| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Cynthia Dotzel | - | 16,027 | 0 | 03 May, 2023 |
| Robert P Newcomer | - | 6,703 | 0 | 03 May, 2023 |
| William T. Ii Yanavitch | - | 44 | 0 | 23 Dec, 2025 |
| George W Hodges | - | 2,136 | 0 | 07 May, 2025 |
| Jeffrey R Hines | Ceo President | 63,635 | 0 | 07 May, 2025 |
| Vernon L Bracey | Vp Customer Service | 2,194 | 0 | 17 Jul, 2024 |
| George Hay Iii Esq Kain | - | 7,972 | 0 | 03 May, 2023 |
| Michael W Gang | - | 13,089 | 0 | 07 May, 2025 |
| Ernest J Waters | - | 2,921 | 0 | 08 May, 2024 |
| Joseph Thomas Hand | Ceo President | 41,332 | 0 | 17 Apr, 2026 |
| Mark S Snyder | Vp Engineering | 4,574 | 0 | 17 Apr, 2026 |
| Steven R Rasmussen | - | 4,540 | 0 | 07 May, 2025 |
| Jody L Keller | - | 4,626 | 0 | 07 May, 2025 |
| Erin C Mcglaughlin | - | 2,764 | 0 | 07 May, 2025 |
| Matthew E Poff | Chief Financial Officer | 8,451 | 0 | 17 Apr, 2026 |
| Natalee Colon | Vp Human Resources | 1,878 | 0 | 19 Jan, 2024 |
| Mark J Hardman | Vp Technology | 1,051 | 0 | 04 May, 2022 |
| Mark A Wheeler | Chief Operating Officer | 5,201 | 0 | 03 May, 2023 |
| Alexandra C Chiaruttini | Cao General Counsel | 4,956 | 0 | 16 Apr, 2026 |
| Paul R Bonney | - | 507 | 0 | 07 May, 2025 |
| Laura T Wand | - | 775 | 0 | 07 May, 2025 |
| Matthew J Scarpato | Chief Operating Officer | 1,074 | 0 | 17 Apr, 2026 |
| Douglas S Brossman | - | 256 | 0 | 07 May, 2025 |
| Ashley M Grimm | Vp Human Resources | 350 | 0 | 16 Apr, 2026 |
| Robert F Lambert | - | 74 | 0 | 07 May, 2025 |
| Suzanne M Becker | Vp Customer Service | 119 | 0 | 16 Apr, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 16 Apr, 2026 | Mark S Snyder | Common Stock | A | 10 | $29.13 | 4,574 | D | P |
| 16 Apr, 2026 | Joseph Thomas Hand | Common Stock | A | 1,052 | $28.50 | 41,332 | D | P |
| 16 Apr, 2026 | Matthew E Poff | Common Stock | A | 175 | $28.50 | 8,451 | D | P |
| 16 Apr, 2026 | Matthew J Scarpato | Common Stock | A | 103 | $29.13 | 1,074 | D | P |
| 16 Apr, 2026 | Alexandra C Chiaruttini | Common Stock | A | 41 | $29.13 | 4,956 | D | P |
| 16 Apr, 2026 | Ashley M Grimm | Common Stock | A | 12 | $29.13 | 350 | D | P |
| 16 Apr, 2026 | Joseph Thomas Hand | Common Stock | A | 103 | $29.13 | 40,280 | D | P |
| 16 Apr, 2026 | Suzanne M Becker | Common Stock | A | 41 | $29.13 | 119 | D | P |
| 16 Apr, 2026 | Matthew E Poff | Common Stock | A | 4 | $29.13 | 8,276 | D | P |
| 16 Mar, 2026 | Joseph Thomas Hand | Common Stock | A | 15 | $31.55 | 39,887 | D | P |
| 16 Jan, 2026 | Mark S Snyder | Common Stock | A | 11 | $30.45 | 4,531 | D | P |
| 16 Jan, 2026 | Matthew E Poff | Common Stock | A | 5 | $30.45 | 8,212 | D | P |
| 16 Jan, 2026 | Matthew J Scarpato | Common Stock | A | 92 | $30.45 | 964 | D | P |
| 16 Jan, 2026 | Alexandra C Chiaruttini | Common Stock | A | 46 | $30.45 | 4,879 | D | P |
| 16 Jan, 2026 | Suzanne M Becker | Common Stock | A | 46 | $30.45 | 77 | D | P |
| 22 Dec, 2025 | William T. Ii Yanavitch | Common Stock | A | 44 | $33.72 | 44 | D | P |
| 22 Dec, 2025 | William T. Ii Yanavitch | Common Stock | A | 44 | $33.72 | 44 | D | P |
| 22 Dec, 2025 | William T. Ii Yanavitch | Common Stock | A | 44 | $33.72 | 44 | D | P |
| 22 Dec, 2025 | William T. Ii Yanavitch | Common Stock | A | 44 | $33.72 | 44 | D | P |
| 08 Dec, 2025 | Joseph Thomas Hand | Common Stock | A | 297 | $30.42 | 39,304 | D | A |