| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Jeffrey R Hines | 63,635 | 0 | 07 May, 2025 | |
| Joseph Thomas Hand | President Ceo | 39,887 | 0 | 17 Mar, 2026 |
| Joseph Thomas Hand | President Ceo | 39,872 | 0 | 16 Jan, 2025 |
| Cynthia Dotzel | 16,027 | 0 | 03 May, 2023 | |
| Jeffrey R Hines | 0 | 13,357 | 18 Apr, 2022 | |
| Michael W Gang | 13,089 | 0 | 07 May, 2025 | |
| Matthew E Poff | Chief Financial Officer | 8,212 | 0 | 16 Jan, 2026 |
| George Hay Iii Esq Kain | 7,972 | 0 | 03 May, 2023 | |
| Robert P Newcomer | 6,703 | 0 | 03 May, 2023 | |
| Mark A Wheeler | Chief Operating Officer | 5,201 | 0 | 03 May, 2023 |
| Alexandra C Chiaruttini | Cao General Counsel | 4,879 | 0 | 16 Jan, 2026 |
| Jody L Keller | 4,626 | 0 | 07 May, 2025 | |
| Steven R Rasmussen | 4,540 | 0 | 07 May, 2025 | |
| Mark S Snyder | Vp Engineering | 4,531 | 0 | 16 Jan, 2026 |
| Ernest J Waters | 2,921 | 0 | 08 May, 2024 | |
| Erin C Mcglaughlin | 2,764 | 0 | 07 May, 2025 | |
| Vernon L Bracey | Vp Customer Service | 2,194 | 0 | 17 Jul, 2024 |
| George W Hodges | 2,136 | 0 | 07 May, 2025 | |
| Natalee Colon | Vp Human Resources | 1,878 | 0 | 19 Jan, 2024 |
| Mark J Hardman | Vp Technology | 1,051 | 0 | 04 May, 2022 |
| Matthew J Scarpato | Chief Operating Officer | 964 | 0 | 16 Jan, 2026 |
| Laura T Wand | 775 | 0 | 07 May, 2025 | |
| Paul R Bonney | 507 | 0 | 07 May, 2025 | |
| Ashley M Grimm | Vp Human Resources | 335 | 0 | 16 Jan, 2025 |
| Douglas S Brossman | 256 | 0 | 07 May, 2025 | |
| Joseph Thomas Hand | Ceo President | 0 | 92 | 18 Apr, 2022 |
| Joseph Thomas Hand | Ceo President | 0 | 92 | 18 Apr, 2022 |
| Suzanne M Becker | Vp Customer Service | 77 | 0 | 16 Jan, 2026 |
| Robert F Lambert | 74 | 0 | 07 May, 2025 | |
| William T. Ii Yanavitch | 44 | 0 | 23 Dec, 2025 |
* 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 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 | Suzanne M Becker | Common Stock | A | 46 | $30.45 | 77 | D | P |
| 16 Jan, 2026 | Alexandra C Chiaruttini | Common Stock | A | 46 | $30.45 | 4,879 | 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 |
| 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 |
| 08 Dec, 2025 | Joseph Thomas Hand | Common Stock | A | 297 | $30.42 | 39,304 | D | A |
| 13 Nov, 2025 | Joseph Thomas Hand | Common Stock | A | 30 | $32.11 | 39,007 | D | P |
| 13 Nov, 2025 | Joseph Thomas Hand | Common Stock | A | 30 | $32.11 | 39,007 | D | P |
| 16 Oct, 2025 | Matthew E Poff | Common Stock | A | 5 | $28.83 | 8,147 | D | P |
| 16 Oct, 2025 | Suzanne M Becker | Common Stock | A | 31 | $28.83 | 31 | D | P |
| 16 Oct, 2025 | Joseph Thomas Hand | Common Stock | A | 338 | $28.83 | 38,977 | D | P |
| 16 Oct, 2025 | Alexandra C Chiaruttini | Common Stock | A | 45 | $28.83 | 4,798 | D | P |
| 16 Oct, 2025 | Matthew J Scarpato | Common Stock | A | 34 | $28.83 | 866 | D | P |
| 16 Oct, 2025 | Mark S Snyder | Common Stock | A | 11 | $28.83 | 4,487 | D | P |
| 16 Oct, 2025 | Joseph Thomas Hand | Common Stock | A | 338 | $28.83 | 38,977 | D | P |
| 16 Oct, 2025 | Ashley M Grimm | Common Stock | A | 14 | $28.83 | 317 | D | P |
| 03 Oct, 2025 | Joseph Thomas Hand | Common Stock | A | 15 | $30.07 | 38,352 | D | P |