| Name | Role | Date | Shares | Price | Value |
|---|---|---|---|---|---|
| Julia L. Kaercher | Director | 2026-07-30 | 9,000 | $55.20 | $496.80kSell |
| Michael F. Petrie | CEO;Chair | 2026-07-30 | 9,000 | $55.20 | $496.80kSell |
| Tamika Catchings | Director | 2026-05-21 | 381 | $46.03 | $17.54kBuy |
| Mark E. Shaffer | Director | 2026-05-21 | 381 | $46.03 | $17.54kBuy |
| Patrick D. Obrien | Director | 2026-05-21 | 381 | $46.03 | $17.54kBuy |
| Andrew Juster | Director | 2026-05-21 | 381 | $46.03 | $17.54kBuy |
| Thomas Dinwiddie | Director | 2026-05-21 | 381 | $46.03 | $17.54kBuy |
| Anne E. Sellers | Director | 2026-05-21 | 381 | $46.03 | $17.54kBuy |
| Michael S. Curless | Director | 2026-05-21 | 381 | $46.03 | $17.54kBuy |
| Michael F. Petrie | Chairman and CEO | 2026-05-06 | 8,334 | $46.86 | $390.53kSell |
| Name | Hold | Shares | Value | Type |
|---|---|---|---|---|
| Elser Financial Planning Inc | 58.36% | 26,808,625 | $1.47B | Institution |
| Jody J. Petrie | 32.68% | 15,013,908 | $823.96M | Insider |
| Michael F. Petrie | 29.99% | 13,775,801 | $756.02M | Insider |
| Randall D. Rogers Jr. | 8.22% | 3,775,361 | $207.19M | Insider |
| Randall D. Rogers | 5.43% | 2,492,543 | $136.79M | Insider |
| Mary H. Rogers | 3.81% | 1,751,000 | $96.09M | Insider |
| Julia L. Kaercher | 1.81% | 832,299 | $45.68M | Insider |
| Valeo Financial Advisors LLC | 0.49% | 226,998 | $12.46M | Institution |
| Michael J. Dunlap | 0.46% | 212,711 | $11.67M | Insider |
| Patrick D. Obrien | 0.44% | 200,000 | $10.98M | Insider |