| Name | Role | Date | Shares | Price | Value |
|---|---|---|---|---|---|
| William G. Monroe Iv | Executive Vice President CFO | 2026-01-15 | 29,605 | $16.70 | $494.40kBuy |
| Leigh Ann Stach | Executive Vice President CAO | 2026-01-15 | 17,889 | $16.70 | $298.75kBuy |
| David H. Dupuy | CEO and President | 2026-01-15 | 29,941 | $16.70 | $500.01kBuy |
| Leigh Ann Stach | Executive Vice President CAO | 2026-01-15 | 4,643 | $16.70 | $77.54kSell |
| Claire M. Gulmi | Director | 2025-11-21 | 196 | $14.58 | $2.86kBuy |
| Cathrine Cotman | Director | 2025-11-04 | 4,000 | $14.66 | $58.64kBuy |
| Claire M. Gulmi | Director | 2025-08-22 | 187 | $14.76 | $2.76kBuy |
| David H. Dupuy | CEO and President | 2025-08-07 | 29,338 | $15.85 | $465.01kBuy |
| Leigh Ann Stach | Executive Vice President CAO | 2025-08-07 | 17,529 | $15.85 | $277.83kBuy |
| William G. Monroe Iv | Executive Vice President CFO | 2025-08-07 | 29,009 | $15.85 | $459.79kBuy |
| Name | Hold | Shares | Value | Type |
|---|---|---|---|---|
| Vanguard Group Inc | 9.81% | 2,801,627 | $44.46M | Institution |
| Blackrock Inc | 9.33% | 2,666,119 | $42.31M | Institution |
| Timothy G. Wallace | 5.82% | 1,663,201 | $26.39M | Insider |
| Systematic Financial Management LP | 3.93% | 1,123,736 | $17.83M | Institution |
| Kennedy Capital Management LLC | 3.57% | 1,019,810 | $16.18M | Institution |
| Invesco Ltd | 3.18% | 909,352 | $14.43M | Institution |
| State Street Corp | 2.72% | 777,261 | $12.34M | Institution |
| Geode Capital Management LLC | 2.60% | 741,982 | $11.78M | Institution |
| Mirae Asset Global Etfs Holdings Ltd | 2.53% | 723,886 | $11.49M | Institution |
| Focus Partners Wealth | 2.02% | 578,296 | $9.18M | Institution |