| Name | Role | Date | Shares | Price | Value |
|---|---|---|---|---|---|
| Ernst W. Bruderer | Director | 2026-08-31 | 2,000 | $27.43 | $54.86kSell |
| Ernst W. Bruderer | Director | 2026-08-26 | 2,000 | $27.50 | $55.00kSell |
| Ernst W. Bruderer | Director | 2026-08-18 | 1,000 | $27.89 | $27.89kSell |
| Ernst W. Bruderer | Director | 2026-08-12 | 1,000 | $27.56 | $27.56kSell |
| James S. MacLeod | Director | 2026-08-07 | 238 | $28.15 | $6.70kBuy |
| James S. MacLeod | Director | 2026-08-06 | 96 | $27.61 | $2.65kBuy |
| Anthony P. Valduga | CFO AND COO | 2026-05-06 | 4,558 | $25.84 | $117.78kSell |
| Lauren M. Hemby | CHIEF ACCOUNTING OFFICER | 2026-04-27 | 1,181 | $25.59 | $30.22kSell |
| Stephen R. Stone | PRESIDENT AND CEO | 2026-04-27 | 5,022 | $25.59 | $128.51kSell |
| Cameron Bradley Turner | CHIEF CREDIT OFFICER | 2026-04-27 | 1,169 | $25.59 | $29.91kSell |
| Name | Hold | Shares | Value | Type |
|---|---|---|---|---|
| Joseph V. Topper Jr. | 4.30% | 514,376 | $13.49M | Insider |
| James S. MacLeod | 3.29% | 392,836 | $10.30M | Insider |
| James N. Richardson Jr. | 1.44% | 172,263 | $4.52M | Insider |
| Stephen R. Stone | 1.15% | 137,193 | $3.60M | Insider |
| Anthony P. Valduga | 0.96% | 114,539 | $3.00M | Insider |
| Patrick M. Frawley | 0.70% | 83,549 | $2.19M | Insider |
| Mark Griffith | 0.61% | 73,044 | $1.92M | Insider |
| Ernst W. Bruderer | 0.34% | 41,131 | $1.08M | Insider |
| Curated Wealth Partners LLC | 0.21% | 25,000 | $655.50k | Institution |
| Boris Gutin | 0.15% | 18,284 | $479.41k | Insider |