| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Thu, 8 Oct 2026 | CULBRETH H GILBERT JR | other | A-Award | 387 | $12.37K |
| Wed, 16 Sep 2026 | HUDSON DENNIS S III | director | S-Sale | 12,000 | $409.8K |
| Thu, 27 Aug 2026 | Kleffel Juliette | officer: EVP, Chief Operating Officer | S-Sale | 14,831 | $508.85K |
| Thu, 27 Aug 2026 | Kleffel Juliette | officer: EVP, Chief Operating Officer | M-Exempt | 14,831 | $425.5K |
| Fri, 31 Jul 2026 | Lipstein Robert J | director | A-Award | 2,015 | $70K |
| Tue, 4 Aug 2026 | Shaffer Charles M | director, officer: Chairman, President & CEO | F-InKind | 25,851 | $916.93K |
| Fri, 31 Jul 2026 |
| director |
| A-Award |
| 2,015 |
| $70K |
| Tue, 4 Aug 2026 | Shaffer Charles M | director, officer: Chairman, President & CEO | M-Exempt | 28,544 | $818.93K |
| Fri, 31 Jul 2026 | Arriola Eduardo J | director | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | GRIFFIN MICHAEL E | director | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | GOEBEL MARYANN | director | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | Monserrat Alvaro | director | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | MOORE RANDOLPH A III | director | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | ROSSIN THOMAS E | other: Director of Subsidiary | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | FOGAL CHRISTOPHER E | director | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | SHEAROUSE JOSEPH B III | director | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | HUDSON DENNIS S III | director | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | HUDSON DALE M | other: Director of Subsidiary | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | ARCZYNSKI DENNIS J | director | A-Award | 2,015 | $70K |
| Tue, 4 Aug 2026 | Shaffer Charles M | director, officer: Chairman, President & CEO | M-Exempt | 28,544 | $818.93K |
| Fri, 31 Jul 2026 | FOGAL CHRISTOPHER E | director | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | CULBRETH H GILBERT JR | other: Director of Subsidiary | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | MOORE RANDOLPH A III | director | A-Award | 2,015 | $70K |
| Tue, 4 Aug 2026 | Shaffer Charles M | director, officer: Chairman, President & CEO | F-InKind | 25,851 | $916.93K |
| Fri, 31 Jul 2026 | Bradley Jacqueline Lynette | director | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | ARCZYNSKI DENNIS J | director | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | HUDSON DALE M | other | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | SHEAROUSE JOSEPH B III | director | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | HUDSON DENNIS S III | director | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | DEXTER TRACEY | officer: EVP & CFO | M-Exempt | 1,650 | $51.4K |
| Fri, 31 Jul 2026 | ROSSIN THOMAS E | other | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | DEXTER TRACEY | officer: EVP & CFO | M-Exempt | 1,650 | $51.4K |
| Fri, 31 Jul 2026 | Monserrat Alvaro | director | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | GOEBEL MARYANN | director | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | Kay Kathleen B | director | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | Arriola Eduardo J | director | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | Kay Kathleen B | director | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | CULBRETH H GILBERT JR | other | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | Bradley Jacqueline Lynette | director | A-Award | 2,015 | $70K |
| Fri, 31 Jul 2026 | GRIFFIN MICHAEL E | director | A-Award | 2,015 | $70K |
| Thu, 9 Jul 2026 | CULBRETH H GILBERT JR | director | A-Award | 390 | $12.35K |
| Wed, 1 Jul 2026 | HUDSON DENNIS S III | director | S-Sale | 4,000 | $136K |
| Tue, 16 Jun 2026 | HUDSON DENNIS S III | director | S-Sale | 8,000 | $251.28K |
| Wed, 6 May 2026 | STALLINGS JAMES C III | officer: EVP, Chief Credit Officer | S-Sale | 7,552 | $235.32K |
| Mon, 4 May 2026 | Shaffer Charles M | director, officer: Chairman, President & CEO | S-Sale | 10,367 | $320.13K |
| Wed, 15 Apr 2026 | Carroll Austen | officer: EVP, Chief Lending Officer | A-Award | 14,146 | $0 |
| Wed, 15 Apr 2026 | STALLINGS JAMES C III | officer: EVP, Chief Credit Officer | A-Award | 3,100 | $0 |
| Wed, 15 Apr 2026 | FORLENZA JOSEPH M | officer: EVP & CRO | A-Award | 3,294 | $0 |
| Wed, 15 Apr 2026 | DEXTER TRACEY | officer: EVP & CFO | A-Award | 3,294 | $0 |
| Wed, 15 Apr 2026 | Kleffel Juliette | officer: EVP, Chief Operating Officer | A-Award | 11,820 | $0 |
| Holder | Shares | % out | Change |
|---|---|---|---|
| BlackRock, Inc. | 13,977,824 | 14.4% | +19,225 |
| STATE STREET CORP | 5,544,609 | 5.7% | +521,173 |
| North Reef Capital Management LP | 4,775,000 | 4.9% | −1,050,000 |
| WELLINGTON MANAGEMENT GROUP LLP | 4,480,829 | 4.6% | −370,129 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,359,870 | 4.5% | −38,646 |
| DIMENSIONAL FUND ADVISORS LP | 3,612,100 | 3.7% | +461,508 |
| FRANKLIN RESOURCES INC | 3,255,493 | 3.4% | +519,369 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2,838,870 | 2.9% | +1,004,349 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,600,810 | 2.7% | +128,886 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,251,641 | 2.3% | +117,701 |
| WESTWOOD HOLDINGS GROUP INC | 2,213,453 | 2.3% | −53,714 |
| SEGALL BRYANT & HAMILL, LLC | 1,632,101 | 1.7% | — |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 1,227,771 | 1.3% |
| +228,525 |
| Sixth Street Partners Management Company, L.P. | 1,064,697 | 1.1% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,064,697 | 1.1% | +6,330 |
