| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Thu, 15 Oct 2026 | Lee Evelyn | officer: EVP, Chief C&I Lending Officer | F-InKind | 2,392 | $67.17K |
| Tue, 6 Oct 2026 | Newell Eric R | officer: Senior EVP, CFO | J-Other | 7,833 | $0 |
| Mon, 10 Aug 2026 | Curley Stephen Russell | director, officer: President/CEO | A-Award | 8,683 | $0 |
| Mon, 10 Aug 2026 | Curley Stephen Russell | director, officer: President/CEO | A-Award | 41,606 | $0 |
| Mon, 10 Aug 2026 | Curley Stephen Russell | director, officer: President/CEO | A-Award | 17,045 | $471.12K |
| Mon, 10 Aug 2026 | Curley Stephen Russell | director, officer: President/CEO | A-Award | 59,565 | $1.65M |
| Mon, 10 Aug 2026 | Curley Stephen Russell | director, officer: President/CEO | A-Award | 41,606 | $0 |
| Mon, 10 Aug 2026 | Curley Stephen Russell | director, officer: President/CEO | A-Award | 8,683 | $0 |
| Sat, 30 May 2026 | Montano Trevor | director | W-Will | 3,000 | $0 |
| Sat, 30 May 2026 | Montano Trevor | director | W-Will | 3,000 | $0 |
| Mon, 16 Mar 2026 | Saltzman Paul | officer: EVP/Chief Legal Officer | A-Award | 4,086 | $0 |
| Mon, 16 Mar 2026 | Newell Eric R | officer: Senior EVP, CFO | A-Award | 4,086 | $0 |
| Mon, 16 Mar 2026 | Riel Ryan | officer: Sr. Executive Vice President | A-Award | 4,086 | $0 |
| Mon, 16 Mar 2026 | Lee Evelyn | officer: EVP, Chief C&I Lending Officer | A-Award | 4,086 | $0 |
| Thu, 26 Feb 2026 | RIEL SUSAN G | director, officer: President & CEO | F-InKind | 3,206 | $84.41K |
| Thu, 26 Feb 2026 | Saltzman Paul | officer: EVP/Chief Legal Officer | F-InKind | 368 | $9.69K |
| Thu, 26 Feb 2026 | Riel Ryan | officer: Sr. Executive Vice President | F-InKind | 832 | $21.91K |
| Thu, 26 Feb 2026 | Lee Evelyn | officer: EVP, Chief C&I Lending Officer | F-InKind | 212 | $5.58K |
| Thu, 19 Feb 2026 | RIEL SUSAN G | director, officer: President & CEO | A-Award | 7,780 | $0 |
| Thu, 19 Feb 2026 | Saltzman Paul | officer: EVP/Chief Legal Officer | A-Award | 3,296 | $0 |
| Thu, 19 Feb 2026 | Soto Benjamin M. | director | A-Award | 9,073 | $0 |
| Thu, 19 Feb 2026 | Newell Eric R | officer: Senior EVP, CFO | A-Award | 5,248 | $0 |
| Thu, 19 Feb 2026 | Ludwig A. Leslie | director | A-Award | 9,073 | $0 |
| Thu, 19 Feb 2026 | LaPlaca Theresa G. | director | A-Award | 9,073 | $0 |
| Thu, 19 Feb 2026 | Brockwell Matthew D | director | A-Award | 9,073 | $0 |
| Thu, 19 Feb 2026 | Soltesz James A | director | A-Award | 9,073 | $0 |
| Thu, 19 Feb 2026 | Freidkin Steven | director | A-Award | 9,073 | $0 |
| Thu, 19 Feb 2026 | Wilm Theodore A. | director | A-Award | 4,536 | $0 |
| Thu, 19 Feb 2026 | Riel Ryan | officer: Sr. Executive Vice President | A-Award | 4,843 | $0 |
| Thu, 19 Feb 2026 | Mathews Louis P. Jr. | director | A-Award | 9,073 | $0 |
| Thu, 19 Feb 2026 | Lee Evelyn | officer: EVP, Chief C&I Lending Officer | A-Award | 4,223 | $0 |
| Thu, 19 Feb 2026 | Pederson Kristen J. | director | A-Award | 4,536 | $0 |
| Fri, 13 Feb 2026 | RIEL SUSAN G | director, officer: President & CEO | F-InKind | 3,821 | $100.34K |
| Fri, 13 Feb 2026 | Saltzman Paul | officer: EVP/Chief Legal Officer | F-InKind | 487 | $12.79K |
| Fri, 13 Feb 2026 | Riel Ryan | officer: Sr. Executive Vice President | F-InKind | 980 | $25.73K |
| Thu, 12 Feb 2026 | RIEL SUSAN G | director, officer: President & CEO | F-InKind | 5,862 | $153K |
| Thu, 12 Feb 2026 | Saltzman Paul | officer: EVP/Chief Legal Officer | F-InKind | 762 | $19.89K |
| Thu, 12 Feb 2026 | Riel Ryan | officer: Sr. Executive Vice President | F-InKind | 1,610 | $42.02K |
| Fri, 26 Dec 2025 | RIEL SUSAN G | director, officer: President & CEO | G-Gift | 1,400 | $0 |
| Fri, 26 Dec 2025 | RIEL SUSAN G | director, officer: President & CEO | G-Gift | 1,000 | $0 |
| Fri, 26 Dec 2025 | Riel Ryan | officer: Sr. Executive Vice President | G-Gift | 1,400 | $0 |
| Fri, 21 Nov 2025 | Mathews Louis P. Jr. | director | P-Purchase | 1,500 | $25.8K |
| Wed, 19 Nov 2025 | Mathews Louis P. Jr. | director | P-Purchase | 1,500 | $25.26K |
| Fri, 14 Nov 2025 | Newell Eric R | officer: Senior EVP, CFO | P-Purchase | 3,050 | $50.48K |
| Holder | Shares | % out | Change |
|---|---|---|---|
| BlackRock, Inc. | 4,196,093 | 13.8% | +159,061 |
| North Reef Capital Management LP | 1,713,535 | 5.6% | −992,490 |
| STATE STREET CORP | 1,563,798 | 5.1% | +14,778 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,233,336 | 4.0% | +68,314 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,217,775 | 4.0% | +28,264 |
| ALLIANCEBERNSTEIN L.P. | 1,271,494 | 4.2% | +368,537 |
| DIMENSIONAL FUND ADVISORS LP | 1,099,519 | 3.6% | −20,010 |
| GEODE CAPITAL MANAGEMENT, LLC | 743,768 | 2.4% | +53,263 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 567,364 | 1.9% | +29,353 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 553,706 | 1.8% | −61,935 |
| Sixth Street Partners Management Company, L.P. | 553,706 | 1.8% | — |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 533,717 | 1.8% | +15,660 |
| JUPITER ASSET MANAGEMENT LTD | 344,614 | 1.1% |
| +0 |
| AMERICAN CENTURY COMPANIES INC | 337,183 | 1.1% | −88,703 |
| MORGAN STANLEY | 308,118 | 1.0% | +11,361 |
