| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Tue, 9 Dec 2025 | FRANK STEVEN | — | — | 0 | $0 |
| Wed, 31 Dec 2025 | Maginnis Gerald J. | director | A-Award | 96 | $0 |
| Wed, 31 Dec 2025 | Clark Michael G | director | A-Award | 51 | $0 |
| Wed, 31 Dec 2025 | Rogers-Windsor Ramona Lynn | director | A-Award | 51 | $0 |
| Wed, 31 Dec 2025 | Zaharis-Nikas Elaine | officer, other: Vice President | A-Award | 50 | $0 |
| Wed, 31 Dec 2025 | Zaharis-Nikas Elaine | officer, other: Vice President | A-Award | 111 | $0 |
| Wed, 31 Dec 2025 | Bloom Neil | officer: Assistant Treasurer | A-Award | 612 | $0 |
| Holder | Shares | % out | Change |
|---|---|---|---|
| MORGAN STANLEY | 655,031 | 5.4% | −207,564 |
| UBS Group AG | 360,739 | 3.0% | +8,842 |
| RAYMOND JAMES FINANCIAL INC | 170,546 | 1.4% | +7,224 |
| Invesco Ltd. | 161,041 | 1.3% | +7,679 |
| BALDWIN WEALTH PARTNERS LLC/MA | 157,153 | 1.3% | −3,664 |
| Smith Asset Management Co., LLC | 129,643 | 1.1% | −917 |
| Fiera Capital Corp | 103,229 | 0.9% | +3,312 |
| Sanctuary Advisors, LLC | 100,807 | 0.8% | +8,924 |
| Shaker Financial Services, LLC | 98,818 | 0.8% | +21,024 |
| AMERIPRISE FINANCIAL INC | 90,838 | 0.8% | +9,552 |
| LPL Financial LLC | 86,178 | 0.7% | +4,497 |
| Gridiron Partners, LLC | 84,339 | 0.7% | +50,253 |
| Pettinga Financial Advisors LLC | 80,759 | 0.7% | +40,612 |
| ROYAL BANK OF CANADA | 75,940 | 0.6% | +1,185 |
| 1607 Capital Partners, LLC | 62,822 | 0.5% | −48,962 |
