Top Holders

Institutional

Mutual Funds

Holder	Ownership %	Shares Held	Change (Shares, %)	Report Date
WESTWOOD HOLDINGS GROUP INC	6.46%	1.2M	+1.2M (+100.00%)	Mar 31, 2026
BLACKROCK, INC.	6.23%	1.2M	+857,239 (+74.00%)	Mar 31, 2026
ALTRAVUE CAPITAL, LLC	5.28%	981,924	+792,073 (+80.67%)	Mar 31, 2026
DE LISLE PARTNERS LLP	5.00%	930,560	+683,572 (+73.46%)	Mar 31, 2026
N/A	3.91%	727,280	+727,280 (+100.00%)	Mar 31, 2026
THRIVENT FINANCIAL FOR LUTHERANS	3.33%	619,685	+474,269 (+76.53%)	Mar 31, 2026
WASATCH ADVISORS LP	3.27%	607,680	+326,520 (+53.73%)	Mar 31, 2026

Current Ownership Distribution

Institutions33.4M (96.67%)
Insiders963,913 (2.79%)
Mutual Funds188,553 (0.55%)
Other0 (0.00%)

Insider Transactions

2.79% (963,913)
Current InsiderOwnership (%, shares)
0
Number of InsiderBuying (last 12 months)
$0.00
Amount of InsiderBuying (last 12 months)
1
Number of InsiderSelling (last 12 months)
$5.2M
Amount of InsiderSelling (last 12 months)

Insider Name & Title	Type	Date	Transaction Value	Shares	Share Price	Shares After Transactions
SULLIVAN MATTHEW M Chief Financial Officer	Award	Apr 09, 2026	$0.00	13,290	$0.00	89,022
Bass Charles Edward Chief Alliance Officer	Award	Apr 09, 2026	$0.00	14,877	$0.00	128,365
Foster Dale Richard Chief Executive Officer	Award	Apr 09, 2026	$0.00	49,590	$0.00	344,350
Popovich Timothy Chief Operating Officer	Award	Apr 09, 2026	$0.00	11,902	$0.00	58,838
Bass Charles Edward Chief Alliance Officer	In Kind	Mar 16, 2026	$16,671.78	207	$80.54	28,372
Foster Dale Richard Chief Executive Officer	In Kind	Mar 16, 2026	$51,142.90	635	$80.54	82,190
Foster Dale Richard Chief Executive Officer	Sell	Mar 16, 2026	$684,250.00	8,500	$80.50	73,690
Bass Charles Edward Chief Alliance Officer	Gift	Mar 13, 2026	$0.00	960	$0.00	28,579
Foster Dale Richard Chief Executive Officer	Gift	Mar 11, 2026	$0.00	1,350	$0.00	82,825
Bass Charles Edward Chief Alliance Officer	Award	Mar 05, 2026	$0.00	6,525	$0.00	32,039
Foster Dale Richard Chief Executive Officer	Award	Mar 05, 2026	$0.00	15,662	$0.00	90,085
Bass Charles Edward Chief Alliance Officer	In Kind	Mar 05, 2026	$223,350.00	2,500	$89.34	29,539
Foster Dale Richard Chief Executive Officer	In Kind	Mar 05, 2026	$527,999.40	5,910	$89.34	84,175
Popovich Timothy Chief Operating Officer	In Kind	Feb 17, 2026	$68,030.10	562	$121.05	11,734
Foster Dale Richard Chief Executive Officer	In Kind	Feb 17, 2026	$199,974.60	1,652	$121.05	74,423
Foster Dale Richard Chief Executive Officer	In Kind	Feb 05, 2026	$39,317.36	328	$119.87	76,075
Bass Charles Edward Chief Alliance Officer	In Kind	Feb 05, 2026	$27,210.49	227	$119.87	26,069
Popovich Timothy Chief Operating Officer	In Kind	Feb 05, 2026	$35,601.39	297	$119.87	12,296
Foster Dale Richard Chief Executive Officer	In Kind	Nov 05, 2025	$59,909.25	529	$113.25	76,403
Bass Charles Edward Chief Alliance Officer	In Kind	Nov 05, 2025	$41,336.25	365	$113.25	26,296
SULLIVAN MATTHEW M Chief Financial Officer	In Kind	Nov 05, 2025	$26,047.50	230	$113.25	19,358
Popovich Timothy Chief Operating Officer	In Kind	Nov 05, 2025	$29,671.50	262	$113.25	12,593
Foster Dale Richard Chief Executive Officer	In Kind	Aug 05, 2025	$55,699.08	519	$107.32	76,932
SULLIVAN MATTHEW M Chief Financial Officer	In Kind	Aug 05, 2025	$24,361.64	227	$107.32	19,588
Popovich Timothy Chief Operating Officer	In Kind	Aug 05, 2025	$27,903.20	260	$107.32	12,855
Bass Charles Edward Chief Alliance Officer	In Kind	Aug 05, 2025	$38,849.84	362	$107.32	26,661
LEGROTTAGLIE VITO Chief Information Officer	Award	Jun 13, 2025	$0.00	2,755	$0.00	49,947
MCCARTHY JOHN R	Award	Jun 13, 2025	$0.00	942	$0.00	20,469
LEGROTTAGLIE VITO Chief Information Officer	In Kind	Jun 13, 2025	$178,409.74	1,682	$106.07	48,265
Popovich Timothy Chief Operating Officer	Sell	May 16, 2025	$990,000.00	9,000	$110.00	13,115