XNYS 13 Oct, 2026 5:30 PM (EDT)
| Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|
| Mr. John H. Alban | Director | Sale of securities on an exchange or to another person at price $ 55.24 per share. | 24 Aug 2026 | 500 | 88 (0%) | 0% | 55.2 | 27,622 | Common Stock |
| Mr. John H. Alban | Director | Sale of securities on an exchange or to another person at price $ 59.02 per share. | 20 Jul 2026 | 500 | 577 (0%) | 0% | 59.0 | 29,508 | Common Stock |
| Ms. Andrea N. Mullins | Director | Purchase of securities on an exchange or from another person at price $ 58.45 per share. | 07 May 2026 | 346 | 1,395 (0%) | 0% | 58.5 | 20,224 | Common Shares |
| Mr. Blake R. Nelson | CFO & Treasurer | Purchase of securities on an exchange or from another person at price $ 58.45 per share. | 07 May 2026 | 222 | 1,048 (0%) | 0% | 58.5 | 12,976 | Common Shares of Beneficial Interest |
| Mr. Todd Sunderland | COO | Purchase of securities on an exchange or from another person at price $ 58.44 per share. | 07 May 2026 | 27 | 1,139 (0%) | 0% | 58.4 | 1,578 | Common Shares of Beneficial Interest |
| Mr. Todd Sunderland | COO | Purchase of securities on an exchange or from another person at price $ 58.45 per share. | 07 May 2026 | 802 | 3,211 (0%) | 0% | 58.5 | 46,877 | Common Shares of Beneficial Interest |
| Mr. John M. Musgrave | Director, CEO & President | Purchase of securities on an exchange or from another person at price $ 58.45 per share. | 07 May 2026 | 134 | 541 (0%) | 0% | 58.4 | 7,832 | Common Shares |
| Mr. Todd Sunderland | COO | Purchase of securities on an exchange or from another person at price $ 52.66 per share. | 10 Mar 2026 | 2,000 | 2,409 (0%) | 0% | 52.7 | 105,320 | Common Shares of Beneficial Interest |
| Mr. John M. Musgrave | Director, CEO & President | Purchase of securities on an exchange or from another person at price $ 52.00 per share. | 10 Mar 2026 | 400 | 400 (0%) | 0% | 52 | 20,800 | Common Shares |
| Ms. Andrea N. Mullins | Director | Purchase of securities on an exchange or from another person at price $ 51.30 per share. | 06 Feb 2026 | 155 | 1,019 (0%) | 0% | 51.3 | 7,952 | Common Shares |
| Mr. Blake R. Nelson | CFO & Treasurer | Purchase of securities on an exchange or from another person at price $ 50.67 per share. | 08 Jan 2026 | 326 | 826 (0%) | 0% | 50.7 | 16,518 | Common Shares of Beneficial Interest |
| Mr. John H. Alban | Director | Purchase of securities on an exchange or from another person at price $ 50.38 per share. | 05 Nov 2025 | 1,000 | 1,000 (0%) | 0% | 50.4 | 50,380 | Common Stock |
| Mr. Todd Sunderland | COO | Purchase of securities on an exchange or from another person at price $ 44.92 per share. | 20 Aug 2025 | 150 | 381 (0%) | 0% | 44.9 | 6,738 | Common Shares of Beneficial Interest |
| Mr. Blake R. Nelson | CFO & Treasurer | Purchase of securities on an exchange or from another person at price $ 44.92 per share. | 20 Aug 2025 | 200 | 500 (0%) | 0% | 44.9 | 8,984 | Common Shares of Beneficial Interest |
| Ms. Andrea N. Mullins | Director | Purchase of securities on an exchange or from another person at price $ 44.92 per share. | 20 Aug 2025 | 375 | 855 (0%) | 0% | 44.9 | 16,845 | Common Shares of Beneficial Interest |
| Mr. Todd Sunderland | COO | Purchase of securities on an exchange or from another person at price $ 44.92 per share. | 20 Aug 2025 | 37 | 1,050 (0%) | 0% | 44.9 | 1,662 | Common Shares of Beneficial Interest |
| Mr. Todd Sunderland | COO | Sale of securities on an exchange or to another person at price $ 43.70 per share. | 27 Dec 2024 | 30 | 961 (0%) | 0% | 43.7 | 1,311 | Common Shares of Beneficial Interest |
| Mr. John H. Alban | Director, Trustee | Sale of securities on an exchange or to another person at price $ 41.36 per share. | 16 Sep 2024 | 1,233 | 0 (0%) | 0% | 41.4 | 51,000 | Common Stock |
| Ms. Andrea N. Mullins | Director | Purchase of securities on an exchange or from another person at price $ 40.04 per share. | 09 Sep 2024 | 480 | 480 (0%) | 0% | 40.0 | 19,219 | common shares of beneficial interest |
| Mr. Jerry V. Swank | See Remarks | 23 Jul 2024 | 11,300 | 45,200 (0%) | 0% | 37.3 | 420,925 | common shares of beneficial interest | |
| Mr. Todd Sunderland | COO | Purchase of securities on an exchange or from another person at price $ 37.25 per share. | 23 Jul 2024 | 87 | 187 (0%) | 0% | 37.3 | 3,241 | Common Shares of Beneficial Interest |
| Mr. Todd Sunderland | COO | Purchase of securities on an exchange or from another person at price $ 39.96 per share. | 15 Jul 2024 | 956 | 956 (0%) | 0% | 40.0 | 38,200 | Common Shares of Beneficial Interest |
| Mr. Jerry V. Swank | See Remarks | Purchase of securities on an exchange or from another person at price $ 33.75 per share. | 05 Dec 2023 | 8,900 | 33,900 (0%) | 0% | 33.8 | 300,375 | Common Shares |
| Mr. Blake R. Nelson | CFO & Treasurer | Purchase of securities on an exchange or from another person at price $ 31.78 per share. | 06 Nov 2023 | 100 | 300 (0%) | 0% | 31.8 | 3,178 | Common Shares |
| Mr. Blake R. Nelson | CFO & Treasurer | Purchase of securities on an exchange or from another person at price $ 31.80 per share. | 06 Nov 2023 | 200 | 200 (0%) | 0% | 31.8 | 6,360 | Common Shares |
| Mr. Jerry V. Swank | See Remarks | Purchase of securities on an exchange or from another person at price $ 39.65 per share. | 06 Sep 2023 | 10,000 | 25,000 (0%) | 0% | 39.7 | 396,500 | Common Shares |
| Mr. Jerry V. Swank | See Remarks | Purchase of securities on an exchange or from another person at price $ 40.25 per share. | 05 Sep 2023 | 15,000 | 15,000 (0%) | 0% | 40.3 | 603,797 | Common Shares |
| Mr. John H. Alban | Director, Trustee | Purchase of securities on an exchange or from another person at price $ 38.63 per share. | 24 Feb 2023 | 190 | 190 (0%) | 0% | 38.6 | 7,340 | Common Shares |
| Mr. John H. Alban | Director, Trustee | Purchase of securities on an exchange or from another person at price $ 39.48 per share. | 24 Feb 2023 | 810 | 1,000 (0%) | 0% | 39.5 | 31,979 | Common Shares |