| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Randolph Bancorp, Inc. | Other*, 10%+ Owner | Common Stock | 423,034 | $11,404,997 | $26.96 | 29 Mar 2022 | Indirect |
| Citizens Community Bancorp Inc. | 10%+ Owner | Common Stock | 876,594 | $11,264,233 | $12.85 | 19 Aug 2024 | Indirect |
| OLD POINT FINANCIAL CORP | 10%+ Owner | Common Stock | 497,121 | $8,426,201 | $16.95 | 23 Jun 2022 | Indirect |
| CHAIN BRIDGE BANCORP INC | 10%+ Owner | Class A Common Stock | 306,078 | $8,265,942 | $27.01 | 28 May 2025 | Indirect |
| Citizens Community Bancorp Inc. | 10%+ Owner | Common Stock | 105,955 | $1,361,522 | $12.85 | 19 Aug 2024 | Direct |
| Westbury Bancorp, Inc. | 10%+ Owner | Common Stock | 11,052 | $315,535 | $28.55 | 17 Aug 2021 | Indirect |
| RIVERVIEW BANCORP INC | 10%+ Owner | Common Stock | 0 | $0 | $5.18 | 12 Mar 2025 | Indirect |
| Aldel Financial Inc. | Director | Class A Common stock, par value $0.0001 | 25,000 | 09 Apr 2021 | Direct | ||
| Aldel Financial Inc. | Director | Warrant | 12,500 | 09 Apr 2021 | Direct |