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Alerus Financial Corporation (ALRS)
USD31.84
+0.60 (+1.94%)
US NASDAQ Financial Services Banks - Regional
Address
401 Demers Avenue 58201
Grand Forks, ND, US
Grand Forks, ND, US
CEO
Daniel Edmund Coughlin
Website
alerus.com
IPO
2003-03-20
CIK 903419 ISIN US01446U1034
Description
Alerus Financial Corporation, operating primarily through its subsidiary Alerus Financial, National Association, delivers a broad spectrum of financial services to both commercial clients and individual consumers. The company organizes its operations across four distinct segments: Banking, Retirement and Benefit Services, Wealth Management, and Mortgage. Within its Banking segment, Alerus provides a comprehensive array of deposit solutions, including checking, savings, money market, and certificate of deposit accounts. It also supports businesses with robust treasury management products like electronic receivables management, remote deposit capture, cash vault services, and other cash management tools. Lending solutions encompass various commercial loans, such as business term loans, lines of credit, commercial real estate financing, and construction and land development loans, alongside consumer offerings like residential first and second mortgages and installment loans. The Retirement and Benefit Services division focuses on administering retirement plans, providing investment advisory services, managing employee stock ownership plans (ESOPs), and offering payroll, health savings accounts (HSAs), and other employee benefits, including individual retirement accounts (IRAs). Through Wealth Management, clients can access financial planning, investment management, personal and corporate trust services, estate administration, and custodial solutions. Additional offerings extend to debit and credit cards, modern online and mobile banking platforms, secure payment solutions, and exclusive private banking privileges, as well as flex spending accounts and government health insurance program services. Geographically, the company's banking services are delivered through fourteen offices located in North Dakota, Minnesota, and Arizona. Its Retirement and Benefit Services, however, boast a national footprint, serving clients in all 50 states from offices situated in Michigan, Minnesota, and Colorado. Founded in 1879, Alerus Financial Corporation was originally known as First National Bank North Dakota before adopting its current name in 2000. The company maintains its headquarters in Grand Forks, North Dakota.
News Sentiment (7d)
Based on only 2 articles — low confidence
- Alerus (ALRS) is a Great Momentum Stock: Should You Buy? Zacks Investment Research
Market Cap & Enterprise Value
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD31.84
+0.60 (+1.94%)
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Volume Profile
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Liquidity & share structure
Average Volume
204.0K
Beta
0.71
Float Shares
23.24M
Free Float %
90.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.44% | -0.41% | +7.67% | +6.69% | +25.07% | +19.63% | +20.70% | +88.13% | -14.67% | +49.67% | +634.06% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (5 ratings, all time)
Hold
Price Targets & DCF
Current price
31.84
Low
28.50
-10.5%
Consensus
28.75
-9.7%
Median
28.75
-9.7%
High
29.00
-8.9%
DCF (Unlevered)
6.46
-79.7%
DCF (Levered)
37.98
+19.3%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
0% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | -1 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
28.50
-10.5%
|
| Last Quarter | 1 |
28.50
-10.5%
|
| Last Year | 3 |
28.17
-11.5%
|
| All Time | 9 |
24.83
-22.0%
|
Quality scores
Altman Z-Score
0.24
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
-
Revenue growth-3.1% Q1'26: +2.7% (vs Q1'25)
-
EPS growth-18.1% Q1'26: +73.1% (vs Q1'25)
-
FCF margin— Q1'26: +26.4% (vs Q1'25)
-
EBIT margin— Q1'26: +30.9% (vs Q1'25)
-
ROIC— Q1'26: +12.3% (vs Q1'25)
-
Share dilution+20.5% Q1'26: -1.0% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 2.49× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 3 EPS Ana. |
Dec 2027 3 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
204.64M
est: 186.10M (+10.0%)
|
239.77M
est: 227.19M (+5.5%)
|
235.79M
est: 231.93M (+1.7%)
|
224.58M
est: 214.80M (+4.6%)
|
243.26M
est: 164.06M (+48.3%)
|
338.29M
est: 212.40M (+59.3%)
|
327.86M
est: 287.34M (+14.1%)
|
306.43M
304.96M – 307.96M
+6.6% YoY
|
316.98M
315.45M – 318.56M
+3.4% YoY
|
| EBITDA |
47.66M
est: 40.79M (+16.8%)
|
67.44M
est: 63.58M (+6.1%)
|
77.89M
est: 55.35M (+40.7%)
|
60.42M
est: 58.46M (+3.4%)
|
24.36M
est: 30.63M (-20.5%)
|
38.04M
est: 39.66M (-4.1%)
|
39.88M
est: 53.65M (-25.7%)
|
57.22M
56.94M – 57.50M
+6.6% YoY
|
59.19M
58.90M – 59.48M
+3.4% YoY
|
| EBIT |
38.90M
est: 33.67M (+15.5%)
|
58.52M
est: 41.11M (+42.4%)
|
69.08M
est: 41.96M (+64.6%)
|
52.18M
est: 38.86M (+34.3%)
|
15.85M
est: 23.88M (-33.6%)
|
23.16M
est: 30.92M (-25.1%)
|
22.59M
est: 41.83M (-46.0%)
|
44.61M
44.39M – 44.83M
+6.6% YoY
|
46.14M
45.92M – 46.37M
+3.4% YoY
|
| Net Income |
29.54M
est: 38.73M (-23.7%)
|
44.68M
est: 34.68M (+28.8%)
|
52.68M
est: 34.89M (+51.0%)
|
40.01M
est: 36.61M (+9.3%)
|
11.70M
est: 9.21M (+27.0%)
|
17.78M
est: 32.72M (-45.7%)
|
17.44M
est: 64.43M (-72.9%)
|
74.60M
73.26M – 76.05M
+15.8% YoY
|
71.13M
69.97M – 72.52M
-4.7% YoY
|
| SGA |
77.18M
est: 65.83M (+17.2%)
|
92.34M
est: 98.32M (-6.1%)
|
96.57M
est: 80.09M (+20.6%)
|
83.91M
est: 92.87M (-9.6%)
|
79.32M
est: 55.32M (+43.4%)
|
90.56M
est: 71.62M (+26.5%)
|
101.29M
est: 96.88M (+4.6%)
|
103.32M
102.82M – 103.84M
+6.6% YoY
|
106.88M
106.36M – 107.41M
+3.4% YoY
|
| EPS |
1.96
est: 1.82 (+7.9%)
|
2.57
est: 2.41 (+6.5%)
|
3.02
est: 2.80 (+7.7%)
|
2.12
est: 2.21 (-3.9%)
|
0.59
est: 0.36 (+64.6%)
|
0.84
est: 1.28 (-34.3%)
|
0.69
est: 2.50 (-72.4%)
|
2.91
2.85 – 2.96
+16.2% YoY
|
2.77
2.72 – 2.82
-4.7% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-01 | Piper Sandler | Neutral | Neutral | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B- | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-08 | B- | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-07 | B- | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-06 | B- | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-05 | B- | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-04 | B- | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-01 | B- | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-30 | C+ | 2/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-29 | C+ | 2/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-28 | B- | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-27 | B- | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-24 | B- | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | B- | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-22 | B- | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-21 | B | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-20 | B | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-17 | B | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-16 | B | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
92.47M
OE per share TTM
3.62
Owner's Yield
13.46%
Maintenance CapEx ratio
1.53%
Maint CapEx / Avg PPE
13.8%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
19
Total invested
10.86M
Insider transactions (90d)
0
Beneficial owners (>5%)
8
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Alerus Financial Corporation Employee Stock Ownership Plan | 1.21M | 7.02% | — | 1.21M | — | — | EP | North Dakota | 2022-02-10 | ↗ |
| 2 | Financial Corporation Employee Stock Ownership Plan | 1.17M | 6.84% | — | 1.17M | — | — | EP | North Dakota | 2021-02-10 | ↗ |
| 3 | (1)Names of reporting persons. BlackRock, Inc. | 1.02M | 5.10% | 1.00M | — | 1.02M | — | HC | Delaware | 2023-02-03 | ↗ |
| 4 | (1) BlackRock, Inc. | 982.6K | 4.90% | 962.0K | — | 982.6K | — | HC | Delaware | 2022-10-07 | ↗ |
| 5 | Alerus Financial Corporation | 679.1K | 15.54% | 87.1K | 592.0K | 87.1K | 592.0K | HC | North Dakota | 2009-05-14 | ↗ |
| 6 | Alerus Financial,N.A. | 679.1K | 15.54% | 87.1K | 592.0K | 87.1K | 592.0K | BK | United States (National Bank) | 2009-05-14 | ↗ |
| 7 | First National Bank North Dakota | 538.2K | 20.64% | 68.0K | 470.1K | 68.0K | 470.1K | BK | United States (National Bank) | 2000-02-14 | ↗ |
| 8 | First National Corporation North Dakota | 538.2K | 20.64% | 68.0K | 470.1K | 68.0K | 470.1K | HC | North Dakota | 2000-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
19
-123 vs prev Q
New positions
1
Closed positions
124
Increased
4
Reduced
5
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | ALERUS FINANCIAL NA | 2.29M -26.2K (-1.1%) | 51.55M +289.0K (+0.6%) | 9.01% -0.117 pp | 2.52% -0.086 pp | USD23.58 -4.5% | 25 qtrs — |
| 2 | BLACKROCK, INC. | 1.80M +11.7K (+0.7%) | 40.57M +944.7K (+2.4%) | 7.09% +0.035 pp | 0.00% +0.000 pp | USD22.57 -0.2% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 1.29M +20.4K (+1.6%) | 29.04M +942.6K (+3.4%) | 5.08% +0.073 pp | 0.00% +0.000 pp | USD22.98 -2.0% | 25 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 830.1K +33.4K (+4.2%) | 18.69M +1.1M (+6.0%) | 3.27% +0.129 pp | 0.00% +0.000 pp | USD20.90 +7.8% | 24 qtrs — |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 603.4K +23.4K (+4.0%) | 13.59M +747.3K (+5.8%) | 2.38% +0.089 pp | 0.00% +0.000 pp | USD21.69 +3.8% | 25 qtrs — |
| 6 | ENDEAVOUR CAPITAL ADVISORS INC | 516.5K +2.6K (+0.5%) | 11.63M +253.8K (+2.2%) | 2.04% +0.009 pp | 3.24% -0.205 pp | USD19.25 +17.0% | 26 qtrs — |
| 7 | STATE STREET CORP | 476.0K +4.3K (+0.9%) | 10.82M +276.7K (+2.6%) | 1.87% +0.014 pp | 0.00% +0.000 pp | USD21.17 +6.4% | 25 qtrs — |
| 8 | M3F, INC. | 411.2K +148.8K (+56.7%) | 9.26M +3.4M (+59.4%) | 1.62% +0.584 pp | 2.54% +0.897 pp | USD20.90 +7.8% | 5 qtrs — |
| 9 | AMERIPRISE FINANCIAL INC | 379.5K +3.7K (+1.0%) | 8.55M +226.0K (+2.7%) | 1.50% +0.013 pp | 0.00% +0.000 pp | USD21.95 +2.6% | 15 qtrs — |
| 10 | PHOCAS FINANCIAL CORP. | 334.4K +169.0K (+102.2%) | 7.53M +3.9M (+105.7%) | 1.32% +0.664 pp | 0.98% +0.505 pp | USD22.33 +0.9% | 2 qtrs — |
| 11 | AQR CAPITAL MANAGEMENT LLC | 323.1K -17.2K (-5.0%) | 7.28M -257.2K (-3.4%) | 1.27% -0.069 pp | 0.00% -0.001 pp | USD21.19 +6.3% | 4 qtrs — |
| 12 | MORGAN STANLEY | 304.6K -3.7K (-1.2%) | 6.86M +34.9K (+0.5%) | 1.20% -0.016 pp | 0.00% +0.000 pp | USD21.42 +5.1% | 25 qtrs — |
| 13 | GOLDMAN SACHS GROUP INC | 298.1K +80.6K (+37.1%) | 6.71M +1.9M (+39.4%) | 1.17% +0.316 pp | 0.00% +0.000 pp | USD21.81 +3.3% | 26 qtrs — |
| 14 | CHOREO, LLC | 294.6K -97.0 (0.0%) | 6.56M +31.3K (+0.5%) | 1.16% -0.002 pp | 0.08% -0.002 pp | USD18.91 +19.1% | 5 qtrs — |
| 15 | GRACE & WHITE INC /NY | 256.2K +— (+0.0%) | 5.77M +97.4K (+1.7%) | 1.01% -0.002 pp | 1.03% +0.028 pp | USD19.24 +17.0% | 5 qtrs — |
| 16 | WELLINGTON MANAGEMENT GROUP LLP | 245.5K +19.5K (+8.6%) | 5.53M +524.8K (+10.5%) | 0.97% +0.076 pp | 0.00% +0.000 pp | USD18.93 +19.0% | 4 qtrs — |
| 17 | ALLIANCEBERNSTEIN L.P. | 243.6K -30.5K (-11.1%) | 5.49M -582.7K (-9.6%) | 0.96% -0.122 pp | 0.00% 0.000 pp | USD19.25 +17.0% | 7 qtrs — |
| 18 | GENDELL JEFFREY L | 233.7K +— (+0.0%) | 5.26M +88.8K (+1.7%) | 0.92% -0.001 pp | 0.09% -0.004 pp | USD19.24 +17.0% | 5 qtrs — |
| 19 | BANC FUNDS CO LLC | 215.0K -67.5K (-23.9%) | 4.84M -1.4M (-22.6%) | 0.85% -0.267 pp | 0.96% -0.135 pp | USD22.00 +2.4% | 26 qtrs — |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 207.2K -4.2K (-2.0%) | 4.67M -13.6K (-0.3%) | 0.82% -0.017 pp | 0.00% +0.000 pp | USD21.13 +6.6% | 25 qtrs — |
| 21 | CSM ADVISORS, LLC | 201.9K +17.5K (+9.5%) | 4.55M +464.0K (+11.4%) | 0.80% +0.068 pp | 0.12% +0.009 pp | USD21.72 +3.7% | 3 qtrs — |
| 22 | AMERICAN CENTURY COMPANIES INC | 182.5K +57.0K (+45.4%) | 4.11M +1.3M (+47.9%) | 0.72% +0.224 pp | 0.00% +0.001 pp | USD22.23 +1.3% | 21 qtrs — |
| 23 | NORTHERN TRUST CORP | 181.9K -17.5K (-8.8%) | 4.10M -318.3K (-7.2%) | 0.72% -0.070 pp | 0.00% +0.000 pp | USD20.02 +12.5% | 25 qtrs — |
| 24 | QUBE RESEARCH & TECHNOLOGIES LTD | 140.6K +30.4K (+27.6%) | 3.17M +726.7K (+29.8%) | 0.55% +0.120 pp | 0.00% +0.001 pp | USD21.58 +4.4% | 9 qtrs — |
| 25 | CUTLER CAPITAL MANAGEMENT, LLC | 138.0K -10.0K (-6.8%) | 3.11M -169.0K (-5.2%) | 0.54% -0.040 pp | 0.91% -0.139 pp | USD22.02 +2.3% | 14 qtrs — |
| 26 | GABELLI FUNDS LLC | 137.8K +— (+0.0%) | 3.10M +52.4K (+1.7%) | 0.54% 0.000 pp | 0.02% +0.000 pp | USD21.64 +4.1% | 3 qtrs — |
| 27 | BANK OF NEW YORK MELLON CORP | 119.0K +7.4K (+6.6%) | 2.68M +209.1K (+8.5%) | 0.47% +0.029 pp | 0.00% +0.000 pp | USD22.36 +0.7% | 25 qtrs — |
| 28 | RENAISSANCE TECHNOLOGIES LLC | 119.0K +29.9K (+33.6%) | 2.68M +707.9K (+35.9%) | 0.47% +0.117 pp | 0.00% +0.002 pp | USD20.01 +12.5% | 5 qtrs — |
| 29 | TWO SIGMA INVESTMENTS, LP | 117.9K +23.6K (+25.0%) | 2.66M +566.9K (+27.1%) | 0.46% +0.092 pp | 0.00% +0.001 pp | USD20.75 +8.5% | 18 qtrs — |
| 30 | SIPPICAN CAPITAL ADVISORS | 113.8K +2.0K (+1.8%) | 2.56M +87.0K (+3.5%) | 0.45% +0.007 pp | 1.65% +0.010 pp | USD20.20 +11.5% | 10 qtrs — |
| 31 | LOS ANGELES CAPITAL MANAGEMENT LLC | 103.3K +7.9K (+8.3%) | 2.19M +78.8K (+3.7%) | 0.41% +0.031 pp | 0.01% +0.000 pp | USD21.60 +4.3% | 8 qtrs — |
| 32 | ACADIAN ASSET MANAGEMENT LLC | 90.8K +110.0 (+0.1%) | 2.04M +37.0K (+1.8%) | 0.36% 0.000 pp | 0.00% 0.000 pp | USD19.67 +14.5% | 9 qtrs — |
| 33 | MARSHALL WACE, LLP | 87.2K +28.5K (+48.5%) | 1.96M +663.7K (+51.1%) | 0.34% +0.112 pp | 0.00% +0.001 pp | USD21.40 +5.2% | 4 qtrs — |
| 34 | GAMCO INVESTORS, INC. ET AL | 85.1K -10.3K (-10.8%) | 1.92M -196.2K (-9.3%) | 0.34% -0.041 pp | 0.02% -0.002 pp | USD21.64 +4.1% | 3 qtrs — |
| 35 | MARTINGALE ASSET MANAGEMENT L P | 80.8K +4.0K (+5.2%) | 1.82M +119.3K (+7.0%) | 0.32% +0.016 pp | 0.05% +0.004 pp | USD22.16 +1.6% | 2 qtrs — |
| 36 | FIRST TRUST ADVISORS LP | 80.7K +2.0K (+2.6%) | 1.82M +75.4K (+4.3%) | 0.32% +0.008 pp | 0.00% +0.000 pp | USD22.15 +1.7% | 2 qtrs — |
| 37 | MAIRS & POWER INC | 79.4K -7.4K (-8.5%) | 1.79M -133.4K (-6.9%) | 0.31% -0.030 pp | 0.02% -0.001 pp | USD28.29 -20.4% | 17 qtrs — |
| 38 | JPMORGAN CHASE & CO | 75.8K +2.8K (+3.8%) | 1.71M +89.8K (+5.6%) | 0.30% +0.011 pp | 0.00% +0.000 pp | USD21.19 +6.3% | 25 qtrs — |
| 39 | CWM, LLC | 73.6K +1.6K (+2.2%) | 1.66M +63.0K (+4.0%) | 0.29% +0.006 pp | 0.00% 0.000 pp | USD19.84 +13.5% | 14 qtrs — |
| 40 | FORTRESS FINANCIAL GROUP, LLC | 67.3K +43.0 (+0.1%) | 1.52M +26.5K (+1.8%) | 0.27% 0.000 pp | 1.12% -0.023 pp | USD19.25 +17.0% | 5 qtrs — |
| 41 | FJ CAPITAL MANAGEMENT LLC | 67.1K +67.1K (+100.0%) | 1.51M +1.5M (+100.0%) | 0.26% +0.264 pp | 0.17% +0.167 pp | USD22.52 +0.0% | 1 qtrs NEW |
| 42 | GATOR CAPITAL MANAGEMENT, LLC | 65.4K +505.0 (+0.8%) | 1.47M +36.0K (+2.5%) | 0.26% +0.002 pp | 0.30% -0.066 pp | USD22.14 +1.7% | 2 qtrs — |
| 43 | MAN GROUP PLC | 64.1K +13.1K (+25.6%) | 1.44M +313.7K (+27.8%) | 0.25% +0.051 pp | 0.00% +0.001 pp | USD20.99 +7.3% | 6 qtrs — |
| 44 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 60.2K +— (+0.0%) | 1.36M +22.9K (+1.7%) | 0.24% 0.000 pp | 0.05% +0.000 pp | USD22.10 +1.9% | 14 qtrs — |
| 45 | QUANTINNO CAPITAL MANAGEMENT LP | 57.5K +18.1K (+46.0%) | 1.29M +422.7K (+48.5%) | 0.23% +0.071 pp | 0.00% +0.000 pp | USD22.09 +1.9% | 3 qtrs — |
| 46 | NEW YORK STATE COMMON RETIREMENT FUND | 52.2K +23.2K (+80.2%) | 1.18M +534.2K (+83.3%) | 0.21% +0.091 pp | 0.00% +0.001 pp | USD21.96 +2.6% | 24 qtrs — |
| 47 | BARCLAYS PLC | 51.3K +6.9K (+15.5%) | 1.15M +139.0K (+13.7%) | 0.20% +0.027 pp | 0.00% +0.000 pp | USD22.57 -0.2% | 25 qtrs — |
| 48 | WEALTH FORWARD, LLC | 50.3K +— (+0.0%) | 1.13M +19.1K (+1.7%) | 0.20% 0.000 pp | 0.64% -0.007 pp | USD22.39 +0.6% | 9 qtrs — |
| 49 | GSA CAPITAL PARTNERS LLP | 49.1K +5.0K (+11.3%) | 1.11M +129.0K (+13.2%) | 0.19% +0.020 pp | 0.10% +0.014 pp | USD21.95 +2.6% | 3 qtrs — |
| 50 | PINNACLE HOLDINGS, LLC | 49.0K +— (+0.0%) | 1.10M +18.6K (+1.7%) | 0.19% 0.000 pp | 0.37% -0.005 pp | USD19.24 +17.0% | 5 qtrs — |
| 51 | BANK OF AMERICA CORP /DE/ | 48.9K +8.9K (+22.2%) | 1.10M +215.5K (+24.3%) | 0.19% +0.035 pp | 0.00% +0.000 pp | USD21.13 +6.6% | 25 qtrs — |
| 52 | FEDERATED HERMES, INC. | 47.0K +319.0 (+0.7%) | 1.06M +24.9K (+2.4%) | 0.19% +0.001 pp | 0.00% 0.000 pp | USD22.78 -1.1% | 8 qtrs — |
| 53 | HSBC HOLDINGS PLC | 46.7K +14.0K (+43.0%) | 1.04M +326.1K (+45.8%) | 0.18% +0.055 pp | 0.00% +0.000 pp | USD19.75 +14.0% | 24 qtrs — |
| 54 | MILLENNIUM MANAGEMENT LLC | 39.2K +338.0 (+0.9%) | 883.9K +22.4K (+2.6%) | 0.15% +0.001 pp | 0.00% +0.000 pp | USD18.93 +19.0% | 7 qtrs — |
| 55 | NUVEEN, LLC | 39.2K -85.6K (-68.6%) | 882.8K -1.9M (-68.1%) | 0.15% -0.338 pp | 0.00% -0.001 pp | USD19.26 +16.9% | 4 qtrs — |
| 56 | CETERA INVESTMENT ADVISERS | 34.7K +13.3K (+62.4%) | 781.2K +308.4K (+65.2%) | 0.14% +0.052 pp | 0.00% +0.000 pp | USD20.65 +9.1% | 21 qtrs — |
| 57 | IEQ CAPITAL, LLC | 33.6K +1.5K (+4.8%) | 756.3K +46.9K (+6.6%) | 0.13% +0.006 pp | 0.00% +0.000 pp | USD21.90 +2.8% | 3 qtrs — |
| 58 | MARINER, LLC | 32.7K +2.9K (+9.8%) | 736.5K +76.9K (+11.7%) | 0.13% +0.011 pp | 0.00% +0.000 pp | USD19.68 +14.4% | 11 qtrs — |
| 59 | TWO SIGMA ADVISERS, LP | 31.0K -9.1K (-22.7%) | 698.1K -189.7K (-21.4%) | 0.12% -0.036 pp | 0.00% 0.000 pp | USD21.70 +3.8% | 18 qtrs — |
| 60 | JANE STREET GROUP, LLC | 30.9K +9.0K (+41.2%) | 695.5K +211.2K (+43.6%) | 0.12% +0.035 pp | 0.00% +0.000 pp | USD19.70 +14.3% | 7 qtrs — |
| 61 | RHUMBLINE ADVISERS | 30.0K -3.1K (-9.3%) | 674.5K -56.3K (-7.7%) | 0.12% -0.012 pp | 0.00% +0.000 pp | USD21.15 +6.5% | 23 qtrs — |
| 62 | INVESCO LTD. | 29.7K -2.4K (-7.6%) | 668.1K -42.4K (-6.0%) | 0.12% -0.010 pp | 0.00% +0.000 pp | USD21.28 +5.8% | 9 qtrs — |
| 63 | — | 28.2K +28.2K (+100.0%) | 634.8K +634.8K (+100.0%) | 0.11% +0.111 pp | 0.32% +0.316 pp | USD22.52 +0.0% | 1 qtrs NEW |
| 64 | CREATIVE PLANNING | 27.5K +5.6K (+25.3%) | 619.1K +133.5K (+27.5%) | 0.11% +0.022 pp | 0.00% +0.000 pp | USD22.22 +1.4% | 2 qtrs — |
| 65 | WELLS FARGO & COMPANY/MN | 26.9K +7.8K (+41.2%) | 604.8K +183.7K (+43.6%) | 0.11% +0.031 pp | 0.00% +0.000 pp | USD21.23 +6.1% | 26 qtrs — |
| 66 | BLACK MAPLE CAPITAL MANAGEMENT LP | 24.6K +13.6K (+124.4%) | 553.5K +311.0K (+128.2%) | 0.10% +0.054 pp | 0.39% +0.270 pp | USD22.44 +0.4% | 6 qtrs — |
| 67 | SQUAREPOINT OPS LLC | 23.3K -56.6K (-70.9%) | 523.7K -1.2M (-70.4%) | 0.09% -0.223 pp | 0.00% -0.001 pp | USD22.03 +2.2% | 3 qtrs — |
| 68 | CITADEL ADVISORS LLC | 22.4K +22.4K (+100.0%) | 504.2K +504.2K (+100.0%) | 0.09% +0.088 pp | 0.00% +0.000 pp | USD22.52 +0.0% | 9 qtrs — |
| 69 | BNP PARIBAS ARBITRAGE, SNC | 21.9K +9.3K (+73.7%) | 493.2K +214.0K (+76.6%) | 0.09% +0.037 pp | 0.00% +0.000 pp | USD22.07 +2.0% | 5 qtrs — |
| 70 | LAFAYETTE INVESTMENTS, INC. | 21.9K +1.8K (+9.0%) | 493.2K +48.2K (+10.8%) | 0.09% +0.007 pp | 0.09% +0.008 pp | USD21.86 +3.0% | 51 qtrs — |
| 71 | XTX TOPCO LTD | 21.9K -2.1K (-8.9%) | 492.2K -39.2K (-7.4%) | 0.09% -0.009 pp | 0.01% -0.015 pp | USD21.73 +3.6% | 5 qtrs — |
| 72 | INSPIRE INVESTING, LLC | 20.9K +255.0 (+1.2%) | 470.2K +13.6K (+3.0%) | 0.08% +0.001 pp | 0.04% -0.002 pp | USD22.37 +0.7% | 6 qtrs — |
| 73 | TREXQUANT INVESTMENT LP | 20.7K +20.7K (+100.0%) | 467.2K +467.2K (+100.0%) | 0.08% +0.082 pp | 0.00% +0.004 pp | USD22.52 +0.0% | 1 qtrs NEW |
| 74 | CANADA PENSION PLAN INVESTMENT BOARD | 18.8K +18.8K (+100.0%) | 423.4K +423.4K (+100.0%) | 0.07% +0.074 pp | 0.00% +0.000 pp | USD22.52 +0.0% | 1 qtrs NEW |
| 75 | UBS GROUP AG | 17.1K -7.1K (-29.3%) | 384.9K -150.6K (-28.1%) | 0.07% -0.028 pp | 0.00% +0.000 pp | USD21.08 +6.8% | 25 qtrs — |
| 76 | FIRST PREMIER BANK | 17.0K +— (+0.0%) | 384.0K +7.0K (+1.9%) | 0.07% 0.000 pp | 0.09% +0.002 pp | USD21.80 +3.3% | 26 qtrs — |
| 77 | DEUTSCHE BANK AG\ | 16.6K +— (+0.0%) | 374.9K +6.3K (+1.7%) | 0.07% 0.000 pp | 0.00% +0.000 pp | USD20.53 +9.7% | 25 qtrs — |
| 78 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 15.9K +6.2K (+63.5%) | 359.0K +143.1K (+66.3%) | 0.06% +0.024 pp | 0.01% +0.003 pp | USD22.85 -1.4% | 17 qtrs — |
| 79 | MERCER GLOBAL ADVISORS INC /ADV | 15.4K +4.0K (+35.2%) | 346.0K +94.4K (+37.5%) | 0.06% +0.016 pp | 0.00% +0.000 pp | USD22.24 +1.3% | 2 qtrs — |
| 80 | STATE OF WISCONSIN INVESTMENT BOARD | 15.1K +15.1K (+100.0%) | 339.5K +339.5K (+100.0%) | 0.06% +0.059 pp | 0.00% +0.001 pp | USD22.52 +0.0% | 3 qtrs — |
| 81 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 14.7K +2.9K (+24.2%) | 331.7K +69.1K (+26.3%) | 0.06% +0.011 pp | 0.00% +0.000 pp | USD22.21 +1.4% | 2 qtrs — |
| 82 | PRICE T ROWE ASSOCIATES INC /MD/ | 13.6K +1.3K (+10.7%) | 307.0K +35.0K (+12.9%) | 0.05% +0.005 pp | 0.00% +0.000 pp | USD21.78 +3.4% | 3 qtrs — |
| 83 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12.7K +608.0 (+5.0%) | 296.7K +34.2K (+13.0%) | 0.05% +0.002 pp | 0.00% +0.000 pp | USD21.81 +3.3% | 3 qtrs — |
| 84 | AVIANCE CAPITAL PARTNERS, LLC | 13.1K +— (+0.0%) | 295.3K +5.0K (+1.7%) | 0.05% +0.000 pp | 0.03% 0.000 pp | USD18.46 +22.0% | 4 qtrs — |
| 85 | METLIFE INVESTMENT MANAGEMENT, LLC | 13.1K +— (+0.0%) | 295.2K +5.0K (+1.7%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD20.77 +8.4% | 23 qtrs — |
| 86 | PANAGORA ASSET MANAGEMENT INC | 12.4K +12.4K (+100.0%) | 278.2K +278.2K (+100.0%) | 0.05% +0.049 pp | 0.00% +0.001 pp | USD22.52 +0.0% | 1 qtrs NEW |
| 87 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 10.9K -15.0 (-0.1%) | 245.6K +3.8K (+1.6%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD19.28 +16.8% | 7 qtrs — |
| 88 | CITIGROUP INC | 10.6K +10.2K (+2,838.2%) | 238.9K +230.9K (+2,888.5%) | 0.04% +0.040 pp | 0.00% +0.000 pp | USD22.49 +0.1% | 25 qtrs — |
| 89 | HARBOR ADVISORS LLC | 9.9K +— (+0.0%) | 222.2K +3.8K (+1.7%) | 0.04% 0.000 pp | 0.03% 0.000 pp | USD21.64 +4.1% | 3 qtrs — |
| 90 | HANSON & DOREMUS INVESTMENT MANAGEMENT | 9.8K +— (+0.0%) | 222.0K +4.0K (+1.8%) | 0.04% 0.000 pp | 0.03% -0.001 pp | USD18.46 +22.0% | 17 qtrs — |
| 91 | NUMERAI GP LLC | 9.2K -54.0 (-0.6%) | 207.1K +2.3K (+1.1%) | 0.04% 0.000 pp | 0.03% -0.004 pp | USD22.14 +1.7% | 4 qtrs — |
| 92 | FMR LLC | 7.8K +6.5K (+501.5%) | 175.8K +147.1K (+511.9%) | 0.03% +0.026 pp | 0.00% +0.000 pp | USD22.02 +2.3% | 16 qtrs — |
| 93 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 6.8K +— (+0.0%) | 152.2K +2.6K (+1.7%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD19.89 +13.2% | 5 qtrs — |
| 94 | QUEST PARTNERS LLC | 4.8K +2.1K (+80.2%) | 108.5K +49.3K (+83.3%) | 0.02% +0.008 pp | 0.01% +0.002 pp | USD22.31 +0.9% | 2 qtrs — |
| 95 | HORRELL CAPITAL MANAGEMENT, INC. | 4.4K +— (+0.0%) | 100.0K +1.7K (+1.7%) | 0.02% +0.000 pp | 0.04% +0.002 pp | USD22.10 +1.9% | 14 qtrs — |
| 96 | RUSSELL INVESTMENTS GROUP, LTD. | 3.2K -1.1K (-25.2%) | 71.5K -22.4K (-23.9%) | 0.01% -0.004 pp | 0.00% +0.000 pp | USD21.84 +3.1% | 11 qtrs — |
| 97 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 2.2K +455.0 (+25.7%) | 50.0K +11.0K (+28.2%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD21.93 +2.7% | 9 qtrs — |
| 98 | US BANCORP \DE\ | 2.2K +50.0 (+2.3%) | 49.1K +1.9K (+4.1%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD21.82 +3.2% | 26 qtrs — |
| 99 | LEGAL & GENERAL GROUP PLC | 2.1K +— (+0.0%) | 46.6K +785.0 (+1.7%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD20.00 +12.6% | 25 qtrs — |
| 100 | AMERITAS INVESTMENT PARTNERS, INC. | 2.0K +— (+0.0%) | 44.2K +746.0 (+1.7%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD19.67 +14.5% | 25 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 86 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | ProShares - Russell 2000 Dividend Growers ETF SMDV | 1.01% | 6.97M | 0.40% |
| 2 | First Trust Dow Jones Select MicroCap Index Fund FDM | 1.00% | 2.61M | 0.65% |
| 3 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.34% | 858.5K | 0.12% |
| 4 | Inspire Small/Mid Cap ETF ISMD | 0.20% | 674.1K | 0.53% |
| 5 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.18% | 157.9K | 0.89% |
| 6 | iShares Micro-Cap ETF IWC | 0.17% | 2.52M | 0.60% |
| 7 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.13% | 2.27M | 0.47% |
| 8 | iShares Russell 2000 Value ETF IWN | 0.05% | 7.27M | 0.24% |
| 9 | Avantis U.S. Small Cap Equity ETF AVSC | 0.05% | 1.46M | 0.25% |
| 10 | WisdomTree U.S. SmallCap Fund EES | 0.05% | 325.2K | 0.38% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.67
Neutral
Ratio by volume
0.95
Neutral
Buys
6
Sells
9
Shares acquired
15.6K
Shares disposed
16.4K
Cash buys
—
Cash sales
—
Net activity
-881
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-26 | Wilson Forrest | Officer | A-Award | A | Restricted Stock Units | 6,602 | 0.00 | — | 6,602 | D | ↗ |
| 2026-02-26 | Villalon Alan | Officer | A-Award | A | Restricted Stock Units | 7,246 | 0.00 | — | 7,246 | D | ↗ |
| 2026-02-26 | Taylor Karin M | Officer | M-Exempt | D | Restricted Stock Units | 3,574 | 0.00 | — | 0 | D | ↗ |
| 2026-02-26 | Lorenson Katie A | Director / Officer | M-Exempt | D | Restricted Stock Units | 9,363 | 0.00 | — | 0 | D | ↗ |
| 2026-02-26 | Keney Missy | Officer | M-Exempt | D | Restricted Stock Units | 2,349 | 0.00 | — | 0 | D | ↗ |
| 2026-02-26 | Collins Jim | Officer | M-Exempt | D | Restricted Stock Units | 4,239 | 0.00 | — | 0 | D | ↗ |
| 2026-02-23 | Taylor Karin M | Officer | F-InKind | D | Common Stock | 774 | 25.45 | 19.7K | 26,110 | D | ↗ |
| 2026-02-23 | Lorenson Katie A | Director / Officer | F-InKind | A | Common Stock | 2,025 | 25.45 | 51.5K | 51,912 | D | ↗ |
| 2026-02-23 | Keney Missy | Officer | F-InKind | D | Common Stock | 779 | 25.45 | 19.8K | 3,566 | I | ↗ |
| 2026-02-23 | Collins Jim | Officer | F-InKind | D | Common Stock | 917 | 25.45 | 23.3K | 13,022 | D | ↗ |
| 2026-02-21 | Villalon Alan | Officer | M-Exempt | D | Restricted Stock Units | 1,915 | 0.00 | — | 0 | D | ↗ |
| 2026-02-21 | Taylor Karin M | Officer | M-Exempt | A | Common Stock | 2,128 | 0.00 | — | 26,885 | D | ↗ |
| 2026-02-21 | Lorenson Katie A | Director / Officer | M-Exempt | D | Restricted Stock Units | 5,572 | 0.00 | — | 0 | D | ↗ |
| 2026-02-21 | Keney Missy | Officer | M-Exempt | D | Restricted Stock Units | 1,398 | 0.00 | — | 0 | D | ↗ |
| 2026-02-21 | Collins Jim | Officer | M-Exempt | D | Restricted Stock Units | 2,523 | 0.00 | — | 0 | D | ↗ |
| 2025-12-31 | Collins Jim | Officer | F-InKind | D | Common Stock | 1,878 | 22.32 | 41.9K | 11,416 | D | ↗ |
| 2025-07-31 | Villalon Alan | Officer | P-Purchase | A | Common Stock | 2,350 | 21.21 | 49.8K | 10,587 | D | ↗ |
| 2025-07-03 | Taylor Karin M | Officer | M-Exempt | D | Restricted Stock Units | 74 | 0.00 | — | 110 | D | ↗ |
| 2025-07-03 | Koob Kari | Director / Officer | F-InKind | D | Common Stock | 100 | 22.43 | 2.2K | 1,342 | D | ↗ |
| 2025-05-22 | Zimmer Mary | Director | A-Award | A | Common Stock | 2,354 | 0.00 | — | 10,602 | D | ↗ |
| 2025-05-22 | Vetter Galen G | Director | A-Award | A | Common Stock | 2,354 | 0.00 | — | 50,926 | D | ↗ |
| 2025-05-22 | Uribe John | Director | A-Award | A | Common Stock | 2,354 | 0.00 | — | 5,580 | D | ↗ |
| 2025-05-22 | Sorum Nikki | Director | A-Award | A | Common Stock | 2,354 | 0.00 | — | 5,580 | D | ↗ |
| 2025-05-22 | Newman Randy L | Director | A-Award | A | Common Stock | 2,354 | 0.00 | — | 308,114 | D | ↗ |
| 2025-05-22 | ESTEP JANET O | Director | A-Award | A | Common Stock | 2,354 | 0.00 | — | 13,069 | D | ↗ |
| 2025-05-22 | Coughlin Daniel E | Director | A-Award | A | Common Stock | 2,354 | 0.00 | — | 47,311 | D | ↗ |
| 2025-05-22 | Bolton Jeffrey | Director | A-Award | A | Common Stock | 2,354 | 0.00 | — | 11,391 | D | ↗ |
| 2025-05-01 | Wilson Forrest | Officer | P-Purchase | A | Common Stock | 5,000 | 19.93 | 99.7K | 14,204 | D | ↗ |
| 2025-02-26 | Wilson Forrest | Officer | A-Award | A | Restricted Stock Units | 7,558 | 0.00 | — | 7,558 | D | ↗ |
| 2025-02-26 | Villalon Alan | Officer | A-Award | A | Restricted Stock Units | 7,849 | 0.00 | — | 7,849 | D | ↗ |
| 2025-02-26 | Taylor Karin M | Officer | A-Award | A | Restricted Stock Units | 7,849 | 0.00 | — | 7,849 | D | ↗ |
| 2025-02-26 | Lorenson Katie A | Director / Officer | A-Award | A | Restricted Stock Units | 21,197 | 0.00 | — | 21,197 | D | ↗ |
| 2025-02-26 | Koob Kari | Director / Officer | A-Award | A | Restricted Stock Units | 921 | 0.00 | — | 921 | D | ↗ |
| 2025-02-26 | Keney Missy | Officer | A-Award | A | Restricted Stock Units | 5,087 | 0.00 | — | 5,087 | D | ↗ |
| 2025-02-26 | Collins Jim | Officer | A-Award | A | Restricted Stock Units | 9,012 | 0.00 | — | 9,012 | D | ↗ |
| 2025-02-03 | Villalon Alan | Officer | M-Exempt | D | Restricted Stock Units | 1,326 | 0.00 | — | 1,989 | D | ↗ |
| 2025-02-03 | Taylor Karin M | Officer | F-InKind | D | Common Stock | 504 | 21.14 | 10.7K | 24,756 | D | ↗ |
| 2025-02-03 | Lorenson Katie A | Director / Officer | M-Exempt | D | Restricted Stock Units | 3,858 | 0.00 | — | 5,788 | D | ↗ |
| 2025-02-03 | Keney Missy | Officer | M-Exempt | D | Restricted Stock Units | 246 | 0.00 | — | 368 | D | ↗ |
| 2025-02-03 | Collins Jim | Officer | M-Exempt | A | Common Stock | 1,502 | 0.00 | — | 13,294 | D | ↗ |
| 2025-01-28 | Villalon Alan | Officer | F-InKind | D | Common Stock | 1,899 | 20.22 | 38.4K | 7,388 | D | ↗ |
| 2025-01-02 | Hendry Jon | Officer | M-Exempt | A | Common Stock | 1,891 | 0.00 | — | 57,321 | D | ↗ |
| 2024-12-31 | Collins Jim | Officer | F-InKind | D | Common Stock | 1,856 | 19.03 | 35.3K | 11,792 | D | ↗ |
| 2024-11-01 | Lorenson Katie A | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 20.30 | 20.3K | 44,507 | D | ↗ |
| 2024-10-10 | Bolton Jeffrey | Director | A-Award | A | Common Stock | 1,309 | 0.00 | — | 9,038 | D | ↗ |
| 2024-10-09 | Bolton Jeffrey | Director | A-Award | A | Common Stock | 7,729 | 27.99 | 216.3K | 7,729 | D | ↗ |
| 2024-07-01 | Koob Kari | Director / Officer | A-Award | A | Common Stock | 765 | 0.00 | — | 1,442 | D | ↗ |
| 2024-05-21 | Zimmer Mary | Director | A-Award | A | Common stock | 2,559 | 0.00 | — | 8,248 | — | ↗ |
| 2024-05-21 | Vetter Galen G | Director | A-Award | A | Common stock | 2,559 | 0.00 | — | 48,572 | — | ↗ |
| 2024-05-21 | Uribe John | Director | A-Award | A | Common stock | 2,559 | 0.00 | — | 3,226 | — | ↗ |
| 2024-05-21 | Sorum Nikki | Director | A-Award | A | Common stock | 2,559 | 0.00 | — | 3,226 | — | ↗ |
| 2024-05-21 | Newman Randy L | Director | A-Award | A | Common stock | 2,559 | 0.00 | — | 208,131 | — | ↗ |
| 2024-05-21 | ESTEP JANET O | Director | A-Award | A | Common stock | 2,559 | 0.00 | — | 10,715 | — | ↗ |
| 2024-05-21 | Coughlin Daniel E | Director | A-Award | A | Common stock | 2,559 | 0.00 | — | 44,957 | — | ↗ |
| 2024-02-27 | Wilson Forrest | Officer | A-Award | A | Restricted Stock Units | 5,723 | 0.00 | — | 5,723 | — | ↗ |
| 2024-02-27 | Villalon Alan | Officer | A-Award | A | Restricted Stock Units | 6,319 | 0.00 | — | 6,319 | — | ↗ |
| 2024-02-27 | Taylor Karin M | Officer | M-Exempt | D | Restricted Stock Units | 2,648 | 0.00 | — | 0 | — | ↗ |
| 2024-02-27 | Newman Randy L | Director | M-Exempt | A | Common stock | 13,251 | 0.00 | — | 205,572 | — | ↗ |
| 2024-02-27 | Lorenson Katie A | Director / Officer | M-Exempt | D | Restricted Stock Units | 3,234 | 0.00 | — | 0 | — | ↗ |
| 2024-02-27 | Keney Missy | Officer | A-Award | A | Restricted Stock Units | 4,375 | 0.00 | — | 4,375 | — | ↗ |
| 2024-02-27 | Hendry Jon | Officer | M-Exempt | A | Common stock | 2,298 | 0.00 | — | 53,192 | — | ↗ |
| 2024-02-27 | Collins Jim | Officer | A-Award | A | Restricted Stock Units | 8,150 | 0.00 | — | 8,150 | — | ↗ |
| 2024-02-26 | Wilson Forrest | Officer | A-Award | A | Common Stock | 9,204 | 0.00 | — | 9,204 | — | ↗ |
| 2024-02-17 | Taylor Karin M | Officer | M-Exempt | D | Restricted Stock Units | 1,176 | 0.00 | — | 0 | — | ↗ |
| 2024-02-17 | Lorenson Katie A | Director / Officer | M-Exempt | D | Restricted Stock Units | 1,437 | 0.00 | — | 0 | — | ↗ |
| 2024-02-17 | Keney Missy | Officer | M-Exempt | D | Restricted Stock Units | 224 | 0.00 | — | 0 | — | ↗ |
| 2024-02-17 | Hendry Jon | Officer | M-Exempt | D | Restricted Stock Units | 1,021 | 0.00 | — | 0 | — | ↗ |
| 2024-01-16 | Uribe John | Director | A-Award | A | Common stock | 707 | 0.00 | — | 707 | — | ↗ |
| 2024-01-16 | Sorum Nikki | Director | A-Award | A | Common stock | 707 | 0.00 | — | 707 | — | ↗ |
| 2024-01-02 | Collins Jim | Officer | F-InKind | D | Common stock | 1,856 | 22.39 | 41.6K | 13,648 | — | ↗ |
| 2023-12-13 | Uribe John | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-13 | Sorum Nikki | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-08-18 | Koob Kari | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 677 | — | ↗ |
| 2023-05-15 | Villalon Alan | Officer | P-Purchase | A | Common stock | 1,000 | 14.40 | 14.4K | 9,287 | — | ↗ |
| 2023-05-12 | Vetter Galen G | Director | P-Purchase | A | Common Stock | 1,100 | 13.90 | 15.3K | 44,451 | — | ↗ |
| 2023-05-12 | Lorenson Katie A | Director / Officer | P-Purchase | A | Common Stock | 1,438 | 13.90 | 20.0K | 38,836 | — | ↗ |
| 2023-05-11 | ESTEP JANET O | Director | P-Purchase | A | Common Stock | 2,200 | 13.39 | 29.4K | 8,156 | — | ↗ |
| 2023-05-08 | Zimmer Mary | Director | A-Award | A | Common Stock | 2,589 | 0.00 | — | 5,689 | — | ↗ |
| 2023-05-08 | Vetter Galen G | Director | A-Award | A | Common Stock | 2,589 | 0.00 | — | 43,351 | — | ↗ |
| 2023-05-08 | Newman Randy L | Director | A-Award | A | Common Stock | 2,589 | 0.00 | — | 524,183 | — | ↗ |
| 2023-05-08 | Mathews Michael S | Director | A-Award | A | Common Stock | 2,589 | 0.00 | — | 10,324 | — | ↗ |
| 2023-05-08 | Lemke Kevin D | Director | A-Award | A | Common Stock | 2,589 | 0.00 | — | 84,570 | — | ↗ |
| 2023-05-08 | ESTEP JANET O | Director | A-Award | A | Common Stock | 2,589 | 0.00 | — | 4,439 | — | ↗ |
| 2023-05-08 | Coughlin Daniel E | Director | A-Award | A | Common Stock | 2,589 | 0.00 | — | 42,398 | — | ↗ |
| 2023-03-17 | Lorenson Katie A | Director / Officer | P-Purchase | A | Common Stock | 905 | 16.56 | 15.0K | 37,398 | — | ↗ |
| 2023-03-16 | Keney Missy | Officer | P-Purchase | A | Common Stock | 451 | 16.93 | 7.6K | 6,168 | — | ↗ |
| 2023-03-15 | Villalon Alan | Officer | P-Purchase | A | Common stock | 3,000 | 16.35 | 49.1K | 8,287 | — | ↗ |
| 2023-03-08 | Lorenson Katie A | Director / Officer | P-Purchase | A | Common Stock | 789 | 18.94 | 14.9K | 36,493 | — | ↗ |
| 2023-02-21 | Villalon Alan | Officer | A-Award | A | Restricted Stock Units | 4,787 | 0.00 | — | 4,787 | — | ↗ |
| 2023-02-21 | Taylor Karin M | Officer | A-Award | A | Restricted Stock Units | 5,319 | 0.00 | — | 5,319 | — | ↗ |
| 2023-02-21 | Lorenson Katie A | Director / Officer | A-Award | A | Restricted Stock Units | 13,931 | 0.00 | — | 13,931 | — | ↗ |
| 2023-02-21 | Keney Missy | Officer | A-Award | A | Restricted Stock Units | 3,495 | 0.00 | — | 3,495 | — | ↗ |
| 2023-02-21 | Hendry Jon | Officer | A-Award | A | Restricted Stock Units | 4,180 | 0.00 | — | 4,180 | — | ↗ |
| 2023-02-21 | Collins Jim | Officer | A-Award | A | Restricted Stock Units | 6,307 | 0.00 | — | 6,307 | — | ↗ |
| 2023-02-19 | Taylor Karin M | Officer | F-InKind | D | Common Stock | 2,066 | 20.25 | 41.8K | 21,410 | — | ↗ |
| 2023-02-19 | Newman Randy L | Director | F-InKind | D | Common Stock | 5,790 | 20.25 | 117.2K | 515,804 | — | ↗ |
| 2023-02-19 | Lorenson Katie A | Director / Officer | A-Award | A | Common Stock | 6,695 | 0.00 | — | 35,704 | — | ↗ |
| 2023-02-19 | Keney Missy | Officer | F-InKind | D | Common Stock | 336 | 20.25 | 6.8K | 5,580 | — | ↗ |
| 2023-02-19 | Hendry Jon | Officer | M-Exempt | D | Peformance-Based Restricted Stock Units | 3,232 | 0.00 | — | 0 | — | ↗ |
| 2023-01-31 | Zimmer Mary | Director | P-Purchase | A | Common Stock | 900 | 20.39 | 18.4K | 2,750 | — | ↗ |
| 2023-01-30 | Hanson Jerrod | Officer | P-Purchase | A | Common Stock | 1,100 | 20.10 | 22.1K | 12,700 | — | ↗ |
| 2022-12-31 | Zimmer Mary | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-31 | Vetter Galen G | Director | — | I | Common Stock | 0 | 0.00 | — | 438 | — | ↗ |
| 2022-12-31 | Schurtz Jill | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-31 | Newman Randy L | Director | — | I | Common Stock | 0 | 0.00 | — | 88,256 | — | ↗ |
| 2022-12-31 | Mathews Michael S | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-31 | Lemke Kevin D | Director | — | I | Common Stock | 0 | 0.00 | — | 19,000 | — | ↗ |
| 2022-12-31 | ESTEP JANET O | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-31 | Coughlin Daniel E | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-07-20 | Keney Missy | Officer | — | I | Common Stock | 0 | 0.00 | — | 5,000 | — | ↗ |
| 2022-07-20 | Hendry Jon | Officer | — | D | Common Stock | 0 | 0.00 | — | 46,874 | — | ↗ |
| 2022-07-03 | Taylor Karin M | Officer | A-Award | A | Restricted Stock Units | 184 | 0.00 | — | 3,499 | — | ↗ |
| 2022-06-16 | Lorenson Katie A | Officer | P-Purchase | A | Common Stock | 1,000 | 22.98 | 23.0K | 29,009 | — | ↗ |
| 2022-05-31 | Collins Jim | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-05-17 | McConn Ann | Officer | G-Gift | D | Common Stock | 2,000 | 0.00 | — | 52,164 | — | ↗ |
| 2022-05-02 | Lorenson Katie A | Officer | P-Purchase | A | Common Stock | 994 | 25.10 | 24.9K | 28,009 | — | ↗ |
| 2022-02-23 | Newman Randy L | Director | A-Award | A | Common Stock | 2,726 | 0.00 | — | 500,794 | — | ↗ |
| 2022-02-23 | McConn Ann | Officer | A-Award | A | Common Stock | 318 | 0.00 | — | 54,672 | — | ↗ |
| 2022-02-22 | Newman Randy L | Director | D-Return | D | Common Stock | 5,760 | 0.00 | — | 515,834 | — | ↗ |
| 2022-02-21 | Taylor Karin M | Officer | A-Award | A | Common Stock | 5,659 | 0.00 | — | 19,455 | — | ↗ |
| 2022-02-21 | Newman Randy L | Director | A-Award | A | Common Stock | 21,504 | 0.00 | — | 504,123 | — | ↗ |
| 2022-02-21 | McConn Ann | Officer | A-Award | A | Common Stock | 7,356 | 0.00 | — | 56,281 | — | ↗ |
| 2022-02-21 | Lorenson Katie A | Director / Officer | A-Award | A | Common Stock | 6,791 | 0.00 | — | 27,015 | — | ↗ |
| 2022-02-03 | Villalon Alan | Officer | A-Award | A | Restricted Stock Units | 3,315 | 0.00 | — | 3,315 | — | ↗ |
| 2022-02-03 | Taylor Karin M | Officer | A-Award | A | Restricted Stock Units | 3,315 | 0.00 | — | 3,315 | — | ↗ |
| 2022-02-03 | McConn Ann | Officer | A-Award | A | Restricted Stock Units | 3,683 | 0.00 | — | 3,683 | — | ↗ |
| 2022-02-03 | Lorenson Katie A | Director / Officer | A-Award | A | Restricted Stock Units | 9,646 | 0.00 | — | 9,646 | — | ↗ |
| 2022-02-03 | Hanson Jerrod | Officer | A-Award | A | Restricted Stock Units | 754 | 0.00 | — | 754 | — | ↗ |
| 2022-02-01 | Villalon Alan | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-01-28 | Hanson Jerrod | Officer | — | I | Common Stock | 0 | 0.00 | — | 7,729 | — | ↗ |
| 2021-12-28 | McConn Ann | Officer | G-Gift | D | Common Stock | 1,700 | 0.00 | — | 48,925 | — | ↗ |
| 2021-11-15 | Zimmer Mary | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 500 | — | ↗ |
| 2021-11-15 | Schurtz Jill | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 500 | — | ↗ |
| 2021-11-15 | ESTEP JANET O | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 500 | — | ↗ |
| 2021-10-20 | Zimmer Mary | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-10-20 | Schurtz Jill | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-10-20 | ESTEP JANET O | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-05-12 | Vetter Galen G | Director | A-Award | A | Common Stock | 1,215 | 0.00 | — | 39,412 | — | ↗ |
| 2021-05-12 | SMITH SALLY J | Director | A-Award | A | Common Stock | 1,215 | 0.00 | — | 90,994 | — | ↗ |
| 2021-05-12 | Mathews Michael S | Director | A-Award | A | Common Stock | 1,215 | 0.00 | — | 6,385 | — | ↗ |
| 2021-05-12 | Lemke Kevin D | Director | A-Award | A | Common Stock | 1,215 | 0.00 | — | 80,631 | — | ↗ |
| 2021-05-12 | Coughlin Daniel E | Director | A-Award | A | Common Stock | 1,215 | 0.00 | — | 38,459 | — | ↗ |
| 2021-05-12 | BOHN KAREN | Director | A-Award | A | Common Stock | 1,215 | 0.00 | — | 46,004 | — | ↗ |
| 2021-02-26 | McConn Ann | Officer | G-Gift | D | Common Stock | 2,000 | 0.00 | — | 50,625 | — | ↗ |
| 2021-02-22 | Newman Randy L | Director / Officer | F-InKind | D | Common Stock | 4,739 | 28.37 | 134.4K | 482,891 | — | ↗ |
| 2021-02-22 | McConn Ann | Officer | F-InKind | D | Common Stock | 1,680 | 28.37 | 47.7K | 52,617 | — | ↗ |
| 2021-02-22 | Lorenson Katie A | Officer | A-Award | A | Common Stock | 4,934 | 0.00 | — | 20,224 | — | ↗ |
| 2021-02-18 | Newman Randy L | Director / Officer | A-Award | A | Common Stock | 1,612 | 0.00 | — | 469,538 | — | ↗ |
| 2021-02-17 | Taylor Karin M | Officer | A-Award | A | Restricted Stock Units | 2,941 | 0.00 | — | 2,941 | — | ↗ |
| 2021-02-17 | Newman Randy L | Director / Officer | A-Award | A | Restricted Stock Units | 14,723 | 0.00 | — | 14,723 | — | ↗ |
| 2021-02-17 | McConn Ann | Officer | A-Award | A | Restricted Stock Units | 3,637 | 0.00 | — | 3,637 | — | ↗ |
| 2021-02-17 | Lorenson Katie A | Officer | A-Award | A | Restricted Stock Units | 3,593 | 0.00 | — | 3,593 | — | ↗ |
| 2021-02-17 | Goldberg Ryan | Officer | A-Award | A | Restricted Stock Units | 3,476 | 0.00 | — | 3,476 | — | ↗ |
| 2021-02-16 | McConn Ann | Officer | F-InKind | D | Common Stock | 48 | 27.00 | 1.3K | 47,883 | — | ↗ |
| 2020-12-31 | McConn Ann | Officer | — | I | Common Stock | 0 | 0.00 | — | 10,195 | — | ↗ |
| 2020-12-31 | Lemke Kevin D | Director | — | I | Common Stock | 0 | 0.00 | — | 19,000 | — | ↗ |
| 2020-05-28 | Vetter Galen G | Director | A-Award | A | Common Stock | 2,114 | 0.00 | — | 38,197 | — | ↗ |
| 2020-05-28 | SMITH SALLY J | Director | A-Award | A | Common Stock | 2,114 | 0.00 | — | 89,779 | — | ↗ |
| 2020-05-28 | Mathews Michael S | Director | A-Award | A | Common Stock | 2,114 | 0.00 | — | 5,170 | — | ↗ |
| 2020-05-28 | Lemke Kevin D | Director | A-Award | A | Common Stock | 2,144 | 0.00 | — | 77,773 | — | ↗ |
| 2020-05-28 | Coughlin Daniel E | Director | A-Award | A | Common Stock | 2,114 | 0.00 | — | 37,244 | — | ↗ |
| 2020-05-28 | Case Lloyd G | Director | A-Award | A | Common Stock | 2,114 | 0.00 | — | 42,775 | — | ↗ |
| 2020-05-28 | BOHN KAREN | Director | A-Award | A | Common Stock | 2,114 | 0.00 | — | 44,789 | — | ↗ |
| 2020-03-31 | Goldberg Ryan | Officer | A-Award | A | Common Stock | 11,820 | 0.00 | — | 11,820 | — | ↗ |
| 2020-02-26 | Newman Randy L | Director / Officer | D-Return | D | Common Stock | 3,457 | 0.00 | — | 467,926 | — | ↗ |
| 2019-09-17 | Vetter Galen G | Director | P-Purchase | A | Common Stock | 11,904 | 21.00 | 250.0K | 36,083 | — | ↗ |
| 2019-09-17 | Taylor Karin M | Officer | P-Purchase | A | Common Stock | 4,761 | 21.00 | 100.0K | 13,796 | — | ↗ |
| 2019-09-17 | Newman Randy L | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 21.00 | 42.0K | 168,905 | — | ↗ |
| 2019-09-17 | McConn Ann | Officer | P-Purchase | A | Common Stock | 1,190 | 21.00 | 25.0K | 48,192 | — | ↗ |
| 2019-09-17 | Mathews Michael S | Director | P-Purchase | A | Common Stock | 952 | 21.00 | 20.0K | 3,056 | — | ↗ |
| 2019-09-17 | Lorenson Katie A | Officer | P-Purchase | A | Common Stock | 5,500 | 21.00 | 115.5K | 15,290 | — | ↗ |
| 2019-09-17 | Coughlin Daniel E | Director | P-Purchase | A | Common Stock | 10,000 | 21.00 | 210.0K | 35,130 | — | ↗ |
| 2019-09-17 | Compton Kris | Officer | P-Purchase | A | Common Stock | 1,000 | 21.00 | 21.0K | 166,138 | — | ↗ |
| 2019-09-17 | Case Lloyd G | Director | P-Purchase | A | Common Stock | 2,000 | 21.00 | 42.0K | 40,661 | — | ↗ |
| 2019-09-17 | BOHN KAREN | Director | P-Purchase | A | Common Stock | 1,000 | 21.00 | 21.0K | 42,675 | — | ↗ |
| 2019-09-12 | Vetter Galen G | Director | — | I | Common Stock | 0 | 0.00 | — | 1,562 | — | ↗ |
| 2019-09-12 | Taylor Karin M | Officer | — | D | Common Stock | 0 | 0.00 | — | 9,035 | — | ↗ |
| 2019-09-12 | SMITH SALLY J | Director | — | D | Common Stock | 0 | 0.00 | — | 87,665 | — | ↗ |
| 2019-09-12 | Newman Randy L | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 468,812 | — | ↗ |
| 2019-09-12 | McConn Ann | Officer | — | I | Common Stock | 0 | 0.00 | — | 9,299 | — | ↗ |
| 2019-09-12 | Mathews Michael S | Director | — | D | Common Stock | 0 | 0.00 | — | 2,104 | — | ↗ |
| 2019-09-12 | Lorenson Katie A | Officer | — | D | Common Stock | 0 | 0.00 | — | 9,790 | — | ↗ |
| 2019-09-12 | Lemke Kevin D | Director | — | I | Common Stock | 0 | 0.00 | — | 19,000 | — | ↗ |
| 2019-09-12 | Coughlin Daniel E | Director | — | D | Common Stock | 0 | 0.00 | — | 25,130 | — | ↗ |
| 2019-09-12 | Compton Kris | Officer | — | I | Common Stock | 0 | 0.00 | — | 11,652 | — | ↗ |
| 2019-09-12 | Case Lloyd G | Director | — | D | Common Stock | 0 | 0.00 | — | 38,661 | — | ↗ |
| 2019-09-12 | BOHN KAREN | Director | — | D | Common Stock | 0 | 0.00 | — | 41,675 | — | ↗ |
Executive team
Top executives
EBIT / Employee
26.7K
Shares Outstanding
25.56M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Katie A. Lorenson President and Chief Executive Officer | 625.0K | — | 437.5K | — | 484.7K | 83.0K | 1.63M | 26.84% | ↗ |
| 2 | 2025 | Jim R. Collins Executive Vice President and Chief Banking and Revenue Officer | 465.0K | — | 186.0K | — | 262.3K | 54.1K | 967.4K | 19.23% | ↗ |
| 3 | 2025 | Karin M. Taylor Executive Vice President and Chief Operating Officer | 405.0K | — | 162.0K | — | 228.4K | 53.4K | 848.8K | 19.09% | ↗ |
| 4 | 2025 | Forrest R. Wilson Executive Vice President and Chief Retirement Services Officer | 390.0K | — | 156.0K | — | 220.0K | 50.2K | 816.2K | 19.11% | ↗ |
| 5 | 2025 | Alan A. Villalon Executive Vice President and Chief Financial Officer | 360.0K | — | 162.0K | — | 203.0K | 43.6K | 768.7K | 21.07% | ↗ |
| 6 | 2024 | Katie A. Lorenson President and Chief Executive Officer | 600.0K | — | 360.0K | — | 343.2K | 36.3K | 1.34M | 26.87% | ↗ |
| 7 | 2024 | Forrest R. Wilson Executive Vice President and Chief Retirement Services Officer | 317.3K | 150.0K | 325.0K | — | 130.0K | 27.1K | 949.4K | 34.23% | ↗ |
| 8 | 2024 | Jim R. Collins Executive Vice President and Chief Banking and Revenue Officer | 445.0K | — | 178.0K | — | 185.1K | 33.8K | 841.9K | 21.14% | ↗ |
| 9 | 2024 | Karin M. Taylor Executive Vice President and Chief Operating Officer | 378.0K | — | 151.2K | — | 157.2K | 35.1K | 721.5K | 20.96% | ↗ |
| 10 | 2024 | Alan A. Villalon Executive Vice President and Chief Financial Officer | 345.0K | — | 138.0K | — | 143.5K | 35.0K | 661.5K | 20.86% | ↗ |
| 11 | 2023 | Katie A. Lorenson President & Chief Executive Officer | 550.0K | 64.6K | 275.0K | — | 173.3K | 30.5K | 1.09M | 25.15% | ↗ |
| 12 | 2023 | Katie A. Lorenson President and Chief Executive Officer | 550.0K | 64.6K | 275.0K | — | 173.3K | 30.5K | 1.09M | 25.15% | ↗ |
| 13 | 2023 | Jim R. Collins Executive Vice President & Chief Banking & Revenue Officer | 422.2K | 40.4K | 129.0K | — | 108.4K | 30.5K | 730.5K | 17.66% | ↗ |
| 14 | 2023 | Jim R. Collins Executive Vice President and Chief Banking and Revenue Officer | 422.2K | 40.4K | 124.5K | — | 108.4K | 30.5K | 726.0K | 17.15% | ↗ |
| 15 | 2023 | Karin M. Taylor Executive Vice President & Chief Risk & Operating Officer | 357.2K | 34.3K | 109.5K | — | 92.0K | 29.9K | 622.9K | 17.58% | ↗ |
| 16 | 2023 | Karin M. Taylor Executive Vice President and Chief Operating Officer | 357.2K | 34.3K | 109.5K | — | 92.0K | 29.9K | 622.9K | 17.58% | ↗ |
| 17 | 2022 | Katie A. Lorenson President & Chief Executive Officer | 550.0K | — | 275.0K | — | 247.3K | 29.0K | 1.10M | 24.97% | ↗ |
| 18 | 2022 | Katie A. Lorenson President and Chief Executive Officer | 550.0K | — | 275.0K | — | 247.3K | 29.0K | 1.10M | 24.97% | ↗ |
| 19 | 2022 | Ann M. McConn Executive Vice President & Chief Shared Services Officer | 350.0K | — | 105.0K | — | 125.9K | 24.0K | 604.9K | 17.36% | ↗ |
| 20 | 2022 | Karin M. Taylor Executive Vice President & Chief Risk Officer | 350.0K | — | 99.8K | — | 119.6K | 27.6K | 597.0K | 16.72% | ↗ |
| 21 | 2022 | Karin M. Taylor Executive Vice President and Chief Operating Officer | 332.5K | — | 105.0K | — | 119.6K | 27.6K | 584.7K | 17.96% | ↗ |
| 22 | 2022 | Karin M. Taylor Executive Vice President & Chief Risk & Operating Officer | 332.5K | — | 99.8K | — | 119.6K | 27.6K | 579.5K | 17.21% | ↗ |
| 23 | 2021 | Randy L. Newman President & Chief Executive Officer | 590.0K | — | 413.0K | — | 442.5K | 202.1K | 1.65M | 25.07% | ↗ |
| 24 | 2021 | Ann M. McConn Executive Vice President & Chief Shared Services Officer | 340.0K | — | 102.0K | — | 204.0K | 22.5K | 668.5K | 15.26% | ↗ |
| 25 | 2021 | Katie A. Lorenson President & Chief Executive Officer | 336.0K | — | 100.8K | — | 201.6K | 25.5K | 663.9K | 15.18% | ↗ |
| 26 | 2021 | Katie A. Lorenson Executive Vice President & Chief Financial Officer | 336.0K | — | 100.8K | — | 201.6K | 25.5K | 663.9K | 15.18% | ↗ |
| 27 | 2021 | Karin M. Taylor Executive Vice President & Chief Risk Officer | 275.0K | — | 82.5K | — | 165.0K | 16.9K | 539.4K | 15.30% | ↗ |
| 28 | 2020 | Randy L. Newman President & Chief Executive Officer | 590.0K | — | 295.0K | — | 442.5K | 228.2K | 1.56M | 18.96% | ↗ |
| 29 | 2020 | Ann M. McConn Executive Vice President & Chief Shared Services Officer | 340.0K | — | 102.0K | — | 204.0K | 22.2K | 668.2K | 15.27% | ↗ |
| 30 | 2020 | Katie A. Lorenson Executive Vice President & Chief Financial Officer | 320.0K | — | 96.0K | — | 192.0K | 27.1K | 635.1K | 15.12% | ↗ |
| 31 | 2019 | Randy L. Newman President & Chief Executive Officer | 570.0K | — | 285.0K | — | 423.4K | 201.7K | 1.48M | 19.26% | ↗ |
| 32 | 2019 | Kris E. Compton Executive Vice President & Chief Strategy Officer | 325.0K | — | 97.5K | — | 169.0K | 28.0K | 619.5K | 15.74% | ↗ |
| 33 | 2019 | Ann M. McConn Executive Vice President & Chief Shared Services Officer | 325.0K | — | 97.5K | — | 169.0K | 21.2K | 612.7K | 15.91% | ↗ |
| 34 | 2018 | Randy L. Newman President & Chief Executive Officer | 550.0K | — | 532.5K | — | 394.3K | 180.9K | 1.66M | 32.12% | ↗ |
| 35 | 2018 | Kris E. Compton Executive Vice President & Chief Strategy Officer | 325.0K | — | 195.0K | — | 163.1K | 56.6K | 739.7K | 26.36% | ↗ |
| 36 | 2018 | Ann M. McConn Executive Vice President & Chief Shared Services Officer | 325.0K | — | 195.0K | — | 163.1K | 20.6K | 703.7K | 27.71% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Katie A. Lorenson | President, CEO & Member of Board of Directors | 1M | female |
| Jim R. Collins | Executive Vice President and Chief Banking & Revenue Officer | 781.4K | male |
| Karin Taylor | Executive Vice President & Chief Operating Officer | 686.8K | female |
| Forrest Rexford Wilson | Executive Vice President & Chief Retirement Services Officer | 660.2K | male |
| Alan A. Villalon | Executive Vice President & Chief Financial Officer | 606.7K | male |
| Daniel Edmund Coughlin | Executive Chairman | 75.0K | male |
| Joseph Birkholz | Chief Risk Officer | — | male |
| Kari Koob | Director of Accounting | — | female |
| Bonnie Upham | Chief Compliance Officer | — | female |
| Becky Walen | Senior VP & Director of Wealth Advisory Services | — | female |
| Missy S. Keney | Executive Vice President & Chief Engagement Officer | — | female |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for ALRS
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
