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Amalgamated Financial Corp. (AMAL)
USD47.10
+0.70 (+1.51%)
US NASDAQ Financial Services Banks - Regional
Address
275 Seventh Avenue 10001
New York City, NY, US
New York City, NY, US
CEO
Priscilla Sims Brown
Website
amalgamatedbank.com
IPO
2018-08-09
CIK 1823608 ISIN US0226711010
Description
Amalgamated Financial Corp., established in New York in 1923, operates as the parent company for Amalgamated Bank. This institution delivers a comprehensive array of financial services, including commercial and retail banking, investment management, and trust and custody solutions, to businesses and individual customers across the United States. Its banking provisions encompass various deposit accounts, from non-interest bearing and interest-bearing checking to savings, money market, and certificates of deposit. On the lending side, Amalgamated extends commercial loans for industrial, multi-family, and general real estate purposes, in addition to retail loans like residential mortgages and consumer credit. Beyond core banking, the company facilitates online banking, bill payment, cash management, and safe deposit box rentals, while also providing debit and ATM cards. Its specialized trust, custody, and investment management operations cover asset safekeeping, corporate action handling, income collection, proxy services, and asset transfers and conversion management. Furthermore, it offers diverse investment products, such as equity, fixed-income, real estate, and alternative investments, alongside brokerage, asset management, and insurance products. Amalgamated Financial Corp. serves its clientele through a digital banking platform and a network of physical offices, including three branches in New York City, one in Washington, D.C., one in San Francisco, and a commercial office in Boston.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
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
USD47.10
+0.70 (+1.51%)
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Volume Profile
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Liquidity & share structure
Average Volume
147.2K
Beta
0.81
Float Shares
20.57M
Free Float %
68.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.34% | +0.44% | +1.47% | +7.77% | +41.33% | +29.50% | +37.26% | +186.86% | +149.88% | +213.06% | +213.06% |
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 (6 ratings, all time)
Buy
Price Targets & DCF
Current price
47.10
Low
44.00
-6.6%
Consensus
44.00
-6.6%
Median
44.00
-6.6%
High
44.00
-6.6%
DCF (Unlevered)
28.55
-39.4%
DCF (Levered)
38.40
-18.5%
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)
50% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 0 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
44.00
-6.6%
|
| Last Year | 2 |
35.50
-24.6%
|
| All Time | 5 |
35.40
-24.8%
|
Quality scores
Altman Z-Score
0.29
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
-
Revenue growth+4.5% Q1'26: +11.9% (vs Q1'25)
-
EPS growth-0.9% Q1'26: +3.7% (vs Q1'25)
-
FCF margin— Q1'26: +41.4% (vs Q1'25)
-
EBIT margin— Q1'26: +27.8% (vs Q1'25)
-
ROIC— Q1'26: +11.5% (vs Q1'25)
-
Share dilution-2.2% Q1'26: -2.6% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 0.60× (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 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
192.28M
est: 178.02M (+8.0%)
|
215.16M
est: 195.32M (+10.2%)
|
223.69M
est: 209.00M (+7.0%)
|
208.77M
est: 195.36M (+6.9%)
|
285.16M
est: 267.05M (+6.8%)
|
382.48M
est: 292.03M (+31.0%)
|
435.34M
est: 332.57M (+30.9%)
|
455.03M
est: 331.84M (+37.1%)
|
373.78M
373.29M – 374.28M
+12.6% YoY
|
398.04M
397.51M – 398.57M
+6.5% YoY
|
| EBITDA |
55.49M
est: 63.30M (-12.4%)
|
70.18M
est: 85.51M (-17.9%)
|
69.51M
est: 63.51M (+9.4%)
|
75.57M
est: 68.48M (+10.3%)
|
118.51M
est: 110.90M (+6.9%)
|
131.13M
est: 104.31M (+25.7%)
|
151.02M
est: 118.79M (+27.1%)
|
144.97M
est: 118.53M (+22.3%)
|
133.51M
133.33M – 133.69M
+12.6% YoY
|
142.17M
141.99M – 142.36M
+6.5% YoY
|
| EBIT |
50.32M
est: 58.94M (-14.6%)
|
64.17M
est: 64.67M (-0.8%)
|
61.94M
est: 69.20M (-10.5%)
|
70.73M
est: 64.68M (+9.3%)
|
108.16M
est: 88.42M (+22.3%)
|
124.73M
est: 98.51M (+26.6%)
|
145.59M
est: 112.18M (+29.8%)
|
140.15M
est: 111.94M (+25.2%)
|
126.09M
125.92M – 126.26M
+12.6% YoY
|
134.27M
134.09M – 134.45M
+6.5% YoY
|
| Net Income |
44.65M
est: 44.11M (+1.2%)
|
47.20M
est: 45.12M (+4.6%)
|
46.19M
est: 36.08M (+28.0%)
|
52.94M
est: 44.58M (+18.7%)
|
81.48M
est: 83.52M (-2.4%)
|
87.98M
est: 98.33M (-10.5%)
|
106.43M
est: 110.34M (-3.5%)
|
104.45M
est: 107.46M (-2.8%)
|
118.66M
118.46M – 118.87M
+10.4% YoY
|
136.83M
136.59M – 137.06M
+15.3% YoY
|
| SGA |
86.04M
est: 52.23M (+64.7%)
|
84.06M
est: 84.41M (-0.4%)
|
76.09M
est: 70.03M (+8.6%)
|
75.61M
est: 78.86M (-4.1%)
|
81.68M
est: 63.62M (+28.4%)
|
93.97M
est: 81.49M (+15.3%)
|
101.21M
est: 92.80M (+9.1%)
|
122.17M
est: 92.60M (+31.9%)
|
104.31M
104.17M – 104.44M
+12.6% YoY
|
111.07M
110.93M – 111.22M
+6.5% YoY
|
| EPS |
1.47
est: 1.43 (+3.1%)
|
1.49
est: 1.47 (+1.1%)
|
1.48
est: 1.41 (+5.0%)
|
1.70
est: 1.63 (+4.3%)
|
2.64
est: 2.63 (+0.4%)
|
2.88
est: 3.25 (-11.3%)
|
3.48
est: 3.65 (-4.5%)
|
3.45
est: 3.55 (-2.8%)
|
3.92
3.91 – 3.93
+10.4% YoY
|
4.52
4.51 – 4.53
+15.3% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-15 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-14 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-13 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-12 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-11 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-08 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-07 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-05 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-04 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
152.32M
OE per share TTM
5.01
Owner's Yield
12.32%
Maintenance CapEx ratio
18.01%
Maint CapEx / Avg PPE
11.8%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
175
Total invested
695.36M
Insider transactions (90d)
12
Beneficial owners (>5%)
6
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 2.24M | 7.30% | 2.13M | — | 2.24M | — | HC | Delaware | 2023-02-03 | ↗ |
| 2 | Adage Capital Advisors, L.L.C. | 1.74M | 5.61% | — | 1.74M | — | — | OO | Delaware | 2022-02-10 | ↗ |
| 3 | Adage Capital Partners GP, L.L.C. | 1.74M | 5.61% | — | 1.74M | — | — | OO | Delaware | 2022-02-10 | ↗ |
| 4 | Adage Capital Partners, L.P. | 1.74M | 5.61% | — | 1.74M | — | — | PN | Delaware | 2022-02-10 | ↗ |
| 5 | Phillip Gross | 1.74M | 5.61% | — | 1.74M | — | — | IN | United States | 2022-02-10 | ↗ |
| 6 | Robert Atchinson | 1.74M | 5.61% | — | 1.74M | — | — | IN | United States | 2022-02-10 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
175
+3 vs prev Q
New positions
32
Closed positions
29
Increased
88
Reduced
61
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 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 845.1K +845.1K (+100.0%) | 27.07B +27.1B (+100.0%) | 2.82% +2.823 pp | 0.04% +0.041 pp | USD32.03 +0.0% | 1 qtrs NEW |
| 2 | — | 15.0K +15.0K (+100.0%) | 480.45M +480.5M (+100.0%) | 0.05% +0.050 pp | 0.06% +0.058 pp | USD32.03 +0.0% | 1 qtrs NEW |
| 3 | BLACKROCK, INC. | 3.49M +161.7K (+4.9%) | 111.68M +21.4M (+23.7%) | 11.65% +0.768 pp | 0.00% +0.000 pp | USD31.51 +1.7% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 1.43M +49.0K (+3.5%) | 45.94M +8.3M (+22.2%) | 4.79% +0.259 pp | 0.00% +0.000 pp | USD22.53 +42.2% | 20 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1.41M +2.5K (+0.2%) | 45.15M +6.9M (+18.2%) | 4.71% +0.105 pp | 0.01% +0.001 pp | USD22.50 +42.4% | 19 qtrs — |
| 6 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 953.9K +120.5K (+14.5%) | 30.55M +7.9M (+35.0%) | 3.19% +0.460 pp | 0.05% +0.010 pp | USD22.42 +42.9% | 20 qtrs — |
| 7 | STATE STREET CORP | 733.3K -37.0K (-4.8%) | 23.49M +2.6M (+12.3%) | 2.45% -0.071 pp | 0.00% +0.000 pp | USD22.58 +41.9% | 20 qtrs — |
| 8 | ALLIANCEBERNSTEIN L.P. | 637.0K -2.5K (-0.4%) | 20.40M +3.0M (+17.5%) | 2.13% +0.036 pp | 0.01% +0.001 pp | USD28.14 +13.8% | 20 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 623.8K -6.9K (-1.1%) | 19.98M +2.9M (+16.7%) | 2.08% +0.020 pp | 0.00% +0.000 pp | USD22.21 +44.2% | 20 qtrs — |
| 10 | AMERICAN CENTURY COMPANIES INC | 610.8K +21.8K (+3.7%) | 19.56M +3.6M (+22.3%) | 2.04% +0.113 pp | 0.01% +0.002 pp | USD24.57 +30.4% | 20 qtrs — |
| 11 | FIRST MANHATTAN CO. LLC. | 407.0K +9.3K (+2.3%) | 13.04M +2.2M (+20.7%) | 1.36% +0.058 pp | 0.03% +0.006 pp | USD18.63 +71.9% | 20 qtrs — |
| 12 | LSV ASSET MANAGEMENT | 314.4K +— (+0.0%) | 10.07M +1.5M (+18.0%) | 1.05% +0.022 pp | 0.02% +0.003 pp | USD29.36 +9.1% | 7 qtrs — |
| 13 | GOLDMAN SACHS GROUP INC | 295.7K +129.6K (+78.0%) | 9.47M +5.0M (+110.0%) | 0.99% +0.444 pp | 0.00% +0.001 pp | USD25.22 +27.0% | 20 qtrs — |
| 14 | FEDERATED HERMES, INC. | 289.9K +44.0K (+17.9%) | 9.29M +2.6M (+39.1%) | 0.97% +0.164 pp | 0.02% +0.004 pp | USD27.82 +15.1% | 15 qtrs — |
| 15 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 284.6K -13.6K (-4.6%) | 9.12M +1.0M (+12.6%) | 0.95% -0.025 pp | 0.19% +0.018 pp | USD21.34 +50.1% | 20 qtrs — |
| 16 | NORTHERN TRUST CORP | 214.6K -18.7K (-8.0%) | 6.87M +538.3K (+8.5%) | 0.72% -0.047 pp | 0.00% +0.000 pp | USD19.59 +63.5% | 20 qtrs — |
| 17 | NUVEEN, LLC | 213.9K +41.5K (+24.1%) | 6.85M +2.2M (+46.4%) | 0.71% +0.151 pp | 0.00% +0.001 pp | USD30.06 +6.6% | 4 qtrs — |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 182.9K -3.0K (-1.6%) | 5.86M +810.3K (+16.0%) | 0.61% +0.003 pp | 0.00% +0.000 pp | USD29.28 +9.4% | 20 qtrs — |
| 19 | QUBE RESEARCH & TECHNOLOGIES LTD | 177.1K -95.0K (-34.9%) | 5.67M -1.7M (-23.2%) | 0.59% -0.299 pp | 0.01% -0.002 pp | USD29.76 +7.6% | 8 qtrs — |
| 20 | BANK OF NEW YORK MELLON CORP | 167.0K +11.1K (+7.1%) | 5.35M +1.1M (+26.4%) | 0.56% +0.048 pp | 0.00% +0.000 pp | USD19.97 +60.4% | 20 qtrs — |
| 21 | PRICE T ROWE ASSOCIATES INC /MD/ | 160.2K -29.1K (-15.4%) | 5.13M -10.0K (-0.2%) | 0.54% -0.084 pp | 0.00% +0.000 pp | USD29.21 +9.7% | 7 qtrs — |
| 22 | MORGAN STANLEY | 155.8K -3.6K (-2.3%) | 4.99M +662.1K (+15.3%) | 0.52% -0.001 pp | 0.00% +0.000 pp | USD26.70 +20.0% | 20 qtrs — |
| 23 | BANK OF AMERICA CORP /DE/ | 150.1K -21.7K (-12.6%) | 4.81M +142.8K (+3.1%) | 0.50% -0.061 pp | 0.00% +0.000 pp | USD27.49 +16.5% | 20 qtrs — |
| 24 | CONGRESS ASSET MANAGEMENT CO /MA | 148.9K -9.6K (-6.1%) | 4.77M +465.4K (+10.8%) | 0.50% -0.021 pp | 0.03% +0.005 pp | USD33.47 -4.3% | 5 qtrs — |
| 25 | KBC GROUP NV | 132.4K +— (+0.0%) | 4.24M +646.0K (+18.0%) | 0.44% +0.009 pp | 0.01% +0.001 pp | USD23.34 +37.2% | 13 qtrs — |
| 26 | TWO SIGMA INVESTMENTS, LP | 131.5K +32.4K (+32.7%) | 4.21M +1.5M (+56.5%) | 0.44% +0.115 pp | 0.01% +0.002 pp | USD28.51 +12.3% | 8 qtrs — |
| 27 | EMPOWERED FUNDS, LLC | 126.6K +10.8K (+9.3%) | 4.06M +910.1K (+28.9%) | 0.42% +0.044 pp | 0.03% +0.000 pp | USD21.09 +51.9% | 11 qtrs — |
| 28 | THRIVENT FINANCIAL FOR LUTHERANS | 122.9K -35.2K (-22.3%) | 3.94M -356.0K (-8.3%) | 0.41% -0.107 pp | 0.01% -0.002 pp | USD27.05 +18.4% | 12 qtrs — |
| 29 | NIA IMPACT ADVISORS, LLC | 119.2K -4.6K (-3.7%) | 3.82M +457.2K (+13.6%) | 0.40% -0.007 pp | 1.28% +0.189 pp | USD23.44 +36.6% | 8 qtrs — |
| 30 | ISTHMUS PARTNERS, LLC | 115.9K +790.0 (+0.7%) | 3.71M +3.7M (+118,695.9%) | 0.39% +0.011 pp | 0.41% +0.412 pp | USD19.23 +66.6% | 20 qtrs — |
| 31 | CREDIT AGRICOLE S A | 110.1K +5.5K (+5.3%) | 3.53M +686.6K (+24.2%) | 0.37% +0.026 pp | 0.01% +0.001 pp | USD27.39 +16.9% | 2 qtrs — |
| 32 | GLOBEFLEX CAPITAL L P | 106.9K +13.8K (+14.8%) | 3.43M +896.4K (+35.4%) | 0.36% +0.053 pp | 0.52% +0.135 pp | USD24.64 +30.0% | 17 qtrs — |
| 33 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 106.0K -5.3K (-4.8%) | 3.39M +373.6K (+12.4%) | 0.35% -0.010 pp | 0.01% -0.001 pp | USD31.13 +2.9% | 7 qtrs — |
| 34 | BESSEMER GROUP INC | 102.5K +102.4K (+186,250.9%) | 3.28M +3.3M (+328,200.0%) | 0.34% +0.342 pp | 0.01% +0.005 pp | USD32.03 +0.0% | 6 qtrs — |
| 35 | ARJUNA CAPITAL | 98.8K -1.0K (-1.0%) | 3.16M +454.5K (+16.8%) | 0.33% +0.003 pp | 0.78% +0.102 pp | USD18.26 +75.4% | 20 qtrs — |
| 36 | MILLENNIUM MANAGEMENT LLC | 98.3K -424.3K (-81.2%) | 3.15M -11.0M (-77.8%) | 0.33% -1.382 pp | 0.00% -0.005 pp | USD26.74 +19.8% | 20 qtrs — |
| 37 | ALLIANZ ASSET MANAGEMENT GMBH | 97.0K -2.6K (-2.6%) | 3.11M +403.5K (+14.9%) | 0.32% -0.002 pp | 0.00% +0.000 pp | USD29.40 +8.9% | 14 qtrs — |
| 38 | CLEAN YIELD GROUP | 92.5K -7.8K (-7.8%) | 2.96M +239.6K (+8.8%) | 0.31% -0.019 pp | 0.82% +0.053 pp | USD16.72 +91.6% | 18 qtrs — |
| 39 | FMR LLC | 92.1K +20.5K (+28.7%) | 2.95M +1.0M (+51.8%) | 0.31% +0.074 pp | 0.00% +0.000 pp | USD30.58 +4.7% | 20 qtrs — |
| 40 | VICTORY CAPITAL MANAGEMENT INC | 90.2K -6.6K (-6.8%) | 2.89M +261.5K (+9.9%) | 0.30% -0.015 pp | 0.00% +0.000 pp | USD30.98 +3.4% | 5 qtrs — |
| 41 | AQR CAPITAL MANAGEMENT LLC | 89.8K +9.4K (+11.7%) | 2.88M +693.7K (+31.8%) | 0.30% +0.037 pp | 0.00% +0.000 pp | USD27.43 +16.8% | 13 qtrs — |
| 42 | BARCLAYS PLC | 86.3K -32.8K (-27.6%) | 2.76M -973.5K (-26.0%) | 0.29% -0.102 pp | 0.00% 0.000 pp | USD29.70 +7.8% | 16 qtrs — |
| 43 | HARRINGTON INVESTMENTS, INC | 81.6K +1.1K (+1.3%) | 2.61M +426.5K (+19.5%) | 0.27% +0.009 pp | 1.31% +0.221 pp | USD18.25 +75.5% | 20 qtrs — |
| 44 | FIGURE 8 INVESTMENT STRATEGIES LLC | 81.5K -3.0K (-3.5%) | 2.61M +317.2K (+13.8%) | 0.27% -0.004 pp | 2.32% +0.281 pp | USD33.27 -3.7% | 5 qtrs — |
| 45 | MARTINGALE ASSET MANAGEMENT L P | 78.7K +3.7K (+5.0%) | 2.52M +485.2K (+23.8%) | 0.26% +0.018 pp | 0.06% +0.013 pp | USD21.56 +48.6% | 20 qtrs — |
| 46 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 71.6K +8.5K (+13.4%) | 2.29M +580.1K (+33.8%) | 0.24% +0.033 pp | 0.00% +0.001 pp | USD33.23 -3.6% | 5 qtrs — |
| 47 | TREXQUANT INVESTMENT LP | 69.8K +69.8K (+100.0%) | 2.23M +2.2M (+100.0%) | 0.23% +0.233 pp | 0.02% +0.020 pp | USD32.03 +0.0% | 18 qtrs — |
| 48 | EDMOND DE ROTHSCHILD HOLDING S.A. | 69.7K -3.2K (-4.4%) | 2.23M +252.7K (+12.8%) | 0.23% -0.006 pp | 0.03% +0.001 pp | USD27.15 +18.0% | 2 qtrs — |
| 49 | CITADEL ADVISORS LLC | 68.3K +68.3K (+100.0%) | 2.19M +2.2M (+100.0%) | 0.23% +0.228 pp | 0.00% +0.000 pp | USD32.03 +0.0% | 1 qtrs NEW |
| 50 | ABACUS WEALTH PARTNERS, LLC | 65.6K +65.6K (+100.0%) | 2.10M +2.1M (+100.0%) | 0.22% +0.219 pp | 0.21% +0.206 pp | USD32.03 +0.0% | 1 qtrs NEW |
| 51 | FRANKLIN RESOURCES INC | 63.7K -925.0 (-1.4%) | 2.04M +232.4K (+12.8%) | 0.21% +0.001 pp | 0.00% +0.000 pp | USD22.66 +41.4% | 11 qtrs — |
| 52 | JPMORGAN CHASE & CO | 61.2K -37.2K (-37.8%) | 1.96M -710.7K (-26.6%) | 0.20% -0.118 pp | 0.00% +0.000 pp | USD24.78 +29.3% | 20 qtrs — |
| 53 | CREATIVE PLANNING | 58.2K +36.2K (+164.6%) | 1.86M +1.3M (+212.1%) | 0.19% +0.123 pp | 0.00% +0.001 pp | USD30.83 +3.9% | 9 qtrs — |
| 54 | UBS ASSET MANAGEMENT AMERICAS INC | 55.9K -1.8K (-3.2%) | 1.79M +223.1K (+14.2%) | 0.19% -0.002 pp | 0.00% +0.000 pp | USD25.67 +24.8% | 14 qtrs — |
| 55 | LAZARD ASSET MANAGEMENT LLC | 53.7K +53.7K (+100.0%) | 1.72M +1.7M (+100.0%) | 0.18% +0.180 pp | 0.00% +0.003 pp | USD32.03 +0.0% | 20 qtrs — |
| 56 | HSBC HOLDINGS PLC | 52.6K +29.1K (+123.8%) | 1.69M +1.1M (+166.0%) | 0.18% +0.099 pp | 0.00% +0.001 pp | USD32.02 +0.0% | 6 qtrs — |
| 57 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 51.0K -13.6K (-21.0%) | 1.63M -119.3K (-6.8%) | 0.17% -0.041 pp | 0.00% 0.000 pp | USD26.70 +20.0% | 8 qtrs — |
| 58 | AVALON TRUST CO | 49.4K +— (+0.0%) | 1.58M +241.2K (+18.0%) | 0.17% +0.003 pp | 0.10% +0.015 pp | USD17.69 +81.1% | 12 qtrs — |
| 59 | D. E. SHAW & CO., INC. | 45.2K +6.9K (+17.9%) | 1.45M +406.7K (+39.0%) | 0.15% +0.026 pp | 0.00% +0.000 pp | USD27.91 +14.8% | 20 qtrs — |
| 60 | TWO SIGMA ADVISERS, LP | 45.1K -1.2K (-2.6%) | 1.44M +187.5K (+14.9%) | 0.15% -0.001 pp | 0.00% +0.000 pp | USD26.15 +22.5% | 8 qtrs — |
| 61 | PRINCIPAL FINANCIAL GROUP INC | 42.2K +13.3K (+45.8%) | 1.35M +566.1K (+72.0%) | 0.14% +0.046 pp | 0.00% +0.000 pp | USD28.54 +12.2% | 13 qtrs — |
| 62 | INVESCO LTD. | 41.7K +1.3K (+3.1%) | 1.34M +237.5K (+21.6%) | 0.14% +0.007 pp | 0.00% +0.000 pp | USD29.65 +8.0% | 20 qtrs — |
| 63 | AMERIPRISE FINANCIAL INC | 38.9K +51.0 (+0.1%) | 1.25M +191.1K (+18.1%) | 0.13% +0.003 pp | 0.00% +0.000 pp | USD18.37 +74.4% | 20 qtrs — |
| 64 | UBS GROUP AG | 38.7K -37.0K (-48.9%) | 1.24M -815.3K (-39.7%) | 0.13% -0.118 pp | 0.00% 0.000 pp | USD30.92 +3.6% | 20 qtrs — |
| 65 | VERITION FUND MANAGEMENT LLC | 35.7K -8.1K (-18.6%) | 1.14M -46.7K (-3.9%) | 0.12% -0.024 pp | 0.00% 0.000 pp | USD27.85 +15.0% | 8 qtrs — |
| 66 | SWISS NATIONAL BANK | 35.6K -2.5K (-6.6%) | 1.14M +105.9K (+10.2%) | 0.12% -0.006 pp | 0.00% +0.000 pp | USD18.64 +71.8% | 20 qtrs — |
| 67 | PRUDENTIAL FINANCIAL INC | 34.3K +515.0 (+1.5%) | 1.10M +181.1K (+19.8%) | 0.11% +0.004 pp | 0.00% +0.000 pp | USD19.69 +62.7% | 20 qtrs — |
| 68 | ASSENAGON ASSET MANAGEMENT S.A. | 33.1K -2.7K (-7.4%) | 1.06M +89.3K (+9.2%) | 0.11% -0.006 pp | 0.00% +0.000 pp | USD31.20 +2.7% | 3 qtrs — |
| 69 | QUEST PARTNERS LLC | 32.6K +2.5K (+8.4%) | 1.04M +227.6K (+27.9%) | 0.11% +0.011 pp | 0.06% +0.005 pp | USD27.53 +16.3% | 9 qtrs — |
| 70 | CITIGROUP INC | 30.9K -2.2K (-6.7%) | 990.5K +90.9K (+10.1%) | 0.10% -0.005 pp | 0.00% +0.000 pp | USD25.09 +27.7% | 20 qtrs — |
| 71 | VERSOR INVESTMENTS LP | 29.2K +29.2K (+100.0%) | 935.3K +935.3K (+100.0%) | 0.10% +0.098 pp | 0.15% +0.146 pp | USD32.03 +0.0% | 1 qtrs NEW |
| 72 | RHUMBLINE ADVISERS | 28.6K -6.3K (-17.9%) | 917.5K -30.1K (-3.2%) | 0.10% -0.019 pp | 0.00% +0.000 pp | USD21.09 +51.9% | 20 qtrs — |
| 73 | POINT72 ASSET MANAGEMENT, L.P. | 26.0K +26.0K (+100.0%) | 832.4K +832.4K (+100.0%) | 0.09% +0.087 pp | 0.00% +0.001 pp | USD32.03 +0.0% | 8 qtrs — |
| 74 | WELLS FARGO & COMPANY/MN | 25.8K +7.8K (+43.5%) | 825.4K +337.7K (+69.3%) | 0.09% +0.027 pp | 0.00% +0.000 pp | USD28.74 +11.4% | 20 qtrs — |
| 75 | SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 25.5K +— (+0.0%) | 818.1K +124.6K (+18.0%) | 0.09% +0.002 pp | 0.46% +0.060 pp | USD31.33 +2.2% | 6 qtrs — |
| 76 | BALLENTINE PARTNERS, LLC | 24.2K +3.1K (+14.5%) | 775.6K +201.2K (+35.0%) | 0.08% +0.012 pp | 0.01% +0.003 pp | USD31.56 +1.5% | 6 qtrs — |
| 77 | JUMP FINANCIAL, LLC | 24.0K +24.0K (+100.0%) | 769.2K +769.2K (+100.0%) | 0.08% +0.080 pp | 0.01% +0.009 pp | USD32.03 +0.0% | 1 qtrs NEW |
| 78 | RAFFERTY ASSET MANAGEMENT, LLC | 22.6K -12.6K (-35.7%) | 723.7K -230.5K (-24.2%) | 0.08% -0.040 pp | 0.00% -0.001 pp | USD24.82 +29.0% | 8 qtrs — |
| 79 | NATURAL INVESTMENTS, LLC | 22.5K +2.8K (+14.4%) | 719.0K +186.0K (+34.9%) | 0.08% +0.011 pp | 0.18% +0.047 pp | USD33.23 -3.6% | 5 qtrs — |
| 80 | ALGERT GLOBAL LLC | 21.9K +21.9K (+100.0%) | 703.0K +703.0K (+100.0%) | 0.07% +0.073 pp | 0.01% +0.011 pp | USD32.03 +0.0% | 1 qtrs NEW |
| 81 | FIRST TRUST ADVISORS LP | 21.6K -115.5K (-84.2%) | 692.1K -3.0M (-81.4%) | 0.07% -0.377 pp | 0.00% -0.002 pp | USD29.84 +7.3% | 20 qtrs — |
| 82 | ENTRYPOINT CAPITAL, LLC | 21.4K +7.5K (+53.8%) | 685.3K +307.7K (+81.5%) | 0.07% +0.026 pp | 0.27% +0.121 pp | USD30.35 +5.5% | 9 qtrs — |
| 83 | BANK OF MONTREAL /CAN/ | 20.8K +674.0 (+3.3%) | 666.4K +119.8K (+21.9%) | 0.07% +0.004 pp | 0.00% +0.000 pp | USD28.39 +12.8% | 7 qtrs — |
| 84 | LEGAL & GENERAL GROUP PLC | 20.6K -74.0 (-0.4%) | 660.1K +98.6K (+17.6%) | 0.07% +0.001 pp | 0.00% +0.000 pp | USD25.33 +26.5% | 20 qtrs — |
| 85 | QUENT CAPITAL, LLC | 20.6K +20.6K (+100.0%) | 659.2K +659.2K (+100.0%) | 0.07% +0.069 pp | 0.05% +0.048 pp | USD32.03 +0.0% | 1 qtrs NEW |
| 86 | STIFEL FINANCIAL CORP | 18.7K +— (+0.0%) | 599.0K +91.3K (+18.0%) | 0.06% +0.001 pp | 0.00% +0.000 pp | USD33.40 -4.1% | 5 qtrs — |
| 87 | BALYASNY ASSET MANAGEMENT L.P. | 18.2K +18.2K (+100.0%) | 583.3K +583.3K (+100.0%) | 0.06% +0.061 pp | 0.00% +0.001 pp | USD32.03 +0.0% | 1 qtrs NEW |
| 88 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 16.6K -2.0K (-10.9%) | 531.3K +25.8K (+5.1%) | 0.06% -0.006 pp | 0.00% +0.000 pp | USD21.09 +51.9% | 20 qtrs — |
| 89 | BAILARD, INC. | 16.3K +7.0K (+75.2%) | 522.2K +269.6K (+106.7%) | 0.05% +0.024 pp | 0.01% +0.006 pp | USD29.13 +10.0% | 9 qtrs — |
| 90 | BNP PARIBAS ARBITRAGE, SNC | 15.2K +111.0 (+0.7%) | 486.3K +77.1K (+18.8%) | 0.05% +0.001 pp | 0.00% +0.000 pp | USD33.46 -4.3% | 5 qtrs — |
| 91 | R SQUARED LTD | 15.1K +15.1K (+100.0%) | 484.7K +484.7K (+100.0%) | 0.05% +0.051 pp | 0.23% +0.227 pp | USD32.03 +0.0% | 1 qtrs NEW |
| 92 | INCEPTIONR LLC | 15.1K +6.0K (+66.3%) | 482.4K +236.4K (+96.1%) | 0.05% +0.021 pp | 0.13% +0.075 pp | USD31.03 +3.2% | 3 qtrs — |
| 93 | ENGINEERS GATE MANAGER LP | 14.9K -8.2K (-35.5%) | 475.6K -149.0K (-23.9%) | 0.05% -0.026 pp | 0.01% -0.002 pp | USD27.15 +18.0% | 5 qtrs — |
| 94 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 14.8K +1.3K (+9.6%) | 475.4K +107.6K (+29.3%) | 0.05% +0.005 pp | 0.00% +0.000 pp | USD31.27 +2.4% | 3 qtrs — |
| 95 | METLIFE INVESTMENT MANAGEMENT, LLC | 14.1K +— (+0.0%) | 451.0K +68.7K (+18.0%) | 0.05% +0.001 pp | 0.00% +0.000 pp | USD27.15 +18.0% | 16 qtrs — |
| 96 | SG AMERICAS SECURITIES, LLC | 13.6K +1.4K (+11.2%) | 434.0K +103.0K (+31.1%) | 0.05% +0.005 pp | 0.00% -0.001 pp | USD27.65 +15.8% | 15 qtrs — |
| 97 | DEUTSCHE BANK AG\ | 13.2K -137.0 (-1.0%) | 421.7K +60.5K (+16.8%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD25.02 +28.0% | 20 qtrs — |
| 98 | Y-INTERCEPT (HONG KONG) LTD | 12.7K +12.7K (+100.0%) | 406.6K +406.6K (+100.0%) | 0.04% +0.042 pp | 0.01% +0.009 pp | USD32.03 +0.0% | 1 qtrs NEW |
| 99 | SQUAREPOINT OPS LLC | 12.3K +3.8K (+45.4%) | 393.3K +164.0K (+71.6%) | 0.04% +0.013 pp | 0.00% +0.000 pp | USD31.46 +1.8% | 3 qtrs — |
| 100 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 12.1K -37.0 (-0.3%) | 386.7K +57.9K (+17.6%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD27.79 +15.3% | 20 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 113 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | ARK Israel Innovative Technology ETF IZRL | 1.53% | 2.16M | 0.49% |
| 2 | Federated Hermes MDT Small Cap Core ETF FSCC | 0.61% | 1.01M | 0.51% |
| 3 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.56% | 509.7K | 0.63% |
| 4 | First Trust Active Factor Small Cap ETF AFSM | 0.44% | 499.3K | 0.75% |
| 5 | Barron's 400SM ETF BFOR | 0.27% | 614.6K | 0.65% |
| 6 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.26% | 4.40M | 0.47% |
| 7 | Vanguard U.S. Multifactor ETF VFMF | 0.24% | 1.57M | 0.18% |
| 8 | Vanguard U.S. Quality Factor ETF VFQY | 0.23% | 1.08M | 0.13% |
| 9 | State Street SPDR S&P Regional Banking ETF KRE | 0.19% | 9.57M | 0.35% |
| 10 | iShares Micro-Cap ETF IWC | 0.19% | 2.87M | 0.60% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.09
Neutral
Ratio by volume
1.23
Neutral
Buys
12
Sells
11
Shares acquired
19.5K
Shares disposed
15.8K
Cash buys
—
Cash sales
3.00
Net activity
+3,704
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-20 | Wells Royce A. | Director | A-Award | A | Common Stock | 1,623 | 40.05 | 65.0K | 3,481 | D | ↗ |
| 2026-05-20 | Stoll Scott | Director | A-Award | A | Common Stock | 1,623 | 40.05 | 65.0K | 5,694 | D | ↗ |
| 2026-05-20 | SALOUTOS STEVEN | Director | A-Award | A | Common Stock | 1,623 | 40.05 | 65.0K | 3,481 | D | ↗ |
| 2026-05-20 | Ross Julieta | Director | A-Award | A | Common Stock | 1,623 | 40.05 | 65.0K | 5,694 | D | ↗ |
| 2026-05-20 | Romney Edgar | Director | A-Award | A | Common Stock | 1,623 | 40.05 | 65.0K | 20,697 | D | ↗ |
| 2026-05-20 | Miller Meredith | Director | A-Award | A | Common Stock | 1,623 | 40.05 | 65.0K | 9,105 | D | ↗ |
| 2026-05-20 | Mark Finser | Director | A-Award | A | Common Stock | 1,623 | 40.05 | 65.0K | 20,233 | D | ↗ |
| 2026-05-20 | Lilek JoAnn S | Director | A-Award | A | Common Stock | 1,623 | 40.05 | 65.0K | 13,990 | D | ↗ |
| 2026-05-20 | Kelly Julie | Director | A-Award | A | Common Stock | 1,623 | 40.05 | 65.0K | 20,697 | D | ↗ |
| 2026-05-20 | Jackson Darrell B. | Director | A-Award | A | Common Stock | 1,623 | 40.05 | 65.0K | 11,852 | D | ↗ |
| 2026-05-20 | Fox Lynne P. | Director | A-Award | A | Common Stock | 1,623 | 40.05 | 65.0K | 26,467 | D | ↗ |
| 2026-05-20 | Bruce Maryann | Director | A-Award | A | Common Stock | 1,623 | 40.05 | 65.0K | 22,031 | D | ↗ |
| 2026-04-07 | Tenner Mandy | Officer | S-Sale | D | Common Stock | 747 | 40.02 | 29.9K | 19,706 | D | ↗ |
| 2026-04-07 | Searby Sean | Officer | S-Sale | D | Common Stock | 748 | 40.02 | 29.9K | 22,307 | D | ↗ |
| 2026-04-01 | Tenner Mandy | Officer | F-InKind | D | Common Stock | 331 | 39.08 | 12.9K | 20,420 | D | ↗ |
| 2026-04-01 | Searby Sean | Officer | S-Sale | D | Common Stock | 4,948 | 39.42 | 195.0K | 23,055 | D | ↗ |
| 2026-04-01 | Romney Edgar Jr | Officer | F-InKind | D | Common Stock | 340 | 39.08 | 13.3K | 28,326 | D | ↗ |
| 2026-04-01 | Lanning Margaret Matilda | Officer | F-InKind | D | Common Stock | 340 | 39.08 | 13.3K | 17,016 | D | ↗ |
| 2026-04-01 | Graham Tyrone | Officer | F-InKind | D | Common Stock | 332 | 39.08 | 13.0K | 18,659 | D | ↗ |
| 2026-04-01 | Darby Jason | Officer | F-InKind | D | Common Stock | 1,797 | 39.08 | 70.2K | 82,333 | D | ↗ |
| 2026-04-01 | Brown Sam D. | Officer | F-InKind | D | Common Stock | 839 | 39.08 | 32.8K | 57,993 | D | ↗ |
| 2026-04-01 | Brown Priscilla | Officer | F-InKind | D | Common Stock | 5,020 | 39.08 | 196.2K | 311,587 | D | ↗ |
| 2026-03-10 | Tenner Mandy | Officer | S-Sale | D | Common Stock | 776 | 37.88 | 29.4K | 20,751 | D | ↗ |
| 2026-03-06 | Graham Tyrone | Officer | A-Award | A | Common Stock | 3,452 | 0.00 | — | 18,991 | D | ↗ |
| 2026-03-06 | Brown Priscilla | Officer | A-Award | A | Common Stock | 19,262 | 0.00 | — | 316,607 | D | ↗ |
| 2026-03-04 | Graham Tyrone | Officer | S-Sale | D | Common Stock | 501 | 38.88 | 19.5K | 15,539 | D | ↗ |
| 2026-03-01 | VELUSWAMY LESLIE | Officer | F-InKind | D | Common Stock | 281 | 38.49 | 10.8K | 13,727 | D | ↗ |
| 2026-03-01 | Tenner Mandy | Officer | F-InKind | D | Common Stock | 343 | 38.49 | 13.2K | 18,747 | D | ↗ |
| 2026-03-01 | Searby Sean | Officer | F-InKind | D | Common Stock | 367 | 38.49 | 14.1K | 25,254 | D | ↗ |
| 2026-03-01 | Romney Edgar Jr | Officer | A-Award | A | Common Stock | 3,313 | 0.00 | — | 28,666 | D | ↗ |
| 2026-03-01 | Lanning Margaret Matilda | Officer | F-InKind | D | Common Stock | 315 | 38.49 | 12.1K | 15,226 | D | ↗ |
| 2026-03-01 | Graham Tyrone | Officer | F-InKind | D | Common Stock | 390 | 38.49 | 15.0K | 13,078 | D | ↗ |
| 2026-03-01 | Darby Jason | Officer | F-InKind | D | Common Stock | 807 | 38.49 | 31.1K | 78,427 | D | ↗ |
| 2026-03-01 | Brown Sam D. | Officer | F-InKind | D | Common Stock | 686 | 38.49 | 26.4K | 54,298 | D | ↗ |
| 2026-03-01 | Brown Priscilla | Officer | F-InKind | D | Common Stock | 5,016 | 38.49 | 193.1K | 277,392 | D | ↗ |
| 2026-02-27 | Tenner Mandy | Officer | S-Sale | D | Common Stock | 2,029 | 38.50 | 78.1K | 19,084 | D | ↗ |
| 2026-02-24 | Tenner Mandy | Officer | S-Sale | D | Common Stock | 607 | 38.63 | 23.4K | 21,113 | D | ↗ |
| 2026-02-20 | Graham Tyrone | Officer | S-Sale | D | Common Stock | 2,285 | 39.91 | 91.2K | 13,443 | D | ↗ |
| 2026-02-19 | VELUSWAMY LESLIE | Officer | F-InKind | D | Common Stock | 258 | 39.93 | 10.3K | 14,008 | D | ↗ |
| 2026-02-19 | Tenner Mandy | Officer | S-Sale | D | Common Stock | 1,360 | 40.44 | 55.0K | 21,720 | D | ↗ |
| 2026-02-19 | Searby Sean | Officer | F-InKind | D | Common Stock | 263 | 39.93 | 10.5K | 25,612 | D | ↗ |
| 2026-02-19 | Romney Edgar Jr | Officer | F-InKind | D | Common Stock | 1,559 | 39.93 | 62.3K | 25,498 | D | ↗ |
| 2026-02-19 | Lanning Margaret Matilda | Officer | F-InKind | D | Common Stock | 231 | 39.93 | 9.2K | 15,510 | D | ↗ |
| 2026-02-19 | Graham Tyrone | Officer | F-InKind | D | Common Stock | 297 | 39.93 | 11.9K | 15,728 | D | ↗ |
| 2026-02-19 | Darby Jason | Officer | F-InKind | D | Common Stock | 580 | 39.93 | 23.2K | 79,224 | D | ↗ |
| 2026-02-19 | Brown Sam D. | Officer | F-InKind | D | Common Stock | 458 | 39.93 | 18.3K | 54,891 | D | ↗ |
| 2026-02-19 | Brown Priscilla | Officer | F-InKind | D | Common Stock | 3,837 | 39.93 | 153.2K | 281,555 | D | ↗ |
| 2026-02-18 | VELUSWAMY LESLIE | Officer | F-InKind | D | Common Stock | 653 | 41.39 | 27.0K | 14,266 | D | ↗ |
| 2026-02-18 | Tenner Mandy | Officer | A-Award | A | Common Stock | 2,102 | 0.00 | — | 24,009 | D | ↗ |
| 2026-02-18 | Searby Sean | Officer | F-InKind | D | Common Stock | 673 | 41.39 | 27.9K | 25,875 | D | ↗ |
| 2026-02-18 | Lanning Margaret Matilda | Officer | F-InKind | D | Common Stock | 688 | 41.39 | 28.5K | 15,741 | D | ↗ |
| 2026-02-18 | Graham Tyrone | Officer | F-InKind | D | Common Stock | 581 | 41.39 | 24.0K | 16,025 | D | ↗ |
| 2026-02-18 | Darby Jason | Officer | A-Award | A | Common Stock | 4,695 | 0.00 | — | 81,290 | D | ↗ |
| 2026-02-18 | Brown Sam D. | Officer | A-Award | A | Common Stock | 3,980 | 0.00 | — | 56,637 | D | ↗ |
| 2026-02-18 | Brown Priscilla | Officer | A-Award | A | Common Stock | 20,693 | 0.00 | — | 295,025 | D | ↗ |
| 2026-02-15 | VELUSWAMY LESLIE | Officer | F-InKind | D | Common Stock | 328 | 41.39 | 13.6K | 12,882 | D | ↗ |
| 2026-02-15 | Tenner Mandy | Officer | F-InKind | D | Common Stock | 338 | 41.39 | 14.0K | 21,907 | D | ↗ |
| 2026-02-15 | Searby Sean | Officer | F-InKind | D | Common Stock | 350 | 41.39 | 14.5K | 24,370 | D | ↗ |
| 2026-02-15 | Romney Edgar Jr | Officer | F-InKind | D | Common Stock | 290 | 41.39 | 12.0K | 27,057 | D | ↗ |
| 2026-02-15 | Lanning Margaret Matilda | Officer | F-InKind | D | Common Stock | 351 | 41.39 | 14.5K | 14,296 | D | ↗ |
| 2026-02-15 | Graham Tyrone | Officer | F-InKind | D | Common Stock | 283 | 41.39 | 11.7K | 14,855 | D | ↗ |
| 2026-02-15 | Darby Jason | Officer | F-InKind | D | Common Stock | 665 | 41.39 | 27.5K | 76,595 | D | ↗ |
| 2026-02-15 | Brown Sam D. | Officer | F-InKind | D | Common Stock | 575 | 41.39 | 23.8K | 52,657 | D | ↗ |
| 2026-02-15 | Brown Priscilla | Officer | F-InKind | D | Common Stock | 3,100 | 41.39 | 128.3K | 274,332 | D | ↗ |
| 2026-01-21 | Brown Sam D. | Officer | S-Sale | D | Common Stock | 5,151 | 35.50 | 182.9K | 53,232 | D | ↗ |
| 2026-01-20 | VELUSWAMY LESLIE | Officer | F-InKind | D | Common Stock | 733 | 32.03 | 23.5K | 13,210 | D | ↗ |
| 2026-01-20 | Tenner Mandy | Officer | F-InKind | D | Common Stock | 771 | 32.03 | 24.7K | 22,245 | D | ↗ |
| 2026-01-20 | Searby Sean | Officer | F-InKind | D | Common Stock | 808 | 32.03 | 25.9K | 24,720 | D | ↗ |
| 2026-01-20 | Lanning Margaret Matilda | Officer | F-InKind | D | Common Stock | 789 | 32.03 | 25.3K | 14,647 | D | ↗ |
| 2026-01-20 | Graham Tyrone | Officer | F-InKind | D | Common Stock | 646 | 32.02 | 20.7K | 15,138 | D | ↗ |
| 2026-01-20 | Darby Jason | Officer | F-InKind | D | Common Stock | 1,742 | 32.03 | 55.8K | 77,260 | D | ↗ |
| 2026-01-20 | Brown Sam D. | Officer | F-InKind | D | Common Stock | 1,524 | 32.03 | 48.8K | 58,383 | D | ↗ |
| 2026-01-20 | Brown Priscilla | Officer | F-InKind | D | Common Stock | 6,732 | 32.03 | 215.6K | 277,432 | D | ↗ |
| 2025-11-13 | Tenner Mandy | Officer | S-Sale | D | Common Stock | 3,425 | 27.76 | 95.1K | 20,846 | D | ↗ |
| 2025-11-01 | Romney Edgar | Director | A-Award | A | Common Stock | 2,311 | 0.00 | — | 19,074 | D | ↗ |
| 2025-11-01 | Kelly Julie | Director | A-Award | A | Common Stock | 2,311 | 0.00 | — | 19,074 | D | ↗ |
| 2025-11-01 | Fox Lynne P. | Director | A-Award | A | Common Stock | 2,568 | 0.00 | — | 24,844 | D | ↗ |
| 2025-10-31 | Romney Edgar | Director | S-Sale | D | Common Stock | 6,697 | 27.34 | 183.1K | 16,763 | D | ↗ |
| 2025-10-31 | Kelly Julie | Director | S-Sale | D | Common Stock | 6,697 | 27.34 | 183.1K | 16,763 | D | ↗ |
| 2025-10-31 | Fox Lynne P. | Director | S-Sale | D | Common Stock | 8,949 | 27.34 | 244.6K | 22,276 | D | ↗ |
| 2025-10-30 | Romney Edgar | Director | M-Exempt | D | Non-Qualified Stock Option (right to buy) | 4,220 | 13.75 | 58.0K | 0 | D | ↗ |
| 2025-10-30 | Kelly Julie | Director | M-Exempt | D | Non-Qualified Stock Option (right to buy) | 3,960 | 14.65 | 58.0K | 0 | D | ↗ |
| 2025-10-30 | Fox Lynne P. | Director | F-InKind | D | Common Stock | 2,381 | 27.56 | 65.6K | 24,353 | D | ↗ |
| 2025-09-01 | Tenner Mandy | Officer | A-Award | A | Common Stock | 12,773 | 0.00 | — | 24,225 | D | ↗ |
| 2025-09-01 | Searby Sean | Officer | A-Award | A | Common Stock | 14,538 | 0.00 | — | 23,329 | D | ↗ |
| 2025-09-01 | Darby Jason | Officer | A-Award | A | Common Stock | 16,511 | 0.00 | — | 74,243 | D | ↗ |
| 2025-09-01 | Brown Sam D. | Officer | A-Award | A | Common Stock | 13,846 | 0.00 | — | 55,627 | D | ↗ |
| 2025-08-27 | Searby Sean | Officer | S-Sale | D | Common Stock | 3,512 | 29.68 | 104.2K | 8,791 | D | ↗ |
| 2025-08-25 | Searby Sean | Officer | S-Sale | D | Common Stock | 4,106 | 29.77 | 122.2K | 12,303 | D | ↗ |
| 2025-08-24 | Tenner Mandy | Officer | F-InKind | D | Common Stock | 1,525 | 30.04 | 45.8K | 11,452 | D | ↗ |
| 2025-08-24 | Searby Sean | Officer | F-InKind | D | Common Stock | 1,599 | 30.04 | 48.0K | 16,409 | D | ↗ |
| 2025-08-24 | Darby Jason | Officer | F-InKind | D | Common Stock | 1,968 | 30.04 | 59.1K | 57,732 | D | ↗ |
| 2025-08-24 | Brown Sam D. | Officer | F-InKind | D | Common Stock | 1,697 | 30.04 | 51.0K | 41,781 | D | ↗ |
| 2025-08-07 | Tenner Mandy | Officer | S-Sale | D | Common Stock | 3,666 | 27.46 | 100.7K | 12,911 | D | ↗ |
| 2025-08-07 | Fox Lynne P. | Director | S-Sale | D | Common Stock | 300 | 27.49 | 8.2K | 21,914 | D | ↗ |
| 2025-07-26 | Lanning Margaret Matilda | Officer | M-Exempt | D | Restricted Stocks Units | 579 | 0.00 | — | 0 | D | ↗ |
| 2025-06-27 | Wells Royce A. | Director | A-Award | A | Common Stock | 1,858 | 31.55 | 58.6K | 1,858 | D | ↗ |
| 2025-06-27 | SALOUTOS STEVEN | Director | A-Award | A | Common Stock | 1,858 | 31.55 | 58.6K | 1,858 | D | ↗ |
| 2025-06-03 | Darby Jason | Officer | S-Sale | D | Common Stock | 426 | 30.00 | 12.8K | 59,700 | D | ↗ |
| 2025-06-02 | Darby Jason | Officer | S-Sale | D | Common Stock | 426 | 30.01 | 12.8K | 60,126 | D | ↗ |
| 2025-05-21 | Stoll Scott | Director | A-Award | A | Common Stock | 2,089 | 31.11 | 65.0K | 4,043 | D | ↗ |
| 2025-05-21 | Ross Julieta | Director | A-Award | A | Common Stock | 2,089 | 31.11 | 65.0K | 4,043 | D | ↗ |
| 2025-05-21 | Romney Edgar | Director | A-Award | A | Common Stock | 2,089 | 31.11 | 65.0K | 16,770 | D | ↗ |
| 2025-05-21 | Miller Meredith | Director | A-Award | A | Common Stock | 2,089 | 31.11 | 65.0K | 7,482 | D | ↗ |
| 2025-05-21 | Mark Finser | Director | A-Award | A | Common Stock | 2,089 | 31.11 | 65.0K | 18,610 | D | ↗ |
| 2025-05-21 | Lilek JoAnn S | Director | A-Award | A | Common Stock | 2,089 | 31.11 | 65.0K | 12,367 | D | ↗ |
| 2025-05-21 | Kelly Julie | Director | A-Award | A | Common Stock | 2,089 | 31.11 | 65.0K | 16,770 | D | ↗ |
| 2025-05-21 | Jackson Darrell B. | Director | A-Award | A | Common Stock | 2,089 | 31.11 | 65.0K | 10,229 | D | ↗ |
| 2025-05-21 | Fox Lynne P. | Director | A-Award | A | Common Stock | 4,179 | 31.11 | 130.0K | 22,214 | D | ↗ |
| 2025-05-21 | Bruce Maryann | Director | A-Award | A | Common Stock | 2,089 | 31.11 | 65.0K | 20,408 | D | ↗ |
| 2025-04-07 | Graham Tyrone | Officer | S-Sale | D | Common Stock | 740 | 25.13 | 18.6K | 13,954 | D | ↗ |
| 2025-04-01 | Tenner Mandy | Officer | F-InKind | D | Common Stock | 332 | 28.70 | 9.5K | 18,097 | D | ↗ |
| 2025-04-01 | Searby Sean | Officer | F-InKind | D | Common Stock | 341 | 28.70 | 9.8K | 17,968 | D | ↗ |
| 2025-04-01 | Romney Edgar Jr | Officer | F-InKind | D | Common Stock | 338 | 28.70 | 9.7K | 27,218 | D | ↗ |
| 2025-04-01 | Lanning Margaret Matilda | Officer | F-InKind | D | Common Stock | 340 | 28.70 | 9.8K | 12,810 | D | ↗ |
| 2025-04-01 | Graham Tyrone | Officer | F-InKind | D | Common Stock | 338 | 28.70 | 9.7K | 14,694 | D | ↗ |
| 2025-04-01 | Darby Jason | Officer | F-InKind | D | Common Stock | 569 | 28.70 | 16.3K | 60,533 | D | ↗ |
| 2025-04-01 | Brown Sam D. | Officer | F-InKind | D | Common Stock | 584 | 28.70 | 16.8K | 42,609 | D | ↗ |
| 2025-04-01 | Brown Priscilla | Officer | F-InKind | D | Common Stock | 5,020 | 28.70 | 144.1K | 259,885 | D | ↗ |
| 2025-03-07 | Tenner Mandy | Officer | A-Award | A | Common Stock | 34 | 0.00 | — | 18,429 | D | ↗ |
| 2025-03-07 | Searby Sean | Officer | A-Award | A | Common Stock | 670 | 0.00 | — | 18,309 | D | ↗ |
| 2025-03-07 | Romney Edgar Jr | Officer | A-Award | A | Common Stock | 670 | 0.00 | — | 27,556 | D | ↗ |
| 2025-03-07 | Lanning Margaret Matilda | Officer | A-Award | A | Common Stock | 334 | 0.00 | — | 13,150 | D | ↗ |
| 2025-03-07 | Graham Tyrone | Officer | S-Sale | D | Common Stock | 869 | 29.73 | 25.8K | 10,580 | D | ↗ |
| 2025-03-07 | Darby Jason | Officer | A-Award | A | Common Stock | 2,344 | 0.00 | — | 61,102 | D | ↗ |
| 2025-03-07 | Brown Sam D. | Officer | A-Award | A | Common Stock | 670 | 0.00 | — | 43,193 | D | ↗ |
| 2025-03-07 | Brown Priscilla | Officer | A-Award | A | Common Stock | 23,434 | 0.00 | — | 264,905 | D | ↗ |
| 2025-03-05 | Graham Tyrone | Officer | S-Sale | D | Common Stock | 3,317 | 30.50 | 101.2K | 11,449 | D | ↗ |
| 2025-03-03 | Searby Sean | Officer | S-Sale | D | Common Stock | 3,000 | 32.49 | 97.5K | 17,639 | D | ↗ |
| 2025-03-01 | VELUSWAMY LESLIE | Officer | F-InKind | D | Common Stock | 331 | 32.45 | 10.7K | 11,894 | D | ↗ |
| 2025-03-01 | Tenner Mandy | Officer | F-InKind | D | Common Stock | 341 | 32.45 | 11.1K | 18,395 | D | ↗ |
| 2025-03-01 | Searby Sean | Officer | F-InKind | D | Common Stock | 370 | 32.45 | 12.0K | 20,639 | D | ↗ |
| 2025-03-01 | Romney Edgar Jr | Officer | F-InKind | D | Common Stock | 183 | 32.45 | 5.9K | 26,886 | D | ↗ |
| 2025-03-01 | Narula Ina | Officer | F-InKind | D | Common Stock | 359 | 32.45 | 11.6K | 4,813 | D | ↗ |
| 2025-03-01 | Lanning Margaret Matilda | Officer | F-InKind | D | Common Stock | 315 | 32.45 | 10.2K | 12,816 | D | ↗ |
| 2025-03-01 | Graham Tyrone | Officer | F-InKind | D | Common Stock | 399 | 32.45 | 12.9K | 14,766 | D | ↗ |
| 2025-03-01 | Glace Adrian | Officer | F-InKind | D | Common Stock | 403 | 32.45 | 13.1K | 4,140 | D | ↗ |
| 2025-03-01 | Darby Jason | Officer | F-InKind | D | Common Stock | 806 | 32.45 | 26.2K | 58,758 | D | ↗ |
| 2025-03-01 | Brown Sam D. | Officer | F-InKind | D | Common Stock | 687 | 32.45 | 22.3K | 42,523 | D | ↗ |
| 2025-03-01 | Brown Priscilla | Officer | F-InKind | D | Common Stock | 5,018 | 32.45 | 162.8K | 241,471 | D | ↗ |
| 2025-02-25 | Brown Priscilla | Officer | M-Exempt | A | Common Stock | 9,586 | 0.00 | — | 250,476 | D | ↗ |
| 2025-02-19 | VELUSWAMY LESLIE | Officer | A-Award | A | Common Stock | 2,527 | 0.00 | — | 12,225 | D | ↗ |
| 2025-02-19 | Tenner Mandy | Officer | A-Award | A | Common Stock | 945 | 0.00 | — | 16,506 | D | ↗ |
| 2025-02-19 | Searby Sean | Officer | A-Award | A | Common Stock | 2,582 | 0.00 | — | 21,006 | D | ↗ |
| 2025-02-19 | Romney Edgar Jr | Officer | A-Award | A | Common Stock | 3,173 | 0.00 | — | 16,495 | D | ↗ |
| 2025-02-19 | Narula Ina | Officer | A-Award | A | Common Stock | 2,143 | 0.00 | — | 5,172 | D | ↗ |
| 2025-02-19 | Lanning Margaret Matilda | Officer | A-Award | A | Common Stock | 2,198 | 0.00 | — | 13,131 | D | ↗ |
| 2025-02-19 | Graham Tyrone | Officer | A-Award | A | Common Stock | 2,898 | 0.00 | — | 15,165 | D | ↗ |
| 2025-02-19 | Glace Adrian | Officer | A-Award | A | Common Stock | 1,058 | 0.00 | — | 4,543 | D | ↗ |
| 2025-02-19 | Darby Jason | Officer | A-Award | A | Common Stock | 3,665 | 0.00 | — | 55,173 | D | ↗ |
| 2025-02-19 | Brown Sam D. | Officer | F-InKind | D | Common Stock | 845 | 36.69 | 31.0K | 38,930 | D | ↗ |
| 2025-02-19 | Brown Priscilla | Officer | A-Award | A | Common Stock | 24,725 | 0.00 | — | 240,890 | D | ↗ |
| 2025-02-15 | VELUSWAMY LESLIE | Officer | F-InKind | D | Common Stock | 322 | 36.69 | 11.8K | 9,698 | D | ↗ |
| 2025-02-15 | Tenner Mandy | Officer | F-InKind | D | Common Stock | 154 | 36.69 | 5.7K | 15,893 | D | ↗ |
| 2025-02-15 | Searby Sean | Officer | F-InKind | D | Common Stock | 291 | 36.69 | 10.7K | 16,739 | D | ↗ |
| 2025-02-15 | Romney Edgar Jr | Officer | F-InKind | D | Common Stock | 243 | 36.69 | 8.9K | 13,322 | D | ↗ |
| 2025-02-15 | Lanning Margaret Matilda | Officer | A-Award | A | Common Stock | 1,299 | 0.00 | — | 10,741 | D | ↗ |
| 2025-02-15 | Graham Tyrone | Officer | F-InKind | D | Common Stock | 242 | 36.69 | 8.9K | 11,123 | D | ↗ |
| 2025-02-15 | Darby Jason | Officer | A-Award | A | Common Stock | 3,785 | 0.00 | — | 54,042 | D | ↗ |
| 2025-02-15 | Brown Sam D. | Officer | F-InKind | D | Common Stock | 412 | 36.69 | 15.1K | 37,506 | D | ↗ |
| 2025-02-15 | Brown Priscilla | Officer | F-InKind | D | Common Stock | 4,304 | 36.69 | 157.9K | 204,967 | D | ↗ |
| 2025-02-13 | Romney Edgar Jr | Officer | S-Sale | D | Common Stock | 9,782 | 36.14 | 353.5K | 13,856 | D | ↗ |
| 2025-02-05 | Workers United | 10% Owner | S-Sale | D | Common Stock | 1,327 | 34.29 | 45.5K | 7,121,506 | D | ↗ |
| 2025-02-05 | Western States Regional Joint Board, Workers United | 10% Owner | S-Sale | D | Common Stock | 1,327 | 34.29 | 45.5K | 7,121,506 | D | ↗ |
| 2025-02-04 | Workers United | 10% Owner | S-Sale | D | Common Stock | 44,983 | 34.13 | 1.54M | 7,122,833 | D | ↗ |
| 2025-02-04 | Western States Regional Joint Board, Workers United | 10% Owner | S-Sale | D | Common Stock | 44,983 | 34.13 | 1.54M | 7,122,833 | D | ↗ |
| 2025-02-03 | Workers United | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share ("Common Stock") | 18,000 | 34.27 | 616.9K | 7,167,816 | D | ↗ |
| 2025-02-03 | Western States Regional Joint Board, Workers United | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share ("Common Stock") | 18,000 | 34.27 | 616.9K | 7,167,816 | D | ↗ |
| 2025-01-28 | Bruce Maryann | Director | S-Sale | D | Common Stock | 4,403 | 33.77 | 148.7K | 18,319 | D | ↗ |
| 2025-01-02 | Brown Sam D. | Officer | S-Sale | D | Common Stock | 8,269 | 33.41 | 276.2K | 36,045 | D | ↗ |
| 2024-12-31 | Graham Tyrone | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-11-20 | Workers United | 10% Owner | S-Sale | D | Common Stock | 10,000 | 35.21 | 352.1K | 7,185,816 | D | ↗ |
| 2024-11-20 | Western States Regional Joint Board, Workers United | 10% Owner | S-Sale | D | Common Stock | 10,000 | 35.21 | 352.1K | 7,185,816 | D | ↗ |
| 2024-11-19 | Workers United | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share ("Common Stock") | 47,607 | 35.08 | 1.67M | 7,195,816 | D | ↗ |
| 2024-11-19 | Western States Regional Joint Board, Workers United | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share ("Common Stock") | 47,607 | 35.08 | 1.67M | 7,195,816 | D | ↗ |
| 2024-11-18 | Workers United | 10% Owner | S-Sale | D | Common Stock | 20,000 | 35.30 | 706.0K | 7,243,423 | D | ↗ |
| 2024-11-18 | Western States Regional Joint Board, Workers United | 10% Owner | S-Sale | D | Common Stock | 20,000 | 35.30 | 706.0K | 7,243,423 | D | ↗ |
| 2024-11-15 | Workers United | 10% Owner | S-Sale | D | Common Stock | 62,971 | 35.72 | 2.25M | 7,263,423 | D | ↗ |
| 2024-11-15 | Western States Regional Joint Board, Workers United | 10% Owner | S-Sale | D | Common Stock | 62,971 | 35.72 | 2.25M | 7,263,423 | D | ↗ |
| 2024-11-14 | Workers United | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share ("Common Stock") | 52,690 | 36.53 | 1.93M | 7,326,394 | D | ↗ |
| 2024-11-14 | Western States Regional Joint Board, Workers United | 10% Owner | S-Sale | A | Common Stock, par value $0.01 per share ("Common Stock") | 52,690 | 36.53 | 1.93M | 7,326,394 | D | ↗ |
| 2024-11-14 | ROMASCO ROBERT G | Director | M-Exempt | D | Non-Qualified Stock Option (right to buy) | 8,760 | 11.00 | 96.4K | 0 | D | ↗ |
| 2024-11-13 | Workers United | 10% Owner | S-Sale | D | Common Stock | 55,000 | 37.23 | 2.05M | 7,379,084 | D | ↗ |
| 2024-11-13 | Western States Regional Joint Board, Workers United | 10% Owner | S-Sale | D | Common Stock | 55,000 | 37.23 | 2.05M | 7,379,084 | D | ↗ |
| 2024-11-12 | Workers United | 10% Owner | S-Sale | D | Common Stock | 45,000 | 36.81 | 1.66M | 7,434,084 | D | ↗ |
| 2024-11-12 | Western States Regional Joint Board, Workers United | 10% Owner | S-Sale | D | Common Stock | 45,000 | 36.81 | 1.66M | 7,434,084 | D | ↗ |
| 2024-11-11 | Workers United | 10% Owner | S-Sale | D | Common Stock | 33,647 | 36.90 | 1.24M | 7,479,084 | D | ↗ |
| 2024-11-11 | Western States Regional Joint Board, Workers United | 10% Owner | S-Sale | D | Common Stock | 33,647 | 36.90 | 1.24M | 7,479,084 | D | ↗ |
| 2024-11-11 | Darby Jason | Officer | S-Sale | D | Common Stock | 4,000 | 36.59 | 146.4K | 50,208 | D | ↗ |
| 2024-11-08 | Workers United | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share ("Common Stock") | 31,844 | 35.77 | 1.14M | 7,512,731 | D | ↗ |
| 2024-11-08 | Western States Regional Joint Board, Workers United | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share ("Common Stock") | 31,844 | 35.77 | 1.14M | 7,512,731 | D | ↗ |
| 2024-11-07 | Western States Regional Joint Board, Workers United | 10% Owner | S-Sale | D | Common Stock | 11,203 | 35.73 | 400.3K | 7,547,372 | D | ↗ |
| 2024-11-07 | VELUSWAMY LESLIE | Officer | F-InKind | D | Common Stock | 930 | 35.32 | 32.8K | 10,020 | D | ↗ |
| 2024-11-07 | Rochester Regional Joint Board, Workers United | 10% Owner | S-Sale | D | Common Stock | 11,203 | 35.73 | 400.3K | 7,547,372 | D | ↗ |
| 2024-11-06 | Western States Regional Joint Board, Workers United | 10% Owner | S-Sale | D | Common Stock | 98,416 | 36.71 | 3.61M | 7,635,159 | D | ↗ |
| 2024-11-06 | Rochester Regional Joint Board, Workers United | 10% Owner | S-Sale | D | Common Stock | 98,416 | 36.71 | 3.61M | 7,635,159 | D | ↗ |
| 2024-11-05 | Western States Regional Joint Board, Workers United | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share ("Common Stock") | 47,253 | 33.23 | 1.57M | 7,733,575 | D | ↗ |
| 2024-11-05 | Rochester Regional Joint Board, Workers United | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share ("Common Stock") | 47,253 | 33.23 | 1.57M | 7,733,575 | D | ↗ |
| 2024-11-04 | Western States Regional Joint Board, Workers United | 10% Owner | S-Sale | D | Common Stock | 8,004 | 32.68 | 261.5K | 423,022 | D | ↗ |
| 2024-11-04 | Rochester Regional Joint Board, Workers United | 10% Owner | S-Sale | D | Common Stock | 55,000 | 32.83 | 1.81M | 7,780,828 | D | ↗ |
Executive team
Top executives
EBIT / Employee
326.7K
Shares Outstanding
29.87M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Priscilla Sims Brown President and Chief Executive Officer | 1.07M | — | 1.80M | — | 1.06M | 502.9K | 4.43M | 40.61% | ↗ |
| 2 | 2025 | Jason Darby Senior Executive Vice President and Chief Financial Officer | 472.1K | — | 877.0K | — | 380.0K | 109.9K | 1.84M | 47.69% | ↗ |
| 3 | 2025 | Sam Brown Senior Executive Vice President and Chief Banking Officer | 396.0K | — | 709.0K | — | 475.0K | 39.7K | 1.62M | 43.77% | ↗ |
| 4 | 2025 | Edgar Romney, Jr. Executive Vice President and Chief Strategy and Administrative Officer | 372.4K | — | 615.0K | — | 280.0K | 88.8K | 1.36M | 45.35% | ↗ |
| 5 | 2025 | Sean Searby Executive Vice President and Chief Information and Operations Officer | 407.6K | 11.9K | 608.0K | — | 250.0K | 66.3K | 1.34M | 45.25% | ↗ |
| 6 | 2024 | Priscilla Sims Brown President and Chief Executive Officer | 1.03M | — | 3.00M | — | 1.00M | 305.4K | 5.33M | 56.24% | ↗ |
| 7 | 2024 | Jason Darby Senior Executive Vice President and Chief Financial Officer | 453.9K | — | 604.8K | — | 380.0K | 57.6K | 1.50M | 40.42% | ↗ |
| 8 | 2024 | Sam Brown Senior Executive Vice President and Chief Banking Officer | 381.3K | — | 545.0K | — | 475.0K | 35.0K | 1.44M | 37.95% | ↗ |
| 9 | 2024 | Sean Searby Executive Vice President and Chief Operations Officer | 355.7K | 71.1K | 317.3K | — | 225.0K | 34.9K | 1.00M | 31.60% | ↗ |
| 10 | 2024 | Sean Searby Executive Vice President and Chief Information and Operations Officer | 355.7K | 71.1K | 317.3K | — | 225.0K | 34.9K | 1.00M | 31.60% | ↗ |
| 11 | 2024 | Mandy Tenner Executive Vice President and Chief Legal Officer | 350.7K | — | 305.8K | — | 225.0K | 29.2K | 910.7K | 33.58% | ↗ |
| 12 | 2023 | Priscilla Sims Brown President and Chief Executive Officer | 959.6K | — | 1.30M | — | 917.0K | 111.3K | 3.29M | 39.54% | ↗ |
| 13 | 2023 | Jason Darby Senior Executive Vice President and Chief Financial Officer | 435.3K | — | 295.0K | — | 368.4K | 46.4K | 1.15M | 25.76% | ↗ |
| 14 | 2023 | Sam Brown Senior Executive Vice President and Chief Banking Officer | 365.5K | — | 250.0K | — | 459.6K | 31.0K | 1.11M | 22.60% | ↗ |
| 15 | 2023 | Sean Searby Executive Vice President and Chief Information and Operations Officer | 352.0K | 29.6K | 136.8K | — | 173.8K | 23.5K | 715.7K | 19.11% | ↗ |
| 16 | 2023 | Sean Searby Executive Vice President and Chief Operations Officer | 352.0K | 29.6K | 136.8K | — | 173.8K | 23.5K | 715.7K | 19.11% | ↗ |
| 17 | 2023 | Margaret Lanning Executive Vice President and Chief Credit Risk Officer | 344.8K | — | 134.0K | — | 168.6K | 50.8K | 698.2K | 19.19% | ↗ |
| 18 | 2022 | Priscilla Sims Brown President and Chief Executive Officer | 836.5K | 50.0K | 1.00M | — | 933.0K | 152.4K | 2.97M | 33.65% | ↗ |
| 19 | 2022 | Jason Darby Senior Executive Vice President and Chief Financial Officer | 401.2K | — | 595.0K | — | 320.0K | 33.2K | 1.35M | 44.10% | ↗ |
| 20 | 2022 | Sam Brown Senior Executive Vice President and Chief Banking Officer | 347.4K | 83.8K | 486.0K | — | 400.0K | 21.8K | 1.34M | 36.30% | ↗ |
| 21 | 2021 | Priscilla Sims Brown President and Chief Executive Officer | 443.1K | 500.0K | 2.50M | — | 381.5K | 19.2K | 3.84M | 65.04% | ↗ |
| 22 | 2021 | Sam Brown Senior Executive Vice President and Chief Banking Officer | 334.0K | 98.8K | 123.0K | — | 293.5K | 12.5K | 861.6K | 14.28% | ↗ |
| 23 | 2021 | Jason Darby Senior Executive Vice President and Chief Financial Officer | 320.7K | 75.0K | 112.8K | — | 204.4K | 23.8K | 736.6K | 15.31% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Priscilla Sims Brown | President, Chief Executive Officer & Director | 3M | female |
| Jason Darby | Chief Financial Officer & Senior Executive Vice President | 887.1K | male |
| Sam D. Brown | Senior EVP & Chief Banking Officer | 881.0K | male |
| Sean Searby | Executive Vice President & Chief Information and Operations Officer | 697.8K | male |
| Edgar Romney Jr. | Executive VP & Chief Strategy and Administrative Officer | 679.9K | male |
| Mandy Tenner | Executive Vice President & Chief Legal Officer | 580.6K | female |
| Tyrone Graham | Executive Vice President & Chief Human Resources Officer | — | male |
| Eleanor Innes | Senior Vice President & Chief Investment Officer | — | female |
| Kenneth A. Schmidt | Executive Vice President of Finance | — | male |
| Leslie S. Veluswamy | Executive Vice President & Chief Accounting Officer | — | female |
| Adrian Glace | Senior Vice President & Chief Technology Officer | — | male |
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 AMAL
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.
