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Avidbank Holdings, Inc. (AVBH)
USD32.29
+0.18 (+0.56%)
US NASDAQ Financial Services Banks - Regional
Address
1732 North 1st Street 95112
San Jose, CA, US
San Jose, CA, US
CEO
Mark D. Mordell
Website
avidbank.com
IPO
2025-08-05
CIK 1443575 ISIN US05368J1034
Description
Avidbank Holdings, Inc. serves as the parent company for Avidbank, a financial institution that delivers a broad spectrum of products and services to small and mid-sized businesses, professionals, and individuals. Its primary service area spans the Santa Clara, San Mateo, and San Francisco counties. The bank offers a full suite of deposit accounts for both personal and business use, including checking, money market, savings accounts, and certificates of deposit. Its diverse lending options cater to personal needs, providing secured and unsecured credit lines, home equity lines of credit, and loans for home remodels or new construction, as well as general term loans. For corporate clients, Avidbank extends credit facilities such as working capital lines, equipment financing, acquisition funding, shareholder buyout loans, Employee Stock Ownership Plan (ESOP) loans, and loans for owner-occupied commercial real estate. Furthermore, it provides commercial real estate lending, encompassing both permanent and bridge financing solutions. Avidbank also specializes in construction financing, offering loans for land acquisition, pre-development, speculative single-family dwellings, owner-occupied single-family homes, condominiums, and subdivision developments. This segment also includes unsecured business lines, real estate bridge loans, and other real estate-secured credit facilities. Beyond conventional banking, the company furnishes specialized financial solutions, including structured finance, venture lending, asset-based lending, and sponsor finance. A comprehensive range of banking services is available, such as automated clearing house (ACH) payments and collections, bill pay, wire transfers, lockbox services, merchant services, remote deposit capture, ATM/debit cards, credit cards, business courier services, cash management, and notary services. Additionally, customers can access modern banking conveniences through online and mobile platforms. Founded in 2003, Avidbank Holdings, Inc. is headquartered in San Jose, California.
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
USD32.29
+0.18 (+0.56%)
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Volume Profile
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Liquidity & share structure
Average Volume
106.5K
Beta
0.34
Float Shares
5.58M
Free Float %
64.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.03% | +1.85% | +3.85% | +6.58% | +17.71% | +15.89% | +41.84% | +41.84% | +41.84% | +41.84% | +41.84% |
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 (4 ratings, all time)
Buy
Price Targets & DCF
Current price
32.29
Low
35.00
+8.4%
Consensus
35.00
+8.4%
Median
35.00
+8.4%
High
35.00
+8.4%
DCF (Levered)
31.21
-3.3%
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)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 3 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 3 |
32.50
+0.7%
|
| All Time | 6 |
28.42
-12.0%
|
Quality scores
Altman Z-Score
0.12
Distress
Piotroski F-Score
4 / 9
Average
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
-
Revenue growth-3.8% Q1'26: +97.4% (vs Q1'25)
-
EPS growth+12.7% Q1'26: +18.3% (vs Q1'25)
-
FCF margin— Q1'26: +0.0% (vs Q1'25)
-
EBIT margin— Q1'26: +30.7% (vs Q1'25)
-
ROIC— Q1'26: +10.2% (vs Q1'25)
-
Share dilution+1.1% Q1'26: +40.2% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 1.55× (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 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 3 EPS Ana. |
Dec 2027 2 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|
| Revenue |
52.77M
est: 53.61M (-1.6%)
|
75.24M
est: 76.72M (-1.9%)
|
67.87M
est: 67.44M (+0.6%)
|
77.14M
est: 80.38M (-4.0%)
|
74.20M
est: 92.53M (-19.8%)
|
116.69M
115.33M – 118.05M
+26.1% YoY
|
129.63M
128.83M – 130.43M
+11.1% YoY
|
| EBITDA |
—
est: 3.95M (-100.0%)
|
—
est: 5.65M (-100.0%)
|
—
est: -6.25M (+100.0%)
|
—
est: -7.44M (+100.0%)
|
-34.36M
est: -8.57M (-301.0%)
|
-10.81M
-10.93M – -10.68M
-26.1% YoY
|
-12.00M
-12.08M – -11.93M
-11.1% YoY
|
| EBIT |
—
est: 3.79M (-100.0%)
|
—
est: 5.42M (-100.0%)
|
—
est: -6.30M (+100.0%)
|
—
est: -7.51M (+100.0%)
|
-34.65M
est: -8.64M (-301.0%)
|
-10.90M
-11.03M – -10.77M
-26.1% YoY
|
-12.11M
-12.18M – -12.03M
-11.1% YoY
|
| Net Income |
12.26M
est: 16.96M (-27.7%)
|
25.02M
est: 25.59M (-2.2%)
|
16.80M
est: 15.05M (+11.7%)
|
21.02M
est: 19.24M (+9.2%)
|
23.98M
est: 22.93M (+4.6%)
|
26.23M
25.62M – 26.84M
+14.4% YoY
|
29.25M
29.01M – 29.48M
+11.5% YoY
|
| SGA |
29.66M
est: 23.42M (+26.6%)
|
33.13M
est: 33.51M (-1.2%)
|
40.42M
est: 26.99M (+49.7%)
|
4.96M
est: 32.17M (-84.6%)
|
25.16M
est: 37.04M (-32.1%)
|
46.71M
46.16M – 47.25M
+26.1% YoY
|
51.89M
51.57M – 52.21M
+11.1% YoY
|
| EPS |
2.08
est: 2.23 (-6.7%)
|
3.68
est: 3.37 (+9.4%)
|
2.29
est: 1.96 (+17.0%)
|
2.83
est: 2.54 (+11.5%)
|
3.19
est: 2.98 (+6.9%)
|
3.41
3.33 – 3.49
+14.4% YoY
|
3.80
3.77 – 3.84
+11.2% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-29 | DA Davidson | Buy | Buy | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-15 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-14 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-13 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-12 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-11 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-24 | A | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 4/5 | 4/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 4/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
18.00M
OE per share TTM
2.05
Owner's Yield
5.52%
Maintenance CapEx ratio
43.60%
Maint CapEx / Avg PPE
19.7%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
87
Total invested
237.81M
Insider transactions (90d)
9
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 | EJF Capital LLC | 417.2K | 9.80% | — | 417.2K | — | 417.2K | IA | Delaware | 2013-07-08 | ↗ |
| 2 | Emanuel J. Friedman | 417.2K | 9.80% | — | 417.2K | — | 417.2K | IN | Delaware | 2013-07-08 | ↗ |
| 3 | EJF Financial Services Fund, LP | 292.0K | 6.90% | — | 292.0K | — | 292.0K | PN | Delaware | 2013-07-08 | ↗ |
| 4 | EJF Financial Services GP, LLC | 292.0K | 6.90% | — | 292.0K | — | 292.0K | CO | Delaware | 2013-07-08 | ↗ |
| 5 | EJF Financial Opportunities GP, LLC | 75.1K | 1.80% | — | 75.1K | — | 75.1K | CO | Delaware | 2013-07-08 | ↗ |
| 6 | EJF Financial Opportunities Master Fund, LP | 75.1K | 1.80% | — | 75.1K | — | 75.1K | PN | Delaware | 2013-07-08 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
87
+23 vs prev Q
New positions
33
Closed positions
10
Increased
56
Reduced
22
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 | FOURTHSTONE LLC | 1.09M +48.9K (+4.7%) | 28.98M +2.4M (+9.0%) | 14.48% +0.648 pp | 5.42% +0.657 pp | USD25.55 +4.0% | 2 qtrs — |
| 2 | — | 1.05M +— (+0.0%) | 27.91M +1.1M (+4.2%) | 13.95% +0.000 pp | 8.70% +0.227 pp | USD25.50 +4.2% | 2 qtrs — |
| 3 | ALLIANCEBERNSTEIN L.P. | 873.2K +19.1K (+2.2%) | 23.19M +1.4M (+6.5%) | 11.59% +0.254 pp | 0.01% +0.001 pp | USD25.52 +4.1% | 2 qtrs — |
| 4 | ENDEAVOUR CAPITAL ADVISORS INC | 697.9K +— (+0.0%) | 18.54M +739.8K (+4.2%) | 9.26% +0.000 pp | 5.16% -0.226 pp | USD25.50 +4.2% | 2 qtrs — |
| 5 | BANC FUNDS CO LLC | 596.4K -81.3K (-12.0%) | 15.84M -1.4M (-8.3%) | 7.92% -1.079 pp | 3.14% +0.114 pp | USD18.86 +40.8% | 49 qtrs — |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 424.7K -1.3K (-0.3%) | 11.28M +417.9K (+3.8%) | 5.64% -0.017 pp | 0.01% +0.000 pp | USD25.50 +4.2% | 2 qtrs — |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 342.1K -156.6K (-31.4%) | 9.09M -3.6M (-28.5%) | 4.54% -2.078 pp | 0.00% -0.001 pp | USD25.50 +4.2% | 2 qtrs — |
| 8 | MALTESE CAPITAL MANAGEMENT LLC | 305.0K +85.0K (+38.6%) | 8.10M +2.5M (+44.4%) | 4.05% +1.128 pp | 1.44% +0.588 pp | USD25.80 +2.9% | 2 qtrs — |
| 9 | MENDON CAPITAL ADVISORS CORP | 234.6K -63.1K (-21.2%) | 6.23M -1.4M (-18.0%) | 3.11% -0.837 pp | 1.85% -1.068 pp | USD25.50 +4.2% | 2 qtrs — |
| 10 | VANGUARD GROUP INC | 220.7K +87.3K (+65.5%) | 5.86M +2.5M (+72.3%) | 2.93% +1.159 pp | 0.00% +0.000 pp | USD25.92 +2.5% | 2 qtrs — |
| 11 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 220.3K +30.0K (+15.8%) | 5.85M +998.5K (+20.6%) | 2.92% +0.398 pp | 0.01% +0.001 pp | USD25.64 +3.6% | 2 qtrs — |
| 12 | RMB CAPITAL MANAGEMENT, LLC | 214.9K -26.9K (-11.1%) | 5.71M -458.2K (-7.4%) | 2.85% -0.357 pp | 0.10% -0.014 pp | USD25.50 +4.2% | 2 qtrs — |
| 13 | BLACKROCK, INC. | 208.9K +110.1K (+111.5%) | 5.55M +3.0M (+120.3%) | 2.77% +1.462 pp | 0.00% +0.000 pp | USD26.06 +1.9% | 2 qtrs — |
| 14 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 153.5K +68.5K (+80.6%) | 4.08M +1.9M (+88.1%) | 2.04% +0.909 pp | 0.01% +0.003 pp | USD25.97 +2.3% | 2 qtrs — |
| 15 | JACOBS ASSET MANAGEMENT, LLC | 135.0K -11.1K (-7.6%) | 3.59M -140.5K (-3.8%) | 1.79% -0.148 pp | 2.00% -0.043 pp | USD25.50 +4.2% | 2 qtrs — |
| 16 | FRANKLIN RESOURCES INC | 125.4K -2.7K (-2.1%) | 3.33M +64.1K (+2.0%) | 1.67% -0.036 pp | 0.00% +0.000 pp | USD25.50 +4.2% | 2 qtrs — |
| 17 | NORTH REEF CAPITAL MANAGEMENT LP | 123.7K -17.8K (-12.6%) | 3.28M -323.4K (-9.0%) | 1.64% -0.237 pp | 0.13% -0.037 pp | USD25.50 +4.2% | 2 qtrs — |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | 117.2K +42.6K (+57.2%) | 3.11M +1.2M (+63.7%) | 1.56% +0.566 pp | 0.00% +0.000 pp | USD25.89 +2.6% | 2 qtrs — |
| 19 | EJF CAPITAL LLC | 116.4K +5.5K (+5.0%) | 3.09M +264.2K (+9.3%) | 1.54% +0.073 pp | 1.76% +0.114 pp | USD25.55 +4.0% | 2 qtrs — |
| 20 | BOOTHBAY FUND MANAGEMENT, LLC | 96.7K -40.9K (-29.7%) | 2.57M -939.2K (-26.8%) | 1.28% -0.542 pp | 0.04% -0.013 pp | USD25.50 +4.2% | 2 qtrs — |
| 21 | TWO SIGMA INVESTMENTS, LP | 73.3K +34.9K (+90.9%) | 1.95M +967.5K (+98.8%) | 0.97% +0.463 pp | 0.00% +0.001 pp | USD26.00 +2.2% | 2 qtrs — |
| 22 | MIRACLE MILE ADVISORS, LLC | 65.2K -6.0K (-8.4%) | 1.73M -83.9K (-4.6%) | 0.87% -0.080 pp | 0.02% -0.002 pp | USD25.50 +4.2% | 2 qtrs — |
| 23 | CITADEL ADVISORS LLC | 59.6K +51.4K (+633.4%) | 1.58M +1.4M (+663.9%) | 0.79% +0.683 pp | 0.00% +0.000 pp | USD26.42 +0.5% | 2 qtrs — |
| 24 | PMC FIG OPPORTUNITIES LLC | 39.3K -54.4K (-58.1%) | 1.04M -1.3M (-56.3%) | 0.52% -0.723 pp | 1.64% -1.966 pp | USD25.50 +4.2% | 2 qtrs — |
| 25 | COLONY GROUP, LLC | 36.4K -7.0K (-16.1%) | 965.8K -140.0K (-12.7%) | 0.48% -0.093 pp | 0.00% -0.001 pp | USD25.50 +4.2% | 2 qtrs — |
| 26 | UBS GROUP AG | 28.1K -4.9K (-14.9%) | 746.2K -95.5K (-11.3%) | 0.37% -0.065 pp | 0.00% +0.000 pp | USD25.50 +4.2% | 2 qtrs — |
| 27 | NORTHERN TRUST CORP | 27.2K +11.9K (+77.4%) | 721.3K +331.0K (+84.8%) | 0.36% +0.157 pp | 0.00% +0.000 pp | USD25.96 +2.3% | 2 qtrs — |
| 28 | KENNEDY CAPITAL MANAGEMENT LLC | 26.1K +— (+0.0%) | 694.2K +27.7K (+4.2%) | 0.35% +0.000 pp | 0.01% +0.000 pp | USD25.50 +4.2% | 2 qtrs — |
| 29 | MILLENNIUM MANAGEMENT LLC | 25.5K +25.5K (+100.0%) | 676.6K +676.6K (+100.0%) | 0.34% +0.338 pp | 0.00% +0.000 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 30 | STATE STREET CORP | 24.1K +24.1K (+100.0%) | 641.3K +641.3K (+100.0%) | 0.32% +0.321 pp | 0.00% +0.000 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 31 | MORGAN STANLEY | 21.4K +15.6K (+266.0%) | 569.1K +419.8K (+281.2%) | 0.28% +0.207 pp | 0.00% +0.000 pp | USD26.27 +1.1% | 2 qtrs — |
| 32 | ELIZABETH PARK CAPITAL ADVISORS, LTD. | 20.0K +— (+0.0%) | 531.2K +21.2K (+4.2%) | 0.27% +0.000 pp | 0.44% +0.025 pp | USD25.50 +4.2% | 2 qtrs — |
| 33 | ACADIAN ASSET MANAGEMENT LLC | 20.0K +20.0K (+100.0%) | 529.0K +529.0K (+100.0%) | 0.27% +0.265 pp | 0.00% +0.001 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 34 | TWO SIGMA ADVISERS, LP | 19.6K +19.6K (+100.0%) | 520.6K +520.6K (+100.0%) | 0.26% +0.260 pp | 0.00% +0.001 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 35 | QUBE RESEARCH & TECHNOLOGIES LTD | 14.8K +14.8K (+100.0%) | 394.1K +394.1K (+100.0%) | 0.20% +0.197 pp | 0.00% +0.000 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 36 | PERSISTENT ASSET PARTNERS LTD | 14.0K -16.1K (-53.4%) | 372.7K -395.6K (-51.5%) | 0.19% -0.214 pp | 0.17% -0.361 pp | USD25.50 +4.2% | 2 qtrs — |
| 37 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 12.5K +12.5K (+100.0%) | 332.0K +332.0K (+100.0%) | 0.17% +0.166 pp | 0.01% +0.007 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 38 | HIGHTOWER ADVISORS, LLC | 12.4K +2.5K (+25.1%) | 330.5K +76.9K (+30.3%) | 0.17% +0.033 pp | 0.00% +0.000 pp | USD25.71 +3.3% | 2 qtrs — |
| 39 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10.7K +10.7K (+100.0%) | 284.2K +284.2K (+100.0%) | 0.14% +0.142 pp | 0.00% +0.000 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 40 | EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 10.6K +— (+0.0%) | 281.5K +11.2K (+4.2%) | 0.14% +0.000 pp | 0.01% 0.000 pp | USD25.50 +4.2% | 2 qtrs — |
| 41 | GHISALLO CAPITAL MANAGEMENT LLC | 10.0K +— (+0.0%) | 265.6K +10.6K (+4.2%) | 0.13% +0.000 pp | 0.01% +0.004 pp | USD25.50 +4.2% | 2 qtrs — |
| 42 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 9.6K +9.6K (+100.0%) | 255.6K +255.6K (+100.0%) | 0.13% +0.128 pp | 0.00% +0.002 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 43 | CERITY PARTNERS LLC | 8.9K +— (+0.0%) | 236.4K +9.4K (+4.2%) | 0.12% +0.000 pp | 0.00% +0.000 pp | USD25.50 +4.2% | 2 qtrs — |
| 44 | ELCO MANAGEMENT CO., LLC | 8.6K -6.9K (-44.6%) | 228.2K -167.5K (-42.3%) | 0.11% -0.092 pp | 0.14% -0.062 pp | USD25.50 +4.2% | 2 qtrs — |
| 45 | BETTERWEALTH, LLC | 8.5K +— (+0.0%) | 225.3K +9.0K (+4.2%) | 0.11% +0.000 pp | 0.05% 0.000 pp | USD25.50 +4.2% | 2 qtrs — |
| 46 | CALDWELL SUTTER CAPITAL, INC. | 5.5K +— (+0.0%) | 146.1K +5.8K (+4.2%) | 0.07% +0.000 pp | 0.06% +0.002 pp | USD25.50 +4.2% | 2 qtrs — |
| 47 | BARCLAYS PLC | 4.6K +4.6K (+100.0%) | 122.8K +122.8K (+100.0%) | 0.06% +0.061 pp | 0.00% +0.000 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 48 | WELLS FARGO & COMPANY/MN | 3.3K +3.3K (+100.0%) | 86.4K +86.4K (+100.0%) | 0.04% +0.043 pp | 0.00% +0.000 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 49 | RHUMBLINE ADVISERS | 2.1K +2.1K (+100.0%) | 56.2K +56.2K (+100.0%) | 0.03% +0.028 pp | 0.00% +0.000 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 50 | BANK OF AMERICA CORP /DE/ | 1.8K +1.8K (+2,935.0%) | 48.4K +46.8K (+3,061.2%) | 0.02% +0.023 pp | 0.00% +0.000 pp | USD26.52 +0.2% | 2 qtrs — |
| 51 | KESTRA ADVISORY SERVICES, LLC | 1.4K +1.4K (+100.0%) | 36.3K +36.3K (+100.0%) | 0.02% +0.018 pp | 0.00% +0.000 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 52 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.3K +1.3K (+100.0%) | 35.8K +35.8K (+100.0%) | 0.02% +0.018 pp | 0.00% +0.000 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 53 | JPMORGAN CHASE & CO | 1.2K +1.2K (+100.0%) | 30.9K +30.9K (+100.0%) | 0.02% +0.015 pp | 0.00% +0.000 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 54 | BNP PARIBAS ARBITRAGE, SNC | 723.00 +723.0 (+100.0%) | 19.2K +19.2K (+100.0%) | 0.01% +0.010 pp | 0.00% +0.000 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 55 | STRS OHIO | 500.00 +500.0 (+100.0%) | 13.3K +13.3K (+100.0%) | 0.01% +0.007 pp | 0.00% +0.000 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 56 | TOWER RESEARCH CAPITAL LLC (TRC) | 304.00 -108.0 (-26.2%) | 8.1K -2.4K (-23.1%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD25.50 +4.2% | 2 qtrs — |
| 57 | LEGAL & GENERAL GROUP PLC | 250.00 +250.0 (+100.0%) | 6.6K +6.6K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 58 | AMERITAS INVESTMENT PARTNERS, INC. | 236.00 +236.0 (+100.0%) | 6.3K +6.3K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 59 | RUSSELL INVESTMENTS GROUP, LTD. | 230.00 +230.0 (+100.0%) | 6.1K +6.1K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 60 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 177.00 +177.0 (+100.0%) | 4.7K +4.7K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 61 | STERLING CAPITAL MANAGEMENT LLC | 152.00 +152.0 (+100.0%) | 4.0K +4.0K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 62 | ROYAL BANK OF CANADA | 154.00 +154.0 (+100.0%) | 4.0K +4.0K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD26.56 +0.0% | 1 qtrs NEW |
| 63 | AMALGAMATED BANK | 91.00 +91.0 (+100.0%) | 2.0K +2.0K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD26.55 +0.0% | 1 qtrs NEW |
| 64 | CITIGROUP INC | 67.00 +67.0 (+100.0%) | 1.8K +1.8K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD26.55 +0.0% | 1 qtrs NEW |
| 65 | ALGEBRIS (UK) LTD | — -122.6K (-100.0%) | — -3.1M (-100.0%) | 0.00% -1.627 pp | 0.00% -0.354 pp | USD— | 2 qtrs SOLD |
| 66 | QUARRY LP | — -1.0K (-100.0%) | — -26.5K (-100.0%) | 0.00% -0.014 pp | 0.00% -0.006 pp | USD— | 2 qtrs SOLD |
| 67 | GOLDMAN SACHS GROUP INC | — -14.2K (-100.0%) | — -363.0K (-100.0%) | 0.00% -0.189 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 68 | RHINO INVESTMENT PARTNERS, INC | — -80.0K (-100.0%) | — -2.0M (-100.0%) | 0.00% -1.062 pp | 0.00% -0.643 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 43 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.17% | 430.1K | 0.12% |
| 2 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.14% | 128.7K | 0.63% |
| 3 | iShares Micro-Cap ETF IWC | 0.07% | 1.00M | 0.60% |
| 4 | iShares Russell 2000 Value ETF IWN | 0.02% | 2.74M | 0.24% |
| 5 | Avantis U.S. Small Cap Equity ETF AVSC | 0.01% | 293.5K | 0.25% |
| 6 | Xtrackers Russell 2000 UCITS ETF 1C XRSU.L | 0.01% | 274.9K | 0.30% |
| 7 | Invesco Russell 2000 UCITS ETF RTYS.L | 0.01% | 30.2K | 0.25% |
| 8 | Global X - Russell 2000 ETF RSSL | 0.01% | 139.0K | 0.08% |
| 9 | iShares Russell 2000 BuyWrite ETF IWMW | 0.01% | 4.6K | 0.39% |
| 10 | iShares Russell 2000 ETF IWM | 0.01% | 6.78M | 0.19% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
9
Sells
0
Shares acquired
13.5K
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+13,500
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-19 | VERISSIMO MARC J | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 19,444 | D | ↗ |
| 2026-05-19 | Scott Robert H | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 15,199 | D | ↗ |
| 2026-05-19 | ROSINUS MIKE | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 18,180 | D | ↗ |
| 2026-05-19 | POLSTER BRYAN C. | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 64,964 | D | ↗ |
| 2026-05-19 | MORRIS LINDA RAE | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 4,000 | D | ↗ |
| 2026-05-19 | Jensen Keith | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 1,500 | D | ↗ |
| 2026-05-19 | FLYNN DIANE J. | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 13,645 | D | ↗ |
| 2026-05-19 | Deutsch James F. | Director / 10% Owner | A-Award | A | Common Stock | 1,500 | 0.00 | — | 4,500 | D | ↗ |
| 2026-05-19 | BIORN KRISTOFER W. | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 3,000 | D | ↗ |
| 2026-03-16 | ROSINUS MIKE | Director | S-Sale | D | Common Stock | 56,882 | 27.41 | 1.56M | 80 | I | ↗ |
| 2026-03-13 | ROSINUS MIKE | Director | S-Sale | D | Common Stock | 7,953 | 27.49 | 218.6K | 56,962 | I | ↗ |
| 2026-03-10 | ROSINUS MIKE | Director | S-Sale | D | Common Stock | 19,318 | 28.28 | 546.3K | 64,915 | I | ↗ |
| 2026-03-09 | ROSINUS MIKE | Director | S-Sale | D | Common Stock | 15,847 | 28.09 | 445.1K | 84,233 | I | ↗ |
| 2026-03-09 | Jensen Keith | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-06 | ROSINUS MIKE | Director | S-Sale | D | Common Stock | 9,659 | 28.10 | 271.4K | 100,080 | I | ↗ |
| 2026-03-04 | ROSINUS MIKE | Director | S-Sale | D | Common Stock | 16,175 | 29.05 | 469.9K | 109,739 | I | ↗ |
| 2026-03-02 | ROSINUS MIKE | Director | S-Sale | D | Common Stock | 2,499 | 29.01 | 72.5K | 125,914 | I | ↗ |
| 2026-02-27 | ROSINUS MIKE | Director | S-Sale | D | Common Stock | 1,000 | 29.55 | 29.6K | 128,413 | I | ↗ |
| 2026-02-26 | ROSINUS MIKE | Director | S-Sale | D | Common Stock | 3,434 | 30.00 | 103.0K | 129,413 | I | ↗ |
| 2026-02-25 | ROSINUS MIKE | Director | S-Sale | D | Common Stock | 19,411 | 29.90 | 580.4K | 132,847 | I | ↗ |
| 2026-02-24 | THOMA GINA N. | Officer | D-Return | D | Common Stock | 340 | 29.55 | 10.0K | 35,447 | D | ↗ |
| 2026-02-24 | Oakes Patrick Timothy | Officer | D-Return | D | Common Stock | 374 | 29.55 | 11.0K | 38,688 | D | ↗ |
| 2026-02-24 | MORDELL MARK DANIEL | Director / Officer | D-Return | D | Common Stock | 845 | 29.55 | 25.0K | 236,387 | D | ↗ |
| 2026-02-24 | DEMARCO VICTOR FRANCESCO E. | Officer | D-Return | D | Common Stock | 158 | 29.55 | 4.7K | 16,440 | D | ↗ |
| 2026-02-24 | BENEDICT TAMI LAURA | Officer | D-Return | D | Common Stock | 131 | 29.55 | 3.9K | 25,283 | D | ↗ |
| 2026-02-23 | WASSON ARTHUR | Officer | D-Return | D | Common Stock | 84 | 29.67 | 2.5K | 24,859 | D | ↗ |
| 2026-02-23 | THOMA GINA N. | Officer | D-Return | D | Common Stock | 270 | 29.67 | 8.0K | 35,787 | D | ↗ |
| 2026-02-23 | ROSINUS MIKE | Director | S-Sale | D | Common Stock | 5,000 | 30.16 | 150.8K | 157,258 | I | ↗ |
| 2026-02-23 | Oakes Patrick Timothy | Officer | D-Return | D | Common Stock | 295 | 29.67 | 8.8K | 39,062 | D | ↗ |
| 2026-02-23 | MORDELL MARK DANIEL | Director / Officer | D-Return | D | Common Stock | 637 | 29.67 | 18.9K | 237,232 | D | ↗ |
| 2026-02-23 | DEMARCO VICTOR FRANCESCO E. | Officer | D-Return | D | Common Stock | 124 | 29.67 | 3.7K | 16,598 | D | ↗ |
| 2026-02-23 | BENEDICT TAMI LAURA | Officer | D-Return | D | Common Stock | 103 | 29.67 | 3.1K | 25,414 | D | ↗ |
| 2026-02-20 | ROSINUS MIKE | Director | S-Sale | D | Common Stock | 10,000 | 29.89 | 298.9K | 157,258 | I | ↗ |
| 2026-02-19 | ROSINUS MIKE | Director | S-Sale | D | Common Stock | 4,262 | 29.57 | 126.0K | 167,258 | I | ↗ |
| 2026-02-18 | ROSINUS MIKE | Director | S-Sale | D | Common Stock | 11,602 | 30.22 | 350.6K | 171,520 | I | ↗ |
| 2026-02-17 | ROSINUS MIKE | Director | S-Sale | D | Common Stock | 5,076 | 30.17 | 153.2K | 183,122 | I | ↗ |
| 2026-02-14 | WASSON ARTHUR | Officer | D-Return | D | Common Stock | 203 | 30.00 | 6.1K | 24,943 | D | ↗ |
| 2026-02-14 | THOMA GINA N. | Officer | D-Return | D | Common Stock | 270 | 30.00 | 8.1K | 36,057 | D | ↗ |
| 2026-02-14 | Oakes Patrick Timothy | Officer | D-Return | D | Common Stock | 296 | 30.00 | 8.9K | 39,357 | D | ↗ |
| 2026-02-14 | MORDELL MARK DANIEL | Director / Officer | D-Return | D | Common Stock | 639 | 30.00 | 19.2K | 237,869 | D | ↗ |
| 2026-02-14 | FOUSSIANES ELISABETH | Officer | D-Return | D | Common Stock | 95 | 30.00 | 2.9K | 7,975 | D | ↗ |
| 2026-02-14 | DEMARCO VICTOR FRANCESCO E. | Officer | D-Return | D | Common Stock | 145 | 30.00 | 4.4K | 16,722 | D | ↗ |
| 2026-02-14 | BENEDICT TAMI LAURA | Officer | D-Return | D | Common Stock | 186 | 30.00 | 5.6K | 25,517 | D | ↗ |
| 2026-02-13 | WASSON ARTHUR | Officer | A-Award | A | Common Stock | 1,845 | 0.00 | — | 25,146 | D | ↗ |
| 2026-02-13 | THOMA GINA N. | Officer | A-Award | A | Common Stock | 2,480 | 0.00 | — | 36,327 | D | ↗ |
| 2026-02-13 | ROSINUS MIKE | Director | S-Sale | D | Common Stock | 4,051 | 30.07 | 121.8K | 188,198 | I | ↗ |
| 2026-02-13 | Oakes Patrick Timothy | Officer | A-Award | A | Common Stock | 2,720 | 0.00 | — | 39,653 | D | ↗ |
| 2026-02-13 | MORDELL MARK DANIEL | Director / Officer | A-Award | A | Common Stock | 5,725 | 0.00 | — | 238,508 | D | ↗ |
| 2026-02-13 | FOUSSIANES ELISABETH | Officer | A-Award | A | Common Stock | 1,870 | 0.00 | — | 8,070 | D | ↗ |
| 2026-02-13 | DEMARCO VICTOR FRANCESCO E. | Officer | A-Award | A | Common Stock | 1,675 | 0.00 | — | 16,867 | D | ↗ |
| 2026-02-13 | BENEDICT TAMI LAURA | Officer | A-Award | A | Common Stock | 1,550 | 0.00 | — | 25,703 | D | ↗ |
| 2026-02-11 | ROSINUS MIKE | Director | S-Sale | D | Common Stock | 1,143 | 30.45 | 34.8K | 192,169 | I | ↗ |
| 2026-02-10 | ROSINUS MIKE | Director | S-Sale | D | Common Stock | 1,688 | 30.73 | 51.9K | 193,312 | I | ↗ |
| 2026-01-02 | FOUSSIANES ELISABETH | Officer | — | — | Common Stock | 0 | 0.00 | — | 6,200 | D | ↗ |
| 2025-10-24 | WASSON ARTHUR | Officer | A-Award | A | Common Stock | 1,825 | 0.00 | — | 23,301 | D | ↗ |
| 2025-10-24 | THOMA GINA N. | Officer | A-Award | A | Common Stock | 1,965 | 0.00 | — | 33,847 | D | ↗ |
| 2025-10-24 | Oakes Patrick Timothy | Officer | A-Award | A | Common Stock | 2,155 | 0.00 | — | 36,933 | D | ↗ |
| 2025-10-24 | MORDELL MARK DANIEL | Director / Officer | A-Award | A | Common Stock | 3,090 | 0.00 | — | 232,783 | D | ↗ |
| 2025-10-24 | DEMARCO VICTOR FRANCESCO E. | Officer | A-Award | A | Common Stock | 1,530 | 0.00 | — | 15,192 | D | ↗ |
| 2025-10-24 | BUTNER GEOFFREY EVAN | Officer | A-Award | A | Common Stock | 1,825 | 0.00 | — | 34,347 | D | ↗ |
| 2025-10-24 | BENEDICT TAMI LAURA | Officer | A-Award | A | Common Stock | 1,415 | 0.00 | — | 24,153 | D | ↗ |
| 2025-09-30 | THOMA GINA N. | Officer | A-Award | A | Common Stock | 1,000 | 0.00 | — | 31,882 | D | ↗ |
| 2025-09-30 | Oakes Patrick Timothy | Officer | A-Award | A | Common Stock | 1,000 | 0.00 | — | 34,778 | D | ↗ |
| 2025-09-30 | MORDELL MARK DANIEL | Director / Officer | A-Award | A | Common Stock | 1,000 | 0.00 | — | 229,693 | D | ↗ |
| 2025-09-20 | THOMA GINA N. | Officer | F-InKind | D | Common Stock | 754 | 26.23 | 19.8K | 30,882 | D | ↗ |
| 2025-09-20 | Oakes Patrick Timothy | Officer | D-Return | D | Common Stock | 828 | 0.00 | — | 33,778 | D | ↗ |
| 2025-09-20 | MORDELL MARK DANIEL | Director / Officer | F-InKind | D | Common Stock | 1,216 | 26.23 | 31.9K | 228,693 | D | ↗ |
| 2025-09-20 | DEMARCO VICTOR FRANCESCO E. | Officer | D-Return | D | Common Stock | 439 | 0.00 | — | 13,662 | D | ↗ |
| 2025-09-20 | BUTNER GEOFFREY EVAN | Officer | D-Return | D | Common Stock | 656 | 0.00 | — | 32,522 | D | ↗ |
| 2025-09-20 | BENEDICT TAMI LAURA | Officer | D-Return | D | Common Stock | 377 | 0.00 | — | 22,738 | D | ↗ |
| 2025-08-08 | Patriot Financial Partners IV, L.P. | 10% Owner | P-Purchase | A | Common Stock, no par value | 80,000 | 23.00 | 1.84M | 1,053,918 | D | ↗ |
| 2025-08-07 | WASSON ARTHUR | Officer | — | — | Common Stock | 0 | 0.00 | — | 20,476 | D | ↗ |
| 2025-08-07 | VERISSIMO MARC J | Director | P-Purchase | A | Common Stock | 4,000 | 23.00 | 92.0K | 17,944 | D | ↗ |
| 2025-08-07 | THOMA GINA N. | Officer | — | — | Common Stock | 0 | 0.00 | — | 26,636 | D | ↗ |
| 2025-08-07 | Scott Robert H | Director / Officer | — | — | Common Stock | 0 | 0.00 | — | 13,264 | D | ↗ |
| 2025-08-07 | ROSINUS MIKE | Director | — | — | Common Stock | 0 | 0.00 | — | 195,000 | I | ↗ |
| 2025-08-07 | Patriot Financial Partners IV, L.P. | 10% Owner | — | — | Common Stock, no par value | 0 | 0.00 | — | 970,918 | D | ↗ |
| 2025-08-07 | POLSTER BRYAN C. | Director | — | — | Common Stock | 0 | 0.00 | — | 13,464 | D | ↗ |
| 2025-08-07 | Oakes Patrick Timothy | Officer | — | — | Common Stock | 0 | 0.00 | — | 32,606 | D | ↗ |
| 2025-08-07 | MORRIS LINDA RAE | Director | — | — | Common Stock | 0 | 0.00 | — | 1,500 | D | ↗ |
| 2025-08-07 | MORDELL MARK DANIEL | Director / Officer | — | — | Common Stock | 0 | 0.00 | — | 225,909 | D | ↗ |
| 2025-08-07 | HENDRICKSON LISA B. | Director | — | — | Common Stock | 0 | 0.00 | — | 1,500 | D | ↗ |
| 2025-08-07 | FLYNN DIANE J. | Director | — | — | Common Stock | 0 | 0.00 | — | 11,145 | D | ↗ |
| 2025-08-07 | DEMARCO VICTOR FRANCESCO E. | Officer | — | — | Common Stock | 0 | 0.00 | — | 13,351 | D | ↗ |
| 2025-08-07 | BUTNER GEOFFREY EVAN | Officer | — | — | Common Stock | 0 | 0.00 | — | 32,778 | D | ↗ |
| 2025-08-07 | BIORN KRISTOFER W. | Director | — | — | Common Stock | 0 | 0.00 | — | 34,982 | I | ↗ |
| 2025-08-07 | BENEDICT TAMI LAURA | Officer | — | — | Common Stock | 0 | 0.00 | — | 22,365 | D | ↗ |
Executive team
Top executives
EBIT / Employee
-234.1K
Shares Outstanding
8.70M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Mark D. Mordell Chairman and Chief Executive Officer | 525.0K | 590.1K | 232.0K | — | — | 72.8K | 1.42M | 16.34% | ↗ |
| 2 | 2025 | Patrick T. Oakes Executive Vice President and Chief Financial Officer | 365.2K | 319.8K | 140.1K | — | — | 38.0K | 863.1K | 16.24% | ↗ |
| 3 | 2025 | Gina Thoma-Peterson Executive Vice President and Chief Operating Officer | 335.1K | 298.2K | 130.0K | — | — | 21.1K | 784.3K | 16.57% | ↗ |
| 4 | 2024 | Mark D. Mordell Chairman and Chief Executive Officer | 525.0K | 376.2K | 1.18M | — | — | 70.7K | 2.15M | 54.82% | ↗ |
| 5 | 2024 | Patrick T. Oakes Executive Vice President and Chief Financial Officer | 357.0K | 174.4K | 100.2K | — | — | 35.8K | 667.5K | 15.01% | ↗ |
| 6 | 2024 | Gina Thoma-Peterson Executive Vice President and Chief Operating Officer | 325.5K | 159.0K | 91.6K | — | — | 22.0K | 598.2K | 15.32% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Mark D. Mordell | Chairman, President & Chief Executive Officer | 1M | male |
| Patrick Timothy Oakes | Executive Vice President & Chief Financial Officer | 723.0K | male |
| Gina Thoma Peterson | Executive Vice President & Chief Operating Officer | 654.3K | female |
| Robert H. Scott | MD of Strategic Relationships & Director | 316.7K | male |
| Greg J. Hickel | Senior Vice President & Senior Credit Administrator of Avidbank | — | male |
| Johnnie Kamalani | Senior Vice President & Reporting Manager of Avidbank | — | — |
| Lisa Foussianes | Executive Vice President & Chief Credit Officer | — | female |
| Sarah Wesner | Senior Vice President & Divisional Manager of Corporate Banking | — | female |
| Tami Benedict | Executive Vice President and Chief of Staff | — | female |
| Arthur Wasson | Executive VP & Chief Revenue Officer | — | male |
| Victor DeMarco | EVice President, Chief Legal Officer & Head of Advisory Services | — | male |
| Christina Scheper | Senior Vice President | — | 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)
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Community Opinion for AVBH
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.
