California BanCorp (BCAL)
San Diego, CA, US
California BanCorp operates as the bank holding company for California Bank of Commerce, N.A. that provides various financial products to individuals, professionals, and small- to medium-sized businesses in California, the United States. The company offers checking, savings, and money market accounts; and certificates of deposit. It also provides business loans, including construction and land development loans, commercial and industrial loans, small business administration loans, and consumer loans, as well as commercial real estate (CRE) loans comprising one- to four-family and multifamily residential loans, owner-occupied CRE loans, and non-owner-occupied CRE loans; lines of credit; home equity lines of credit; and letters of credit. In addition, the company offers treasury management; merchant services; escrow and sub-accounting solutions; cash vault, sweep accounts, and remote deposit capture services; online and mobile banking services; and ACH origination, courier, and lockbox processing services. It serves businesses, business owners and their trusts, limited liability corporations, business partnerships, associations, organizations, and governmental authorities, as well as the manufacturing, wholesale distribution, professional services, commercial real estate, healthcare, hospitality, commercial contractor, and non-profit organization sectors. The company was formerly known as Southern California Bancorp and changed its name to California BanCorp in August 2024. California BanCorp was founded in 2001 and is headquartered in San Diego, California.
Based on only 1 article — low confidence
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| California BanCorp | CALB | 2024-05-15 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.21% | -0.47% | +1.55% | +3.66% | -2.22% | +1.66% | +27.04% | +37.54% | +39.66% | +130.06% | +80.76% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 2 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
22.00
+4.2%
|
| Last Year | 3 |
20.67
-2.1%
|
| All Time | 3 |
20.67
-2.1%
|
-
Revenue growth+26.2% Q1'26: -6.3% (vs Q1'25)
-
EPS growth+777.3% Q1'26: -19.2% (vs Q1'25)
-
FCF margin— Q1'26: +14.9% (vs Q1'25)
-
EBIT margin— Q1'26: +34.3% (vs Q1'25)
-
ROIC— Q1'26: +20.0% (vs Q1'25)
-
Share dilution+33.0% Q1'26: -0.1% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 0.70× (vs Q1'25)
* 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.
| Metric |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 2 EPS Ana. |
Dec 2027 3 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|
| Revenue |
126.90M
est: 87.33M (+45.3%)
|
184.58M
est: 129.45M (+42.6%)
|
233.00M
est: 179.07M (+30.1%)
|
182.86M
181.80M – 184.49M
+2.1% YoY
|
195.39M
193.49M – 198.90M
+6.9% YoY
|
| EBITDA |
38.78M
est: 38.90M (-0.3%)
|
11.90M
est: 57.67M (-79.4%)
|
87.96M
est: 79.77M (+10.3%)
|
81.46M
80.99M – 82.19M
+2.1% YoY
|
87.04M
86.19M – 88.61M
+6.9% YoY
|
| EBIT |
36.86M
est: 40.49M (-9.0%)
|
8.26M
est: 60.03M (-86.2%)
|
87.96M
est: 83.03M (+5.9%)
|
84.79M
84.30M – 85.55M
+2.1% YoY
|
90.60M
89.72M – 92.23M
+6.9% YoY
|
| Net Income |
25.91M
est: 28.75M (-9.9%)
|
5.43M
est: 31.26M (-82.6%)
|
63.06M
est: 60.00M (+5.1%)
|
54.89M
54.13M – 55.65M
-8.5% YoY
|
60.04M
59.21M – 60.87M
+9.4% YoY
|
| SGA |
40.10M
est: 31.12M (+28.8%)
|
51.26M
est: 46.14M (+11.1%)
|
70.89M
est: 63.82M (+11.1%)
|
65.18M
64.80M – 65.76M
+2.1% YoY
|
69.64M
68.96M – 70.89M
+6.9% YoY
|
| EPS |
1.42
est: 0.87 (+62.4%)
|
0.22
est: 0.97 (-77.2%)
|
1.95
est: 1.85 (+5.6%)
|
1.67
1.65 – 1.70
-9.6% YoY
|
1.83
1.81 – 1.86
+9.4% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-29 | DA Davidson | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-27 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-26 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-22 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-21 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-20 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-19 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-18 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-15 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-14 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-13 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-12 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-11 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-07 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-04 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-27 | A | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-24 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-23 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-22 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Castle Creek Capital Partners VI, LP | 2.34M | 12.70% | — | 2.34M | — | — | PN | Delaware | 2024-02-09 | ↗ |
| 2 | Castle Creek Capital VI LLC | 2.34M | 12.70% | — | 2.34M | — | — | OO | Delaware | 2024-02-09 | ↗ |
| 3 | LLC | 1.41M | 7.88% | — | 1.41M | — | — | IA | Missouri | 2023-02-14 | ↗ |
| 4 | Phillip Stone, IV | 1.41M | 7.88% | — | 1.41M | — | — | IN | U.S.A. | 2023-02-14 | ↗ |
| 5 | Master Opportunity Fund Ltd | 935.5K | 5.21% | — | 935.5K | — | — | OO | Islands | 2023-02-14 | ↗ |
| 6 | GP LLC | 459.7K | 2.56% | — | 459.7K | — | — | OO | Missouri | 2023-02-14 | ↗ |
| 7 | BANC FUND IX L.P.37-1755531 | 456.4K | 3.50% | 456.4K | — | 456.4K | — | PN | — | 2021-02-11 | ↗ |
| 8 | QP Opportunity Fund LP | 411.1K | 2.29% | — | 411.1K | — | — | PN | Delaware | 2023-02-14 | ↗ |
| 9 | BANC FUND X L.P.82-5185037 | 316.3K | 2.40% | 316.3K | — | 316.3K | — | PN | — | 2021-02-11 | ↗ |
| 10 | BANC FUND VIII L.P.26-2334080 | 238.4K | 1.80% | 238.4K | — | 238.4K | — | PN | — | 2021-02-11 | ↗ |
| 11 | Small-Cap Financials Fund LP | 48.7K | 0.27% | — | 48.7K | — | — | PN | Delaware | 2023-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | 2.88M +802.9K (+38.6%) | 53.82M +19.1M (+55.1%) | 8.80% +2.440 pp | 0.01% +0.003 pp | USD16.98 +10.0% | 11 qtrs — |
| 2 | ALLIANCEBERNSTEIN L.P. | 2.35M -104.1K (-4.2%) | 43.83M +2.9M (+7.2%) | 7.17% -0.332 pp | 0.01% +0.001 pp | USD14.10 +32.4% | 11 qtrs — |
| 3 | ENDEAVOUR CAPITAL ADVISORS INC | 1.77M -497.2K (-22.0%) | 32.95M -4.8M (-12.7%) | 5.39% -1.531 pp | 9.17% -2.245 pp | USD14.31 +30.5% | 11 qtrs — |
| 4 | BLACKROCK, INC. | 1.43M +24.1K (+1.7%) | 26.78M +3.3M (+13.8%) | 4.38% +0.066 pp | 0.00% +0.000 pp | USD14.88 +25.5% | 6 qtrs — |
| 5 | VANGUARD GROUP INC | 1.31M +7.4K (+0.6%) | 24.55M +2.7M (+12.6%) | 4.02% +0.015 pp | 0.00% +0.000 pp | USD15.24 +22.5% | 10 qtrs — |
| 6 | FJ CAPITAL MANAGEMENT LLC | 1.27M +— (+0.0%) | 23.74M +2.5M (+11.9%) | 3.88% -0.007 pp | 2.62% +0.356 pp | USD14.71 +26.9% | 11 qtrs — |
| 7 | BANC FUNDS CO LLC | 766.2K -69.3K (-8.3%) | 14.30M +368.3K (+2.6%) | 2.34% -0.217 pp | 2.83% +0.395 pp | USD13.91 +34.2% | 23 qtrs — |
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 760.4K -4.8K (-0.6%) | 14.20M +1.4M (+11.2%) | 2.32% -0.019 pp | 0.01% +0.001 pp | USD14.42 +29.5% | 11 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 541.4K -4.0K (-0.7%) | 10.11M +1.0M (+11.1%) | 1.65% -0.016 pp | 0.00% +0.000 pp | USD14.72 +26.8% | 10 qtrs — |
| 10 | STATE STREET CORP | 424.9K -15.0K (-3.4%) | 7.97M +637.4K (+8.7%) | 1.30% -0.048 pp | 0.00% +0.000 pp | USD14.80 +26.1% | 10 qtrs — |
| 11 | KENNEDY CAPITAL MANAGEMENT LLC | 364.5K +835.0 (+0.2%) | 6.81M +739.3K (+12.2%) | 1.11% +0.001 pp | 0.14% +0.010 pp | USD15.88 +17.6% | 6 qtrs — |
| 12 | DIMENSIONAL FUND ADVISORS LP | 314.4K +95.8K (+43.8%) | 5.87M +2.2M (+61.0%) | 0.96% +0.291 pp | 0.00% +0.000 pp | USD16.51 +13.1% | 6 qtrs — |
| 13 | FOURTHSTONE LLC | 275.4K -1.0M (-78.8%) | 5.14M -16.6M (-76.3%) | 0.84% -3.141 pp | 0.96% -2.931 pp | USD14.34 +30.2% | 11 qtrs — |
| 14 | MENDON CAPITAL ADVISORS CORP | 254.9K -86.5K (-25.3%) | 4.76M -935.0K (-16.4%) | 0.78% -0.266 pp | 1.41% -0.775 pp | USD14.93 +25.1% | 9 qtrs — |
| 15 | RMB CAPITAL MANAGEMENT, LLC | 243.7K -81.3K (-25.0%) | 4.55M -871.6K (-16.1%) | 0.74% -0.250 pp | 0.08% -0.021 pp | USD14.67 +27.3% | 7 qtrs — |
| 16 | MORGAN STANLEY | 225.9K +121.4K (+116.1%) | 4.22M +2.5M (+141.9%) | 0.69% +0.370 pp | 0.00% +0.000 pp | USD16.84 +10.9% | 11 qtrs — |
| 17 | MARSHALL WACE, LLP | 219.2K +116.1K (+112.6%) | 4.09M +2.4M (+138.0%) | 0.67% +0.354 pp | 0.00% +0.002 pp | USD17.22 +8.4% | 4 qtrs — |
| 18 | SIENA CAPITAL PARTNERS GP, LLC | 208.6K +— (+0.0%) | 3.89M +415.0K (+11.9%) | 0.64% -0.001 pp | 1.05% +0.050 pp | USD9.65 +93.5% | 23 qtrs — |
| 19 | JANE STREET GROUP, LLC | 205.5K +151.1K (+277.7%) | 3.84M +2.9M (+322.8%) | 0.63% +0.461 pp | 0.00% +0.000 pp | USD17.79 +4.9% | 6 qtrs — |
| 20 | PETIOLE USA LTD | 195.6K +— (+0.0%) | 3.65M +389.3K (+11.9%) | 0.60% -0.001 pp | 2.26% +0.002 pp | USD14.33 +30.3% | 11 qtrs — |
| 21 | NORTHERN TRUST CORP | 179.2K -14.2K (-7.4%) | 3.35M +119.0K (+3.7%) | 0.55% -0.045 pp | 0.00% +0.000 pp | USD14.91 +25.2% | 9 qtrs — |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 158.8K +46.9K (+41.9%) | 2.97M +1.1M (+58.8%) | 0.49% +0.143 pp | 0.06% +0.022 pp | USD16.55 +12.8% | 6 qtrs — |
| 23 | AMERICAN CENTURY COMPANIES INC | 148.2K +93.0K (+168.4%) | 2.77M +1.8M (+200.4%) | 0.45% +0.284 pp | 0.00% +0.001 pp | USD17.48 +6.8% | 6 qtrs — |
| 24 | ELIZABETH PARK CAPITAL ADVISORS, LTD. | 142.6K +142.6K (+100.0%) | 2.66M +2.7M (+100.0%) | 0.44% +0.436 pp | 2.19% +2.194 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 25 | HENNESSY ADVISORS INC | 115.0K -10.0K (-8.0%) | 2.15M +62.1K (+3.0%) | 0.35% -0.031 pp | 0.08% +0.004 pp | USD14.64 +27.5% | 8 qtrs — |
| 26 | PRUDENTIAL FINANCIAL INC | 113.2K +113.2K (+100.0%) | 2.11M +2.1M (+100.0%) | 0.35% +0.346 pp | 0.00% +0.003 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 27 | EMPOWERED FUNDS, LLC | 111.1K +46.9K (+73.0%) | 2.07M +1.0M (+93.6%) | 0.34% +0.143 pp | 0.02% +0.006 pp | USD17.32 +7.8% | 6 qtrs — |
| 28 | TWO SIGMA INVESTMENTS, LP | 102.3K +33.1K (+47.9%) | 1.91M +756.2K (+65.6%) | 0.31% +0.101 pp | 0.00% +0.001 pp | USD17.04 +9.6% | 4 qtrs — |
| 29 | ALGERT GLOBAL LLC | 98.8K +98.8K (+100.0%) | 1.85M +1.8M (+100.0%) | 0.30% +0.302 pp | 0.03% +0.029 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 30 | ZACKS INVESTMENT MANAGEMENT | 98.3K +98.3K (+100.0%) | 1.83M +1.8M (+100.0%) | 0.30% +0.300 pp | 0.01% +0.014 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 31 | QUBE RESEARCH & TECHNOLOGIES LTD | 96.2K +96.2K (+100.0%) | 1.80M +1.8M (+100.0%) | 0.29% +0.294 pp | 0.00% +0.002 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 32 | GOLDMAN SACHS GROUP INC | 94.5K +49.2K (+108.4%) | 1.76M +1.0M (+133.3%) | 0.29% +0.150 pp | 0.00% +0.000 pp | USD17.17 +8.7% | 10 qtrs — |
| 33 | CERITY PARTNERS LLC | 88.0K +1.4K (+1.7%) | 1.64M +199.0K (+13.8%) | 0.27% +0.004 pp | 0.00% +0.000 pp | USD15.85 +17.8% | 6 qtrs — |
| 34 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 87.3K +87.3K (+100.0%) | 1.63M +1.6M (+100.0%) | 0.27% +0.267 pp | 0.00% +0.001 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 35 | D. E. SHAW & CO., INC. | 84.7K +84.7K (+100.0%) | 1.58M +1.6M (+100.0%) | 0.26% +0.259 pp | 0.00% +0.001 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 36 | FIRST TRUST ADVISORS LP | 83.2K -3.9K (-4.5%) | 1.55M +100.8K (+6.9%) | 0.25% -0.012 pp | 0.00% +0.000 pp | USD16.25 +14.9% | 6 qtrs — |
| 37 | POINT72 ASSET MANAGEMENT, L.P. | 73.9K +73.9K (+100.0%) | 1.38M +1.4M (+100.0%) | 0.23% +0.226 pp | 0.00% +0.002 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 38 | BANK OF AMERICA CORP /DE/ | 70.7K +16.2K (+29.6%) | 1.32M +410.3K (+45.1%) | 0.22% +0.049 pp | 0.00% +0.000 pp | USD16.84 +10.9% | 9 qtrs — |
| 39 | UBS GROUP AG | 66.9K +26.1K (+63.8%) | 1.25M +567.7K (+83.4%) | 0.20% +0.079 pp | 0.00% +0.000 pp | USD16.51 +13.1% | 11 qtrs — |
| 40 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 65.5K +167.0 (+0.3%) | 1.22M +133.0K (+12.2%) | 0.20% +0.000 pp | 0.00% +0.000 pp | USD14.28 +30.7% | 7 qtrs — |
| 41 | BANK OF NEW YORK MELLON CORP | 65.1K -371.0 (-0.6%) | 1.22M +123.4K (+11.3%) | 0.20% -0.002 pp | 0.00% +0.000 pp | USD14.61 +27.8% | 7 qtrs — |
| 42 | MAI CAPITAL MANAGEMENT | 63.6K +25.0 (+0.0%) | 1.19M +127.0K (+12.0%) | 0.19% 0.000 pp | 0.01% +0.000 pp | USD15.32 +21.9% | 6 qtrs — |
| 43 | AMERIPRISE FINANCIAL INC | 61.8K +61.8K (+100.0%) | 1.15M +1.2M (+100.0%) | 0.19% +0.189 pp | 0.00% +0.000 pp | USD18.67 +0.0% | 4 qtrs — |
| 44 | BEDELL FRAZIER INVESTMENT COUNSELING, LLC | 61.8K -3.6K (-5.5%) | 1.15M +62.5K (+5.7%) | 0.19% -0.011 pp | 0.22% -0.002 pp | USD14.79 +26.2% | 6 qtrs — |
| 45 | CITADEL ADVISORS LLC | 59.0K +59.0K (+100.0%) | 1.10M +1.1M (+100.0%) | 0.18% +0.180 pp | 0.00% +0.000 pp | USD18.67 +0.0% | 9 qtrs — |
| 46 | AQR CAPITAL MANAGEMENT LLC | 56.1K +17.9K (+46.7%) | 1.05M +409.7K (+64.2%) | 0.17% +0.054 pp | 0.00% +0.000 pp | USD17.15 +8.9% | 3 qtrs — |
| 47 | JPMORGAN CHASE & CO | 54.8K +35.7K (+187.0%) | 1.02M +704.0K (+221.3%) | 0.17% +0.109 pp | 0.00% +0.000 pp | USD17.82 +4.8% | 9 qtrs — |
| 48 | PFG ADVISORS | 54.5K -135.0 (-0.2%) | 1.02M +106.1K (+11.7%) | 0.17% -0.001 pp | 0.05% +0.012 pp | USD13.78 +35.5% | 11 qtrs — |
| 49 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 53.6K +— (+0.0%) | 1.01M +112.0K (+12.5%) | 0.16% 0.000 pp | 0.03% -0.001 pp | USD14.79 +26.2% | 6 qtrs — |
| 50 | TUDOR INVESTMENT CORP ET AL | 52.1K +52.1K (+100.0%) | 972.1K +972.1K (+100.0%) | 0.16% +0.159 pp | 0.00% +0.002 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 51 | SEI INVESTMENTS CO | 52.0K +52.0K (+100.0%) | 971.0K +971.0K (+100.0%) | 0.16% +0.159 pp | 0.00% +0.001 pp | USD18.67 +0.0% | 3 qtrs — |
| 52 | BARCLAYS PLC | 50.3K +13.5K (+36.8%) | 939.1K +395.4K (+72.7%) | 0.15% +0.041 pp | 0.00% +0.000 pp | USD15.98 +16.8% | 7 qtrs — |
| 53 | ADVISOR GROUP HOLDINGS, INC. | 46.1K +4.3K (+10.4%) | 861.2K +162.8K (+23.3%) | 0.14% +0.013 pp | 0.00% +0.000 pp | USD14.40 +29.7% | 11 qtrs — |
| 54 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | 42.7K -17.3K (-28.9%) | 798.0K -204.0K (-20.4%) | 0.13% -0.053 pp | 0.18% -0.045 pp | USD14.53 +28.5% | 7 qtrs — |
| 55 | PINNACLE ASSOCIATES LTD | 41.5K +— (+0.0%) | 774.8K +82.6K (+11.9%) | 0.13% 0.000 pp | 0.01% +0.001 pp | USD15.76 +18.5% | 3 qtrs — |
| 56 | CREATIVE PLANNING | 40.9K +11.5K (+39.1%) | 763.2K +272.9K (+55.7%) | 0.12% +0.035 pp | 0.00% +0.000 pp | USD16.76 +11.4% | 3 qtrs — |
| 57 | HOLDCO ASSET MANAGEMENT, LP | 40.5K +— (+0.0%) | 756.7K +80.7K (+11.9%) | 0.12% 0.000 pp | 0.06% -0.014 pp | USD15.76 +18.5% | 3 qtrs — |
| 58 | NUVEEN, LLC | 40.0K +— (+0.0%) | 745.9K +79.5K (+11.9%) | 0.12% 0.000 pp | 0.00% +0.000 pp | USD14.67 +27.3% | 4 qtrs — |
| 59 | VANCE WEALTH, INC. | 35.1K -2.5K (-6.6%) | 659.4K +31.7K (+5.1%) | 0.11% -0.008 pp | 0.20% +0.003 pp | USD13.72 +36.1% | 11 qtrs — |
| 60 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 32.4K +32.4K (+100.0%) | 604.4K +604.4K (+100.0%) | 0.10% +0.099 pp | 0.00% +0.002 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 61 | STRS OHIO | 30.5K +30.5K (+100.0%) | 569.4K +569.4K (+100.0%) | 0.09% +0.093 pp | 0.00% +0.002 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 62 | MARINER, LLC | 29.6K +281.0 (+1.0%) | 551.8K +63.5K (+13.0%) | 0.09% +0.001 pp | 0.00% +0.000 pp | USD16.24 +15.0% | 6 qtrs — |
| 63 | TREXQUANT INVESTMENT LP | 29.3K +7.4K (+34.1%) | 546.5K +182.4K (+50.1%) | 0.09% +0.023 pp | 0.00% +0.001 pp | USD16.50 +13.2% | 3 qtrs — |
| 64 | XTX TOPCO LTD | 28.8K +6.1K (+26.9%) | 538.5K +159.3K (+42.0%) | 0.09% +0.019 pp | 0.01% -0.006 pp | USD16.59 +12.5% | 3 qtrs — |
| 65 | MONOGRAPH WEALTH ADVISORS, LLC | 28.0K +— (+0.0%) | 525.6K +58.5K (+12.5%) | 0.09% 0.000 pp | 0.05% +0.004 pp | USD16.68 +11.9% | 2 qtrs — |
| 66 | EJF CAPITAL LLC | 28.1K -67.3K (-70.5%) | 524.6K -1.1M (-67.0%) | 0.09% -0.206 pp | 0.30% -0.626 pp | USD14.56 +28.2% | 11 qtrs — |
| 67 | KEYSTONE WEALTH SERVICES, LLC | 27.8K +— (+0.0%) | 519.5K +55.4K (+11.9%) | 0.09% 0.000 pp | 0.11% +0.008 pp | USD14.79 +26.2% | 6 qtrs — |
| 68 | WELLS FARGO & COMPANY/MN | 27.0K +10.3K (+61.5%) | 504.4K +225.5K (+80.8%) | 0.08% +0.031 pp | 0.00% +0.000 pp | USD16.07 +16.2% | 10 qtrs — |
| 69 | RAYMOND JAMES FINANCIAL INC | 25.6K +2.3K (+9.8%) | 478.2K +89.1K (+22.9%) | 0.08% +0.007 pp | 0.00% +0.000 pp | USD16.73 +11.6% | 5 qtrs — |
| 70 | QUANTINNO CAPITAL MANAGEMENT LP | 25.6K +8.6K (+50.3%) | 477.2K +193.5K (+68.2%) | 0.08% +0.026 pp | 0.00% +0.000 pp | USD17.35 +7.6% | 2 qtrs — |
| 71 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 25.4K +25.4K (+100.0%) | 475.0K +475.0K (+100.0%) | 0.08% +0.078 pp | 0.10% +0.102 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 72 | NAVALIGN, LLC | 22.8K +— (+0.0%) | 425.7K +45.4K (+11.9%) | 0.07% 0.000 pp | 0.10% +0.004 pp | USD14.01 +33.3% | 10 qtrs — |
| 73 | FMR LLC | 21.5K +20.6K (+2,261.2%) | 402.0K +386.8K (+2,542.7%) | 0.07% +0.063 pp | 0.00% +0.000 pp | USD18.52 +0.8% | 6 qtrs — |
| 74 | RHUMBLINE ADVISERS | 21.1K -3.2K (-13.3%) | 393.9K -11.8K (-2.9%) | 0.06% -0.010 pp | 0.00% +0.000 pp | USD14.30 +30.6% | 7 qtrs — |
| 75 | BNP PARIBAS ARBITRAGE, SNC | 20.7K +15.8K (+319.2%) | 386.8K +304.4K (+369.2%) | 0.06% +0.048 pp | 0.00% +0.000 pp | USD18.10 +3.1% | 5 qtrs — |
| 76 | MAN GROUP PLC | 19.3K +19.3K (+100.0%) | 360.4K +360.4K (+100.0%) | 0.06% +0.059 pp | 0.00% +0.001 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 77 | HRT FINANCIAL LP | 19.2K +19.2K (+100.0%) | 359.0K +359.0K (+100.0%) | 0.06% +0.059 pp | 0.00% +0.001 pp | USD18.67 +0.0% | 3 qtrs — |
| 78 | STERLING CAPITAL MANAGEMENT LLC | 19.1K +17.7K (+1,336.9%) | 355.7K +333.6K (+1,508.3%) | 0.06% +0.054 pp | 0.01% +0.006 pp | USD18.52 +0.8% | 6 qtrs — |
| 79 | PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | 18.4K +18.4K (+100.0%) | 342.6K +342.6K (+100.0%) | 0.06% +0.056 pp | 0.02% +0.024 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 80 | ENTRYPOINT CAPITAL, LLC | 17.9K +3.6K (+25.5%) | 334.1K +96.3K (+40.5%) | 0.05% +0.011 pp | 0.13% +0.038 pp | USD16.48 +13.3% | 3 qtrs — |
| 81 | DEUTSCHE BANK AG\ | 16.6K +— (+0.0%) | 310.7K +33.1K (+11.9%) | 0.05% 0.000 pp | 0.00% +0.000 pp | USD15.19 +22.9% | 6 qtrs — |
| 82 | PHARVISION ADVISERS, LLC | 16.6K +16.6K (+100.0%) | 309.4K +309.4K (+100.0%) | 0.05% +0.051 pp | 0.16% +0.157 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 83 | INVESCO LTD. | 16.2K +680.0 (+4.4%) | 301.6K +43.5K (+16.8%) | 0.05% +0.002 pp | 0.00% +0.000 pp | USD16.76 +11.4% | 2 qtrs — |
| 84 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 16.0K +16.0K (+100.0%) | 299.4K +299.4K (+100.0%) | 0.05% +0.049 pp | 0.01% +0.010 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 85 | FRANKLIN RESOURCES INC | 14.6K +14.6K (+100.0%) | 272.3K +272.3K (+100.0%) | 0.04% +0.045 pp | 0.00% +0.000 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 86 | METLIFE INVESTMENT MANAGEMENT, LLC | 14.3K +— (+0.0%) | 267.5K +28.5K (+11.9%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD14.52 +28.6% | 7 qtrs — |
| 87 | ASPIRIANT, LLC | 13.9K +— (+0.0%) | 259.7K +27.7K (+11.9%) | 0.04% 0.000 pp | 0.01% +0.000 pp | USD16.54 +12.9% | 5 qtrs — |
| 88 | LEGATO CAPITAL MANAGEMENT LLC | 13.7K +13.7K (+100.0%) | 254.9K +254.9K (+100.0%) | 0.04% +0.042 pp | 0.02% +0.022 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 89 | WOODWARD DIVERSIFIED CAPITAL, LLC | 13.6K +87.0 (+0.6%) | 253.7K +28.5K (+12.7%) | 0.04% +0.000 pp | 0.12% +0.011 pp | USD15.78 +18.3% | 3 qtrs — |
| 90 | PRICE T ROWE ASSOCIATES INC /MD/ | 13.0K +978.0 (+8.1%) | 243.0K +42.0K (+20.9%) | 0.04% +0.003 pp | 0.00% +0.000 pp | USD14.85 +25.7% | 4 qtrs — |
| 91 | CREEKSIDE PARTNERS | 12.8K +— (+0.0%) | 239.7K +25.5K (+11.9%) | 0.04% 0.000 pp | 0.10% +0.007 pp | USD14.79 +26.2% | 6 qtrs — |
| 92 | PERIGON WEALTH MANAGEMENT, LLC | 12.4K +— (+0.0%) | 232.3K +24.8K (+11.9%) | 0.04% 0.000 pp | 0.00% 0.000 pp | USD14.80 +26.1% | 6 qtrs — |
| 93 | FIDUCIARY TRUST CO | 12.2K -1.9K (-13.6%) | 228.7K -7.7K (-3.2%) | 0.04% -0.006 pp | 0.00% 0.000 pp | USD16.68 +11.9% | 2 qtrs — |
| 94 | FIRST MANHATTAN CO. LLC. | 11.7K +— (+0.0%) | 219.3K +24.4K (+12.5%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD15.76 +18.5% | 3 qtrs — |
| 95 | CENTIVA CAPITAL, LP | 11.6K +11.6K (+100.0%) | 216.5K +216.5K (+100.0%) | 0.04% +0.035 pp | 0.00% +0.002 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 96 | QUADRATURE CAPITAL LTD | 10.9K +10.9K (+100.0%) | 203.9K +203.9K (+100.0%) | 0.03% +0.033 pp | 0.00% +0.002 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 97 | JUMP FINANCIAL, LLC | 10.9K +10.9K (+100.0%) | 203.7K +203.7K (+100.0%) | 0.03% +0.033 pp | 0.00% +0.003 pp | USD18.67 +0.0% | 1 qtrs NEW |
| 98 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 10.8K +2.5K (+30.0%) | 202.3K +63.3K (+45.6%) | 0.03% +0.008 pp | 0.00% +0.000 pp | USD17.14 +8.9% | 2 qtrs — |
| 99 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 10.5K -48.0 (-0.5%) | 195.6K +20.0K (+11.4%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD14.84 +25.8% | 6 qtrs — |
| 100 | PARALLEL ADVISORS, LLC | 10.1K +— (+0.0%) | 188.5K +20.1K (+11.9%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD14.90 +25.3% | 6 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.58% | 1.52M | 0.65% |
| 2 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.33% | 850.3K | 0.12% |
| 3 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.27% | 243.1K | 0.63% |
| 4 | Barron's 400SM ETF BFOR | 0.26% | 591.4K | 0.65% |
| 5 | Hartford Multifactor Small Cap ETF ROSC | 0.21% | 125.8K | 0.34% |
| 6 | Acuitas Small Cap Active ETF AIMS | 0.20% | 151.5K | 0.75% |
| 7 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.13% | 2.25M | 0.47% |
| 8 | iShares Micro-Cap ETF IWC | 0.12% | 1.85M | 0.60% |
| 9 | State Street SPDR S&P Regional Banking ETF KRE | 0.11% | 5.65M | 0.35% |
| 10 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.05% | 6.0K | 0.29% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-21 | Cullen Kevin J. | Director | A-Award | A | Common Stock | 1,040 | 0.00 | — | 13,483 | D | ↗ |
| 2026-05-21 | Cortese Stephen A. | Director | A-Award | A | Common Stock | 1,040 | 0.00 | — | 350,627 | D | ↗ |
| 2026-05-21 | Armanino Andrew J. | Director | A-Award | A | Common Stock | 1,040 | 0.00 | — | 13,483 | D | ↗ |
| 2026-05-08 | Hernandez Richard | Officer | S-Sale | D | Common Stock | 17,000 | 19.12 | 325.0K | 72,935 | D | ↗ |
| 2026-05-07 | Rainer David I | Director / Officer | S-Sale | D | Common Stock | 75,000 | 19.00 | 1.43M | 356,347 | I | ↗ |
| 2026-05-05 | Hernandez Richard | Officer | F-InKind | D | Common Stock | 1,208 | 18.85 | 22.8K | 89,935 | D | ↗ |
| 2026-04-28 | Wirfel Michelle | Officer | F-InKind | D | Common Stock | 115 | 18.92 | 2.2K | 87,883 | D | ↗ |
| 2026-04-20 | Nutz Peter | Officer | F-InKind | D | Common Stock | 143 | 18.76 | 2.7K | 41,976 | D | ↗ |
| 2026-04-15 | Dolan Thomas G. | Officer | J-Other | D | Common Stock | 5,114 | 0.00 | — | 57,409 | D | ↗ |
| 2026-04-12 | Wirfel Michelle | Officer | F-InKind | D | Common Stock | 154 | 18.38 | 2.8K | 87,998 | D | ↗ |
| 2026-04-10 | Liska Martin | Officer | J-Other | A | Common Stock | 3,674 | 0.00 | — | 34,585 | I | ↗ |
| 2026-03-25 | Wirfel Michelle | Officer | F-InKind | D | Common Stock | 595 | 17.55 | 10.4K | 88,152 | D | ↗ |
| 2026-03-21 | Wirfel Michelle | Officer | F-InKind | D | Common Stock | 93 | 17.32 | 1.6K | 88,747 | D | ↗ |
| 2026-03-16 | Dolan Thomas G. | Officer | G-Gift | D | Common Stock | 2,050 | 0.00 | — | 256,059 | I | ↗ |
| 2026-03-13 | Dolan Thomas G. | Officer | G-Gift | D | Common Stock | 2,050 | 0.00 | — | 258,109 | I | ↗ |
| 2026-03-08 | Wirfel Michelle | Officer | F-InKind | D | Common Stock | 635 | 17.96 | 11.4K | 88,840 | D | ↗ |
| 2026-03-06 | Carandang Jean | Officer | S-Sale | D | Common Stock | 8,000 | 17.90 | 143.2K | 37,174 | D | ↗ |
| 2026-03-02 | Yeung Joann | Officer | A-Award | A | Common Stock | 5,995 | 0.00 | — | 34,128 | D | ↗ |
| 2026-03-02 | Wirfel Michelle | Officer | A-Award | A | Common Stock | 13,461 | 0.00 | — | 89,475 | D | ↗ |
| 2026-03-02 | Rainer David I | Director / Officer | A-Award | A | Common Stock | 28,774 | 0.00 | — | 144,928 | D | ↗ |
| 2026-03-02 | Nutz Peter | Officer | A-Award | A | Common Stock | 11,445 | 0.00 | — | 42,119 | D | ↗ |
| 2026-03-02 | Merchant Manisha | Officer | A-Award | A | Common Stock | 12,916 | 0.00 | — | 37,052 | D | ↗ |
| 2026-03-02 | Liska Martin | Officer | A-Award | A | Common Stock | 5,450 | 0.00 | — | 23,345 | D | ↗ |
| 2026-03-02 | Hernandez Richard | Officer | A-Award | A | Common Stock | 15,055 | 0.00 | — | 91,143 | D | ↗ |
| 2026-03-02 | Dolan Thomas G. | Officer | A-Award | A | Common Stock | 19,619 | 0.00 | — | 46,582 | D | ↗ |
| 2026-03-02 | Carandang Jean | Officer | A-Award | A | Common Stock | 6,812 | 0.00 | — | 45,174 | D | ↗ |
| 2026-03-01 | Yeung Joann | Officer | F-InKind | D | Common Stock | 947 | 18.31 | 17.3K | 28,133 | D | ↗ |
| 2026-03-01 | Wirfel Michelle | Officer | F-InKind | D | Common Stock | 256 | 18.31 | 4.7K | 76,014 | D | ↗ |
| 2026-03-01 | Rainer David I | Director / Officer | F-InKind | D | Common Stock | 5,206 | 18.31 | 95.3K | 50,758 | D | ↗ |
| 2026-03-01 | Nutz Peter | Officer | F-InKind | D | Common Stock | 1,683 | 18.31 | 30.8K | 30,674 | D | ↗ |
| 2026-03-01 | Merchant Manisha | Officer | F-InKind | D | Common Stock | 1,879 | 18.31 | 34.4K | 24,332 | D | ↗ |
| 2026-03-01 | Liska Martin | Officer | F-InKind | D | Common Stock | 861 | 18.31 | 15.8K | 18,800 | D | ↗ |
| 2026-03-01 | Hernandez Richard | Officer | F-InKind | D | Common Stock | 361 | 18.31 | 6.6K | 76,088 | D | ↗ |
| 2026-03-01 | Dolan Thomas G. | Officer | F-InKind | D | Common Stock | 3,002 | 18.31 | 55.0K | 27,299 | D | ↗ |
| 2026-03-01 | Carandang Jean | Officer | F-InKind | D | Common Stock | 1,077 | 18.31 | 19.7K | 38,362 | D | ↗ |
| 2026-02-22 | Nutz Peter | Officer | F-InKind | D | Common Stock | 1,215 | 18.96 | 23.0K | 32,523 | D | ↗ |
| 2026-02-20 | Cullen Kevin J. | Director | A-Award | A | Common Stock | 1,042 | 0.00 | — | 12,443 | D | ↗ |
| 2026-02-20 | Cortese Stephen A. | Director | A-Award | A | Common Stock | 1,042 | 0.00 | — | 349,587 | D | ↗ |
| 2026-02-20 | Armanino Andrew J. | Director | A-Award | A | Common Stock | 1,042 | 0.00 | — | 12,443 | D | ↗ |
| 2026-02-16 | Wirfel Michelle | Officer | F-InKind | D | Common Stock | 459 | 18.87 | 8.7K | 76,270 | D | ↗ |
| 2026-02-03 | Volk David J. | Director | P-Purchase | A | Common Stock | 27,000 | 18.64 | 503.3K | 28,195 | D | ↗ |
| 2026-01-28 | Volk David J. | Director | J-Other | D | Common Stock | 2,346,104 | 0.00 | — | 0 | I | ↗ |
| 2026-01-16 | Yeung Joann | Officer | J-Other | A | Common Stock | 34 | 18.89 | 643.20 | 30,803 | D | ↗ |
| 2026-01-16 | Wirfel Michelle | Officer | J-Other | A | Common Stock | 37 | 18.89 | 697.61 | 76,729 | D | ↗ |
| 2026-01-16 | Nutz Peter | Officer | J-Other | A | Common Stock | 45 | 18.89 | 851.56 | 33,738 | D | ↗ |
| 2026-01-16 | Merchant Manisha | Officer | J-Other | A | Common Stock | 43 | 18.89 | 808.87 | 26,211 | D | ↗ |
| 2026-01-16 | Hernandez Richard | Officer | J-Other | A | Common Stock | 38 | 18.89 | 721.60 | 76,449 | D | ↗ |
| 2026-01-16 | Cullen Kevin J. | Director | J-Other | A | Common Stock | 40 | 18.89 | 763.34 | 11,401 | D | ↗ |
| 2026-01-16 | Cortese Stephen A. | Director | J-Other | A | Common Stock | 52 | 18.89 | 985.68 | 348,545 | D | ↗ |
| 2026-01-16 | Carandang Jean | Officer | J-Other | A | Common Stock | 61 | 18.89 | 1.2K | 41,349 | D | ↗ |
| 2026-01-16 | Armanino Andrew J. | Director | J-Other | A | Common Stock | 40 | 18.89 | 763.34 | 11,401 | D | ↗ |
| 2026-01-06 | Merchant Manisha | Officer | F-InKind | D | Common Stock | 1,238 | 18.79 | 23.3K | 26,168 | D | ↗ |
| 2025-12-31 | Klein Rochelle G. | Director | — | — | Common Stock | 0 | 0.00 | — | 32,315 | D | ↗ |
| 2025-12-21 | Wirfel Michelle | Officer | F-InKind | D | Common Stock | 93 | 19.50 | 1.8K | 76,692 | D | ↗ |
| 2025-12-15 | Rainer David I | Director / Officer | J-Other | A | Common Stock | 110,523 | 0.00 | — | 431,347 | I | ↗ |
| 2025-12-14 | Yeung Joann | Officer | F-InKind | D | Common Stock | 465 | 19.78 | 9.2K | 30,769 | D | ↗ |
| 2025-12-12 | Dolan Thomas G. | Officer | J-Other | A | Common Stock | 19,346 | 0.00 | — | 260,159 | I | ↗ |
| 2025-12-09 | Rainer David I | Director / Officer | G-Gift | D | Common Stock | 2,000 | 0.00 | — | 320,824 | I | ↗ |
| 2025-12-09 | Liska Martin | Officer | J-Other | A | Common Stock | 5,369 | 0.00 | — | 30,911 | I | ↗ |
| 2025-12-02 | Cullen Kevin J. | Director | J-Other | A | Common Stock | 62,881 | 0.00 | — | 62,881 | I | ↗ |
| 2025-12-01 | Rainer David I | Director / Officer | F-InKind | D | Common Stock | 32,904 | 19.45 | 640.0K | 167,100 | D | ↗ |
| 2025-12-01 | Liska Martin | Officer | F-InKind | D | Common Stock | 2,290 | 19.45 | 44.5K | 25,838 | D | ↗ |
| 2025-12-01 | Hernandez Richard | Officer | F-InKind | D | Common Stock | 4,021 | 19.45 | 78.2K | 76,411 | D | ↗ |
| 2025-11-21 | Cullen Kevin J. | Director | A-Award | A | Common Stock | 1,048 | 0.00 | — | 74,242 | D | ↗ |
| 2025-11-21 | Cortese Stephen A. | Director | A-Award | A | Common Stock | 1,048 | 0.00 | — | 348,493 | D | ↗ |
| 2025-11-21 | Armanino Andrew J. | Director | A-Award | A | Common Stock | 1,048 | 0.00 | — | 11,361 | D | ↗ |
| 2025-09-21 | Wirfel Michelle | Officer | F-InKind | D | Common Stock | 93 | 17.43 | 1.6K | 76,785 | D | ↗ |
| 2025-08-27 | Rainer David I | Director / Officer | D-Return | D | Common Stock | 6,300 | 16.72 | 105.3K | 322,824 | I | ↗ |
| 2025-08-21 | Cullen Kevin J. | Director | A-Award | A | Common Stock | 1,214 | 0.00 | — | 73,194 | D | ↗ |
| 2025-08-21 | Cortese Stephen A. | Director | A-Award | A | Common Stock | 1,214 | 0.00 | — | 347,445 | D | ↗ |
| 2025-08-21 | Armanino Andrew J. | Director | A-Award | A | Common Stock | 1,214 | 0.00 | — | 10,313 | D | ↗ |
| 2025-08-02 | Yeung Joann | Officer | F-InKind | D | Common Stock | 702 | 14.60 | 10.2K | 31,234 | D | ↗ |
| 2025-08-02 | Wirfel Michelle | Officer | F-InKind | D | Common Stock | 1,404 | 14.60 | 20.5K | 76,878 | D | ↗ |
| 2025-08-02 | Shelton Steven E. | Director / Officer | F-InKind | D | Common Stock | 2,924 | 14.60 | 42.7K | 128,261 | D | ↗ |
| 2025-08-02 | Rainer David I | Director / Officer | F-InKind | D | Common Stock | 3,508 | 14.60 | 51.2K | 200,004 | D | ↗ |
| 2025-08-02 | Nutz Peter | Officer | F-InKind | D | Common Stock | 936 | 14.60 | 13.7K | 33,693 | D | ↗ |
| 2025-08-02 | Merchant Manisha | Officer | F-InKind | D | Common Stock | 936 | 14.60 | 13.7K | 27,406 | D | ↗ |
| 2025-08-02 | Liska Martin | Officer | F-InKind | D | Common Stock | 702 | 14.60 | 10.2K | 28,128 | D | ↗ |
| 2025-08-02 | Hernandez Richard | Officer | F-InKind | D | Common Stock | 1,404 | 14.60 | 20.5K | 80,432 | D | ↗ |
| 2025-08-02 | Carandang Jean | Officer | F-InKind | D | Common Stock | 702 | 14.60 | 10.2K | 41,288 | D | ↗ |
| 2025-07-27 | Shelton Steven E. | Director / Officer | F-InKind | D | Common Stock | 194 | 16.04 | 3.1K | 131,185 | D | ↗ |
| 2025-06-30 | Shelton Steven E. | Director / Officer | F-InKind | D | Common Stock | 1,954 | 15.76 | 30.8K | 131,379 | D | ↗ |
| 2025-06-21 | Wirfel Michelle | Officer | F-InKind | D | Common Stock | 93 | 14.53 | 1.4K | 78,282 | D | ↗ |
| 2025-06-21 | Shelton Steven E. | Director / Officer | F-InKind | D | Common Stock | 163 | 14.53 | 2.4K | 133,333 | D | ↗ |
| 2025-06-13 | Rainer David I | Director / Officer | D-Return | D | Common Stock | 7,000 | 14.65 | 102.6K | 329,124 | I | ↗ |
| 2025-06-08 | Carandang Jean | Officer | F-InKind | D | Common Stock | 1,181 | 14.77 | 17.4K | 41,990 | D | ↗ |
| 2025-05-21 | Williams Anne A | Director | A-Award | A | Common Stock | 3,729 | 0.00 | — | 8,606 | D | ↗ |
| 2025-05-21 | Volk David J. | Director | A-Award | A | Common Stock | 3,729 | 0.00 | — | 2,349,833 | I | ↗ |
| 2025-05-21 | Muller Frank L. | Director | A-Award | A | Common Stock | 3,729 | 0.00 | — | 34,709 | D | ↗ |
| 2025-05-21 | Martin Ricardo | Director | A-Award | A | Common Stock | 3,729 | 0.00 | — | 23,976 | D | ↗ |
| 2025-05-21 | Machado Lester | Director | A-Award | A | Common Stock | 3,729 | 0.00 | — | 19,166 | D | ↗ |
| 2025-05-21 | Klein Rochelle G. | Director | A-Award | A | Common Stock | 3,729 | 0.00 | — | 32,316 | D | ↗ |
| 2025-05-21 | Di Tomaso Frank | Director | A-Award | A | Common Stock | 3,729 | 0.00 | — | 247,371 | D | ↗ |
| 2025-05-21 | Cullen Kevin J. | Director | A-Award | A | Common Stock | 3,729 | 0.00 | — | 71,980 | D | ↗ |
| 2025-05-21 | Cortese Stephen A. | Director | A-Award | A | Common Stock | 3,729 | 0.00 | — | 346,231 | D | ↗ |
| 2025-05-21 | Armanino Andrew J. | Director | A-Award | A | Common Stock | 3,729 | 0.00 | — | 9,099 | D | ↗ |
| 2025-05-19 | Dolan Thomas G. | Officer | J-Other | D | Common Stock | 13,694 | 0.00 | — | 49,647 | D | ↗ |
| 2025-05-18 | Dolan Thomas G. | Officer | J-Other | A | Common Stock | 13,694 | 0.00 | — | 240,813 | I | ↗ |
| 2025-05-16 | Liska Martin | Officer | J-Other | D | Common Stock | 3,838 | 0.00 | — | 28,830 | D | ↗ |
| 2025-05-05 | Hernandez Richard | Officer | F-InKind | D | Common Stock | 1,204 | 14.79 | 17.8K | 81,836 | D | ↗ |
| 2025-04-28 | Wirfel Michelle | Officer | F-InKind | D | Common Stock | 114 | 13.81 | 1.6K | 78,375 | D | ↗ |
| 2025-04-28 | Williams Anne A | Director | J-Other | D | Common Stock | 14,148 | 0.00 | — | 10,273 | D | ↗ |
| 2025-04-20 | Nutz Peter | Officer | F-InKind | D | Common Stock | 139 | 12.64 | 1.8K | 34,629 | D | ↗ |
| 2025-04-12 | Wirfel Michelle | Officer | F-InKind | D | Common Stock | 154 | 12.16 | 1.9K | 78,489 | D | ↗ |
| 2025-04-12 | Shelton Steven E. | Director / Officer | F-InKind | D | Common Stock | 194 | 12.16 | 2.4K | 133,496 | D | ↗ |
| 2025-03-25 | Wirfel Michelle | Officer | F-InKind | D | Common Stock | 594 | 14.82 | 8.8K | 78,643 | D | ↗ |
| 2025-03-25 | Shelton Steven E. | Director / Officer | F-InKind | D | Common Stock | 803 | 14.82 | 11.9K | 133,690 | D | ↗ |
| 2025-03-21 | Wirfel Michelle | Officer | F-InKind | D | Common Stock | 93 | 14.74 | 1.4K | 79,237 | D | ↗ |
| 2025-03-21 | Shelton Steven E. | Director / Officer | F-InKind | D | Common Stock | 187 | 14.74 | 2.8K | 134,493 | D | ↗ |
| 2025-03-19 | Wirfel Michelle | Officer | F-InKind | D | Common Stock | 154 | 15.01 | 2.3K | 79,330 | D | ↗ |
| 2025-03-19 | Shelton Steven E. | Director / Officer | F-InKind | D | Common Stock | 223 | 15.01 | 3.3K | 134,680 | D | ↗ |
| 2025-03-08 | Wirfel Michelle | Officer | F-InKind | D | Common Stock | 552 | 15.60 | 8.6K | 79,484 | D | ↗ |
| 2025-03-08 | Shelton Steven E. | Director / Officer | F-InKind | D | Common Stock | 745 | 15.60 | 11.6K | 134,903 | D | ↗ |
| 2025-03-04 | Liska Martin | Officer | F-InKind | D | Common Stock | 775 | 15.57 | 12.1K | 32,668 | D | ↗ |
| 2025-03-04 | Hernandez Richard | Officer | F-InKind | D | Common Stock | 1,557 | 15.57 | 24.2K | 83,040 | D | ↗ |
| 2025-03-03 | Yeung Joann | Officer | A-Award | A | Common Stock | 6,897 | 0.00 | — | 31,936 | D | ↗ |
| 2025-03-03 | Wirfel Michelle | Officer | A-Award | A | Common Stock | 1,240 | 0.00 | — | 80,036 | D | ↗ |
| 2025-03-03 | Rainer David I | Director / Officer | A-Award | A | Common Stock | 3,416 | 0.00 | — | 203,512 | D | ↗ |
| 2025-03-03 | Nutz Peter | Officer | A-Award | A | Common Stock | 944 | 0.00 | — | 34,768 | D | ↗ |
| 2025-03-03 | Merchant Manisha | Officer | A-Award | A | Common Stock | 1,089 | 0.00 | — | 28,342 | D | ↗ |
| 2025-03-03 | Liska Martin | Officer | A-Award | A | Common Stock | 6,270 | 0.00 | — | 33,443 | D | ↗ |
| 2025-03-03 | Hernandez Richard | Officer | A-Award | A | Common Stock | 1,752 | 0.00 | — | 84,597 | D | ↗ |
| 2025-03-03 | Dolan Thomas G. | Officer | A-Award | A | Common Stock | 1,868 | 0.00 | — | 63,341 | D | ↗ |
| 2025-03-03 | Carandang Jean | Officer | A-Award | A | Common Stock | 7,837 | 0.00 | — | 43,171 | D | ↗ |
| 2025-03-01 | Yeung Joann | Officer | F-InKind | D | Common Stock | 993 | 15.99 | 15.9K | 25,765 | D | ↗ |
| 2025-03-01 | Rainer David I | Director / Officer | F-InKind | D | Common Stock | 5,188 | 15.99 | 83.0K | 200,096 | D | ↗ |
| 2025-03-01 | Nutz Peter | Officer | F-InKind | D | Common Stock | 1,544 | 15.99 | 24.7K | 33,824 | D | ↗ |
| 2025-03-01 | Merchant Manisha | Officer | F-InKind | D | Common Stock | 1,898 | 15.99 | 30.3K | 27,253 | D | ↗ |
| 2025-03-01 | Liska Martin | Officer | F-InKind | D | Common Stock | 903 | 15.99 | 14.4K | 27,979 | D | ↗ |
| 2025-03-01 | Carandang Jean | Officer | F-InKind | D | Common Stock | 806 | 15.99 | 12.9K | 35,334 | D | ↗ |
| 2025-02-22 | Nutz Peter | Officer | F-InKind | D | Common Stock | 2,424 | 15.84 | 38.4K | 35,368 | D | ↗ |
| 2025-02-14 | Wirfel Michelle | Officer | F-InKind | D | Common Stock | 458 | 16.35 | 7.5K | 78,796 | D | ↗ |
| 2025-02-11 | Liska Martin | Officer | D-Return | D | Common Stock | 900 | 16.16 | 14.5K | 21,704 | I | ↗ |
| 2025-01-31 | Liska Martin | Officer | J-Other | D | Common Stock | 6,550 | 0.00 | — | 28,882 | D | ↗ |
| 2025-01-06 | Merchant Manisha | Officer | F-InKind | D | Common Stock | 1,234 | 15.98 | 19.7K | 29,151 | D | ↗ |
| 2024-12-21 | Shelton Steven E. | Director / Officer | F-InKind | D | Common Stock | 231 | 16.74 | 3.9K | 136,443 | D | ↗ |
| 2024-12-20 | Wirfel Michelle | Officer | F-InKind | D | Common Stock | 93 | 16.74 | 1.6K | 79,254 | D | ↗ |
| 2024-12-19 | Liska Martin | Officer | J-Other | D | Common Stock | 16,054 | 0.00 | — | 35,432 | D | ↗ |
| 2024-12-14 | Yeung Joann | Officer | F-InKind | D | Common Stock | 464 | 17.61 | 8.2K | 26,758 | D | ↗ |
| 2024-12-06 | Dolan Thomas G. | Officer | J-Other | A | Common Stock | 29,504 | 0.00 | — | 227,119 | I | ↗ |
| 2024-12-01 | Rainer David I | Director / Officer | F-InKind | D | Common Stock | 32,918 | 17.92 | 589.9K | 427,970 | D | ↗ |
| 2024-12-01 | Liska Martin | Officer | F-InKind | D | Common Stock | 2,284 | 17.92 | 40.9K | 51,486 | D | ↗ |
| 2024-12-01 | Hernandez Richard | Officer | F-InKind | D | Common Stock | 4,010 | 17.92 | 71.9K | 82,845 | D | ↗ |
| 2024-11-06 | Rainer David I | Director / Officer | G-Gift | D | Common Stock | 3,000 | 0.00 | — | 122,001 | I | ↗ |
| 2024-10-01 | Di Tomaso Frank | Director | A-Award | A | Common Stock | 2,521 | 0.00 | — | 243,642 | D | ↗ |
| 2024-09-20 | Wirfel Michelle | Officer | — | — | Common Stock | 0 | 0.00 | — | 79,347 | D | ↗ |
| 2024-09-20 | Shelton Steven E. | Director / Officer | F-InKind | D | Common Stock | 163 | 14.78 | 2.4K | 136,674 | D | ↗ |
| 2024-08-20 | Machado Lester | Director | S-Sale | D | Common Stock | 10,000 | 14.37 | 143.7K | 0 | — | ↗ |
| 2024-08-08 | Williams Anne A | Director | A-Award | A | Common Stock | 3,146 | 0.00 | — | 24,421 | — | ↗ |
| 2024-08-08 | Volk David J. | Director | A-Award | A | Common Stock | 3,146 | 0.00 | — | 2,346,104 | — | ↗ |
| 2024-08-08 | Muller Frank L. | Director | A-Award | A | Common Stock | 3,146 | 0.00 | — | 30,980 | — | ↗ |
| 2024-08-08 | Martin Ricardo | Director | A-Award | A | Common Stock | 3,146 | 0.00 | — | 20,247 | — | ↗ |
| 2024-08-08 | Machado Lester | Director | A-Award | A | Common Stock | 3,146 | 0.00 | — | 15,437 | — | ↗ |
| 2024-08-08 | Klein Rochelle G. | Director | A-Award | A | Common Stock | 3,146 | 0.00 | — | 28,587 | — | ↗ |
| 2024-08-08 | Cullen Kevin J. | Director | A-Award | A | Common Stock | 3,146 | 0.00 | — | 68,251 | — | ↗ |
| 2024-08-08 | Cortese Stephen A. | Director | A-Award | A | Common Stock | 3,146 | 0.00 | — | 342,502 | — | ↗ |
| 2024-08-08 | Armanino Andrew J. | Director | A-Award | A | Common Stock | 3,146 | 0.00 | — | 5,370 | — | ↗ |
| 2024-08-02 | Yeung Joann | Officer | A-Award | A | Common Stock | 9,804 | 0.00 | — | 27,222 | — | ↗ |
| 2024-08-02 | Shelton Steven E. | Director / Officer | A-Award | A | Common Stock | 32,680 | 0.00 | — | 136,837 | — | ↗ |
| 2024-08-02 | SA THOMAS A | Officer | A-Award | A | Common Stock | 19,608 | 0.00 | — | 67,490 | — | ↗ |
| 2024-08-02 | Rainer David I | Director / Officer | A-Award | A | Common Stock | 49,020 | 0.00 | — | 460,888 | — | ↗ |
| 2024-08-02 | Nutz Peter | Officer | A-Award | A | Common Stock | 13,072 | 0.00 | — | 37,792 | — | ↗ |
| 2024-08-02 | Merchant Manisha | Officer | A-Award | A | Common Stock | 13,072 | 0.00 | — | 30,385 | — | ↗ |
| 2024-08-02 | Liska Martin | Officer | A-Award | A | Common Stock | 9,804 | 0.00 | — | 53,770 | — | ↗ |
| 2024-08-02 | Hernandez Richard | Officer | A-Award | A | Common Stock | 19,608 | 0.00 | — | 86,855 | — | ↗ |
| 2024-08-02 | Dolan Thomas G. | Officer | A-Award | A | Common Stock | 26,144 | 0.00 | — | 90,977 | — | ↗ |
| 2024-08-02 | Carandang Jean | Officer | A-Award | A | Common Stock | 9,804 | 0.00 | — | 37,269 | — | ↗ |
| 2024-07-31 | Shelton Steven E. | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 104,157 | — | ↗ |
| 2024-07-31 | SA THOMAS A | Officer | — | D | Common Stock | 0 | 0.00 | — | 47,882 | — | ↗ |
| 2024-07-31 | Muller Frank L. | Director | — | I | Common Stock | 0 | 0.00 | — | 1,927 | — | ↗ |
| 2024-07-31 | Klein Rochelle G. | Director | — | I | Common Stock | 0 | 0.00 | — | 6,045 | — | ↗ |
| 2024-07-31 | Cullen Kevin J. | Director | — | D | Common Stock | 0 | 0.00 | — | 65,105 | — | ↗ |
| 2024-07-31 | Cortese Stephen A. | Director | — | I | Common Stock | 0 | 0.00 | — | 2,086 | — | ↗ |
| 2024-07-31 | Armanino Andrew J. | Director | — | I | Common Stock | 0 | 0.00 | — | 212,578 | — | ↗ |
| 2024-06-08 | Carandang Jean | Officer | F-InKind | D | Common Stock | 2,356 | 13.35 | 31.5K | 27,465 | — | ↗ |
| 2024-05-16 | Rainer David I | Director / Officer | J-Other | D | Common Stock | 219,923 | 0.00 | — | 208,047 | D | ↗ |
| 2024-05-05 | Hernandez Richard | Officer | F-InKind | D | Common Stock | 1,201 | 14.19 | 17.0K | 67,247 | — | ↗ |
| 2024-04-20 | Nutz Peter | Officer | F-InKind | D | Common Stock | 276 | 14.08 | 3.9K | 24,720 | — | ↗ |
| 2024-03-29 | Rainer David I | Director / Officer | F-InKind | D | Common Stock | 5,774 | 14.91 | 86.1K | 411,868 | — | ↗ |
| 2024-03-07 | Machado Lester | Director | M-Exempt | A | Common Stock | 8,000 | 9.67 | 77.4K | 12,291 | — | ↗ |
| 2024-03-04 | Liska Martin | Officer | F-InKind | D | Common Stock | 888 | 15.30 | 13.6K | 43,966 | — | ↗ |
| 2024-03-04 | Hernandez Richard | Officer | F-InKind | D | Common Stock | 1,553 | 15.30 | 23.8K | 68,448 | — | ↗ |
| 2024-03-01 | Yeung Joann | Officer | A-Award | A | Common Stock | 7,252 | 0.00 | — | 18,142 | — | ↗ |
| 2024-03-01 | Rainer David I | Director / Officer | F-InKind | D | Common Stock | 2,969 | 15.17 | 45.0K | 417,642 | — | ↗ |
| 2024-03-01 | Nutz Peter | Officer | A-Award | A | Common Stock | 8,265 | 0.00 | — | 24,996 | — | ↗ |
| 2024-03-01 | Merchant Manisha | Officer | A-Award | A | Common Stock | 9,534 | 0.00 | — | 17,313 | — | ↗ |
| 2024-03-01 | Liska Martin | Officer | F-InKind | D | Common Stock | 804 | 15.17 | 12.2K | 44,854 | — | ↗ |
| 2024-03-01 | Dolan Thomas G. | Officer | A-Award | A | Common Stock | 15,035 | 0.00 | — | 64,833 | — | ↗ |
| 2024-03-01 | Carandang Jean | Officer | F-InKind | D | Common Stock | 804 | 15.17 | 12.2K | 29,821 | — | ↗ |
| 2024-02-27 | Farkash John | 10% Owner | M-Exempt | A | Common Stock | 12,000 | 12.96 | 155.5K | 603,919 | — | ↗ |
| 2024-02-24 | Farkash John | 10% Owner | M-Exempt | A | Common Stock | 7,500 | 6.37 | 47.8K | 591,919 | — | ↗ |
| 2024-02-13 | Williams Anne A | Director | J-Other | D | Common Stock | 5,396 | 0.00 | — | 4,877 | D | ↗ |
| 2024-02-01 | Wolman Anita | Director | A-Award | A | Common Stock | 2,239 | 0.00 | — | 6,906 | — | ↗ |
| 2024-02-01 | Williams Anne A | Director | A-Award | A | Common Stock | 2,239 | 0.00 | — | 21,275 | — | ↗ |
| 2024-02-01 | Volk David J. | Director | A-Award | A | Common Stock | 2,239 | 0.00 | — | 2,348,588 | — | ↗ |
| 2024-02-01 | Varjavand Kaveh | Director | A-Award | A | Common Stock | 2,239 | 0.00 | — | 7,821 | — | ↗ |
| 2024-02-01 | Martin Ricardo | Director | A-Award | A | Common Stock | 2,239 | 0.00 | — | 17,101 | — | ↗ |
| 2024-02-01 | Machado Lester | Director | A-Award | A | Common Stock | 2,239 | 0.00 | — | 4,291 | — | ↗ |
| 2024-02-01 | Golds Irwin | Director | A-Award | A | Common Stock | 2,239 | 0.00 | — | 11,191 | — | ↗ |
| 2024-01-24 | Golds Irwin | Director | M-Exempt | A | Common Stock | 7,500 | 6.37 | 47.8K | 8,952 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Steven E. Shelton Former Director, Chief Executive Officer of the Company and Bank | — | — | — | — | — | — | 1.43M | 0.00% | ↗ |
| 2 | 2025 | Richard Hernandez President of the Company and the Bank | — | — | — | — | — | — | 54.1K | 0.00% | ↗ |
| 3 | 2025 | David I. Rainer Chairman of the Board, Chief Executive Officer of the Company and Bank | — | — | — | — | — | — | 50.3K | 0.00% | ↗ |
| 4 | 2025 | Thomas G. Dolan Executive Vice President Chief Financial Officer of the Company, and Chief Strategy Officer of the Bank | — | — | — | — | — | — | 38.2K | 0.00% | ↗ |
| 5 | 2024 | Steven E. Shelton Former Director, Chief Executive Officer of the Company and Bank | — | — | — | — | — | — | 387.5K | 0.00% | ↗ |
| 6 | 2024 | David I. Rainer Chairman of the Board, Chief Executive Officer of the Company and Bank | — | — | — | — | — | — | 122.2K | 0.00% | ↗ |
| 7 | 2024 | Richard Hernandez President of the Company and the Bank | — | — | — | — | — | — | 95.3K | 0.00% | ↗ |
| 8 | 2024 | Thomas G. Dolan Executive Vice President Chief Financial Officer of the Company, and Chief Strategy Officer of the Bank | — | — | — | — | — | — | 89.9K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Steven E. Shelton | Advisor | 2M | male |
| David I. Rainer | Executive Chairman & CEO | 1M | male |
| Thomas G. Dolan | Executive Vice President & Chief Financial Officer | 706.0K | male |
| Richard Hernandez | President | 681.0K | male |
| Michele Wirfel | Executive Vice President & Chief Operating Officer | — | female |
| Manisha K. Merchant | Executive Vice President, Chief Legal Officer & Corporate Secretary | — | female |
| Jeffery T. Hurtik | Executive Vice President & Chief Information Officer | — | male |
| Joann Yeung | Executive Vice President & Principal Accounting Officer | — | female |
| Christopher D. Maggio | Senior Vice President & Credit Team Manager | — | male |
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No House trading activity found for this company.
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Community Opinion for BCAL
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.

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