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California BanCorp (BCAL)

USD21.12 +0.18 (+0.84%)
US NASDAQ Financial Services Banks - Regional
Address 12265 El Camino Real 92130
San Diego, CA, US
CEO David I. Rainer
IPO 2005-11-10
CIK 1795815 ISIN US84252A1060

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Description

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.

News Sentiment (7d)
66 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
California BanCorp CALB 2024-05-15 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
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
Averages
Trend
Price
Levels
Draw
USD21.12 +0.18 (+0.84%)
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Volume Profile
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Liquidity & share structure
Average Volume
206.4K
Beta
0.31
Float Shares
22.71M
Free Float %
70.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.21% -0.47% +1.55% +3.66% -2.22% +1.66% +27.04% +37.54% +39.66% +130.06% +80.76%
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
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (3 ratings, all time) Buy
Price Targets & DCF
Current price
21.12
Low 22.00 +4.2%
Consensus 22.00 +4.2%
Median 22.00 +4.2%
High 22.00 +4.2%
DCF (Unlevered) 59.41 +181.3%
DCF (Levered) 47.93 +127.0%

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 2 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
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%
Quality scores
Altman Z-Score
0.39
Distress
Piotroski F-Score
4 / 9
Average
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.31) × ERP
WACC = 90% × Ke + 10% × Kd (79.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 59.41 Current price: 21.12
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
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
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 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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
61.77M
OE per share TTM
1.89
Owner's Yield
9.96%
Maintenance CapEx ratio
6.82%
Maint CapEx / Avg PPE
18.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
153
Total invested
389.11M
Insider transactions (90d)
8
Beneficial owners (>5%)
11
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
153
+8 vs prev Q
New positions
24
Closed positions
16
Increased
89
Reduced
35
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 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 70 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
0.29
Bearish
Ratio by volume
0.10
Bearish
Buys
2
Sells
7
Shares acquired
8.8K
Shares disposed
85.4K
Cash buys
Cash sales
1.00
Net activity
-76,620
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
2026-05-21 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

Top executives
EBIT / Employee
305.4K
Shares Outstanding
32.16M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-14 DEFA14A
2026-04-14 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-28 S-8
2026-05-28 8-K
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-12 4
2026-05-08 4
2026-05-08 10-Q
2026-05-06 4
2026-05-05 8-K

Executive team

NameTitleCompensationGender
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
ESG Rating
B
BANKS - REGIONAL
Rank: 389 out of 431
2026
E (Environmental)
71.9 / 64.3
Company / Sector avg.
S (Social)
53.0 / 76.5
Company / Sector avg.
G (Governance)
41.9 / 75.5
Company / Sector avg.
ESG Total
55.6 / 72.1
Company / Sector avg.
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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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits