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BayCom Corp (BCML)

USD33.98 +0.44 (+1.33%)
US NASDAQ Financial Services Banks - Regional
Address 500 Ygnacio Valley Road 94596
Walnut Creek, CA, US
CEO Christopher F. Baronas
IPO 2005-11-10
CIK 1730984 ISIN US07272M1071

Explore sections of this company profile

Description

BayCom Corp operates as the bank holding company for United Business Bank that provides various financial services to small and mid-sized businesses, service professionals, and individuals. The company provides demand, savings, money market, and time deposit accounts. It also offers commercial and multifamily real estate loans, including owner-occupied and investor real estate loans; commercial and industrial loans, such as equipment loans and working capital lines of credit; small business administration loans; construction and land loans; agriculture-related loans; and consumer loans comprising installment loans, unsecured and secured personal lines of credit, and overdraft protection. In addition, the company provides online and mobile banking, automated teller machine, remote deposit capture, night depository, courier, and direct deposit services; treasury management services that includes balance reporting, transfers between accounts, wire transfer initiation, automated clearing house (ACH) origination, and stop payments; debit cards; cashier’s and travelers checks; letters of credit; and lockbox, positive pay, reverse positive pay, and account reconciliation services, as well as zero balance accounts and sweep accounts, including loan sweep. It operates through a network of full-service banking branches in Northern and Southern California; Las Vegas, Nevada; Denver, Colorado; Custer, Delta, and Grand counties, Colorado; and Seattle, Washington and Central New Mexico. The company was formerly known as Bay Commercial Bank and changed its name to BayCom Corp in January 2017. BayCom Corp was incorporated in 2004 and is headquartered in Walnut Creek, California.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
BayCom Corp UIFC 2019-03-22 View
TIG BANCORP TIG 2019-07-25 View
INC. 2021-10-18 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
USD33.98 +0.44 (+1.33%)
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Volume Profile
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Liquidity & share structure
Average Volume
70.4K
Beta
0.29
Float Shares
10.16M
Free Float %
93.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.81% +0.62% +2.74% +4.76% +5.55% +4.76% +16.71% +89.42% +66.22% +154.97% +208.00%
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 (5 ratings, all time) Buy
Price Targets & DCF
Current price
33.98
Low 34.00 +0.0%
Consensus 34.00 +0.0%
Median 34.00 +0.0%
High 34.00 +0.0%
DCF (Unlevered) 22.95 -32.5%
DCF (Levered) 26.30 -22.6%

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) 25% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 -1
Hold 3 +1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
34.00
+0.0%
All Time 2
30.50
-10.3%
Quality scores
Altman Z-Score
0.29
Distress
Piotroski F-Score
9 / 9
Strong
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
    +3.0% Q1'26: +5.9% (vs Q1'25)
  • EPS growth
    +3.8% Q1'26: +47.1% (vs Q1'25)
  • FCF margin
    Q1'26: +18.2% (vs Q1'25)
  • EBIT margin
    Q1'26: +30.2% (vs Q1'25)
  • ROIC
    Q1'26: +20.9% (vs Q1'25)
  • Share dilution
    -3.2% Q1'26: -2.0% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 0.47× (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 (0.28) × ERP
WACC = 94% × Ke + 6% × Kd (182.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 22.95 Current price: 33.98
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 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
2 EPS Ana.
Dec 2027
1 Rev. Ana.
2 EPS Ana.
Revenue
64.02M
est: 58.30M (+9.8%)
85.54M
est: 77.20M (+10.8%)
95.62M
est: 87.20M (+9.7%)
92.79M
est: 84.05M (+10.4%)
111.25M
est: 105.75M (+5.2%)
132.91M
est: 97.49M (+36.3%)
137.71M
est: 97.85M (+40.7%)
141.83M
est: 101.25M (+40.1%)
106.98M
106.44M – 107.52M
+5.7% YoY
111.63M
111.07M – 112.20M
+4.3% YoY
EBITDA
22.60M
est: 17.16M (+31.7%)
26.52M
est: 38.98M (-32.0%)
21.93M
est: 36.33M (-39.7%)
32.34M
est: 38.97M (-17.0%)
36.46M
est: 44.87M (-18.8%)
41.12M
est: 29.19M (+40.9%)
35.39M
est: 29.29M (+20.8%)
36.08M
est: 30.31M (+19.0%)
32.03M
31.87M – 32.19M
+5.7% YoY
33.42M
33.25M – 33.59M
+4.3% YoY
EBIT
20.49M
est: 15.27M (+34.2%)
23.69M
est: 20.22M (+17.2%)
18.23M
est: 22.84M (-20.2%)
28.48M
est: 22.01M (+29.4%)
32.44M
est: 27.70M (+17.1%)
38.16M
est: 26.33M (+44.9%)
32.12M
est: 26.43M (+21.5%)
32.87M
est: 27.35M (+20.2%)
28.90M
28.75M – 29.04M
+5.7% YoY
30.15M
30.00M – 30.31M
+4.3% YoY
Net Income
14.49M
est: 19.26M (-24.7%)
17.32M
est: 18.91M (-8.4%)
13.73M
est: 15.99M (-14.1%)
20.69M
est: 20.03M (+3.3%)
23.73M
est: 24.53M (-3.2%)
27.43M
est: 23.14M (+18.5%)
23.61M
est: 21.54M (+9.6%)
23.93M
est: 24.03M (-0.4%)
29.75M
29.60M – 29.90M
+23.8% YoY
30.56M
30.40M – 30.72M
+2.7% YoY
SGA
24.35M
est: 20.63M (+18.0%)
32.45M
est: 45.89M (-29.3%)
35.59M
est: 54.78M (-35.0%)
35.58M
est: 41.08M (-13.4%)
42.75M
est: 48.05M (-11.0%)
43.59M
est: 33.60M (+29.7%)
41.45M
est: 33.73M (+22.9%)
46.32M
est: 34.90M (+32.7%)
36.87M
36.69M – 37.06M
+5.7% YoY
38.48M
38.28M – 38.67M
+4.3% YoY
EPS
1.50
est: 1.71 (-12.3%)
1.37
est: 1.85 (-25.8%)
1.15
est: 1.29 (-10.5%)
1.90
est: 1.89 (+0.7%)
1.81
est: 2.09 (-13.4%)
2.27
est: 2.12 (+6.9%)
2.10
est: 1.98 (+6.2%)
2.18
est: 2.21 (-1.4%)
2.73
2.72 – 2.74
+23.4% YoY
2.81
2.79 – 2.82
+3.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-26 DA Davidson Buy Neutral Downgrade
2026-04-28 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 3/5 3/5 2/5 3/5
2026-05-18 B+ 3/5 4/5 3/5 3/5 3/5 2/5 3/5
2026-05-15 B 3/5 3/5 3/5 3/5 3/5 2/5 3/5
2026-05-14 B 3/5 3/5 3/5 3/5 3/5 2/5 3/5
2026-05-13 B 3/5 3/5 3/5 3/5 3/5 2/5 3/5
2026-05-12 B 3/5 3/5 3/5 3/5 3/5 2/5 3/5
2026-05-11 B 3/5 3/5 3/5 3/5 3/5 2/5 3/5
2026-05-08 B+ 3/5 3/5 3/5 4/5 3/5 2/5 3/5
2026-05-07 B+ 3/5 3/5 3/5 4/5 3/5 2/5 3/5
2026-05-06 B+ 3/5 3/5 3/5 4/5 3/5 2/5 3/5
2026-05-05 B 3/5 3/5 2/5 4/5 3/5 2/5 3/5
2026-05-04 B 3/5 3/5 2/5 4/5 3/5 2/5 3/5
2026-05-01 B+ 3/5 3/5 3/5 4/5 3/5 2/5 3/5
2026-04-30 B+ 3/5 3/5 3/5 4/5 3/5 2/5 3/5
2026-04-29 B+ 3/5 3/5 3/5 4/5 3/5 3/5 3/5
2026-04-28 B+ 3/5 3/5 3/5 4/5 3/5 3/5 3/5
2026-04-27 B+ 3/5 3/5 3/5 4/5 3/5 3/5 3/5
2026-04-24 B 3/5 3/5 3/5 4/5 1/5 3/5 3/5
2026-04-23 B+ 3/5 4/5 3/5 4/5 2/5 2/5 3/5
2026-04-22 B+ 3/5 4/5 3/5 4/5 2/5 2/5 3/5
2026-04-21 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-04-20 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-04-17 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-04-16 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
28.97M
OE per share TTM
2.65
Owner's Yield
8.62%
Maintenance CapEx ratio
2.11%
Maint CapEx / Avg PPE
23.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
101
Total invested
206.97M
Insider transactions (90d)
5
Beneficial owners (>5%)
22
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Bay Pond Partners, L.P. 710.9K 5.54% 710.9K PN Delaware 2023-02-23
2 Wellington Group Holdings LLP 707.4K 6.12% 707.4K HC Massachusetts 2024-02-08
3 Wellington Investment Advisors Holdings LLP 707.4K 6.12% 707.4K HC Massachusetts 2024-02-08
4 Wellington Management Company LLP 707.4K 6.12% 707.4K IA Massachusetts 2024-02-08
5 Wellington Management Group LLP 707.4K 6.12% 707.4K HC Massachusetts 2024-02-08
6 (1) BlackRock, Inc. 700.3K 5.40% 687.6K 700.3K HC Delaware 2023-02-03
7 Basswood Capital Management, L.L.C. 675.6K 6.32% 675.6K IA Delaware 2022-02-14
8 Bennett Lindenbaum 675.6K 6.32% 675.6K HC, IN United States 2022-02-14
9 Matthew Lindenbaum 675.6K 6.32% 675.6K HC, IN United States 2022-02-14
10 The Vanguard Group - 23-1945930 666.2K 5.77% 10.6K IA Pennsylvania 2024-02-13
11 EJF Capital LLC 650.0K 5.20% 650.0K 650.0K IA Delaware 2020-02-14
12 EJF Sidecar Fund, Series LLC – Small Financial Equities Series 650.0K 5.20% 650.0K 650.0K OO Delaware 2020-02-14
13 Emanuel J. Friedman 650.0K 5.20% 650.0K 650.0K IN Delaware 2020-02-14
14 30-0447847 602.5K 5.40% 587.8K 602.5K IA Delaware 2024-10-31
15 EJF Financial Services Fund, LP 107.0K 1.00% 107.0K 107.0K PN Delaware 2018-05-14
16 EJF Financial Services GP, LLC 107.0K 1.00% 107.0K 107.0K OO Delaware 2018-05-14
17 Manulife Financial Corporation 10.00 0.00% HC Canada 2022-02-16
18 Iron Road Capital Partners LLC 0.00% OO Delaware Limited Liability Company 2021-02-12
19 Mendon Capital Advisors Corp. 0.00% IA Delaware Corporation 2021-02-12
20 RMB Capital Holdings, LLC 0.00% OO Delaware Limited Liability Company 2021-02-12
21 RMB Capital Management, LLC 0.00% IA Delaware Limited Liability Company 2021-02-12
22 RMB Mendon Managers, LLC 0.00% OO Delaware Limited Liability Company 2021-02-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
101
+3 vs prev Q
New positions
11
Closed positions
8
Increased
44
Reduced
36
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 1.06M +102.7K (+10.7%) 31.13M +3.6M (+13.2%) 9.72% +1.027 pp 0.01% +0.001 pp USD23.16 +26.9% 31 qtrs
2 BLACKROCK, INC. 878.8K +10.0K (+1.1%) 25.84M +857.4K (+3.4%) 8.06% +0.168 pp 0.00% +0.000 pp USD23.78 +23.6% 6 qtrs
3 ROYCE & ASSOCIATES LP 655.1K -19.8K (-2.9%) 19.26M -144.8K (-0.7%) 6.01% -0.122 pp 0.20% +0.002 pp USD22.80 +28.9% 31 qtrs
4 VANGUARD GROUP INC 633.2K +24.3K (+4.0%) 18.62M +1.1M (+6.3%) 5.81% +0.277 pp 0.00% +0.000 pp USD23.15 +27.0% 31 qtrs
5 DIMENSIONAL FUND ADVISORS LP 618.3K -3.8K (-0.6%) 18.18M +293.7K (+1.6%) 5.67% +0.021 pp 0.00% +0.000 pp USD20.28 +45.0% 30 qtrs
6 ALLIANCEBERNSTEIN L.P. 470.0K -13.8K (-2.9%) 13.82M -92.5K (-0.7%) 4.31% -0.084 pp 0.00% +0.000 pp USD21.69 +35.5% 31 qtrs
7 MANUFACTURERS LIFE INSURANCE COMPANY, THE 397.9K -2.3K (-0.6%) 11.70M +191.6K (+1.7%) 3.65% +0.014 pp 0.01% +0.000 pp USD20.86 +40.9% 31 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 242.7K +82.0 (+0.0%) 7.14M +160.1K (+2.3%) 2.23% +0.022 pp 0.00% +0.000 pp USD21.23 +38.5% 31 qtrs
9 ACADIAN ASSET MANAGEMENT LLC 202.3K -8.7K (-4.1%) 5.95M -116.0K (-1.9%) 1.86% -0.061 pp 0.01% -0.001 pp USD20.27 +45.0% 31 qtrs
10 STATE STREET CORP 175.8K +2.3K (+1.3%) 5.22M +189.7K (+3.8%) 1.61% +0.037 pp 0.00% +0.000 pp USD21.47 +36.9% 31 qtrs
11 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 122.5K +1.7K (+1.4%) 3.60M +127.6K (+3.7%) 1.12% +0.026 pp 0.01% +0.000 pp USD18.32 +60.5% 14 qtrs
12 UBS GROUP AG 117.8K -43.2K (-26.8%) 3.46M -1.2M (-25.2%) 1.08% -0.382 pp 0.00% 0.000 pp USD28.47 +3.3% 31 qtrs
13 AMERICAN CENTURY COMPANIES INC 104.1K -315.0 (-0.3%) 3.06M +58.6K (+2.0%) 0.96% +0.006 pp 0.00% +0.000 pp USD21.62 +36.0% 14 qtrs
14 FIRST MANHATTAN CO. LLC. 94.8K +— (+0.0%) 2.82M +66.4K (+2.4%) 0.87% +0.008 pp 0.01% +0.000 pp USD20.43 +43.9% 31 qtrs
15 BRIDGEWAY CAPITAL MANAGEMENT, LLC 91.8K +4.9K (+5.7%) 2.70M +201.4K (+8.1%) 0.84% +0.053 pp 0.06% +0.003 pp USD17.09 +72.0% 22 qtrs
16 GOLDMAN SACHS GROUP INC 88.0K -709.0 (-0.8%) 2.59M +36.8K (+1.4%) 0.81% +0.001 pp 0.00% +0.000 pp USD20.07 +46.5% 25 qtrs
17 LSV ASSET MANAGEMENT 87.2K +800.0 (+0.9%) 2.56M +80.0K (+3.2%) 0.80% +0.015 pp 0.01% +0.000 pp USD25.21 +16.6% 9 qtrs
18 CERITY PARTNERS LLC 83.4K -28.0 (0.0%) 2.45M +53.4K (+2.2%) 0.77% +0.007 pp 0.00% 0.000 pp USD20.46 +43.7% 7 qtrs
19 CALDWELL SUTTER CAPITAL, INC. 80.0K -305.0 (-0.4%) 2.35M +43.2K (+1.9%) 0.73% +0.004 pp 1.00% +0.011 pp USD19.14 +53.6% 13 qtrs
20 NORTHERN TRUST CORP 78.1K -5.5K (-6.6%) 2.30M -107.2K (-4.5%) 0.72% -0.043 pp 0.00% +0.000 pp USD21.50 +36.7% 31 qtrs
21 RENAISSANCE TECHNOLOGIES LLC 59.1K +202.0 (+0.3%) 1.74M +44.2K (+2.6%) 0.54% +0.007 pp 0.00% +0.001 pp USD21.56 +36.4% 25 qtrs
22 EMPOWERED FUNDS, LLC 51.0K +4.9K (+10.7%) 1.50M +174.9K (+13.2%) 0.47% +0.049 pp 0.01% -0.002 pp USD21.67 +35.7% 11 qtrs
23 BANK OF NEW YORK MELLON CORP 37.4K -2.7K (-6.7%) 1.10M -53.0K (-4.6%) 0.34% -0.021 pp 0.00% +0.000 pp USD21.41 +37.3% 31 qtrs
24 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 32.8K +— (+0.0%) 965.6K +21.3K (+2.3%) 0.30% +0.003 pp 0.00% +0.000 pp USD23.07 +27.4% 9 qtrs
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 30.2K -912.0 (-2.9%) 888.2K -6.6K (-0.7%) 0.28% -0.006 pp 0.00% +0.000 pp USD21.17 +38.9% 15 qtrs
26 MORGAN STANLEY 30.1K +7.1K (+30.9%) 884.0K +223.3K (+33.8%) 0.28% +0.067 pp 0.00% +0.000 pp USD24.13 +21.8% 31 qtrs
27 WOODWARD DIVERSIFIED CAPITAL, LLC 30.0K +— (+0.0%) 882.0K +19.5K (+2.3%) 0.28% +0.003 pp 0.40% +0.002 pp USD25.17 +16.8% 4 qtrs
28 BARCLAYS PLC 29.7K +2.3K (+8.2%) 874.6K +222.6K (+34.1%) 0.27% +0.023 pp 0.00% +0.000 pp USD23.66 +24.3% 31 qtrs
29 JPMORGAN CHASE & CO 28.4K -7.3K (-20.3%) 835.8K -190.2K (-18.5%) 0.26% -0.063 pp 0.00% +0.000 pp USD24.73 +18.9% 31 qtrs
30 PRUDENTIAL FINANCIAL INC 23.7K -1.1K (-4.6%) 695.9K -17.1K (-2.4%) 0.22% -0.008 pp 0.00% +0.000 pp USD19.13 +53.7% 14 qtrs
31 MERCER GLOBAL ADVISORS INC /ADV 23.1K +771.0 (+3.5%) 678.2K +37.2K (+5.8%) 0.21% +0.009 pp 0.00% +0.000 pp USD21.14 +39.1% 15 qtrs
32 CAPTRUST FINANCIAL ADVISORS 21.3K -3.6K (-14.4%) 626.0K -88.9K (-12.4%) 0.20% -0.031 pp 0.00% 0.000 pp USD18.91 +55.5% 20 qtrs
33 QUANTINNO CAPITAL MANAGEMENT LP 19.7K +9.3K (+90.2%) 578.9K +281.3K (+94.5%) 0.18% +0.087 pp 0.00% +0.000 pp USD29.06 +1.2% 2 qtrs
34 TWO SIGMA INVESTMENTS, LP 19.5K -7.9K (-28.9%) 571.9K -215.2K (-27.3%) 0.18% -0.070 pp 0.00% 0.000 pp USD24.29 +21.0% 19 qtrs
35 MARTINGALE ASSET MANAGEMENT L P 18.8K -12.5K (-40.1%) 551.7K -348.4K (-38.7%) 0.17% -0.112 pp 0.01% -0.009 pp USD22.33 +31.7% 7 qtrs
36 STRS OHIO 17.9K -1.1K (-5.8%) 526.3K -20.0K (-3.7%) 0.16% -0.008 pp 0.00% +0.000 pp USD20.60 +42.7% 8 qtrs
37 NUVEEN, LLC 17.6K +— (+0.0%) 516.0K +11.4K (+2.3%) 0.16% +0.002 pp 0.00% +0.000 pp USD25.17 +16.8% 4 qtrs
38 AMERIPRISE FINANCIAL INC 16.7K +— (+0.0%) 491.8K +10.9K (+2.3%) 0.15% +0.002 pp 0.00% +0.000 pp USD18.75 +56.8% 14 qtrs
39 TWO SIGMA ADVISERS, LP 15.9K -2.5K (-13.6%) 467.5K -61.5K (-11.6%) 0.15% -0.021 pp 0.00% 0.000 pp USD20.32 +44.7% 18 qtrs
40 FRANKLIN RESOURCES INC 15.7K -6.6K (-29.6%) 460.3K -179.5K (-28.1%) 0.14% -0.059 pp 0.00% +0.000 pp USD26.68 +10.2% 4 qtrs
41 AQR CAPITAL MANAGEMENT LLC 15.0K -1.3K (-8.1%) 440.1K -28.0K (-6.0%) 0.14% -0.011 pp 0.00% 0.000 pp USD27.92 +5.3% 3 qtrs
42 RHUMBLINE ADVISERS 13.8K -2.5K (-15.3%) 404.9K -62.3K (-13.3%) 0.13% -0.021 pp 0.00% +0.000 pp USD19.50 +50.8% 15 qtrs
43 MILLENNIUM MANAGEMENT LLC 13.2K -1.7K (-11.4%) 388.5K -40.1K (-9.3%) 0.12% -0.014 pp 0.00% +0.000 pp USD28.75 +2.3% 8 qtrs
44 TREXQUANT INVESTMENT LP 12.2K +4.0K (+48.0%) 357.9K +121.5K (+51.4%) 0.11% +0.037 pp 0.00% +0.001 pp USD28.96 +1.5% 7 qtrs
45 BANK OF AMERICA CORP /DE/ 11.9K +3.7K (+44.5%) 350.6K +113.4K (+47.8%) 0.11% +0.034 pp 0.00% +0.000 pp USD24.45 +20.2% 31 qtrs
46 WELLS FARGO & COMPANY/MN 11.5K +3.5K (+44.7%) 337.4K +109.4K (+48.0%) 0.11% +0.033 pp 0.00% +0.000 pp USD24.48 +20.1% 31 qtrs
47 JANE STREET GROUP, LLC 10.9K -8.2K (-43.0%) 321.7K -229.8K (-41.7%) 0.10% -0.074 pp 0.00% +0.000 pp USD25.67 +14.5% 7 qtrs
48 CITADEL ADVISORS LLC 10.9K +10.9K (+100.0%) 321.6K +321.6K (+100.0%) 0.10% +0.100 pp 0.00% +0.000 pp USD29.40 +0.0% 1 qtrs NEW
49 ADVISOR GROUP HOLDINGS, INC. 10.7K -44.0 (-0.4%) 315.6K +3.9K (+1.2%) 0.10% +0.001 pp 0.00% +0.000 pp USD24.43 +20.3% 24 qtrs
50 INVESCO LTD. 10.7K +716.0 (+7.2%) 313.6K +27.5K (+9.6%) 0.10% +0.008 pp 0.00% +0.000 pp USD27.95 +5.2% 3 qtrs
51 PANAGORA ASSET MANAGEMENT INC 10.5K -1.4K (-11.5%) 307.3K -32.3K (-9.5%) 0.10% -0.011 pp 0.00% 0.000 pp USD22.19 +32.5% 7 qtrs
52 10.0K +10.0K (+100.0%) 294.0K +294.0K (+100.0%) 0.09% +0.092 pp 0.24% +0.241 pp USD29.40 +0.0% 1 qtrs NEW
53 SEI INVESTMENTS CO 9.7K +— (+0.0%) 285.0K +6.3K (+2.3%) 0.09% +0.001 pp 0.00% +0.000 pp USD27.71 +6.1% 3 qtrs
54 METLIFE INVESTMENT MANAGEMENT, LLC 7.3K +— (+0.0%) 215.4K +4.8K (+2.3%) 0.07% +0.001 pp 0.00% +0.000 pp USD20.65 +42.4% 15 qtrs
55 DEUTSCHE BANK AG\ 6.4K +— (+0.0%) 189.5K +4.2K (+2.3%) 0.06% +0.001 pp 0.00% +0.000 pp USD24.34 +20.8% 15 qtrs
56 EVERSOURCE WEALTH ADVISORS, LLC 5.4K -200.0 (-3.6%) 159.1K -2.2K (-1.4%) 0.05% -0.001 pp 0.01% -0.001 pp USD27.71 +6.1% 4 qtrs
57 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 4.8K +9.0 (+0.2%) 140.5K +3.4K (+2.5%) 0.04% +0.001 pp 0.00% +0.000 pp USD21.21 +38.6% 7 qtrs
58 NEW YORK STATE COMMON RETIREMENT FUND 4.5K +— (+0.0%) 132.1K +2.9K (+2.3%) 0.04% +0.000 pp 0.00% +0.000 pp USD21.70 +35.5% 15 qtrs
59 PNC FINANCIAL SERVICES GROUP, INC. 4.2K -168.0 (-3.9%) 122.6K -2.1K (-1.7%) 0.04% -0.001 pp 0.00% +0.000 pp USD26.66 +10.3% 6 qtrs
60 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 3.3K +— (+0.0%) 97.5K +2.2K (+2.3%) 0.03% +0.000 pp 0.00% +0.000 pp USD27.52 +6.8% 5 qtrs
61 ROCKEFELLER CAPITAL MANAGEMENT L.P. 3.2K +— (+0.0%) 94.0K +2.1K (+2.3%) 0.03% +0.000 pp 0.00% +0.000 pp USD28.75 +2.3% 2 qtrs
62 BNP PARIBAS ARBITRAGE, SNC 3.1K +906.0 (+41.7%) 90.5K +28.0K (+44.9%) 0.03% +0.009 pp 0.00% +0.000 pp USD26.12 +12.6% 31 qtrs
63 KESTRA ADVISORY SERVICES, LLC 1.9K +1.9K (+100.0%) 56.7K +56.7K (+100.0%) 0.02% +0.018 pp 0.00% +0.000 pp USD29.40 +0.0% 1 qtrs NEW
64 ROYAL BANK OF CANADA 1.3K -75.0 (-5.4%) 39.0K -1.0K (-2.5%) 0.01% -0.001 pp 0.00% +0.000 pp USD20.75 +41.7% 25 qtrs
65 CWM, LLC 1.2K -12.0 (-1.0%) 35.0K +1.0K (+2.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD25.54 +15.1% 7 qtrs
66 WINCH ADVISORY SERVICES, LLC 1.0K +10.0 (+1.0%) 30.7K +944.0 (+3.2%) 0.01% +0.000 pp 0.01% +0.000 pp USD17.83 +64.9% 35 qtrs
67 CITIGROUP INC 1.0K -3.4K (-76.9%) 30.2K -97.9K (-76.4%) 0.01% -0.031 pp 0.00% +0.000 pp USD23.45 +25.4% 16 qtrs
68 FMR LLC 1.0K +3.0 (+0.3%) 29.6K +740.0 (+2.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD21.91 +34.2% 31 qtrs
69 AMERITAS INVESTMENT PARTNERS, INC. 964.00 +— (+0.0%) 28.3K +627.0 (+2.3%) 0.01% +0.000 pp 0.00% +0.000 pp USD20.68 +42.2% 15 qtrs
70 RUSSELL INVESTMENTS GROUP, LTD. 922.00 -163.0 (-15.0%) 27.1K -4.1K (-13.1%) 0.01% -0.001 pp 0.00% +0.000 pp USD28.57 +2.9% 11 qtrs
71 LEGAL & GENERAL GROUP PLC 854.00 -125.0 (-12.8%) 25.1K -3.0K (-10.8%) 0.01% -0.001 pp 0.00% +0.000 pp USD20.68 +42.2% 15 qtrs
72 GAMMA INVESTING LLC 656.00 +92.0 (+16.3%) 19.3K +3.1K (+18.9%) 0.01% +0.001 pp 0.00% +0.000 pp USD27.00 +8.9% 9 qtrs
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 630.00 -140.0 (-18.2%) 18.5K -3.6K (-16.3%) 0.01% -0.001 pp 0.00% +0.000 pp USD20.69 +42.1% 15 qtrs
74 STERLING CAPITAL MANAGEMENT LLC 590.00 -123.0 (-17.3%) 17.3K -3.2K (-15.4%) 0.01% -0.001 pp 0.00% +0.000 pp USD28.04 +4.9% 6 qtrs
75 LARSON FINANCIAL GROUP LLC 500.00 +— (+0.0%) 14.7K +325.0 (+2.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD27.69 +6.2% 5 qtrs
76 TOWER RESEARCH CAPITAL LLC (TRC) 491.00 +97.0 (+24.6%) 14.4K +3.1K (+27.4%) 0.00% +0.001 pp 0.00% +0.000 pp USD27.25 +7.9% 27 qtrs
77 STATE OF ALASKA, DEPARTMENT OF REVENUE 362.00 +362.0 (+100.0%) 10.0K +10.0K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD29.40 +0.0% 1 qtrs NEW
78 AMALGAMATED BANK 322.00 -124.0 (-27.8%) 9.0K -4.0K (-30.8%) 0.00% -0.001 pp 0.00% +0.000 pp USD20.67 +42.2% 15 qtrs
79 WHITTIER TRUST CO 231.00 +— (+0.0%) 6.5K +46.0 (+0.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.75 +2.3% 2 qtrs
80 OPTIVER HOLDING B.V. 174.00 +— (+0.0%) 5.1K +114.0 (+2.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.75 +2.3% 2 qtrs
81 HARBOR CAPITAL ADVISORS, INC. 135.00 -2.0 (-1.5%) 4.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD23.71 +24.0% 6 qtrs
82 NORTH STAR INVESTMENT MANAGEMENT CORP. 106.00 +106.0 (+100.0%) 3.1K +3.1K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD29.40 +0.0% 1 qtrs NEW
83 UBS ASSET MANAGEMENT AMERICAS INC 102.00 +102.0 (+100.0%) 3.0K +3.0K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD29.39 +0.0% 1 qtrs NEW
84 CREWE ADVISORS LLC 61.00 +— (+0.0%) 1.8K +40.0 (+2.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.74 +2.3% 2 qtrs
85 MASSMUTUAL TRUST CO FSB/ADV 57.00 +— (+0.0%) 1.7K +37.0 (+2.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD24.05 +22.2% 6 qtrs
86 VERSANT CAPITAL MANAGEMENT, INC 47.00 +— (+0.0%) 1.4K +31.0 (+2.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.83 +9.6% 5 qtrs
87 IFP ADVISORS, INC 30.00 +19.0 (+172.7%) 882.00 +566.0 (+179.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD29.13 +0.9% 2 qtrs
88 ALLWORTH FINANCIAL LP 17.00 +— (+0.0%) 500.00 +11.0 (+2.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.00 +5.0% 3 qtrs
89 TRUE WEALTH DESIGN, LLC 12.00 +— (+0.0%) 353.00 +8.0 (+2.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD27.08 +8.6% 6 qtrs
90 SMARTLEAF ASSET MANAGEMENT LLC 10.00 +10.0 (+100.0%) 295.00 +295.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD29.40 +0.0% 1 qtrs NEW
91 NISA INVESTMENT ADVISORS, LLC 9.00 +— (+0.0%) 267.00 +6.0 (+2.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD27.67 +6.3% 3 qtrs
92 FARTHER FINANCE ADVISORS, LLC 6.00 +6.0 (+100.0%) 176.00 +176.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD29.33 +0.2% 1 qtrs NEW
93 ROTHSCHILD INVESTMENT LLC 3.00 +3.0 (+100.0%) 88.00 +88.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD29.33 +0.2% 1 qtrs NEW
94 MAI CAPITAL MANAGEMENT 2.00 +2.0 (+100.0%) 59.00 +59.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD29.00 +1.4% 1 qtrs NEW
95 SBI SECURITIES CO., LTD. 2.00 -1.0 (-33.3%) 59.00 -27.0 (-31.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.50 +10.9% 5 qtrs
96 SJS INVESTMENT CONSULTING INC. 1.00 +1.0 (+100.0%) 30.00 +30.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD29.00 +1.4% 1 qtrs NEW
97 SRS CAPITAL ADVISORS, INC. -150.0 (-100.0%) -4.3K (-100.0%) 0.00% -0.001 pp 0.00% 0.000 pp USD 2 qtrs SOLD
98 AXECAP INVESTMENTS, LLC -30.5K (-100.0%) -876.7K (-100.0%) 0.00% -0.277 pp 0.00% -0.542 pp USD 3 qtrs SOLD
99 LOS ANGELES CAPITAL MANAGEMENT LLC -10.2K (-100.0%) -292.4K (-100.0%) 0.00% -0.092 pp 0.00% -0.001 pp USD 9 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 71 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.22% 550.5K 0.12%
2 First Trust NASDAQ ABA Community Bank Index Fund QABA 0.15% 133.0K 0.63%
3 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.09% 1.47M 0.47%
4 iShares Micro-Cap ETF IWC 0.08% 1.16M 0.60%
5 Innovator U.S. Small Cap Managed Floor ETF RFLR 0.06% 49.5K 0.89%
6 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.04% 5.1K 0.29%
7 iShares Russell 2000 Value ETF IWN 0.03% 3.58M 0.24%
8 Dimensional - US Small Cap Value ETF DFSV 0.03% 1.99M 0.30%
9 U.S. Micro Cap Portfolio ETF DFMC 0.02% 1.56M 0.43%
10 Avantis U.S. Small Cap Equity ETF AVSC 0.02% 588.3K 0.25%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
4
Sells
0
Shares acquired
38.1K
Shares disposed
Cash buys
4.00
Cash sales
Net activity
+38,082
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
2026-05-26 PERDUE MICHAEL J Director P-Purchase A Common Stock 3,000 30.94 92.8K 3,000 I
2026-05-22 PERDUE MICHAEL J Director P-Purchase A Common Stock 2,000 30.94 61.9K 2,000 I
2026-05-06 Black William J Director / Officer P-Purchase A Common Stock 26,549 30.22 802.3K 33,082 D
2026-05-05 Black William J Director / Officer P-Purchase A Common Stock 6,533 29.99 195.9K 6,533 D
2026-04-22 PERDUE MICHAEL J Director Common Stock 0 0.00 0 D
2026-04-13 Thompson Kevin L Officer Common Stock 0 0.00 0 D
2026-04-13 Black William J Director Common Stock 0 0.00 0 D
2026-04-13 Baron Christopher F Director / Officer Common Stock 0 0.00 0 D
2026-03-04 Guarini George J. Director / Officer G-Gift D Common Stock 8,693 0.00 27,478 D
2026-01-02 Zhu Izabella L. Officer A-Award A Common Stock 1,353 0.00 10,500 D
2026-01-02 King Janet Lee Director / Officer A-Award A Common Stock 3,733 0.00 83,752 D
2026-01-02 Guarini George J. Director / Officer A-Award D Common Stock 6,470 0.00 36,171 D
2026-01-02 Curley Mary Therese Officer A-Award A Common Stock 1,739 0.00 13,688 D
2026-01-02 Colwell Keary L. Director / Officer A-Award A Common Stock 3,733 0.00 85,752 D
2025-07-21 Guarini George J. Director / Officer G-Gift D Common Stock 17,058 0.00 29,701 D
2025-07-01 Miranda Felix Antonio Jr Officer A-Award A Common Stock 346 0.00 346 D
2025-07-01 Magid Syvia L. Director A-Award A Common Stock 1,419 0.00 9,309 D
2025-07-01 Kendall Lloyd W. Jr. Director A-Award A Common Stock 1,419 0.00 82,895 D
2025-07-01 Guida Dennis Henry Jr Director A-Award A Common Stock 1,419 0.00 2,746 D
2025-07-01 Chaudhary Harpreet S. Director A-Award A Common Stock 1,419 0.00 45,919 D
2025-07-01 Amin Bhupen B Director A-Award A Common Stock 1,419 0.00 2,746 D
2025-03-18 Miranda Felix Antonio Jr Officer 0 0.00 0
2025-03-03 Guarini George J. Director / Officer S-Sale D Common Stock 27,000 27.50 742.5K 46,759 D
2025-01-21 Lee Harrison H. Officer Common Stock 0 0.00 1,868 D
2025-01-02 Zhu Izabella L. Officer A-Award A Common Stock 1,331 0.00 9,147 D
2025-01-02 King Janet Lee Director / Officer A-Award A Common Stock 3,986 0.00 79,989 D
2025-01-02 Guarini George J. Director / Officer A-Award A Common Stock 6,910 0.00 73,759 D
2025-01-02 Colwell Keary L. Director / Officer A-Award A Common Stock 3,986 0.00 81,989 D
2024-11-01 Guida Dennis Henry Jr Director Common Stock 0 0.00 1,327 D
2024-11-01 Amin Bhupen B Director Common Stock 0 0.00 1,327 D
2024-07-01 Magid Syvia L. Director A-Award A Common Stock 1,327 0.00 7,890
2024-07-01 Laverne Robert G. Director A-Award A Common Stock 1,327 0.00 88,027
2024-07-01 Kendall Lloyd W. Jr. Director A-Award A Common Stock 1,327 0.00 81,476
2024-07-01 Chaudhary Harpreet S. Director A-Award A Common Stock 1,327 0.00 44,500
2024-07-01 Camp James S. Director A-Award A Common Stock 1,327 0.00 15,137
2024-01-02 Curley Mary Therese Officer A-Award A Common Stock 1,858 0.00 11,949 D
2024-01-01 Zhu Izabella L. Officer A-Award A Common Stock 1,497 0.00 7,816
2024-01-01 Pak Rick Officer A-Award A Common Stock 2,089 0.00 9,989
2024-01-01 King Janet Lee Director / Officer A-Award A Common Stock 4,483 0.00 76,003
2024-01-01 Guarini George J. Director / Officer A-Award A Common Stock 7,770 0.00 66,849
2024-01-01 Curley Mary Therese Officer A-Award A Common Stock 2,089 0.00 10,091
2024-01-01 Colwell Keary L. Director / Officer A-Award A Common Stock 4,483 0.00 78,003
2023-12-31 Chaudhary Harpreet S. Director D Common Stock 0 0.00 43,173
2023-08-14 Camp James S. Director G-Gift D Common Stock 3,837 0.00 13,810
2023-07-03 Magid Syvia L. Director A-Award A Common Stock 1,619 0.00 6,563
2023-07-03 Laverne Robert G. Director A-Award A Common Stock 1,619 0.00 86,700
2023-07-03 Kendall Lloyd W. Jr. Director A-Award A Common Stock 1,619 0.00 80,149
2023-07-03 Davis Jon Rocco Director A-Award A Common Stock 505 0.00 5,704
2023-07-03 Chaudhary Harpreet S. Director A-Award A Common Stock 1,619 0.00 45,606
2023-07-03 Camp James S. Director A-Award A Common Stock 1,619 0.00 17,647
2023-03-13 Guarini George J. Director / Officer P-Purchase A Common Stock 109 17.37 1.9K 131,731
2023-02-23 Guarini George J. Director / Officer G-Gift D Common Stock 7,746 0.00 59,079
2023-01-01 Zhu Izabella L. Officer A-Award A Common Stock 1,178 0.00 6,319
2023-01-01 Pak Rick Officer A-Award A Common Stock 1,644 0.00 7,078
2023-01-01 King Janet Lee Officer A-Award A Common Stock 5,291 0.00 71,550
2023-01-01 Guarini George J. Officer A-Award A Common Stock 9,172 0.00 131,622
2023-01-01 Curley Mary Therese Officer A-Award A Common Stock 1,644 0.00 7,180
2023-01-01 Colwell Keary L. Officer A-Award A Common Stock 5,291 0.00 73,550
2022-12-31 Camp James S. Director I Common Stock 0 0.00 6,483
2022-11-10 Laverne Robert G. Director S-Sale D Common Stock 10,000 19.65 196.5K 85,081
2022-09-06 Guarini George J. Officer P-Purchase A Common Stock 700 19.42 13.6K 26,827
2022-08-31 Guarini George J. Officer P-Purchase A Common Stock 1,975 18.77 37.1K 23,927
2022-08-25 Laverne Robert G. Director S-Sale D Common Stock 8,650 19.37 167.6K 95,081
2022-08-22 Laverne Robert G. Director S-Sale D Common Stock 11,350 19.43 220.5K 103,731
2022-07-01 Magid Syvia L. Director A-Award A Common Stock 1,287 0.00 4,944
2022-07-01 Laverne Robert G. Director A-Award A Common Stock 1,287 0.00 115,081
2022-07-01 Kendall Lloyd W. Jr. Director A-Award A Common Stock 1,287 0.00 78,530
2022-07-01 Davis Jon Rocco Director A-Award A Common Stock 322 0.00 5,199
2022-07-01 Chaudhary Harpreet S. Director A-Award A Common Stock 1,287 0.00 43,987
2022-07-01 Camp James S. Director A-Award A Common Stock 1,287 0.00 115,808
2022-05-19 Guarini George J. Director / Officer G-Gift D Common Stock 29,763 0.00 66,825
2022-01-25 Guarini George J. Director / Officer G-Gift D Common Stock 7,478 0.00 96,588
2022-01-01 Zhu Izabella L. Officer A-Award A Common Stock 821 0.00 5,141
2022-01-01 Pak Rick Officer A-Award A Common Stock 1,197 0.00 5,434
2022-01-01 King Janet Lee Director / Officer A-Award A Common Stock 4,111 0.00 66,259
2022-01-01 Guarini George J. Director / Officer A-Award A Common Stock 8,908 0.00 122,450
2022-01-01 Curley Mary Therese Officer A-Award A Common Stock 1,197 0.00 5,536
2022-01-01 Colwell Keary L. Director / Officer A-Award A Common Stock 4,111 0.00 68,259
2021-07-01 Spatz David M. Director A-Award A Common Stock 1,322 0.00 52,049
2021-07-01 Magid Syvia L. Director A-Award A Common Stock 1,322 0.00 3,657
2021-07-01 Laverne Robert G. Director A-Award A Common Stock 1,322 0.00 113,794
2021-07-01 Kendall Lloyd W. Jr. Director A-Award A Common Stock 1,322 0.00 77,243
2021-07-01 Hotchkiss Malcolm Flemming Director A-Award A Common Stock 1,322 0.00 17,273
2021-07-01 Davis Jon Rocco Director A-Award A Common Stock 330 0.00 4,877
2021-07-01 Chaudhary Harpreet S. Director A-Award A Common Stock 1,322 0.00 42,700
2021-07-01 Camp James S. Director A-Award A Common Stock 1,322 0.00 114,521
2021-06-11 Guarini George J. Director / Officer G-Gift D Common Stock 40,784 0.00 113,542
2021-02-18 Guarini George J. Director / Officer G-Gift D Common Stock 6,788 0.00 104,066
2021-01-01 Zhu Izabella L. Officer A-Award A Common Stock 924 0.00 4,320
2021-01-01 Pak Rick Officer A-Award A Common Stock 2,818 0.00 4,237
2021-01-01 King Janet Lee Officer A-Award A Common Stock 3,708 0.00 69,148
2021-01-01 Guarini George J. Director / Officer A-Award A Common Stock 10,712 0.00 154,326
2021-01-01 Funkhouser David John Officer A-Award A Common Stock 1,145 0.00 4,410
2021-01-01 Curley Mary Therese Officer A-Award A Common Stock 1,172 0.00 4,339
2021-01-01 Colwell Keary L. Officer A-Award A Common Stock 3,708 0.00 64,148
2020-12-31 King Janet Lee Officer D Common Stock 0 0.00 62,148
2020-08-01 Spatz David M. Director A-Award A Common Stock 2,335 0.00 50,727
2020-08-01 Magid Syvia L. Director A-Award A Common Stock 2,335 0.00 2,335
2020-08-01 Laverne Robert G. Director A-Award A Common Stock 2,335 0.00 112,472
2020-08-01 Kendall Lloyd W. Jr. Director A-Award A Common Stock 2,335 0.00 75,921
2020-08-01 Hotchkiss Malcolm Flemming Director A-Award A Common Stock 2,335 0.00 15,951
2020-08-01 Davis Jon Rocco Director A-Award A Common Stock 584 0.00 4,547
2020-08-01 Chaudhary Harpreet S. Director A-Award A Common Stock 2,335 0.00 41,378
2020-08-01 Camp James S. Director A-Award A Common Stock 2,335 0.00 113,199
2020-06-09 Kendall Lloyd W. Jr. Director P-Purchase A Common Stock 10,000 15.00 150.0K 10,000
2020-06-05 King Janet Lee Officer P-Purchase A Common Stock 1,000 14.01 14.0K 65,440
2020-05-26 Guarini George J. Director / Officer G-Gift D Common Stock 20,877 0.00 110,854
2020-05-19 Hotchkiss Malcolm Flemming Director P-Purchase A Common Stock 1,700 11.87 20.2K 1,700
2020-05-08 King Janet Lee Officer A-Award A Common Stock 16,287 0.00 64,440
2020-05-08 Guarini George J. Director / Officer A-Award A Common Stock 59,720 0.00 143,614
2020-05-08 Colwell Keary L. Officer A-Award A Common Stock 16,287 0.00 60,440
2020-05-06 Hotchkiss Malcolm Flemming Director P-Purchase A Common Stock 1,500 12.16 18.2K 13,616
2020-03-05 Guarini George J. Director / Officer P-Purchase A Common Stock 1,000 19.30 19.3K 93,319
2020-01-28 Guarini George J. Director / Officer G-Gift D Common Stock 6,925 0.00 83,894
2020-01-02 Zhu Izabella Lin Officer A-Award A Common Stock 620 0.00 3,396
2020-01-02 Pak Rick Officer A-Award A Common Stock 830 0.00 1,419
2020-01-02 King Janet Lee Officer A-Award A Common Stock 2,489 0.00 48,153
2020-01-02 Guarini George J. Director / Officer A-Award A Common Stock 7,190 0.00 98,417
2020-01-02 Funkhouser David John Officer A-Award A Common Stock 768 0.00 3,265
2020-01-02 Curley Mary Therese Officer A-Award A Common Stock 787 0.00 3,167
2020-01-02 Colwell Keary L. Officer A-Award A Common Stock 2,489 0.00 44,153
2019-12-27 Guarini George J. Director / Officer I Common Stock 0 0.00 20,952
2019-12-01 Magid Syvia L. Director 0 0.00 0
2019-07-01 Spatz David M. Director A-Award A Common Stock 1,122 0.00 48,392
2019-07-01 Laverne Robert G. Director A-Award A Common Stock 1,122 0.00 110,137
2019-07-01 Kendall Lloyd W. Jr. Director A-Award A Common Stock 1,122 0.00 73,586
2019-07-01 Hotchkiss Malcolm Flemming Director A-Award A Common Stock 1,122 0.00 12,116
2019-07-01 Davis Jon Rocco Director A-Award A Common Stock 374 0.00 3,963
2019-07-01 Chaudhary Harpreet S. Director A-Award A Common Stock 1,122 0.00 39,043
2019-07-01 Camp James S. Director A-Award A Common Stock 1,122 0.00 110,864
2019-06-07 Guarini George J. Director / Officer P-Purchase A Common Stock 100 21.74 2.2K 20,052
2019-05-16 Guarini George J. Director / Officer G-Gift D Common Stock 11,021 0.00 91,227
2019-05-08 King Janet Lee Officer A-Award A Common Stock 8,064 0.00 45,664
2019-05-08 Guarini George J. Director / Officer A-Award A Common Stock 29,568 0.00 155,897
2019-05-08 Colwell Keary L. Officer A-Award A Common Stock 8,064 0.00 41,664
2019-01-14 Guarini George J. Director / Officer G-Gift D Common Stock 5,814 0.00 102,248
2019-01-02 Zhu Izabella Lin Officer A-Award A Common Stock 557 0.00 2,776
2019-01-02 Yun Charles Young Officer A-Award A Common Stock 690 0.00 2,497
2019-01-02 Spatz David M. Director A-Award A Common Stock 1,072 0.00 62,125
2019-01-02 Pak Rick Officer D Common Stock 0 0.00 589
2019-01-02 Laverne Robert G. Director A-Award A Common Stock 1,072 0.00 109,015
2019-01-02 King Janet Lee Officer A-Award A Common Stock 2,396 0.00 37,600
2019-01-02 Kendall Lloyd W. Jr. Director A-Award A Common Stock 1,072 0.00 72,464
2019-01-02 Hotchkiss Malcolm Flemming Director A-Award A Common Stock 1,072 0.00 10,994
2019-01-02 Guarini George J. Director / Officer A-Award A Common Stock 5,557 0.00 126,329
2019-01-02 Funkhouser David John Officer A-Award A Common Stock 690 0.00 2,497
2019-01-02 Davis Jon Rocco Director A-Award A Common Stock 447 0.00 3,589
2019-01-02 Curley Mary Therese Officer A-Award A Common Stock 706 0.00 2,380
2019-01-02 Colwell Keary L. Officer A-Award A Common Stock 2,396 0.00 33,598
2019-01-02 Chaudhary Harpreet S. Director A-Award A Common Stock 1,072 0.00 37,921
2019-01-02 Camp James S. Director A-Award A Common Stock 1,072 0.00 109,742
2018-12-11 Guarini George J. Director / Officer P-Purchase A Common Stock 1,400 23.00 32.2K 120,772
2018-08-24 Guarini George J. Director / Officer G-Gift D Common Stock 6,099 0.00 108,062
2018-05-08 Spatz David M. Director A-Award A Common Stock 4,118 0.00 61,053
2018-05-08 Laverne Robert G. Director A-Award A Common Stock 4,118 0.00 107,943
2018-05-08 King Janet Lee Officer A-Award A Common Stock 9,017 0.00 32,448
2018-05-08 Kendall Lloyd W. Jr. Director A-Award A Common Stock 4,118 0.00 71,392
2018-05-08 Hotchkiss Malcolm Flemming Director A-Award A Common Stock 1,349 0.00 9,922
2018-05-08 Guarini George J. Director / Officer A-Award A Common Stock 33,063 0.00 111,510
2018-05-08 Davis Jon Rocco Director A-Award A Common Stock 1,349 0.00 3,142
2018-05-08 Colwell Keary L. Officer A-Award A Common Stock 9,017 0.00 28,446
2018-05-08 Chaudhary Harpreet S. Director A-Award A Common Stock 2,627 0.00 36,849
2018-05-08 Camp James S. Director A-Award A Common Stock 4,118 0.00 108,670
2018-05-07 Chaudhary Harpreet S. Director P-Purchase A Common Stock 10,000 23.02 230.2K 34,222
2018-05-03 Zhu Izabella Lin Officer D Common Stock 0 0.00 1,478
2018-05-03 Yun Charles Young Officer D Common Stock 0 0.00 1,013
2018-05-03 Spatz David M. Director I Common Stock 0 0.00 1,500
2018-05-03 Laverne Robert G. Director D Common Stock 0 0.00 103,825
2018-05-03 King Janet Lee Officer D Common Stock 0 0.00 23,431
2018-05-03 Kendall Lloyd W. Jr. Director D Common Stock 0 0.00 67,274
2018-05-03 Hotchkiss Malcolm Flemming Director D Common Stock 0 0.00 8,573
2018-05-03 Guarini George J. Director / Officer D Common Stock 0 0.00 78,447
2018-05-03 Funkhouser David John Officer D Common Stock 0 0.00 1,013
2018-05-03 Davis Jon Rocco Director D Common Stock 0 0.00 1,793
2018-05-03 Curley Mary Therese Director / Officer D Common Stock 0 0.00 862
2018-05-03 Colwell Keary L. Officer D Common Stock 0 0.00 19,429
2018-05-03 Chaudhary Harpreet S. Director D Common Stock 0 0.00 24,222
2018-05-03 Camp James S. Director D Common Stock 0 0.00 104,552

Executive team

Top executives
EBIT / Employee
100.5K
Shares Outstanding
10.91M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 George J. Guarini Former President and Chief Executive Officer 745.9K 186.5K 520.4K 350.4K 1.80M 10.34%
2 2025 Keary L. Colwell Former Senior Executive Vice President, Chief Financial Officer and Corporate Secretary 430.3K 107.6K 257.4K 111.2K 906.4K 11.87%
3 2025 Janet L. King Former Senior Executive Vice President and Chief Operating Officer 430.3K 107.6K 257.4K 111.0K 906.2K 11.87%
4 2024 George J. Guarini Former President and Chief Executive Officer 724.1K 181.0K 213.9K 31.1K 1.15M 15.74%
5 2024 George J. Guarini President and Chief Executive Officer 724.1K 181.0K 213.9K 31.1K 1.15M 15.74%
6 2024 Keary L. Colwell Senior Executive Vice President, Chief Financial Officer and Corporate Secretary 417.8K 104.5K 105.8K 25.4K 653.4K 15.99%
7 2024 Keary L. Colwell Former Senior Executive Vice President, Chief Financial Officer and Corporate Secretary 417.8K 104.5K 105.8K 25.4K 653.4K 15.99%
8 2024 Janet L. King Former Senior Executive Vice President and Chief Operating Officer 417.8K 104.5K 105.8K 24.9K 652.9K 16.00%
9 2024 Janet L. King Senior Executive Vice President and Chief Operating Officer 417.8K 104.5K 105.8K 24.9K 652.9K 16.00%
10 2023 George J. Guarini President and Chief Executive Officer 723.1K 174.1K 183.5K 30.8K 1.11M 15.66%
11 2023 Keary L. Colwell Senior Executive Vice President, Chief Financial Officer and Corporate Secretary 417.2K 100.4K 90.8K 25.1K 633.5K 15.85%
12 2023 Janet L. King Senior Executive Vice President and Chief Operating Officer 417.2K 100.4K 90.8K 24.6K 632.9K 15.87%
13 2022 George J. Guarini President and Chief Executive Officer 695.3K 234.1K 167.4K 182.5K 189.4K 1.47M 11.40%
14 2022 Keary L. Colwell Senior Executive Vice President, Chief Financial Officer and Corporate Secretary 401.1K 115.8K 77.2K 90.2K 62.9K 747.3K 10.34%
15 2022 Janet L. King Senior Executive Vice President and Chief Operating Officer 401.1K 115.8K 77.2K 90.2K 62.4K 746.7K 10.34%
16 2021 George J. Guarini President and Chief Executive Officer 668.8K 162.5K 539.1K 382.0K 1.75M 9.27%
17 2021 Janet L. King Senior Executive Vice President and Chief Operating Officer 385.9K 56.3K 266.7K 111.6K 820.4K 6.86%
18 2021 Keary L. Colwell Senior Executive Vice President, Chief Financial Officer and Corporate Secretary 385.9K 56.3K 266.7K 111.1K 820.0K 6.86%
19 2020 George J. Guarini President and Chief Executive Officer 650.0K 594.8K 538.7K 442.9K 2.23M 26.72%
20 2020 Janet L. King Senior Executive Vice President and Chief Operating Officer 375.0K 178.1K 266.4K 123.7K 943.1K 18.88%
21 2020 Keary L. Colwell Senior Executive Vice President, Chief Financial Officer and Corporate Secretary 375.0K 178.1K 266.4K 120.6K 940.1K 18.94%
22 2019 George J. Guarini President and Chief Executive Officer 650.0K 490.2K 505.9K 353.8K 2.00M 24.51%
23 2019 George J. Guarini President and CEO 650.0K 509.9K 490.2K 353.8K 2.00M 24.51%
24 2019 Janet L. King Senior Executive Vice President and Chief Operating Officer 375.0K 146.5K 250.2K 105.8K 877.4K 16.69%
25 2019 Janet L. King Senior Executive Vice President and COO 375.0K 250.2K 146.5K 105.8K 877.4K 16.69%
26 2019 Keary L. Colwell Senior Executive Vice President, CFO and Corporate Secretary 375.0K 250.2K 146.5K 102.7K 874.4K 16.75%
27 2019 Keary L. Colwell Senior Executive Vice President, Chief Financial Officer and Corporate Secretary 375.0K 146.5K 250.2K 102.7K 874.4K 16.75%
28 2018 George J. Guarini President and CEO 495.0K 394.5K 250.8K 304.3K 1.44M 17.36%
29 2018 Janet L. King Senior Executive Vice President and COO 357.5K 203.5K 79.9K 104.8K 745.6K 10.71%
30 2018 Keary L. Colwell Senior Executive Vice President, CFO and Corporate Secretary 357.5K 203.5K 79.9K 101.7K 742.6K 10.76%
31 2017 George J. Guarini President and CEO 450.0K 411.1K 112.5K 282.6K 1.26M 8.96%
32 2017 Janet L. King Senior Executive Vice President and COO 325.0K 212.1K 48.8K 62.0K 647.9K 7.53%
33 2017 Keary L. Colwell Senior Executive Vice President, CFO and Corporate Secretary 325.0K 212.1K 48.8K 61.9K 647.8K 7.53%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-29 DEFA14A
2026-04-29 DEF 14A
2025-04-25 DEFA14A
2025-04-25 DEF 14A
2024-04-26 DEFA14A
2024-04-26 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-26 4
2026-05-22 8-K
2026-05-15 SC 13G/A
2026-05-11 10-Q
2026-05-07 4
2026-05-01 3
2026-05-01 3
2026-04-30 3
2026-04-30 3
2026-04-29 SC 13G

Executive team

NameTitleCompensationGender
Christopher F. Baron Pres, Chief Executive Officer & Director 2M male
George J. Guarini Non-Executive Officer 2M male
Keary L. Colwell Non-Executive Officer 2M female
Janet L. King Senior EVP, COO & Director 548.4K female
Izabella L. Zhu Executive Vice President & Chief Risk Officer of United Business Bank female
Kevin Lewis Thompson Executive VP, Corporate Secretary & CFO male
William James Black Jr. Executive Vice Chair male
ESG Rating
B
BANKS - REGIONAL
Rank: 174 out of 431
2026
E (Environmental)
27.3 / 64.3
Company / Sector avg.
S (Social)
51.6 / 76.5
Company / Sector avg.
G (Governance)
54.1 / 75.5
Company / Sector avg.
ESG Total
44.3 / 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