BayCom Corp (BCML)
Walnut Creek, CA, US
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.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.81% | +0.62% | +2.74% | +4.76% | +5.55% | +4.76% | +16.71% | +89.42% | +66.22% | +154.97% | +208.00% |
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 | 0 | 0 |
| Buy | 1 | -1 |
| Hold | 3 | +1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
34.00
+0.0%
|
| All Time | 2 |
30.50
-10.3%
|
-
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)
* 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 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
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-26 | DA Davidson | Buy | Neutral | Downgrade |
| 2026-04-28 | DA Davidson | Buy | Buy | Maintain |
| 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
Ownership Overview
| # | 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)
| # | 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 |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for BCML
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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