Business First Bancshares, Inc. (BFST)
Baton Rouge, LA, US
Business First Bancshares, Inc. (BFST) serves as the bank holding company for b1BANK, delivering an extensive array of banking products and financial services. Its deposit offerings include checking, demand, money market, time, and savings accounts, alongside certificates of deposit, and modern conveniences such as remote and direct deposit capabilities. The company provides a diverse portfolio of lending solutions. These include commercial and industrial loans for working capital, equipment financing, asset acquisition, expansion, and development, featuring lines of credit, letters of credit, term loans, and borrowing base facilities. BFST also finances construction and development projects, commercial real estate, and residential properties, offering first and second lien mortgages for 1-4 family homes, plus home equity lines of credit. Consumer loan options span both secured and unsecured installment and term arrangements. Beyond traditional banking, BFST offers wealth management services, encompassing mutual funds, annuities, individual retirement accounts (IRAs), other investment products, fiduciary services, and private banking solutions. A wide range of additional financial tools are available, including debit and credit cards, comprehensive treasury and cash management services (such as merchant services, automated clearing house (ACH), lock-box, receivables factoring, and correspondent banking), and employee and payroll benefits solutions. Customer access points feature drive-through facilities, ATMs, night depositories, personalized checks, electronic funds transfer (EFT), domestic and international wire transfers, traveler's checks, vault services, sweep accounts, and robust online and mobile banking platforms, e-statements, and bank-by-mail services. As of March 1, 2022, Business First Bancshares operated approximately 48 full-service banking centers and three loan production offices across Louisiana, and in the Dallas and Houston metropolitan areas. The company was founded in 2006 and is headquartered in Baton Rouge, Louisiana.
Based on only 2 articles — low confidence
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.85% | +2.04% | +4.02% | +4.32% | +9.45% | +8.95% | +19.71% | +93.74% | +16.96% | +12.75% | +12.75% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 4 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
33.00
+8.1%
|
| Last Year | 4 |
33.00
+8.1%
|
| All Time | 7 |
30.86
+1.1%
|
-
Revenue growth+11.8% Q1'26: +6.6% (vs Q1'25)
-
EPS growth+23.0% Q1'26: +4.6% (vs Q1'25)
-
FCF margin— Q1'26: +19.9% (vs Q1'25)
-
EBIT margin— Q1'26: +22.0% (vs Q1'25)
-
ROIC— Q1'26: +57.4% (vs Q1'25)
-
Share dilution+12.1% Q1'26: +11.0% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 3.26× (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 3 Rev. Ana. 4 EPS Ana. |
Dec 2027 3 Rev. Ana. 4 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
83.97M
est: 69.59M (+20.7%)
|
112.62M
est: 90.84M (+24.0%)
|
168.78M
est: 140.23M (+20.4%)
|
203.11M
est: 185.89M (+9.3%)
|
264.08M
est: 225.38M (+17.2%)
|
385.62M
est: 247.78M (+55.6%)
|
457.75M
est: 268.07M (+70.8%)
|
511.93M
est: 318.20M (+60.9%)
|
370.66M
370.21M – 371.11M
+16.5% YoY
|
394.52M
394.38M – 394.65M
+6.4% YoY
|
| EBITDA |
18.54M
est: 32.52M (-43.0%)
|
31.44M
est: 53.28M (-41.0%)
|
39.95M
est: 45.75M (-12.7%)
|
68.72M
est: 74.59M (-7.9%)
|
73.41M
est: 74.34M (-1.2%)
|
95.26M
est: 63.87M (+49.1%)
|
88.31M
est: 69.10M (+27.8%)
|
119.09M
est: 82.03M (+45.2%)
|
95.55M
95.43M – 95.66M
+16.5% YoY
|
101.70M
101.66M – 101.73M
+6.4% YoY
|
| EBIT |
17.37M
est: 16.87M (+3.0%)
|
29.85M
est: 22.02M (+35.6%)
|
36.78M
est: 33.99M (+8.2%)
|
64.56M
est: 45.05M (+43.3%)
|
68.59M
est: 54.62M (+25.6%)
|
90.59M
est: 60.23M (+50.4%)
|
83.05M
est: 65.17M (+27.4%)
|
113.41M
est: 77.35M (+46.6%)
|
90.10M
89.99M – 90.21M
+16.5% YoY
|
95.90M
95.87M – 95.94M
+6.4% YoY
|
| Net Income |
14.09M
est: 14.08M (+0.1%)
|
23.77M
est: 23.08M (+3.0%)
|
29.99M
est: 21.79M (+37.7%)
|
52.14M
est: 45.48M (+14.6%)
|
54.26M
est: 43.20M (+25.6%)
|
71.04M
est: 72.52M (-2.0%)
|
65.11M
est: 68.15M (-4.5%)
|
87.86M
est: 81.38M (+8.0%)
|
88.08M
85.72M – 90.45M
+8.2% YoY
|
96.15M
93.19M – 99.11M
+9.2% YoY
|
| SGA |
31.35M
est: 34.34M (-8.7%)
|
39.63M
est: 41.18M (-3.8%)
|
65.69M
est: 50.03M (+31.3%)
|
70.42M
est: 66.25M (+6.3%)
|
91.80M
est: 89.80M (+2.2%)
|
98.35M
est: 71.82M (+36.9%)
|
111.91M
est: 77.71M (+44.0%)
|
130.83M
est: 92.24M (+41.8%)
|
107.45M
107.31M – 107.58M
+16.5% YoY
|
114.36M
114.32M – 114.40M
+6.4% YoY
|
| EPS |
1.27
est: 1.37 (-7.1%)
|
1.79
est: 1.83 (-2.1%)
|
1.65
est: 1.83 (-9.8%)
|
2.54
est: 2.48 (+2.5%)
|
2.34
est: 2.45 (-4.5%)
|
2.62
est: 2.45 (+6.9%)
|
2.27
est: 2.30 (-1.2%)
|
2.79
est: 2.74 (+1.7%)
|
2.99
2.89 – 3.05
+9.0% YoY
|
3.25
3.14 – 3.34
+8.8% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 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 | 2/5 | 3/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-15 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-14 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-13 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-12 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-11 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-28 | C+ | 2/5 | 3/5 | 3/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C+ | 2/5 | 3/5 | 3/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 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 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 1.23M | 6.10% | 1.21M | — | 1.23M | — | HC | Delaware | 2022-02-07 | ↗ |
| 2 | RMB Capital Holdings, LLC | 1.00M | 7.60% | — | 1.00M | — | — | OO | Delaware | 2020-02-14 | ↗ |
| 3 | RMB Capital Management, LLC | 1.00M | 7.60% | — | 1.00M | — | — | OO | Delaware | 2020-02-14 | ↗ |
| 4 | RMB Mendon Managers, LLC | 920.2K | 6.96% | — | 920.2K | — | — | OO | Delaware | 2020-02-14 | ↗ |
| 5 | EJF Capital LLC | 694.4K | 5.30% | — | 694.4K | — | 694.4K | IA | Delaware | 2019-03-18 | ↗ |
| 6 | Emanuel J. Friedman | 694.4K | 5.30% | — | 694.4K | — | 694.4K | IN | Delaware | 2019-03-18 | ↗ |
| 7 | EJF Sidecar Fund, Series LLC – Small Financial Equities Series | 644.0K | 4.90% | — | 644.0K | — | 644.0K | OO | Delaware | 2019-03-18 | ↗ |
| 8 | Iron Road Capital Partners LLC | 62.1K | 0.47% | — | 62.1K | — | — | OO | Delaware | 2020-02-14 | ↗ |
| 9 | EJF Financial Services Fund, LP | 32.9K | 0.20% | — | 32.9K | — | 32.9K | PN | Delaware | 2019-03-18 | ↗ |
| 10 | EJF Financial Services GP, LLC | 32.9K | 0.20% | — | 32.9K | — | 32.9K | OO | Delaware | 2019-03-18 | ↗ |
| 11 | Mendon Capital Advisors Corp | 21.4K | 0.16% | — | 21.4K | — | — | OO | Delaware | 2020-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 2.29M +44.1K (+2.0%) | 59.87M +6.8M (+12.9%) | 7.75% +0.094 pp | 0.00% +0.000 pp | USD25.65 +1.9% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 1.65M +57.1K (+3.6%) | 43.08M +5.5M (+14.7%) | 5.58% +0.154 pp | 0.00% +0.000 pp | USD23.02 +13.6% | 31 qtrs — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.08M +59.6K (+5.8%) | 28.33M +4.2M (+17.2%) | 3.67% +0.177 pp | 0.01% +0.001 pp | USD22.63 +15.5% | 25 qtrs — |
| 4 | JANUS HENDERSON GROUP PLC | 986.1K -32.7K (-3.2%) | 25.78M +1.7M (+7.2%) | 3.34% -0.136 pp | 0.01% +0.001 pp | USD24.98 +4.6% | 12 qtrs — |
| 5 | ROYCE & ASSOCIATES LP | 823.4K +175.3K (+27.0%) | 21.52M +6.2M (+40.7%) | 2.79% +0.577 pp | 0.22% +0.066 pp | USD22.40 +16.7% | 12 qtrs — |
| 6 | AMERICAN CENTURY COMPANIES INC | 787.4K +56.7K (+7.8%) | 20.58M +3.3M (+19.3%) | 2.67% +0.174 pp | 0.01% +0.002 pp | USD23.01 +13.6% | 15 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 731.2K +14.6K (+2.0%) | 19.12M +2.2M (+13.0%) | 2.47% +0.032 pp | 0.00% +0.000 pp | USD22.27 +17.4% | 31 qtrs — |
| 8 | STATE STREET CORP | 590.2K -8.3K (-1.4%) | 15.43M +1.3M (+9.2%) | 2.00% -0.043 pp | 0.00% +0.000 pp | USD22.97 +13.8% | 31 qtrs — |
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 439.9K -4.4K (-1.0%) | 11.50M +1.0M (+9.6%) | 1.49% -0.026 pp | 0.01% +0.001 pp | USD24.28 +7.7% | 31 qtrs — |
| 10 | RANGER INVESTMENT MANAGEMENT, L.P. | 322.4K -23.5K (-6.8%) | 8.43M +261.2K (+3.2%) | 1.09% -0.088 pp | 0.58% +0.009 pp | USD21.36 +22.4% | 13 qtrs — |
| 11 | JPMORGAN CHASE & CO | 274.1K -38.6K (-12.3%) | 7.17M -218.1K (-3.0%) | 0.93% -0.138 pp | 0.00% +0.000 pp | USD22.58 +15.8% | 31 qtrs — |
| 12 | NORTHERN TRUST CORP | 261.6K -16.9K (-6.1%) | 6.84M +262.6K (+4.0%) | 0.89% -0.064 pp | 0.00% +0.000 pp | USD22.58 +15.8% | 31 qtrs — |
| 13 | RMB CAPITAL MANAGEMENT, LLC | 250.0K +1.0 (+0.0%) | 6.54M +632.5K (+10.7%) | 0.85% -0.006 pp | 0.11% +0.005 pp | USD21.82 +19.8% | 15 qtrs — |
| 14 | MENDON CAPITAL ADVISORS CORP | 250.0K +— (+0.0%) | 6.54M +632.5K (+10.7%) | 0.85% -0.006 pp | 1.94% -0.329 pp | USD21.88 +19.5% | 9 qtrs — |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 242.7K +858.0 (+0.4%) | 6.34M +634.2K (+11.1%) | 0.82% -0.003 pp | 0.00% +0.000 pp | USD24.48 +6.8% | 31 qtrs — |
| 16 | RUSSELL INVESTMENTS GROUP, LTD. | 233.3K +2.7K (+1.2%) | 6.10M +654.5K (+12.0%) | 0.79% +0.004 pp | 0.01% +0.001 pp | USD22.85 +14.4% | 29 qtrs — |
| 17 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 203.2K +16.0K (+8.5%) | 5.31M +890.9K (+20.2%) | 0.69% +0.049 pp | 0.11% +0.017 pp | USD19.80 +32.0% | 23 qtrs — |
| 18 | BANC FUNDS CO LLC | 190.5K -78.7K (-29.2%) | 4.98M -1.4M (-21.7%) | 0.65% -0.273 pp | 0.99% -0.126 pp | USD24.12 +8.4% | 31 qtrs — |
| 19 | GOLDMAN SACHS GROUP INC | 176.6K +69.7K (+65.2%) | 4.62M +2.1M (+82.9%) | 0.60% +0.233 pp | 0.00% +0.000 pp | USD24.01 +8.9% | 18 qtrs — |
| 20 | MORGAN STANLEY | 172.1K +29.0K (+20.2%) | 4.50M +1.1M (+33.1%) | 0.58% +0.095 pp | 0.00% +0.000 pp | USD23.96 +9.1% | 31 qtrs — |
| 21 | FRANKLIN RESOURCES INC | 155.2K -29.2K (-15.8%) | 4.06M -295.7K (-6.8%) | 0.53% -0.103 pp | 0.00% 0.000 pp | USD22.95 +13.9% | 10 qtrs — |
| 22 | FOURTHSTONE LLC | 132.2K -31.9K (-19.4%) | 3.45M -417.7K (-10.8%) | 0.45% -0.112 pp | 0.65% -0.048 pp | USD23.83 +9.7% | 3 qtrs — |
| 23 | BANK OF NEW YORK MELLON CORP | 124.2K -8.0K (-6.1%) | 3.25M +124.6K (+4.0%) | 0.42% -0.031 pp | 0.00% +0.000 pp | USD24.15 +8.2% | 31 qtrs — |
| 24 | EMPOWERED FUNDS, LLC | 117.4K +16.0K (+15.7%) | 3.07M +673.8K (+28.1%) | 0.40% +0.052 pp | 0.02% +0.000 pp | USD21.62 +20.9% | 11 qtrs — |
| 25 | ALLIANCEBERNSTEIN L.P. | 112.1K -3.5K (-3.0%) | 2.93M +201.1K (+7.4%) | 0.38% -0.015 pp | 0.00% +0.000 pp | USD21.66 +20.7% | 13 qtrs — |
| 26 | FIRST TRUST ADVISORS LP | 105.4K -2.3K (-2.2%) | 2.75M +211.4K (+8.3%) | 0.36% -0.011 pp | 0.00% +0.000 pp | USD23.11 +13.1% | 20 qtrs — |
| 27 | AQR CAPITAL MANAGEMENT LLC | 103.3K +24.8K (+31.6%) | 2.70M +846.5K (+45.7%) | 0.35% +0.082 pp | 0.00% +0.000 pp | USD24.64 +6.1% | 7 qtrs — |
| 28 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 95.9K -37.6K (-28.2%) | 2.51M -645.1K (-20.5%) | 0.32% -0.131 pp | 0.07% -0.030 pp | USD25.67 +1.8% | 6 qtrs — |
| 29 | POLARIS CAPITAL MANAGEMENT, LLC | 82.4K +5.4K (+7.0%) | 2.15M +336.0K (+18.5%) | 0.28% +0.016 pp | 0.18% +0.059 pp | USD24.51 +6.7% | 4 qtrs — |
| 30 | CRESSET ASSET MANAGEMENT, LLC | 70.5K +— (+0.0%) | 1.84M +178.4K (+10.7%) | 0.24% -0.002 pp | 0.01% +0.001 pp | USD25.70 +1.7% | 5 qtrs — |
| 31 | CREATIVE PLANNING | 68.9K +34.8K (+102.0%) | 1.80M +996.2K (+123.7%) | 0.23% +0.117 pp | 0.00% +0.001 pp | USD25.55 +2.3% | 6 qtrs — |
| 32 | GATOR CAPITAL MANAGEMENT, LLC | 66.0K +590.0 (+0.9%) | 1.72M +180.8K (+11.7%) | 0.22% +0.000 pp | 0.35% -0.042 pp | USD24.54 +6.5% | 17 qtrs — |
| 33 | TWO SIGMA INVESTMENTS, LP | 63.4K +5.5K (+9.4%) | 1.66M +289.3K (+21.1%) | 0.21% +0.017 pp | 0.00% +0.000 pp | USD23.72 +10.2% | 7 qtrs — |
| 34 | MILLENNIUM MANAGEMENT LLC | 61.8K +42.7K (+222.4%) | 1.62M +1.2M (+256.9%) | 0.21% +0.144 pp | 0.00% +0.001 pp | USD25.57 +2.2% | 7 qtrs — |
| 35 | SWISS NATIONAL BANK | 57.6K +— (+0.0%) | 1.51M +145.7K (+10.7%) | 0.20% -0.001 pp | 0.00% +0.000 pp | USD22.42 +16.6% | 13 qtrs — |
| 36 | NUVEEN, LLC | 55.7K +— (+0.0%) | 1.46M +140.9K (+10.7%) | 0.19% -0.001 pp | 0.00% +0.000 pp | USD24.35 +7.4% | 4 qtrs — |
| 37 | BANK OF AMERICA CORP /DE/ | 53.6K +17.9K (+50.0%) | 1.40M +557.2K (+66.0%) | 0.18% +0.060 pp | 0.00% +0.000 pp | USD24.54 +6.5% | 31 qtrs — |
| 38 | RAYMOND JAMES FINANCIAL INC | 51.9K -1.3K (-2.5%) | 1.36M +99.7K (+7.9%) | 0.18% -0.006 pp | 0.00% +0.000 pp | USD25.59 +2.1% | 5 qtrs — |
| 39 | — | 51.7K -1.1K (-2.0%) | 1.35M +105.8K (+8.5%) | 0.17% -0.005 pp | 1.00% +0.053 pp | USD25.70 +1.7% | 5 qtrs — |
| 40 | PRUDENTIAL FINANCIAL INC | 47.7K +37.2K (+354.6%) | 1.25M +999.5K (+403.4%) | 0.16% +0.126 pp | 0.00% +0.001 pp | USD25.81 +1.3% | 3 qtrs — |
| 41 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | 47.4K +2.1K (+4.7%) | 1.24M +169.7K (+15.9%) | 0.16% +0.006 pp | 0.27% +0.037 pp | USD18.19 +43.7% | 11 qtrs — |
| 42 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 47.2K -23.3K (-33.0%) | 1.23M -430.1K (-25.8%) | 0.16% -0.081 pp | 0.00% -0.002 pp | USD25.12 +4.1% | 6 qtrs — |
| 43 | BARCLAYS PLC | 46.2K -582.0 (-1.2%) | 1.21M +6.8K (+0.6%) | 0.16% -0.003 pp | 0.00% +0.000 pp | USD24.90 +5.0% | 31 qtrs — |
| 44 | VICTORY CAPITAL MANAGEMENT INC | 44.0K -4.0K (-8.3%) | 1.15M +16.9K (+1.5%) | 0.15% -0.015 pp | 0.00% +0.000 pp | USD25.94 +0.8% | 17 qtrs — |
| 45 | MAN GROUP PLC | 42.2K +5.0K (+13.6%) | 1.10M +225.5K (+25.7%) | 0.14% +0.016 pp | 0.00% +0.000 pp | USD23.91 +9.3% | 2 qtrs — |
| 46 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 40.4K -1.5K (-3.6%) | 1.06M +66.7K (+6.7%) | 0.14% -0.006 pp | 0.01% +0.000 pp | USD24.65 +6.0% | 9 qtrs — |
| 47 | MONTZ HARCUS WEALTH MANAGEMENT LLC | 40.3K +228.0 (+0.6%) | 1.05M +107.4K (+11.3%) | 0.14% 0.000 pp | 0.43% +0.014 pp | USD27.77 -5.9% | 17 qtrs — |
| 48 | GENEOS WEALTH MANAGEMENT INC. | 38.2K -3.4K (-8.2%) | 999.5K +16.5K (+1.7%) | 0.13% -0.013 pp | 0.02% -0.001 pp | USD21.34 +22.5% | 31 qtrs — |
| 49 | MERIWETHER WEALTH & PLANNING, LLC | 37.6K +— (+0.0%) | 982.4K +95.1K (+10.7%) | 0.13% -0.001 pp | 0.55% +0.040 pp | USD25.70 +1.7% | 5 qtrs — |
| 50 | MARSHALL WACE, LLP | 36.9K +16.1K (+77.5%) | 965.3K +474.3K (+96.6%) | 0.13% +0.054 pp | 0.00% +0.000 pp | USD25.30 +3.3% | 3 qtrs — |
| 51 | RHUMBLINE ADVISERS | 36.7K -5.4K (-12.8%) | 959.3K -34.1K (-3.4%) | 0.12% -0.019 pp | 0.00% +0.000 pp | USD22.14 +18.1% | 31 qtrs — |
| 52 | INVESCO LTD. | 36.7K -2.3K (-5.8%) | 958.5K +39.2K (+4.3%) | 0.12% -0.009 pp | 0.00% +0.000 pp | USD23.21 +12.6% | 20 qtrs — |
| 53 | WELLS FARGO & COMPANY/MN | 32.1K +10.1K (+45.8%) | 840.0K +319.7K (+61.4%) | 0.11% +0.034 pp | 0.00% +0.000 pp | USD23.22 +12.6% | 31 qtrs — |
| 54 | UBS GROUP AG | 31.2K +16.5K (+111.9%) | 814.8K +467.5K (+134.6%) | 0.11% +0.055 pp | 0.00% +0.000 pp | USD25.24 +3.6% | 31 qtrs — |
| 55 | JACOBS LEVY EQUITY MANAGEMENT, INC | 31.0K -3.4K (-9.9%) | 809.6K -1.7K (-0.2%) | 0.10% -0.012 pp | 0.00% 0.000 pp | USD25.27 +3.4% | 5 qtrs — |
| 56 | CENTERBOOK PARTNERS LP | 30.7K -15.0K (-32.8%) | 803.7K -276.5K (-25.6%) | 0.10% -0.052 pp | 0.04% -0.014 pp | USD23.61 +10.7% | 2 qtrs — |
| 57 | LPL FINANCIAL LLC | 30.5K +12.5K (+69.5%) | 796.7K +372.2K (+87.7%) | 0.10% +0.042 pp | 0.00% +0.000 pp | USD21.93 +19.2% | 23 qtrs — |
| 58 | UBS ASSET MANAGEMENT AMERICAS INC | 29.9K +201.0 (+0.7%) | 781.7K +80.4K (+11.5%) | 0.10% 0.000 pp | 0.00% +0.000 pp | USD23.92 +9.3% | 7 qtrs — |
| 59 | HARTMANN TAYLOR WEALTH MANAGEMENT, LLC | 28.5K +— (+0.0%) | 745.1K +72.1K (+10.7%) | 0.10% -0.001 pp | 0.50% +0.020 pp | USD24.35 +7.4% | 4 qtrs — |
| 60 | ETHOS FINANCIAL GROUP, LLC | 27.6K +— (+0.0%) | 722.3K +69.9K (+10.7%) | 0.09% -0.001 pp | 0.05% +0.002 pp | USD22.02 +18.7% | 13 qtrs — |
| 61 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 27.6K +6.0 (+0.0%) | 721.7K +70.0K (+10.7%) | 0.09% -0.001 pp | 0.00% +0.000 pp | USD22.82 +14.5% | 31 qtrs — |
| 62 | LEGAL & GENERAL GROUP PLC | 26.1K -3.7K (-12.4%) | 681.6K -21.3K (-3.0%) | 0.09% -0.013 pp | 0.00% +0.000 pp | USD20.99 +24.5% | 31 qtrs — |
| 63 | PATHSTONE HOLDINGS, LLC | 25.4K +— (+0.0%) | 663.8K +64.3K (+10.7%) | 0.09% -0.001 pp | 0.00% +0.000 pp | USD25.17 +3.9% | 5 qtrs — |
| 64 | SG AMERICAS SECURITIES, LLC | 25.0K -848.0 (-3.3%) | 653.0K +43.0K (+7.0%) | 0.08% -0.004 pp | 0.00% -0.001 pp | USD23.61 +10.7% | 18 qtrs — |
| 65 | LOS ANGELES CAPITAL MANAGEMENT LLC | 25.0K -5.9K (-18.9%) | 614.7K -114.9K (-15.8%) | 0.08% -0.021 pp | 0.00% 0.000 pp | USD24.72 +5.7% | 6 qtrs — |
| 66 | SEI INVESTMENTS CO | 22.6K +22.6K (+100.0%) | 590.1K +590.1K (+100.0%) | 0.08% +0.076 pp | 0.00% +0.001 pp | USD26.14 +0.0% | 1 qtrs NEW |
| 67 | DEUTSCHE BANK AG\ | 22.4K -193.0 (-0.9%) | 585.4K +52.1K (+9.8%) | 0.08% -0.001 pp | 0.00% +0.000 pp | USD22.99 +13.7% | 31 qtrs — |
| 68 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 22.0K -3.2K (-12.8%) | 573.9K -20.8K (-3.5%) | 0.07% -0.012 pp | 0.05% +0.000 pp | USD24.23 +7.9% | 4 qtrs — |
| 69 | CAMPBELL & CO INVESTMENT ADVISER LLC | 20.7K +4.9K (+30.8%) | 540.3K +167.2K (+44.8%) | 0.07% +0.016 pp | 0.03% -0.002 pp | USD24.78 +5.5% | 9 qtrs — |
| 70 | MARTINGALE ASSET MANAGEMENT L P | 20.4K -12.4K (-37.8%) | 533.9K -241.7K (-31.2%) | 0.07% -0.043 pp | 0.01% -0.006 pp | USD25.68 +1.8% | 6 qtrs — |
| 71 | RENAISSANCE TECHNOLOGIES LLC | 20.3K -11.5K (-36.2%) | 530.6K -220.2K (-29.3%) | 0.07% -0.040 pp | 0.00% 0.000 pp | USD23.13 +13.0% | 19 qtrs — |
| 72 | STRATOS WEALTH PARTNERS, LTD. | 20.1K +— (+0.0%) | 526.1K +50.9K (+10.7%) | 0.07% -0.001 pp | 0.01% +0.000 pp | USD15.50 +68.6% | 23 qtrs — |
| 73 | QUBE RESEARCH & TECHNOLOGIES LTD | 19.7K -40.6K (-67.3%) | 514.7K -908.2K (-63.8%) | 0.07% -0.139 pp | 0.00% -0.001 pp | USD24.56 +6.4% | 7 qtrs — |
| 74 | LSV ASSET MANAGEMENT | 19.3K +— (+0.0%) | 504.0K +49.0K (+10.8%) | 0.07% -0.001 pp | 0.00% +0.000 pp | USD22.43 +16.5% | 23 qtrs — |
| 75 | JANE STREET GROUP, LLC | 18.6K -28.1K (-60.2%) | 487.0K -617.3K (-55.9%) | 0.06% -0.096 pp | 0.00% 0.000 pp | USD24.00 +8.9% | 9 qtrs — |
| 76 | AMERIPRISE FINANCIAL INC | 18.4K -206.0 (-1.1%) | 480.5K +41.6K (+9.5%) | 0.06% -0.001 pp | 0.00% +0.000 pp | USD24.87 +5.1% | 5 qtrs — |
| 77 | FIRST FOUNDATION ADVISORS | 18.0K +18.0K (+100.0%) | 469.6K +469.6K (+100.0%) | 0.06% +0.061 pp | 0.02% +0.018 pp | USD26.14 +0.0% | 1 qtrs NEW |
| 78 | D. E. SHAW & CO., INC. | 17.5K +7.1K (+67.8%) | 458.4K +211.6K (+85.8%) | 0.06% +0.024 pp | 0.00% +0.000 pp | USD24.63 +6.1% | 2 qtrs — |
| 79 | METLIFE INVESTMENT MANAGEMENT, LLC | 17.1K +— (+0.0%) | 447.8K +43.3K (+10.7%) | 0.06% 0.000 pp | 0.00% +0.000 pp | USD19.94 +31.1% | 22 qtrs — |
| 80 | RODGERS BROTHERS INC. | 16.5K +— (+0.0%) | 431.3K +41.7K (+10.7%) | 0.06% 0.000 pp | 0.05% +0.004 pp | USD14.94 +75.0% | 24 qtrs — |
| 81 | PRICE T ROWE ASSOCIATES INC /MD/ | 16.2K +1.3K (+8.5%) | 425.0K +71.0K (+20.1%) | 0.06% +0.004 pp | 0.00% +0.000 pp | USD25.27 +3.4% | 6 qtrs — |
| 82 | TWO SIGMA ADVISERS, LP | 16.2K -10.9K (-40.2%) | 423.5K -216.4K (-33.8%) | 0.05% -0.038 pp | 0.00% -0.001 pp | USD20.91 +25.0% | 18 qtrs — |
| 83 | E&G ADVISORS, LP | 16.1K +— (+0.0%) | 420.9K +40.7K (+10.7%) | 0.05% 0.000 pp | 0.09% +0.006 pp | USD25.70 +1.7% | 5 qtrs — |
| 84 | ENTRYPOINT CAPITAL, LLC | 15.8K +— (+0.0%) | 412.3K +39.9K (+10.7%) | 0.05% 0.000 pp | 0.16% +0.017 pp | USD24.40 +7.1% | 5 qtrs — |
| 85 | STATE OF TENNESSEE, TREASURY DEPARTMENT | 14.5K +14.5K (+100.0%) | 407.6K +407.6K (+100.0%) | 0.05% +0.049 pp | 0.00% +0.001 pp | USD26.14 +0.0% | 1 qtrs NEW |
| 86 | STERLING CAPITAL MANAGEMENT LLC | 15.4K +13.5K (+685.8%) | 403.6K +357.2K (+769.9%) | 0.05% +0.046 pp | 0.01% +0.006 pp | USD26.08 +0.2% | 6 qtrs — |
| 87 | TREXQUANT INVESTMENT LP | 13.9K +13.9K (+100.0%) | 363.9K +363.9K (+100.0%) | 0.05% +0.047 pp | 0.00% +0.003 pp | USD26.14 +0.0% | 1 qtrs NEW |
| 88 | Y-INTERCEPT (HONG KONG) LTD | 13.4K +4.7K (+53.2%) | 351.5K +144.3K (+69.6%) | 0.05% +0.016 pp | 0.01% +0.003 pp | USD24.49 +6.7% | 2 qtrs — |
| 89 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 13.3K -51.0 (-0.4%) | 346.6K +32.3K (+10.3%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD22.50 +16.2% | 7 qtrs — |
| 90 | SQUAREPOINT OPS LLC | 13.0K -2.5K (-16.3%) | 340.5K -26.8K (-7.3%) | 0.04% -0.009 pp | 0.00% +0.000 pp | USD24.55 +6.5% | 4 qtrs — |
| 91 | ARGENT ADVISORS, INC. | 12.9K +— (+0.0%) | 338.5K +32.8K (+10.7%) | 0.04% 0.000 pp | 0.09% +0.004 pp | USD24.65 +6.0% | 9 qtrs — |
| 92 | PNC FINANCIAL SERVICES GROUP, INC. | 12.7K +11.0 (+0.1%) | 330.7K +32.3K (+10.8%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD23.59 +10.8% | 11 qtrs — |
| 93 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 12.2K +3.7K (+43.6%) | 318.6K +118.2K (+59.0%) | 0.04% +0.012 pp | 0.00% +0.000 pp | USD25.10 +4.1% | 3 qtrs — |
| 94 | THRIVENT FINANCIAL FOR LUTHERANS | 12.0K +— (+0.0%) | 315.0K +31.0K (+10.9%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD18.34 +42.5% | 12 qtrs — |
| 95 | CITADEL ADVISORS LLC | 11.9K +11.9K (+100.0%) | 311.6K +311.6K (+100.0%) | 0.04% +0.040 pp | 0.00% +0.000 pp | USD26.14 +0.0% | 1 qtrs NEW |
| 96 | STRS OHIO | 11.6K +— (+0.0%) | 303.2K +29.3K (+10.7%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD24.80 +5.4% | 6 qtrs — |
| 97 | PHARVISION ADVISERS, LLC | 11.3K +11.3K (+100.0%) | 296.3K +296.3K (+100.0%) | 0.04% +0.038 pp | 0.15% +0.150 pp | USD26.14 +0.0% | 1 qtrs NEW |
| 98 | QUANTINNO CAPITAL MANAGEMENT LP | 11.0K +11.0K (+100.0%) | 288.7K +288.7K (+100.0%) | 0.04% +0.037 pp | 0.00% +0.001 pp | USD26.14 +0.0% | 1 qtrs NEW |
| 99 | IEQ CAPITAL, LLC | 11.0K +11.0K (+100.0%) | 287.4K +287.4K (+100.0%) | 0.04% +0.037 pp | 0.00% +0.001 pp | USD26.14 +0.0% | 1 qtrs NEW |
| 100 | BNP PARIBAS ARBITRAGE, SNC | 10.7K +3.2K (+42.6%) | 280.0K +102.7K (+57.9%) | 0.04% +0.011 pp | 0.00% +0.000 pp | USD24.64 +6.1% | 31 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust Dow Jones Select MicroCap Index Fund FDM | 1.25% | 3.27M | 0.65% |
| 2 | Acuitas Small Cap Active ETF AIMS | 0.87% | 649.1K | 0.75% |
| 3 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.40% | 360.6K | 0.63% |
| 4 | iShares US Small Cap Value Factor ETF SVAL | 0.39% | 779.7K | 0.20% |
| 5 | iShares Micro-Cap ETF IWC | 0.22% | 3.21M | 0.60% |
| 6 | State Street SPDR S&P Regional Banking ETF KRE | 0.17% | 8.34M | 0.35% |
| 7 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.15% | 2.63M | 0.47% |
| 8 | Avantis U.S. Small Cap Value ETF AVUV | 0.09% | 26.09M | 0.25% |
| 9 | Avantis Global Small Cap Value UCITS ETF AVGS.L | 0.07% | 790.3K | 0.39% |
| 10 | Avantis U.S. Small Cap Equity ETF AVSC | 0.06% | 1.95M | 0.25% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | Cummings George W. III | Director | S-Sale | D | COMMON STOCK | 11,595 | 27.92 | 323.7K | 296,180 | D | ↗ |
| 2026-05-22 | Cummings George W. III | Director | S-Sale | D | COMMON STOCK | 10,000 | 27.99 | 279.9K | 307,775 | D | ↗ |
| 2026-03-31 | Vascocu Norman Jerome Jr | Officer | F-InKind | D | COMMON STOCK | 1,600 | 27.04 | 43.3K | 21,595 | D | ↗ |
| 2026-03-31 | Strong Saundra | Officer | F-InKind | D | COMMON STOCK | 1,204 | 27.04 | 32.6K | 5,878 | D | ↗ |
| 2026-03-31 | Roemer Heather G. | Officer | F-InKind | D | COMMON STOCK | 528 | 27.04 | 14.3K | 19,064 | D | ↗ |
| 2026-03-31 | ROBERTSON GREG | Officer | F-InKind | D | COMMON STOCK | 1,033 | 27.04 | 27.9K | 69,532 | D | ↗ |
| 2026-03-31 | McDonald Warren | Officer | F-InKind | D | COMMON STOCK | 1,158 | 27.04 | 31.3K | 14,195 | D | ↗ |
| 2026-03-31 | Manning Kathryn | Officer | F-InKind | D | COMMON STOCK | 874 | 27.04 | 23.6K | 15,791 | D | ↗ |
| 2026-03-31 | MELVILLE DAVID R. III | Director / Officer | F-InKind | D | COMMON STOCK | 4,279 | 27.04 | 115.7K | 208,902 | D | ↗ |
| 2026-03-31 | MANSFIELD KEITH | Officer | F-InKind | D | COMMON STOCK | 1,324 | 27.04 | 35.8K | 81,339 | D | ↗ |
| 2026-03-31 | JORDAN PHILIP | Officer | F-InKind | D | COMMON STOCK | 1,033 | 27.04 | 27.9K | 81,008 | D | ↗ |
| 2026-03-31 | Carter Donald Chad | Officer | F-InKind | D | COMMON STOCK | 317 | 27.04 | 8.6K | 14,517 | D | ↗ |
| 2026-03-04 | Cummings George W. III | Director | S-Sale | D | COMMON STOCK | 11,000 | 27.60 | 303.6K | 317,775 | D | ↗ |
| 2026-03-03 | Cummings George W. III | Director | S-Sale | D | Common Stock | 9,800 | 27.42 | 268.7K | 328,775 | D | ↗ |
| 2026-03-02 | Vascocu Norman Jerome Jr | Officer | A-Award | A | Restricted Stock Units | 1,577 | 0.00 | — | 12,100 | D | ↗ |
| 2026-03-02 | Strong Saundra | Officer | A-Award | A | Restricted Stock Units | 815 | 0.00 | — | 6,113 | D | ↗ |
| 2026-03-02 | Roemer Heather G. | Officer | A-Award | A | Restricted Stock Units | 722 | 0.00 | — | 5,238 | D | ↗ |
| 2026-03-02 | ROBERTSON GREG | Officer | A-Award | A | Restricted Stock Units | 1,148 | 0.00 | — | 8,782 | D | ↗ |
| 2026-03-02 | McDonald Warren | Officer | A-Award | A | Restricted Stock Units | 3,974 | 0.00 | — | 9,273 | D | ↗ |
| 2026-03-02 | Manning Kathryn | Officer | A-Award | A | Restricted Stock Units | 2,984 | 0.00 | — | 8,641 | D | ↗ |
| 2026-03-02 | MELVILLE DAVID R. III | Director / Officer | A-Award | A | Restricted Stock Units | 3,280 | 0.00 | — | 24,225 | D | ↗ |
| 2026-03-02 | MANSFIELD KEITH | Officer | A-Award | A | Restricted Stock Units | 5,740 | 0.00 | — | 13,374 | D | ↗ |
| 2026-03-02 | JORDAN PHILIP | Officer | A-Award | A | Restricted Stock Units | 5,701 | 0.00 | — | 13,335 | D | ↗ |
| 2026-03-02 | Cummings George W. III | Director | S-Sale | D | Common Stock | 200 | 27.80 | 5.6K | 338,575 | D | ↗ |
| 2026-03-02 | Carter Donald Chad | Officer | A-Award | A | Restricted Stock Units | 4,020 | 0.00 | — | 9,319 | D | ↗ |
| 2026-03-01 | Vascocu Norman Jerome Jr | Officer | M-Exempt | A | COMMON STOCK | 2,655 | 0.00 | — | 25,850 | D | ↗ |
| 2026-03-01 | Strong Saundra | Officer | M-Exempt | A | COMMON STOCK | 1,338 | 0.00 | — | 8,046 | D | ↗ |
| 2026-03-01 | Roemer Heather G. | Officer | D-Return | D | COMMON STOCK | 1,141 | 27.30 | 31.1K | 19,592 | D | ↗ |
| 2026-03-01 | ROBERTSON GREG | Officer | M-Exempt | A | COMMON STOCK | 1,926 | 0.00 | — | 71,092 | D | ↗ |
| 2026-03-01 | McDonald Warren | Officer | M-Exempt | D | Restricted Stock Units | 1,337 | 0.00 | — | 5,299 | D | ↗ |
| 2026-03-01 | Manning Kathryn | Officer | M-Exempt | A | COMMON STOCK | 1,239 | 0.00 | — | 17,904 | D | ↗ |
| 2026-03-01 | MELVILLE DAVID R. III | Director / Officer | M-Exempt | A | COMMON STOCK | 5,376 | 0.00 | — | 218,557 | D | ↗ |
| 2026-03-01 | MANSFIELD KEITH | Officer | F-InKind | D | COMMON STOCK | 676 | 27.30 | 18.5K | 82,663 | D | ↗ |
| 2026-03-01 | JORDAN PHILIP | Officer | M-Exempt | A | COMMON STOCK | 1,926 | 0.00 | — | 82,568 | D | ↗ |
| 2026-03-01 | Carter Donald Chad | Officer | M-Exempt | A | COMMON STOCK | 1,337 | 0.00 | — | 15,200 | D | ↗ |
| 2026-02-25 | Cummings George W. III | Director | S-Sale | D | COMMON STOCK | 20,000 | 28.00 | 560.0K | 338,775 | D | ↗ |
| 2026-02-10 | MCCOLLISTER ROLFE H. JR. | Director | P-Purchase | A | COMMON STOCK | 120 | 29.56 | 3.5K | 93,080 | D | ↗ |
| 2026-02-10 | Folse Mark P. | Director | S-Sale | D | Common Stock | 4,854 | 29.51 | 143.2K | 53,286 | D | ↗ |
| 2026-02-09 | Folse Mark P. | Director | S-Sale | D | Common Stock | 5,146 | 29.75 | 153.1K | 58,140 | D | ↗ |
| 2026-01-29 | Carter Donald Chad | Officer | S-Sale | D | COMMON STOCK | 3,778 | 27.27 | 103.0K | 13,863 | D | ↗ |
| 2026-01-27 | Day Rick D. | Director | P-Purchase | A | COMMON STOCK | 1,500 | 27.55 | 41.3K | 267,385 | D | ↗ |
| 2026-01-01 | Cummings George W. III | Director | — | — | Common Stock | 0 | 0.00 | — | 358,775 | D | ↗ |
| 2025-12-12 | Vascocu Norman Jerome Jr | Officer | M-Exempt | A | COMMON STOCK | 2,526 | 0.00 | — | 25,721 | D | ↗ |
| 2025-12-12 | Strong Saundra | Officer | F-InKind | D | COMMON STOCK | 561 | 27.71 | 15.5K | 6,708 | D | ↗ |
| 2025-12-12 | Roemer Heather G. | Officer | M-Exempt | A | COMMON STOCK | 1,082 | 0.00 | — | 20,674 | D | ↗ |
| 2025-12-12 | ROBERTSON GREG | Officer | M-Exempt | D | Restricted Stock Units | 1,833 | 0.00 | — | 9,560 | D | ↗ |
| 2025-12-12 | McDonald Warren | Officer | M-Exempt | A | COMMON STOCK | 1,272 | 0.00 | — | 15,120 | D | ↗ |
| 2025-12-12 | Manning Kathryn | Officer | M-Exempt | A | COMMON STOCK | 1,179 | 0.00 | — | 17,082 | D | ↗ |
| 2025-12-12 | MELVILLE DAVID R. III | Director / Officer | D-Return | D | COMMON STOCK | 4,938 | 27.71 | 136.8K | 213,181 | D | ↗ |
| 2025-12-12 | MANSFIELD KEITH | Officer | M-Exempt | A | COMMON STOCK | 1,833 | 0.00 | — | 82,056 | D | ↗ |
| 2025-12-12 | JORDAN PHILIP | Officer | M-Exempt | A | COMMON STOCK | 1,833 | 0.00 | — | 82,475 | D | ↗ |
| 2025-12-12 | Carter Donald Chad | Officer | M-Exempt | A | COMMON STOCK | 1,272 | 0.00 | — | 17,989 | D | ↗ |
| 2025-12-01 | ROBERTSON GREG | Officer | S-Sale | D | COMMON STOCK | 1,400 | 26.41 | 37.0K | 67,835 | D | ↗ |
| 2025-11-21 | Vascocu Norman Jerome Jr | Officer | A-Award | A | COMMON STOCK | 1,945 | 25.72 | 50.0K | 24,019 | D | ↗ |
| 2025-10-28 | Day Rick D. | Director | P-Purchase | A | COMMON STOCK | 1,600 | 24.21 | 38.7K | 265,885 | D | ↗ |
| 2025-08-22 | Strong Saundra | Officer | S-Sale | D | COMMON STOCK | 2,363 | 25.38 | 60.0K | 5,997 | D | ↗ |
| 2025-08-18 | MOCKLER PATRICK E. | Director | W-Will | A | COMMON STOCK | 30,888 | 0.00 | — | 30,888 | I | ↗ |
| 2025-08-04 | Buquet James J. III | Director | S-Sale | D | COMMON STOCK | 5,164 | 23.08 | 119.2K | 28,523 | D | ↗ |
| 2025-08-01 | MOCKLER PATRICK E. | Director | W-Will | A | COMMON STOCK | 14,096 | 0.00 | — | 32,143 | D | ↗ |
| 2025-07-31 | Ducrest John P. | Director | P-Purchase | A | COMMON STOCK | 2,225 | 23.62 | 52.6K | 13,716 | D | ↗ |
| 2025-07-01 | Roemer Heather G. | Officer | — | — | Common Stock | 0 | 0.00 | — | 7,230 | I | ↗ |
| 2025-06-26 | WHITE STEVEN GERARD | Director | A-Award | A | Restricted Stock Units | 1,016 | 0.00 | — | 1,016 | D | ↗ |
| 2025-06-26 | Tillage Keith Alexis | Director | A-Award | A | Restricted Stock Units | 1,016 | 0.00 | — | 1,016 | D | ↗ |
| 2025-06-26 | Sidi Zeenat | Director | A-Award | A | Restricted Stock Units | 1,016 | 0.00 | — | 1,016 | D | ↗ |
| 2025-06-26 | Sanchez Alejandro M | Director | A-Award | A | Restricted Stock Units | 1,016 | 0.00 | — | 1,016 | D | ↗ |
| 2025-06-26 | Quirk Aimee M | Director | A-Award | A | Restricted Stock Units | 1,016 | 0.00 | — | 1,016 | D | ↗ |
| 2025-06-26 | PRICE ARTHUR | Director | A-Award | A | Restricted Stock Units | 1,016 | 0.00 | — | 1,016 | D | ↗ |
| 2025-06-26 | MONTGOMERY DAVID A. JR. | Director | A-Award | A | Restricted Stock Units | 1,016 | 0.00 | — | 1,016 | D | ↗ |
| 2025-06-26 | MOCKLER PATRICK E. | Director | A-Award | A | Restricted Stock Units | 1,016 | 0.00 | — | 1,016 | D | ↗ |
| 2025-06-26 | MCCOLLISTER ROLFE H. JR. | Director | A-Award | A | Restricted Stock Units | 1,016 | 0.00 | — | 1,016 | D | ↗ |
| 2025-06-26 | Johnson Joseph Vernon | Director | A-Award | A | Restricted Stock Units | 1,016 | 0.00 | — | 1,016 | D | ↗ |
| 2025-06-26 | Hall William G. | Director | A-Award | A | Restricted Stock Units | 1,016 | 0.00 | — | 1,016 | D | ↗ |
| 2025-06-26 | Folse Mark P. | Director | A-Award | A | Restricted Stock Units | 1,016 | 0.00 | — | 1,016 | D | ↗ |
| 2025-06-26 | Ducrest John P. | Director | A-Award | A | Restricted Stock Units | 1,016 | 0.00 | — | 1,016 | D | ↗ |
| 2025-06-26 | Day Rick D. | Director | A-Award | A | Restricted Stock Units | 1,016 | 0.00 | — | 1,016 | D | ↗ |
| 2025-06-26 | Calkins Carol | Director | A-Award | A | Restricted Stock Units | 1,016 | 0.00 | — | 1,016 | D | ↗ |
| 2025-06-06 | MCCOLLISTER ROLFE H. JR. | Director | P-Purchase | A | COMMON STOCK | 680 | 23.40 | 15.9K | 92,960 | D | ↗ |
| 2025-05-29 | ROBERTSON GREG | Officer | S-Sale | D | COMMON STOCK | 1,086 | 23.72 | 25.8K | 69,235 | D | ↗ |
| 2025-03-31 | Vascocu Norman Jerome Jr | Officer | F-InKind | D | COMMON STOCK | 3,809 | 24.35 | 92.7K | 22,074 | D | ↗ |
| 2025-03-31 | Strong Saundra | Officer | F-InKind | D | COMMON STOCK | 2,915 | 24.35 | 71.0K | 8,360 | D | ↗ |
| 2025-03-31 | ROBERTSON GREG | Officer | F-InKind | D | COMMON STOCK | 2,434 | 24.35 | 59.3K | 70,321 | D | ↗ |
| 2025-03-31 | McDonald Warren | Officer | F-InKind | D | COMMON STOCK | 2,687 | 24.35 | 65.4K | 13,848 | D | ↗ |
| 2025-03-31 | Manning Kathryn | Officer | F-InKind | D | COMMON STOCK | 1,989 | 24.35 | 48.4K | 15,903 | D | ↗ |
| 2025-03-31 | MELVILLE DAVID R. III | Director / Officer | F-InKind | D | COMMON STOCK | 10,641 | 24.35 | 259.1K | 213,181 | D | ↗ |
| 2025-03-31 | MANSFIELD KEITH | Officer | F-InKind | D | COMMON STOCK | 3,140 | 24.35 | 76.5K | 80,223 | D | ↗ |
| 2025-03-31 | JORDAN PHILIP | Officer | F-InKind | D | COMMON STOCK | 2,434 | 24.35 | 59.3K | 80,642 | D | ↗ |
| 2025-03-31 | Carter Donald Chad | Officer | F-InKind | D | COMMON STOCK | 506 | 24.35 | 12.3K | 16,717 | D | ↗ |
| 2025-03-27 | Sanchez Alejandro M | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-03-05 | Day Rick D. | Director | P-Purchase | A | COMMON STOCK | 1,500 | 25.46 | 38.2K | 264,285 | D | ↗ |
| 2025-03-01 | Vascocu Norman Jerome Jr | Officer | A-Award | A | Restricted Stock Units | 8,047 | 0.00 | — | 15,704 | D | ↗ |
| 2025-03-01 | Strong Saundra | Officer | A-Award | A | Restricted Stock Units | 4,052 | 0.00 | — | 7,908 | D | ↗ |
| 2025-03-01 | ROBERTSON GREG | Officer | A-Award | A | Restricted Stock Units | 5,838 | 0.00 | — | 11,393 | D | ↗ |
| 2025-03-01 | McDonald Warren | Officer | A-Award | A | Restricted Stock Units | 4,052 | 0.00 | — | 7,908 | D | ↗ |
| 2025-03-01 | Manning Kathryn | Officer | A-Award | A | Restricted Stock Units | 3,756 | 0.00 | — | 7,330 | D | ↗ |
| 2025-03-01 | MELVILLE DAVID R. III | Director / Officer | A-Award | A | Restricted Stock Units | 16,293 | 0.00 | — | 31,259 | D | ↗ |
| 2025-03-01 | MANSFIELD KEITH | Officer | A-Award | A | Restricted Stock Units | 5,838 | 0.00 | — | 11,393 | D | ↗ |
| 2025-03-01 | JORDAN PHILIP | Officer | A-Award | A | Restricted Stock Units | 5,838 | 0.00 | — | 11,393 | D | ↗ |
| 2025-03-01 | Carter Donald Chad | Officer | A-Award | A | Restricted Stock Units | 4,052 | 0.00 | — | 7,908 | D | ↗ |
| 2024-12-31 | Vascocu Norman Jerome Jr | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-12 | Vascocu Norman Jerome Jr | Officer | A-Award | A | Restricted Stock Units | 7,657 | 0.00 | — | 7,657 | D | ↗ |
| 2024-12-12 | Strong Saundra | Officer | A-Award | A | COMMON STOCK | 3,856 | 28.50 | 109.9K | 15,131 | D | ↗ |
| 2024-12-12 | ROBERTSON GREG | Officer | A-Award | A | COMMON STOCK | 5,555 | 28.50 | 158.3K | 78,310 | D | ↗ |
| 2024-12-12 | McDonald Warren | Officer | A-Award | A | COMMON STOCK | 3,856 | 28.50 | 109.9K | 20,391 | D | ↗ |
| 2024-12-12 | Manning Kathryn | Officer | A-Award | A | COMMON STOCK | 3,574 | 28.50 | 101.9K | 21,466 | D | ↗ |
| 2024-12-12 | MELVILLE DAVID R. III | Director / Officer | A-Award | A | Restricted Stock Units | 14,966 | 0.00 | — | 14,966 | D | ↗ |
| 2024-12-12 | MANSFIELD KEITH | Officer | A-Award | A | COMMON STOCK | 5,555 | 28.50 | 158.3K | 88,918 | D | ↗ |
| 2024-12-12 | JORDAN PHILIP | Officer | A-Award | A | Restricted Stock Units (Deferred Stock Award 12/12/2024) | 5,555 | 0.00 | — | 5,555 | D | ↗ |
| 2024-12-12 | Carter Donald Chad | Officer | A-Award | A | COMMON STOCK | 3,856 | 28.50 | 109.9K | 21,079 | D | ↗ |
| 2024-11-21 | Vascocu Norman Jerome Jr | Officer | A-Award | A | COMMON STOCK | 1,789 | 27.95 | 50.0K | 26,677 | D | ↗ |
| 2024-11-14 | Hall William G. | Director | J-Other | A | COMMON STOCK | 15,108 | 0.00 | — | 19,902 | D | ↗ |
| 2024-11-13 | Buquet James J. III | Director | S-Sale | D | COMMON STOCK | 2,000 | 29.22 | 58.4K | 3,689 | I | ↗ |
| 2024-11-07 | McDonald Warren | Officer | S-Sale | D | COMMON STOCK | 2,560 | 28.70 | 73.5K | 16,535 | D | ↗ |
| 2024-11-06 | MELVILLE DAVID R. III | Director / Officer | S-Sale | D | COMMON STOCK | 9,172 | 28.42 | 260.7K | 221,639 | D | ↗ |
| 2024-11-05 | MELVILLE DAVID R. III | Director / Officer | S-Sale | D | COMMON STOCK | 3,512 | 26.06 | 91.5K | 230,811 | D | ↗ |
| 2024-11-04 | MELVILLE DAVID R. III | Director / Officer | S-Sale | D | COMMON STOCK | 7,316 | 26.15 | 191.3K | 234,323 | D | ↗ |
| 2024-11-04 | Johnson Joseph Vernon | Director | S-Sale | D | COMMON STOCK | 2,500 | 26.33 | 65.8K | 183,057 | D | ↗ |
| 2024-11-01 | Johnson Joseph Vernon | Director | S-Sale | D | COMMON STOCK | 6,000 | 26.36 | 158.2K | 185,557 | D | ↗ |
| 2024-10-30 | Johnson Joseph Vernon | Director | S-Sale | D | COMMON STOCK | 11,520 | 27.16 | 312.9K | 191,557 | D | ↗ |
| 2024-10-29 | Johnson Joseph Vernon | Director | S-Sale | D | COMMON STOCK | 3,980 | 26.63 | 106.0K | 203,077 | D | ↗ |
| 2024-10-01 | Hall William G. | Director | A-Award | A | COMMON STOCK | 238,540 | 24.59 | 5.87M | 238,540 | I | ↗ |
| 2024-09-26 | Sidi Zeenat | Director | A-Award | A | COMMON STOCK | 658 | 25.33 | 16.7K | 658 | D | ↗ |
| 2024-09-09 | McDonald Warren | Officer | S-Sale | D | Common Stock | 1,500 | 24.68 | 37.0K | 19,095 | — | ↗ |
| 2024-09-09 | Folse Mark P. | Director | S-Sale | D | COMMON STOCK | 7,346 | 24.56 | 180.4K | 63,286 | — | ↗ |
| 2024-08-30 | Folse Mark P. | Director | S-Sale | D | COMMON STOCK | 154 | 24.50 | 3.8K | 70,632 | — | ↗ |
| 2024-08-29 | Folse Mark P. | Director | S-Sale | D | COMMON STOCK | 2,500 | 24.50 | 61.3K | 70,786 | — | ↗ |
| 2024-08-21 | Calkins Carol | Director | L-Small | A | COMMON STOCK | 108 | 22.68 | 2.4K | 6,000 | — | ↗ |
| 2024-08-01 | McDonald Warren | Officer | S-Sale | D | COMMON STOCK | 1,532 | 25.71 | 39.4K | 20,595 | — | ↗ |
| 2024-07-31 | Johnson Joseph Vernon | Director | S-Sale | D | COMMON STOCK | 6,300 | 25.77 | 162.4K | 207,057 | — | ↗ |
| 2024-07-30 | Strong Saundra | Officer | S-Sale | D | COMMON STOCK | 6,300 | 25.32 | 159.5K | 11,275 | — | ↗ |
| 2024-07-30 | MANSFIELD KEITH | Officer | M-Exempt | A | COMMON STOCK | 40,000 | 17.65 | 706.0K | 111,897 | — | ↗ |
| 2024-07-30 | Johnson Joseph Vernon | Director | S-Sale | D | COMMON STOCK | 5,574 | 25.38 | 141.5K | 213,357 | — | ↗ |
| 2024-07-30 | Folse Mark P. | Director | S-Sale | D | COMMON STOCK | 40,000 | 25.43 | 1.02M | 73,286 | — | ↗ |
| 2024-07-25 | Sidi Zeenat | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-28 | LEHMAN KENNETH R | 10% Owner | C-Conversion | D | Series B Preferred Stock | 4,703 | 0.00 | — | 0 | — | ↗ |
| 2024-05-08 | Johnson Joseph Vernon | Director | G-Gift | D | COMMON STOCK | 9,600 | 0.00 | — | 218,931 | — | ↗ |
| 2024-05-01 | Carter Donald Chad | Officer | — | D | Common Stock | 0 | 0.00 | — | 17,223 | — | ↗ |
| 2024-04-30 | Day Rick D. | Director | P-Purchase | A | COMMON STOCK | 1,800 | 20.30 | 36.5K | 262,785 | — | ↗ |
| 2024-04-25 | WHITE STEVEN GERARD | Director | A-Award | A | Common Stock | 1,149 | 21.77 | 25.0K | 13,914 | — | ↗ |
| 2024-04-25 | Tillage Keith Alexis | Director | A-Award | A | Common Stock | 1,149 | 21.77 | 25.0K | 5,393 | — | ↗ |
| 2024-04-25 | SMITH KENNETH W. | Director | A-Award | A | Common Stock | 1,149 | 21.77 | 25.0K | 52,064 | — | ↗ |
| 2024-04-25 | Quirk Aimee M | Director | A-Award | A | Common Stock | 1,149 | 21.77 | 25.0K | 1,517 | — | ↗ |
| 2024-04-25 | PRICE ARTHUR | Director | A-Award | A | Common Stock | 1,149 | 21.77 | 25.0K | 10,664 | — | ↗ |
| 2024-04-25 | MONTGOMERY DAVID A. JR. | Director | A-Award | A | Common Stock | 1,149 | 21.77 | 25.0K | 13,252 | — | ↗ |
| 2024-04-25 | MOCKLER PATRICK E. | Director | A-Award | A | Common Stock | 1,149 | 21.77 | 25.0K | 18,047 | — | ↗ |
| 2024-04-25 | MCLINDON ANDREW D. | Director | A-Award | A | Common Stock | 1,149 | 21.77 | 25.0K | 41,814 | — | ↗ |
| 2024-04-25 | MCCOLLISTER ROLFE H. JR. | Director | A-Award | A | Common Stock | 1,149 | 21.77 | 25.0K | 92,280 | — | ↗ |
| 2024-04-25 | Johnson Joseph Vernon | Director | A-Award | A | Common Stock | 1,149 | 21.77 | 25.0K | 228,531 | — | ↗ |
| 2024-04-25 | Folse Mark P. | Director | A-Award | A | Common Stock | 1,149 | 21.77 | 25.0K | 113,286 | — | ↗ |
| 2024-04-25 | Ducrest John P. | Director | A-Award | A | Common Stock | 1,149 | 21.77 | 25.0K | 11,491 | — | ↗ |
| 2024-04-25 | Day Rick D. | Director | A-Award | A | Common Stock | 1,149 | 21.77 | 25.0K | 260,985 | — | ↗ |
| 2024-04-25 | Calkins Carol | Director | A-Award | A | Common Stock | 1,149 | 21.77 | 25.0K | 5,892 | — | ↗ |
| 2024-04-25 | Buquet James J. III | Director | A-Award | A | Common Stock | 1,149 | 21.77 | 25.0K | 45,687 | — | ↗ |
| 2024-04-12 | JORDAN PHILIP | Officer | M-Exempt | A | COMMON STOCK | 7,500 | 17.11 | 128.3K | 83,436 | — | ↗ |
| 2024-04-03 | LEHMAN KENNETH R | 10% Owner | — | D | Warrants (right to buy) | 10,000,000 | 2.50 | 25.00M | 0 | — | ↗ |
| 2024-03-31 | Vascocu Norman Jerome Jr | Officer | F-InKind | D | COMMON STOCK | 2,554 | 22.28 | 56.9K | 24,888 | — | ↗ |
| 2024-03-31 | Strong Saundra | Officer | F-InKind | D | COMMON STOCK | 1,940 | 22.28 | 43.2K | 17,575 | — | ↗ |
| 2024-03-31 | ROBERTSON GREG | Officer | F-InKind | D | COMMON STOCK | 3,438 | 22.28 | 76.6K | 72,755 | — | ↗ |
| 2024-03-31 | McDonald Warren | Officer | F-InKind | D | COMMON STOCK | 2,179 | 22.28 | 48.5K | 22,127 | — | ↗ |
| 2024-03-31 | Manning Kathryn | Officer | F-InKind | D | COMMON STOCK | 1,719 | 22.28 | 38.3K | 17,892 | — | ↗ |
| 2024-03-31 | MELVILLE DAVID R. III | Director / Officer | F-InKind | D | COMMON STOCK | 11,258 | 22.28 | 250.8K | 241,639 | — | ↗ |
| 2024-03-31 | MANSFIELD KEITH | Officer | F-InKind | D | COMMON STOCK | 3,438 | 22.28 | 76.6K | 71,897 | — | ↗ |
| 2024-03-31 | Jackson Jesse | Officer | F-InKind | D | COMMON STOCK | 2,629 | 22.28 | 58.6K | 26,338 | — | ↗ |
| 2024-03-31 | JORDAN PHILIP | Officer | F-InKind | D | COMMON STOCK | 3,438 | 22.28 | 76.6K | 75,936 | — | ↗ |
| 2024-03-11 | McDonald Warren | Officer | S-Sale | D | COMMON STOCK | 7,000 | 22.37 | 156.6K | 24,306 | — | ↗ |
| 2024-02-01 | Vascocu Norman Jerome Jr | Officer | A-Award | A | COMMON STOCK | 11,108 | 22.48 | 249.7K | 28,159 | — | ↗ |
| 2024-02-01 | Strong Saundra | Officer | A-Award | A | COMMON STOCK | 8,034 | 22.48 | 180.6K | 19,515 | — | ↗ |
| 2024-02-01 | ROBERTSON GREG | Officer | A-Award | A | COMMON STOCK | 11,108 | 22.48 | 249.7K | 76,193 | — | ↗ |
| 2024-02-01 | McDonald Warren | Officer | A-Award | A | COMMON STOCK | 8,034 | 22.48 | 180.6K | 29,517 | — | ↗ |
| 2024-02-01 | Manning Kathryn | Officer | A-Award | A | COMMON STOCK | 7,268 | 22.48 | 163.4K | 19,611 | — | ↗ |
| 2024-02-01 | MELVILLE DAVID R. III | Director / Officer | A-Award | A | COMMON STOCK | 29,715 | 22.67 | 673.6K | 252,897 | — | ↗ |
| 2024-02-01 | MANSFIELD KEITH | Officer | A-Award | A | COMMON STOCK | 11,108 | 22.48 | 249.7K | 75,335 | — | ↗ |
| 2024-02-01 | Jackson Jesse | Officer | A-Award | A | COMMON STOCK | 9,550 | 22.48 | 214.7K | 28,967 | — | ↗ |
| 2024-02-01 | JORDAN PHILIP | Officer | A-Award | A | COMMON STOCK | 11,108 | 22.48 | 249.7K | 79,374 | — | ↗ |
| 2024-01-18 | Quirk Aimee M | Director | A-Award | A | COMMON STOCK | 368 | 22.67 | 8.3K | 368 | — | ↗ |
| 2024-01-03 | ROBERTSON GREG | Officer | M-Exempt | A | COMMON STOCK | 15,000 | 17.11 | 256.7K | 75,501 | — | ↗ |
| 2023-12-19 | Quirk Aimee M | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-12 | MCCOLLISTER ROLFE H. JR. | Director | G-Gift | D | COMMON STOCK | 1,180 | 0.00 | — | 91,131 | — | ↗ |
| 2023-11-30 | Ducrest John P. | Director | P-Purchase | A | COMMON STOCK | 60 | 20.33 | 1.2K | 10,342 | — | ↗ |
| 2023-11-21 | Vascocu Norman Jerome Jr | Officer | A-Award | A | COMMON STOCK | 2,442 | 20.48 | 50.0K | 17,051 | — | ↗ |
| 2023-11-16 | Buquet James J. III | Director | S-Sale | D | COMMON STOCK | 38,000 | 21.03 | 799.1K | 44,538 | — | ↗ |
| 2023-11-15 | Folse Mark P. | Director | S-Sale | D | Common Stock | 5,000 | 21.68 | 108.4K | 112,137 | — | ↗ |
| 2023-11-14 | Folse Mark P. | Director | S-Sale | D | Common Stock | 20,000 | 20.99 | 419.8K | 117,137 | — | ↗ |
| 2023-09-25 | Buquet James J. III | Director | J-Other | D | COMMON STOCK | 4,000 | 0.00 | — | 0 | — | ↗ |
| 2023-08-31 | Ducrest John P. | Director | P-Purchase | A | COMMON STOCK | 52 | 20.11 | 1.0K | 10,227 | — | ↗ |
| 2023-08-31 | Day Rick D. | Director | P-Purchase | A | COMMON STOCK | 1,500 | 20.43 | 30.6K | 259,836 | — | ↗ |
| 2023-08-09 | Jackson Jesse | Officer | S-Sale | D | COMMON STOCK | 3,000 | 20.87 | 62.6K | 19,417 | — | ↗ |
| 2023-05-31 | Ducrest John P. | Director | P-Purchase | A | COMMON STOCK | 59 | 15.01 | 888.89 | 10,175 | — | ↗ |
| 2023-05-31 | Day Rick D. | Director | P-Purchase | A | COMMON STOCK | 2,000 | 14.60 | 29.2K | 258,336 | — | ↗ |
| 2023-05-16 | Manning Kathryn | Officer | P-Purchase | A | COMMON STOCK | 1,400 | 14.34 | 20.1K | 12,343 | — | ↗ |
| 2023-05-11 | ROBERTSON GREG | Officer | P-Purchase | A | Common Stock | 6,775 | 14.10 | 95.5K | 60,501 | — | ↗ |
| 2023-05-11 | Ducrest John P. | Director | P-Purchase | A | Common Stock | 6,036 | 14.10 | 85.1K | 6,036 | — | ↗ |
| 2023-05-10 | PRICE ARTHUR | Director | P-Purchase | A | COMMON STOCK | 750 | 13.99 | 10.5K | 9,515 | — | ↗ |
| 2023-05-10 | MELVILLE DAVID R. III | Director / Officer | I-Discretionary | A | COMMON STOCK | 5,045 | 13.98 | 70.5K | 223,182 | — | ↗ |
| 2023-05-09 | WHITE STEVEN GERARD | Director | P-Purchase | A | COMMON STOCK | 1,500 | 14.44 | 21.7K | 12,765 | — | ↗ |
| 2023-05-08 | WHITE STEVEN GERARD | Director | A-Award | A | COMMON STOCK | 1,584 | 15.78 | 25.0K | 11,265 | — | ↗ |
| 2023-05-08 | Tillage Keith Alexis | Director | A-Award | A | COMMON STOCK | 1,584 | 15.78 | 25.0K | 4,244 | — | ↗ |
| 2023-05-08 | SMITH KENNETH W. | Director | A-Award | A | COMMON STOCK | 1,584 | 15.78 | 25.0K | 50,915 | — | ↗ |
| 2023-05-08 | PRICE ARTHUR | Director | A-Award | A | COMMON STOCK | 1,584 | 15.78 | 25.0K | 8,765 | — | ↗ |
| 2023-05-08 | MONTGOMERY DAVID A. JR. | Director | A-Award | A | COMMON STOCK | 1,584 | 15.78 | 25.0K | 12,103 | — | ↗ |
| 2023-05-08 | MOCKLER PATRICK E. | Director | A-Award | A | COMMON STOCK | 1,584 | 15.78 | 25.0K | 16,898 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | David R. Melville, III Chairman, President, and Chief Executive Officer | 801.5K | — | 864.5K | — | 666.6K | 250.2K | 2.58M | 33.47% | ↗ |
| 2 | 2025 | Norman "Jerry" Vascocu President of the Bank | 489.5K | 50.0K | 477.0K | — | 289.4K | 153.4K | 1.41M | 33.85% | ↗ |
| 3 | 2025 | Gregory Robertson Executive Vice President and Chief Financial Officer | 434.0K | — | 309.8K | — | 219.6K | 83.7K | 1.05M | 29.58% | ↗ |
| 4 | 2025 | Philip Jordan Executive Vice President and Chief Banking Officer | 432.5K | — | 309.8K | — | 200.5K | 96.0K | 1.04M | 29.82% | ↗ |
| 5 | 2025 | Keith Mansfield Executive Vice President and Chief Operating Officer | 434.0K | — | 309.8K | — | 219.6K | 65.3K | 1.03M | 30.11% | ↗ |
| 6 | 2024 | David R. Melville, III President and Chief Executive Officer | 740.3K | — | 1.51M | — | 657.9K | 206.1K | 3.12M | 48.53% | ↗ |
| 7 | 2024 | David R. Melville, III Chairman, President, and Chief Executive Officer | 740.3K | — | 1.51M | — | 657.9K | 206.1K | 3.12M | 48.53% | ↗ |
| 8 | 2024 | Norman "Jerry" Vascocu President of the Bank | 448.7K | 50.0K | 732.2K | — | 319.1K | 121.2K | 1.67M | 43.81% | ↗ |
| 9 | 2024 | Philip Jordan Executive Vice President and Chief Banking Officer | 408.5K | — | 563.2K | — | 221.9K | 93.9K | 1.29M | 43.75% | ↗ |
| 10 | 2024 | Gregory Robertson Executive Vice President and Chief Financial Officer | 408.5K | — | 563.2K | — | 221.9K | 75.6K | 1.27M | 44.38% | ↗ |
| 11 | 2024 | Keith Mansfield Executive Vice President and Chief Operating Officer | 408.5K | — | 563.2K | — | 221.9K | 58.8K | 1.25M | 44.97% | ↗ |
| 12 | 2023 | David R. Melville, III Chairman, President, and Chief Executive Officer | 690.0K | — | 945.1K | — | 543.4K | 373.3K | 2.40M | 39.42% | ↗ |
| 13 | 2023 | David R. Melville, III President and Chief Executive Officer | 690.0K | — | 945.1K | — | 543.4K | 218.9K | 2.24M | 42.14% | ↗ |
| 14 | 2023 | Norman "Jerry" Vascocu President of the Bank | 376.1K | 50.0K | 385.5K | — | 201.6K | 114.5K | 1.09M | 35.42% | ↗ |
| 15 | 2023 | Jerry Vascocu | 376.1K | 50.0K | 385.5K | — | 201.6K | 75.0K | 1.09M | 35.42% | ↗ |
| 16 | 2023 | Philip Jordan Executive Vice President and Chief Banking Officer | 377.0K | — | 335.5K | — | 201.6K | 135.5K | 1.01M | 33.29% | ↗ |
| 17 | 2023 | Gregory Robertson Executive Vice President and Chief Financial Officer | 377.0K | — | 335.5K | — | 201.6K | 111.6K | 987.0K | 33.99% | ↗ |
| 18 | 2023 | Keith Mansfield Executive Vice President and Chief Operating Officer | 377.0K | — | 335.5K | — | 201.6K | 79.5K | 968.6K | 34.64% | ↗ |
| 19 | 2023 | Keith Mansfield Executive Vice President and Chief Operations Officer | 377.0K | — | 335.5K | — | 201.6K | 54.5K | 968.6K | 34.64% | ↗ |
| 20 | 2022 | David R. (“Jude”) Melville, III President and Chief Executive Officer | 662.5K | — | 945.1K | — | 658.1K | 255.3K | 2.52M | 37.49% | ↗ |
| 21 | 2022 | David R. Melville, III President and Chief Executive Officer | 662.5K | — | 676.5K | — | 658.1K | 255.3K | 2.11M | 32.09% | ↗ |
| 22 | 2022 | Philip Jordan Executive Vice President and Chief Banking Officer | 362.6K | — | 256.5K | — | 217.2K | 118.8K | 919.0K | 27.91% | ↗ |
| 23 | 2022 | Keith Mansfield Executive Vice President and Chief Operations Officer | 350.0K | — | 256.5K | — | 217.2K | 60.1K | 883.8K | 29.02% | ↗ |
| 24 | 2022 | Gregory Robertson Executive Vice President and Chief Financial Officer | 350.0K | — | 256.5K | — | 217.2K | 76.6K | 865.0K | 29.65% | ↗ |
| 25 | 2022 | Keith Mansfield Executive Vice President and Chief Operating Officer | 350.0K | — | 256.5K | — | 217.2K | 60.1K | 861.2K | 29.78% | ↗ |
| 26 | 2022 | Saundra Strong General Counsel and Secretary | 284.6K | — | 250.2K | — | 157.5K | 28.0K | 720.3K | 34.73% | ↗ |
| 27 | 2021 | David R. (“Jude”) Melville, III President and Chief Executive Officer | 612.5K | 13.8K | 676.5K | — | 536.3K | 186.5K | 2.03M | 33.40% | ↗ |
| 28 | 2021 | David R. Melville, III President and Chief Executive Officer | 612.5K | 13.8K | 578.2K | — | 536.3K | 186.5K | 1.93M | 30.00% | ↗ |
| 29 | 2021 | Mark Folse Executive Vice President and Chief Risk Officer | 356.6K | 300.0K | 276.2K | — | — | 32.1K | 964.9K | 28.63% | ↗ |
| 30 | 2021 | Mark Folse Former Executive Vice President and Chief Risk Officer | 356.6K | 300.0K | 276.2K | — | — | 32.1K | 964.9K | 28.63% | ↗ |
| 31 | 2021 | Philip Jordan Executive Vice President and Chief Banking Officer | 348.1K | 25.0K | 222.9K | — | 202.8K | 68.2K | 866.9K | 25.71% | ↗ |
| 32 | 2021 | Gregory Robertson Executive Vice President and Chief Financial Officer | 320.5K | 25.0K | 222.9K | — | 202.8K | 68.2K | 839.3K | 26.55% | ↗ |
| 33 | 2021 | Keith Mansfield Executive Vice President and Chief Operations Officer | 320.5K | 25.0K | 222.9K | — | 202.8K | 52.3K | 823.5K | 27.06% | ↗ |
| 34 | 2020 | Mark Folse Executive Vice President and Chief Risk Officer | 222.8K | 300.0K | — | — | — | 2.65M | 3.17M | 0.00% | ↗ |
| 35 | 2020 | Mark Folse Former Executive Vice President and Chief Risk Officer | 222.8K | 300.0K | — | — | — | 2.65M | 3.17M | 0.00% | ↗ |
| 36 | 2020 | David R. (“Jude”) Melville, III President and Chief Executive Officer | 537.5K | — | 578.2K | — | 474.4K | 154.6K | 1.74M | 33.14% | ↗ |
| 37 | 2020 | Philip Jordan Executive Vice President and Chief Banking Officer | 315.7K | — | 222.9K | — | 181.8K | 60.7K | 781.0K | 28.53% | ↗ |
| 38 | 2020 | Gregory Robertson Executive Vice President and Chief Financial Officer | 288.1K | — | 222.9K | — | 181.8K | 33.9K | 726.6K | 30.67% | ↗ |
| 39 | 2020 | Keith Mansfield Executive Vice President and Chief Operations Officer | 288.1K | — | 222.9K | — | 181.8K | 33.9K | 726.6K | 30.67% | ↗ |
| 40 | 2019 | David R. (“Jude”) Melville, III President and Chief Executive Officer | 490.0K | — | 339.5K | — | 325.0K | 140.2K | 1.29M | 26.22% | ↗ |
| 41 | 2019 | Philip Jordan Executive Vice President and Chief Banking Officer | 283.0K | — | 136.4K | — | 122.9K | 55.6K | 597.9K | 22.81% | ↗ |
| 42 | 2019 | Gregory Robertson Executive Vice President and Chief Financial Officer | 269.2K | — | 136.4K | — | 122.9K | 36.6K | 565.1K | 24.13% | ↗ |
| 43 | 2019 | Keith Mansfield Executive Vice President and Chief Operations Officer | 269.2K | — | 136.4K | — | 122.9K | 34.8K | 563.3K | 24.21% | ↗ |
| 44 | 2018 | David R. (“Jude”) Melville, III President and Chief Executive Officer | 460.0K | — | 240.0K | — | 300.0K | 141.9K | 1.14M | 21.02% | ↗ |
| 45 | 2018 | Philip Jordan Executive Vice President and Chief Banking Officer | 261.4K | — | 99.5K | — | 119.4K | 56.0K | 536.2K | 18.55% | ↗ |
| 46 | 2018 | Gregory Robertson Executive Vice President and Chief Financial Officer | 261.4K | — | 99.5K | — | 119.4K | 35.1K | 515.3K | 19.31% | ↗ |
| 47 | 2017 | David R. (“Jude”) Melville, III President and Chief Executive Officer | 415.8K | — | 4.00 | — | 6.00 | 42.8K | 802.4K | 0.00% | ↗ |
| 48 | 2017 | Gregory Robertson Executive Vice President and Chief Financial Officer | 253.8K | — | 4.00 | — | 6.00 | 35.8K | 405.4K | 0.00% | ↗ |
| 49 | 2017 | Philip Jordan Executive Vice President and Chief Banking Officer | 245.0K | — | 4.00 | — | 6.00 | 35.7K | 391.8K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| David R. Melville | Chairman, President & Chief Executive Officer | 2M | male |
| Norman Jerome Vascocu Jr. | President of b1BANK | 938.2K | male |
| Heather Gatte Roemer | Executive Vice President & Chief Administrative Officer | 702.7K | female |
| Gregory Robertson | Executive Vice President, Chief Financial Officer & Treasurer | 690.8K | male |
| Keith Mansfield | Executive Vice President & Chief Operating Officer | 688.5K | male |
| Philip Jordan | Executive Vice President & Chief Banking Officer | 675.6K | male |
| Saundra Strong | Executive Vice President, General Counsel & Corporate Secretary | 470.1K | female |
| Donald Chad Carter | Executive Vice President & Correspondent Banking | — | — |
| Kathryn Manning | Executive Vice President & Chief Risk Officer | — | female |
| Senna Bayasgalan | Chief Marketing Officer | — | female |
| Warren McDonald | Executive Vice President & Chief Credit Officer | — | male |
| Whitney Dees | Assistant Secretary | — | — |
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Community Opinion for BFST
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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