Princeton Bancorp Inc. (BPRN)
Princeton, NJ, US
Princeton Bancorp, Inc. operates as a bank holding company. It is a full-service financial institution that provides business and personal banking. It offers traditional retail banking services, one-to-four-family residential mortgage loans, multi-family and commercial mortgage loans, construction loans, commercial business loans, and consumer loans, including home equity loans and lines of credit. The company was founded in 2017 and is headquartered in Princeton, NJ.
Based on only 1 article — low confidence
- This is Why Princeton Bancorp (BPRN) is a Great Dividend Stock Zacks Investment Research
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| Cornerstone Financial Corporation | CFIC | 2024-04-12 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.44% | +1.44% | +0.75% | +6.09% | +4.80% | +3.89% | +15.11% | +45.62% | +22.34% | +27.58% | +27.58% |
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 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 1 |
34.00
-12.3%
|
-
Revenue growth+6.0% Q1'26: -5.5% (vs Q1'25)
-
EPS growth+74.8% Q1'26: +18.2% (vs Q1'25)
-
FCF margin— Q1'26: +14.7% (vs Q1'25)
-
EBIT margin— Q1'26: +24.0% (vs Q1'25)
-
ROIC— Q1'26: +22.0% (vs Q1'25)
-
Share dilution+3.6% Q1'26: -2.2% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 0.66× (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 2 Rev. Ana. 2 EPS Ana. |
Dec 2027 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
56.49M
est: 44.50M (+26.9%)
|
63.10M
est: 45.40M (+39.0%)
|
66.48M
est: 53.20M (+25.0%)
|
73.94M
est: 66.20M (+11.7%)
|
78.95M
est: 73.00M (+8.1%)
|
105.40M
est: 71.92M (+46.6%)
|
131.10M
est: 75.84M (+72.9%)
|
138.99M
est: 86.08M (+61.5%)
|
88.34M
87.69M – 88.98M
+2.6% YoY
|
93.46M
92.24M – 94.66M
+5.8% YoY
|
| EBITDA |
18.35M
est: 32.26M (-43.1%)
|
13.58M
est: 36.99M (-63.3%)
|
19.18M
est: 27.07M (-29.2%)
|
31.14M
est: 34.61M (-10.0%)
|
36.10M
est: 37.03M (-2.5%)
|
32.31M
est: 21.15M (+52.8%)
|
15.10M
est: 22.30M (-32.3%)
|
23.68M
est: 25.32M (-6.5%)
|
25.98M
25.79M – 26.17M
+2.6% YoY
|
27.49M
27.13M – 27.84M
+5.8% YoY
|
| EBIT |
17.71M
est: 13.10M (+35.2%)
|
12.30M
est: 13.36M (-7.9%)
|
17.29M
est: 15.66M (+10.4%)
|
29.19M
est: 19.49M (+49.8%)
|
34.05M
est: 21.49M (+58.5%)
|
30.34M
est: 19.88M (+52.6%)
|
12.82M
est: 20.96M (-38.9%)
|
23.68M
est: 23.79M (-0.5%)
|
24.42M
24.24M – 24.60M
+2.6% YoY
|
25.83M
25.50M – 26.17M
+5.8% YoY
|
| Net Income |
14.71M
est: 14.97M (-1.8%)
|
10.14M
est: 10.85M (-6.6%)
|
13.81M
est: 11.72M (+17.8%)
|
22.49M
est: 20.55M (+9.4%)
|
26.49M
est: 22.78M (+16.3%)
|
25.77M
est: 24.28M (+6.1%)
|
10.24M
est: 20.49M (-50.0%)
|
18.61M
est: 18.83M (-1.2%)
|
24.87M
24.71M – 25.11M
+32.1% YoY
|
25.85M
25.15M – 26.78M
+3.9% YoY
|
| SGA |
15.29M
est: 17.98M (-14.9%)
|
15.74M
est: 22.83M (-31.1%)
|
17.25M
est: 17.16M (+0.5%)
|
18.49M
est: 20.41M (-9.4%)
|
21.95M
est: 22.57M (-2.7%)
|
24.78M
est: 14.45M (+71.5%)
|
27.81M
est: 15.23M (+82.6%)
|
4.03M
est: 17.29M (-76.7%)
|
17.75M
17.62M – 17.87M
+2.6% YoY
|
18.77M
18.53M – 19.02M
+5.8% YoY
|
| EPS |
2.22
est: 2.15 (+3.4%)
|
1.51
est: 1.54 (-2.2%)
|
2.04
est: 1.92 (+6.3%)
|
3.37
est: 3.22 (+4.6%)
|
4.19
est: 4.09 (+2.5%)
|
4.10
est: 3.54 (+15.8%)
|
1.57
est: 2.98 (-47.2%)
|
2.73
est: 2.75 (-0.7%)
|
3.63
3.60 – 3.66
+32.0% YoY
|
3.79
3.67 – 3.90
+4.3% YoY
|
| 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 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-13 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-12 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-11 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-08 | B- | 2/5 | 3/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-07 | B- | 2/5 | 3/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-06 | B- | 2/5 | 3/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-05 | B- | 2/5 | 3/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-04 | B- | 2/5 | 3/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-01 | B | 3/5 | 3/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-30 | B | 3/5 | 3/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 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 | 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
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 570.5K +8.7K (+1.6%) | 19.79M +1.9M (+10.6%) | 8.35% +0.197 pp | 0.01% +0.001 pp | USD32.01 +8.4% | 12 qtrs — |
| 2 | BLACKROCK, INC. | 369.9K +6.1K (+1.7%) | 12.83M +1.2M (+10.8%) | 5.42% +0.134 pp | 0.00% +0.000 pp | USD36.51 -5.0% | 6 qtrs — |
| 3 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 310.0K -29.4K (-8.7%) | 10.76M -51.5K (-0.5%) | 4.58% -0.346 pp | 0.25% -0.009 pp | USD32.28 +7.5% | 12 qtrs — |
| 4 | VANGUARD GROUP INC | 309.1K +3.9K (+1.3%) | 10.72M +1.0M (+10.3%) | 4.53% +0.095 pp | 0.00% +0.000 pp | USD31.59 +9.8% | 12 qtrs — |
| 5 | BANC FUNDS CO LLC | 153.9K +— (+0.0%) | 5.34M +438.7K (+9.0%) | 2.28% +0.040 pp | 1.06% +0.200 pp | USD32.10 +8.1% | 13 qtrs — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 149.1K +4.3K (+3.0%) | 5.17M +563.7K (+12.2%) | 2.18% +0.081 pp | 0.00% +0.000 pp | USD32.00 +8.4% | 12 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 127.6K +659.0 (+0.5%) | 4.43M +384.7K (+9.5%) | 1.87% +0.025 pp | 0.00% +0.000 pp | USD30.65 +13.2% | 12 qtrs — |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 84.3K -7.8K (-8.4%) | 2.93M -6.7K (-0.2%) | 1.24% -0.102 pp | 0.06% -0.001 pp | USD31.82 +9.0% | 12 qtrs — |
| 9 | ACADIAN ASSET MANAGEMENT LLC | 81.1K -2.8K (-3.3%) | 2.81M +141.0K (+5.3%) | 1.20% -0.020 pp | 0.00% +0.000 pp | USD32.26 +7.5% | 12 qtrs — |
| 10 | STATE STREET CORP | 72.3K -99.0 (-0.1%) | 2.51M +202.8K (+8.8%) | 1.06% +0.008 pp | 0.00% +0.000 pp | USD29.38 +18.1% | 12 qtrs — |
| 11 | ROUNDVIEW CAPITAL LLC | 61.9K +105.0 (+0.2%) | 2.15M +179.7K (+9.1%) | 0.92% +0.018 pp | 0.13% +0.008 pp | USD31.43 +10.4% | 12 qtrs — |
| 12 | ROYCE & ASSOCIATES LP | 61.0K -19.4K (-24.1%) | 2.12M -442.2K (-17.3%) | 0.90% -0.265 pp | 0.02% -0.004 pp | USD31.50 +10.1% | 13 qtrs — |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 43.4K -2.0K (-4.4%) | 1.51M +60.1K (+4.2%) | 0.64% -0.024 pp | 0.00% +0.000 pp | USD32.57 +6.5% | 12 qtrs — |
| 14 | FIRST MANHATTAN CO. LLC. | 43.0K +7.5K (+21.1%) | 1.49M +361.3K (+32.0%) | 0.63% +0.114 pp | 0.00% +0.001 pp | USD31.86 +8.9% | 12 qtrs — |
| 15 | PRIVATE WEALTH MANAGEMENT GROUP, LLC | 39.1K -1.4K (-3.4%) | 1.36M +67.9K (+5.3%) | 0.58% -0.010 pp | 0.36% +0.008 pp | USD35.90 -3.4% | 9 qtrs — |
| 16 | FOURTHSTONE LLC | 37.8K +10.2K (+36.8%) | 1.31M +431.6K (+49.1%) | 0.56% +0.158 pp | 0.25% +0.088 pp | USD31.91 +8.7% | 4 qtrs — |
| 17 | NORTHERN TRUST CORP | 37.3K -978.0 (-2.6%) | 1.29M +75.2K (+6.2%) | 0.55% -0.005 pp | 0.00% +0.000 pp | USD29.31 +18.4% | 12 qtrs — |
| 18 | EMPOWERED FUNDS, LLC | 34.0K +— (+0.0%) | 1.18M +96.8K (+9.0%) | 0.50% +0.004 pp | 0.01% -0.002 pp | USD29.21 +18.8% | 11 qtrs — |
| 19 | BANK OF NEW YORK MELLON CORP | 31.3K +10.2K (+48.2%) | 1.09M +413.5K (+61.4%) | 0.46% +0.156 pp | 0.00% +0.000 pp | USD31.62 +9.7% | 12 qtrs — |
| 20 | GLENMEDE TRUST CO NA | 26.1K +26.1K (+100.0%) | 904.3K +904.3K (+100.0%) | 0.38% +0.382 pp | 0.00% +0.004 pp | USD34.69 +0.0% | 1 qtrs NEW |
| 21 | LSV ASSET MANAGEMENT | 24.8K +— (+0.0%) | 860.0K +70.0K (+8.9%) | 0.36% +0.003 pp | 0.00% +0.000 pp | USD31.94 +8.6% | 12 qtrs — |
| 22 | SEQUOIA FINANCIAL ADVISORS, LLC | 18.1K -1.6K (-8.0%) | 627.8K +1.6K (+0.3%) | 0.27% -0.018 pp | 0.00% 0.000 pp | USD34.43 +0.8% | 5 qtrs — |
| 23 | BROWN ADVISORY INC | 16.8K +— (+0.0%) | 581.1K +47.7K (+9.0%) | 0.25% +0.002 pp | 0.00% +0.000 pp | USD30.81 +12.6% | 8 qtrs — |
| 24 | MORGAN STANLEY | 15.8K +6.0K (+61.9%) | 548.2K +237.4K (+76.4%) | 0.23% +0.090 pp | 0.00% +0.000 pp | USD34.40 +0.8% | 12 qtrs — |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14.1K -1.0K (-6.6%) | 488.1K +8.2K (+1.7%) | 0.21% -0.011 pp | 0.00% +0.000 pp | USD28.08 +23.5% | 11 qtrs — |
| 26 | MILLENNIUM MANAGEMENT LLC | 13.8K +4.9K (+54.6%) | 478.0K +194.3K (+68.5%) | 0.20% +0.072 pp | 0.00% +0.000 pp | USD32.01 +8.4% | 3 qtrs — |
| 27 | BARCLAYS PLC | 12.6K +6.0K (+91.7%) | 438.7K +194.7K (+79.8%) | 0.19% +0.089 pp | 0.00% +0.000 pp | USD34.39 +0.9% | 9 qtrs — |
| 28 | AQR CAPITAL MANAGEMENT LLC | 12.6K +3.8K (+43.1%) | 436.3K +156.5K (+55.9%) | 0.19% +0.058 pp | 0.00% +0.000 pp | USD32.70 +6.1% | 2 qtrs — |
| 29 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 12.3K -1.3K (-9.3%) | 427.3K -5.1K (-1.2%) | 0.18% -0.015 pp | 0.00% 0.000 pp | USD34.93 -0.7% | 6 qtrs — |
| 30 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11.0K +112.0 (+1.0%) | 381.0K +35.0K (+10.1%) | 0.16% +0.003 pp | 0.00% +0.000 pp | USD31.82 +9.0% | 12 qtrs — |
| 31 | COLONY GROUP, LLC | 10.0K +20.0 (+0.2%) | 348.3K +29.3K (+9.2%) | 0.15% +0.002 pp | 0.00% 0.000 pp | USD31.85 +8.9% | 5 qtrs — |
| 32 | STRS OHIO | 9.6K +9.0K (+1,500.0%) | 333.0K +313.9K (+1,643.2%) | 0.14% +0.133 pp | 0.00% +0.001 pp | USD34.51 +0.5% | 2 qtrs — |
| 33 | GSA CAPITAL PARTNERS LLP | 8.9K +1.7K (+22.7%) | 310.0K +78.0K (+33.6%) | 0.13% +0.025 pp | 0.03% +0.007 pp | USD32.37 +7.2% | 2 qtrs — |
| 34 | COMMONWEALTH EQUITY SERVICES, LLC | 8.5K +49.0 (+0.6%) | 295.6K +25.6K (+9.5%) | 0.12% +0.002 pp | 0.00% +0.000 pp | USD30.39 +14.1% | 8 qtrs — |
| 35 | FARTHER FINANCE ADVISORS, LLC | 8.1K +8.1K (+100.0%) | 282.0K +282.0K (+100.0%) | 0.12% +0.119 pp | 0.00% +0.003 pp | USD34.69 +0.0% | 1 qtrs NEW |
| 36 | PRINCETON CAPITAL MANAGEMENT LLC | 7.8K +— (+0.0%) | 271.0K +22.3K (+9.0%) | 0.11% +0.001 pp | 0.07% +0.003 pp | USD31.84 +9.0% | 2 qtrs — |
| 37 | NUVEEN, LLC | 7.5K +— (+0.0%) | 260.3K +21.4K (+9.0%) | 0.11% +0.001 pp | 0.00% +0.000 pp | USD30.55 +13.6% | 4 qtrs — |
| 38 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7.5K +— (+0.0%) | 258.8K +21.3K (+9.0%) | 0.11% +0.001 pp | 0.00% +0.000 pp | USD30.35 +14.3% | 8 qtrs — |
| 39 | BANK OF AMERICA CORP /DE/ | 7.0K +4.7K (+199.7%) | 243.0K +168.6K (+226.5%) | 0.10% +0.069 pp | 0.00% +0.000 pp | USD34.26 +1.3% | 12 qtrs — |
| 40 | PRINCETON GLOBAL ASSET MANAGEMENT LLC | 7.0K -400.0 (-5.4%) | 242.6K +7.2K (+3.1%) | 0.10% -0.004 pp | 0.04% +0.000 pp | USD30.55 +13.6% | 4 qtrs — |
| 41 | SILVEROAK WEALTH MANAGEMENT LLC | 6.3K -300.0 (-4.5%) | 218.7K +8.4K (+4.0%) | 0.09% -0.003 pp | 0.03% -0.001 pp | USD30.54 +13.6% | 3 qtrs — |
| 42 | QUADRATURE CAPITAL LTD | 6.1K +6.1K (+100.0%) | 211.1K +211.1K (+100.0%) | 0.09% +0.089 pp | 0.00% +0.002 pp | USD34.69 +0.0% | 1 qtrs NEW |
| 43 | JANE STREET GROUP, LLC | 6.0K -2.7K (-31.0%) | 207.3K -68.6K (-24.9%) | 0.09% -0.038 pp | 0.00% +0.000 pp | USD31.84 +9.0% | 2 qtrs — |
| 44 | WELLS FARGO & COMPANY/MN | 5.9K +2.0K (+50.1%) | 203.1K +78.9K (+63.5%) | 0.09% +0.029 pp | 0.00% +0.000 pp | USD32.33 +7.3% | 12 qtrs — |
| 45 | JPMORGAN CHASE & CO | 5.3K -1.5K (-22.2%) | 185.1K -33.4K (-15.3%) | 0.08% -0.022 pp | 0.00% +0.000 pp | USD34.36 +1.0% | 12 qtrs — |
| 46 | RHUMBLINE ADVISERS | 4.3K -1.3K (-23.3%) | 147.4K -29.0K (-16.4%) | 0.06% -0.018 pp | 0.00% +0.000 pp | USD27.88 +24.4% | 11 qtrs — |
| 47 | UBS GROUP AG | 3.4K -1.6K (-32.4%) | 116.7K -41.7K (-26.3%) | 0.05% -0.023 pp | 0.00% +0.000 pp | USD33.99 +2.1% | 12 qtrs — |
| 48 | METLIFE INVESTMENT MANAGEMENT, LLC | 3.1K +— (+0.0%) | 105.8K +8.7K (+9.0%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD27.80 +24.8% | 11 qtrs — |
| 49 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.4K -69.0 (-2.8%) | 83.4K +4.7K (+5.9%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD32.28 +7.5% | 7 qtrs — |
| 50 | ROYAL BANK OF CANADA | 1.8K +106.0 (+6.3%) | 62.0K +8.0K (+14.8%) | 0.03% +0.002 pp | 0.00% +0.000 pp | USD31.85 +8.9% | 12 qtrs — |
| 51 | NEW YORK STATE COMMON RETIREMENT FUND | 1.7K -1.8K (-50.8%) | 60.5K -52.3K (-46.4%) | 0.03% -0.026 pp | 0.00% 0.000 pp | USD27.34 +26.9% | 11 qtrs — |
| 52 | PNC FINANCIAL SERVICES GROUP, INC. | 1.5K +10.0 (+0.7%) | 53.4K +4.7K (+9.7%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD31.65 +9.6% | 12 qtrs — |
| 53 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 1.2K +— (+0.0%) | 43.0K +3.5K (+9.0%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD30.54 +13.6% | 3 qtrs — |
| 54 | CWM, LLC | 744.00 +187.0 (+33.6%) | 26.0K +8.0K (+44.4%) | 0.01% +0.003 pp | 0.00% +0.000 pp | USD32.68 +6.2% | 7 qtrs — |
| 55 | RUSSELL INVESTMENTS GROUP, LTD. | 582.00 +125.0 (+27.4%) | 20.2K +5.6K (+38.7%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD32.45 +6.9% | 6 qtrs — |
| 56 | LEGAL & GENERAL GROUP PLC | 470.00 +— (+0.0%) | 16.3K +1.3K (+8.9%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD27.32 +27.0% | 11 qtrs — |
| 57 | FMR LLC | 425.00 -33.0 (-7.2%) | 14.7K +161.0 (+1.1%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD31.39 +10.5% | 12 qtrs — |
| 58 | AMERITAS INVESTMENT PARTNERS, INC. | 420.00 +— (+0.0%) | 14.6K +1.2K (+9.0%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD27.32 +27.0% | 11 qtrs — |
| 59 | TOWER RESEARCH CAPITAL LLC (TRC) | 334.00 -23.0 (-6.4%) | 11.6K +219.0 (+1.9%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD31.05 +11.7% | 12 qtrs — |
| 60 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 320.00 -107.0 (-25.1%) | 11.1K -2.5K (-18.4%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD28.31 +22.5% | 11 qtrs — |
| 61 | STERLING CAPITAL MANAGEMENT LLC | 269.00 -49.0 (-15.4%) | 9.3K -793.0 (-7.8%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD32.42 +7.0% | 6 qtrs — |
| 62 | GAMMA INVESTING LLC | 186.00 +152.0 (+447.1%) | 6.5K +5.4K (+495.8%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD33.98 +2.1% | 3 qtrs — |
| 63 | AMALGAMATED BANK | 164.00 -7.0 (-4.1%) | 6.0K +1.0K (+20.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD27.31 +27.0% | 11 qtrs — |
| 64 | CITIGROUP INC | 131.00 -316.0 (-70.7%) | 4.5K -9.7K (-68.1%) | 0.00% -0.005 pp | 0.00% +0.000 pp | USD35.91 -3.4% | 12 qtrs — |
| 65 | BROWN BROTHERS HARRIMAN & CO | 125.00 +125.0 (+100.0%) | 4.3K +4.3K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD34.69 +0.0% | 1 qtrs NEW |
| 66 | OPTIVER HOLDING B.V. | 94.00 +— (+0.0%) | 3.3K +268.0 (+9.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD31.83 +9.0% | 2 qtrs — |
| 67 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 87.00 +87.0 (+100.0%) | 3.0K +3.0K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD34.69 +0.0% | 1 qtrs NEW |
| 68 | IFP ADVISORS, INC | 36.00 +14.0 (+63.6%) | 1.2K +549.0 (+78.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD32.36 +7.2% | 3 qtrs — |
| 69 | EVERSOURCE WEALTH ADVISORS, LLC | 28.00 +9.0 (+47.4%) | 971.00 +366.0 (+60.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD32.46 +6.9% | 4 qtrs — |
| 70 | COMERICA BANK | 18.00 +— (+0.0%) | 637.00 +52.0 (+8.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD29.11 +19.2% | 10 qtrs — |
| 71 | NISA INVESTMENT ADVISORS, LLC | 13.00 -4.0 (-23.5%) | 451.00 -90.0 (-16.6%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD28.31 +22.5% | 11 qtrs — |
| 72 | ALLWORTH FINANCIAL LP | 10.00 +2.0 (+25.0%) | 347.00 +92.0 (+36.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD32.10 +8.1% | 3 qtrs — |
| 73 | SBI SECURITIES CO., LTD. | 3.00 +— (+0.0%) | 104.00 +8.0 (+8.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD34.33 +1.0% | 5 qtrs — |
| 74 | ROTHSCHILD INVESTMENT LLC | 3.00 +3.0 (+100.0%) | 104.00 +104.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD34.67 +0.1% | 1 qtrs NEW |
| 75 | SUNBELT SECURITIES, INC. | 2.00 +— (+0.0%) | 69.00 +5.0 (+7.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD31.50 +10.1% | 2 qtrs — |
| 76 | TRUE WEALTH DESIGN, LLC | 1.00 -4.0 (-80.0%) | 35.00 -125.0 (-78.1%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD31.00 +11.9% | 4 qtrs — |
| 77 | SJS INVESTMENT CONSULTING INC. | 1.00 +1.0 (+100.0%) | 35.00 +35.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD34.00 +2.0% | 1 qtrs NEW |
| 78 | MAI CAPITAL MANAGEMENT | 1.00 +1.0 (+100.0%) | 35.00 +35.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD34.00 +2.0% | 1 qtrs NEW |
| 79 | CLEARSTEAD ADVISORS, LLC | — -2.0 (-100.0%) | — -64.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 80 | BRYN MAWR TRUST CO | — -6.0K (-100.0%) | — -191.0K (-100.0%) | 0.00% -0.087 pp | 0.00% -0.004 pp | USD— | 6 qtrs SOLD |
| 81 | DEUTSCHE BANK AG\ | — -5.2K (-100.0%) | — -165.2K (-100.0%) | 0.00% -0.075 pp | 0.00% 0.000 pp | USD— | 9 qtrs SOLD |
| 82 | GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | — -7.7K (-100.0%) | — -243.6K (-100.0%) | 0.00% -0.111 pp | 0.00% -0.041 pp | USD— | 5 qtrs SOLD |
| 83 | SRS CAPITAL ADVISORS, INC. | — -176.0 (-100.0%) | — -5.6K (-100.0%) | 0.00% -0.003 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS | 0.06% | 229.5K | 0.38% |
| 2 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.05% | 932.7K | 0.47% |
| 3 | iShares Micro-Cap ETF IWC | 0.05% | 686.9K | 0.60% |
| 4 | WisdomTree US Equity Income UCITS ETF - EUR Hedged Acc WTDY.DE | 0.02% | 30.7K | 0.35% |
| 5 | WisdomTree US Equity Income UCITS ETF DHSD.L | 0.02% | 27.0K | 0.29% |
| 6 | WisdomTree US Equity Income UCITS ETF - Acc DHSA.L | 0.02% | 27.0K | 0.29% |
| 7 | WisdomTree US Equity Income UCITS ETF - GBP Hedged Acc DHSG.L | 0.02% | 36.1K | 0.35% |
| 8 | iShares Russell 2000 Value ETF IWN | 0.01% | 1.94M | 0.24% |
| 9 | WisdomTree U.S. High Dividend Fund DHS | 0.01% | 192.1K | 0.38% |
| 10 | WisdomTree U.S. SmallCap Dividend Fund DES | 0.01% | 259.5K | 0.38% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | O'Donnell Daniel J. | Officer | M-Exempt | A | Common Stock | 9,265 | 22.00 | 203.8K | 28,969 | D | ↗ |
| 2026-04-07 | Adkins Stephanie | Officer | M-Exempt | A | Common Stock | 1,397 | 22.00 | 30.7K | 22,872 | D | ↗ |
| 2026-02-09 | Rapp George S. | Officer | F-InKind | D | Common Stock | 210 | 37.08 | 7.8K | 6,625 | D | ↗ |
| 2026-02-09 | O'Donnell Daniel J. | Officer | F-InKind | D | Common Stock | 1,009 | 37.09 | 37.4K | 18,969 | D | ↗ |
| 2026-02-09 | Dietzler Edward J | Director / Officer | F-InKind | D | Common Stock | 954 | 37.09 | 35.4K | 61,661 | D | ↗ |
| 2026-02-09 | Clark Matthew T. | Officer | F-InKind | D | Common Stock | 207 | 37.09 | 7.7K | 1,357 | D | ↗ |
| 2026-02-09 | Adkins Stephanie | Officer | F-InKind | D | Common Stock | 209 | 37.08 | 7.7K | 21,738 | D | ↗ |
| 2026-01-25 | Rapp George S. | Officer | M-Exempt | A | Common Stock | 625 | 0.00 | — | 7,007 | D | ↗ |
| 2026-01-25 | O'Donnell Daniel J. | Officer | M-Exempt | A | Common Stock | 2,341 | 0.00 | — | 21,445 | D | ↗ |
| 2026-01-25 | Dietzler Edward J | Director / Officer | M-Exempt | A | Common Stock | 2,888 | 0.00 | — | 64,028 | D | ↗ |
| 2026-01-25 | Clark Matthew T. | Officer | M-Exempt | D | Restricted Stock Units | 625 | 0.00 | — | 0 | D | ↗ |
| 2026-01-25 | Adkins Stephanie | Officer | M-Exempt | D | Restricted Stock Units | 703 | 0.00 | — | 0 | D | ↗ |
| 2026-01-24 | Rapp George S. | Officer | M-Exempt | D | Restricted Stock Units | 610 | 0.00 | — | 610 | D | ↗ |
| 2026-01-24 | O'Donnell Daniel J. | Officer | M-Exempt | D | Restricted Stock Units | 2,286 | 0.00 | — | 2,286 | D | ↗ |
| 2026-01-24 | Dietzler Edward J | Director / Officer | M-Exempt | A | Common Stock | 2,819 | 0.00 | — | 61,140 | D | ↗ |
| 2026-01-24 | Clark Matthew T. | Officer | M-Exempt | D | Restricted Stock Units | 610 | 0.00 | — | 610 | D | ↗ |
| 2026-01-24 | Adkins Stephanie | Officer | M-Exempt | D | Restricted Stock Units | 686 | 0.00 | — | 686 | D | ↗ |
| 2026-01-22 | WISHNICK ROSS | Director | M-Exempt | A | Common Stock | 1,700 | 0.00 | — | 74,693 | D | ↗ |
| 2026-01-22 | TUCHMAN MARTIN | Director / 10% Owner | M-Exempt | A | Common Stock | 1,700 | 0.00 | — | 125,538 | D | ↗ |
| 2026-01-22 | Shueh Stephen | Director | M-Exempt | A | Common Stock | 1,700 | 0.00 | — | 32,538 | D | ↗ |
| 2026-01-22 | Ridolfi Robert N. | Director | M-Exempt | D | Restricted Stock Units | 1,700 | 0.00 | — | 0 | D | ↗ |
| 2026-01-22 | Rapp George S. | Officer | M-Exempt | D | Restricted Stock Units | 669 | 0.00 | — | 1,340 | D | ↗ |
| 2026-01-22 | O'Donnell Daniel J. | Officer | M-Exempt | A | Common Stock | 2,755 | 0.00 | — | 16,818 | D | ↗ |
| 2026-01-22 | Gillespie Richard J. | Director | M-Exempt | D | Restricted Stock Units | 2,100 | 0.00 | — | 0 | D | ↗ |
| 2026-01-22 | Giacin Judith A. | Director | M-Exempt | A | Common Stock | 1,700 | 0.00 | — | 26,189 | D | ↗ |
| 2026-01-22 | Distler Stephen | Director | M-Exempt | A | Common Stock | 1,700 | 0.00 | — | 91,996 | D | ↗ |
| 2026-01-22 | Dietzler Edward J | Director / Officer | M-Exempt | A | Common Stock | 3,317 | 0.00 | — | 58,321 | D | ↗ |
| 2026-01-22 | Clark Matthew T. | Officer | M-Exempt | D | Restricted Stock Units | 608 | 0.00 | — | 1,217 | D | ↗ |
| 2026-01-22 | Barrett Susan | Director | M-Exempt | D | Restricted Stock Units | 1,700 | 0.00 | — | 0 | D | ↗ |
| 2026-01-22 | Adkins Stephanie | Officer | M-Exempt | A | Common Stock | 776 | 0.00 | — | 20,740 | D | ↗ |
| 2026-01-21 | WISHNICK ROSS | Director | A-Award | A | Restricted Stock Units | 2,250 | 0.00 | — | 2,250 | D | ↗ |
| 2026-01-21 | TUCHMAN MARTIN | Director / 10% Owner | A-Award | A | Restricted Stock Units | 2,250 | 0.00 | — | 2,250 | D | ↗ |
| 2026-01-21 | Shueh Stephen | Director | A-Award | A | Restricted Stock Units | 2,250 | 0.00 | — | 2,250 | D | ↗ |
| 2026-01-21 | Ridolfi Robert N. | Director | A-Award | A | Restricted Stock Units | 2,250 | 0.00 | — | 2,250 | D | ↗ |
| 2026-01-21 | Rapp George S. | Officer | A-Award | A | Restricted Stock Units | 1,813 | 0.00 | — | 1,813 | D | ↗ |
| 2026-01-21 | O'Donnell Daniel J. | Officer | A-Award | A | Restricted Stock Units | 7,495 | 0.00 | — | 7,495 | D | ↗ |
| 2026-01-21 | Gillespie Richard J. | Director | A-Award | A | Restricted Stock Units | 2,500 | 0.00 | — | 2,500 | D | ↗ |
| 2026-01-21 | Giacin Judith A. | Director | A-Award | A | Restricted Stock Units | 2,250 | 0.00 | — | 2,250 | D | ↗ |
| 2026-01-21 | Distler Stephen | Director | A-Award | A | Restricted Stock Units | 2,250 | 0.00 | — | 2,250 | D | ↗ |
| 2026-01-21 | Dietzler Edward J | Director / Officer | A-Award | A | Restricted Stock Units | 9,022 | 0.00 | — | 9,022 | D | ↗ |
| 2026-01-21 | Clark Matthew T. | Officer | A-Award | A | Restricted Stock Units | 1,647 | 0.00 | — | 1,647 | D | ↗ |
| 2026-01-21 | Barrett Susan | Director | A-Award | A | Restricted Stock Units | 2,250 | 0.00 | — | 2,250 | D | ↗ |
| 2026-01-21 | Adkins Stephanie | Officer | A-Award | A | Restricted Stock Units | 2,103 | 0.00 | — | 2,103 | D | ↗ |
| 2025-12-23 | WISHNICK ROSS | Director | I-Discretionary | A | Phantom stock | 514 | 0.00 | — | 2,434 | D | ↗ |
| 2025-12-23 | TUCHMAN MARTIN | Director / 10% Owner | I-Discretionary | A | Phantom stock | 514 | 0.00 | — | 10,311 | D | ↗ |
| 2025-12-23 | Ridolfi Robert N. | Director | I-Discretionary | A | Phantom stock | 514 | 0.00 | — | 9,147 | D | ↗ |
| 2025-12-23 | Gillespie Richard J. | Director | I-Discretionary | A | Phantom stock | 514 | 0.00 | — | 10,311 | D | ↗ |
| 2025-12-23 | Giacin Judith A. | Director | I-Discretionary | A | Phantom stock | 257 | 0.00 | — | 5,155 | D | ↗ |
| 2025-12-22 | WISHNICK ROSS | Director | I-Discretionary | A | Phantom stock | 605 | 0.00 | — | 1,920 | D | ↗ |
| 2025-12-22 | TUCHMAN MARTIN | Director / 10% Owner | I-Discretionary | A | Phantom stock | 605 | 0.00 | — | 9,797 | D | ↗ |
| 2025-12-22 | Ridolfi Robert N. | Director | I-Discretionary | A | Phantom stock | 605 | 0.00 | — | 8,633 | D | ↗ |
| 2025-12-22 | Gillespie Richard J. | Director | I-Discretionary | A | Phantom stock | 605 | 0.00 | — | 9,797 | D | ↗ |
| 2025-12-22 | Giacin Judith A. | Director | I-Discretionary | A | Phantom stock | 302 | 0.00 | — | 4,898 | D | ↗ |
| 2025-11-20 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 2,000 | 32.30 | 64.6K | 13,604 | I | ↗ |
| 2025-11-19 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 1,056 | 32.25 | 34.1K | 11,604 | I | ↗ |
| 2025-11-18 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 2,000 | 32.30 | 64.6K | 10,548 | I | ↗ |
| 2025-11-17 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 1,000 | 33.00 | 33.0K | 8,548 | I | ↗ |
| 2025-11-12 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 5,000 | 33.00 | 165.0K | 7,548 | I | ↗ |
| 2025-11-12 | Clark Matthew T. | Officer | S-Sale | D | Common Stock | 1,500 | 32.62 | 48.9K | 81 | D | ↗ |
| 2025-11-11 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 52 | 33.00 | 1.7K | 2,548 | I | ↗ |
| 2025-11-07 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 493 | 33.00 | 16.3K | 2,496 | I | ↗ |
| 2025-11-05 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 3 | 32.60 | 97.80 | 2,003 | I | ↗ |
| 2025-11-04 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 2,000 | 32.25 | 64.5K | 2,000 | I | ↗ |
| 2025-11-04 | Adkins Stephanie | Officer | M-Exempt | A | Common Stock | 1,508 | 22.00 | 33.2K | 19,964 | D | ↗ |
| 2025-11-03 | Barrett Susan | Director | P-Purchase | A | Common Stock | 1,600 | 31.50 | 50.4K | 4,542 | I | ↗ |
| 2025-09-10 | Adkins Stephanie | Officer | M-Exempt | A | Common Stock | 1,095 | 22.00 | 24.1K | 18,456 | D | ↗ |
| 2025-09-08 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 10,000 | 33.00 | 330.0K | 639,141 | I | ↗ |
| 2025-09-08 | Distler Stephen | Director | S-Sale | D | Common Stock | 10,000 | 33.00 | 330.0K | 90,296 | D | ↗ |
| 2025-08-20 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 3,000 | 33.00 | 99.0K | 4,000 | I | ↗ |
| 2025-08-19 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 1,000 | 32.90 | 32.9K | 123,838 | D | ↗ |
| 2025-08-07 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 1,000 | 31.00 | 31.0K | 1,000 | I | ↗ |
| 2025-08-06 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 1,539 | 31.03 | 47.8K | 122,838 | D | ↗ |
| 2025-08-05 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 500 | 30.50 | 15.3K | 121,299 | D | ↗ |
| 2025-08-04 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 2,000 | 30.18 | 60.4K | 120,799 | D | ↗ |
| 2025-08-01 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 961 | 30.00 | 28.8K | 118,799 | D | ↗ |
| 2025-07-31 | Giacin Judith A. | Director | S-Sale | D | Common Stock | 1,300 | 30.08 | 39.1K | 24,489 | D | ↗ |
| 2025-07-30 | Tonkovich Christopher | Officer | M-Exempt | A | Common Stock | 3,000 | 22.00 | 66.0K | 9,678 | D | ↗ |
| 2025-07-11 | Distler Stephen | Director | M-Exempt | A | Common Stock | 10,000 | 18.17 | 181.7K | 100,296 | D | ↗ |
| 2025-07-11 | Adkins Stephanie | Officer | M-Exempt | A | Common Stock | 10,000 | 18.17 | 181.7K | 17,361 | D | ↗ |
| 2025-06-26 | WISHNICK ROSS | Director | I-Discretionary | A | Phantom stock | 542 | 0.00 | — | 1,315 | D | ↗ |
| 2025-06-26 | TUCHMAN MARTIN | Director / 10% Owner | I-Discretionary | A | Phantom stock | 542 | 0.00 | — | 9,192 | D | ↗ |
| 2025-06-26 | Ridolfi Robert N. | Director | I-Discretionary | A | Phantom stock | 542 | 0.00 | — | 8,028 | D | ↗ |
| 2025-06-26 | Gillespie Richard J. | Director | I-Discretionary | A | Phantom stock | 542 | 0.00 | — | 9,192 | D | ↗ |
| 2025-06-26 | Giacin Judith A. | Director | I-Discretionary | A | Phantom stock | 271 | 0.00 | — | 4,596 | D | ↗ |
| 2025-06-23 | WISHNICK ROSS | Director | I-Discretionary | A | Phantom stock | 773 | 0.00 | — | 773 | D | ↗ |
| 2025-06-23 | TUCHMAN MARTIN | Director / 10% Owner | I-Discretionary | A | Phantom stock | 773 | 0.00 | — | 8,650 | D | ↗ |
| 2025-06-23 | Ridolfi Robert N. | Director | I-Discretionary | A | Phantom stock | 773 | 0.00 | — | 7,486 | D | ↗ |
| 2025-06-23 | Gillespie Richard J. | Director | I-Discretionary | A | Phantom stock | 773 | 0.00 | — | 8,650 | D | ↗ |
| 2025-06-23 | Giacin Judith A. | Director | I-Discretionary | A | Phantom stock | 387 | 0.00 | — | 4,325 | D | ↗ |
| 2025-06-06 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 1,044 | 30.47 | 31.8K | 117,838 | D | ↗ |
| 2025-06-05 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 2,000 | 30.30 | 60.6K | 116,794 | D | ↗ |
| 2025-06-04 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 2,000 | 30.40 | 60.8K | 114,794 | D | ↗ |
| 2025-06-04 | Shueh Stephen | Director | M-Exempt | D | Option to purchase | 10,000 | 18.17 | 181.7K | 0 | D | ↗ |
| 2025-06-03 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 423 | 30.50 | 12.9K | 112,794 | D | ↗ |
| 2025-06-03 | Adkins Stephanie | Officer | S-Sale | D | Common Stock | 2,500 | 30.65 | 76.6K | 7,361 | D | ↗ |
| 2025-05-22 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 583 | 30.67 | 17.9K | 112,371 | D | ↗ |
| 2025-05-19 | Giacin Judith A. | Director | M-Exempt | A | Common Stock | 10,000 | 18.17 | 181.7K | 31,437 | D | ↗ |
| 2025-05-16 | Adkins Stephanie | Officer | S-Sale | D | Common Stock | 364 | 32.71 | 11.9K | 9,861 | D | ↗ |
| 2025-05-14 | Shueh Stephen | Director | G-Gift | D | Common Stock | 2,000 | 0.00 | — | 20,838 | D | ↗ |
| 2025-05-14 | Adkins Stephanie | Officer | S-Sale | D | Common Stock | 569 | 32.10 | 18.3K | 10,225 | D | ↗ |
| 2025-05-12 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 1,019 | 32.00 | 32.6K | 111,788 | D | ↗ |
| 2025-05-09 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 2 | 32.00 | 64.00 | 110,769 | D | ↗ |
| 2025-05-08 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 2,185 | 31.41 | 68.6K | 110,767 | D | ↗ |
| 2025-05-08 | Adkins Stephanie | Officer | S-Sale | D | Common Stock | 1,000 | 31.37 | 31.4K | 10,794 | D | ↗ |
| 2025-05-07 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 2,000 | 31.28 | 62.6K | 108,582 | D | ↗ |
| 2025-05-06 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 2,042 | 31.17 | 63.6K | 106,582 | D | ↗ |
| 2025-05-05 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 431 | 30.85 | 13.3K | 104,540 | D | ↗ |
| 2025-05-01 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 1,000 | 30.45 | 30.5K | 104,109 | D | ↗ |
| 2025-04-30 | TUCHMAN MARTIN | Director | P-Purchase | A | Common Stock | 1,000 | 30.43 | 30.4K | 103,109 | D | ↗ |
| 2025-04-28 | TUCHMAN MARTIN | Director | P-Purchase | A | Common Stock | 1,000 | 30.00 | 30.0K | 102,109 | D | ↗ |
| 2025-04-24 | Gillespie Richard J. | Director | M-Exempt | A | Common Stock | 10,000 | 18.17 | 181.7K | 89,511 | D | ↗ |
| 2025-04-09 | Ridolfi Robert N. | Director | M-Exempt | A | Common Stock | 10,000 | 18.17 | 181.7K | 72,338 | D | ↗ |
| 2025-03-21 | Dietzler Edward J | Director / Officer | M-Exempt | A | Common Stock | 4,000 | 17.13 | 68.5K | 55,004 | D | ↗ |
| 2025-03-21 | Adkins Stephanie | Officer | M-Exempt | A | Common Stock | 3,000 | 17.13 | 51.4K | 11,794 | D | ↗ |
| 2025-03-12 | Tonkovich Christopher | Officer | S-Sale | D | Common Stock | 1,230 | 31.00 | 38.1K | 6,678 | D | ↗ |
| 2025-03-04 | O'Donnell Daniel J. | Officer | M-Exempt | A | Common Stock | 5,000 | 17.13 | 85.7K | 13,304 | D | ↗ |
| 2025-02-11 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 22,000 | 32.71 | 719.6K | 629,141 | I | ↗ |
| 2025-02-11 | O'Donnell Daniel J. | Officer | S-Sale | D | Common Stock | 22,000 | 32.71 | 719.6K | 8,304 | D | ↗ |
| 2025-02-05 | Tonkovich Christopher | Officer | F-InKind | D | Common Stock | 201 | 33.23 | 6.7K | 6,888 | D | ↗ |
| 2025-02-05 | Rapp George S. | Officer | F-InKind | D | Common Stock | 201 | 33.23 | 6.7K | 5,313 | D | ↗ |
| 2025-02-05 | O'Donnell Daniel J. | Officer | F-InKind | D | Common Stock | 853 | 32.65 | 27.9K | 30,304 | D | ↗ |
| 2025-02-05 | Dietzler Edward J | Director / Officer | F-InKind | D | Common Stock | 853 | 32.65 | 27.9K | 51,004 | D | ↗ |
| 2025-02-05 | Clark Matthew T. | Officer | F-InKind | D | Common Stock | 210 | 32.65 | 6.9K | 1,581 | D | ↗ |
| 2025-02-05 | Adkins Stephanie | Officer | F-InKind | D | Common Stock | 236 | 32.65 | 7.7K | 8,794 | D | ↗ |
| 2025-01-26 | Tonkovich Christopher | Officer | M-Exempt | D | Restricted Stock Units | 639 | 0.00 | — | 0 | D | ↗ |
| 2025-01-26 | Rapp George S. | Officer | M-Exempt | A | Common Stock | 639 | 0.00 | — | 4,474 | D | ↗ |
| 2025-01-26 | O'Donnell Daniel J. | Officer | M-Exempt | D | Restricted Stock Units | 1,919 | 0.00 | — | 0 | D | ↗ |
| 2025-01-26 | Dietzler Edward J | Director / Officer | M-Exempt | D | Restricted Stock Units | 2,238 | 0.00 | — | 0 | D | ↗ |
| 2025-01-26 | Clark Matthew T. | Officer | M-Exempt | A | Common Stock | 255 | 0.00 | — | 1,089 | D | ↗ |
| 2025-01-26 | Adkins Stephanie | Officer | M-Exempt | A | Common Stock | 704 | 0.00 | — | 8,081 | D | ↗ |
| 2025-01-25 | Tonkovich Christopher | Officer | M-Exempt | D | Restricted Stock Units | 624 | 0.00 | — | 625 | D | ↗ |
| 2025-01-25 | Rapp George S. | Officer | M-Exempt | D | Restricted Stock Units | 624 | 0.00 | — | 625 | D | ↗ |
| 2025-01-25 | O'Donnell Daniel J. | Officer | M-Exempt | A | Common Stock | 2,341 | 0.00 | — | 30,336 | D | ↗ |
| 2025-01-25 | Dietzler Edward J | Director / Officer | M-Exempt | D | Restricted Stock Units | 2,887 | 0.00 | — | 2,888 | D | ↗ |
| 2025-01-25 | Clark Matthew T. | Officer | M-Exempt | A | Common Stock | 624 | 0.00 | — | 1,713 | D | ↗ |
| 2025-01-25 | Adkins Stephanie | Officer | M-Exempt | A | Common Stock | 702 | 0.00 | — | 8,783 | D | ↗ |
| 2025-01-24 | WISHNICK ROSS | Director | M-Exempt | A | Common Stock | 1,500 | 0.00 | — | 63,243 | D | ↗ |
| 2025-01-24 | Tonkovich Christopher | Officer | M-Exempt | D | Restricted Stock Units | 609 | 0.00 | — | 1,220 | D | ↗ |
| 2025-01-24 | TUCHMAN MARTIN | Director / 10% Owner | M-Exempt | D | Restricted Stock Units | 1,500 | 0.00 | — | 0 | D | ↗ |
| 2025-01-24 | Shueh Stephen | Director | M-Exempt | D | Restricted Stock Units | 1,500 | 0.00 | — | 0 | D | ↗ |
| 2025-01-24 | Ridolfi Robert N. | Director | M-Exempt | A | Common Stock | 1,500 | 0.00 | — | 62,588 | D | ↗ |
| 2025-01-24 | Rapp George S. | Officer | M-Exempt | D | Restricted Stock Units | 609 | 0.00 | — | 1,220 | D | ↗ |
| 2025-01-24 | O'Donnell Daniel J. | Officer | M-Exempt | D | Restricted Stock Units | 2,285 | 0.00 | — | 4,572 | D | ↗ |
| 2025-01-24 | Gillespie Richard J. | Director | M-Exempt | A | Common Stock | 1,500 | 0.00 | — | 79,511 | D | ↗ |
| 2025-01-24 | Giacin Judith A. | Director | M-Exempt | D | Restricted Stock Units | 1,500 | 0.00 | — | 0 | D | ↗ |
| 2025-01-24 | Distler Stephen | Director | M-Exempt | D | Restricted Stock Units | 1,500 | 0.00 | — | 0 | D | ↗ |
| 2025-01-24 | Dietzler Edward J | Director / Officer | M-Exempt | A | Common Stock | 2,819 | 0.00 | — | 53,238 | D | ↗ |
| 2025-01-24 | Clark Matthew T. | Officer | M-Exempt | A | Common Stock | 609 | 0.00 | — | 2,322 | D | ↗ |
| 2025-01-24 | Adkins Stephanie | Officer | M-Exempt | A | Common Stock | 685 | 0.00 | — | 9,468 | D | ↗ |
| 2025-01-22 | WISHNICK ROSS | Director | A-Award | A | Restricted Stock Units | 1,700 | 0.00 | — | 1,700 | D | ↗ |
| 2025-01-22 | Tonkovich Christopher | Officer | A-Award | A | Restricted Stock Units | 2,009 | 0.00 | — | 2,009 | D | ↗ |
| 2025-01-22 | TUCHMAN MARTIN | Director / 10% Owner | A-Award | A | Restricted Stock Units | 1,700 | 0.00 | — | 1,700 | D | ↗ |
| 2025-01-22 | Shueh Stephen | Director | A-Award | A | Restricted Stock Units | 1,700 | 0.00 | — | 1,700 | D | ↗ |
| 2025-01-22 | Ridolfi Robert N. | Director | A-Award | A | Restricted Stock Units | 1,700 | 0.00 | — | 1,700 | D | ↗ |
| 2025-01-22 | Rapp George S. | Officer | A-Award | A | Restricted Stock Units | 2,009 | 0.00 | — | 2,009 | D | ↗ |
| 2025-01-22 | O'Donnell Daniel J. | Officer | A-Award | A | Restricted Stock Units | 8,266 | 0.00 | — | 8,266 | D | ↗ |
| 2025-01-22 | Gillespie Richard J. | Director | A-Award | A | Restricted Stock Units | 2,100 | 0.00 | — | 2,100 | D | ↗ |
| 2025-01-22 | Giacin Judith A. | Director | A-Award | A | Restricted Stock Units | 1,700 | 0.00 | — | 1,700 | D | ↗ |
| 2025-01-22 | Distler Stephen | Director | A-Award | A | Restricted Stock Units | 1,700 | 0.00 | — | 1,700 | D | ↗ |
| 2025-01-22 | Dietzler Edward J | Director / Officer | A-Award | A | Restricted Stock Units | 9,951 | 0.00 | — | 9,951 | D | ↗ |
| 2025-01-22 | Clark Matthew T. | Officer | A-Award | A | Restricted Stock Units | 1,825 | 0.00 | — | 1,825 | D | ↗ |
| 2025-01-22 | Barrett Susan | Director | A-Award | A | Restricted Stock Units | 1,700 | 0.00 | — | 1,700 | D | ↗ |
| 2025-01-22 | Adkins Stephanie | Officer | A-Award | A | Restricted Stock Units | 2,330 | 0.00 | — | 2,330 | D | ↗ |
| 2024-12-27 | TUCHMAN MARTIN | Director / 10% Owner | I-Discretionary | A | Phantom stock | 1,164 | 0.00 | — | 7,877 | D | ↗ |
| 2024-12-27 | Gillespie Richard J. | Director | I-Discretionary | A | Phantom stock | 1,164 | 0.00 | — | 7,877 | D | ↗ |
| 2024-12-27 | Giacin Judith A. | Director | I-Discretionary | A | Phantom stock | 582 | 0.00 | — | 3,938 | D | ↗ |
| 2024-11-14 | O'Donnell Daniel J. | Officer | M-Exempt | A | Common Stock | 3,250 | 16.29 | 52.9K | 26,076 | D | ↗ |
| 2024-11-06 | Clark Matthew T. | Officer | S-Sale | D | Common Stock | 253 | 37.00 | 9.4K | 2,069 | D | ↗ |
| 2024-10-23 | Dietzler Edward J | Director / Officer | M-Exempt | A | Common Stock | 2,600 | 16.29 | 42.4K | 45,294 | D | ↗ |
| 2024-09-06 | Barrett Susan | Director | — | I | Common Stock | 0 | 0.00 | — | 2,942 | — | ↗ |
| 2024-08-15 | Adkins Stephanie | Officer | S-Sale | D | Common Stock | 2,000 | 35.10 | 70.2K | 7,377 | — | ↗ |
| 2024-07-30 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 7,000 | 37.46 | 262.2K | 607,141 | — | ↗ |
| 2024-07-30 | Ridolfi Robert N. | Director | S-Sale | D | Common Stock | 1,000 | 38.00 | 38.0K | 12,500 | — | ↗ |
| 2024-07-30 | Distler Stephen | Director | S-Sale | D | Common Stock | 7,000 | 37.46 | 262.2K | 89,046 | — | ↗ |
| 2024-07-09 | TUCHMAN MARTIN | Director / 10% Owner | I-Discretionary | A | Phantom stock | 1,189 | 0.00 | — | 6,713 | — | ↗ |
| 2024-07-09 | Ridolfi Robert N. | Director | I-Discretionary | A | Phantom stock | 1,189 | 0.00 | — | 6,713 | — | ↗ |
| 2024-07-09 | Gillespie Richard J. | Director | I-Discretionary | A | Phantom stock | 1,189 | 0.00 | — | 6,713 | — | ↗ |
| 2024-07-09 | Giacin Judith A. | Director | I-Discretionary | A | Phantom stock | 594 | 0.00 | — | 3,356 | — | ↗ |
| 2024-06-07 | Shueh Stephen | Director | G-Gift | D | Common Stock | 2,000 | 0.00 | — | 21,588 | — | ↗ |
| 2024-06-06 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 1,284 | 30.00 | 38.5K | 99,859 | — | ↗ |
| 2024-06-04 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 1,022 | 30.25 | 30.9K | 98,575 | — | ↗ |
| 2024-05-29 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 1,000 | 30.25 | 30.3K | 97,553 | — | ↗ |
| 2024-05-28 | Adkins Stephanie | Officer | S-Sale | D | Common Stock | 947 | 30.25 | 28.6K | 9,737 | — | ↗ |
| 2024-05-24 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 1,442 | 30.50 | 44.0K | 96,553 | — | ↗ |
| 2024-05-23 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 1,000 | 30.55 | 30.6K | 95,111 | — | ↗ |
| 2024-05-22 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 1,187 | 30.71 | 36.5K | 94,111 | — | ↗ |
| 2024-05-21 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 1,000 | 31.00 | 31.0K | 92,924 | — | ↗ |
| 2024-05-14 | Adkins Stephanie | Officer | S-Sale | D | Common Stock | 265 | 30.05 | 8.0K | 10,684 | — | ↗ |
| 2024-05-08 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 1,000 | 29.95 | 30.0K | 91,924 | — | ↗ |
| 2024-05-03 | Shueh Stephen | Director | P-Purchase | A | Common Stock | 7,000 | 30.44 | 213.1K | 42,038 | D | ↗ |
| 2024-05-01 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 105 | 29.35 | 3.1K | 90,924 | — | ↗ |
| 2024-04-30 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 2,000 | 29.43 | 58.9K | 90,819 | — | ↗ |
| 2024-03-15 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 10,000 | 29.75 | 297.5K | 600,141 | — | ↗ |
| 2024-03-12 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 3,168 | 29.99 | 95.0K | 590,141 | — | ↗ |
| 2024-02-21 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 1,377 | 31.74 | 43.7K | 83,819 | — | ↗ |
| 2024-02-20 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 172 | 32.00 | 5.5K | 82,442 | — | ↗ |
| 2024-02-14 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 10 | 31.50 | 315.00 | 82,270 | — | ↗ |
| 2024-02-13 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 5,004 | 31.52 | 157.7K | 82,260 | — | ↗ |
| 2024-02-09 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 2,000 | 31.45 | 62.9K | 77,256 | — | ↗ |
| 2024-02-08 | TUCHMAN MARTIN | Director / 10% Owner | P-Purchase | A | Common Stock | 1,000 | 31.25 | 31.3K | 75,256 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Edward J. Dietzler, President and Chief Executive Officer | 672.5K | — | 333.4K | — | 267.7K | 43.7K | 1.32M | 25.31% | ↗ |
| 2 | 2025 | Daniel O’Donnell, Executive Vice President, General Counsel and Chief Operating Officer | 558.9K | — | 276.9K | — | 222.4K | 35.7K | 1.09M | 25.32% | ↗ |
| 3 | 2025 | Stephanie Adkins, Executive Vice President and Chief Lending Officer | 313.6K | — | 77.7K | — | 82.6K | 23.7K | 497.7K | 15.61% | ↗ |
| 4 | 2024 | Edward J. Dietzler, President and Chief Executive Officer | 650.0K | — | 325.1K | — | 221.2K | 244.2K | 1.44M | 22.57% | ↗ |
| 5 | 2024 | Daniel O’Donnell, Executive Vice President, General Counsel and Chief Operating Officer | 540.0K | — | 270.1K | — | 183.7K | 169.1K | 1.16M | 23.23% | ↗ |
| 6 | 2024 | Stephanie Adkins, Executive Vice President and Chief Lending Officer | 304.5K | — | 76.1K | — | 70.1K | 24.3K | 475.0K | 16.03% | ↗ |
| 7 | 2023 | Edward J. Dietzler, President and Chief Executive Officer | 600.0K | — | 281.4K | — | 329.3K | 266.5K | 1.48M | 19.05% | ↗ |
| 8 | 2023 | Daniel O’Donnell, Executive Vice President, General Counsel and Chief Operating Officer | 500.0K | — | 228.2K | — | 274.4K | 188.5K | 1.19M | 19.16% | ↗ |
| 9 | 2023 | Stephanie Adkins, Executive Vice President and Chief Lending Officer | 290.0K | — | 68.5K | — | 122.3K | 24.2K | 505.0K | 13.56% | ↗ |
| 10 | 2022 | Edward J. Dietzler, President and Chief Executive Officer | 525.0K | — | 202.2K | — | 331.5K | 255.5K | 1.31M | 15.39% | ↗ |
| 11 | 2022 | Daniel O’Donnell, Executive Vice President, General Counsel and Chief Operating Officer | 460.0K | — | 173.3K | — | 290.5K | 173.8K | 1.10M | 15.79% | ↗ |
| 12 | 2022 | Stephanie Adkins, Executive Vice President and Chief Lending Officer | 265.0K | — | 63.5K | — | 124.8K | 24.3K | 477.6K | 13.30% | ↗ |
| 13 | 2021 | Edward J. Dietzler, President and Chief Executive Officer | 475.0K | 230.9K | 133.0K | — | — | 233.4K | 1.07M | 12.40% | ↗ |
| 14 | 2021 | Daniel O’Donnell, Executive Vice President, General Counsel and Chief Operating Officer | 420.0K | 204.2K | 105.0K | — | — | 156.8K | 886.0K | 11.85% | ↗ |
| 15 | 2021 | Stephanie Adkins, Executive Vice President and Chief Lending Officer | 245.0K | 103.9K | 42.0K | — | — | 23.8K | 414.7K | 10.12% | ↗ |
Proxy statements
| Filing date | Form type | Filing |
|---|---|---|
| 2026-03-26 | DEF 14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Edward J. Dietzler | President, Chief Executive Officer & Director | 983.9K | male |
| Daniel J. O'Donnell | Executive Vice President, Chief Operating Officer, General Counsel & Assistant Secretary | 817.0K | male |
| Stephanie Adkins | Executive Vice President & Chief Lending Officer | 420.0K | female |
| Robert N. Ridolfi | Secretary & Independent Director | 80.6K | male |
| Kris Muse | Senior Vice President of Commercial Lenders | — | female |
| Matthew T. Clark | Executive Vice President & Chief Information Officer | — | male |
| Karen D. Pfeifer CRCM | Senior Vice President of Compliance & Operations | — | female |
| George Stephen Rapp | Executive Vice President & Chief Financial Officer | — | male |
| Jeffrey T. Hanuscin | Senior Vice President of Finance, Treasurer & Chief Accounting Officer | — | male |
| Anna Maria Potter-Miller | Senior Vice President of Human Resources | — | female |
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Community Opinion for BPRN
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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