Subscribe

Princeton Bancorp Inc. (BPRN)

USD38.76 +0.63 (+1.65%)
US NASDAQ Financial Services Banks - Regional
Address 183 Bayard Lane 8540
Princeton, NJ, US
CEO Edward J. Dietzler
IPO 2017-05-31
CIK 1913971 ISIN US74179A1079

Explore sections of this company profile

Description

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.

News Sentiment (7d)
79 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Cornerstone Financial Corporation CFIC 2024-04-12 View
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD38.76 +0.63 (+1.65%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
11.9K
Beta
0.48
Float Shares
5.00M
Free Float %
73.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.44% +1.44% +0.75% +6.09% +4.80% +3.89% +15.11% +45.62% +22.34% +27.58% +27.58%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (6 ratings, all time) Buy
Price Targets & DCF
Current price
38.76
Low 34.00 -12.3%
Consensus 34.00 -12.3%
Median 34.00 -12.3%
High 34.00 -12.3%
DCF (Unlevered) 41.89 +8.1%
DCF (Levered) 34.07 -12.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 33% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 1
34.00
-12.3%
Quality scores
Altman Z-Score
0.29
Distress
Piotroski F-Score
8 / 9
Strong
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    +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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.49) × ERP
WACC = 92% × Ke + 8% × Kd (258.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 41.89 Current price: 38.76
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
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
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 4/5 3/5 3/5 3/5 2/5 3/5
2026-05-27 B+ 3/5 4/5 3/5 3/5 3/5 2/5 3/5
2026-05-26 B+ 3/5 4/5 3/5 3/5 3/5 2/5 3/5
2026-05-22 B+ 3/5 4/5 3/5 3/5 3/5 2/5 3/5
2026-05-21 B+ 3/5 4/5 3/5 3/5 3/5 2/5 3/5
2026-05-20 B+ 3/5 4/5 3/5 3/5 3/5 2/5 3/5
2026-05-19 B+ 3/5 4/5 3/5 3/5 3/5 2/5 3/5
2026-05-18 B+ 3/5 4/5 3/5 3/5 3/5 2/5 3/5
2026-05-15 B 3/5 3/5 3/5 3/5 3/5 2/5 3/5
2026-05-14 B+ 3/5 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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
24.67M
OE per share TTM
3.62
Owner's Yield
10.09%
Maintenance CapEx ratio
15.23%
Maint CapEx / Avg PPE
34.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
86
Total invested
101.19M
Insider transactions (90d)
0
Beneficial owners (>5%)
2
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 13-4064930 480.0K 7.60% 480.0K 480.0K IA Delaware 2024-02-14
2 (1) BlackRock, Inc. 348.6K 5.50% 342.6K 348.6K HC Delaware 2024-11-08

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
86
+6 vs prev Q
New positions
14
Closed positions
8
Increased
41
Reduced
25
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 70 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 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

Insider Activity — Latest Quarter
Ratio by transactions
0.95
Neutral
Ratio by volume
1.78
Bullish
Buys
36
Sells
38
Shares acquired
76.6K
Shares disposed
43.0K
Cash buys
Cash sales
Net activity
+33,679
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-07 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

Top executives
EBIT / Employee
96.7K
Shares Outstanding
6.81M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-26 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-08 10-Q
2026-04-27 SC 13G/A
2026-04-27 8-K
2026-04-23 8-K
2026-04-21 8-K
2026-04-08 4
2026-04-08 4
2026-04-06 10-K/A
2026-04-02 4
2026-03-31 ARS

Executive team

NameTitleCompensationGender
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
ESG Rating
B
BANKS - REGIONAL
Rank: 278 out of 431
2026
E (Environmental)
98.9 / 64.3
Company / Sector avg.
S (Social)
86.9 / 76.5
Company / Sector avg.
G (Governance)
73.8 / 75.5
Company / Sector avg.
ESG Total
86.5 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

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.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits