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Sierra Bancorp (BSRR)

USD41.91 +0.83 (+2.02%)
US NASDAQ Financial Services Banks - Regional
Address 86 North Main Street 93257
Porterville, CA, US
CEO Kevin J. McPhaill
IPO 1994-04-18
CIK 1130144 ISIN US82620P1021

Explore sections of this company profile

Description

Sierra Bancorp serves as the holding company for Bank of the Sierra, providing a full suite of retail and commercial banking services to individuals and businesses across California. The institution offers diverse deposit solutions, including checking, savings, money market, time deposits, retirement, and sweep accounts. Its lending portfolio encompasses agricultural, commercial, consumer, real estate, construction, and mortgage loans. Additionally, the company facilitates access to automated teller machines (ATMs), electronic point-of-sale payment options, online and automated telephone banking, and business-focused services such as remote deposit capture and automated payroll. As of December 31, 2021, Sierra Bancorp operated 35 full-service branches, an online branch, a loan production office, an agricultural credit center, and an SBA center. Founded in 1977, its corporate headquarters are located in Porterville, California.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Sierra Bancorp CTBP 2016-03-25 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD41.91 +0.83 (+2.02%)
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Volume Profile
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Liquidity & share structure
Average Volume
58.5K
Beta
0.77
Float Shares
11.56M
Free Float %
88.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.86% -0.84% +5.27% +5.56% +22.28% +16.22% +38.77% +134.44% +36.08% +119.92% +1,419.20%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

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Revenue composition

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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 (9 ratings, all time) Hold
Price Targets & DCF
Current price
41.91
Low 44.00 +5.0%
Consensus 44.00 +5.0%
Median 44.00 +5.0%
High 44.00 +5.0%
DCF (Unlevered) 48.62 +16.0%
DCF (Levered) 58.24 +39.0%

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) 20% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
44.00
+5.0%
All Time 4
30.00
-28.4%
Quality scores
Altman Z-Score
-0.52
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    +5.7% Q1'26: +7.0% (vs Q1'25)
  • EPS growth
    +10.3% Q1'26: +47.7% (vs Q1'25)
  • FCF margin
    Q1'26: +22.3% (vs Q1'25)
  • EBIT margin
    Q1'26: +34.0% (vs Q1'25)
  • ROIC
    Q1'26: +33.7% (vs Q1'25)
  • Share dilution
    -5.6% Q1'26: -5.9% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 5.95× (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 (0.76) × ERP
WACC = 50% × Ke + 50% × Kd (9.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 48.62 Current price: 41.91
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 2004
actual
Dec 2005
actual
Dec 2006
actual
Dec 2007
actual
Dec 2008
actual
Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
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
62.41M
est: 51.60M (+21.0%)
73.39M
est: 56.25M (+30.5%)
91.99M
est: 65.11M (+41.3%)
102.45M
est: 70.96M (+44.4%)
93.93M
est: 90.21M (+4.1%)
87.43M
est: 406.84M (-78.5%)
80.43M
est: 108.89M (-26.1%)
70.89M
est: 71.67M (-1.1%)
70.74M
est: 69.87M (+1.2%)
66.51M
est: 52.23M (+27.3%)
68.41M
est: 61.26M (+11.7%)
77.41M
est: 77.75M (-0.4%)
84.32M
est: 84.41M (-0.1%)
97.25M
est: 96.64M (+0.6%)
116.65M
est: 114.91M (+1.5%)
125.79M
est: 120.83M (+4.1%)
127.03M
est: 130.50M (-2.7%)
131.43M
est: 138.13M (-4.9%)
142.49M
est: 138.38M (+3.0%)
168.93M
est: 142.35M (+18.7%)
191.14M
est: 151.65M (+26.0%)
201.98M
est: 156.95M (+28.7%)
159.22M
155.88M – 161.99M
+1.4% YoY
165.81M
162.28M – 168.58M
+4.1% YoY
EBITDA
24.87M
est: 31.28M (-20.5%)
28.74M
est: 38.38M (-25.1%)
33.29M
est: 56.87M (-41.5%)
35.23M
est: 66.42M (-47.0%)
20.27M
est: 40.11M (-49.5%)
12.64M
est: 23.24M (-45.6%)
10.02M
est: 17.90M (-44.0%)
11.04M
est: 16.10M (-31.5%)
10.28M
est: 14.01M (-26.6%)
18.59M
est: 17.55M (+6.0%)
23.55M
est: 24.32M (-3.2%)
29.54M
est: 29.47M (+0.3%)
29.22M
est: 32.96M (-11.3%)
36.72M
est: 40.01M (-8.2%)
43.78M
est: 52.98M (-17.4%)
51.78M
est: 61.44M (-15.7%)
50.62M
est: 45.59M (+11.0%)
61.47M
est: 58.62M (+4.9%)
48.45M
est: 60.11M (-19.4%)
49.70M
est: 47.77M (+4.0%)
56.75M
est: 50.89M (+11.5%)
56.40M
est: 52.67M (+7.1%)
53.43M
52.31M – 54.37M
+1.4% YoY
55.65M
54.46M – 56.58M
+4.1% YoY
EBIT
20.52M
est: 17.27M (+18.8%)
24.28M
est: 18.83M (+28.9%)
29.17M
est: 21.79M (+33.8%)
31.78M
est: 23.75M (+33.8%)
17.28M
est: 30.19M (-42.8%)
9.54M
est: 136.17M (-93.0%)
7.13M
est: 36.45M (-80.4%)
8.34M
est: 23.99M (-65.2%)
7.84M
est: 23.38M (-66.5%)
16.46M
est: 17.48M (-5.8%)
21.43M
est: 20.50M (+4.5%)
27.14M
est: 26.02M (+4.3%)
26.37M
est: 28.25M (-6.7%)
33.18M
est: 32.35M (+2.6%)
39.58M
est: 38.46M (+2.9%)
47.72M
est: 40.44M (+18.0%)
46.52M
est: 43.68M (+6.5%)
57.20M
est: 46.23M (+23.7%)
44.92M
est: 46.32M (-3.0%)
46.46M
est: 45.17M (+2.9%)
53.87M
est: 48.12M (+11.9%)
56.40M
est: 49.80M (+13.2%)
50.52M
49.46M – 51.40M
+1.4% YoY
52.61M
51.49M – 53.49M
+4.1% YoY
Net Income
13.35M
est: 12.39M (+7.7%)
16.19M
est: 14.78M (+9.6%)
19.19M
est: 18.63M (+3.0%)
21.02M
est: 20.93M (+0.5%)
13.41M
est: 10.25M (+30.8%)
8.93M
est: 7.88M (+13.4%)
7.36M
est: 7.34M (+0.3%)
7.78M
est: 7.45M (+4.4%)
8.19M
est: 7.87M (+4.0%)
13.37M
est: 10.70M (+24.9%)
15.24M
est: 13.97M (+9.1%)
18.07M
est: 16.63M (+8.6%)
17.57M
est: 17.81M (-1.4%)
19.54M
est: 18.81M (+3.9%)
29.68M
est: 29.60M (+0.3%)
35.96M
est: 33.81M (+6.4%)
35.44M
est: 28.70M (+23.5%)
43.01M
est: 39.08M (+10.1%)
33.66M
est: 39.28M (-14.3%)
34.84M
est: 33.53M (+3.9%)
40.56M
est: 38.27M (+6.0%)
42.33M
est: 40.88M (+3.5%)
50.72M
49.69M – 51.74M
+24.1% YoY
52.58M
51.49M – 53.66M
+3.7% YoY
SGA
13.92M
est: 13.21M (+5.4%)
15.65M
est: 14.68M (+6.6%)
16.77M
est: 16.31M (+2.8%)
17.86M
est: 17.84M (+0.1%)
16.67M
est: 19.54M (-14.7%)
18.96M
est: 19.34M (-1.9%)
22.85M
est: 22.30M (+2.4%)
22.72M
est: 20.74M (+9.5%)
22.51M
est: 27.87M (-19.2%)
23.88M
est: 23.16M (+3.1%)
26.35M
est: 29.81M (-11.6%)
28.26M
est: 31.01M (-8.9%)
30.98M
est: 37.41M (-17.2%)
34.53M
est: 40.56M (-14.9%)
39.74M
est: 49.25M (-19.3%)
39.07M
est: 47.66M (-18.0%)
42.07M
est: 39.55M (+6.4%)
43.95M
est: 45.97M (-4.4%)
48.78M
est: 56.25M (-13.3%)
53.19M
est: 45.12M (+17.9%)
51.76M
est: 48.07M (+7.7%)
65.12M
est: 49.75M (+30.9%)
50.47M
49.41M – 51.35M
+1.4% YoY
52.56M
51.44M – 53.43M
+4.1% YoY
EPS
1.41
est: 1.19 (+18.5%)
1.66
est: 1.36 (+22.1%)
1.96
est: 1.77 (+10.7%)
2.17
est: 2.10 (+3.3%)
1.40
est: 2.47 (-43.2%)
0.86
est: 0.71 (+21.1%)
0.61
est: 0.81 (-24.2%)
0.55
est: 0.58 (-5.2%)
0.58
est: 0.60 (-3.3%)
0.94
est: 0.55 (+72.5%)
1.09
est: 0.95 (+14.7%)
1.34
est: 1.26 (+6.8%)
1.30
est: 1.23 (+5.9%)
1.38
est: 1.44 (-4.3%)
1.94
est: 1.96 (-0.8%)
2.35
est: 2.29 (+2.6%)
2.33
est: 2.36 (-1.1%)
2.82
est: 2.83 (-0.4%)
2.25
est: 2.48 (-9.3%)
2.37
est: 2.47 (-4.0%)
2.84
est: 2.81 (+1.1%)
3.14
est: 3.02 (+4.1%)
3.74
3.66 – 3.81
+23.8% YoY
3.88
3.79 – 3.95
+3.8% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-28 DA Davidson Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-27 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-26 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-22 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-21 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-20 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-19 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-18 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-15 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-14 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-13 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-12 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-11 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-08 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-07 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-06 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-05 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-04 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-01 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-04-30 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-04-29 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-04-28 C+ 2/5 4/5 1/5 4/5 1/5 2/5 1/5
2026-04-27 C+ 2/5 4/5 1/5 4/5 1/5 2/5 1/5
2026-04-24 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-04-23 B+ 3/5 4/5 4/5 4/5 1/5 3/5 3/5
2026-04-22 B+ 3/5 4/5 4/5 4/5 1/5 3/5 3/5
2026-04-21 A- 4/5 5/5 4/5 4/5 1/5 3/5 3/5
2026-04-20 A- 4/5 5/5 4/5 4/5 1/5 3/5 3/5
2026-04-17 A- 4/5 5/5 4/5 5/5 1/5 3/5 3/5
2026-04-16 A- 4/5 5/5 4/5 5/5 1/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
4.09M
OE per share TTM
0.38
Owner's Yield
0.83%
Maintenance CapEx ratio
2.81%
Maint CapEx / Avg PPE
13.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
116
Total invested
257.04M
Insider transactions (90d)
5
Beneficial owners (>5%)
14
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 1.39M 9.40% 1.34M 1.39M HC Delaware 2024-01-24
2 30-0447847 1.06M 6.90% 1.03M 1.06M IA Delaware Limited Partnership 2022-02-08
3 (. 827.8K 6.00% 789.8K 827.8K IA Delaware 2017-02-09
4 Basswood Capital Management, L.L.C. 645.8K 4.90% 645.8K 10.00 IA Delaware 2016-02-23
5 Bennett Lindenbaum 645.8K 4.90% 645.8K 10.00 IN United States 2016-02-23
6 Matthew Lindenbaum 645.8K 4.90% 645.8K 10.00 IN United States 2016-02-23
7 Main Street Master, Ltd. 544.8K 4.10% 544.8K 10.00 CO Cayman Islands 2016-02-23
8 Basswood Enhanced Long Short Fund, LP 64.3K 0.50% 64.3K 10.00 PN Delaware 2016-02-23
9 Basswood Enhanced Long Short GP, LLC 64.3K 0.50% 64.3K 10.00 OO Delaware 2016-02-23
10 Basswood Partners, L.L.C. 8.8K 0.10% 8.8K 10.00 OO Delaware 2016-02-23
11 Basswood Financial Fund, LP 7.2K 0.10% 7.2K 10.00 PN Delaware 2016-02-23
12 Basswood Financial Fund, Inc. 3.2K 0.00% 3.2K 10.00 CO Cayman Islands 2016-02-23
13 BCM Select Equity I Master, Ltd. 3.1K 0.00% 3.1K 10.00 CO Cayman Islands 2016-02-23
14 Basswood Financial Long Only Fund, LP 1.6K 0.00% 1.6K 10.00 PN Delaware 2016-02-23

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
116
+4 vs prev Q
New positions
15
Closed positions
11
Increased
44
Reduced
47
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 BLACKROCK, INC. 1.27M -21.8K (-1.7%) 41.50M +4.2M (+11.1%) 9.41% -0.025 pp 0.00% +0.000 pp USD28.88 +13.2% 6 qtrs
2 DIMENSIONAL FUND ADVISORS LP 939.0K -6.4K (-0.7%) 30.69M +3.4M (+12.3%) 7.09% +0.181 pp 0.01% +0.001 pp USD19.09 +71.2% 51 qtrs
3 VANGUARD GROUP INC 734.5K +971.0 (+0.1%) 24.00M +2.8M (+13.2%) 5.44% +0.085 pp 0.00% +0.000 pp USD25.08 +30.3% 83 qtrs
4 PRIVATE MANAGEMENT GROUP INC 546.1K -36.6K (-6.3%) 17.85M +1.0M (+5.9%) 4.12% -0.134 pp 0.52% +0.018 pp USD14.83 +120.4% 60 qtrs
5 MANUFACTURERS LIFE INSURANCE COMPANY, THE 379.3K -3.6K (-1.0%) 12.40M +1.3M (+12.0%) 2.81% +0.014 pp 0.01% +0.001 pp USD23.79 +37.4% 27 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 286.5K -7.1K (-2.4%) 9.37M +875.1K (+10.3%) 2.12% -0.022 pp 0.00% +0.000 pp USD22.64 +44.3% 76 qtrs
7 STATE STREET CORP 279.7K -2.6K (-0.9%) 9.14M +980.3K (+12.0%) 2.07% +0.011 pp 0.00% +0.000 pp USD20.17 +62.0% 51 qtrs
8 JANUS HENDERSON GROUP PLC 259.0K +259.0K (+100.0%) 8.47M +8.5M (+100.0%) 1.92% +1.919 pp 0.00% +0.004 pp USD32.68 +0.0% 1 qtrs NEW
9 AMERICAN CENTURY COMPANIES INC 250.3K +28.2K (+12.7%) 8.18M +1.8M (+27.4%) 1.85% +0.232 pp 0.00% +0.001 pp USD26.17 +24.9% 23 qtrs
10 FMR LLC 204.6K +9.8K (+5.0%) 6.69M +1.1M (+18.7%) 1.52% +0.093 pp 0.00% +0.000 pp USD26.46 +23.5% 37 qtrs
11 RENAISSANCE TECHNOLOGIES LLC 181.9K -11.3K (-5.8%) 5.94M +359.1K (+6.4%) 1.35% -0.063 pp 0.01% +0.002 pp USD23.71 +37.8% 48 qtrs
12 CSM ADVISORS, LLC 165.2K +275.0 (+0.2%) 5.40M +632.0K (+13.3%) 1.22% +0.020 pp 0.15% +0.013 pp USD29.69 +10.1% 3 qtrs
13 NORTHERN TRUST CORP 158.2K -12.4K (-7.3%) 5.17M +238.1K (+4.8%) 1.17% -0.074 pp 0.00% +0.000 pp USD16.57 +97.2% 51 qtrs
14 BRIDGEWAY CAPITAL MANAGEMENT, LLC 133.0K +6.4K (+5.1%) 4.35M +687.3K (+18.8%) 0.99% +0.061 pp 0.09% +0.013 pp USD22.30 +46.5% 23 qtrs
15 MORGAN STANLEY 128.0K -1.8K (-1.4%) 4.18M +431.1K (+11.5%) 0.95% +0.001 pp 0.00% +0.000 pp USD23.86 +37.0% 49 qtrs
16 BANC FUNDS CO LLC 121.4K +— (+0.0%) 3.97M +457.8K (+13.0%) 0.92% +0.030 pp 0.79% +0.172 pp USD19.43 +68.2% 64 qtrs
17 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 111.4K +— (+0.0%) 3.64M +420.0K (+13.0%) 0.83% +0.012 pp 0.01% +0.001 pp USD18.73 +74.5% 22 qtrs
18 GOLDMAN SACHS GROUP INC 104.2K -7.1K (-6.4%) 3.41M +187.2K (+5.8%) 0.77% -0.041 pp 0.00% +0.000 pp USD25.31 +29.1% 35 qtrs
19 BANK OF NEW YORK MELLON CORP 99.8K -5.4K (-5.2%) 3.26M +219.1K (+7.2%) 0.75% -0.015 pp 0.00% +0.000 pp USD20.80 +57.1% 66 qtrs
20 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 82.7K +19.4K (+30.6%) 2.70M +872.0K (+47.6%) 0.61% +0.150 pp 0.00% +0.000 pp USD25.05 +30.5% 11 qtrs
21 LSV ASSET MANAGEMENT 80.4K -9.6K (-10.7%) 2.63M +25.0K (+1.0%) 0.60% -0.062 pp 0.01% +0.000 pp USD22.83 +43.1% 43 qtrs
22 EMPOWERED FUNDS, LLC 80.0K +6.4K (+8.7%) 2.61M +487.5K (+22.9%) 0.59% +0.055 pp 0.02% -0.001 pp USD20.50 +59.4% 11 qtrs
23 FISHER ASSET MANAGEMENT, LLC 48.5K +— (+0.0%) 1.59M +182.9K (+13.0%) 0.37% +0.012 pp 0.00% +0.000 pp USD28.41 +15.0% 4 qtrs
24 PANAGORA ASSET MANAGEMENT INC 48.2K +548.0 (+1.2%) 1.57M +197.5K (+14.3%) 0.36% +0.009 pp 0.01% +0.000 pp USD26.18 +24.8% 8 qtrs
25 MARTINGALE ASSET MANAGEMENT L P 41.4K -5.3K (-11.3%) 1.35M +3.5K (+0.3%) 0.31% -0.034 pp 0.03% +0.001 pp USD23.33 +40.1% 61 qtrs
26 FEDERATED HERMES, INC. 35.7K +22.8K (+175.8%) 1.17M +793.3K (+211.7%) 0.27% +0.175 pp 0.00% +0.001 pp USD30.48 +7.2% 45 qtrs
27 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 35.7K -1.7K (-4.5%) 1.17M +86.0K (+8.0%) 0.26% -0.009 pp 0.00% +0.000 pp USD22.41 +45.8% 57 qtrs
28 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 35.2K -366.0 (-1.0%) 1.15M +122.2K (+11.9%) 0.27% +0.006 pp 0.00% 0.000 pp USD26.41 +23.7% 7 qtrs
29 AQR CAPITAL MANAGEMENT LLC 33.0K -2.2K (-6.4%) 1.08M +59.7K (+5.9%) 0.24% -0.013 pp 0.00% 0.000 pp USD28.68 +13.9% 6 qtrs
30 JPMORGAN CHASE & CO 32.2K -9.5K (-22.8%) 1.05M -152.6K (-12.7%) 0.24% -0.061 pp 0.00% +0.000 pp USD25.26 +29.4% 51 qtrs
31 TWO SIGMA INVESTMENTS, LP 25.7K -3.5K (-11.9%) 841.4K -3.9K (-0.5%) 0.19% -0.023 pp 0.00% 0.000 pp USD28.90 +13.1% 20 qtrs
32 STATE OF WISCONSIN INVESTMENT BOARD 24.7K -500.0 (-2.0%) 807.2K +78.7K (+10.8%) 0.18% -0.001 pp 0.00% +0.000 pp USD19.60 +66.7% 13 qtrs
33 INVESCO LTD. 24.1K +3.1K (+14.6%) 786.8K +179.2K (+29.5%) 0.18% +0.025 pp 0.00% +0.000 pp USD29.06 +12.5% 4 qtrs
34 JANE STREET GROUP, LLC 23.8K -15.2K (-39.0%) 776.7K -349.9K (-31.1%) 0.18% -0.109 pp 0.00% 0.000 pp USD28.25 +15.7% 7 qtrs
35 NUVEEN, LLC 23.2K -2.3K (-9.1%) 757.8K +20.0K (+2.7%) 0.17% -0.015 pp 0.00% +0.000 pp USD27.88 +17.2% 4 qtrs
36 AMERIPRISE FINANCIAL INC 22.5K -199.6K (-89.9%) 734.0K -5.7M (-88.6%) 0.17% -1.456 pp 0.00% -0.001 pp USD23.02 +42.0% 41 qtrs
37 BARCLAYS PLC 21.9K +5.0K (+29.5%) 715.0K +227.1K (+46.5%) 0.16% +0.039 pp 0.00% +0.000 pp USD29.28 +11.6% 51 qtrs
38 MARINER, LLC 21.7K +7.7K (+54.8%) 708.7K +303.7K (+75.0%) 0.16% +0.058 pp 0.00% +0.000 pp USD25.37 +28.8% 13 qtrs
39 MUTUAL ADVISORS, LLC 21.0K -4.0K (-16.0%) 684.7K +21.2K (+3.2%) 0.16% -0.024 pp 0.01% +0.000 pp USD16.97 +92.6% 11 qtrs
40 MARSHALL WACE, LLP 20.3K +9.0K (+78.9%) 664.0K +335.7K (+102.3%) 0.15% +0.068 pp 0.00% +0.000 pp USD30.57 +6.9% 2 qtrs
41 QUBE RESEARCH & TECHNOLOGIES LTD 20.0K +3.5K (+21.6%) 653.1K +177.9K (+37.4%) 0.15% +0.028 pp 0.00% +0.000 pp USD29.58 +10.5% 2 qtrs
42 QUANTINNO CAPITAL MANAGEMENT LP 20.0K +1.2K (+6.2%) 652.5K +108.9K (+20.0%) 0.15% +0.011 pp 0.00% 0.000 pp USD28.81 +13.4% 4 qtrs
43 BANK OF AMERICA CORP /DE/ 17.3K -47.1K (-73.1%) 565.2K -1.3M (-69.6%) 0.13% -0.342 pp 0.00% 0.000 pp USD28.49 +14.7% 52 qtrs
44 JACOBS LEVY EQUITY MANAGEMENT, INC 16.5K -1.3K (-7.4%) 540.8K +24.2K (+4.7%) 0.12% -0.008 pp 0.00% +0.000 pp USD25.47 +28.3% 35 qtrs
45 RHUMBLINE ADVISERS 16.2K -3.1K (-15.9%) 529.9K -27.8K (-5.0%) 0.12% -0.021 pp 0.00% +0.000 pp USD20.59 +58.7% 51 qtrs
46 ALLIANCEBERNSTEIN L.P. 16.1K +60.0 (+0.4%) 526.7K +62.5K (+13.5%) 0.12% +0.002 pp 0.00% +0.000 pp USD21.56 +51.6% 39 qtrs
47 WELLS FARGO & COMPANY/MN 14.4K +4.0K (+38.8%) 471.6K +171.0K (+56.9%) 0.11% +0.031 pp 0.00% +0.000 pp USD25.57 +27.8% 57 qtrs
48 VOYA INVESTMENT MANAGEMENT LLC 13.5K +206.0 (+1.5%) 442.8K +57.0K (+14.8%) 0.10% +0.005 pp 0.00% +0.000 pp USD28.78 +13.6% 5 qtrs
49 PASADENA PRIVATE WEALTH, LLC 13.4K +200.0 (+1.5%) 437.9K +56.3K (+14.8%) 0.10% +0.005 pp 0.06% +0.005 pp USD21.41 +52.6% 13 qtrs
50 TREXQUANT INVESTMENT LP 13.3K +6.1K (+83.5%) 434.9K +225.3K (+107.4%) 0.10% +0.046 pp 0.00% +0.002 pp USD28.49 +14.7% 13 qtrs
51 TWO SIGMA ADVISERS, LP 12.7K -2.9K (-18.6%) 415.0K -36.0K (-8.0%) 0.09% -0.020 pp 0.00% 0.000 pp USD23.71 +37.8% 33 qtrs
52 MKT ADVISORS LLC 12.3K +— (+0.0%) 411.6K +58.4K (+16.5%) 0.09% +0.003 pp 0.14% +0.009 pp USD27.15 +20.4% 17 qtrs
53 DEUTSCHE BANK AG\ 12.1K +6.7K (+126.0%) 395.4K +240.6K (+155.5%) 0.09% +0.052 pp 0.00% +0.000 pp USD29.75 +9.8% 50 qtrs
54 CITADEL ADVISORS LLC 11.9K +11.9K (+100.0%) 389.4K +389.4K (+100.0%) 0.09% +0.088 pp 0.00% +0.000 pp USD32.68 +0.0% 1 qtrs NEW
55 FOURTHSTONE LLC 11.2K +11.2K (+100.0%) 367.0K +367.0K (+100.0%) 0.08% +0.083 pp 0.07% +0.069 pp USD32.68 +0.0% 3 qtrs
56 STRS OHIO 10.9K +— (+0.0%) 356.2K +41.1K (+13.0%) 0.08% +0.003 pp 0.00% +0.000 pp USD18.38 +77.8% 60 qtrs
57 MILLENNIUM MANAGEMENT LLC 10.7K -7.1K (-40.0%) 348.7K -165.1K (-32.1%) 0.08% -0.051 pp 0.00% 0.000 pp USD29.30 +11.5% 6 qtrs
58 FRANKLIN RESOURCES INC 10.2K +662.0 (+6.9%) 334.6K +57.7K (+20.9%) 0.08% +0.007 pp 0.00% +0.000 pp USD29.13 +12.2% 6 qtrs
59 D. E. SHAW & CO., INC. 10.0K +10.0K (+100.0%) 326.5K +326.5K (+100.0%) 0.07% +0.074 pp 0.00% +0.000 pp USD32.68 +0.0% 1 qtrs NEW
60 UBS GROUP AG 8.7K +1.9K (+27.7%) 284.0K +87.3K (+44.4%) 0.06% +0.015 pp 0.00% +0.000 pp USD26.84 +21.8% 45 qtrs
61 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 8.2K +— (+0.0%) 267.7K +30.9K (+13.0%) 0.06% +0.002 pp 0.00% +0.000 pp USD29.69 +10.1% 5 qtrs
62 METLIFE INVESTMENT MANAGEMENT, LLC 8.0K +— (+0.0%) 262.6K +30.3K (+13.0%) 0.06% +0.002 pp 0.00% +0.000 pp USD25.99 +25.7% 33 qtrs
63 PRICE T ROWE ASSOCIATES INC /MD/ 7.5K +7.5K (+100.0%) 247.0K +247.0K (+100.0%) 0.06% +0.056 pp 0.00% +0.000 pp USD32.68 +0.0% 1 qtrs NEW
64 CANADA PENSION PLAN INVESTMENT BOARD 7.0K +7.0K (+100.0%) 228.8K +228.8K (+100.0%) 0.05% +0.052 pp 0.00% +0.000 pp USD32.68 +0.0% 1 qtrs NEW
65 OCCUDO QUANTITATIVE STRATEGIES LP 6.6K +6.6K (+100.0%) 216.7K +216.7K (+100.0%) 0.05% +0.049 pp 0.01% +0.015 pp USD32.68 +0.0% 1 qtrs NEW
66 GRADIENT INVESTMENTS LLC 6.6K +6.6K (+100.0%) 214.4K +214.4K (+100.0%) 0.05% +0.050 pp 0.00% +0.003 pp USD32.68 +0.0% 1 qtrs NEW
67 GLOBEFLEX CAPITAL L P 6.3K +— (+0.0%) 205.5K +23.7K (+13.0%) 0.05% +0.002 pp 0.03% +0.004 pp USD27.15 +20.4% 17 qtrs
68 CWM, LLC 6.0K -159.0 (-2.6%) 196.0K +18.0K (+10.1%) 0.04% -0.001 pp 0.00% +0.000 pp USD22.05 +48.2% 17 qtrs
69 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 5.7K -14.0 (-0.2%) 186.0K +21.1K (+12.8%) 0.04% +0.001 pp 0.00% +0.000 pp USD23.26 +40.5% 7 qtrs
70 SG AMERICAS SECURITIES, LLC 4.7K +4.7K (+100.0%) 153.0K +153.0K (+100.0%) 0.04% +0.035 pp 0.00% +0.000 pp USD32.68 +0.0% 1 qtrs NEW
71 LOS ANGELES CAPITAL MANAGEMENT LLC 5.1K -18.3K (-78.1%) 150.6K -528.1K (-77.8%) 0.04% -0.133 pp 0.00% -0.002 pp USD21.18 +54.3% 10 qtrs
72 BFSG, LLC 4.5K +55.0 (+1.2%) 148.0K +18.7K (+14.4%) 0.03% +0.002 pp 0.01% +0.002 pp USD22.77 +43.5% 9 qtrs
73 NEW YORK STATE COMMON RETIREMENT FUND 3.8K +— (+0.0%) 124.6K +14.4K (+13.0%) 0.03% +0.001 pp 0.00% +0.000 pp USD20.66 +58.2% 43 qtrs
74 CITIGROUP INC 3.7K +2.2K (+147.4%) 120.3K +77.3K (+179.6%) 0.03% +0.016 pp 0.00% +0.000 pp USD29.91 +9.3% 54 qtrs
75 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 3.7K +— (+0.0%) 119.7K +13.8K (+13.0%) 0.03% +0.000 pp 0.00% +0.000 pp USD23.13 +41.3% 28 qtrs
76 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 3.5K +— (+0.0%) 114.4K +13.2K (+13.0%) 0.03% +0.000 pp 0.00% +0.000 pp USD28.92 +13.0% 5 qtrs
77 BNP PARIBAS ARBITRAGE, SNC 3.1K -426.0 (-11.9%) 102.6K -481.0 (-0.5%) 0.02% -0.003 pp 0.00% +0.000 pp USD25.92 +26.1% 46 qtrs
78 ADVISOR GROUP HOLDINGS, INC. 2.7K +24.0 (+0.9%) 89.1K +10.9K (+14.0%) 0.02% +0.001 pp 0.00% +0.000 pp USD19.93 +64.0% 24 qtrs
79 AMERITAS INVESTMENT PARTNERS, INC. 1.2K +— (+0.0%) 40.6K +4.7K (+13.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD27.78 +17.6% 36 qtrs
80 RUSSELL INVESTMENTS GROUP, LTD. 1.2K +128.0 (+12.0%) 39.1K +8.2K (+26.6%) 0.01% +0.001 pp 0.00% +0.000 pp USD29.22 +11.8% 37 qtrs
81 WHITTIER TRUST CO 1.2K +— (+0.0%) 38.8K +5.4K (+16.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD18.26 +79.0% 40 qtrs
82 LEGAL & GENERAL GROUP PLC 1.1K +— (+0.0%) 36.5K +4.2K (+13.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD24.02 +36.1% 39 qtrs
83 GREAT WEST LIFE ASSURANCE CO /CAN/ 1.0K +19.0 (+1.9%) 34.0K +4.0K (+13.3%) 0.01% +0.000 pp 0.00% +0.000 pp USD25.22 +29.6% 32 qtrs
84 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 754.00 -202.0 (-21.1%) 24.6K -3.0K (-10.8%) 0.01% -0.001 pp 0.00% +0.000 pp USD16.15 +102.4% 52 qtrs
85 PINNACLE WEALTH PLANNING SERVICES, INC. 736.00 +736.0 (+100.0%) 24.1K +24.1K (+100.0%) 0.01% +0.006 pp 0.00% +0.003 pp USD32.68 +0.0% 1 qtrs NEW
86 STERLING CAPITAL MANAGEMENT LLC 706.00 -151.0 (-17.6%) 23.1K -1.7K (-6.9%) 0.01% -0.001 pp 0.00% +0.000 pp USD29.02 +12.6% 6 qtrs
87 NISA INVESTMENT ADVISORS, LLC 589.00 +— (+0.0%) 19.2K +2.2K (+13.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.08 +80.8% 22 qtrs
88 ROYAL BANK OF CANADA 567.00 -188.0 (-24.9%) 18.0K -4.0K (-18.2%) 0.00% -0.001 pp 0.00% +0.000 pp USD23.63 +38.3% 25 qtrs
89 STATE OF ALASKA, DEPARTMENT OF REVENUE 546.00 +— (+0.0%) 17.0K +2.0K (+13.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.91 +13.0% 2 qtrs
90 ROCKEFELLER CAPITAL MANAGEMENT L.P. 502.00 +302.0 (+151.0%) 16.4K +10.6K (+183.7%) 0.00% +0.002 pp 0.00% +0.000 pp USD31.18 +4.8% 2 qtrs
91 TOWER RESEARCH CAPITAL LLC (TRC) 472.00 +10.0 (+2.2%) 15.4K +2.1K (+15.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD27.39 +19.3% 35 qtrs
92 AMALGAMATED BANK 385.00 -104.0 (-21.3%) 13.0K -1.0K (-7.1%) 0.00% -0.001 pp 0.00% +0.000 pp USD24.87 +31.4% 16 qtrs
93 SPIRE WEALTH MANAGEMENT 360.00 -1.2K (-76.7%) 11.8K -32.9K (-73.7%) 0.00% -0.009 pp 0.00% -0.001 pp USD23.36 +39.9% 20 qtrs
94 EVERSOURCE WEALTH ADVISORS, LLC 358.00 +243.0 (+211.3%) 11.7K +8.4K (+252.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD31.62 +3.4% 5 qtrs
95 IFP ADVISORS, INC 306.00 -5.0 (-1.6%) 10.0K +1.0K (+11.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.58 +14.3% 5 qtrs
96 FARTHER FINANCE ADVISORS, LLC 232.00 +5.0 (+2.2%) 7.6K +1.0K (+15.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.97 +12.8% 9 qtrs
97 VERSANT CAPITAL MANAGEMENT, INC 216.00 +44.0 (+25.6%) 7.1K +2.1K (+41.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD29.68 +10.1% 5 qtrs
98 GAMMA INVESTING LLC 200.00 +— (+0.0%) 6.5K +754.0 (+13.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.10 +16.3% 6 qtrs
99 NORTH STAR INVESTMENT MANAGEMENT CORP. 180.00 +— (+0.0%) 5.9K +678.0 (+13.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.93 +82.3% 42 qtrs
100 ALLWORTH FINANCIAL LP 154.00 +77.0 (+100.0%) 5.0K +2.8K (+126.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD30.99 +5.5% 6 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 71 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust NASDAQ ABA Community Bank Index Fund QABA 0.22% 196.5K 0.63%
2 Inspire Small/Mid Cap ETF ISMD 0.20% 674.6K 0.53%
3 Federated Hermes MDT Small Cap Core ETF FSCC 0.18% 300.9K 0.51%
4 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.14% 2.35M 0.47%
5 iShares Micro-Cap ETF IWC 0.11% 1.65M 0.60%
6 Fidelity Enhanced Small Cap ETF FESM 0.05% 2.89M 0.28%
7 WisdomTree U.S. SmallCap Dividend Fund DES 0.05% 1.04M 0.38%
8 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.05% 498.9K 0.20%
9 Avantis U.S. Small Cap Value ETF AVUV 0.04% 12.96M 0.25%
10 Avantis U.S. Small Cap Equity ETF AVSC 0.04% 1.14M 0.25%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.43
Bearish
Ratio by volume
0.38
Bearish
Buys
3
Sells
7
Shares acquired
15.0K
Shares disposed
40.0K
Cash buys
Cash sales
4.00
Net activity
-25,000
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-29 Boyle Hugh F Officer S-Sale D Common Stock 10,000 38.21 382.1K 21,781 D
2026-05-22 Treece Christopher G Officer M-Exempt A Common Stock 10,000 27.11 271.1K 49,095 D
2026-05-19 Wolfe Marcus G Officer Common Stock 0 0.00 1,561 D
2026-05-18 Christenson Vonn R Director M-Exempt A Common Stock 1,053 28.21 29.7K 1,242 D
2026-05-08 Christenson Vonn R Director M-Exempt A Common Stock 3,947 28.21 111.3K 4,136 D
2026-03-01 Boyle Hugh F Officer F-InKind D Common Stock 1,689 35.98 60.8K 31,781 D
2026-02-23 Treece Christopher G Officer F-InKind D Common Stock 800 36.09 28.9K 39,095 D
2026-02-23 Olague Michael Officer F-InKind D Common Stock 665 36.09 24.0K 26,799 D
2026-02-23 McPhaill Kevin J Officer F-InKind D Common Stock 1,358 36.09 49.0K 67,807 D
2026-02-23 Coen Natalia M Officer F-InKind D Common Stock 653 36.09 23.6K 26,836 D
2026-02-23 Boyle Hugh F Officer F-InKind D Common Stock 794 36.09 28.7K 33,470 D
2026-02-17 BERRA ALBERT L Director M-Exempt A Common Stock 5,000 17.25 86.3K 147,843 D
2026-02-13 Castle Julie G Director S-Sale D Common Stock 250 37.52 9.4K 2,181 D
2026-02-12 Treece Christopher G Officer A-Award A Common Stock 4,518 0.00 37,463 D
2026-02-12 Olague Michael Officer A-Award A Common Stock 3,475 0.00 23,989 D
2026-02-12 McPhaill Kevin J Officer A-Award A Common Stock 6,602 0.00 62,563 D
2026-02-12 Coen Natalia M Officer A-Award A Common Stock 3,651 0.00 26,272 D
2026-02-12 Boyle Hugh F Officer A-Award A Common Stock 4,026 0.00 32,922 D
2026-02-10 McPhaill Kevin J Officer M-Exempt A Common Stock 3,232 27.35 88.4K 23,931 D
2026-02-09 McPhaill Kevin J Officer M-Exempt A Common Stock 1,138 27.35 31.1K 24,018 D
2026-02-06 McPhaill Kevin J Officer M-Exempt D Stock Options 630 27.35 17.2K 4,370 D
2026-02-05 HOLLY JAMES C Director M-Exempt A Common Stock 5,000 17.25 86.3K 307,970 D
2026-02-05 Castle Julie G Director S-Sale D Common Stock 500 37.90 19.0K 2,681 D
2026-01-15 Scearcy Lynda Director M-Exempt D Stock Options 5,000 28.21 141.1K 0 D
2025-12-31 Treece Christopher G Officer 0 0.00 0
2025-12-31 Olague Michael Officer Common Stock 0 0.00 8,809 D
2025-12-31 McPhaill Kevin J Officer Common Stock 0 0.00 20,699 D
2025-12-31 Coen Natalia M Officer 0 0.00 0
2025-12-31 Boyle Hugh F Officer 0 0.00 0
2025-12-10 HOLLY JAMES C Director G-Gift D Common Stock 10,400 34.41 357.9K 302,970 D
2025-12-10 Abundis Susan M Director S-Sale D Common Stock 600 33.50 20.1K 7,603 D
2025-12-09 Scearcy Lynda Director S-Sale D Common Stock 100 32.68 3.3K 30,133 D
2025-12-03 Dabney Cindy L Officer S-Sale D Common Stock 856 32.00 27.4K 6,609 D
2025-11-20 THARP MORRIS A Director A-Award A Common Stock 1,445 0.00 11,139 D
2025-11-20 Scearcy Lynda Director A-Award A Common Stock 1,445 0.00 11,139 D
2025-11-20 Karim Ermina Director A-Award A Common Stock 1,445 0.00 6,702 D
2025-11-20 HOLLY JAMES C Director A-Award A Common Stock 1,445 0.00 11,139 D
2025-11-20 Gil Michele M Director A-Award A Common Stock 1,445 0.00 6,702 D
2025-11-20 Dutto Laurence S Director A-Award A Common Stock 1,445 0.00 11,139 D
2025-11-20 Christenson Vonn R Director A-Award A Common Stock 1,445 0.00 11,139 D
2025-11-20 Castle Julie G Director A-Award A Common Stock 1,445 0.00 7,806 D
2025-11-20 BERRA ALBERT L Director A-Award A Common Stock 1,445 0.00 11,139 D
2025-11-20 Abundis Susan M Director A-Award A Common Stock 1,445 0.00 8,203 D
2025-11-18 Wade William J Officer A-Award A Common Stock 13,990 0.00 13,990 D
2025-11-18 Treece Christopher G Officer F-InKind D Common Stock 516 28.59 14.8K 35,778 D
2025-11-18 Olague Michael Officer F-InKind D Common Stock 596 28.59 17.0K 23,645 D
2025-11-18 McPhaill Kevin J Officer F-InKind D Common Stock 3,693 28.59 105.6K 57,486 D
2025-11-18 Boyle Hugh F Officer F-InKind D Common Stock 2,216 28.59 63.4K 29,811 D
2025-11-17 Dutto Laurence S Director G-Gift D Common Stock 400 28.78 11.5K 4,870 D
2025-11-16 Treece Christopher G Officer F-InKind D Common Stock 583 29.38 17.1K 36,294 D
2025-11-16 Olague Michael Officer F-InKind D Common Stock 673 29.38 19.8K 24,241 D
2025-11-16 McPhaill Kevin J Officer F-InKind D Common Stock 1,122 29.38 33.0K 62,172 D
2025-11-16 Boyle Hugh F Officer F-InKind D Common Stock 673 29.38 19.8K 32,623 D
2025-11-10 Scearcy Lynda Director S-Sale D Common Stock 1,000 30.00 30.0K 30,233 D
2025-08-20 Treece Christopher G Officer F-InKind D Common Stock 1,954 29.26 57.2K 36,877 D
2025-08-20 Olague Michael Officer F-InKind D Common Stock 2,257 29.26 66.0K 24,914 D
2025-08-20 McPhaill Kevin J Officer F-InKind D Common Stock 3,385 29.26 99.0K 63,294 D
2025-08-08 Olague Michael Officer M-Exempt A Common Stock 1,312 27.11 35.6K 18,002 D
2025-07-31 Castle Julie G Director S-Sale D Common Stock 976 29.25 28.5K 3,181 D
2025-07-28 Wade William J Officer 0 0.00 0
2025-07-01 Scearcy Lynda Director M-Exempt A Common Stock 3,297 17.25 56.9K 35,530 D
2025-06-30 Scearcy Lynda Director S-Sale D Common Stock 3,703 30.01 111.1K 32,233 D
2025-03-21 Dusi Matthew Officer F-InKind D Common Stock 625 28.53 17.8K 8,767 D
2025-03-21 Dabney Cindy L Officer F-InKind D Common Stock 216 28.53 6.2K 1,712 D
2025-03-14 Christenson Vonn R Director S-Sale D Common Stock 725 28.48 20.7K 189 D
2025-03-06 BERRA ALBERT L Director G-Gift D Common Stock 7,220 28.71 207.3K 142,843 D
2025-03-05 Castle Julie G Director S-Sale D Common Stock 0 28.96 9.67 4,157 D
2025-03-04 Castle Julie G Director S-Sale D Common Stock 0 29.60 1.10 0 I
2025-03-01 Boyle Hugh F Officer F-InKind D Common Stock 1,774 30.72 54.5K 33,296 D
2025-02-13 Treece Christopher G Officer A-Award A Common Stock 4,610 0.00 36,349 D
2025-02-13 Olague Michael Officer A-Award A Common Stock 3,546 0.00 23,625 D
2025-02-13 McPhaill Kevin J Officer A-Award A Common Stock 8,003 0.00 58,676 D
2025-02-13 Coen Natalia M Officer A-Award A Common Stock 3,843 0.00 23,196 D
2025-02-13 Boyle Hugh F Officer A-Award A Common Stock 1,412 0.00 35,070 D
2025-02-10 Gil Michele M Director S-Sale D Common Stock 1 30.46 27.93 2,493 D
2025-02-07 Olague Michael Officer M-Exempt A Common Stock 2,066 28.21 58.3K 15,972 D
2025-02-06 Olague Michael Officer M-Exempt D Stock Options 2,191 27.11 59.4K 1,497 D
2025-02-06 Castle Julie G Director S-Sale D Common Stock 1,104 32.00 35.3K 4,157 D
2024-12-31 Treece Christopher G Officer 0 0.00 0
2024-12-31 Olague Michael Officer Common Stock 0 0.00 12,409 D
2024-12-31 McPhaill Kevin J Officer Common Stock 0 0.00 20,699 D
2024-12-31 Gil Michele M Director Common Stock 0 0.00 2,000 I
2024-12-31 Boyle Hugh F Officer 0 0.00 0
2024-12-05 THARP MORRIS A Director S-Sale D Common Stock 20,000 30.50 610.0K 419,760 D
2024-12-04 THARP MORRIS A Director S-Sale D Common Stock 10,000 30.50 305.0K 439,760 D
2024-11-29 Dusi Matthew Officer F-InKind D Common Stock 210 31.47 6.6K 9,392 D
2024-11-26 THARP MORRIS A Director S-Sale D Common Stock 25,300 31.52 797.5K 449,760 D
2024-11-21 THARP MORRIS A Director A-Award A Common Stock 1,261 0.00 9,694 D
2024-11-21 Scearcy Lynda Director A-Award A Common Stock 1,261 0.00 9,694 D
2024-11-21 Karim Ermina Director A-Award A Common Stock 1,261 0.00 5,257 D
2024-11-21 HOLLY JAMES C Director A-Award A Common Stock 1,261 0.00 9,694 D
2024-11-21 Gil Michele M Director A-Award A Common Stock 1,261 0.00 5,257 D
2024-11-21 Dutto Laurence S Director A-Award A Common Stock 1,261 0.00 9,694 D
2024-11-21 Christenson Vonn R Director A-Award A Common Stock 1,261 0.00 9,694 D
2024-11-21 Castle Julie G Director A-Award A Common Stock 1,261 0.00 6,361 D
2024-11-21 BERRA ALBERT L Director A-Award A Common Stock 1,261 0.00 9,694 D
2024-11-21 Abundis Susan M Director A-Award A Common Stock 1,261 0.00 6,758 D
2024-11-19 Treece Christopher G Officer F-InKind D Common Stock 234 31.06 7.3K 32,245 D
2024-11-19 Olague Michael Officer F-InKind D Common Stock 234 31.06 7.3K 20,585 D
2024-11-19 McPhaill Kevin J Officer F-InKind D Common Stock 389 31.06 12.1K 51,515 D
2024-11-19 Dabney Cindy L Officer F-InKind D Common Stock 66 31.06 2.0K 1,928 D
2024-11-19 Boyle Hugh F Officer F-InKind D Common Stock 234 31.06 7.3K 29,927 D
2024-11-18 Treece Christopher G Officer F-InKind D Common Stock 794 31.00 24.6K 33,073 D
2024-11-18 Olague Michael Officer F-InKind D Common Stock 794 31.00 24.6K 21,413 D
2024-11-18 McPhaill Kevin J Officer F-InKind D Common Stock 991 31.00 30.7K 51,904 D
2024-11-18 Boyle Hugh F Officer F-InKind D Common Stock 794 31.00 24.6K 30,755 D
2024-11-16 Treece Christopher G Officer F-InKind D Common Stock 672 31.33 21.1K 33,867 D
2024-11-16 Olague Michael Officer F-InKind D Common Stock 672 31.33 21.1K 22,207 D
2024-11-16 McPhaill Kevin J Officer F-InKind D Common Stock 1,120 31.33 35.1K 54,218 D
2024-11-16 Coen Natalia M Officer F-InKind D Common Stock 1,850 31.33 58.0K 19,353 D
2024-11-16 Boyle Hugh F Officer F-InKind D Common Stock 672 31.33 21.1K 31,549 D
2024-11-14 THARP MORRIS A Director M-Exempt A Common Stock 5,000 17.25 86.3K 480,060 D
2024-11-12 THARP MORRIS A Director S-Sale D Common Stock 5,000 32.45 162.3K 475,060 D
2024-11-07 BERRA ALBERT L Director S-Sale D Common Stock 2,540 32.24 81.9K 150,063 D
2024-11-06 Dabney Cindy L Officer M-Exempt A Common Stock 1,000 17.25 17.3K 6,864 D
2024-11-05 HOLLY JAMES C Director M-Exempt A Common Stock 5,000 16.35 81.8K 318,370 D
2024-10-30 THARP MORRIS A Director M-Exempt D Stock Options 5,000 16.35 81.8K 0 D
2024-08-21 Scearcy Lynda Director M-Exempt A Common Stock 5,000 16.35 81.8K 34,233
2024-08-20 Treece Christopher G Officer F-InKind D Common Stock 2,253 27.83 62.7K 34,539
2024-08-20 Olague Michael Officer F-InKind D Common Stock 2,253 27.83 62.7K 22,879
2024-08-20 McPhaill Kevin J Officer F-InKind D Common Stock 3,379 27.83 94.0K 55,338
2024-07-31 THARP MORRIS A Director S-Sale D Common Stock 10,000 29.26 292.6K 475,060
2024-07-29 Olague Michael Officer S-Sale D Common Stock 11,660 28.45 331.7K 25,132
2024-07-26 THARP MORRIS A Director S-Sale D Common Stock 3,122 29.92 93.4K 485,060
2024-07-26 Olague Michael Officer S-Sale D Common Stock 6,758 29.15 197.0K 10,507
2024-07-26 McPhaill Kevin J Officer S-Sale D Common Stock 6,285 29.87 187.7K 20,699
2024-07-26 Castle Julie G Director S-Sale D Common Stock 1,235 29.36 36.3K 0
2024-07-25 THARP MORRIS A Director S-Sale D Common Stock 10,000 30.76 307.6K 507,560
2024-07-25 Olague Michael Officer S-Sale D Common Stock 14,088 30.95 436.0K 17,265
2024-07-25 McPhaill Kevin J Officer M-Exempt D Stock Options 215 16.55 3.6K 9,785
2024-05-09 Olague Michael Officer S-Sale D Common Stock 4,753 22.29 106.0K 31,353
2024-05-09 Castle Julie G Director L-Small A Common Stock 54 22.11 1.2K 5,261
2024-03-21 Dusi Matthew Officer A-Award A Common Stock 5,235 0.00 9,602
2024-03-21 Dabney Cindy L Officer A-Award A Common Stock 1,570 0.00 1,994
2024-03-08 Dusi Matthew Officer D Common Stock 0 0.00 4,367
2024-03-01 Boyle Hugh F Officer F-InKind D Common Stock 1,771 18.09 32.0K 32,221
2023-12-31 BERRA ALBERT L Director D Common Stock 0 0.00 147,603
2023-12-12 HOLLY JAMES C Director G-Gift D Common Stock 16,900 0.00 313,370
2023-12-01 Abundis Susan M Director S-Sale D Common Stock 788 18.74 14.8K 5,497
2023-11-19 Treece Christopher G Officer F-InKind D Common Stock 229 19.13 4.4K 36,792
2023-11-19 Olague Michael Officer F-InKind D Common Stock 229 19.13 4.4K 36,792
2023-11-19 McPhaill Kevin J Officer F-InKind D Common Stock 381 19.13 7.3K 58,717
2023-11-19 Johnson Jennifer Ann Officer F-InKind D Common Stock 229 19.13 4.4K 36,792
2023-11-19 Dabney Cindy L Officer F-InKind D Common Stock 64 19.13 1.2K 424
2023-11-19 Boyle Hugh F Officer F-InKind D Common Stock 229 19.13 4.4K 33,992
2023-11-18 Treece Christopher G Officer F-InKind D Common Stock 582 19.13 11.1K 37,021
2023-11-18 Olague Michael Officer F-InKind D Common Stock 582 19.13 11.1K 37,021
2023-11-18 McPhaill Kevin J Officer F-InKind D Common Stock 970 19.13 18.6K 59,098
2023-11-18 Johnson Jennifer Ann Officer F-InKind D Common Stock 582 19.13 11.1K 37,021
2023-11-18 Boyle Hugh F Officer F-InKind D Common Stock 582 19.13 11.1K 34,221
2023-11-16 WOODS GORDON T Director A-Award A Common Stock 2,120 0.00 8,433
2023-11-16 Treece Christopher G Officer A-Award A Common Stock 3,975 0.00 31,640
2023-11-16 THARP MORRIS A Director A-Award A Common Stock 2,120 0.00 8,433
2023-11-16 Scearcy Lynda Director A-Award A Common Stock 2,120 0.00 8,433
2023-11-16 Olague Michael Officer A-Award A Common Stock 3,975 0.00 31,640
2023-11-16 McPhaill Kevin J Officer A-Award A Common Stock 9,939 0.00 60,068
2023-11-16 Karim Ermina Director A-Award A Common Stock 2,120 0.00 3,996
2023-11-16 Johnson Jennifer Ann Officer A-Award A Common Stock 5,963 0.00 37,603
2023-11-16 HOLLY JAMES C Director A-Award A Common Stock 2,120 0.00 8,433
2023-11-16 Gil Michele M Director A-Award A Common Stock 2,120 0.00 3,996
2023-11-16 Dutto Laurence S Director A-Award A Common Stock 2,120 0.00 8,433
2023-11-16 Coen Natalia M Officer A-Award A Common Stock 21,203 0.00 21,203
2023-11-16 Christenson Vonn R Director A-Award A Common Stock 2,120 0.00 8,433
2023-11-16 Castle Julie G Director A-Award A Common Stock 2,120 0.00 5,100
2023-11-16 Boyle Hugh F Officer A-Award A Common Stock 3,975 0.00 28,840
2023-11-16 BERRA ALBERT L Director A-Award A Common Stock 2,120 0.00 8,433
2023-11-16 Abundis Susan M Director A-Award A Common Stock 2,120 0.00 6,285
2023-09-22 Coen Natalia M Officer 0 0.00 0
2023-08-20 Treece Christopher G Officer F-InKind D Common Stock 2,204 20.78 45.8K 27,665
2023-08-20 Olague Michael Officer F-InKind D Common Stock 2,204 20.78 45.8K 27,665
2023-08-20 McPhaill Kevin J Officer F-InKind D Common Stock 3,306 20.78 68.7K 43,503
2023-08-20 Johnson Jennifer Ann Officer F-InKind D Common Stock 2,204 20.78 45.8K 27,665
2023-08-11 Dutto Laurence S Director G-Gift D Common Stock 400 21.63 8.7K 4,870
2023-07-31 Dutto Laurence S Director P-Purchase A Common Stock 200 21.17 4.2K 5,270
2023-05-17 WOODS GORDON T Director P-Purchase A Common Stock 30 15.90 477.00 20,030
2023-05-02 Castle Julie G Director P-Purchase A Common Stock 2 15.50 31.00 4,209
2023-03-01 Boyle Hugh F Officer F-InKind D Common Stock 1,764 20.23 35.7K 24,865
2023-02-09 Castle Julie G Director L-Small A Common Stock 46 20.95 957.14 4,207
2022-12-31 HOLLY JAMES C Director D Common Stock 0 0.00 6,313
2022-11-19 Treece Christopher G Officer F-InKind D Common Stock 229 21.32 4.9K 29,869
2022-11-19 Olague Michael Officer F-InKind D Common Stock 229 21.32 4.9K 29,869
2022-11-19 McPhaill Kevin J Officer F-InKind D Common Stock 381 21.32 8.1K 46,809
2022-11-19 Johnson Jennifer Ann Officer F-InKind D Common Stock 229 21.32 4.9K 29,869
2022-11-19 Dabney Cindy L Officer F-InKind D Common Stock 64 21.32 1.4K 488
2022-11-19 Boyle Hugh F Officer F-InKind D Common Stock 229 21.32 4.9K 26,629
2022-11-18 WOODS GORDON T Director A-Award A Common Stock 1,876 0.00 6,313
2022-11-18 Treece Christopher G Officer A-Award A Common Stock 3,517 0.00 24,822
2022-11-18 THARP MORRIS A Director A-Award A Common Stock 1,876 0.00 6,313
2022-11-18 Scearcy Lynda Director A-Award A Common Stock 1,876 0.00 6,313
2022-11-18 Olague Michael Officer A-Award A Common Stock 3,517 0.00 24,822
2022-11-18 McPhaill Kevin J Officer A-Award A Common Stock 8,794 0.00 47,190
2022-11-18 Karim Ermina Director A-Award A Common Stock 1,876 0.00 1,876
2022-11-18 Johnson Jennifer Ann Officer A-Award A Common Stock 3,517 0.00 24,822
2022-11-18 HOLLY JAMES C Director A-Award A Common Stock 1,876 0.00 6,313
2022-11-18 Gil Michele M Director A-Award A Common Stock 1,876 0.00 1,876
2022-11-18 Dutto Laurence S Director A-Award A Common Stock 1,876 0.00 6,313
2022-11-18 Christenson Vonn R Director A-Award A Common Stock 1,876 0.00 6,313
2022-11-18 Castle Julie G Director A-Award A Common Stock 1,876 0.00 2,980
2022-11-18 Boyle Hugh F Officer A-Award A Common Stock 5,276 0.00 26,858
2022-11-18 BERRA ALBERT L Director A-Award A Common Stock 1,876 0.00 6,313

Executive team

Top executives
EBIT / Employee
115.3K
Shares Outstanding
13.08M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Kevin J. McPhaill President and Chief Executive Officer 665.6K 499.2K 495.2K 237.5K 1.90M 26.10%
2 2025 Michael W. Olague Executive Vice President and Chief Banking Officer 441.0K 220.5K 219.4K 85.5K 966.4K 22.71%
3 2025 Christopher G. Treece Executive Vice President and Chief Financial Officer 441.0K 220.5K 219.4K 80.0K 960.9K 22.84%
4 2025 Hugh F. Boyle Executive Vice President and Chief Credit Officer 441.0K 220.5K 174.8K 69.1K 905.3K 19.31%
5 2025 Natalia Coen Executive Vice President and Chief Risk Officer 400.0K 200.0K 158.5K 43.1K 801.6K 19.78%
6 2024 Kevin J. McPhaill President and Chief Executive Officer 665.6K 526.6K 210.1K 1.40M 0.00%
7 2024 Michael W. Olague Executive Vice President and Chief Banking Officer 441.1K 232.6K 67.5K 741.2K 0.00%
8 2024 Christopher G. Treece Executive Vice President and Chief Financial Officer 441.0K 232.6K 63.5K 737.1K 0.00%
9 2024 Hugh F. Boyle Executive Vice President and Chief Credit Officer 441.0K 232.6K 53.0K 726.6K 0.00%
10 2024 Hugh F. Boyle Executive Vice President Chief Credit Officer 441.0K 232.6K 53.0K 726.6K 0.00%
11 2024 Natalia Coen Executive Vice President and Chief Risk Officer 400.0K 211.0K 49.1K 660.0K 0.00%
12 2023 Kevin J. McPhaill President and Chief Executive Officer 633.9K 458.3K 249.9K 174.3K 1.52M 16.48%
13 2023 Hugh F. Boyle Executive Vice President Chief Credit Officer 435.8K 210.0K 149.9K 38.1K 833.8K 17.98%
14 2023 Hugh F. Boyle Executive Vice President and Chief Credit Officer 435.8K 210.0K 149.9K 38.1K 833.8K 17.98%
15 2023 Michael W. Olague Executive Vice President and Chief Banking Officer 420.1K 202.4K 149.9K 51.1K 823.6K 18.21%
16 2023 Christopher G. Treece Executive Vice President and Chief Financial Officer 420.0K 202.4K 149.9K 47.1K 819.5K 18.30%
17 2023 Jennifer A. Johnson Executive Vice President and Chief Administrative Officer 399.0K 192.3K 149.9K 47.2K 788.5K 19.02%
18 2023 Natalia Coen Executive Vice President and Chief Risk Officer 112.3K 55.9K 399.9K 5.5K 573.6K 69.71%
19 2022 Kevin J. McPhaill President and Chief Executive Officer 603.8K 429.3K 250.0K 133.6K 1.42M 17.65%
20 2022 Hugh F. Boyle Executive Vice President Chief Credit Officer and Chief Risk Officer 415.0K 196.7K 150.0K 63.2K 824.9K 18.18%
21 2022 Hugh F. Boyle Executive Vice President Chief Credit Officer 415.0K 196.7K 150.0K 63.2K 824.9K 18.18%
22 2022 Michael W. Olague Executive Vice President and Chief Banking Officer 400.1K 189.6K 150.0K 45.2K 784.9K 19.11%
23 2022 Christopher G. Treece Executive Vice President and Chief Financial Officer 400.0K 189.6K 150.0K 38.1K 777.6K 19.29%
24 2022 Jennifer A. Johnson Executive Vice President and Chief Administrative Officer 380.1K 180.1K 150.0K 44.1K 754.3K 19.88%
25 2021 Kevin J. McPhaill President and Chief Executive Officer 603.8K 452.8K 125.0K 116.0K 1.30M 9.63%
26 2021 Hugh F. Boyle Executive Vice President Chief Credit and Risk Officer 399.2K 199.1K 475.0K 30.0K 1.10M 43.05%
27 2021 Hugh F. Boyle Executive Vice President Chief Credit Officer 399.2K 199.1K 475.0K 30.0K 1.10M 43.05%
28 2021 Hugh F. Boyle Executive Vice President Chief Credit Officer and Chief Risk Officer 399.2K 199.1K 475.0K 30.0K 1.10M 43.05%
29 2021 Michael W. Olague Executive Vice President and Chief Banking Officer 400.5K 200.0K 75.0K 40.7K 716.1K 10.47%
30 2021 Christopher G. Treece Executive Vice President and Chief Financial Officer 400.0K 200.0K 75.0K 33.6K 708.6K 10.58%
31 2021 Jennifer A. Johnson Executive Vice President and Chief Administrative Officer 380.0K 190.0K 75.0K 33.7K 678.6K 11.05%
32 2020 Kevin J. McPhaill President and Chief Executive Officer 575.0K 431.3K 600.0K 23.6K 105.4K 1.74M 35.94%
33 2020 Christopher G. Treece Executive Vice President and Chief Financial Officer 380.0K 190.0K 400.0K 94.5K 58.9K 1.12M 44.02%
34 2020 Jennifer A. Johnson Executive Vice President and Chief Administrative Officer 322.7K 170.0K 400.0K 94.5K 49.9K 1.04M 47.69%
35 2020 Michael W. Olague Executive Vice President and Chief Banking Officer 380.0K 190.0K 400.0K 23.6K 35.9K 1.03M 41.15%
36 2020 Matthew J. Macia Executive Vice President and Chief Risk Officer 380.0K 190.0K 400.0K 23.6K 28.9K 1.02M 41.43%
37 2020 Kenneth R.Taylor(Retired) Executive Vice President and Chief Financial Officer 34.0K 242.4K 276.4K 0.00%
38 2020 Hugh F. Boyle Executive Vice President Chief Credit and Risk Officer 19.5K 19.5K 0.00%
39 2020 Hugh F. Boyle Executive Vice President Chief Credit Officer and Chief Risk Officer 19.5K 19.5K 0.00%
40 2019 Kevin J. McPhaill President and Chief Executive Officer 525.0K 393.8K 33.1K 111.0K 1.06M 3.12%
41 2019 Kenneth R.Taylor(Retired) Executive Vice President and Chief Financial Officer 360.0K 180.0K 187.6K 727.6K 0.00%
42 2019 Matthew J. Macia Executive Vice President and Chief Risk Officer 254.4K 165.0K 156.3K 47.6K 629.8K 24.82%
43 2019 James F. Gardunio Executive Vice President and Chief Credit Officer 360.0K 180.0K 33.1K 28.0K 601.1K 5.51%
44 2019 Michael W. Olague Executive Vice President and Chief Banking Officer 330.0K 165.0K 33.1K 31.8K 559.9K 5.92%
45 2018 Kevin J. McPhaill President and Chief Executive Officer 475.0K 356.3K 29.7K 88.9K 949.9K 3.13%
46 2018 Kenneth R.Taylor(Retired) Executive Vice President and Chief Financial Officer 335.0K 167.5K 29.7K 170.5K 702.7K 4.23%
47 2018 Kenneth R. Taylor Executive Vice President and Chief Financial Officer 335.0K 167.5K 29.7K 141.5K 702.7K 4.23%
48 2018 James F. Gardunio Executive Vice President and Chief Credit Officer 335.0K 167.5K 29.7K 26.6K 558.8K 5.31%
49 2018 Michael W. Olague Executive Vice President and Chief Banking Officer 300.0K 150.0K 29.7K 31.0K 510.7K 5.82%
50 2017 Kevin J. McPhaill President and Chief Executive Officer 434.0K 325.5K 30.6K 81.0K 871.1K 3.52%
51 2017 Kenneth R.Taylor(Retired) Executive Vice President and Chief Financial Officer 315.0K 157.5K 30.6K 155.1K 658.2K 4.65%
52 2017 Kenneth R. Taylor Executive Vice President and Chief Financial Officer 315.0K 157.5K 30.6K 185.2K 658.2K 4.65%
53 2017 James F. Gardunio Executive Vice President and Chief Credit Officer 315.0K 157.5K 30.6K 26.2K 529.3K 5.79%
54 2017 Michael W. Olague Executive Vice President and Chief Banking Officer 270.0K 135.0K 30.6K 30.7K 466.3K 6.57%
55 2016 Kevin J. McPhaill President and Chief Executive Officer 400.0K 300.0K 14.3K 78.8K 793.7K 1.80%
56 2016 Kenneth R. Taylor Executive Vice President and Chief Financial Officer 290.0K 145.0K 14.3K 115.4K 591.4K 2.41%
57 2016 James F. Gardunio Executive Vice President and Chief Credit Officer 290.0K 145.0K 14.3K 27.00 475.3K 3.00%
58 2016 Michael W. Olague Executive Vice President and Chief Banking Officer 240.0K 120.0K 14.3K 26.8K 398.7K 3.58%
59 2015 Kevin J. McPhaill President and Chief Executive Officer 332.0K 249.0K 72.3K 73.6K 726.8K 9.94%
60 2015 Kenneth R. Taylor Executive Vice President and Chief Financial Officer 273.7K 136.8K 130.4K 540.9K 0.00%
61 2015 James F. Gardunio Executive Vice President and Chief Credit Officer 244.5K 122.3K 73.6K 440.4K 0.00%
62 2015 Michael W. Olague Executive Vice President and Chief Banking Officer 200.0K 100.0K 24.0K 324.0K 0.00%
63 2015 James C. Holly Former Chief Executive Officer 163.9K 136.7K 300.6K 0.00%
64 2014 James C. Holly Former Chief Executive Officer 481.7K 361.3K 13.3K 63.2K 919.5K 1.45%
65 2014 James C. Holly Chief Executive Officer 481.7K 361.3K 13.3K 63.2K 919.5K 1.45%
66 2014 Kevin J. McPhaill President and Chief Operating Officer 264.7K 198.6K 13.3K 41.7K 518.4K 2.57%
67 2014 Kevin J. McPhaill President and Chief Executive Officer 264.7K 198.6K 13.3K 41.7K 518.4K 2.57%
68 2014 Kenneth R. Taylor Executive Vice President and Chief Financial Officer 248.8K 124.4K 13.3K 119.4K 505.9K 2.63%
69 2014 James F. Gardunio Executive Vice President and Chief Credit Officer 221.9K 110.9K 13.3K 95.0K 441.2K 3.02%
70 2014 Michael W. Olague Executive Vice President and Chief Banking Officer 150.0K 45.0K 13.3K 9.0K 217.3K 6.13%
71 2013 James C. Holly Former Chief Executive Officer 436.8K 436.8K 71.9K 945.5K 0.00%
72 2013 James C. Holly Chief Executive Officer 436.8K 436.8K 71.9K 945.5K 0.00%
73 2013 Kenneth R. Taylor Executive Vice President and Chief Financial Officer 242.5K 121.3K 63.0K 426.7K 0.00%
74 2013 James F. Gardunio Executive Vice President and Chief Credit Officer 209.5K 104.8K 88.3K 402.6K 0.00%
75 2013 Kevin J. McPhaill President and Chief Executive Officer 196.1K 98.1K 38.2K 332.3K 0.00%
76 2013 Kevin J. McPhaill President and Chief Operating Officer 196.1K 98.1K 38.2K 332.3K 0.00%
77 2013 Michael W. Olague Executive Vice President and Chief Banking Officer 140.6K 40.6K 6.5K 187.6K 0.00%
78 2012 James C. Holly Chief Executive Officer 436.8K 20.0K 323.2K 65.6K 845.6K 2.37%
79 2012 James C. Holly President and Chief Executive Officer 436.8K 20.0K 323.2K 65.6K 845.6K 2.37%
80 2012 Kenneth R. Taylor Executive Vice President and Chief Financial Officer 228.8K 84.7K 21.0K 57.3K 391.7K 5.36%
81 2012 James F. Gardunio Executive Vice President and Chief Credit Officer 197.6K 73.1K 21.0K 82.7K 374.4K 5.60%
82 2012 Kevin J. McPhaill Executive Vice President and Chief Banking Officer 185.0K 75.1K 21.0K 35.5K 309.9K 6.77%
83 2012 Kevin J. McPhaill President and Chief Operating Officer 185.0K 68.5K 21.0K 35.5K 309.9K 6.77%
84 2011 James C. Holly President and Chief Executive Officer 436.8K 18.4K 417.2K 62.9K 935.3K 1.97%
85 2011 James C. Holly Chief Executive Officer 436.8K 18.4K 417.2K 62.9K 935.3K 1.97%
86 2011 Kenneth R. Taylor Executive Vice President and Chief Financial Officer 228.8K 111.0K 19.3K 41.6K 400.7K 4.81%
87 2011 James F. Gardunio Executive Vice President and Chief Credit Officer 197.6K 95.8K 18.4K 67.0K 378.8K 4.85%
88 2011 Kevin J. McPhaill President and Chief Operating Officer 176.8K 85.7K 19.3K 22.6K 304.4K 6.33%
89 2011 Kevin J. McPhaill Executive Vice President and Chief Banking Officer 176.8K 68.5K 19.3K 22.6K 304.4K 6.33%
90 2010 James C. Holly President and Chief Executive Officer 436.8K 21.1K 270.9K 61.9K 790.7K 2.66%
91 2010 Kenneth R. Taylor Executive Vice President and Chief Financial Officer 228.8K 111.0K 16.9K 37.9K 370.5K 4.55%
92 2010 James F. Gardunio Executive Vice President and Chief Credit Officer 197.6K 95.8K 16.9K 62.1K 351.6K 4.79%
93 2010 Kevin J. McPhaill Executive Vice President and Chief Banking Officer 176.8K 85.7K 16.9K 19.7K 280.6K 6.01%
94 2009 James C. Holly President and Chief Executive Officer 420.0K 10.5K 58.7K 489.3K 2.15%
95 2009 Kenneth R. Taylor Executive Vice President and Chief Financial Officer 220.0K 8.4K 37.4K 263.0K 3.20%
96 2009 James F. Gardunio Executive Vice President and Chief Credit Officer 190.0K 8.4K 61.9K 257.2K 3.27%
97 2009 Kevin J. McPhaill Executive Vice President and Chief Banking Officer 170.0K 8.4K 19.5K 197.1K 4.27%
98 2008 James C. Holly President and Chief Executive Officer 377.5K 5.9K 55.4K 438.7K 1.33%
99 2008 James F. Gardunio Executive Vice President and Chief Credit Officer 177.5K 4.7K 57.6K 239.7K 1.95%
100 2008 Kenneth R. Taylor Executive Vice President and Chief Financial Officer 182.5K 4.7K 31.9K 219.1K 2.14%
101 2008 Kevin J. McPhaill Executive Vice President and Chief Banking Officer 153.3K 4.7K 19.5K 177.5K 2.64%
102 2007 James C. Holly President and Chief Executive Officer 321.9K 31.3K 9.6K 312.5K 54.9K 730.2K 1.32%
103 2007 James F. Gardunio Executive Vice President and Chief Credit Officer 162.5K 96.0K 10.8K 57.8K 327.2K 3.32%
104 2007 Kenneth R. Taylor Executive Vice President and Chief Financial Officer 162.5K 96.0K 10.8K 32.6K 302.0K 3.59%
105 2007 Kevin J. McPhaill Executive Vice President and Chief Banking Officer 139.6K 82.5K 10.8K 20.7K 253.7K 4.28%
106 2006 James C. Holly President and Chief Executive Officer 270.8K 12.1K 262.5K 279.3K 824.8K 1.47%
107 2006 James F. Gardunio Executive Vice President and Chief Credit Officer 153.5K 68.5K 51.7K 50.9K 324.7K 15.93%
108 2006 Kenneth R. Taylor Executive Vice President and Chief Financial Officer 153.5K 68.5K 2.2K 32.9K 257.1K 0.84%
109 2006 Kevin J. McPhaill Executive Vice President and Chief Banking Officer 114.6K 49.5K 14.8K 3.3K 182.3K 8.14%
110 2005 James C. Holly President and Chief Executive Officer 262.5K 275.0K 344.9K 882.4K 0.00%
111 2005 Kenneth R. Taylor Executive Vice President and Chief Financial Officer 152.3K 65.3K 90.1K 307.6K 0.00%
112 2005 Kenneth E. Goodwin Executive Vice President and Chief Operating Officer 176.4K 92.4K 14.00 268.8K 0.00%
113 2005 James F. Gardunio Executive Vice President and Chief Credit Officer 152.3K 60.0K 16.00 212.3K 0.00%
114 2004 Kenneth E. Goodwin Executive Vice President and Chief Operating Officer 168.0K 100.0K 197.7K 465.7K 0.00%
115 2004 James C. Holly President and Chief Executive Officer 250.0K 194.0K 14.00 444.0K 0.00%
116 2004 Kenneth R. Taylor Senior Vice President and Chief Financial Officer 144.9K 70.0K 103.3K 318.2K 0.00%
117 2004 Kenneth R. Taylor Executive Vice President and Chief Financial Officer 144.9K 70.0K 16.00 214.9K 0.00%
118 2004 Charlie C. Glenn Executive Vice President and Chief Credit Officer 144.9K 70.0K 14.00 214.9K 0.00%
119 2003 James C. Holly President and Chief Executive Officer 194.0K 184.0K 236.9K 614.9K 0.00%
120 2003 Kenneth R. Taylor Executive Vice President and Chief Financial Officer 138.0K 39.3K 103.3K 280.6K 0.00%
121 2003 Charlie C. Glenn Senior Vice President and Chief Credit Officer 138.0K 39.3K 44.3K 221.6K 0.00%
122 2003 Kenneth E. Goodwin Executive Vice President and Chief Operating Officer 160.0K 60.8K 14.00 220.8K 0.00%
123 2003 Charlie C. Glenn Executive Vice President and Chief Credit Officer 138.0K 39.3K 27.3K 204.6K 0.00%
124 2003 Kenneth R. Taylor Senior Vice President and Chief Financial Officer 138.0K 39.3K 14.00 177.3K 0.00%
125 2002 James C. Holly President and Chief Executive Officer 184.0K 175.0K 197.7K 556.7K 0.00%
126 2002 Kenneth R. Taylor Senior Vice President and Chief Financial Officer 131.0K 37.5K 86.5K 255.0K 0.00%
127 2002 Kenneth E. Goodwin Executive Vice President and Chief Operating Officer 152.0K 58.0K 13.00 210.0K 0.00%
128 2002 Charlie C. Glenn Senior Vice President and Chief Credit Officer 131.0K 37.5K 16.2K 184.7K 0.00%
129 2002 Charlie C. Glenn Executive Vice President and Chief Credit Officer 131.0K 37.5K 14.00 168.5K 0.00%
130 2001 James C. Holly President and Chief Executive Officer 175.0K 116.7K 14.4K 306.0K 0.00%
131 2001 Kenneth E. Goodwin Executive Vice President and Chief Operating Officer 145.0K 33.2K 6.1K 184.2K 0.00%
132 2001 Charlie C. Glenn Senior Vice President and Chief Credit Officer 125.0K 22.5K 5.5K 153.0K 0.00%
133 2001 Kenneth R. Taylor Senior Vice President and Chief Financial Officer 28.3K 9.4K 37.7K 0.00%
134 2000 James C. Holly President and Chief Executive Officer 130.0K 116.7K 8.2K 254.9K 0.00%
135 2000 Kenneth E. Goodwin Executive Vice President and Chief Operating Officer 105.0K 33.2K 7.8K 146.0K 0.00%
136 2000 Charlie C. Glenn Senior Vice President and Chief Credit Officer 82.0K 22.5K 5.4K 109.9K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-07 DEFA14A
2026-04-07 DEF 14A
2025-04-08 DEFA14A
2025-04-08 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 4
2026-05-22 4
2026-05-21 8-K
2026-05-20 4
2026-05-19 3
2026-05-12 4
2026-05-04 8-K
2026-05-01 10-Q
2026-04-27 8-K
2026-04-24 8-K

Executive team

NameTitleCompensationGender
Kevin J. McPhaill President, Chief Executive Officer & Director 1M male
Michael W. Olague Executive Vice President & Chief Banking Officer 747.0K male
Christopher G. Treece Executive VP, COO & CFO 741.5K male
Hugh F. Boyle Executive Vice President & Chief Credit Officer 730.6K male
Natalia Coen Executive Vice President & Chief Risk Officer 643.1K female
William J. Wade Executive Vice President & Chief Operating Officer male
Matthew Dusi Senior Vice President & Head of Commercial Banking male
Alexandra Blazar Secretary female
ESG Rating
B
BANKS - REGIONAL
Rank: 282 out of 431
2018
E (Environmental)
50.5 / 64.3
Company / Sector avg.
S (Social)
67.3 / 76.5
Company / Sector avg.
G (Governance)
74.1 / 75.5
Company / Sector avg.
ESG Total
64.0 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits