Sierra Bancorp (BSRR)
Porterville, CA, US
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.
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| Sierra Bancorp | CTBP | 2016-03-25 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.86% | -0.84% | +5.27% | +5.56% | +22.28% | +16.22% | +38.77% | +134.44% | +36.08% | +119.92% | +1,419.20% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
44.00
+5.0%
|
| All Time | 4 |
30.00
-28.4%
|
-
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)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 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
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-28 | DA Davidson | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 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
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 1.39M | 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)
| # | 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 — |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
No Senate trading activity found for this company.
No House trading activity found for this company.
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for BSRR
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
