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Bank7 Corp. (BSVN)

USD52.47 +1.67 (+3.29%)
US NASDAQ Financial Services Banks - Regional
Address 1039 N.W. 63rd Street 73116-7361
Oklahoma City, OK, US
CEO Thomas L. Travis
Website bank7.com
IPO 2018-09-20
CIK 1746129 ISIN US06652N1072

Explore sections of this company profile

Description

Bank7 Corp. operates as a bank holding company for Bank7 that provides banking and financial services to individual and corporate customers. It provides commercial deposit, commercial checking, money market, and other deposit accounts; and retail deposit services, such as certificates of deposit, money market accounts, checking accounts, negotiable order of withdrawal accounts, savings accounts, and automated teller machine access. The company also offers commercial real estate, hospitality, energy, and commercial and industrial lending services; and consumer lending services to individuals for personal and household purposes comprising residential real estate loans and mortgage banking services, personal lines of credit, loans for the purchase of automobiles, and other installment loans, as well as secured and unsecured term loans and home improvement loans. It operates through a network of full-service branches in Oklahoma, the Dallas/Fort Worth, Texas metropolitan area, and Kansas. The company was formerly known as Haines Financial Corp. Bank7 Corp. was founded in 1901 and is headquartered in Oklahoma City, Oklahoma.

News Sentiment (7d)
41 Neutral

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

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
USD52.47 +1.67 (+3.29%)
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Volume Profile
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Liquidity & share structure
Average Volume
13.9K
Beta
0.94
Float Shares
4.25M
Free Float %
44.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.29% -0.02% +3.07% +8.80% +6.83% +8.00% +14.60% +90.12% +140.67% +131.85% +131.85%
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
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (3 ratings, all time) Buy
Price Targets & DCF
Current price
52.47
Low 57.00 +8.6%
Consensus 57.00 +8.6%
Median 57.00 +8.6%
High 57.00 +8.6%
DCF (Unlevered) 206.11 +292.8%
DCF (Levered) 261.03 +397.5%

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) 67% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 0 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
57.00
+8.6%
Last Year 1
57.00
+8.6%
All Time 2
51.50
-1.9%
Quality scores
Altman Z-Score
0.62
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    -3.9% Q1'26: +11.0% (vs Q1'25)
  • EPS growth
    -7.0% Q1'26: +15.7% (vs Q1'25)
  • FCF margin
    Q1'26: +39.6% (vs Q1'25)
  • EBIT margin
    Q1'26: +46.8% (vs Q1'25)
  • ROIC
    Q1'26: -130.2% (vs Q1'25)
  • Share dilution
    +1.3% Q1'26: +0.5% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 0.00× (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 (0.94) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 206.11 Current price: 52.47
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
2 EPS Ana.
Dec 2027
1 Rev. Ana.
2 EPS Ana.
Revenue
48.13M
est: 40.05M (+20.2%)
53.02M
est: 43.76M (+21.2%)
54.98M
est: 47.91M (+14.7%)
58.54M
est: 55.12M (+6.2%)
81.69M
est: 71.56M (+14.2%)
130.79M
est: 78.57M (+66.4%)
142.79M
est: 94.55M (+51.0%)
137.26M
est: 94.97M (+44.5%)
99.13M
98.85M – 99.40M
+4.4% YoY
103.39M
103.10M – 103.68M
+4.3% YoY
EBITDA
26.89M
est: 18.09M (+48.6%)
15.92M
est: 19.39M (-17.9%)
26.98M
est: 25.82M (+4.5%)
31.95M
est: 23.70M (+34.8%)
40.66M
est: 29.04M (+40.0%)
38.53M
est: 34.41M (+11.9%)
61.41M
est: 41.41M (+48.3%)
57.88M
est: 41.59M (+39.2%)
43.41M
43.29M – 43.54M
+4.4% YoY
45.28M
45.15M – 45.41M
+4.3% YoY
EBIT
25.80M
est: 17.52M (+47.3%)
15.07M
est: 19.14M (-21.3%)
25.88M
est: 20.95M (+23.5%)
30.91M
est: 24.11M (+28.2%)
39.26M
est: 31.30M (+25.4%)
37.22M
est: 33.46M (+11.2%)
60.35M
est: 40.27M (+49.9%)
56.77M
est: 40.45M (+40.3%)
42.22M
42.10M – 42.34M
+4.4% YoY
44.03M
43.91M – 44.16M
+4.3% YoY
Net Income
25.00M
est: 21.86M (+14.4%)
8.20M
est: -5.84M (+240.5%)
19.27M
est: 15.08M (+27.7%)
23.16M
est: 15.52M (+49.2%)
29.64M
est: 19.46M (+52.3%)
28.28M
est: 33.01M (-14.3%)
45.70M
est: 44.33M (+3.1%)
43.07M
est: 42.16M (+2.2%)
42.54M
42.39M – 42.70M
+0.9% YoY
43.56M
43.40M – 43.72M
+2.4% YoY
SGA
8.67M
est: 7.22M (+20.1%)
21.85M
est: 7.89M (+177.1%)
10.53M
est: 9.77M (+7.8%)
12.27M
est: 9.33M (+31.4%)
17.52M
est: 13.43M (+30.4%)
17.81M
est: 13.85M (+28.6%)
21.33M
est: 16.66M (+28.0%)
23.55M
est: 16.74M (+40.7%)
17.47M
17.42M – 17.52M
+4.4% YoY
18.22M
18.17M – 18.27M
+4.3% YoY
EPS
3.08
est: 2.31 (+33.1%)
0.81
est: 1.99 (-59.2%)
2.05
est: 2.00 (+2.3%)
2.56
est: 2.61 (-2.0%)
3.26
est: 3.33 (-2.2%)
3.09
est: 3.45 (-10.4%)
4.92
est: 4.65 (+5.9%)
4.56
est: 4.40 (+3.6%)
4.44
4.43 – 4.46
+0.9% YoY
4.55
4.53 – 4.57
+2.4% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-27 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-26 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-22 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-21 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-20 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-19 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-18 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-15 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-14 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-13 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-12 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-11 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-08 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-05-07 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-05-06 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-05-05 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-05-04 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-05-01 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-30 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-29 A 4/5 5/5 5/5 5/5 1/5 4/5 2/5
2026-04-28 A 4/5 5/5 5/5 5/5 1/5 4/5 2/5
2026-04-27 A 4/5 5/5 5/5 5/5 1/5 4/5 2/5
2026-04-24 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-23 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-22 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-21 A 4/5 5/5 5/5 5/5 1/5 4/5 2/5
2026-04-20 A 4/5 5/5 5/5 5/5 1/5 4/5 2/5
2026-04-17 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-16 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
42.38M
OE per share TTM
4.43
Owner's Yield
10.09%
Maintenance CapEx ratio
16.06%
Maint CapEx / Avg PPE
15.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
93
Total invested
129.15M
Insider transactions (90d)
2
Beneficial owners (>5%)
8
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 FJ Capital Management LLC 490.0K 5.31% 490.0K IA Delaware 2020-05-22
2 Martin Friedman 490.0K 5.31% 490.0K IN Delaware 2020-05-22
3 Financial Opportunity Fund LLC 465.8K 5.05% 465.8K OO Delaware 2020-05-22
4 Iron Road Capital Partners LLC 0.00% OO Delaware Limited Liability Company 2021-02-12
5 Mendon Capital Advisors Corp. 0.00% IA Delaware Corporation 2021-02-12
6 RMB Capital Holdings, LLC 0.00% OO Delaware Limited Liability Company 2021-02-12
7 RMB Capital Management, LLC 0.00% IA Delaware Limited Liability Company 2021-02-12
8 RMB Mendon Managers, LLC 0.00% OO Delaware Limited Liability Company 2021-02-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
93
+8 vs prev Q
New positions
15
Closed positions
7
Increased
40
Reduced
30
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. 507.8K +374.0 (+0.1%) 20.81M -2.7M (-11.4%) 5.37% -0.004 pp 0.00% 0.000 pp USD40.28 +1.7% 6 qtrs
2 MINK BROOK ASSET MANAGEMENT LLC 472.0K +20.0K (+4.4%) 19.34M -1.6M (-7.5%) 4.99% +0.205 pp 12.22% -1.865 pp USD45.95 -10.8% 5 qtrs
3 TWIN LIONS MANAGEMENT LLC 297.9K -11.6K (-3.8%) 12.21M -2.1M (-14.8%) 3.15% -0.124 pp 8.23% -1.187 pp USD45.78 -10.5% 5 qtrs
4 MANUFACTURERS LIFE INSURANCE COMPANY, THE 280.2K -1.7K (-0.6%) 11.48M -1.6M (-12.0%) 2.96% -0.022 pp 0.01% -0.001 pp USD23.80 +72.2% 17 qtrs
5 VANGUARD GROUP INC 245.8K +429.0 (+0.2%) 10.07M -1.3M (-11.3%) 2.60% +0.001 pp 0.00% +0.000 pp USD22.42 +82.8% 30 qtrs
6 AMERICAN CENTURY COMPANIES INC 138.6K -2.1K (-1.5%) 5.68M -830.9K (-12.8%) 1.47% -0.025 pp 0.00% -0.001 pp USD41.55 -1.4% 9 qtrs
7 DIMENSIONAL FUND ADVISORS LP 129.9K +5.2K (+4.2%) 5.32M -445.6K (-7.7%) 1.37% +0.053 pp 0.00% 0.000 pp USD31.07 +31.9% 17 qtrs
8 BANC FUNDS CO LLC 128.5K +— (+0.0%) 5.27M -679.9K (-11.4%) 1.36% -0.002 pp 1.04% +0.003 pp USD23.02 +78.0% 17 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 101.9K +556.0 (+0.5%) 4.18M -513.6K (-10.9%) 1.08% +0.004 pp 0.00% +0.000 pp USD26.27 +56.0% 16 qtrs
10 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 71.6K +— (+0.0%) 2.93M -378.7K (-11.4%) 0.76% -0.001 pp 0.01% -0.002 pp USD46.27 -11.4% 2 qtrs
11 NORTHERN TRUST CORP 71.0K -4.0K (-5.3%) 2.91M -561.5K (-16.2%) 0.75% -0.043 pp 0.00% 0.000 pp USD26.24 +56.2% 29 qtrs
12 STATE STREET CORP 63.4K +470.0 (+0.7%) 2.62M -314.1K (-10.7%) 0.67% +0.004 pp 0.00% +0.000 pp USD28.01 +46.3% 29 qtrs
13 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 44.7K +63.0 (+0.1%) 1.83M -233.3K (-11.3%) 0.47% +0.000 pp 0.00% -0.002 pp USD35.75 +14.6% 10 qtrs
14 RUSSELL INVESTMENTS GROUP, LTD. 34.7K +90.0 (+0.3%) 1.42M -179.2K (-11.2%) 0.37% +0.001 pp 0.00% 0.000 pp USD31.57 +29.8% 23 qtrs
15 GOLDMAN SACHS GROUP INC 28.5K +7.0K (+32.5%) 1.17M +172.6K (+17.4%) 0.30% +0.074 pp 0.00% +0.000 pp USD41.14 -0.4% 6 qtrs
16 ACADIAN ASSET MANAGEMENT LLC 27.9K -925.0 (-3.2%) 1.14M -190.0K (-14.2%) 0.30% -0.010 pp 0.00% 0.000 pp USD27.19 +50.7% 28 qtrs
17 HSBC HOLDINGS PLC 27.9K +200.0 (+0.7%) 1.13M -128.1K (-10.2%) 0.30% +0.002 pp 0.00% 0.000 pp USD29.76 +37.7% 26 qtrs
18 BANK OF NEW YORK MELLON CORP 26.1K -3.0K (-10.2%) 1.07M -274.5K (-20.4%) 0.28% -0.032 pp 0.00% 0.000 pp USD22.79 +79.8% 25 qtrs
19 LOS ANGELES CAPITAL MANAGEMENT LLC 23.3K -5.4K (-18.8%) 968.4K -357.2K (-26.9%) 0.25% -0.058 pp 0.00% -0.001 pp USD42.19 -2.9% 6 qtrs
20 MORGAN STANLEY 23.2K +809.0 (+3.6%) 949.3K -85.1K (-8.2%) 0.25% +0.008 pp 0.00% +0.000 pp USD35.62 +15.0% 30 qtrs
21 ANGEL OAK CAPITAL ADVISORS, LLC 22.0K +— (+0.0%) 901.6K -116.4K (-11.4%) 0.23% 0.000 pp 1.31% +0.511 pp USD46.12 -11.1% 5 qtrs
22 MILLENNIUM MANAGEMENT LLC 22.0K +12.7K (+137.9%) 901.4K +473.5K (+110.7%) 0.23% +0.135 pp 0.00% +0.000 pp USD43.20 -5.1% 5 qtrs
23 SEI INVESTMENTS CO 21.5K +21.5K (+100.0%) 882.4K +882.4K (+100.0%) 0.23% +0.228 pp 0.00% +0.001 pp USD40.98 +0.0% 1 qtrs NEW
24 CITADEL ADVISORS LLC 19.2K -1.8K (-8.6%) 787.9K -185.5K (-19.1%) 0.20% -0.020 pp 0.00% +0.000 pp USD42.37 -3.3% 9 qtrs
25 PENN CAPITAL MANAGEMENT COMPANY, LLC 18.9K +— (+0.0%) 776.4K -100.2K (-11.4%) 0.20% 0.000 pp 0.06% -0.006 pp USD39.57 +3.6% 4 qtrs
26 SUMMERHAVEN INVESTMENT MANAGEMENT, LLC 18.8K +— (+0.0%) 769.4K -99.3K (-11.4%) 0.20% 0.000 pp 0.44% -0.069 pp USD46.27 -11.4% 2 qtrs
27 BARCLAYS PLC 18.5K +5.5K (+42.6%) 757.1K +271.8K (+56.0%) 0.20% +0.058 pp 0.00% +0.000 pp USD38.33 +6.9% 30 qtrs
28 MARSHALL WACE, LLP 17.5K -10.5K (-37.4%) 717.2K -577.3K (-44.6%) 0.19% -0.111 pp 0.00% -0.001 pp USD40.46 +1.3% 6 qtrs
29 AMERIPRISE FINANCIAL INC 16.1K -4.3K (-21.0%) 658.5K -282.1K (-30.0%) 0.17% -0.045 pp 0.00% 0.000 pp USD35.76 +14.6% 8 qtrs
30 BANK OF AMERICA CORP /DE/ 14.5K +1.5K (+11.5%) 594.6K -7.5K (-1.2%) 0.15% +0.016 pp 0.00% +0.000 pp USD37.32 +9.8% 29 qtrs
31 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 14.3K +— (+0.0%) 586.7K -75.7K (-11.4%) 0.15% 0.000 pp 0.00% 0.000 pp USD31.58 +29.8% 10 qtrs
32 TWO SIGMA INVESTMENTS, LP 14.3K -6.6K (-31.7%) 585.6K -382.7K (-39.5%) 0.15% -0.071 pp 0.00% -0.001 pp USD42.06 -2.6% 4 qtrs
33 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 12.4K +5.0 (+0.0%) 506.7K -65.2K (-11.4%) 0.13% 0.000 pp 0.00% +0.000 pp USD26.85 +52.6% 11 qtrs
34 JANE STREET GROUP, LLC 12.3K +458.0 (+3.9%) 502.2K -43.6K (-8.0%) 0.13% +0.005 pp 0.00% +0.000 pp USD46.07 -11.0% 2 qtrs
35 STATE OF WISCONSIN INVESTMENT BOARD 10.7K +2.2K (+25.9%) 438.5K +45.2K (+11.5%) 0.11% +0.023 pp 0.00% +0.000 pp USD43.15 -5.0% 3 qtrs
36 EMERALD MUTUAL FUND ADVISERS TRUST 10.4K +— (+0.0%) 427.6K -55.2K (-11.4%) 0.11% +0.000 pp 0.02% -0.004 pp USD46.27 -11.4% 2 qtrs
37 ARGENT TRUST CO 8.6K +— (+0.0%) 351.6K -45.4K (-11.4%) 0.09% 0.000 pp 0.01% -0.002 pp USD27.35 +49.8% 13 qtrs
38 VICTORY CAPITAL MANAGEMENT INC 6.8K -239.0 (-3.4%) 279.4K -47.1K (-14.4%) 0.07% -0.003 pp 0.00% +0.000 pp USD46.27 -11.4% 2 qtrs
39 QUADRATURE CAPITAL LTD 6.8K +6.8K (+100.0%) 278.8K +278.8K (+100.0%) 0.07% +0.072 pp 0.00% +0.003 pp USD40.98 +0.0% 1 qtrs NEW
40 NUVEEN, LLC 6.2K +— (+0.0%) 253.8K -32.8K (-11.4%) 0.07% 0.000 pp 0.00% +0.000 pp USD41.83 -2.0% 3 qtrs
41 STIFEL FINANCIAL CORP 5.4K +950.0 (+21.3%) 221.3K +15.4K (+7.5%) 0.06% +0.010 pp 0.00% +0.000 pp USD45.34 -9.6% 2 qtrs
42 HRT FINANCIAL LP 5.3K +5.3K (+100.0%) 218.0K +218.0K (+100.0%) 0.06% +0.056 pp 0.00% +0.001 pp USD40.98 +0.0% 1 qtrs NEW
43 R SQUARED LTD 5.2K -451.0 (-7.9%) 214.4K -48.5K (-18.5%) 0.06% -0.005 pp 0.10% -0.013 pp USD46.27 -11.4% 2 qtrs
44 AQR CAPITAL MANAGEMENT LLC 5.2K -81.0 (-1.5%) 213.2K -31.3K (-12.8%) 0.06% -0.001 pp 0.00% +0.000 pp USD46.27 -11.4% 4 qtrs
45 ZACKS INVESTMENT MANAGEMENT 4.9K +4.9K (+100.0%) 201.9K +201.9K (+100.0%) 0.05% +0.052 pp 0.00% +0.002 pp USD40.98 +0.0% 1 qtrs NEW
46 WELLS FARGO & COMPANY/MN 4.8K +1.5K (+47.8%) 195.2K +46.1K (+30.9%) 0.05% +0.016 pp 0.00% +0.000 pp USD37.03 +10.7% 14 qtrs
47 DEUTSCHE BANK AG\ 4.3K +— (+0.0%) 174.7K -22.6K (-11.4%) 0.05% +0.000 pp 0.00% +0.000 pp USD46.27 -11.4% 2 qtrs
48 UBS GROUP AG 4.0K -5.5K (-57.7%) 164.6K -274.2K (-62.5%) 0.04% -0.058 pp 0.00% +0.000 pp USD37.76 +8.5% 30 qtrs
49 RHUMBLINE ADVISERS 3.3K -734.0 (-18.4%) 133.5K -51.2K (-27.7%) 0.03% -0.008 pp 0.00% +0.000 pp USD26.50 +54.6% 11 qtrs
50 GLOBEFLEX CAPITAL L P 3.2K +— (+0.0%) 132.9K -17.2K (-11.4%) 0.03% +0.000 pp 0.02% -0.003 pp USD27.65 +48.2% 13 qtrs
51 METLIFE INVESTMENT MANAGEMENT, LLC 2.3K +— (+0.0%) 94.5K -12.2K (-11.4%) 0.02% +0.000 pp 0.00% 0.000 pp USD37.47 +9.4% 6 qtrs
52 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 2.0K +44.0 (+2.2%) 82.5K -8.6K (-9.5%) 0.02% +0.001 pp 0.00% +0.000 pp USD33.38 +22.8% 7 qtrs
53 JPMORGAN CHASE & CO 1.8K -1.9K (-51.0%) 75.2K -98.3K (-56.6%) 0.02% -0.020 pp 0.00% +0.000 pp USD44.17 -7.2% 12 qtrs
54 BNP PARIBAS ARBITRAGE, SNC 1.8K +4.0 (+0.2%) 74.4K -9.4K (-11.2%) 0.02% +0.000 pp 0.00% +0.000 pp USD33.80 +21.2% 11 qtrs
55 COPELAND CAPITAL MANAGEMENT, LLC 1.6K +— (+0.0%) 65.0K -8.4K (-11.4%) 0.02% +0.000 pp 0.00% 0.000 pp USD38.25 +7.1% 10 qtrs
56 NEW YORK STATE COMMON RETIREMENT FUND 1.2K +— (+0.0%) 50.5K -6.5K (-11.4%) 0.01% +0.000 pp 0.00% +0.000 pp USD24.53 +67.1% 11 qtrs
57 PNC FINANCIAL SERVICES GROUP, INC. 1.0K +— (+0.0%) 41.0K -5.3K (-11.4%) 0.01% +0.000 pp 0.00% +0.000 pp USD38.85 +5.5% 6 qtrs
58 IFP ADVISORS, INC 959.00 +98.0 (+11.4%) 39.3K -538.0 (-1.4%) 0.01% +0.001 pp 0.00% 0.000 pp USD41.32 -0.8% 8 qtrs
59 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 908.00 +— (+0.0%) 37.2K -4.8K (-11.4%) 0.01% +0.000 pp 0.00% +0.000 pp USD41.83 -2.0% 3 qtrs
60 STATE OF ALASKA, DEPARTMENT OF REVENUE 672.00 +294.0 (+77.8%) 27.0K +10.0K (+58.8%) 0.01% +0.003 pp 0.00% +0.000 pp USD43.96 -6.8% 2 qtrs
61 TOWER RESEARCH CAPITAL LLC (TRC) 533.00 +220.0 (+70.3%) 21.8K +7.4K (+50.8%) 0.01% +0.002 pp 0.00% +0.000 pp USD38.53 +6.4% 30 qtrs
62 CITIGROUP INC 530.00 +396.0 (+295.5%) 21.7K +15.5K (+250.3%) 0.01% +0.004 pp 0.00% +0.000 pp USD39.57 +3.6% 13 qtrs
63 FMR LLC 453.00 -69.0 (-13.2%) 18.6K -5.6K (-23.1%) 0.00% -0.001 pp 0.00% +0.000 pp USD27.10 +51.2% 18 qtrs
64 LEGAL & GENERAL GROUP PLC 402.00 +— (+0.0%) 16.5K -2.1K (-11.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.68 +53.6% 11 qtrs
65 ROYAL BANK OF CANADA 375.00 +174.0 (+86.6%) 16.0K +6.0K (+60.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD31.68 +29.4% 25 qtrs
66 AMERITAS INVESTMENT PARTNERS, INC. 308.00 +— (+0.0%) 12.6K -1.6K (-11.4%) 0.00% +0.000 pp 0.00% 0.000 pp USD24.53 +67.1% 11 qtrs
67 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 261.00 -28.0 (-9.7%) 10.7K -2.7K (-20.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD24.60 +66.6% 11 qtrs
68 MAI CAPITAL MANAGEMENT 249.00 +3.0 (+1.2%) 10.2K -1.2K (-10.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD41.83 -2.0% 3 qtrs
69 FARTHER FINANCE ADVISORS, LLC 246.00 +4.0 (+1.7%) 10.1K -1.1K (-10.0%) 0.00% +0.000 pp 0.00% 0.000 pp USD46.18 -11.3% 2 qtrs
70 CWM, LLC 254.00 -3.0 (-1.2%) 10.0K -2.0K (-16.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD39.24 +4.4% 7 qtrs
71 QUADRANT CAPITAL GROUP LLC 236.00 -112.0 (-32.2%) 9.7K -6.4K (-39.9%) 0.00% -0.001 pp 0.00% 0.000 pp USD46.27 -11.4% 2 qtrs
72 STERLING CAPITAL MANAGEMENT LLC 232.00 -44.0 (-15.9%) 9.5K -3.3K (-25.6%) 0.00% -0.001 pp 0.00% +0.000 pp USD45.48 -9.9% 6 qtrs
73 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 191.00 +— (+0.0%) 7.8K -1.0K (-11.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD46.65 -12.2% 5 qtrs
74 AMALGAMATED BANK 134.00 +8.0 (+6.3%) 5.0K -1.0K (-16.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD25.50 +60.7% 11 qtrs
75 ALLWORTH FINANCIAL LP 113.00 +113.0 (+100.0%) 4.6K +4.6K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD40.97 +0.0% 1 qtrs NEW
76 HARBOR CAPITAL ADVISORS, INC. 88.00 -1.0 (-1.1%) 4.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD39.41 +4.0% 6 qtrs
77 OPTIVER HOLDING B.V. 82.00 +— (+0.0%) 3.4K -434.0 (-11.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD46.27 -11.4% 2 qtrs
78 UBS ASSET MANAGEMENT AMERICAS INC 79.00 +79.0 (+100.0%) 3.2K +3.2K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD40.97 +0.0% 1 qtrs NEW
79 COVESTOR LTD 37.00 -7.0 (-15.9%) 2.0K +— (+0.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD41.57 -1.4% 6 qtrs
80 EVERSOURCE WEALTH ADVISORS, LLC 41.00 +2.0 (+5.1%) 1.7K -125.0 (-6.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD41.98 -2.4% 5 qtrs
81 WHITTIER TRUST CO 32.00 +— (+0.0%) 1.3K -144.0 (-9.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD46.25 -11.4% 2 qtrs
82 GAMMA INVESTING LLC 27.00 -18.0 (-40.0%) 1.1K -976.0 (-46.9%) 0.00% 0.000 pp 0.00% 0.000 pp USD39.15 +4.7% 9 qtrs
83 ADVISOR GROUP HOLDINGS, INC. 25.00 +— (+0.0%) 1.0K -126.0 (-10.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD41.80 -2.0% 3 qtrs
84 TRUE WEALTH DESIGN, LLC 3.00 -1.0 (-25.0%) 123.00 -63.0 (-33.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD41.00 0.0% 4 qtrs
85 ROTHSCHILD INVESTMENT LLC 1.00 +1.0 (+100.0%) 41.00 +41.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD40.00 +2.4% 1 qtrs NEW
86 INVESCO LTD. -59.9K (-100.0%) -2.8M (-100.0%) 0.00% -0.635 pp 0.00% 0.000 pp USD 8 qtrs SOLD
87 JACOBS LEVY EQUITY MANAGEMENT, INC -4.6K (-100.0%) -212.9K (-100.0%) 0.00% -0.049 pp 0.00% -0.001 pp USD 2 qtrs SOLD
88 TORTOISE INVESTMENT MANAGEMENT, LLC -800.0 (-100.0%) -37.0K (-100.0%) 0.00% -0.009 pp 0.00% -0.003 pp USD 16 qtrs SOLD
89 SRS CAPITAL ADVISORS, INC. -54.0 (-100.0%) -2.5K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 2 qtrs SOLD
90 ALLIANCEBERNSTEIN L.P. -4.8K (-100.0%) -223.0K (-100.0%) 0.00% -0.051 pp 0.00% 0.000 pp USD 2 qtrs SOLD
91 RAYMOND JAMES FINANCIAL INC -6.6K (-100.0%) -304.1K (-100.0%) 0.00% -0.070 pp 0.00% 0.000 pp USD 3 qtrs SOLD
92 FIRST TRUST ADVISORS LP -5.2K (-100.0%) -240.7K (-100.0%) 0.00% -0.055 pp 0.00% 0.000 pp USD 5 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 61 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Acuitas Small Cap Active ETF AIMS 0.24% 178.9K 0.75%
2 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.06% 6.7K 0.29%
3 iShares Micro-Cap ETF IWC 0.05% 753.2K 0.60%
4 Applied Finance IVS US SMID ETF IVSS 0.05% 6.0K 0.59%
5 Franklin U.S. Small Cap Multifactor Index ETF FLQS 0.03% 12.9K 0.35%
6 WisdomTree U.S. SmallCap Dividend Fund DES 0.03% 540.6K 0.38%
7 WisdomTree U.S. SmallCap Fund EES 0.02% 169.7K 0.38%
8 Avantis Global Small Cap Value UCITS ETF AVGS.L 0.02% 232.5K 0.39%
9 iShares Russell 2000 Value ETF IWN 0.02% 2.49M 0.24%
10 Avantis U.S. Small Cap Equity ETF AVSC 0.01% 394.6K 0.25%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
2
Shares acquired
Shares disposed
2.0K
Cash buys
Cash sales
2.00
Net activity
-2,000
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
2026-05-28 Haines Douglas A Officer S-Sale D Common stock, par value $0.01 per share 1,000 44.07 44.1K 16,647 D
2026-05-05 Mathews Darrell Lee Jr. Officer S-Sale D Common stock, par value $0.01 per share 1,000 43.00 43.0K 6,497 D
2026-03-18 Mathews Darrell Lee Jr. Officer Common stock, par value $0.01 per share 0 0.00 7,497 D
2026-03-09 Travis Thomas L Director / Officer S-Sale D Common stock, par value $0.01 per share 6,000 40.00 240.0K 272,101 D
2026-02-19 Phillips John T Director / Officer G-Gift D Common stock, par value $0.01 per share 500 0.00 11,106 D
2026-02-15 Travis Thomas L Director / Officer F-InKind D Common stock, par value $0.01 per share 6,716 43.92 295.0K 278,101 D
2026-02-15 Phillips John T Director / Officer F-InKind D Common stock, par value $0.01 per share 1,636 43.92 71.9K 11,606 D
2026-02-15 Litchfield Henry Officer F-InKind D Common Stock, par value $0.01 per share 821 43.92 36.1K 12,427 D
2026-02-15 Levinson Andrew J Officer F-InKind D Common stock, par value $0.01 per share 1,503 43.92 66.0K 45,258 D
2026-02-15 Harris Kelly J Officer F-InKind D Common stock, par value $0.01 per share 1,145 43.92 50.3K 11,611 D
2026-02-15 Haines Douglas A Officer F-InKind D Common stock, par value $0.01 per share 804 43.92 35.3K 17,647 D
2026-02-15 Estes Jason E Officer F-InKind D Common stock, par value $0.01 per share 3,308 43.92 145.3K 103,873 D
2026-02-04 Harris Kelly J Officer S-Sale D Common stock, par value $0.01 per share 4,500 45.75 205.9K 12,756 D
2025-12-17 Travis Thomas L Director / Officer F-InKind D Common stock, par value $0.01 per share 1,476 44.78 66.1K 284,817 D
2025-12-17 Phillips John T Director / Officer F-InKind D Common stock, par value $0.01 per share 827 44.78 37.0K 13,242 D
2025-12-17 Litchfield Henry Officer F-InKind D Common Stock, par value $0.01 per share 127 44.78 5.7K 13,248 D
2025-12-17 Levinson Andrew J Officer F-InKind D Common stock, par value $0.01 per share 327 44.78 14.6K 46,761 D
2025-12-17 Harris Kelly J Officer F-InKind D Common stock, par value $0.01 per share 327 44.78 14.6K 17,256 D
2025-12-17 Haines Douglas A Officer F-InKind D Common stock, par value $0.01 per share 91 44.78 4.1K 18,451 D
2025-12-17 Estes Jason E Officer F-InKind D Common stock, par value $0.01 per share 827 44.78 37.0K 107,181 D
2025-10-30 Levinson Andrew J Officer F-InKind D Common stock, par value $0.01 per share 291 41.64 12.1K 47,088 D
2025-09-03 Harris Kelly J Officer S-Sale D Common stock, par value $0.01 per share 3,312 48.38 160.2K 17,583 D
2025-09-02 Harris Kelly J Officer S-Sale D Common stock, par value $0.01 per share 1,688 49.28 83.2K 20,895 D
2025-08-26 Travis Thomas L Director / Officer S-Sale D Common stock, par value $0.01 per share 13,084 49.36 645.8K 286,293 D
2025-07-29 Travis Thomas L Director / Officer A-Award A Common stock, par value $0.01 per share 4,364 0.00 299,377 D
2025-07-29 Phillips John T Director / Officer A-Award A Common stock, par value $0.01 per share 1,612 0.00 14,069 D
2025-07-29 Harris Kelly J Officer A-Award A Common stock, par value $0.01 per share 1,191 0.00 22,583 D
2025-07-29 Estes Jason E Officer A-Award A Common stock, par value $0.01 per share 30,000 0.00 108,008 D
2025-07-24 Estes Jason E Officer S-Sale D Common stock, par value $0.01 per share 292 48.00 14.0K 75,961 D
2025-07-23 Estes Jason E Officer S-Sale D Common stock, par value $0.01 per share 634 48.50 30.7K 77,840 D
2025-07-22 Estes Jason E Officer S-Sale D Common stock, par value $0.01 per share 1 49.00 49.00 79,292 D
2025-03-05 Haines Douglas A Officer P-Purchase A Common stock, par value $0.01 per share 1,433 39.91 57.2K 18,542 D
2025-02-25 Litchfield Henry Officer M-Exempt D Employee stock options 5,000 14.31 71.6K 0 D
2025-02-15 Whitcomb Gary D Director A-Award A Common stock, par value $0.01 per share 919 0.00 5,919 D
2025-02-15 Travis Thomas L Director / Officer A-Award A Common stock, par value $0.01 per share 14,420 0.00 299,838 D
2025-02-15 Sanner J. Michael Director A-Award A Common stock, par value $0.01 per share 1,000 0.00 5,875 D
2025-02-15 Phillips John T Director / Officer F-InKind D Common stock, par value $0.01 per share 684 43.17 29.5K 19,457 D
2025-02-15 Litchfield Henry Officer A-Award A Common stock, par value $0.01 per share 2,000 0.00 14,106 D
2025-02-15 Levinson Andrew J Officer F-InKind D Common stock, par value $0.01 per share 923 43.17 39.8K 47,379 D
2025-02-15 Harris Kelly J Officer F-InKind D Common stock, par value $0.01 per share 439 43.17 19.0K 21,392 D
2025-02-15 Haines Douglas A Officer A-Award A Common stock, par value $0.01 per share 2,000 0.00 17,768 D
2025-02-15 Gray Edward Patrick Director A-Award A Common stock, par value $0.01 per share 839 0.00 2,464 D
2025-02-15 Estes Jason E Officer F-InKind D Common stock, par value $0.01 per share 742 43.17 32.0K 80,147 D
2025-02-15 Dick Teresa L. Director A-Award A Common stock, par value $0.01 per share 839 0.00 2,964 D
2025-02-15 BUERGLER WILLIAM M Director A-Award A Common stock, par value $0.01 per share 1,000 0.00 5,875 D
2025-02-12 Phillips John T Director / Officer G-Gift D Common stock, par value $0.01 per share 400 0.00 16,285 D
2025-01-06 Travis Thomas L Director / Officer F-InKind D Common stock, par value $0.01 per share 393 44.72 17.6K 285,418 D
2025-01-06 Phillips John T Director / Officer F-InKind D Common stock, par value $0.01 per share 233 44.72 10.4K 16,685 D
2025-01-06 Litchfield Henry Officer F-InKind D Common stock, par value $0.01 per share 69 44.72 3.1K 12,106 D
2025-01-06 Levinson Andrew J Officer F-InKind D Common stock, par value $0.01 per share 138 44.72 6.2K 45,666 D
2025-01-06 Harris Kelly J Officer F-InKind D Common stock, par value $0.01 per share 58 44.72 2.6K 18,986 D
2025-01-06 Haines Douglas A Officer F-InKind D Common stock, par value $0.01 per share 69 44.72 3.1K 15,768 D
2025-01-06 Estes Jason E Officer F-InKind D Common stock, par value $0.01 per share 353 44.72 15.8K 74,837 D
2025-01-04 Travis Thomas L Director / Officer F-InKind D Common stock, par value $0.01 per share 984 45.01 44.3K 285,811 D
2025-01-04 Phillips John T Director / Officer F-InKind D Common stock, par value $0.01 per share 364 45.01 16.4K 16,918 D
2025-01-04 Estes Jason E Officer F-InKind D Common stock, par value $0.01 per share 551 45.01 24.8K 75,190 D
2024-12-17 Travis Thomas L Director / Officer F-InKind D Common stock, par value $0.01 per share 1,476 45.10 66.6K 286,795 D
2024-12-17 Phillips John T Director / Officer F-InKind D Common stock, par value $0.01 per share 546 45.10 24.6K 17,282 D
2024-12-17 Litchfield Henry Officer F-InKind D Common stock, par value $0.01 per share 127 45.10 5.7K 12,175 D
2024-12-17 Levinson Andrew J Officer F-InKind D Common stock, par value $0.01 per share 327 45.10 14.7K 45,804 D
2024-12-17 Harris Kelly J Officer F-InKind D Common stock, par value $0.01 per share 327 45.10 14.7K 19,044 D
2024-12-17 Haines Douglas A Officer F-InKind D Common stock, par value $0.01 per share 91 45.10 4.1K 15,837 D
2024-12-17 Estes Jason E Officer F-InKind D Common stock, par value $0.01 per share 827 45.10 37.3K 75,741 D
2024-11-08 Travis Thomas L Director / Officer M-Exempt A Common stock, par value $0.01 per share 21,695 19.00 412.2K 309,966 D
2024-11-07 Travis Thomas L Director / Officer M-Exempt A Common stock, par value $0.01 per share 8,305 19.00 157.8K 296,576 D
2024-10-30 Levinson Andrew J Officer F-InKind D Common stock, par value $0.01 per share 291 42.89 12.5K 46,131 D
2024-07-19 Phillips John T Director / Officer M-Exempt A Common stock, par value $0.01 per share 8,057 19.00 153.1K 25,860
2024-07-18 Phillips John T Director / Officer M-Exempt D Employee Stock Options 11,943 19.00 226.9K 8,057
2024-07-18 Levinson Andrew J Officer S-Sale D Common stock, par value $0.01 per share 315 36.00 11.3K 45,547
2024-07-18 Haines Lisa K. Officer / 10% Owner M-Exempt D Employee Stock Options 1,312 14.31 18.8K 438
2024-07-18 Estes Jason E Officer M-Exempt D Employee Stock Options 3,750 14.31 53.7K 0
2024-07-17 Levinson Andrew J Officer S-Sale D Common stock, par value $0.01 per share 1,289 36.01 46.4K 41,659
2024-07-17 Estes Jason E Officer M-Exempt A Common stock, par value $0.01 per share 5,584 19.00 106.1K 76,902
2024-07-16 Litchfield Henry Officer M-Exempt A Common stock, par value $0.01 per share 1,250 18.49 23.1K 13,552
2024-07-16 Levinson Andrew J Officer M-Exempt D Employee Stock Options 742 18.49 13.7K 2,258
2024-07-16 Estes Jason E Officer M-Exempt A Common stock, par value $0.01 per share 4,964 19.00 94.3K 76,282
2024-05-21 Litchfield Henry Officer M-Exempt A Common stock, par value $0.01 per share 451 19.00 8.6K 12,753
2024-05-20 Litchfield Henry Officer M-Exempt A Common stock, par value $0.01 per share 2,259 19.00 42.9K 14,561
2024-05-17 Litchfield Henry Officer S-Sale D Common stock, par value $0.01 per share 2,290 30.18 69.1K 12,302
2024-04-25 Gray Edward Patrick Director P-Purchase A Common stock, par value $0.01 per share 1,000 27.25 27.3K 2,500
2024-04-19 Travis Thomas L Director / Officer S-Sale D Common stock, par value $0.01 per share 7,500 27.00 202.5K 288,271
2024-02-26 Travis Thomas L Director / Officer S-Sale D Common stock, par value $0.01 per share 20,000 27.11 542.2K 295,771
2024-02-15 Whitcomb Gary D Director A-Award A Common stock, par value $0.01 per share 1,000 0.00 5,000
2024-02-15 Travis Thomas L Director / Officer A-Award A Common stock, par value $0.01 per share 16,486 0.00 317,622
2024-02-15 Sanner J. Michael Director A-Award A Common stock, par value $0.01 per share 1,125 0.00 4,875
2024-02-15 Phillips John T Director / Officer A-Award A Common stock, par value $0.01 per share 5,435 0.00 18,486
2024-02-15 Litchfield Henry Officer F-InKind D Common stock, par value $0.01 per share 430 27.69 11.9K 12,302
2024-02-15 Levinson Andrew J Officer F-InKind D Common stock, par value $0.01 per share 956 27.69 26.5K 41,659
2024-02-15 Harris Kelly J Officer F-InKind D Common stock, par value $0.01 per share 519 27.69 14.4K 19,371
2024-02-15 Haines Lisa K. Officer / 10% Owner F-InKind D Common stock, par value $0.01 per share 222 27.69 6.1K 3,876
2024-02-15 Haines Douglas A Officer F-InKind D Common stock, par value $0.01 per share 430 27.69 11.9K 15,928
2024-02-15 Gray Edward Patrick Director A-Award A Common stock, par value $0.01 per share 875 0.00 1,625
2024-02-15 Estes Jason E Officer F-InKind D Common stock, par value $0.01 per share 854 27.69 23.6K 71,318
2024-02-15 Dick Teresa L. Director A-Award A Common stock, par value $0.01 per share 875 0.00 2,125
2024-02-15 BUERGLER WILLIAM M Director A-Award A Common stock, par value $0.01 per share 1,125 0.00 4,875
2024-02-02 Phillips John T Director / Officer G-Gift D Common stock, par value $0.01 per share 800 0.00 13,051
2024-01-06 Travis Thomas L Director / Officer F-InKind D Common stock, par value $0.01 per share 424 26.65 11.3K 301,136
2024-01-06 Phillips John T Director / Officer F-InKind D Common stock, par value $0.01 per share 249 26.65 6.6K 17,851
2024-01-06 Litchfield Henry Officer F-InKind D Common stock, par value $0.01 per share 69 26.65 1.8K 9,232
2024-01-06 Levinson Andrew J Officer F-InKind D Common stock, par value $0.01 per share 138 26.65 3.7K 37,615
2024-01-06 Harris Kelly J Officer F-InKind D Common stock, par value $0.01 per share 69 26.65 1.8K 15,852
2024-01-06 Haines Douglas A Officer F-InKind D Common stock, par value $0.01 per share 69 26.65 1.8K 12,858
2024-01-06 Estes Jason E Officer F-InKind D Common stock, par value $0.01 per share 226 26.65 6.0K 64,525
2024-01-04 Travis Thomas L Director / Officer F-InKind D Common stock, par value $0.01 per share 1,059 25.98 27.5K 301,560
2024-01-04 Phillips John T Director / Officer F-InKind D Common stock, par value $0.01 per share 430 25.98 11.2K 18,100
2024-01-04 Estes Jason E Officer F-InKind D Common stock, par value $0.01 per share 424 25.98 11.0K 64,751
2023-12-17 Travis Thomas L Director / Officer F-InKind D Common stock, par value $0.01 per share 1,588 28.22 44.8K 302,619
2023-12-17 Phillips John T Director / Officer F-InKind D Common stock, par value $0.01 per share 546 28.22 15.4K 18,530
2023-12-17 Litchfield Henry Officer F-InKind D Common stock, par value $0.01 per share 127 28.22 3.6K 9,301
2023-12-17 Levinson Andrew J Officer F-InKind D Common stock, par value $0.01 per share 327 28.22 9.2K 37,753
2023-12-17 Harris Kelly J Officer F-InKind D Common stock, par value $0.01 per share 327 28.22 9.2K 15,921
2023-12-17 Haines Lisa K. Officer / 10% Owner F-InKind D Common stock, par value $0.01 per share 76 28.22 2.1K 4,098
2023-12-17 Haines Douglas A Officer F-InKind D Common stock, par value $0.01 per share 91 28.22 2.6K 12,927
2023-12-17 Estes Jason E Officer F-InKind D Common stock, par value $0.01 per share 546 28.22 15.4K 65,175
2023-12-11 Estes Jason E Officer S-Sale D Common stock, par value $0.01 per share 55 24.60 1.4K 66,208
2023-12-07 Estes Jason E Officer S-Sale D Common stock, par value $0.01 per share 2,458 24.62 60.5K 66,263
2023-11-27 Travis Thomas L Director / Officer S-Sale D Common stock, para value $0.01 per share 7,500 23.67 177.6K 304,207
2023-10-30 Levinson Andrew J Officer F-InKind D Common stock, par value $0.01 per share 293 20.54 6.0K 38,080
2023-09-20 Travis Thomas L Director / Officer F-InKind D Common stock, par value $0.01 per share 7,870 24.10 189.7K 311,707
2023-09-20 Litchfield Henry Officer F-InKind D Common stock, par value $0.01 per share 121 24.10 2.9K 9,428
2023-09-20 Harris Kelly J Officer F-InKind D Common stock, par value $0.01 per share 146 24.10 3.5K 16,248
2023-09-20 Estes Jason E Officer F-InKind D Common stock, par value $0.01 per share 582 24.10 14.0K 68,721
2023-08-03 Travis Thomas L Director / Officer S-Sale D Common stock, par value $0.01 per share 13,000 27.07 351.9K 319,577
2023-05-15 Travis Thomas L Director / Officer S-Sale D Common stock, par value $0.01 per share 4,220 23.00 97.1K 332,577
2023-05-12 Travis Thomas L Director / Officer S-Sale D Common stock, par value $0.01 per share 1,408 23.00 32.4K 336,797
2023-05-11 Travis Thomas L Director / Officer S-Sale D Common stock, par value $0.01 per share 351 23.00 8.1K 338,205
2023-05-10 Travis Thomas L Director / Officer S-Sale D Common stock, par value $0.01 per share 2,021 23.12 46.7K 338,556
2023-03-13 Haines Lisa K. Officer / 10% Owner P-Purchase A Common stock, par value $0.01 per share 1,000 23.36 23.4K 2,335
2023-02-15 Whitcomb Gary D Director A-Award A Common stock, par value $0.01 per share 875 0.00 4,000
2023-02-15 Travis Thomas L Director / Officer A-Award A Common stock, par value $0.01 per share 20,302 0.00 340,577
2023-02-15 Sanner J. Michael Director A-Award A Common stock, par value $0.01 per share 1,000 0.00 3,750
2023-02-15 Phillips John T Director / Officer A-Award A Common stock, par value $0.01 per share 7,046 0.00 19,076
2023-02-15 Litchfield Henry Officer A-Award A Common stock, par value $0.01 per share 5,000 0.00 9,549
2023-02-15 Levinson Andrew J Officer A-Award D Common stock, par value $0.01 per share 25,000 0.00 38,373
2023-02-15 Harris Kelly J Officer A-Award A Common stock, par value $0.01 per share 4,530 0.00 16,394
2023-02-15 Haines Lisa K. Officer / 10% Owner A-Award A Common stock, par value $0.01 per share 3,000 0.00 4,174
2023-02-15 Haines Douglas A Officer A-Award A Common stock, par value $0.01 per share 5,000 0.00 13,018
2023-02-15 Gray Edward Patrick Director A-Award A Common stock, par value $0.01 per share 750 0.00 750
2023-02-15 Estes Jason E Officer A-Award A Common stock, par value $0.01 per share 8,808 0.00 69,303
2023-02-15 Dick Teresa L. Director A-Award A Common stock, par value $0.01 per share 750 0.00 1,250
2023-02-15 Brown Charles W Director A-Award A Common stock, par value $0.01 per share 750 0.00 2,600
2023-02-15 BUERGLER WILLIAM M Director A-Award A Common stock, par value $0.01 per share 1,000 0.00 3,750
2023-02-06 Phillips John T Director / Officer G-Gift D Common stock, par value $0.01 per share 1,200 0.00 12,030
2023-01-31 Travis Thomas L Director / Officer S-Sale D Common stock, par value $0.01 per share 6,500 27.06 175.9K 320,275
2023-01-06 Travis Thomas L Officer F-InKind D Common stock, par value $0.01 per share 476 26.56 12.6K 326,775
2023-01-06 Phillips John T Officer F-InKind D Common stock, par value $0.01 per share 275 26.56 7.3K 13,230
2023-01-06 Litchfield Henry Officer F-InKind D Common stock, par value $0.01 per share 59 26.56 1.6K 4,549
2023-01-06 Levinson Andrew J Officer F-InKind D Common stock, par value $0.01 per share 138 26.56 3.7K 13,373
2023-01-06 Harris Kelly J Officer F-InKind D Common stock, par value $0.01 per share 69 26.56 1.8K 11,864
2023-01-06 Haines Douglas A Officer F-InKind D Common stock, par value $0.01 per share 69 26.56 1.8K 8,018
2023-01-06 Estes Jason E Officer F-InKind D Common stock, par value $0.01 per share 379 26.56 10.1K 60,495
2023-01-04 Travis Thomas L Officer F-InKind D Common stock, par value $0.01 per share 1,191 26.68 31.8K 327,251
2023-01-04 Phillips John T Officer F-InKind D Common stock, par value $0.01 per share 430 26.68 11.5K 13,505
2023-01-04 Estes Jason E Officer F-InKind D Common stock, par value $0.01 per share 592 26.68 15.8K 60,874
2022-12-17 Travis Thomas L Officer F-InKind D Common stock, par value $0.01 per share 1,588 26.00 41.3K 328,442
2022-12-17 Phillips John T Officer F-InKind D Common stock, par value $0.01 per share 550 26.00 14.3K 13,935
2022-12-17 Litchfield Henry Officer F-InKind D Common stock, par value $0.01 per share 107 26.00 2.8K 4,608
2022-12-17 Levinson Andrew J Officer F-InKind D Common stock, par value $0.01 per share 330 26.00 8.6K 13,511
2022-12-17 Harris Kelly J Officer F-InKind D Common stock, par value $0.01 per share 330 26.00 8.6K 11,933
2022-12-17 Haines Lisa K. Officer F-InKind D Common stock, par value $0.01 per share 76 26.00 2.0K 1,174
2022-12-17 Haines Douglas A Officer F-InKind D Common stock, par value $0.01 per share 92 26.00 2.4K 8,087
2022-12-17 Estes Jason E Officer F-InKind D Common stock, par value $0.01 per share 550 26.00 14.3K 61,466
2022-11-22 Gray Edward Patrick Director P-Purchase A Common stock, par value $0.01 per share 500 26.49 13.2K 1,500
2022-10-31 Levinson Andrew J Director F-InKind D Common stock, par value $0.01 per share 293 24.99 7.3K 13,841
2022-09-20 Travis Thomas L Director / Officer F-InKind D Common stock, par value $0.01 per share 8,470 23.11 195.7K 330,030
2022-09-20 Litchfield Henry Officer F-InKind D Common stock, par value $0.01 per share 148 23.11 3.4K 4,715
2022-09-20 Harris Kelly J Officer F-InKind D Common stock, par value $0.01 per share 142 23.11 3.3K 12,263
2022-09-20 Estes Jason E Officer F-InKind D Common stock, par value $0.01 per share 587 23.11 13.6K 62,016
2022-09-12 Travis Thomas L Director / Officer S-Sale D Common stock, par value $0.01 per share 7,000 24.50 171.5K 338,500
2022-05-26 Phillips John T Director / Officer S-Sale D Common stock, par value $0.01 per share 11,003 25.00 275.1K 213,376
2022-05-24 Phillips John T Director G-Gift D Common stock, par value $0.01 per share 1,200 0.00 14,485
2022-05-24 Gray Edward Patrick Director P-Purchase A Common stock, par value $0.01 per share 1,000 24.03 24.0K 1,000
2022-05-03 Travis Thomas L Director S-Sale D Common stock, par value $0.01 per share 19,111 23.85 455.8K 345,507
2022-03-11 Phillips John T Director S-Sale D Common stock, par value $0.01 per share 3,621 25.00 90.5K 224,379
2022-03-09 Travis Thomas L Director S-Sale D Common stock, par value $0.01 per share 2,462 23.45 57.7K 365,500
2022-02-25 Litchfield Henry Officer D Common stock, par value $0.01 per share 0 0.00 4,863
2022-02-11 Gray Edward Patrick 0 0.00 0
2022-01-06 Travis Thomas L Director / Officer F-InKind D Common stock, par value $0.01 per share 297 25.29 7.5K 367,962
2022-01-06 Phillips John T Director / Officer F-InKind D Common stock, par value $0.01 per share 233 25.29 5.9K 15,685
2022-01-06 Levinson Andrew J Officer F-InKind D Common stock, par value $0.01 per share 138 25.29 3.5K 14,134
2022-01-06 Harris Kelly J Officer F-InKind D Common stock, par value $0.01 per share 69 25.29 1.7K 12,405
2022-01-06 Haines Douglas A Officer F-InKind D Common stock, par value $0.01 per share 69 25.29 1.7K 8,179
2022-01-06 Estes Jason E Officer F-InKind D Common stock, par value $0.01 per share 226 25.29 5.7K 62,603
2022-01-04 Travis Thomas L Director / Officer F-InKind D Common stock, par value $0.01 per share 741 23.66 17.5K 368,259
2022-01-04 Phillips John T Director / Officer F-InKind D Common stock, par value $0.01 per share 354 23.66 8.4K 15,918
2022-01-04 Estes Jason E Officer F-InKind D Common stock, par value $0.01 per share 371 23.66 8.8K 62,829
2021-12-27 William Bradford Haines Financial Services Trust 10% Owner S-Sale D Common stock, par value $0.01 per share 117,811 20.90 2.46M 1,778,701
2021-12-27 Haines William B. Director / Officer / 10% Owner S-Sale D Common stock, par value $0.01 per share 117,811 20.90 2.46M 1,778,701
2021-12-17 Whitcomb Gary D Director A-Award A Common stock, par value $0.01 per share 625 0.00 3,125
2021-12-17 Travis Thomas L Director / Officer A-Award A Common stock, par value $0.01 per share 15,000 0.00 369,000
2021-12-17 Sanner J. Michael Director A-Award A Common stock, par value $0.01 per share 750 0.00 2,750
2021-12-17 Phillips John T Director / Officer A-Award A Common stock, par value $0.01 per share 7,500 0.00 16,272
2021-12-17 Levinson Andrew J Officer A-Award A Common stock, par value $0.01 per share 4,500 0.00 14,272
2021-12-17 Harris Kelly J Officer A-Award A Common stock, par value $0.01 per share 4,500 0.00 12,474
2021-12-17 Haines Lisa K. Officer / 10% Owner A-Award A Common stock, par value $0.01 per share 1,250 0.00 1,250
2021-12-17 Haines Douglas A Officer A-Award A Common stock, par value $0.01 per share 1,250 0.00 8,248
2021-12-17 Estes Jason E Officer A-Award A Common stock, par value $0.01 per share 7,500 0.00 63,200
2021-12-17 Dick Teresa L. Director A-Award A Common stock, par value $0.01 per share 500 0.00 500
2021-12-17 Brown Charles W Director A-Award A Common stock, par value $0.01 per share 500 0.00 1,850
2021-12-17 BUERGLER WILLIAM M Director A-Award A Common stock, par value $0.01 per share 750 0.00 2,750

Executive team

Top executives
EBIT / Employee
454.1K
Shares Outstanding
9.52M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Jason E. Estes Executive Vice President and CCO 503.8K 412.5K 1.75M 34.8K 2.70M 64.76%
2 2025 Thomas L. Travis President & CEO 788.5K 722.5K 825.0K 39.1K 2.38M 34.74%
3 2025 William B. Haines Chairman 788.5K 722.5K 39.2K 1.55M 0.00%
4 2024 Thomas L. Travis President & CEO 684.6K 637.5K 456.5K 38.2K 1.82M 25.13%
5 2024 William B. Haines Chairman 684.6K 637.5K 37.0K 1.37M 0.00%
6 2024 Jason E. Estes Executive Vice President and CCO 442.7K 356.3K 211.7K 29.2K 1.04M 20.30%
7 2023 Thomas L. Travis President & CEO 550.0K 242.5K 605.0K 37.3K 1.43M 42.18%
8 2023 William B. Haines Chairman 550.0K 242.0K 37.0K 829.0K 0.00%
9 2023 Jason E. Estes Executive Vice President and CCO 383.7K 138.6K 262.5K 29.2K 813.9K 32.25%
10 2022 Thomas L. Travis President & CEO 550.0K 652.5K 32.2K 1.24M 0.00%
11 2022 William B. Haines Chairman 550.0K 400.0K 33.0K 988.9K 0.00%
12 2022 Jason E. Estes Executive Vice President and CCO 350.0K 407.5K 28.4K 785.9K 0.00%
13 2021 Thomas L. Travis President & CEO 450.0K 300.0K 475.1K 67.9K 32.2K 1.33M 40.97%
14 2021 John T. Phillips Senior EVP and COO 325.0K 150.0K 237.5K 33.9K 19.3K 765.8K 35.45%
15 2021 William B. Haines Chairman 450.0K 200.0K 33.0K 683.0K 0.00%
16 2020 Thomas L. Travis President & CEO 465.4K 345.0K 91.6K 30.6K 932.5K 9.82%
17 2020 William B. Haines Chairman 467.3K 145.0K 33.0K 645.8K 0.00%
18 2020 John T. Phillips Senior EVP and COO 336.5K 145.0K 73.2K 18.7K 573.5K 12.77%
19 2019 Thomas L. Travis President and Chief Executive Officer 398.4K 150.0K 5.32M 28.6K 5.89M 90.21%
20 2019 Thomas L. Travis President & CEO 398.4K 150.0K 5.32M 28.6K 5.89M 90.21%
21 2019 John T. Phillips Senior EVP and COO 298.8K 150.0K 5.41M 19.2K 5.88M 92.04%
22 2019 John T. Phillips Senior Executive Vice President and Chief Operating Officer 298.8K 150.0K 5.41M 19.2K 5.88M 92.04%
23 2019 Jason E. Estes Executive Vice President and Chief Credit Officer 239.2K 100.0K 901.6K 23.2K 1.26M 71.33%
24 2018 Thomas L. Travis President and Chief Executive Officer 330.8K 100.0K 1.91M 94.4K 33.5K 2.47M 81.19%
25 2018 John T. Phillips Senior Executive Vice President and Chief Operating Officer 225.0K 150.0K 62.9K 24.2K 462.2K 13.61%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-03 DEFA14A
2026-04-03 DEF 14A
2025-04-01 DEFA14A
2025-04-01 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 4
2026-05-21 8-K
2026-05-11 10-Q
2026-05-06 4
2026-04-14 8-K
2026-04-03 DEFA14A
2026-04-03 DEF 14A
2026-04-03 ARS
2026-03-27 3
2026-03-17 NT 10-K

Executive team

NameTitleCompensationGender
William Bradford Haines Executive Chairman of the Board 2M male
Thomas L. Travis President, Chief Executive Officer & Vice Chairman 2M male
Jason E. Estes Executive Vice President & Chief Credit Officer 951.1K male
John T. Phillips Senior EVP, COO, Secretary & Director 494.3K male
Douglas A. Haines Regional President of Western Oklahoma & Kansas and Director of Bank 7 7.2K male
Andrew J. Levinson Executive Vice President, Regional President of Tulsa & Director of Bank7 male
Kelly J. Harris Executive Vice President & Chief Financial Officer male
Henry C. Litchfield Vice President & General Counsel male
ESG Rating
B
BANKS - REGIONAL
Rank: 56 out of 431
2026
E (Environmental)
50.0 / 64.3
Company / Sector avg.
S (Social)
79.5 / 76.5
Company / Sector avg.
G (Governance)
74.9 / 75.5
Company / Sector avg.
ESG Total
68.1 / 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)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits