Bank7 Corp. (BSVN)
Oklahoma City, OK, US
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.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.29% | -0.02% | +3.07% | +8.80% | +6.83% | +8.00% | +14.60% | +90.12% | +140.67% | +131.85% | +131.85% |
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 | 2 | 0 |
| Buy | 0 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| 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%
|
-
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)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 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
|
| 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
Ownership Overview
| # | 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)
| # | 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 |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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No House trading activity found for this company.
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Community Opinion for BSVN
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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