Bridgewater Bancshares, Inc. (BWB)
Saint Louis Park, MN, US
Bridgewater Bancshares, Inc. functions as the holding company for Bridgewater Bank, which delivers a comprehensive array of banking products and services. Its core clientele includes commercial real estate investors, small business entrepreneurs, and high-net-worth individuals primarily located across the United States. The institution offers a diverse range of deposit accounts, such as savings accounts, money market accounts, demand deposits, and both time and brokered deposits. It also provides interest-bearing and non-interest-bearing transaction accounts, in addition to certificates of deposit (CDs). On the lending side, Bridgewater Bank extends commercial loans to various business structures, including sole proprietorships, partnerships, and corporations. These funds are designed to finance working capital needs like accounts receivable or inventory, support capital asset acquisition, or cover other business-related expenditures. The bank's specialized loan offerings further encompass Paycheck Protection Program (PPP) loans, construction and land development financing, mortgages for 1-4 family residences, multifamily property lending, and both owner-occupied and non-owner-occupied commercial real estate loans. Consumer and other miscellaneous loan products are also available. Customers can conveniently access banking services through online and mobile platforms, as well as direct banking channels. Established in 2005, the company's headquarters are situated in Saint Louis Park, Minnesota. It operates a network of seven full-service branches throughout Minnesota, specifically in Bloomington, Greenwood, Minneapolis, Orono, St. Louis Park, and St. Paul.
Based on only 2 articles — 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.42% | +4.82% | +9.65% | +16.28% | +6.61% | +14.09% | +31.06% | +97.04% | +18.98% | +58.48% | +58.48% |
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 | 1 | 0 |
| Buy | 2 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 3 |
22.67
+3.5%
|
| All Time | 6 |
20.00
-8.7%
|
-
Revenue growth+16.0% Q1'26: +17.9% (vs Q1'25)
-
EPS growth+45.6% Q1'26: +87.1% (vs Q1'25)
-
FCF margin— Q1'26: +17.9% (vs Q1'25)
-
EBIT margin— Q1'26: +28.8% (vs Q1'25)
-
ROIC— Q1'26: +15.8% (vs Q1'25)
-
Share dilution+2.5% Q1'26: +1.6% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 4.87× (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 2 Rev. Ana. 3 EPS Ana. |
Dec 2027 2 Rev. Ana. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
87.77M
est: 68.05M (+29.0%)
|
107.60M
est: 76.85M (+40.0%)
|
120.67M
est: 90.40M (+33.5%)
|
134.19M
est: 115.00M (+16.7%)
|
169.34M
est: 138.23M (+22.5%)
|
226.95M
est: 106.31M (+113.5%)
|
251.45M
est: 108.63M (+131.5%)
|
291.63M
est: 142.83M (+104.2%)
|
171.07M
168.25M – 175.66M
+19.8% YoY
|
189.17M
186.05M – 194.25M
+10.6% YoY
|
161.32M
158.66M – 165.65M
-14.7% YoY
|
| EBITDA |
33.10M
est: 51.75M (-36.1%)
|
39.53M
est: 65.72M (-39.9%)
|
37.06M
est: 64.16M (-42.2%)
|
64.13M
est: 79.42M (-19.2%)
|
74.96M
est: 104.16M (-28.0%)
|
55.67M
est: 33.37M (+66.8%)
|
45.74M
est: 34.10M (+34.1%)
|
64.70M
est: 44.84M (+44.3%)
|
53.70M
52.82M – 55.15M
+19.8% YoY
|
59.39M
58.41M – 60.98M
+10.6% YoY
|
50.64M
49.81M – 52.00M
-14.7% YoY
|
| EBIT |
32.14M
est: 21.49M (+49.5%)
|
38.33M
est: 24.27M (+57.9%)
|
35.67M
est: 28.55M (+24.9%)
|
61.57M
est: 36.32M (+69.5%)
|
71.71M
est: 1.56M (+4,505.7%)
|
52.52M
est: 31.78M (+65.3%)
|
42.74M
est: 32.47M (+31.6%)
|
61.48M
est: 42.69M (+44.0%)
|
51.13M
50.29M – 52.51M
+19.8% YoY
|
56.54M
55.61M – 58.06M
+10.6% YoY
|
48.22M
47.43M – 49.51M
-14.7% YoY
|
| Net Income |
26.92M
est: 25.86M (+4.1%)
|
31.40M
est: 29.74M (+5.6%)
|
27.19M
est: 27.05M (+0.5%)
|
45.69M
est: 43.49M (+5.1%)
|
53.39M
est: 68.82M (-22.4%)
|
39.96M
est: 31.62M (+26.4%)
|
32.83M
est: 28.80M (+14.0%)
|
46.09M
est: 42.91M (+7.4%)
|
53.43M
51.94M – 54.93M
+24.5% YoY
|
62.20M
61.53M – 62.96M
+16.4% YoY
|
467.01M
457.02M – 483.32M
+650.9% YoY
|
| SGA |
22.28M
est: 19.40M (+14.8%)
|
25.96M
est: 22.35M (+16.1%)
|
27.14M
est: 29.41M (-7.7%)
|
33.68M
est: 34.06M (-1.1%)
|
40.34M
est: 30.48M (+32.3%)
|
41.36M
est: 21.75M (+90.1%)
|
44.01M
est: 22.23M (+98.0%)
|
51.51M
est: 29.22M (+76.3%)
|
35.00M
34.43M – 35.94M
+19.8% YoY
|
38.71M
38.07M – 39.75M
+10.6% YoY
|
33.01M
32.47M – 33.90M
-14.7% YoY
|
| EPS |
0.93
est: 0.89 (+4.5%)
|
1.07
est: 1.02 (+4.9%)
|
0.95
est: 1.00 (-4.7%)
|
1.59
est: 1.53 (+3.7%)
|
1.78
est: 1.75 (+1.7%)
|
1.29
est: 1.10 (+17.7%)
|
1.05
est: 0.99 (+5.8%)
|
1.53
est: 1.49 (+2.9%)
|
1.85
1.81 – 1.92
+24.5% YoY
|
2.18
2.15 – 2.20
+17.5% YoY
|
16.30
15.95 – 16.87
+648.6% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-22 | DA Davidson | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-06-12 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-11 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-10 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-09 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-08 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-05 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-04 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-03 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-02 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-01 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-28 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-21 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-20 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-19 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-18 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-15 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-14 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-13 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-12 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-11 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EJF Sidecar Fund, Series LLC – Series E | 2.14M | 7.10% | — | 2.14M | — | 2.14M | OO | Delaware | 2018-11-05 | ↗ |
| 2 | Thrivent Financial for Lutherans | 1.93M | 6.87% | 19.3K | 1.91M | 19.3K | — | IC, IA | Wisconsin | 2022-03-03 | ↗ |
| 3 | Abigail P. Johnson | 1.74M | 5.80% | — | — | 1.74M | — | IN | United States of America | 2019-02-13 | ↗ |
| 4 | FMR LLC | 1.74M | 5.80% | 1.74M | — | 1.74M | — | HC | Delaware | 2019-02-13 | ↗ |
| 5 | David B. Juran | 1.67M | 5.92% | 1.57M | 106.0K | 1.57M | — | IN | United States America | 2022-02-04 | ↗ |
| 6 | Page 1 of 8 Pages | 1.61M | 5.40% | — | 1.61M | — | 1.61M | IA | Delaware | 2019-02-14 | ↗ |
| 7 | (1) BlackRock, Inc. | 1.54M | 5.50% | 1.52M | — | 1.54M | — | HC | Delaware | 2022-02-03 | ↗ |
| 8 | Jerry J. Baack | 1.44M | 5.15% | 1.44M | 7.0K | 1.44M | — | IN | United States of America | 2023-02-07 | ↗ |
| 9 | EJF Capital LLC | 1.00M | 3.50% | — | 1.00M | — | 1.00M | IA | Delaware | 2020-02-12 | ↗ |
| 10 | Emanuel J. Friedman | 1.00M | 3.50% | — | 1.00M | — | 1.00M | IN | Delaware | 2020-02-12 | ↗ |
| 11 | EJF Sidecar Fund, Series LLC - Series E | 900.0K | 3.10% | — | 900.0K | — | 900.0K | OO | Delaware | 2020-02-12 | ↗ |
| 12 | EJF Financial Services Fund, LP | 50.0K | 0.20% | — | 50.0K | — | 50.0K | PN | Delaware | 2020-02-12 | ↗ |
| 13 | EJF Financial Services GP, LLC | 50.0K | 0.20% | — | 50.0K | — | 50.0K | OO | Delaware | 2020-02-12 | ↗ |
| 14 | EJF Income Fund, LP | — | 0.00% | — | — | — | — | PN | Delaware | 2018-11-05 | ↗ |
| 15 | EJF Income GP, LLC | — | 0.00% | — | — | — | — | OO | Delaware | 2018-11-05 | ↗ |
| 16 | Page 1 of 9 Pages | — | 0.00% | — | — | — | — | IA | Delaware | 2020-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 86.4K +86.4K (+100.0%) | 1.51B +1.5B (+100.0%) | 0.32% +0.316 pp | 1.18% +1.176 pp | USD17.53 +0.0% | 1 qtrs NEW |
| 2 | NORTHLAND SECURITIES, INC. | 18.1K +18.1K (+100.0%) | 316.50M +316.5M (+100.0%) | 0.07% +0.066 pp | 0.30% +0.304 pp | USD17.53 +0.0% | 1 qtrs NEW |
| 3 | THRIVENT FINANCIAL FOR LUTHERANS | 2.33M +5.7K (+0.2%) | 40.79M -62.0K (-0.2%) | 8.50% +0.080 pp | 0.07% -0.008 pp | USD12.07 +45.2% | 26 qtrs — |
| 4 | BLACKROCK, INC. | 1.60M +24.2K (+1.5%) | 28.08M +314.0K (+1.1%) | 5.85% +0.128 pp | 0.00% +0.000 pp | USD14.22 +23.3% | 6 qtrs — |
| 5 | ALLIANCEBERNSTEIN L.P. | 1.34M +60.5K (+4.7%) | 23.54M +970.5K (+4.3%) | 4.90% +0.253 pp | 0.01% +0.000 pp | USD15.94 +10.0% | 32 qtrs — |
| 6 | VANGUARD GROUP INC | 1.21M +52.4K (+4.5%) | 21.16M +838.5K (+4.1%) | 4.41% +0.221 pp | 0.00% +0.000 pp | USD13.17 +33.1% | 32 qtrs — |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1.03M +39.0K (+3.9%) | 18.10M +616.7K (+3.5%) | 3.77% +0.168 pp | 0.00% +0.000 pp | USD13.68 +28.1% | 27 qtrs — |
| 8 | AMERICAN CENTURY COMPANIES INC | 561.7K +46.9K (+9.1%) | 9.85M +785.4K (+8.7%) | 2.05% +0.184 pp | 0.00% +0.000 pp | USD14.83 +18.2% | 23 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 496.1K +15.2K (+3.2%) | 8.70M +232.5K (+2.7%) | 1.81% +0.068 pp | 0.00% +0.000 pp | USD12.77 +37.3% | 31 qtrs — |
| 10 | STATE STREET CORP | 478.3K -3.5K (-0.7%) | 8.39M -94.2K (-1.1%) | 1.75% 0.000 pp | 0.00% +0.000 pp | USD12.05 +45.5% | 31 qtrs — |
| 11 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 439.0K +5.0K (+1.2%) | 7.69M +57.3K (+0.7%) | 1.60% +0.029 pp | 0.45% +0.007 pp | USD12.24 +43.2% | 31 qtrs — |
| 12 | RHINO INVESTMENT PARTNERS, INC | 408.0K +71.8K (+21.3%) | 7.15M +1.2M (+20.9%) | 1.49% +0.271 pp | 2.03% +0.160 pp | USD16.26 +7.8% | 3 qtrs — |
| 13 | ACADIAN ASSET MANAGEMENT LLC | 374.6K +16.0K (+4.5%) | 6.56M +255.0K (+4.0%) | 1.37% +0.068 pp | 0.01% 0.000 pp | USD12.98 +35.1% | 31 qtrs — |
| 14 | TRADITION WEALTH MANAGEMENT, LLC | 350.4K -2.0K (-0.6%) | 6.14M -59.7K (-1.0%) | 1.28% +0.002 pp | 0.44% -0.018 pp | USD13.30 +31.8% | 21 qtrs — |
| 15 | NEXT CENTURY GROWTH INVESTORS LLC | 339.0K -1.3K (-0.4%) | 5.94M -47.2K (-0.8%) | 1.24% +0.004 pp | 0.41% -0.024 pp | USD14.15 +23.9% | 5 qtrs — |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 326.4K -62.7K (-16.1%) | 5.72M -1.1M (-16.4%) | 1.19% -0.219 pp | 0.01% 0.000 pp | USD13.03 +34.5% | 30 qtrs — |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 313.6K +93.5K (+42.5%) | 5.50M +1.6M (+41.9%) | 1.15% +0.347 pp | 0.00% +0.001 pp | USD14.61 +20.0% | 11 qtrs — |
| 18 | KENNEDY CAPITAL MANAGEMENT LLC | 281.7K +9.9K (+3.6%) | 4.94M +154.4K (+3.2%) | 1.03% +0.043 pp | 0.10% -0.001 pp | USD15.59 +12.4% | 8 qtrs — |
| 19 | ANCORA ADVISORS, LLC | 235.8K +41.2K (+21.2%) | 4.13M +708.4K (+20.7%) | 0.86% +0.155 pp | 0.09% +0.017 pp | USD17.59 -0.3% | 2 qtrs — |
| 20 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 230.9K -4.3K (-1.8%) | 4.05M -91.8K (-2.2%) | 0.84% -0.010 pp | 0.01% -0.001 pp | USD12.31 +42.4% | 25 qtrs — |
| 21 | HODGES CAPITAL MANAGEMENT INC. | 220.3K +220.3K (+100.0%) | 3.86M +3.9M (+100.0%) | 0.80% +0.805 pp | 0.33% +0.332 pp | USD17.53 +0.0% | 1 qtrs NEW |
| 22 | HILLSDALE INVESTMENT MANAGEMENT INC. | 212.9K +60.0K (+39.3%) | 3.73M +1.0M (+38.7%) | 0.78% +0.223 pp | 0.10% +0.022 pp | USD17.58 -0.3% | 2 qtrs — |
| 23 | EJF CAPITAL LLC | 207.2K +11.6K (+5.9%) | 3.63M +189.1K (+5.5%) | 0.76% +0.047 pp | 2.06% +0.063 pp | USD15.03 +16.6% | 32 qtrs — |
| 24 | RUSSELL INVESTMENTS GROUP, LTD. | 206.7K -12.0K (-5.5%) | 3.62M -226.0K (-5.9%) | 0.76% -0.038 pp | 0.00% 0.000 pp | USD13.08 +34.0% | 32 qtrs — |
| 25 | JPMORGAN CHASE & CO | 200.0K +77.9K (+63.8%) | 3.51M +1.4M (+63.1%) | 0.73% +0.288 pp | 0.00% +0.000 pp | USD16.53 +6.0% | 32 qtrs — |
| 26 | VILLANOVA INVESTMENT MANAGEMENT CO LLC | 187.4K +770.0 (+0.4%) | 3.29M +433.0 (+0.0%) | 0.68% +0.008 pp | 2.32% +0.040 pp | USD14.98 +17.0% | 7 qtrs — |
| 27 | CSM ADVISORS, LLC | 181.4K +355.0 (+0.2%) | 3.18M -6.0K (-0.2%) | 0.66% +0.006 pp | 0.09% -0.003 pp | USD15.91 +10.2% | 3 qtrs — |
| 28 | MALTESE CAPITAL MANAGEMENT LLC | 176.0K +1.0K (+0.6%) | 3.09M +5.3K (+0.2%) | 0.64% +0.008 pp | 0.55% +0.081 pp | USD13.09 +33.9% | 9 qtrs — |
| 29 | MORGAN STANLEY | 169.1K +57.0K (+50.8%) | 2.96M +991.0K (+50.2%) | 0.62% +0.211 pp | 0.00% +0.000 pp | USD14.61 +20.0% | 32 qtrs — |
| 30 | NORTHERN TRUST CORP | 164.7K -11.2K (-6.4%) | 2.89M -209.0K (-6.8%) | 0.60% -0.037 pp | 0.00% +0.000 pp | USD11.85 +47.9% | 31 qtrs — |
| 31 | GOLDMAN SACHS GROUP INC | 135.0K -3.1K (-2.3%) | 2.37M -64.7K (-2.7%) | 0.49% -0.008 pp | 0.00% +0.000 pp | USD13.83 +26.8% | 32 qtrs — |
| 32 | TWO SIGMA INVESTMENTS, LP | 129.8K +36.9K (+39.7%) | 2.28M +640.7K (+39.2%) | 0.47% +0.137 pp | 0.00% +0.001 pp | USD15.77 +11.2% | 20 qtrs — |
| 33 | RMB CAPITAL MANAGEMENT, LLC | 120.0K -7.5K (-5.9%) | 2.10M -140.7K (-6.3%) | 0.44% -0.024 pp | 0.04% -0.005 pp | USD15.91 +10.2% | 3 qtrs — |
| 34 | MENDON CAPITAL ADVISORS CORP | 120.0K -7.5K (-5.9%) | 2.10M -140.9K (-6.3%) | 0.44% -0.024 pp | 0.62% -0.238 pp | USD15.91 +10.2% | 3 qtrs — |
| 35 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 108.7K +28.3K (+35.2%) | 1.91M +490.1K (+34.6%) | 0.40% +0.105 pp | 0.04% +0.010 pp | USD13.01 +34.7% | 12 qtrs — |
| 36 | BANC FUNDS CO LLC | 101.5K +— (+0.0%) | 1.78M -7.1K (-0.4%) | 0.37% +0.003 pp | 0.35% +0.040 pp | USD12.96 +35.3% | 32 qtrs — |
| 37 | SIPPICAN CAPITAL ADVISORS | 97.3K +— (+0.0%) | 1.71M -6.8K (-0.4%) | 0.36% +0.003 pp | 1.10% -0.036 pp | USD12.79 +37.1% | 9 qtrs — |
| 38 | GATOR CAPITAL MANAGEMENT, LLC | 90.9K -10.1K (-10.0%) | 1.59M -184.7K (-10.4%) | 0.33% -0.035 pp | 0.32% -0.128 pp | USD17.18 +2.0% | 17 qtrs — |
| 39 | JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 90.6K +— (+0.0%) | 1.59M -6.3K (-0.4%) | 0.33% +0.002 pp | 1.47% -0.061 pp | USD16.08 +9.0% | 14 qtrs — |
| 40 | TECTONIC ADVISORS LLC | 88.0K +88.0K (+100.0%) | 1.54M +1.5M (+100.0%) | 0.32% +0.322 pp | 0.08% +0.081 pp | USD17.53 +0.0% | 1 qtrs NEW |
| 41 | FIRST TRUST ADVISORS LP | 80.0K -2.4K (-2.9%) | 1.40M -47.9K (-3.3%) | 0.29% -0.007 pp | 0.00% 0.000 pp | USD16.88 +3.9% | 29 qtrs — |
| 42 | TWO SIGMA ADVISERS, LP | 80.0K -9.7K (-10.8%) | 1.40M -176.3K (-11.2%) | 0.29% -0.033 pp | 0.00% 0.000 pp | USD13.57 +29.2% | 31 qtrs — |
| 43 | ELGETHUN CAPITAL MANAGEMENT | 79.3K -50.0 (-0.1%) | 1.39M +4.7K (+0.3%) | 0.29% +0.002 pp | 0.24% -0.012 pp | USD10.08 +73.9% | 23 qtrs — |
| 44 | LOS ANGELES CAPITAL MANAGEMENT LLC | 79.5K -12.9K (-14.0%) | 1.32M -306.6K (-18.8%) | 0.29% -0.045 pp | 0.00% -0.001 pp | USD15.91 +10.2% | 3 qtrs — |
| 45 | AQR CAPITAL MANAGEMENT LLC | 75.2K +5.3K (+7.6%) | 1.32M +87.7K (+7.1%) | 0.27% +0.021 pp | 0.00% 0.000 pp | USD16.39 +7.0% | 4 qtrs — |
| 46 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | 72.0K +3.1K (+4.5%) | 1.26M +49.9K (+4.1%) | 0.26% +0.013 pp | 0.28% +0.011 pp | USD11.98 +46.3% | 32 qtrs — |
| 47 | QUBE RESEARCH & TECHNOLOGIES LTD | 71.7K +6.9K (+10.6%) | 1.26M +116.3K (+10.2%) | 0.26% +0.027 pp | 0.00% +0.000 pp | USD15.10 +16.1% | 10 qtrs — |
| 48 | ASSENAGON ASSET MANAGEMENT S.A. | 71.2K +38.5K (+118.0%) | 1.25M +673.2K (+117.1%) | 0.26% +0.142 pp | 0.00% +0.001 pp | USD16.14 +8.6% | 27 qtrs — |
| 49 | PANAGORA ASSET MANAGEMENT INC | 70.8K -29.0 (0.0%) | 1.24M -5.5K (-0.4%) | 0.26% +0.002 pp | 0.00% -0.001 pp | USD16.39 +7.0% | 3 qtrs — |
| 50 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 59.9K +157.0 (+0.3%) | 1.05M -1.4K (-0.1%) | 0.22% +0.002 pp | 0.00% +0.000 pp | USD12.42 +41.1% | 31 qtrs — |
| 51 | BANK OF NEW YORK MELLON CORP | 58.7K -7.4K (-11.2%) | 1.03M -134.1K (-11.5%) | 0.21% -0.025 pp | 0.00% +0.000 pp | USD12.66 +38.5% | 31 qtrs — |
| 52 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 57.9K -5.3K (-8.4%) | 1.01M -97.6K (-8.8%) | 0.21% -0.018 pp | 0.00% -0.001 pp | USD14.27 +22.8% | 6 qtrs — |
| 53 | VICTORY CAPITAL MANAGEMENT INC | 56.0K -7.1K (-11.3%) | 981.7K -128.9K (-11.6%) | 0.20% -0.024 pp | 0.00% 0.000 pp | USD13.28 +32.0% | 32 qtrs — |
| 54 | EMPOWERED FUNDS, LLC | 51.2K +28.3K (+123.3%) | 897.9K +494.1K (+122.4%) | 0.19% +0.104 pp | 0.01% +0.003 pp | USD15.43 +13.6% | 8 qtrs — |
| 55 | NUVEEN, LLC | 45.3K +— (+0.0%) | 793.4K -3.2K (-0.4%) | 0.17% +0.001 pp | 0.00% +0.000 pp | USD13.89 +26.2% | 4 qtrs — |
| 56 | SQUAREPOINT OPS LLC | 42.1K -14.3K (-25.4%) | 737.6K -254.7K (-25.7%) | 0.15% -0.051 pp | 0.00% 0.000 pp | USD15.36 +14.1% | 5 qtrs — |
| 57 | QUANTINNO CAPITAL MANAGEMENT LP | 37.1K +10.1K (+37.2%) | 650.9K +174.4K (+36.6%) | 0.14% +0.037 pp | 0.00% +0.000 pp | USD16.84 +4.1% | 3 qtrs — |
| 58 | STATE OF WISCONSIN INVESTMENT BOARD | 33.3K +9.2K (+38.0%) | 583.0K +158.9K (+37.5%) | 0.12% +0.034 pp | 0.00% +0.000 pp | USD16.23 +8.0% | 6 qtrs — |
| 59 | WELLS FARGO & COMPANY/MN | 33.1K +8.6K (+35.2%) | 580.9K +149.7K (+34.7%) | 0.12% +0.032 pp | 0.00% +0.000 pp | USD14.35 +22.2% | 31 qtrs — |
| 60 | BARCLAYS PLC | 33.0K +7.0K (+27.0%) | 578.7K +210.3K (+57.1%) | 0.12% +0.026 pp | 0.00% +0.000 pp | USD15.38 +14.0% | 31 qtrs — |
| 61 | INVESCO LTD. | 32.5K -5.7K (-14.8%) | 570.0K -101.8K (-15.2%) | 0.12% -0.020 pp | 0.00% +0.000 pp | USD12.70 +38.0% | 24 qtrs — |
| 62 | STRS OHIO | 31.7K -1.8K (-5.4%) | 555.7K -33.9K (-5.7%) | 0.12% -0.006 pp | 0.00% 0.000 pp | USD10.79 +62.5% | 12 qtrs — |
| 63 | JANE STREET GROUP, LLC | 28.4K +28.4K (+100.0%) | 497.0K +497.0K (+100.0%) | 0.10% +0.104 pp | 0.00% +0.000 pp | USD17.53 +0.0% | 9 qtrs — |
| 64 | RHUMBLINE ADVISERS | 26.8K -3.5K (-11.6%) | 470.5K -64.1K (-12.0%) | 0.10% -0.012 pp | 0.00% +0.000 pp | USD12.32 +42.3% | 29 qtrs — |
| 65 | INSPIRE INVESTING, LLC | 26.7K +544.0 (+2.1%) | 468.9K +7.7K (+1.7%) | 0.10% +0.003 pp | 0.04% -0.003 pp | USD17.60 -0.4% | 2 qtrs — |
| 66 | DOUGHERTY WEALTH ADVISERS LLC | 25.0K +— (+0.0%) | 438.3K -1.8K (-0.4%) | 0.09% +0.001 pp | 0.25% -0.036 pp | USD16.15 +8.5% | 19 qtrs — |
| 67 | CITADEL ADVISORS LLC | 24.2K -37.2K (-60.6%) | 424.6K -656.2K (-60.7%) | 0.09% -0.134 pp | 0.00% 0.000 pp | USD14.59 +20.2% | 20 qtrs — |
| 68 | CANADA PENSION PLAN INVESTMENT BOARD | 22.9K +22.9K (+100.0%) | 401.4K +401.4K (+100.0%) | 0.08% +0.084 pp | 0.00% +0.000 pp | USD17.53 +0.0% | 1 qtrs NEW |
| 69 | PROSPERITY CONSULTING GROUP, LLC | 22.3K +— (+0.0%) | 390.5K -1.6K (-0.4%) | 0.08% +0.001 pp | 0.02% -0.002 pp | USD9.48 +84.9% | 10 qtrs — |
| 70 | AMERIPRISE FINANCIAL INC | 20.8K +94.0 (+0.5%) | 364.4K +199.0 (+0.1%) | 0.08% +0.001 pp | 0.00% +0.000 pp | USD14.34 +22.2% | 25 qtrs — |
| 71 | AE WEALTH MANAGEMENT LLC | 20.7K +2.2K (+11.9%) | 363.7K +37.4K (+11.4%) | 0.08% +0.009 pp | 0.00% +0.000 pp | USD14.61 +20.0% | 6 qtrs — |
| 72 | D. E. SHAW & CO., INC. | 20.5K -25.2K (-55.2%) | 358.8K -445.5K (-55.4%) | 0.07% -0.091 pp | 0.00% 0.000 pp | USD13.81 +26.9% | 9 qtrs — |
| 73 | CRESSET ASSET MANAGEMENT, LLC | 20.3K +— (+0.0%) | 355.7K -1.4K (-0.4%) | 0.07% +0.001 pp | 0.00% +0.000 pp | USD12.69 +38.1% | 11 qtrs — |
| 74 | DEUTSCHE BANK AG\ | 19.2K +— (+0.0%) | 336.0K -1.3K (-0.4%) | 0.07% +0.001 pp | 0.00% +0.000 pp | USD13.20 +32.8% | 32 qtrs — |
| 75 | BANK OF AMERICA CORP /DE/ | 18.1K +9.1K (+99.6%) | 318.1K +158.1K (+98.8%) | 0.07% +0.033 pp | 0.00% +0.000 pp | USD15.71 +11.6% | 32 qtrs — |
| 76 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 16.7K +2.7K (+19.3%) | 292.9K +46.4K (+18.8%) | 0.06% +0.010 pp | 0.00% +0.000 pp | USD17.59 -0.3% | 2 qtrs — |
| 77 | CETERA INVESTMENT ADVISERS | 16.2K +— (+0.0%) | 283.6K -1.1K (-0.4%) | 0.06% +0.000 pp | 0.00% +0.000 pp | USD14.18 +23.6% | 6 qtrs — |
| 78 | BALLAST ADVISORS LLC | 14.6K +— (+0.0%) | 255.9K -1.0K (-0.4%) | 0.05% +0.000 pp | 0.07% 0.000 pp | USD13.78 +27.2% | 25 qtrs — |
| 79 | PHARVISION ADVISERS, LLC | 14.2K +14.2K (+100.0%) | 249.2K +249.2K (+100.0%) | 0.05% +0.052 pp | 0.13% +0.126 pp | USD17.53 +0.0% | 1 qtrs NEW |
| 80 | CENTERBOOK PARTNERS LP | 13.7K +13.7K (+100.0%) | 239.6K +239.6K (+100.0%) | 0.05% +0.050 pp | 0.01% +0.012 pp | USD17.53 +0.0% | 1 qtrs NEW |
| 81 | IEQ CAPITAL, LLC | 13.1K +770.0 (+6.2%) | 229.7K +12.6K (+5.8%) | 0.05% +0.003 pp | 0.00% +0.000 pp | USD17.60 -0.4% | 2 qtrs — |
| 82 | OCCUDO QUANTITATIVE STRATEGIES LP | 13.1K +13.1K (+100.0%) | 229.6K +229.6K (+100.0%) | 0.05% +0.048 pp | 0.02% +0.015 pp | USD17.53 +0.0% | 1 qtrs NEW |
| 83 | POLYMER CAPITAL MANAGEMENT (US) LLC | 12.9K +12.9K (+100.0%) | 226.3K +226.3K (+100.0%) | 0.05% +0.047 pp | 0.02% +0.024 pp | USD17.53 +0.0% | 3 qtrs — |
| 84 | D.A. DAVIDSON & CO. | 12.9K +— (+0.0%) | 226.1K -903.0 (-0.4%) | 0.05% +0.000 pp | 0.00% 0.000 pp | USD14.17 +23.7% | 12 qtrs — |
| 85 | FRANKLIN RESOURCES INC | 12.9K +— (+0.0%) | 225.5K -901.0 (-0.4%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD13.51 +29.8% | 5 qtrs — |
| 86 | METLIFE INVESTMENT MANAGEMENT, LLC | 12.8K +— (+0.0%) | 225.1K -899.0 (-0.4%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD15.19 +15.4% | 29 qtrs — |
| 87 | PRICE T ROWE ASSOCIATES INC /MD/ | 12.4K +1.5K (+14.1%) | 218.0K +26.0K (+13.5%) | 0.05% +0.006 pp | 0.00% +0.000 pp | USD16.15 +8.5% | 3 qtrs — |
| 88 | LPL FINANCIAL LLC | 11.8K +855.0 (+7.8%) | 206.3K +14.2K (+7.4%) | 0.04% +0.003 pp | 0.00% +0.000 pp | USD17.59 -0.3% | 2 qtrs — |
| 89 | SEI INVESTMENTS CO | 10.8K +— (+0.0%) | 189.8K -757.0 (-0.4%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD11.48 +52.7% | 11 qtrs — |
| 90 | UBS GROUP AG | 10.2K -8.1K (-44.5%) | 178.1K -143.9K (-44.7%) | 0.04% -0.029 pp | 0.00% +0.000 pp | USD14.87 +17.9% | 31 qtrs — |
| 91 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 9.7K +137.0 (+1.4%) | 169.9K +1.7K (+1.0%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD12.04 +45.6% | 7 qtrs — |
| 92 | PALOUSE CAPITAL MANAGEMENT, INC. | 6.1K -350.0 (-5.5%) | 106.1K -6.6K (-5.8%) | 0.02% -0.001 pp | 0.07% -0.004 pp | USD17.60 -0.4% | 2 qtrs — |
| 93 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 5.8K +— (+0.0%) | 102.0K -408.0 (-0.4%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD13.51 +29.8% | 5 qtrs — |
| 94 | ROYAL BANK OF CANADA | 5.8K +225.0 (+4.0%) | 101.0K +3.0K (+3.1%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD13.31 +31.7% | 30 qtrs — |
| 95 | CWM, LLC | 5.4K +56.0 (+1.0%) | 95.0K +1.0K (+1.1%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD16.30 +7.5% | 13 qtrs — |
| 96 | BNP PARIBAS ARBITRAGE, SNC | 5.3K -5.8K (-52.1%) | 92.9K -101.7K (-52.3%) | 0.02% -0.021 pp | 0.00% 0.000 pp | USD16.74 +4.7% | 31 qtrs — |
| 97 | JNBA FINANCIAL ADVISORS | 5.0K +— (+0.0%) | 87.7K -350.0 (-0.4%) | 0.02% +0.000 pp | 0.01% 0.000 pp | USD11.68 +50.1% | 27 qtrs — |
| 98 | NEW YORK STATE COMMON RETIREMENT FUND | 4.2K +— (+0.0%) | 73.2K -292.0 (-0.4%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD11.43 +53.4% | 31 qtrs — |
| 99 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 3.9K +2.8K (+253.6%) | 67.0K +48.0K (+252.6%) | 0.01% +0.010 pp | 0.00% +0.001 pp | USD17.55 -0.1% | 2 qtrs — |
| 100 | FMR LLC | 2.7K +1.3K (+96.1%) | 47.1K +23.0K (+95.4%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD15.24 +15.0% | 32 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.60% | 1.57M | 0.65% |
| 2 | Acuitas Small Cap Active ETF AIMS | 0.49% | 366.7K | 0.75% |
| 3 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.24% | 218.9K | 0.63% |
| 4 | Inspire Small/Mid Cap ETF ISMD | 0.21% | 679.2K | 0.53% |
| 5 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.11% | 102.0K | 0.89% |
| 6 | iShares Micro-Cap ETF IWC | 0.11% | 1.59M | 0.60% |
| 7 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.09% | 1.56M | 0.47% |
| 8 | Avantis U.S. Small Cap Value ETF AVUV | 0.04% | 12.90M | 0.25% |
| 9 | Avantis Global Small Cap Value UCITS ETF AVGS.L | 0.04% | 450.5K | 0.39% |
| 10 | Avantis U.S. Small Cap Equity ETF AVSC | 0.03% | 978.7K | 0.25% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-21 | Shellberg Jeffrey D. | Director | S-Sale | D | Common Stock | 20,000 | 18.55 | 371.1K | 25,000 | I | ↗ |
| 2026-05-21 | Crocker Mary Jayne | Director | S-Sale | D | Common Stock | 6,525 | 18.50 | 120.7K | 209,502 | D | ↗ |
| 2026-05-11 | Crocker Mary Jayne | Director | P-Purchase | A | Depositary Shares | 205 | 20.00 | 4.1K | 5,700 | I | ↗ |
| 2026-05-08 | Salazar Lisa M | Officer | S-Sale | D | Common Stock | 4,162 | 18.55 | 77.2K | 36,077 | D | ↗ |
| 2026-05-07 | Shellberg Jeffrey D. | Director | S-Sale | D | Common Stock | 8,174 | 18.45 | 150.8K | 45,000 | I | ↗ |
| 2026-05-06 | Shellberg Jeffrey D. | Director | S-Sale | D | Common Stock | 9,252 | 18.45 | 170.7K | 53,174 | I | ↗ |
| 2026-05-01 | Shellberg Jeffrey D. | Director | S-Sale | D | Common Stock | 62 | 18.50 | 1.1K | 62,426 | I | ↗ |
| 2026-04-29 | Shellberg Jeffrey D. | Director | S-Sale | D | Common Stock | 2,512 | 18.50 | 46.5K | 62,488 | I | ↗ |
| 2026-04-16 | Crocker Mary Jayne | Director | M-Exempt | D | Option to buy | 6,750 | 12.92 | 87.2K | 20,250 | D | ↗ |
| 2026-03-31 | Volk David J. | Director | A-Award | A | Common Stock | 1,146 | 0.00 | — | 32,284 | D | ↗ |
| 2026-03-31 | Urness Todd B. | Director | A-Award | A | Common Stock | 1,146 | 0.00 | — | 309,259 | D | ↗ |
| 2026-03-31 | Trutna Thomas P. | Director | A-Award | A | Common Stock | 573 | 0.00 | — | 83,207 | D | ↗ |
| 2026-03-31 | Parish Douglas J. | Director | A-Award | A | Common Stock | 573 | 0.00 | — | 5,415 | D | ↗ |
| 2026-03-31 | Lawal Mohammed | Director | A-Award | A | Common Stock | 1,146 | 0.00 | — | 35,539 | D | ↗ |
| 2026-03-31 | Juran David B. | Director | A-Award | A | Common Stock | 1,146 | 0.00 | — | 1,348,967 | D | ↗ |
| 2026-03-31 | Johnson James S. | Director | A-Award | A | Common Stock | 1,146 | 0.00 | — | 96,494 | D | ↗ |
| 2026-03-31 | Crocker Mary Jayne | Director | A-Award | A | Common Stock | 280 | 0.00 | — | 209,277 | D | ↗ |
| 2026-03-31 | Brezonik Lisa | Director | A-Award | A | Common Stock | 1,146 | 0.00 | — | 36,219 | D | ↗ |
| 2026-02-10 | Trutna Thomas P. | Director | S-Sale | D | Common Stock | 13,000 | 19.51 | 253.7K | 82,634 | D | ↗ |
| 2026-02-06 | Shellberg Jeffrey D. | Director | S-Sale | D | Common Stock | 9,838 | 18.89 | 185.8K | 266,187 | D | ↗ |
| 2026-02-05 | Johnson James S. | Director | S-Sale | D | Common Stock | 4,712 | 19.71 | 92.9K | 95,348 | D | ↗ |
| 2026-02-03 | Shellberg Jeffrey D. | Director | F-InKind | D | Common Stock | 540 | 19.54 | 10.6K | 276,025 | D | ↗ |
| 2026-02-03 | Salazar Lisa M | Officer | F-InKind | D | Common Stock | 427 | 19.54 | 8.3K | 30,151 | D | ↗ |
| 2026-02-03 | Place Nicholas L. | Officer | A-Award | A | Common Stock | 15,022 | 0.00 | — | 144,310 | D | ↗ |
| 2026-02-03 | Crocker Mary Jayne | Officer | F-InKind | D | Common Stock | 639 | 19.54 | 12.5K | 208,997 | D | ↗ |
| 2026-02-03 | Chybowski Joseph M. | Officer | A-Award | A | Common Stock | 15,570 | 0.00 | — | 118,501 | D | ↗ |
| 2026-02-03 | Baack Jerry J. | Director / Officer | A-Award | A | Common Stock | 23,739 | 0.00 | — | 1,186,003 | D | ↗ |
| 2026-02-02 | Shellberg Jeffrey D. | Director | F-InKind | D | Common Stock | 1,359 | 19.63 | 26.7K | 276,565 | D | ↗ |
| 2026-02-02 | Salazar Lisa M | Officer | F-InKind | D | Common Stock | 1,062 | 19.63 | 20.8K | 30,578 | D | ↗ |
| 2026-02-02 | Place Nicholas L. | Officer | F-InKind | D | Common Stock | 1,389 | 19.63 | 27.3K | 129,842 | D | ↗ |
| 2026-02-02 | Crocker Mary Jayne | Officer | F-InKind | D | Common Stock | 1,588 | 19.63 | 31.2K | 209,636 | D | ↗ |
| 2026-02-02 | Chybowski Joseph M. | Officer | F-InKind | D | Common Stock | 1,632 | 19.63 | 32.0K | 103,717 | D | ↗ |
| 2025-12-31 | Volk David J. | Director | A-Award | A | Common Stock | 556 | 0.00 | — | 31,138 | D | ↗ |
| 2025-12-31 | Urness Todd B. | Director | A-Award | A | Common Stock | 1,113 | 0.00 | — | 308,113 | D | ↗ |
| 2025-12-31 | Trutna Thomas P. | Director | A-Award | A | Common Stock | 556 | 0.00 | — | 95,634 | D | ↗ |
| 2025-12-31 | Parish Douglas J. | Director | A-Award | A | Common Stock | 556 | 0.00 | — | 4,842 | D | ↗ |
| 2025-12-31 | Lawal Mohammed | Director | A-Award | A | Common Stock | 1,113 | 0.00 | — | 34,393 | D | ↗ |
| 2025-12-31 | Juran David B. | Director | A-Award | A | Common Stock | 1,113 | 0.00 | — | 1,347,821 | D | ↗ |
| 2025-12-31 | Johnson James S. | Director | A-Award | A | Common Stock | 1,113 | 0.00 | — | 100,060 | D | ↗ |
| 2025-12-31 | Brezonik Lisa | Director | A-Award | A | Common Stock | 1,113 | 0.00 | — | 35,073 | D | ↗ |
| 2025-12-12 | Place Nicholas L. | Officer | M-Exempt | D | option to buy | 10,000 | 7.47 | 74.7K | 140,000 | D | ↗ |
| 2025-12-10 | Chybowski Joseph M. | Officer | M-Exempt | A | Common Stock | 6,000 | 7.47 | 44.8K | 110,560 | D | ↗ |
| 2025-12-09 | Shellberg Jeffrey D. | Director | S-Sale | D | Common Stock | 21,936 | 17.78 | 390.0K | 277,924 | D | ↗ |
| 2025-12-09 | Place Nicholas L. | Officer | S-Sale | D | Common Stock | 1,408 | 17.63 | 24.8K | 121,231 | D | ↗ |
| 2025-12-09 | Chybowski Joseph M. | Officer | S-Sale | D | Common Stock | 6,780 | 17.99 | 121.9K | 104,560 | D | ↗ |
| 2025-12-09 | Baack Jerry J. | Director / Officer | S-Sale | D | Common Stock | 13,039 | 17.97 | 234.4K | 1,162,264 | D | ↗ |
| 2025-12-08 | Baack Jerry J. | Director / Officer | S-Sale | D | Common Stock | 14,058 | 17.91 | 251.8K | 1,175,303 | D | ↗ |
| 2025-12-06 | Stejskal Jessica Anne | Officer | F-InKind | D | Common Stock | 172 | 17.84 | 3.1K | 15,007 | D | ↗ |
| 2025-12-06 | Shellberg Jeffrey D. | Director | F-InKind | D | Common Stock | 669 | 17.84 | 11.9K | 299,860 | D | ↗ |
| 2025-12-06 | Salazar Lisa M | Officer | F-InKind | D | Common Stock | 451 | 17.84 | 8.0K | 31,640 | D | ↗ |
| 2025-12-06 | Place Nicholas L. | Officer | F-InKind | D | Common Stock | 621 | 17.84 | 11.1K | 122,639 | D | ↗ |
| 2025-12-06 | Morrell Katie Lynn | Officer | F-InKind | D | Common Stock | 105 | 17.84 | 1.9K | 12,906 | D | ↗ |
| 2025-12-06 | Espeseth Laura | Officer | F-InKind | D | Common Stock | 235 | 17.84 | 4.2K | 21,816 | D | ↗ |
| 2025-12-06 | Crocker Mary Jayne | Officer | F-InKind | D | Common Stock | 779 | 17.84 | 13.9K | 211,224 | D | ↗ |
| 2025-12-06 | Chybowski Joseph M. | Officer | F-InKind | D | Common Stock | 732 | 17.84 | 13.1K | 111,340 | D | ↗ |
| 2025-12-05 | Stejskal Jessica Anne | Officer | F-InKind | D | Common Stock | 352 | 17.84 | 6.3K | 15,179 | D | ↗ |
| 2025-12-05 | Morrell Katie Lynn | Officer | F-InKind | D | Common Stock | 354 | 17.84 | 6.3K | 13,011 | D | ↗ |
| 2025-12-05 | Espeseth Laura | Officer | F-InKind | D | Common Stock | 482 | 17.84 | 8.6K | 22,051 | D | ↗ |
| 2025-12-04 | Urness Todd B. | Director | G-Gift | D | Common Stock | 350,478 | 0.00 | — | 307,000 | D | ↗ |
| 2025-12-04 | Stejskal Jessica Anne | Officer | A-Award | A | Common Stock | 2,771 | 0.00 | — | 15,531 | D | ↗ |
| 2025-12-04 | Shellberg Jeffrey D. | Director | G-Gift | D | Common Stock | 6,356 | 0.00 | — | 355,000 | I | ↗ |
| 2025-12-04 | Morrell Katie Lynn | Officer | A-Award | A | Common Stock | 3,125 | 0.00 | — | 13,365 | D | ↗ |
| 2025-12-04 | Espeseth Laura | Officer | A-Award | A | Common Stock | 3,900 | 0.00 | — | 22,533 | D | ↗ |
| 2025-11-26 | Shellberg Jeffrey D. | Director | G-Gift | D | Common Stock | 10,916 | 0.00 | — | 361,356 | I | ↗ |
| 2025-11-21 | Crocker Mary Jayne | Officer | S-Sale | D | Common Stock | 5,920 | 17.00 | 100.6K | 212,003 | D | ↗ |
| 2025-11-21 | Baack Jerry J. | Director / Officer | M-Exempt | A | Common Stock | 25,000 | 7.47 | 186.8K | 1,189,361 | D | ↗ |
| 2025-11-17 | Crocker Mary Jayne | Officer | M-Exempt | A | Common Stock | 18,898 | 7.47 | 141.2K | 217,923 | D | ↗ |
| 2025-11-13 | Crocker Mary Jayne | Officer | S-Sale | D | Common Stock | 4,080 | 17.04 | 69.5K | 199,025 | D | ↗ |
| 2025-11-13 | Baack Jerry J. | Director / Officer | S-Sale | D | Common Stock | 6,993 | 17.00 | 118.9K | 1,164,361 | D | ↗ |
| 2025-11-12 | Baack Jerry J. | Director / Officer | S-Sale | D | Common Stock | 18,007 | 17.07 | 307.4K | 1,171,354 | D | ↗ |
| 2025-11-10 | Urness Todd B. | Director | G-Gift | D | Common Stock | 516,244 | 0.00 | — | 657,478 | D | ↗ |
| 2025-11-10 | Crocker Mary Jayne | Officer | S-Sale | D | Common Stock | 8,957 | 16.75 | 150.0K | 203,105 | D | ↗ |
| 2025-11-06 | Salazar Lisa M | Officer | S-Sale | D | Common Stock | 2,175 | 16.72 | 36.4K | 32,091 | D | ↗ |
| 2025-11-05 | Crocker Mary Jayne | Officer | S-Sale | D | Common Stock | 277 | 17.00 | 4.7K | 212,062 | D | ↗ |
| 2025-11-05 | Baack Jerry J. | Director / Officer | S-Sale | D | Common Stock | 15,561 | 16.58 | 258.0K | 1,189,361 | D | ↗ |
| 2025-10-28 | Baack Jerry J. | Director / Officer | S-Sale | D | Common Stock | 9,439 | 17.01 | 160.6K | 1,204,922 | D | ↗ |
| 2025-10-27 | Volk David J. | Director | P-Purchase | A | Common Stock | 13,470 | 17.46 | 235.2K | 30,582 | D | ↗ |
| 2025-10-24 | Volk David J. | Director | P-Purchase | A | Common Stock | 16,530 | 17.44 | 288.3K | 17,112 | D | ↗ |
| 2025-10-09 | Shellberg Jeffrey D. | Director | G-Gift | A | Common Stock | 54,882 | 0.00 | — | 372,272 | I | ↗ |
| 2025-09-30 | Volk David J. | Director | A-Award | A | Common Stock | 582 | 0.00 | — | 582 | D | ↗ |
| 2025-09-30 | Urness Todd B. | Director | A-Award | A | Common Stock | 1,164 | 0.00 | — | 1,173,722 | D | ↗ |
| 2025-09-30 | Trutna Thomas P. | Director | A-Award | A | Common Stock | 582 | 0.00 | — | 95,078 | D | ↗ |
| 2025-09-30 | Parish Douglas J. | Director | A-Award | A | Common Stock | 582 | 0.00 | — | 4,286 | D | ↗ |
| 2025-09-30 | Lawal Mohammed | Director | A-Award | A | Common Stock | 1,164 | 0.00 | — | 33,280 | D | ↗ |
| 2025-09-30 | Juran David B. | Director | A-Award | A | Common Stock | 1,164 | 0.00 | — | 1,346,708 | D | ↗ |
| 2025-09-30 | Johnson James S. | Director | A-Award | A | Common Stock | 1,164 | 0.00 | — | 98,947 | D | ↗ |
| 2025-09-30 | Brezonik Lisa | Director | A-Award | A | Common Stock | 1,164 | 0.00 | — | 33,960 | D | ↗ |
| 2025-09-15 | Stejskal Jessica Anne | Officer | — | — | Common Stock | 0 | 0.00 | — | 12,961 | D | ↗ |
| 2025-09-15 | Morrell Katie Lynn | Officer | — | — | Common Stock | 0 | 0.00 | — | 10,441 | D | ↗ |
| 2025-09-10 | Shellberg Jeffrey D. | Director / Officer | M-Exempt | A | Common Stock | 54,882 | 7.47 | 410.0K | 344,495 | D | ↗ |
| 2025-09-10 | Crocker Mary Jayne | Officer | M-Exempt | A | Common Stock | 20,000 | 7.47 | 149.4K | 212,339 | D | ↗ |
| 2025-09-04 | Crocker Mary Jayne | Officer | P-Purchase | A | Depositary Shares | 100 | 19.48 | 1.9K | 5,495 | I | ↗ |
| 2025-08-26 | Crocker Mary Jayne | Officer | S-Sale | D | Common Stock | 9,314 | 16.05 | 149.5K | 192,339 | D | ↗ |
| 2025-08-25 | Crocker Mary Jayne | Officer | S-Sale | D | Common Stock | 1,332 | 16.23 | 21.6K | 201,653 | D | ↗ |
| 2025-08-22 | Trutna Thomas P. | Director | S-Sale | D | Common Stock | 6,152 | 16.40 | 100.9K | 94,496 | D | ↗ |
| 2025-08-22 | Shellberg Jeffrey D. | Director / Officer | S-Sale | D | Common Stock | 6,040 | 16.09 | 97.2K | 317,390 | I | ↗ |
| 2025-08-15 | Shellberg Jeffrey D. | Director / Officer | S-Sale | D | Common Stock | 1,687 | 16.00 | 27.0K | 323,430 | I | ↗ |
| 2025-08-14 | Shellberg Jeffrey D. | Director / Officer | S-Sale | D | Common Stock | 32,273 | 16.03 | 517.3K | 325,117 | I | ↗ |
| 2025-08-13 | Crocker Mary Jayne | Officer | P-Purchase | A | Depositary Shares | 100 | 20.00 | 2.0K | 5,395 | I | ↗ |
| 2025-08-12 | Baack Jerry J. | Director / Officer | S-Sale | D | Common Stock | 10,000 | 16.01 | 160.1K | 1,214,361 | D | ↗ |
| 2025-08-06 | Parish Douglas J. | Director | S-Sale | D | Common Stock | 7,500 | 15.24 | 114.3K | 8,107 | I | ↗ |
| 2025-07-30 | Baack Jerry J. | Director / Officer | S-Sale | D | Common Stock | 20,000 | 16.02 | 320.4K | 1,224,361 | D | ↗ |
| 2025-07-17 | Salazar Lisa M | Officer | M-Exempt | A | Common Stock | 1,931 | 12.94 | 25.0K | 34,266 | D | ↗ |
| 2025-06-30 | Urness Todd B. | Director | A-Award | A | Common Stock | 1,235 | 0.00 | — | 1,172,558 | D | ↗ |
| 2025-06-30 | Trutna Thomas P. | Director | A-Award | A | Common Stock | 617 | 0.00 | — | 100,648 | D | ↗ |
| 2025-06-30 | Parish Douglas J. | Director | A-Award | A | Common Stock | 617 | 0.00 | — | 3,704 | D | ↗ |
| 2025-06-30 | Lawal Mohammed | Director | A-Award | A | Common Stock | 1,235 | 0.00 | — | 32,116 | D | ↗ |
| 2025-06-30 | Juran David B. | Director | A-Award | A | Common Stock | 1,235 | 0.00 | — | 1,345,544 | D | ↗ |
| 2025-06-30 | Johnson James S. | Director | A-Award | A | Common Stock | 1,235 | 0.00 | — | 97,783 | D | ↗ |
| 2025-06-30 | Brezonik Lisa | Director | A-Award | A | Common Stock | 1,235 | 0.00 | — | 32,796 | D | ↗ |
| 2025-06-17 | Crocker Mary Jayne | Officer | M-Exempt | A | Common Stock | 20,000 | 7.47 | 149.4K | 202,985 | D | ↗ |
| 2025-06-04 | Salazar Lisa M | Officer | S-Sale | D | Common Stock | 3,737 | 14.40 | 53.8K | 32,335 | D | ↗ |
| 2025-05-14 | Trutna Thomas P. | Director | S-Sale | D | Common Stock | 2,200 | 15.78 | 34.7K | 100,031 | D | ↗ |
| 2025-05-09 | Crocker Mary Jayne | Officer | S-Sale | D | Common Stock | 9,477 | 15.53 | 147.2K | 182,985 | D | ↗ |
| 2025-05-08 | Crocker Mary Jayne | Officer | S-Sale | D | Common Stock | 636 | 15.76 | 10.0K | 192,462 | D | ↗ |
| 2025-04-30 | Crocker Mary Jayne | Officer | P-Purchase | A | Depositary Shares | 190 | 18.75 | 3.6K | 5,295 | I | ↗ |
| 2025-04-15 | Chybowski Joseph M. | Officer | M-Exempt | D | Option to buy | 2,500 | 7.47 | 18.7K | 142,500 | D | ↗ |
| 2025-03-31 | Urness Todd B. | Director | A-Award | A | Common Stock | 1,420 | 0.00 | — | 1,171,323 | D | ↗ |
| 2025-03-31 | Trutna Thomas P. | Director | A-Award | A | Common Stock | 710 | 0.00 | — | 102,231 | D | ↗ |
| 2025-03-31 | Parish Douglas J. | Director | A-Award | A | Common Stock | 710 | 0.00 | — | 3,087 | D | ↗ |
| 2025-03-31 | Lawal Mohammed | Director | A-Award | A | Common Stock | 1,420 | 0.00 | — | 30,881 | D | ↗ |
| 2025-03-31 | Juran David B. | Director | A-Award | A | Common Stock | 1,420 | 0.00 | — | 1,344,309 | D | ↗ |
| 2025-03-31 | Johnson James S. | Director | A-Award | A | Common Stock | 1,420 | 0.00 | — | 96,548 | D | ↗ |
| 2025-03-31 | Brezonik Lisa | Director | A-Award | A | Common Stock | 1,420 | 0.00 | — | 31,561 | D | ↗ |
| 2025-02-05 | Shellberg Jeffrey D. | Director / Officer | G-Gift | A | Common Stock | 75,000 | 0.00 | — | 357,390 | I | ↗ |
| 2025-02-03 | Shellberg Jeffrey D. | Director / Officer | A-Award | A | Common Stock | 7,525 | 0.00 | — | 364,613 | D | ↗ |
| 2025-02-03 | Salazar Lisa M | Officer | A-Award | A | Common Stock | 5,572 | 0.00 | — | 36,072 | D | ↗ |
| 2025-02-03 | Place Nicholas L. | Officer | A-Award | A | Common Stock | 7,236 | 0.00 | — | 123,260 | D | ↗ |
| 2025-02-03 | Espeseth Laura | Officer | A-Award | A | Option to buy | 25,000 | 13.78 | 344.5K | 25,000 | D | ↗ |
| 2025-02-03 | Crocker Mary Jayne | Officer | A-Award | A | Common Stock | 8,900 | 0.00 | — | 193,098 | D | ↗ |
| 2025-02-03 | Chybowski Joseph M. | Officer | A-Award | A | Common Stock | 10,275 | 0.00 | — | 109,572 | D | ↗ |
| 2025-02-03 | Baack Jerry J. | Director / Officer | A-Award | A | Common Stock | 15,847 | 0.00 | — | 1,244,361 | D | ↗ |
| 2025-02-02 | Shellberg Jeffrey D. | Director / Officer | F-InKind | D | Common Stock | 1,338 | 14.12 | 18.9K | 357,088 | D | ↗ |
| 2025-02-02 | Salazar Lisa M | Officer | F-InKind | D | Common Stock | 1,230 | 14.12 | 17.4K | 30,500 | D | ↗ |
| 2025-02-02 | Place Nicholas L. | Officer | F-InKind | D | Common Stock | 1,542 | 14.12 | 21.8K | 116,024 | D | ↗ |
| 2025-02-02 | Crocker Mary Jayne | Officer | F-InKind | D | Common Stock | 1,565 | 14.12 | 22.1K | 184,198 | D | ↗ |
| 2025-02-02 | Chybowski Joseph M. | Officer | F-InKind | D | Common Stock | 1,619 | 14.12 | 22.9K | 99,297 | D | ↗ |
| 2025-01-15 | Chybowski Joseph M. | Officer | M-Exempt | D | Option to buy | 2,500 | 7.47 | 18.7K | 145,000 | D | ↗ |
| 2024-12-31 | Urness Todd B. | Director | A-Award | A | Common Stock | 1,482 | 0.00 | — | 1,169,903 | D | ↗ |
| 2024-12-31 | Trutna Thomas P. | Director | A-Award | A | Common Stock | 741 | 0.00 | — | 101,521 | D | ↗ |
| 2024-12-31 | Parish Douglas J. | Director | A-Award | A | Common Stock | 741 | 0.00 | — | 2,377 | D | ↗ |
| 2024-12-31 | Lawal Mohammed | Director | A-Award | A | Common Stock | 1,482 | 0.00 | — | 29,461 | D | ↗ |
| 2024-12-31 | Juran David B. | Director | A-Award | A | Common Stock | 1,482 | 0.00 | — | 1,342,889 | D | ↗ |
| 2024-12-31 | Johnson James S. | Director | A-Award | A | Common Stock | 1,482 | 0.00 | — | 95,128 | D | ↗ |
| 2024-12-31 | Brezonik Lisa | Director | A-Award | A | Common Stock | 1,482 | 0.00 | — | 30,141 | D | ↗ |
| 2024-12-13 | Shellberg Jeffrey D. | Director / Officer | G-Gift | A | Common Stock | 87,000 | 0.00 | — | 87,000 | I | ↗ |
| 2024-12-11 | Chybowski Joseph M. | Officer | S-Sale | D | Common Stock | 3,000 | 15.51 | 46.5K | 98,416 | D | ↗ |
| 2024-12-07 | Shellberg Jeffrey D. | Director / Officer | F-InKind | D | Common Stock | 974 | 15.13 | 14.7K | 358,426 | D | ↗ |
| 2024-12-07 | Salazar Lisa M | Officer | F-InKind | D | Common Stock | 654 | 15.13 | 9.9K | 31,730 | D | ↗ |
| 2024-12-07 | Place Nicholas L. | Officer | F-InKind | D | Common Stock | 835 | 15.13 | 12.6K | 117,566 | D | ↗ |
| 2024-12-07 | Espeseth Laura | Officer | F-InKind | D | Common Stock | 339 | 15.13 | 5.1K | 18,940 | D | ↗ |
| 2024-12-07 | Crocker Mary Jayne | Officer | F-InKind | D | Common Stock | 1,044 | 15.13 | 15.8K | 185,763 | D | ↗ |
| 2024-12-07 | Chybowski Joseph M. | Officer | F-InKind | D | Common Stock | 905 | 15.13 | 13.7K | 101,416 | D | ↗ |
| 2024-12-06 | Shellberg Jeffrey D. | Director / Officer | F-InKind | D | Common Stock | 725 | 15.13 | 11.0K | 359,400 | D | ↗ |
| 2024-12-06 | Salazar Lisa M | Officer | F-InKind | D | Common Stock | 451 | 15.13 | 6.8K | 32,384 | D | ↗ |
| 2024-12-06 | Place Nicholas L. | Officer | F-InKind | D | Common Stock | 621 | 15.13 | 9.4K | 118,401 | D | ↗ |
| 2024-12-06 | Espeseth Laura | Officer | F-InKind | D | Common Stock | 235 | 15.13 | 3.6K | 19,279 | D | ↗ |
| 2024-12-06 | Crocker Mary Jayne | Officer | F-InKind | D | Common Stock | 844 | 15.13 | 12.8K | 186,807 | D | ↗ |
| 2024-12-06 | Chybowski Joseph M. | Officer | F-InKind | D | Common Stock | 732 | 15.13 | 11.1K | 102,321 | D | ↗ |
| 2024-12-05 | Espeseth Laura | Officer | F-InKind | D | Common Stock | 224 | 15.25 | 3.4K | 19,514 | D | ↗ |
| 2024-12-05 | Crocker Mary Jayne | Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 187,651 | D | ↗ |
| 2024-12-04 | Espeseth Laura | Officer | F-InKind | D | Common Stock | 306 | 15.12 | 4.6K | 16,373 | D | ↗ |
| 2024-12-04 | Crocker Mary Jayne | Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 188,651 | D | ↗ |
| 2024-12-02 | Crocker Mary Jayne | Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 189,651 | D | ↗ |
| 2024-11-25 | Crocker Mary Jayne | Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 190,651 | D | ↗ |
| 2024-11-21 | Johnson James S. | Director | S-Sale | D | Common Stock | 4,705 | 15.00 | 70.6K | 93,646 | D | ↗ |
| 2024-11-18 | Johnson James S. | Director | S-Sale | D | Common Stock | 684 | 15.00 | 10.3K | 98,351 | D | ↗ |
| 2024-11-18 | Crocker Mary Jayne | Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 191,651 | D | ↗ |
| 2024-11-14 | Parish Douglas J. | Director | S-Sale | D | Common Stock | 5,750 | 15.05 | 86.5K | 1,636 | D | ↗ |
| 2024-11-07 | Trutna Thomas P. | Director | S-Sale | D | Common Stock | 2,000 | 15.13 | 30.3K | 100,780 | D | ↗ |
| 2024-10-31 | Juran David B. | Director | S-Sale | D | Common Stock | 2,060 | 14.66 | 30.2K | 0 | I | ↗ |
| 2024-10-30 | Juran David B. | Director | S-Sale | D | Common Stock | 3,409 | 14.84 | 50.6K | 2,060 | I | ↗ |
| 2024-10-29 | Shellberg Jeffrey D. | Director / Officer | S-Sale | D | Common Stock | 20,000 | 14.75 | 295.1K | 152,000 | I | ↗ |
| 2024-10-29 | Juran David B. | Director | S-Sale | D | Common Stock | 14,531 | 14.76 | 214.5K | 5,469 | I | ↗ |
| 2024-10-29 | Crocker Mary Jayne | Officer | P-Purchase | A | Depositary Shares | 330 | 20.90 | 6.9K | 5,105 | I | ↗ |
| 2024-09-30 | Urness Todd B. | Director | A-Award | A | Common Stock | 1,416 | 0.00 | — | 1,168,421 | D | ↗ |
| 2024-09-30 | Trutna Thomas P. | Director | A-Award | A | Common Stock | 708 | 0.00 | — | 102,780 | D | ↗ |
| 2024-09-30 | Parish Douglas J. | Director | A-Award | A | Common Stock | 708 | 0.00 | — | 7,386 | D | ↗ |
| 2024-09-30 | Lawal Mohammed | Director | A-Award | A | Common Stock | 1,416 | 0.00 | — | 27,979 | D | ↗ |
| 2024-09-30 | Juran David B. | Director | A-Award | A | Common Stock | 1,416 | 0.00 | — | 1,341,407 | D | ↗ |
| 2024-09-30 | Johnson James S. | Director | A-Award | A | Common Stock | 1,416 | 0.00 | — | 99,035 | D | ↗ |
| 2024-09-30 | Brezonik Lisa | Director | A-Award | A | Common Stock | 1,416 | 0.00 | — | 28,659 | D | ↗ |
| 2024-09-06 | Place Nicholas L. | Officer | M-Exempt | A | Common Stock | 10,000 | 3.58 | 35.8K | 121,655 | — | ↗ |
| 2024-09-04 | Trutna Thomas P. | Director | S-Sale | D | Common Stock | 5,000 | 14.11 | 70.6K | 102,072 | — | ↗ |
| 2024-09-04 | Baack Jerry J. | Director / Officer | S-Sale | D | Common Stock | 11,500 | 14.15 | 162.8K | 1,228,514 | — | ↗ |
| 2024-06-28 | Urness Todd B. | Director | A-Award | A | Common Stock | 1,814 | 0.00 | — | 1,167,005 | — | ↗ |
| 2024-06-28 | Trutna Thomas P. | Director | A-Award | A | Common Stock | 907 | 0.00 | — | 107,072 | — | ↗ |
| 2024-06-28 | Parish Douglas J. | Director | A-Award | A | Common Stock | 907 | 0.00 | — | 6,678 | — | ↗ |
| 2024-06-28 | Lawal Mohammed | Director | A-Award | A | Common Stock | 1,814 | 0.00 | — | 26,563 | — | ↗ |
| 2024-06-28 | Juran David B. | Director | A-Award | A | Common Stock | 1,814 | 0.00 | — | 1,339,991 | — | ↗ |
| 2024-06-28 | Johnson James S. | Director | A-Award | A | Common Stock | 1,814 | 0.00 | — | 97,619 | — | ↗ |
| 2024-06-28 | Brezonik Lisa | Director | A-Award | A | Common Stock | 1,814 | 0.00 | — | 27,243 | — | ↗ |
| 2024-05-29 | Salazar Lisa M | Officer | S-Sale | D | Common Stock | 2,176 | 11.24 | 24.5K | 32,835 | — | ↗ |
| 2024-05-02 | Shellberg Jeffrey D. | Director / Officer | G-Gift | D | Common Stock | 1,500 | 0.00 | — | 282,390 | — | ↗ |
| 2024-04-26 | Espeseth Laura | Officer | — | D | Common Stock | 0 | 0.00 | — | 16,679 | — | ↗ |
| 2024-03-29 | Urness Todd B. | Director | A-Award | A | Common Stock | 1,742 | 0.00 | — | 1,165,191 | — | ↗ |
| 2024-03-29 | Trutna Thomas P. | Director | A-Award | A | Common Stock | 871 | 0.00 | — | 106,165 | — | ↗ |
| 2024-03-29 | Parish Douglas J. | Director | A-Award | A | Common Stock | 871 | 0.00 | — | 5,771 | — | ↗ |
| 2024-03-29 | Lawal Mohammed | Director | A-Award | A | Common Stock | 1,742 | 0.00 | — | 24,749 | — | ↗ |
| 2024-03-29 | Juran David B. | Director | A-Award | A | Common Stock | 1,742 | 0.00 | — | 1,338,177 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Jerry Baack Chairman of the Board and Chief Executive Officer | 650.0K | — | 218.4K | — | 433.0K | 48.6K | 1.35M | 16.18% | ↗ |
| 2 | 2025 | Joseph Chybowski President and Chief Financial Officer | 450.0K | — | 141.6K | — | 284.0K | 46.7K | 922.3K | 15.35% | ↗ |
| 3 | 2025 | Nick Place Chief Banking Officer | 385.0K | — | 99.7K | — | 174.0K | 40.0K | 698.7K | 14.27% | ↗ |
| 4 | 2025 | Mary Jayne Crocker Former Executive Vice President Chief Strategy Officer | 343.3K | 125.0K | 122.6K | — | — | 43.8K | 634.8K | 19.32% | ↗ |
| 5 | 2025 | Lisa Salazar Chief Operating Officer | 355.0K | — | 76.8K | — | 134.0K | 37.9K | 603.7K | 12.72% | ↗ |
| 6 | 2024 | Jerry Baack Chairman of the Board and Chief Executive Officer | 650.0K | — | 203.9K | — | 219.0K | 48.0K | 1.12M | 18.19% | ↗ |
| 7 | 2024 | Joseph Chybowski President and Chief Financial Officer | 421.9K | — | 109.8K | — | 142.0K | 41.0K | 714.6K | 15.37% | ↗ |
| 8 | 2024 | Mary Jayne Crocker Former Executive Vice President Chief Strategy Officer | 390.0K | — | 114.2K | — | 123.0K | 40.5K | 667.8K | 17.10% | ↗ |
| 9 | 2024 | Mary Jayne Crocker Executive Vice President Chief Strategy Officer | 390.0K | — | 114.2K | — | 123.0K | 40.5K | 667.8K | 17.10% | ↗ |
| 10 | 2024 | Jeffrey Shellberg Executive Vice President Chief Credit Officer | 365.0K | — | 96.7K | — | 104.0K | 39.4K | 605.1K | 15.98% | ↗ |
| 11 | 2024 | Nick Place Chief Banking Officer | 350.0K | — | 92.7K | — | 100.0K | 39.4K | 582.1K | 15.93% | ↗ |
| 12 | 2023 | Jerry Baack Chairman of the Board and Chief Executive Officer | 650.0K | — | 351.7K | — | 219.0K | 45.7K | 1.27M | 27.77% | ↗ |
| 13 | 2023 | Jerry Baack Chairman of the Board, Chief Executive Officer and President | 650.0K | — | 351.7K | — | 219.0K | 45.7K | 1.27M | 27.77% | ↗ |
| 14 | 2023 | Mary Jayne Crocker Former Executive Vice President Chief Strategy Officer | 390.0K | — | 195.4K | — | 123.0K | 43.3K | 751.7K | 25.99% | ↗ |
| 15 | 2023 | Mary Jayne Crocker Executive Vice President Chief Operating Officer | 390.0K | — | 195.4K | — | 123.0K | 43.3K | 751.7K | 25.99% | ↗ |
| 16 | 2023 | Mary Jayne Crocker Executive Vice President Chief Strategy Officer | 390.0K | — | 195.4K | — | 123.0K | 43.3K | 751.7K | 25.99% | ↗ |
| 17 | 2023 | Joseph Chybowski Chief Financial Officer | 375.0K | 1.0K | 188.4K | — | 118.0K | 39.3K | 721.7K | 26.10% | ↗ |
| 18 | 2023 | Joseph Chybowski President and Chief Financial Officer | 375.0K | 1.0K | 188.4K | — | 118.0K | 39.3K | 721.7K | 26.10% | ↗ |
| 19 | 2023 | Jeffrey Shellberg Executive Vice President Chief Credit Officer | 365.0K | — | 168.3K | — | 104.0K | 38.6K | 675.9K | 24.90% | ↗ |
| 20 | 2023 | Nick Place Chief Lending Officer | 350.0K | — | 161.3K | — | 100.0K | 38.4K | 649.7K | 24.83% | ↗ |
| 21 | 2023 | Nick Place Chief Banking Officer | 350.0K | — | 161.3K | — | 100.0K | 38.4K | 649.7K | 24.83% | ↗ |
| 22 | 2022 | Jerry J. Baack Chairman of the Board, Chief Executive Officer and President | 650.0K | 526.5K | — | 528.3K | — | 75.0K | 1.78M | 29.68% | ↗ |
| 23 | 2022 | Jerry Baack Chairman of the Board, Chief Executive Officer and President | 650.0K | 526.5K | — | 528.3K | — | 43.9K | 1.78M | 29.68% | ↗ |
| 24 | 2022 | Jerry Baack Chairman of the Board and Chief Executive Officer | 650.0K | 526.5K | — | 528.3K | — | 43.9K | 1.78M | 29.68% | ↗ |
| 25 | 2022 | Joseph Chybowski Chief Financial Officer | 375.0K | 281.3K | — | 264.2K | — | 38.6K | 973.1K | 27.15% | ↗ |
| 26 | 2022 | Joseph M. Chybowski Chief Financial Officer | 375.0K | 281.3K | — | 264.2K | — | 52.6K | 973.1K | 27.15% | ↗ |
| 27 | 2022 | Joseph Chybowski President and Chief Financial Officer | 375.0K | 281.3K | — | 264.2K | — | 38.6K | 973.1K | 27.15% | ↗ |
| 28 | 2022 | Nick Place Chief Banking Officer | 350.0K | 243.0K | — | 264.2K | — | 37.6K | 907.7K | 29.10% | ↗ |
| 29 | 2022 | Nick L. Place Chief Lending Officer | 350.0K | 243.0K | — | 264.2K | — | 50.5K | 907.7K | 29.10% | ↗ |
| 30 | 2022 | Nick Place Chief Lending Officer | 350.0K | 243.0K | — | 264.2K | — | 37.6K | 907.7K | 29.10% | ↗ |
| 31 | 2022 | Mary Jayne Crocker Executive Vice President Chief Operating Officer | 390.0K | 292.5K | — | 105.7K | — | 38.0K | 842.3K | 12.54% | ↗ |
| 32 | 2022 | Mary Jayne Crocker Executive Vice President Chief Strategy Officer | 390.0K | 292.5K | — | 105.7K | — | 38.0K | 842.3K | 12.54% | ↗ |
| 33 | 2022 | Jeffrey Shellberg Executive Vice President Chief Credit Officer | 365.0K | 251.9K | — | 105.7K | — | 37.6K | 775.2K | 13.63% | ↗ |
| 34 | 2021 | Jerry J. Baack Chairman of the Board, Chief Executive Officer and President | 575.0K | 529.2K | 318.0K | — | — | 102.2K | 1.52M | 20.86% | ↗ |
| 35 | 2021 | Jerry Baack Chairman of the Board, Chief Executive Officer and President | 575.0K | 529.2K | 318.0K | — | — | 38.1K | 1.52M | 20.86% | ↗ |
| 36 | 2021 | Mary Jayne Crocker Executive Vice President and Chief Operating Officer | 375.0K | 281.3K | 192.0K | — | — | 66.9K | 915.2K | 20.98% | ↗ |
| 37 | 2021 | Mary Jayne Crocker Executive Vice President Chief Operating Officer | 375.0K | 281.3K | 192.0K | — | — | 33.6K | 915.2K | 20.98% | ↗ |
| 38 | 2021 | Jeffrey D. Shellberg Secretary, Executive Vice President and Chief Credit Officer | 350.0K | 241.5K | 164.9K | — | — | 65.8K | 822.2K | 20.06% | ↗ |
| 39 | 2021 | Jeffrey Shellberg Executive Vice President Chief Credit Officer | 350.0K | 241.5K | 164.9K | — | — | 33.6K | 822.2K | 20.06% | ↗ |
| 40 | 2020 | Jerry J. Baack Chairman of the Board, Chief Executive Officer and President | 575.0K | 432.0K | 320.7K | — | — | 130.3K | 1.46M | 22.00% | ↗ |
| 41 | 2020 | Mary Jayne Crocker Executive Vice President and Chief Operating Officer | 375.0K | 225.0K | 167.3K | — | — | 80.5K | 847.8K | 19.73% | ↗ |
| 42 | 2020 | Jeffrey D. Shellberg Secretary, Executive Vice President and Chief Credit Officer | 350.0K | 210.0K | 156.2K | — | — | 79.4K | 795.5K | 19.63% | ↗ |
| 43 | 2019 | Jerry J. Baack Chairman of the Board, Chief Executive Officer and President | 575.0K | 480.0K | 248.1K | 232.6K | — | 126.6K | 1.66M | 28.92% | ↗ |
| 44 | 2019 | Mary Jayne Crocker Executive Vice President and Chief Operating Officer | 375.0K | 250.0K | 129.2K | 96.6K | — | 76.0K | 926.8K | 24.37% | ↗ |
| 45 | 2019 | Jeffrey D. Shellberg Executive Vice President and Chief Credit Officer | 350.0K | 233.3K | 120.6K | 89.5K | — | 75.1K | 868.5K | 24.19% | ↗ |
| 46 | 2019 | Jeffrey D. Shellberg Secretary, Executive Vice President and Chief Credit Officer | 350.0K | 233.3K | 120.6K | 89.5K | — | 75.1K | 868.5K | 24.19% | ↗ |
| 47 | 2018 | Jerry Baack Chairman of the Board, Chief Executive Officer and President | 526.3K | 480.0K | — | — | — | 331.7K | 1.34M | 0.00% | ↗ |
| 48 | 2018 | Jerry J. Baack Chairman of the Board, Chief Executive Officer and President | 526.3K | 480.0K | — | — | — | 331.7K | 1.34M | 0.00% | ↗ |
| 49 | 2018 | Mary Jayne Crocker Executive Vice President and Chief Operating Officer | 350.0K | 250.0K | — | — | — | 180.9K | 780.9K | 0.00% | ↗ |
| 50 | 2018 | Jeffrey D. Shellberg Executive Vice President and Chief Credit Officer | 337.5K | 233.3K | — | — | — | 178.9K | 749.7K | 0.00% | ↗ |
| 51 | 2017 | Jerry Baack Chairman of the Board, Chief Executive Officer and President | 500.0K | 419.0K | — | 420.0K | — | 322.4K | 1.66M | 25.28% | ↗ |
| 52 | 2017 | Jeffrey D. Shellberg Executive Vice President and Chief Credit Officer | 325.0K | 218.0K | — | 420.0K | — | 179.9K | 1.14M | 36.75% | ↗ |
| 53 | 2017 | Mary Jayne Crocker Executive Vice President and Chief Operating Officer | 325.0K | 218.0K | — | 420.0K | — | 173.9K | 1.14M | 36.94% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Gerald John Baack | Chief Executive Officer, Founder & Non Independent Executive Chairman | 1M | male |
| Joseph Chybowski | President & Chief Financial Officer | 780.7K | male |
| Nicholas L. Place | Chief Banking Officer | 599.0K | male |
| Lisa Salazar | Chief Operating Officer | 526.9K | female |
| Laura Espeseth | Chief Administrative Officer | — | female |
| Ben Klocke | General Counsel | — | male |
| Tony Ferraro | Managing Director of Banking | — | male |
| Daniel D. Poppe | Senior Vice President of Commercial Banking | — | male |
| Jeffrey D. Shellberg | Co-Founder, EVP, Secretary & Non Independent Executive Director | — | male |
| Justin Horstman | Director of Investor Relations | — | male |
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Community Opinion for BWB
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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