Carter Bankshares, Inc. (CARE)
Martinsville, VA, US
Carter Bankshares, Inc. functions as the parent company for Carter Bank & Trust, delivering a comprehensive suite of banking solutions. It provides a variety of deposit accounts, including checking, savings, retirement, money market, and longer-term certificates of deposit. The institution also offers diverse loan products, such as secured and unsecured commercial loans, alongside consumer loans for purposes like auto financing, home improvements, education, overdraft protection, and personal investments. Additionally, it originates and holds residential mortgages (both fixed and variable rate), real estate construction and acquisition loans, home equity lines of credit, and credit cards. Beyond lending and deposits, Carter Bank & Trust furnishes other banking conveniences including safe deposit boxes, direct deposit services, extensive online and mobile banking capabilities (featuring bill pay, online account opening, and mobile deposit), debit cards, e-statements, and ATM access. The company further provides title insurance, various financial institution-related products, and treasury and corporate cash management services. Founded in 1974 and based in Martinsville, Virginia, Carter Bankshares, Inc. operates 69 branch locations spanning Virginia and North Carolina.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.22% | -0.84% | +6.64% | +31.00% | +48.61% | +38.86% | +65.96% | +90.51% | +75.79% | +121.34% | +106.04% |
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 | 3 | 0 |
| Hold | 1 | +1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
27.00
-16.8%
|
| Last Year | 2 |
24.50
-24.5%
|
| All Time | 2 |
24.50
-24.5%
|
-
Revenue growth+6.2% Q1'26: +110.2% (vs Q1'25)
-
EPS growth+32.1% Q1'26: +907.7% (vs Q1'25)
-
FCF margin— Q1'26: +232.3% (vs Q1'25)
-
EBIT margin— Q1'26: +84.5% (vs Q1'25)
-
ROIC— Q1'26: -89.0% (vs Q1'25)
-
Share dilution-3.4% Q1'26: -4.5% (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 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. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
168.38M
est: 126.98M (+32.6%)
|
163.77M
est: 125.65M (+30.3%)
|
156.38M
est: 134.07M (+16.6%)
|
179.15M
est: 159.24M (+12.5%)
|
211.82M
est: 125.73M (+68.5%)
|
239.67M
est: 136.37M (+75.8%)
|
254.63M
est: 153.75M (+65.6%)
|
247.37M
246.58M – 248.16M
+60.9% YoY
|
202.16M
201.52M – 202.81M
-18.3% YoY
|
180.00M
179.43M – 180.57M
-11.0% YoY
|
162.53M
162.01M – 163.05M
-9.7% YoY
|
| EBITDA |
33.12M
est: 81.80M (-59.5%)
|
-38.94M
est: -1.36B (+97.1%)
|
41.93M
est: 65.86M (-36.3%)
|
67.78M
est: 60.48M (+12.1%)
|
34.97M
est: 28.34M (+23.4%)
|
37.92M
est: 30.73M (+23.4%)
|
40.00M
est: 34.65M (+15.4%)
|
55.75M
55.57M – 55.93M
+60.9% YoY
|
45.56M
45.42M – 45.71M
-18.3% YoY
|
40.57M
40.44M – 40.70M
-11.0% YoY
|
36.63M
36.51M – 36.75M
-9.7% YoY
|
| EBIT |
27.78M
est: 14.27M (+94.7%)
|
-45.09M
est: 14.12M (-419.3%)
|
35.70M
est: 15.07M (+137.0%)
|
61.72M
est: 17.89M (+244.9%)
|
28.72M
est: 25.00M (+14.9%)
|
30.87M
est: 27.12M (+13.8%)
|
40.00M
est: 30.57M (+30.8%)
|
49.19M
49.03M – 49.35M
+60.9% YoY
|
40.20M
40.07M – 40.33M
-18.3% YoY
|
35.79M
35.68M – 35.91M
-11.0% YoY
|
32.32M
32.22M – 32.42M
-9.7% YoY
|
| Net Income |
26.58M
est: 26.37M (+0.8%)
|
-45.86M
est: -1.72B (+97.3%)
|
31.59M
est: 32.02M (-1.3%)
|
50.12M
est: 33.67M (+48.9%)
|
23.38M
est: 12.02M (+94.5%)
|
24.52M
est: 21.14M (+16.0%)
|
31.36M
est: 30.43M (+3.1%)
|
123.40M
122.95M – 123.85M
+305.5% YoY
|
57.54M
55.83M – 59.25M
-53.4% YoY
|
72.31M
72.01M – 72.61M
+25.7% YoY
|
69.39M
69.10M – 69.68M
-4.0% YoY
|
| SGA |
60.06M
est: 62.01M (-3.1%)
|
56.34M
est: 40.08M (+40.6%)
|
57.27M
est: 69.82M (-18.0%)
|
55.85M
est: 60.90M (-8.3%)
|
62.45M
est: 38.90M (+60.6%)
|
66.65M
est: 42.19M (+58.0%)
|
75.36M
est: 47.56M (+58.4%)
|
76.53M
76.28M – 76.77M
+60.9% YoY
|
62.54M
62.34M – 62.74M
-18.3% YoY
|
55.69M
55.51M – 55.86M
-11.0% YoY
|
50.28M
50.12M – 50.44M
-9.7% YoY
|
| EPS |
1.01
est: 1.09 (-7.1%)
|
-1.74
est: 0.43 (-507.8%)
|
1.20
est: 1.20 (+0.2%)
|
2.03
est: 1.95 (+4.2%)
|
1.00
est: 0.54 (+86.8%)
|
1.06
est: 0.95 (+12.0%)
|
1.40
est: 1.36 (+3.3%)
|
5.50
5.47 – 5.52
+305.5% YoY
|
2.57
2.49 – 2.64
-53.3% YoY
|
3.22
3.21 – 3.23
+25.4% YoY
|
3.09
3.08 – 3.10
-4.0% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-15 | Freedom Broker | Buy | Hold | Downgrade |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 3/5 | 5/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-27 | A- | 4/5 | 3/5 | 5/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-26 | A- | 4/5 | 3/5 | 5/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-22 | A- | 4/5 | 3/5 | 5/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-21 | A- | 4/5 | 3/5 | 5/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-20 | A- | 4/5 | 3/5 | 5/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-19 | A- | 4/5 | 3/5 | 5/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-18 | A- | 4/5 | 3/5 | 5/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-15 | A- | 4/5 | 3/5 | 5/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-14 | A- | 4/5 | 3/5 | 5/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-13 | A- | 4/5 | 3/5 | 5/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-12 | A- | 4/5 | 3/5 | 5/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-11 | A- | 4/5 | 3/5 | 5/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-07 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-06 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-05 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-04 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-24 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 1.80M | 6.80% | 1.75M | — | 1.80M | — | HC | Delaware | 2022-02-03 | ↗ |
| 2 | 13-4064930 | 1.48M | 5.60% | 1.24M | — | 1.48M | — | IA | Delaware | 2022-02-14 | ↗ |
| 3 | The Vanguard Group - 23-1945930 | 1.26M | 5.22% | — | — | 1.24M | 20.7K | IA | Pennsylvania | 2023-02-09 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 52.5K +52.5K (+100.0%) | 1.03B +1.0B (+100.0%) | 0.24% +0.240 pp | 0.80% +0.802 pp | USD19.66 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 1.68M -5.1K (-0.3%) | 33.01M +320.4K (+1.0%) | 7.68% +0.297 pp | 0.00% +0.000 pp | USD17.38 +13.1% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 1.29M +4.6K (+0.4%) | 25.34M +411.2K (+1.6%) | 5.90% +0.265 pp | 0.00% +0.000 pp | USD11.58 +69.8% | 21 qtrs — |
| 4 | FOURTHSTONE LLC | 1.24M +197.9K (+19.1%) | 24.31M +4.1M (+20.6%) | 5.66% +1.103 pp | 4.55% +0.934 pp | USD18.29 +7.5% | 10 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1.12M -6.3K (-0.6%) | 22.09M +158.1K (+0.7%) | 5.14% +0.186 pp | 0.00% 0.000 pp | USD14.94 +31.6% | 19 qtrs — |
| 6 | STATE STREET CORP | 517.3K -9.6K (-1.8%) | 10.17M -56.1K (-0.5%) | 2.37% +0.057 pp | 0.00% +0.000 pp | USD12.16 +61.7% | 21 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 508.3K -21.1K (-4.0%) | 10.00M -283.1K (-2.8%) | 2.33% +0.004 pp | 0.00% +0.000 pp | USD12.07 +62.9% | 21 qtrs — |
| 8 | AMERICAN CENTURY COMPANIES INC | 473.8K +60.6K (+14.7%) | 9.31M +1.3M (+16.1%) | 2.17% +0.356 pp | 0.00% +0.001 pp | USD15.93 +23.4% | 15 qtrs — |
| 9 | KENNEDY CAPITAL MANAGEMENT LLC | 441.3K +205.0 (+0.0%) | 8.68M +114.3K (+1.3%) | 2.02% +0.085 pp | 0.18% -0.006 pp | USD17.36 +13.2% | 7 qtrs — |
| 10 | MALTESE CAPITAL MANAGEMENT LLC | 395.8K +26.8K (+7.3%) | 7.78M +619.1K (+8.6%) | 1.81% +0.193 pp | 1.38% +0.296 pp | USD17.39 +13.1% | 7 qtrs — |
| 11 | PETIOLE USA LTD | 386.9K +— (+0.0%) | 7.61M +96.7K (+1.3%) | 1.77% +0.074 pp | 4.70% -0.490 pp | USD15.50 +26.8% | 17 qtrs — |
| 12 | GOLDMAN SACHS GROUP INC | 300.6K +29.9K (+11.1%) | 5.91M +656.0K (+12.5%) | 1.38% +0.188 pp | 0.00% +0.000 pp | USD17.16 +14.6% | 21 qtrs — |
| 13 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 191.2K +— (+0.0%) | 3.76M +47.8K (+1.3%) | 0.87% +0.036 pp | 0.01% 0.000 pp | USD17.41 +12.9% | 6 qtrs — |
| 14 | HUBER CAPITAL MANAGEMENT LLC | 191.1K +500.0 (+0.3%) | 3.76M +57.5K (+1.6%) | 0.87% +0.039 pp | 0.55% -0.033 pp | USD12.56 +56.5% | 21 qtrs — |
| 15 | NORTHERN TRUST CORP | 171.3K -11.1K (-6.1%) | 3.37M -171.8K (-4.9%) | 0.78% -0.016 pp | 0.00% +0.000 pp | USD11.22 +75.2% | 21 qtrs — |
| 16 | EJF CAPITAL LLC | 161.1K +624.0 (+0.4%) | 3.17M +52.4K (+1.7%) | 0.74% +0.033 pp | 1.80% -0.011 pp | USD16.05 +22.5% | 7 qtrs — |
| 17 | DIVERSIFIED TRUST CO | 131.4K -2.7K (-2.0%) | 2.58M -19.8K (-0.8%) | 0.60% +0.013 pp | 0.05% -0.004 pp | USD17.34 +13.4% | 3 qtrs — |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 126.7K +17.7K (+16.2%) | 2.49M +374.3K (+17.7%) | 0.58% +0.102 pp | 0.05% +0.007 pp | USD16.20 +21.4% | 16 qtrs — |
| 19 | MORGAN STANLEY | 126.2K -48.1K (-27.6%) | 2.48M -901.2K (-26.6%) | 0.58% -0.187 pp | 0.00% 0.000 pp | USD16.05 +22.5% | 21 qtrs — |
| 20 | MENDON CAPITAL ADVISORS CORP | 117.4K +— (+0.0%) | 2.31M +29.3K (+1.3%) | 0.54% +0.022 pp | 0.68% -0.190 pp | USD17.41 +12.9% | 7 qtrs — |
| 21 | RUSSELL INVESTMENTS GROUP, LTD. | 104.2K -19.4K (-15.7%) | 2.05M -351.2K (-14.6%) | 0.48% -0.065 pp | 0.00% -0.001 pp | USD15.03 +30.8% | 20 qtrs — |
| 22 | RMB CAPITAL MANAGEMENT, LLC | 93.3K -11.0 (0.0%) | 1.83M +23.1K (+1.3%) | 0.43% +0.018 pp | 0.03% -0.001 pp | USD17.32 +13.5% | 5 qtrs — |
| 23 | SQUAREPOINT OPS LLC | 90.0K +90.0K (+100.0%) | 1.77M +1.8M (+100.0%) | 0.41% +0.412 pp | 0.00% +0.002 pp | USD19.66 +0.0% | 1 qtrs NEW |
| 24 | BANK OF NEW YORK MELLON CORP | 88.9K +16.5K (+22.8%) | 1.75M +342.8K (+24.4%) | 0.41% +0.089 pp | 0.00% +0.000 pp | USD14.06 +39.8% | 21 qtrs — |
| 25 | EMPOWERED FUNDS, LLC | 82.3K +17.7K (+27.3%) | 1.62M +363.2K (+28.9%) | 0.38% +0.093 pp | 0.01% +0.000 pp | USD16.17 +21.6% | 11 qtrs — |
| 26 | FIRST TRUST ADVISORS LP | 78.5K -3.9K (-4.7%) | 1.54M -55.9K (-3.5%) | 0.36% -0.002 pp | 0.00% 0.000 pp | USD19.05 +3.2% | 21 qtrs — |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 65.3K -2.4K (-3.5%) | 1.28M -29.4K (-2.2%) | 0.30% +0.002 pp | 0.00% +0.000 pp | USD11.70 +68.0% | 21 qtrs — |
| 28 | ACADIAN ASSET MANAGEMENT LLC | 65.0K -40.3K (-38.3%) | 1.28M -767.0K (-37.6%) | 0.30% -0.165 pp | 0.00% -0.002 pp | USD17.76 +10.7% | 6 qtrs — |
| 29 | OPPENHEIMER & CLOSE, LLC | 62.5K +— (+0.0%) | 1.23M +15.6K (+1.3%) | 0.29% +0.012 pp | 0.84% +0.018 pp | USD17.34 +13.4% | 3 qtrs — |
| 30 | MARTINGALE ASSET MANAGEMENT L P | 60.5K +60.5K (+100.0%) | 1.19M +1.2M (+100.0%) | 0.28% +0.277 pp | 0.03% +0.030 pp | USD19.66 +0.0% | 1 qtrs NEW |
| 31 | FIRST MANHATTAN CO. LLC. | 60.0K +— (+0.0%) | 1.18M +15.0K (+1.3%) | 0.27% +0.011 pp | 0.00% +0.000 pp | USD10.96 +79.4% | 21 qtrs — |
| 32 | TREXQUANT INVESTMENT LP | 59.9K +12.0K (+24.9%) | 1.18M +247.0K (+26.5%) | 0.27% +0.064 pp | 0.01% +0.001 pp | USD16.02 +22.7% | 15 qtrs — |
| 33 | STIFEL FINANCIAL CORP | 55.7K -50.0 (-0.1%) | 1.10M +13.0K (+1.2%) | 0.25% +0.010 pp | 0.00% +0.000 pp | USD15.16 +29.7% | 21 qtrs — |
| 34 | AMERIPRISE FINANCIAL INC | 47.9K -1.0 (0.0%) | 941.6K +12.0K (+1.3%) | 0.22% +0.009 pp | 0.00% +0.000 pp | USD16.12 +22.0% | 18 qtrs — |
| 35 | NUVEEN, LLC | 47.6K +— (+0.0%) | 935.0K +11.9K (+1.3%) | 0.22% +0.009 pp | 0.00% +0.000 pp | USD16.18 +21.5% | 4 qtrs — |
| 36 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 46.8K +— (+0.0%) | 920.0K +11.7K (+1.3%) | 0.21% +0.009 pp | 0.00% +0.000 pp | USD15.37 +27.9% | 14 qtrs — |
| 37 | AQR CAPITAL MANAGEMENT LLC | 46.2K -1.3K (-2.7%) | 907.5K -13.8K (-1.5%) | 0.21% +0.003 pp | 0.00% 0.000 pp | USD17.49 +12.4% | 5 qtrs — |
| 38 | CITADEL ADVISORS LLC | 43.3K -3.1K (-6.6%) | 852.1K -48.5K (-5.4%) | 0.20% -0.005 pp | 0.00% +0.000 pp | USD15.20 +29.3% | 14 qtrs — |
| 39 | D. E. SHAW & CO., INC. | 42.6K -33.0K (-43.6%) | 837.8K -628.9K (-42.9%) | 0.20% -0.136 pp | 0.00% 0.000 pp | USD14.99 +31.2% | 8 qtrs — |
| 40 | CREATIVE PLANNING | 40.2K +3.1K (+8.4%) | 790.8K +70.6K (+9.8%) | 0.18% +0.021 pp | 0.00% +0.000 pp | USD18.45 +6.6% | 3 qtrs — |
| 41 | WELLS FARGO & COMPANY/MN | 39.4K +6.6K (+20.1%) | 774.1K +137.7K (+21.6%) | 0.18% +0.036 pp | 0.00% +0.000 pp | USD15.21 +29.3% | 21 qtrs — |
| 42 | JPMORGAN CHASE & CO | 38.7K -20.4K (-34.6%) | 760.3K -387.2K (-33.7%) | 0.18% -0.082 pp | 0.00% +0.000 pp | USD17.09 +15.0% | 21 qtrs — |
| 43 | SEI INVESTMENTS CO | 38.5K +38.5K (+100.0%) | 757.7K +757.7K (+100.0%) | 0.18% +0.176 pp | 0.00% +0.001 pp | USD19.66 +0.0% | 1 qtrs NEW |
| 44 | RENAISSANCE TECHNOLOGIES LLC | 36.7K +3.7K (+11.2%) | 721.5K +81.0K (+12.6%) | 0.17% +0.023 pp | 0.00% +0.000 pp | USD16.29 +20.7% | 21 qtrs — |
| 45 | UBS GROUP AG | 35.1K +12.3K (+53.9%) | 690.0K +247.3K (+55.9%) | 0.16% +0.061 pp | 0.00% +0.000 pp | USD18.23 +7.8% | 21 qtrs — |
| 46 | BARCLAYS PLC | 34.9K +5.1K (+17.1%) | 686.2K +167.7K (+32.4%) | 0.16% +0.029 pp | 0.00% +0.000 pp | USD17.42 +12.9% | 16 qtrs — |
| 47 | PANAGORA ASSET MANAGEMENT INC | 33.5K -30.8K (-47.9%) | 659.0K -589.8K (-47.2%) | 0.15% -0.129 pp | 0.00% -0.003 pp | USD15.55 +26.4% | 14 qtrs — |
| 48 | KINGSVIEW WEALTH MANAGEMENT, LLC | 33.1K -1.0K (-2.9%) | 650.7K -11.1K (-1.7%) | 0.15% +0.002 pp | 0.01% -0.001 pp | USD17.59 +11.8% | 5 qtrs — |
| 49 | BANK OF AMERICA CORP /DE/ | 31.5K -276.0 (-0.9%) | 618.7K +2.5K (+0.4%) | 0.14% +0.005 pp | 0.00% +0.000 pp | USD16.13 +21.9% | 21 qtrs — |
| 50 | GSA CAPITAL PARTNERS LLP | 31.4K +31.4K (+100.0%) | 617.0K +617.0K (+100.0%) | 0.14% +0.144 pp | 0.05% +0.053 pp | USD19.66 +0.0% | 1 qtrs NEW |
| 51 | RHUMBLINE ADVISERS | 29.8K -5.3K (-15.0%) | 586.6K -94.4K (-13.9%) | 0.14% -0.017 pp | 0.00% 0.000 pp | USD14.23 +38.2% | 21 qtrs — |
| 52 | INVESCO LTD. | 28.7K -3.0K (-9.4%) | 564.1K -50.8K (-8.3%) | 0.13% -0.008 pp | 0.00% +0.000 pp | USD14.14 +39.0% | 18 qtrs — |
| 53 | SALZHAUER MICHAEL | 27.7K +— (+0.0%) | 545.4K +6.9K (+1.3%) | 0.13% +0.005 pp | 0.22% -0.035 pp | USD18.61 +5.6% | 3 qtrs — |
| 54 | PRUDENTIAL FINANCIAL INC | 25.3K -6.9K (-21.5%) | 497.9K -128.5K (-20.5%) | 0.12% -0.026 pp | 0.00% 0.000 pp | USD17.05 +15.3% | 5 qtrs — |
| 55 | TWO SIGMA INVESTMENTS, LP | 24.3K -39.3K (-61.8%) | 477.9K -757.3K (-61.3%) | 0.11% -0.168 pp | 0.00% -0.001 pp | USD15.94 +23.3% | 20 qtrs — |
| 56 | ALLIANCEBERNSTEIN L.P. | 23.5K +— (+0.0%) | 461.8K +5.9K (+1.3%) | 0.11% +0.005 pp | 0.00% +0.000 pp | USD12.68 +55.0% | 21 qtrs — |
| 57 | QUANTINNO CAPITAL MANAGEMENT LP | 22.1K +5.0K (+29.5%) | 433.5K +103.1K (+31.2%) | 0.10% +0.026 pp | 0.00% +0.000 pp | USD19.47 +1.0% | 2 qtrs — |
| 58 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20.5K -600.0 (-2.8%) | 403.0K -6.5K (-1.6%) | 0.09% +0.001 pp | 0.00% +0.000 pp | USD19.41 +1.3% | 2 qtrs — |
| 59 | CAPTRUST FINANCIAL ADVISORS | 20.3K +38.0 (+0.2%) | 399.5K +5.8K (+1.5%) | 0.09% +0.004 pp | 0.00% +0.000 pp | USD16.23 +21.1% | 4 qtrs — |
| 60 | LPL FINANCIAL LLC | 19.9K -1.4K (-6.6%) | 392.2K -22.4K (-5.4%) | 0.09% -0.002 pp | 0.00% +0.000 pp | USD13.66 +43.9% | 21 qtrs — |
| 61 | FRANKLIN RESOURCES INC | 18.2K -3.0 (0.0%) | 357.8K +4.5K (+1.3%) | 0.08% +0.003 pp | 0.00% +0.000 pp | USD16.18 +21.5% | 4 qtrs — |
| 62 | JANE STREET GROUP, LLC | 18.0K +— (+0.0%) | 353.9K +4.5K (+1.3%) | 0.08% +0.003 pp | 0.00% +0.000 pp | USD19.41 +1.3% | 2 qtrs — |
| 63 | DEUTSCHE BANK AG\ | 15.9K +— (+0.0%) | 312.5K +4.0K (+1.3%) | 0.07% +0.003 pp | 0.00% +0.000 pp | USD14.73 +33.5% | 21 qtrs — |
| 64 | POLYMER CAPITAL MANAGEMENT (US) LLC | 15.5K +2.7K (+21.5%) | 303.9K +56.9K (+23.0%) | 0.07% +0.015 pp | 0.03% +0.006 pp | USD19.45 +1.1% | 2 qtrs — |
| 65 | PRICE T ROWE ASSOCIATES INC /MD/ | 13.8K +1.7K (+14.0%) | 272.0K +37.0K (+15.7%) | 0.06% +0.010 pp | 0.00% +0.000 pp | USD17.86 +10.1% | 3 qtrs — |
| 66 | TRUIST FINANCIAL CORP | 13.8K -3.7K (-21.3%) | 270.8K -68.8K (-20.2%) | 0.06% -0.014 pp | 0.00% 0.000 pp | USD12.49 +57.4% | 21 qtrs — |
| 67 | CAMPBELL & CO INVESTMENT ADVISER LLC | 13.1K -1.9K (-12.9%) | 256.8K -34.4K (-11.8%) | 0.06% -0.006 pp | 0.01% -0.010 pp | USD17.34 +13.4% | 3 qtrs — |
| 68 | PARTNERS IN FINANCIAL PLANNING | 12.9K -1.7K (-11.6%) | 252.9K -29.5K (-10.4%) | 0.06% -0.005 pp | 0.04% -0.006 pp | USD13.50 +45.6% | 19 qtrs — |
| 69 | METLIFE INVESTMENT MANAGEMENT, LLC | 11.4K -2.3K (-17.0%) | 223.6K -42.2K (-15.9%) | 0.05% -0.008 pp | 0.00% 0.000 pp | USD15.69 +25.3% | 18 qtrs — |
| 70 | MILLENNIUM MANAGEMENT LLC | 11.1K -5.5K (-32.9%) | 219.0K -103.2K (-32.0%) | 0.05% -0.022 pp | 0.00% +0.000 pp | USD17.33 +13.4% | 7 qtrs — |
| 71 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 10.5K -39.0 (-0.4%) | 205.6K +1.9K (+0.9%) | 0.05% +0.002 pp | 0.00% +0.000 pp | USD15.28 +28.7% | 7 qtrs — |
| 72 | LOS ANGELES CAPITAL MANAGEMENT LLC | 11.7K -4.2K (-26.5%) | 201.4K -107.3K (-34.8%) | 0.05% -0.016 pp | 0.00% 0.000 pp | USD11.92 +64.9% | 21 qtrs — |
| 73 | SG AMERICAS SECURITIES, LLC | 9.1K +9.1K (+100.0%) | 180.0K +180.0K (+100.0%) | 0.04% +0.042 pp | 0.00% +0.000 pp | USD19.66 +0.0% | 1 qtrs NEW |
| 74 | FMR LLC | 6.0K +464.0 (+8.3%) | 118.7K +10.5K (+9.7%) | 0.03% +0.003 pp | 0.00% +0.000 pp | USD16.71 +17.7% | 17 qtrs — |
| 75 | STRS OHIO | 5.5K -8.9K (-61.8%) | 108.1K -171.4K (-61.3%) | 0.03% -0.038 pp | 0.00% -0.001 pp | USD11.81 +66.5% | 21 qtrs — |
| 76 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 5.4K -2.0K (-27.3%) | 105.5K -37.7K (-26.3%) | 0.02% -0.008 pp | 0.00% 0.000 pp | USD18.06 +8.9% | 5 qtrs — |
| 77 | BNP PARIBAS ARBITRAGE, SNC | 5.3K -2.1K (-28.1%) | 103.6K -38.7K (-27.2%) | 0.02% -0.008 pp | 0.00% +0.000 pp | USD18.45 +6.6% | 5 qtrs — |
| 78 | NEW YORK STATE COMMON RETIREMENT FUND | 4.5K +— (+0.0%) | 89.1K +1.1K (+1.3%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD13.44 +46.3% | 21 qtrs — |
| 79 | SALOMON & LUDWIN, LLC | 4.4K +— (+0.0%) | 86.0K +2.8K (+3.4%) | 0.02% +0.001 pp | 0.01% +0.000 pp | USD12.53 +56.9% | 10 qtrs — |
| 80 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 3.2K +2.3K (+243.2%) | 63.0K +45.0K (+250.0%) | 0.01% +0.011 pp | 0.00% +0.001 pp | USD19.59 +0.4% | 2 qtrs — |
| 81 | GENEOS WEALTH MANAGEMENT INC. | 2.6K +— (+0.0%) | 51.6K +657.0 (+1.3%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD14.96 +31.4% | 21 qtrs — |
| 82 | CITIGROUP INC | 2.5K +238.0 (+10.5%) | 49.1K +5.2K (+11.9%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD16.76 +17.3% | 21 qtrs — |
| 83 | CWM, LLC | 2.5K -182.0 (-6.9%) | 48.0K -3.0K (-5.9%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD17.06 +15.2% | 9 qtrs — |
| 84 | LEGAL & GENERAL GROUP PLC | 2.1K +— (+0.0%) | 41.9K +533.0 (+1.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD11.70 +68.0% | 21 qtrs — |
| 85 | AMERITAS INVESTMENT PARTNERS, INC. | 2.0K +— (+0.0%) | 39.3K +500.0 (+1.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD10.72 +83.4% | 21 qtrs — |
| 86 | FEDERATED HERMES, INC. | 1.6K +806.0 (+98.3%) | 32.0K +16.1K (+100.8%) | 0.01% +0.004 pp | 0.00% +0.000 pp | USD18.66 +5.4% | 4 qtrs — |
| 87 | PINNACLE WEALTH PLANNING SERVICES, INC. | 1.5K +1.5K (+100.0%) | 30.4K +30.4K (+100.0%) | 0.01% +0.007 pp | 0.00% +0.003 pp | USD19.66 +0.0% | 1 qtrs NEW |
| 88 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1.4K -53.0 (-3.7%) | 27.2K -683.0 (-2.5%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD10.79 +82.2% | 21 qtrs — |
| 89 | LARSON FINANCIAL GROUP LLC | 1.2K +— (+0.0%) | 24.4K +310.0 (+1.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD15.41 +27.6% | 17 qtrs — |
| 90 | STERLING CAPITAL MANAGEMENT LLC | 1.1K -222.0 (-16.9%) | 21.5K -4.0K (-15.8%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD18.66 +5.4% | 6 qtrs — |
| 91 | ADVISOR GROUP HOLDINGS, INC. | 917.00 -300.0 (-24.7%) | 18.0K -5.7K (-23.9%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD16.63 +18.2% | 18 qtrs — |
| 92 | FARTHER FINANCE ADVISORS, LLC | 833.00 +134.0 (+19.2%) | 16.4K +2.8K (+20.7%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD19.44 +1.1% | 9 qtrs — |
| 93 | ROYAL BANK OF CANADA | 805.00 -210.0 (-20.7%) | 16.0K -4.0K (-20.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD15.36 +28.0% | 21 qtrs — |
| 94 | VERSANT CAPITAL MANAGEMENT, INC | 742.00 +— (+0.0%) | 14.6K +186.0 (+1.3%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD17.59 +11.8% | 5 qtrs — |
| 95 | AMALGAMATED BANK | 705.00 -187.0 (-21.0%) | 14.0K -3.0K (-17.6%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD17.34 +13.4% | 16 qtrs — |
| 96 | CIBC PRIVATE WEALTH GROUP, LLC | 712.00 -778.0 (-52.2%) | 14.0K -14.9K (-51.6%) | 0.00% -0.003 pp | 0.00% +0.000 pp | USD17.39 +13.1% | 6 qtrs — |
| 97 | TOWER RESEARCH CAPITAL LLC (TRC) | 606.00 -247.0 (-29.0%) | 11.9K -4.6K (-28.0%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD16.35 +20.2% | 21 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.92% | 2.40M | 0.65% |
| 2 | Janus Henderson Small Cap Growth Alpha ETF JSML | 0.85% | 3.16M | 0.30% |
| 3 | Invesco Dorsey Wright SmallCap Momentum ETF DWAS | 0.39% | 1.84M | 0.60% |
| 4 | First Trust Active Factor Small Cap ETF AFSM | 0.34% | 378.7K | 0.75% |
| 5 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.29% | 264.6K | 0.63% |
| 6 | State Street SPDR S&P Regional Banking ETF KRE | 0.26% | 12.83M | 0.35% |
| 7 | iShares Micro-Cap ETF IWC | 0.16% | 2.42M | 0.60% |
| 8 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.15% | 138.6K | 0.89% |
| 9 | Lazard US Systematic Small Cap Equity ETF SYZ | 0.15% | 80.8K | 0.74% |
| 10 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.13% | 2.28M | 0.47% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-21 | Davis Jane Ann | Officer | F-InKind | D | Common Stock | 261 | 26.95 | 7.0K | 13,723 | D | ↗ |
| 2026-05-12 | Langs Bradford N. | Officer | S-Sale | D | Common Stock | 5,500 | 26.47 | 145.6K | 27,093 | D | ↗ |
| 2026-05-08 | Walsh Elizabeth L. | Director | G-Gift | D | Common Stock | 725 | 0.00 | — | 58,028 | D | ↗ |
| 2026-05-06 | Walsh Elizabeth L. | Director | P-Purchase | A | Common Stock | 4,575 | 26.20 | 119.9K | 58,753 | D | ↗ |
| 2026-05-05 | Haskins James W. | Director | S-Sale | D | Common Stock | 1,000 | 26.04 | 26.0K | 62,702 | D | ↗ |
| 2026-04-27 | Davis Jane Ann | Officer | A-Award | A | Common Stock | 1,850 | 0.00 | — | 13,984 | D | ↗ |
| 2026-04-27 | Adams Arthur Loran | Director / Officer | A-Award | A | Common Stock | 1,650 | 0.00 | — | 13,062 | D | ↗ |
| 2026-04-20 | Davis Jane Ann | Officer | F-InKind | D | Common Stock | 296 | 24.24 | 7.2K | 12,134 | D | ↗ |
| 2026-03-04 | Van Dyke Litz H | Director / Officer | F-InKind | D | Common Stock | 819 | 20.98 | 17.2K | 67,467 | D | ↗ |
| 2026-03-04 | Speare Matthew M. | Officer | F-InKind | D | Common Stock | 411 | 20.98 | 8.6K | 26,793 | D | ↗ |
| 2026-03-04 | Langs Bradford N. | Officer | F-InKind | D | Common Stock | 638 | 20.98 | 13.4K | 32,593 | D | ↗ |
| 2026-03-04 | Davis Jane Ann | Officer | F-InKind | D | Common Stock | 309 | 20.98 | 6.5K | 12,430 | D | ↗ |
| 2026-03-04 | Bell Wendy S. | Officer | F-InKind | D | Common Stock | 435 | 20.98 | 9.1K | 40,223 | D | ↗ |
| 2026-02-25 | Van Dyke Litz H | Director / Officer | A-Award | A | Common Stock | 4,870 | 0.00 | — | 61,088 | D | ↗ |
| 2026-02-25 | Speare Matthew M. | Officer | A-Award | A | Common Stock | 2,220 | 0.00 | — | 24,129 | D | ↗ |
| 2026-02-25 | Langs Bradford N. | Officer | A-Award | A | Common Stock | 4,428 | 0.00 | — | 33,231 | D | ↗ |
| 2026-02-25 | Kallsen Tony E | Officer | A-Award | A | Common Stock | 2,023 | 0.00 | — | 18,284 | D | ↗ |
| 2026-02-25 | Davis Jane Ann | Officer | A-Award | A | Common Stock | 1,230 | 0.00 | — | 12,739 | D | ↗ |
| 2026-02-25 | Bell Wendy S. | Officer | A-Award | A | Common Stock | 2,513 | 0.00 | — | 37,366 | D | ↗ |
| 2026-02-25 | Adams Arthur Loran | Director / Officer | A-Award | A | Common Stock | 1,002 | 0.00 | — | 11,412 | D | ↗ |
| 2026-02-14 | Van Dyke Litz H | Director / Officer | F-InKind | D | Common Stock | 1,158 | 22.01 | 25.5K | 56,218 | D | ↗ |
| 2026-02-14 | Langs Bradford N. | Officer | F-InKind | D | Common Stock | 781 | 22.01 | 17.2K | 25,114 | D | ↗ |
| 2026-02-14 | Kallsen Tony E | Officer | F-InKind | D | Common Stock | 351 | 22.01 | 7.7K | 16,261 | D | ↗ |
| 2026-02-14 | Davis Jane Ann | Officer | F-InKind | D | Common Stock | 291 | 22.01 | 6.4K | 11,509 | D | ↗ |
| 2026-02-14 | Bell Wendy S. | Officer | F-InKind | D | Common Stock | 554 | 22.01 | 12.2K | 34,853 | D | ↗ |
| 2026-01-30 | Walsh Elizabeth L. | Director | G-Gift | D | Common Stock | 900 | 0.00 | — | 54,178 | D | ↗ |
| 2026-01-29 | Walsh Elizabeth L. | Director | G-Gift | D | Common Stock | 835 | 0.00 | — | 55,078 | D | ↗ |
| 2026-01-02 | Walsh Elizabeth L. | Director | A-Award | A | Common Stock | 1,802 | 0.00 | — | 55,913 | D | ↗ |
| 2026-01-02 | Stephens Curtis E | Director | A-Award | A | Common Stock | 1,802 | 0.00 | — | 9,032 | D | ↗ |
| 2026-01-02 | Midkiff Catharine L. | Director | A-Award | A | Common Stock | 1,802 | 0.00 | — | 17,856 | D | ↗ |
| 2026-01-02 | Lutz Jacob A III | Director | A-Award | A | Common Stock | 1,802 | 0.00 | — | 19,690 | D | ↗ |
| 2026-01-02 | Karavatakis Phyllis Q. | Director | A-Award | A | Common Stock | 1,802 | 0.00 | — | 21,695 | D | ↗ |
| 2026-01-02 | Haskins James W. | Director | A-Award | A | Common Stock | 1,802 | 0.00 | — | 63,702 | D | ↗ |
| 2026-01-02 | FELDMANN GREGORY W | Director | A-Award | A | Common Stock | 1,802 | 0.00 | — | 17,201 | D | ↗ |
| 2026-01-02 | Bolton Robert M. | Director | A-Award | A | Common Stock | 1,802 | 0.00 | — | 12,629 | D | ↗ |
| 2026-01-02 | Bloomfield Kevin S. | Director | A-Award | A | Common Stock | 1,802 | 0.00 | — | 18,220 | D | ↗ |
| 2026-01-02 | BIRD MICHAEL R | Director | A-Award | A | Common Stock | 1,802 | 0.00 | — | 16,576 | D | ↗ |
| 2025-12-16 | Walsh Elizabeth L. | Director | G-Gift | D | Common Stock | 950 | 0.00 | — | 54,111 | D | ↗ |
| 2025-10-30 | Bolton Robert M. | Director | S-Sale | D | Common Stock | 1,901 | 17.23 | 32.8K | 10,827 | D | ↗ |
| 2025-09-10 | Speare Matthew M. | Officer | S-Sale | D | Common Stock | 13,550 | 19.83 | 268.8K | 21,909 | D | ↗ |
| 2025-08-26 | Bell Wendy S. | Officer | S-Sale | D | Common Stock | 250 | 19.54 | 4.9K | 0 | I | ↗ |
| 2025-07-30 | Midkiff Catharine L. | Director | S-Sale | D | Common Stock | 2,000 | 17.76 | 35.5K | 16,054 | D | ↗ |
| 2025-07-28 | Haskins James W. | Director | S-Sale | D | Common Stock | 2,000 | 17.84 | 35.7K | 61,900 | D | ↗ |
| 2025-06-12 | Bloomfield Kevin S. | Director | S-Sale | D | Common Stock | 1,629 | 16.81 | 27.4K | 16,418 | D | ↗ |
| 2025-06-11 | Bloomfield Kevin S. | Director | S-Sale | D | Common Stock | 1,629 | 16.81 | 27.4K | 16,418 | D | ↗ |
| 2025-06-10 | Bloomfield Kevin S. | Director | S-Sale | D | Common Stock | 4,509 | 16.71 | 75.4K | 18,047 | D | ↗ |
| 2025-06-09 | Bloomfield Kevin S. | Director | S-Sale | D | Common Stock | 1,000 | 16.52 | 16.5K | 22,556 | D | ↗ |
| 2025-06-06 | Bloomfield Kevin S. | Director | S-Sale | D | Common Stock | 1,000 | 16.52 | 16.5K | 22,556 | D | ↗ |
| 2025-06-05 | Davis Jane Ann | Officer | S-Sale | D | Common Stock | 2,500 | 16.39 | 41.0K | 11,800 | D | ↗ |
| 2025-06-02 | Midkiff Catharine L. | Director | P-Purchase | A | Common Stock | 200 | 16.47 | 3.3K | 1,200 | I | ↗ |
| 2025-05-28 | Matthews Edward Warren | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-05-21 | Davis Jane Ann | Officer | A-Award | A | Common Stock | 1,808 | 0.00 | — | 14,300 | D | ↗ |
| 2025-05-21 | Adams Arthur Loran | Director / Officer | A-Award | A | Common Stock | 1,473 | 0.00 | — | 10,410 | D | ↗ |
| 2025-05-01 | Walsh Elizabeth L. | Director | W-Will | A | Common Stock | 19,648 | 0.00 | — | 55,061 | D | ↗ |
| 2025-03-27 | Walsh Elizabeth L. | Director | W-Will | A | Common Stock | 3,129 | 0.00 | — | 35,413 | D | ↗ |
| 2025-03-20 | Walsh Elizabeth L. | Director | W-Will | A | Common Stock | 9,386 | 0.00 | — | 32,284 | D | ↗ |
| 2025-03-04 | Van Dyke Litz H | Director / Officer | A-Award | A | Common Stock | 5,442 | 0.00 | — | 57,376 | D | ↗ |
| 2025-03-04 | Speare Matthew M. | Officer | A-Award | A | Common Stock | 3,100 | 0.00 | — | 35,459 | D | ↗ |
| 2025-03-04 | Langs Bradford N. | Officer | A-Award | A | Common Stock | 4,464 | 0.00 | — | 25,895 | D | ↗ |
| 2025-03-04 | Kallsen Tony E | Officer | A-Award | A | Common Stock | 2,824 | 0.00 | — | 16,612 | D | ↗ |
| 2025-03-04 | Davis Jane Ann | Officer | A-Award | A | Common Stock | 1,913 | 0.00 | — | 12,694 | D | ↗ |
| 2025-03-04 | Bell Wendy S. | Officer | A-Award | A | Common Stock | 3,325 | 0.00 | — | 35,407 | D | ↗ |
| 2025-03-04 | Adams Arthur Loran | Director / Officer | A-Award | A | Common Stock | 1,559 | 0.00 | — | 8,937 | D | ↗ |
| 2025-02-27 | Van Dyke Litz H | Director / Officer | A-Award | A | Common Stock | 8,279 | 0.00 | — | 53,737 | D | ↗ |
| 2025-02-27 | Speare Matthew M. | Officer | A-Award | A | Common Stock | 3,257 | 0.00 | — | 32,359 | D | ↗ |
| 2025-02-27 | Langs Bradford N. | Officer | A-Award | A | Common Stock | 4,416 | 0.00 | — | 22,584 | D | ↗ |
| 2025-02-27 | Kallsen Tony E | Officer | A-Award | A | Common Stock | 2,208 | 0.00 | — | 13,788 | D | ↗ |
| 2025-02-27 | Bell Wendy S. | Officer | A-Award | A | Common Stock | 3,367 | 0.00 | — | 32,503 | D | ↗ |
| 2025-02-14 | Van Dyke Litz H | Director / Officer | F-InKind | D | Common Stock | 838 | 17.99 | 15.1K | 52,899 | D | ↗ |
| 2025-02-14 | Langs Bradford N. | Officer | F-InKind | D | Common Stock | 558 | 17.99 | 10.0K | 22,026 | D | ↗ |
| 2025-02-14 | Bell Wendy S. | Officer | F-InKind | D | Common Stock | 421 | 17.99 | 7.6K | 32,082 | D | ↗ |
| 2025-01-02 | Walsh Elizabeth L. | Director | A-Award | A | Common Stock | 1,827 | 0.00 | — | 22,898 | D | ↗ |
| 2025-01-02 | Stephens Curtis E | Director | A-Award | A | Common Stock | 1,827 | 0.00 | — | 7,230 | D | ↗ |
| 2025-01-02 | Midkiff Catharine L. | Director | A-Award | A | Common Stock | 1,827 | 0.00 | — | 18,054 | D | ↗ |
| 2025-01-02 | Matthews Edward Warren | Director | A-Award | A | Common Stock | 1,827 | 0.00 | — | 18,611 | D | ↗ |
| 2025-01-02 | Lutz Jacob A III | Director | A-Award | A | Common Stock | 1,827 | 0.00 | — | 17,888 | D | ↗ |
| 2025-01-02 | Karavatakis Phyllis Q. | Director | A-Award | A | Common Stock | 1,827 | 0.00 | — | 19,893 | D | ↗ |
| 2025-01-02 | Haskins James W. | Director | A-Award | A | Common Stock | 1,827 | 0.00 | — | 63,900 | D | ↗ |
| 2025-01-02 | FELDMANN GREGORY W | Director | A-Award | A | Common Stock | 1,827 | 0.00 | — | 15,399 | D | ↗ |
| 2025-01-02 | Bolton Robert M. | Director | A-Award | A | Common Stock | 1,827 | 0.00 | — | 12,728 | D | ↗ |
| 2025-01-02 | Bloomfield Kevin S. | Director | A-Award | A | Common Stock | 1,827 | 0.00 | — | 23,556 | D | ↗ |
| 2025-01-02 | BIRD MICHAEL R | Director | A-Award | A | Common Stock | 1,827 | 0.00 | — | 14,774 | D | ↗ |
| 2024-06-14 | Walsh Elizabeth L. | Director | W-Will | A | Common Stock | 11,300 | 0.00 | — | 21,071 | — | ↗ |
| 2024-05-07 | Davis Jane Ann | Officer | A-Award | A | Common Stock | 1,100 | 0.00 | — | 10,781 | — | ↗ |
| 2024-05-07 | Adams Arthur Loran | Director / Officer | A-Award | A | Common Stock | 1,000 | 0.00 | — | 7,378 | — | ↗ |
| 2024-03-17 | Davis Jane Ann | Officer | F-InKind | D | Common Stock | 202 | 12.27 | 2.5K | 12,492 | D | ↗ |
| 2024-02-20 | Van Dyke Litz H | Director / Officer | F-InKind | D | Common Stock | 249 | 13.83 | 3.4K | 52,650 | D | ↗ |
| 2024-02-20 | Langs Bradford N. | Officer | F-InKind | D | Common Stock | 130 | 13.83 | 1.8K | 21,896 | D | ↗ |
| 2024-02-14 | Van Dyke Litz H | Director / Officer | F-InKind | D | Common Stock | 716 | 13.78 | 9.9K | 51,934 | D | ↗ |
| 2024-02-14 | Langs Bradford N. | Officer | F-InKind | D | Common Stock | 465 | 13.78 | 6.4K | 21,431 | D | ↗ |
| 2024-01-05 | Van Dyke Litz H | Director / Officer | A-Award | A | Common Stock | 6,012 | 0.00 | — | 45,458 | — | ↗ |
| 2024-01-05 | Speare Matthew M. | Officer | A-Award | A | Common Stock | 2,619 | 0.00 | — | 29,102 | — | ↗ |
| 2024-01-05 | Langs Bradford N. | Officer | A-Award | A | Common Stock | 3,596 | 0.00 | — | 18,168 | — | ↗ |
| 2024-01-05 | Kallsen Tony E | Officer | A-Award | A | Common Stock | 1,741 | 0.00 | — | 11,580 | — | ↗ |
| 2024-01-05 | Bell Wendy S. | Officer | A-Award | A | Common Stock | 2,724 | 0.00 | — | 29,136 | — | ↗ |
| 2024-01-02 | Walsh Elizabeth L. | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 9,771 | — | ↗ |
| 2024-01-02 | Stephens Curtis E | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 5,403 | — | ↗ |
| 2024-01-02 | Midkiff Catharine L. | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 16,227 | — | ↗ |
| 2024-01-02 | Matthews Edward Warren | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 16,784 | — | ↗ |
| 2024-01-02 | Lutz Jacob A III | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 16,061 | — | ↗ |
| 2024-01-02 | Haskins James W. | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 62,073 | — | ↗ |
| 2024-01-02 | FELDMANN GREGORY W | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 13,572 | — | ↗ |
| 2024-01-02 | Bolton Robert M. | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 10,901 | — | ↗ |
| 2024-01-02 | Bloomfield Kevin S. | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 21,729 | — | ↗ |
| 2024-01-02 | BIRD MICHAEL R | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 12,947 | — | ↗ |
| 2023-09-14 | Stephens Curtis E | Director | P-Purchase | A | Common Stock | 36 | 13.74 | 494.64 | 3,073 | — | ↗ |
| 2023-09-14 | BIRD MICHAEL R | Director | P-Purchase | A | Common Stock | 35 | 13.74 | 480.90 | 10,617 | — | ↗ |
| 2023-09-14 | Adams Arthur Loran | Director / Officer | P-Purchase | A | Common Stock | 21 | 13.74 | 288.54 | 6,378 | — | ↗ |
| 2023-09-12 | Matthews Edward Warren | Director | P-Purchase | A | Common Stock | 1,700 | 13.72 | 23.3K | 14,454 | — | ↗ |
| 2023-08-14 | Stephens Curtis E | Director | P-Purchase | A | Common Stock | 34 | 14.54 | 494.36 | 3,037 | — | ↗ |
| 2023-08-14 | BIRD MICHAEL R | Director | P-Purchase | A | Common Stock | 35 | 14.54 | 508.90 | 10,582 | — | ↗ |
| 2023-08-14 | Adams Arthur Loran | Director / Officer | P-Purchase | A | Common Stock | 21 | 14.54 | 305.34 | 6,357 | — | ↗ |
| 2023-07-14 | Stephens Curtis E | Director | P-Purchase | A | Common Stock | 32 | 15.12 | 483.84 | 3,003 | — | ↗ |
| 2023-07-14 | BIRD MICHAEL R | Director | P-Purchase | A | Common Stock | 33 | 15.12 | 498.96 | 10,547 | — | ↗ |
| 2023-07-14 | Adams Arthur Loran | Director / Officer | P-Purchase | A | Common Stock | 20 | 15.12 | 302.40 | 6,336 | — | ↗ |
| 2023-06-14 | Stephens Curtis E | Director | P-Purchase | A | Common Stock | 31 | 15.83 | 490.73 | 2,971 | — | ↗ |
| 2023-06-14 | BIRD MICHAEL R | Director | P-Purchase | A | Common Stock | 31 | 15.83 | 490.73 | 10,514 | — | ↗ |
| 2023-06-14 | Adams Arthur Loran | Director / Officer | P-Purchase | A | Common Stock | 17 | 15.83 | 269.11 | 6,316 | — | ↗ |
| 2023-06-05 | Adams Arthur Loran | Director / Officer | S-Sale | D | Common Stock | 1,256 | 15.01 | 18.9K | 6,299 | — | ↗ |
| 2023-05-22 | Adams Arthur Loran | Director / Officer | S-Sale | D | Common Stock | 1,961 | 14.08 | 27.6K | 7,555 | — | ↗ |
| 2023-05-15 | Stephens Curtis E | Director | P-Purchase | A | Common Stock | 36 | 13.67 | 492.12 | 2,940 | — | ↗ |
| 2023-05-15 | BIRD MICHAEL R | Director | P-Purchase | A | Common Stock | 36 | 13.67 | 492.12 | 10,483 | — | ↗ |
| 2023-05-15 | Adams Arthur Loran | Director / Officer | P-Purchase | A | Common Stock | 22 | 13.67 | 300.74 | 9,516 | — | ↗ |
| 2023-05-02 | Haskins James W. | Director | S-Sale | D | Common Stock | 1,000 | 13.28 | 13.3K | 59,743 | — | ↗ |
| 2023-05-02 | Bolton Robert M. | Director | P-Purchase | A | Common Stock | 500 | 12.77 | 6.4K | 8,571 | — | ↗ |
| 2023-05-01 | Van Dyke Litz H | Director / Officer | P-Purchase | A | Common Stock | 2,200 | 13.32 | 29.3K | 39,446 | — | ↗ |
| 2023-04-20 | Davis Jane Ann | Officer | A-Award | A | Common Stock | 2,090 | 0.00 | — | 9,681 | — | ↗ |
| 2023-04-20 | Adams Arthur Loran | Director / Officer | A-Award | A | Common Stock | 1,703 | 0.00 | — | 9,494 | — | ↗ |
| 2023-04-14 | Stephens Curtis E | Director | P-Purchase | A | Common Stock | 38 | 13.32 | 506.16 | 2,904 | — | ↗ |
| 2023-04-14 | BIRD MICHAEL R | Director | P-Purchase | A | Common Stock | 37 | 13.32 | 492.84 | 10,447 | — | ↗ |
| 2023-04-14 | Adams Arthur Loran | Director / Officer | P-Purchase | A | Common Stock | 22 | 13.32 | 293.04 | 7,791 | — | ↗ |
| 2023-03-14 | Stephens Curtis E | Director | P-Purchase | A | Common Stock | 34 | 14.31 | 486.54 | 2,866 | — | ↗ |
| 2023-03-14 | BIRD MICHAEL R | Director | P-Purchase | A | Common Stock | 35 | 14.31 | 500.85 | 10,410 | — | ↗ |
| 2023-03-14 | Adams Arthur Loran | Director / Officer | P-Purchase | A | Common Stock | 21 | 14.31 | 300.51 | 7,769 | — | ↗ |
| 2023-02-14 | Walsh Elizabeth L. | Director | A-Award | A | Common Stock | 1,731 | 0.00 | — | 7,441 | — | ↗ |
| 2023-02-14 | Van Dyke Litz H | Director / Officer | A-Award | A | Common Stock | 7,023 | 0.00 | — | 37,246 | — | ↗ |
| 2023-02-14 | Stephens Curtis E | Director | P-Purchase | A | Common Stock | 28 | 17.44 | 488.32 | 1,101 | — | ↗ |
| 2023-02-14 | Speare Matthew M. | Officer | A-Award | A | Common Stock | 2,436 | 0.00 | — | 26,483 | — | ↗ |
| 2023-02-14 | Midkiff Catharine L. | Director | S-Sale | D | Common Stock | 1,000 | 17.34 | 17.3K | 12,166 | — | ↗ |
| 2023-02-14 | Matthews Edward Warren | Director | A-Award | A | Common Stock | 1,731 | 0.00 | — | 12,754 | — | ↗ |
| 2023-02-14 | Lutz Jacob A III | Director | A-Award | A | Common Stock | 1,731 | 0.00 | — | 13,731 | — | ↗ |
| 2023-02-14 | Langs Bradford N. | Officer | A-Award | A | Common Stock | 4,853 | 0.00 | — | 14,572 | — | ↗ |
| 2023-02-14 | Kyle Lanny A. Jr. | Director | A-Award | A | Common Stock | 1,731 | 0.00 | — | 72,484 | — | ↗ |
| 2023-02-14 | Kallsen Tony E | Officer | A-Award | A | Common Stock | 2,229 | 0.00 | — | 9,839 | — | ↗ |
| 2023-02-14 | Haskins James W. | Director | A-Award | A | Common Stock | 1,731 | 0.00 | — | 60,743 | — | ↗ |
| 2023-02-14 | FELDMANN GREGORY W | Director | A-Award | A | Common Stock | 1,731 | 0.00 | — | 11,242 | — | ↗ |
| 2023-02-14 | Davis Jane Ann | Officer | A-Award | A | Common Stock | 1,800 | 0.00 | — | 7,591 | — | ↗ |
| 2023-02-14 | Conner Robert W | Director | A-Award | A | Common Stock | 1,731 | 0.00 | — | 75,962 | — | ↗ |
| 2023-02-14 | Bolton Robert M. | Director | A-Award | A | Common Stock | 1,731 | 0.00 | — | 8,071 | — | ↗ |
| 2023-02-14 | Bloomfield Kevin S. | Director | A-Award | A | Common Stock | 1,731 | 0.00 | — | 19,399 | — | ↗ |
| 2023-02-14 | Bell Wendy S. | Officer | A-Award | A | Common Stock | 3,677 | 0.00 | — | 26,412 | — | ↗ |
| 2023-02-14 | BIRD MICHAEL R | Director | P-Purchase | A | Common Stock | 28 | 17.44 | 488.32 | 8,644 | — | ↗ |
| 2023-02-14 | Adams Arthur Loran | Director / Officer | A-Award | A | Common Stock | 1,385 | 0.00 | — | 7,748 | — | ↗ |
| 2023-02-07 | Davis Jane Ann | Officer | S-Sale | D | Common Stock | 2,137 | 17.41 | 37.2K | 5,791 | — | ↗ |
| 2023-01-17 | Stephens Curtis E | Director | P-Purchase | A | Common Stock | 30 | 16.48 | 494.40 | 1,073 | — | ↗ |
| 2023-01-17 | BIRD MICHAEL R | Director | P-Purchase | A | Common Stock | 29 | 16.48 | 477.92 | 8,616 | — | ↗ |
| 2023-01-17 | Adams Arthur Loran | Director / Officer | P-Purchase | A | Common Stock | 18 | 16.48 | 296.64 | 6,347 | — | ↗ |
| 2022-12-14 | Stephens Curtis E | Director | A-Award | A | Common Stock | 27 | 18.31 | 494.37 | 1,043 | — | ↗ |
| 2022-12-14 | BIRD MICHAEL R | Director | A-Award | A | Common Stock | 27 | 18.31 | 494.37 | 8,587 | — | ↗ |
| 2022-12-14 | Adams Arthur Loran | Director / Officer | A-Award | A | Common Stock | 16 | 18.31 | 292.96 | 6,329 | — | ↗ |
| 2022-12-07 | Stephens Curtis E | Director | P-Purchase | A | Common Stock | 300 | 18.09 | 5.4K | 1,016 | — | ↗ |
| 2022-12-05 | Midkiff Catharine L. | Director | S-Sale | D | Common Stock | 1,000 | 18.69 | 18.7K | 13,166 | — | ↗ |
| 2022-11-21 | Haskins James W. | Director | S-Sale | D | Common Stock | 1,000 | 18.26 | 18.3K | 59,012 | — | ↗ |
| 2022-11-18 | Davis Jane Ann | Officer | G-Gift | D | Common Stock | 96 | 0.00 | — | 0 | — | ↗ |
| 2022-11-14 | Stephens Curtis E | Director | P-Purchase | A | Common Stock | 27 | 18.37 | 495.99 | 716 | — | ↗ |
| 2022-11-14 | BIRD MICHAEL R | Director | P-Purchase | A | Common Stock | 27 | 18.37 | 495.99 | 8,560 | — | ↗ |
| 2022-11-14 | Adams Arthur Loran | Director / Officer | P-Purchase | A | Common Stock | 16 | 18.37 | 293.92 | 6,313 | — | ↗ |
| 2022-10-14 | Stephens Curtis E | Director | P-Purchase | A | Common Stock | 58 | 16.83 | 976.14 | 689 | — | ↗ |
| 2022-10-14 | BIRD MICHAEL R | Director | P-Purchase | A | Common Stock | 29 | 16.83 | 488.07 | 8,533 | — | ↗ |
| 2022-10-14 | Adams Arthur Loran | Director / Officer | P-Purchase | A | Common Stock | 17 | 16.83 | 286.11 | 6,297 | — | ↗ |
| 2022-07-14 | Van Dyke Litz H | Officer | P-Purchase | A | Common Stock | 76 | 13.03 | 990.28 | 30,223 | — | ↗ |
| 2022-07-14 | Karavatakis Phyllis Q. | Director | P-Purchase | A | Common Stock | 37 | 13.03 | 482.11 | 18,066 | — | ↗ |
| 2022-07-14 | FELDMANN GREGORY W | Director | P-Purchase | A | Common Stock | 27 | 13.03 | 351.81 | 9,511 | — | ↗ |
| 2022-07-14 | BIRD MICHAEL R | Director | P-Purchase | A | Common Stock | 37 | 13.03 | 482.11 | 8,504 | — | ↗ |
| 2022-07-14 | Adams Arthur Loran | Director / Officer | P-Purchase | A | Common Stock | 22 | 13.03 | 286.66 | 6,280 | — | ↗ |
| 2022-06-14 | Van Dyke Litz H | Officer | P-Purchase | A | Common Stock | 73 | 13.60 | 992.80 | 30,147 | — | ↗ |
| 2022-06-14 | Karavatakis Phyllis Q. | Director | P-Purchase | A | Common Stock | 37 | 13.60 | 503.20 | 18,029 | — | ↗ |
| 2022-06-14 | FELDMANN GREGORY W | Director | P-Purchase | A | Common Stock | 25 | 13.60 | 340.00 | 9,484 | — | ↗ |
| 2022-06-14 | BIRD MICHAEL R | Director | P-Purchase | A | Common Stock | 37 | 13.60 | 503.20 | 8,467 | — | ↗ |
| 2022-06-14 | Adams Arthur Loran | Director / Officer | P-Purchase | A | Common Stock | 22 | 13.60 | 299.20 | 6,258 | — | ↗ |
| 2022-06-03 | Stephens Curtis E | Director | P-Purchase | A | Common Stock | 300 | 14.64 | 4.4K | 631 | — | ↗ |
| 2022-05-03 | Van Dyke Litz H | Officer | P-Purchase | A | Common Stock | 1,000 | 16.00 | 16.0K | 30,074 | — | ↗ |
| 2022-03-23 | Stephens Curtis E | Director | — | D | Common Stock | 0 | 0.00 | — | 331 | — | ↗ |
| 2022-03-23 | Lutz Jacob A III | Director | — | D | Common Stock | 0 | 0.00 | — | 12,000 | — | ↗ |
| 2022-03-17 | Davis Jane Ann | Officer | A-Award | A | Common Stock | 1,700 | 0.00 | — | 7,928 | — | ↗ |
| 2022-03-17 | Adams Arthur Loran | Director / Officer | A-Award | A | Common Stock | 1,500 | 0.00 | — | 6,236 | — | ↗ |
| 2022-03-07 | Van Dyke Litz H | Officer | A-Award | A | Common Stock | 6,373 | 0.00 | — | 29,074 | — | ↗ |
| 2022-03-07 | Speare Matthew M. | Officer | A-Award | A | Common Stock | 2,437 | 0.00 | — | 24,047 | — | ↗ |
| 2022-03-07 | Langs Bradford N. | Officer | A-Award | A | Common Stock | 2,812 | 0.00 | — | 9,719 | — | ↗ |
| 2022-03-07 | Kallsen Tony E | Officer | A-Award | A | Common Stock | 2,437 | 0.00 | — | 7,610 | — | ↗ |
| 2022-03-07 | Bell Wendy S. | Officer | A-Award | A | Common Stock | 2,437 | 0.00 | — | 22,735 | — | ↗ |
| 2022-02-23 | Walsh Elizabeth L. | Director | A-Award | A | Common Stock | 1,850 | 0.00 | — | 5,710 | — | ↗ |
| 2022-02-23 | Midkiff Catharine L. | Director | A-Award | A | Common Stock | 1,850 | 0.00 | — | 14,166 | — | ↗ |
| 2022-02-23 | Matthews Edward Warren | Director | A-Award | A | Common Stock | 1,850 | 0.00 | — | 11,023 | — | ↗ |
| 2022-02-23 | Kyle Lanny A. Jr. | Director | A-Award | A | Common Stock | 1,850 | 0.00 | — | 70,753 | — | ↗ |
| 2022-02-23 | Haskins James W. | Director | A-Award | A | Common Stock | 1,850 | 0.00 | — | 60,012 | — | ↗ |
| 2022-02-23 | FELDMANN GREGORY W | Director | A-Award | A | Common Stock | 1,850 | 0.00 | — | 9,459 | — | ↗ |
| 2022-02-23 | Conner Robert W | Director | A-Award | A | Common Stock | 1,850 | 0.00 | — | 74,231 | — | ↗ |
| 2022-02-23 | Bolton Robert M. | Director | A-Award | A | Common Stock | 1,850 | 0.00 | — | 6,340 | — | ↗ |
| 2022-02-23 | Bloomfield Kevin S. | Director | A-Award | A | Common Stock | 1,850 | 0.00 | — | 17,668 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Litz H. Van Dyke CEO of the Company and the Bank | 703.1K | 122.6K | 300.0K | — | 183.3K | 46.8K | 1.36M | 22.13% | ↗ |
| 2 | 2025 | Bradford N. Langs President and Chief Strategy Officer of the Bank | 577.8K | 92.9K | 160.0K | — | 138.8K | 50.7K | 1.02M | 15.69% | ↗ |
| 3 | 2025 | Wendy S. Bell CFO of the Company; Senior Executive Vice President and CFO of the Bank | 429.7K | 63.3K | 122.0K | — | 94.6K | 37.1K | 746.7K | 16.34% | ↗ |
| 4 | 2025 | Matthew M. Speare | 401.1K | 55.9K | 118.0K | — | 83.6K | 41.9K | 700.4K | 16.85% | ↗ |
| 5 | 2025 | Tony E. Kallsen Senior Executive Vice President and Chief Credit Officer of the Bank | 365.4K | 50.9K | 80.0K | — | 76.1K | 35.7K | 608.2K | 13.16% | ↗ |
| 6 | 2024 | Litz H. Van Dyke CEO of the Company and the Bank | 676.8K | 90.6K | 258.3K | — | 237.3K | 44.8K | 1.31M | 19.75% | ↗ |
| 7 | 2024 | Bradford N. Langs President and Chief Strategy Officer of the Bank | 555.2K | 74.3K | 154.5K | — | 194.7K | 47.3K | 1.03M | 15.06% | ↗ |
| 8 | 2024 | Wendy S. Bell CFO of the Company; Senior Executive Vice President and CFO of the Bank | 413.6K | 55.7K | 117.0K | — | 144.7K | 48.7K | 779.6K | 15.01% | ↗ |
| 9 | 2024 | Matthew M. Speare Senior Executive Vice President and Chief Operations Officer of the Bank | 386.4K | 51.6K | 112.5K | — | 135.2K | 40.1K | 725.8K | 15.50% | ↗ |
| 10 | 2024 | Tony E. Kallsen Senior Executive Vice President and Chief Credit Officer of the Bank | 352.0K | 47.0K | 74.8K | — | 123.2K | 33.9K | 630.9K | 11.86% | ↗ |
| 11 | 2023 | Litz H. Van Dyke | 644.6K | 96.9K | — | — | — | 43.1K | 784.6K | 0.00% | ↗ |
| 12 | 2023 | Litz H. Van Dyke CEO of the Company and the Bank | 644.6K | 96.9K | — | — | — | 43.1K | 784.6K | 0.00% | ↗ |
| 13 | 2023 | Bradford N. Langs President and Chief Strategy Officer of the Bank | 514.3K | 77.3K | — | — | — | 45.0K | 636.5K | 0.00% | ↗ |
| 14 | 2023 | Wendy S. Bell CFO of the Company; Senior Executive Vice President and CFO of the Bank | 389.7K | 58.5K | — | — | — | 46.4K | 494.6K | 0.00% | ↗ |
| 15 | 2023 | Matthew M. Speare Senior Executive Vice President and Chief Operations Officer of the Bank | 374.7K | 56.3K | — | — | — | 38.3K | 469.2K | 0.00% | ↗ |
| 16 | 2023 | Tony E. Kallsen Senior Executive Vice President and Chief Credit Officer of the Bank | 339.9K | 51.0K | — | — | — | 34.9K | 425.8K | 0.00% | ↗ |
| 17 | 2022 | Litz H. Van Dyke Chief Executive Officer of the Company and the Bank | 612.5K | — | 232.0K | — | 369.0K | 46.3K | 1.26M | 18.42% | ↗ |
| 18 | 2022 | Litz H. Van Dyke CEO of the Company and the Bank | 612.5K | — | 232.0K | — | 369.0K | 46.3K | 1.26M | 18.42% | ↗ |
| 19 | 2022 | Bradford N. Langs President and Chief Strategy Officer of the Bank | 480.6K | — | 102.4K | — | 247.5K | 42.7K | 873.2K | 11.72% | ↗ |
| 20 | 2022 | Wendy S. Bell Chief Financial Officer of the Company; Senior Executive Vice President and Chief Financial Officer of the Bank | 373.3K | — | 88.7K | — | 187.5K | 42.8K | 692.3K | 12.82% | ↗ |
| 21 | 2022 | Wendy S. Bell CFO of the Company; Senior Executive Vice President and CFO of the Bank | 373.3K | — | 88.7K | — | 187.5K | 42.8K | 692.3K | 12.82% | ↗ |
| 22 | 2022 | Matthew M. Speare Senior Executive Vice President and Chief Operations Officer of the Bank | 351.2K | — | 88.7K | — | 123.2K | 36.5K | 599.7K | 14.80% | ↗ |
| 23 | 2022 | Tony E. Kallsen Senior Executive Vice President and Chief Credit Officer of the Bank | 321.2K | — | 88.7K | — | 112.7K | 36.0K | 558.7K | 15.88% | ↗ |
| 24 | 2021 | Litz H. Van Dyke Chief Executive Officer of the Company and the Bank | 593.0K | — | — | — | 296.5K | 44.8K | 934.3K | 0.00% | ↗ |
| 25 | 2021 | Bradford N. Langs President and Chief Strategy Officer of the Bank | 370.0K | — | — | — | 185.0K | 41.4K | 596.4K | 0.00% | ↗ |
| 26 | 2021 | Wendy S. Bell Chief Financial Officer of the Company; Senior Executive Vice President and Chief Financial Officer of the Bank | 360.0K | — | — | — | 180.0K | 41.5K | 581.5K | 0.00% | ↗ |
| 27 | 2021 | Matthew M. Speare Senior Executive Vice President and Chief Operations Officer of the Bank | 345.0K | — | — | — | 120.8K | 35.5K | 501.2K | 0.00% | ↗ |
| 28 | 2021 | Matthew M. Speare Executive Vice President and Chief Information Officer of the Bank | 345.0K | — | — | — | 109.4K | 35.5K | 489.8K | 0.00% | ↗ |
| 29 | 2021 | Tony E. Kallsen Senior Executive Vice President and Chief Credit Officer of the Bank | 315.0K | — | — | — | 110.3K | 40.3K | 465.6K | 0.00% | ↗ |
| 30 | 2021 | Tony E. Kallsen Executive Vice President and Chief Credit Officer of the Bank | 315.0K | — | — | — | 99.0K | 40.3K | 454.4K | 0.00% | ↗ |
| 31 | 2020 | Litz H. Van Dyke Chief Executive Officer of the Company and the Bank | 590.3K | — | — | — | 80.0K | 115.4K | 785.7K | 0.00% | ↗ |
| 32 | 2020 | Bradford N. Langs President and Chief Strategy Officer of the Bank | 366.0K | — | — | — | 44.4K | 40.8K | 451.1K | 0.00% | ↗ |
| 33 | 2020 | Wendy S. Bell Chief Financial Officer of the Company; Senior Executive Vice President and Chief Financial Officer of the Bank | 358.8K | — | — | — | 43.2K | 41.0K | 443.1K | 0.00% | ↗ |
| 34 | 2020 | Matthew M. Speare Senior Executive Vice President and Chief Operations Officer of the Bank | 343.8K | — | — | — | 41.4K | 35.0K | 420.3K | 0.00% | ↗ |
| 35 | 2020 | Matthew M. Speare Executive Vice President and Chief Information Officer of the Bank | 343.8K | — | — | — | 41.4K | 35.0K | 420.3K | 0.00% | ↗ |
| 36 | 2020 | Phyllis Q. Karavatakis Senior Executive Vice President for Special Projects of the Bank | 247.9K | — | — | — | 25.0K | 36.4K | 309.3K | 0.00% | ↗ |
| 37 | 2019 | Litz H. Van Dyke Chief Executive Officer of the Company and the Bank | 570.0K | — | — | — | 179.0K | 50.0K | 799.0K | 0.00% | ↗ |
| 38 | 2019 | Wendy S. Bell Chief Financial Officer of the Company; Senior Executive Vice President and Chief Financial Officer of the Bank | 350.0K | — | — | — | 109.9K | 46.7K | 506.6K | 0.00% | ↗ |
| 39 | 2019 | Bradford N. Langs President and Chief Strategy Officer of the Bank | 335.0K | — | — | — | 105.2K | 45.5K | 485.7K | 0.00% | ↗ |
| 40 | 2019 | Phyllis Q. Karavatakis Senior Executive Vice President for Special Projects of the Bank | 335.0K | — | — | — | 105.2K | 44.6K | 484.8K | 0.00% | ↗ |
| 41 | 2019 | Matthew M. Speare Executive Vice President and Chief Information Officer of the Bank | 335.0K | — | — | — | 73.6K | 42.7K | 451.3K | 0.00% | ↗ |
| 42 | 2018 | Litz H. Van Dyke Chief Executive Officer of the Company and the Bank | 497.1K | 25.0K | — | — | 185.5K | 27.9K | 735.4K | 0.00% | ↗ |
| 43 | 2018 | Bradford N. Langs President and Chief Strategy Officer of the Bank | 315.8K | 75.0K | — | — | 120.6K | 21.0K | 532.4K | 0.00% | ↗ |
| 44 | 2018 | Phyllis Q. Karavatakis Senior Executive Vice President for Special Projects of the Bank | 320.4K | 40.0K | — | — | 120.6K | 22.1K | 503.1K | 0.00% | ↗ |
| 45 | 2018 | Wendy S. Bell Chief Financial Officer of the Company; Senior Executive Vice President and Chief Financial Officer of the Bank | 326.0K | 30.0K | — | — | 122.4K | 22.7K | 501.2K | 0.00% | ↗ |
| 46 | 2018 | Matthew M. Speare Executive Vice President and Chief Information Officer of the Bank | 320.4K | 41.3K | 29.3K | — | 84.4K | 19.0K | 494.3K | 5.92% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Litz H. Van Dyke | Chief Executive Officer & Director | 1M | male |
| Wendy S. Bell | Senior EVP and Chief Financial Officer | 624.7K | female |
| Phyllis Q. Karavatakis | Vice Chairman | 42.0K | female |
| Jayson Philbeck | Senior Vice President of Commercial Banking | — | male |
| Joyce A. Parker | Secretary | — | female |
| A. Loran Adams | Executive Vice President & Director of Regulatory Risk Management | — | male |
| Misty Powell | Assistant Vice President | — | — |
| Kimberly Dempsey Schaufenbuel | Executive VP & Chief Human Resources Officer | — | female |
| Bill Hubble | Vice President and Managing Officer of Blacksburg Office | — | — |
| Brad Wilson | Senior Vice President & Commercial Market Executive | — | male |
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Community Opinion for CARE
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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