Subscribe

Carter Bankshares, Inc. (CARE)

USD32.43 +0.46 (+1.45%)
US NASDAQ Financial Services Banks - Regional
Address 1300 Kings Mountain Road 24112
Martinsville, VA, US
CEO Litz H. Van Dyke
IPO 2007-03-15
CIK 1829576 ISIN US1461031064

Explore sections of this company profile

Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD32.43 +0.46 (+1.45%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
360.9K
Beta
0.55
Float Shares
21.29M
Free Float %
95.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.22% -0.84% +6.64% +31.00% +48.61% +38.86% +65.96% +90.51% +75.79% +121.34% +106.04%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (4 ratings, all time) Hold
Price Targets & DCF
Current price
32.43
Low 27.00 -16.8%
Consensus 27.00 -16.8%
Median 27.00 -16.8%
High 27.00 -16.8%
DCF (Unlevered) 7.43 -77.1%
DCF (Levered) 18.48 -43.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 80% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 3 0
Hold 1 +1
Sell 0 0
Strong Sell 0 0
Price Target Summary
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%
Quality scores
Altman Z-Score
-0.67
Distress
Piotroski F-Score
8 / 9
Strong
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
3 / 5
Medium
Operational MOAT
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.51) × ERP
WACC = 77% × Ke + 23% × Kd (56.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 7.43 Current price: 32.43
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 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
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-15 Freedom Broker Buy Hold Downgrade
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
357.54M
OE per share TTM
16.34
Owner's Yield
59.95%
Maintenance CapEx ratio
29.44%
Maint CapEx / Avg PPE
39.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
126
Total invested
295.74M
Insider transactions (90d)
8
Beneficial owners (>5%)
3
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
126
+2 vs prev Q
New positions
15
Closed positions
12
Increased
64
Reduced
41
Put/Call ratio
0.00
Calls held
11.4K
Puts held
Top institutional holders
# 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 87 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
0.75
Neutral
Ratio by volume
1.07
Neutral
Buys
3
Sells
4
Shares acquired
8.1K
Shares disposed
7.5K
Cash buys
1.00
Cash sales
2.00
Net activity
+554
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-21 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

Top executives
EBIT / Employee
58.8K
Shares Outstanding
22.22M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-15 DEFA14A
2026-04-15 DEF 14A
2025-04-25 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 8-K
2026-05-29 8-K
2026-05-26 4
2026-05-15 SC 13G/A
2026-05-12 4
2026-05-11 4
2026-05-07 4
2026-05-07 10-Q
2026-05-06 4
2026-05-01 8-K

Executive team

NameTitleCompensationGender
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
ESG Rating
B
BANKS - REGIONAL
Rank: 128 out of 431
2026
E (Environmental)
65.0 / 64.3
Company / Sector avg.
S (Social)
66.1 / 76.5
Company / Sector avg.
G (Governance)
61.7 / 75.5
Company / Sector avg.
ESG Total
64.2 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

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.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits