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CB Financial Services, Inc. (CBFV)

USD36.98 +1.19 (+3.33%)
US NASDAQ Financial Services Banks - Regional
Address 100 North Market Street 15320
Carmichaels, PA, US
CEO John H. Montgomery
IPO 2003-10-07
CIK 1605301 ISIN US12479G1013

Explore sections of this company profile

Description

CB Financial Services, Inc. functions as the parent company for Community Bank, delivering a broad spectrum of banking solutions and financial services to individuals and businesses. Its operational footprint spans southwestern Pennsylvania, West Virginia, and Ohio. The bank's core deposit offerings include checking accounts (comprising both demand and NOW accounts), money market accounts, savings accounts, and various time deposit products. A comprehensive suite of loan products is also provided. For residential borrowers, this includes real estate financing such as mortgages for single- to four-family homes, home equity installment loans, and home equity lines of credit. Commercial real estate loans are offered, typically secured by developed properties like retail centers, office buildings, and other non-residential structures. Construction financing is available for both individual residential dwellings and commercial projects, ranging from hotels and apartment buildings to housing developments and owner-occupied business properties. Furthermore, the institution extends commercial and industrial loans and lines of credit, alongside diverse consumer loans like indirect auto financing, secured and unsecured personal loans, and credit lines. Beyond traditional banking, CB Financial Services also operates an insurance agency, providing a variety of products such as property and casualty coverage, commercial liability policies, surety bonds, and other related services. Its physical presence comprises a main office and 13 branch locations distributed across Greene, Allegheny, Washington, Fayette, and Westmoreland counties in southwestern Pennsylvania; Marshall and Ohio counties in West Virginia; and Belmont County in Ohio. An additional loan production office is located in Allegheny County. Founded in 1901, the company's corporate headquarters are situated in Carmichaels, Pennsylvania.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD36.98 +1.19 (+3.33%)
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Volume Profile
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Liquidity & share structure
Average Volume
5.7K
Beta
0.28
Float Shares
4.61M
Free Float %
90.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.11% +3.49% +1.88% +2.96% +1.10% +2.81% +22.99% +88.83% +64.48% +62.03% +377.87%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (3 ratings, all time) Hold
Price Targets & DCF
Current price
36.98
DCF (Unlevered) 31.52 -14.8%
DCF (Levered) 27.66 -25.2%

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

Ratings Trend (MoM) 67% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 1 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
0.27
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
2 / 5
Medium
ROA Score
2 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    -13.3% Q1'26: +10.6% (vs Q1'25)
  • EPS growth
    -61.3% Q1'26: +108.6% (vs Q1'25)
  • FCF margin
    Q1'26: +13.7% (vs Q1'25)
  • EBIT margin
    Q1'26: +22.2% (vs Q1'25)
  • ROIC
    Q1'26: +11.0% (vs Q1'25)
  • Share dilution
    +0.1% Q1'26: -2.8% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 2.06× (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 (0.28) × ERP
WACC = 85% × Ke + 15% × Kd (72.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 31.52 Current price: 36.98
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 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
2 EPS Ana.
Dec 2027
1 Rev. Ana.
2 EPS Ana.
Revenue
38.56M
est: 37.40M (+3.1%)
38.44M
est: 36.80M (+4.5%)
39.29M
est: 37.18M (+5.7%)
50.78M
est: 45.95M (+10.5%)
57.71M
est: 52.71M (+9.5%)
54.49M
est: 51.57M (+5.7%)
50.06M
est: 49.30M (+1.5%)
54.75M
est: 52.71M (+3.9%)
60.03M
est: 66.58M (-9.8%)
79.20M
est: 49.30M (+60.7%)
68.64M
est: 55.00M (+24.8%)
62.35M
62.11M – 62.59M
+13.4% YoY
67.25M
66.99M – 67.51M
+7.9% YoY
EBITDA
14.44M
est: 9.81M (+47.1%)
13.78M
est: 17.14M (-19.6%)
12.32M
est: 15.74M (-21.7%)
11.64M
est: 20.99M (-44.6%)
19.78M
est: 19.94M (-0.8%)
-6.05M
est: 17.43M (-134.7%)
17.13M
est: 19.47M (-12.0%)
16.78M
est: 20.67M (-18.8%)
33.02M
est: 20.33M (+62.4%)
17.77M
est: 15.05M (+18.0%)
7.11M
est: 16.79M (-57.7%)
19.04M
18.97M – 19.11M
+13.4% YoY
20.54M
20.46M – 20.61M
+7.9% YoY
EBIT
11.86M
est: 8.05M (+47.3%)
10.69M
est: 7.92M (+34.9%)
9.82M
est: 8.00M (+22.6%)
8.59M
est: 9.89M (-13.2%)
16.06M
est: 11.35M (+41.5%)
-9.39M
est: 11.10M (-184.6%)
14.70M
est: 10.62M (+38.4%)
14.08M
est: 11.35M (+24.1%)
30.29M
est: 17.66M (+71.5%)
15.34M
est: 13.08M (+17.3%)
5.30M
est: 14.59M (-63.7%)
16.54M
16.47M – 16.60M
+13.4% YoY
17.84M
17.77M – 17.91M
+7.9% YoY
Net Income
8.42M
est: 11.45M (-26.5%)
7.58M
est: 7.82M (-3.1%)
6.94M
est: 6.89M (+0.7%)
7.05M
est: 8.29M (-14.9%)
14.33M
est: 9.95M (+44.0%)
-10.64M
est: -1.56M (-582.0%)
11.57M
est: 11.23M (+3.1%)
11.25M
est: 12.18M (-7.7%)
22.55M
est: 23.27M (-3.1%)
12.59M
est: 11.61M (+8.5%)
4.90M
est: 14.62M (-66.5%)
15.87M
15.68M – 15.88M
+8.5% YoY
17.37M
17.16M – 17.42M
+9.5% YoY
SGA
13.79M
est: 14.04M (-1.8%)
14.23M
est: 16.13M (-11.8%)
15.00M
est: 16.89M (-11.2%)
19.43M
est: 26.34M (-26.2%)
22.26M
est: 16.39M (+35.8%)
23.39M
est: 40.58M (-42.4%)
21.93M
est: 23.35M (-6.1%)
19.91M
est: 24.55M (-18.9%)
23.41M
est: 19.59M (+19.5%)
20.28M
est: 14.50M (+39.8%)
1.59M
est: 16.18M (-90.2%)
18.34M
18.27M – 18.41M
+13.4% YoY
19.78M
19.71M – 19.86M
+7.9% YoY
EPS
2.07
est: 2.16 (-4.2%)
1.86
est: 1.80 (+3.3%)
1.70
est: 1.75 (-2.9%)
1.42
est: 1.57 (-9.3%)
2.64
est: 2.30 (+15.0%)
-1.97
est: 1.28 (-254.5%)
2.15
est: 1.77 (+21.8%)
2.19
est: 2.13 (+2.8%)
4.41
est: 4.39 (+0.6%)
2.45
est: 2.17 (+12.7%)
0.97
est: 2.76 (-64.8%)
2.97
2.95 – 2.99
+7.9% YoY
3.26
3.23 – 3.28
+9.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B- 3/5 4/5 2/5 2/5 3/5 1/5 3/5
2026-05-27 B- 3/5 4/5 2/5 2/5 3/5 1/5 3/5
2026-05-26 B- 3/5 4/5 2/5 2/5 3/5 1/5 3/5
2026-05-22 B 3/5 4/5 2/5 3/5 3/5 1/5 3/5
2026-05-21 B- 3/5 4/5 2/5 2/5 3/5 1/5 3/5
2026-05-20 B- 3/5 4/5 2/5 2/5 3/5 1/5 3/5
2026-05-19 B 3/5 4/5 2/5 3/5 3/5 1/5 3/5
2026-05-18 B 3/5 4/5 2/5 3/5 3/5 1/5 3/5
2026-05-15 B- 3/5 3/5 2/5 3/5 3/5 1/5 3/5
2026-05-14 B- 3/5 3/5 2/5 3/5 3/5 1/5 3/5
2026-05-13 B- 2/5 3/5 2/5 2/5 3/5 1/5 3/5
2026-05-12 B- 2/5 3/5 2/5 2/5 3/5 1/5 3/5
2026-05-11 B- 2/5 3/5 2/5 2/5 3/5 1/5 3/5
2026-05-08 B- 3/5 3/5 2/5 3/5 3/5 1/5 3/5
2026-05-07 B- 3/5 3/5 2/5 3/5 3/5 1/5 3/5
2026-05-06 B- 3/5 3/5 2/5 3/5 3/5 1/5 3/5
2026-05-05 B- 3/5 3/5 2/5 3/5 3/5 1/5 3/5
2026-05-04 B- 3/5 3/5 2/5 3/5 3/5 1/5 3/5
2026-05-01 B- 2/5 3/5 2/5 3/5 2/5 1/5 3/5
2026-04-30 B- 2/5 3/5 2/5 3/5 2/5 1/5 3/5
2026-04-29 B- 2/5 3/5 2/5 3/5 2/5 1/5 3/5
2026-04-28 B- 2/5 3/5 2/5 3/5 2/5 1/5 3/5
2026-04-27 B- 2/5 3/5 2/5 3/5 2/5 1/5 3/5
2026-04-24 B- 2/5 3/5 2/5 3/5 2/5 1/5 3/5
2026-04-23 B- 3/5 4/5 2/5 3/5 2/5 1/5 3/5
2026-04-22 B- 3/5 4/5 2/5 3/5 2/5 1/5 3/5
2026-04-21 B 3/5 4/5 2/5 4/5 2/5 1/5 3/5
2026-04-20 B 3/5 4/5 2/5 4/5 2/5 1/5 3/5
2026-04-17 B 3/5 4/5 2/5 4/5 2/5 1/5 3/5
2026-04-16 B 3/5 4/5 2/5 4/5 2/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
13.37M
OE per share TTM
2.51
Owner's Yield
7.38%
Maintenance CapEx ratio
11.51%
Maint CapEx / Avg PPE
32.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
78
Total invested
76.35M
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
78
+5 vs prev Q
New positions
9
Closed positions
4
Increased
22
Reduced
33
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 JANNEY MONTGOMERY SCOTT LLC 318.4K -12.6K (-3.8%) 11.10M +107.0K (+1.0%) 6.32% -0.268 pp 0.03% -0.001 pp USD23.73 +46.9% 49 qtrs
2 BLACKROCK, INC. 254.3K +10.7K (+4.4%) 8.86M +775.2K (+9.6%) 5.05% +0.199 pp 0.00% +0.000 pp USD28.94 +20.5% 6 qtrs
3 ALLIANCEBERNSTEIN L.P. 249.9K -11.6K (-4.4%) 8.71M +26.0K (+0.3%) 4.96% -0.245 pp 0.00% +0.000 pp USD22.53 +54.7% 12 qtrs
4 VANGUARD GROUP INC 249.3K +3.2K (+1.3%) 8.69M +517.6K (+6.3%) 4.95% +0.050 pp 0.00% +0.000 pp USD31.16 +11.9% 45 qtrs
5 M3F, INC. 164.0K +— (+0.0%) 5.72M +271.0K (+5.0%) 3.27% +0.005 pp 1.57% +0.027 pp USD28.50 +22.3% 5 qtrs
6 MANUFACTURERS LIFE INSURANCE COMPANY, THE 157.3K -4.4K (-2.7%) 5.48M +112.8K (+2.1%) 3.14% -0.083 pp 0.00% +0.000 pp USD23.17 +50.5% 19 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 106.0K +386.0 (+0.4%) 3.70M +187.7K (+5.4%) 2.10% +0.002 pp 0.00% +0.000 pp USD27.35 +27.5% 36 qtrs
8 BRIDGEWAY CAPITAL MANAGEMENT, LLC 67.8K +— (+0.0%) 2.36M +111.9K (+5.0%) 1.35% -0.004 pp 0.05% +0.002 pp USD25.26 +38.0% 36 qtrs
9 WALDRON PRIVATE WEALTH LLC 60.3K +— (+0.0%) 2.10M +99.5K (+5.0%) 1.20% -0.003 pp 0.08% +0.002 pp USD27.22 +28.1% 37 qtrs
10 RENAISSANCE TECHNOLOGIES LLC 56.9K -3.3K (-5.5%) 1.98M -16.5K (-0.8%) 1.13% -0.069 pp 0.00% +0.000 pp USD25.63 +36.0% 31 qtrs
11 STATE STREET CORP 50.7K +3.3K (+7.0%) 1.77M +194.2K (+12.4%) 1.01% +0.064 pp 0.00% +0.000 pp USD28.22 +23.5% 23 qtrs
12 EMPOWERED FUNDS, LLC 36.8K +— (+0.0%) 1.28M +60.8K (+5.0%) 0.73% -0.002 pp 0.01% -0.002 pp USD22.60 +54.2% 11 qtrs
13 DIMENSIONAL FUND ADVISORS LP 36.5K +1.4K (+4.1%) 1.27M +107.7K (+9.2%) 0.73% +0.030 pp 0.00% +0.000 pp USD26.29 +32.6% 14 qtrs
14 DE LISLE PARTNERS LLP 34.1K +— (+0.0%) 1.18M +47.7K (+4.2%) 0.68% +0.001 pp 0.15% +0.013 pp USD23.21 +50.2% 8 qtrs
15 S&T BANK/PA 33.6K +— (+0.0%) 1.17M +55.5K (+5.0%) 0.67% +0.001 pp 0.37% +0.057 pp USD28.58 +22.0% 50 qtrs
16 BRYN MAWR TRUST CO 33.6K +— (+0.0%) 1.17M +55.5K (+5.0%) 0.67% -0.002 pp 0.03% +0.002 pp USD27.96 +24.7% 6 qtrs
17 NORTHERN TRUST CORP 32.2K -2.7K (-7.6%) 1.12M -35.3K (-3.0%) 0.64% -0.052 pp 0.00% +0.000 pp USD27.06 +28.8% 23 qtrs
18 ENDEAVOUR CAPITAL ADVISORS INC 26.8K -24.9K (-48.2%) 935.9K -783.9K (-45.6%) 0.54% -0.496 pp 0.26% -0.260 pp USD23.89 +45.9% 27 qtrs
19 GOLDMAN SACHS GROUP INC 24.8K +7.2K (+40.7%) 865.2K +279.4K (+47.7%) 0.49% +0.142 pp 0.00% +0.000 pp USD33.69 +3.5% 5 qtrs
20 ACADIAN ASSET MANAGEMENT LLC 22.2K -705.0 (-3.1%) 769.0K +13.0K (+1.7%) 0.44% -0.015 pp 0.00% 0.000 pp USD31.18 +11.8% 32 qtrs
21 SALZHAUER MICHAEL 18.9K +— (+0.0%) 659.0K +31.2K (+5.0%) 0.38% -0.001 pp 0.27% -0.032 pp USD25.08 +39.0% 37 qtrs
22 AMERICAN CENTURY COMPANIES INC 16.4K -1.3K (-7.6%) 571.3K -17.7K (-3.0%) 0.33% -0.026 pp 0.00% +0.000 pp USD23.52 +48.2% 18 qtrs
23 STIFEL FINANCIAL CORP 15.5K -25.0 (-0.2%) 540.4K +24.8K (+4.8%) 0.31% +0.000 pp 0.00% +0.000 pp USD21.96 +58.7% 44 qtrs
24 BARCLAYS PLC 14.6K +6.2K (+74.1%) 508.2K +274.0K (+117.1%) 0.29% +0.123 pp 0.00% +0.000 pp USD29.61 +17.7% 31 qtrs
25 WESBANCO BANK INC 13.3K +2.4K (+21.9%) 463.9K +101.5K (+28.0%) 0.26% +0.047 pp 0.01% +0.003 pp USD24.42 +42.8% 20 qtrs
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13.3K -348.0 (-2.6%) 463.5K +10.4K (+2.3%) 0.27% -0.007 pp 0.00% +0.000 pp USD28.50 +22.3% 3 qtrs
27 HBK SORCE ADVISORY LLC 10.6K +10.6K (+100.0%) 395.5K +395.5K (+100.0%) 0.21% +0.211 pp 0.01% +0.009 pp USD34.86 +0.0% 1 qtrs NEW
28 AMERIPRISE FINANCIAL INC 11.3K +— (+0.0%) 393.6K +18.6K (+5.0%) 0.23% +0.000 pp 0.00% +0.000 pp USD28.58 +22.0% 5 qtrs
29 BANK OF NEW YORK MELLON CORP 10.5K -585.0 (-5.3%) 367.2K -2.1K (-0.6%) 0.21% -0.012 pp 0.00% +0.000 pp USD28.63 +21.8% 3 qtrs
30 MORGAN STANLEY 10.4K +1.3K (+14.6%) 362.1K +61.1K (+20.3%) 0.21% +0.026 pp 0.00% +0.000 pp USD27.07 +28.8% 45 qtrs
31 FOURTHSTONE LLC 10.0K +100.0 (+1.0%) 348.8K +19.8K (+6.0%) 0.20% +0.002 pp 0.07% +0.006 pp USD28.52 +22.2% 6 qtrs
32 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 9.8K -785.0 (-7.4%) 340.4K -10.0K (-2.8%) 0.19% -0.016 pp 0.00% 0.000 pp USD33.21 +5.0% 5 qtrs
33 BANK OF AMERICA CORP /DE/ 9.0K +4.0K (+79.1%) 314.4K +147.2K (+88.0%) 0.18% +0.079 pp 0.00% +0.000 pp USD31.78 +9.7% 31 qtrs
34 NUVEEN, LLC 8.1K +— (+0.0%) 282.6K +13.4K (+5.0%) 0.16% 0.000 pp 0.00% +0.000 pp USD28.50 +22.3% 3 qtrs
35 CITADEL ADVISORS LLC 8.0K -582.0 (-6.8%) 278.7K -6.1K (-2.2%) 0.16% -0.012 pp 0.00% +0.000 pp USD28.80 +21.0% 4 qtrs
36 LOS ANGELES CAPITAL MANAGEMENT LLC 7.8K +— (+0.0%) 249.3K -8.8K (-3.4%) 0.15% 0.000 pp 0.00% +0.000 pp USD33.21 +5.0% 2 qtrs
37 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 6.1K +— (+0.0%) 211.9K +10.0K (+5.0%) 0.12% 0.000 pp 0.00% +0.000 pp USD21.43 +62.7% 13 qtrs
38 WELLS FARGO & COMPANY/MN 5.1K +1.6K (+46.2%) 177.7K +61.9K (+53.5%) 0.10% +0.032 pp 0.00% +0.000 pp USD30.73 +13.4% 34 qtrs
39 FIFTH THIRD BANCORP 4.7K +— (+0.0%) 162.1K +7.7K (+5.0%) 0.09% 0.000 pp 0.00% +0.000 pp USD19.46 +79.1% 45 qtrs
40 DEUTSCHE BANK AG\ 3.7K +830.0 (+28.7%) 129.6K +33.7K (+35.1%) 0.07% +0.017 pp 0.00% +0.000 pp USD33.58 +3.8% 2 qtrs
41 JPMORGAN CHASE & CO 3.6K -599.0 (-14.2%) 125.8K -13.9K (-10.0%) 0.07% -0.012 pp 0.00% +0.000 pp USD30.46 +14.4% 4 qtrs
42 RHUMBLINE ADVISERS 3.3K -1.3K (-28.2%) 116.3K -38.0K (-24.7%) 0.07% -0.026 pp 0.00% +0.000 pp USD28.50 +22.3% 3 qtrs
43 METLIFE INVESTMENT MANAGEMENT, LLC 2.9K +— (+0.0%) 102.2K +4.8K (+5.0%) 0.06% +0.000 pp 0.00% +0.000 pp USD28.50 +22.3% 3 qtrs
44 UBS GROUP AG 2.2K -5.3K (-70.8%) 76.0K -172.2K (-69.4%) 0.04% -0.106 pp 0.00% +0.000 pp USD30.59 +14.0% 31 qtrs
45 NEW YORK STATE COMMON RETIREMENT FUND 2.1K +— (+0.0%) 73.2K +3.5K (+5.0%) 0.04% 0.000 pp 0.00% +0.000 pp USD28.50 +22.3% 3 qtrs
46 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 2.1K -35.0 (-1.7%) 72.4K +2.3K (+3.2%) 0.04% -0.001 pp 0.00% +0.000 pp USD28.50 +22.3% 3 qtrs
47 ROCKEFELLER CAPITAL MANAGEMENT L.P. 1.6K +— (+0.0%) 54.9K +2.6K (+5.0%) 0.03% 0.000 pp 0.00% +0.000 pp USD33.21 +5.0% 2 qtrs
48 BNP PARIBAS ARBITRAGE, SNC 1.1K -195.0 (-14.5%) 40.0K -4.6K (-10.3%) 0.02% -0.004 pp 0.00% +0.000 pp USD30.57 +14.0% 31 qtrs
49 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 1.1K +— (+0.0%) 36.8K +1.7K (+5.0%) 0.02% +0.000 pp 0.00% +0.000 pp USD28.50 +22.3% 3 qtrs
50 HAZLETT, BURT & WATSON, INC. 958.00 +958.0 (+100.0%) 33.0K +33.0K (+100.0%) 0.02% +0.019 pp 0.01% +0.011 pp USD34.86 +0.0% 1 qtrs NEW
51 CWM, LLC 916.00 +49.0 (+5.7%) 32.0K +3.0K (+10.3%) 0.02% +0.001 pp 0.00% +0.000 pp USD27.52 +26.7% 17 qtrs
52 ADVISOR GROUP HOLDINGS, INC. 733.00 +733.0 (+100.0%) 25.6K +25.6K (+100.0%) 0.01% +0.015 pp 0.00% +0.000 pp USD34.86 +0.0% 1 qtrs NEW
53 AMERITAS INVESTMENT PARTNERS, INC. 476.00 +— (+0.0%) 16.6K +785.0 (+5.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD28.50 +22.3% 3 qtrs
54 LEGAL & GENERAL GROUP PLC 420.00 +— (+0.0%) 14.6K +693.0 (+5.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD28.50 +22.3% 3 qtrs
55 RUSSELL INVESTMENTS GROUP, LTD. 414.00 -133.0 (-24.3%) 14.4K -3.7K (-20.6%) 0.01% -0.003 pp 0.00% +0.000 pp USD33.21 +5.0% 2 qtrs
56 TOWER RESEARCH CAPITAL LLC (TRC) 317.00 -381.0 (-54.6%) 11.1K -12.1K (-52.3%) 0.01% -0.008 pp 0.00% 0.000 pp USD33.17 +5.1% 4 qtrs
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 279.00 -12.0 (-4.1%) 9.7K +62.0 (+0.6%) 0.01% 0.000 pp 0.00% +0.000 pp USD28.50 +22.3% 3 qtrs
58 STERLING CAPITAL MANAGEMENT LLC 262.00 -52.0 (-16.6%) 9.1K -1.3K (-12.4%) 0.01% -0.001 pp 0.00% +0.000 pp USD31.32 +11.3% 3 qtrs
59 WHITTIER TRUST CO 170.00 +— (+0.0%) 5.9K +230.0 (+4.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD33.21 +5.0% 2 qtrs
60 AMALGAMATED BANK 143.00 -16.0 (-10.1%) 5.0K +— (+0.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD28.50 +22.3% 3 qtrs
61 FEDERATED HERMES, INC. 118.00 +118.0 (+100.0%) 4.1K +4.1K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD34.86 +0.0% 1 qtrs NEW
62 CITIGROUP INC 106.00 +53.0 (+100.0%) 3.7K +1.9K (+110.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD31.64 +10.2% 6 qtrs
63 FARTHER FINANCE ADVISORS, LLC 75.00 +75.0 (+100.0%) 2.6K +2.6K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD34.85 +0.0% 1 qtrs NEW
64 GLEN EAGLE ADVISORS, LLC 75.00 +— (+0.0%) 2.6K +124.0 (+5.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD24.07 +44.8% 17 qtrs
65 GAMMA INVESTING LLC 55.00 +32.0 (+139.1%) 1.9K +1.2K (+150.9%) 0.00% +0.001 pp 0.00% +0.000 pp USD34.15 +2.1% 2 qtrs
66 ROYAL BANK OF CANADA 41.00 -1.0 (-2.4%) 1.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.46 +22.5% 3 qtrs
67 ROBLE, BELKO & COMPANY, INC 22.00 +— (+0.0%) 1.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD33.18 +5.1% 2 qtrs
68 IFP ADVISORS, INC 18.00 +10.0 (+125.0%) 627.00 +361.0 (+135.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD34.06 +2.3% 2 qtrs
69 PNC FINANCIAL SERVICES GROUP, INC. 15.00 +15.0 (+100.0%) 523.00 +523.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD34.80 +0.2% 1 qtrs NEW
70 EVERSOURCE WEALTH ADVISORS, LLC 6.00 +3.0 (+100.0%) 209.00 +109.0 (+109.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD33.83 +3.0% 2 qtrs
71 FMR LLC 4.00 -6.0 (-60.0%) 139.00 -193.0 (-58.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD33.00 +5.6% 2 qtrs
72 ROTHSCHILD INVESTMENT LLC 1.00 +1.0 (+100.0%) 35.00 +35.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD34.00 +2.5% 1 qtrs NEW
73 ALLWORTH FINANCIAL LP 1.00 -1.0 (-50.0%) 35.00 -32.0 (-47.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD33.00 +5.6% 2 qtrs
74 SRS CAPITAL ADVISORS, INC. -74.0 (-100.0%) -2.5K (-100.0%) 0.00% -0.002 pp 0.00% +0.000 pp USD 2 qtrs SOLD
75 GSA CAPITAL PARTNERS LLP -8.1K (-100.0%) -269.0K (-100.0%) 0.00% -0.161 pp 0.00% -0.022 pp USD 2 qtrs SOLD
76 TRUE WEALTH DESIGN, LLC -1.0 (-100.0%) -34.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 59 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.05% 932.7K 0.47%
2 iShares Micro-Cap ETF IWC 0.04% 593.4K 0.60%
3 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.02% 247.1K 0.20%
4 iShares Russell 2000 Value ETF IWN 0.01% 1.75M 0.24%
5 Vanguard Russell 2000 Value ETF VTWV 0.01% 130.0K 0.06%
6 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.01% 158.4K 0.30%
7 Invesco Russell 2000 UCITS ETF RTYS.L 0.01% 17.4K 0.25%
8 Global X - Russell 2000 ETF RSSL 0.01% 79.9K 0.08%
9 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.00% 13.8K 0.39%
10 Vanguard Russell 2000 ETF VTWO 0.00% 822.9K 0.06%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.79
Neutral
Ratio by volume
3.00
Bullish
Buys
19
Sells
24
Shares acquired
23.9K
Shares disposed
7.4K
Cash buys
Cash sales
15.00
Net activity
+16,574
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
2026-03-05 Cobain Stephen Officer M-Exempt A Common Stock 1,792 22.12 39.6K 6,105 D
2026-02-23 Engles Amanda L Officer S-Sale D Common Stock 6 33.92 203.52 2,054 D
2026-02-23 Cobain Stephen Officer S-Sale D Common Stock 15 33.80 507.00 4,327 D
2026-02-20 Sharp Bruce A. Officer F-InKind D Common Stock 2,920 34.17 99.8K 6,787 D
2026-02-17 Sharp Bruce A. Officer F-InKind D Common Stock 204 36.83 7.5K 5,597 D
2026-02-17 GEORGE JENNIFER L Officer F-InKind D Common Stock 345 36.83 12.7K 13,140 D
2026-02-16 Sharp Bruce A. Officer A-Award A Common Stock 1,525 0.00 5,801 D
2026-02-16 SWIATEK JOHN Director A-Award A Common Stock 750 0.00 12,244 D
2026-02-16 Pollock David F. Director A-Award A Common Stock 750 0.00 48,780 D
2026-02-16 Olejasz Roberta Robinson Director A-Award A Common Stock 750 0.00 13,264 D
2026-02-16 Montgomery John Haines Director / Officer A-Award A Common Stock 3,975 0.00 39,037 D
2026-02-16 LaCarte John J Director A-Award A Common Stock 750 0.00 46,920 D
2026-02-16 Guthrie Charles R. Director A-Award A Common Stock 750 0.00 17,845 D
2026-02-16 GEORGE JENNIFER L Officer A-Award A Common Stock 1,325 0.00 13,485 D
2026-02-16 Fox Mark E. Director A-Award A Common Stock 750 0.00 13,164 D
2026-02-16 Engles Amanda L Officer A-Award A Common Stock 1,325 0.00 2,108 D
2026-02-16 Cobain Stephen Officer A-Award A Common Stock 1,375 0.00 4,453 D
2026-02-16 Burchianti Ralph Director / Officer A-Award A Common Stock 750 0.00 79,723 D
2026-02-16 Bedway Jonathan Director A-Award A Common Stock 750 0.00 20,749 D
2026-02-06 Guthrie Charles R. Director M-Exempt A Common Stock 1,115 30.75 34.3K 18,709 D
2025-12-26 Cobain Stephen Officer F-InKind D Common Stock 39 35.25 1.4K 3,078 D
2025-12-19 GEORGE JENNIFER L Officer F-InKind D Common Stock 125 36.39 4.5K 12,160 D
2025-12-09 Montgomery John Haines Director / Officer M-Exempt A Common Stock 4,500 18.60 83.7K 35,062 D
2025-11-18 Sharp Bruce A. Officer P-Purchase A Common Stock 1,000 32.80 32.8K 1,000 I
2025-09-17 GEORGE JENNIFER L Officer S-Sale D Common Stock 22 33.17 729.74 14,585 D
2025-09-09 Sharp Bruce A. Officer Common Stock 0 0.00 4,276 D
2025-07-30 LaCarte John J Director S-Sale D Common Stock 105 33.20 3.5K 46,698 D
2025-07-24 Burchianti Ralph Director / Officer M-Exempt A Common Stock 2,500 22.25 55.6K 78,973 D
2025-05-28 SWIATEK JOHN Director P-Purchase A Common Stock 1,200 28.80 34.6K 7,534 I
2025-05-13 SWIATEK JOHN Director M-Exempt D Stock Options 2,500 22.25 55.6K 0 D
2025-04-25 SWIATEK JOHN Director M-Exempt A Common Stock 2,500 0.00 13,994 D
2025-02-25 Engles Amanda L Officer F-InKind D Common Stock 22 27.77 610.84 783 D
2025-02-16 SWIATEK JOHN Director A-Award A Common Stock 1,000 0.00 11,494 D
2025-02-16 Pollock David F. Director A-Award A Common Stock 1,000 0.00 48,030 D
2025-02-16 Olejasz Roberta Robinson Director A-Award A Common Stock 1,000 0.00 12,500 D
2025-02-16 Montgomery John Haines Director / Officer A-Award A Common Stock 2,415 0.00 30,562 D
2025-02-16 LaCarte John J Director A-Award A Common Stock 1,000 0.00 46,118 D
2025-02-16 Guthrie Charles R. Director A-Award A Common Stock 1,000 0.00 16,194 D
2025-02-16 GEORGE JENNIFER L Officer F-InKind D Common Stock 251 30.62 7.7K 8,782 D
2025-02-16 Fox Mark E. Director A-Award A Common Stock 1,000 0.00 12,414 D
2025-02-16 Engles Amanda L Officer Stock Options 2,210 22.12 48.9K 0 D
2025-02-16 Cobain Steven Officer Stock Options 4,480 22.12 99.1K 0 D
2025-02-16 Cobain Stephen Officer Stock Options 4,480 22.12 99.1K 0 D
2025-02-16 Burchianti Ralph Director / Officer A-Award A Common Stock 1,335 0.00 76,473 D
2025-02-16 Bedway Jonathan Director A-Award A Common Stock 1,000 0.00 19,999 D
2025-02-07 LaCarte John J Director M-Exempt A Common Stock 1,000 26.45 26.5K 45,118 D
2025-02-04 Engles Amanda L Officer Common Stock 0 0.00 480 D
2024-12-20 Pollock David F. Director M-Exempt A Common Stock 5,000 22.25 111.3K 47,030 D
2024-12-18 GEORGE JENNIFER L Officer F-InKind D Common Stock 258 31.22 8.1K 9,033 D
2024-12-16 Fox Mark E. Director M-Exempt A Common Stock 5,000 22.25 111.3K 14,952 D
2024-12-09 LaCarte John J Director M-Exempt A Common Stock 1,115 30.75 34.3K 40,515 D
2024-12-09 Fox Mark E. Director P-Purchase A Common Stock 58 33.35 1.9K 783 I
2024-12-09 Cobain Stephen Officer S-Sale D Common Stock 38 33.29 1.3K 1,942 D
2024-12-06 Guthrie Charles R. Director S-Sale D Common Stock 3,415 32.63 111.4K 15,194 D
2024-07-15 Cobain Steven Officer Common Stock 0 0.00 1,980 D
2024-07-15 Cobain Stephen Officer Common Stock 0 0.00 1,980 D
2024-02-16 Sharp Bruce A. Officer Stock Options 1,920 22.01 42.3K 0 D
2024-02-16 SWIATEK JOHN Director A-Award A Common Stock 1,000 0.00 10,494
2024-02-16 Prah Jamie L Officer A-Award A Stock Options 0 22.12 4,760
2024-02-16 Pollock David F. Director A-Award A Common Stock 1,000 0.00 42,030
2024-02-16 Olejasz Roberta Robinson Director A-Award A Common Stock 1,000 0.00 11,500
2024-02-16 Montgomery John Haines Director / Officer A-Award A Common Stock 3,000 0.00 28,147
2024-02-16 LaCarte John J Director A-Award A Common Stock 1,000 0.00 39,000
2024-02-16 Guthrie Charles R. Director A-Award A Common Stock 1,000 0.00 13,272
2024-02-16 GEORGE JENNIFER L Officer A-Award A Common Stock 1,080 0.00 9,291
2024-02-16 Fox Mark E. Director A-Award A Common Stock 1,000 0.00 9,952
2024-02-16 Burchianti Ralph Director / Officer A-Award A Stock Options 0 22.12 5,870
2024-02-16 Bedway Jonathan Director A-Award A Common Stock 1,000 0.00 18,999
2023-12-20 Montgomery John Haines Director / Officer A-Award A Stock Options 0 24.03 10,000
2023-12-15 Fox Mark E. Director P-Purchase A Common Stock 168 23.80 4.0K 168
2023-12-14 GEORGE JENNIFER L Officer F-InKind D Common Stock 289 23.82 6.9K 8,211
2023-11-30 Cobain Stephen Officer Stock Options 5,000 22.48 112.4K 0 D
2023-06-05 LaCarte John J Director P-Purchase A Common Stock 7,700 18.80 144.8K 7,700
2023-05-16 Guthrie Charles R. Director P-Purchase A Common Stock 200 19.00 3.8K 6,853
2023-05-11 Guthrie Charles R. Director P-Purchase A Common Stock 203 19.00 3.9K 6,653
2023-05-08 Montgomery John Haines Director / Officer P-Purchase A Common Stock 1,500 18.65 28.0K 21,550
2023-03-17 Baily Karl G. Director P-Purchase A Common Stock 1,800 22.75 41.0K 4,027
2023-02-16 Sharp Bruce A. Officer Stock Options 1,920 22.01 42.3K 0 D
2023-02-16 SWIATEK JOHN Director A-Award A Common Stock 1,000 0.00 9,494
2023-02-16 Prah Jamie L Officer A-Award A Stock Options 3,100 22.01 68.2K 3,100
2023-02-16 Pollock David F. Director A-Award A Common Stock 1,000 0.00 41,030
2023-02-16 PETROPLUS WILLIAM G Director A-Award A Common Stock 1,000 0.00 12,191
2023-02-16 Olejasz Roberta Robinson Director A-Award A Common Stock 1,000 0.00 10,500
2023-02-16 Montgomery John Haines Director / Officer A-Award A Stock Options 8,500 22.01 187.1K 8,500
2023-02-16 LaCarte John J Director A-Award A Common Stock 1,000 0.00 38,000
2023-02-16 Headlee Joseph N. Director A-Award A Common Stock 1,000 0.00 25,270
2023-02-16 Guthrie Charles R. Director A-Award A Common Stock 1,000 0.00 11,925
2023-02-16 GEORGE JENNIFER L Officer A-Award A Common Stock 900 0.00 8,500
2023-02-16 Fox Mark E. Director A-Award A Common Stock 1,000 0.00 8,952
2023-02-16 Burchianti Ralph Director / Officer A-Award A Common Stock 850 0.00 73,858
2023-02-16 Boyer Richard B Director A-Award A Stock Options 2,000 22.01 44.0K 2,000
2023-02-16 Bedway Jonathan Director A-Award A Common Stock 1,000 0.00 17,999
2023-02-16 Baily Karl G. Director A-Award A Common Stock 1,000 0.00 20,067
2023-02-07 Sharp Bruce A. Officer Stock Options 4,800 25.56 122.7K 0 D
2022-12-22 Baily Karl G. Director G-Gift A Common Stock 37 0.00 19,067
2022-12-14 Boyer Richard B Director S-Sale D Common Stock 205 21.31 4.4K 7,312
2022-12-13 Fox Mark E. Director P-Purchase A Common Stock 250 22.79 5.7K 6,503
2022-12-06 Montgomery John Haines Officer M-Exempt D Stock Options 3,000 0.00 9,000
2022-08-19 Olejasz Roberta Robinson Director P-Purchase A Common Stock 1,000 22.24 22.2K 9,500
2022-03-03 Baily Karl G. Director P-Purchase A Common Stock 500 25.80 12.9K 19,030
2022-02-16 SWIATEK JOHN Director A-Award A Common Stock 1,000 0.00 8,494
2022-02-16 Prah Jamie L Officer A-Award A Common Stock 1,100 0.00 16,803
2022-02-16 Pollock David F. Director A-Award A Common Stock 1,000 0.00 40,030
2022-02-16 PETROPLUS WILLIAM G Director A-Award A Common Stock 1,000 0.00 11,191
2022-02-16 Olejasz Roberta Robinson Director A-Award A Common Stock 1,000 0.00 8,500
2022-02-16 Montgomery John Haines Director / Officer A-Award A Stock Options 10,000 26.25 262.5K 10,000
2022-02-16 LaCarte John J Director A-Award A Common Stock 1,000 0.00 37,000
2022-02-16 Headlee Joseph N. Director A-Award A Common Stock 1,000 0.00 23,520
2022-02-16 Guthrie Charles R. Director A-Award A Common Stock 1,000 0.00 10,652
2022-02-16 GEORGE JENNIFER L Officer A-Award A Stock Options 4,400 26.25 115.5K 4,400
2022-02-16 Fox Mark E. Director A-Award A Common Stock 1,000 0.00 7,952
2022-02-16 Burchianti Ralph Officer A-Award A Stock Options 5,200 26.25 136.5K 5,200
2022-02-16 Boyer Richard B Director A-Award A Stock Options 2,000 26.25 52.5K 2,000
2022-02-16 Bedway Jonathan Director A-Award A Common Stock 1,000 0.00 16,999
2022-02-16 Baily Karl G. Director A-Award A Common Stock 1,000 0.00 18,030
2022-02-07 Sharp Bruce A. Officer Stock Options 4,800 25.56 122.7K 0 D
2022-02-01 Burchianti Ralph Director / Officer M-Exempt A Common Stock 7,500 22.25 166.9K 71,708
2021-12-16 Prah Jamie L Officer M-Exempt A Common Stock 2,000 23.60 47.2K 15,703
2021-12-15 Fox Mark E. Director / Officer P-Purchase A Common Stock 55 24.21 1.3K 725
2021-12-14 Boyer Richard B Director F-InKind D Common Stock 145 23.88 3.5K 7,017
2021-09-17 Guthrie Charles R. Director P-Purchase A Common Stock 140 23.09 3.2K 9,593
2021-09-13 Montgomery John Haines Director / Officer M-Exempt A Common Stock 3,000 18.60 55.8K 12,600
2021-09-08 Guthrie Charles R. Director P-Purchase A Common Stock 400 23.13 9.3K 6,450
2021-06-18 Olejasz Roberta Robinson Director P-Purchase A Common Stock 798 21.83 17.4K 798
2021-02-25 Montgomery John Haines Director / Officer P-Purchase A Common Stock 51 20.67 1.1K 100
2021-02-25 Fox Mark E. Director P-Purchase A Common Stock 165 20.66 3.4K 6,003
2020-12-17 LaCarte John J Director P-Purchase A Common Stock 150 20.50 3.1K 36,000
2020-12-14 Sommers Ralph J. Jr. Director A-Award A Common Stock 750 0.00 22,500
2020-12-14 SWIATEK JOHN Director A-Award A Common Stock 750 0.00 7,494
2020-12-14 Prah Jamie L Officer A-Award A Common Stock 2,000 0.00 13,703
2020-12-14 Pollock David F. Director A-Award A Common Stock 750 0.00 39,030
2020-12-14 PETROPLUS WILLIAM G Director A-Award A Common Stock 750 0.00 10,191
2020-12-14 Olejasz Roberta Robinson Director A-Award A Common Stock 750 0.00 6,368
2020-12-14 Montgomery John Haines Director / Officer A-Award A Common Stock 2,500 0.00 9,600
2020-12-14 McCune Barron P. Jr. A-Award A Common Stock 1,000 0.00 56,775
2020-12-14 LaCarte John J Director A-Award A Common Stock 750 0.00 35,850
2020-12-14 Headlee Joseph N. Director A-Award A Common Stock 750 0.00 22,520
2020-12-14 Guthrie Charles R. Director A-Award A Common Stock 750 0.00 9,201
2020-12-14 Groves William C Director A-Award A Common Stock 750 0.00 18,199
2020-12-14 GEORGE JENNIFER L Officer A-Award A Common Stock 2,000 0.00 6,500
2020-12-14 Fox Mark E. Director A-Award A Common Stock 750 0.00 6,952
2020-12-14 Burchianti Ralph Officer A-Award A Common Stock 2,000 0.00 64,208
2020-12-14 Boyer Richard B Director F-InKind D Common Stock 121 20.38 2.5K 7,412
2020-12-14 Bedway Jonathan Director A-Award A Common Stock 750 0.00 15,999
2020-12-14 Baily Karl G. Director A-Award A Common Stock 750 0.00 17,030
2020-12-11 LaCarte John J Director P-Purchase A Common Stock 942 20.99 19.8K 85,000
2020-11-19 Baily Karl G. Director P-Purchase A Common Stock 640 22.50 14.4K 1,108
2020-11-13 Baily Karl G. Director L-Small A Common Stock 3 22.00 66.00 460 I
2020-11-09 Baily Karl G. Director L-Small A Common Stock 57 22.00 1.3K 457 I
2020-11-06 Baily Karl G. Director L-Small A Common Stock 227 19.80 4.5K 2,077
2020-09-23 LaCarte John J Director P-Purchase A Common Stock 10,160 19.00 193.0K 84,058
2020-09-22 LaCarte John J Director P-Purchase A Common Stock 5,740 19.00 109.1K 73,898
2020-09-21 LaCarte John J Director P-Purchase A Common Stock 7,858 18.98 149.2K 68,158
2020-09-15 Montgomery John Haines Director / Officer P-Purchase A Common Stock 2,100 19.72 41.4K 7,100
2020-09-02 LaCarte John J Director P-Purchase A Common Stock 5,800 18.91 109.7K 60,300
2020-08-31 Montgomery John Haines Director / Officer D Common Stock 0 0.00 0
2020-08-31 Headlee Joseph N. Director P-Purchase A Common Stock 2,500 18.76 46.9K 2,500
2020-08-21 LaCarte John J Director P-Purchase A Common Stock 11,500 18.25 209.9K 54,500
2020-08-20 LaCarte John J Director P-Purchase A Common Stock 12,000 18.25 219.0K 43,000
2020-08-19 Guthrie Charles R. Director P-Purchase A Common Stock 1,500 18.50 27.8K 8,387
2020-08-18 Fox Mark E. Director P-Purchase A Common Stock 670 18.51 12.4K 670
2020-08-17 LaCarte John J Director P-Purchase A Common Stock 200 18.50 3.7K 35,100
2020-05-13 LaCarte John J Director P-Purchase A Common Stock 1,000 22.00 22.0K 31,000
2020-05-12 LaCarte John J Director P-Purchase A Common Stock 144 23.75 3.4K 28,800
2020-05-11 LaCarte John J Director P-Purchase A Common Stock 150 24.00 3.6K 34,900
2020-05-07 Pollock David F. Director P-Purchase A Common Stock 1,000 22.90 22.9K 38,280
2020-05-06 PETROPLUS WILLIAM G Director P-Purchase A Common Stock 1,000 22.66 22.7K 1,433
2020-05-06 Fox Mark E. Director P-Purchase A Common Stock 340 22.75 7.7K 5,838
2020-03-19 Bedway Jonathan Director P-Purchase A Common Stock 3,000 19.00 57.0K 15,249
2020-03-18 Guthrie Charles R. Director P-Purchase A Common Stock 233 19.36 4.5K 6,050
2020-03-18 Burchianti Ralph Officer P-Purchase A Common Stock 1,000 19.80 19.8K 62,208
2020-03-06 Bedway Jonathan Director P-Purchase A Common Stock 500 26.50 13.3K 12,249
2019-12-14 Sommers Ralph J. Jr. Director A-Award A Common Stock 1,000 0.00 21,750
2019-12-14 SWIATEK JOHN Director A-Award A Common Stock 1,000 0.00 6,744
2019-12-14 Prah Jamie L Officer A-Award A Common Stock 1,500 0.00 11,703
2019-12-14 Pollock David F. Director A-Award A Common Stock 1,000 0.00 37,280
2019-12-14 PETROPLUS WILLIAM G Director A-Award A Common Stock 1,000 0.00 9,441
2019-12-14 Olejasz Roberta Robinson Director A-Award A Common Stock 1,000 0.00 5,618
2019-12-14 OBRIEN PATRICK G Director / Officer A-Award A Common Stock 2,500 0.00 37,101
2019-12-14 LaCarte John J Director A-Award A Common Stock 1,000 0.00 34,750
2019-12-14 Headlee Joseph N. Director A-Award A Common Stock 1,000 0.00 20,270
2019-12-14 Guthrie Charles R. Director A-Award A Common Stock 1,000 0.00 6,746
2019-12-14 GEORGE JENNIFER L Officer A-Award A Common Stock 1,500 0.00 4,500
2019-12-14 Fox Mark E. Director A-Award A Common Stock 1,000 0.00 6,202
2019-12-14 Burchianti Ralph Officer A-Award A Common Stock 1,500 0.00 58,208
2019-12-14 Boyer Richard B Director F-InKind D Common Stock 42 30.44 1.3K 6,533
2019-12-14 Bedway Jonathan Director A-Award A Common Stock 1,000 0.00 11,749
2019-12-14 Baily Karl G. Director A-Award A Common Stock 1,000 0.00 16,280
2019-12-01 Groves William C Director A-Award A Common Stock 1,000 0.00 17,449
2019-11-25 LaCarte John J Director L-Small A Common Stock 38 28.75 1.1K 28,656
2019-11-22 LaCarte John J Director P-Purchase A Common Stock 118 28.50 3.4K 27,618
2019-09-20 LaCarte John J Director P-Purchase A Common Stock 415 26.29 10.9K 27,500
2019-09-19 LaCarte John J Director P-Purchase A Common Stock 35 25.75 901.25 27,035
2019-09-17 LaCarte John J Director P-Purchase A Common Stock 100 25.50 2.6K 27,000
2019-07-31 LaCarte John J Director P-Purchase A Common Stock 500 25.00 12.5K 33,750
2019-06-20 PETROPLUS WILLIAM G Director P-Purchase A Common Stock 1,000 23.60 23.6K 8,441
2019-05-28 Headlee Joseph N. Director P-Purchase A Common Stock 2,000 23.60 47.2K 19,270
2019-05-22 Prah Jamie L Officer A-Award A Common Stock 600 0.00 10,203
2019-05-15 GEORGE JENNIFER L Officer D Common Stock 0 0.00 3,000
2019-05-08 Pollock David F. Director P-Purchase A Common Stock 425 24.75 10.5K 36,280

Executive team

Top executives
EBIT / Employee
33.3K
Shares Outstanding
5.07M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 John H. Montgomery President & Chief Executive Officer 473.9K 73.9K 145.6K 60.4K 753.9K 9.81%
2 2025 James E. Mele Executive Vice President, Director of Specialty Deposits, Payment & Treasury Management Services 285.0K 153.1K 57.1K 30.3K 525.5K 29.13%
3 2025 Bruce A. Sharp Senior Executive Vice President & Chief Commercial Banking Officer 285.0K 24.3K 84.2K 33.6K 427.1K 5.70%
4 2024 John H. Montgomery President & Chief Executive Officer 470.6K 66.4K 66.4K 73.9K 51.3K 728.5K 18.22%
5 2024 Bruce Sharp Senior Executive Vice President & Chief Commercial Banking Officer 282.3K 25.9K 25.8K 36.3K 34.3K 404.6K 12.76%
6 2024 Bruce A. Sharp Senior Executive Vice President & Chief Commercial Banking Officer 282.3K 25.9K 25.8K 36.3K 34.3K 404.6K 12.76%
7 2024 Jennifer L. George Senior Executive Vice President & Chief Operating Officer 259.3K 23.9K 24.0K 47.8K 20.7K 375.6K 12.74%
8 2023 John H. Montgomery President & Chief Executive Officer 449.2K 300.0K 193.1K 94.6K 88.3K 56.9K 1.18M 24.34%
9 2023 Ralph Burchianti Senior Executive Vice President & Chief Credit Officer 301.4K 18.7K 17.1K 56.3K 36.3K 429.8K 8.33%
10 2023 Jennifer L. George Senior Executive Vice President & Chief Operating Officer 252.3K 19.8K 13.9K 47.7K 19.7K 353.5K 9.55%
11 2022 John H. Montgomery President & Chief Executive Officer 435.0K 65.6K 49.7K 56.7K 44.7K 651.8K 17.70%
12 2022 Ralph Burchianti Senior Executive Vice President & Chief Credit Officer 296.2K 34.1K 25.9K 37.1K 25.7K 419.1K 14.32%
13 2022 Jennifer L. George Senior Executive Vice President & Chief Operations Officer 243.4K 28.9K 21.9K 30.5K 30.5K 355.1K 14.30%
14 2022 Jennifer L. George Senior Executive Vice President & Chief Operating Officer 243.4K 28.9K 21.9K 30.5K 30.5K 355.1K 14.30%
15 2021 John H. Montgomery President & Chief Executive Officer 420.0K 133.1K 51.9K 605.0K 0.00%
16 2021 Richard B. Boyer Senior Vice President of Insurance Operations 380.5K 70.2K 56.1K 506.7K 0.00%
17 2021 Ralph Burchianti Senior Executive Vice President & Chief Credit Officer 286.2K 65.2K 25.9K 377.4K 0.00%
18 2021 Jennifer L. George Senior Executive Vice President & Chief Operations Officer 234.0K 20.0K 18.0K 272.0K 0.00%
19 2020 John H. Montgomery President & Chief Executive Officer 264.5K 28.0K 144.0K 31.2K 135.4K 603.1K 29.04%
20 2020 Richard B. Boyer Senior Vice President of Insurance Operations 394.3K 20.4K 34.1K 59.6K 508.4K 4.01%
21 2020 Patrick G. O’Brien Former President & Chief Executive Officer 7.8K 458.1K 465.8K 0.00%
22 2020 Barron P. McCune, Jr. Former President & Chief Executive Officer 284.6K 70.0K 20.4K 31.9K 406.8K 5.01%
23 2020 Ralph Burchianti Senior Executive Vice President & Chief Credit Officer 280.6K 20.0K 40.8K 49.3K 390.7K 10.43%
24 2019 Patrick G. O’Brien Former President & Chief Executive Officer 403.4K 76.1K 35.8K 515.3K 14.77%
25 2019 Richard B. Boyer Senior Vice President of Insurance Operations 345.7K 36.8K 30.4K 48.7K 461.7K 6.59%
26 2019 Ralph Burchianti Senior Executive Vice President & Chief Credit Officer 243.8K 32.9K 45.7K 44.3K 366.6K 12.46%
27 2018 Patrick G. O’Brien President & Chief Executive Officer 365.4K 50.0K 25.5K 45.7K 486.6K 5.23%
28 2018 Patrick G. O’Brien Former President & Chief Executive Officer 365.4K 50.0K 25.5K 45.7K 486.6K 5.23%
29 2018 Barron P. McCune, Jr. Former President & Chief Executive Officer 248.7K 20.0K 135.9K 404.6K 0.00%
30 2018 Barron P. McCune, Jr. Former Executive Consultant and former Chief Executive Officer 248.7K 20.0K 135.9K 404.6K 0.00%
31 2018 Richard B. Boyer Vice President of Insurance Operations 275.3K 25.0K 19.1K 77.1K 396.5K 4.81%
32 2018 Richard B. Boyer Senior Vice President of Insurance Operations 275.3K 25.0K 19.1K 77.1K 396.5K 4.81%
33 2018 Ralph Burchianti Executive Vice President & Chief Credit Officer 236.5K 25.0K 15.3K 31.6K 308.4K 4.95%
34 2018 Ralph Burchianti Senior Executive Vice President & Chief Credit Officer 236.5K 25.0K 15.3K 31.6K 308.4K 4.95%
35 2017 Barron P. McCune, Jr. Former Executive Consultant and former Chief Executive Officer 364.0K 42.0K 23.1K 75.5K 504.5K 4.57%
36 2017 Barron P. McCune, Jr. Vice Chairman & Chief Executive Officer 364.0K 42.0K 23.1K 75.5K 504.5K 4.57%
37 2017 Richard B. Boyer Senior Vice President of Insurance Operations 251.4K 44.2K 23.1K 10.5K 66.1K 395.2K 8.49%
38 2017 Richard B. Boyer Vice President of Insurance Operations 251.4K 44.2K 23.1K 10.5K 66.1K 395.2K 8.49%
39 2017 Patrick G. O’Brien President & Chief Executive Officer 257.9K 30.9K 25.5K 43.5K 357.7K 7.12%
40 2017 Patrick G. O’Brien Former President & Chief Executive Officer 257.9K 30.9K 25.5K 43.5K 357.7K 7.12%
41 2017 Patrick G. O’Brien President 257.9K 30.9K 25.5K 43.5K 357.7K 7.12%
42 2017 Ralph Burchianti Senior Executive Vice President & Chief Credit Officer 195.2K 22.7K 20.4K 27.5K 265.7K 7.67%
43 2017 Ralph Burchianti Executive Vice President & Chief Credit Officer 195.2K 22.7K 20.4K 27.5K 265.7K 7.67%
44 2016 Barron P. McCune, Jr. Former Executive Consultant and former Chief Executive Officer 353.8K 23.8K 10.2K 20.5K 75.7K 485.0K 6.33%
45 2016 Barron P. McCune, Jr. Vice Chairman & Chief Executive Officer 353.8K 23.8K 10.2K 20.5K 75.7K 485.0K 6.33%
46 2016 Barron P. McCune, Jr. Vice Chairman, President & Chief Executive Officer 353.8K 23.8K 10.2K 20.5K 75.7K 485.0K 6.33%
47 2016 Patrick G. O’Brien President & Chief Executive Officer 250.4K 17.5K 7.5K 17.1K 42.8K 335.3K 7.34%
48 2016 Patrick G. O’Brien President 250.4K 17.5K 7.5K 17.1K 42.8K 335.3K 7.34%
49 2016 Patrick G. O’Brien Senior Executive Vice President and Chief Operating Officer 250.4K 17.5K 7.5K 17.1K 42.8K 335.3K 7.34%
50 2016 Richard B. Boyer Vice President of Insurance Operations 242.4K 13.2K 10.3K 66.4K 332.4K 7.07%
51 2016 Ralph Burchianti Executive Vice President & Chief Credit Officer 189.7K 12.8K 5.5K 13.7K 28.1K 249.8K 7.68%
52 2015 Barron P. McCune, Jr. Vice Chairman & Chief Executive Officer 333.8K 32.0K 16.0K 59.7K 75.6K 517.0K 14.64%
53 2015 Barron P. McCune, Jr. Vice Chairman, President & Chief Executive Officer 333.8K 32.0K 16.0K 59.7K 75.6K 517.0K 14.64%
54 2015 Richard B. Boyer Vice President of Insurance Operations 223.6K 47.5K 16.7K 29.9K 61.9K 379.5K 12.26%
55 2015 Patrick G. O’Brien Senior Executive Vice President and Chief Operating Officer 238.5K 23.8K 11.9K 49.8K 41.8K 365.8K 16.86%
56 2015 Patrick G. O’Brien President 238.5K 23.8K 11.9K 49.8K 41.8K 365.8K 16.86%
57 2014 Barron P. McCune, Jr. Vice Chairman, President & Chief Executive Officer 289.5K 5.0K 21.9K 68.8K 385.3K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-09 DEFA14A
2026-04-09 DEF 14A
2025-04-09 DEFA14A
2025-04-09 DEF 14A
2024-05-06 DEFA14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-20 8-K
2026-05-18 SC 13G
2026-05-12 10-Q
2026-05-11 8-K
2026-04-27 SC 13G/A
2026-04-22 8-K
2026-04-09 DEFA14A
2026-04-09 DEF 14A
2026-04-09 ARS
2026-03-13 10-K

Executive team

NameTitleCompensationGender
John H. Montgomery President, Chief Executive Officer & Director 679.9K male
Richard Boyer Senior Vice President of Insurance Operations 506.7K male
Bruce Sharp Senior Executive VP & Chief Commercial Banking Officer of Community Bank 402.8K male
James E. Mele EVP of Specialty Deposits, Payments & Treasury Management Services of Community Bank 372.4K male
Jennifer L. George Senior Executive VP & COO of Community Bank 327.7K female
Alan Bicker Executive Vice President & Chief Consumer Banking Officer
Stephen Cobain Executive Vice President and Chief Credit Officer of Community Bank male
Amanda L. Engles Chief Financial Officer & Executive Vice President female
Benjamin A. Brown Executive Vice President and Director of Client Experience & Innovation male
Elizabeth A. Calvario Corporate Secretary female
James W. Welsh Senior Vice President & Chief Auditor
ESG Rating
B
BANKS - REGIONAL
Rank: 66 out of 431
2024
E (Environmental)
68.7 / 64.3
Company / Sector avg.
S (Social)
70.8 / 76.5
Company / Sector avg.
G (Governance)
66.8 / 75.5
Company / Sector avg.
ESG Total
68.7 / 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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits