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Chain Bridge Bancorp, Inc. (CBNA)

USD41.88 +0.51 (+1.23%)
US NYSE Financial Services Banks - Regional
Address 1445-A Laughlin Avenue 22101
McLean, VA, US
CEO John J. Brough
IPO 2024-10-04
CIK 1392272 ISIN US15746L1008

Explore sections of this company profile

Description

Chain Bridge Bancorp, Inc., a bank holding company chartered in Delaware and established in 2006, is headquartered in McLean, Virginia. This entity serves as the parent company for Chain Bridge Bank, National Association, which provides a comprehensive range of commercial, personal, and trust banking services across the United States. Its product offerings for deposits include interest-bearing and non-interest-bearing checking accounts, savings accounts, and money market accounts. The bank's loan portfolio primarily consists of financing for residential and commercial real estate, general commercial lending, and consumer loans. Furthermore, the company extends its services to include treasury management, payment processing, the administration of trusts and estates, wealth management, and asset custody.

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
USD41.88 +0.51 (+1.23%)
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Volume Profile
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Liquidity & share structure
Average Volume
6.9K
Beta
0.24
Float Shares
5.45M
Free Float %
83.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.66% -1.76% -2.45% +5.07% +14.25% +4.65% +34.26% +70.99% +70.99% +70.99% +70.99%
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 (2 ratings, all time) Hold
Price Targets & DCF
Current price
41.88
Low 27.00 -35.5%
Consensus 32.00 -23.6%
Median 32.00 -23.6%
High 37.00 -11.7%
DCF (Unlevered) 148.84 +255.4%
DCF (Levered) 174.43 +316.5%

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) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
37.00
-11.7%
All Time 3
31.00
-26.0%
Quality scores
Altman Z-Score
-0.36
Distress
Piotroski F-Score
4 / 9
Average
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    +4.2% Q1'26: +16.2% (vs Q1'25)
  • EPS growth
    -26.1% Q1'26: +27.1% (vs Q1'25)
  • FCF margin
    Q1'26: +16.1% (vs Q1'25)
  • EBIT margin
    Q1'26: +49.5% (vs Q1'25)
  • ROIC
    Q1'26: -4.8% (vs Q1'25)
  • Share dilution
    +30.7% Q1'26: +0.0% (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 (0.45) × ERP
WACC = 100% × Ke + 0% × Kd (54,250.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 148.84 Current price: 41.88
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 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
2 EPS Ana.
Dec 2027
2 Rev. Ana.
2 EPS Ana.
Revenue
57.01M
est: 51.77M (+10.1%)
59.39M
est: 53.96M (+10.1%)
73.62M
72.26M – 74.98M
+36.4% YoY
69.71M
68.27M – 71.14M
-5.3% YoY
EBITDA
26.76M
est: 16.41M (+63.0%)
25.75M
est: 17.11M (+50.5%)
23.34M
22.91M – 23.77M
+36.4% YoY
22.10M
21.64M – 22.56M
-5.3% YoY
EBIT
26.27M
est: 15.94M (+64.8%)
25.40M
est: 16.62M (+52.8%)
22.67M
22.26M – 23.09M
+36.4% YoY
21.47M
21.02M – 21.91M
-5.3% YoY
Net Income
20.95M
est: 27.78M (-24.6%)
20.24M
est: 19.79M (+2.2%)
30.81M
28.76M – 32.82M
+55.7% YoY
25.22M
25.08M – 25.36M
-18.1% YoY
SGA
17.96M
est: 21.58M (-16.8%)
20.93M
est: 22.49M (-6.9%)
30.69M
30.12M – 31.25M
+36.4% YoY
29.06M
28.45M – 29.65M
-5.3% YoY
EPS
4.17
est: 4.23 (-1.5%)
3.08
est: 3.02 (+1.9%)
4.70
4.38 – 5.00
+55.4% YoY
3.84
3.82 – 3.87
-18.2% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-05-27 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-05-26 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-05-22 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-05-21 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-05-20 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-05-19 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-05-18 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-05-15 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-05-14 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-05-13 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-05-12 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-05-11 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-05-08 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-05-07 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-05-06 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-05-05 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-05-04 B- 3/5 1/5 4/5 4/5 1/5 3/5 2/5
2026-05-01 C+ 2/5 1/5 4/5 4/5 1/5 1/5 1/5
2026-04-30 C+ 2/5 1/5 4/5 4/5 1/5 1/5 1/5
2026-04-29 C+ 2/5 1/5 4/5 4/5 1/5 1/5 1/5
2026-04-28 C+ 2/5 1/5 4/5 4/5 1/5 1/5 1/5
2026-04-27 B+ 3/5 1/5 2/5 4/5 3/5 3/5 5/5
2026-04-24 B 3/5 1/5 2/5 4/5 3/5 3/5 4/5
2026-04-23 B+ 3/5 1/5 2/5 5/5 3/5 3/5 5/5
2026-04-22 B+ 3/5 1/5 2/5 5/5 3/5 3/5 5/5
2026-04-21 B+ 3/5 1/5 2/5 5/5 3/5 3/5 5/5
2026-04-20 B+ 3/5 1/5 2/5 5/5 3/5 3/5 5/5
2026-04-17 B+ 3/5 1/5 2/5 5/5 2/5 3/5 5/5
2026-04-16 B+ 3/5 1/5 2/5 5/5 2/5 3/5 5/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
13.20M
OE per share TTM
2.01
Owner's Yield
5.55%
Maintenance CapEx ratio
1.43%
Maint CapEx / Avg PPE
26.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
67
Total invested
73.81M
Insider transactions (90d)
0
Beneficial owners (>5%)
28
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Peter G. Fitzgerald 1.03M 35.70% 777.2K 250.6K 777.2K 250.6K IN 2024-10-15
2 Julie F. Schauer 1994 Trust 647.4K 25.90% 436.2K 211.1K 436.2K 211.1K OO 2024-10-15
3 Julie Fitzgerald Schauer 647.4K 25.90% 436.2K 211.1K 436.2K 211.1K IN 2024-10-15
4 Gerald F. Fitzgerald, Jr. 535.7K 22.50% 142.0K 393.7K 142.0K 393.7K IN 2024-10-15
5 James G. Fitzgerald 463.1K 20.00% 110.5K 352.6K 110.5K 352.6K IN 2024-10-15
6 Everglades Trust 444.6K 19.40% 444.6K 444.6K OO 2024-10-15
7 Thomas G. Fitzgerald 371.6K 16.70% 371.6K 371.6K IN 2024-10-15
8 Hingham Unpledged Securities Corporation (fully owned subsidiary of Hingham Institution for Savings) 238.6K 8.83% 238.6K 238.6K BK 2024-11-25
9 Thomas G. Fitzgerald, Jr. 215.9K 10.50% 7.3K 208.5K 7.3K 208.5K IN 2024-10-15
10 JEM Management, L.P. 211.1K 10.20% 211.1K 211.1K PN 2024-10-15
11 Lauren Fitzgerald Peterson 189.0K 9.30% 189.0K 189.0K IN 2024-10-15
12 TF Management, LLC 189.0K 9.30% 189.0K 189.0K OO 2024-10-15
13 TGF Investments, L.P. 189.0K 9.30% 189.0K 189.0K PN 2024-10-15
14 Andrew J. Fitzgerald 177.6K 8.80% 7.6K 170.0K 7.6K 170.0K IN 2024-10-15
15 Otis Management, LLC 170.0K 8.40% 170.0K 170.0K OO 2024-10-15
16 Otis Road Investments, L.P. 170.0K 8.40% 170.0K 170.0K PN 2024-10-15
17 Derek Pilecki 165.0K 8.92% 165.0K IN STATE OF DELAWARE, UNITED STATES OF AMERICA 2024-11-27
18 Gator Capital Management, LLC 165.0K 8.92% 165.0K IA, OO STATE OF DELAWARE, UNITED STATES OF AMERICA 2024-11-27
19 S C Investments II, L.P. 142.0K 7.10% 142.0K 142.0K PN 2024-10-15
20 Gator Financial Partners, LLC 131.6K 7.11% 131.6K OO STATE OF DELAWARE, UNITED STATES OF AMERICA 2024-11-27
21 JBF 2013 Trust 103.2K 5.30% 103.2K 103.2K OO 2024-10-15
22 Fitzgerald 2002 Special Trust 103.0K 5.30% 103.0K 103.0K OO 2024-10-15
23 GFF Family Trust 79.6K 4.10% 79.6K 79.6K OO 2024-10-15
24 Anhinga Trust 51.0K 2.70% 51.0K 51.0K OO 2024-10-15
25 Gator Capital Long/Short Fund 21.0K 1.14% 21.0K IV STATE OF DELAWARE, UNITED STATES OF AMERICA 2024-11-27
26 ECA Fund, LP 12.4K 0.67% 12.4K PN STATE OF DELAWARE, UNITED STATES OF AMERICA 2024-11-27
27 Andrew J. Fitzgerald 2011 Trust 7.6K 0.40% 7.6K 7.6K OO 2024-10-15
28 2. 10.00 4.60% 85.0K IA, HC, OO Delaware 2024-11-05

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
67
+11 vs prev Q
New positions
15
Closed positions
4
Increased
35
Reduced
14
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 10.0K +10.0K (+100.0%) 346.40M +346.4M (+100.0%) 0.15% +0.152 pp 0.27% +0.269 pp USD34.64 +0.0% 1 qtrs NEW
2 FJ CAPITAL MANAGEMENT LLC 293.8K +— (+0.0%) 10.18M +561.1K (+5.8%) 4.48% +3.532 pp 1.12% +0.097 pp USD24.22 +43.0% 5 qtrs
3 ROYCE & ASSOCIATES LP 278.1K +32.4K (+13.2%) 9.63M +1.6M (+19.8%) 4.24% +3.448 pp 0.10% +0.018 pp USD29.28 +18.3% 5 qtrs
4 GATOR CAPITAL MANAGEMENT, LLC 205.7K +1.6K (+0.8%) 7.13M +446.5K (+6.7%) 3.14% +2.479 pp 1.44% -0.249 pp USD25.20 +37.5% 5 qtrs
5 VANGUARD GROUP INC 153.7K +41.2K (+36.6%) 5.32M +1.6M (+44.6%) 2.34% +1.980 pp 0.00% +0.000 pp USD27.53 +25.8% 5 qtrs
6 BLACKROCK, INC. 121.0K +4.2K (+3.6%) 4.19M +369.3K (+9.7%) 1.84% +1.469 pp 0.00% +0.000 pp USD26.39 +31.3% 5 qtrs
7 ENDEAVOUR CAPITAL ADVISORS INC 79.3K -35.2K (-30.7%) 2.75M -1.0M (-26.7%) 1.21% +0.840 pp 0.76% -0.369 pp USD25.07 +38.2% 5 qtrs
8 ALLIANCEBERNSTEIN L.P. 65.5K -15.0K (-18.6%) 2.27M -366.2K (-13.9%) 1.00% +0.739 pp 0.00% 0.000 pp USD25.07 +38.2% 5 qtrs
9 EJF CAPITAL LLC 58.1K -4.3K (-6.9%) 2.01M -31.0K (-1.5%) 0.88% +0.684 pp 1.14% -0.044 pp USD23.78 +45.7% 4 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 57.4K -93.0 (-0.2%) 1.99M +106.7K (+5.7%) 0.88% +0.690 pp 0.00% +0.000 pp USD25.29 +37.0% 5 qtrs
11 RMR WEALTH BUILDERS 38.7K +38.7K (+100.0%) 1.34M +1.3M (+100.0%) 0.59% +0.590 pp 0.11% +0.107 pp USD34.64 +0.0% 1 qtrs NEW
12 MAGNOLIA PRIVATE WEALTH, LLC 32.6K +32.6K (+100.0%) 1.13M +1.1M (+100.0%) 0.50% +0.497 pp 0.79% +0.790 pp USD34.64 +0.0% 1 qtrs NEW
13 NORTHERN TRUST CORP 31.1K -1.3K (-4.0%) 1.08M +17.3K (+1.6%) 0.47% +0.370 pp 0.00% +0.000 pp USD24.49 +41.4% 4 qtrs
14 ACADIAN ASSET MANAGEMENT LLC 31.0K +995.0 (+3.3%) 1.07M +93.0K (+9.5%) 0.47% +0.376 pp 0.00% +0.000 pp USD28.84 +20.1% 4 qtrs
15 STATE STREET CORP 18.9K +400.0 (+2.2%) 654.3K +49.2K (+8.1%) 0.29% +0.228 pp 0.00% +0.000 pp USD29.09 +19.1% 3 qtrs
16 CHEVY CHASE TRUST HOLDINGS, LLC 18.4K +— (+0.0%) 638.0K +35.2K (+5.8%) 0.28% +0.221 pp 0.00% +0.000 pp USD25.77 +34.4% 5 qtrs
17 MILITIA CAPITAL PARTNERS, LP 17.0K +— (+0.0%) 588.9K +32.5K (+5.8%) 0.26% +0.204 pp 0.22% -0.039 pp USD32.73 +5.8% 2 qtrs
18 ROYAL BANK OF CANADA 16.1K +85.0 (+0.5%) 559.0K +33.0K (+6.3%) 0.25% +0.194 pp 0.00% +0.000 pp USD25.13 +37.8% 5 qtrs
19 RENAISSANCE TECHNOLOGIES LLC 14.8K -3.2K (-17.8%) 512.7K -76.5K (-13.0%) 0.23% +0.168 pp 0.00% +0.000 pp USD32.73 +5.8% 4 qtrs
20 GOLDMAN SACHS GROUP INC 12.9K +4.4K (+51.1%) 447.8K +167.8K (+59.9%) 0.20% +0.170 pp 0.00% +0.000 pp USD33.38 +3.8% 2 qtrs
21 RAYMOND JAMES FINANCIAL INC 9.5K -2.0K (-17.4%) 329.1K -47.3K (-12.6%) 0.14% +0.108 pp 0.00% +0.000 pp USD25.07 +38.2% 5 qtrs
22 BANK OF AMERICA CORP /DE/ 9.4K +860.0 (+10.1%) 324.5K +46.0K (+16.5%) 0.14% +0.115 pp 0.00% +0.000 pp USD30.85 +12.3% 5 qtrs
23 SILVIA MCCOLL WEALTH MANAGEMENT, LLC 8.2K +— (+0.0%) 285.4K +15.7K (+5.8%) 0.13% +0.099 pp 0.19% +0.007 pp USD23.78 +45.7% 4 qtrs
24 ALPHACORE CAPITAL LLC 7.7K +7.7K (+100.0%) 265.0K +265.0K (+100.0%) 0.12% +0.117 pp 0.01% +0.006 pp USD34.64 +0.0% 1 qtrs NEW
25 GSA CAPITAL PARTNERS LLP 7.2K -2.0K (-22.0%) 251.0K -53.0K (-17.4%) 0.11% +0.081 pp 0.02% -0.004 pp USD32.73 +5.8% 2 qtrs
26 BARCLAYS PLC 6.3K +525.0 (+9.1%) 218.3K +29.2K (+15.5%) 0.10% +0.078 pp 0.00% +0.000 pp USD26.80 +29.3% 3 qtrs
27 COVESTOR LTD 6.1K +50.0 (+0.8%) 211.0K +13.0K (+6.6%) 0.09% +0.073 pp 0.11% +0.001 pp USD25.17 +37.6% 5 qtrs
28 CWM, LLC 5.9K +5.8K (+3,239.9%) 206.0K +200.0K (+3,333.3%) 0.09% +0.090 pp 0.00% +0.001 pp USD34.58 +0.2% 2 qtrs
29 MORGAN STANLEY 4.1K +738.0 (+21.9%) 142.2K +32.0K (+29.0%) 0.06% +0.052 pp 0.00% +0.000 pp USD27.13 +27.7% 4 qtrs
30 RHUMBLINE ADVISERS 3.1K -320.0 (-9.3%) 108.4K -4.5K (-4.0%) 0.05% +0.037 pp 0.00% +0.000 pp USD25.77 +34.4% 3 qtrs
31 JPMORGAN CHASE & CO 2.5K -1.0K (-29.8%) 84.9K -29.4K (-25.7%) 0.04% +0.026 pp 0.00% +0.000 pp USD30.52 +13.5% 3 qtrs
32 WELLS FARGO & COMPANY/MN 2.4K +815.0 (+49.9%) 84.8K +31.4K (+58.6%) 0.04% +0.032 pp 0.00% +0.000 pp USD29.10 +19.0% 3 qtrs
33 NEW YORK STATE COMMON RETIREMENT FUND 2.2K +— (+0.0%) 76.2K +4.2K (+5.8%) 0.03% +0.026 pp 0.00% +0.000 pp USD25.77 +34.4% 3 qtrs
34 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 1.0K -56.0 (-5.2%) 35.5K +127.0 (+0.4%) 0.02% +0.012 pp 0.00% +0.000 pp USD25.77 +34.4% 3 qtrs
35 BNP PARIBAS ARBITRAGE, SNC 674.00 -145.0 (-17.7%) 23.3K -3.5K (-12.9%) 0.01% +0.008 pp 0.00% +0.000 pp USD25.37 +36.5% 5 qtrs
36 UBS GROUP AG 640.00 -648.0 (-50.3%) 22.2K -20.0K (-47.4%) 0.01% +0.006 pp 0.00% +0.000 pp USD25.64 +35.1% 5 qtrs
37 TOWER RESEARCH CAPITAL LLC (TRC) 301.00 -61.0 (-16.9%) 10.4K -1.4K (-12.0%) 0.00% +0.003 pp 0.00% 0.000 pp USD32.73 +5.8% 5 qtrs
38 RUSSELL INVESTMENTS GROUP, LTD. 272.00 -44.0 (-13.9%) 9.4K -920.0 (-8.9%) 0.00% +0.003 pp 0.00% +0.000 pp USD25.77 +34.4% 3 qtrs
39 AMERITAS INVESTMENT PARTNERS, INC. 239.00 +— (+0.0%) 8.3K +457.0 (+5.8%) 0.00% +0.003 pp 0.00% +0.000 pp USD25.77 +34.4% 3 qtrs
40 FMR LLC 212.00 +7.0 (+3.4%) 7.3K +635.0 (+9.5%) 0.00% +0.003 pp 0.00% +0.000 pp USD32.79 +5.6% 2 qtrs
41 LEGAL & GENERAL GROUP PLC 210.00 +— (+0.0%) 7.3K +388.0 (+5.6%) 0.00% +0.003 pp 0.00% +0.000 pp USD25.77 +34.4% 3 qtrs
42 STERLING CAPITAL MANAGEMENT LLC 147.00 +— (+0.0%) 5.1K +281.0 (+5.8%) 0.00% +0.002 pp 0.00% +0.000 pp USD29.74 +16.5% 3 qtrs
43 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 135.00 -12.0 (-8.2%) 4.7K -135.0 (-2.8%) 0.00% +0.002 pp 0.00% +0.000 pp USD25.81 +34.2% 3 qtrs
44 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 71.00 -1.2K (-94.5%) 2.5K -39.6K (-94.1%) 0.00% -0.003 pp 0.00% 0.000 pp USD32.72 +5.9% 2 qtrs
45 AMALGAMATED BANK 69.00 -11.0 (-13.8%) 2.0K -1.0K (-33.3%) 0.00% +0.001 pp 0.00% +0.000 pp USD25.75 +34.5% 3 qtrs
46 CITIGROUP INC 49.00 +23.0 (+88.5%) 1.7K +846.0 (+99.4%) 0.00% +0.001 pp 0.00% +0.000 pp USD28.86 +20.0% 4 qtrs
47 GAMMA INVESTING LLC 29.00 +15.0 (+107.1%) 1.0K +547.0 (+119.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD33.69 +2.8% 2 qtrs
48 FEDERATED HERMES, INC. 28.00 +— (+0.0%) 970.00 +54.0 (+5.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD32.71 +5.9% 2 qtrs
49 EVERSOURCE WEALTH ADVISORS, LLC 6.00 +6.0 (+100.0%) 208.00 +208.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD34.50 +0.4% 1 qtrs NEW
50 FARTHER FINANCE ADVISORS, LLC 4.00 +4.0 (+100.0%) 139.00 +139.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD34.50 +0.4% 1 qtrs NEW
51 IFP ADVISORS, INC 2.00 +2.0 (+100.0%) 69.00 +69.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD34.50 +0.4% 1 qtrs NEW
52 MAI CAPITAL MANAGEMENT 1.00 +1.0 (+100.0%) 35.00 +35.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD34.00 +1.9% 1 qtrs NEW
53 CANNELL CAPITAL LLC -61.6K (-100.0%) -2.0M (-100.0%) 0.00% -0.198 pp 0.00% -0.307 pp USD 4 qtrs SOLD
54 HIGHTOWER ADVISORS, LLC -27.0K (-100.0%) -883.1K (-100.0%) 0.00% -0.087 pp 0.00% -0.001 pp USD 3 qtrs SOLD
55 SRS CAPITAL ADVISORS, INC. -47.0 (-100.0%) -1.5K (-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 36 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.03% 376.6K 0.60%
2 iShares Russell 2000 Value ETF IWN 0.01% 888.7K 0.24%
3 Vanguard Russell 2000 Value ETF VTWV 0.01% 65.0K 0.06%
4 Invesco Russell 2000 UCITS ETF RTYS.L 0.00% 11.3K 0.25%
5 Global X - Russell 2000 ETF RSSL 0.00% 51.5K 0.08%
6 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.00% 96.5K 0.30%
7 iShares Russell 2000 BuyWrite ETF IWMW 0.00% 1.6K 0.39%
8 iShares Russell 2000 ETF IWM 0.00% 2.29M 0.19%
9 iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO 0.00% 14.9K 0.36%
10 Vanguard Russell 2000 ETF VTWO 0.00% 394.0K 0.06%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
0.36
Bearish
Buys
1
Sells
1
Shares acquired
714.00
Shares disposed
2.0K
Cash buys
1.00
Cash sales
1.00
Net activity
-1,286
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
2026-03-06 Basha Leigh-Alexandra Director P-Purchase A Class A Common Stock 400 35.04 14.0K 1,200 D
2026-03-05 Pollock James R. Officer P-Purchase A Class A Common Stock 714 35.25 25.2K 3,845 D
2026-03-03 Thompson-Byas Benita Director S-Sale D Class A Common Stock 2,000 35.44 70.9K 16,208 D
2026-01-01 Leavitt William C. Director Class B Common Stock 50,150 0.00 0 D
2025-12-15 Thompson-Byas Benita Director C-Conversion A Class A Common Stock 18,020 36.46 657.0K 18,208 D
2025-11-18 Basha Leigh-Alexandra Director P-Purchase A Class A Common Stock 400 30.48 12.2K 1,200 D
2025-11-17 Fitzgerald Joseph MICHAEL Director C-Conversion A Class A Common Stock 27,880 30.19 841.7K 27,880 D
2025-11-11 Martinelli Mark Director A-Award A Class A Common Stock 430 28.55 12.3K 2,500 D
2025-11-11 MARTINELLI MARK Director P-Purchase A Class A Common Stock 430 28.55 12.3K 2,500 D
2025-11-07 Martinelli Mark Director C-Conversion A Class A Common Stock 170 29.93 5.1K 2,170 D
2025-08-29 Basha Leigh-Alexandra Director P-Purchase A Class A Common Stock 400 29.81 11.9K 400 D
2025-08-18 Evinger David M. Director / Officer J-Other D Class A Common Stock 125 0.00 125 I
2025-06-29 Basha Leigh-Alexandra Director P-Purchase A Class A Common Stock 400 29.97 12.0K 400 D
2025-06-10 Albrecht Hilary Eva Officer 0 0.00 0
2025-05-28 Friedman Martin S. 10% Owner S-Sale D Class A Common Stock 32,158 27.01 868.5K 306,078 I

Executive team

Top executives
EBIT / Employee
302.3K
Shares Outstanding
6.56M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-28 DEF 14A
2025-04-29 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-12 10-Q
2026-04-28 DEF 14A
2026-04-28 ARS
2026-04-28 8-K
2026-03-20 10-K
2026-03-10 4/A
2026-03-10 4
2026-03-06 4
2026-03-06 4
2026-03-04 4

Executive team

NameTitleCompensationGender
John J. Brough Chief Executive Officer & Director 595.3K male
David Evinger President, Chief Risk Officer & Director 576.8K male
Joanna R. Williamson Executive Vice President & Chief Financial Officer 448.1K female
Hilary E. Albrecht Senior Vice President, Corporate Secretary & Counsel female
James R. Pollock Senior Vice President & Corporate Development Officer male
ESG Rating
B
BANKS - REGIONAL
Rank: 365 out of 435
2026
E (Environmental)
68.1 / 64.3
Company / Sector avg.
S (Social)
81.8 / 76.5
Company / Sector avg.
G (Governance)
82.8 / 75.5
Company / Sector avg.
ESG Total
77.6 / 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 history

Earnings history

Earnings reports

Stock splits