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Capital Bancorp, Inc. (CBNK)

USD35.41 +0.34 (+0.97%)
US NASDAQ Financial Services Banks - Regional
Address 2275 Research Boulevard 20850
Rockville, MD, US
CEO Edward F. Barry
IPO 2018-09-26
CIK 1419536 ISIN US1397371006

Explore sections of this company profile

Description

As the holding company for Capital Bank, N.A., Capital Bancorp, Inc. delivers a diverse suite of financial and banking services across the United States. Its clientele encompasses businesses, non-profit entities, and entrepreneurs. The company organizes its operations across three primary segments: Commercial Banking, Capital Bank Home Loans, and OpenSky. Clients have access to various deposit options, including checking, savings, time, interest-bearing demand, and money market accounts, alongside certificates of deposit and credit cards. A significant originator of residential mortgages, the firm also extends a wide array of lending solutions. These offerings include financing for residential and commercial real estate, construction projects, and general commercial business needs. Moreover, it provides consumer loans such as term loans, vehicle financing, and marine loans. Its lending services cater specifically to small to mid-sized businesses, professionals, real estate investors, smaller residential developers, and individual customers. Founded in 1974, Capital Bancorp is headquartered in Rockville, Maryland, and operates through four commercial bank branches, four mortgage offices, and one dedicated loan production office.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
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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
USD35.41 +0.34 (+0.97%)
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Volume Profile
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Liquidity & share structure
Average Volume
72.8K
Beta
0.55
Float Shares
10.82M
Free Float %
66.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.22% +1.04% +1.37% +8.53% +14.82% +13.31% -1.18% +89.21% +44.30% +149.38% +149.38%
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 (6 ratings, all time) Buy
Price Targets & DCF
Current price
35.41
Low 37.00 +4.5%
Consensus 37.00 +4.5%
Median 37.00 +4.5%
High 37.00 +4.5%
DCF (Unlevered) 43.96 +24.1%
DCF (Levered) 78.12 +120.6%

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) 75% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 3 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
37.00
+4.5%
All Time 2
32.50
-8.2%
Quality scores
Altman Z-Score
0.33
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    +25.3% Q1'26: -9.7% (vs Q1'25)
  • EPS growth
    +60.4% Q1'26: -11.0% (vs Q1'25)
  • FCF margin
    Q1'26: +31.1% (vs Q1'25)
  • EBIT margin
    Q1'26: +3.7% (vs Q1'25)
  • ROIC
    Q1'26: +3.5% (vs Q1'25)
  • Share dilution
    +12.7% Q1'26: -2.9% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 4.37× (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 (0.55) × ERP
WACC = 91% × Ke + 9% × Kd (124.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 43.96 Current price: 35.41
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 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
3 EPS Ana.
Dec 2027
2 Rev. Ana.
3 EPS Ana.
Revenue
85.53M
est: 75.15M (+13.8%)
107.87M
est: 91.25M (+18.2%)
147.40M
est: 141.00M (+4.5%)
173.88M
est: 167.30M (+3.9%)
180.02M
est: 173.05M (+4.0%)
206.55M
est: 157.49M (+31.1%)
242.28M
est: 184.68M (+31.2%)
303.63M
est: 241.94M (+25.5%)
268.15M
267.34M – 269.10M
+10.8% YoY
293.10M
292.23M – 294.15M
+9.3% YoY
EBITDA
18.83M
est: 19.32M (-2.5%)
25.07M
est: 38.48M (-34.9%)
37.03M
est: 45.27M (-18.2%)
55.08M
est: 50.84M (+8.4%)
55.67M
est: 52.40M (+6.2%)
46.70M
est: 40.20M (+16.2%)
44.05M
est: 47.14M (-6.6%)
73.57M
est: 61.75M (+19.1%)
68.44M
68.24M – 68.69M
+10.8% YoY
74.81M
74.59M – 75.08M
+9.3% YoY
EBIT
17.75M
est: 18.73M (-5.2%)
22.71M
est: 22.74M (-0.1%)
35.14M
est: 35.14M (+0.0%)
53.88M
est: 41.69M (+29.2%)
54.23M
est: 43.12M (+25.8%)
46.23M
est: 39.06M (+18.3%)
41.83M
est: 45.81M (-8.7%)
70.61M
est: 60.01M (+17.7%)
66.51M
66.31M – 66.74M
+10.8% YoY
72.70M
72.48M – 72.96M
+9.3% YoY
Net Income
12.77M
est: 14.71M (-13.2%)
16.90M
est: 15.89M (+6.3%)
25.82M
est: 22.62M (+14.2%)
39.98M
est: 33.07M (+20.9%)
41.80M
est: 36.30M (+15.2%)
35.87M
est: 39.84M (-10.0%)
30.97M
est: 40.08M (-22.7%)
57.17M
est: 54.17M (+5.5%)
56.43M
56.19M – 56.67M
+4.2% YoY
61.66M
61.40M – 61.93M
+9.3% YoY
SGA
40.81M
est: 22.07M (+84.9%)
50.16M
est: 47.46M (+5.7%)
62.89M
est: 66.91M (-6.0%)
42.65M
est: 68.14M (-37.4%)
49.12M
est: 70.40M (-30.2%)
54.92M
est: 41.74M (+31.6%)
62.40M
est: 48.94M (+27.5%)
86.09M
est: 64.12M (+34.3%)
71.06M
70.85M – 71.31M
+10.8% YoY
77.67M
77.44M – 77.95M
+9.3% YoY
EPS
1.05
est: 1.01 (+4.5%)
1.23
est: 1.17 (+4.9%)
1.87
est: 1.68 (+11.3%)
2.90
est: 2.68 (+8.2%)
2.98
est: 3.04 (-2.0%)
2.56
est: 2.41 (+6.0%)
2.12
est: 2.43 (-12.8%)
3.45
est: 3.28 (+5.1%)
3.42
3.41 – 3.44
+4.2% YoY
3.74
3.72 – 3.75
+9.3% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-29 Keefe, Bruyette & Woods Market Perform Market Perform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 A- 4/5 5/5 4/5 4/5 3/5 3/5 2/5
2026-05-27 A- 4/5 5/5 4/5 4/5 3/5 3/5 2/5
2026-05-26 A- 4/5 5/5 4/5 4/5 3/5 3/5 2/5
2026-05-22 A- 4/5 5/5 4/5 4/5 3/5 3/5 2/5
2026-05-21 A- 4/5 5/5 4/5 4/5 3/5 3/5 2/5
2026-05-20 A- 4/5 5/5 4/5 4/5 3/5 3/5 2/5
2026-05-19 A- 4/5 5/5 4/5 4/5 3/5 3/5 2/5
2026-05-18 A- 4/5 5/5 4/5 4/5 3/5 3/5 2/5
2026-05-15 A- 4/5 5/5 4/5 4/5 3/5 3/5 2/5
2026-05-14 A- 4/5 5/5 4/5 4/5 3/5 3/5 2/5
2026-05-13 A- 4/5 5/5 4/5 4/5 3/5 3/5 2/5
2026-05-12 A- 4/5 5/5 4/5 4/5 3/5 3/5 2/5
2026-05-11 A- 4/5 5/5 4/5 4/5 3/5 3/5 2/5
2026-05-08 B+ 3/5 5/5 4/5 4/5 1/5 3/5 2/5
2026-05-07 B+ 3/5 5/5 4/5 4/5 1/5 3/5 2/5
2026-05-06 B+ 3/5 5/5 4/5 4/5 1/5 3/5 2/5
2026-05-05 B+ 3/5 5/5 4/5 4/5 1/5 3/5 2/5
2026-05-04 B+ 3/5 5/5 4/5 4/5 1/5 3/5 2/5
2026-05-01 B+ 3/5 5/5 4/5 4/5 1/5 3/5 2/5
2026-04-30 B+ 3/5 5/5 4/5 4/5 1/5 3/5 2/5
2026-04-29 B+ 3/5 5/5 4/5 4/5 1/5 3/5 2/5
2026-04-28 B+ 3/5 5/5 4/5 4/5 1/5 3/5 2/5
2026-04-27 A- 4/5 5/5 4/5 5/5 1/5 3/5 2/5
2026-04-24 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-23 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-22 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-21 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-20 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-17 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-16 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-15 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
67.52M
OE per share TTM
4.06
Owner's Yield
12.94%
Maintenance CapEx ratio
7.72%
Maint CapEx / Avg PPE
3.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
122
Total invested
211.55M
Insider transactions (90d)
0
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 Randall J. Levitt 1.04M 7.59% 248.7K 795.3K 248.7K IN USA 2021-02-23
2 Stephen N. Ashman 719.8K 5.23% 480.0K 239.9K 480.0K IN Citizenship or Place of Organization 2021-02-12
3 Steven J. Schwartz 707.8K 5.15% 44.9K 663.0K 44.9K IN USA 2021-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
122
+8 vs prev Q
New positions
19
Closed positions
11
Increased
57
Reduced
45
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 2.6K +2.6K (+100.0%) 72.23M +72.2M (+100.0%) 0.02% +0.016 pp 0.06% +0.056 pp USD28.17 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 746.7K +23.7K (+3.3%) 21.03M -2.0M (-8.8%) 4.53% +0.168 pp 0.00% +0.000 pp USD26.35 +6.9% 6 qtrs
3 VANGUARD GROUP INC 637.6K +12.1K (+1.9%) 17.96M -2.0M (-10.0%) 3.87% +0.094 pp 0.00% +0.000 pp USD19.79 +42.3% 30 qtrs
4 ALLIANCEBERNSTEIN L.P. 501.7K -20.5K (-3.9%) 14.13M -2.5M (-15.2%) 3.04% -0.107 pp 0.00% -0.001 pp USD21.90 +28.6% 30 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 340.7K +5.0K (+1.5%) 9.60M -1.1M (-10.4%) 2.07% +0.042 pp 0.00% 0.000 pp USD22.78 +23.7% 29 qtrs
6 DIMENSIONAL FUND ADVISORS LP 338.2K +18.0K (+5.6%) 9.53M -685.3K (-6.7%) 2.05% +0.120 pp 0.00% 0.000 pp USD23.72 +18.8% 23 qtrs
7 KENNEDY CAPITAL MANAGEMENT LLC 262.5K +750.0 (+0.3%) 7.39M -955.1K (-11.4%) 1.59% +0.013 pp 0.16% -0.028 pp USD28.88 -2.5% 18 qtrs
8 STATE STREET CORP 261.9K -2.1K (-0.8%) 7.38M -1.0M (-12.4%) 1.59% -0.004 pp 0.00% +0.000 pp USD20.18 +39.6% 29 qtrs
9 ATEGRA CAPITAL MANAGEMENT, LLC 231.3K +— (+0.0%) 6.51M -862.6K (-11.7%) 1.40% +0.008 pp 3.10% -1.253 pp USD19.20 +46.7% 14 qtrs
10 PACIFIC RIDGE CAPITAL PARTNERS, LLC 194.4K -5.8K (-2.9%) 5.48M -909.6K (-14.2%) 1.18% -0.028 pp 1.20% -0.201 pp USD15.65 +80.0% 30 qtrs
11 BALLAST ASSET MANAGEMENT, LP 184.9K -6.9K (-3.6%) 5.21M -910.2K (-14.9%) 1.12% -0.036 pp 2.46% -0.332 pp USD20.63 +36.5% 10 qtrs
12 AMERICAN CENTURY COMPANIES INC 170.8K +487.0 (+0.3%) 4.81M -621.6K (-11.4%) 1.04% +0.009 pp 0.00% 0.000 pp USD27.64 +1.9% 9 qtrs
13 BRIDGEWAY CAPITAL MANAGEMENT, LLC 165.5K +9.0K (+5.7%) 4.66M -331.6K (-6.6%) 1.00% +0.060 pp 0.10% -0.009 pp USD19.56 +44.0% 26 qtrs
14 RUSSELL INVESTMENTS GROUP, LTD. 145.6K +9.2K (+6.7%) 4.10M -250.0K (-5.7%) 0.88% +0.060 pp 0.00% -0.001 pp USD24.62 +14.4% 24 qtrs
15 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 104.8K +1.6K (+1.6%) 2.95M -339.7K (-10.3%) 0.64% +0.013 pp 0.01% -0.001 pp USD29.00 -2.9% 4 qtrs
16 EMPOWERED FUNDS, LLC 91.6K +9.0K (+10.8%) 2.58M -55.8K (-2.1%) 0.56% +0.057 pp 0.02% -0.006 pp USD20.54 +37.1% 11 qtrs
17 GATOR CAPITAL MANAGEMENT, LLC 90.2K +655.0 (+0.7%) 2.54M -315.4K (-11.0%) 0.55% +0.007 pp 0.52% -0.209 pp USD28.42 -0.9% 5 qtrs
18 MALTESE CAPITAL MANAGEMENT LLC 87.8K -33.3K (-27.5%) 2.47M -1.4M (-36.0%) 0.53% -0.198 pp 0.44% -0.146 pp USD19.17 +46.9% 30 qtrs
19 NORTHERN TRUST CORP 86.2K -7.7K (-8.2%) 2.43M -565.5K (-18.9%) 0.52% -0.043 pp 0.00% 0.000 pp USD18.67 +50.9% 29 qtrs
20 SQUAREPOINT OPS LLC 86.1K +9.8K (+12.9%) 2.43M -7.4K (-0.3%) 0.52% +0.062 pp 0.00% +0.000 pp USD29.21 -3.6% 7 qtrs
21 SEI INVESTMENTS CO 81.9K +81.9K (+100.0%) 2.31M +2.3M (+100.0%) 0.50% +0.497 pp 0.00% +0.002 pp USD28.17 +0.0% 1 qtrs NEW
22 WEALTHSPIRE ADVISORS, LLC 78.8K -862.0 (-1.1%) 2.22M -321.6K (-12.6%) 0.48% -0.003 pp 0.02% +0.004 pp USD20.83 +35.2% 7 qtrs
23 DE LISLE PARTNERS LLP 75.9K +— (+0.0%) 2.14M -270.6K (-11.2%) 0.46% +0.003 pp 0.28% -0.021 pp USD24.82 +13.5% 8 qtrs
24 BROWN ADVISORY INC 70.3K +— (+0.0%) 1.98M -262.1K (-11.7%) 0.43% +0.002 pp 0.00% 0.000 pp USD29.73 -5.2% 12 qtrs
25 MORGAN STANLEY 68.6K +16.1K (+30.6%) 1.93M +256.4K (+15.3%) 0.42% +0.099 pp 0.00% +0.000 pp USD25.57 +10.2% 30 qtrs
26 NUVEEN, LLC 67.0K +— (+0.0%) 1.89M -249.8K (-11.7%) 0.41% +0.002 pp 0.00% 0.000 pp USD31.43 -10.4% 4 qtrs
27 MARSHALL WACE, LLP 64.9K -1.3K (-2.0%) 1.83M -284.7K (-13.5%) 0.39% -0.006 pp 0.00% -0.001 pp USD33.29 -15.4% 3 qtrs
28 TWO SIGMA INVESTMENTS, LP 64.3K -19.1K (-22.9%) 1.81M -849.6K (-31.9%) 0.39% -0.113 pp 0.00% -0.001 pp USD30.50 -7.6% 17 qtrs
29 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 63.6K +4.6K (+7.7%) 1.79M -91.9K (-4.9%) 0.39% +0.030 pp 0.00% -0.001 pp USD30.62 -8.0% 6 qtrs
30 ELIZABETH PARK CAPITAL ADVISORS, LTD. 60.2K -55.1K (-47.8%) 1.70M -2.0M (-53.9%) 0.37% -0.330 pp 1.40% -1.579 pp USD24.13 +16.7% 19 qtrs
31 KENDALL CAPITAL MANAGEMENT 60.0K +— (+0.0%) 1.69M -223.9K (-11.7%) 0.36% +0.002 pp 0.35% -0.078 pp USD20.46 +37.7% 7 qtrs
32 QUBE RESEARCH & TECHNOLOGIES LTD 51.6K +16.2K (+45.6%) 1.45M +323.0K (+28.6%) 0.31% +0.099 pp 0.00% +0.000 pp USD30.59 -7.9% 4 qtrs
33 BANK OF NEW YORK MELLON CORP 50.7K -16.1K (-24.1%) 1.43M -702.6K (-33.0%) 0.31% -0.095 pp 0.00% 0.000 pp USD22.76 +23.8% 28 qtrs
34 ACADIAN ASSET MANAGEMENT LLC 50.4K -16.7K (-24.9%) 1.42M -722.0K (-33.8%) 0.31% -0.099 pp 0.00% -0.001 pp USD20.50 +37.4% 28 qtrs
35 WEDGE CAPITAL MANAGEMENT L L P/NC 48.1K -763.0 (-1.6%) 1.36M -203.9K (-13.1%) 0.29% -0.003 pp 0.02% -0.002 pp USD23.11 +21.9% 19 qtrs
36 MILITIA CAPITAL PARTNERS, LP 47.0K +47.0K (+100.0%) 1.32M +1.3M (+100.0%) 0.29% +0.285 pp 0.49% +0.489 pp USD28.17 +0.0% 1 qtrs NEW
37 MILLENNIUM MANAGEMENT LLC 44.2K -54.7K (-55.3%) 1.24M -1.9M (-60.6%) 0.27% -0.328 pp 0.00% -0.001 pp USD33.08 -14.8% 19 qtrs
38 GOLDMAN SACHS GROUP INC 42.6K +27.9K (+190.9%) 1.20M +732.6K (+156.9%) 0.26% +0.170 pp 0.00% +0.000 pp USD26.54 +6.1% 19 qtrs
39 FIRST TRUST ADVISORS LP 42.6K -1.9K (-4.2%) 1.20M -218.6K (-15.4%) 0.26% -0.010 pp 0.00% 0.000 pp USD31.16 -9.6% 5 qtrs
40 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 42.0K -96.0K (-69.6%) 1.18M -3.2M (-73.1%) 0.25% -0.577 pp 0.00% -0.002 pp USD28.83 -2.3% 9 qtrs
41 FIRST CITIZENS BANK & TRUST CO 41.0K +— (+0.0%) 1.15M -152.9K (-11.7%) 0.25% +0.001 pp 0.02% -0.004 pp USD33.58 -16.1% 3 qtrs
42 HIGHPOINT ADVISOR GROUP LLC 38.8K +— (+0.0%) 1.09M -144.7K (-11.7%) 0.24% +0.001 pp 0.05% -0.008 pp USD28.50 -1.2% 5 qtrs
43 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 35.3K +— (+0.0%) 994.3K -131.7K (-11.7%) 0.21% +0.001 pp 0.00% +0.000 pp USD20.01 +40.8% 29 qtrs
44 CITADEL ADVISORS LLC 33.4K +33.4K (+100.0%) 941.2K +941.2K (+100.0%) 0.20% +0.203 pp 0.00% +0.000 pp USD28.17 +0.0% 1 qtrs NEW
45 ACKERMAN ASSET MANAGEMENT, LLC 32.1K +— (+0.0%) 905.6K -119.9K (-11.7%) 0.19% +0.001 pp 0.60% -0.132 pp USD28.33 -0.6% 4 qtrs
46 TWO SIGMA ADVISERS, LP 26.2K -1.8K (-6.4%) 738.1K -155.1K (-17.4%) 0.16% -0.010 pp 0.00% 0.000 pp USD30.64 -8.1% 18 qtrs
47 SUMMERHAVEN INVESTMENT MANAGEMENT, LLC 24.1K +— (+0.0%) 677.5K -89.7K (-11.7%) 0.15% +0.001 pp 0.38% -0.062 pp USD31.90 -11.7% 2 qtrs
48 BOSTON PARTNERS 23.1K -2.9K (-11.0%) 651.4K -177.2K (-21.4%) 0.14% -0.016 pp 0.00% 0.000 pp USD21.37 +31.8% 19 qtrs
49 BANC FUNDS CO LLC 21.4K +7.0K (+48.6%) 602.8K +143.5K (+31.2%) 0.13% +0.043 pp 0.12% +0.039 pp USD17.82 +58.1% 30 qtrs
50 UBS GROUP AG 20.6K -2.6K (-11.1%) 578.9K -158.6K (-21.5%) 0.12% -0.015 pp 0.00% +0.000 pp USD31.93 -11.8% 13 qtrs
51 PNC FINANCIAL SERVICES GROUP, INC. 20.0K +6.0 (+0.0%) 563.6K -74.4K (-11.7%) 0.12% +0.001 pp 0.00% 0.000 pp USD13.62 +106.8% 26 qtrs
52 BANK OF AMERICA CORP /DE/ 19.8K +5.9K (+42.6%) 556.8K +114.7K (+26.0%) 0.12% +0.036 pp 0.00% +0.000 pp USD30.57 -7.9% 29 qtrs
53 BARCLAYS PLC 19.4K +7.5K (+63.2%) 547.9K +241.5K (+78.8%) 0.12% +0.046 pp 0.00% +0.000 pp USD29.29 -3.8% 29 qtrs
54 ROCKEFELLER CAPITAL MANAGEMENT L.P. 17.7K +— (+0.0%) 499.2K -66.1K (-11.7%) 0.11% +0.001 pp 0.00% 0.000 pp USD20.46 +37.7% 7 qtrs
55 MARTINGALE ASSET MANAGEMENT L P 16.3K +1.3K (+8.5%) 459.6K -20.2K (-4.2%) 0.10% +0.008 pp 0.01% 0.000 pp USD21.69 +29.9% 21 qtrs
56 RHUMBLINE ADVISERS 15.4K -2.5K (-13.8%) 433.2K -136.1K (-23.9%) 0.09% -0.014 pp 0.00% 0.000 pp USD19.97 +41.1% 27 qtrs
57 AQR CAPITAL MANAGEMENT LLC 14.6K -7.5K (-33.9%) 411.0K -293.6K (-41.7%) 0.09% -0.045 pp 0.00% 0.000 pp USD30.09 -6.4% 5 qtrs
58 JANNEY MONTGOMERY SCOTT LLC 13.5K -1.3K (-8.6%) 380.0K -90.0K (-19.1%) 0.08% -0.007 pp 0.00% 0.000 pp USD28.33 -0.6% 12 qtrs
59 WELLS FARGO & COMPANY/MN 13.1K +4.5K (+52.1%) 367.7K +93.9K (+34.3%) 0.08% +0.027 pp 0.00% +0.000 pp USD26.50 +6.3% 29 qtrs
60 JPMORGAN CHASE & CO 12.5K -10.1K (-44.7%) 351.7K -369.1K (-51.2%) 0.08% -0.061 pp 0.00% +0.000 pp USD26.03 +8.2% 29 qtrs
61 BNP PARIBAS ARBITRAGE, SNC 12.1K +1.8K (+17.7%) 341.8K +12.9K (+3.9%) 0.07% +0.011 pp 0.00% +0.000 pp USD31.87 -11.6% 29 qtrs
62 AMERIPRISE FINANCIAL INC 11.7K +— (+0.0%) 329.6K -43.6K (-11.7%) 0.07% +0.000 pp 0.00% +0.000 pp USD17.49 +61.1% 24 qtrs
63 HARBOR ADVISORS LLC 11.5K +— (+0.0%) 324.4K -43.0K (-11.7%) 0.07% +0.000 pp 0.05% -0.008 pp USD28.50 -1.2% 5 qtrs
64 CREATIVE PLANNING 11.3K -9.7K (-46.1%) 318.9K -351.5K (-52.4%) 0.07% -0.058 pp 0.00% 0.000 pp USD30.11 -6.4% 5 qtrs
65 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10.7K -294.0 (-2.7%) 303.4K -26.3K (-8.0%) 0.06% -0.001 pp 0.00% 0.000 pp USD19.65 +43.4% 10 qtrs
66 LSV ASSET MANAGEMENT 10.5K +— (+0.0%) 296.0K -39.0K (-11.6%) 0.06% +0.000 pp 0.00% 0.000 pp USD25.71 +9.6% 6 qtrs
67 STATE OF WISCONSIN INVESTMENT BOARD 10.1K +10.1K (+100.0%) 283.1K +283.1K (+100.0%) 0.06% +0.061 pp 0.00% +0.001 pp USD28.17 +0.0% 1 qtrs NEW
68 JUMP FINANCIAL, LLC 10.0K +1.7K (+20.5%) 281.7K +16.9K (+6.4%) 0.06% +0.011 pp 0.00% +0.000 pp USD32.66 -13.7% 3 qtrs
69 COMERICA BANK 10.0K -208.0 (-2.0%) 280.3K -43.8K (-13.5%) 0.06% -0.001 pp 0.00% 0.000 pp USD22.43 +25.6% 10 qtrs
70 INVESCO LTD. 8.6K -78.8K (-90.2%) 241.9K -2.5M (-91.3%) 0.05% -0.475 pp 0.00% 0.000 pp USD28.57 -1.4% 4 qtrs
71 FEDERATED HERMES, INC. 8.3K +2.8K (+50.8%) 234.3K +58.3K (+33.1%) 0.05% +0.017 pp 0.00% +0.000 pp USD27.84 +1.2% 24 qtrs
72 LOS ANGELES CAPITAL MANAGEMENT LLC 8.4K +150.0 (+1.8%) 234.2K -29.5K (-11.2%) 0.05% +0.001 pp 0.00% 0.000 pp USD20.44 +37.8% 23 qtrs
73 XTX TOPCO LTD 7.9K +7.9K (+100.0%) 223.4K +223.4K (+100.0%) 0.05% +0.048 pp 0.01% +0.006 pp USD28.17 +0.0% 3 qtrs
74 GSA CAPITAL PARTNERS LLP 7.4K -7.1K (-48.8%) 210.0K -254.0K (-54.7%) 0.05% -0.043 pp 0.02% -0.021 pp USD33.58 -16.1% 3 qtrs
75 OCCUDO QUANTITATIVE STRATEGIES LP 7.4K +7.4K (+100.0%) 208.7K +208.7K (+100.0%) 0.04% +0.045 pp 0.01% +0.014 pp USD28.17 +0.0% 3 qtrs
76 HRT FINANCIAL LP 7.3K +7.3K (+100.0%) 205.0K +205.0K (+100.0%) 0.04% +0.044 pp 0.00% +0.001 pp USD28.17 +0.0% 1 qtrs NEW
77 PRAETORIAN WEALTH MANAGEMENT, INC. 7.2K +— (+0.0%) 202.4K -26.8K (-11.7%) 0.04% +0.000 pp 0.04% -0.007 pp USD31.90 -11.7% 5 qtrs
78 METLIFE INVESTMENT MANAGEMENT, LLC 7.1K +— (+0.0%) 200.0K -26.5K (-11.7%) 0.04% +0.000 pp 0.00% 0.000 pp USD24.80 +13.6% 15 qtrs
79 CITIGROUP INC 5.7K +210.0 (+3.8%) 159.9K -14.5K (-8.3%) 0.03% +0.002 pp 0.00% +0.000 pp USD26.92 +4.6% 29 qtrs
80 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 5.4K +68.0 (+1.3%) 152.9K -18.1K (-10.6%) 0.03% +0.001 pp 0.00% +0.000 pp USD23.06 +22.2% 7 qtrs
81 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 3.7K +— (+0.0%) 103.6K -13.7K (-11.7%) 0.02% +0.000 pp 0.00% 0.000 pp USD30.58 -7.9% 5 qtrs
82 DEUTSCHE BANK AG\ 3.3K +— (+0.0%) 92.7K -12.3K (-11.7%) 0.02% +0.000 pp 0.00% +0.000 pp USD23.26 +21.1% 29 qtrs
83 NEW YORK STATE COMMON RETIREMENT FUND 3.2K +— (+0.0%) 89.6K -11.9K (-11.7%) 0.02% +0.000 pp 0.00% +0.000 pp USD15.02 +87.5% 28 qtrs
84 QUEST PARTNERS LLC 2.3K +1.6K (+223.6%) 63.6K +41.4K (+185.8%) 0.01% +0.010 pp 0.00% +0.002 pp USD29.32 -3.9% 2 qtrs
85 STATE OF ALASKA, DEPARTMENT OF REVENUE 1.6K +908.0 (+135.1%) 43.0K +22.0K (+104.8%) 0.01% +0.006 pp 0.00% +0.000 pp USD29.76 -5.3% 2 qtrs
86 FMR LLC 1.3K +511.0 (+69.1%) 35.2K +11.6K (+49.3%) 0.01% +0.003 pp 0.00% +0.000 pp USD23.22 +21.3% 14 qtrs
87 AMERITAS INVESTMENT PARTNERS, INC. 1.2K +— (+0.0%) 33.7K -4.5K (-11.7%) 0.01% +0.000 pp 0.00% 0.000 pp USD18.76 +50.2% 29 qtrs
88 LEGAL & GENERAL GROUP PLC 1.1K +— (+0.0%) 31.4K -4.2K (-11.7%) 0.01% +0.000 pp 0.00% +0.000 pp USD20.50 +37.4% 29 qtrs
89 CWM, LLC 947.00 -329.0 (-25.8%) 27.0K -14.0K (-34.1%) 0.01% -0.002 pp 0.00% 0.000 pp USD27.06 +4.1% 9 qtrs
90 AQUATIC CAPITAL MANAGEMENT LLC 741.00 -1.2K (-61.1%) 20.9K -39.9K (-65.7%) 0.00% -0.007 pp 0.00% -0.001 pp USD31.90 -11.7% 2 qtrs
91 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 720.00 +52.0 (+7.8%) 20.3K -1.0K (-4.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.00 +101.2% 29 qtrs
92 TOWER RESEARCH CAPITAL LLC (TRC) 658.00 +225.0 (+52.0%) 18.5K +4.7K (+34.2%) 0.00% +0.001 pp 0.00% +0.000 pp USD26.58 +6.0% 29 qtrs
93 STERLING CAPITAL MANAGEMENT LLC 544.00 -93.0 (-14.6%) 15.3K -5.0K (-24.6%) 0.00% -0.001 pp 0.00% +0.000 pp USD31.22 -9.8% 6 qtrs
94 ROYAL BANK OF CANADA 478.00 -360.0 (-43.0%) 14.0K -12.0K (-46.2%) 0.00% -0.002 pp 0.00% +0.000 pp USD24.27 +16.1% 27 qtrs
95 PINNACLE WEALTH PLANNING SERVICES, INC. 433.00 +433.0 (+100.0%) 12.2K +12.2K (+100.0%) 0.00% +0.003 pp 0.00% +0.001 pp USD28.17 +0.0% 1 qtrs NEW
96 AMALGAMATED BANK 368.00 +51.0 (+16.1%) 10.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD24.17 +16.5% 16 qtrs
97 HARBOUR INVESTMENTS, INC. 276.00 +— (+0.0%) 7.8K -1.0K (-11.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD25.71 +9.6% 6 qtrs
98 ATLANTIC UNION BANKSHARES CORP 200.00 -150.0 (-42.9%) 5.6K -5.5K (-49.5%) 0.00% -0.001 pp 0.00% 0.000 pp USD33.58 -16.1% 3 qtrs
99 HARBOR CAPITAL ADVISORS, INC. 192.00 -3.0 (-1.5%) 5.0K -1.0K (-16.7%) 0.00% +0.000 pp 0.00% 0.000 pp USD26.85 +4.9% 6 qtrs
100 CLEAR STREET MARKETS LLC 166.00 +166.0 (+100.0%) 4.7K +4.7K (+100.0%) 0.00% +0.001 pp 0.00% +0.001 pp USD28.17 +0.0% 1 qtrs NEW
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.64
Bullish
Ratio by volume
3.00
Bullish
Buys
72
Sells
44
Shares acquired
145.9K
Shares disposed
32.9K
Cash buys
Cash sales
Net activity
+112,978
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
2026-04-02 Caplan Mark Director M-Exempt A Common Stock 567 23.54 13.3K 140,518 D
2026-03-18 Lindarev Anguel Officer M-Exempt A Common Stock 584 0.00 1,102 D
2026-03-14 Barry Edward F Director / Officer M-Exempt A Common Stock 4,033 0.00 157,118 D
2026-03-13 Barry Edward F Director / Officer A-Award A Restricted Stock Units 6,657 0.00 6,657 D
2026-03-10 MCCONNELL MARC H Director M-Exempt A Common Stock 323 19.18 6.2K 14,162 D
2026-03-03 Yamada Kathy Officer M-Exempt D Restricted Stock Units 135 0.00 404 D
2026-03-03 Whalen James F. Director M-Exempt D Restricted Stock Units 1,081 0.00 0 D
2026-03-03 Suss Eric M. Officer F-InKind D Common Stock 81 29.82 2.4K 59,470 D
2026-03-03 Scully Mary Ann Director M-Exempt A Common Stock 541 0.00 14,077 D
2026-03-03 Schwartz Steven Jay Director M-Exempt D Restricted Stock Units 1,081 0.00 0 D
2026-03-03 RATNERSALZBERG DEBORAH Director M-Exempt A Common Stock 946 0.00 47,107 D
2026-03-03 Poynot Steven M Officer M-Exempt A Common Stock 283 0.00 1,680 D
2026-03-03 Perrine Constance E Officer Stock Options 1,339 30.51 40.9K 0 D
2026-03-03 MCCONNELL MARC H Director M-Exempt A Common Stock 405 0.00 13,839 D
2026-03-03 Lindarev Anguel Officer M-Exempt A Common Stock 166 0.00 577 D
2026-03-03 Lewis Fred Joseph Director M-Exempt A Common Stock 1,081 0.00 32,391 D
2026-03-03 Levitt Randall James Director M-Exempt A Common Stock 811 0.00 268,319 I
2026-03-03 Kaye Jeffrey Officer M-Exempt D Restricted Stock Units 208 0.00 622 D
2026-03-03 Kausmeyer Gary M Officer M-Exempt A Common Stock 136 0.00 6,692 D
2026-03-03 Dicker Karl Officer M-Exempt D Restricted Stock Units 254 0.00 761 D
2026-03-03 Dalaya Jacob Officer F-InKind D Common Stock 95 29.82 2.8K 570 D
2026-03-03 Caplan Mark Director M-Exempt A Common Stock 811 0.00 139,501 D
2026-03-03 Browning Scot Richard Director / Officer M-Exempt D Restricted Stock Units 207 0.00 618 D
2026-03-03 Brannan C Scott Director M-Exempt D Restricted Stock Units 946 0.00 0 D
2026-03-03 Bernstein Joshua Director M-Exempt A Common Stock 1,081 0.00 90,909 D
2026-03-03 Barry Edward F Director / Officer M-Exempt D Restricted Stock Units 717 0.00 2,151 D
2026-03-03 Bailey Jerome Ronnell Director M-Exempt A Common Stock 1,081 0.00 57,174 D
2026-03-02 Yamada Kathy Officer A-Award A Restricted Stock Units 569 0.00 569 D
2026-03-02 Whalen James F. Director A-Award A Restricted Stock Units 1,836 0.00 1,836 D
2026-03-02 Suss Eric M. Officer A-Award A Restricted Stock Units 1,015 0.00 1,015 D
2026-03-02 Scully Mary Ann Director A-Award A Stock Options 2,102 29.41 61.8K 2,102 D
2026-03-02 Schwartz Steven Jay Director A-Award A Stock Options 7,096 29.41 208.7K 7,096 D
2026-03-02 RATNERSALZBERG DEBORAH Director A-Award A Stock Options 2,102 29.41 61.8K 2,102 D
2026-03-02 Poynot Steven M Officer A-Award A Stock Options 4,090 29.41 120.3K 4,090 D
2026-03-02 MCCONNELL MARC H Director A-Award A Restricted Stock Units 136 0.00 136 D
2026-03-02 Lindarev Anguel Officer A-Award A Restricted Stock Units 956 0.00 956 D
2026-03-02 Lewis Fred Joseph Director A-Award A Restricted Stock Units 1,360 0.00 1,360 D
2026-03-02 Levitt Randall James Director A-Award A Stock Options 5,256 29.41 154.6K 5,256 D
2026-03-02 Kaye Jeffrey Officer A-Award A Restricted Stock Units 863 0.00 863 D
2026-03-02 Kausmeyer Gary M Officer A-Award A Restricted Stock Units 1,041 0.00 1,041 D
2026-03-02 Dicker Karl Officer A-Award A Restricted Stock Units 1,191 0.00 1,191 D
2026-03-02 Dalaya Jacob Officer A-Award A Restricted Stock Units 1,244 0.00 1,244 D
2026-03-02 Caplan Mark Director A-Award A Stock Options 5,256 29.41 154.6K 5,256 D
2026-03-02 Browning Scot Richard Director / Officer A-Award A Stock Options 2,994 29.41 88.1K 2,994 D
2026-03-02 Brannan C Scott Director A-Award A Restricted Stock Units 952 0.00 952 D
2026-03-02 Bernstein Joshua Director A-Award A Restricted Stock Units 952 0.00 952 D
2026-03-02 Barry Edward F Director / Officer A-Award A Stock Options 9,543 29.41 280.7K 9,543 D
2026-03-02 Bailey Jerome Ronnell Director A-Award A Restricted Stock Units 952 0.00 952 D
2026-02-15 Barry Edward F Director / Officer M-Exempt D Restricted Stock Units 2,803 0.00 2,803 D
2026-01-01 Kausmeyer Gary M Officer M-Exempt A Common Stock 200 0.00 6,627 D
2025-12-19 Yamada Kathy Officer F-InKind D Common Stock 3,545 29.64 105.1K 60,865 D
2025-12-16 Whalen James F. Director M-Exempt A Common Stock 1,250 13.89 17.4K 2,145 D
2025-12-15 Kausmeyer Gary M Officer M-Exempt A Common Stock 6,680 13.89 92.8K 9,564 D
2025-12-15 Bailey Jerome Ronnell Director M-Exempt A Common Stock 4,250 13.89 59.0K 56,093 D
2025-12-12 RATNERSALZBERG DEBORAH Director F-InKind D Common Stock 1,410 29.57 41.7K 46,161 D
2025-12-12 Bailey Jerome Ronnell Director M-Exempt A Common Stock 4,250 13.89 59.0K 56,093 D
2025-12-09 Bernstein Joshua Director M-Exempt A Common Stock 1,394 23.54 32.8K 88,978 D
2025-12-04 Levitt Randall James Director M-Exempt A Common Stock 843 13.89 11.7K 267,508 I
2025-11-21 Caplan Mark Director Common Stock 0 0.00 45,000 I
2025-11-21 Brannan C Scott Director M-Exempt D Stock Options 3,000 13.89 41.7K 0 D
2025-11-18 Lewis Fred Joseph Director M-Exempt A Common Stock 3,750 13.89 52.1K 31,310 D
2025-11-14 Schwartz Steven Jay Director M-Exempt A Common Stock 5,000 13.89 69.5K 68,875 D
2025-11-12 Canuso Dominic C Other S-Sale D Common Stock 3,400 27.95 95.0K 1,434 D
2025-11-07 Browning Scot Richard Director / Officer M-Exempt D Stock Options 8,500 13.89 118.1K 0 D
2025-10-28 Perrine Constance E Officer Common Stock 0 0.00 3,885 D
2025-10-23 Dalaya Jacob Officer M-Exempt A Common Stock 334 0.00 550 D
2025-10-11 Poynot Steven M Officer M-Exempt D Restricted Stock Units 666 0.00 0 D
2025-10-09 MCCONNELL MARC H Director M-Exempt D Stock Options 323 14.82 4.8K 0 D
2025-10-02 BRECKHEIMER MICHAEL Officer M-Exempt A Common Stock 23,102 0.00 39,548 D
2025-08-29 Dicker Karl Officer F-InKind D Common Stock 3,592 34.50 123.9K 59,602 D
2025-08-27 Levitt Randall James Director S-Sale D Common Stock 37,338 34.37 1.28M 60,000 I
2025-08-26 Levitt Randall James Director S-Sale D Common Stock 2,662 34.41 91.6K 97,338 I
2025-07-31 Canuso Dominic C Officer P-Purchase A Common Stock 600 31.11 18.7K 4,834 D
2025-07-15 Canuso Dominic C Officer F-InKind D Common Stock 316 35.68 11.3K 4,234 D
2025-06-02 Suss Eric M. Officer M-Exempt D Stock Options 6,705 13.89 93.1K 0 D
2025-05-28 Suss Eric M. Officer P-Purchase A Common Stock 169 32.85 5.6K 59,323 D
2025-05-22 Barry Edward F Director / Officer F-InKind D Common Stock 10,745 32.94 353.9K 148,689 D
2025-05-14 Poynot Steven M Officer P-Purchase A Common Stock 750 33.35 25.0K 5,253 I
2025-03-18 Lindarev Anguel Officer F-InKind D Common Stock 173 28.49 4.9K 411 D
2025-03-14 Barry Edward F Director / Officer A-Award A Restricted Stock Units 12,097 0.00 12,097 D
2025-03-12 Canuso Dominic C Officer P-Purchase A Common Stock 225 28.20 6.3K 3,400 D
2025-03-04 Canuso Dominic C Officer P-Purchase A Common Stock 126 29.00 3.7K 2,126 D
2025-03-03 Yamada Kathy Officer A-Award A Restricted Stock Units 539 0.00 539 D
2025-03-03 Whalen James F. Director A-Award A Restricted Stock Units 1,081 0.00 1,081 D
2025-03-03 Suss Eric M. Officer A-Award A Stock Options 3,383 30.51 103.2K 3,383 D
2025-03-03 Scully Mary Ann Director A-Award A Stock Options 2,000 30.51 61.0K 2,000 D
2025-03-03 Schwartz Steven Jay Director A-Award A Stock Options 4,000 30.51 122.0K 4,000 D
2025-03-03 RATNERSALZBERG DEBORAH Director A-Award A Stock Options 3,500 30.51 106.8K 3,500 D
2025-03-03 Poynot Steven M Officer A-Award A Restricted Stock Units 1,131 0.00 1,131 D
2025-03-03 MCCONNELL MARC H Director A-Award A Restricted Stock Units 405 0.00 405 D
2025-03-03 Lindarev Anguel Officer A-Award A Restricted Stock Units 664 0.00 664 D
2025-03-03 Lewis Fred Joseph Director A-Award A Stock Options 4,000 30.51 122.0K 4,000 D
2025-03-03 Levitt Randall James Director A-Award A Stock Options 3,000 30.51 91.5K 3,000 D
2025-03-03 Kaye Jeffrey Officer A-Award A Stock Options 3,078 30.51 93.9K 3,078 D
2025-03-03 Kausmeyer Gary M Officer A-Award A Stock Options 2,004 30.51 61.1K 2,004 D
2025-03-03 Dicker Karl Officer A-Award A Stock Options 3,762 30.51 114.8K 3,762 D
2025-03-03 Dalaya Jacob Officer A-Award A Stock Options 3,445 30.51 105.1K 3,445 D
2025-03-03 Canuso Dominic C Officer A-Award A Stock Options 1,754 30.51 53.5K 1,754 D
2025-03-03 Browning Scot Richard Director / Officer A-Award A Restricted Stock Units 825 0.00 825 D
2025-03-03 Brannan C Scott Director A-Award A Stock Options 3,500 30.51 106.8K 3,500 D
2025-03-03 Bernstein Joshua Director A-Award A Stock Options 4,000 30.51 122.0K 4,000 D
2025-03-03 Barry Edward F Director / Officer A-Award A Restricted Stock Units 2,868 0.00 2,868 D
2025-03-03 Bailey Jerome Ronnell Director A-Award A Stock Options 4,000 30.51 122.0K 4,000 D
2025-03-03 BRECKHEIMER MICHAEL Officer A-Award A Restricted Stock Units 600 0.00 600 D
2025-02-28 Suss Eric M. Officer L-Small A Common Stock 180 30.80 5.5K 59,154 D
2025-02-18 Kausmeyer Gary M Officer M-Exempt A Common Stock 5,000 14.38 71.9K 5,129 D
2025-02-15 Barry Edward F Director / Officer F-InKind D Common Stock 1,100 31.87 35.1K 135,674 D
2025-02-07 Levitt Randall James Director S-Sale D Common Stock 14,500 32.30 468.4K 100,000 I
2025-01-05 Brannan C Scott Director J-Other D Common Stock 286 0.00 0 I
2025-01-01 Perrine Constance E Officer Stock Options 2,000 24.20 48.4K 0 D
2025-01-01 Kausmeyer Gary M Officer M-Exempt A Common Stock 200 0.00 200 D
2025-01-01 Caplan Mark Director Stock Options 2,800 24.20 67.8K 0 D
2024-12-13 Browning Scot Richard Director / Officer M-Exempt D Stock Options 9,400 14.54 136.7K 0 D
2024-12-12 Levitt Randall James Director M-Exempt A Common Stock 844 13.89 11.7K 266,665 I
2024-12-12 Browning Scot Richard Director / Officer M-Exempt D Stock Options 2,100 14.54 30.5K 9,400 D
2024-12-11 Yamada Kathy Officer F-InKind D Common Stock 5,338 30.49 162.8K 57,510 D
2024-12-11 Bailey Jerome Ronnell Director M-Exempt A Common Stock 7,000 14.54 101.8K 51,843 D
2024-12-09 RATNERSALZBERG DEBORAH Director F-InKind D Common Stock 2,652 29.61 78.5K 44,571 D
2024-11-21 Suss Eric M. Officer P-Purchase A Common Stock 199 27.78 5.5K 58,974 D
2024-11-21 Barry Edward F Director / Officer P-Purchase A Common Stock 1,204 27.78 33.4K 149,893 D
2024-11-08 Brannan C Scott Director M-Exempt A Common Stock 4,000 14.54 58.2K 5,541 D
2024-11-07 Dicker Karl Officer M-Exempt A Common Stock 12,500 14.54 181.8K 62,223 D
2024-11-04 Canuso Dominic C Officer P-Purchase A Common Stock 99 25.51 2.5K 1,581 D
2024-11-04 Barry Edward F Director / Officer M-Exempt A Common Stock 20,000 14.89 297.8K 146,389 D
2024-11-01 Poynot Steven M Officer P-Purchase A Common Stock 1,000 25.41 25.4K 4,503 I
2024-11-01 Canuso Dominic C Officer P-Purchase A Common Stock 10 25.25 252.50 10 D
2024-10-23 Dalaya Jacob Officer M-Exempt A Common Stock 334 0.00 334 D
2024-10-11 Poynot Steven M Officer M-Exempt A Common Stock 667 0.00 1,133 D
2024-10-01 MCCONNELL MARC H Director 0 0.00 0
2024-10-01 BRECKHEIMER MICHAEL Officer A-Award A Restricted Stock Units 23,102 0.00 23,102 D
2024-09-05 Suss Eric M. Officer F-InKind D Common Stock 5,932 25.09 148.8K 55,038
2024-08-21 Suss Eric M. Officer L-Small A Common Stock 210 24.51 5.1K 58,775 D
2024-08-13 Brannan C Scott Director G-Gift D Common Stock 1,147 0.00 1,541
2024-07-31 Scully Mary Ann Director P-Purchase A Common Stock 2,000 25.14 50.3K 13,536
2024-07-15 Canuso Dominic C Officer 0 0.00 0
2024-06-26 Walker Jennings Officer M-Exempt D Restricted Stock Units 667 0.00 1,333
2024-06-24 Whalen James F. Director M-Exempt A Common Stock 3,750 13.89 52.1K 54,695
2024-05-31 Schwartz Steven Jay Director M-Exempt D Stock Options 7,000 14.54 101.8K 0
2024-04-22 Bernstein Joshua Director M-Exempt A Common Stock 938 13.89 13.0K 83,209
2024-03-18 Lindarev Anguel Officer A-Award A Restricted Stock Units 1,750 0.00 1,750
2024-02-16 Lewis Fred Joseph Director M-Exempt A Common Stock 5,400 14.54 78.5K 27,560
2024-02-15 Barry Edward F Director / Officer F-InKind D Common Stock 953 20.81 19.8K 124,592
2024-01-01 Yamada Kathy Officer M-Exempt A Common Stock 1,666 0.00 53,438
2024-01-01 Whalen James F. Director A-Award A Common Stock 1,573 0.00 43,945
2024-01-01 Walker Jennings Officer A-Award A Stock Options 4,000 24.20 96.8K 4,000
2024-01-01 Uthra Sandeep Officer D Stock Options 3,995 23.54 94.0K 0
2024-01-01 Suss Eric M. Officer A-Award A Stock Options 4,460 24.20 107.9K 4,460
2024-01-01 Scully Mary Ann Director A-Award A Stock Options 1,500 24.20 36.3K 1,500
2024-01-01 Schwartz Steven Jay Director A-Award A Common Stock 1,573 0.00 56,875
2024-01-01 RATNERSALZBERG DEBORAH Director A-Award A Common Stock 858 0.00 41,823
2024-01-01 Poynot Steven M Officer A-Award A Stock Options 5,160 24.20 124.9K 5,160
2024-01-01 Perrine Constance E Officer D Stock Options 1,600 23.54 37.7K 0
2024-01-01 Lewis Fred Joseph Director A-Award A Common Stock 1,215 0.00 22,160
2024-01-01 Levitt Randall James Director A-Award A Common Stock 1,001 0.00 36,177
2024-01-01 Kaye Jeffrey Officer A-Award A Stock Options 4,130 24.20 99.9K 4,130
2024-01-01 Kausmeyer Gary M Officer A-Award A Restricted Stock Units 600 0.00 600
2024-01-01 Dicker Karl Officer M-Exempt A Common Stock 1,666 0.00 50,313
2024-01-01 Dalaya Jacob Officer A-Award A Stock Options 2,000 24.20 48.4K 2,000
2024-01-01 Caplan Mark Director Stock Options 2,265 23.54 53.3K 0 D
2024-01-01 Browning Scot Richard Director / Officer A-Award A Stock Options 4,500 24.20 108.9K 4,500
2024-01-01 Brannan C Scott Director A-Award A Stock Options 2,800 24.20 67.8K 2,800
2024-01-01 Bernstein Joshua Director A-Award A Stock Options 3,400 24.20 82.3K 3,400
2024-01-01 Barry Edward F Director / Officer A-Award A Stock Options 11,870 24.20 287.3K 11,870
2024-01-01 Bailey Jerome Ronnell Director A-Award A Common Stock 1,215 0.00 44,843
2023-12-08 Browning Scot Richard Director / Officer M-Exempt A Common Stock 14,000 11.38 159.3K 507,277
2023-12-06 Whalen James F. Director M-Exempt A Common Stock 11,250 11.38 128.0K 42,372
2023-12-04 Bailey Jerome Ronnell Director M-Exempt A Common Stock 11,250 11.38 128.0K 43,628
2023-11-30 Lewis Fred Joseph Director M-Exempt D Stock Options 10,000 11.38 113.8K 0
2023-11-20 Schwartz Steven Jay Director M-Exempt D Stock Options 11,250 11.38 128.0K 0
2023-11-17 Yamada Kathy Officer F-InKind D Common Stock 8,790 20.20 177.6K 51,772
2023-11-17 Brannan C Scott Director G-Gift D Common Stock 107 0.00 1,687
2023-11-13 RATNERSALZBERG DEBORAH Director M-Exempt A Common Stock 8,400 11.38 95.6K 45,710
2023-11-02 Brannan C Scott Director M-Exempt D Stock Options 500 11.38 5.7K 0
2023-11-02 Bernstein Joshua Director F-InKind D Common Stock 3,204 20.00 64.1K 81,056
2023-11-01 Suss Eric M. Officer F-InKind D Common Stock 6,003 20.44 122.7K 51,470
2023-11-01 Barry Edward F Director / Officer M-Exempt A Common Stock 20,000 11.41 228.2K 129,911
2023-10-30 Dicker Karl Officer M-Exempt A Common Stock 16,500 11.38 187.8K 58,027
2023-10-23 Dalaya Jacob Officer 0 0.00 0
2023-10-11 Poynot Steven M Officer M-Exempt D Restricted Stock Units 667 0.00 1,333
2023-10-11 Perrine Constance E Officer M-Exempt A Common Stock 250 11.38 2.8K 1,880
2023-09-07 Scully Mary Ann Director P-Purchase A Common Stock 5,500 19.68 108.2K 11,000
2023-09-05 Suss Eric M. Officer F-InKind D Common Stock 2,966 19.79 58.7K 46,691
2023-07-13 Scully Mary Ann Director D Common Stock 0 0.00 5,500
2023-06-26 Walker Jennings Officer A-Award A Stock Options 2,000 17.90 35.8K 2,000
2023-06-14 Perrine Constance E Officer P-Purchase A Common Stock 4 19.20 76.80 1,630
2023-06-02 Poynot Steven M Officer P-Purchase A Common Stock 1,500 17.05 25.6K 2,503
2023-05-21 Dicker Karl Officer M-Exempt D Restricted Stock Units 3,000 0.00 0
2023-05-18 JACKSON ALAN W Officer M-Exempt A Common Stock 3,900 13.89 54.2K 59,568
2023-05-18 Dicker Karl Officer M-Exempt A Common Stock 12,000 12.38 148.6K 39,430
2023-05-08 Perrine Constance E Officer M-Exempt D Stock Options 1,500 11.38 17.1K 250
2023-05-04 JACKSON ALAN W Officer M-Exempt A Common Stock 3,150 11.38 35.8K 46,668
2023-03-15 JACKSON ALAN W Officer M-Exempt A Common Stock 300 11.38 3.4K 43,518
2023-03-14 Poynot Steven M Officer P-Purchase A Common Stock 900 17.00 15.3K 2,900
2023-03-14 Levitt Randall James Director P-Purchase A Common Stock 5,000 17.75 88.8K 20,700
2023-03-13 Levitt Randall James Director P-Purchase A Common Stock 700 16.50 11.6K 15,700
2023-03-10 Perrine Constance E Officer D Common Stock 0 0.00 126
2023-03-01 JACKSON ALAN W Officer M-Exempt A Common Stock 3,000 11.38 34.1K 43,218
2023-02-16 Levitt Randall James Director M-Exempt D Stock Options 2,700 14.54 39.3K 1,350
2023-02-15 Barry Edward F Director / Officer M-Exempt A Common Stock 6,469 0.00 111,092
2023-02-14 Barry Edward F Director / Officer M-Exempt D Restricted Stock Units 5,571 0.00 0

Executive team

Top executives
EBIT / Employee
181.5K
Shares Outstanding
16.29M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Edward F. Barry Chief Executive Officer 726.3K 246.7K 264.4K 72.6K 40.1K 1.38M 24.42%
2 2025 Karl Dicker President of OpenSky ™ & Fintech 404.5K 280.1K 35.0K 35.0K 13.3K 768.0K 9.12%
3 2025 Steven M. Poynot Chief Operating Officer 415.0K 196.0K 31.1K 31.1K 45.3K 748.6K 8.32%
4 2024 Edward F. Barry Chief Executive Officer 664.0K 337.5K 425.0K 87.5K 39.8K 1.55M 32.98%
5 2024 Karl Dicker President of OpenSky ™ & Fintech 389.9K 244.5K 31.0K 31.0K 13.2K 709.6K 8.73%
6 2024 Steven M. Poynot President and Chief Operating Officer 379.2K 150.0K 34.5K 34.5K 35.1K 633.3K 10.90%
7 2024 Steven M. Poynot Chief Operating Officer 379.2K 150.0K 34.5K 34.5K 35.1K 633.3K 10.90%
8 2023 Edward F. Barry Chief Executive Officer 603.8K 175.0K 175.0K 126.1K 39.0K 1.12M 26.91%
9 2023 Karl Dicker President of OpenSky ™ & Fintech 374.9K 205.8K 58.7K 11.8K 651.3K 9.01%
10 2023 Steven M. Poynot President and Chief Operating Officer 350.0K 95.0K 54.8K 33.4K 533.2K 10.28%
11 2022 Edward F. Barry Chief Executive Officer 562.5K 164.0K 164.0K 175.0K 37.6K 1.10M 30.73%
12 2022 Karl Dicker Chief Operating Officer until October 11, 2022; President of OpenSky ® & Fintech 357.1K 250.7K 60.7K 13.4K 681.8K 8.90%
13 2022 Karl Dicker President of OpenSky ™ & Fintech 357.1K 250.7K 60.7K 13.4K 681.8K 8.90%
14 2022 Scot R. Browning President of the Bank 329.4K 141.6K 49.4K 52.1K 572.5K 8.63%
15 2021 Edward F. Barry Chief Executive Officer 500.0K 235.0K 235.0K 314.5K 35.7K 1.32M 41.62%
16 2021 Karl Dicker Chief Operating Officer until October 11, 2022; President of OpenSky ® & Fintech 345.0K 300.2K 76.5K 10.6K 732.3K 10.44%
17 2021 Karl Dicker Chief Operating Officer 345.0K 300.2K 76.5K 10.6K 732.3K 10.44%
18 2021 Scot R. Browning President of the Bank 318.3K 257.8K 70.5K 45.2K 691.8K 10.20%
19 2020 Edward F. Barry Chief Executive Officer 500.0K 330.0K 300.0K 94.2K 39.9K 1.26M 31.19%
20 2020 Karl Dicker Chief Operating Officer 300.2K 270.1K 69.7K 71.8K 16.5K 728.2K 19.42%
21 2020 Scot R. Browning President of the Bank 318.3K 190.0K 66.6K 46.3K 621.1K 10.72%
22 2019 Edward F. Barry Chief Executive Officer 500.0K 240.0K 240.0K 51.0K 33.3K 1.06M 27.34%
23 2019 Karl Dicker Chief Operating Officer 290.0K 191.4K 55.6K 16.5K 553.5K 10.05%
24 2019 Scot R. Browning President of the Bank 318.3K 124.1K 51.2K 35.3K 528.9K 9.68%
25 2018 Edward F. Barry Chief Executive Officer 400.0K 208.5K 102.9K 52.7K 764.2K 13.47%
26 2018 Scot R. Browning President of the Bank 309.0K 125.0K 9.6K 35.6K 49.0K 528.1K 8.55%
27 2018 Alan W. Jackson Executive Vice President, Chief Financial Officer 275.0K 137.5K 41.9K 22.0K 476.4K 8.80%
28 2017 Edward F. Barry Chief Executive Officer 400.0K 150.0K 53.5K 45.8K 649.3K 8.24%
29 2017 Scot R. Browning President of the Bank 300.0K 135.0K 37.5K 51.3K 523.8K 7.15%
30 2017 Alan W. Jackson Executive Vice President, Chief Financial Officer 22.0K 16.1K 26.8K 67.00 65.0K 41.22%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-07 DEF 14A
2025-04-01 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-08 10-Q
2026-04-27 8-K
2026-04-07 DEF 14A
2026-04-07 ARS
2026-04-06 4
2026-03-23 4/A
2026-03-18 8-K
2026-03-18 4
2026-03-17 4
2026-03-16 10-K

Executive team

NameTitleCompensationGender
Edward F. Barry President, Chief Executive Officer & Director 1M male
Karl Dicker Executive VP & President, OpenSky Card 698.0K male
Steven Poynot President & CEO of Capital Bank, National Association 656.3K male
Jacob Dalaya Executive Vice President & Chief Financial Officer male
James D. Witty Senior Vice President & Director of Contractor Banking male
Anguel Lindarev Executive Vice President & Chief Information Officer male
Todd Warren Senior Vice President & Market Executive for the Greater Chesapeake & Baltimore Regions male
Constance E. Egan Chief Accounting Officer female
Gary Kausmeyer Executive VP and Chief Risk & Compliance Officer male
ESG Rating
B
BANKS - REGIONAL
Rank: 316 out of 431
2026
E (Environmental)
47.6 / 64.3
Company / Sector avg.
S (Social)
57.4 / 76.5
Company / Sector avg.
G (Governance)
68.8 / 75.5
Company / Sector avg.
ESG Total
57.9 / 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