Capital Bancorp, Inc. (CBNK)
Rockville, MD, US
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.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.22% | +1.04% | +1.37% | +8.53% | +14.82% | +13.31% | -1.18% | +89.21% | +44.30% | +149.38% | +149.38% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 3 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
37.00
+4.5%
|
| All Time | 2 |
32.50
-8.2%
|
-
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)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 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
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-29 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintain |
| 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
Ownership Overview
| # | 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)
| # | 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 |
Insider Activity
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for CBNK
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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