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Capital City Bank Group, Inc. (CCBG)
USD49.78
+0.44 (+0.89%)
US NASDAQ Financial Services Banks - Regional
Address
217 North Monroe Street 32301
Tallahassee, FL, US
Tallahassee, FL, US
CEO
William Godfrey Smith Jr.
Website
ccbg.com
IPO
1994-06-06
CIK 726601 ISIN US1396741050
Description
Capital City Bank Group, Inc. functions as the financial holding company for Capital City Bank, delivering a comprehensive array of financial services to both individual consumers and businesses. Its commercial offerings encompass financing for business properties, equipment, inventories, and accounts receivable, in addition to commercial leasing, letters of credit, treasury management solutions, and merchant credit card transaction processing. The institution also offers commercial and residential real estate loans, including both fixed and adjustable-rate mortgages for homes, along with personal loans for vehicles, recreational vehicles, and home equity, as well as various credit card options. Furthermore, it delivers specialized institutional banking services to a diverse clientele, including state and local governments, public educational institutions, charities, membership organizations, and non-profit associations. These services feature tailored checking and savings accounts, sophisticated cash management systems, tax-exempt loans, lines of credit, and term financing. For its consumer base, the bank provides a full spectrum of services such as checking and savings accounts, access to interactive and automated teller machines (ATMs/ITMs), debit and credit cards, night deposit boxes, safe deposit facilities, and modern online and mobile banking capabilities. The company also offers individual asset management solutions, including agency accounts, personal trusts, IRAs, and personalized investment management. Its retail securities product offerings extend to U.S. government and tax-free municipal bonds, equities, mutual funds, unit investment trusts, annuities, life insurance, and long-term healthcare plans. As of December 31, 2021, its operational footprint included 57 banking branches and 86 ATM/ITM locations spanning Florida, Georgia, and Alabama. Established in 1895, Capital City Bank Group maintains its corporate headquarters in Tallahassee, Florida.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD49.78
+0.44 (+0.89%)
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Volume Profile
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Liquidity & share structure
Average Volume
95.7K
Beta
0.34
Float Shares
13.69M
Free Float %
80.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.85% | -1.81% | -1.15% | +6.51% | +8.87% | +7.21% | +20.93% | +51.78% | +67.86% | +194.45% | +664.49% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (7 ratings, all time)
Hold
Price Targets & DCF
Current price
49.78
Low
49.50
-0.6%
Consensus
49.50
-0.6%
Median
49.50
-0.6%
High
49.50
-0.6%
DCF (Unlevered)
68.78
+38.2%
DCF (Levered)
118.86
+138.8%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
0% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | -1 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
49.50
-0.6%
|
| Last Year | 2 |
47.25
-5.1%
|
| All Time | 4 |
39.00
-21.7%
|
Quality scores
Altman Z-Score
0.41
Distress
Piotroski F-Score
8 / 9
Strong
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
-
Revenue growth+6.5% Q1'26: -6.6% (vs Q1'25)
-
EPS growth+15.4% Q1'26: -7.1% (vs Q1'25)
-
FCF margin— Q1'26: +23.4% (vs Q1'25)
-
EBIT margin— Q1'26: +32.9% (vs Q1'25)
-
ROIC— Q1'26: -9.6% (vs Q1'25)
-
Share dilution+1.0% Q1'26: +0.6% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 0.81× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 1999 actual |
Dec 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 2 EPS Ana. |
Dec 2027 1 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
126.30M
est: 82.57M (+53.0%)
|
136.10M
est: 89.23M (+52.5%)
|
151.02M
est: 109.47M (+37.9%)
|
140.27M
est: 110.65M (+26.8%)
|
136.77M
est: 126.53M (+8.1%)
|
152.08M
est: 143.35M (+6.1%)
|
189.25M
est: 162.11M (+16.7%)
|
221.47M
est: 174.78M (+26.7%)
|
224.62M
est: 179.17M (+25.4%)
|
203.66M
est: 234.10M (-13.0%)
|
180.17M
est: 75.70M (+138.0%)
|
163.67M
est: 540.33M (-69.7%)
|
154.60M
est: 93.65M (+65.1%)
|
131.87M
est: 126.73M (+4.1%)
|
124.70M
est: 112.88M (+10.5%)
|
133.75M
est: 128.91M (+3.8%)
|
128.36M
est: 129.72M (-1.0%)
|
132.42M
est: 136.11M (-2.7%)
|
144.98M
est: 144.68M (+0.2%)
|
160.11M
est: 156.40M (+2.4%)
|
211.53M
est: 213.12M (-0.7%)
|
207.33M
est: 212.15M (-2.3%)
|
200.56M
est: 218.47M (-8.2%)
|
245.69M
est: 221.12M (+11.1%)
|
262.22M
est: 234.40M (+11.9%)
|
279.31M
est: 254.55M (+9.7%)
|
257.85M
257.52M – 258.18M
+1.3% YoY
|
267.00M
266.66M – 267.34M
+3.5% YoY
|
| EBITDA |
30.80M
est: 70.50M (-56.3%)
|
35.79M
est: 81.29M (-56.0%)
|
35.30M
est: 88.12M (-59.9%)
|
44.80M
est: 61.60M (-27.3%)
|
49.05M
est: 63.81M (-23.1%)
|
56.50M
est: 75.18M (-24.9%)
|
59.66M
est: 91.28M (-34.6%)
|
64.65M
est: 111.24M (-41.9%)
|
55.84M
est: 113.06M (-50.6%)
|
34.42M
est: 78.71M (-56.3%)
|
1.92M
est: 61.56M (-96.9%)
|
6.35M
est: 79.45M (-92.0%)
|
12.97M
est: 41.95M (-69.1%)
|
14.58M
est: 17.89M (-18.5%)
|
17.44M
est: 19.93M (-12.5%)
|
20.16M
est: 25.96M (-22.3%)
|
24.59M
est: 23.53M (+4.5%)
|
29.62M
est: 32.24M (-8.1%)
|
36.10M
est: 43.83M (-17.6%)
|
47.01M
est: 52.23M (-10.0%)
|
60.11M
est: 50.21M (+19.7%)
|
57.17M
est: 52.35M (+9.2%)
|
48.83M
est: 55.00M (-11.2%)
|
71.94M
est: 62.44M (+15.2%)
|
73.40M
est: 66.19M (+10.9%)
|
89.37M
est: 71.88M (+24.3%)
|
72.81M
72.72M – 72.90M
+1.3% YoY
|
75.39M
75.30M – 75.49M
+3.5% YoY
|
| EBIT |
22.80M
est: 19.87M (+14.7%)
|
27.60M
est: 21.47M (+28.5%)
|
25.98M
est: 26.35M (-1.4%)
|
35.77M
est: 26.63M (+34.3%)
|
38.77M
est: 30.45M (+27.3%)
|
45.27M
est: 34.50M (+31.2%)
|
46.87M
est: 39.01M (+20.1%)
|
51.19M
est: 42.06M (+21.7%)
|
43.39M
est: 43.12M (+0.6%)
|
21.94M
est: 56.34M (-61.1%)
|
-8.81M
est: 18.22M (-148.3%)
|
-3.38M
est: 130.03M (-102.6%)
|
5.53M
est: 22.54M (-75.5%)
|
7.97M
est: 30.50M (-73.9%)
|
10.91M
est: 27.17M (-59.8%)
|
13.58M
est: 31.02M (-56.2%)
|
17.61M
est: 31.22M (-43.6%)
|
23.07M
est: 32.76M (-29.6%)
|
29.65M
est: 34.82M (-14.9%)
|
40.76M
est: 37.64M (+8.3%)
|
52.88M
est: 51.29M (+3.1%)
|
49.45M
est: 51.06M (-3.1%)
|
41.08M
est: 52.58M (-21.9%)
|
63.86M
est: 55.41M (+15.2%)
|
65.57M
est: 58.74M (+11.6%)
|
83.71M
est: 63.79M (+31.2%)
|
64.62M
64.53M – 64.70M
+1.3% YoY
|
66.91M
66.82M – 67.00M
+3.5% YoY
|
| Net Income |
15.30M
est: 14.82M (+3.3%)
|
18.15M
est: 17.96M (+1.0%)
|
16.87M
est: 17.61M (-4.2%)
|
23.08M
est: 21.07M (+9.6%)
|
25.19M
est: 25.17M (+0.1%)
|
29.37M
est: 30.62M (-4.1%)
|
30.28M
est: 30.63M (-1.1%)
|
33.27M
est: 33.21M (+0.2%)
|
29.68M
est: 30.71M (-3.3%)
|
15.23M
est: 13.38M (+13.7%)
|
-3.47M
est: -5.87M (+40.9%)
|
-413.0K
est: 15.60M (-102.6%)
|
4.90M
est: 10.09M (-51.5%)
|
6.05M
est: 5.75M (+5.2%)
|
9.26M
est: 7.80M (+18.8%)
|
9.12M
est: 9.85M (-7.4%)
|
11.75M
est: 9.69M (+21.2%)
|
10.86M
est: 10.20M (+6.5%)
|
26.22M
est: 26.87M (-2.4%)
|
30.81M
est: 28.41M (+8.4%)
|
31.58M
est: 28.69M (+10.1%)
|
33.40M
est: 31.92M (+4.6%)
|
33.41M
est: 33.55M (-0.4%)
|
52.26M
est: 51.64M (+1.2%)
|
52.92M
est: 52.73M (+0.3%)
|
61.56M
est: 63.25M (-2.7%)
|
61.83M
61.83M – 62.04M
-2.2% YoY
|
62.28M
62.17M – 62.38M
+0.7% YoY
|
| SGA |
29.00M
est: 28.55M (+1.6%)
|
29.97M
est: 29.68M (+1.0%)
|
37.69M
est: 39.62M (-4.9%)
|
40.21M
est: 39.54M (+1.7%)
|
40.46M
est: 45.09M (-10.3%)
|
44.35M
est: 46.68M (-5.0%)
|
53.69M
est: 54.70M (-1.9%)
|
60.86M
est: 60.95M (-0.2%)
|
60.28M
est: 62.71M (-3.9%)
|
61.83M
est: 82.91M (-25.4%)
|
65.07M
est: 34.85M (+86.7%)
|
75.09M
est: 200.94M (-62.6%)
|
72.37M
est: 43.11M (+67.8%)
|
71.99M
est: 73.26M (-1.7%)
|
66.61M
est: 66.58M (+0.1%)
|
65.41M
est: 79.83M (-18.1%)
|
68.75M
est: 62.62M (+9.8%)
|
68.23M
est: 63.05M (+8.2%)
|
68.99M
est: 72.89M (-5.4%)
|
71.06M
est: 67.99M (+4.5%)
|
100.67M
est: 100.74M (-0.1%)
|
111.23M
est: 105.90M (+5.0%)
|
96.41M
est: 113.47M (-15.0%)
|
100.04M
est: 99.17M (+0.9%)
|
105.29M
est: 105.13M (+0.2%)
|
116.34M
est: 114.17M (+1.9%)
|
115.65M
115.50M – 115.79M
+1.3% YoY
|
119.75M
119.59M – 119.90M
+3.5% YoY
|
| EPS |
0.96
est: 1.01 (-5.0%)
|
1.14
est: 1.11 (+2.7%)
|
1.02
est: 1.16 (-12.1%)
|
1.12
est: 1.17 (-4.3%)
|
1.53
est: 1.52 (+0.7%)
|
1.39
est: 1.65 (-15.8%)
|
1.66
est: 1.74 (-4.6%)
|
1.79
est: 1.79 (+0.0%)
|
1.66
est: 1.80 (-7.8%)
|
0.89
est: 1.50 (-40.7%)
|
-0.20
est: -0.14 (-48.1%)
|
-0.02
est: -0.61 (+96.7%)
|
0.29
est: 0.33 (-10.8%)
|
0.35
est: 0.25 (+42.9%)
|
0.53
est: 0.42 (+27.7%)
|
0.53
est: 0.50 (+6.0%)
|
0.69
est: 0.62 (+10.9%)
|
0.64
est: 0.88 (-27.5%)
|
1.54
est: 1.39 (+10.8%)
|
1.84
est: 1.78 (+3.3%)
|
1.88
est: 1.92 (-2.1%)
|
1.98
est: 2.04 (-2.8%)
|
1.97
est: 2.42 (-18.7%)
|
3.08
est: 3.01 (+2.2%)
|
3.12
est: 3.08 (+1.4%)
|
3.60
est: 3.69 (-2.4%)
|
3.61
3.61 – 3.62
-2.1% YoY
|
3.63
3.63 – 3.64
+0.6% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-21 | 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 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-27 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-26 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-22 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-21 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-20 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-19 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-18 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-15 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-14 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-13 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-12 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-11 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-08 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-07 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-06 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-04 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-17 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
96.45M
OE per share TTM
5.64
Owner's Yield
12.34%
Maintenance CapEx ratio
18.54%
Maint CapEx / Avg PPE
37.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
137
Total invested
380.23M
Insider transactions (90d)
2
Beneficial owners (>5%)
7
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | William Godfrey Smith, Jr. | 2.97M | 17.40% | 2.36M | 607.3K | 2.36M | 10.00 | IN | Citizenship or Place of Organization | 2018-07-23 | ↗ |
| 2 | (1) BlackRock, Inc. | 1.92M | 11.30% | — | — | — | — | HC | Delaware | 2023-01-20 | ↗ |
| 3 | Douglas W. Smith | 1.91M | 11.20% | 3.6K | 1.90M | 3.6K | 10.00 | IN | Citizenship or Place of Organization | 2018-07-23 | ↗ |
| 4 | E. Drew Mitchell | 1.90M | 11.20% | — | 1.90M | — | 10.00 | IN | Citizenship or Place of Organization | 2018-07-23 | ↗ |
| 5 | Estate of Robert Hill Smith | 1.32M | 8.94% | 1.32M | — | 1.32M | 10.00 | OO | Citizenship or Place of Organization | 2018-07-23 | ↗ |
| 6 | (. | 903.2K | 5.29% | 849.7K | — | 903.2K | — | IA | Delaware Limited Partnership | 2019-02-08 | ↗ |
| 7 | 30-0447847 | 856.4K | 5.00% | 834.0K | — | 856.4K | — | IA | Delaware Limited Partnership | 2023-02-10 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
137
+5 vs prev Q
New positions
28
Closed positions
23
Increased
62
Reduced
42
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 | BLACKROCK, INC. | 1.71M -17.5K (-1.0%) | 72.70M +602.4K (+0.8%) | 10.00% -0.111 pp | 0.00% +0.000 pp | USD35.30 +20.6% | 6 qtrs — |
| 2 | DIMENSIONAL FUND ADVISORS LP | 878.6K -1.9K (-0.2%) | 37.40M +606.9K (+1.6%) | 5.15% -0.015 pp | 0.01% 0.000 pp | USD16.05 +165.2% | 51 qtrs — |
| 3 | VANGUARD GROUP INC | 783.9K +3.4K (+0.4%) | 33.37M +754.1K (+2.3%) | 4.59% +0.016 pp | 0.00% +0.000 pp | USD32.19 +32.2% | 84 qtrs — |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | 547.9K +133.9K (+32.4%) | 23.32M +6.0M (+34.8%) | 3.21% +0.783 pp | 0.00% +0.001 pp | USD39.02 +9.1% | 6 qtrs — |
| 5 | HEARTLAND ADVISORS INC | 500.0K +— (+0.0%) | 21.29M +390.0K (+1.9%) | 2.93% -0.002 pp | 1.15% +0.043 pp | USD16.20 +162.8% | 47 qtrs — |
| 6 | AMERICAN CENTURY COMPANIES INC | 369.1K +32.9K (+9.8%) | 15.71M +1.7M (+11.8%) | 2.16% +0.191 pp | 0.01% +0.001 pp | USD35.43 +20.2% | 14 qtrs — |
| 7 | STATE STREET CORP | 363.9K -3.4K (-0.9%) | 15.49M +143.8K (+0.9%) | 2.13% -0.021 pp | 0.00% +0.000 pp | USD21.94 +94.0% | 51 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 327.0K -6.6K (-2.0%) | 13.92M -21.7K (-0.2%) | 1.92% -0.040 pp | 0.00% +0.000 pp | USD24.97 +70.5% | 78 qtrs — |
| 9 | TRUIST FINANCIAL CORP | 278.8K +— (+0.0%) | 11.87M +217.5K (+1.9%) | 1.63% -0.001 pp | 0.02% +0.000 pp | USD26.40 +61.3% | 19 qtrs — |
| 10 | ACADIAN ASSET MANAGEMENT LLC | 175.1K -8.4K (-4.6%) | 7.45M -212.0K (-2.8%) | 1.03% -0.050 pp | 0.01% -0.001 pp | USD27.10 +57.1% | 40 qtrs — |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 164.5K -2.2K (-1.3%) | 7.00M +36.3K (+0.5%) | 0.96% -0.014 pp | 0.01% +0.002 pp | USD23.67 +79.8% | 63 qtrs — |
| 12 | NORTHERN TRUST CORP | 118.7K -8.8K (-6.9%) | 5.05M -275.6K (-5.2%) | 0.70% -0.052 pp | 0.00% +0.000 pp | USD18.22 +133.6% | 51 qtrs — |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 114.6K -805.0 (-0.7%) | 4.88M +55.7K (+1.2%) | 0.67% -0.005 pp | 0.00% +0.000 pp | USD33.62 +26.6% | 100 qtrs — |
| 14 | BANK OF AMERICA CORP /DE/ | 113.5K -79.0K (-41.1%) | 4.83M -3.2M (-40.0%) | 0.66% -0.464 pp | 0.00% 0.000 pp | USD40.29 +5.7% | 52 qtrs — |
| 15 | ISTHMUS PARTNERS, LLC | 88.7K +183.0 (+0.2%) | 3.78M +3.8M (+101,970.2%) | 0.52% +0.001 pp | 0.42% +0.418 pp | USD26.90 +58.3% | 36 qtrs — |
| 16 | GOLDMAN SACHS GROUP INC | 86.6K +27.0K (+45.3%) | 3.69M +1.2M (+48.0%) | 0.51% +0.158 pp | 0.00% +0.000 pp | USD36.55 +16.5% | 31 qtrs — |
| 17 | RUSSELL INVESTMENTS GROUP, LTD. | 85.2K +212.0 (+0.2%) | 3.63M +75.4K (+2.1%) | 0.50% +0.001 pp | 0.00% 0.000 pp | USD24.96 +70.6% | 37 qtrs — |
| 18 | BANK OF NEW YORK MELLON CORP | 77.2K -1.6K (-2.0%) | 3.29M -5.4K (-0.2%) | 0.45% -0.010 pp | 0.00% 0.000 pp | USD27.25 +56.2% | 66 qtrs — |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 75.2K +3.6K (+5.0%) | 3.20M +208.4K (+7.0%) | 0.44% +0.021 pp | 0.07% +0.003 pp | USD26.86 +58.5% | 63 qtrs — |
| 20 | PANAGORA ASSET MANAGEMENT INC | 73.5K +1.8K (+2.5%) | 3.13M +132.4K (+4.4%) | 0.43% +0.010 pp | 0.01% -0.001 pp | USD30.98 +37.4% | 13 qtrs — |
| 21 | — | 67.5K -4.0K (-5.6%) | 2.87M -114.5K (-3.8%) | 0.40% -0.024 pp | 1.99% +0.151 pp | USD41.79 +1.9% | 2 qtrs — |
| 22 | MILLENNIUM MANAGEMENT LLC | 66.9K +22.3K (+50.1%) | 2.85M +984.7K (+52.9%) | 0.39% +0.131 pp | 0.00% +0.000 pp | USD41.84 +1.7% | 3 qtrs — |
| 23 | MORGAN STANLEY | 62.5K +26.2K (+72.0%) | 2.66M +1.1M (+75.2%) | 0.37% +0.153 pp | 0.00% +0.000 pp | USD36.80 +15.7% | 49 qtrs — |
| 24 | AXECAP INVESTMENTS, LLC | 60.9K -10.8K (-15.1%) | 2.59M -404.9K (-13.5%) | 0.36% -0.064 pp | 1.60% -0.253 pp | USD38.33 +11.1% | 4 qtrs — |
| 25 | JPMORGAN CHASE & CO | 54.4K -8.3K (-13.3%) | 2.32M -306.4K (-11.7%) | 0.32% -0.049 pp | 0.00% +0.000 pp | USD33.46 +27.2% | 40 qtrs — |
| 26 | BARCLAYS PLC | 53.2K -187.0 (-0.4%) | 2.27M +380.8K (+20.2%) | 0.31% -0.001 pp | 0.00% +0.000 pp | USD31.13 +36.7% | 38 qtrs — |
| 27 | FIRST TRUST ADVISORS LP | 50.4K -1.6K (-3.1%) | 2.15M -28.6K (-1.3%) | 0.30% -0.010 pp | 0.00% 0.000 pp | USD31.56 +34.9% | 22 qtrs — |
| 28 | MALTESE CAPITAL MANAGEMENT LLC | 50.0K -22.4K (-30.9%) | 2.13M -897.1K (-29.7%) | 0.29% -0.132 pp | 0.38% -0.081 pp | USD30.98 +37.4% | 16 qtrs — |
| 29 | EMPOWERED FUNDS, LLC | 38.0K +3.6K (+10.4%) | 1.62M +179.4K (+12.5%) | 0.22% +0.021 pp | 0.01% -0.002 pp | USD33.94 +25.4% | 11 qtrs — |
| 30 | JACOBS LEVY EQUITY MANAGEMENT, INC | 38.0K +172.0 (+0.5%) | 1.62M +36.8K (+2.3%) | 0.22% +0.001 pp | 0.01% +0.000 pp | USD26.13 +62.9% | 35 qtrs — |
| 31 | AQR CAPITAL MANAGEMENT LLC | 37.8K +9.1K (+31.8%) | 1.61M +410.9K (+34.2%) | 0.22% +0.053 pp | 0.00% +0.000 pp | USD39.78 +7.0% | 6 qtrs — |
| 32 | THOMASVILLE NATIONAL BANK | 37.8K +— (+0.0%) | 1.61M +29.4K (+1.9%) | 0.22% 0.000 pp | 0.10% +0.000 pp | USD27.12 +57.0% | 36 qtrs — |
| 33 | MARTINGALE ASSET MANAGEMENT L P | 36.2K -6.4K (-14.9%) | 1.54M -237.1K (-13.3%) | 0.21% -0.037 pp | 0.04% -0.006 pp | USD31.01 +37.3% | 13 qtrs — |
| 34 | AMERIPRISE FINANCIAL INC | 36.0K +1.0K (+2.9%) | 1.53M +70.3K (+4.8%) | 0.21% +0.006 pp | 0.00% +0.000 pp | USD33.45 +27.3% | 56 qtrs — |
| 35 | SWISS NATIONAL BANK | 28.6K +700.0 (+2.5%) | 1.22M +51.6K (+4.4%) | 0.17% +0.004 pp | 0.00% +0.000 pp | USD29.43 +44.6% | 25 qtrs — |
| 36 | CREATIVE PLANNING | 25.9K +1.5K (+6.0%) | 1.10M +81.5K (+8.0%) | 0.15% +0.009 pp | 0.00% +0.000 pp | USD41.83 +1.8% | 2 qtrs — |
| 37 | WELLS FARGO & COMPANY/MN | 24.8K +4.9K (+24.8%) | 1.06M +225.1K (+27.1%) | 0.15% +0.029 pp | 0.00% +0.000 pp | USD33.08 +28.7% | 57 qtrs — |
| 38 | PROSPECTOR PARTNERS LLC | 24.5K -8.2K (-25.0%) | 1.04M -322.5K (-23.6%) | 0.14% -0.048 pp | 2.23% +2.071 pp | USD27.66 +53.9% | 8 qtrs — |
| 39 | TWO SIGMA INVESTMENTS, LP | 24.0K -10.6K (-30.6%) | 1.02M -424.1K (-29.3%) | 0.14% -0.062 pp | 0.00% -0.001 pp | USD33.83 +25.8% | 19 qtrs — |
| 40 | NUVEEN, LLC | 22.9K -1.3K (-5.2%) | 975.8K -34.6K (-3.4%) | 0.13% -0.008 pp | 0.00% +0.000 pp | USD35.96 +18.4% | 4 qtrs — |
| 41 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 22.0K +— (+0.0%) | 937.5K +17.2K (+1.9%) | 0.13% 0.000 pp | 0.00% +0.000 pp | USD35.91 +18.5% | 6 qtrs — |
| 42 | WEISS ASSET MANAGEMENT LP | 21.6K +21.6K (+100.0%) | 918.7K +918.7K (+100.0%) | 0.13% +0.126 pp | 0.01% +0.013 pp | USD42.57 +0.0% | 1 qtrs NEW |
| 43 | SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 20.4K +— (+0.0%) | 867.4K +15.9K (+1.9%) | 0.12% 0.000 pp | 0.49% -0.004 pp | USD41.79 +1.9% | 2 qtrs — |
| 44 | RHUMBLINE ADVISERS | 20.1K -1.7K (-7.9%) | 856.7K -56.4K (-6.2%) | 0.12% -0.010 pp | 0.00% +0.000 pp | USD21.66 +96.5% | 55 qtrs — |
| 45 | KLP KAPITALFORVALTNING AS | 20.1K +— (+0.0%) | 855.7K +15.7K (+1.9%) | 0.12% 0.000 pp | 0.00% +0.000 pp | USD36.84 +15.6% | 5 qtrs — |
| 46 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 18.5K +18.5K (+100.0%) | 787.7K +787.7K (+100.0%) | 0.11% +0.108 pp | 0.17% +0.169 pp | USD42.57 +0.0% | 3 qtrs — |
| 47 | INVESCO LTD. | 18.4K -2.8K (-13.3%) | 785.0K -103.8K (-11.7%) | 0.11% -0.017 pp | 0.00% +0.000 pp | USD29.91 +42.3% | 25 qtrs — |
| 48 | GAMCO INVESTORS, INC. ET AL | 17.3K +— (+0.0%) | 735.0K +13.5K (+1.9%) | 0.10% 0.000 pp | 0.01% +0.000 pp | USD35.84 +18.8% | 6 qtrs — |
| 49 | JEFFERIES FINANCIAL GROUP INC. | 17.0K +17.0K (+100.0%) | 723.7K +723.7K (+100.0%) | 0.10% +0.100 pp | 0.00% +0.004 pp | USD42.57 +0.0% | 1 qtrs NEW |
| 50 | BAILARD, INC. | 15.9K -1.7K (-9.5%) | 678.1K -57.4K (-7.8%) | 0.09% -0.010 pp | 0.02% -0.001 pp | USD41.79 +1.9% | 2 qtrs — |
| 51 | ZWJ INVESTMENT COUNSEL INC | 14.9K +— (+0.0%) | 633.8K +11.6K (+1.9%) | 0.09% 0.000 pp | 0.02% +0.001 pp | USD27.47 +55.0% | 22 qtrs — |
| 52 | ROYAL BANK OF CANADA | 14.4K +13.7K (+2,137.9%) | 611.0K +584.0K (+2,163.0%) | 0.08% +0.080 pp | 0.00% +0.000 pp | USD41.95 +1.5% | 25 qtrs — |
| 53 | ALLIANCEBERNSTEIN L.P. | 13.7K +— (+0.0%) | 581.3K +10.7K (+1.9%) | 0.08% 0.000 pp | 0.00% +0.000 pp | USD24.22 +75.8% | 61 qtrs — |
| 54 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 13.3K -145.0 (-1.1%) | 564.7K +4.3K (+0.8%) | 0.08% -0.001 pp | 0.00% +0.000 pp | USD15.66 +171.8% | 52 qtrs — |
| 55 | BOSTON PARTNERS | 12.6K -1.6K (-11.0%) | 538.1K -55.3K (-9.3%) | 0.07% -0.009 pp | 0.00% 0.000 pp | USD26.07 +63.3% | 36 qtrs — |
| 56 | MARINER, LLC | 12.1K +973.0 (+8.8%) | 514.1K +50.1K (+10.8%) | 0.07% +0.006 pp | 0.00% +0.000 pp | USD31.80 +33.9% | 7 qtrs — |
| 57 | HSBC HOLDINGS PLC | 11.9K +2.9K (+32.6%) | 502.3K +131.0K (+35.3%) | 0.07% +0.017 pp | 0.00% +0.000 pp | USD33.26 +28.0% | 23 qtrs — |
| 58 | SMITHFIELD TRUST CO | 11.5K +— (+0.0%) | 490.0K +9.0K (+1.9%) | 0.07% 0.000 pp | 0.02% +0.000 pp | USD11.91 +257.4% | 51 qtrs — |
| 59 | UBS ASSET MANAGEMENT AMERICAS INC | 11.3K +119.0 (+1.1%) | 482.3K +13.8K (+2.9%) | 0.07% +0.001 pp | 0.00% +0.000 pp | USD35.18 +21.0% | 7 qtrs — |
| 60 | BNP PARIBAS ARBITRAGE, SNC | 11.3K +5.4K (+89.7%) | 481.6K +232.4K (+93.3%) | 0.07% +0.031 pp | 0.00% +0.000 pp | USD39.93 +6.6% | 49 qtrs — |
| 61 | LEGAL & GENERAL GROUP PLC | 11.2K -93.0 (-0.8%) | 477.1K +4.9K (+1.0%) | 0.07% -0.001 pp | 0.00% +0.000 pp | USD29.89 +42.4% | 39 qtrs — |
| 62 | JANE STREET GROUP, LLC | 11.1K -11.5K (-50.7%) | 474.2K -470.2K (-49.8%) | 0.07% -0.067 pp | 0.00% 0.000 pp | USD39.59 +7.5% | 9 qtrs — |
| 63 | INSPIRE INVESTING, LLC | 11.0K +109.0 (+1.0%) | 468.9K +13.1K (+2.9%) | 0.06% +0.001 pp | 0.04% -0.002 pp | USD36.05 +18.1% | 6 qtrs — |
| 64 | LEGATO CAPITAL MANAGEMENT LLC | 11.0K +11.0K (+100.0%) | 468.5K +468.5K (+100.0%) | 0.06% +0.065 pp | 0.04% +0.040 pp | USD42.57 +0.0% | 1 qtrs NEW |
| 65 | CANADA PENSION PLAN INVESTMENT BOARD | 10.8K +10.8K (+100.0%) | 459.8K +459.8K (+100.0%) | 0.06% +0.063 pp | 0.00% +0.000 pp | USD42.57 +0.0% | 1 qtrs NEW |
| 66 | STATE OF WISCONSIN INVESTMENT BOARD | 10.6K +10.6K (+100.0%) | 451.2K +451.2K (+100.0%) | 0.06% +0.062 pp | 0.00% +0.001 pp | USD42.57 +0.0% | 1 qtrs NEW |
| 67 | ZACKS INVESTMENT MANAGEMENT | 9.9K +— (+0.0%) | 423.3K +7.8K (+1.9%) | 0.06% +0.000 pp | 0.00% +0.000 pp | USD37.81 +12.6% | 4 qtrs — |
| 68 | TEACHER RETIREMENT SYSTEM OF TEXAS | 9.8K -1.4K (-12.5%) | 415.9K -50.6K (-10.8%) | 0.06% -0.008 pp | 0.00% 0.000 pp | USD33.33 +27.7% | 14 qtrs — |
| 69 | QUANTINNO CAPITAL MANAGEMENT LP | 9.5K +4.6K (+93.9%) | 405.4K +200.1K (+97.5%) | 0.06% +0.027 pp | 0.00% +0.000 pp | USD42.17 +0.9% | 2 qtrs — |
| 70 | LOS ANGELES CAPITAL MANAGEMENT LLC | 9.9K +2.5K (+33.3%) | 389.9K +78.0K (+25.0%) | 0.06% +0.015 pp | 0.00% +0.000 pp | USD32.38 +31.5% | 9 qtrs — |
| 71 | FRANKLIN RESOURCES INC | 9.1K +— (+0.0%) | 385.5K +7.1K (+1.9%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD35.96 +18.4% | 4 qtrs — |
| 72 | PRICE T ROWE ASSOCIATES INC /MD/ | 8.3K +939.0 (+12.8%) | 353.0K +45.0K (+14.6%) | 0.05% +0.006 pp | 0.00% +0.000 pp | USD37.43 +13.7% | 4 qtrs — |
| 73 | INTEGRATED WEALTH CONCEPTS LLC | 8.1K -27.0 (-0.3%) | 344.7K +5.2K (+1.5%) | 0.05% 0.000 pp | 0.00% +0.001 pp | USD35.59 +19.6% | 6 qtrs — |
| 74 | METLIFE INVESTMENT MANAGEMENT, LLC | 7.7K -1.1K (-12.9%) | 329.5K -41.9K (-11.3%) | 0.05% -0.007 pp | 0.00% 0.000 pp | USD26.61 +60.0% | 33 qtrs — |
| 75 | PRINCETON CAPITAL MANAGEMENT LLC | 7.7K +— (+0.0%) | 327.1K +6.0K (+1.9%) | 0.05% +0.000 pp | 0.08% -0.002 pp | USD28.55 +49.1% | 7 qtrs — |
| 76 | TWO SIGMA ADVISERS, LP | 7.5K -16.4K (-68.6%) | 319.3K -679.5K (-68.0%) | 0.04% -0.096 pp | 0.00% -0.001 pp | USD28.28 +50.5% | 19 qtrs — |
| 77 | DEUTSCHE BANK AG\ | 7.5K +— (+0.0%) | 318.5K +5.8K (+1.9%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD27.21 +56.4% | 50 qtrs — |
| 78 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 6.4K +63.0 (+1.0%) | 273.5K +7.6K (+2.9%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD29.74 +43.1% | 7 qtrs — |
| 79 | OCCUDO QUANTITATIVE STRATEGIES LP | 6.4K +6.4K (+100.0%) | 272.9K +272.9K (+100.0%) | 0.04% +0.038 pp | 0.02% +0.018 pp | USD42.57 +0.0% | 1 qtrs NEW |
| 80 | LPL FINANCIAL LLC | 6.3K +— (+0.0%) | 266.2K +4.9K (+1.9%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD35.29 +20.6% | 6 qtrs — |
| 81 | CITIGROUP INC | 6.2K +4.2K (+209.3%) | 264.1K +180.3K (+215.1%) | 0.04% +0.025 pp | 0.00% +0.000 pp | USD39.65 +7.4% | 54 qtrs — |
| 82 | INTECH INVESTMENT MANAGEMENT LLC | 6.1K -513.0 (-7.7%) | 260.0K -16.7K (-6.0%) | 0.04% -0.003 pp | 0.00% 0.000 pp | USD36.39 +17.0% | 5 qtrs — |
| 83 | THRIVENT FINANCIAL FOR LUTHERANS | 6.0K +6.0K (+100.0%) | 254.0K +254.0K (+100.0%) | 0.04% +0.035 pp | 0.00% +0.001 pp | USD42.57 +0.0% | 3 qtrs — |
| 84 | JANUS HENDERSON GROUP PLC | 5.9K +— (+0.0%) | 251.5K +4.4K (+1.8%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD27.73 +53.5% | 8 qtrs — |
| 85 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 5.4K +5.4K (+100.0%) | 231.6K +231.6K (+100.0%) | 0.03% +0.032 pp | 0.00% +0.000 pp | USD42.57 +0.0% | 1 qtrs NEW |
| 86 | DIVERSIFIED TRUST CO | 5.3K +5.3K (+100.0%) | 223.5K +223.5K (+100.0%) | 0.03% +0.031 pp | 0.00% +0.004 pp | USD42.57 +0.0% | 1 qtrs NEW |
| 87 | HOHIMER WEALTH MANAGEMENT, LLC | 5.2K +10.0 (+0.2%) | 220.7K +4.5K (+2.1%) | 0.03% +0.000 pp | 0.03% -0.001 pp | USD39.39 +8.1% | 3 qtrs — |
| 88 | UBS GROUP AG | 5.2K -2.4K (-31.9%) | 219.2K -96.9K (-30.7%) | 0.03% -0.014 pp | 0.00% +0.000 pp | USD35.57 +19.7% | 45 qtrs — |
| 89 | SG AMERICAS SECURITIES, LLC | 4.8K +1.9K (+65.7%) | 206.0K +84.0K (+68.9%) | 0.03% +0.011 pp | 0.00% 0.000 pp | USD42.10 +1.1% | 6 qtrs — |
| 90 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4.7K -635.0 (-11.9%) | 200.8K -22.9K (-10.2%) | 0.03% -0.004 pp | 0.00% +0.000 pp | USD39.35 +8.2% | 3 qtrs — |
| 91 | NEW YORK STATE COMMON RETIREMENT FUND | 4.7K +— (+0.0%) | 200.5K +3.7K (+1.9%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD18.51 +130.0% | 43 qtrs — |
| 92 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 4.2K +420.0 (+11.1%) | 178.8K +20.8K (+13.2%) | 0.02% +0.002 pp | 0.00% +0.000 pp | USD23.72 +79.5% | 28 qtrs — |
| 93 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 3.8K +— (+0.0%) | 163.5K +3.0K (+1.9%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD37.77 +12.7% | 5 qtrs — |
| 94 | GLOBEFLEX CAPITAL L P | 2.9K +— (+0.0%) | 124.1K +2.3K (+1.9%) | 0.02% +0.000 pp | 0.02% +0.000 pp | USD41.79 +1.9% | 2 qtrs — |
| 95 | CWM, LLC | 2.4K +147.0 (+6.5%) | 103.0K +8.0K (+8.4%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD38.34 +11.0% | 8 qtrs — |
| 96 | FMR LLC | 2.4K +228.0 (+10.7%) | 100.6K +11.4K (+12.7%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD32.76 +29.9% | 16 qtrs — |
| 97 | AMERITAS INVESTMENT PARTNERS, INC. | 1.8K +4.0 (+0.2%) | 77.6K +1.6K (+2.1%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD25.93 +64.2% | 36 qtrs — |
| 98 | BRYN MAWR TRUST CO | 1.0K +— (+0.0%) | 42.6K +780.0 (+1.9%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD35.29 +20.6% | 6 qtrs — |
| 99 | FEDERATED HERMES, INC. | 830.00 +— (+0.0%) | 35.3K +647.0 (+1.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD28.80 +47.8% | 17 qtrs — |
| 100 | STERLING CAPITAL MANAGEMENT LLC | 812.00 -8.1K (-90.9%) | 34.6K -337.7K (-90.7%) | 0.00% -0.048 pp | 0.00% -0.005 pp | USD35.83 +18.8% | 6 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 98 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.87% | 2.28M | 0.65% |
| 2 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.41% | 1.05M | 0.12% |
| 3 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.34% | 310.4K | 0.63% |
| 4 | Barron's 400SM ETF BFOR | 0.26% | 587.6K | 0.65% |
| 5 | Inspire Small/Mid Cap ETF ISMD | 0.20% | 666.9K | 0.53% |
| 6 | Hartford Multifactor Small Cap ETF ROSC | 0.20% | 121.3K | 0.34% |
| 7 | iShares Micro-Cap ETF IWC | 0.16% | 2.37M | 0.60% |
| 8 | State Street SPDR S&P Regional Banking ETF KRE | 0.14% | 6.84M | 0.35% |
| 9 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.10% | 1.63M | 0.47% |
| 10 | Avantis U.S. Small Cap Value ETF AVUV | 0.07% | 19.63M | 0.25% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
4.00
Bullish
Ratio by volume
0.31
Bearish
Buys
8
Sells
2
Shares acquired
2.4K
Shares disposed
7.7K
Cash buys
—
Cash sales
1.00
Net activity
-5,296
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-26 | BARRON THOMAS A | Director / Officer | S-Sale | D | Common Stock-Direct | 6,000 | 46.38 | 278.3K | 147,979 | D | ↗ |
| 2026-05-13 | BARRON THOMAS A | Director / Officer | G-Gift | D | Common Stock-Direct | 1,650 | 0.00 | — | 153,979 | D | ↗ |
| 2026-04-07 | Williams Ashbel C | Director | A-Award | A | Common Stock | 256 | 0.00 | — | 7,292 | D | ↗ |
| 2026-04-07 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 189 | 0.00 | — | 32,000 | D | ↗ |
| 2026-04-07 | Johnson Laura L | Director | A-Award | A | Common Stock | 326 | 0.00 | — | 42,510 | D | ↗ |
| 2026-04-07 | Grant William E | Director | A-Award | A | Common Stock | 303 | 0.00 | — | 31,302 | D | ↗ |
| 2026-04-07 | Davenport Bonnie | Director | A-Award | A | Common Stock | 257 | 0.00 | — | 9,414 | D | ↗ |
| 2026-04-07 | Crowell Kimberly | Director | A-Award | A | Common Stock | 305 | 0.00 | — | 8,038 | D | ↗ |
| 2026-04-07 | Connally Stan W | Director | A-Award | A | Common Stock | 416 | 0.00 | — | 33,857 | D | ↗ |
| 2026-04-07 | Antoine Robert | Director | A-Award | A | Common Stock | 302 | 0.00 | — | 2,923 | D | ↗ |
| 2026-02-26 | Williams Ashbel C | Director | A-Award | A | Common Stock | 757 | 0.00 | — | 6,999 | D | ↗ |
| 2026-02-26 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 757 | 0.00 | — | 31,811 | D | ↗ |
| 2026-02-26 | Johnson Laura L | Director | A-Award | A | Common Stock | 757 | 0.00 | — | 41,922 | D | ↗ |
| 2026-02-26 | Grant William E | Director | A-Award | A | Common Stock | 757 | 0.00 | — | 30,862 | D | ↗ |
| 2026-02-26 | Davenport Bonnie | Director | A-Award | A | Common Stock | 757 | 0.00 | — | 9,107 | D | ↗ |
| 2026-02-26 | Crowell Kimberly | Director | A-Award | A | Common Stock | 757 | 0.00 | — | 7,689 | D | ↗ |
| 2026-02-26 | Criser Marshall M III | Director | A-Award | A | Common Stock | 757 | 0.00 | — | 7,819 | D | ↗ |
| 2026-02-26 | Connally Stan W | Director | A-Award | A | Common Stock | 757 | 0.00 | — | 33,293 | D | ↗ |
| 2026-02-26 | Butler William F | Director | A-Award | A | Common Stock | 757 | 0.00 | — | 5,044 | D | ↗ |
| 2026-02-26 | Antoine Robert | Director | A-Award | A | Common Stock | 757 | 0.00 | — | 2,604 | D | ↗ |
| 2026-01-20 | SMITH WILLIAM G JR | Director / Officer / 10% Owner | A-Award | A | Common Stock | 8,904 | 0.00 | — | 2,378,568 | D | ↗ |
| 2026-01-20 | Larkin Jep | Officer | A-Award | A | Common Stock | 2,740 | 0.00 | — | 9,760 | D | ↗ |
| 2026-01-20 | Corum Bethany Harding | Officer | A-Award | A | Common Stock | 970 | 0.00 | — | 16,269 | D | ↗ |
| 2026-01-20 | BARRON THOMAS A | Director / Officer | A-Award | A | Common Stock-Direct | 3,562 | 0.00 | — | 155,629 | D | ↗ |
| 2026-01-06 | Williams Ashbel C | Director | A-Award | A | Common Stock | 26 | 0.00 | — | 6,242 | D | ↗ |
| 2026-01-06 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 6 | 0.00 | — | 31,054 | D | ↗ |
| 2026-01-06 | Johnson Laura L | Director | A-Award | A | Common Stock | 39 | 0.00 | — | 41,165 | D | ↗ |
| 2026-01-06 | Davenport Bonnie | Director | A-Award | A | Common Stock | 13 | 0.00 | — | 8,350 | D | ↗ |
| 2026-01-06 | Crowell Kimberly | Director | A-Award | A | Common Stock | 27 | 0.00 | — | 6,932 | D | ↗ |
| 2026-01-06 | Connally Stan W | Director | A-Award | A | common Stock | 13 | 0.00 | — | 32,536 | D | ↗ |
| 2026-01-06 | Antoine Robert | Director | A-Award | A | Common Stock | 26 | 0.00 | — | 1,847 | D | ↗ |
| 2025-12-01 | Williams Ashbel C | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 6,186 | D | ↗ |
| 2025-12-01 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 7 | 0.00 | — | 31,048 | D | ↗ |
| 2025-12-01 | Johnson Laura L | Director | A-Award | A | Common Stock | 13 | 0.00 | — | 40,891 | D | ↗ |
| 2025-12-01 | Davenport Bonnie | Director | A-Award | A | Common Stock | 13 | 0.00 | — | 8,294 | D | ↗ |
| 2025-12-01 | Crowell Kimberly | Director | A-Award | A | Common Stock | 13 | 0.00 | — | 6,870 | D | ↗ |
| 2025-12-01 | Antoine Robert | Director | A-Award | A | Common Stock | 13 | 0.00 | — | 1,811 | D | ↗ |
| 2025-11-17 | Williams Ashbel C | Director | A-Award | A | Common Stock | 228 | 0.00 | — | 6,172 | D | ↗ |
| 2025-11-17 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 186 | 0.00 | — | 31,041 | D | ↗ |
| 2025-11-17 | Johnson Laura L | Director | A-Award | A | Common Stock | 300 | 0.00 | — | 40,878 | D | ↗ |
| 2025-11-17 | Davenport Bonnie | Director | A-Award | A | Common Stock | 229 | 0.00 | — | 8,281 | D | ↗ |
| 2025-11-17 | Crowell Kimberly | Director | A-Award | A | Common Stock | 285 | 0.00 | — | 6,857 | D | ↗ |
| 2025-11-17 | Connally Stan W | Director | A-Award | A | Common Stock | 379 | 0.00 | — | 32,391 | D | ↗ |
| 2025-11-17 | Antoine Robert | Director | A-Award | A | Common Stock | 272 | 0.00 | — | 1,798 | D | ↗ |
| 2025-10-02 | Williams Ashbel C | Director | A-Award | A | Common Stock | 13 | 0.00 | — | 5,944 | D | ↗ |
| 2025-10-02 | Johnson Laura L | Director | A-Award | A | Common Stock | 13 | 0.00 | — | 40,578 | D | ↗ |
| 2025-10-02 | Davenport Bonnie | Director | A-Award | A | Common Stock | 26 | 0.00 | — | 8,052 | D | ↗ |
| 2025-10-02 | Antoine Robert | Director | A-Award | A | Common Stock | 13 | 0.00 | — | 1,526 | D | ↗ |
| 2025-09-04 | Williams Ashbel C | Director | A-Award | A | Common Stock | 13 | 0.00 | — | 5,900 | D | ↗ |
| 2025-09-04 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 6 | 0.00 | — | 30,855 | D | ↗ |
| 2025-09-04 | Johnson Laura L | Director | A-Award | A | Common Stock | 27 | 0.00 | — | 40,235 | D | ↗ |
| 2025-09-04 | Davenport Bonnie | Director | A-Award | A | Common Stock | 13 | 0.00 | — | 7,984 | D | ↗ |
| 2025-09-04 | Crowell Kimberly | Director | A-Award | A | Common Stock | 27 | 0.00 | — | 6,536 | D | ↗ |
| 2025-09-04 | Connally Stan W | Director | A-Award | A | Common Stock | 12 | 0.00 | — | 31,877 | D | ↗ |
| 2025-09-04 | Antoine Robert | Director | A-Award | A | Common Stock | 13 | 0.00 | — | 1,504 | D | ↗ |
| 2025-08-14 | BARRON THOMAS A | Director / Officer | S-Sale | D | Common Stock-Direct | 8,000 | 41.06 | 328.5K | 143,297 | D | ↗ |
| 2025-08-05 | Williams Ashbel C | Director | A-Award | A | Common Stock | 225 | 0.00 | — | 5,887 | D | ↗ |
| 2025-08-05 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 182 | 0.00 | — | 30,849 | D | ↗ |
| 2025-08-05 | Johnson Laura L | Director | A-Award | A | Common Stock | 280 | 0.00 | — | 40,208 | D | ↗ |
| 2025-08-05 | Davenport Bonnie | Director | A-Award | A | Common Stock | 225 | 0.00 | — | 7,971 | D | ↗ |
| 2025-08-05 | Crowell Kimberly | Director | A-Award | A | Common Stock | 267 | 0.00 | — | 6,509 | D | ↗ |
| 2025-08-05 | Connally Stan W | Director | A-Award | A | Common Stock | 372 | 0.00 | — | 31,865 | D | ↗ |
| 2025-08-05 | Antoine Robert | Director | A-Award | A | Common Stock | 266 | 0.00 | — | 1,491 | D | ↗ |
| 2025-07-08 | Williams Ashbel C | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 5,662 | D | ↗ |
| 2025-07-08 | Johnson Laura L | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 39,928 | D | ↗ |
| 2025-07-08 | Davenport Bonnie | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 7,746 | D | ↗ |
| 2025-07-08 | Antoine Robert | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 1,225 | D | ↗ |
| 2025-07-01 | Corum Bethany Harding | Officer | — | — | Common Stock | 0 | 0.00 | — | 11,126 | D | ↗ |
| 2025-06-23 | BARRON THOMAS A | Director / Officer | G-Gift | D | Common Stock-Direct | 500 | 0.00 | — | 151,597 | D | ↗ |
| 2025-06-03 | Williams Ashbel C | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 5,616 | D | ↗ |
| 2025-06-03 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 8 | 0.00 | — | 30,667 | D | ↗ |
| 2025-06-03 | Johnson Laura L | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 39,744 | D | ↗ |
| 2025-06-03 | Davenport Bonnie | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 7,687 | D | ↗ |
| 2025-06-03 | Crowell Kimberly | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 6,206 | D | ↗ |
| 2025-06-03 | Connally Stan W | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 31,352 | D | ↗ |
| 2025-06-03 | Antoine Robert | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 1,203 | D | ↗ |
| 2025-05-06 | Williams Ashbel C | Director | A-Award | A | Common Stock | 244 | 0.00 | — | 5,602 | D | ↗ |
| 2025-05-06 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 197 | 0.00 | — | 30,659 | D | ↗ |
| 2025-05-06 | Johnson Laura L | Director | A-Award | A | Common Stock | 304 | 0.00 | — | 39,730 | D | ↗ |
| 2025-05-06 | Davenport Bonnie | Director | A-Award | A | Common Stock | 244 | 0.00 | — | 7,673 | D | ↗ |
| 2025-05-06 | Crowell Kimberly | Director | A-Award | A | Common Stock | 274 | 0.00 | — | 6,192 | D | ↗ |
| 2025-05-06 | Connally Stan W | Director | A-Award | A | Common Stock | 403 | 0.00 | — | 31,337 | D | ↗ |
| 2025-05-06 | Antoine Robert | Director | A-Award | A | Common Stock | 289 | 0.00 | — | 1,188 | D | ↗ |
| 2025-05-01 | Larkin Jep | Officer | W-Will | A | Common Stock | 51 | 0.00 | — | 6,551 | D | ↗ |
| 2025-04-08 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 8 | 0.00 | — | 30,462 | D | ↗ |
| 2025-04-08 | Crowell Kimberly | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 5,918 | D | ↗ |
| 2025-04-08 | Antoine Robert | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 899 | D | ↗ |
| 2025-03-05 | Williams Ashbel C | Director | A-Award | A | Common Stock | 30 | 0.00 | — | 5,325 | D | ↗ |
| 2025-03-05 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 23 | 0.00 | — | 30,454 | D | ↗ |
| 2025-03-05 | Johnson Laura L | Director | A-Award | A | Common Stock | 45 | 0.00 | — | 39,169 | D | ↗ |
| 2025-03-05 | Davenport Bonnie | Director | A-Award | A | Common Stock | 30 | 0.00 | — | 7,386 | D | ↗ |
| 2025-03-05 | Crowell Kimberly | Director | A-Award | A | Common Stock | 60 | 0.00 | — | 5,877 | D | ↗ |
| 2025-03-05 | Connally Stan W | Director | A-Award | A | Common Stock | 45 | 0.00 | — | 30,754 | D | ↗ |
| 2025-03-05 | Antoine Robert | Director | A-Award | A | Common Stock | 59 | 0.00 | — | 3,425 | D | ↗ |
| 2025-02-27 | Williams Ashbel C | Director | A-Award | A | Common Stock | 823 | 0.00 | — | 5,295 | D | ↗ |
| 2025-02-27 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 823 | 0.00 | — | 30,431 | D | ↗ |
| 2025-02-27 | Johnson Laura L | Director | A-Award | A | Common Stock | 823 | 0.00 | — | 39,124 | D | ↗ |
| 2025-02-27 | Grant William E | Director | A-Award | A | Common Stock | 823 | 0.00 | — | 29,588 | D | ↗ |
| 2025-02-27 | Davenport Bonnie | Director | A-Award | A | Common Stock | 823 | 0.00 | — | 7,356 | D | ↗ |
| 2025-02-27 | Crowell Kimberly | Director | A-Award | A | Common Stock | 823 | 0.00 | — | 5,817 | D | ↗ |
| 2025-02-27 | Criser Marshall M III | Director | A-Award | A | Common Stock | 823 | 0.00 | — | 7,871 | D | ↗ |
| 2025-02-27 | Connally Stan W | Director | A-Award | A | Common Stock | 823 | 0.00 | — | 30,709 | D | ↗ |
| 2025-02-27 | Butler William F | Director | A-Award | A | Common Stock | 823 | 0.00 | — | 5,988 | D | ↗ |
| 2025-02-27 | Antoine Robert | Director | A-Award | A | Common Stock | 823 | 0.00 | — | 3,366 | D | ↗ |
| 2025-02-05 | Williams Ashbel C | Director | A-Award | A | Common Stock | 1,288 | 0.00 | — | 4,472 | D | ↗ |
| 2025-02-05 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 188 | 0.00 | — | 29,608 | D | ↗ |
| 2025-02-05 | Johnson Laura L | Director | A-Award | A | Common Stock | 316 | 0.00 | — | 38,301 | D | ↗ |
| 2025-02-05 | Davenport Bonnie | Director | A-Award | A | Common Stock | 390 | 0.00 | — | 6,533 | D | ↗ |
| 2025-02-05 | Crowell Kimberly | Director | A-Award | A | Common Stock | 287 | 0.00 | — | 4,994 | D | ↗ |
| 2025-02-05 | Connally Stan W | Director | A-Award | A | Common Stock | 384 | 0.00 | — | 29,886 | D | ↗ |
| 2025-02-05 | Antoine Robert | Director | A-Award | A | Common Stock | 271 | 0.00 | — | 2,543 | D | ↗ |
| 2025-01-30 | SMITH WILLIAM G JR | Director / Officer / 10% Owner | A-Award | A | Common Stock | 10,780 | 0.00 | — | 2,351,628 | D | ↗ |
| 2025-01-30 | Larkin Jep | Officer | A-Award | A | Common Stock | 2,486 | 0.00 | — | 6,500 | D | ↗ |
| 2025-01-30 | BARRON THOMAS A | Director / Officer | A-Award | A | Common Stock-Direct | 7,104 | 0.00 | — | 152,097 | D | ↗ |
| 2025-01-06 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 29,420 | D | ↗ |
| 2025-01-06 | Johnson Laura L | Director | A-Award | A | Common Stock | 31 | 0.00 | — | 37,985 | D | ↗ |
| 2025-01-06 | Grant William E | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 28,765 | D | ↗ |
| 2025-01-06 | Davenport Bonnie | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 6,143 | D | ↗ |
| 2025-01-06 | Crowell Kimberly | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 4,707 | D | ↗ |
| 2025-01-06 | Connally Stan W | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 29,502 | D | ↗ |
| 2025-01-06 | Antoine Robert | Director | A-Award | A | Common Stock | 31 | 0.00 | — | 2,272 | D | ↗ |
| 2024-12-31 | BARRON THOMAS A | Director / Officer | — | — | Common Stock | 0 | 0.00 | — | 4,500 | I | ↗ |
| 2024-12-03 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 29,405 | D | ↗ |
| 2024-12-03 | Johnson Laura L | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 37,519 | D | ↗ |
| 2024-12-03 | Grant William E | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 28,628 | D | ↗ |
| 2024-12-03 | Davenport Bonnie | Director | A-Award | A | Common Stock | 7 | 0.00 | — | 6,095 | D | ↗ |
| 2024-12-03 | Crowell Kimberly | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 4,673 | D | ↗ |
| 2024-12-03 | Connally Stan W | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 29,324 | D | ↗ |
| 2024-12-03 | Antoine Robert | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 2,228 | D | ↗ |
| 2024-11-04 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 413 | 0.00 | — | 29,391 | D | ↗ |
| 2024-11-04 | Johnson Laura L | Director | A-Award | A | Common Stock | 333 | 0.00 | — | 37,505 | D | ↗ |
| 2024-11-04 | Grant William E | Director | A-Award | A | Common Stock | 301 | 0.00 | — | 28,614 | D | ↗ |
| 2024-11-04 | Davenport Bonnie | Director | A-Award | A | Common Stock | 127 | 0.00 | — | 6,088 | D | ↗ |
| 2024-11-04 | Crowell Kimberly | Director | A-Award | A | Common Stock | 317 | 0.00 | — | 4,659 | D | ↗ |
| 2024-11-04 | Connally Stan W | Director | A-Award | A | Common Stock | 421 | 0.00 | — | 29,272 | D | ↗ |
| 2024-11-04 | Antoine Robert | Director | A-Award | A | Common Stock | 301 | 0.00 | — | 2,214 | D | ↗ |
| 2024-10-21 | Butler William F | Director | W-Will | A | Common Stock | 158 | 0.00 | — | 158 | I | ↗ |
| 2024-10-02 | Johnson Laura L | Director | A-Award | A | Common Stock | 32 | 0.00 | — | 37,089 | D | ↗ |
| 2024-10-02 | Grant William E | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 28,313 | D | ↗ |
| 2024-10-02 | Davenport Bonnie | Director | A-Award | A | Common Stock | 8 | 0.00 | — | 5,961 | D | ↗ |
| 2024-10-02 | Antoine Robert | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 1,913 | D | ↗ |
| 2024-09-10 | BARRON THOMAS A | Director / Officer | S-Sale | D | Common Stock-Direct | 3,000 | 33.81 | 101.4K | 140,681 | — | ↗ |
| 2024-09-04 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 28,978 | — | ↗ |
| 2024-09-04 | Johnson Laura L | Director | A-Award | A | Common Stock | 32 | 0.00 | — | 36,901 | — | ↗ |
| 2024-09-04 | Grant William E | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 28,171 | — | ↗ |
| 2024-09-04 | Davenport Bonnie | Director | A-Award | A | Common Stock | 8 | 0.00 | — | 5,919 | — | ↗ |
| 2024-09-04 | Crowell Kimberly | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 4,322 | — | ↗ |
| 2024-09-04 | Connally Stan W | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 28,722 | — | ↗ |
| 2024-09-04 | Antoine Robert | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 1,885 | — | ↗ |
| 2024-08-13 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 422 | 0.00 | — | 28,962 | — | ↗ |
| 2024-08-13 | Johnson Laura L | Director | A-Award | A | Common Stock | 313 | 0.00 | — | 36,869 | — | ↗ |
| 2024-08-13 | Grant William E | Director | A-Award | A | Common Stock | 313 | 0.00 | — | 28,155 | — | ↗ |
| 2024-08-13 | Davenport Bonnie | Director | A-Award | A | Common Stock | 125 | 0.00 | — | 5,911 | — | ↗ |
| 2024-08-13 | Crowell Kimberly | Director | A-Award | A | Common Stock | 313 | 0.00 | — | 4,306 | — | ↗ |
| 2024-08-13 | Connally Stan W | Director | A-Award | A | Common Stock | 430 | 0.00 | — | 28,706 | — | ↗ |
| 2024-08-13 | Antoine Robert | Director | A-Award | A | Common Stock | 313 | 0.00 | — | 1,869 | — | ↗ |
| 2024-07-30 | BARRON THOMAS A | Director / Officer | S-Sale | D | Common Stock-Direct | 8,000 | 35.26 | 282.1K | 143,681 | — | ↗ |
| 2024-07-02 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 20 | 0.00 | — | 28,540 | — | ↗ |
| 2024-07-02 | Johnson Laura L | Director | A-Award | A | Common Stock | 19 | 0.00 | — | 36,556 | — | ↗ |
| 2024-07-02 | Grant William E | Director | A-Award | A | Common Stock | 39 | 0.00 | — | 27,842 | — | ↗ |
| 2024-07-02 | Davenport Bonnie | Director | A-Award | A | Common Stock | 9 | 0.00 | — | 5,786 | — | ↗ |
| 2024-07-02 | Crowell Kimberly | Director | A-Award | A | Common Stock | 20 | 0.00 | — | 3,993 | — | ↗ |
| 2024-07-02 | Antoine Robert | Director | A-Award | A | Common Stock | 39 | 0.00 | — | 1,556 | — | ↗ |
| 2024-06-13 | BARRON THOMAS A | Director / Officer | G-Gift | D | Common Stock | 400 | 0.00 | — | 151,681 | — | ↗ |
| 2024-06-05 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 41 | 0.00 | — | 28,520 | — | ↗ |
| 2024-06-05 | Johnson Laura L | Director | A-Award | A | Common Stock | 21 | 0.00 | — | 36,358 | — | ↗ |
| 2024-06-05 | Grant William E | Director | A-Award | A | Common Stock | 41 | 0.00 | — | 27,657 | — | ↗ |
| 2024-06-05 | Davenport Bonnie | Director | A-Award | A | Common Stock | 11 | 0.00 | — | 5,738 | — | ↗ |
| 2024-06-05 | Crowell Kimberly | Director | A-Award | A | Common Stock | 41 | 0.00 | — | 3,949 | — | ↗ |
| 2024-06-05 | Connally Stan W | Director | A-Award | A | Common Stock | 41 | 0.00 | — | 28,083 | — | ↗ |
| 2024-06-05 | Antoine Robert | Director | A-Award | A | Common Stock | 41 | 0.00 | — | 1,506 | — | ↗ |
| 2024-05-03 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 524 | 0.00 | — | 28,479 | — | ↗ |
| 2024-05-03 | Johnson Laura L | Director | A-Award | A | Common Stock | 419 | 0.00 | — | 36,337 | — | ↗ |
| 2024-05-03 | Grant William E | Director | A-Award | A | Common Stock | 356 | 0.00 | — | 27,616 | — | ↗ |
| 2024-05-03 | Davenport Bonnie | Director | A-Award | A | Common Stock | 167 | 0.00 | — | 5,727 | — | ↗ |
| 2024-05-03 | Crowell Kimberly | Director | A-Award | A | Common Stock | 377 | 0.00 | — | 3,908 | — | ↗ |
| 2024-05-03 | Connally Stan W | Director | A-Award | A | Common Stock | 534 | 0.00 | — | 28,042 | — | ↗ |
| 2024-05-03 | Antoine Robert | Director | A-Award | A | Common Stock | 377 | 0.00 | — | 1,465 | — | ↗ |
| 2024-04-09 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 20 | 0.00 | — | 27,955 | — | ↗ |
| 2024-04-09 | Grant William E | Director | A-Award | A | Common Stock | 20 | 0.00 | — | 27,260 | — | ↗ |
| 2024-04-09 | Connally Stan W | Director | A-Award | A | Common Stock | 20 | 0.00 | — | 27,508 | — | ↗ |
| 2024-04-09 | Antoine Robert | Director | A-Award | A | Common Stock | 20 | 0.00 | — | 9,061 | — | ↗ |
| 2024-03-06 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 58 | 0.00 | — | 27,935 | — | ↗ |
| 2024-03-06 | Johnson Laura L | Director | A-Award | A | Common Stock | 59 | 0.00 | — | 35,748 | — | ↗ |
| 2024-03-06 | Grant William E | Director | A-Award | A | Common Stock | 40 | 0.00 | — | 27,098 | — | ↗ |
| 2024-03-06 | Davenport Bonnie | Director | A-Award | A | Common Stock | 20 | 0.00 | — | 5,522 | — | ↗ |
| 2024-03-06 | Crowell Kimberly | Director | A-Award | A | Common Stock | 78 | 0.00 | — | 3,508 | — | ↗ |
| 2024-03-06 | Connally Stan W | Director | A-Award | A | Common Stock | 59 | 0.00 | — | 27,303 | — | ↗ |
| 2024-03-06 | Butler William F | Director | P-Purchase | A | Common Stock | 701 | 28.38 | 19.9K | 5,165 | D | ↗ |
| 2024-03-06 | Antoine Robert | Director | A-Award | A | Common Stock | 79 | 0.00 | — | 8,981 | — | ↗ |
| 2024-02-29 | Williams Ashbel C | Director | A-Award | A | Common Stock | 1,087 | 0.00 | — | 3,097 | — | ↗ |
| 2024-02-29 | SAMPLE JOHN G JR | Director | A-Award | A | Common Stock | 39 | 0.00 | — | 27,877 | — | ↗ |
| 2024-02-29 | Johnson Laura L | Director | A-Award | A | Common Stock | 1,087 | 0.00 | — | 35,689 | — | ↗ |
| 2024-02-29 | Grant William E | Director | A-Award | A | Common Stock | 38 | 0.00 | — | 27,057 | — | ↗ |
| 2024-02-29 | Davenport Bonnie | Director | A-Award | A | Common Stock | 1,087 | 0.00 | — | 5,502 | — | ↗ |
| 2024-02-29 | Crowell Kimberly | Director | A-Award | A | Common Stock | 39 | 0.00 | — | 3,430 | — | ↗ |
| 2024-02-29 | Criser Marshall M III | Director | P-Purchase | A | Common Stock | 1,300 | 28.19 | 36.6K | 15,200 | — | ↗ |
| 2024-02-29 | Connally Stan W | Director | A-Award | A | Common Stock | 39 | 0.00 | — | 27,244 | — | ↗ |
| 2024-02-29 | Butler William F | Director | A-Award | A | Common Stock | 1,087 | 0.00 | — | 4,464 | — | ↗ |
| 2024-02-29 | Antoine Robert | Director | A-Award | A | Common Stock | 39 | 0.00 | — | 13,334 | — | ↗ |
Executive team
Top executives
EBIT / Employee
89.1K
Shares Outstanding
17.10M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | William G. Smith, Jr. Chairman and Chief Executive Officer (Company) | 511.7K | — | 371.1K | — | 1.28M | 968.8K | 3.14M | 11.83% | ↗ |
| 2 | 2025 | Thomas A. Barron President (Company) and Chairman (Capital City Bank) | 511.7K | — | 257.3K | — | 1.04M | 773.7K | 2.59M | 9.95% | ↗ |
| 3 | 2025 | Bethany H. Corum President, (Capital City Bank) | 425.0K | — | 112.8K | — | 478.4K | 470.6K | 1.49M | 7.59% | ↗ |
| 4 | 2025 | Jeptha E. Larkin Executive Vice President and Chief Financial Officer (Company) | 361.5K | — | 61.9K | — | 301.2K | 641.9K | 1.37M | 4.53% | ↗ |
| 5 | 2024 | William G. Smith, Jr. Chairman, President, and Chief Executive Officer | 490.0K | — | 303.5K | — | 887.4K | 126.1K | 1.81M | 16.79% | ↗ |
| 6 | 2024 | William G. Smith, Jr. Chairman and Chief Executive Officer (Company) | 490.0K | — | 303.5K | — | 887.4K | 126.1K | 1.81M | 16.79% | ↗ |
| 7 | 2024 | Thomas A. Barron President (Company) and Chairman (Capital City Bank) | 480.2K | — | 192.7K | — | 677.8K | 5.5K | 1.35M | 14.23% | ↗ |
| 8 | 2024 | Thomas A. Barron President, Capital City Bank | 480.2K | — | 192.7K | — | 677.8K | 5.5K | 1.35M | 14.23% | ↗ |
| 9 | 2024 | Jeptha E. Larkin Executive Vice President and Chief Financial Officer (Company) | 333.5K | — | 46.2K | — | 209.2K | 179.6K | 768.6K | 6.01% | ↗ |
| 10 | 2024 | Jeptha E. Larkin Executive Vice President and Chief Financial Officer | 333.5K | — | 46.2K | — | 209.2K | 179.6K | 768.6K | 6.01% | ↗ |
| 11 | 2023 | William G. Smith, Jr. Chairman, President, and Chief Executive Officer | 470.2K | — | 317.8K | — | 652.9K | 443.8K | 1.88M | 16.86% | ↗ |
| 12 | 2023 | William G. Smith, Jr. Chairman and Chief Executive Officer (Company) | 470.2K | — | 317.8K | — | 652.9K | 443.8K | 1.88M | 16.86% | ↗ |
| 13 | 2023 | Thomas A. Barron President (Company) and Chairman (Capital City Bank) | 445.2K | — | 205.0K | — | 473.8K | 236.4K | 1.36M | 15.07% | ↗ |
| 14 | 2023 | Thomas A. Barron President, Capital City Bank | 445.2K | — | 205.0K | — | 473.8K | 236.4K | 1.36M | 15.07% | ↗ |
| 15 | 2023 | Jeptha E. Larkin Executive Vice President and Chief Financial Officer (Company) | 302.0K | — | 50.5K | — | 137.8K | 407.7K | 898.0K | 5.62% | ↗ |
| 16 | 2023 | Jeptha E. Larkin Executive Vice President and Chief Financial Officer | 302.0K | — | 50.5K | — | 137.8K | 407.7K | 898.0K | 5.62% | ↗ |
| 17 | 2022 | William G. Smith, Jr. Chairman, President, and Chief Executive Officer | 452.8K | — | 237.7K | — | 443.9K | 8.2K | 1.14M | 20.80% | ↗ |
| 18 | 2022 | Thomas A. Barron President, Capital City Bank | 426.7K | — | 138.1K | — | 384.9K | 9.8K | 959.4K | 14.39% | ↗ |
| 19 | 2022 | J. Kimbrough Davis Executive Vice President and Chief Financial Officer | 336.4K | — | — | — | 235.5K | 247.9K | 940.0K | 0.00% | ↗ |
| 20 | 2021 | William G. Smith, Jr. Chairman, President, and Chief Executive Officer | 440.0K | — | 256.5K | — | 320.4K | 222.4K | 1.24M | 20.71% | ↗ |
| 21 | 2021 | Thomas A. Barron President, Capital City Bank | 415.0K | — | 118.0K | — | 259.2K | 7.5K | 787.8K | 14.98% | ↗ |
| 22 | 2021 | J. Kimbrough Davis Executive Vice President and Chief Financial Officer | 325.0K | — | — | — | 147.1K | 124.3K | 693.0K | 0.00% | ↗ |
| 23 | 2020 | William G. Smith, Jr. Chairman, President, and Chief Executive Officer | 430.0K | — | — | — | 387.6K | 1.58M | 2.64M | 0.00% | ↗ |
| 24 | 2020 | Thomas A. Barron President, Capital City Bank | 395.0K | — | — | — | 244.7K | 679.6K | 1.43M | 0.00% | ↗ |
| 25 | 2020 | J. Kimbrough Davis Executive Vice President and Chief Financial Officer | 318.0K | — | — | — | 172.2K | 655.1K | 1.24M | 0.00% | ↗ |
| 26 | 2019 | William G. Smith, Jr. Chairman, President, and Chief Executive Officer | 420.0K | — | 517.4K | — | 318.8K | 700.9K | 1.96M | 26.44% | ↗ |
| 27 | 2019 | Thomas A. Barron President, Capital City Bank | 375.0K | — | 226.2K | — | 198.2K | 897.7K | 1.70M | 13.33% | ↗ |
| 28 | 2019 | J. Kimbrough Davis Executive Vice President and Chief Financial Officer | 309.0K | — | 199.5K | — | 143.0K | 626.4K | 1.28M | 15.61% | ↗ |
| 29 | 2018 | William G. Smith, Jr. Chairman, President, and Chief Executive Officer | 400.0K | — | 509.0K | — | 264.3K | 2.9K | 1.41M | 36.03% | ↗ |
| 30 | 2018 | Thomas A. Barron President, Capital City Bank | 350.0K | — | 223.2K | — | 252.1K | 435.3K | 1.26M | 17.70% | ↗ |
| 31 | 2018 | J. Kimbrough Davis Executive Vice President and Chief Financial Officer | 300.0K | — | 196.3K | — | 160.2K | 1.6K | 563.2K | 34.85% | ↗ |
| 32 | 2017 | William G. Smith, Jr. Chairman, President, and Chief Executive Officer | 400.0K | — | 522.8K | — | 188.9K | 2.23M | 3.34M | 15.66% | ↗ |
| 33 | 2017 | Thomas A. Barron President, Capital City Bank | 320.0K | — | 224.3K | — | 194.5K | 711.5K | 1.45M | 15.47% | ↗ |
| 34 | 2017 | J. Kimbrough Davis Executive Vice President and Chief Financial Officer | 285.0K | — | 356.3K | — | 107.4K | 424.9K | 1.17M | 30.36% | ↗ |
| 35 | 2016 | William G. Smith, Jr. Chairman, President, and Chief Executive Officer | 386.0K | — | 346.4K | — | 388.0K | 539.1K | 1.66M | 20.87% | ↗ |
| 36 | 2016 | Thomas A. Barron President, Capital City Bank | 305.0K | — | 161.8K | — | 234.5K | 215.3K | 916.6K | 17.65% | ↗ |
| 37 | 2016 | J. Kimbrough Davis Executive Vice President and Chief Financial Officer | 275.0K | — | 54.5K | — | 126.2K | 200.4K | 656.1K | 8.30% | ↗ |
| 38 | 2015 | William G. Smith, Jr. Chairman, President, and Chief Executive Officer | 375.0K | — | 338.6K | — | 251.5K | 564.7K | 1.53M | 22.13% | ↗ |
| 39 | 2015 | Thomas A. Barron President, Capital City Bank | 297.0K | — | 232.5K | — | 189.2K | 165.3K | 884.0K | 26.30% | ↗ |
| 40 | 2015 | J. Kimbrough Davis Executive Vice President and Chief Financial Officer | 268.0K | — | 51.8K | — | 121.3K | 97.0K | 538.1K | 9.63% | ↗ |
| 41 | 2014 | William G. Smith, Jr. Chairman, President, and Chief Executive Officer | 350.0K | — | 372.5K | — | 307.8K | 370.9K | 1.40M | 26.58% | ↗ |
| 42 | 2014 | Thomas A. Barron President, Capital City Bank | 270.0K | — | 101.0K | — | 181.8K | 541.6K | 1.09M | 9.23% | ↗ |
| 43 | 2014 | J. Kimbrough Davis Executive Vice President and Chief Financial Officer | 260.0K | — | 63.4K | — | 104.0K | 560.6K | 988.0K | 6.42% | ↗ |
| 44 | 2013 | William G. Smith, Jr. Chairman, President, and Chief Executive Officer | 315.0K | — | 134.9K | — | 179.7K | 45.2K | 674.8K | 19.98% | ↗ |
| 45 | 2013 | Thomas A. Barron President, Capital City Bank | 257.7K | — | 81.9K | — | 231.1K | 28.1K | 598.7K | 13.67% | ↗ |
| 46 | 2013 | J. Kimbrough Davis Executive Vice President and Chief Financial Officer | 248.7K | — | 42.0K | — | 86.9K | 14.6K | 392.1K | 10.70% | ↗ |
| 47 | 2012 | William G. Smith, Jr. Chairman, President, and Chief Executive Officer | 304.0K | — | 42.4K | — | 55.5K | 538.2K | 940.1K | 4.51% | ↗ |
| 48 | 2012 | Thomas A. Barron President, Capital City Bank | 252.0K | — | 27.4K | — | 74.1K | 466.4K | 819.9K | 3.34% | ↗ |
| 49 | 2012 | J. Kimbrough Davis Executive Vice President and Chief Financial Officer | 243.8K | — | 14.0K | — | 84.0K | 416.5K | 758.4K | 1.85% | ↗ |
| 50 | 2011 | William G. Smith, Jr. Chairman, President, and Chief Executive Officer | 304.0K | 37.3K | — | — | 86.6K | 388.5K | 816.5K | 0.00% | ↗ |
| 51 | 2011 | Thomas A. Barron President, Capital City Bank | 252.0K | 24.1K | — | — | 71.0K | 363.7K | 710.8K | 0.00% | ↗ |
| 52 | 2011 | J. Kimbrough Davis Executive Vice President and Chief Financial Officer | 243.8K | 12.3K | — | — | 91.4K | 312.5K | 660.0K | 0.00% | ↗ |
| 53 | 2010 | William G. Smith, Jr. Chairman, President, and Chief Executive Officer | 285.0K | — | — | — | 182.0K | 382.0K | 849.1K | 0.00% | ↗ |
| 54 | 2010 | Thomas A. Barron President, Capital City Bank | 245.0K | — | — | — | 103.2K | 357.6K | 705.9K | 0.00% | ↗ |
| 55 | 2010 | J. Kimbrough Davis Executive Vice President and Chief Financial Officer | 239.0K | — | — | — | 70.4K | 196.5K | 505.9K | 0.00% | ↗ |
| 56 | 2009 | William G. Smith, Jr. Chairman, President, and Chief Executive Officer | 285.0K | 88.9K | — | — | — | 189.0K | 562.9K | 0.00% | ↗ |
| 57 | 2009 | Thomas A. Barron, President, Capital City Bank | 245.0K | 86.0K | — | — | — | 180.2K | 511.2K | 0.00% | ↗ |
| 58 | 2009 | Thomas A. Barron President, Capital City Bank | 245.0K | 86.0K | — | — | — | 180.2K | 511.2K | 0.00% | ↗ |
| 59 | 2009 | William G. Smith, Jr., Chairman, President, and Chief Executive Officer | 285.0K | — | — | — | — | 189.0K | 474.0K | 0.00% | ↗ |
| 60 | 2009 | J. Kimbrough Davis Executive Vice President and Chief Financial Officer | 239.0K | 44.4K | — | — | — | 170.6K | 454.0K | 0.00% | ↗ |
| 61 | 2009 | J. Kimbrough Davis, Executive Vice President and Chief Financial Officer | 239.0K | 44.4K | — | — | — | 170.6K | 454.0K | 0.00% | ↗ |
| 62 | 2008 | William G. Smith, Jr. Chairman, President, and Chief Executive Officer | 285.0K | — | 14.9K | — | — | 230.1K | 530.1K | 2.82% | ↗ |
| 63 | 2008 | William G. Smith, Jr., Chairman, President, and Chief Executive Officer | 285.0K | — | 14.9K | — | — | 230.1K | 530.1K | 2.82% | ↗ |
| 64 | 2008 | Thomas A. Barron, President, Capital City Bank | 245.0K | — | 10.3K | — | — | 212.7K | 468.0K | 2.19% | ↗ |
| 65 | 2008 | Thomas A. Barron President, Capital City Bank | 245.0K | — | 10.3K | — | — | 212.7K | 468.0K | 2.19% | ↗ |
| 66 | 2008 | J. Kimbrough Davis Executive Vice President and Chief Financial Officer | 239.0K | — | 10.0K | — | — | 179.5K | 428.5K | 2.34% | ↗ |
| 67 | 2008 | J. Kimbrough Davis, Executive Vice President and Chief Financial Officer | 239.0K | — | 10.0K | — | — | 179.5K | 428.5K | 2.34% | ↗ |
| 68 | 2007 | William G. Smith, Jr., Chairman, President, and Chief Executive Officer | 275.0K | — | — | — | 114.5K | 326.7K | 716.2K | 0.00% | ↗ |
| 69 | 2007 | Thomas A. Barron, President, Capital City Bank | 236.0K | — | — | — | 96.7K | 209.1K | 541.8K | 0.00% | ↗ |
| 70 | 2007 | J. Kimbrough Davis, Executive Vice President and Chief Financial Officer | 230.0K | — | — | — | 38.2K | 194.3K | 462.4K | 0.00% | ↗ |
| 71 | 2006 | William G. Smith, Jr., Chairman, President, and Chief Executive Officer | 230.0K | — | 91.1K | 205.2K | 204.2K | 203.7K | 934.2K | 31.72% | ↗ |
| 72 | 2006 | Thomas A. Barron, President, Capital City Bank | 220.0K | — | 77.3K | — | 172.5K | 117.7K | 587.5K | 13.16% | ↗ |
| 73 | 2006 | J. Kimbrough Davis, Executive Vice President and Chief Financial Officer | 200.0K | — | 59.6K | — | 77.2K | 141.8K | 478.5K | 12.45% | ↗ |
| 74 | 2005 | William G. Smith, Jr., Chairman, President, and Chief Executive Officer | 210.0K | — | 40.8K | 192.9K | 230.4K | 252.7K | 926.8K | 25.21% | ↗ |
| 75 | 2005 | Thomas A. Barron, President, Capital City Bank | 200.0K | — | 38.5K | — | 215.1K | 258.7K | 712.2K | 5.40% | ↗ |
| 76 | 2005 | J. Kimbrough Davis, Executive Vice President and Chief Financial Officer | 185.0K | — | 25.3K | — | 87.0K | 164.8K | 462.1K | 5.48% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| William Godfrey Smith Jr. | Chairman & Chief Executive Officer | 2M | male |
| Thomas A. Barron | President, Treasurer & Director | 2M | male |
| Bethany H. Corum | President of Capital City Bank | 905.8K | female |
| Jeptha E. Larkin | Executive Vice President, Chief Financial Officer & Corporate Secretary | 666.2K | male |
| Marsha S. Crowle | Executive Vice President & Director of Compliance | — | female |
| Sharon Bradley | Vice President & Chief Inclusion Officer | — | female |
| Lynne Jensen | Senior Vice President & Chief Technology Officer | — | female |
| Brooke W. Hallock | Executive Vice President & Chief Brand Officer | — | female |
| Cheryl Thompson | Executive Vice President of Banking Operations | — | female |
| Ashley Leggett | Chief People Officer | — | female |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
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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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Community Opinion for CCBG
Short-term intention
Target Price Distribution
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