Chemung Financial Corporation (CHMG)
Elmira, NY, US
Chemung Financial Corporation (CFC) functions as the parent company for Chemung Canal Trust Company, providing a comprehensive suite of banking, financing, and fiduciary services. CFC offers a diverse array of deposit products, including demand, savings, and time accounts, alongside both interest-bearing and non-interest-bearing checking accounts, and insured money market accounts. The company's lending portfolio encompasses commercial and agricultural loans tailored for small to mid-sized businesses, commercial and residential mortgages, and various consumer loans, such as home equity lines of credit and home equity term loans. Beyond traditional banking, Chemung Financial extends financial solutions like interest rate swaps, letters of credit, wealth management, and support for employee benefit plans. They also facilitate access to mutual funds, various insurance products, brokerage services, and tax preparation services. Additionally, its trust and wealth services include guardian, custodian, and trustee roles. The corporation also acts as an agent for pension, profit-sharing, and other employee benefit trusts, while providing administrative support for investments, pensions, and estate planning. Operating through 31 branch locations, the company serves 13 counties in New York and Bradford County in Pennsylvania. Established in 1833, Chemung Financial Corporation is headquartered in Elmira, New York.
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| Fort Orange | FOFC | 2010-12-30 | View |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.99% | -0.49% | +3.42% | +23.70% | +30.40% | +23.08% | +46.53% | +94.51% | +48.92% | +116.25% | +443.78% |
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 | 1 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 1 |
50.00
-34.4%
|
-
Revenue growth-6.5% Q1'26: +6.9% (vs Q1'25)
-
EPS growth-36.9% Q1'26: +51.6% (vs Q1'25)
-
FCF margin— Q1'26: +22.3% (vs Q1'25)
-
EBIT margin— Q1'26: +29.7% (vs Q1'25)
-
ROIC— Q1'26: +41.5% (vs Q1'25)
-
Share dilution+0.9% Q1'26: +0.7% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 2.72× (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 2012 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. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
68.48M
est: 63.93M (+7.1%)
|
67.49M
est: 71.40M (-5.5%)
|
79.16M
est: 90.06M (-12.1%)
|
74.00M
est: 70.90M (+4.4%)
|
76.65M
est: 72.40M (+5.9%)
|
79.85M
est: 76.91M (+3.8%)
|
86.76M
est: 81.65M (+6.3%)
|
86.22M
est: 81.10M (+6.3%)
|
86.86M
est: 83.26M (+4.3%)
|
91.84M
est: 88.00M (+4.4%)
|
101.91M
est: 94.53M (+7.8%)
|
136.58M
est: 96.44M (+41.6%)
|
149.61M
est: 96.21M (+55.5%)
|
139.94M
est: 110.75M (+26.4%)
|
123.94M
123.94M – 123.94M
+11.9% YoY
|
132.60M
132.60M – 132.60M
+7.0% YoY
|
| EBITDA |
20.40M
est: 25.64M (-20.4%)
|
16.71M
est: 22.52M (-25.8%)
|
17.04M
est: 25.32M (-32.7%)
|
19.27M
est: 23.56M (-18.2%)
|
19.62M
est: 22.44M (-12.5%)
|
19.26M
est: 19.53M (-1.4%)
|
27.81M
est: 29.76M (-6.6%)
|
23.48M
est: 29.13M (-19.4%)
|
28.13M
est: 29.94M (-6.1%)
|
37.26M
est: 32.00M (+16.4%)
|
39.92M
est: 37.91M (+5.3%)
|
34.30M
est: 27.48M (+24.8%)
|
32.10M
est: 27.41M (+17.1%)
|
22.60M
est: 31.56M (-28.4%)
|
35.31M
35.31M – 35.31M
+11.9% YoY
|
37.78M
37.78M – 37.78M
+7.0% YoY
|
| EBIT |
16.41M
est: 18.36M (-10.7%)
|
12.55M
est: 20.51M (-38.8%)
|
11.87M
est: 25.87M (-54.1%)
|
14.09M
est: 20.37M (-30.8%)
|
14.43M
est: 20.80M (-30.6%)
|
14.69M
est: 22.09M (-33.5%)
|
23.64M
est: 23.46M (+0.8%)
|
19.04M
est: 23.30M (-18.3%)
|
23.87M
est: 23.92M (-0.2%)
|
33.76M
est: 25.28M (+33.5%)
|
36.89M
est: 27.15M (+35.9%)
|
31.50M
est: 25.15M (+25.3%)
|
30.09M
est: 25.09M (+19.9%)
|
19.94M
est: 28.88M (-31.0%)
|
32.32M
32.32M – 32.32M
+11.9% YoY
|
34.57M
34.57M – 34.57M
+7.0% YoY
|
| Net Income |
11.02M
est: 10.95M (+0.6%)
|
8.73M
est: 9.40M (-7.1%)
|
8.16M
est: 10.35M (-21.2%)
|
9.43M
est: 9.70M (-2.8%)
|
10.03M
est: 9.58M (+4.6%)
|
7.43M
est: 5.72M (+30.0%)
|
19.63M
est: 18.15M (+8.1%)
|
15.61M
est: 15.51M (+0.6%)
|
19.26M
est: 17.60M (+9.4%)
|
26.43M
est: 22.29M (+18.5%)
|
28.78M
est: 29.13M (-1.2%)
|
25.00M
est: 25.14M (-0.5%)
|
23.67M
est: 23.62M (+0.2%)
|
15.10M
est: 27.57M (-45.2%)
|
34.40M
34.40M – 34.40M
+24.8% YoY
|
36.23M
36.23M – 36.23M
+5.3% YoY
|
| SGA |
26.42M
est: 31.21M (-15.4%)
|
27.20M
est: 35.53M (-23.4%)
|
29.24M
est: 40.79M (-28.3%)
|
29.11M
est: 36.90M (-21.1%)
|
27.87M
est: 34.13M (-18.3%)
|
29.02M
est: 30.98M (-6.4%)
|
30.17M
est: 35.21M (-14.3%)
|
30.79M
est: 35.60M (-13.5%)
|
31.42M
est: 36.95M (-15.0%)
|
32.70M
est: 33.49M (-2.3%)
|
33.37M
est: 27.92M (+19.5%)
|
36.58M
est: 29.13M (+25.6%)
|
38.93M
est: 29.06M (+34.0%)
|
41.82M
est: 33.45M (+25.0%)
|
37.44M
37.44M – 37.44M
+11.9% YoY
|
40.05M
40.05M – 40.05M
+7.0% YoY
|
| EPS |
2.38
est: 2.28 (+4.4%)
|
1.87
est: 2.42 (-22.7%)
|
1.83
est: 2.15 (-14.7%)
|
2.00
est: 2.03 (-1.5%)
|
2.11
est: 2.06 (+2.4%)
|
2.16
est: 2.92 (-26.0%)
|
4.06
est: 3.71 (+9.6%)
|
3.21
est: 3.46 (-7.2%)
|
4.01
est: 3.87 (+3.7%)
|
5.64
est: 5.25 (+7.5%)
|
6.13
est: 6.06 (+1.2%)
|
5.28
est: 5.22 (+1.1%)
|
4.96
est: 4.91 (+1.0%)
|
3.13
est: 5.73 (-45.4%)
|
7.15
7.15 – 7.15
+24.8% YoY
|
7.53
7.53 – 7.53
+5.3% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-27 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-26 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-22 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-21 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-20 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-19 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-18 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-15 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-14 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-13 | B- | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-12 | B- | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-11 | B- | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-08 | B- | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-07 | B- | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-06 | B- | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-05 | B- | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-04 | B- | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-01 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-30 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-29 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-28 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-27 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-24 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 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 | Chemung Canal Trust Company E.I. No. 16-0380815 | 709.2K | 18.98% | 26.1K | — | 24.9K | 520.7K | BK | U.S.A. - State of New York | 2004-01-23 | ↗ |
| 2 | E.I. No. 16-1237038 | 599.9K | 28.95% | 25.6K | 574.3K | 25.6K | 184.4K | HC | State of New York | 1997-02-11 | ↗ |
| 3 | Savings and Investment Plan | 453.7K | 11.00% | — | 453.7K | — | 453.7K | EP | Employee Benefit Plan - Not Applicable | 1999-02-12 | ↗ |
| 4 | Fourthstone LLC | 380.9K | 8.07% | — | 380.9K | — | — | IA | Delaware | 2024-02-14 | ↗ |
| 5 | L. Phillip Stone, IV | 380.8K | 8.07% | — | 380.8K | — | — | IN | U.S.A. | 2024-02-14 | ↗ |
| 6 | FJ Capital Management | 352.9K | 7.57% | — | 352.9K | — | — | IA | Delaware | 2022-02-10 | ↗ |
| 7 | Martin Friedman | 352.9K | 7.57% | — | 352.9K | — | — | IN | United States | 2022-02-10 | ↗ |
| 8 | Dalrymple Family Limited Partnership | 343.5K | 7.30% | — | 343.5K | — | 343.5K | PN | United States | 2022-02-11 | ↗ |
| 9 | Henry M. Dalrymple | 343.5K | 7.30% | — | 343.5K | — | 343.5K | IN | United States | 2022-02-11 | ↗ |
| 10 | Matthew D. Dalrymple | 343.5K | 7.30% | — | 343.5K | — | 343.5K | IN | United States | 2022-02-11 | ↗ |
| 11 | Financial Opportunity Fund LLC | 307.6K | 6.59% | — | 307.6K | — | — | OO | Delaware | 2022-02-10 | ↗ |
| 12 | Fourthstone Master Opportunity Fund Ltd | 285.7K | 6.05% | — | 285.7K | — | — | OO | Cayman Islands | 2024-02-14 | ↗ |
| 13 | Chemung Canal Trust Company Profit Sharing, Savings and Investment Plan | 262.8K | 7.03% | — | 262.8K | — | 262.8K | EP | Employee Benefit Plan - Not Applicable | 2004-01-23 | ↗ |
| 14 | (1) BlackRock, Inc. | 249.6K | 5.20% | 245.7K | — | 249.6K | — | HC | Delaware | 2024-11-08 | ↗ |
| 15 | Elizabeth T. Dalrymple | 245.5K | 5.23% | 11.0K | 234.5K | 11.0K | 234.5K | IN | — | 2022-02-11 | ↗ |
| 16 | RD Wood, LLC | 234.5K | 5.00% | — | 234.5K | — | 234.5K | OO | — | 2022-02-11 | ↗ |
| 17 | Basswood Capital Management, L.L.C. | 142.6K | 2.94% | — | 142.6K | — | — | IA | United States | 2020-02-11 | ↗ |
| 18 | Bennett Lindenbaum | 142.6K | 2.94% | — | 142.6K | — | — | HC, IN | United States | 2020-02-11 | ↗ |
| 19 | Matthew Lindenbaum | 142.6K | 2.94% | — | 142.6K | — | — | HC, IN | United States | 2020-02-11 | ↗ |
| 20 | Fourthstone GP LLC | 95.1K | 2.01% | — | 95.1K | — | — | OO | Delaware | 2024-02-14 | ↗ |
| 21 | Fourthstone QP Opportunity Fund LP | 95.1K | 2.01% | — | 95.1K | — | — | PN | Delaware | 2024-02-14 | ↗ |
| 22 | Financial Opportunity Long/Short Fund LLC | 10.9K | 0.23% | — | 10.9K | — | — | OO | Delaware | 2022-02-10 | ↗ |
| 23 | Robert H. Dalrymple | 10.00 | 5.03% | 1.5K | 234.5K | 1.5K | 234.5K | IN | — | 2022-02-11 | ↗ |
| 24 | Fourthstone Small-Cap Financials Fund LP | — | 0.00% | — | — | — | — | PN | Delaware | 2024-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 368.6K +10.2K (+2.9%) | 20.57M +1.7M (+9.3%) | 7.66% +0.208 pp | 0.00% +0.000 pp | USD48.12 +16.0% | 6 qtrs — |
| 2 | CHEMUNG CANAL TRUST CO | 286.2K -19.4K (-6.4%) | 15.97M -81.0K (-0.5%) | 5.95% -0.408 pp | 3.16% -0.038 pp | USD27.10 +105.9% | 108 qtrs — |
| 3 | VANGUARD GROUP INC | 215.9K +12.6K (+6.2%) | 12.05M +1.4M (+12.8%) | 4.49% +0.259 pp | 0.00% +0.000 pp | USD43.20 +29.2% | 50 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 179.7K +1.3K (+0.7%) | 10.03M +659.2K (+7.0%) | 3.73% +0.025 pp | 0.00% +0.000 pp | USD44.52 +25.3% | 37 qtrs — |
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 139.5K -661.0 (-0.5%) | 7.78M +422.7K (+5.7%) | 2.90% -0.016 pp | 0.01% +0.000 pp | USD52.52 +6.2% | 2 qtrs — |
| 6 | PL CAPITAL ADVISORS, LLC | 109.3K +50.2K (+84.9%) | 6.10M +3.0M (+96.5%) | 2.27% +1.043 pp | 1.92% +0.893 pp | USD53.81 +3.7% | 5 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 92.0K -701.0 (-0.8%) | 5.14M +265.1K (+5.4%) | 1.91% -0.016 pp | 0.00% +0.000 pp | USD41.09 +35.8% | 52 qtrs — |
| 8 | ACADIAN ASSET MANAGEMENT LLC | 78.4K +623.0 (+0.8%) | 4.37M +287.0K (+7.0%) | 1.63% +0.012 pp | 0.01% +0.000 pp | USD45.05 +23.9% | 25 qtrs — |
| 9 | STATE STREET CORP | 58.7K +1.2K (+2.1%) | 3.29M +256.1K (+8.4%) | 1.22% +0.024 pp | 0.00% +0.000 pp | USD42.10 +32.5% | 39 qtrs — |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 52.2K -25.6K (-32.9%) | 2.91M -1.2M (-28.7%) | 1.09% -0.532 pp | 0.06% -0.026 pp | USD37.57 +48.5% | 51 qtrs — |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 42.9K -2.5K (-5.5%) | 2.40M +9.5K (+0.4%) | 0.89% -0.053 pp | 0.00% +0.001 pp | USD42.60 +31.0% | 42 qtrs — |
| 12 | MORGAN STANLEY | 40.7K +1.2K (+3.0%) | 2.27M +195.2K (+9.4%) | 0.85% +0.024 pp | 0.00% +0.000 pp | USD41.67 +33.9% | 51 qtrs — |
| 13 | GOLDMAN SACHS GROUP INC | 39.1K +12.0K (+44.3%) | 2.18M +757.3K (+53.3%) | 0.81% +0.249 pp | 0.00% +0.000 pp | USD51.22 +8.9% | 7 qtrs — |
| 14 | FIRST MANHATTAN CO. LLC. | 36.0K +— (+0.0%) | 2.02M +118.2K (+6.2%) | 0.75% -0.001 pp | 0.01% +0.000 pp | USD30.54 +82.7% | 51 qtrs — |
| 15 | NORTHERN TRUST CORP | 32.9K -4.1K (-11.0%) | 1.84M -104.9K (-5.4%) | 0.68% -0.085 pp | 0.00% +0.000 pp | USD40.67 +37.2% | 39 qtrs — |
| 16 | ALLIANCEBERNSTEIN L.P. | 27.9K +1.4K (+5.4%) | 1.56M +166.6K (+12.0%) | 0.58% +0.029 pp | 0.00% +0.000 pp | USD43.54 +28.2% | 29 qtrs — |
| 17 | EMPOWERED FUNDS, LLC | 26.0K +— (+0.0%) | 1.45M +85.3K (+6.2%) | 0.54% 0.000 pp | 0.01% -0.002 pp | USD42.24 +32.1% | 11 qtrs — |
| 18 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 25.3K -2.4K (-8.7%) | 1.41M -43.5K (-3.0%) | 0.52% -0.050 pp | 0.00% -0.001 pp | USD48.25 +15.6% | 6 qtrs — |
| 19 | AMERICAN CENTURY COMPANIES INC | 24.8K -1.9K (-7.1%) | 1.38M -18.5K (-1.3%) | 0.51% -0.040 pp | 0.00% +0.000 pp | USD46.97 +18.8% | 12 qtrs — |
| 20 | BARCLAYS PLC | 20.6K +11.3K (+122.5%) | 1.15M +703.3K (+158.6%) | 0.43% +0.235 pp | 0.00% +0.000 pp | USD52.33 +6.6% | 14 qtrs — |
| 21 | AQR CAPITAL MANAGEMENT LLC | 18.5K +1.5K (+8.7%) | 1.03M +138.8K (+15.5%) | 0.39% +0.031 pp | 0.00% +0.000 pp | USD50.98 +9.5% | 5 qtrs — |
| 22 | HSBC HOLDINGS PLC | 18.4K +4.7K (+34.4%) | 1.02M +298.6K (+41.3%) | 0.38% +0.098 pp | 0.00% +0.000 pp | USD49.99 +11.6% | 6 qtrs — |
| 23 | PANAGORA ASSET MANAGEMENT INC | 15.6K +2.4K (+18.0%) | 871.0K +176.4K (+25.4%) | 0.32% +0.049 pp | 0.00% +0.000 pp | USD50.66 +10.1% | 3 qtrs — |
| 24 | BANK OF NEW YORK MELLON CORP | 15.3K -7.0K (-31.6%) | 851.8K -319.7K (-27.3%) | 0.32% -0.147 pp | 0.00% 0.000 pp | USD45.33 +23.1% | 11 qtrs — |
| 25 | BANK OF AMERICA CORP /DE/ | 15.2K +2.0K (+14.7%) | 850.9K +152.6K (+21.9%) | 0.32% +0.040 pp | 0.00% +0.000 pp | USD46.07 +21.1% | 13 qtrs — |
| 26 | MARTINGALE ASSET MANAGEMENT L P | 15.0K +— (+0.0%) | 838.8K +49.3K (+6.2%) | 0.31% 0.000 pp | 0.02% +0.002 pp | USD47.54 +17.4% | 7 qtrs — |
| 27 | LSV ASSET MANAGEMENT | 14.4K +1.0K (+7.6%) | 805.0K +101.0K (+14.3%) | 0.30% +0.021 pp | 0.00% +0.000 pp | USD40.96 +36.2% | 40 qtrs — |
| 28 | CITADEL ADVISORS LLC | 13.9K -1.2K (-7.8%) | 776.9K -15.9K (-2.0%) | 0.29% -0.025 pp | 0.00% +0.000 pp | USD47.99 +16.3% | 13 qtrs — |
| 29 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12.8K +16.0 (+0.1%) | 701.8K +32.0K (+4.8%) | 0.27% +0.000 pp | 0.00% 0.000 pp | USD40.40 +38.1% | 10 qtrs — |
| 30 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11.7K +— (+0.0%) | 652.9K +38.4K (+6.2%) | 0.24% 0.000 pp | 0.00% +0.000 pp | USD40.47 +37.9% | 11 qtrs — |
| 31 | ALESCO ADVISORS LLC | 11.6K +— (+0.0%) | 644.7K +37.9K (+6.2%) | 0.24% 0.000 pp | 0.02% +0.000 pp | USD45.49 +22.7% | 18 qtrs — |
| 32 | RAYMOND JAMES FINANCIAL INC | 9.3K +— (+0.0%) | 518.8K +30.5K (+6.2%) | 0.19% 0.000 pp | 0.00% +0.000 pp | USD48.78 +14.4% | 5 qtrs — |
| 33 | MILLENNIUM MANAGEMENT LLC | 8.4K -5.5K (-39.8%) | 466.4K -262.9K (-36.0%) | 0.17% -0.115 pp | 0.00% 0.000 pp | USD50.14 +11.3% | 5 qtrs — |
| 34 | WELLS FARGO & COMPANY/MN | 8.2K +1.5K (+21.8%) | 460.2K +104.5K (+29.4%) | 0.17% +0.031 pp | 0.00% +0.000 pp | USD47.88 +16.5% | 49 qtrs — |
| 35 | CAPTRUST FINANCIAL ADVISORS | 7.9K +372.0 (+5.0%) | 439.7K +45.4K (+11.5%) | 0.16% +0.008 pp | 0.00% +0.000 pp | USD50.05 +11.5% | 9 qtrs — |
| 36 | NUVEEN, LLC | 7.7K +— (+0.0%) | 427.6K +25.1K (+6.2%) | 0.16% 0.000 pp | 0.00% +0.000 pp | USD47.91 +16.5% | 4 qtrs — |
| 37 | EMPOWER ADVISORY GROUP, LLC | 7.6K +— (+0.0%) | 424.0K +24.9K (+6.2%) | 0.16% 0.000 pp | 0.00% +0.000 pp | USD48.47 +15.1% | 3 qtrs — |
| 38 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7.5K +— (+0.0%) | 416.2K +24.5K (+6.2%) | 0.16% 0.000 pp | 0.00% +0.000 pp | USD48.81 +14.3% | 5 qtrs — |
| 39 | BAILARD, INC. | 7.4K +7.4K (+100.0%) | 412.2K +412.2K (+100.0%) | 0.15% +0.154 pp | 0.01% +0.009 pp | USD55.80 +0.0% | 1 qtrs NEW |
| 40 | JPMORGAN CHASE & CO | 7.4K -9.4K (-56.0%) | 411.7K -468.1K (-53.2%) | 0.15% -0.195 pp | 0.00% +0.000 pp | USD47.61 +17.2% | 12 qtrs — |
| 41 | FORUM FINANCIAL MANAGEMENT, LP | 6.9K +— (+0.0%) | 387.8K +22.8K (+6.2%) | 0.14% 0.000 pp | 0.01% +0.000 pp | USD46.46 +20.1% | 17 qtrs — |
| 42 | RHINO INVESTMENT PARTNERS, INC | 6.6K +6.6K (+100.0%) | 369.9K +369.9K (+100.0%) | 0.14% +0.138 pp | 0.10% +0.105 pp | USD55.80 +0.0% | 1 qtrs NEW |
| 43 | TREXQUANT INVESTMENT LP | 5.7K +833.0 (+17.2%) | 316.6K +62.4K (+24.5%) | 0.12% +0.017 pp | 0.00% +0.000 pp | USD49.39 +13.0% | 5 qtrs — |
| 44 | ADVISOR GROUP HOLDINGS, INC. | 5.5K +— (+0.0%) | 306.9K +10.3K (+3.5%) | 0.11% 0.000 pp | 0.00% +0.000 pp | USD48.81 +14.3% | 5 qtrs — |
| 45 | CERITY PARTNERS LLC | 5.0K +5.0K (+100.0%) | 276.7K +276.7K (+100.0%) | 0.10% +0.103 pp | 0.00% +0.000 pp | USD55.80 +0.0% | 1 qtrs NEW |
| 46 | BRIGHT FUTURES WEALTH MANAGEMENT, LLC. | 4.3K +— (+0.0%) | 240.5K +14.1K (+6.2%) | 0.09% 0.000 pp | 0.18% +0.001 pp | USD52.52 +6.2% | 2 qtrs — |
| 47 | INVESCO LTD. | 4.2K +4.2K (+100.0%) | 232.1K +232.1K (+100.0%) | 0.09% +0.086 pp | 0.00% +0.000 pp | USD55.80 +0.0% | 1 qtrs NEW |
| 48 | DEUTSCHE BANK AG\ | 3.9K +— (+0.0%) | 217.1K +12.8K (+6.2%) | 0.08% 0.000 pp | 0.00% +0.000 pp | USD52.52 +6.2% | 2 qtrs — |
| 49 | VALICENTI ADVISORY SERVICES INC | 3.7K +3.7K (+100.0%) | 208.0K +208.0K (+100.0%) | 0.08% +0.078 pp | 0.04% +0.044 pp | USD55.80 +0.0% | 1 qtrs NEW |
| 50 | SEI INVESTMENTS CO | 3.7K +3.7K (+100.0%) | 205.2K +205.2K (+100.0%) | 0.08% +0.076 pp | 0.00% +0.000 pp | USD55.80 +0.0% | 3 qtrs — |
| 51 | RHUMBLINE ADVISERS | 3.2K -356.0 (-10.1%) | 177.3K -8.3K (-4.5%) | 0.07% -0.007 pp | 0.00% +0.000 pp | USD40.76 +36.9% | 11 qtrs — |
| 52 | PNC FINANCIAL SERVICES GROUP, INC. | 2.3K +245.0 (+11.9%) | 128.9K +20.4K (+18.9%) | 0.05% +0.005 pp | 0.00% +0.000 pp | USD50.45 +10.6% | 3 qtrs — |
| 53 | NEW YORK STATE COMMON RETIREMENT FUND | 2.1K +— (+0.0%) | 118.9K +7.0K (+6.2%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD38.94 +43.3% | 11 qtrs — |
| 54 | METLIFE INVESTMENT MANAGEMENT, LLC | 2.1K +— (+0.0%) | 117.6K +6.9K (+6.2%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD39.16 +42.5% | 11 qtrs — |
| 55 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.0K +44.0 (+2.3%) | 110.4K +8.8K (+8.7%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD47.11 +18.4% | 7 qtrs — |
| 56 | JFS WEALTH ADVISORS, LLC | 1.8K +— (+0.0%) | 101.1K +5.9K (+6.2%) | 0.04% +0.000 pp | 0.01% +0.000 pp | USD48.47 +15.1% | 3 qtrs — |
| 57 | CWM, LLC | 1.6K -39.0 (-2.4%) | 89.0K +3.0K (+3.5%) | 0.03% -0.001 pp | 0.00% +0.000 pp | USD50.72 +10.0% | 7 qtrs — |
| 58 | ATLANTIC UNION BANKSHARES CORP | 1.5K +— (+0.0%) | 83.7K +4.9K (+6.2%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD48.47 +15.1% | 3 qtrs — |
| 59 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 1.4K +— (+0.0%) | 78.2K +4.6K (+6.2%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD50.39 +10.7% | 3 qtrs — |
| 60 | BNP PARIBAS ARBITRAGE, SNC | 1.1K +50.0 (+4.6%) | 63.3K +6.3K (+11.1%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD50.00 +11.6% | 39 qtrs — |
| 61 | UBS GROUP AG | 1.0K -918.0 (-47.2%) | 57.3K -44.8K (-43.9%) | 0.02% -0.019 pp | 0.00% +0.000 pp | USD46.94 +18.9% | 43 qtrs — |
| 62 | FMR LLC | 906.00 +34.0 (+3.9%) | 50.6K +4.8K (+10.4%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD47.07 +18.5% | 30 qtrs — |
| 63 | RUSSELL INVESTMENTS GROUP, LTD. | 823.00 -97.0 (-10.5%) | 45.9K -2.4K (-5.0%) | 0.02% -0.002 pp | 0.00% +0.000 pp | USD49.99 +11.6% | 10 qtrs — |
| 64 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 625.00 +— (+0.0%) | 34.9K +2.1K (+6.2%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD38.41 +45.3% | 11 qtrs — |
| 65 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 509.00 +3.0 (+0.6%) | 28.4K +1.8K (+6.9%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD52.54 +6.2% | 2 qtrs — |
| 66 | ROYAL BANK OF CANADA | 445.00 +43.0 (+10.7%) | 24.0K +3.0K (+14.3%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD45.15 +23.6% | 51 qtrs — |
| 67 | LEGAL & GENERAL GROUP PLC | 376.00 +— (+0.0%) | 21.0K +1.2K (+6.2%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD40.01 +39.5% | 11 qtrs — |
| 68 | AMERITAS INVESTMENT PARTNERS, INC. | 289.00 +— (+0.0%) | 16.1K +948.0 (+6.2%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD38.41 +45.3% | 11 qtrs — |
| 69 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 256.00 +18.0 (+7.6%) | 14.3K +1.8K (+14.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD39.68 +40.6% | 11 qtrs — |
| 70 | STERLING CAPITAL MANAGEMENT LLC | 240.00 -47.0 (-16.4%) | 13.4K -1.7K (-11.2%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD50.97 +9.5% | 6 qtrs — |
| 71 | TOWER RESEARCH CAPITAL LLC (TRC) | 224.00 -69.0 (-23.5%) | 12.5K -2.9K (-18.8%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD47.61 +17.2% | 17 qtrs — |
| 72 | ESL TRUST SERVICES, LLC | 200.00 +— (+0.0%) | 11.2K +656.0 (+6.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD48.81 +14.3% | 5 qtrs — |
| 73 | NBT BANK N A /NY | 200.00 +— (+0.0%) | 11.2K +656.0 (+6.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD48.02 +16.2% | 6 qtrs — |
| 74 | AMALGAMATED BANK | 131.00 +13.0 (+11.0%) | 7.0K +1.0K (+16.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD40.12 +39.1% | 11 qtrs — |
| 75 | GRANEY & KING, LLC | 105.00 +— (+0.0%) | 5.9K +344.0 (+6.2%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD48.81 +14.3% | 5 qtrs — |
| 76 | CITIGROUP INC | 97.00 +48.0 (+98.0%) | 5.4K +2.8K (+110.3%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD51.87 +7.6% | 13 qtrs — |
| 77 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 61.00 +61.0 (+100.0%) | 3.4K +3.4K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD55.79 +0.0% | 1 qtrs NEW |
| 78 | OPTIVER HOLDING B.V. | 48.00 +— (+0.0%) | 2.7K +157.0 (+6.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD52.50 +6.3% | 2 qtrs — |
| 79 | EVERSOURCE WEALTH ADVISORS, LLC | 38.00 +— (+0.0%) | 2.1K +124.0 (+6.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD49.29 +13.2% | 4 qtrs — |
| 80 | ALLWORTH FINANCIAL LP | 33.00 +1.0 (+3.1%) | 1.8K +161.0 (+9.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD51.45 +8.5% | 3 qtrs — |
| 81 | GAMMA INVESTING LLC | 30.00 +4.0 (+15.4%) | 1.7K +308.0 (+22.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD51.93 +7.5% | 5 qtrs — |
| 82 | IFP ADVISORS, INC | 26.00 +9.0 (+52.9%) | 1.5K +558.0 (+62.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD51.73 +7.9% | 5 qtrs — |
| 83 | RONALD BLUE TRUST, INC. | 24.00 +— (+0.0%) | 1.3K +79.0 (+6.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD48.00 +16.3% | 6 qtrs — |
| 84 | UBS ASSET MANAGEMENT AMERICAS INC | 22.00 +22.0 (+100.0%) | 1.2K +1.2K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD55.77 +0.1% | 1 qtrs NEW |
| 85 | FARTHER FINANCE ADVISORS, LLC | 9.00 +9.0 (+100.0%) | 502.00 +502.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD55.78 +0.0% | 1 qtrs NEW |
| 86 | TRUE WEALTH DESIGN, LLC | 6.00 +— (+0.0%) | 335.00 +19.0 (+6.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD52.50 +6.3% | 6 qtrs — |
| 87 | ROTHSCHILD INVESTMENT LLC | 6.00 +3.0 (+100.0%) | 335.00 +177.0 (+112.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD54.00 +3.3% | 2 qtrs — |
| 88 | MAI CAPITAL MANAGEMENT | 1.00 +1.0 (+100.0%) | 56.00 +56.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD55.00 +1.5% | 1 qtrs NEW |
| 89 | SJS INVESTMENT CONSULTING INC. | 1.00 +1.0 (+100.0%) | 56.00 +56.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD55.00 +1.5% | 1 qtrs NEW |
| 90 | SUNBELT SECURITIES, INC. | 1.00 +— (+0.0%) | 56.00 +3.0 (+5.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD52.00 +7.3% | 2 qtrs — |
| 91 | JANE STREET GROUP, LLC | — -4.2K (-100.0%) | — -221.4K (-100.0%) | 0.00% -0.088 pp | 0.00% +0.000 pp | USD— | 4 qtrs SOLD |
| 92 | MARSHALL WACE, LLP | — -8.9K (-100.0%) | — -466.1K (-100.0%) | 0.00% -0.185 pp | 0.00% -0.001 pp | USD— | 6 qtrs SOLD |
| 93 | MODERN WEALTH MANAGEMENT, LLC | — -6.7K (-100.0%) | — -349.4K (-100.0%) | 0.00% -0.138 pp | 0.00% -0.007 pp | USD— | 8 qtrs SOLD |
| 94 | FOURTHSTONE LLC | — -10.0K (-100.0%) | — -526.7K (-100.0%) | 0.00% -0.209 pp | 0.00% -0.094 pp | USD— | 14 qtrs SOLD |
| 95 | SRS CAPITAL ADVISORS, INC. | — -1.1K (-100.0%) | — -55.6K (-100.0%) | 0.00% -0.022 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 96 | QUADRATURE CAPITAL LTD | — -4.5K (-100.0%) | — -235.1K (-100.0%) | 0.00% -0.093 pp | 0.00% -0.003 pp | USD— | 2 qtrs SOLD |
| 97 | CLEARSTEAD ADVISORS, LLC | — -5.0 (-100.0%) | — -263.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 3 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.15% | 132.3K | 0.63% |
| 2 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.09% | 1.48M | 0.47% |
| 3 | iShares Micro-Cap ETF IWC | 0.07% | 1.04M | 0.60% |
| 4 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.04% | 20.5K | 0.35% |
| 5 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS | 0.04% | 144.0K | 0.38% |
| 6 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.04% | 379.3K | 0.20% |
| 7 | iShares Russell 2000 Value ETF IWN | 0.02% | 2.83M | 0.24% |
| 8 | Vanguard Russell 2000 Value ETF VTWV | 0.02% | 234.0K | 0.06% |
| 9 | WisdomTree U.S. SmallCap Fund EES | 0.01% | 106.0K | 0.38% |
| 10 | Avantis U.S. Small Cap Equity ETF AVSC | 0.01% | 416.2K | 0.25% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | Tyrrell Thomas R. | Director | S-Sale | D | COMMON STOCK | 248 | 65.83 | 16.3K | 8,590 | D | ↗ |
| 2026-02-27 | Tomson Anders | Director / Officer | F-InKind | D | COMMON STOCK | 1,603 | 55.52 | 89.0K | 46,223 | D | ↗ |
| 2026-02-27 | Stempin John J | Officer | F-InKind | D | COMMON STOCK | 12 | 55.52 | 666.24 | 475 | D | ↗ |
| 2026-02-27 | Meisner Mary E | Officer | F-InKind | D | COMMON STOCK | 79 | 55.52 | 4.4K | 4,449 | D | ↗ |
| 2026-02-27 | McKim Dale M. III | Officer | F-InKind | D | COMMON STOCK | 147 | 55.52 | 8.2K | 6,933 | D | ↗ |
| 2026-02-27 | Kenefick Jeffrey P. | Officer | F-InKind | D | COMMON STOCK | 119 | 55.52 | 6.6K | 11,464 | D | ↗ |
| 2026-02-27 | HAZELTON KIMBERLY A | Officer | F-InKind | D | COMMON STOCK | 104 | 55.52 | 5.8K | 8,162 | D | ↗ |
| 2026-02-27 | Fariello Daniel D | Officer | F-InKind | D | COMMON STOCK | 116 | 55.52 | 6.4K | 8,261 | D | ↗ |
| 2026-02-27 | Cutrona Vincent M | Officer | F-InKind | D | COMMON STOCK | 95 | 55.52 | 5.3K | 3,607 | D | ↗ |
| 2026-02-27 | Cosgrove Peter K | Officer | F-InKind | D | COMMON STOCK | 119 | 55.52 | 6.6K | 7,200 | D | ↗ |
| 2026-02-27 | COLE LOREN D | Officer | F-InKind | D | COMMON STOCK | 119 | 55.52 | 6.6K | 6,398 | D | ↗ |
| 2026-02-26 | Dalrymple Robert H | Director | S-Sale | D | COMMON STOCK | 2,833 | 56.56 | 160.2K | 1,351 | D | ↗ |
| 2026-02-17 | Tomson Anders | Director / Officer | A-Award | A | COMMON STOCK | 4,221 | 59.24 | 250.1K | 47,826 | D | ↗ |
| 2026-02-17 | Stempin John J | Officer | A-Award | A | COMMON STOCK | 127 | 59.24 | 7.5K | 487 | D | ↗ |
| 2026-02-17 | Meisner Mary E | Officer | A-Award | A | COMMON STOCK | 1,140 | 59.24 | 67.5K | 4,528 | D | ↗ |
| 2026-02-17 | McKim Dale M. III | Officer | A-Award | A | COMMON STOCK | 1,773 | 59.24 | 105.0K | 7,080 | D | ↗ |
| 2026-02-17 | Kenefick Jeffrey P. | Officer | A-Award | A | COMMON STOCK | 1,368 | 59.24 | 81.0K | 11,583 | D | ↗ |
| 2026-02-17 | HAZELTON KIMBERLY A | Officer | A-Award | A | COMMON STOCK | 1,056 | 59.24 | 62.6K | 8,266 | D | ↗ |
| 2026-02-17 | Fariello Daniel D | Officer | A-Award | A | COMMON STOCK | 1,267 | 59.24 | 75.1K | 8,377 | D | ↗ |
| 2026-02-17 | Cutrona Vincent M | Officer | A-Award | A | COMMON STOCK | 1,267 | 59.24 | 75.1K | 3,702 | D | ↗ |
| 2026-02-17 | Cosgrove Peter K | Officer | A-Award | A | COMMON STOCK | 1,267 | 59.24 | 75.1K | 7,319 | D | ↗ |
| 2026-02-17 | COLE LOREN D | Officer | A-Award | A | COMMON STOCK | 1,182 | 59.24 | 70.0K | 6,517 | D | ↗ |
| 2026-02-04 | Fariello Daniel D | Officer | S-Sale | D | COMMON STOCK | 748 | 61.13 | 45.7K | 7,110 | D | ↗ |
| 2026-02-03 | Fariello Daniel D | Officer | S-Sale | D | COMMON STOCK | 242 | 61.57 | 14.9K | 7,858 | D | ↗ |
| 2026-02-02 | Tyrrell Thomas R. | Director | S-Sale | D | COMMON STOCK | 500 | 61.00 | 30.5K | 8,800 | D | ↗ |
| 2026-01-21 | Tyrrell Thomas R. | Director | A-Award | A | COMMON STOCK | 653 | 57.13 | 37.3K | 9,300 | D | ↗ |
| 2026-01-21 | Tranter G. Thomas Jr. | Director | A-Award | A | COMMON STOCK | 670 | 57.13 | 38.3K | 28,368 | D | ↗ |
| 2026-01-21 | STREETER JEFFREY B | Director | A-Award | A | COMMON STOCK | 574 | 57.13 | 32.8K | 33,322 | D | ↗ |
| 2026-01-21 | Meade Joseph F IV | Director | A-Award | A | COMMON STOCK | 600 | 57.13 | 34.3K | 4,392 | D | ↗ |
| 2026-01-21 | Lounsberry Stephen M. III | Director | A-Award | A | COMMON STOCK | 644 | 57.13 | 36.8K | 23,433 | D | ↗ |
| 2026-01-21 | Gonick Denise V | Director | A-Award | A | COMMON STOCK | 583 | 57.13 | 33.3K | 6,804 | D | ↗ |
| 2026-01-21 | Forrestel Richard E Jr | Director | A-Award | A | COMMON STOCK | 591 | 57.13 | 33.8K | 15,269 | D | ↗ |
| 2026-01-21 | Dalrymple Robert H | Director | A-Award | A | COMMON STOCK | 696 | 57.13 | 39.8K | 4,184 | D | ↗ |
| 2026-01-21 | Dalrymple David J. | Director | A-Award | A | COMMON STOCK | 863 | 57.13 | 49.3K | 26,392 | D | ↗ |
| 2026-01-21 | Bentley Ronald M | Director | A-Award | A | COMMON STOCK | 644 | 57.13 | 36.8K | 47,245 | D | ↗ |
| 2026-01-21 | BUICKO DAVID M | Director | A-Award | A | COMMON STOCK | 683 | 57.13 | 39.0K | 8,986 | D | ↗ |
| 2026-01-21 | Archibold Raimundo C. Jr | Director | A-Award | A | COMMON STOCK | 574 | 57.13 | 32.8K | 2,549 | D | ↗ |
| 2025-12-31 | Meisner Mary E | Officer | — | — | COMMON STOCK | 0 | 0.00 | — | 3,388 | D | ↗ |
| 2025-12-31 | Kenefick Jeffrey P. | Officer | — | — | COMMON STOCK | 0 | 0.00 | — | 3,030 | I | ↗ |
| 2025-12-31 | Fariello Daniel D | Officer | — | — | COMMON STOCK | 0 | 0.00 | — | 8,100 | D | ↗ |
| 2025-12-31 | COLE LOREN D | Officer | — | — | COMMON STOCK | 0 | 0.00 | — | 105 | I | ↗ |
| 2025-12-19 | Stempin John J | Officer | F-InKind | D | COMMON STOCK | 8 | 57.81 | 462.48 | 360 | D | ↗ |
| 2025-12-19 | Meisner Mary E | Officer | F-InKind | D | COMMON STOCK | 54 | 57.81 | 3.1K | 3,379 | D | ↗ |
| 2025-12-19 | McKim Dale M. III | Officer | F-InKind | D | COMMON STOCK | 95 | 57.81 | 5.5K | 5,307 | D | ↗ |
| 2025-12-19 | Kenefick Jeffrey P. | Officer | F-InKind | D | COMMON STOCK | 101 | 57.81 | 5.8K | 10,187 | D | ↗ |
| 2025-12-19 | HAZELTON KIMBERLY A | Officer | F-InKind | D | COMMON STOCK | 101 | 57.81 | 5.8K | 7,210 | D | ↗ |
| 2025-12-19 | Fariello Daniel D | Officer | F-InKind | D | COMMON STOCK | 113 | 57.81 | 6.5K | 8,100 | D | ↗ |
| 2025-12-19 | Cosgrove Peter K | Officer | F-InKind | D | COMMON STOCK | 106 | 57.81 | 6.1K | 6,052 | D | ↗ |
| 2025-12-19 | COLE LOREN D | Officer | F-InKind | D | COMMON STOCK | 110 | 57.81 | 6.4K | 5,335 | D | ↗ |
| 2025-12-16 | Meisner Mary E | Officer | F-InKind | D | COMMON STOCK | 31 | 59.57 | 1.8K | 3,491 | D | ↗ |
| 2025-12-16 | Kenefick Jeffrey P. | Officer | F-InKind | D | COMMON STOCK | 51 | 59.59 | 3.0K | 10,390 | D | ↗ |
| 2025-12-16 | HAZELTON KIMBERLY A | Officer | F-InKind | D | COMMON STOCK | 64 | 59.57 | 3.8K | 7,406 | D | ↗ |
| 2025-12-16 | Fariello Daniel D | Officer | F-InKind | D | COMMON STOCK | 71 | 59.57 | 4.2K | 8,315 | D | ↗ |
| 2025-12-16 | Cosgrove Peter K | Officer | F-InKind | D | COMMON STOCK | 67 | 59.57 | 4.0K | 6,275 | D | ↗ |
| 2025-12-16 | COLE LOREN D | Officer | F-InKind | D | COMMON STOCK | 73 | 59.57 | 4.3K | 5,554 | D | ↗ |
| 2025-12-15 | Meisner Mary E | Officer | F-InKind | D | COMMON STOCK | 55 | 59.30 | 3.3K | 3,522 | D | ↗ |
| 2025-12-15 | Kenefick Jeffrey P. | Officer | F-InKind | D | COMMON STOCK | 106 | 59.30 | 6.3K | 10,441 | D | ↗ |
| 2025-12-15 | HAZELTON KIMBERLY A | Officer | F-InKind | D | COMMON STOCK | 106 | 59.30 | 6.3K | 7,470 | D | ↗ |
| 2025-12-15 | Fariello Daniel D | Officer | F-InKind | D | COMMON STOCK | 119 | 59.30 | 7.1K | 8,386 | D | ↗ |
| 2025-12-15 | Cosgrove Peter K | Officer | F-InKind | D | COMMON STOCK | 124 | 59.30 | 7.4K | 6,342 | D | ↗ |
| 2025-12-15 | COLE LOREN D | Officer | F-InKind | D | COMMON STOCK | 115 | 59.30 | 6.8K | 5,627 | D | ↗ |
| 2025-10-29 | STREETER JEFFREY B | Director | P-Purchase | A | COMMON STOCK | 2,184 | 51.92 | 113.4K | 32,726 | D | ↗ |
| 2025-10-28 | STREETER JEFFREY B | Director | P-Purchase | A | COMMON STOCK | 1,316 | 51.64 | 68.0K | 30,542 | D | ↗ |
| 2025-10-01 | Wirth Thomas W | Officer | F-InKind | D | COMMON STOCK | 1,396 | 52.75 | 73.6K | 3,259 | D | ↗ |
| 2025-08-05 | COLE LOREN D | Officer | P-Purchase | A | COMMON STOCK | 2,983 | 50.10 | 149.4K | 9,331 | I | ↗ |
| 2025-07-28 | STREETER JEFFREY B | Director | P-Purchase | A | COMMON STOCK | 2,612 | 52.60 | 137.4K | 29,202 | D | ↗ |
| 2025-07-25 | STREETER JEFFREY B | Director | P-Purchase | A | COMMON STOCK | 5,000 | 52.94 | 264.7K | 26,590 | D | ↗ |
| 2025-07-24 | STREETER JEFFREY B | Director | P-Purchase | A | COMMON STOCK | 4,103 | 52.91 | 217.1K | 21,590 | D | ↗ |
| 2025-07-23 | STREETER JEFFREY B | Director | P-Purchase | A | COMMON STOCK | 3,285 | 53.19 | 174.7K | 17,487 | D | ↗ |
| 2025-07-03 | McKim Dale M. III | Officer | F-InKind | D | COMMON STOCK | 187 | 50.42 | 9.4K | 5,402 | D | ↗ |
| 2025-06-24 | Cutrona Vincent M | Officer | F-InKind | D | COMMON STOCK | 97 | 47.50 | 4.6K | 2,435 | D | ↗ |
| 2025-02-19 | Tomson Anders | Director / Officer | A-Award | A | COMMON STOCK | 4,447 | 51.73 | 230.0K | 42,811 | D | ↗ |
| 2025-02-18 | Wirth Thomas W | Officer | A-Award | A | COMMON STOCK | 1,163 | 51.61 | 60.0K | 4,655 | D | ↗ |
| 2025-02-18 | Stempin John J | Officer | A-Award | A | COMMON STOCK | 146 | 51.61 | 7.5K | 380 | D | ↗ |
| 2025-02-18 | Meisner Mary E | Officer | A-Award | A | COMMON STOCK | 969 | 51.61 | 50.0K | 3,556 | D | ↗ |
| 2025-02-18 | McKim Dale M. III | Officer | A-Award | A | COMMON STOCK | 1,938 | 51.61 | 100.0K | 5,589 | D | ↗ |
| 2025-02-18 | Kenefick Jeffrey P. | Officer | A-Award | A | COMMON STOCK | 1,454 | 51.61 | 75.0K | 9,962 | D | ↗ |
| 2025-02-18 | HAZELTON KIMBERLY A | Officer | A-Award | A | COMMON STOCK | 1,260 | 51.61 | 65.0K | 7,576 | D | ↗ |
| 2025-02-18 | Fariello Daniel D | Officer | A-Award | A | COMMON STOCK | 1,405 | 51.61 | 72.5K | 8,505 | D | ↗ |
| 2025-02-18 | Cutrona Vincent M | Officer | A-Award | A | COMMON STOCK | 1,163 | 51.61 | 60.0K | 2,532 | D | ↗ |
| 2025-02-18 | Cosgrove Peter K | Officer | A-Award | A | COMMON STOCK | 1,454 | 51.61 | 75.0K | 6,466 | D | ↗ |
| 2025-02-18 | COLE LOREN D | Officer | A-Award | A | COMMON STOCK | 1,454 | 51.61 | 75.0K | 5,742 | D | ↗ |
| 2025-01-17 | Tomson Anders | Director / Officer | F-InKind | D | COMMON STOCK | 1,785 | 47.10 | 84.1K | 38,364 | D | ↗ |
| 2025-01-15 | Tyrrell Thomas R. | Director | A-Award | A | COMMON STOCK | 603 | 47.33 | 28.5K | 8,493 | D | ↗ |
| 2025-01-15 | Tranter G. Thomas Jr. | Director | A-Award | A | COMMON STOCK | 624 | 47.33 | 29.5K | 27,698 | D | ↗ |
| 2025-01-15 | STREETER JEFFREY B | Director | A-Award | A | COMMON STOCK | 592 | 47.33 | 28.0K | 14,136 | D | ↗ |
| 2025-01-15 | Meade Joseph F IV | Director | P-Purchase | A | COMMON STOCK | 592 | 47.33 | 28.0K | 3,710 | D | ↗ |
| 2025-01-15 | LOUNSBERRY STEPHEN M III | Director | A-Award | A | COMMON STOCK | 624 | 47.33 | 29.5K | 22,342 | D | ↗ |
| 2025-01-15 | Gonick Denise V | Director | A-Award | A | COMMON STOCK | 592 | 47.33 | 28.0K | 6,134 | D | ↗ |
| 2025-01-15 | Forrestel Richard E Jr | Director | A-Award | A | COMMON STOCK | 592 | 47.33 | 28.0K | 14,625 | D | ↗ |
| 2025-01-15 | DALRYMPLE ROBERT H | Director | A-Award | A | COMMON STOCK | 655 | 47.33 | 31.0K | 3,488 | D | ↗ |
| 2025-01-15 | DALRYMPLE DAVID J | Director | A-Award | A | COMMON STOCK | 867 | 47.33 | 41.0K | 24,903 | D | ↗ |
| 2025-01-15 | Bentley Ronald M | Director | A-Award | A | COMMON STOCK | 613 | 47.33 | 29.0K | 46,601 | D | ↗ |
| 2025-01-15 | BUICKO DAVID M | Director | A-Award | A | COMMON STOCK | 679 | 47.33 | 32.1K | 8,198 | D | ↗ |
| 2025-01-15 | Archibold Raimundo C. Jr | Director | A-Award | A | COMMON STOCK | 592 | 47.33 | 28.0K | 1,975 | D | ↗ |
| 2025-01-01 | Meisner Mary E | Officer | — | — | COMMON STOCK | 0 | 0.00 | — | 2,581 | D | ↗ |
| 2025-01-01 | Cutrona Vincent M | Officer | — | — | COMMON STOCK | 0 | 0.00 | — | 1,369 | D | ↗ |
| 2024-12-20 | Wirth Thomas W | Officer | F-InKind | D | COMMON STOCK | 101 | 50.05 | 5.1K | 3,492 | D | ↗ |
| 2024-12-20 | Stempin John J | Officer | F-InKind | D | COMMON STOCK | 8 | 50.05 | 400.40 | 234 | D | ↗ |
| 2024-12-20 | Kenefick Jeffrey P. | Officer | F-InKind | D | COMMON STOCK | 101 | 50.05 | 5.1K | 8,496 | D | ↗ |
| 2024-12-20 | HAZELTON KIMBERLY A | Officer | F-InKind | D | COMMON STOCK | 101 | 50.05 | 5.1K | 6,316 | D | ↗ |
| 2024-12-20 | Fariello Daniel D | Officer | F-InKind | D | COMMON STOCK | 113 | 50.05 | 5.7K | 7,100 | D | ↗ |
| 2024-12-20 | Cosgrove Peter K | Officer | F-InKind | D | COMMON STOCK | 117 | 50.05 | 5.9K | 5,012 | D | ↗ |
| 2024-12-20 | COLE LOREN D | Officer | F-InKind | D | COMMON STOCK | 109 | 50.05 | 5.5K | 4,288 | D | ↗ |
| 2024-12-19 | Wirth Thomas W | Officer | F-InKind | D | COMMON STOCK | 99 | 49.70 | 4.9K | 3,593 | D | ↗ |
| 2024-12-19 | Stempin John J | Officer | F-InKind | D | COMMON STOCK | 12 | 49.70 | 596.40 | 242 | D | ↗ |
| 2024-12-19 | McKim Dale M. III | Officer | F-InKind | D | COMMON STOCK | 95 | 49.70 | 4.7K | 3,651 | D | ↗ |
| 2024-12-19 | Kenefick Jeffrey P. | Officer | F-InKind | D | COMMON STOCK | 102 | 49.70 | 5.1K | 8,597 | D | ↗ |
| 2024-12-19 | HAZELTON KIMBERLY A | Officer | F-InKind | D | COMMON STOCK | 95 | 49.70 | 4.7K | 6,417 | D | ↗ |
| 2024-12-19 | Fariello Daniel D | Officer | F-InKind | D | COMMON STOCK | 102 | 49.70 | 5.1K | 7,213 | D | ↗ |
| 2024-12-19 | Cosgrove Peter K | Officer | F-InKind | D | COMMON STOCK | 106 | 49.70 | 5.3K | 5,129 | D | ↗ |
| 2024-12-19 | COLE LOREN D | Officer | F-InKind | D | COMMON STOCK | 110 | 49.70 | 5.5K | 4,397 | D | ↗ |
| 2024-12-18 | Wirth Thomas W | Officer | F-InKind | D | COMMON STOCK | 67 | 51.10 | 3.4K | 3,692 | D | ↗ |
| 2024-12-18 | Kenefick Jeffrey P. | Officer | F-InKind | D | COMMON STOCK | 24 | 51.10 | 1.2K | 8,699 | D | ↗ |
| 2024-12-18 | HAZELTON KIMBERLY A | Officer | F-InKind | D | COMMON STOCK | 64 | 51.10 | 3.3K | 6,512 | D | ↗ |
| 2024-12-18 | Fariello Daniel D | Officer | F-InKind | D | COMMON STOCK | 64 | 51.10 | 3.3K | 7,315 | D | ↗ |
| 2024-12-18 | Cosgrove Peter K | Officer | F-InKind | D | COMMON STOCK | 28 | 51.10 | 1.4K | 5,235 | D | ↗ |
| 2024-12-18 | COLE LOREN D | Officer | F-InKind | D | COMMON STOCK | 76 | 51.10 | 3.9K | 4,507 | D | ↗ |
| 2024-12-17 | Meisner Mary E | Officer | — | — | COMMON STOCK | 0 | 0.00 | — | 2,581 | D | ↗ |
| 2024-12-17 | Cutrona Vincent M | Officer | — | — | COMMON STOCK | 0 | 0.00 | — | 1,369 | D | ↗ |
| 2024-12-16 | Wirth Thomas W | Officer | F-InKind | D | COMMON STOCK | 61 | 54.09 | 3.3K | 3,759 | D | ↗ |
| 2024-12-16 | Kenefick Jeffrey P. | Officer | F-InKind | D | COMMON STOCK | 51 | 54.09 | 2.8K | 8,723 | D | ↗ |
| 2024-12-16 | HAZELTON KIMBERLY A | Officer | F-InKind | D | COMMON STOCK | 64 | 54.09 | 3.5K | 6,576 | D | ↗ |
| 2024-12-16 | Fariello Daniel D | Officer | F-InKind | D | COMMON STOCK | 71 | 54.09 | 3.8K | 7,379 | D | ↗ |
| 2024-12-16 | Cosgrove Peter K | Officer | F-InKind | D | COMMON STOCK | 67 | 54.09 | 3.6K | 5,263 | D | ↗ |
| 2024-12-16 | COLE LOREN D | Officer | F-InKind | D | COMMON STOCK | 73 | 54.09 | 3.9K | 4,583 | D | ↗ |
| 2024-12-13 | Wirth Thomas W | Officer | F-InKind | D | COMMON STOCK | 106 | 54.16 | 5.7K | 3,820 | D | ↗ |
| 2024-12-13 | Kenefick Jeffrey P. | Officer | F-InKind | D | COMMON STOCK | 106 | 54.16 | 5.7K | 8,774 | D | ↗ |
| 2024-12-13 | HAZELTON KIMBERLY A | Officer | F-InKind | D | COMMON STOCK | 106 | 54.16 | 5.7K | 6,640 | D | ↗ |
| 2024-12-13 | Fariello Daniel D | Officer | F-InKind | D | COMMON STOCK | 119 | 54.16 | 6.4K | 7,450 | D | ↗ |
| 2024-12-13 | Cosgrove Peter K | Officer | F-InKind | D | COMMON STOCK | 124 | 54.16 | 6.7K | 5,330 | D | ↗ |
| 2024-12-13 | COLE LOREN D | Officer | F-InKind | D | COMMON STOCK | 115 | 54.16 | 6.2K | 4,656 | D | ↗ |
| 2024-11-06 | COLE LOREN D | Officer | S-Sale | D | COMMON STOCK | 1,000 | 51.21 | 51.2K | 4,771 | D | ↗ |
| 2024-08-06 | Wirth Thomas W | Officer | S-Sale | D | COMMON STOCK | 764 | 44.40 | 33.9K | 3,926 | — | ↗ |
| 2024-08-06 | Tranter G. Thomas Jr. | Director | P-Purchase | A | COMMON STOCK | 500 | 44.00 | 22.0K | 27,074 | — | ↗ |
| 2024-07-03 | McKim Dale M. III | Officer | F-InKind | D | COMMON STOCK | 184 | 45.70 | 8.4K | 3,746 | — | ↗ |
| 2024-06-04 | Fariello Daniel D | Officer | P-Purchase | A | COMMON STOCK | 151 | 43.28 | 6.5K | 1,705 | — | ↗ |
| 2024-03-01 | Archibold Raimundo C. Jr | Director | S-Sale | D | COMMON STOCK | 425 | 42.22 | 17.9K | 1,383 | — | ↗ |
| 2024-02-20 | Meade Joseph F IV | Director | P-Purchase | A | COMMON STOCK | 84 | 43.50 | 3.7K | 3,087 | — | ↗ |
| 2024-01-18 | Tomson Anders | Director / Officer | F-InKind | D | COMMON STOCK | 1,650 | 48.12 | 79.4K | 39,791 | — | ↗ |
| 2024-01-17 | Tyrrell Thomas R. | Director | A-Award | A | COMMON STOCK | 603 | 48.11 | 29.0K | 7,749 | — | ↗ |
| 2024-01-17 | Tranter G. Thomas Jr. | Director | A-Award | A | COMMON STOCK | 614 | 48.11 | 29.5K | 26,574 | — | ↗ |
| 2024-01-17 | Tomson Anders | Director / Officer | A-Award | A | COMMON STOCK | 4,573 | 48.11 | 220.0K | 41,441 | — | ↗ |
| 2024-01-17 | STREETER JEFFREY B | Director | A-Award | A | COMMON STOCK | 582 | 48.11 | 28.0K | 13,484 | — | ↗ |
| 2024-01-17 | Meade Joseph F IV | Director | A-Award | A | COMMON STOCK | 582 | 48.11 | 28.0K | 3,087 | — | ↗ |
| 2024-01-17 | LOUNSBERRY STEPHEN M III | Director | A-Award | A | COMMON STOCK | 603 | 48.11 | 29.0K | 21,275 | — | ↗ |
| 2024-01-17 | Gonick Denise V | Director | A-Award | A | COMMON STOCK | 582 | 48.11 | 28.0K | 5,468 | — | ↗ |
| 2024-01-17 | Forrestel Richard E Jr | Director | A-Award | A | COMMON STOCK | 582 | 48.11 | 28.0K | 13,995 | — | ↗ |
| 2024-01-17 | DALRYMPLE ROBERT H | Director | A-Award | A | COMMON STOCK | 666 | 48.11 | 32.0K | 2,833 | — | ↗ |
| 2024-01-17 | DALRYMPLE DAVID J | Director | A-Award | A | COMMON STOCK | 848 | 48.11 | 40.8K | 23,416 | — | ↗ |
| 2024-01-17 | Bentley Ronald M | Director | A-Award | A | COMMON STOCK | 603 | 48.11 | 29.0K | 45,988 | — | ↗ |
| 2024-01-17 | BUICKO DAVID M | Director | A-Award | A | COMMON STOCK | 668 | 48.11 | 32.1K | 7,429 | — | ↗ |
| 2024-01-17 | Archibold Raimundo C. Jr | Director | A-Award | A | COMMON STOCK | 582 | 48.11 | 28.0K | 1,808 | — | ↗ |
| 2023-12-21 | Kenefick Jeffrey P. | Officer | F-InKind | D | COMMON STOCK | 33 | 49.05 | 1.6K | 7,556 | — | ↗ |
| 2023-12-20 | Wirth Thomas W | Officer | F-InKind | D | COMMON STOCK | 101 | 49.90 | 5.0K | 4,690 | — | ↗ |
| 2023-12-20 | Stempin John J | Officer | F-InKind | D | COMMON STOCK | 8 | 49.90 | 399.20 | 254 | — | ↗ |
| 2023-12-20 | Kenefick Jeffrey P. | Officer | F-InKind | D | COMMON STOCK | 101 | 49.90 | 5.0K | 8,883 | — | ↗ |
| 2023-12-20 | HAZELTON KIMBERLY A | Officer | F-InKind | D | COMMON STOCK | 101 | 49.90 | 5.0K | 6,746 | — | ↗ |
| 2023-12-20 | Fariello Daniel D | Officer | F-InKind | D | COMMON STOCK | 113 | 49.90 | 5.6K | 7,569 | — | ↗ |
| 2023-12-20 | Cosgrove Peter K | Officer | F-InKind | D | COMMON STOCK | 117 | 49.90 | 5.8K | 5,454 | — | ↗ |
| 2023-12-20 | COLE LOREN D | Officer | F-InKind | D | COMMON STOCK | 109 | 49.90 | 5.4K | 5,771 | — | ↗ |
| 2023-12-19 | Wirth Thomas W | Officer | F-InKind | D | COMMON STOCK | 91 | 49.05 | 4.5K | 3,414 | — | ↗ |
| 2023-12-19 | Stempin John J | Officer | A-Award | A | COMMON STOCK | 153 | 49.05 | 7.5K | 262 | — | ↗ |
| 2023-12-19 | McKim Dale M. III | Officer | A-Award | A | COMMON STOCK | 1,326 | 49.05 | 65.0K | 3,930 | — | ↗ |
| 2023-12-19 | Kenefick Jeffrey P. | Officer | A-Award | A | COMMON STOCK | 1,428 | 49.05 | 70.0K | 8,984 | — | ↗ |
| 2023-12-19 | HAZELTON KIMBERLY A | Officer | F-InKind | D | COMMON STOCK | 71 | 49.05 | 3.5K | 5,521 | — | ↗ |
| 2023-12-19 | Fariello Daniel D | Officer | F-InKind | D | COMMON STOCK | 71 | 49.05 | 3.5K | 6,254 | — | ↗ |
| 2023-12-19 | Cosgrove Peter K | Officer | A-Award | A | COMMON STOCK | 1,479 | 49.05 | 72.5K | 5,571 | — | ↗ |
| 2023-12-19 | COLE LOREN D | Officer | F-InKind | D | COMMON STOCK | 67 | 49.05 | 3.3K | 4,350 | — | ↗ |
| 2023-12-18 | Wirth Thomas W | Officer | F-InKind | D | COMMON STOCK | 67 | 49.00 | 3.3K | 3,505 | — | ↗ |
| 2023-12-18 | Kenefick Jeffrey P. | Officer | F-InKind | D | COMMON STOCK | 24 | 49.00 | 1.2K | 7,589 | — | ↗ |
| 2023-12-18 | HAZELTON KIMBERLY A | Officer | F-InKind | D | COMMON STOCK | 64 | 49.00 | 3.1K | 5,592 | — | ↗ |
| 2023-12-18 | Fariello Daniel D | Officer | F-InKind | D | COMMON STOCK | 64 | 49.00 | 3.1K | 6,325 | — | ↗ |
| 2023-12-18 | Cosgrove Peter K | Officer | F-InKind | D | COMMON STOCK | 28 | 49.00 | 1.4K | 4,092 | — | ↗ |
| 2023-12-18 | COLE LOREN D | Officer | F-InKind | D | COMMON STOCK | 76 | 49.00 | 3.7K | 4,417 | — | ↗ |
| 2023-12-15 | Wirth Thomas W | Officer | F-InKind | D | COMMON STOCK | 61 | 50.00 | 3.1K | 3,678 | — | ↗ |
| 2023-12-15 | Kenefick Jeffrey P. | Officer | F-InKind | D | COMMON STOCK | 51 | 50.00 | 2.6K | 7,719 | — | ↗ |
| 2023-12-15 | HAZELTON KIMBERLY A | Officer | F-InKind | D | COMMON STOCK | 64 | 50.00 | 3.2K | 5,762 | — | ↗ |
| 2023-12-15 | Fariello Daniel D | Officer | F-InKind | D | COMMON STOCK | 70 | 50.00 | 3.5K | 6,508 | — | ↗ |
| 2023-12-15 | Cosgrove Peter K | Officer | F-InKind | D | COMMON STOCK | 67 | 50.00 | 3.4K | 4,244 | — | ↗ |
| 2023-12-15 | COLE LOREN D | Officer | F-InKind | D | COMMON STOCK | 73 | 50.00 | 3.7K | 4,608 | — | ↗ |
| 2023-07-24 | Wirth Thomas W | Officer | S-Sale | D | COMMON STOCK | 907 | 40.86 | 37.1K | 3,739 | — | ↗ |
| 2023-07-03 | McKim Dale M. III | Officer | — | D | COMMON STOCK | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-05-24 | Kenefick Jeffrey P. | Officer | P-Purchase | A | COMMON STOCK | 817 | 34.76 | 28.4K | 1,767 | — | ↗ |
| 2023-05-11 | COLE LOREN D | Officer | P-Purchase | A | COMMON STOCK | 2,804 | 34.77 | 97.5K | 5,156 | — | ↗ |
| 2023-04-06 | Kenefick Jeffrey P. | Officer | F-InKind | D | COMMON STOCK | 36 | 48.58 | 1.7K | 7,770 | — | ↗ |
| 2023-03-07 | Meade Joseph F IV | Director | P-Purchase | A | COMMON STOCK | 810 | 49.50 | 40.1K | 2,421 | — | ↗ |
| 2023-02-06 | Tyrrell Thomas R. | Director | S-Sale | D | COMMON STOCK | 1,000 | 52.41 | 52.4K | 7,016 | — | ↗ |
| 2023-01-18 | Tyrrell Thomas R. | Director | A-Award | A | COMMON STOCK | 632 | 45.89 | 29.0K | 8,016 | — | ↗ |
| 2023-01-18 | Tranter G. Thomas Jr. | Director | A-Award | A | COMMON STOCK | 643 | 45.89 | 29.5K | 25,960 | — | ↗ |
| 2023-01-18 | Tomson Anders | Officer | A-Award | A | COMMON STOCK | 4,577 | 45.89 | 210.0K | 36,868 | — | ↗ |
| 2023-01-18 | STREETER JEFFREY B | Director | A-Award | A | COMMON STOCK | 611 | 45.89 | 28.0K | 13,451 | — | ↗ |
| 2023-01-18 | Meade Joseph F IV | Director | A-Award | A | COMMON STOCK | 611 | 45.89 | 28.0K | 1,611 | — | ↗ |
| 2023-01-18 | LOUNSBERRY STEPHEN M III | Director | A-Award | A | COMMON STOCK | 632 | 45.89 | 29.0K | 20,226 | — | ↗ |
| 2023-01-18 | Gonick Denise V | Director | A-Award | A | COMMON STOCK | 611 | 45.89 | 28.0K | 4,826 | — | ↗ |
| 2023-01-18 | Forrestel Richard E Jr | Director | A-Award | A | COMMON STOCK | 611 | 45.89 | 28.0K | 13,389 | — | ↗ |
| 2023-01-18 | DALRYMPLE ROBERT H | Director | A-Award | A | COMMON STOCK | 698 | 45.89 | 32.0K | 2,167 | — | ↗ |
| 2023-01-18 | DALRYMPLE DAVID J | Director | A-Award | A | COMMON STOCK | 888 | 45.89 | 40.8K | 21,943 | — | ↗ |
| 2023-01-18 | Bentley Ronald M | Director | A-Award | A | COMMON STOCK | 632 | 45.89 | 29.0K | 45,385 | — | ↗ |
| 2023-01-18 | BUICKO DAVID M | Director | A-Award | A | COMMON STOCK | 701 | 45.89 | 32.2K | 6,688 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Anders M. Tomson President and CEO | 720.3K | 250.0K | 230.0K | — | — | 216.8K | 1.42M | 16.23% | ↗ |
| 2 | 2025 | Dale M. McKim III Executive Vice President, CFO and Treasurer | 352.2K | 105.0K | 100.3K | — | — | 107.2K | 664.7K | 15.08% | ↗ |
| 3 | 2025 | Jeffrey P. Kenefick | 281.4K | 81.0K | 75.2K | — | — | 95.1K | 532.8K | 14.12% | ↗ |
| 4 | 2025 | Peter K. Cosgrove Executive Vice President and CCO | 280.3K | 75.0K | 75.2K | — | — | 101.0K | 531.5K | 14.15% | ↗ |
| 5 | 2025 | Daniel D. Fariello President, Capital Bank Division | 290.4K | 75.0K | 72.7K | — | — | 88.4K | 526.6K | 13.80% | ↗ |
| 6 | 2024 | Anders M. Tomson President and CEO | 710.4K | 230.0K | 220.0K | — | — | 203.7K | 1.36M | 16.13% | ↗ |
| 7 | 2024 | Anders M. Tomson President and CEO | 710.4K | 230.0K | 220.0K | — | — | 203.7K | 1.36M | 16.13% | ↗ |
| 8 | 2024 | Dale M. McKim III Executive Vice President, CFO and Treasurer | 340.2K | 100.0K | — | — | — | 113.3K | 553.5K | 0.00% | ↗ |
| 9 | 2024 | Dale M. McKim III Executive Vice President, CFO and Treasurer | 340.2K | 100.0K | — | — | — | 113.3K | 553.5K | 0.00% | ↗ |
| 10 | 2024 | Peter K. Cosgrove Executive Vice President and CCO | 281.3K | 75.0K | — | — | — | 96.6K | 452.8K | 0.00% | ↗ |
| 11 | 2024 | Peter K. Cosgrove Executive Vice President and CCO | 281.3K | 75.0K | — | — | — | 96.6K | 452.8K | 0.00% | ↗ |
| 12 | 2024 | Daniel D. Fariello President, Capital Bank Division | 280.6K | 72.5K | — | — | — | 87.6K | 440.7K | 0.00% | ↗ |
| 13 | 2024 | Daniel D. Fariello President, Capital Bank Division | 280.6K | 72.5K | — | — | — | 87.6K | 440.7K | 0.00% | ↗ |
| 14 | 2024 | Loren D. Cole Executive Vice President and CIO | 277.2K | 75.0K | — | — | — | 86.7K | 438.9K | 0.00% | ↗ |
| 15 | 2023 | Anders M. Tomson President & CEO | 655.4K | 220.0K | 210.0K | — | — | 197.7K | 1.28M | 16.37% | ↗ |
| 16 | 2023 | Anders M. Tomson President and CEO | 655.4K | 220.0K | 210.0K | — | — | 197.7K | 1.28M | 16.37% | ↗ |
| 17 | 2023 | Peter K. Cosgrove Executive Vice President, CCO and CRO | 260.4K | 72.5K | 72.5K | — | — | 91.7K | 497.2K | 14.59% | ↗ |
| 18 | 2023 | Peter K. Cosgrove Executive Vice President and CCO | 260.4K | 72.5K | 72.5K | — | — | 91.7K | 497.2K | 14.59% | ↗ |
| 19 | 2023 | Peter K. Cosgrove Executive Vice President and CCO | 260.4K | 72.5K | 72.5K | — | — | 91.7K | 497.2K | 14.59% | ↗ |
| 20 | 2023 | Loren D. Cole Executive Vice President and CIO | 254.2K | 75.0K | 75.0K | — | — | 81.6K | 485.8K | 15.45% | ↗ |
| 21 | 2023 | Daniel D. Fariello President, Capital Bank Division | 257.3K | 70.0K | 70.0K | — | — | 80.0K | 477.4K | 14.67% | ↗ |
| 22 | 2023 | Daniel D. Fariello President, Capital Bank Division | 257.3K | 70.0K | 70.0K | — | — | 80.0K | 477.4K | 14.67% | ↗ |
| 23 | 2023 | Dale M. McKim III Executive Vice President CFO and Treasurer | 136.9K | 65.0K | 165.1K | — | — | 53.4K | 420.3K | 39.27% | ↗ |
| 24 | 2023 | Dale M. McKim III Executive Vice President, CFO and Treasurer | 136.9K | 65.0K | 165.1K | — | — | 53.4K | 420.3K | 39.27% | ↗ |
| 25 | 2023 | Dale M. McKim III Executive Vice President, CFO and Treasurer | 136.9K | 65.0K | 165.1K | — | — | 53.4K | 420.3K | 39.27% | ↗ |
| 26 | 2023 | Karl F. Krebs Former Executive Vice President, CFO and Treasurer | 195.4K | 104.0K | — | — | — | 67.9K | 367.4K | 0.00% | ↗ |
| 27 | 2022 | Anders M. Tomson President and CEO | 600.0K | 210.0K | 181.5K | — | — | 185.4K | 1.18M | 15.42% | ↗ |
| 28 | 2022 | Anders M. Tomson President & CEO | 600.0K | 210.0K | 181.5K | — | — | 185.4K | 1.18M | 15.42% | ↗ |
| 29 | 2022 | Karl F. Krebs Executive Vice President, CFO and Treasurer | 276.5K | 82.5K | 82.5K | — | — | 83.2K | 524.8K | 15.73% | ↗ |
| 30 | 2022 | Karl F. Krebs Former Executive Vice President, CFO and Treasurer | 276.5K | 82.5K | 82.5K | — | — | 83.2K | 524.8K | 15.73% | ↗ |
| 31 | 2022 | Peter K. Cosgrove Executive Vice President and CCO | 248.0K | 75.0K | 75.0K | — | — | 86.2K | 484.2K | 15.49% | ↗ |
| 32 | 2022 | Peter K. Cosgrove Executive Vice President, CCO and CRO | 248.0K | 75.0K | 75.0K | — | — | 86.2K | 484.2K | 15.49% | ↗ |
| 33 | 2022 | Daniel D. Fariello President, Capital Bank Division | 245.1K | 72.5K | 72.5K | — | — | 71.6K | 461.7K | 15.71% | ↗ |
| 34 | 2022 | Loren D. Cole Executive Vice President and CIO | 236.5K | 70.0K | 70.0K | — | — | 77.4K | 453.9K | 15.43% | ↗ |
| 35 | 2021 | Anders M. Tomson President & CEO | 518.0K | 181.5K | 157.5K | — | — | 159.1K | 1.02M | 15.50% | ↗ |
| 36 | 2021 | Karl F. Krebs Former Executive Vice President, CFO and Treasurer | 268.8K | 88.0K | 88.0K | — | — | 82.4K | 527.2K | 16.70% | ↗ |
| 37 | 2021 | Karl F. Krebs Executive Vice President, CFO and Treasurer | 268.8K | 88.0K | 88.0K | — | — | 82.4K | 527.2K | 16.70% | ↗ |
| 38 | 2021 | Peter K. Cosgrove Executive Vice President, CCO and CRO | 238.9K | 79.8K | 79.8K | — | — | 81.7K | 480.1K | 16.62% | ↗ |
| 39 | 2021 | Daniel D. Fariello President, Capital Bank Division | 236.0K | 77.0K | 77.0K | — | — | 70.5K | 460.6K | 16.72% | ↗ |
| 40 | 2021 | Loren D. Cole Executive Vice President and CIO | 227.7K | 74.3K | 74.3K | — | — | 71.0K | 447.2K | 16.61% | ↗ |
| 41 | 2020 | Anders M. Tomson President & CEO | 480.0K | 157.5K | 125.1K | — | — | 151.2K | 902.7K | 13.85% | ↗ |
| 42 | 2020 | Louis C. DiFabio Executive Vice President Lending Services | 515.8K | — | — | — | — | 105.7K | 515.8K | 0.00% | ↗ |
| 43 | 2020 | Karl F. Krebs Executive Vice President, CFO and Treasurer | 256.2K | 108.5K | 46.5K | — | — | 83.3K | 494.5K | 9.41% | ↗ |
| 44 | 2020 | Peter K. Cosgrove Executive Vice President, CCO and CRO | 232.0K | 77.0K | 33.0K | — | — | 76.9K | 418.9K | 7.89% | ↗ |
| 45 | 2020 | Loren D. Cole Executive Vice President and CIO | 216.5K | 84.0K | 36.0K | — | — | 69.2K | 405.8K | 8.88% | ↗ |
| 46 | 2020 | Daniel D. Fariello President, Capital Bank Division | 219.8K | 80.5K | 34.5K | — | — | 66.2K | 401.1K | 8.60% | ↗ |
| 47 | 2019 | Anders M. Tomson President & CEO | 460.0K | 125.0K | 115.6K | — | — | 162.8K | 863.5K | 13.39% | ↗ |
| 48 | 2019 | Anders M.Tomson President & Chief Executive Officer | 854.9K | — | — | — | — | — | 854.9K | 0.00% | ↗ |
| 49 | 2019 | Louis C. DiFabio Executive Vice President Lending Services | 485.3K | — | — | — | — | 121.4K | 485.3K | 0.00% | ↗ |
| 50 | 2019 | Louis C. DiFabio Executive Vice President Business Client Services | 483.8K | — | — | — | — | 121.4K | 483.8K | 0.00% | ↗ |
| 51 | 2019 | Karl F. Krebs Executive Vice President, CFO and Treasurer | 235.5K | 62.5K | 67.5K | — | — | 89.4K | 455.0K | 14.84% | ↗ |
| 52 | 2019 | Karl F. Krebs Executive Vice President, Chief Financial Officer, and Treasurer | 450.4K | — | — | — | — | — | 450.4K | 0.00% | ↗ |
| 53 | 2019 | Karen R. Makowski Executive Vice President & Chief Risk Officer | 374.6K | — | — | — | — | — | 374.6K | 0.00% | ↗ |
| 54 | 2019 | Loren D. Cole Executive Vice President & Chief Information Officer | 346.4K | — | — | — | — | — | 346.4K | 0.00% | ↗ |
| 55 | 2019 | Loren D. Cole Executive Vice President and CIO | 196.3K | 42.5K | 47.5K | — | — | 60.1K | 346.3K | 13.71% | ↗ |
| 56 | 2019 | Daniel D. Fariello President, Capital Bank Division | 195.7K | 35.0K | 40.0K | — | — | 71.1K | 341.8K | 11.70% | ↗ |
| 57 | 2019 | Peter K. Cosgrove Executive Vice President, CCO and CRO | 78.1K | 15.0K | 17.5K | — | — | 18.8K | 129.5K | 13.52% | ↗ |
| 58 | 2018 | Anders M.Tomson President & Chief Executive Officer | 802.0K | — | — | — | — | — | 802.0K | 0.00% | ↗ |
| 59 | 2018 | Anders M. Tomson President & CEO | 802.0K | — | — | — | — | — | 802.0K | 0.00% | ↗ |
| 60 | 2018 | Karl F. Krebs Executive Vice President, Chief Financial Officer, and Treasurer | 439.8K | — | — | — | — | — | 439.8K | 0.00% | ↗ |
| 61 | 2018 | Karl F. Krebs Executive Vice President, CFO and Treasurer | 439.8K | — | — | — | — | — | 439.8K | 0.00% | ↗ |
| 62 | 2018 | Karen R. Makowski Executive Vice President & Chief Risk Officer | 383.3K | — | — | — | — | — | 383.3K | 0.00% | ↗ |
| 63 | 2018 | Daniel D. Fariello President, Capital Bank Division | 341.1K | — | — | — | — | — | 341.1K | 0.00% | ↗ |
| 64 | 2018 | Louis C. DiFabio Executive Vice President Lending Services | 338.6K | — | — | — | — | — | 338.6K | 0.00% | ↗ |
| 65 | 2018 | Louis C. DiFabio Executive Vice President Business Client Services | 338.6K | — | — | — | — | — | 338.6K | 0.00% | ↗ |
| 66 | 2018 | Thomas W. Wirth Executive Vice President | 315.3K | — | — | — | — | — | 315.3K | 0.00% | ↗ |
| 67 | 2018 | Loren D. Cole Executive Vice President and CIO | 269.0K | — | — | — | — | — | 269.0K | 0.00% | ↗ |
| 68 | 2018 | Loren D. Cole Executive Vice President & Chief Information Officer | 269.0K | — | — | — | — | — | 269.0K | 0.00% | ↗ |
| 69 | 2017 | Anders M.Tomson President Chief Executive Officer | 375.0K | 100.7K | 108.7K | — | — | 153.7K | 738.1K | 14.73% | ↗ |
| 70 | 2017 | Anders M.Tomson President & Chief Executive Officer | 731.9K | — | — | — | — | — | 731.9K | 0.00% | ↗ |
| 71 | 2017 | Karl F. Krebs Executive Vice President, Chief Financial Officer, and Treasurer | 437.8K | — | — | — | — | — | 437.8K | 0.00% | ↗ |
| 72 | 2017 | Louis C. DiFabio Executive Vice President Business Client Services | 410.1K | — | — | — | — | 47.8K | 410.1K | 0.00% | ↗ |
| 73 | 2017 | Karen R. Makowski Executive Vice President Chief Risk Officer | 201.1K | 52.8K | 57.1K | — | — | 79.2K | 390.2K | 14.64% | ↗ |
| 74 | 2017 | Thomas W. Wirth Executive Vice President | 385.3K | — | — | — | — | 49.6K | 385.3K | 0.00% | ↗ |
| 75 | 2017 | Karen R. Makowski Executive Vice President & Chief Risk Officer | 384.1K | — | — | — | — | — | 384.1K | 0.00% | ↗ |
| 76 | 2017 | Louis C. DiFabio Executive Vice President | 180.8K | 52.7K | 51.7K | — | — | 77.1K | 362.3K | 14.26% | ↗ |
| 77 | 2017 | Daniel D. Fariello President, Capital Bank Division | 259.5K | — | — | — | — | — | 259.5K | 0.00% | ↗ |
| 78 | 2016 | Ronald M. Bentley CEO | 1.07M | — | — | — | — | 178.4K | 1.07M | 0.00% | ↗ |
| 79 | 2016 | Anders M.Tomson President & Chief Executive Officer | 609.0K | — | — | — | — | — | 609.0K | 0.00% | ↗ |
| 80 | 2016 | Anders M.Tomson President & CEO | 603.8K | — | — | — | — | — | 603.8K | 0.00% | ↗ |
| 81 | 2016 | Anders M.Tomson President Chief Executive Officer | 326.9K | 60.0K | 60.1K | — | — | 114.3K | 561.3K | 10.70% | ↗ |
| 82 | 2016 | Karl F. Krebs Executive Vice President, Chief Financial Officer, and Treasurer | 390.8K | — | — | — | — | — | 390.8K | 0.00% | ↗ |
| 83 | 2016 | Louis C. DiFabio Executive Vice President | 175.2K | 50.0K | 38.7K | — | — | 25.9K | 376.7K | 10.27% | ↗ |
| 84 | 2016 | Karen R. Makowski Executive Vice President Chief Risk Officer | 195.3K | 45.0K | 38.7K | — | — | 66.0K | 345.0K | 11.22% | ↗ |
| 85 | 2016 | Karen R. Makowski Executive Vice President & Chief Risk Officer | 345.0K | — | — | — | — | — | 345.0K | 0.00% | ↗ |
| 86 | 2016 | Thomas W. Wirth Executive Vice President | 316.2K | — | — | — | — | 77.6K | 316.2K | 0.00% | ↗ |
| 87 | 2015 | Ronald M. Bentley President & CEO | 1.79M | — | — | — | — | 105.4K | 1.79M | 0.00% | ↗ |
| 88 | 2015 | Ronald M. Bentley CEO | 948.9K | — | — | — | — | 105.4K | 948.9K | 0.00% | ↗ |
| 89 | 2015 | Anders M. Tomson President & COO | 919.8K | — | — | — | — | — | 919.8K | 0.00% | ↗ |
| 90 | 2015 | Karl F. Krebs Executive Vice President, Chief Financial Officer and Treasurer | 675.7K | — | — | — | — | — | 675.7K | 0.00% | ↗ |
| 91 | 2015 | Richard G. Carr Executive Vice President | 638.5K | — | — | — | — | 70.7K | 638.5K | 0.00% | ↗ |
| 92 | 2015 | Karen R. Makowski Executive Vice President, Chief Administrative & Risk Officer | 623.4K | — | — | — | — | — | 623.4K | 0.00% | ↗ |
| 93 | 2015 | Melinda A. Sartori Executive Vice President | 550.4K | — | — | — | — | 29.6K | 550.4K | 0.00% | ↗ |
| 94 | 2015 | Anders M.Tomson President & CEO | 489.9K | — | — | — | — | — | 489.9K | 0.00% | ↗ |
| 95 | 2015 | Anders M.Tomson President Chief Executive Officer | 276.0K | — | — | — | — | 93.9K | 369.9K | 0.00% | ↗ |
| 96 | 2015 | Karl F. Krebs Executive Vice President, Chief Financial Officer, and Treasurer | 206.2K | 45.0K | 34.7K | — | — | 69.1K | 355.1K | 9.77% | ↗ |
| 97 | 2015 | Karen R. Makowski Executive Vice President Chief Risk Officer | 189.6K | 45.0K | 41.0K | — | — | 62.1K | 337.6K | 12.13% | ↗ |
| 98 | 2015 | Karen R. Makowski Executive Vice President & Chief Risk Officer | 326.7K | — | — | — | — | — | 326.7K | 0.00% | ↗ |
| 99 | 2014 | Ronald M. Bentley President & Chief Executive Officer | 1.79M | — | — | — | — | 303.6K | 1.79M | 0.00% | ↗ |
| 100 | 2014 | Ronald M. Bentley President & CEO | 1.71M | — | — | — | — | 303.6K | 1.71M | 0.00% | ↗ |
| 101 | 2014 | Ronald M. Bentley CEO | 1.07M | — | — | — | — | 303.6K | 1.07M | 0.00% | ↗ |
| 102 | 2014 | Karl F. Krebs Executive Vice President, Chief Financial Officer and Treasurer | 798.2K | — | — | — | — | — | 798.2K | 0.00% | ↗ |
| 103 | 2014 | Anders M. Tomson President & COO | 761.9K | — | — | — | — | — | 761.9K | 0.00% | ↗ |
| 104 | 2014 | Anders M. Tomson President, Capital Bank Division | 761.9K | — | — | — | — | — | 761.9K | 0.00% | ↗ |
| 105 | 2014 | Melinda A. Sartori Executive Vice President | 664.4K | — | — | — | — | 155.7K | 664.4K | 0.00% | ↗ |
| 106 | 2014 | Richard G. Carr Executive Vice President | 650.5K | — | — | — | — | 136.8K | 650.5K | 0.00% | ↗ |
| 107 | 2014 | Karen R. Makowski Executive Vice President, Chief Administrative & Risk Officer | 616.3K | — | — | — | — | — | 616.3K | 0.00% | ↗ |
| 108 | 2014 | Anders M.Tomson President & CEO | 381.0K | — | — | — | — | — | 381.0K | 0.00% | ↗ |
| 109 | 2014 | Karl F. Krebs Executive Vice President, Chief Financial Officer, and Treasurer | 345.1K | — | — | — | — | — | 345.1K | 0.00% | ↗ |
| 110 | 2014 | Karen R. Makowski Executive Vice President & Chief Risk Officer | 323.2K | — | — | — | — | — | 323.2K | 0.00% | ↗ |
| 111 | 2013 | Ronald M. Bentley President & CEO | 1.69M | — | — | — | — | 69.3K | 1.69M | 0.00% | ↗ |
| 112 | 2013 | Ronald M. Bentley President & Chief Executive Officer | 1.56M | — | — | — | — | 69.3K | 1.56M | 0.00% | ↗ |
| 113 | 2013 | Anders M. Tomson President, Capital Bank Division | 719.3K | — | — | — | — | — | 719.3K | 0.00% | ↗ |
| 114 | 2013 | Anders M. Tomson President & COO | 719.3K | — | — | — | — | — | 719.3K | 0.00% | ↗ |
| 115 | 2013 | Karen R. Makowski Executive Vice President, Chief Administrative & Risk Officer | 584.5K | — | — | — | — | — | 584.5K | 0.00% | ↗ |
| 116 | 2013 | Richard G. Carr Executive Vice President | 529.8K | — | — | — | — | 37.5K | 529.8K | 0.00% | ↗ |
| 117 | 2013 | Melinda A. Sartori Executive Vice President | 520.7K | — | — | — | — | 9.6K | 520.7K | 0.00% | ↗ |
| 118 | 2013 | Mark A. Severson Executive Vice President, Chief Financial Officer & Treasurer | 358.9K | — | — | — | — | — | 358.9K | 0.00% | ↗ |
| 119 | 2013 | Karl F. Krebs Executive Vice President, Chief Financial Officer and Treasurer | 90.6K | — | — | — | — | — | 90.6K | 0.00% | ↗ |
| 120 | 2013 | John R. Battersby Jr. Interim Executive Vice President & Chief Financial Officer | 26.2K | — | — | — | — | — | 26.2K | 0.00% | ↗ |
| 121 | 2012 | Ronald M. Bentley President & Chief Executive Officer | 1.25M | — | — | — | — | 127.7K | 1.25M | 0.00% | ↗ |
| 122 | 2012 | John R. Battersby Jr. Interim Executive Vice President & Chief Financial Officer | 797.2K | — | — | — | — | 171.2K | 797.2K | 0.00% | ↗ |
| 123 | 2012 | Anders M. Tomson President, Capital Bank Division | 499.2K | — | — | — | — | — | 499.2K | 0.00% | ↗ |
| 124 | 2012 | Mark A. Severson Executive Vice President, Chief Financial Officer & Treasurer | 436.8K | — | — | — | — | — | 436.8K | 0.00% | ↗ |
| 125 | 2012 | Karen R. Makowski Executive Vice President, Chief Administrative & Risk Officer | 414.7K | — | — | — | — | — | 414.7K | 0.00% | ↗ |
| 126 | 2012 | Melinda A. Sartori Executive Vice President | 394.2K | — | — | — | — | 83.9K | 394.2K | 0.00% | ↗ |
| 127 | 2011 | Ronald M. Bentley President & Chief Executive Officer | 1.36M | — | — | — | — | 88.9K | 1.36M | 0.00% | ↗ |
| 128 | 2011 | John R. Battersby Jr. Executive Vice President CFO & Treasurer | 581.1K | — | — | — | — | 113.8K | 581.1K | 0.00% | ↗ |
| 129 | 2011 | John R. Battersby Jr. Interim Executive Vice President & Chief Financial Officer | 573.6K | — | — | — | — | 113.8K | 573.6K | 0.00% | ↗ |
| 130 | 2011 | Melinda A. Sartori Executive Vice President | 502.8K | — | — | — | — | 70.0K | 502.8K | 0.00% | ↗ |
| 131 | 2011 | Richard G. Carr Executive Vice President | 488.2K | — | — | — | — | 58.2K | 488.2K | 0.00% | ↗ |
| 132 | 2011 | Anders M. Tomson President, Capital Bank Division | 449.7K | — | — | — | — | — | 449.7K | 0.00% | ↗ |
| 133 | 2011 | John R. Battersby Jr. Executive Vice President | 159.8K | 35.0K | 15.0K | — | — | 133.9K | 343.7K | 4.36% | ↗ |
| 134 | 2011 | Karen R. Makowski Executive Vice President, Chief Administrative & Risk Officer | 85.7K | — | — | — | — | — | 85.7K | 0.00% | ↗ |
| 135 | 2010 | Ronald M. Bentley President & Chief Executive Officer | 376.1K | 95.0K | 71.5K | — | 18.9K | 85.8K | 647.2K | 11.05% | ↗ |
| 136 | 2010 | John R. Battersby Jr. Executive Vice President CFO & Treasurer | 517.1K | — | — | — | — | 83.8K | 517.1K | 0.00% | ↗ |
| 137 | 2010 | James E. Corey III Executive Vice President | 515.3K | — | — | — | — | 99.5K | 515.3K | 0.00% | ↗ |
| 138 | 2010 | Richard G. Carr Senior Vice President | 437.5K | — | — | — | — | 39.4K | 437.5K | 0.00% | ↗ |
| 139 | 2010 | Richard G. Carr Executive Vice President | 416.3K | — | — | — | — | 39.4K | 416.3K | 0.00% | ↗ |
| 140 | 2010 | Melinda A. Sartori Executive Vice President | 149.2K | 25.0K | 15.0K | — | — | 67.9K | 257.1K | 5.83% | ↗ |
| 141 | 2010 | John R. Battersby Jr. Executive Vice President | 154.3K | 35.0K | 20.0K | — | — | 101.1K | 31.0K | 64.43% | ↗ |
| 142 | 2009 | Ronald M. Bentley President & Chief Executive Officer | 1.10M | — | — | — | — | 41.8K | 1.10M | 0.00% | ↗ |
| 143 | 2009 | John R. Battersby Jr. Executive Vice President CFO & Treasurer | 463.1K | — | — | — | — | 42.6K | 463.1K | 0.00% | ↗ |
| 144 | 2009 | James E. Corey III Executive Vice President | 438.1K | — | — | — | — | 52.4K | 438.1K | 0.00% | ↗ |
| 145 | 2009 | Melinda A. Sartori Executive Vice President | 406.7K | — | — | — | — | 18.4K | 406.7K | 0.00% | ↗ |
| 146 | 2009 | Richard G. Carr Executive Vice President | 379.5K | — | — | — | — | 19.7K | 379.5K | 0.00% | ↗ |
| 147 | 2009 | Richard G. Carr Senior Vice President | 364.5K | — | — | — | — | 19.7K | 364.5K | 0.00% | ↗ |
| 148 | 2009 | John R. Battersby Jr. Executive Vice President, CFO & Treasurer | 149.8K | 30.0K | — | — | 7.5K | 59.4K | 246.6K | 0.00% | ↗ |
| 149 | 2008 | Ronald M. Bentley President & Chief Executive Officer | 1.05M | — | — | — | — | 43.8K | 1.05M | 0.00% | ↗ |
| 150 | 2008 | James E. Corey III Executive Vice President | 479.7K | — | — | — | — | 98.7K | 479.7K | 0.00% | ↗ |
| 151 | 2008 | John R. Battersby Jr. Executive Vice President CFO & Treasurer | 399.9K | — | — | — | — | 68.8K | 399.9K | 0.00% | ↗ |
| 152 | 2008 | Melinda A. Sartori Executive Vice President | 393.9K | — | — | — | — | 31.8K | 393.9K | 0.00% | ↗ |
| 153 | 2008 | John R. Battersby Jr. Executive Vice President, CFO & Treasurer | 142.9K | 30.0K | — | — | 7.1K | 85.7K | 265.7K | 0.00% | ↗ |
| 154 | 2008 | Thomas W. Wirth Senior Vice President | 120.1K | 15.0K | — | — | 9.4K | 34.5K | 179.0K | 0.00% | ↗ |
| 155 | 2007 | Ronald M. Bentley President & Chief Executive Officer | 291.5K | 75.0K | 81.2K | — | 14.6K | 38.2K | 500.5K | 16.23% | ↗ |
| 156 | 2007 | James E. Corey III Executive Vice President | 157.0K | 10.0K | — | — | 7.8K | 59.2K | 234.0K | 0.00% | ↗ |
| 157 | 2007 | John R. Battersby Jr. Executive Vice President, CFO & Treasurer | 132.7K | 20.0K | — | — | 6.6K | 50.8K | 210.1K | 0.00% | ↗ |
| 158 | 2007 | Melinda A. Sartori Executive Vice President | 131.1K | 20.0K | — | — | 6.6K | 26.5K | 184.1K | 0.00% | ↗ |
| 159 | 2006 | Jan P. Updegraff Chief Executive Officer | 896.6K | — | — | — | — | 146.0K | 896.6K | 0.00% | ↗ |
| 160 | 2006 | Thomas C. Karski Executive Vice President | 335.9K | — | — | — | — | 57.6K | 335.9K | 0.00% | ↗ |
| 161 | 2006 | Ronald M. Bentley President & Chief Operating Officer | 290.6K | — | — | — | — | — | 290.6K | 0.00% | ↗ |
| 162 | 2006 | John R. Battersby, Jr. Executive Vice President, CFO & Treasurer | 274.8K | — | — | — | — | 24.1K | 274.8K | 0.00% | ↗ |
| 163 | 2006 | James E. Corey III Executive Vice President | 151.9K | — | — | — | 3.8K | 46.0K | 201.8K | 0.00% | ↗ |
| 164 | 2006 | John R. Battersby Jr. Executive Vice President, CFO & Treasurer | 118.8K | — | — | — | 3.0K | 27.6K | 149.4K | 0.00% | ↗ |
| 165 | 2006 | Ronald M. Bentley President & Chief Executive Officer | 96.2K | — | 33.0K | — | 2.4K | 13.8K | 145.3K | 22.71% | ↗ |
| 166 | 2006 | Melinda A. Sartori Executive Vice President | 121.2K | — | — | — | 3.0K | 18.3K | 142.5K | 0.00% | ↗ |
| 167 | 2002 | Jan P. Updegraff President and Chief Executive Officer of The Corporation and The Bank | 275.0K | — | — | — | — | 8.8K | 283.8K | 0.00% | ↗ |
| 168 | 2002 | James E. Corey Vice President of the Corporation and Executive Vice President of the Bank | 120.2K | — | — | — | — | 6.6K | 126.8K | 0.00% | ↗ |
| 169 | 2002 | Jerome F. Denton Vice President of the Corporation and Executive Vice President of the Bank | 109.7K | — | — | — | — | 6.4K | 116.1K | 0.00% | ↗ |
| 170 | 2001 | Jan P. Updegraff President and Chief Executive Officer of the Corporation and the Bank | 251.0K | 33.4K | — | — | — | 10.2K | 294.6K | 0.00% | ↗ |
| 171 | 2001 | Jan P. Updegraff President and Chief Executive Officer of The Corporation and The Bank | 251.0K | 33.4K | — | — | — | 10.2K | 294.6K | 0.00% | ↗ |
| 172 | 2001 | James E. Corey III Vice President of the Corporation and Executive Vice President of the Bank | 113.4K | 55.0K | — | — | — | 8.5K | 176.9K | 0.00% | ↗ |
| 173 | 2001 | James E. Corey Vice President of the Corporation and Executive Vice President of the Bank | 113.4K | 10.0K | — | — | — | 8.5K | 131.9K | 0.00% | ↗ |
| 174 | 2001 | Jerome F. Denton Vice President of the Corporation and Executive Vice President of the Bank | 104.9K | 8.5K | — | — | — | 8.1K | 121.5K | 0.00% | ↗ |
| 175 | 2000 | Jan P. Updegraff President and Chief Executive Officer of The Corporation and The Bank | 226.9K | 40.0K | — | — | — | 10.5K | 277.4K | 0.00% | ↗ |
| 176 | 2000 | Jan P. Updegraff President and Chief Executive Officer of the Corporation and the Bank | 226.9K | 2.00 | — | — | — | 10.5K | 237.4K | 0.00% | ↗ |
| 177 | 2000 | James E. Corey Vice President of the Corporation and Executive Vice President of the Bank | 104.9K | 14.5K | — | — | — | 8.5K | 127.9K | 0.00% | ↗ |
| 178 | 2000 | James E. Corey III Vice President of the Corporation and Executive Vice President of the Bank | 104.9K | 10.0K | — | — | — | 8.5K | 123.4K | 0.00% | ↗ |
| 179 | 2000 | Jerome F. Denton Vice President of the Corporation and Executive Vice President of the Bank | 96.9K | 12.5K | — | — | — | 8.3K | 117.6K | 0.00% | ↗ |
| 180 | 1999 | Jan P. Updegraff President and Chief Executive Officer of the Corporation and the Bank | 192.7K | 40.0K | — | — | — | 10.0K | 242.7K | 0.00% | ↗ |
| 181 | 1999 | James E. Corey III Vice President of the Corporation and Executive Vice President of the Bank | 97.1K | 14.5K | — | — | — | 7.9K | 119.5K | 0.00% | ↗ |
| 182 | 1999 | Jerome F. Denton Vice President of the Corporation and Executive Vice President of the Bank | 89.6K | 12.5K | — | — | — | 7.7K | 109.9K | 0.00% | ↗ |
| 183 | 1998 | Jan P. Updegraff President and Chief Executive Officer of the Corporation and the Bank | 175.6K | 50.5K | — | — | — | — | 226.1K | 0.00% | ↗ |
| 184 | 1998 | James E. Corey III Vice President of the Corporation and Executive Vice President of the Bank | 91.2K | 20.1K | — | — | — | — | 111.3K | 0.00% | ↗ |
| 185 | 1998 | Jerome F. Denton Vice President of the Corporation and Executive Vice President of the Bank | 81.3K | 18.4K | — | — | — | — | 99.7K | 0.00% | ↗ |
| 186 | 1997 | Jan P. Updegraff President and Chief Executive Officer of the Corporation and the Bank | 128.8K | 28.5K | — | — | — | — | 157.3K | 0.00% | ↗ |
| 187 | 1997 | James E. Corey III Vice President of the Corporation and Executive Vice President of the Bank | 85.5K | 18.7K | — | — | — | — | 104.1K | 0.00% | ↗ |
| 188 | 1997 | Jerome F. Denton Vice President of the Corporation and Executive Vice President of the Bank | 72.9K | 15.8K | — | — | — | — | 88.7K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Anders Tomson | President, Chief Executive Officer & Director | 1M | male |
| Dale McKim | Executive Vice President, Chief Financial Officer & Treasurer | 564.4K | male |
| Jeffrey Patrick Kenefick | Executive VP, President of Chemung Canal Division & Interim Head of Wealth Management Group | 457.5K | male |
| Peter K. Cosgrove | Executive VP & Chief Credit Officer | 456.3K | male |
| Daniel D. Fariello | Executive VP of the Bank & President of Capital Bank | 453.9K | male |
| Loren Dale Cole | Executive Vice President & Chief Information Officer | 438.9K | male |
| Joseph J. Tascone | Senior Vice President of WMG Investment Services | 109.4K | male |
| Mark Lasch | Senior Vice President of WMG Investment Services | 109.4K | male |
| Thomas J. Whitaker | Senior Vice President of Finance | — | male |
| Tyler Wilson | Vice President of Compliance | — | — |
| Catherine Beth Crandall CFP® CTFA | Senior Vice President of WMG Estate Administration | — | female |
| Kathleen S. McKillip | Senior VP & Corporate Secretary | — | female |
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No House trading activity found for this company.
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Community Opinion for CHMG
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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