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Columbia Financial, Inc. (CLBK)

USD21.82 +0.44 (+2.03%)
US NASDAQ Financial Services Banks - Regional
Address 19-01 Route 208 North 7410
Fair Lawn, NJ, US
CEO Thomas J. Kemly
IPO 2018-04-23
CIK 1723596 ISIN US1976411033

Explore sections of this company profile

Description

Columbia Financial, Inc. operates as a bank holding company, delivering a comprehensive array of financial solutions to both corporate clients and individual consumers, primarily within the United States. Its deposit offerings encompass various options, including non-interest-bearing checking accounts for businesses and individuals, interest-bearing checking and municipal accounts, savings and club accounts, money market accounts, and certificates of deposit. The company's extensive lending portfolio features financing for multifamily and commercial properties, business operations, residential homes (one-to-four family), construction projects, and home equity. Additionally, it extends consumer loans for purposes such as automobiles and personal use, alongside unsecured credit lines and overdraft protection. Beyond traditional banking, Columbia Financial also provides title insurance, wealth management services, and sophisticated cash management tools like remote deposit, lockbox services, and sweep accounts. Established in 1927 and headquartered in Fair Lawn, New Jersey, the firm maintained a significant physical presence as of December 31, 2021, with 62 full-service banking locations spread across 12 New Jersey counties, complemented by two additional branches in Freehold, New Jersey. Columbia Financial, Inc. operates as a subsidiary under the umbrella of Columbia Bank MHC.

News Sentiment (7d)
34 Negative

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD21.82 +0.44 (+2.03%)
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Volume Profile
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Liquidity & share structure
Average Volume
379.6K
Beta
0.25
Float Shares
26.37M
Free Float %
25.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.40% -1.37% +4.68% +12.46% +27.16% +29.54% +40.67% +24.18% +13.79% +30.54% +30.54%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (2 ratings, all time) Hold
Price Targets & DCF
Current price
21.82
Low 17.00 -22.1%
Consensus 17.00 -22.1%
Median 17.00 -22.1%
High 17.00 -22.1%
DCF (Unlevered) 7.10 -67.4%
DCF (Levered) 11.09 -49.2%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
17.00
-22.1%
All Time 1
17.00
-22.1%
Quality scores
Altman Z-Score
1.24
Distress
Piotroski F-Score
8 / 9
Strong
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    +11.9% Q1'26: +1.1% (vs Q1'25)
  • EPS growth
    +563.6% Q1'26: +48.7% (vs Q1'25)
  • FCF margin
    Q1'26: +1.0% (vs Q1'25)
  • EBIT margin
    Q1'26: +15.3% (vs Q1'25)
  • ROIC
    Q1'26: +2.4% (vs Q1'25)
  • Share dilution
    -0.4% Q1'26: -0.4% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 16.63× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.24) × ERP
WACC = 63% × Ke + 37% × Kd (19.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 7.10 Current price: 21.82
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 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
2 Rev. Ana.
2 EPS Ana.
Revenue
292.13M
est: 179.83M (+62.4%)
326.21M
est: 290.52M (+12.3%)
308.98M
est: 230.25M (+34.2%)
340.07M
est: 277.95M (+22.4%)
422.36M
est: 205.62M (+105.4%)
453.32M
est: 212.50M (+113.3%)
507.44M
est: 255.35M (+98.7%)
407.54M
407.26M – 407.82M
+59.6% YoY
552.10M
541.22M – 562.98M
+35.5% YoY
EBITDA
76.08M
est: 139.44M (-45.4%)
86.62M
est: 137.17M (-36.9%)
137.82M
est: 146.44M (-5.9%)
130.23M
est: 159.48M (-18.3%)
60.32M
est: 45.42M (+32.8%)
-1.35M
est: 46.94M (-102.9%)
68.86M
est: 56.41M (+22.1%)
90.03M
89.97M – 90.09M
+59.6% YoY
121.96M
119.56M – 124.37M
+35.5% YoY
EBIT
71.08M
est: 38.12M (+86.5%)
76.26M
est: 61.58M (+23.8%)
126.18M
est: 48.80M (+158.6%)
116.88M
est: 58.91M (+98.4%)
46.05M
est: 38.84M (+18.6%)
-15.91M
est: 40.14M (-139.6%)
60.16M
est: 48.24M (+24.7%)
76.99M
76.94M – 77.04M
+59.6% YoY
104.30M
102.24M – 106.35M
+35.5% YoY
Net Income
54.72M
est: 46.25M (+18.3%)
57.60M
est: 45.18M (+27.5%)
92.05M
est: 77.21M (+19.2%)
86.17M
est: 89.23M (-3.4%)
36.09M
est: 19.08M (+89.1%)
-11.65M
est: 17.75M (-165.7%)
51.77M
est: 50.21M (+3.1%)
75.06M
73.84M – 76.27M
+49.5% YoY
79.11M
78.10M – 80.13M
+5.4% YoY
SGA
89.08M
est: 78.96M (+12.8%)
105.23M
est: 95.35M (+10.4%)
104.27M
est: 98.24M (+6.1%)
122.38M
est: 127.20M (-3.8%)
132.29M
est: 58.45M (+126.3%)
119.58M
est: 60.40M (+98.0%)
74.54M
est: 72.58M (+2.7%)
115.84M
115.76M – 115.92M
+59.6% YoY
156.93M
153.84M – 160.03M
+35.5% YoY
EPS
0.49
est: 0.49 (+1.0%)
0.52
est: 0.51 (+2.0%)
0.88
est: 0.84 (+5.4%)
0.82
est: 0.83 (-1.2%)
0.35
est: 0.19 (+86.6%)
-0.11
est: 0.18 (-161.1%)
0.51
est: 0.50 (+2.0%)
0.74
0.73 – 0.75
+48.0% YoY
0.78
0.77 – 0.79
+5.4% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C+ 2/5 3/5 2/5 3/5 2/5 1/5 2/5
2026-05-27 C+ 2/5 3/5 2/5 3/5 2/5 1/5 2/5
2026-05-26 C+ 2/5 3/5 2/5 3/5 2/5 1/5 2/5
2026-05-22 C+ 2/5 3/5 2/5 3/5 2/5 1/5 2/5
2026-05-21 C+ 2/5 3/5 2/5 3/5 2/5 1/5 2/5
2026-05-20 C+ 2/5 3/5 2/5 3/5 2/5 1/5 2/5
2026-05-19 C+ 2/5 3/5 2/5 3/5 2/5 1/5 2/5
2026-05-18 C+ 2/5 3/5 2/5 3/5 2/5 1/5 2/5
2026-05-15 C+ 2/5 3/5 2/5 3/5 2/5 1/5 2/5
2026-05-14 C+ 2/5 3/5 2/5 3/5 2/5 1/5 2/5
2026-05-13 C+ 2/5 3/5 2/5 3/5 2/5 1/5 2/5
2026-05-12 C+ 2/5 3/5 2/5 3/5 2/5 1/5 2/5
2026-05-11 C+ 2/5 3/5 2/5 3/5 2/5 1/5 2/5
2026-05-08 C+ 2/5 3/5 2/5 3/5 2/5 1/5 2/5
2026-05-07 C+ 2/5 3/5 2/5 3/5 2/5 1/5 2/5
2026-05-06 C+ 2/5 3/5 2/5 3/5 2/5 1/5 2/5
2026-05-05 C+ 2/5 3/5 2/5 3/5 2/5 1/5 2/5
2026-05-04 C+ 2/5 3/5 2/5 3/5 2/5 1/5 2/5
2026-05-01 C+ 2/5 3/5 2/5 3/5 1/5 1/5 2/5
2026-04-30 C+ 2/5 3/5 2/5 3/5 1/5 1/5 2/5
2026-04-29 C+ 2/5 3/5 2/5 3/5 1/5 1/5 2/5
2026-04-28 C+ 2/5 3/5 2/5 3/5 1/5 1/5 2/5
2026-04-27 C+ 2/5 3/5 2/5 3/5 1/5 1/5 2/5
2026-04-24 C+ 2/5 3/5 2/5 3/5 1/5 1/5 2/5
2026-04-23 C+ 2/5 3/5 2/5 4/5 1/5 1/5 2/5
2026-04-22 C+ 2/5 3/5 2/5 4/5 1/5 1/5 2/5
2026-04-21 B- 2/5 4/5 2/5 4/5 1/5 1/5 2/5
2026-04-20 B- 2/5 4/5 2/5 4/5 1/5 1/5 2/5
2026-04-17 B- 3/5 4/5 3/5 4/5 1/5 1/5 2/5
2026-04-16 B- 3/5 4/5 3/5 4/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
75.07M
OE per share TTM
0.74
Owner's Yield
3.68%
Maintenance CapEx ratio
12.09%
Maint CapEx / Avg PPE
21.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
126
Total invested
233.11M
Insider transactions (90d)
13
Beneficial owners (>5%)
1
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Bank MHC 62.58M 54.00% 62.58M 62.58M CO States 2018-04-26

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
126
-1 vs prev Q
New positions
18
Closed positions
21
Increased
53
Reduced
41
Put/Call ratio
0.00
Calls held
Puts held
50.6K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 2.52M -40.0K (-1.6%) 39.18M +736.3K (+1.9%) 2.49% -0.028 pp 0.00% +0.000 pp USD16.51 -5.9% 31 qtrs
2 BLACKROCK, INC. 2.37M +16.8K (+0.7%) 36.90M +1.5M (+4.3%) 2.34% +0.027 pp 0.00% +0.000 pp USD16.98 -8.5% 6 qtrs
3 DIMENSIONAL FUND ADVISORS LP 1.99M -65.6K (-3.2%) 30.91M +68.9K (+0.2%) 1.96% -0.055 pp 0.01% 0.000 pp USD16.89 -8.0% 27 qtrs
4 STATE STREET CORP 926.4K +3.1K (+0.3%) 14.40M +537.4K (+3.9%) 0.91% +0.007 pp 0.00% +0.000 pp USD16.61 -6.4% 31 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 775.8K -8.3K (-1.1%) 12.06M +285.9K (+2.4%) 0.76% -0.005 pp 0.00% +0.000 pp USD16.47 -5.6% 31 qtrs
6 RENAISSANCE TECHNOLOGIES LLC 603.7K -42.6K (-6.6%) 9.38M -319.4K (-3.3%) 0.60% -0.039 pp 0.01% +0.002 pp USD15.33 +1.4% 27 qtrs
7 MORGAN STANLEY 282.2K -17.6K (-5.9%) 4.39M -115.1K (-2.6%) 0.28% -0.016 pp 0.00% +0.000 pp USD17.35 -10.4% 31 qtrs
8 NORTHERN TRUST CORP 237.0K -11.8K (-4.7%) 3.68M -51.7K (-1.4%) 0.23% -0.011 pp 0.00% +0.000 pp USD16.51 -5.9% 31 qtrs
9 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 230.1K -6.2K (-2.6%) 3.58M +29.1K (+0.8%) 0.23% -0.005 pp 0.00% +0.000 pp USD16.45 -5.5% 31 qtrs
10 D. E. SHAW & CO., INC. 207.6K +25.7K (+14.1%) 3.23M +495.8K (+18.2%) 0.20% +0.026 pp 0.00% +0.000 pp USD15.72 -1.1% 22 qtrs
11 CREATIVE PLANNING 185.3K +496.0 (+0.3%) 2.88M +105.7K (+3.8%) 0.18% +0.001 pp 0.00% 0.000 pp USD14.93 +4.1% 7 qtrs
12 GOLDMAN SACHS GROUP INC 179.1K +68.2K (+61.5%) 2.78M +1.1M (+67.2%) 0.18% +0.068 pp 0.00% +0.000 pp USD16.20 -4.1% 30 qtrs
13 TWO SIGMA INVESTMENTS, LP 139.9K +13.3K (+10.5%) 2.17M +273.5K (+14.4%) 0.14% +0.014 pp 0.00% +0.000 pp USD15.06 +3.2% 5 qtrs
14 CITADEL ADVISORS LLC 123.1K -69.3K (-36.0%) 1.91M -975.1K (-33.8%) 0.12% -0.068 pp 0.00% 0.000 pp USD15.09 +3.0% 19 qtrs
15 BANK OF NEW YORK MELLON CORP 110.0K -5.6K (-4.8%) 1.71M -25.8K (-1.5%) 0.11% -0.005 pp 0.00% +0.000 pp USD16.83 -7.7% 31 qtrs
16 MARSHALL WACE, LLP 88.6K -130.2K (-59.5%) 1.38M -1.9M (-58.1%) 0.09% -0.127 pp 0.00% -0.002 pp USD14.83 +4.8% 7 qtrs
17 UBS ASSET MANAGEMENT AMERICAS INC 87.9K +44.0 (+0.1%) 1.37M +47.2K (+3.6%) 0.09% +0.000 pp 0.00% +0.000 pp USD15.38 +1.0% 29 qtrs
18 JANE STREET GROUP, LLC 86.7K +24.5K (+39.4%) 1.35M +413.5K (+44.3%) 0.09% +0.024 pp 0.00% +0.000 pp USD15.17 +2.4% 11 qtrs
19 CITIGROUP INC 86.5K +9.5K (+12.3%) 1.34M +187.9K (+16.3%) 0.09% +0.010 pp 0.00% +0.000 pp USD15.52 +0.1% 31 qtrs
20 TWO SIGMA ADVISERS, LP 80.2K +1.7K (+2.2%) 1.25M +68.0K (+5.8%) 0.08% +0.002 pp 0.00% +0.000 pp USD14.88 +4.4% 7 qtrs
21 FIRST TRUST ADVISORS LP 79.3K -28.1K (-26.2%) 1.23M -379.6K (-23.5%) 0.08% -0.027 pp 0.00% 0.000 pp USD16.94 -8.3% 29 qtrs
22 SQUAREPOINT OPS LLC 78.9K +5.8K (+8.0%) 1.23M +129.1K (+11.8%) 0.08% +0.006 pp 0.00% +0.000 pp USD14.90 +4.3% 4 qtrs
23 JPMORGAN CHASE & CO 76.7K -29.4K (-27.7%) 1.19M -400.6K (-25.2%) 0.08% -0.029 pp 0.00% +0.000 pp USD15.88 -2.1% 31 qtrs
24 AMERICAN CENTURY COMPANIES INC 76.3K +814.0 (+1.1%) 1.19M +52.7K (+4.6%) 0.08% +0.001 pp 0.00% +0.000 pp USD17.11 -9.2% 13 qtrs
25 NUVEEN, LLC 76.0K +8.9K (+13.3%) 1.18M +174.4K (+17.3%) 0.07% +0.009 pp 0.00% +0.000 pp USD15.06 +3.2% 4 qtrs
26 UBS GROUP AG 70.3K +18.9K (+36.8%) 1.09M +321.0K (+41.6%) 0.07% +0.019 pp 0.00% +0.000 pp USD15.41 +0.8% 31 qtrs
27 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 66.0K +66.0K (+100.0%) 1.03M +1.0M (+100.0%) 0.07% +0.065 pp 0.00% +0.001 pp USD15.54 +0.0% 1 qtrs NEW
28 SWISS NATIONAL BANK 60.9K +— (+0.0%) 946.2K +32.3K (+3.5%) 0.06% +0.000 pp 0.00% +0.000 pp USD15.86 -2.0% 29 qtrs
29 LOS ANGELES CAPITAL MANAGEMENT LLC 60.6K +18.9K (+45.4%) 910.3K +284.7K (+45.5%) 0.06% +0.019 pp 0.00% +0.001 pp USD14.83 +4.8% 3 qtrs
30 QUANTINNO CAPITAL MANAGEMENT LP 52.0K +13.4K (+34.8%) 808.4K +229.3K (+39.6%) 0.05% +0.013 pp 0.00% +0.000 pp USD15.02 +3.5% 4 qtrs
31 PEAPACK GLADSTONE FINANCIAL CORP 49.2K +— (+0.0%) 764.0K +26.0K (+3.5%) 0.05% +0.000 pp 0.01% +0.000 pp USD15.00 +3.6% 4 qtrs
32 BARCLAYS PLC 48.8K -651.0 (-1.3%) 758.4K -85.8K (-10.2%) 0.05% 0.000 pp 0.00% +0.000 pp USD16.51 -5.9% 31 qtrs
33 ALLIANCEBERNSTEIN L.P. 48.2K -1.1K (-2.3%) 749.2K +8.4K (+1.1%) 0.05% -0.001 pp 0.00% +0.000 pp USD17.35 -10.4% 31 qtrs
34 BANK OF AMERICA CORP /DE/ 44.7K -9.1K (-16.9%) 693.9K -112.9K (-14.0%) 0.04% -0.009 pp 0.00% +0.000 pp USD16.33 -4.8% 31 qtrs
35 ADVISOR GROUP HOLDINGS, INC. 41.1K +— (+0.0%) 638.0K +21.4K (+3.5%) 0.04% +0.000 pp 0.00% +0.000 pp USD15.02 +3.5% 24 qtrs
36 LEGAL & GENERAL GROUP PLC 37.3K +— (+0.0%) 580.2K +19.8K (+3.5%) 0.04% +0.000 pp 0.00% +0.000 pp USD16.44 -5.5% 31 qtrs
37 RHUMBLINE ADVISERS 35.9K -4.4K (-10.9%) 557.4K -47.0K (-7.8%) 0.04% -0.004 pp 0.00% +0.000 pp USD16.27 -4.5% 31 qtrs
38 INVESCO LTD. 34.7K -3.6K (-9.3%) 539.4K -34.9K (-6.1%) 0.03% -0.003 pp 0.00% +0.000 pp USD18.45 -15.8% 28 qtrs
39 MINERVA ADVISORS LLC 33.8K +— (+0.0%) 525.2K +17.9K (+3.5%) 0.03% +0.000 pp 0.35% +0.029 pp USD15.29 +1.6% 29 qtrs
40 WELLS FARGO & COMPANY/MN 30.7K +7.9K (+34.5%) 477.1K +134.5K (+39.3%) 0.03% +0.008 pp 0.00% +0.000 pp USD16.95 -8.3% 31 qtrs
41 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 28.7K -305.0 (-1.1%) 446.6K +10.7K (+2.4%) 0.03% 0.000 pp 0.00% +0.000 pp USD16.67 -6.8% 31 qtrs
42 TUDOR INVESTMENT CORP ET AL 26.2K -33.3K (-56.0%) 406.6K -485.2K (-54.4%) 0.03% -0.033 pp 0.00% -0.001 pp USD15.01 +3.5% 2 qtrs
43 AQR CAPITAL MANAGEMENT LLC 26.0K +2.4K (+10.0%) 404.5K +49.3K (+13.9%) 0.03% +0.002 pp 0.00% +0.000 pp USD14.78 +5.1% 3 qtrs
44 SEACREST WEALTH MANAGEMENT, LLC 24.1K +— (+0.0%) 366.8K +7.7K (+2.1%) 0.02% +0.000 pp 0.04% -0.001 pp USD15.93 -2.4% 31 qtrs
45 POINT72 ASSET MANAGEMENT, L.P. 22.7K +22.7K (+100.0%) 352.4K +352.4K (+100.0%) 0.02% +0.022 pp 0.00% +0.000 pp USD15.54 +0.0% 1 qtrs NEW
46 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 22.0K +22.0K (+100.0%) 342.0K +342.0K (+100.0%) 0.02% +0.022 pp 0.08% +0.078 pp USD15.54 +0.0% 3 qtrs
47 DEUTSCHE BANK AG\ 21.1K +— (+0.0%) 328.7K +11.2K (+3.5%) 0.02% +0.000 pp 0.00% +0.000 pp USD16.15 -3.8% 31 qtrs
48 NUMERAI GP LLC 21.0K +21.0K (+100.0%) 326.9K +326.9K (+100.0%) 0.02% +0.021 pp 0.04% +0.039 pp USD15.54 +0.0% 1 qtrs NEW
49 MILLENNIUM MANAGEMENT LLC 20.8K -25.6K (-55.2%) 322.5K -373.0K (-53.6%) 0.02% -0.025 pp 0.00% 0.000 pp USD14.74 +5.4% 3 qtrs
50 RAFFERTY ASSET MANAGEMENT, LLC 18.0K -1.3K (-6.9%) 279.8K -10.4K (-3.6%) 0.02% -0.001 pp 0.00% +0.000 pp USD15.92 -2.4% 12 qtrs
51 JANUS HENDERSON GROUP PLC 18.0K +— (+0.0%) 278.9K +9.2K (+3.4%) 0.02% +0.000 pp 0.00% +0.000 pp USD18.28 -15.0% 12 qtrs
52 ENGINEERS GATE MANAGER LP 17.8K -5.0K (-21.9%) 277.4K -65.7K (-19.1%) 0.02% -0.005 pp 0.00% -0.001 pp USD14.51 +7.1% 3 qtrs
53 BNP PARIBAS ARBITRAGE, SNC 16.5K +2.2K (+15.2%) 257.0K +41.5K (+19.3%) 0.02% +0.002 pp 0.00% +0.000 pp USD15.79 -1.6% 31 qtrs
54 SEQUOIA FINANCIAL ADVISORS, LLC 16.5K +273.0 (+1.7%) 256.2K +12.8K (+5.3%) 0.02% +0.000 pp 0.00% +0.000 pp USD21.37 -27.3% 13 qtrs
55 MANUFACTURERS LIFE INSURANCE COMPANY, THE 16.2K -1.6K (-9.0%) 251.5K -15.3K (-5.7%) 0.02% -0.002 pp 0.00% +0.000 pp USD16.16 -3.8% 31 qtrs
56 PRICE T ROWE ASSOCIATES INC /MD/ 16.1K +1.7K (+11.8%) 251.0K +34.0K (+15.7%) 0.02% +0.002 pp 0.00% +0.000 pp USD15.56 -0.1% 5 qtrs
57 METLIFE INVESTMENT MANAGEMENT, LLC 16.1K +— (+0.0%) 250.6K +8.5K (+3.5%) 0.02% +0.000 pp 0.00% +0.000 pp USD18.07 -14.0% 30 qtrs
58 ROXBURY FINANCIAL LLC 16.0K +— (+0.0%) 248.6K +8.5K (+3.5%) 0.02% +0.000 pp 0.22% +0.001 pp USD15.81 -1.7% 5 qtrs
59 CROWN WEALTH GROUP, LLC 15.5K +— (+0.0%) 240.9K +8.2K (+3.5%) 0.02% +0.000 pp 0.07% -0.003 pp USD20.74 -25.1% 17 qtrs
60 BALYASNY ASSET MANAGEMENT L.P. 15.1K +15.1K (+100.0%) 235.3K +235.3K (+100.0%) 0.01% +0.015 pp 0.00% +0.000 pp USD15.54 +0.0% 1 qtrs NEW
61 FMR LLC 14.8K +6.2K (+72.1%) 230.5K +101.1K (+78.1%) 0.01% +0.006 pp 0.00% +0.000 pp USD16.23 -4.3% 19 qtrs
62 HUDSON CAPITAL MANAGEMENT LLC 14.6K +— (+0.0%) 227.4K +7.8K (+3.5%) 0.01% +0.000 pp 0.06% -0.001 pp USD17.72 -12.3% 19 qtrs
63 ROUNDVIEW CAPITAL LLC 14.4K +— (+0.0%) 223.5K +7.6K (+3.5%) 0.01% +0.000 pp 0.01% +0.000 pp USD15.29 +1.6% 29 qtrs
64 TWO SIGMA SECURITIES, LLC 13.5K +587.0 (+4.6%) 209.2K +15.9K (+8.3%) 0.01% +0.001 pp 0.03% +0.000 pp USD15.03 +3.4% 4 qtrs
65 SG AMERICAS SECURITIES, LLC 13.3K +13.3K (+100.0%) 207.0K +207.0K (+100.0%) 0.01% +0.013 pp 0.00% +0.000 pp USD15.54 +0.0% 7 qtrs
66 RAYMOND JAMES FINANCIAL INC 13.1K +— (+0.0%) 204.0K +7.0K (+3.5%) 0.01% +0.000 pp 0.00% +0.000 pp USD15.81 -1.7% 5 qtrs
67 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 12.6K -119.0 (-0.9%) 196.4K +4.9K (+2.6%) 0.01% 0.000 pp 0.00% +0.000 pp USD14.86 +4.6% 7 qtrs
68 COMMONWEALTH EQUITY SERVICES, LLC 12.4K -272.0 (-2.2%) 192.0K +2.0K (+1.0%) 0.01% 0.000 pp 0.00% +0.000 pp USD16.92 -8.2% 8 qtrs
69 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 12.1K +5.1K (+73.1%) 188.4K +83.3K (+79.2%) 0.01% +0.005 pp 0.00% +0.000 pp USD16.37 -5.1% 29 qtrs
70 KESTRA ADVISORY SERVICES, LLC 11.8K +— (+0.0%) 183.7K +6.3K (+3.5%) 0.01% +0.000 pp 0.00% 0.000 pp USD19.28 -19.4% 9 qtrs
71 INTECH INVESTMENT MANAGEMENT LLC 11.0K -1.9K (-14.5%) 170.2K -22.1K (-11.5%) 0.01% -0.002 pp 0.00% 0.000 pp USD15.53 +0.1% 5 qtrs
72 CAMPBELL & CO INVESTMENT ADVISER LLC 10.8K +10.8K (+100.0%) 168.3K +168.3K (+100.0%) 0.01% +0.011 pp 0.01% +0.008 pp USD15.54 +0.0% 1 qtrs NEW
73 SEI INVESTMENTS CO 10.7K +10.7K (+100.0%) 166.6K +166.6K (+100.0%) 0.01% +0.011 pp 0.00% +0.000 pp USD15.54 +0.0% 1 qtrs NEW
74 STRATEGIC ADVISORS LLC 10.5K +— (+0.0%) 162.5K +5.5K (+3.5%) 0.01% +0.000 pp 0.03% +0.000 pp USD15.81 -1.7% 5 qtrs
75 STATE OF WYOMING 9.1K -15.5K (-62.9%) 142.1K -227.6K (-61.6%) 0.01% -0.015 pp 0.02% -0.027 pp USD15.01 +3.5% 6 qtrs
76 QUEST PARTNERS LLC 8.1K -1.0K (-11.4%) 125.4K -11.3K (-8.2%) 0.01% -0.001 pp 0.01% -0.002 pp USD14.51 +7.1% 3 qtrs
77 KLP KAPITALFORVALTNING AS 7.2K +— (+0.0%) 111.9K +3.8K (+3.5%) 0.01% +0.000 pp 0.00% +0.000 pp USD15.81 -1.7% 5 qtrs
78 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 6.3K -2.3K (-27.1%) 98.0K -31.9K (-24.6%) 0.01% -0.002 pp 0.00% 0.000 pp USD15.60 -0.4% 5 qtrs
79 NEW YORK STATE COMMON RETIREMENT FUND 6.1K +— (+0.0%) 94.0K +3.2K (+3.5%) 0.01% +0.000 pp 0.00% +0.000 pp USD17.22 -9.8% 31 qtrs
80 QUADRANT CAPITAL GROUP LLC 4.4K -94.0 (-2.1%) 69.0K +944.0 (+1.4%) 0.00% 0.000 pp 0.00% 0.000 pp USD15.01 +3.5% 22 qtrs
81 STATE OF ALASKA, DEPARTMENT OF REVENUE 4.4K +234.0 (+5.6%) 68.0K +5.0K (+7.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.04 +3.3% 2 qtrs
82 RUSSELL INVESTMENTS GROUP, LTD. 4.2K +1.6K (+59.8%) 65.0K +25.7K (+65.4%) 0.00% +0.002 pp 0.00% +0.000 pp USD15.22 +2.1% 7 qtrs
83 GREAT WEST LIFE ASSURANCE CO /CAN/ 3.7K -28.9K (-88.5%) 58.0K -433.0K (-88.2%) 0.00% -0.028 pp 0.00% -0.001 pp USD20.22 -23.1% 29 qtrs
84 CWM, LLC 2.6K +139.0 (+5.5%) 41.0K +3.0K (+7.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.73 -12.4% 15 qtrs
85 AMERITAS INVESTMENT PARTNERS, INC. 2.3K +— (+0.0%) 35.3K +1.2K (+3.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.01 -8.6% 31 qtrs
86 TOWER RESEARCH CAPITAL LLC (TRC) 1.8K +995.0 (+121.9%) 28.1K +15.9K (+129.8%) 0.00% +0.001 pp 0.00% +0.000 pp USD15.28 +1.7% 27 qtrs
87 STERLING CAPITAL MANAGEMENT LLC 1.5K -282.0 (-16.1%) 22.9K -3.5K (-13.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD15.18 +2.4% 6 qtrs
88 SIGNATUREFD, LLC 1.2K -211.0 (-14.5%) 19.3K -2.5K (-11.5%) 0.00% 0.000 pp 0.00% +0.000 pp USD15.64 -0.6% 31 qtrs
89 AQUATIC CAPITAL MANAGEMENT LLC 1.2K -4.0K (-76.6%) 19.3K -60.1K (-75.7%) 0.00% -0.004 pp 0.00% -0.001 pp USD16.06 -3.2% 6 qtrs
90 ROYAL BANK OF CANADA 1.0K -135.4K (-99.2%) 17.0K -2.0M (-99.2%) 0.00% -0.133 pp 0.00% 0.000 pp USD14.56 +6.7% 31 qtrs
91 AMALGAMATED BANK 855.00 -294.0 (-25.6%) 13.0K -4.0K (-23.5%) 0.00% 0.000 pp 0.00% +0.000 pp USD21.51 -27.8% 16 qtrs
92 ALLWORTH FINANCIAL LP 799.00 +28.0 (+3.6%) 12.4K +844.0 (+7.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.52 +0.1% 6 qtrs
93 PARALLEL ADVISORS, LLC 771.00 -22.0 (-2.8%) 12.0K +78.0 (+0.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.91 +4.2% 23 qtrs
94 NISA INVESTMENT ADVISORS, LLC 762.00 +739.0 (+3,213.0%) 11.8K +11.5K (+3,332.2%) 0.00% +0.001 pp 0.00% +0.000 pp USD15.52 +0.1% 7 qtrs
95 VERSANT CAPITAL MANAGEMENT, INC 595.00 -170.0 (-22.2%) 9.2K -2.2K (-19.5%) 0.00% 0.000 pp 0.00% 0.000 pp USD15.81 -1.7% 5 qtrs
96 IFP ADVISORS, INC 556.00 +— (+0.0%) 8.6K +294.0 (+3.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD16.38 -5.1% 8 qtrs
97 SRS CAPITAL ADVISORS, INC. 452.00 -999.0 (-68.8%) 7.0K -14.8K (-67.7%) 0.00% -0.001 pp 0.00% 0.000 pp USD14.90 +4.3% 3 qtrs
98 LARSON FINANCIAL GROUP LLC 394.00 -210.0 (-34.8%) 6.1K -2.9K (-32.5%) 0.00% 0.000 pp 0.00% 0.000 pp USD14.88 +4.4% 6 qtrs
99 FARTHER FINANCE ADVISORS, LLC 242.00 +238.0 (+5,950.0%) 3.8K +3.7K (+6,168.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.54 +0.0% 6 qtrs
100 US BANCORP \DE\ 199.00 -169.0 (-45.9%) 3.1K -2.4K (-44.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD15.38 +1.0% 23 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 97 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust NASDAQ ABA Community Bank Index Fund QABA 0.89% 808.7K 0.63%
2 State Street SPDR S&P Regional Banking ETF KRE 0.19% 9.49M 0.35%
3 U.S. Micro Cap Portfolio ETF DFMC 0.07% 5.24M 0.43%
4 First Trust Small Cap Core AlphaDEX Fund FYX 0.06% 868.4K 0.58%
5 Principal U.S. Small-Cap Multi-Factor ETF PSC 0.06% 728.0K 0.38%
6 WisdomTree U.S. SmallCap Fund EES 0.05% 341.9K 0.38%
7 Dimensional - US Small Cap ETF DFAS 0.04% 6.45M 0.26%
8 Direxion Daily Regional Banks Bull 3X ETF DPST 0.04% 181.7K 0.92%
9 Avantis U.S. Small Cap Equity ETF AVSC 0.04% 1.18M 0.25%
10 iShares Russell 2000 Value ETF IWN 0.04% 5.24M 0.24%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
28
Sells
0
Shares acquired
398.3K
Shares disposed
Cash buys
Cash sales
Net activity
+398,255
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
2026-05-15 Torres Daria Stacy-Walls Director A-Award A Common Stock 249 19.57 4.9K 28,848 I
2026-05-15 Klimowich John Officer A-Award A Common Stock 35 19.57 684.62 9,113 I
2026-05-15 Kemly Thomas J. Director / Officer A-Award A Common Stock 95 19.57 1.9K 69,331 I
2026-05-15 Holland Noel R. Director A-Award A Common Stock 9 19.57 170.42 10,049 I
2026-05-01 Schlesinger Allyson Katz Officer F-InKind D Common Stock 1,309 19.25 25.2K 67,314 D
2026-05-01 Rinaldi Mayra Liseth Officer F-InKind D Common Stock 739 19.25 14.2K 20,169 D
2026-05-01 Prabhu Manesh Balachandran Officer F-InKind D Common Stock 830 19.25 16.0K 7,097 D
2026-05-01 Lewis Oliver Edward Jr Officer F-InKind D Common Stock 1,200 19.25 23.1K 29,453 D
2026-05-01 Klimowich John Officer D-Return D Common Stock 10,336 0.00 64,909 D
2026-05-01 Kemly Thomas J. Director / Officer A-Award A Common Stock 97 19.25 1.9K 69,236 I
2026-05-01 Gibney Dennis E. Officer D-Return D Common Stock 11,512 0.00 161,860 D
2026-04-17 Klimowich John Officer A-Award A Common Stock 37 18.56 684.62 9,042 I
2026-04-17 Kemly Thomas J. Director / Officer A-Award A Common Stock 100 18.56 1.9K 69,139 I
2026-04-06 Torres Daria Stacy-Walls Director A-Award A Common Stock 275 17.75 4.9K 28,599 I
2026-04-06 Klimowich John Officer A-Award A Common Stock 39 17.75 684.62 9,005 I
2026-04-06 Kemly Thomas J. Director / Officer A-Award A Common Stock 105 17.75 1.9K 69,039 I
2026-04-06 Holland Noel R. Director A-Award A Common Stock 10 17.75 170.42 10,040 I
2026-03-20 Klimowich John Officer A-Award A Common Stock 40 17.21 684.62 8,967 I
2026-03-20 Kemly Thomas J. Director / Officer A-Award A Common Stock 108 17.21 1.9K 68,935 I
2026-03-13 Prabhu Manesh Balachandran Officer A-Award A Common Stock 477 17.48 8.3K 1,022 I
2026-03-13 Klimowich John Officer A-Award A Common Stock 589 17.48 10.3K 8,927 I
2026-03-13 Kemly Thomas J. Director / Officer A-Award A Common Stock 1,800 17.48 31.5K 68,827 I
2026-03-12 Van Dyk Robert Director A-Award A Common Stock 0 17.43 2,952 I
2026-03-12 VAN OSTENBRIDGE PAUL Director A-Award A Common Stock 0 17.43 2,952 I
2026-03-12 Torres Daria Stacy-Walls Director A-Award A Common Stock 0 17.43 2,952 I
2026-03-12 Sorrentini Lucy Director A-Award A Common Stock 0 17.43 2,952 I
2026-03-12 Randall Elizabeth E. Director A-Award A Common Stock 0 17.43 2,952 I
2026-03-12 Massood Michael Jr. Director A-Award A Common Stock 0 17.43 2,952 I
2026-03-12 Kuiken James Michael Director A-Award A Common Stock 0 17.43 2,952 I
2026-03-12 Holland Noel R. Director A-Award A Common Stock 0 17.43 2,952 I
2026-03-06 Torres Daria Stacy-Walls Director A-Award A Common Stock 270 18.06 4.9K 28,324 I
2026-03-06 Schlesinger Allyson Katz Officer F-InKind D Common Stock 428 18.06 7.7K 65,005 D
2026-03-06 Prabhu Manesh Balachandran Officer F-InKind D Common Stock 382 18.06 6.9K 5,504 D
2026-03-06 Lewis Oliver Edward Jr Officer F-InKind D Common Stock 392 18.06 7.1K 27,336 D
2026-03-06 Klimowich John Officer A-Award A Common Stock 38 18.06 684.62 8,338 I
2026-03-06 Kemly Thomas J. Director / Officer A-Award A Common Stock 103 18.06 1.9K 67,027 I
2026-03-06 Holland Noel R. Director A-Award A Common Stock 9 18.06 170.42 10,030 I
2026-03-03 Splaine Thomas Jr Officer Stock Options (right to buy) 9,176 16.23 148.9K 0 D
2026-03-02 Splaine Thomas Jr Officer A-Award A Common Stock 9,475 0.00 9,475 I
2026-03-02 Schlesinger Allyson Katz Officer A-Award A Stock Options (right to buy) 21,364 18.28 390.5K 21,364 D
2026-03-02 Rinaldi Mayra Liseth Officer A-Award A Phantom Stock Unit 4,756 0.00 4,756 I
2026-03-02 Prabhu Manesh Balachandran Officer A-Award A Phantom Stock Unit 7,669 0.00 7,669 I
2026-03-02 Lewis Oliver Edward Jr Officer A-Award A Stock Options (right to buy) 20,000 18.28 365.6K 20,000 D
2026-03-02 Klimowich John Officer A-Award A Common Stock 11,906 0.00 11,906 I
2026-03-02 Kemly Thomas J. Director / Officer A-Award A Stock Options (right to buy) 91,477 18.28 1.67M 91,477 D
2026-03-02 Gibney Dennis E. Officer A-Award A Stock Options (right to buy) 53,033 18.28 969.4K 53,033 D
2026-02-20 Klimowich John Officer A-Award A Common Stock 37 18.44 684.62 8,300 I
2026-02-20 Kemly Thomas J. Director / Officer A-Award A Common Stock 101 18.44 1.9K 66,924 I
2026-02-06 Torres Daria Stacy-Walls Director A-Award A Common Stock 263 18.52 4.9K 28,054 I
2026-02-06 Klimowich John Officer A-Award A Common Stock 37 18.52 684.62 8,263 I
2026-02-06 Kemly Thomas J. Director / Officer A-Award A Common Stock 100 18.52 1.9K 66,823 I
2026-02-06 Holland Noel R. Director A-Award A Common Stock 9 18.52 170.42 10,021 I
2026-01-28 Splaine Thomas Jr Officer Common Stock 0 0.00 1,177 I
2026-01-23 Torres Daria Stacy-Walls Director A-Award A Common Stock 306 15.91 4.9K 27,791 I
2026-01-23 Klimowich John Officer A-Award A Common Stock 43 15.91 684.62 8,226 I
2026-01-23 Kemly Thomas J. Director / Officer A-Award A Common Stock 117 15.91 1.9K 66,723 I
2026-01-23 Holland Noel R. Director A-Award A Common Stock 11 15.91 170.42 10,012 I
2026-01-09 Klimowich John Officer A-Award A Common Stock 42 15.30 638.46 8,183 I
2026-01-09 Kemly Thomas J. Director / Officer A-Award A Common Stock 117 15.30 1.8K 66,606 I
2025-12-26 Torres Daria Stacy-Walls Director A-Award A Common Stock 573 16.12 9.2K 27,484 I
2025-12-26 Sorrentini Lucy Director A-Award A Common Stock 148 16.12 2.4K 7,680 I
2025-12-26 Schlesinger Allyson Katz Officer A-Award A Common Stock 21 16.12 334.62 13,543 I
2025-12-26 Randall Elizabeth E. Director A-Award A Common Stock 153 16.12 2.5K 9,993 I
2025-12-26 Klimowich John Officer A-Award A Common Stock 40 16.12 638.46 8,141 I
2025-12-26 Kemly Thomas J. Director / Officer A-Award A Common Stock 111 16.12 1.8K 66,489 I
2025-12-26 Holland Noel R. Director A-Award A Common Stock 10 16.12 166.58 10,001 I
2025-12-12 Schlesinger Allyson Katz Officer A-Award A Common Stock 20 17.12 334.62 13,523 I
2025-12-12 Klimowich John Officer A-Award A Common Stock 37 17.12 638.46 8,101 I
2025-12-12 Kemly Thomas J. Director / Officer A-Award A Common Stock 104 17.12 1.8K 66,378 I
2025-11-28 Schlesinger Allyson Katz Officer A-Award A Common Stock 21 15.83 334.62 13,503 I
2025-11-28 Klimowich John Officer A-Award A Common Stock 40 15.83 638.46 8,064 I
2025-11-28 Kemly Thomas J. Director / Officer A-Award A Common Stock 113 15.83 1.8K 66,274 I
2025-11-14 Torres Daria Stacy-Walls Director A-Award A Common Stock 614 15.06 9.2K 26,911 I
2025-11-14 Sorrentini Lucy Director A-Award A Common Stock 159 15.06 2.4K 7,532 I
2025-11-14 Schlesinger Allyson Katz Officer A-Award A Common Stock 22 15.06 334.62 13,482 I
2025-11-14 Randall Elizabeth E. Director A-Award A Common Stock 164 15.06 2.5K 9,840 I
2025-11-14 Klimowich John Officer A-Award A Common Stock 42 15.06 638.46 8,024 I
2025-11-14 Kemly Thomas J. Director / Officer A-Award A Common Stock 119 15.06 1.8K 66,161 I
2025-11-14 Holland Noel R. Director A-Award A Common Stock 11 15.06 166.58 9,991 I
2025-10-31 Schlesinger Allyson Katz Officer A-Award A Common Stock 23 14.75 334.62 13,460 I
2025-10-31 Prabhu Manesh Balachandran Officer F-InKind D Common Stock 522 14.75 7.7K 4,857 D
2025-10-31 Klimowich John Officer A-Award A Common Stock 43 14.75 638.46 7,981 I
2025-10-31 Kemly Thomas J. Director / Officer A-Award A Common Stock 121 14.75 1.8K 66,042 I
2025-10-17 Schlesinger Allyson Katz Officer A-Award A Common Stock 24 13.73 334.62 13,437 I
2025-10-17 Klimowich John Officer A-Award A Common Stock 47 13.73 638.46 7,938 I
2025-10-17 Kemly Thomas J. Director / Officer A-Award A Common Stock 130 13.73 1.8K 65,921 I
2025-10-10 Jennings William Justin Officer D-Return D Common Stock 7,533 0.00 0 I
2025-10-05 Smith Matthew James Officer D-Return D Common Stock 15,443 0.00 0 I
2025-10-03 Walden Jenifer White Officer A-Award A Common Stock 36 14.89 532.69 2,846 I
2025-10-03 Torres Daria Stacy-Walls Director A-Award A Common Stock 621 14.89 9.2K 26,297 I
2025-10-03 Sorrentini Lucy Director A-Award A Common Stock 160 14.89 2.4K 7,373 I
2025-10-03 Schlesinger Allyson Katz Officer A-Award A Common Stock 22 14.89 334.62 13,413 I
2025-10-03 Randall Elizabeth E. Director A-Award A Common Stock 166 14.89 2.5K 9,676 I
2025-10-03 Klimowich John Officer A-Award A Common Stock 43 14.89 638.46 7,892 I
2025-10-03 Kemly Thomas J. Director / Officer A-Award A Common Stock 120 14.89 1.8K 65,791 I
2025-10-03 Jennings William Justin Officer A-Award A Common Stock 50 14.89 750.00 3,324 I
2025-10-03 Holland Noel R. Director A-Award A Common Stock 11 14.89 166.58 9,980 I
2025-09-19 Walden Jenifer White Officer A-Award A Common Stock 34 15.51 532.69 2,810 I
2025-09-19 Schlesinger Allyson Katz Officer A-Award A Common Stock 22 15.51 334.62 13,390 I
2025-09-19 Klimowich John Officer A-Award A Common Stock 41 15.51 638.46 7,849 I
2025-09-19 Kemly Thomas J. Director / Officer A-Award A Common Stock 115 15.51 1.8K 65,671 I
2025-09-19 Jennings William Justin Officer A-Award A Common Stock 48 15.51 750.00 3,273 I
2025-09-05 Walden Jenifer White Officer A-Award A Common Stock 35 15.01 532.69 2,775 I
2025-09-05 Torres Daria Stacy-Walls Director A-Award A Common Stock 616 15.01 9.2K 25,677 I
2025-09-05 Sorrentini Lucy Director A-Award A Common Stock 159 15.01 2.4K 7,213 I
2025-09-05 Schlesinger Allyson Katz Officer A-Award A Common Stock 22 15.01 334.62 13,369 I
2025-09-05 Randall Elizabeth E. Director A-Award A Common Stock 164 15.01 2.5K 9,511 I
2025-09-05 Klimowich John Officer A-Award A Common Stock 43 15.01 638.46 7,808 I
2025-09-05 Kemly Thomas J. Director / Officer A-Award A Common Stock 119 15.01 1.8K 65,556 I
2025-09-05 Jennings William Justin Officer A-Award A Common Stock 50 15.01 750.00 3,225 I
2025-09-05 Holland Noel R. Director A-Award A Common Stock 11 15.01 166.60 9,968 I
2025-08-22 Walden Jenifer White Officer A-Award A Common Stock 35 15.35 532.69 2,740 I
2025-08-22 Schlesinger Allyson Katz Officer A-Award A Common Stock 22 15.35 334.62 13,346 I
2025-08-22 Klimowich John Officer A-Award A Common Stock 42 15.35 638.46 7,765 I
2025-08-22 Kemly Thomas J. Director / Officer A-Award A Common Stock 116 15.35 1.8K 65,437 I
2025-08-22 Jennings William Justin Officer A-Award A Common Stock 49 15.35 750.00 3,175 I
2025-08-08 Walden Jenifer White Officer A-Award A Common Stock 37 14.33 532.69 2,705 I
2025-08-08 Torres Daria Stacy-Walls Director A-Award A Common Stock 645 14.33 9.2K 25,061 I
2025-08-08 Sorrentini Lucy Director A-Award A Common Stock 167 14.33 2.4K 7,054 I
2025-08-08 Schlesinger Allyson Katz Officer A-Award A Common Stock 23 14.33 334.62 13,325 I
2025-08-08 Randall Elizabeth E. Director A-Award A Common Stock 172 14.33 2.5K 9,346 I
2025-08-08 Klimowich John Officer A-Award A Common Stock 45 14.33 638.46 7,723 I
2025-08-08 Kemly Thomas J. Director / Officer A-Award A Common Stock 125 14.33 1.8K 65,320 I
2025-08-08 Jennings William Justin Officer A-Award A Common Stock 52 14.33 750.00 3,126 I
2025-08-08 Holland Noel R. Director A-Award A Common Stock 12 14.33 166.58 9,957 I
2025-07-25 Walden Jenifer White Officer A-Award A Common Stock 38 14.07 532.69 2,668 I
2025-07-25 Schlesinger Allyson Katz Officer A-Award A Common Stock 24 14.07 334.62 13,301 I
2025-07-25 Klimowich John Officer A-Award A Common Stock 45 14.07 638.39 7,679 I
2025-07-25 Kemly Thomas J. Director / Officer A-Award A Common Stock 127 14.07 1.8K 65,195 I
2025-07-25 Jennings William Justin Officer A-Award A Common Stock 53 14.07 750.00 3,074 I
2025-07-11 Walden Jenifer White Officer A-Award A Common Stock 36 14.82 532.87 2,630 I
2025-07-11 Torres Daria Stacy-Walls Director A-Award A Common Stock 624 14.82 9.2K 24,416 I
2025-07-11 Sorrentini Lucy Director A-Award A Common Stock 161 14.82 2.4K 6,887 I
2025-07-11 Schlesinger Allyson Katz Officer A-Award A Common Stock 23 14.82 334.73 13,277 I
2025-07-11 Randall Elizabeth E. Director A-Award A Common Stock 166 14.82 2.5K 9,174 I
2025-07-11 Klimowich John Officer A-Award A Common Stock 43 14.82 638.68 7,633 I
2025-07-11 Kemly Thomas J. Director / Officer A-Award A Common Stock 121 14.82 1.8K 65,068 I
2025-07-11 Jennings William Justin Officer A-Award A Common Stock 51 14.82 750.25 3,021 I
2025-07-11 Holland Noel R. Director A-Award A Common Stock 11 14.82 166.64 9,946 I
2025-06-27 Walden Jenifer White Officer A-Award A Common Stock 36 14.68 532.69 2,594 I
2025-06-27 Schlesinger Allyson Katz Officer A-Award A Common Stock 23 14.68 334.62 13,255 I
2025-06-27 Klimowich John Officer A-Award A Common Stock 43 14.68 638.46 7,590 I
2025-06-27 Kemly Thomas J. Director / Officer A-Award A Common Stock 122 14.68 1.8K 64,948 I
2025-06-27 Jennings William Justin Officer A-Award A Common Stock 51 14.68 750.77 2,970 I
2025-06-13 Walden Jenifer White Officer A-Award A Common Stock 38 13.91 532.69 2,558 I
2025-06-13 Torres Daria Stacy-Walls Director A-Award A Common Stock 664 13.91 9.2K 23,792 I
2025-06-13 Sorrentini Lucy Director A-Award A Common Stock 172 13.91 2.4K 6,726 I
2025-06-13 Schlesinger Allyson Katz Officer A-Award A Common Stock 24 13.91 334.62 13,232 I
2025-06-13 Randall Elizabeth E. Director A-Award A Common Stock 177 13.91 2.5K 9,008 I
2025-06-13 Klimowich John Officer A-Award A Common Stock 46 13.91 638.46 7,547 I
2025-06-13 Kemly Thomas J. Director / Officer A-Award A Common Stock 128 13.91 1.8K 64,826 I
2025-06-13 Jennings William Justin Officer A-Award A Common Stock 54 13.91 750.00 2,919 I
2025-06-13 Holland Noel R. Director A-Award A Common Stock 12 13.91 166.58 9,934 I
2025-05-30 Walden Jenifer White Officer A-Award A Common Stock 37 14.31 532.69 2,520 I
2025-05-30 Schlesinger Allyson Katz Officer A-Award A Common Stock 23 14.31 334.62 13,208 I
2025-05-30 Klimowich John Officer A-Award A Common Stock 45 14.31 638.46 7,501 I
2025-05-30 Kemly Thomas J. Director / Officer A-Award A Common Stock 125 14.31 1.8K 64,698 I
2025-05-30 Jennings William Justin Officer A-Award A Common Stock 52 14.31 750.00 2,865 I
2025-05-16 Walden Jenifer White Officer A-Award A Common Stock 35 15.20 532.69 2,482 I
2025-05-16 Torres Daria Stacy-Walls Director A-Award A Common Stock 608 15.20 9.2K 23,128 I
2025-05-16 Sorrentini Lucy Director A-Award A Common Stock 157 15.20 2.4K 6,554 I
2025-05-16 Schlesinger Allyson Katz Officer A-Award A Common Stock 22 15.20 334.62 13,185 I
2025-05-16 Randall Elizabeth E. Director A-Award A Common Stock 162 15.20 2.5K 8,830 I
2025-05-16 Klimowich John Officer A-Award A Common Stock 42 15.20 638.46 7,456 I
2025-05-16 Kemly Thomas J. Director / Officer A-Award A Common Stock 118 15.20 1.8K 64,573 I
2025-05-16 Jennings William Justin Officer A-Award A Common Stock 49 15.20 750.00 2,812 I
2025-05-16 Holland Noel R. Director A-Award A Common Stock 11 15.20 166.58 9,923 I
2025-05-02 Walden Jenifer White Officer A-Award A Common Stock 36 14.96 532.69 2,447 I
2025-05-02 Schlesinger Allyson Katz Officer A-Award A Common Stock 22 14.96 334.62 13,163 I
2025-05-02 Klimowich John Officer A-Award A Common Stock 43 14.96 638.46 7,414 I
2025-05-02 Kemly Thomas J. Director / Officer A-Award A Common Stock 119 14.96 1.8K 64,455 I
2025-05-02 Jennings William Justin Officer A-Award A Common Stock 50 14.96 750.00 2,763 I
2025-05-01 Schlesinger Allyson Katz Officer F-InKind D Common Stock 496 14.69 7.3K 64,281 D
2025-05-01 Rinaldi Mayra Liseth Officer F-InKind D Common Stock 277 14.69 4.1K 18,160 D
2025-05-01 Prabhu Manesh Balachandran Officer F-InKind D Common Stock 332 14.69 4.9K 3,857 D
2025-05-01 Lewis Oliver Edward Jr Officer F-InKind D Common Stock 455 14.69 6.7K 26,672 D
2025-05-01 Klimowich John Officer F-InKind D Common Stock 472 14.69 6.9K 60,769 D
2025-04-17 Walden Jenifer White Officer A-Award A Common Stock 40 13.28 532.69 2,412 I
2025-04-17 Torres Daria Stacy-Walls Director A-Award A Common Stock 696 13.28 9.2K 22,520 I
2025-04-17 Sorrentini Lucy Director A-Award A Common Stock 180 13.28 2.4K 6,397 I
2025-04-17 Schlesinger Allyson Katz Officer A-Award A Common Stock 25 13.28 334.62 13,140 I
2025-04-17 Randall Elizabeth E. Director A-Award A Common Stock 186 13.28 2.5K 8,668 I
2025-04-17 Klimowich John Officer A-Award A Common Stock 48 13.28 638.46 7,372 I
2025-04-17 Kemly Thomas J. Director / Officer A-Award A Common Stock 135 13.28 1.8K 64,336 I
2025-04-17 Jennings William Justin Officer A-Award A Common Stock 56 13.28 750.00 2,713 I
2025-04-17 Holland Noel R. Director A-Award A Common Stock 13 13.28 166.58 9,912 I
2025-04-04 Walden Jenifer White Officer A-Award A Common Stock 40 13.42 532.69 2,372 I
2025-04-04 Schlesinger Allyson Katz Officer A-Award A Common Stock 25 13.42 334.62 13,115 I
2025-04-04 Klimowich John Officer A-Award A Common Stock 48 13.42 638.46 7,324 I
2025-04-04 Kemly Thomas J. Director / Officer A-Award A Common Stock 133 13.42 1.8K 64,201 I
2025-04-04 Jennings William Justin Officer A-Award A Common Stock 56 13.42 750.00 2,657 I
2025-03-21 Walden Jenifer White Officer A-Award A Common Stock 35 15.01 532.69 2,332 I
2025-03-21 Torres Daria Stacy-Walls Director A-Award A Common Stock 616 15.01 9.2K 21,824 I
2025-03-21 Sorrentini Lucy Director A-Award A Common Stock 159 15.01 2.4K 6,217 I
2025-03-21 Schlesinger Allyson Katz Officer A-Award A Common Stock 22 15.01 334.62 13,090 I
2025-03-21 Randall Elizabeth E. Director A-Award A Common Stock 164 15.01 2.5K 8,482 I
2025-03-21 Klimowich John Officer A-Award A Common Stock 43 15.01 638.46 7,276 I
2025-03-21 Kemly Thomas J. Director / Officer A-Award A Common Stock 119 15.01 1.8K 64,068 I
2025-03-21 Jennings William Justin Officer A-Award A Common Stock 50 15.01 750.00 2,601 I
2025-03-21 Holland Noel R. Director A-Award A Common Stock 11 15.01 166.58 9,899 I

Executive team

Top executives
EBIT / Employee
85.0K
Shares Outstanding
104.05M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Thomas J. Kemly President and Chief Executive Officer 900.0K 683.8K 227.8K 302.5K 644.9K 2.76M 33.04%
2 2024 E. Thomas Allen, Jr SEVP, Chief Operating Officer 505.0K 205.6K 68.5K 147.1K 328.7K 1.25M 21.84%
3 2024 Dennis E. Gibney SEVP, Chief Financial Officer 445.5K 181.3K 60.4K 142.9K 52.5K 882.6K 27.39%
4 2024 Allyson Schlesinger SEVP, Head of Consumer Banking 420.0K 171.0K 57.0K 134.7K 77.8K 860.4K 26.49%
5 2024 John Klimowich SEVP, Chief Risk Officer 400.0K 162.8K 54.3K 122.3K 118.3K 857.6K 25.31%
6 2023 Thomas J. Kemly President and Chief Executive Officer 878.1K 622.8K 207.7K 191.6K 1.80M 3.70M 22.47%
7 2023 E. Thomas Allen, Jr. SEVP, Chief Operating Officer 495.3K 249.6K 83.2K 93.2K 734.9K 1.66M 20.10%
8 2023 E. Thomas Allen, Jr SEVP, Chief Operating Officer 495.3K 249.6K 83.2K 93.2K 734.9K 1.66M 20.10%
9 2023 John Klimowich EVP, Chief Risk Officer 392.3K 197.7K 65.9K 82.4K 673.4K 1.41M 18.67%
10 2023 John Klimowich SEVP, Chief Risk Officer 392.3K 197.7K 65.9K 82.4K 673.4K 1.41M 18.67%
11 2023 Dennis E. Gibney EVP, Chief Financial Officer 436.9K 220.2K 73.4K 104.5K 161.6K 996.7K 29.46%
12 2023 Dennis E. Gibney SEVP, Chief Financial Officer 436.9K 220.2K 73.4K 104.5K 161.6K 996.7K 29.46%
13 2023 Allyson Schlesinger SEVP, Head of Consumer Banking 411.9K 207.6K 69.2K 111.4K 137.3K 937.4K 29.53%
14 2023 Allyson Schlesinger EVP, Head of Consumer Banking 411.9K 207.6K 69.2K 111.4K 137.3K 937.4K 29.53%
15 2022 Thomas J. Kemly President and Chief Executive Officer 859.9K 637.2K 165.6K 1.66M 0.00%
16 2022 W. Justin Jennings Executive Vice President, Operations Officer 288.5K 50.0K 405.0K 270.0K 152.8K 33.3K 1.20M 56.27%
17 2022 E. Thomas Allen, Jr. Senior Executive Vice President and Chief Operating Officer 487.0K 360.9K 94.1K 942.0K 0.00%
18 2022 E. Thomas Allen, Jr SEVP, Chief Operating Officer 487.0K 360.9K 94.1K 942.0K 0.00%
19 2022 E. Thomas Allen, Jr. SEVP, Chief Operating Officer 487.0K 360.9K 94.1K 942.0K 0.00%
20 2022 Dennis E. Gibney Executive Vice President and Chief Financial Officer 428.5K 272.3K 62.2K 763.0K 0.00%
21 2022 Dennis E. Gibney EVP, Chief Financial Officer 428.5K 272.3K 62.2K 763.0K 0.00%
22 2022 Dennis E. Gibney SEVP, Chief Financial Officer 428.5K 272.3K 62.2K 763.0K 0.00%
23 2022 Allyson Schlesinger Executive Vice President, Head of Consumer Banking 428.5K 228.2K 73.3K 730.0K 0.00%
24 2022 Allyson Schlesinger EVP, Head of Consumer Banking 400.0K 228.2K 73.3K 701.5K 0.00%
25 2022 Allyson Schlesinger SEVP, Head of Consumer Banking 400.0K 228.2K 73.3K 701.5K 0.00%
26 2022 John Klimowich Executive Vice President and Chief Risk Officer 400.0K 213.5K 53.2K 666.7K 0.00%
27 2022 John Klimowich EVP, Chief Risk Officer 383.0K 213.5K 53.2K 649.7K 0.00%
28 2022 John Klimowich SEVP, Chief Risk Officer 383.0K 213.5K 53.2K 649.7K 0.00%
29 2021 Thomas J. Kemly President and Chief Executive Officer 818.9K 765.2K 547.9K 2.13M 0.00%
30 2021 Oliver E. Lewis, Jr. Executive Vice President, Head of Commercial Banking 350.0K 420.0K 280.0K 262.7K 60.9K 1.37M 50.96%
31 2021 E. Thomas Allen, Jr. Senior Executive Vice President and Chief Operating Officer 472.0K 441.0K 98.2K 1.19M 0.00%
32 2021 E. Thomas Allen, Jr. SEVP, Chief Operating Officer 472.0K 441.0K 273.3K 1.19M 0.00%
33 2021 John Klimowich EVP, Chief Risk Officer 370.0K 240.4K 302.4K 912.8K 0.00%
34 2021 John Klimowich Executive Vice President and Chief Risk Officer 370.0K 240.4K 63.5K 912.8K 0.00%
35 2021 Dennis E. Gibney EVP, Chief Financial Officer 412.0K 334.0K 130.6K 876.6K 0.00%
36 2021 Dennis E. Gibney Executive Vice President and Chief Financial Officer 412.0K 334.0K 74.5K 876.6K 0.00%
37 2021 Allyson Schlesinger Executive Vice President, Head of Consumer Banking 380.0K 294.7K 77.3K 825.1K 0.00%
38 2021 Allyson Schlesinger EVP, Head of Consumer Banking 380.0K 294.7K 150.3K 825.1K 0.00%
39 2020 Thomas J. Kemly President and Chief Executive Officer 825.6K 890.2K 151.0K 3.62M 0.00%
40 2020 E. Thomas Allen, Jr. Senior Executive Vice President and Chief Operating Officer 477.7K 472.7K 82.9K 1.72M 0.00%
41 2020 John Klimowich Executive Vice President and Chief Risk Officer 363.5K 272.6K 47.7K 1.44M 0.00%
42 2020 Dennis E. Gibney Executive Vice President and Chief Financial Officer 417.5K 367.8K 56.1K 1.01M 0.00%
43 2020 Allyson Schlesinger Executive Vice President, Head of Consumer Banking 379.0K 256.7K 57.3K 800.5K 0.00%
44 2019 Thomas J. Kemly President and Chief Executive Officer 775.0K 4.18M 2.79M 849.7K 181.9K 11.13M 62.66%
45 2019 E. Thomas Allen, Jr. Senior Executive Vice President and Chief Operating Officer 450.0K 1.80M 1.20M 440.1K 97.3K 4.96M 60.46%
46 2019 John Klimowich Executive Vice President and Chief Risk Officer 330.0K 1.20M 800.0K 255.8K 50.5K 3.51M 57.04%
47 2019 Dennis E. Gibney Executive Vice President and Chief Financial Officer 392.0K 50.0K 1.53M 1.02M 294.4K 64.0K 3.50M 72.77%
48 2019 Allyson Schlesinger Executive Vice President, Head of Consumer Banking 365.0K 50.0K 990.0K 660.0K 162.1K 69.9K 2.38M 69.30%
49 2018 Thomas J. Kemly President and Chief Executive Officer 745.0K 894.9K 41.6K 1.68M 0.00%
50 2018 E. Thomas Allen, Jr. Senior Executive Vice President and Chief Operating Officer 445.0K 440.2K 25.7K 910.8K 0.00%
51 2018 Dennis E. Gibney Executive Vice President and Chief Financial Officer 382.0K 326.1K 9.8K 718.0K 0.00%
52 2017 Thomas J. Kemly President and Chief Executive Officer 735.0K 908.4K 41.0K 1.68M 0.00%
53 2017 E. Thomas Allen, Jr. Senior Executive Vice President and Chief Operating Officer 440.0K 410.8K 25.5K 876.3K 0.00%
54 2017 Dennis E. Gibney Executive Vice President and Chief Financial Officer 378.0K 327.2K 9.7K 714.9K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-21 DEFM14A
2026-05-19 4
2026-05-19 4
2026-05-19 4
2026-05-19 4
2026-05-15 8-K
2026-05-11 8-K
2026-05-11 10-Q
2026-05-05 4
2026-05-05 4

Executive team

NameTitleCompensationGender
Thomas J. Kemly President, Chief Executive Officer & Director 2M male
Dennis E. Gibney First Senior EVP & Chief Banking Officer 745.5K male
Allyson Katz Schlesinger Senior Executive Vice President & Head of Consumer Banking 690.6K female
John Klimowich Senior Executive Vice President & Chief Risk Officer 659.1K male
Oliver Edward Lewis Jr. Senior EVP and Head of Commercial Banking 645.8K male
Manesh Balachandran Prabhu Executive Vice President & Chief Information Officer male
Mayra Liseth Rinaldi Executive Vice President of Corporate Governance & Culture and Corporate Secretary female
Thomas F. Splaine Jr. CFO, Executive VP, Principal Financial & Accounting Officer male
Jenifer W. Walden Executive Vice President & Chief Human Resources Officer female
ESG Rating
A
BANKS - REGIONAL
Rank: 52 out of 435
2026
E (Environmental)
50.0 / 64.3
Company / Sector avg.
S (Social)
80.9 / 76.5
Company / Sector avg.
G (Governance)
77.2 / 75.5
Company / Sector avg.
ESG Total
69.4 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits