ChoiceOne Financial Services, Inc. (COFS)
Sparta, MI, US
ChoiceOne Financial Services, Inc. functions as the holding company for ChoiceOne Bank, which delivers a comprehensive range of community banking services to businesses (corporations and partnerships) and individual clients across Michigan. The institution offers diverse deposit solutions, including time, savings, and demand accounts, alongside access to safe deposit boxes and automated teller machine (ATM) facilities. Its lending portfolio is extensive, providing commercial loans for various purposes such such as business operations, industrial endeavors, agriculture, construction projects, inventory financing, and real estate purchases. For consumers, ChoiceOne extends both direct and indirect loans, catering to personal needs and residential property acquisition. Beyond traditional banking, the company also provides alternative investment products, such as annuities and mutual funds, and offers life and health insurance policies to both its commercial and individual clientele. ChoiceOne maintains a substantial operational footprint with 32 full-service branch offices situated in Michigan's Kent, Muskegon, Newaygo, Ottawa, Lapeer, Macomb, and St. Clair counties. Additionally, it operates three specialized loan production offices. Established in 1898, ChoiceOne Financial Services, Inc. is headquartered in Sparta, Michigan.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.06% | -0.44% | +4.56% | +9.71% | +3.15% | +6.37% | +6.15% | +51.69% | +20.72% | +46.05% | +180.11% |
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 | 2 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
34.00
+1.6%
|
| Last Year | 2 |
35.00
+4.5%
|
| All Time | 3 |
35.67
+6.5%
|
-
Revenue growth+38.7% Q1'26: +31.7% (vs Q1'25)
-
EPS growth-38.2% Q1'26: +170.0% (vs Q1'25)
-
FCF margin— Q1'26: -2.9% (vs Q1'25)
-
EBIT margin— Q1'26: +28.2% (vs Q1'25)
-
ROIC— Q1'26: +8.8% (vs Q1'25)
-
Share dilution+70.2% Q1'26: +40.3% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 3.50× (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 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 2 EPS Ana. |
Dec 2027 1 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|
| Revenue |
113.89M
est: 80.60M (+41.3%)
|
139.10M
est: 92.10M (+51.0%)
|
192.89M
est: 162.70M (+18.6%)
|
174.85M
174.40M – 175.30M
+7.5% YoY
|
181.30M
180.83M – 181.77M
+3.7% YoY
|
| EBITDA |
38.00M
est: 31.01M (+22.5%)
|
45.42M
est: 32.45M (+40.0%)
|
34.19M
est: 57.33M (-40.4%)
|
61.61M
61.45M – 61.77M
+7.5% YoY
|
63.88M
63.72M – 64.05M
+3.7% YoY
|
| EBIT |
25.57M
est: 21.43M (+19.3%)
|
33.09M
est: 23.32M (+41.9%)
|
34.19M
est: 41.20M (-17.0%)
|
44.28M
44.16M – 44.39M
+7.5% YoY
|
45.91M
45.79M – 46.03M
+3.7% YoY
|
| Net Income |
21.26M
est: 22.94M (-7.3%)
|
26.73M
est: 46.17M (-42.1%)
|
28.18M
est: 50.49M (-44.2%)
|
50.48M
50.33M – 50.64M
0.0% YoY
|
51.54M
51.36M – 51.71M
+2.1% YoY
|
| SGA |
33.87M
est: 26.30M (+28.8%)
|
35.53M
est: 29.50M (+20.4%)
|
62.05M
est: 52.11M (+19.1%)
|
56.00M
55.86M – 56.15M
+7.5% YoY
|
58.07M
57.92M – 58.22M
+3.7% YoY
|
| EPS |
2.82
est: 2.79 (+1.1%)
|
3.27
est: 3.30 (-0.9%)
|
2.02
est: 3.61 (-44.1%)
|
3.61
3.60 – 3.62
-0.2% YoY
|
3.68
3.67 – 3.70
+2.1% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-27 | DA Davidson | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-27 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-26 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-22 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-21 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-20 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-19 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-18 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-15 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-14 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-13 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-12 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-11 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-08 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-07 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-06 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-05 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-04 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-01 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-30 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-29 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-28 | A | 4/5 | 5/5 | 2/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-04-27 | A | 4/5 | 5/5 | 2/5 | 4/5 | 3/5 | 4/5 | 5/5 |
| 2026-04-24 | B- | 2/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 5/5 | 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 | (1) BlackRock, Inc. | 495.4K | 5.50% | — | 486.8K | 495.4K | — | HC | Delaware | 2024-11-08 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 962.4K +64.2K (+7.2%) | 28.41M +2.4M (+9.2%) | 6.90% +0.915 pp | 0.00% +0.000 pp | USD30.10 -1.9% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 808.2K +1.7K (+0.2%) | 23.86M +501.3K (+2.1%) | 5.80% +0.420 pp | 0.00% +0.000 pp | USD28.71 +2.8% | 23 qtrs — |
| 3 | ALLIANCEBERNSTEIN L.P. | 348.4K -1.4K (-0.4%) | 10.29M +155.4K (+1.5%) | 2.50% +0.167 pp | 0.00% +0.000 pp | USD28.77 +2.6% | 6 qtrs — |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 331.0K +358.0 (+0.1%) | 9.77M +195.7K (+2.0%) | 2.37% +0.170 pp | 0.00% +0.000 pp | USD27.41 +7.7% | 23 qtrs — |
| 5 | STATE STREET CORP | 314.2K +33.7K (+12.0%) | 9.28M +1.2M (+14.2%) | 2.25% +0.384 pp | 0.00% +0.000 pp | USD27.75 +6.4% | 23 qtrs — |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 223.9K -1.8K (-0.8%) | 6.61M +74.2K (+1.1%) | 1.61% +0.102 pp | 0.01% +0.000 pp | USD30.90 -4.5% | 6 qtrs — |
| 7 | DIMENSIONAL FUND ADVISORS LP | 202.9K +76.2K (+60.2%) | 5.99M +2.3M (+63.3%) | 1.46% +0.611 pp | 0.00% +0.001 pp | USD28.98 +1.9% | 13 qtrs — |
| 8 | PROSHARE ADVISORS LLC | 192.1K -12.5K (-6.1%) | 5.67M -255.7K (-4.3%) | 1.28% -0.085 pp | 0.01% -0.002 pp | USD28.70 +2.9% | 3 qtrs — |
| 9 | TWO SIGMA INVESTMENTS, LP | 182.6K +84.6K (+86.4%) | 5.39M +2.6M (+90.0%) | 1.31% +0.656 pp | 0.01% +0.003 pp | USD29.19 +1.1% | 4 qtrs — |
| 10 | JACOBS ASSET MANAGEMENT, LLC | 163.9K +14.0K (+9.4%) | 4.84M +498.0K (+11.5%) | 1.18% +0.176 pp | 2.69% +0.319 pp | USD29.60 -0.3% | 6 qtrs — |
| 11 | GENDELL JEFFREY L | 148.5K +— (+0.0%) | 4.39M +83.2K (+1.9%) | 1.07% +0.075 pp | 0.08% -0.003 pp | USD28.77 +2.6% | 4 qtrs — |
| 12 | JANE STREET GROUP, LLC | 146.8K +124.4K (+556.4%) | 4.33M +3.7M (+569.1%) | 1.05% +0.904 pp | 0.00% +0.001 pp | USD29.43 +0.3% | 4 qtrs — |
| 13 | MARSHALL WACE, LLP | 134.5K +91.1K (+210.1%) | 3.97M +2.7M (+216.1%) | 0.96% +0.675 pp | 0.00% +0.002 pp | USD29.34 +0.6% | 6 qtrs — |
| 14 | MORGAN STANLEY | 128.6K +71.5K (+125.5%) | 3.80M +2.1M (+129.8%) | 0.92% +0.542 pp | 0.00% +0.000 pp | USD29.37 +0.5% | 24 qtrs — |
| 15 | NORTHERN TRUST CORP | 122.0K -11.2K (-8.4%) | 3.60M -255.0K (-6.6%) | 0.87% -0.013 pp | 0.00% +0.000 pp | USD26.87 +9.9% | 23 qtrs — |
| 16 | CITADEL ADVISORS LLC | 103.7K +103.7K (+100.0%) | 3.06M +3.1M (+100.0%) | 0.74% +0.744 pp | 0.00% +0.001 pp | USD29.52 +0.0% | 9 qtrs — |
| 17 | GOLDMAN SACHS GROUP INC | 101.7K +47.4K (+87.3%) | 3.00M +1.4M (+90.9%) | 0.73% +0.367 pp | 0.00% +0.000 pp | USD30.15 -2.1% | 6 qtrs — |
| 18 | SQUAREPOINT OPS LLC | 100.2K +33.3K (+49.8%) | 2.96M +1.0M (+52.6%) | 0.72% +0.273 pp | 0.00% +0.001 pp | USD29.50 +0.1% | 6 qtrs — |
| 19 | AMERICAN CENTURY COMPANIES INC | 81.3K -4.0K (-4.7%) | 2.40M -70.1K (-2.8%) | 0.58% +0.015 pp | 0.00% 0.000 pp | USD32.40 -8.9% | 8 qtrs — |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 61.7K -4.9K (-7.4%) | 1.82M -107.4K (-5.6%) | 0.44% -0.002 pp | 0.04% -0.003 pp | USD27.99 +5.5% | 13 qtrs — |
| 21 | RAYMOND JAMES FINANCIAL INC | 60.6K +530.0 (+0.9%) | 1.79M +49.3K (+2.8%) | 0.43% +0.034 pp | 0.00% +0.000 pp | USD28.78 +2.6% | 4 qtrs — |
| 22 | BANK OF NEW YORK MELLON CORP | 60.3K +17.4K (+40.7%) | 1.78M +538.8K (+43.4%) | 0.43% +0.147 pp | 0.00% +0.000 pp | USD27.88 +5.9% | 11 qtrs — |
| 23 | LPL FINANCIAL LLC | 53.3K +32.5K (+155.8%) | 1.57M +970.2K (+160.7%) | 0.38% +0.244 pp | 0.00% +0.000 pp | USD29.16 +1.2% | 9 qtrs — |
| 24 | JPMORGAN CHASE & CO | 52.0K -7.0K (-11.8%) | 1.54M -173.0K (-10.1%) | 0.35% -0.047 pp | 0.00% +0.000 pp | USD30.58 -3.5% | 12 qtrs — |
| 25 | FIRST TRUST ADVISORS LP | 49.7K -1.3K (-2.5%) | 1.47M -8.6K (-0.6%) | 0.36% +0.017 pp | 0.00% +0.000 pp | USD28.91 +2.1% | 3 qtrs — |
| 26 | BROWN BROTHERS HARRIMAN & CO | 45.8K -960.0 (-2.1%) | 1.35M -2.2K (-0.2%) | 0.33% +0.017 pp | 0.01% -0.001 pp | USD28.70 +2.9% | 5 qtrs — |
| 27 | D. E. SHAW & CO., INC. | 45.3K +45.3K (+100.0%) | 1.34M +1.3M (+100.0%) | 0.33% +0.325 pp | 0.00% +0.001 pp | USD29.52 +0.0% | 1 qtrs NEW |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 43.4K +9.0 (+0.0%) | 1.28M +24.5K (+2.0%) | 0.31% +0.022 pp | 0.00% +0.000 pp | USD26.68 +10.6% | 11 qtrs — |
| 29 | BARCLAYS PLC | 42.9K +29.6K (+221.7%) | 1.27M +855.1K (+207.3%) | 0.31% +0.219 pp | 0.00% +0.000 pp | USD29.51 +0.0% | 23 qtrs — |
| 30 | KENNEDY CAPITAL MANAGEMENT LLC | 41.6K +— (+0.0%) | 1.23M +23.3K (+1.9%) | 0.30% +0.021 pp | 0.03% -0.001 pp | USD30.19 -2.2% | 6 qtrs — |
| 31 | QUBE RESEARCH & TECHNOLOGIES LTD | 39.1K +18.9K (+94.0%) | 1.15M +570.1K (+97.7%) | 0.28% +0.146 pp | 0.00% +0.001 pp | USD29.14 +1.3% | 4 qtrs — |
| 32 | BANK OF AMERICA CORP /DE/ | 37.9K +7.7K (+25.3%) | 1.12M +242.8K (+27.8%) | 0.27% +0.070 pp | 0.00% +0.000 pp | USD29.12 +1.4% | 24 qtrs — |
| 33 | UBS GROUP AG | 35.0K -12.3K (-26.0%) | 1.03M -336.2K (-24.5%) | 0.25% -0.064 pp | 0.00% +0.000 pp | USD28.24 +4.5% | 24 qtrs — |
| 34 | EMPOWERED FUNDS, LLC | 33.2K -4.9K (-12.9%) | 978.8K -123.4K (-11.2%) | 0.24% -0.016 pp | 0.01% -0.003 pp | USD25.79 +14.5% | 11 qtrs — |
| 35 | TWO SIGMA ADVISERS, LP | 30.0K -4.1K (-12.1%) | 885.2K -102.3K (-10.4%) | 0.22% -0.012 pp | 0.00% 0.000 pp | USD28.83 +2.4% | 4 qtrs — |
| 36 | CERITY PARTNERS LLC | 29.9K +1.5K (+5.2%) | 881.4K +59.6K (+7.3%) | 0.21% +0.025 pp | 0.00% +0.000 pp | USD28.42 +3.9% | 9 qtrs — |
| 37 | SHAKESPEARE WEALTH MANAGEMENT, INC. | 27.7K +— (+0.0%) | 817.2K +15.5K (+1.9%) | 0.20% +0.014 pp | 0.18% -0.002 pp | USD29.56 -0.1% | 23 qtrs — |
| 38 | TREXQUANT INVESTMENT LP | 27.7K +27.7K (+100.0%) | 816.8K +816.8K (+100.0%) | 0.20% +0.199 pp | 0.01% +0.007 pp | USD29.52 +0.0% | 1 qtrs NEW |
| 39 | HSBC HOLDINGS PLC | 26.9K +5.0K (+22.9%) | 789.9K +153.6K (+24.1%) | 0.19% +0.047 pp | 0.00% +0.000 pp | USD28.88 +2.2% | 5 qtrs — |
| 40 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 26.3K +26.3K (+100.0%) | 776.9K +776.9K (+100.0%) | 0.19% +0.189 pp | 0.03% +0.027 pp | USD29.52 +0.0% | 1 qtrs NEW |
| 41 | HBW ADVISORY SERVICES LLC | 24.8K +— (+0.0%) | 731.5K +13.9K (+1.9%) | 0.17% 0.000 pp | 0.08% -0.001 pp | USD25.36 +16.4% | 18 qtrs — |
| 42 | MILLENNIUM MANAGEMENT LLC | 22.6K +22.6K (+100.0%) | 665.9K +665.9K (+100.0%) | 0.16% +0.162 pp | 0.00% +0.000 pp | USD29.52 +0.0% | 1 qtrs NEW |
| 43 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 20.9K +9.3K (+80.9%) | 616.6K +282.2K (+84.4%) | 0.15% +0.073 pp | 0.01% +0.005 pp | USD29.21 +1.1% | 2 qtrs — |
| 44 | INVESCO LTD. | 20.1K +1.4K (+7.4%) | 593.3K +51.5K (+9.5%) | 0.14% +0.019 pp | 0.00% +0.000 pp | USD28.29 +4.3% | 9 qtrs — |
| 45 | NUVEEN, LLC | 19.8K +— (+0.0%) | 584.0K +11.1K (+1.9%) | 0.14% +0.010 pp | 0.00% +0.000 pp | USD28.76 +2.6% | 4 qtrs — |
| 46 | HIGHTOWER ADVISORS, LLC | 18.5K +— (+0.0%) | 546.7K +10.4K (+1.9%) | 0.12% 0.000 pp | 0.00% +0.000 pp | USD25.58 +15.4% | 24 qtrs — |
| 47 | BNP PARIBAS ARBITRAGE, SNC | 18.4K +8.6K (+88.9%) | 542.1K +260.5K (+92.5%) | 0.13% +0.067 pp | 0.00% +0.000 pp | USD29.72 -0.7% | 5 qtrs — |
| 48 | RHUMBLINE ADVISERS | 17.8K -2.3K (-11.6%) | 524.0K -57.3K (-9.9%) | 0.13% -0.007 pp | 0.00% +0.000 pp | USD27.04 +9.2% | 11 qtrs — |
| 49 | BLAIR WILLIAM & CO/IL | 17.3K +17.3K (+100.0%) | 510.0K +510.0K (+100.0%) | 0.12% +0.124 pp | 0.00% +0.001 pp | USD29.52 +0.0% | 1 qtrs NEW |
| 50 | WELLINGTON MANAGEMENT GROUP LLP | 16.6K +— (+0.0%) | 490.2K +9.3K (+1.9%) | 0.12% +0.008 pp | 0.00% +0.000 pp | USD28.77 +2.6% | 4 qtrs — |
| 51 | WELLS FARGO & COMPANY/MN | 16.0K +5.1K (+46.2%) | 473.6K +155.9K (+49.1%) | 0.12% +0.042 pp | 0.00% +0.000 pp | USD28.90 +2.1% | 24 qtrs — |
| 52 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 14.0K +14.0K (+100.0%) | 412.6K +412.6K (+100.0%) | 0.10% +0.100 pp | 0.00% +0.001 pp | USD29.52 +0.0% | 1 qtrs NEW |
| 53 | DEUTSCHE BANK AG\ | 13.3K +1.4K (+11.3%) | 394.1K +46.6K (+13.4%) | 0.09% +0.009 pp | 0.00% +0.000 pp | USD31.18 -5.3% | 9 qtrs — |
| 54 | ADVISOR GROUP HOLDINGS, INC. | 11.5K +— (+0.0%) | 339.9K -15.4K (-4.3%) | 0.08% +0.006 pp | 0.00% +0.000 pp | USD28.54 +3.4% | 24 qtrs — |
| 55 | RENAISSANCE TECHNOLOGIES LLC | 11.2K -8.5K (-43.1%) | 330.6K -239.9K (-42.0%) | 0.08% -0.051 pp | 0.00% 0.000 pp | USD30.61 -3.6% | 22 qtrs — |
| 56 | STIFEL FINANCIAL CORP | 11.1K +— (+0.0%) | 326.4K +6.2K (+1.9%) | 0.08% +0.006 pp | 0.00% +0.000 pp | USD28.72 +2.8% | 24 qtrs — |
| 57 | HRT FINANCIAL LP | 10.5K +10.5K (+100.0%) | 308.0K +308.0K (+100.0%) | 0.08% +0.075 pp | 0.00% +0.001 pp | USD29.52 +0.0% | 1 qtrs NEW |
| 58 | STATE OF TENNESSEE, TREASURY DEPARTMENT | 10.7K +10.7K (+100.0%) | 306.1K +306.1K (+100.0%) | 0.08% +0.077 pp | 0.00% +0.001 pp | USD29.52 +0.0% | 1 qtrs NEW |
| 59 | QUANTBOT TECHNOLOGIES LP | 10.2K +10.2K (+100.0%) | 299.8K +299.8K (+100.0%) | 0.07% +0.068 pp | 0.01% +0.010 pp | USD29.52 +0.0% | 3 qtrs — |
| 60 | CREATIVE PLANNING | 9.8K +9.8K (+100.0%) | 289.7K +289.7K (+100.0%) | 0.07% +0.070 pp | 0.00% +0.000 pp | USD29.52 +0.0% | 1 qtrs NEW |
| 61 | GRADIENT INVESTMENTS LLC | 9.3K +— (+0.0%) | 275.1K +5.2K (+1.9%) | 0.06% 0.000 pp | 0.00% 0.000 pp | USD28.77 +2.6% | 4 qtrs — |
| 62 | AQUATIC CAPITAL MANAGEMENT LLC | 8.9K +7.3K (+454.6%) | 262.8K +216.3K (+465.4%) | 0.06% +0.053 pp | 0.01% +0.007 pp | USD29.42 +0.3% | 2 qtrs — |
| 63 | THRIVENT FINANCIAL FOR LUTHERANS | 8.8K +8.8K (+100.0%) | 260.0K +260.0K (+100.0%) | 0.06% +0.059 pp | 0.00% +0.001 pp | USD29.52 +0.0% | 1 qtrs NEW |
| 64 | METLIFE INVESTMENT MANAGEMENT, LLC | 8.7K +— (+0.0%) | 255.8K +4.9K (+1.9%) | 0.06% +0.004 pp | 0.00% +0.000 pp | USD26.17 +12.8% | 11 qtrs — |
| 65 | PRICE T ROWE ASSOCIATES INC /MD/ | 8.6K +1.0K (+13.8%) | 254.0K +35.0K (+16.0%) | 0.06% +0.011 pp | 0.00% +0.000 pp | USD28.81 +2.5% | 3 qtrs — |
| 66 | CWM, LLC | 8.2K -31.0 (-0.4%) | 241.0K +3.0K (+1.3%) | 0.06% +0.004 pp | 0.00% 0.000 pp | USD26.95 +9.5% | 12 qtrs — |
| 67 | CAPSTONE FINANCIAL ADVISORS, INC. | 8.1K +— (+0.0%) | 239.1K +4.5K (+1.9%) | 0.06% +0.004 pp | 0.01% +0.000 pp | USD28.77 +2.6% | 4 qtrs — |
| 68 | NWF ADVISORY SERVICES INC. | 8.0K +— (+0.0%) | 236.2K +4.5K (+1.9%) | 0.06% +0.004 pp | 0.03% +0.001 pp | USD25.24 +17.0% | 12 qtrs — |
| 69 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7.9K -3.1K (-28.1%) | 234.4K -85.6K (-26.8%) | 0.06% -0.017 pp | 0.00% 0.000 pp | USD34.08 -13.4% | 6 qtrs — |
| 70 | COMMONWEALTH EQUITY SERVICES, LLC | 7.7K +57.0 (+0.8%) | 225.9K +5.9K (+2.7%) | 0.05% +0.004 pp | 0.00% +0.000 pp | USD28.96 +1.9% | 2 qtrs — |
| 71 | AQR CAPITAL MANAGEMENT LLC | 7.5K +7.5K (+100.0%) | 221.7K +221.7K (+100.0%) | 0.05% +0.054 pp | 0.00% +0.000 pp | USD29.52 +0.0% | 1 qtrs NEW |
| 72 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 6.6K -74.0 (-1.1%) | 195.7K +1.6K (+0.8%) | 0.05% +0.003 pp | 0.00% +0.000 pp | USD28.94 +2.0% | 7 qtrs — |
| 73 | SG AMERICAS SECURITIES, LLC | 6.3K +6.3K (+100.0%) | 185.0K +185.0K (+100.0%) | 0.04% +0.042 pp | 0.00% +0.000 pp | USD29.52 +0.0% | 1 qtrs NEW |
| 74 | QUEST PARTNERS LLC | 4.6K +— (+0.0%) | 135.2K +2.6K (+1.9%) | 0.03% +0.002 pp | 0.01% -0.001 pp | USD28.96 +1.9% | 2 qtrs — |
| 75 | ROYAL BANK OF CANADA | 4.4K +197.0 (+4.7%) | 130.0K +8.0K (+6.6%) | 0.03% +0.004 pp | 0.00% +0.000 pp | USD29.65 -0.4% | 11 qtrs — |
| 76 | NEW YORK STATE COMMON RETIREMENT FUND | 4.3K +— (+0.0%) | 125.7K +2.4K (+1.9%) | 0.03% +0.002 pp | 0.00% +0.000 pp | USD22.97 +28.5% | 11 qtrs — |
| 77 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 3.6K +— (+0.0%) | 105.4K +2.0K (+1.9%) | 0.03% +0.002 pp | 0.00% +0.000 pp | USD33.09 -10.8% | 5 qtrs — |
| 78 | CITIGROUP INC | 2.2K +1.0K (+86.1%) | 64.6K +30.6K (+89.7%) | 0.02% +0.008 pp | 0.00% +0.000 pp | USD30.27 -2.5% | 13 qtrs — |
| 79 | LEGAL & GENERAL GROUP PLC | 1.3K +— (+0.0%) | 38.3K +726.0 (+1.9%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD26.32 +12.2% | 11 qtrs — |
| 80 | RUSSELL INVESTMENTS GROUP, LTD. | 1.2K -104.0 (-7.7%) | 36.6K -2.3K (-5.9%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD31.80 -7.2% | 7 qtrs — |
| 81 | AMERITAS INVESTMENT PARTNERS, INC. | 1.2K -300.0 (-20.5%) | 34.3K -8.0K (-19.0%) | 0.01% -0.001 pp | 0.00% 0.000 pp | USD26.45 +11.6% | 11 qtrs — |
| 82 | JONES FINANCIAL COMPANIES LLLP | 1.1K +— (+0.0%) | 31.7K +183.0 (+0.6%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD28.96 +1.9% | 2 qtrs — |
| 83 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 881.00 -13.0 (-1.5%) | 26.0K +117.0 (+0.5%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD25.72 +14.8% | 11 qtrs — |
| 84 | STERLING CAPITAL MANAGEMENT LLC | 831.00 -156.0 (-15.8%) | 24.5K -4.1K (-14.2%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD29.81 -1.0% | 6 qtrs — |
| 85 | TOWER RESEARCH CAPITAL LLC (TRC) | 733.00 -491.0 (-40.1%) | 21.6K -13.8K (-39.0%) | 0.01% -0.003 pp | 0.00% -0.001 pp | USD28.31 +4.3% | 15 qtrs — |
| 86 | TRUST CO | 675.00 +675.0 (+100.0%) | 19.9K +19.9K (+100.0%) | 0.00% +0.005 pp | 0.00% +0.002 pp | USD29.52 +0.0% | 1 qtrs NEW |
| 87 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 602.00 +— (+0.0%) | 17.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD28.96 +1.9% | 2 qtrs — |
| 88 | FIFTH THIRD BANCORP | 551.00 +— (+0.0%) | 16.3K +309.0 (+1.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD25.48 +15.9% | 24 qtrs — |
| 89 | FMR LLC | 472.00 -62.0 (-11.6%) | 13.9K -1.5K (-9.9%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD29.65 -0.4% | 10 qtrs — |
| 90 | QUARRY LP | 460.00 +460.0 (+100.0%) | 13.6K +13.6K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.002 pp | USD29.52 +0.0% | 1 qtrs NEW |
| 91 | AMALGAMATED BANK | 449.00 +161.0 (+55.9%) | 13.0K +5.0K (+62.5%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD26.00 +13.5% | 11 qtrs — |
| 92 | CRANBROOK WEALTH MANAGEMENT, LLC | 434.00 +— (+0.0%) | 12.8K +243.0 (+1.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD28.96 +1.9% | 2 qtrs — |
| 93 | STATE OF WYOMING | 328.00 +7.0 (+2.2%) | 9.7K +387.0 (+4.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD28.71 +2.8% | 3 qtrs — |
| 94 | GENEOS WEALTH MANAGEMENT INC. | 261.00 +261.0 (+100.0%) | 7.7K +7.7K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD29.52 +0.0% | 4 qtrs — |
| 95 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 210.00 +— (+0.0%) | 6.2K +117.0 (+1.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD28.96 +1.9% | 2 qtrs — |
| 96 | SPIRE WEALTH MANAGEMENT | 205.00 +— (+0.0%) | 6.1K +115.0 (+1.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD28.96 +1.9% | 2 qtrs — |
| 97 | HOEY INVESTMENTS, INC | 135.00 +— (+0.0%) | 4.0K +76.0 (+1.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD28.76 +2.6% | 4 qtrs — |
| 98 | OPTIVER HOLDING B.V. | 122.00 +— (+0.0%) | 3.6K +68.0 (+1.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD28.96 +1.9% | 2 qtrs — |
| 99 | HUNTINGTON NATIONAL BANK | 101.00 +— (+0.0%) | 3.0K +57.0 (+1.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD30.83 -4.2% | 25 qtrs — |
| 100 | UBS ASSET MANAGEMENT AMERICAS INC | 95.00 +95.0 (+100.0%) | 2.8K +2.8K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD29.52 +0.0% | 3 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.58% | 1.51M | 0.65% |
| 2 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.20% | 180.6K | 0.63% |
| 3 | Inspire Small/Mid Cap ETF ISMD | 0.20% | 647.4K | 0.53% |
| 4 | iShares Micro-Cap ETF IWC | 0.11% | 1.63M | 0.60% |
| 5 | State Street SPDR S&P Regional Banking ETF KRE | 0.07% | 3.69M | 0.35% |
| 6 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.07% | 1.11M | 0.47% |
| 7 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.04% | 5.1K | 0.29% |
| 8 | iShares Russell 2000 Value ETF IWN | 0.03% | 4.70M | 0.24% |
| 9 | Vanguard Russell 2000 Value ETF VTWV | 0.03% | 364.0K | 0.06% |
| 10 | Vanguard Global Value Factor ETF VVL.TO | 0.03% | 155.7K | 0.38% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | Potes Kelly | Director / Officer | A-Award | A | Common Stock | 4,416 | 0.00 | — | 47,256 | D | ↗ |
| 2026-04-30 | Henion Bradley | Officer | A-Award | A | Common Stock | 1,455 | 0.00 | — | 6,313 | D | ↗ |
| 2026-04-30 | Greenland Adom | Officer | A-Award | A | Common Stock | 1,506 | 0.00 | — | 17,800 | D | ↗ |
| 2026-04-30 | Burke Michael J. Jr. | Director / Officer | A-Award | A | Common Stock | 2,439 | 0.00 | — | 13,512 | I | ↗ |
| 2026-04-01 | Wendling Michelle M | Director | A-Award | A | Common Stock | 244 | 28.12 | 6.9K | 7,275 | D | ↗ |
| 2026-04-01 | Page Roxanne M | Director | A-Award | A | Common Stock | 244 | 28.12 | 6.9K | 7,120 | D | ↗ |
| 2026-04-01 | PETTY BRIAN P | Director | A-Award | A | Common Stock | 591 | 28.12 | 16.6K | 91,698 | D | ↗ |
| 2026-04-01 | McGinnis Bradley F. | Director | A-Award | A | Common Stock | 591 | 28.12 | 16.6K | 13,730 | D | ↗ |
| 2026-04-01 | McConnell Gregory A | Director | A-Award | A | Common Stock | 244 | 28.12 | 6.9K | 37,244 | D | ↗ |
| 2026-04-01 | Krause Steven Theodore | Director | A-Award | A | Common Stock | 591 | 28.12 | 16.6K | 17,039 | I | ↗ |
| 2026-04-01 | Hicks Randy D | Director | A-Award | A | Common Stock | 591 | 28.12 | 16.6K | 99,526 | I | ↗ |
| 2026-04-01 | Essex Bruce John Jr | Director | A-Award | A | Common Stock | 244 | 28.12 | 6.9K | 250,301 | I | ↗ |
| 2026-04-01 | Coulter Curt E | Director | A-Award | A | Common Stock | 245 | 28.12 | 6.9K | 10,858 | D | ↗ |
| 2026-04-01 | Burrough Eric E | Director | A-Award | A | Common Stock | 591 | 28.12 | 16.6K | 180,988 | D | ↗ |
| 2026-04-01 | Burns Harold J | Director | A-Award | A | Common Stock | 591 | 28.12 | 16.6K | 25,581 | D | ↗ |
| 2026-04-01 | Brophy Keith D. | Director | A-Award | A | Common Stock | 418 | 28.12 | 11.8K | 13,099 | I | ↗ |
| 2026-04-01 | Armock Greg L. | Director | A-Award | A | Common Stock | 591 | 28.12 | 16.6K | 45,881 | I | ↗ |
| 2026-03-12 | Greenland Adom | Officer | P-Purchase | A | Common Stock | 500 | 27.40 | 13.7K | 3,690 | I | ↗ |
| 2026-03-11 | Burrough Eric E | Director | P-Purchase | A | Common Stock | 5,000 | 27.50 | 137.5K | 180,397 | D | ↗ |
| 2026-03-06 | McConnell Gregory A | Director | P-Purchase | A | Common Stock | 1,050 | 27.94 | 29.3K | 37,000 | D | ↗ |
| 2026-03-03 | McGinnis Bradley F. | Director | P-Purchase | A | Common Stock | 1,000 | 29.15 | 29.2K | 15,301 | I | ↗ |
| 2026-02-27 | Burke Michael J. Jr. | Director / Officer | P-Purchase | A | Common Stock | 250 | 28.58 | 7.1K | 2,891 | I | ↗ |
| 2026-02-13 | McConnell Gregory A | Director | P-Purchase | A | Common Stock | 550 | 29.10 | 16.0K | 34,950 | D | ↗ |
| 2026-02-11 | PETTY BRIAN P | Director | S-Sale | D | Common Stock | 15,000 | 29.56 | 443.4K | 91,107 | D | ↗ |
| 2026-02-09 | Krause Steven Theodore | Director | G-Gift | D | Common Stock | 3,125 | 0.00 | — | 29,739 | D | ↗ |
| 2026-01-01 | Wendling Michelle M | Director | A-Award | A | Common Stock | 233 | 29.52 | 6.9K | 7,031 | D | ↗ |
| 2026-01-01 | Page Roxanne M | Director | A-Award | A | Common Stock | 233 | 29.52 | 6.9K | 6,876 | D | ↗ |
| 2026-01-01 | PETTY BRIAN P | Director | A-Award | A | Common Stock | 563 | 29.52 | 16.6K | 106,107 | D | ↗ |
| 2026-01-01 | McGinnis Bradley F. | Director | A-Award | A | Common Stock | 564 | 29.52 | 16.6K | 13,139 | D | ↗ |
| 2026-01-01 | McConnell Gregory A | Director | A-Award | A | Common Stock | 233 | 29.52 | 6.9K | 34,400 | D | ↗ |
| 2026-01-01 | Krause Steven Theodore | Director | A-Award | A | Common Stock | 564 | 29.52 | 16.6K | 16,283 | I | ↗ |
| 2026-01-01 | Hicks Randy D | Director | A-Award | A | Common Stock | 563 | 29.52 | 16.6K | 98,935 | I | ↗ |
| 2026-01-01 | Essex Bruce John Jr | Director | A-Award | A | Common Stock | 233 | 29.52 | 6.9K | 250,057 | I | ↗ |
| 2026-01-01 | Coulter Curt E | Director | A-Award | A | Common Stock | 232 | 29.52 | 6.8K | 10,406 | D | ↗ |
| 2026-01-01 | Burrough Eric E | Director | A-Award | A | Common Stock | 564 | 29.52 | 16.6K | 175,397 | D | ↗ |
| 2026-01-01 | Burns Harold J | Director | A-Award | A | Common Stock | 614 | 29.52 | 18.1K | 24,649 | D | ↗ |
| 2026-01-01 | Brophy Keith D. | Director | A-Award | A | Common Stock | 423 | 29.52 | 12.5K | 12,435 | I | ↗ |
| 2026-01-01 | Armock Greg L. | Director | A-Award | A | Common Stock | 648 | 29.52 | 19.1K | 44,404 | I | ↗ |
| 2025-12-01 | Henion Bradley | Officer | M-Exempt | D | Stock Options (Right to Buy) | 120 | 21.13 | 2.5K | 0 | D | ↗ |
| 2025-11-17 | Burrough Eric E | Director | P-Purchase | A | Common Stock | 5,000 | 28.50 | 142.5K | 174,833 | D | ↗ |
| 2025-10-01 | Wendling Michelle M | Director | A-Award | A | Common Stock | 237 | 28.96 | 6.9K | 6,798 | D | ↗ |
| 2025-10-01 | Page Roxanne M | Director | A-Award | A | Common Stock | 238 | 28.96 | 6.9K | 6,643 | D | ↗ |
| 2025-10-01 | PETTY BRIAN P | Director | A-Award | A | Common Stock | 574 | 28.96 | 16.6K | 105,544 | D | ↗ |
| 2025-10-01 | McGinnis Bradley F. | Director | A-Award | A | Common Stock | 574 | 28.96 | 16.6K | 12,575 | D | ↗ |
| 2025-10-01 | McConnell Gregory A | Director | A-Award | A | Common Stock | 238 | 28.96 | 6.9K | 34,167 | D | ↗ |
| 2025-10-01 | Krause Steven Theodore | Director | A-Award | A | Common Stock | 574 | 28.96 | 16.6K | 15,719 | I | ↗ |
| 2025-10-01 | Hicks Randy D | Director | A-Award | A | Common Stock | 574 | 28.96 | 16.6K | 98,372 | I | ↗ |
| 2025-10-01 | Essex Bruce John Jr | Director | A-Award | A | Common Stock | 238 | 28.96 | 6.9K | 249,824 | I | ↗ |
| 2025-10-01 | Coulter Curt E | Director | A-Award | A | Common Stock | 238 | 28.96 | 6.9K | 10,174 | D | ↗ |
| 2025-10-01 | Burrough Eric E | Director | A-Award | A | Common Stock | 574 | 28.96 | 16.6K | 169,833 | D | ↗ |
| 2025-10-01 | Burns Harold J | Director | A-Award | A | Common Stock | 574 | 28.96 | 16.6K | 24,035 | D | ↗ |
| 2025-10-01 | Brophy Keith D. | Director | A-Award | A | Common Stock | 406 | 28.96 | 11.8K | 12,012 | I | ↗ |
| 2025-10-01 | Armock Greg L. | Director | A-Award | A | Common Stock | 574 | 28.96 | 16.6K | 43,756 | I | ↗ |
| 2025-08-13 | Krause Steven Theodore | Director | G-Gift | D | Common Stock | 660 | 30.38 | 20.1K | 32,815 | D | ↗ |
| 2025-08-12 | Krause Steven Theodore | Director | G-Gift | A | Common Stock | 660 | 28.96 | 19.1K | 5,491 | I | ↗ |
| 2025-07-05 | Krause Steven Theodore | Director | — | — | Common Stock | 0 | 0.00 | — | 36,775 | D | ↗ |
| 2025-07-01 | Wendling Michelle M | Director | A-Award | A | Common Stock | 240 | 28.70 | 6.9K | 6,561 | D | ↗ |
| 2025-07-01 | Page Roxanne M | Director | A-Award | A | Common Stock | 239 | 28.70 | 6.9K | 6,405 | D | ↗ |
| 2025-07-01 | PETTY BRIAN P | Director | A-Award | A | Common Stock | 580 | 28.70 | 16.6K | 104,970 | D | ↗ |
| 2025-07-01 | McGinnis Bradley F. | Director | A-Award | A | Common Stock | 579 | 28.70 | 16.6K | 12,001 | D | ↗ |
| 2025-07-01 | McConnell Gregory A | Director | A-Award | A | Common Stock | 239 | 28.70 | 6.9K | 33,929 | D | ↗ |
| 2025-07-01 | Hicks Randy D | Director | A-Award | A | Common Stock | 495 | 28.70 | 14.2K | 97,798 | I | ↗ |
| 2025-07-01 | HENDON JACK | Director | A-Award | A | Common Stock | 239 | 28.70 | 6.9K | 9,098 | I | ↗ |
| 2025-07-01 | Essex Bruce John Jr | Director | A-Award | A | Common Stock | 239 | 28.70 | 6.9K | 249,586 | I | ↗ |
| 2025-07-01 | Coulter Curt E | Director | A-Award | A | Common Stock | 239 | 28.70 | 6.9K | 9,843 | D | ↗ |
| 2025-07-01 | Burrough Eric E | Director | A-Award | A | Common Stock | 579 | 28.70 | 16.6K | 169,259 | D | ↗ |
| 2025-07-01 | Burns Harold J | Director | A-Award | A | Common Stock | 579 | 28.70 | 16.6K | 23,309 | D | ↗ |
| 2025-07-01 | Brophy Keith D. | Director | A-Award | A | Common Stock | 410 | 28.70 | 11.8K | 11,497 | I | ↗ |
| 2025-07-01 | Armock Greg L. | Director | A-Award | A | Common Stock | 580 | 28.70 | 16.6K | 42,776 | I | ↗ |
| 2025-04-30 | Potes Kelly | Director / Officer | F-InKind | D | Common Stock | 669 | 28.43 | 19.0K | 40,295 | D | ↗ |
| 2025-04-30 | Henion Bradley | Officer | F-InKind | D | Common Stock | 209 | 28.43 | 5.9K | 4,218 | D | ↗ |
| 2025-04-30 | Greenland Adom | Officer | F-InKind | D | Common Stock | 185 | 28.43 | 5.3K | 14,807 | D | ↗ |
| 2025-04-30 | Burke Michael J Jr | Director / Officer | F-InKind | D | Common Stock | 458 | 28.43 | 13.0K | 9,660 | I | ↗ |
| 2025-04-01 | Wendling Michelle M | Director | A-Award | A | Common Stock | 239 | 28.77 | 6.9K | 6,321 | D | ↗ |
| 2025-04-01 | Page Roxanne M | Director | A-Award | A | Common Stock | 239 | 28.77 | 6.9K | 6,166 | D | ↗ |
| 2025-04-01 | PETTY BRIAN P | Director | A-Award | A | Common Stock | 747 | 28.77 | 21.5K | 104,390 | D | ↗ |
| 2025-04-01 | McGinnis Bradley F. | Director | A-Award | A | Common Stock | 578 | 28.77 | 16.6K | 11,422 | D | ↗ |
| 2025-04-01 | McConnell Gregory A | Director | A-Award | A | Common Stock | 239 | 28.77 | 6.9K | 33,690 | D | ↗ |
| 2025-04-01 | Hicks Randy D | Director | A-Award | A | Common Stock | 635 | 28.77 | 18.3K | 97,303 | I | ↗ |
| 2025-04-01 | HENDON JACK | Director | A-Award | A | Common Stock | 240 | 28.77 | 6.9K | 8,695 | I | ↗ |
| 2025-04-01 | Essex Bruce John Jr | Director | A-Award | A | Common Stock | 239 | 28.77 | 6.9K | 249,347 | I | ↗ |
| 2025-04-01 | Coulter Curt E | Director | A-Award | A | Common Stock | 578 | 28.77 | 16.6K | 9,429 | D | ↗ |
| 2025-04-01 | Burrough Eric E | Director | A-Award | A | Common Stock | 578 | 28.77 | 16.6K | 168,680 | D | ↗ |
| 2025-04-01 | Burns Harold J | Director | A-Award | A | Common Stock | 578 | 28.77 | 16.6K | 22,446 | D | ↗ |
| 2025-04-01 | Brophy Keith D. | Director | A-Award | A | Common Stock | 408 | 28.77 | 11.7K | 10,882 | I | ↗ |
| 2025-04-01 | Armock Greg L. | Director | A-Award | A | Common Stock | 577 | 28.77 | 16.6K | 41,408 | I | ↗ |
| 2025-03-14 | Coulter Curt E | Director | P-Purchase | A | Common Stock | 10 | 29.78 | 297.80 | 8,851 | D | ↗ |
| 2025-03-01 | POTES KELLY | Director / Officer | A-Award | A | Common Stock | 270 | 0.00 | — | 40,964 | D | ↗ |
| 2025-03-01 | PETTY BRIAN P | Director | — | — | Common Stock | 0 | 0.00 | — | 4,000 | D | ↗ |
| 2025-03-01 | Hicks Randy D | Director | A-Award | A | Common Stock | 96,668 | 0.00 | — | 96,668 | I | ↗ |
| 2025-03-01 | Burrough Eric E | Director | A-Award | A | Common Stock | 6,750 | 0.00 | — | 168,102 | D | ↗ |
| 2025-03-01 | Burke Michael J Jr | Director / Officer | A-Award | A | Common Stock | 405 | 0.00 | — | 10,023 | I | ↗ |
| 2025-02-18 | McGinnis Bradley F. | Director | P-Purchase | A | Common Stock | 1,000 | 32.84 | 32.8K | 14,301 | I | ↗ |
| 2025-01-01 | Wendling Michelle M | Director | A-Award | A | Common Stock | 219 | 35.64 | 7.8K | 6,082 | D | ↗ |
| 2025-01-01 | Page Roxanne M | Director | A-Award | A | Common Stock | 140 | 35.64 | 5.0K | 5,927 | D | ↗ |
| 2025-01-01 | McGinnis Bradley F. | Director | A-Award | A | Common Stock | 414 | 35.64 | 14.8K | 10,844 | D | ↗ |
| 2025-01-01 | McConnell Gregory A | Director | A-Award | A | Common Stock | 140 | 35.64 | 5.0K | 33,451 | D | ↗ |
| 2025-01-01 | HENDON JACK | Director | A-Award | A | Common Stock | 140 | 35.64 | 5.0K | 8,391 | I | ↗ |
| 2025-01-01 | Essex Bruce John Jr | Director | A-Award | A | Common Stock | 140 | 35.64 | 5.0K | 249,108 | I | ↗ |
| 2025-01-01 | Coulter Curt E | Director | A-Award | A | Common Stock | 456 | 35.64 | 16.3K | 8,775 | D | ↗ |
| 2025-01-01 | Burrough Eric E | Director | A-Award | A | Common Stock | 414 | 35.64 | 14.8K | 161,352 | D | ↗ |
| 2025-01-01 | Burns Harold J | Director | A-Award | A | Common Stock | 456 | 35.64 | 16.3K | 21,760 | D | ↗ |
| 2025-01-01 | Brophy Keith D. | Director | A-Award | A | Common Stock | 298 | 35.64 | 10.6K | 10,396 | I | ↗ |
| 2025-01-01 | Armock Greg L. | Director | A-Award | A | Common Stock | 484 | 35.64 | 17.2K | 40,522 | I | ↗ |
| 2024-10-01 | Wendling Michelle M | Director | A-Award | A | Common Stock | 241 | 30.91 | 7.4K | 5,863 | D | ↗ |
| 2024-10-01 | Page Roxanne M | Director | A-Award | A | Common Stock | 162 | 30.91 | 5.0K | 5,787 | D | ↗ |
| 2024-10-01 | McGinnis Bradley F. | Director | A-Award | A | Common Stock | 477 | 30.91 | 14.7K | 10,430 | D | ↗ |
| 2024-10-01 | McConnell Gregory A | Director | A-Award | A | Common Stock | 162 | 30.91 | 5.0K | 33,311 | D | ↗ |
| 2024-10-01 | HENDON JACK | Director | A-Award | A | Common Stock | 161 | 30.91 | 5.0K | 8,251 | I | ↗ |
| 2024-10-01 | Essex Bruce John Jr | Director | A-Award | A | Common Stock | 162 | 30.91 | 5.0K | 248,968 | I | ↗ |
| 2024-10-01 | Coulter Curt E | Director | A-Award | A | Common Stock | 477 | 30.91 | 14.7K | 8,319 | D | ↗ |
| 2024-10-01 | Burrough Eric E | Director | A-Award | A | Common Stock | 477 | 30.91 | 14.7K | 160,938 | D | ↗ |
| 2024-10-01 | Burns Harold J | Director | A-Award | A | Common Stock | 477 | 30.91 | 14.7K | 21,304 | D | ↗ |
| 2024-10-01 | Brophy Keith D. | Director | A-Award | A | Common Stock | 320 | 30.91 | 9.9K | 10,098 | I | ↗ |
| 2024-10-01 | Armock Greg L. | Director | A-Award | A | Common Stock | 478 | 30.91 | 14.8K | 40,038 | I | ↗ |
| 2024-08-09 | Burke Michael J Jr | Director / Officer | P-Purchase | A | Common Stock | 500 | 26.75 | 13.4K | 2,500 | — | ↗ |
| 2024-08-05 | POTES KELLY | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 26.55 | 26.6K | 4,000 | — | ↗ |
| 2024-08-02 | Burke Michael J Jr | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 27.25 | 27.3K | 2,000 | — | ↗ |
| 2024-07-25 | Wendling Michelle M | Director | P-Purchase | A | Common Stock | 400 | 25.00 | 10.0K | 5,622 | — | ↗ |
| 2024-07-25 | POTES KELLY | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 25.00 | 50.0K | 40,133 | — | ↗ |
| 2024-07-25 | McConnell Gregory A | Director | P-Purchase | A | Common Stock | 4,000 | 25.00 | 100.0K | 33,149 | — | ↗ |
| 2024-07-25 | HENDON JACK | Director | P-Purchase | A | Common Stock | 6,000 | 25.00 | 150.0K | 6,000 | — | ↗ |
| 2024-07-25 | Greenland Adom | Officer | P-Purchase | A | Common Stock | 2,000 | 25.00 | 50.0K | 13,867 | — | ↗ |
| 2024-07-25 | Essex Bruce John Jr | Director | P-Purchase | A | Common Stock | 12,000 | 25.00 | 300.0K | 248,806 | — | ↗ |
| 2024-07-25 | Burrough Eric E | Director | P-Purchase | A | Common Stock | 16,000 | 25.00 | 400.0K | 160,461 | — | ↗ |
| 2024-07-25 | Burns Harold J | Director | P-Purchase | A | Common Stock | 2,000 | 25.00 | 50.0K | 20,587 | — | ↗ |
| 2024-07-25 | Brophy Keith D. | Director | P-Purchase | A | Common Stock | 1,000 | 25.00 | 25.0K | 8,556 | — | ↗ |
| 2024-07-25 | Armock Greg L. | Director | P-Purchase | A | Common Stock | 6,000 | 25.00 | 150.0K | 16,792 | — | ↗ |
| 2024-07-01 | Wendling Michelle M | Director | A-Award | A | Common Stock | 259 | 28.65 | 7.4K | 5,222 | — | ↗ |
| 2024-07-01 | Page Roxanne M | Director | A-Award | A | Common Stock | 175 | 28.65 | 5.0K | 5,625 | — | ↗ |
| 2024-07-01 | McGinnis Bradley F. | Director | A-Award | A | Common Stock | 515 | 28.65 | 14.8K | 9,953 | — | ↗ |
| 2024-07-01 | McConnell Gregory A | Director | A-Award | A | Common Stock | 175 | 28.65 | 5.0K | 29,149 | — | ↗ |
| 2024-07-01 | HENDON JACK | Director | A-Award | A | Common Stock | 175 | 28.65 | 5.0K | 7,947 | — | ↗ |
| 2024-07-01 | Essex Bruce John Jr | Director | A-Award | A | Common Stock | 175 | 28.65 | 5.0K | 236,806 | — | ↗ |
| 2024-07-01 | Coulter Curt E | Director | A-Award | A | Common Stock | 515 | 28.65 | 14.8K | 7,707 | — | ↗ |
| 2024-07-01 | Burrough Eric E | Director | A-Award | A | Common Stock | 515 | 28.65 | 14.8K | 144,461 | — | ↗ |
| 2024-07-01 | Burns Harold J | Director | A-Award | A | Common Stock | 515 | 28.65 | 14.8K | 18,587 | — | ↗ |
| 2024-07-01 | Brophy Keith D. | Director | A-Award | A | Common Stock | 344 | 28.65 | 9.9K | 9,607 | — | ↗ |
| 2024-07-01 | Armock Greg L. | Director | A-Award | A | Common Stock | 514 | 28.65 | 14.7K | 38,859 | — | ↗ |
| 2024-04-30 | POTES KELLY | Director / Officer | A-Award | A | Common Stock | 1,606 | 0.00 | — | 38,133 | — | ↗ |
| 2024-04-30 | Henion Bradley | Officer | A-Award | A | Common Stock | 560 | 0.00 | — | 4,331 | — | ↗ |
| 2024-04-30 | Greenland Adom | Officer | A-Award | A | Common Stock | 560 | 0.00 | — | 11,867 | — | ↗ |
| 2024-04-30 | Burke Michael J Jr | Director / Officer | A-Award | A | Common Stock | 812 | 0.00 | — | 9,265 | — | ↗ |
| 2024-04-15 | POTES KELLY | Director / Officer | F-InKind | D | Common Stock | 872 | 22.19 | 19.3K | 36,527 | — | ↗ |
| 2024-04-15 | Henion Bradley | Officer | F-InKind | D | Common Stock | 220 | 22.19 | 4.9K | 3,771 | — | ↗ |
| 2024-04-15 | Greenland Adom | Officer | F-InKind | D | Common Stock | 225 | 22.19 | 5.0K | 11,307 | — | ↗ |
| 2024-04-15 | Burke Michael J Jr | Director / Officer | F-InKind | D | Common Stock | 572 | 22.19 | 12.7K | 8,453 | — | ↗ |
| 2024-04-01 | Wendling Michelle M | Director | A-Award | A | Common Stock | 272 | 27.35 | 7.4K | 4,963 | — | ↗ |
| 2024-04-01 | Page Roxanne M | Director | A-Award | A | Common Stock | 183 | 27.35 | 5.0K | 5,450 | — | ↗ |
| 2024-04-01 | McGinnis Bradley F. | Director | A-Award | A | Common Stock | 539 | 27.35 | 14.7K | 9,438 | — | ↗ |
| 2024-04-01 | McConnell Gregory A | Director | A-Award | A | Common Stock | 183 | 27.35 | 5.0K | 28,974 | — | ↗ |
| 2024-04-01 | HENDON JACK | Director | A-Award | A | Common Stock | 183 | 27.35 | 5.0K | 7,698 | — | ↗ |
| 2024-04-01 | Essex Bruce John Jr | Director | A-Award | A | Common Stock | 183 | 27.35 | 5.0K | 236,631 | — | ↗ |
| 2024-04-01 | Coulter Curt E | Director | A-Award | A | Common Stock | 361 | 27.35 | 9.9K | 7,125 | — | ↗ |
| 2024-04-01 | Burrough Eric E | Director | A-Award | A | Common Stock | 539 | 27.35 | 14.7K | 143,946 | — | ↗ |
| 2024-04-01 | Burns Harold J | Director | A-Award | A | Common Stock | 539 | 27.35 | 14.7K | 17,940 | — | ↗ |
| 2024-04-01 | Brophy Keith D. | Director | A-Award | A | Common Stock | 361 | 27.35 | 9.9K | 9,176 | — | ↗ |
| 2024-04-01 | Armock Greg L. | Director | A-Award | A | Common Stock | 540 | 27.35 | 14.8K | 37,973 | — | ↗ |
| 2024-01-01 | Wendling Michelle M | Director | A-Award | A | Common Stock | 267 | 29.30 | 7.8K | 4,691 | — | ↗ |
| 2024-01-01 | Page Roxanne M | Director | A-Award | A | Common Stock | 170 | 29.30 | 5.0K | 5,267 | — | ↗ |
| 2024-01-01 | McGinnis Bradley F. | Director | A-Award | A | Common Stock | 503 | 29.30 | 14.7K | 8,899 | — | ↗ |
| 2024-01-01 | McConnell Gregory A | Director | A-Award | A | Common Stock | 170 | 29.30 | 5.0K | 28,791 | — | ↗ |
| 2024-01-01 | HENDON JACK | Director | A-Award | A | Common Stock | 170 | 29.30 | 5.0K | 7,515 | — | ↗ |
| 2024-01-01 | Essex Bruce John Jr | Director | A-Award | A | Common Stock | 170 | 29.30 | 5.0K | 236,448 | — | ↗ |
| 2024-01-01 | Coulter Curt E | Director | A-Award | A | Common Stock | 363 | 29.30 | 10.6K | 6,764 | — | ↗ |
| 2024-01-01 | Burrough Eric E | Director | A-Award | A | Common Stock | 503 | 29.30 | 14.7K | 143,407 | — | ↗ |
| 2024-01-01 | Burns Harold J | Director | A-Award | A | Common Stock | 555 | 29.30 | 16.3K | 17,401 | — | ↗ |
| 2024-01-01 | Brophy Keith D. | Director | A-Award | A | Common Stock | 363 | 29.30 | 10.6K | 8,815 | — | ↗ |
| 2024-01-01 | Armock Greg L. | Director | A-Award | A | Common Stock | 588 | 29.30 | 17.2K | 37,433 | — | ↗ |
| 2023-12-15 | POTES KELLY | Director / Officer | F-InKind | D | Common Stock | 5,474 | 31.07 | 170.1K | 36,995 | — | ↗ |
| 2023-12-15 | Greenland Adom | Officer | M-Exempt | D | Stock Option (Right to Buy) | 1,500 | 27.25 | 40.9K | 0 | — | ↗ |
| 2023-12-04 | POTES KELLY | Director / Officer | S-Sale | D | Common Stock | 2,690 | 25.75 | 69.3K | 3,000 | — | ↗ |
| 2023-11-09 | Armock Greg L. | Director | P-Purchase | A | Common Stock | 138 | 20.14 | 2.8K | 10,591 | — | ↗ |
| 2023-11-08 | Coulter Curt E | Director | P-Purchase | A | Common Stock | 585 | 22.01 | 12.9K | 1,338 | — | ↗ |
| 2023-11-07 | Burke Michael J Jr | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 21.97 | 22.0K | 1,000 | — | ↗ |
| 2023-11-03 | Armock Greg L. | Director | P-Purchase | A | Common Stock | 4,826 | 20.14 | 97.2K | 10,453 | — | ↗ |
| 2023-11-02 | McConnell Gregory A | Director | P-Purchase | A | Common Stock | 1,200 | 20.10 | 24.1K | 28,621 | — | ↗ |
| 2023-11-02 | Essex Bruce John Jr | Director | P-Purchase | A | Common Stock | 4,693 | 19.82 | 93.0K | 236,278 | — | ↗ |
| 2023-10-23 | Churchill David J | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-01 | Wendling Michelle M | Director | A-Award | A | Common Stock | 235 | 19.64 | 4.6K | 4,424 | — | ↗ |
| 2023-10-01 | Page Roxanne M | Director | A-Award | A | Common Stock | 127 | 19.64 | 2.5K | 5,097 | — | ↗ |
| 2023-10-01 | McGinnis Bradley F. | Director | A-Award | A | Common Stock | 560 | 19.64 | 11.0K | 8,396 | — | ↗ |
| 2023-10-01 | McConnell Gregory A | Director | A-Award | A | Common Stock | 127 | 19.64 | 2.5K | 27,421 | — | ↗ |
| 2023-10-01 | HENDON JACK | Director | A-Award | A | Common Stock | 128 | 19.64 | 2.5K | 7,282 | — | ↗ |
| 2023-10-01 | Essex Bruce John Jr | Director | A-Award | A | Common Stock | 127 | 19.64 | 2.5K | 231,585 | — | ↗ |
| 2023-10-01 | Coulter Curt E | Director | A-Award | A | Common Stock | 343 | 19.64 | 6.7K | 6,346 | — | ↗ |
| 2023-10-01 | Churchill David J | Director | A-Award | A | Common Stock | 236 | 19.64 | 4.6K | 3,104 | — | ↗ |
| 2023-10-01 | Burrough Eric E | Director | A-Award | A | Common Stock | 560 | 19.64 | 11.0K | 142,904 | — | ↗ |
| 2023-10-01 | Burns Harold J | Director | A-Award | A | Common Stock | 560 | 19.64 | 11.0K | 16,738 | — | ↗ |
| 2023-10-01 | Brophy Keith D. | Director | A-Award | A | Common Stock | 343 | 19.64 | 6.7K | 8,380 | — | ↗ |
| 2023-10-01 | Armock Greg L. | Director | A-Award | A | Common Stock | 561 | 19.64 | 11.0K | 36,532 | — | ↗ |
| 2023-07-01 | Wendling Michelle M | Director | A-Award | A | Common Stock | 201 | 23.00 | 4.6K | 4,189 | — | ↗ |
| 2023-07-01 | Page Roxanne M | Director | A-Award | A | Common Stock | 109 | 23.00 | 2.5K | 4,970 | — | ↗ |
| 2023-07-01 | McGinnis Bradley F. | Director | A-Award | A | Common Stock | 479 | 23.00 | 11.0K | 7,836 | — | ↗ |
| 2023-07-01 | McConnell Gregory A | Director | A-Award | A | Common Stock | 109 | 23.00 | 2.5K | 27,294 | — | ↗ |
| 2023-07-01 | HENDON JACK | Director | A-Award | A | Common Stock | 109 | 23.00 | 2.5K | 6,995 | — | ↗ |
| 2023-07-01 | Essex Bruce John Jr | Director | A-Award | A | Common Stock | 109 | 23.00 | 2.5K | 231,458 | — | ↗ |
| 2023-07-01 | Coulter Curt E | Director | A-Award | A | Common Stock | 294 | 23.00 | 6.8K | 5,872 | — | ↗ |
| 2023-07-01 | Churchill David J | Director | A-Award | A | Common Stock | 201 | 23.00 | 4.6K | 2,805 | — | ↗ |
| 2023-07-01 | Burrough Eric E | Director | A-Award | A | Common Stock | 479 | 23.00 | 11.0K | 142,344 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Kelly J. Potes Chief Executive Officer of ChoiceOne and ChoiceOne Bank | 550.0K | — | 260.7K | — | 325.9K | 45.1K | 1.18M | 22.06% | ↗ |
| 2 | 2025 | Michael (Mike) J. Burke, Jr. President of ChoiceOne and ChoiceOne Bank | 405.0K | — | 144.0K | — | 216.0K | 40.5K | 805.5K | 17.88% | ↗ |
| 3 | 2025 | Adom J. Greenland Executive Vice President & Chief Financial Officer of ChoiceOne Bank | 300.0K | — | 88.9K | — | 142.2K | 15.4K | 546.5K | 16.26% | ↗ |
| 4 | 2025 | Bradley A. Henion Executive Vice President & Chief Lending Officer of ChoiceOne Bank | 290.0K | — | 85.9K | — | 137.5K | 16.1K | 529.4K | 16.23% | ↗ |
| 5 | 2024 | Kelly J. Potes Chief Executive Officer of ChoiceOne and ChoiceOne Bank | 488.0K | — | 157.1K | — | 202.0K | 41.2K | 888.4K | 17.69% | ↗ |
| 6 | 2024 | Michael (Mike) J. Burke, Jr. President of ChoiceOne and ChoiceOne Bank | 370.0K | — | 85.1K | — | 136.2K | 35.5K | 626.8K | 13.58% | ↗ |
| 7 | 2024 | Bradley A. Henion Executive Vice President & Chief Lending Officer of ChoiceOne Bank | 255.0K | — | 46.9K | — | 82.1K | 13.1K | 397.1K | 11.81% | ↗ |
| 8 | 2023 | Kelly J. Potes Chief Executive Officer of ChoiceOne and ChoiceOne Bank | 468.0K | — | 94.1K | — | 125.4K | 34.8K | 722.3K | 13.02% | ↗ |
| 9 | 2023 | Michael (Mike) J. Burke, Jr. President of ChoiceOne and ChoiceOne Bank | 355.0K | — | 47.6K | — | 83.2K | 23.0K | 508.8K | 9.35% | ↗ |
| 10 | 2023 | Bradley A. Henion Executive Vice President & Chief Lending Officer of ChoiceOne Bank | 245.0K | — | 32.8K | — | 49.2K | 9.5K | 336.6K | 9.75% | ↗ |
| 11 | 2022 | Kelly J. Potes Chief Executive Officer of ChoiceOne and ChoiceOne Bank | 400.0K | — | 91.2K | — | 121.6K | 33.4K | 646.2K | 14.11% | ↗ |
| 12 | 2022 | Michael (Mike) J. Burke, Jr. President of ChoiceOne and ChoiceOne Bank | 330.0K | — | 50.2K | — | 87.8K | 20.3K | 488.2K | 10.27% | ↗ |
| 13 | 2022 | Bradley A. Henion Senior Vice President & Chief Lending Officer of ChoiceOne Bank | 225.0K | — | 27.8K | — | 55.6K | 6.8K | 315.2K | 8.82% | ↗ |
| 14 | 2022 | Bradley A. Henion Executive Vice President & Chief Lending Officer of ChoiceOne Bank | 225.0K | — | 27.8K | — | 55.6K | 6.8K | 315.2K | 8.82% | ↗ |
| 15 | 2021 | Kelly J. Potes Chief Executive Officer of ChoiceOne and ChoiceOne Bank | 380.0K | — | 104.5K | — | 146.3K | 31.5K | 662.3K | 15.78% | ↗ |
| 16 | 2021 | Michael J. Burke Jr. President of ChoiceOne and ChoiceOne Bank | 320.0K | — | 70.1K | — | 105.6K | 27.1K | 522.8K | 13.42% | ↗ |
| 17 | 2021 | Michael (Mike) J. Burke, Jr. President of ChoiceOne and ChoiceOne Bank | 320.0K | — | 70.4K | — | 105.6K | 17.3K | 513.3K | 13.72% | ↗ |
| 18 | 2021 | Bradley A. Henion Senior Vice President & Chief Lending Officer of ChoiceOne Bank | 210.0K | — | 32.6K | — | 65.2K | 6.3K | 314.2K | 10.38% | ↗ |
| 19 | 2020 | Kelly J. Potes Chief Executive Officer of ChoiceOne and ChoiceOne Bank | 360.0K | — | 44.7K | — | 118.8K | 27.0K | 550.5K | 8.13% | ↗ |
| 20 | 2020 | Michael J. Burke Jr. President of ChoiceOne and ChoiceOne Bank | 310.0K | — | 35.0K | — | 85.3K | 20.8K | 451.0K | 7.75% | ↗ |
| 21 | 2020 | Bradley A. Henion Senior Vice President & Chief Lending Officer of ChoiceOne Bank | 187.0K | — | 23.9K | — | 39.8K | 3.6K | 260.4K | 9.16% | ↗ |
| 22 | 2019 | Kelly J. Potes Chief Executive Officer of ChoiceOne and President & Chief Executive Officer of ChoiceOne Bank | 286.7K | — | 19.2K | 21.8K | 80.0K | 20.5K | 428.3K | 9.58% | ↗ |
| 23 | 2019 | Michael J. Burke , Jr. President of ChoiceOne and President & Chief Executive Officer of Lake stone Bank & Trust | 76.1K | 60.0K | — | — | — | 250.0K | 386.1K | 0.00% | ↗ |
| 24 | 2019 | Bradley A. Henion Vice President of ChoiceOne and Senior Vice President & Chief Lending Officer of ChoiceOne Bank | 169.4K | — | 19.2K | 5.5K | 13.6K | 3.0K | 210.6K | 11.70% | ↗ |
| 25 | 2018 | Kelly J. Potes Chief Executive Officer of ChoiceOne and President & Chief Executive Officer of ChoiceOne Bank | 255.0K | — | 15.6K | 25.0K | 35.0K | 17.0K | 347.6K | 11.69% | ↗ |
| 26 | 2018 | Kelly J. Potes President and Ch ief Execut ive Officer of ChoiceOne and Bank | 255.0K | — | 15.6K | 25.0K | 35.0K | 17.0K | 347.6K | 11.69% | ↗ |
| 27 | 2018 | Bradley A. Henion Vice President of ChoiceOne and Senior Vice President of Bank | 163.0K | — | 15.6K | 6.3K | 15.2K | 2.9K | 203.0K | 10.76% | ↗ |
| 28 | 2018 | Bradley A. Henion Vice President of ChoiceOne and Senior Vice President & Chief Lending Officer of ChoiceOne Bank | 163.0K | — | 15.6K | 6.3K | 15.2K | 2.9K | 203.0K | 10.76% | ↗ |
| 29 | 2018 | Adom J. Greenland Senior Vice President o f B ank | 151.2K | — | 15.6K | 6.3K | 14.0K | 5.5K | 192.6K | 11.35% | ↗ |
| 30 | 2017 | Kelly J. Potes President and Ch ief Execut ive Officer of ChoiceOne and Bank | 250.5K | — | 11.5K | 12.8K | 25.0K | 16.9K | 316.7K | 7.67% | ↗ |
| 31 | 2017 | Kelly J. Potes President and Chief Executive Officer of ChoiceOne and Bank | 250.5K | — | 11.5K | 12.8K | 25.0K | 16.9K | 316.7K | 7.67% | ↗ |
| 32 | 2017 | Bradley A. Henion Vice President of ChoiceOne and Senior Vice President of Bank | 157.9K | — | 11.5K | 3.2K | 13.4K | 2.6K | 188.6K | 7.79% | ↗ |
| 33 | 2017 | Adom J. Greenland Senior Vice President of Bank | 145.0K | — | 11.5K | 3.2K | 9.2K | 5.0K | 173.9K | 8.45% | ↗ |
| 34 | 2017 | Adom J. Greenland Senior Vice President o f B ank | 145.0K | — | 11.5K | 3.2K | 9.2K | 5.0K | 173.9K | 8.45% | ↗ |
| 35 | 2016 | Kelly J. Potes President and Chief Executive Officer of ChoiceOne and Bank | 231.4K | — | 14.2K | — | 20.0K | 15.4K | 281.1K | 5.06% | ↗ |
| 36 | 2016 | Kelly J. Potes President and Chief Executiv e Officer of ChoiceOne and Bank | 231.4K | — | 14.2K | — | 20.0K | 15.4K | 281.1K | 5.06% | ↗ |
| 37 | 2016 | James A. Bosserd Chief Executive Officer of ChoiceOne and Bank | 175.4K | — | 14.2K | — | 30.0K | 9.2K | 228.9K | 6.21% | ↗ |
| 38 | 2016 | Bradley A. Henion Vice President of ChoiceOne and Senior Vice President of Bank | 150.0K | — | 14.2K | — | — | 2.5K | 166.7K | 8.53% | ↗ |
| 39 | 2016 | Lee A. Braford Senior Vice President of Bank | 127.3K | — | 14.2K | — | 8.7K | 5.1K | 155.3K | 9.16% | ↗ |
| 40 | 2015 | James A. Bosserd Chief Executive Officer of ChoiceOne and Bank | 295.9K | — | 13.8K | 28.3K | 35.0K | 18.2K | 391.2K | 10.77% | ↗ |
| 41 | 2015 | Kelly J. Potes President and Chief Executiv e Officer of ChoiceOne and Bank | 198.5K | — | 13.8K | 28.3K | 10.7K | 10.4K | 261.7K | 16.09% | ↗ |
| 42 | 2015 | Kelly Potes President of ChoiceOne and Bank | 198.5K | — | 13.8K | 28.3K | 10.7K | 10.4K | 261.7K | 16.09% | ↗ |
| 43 | 2015 | Louis Knooihuizen Senior Vice President of ChoiceOne and Bank | 136.0K | — | 13.8K | 7.1K | 9.5K | 7.6K | 174.1K | 12.00% | ↗ |
| 44 | 2014 | James A. Bosserd Chief Executive Officer of ChoiceOne and Bank | 311.8K | — | 14.4K | — | — | 18.4K | 344.7K | 4.19% | ↗ |
| 45 | 2014 | James A. Bosserd President and Chief Executive Officer of ChoiceOne and Bank | 311.8K | — | 14.4K | — | — | 18.4K | 344.7K | 4.19% | ↗ |
| 46 | 2014 | Kelly Potes Senior Vice President of Bank and Insurance | 174.6K | — | 9.6K | — | — | 5.5K | 189.8K | 5.07% | ↗ |
| 47 | 2014 | Kelly Potes President of ChoiceOne and Bank | 174.6K | — | 9.6K | — | — | 5.5K | 189.8K | 5.07% | ↗ |
| 48 | 2014 | Louis Knooihuizen Senior Vice President of ChoiceOne and Bank | 145.2K | — | 9.6K | — | — | 7.5K | 162.3K | 5.93% | ↗ |
| 49 | 2013 | James A. Bosserd President and Chief Executive Officer of ChoiceOne and Bank | 258.8K | — | — | — | — | 8.9K | 267.6K | 0.00% | ↗ |
| 50 | 2013 | Kelly Potes Senior Vice President of Bank and Insurance | 139.2K | — | — | — | — | 4.7K | 143.9K | 0.00% | ↗ |
| 51 | 2013 | Louis Knooihuizen Senior Vice President of ChoiceOne and Bank | 126.9K | — | — | — | — | 5.4K | 132.3K | 0.00% | ↗ |
| 52 | 2012 | James A. Bosserd President and Chief Executive Officer of ChoiceOne and Bank | 277.5K | — | — | — | — | 9.1K | 286.6K | 0.00% | ↗ |
| 53 | 2012 | Kelly Potes Senior Vice President of Bank and Insurance | 158.1K | — | — | — | — | 5.1K | 163.2K | 0.00% | ↗ |
| 54 | 2012 | Louis Knooihuizen Senior Vice President of ChoiceOne and Bank | 134.4K | — | — | — | — | 5.6K | 140.0K | 0.00% | ↗ |
| 55 | 2011 | James A. Bosserd President and Chief Executive Officer of ChoiceOne and Bank | 240.1K | — | — | — | — | 8.5K | 248.6K | 0.00% | ↗ |
| 56 | 2011 | Kelly Potes Senior Vice President of Bank and Insurance | 153.2K | — | — | — | — | 4.9K | 158.1K | 0.00% | ↗ |
| 57 | 2006 | James A. Bosserd, President and Chief Executive Officer | 176.7K | 40.0K | — | 10.5K | — | 8.5K | 235.7K | 4.43% | ↗ |
| 58 | 2006 | Louis Knooihuizen, Senior Vice President, Commercial Loans | 103.0K | 10.0K | — | 3.1K | 678.00 | 5.3K | 122.1K | 2.57% | ↗ |
| 59 | 2006 | Kelly Potes, Senior Vice President, Investments | 97.6K | 13.3K | — | 2.1K | — | 4.4K | 117.3K | 1.78% | ↗ |
| 60 | 2006 | Linda Pitsch Senior Vice President, Operations | 97.1K | 12.0K | — | 3.1K | — | 4.4K | 116.6K | 2.69% | ↗ |
| 61 | 2006 | Thomas L. Lampen, Vice President and Chief Financial Officer | 77.0K | 5.0K | — | 2.1K | — | 3.5K | 87.6K | 2.39% | ↗ |
| 62 | 2005 | James A. Bosserd Director, President and Chief Executive Officer of ChoiceOne and the Bank | 163.0K | 23.1K | — | 2.5K | — | 7.8K | 196.4K | 1.27% | ↗ |
| 63 | 2005 | Louis D. Knooihuizen Senior Vice President of ChoiceOne and Senior Vice President of the Bank | 99.0K | 7.9K | — | 750.00 | — | 4.7K | 112.3K | 0.67% | ↗ |
| 64 | 2005 | Kelly Potes Senior Vice President and General Manager of ChoiceOne Insurance Agencies, Inc. | 91.4K | 9.0K | — | 500.00 | — | 4.3K | 105.2K | 0.48% | ↗ |
| 65 | 2004 | James A. Bosserd Director, President and Chief Executive Officer of ChoiceOne and the Bank | 154.4K | 15.0K | — | 3.0K | — | 6.1K | 178.5K | 1.68% | ↗ |
| 66 | 2004 | Louis D. Knooihuizen Vice President of ChoiceOne and Senior Vice President of the Bank | 95.7K | 5.0K | — | 750.00 | — | 2.6K | 104.0K | 0.72% | ↗ |
| 67 | 2004 | Louis D. Knooihuizen Senior Vice President of ChoiceOne and Senior Vice President of the Bank | 95.7K | 5.0K | — | 750.00 | — | 2.6K | 104.0K | 0.72% | ↗ |
| 68 | 2004 | Kelly Potes Senior Vice President and General Manager of ChoiceOne Insurance Agencies, Inc. | 74.1K | 13.4K | — | 500.00 | — | 2.7K | 90.7K | 0.55% | ↗ |
| 69 | 2003 | James A. Bosserd Director, President and Chief Executive Officer of ChoiceOne and the Bank | 147.4K | 22.5K | — | 1.5K | — | 23.3K | 194.7K | 0.77% | ↗ |
| 70 | 2003 | Louis D. Knooihuizen Vice President of ChoiceOne and Senior Vice President of the Bank | 92.7K | 10.0K | — | 500.00 | — | 375.00 | 103.6K | 0.48% | ↗ |
| 71 | 2003 | Louis D. Knooihuizen Senior Vice President of ChoiceOne and Senior Vice President of the Bank | 92.7K | 10.0K | — | 500.00 | — | 375.00 | 103.6K | 0.48% | ↗ |
| 72 | 2003 | Kelly Potes Senior Vice President and General Manager of ChoiceOne Insurance Agencies, Inc. | 70.8K | 14.1K | — | 500.00 | — | 2.4K | 87.8K | 0.57% | ↗ |
| 73 | 2002 | James A. Bosserd Director, President and Chief Executive Officer of ChoiceOne and the Bank | 145.7K | 15.0K | — | 1.1K | — | 39.8K | 201.5K | 0.52% | ↗ |
| 74 | 2002 | Louis D. Knooihuizen Vice President of ChoiceOne and Senior Vice President of the Bank | 89.3K | 8.5K | — | 500.00 | — | 329.00 | 98.6K | 0.51% | ↗ |
| 75 | 2001 | James A. Bosserd Director, President and Chief Executive Officer of ChoiceOne and the Bank | 94.6K | 10.0K | — | — | — | 10.2K | 114.8K | 0.00% | ↗ |
| 76 | 2001 | Ronald Swanson Former President and Chief Executive Officer of ChoiceOne and the Bank | — | — | — | — | — | 50.1K | 50.1K | 0.00% | ↗ |
| 77 | 2000 | Jae M. Maxfield Former Director, President and Chief Executive Officer of ChoiceOne and the Bank | 114.6K | — | — | — | — | 24.2K | 138.7K | 0.00% | ↗ |
| 78 | 2000 | Ronald Swanson Former President and Chief Executive Officer of ChoiceOne and the Bank | — | — | — | — | — | 21.0K | 21.0K | 0.00% | ↗ |
| 79 | 2000 | Ronald Swanson President and Chief Executive Officer of ChoiceOne and the Bank | — | — | — | — | — | 21.0K | 21.0K | 0.00% | ↗ |
| 80 | 1999 | Jae M. Maxfield Former Director, President and Chief Executive Officer of ChoiceOne and the Bank | 128.5K | 29.5K | — | — | — | 11.0K | 169.0K | 0.00% | ↗ |
| 81 | 1998 | Jae M. Maxfield Former Director, President and Chief Executive Officer of ChoiceOne and the Bank | 120.6K | 35.3K | — | — | — | 11.1K | 167.0K | 0.00% | ↗ |
Proxy statements
| Filing date | Form type | Filing |
|---|---|---|
| 2026-04-13 | DEF 14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Kelly J. Potes | Chief Executive Officer & Director | 921.0K | male |
| Michael J. Burke Jr. | President & Director | 661.5K | male |
| Adom J. Greenland | Chief Financial Officer, Executive Vice President, Secretary & Treasurer | 457.6K | male |
| Bradley A. Henion | Executive Vice President & Chief Lending Officer | 443.5K | male |
| Lee A. Braford | Senior Vice President & Chief Credit Officer of ChoiceOne Bank | 141.1K | male |
| Bart E. Jonker | SVP of Risk Management & Compliance Officer | — | male |
| Peter Batistoni | Senior VP of Senior Lender East Market Mortgage Sales Executive | — | male |
| Robert G. Michel | SVP & Operations Officer | — | male |
| Ryan Wolthuis | SVP of West Michigan & Senior Lender | — | male |
| Shelly Childers | Senior Vice President & Chief Information Officer | — | female |
| Steven DeVolder | Senior Vice President & Senior Trust Officer | — | male |
| Danielle Chateauvert | Vice President of Marketing | — | — |
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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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