Citizens Financial Services, Inc. (CZFS)
Mansfield, PA, US
Citizens Financial Services, Inc. functions as the parent company for First Citizens Community Bank, providing a comprehensive array of financial solutions and banking services to a diverse clientele, including individuals, businesses, government entities, and institutions. Its core offerings encompass various deposit instruments such as checking, savings, and certificate of deposit accounts. The bank also extends credit through a diverse portfolio of loan products, spanning financing for residential, commercial, and agricultural properties, alongside commercial and industrial lending, credit facilities for state and local government bodies, and consumer loans. Additionally, it offers several specialized financial services. Beyond traditional banking, Citizens Financial Services delivers a suite of ancillary financial services. These include expert trust administration, investment management, estate planning and execution, secure custody of securities, and individual retirement account (IRA) management. Furthermore, the company provides brokerage and wealth management advice, supports clients with oil and gas leasing negotiations, and offers access to investment vehicles such as mutual funds and annuities, along with health and life insurance products. As of December 31, 2021, its operational footprint comprised thirty full-service banking locations situated across multiple counties in Pennsylvania (Potter, Tioga, Bradford, Clinton, Lebanon, Lancaster, Berks, Schuylkill, Centre, and Chester), Allegany County in New York, and the Delaware cities of Wilmington and Dover. A single limited branch also serves Union County, Pennsylvania. Established in 1932, Citizens Financial Services, Inc. maintains its primary corporate offices in Mansfield, Pennsylvania.
Based on only 1 article — low confidence
- Best Income Stocks to Buy for July 6th Zacks Investment Research
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.99% | -4.22% | -5.41% | +0.16% | +12.60% | +10.79% | +10.11% | -15.68% | +4.55% | +36.94% | +675.09% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth+2.8% Q1'26: +3.1% (vs Q1'25)
-
EPS growth+31.6% Q1'26: +36.7% (vs Q1'25)
-
FCF margin— Q1'26: +40.9% (vs Q1'25)
-
EBIT margin— Q1'26: +29.0% (vs Q1'25)
-
ROIC— Q1'26: +8.2% (vs Q1'25)
-
Share dilution+1.0% Q1'26: +1.0% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 3.91× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
64.49M
est: 19.08M (+238.0%)
|
70.37M
est: 18.00M (+290.9%)
|
81.72M
est: 37.69M (+116.8%)
|
85.52M
est: 78.40M (+9.1%)
|
93.10M
est: 79.90M (+16.5%)
|
138.72M
est: 91.23M (+52.1%)
|
168.62M
est: 101.40M (+66.3%)
|
173.24M
est: 112.10M (+54.5%)
|
116.90M
116.90M – 116.90M
+4.3% YoY
|
120.30M
120.30M – 120.30M
+2.9% YoY
|
| EBITDA |
21.82M
est: 6.03M (+261.8%)
|
24.35M
est: 5.69M (+328.0%)
|
31.50M
est: 26.89M (+17.2%)
|
36.43M
est: 24.78M (+47.0%)
|
36.53M
est: 43.34M (-15.7%)
|
23.04M
est: 26.55M (-13.2%)
|
35.49M
est: 29.51M (+20.3%)
|
45.09M
est: 32.62M (+38.2%)
|
34.02M
34.02M – 34.02M
+4.3% YoY
|
35.01M
35.01M – 35.01M
+2.9% YoY
|
| EBIT |
21.44M
est: 5.80M (+269.4%)
|
23.31M
est: 5.48M (+325.7%)
|
30.37M
est: 11.46M (+164.9%)
|
35.32M
est: 23.84M (+48.1%)
|
35.50M
est: 24.30M (+46.1%)
|
21.52M
est: 25.71M (-16.3%)
|
33.68M
est: 28.58M (+17.8%)
|
45.09M
est: 31.60M (+42.7%)
|
32.95M
32.95M – 32.95M
+4.3% YoY
|
33.91M
33.91M – 33.91M
+2.9% YoY
|
| Net Income |
18.03M
est: 17.24M (+4.6%)
|
19.49M
est: 18.71M (+4.1%)
|
25.10M
est: 18.94M (+32.6%)
|
29.12M
est: 32.90M (-11.5%)
|
29.06M
est: 29.07M (0.0%)
|
17.81M
est: 27.69M (-35.7%)
|
27.82M
est: 26.99M (+3.1%)
|
36.57M
est: 36.00M (+1.6%)
|
39.50M
39.50M – 39.50M
+9.7% YoY
|
39.89M
39.89M – 39.89M
+1.0% YoY
|
| SGA |
19.51M
est: 18.66M (+4.5%)
|
20.53M
est: 5.13M (+300.1%)
|
24.67M
est: 19.10M (+29.2%)
|
26.42M
est: 22.35M (+18.2%)
|
28.51M
est: 30.53M (-6.6%)
|
36.47M
est: 25.33M (+44.0%)
|
41.34M
est: 28.15M (+46.8%)
|
45.91M
est: 31.13M (+47.5%)
|
32.46M
32.46M – 32.46M
+4.3% YoY
|
33.40M
33.40M – 33.40M
+2.9% YoY
|
| EPS |
4.84
est: 4.83 (+0.2%)
|
5.27
est: 5.24 (+0.6%)
|
6.27
est: 6.27 (+0.1%)
|
7.09
est: 6.92 (+2.5%)
|
7.10
est: 6.97 (+1.9%)
|
3.98
est: 5.77 (-31.0%)
|
5.80
est: 5.62 (+3.1%)
|
7.62
est: 7.50 (+1.6%)
|
8.23
8.23 – 8.23
+9.7% YoY
|
8.31
8.31 – 8.31
+1.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 4/5 | 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 | 1/5 | 4/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-28 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-27 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-23 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-22 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-21 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-20 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-17 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-16 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
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. | 281.3K | 6.00% | 276.5K | — | 281.3K | — | HC | Delaware | 2024-01-29 | ↗ |
| 2 | 2. | 189.3K | 4.80% | 53.0K | 136.3K | 53.0K | 136.3K | IN | — | 2021-02-10 | ↗ |
| 3 | Jr. | 187.5K | 5.30% | 52.5K | 134.9K | 52.5K | — | IN | United States of America | 2020-03-31 | ↗ |
| 4 | R. Lowell Coolidge | 171.0K | 6.05% | 136.5K | — | 136.5K | 10.00 | IN | United States of America | 2008-02-19 | ↗ |
| 5 | Page 4 of 10 | 170.7K | 8.70% | — | 170.7K | — | 170.7K | OO | Delaware | 2015-12-08 | ↗ |
| 6 | Page 2 of 10 | 167.7K | 8.50% | — | 167.7K | — | 167.7K | PN | Delaware | 2015-12-08 | ↗ |
| 7 | Page 3 of 10 | 3.0K | 0.20% | — | 3.0K | — | 3.0K | PN | Delaware | 2015-12-08 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 335.9K +15.4K (+4.8%) | 19.15M -166.9K (-0.9%) | 7.00% +0.321 pp | 0.00% +0.000 pp | USD58.74 -2.9% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 253.4K +6.7K (+2.7%) | 14.45M -424.4K (-2.9%) | 5.28% +0.139 pp | 0.00% +0.000 pp | USD77.66 -26.6% | 12 qtrs — |
| 3 | CITIZENS & NORTHERN CORP | 117.1K -18.0 (0.0%) | 6.67M -382.7K (-5.4%) | 2.44% 0.000 pp | 1.65% -0.095 pp | USD67.58 -15.6% | 15 qtrs — |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 110.9K +1.4K (+1.3%) | 6.32M -277.8K (-4.2%) | 2.31% +0.029 pp | 0.00% +0.000 pp | USD72.14 -21.0% | 12 qtrs — |
| 5 | STATE STREET CORP | 99.6K -106.0 (-0.1%) | 5.68M -331.2K (-5.5%) | 2.08% -0.002 pp | 0.00% +0.000 pp | USD69.07 -17.4% | 12 qtrs — |
| 6 | HUDOCK, INC. | 39.9K -349.0 (-0.9%) | 2.28M -151.2K (-6.2%) | 0.83% -0.007 pp | 0.34% -0.033 pp | USD68.80 -17.1% | 15 qtrs — |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 39.0K -19.0 (0.0%) | 2.22M -128.3K (-5.5%) | 0.81% 0.000 pp | 0.00% +0.000 pp | USD74.49 -23.5% | 12 qtrs — |
| 8 | NORTHERN TRUST CORP | 35.0K -2.5K (-6.6%) | 2.00M -264.5K (-11.7%) | 0.73% -0.052 pp | 0.00% +0.000 pp | USD72.94 -21.8% | 12 qtrs — |
| 9 | AMERICAN CENTURY COMPANIES INC | 27.9K -18.0 (-0.1%) | 1.59M -92.0K (-5.5%) | 0.58% 0.000 pp | 0.00% 0.000 pp | USD64.33 -11.4% | 11 qtrs — |
| 10 | DIMENSIONAL FUND ADVISORS LP | 24.5K +56.0 (+0.2%) | 1.40M -76.7K (-5.2%) | 0.51% +0.001 pp | 0.00% +0.000 pp | USD57.43 -0.7% | 8 qtrs — |
| 11 | BANK OF NEW YORK MELLON CORP | 19.6K +5.6K (+39.9%) | 1.12M +273.5K (+32.3%) | 0.41% +0.117 pp | 0.00% +0.000 pp | USD64.07 -11.0% | 12 qtrs — |
| 12 | DE LISLE PARTNERS LLP | 18.0K +— (+0.0%) | 1.02M -63.6K (-5.8%) | 0.38% +0.000 pp | 0.13% -0.002 pp | USD50.10 +13.8% | 8 qtrs — |
| 13 | CYNDEO WEALTH PARTNERS, LLC | 16.2K +16.2K (+100.0%) | 922.9K +922.9K (+100.0%) | 0.34% +0.337 pp | 0.05% +0.050 pp | USD57.02 +0.0% | 1 qtrs NEW |
| 14 | SEGALL BRYANT & HAMILL, LLC | 16.1K -11.1K (-40.8%) | 920.8K -724.2K (-44.0%) | 0.34% -0.232 pp | 0.01% -0.010 pp | USD58.44 -2.4% | 4 qtrs — |
| 15 | MILLENNIUM MANAGEMENT LLC | 13.2K +7.2K (+118.4%) | 753.0K +388.4K (+106.5%) | 0.28% +0.149 pp | 0.00% +0.000 pp | USD58.51 -2.5% | 2 qtrs — |
| 16 | — | 10.7K +10.7K (+100.0%) | 611.6K +611.6K (+100.0%) | 0.22% +0.224 pp | 0.58% +0.579 pp | USD57.02 +0.0% | 1 qtrs NEW |
| 17 | TREXQUANT INVESTMENT LP | 10.6K +4.4K (+71.7%) | 605.2K +232.6K (+62.4%) | 0.22% +0.092 pp | 0.01% +0.002 pp | USD58.92 -3.2% | 5 qtrs — |
| 18 | QUANTINNO CAPITAL MANAGEMENT LP | 10.2K +5.3K (+105.9%) | 583.0K +283.7K (+94.8%) | 0.21% +0.110 pp | 0.00% +0.000 pp | USD57.96 -1.6% | 3 qtrs — |
| 19 | WELLS FARGO & COMPANY/MN | 9.3K +1.7K (+21.6%) | 532.5K +69.7K (+15.1%) | 0.19% +0.035 pp | 0.00% +0.000 pp | USD61.01 -6.5% | 12 qtrs — |
| 20 | CITADEL ADVISORS LLC | 9.3K +4.3K (+85.7%) | 529.1K +228.0K (+75.7%) | 0.19% +0.089 pp | 0.00% +0.000 pp | USD58.77 -3.0% | 2 qtrs — |
| 21 | GREAT LAKES ADVISORS, LLC | 9.1K -1.1K (-10.9%) | 519.9K -97.3K (-15.8%) | 0.19% -0.023 pp | 0.00% -0.001 pp | USD45.56 +25.2% | 7 qtrs — |
| 22 | GOLDMAN SACHS GROUP INC | 8.4K +5.0K (+142.7%) | 481.0K +271.5K (+129.6%) | 0.18% +0.103 pp | 0.00% +0.000 pp | USD58.36 -2.3% | 7 qtrs — |
| 23 | BARCLAYS PLC | 8.4K +2.5K (+41.4%) | 477.5K +129.5K (+37.2%) | 0.17% +0.051 pp | 0.00% +0.000 pp | USD59.31 -3.9% | 12 qtrs — |
| 24 | MINERVA ADVISORS LLC | 7.9K +— (+0.0%) | 449.4K -25.7K (-5.4%) | 0.16% +0.000 pp | 0.30% -0.002 pp | USD74.02 -23.0% | 11 qtrs — |
| 25 | MARSHALL WACE, LLP | 7.4K +7.4K (+100.0%) | 421.7K +421.7K (+100.0%) | 0.15% +0.154 pp | 0.00% +0.000 pp | USD57.02 +0.0% | 1 qtrs NEW |
| 26 | BAILARD, INC. | 7.2K +7.2K (+100.0%) | 413.1K +413.1K (+100.0%) | 0.15% +0.151 pp | 0.01% +0.009 pp | USD57.02 +0.0% | 1 qtrs NEW |
| 27 | NUVEEN, LLC | 7.2K +— (+0.0%) | 410.5K -23.5K (-5.4%) | 0.15% +0.000 pp | 0.00% +0.000 pp | USD58.05 -1.8% | 4 qtrs — |
| 28 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7.1K -1.8K (-19.9%) | 402.4K -128.6K (-24.2%) | 0.15% -0.037 pp | 0.00% -0.001 pp | USD58.72 -2.9% | 3 qtrs — |
| 29 | MORGAN STANLEY | 6.4K +875.0 (+15.8%) | 365.3K +31.9K (+9.6%) | 0.13% +0.018 pp | 0.00% +0.000 pp | USD61.60 -7.4% | 15 qtrs — |
| 30 | STRS OHIO | 6.4K +900.0 (+16.4%) | 364.9K +33.4K (+10.1%) | 0.13% +0.019 pp | 0.00% +0.000 pp | USD50.09 +13.8% | 7 qtrs — |
| 31 | RHUMBLINE ADVISERS | 5.5K -958.0 (-14.9%) | 313.1K -75.7K (-19.5%) | 0.11% -0.020 pp | 0.00% 0.000 pp | USD67.54 -15.6% | 11 qtrs — |
| 32 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 5.4K +1.1K (+24.9%) | 310.6K +47.8K (+18.2%) | 0.11% +0.023 pp | 0.00% +0.000 pp | USD59.63 -4.4% | 2 qtrs — |
| 33 | INVESCO LTD. | 5.0K -1.5K (-22.8%) | 283.6K -104.6K (-26.9%) | 0.10% -0.031 pp | 0.00% +0.000 pp | USD47.35 +20.4% | 11 qtrs — |
| 34 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 4.9K +860.0 (+21.1%) | 281.0K +35.0K (+14.2%) | 0.10% +0.018 pp | 0.00% +0.000 pp | USD59.71 -4.5% | 2 qtrs — |
| 35 | WEATHERLY ASSET MANAGEMENT L. P. | 4.9K +— (+0.0%) | 280.8K -16.1K (-5.4%) | 0.10% +0.000 pp | 0.02% -0.003 pp | USD69.01 -17.4% | 15 qtrs — |
| 36 | BANK OF AMERICA CORP /DE/ | 4.7K +1.9K (+64.2%) | 270.1K +96.2K (+55.3%) | 0.10% +0.039 pp | 0.00% +0.000 pp | USD58.94 -3.3% | 15 qtrs — |
| 37 | DEUTSCHE BANK AG\ | 4.1K -386.0 (-8.5%) | 236.0K -36.8K (-13.5%) | 0.09% -0.008 pp | 0.00% +0.000 pp | USD60.74 -6.1% | 11 qtrs — |
| 38 | JANE STREET GROUP, LLC | 4.0K -4.7K (-54.3%) | 226.6K -297.1K (-56.7%) | 0.08% -0.098 pp | 0.00% +0.000 pp | USD58.89 -3.2% | 4 qtrs — |
| 39 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 3.9K +— (+0.0%) | 225.1K -12.9K (-5.4%) | 0.08% +0.000 pp | 0.00% 0.000 pp | USD58.75 -2.9% | 6 qtrs — |
| 40 | COMMONWEALTH EQUITY SERVICES, LLC | 3.9K -182.0 (-4.4%) | 224.8K -24.2K (-9.7%) | 0.08% -0.004 pp | 0.00% +0.000 pp | USD48.57 +17.4% | 8 qtrs — |
| 41 | PNC FINANCIAL SERVICES GROUP, INC. | 3.6K -17.0 (-0.5%) | 204.0K -12.7K (-5.9%) | 0.07% 0.000 pp | 0.00% +0.000 pp | USD68.15 -16.3% | 15 qtrs — |
| 42 | JPMORGAN CHASE & CO | 3.0K -1.6K (-34.3%) | 171.9K -104.8K (-37.9%) | 0.06% -0.033 pp | 0.00% +0.000 pp | USD61.51 -7.3% | 15 qtrs — |
| 43 | METLIFE INVESTMENT MANAGEMENT, LLC | 2.7K +— (+0.0%) | 151.6K -8.7K (-5.4%) | 0.06% +0.000 pp | 0.00% +0.000 pp | USD71.25 -20.0% | 11 qtrs — |
| 44 | UBS GROUP AG | 2.2K -1.5K (-40.0%) | 125.9K -95.8K (-43.2%) | 0.05% -0.031 pp | 0.00% +0.000 pp | USD65.42 -12.8% | 14 qtrs — |
| 45 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.1K -44.0 (-2.1%) | 117.6K -9.4K (-7.4%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD49.90 +14.3% | 7 qtrs — |
| 46 | NEW YORK STATE COMMON RETIREMENT FUND | 1.9K +— (+0.0%) | 106.5K -6.1K (-5.4%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD73.58 -22.5% | 11 qtrs — |
| 47 | FARTHER FINANCE ADVISORS, LLC | 1.5K +82.0 (+5.6%) | 88.1K -94.0 (-0.1%) | 0.03% +0.002 pp | 0.00% 0.000 pp | USD60.10 -5.1% | 3 qtrs — |
| 48 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 1.4K +— (+0.0%) | 82.6K -4.7K (-5.4%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD62.17 -8.3% | 5 qtrs — |
| 49 | BNP PARIBAS ARBITRAGE, SNC | 1.2K +121.0 (+11.0%) | 69.8K +3.3K (+5.0%) | 0.03% +0.003 pp | 0.00% +0.000 pp | USD60.89 -6.4% | 5 qtrs — |
| 50 | NBT BANK N A /NY | 57.00 -3.0 (-5.0%) | 69.0K -3.9K (-5.4%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD58.04 -1.8% | 9 qtrs — |
| 51 | MAI CAPITAL MANAGEMENT | 942.00 +1.0 (+0.1%) | 53.7K -3.0K (-5.3%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD63.26 -9.9% | 5 qtrs — |
| 52 | NISA INVESTMENT ADVISORS, LLC | 716.00 +— (+0.0%) | 40.8K -2.3K (-5.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD44.40 +28.4% | 7 qtrs — |
| 53 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 707.00 +— (+0.0%) | 40.1K -2.5K (-5.8%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD58.06 -1.8% | 4 qtrs — |
| 54 | STONE HOUSE INVESTMENT MANAGEMENT, LLC | 496.00 -156.0 (-23.9%) | 28.3K -11.0K (-28.0%) | 0.01% -0.003 pp | 0.00% -0.002 pp | USD58.35 -2.3% | 8 qtrs — |
| 55 | ROYAL BANK OF CANADA | 447.00 +216.0 (+93.5%) | 25.0K +11.0K (+78.6%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD58.83 -3.1% | 13 qtrs — |
| 56 | RUSSELL INVESTMENTS GROUP, LTD. | 419.00 -1.0K (-71.4%) | 23.9K -64.3K (-72.9%) | 0.01% -0.022 pp | 0.00% 0.000 pp | USD60.27 -5.4% | 7 qtrs — |
| 57 | LEGAL & GENERAL GROUP PLC | 418.00 +— (+0.0%) | 23.8K -1.4K (-5.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD66.19 -13.9% | 11 qtrs — |
| 58 | FMR LLC | 372.00 +3.0 (+0.8%) | 21.2K -1.0K (-4.6%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD55.40 +2.9% | 15 qtrs — |
| 59 | AMERITAS INVESTMENT PARTNERS, INC. | 364.00 +— (+0.0%) | 20.8K -1.2K (-5.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD74.00 -22.9% | 11 qtrs — |
| 60 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 279.00 -52.0 (-15.7%) | 15.9K -4.0K (-20.3%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD74.28 -23.2% | 11 qtrs — |
| 61 | STERLING CAPITAL MANAGEMENT LLC | 243.00 -46.0 (-15.9%) | 13.9K -3.6K (-20.5%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD60.71 -6.1% | 6 qtrs — |
| 62 | EVERSOURCE WEALTH ADVISORS, LLC | 209.00 -30.0 (-12.6%) | 11.9K -2.5K (-17.3%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD58.70 -2.9% | 4 qtrs — |
| 63 | BROWN BROTHERS HARRIMAN & CO | 206.00 +— (+0.0%) | 11.7K -672.0 (-5.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD63.26 -9.9% | 5 qtrs — |
| 64 | TOWER RESEARCH CAPITAL LLC (TRC) | 197.00 -24.0 (-10.9%) | 11.2K -2.1K (-15.7%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD58.82 -3.1% | 11 qtrs — |
| 65 | CITIGROUP INC | 196.00 -136.0 (-41.0%) | 11.2K -8.8K (-44.2%) | 0.00% -0.003 pp | 0.00% +0.000 pp | USD58.94 -3.3% | 14 qtrs — |
| 66 | CWM, LLC | 156.00 +24.0 (+18.2%) | 9.0K +1.0K (+12.5%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD58.88 -3.2% | 6 qtrs — |
| 67 | GAMMA INVESTING LLC | 148.00 -873.0 (-85.5%) | 8.4K -53.1K (-86.3%) | 0.00% -0.018 pp | 0.00% -0.003 pp | USD58.08 -1.8% | 8 qtrs — |
| 68 | AMALGAMATED BANK | 142.00 -6.0 (-4.1%) | 8.0K -1.0K (-11.1%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD74.15 -23.1% | 11 qtrs — |
| 69 | CAPITAL ADVISORS, LTD. LLC | 83.00 +— (+0.0%) | 5.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD44.19 +29.0% | 7 qtrs — |
| 70 | OPTIVER HOLDING B.V. | 80.00 +— (+0.0%) | 4.6K -260.0 (-5.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD60.28 -5.4% | 2 qtrs — |
| 71 | ADVISOR GROUP HOLDINGS, INC. | 70.00 +— (+0.0%) | 4.0K -217.0 (-5.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD59.27 -3.8% | 5 qtrs — |
| 72 | SRS CAPITAL ADVISORS, INC. | 58.00 -133.0 (-69.6%) | 3.3K -8.2K (-71.3%) | 0.00% -0.003 pp | 0.00% 0.000 pp | USD59.34 -3.9% | 4 qtrs — |
| 73 | VERSANT CAPITAL MANAGEMENT, INC | 56.00 +56.0 (+100.0%) | 3.2K +3.2K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD57.02 +0.0% | 3 qtrs — |
| 74 | BARE FINANCIAL SERVICES, INC | 38.00 +— (+0.0%) | 2.2K -124.0 (-5.4%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD58.03 -1.7% | 4 qtrs — |
| 75 | SMARTLEAF ASSET MANAGEMENT LLC | 32.00 +32.0 (+100.0%) | 1.8K +1.8K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD57.00 +0.0% | 1 qtrs NEW |
| 76 | FORTITUDE FAMILY OFFICE, LLC | 32.00 +— (+0.0%) | 1.8K -104.0 (-5.4%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD44.19 +29.0% | 7 qtrs — |
| 77 | NEWEDGE ADVISORS, LLC | 10.00 +10.0 (+100.0%) | 575.00 +575.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD57.00 +0.0% | 1 qtrs NEW |
| 78 | SUNBELT SECURITIES, INC. | 2.00 +— (+0.0%) | 114.00 -7.0 (-5.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD60.00 -5.0% | 2 qtrs — |
| 79 | IFP ADVISORS, INC | 2.00 +— (+0.0%) | 114.00 -7.0 (-5.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD60.00 -5.0% | 2 qtrs — |
| 80 | ROTHSCHILD INVESTMENT LLC | 2.00 +2.0 (+100.0%) | 114.00 +114.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD57.00 +0.0% | 1 qtrs NEW |
| 81 | TRUE WEALTH DESIGN, LLC | 1.00 +— (+0.0%) | 58.00 -3.0 (-4.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD58.00 -1.7% | 4 qtrs — |
| 82 | TORTOISE INVESTMENT MANAGEMENT, LLC | — -1.0 (-100.0%) | — -60.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 83 | ALLWORTH FINANCIAL LP | — -1.0 (-100.0%) | — -61.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 84 | COVESTOR LTD | — -16.0 (-100.0%) | — -1.0K (-100.0%) | 0.00% 0.000 pp | 0.00% -0.001 pp | USD— | 7 qtrs SOLD |
| 85 | QUADRATURE CAPITAL LTD | — -3.9K (-100.0%) | — -234.3K (-100.0%) | 0.00% -0.081 pp | 0.00% -0.003 pp | USD— | 2 qtrs SOLD |
| 86 | FRANKLIN RESOURCES INC | — -3.6K (-100.0%) | — -217.0K (-100.0%) | 0.00% -0.075 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.22% | 63.9K | 0.60% |
| 2 | iShares Micro-Cap ETF IWC | 0.08% | 1.12M | 0.60% |
| 3 | iShares Russell 2000 Value ETF IWN | 0.02% | 3.04M | 0.24% |
| 4 | WisdomTree US Equity Income UCITS ETF - GBP Hedged Acc DHSG.L | 0.02% | 47.0K | 0.35% |
| 5 | WisdomTree US Equity Income UCITS ETF - EUR Hedged Acc WTDY.DE | 0.02% | 40.0K | 0.35% |
| 6 | WisdomTree US Equity Income UCITS ETF - Acc DHSA.L | 0.02% | 35.2K | 0.29% |
| 7 | WisdomTree US Equity Income UCITS ETF DHSD.L | 0.02% | 35.2K | 0.29% |
| 8 | Vanguard Russell 2000 Value ETF VTWV | 0.02% | 234.0K | 0.06% |
| 9 | WisdomTree U.S. SmallCap Fund EES | 0.02% | 118.0K | 0.38% |
| 10 | Avantis U.S. Small Cap Equity ETF AVSC | 0.02% | 479.5K | 0.25% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | Painter John P II | Director | A-Award | A | COMMON CLASS | 99 | 0.00 | — | 3,522 | D | ↗ |
| 2026-04-30 | OSBORNE TERRY B | Director | A-Award | A | COMMON CLASS | 99 | 0.00 | — | 13,272 | D | ↗ |
| 2026-04-30 | LANDY R JOSEPH | Director | A-Award | A | COMMON CLASS | 99 | 0.00 | — | 28,033 | D | ↗ |
| 2026-04-30 | KUNES CHRISTOPHER W | Director | A-Award | A | COMMON CLASS | 99 | 0.00 | — | 13,045 | D | ↗ |
| 2026-04-30 | JONES MICKEY L | Director | A-Award | A | COMMON CLASS | 99 | 0.00 | — | 14,017 | D | ↗ |
| 2026-04-30 | Hilfiger Janie M | Director | A-Award | A | COMMON CLASS | 99 | 0.00 | — | 3,779 | D | ↗ |
| 2026-04-30 | GRAHAM ROGER C JR | Director | A-Award | A | COMMON CLASS | 99 | 0.00 | — | 69,312 | D | ↗ |
| 2026-04-30 | Freeman Thomas E. | Director | A-Award | A | COMMON CLASS | 99 | 0.00 | — | 13,171 | D | ↗ |
| 2026-04-30 | DePaola Rinaldo A | Director | A-Award | A | COMMON CLASS | 99 | 0.00 | — | 16,693 | D | ↗ |
| 2026-04-30 | Chappell Robert W | Director | A-Award | A | COMMON CLASS | 99 | 0.00 | — | 12,868 | D | ↗ |
| 2026-04-30 | BOWER JOSEPH B JR | Director | A-Award | A | COMMON CLASS | 99 | 0.00 | — | 1,933 | D | ↗ |
| 2026-03-19 | LANDY R JOSEPH | Director | G-Gift | D | COMMON CLASS | 20 | 0.00 | — | 27,934 | D | ↗ |
| 2026-03-06 | Painter John P II | Director | P-Purchase | A | COMMON CLASS | 675 | 61.00 | 41.2K | 3,412 | D | ↗ |
| 2026-02-27 | Guillaume Stephen J | Officer | P-Purchase | A | COMMON CLASS | 13 | 57.06 | 741.78 | 4,656 | D | ↗ |
| 2026-01-12 | LANDY R JOSEPH | Director | G-Gift | D | COMMON CLASS | 40 | 0.00 | — | 27,783 | D | ↗ |
| 2026-01-12 | BOWER JOSEPH B JR | Director | — | — | COMMON CLASS | 0 | 0.00 | — | 1,834 | D | ↗ |
| 2025-12-22 | Gephart LeeAnn | Officer | A-Award | A | COMMON CLASS | 172 | 0.00 | — | 893 | D | ↗ |
| 2025-12-22 | BLACK RANDALL E | Director / Officer | A-Award | A | COMMON CLASS | 1,552 | 0.00 | — | 45,587 | D | ↗ |
| 2025-12-15 | Painter John P II | Director | A-Award | A | COMMON CLASS | 96 | 0.00 | — | 2,726 | D | ↗ |
| 2025-12-15 | OSBORNE TERRY B | Director | A-Award | A | COMMON CLASS | 96 | 0.00 | — | 13,173 | D | ↗ |
| 2025-12-15 | LANDY R JOSEPH | Director | A-Award | A | COMMON CLASS | 96 | 0.00 | — | 27,823 | D | ↗ |
| 2025-12-15 | KUNES CHRISTOPHER W | Director | A-Award | A | COMMON CLASS | 96 | 0.00 | — | 12,846 | D | ↗ |
| 2025-12-15 | JONES MICKEY L | Director | A-Award | A | COMMON CLASS | 96 | 0.00 | — | 13,918 | D | ↗ |
| 2025-12-15 | Hilfiger Janie M | Director | A-Award | A | COMMON CLASS | 96 | 0.00 | — | 3,631 | D | ↗ |
| 2025-12-15 | GRAHAM ROGER C JR | Director | A-Award | A | COMMON CLASS | 96 | 0.00 | — | 68,098 | D | ↗ |
| 2025-12-15 | Freeman Thomas E. | Director | A-Award | A | COMMON CLASS | 96 | 0.00 | — | 12,862 | D | ↗ |
| 2025-12-15 | DePaola Rinaldo A | Director | A-Award | A | COMMON CLASS | 96 | 0.00 | — | 16,594 | D | ↗ |
| 2025-12-15 | Chappell Robert W | Director | A-Award | A | COMMON CLASS | 96 | 0.00 | — | 12,589 | D | ↗ |
| 2025-12-05 | LANDY R JOSEPH | Director | G-Gift | D | COMMON CLASS | 266 | 0.00 | — | 27,727 | D | ↗ |
| 2025-11-28 | Guillaume Stephen J | Officer | P-Purchase | A | COMMON CLASS | 16 | 53.10 | 849.60 | 4,570 | D | ↗ |
| 2025-11-04 | BLACK RANDALL E | Director / Officer | P-Purchase | A | COMMON CLASS | 22 | 54.25 | 1.2K | 44,035 | D | ↗ |
| 2025-11-03 | BLACK RANDALL E | Director / Officer | P-Purchase | A | COMMON CLASS | 200 | 54.25 | 10.9K | 44,013 | D | ↗ |
| 2025-10-08 | LANDY R JOSEPH | Director | G-Gift | D | COMMON CLASS | 20 | 0.00 | — | 27,830 | D | ↗ |
| 2025-10-02 | LANDY R JOSEPH | Director | G-Gift | D | COMMON CLASS | 20 | 0.00 | — | 27,850 | D | ↗ |
| 2025-09-29 | LANDY R JOSEPH | Director | G-Gift | D | COMMON CLASS | 20 | 0.00 | — | 27,870 | D | ↗ |
| 2025-09-23 | JONES MICKEY L | Director | A-Award | A | COMMON CLASS | 46 | 0.00 | — | 13,822 | D | ↗ |
| 2025-09-15 | Painter John P II | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 2,620 | D | ↗ |
| 2025-09-15 | OSBORNE TERRY B | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 13,077 | D | ↗ |
| 2025-09-15 | LANDY R JOSEPH | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 27,890 | D | ↗ |
| 2025-09-15 | KUNES CHRISTOPHER W | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 12,701 | D | ↗ |
| 2025-09-15 | JONES MICKEY L | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 13,776 | D | ↗ |
| 2025-09-15 | Hilfiger Janie M | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 3,512 | D | ↗ |
| 2025-09-15 | GRAHAM ROGER C JR | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 67,447 | D | ↗ |
| 2025-09-15 | Freeman Thomas E. | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 12,663 | D | ↗ |
| 2025-09-15 | DePaola Rinaldo A | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 16,498 | D | ↗ |
| 2025-09-15 | Chappell Robert W | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 12,405 | D | ↗ |
| 2025-08-31 | Guillaume Stephen J | Officer | P-Purchase | A | COMMON CLASS | 13 | 56.96 | 740.48 | 4,524 | D | ↗ |
| 2025-08-22 | Freeman Thomas E. | Director | S-Sale | D | COMMON CLASS | 3,000 | 60.00 | 180.0K | 12,569 | D | ↗ |
| 2025-08-04 | LANDY R JOSEPH | Director | G-Gift | D | COMMON CLASS | 20 | 0.00 | — | 27,796 | D | ↗ |
| 2025-07-08 | Gephart LeeAnn | Officer | S-Sale | D | COMMON CLASS | 14 | 59.64 | 834.96 | 720 | D | ↗ |
| 2025-06-30 | LANDY R JOSEPH | Director | G-Gift | D | COMMON CLASS | 20 | 0.00 | — | 27,666 | D | ↗ |
| 2025-06-27 | White Jeffrey R | Officer | J-Other | A | COMMON CLASS | 16 | 60.42 | 966.72 | 1,674 | D | ↗ |
| 2025-06-27 | WILSON JEFFREY L | Officer | J-Other | A | COMMON CLASS | 79 | 60.42 | 4.8K | 8,027 | D | ↗ |
| 2025-06-27 | SCHADLER ALLETTA M | Director | J-Other | A | COMMON CLASS | 298 | 60.42 | 18.0K | 30,139 | D | ↗ |
| 2025-06-27 | RICHARDS DAVID Z JR | Director / Officer | J-Other | A | COMMON CLASS | 15 | 60.42 | 895.35 | 1,497 | D | ↗ |
| 2025-06-27 | Painter John P II | Director | J-Other | A | COMMON CLASS | 24 | 60.42 | 1.4K | 2,518 | D | ↗ |
| 2025-06-27 | OSBORNE TERRY B | Director | J-Other | A | COMMON CLASS | 126 | 60.42 | 7.6K | 12,891 | D | ↗ |
| 2025-06-27 | LANDY R JOSEPH | Director | J-Other | A | COMMON CLASS | 270 | 60.42 | 16.3K | 27,686 | D | ↗ |
| 2025-06-27 | KUNES CHRISTOPHER W | Director | J-Other | A | COMMON CLASS | 123 | 60.42 | 7.5K | 12,563 | D | ↗ |
| 2025-06-27 | KOSA E GENE | Director | J-Other | A | COMMON CLASS | 69 | 60.42 | 4.2K | 6,979 | D | ↗ |
| 2025-06-27 | JONES MICKEY L | Director | J-Other | A | COMMON CLASS | 134 | 60.42 | 8.1K | 13,682 | D | ↗ |
| 2025-06-27 | Hilfiger Janie M | Director | J-Other | A | COMMON CLASS | 32 | 60.42 | 1.9K | 3,397 | D | ↗ |
| 2025-06-27 | Guillaume Stephen J | Officer | J-Other | A | COMMON CLASS | 45 | 60.42 | 2.7K | 4,504 | D | ↗ |
| 2025-06-27 | Gephart LeeAnn | Officer | J-Other | A | COMMON CLASS | 6 | 60.42 | 362.52 | 734 | D | ↗ |
| 2025-06-27 | GRAHAM ROGER C JR | Director | J-Other | A | COMMON CLASS | 661 | 60.42 | 39.9K | 66,842 | D | ↗ |
| 2025-06-27 | Freeman Thomas E. | Director | J-Other | A | COMMON CLASS | 152 | 60.42 | 9.2K | 15,451 | D | ↗ |
| 2025-06-27 | DePaola Rinaldo A | Director | J-Other | A | COMMON CLASS | 20 | 60.42 | 1.2K | 2,185 | I | ↗ |
| 2025-06-27 | Chappell Robert W | Director | J-Other | A | COMMON CLASS | 120 | 60.42 | 7.3K | 12,230 | D | ↗ |
| 2025-06-27 | Behm John D | Director | J-Other | A | COMMON CLASS | 130 | 60.42 | 7.8K | 13,105 | D | ↗ |
| 2025-06-27 | BLACK RANDALL E | Director / Officer | J-Other | A | COMMON CLASS | 429 | 60.42 | 25.9K | 43,535 | D | ↗ |
| 2025-06-24 | Gephart LeeAnn | Officer | S-Sale | D | COMMON CLASS | 33 | 59.58 | 2.0K | 728 | D | ↗ |
| 2025-06-21 | White Jeffrey R | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-06-16 | Painter John P II | Director | A-Award | A | COMMON CLASS | 92 | 0.00 | — | 2,494 | D | ↗ |
| 2025-06-16 | OSBORNE TERRY B | Director | A-Award | A | COMMON CLASS | 92 | 0.00 | — | 12,857 | D | ↗ |
| 2025-06-16 | LANDY R JOSEPH | Director | A-Award | A | COMMON CLASS | 92 | 0.00 | — | 27,415 | D | ↗ |
| 2025-06-16 | KUNES CHRISTOPHER W | Director | A-Award | A | COMMON CLASS | 92 | 0.00 | — | 12,439 | D | ↗ |
| 2025-06-16 | Hilfiger Janie M | Director | A-Award | A | COMMON CLASS | 92 | 0.00 | — | 3,365 | D | ↗ |
| 2025-06-16 | GRAHAM ROGER C JR | Director | A-Award | A | COMMON CLASS | 92 | 0.00 | — | 66,181 | D | ↗ |
| 2025-06-16 | Freeman Thomas E. | Director | A-Award | A | COMMON CLASS | 92 | 0.00 | — | 15,299 | D | ↗ |
| 2025-06-16 | DePaola Rinaldo A | Director | A-Award | A | COMMON CLASS | 92 | 0.00 | — | 16,245 | D | ↗ |
| 2025-06-16 | Chappell Robert W | Director | A-Award | A | COMMON CLASS | 92 | 0.00 | — | 12,110 | D | ↗ |
| 2025-06-10 | SCHADLER ALLETTA M | Director | G-Gift | A | COMMON CLASS | 100 | 0.00 | — | 29,841 | D | ↗ |
| 2025-05-30 | LANDY R JOSEPH | Director | G-Gift | D | COMMON CLASS | 20 | 0.00 | — | 27,323 | D | ↗ |
| 2025-05-30 | Guillaume Stephen J | Officer | P-Purchase | A | COMMON CLASS | 15 | 58.09 | 871.35 | 4,452 | D | ↗ |
| 2025-05-21 | White Jeffrey R | Officer | A-Award | A | COMMON CLASS | 141 | 0.00 | — | 1,658 | D | ↗ |
| 2025-05-21 | Guillaume Stephen J | Officer | A-Award | A | COMMON CLASS | 331 | 0.00 | — | 4,437 | D | ↗ |
| 2025-05-21 | Gephart LeeAnn | Officer | A-Award | A | COMMON CLASS | 182 | 0.00 | — | 761 | D | ↗ |
| 2025-05-06 | Painter John P II | Director | P-Purchase | A | COMMON CLASS | 215 | 57.40 | 12.3K | 2,402 | D | ↗ |
| 2025-05-05 | LANDY R JOSEPH | Director | G-Gift | D | COMMON CLASS | 40 | 0.00 | — | 27,343 | D | ↗ |
| 2025-03-17 | SCHADLER ALLETTA M | Director | A-Award | A | COMMON CLASS | 90 | 0.00 | — | 29,741 | D | ↗ |
| 2025-03-17 | Painter John P II | Director | A-Award | A | COMMON CLASS | 90 | 0.00 | — | 2,178 | D | ↗ |
| 2025-03-17 | OSBORNE TERRY B | Director | A-Award | A | COMMON CLASS | 90 | 0.00 | — | 12,765 | D | ↗ |
| 2025-03-17 | LANDY R JOSEPH | Director | A-Award | A | COMMON CLASS | 90 | 0.00 | — | 27,127 | D | ↗ |
| 2025-03-17 | KUNES CHRISTOPHER W | Director | A-Award | A | COMMON CLASS | 90 | 0.00 | — | 12,297 | D | ↗ |
| 2025-03-17 | Hilfiger Janie M | Director | A-Award | A | COMMON CLASS | 90 | 0.00 | — | 3,250 | D | ↗ |
| 2025-03-17 | GRAHAM ROGER C JR | Director | A-Award | A | COMMON CLASS | 90 | 0.00 | — | 65,501 | D | ↗ |
| 2025-03-17 | Freeman Thomas E. | Director | A-Award | A | COMMON CLASS | 90 | 0.00 | — | 15,073 | D | ↗ |
| 2025-03-17 | DePaola Rinaldo A | Director | A-Award | A | COMMON CLASS | 90 | 0.00 | — | 16,153 | D | ↗ |
| 2025-03-17 | Chappell Robert W | Director | A-Award | A | COMMON CLASS | 90 | 0.00 | — | 11,926 | D | ↗ |
| 2025-02-28 | Guillaume Stephen J | Officer | P-Purchase | A | COMMON CLASS | 13 | 57.45 | 746.85 | 4,077 | D | ↗ |
| 2025-02-18 | Guillaume Stephen J | Officer | A-Award | A | COMMON CLASS | 15 | 0.00 | — | 4,064 | D | ↗ |
| 2025-02-03 | Painter John P II | Director | P-Purchase | A | COMMON CLASS | 110 | 60.00 | 6.6K | 2,088 | D | ↗ |
| 2025-02-03 | Gephart LeeAnn | Officer | S-Sale | A | COMMON CLASS | 21 | 69.19 | 1.5K | 579 | D | ↗ |
| 2025-01-02 | LANDY R JOSEPH | Director | G-Gift | D | COMMON CLASS | 40 | 0.00 | — | 26,997 | D | ↗ |
| 2024-12-31 | Gephart LeeAnn | Officer | A-Award | A | COMMON CLASS | 72 | 0.00 | — | 600 | D | ↗ |
| 2024-12-31 | Cook Zerick D | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-30 | Behm John D | Director | — | — | COMMON CLASS | 0 | 0.00 | — | 12,846 | D | ↗ |
| 2024-12-16 | SCHADLER ALLETTA M | Director | A-Award | A | COMMON CLASS | 66 | 0.00 | — | 29,651 | D | ↗ |
| 2024-12-16 | Painter John P II | Director | A-Award | A | COMMON CLASS | 66 | 0.00 | — | 1,970 | D | ↗ |
| 2024-12-16 | OSBORNE TERRY B | Director | A-Award | A | COMMON CLASS | 66 | 0.00 | — | 12,675 | D | ↗ |
| 2024-12-16 | LANDY R JOSEPH | Director | A-Award | A | COMMON CLASS | 66 | 0.00 | — | 27,037 | D | ↗ |
| 2024-12-16 | KUNES CHRISTOPHER W | Director | A-Award | A | COMMON CLASS | 66 | 0.00 | — | 12,162 | D | ↗ |
| 2024-12-16 | Hilfiger Janie M | Director | A-Award | A | COMMON CLASS | 66 | 0.00 | — | 3,139 | D | ↗ |
| 2024-12-16 | GRAHAM ROGER C JR | Director | A-Award | A | COMMON CLASS | 66 | 0.00 | — | 64,874 | D | ↗ |
| 2024-12-16 | DePaola Rinaldo A | Director | A-Award | A | COMMON CLASS | 66 | 0.00 | — | 16,063 | D | ↗ |
| 2024-12-16 | Chappell Robert W | Director | A-Award | A | COMMON CLASS | 66 | 0.00 | — | 11,752 | D | ↗ |
| 2024-11-29 | Guillaume Stephen J | Officer | P-Purchase | A | COMMON CLASS | 13 | 67.08 | 872.03 | 4,008 | D | ↗ |
| 2024-11-26 | LANDY R JOSEPH | Director | G-Gift | D | COMMON CLASS | 350 | 0.00 | — | 26,971 | D | ↗ |
| 2024-11-20 | RICHARDS DAVID Z JR | Director / Officer | S-Sale | D | COMMON CLASS | 121 | 69.50 | 8.4K | 1,457 | D | ↗ |
| 2024-11-04 | Painter John P II | Director | P-Purchase | A | COMMON CLASS | 290 | 56.65 | 16.4K | 1,904 | D | ↗ |
| 2024-09-20 | LANDY R JOSEPH | Director | G-Gift | D | COMMON CLASS | 40 | 0.00 | — | 27,119 | D | ↗ |
| 2024-09-17 | SCHADLER ALLETTA M | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 29,585 | — | ↗ |
| 2024-09-17 | Painter John P II | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 1,372 | — | ↗ |
| 2024-09-17 | OSBORNE TERRY B | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 12,609 | — | ↗ |
| 2024-09-17 | LANDY R JOSEPH | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 27,159 | — | ↗ |
| 2024-09-17 | KUNES CHRISTOPHER W | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 11,690 | — | ↗ |
| 2024-09-17 | Hilfiger Janie M | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 2,702 | — | ↗ |
| 2024-09-17 | GRAHAM ROGER C JR | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 64,252 | — | ↗ |
| 2024-09-17 | Freeman Thomas E. | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 14,670 | — | ↗ |
| 2024-09-17 | DePaola Rinaldo A | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 15,997 | — | ↗ |
| 2024-09-17 | Chappell Robert W | Director | A-Award | A | COMMON CLASS | 94 | 0.00 | — | 11,602 | — | ↗ |
| 2024-08-30 | RICHARDS DAVID Z JR | Director / Officer | S-Sale | D | COMMON CLASS | 500 | 54.87 | 27.4K | 1,565 | — | ↗ |
| 2024-08-19 | White Jeffrey R | Officer | A-Award | A | COMMON CLASS | 1,517 | 49.43 | 75.0K | 1,517 | — | ↗ |
| 2024-07-16 | LANDY R JOSEPH | Director | G-Gift | D | COMMON CLASS | 20 | 0.00 | — | 26,887 | — | ↗ |
| 2024-07-11 | White Jeffrey R | Officer | — | D | COMMON CLASS | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-28 | WILSON JEFFREY L | Officer | J-Other | A | COMMON CLASS | 75 | 43.95 | 3.3K | 7,600 | — | ↗ |
| 2024-06-28 | SCHADLER ALLETTA M | Director | J-Other | A | COMMON CLASS | 290 | 43.95 | 12.7K | 29,491 | — | ↗ |
| 2024-06-28 | RICHARDS DAVID Z JR | Director / Officer | J-Other | A | COMMON CLASS | 20 | 43.95 | 888.94 | 2,046 | — | ↗ |
| 2024-06-28 | Painter John P II | Director | J-Other | A | COMMON CLASS | 12 | 43.95 | 512.36 | 1,273 | — | ↗ |
| 2024-06-28 | OSBORNE TERRY B | Director | J-Other | A | COMMON CLASS | 123 | 43.95 | 5.4K | 12,515 | — | ↗ |
| 2024-06-28 | LANDY R JOSEPH | Director | J-Other | A | COMMON CLASS | 264 | 43.95 | 11.6K | 26,907 | — | ↗ |
| 2024-06-28 | KUNES CHRISTOPHER W | Director | J-Other | A | COMMON CLASS | 113 | 43.95 | 5.0K | 11,550 | — | ↗ |
| 2024-06-28 | KOSA E GENE | Director | J-Other | A | COMMON CLASS | 66 | 43.95 | 2.9K | 6,702 | — | ↗ |
| 2024-06-28 | JONES MICKEY L | Director / Officer | J-Other | A | COMMON CLASS | 132 | 43.95 | 5.8K | 13,548 | — | ↗ |
| 2024-06-28 | Hilfiger Janie M | Director | J-Other | A | COMMON CLASS | 24 | 43.95 | 1.0K | 2,590 | — | ↗ |
| 2024-06-28 | Guillaume Stephen J | Officer | J-Other | A | COMMON CLASS | 39 | 43.95 | 1.7K | 3,931 | — | ↗ |
| 2024-06-28 | Gephart LeeAnn | Officer | J-Other | A | COMMON CLASS | 5 | 43.95 | 219.75 | 528 | — | ↗ |
| 2024-06-28 | GRAHAM ROGER C JR | Director | J-Other | A | COMMON CLASS | 628 | 43.95 | 27.6K | 63,551 | — | ↗ |
| 2024-06-28 | Freeman Thomas E. | Director | J-Other | A | COMMON CLASS | 142 | 43.95 | 6.2K | 14,439 | — | ↗ |
| 2024-06-28 | DePaola Rinaldo A | Director | J-Other | A | COMMON CLASS | 154 | 43.95 | 6.8K | 15,903 | — | ↗ |
| 2024-06-28 | Cook Zerick D | Officer | J-Other | A | COMMON CLASS | 20 | 43.95 | 866.47 | 1,991 | — | ↗ |
| 2024-06-28 | Chappell Robert W | Director | J-Other | A | COMMON CLASS | 112 | 43.95 | 4.9K | 11,415 | — | ↗ |
| 2024-06-28 | Behm John D | Director | J-Other | A | COMMON CLASS | 129 | 43.95 | 5.7K | 13,031 | — | ↗ |
| 2024-06-28 | BLACK RANDALL E | Director / Officer | J-Other | A | COMMON CLASS | 426 | 43.95 | 18.7K | 43,106 | — | ↗ |
| 2024-06-18 | SCHADLER ALLETTA M | Director | A-Award | A | COMMON CLASS | 29,201 | 0.00 | — | 29,201 | — | ↗ |
| 2024-06-18 | LANDY R JOSEPH | Director | A-Award | A | COMMON CLASS | 107 | 0.00 | — | 24,891 | — | ↗ |
| 2024-06-18 | KUNES CHRISTOPHER W | Director | A-Award | A | COMMON CLASS | 107 | 0.00 | — | 11,437 | — | ↗ |
| 2024-06-18 | Hilfiger Janie M | Director | A-Award | A | COMMON CLASS | 107 | 0.00 | — | 2,566 | — | ↗ |
| 2024-06-18 | GRAHAM ROGER C JR | Director | A-Award | A | COMMON CLASS | 107 | 0.00 | — | 62,923 | — | ↗ |
| 2024-06-18 | Freeman Thomas E. | Director | A-Award | A | COMMON CLASS | 107 | 0.00 | — | 14,297 | — | ↗ |
| 2024-06-18 | DePaola Rinaldo A | Director | A-Award | A | COMMON CLASS | 107 | 0.00 | — | 15,749 | — | ↗ |
| 2024-06-18 | Chappell Robert W | Director | A-Award | A | COMMON CLASS | 107 | 0.00 | — | 11,303 | — | ↗ |
| 2024-06-13 | WILSON JEFFREY L | Officer | A-Award | A | COMMON CLASS | 69 | 43.15 | 3.0K | 7,525 | — | ↗ |
| 2024-06-03 | RICHARDS DAVID Z JR | Director / Officer | A-Award | A | COMMON CLASS | 557 | 0.00 | — | 2,026 | — | ↗ |
| 2024-06-03 | Guillaume Stephen J | Officer | A-Award | A | COMMON CLASS | 306 | 0.00 | — | 3,892 | — | ↗ |
| 2024-06-03 | Gephart LeeAnn | Officer | A-Award | A | COMMON CLASS | 244 | 0.00 | — | 523 | — | ↗ |
| 2024-06-03 | Cook Zerick D | Officer | A-Award | A | COMMON CLASS | 311 | 0.00 | — | 1,972 | — | ↗ |
| 2024-05-09 | LANDY R JOSEPH | Director | G-Gift | D | COMMON CLASS | 40 | 0.00 | — | 24,756 | — | ↗ |
| 2024-04-30 | Guillaume Stephen J | Officer | P-Purchase | A | COMMON CLASS | 300 | 40.00 | 12.0K | 3,586 | — | ↗ |
| 2024-04-18 | KOSA E GENE | Director | G-Gift | A | COMMON CLASS | 100 | 0.00 | — | 6,580 | — | ↗ |
| 2024-03-20 | SCHADLER ALLETTA M | Director | A-Award | A | COMMON CLASS | 98 | 0.00 | — | 29,094 | — | ↗ |
| 2024-03-20 | LANDY R JOSEPH | Director | A-Award | A | COMMON CLASS | 98 | 0.00 | — | 24,609 | — | ↗ |
| 2024-03-20 | KUNES CHRISTOPHER W | Director | A-Award | A | COMMON CLASS | 98 | 0.00 | — | 11,058 | — | ↗ |
| 2024-03-20 | KOSA E GENE | Director | A-Award | A | COMMON CLASS | 98 | 0.00 | — | 6,480 | — | ↗ |
| 2024-03-20 | Hilfiger Janie M | Director | A-Award | A | COMMON CLASS | 98 | 0.00 | — | 2,218 | — | ↗ |
| 2024-03-20 | GRAHAM ROGER C JR | Director | A-Award | A | COMMON CLASS | 98 | 0.00 | — | 62,166 | — | ↗ |
| 2024-03-20 | Freeman Thomas E. | Director | A-Award | A | COMMON CLASS | 98 | 0.00 | — | 14,047 | — | ↗ |
| 2024-03-20 | DePaola Rinaldo A | Director | A-Award | A | COMMON CLASS | 98 | 0.00 | — | 15,642 | — | ↗ |
| 2024-03-20 | Chappell Robert W | Director | A-Award | A | COMMON CLASS | 98 | 0.00 | — | 11,098 | — | ↗ |
| 2024-02-28 | BLACK RANDALL E | Director / Officer | A-Award | A | COMMON CLASS | 30 | 53.84 | 1.6K | 42,263 | — | ↗ |
| 2024-02-21 | BLACK RANDALL E | Director / Officer | P-Purchase | A | COMMON CLASS | 100 | 48.00 | 4.8K | 42,233 | — | ↗ |
| 2024-02-20 | BLACK RANDALL E | Director / Officer | P-Purchase | A | COMMON CLASS | 400 | 48.00 | 19.2K | 42,133 | — | ↗ |
| 2024-01-22 | LANDY R JOSEPH | Director | G-Gift | D | COMMON CLASS | 20 | 0.00 | — | 24,481 | — | ↗ |
| 2024-01-04 | LANDY R JOSEPH | Director | G-Gift | D | COMMON CLASS | 20 | 0.00 | — | 24,365 | — | ↗ |
| 2023-12-28 | RICHARDS DAVID Z JR | Director / Officer | A-Award | A | COMMON CLASS | 242 | 0.00 | — | 1,445 | — | ↗ |
| 2023-12-28 | Guillaume Stephen J | Officer | A-Award | A | COMMON CLASS | 161 | 0.00 | — | 3,229 | — | ↗ |
| 2023-12-28 | Gephart LeeAnn | Officer | A-Award | A | COMMON CLASS | 161 | 0.00 | — | 279 | — | ↗ |
| 2023-10-27 | LANDY R JOSEPH | Director | P-Purchase | A | COMMON CLASS | 500 | 47.50 | 23.8K | 26,493 | — | ↗ |
| 2023-10-25 | Guillaume Stephen J | Officer | P-Purchase | A | COMMON CLASS | 500 | 44.25 | 22.1K | 3,068 | — | ↗ |
| 2023-10-24 | LANDY R JOSEPH | Director | G-Gift | D | COMMON CLASS | 20 | 0.00 | — | 23,617 | — | ↗ |
| 2023-10-05 | Marino Robert Joseph | Director | S-Sale | D | COMMON CLASS | 1,000 | 45.47 | 45.5K | 36,074 | D | ↗ |
| 2023-10-04 | Marino Robert Joseph | Director | S-Sale | D | COMMON CLASS | 1,324 | 46.44 | 61.5K | 39,014 | D | ↗ |
| 2023-09-29 | Marino Robert Joseph | Director | S-Sale | D | COMMON CLASS | 535 | 49.00 | 26.2K | 41,277 | D | ↗ |
| 2023-09-22 | LANDY R JOSEPH | Director | G-Gift | D | COMMON CLASS | 20 | 0.00 | — | 23,451 | — | ↗ |
| 2023-09-18 | RICHARDS DAVID Z JR | Director / Officer | S-Sale | D | COMMON CLASS | 1,500 | 50.79 | 76.2K | 1,190 | — | ↗ |
| 2023-09-18 | Marino Robert Joseph | — | S-Sale | D | COMMON CLASS | 1,000 | 51.00 | 51.0K | 42,821 | — | ↗ |
| 2023-08-28 | SCHADLER ALLETTA M | Director | A-Award | A | COMMON CLASS | 200 | 0.00 | — | 28,996 | — | ↗ |
| 2023-08-28 | LANDY R JOSEPH | Director | A-Award | A | COMMON CLASS | 200 | 0.00 | — | 23,450 | — | ↗ |
| 2023-08-28 | KUNES CHRISTOPHER W | Director | A-Award | A | COMMON CLASS | 200 | 0.00 | — | 10,443 | — | ↗ |
| 2023-08-28 | KOSA E GENE | Director | A-Award | A | COMMON CLASS | 200 | 0.00 | — | 6,284 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Randall E. Black CEO & President of the Company and Bank | 675.0K | 250.00 | 90.0K | — | — | 447.4K | 1.21M | 7.42% | ↗ |
| 2 | 2025 | David Z. Richards, Jr. Senior Executive Vice President, Director of Emerging Markets | 327.6K | 250.00 | — | — | — | 68.0K | 395.8K | 0.00% | ↗ |
| 3 | 2025 | Jeffrey L. Wilson Senior Executive Vice President, Chief Credit Officer | 275.0K | 250.00 | — | — | — | 106.8K | 382.0K | 0.00% | ↗ |
| 4 | 2025 | Jeffrey R. White Executive Vice President, Chief Operating Officer | 283.3K | 25.3K | 8.0K | — | — | 43.2K | 359.7K | 2.23% | ↗ |
| 5 | 2025 | Stephen J. Guillaume Executive Vice President, Chief Financial Officer, Treasurer of the Company and Bank | 250.0K | 9.1K | 19.7K | — | — | 41.2K | 320.0K | 6.17% | ↗ |
| 6 | 2024 | Randall E. Black CEO & President of the Company and Bank | 600.0K | 250.00 | 1.6K | — | 546.0K | 251.7K | 1.40M | 0.12% | ↗ |
| 7 | 2024 | David Z. Richards, Jr. Senior Executive Vice President, Director of Emerging Markets | 312.0K | 250.00 | 24.0K | — | 83.3K | 66.8K | 486.4K | 4.94% | ↗ |
| 8 | 2024 | Jeffrey L. Wilson Senior Executive Vice President, Chief Credit Officer | 242.0K | 250.00 | — | — | 64.4K | 76.7K | 383.3K | 0.00% | ↗ |
| 9 | 2024 | Mickey L. Jones Senior Executive Vice President, Chief Operating Officer, Treasurer of the Company and Bank | 260.3K | 250.00 | — | — | — | 66.9K | 327.5K | 0.00% | ↗ |
| 10 | 2023 | Randall E. Black CEO & President of the Company and Bank | 575.0K | 250.00 | 16.7K | — | 519.9K | 147.5K | 1.26M | 1.32% | ↗ |
| 11 | 2023 | Mickey L. Jones Senior Executive Vice President, Chief Operating Officer, Treasurer of the Company and Bank | 350.0K | 250.00 | 9.3K | — | 230.5K | 162.7K | 752.7K | 1.23% | ↗ |
| 12 | 2023 | David Z. Richards, Jr. Senior Executive Vice President, Director of Emerging Markets | 300.0K | 250.00 | 45.1K | — | 56.2K | 62.2K | 463.7K | 9.73% | ↗ |
| 13 | 2022 | Randall E. Black CEO & President of the Company and Bank | 590.8K | 250.00 | 20.9K | — | 561.2K | 271.7K | 1.44M | 1.45% | ↗ |
| 14 | 2022 | Mickey L. Jones Senior Executive Vice President, Chief Operating Officer, Treasurer of the Company and Bank | 329.6K | 250.00 | 11.7K | — | 229.3K | 152.4K | 723.2K | 1.61% | ↗ |
| 15 | 2022 | Mickey L. Jones Executive Vice President, Chief Operating Officer, Treasurer of the Company and Bank | 495.9K | 250.00 | 11.7K | — | — | 152.4K | 494.0K | 2.36% | ↗ |
| 16 | 2022 | Stephen J. Guillaume Senior Vice President, Chief Financial Officer | 339.9K | 250.00 | 8.4K | — | — | 12.7K | 182.6K | 4.61% | ↗ |
| 17 | 2021 | Randall E. Black CEO & President of the Company and Bank | — | 250.00 | 13.7K | — | 505.6K | 554.3K | 1.65M | 0.83% | ↗ |
| 18 | 2021 | Mickey L. Jones Senior Executive Vice President, Chief Operating Officer, Treasurer of the Company and Bank | 350.0K | 250.00 | 8.4K | — | 205.5K | 210.6K | 744.7K | 1.13% | ↗ |
| 19 | 2021 | Mickey L. Jones Executive Vice President, Chief Operating Officer, Treasurer of the Company and Bank | 329.6K | 250.00 | 8.4K | — | 205.5K | 210.6K | 744.7K | 1.13% | ↗ |
| 20 | 2021 | Stephen J. Guillaume Senior Vice President, Chief Financial Officer | 161.3K | 250.00 | 8.2K | — | 19.7K | 13.4K | 180.6K | 4.54% | ↗ |
| 21 | 2020 | Randall E. Black CEO & President of the Company and Bank | — | 450.00 | 73.5K | — | 446.3K | 296.0K | 1.31M | 5.60% | ↗ |
| 22 | 2020 | Mickey L. Jones Executive Vice President, Chief Operating Officer, Treasurer of the Company and Bank | 320.0K | 450.00 | 37.6K | — | 203.5K | 125.0K | 706.4K | 5.32% | ↗ |
| 23 | 2020 | Stephen J. Guillaume Senior Vice President, Chief Financial Officer | 139.1K | 1.7K | 8.2K | — | 19.2K | 7.8K | 175.1K | 4.69% | ↗ |
| 24 | 2019 | Randall E. Black CEO & President of the Company and Bank | 495.9K | — | 88.6K | — | 171.6K | 233.8K | 944.5K | 9.38% | ↗ |
| 25 | 2019 | Mickey L. Jones Executive Vice President, Chief Operating Officer, Treasurer of the Company and Bank | 339.9K | 250.00 | 44.0K | — | 86.5K | 152.8K | 559.1K | 7.87% | ↗ |
| 26 | 2019 | David Z. Richards, Jr. Executive Vice President, of the Bank | 254.4K | 20.3K | 43.5K | — | — | 40.8K | 358.9K | 12.11% | ↗ |
| 27 | 2019 | Terry B. Osborne Executive Vice President, Chief Credit Officer & Assistant Secretary of the Company and the Bank | 236.6K | 250.00 | 20.1K | — | — | 52.7K | 309.6K | 6.50% | ↗ |
| 28 | 2019 | Stephen J. Guillaume Senior Vice President, Chief Financial Officer | 139.1K | 2.1K | 18.5K | — | 15.5K | 5.7K | 152.1K | 12.19% | ↗ |
| 29 | 2018 | Randall E. Black CEO & President of the Company and Bank | 425.0K | — | 77.8K | — | 182.1K | 193.9K | 878.8K | 8.86% | ↗ |
| 30 | 2018 | Randall E. Black CEO & Presidetn of the Compnay and Bank | 425.0K | — | 77.8K | — | — | 193.9K | 696.8K | 11.17% | ↗ |
| 31 | 2018 | Mickey L. Jones Executive Vice President, Chief Operating Officer, Treasurer of the Company and Bank | 275.6K | — | 38.6K | — | 89.7K | 100.7K | 489.0K | 7.90% | ↗ |
| 32 | 2018 | Terry B. Osborne Executive Vice President, Chief Credit Officer & Assistant Secretary of the Company and the Bank | 229.7K | — | 21.1K | — | 35.4K | 150.3K | 436.5K | 4.83% | ↗ |
| 33 | 2018 | Mickey L. Jones Executive Vice President, Chief Operating Officer, CFO & Treasurer of the Company and Bank | 260.0K | — | 38.6K | — | — | 108.6K | 399.3K | 9.67% | ↗ |
| 34 | 2018 | David Z. Richards, Jr. Executive Vice President, of the Bank | — | — | 30.0K | — | 33.0K | 36.3K | 329.2K | 9.10% | ↗ |
| 35 | 2018 | Jeffrey L. Wilson Executive Vice President, Chief Lending Officer of the Bank | 162.0K | — | 16.1K | — | — | 55.6K | 248.2K | 6.48% | ↗ |
| 36 | 2017 | Randall E. Black CEO & Presidetn of the Compnay and Bank | 390.0K | 750.00 | 56.4K | — | 112.5K | 107.4K | 692.6K | 8.14% | ↗ |
| 37 | 2017 | Randall E. Black CEO & President of the Company and Bank | 390.0K | 750.00 | 56.4K | — | 112.5K | 133.0K | 692.6K | 8.14% | ↗ |
| 38 | 2017 | Mickey L. Jones Executive Vice President, Chief Operating Officer, Treasurer of the Company and Bank | 240.0K | 250.00 | 25.9K | — | 55.2K | 92.1K | 413.4K | 6.26% | ↗ |
| 39 | 2017 | Mickey L. Jones Executive Vice President, Chief Operating Officer, CFO & Treasurer of the Company and Bank | 240.0K | 250.00 | 25.9K | — | 55.2K | 90.1K | 413.4K | 6.26% | ↗ |
| 40 | 2017 | Terry B. Osborne Executive Vice President, Chief Credit Officer & Assistant Secretary of the Company and the Bank | 223.0K | — | 17.1K | — | 32.0K | 110.5K | 382.5K | 4.46% | ↗ |
| 41 | 2017 | Terry B. Osborne Executive Vice President Chief Credit Officer & Secretary of the Company and the Bank | 223.0K | — | 17.1K | — | — | 110.5K | 350.5K | 4.87% | ↗ |
| 42 | 2017 | Jeffrey L. Wilson Executive Vice President, Chief Lending Officer of the Bank | 152.0K | 250.00 | 11.2K | — | 19.0K | 60.1K | 221.6K | 5.04% | ↗ |
| 43 | 2017 | Jeffrey B. Carr Senior Vice President, Chief Retail Banking Officer of the Bank | 145.0K | — | 8.5K | — | — | 24.9K | 178.5K | 4.79% | ↗ |
| 44 | 2017 | David Z. Richards, Jr. Executive Vice President, of the Bank | 230.0K | 750.00 | — | — | 455.00 | — | 5.2K | 0.00% | ↗ |
| 45 | 2016 | Randall E. Black CEO & President of the Company and Bank | 367.9K | — | 64.4K | — | 98.0K | 124.7K | 655.0K | 9.83% | ↗ |
| 46 | 2016 | Randall E. Black CEO & Presidetn of the Compnay and Bank | 367.9K | — | 64.4K | — | 98.0K | 127.4K | 655.0K | 9.83% | ↗ |
| 47 | 2016 | Mickey L. Jones Executive Vice President, Chief Operating Officer, CFO & Treasurer of the Company and Bank | 222.0K | — | 34.9K | — | 46.7K | 80.2K | 384.1K | 9.08% | ↗ |
| 48 | 2016 | Terry B. Osborne Executive Vice President Chief Credit Officer & Secretary of the Company and the Bank | 213.1K | — | 22.6K | — | 32.6K | 70.4K | 338.6K | 6.69% | ↗ |
| 49 | 2016 | Terry B. Osborne Executive Vice President, Chief Credit Officer & Assistant Secretary of the Company and the Bank | 213.1K | — | 22.6K | — | 32.6K | 70.1K | 338.6K | 6.69% | ↗ |
| 50 | 2016 | Jeffrey L. Wilson Executive Vice President, Chief Lending Officer of the Bank | 145.0K | — | 9.8K | — | 18.8K | 23.7K | 206.4K | 4.73% | ↗ |
| 51 | 2016 | Jeffrey B. Carr Senior Vice President, Chief Retail Banking Officer of the Bank | 140.0K | — | 10.8K | — | 15.5K | 18.3K | 184.5K | 5.83% | ↗ |
| 52 | 2015 | Randall E. Black CEO & President of the Company and Bank | 351.5K | — | 66.2K | — | 96.9K | 156.7K | 671.4K | 9.87% | ↗ |
| 53 | 2015 | Terry B. Osborne Executive Vice President Chief Credit Officer & Secretary of the Company and the Bank | 207.8K | — | 23.2K | — | 33.3K | 128.7K | 392.9K | 5.91% | ↗ |
| 54 | 2015 | Mickey L. Jones Executive Vice President, Chief Operating Officer, CFO & Treasurer of the Company and Bank | 210.5K | — | 35.6K | — | 46.3K | 82.7K | 375.1K | 9.49% | ↗ |
| 55 | 2015 | Jeffrey L. Wilson Executive Vice President, Chief Lending Officer of the Bank | 132.6K | — | 10.6K | — | 17.7K | 41.9K | 202.8K | 5.21% | ↗ |
| 56 | 2015 | Jeffrey L. Wilson Senior Vice President, Chief Lending Officer of the Bank | 132.6K | — | 10.6K | — | — | 41.9K | 185.1K | 5.71% | ↗ |
| 57 | 2015 | Jeffrey B. Carr Senior Vice President, Chief Retail Banking Officer of the Bank | 129.8K | — | 12.5K | — | 16.0K | 20.5K | 178.9K | 7.00% | ↗ |
| 58 | 2014 | Randall E. Black CEO & President of the Company and Bank | 329.2K | 3.0K | 55.8K | — | 90.0K | 20.4K | 487.3K | 11.46% | ↗ |
| 59 | 2014 | Randall E. Black CEO President of the Company and Bank | 329.2K | 3.0K | 55.8K | — | — | 20.4K | 397.2K | 14.06% | ↗ |
| 60 | 2014 | Mickey L. Jones Executive Vice President, Chief Operating Officer, CFO & Treasurer of the Company and Bank | 199.6K | 1.5K | 25.9K | — | 43.1K | 25.1K | 295.2K | 8.78% | ↗ |
| 61 | 2014 | Terry B. Osborne Executive Vice President Chief Credit Officer & Secretary of the Company and the Bank | 200.7K | 1.5K | 17.5K | — | 31.2K | 12.9K | 255.7K | 6.83% | ↗ |
| 62 | 2014 | Mickey L. Jones Executive Vice President, Chief Operating Officer, CFO Treasurer of the Company and Bank | 199.6K | 1.5K | 25.9K | — | — | 12.3K | 252.1K | 10.28% | ↗ |
| 63 | 2014 | Terry B. Osborne Executive Vice President Chief Credit Officer Secretary of the Company and the Bank | 200.7K | 1.5K | 17.5K | — | — | 12.9K | 224.5K | 7.78% | ↗ |
| 64 | 2014 | Jeffrey B. Carr Senior Vice President, Chief Retail Banking Officer of the Bank | 126.0K | 750.00 | 8.0K | — | 16.3K | 9.8K | 160.9K | 4.98% | ↗ |
| 65 | 2014 | Jeffrey L. Wilson Senior Vice President, Chief Lending Officer of the Bank | 128.8K | 750.00 | 9.5K | — | 15.5K | 7.2K | 155.8K | 6.10% | ↗ |
| 66 | 2014 | Jeffrey L. Wilson Executive Vice President, Chief Lending Officer of the Bank | 128.8K | 750.00 | 9.5K | — | 15.5K | 7.2K | 155.8K | 6.10% | ↗ |
| 67 | 2013 | Randall E. Black CEO President of the Company and Bank | 312.3K | 5.0K | 47.7K | — | 93.0K | 22.1K | 533.7K | 8.93% | ↗ |
| 68 | 2013 | Randall E. Black CEO & President of the Company and Bank | 312.3K | 5.0K | 47.7K | — | 93.0K | 75.7K | 533.7K | 8.93% | ↗ |
| 69 | 2013 | Terry B. Osborne Executive Vice President Chief Credit Officer & Secretary of the Company and the Bank | 192.6K | 1.0K | 15.4K | — | 32.9K | 115.2K | 357.2K | 4.31% | ↗ |
| 70 | 2013 | Terry B. Osborne Executive Vice President Chief Credit Officer Secretary of the Company and the Bank | 192.6K | 1.0K | 15.4K | — | 32.9K | 12.7K | 357.2K | 4.31% | ↗ |
| 71 | 2013 | Mickey L. Jones Executive Vice President, Chief Operating Officer, CFO Treasurer of the Company and Bank | 190.7K | 1.0K | 22.8K | — | 45.0K | 13.0K | 300.4K | 7.57% | ↗ |
| 72 | 2013 | Mickey L. Jones Executive Vice President, Chief Operating Officer, CFO & Treasurer of the Company and Bank | 190.7K | 1.0K | 22.8K | — | 45.0K | 41.0K | 300.4K | 7.57% | ↗ |
| 73 | 2013 | Jeffrey L. Wilson Senior Vice President, Chief Lending Officer of the Bank | 125.0K | — | 9.2K | — | 17.0K | 43.8K | 195.0K | 4.70% | ↗ |
| 74 | 2013 | Jeffrey B. Carr Senior Vice President, Chief Retail Banking Officer of the Bank | 122.2K | — | 7.9K | — | 15.4K | 18.6K | 164.0K | 4.79% | ↗ |
| 75 | 2012 | Randall E. Black CEO President of the Company and Bank | 283.8K | — | 49.4K | — | 82.1K | 17.7K | 453.0K | 10.90% | ↗ |
| 76 | 2012 | Terry B. Osborne Executive Vice President Chief Credit Officer Secretary of the Company and the Bank | 187.1K | 1.0K | 15.8K | — | 30.4K | 11.5K | 282.9K | 5.59% | ↗ |
| 77 | 2012 | Mickey L. Jones Executive Vice President, Chief Operating Officer, CFO Treasurer of the Company and Bank | 177.2K | 1.0K | 22.0K | — | 40.5K | 10.8K | 270.4K | 8.15% | ↗ |
| 78 | 2012 | Jeffrey L. Wilson Senior Vice President, Chief Lending Officer of the Bank | 120.0K | — | 6.8K | — | 15.2K | 6.1K | 163.9K | 4.16% | ↗ |
| 79 | 2012 | Jeffrey L. Wilson Senior Vice President, Chief Lending Officer | 120.0K | — | 6.8K | — | — | 6.1K | 148.8K | 4.59% | ↗ |
| 80 | 2012 | Kathleen M. Campbell Senior Vice President, Marketing Training Manager | 103.2K | — | 7.2K | — | — | 6.3K | 129.4K | 5.59% | ↗ |
| 81 | 2011 | Randall E. Black CEO President of the Company and Bank | 256.2K | 2.5K | 43.3K | — | 91.5K | 21.1K | 459.2K | 9.43% | ↗ |
| 82 | 2011 | Terry B. Osborne Executive Vice President Chief Credit Officer Secretary of the Company and the Bank | 184.0K | 1.5K | 20.5K | — | 30.6K | 11.5K | 350.4K | 5.85% | ↗ |
| 83 | 2011 | Mickey L. Jones Executive Vice President, Chief Operating Officer, CFO Treasurer of the Company and Bank | 164.0K | 1.5K | 19.6K | — | 41.7K | 9.5K | 275.3K | 7.11% | ↗ |
| 84 | 2011 | Jeffrey L. Wilson Senior Vice President, Chief Lending Officer | 113.5K | — | 5.8K | — | 13.6K | 5.5K | 152.7K | 3.82% | ↗ |
| 85 | 2011 | Kathleen M. Campbell Senior Vice President, Marketing Training Manager | 101.2K | — | 8.3K | — | 13.3K | 7.6K | 143.2K | 5.82% | ↗ |
| 86 | 2010 | Randall E. Black CEO President of the Company and Bank | 235.0K | 10.0K | 38.0K | — | 43.3K | 17.3K | 512.3K | 7.41% | ↗ |
| 87 | 2010 | Terry B. Osborne Executive Vice President Chief Credit Officer Secretary of the Company and the Bank | 175.0K | 5.0K | 21.0K | — | 20.5K | 11.9K | 373.7K | 5.62% | ↗ |
| 88 | 2010 | Mickey L. Jones Executive Vice President, Chief Operating Officer, CFO Treasurer of the Company and Bank | 150.0K | 5.0K | 18.5K | — | 19.6K | 9.0K | 298.7K | 6.20% | ↗ |
| 89 | 2010 | Kathleen M. Campbell Senior Vice President, Marketing Training Manager | 99.2K | 5.1K | 8.7K | — | 8.4K | 5.5K | 136.6K | 6.33% | ↗ |
| 90 | 2010 | Jeffrey L. Wilson Senior Vice President, Chief Lending Officer | 99.0K | 1.5K | 559.00 | — | 5.8K | 4.7K | 120.6K | 0.46% | ↗ |
| 91 | 2009 | Randall E. Black CEO President of the Company and Bank | 210.0K | — | 50.2K | — | 37.8K | 17.4K | 411.5K | 12.20% | ↗ |
| 92 | 2009 | Terry B. Osborne Executive Vice President Chief Credit Officer Secretary of the Company and the Bank | 165.0K | — | 20.5K | — | 19.9K | 10.5K | 321.5K | 6.37% | ↗ |
| 93 | 2009 | Mickey L. Jones Executive Vice President, Chief Operating Officer, CFO Treasurer of the Company and Bank | 140.0K | — | 19.4K | — | 18.3K | 7.7K | 246.5K | 7.87% | ↗ |
| 94 | 2009 | Kathleen M. Campbell Senior Vice President, Marketing Training Manager | 98.7K | — | 8.8K | — | 8.5K | 5.0K | 129.0K | 6.84% | ↗ |
| 95 | 2009 | Jeffrey L. Wilson Senior Vice President, Chief Lending Officer | 92.5K | 3.0K | 7.0K | — | 4.6K | 4.8K | 120.4K | 5.78% | ↗ |
| 96 | 2006 | Randall E. Black CEO President of the Company and Bank | 154.5K | 5.0K | — | — | 2.7K | 7.5K | 184.1K | 0.00% | ↗ |
| 97 | 2006 | Terry B. Osborne Executive Vice President Secretary of the Company and the Bank | 137.2K | — | 525.00 | — | 2.2K | 8.8K | 179.5K | 0.29% | ↗ |
| 98 | 2006 | Thomas C. Lyman Vice President Asst. Treasurer of the Company and Bank | 95.4K | — | — | — | 1.5K | 2.9K | 137.7K | 0.00% | ↗ |
| 99 | 2006 | Douglas W. Whitten Senior Vice President Operations Division Manager | 92.7K | — | 42.00 | — | 1.5K | 3.4K | 120.5K | 0.03% | ↗ |
| 100 | 2006 | Mickey L. Jones Executive Vice President, CFO Treasurer of the Company and Bank | 105.0K | — | — | — | 1.6K | 3.2K | 114.8K | 0.00% | ↗ |
| 101 | 2005 | Randall E. Black CEO President of the Company and Bank | 150.0K | 25.5K | — | — | — | 13.6K | 189.1K | 0.00% | ↗ |
| 102 | 2005 | Terry B. Osborne Executive Vice President Secretary of the Company and Bank | 133.2K | 23.2K | — | — | — | — | 156.4K | 0.00% | ↗ |
| 103 | 2005 | Alexander D. Nadalini Senior Vice President/ Senior Credit Officer of the Bank | 105.0K | 18.4K | — | — | — | 5.7K | 129.1K | 0.00% | ↗ |
| 104 | 2005 | Thomas C. Lyman Vice President Asst. Treasurer of the Company and Bank | 92.6K | 18.0K | — | — | — | 6.2K | 116.8K | 0.00% | ↗ |
| 105 | 2005 | Kathleen M. Campbell Senior Vice President and Marketing Training Manager | 92.1K | 18.5K | — | — | — | — | 110.6K | 0.00% | ↗ |
| 106 | 2005 | Mickey L. Jones Senior Vice President, CFO Treasurer of the Company and Bank | 100.0K | 9.4K | — | — | — | — | 109.4K | 0.00% | ↗ |
| 107 | 2004 | Terry B. Osborne Executive Vice President Secretary of the Company and Bank | 125.2K | 10.9K | — | — | — | 3.1K | 139.2K | 0.00% | ↗ |
| 108 | 2004 | Randall E. Black CEO President of the Company and Bank | 104.6K | 9.8K | — | — | — | — | 114.4K | 0.00% | ↗ |
| 109 | 2004 | Alexander D. Nadalini Senior Vice President/ Senior Credit Officer of the Bank | 103.8K | 10.0K | — | — | — | — | 113.7K | 0.00% | ↗ |
| 110 | 2004 | Mickey L. Jones Senior Vice President, CFO Treasurer of the Company and Bank | — | — | — | — | — | 4.0K | 4.0K | 0.00% | ↗ |
| 111 | 2004 | Kathleen M. Campbell Senior Vice President and Marketing Training Manager | — | — | — | — | — | 803.00 | 803.00 | 0.00% | ↗ |
| 112 | 2004 | Thomas C. Lyman Vice President Asst. Treasurer of the Company and Bank | — | — | — | — | — | — | — | — | ↗ |
| 113 | 2004 | Terry B. Osborne Executive Vice President Secretary of the corporation and bank | — | — | — | — | — | — | — | — | ↗ |
| 114 | 2003 | Terry B. Osborne Executive Vice President Secretary of the Company and Bank | 117.4K | 16.5K | — | — | — | — | 134.0K | 0.00% | ↗ |
| 115 | 2003 | Randall E. Black CEO President of the Company and Bank | 100.6K | 12.1K | — | — | — | 4.8K | 117.5K | 0.00% | ↗ |
| 116 | 2003 | Alexander D. Nadalini Senior Vice President/ Senior Credit Officer of the Bank | 96.2K | 5.9K | — | — | — | 5.1K | 107.2K | 0.00% | ↗ |
| 117 | 2003 | Thomas C. Lyman Vice President Asst. Treasurer of the Company and Bank | — | — | — | — | — | 4.7K | 4.7K | 0.00% | ↗ |
| 118 | 2003 | Alexander D. Nadalini Senior Vice President/ Senior Credit Officer | — | — | — | — | — | — | — | — | ↗ |
| 119 | 2003 | Mickey L. Jones Senior Vice President, CFO Treasurer of the Company and Bank | — | — | — | — | — | — | — | — | ↗ |
| 120 | 2003 | Kathleen M. Campbell Senior Vice President and Marketing Training Manager | — | — | — | — | — | — | — | — | ↗ |
| 121 | 2003 | Terry B. Osborne Executive Vice President Secretary of the corporation and bank | — | — | — | — | — | — | — | — | ↗ |
| 122 | 2003 | Randall E. Black Senior Vice President/ Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 123 | 2002 | Terry B. Osborne Executive Vice President Secretary of the corporation and bank | — | — | — | — | — | — | — | — | ↗ |
| 124 | 2002 | Terry B. Osborne Executive Vice President Secretary of the corporation and bank David W. Poch Senior Vice President/ Investment Trust Division Manager | — | — | — | — | — | — | — | — | ↗ |
| 125 | 2001 | Richard E. Wilber President CEO of the corporation and bank | — | — | — | — | — | — | — | — | ↗ |
| 126 | 2001 | Terry B. Osborne Executive Vice President Secretary of the corporation and bank | — | — | — | — | — | — | — | — | ↗ |
| 127 | 2000 | Terry B. Osborne Executive Vice President Secretary of the corporation and bank | — | — | — | — | — | — | — | — | ↗ |
| 128 | 2000 | Richard E. Wilber President CEO of the corporation and bank | — | — | — | — | — | — | — | — | ↗ |
| 129 | 1999 | Richard E. Wilber President CEO of the corporation and bank | — | — | — | — | — | — | — | — | ↗ |
| 130 | 1999 | Terry B. Osborne Executive Vice President Secretary of the corporation and bank | — | — | — | — | — | — | — | — | ↗ |
| 131 | 1998 | Terry B. Osborne Executive Vice President Secretary of the corporation and bank | — | — | — | — | — | — | — | — | ↗ |
| 132 | 1998 | Richard E. Wilber President CEO of the corporation and bank | — | — | — | — | — | — | — | — | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Randall E. Black | Vice Chairman, President & Chief Executive Officer | 780.5K | male |
| Jeffrey R. White | Chief Operating Officer | 351.7K | male |
| Jeffrey L. Wilson | Executive Vice President & Chief Lending Officer of First Citizens Community Bank | 319.1K | male |
| Stephen J. Guillaume | Executive Vice President & Chief Financial Officer | 300.3K | male |
| Jeffrey Carr | Senior Vice President & Chief Retail Banking Officer of First Citizens Community Bank | 153.6K | male |
| Kathleen Campbell CFMP | Senior Vice President, CFMP & Director of Marketing of First Citizens National Bank | 109.5K | female |
| Gina Marie Boor | Corporate Secretary | — | female |
| Marina Smalanaskas | Senior Vice President & Southcentral Market Executive | — | — |
| Cynthia T. Pazzaglia | Senior Vice President of Human Resources | — | female |
| Anthony Manerchia | Senior Vice President & Chief Banking Officer | — | male |
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Community Opinion for CZFS
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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