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Citizens Community Bancorp, Inc. (CZWI)

USD23.29 +0.32 (+1.39%)
US NASDAQ Financial Services Banks - Regional
Address 2174 EastRidge Center 54701
Eau Claire, WI, US
CEO Stephen Bianchi
Website ccf.us
IPO 2004-03-30
CIK 1367859 ISIN US1749031043

Explore sections of this company profile

Description

Citizens Community Bancorp, Inc. functions as the parent entity for Citizens Community Federal N.A., offering a comprehensive array of conventional banking solutions to businesses, agricultural enterprises, and individual customers. The company facilitates client deposits through diverse products, including checking accounts, savings and money market accounts, and certificates of deposit (CDs). Its lending portfolio is equally broad, encompassing commercial real estate loans, commercial and industrial financing, agricultural land and operational loans, consumer credit, mortgages for one-to-four family residences, and home equity lines of credit. Furthermore, Citizens Community Bancorp manages an investment portfolio featuring various securities such as mortgage-backed, corporate asset-backed, U.S. government agency-sponsored, corporate debt, and trust preferred instruments. Its operations span Wisconsin and Minnesota, supported by a network of 25 full-service branches. Established in 1938, the bank holding company is headquartered in Eau Claire, Wisconsin.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
CCBI WEFP 2017-06-02 View
F&M 2019-04-24 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD23.29 +0.32 (+1.39%)
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Volume Profile
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Liquidity & share structure
Average Volume
61.5K
Beta
0.53
Float Shares
8.93M
Free Float %
92.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.11% +0.59% -1.69% +17.17% +18.26% +14.48% +37.56% +137.21% +46.45% +108.38% +214.81%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (2 ratings, all time) Buy
Price Targets & DCF
Current price
23.29
DCF (Unlevered) 18.82 -19.2%
DCF (Levered) 19.77 -15.1%

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

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
0.31
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    -9.4% Q1'26: +3.2% (vs Q1'25)
  • EPS growth
    +9.0% Q1'26: +21.9% (vs Q1'25)
  • FCF margin
    Q1'26: +13.9% (vs Q1'25)
  • EBIT margin
    Q1'26: +18.9% (vs Q1'25)
  • ROIC
    Q1'26: +15.9% (vs Q1'25)
  • Share dilution
    -4.9% Q1'26: -3.7% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 2.84× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.55) × ERP
WACC = 79% × Ke + 21% × Kd (75.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 18.82 Current price: 23.29
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 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
2.74M
est: 37.90M (-92.8%)
73.23M
est: 55.42M (+32.1%)
82.67M
est: 66.21M (+24.9%)
80.06M
est: 66.59M (+20.2%)
80.22M
est: 66.05M (+21.5%)
94.44M
est: 60.69M (+55.6%)
99.43M
est: 56.70M (+75.4%)
90.07M
est: 62.10M (+45.0%)
67.90M
67.90M – 67.90M
+9.3% YoY
74.10M
74.10M – 74.10M
+9.1% YoY
EBITDA
9.14M
est: 24.29M (-62.4%)
16.45M
est: 16.58M (-0.8%)
23.91M
est: 29.15M (-18.0%)
33.00M
est: 32.07M (+2.9%)
27.61M
est: 31.45M (-12.2%)
22.67M
est: 15.84M (+43.1%)
20.87M
est: 14.80M (+41.0%)
8.90M
est: 16.21M (-45.1%)
17.72M
17.72M – 17.72M
+9.3% YoY
19.34M
19.34M – 19.34M
+9.1% YoY
EBIT
7.29M
est: 9.40M (-22.5%)
12.28M
est: 13.75M (-10.7%)
17.28M
est: 16.43M (+5.2%)
28.96M
est: 16.52M (+75.3%)
23.58M
est: 16.39M (+43.9%)
18.93M
est: 13.37M (+41.6%)
17.45M
est: 12.49M (+39.7%)
6.31M
est: 13.68M (-53.9%)
14.96M
14.96M – 14.96M
+9.3% YoY
16.33M
16.33M – 16.33M
+9.1% YoY
Net Income
5.04M
est: 5.42M (-7.0%)
9.46M
est: 9.52M (-0.6%)
12.73M
est: 9.63M (+32.1%)
21.27M
est: 15.68M (+35.6%)
17.76M
est: 15.85M (+12.0%)
13.06M
est: 12.98M (+0.6%)
13.75M
est: 12.76M (+7.7%)
14.42M
est: 13.15M (+9.6%)
17.67M
17.67M – 17.67M
+34.3% YoY
21.50M
21.50M – 21.50M
+21.7% YoY
SGA
26.85M
est: 30.13M (-10.9%)
23.99M
est: 15.19M (+57.9%)
23.81M
est: 22.95M (+3.7%)
24.26M
est: 22.21M (+9.2%)
23.62M
est: 23.65M (-0.2%)
22.65M
est: 16.71M (+35.6%)
24.33M
est: 15.61M (+55.9%)
26.53M
est: 17.10M (+55.2%)
18.69M
18.69M – 18.69M
+9.3% YoY
20.40M
20.40M – 20.40M
+9.1% YoY
EPS
0.39
est: 0.76 (-48.7%)
0.85
est: 0.93 (-8.9%)
1.14
est: 1.06 (+7.2%)
1.98
est: 1.78 (+11.4%)
1.69
est: 1.65 (+2.6%)
1.25
est: 1.34 (-6.5%)
1.34
est: 1.32 (+1.9%)
1.46
est: 1.36 (+7.7%)
1.82
1.82 – 1.82
+34.3% YoY
2.22
2.22 – 2.22
+21.7% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 4/5 3/5 3/5 3/5 2/5 3/5
2026-05-27 B+ 3/5 4/5 3/5 3/5 3/5 2/5 3/5
2026-05-26 B+ 3/5 4/5 3/5 3/5 3/5 2/5 3/5
2026-05-22 B+ 3/5 4/5 3/5 3/5 3/5 2/5 3/5
2026-05-21 B+ 3/5 4/5 3/5 3/5 3/5 2/5 3/5
2026-05-20 B+ 3/5 4/5 3/5 3/5 3/5 2/5 3/5
2026-05-19 B+ 3/5 4/5 3/5 3/5 3/5 2/5 3/5
2026-05-18 B+ 3/5 4/5 3/5 3/5 3/5 2/5 3/5
2026-05-15 B 3/5 3/5 3/5 3/5 3/5 2/5 3/5
2026-05-14 B 3/5 3/5 3/5 3/5 3/5 2/5 3/5
2026-05-13 B 3/5 3/5 3/5 3/5 3/5 2/5 3/5
2026-05-12 B 3/5 3/5 3/5 3/5 3/5 2/5 3/5
2026-05-11 B 3/5 3/5 3/5 3/5 3/5 2/5 3/5
2026-05-08 B 3/5 3/5 3/5 3/5 3/5 2/5 3/5
2026-05-07 B 3/5 3/5 3/5 3/5 3/5 2/5 3/5
2026-05-06 B 3/5 3/5 3/5 3/5 3/5 2/5 3/5
2026-05-05 B 3/5 3/5 3/5 3/5 3/5 2/5 3/5
2026-05-04 B 3/5 3/5 3/5 3/5 3/5 2/5 3/5
2026-05-01 B 3/5 3/5 3/5 3/5 2/5 2/5 3/5
2026-04-30 B 3/5 3/5 3/5 3/5 2/5 2/5 3/5
2026-04-29 B 3/5 3/5 3/5 3/5 2/5 2/5 3/5
2026-04-28 C+ 2/5 3/5 3/5 3/5 1/5 1/5 1/5
2026-04-27 B- 2/5 4/5 3/5 4/5 1/5 1/5 1/5
2026-04-24 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-04-23 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-04-22 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-04-21 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-04-20 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-04-17 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-04-16 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
11.66M
OE per share TTM
1.19
Owner's Yield
5.94%
Maintenance CapEx ratio
10.59%
Maint CapEx / Avg PPE
22.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
84
Total invested
115.46M
Insider transactions (90d)
8
Beneficial owners (>5%)
27
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 LLC 1.03M 9.25% 1.03M IA Delaware 2021-02-17
2 Master Opportunity Fund Ltd 773.2K 6.93% 773.2K OO Delaware 2021-02-17
3 13-4064930 744.2K 7.10% 744.2K 744.2K IA Delaware 2022-02-14
4 Maltese Capital Management LLC 673.2K 6.15% 673.2K 673.2K IA, OO New York 2019-02-11
5 Terry Maltese 673.2K 6.15% 673.2K 673.2K HC, IN USA 2019-02-11
6 Wellington Management Company LLP 581.9K 5.16% 581.9K IA Delaware 2020-01-27
7 Jeffrey L. Gendell 338.3K 3.09% 338.3K IN Delaware 2019-02-14
8 GP LLC 228.6K 2.05% 228.6K OO Delaware 2021-02-17
9 QP Opportunity Fund LP 222.9K 2.00% 222.9K PN Delaware 2021-02-17
10 Tontine Financial Partners, L.P. 214.9K 1.96% 214.9K PN Delaware 2019-02-14
11 Tontine Management, L.L.C. 214.9K 1.96% 214.9K OO Delaware 2019-02-14
12 Wellington Group Holdings LLP 186.7K 1.67% 186.7K HC Massachusetts 2021-02-04
13 Wellington Investment Advisors Holdings LLP 186.7K 1.67% 186.7K HC Massachusetts 2021-02-04
14 Wellington Management Group LLP 186.7K 1.67% 186.7K HC Massachusetts 2021-02-04
15 Fourthstone QP Opportunity Fund LP 170.6K 1.51% 170.6K PN Missouri 2020-01-21
16 EJF Capital LLC 161.2K 1.40% 161.2K 161.2K IA Delaware 2020-02-13
17 EJF Sidecar Fund, Series LLC – Series E 161.2K 1.40% 161.2K 161.2K OO Delaware 2020-02-13
18 Emanuel J. Friedman 161.2K 1.40% 161.2K 161.2K IN Delaware 2020-02-13
19 Tontine Asset Associates, LLC 123.4K 1.13% 123.4K OO Delaware 2019-02-14
20 Fourthstone LLC 40.8K 0.39% 40.8K IA Cayman Islands 2022-02-14
21 L. Phillip Stone, IV 40.8K 0.39% 40.8K IN Cayman Islands 2022-02-14
22 Fourthstone GP LLC 36.3K 0.35% 36.3K OO Cayman Islands 2022-02-14
23 LP 27.9K 0.27% 27.9K PN Cayman Islands 2022-02-14
24 Fund LP 8.4K 0.08% 8.4K PN Cayman Islands 2022-02-14
25 Small-Cap Financials Fund LP 5.7K 0.05% 5.7K PN Delaware 2021-02-17
26 Manulife Financial Corporation 10.00 0.00% HC Canada 2022-02-16
27 Fourthstone Master Opportunity Fund Ltd 0.00% OO Cayman Islands 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
84
+2 vs prev Q
New positions
13
Closed positions
11
Increased
46
Reduced
23
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 151.6K +151.6K (+100.0%) 2.70B +2.7B (+100.0%) 1.56% +1.562 pp 2.10% +2.100 pp USD17.82 +0.0% 1 qtrs NEW
2 WELLINGTON MANAGEMENT GROUP LLP 691.4K +381.8K (+123.3%) 12.32M +7.3M (+147.6%) 7.12% +4.024 pp 0.00% +0.001 pp USD16.75 +6.4% 32 qtrs
3 VANGUARD GROUP INC 564.2K +5.2K (+0.9%) 10.05M +1.1M (+11.9%) 5.81% +0.217 pp 0.00% +0.000 pp USD12.18 +46.3% 56 qtrs
4 ALLIANCEBERNSTEIN L.P. 543.1K -348.1K (-39.1%) 9.68M -4.6M (-32.4%) 5.59% -3.325 pp 0.00% -0.002 pp USD11.14 +60.0% 29 qtrs
5 MANUFACTURERS LIFE INSURANCE COMPANY, THE 490.5K -2.4K (-0.5%) 8.74M +820.5K (+10.4%) 5.05% +0.120 pp 0.01% +0.001 pp USD11.98 +48.7% 31 qtrs
6 BLACKROCK, INC. 468.8K +30.7K (+7.0%) 8.35M +1.3M (+18.7%) 4.83% +0.444 pp 0.00% +0.000 pp USD14.41 +23.7% 6 qtrs
7 DIMENSIONAL FUND ADVISORS LP 336.2K +7.1K (+2.1%) 5.99M +701.8K (+13.3%) 3.46% +0.169 pp 0.00% +0.000 pp USD10.34 +72.3% 51 qtrs
8 GENDELL JEFFREY L 248.3K +— (+0.0%) 4.43M +434.6K (+10.9%) 2.56% +0.073 pp 0.08% +0.004 pp USD9.85 +80.9% 46 qtrs
9 BANC FUNDS CO LLC 246.3K +— (+0.0%) 4.39M +431.0K (+10.9%) 2.54% +0.072 pp 0.87% +0.177 pp USD9.44 +88.8% 32 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 212.3K -9.6K (-4.3%) 3.78M +216.8K (+6.1%) 2.19% -0.034 pp 0.00% +0.000 pp USD13.07 +36.3% 38 qtrs
11 UBS GROUP AG 169.8K +94.0K (+123.9%) 3.03M +1.8M (+148.2%) 1.75% +0.990 pp 0.00% +0.000 pp USD16.86 +5.7% 8 qtrs
12 FOURTHSTONE LLC 168.0K -357.0K (-68.0%) 2.99M -5.4M (-64.5%) 1.73% -3.524 pp 0.56% -0.953 pp USD15.43 +15.5% 6 qtrs
13 BRIDGEWAY CAPITAL MANAGEMENT, LLC 156.3K +— (+0.0%) 2.78M +273.5K (+10.9%) 1.61% +0.046 pp 0.06% +0.005 pp USD11.63 +53.2% 46 qtrs
14 ACADIAN ASSET MANAGEMENT LLC 151.1K +29.5K (+24.2%) 2.68M +733.0K (+37.6%) 1.56% +0.339 pp 0.00% +0.001 pp USD14.94 +19.3% 20 qtrs
15 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 120.9K +22.2K (+22.5%) 2.15M +568.7K (+35.9%) 1.25% +0.258 pp 0.00% +0.000 pp USD14.56 +22.4% 8 qtrs
16 STATE STREET CORP 102.1K +422.0 (+0.4%) 1.82M +185.5K (+11.4%) 1.05% +0.034 pp 0.00% +0.000 pp USD13.88 +28.4% 29 qtrs
17 RFG - BRISTOL WEALTH ADVISORS, LLC 93.0K +4.0K (+4.5%) 1.66M +226.9K (+15.9%) 0.96% +0.067 pp 0.46% +0.049 pp USD16.33 +9.1% 5 qtrs
18 PINNACLE HOLDINGS, LLC 91.3K +— (+0.0%) 1.63M +159.9K (+10.9%) 0.94% +0.027 pp 0.55% +0.038 pp USD13.80 +29.1% 36 qtrs
19 NORTHERN TRUST CORP 78.9K -6.4K (-7.5%) 1.41M +35.5K (+2.6%) 0.81% -0.041 pp 0.00% +0.000 pp USD13.21 +34.9% 28 qtrs
20 EMPOWERED FUNDS, LLC 64.6K +— (+0.0%) 1.15M +113.0K (+10.9%) 0.67% +0.019 pp 0.01% -0.001 pp USD10.36 +72.0% 11 qtrs
21 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 59.0K -3.7K (-5.9%) 1.05M +43.6K (+4.3%) 0.61% -0.020 pp 0.01% 0.000 pp USD14.06 +26.7% 8 qtrs
22 FIRST MANHATTAN CO. LLC. 57.6K +— (+0.0%) 1.03M +100.8K (+10.9%) 0.59% +0.017 pp 0.00% +0.000 pp USD11.05 +61.3% 37 qtrs
23 ROYCE & ASSOCIATES LP 48.7K -40.2K (-45.2%) 867.9K -561.5K (-39.3%) 0.50% -0.389 pp 0.01% -0.006 pp USD12.70 +40.3% 17 qtrs
24 TWO SIGMA INVESTMENTS, LP 45.3K +31.2K (+222.7%) 806.5K +581.1K (+257.8%) 0.47% +0.326 pp 0.00% +0.001 pp USD17.28 +3.1% 2 qtrs
25 RENAISSANCE TECHNOLOGIES LLC 44.1K +2.4K (+5.8%) 785.9K +115.7K (+17.3%) 0.45% +0.037 pp 0.00% +0.000 pp USD13.76 +29.5% 9 qtrs
26 MORGAN STANLEY 43.4K +14.3K (+49.2%) 774.2K +306.3K (+65.5%) 0.45% +0.156 pp 0.00% +0.000 pp USD15.76 +13.1% 8 qtrs
27 GOLDMAN SACHS GROUP INC 37.1K +24.5K (+194.1%) 661.7K +458.8K (+226.2%) 0.38% +0.256 pp 0.00% +0.000 pp USD17.22 +3.5% 5 qtrs
28 BARCLAYS PLC 37.1K +33.7K (+985.4%) 660.7K +612.3K (+1,265.0%) 0.38% +0.348 pp 0.00% +0.000 pp USD17.45 +2.1% 6 qtrs
29 CITADEL ADVISORS LLC 34.6K +13.9K (+67.2%) 616.7K +284.1K (+85.4%) 0.36% +0.149 pp 0.00% +0.000 pp USD15.99 +11.4% 5 qtrs
30 RITHOLTZ WEALTH MANAGEMENT 34.1K +1.3K (+3.9%) 608.0K +80.1K (+15.2%) 0.35% +0.023 pp 0.01% +0.001 pp USD15.19 +17.3% 5 qtrs
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 32.2K +5.0K (+18.4%) 573.8K +136.7K (+31.3%) 0.33% +0.060 pp 0.00% +0.000 pp USD14.42 +23.6% 3 qtrs
32 BANK OF NEW YORK MELLON CORP 32.0K +3.1K (+10.8%) 569.5K +106.0K (+22.9%) 0.33% +0.041 pp 0.00% +0.000 pp USD14.24 +25.1% 3 qtrs
33 HSBC HOLDINGS PLC 30.3K +1.0K (+3.6%) 539.7K +70.7K (+15.1%) 0.31% +0.019 pp 0.00% +0.000 pp USD16.13 +10.5% 2 qtrs
34 MILLENNIUM MANAGEMENT LLC 29.6K +129.0 (+0.4%) 527.1K +53.8K (+11.4%) 0.30% +0.010 pp 0.00% +0.000 pp USD14.72 +21.1% 5 qtrs
35 COMMONWEALTH EQUITY SERVICES, LLC 28.9K +10.2K (+54.2%) 514.6K +213.6K (+71.0%) 0.30% +0.110 pp 0.00% +0.000 pp USD14.32 +24.4% 8 qtrs
36 AMERIPRISE FINANCIAL INC 27.7K +1.2K (+4.4%) 494.3K +67.2K (+15.7%) 0.29% +0.020 pp 0.00% +0.000 pp USD16.14 +10.4% 2 qtrs
37 AQR CAPITAL MANAGEMENT LLC 19.0K +5.0K (+35.5%) 339.0K +113.4K (+50.3%) 0.20% +0.056 pp 0.00% +0.000 pp USD16.53 +7.8% 2 qtrs
38 BEESE FULMER INVESTMENT MANAGEMENT, INC. 18.8K +10.0 (+0.1%) 334.8K +33.0K (+10.9%) 0.19% +0.006 pp 0.02% +0.001 pp USD11.07 +61.0% 26 qtrs
39 ADVISOR GROUP HOLDINGS, INC. 18.0K +— (+0.0%) 321.0K +30.1K (+10.4%) 0.19% +0.005 pp 0.00% +0.000 pp USD15.59 +14.3% 24 qtrs
40 STRS OHIO 17.5K +— (+0.0%) 311.9K +30.6K (+10.9%) 0.18% +0.005 pp 0.00% +0.000 pp USD13.80 +29.1% 3 qtrs
41 JANE STREET GROUP, LLC 15.5K +15.5K (+100.0%) 276.3K +276.3K (+100.0%) 0.16% +0.160 pp 0.00% +0.000 pp USD17.82 +0.0% 1 qtrs NEW
42 PRUDENTIAL FINANCIAL INC 15.1K +15.1K (+100.0%) 269.7K +269.7K (+100.0%) 0.16% +0.156 pp 0.00% +0.000 pp USD17.82 +0.0% 1 qtrs NEW
43 BANK OF AMERICA CORP /DE/ 12.2K +3.6K (+42.4%) 217.6K +79.8K (+57.9%) 0.13% +0.040 pp 0.00% +0.000 pp USD15.82 +12.6% 8 qtrs
44 BLACK MAPLE CAPITAL MANAGEMENT LP 11.7K -8.7K (-42.5%) 208.8K -118.6K (-36.2%) 0.12% -0.083 pp 0.15% -0.013 pp USD14.17 +25.8% 6 qtrs
45 WILEY BROS.-AINTREE CAPITAL, LLC 11.2K +— (+0.0%) 199.6K +19.6K (+10.9%) 0.12% +0.003 pp 0.00% 0.000 pp USD13.80 +29.1% 3 qtrs
46 CETERA INVESTMENT ADVISERS 10.9K -2.0K (-15.7%) 195.0K -13.5K (-6.5%) 0.11% -0.017 pp 0.00% +0.000 pp USD16.07 +10.9% 2 qtrs
47 WELLS FARGO & COMPANY/MN 10.6K +3.3K (+44.5%) 189.5K +71.2K (+60.2%) 0.11% +0.036 pp 0.00% +0.000 pp USD15.29 +16.5% 4 qtrs
48 RHUMBLINE ADVISERS 7.6K -1.6K (-17.8%) 135.4K -13.1K (-8.8%) 0.08% -0.014 pp 0.00% +0.000 pp USD13.90 +28.2% 3 qtrs
49 JPMORGAN CHASE & CO 5.9K -1.3K (-18.7%) 104.4K -11.4K (-9.9%) 0.06% -0.012 pp 0.00% +0.000 pp USD14.64 +21.7% 3 qtrs
50 METLIFE INVESTMENT MANAGEMENT, LLC 5.6K -436.0 (-7.2%) 99.9K +2.8K (+2.9%) 0.06% -0.003 pp 0.00% +0.000 pp USD13.80 +29.1% 3 qtrs
51 DEUTSCHE BANK AG\ 4.4K +— (+0.0%) 79.0K +7.8K (+10.9%) 0.05% +0.001 pp 0.00% +0.000 pp USD16.07 +10.9% 2 qtrs
52 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 4.4K -72.0 (-1.6%) 78.6K +6.6K (+9.1%) 0.05% +0.001 pp 0.00% +0.000 pp USD13.80 +29.1% 3 qtrs
53 NEW YORK STATE COMMON RETIREMENT FUND 4.4K +— (+0.0%) 78.4K +7.7K (+10.9%) 0.05% +0.001 pp 0.00% +0.000 pp USD13.80 +29.1% 3 qtrs
54 BNP PARIBAS ARBITRAGE, SNC 2.4K -390.0 (-13.8%) 43.2K -2.0K (-4.5%) 0.03% -0.003 pp 0.00% +0.000 pp USD14.48 +23.1% 4 qtrs
55 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 2.2K +— (+0.0%) 38.7K +3.8K (+10.9%) 0.02% +0.001 pp 0.00% +0.000 pp USD13.80 +29.1% 3 qtrs
56 CWM, LLC 1.4K +189.0 (+15.4%) 25.0K +5.0K (+25.0%) 0.01% +0.002 pp 0.00% +0.000 pp USD16.30 +9.3% 2 qtrs
57 CENTER FOR FINANCIAL PLANNING, INC. 1.0K +— (+0.0%) 17.8K +1.8K (+10.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD12.22 +45.8% 25 qtrs
58 AMERITAS INVESTMENT PARTNERS, INC. 980.00 +— (+0.0%) 17.5K +1.7K (+10.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD13.80 +29.1% 3 qtrs
59 RUSSELL INVESTMENTS GROUP, LTD. 942.00 -180.0 (-16.0%) 16.8K -1.2K (-6.9%) 0.01% -0.002 pp 0.00% +0.000 pp USD16.29 +9.4% 5 qtrs
60 LEGAL & GENERAL GROUP PLC 862.00 +— (+0.0%) 15.4K +1.5K (+10.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD13.80 +29.1% 3 qtrs
61 TOWER RESEARCH CAPITAL LLC (TRC) 663.00 -287.0 (-30.2%) 11.8K -3.5K (-22.6%) 0.01% -0.003 pp 0.00% 0.000 pp USD16.07 +10.9% 6 qtrs
62 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 580.00 -19.0 (-3.2%) 10.3K +710.0 (+7.4%) 0.01% +0.000 pp 0.00% +0.000 pp USD13.80 +29.1% 3 qtrs
63 STATE OF WYOMING 549.00 +13.0 (+2.4%) 9.8K +1.2K (+13.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD12.19 +46.2% 15 qtrs
64 STERLING CAPITAL MANAGEMENT LLC 546.00 -116.0 (-17.5%) 9.7K -908.0 (-8.5%) 0.01% -0.001 pp 0.00% +0.000 pp USD15.18 +17.4% 3 qtrs
65 FMR LLC 407.00 +407.0 (+100.0%) 7.3K +7.3K (+100.0%) 0.00% +0.004 pp 0.00% +0.000 pp USD17.82 +0.0% 3 qtrs
66 FARTHER FINANCE ADVISORS, LLC 396.00 -378.0 (-48.8%) 7.1K -5.4K (-43.3%) 0.00% -0.004 pp 0.00% 0.000 pp USD13.80 +29.1% 3 qtrs
67 ROYAL BANK OF CANADA 309.00 +232.0 (+301.3%) 5.0K +4.0K (+400.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD16.48 +8.1% 15 qtrs
68 AMALGAMATED BANK 298.00 -30.0 (-9.1%) 5.0K +— (+0.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD13.80 +29.1% 3 qtrs
69 CITIGROUP INC 215.00 +— (+0.0%) 3.8K +376.0 (+10.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD13.99 +27.4% 6 qtrs
70 PNC FINANCIAL SERVICES GROUP, INC. 71.00 +71.0 (+100.0%) 1.3K +1.3K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD17.82 +0.0% 1 qtrs NEW
71 COVESTOR LTD 31.00 -21.0 (-40.4%) 1.0K +— (+0.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD16.03 +11.2% 2 qtrs
72 ALLWORTH FINANCIAL LP 55.00 +9.0 (+19.6%) 981.00 +241.0 (+32.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD16.35 +9.0% 2 qtrs
73 FEDERATED HERMES, INC. 47.00 +— (+0.0%) 838.00 +83.0 (+11.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD16.06 +11.0% 2 qtrs
74 EVERSOURCE WEALTH ADVISORS, LLC 30.00 +12.0 (+66.7%) 535.00 +246.0 (+85.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD16.73 +6.5% 2 qtrs
75 IFP ADVISORS, INC 29.00 +22.0 (+314.3%) 517.00 +405.0 (+361.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.38 +2.5% 2 qtrs
76 UBS ASSET MANAGEMENT AMERICAS INC 12.00 +12.0 (+100.0%) 214.00 +214.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.75 +0.4% 1 qtrs NEW
77 TRUE WEALTH DESIGN, LLC 10.00 -1.0 (-9.1%) 179.00 +2.0 (+1.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD16.00 +11.4% 2 qtrs
78 ROTHSCHILD INVESTMENT LLC 5.00 +3.0 (+150.0%) 89.00 +57.0 (+178.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.00 +4.8% 2 qtrs
79 SJS INVESTMENT CONSULTING INC. 3.00 +3.0 (+100.0%) 54.00 +54.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.67 +0.8% 1 qtrs NEW
80 MAI CAPITAL MANAGEMENT 2.00 +2.0 (+100.0%) 36.00 +36.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.50 +1.8% 1 qtrs NEW
81 CLEARSTEAD ADVISORS, LLC -6.0 (-100.0%) -97.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
82 SRS CAPITAL ADVISORS, INC. -505.0 (-100.0%) -8.1K (-100.0%) 0.00% -0.005 pp 0.00% 0.000 pp USD 2 qtrs SOLD
83 GSA CAPITAL PARTNERS LLP -24.1K (-100.0%) -387.0K (-100.0%) 0.00% -0.241 pp 0.00% -0.032 pp USD 3 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 53 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.06% 1.05M 0.47%
2 iShares Micro-Cap ETF IWC 0.05% 711.6K 0.60%
3 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.03% 338.3K 0.20%
4 WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS 0.02% 81.6K 0.38%
5 iShares Russell 2000 Value ETF IWN 0.02% 2.22M 0.24%
6 Vanguard Russell 2000 Value ETF VTWV 0.01% 156.0K 0.06%
7 Dimensional - US Small Cap Value ETF DFSV 0.01% 876.4K 0.30%
8 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.01% 23.2K 0.39%
9 Dimensional - US Targeted Value ETF DFAT 0.01% 1.16M 0.28%
10 iShares Russell 2000 BuyWrite ETF IWMW 0.01% 4.3K 0.39%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.88
Neutral
Ratio by volume
0.94
Neutral
Buys
7
Sells
8
Shares acquired
9.4K
Shares disposed
10.0K
Cash buys
6.00
Cash sales
7.00
Net activity
-650
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-18 MOLL JAMES D Director S-Sale D Common Stock, par value $0.01 per share 1,000 20.50 20.5K 34,463 D
2026-05-18 FELBER FRANCIS E Director P-Purchase A Common Stock, par value $0.01 per share 500 20.60 10.3K 21,450 D
2026-05-14 MOLL JAMES D Director S-Sale D Common Stock, par value $0.01 per share 1,900 20.96 39.8K 36,563 D
2026-05-08 SKARVAN KATHLEEN Director P-Purchase A Common Stock, par value $.01 per share 300 21.20 6.4K 2,050 I
2026-05-05 Olson Timothy L Director P-Purchase A Common Stock, par value $0.01 per share 1,000 20.95 20.9K 26,684 D
2026-05-04 FELBER FRANCIS E Director P-Purchase A Common Stock, par value $0.01 per share 1,000 20.60 20.6K 20,950 D
2026-04-30 Conner Michael R Director P-Purchase A Common Stock, par value $0.01 per share 1,100 20.95 23.0K 15,986 D
2026-04-20 Bianchi Stephen M Director / Officer M-Exempt D Common Stock Option (right to buy) 5,000 11.00 55.0K 5,000 D
2026-01-23 JOHNSON REBECCA Officer M-Exempt A Common Stock, par value $0.01 per share 2,000 9.62 19.2K 6,954 D
2026-01-22 Bianchi Stephen M Director / Officer A-Award A Common Stock, par value $0.01 per share 3,325 18.52 61.6K 83,830 D
2026-01-22 BROUCEK JAMES S Officer A-Award A Common Stock, par value $0.01 per share 1,733 18.52 32.1K 22,728 D
2026-01-19 Bianchi Stephen M Director / Officer F-InKind D Common Stock, par value $0.01 per share 663 18.45 12.2K 80,505 D
2026-01-19 BROUCEK JAMES S Officer F-InKind D Common Stock, par value $0.01 per share 339 18.45 6.3K 20,995 D
2025-11-05 Bianchi Stephen M Director / Officer M-Exempt A Common Stock, par value $0.01 per share 5,000 11.00 55.0K 81,168 D
2025-08-06 Conner Michael R Director P-Purchase A Common Stock, par value $0.01 per share 1,600 15.03 24.0K 14,886 D
2025-08-04 Olson Timothy L Director P-Purchase A Common Stock, par value $0.01 per share 1,471 14.99 22.1K 25,684 D
2025-07-31 SKARVAN KATHLEEN Director P-Purchase A Common Stock, par value $.01 per share 1,000 14.74 14.7K 1,300 I
2025-07-31 FELBER FRANCIS E Director P-Purchase A Common Stock, par value $0.01 per share 3,000 14.80 44.4K 19,950 D
2025-06-24 Bianchi Stephen M Director / Officer M-Exempt A Common Stock, par value $0.01 per share 3,000 11.00 33.0K 76,168 D
2025-01-27 Bianchi Stephen M Director / Officer F-InKind D Common Stock, par value $0.01 per share 465 15.91 7.4K 73,086 D
2025-01-27 BROUCEK JAMES S Officer F-InKind D Common Stock, par value $0.01 per share 283 15.91 4.5K 21,334 D
2025-01-23 Bianchi Stephen M Director / Officer A-Award A Common Stock, par value $0.01 per share 4,985 16.09 80.2K 75,394 D
2025-01-23 BROUCEK JAMES S Officer A-Award A Common Stock, par value $0.01 per share 2,598 16.09 41.8K 22,570 D
2025-01-19 JOHNSON REBECCA Officer F-InKind D Common Stock, par value $0.01 per share 175 16.06 2.8K 4,954 D
2025-01-19 Bianchi Stephen M Director / Officer F-InKind D Common Stock, par value $0.01 per share 661 16.06 10.6K 70,409 D
2025-01-19 BROUCEK JAMES S Officer F-InKind D Common Stock, par value $0.01 per share 337 16.06 5.4K 19,972 D
2024-12-31 Bianchi Stephen M Director / Officer Common Stock, par value $0.01 per share 0 0.00 73,168 D
2024-12-12 Bianchi Stephen M Director / Officer M-Exempt D Common Stock Option (right to buy) 2,000 11.00 22.0K 18,000 D
2024-10-31 Bertrand William Glen Director D-Return D Common Stock 246 0.00 2,900 D
2024-09-04 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 250 13.60 3.4K 53,423
2024-08-23 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 323 13.42 4.3K 53,173
2024-08-19 Friedman Martin S. 10% Owner D-Return D Common Stock 75,000 12.85 963.8K 876,594
2024-08-12 BROUCEK JAMES S Officer P-Purchase A Common Stock, par value $0.01 per share 16 12.47 199.52 43,136
2024-08-07 BROUCEK JAMES S Officer P-Purchase A Common Stock, par value $0.01 per share 200 12.17 2.4K 42,736
2024-06-06 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 100 11.15 1.1K 52,850
2024-05-31 BROUCEK JAMES S Officer P-Purchase A Common Stock, par value $0.01 per share 12 11.64 139.68 42,336
2024-05-16 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 250 11.50 2.9K 52,750
2024-05-15 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 400 11.60 4.6K 69,070
2024-05-06 Olson Timothy L Director P-Purchase A Common Stock, par value $0.01 per share 2,000 10.94 21.9K 24,213
2024-05-06 MOLL JAMES D Director P-Purchase A Common Stock, par value $0.01 per share 200 10.88 2.2K 10,624
2024-03-08 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 100 12.13 1.2K 68,670
2024-03-07 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 40 12.12 484.80 68,510
2024-01-28 JOHNSON REBECCA Officer F-InKind D Common Stock, par value $0.01 per share 116 12.17 1.4K 5,129
2024-01-28 Bianchi Stephen M Director / Officer F-InKind D Common Stock, par value $0.01 per share 588 12.17 7.2K 68,370
2024-01-27 Bianchi Stephen M Director / Officer F-InKind D Common Stock, par value $0.01 per share 554 12.17 6.7K 68,958
2024-01-25 Swenson Michael L Director A-Award A Common Stock, par value $.01 per share 2,651 11.88 31.5K 13,508
2024-01-25 SKARVAN KATHLEEN Director A-Award A Common Stock, par value $0.01 per share 1,893 11.88 22.5K 8,601
2024-01-25 Olson Timothy L Director A-Award A Common Stock, par value $0.01 per share 1,893 11.88 22.5K 22,213
2024-01-25 MOLL JAMES D Director A-Award A Common Stock, par value $0.01 per share 1,893 11.88 22.5K 38,463
2024-01-25 FELBER FRANCIS E Director A-Award A Common Stock, par value $0.01 per share 1,893 11.88 22.5K 16,950
2024-01-25 Conner Michael R Director A-Award A Common Stock, par value $0.01 per share 1,893 11.88 22.5K 13,286
2024-01-25 Bourget Kristina M Director A-Award A Common Stock, par value $0.01 per share 1,893 11.88 22.5K 18,949
2024-01-25 Bianchi Stephen M Director / Officer F-InKind D Common Stock, par value $0.01 per share 1,045 11.88 12.4K 69,512
2024-01-25 Bertrand William Glen Director A-Award A Common Stock 1,473 11.88 17.5K 3,146
2024-01-25 BROUCEK JAMES S Officer A-Award A Common Stock, par value $0.01 per share 1,432 11.88 17.0K 20,309
2024-01-25 Amundsen Nicholas William Director A-Award A Common Stock, par value $0.01 per share 1,473 11.88 17.5K 3,814
2024-01-19 JOHNSON REBECCA Officer F-InKind D Common Stock, par value $0.01 per share 174 11.49 2.0K 5,245
2024-01-19 Bianchi Stephen M Director / Officer F-InKind D Common Stock, par value $0.01 per share 655 11.49 7.5K 67,698
2023-11-30 Bourget Kristina M Director P-Purchase A Common Stock, par value $0.01 per share 170 10.62 1.8K 17,056
2023-11-30 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 200 10.65 2.1K 68,353
2023-10-31 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 200 8.90 1.8K 67,853
2023-07-28 Bourget Kristina M Director P-Purchase A Common Stock, par value $0.01 per share 306 10.30 3.2K 16,886
2023-06-12 SKARVAN KATHLEEN Director P-Purchase A Common Stock, par value $.01 per share 300 8.80 2.6K 300
2023-06-09 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 50 8.86 443.00 67,653
2023-06-07 BROUCEK JAMES S Officer P-Purchase A Common Stock, par value $0.01 per share 600 8.77 5.3K 42,324
2023-06-02 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 100 8.72 872.00 67,303
2023-05-22 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 100 8.11 811.00 67,103
2023-05-19 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 100 8.10 810.00 66,903
2023-05-19 BROUCEK JAMES S Officer P-Purchase A Common Stock, par value $0.01 per share 100 8.10 810.00 41,724
2023-05-18 Olson Timothy L Director P-Purchase A Common Stock, par value $0.01 per share 2,000 8.10 16.2K 20,320
2023-05-05 MOLL JAMES D Director P-Purchase A Common Stock, par value $0.01 per share 1,000 8.70 8.7K 36,570
2023-05-04 BROUCEK JAMES S Officer P-Purchase A Common Stock, par value $0.01 per share 200 8.53 1.7K 41,624
2023-05-03 BROUCEK JAMES S Officer P-Purchase A Common Stock, par value $0.01 per share 500 10.14 5.1K 41,424
2023-05-01 Bourget Kristina M Director P-Purchase A Common Stock, par value $0.01 per share 315 10.20 3.2K 16,580
2023-04-28 FELBER FRANCIS E Director P-Purchase A Common Stock, par value $0.01 per share 2,000 10.26 20.5K 15,057
2023-01-28 JOHNSON REBECCA Officer F-InKind D Common Stock, par value $0.01 per share 116 12.65 1.5K 5,419
2023-01-28 Bianchi Stephen M Officer F-InKind D Common Stock, par value $0.01 per share 562 12.65 7.1K 66,703
2023-01-28 BROUCEK JAMES S Officer F-InKind D Common Stock, par value $0.01 per share 286 12.65 3.6K 18,877
2023-01-27 Bianchi Stephen M Officer P-Purchase A Common Stock, par value $0.01 per share 100 12.73 1.3K 67,819
2023-01-27 BROUCEK JAMES S Officer F-InKind D Common Stock, par value $0.01 per share 280 12.65 3.5K 19,163
2023-01-19 Swenson Michael L Director A-Award A Common Stock, par value $.01 per share 1,699 12.36 21.0K 10,857
2023-01-19 SKARVAN KATHLEEN Director A-Award A Common Stock, par value $0.01 per share 1,699 12.36 21.0K 6,708
2023-01-19 Olson Timothy L Director A-Award A Common Stock, par value $0.01 per share 1,699 12.36 21.0K 18,320
2023-01-19 MOLL JAMES D Director A-Award A Common Stock, par value $0.01 per share 1,699 12.36 21.0K 35,570
2023-01-19 MCHUGH RICHARD Director A-Award A Common Stock, par value $0.01 per share 1,213 12.36 15.0K 190,600
2023-01-19 JOHNSON REBECCA Officer A-Award A Common Stock, par value $0.01 per share 1,000 12.36 12.4K 5,535
2023-01-19 FELBER FRANCIS E Director A-Award A Common Stock, par value $0.01 per share 1,699 12.36 21.0K 13,057
2023-01-19 Conner Michael R Director A-Award A Common Stock, par value $0.01 per share 1,294 12.36 16.0K 11,393
2023-01-19 Bourget Kristina M Director A-Award A Common Stock, par value $0.01 per share 1,699 12.36 21.0K 16,265
2023-01-19 Bianchi Stephen M Officer A-Award A Common Stock, par value $0.01 per share 5,448 12.36 67.3K 70,100
2023-01-19 Bertrand William Glen Director A-Award A Common Stock 1,294 12.36 16.0K 1,673
2023-01-19 BROUCEK JAMES S Officer A-Award A Common Stock, par value $0.01 per share 3,169 12.36 39.2K 16,604
2023-01-19 Amundsen Nicholas William Director A-Award A Common Stock, par value $0.01 per share 1,294 12.36 16.0K 2,341
2022-11-10 Bourget Kristina M Director P-Purchase A Common Stock, par value $0.01 per share 480 13.50 6.5K 14,566
2022-11-08 Bourget Kristina M Director P-Purchase A Common Stock, par value $0.01 per share 62 13.05 809.10 14,086
2022-09-15 Bertrand William Glen A-Award A Common Stock 379 12.48 4.7K 379
2022-09-02 Bianchi Stephen M Officer P-Purchase A Common Stock, par value $0.01 per share 150 13.05 2.0K 58,213
2022-08-25 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 100 13.35 1.3K 58,063
2022-08-24 Bianchi Stephen M Officer P-Purchase A Common Stock, par value $0.01 per share 200 13.33 2.7K 57,963
2022-08-22 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 100 13.20 1.3K 52,100
2022-08-19 Bianchi Stephen M Officer P-Purchase A Common Stock, par value $0.01 per share 100 13.40 1.3K 57,363
2022-08-16 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 508 13.33 6.8K 57,263
2022-08-15 Bianchi Stephen M Officer P-Purchase A Common Stock, par value $0.01 per share 200 13.30 2.7K 52,000
2022-08-04 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 76 13.07 993.32 51,800
2022-08-03 MOLL JAMES D Director P-Purchase A Common Stock, par value $0.01 per share 500 13.00 6.5K 33,871
2022-08-01 MCHUGH RICHARD Director P-Purchase A Common Stock, par value $0.01 per share 62 12.90 799.80 188,949
2022-03-03 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 100 15.58 1.6K 51,300
2022-03-01 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 92 15.66 1.4K 56,555
2022-03-01 BROUCEK JAMES S Officer P-Purchase A Common Stock, par value $0.01 per share 500 15.70 7.9K 40,924
2022-02-28 MOLL JAMES D Director P-Purchase A Common Stock, par value $0.01 per share 300 15.85 4.8K 10,424
2022-02-24 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 100 15.35 1.5K 56,363
2022-01-28 JOHNSON REBECCA Officer F-InKind D Common Stock, par value $0.01 per share 84 13.91 1.2K 4,535
2022-01-28 Bianchi Stephen M Director / Officer F-InKind D Common Stock, par value $0.01 per share 694 13.91 9.7K 56,023
2022-01-28 BROUCEK JAMES S Officer F-InKind D Common Stock, par value $0.01 per share 302 13.91 4.2K 13,435
2022-01-27 Swenson Michael L Director A-Award A Common Stock, par value $.01 per share 1,500 14.00 21.0K 9,158
2022-01-27 SKARVAN KATHLEEN A-Award A Common Stock, par value $0.01 per share 1,142 14.00 16.0K 5,009
2022-01-27 Olson Timothy L Director A-Award A Common Stock, par value $0.01 per share 1,500 14.00 21.0K 16,621
2022-01-27 MOLL JAMES D Director A-Award A Common Stock, par value $0.01 per share 1,500 14.00 21.0K 33,371
2022-01-27 MCHUGH RICHARD Director A-Award A Common Stock, par value $0.01 per share 2,142 14.00 30.0K 188,887
2022-01-27 Lang James R Director A-Award A Common Stock, par value $.01 per share 750 14.00 10.5K 6,408
2022-01-27 FELBER FRANCIS E Director A-Award A Common Stock, par value $0.01 per share 1,500 14.00 21.0K 11,358
2022-01-27 Conner Michael R A-Award A Common Stock, par value $0.01 per share 1,142 14.00 16.0K 10,099
2022-01-27 Bourget Kristina M Director A-Award A Common Stock, par value $0.01 per share 1,500 14.00 21.0K 14,024
2022-01-27 Bianchi Stephen M Director / Officer A-Award A Common Stock, par value $0.01 per share 4,915 14.00 68.8K 54,538
2022-01-27 BROUCEK JAMES S Officer A-Award A Common Stock, par value $0.01 per share 2,323 14.00 32.5K 12,367
2022-01-27 Amundsen Nicholas William 0 0.00 0
2022-01-24 Bianchi Stephen M Director / Officer F-InKind D Common Stock, par value $0.01 per share 511 13.97 7.1K 49,623
2022-01-24 BROUCEK JAMES S Officer F-InKind D Common Stock, par value $0.01 per share 211 13.97 2.9K 10,044
2022-01-23 Bianchi Stephen M Director / Officer F-InKind D Common Stock, par value $0.01 per share 634 13.99 8.9K 50,134
2022-01-23 BROUCEK JAMES S Officer F-InKind D Common Stock, par value $0.01 per share 266 13.99 3.7K 10,255
2021-12-31 Bianchi Stephen M Director / Officer I Common Stock, par value $0.01 per share 0 0.00 51,000
2021-11-18 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 500 13.77 6.9K 50,641
2021-11-09 Friedman Martin S. 10% Owner I Common Stock 0 0.00 951,594
2021-11-02 Bourget Kristina M Director P-Purchase A Common Stock, par value $0.01 per share 355 13.71 4.9K 12,524
2021-11-01 Bourget Kristina M Director P-Purchase A Common Stock, par value $0.01 per share 7 13.73 96.11 12,169
2021-10-29 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 100 13.69 1.4K 50,141
2021-09-10 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 100 13.79 1.4K 49,740
2021-09-09 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 200 13.70 2.7K 49,440
2021-09-01 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 399 13.99 5.6K 49,240
2021-08-25 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 200 13.96 2.8K 47,741
2021-08-20 BROUCEK JAMES S Officer P-Purchase A Common Stock, par value $0.01 per share 800 13.97 11.2K 40,424
2021-08-19 BROUCEK JAMES S Officer P-Purchase A Common Stock, par value $0.01 per share 200 13.93 2.8K 39,624
2021-08-12 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 400 14.08 5.6K 47,541
2021-08-05 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 108 13.83 1.5K 46,341
2021-08-03 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 400 13.81 5.5K 45,341
2021-08-02 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 100 13.81 1.4K 44,941
2021-07-30 Bourget Kristina M Director P-Purchase A Common Stock, par value $0.01 per share 361 13.91 5.0K 12,162
2021-06-24 Bianchi Stephen M Director / Officer F-InKind D Common Stock, par value $0.01 per share 739 13.59 10.0K 50,768
2021-06-07 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 200 13.87 2.8K 51,407
2021-06-03 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 200 13.90 2.8K 51,207
2021-06-01 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 100 13.91 1.4K 51,007
2021-05-28 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 900 13.50 12.2K 43,541
2021-05-20 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 500 13.32 6.7K 42,641
2021-05-14 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 500 13.20 6.6K 42,141
2021-05-06 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 500 13.00 6.5K 41,641
2021-05-05 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 1,000 13.06 13.1K 41,141
2021-05-03 Bourget Kristina M Director P-Purchase A Common Stock, par value $0.01 per share 300 13.07 3.9K 11,801
2021-04-30 Bourget Kristina M Director P-Purchase A Common Stock, par value $0.01 per share 136 13.14 1.8K 11,501
2021-03-15 MOLL JAMES D Director P-Purchase A Common Stock, par value $0.01 per share 18 12.30 221.40 31,871
2021-03-15 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 300 12.43 3.7K 40,041
2021-03-15 BROUCEK JAMES S Officer P-Purchase A Common Stock, par value $0.01 per share 200 12.39 2.5K 38,624
2021-03-09 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 205 11.48 2.4K 50,907
2021-03-04 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 295 11.44 3.4K 50,702
2021-02-25 BROUCEK JAMES S Officer P-Purchase A Common Stock, par value $0.01 per share 200 11.39 2.3K 38,424
2021-02-18 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 281 11.04 3.1K 39,441
2021-02-12 Lang James R Director P-Purchase A Common Stock, par value $.01 per share 2,000 10.98 22.0K 42,230
2021-02-10 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 350 11.02 3.9K 50,407
2021-02-09 Olson Timothy L Director P-Purchase A Common Stock, par value $0.01 per share 1,000 11.21 11.2K 15,121
2021-02-09 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 600 11.19 6.7K 49,957
2021-02-04 Bourget Kristina M Director P-Purchase A Common Stock, par value $0.01 per share 12 11.18 134.16 11,365
2021-02-04 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 319 11.19 3.6K 39,160
2021-01-28 Swenson Michael L Director A-Award A Common Stock, par value $.01 per share 1,762 10.78 19.0K 7,658
2021-01-28 SKARVAN KATHLEEN A-Award A Common Stock, par value $0.01 per share 1,321 10.78 14.2K 3,867
2021-01-28 Olson Timothy L Director A-Award A Common Stock, par value $0.01 per share 1,762 10.78 19.0K 14,121
2021-01-28 MOLL JAMES D Director A-Award A Common Stock, par value $0.01 per share 1,762 10.78 19.0K 31,853
2021-01-28 MCHUGH RICHARD Director A-Award A Common Stock, par value $0.01 per share 2,782 10.78 30.0K 186,745
2021-01-28 Lang James R Director A-Award A Common Stock, par value $.01 per share 1,762 10.78 19.0K 5,658
2021-01-28 JOHNSON REBECCA Officer A-Award A Common Stock, par value $0.01 per share 1,000 10.78 10.8K 4,619
2021-01-28 FELBER FRANCIS E Director A-Award A Common Stock, par value $0.01 per share 1,762 10.78 19.0K 9,858
2021-01-28 Conner Michael R A-Award A Common Stock, par value $0.01 per share 1,321 10.78 14.2K 6,944
2021-01-28 Bourget Kristina M Director A-Award A Common Stock, par value $0.01 per share 1,762 10.78 19.0K 11,115
2021-01-28 Bianchi Stephen M Director / Officer A-Award A Common Stock, par value $0.01 per share 4,901 10.78 52.8K 49,357
2021-01-28 BROUCEK JAMES S Officer A-Award A Common Stock, par value $0.01 per share 2,457 10.78 26.5K 10,521
2021-01-24 Bianchi Stephen M Director / Officer F-InKind D Common Stock, par value $0.01 per share 488 10.80 5.3K 44,456
2020-12-08 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 4 10.09 40.36 38,341
2020-12-08 BROUCEK JAMES S Officer P-Purchase A Common Stock, par value $0.01 per share 250 10.11 2.5K 38,024
2020-12-01 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 60 9.15 549.00 37,901
2020-11-30 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 172 8.98 1.5K 37,841
2020-11-27 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 28 9.01 252.28 37,469
2020-11-25 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 25 8.99 224.75 37,441
2020-11-23 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 400 8.97 3.6K 44,444
2020-11-23 BROUCEK JAMES S Officer P-Purchase A Common Stock, par value $0.01 per share 400 8.97 3.6K 37,774
2020-11-18 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 250 8.73 2.2K 44,044
2020-11-16 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 500 8.50 4.3K 36,841
2020-11-11 BROUCEK JAMES S Officer P-Purchase A Common Stock, par value $0.01 per share 20 8.38 167.60 37,374
2020-11-09 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 2 7.75 15.50 43,094
2020-11-06 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 100 7.70 770.00 43,092
2020-11-05 Bourget Kristina M Director P-Purchase A Common Stock, par value $0.01 per share 650 7.70 5.0K 9,353
2020-11-03 Bianchi Stephen M Director / Officer P-Purchase A Common Stock, par value $0.01 per share 1,000 7.62 7.6K 42,992
2020-11-02 BROUCEK JAMES S Officer P-Purchase A Common Stock, par value $0.01 per share 500 7.50 3.8K 36,274

Executive team

Top executives
EBIT / Employee
30.5K
Shares Outstanding
9.64M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2017 Stephen M. Bianchi CEO and Principal Executive Officer 305.2K 26.2K 75.0K 28.6K 435.0K 17.24%
2 2017 Mark C. Oldenberg CFO and Principal Accounting Officer 175.0K 42.0K 8.4K 225.4K 0.00%
3 2016 Edward H. Schaefer Former CEO and Principal Executive Officer 241.7K 57.7K 36.0K 335.4K 0.00%
4 2016 Mark C. Oldenberg CFO and Principal Accounting Officer 181.7K 37.2K 5.1K 10.0K 233.9K 2.16%
5 2016 Stephen M. Bianchi CEO and Principal Executive Officer 76.2K 100.0K 27.4K 1.8K 205.4K 62.04%
6 2015 Edward H. Schaefer CEO and Principal Executive Officer 272.0K 43.2K 92.0K 34.2K 13.2K 454.6K 27.76%
7 2015 Edward H. Schaefer Former CEO and Principal Executive Officer 272.0K 43.2K 92.0K 34.2K 10.4K 451.8K 27.93%
8 2015 Mark C. Oldenberg CFO and Principal Accounting Officer 161.5K 23.8K 69.0K 25.7K 7.4K 287.4K 32.93%
9 2014 Edward H. Schaefer CEO and Principal Executive Officer 272.0K 41.0K 80.0K 37.8K 11.7K 442.5K 26.62%
10 2014 Mark C. Oldenberg CFO and Principal Accounting Officer 148.4K 25.0K 40.0K 18.9K 6.4K 238.7K 24.67%
11 2013 Edward H. Schaefer CEO and Principal Executive Officer 266.1K 88.1K 35.9K 11.3K 401.4K 30.89%
12 2013 Mark C. Oldenberg CFO and Principal Accounting Officer 132.4K 31.6K 1.6K 5.5K 171.0K 19.39%
13 2012 Edward H. Schaefer CEO and Principal Executive Officer 264.0K 7.7K 271.7K 0.00%
14 2012 Mark C. Oldenberg CFO and Principal Accounting Officer 118.2K 14.1K 8.6K 3.6K 144.4K 15.70%
15 2011 Edward H. Schaefer CEO and President 264.0K 106.4K 102.4K 7.2K 480.0K 43.51%
16 2011 Edward H. Schaefer CEO and Principal Executive Officer 264.0K 106.4K 102.4K 7.2K 480.0K 43.51%
17 2011 Timothy J. Cruciani Chief Operating Officer 132.8K 5.9K 138.7K 0.00%
18 2011 Rebecca L. Johnson Controller 99.7K 4.3K 103.9K 0.00%
19 2010 Edward H. Schaefer CEO and President 187.8K 77.4K 265.3K 0.00%
20 2010 Timothy J. Cruciani Chief Operating Officer 132.8K 28.6K 161.4K 0.00%
21 2010 Rebecca L. Johnson Controller 99.7K 17.0K 116.7K 0.00%
22 2010 Rebecca L. Johnson Principal Finacial and Accounting Officer 99.7K 17.0K 116.7K 0.00%
23 2009 James G. Cooley, former Chief Executive Officer and President 252.1K 38.5K 6.2K 292.8K 589.6K 7.58%
24 2009 Timothy J. Cruciani, President 129.9K 13.9K 11.2K 34.0K 189.0K 13.23%
25 2009 Timothy J. Cruciani Chief Operating Officer 129.9K 34.0K 164.0K 0.00%
26 2009 John D. Zettler, Chief Financial Officer and Senior Vice President 115.0K 6.2K 5.0K 29.9K 156.0K 7.12%
27 2009 Rebecca M. Johnson, Senior Vice President MIC and Accounting 99.7K 6.2K 5.0K 25.8K 136.6K 8.13%
28 2009 Rebecca L. Johnson Principal Finacial and Accounting Officer 99.7K 25.8K 125.5K 0.00%
29 2008 James G. Cooley, former Chief Executive Officer and President 253.0K 50.6K 28.6K 86.5K 418.6K 18.92%
30 2008 James G. Cooley President and Chief Executive Officer 253.0K 86.5K 339.4K 0.00%
31 2008 Timothy J. Cruciani, President 121.8K 18.2K 17.3K 34.3K 191.6K 18.51%
32 2008 John D. Zettler, Chief Financial Officer and Senior Vice President 115.0K 8.1K 7.7K 34.0K 164.8K 9.57%
33 2008 Timothy Cruciani Executive Vice President 121.8K 34.3K 156.1K 0.00%
34 2008 John Zettler Chief Financial Officer 115.0K 34.0K 149.0K 0.00%
35 2008 Rebecca M. Johnson, Senior Vice President MIC and Accounting 99.7K 8.1K 7.7K 26.3K 141.7K 11.13%
36 2008 Rebecca Johnson Senior Vice President MIC and Accounting 99.7K 26.3K 126.0K 0.00%
37 2007 James G. Cooley President and Chief Executive Officer 241.7K 129.8K 371.5K 0.00%
38 2007 Brian P. Ashley Senior Vice President 173.5K 43.0K 187.8K 0.00%
39 2007 Johnny W. Thompson Chief Administrative Officer 121.2K 30.1K 151.3K 0.00%
40 2007 Timothy Cruciani Executive Vice President 116.4K 25.6K 142.0K 0.00%
41 2007 John Zettler Chief Financial Officer 115.0K 23.1K 141.6K 0.00%
42 2007 Rebecca Johnson Senior Vice President MIC and Accounting 98.1K 19.0K 117.1K 0.00%
43 2006 James G. Cooley President, Chief Executive Officer and Director 228.0K 124.8K 352.8K 0.00%
44 2006 Brian P. Ashley Senior Vice President 145.0K 33.8K 178.8K 0.00%
45 2006 Johnny W. Thompson Senior Vice President and Chief Administration Officer 119.7K 31.2K 150.9K 0.00%
46 2006 John D. Zettler Senior Vice President and Chief Financial Officer 117.3K 23.0K 140.3K 0.00%
47 2006 Timothy J. Cruciani Executive Vice President and Senior Vice President of Operations 109.0K 18.6K 127.7K 0.00%
48 2005 James G. Cooley President, Chief Executive Officer and Director 213.0K 20.0K 200.5K 37.3K 115.1K 585.9K 40.58%
49 2005 Brian P. Ashley Senior Vice President 53.0K 276.4K 329.4K 0.00%
50 2005 Timothy J. Cruciani Executive Vice President and Senior Vice President of Operations 102.0K 72.2K 13.4K 17.1K 204.7K 41.82%
51 2005 John D. Zettler Senior Vice President and Chief Financial Officer 127.8K 32.1K 6.0K 24.3K 190.1K 20.01%
52 2005 Johnny W. Thompson Senior Vice President and Chief Administration Officer 114.0K 32.1K 6.0K 24.5K 176.5K 21.55%
53 2004 James G. Cooley President, Chief Executive Officer and Director 206.9K 88.4K 295.3K 0.00%
54 2004 John D. Zettler Senior Vice President and Chief Financial Officer 124.1K 13.7K 137.7K 0.00%
55 2004 Johnny W. Thompson Senior Vice President and Chief Administration Officer 111.4K 17.4K 128.8K 0.00%
56 2004 Timothy J. Cruciani Executive Vice President and Senior Vice President of Operations 98.2K 8.3K 106.5K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-29 DEF 14A
2025-04-29 DEF 14A
2024-04-29 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-18 SC 13G/A
2026-05-18 4
2026-05-18 4
2026-05-15 SC 13G
2026-05-15 4
2026-05-11 4
2026-05-06 10-Q
2026-05-05 4
2026-05-05 4
2026-05-04 4

Executive team

NameTitleCompensationGender
Stephen Bianchi Chairman of the Board, President & Chief Executive Officer 644.7K male
James S. Broucek Chief Financial Officer, Principal Accounting Officer, Executive Vice President, Treasurer & Secretary 378.2K male
ESG Rating
B
BANKS - REGIONAL
Rank: 339 out of 431
2024
E (Environmental)
61.2 / 64.3
Company / Sector avg.
S (Social)
69.6 / 76.5
Company / Sector avg.
G (Governance)
68.5 / 75.5
Company / Sector avg.
ESG Total
66.5 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits