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Eagle Bancorp Montana, Inc. (EBMT)

USD23.52 +0.32 (+1.38%)
US NASDAQ Financial Services Banks - Regional
Address 1400 Prospect Avenue 59601
Helena, MT, US
CEO Laura F. Clark
IPO 2000-04-06
CIK 1478454 ISIN US26942G1004

Explore sections of this company profile

Description

Eagle Bancorp Montana, Inc. serves as the parent company for Opportunity Bank of Montana, delivering a comprehensive array of retail banking products and financial services. Its primary clientele comprises small businesses and individual customers located throughout Montana. The bank facilitates diverse deposit accounts, which include checking, savings, money market, individual retirement accounts (IRAs), and certificates of deposit (CDs). Its extensive lending portfolio encompasses residential mortgage loans for 1-4 family properties, including financing for new construction; a variety of commercial real estate loans, such as those for multi-family dwellings, non-residential properties, development projects, and farmland; and second mortgage or home equity loans. Furthermore, the company provides various consumer loans, including those secured by collateral like automobiles, recreational vehicles, and boats, alongside personal loans and lines of credit. It also extends secured and unsecured commercial business loans, agricultural loans, and general mortgage loan services. With a substantial operational footprint, Eagle Bancorp Montana, Inc. maintains 23 full-service branches, one community banking office, and 25 automated teller machines. The institution was established in 1922 and its corporate headquarters are situated in Helena, Montana.

News Sentiment (7d)
79 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Opportunity 2017-11-09 View
BMB 2018-11-01 View
WHC 2019-10-11 View
FCB Financial Holdings, Inc. FCB 2021-12-13 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
USD23.52 +0.32 (+1.38%)
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Volume Profile
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Liquidity & share structure
Average Volume
71.9K
Beta
0.35
Float Shares
7.35M
Free Float %
92.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.58% -0.49% +0.32% +2.26% +33.67% +11.51% +30.76% +80.55% -11.28% +76.39% +890.63%
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
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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 (6 ratings, all time) Hold
Price Targets & DCF
Current price
23.52
Low 24.00 +2.0%
Consensus 24.00 +2.0%
Median 24.00 +2.0%
High 24.00 +2.0%
DCF (Unlevered) 2.28 -90.3%
DCF (Levered) 25.72 +9.4%

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

Ratings Trend (MoM) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
24.00
+2.0%
Last Year 2
23.50
-0.1%
All Time 3
21.67
-7.9%
Quality scores
Altman Z-Score
0.40
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
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    +4.6% Q1'26: +4.7% (vs Q1'25)
  • EPS growth
    +53.2% Q1'26: +24.4% (vs Q1'25)
  • FCF margin
    Q1'26: -16.7% (vs Q1'25)
  • EBIT margin
    Q1'26: +16.4% (vs Q1'25)
  • ROIC
    Q1'26: -52.8% (vs Q1'25)
  • Share dilution
    -0.4% Q1'26: +0.3% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 3.49× (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 (0.34) × ERP
WACC = 68% × Ke + 32% × Kd (43.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 2.28 Current price: 23.52
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 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
2 EPS Ana.
Dec 2027
2 Rev. Ana.
2 EPS Ana.
Revenue
18.27M
est: 19.87M (-8.1%)
25.11M
est: 83.80M (-70.0%)
27.32M
est: 35.98M (-24.1%)
25.28M
est: 40.50M (-37.6%)
32.23M
est: 29.80M (+8.1%)
39.90M
est: 36.00M (+10.8%)
41.57M
est: 38.10M (+9.1%)
46.32M
est: 42.80M (+8.2%)
69.06M
est: 63.30M (+9.1%)
90.35M
est: 90.95M (-0.7%)
93.19M
est: 96.75M (-3.7%)
93.65M
est: 93.90M (-0.3%)
112.45M
est: 80.56M (+39.6%)
120.42M
est: 80.13M (+50.3%)
125.98M
est: 90.80M (+38.7%)
95.00M
94.79M – 95.19M
+4.6% YoY
98.60M
98.39M – 98.80M
+3.8% YoY
EBITDA
4.36M
est: 9.14M (-52.3%)
3.37M
est: 6.78M (-50.4%)
3.96M
est: 8.16M (-51.4%)
2.30M
est: 5.00M (-54.0%)
5.21M
est: 7.52M (-30.8%)
9.68M
est: 10.27M (-5.8%)
8.71M
est: 13.24M (-34.2%)
9.08M
est: 16.28M (-44.2%)
18.68M
est: 24.97M (-25.2%)
42.42M
est: 30.18M (+40.5%)
27.11M
est: 35.89M (-24.5%)
21.56M
est: 32.13M (-32.9%)
19.55M
est: 17.21M (+13.6%)
20.28M
est: 17.12M (+18.5%)
25.79M
est: 19.40M (+33.0%)
20.29M
20.25M – 20.33M
+4.6% YoY
21.06M
21.02M – 21.10M
+3.8% YoY
EBIT
2.97M
est: 3.75M (-20.8%)
1.32M
est: 15.82M (-91.6%)
1.76M
est: 6.79M (-74.1%)
1.18M
est: 7.65M (-84.6%)
2.74M
est: 5.63M (-51.2%)
6.93M
est: 6.80M (+2.0%)
6.23M
est: 7.19M (-13.4%)
5.90M
est: 8.08M (-27.0%)
13.97M
est: 11.95M (+16.9%)
-7.09M
est: 17.17M (-141.3%)
19.28M
est: 18.26M (+5.6%)
13.85M
est: 17.73M (-21.9%)
11.65M
est: 11.33M (+2.8%)
11.39M
est: 11.27M (+1.1%)
18.93M
est: 12.77M (+48.2%)
13.36M
13.33M – 13.39M
+4.6% YoY
13.87M
13.84M – 13.90M
+3.8% YoY
Net Income
2.18M
est: 2.13M (+2.5%)
1.97M
est: 1.52M (+29.6%)
2.11M
est: 3.45M (-38.8%)
2.11M
est: 1.96M (+7.7%)
2.58M
est: 2.40M (+7.4%)
5.13M
est: 4.13M (+24.3%)
4.10M
est: 4.15M (-1.2%)
4.98M
est: 5.61M (-11.2%)
10.87M
est: 9.77M (+11.3%)
21.21M
est: 15.34M (+38.3%)
14.42M
est: 16.76M (-14.0%)
10.70M
est: 14.07M (-23.9%)
10.06M
est: 8.44M (+19.2%)
9.78M
est: 8.20M (+19.3%)
14.84M
est: 13.88M (+6.9%)
16.07M
15.40M – 16.47M
+15.8% YoY
16.89M
16.03M – 17.56M
+5.1% YoY
SGA
6.56M
est: 8.15M (-19.5%)
13.02M
est: 10.16M (+28.1%)
15.95M
est: 20.84M (-23.4%)
19.95M
est: 14.81M (+34.7%)
17.92M
est: 18.06M (-0.7%)
19.56M
est: 15.81M (+23.7%)
21.59M
est: 23.18M (-6.9%)
25.39M
est: 29.76M (-14.7%)
32.75M
est: 32.73M (+0.1%)
45.05M
est: 32.83M (+37.2%)
50.37M
est: 68.07M (-26.0%)
46.50M
est: 73.41M (-36.7%)
45.50M
est: 33.21M (+37.0%)
42.19M
est: 33.03M (+27.7%)
33.89M
est: 37.43M (-9.5%)
39.16M
39.08M – 39.24M
+4.6% YoY
40.64M
40.56M – 40.73M
+3.8% YoY
EPS
0.59
est: 0.72 (-18.1%)
0.53
est: 0.67 (-20.3%)
0.54
est: 1.23 (-56.1%)
0.54
est: 0.50 (+8.0%)
0.68
est: 0.65 (+5.4%)
1.36
est: 1.28 (+6.3%)
1.01
est: 1.24 (-18.5%)
0.92
est: 1.02 (-9.8%)
1.69
est: 2.02 (-16.3%)
3.12
est: 3.02 (+3.3%)
2.17
est: 2.54 (-14.6%)
1.45
est: 1.70 (-14.7%)
1.29
est: 1.08 (+19.5%)
1.25
est: 1.05 (+19.3%)
1.90
est: 1.77 (+7.1%)
2.04
1.97 – 2.11
+14.9% YoY
2.15
2.05 – 2.24
+5.4% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-29 DA Davidson Neutral Neutral Maintain
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 2/5 3/5 3/5
2026-05-27 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-26 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-22 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-21 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-20 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-19 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-18 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-15 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-14 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-13 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-12 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-11 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-08 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-07 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-06 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-05 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-04 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-01 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-04-30 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-04-29 B 3/5 4/5 3/5 3/5 1/5 3/5 3/5
2026-04-28 B 3/5 4/5 3/5 3/5 1/5 3/5 3/5
2026-04-27 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-04-24 B+ 3/5 4/5 3/5 3/5 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 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-20 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-17 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-16 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
27.35M
OE per share TTM
3.49
Owner's Yield
15.76%
Maintenance CapEx ratio
15.53%
Maint CapEx / Avg PPE
77.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
92
Total invested
86.51M
Insider transactions (90d)
1
Beneficial owners (>5%)
25
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Fourthstone LLC 440.4K 5.51% 440.4K IA Delaware 2024-02-14
2 L. Phillip Stone, IV 440.4K 5.51% 440.4K IN U.S.A. 2024-02-14
3 NAME OF REPORTING 428.6K 10.94% 422.1K 428.6K IA State of Florida 2014-06-10
4 EJF Capital LLC 350.0K 7.00% 350.0K 350.0K IA Delaware 2017-10-20
5 EJF Sidecar Fund, Series LLC – Small Financial Equities Series 350.0K 7.00% 350.0K 350.0K IN Delaware 2017-10-20
6 Emanuel J. Friedman 350.0K 7.00% 350.0K 350.0K IN Delaware 2017-10-20
7 Glacier Peak Capital LLC 321.1K 5.87% 321.1K 321.1K IA, PN Washington 2019-02-14
8 Sandler O'Neill Asset Management, LLC 320.6K 7.85% 320.6K 320.6K 320.6K 320.6K OO New York 2011-06-23
9 Fourthstone Master Opportunity Fund Ltd 315.7K 3.95% 315.7K OO Cayman Islands 2024-02-14
10 Kenneth M. Walsh 274.5K 5.00% 207.2K 67.3K 207.2K 67.3K IN United States 2018-02-12
11 Sandler O’Neill Asset Management, LLC 262.7K 6.74% 262.7K 262.7K 262.7K 262.7K OO New York 2013-08-06
12 Terry Maltese 262.7K 6.74% 262.7K 262.7K 262.7K 262.7K IN USA 2013-08-06
13 04-2683227 241.2K 6.19% 241.2K IA Massachusetts 2014-02-14
14 98-0580387 241.2K 6.19% 241.2K PN Cayman Islands 2013-07-11
15 Race & Zollo, Inc. 232.8K 4.70% 232.8K 232.8K IA in the State of Florida 2018-02-13
16 SOAM Holdings, LLC 136.0K 3.49% 136.0K 136.0K 136.0K 136.0K OO Delaware 2013-08-06
17 Fourthstone GP LLC 124.7K 1.56% 124.7K OO Delaware 2024-02-14
18 Malta Hedge Fund II, L.P. 107.1K 2.75% 107.1K 107.1K 107.1K 107.1K PN Delaware 2013-08-06
19 Fourthstone QP Opportunity Fund LP 95.3K 1.19% 95.3K PN Delaware 2024-02-14
20 SOAM Capital Partners, L.P. 86.5K 2.22% 86.5K 86.5K 86.5K 86.5K PN Delaware 2013-08-06
21 Malta Offshore, Ltd 40.2K 1.03% 40.2K 40.2K 40.2K 40.2K CO Cayman Islands 2013-08-06
22 Fourthstone Small-Cap Financials Fund LP 29.4K 0.37% 29.4K PN Delaware 2024-02-14
23 Malta Hedge Fund, L.P. 17.2K 0.44% 17.2K 17.2K 17.2K 17.2K PN Delaware 2013-08-06
24 Malta Thrift Fund, L.P. 8.0K 0.21% 8.0K 8.0K 8.0K 8.0K PN Delaware 2013-08-06
25 Malta Partners, L.P. 3.7K 0.09% 3.7K 3.7K 3.7K 3.7K PN Delaware 2013-08-06

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
92
+9 vs prev Q
New positions
17
Closed positions
8
Increased
50
Reduced
29
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 BLACKROCK, INC. 511.5K +52.3K (+11.4%) 10.18M +2.2M (+28.4%) 6.55% +0.665 pp 0.00% +0.000 pp USD16.72 +19.0% 6 qtrs
2 VANGUARD GROUP INC 427.8K +4.4K (+1.0%) 8.51M +1.2M (+16.4%) 5.48% +0.052 pp 0.00% +0.000 pp USD18.23 +9.2% 49 qtrs
3 BRANDES INVESTMENT PARTNERS, LP 413.9K +23.5K (+6.0%) 8.24M +1.5M (+22.2%) 5.30% +0.297 pp 0.06% +0.009 pp USD15.44 +28.9% 12 qtrs
4 MANUFACTURERS LIFE INSURANCE COMPANY, THE 404.6K +233.0 (+0.1%) 8.05M +1.1M (+15.3%) 5.18% -0.001 pp 0.01% +0.001 pp USD16.70 +19.2% 43 qtrs
5 FOURTHSTONE LLC 342.7K +250.7K (+272.3%) 6.82M +5.2M (+329.0%) 4.39% +3.210 pp 1.28% +0.991 pp USD18.32 +8.6% 18 qtrs
6 DIMENSIONAL FUND ADVISORS LP 196.3K +8.4K (+4.5%) 3.91M +661.8K (+20.4%) 2.51% +0.106 pp 0.00% +0.000 pp USD17.53 +13.5% 51 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 171.1K -1.5K (-0.9%) 3.41M +423.5K (+14.2%) 2.19% -0.021 pp 0.00% +0.000 pp USD16.91 +17.7% 25 qtrs
8 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 100.7K -16.7K (-14.3%) 2.00M -24.3K (-1.2%) 1.29% -0.216 pp 0.01% -0.001 pp USD16.52 +20.5% 5 qtrs
9 STATE STREET CORP 80.6K -881.0 (-1.1%) 1.60M +196.7K (+14.0%) 1.03% -0.012 pp 0.00% +0.000 pp USD17.23 +15.5% 23 qtrs
10 GOLDMAN SACHS GROUP INC 76.3K +23.5K (+44.4%) 1.52M +606.1K (+66.4%) 0.98% +0.300 pp 0.00% +0.000 pp USD18.85 +5.6% 20 qtrs
11 BRIDGEWAY CAPITAL MANAGEMENT, LLC 70.4K +3.1K (+4.6%) 1.40M +238.9K (+20.6%) 0.90% +0.039 pp 0.03% +0.005 pp USD17.38 +14.5% 35 qtrs
12 RENAISSANCE TECHNOLOGIES LLC 69.4K -5.5K (-7.3%) 1.38M +87.6K (+6.8%) 0.89% -0.071 pp 0.00% +0.000 pp USD18.80 +5.9% 37 qtrs
13 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 66.6K +— (+0.0%) 1.33M +175.3K (+15.2%) 0.85% -0.001 pp 0.00% +0.000 pp USD16.43 +21.1% 5 qtrs
14 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 64.7K +434.0 (+0.7%) 1.29M +177.7K (+16.0%) 0.83% +0.005 pp 0.00% 0.000 pp USD16.49 +20.7% 5 qtrs
15 NORTHERN TRUST CORP 58.5K -5.8K (-9.0%) 1.16M +53.4K (+4.8%) 0.75% -0.075 pp 0.00% +0.000 pp USD16.50 +20.6% 23 qtrs
16 RITHOLTZ WEALTH MANAGEMENT 58.2K +3.9K (+7.2%) 1.16M +220.7K (+23.5%) 0.75% +0.050 pp 0.02% +0.003 pp USD16.93 +17.5% 4 qtrs
17 JOHN G ULLMAN & ASSOCIATES INC 56.4K -700.0 (-1.2%) 1.12M +136.3K (+13.8%) 0.72% -0.010 pp 0.15% +0.017 pp USD15.46 +28.7% 18 qtrs
18 ASHTON THOMAS PRIVATE WEALTH, LLC 50.6K -2.0K (-3.9%) 1.01M +97.7K (+10.8%) 0.65% -0.027 pp 0.02% +0.001 pp USD22.24 -10.5% 16 qtrs
19 MORGAN STANLEY 48.1K +5.5K (+12.8%) 958.1K +221.2K (+30.0%) 0.62% +0.070 pp 0.00% +0.000 pp USD17.54 +13.5% 49 qtrs
20 HSBC HOLDINGS PLC 46.2K +8.8K (+23.5%) 919.0K +272.0K (+42.0%) 0.59% +0.112 pp 0.00% +0.000 pp USD17.30 +15.0% 5 qtrs
21 BARCLAYS PLC 45.8K +35.2K (+333.2%) 910.9K +744.0K (+445.9%) 0.59% +0.451 pp 0.00% +0.000 pp USD19.42 +2.5% 23 qtrs
22 CWM, LLC 43.0K +1.6K (+3.8%) 855.0K +140.0K (+19.6%) 0.55% +0.020 pp 0.00% +0.000 pp USD15.58 +27.7% 5 qtrs
23 JANNEY MONTGOMERY SCOTT LLC 39.7K -6.0K (-13.1%) 790.0K +1.0K (+0.1%) 0.51% -0.077 pp 0.00% 0.000 pp USD12.03 +65.4% 10 qtrs
24 AMERICAN CENTURY COMPANIES INC 39.6K +— (+0.0%) 788.5K +104.2K (+15.2%) 0.51% 0.000 pp 0.00% +0.000 pp USD16.84 +18.2% 3 qtrs
25 EMPOWERED FUNDS, LLC 33.7K +3.1K (+10.2%) 671.3K +142.6K (+27.0%) 0.43% +0.040 pp 0.01% +0.000 pp USD14.83 +34.2% 11 qtrs
26 LOS ANGELES CAPITAL MANAGEMENT LLC 40.0K -3.2K (-7.3%) 655.2K -90.5K (-12.1%) 0.51% -0.041 pp 0.00% 0.000 pp USD16.67 +19.4% 3 qtrs
27 AQR CAPITAL MANAGEMENT LLC 32.8K +9.7K (+42.0%) 652.6K +253.9K (+63.7%) 0.42% +0.124 pp 0.00% +0.000 pp USD18.05 +10.2% 2 qtrs
28 HOLDCO ASSET MANAGEMENT, LP 32.3K +— (+0.0%) 641.9K +84.8K (+15.2%) 0.41% 0.000 pp 0.05% -0.011 pp USD16.67 +19.4% 3 qtrs
29 ACADIAN ASSET MANAGEMENT LLC 32.2K -3.3K (-9.2%) 639.0K +28.0K (+4.6%) 0.41% -0.042 pp 0.00% +0.000 pp USD16.08 +23.8% 5 qtrs
30 ALLIED INVESTMENT ADVISORS, LLC 31.8K +31.8K (+100.0%) 632.2K +632.2K (+100.0%) 0.41% +0.407 pp 0.10% +0.098 pp USD19.90 +0.0% 14 qtrs
31 FIRST MANHATTAN CO. LLC. 30.2K +— (+0.0%) 601.7K +79.5K (+15.2%) 0.39% 0.000 pp 0.00% +0.000 pp USD11.21 +77.5% 46 qtrs
32 STOCKMAN WEALTH MANAGEMENT, INC. 29.0K +— (+0.0%) 577.1K +76.3K (+15.2%) 0.37% 0.000 pp 0.07% +0.005 pp USD16.43 +21.1% 45 qtrs
33 BANK OF NEW YORK MELLON CORP 28.7K +1.7K (+6.2%) 570.6K +104.5K (+22.4%) 0.37% +0.021 pp 0.00% +0.000 pp USD16.87 +18.0% 3 qtrs
34 STRS OHIO 28.1K -2.8K (-9.1%) 559.2K +25.5K (+4.8%) 0.36% -0.036 pp 0.00% +0.000 pp USD16.67 +19.4% 3 qtrs
35 PINNACLE HOLDINGS, LLC 25.8K +— (+0.0%) 513.7K +67.9K (+15.2%) 0.33% 0.000 pp 0.17% +0.018 pp USD18.24 +9.1% 34 qtrs
36 MINERVA ADVISORS LLC 21.1K +— (+0.0%) 419.9K +55.5K (+15.2%) 0.27% 0.000 pp 0.28% +0.049 pp USD10.71 +85.8% 51 qtrs
37 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 21.1K +— (+0.0%) 419.5K +55.4K (+15.2%) 0.27% 0.000 pp 0.00% +0.000 pp USD16.67 +19.4% 3 qtrs
38 TREXQUANT INVESTMENT LP 20.6K -10.8K (-34.4%) 410.9K -133.0K (-24.5%) 0.26% -0.139 pp 0.00% -0.002 pp USD16.80 +18.5% 3 qtrs
39 BANK OF AMERICA CORP /DE/ 20.3K +3.1K (+18.0%) 403.0K +106.7K (+36.0%) 0.26% +0.040 pp 0.00% +0.000 pp USD17.37 +14.6% 30 qtrs
40 PRUDENTIAL FINANCIAL INC 18.8K +5.3K (+39.3%) 374.9K +141.4K (+60.6%) 0.24% +0.068 pp 0.00% +0.000 pp USD18.01 +10.5% 2 qtrs
41 HILLSDALE INVESTMENT MANAGEMENT INC. 17.3K -101.2K (-85.4%) 344.3K -1.7M (-83.2%) 0.22% -1.297 pp 0.01% -0.052 pp USD16.51 +20.5% 5 qtrs
42 LPL FINANCIAL LLC 14.2K +3.1K (+28.4%) 282.5K +91.6K (+48.0%) 0.18% +0.040 pp 0.00% +0.000 pp USD17.39 +14.4% 3 qtrs
43 UBS GROUP AG 12.0K +4.5K (+60.6%) 237.9K +109.3K (+85.1%) 0.15% +0.058 pp 0.00% +0.000 pp USD17.67 +12.6% 9 qtrs
44 LAZARD ASSET MANAGEMENT LLC 10.5K -7.0 (-0.1%) 208.1K +27.4K (+15.2%) 0.13% 0.000 pp 0.00% +0.000 pp USD16.67 +19.4% 3 qtrs
45 DEUTSCHE BANK AG\ 10.4K +8.3K (+409.8%) 206.0K +171.0K (+487.4%) 0.13% +0.107 pp 0.00% +0.000 pp USD19.38 +2.7% 2 qtrs
46 RHUMBLINE ADVISERS 9.3K -1.5K (-13.8%) 184.1K -1.2K (-0.6%) 0.12% -0.019 pp 0.00% +0.000 pp USD16.67 +19.4% 3 qtrs
47 CUTLER CAPITAL MANAGEMENT, LLC 9.0K +— (+0.0%) 179.1K +23.7K (+15.2%) 0.12% 0.000 pp 0.05% +0.003 pp USD21.98 -9.5% 16 qtrs
48 WELLS FARGO & COMPANY/MN 8.4K +2.6K (+45.4%) 167.2K +67.5K (+67.6%) 0.11% +0.034 pp 0.00% +0.000 pp USD17.73 +12.2% 37 qtrs
49 ROYAL BANK OF CANADA 5.6K +3.9K (+225.3%) 111.0K +81.0K (+270.0%) 0.07% +0.050 pp 0.00% +0.000 pp USD19.03 +4.6% 3 qtrs
50 NEW YORK STATE COMMON RETIREMENT FUND 4.7K +— (+0.0%) 93.5K +12.4K (+15.2%) 0.06% +0.000 pp 0.00% +0.000 pp USD16.67 +19.4% 3 qtrs
51 JPMORGAN CHASE & CO 4.7K -1.9K (-28.8%) 93.3K -20.4K (-18.0%) 0.06% -0.024 pp 0.00% +0.000 pp USD16.96 +17.3% 11 qtrs
52 METLIFE INVESTMENT MANAGEMENT, LLC 4.3K +4.3K (+100.0%) 85.4K +85.4K (+100.0%) 0.05% +0.055 pp 0.00% +0.000 pp USD19.90 +0.0% 1 qtrs NEW
53 FARTHER FINANCE ADVISORS, LLC 4.1K -10.0 (-0.2%) 82.1K +10.7K (+14.9%) 0.05% 0.000 pp 0.00% 0.000 pp USD16.11 +23.5% 9 qtrs
54 STATE OF WYOMING 3.7K +784.0 (+26.6%) 74.2K +23.4K (+45.9%) 0.05% +0.010 pp 0.01% +0.002 pp USD17.38 +14.5% 3 qtrs
55 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 3.5K +8.0 (+0.2%) 70.6K +9.5K (+15.5%) 0.05% +0.000 pp 0.00% +0.000 pp USD16.68 +19.3% 3 qtrs
56 ANCORA ADVISORS, LLC 2.8K +— (+0.0%) 54.7K +7.2K (+15.2%) 0.04% +0.000 pp 0.00% +0.000 pp USD21.64 -8.0% 25 qtrs
57 BNP PARIBAS ARBITRAGE, SNC 1.9K +163.0 (+9.3%) 38.2K +7.9K (+25.9%) 0.02% +0.002 pp 0.00% +0.000 pp USD17.35 +14.7% 23 qtrs
58 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 1.7K +— (+0.0%) 34.0K +4.5K (+15.2%) 0.02% +0.000 pp 0.00% +0.000 pp USD16.67 +19.4% 3 qtrs
59 RUSSELL INVESTMENTS GROUP, LTD. 1.7K +233.0 (+15.9%) 33.8K +8.5K (+33.5%) 0.02% +0.003 pp 0.00% +0.000 pp USD17.63 +12.9% 2 qtrs
60 PITTENGER & ANDERSON INC 1.2K +— (+0.0%) 24.7K +3.3K (+15.2%) 0.02% +0.000 pp 0.00% +0.000 pp USD20.75 -4.1% 32 qtrs
61 FEDERATED HERMES, INC. 1.2K +— (+0.0%) 23.1K +3.1K (+15.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD17.07 +16.6% 3 qtrs
62 RONALD BLUE TRUST, INC. 1.1K +— (+0.0%) 22.7K +3.0K (+15.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD15.71 +26.7% 9 qtrs
63 ALLWORTH FINANCIAL LP 887.00 +208.0 (+30.6%) 17.7K +5.9K (+50.5%) 0.01% +0.003 pp 0.00% +0.000 pp USD17.50 +13.7% 3 qtrs
64 AMERITAS INVESTMENT PARTNERS, INC. 756.00 +— (+0.0%) 15.0K +2.0K (+15.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD16.67 +19.4% 3 qtrs
65 COMERICA BANK 673.00 +70.0 (+11.6%) 13.4K +3.0K (+28.6%) 0.01% +0.001 pp 0.00% +0.000 pp USD17.12 +16.2% 10 qtrs
66 LEGAL & GENERAL GROUP PLC 663.00 +— (+0.0%) 13.2K +1.7K (+15.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD16.67 +19.4% 3 qtrs
67 TOWER RESEARCH CAPITAL LLC (TRC) 543.00 -230.0 (-29.8%) 10.8K -2.5K (-19.1%) 0.01% -0.003 pp 0.00% 0.000 pp USD16.23 +22.6% 14 qtrs
68 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 455.00 -8.0 (-1.7%) 9.1K +1.1K (+13.2%) 0.01% 0.000 pp 0.00% +0.000 pp USD16.67 +19.4% 3 qtrs
69 STERLING CAPITAL MANAGEMENT LLC 427.00 -84.0 (-16.4%) 8.5K -328.0 (-3.7%) 0.01% -0.001 pp 0.00% +0.000 pp USD17.03 +16.9% 3 qtrs
70 AMALGAMATED BANK 233.00 -20.0 (-7.9%) 5.0K +1.0K (+25.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD16.67 +19.4% 3 qtrs
71 CITIGROUP INC 169.00 +83.0 (+96.5%) 3.4K +1.9K (+126.5%) 0.00% +0.001 pp 0.00% +0.000 pp USD18.25 +9.0% 3 qtrs
72 UBS ASSET MANAGEMENT AMERICAS INC 157.00 +157.0 (+100.0%) 3.1K +3.1K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD19.90 +0.0% 1 qtrs NEW
73 MAI CAPITAL MANAGEMENT 155.00 +5.0 (+3.3%) 3.1K +494.0 (+19.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.47 +28.6% 5 qtrs
74 ADVISOR GROUP HOLDINGS, INC. 100.00 +100.0 (+100.0%) 2.0K +2.0K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD19.89 +0.1% 1 qtrs NEW
75 EVERSOURCE WEALTH ADVISORS, LLC 59.00 +13.0 (+28.3%) 1.2K +380.0 (+47.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.83 +11.6% 2 qtrs
76 PNC FINANCIAL SERVICES GROUP, INC. 53.00 +11.0 (+26.2%) 1.1K +330.0 (+45.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.79 +11.9% 2 qtrs
77 IFP ADVISORS, INC 33.00 +20.0 (+153.8%) 657.00 +432.0 (+192.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.85 +5.6% 2 qtrs
78 TRUE WEALTH DESIGN, LLC 15.00 +1.0 (+7.1%) 299.00 +57.0 (+23.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.33 +14.8% 2 qtrs
79 ROTHSCHILD INVESTMENT LLC 10.00 +8.0 (+400.0%) 199.00 +164.0 (+468.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD19.30 +3.1% 2 qtrs
80 SJS INVESTMENT CONSULTING INC. 3.00 +3.0 (+100.0%) 60.00 +60.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD19.67 +1.2% 1 qtrs NEW
81 FMR LLC 2.00 -4.4K (-100.0%) 38.00 -76.0K (-100.0%) 0.00% -0.056 pp 0.00% +0.000 pp USD17.00 +17.1% 3 qtrs
82 SBI SECURITIES CO., LTD. 1.00 +— (+0.0%) 20.00 +3.0 (+17.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD16.00 +24.4% 4 qtrs
83 CLEARSTEAD ADVISORS, LLC 1.00 -8.0 (-88.9%) 20.00 -136.0 (-87.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD17.00 +17.1% 2 qtrs
84 LARSON FINANCIAL GROUP LLC -1.0K (-100.0%) -17.3K (-100.0%) 0.00% -0.013 pp 0.00% -0.001 pp USD 2 qtrs SOLD
85 COMMONWEALTH EQUITY SERVICES, LLC -25.5K (-100.0%) -441.0K (-100.0%) 0.00% -0.327 pp 0.00% -0.001 pp USD 8 qtrs SOLD
86 PETIOLE USA LTD -51.6K (-100.0%) -890.9K (-100.0%) 0.00% -0.661 pp 0.00% -0.615 pp USD 16 qtrs SOLD
87 MARSHALL WACE, LLP -30.6K (-100.0%) -528.3K (-100.0%) 0.00% -0.392 pp 0.00% -0.001 pp USD 3 qtrs SOLD
88 SRS CAPITAL ADVISORS, INC. -628.0 (-100.0%) -10.8K (-100.0%) 0.00% -0.008 pp 0.00% 0.000 pp USD 2 qtrs SOLD
89 SUMMIT WEALTH GROUP LLC / CO -1.1K (-100.0%) -212.7K (-100.0%) 0.00% -0.014 pp 0.00% -0.023 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 54 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.04% 688.8K 0.47%
2 iShares Micro-Cap ETF IWC 0.04% 590.7K 0.60%
3 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.02% 242.3K 0.20%
4 iShares Russell 2000 Value ETF IWN 0.01% 1.87M 0.24%
5 Dimensional - US Small Cap Value ETF DFSV 0.01% 956.0K 0.30%
6 Avantis U.S. Small Cap Value ETF AVUV 0.01% 3.21M 0.25%
7 Vanguard Russell 2000 Value ETF VTWV 0.01% 130.0K 0.06%
8 Avantis U.S. Small Cap Equity ETF AVSC 0.01% 289.5K 0.25%
9 iShares Russell 2000 BuyWrite ETF IWMW 0.01% 3.5K 0.39%
10 iShares Russell 2000 ETF IWM 0.01% 5.15M 0.19%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.29
Neutral
Ratio by volume
0.25
Bearish
Buys
9
Sells
7
Shares acquired
4.7K
Shares disposed
18.7K
Cash buys
Cash sales
7.00
Net activity
-13,992
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
2026-05-08 Walsh Kenneth M Director S-Sale D Common Stock 10,000 22.83 228.3K 82,260 D
2026-04-06 Barber Dustin Bryce Officer Common Stock 0 0.00 2,590 D
2026-02-20 Waters Samuel Director S-Sale D Common Stock 2,100 22.48 47.2K 31,534 D
2026-02-17 MCCARVEL THOMAS J Director S-Sale D Common Stock 1,182 22.77 26.9K 37,262 D
2026-02-11 JOHNSON PETER JOSEPH Director S-Sale D Common Stock 3,355 23.11 77.5K 45,518 D
2026-02-10 JOHNSON PETER JOSEPH Director S-Sale D Common Stock 1,000 23.12 23.1K 52,065 D
2026-02-03 Walsh Kenneth M Director S-Sale D Common Stock 10,000 22.47 224.7K 92,260 D
2026-02-02 Spaulding Miranda Officer A-Award A Common Stock 628 0.00 12,661 D
2026-02-02 Rensmon Patrick D Officer A-Award A Common Stock 584 0.00 15,144 D
2026-02-02 O'Neill Mark A Officer A-Award A Common Stock 406 0.00 15,148 D
2026-02-02 Nash Chantelle Officer A-Award A Common Stock 360 0.00 18,307 D
2026-02-02 Field Dale Officer A-Award A Common Stock 406 0.00 22,192 D
2026-02-02 Clark Laura Director / Officer A-Award A Common Stock 1,428 0.00 29,859 D
2026-02-02 Chilton Linda M Officer A-Award A Common Stock 325 0.00 13,470 D
2026-02-02 Binde Alana M Officer A-Award A Common Stock 308 0.00 9,686 D
2026-02-02 Amdahl Rachel R Officer A-Award A Common Stock 292 0.00 21,550 D
2025-11-25 O'Neill Mark A Officer P-Purchase A Common Stock 600 16.75 10.0K 14,742 D
2025-11-21 MCCARVEL THOMAS J Director S-Sale D Common Stock 1,200 16.47 19.8K 38,444 D
2025-11-06 Walsh Kenneth M Director G-Gift D Common Stock 5,000 0.00 102,260 D
2025-11-03 Waters Samuel Director A-Award A Common Stock 1,227 0.00 33,634 D
2025-11-03 Walsh Kenneth M Director A-Award A Common Stock 1,227 0.00 107,260 D
2025-11-03 Utterback Cynthia A Director A-Award A Common Stock 980 0.00 9,770 D
2025-11-03 Spaulding Miranda Officer A-Award A Common Stock 2,430 0.00 12,033 D
2025-11-03 Rude Maureen J Director A-Award A Common Stock 1,227 0.00 11,250 D
2025-11-03 Rensmon Patrick D Officer A-Award A Common Stock 685 0.00 14,560 D
2025-11-03 O'Neill Mark A Officer A-Award A Common Stock 467 0.00 14,142 D
2025-11-03 Nash Chantelle Officer A-Award A Common Stock 596 0.00 17,947 D
2025-11-03 MCCARVEL THOMAS J Director A-Award A Common Stock 1,227 0.00 39,644 D
2025-11-03 Jensen Corey Director A-Award A Common Stock 1,227 0.00 7,815 D
2025-11-03 JOHNSON PETER JOSEPH Director G-Gift D Common Stock 6,000 0.00 53,065 D
2025-11-03 Hays Rick Director A-Award A Common Stock 1,227 0.00 40,794 D
2025-11-03 Field Dale Officer A-Award A Common Stock 695 0.00 21,786 D
2025-11-03 Clark Laura Director / Officer A-Award A Common Stock 4,332 0.00 28,431 D
2025-11-03 Chilton Linda M Officer A-Award A Common Stock 2,627 0.00 13,145 D
2025-11-03 Chemodurow Tanya Director A-Award A Common Stock 1,227 0.00 11,280 D
2025-11-03 Cape Shavon Director A-Award A Common Stock 1,227 0.00 13,570 D
2025-11-03 Binde Alana M Officer A-Award A Common Stock 2,227 0.00 9,378 D
2025-11-03 Amdahl Rachel R Officer A-Award A Common Stock 483 0.00 21,258 D
2025-08-13 Jensen Corey Director S-Sale D Common Stock 222 16.90 3.8K 8,866 D
2025-08-06 Rensmon Patrick D Officer P-Purchase A Common Stock 160 15.90 2.5K 13,875 D
2025-08-05 Walsh Kenneth M Director S-Sale D Common Stock 10,000 15.84 158.4K 106,033 D
2025-08-04 Binde Alana M Officer S-Sale D Common Stock 3,800 15.73 59.8K 7,151 D
2025-05-08 Walsh Kenneth M Director S-Sale D Common Stock 10,000 17.75 177.5K 116,033 D
2025-02-05 Walsh Kenneth M Director S-Sale D Common Stock 10,000 15.11 151.1K 126,033 D
2024-11-22 Walsh Kenneth M Director G-Gift D Common Stock 5,000 0.00 136,033 D
2024-11-22 JOHNSON PETER JOSEPH Director S-Sale D Common Stock 1,000 16.90 16.9K 61,838 D
2024-11-12 MCCARVEL THOMAS J Director S-Sale D Common Stock 1,090 17.00 18.5K 38,417 D
2024-11-01 Walsh Kenneth M Director S-Sale D Common Stock 6,705 16.44 110.2K 141,033 D
2024-11-01 Utterback Cynthia A Director A-Award A Common Stock 1,699 0.00 8,790 D
2024-11-01 Spaulding Miranda Officer A-Award A Common Stock 2,830 0.00 9,469 D
2024-11-01 Rude Maureen J Director A-Award A Common Stock 1,699 0.00 10,023 D
2024-11-01 Ruddy Benjamin G. Director A-Award A Common Stock 980 0.00 18,099 D
2024-11-01 Rensmon Patrick D Officer A-Award A Common Stock 685 0.00 13,581 D
2024-11-01 O'Neill Mark A Officer A-Award A Common Stock 467 0.00 13,541 D
2024-11-01 Nash Chantelle Officer A-Award A Common Stock 596 0.00 17,218 D
2024-11-01 MCCARVEL THOMAS J Director A-Award A Common Stock 1,699 0.00 39,507 D
2024-11-01 Jensen Corey Director A-Award A Common Stock 1,699 0.00 9,088 D
2024-11-01 JOHNSON PETER JOSEPH Director A-Award A Common Stock 1,699 0.00 62,838 D
2024-11-01 Hays Rick Director A-Award A Common Stock 1,699 0.00 39,567 D
2024-11-01 Field Dale Officer A-Award A Common Stock 695 0.00 20,956 D
2024-11-01 Clark Laura Director / Officer A-Award A Common Stock 4,332 0.00 23,966 D
2024-11-01 Chilton Linda M Officer A-Award A Common Stock 2,627 0.00 10,384 D
2024-11-01 Chemodurow Tanya Director A-Award A Common Stock 1,699 0.00 10,053 D
2024-11-01 Cape Shavon Director A-Award A Common Stock 1,699 0.00 12,343 D
2024-11-01 Binde Alana M Officer A-Award A Common Stock 2,227 0.00 10,817 D
2024-11-01 Amdahl Rachel R Officer A-Award A Common Stock 483 0.00 20,640 D
2024-08-23 JOHNSON PETER JOSEPH Director S-Sale D Common Stock 216 14.00 3.0K 61,139
2024-08-22 JOHNSON PETER JOSEPH Director S-Sale D Common Stock 561 14.00 7.9K 68,513
2024-08-21 JOHNSON PETER JOSEPH Director S-Sale D Common Stock 1,525 14.00 21.4K 69,074
2024-08-20 JOHNSON PETER JOSEPH Director S-Sale D Common Stock 360 14.00 5.0K 70,599
2024-08-19 JOHNSON PETER JOSEPH Director S-Sale D Common Stock 180 14.00 2.5K 70,959
2024-07-30 Walsh Kenneth M Director S-Sale D Common Stock 10,000 14.44 144.4K 146,039
2024-05-24 JOHNSON PETER JOSEPH Director S-Sale D Common Stock 1,599 13.28 21.2K 71,289
2024-05-23 JOHNSON PETER JOSEPH Director S-Sale D Common Stock 400 13.15 5.3K 74,383
2024-05-22 JOHNSON PETER JOSEPH Director S-Sale D Common Stock 200 13.23 2.6K 77,688
2024-05-20 Walsh Kenneth M Director S-Sale D Common Stock 10,000 12.98 129.8K 156,039
2024-05-20 Clark Laura Director / Officer P-Purchase A Common Stock 750 13.03 9.8K 19,634
2024-02-27 Rensmon Patrick D Officer P-Purchase A Common Stock 385 12.95 5.0K 12,770
2024-02-14 Walsh Kenneth M Director S-Sale D Common Stock 882 13.10 11.6K 166,039
2024-02-13 JOHNSON PETER JOSEPH Director G-Gift D Common Stock 3,500 0.00 79,139
2024-02-06 Walsh Kenneth M Director S-Sale D Common Stock 8,797 13.17 115.8K 166,921
2024-02-05 Walsh Kenneth M Director S-Sale D Common Stock 321 13.51 4.3K 175,718
2023-11-01 Walsh Kenneth M Director A-Award A Common Stock 1,065 0.00 176,039
2023-11-01 Utterback Cynthia A Director A-Award A Common Stock 980 0.00 5,046
2023-11-01 Spaulding Miranda Officer A-Award A Common Stock 2,160 0.00 6,513
2023-11-01 Rude Maureen J Director A-Award A Common Stock 1,065 0.00 8,324
2023-11-01 Ruddy Benjamin G. Director A-Award A Common Stock 980 0.00 16,993
2023-11-01 MCCARVEL THOMAS J Director A-Award A Common Stock 1,065 0.00 37,808
2023-11-01 Jensen Corey Director A-Award A Common Stock 980 0.00 6,324
2023-11-01 Hays Rick Director A-Award A Common Stock 1,065 0.00 37,868
2023-11-01 Clark Laura Director / Officer A-Award A Common Stock 2,180 0.00 18,757
2023-11-01 Chilton Linda M Officer A-Award A Common Stock 2,160 0.00 7,631
2023-11-01 Chemodurow Tanya Director A-Award A Common Stock 1,065 0.00 8,354
2023-11-01 Cape Shavon Director A-Award A Common Stock 1,065 0.00 10,644
2023-11-01 Binde Alana M Officer A-Award A Common Stock 1,760 0.00 8,463
2023-08-15 MCCARVEL THOMAS J Director S-Sale D Common Stock 1,000 12.70 12.7K 36,743
2023-05-24 Walsh Kenneth M Director S-Sale D Common Stock 161 13.30 2.1K 174,974
2023-05-23 Walsh Kenneth M Director S-Sale D Common Stock 902 13.32 12.0K 175,135
2023-05-22 Walsh Kenneth M Director S-Sale D Common Stock 5,267 13.34 70.3K 176,037
2023-05-10 Clark Laura Director / Officer P-Purchase A Common Stock 417 11.89 5.0K 16,577
2023-05-09 JOHNSON PETER JOSEPH Director S-Sale D Common Stock 1,797 11.82 21.2K 82,633
2023-05-08 Utterback Cynthia A Director P-Purchase A Common Stock 408 12.22 5.0K 4,066
2023-05-08 Nash Chantelle Officer P-Purchase A Common Stock 450 12.25 5.5K 16,493
2023-05-02 O'Neill Mark A Officer P-Purchase A Common Stock 1,152 12.97 14.9K 12,948
2023-05-01 Rensmon Patrick D Officer P-Purchase A Common Stock 725 13.81 10.0K 12,385
2023-05-01 Clark Laura Officer P-Purchase A Common Stock 93 13.79 1.3K 15,722
2023-04-28 Hays Rick Director P-Purchase A Common Stock 5,000 14.31 71.5K 36,803
2023-02-23 JOHNSON PETER JOSEPH Director S-Sale D Common Stock 184 17.10 3.1K 90,876
2023-02-22 JOHNSON PETER JOSEPH Director S-Sale D Common Stock 200 17.30 3.5K 91,080
2022-11-01 Walsh Kenneth M Director A-Award A Common Stock 221 0.00 181,304
2022-11-01 Utterback Cynthia A Director A-Award A Common Stock 980 0.00 3,437
2022-11-01 Spaulding Miranda Officer A-Award A Common Stock 2,160 0.00 4,226
2022-11-01 Rude Maureen J Director A-Award A Common Stock 221 0.00 7,259
2022-11-01 Ruddy Benjamin G. Director A-Award A Common Stock 980 0.00 15,886
2022-11-01 Rensmon Patrick D Officer A-Award A Common Stock 1,980 0.00 11,533
2022-11-01 O'Neill Mark A Officer A-Award A Common Stock 1,760 0.00 11,669
2022-11-01 MCCARVEL THOMAS J Director A-Award A Common Stock 221 0.00 37,743
2022-11-01 Jensen Corey Director A-Award A Common Stock 980 0.00 5,123
2022-11-01 Hays Rick Director A-Award A Common Stock 221 0.00 31,803
2022-11-01 Clark Laura Officer A-Award A Common Stock 2,180 0.00 15,308
2022-11-01 Chilton Linda M Officer A-Award A Common Stock 2,160 0.00 5,344
2022-11-01 Chemodurow Tanya Director A-Award A Common Stock 221 0.00 7,289
2022-11-01 Cape Shavon Director A-Award A Common Stock 221 0.00 9,579
2022-11-01 Binde Alana M Officer A-Award A Common Stock 2,160 0.00 6,575
2022-08-04 Walsh Kenneth M Director S-Sale D Common Stock 10,000 19.33 193.3K 186,083
2022-04-30 Waters Samuel Director A-Award A Common Stock 31,784 0.00 31,784
2022-04-01 Spaulding Miranda Officer D Common Stock 0 0.00 800
2022-02-01 Walsh Kenneth M Director S-Sale D Common Stock 10,000 22.40 224.0K 196,085
2021-11-03 Walsh Kenneth M Director G-Gift D Common Stock 5,000 0.00 206,170
2021-11-02 Walsh Kenneth M Director S-Sale D Common Stock 10,000 22.47 224.7K 211,170
2021-11-01 Walsh Kenneth M Director A-Award A Common Stock 253 0.00 221,170
2021-11-01 Utterback Cynthia A Director A-Award A Common Stock 980 0.00 2,204
2021-11-01 Rude Maureen J Director A-Award A Common Stock 253 0.00 7,038
2021-11-01 Ruddy Benjamin G. Director A-Award A Common Stock 980 0.00 14,736
2021-11-01 Rensmon Patrick D Officer A-Award A Common Stock 2,160 0.00 9,382
2021-11-01 O'Neill Mark A Officer A-Award A Common Stock 2,160 0.00 9,738
2021-11-01 MCCARVEL THOMAS J Director A-Award A Common Stock 253 0.00 37,522
2021-11-01 Jensen Corey Director A-Award A Common Stock 253 0.00 4,143
2021-11-01 Hays Rick Director A-Award A Common Stock 253 0.00 31,582
2021-11-01 Chilton Linda M Officer A-Award A Common Stock 2,160 0.00 3,012
2021-11-01 Chemodurow Tanya Director A-Award A Common Stock 253 0.00 7,068
2021-11-01 Cape Shavon Director A-Award A Common Stock 253 0.00 9,358
2021-11-01 Binde Alana M Officer A-Award A Common Stock 400 0.00 4,241
2021-10-29 Utterback Cynthia A Director P-Purchase A Common Stock 224 22.75 5.1K 1,224
2021-05-13 Walsh Kenneth M Director S-Sale D Common Stock 3,629 22.98 83.4K 220,917
2021-05-13 Chemodurow Tanya Director P-Purchase A Common Stock 1,055 22.86 24.1K 6,815
2021-05-07 Walsh Kenneth M Director S-Sale D Common Stock 200 23.31 4.7K 224,546
2021-05-06 Walsh Kenneth M Director S-Sale D Common Stock 1,591 23.28 37.0K 224,746
2021-05-05 Walsh Kenneth M Director S-Sale D Common Stock 2,998 23.34 70.0K 226,337
2021-05-04 Walsh Kenneth M Director S-Sale D Common Stock 1,582 23.31 36.9K 229,335
2021-04-01 Binde Alana M Officer I Common Stock 0 0.00 2,641
2021-02-08 Walsh Kenneth M Director S-Sale D Common Stock 119 20.73 2.5K 230,830
2021-02-05 Walsh Kenneth M Director S-Sale D Common Stock 5,200 20.68 107.6K 230,949
2021-02-04 Walsh Kenneth M Director S-Sale D Common Stock 2,325 20.82 48.4K 236,149
2021-02-03 Walsh Kenneth M Director S-Sale D Common Stock 2,356 20.93 49.3K 238,474
2021-02-01 Jensen Corey Director P-Purchase A Common Stock 188 22.15 4.2K 2,910
2020-11-10 Walsh Kenneth M Director S-Sale D Common Stock 1,241 20.11 25.0K 240,830
2020-11-09 Walsh Kenneth M Director S-Sale D Common Stock 3,400 19.87 67.6K 242,071
2020-11-05 Walsh Kenneth M Director S-Sale D Common Stock 200 19.55 3.9K 245,471
2020-11-03 Walsh Kenneth M Director S-Sale D Common Stock 3,947 19.72 77.8K 245,671
2020-11-02 Walsh Kenneth M Director S-Sale D Common Stock 1,212 19.61 23.8K 249,618
2020-11-02 Rensmon Patrick D Officer A-Award A Common Stock 2,160 0.00 7,102
2020-11-02 O'Neill Mark A Officer A-Award A Common Stock 2,160 0.00 7,457
2020-11-02 Nash Chantelle Officer A-Award A Common Stock 2,160 0.00 15,219
2020-11-02 Jensen Corey Director A-Award A Common Stock 980 0.00 2,460
2020-11-02 Field Dale Officer A-Award A Common Stock 2,160 0.00 19,697
2020-11-02 Clark Laura Officer A-Award A Common Stock 2,160 0.00 12,835
2020-11-02 Chemodurow Tanya Director A-Award A Common Stock 980 0.00 5,735
2020-11-02 Cape Shavon Director A-Award A Common Stock 980 0.00 9,105
2020-08-06 Walsh Kenneth M Director S-Sale D Common Stock 5,996 15.94 95.6K 250,830
2020-08-05 Walsh Kenneth M Director S-Sale D Common Stock 504 15.95 8.0K 256,826
2020-07-31 Walsh Kenneth M Director S-Sale D Common Stock 331 16.13 5.3K 260,830
2020-06-04 Walsh Kenneth M Director G-Gift D Common Stock 1,500 0.00 261,161
2020-05-05 Walsh Kenneth M Director S-Sale D Common Stock 10,000 17.46 174.6K 262,661
2020-05-01 Hays Rick Director P-Purchase A Common Stock 400 17.79 7.1K 30,729
2020-01-01 Chilton Linda M Officer I Common Stock 0 0.00 602
2019-12-12 Utterback Cynthia A Director I Common Stock 0 0.00 1,000
2019-11-01 Walsh Kenneth M Director W-Will A Common Stock 16,532 0.00 272,330
2019-11-01 Rensmon Patrick D Officer A-Award A Common Stock 2,160 0.00 4,797
2019-11-01 O'Neill Mark A Officer A-Award A Common Stock 2,160 0.00 5,152
2019-11-01 Nash Chantelle Officer A-Award A Common Stock 2,160 0.00 12,913
2019-11-01 Jensen Corey Director A-Award A Common Stock 980 0.00 1,480
2019-11-01 Field Dale Officer A-Award A Common Stock 2,160 0.00 17,390
2019-11-01 Clark Laura Officer A-Award A Common Stock 2,160 0.00 10,529
2019-11-01 Chemodurow Tanya Director A-Award A Common Stock 980 0.00 4,755
2019-11-01 Cape Shavon Director A-Award A Common Stock 980 0.00 8,125
2019-10-31 Walsh Kenneth M Director S-Sale D Common Stock 5,000 18.80 94.0K 255,798
2019-10-25 Zepeda Tracy A S-Sale D Common Stock 5,656 18.32 103.6K 1,650
2019-10-25 Walsh Kenneth M Director / Officer S-Sale D Common Stock 5,000 18.40 92.0K 260,798
2019-08-30 Zepeda Tracy A Officer S-Sale D Common Stock 1,524 16.40 25.0K 5,782
2019-08-26 Ruddy Benjamin G. Director J-Other D Common Stock 13,411 0.00 13,491
2019-08-19 Walsh Kenneth M Director S-Sale D Common Stock 3,412 17.35 59.2K 265,798
2019-08-19 Cape Shavon Director P-Purchase A Common Stock 3,790 17.30 65.6K 7,145
2019-08-15 Hays Rick Director P-Purchase A Common Stock 2,000 17.67 35.3K 30,329
2019-08-14 Walsh Kenneth M Director S-Sale D Common Stock 300 16.75 5.0K 269,210
2019-02-08 Walsh Kenneth M Director S-Sale D Common Stock 5,000 17.87 89.3K 269,510
2019-01-01 Ruddy Benjamin G. Director J-Other A Common Stock 26,902 16.50 443.9K 26,902
2018-11-07 JOHNSON PETER JOSEPH Director / Officer P-Purchase A Common Stock 200 16.28 3.3K 90,629
2018-11-06 Hays Rick Director P-Purchase A Common Stock 1,000 16.72 16.7K 28,329
2018-11-01 Zepeda Tracy A Officer A-Award A Common Stock 440 0.00 7,119

Executive team

Top executives
EBIT / Employee
50.9K
Shares Outstanding
7.97M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Laura F. Clark President/Chief Executive Officer 492.5K 142.5K 147.0K 155.7K 937.6K 15.20%
2 2025 P. Darryl Rensmon Executive Vice President/Chief Operating Officer 300.0K 58.0K 75.0K 140.2K 573.2K 10.12%
3 2025 Miranda J. Spaulding Senior Vice President/Chief Financial Officer 305.0K 60.0K 73.7K 110.1K 548.8K 10.93%
4 2024 Laura F. Clark President/Chief Executive Officer 405.0K 61.3K 106.0K 572.3K 0.00%
5 2024 Miranda J. Spaulding Senior Vice President/Chief Financial Officer 256.6K 41.2K 98.0K 395.9K 0.00%
6 2024 Miranda J. Spaulding Senior Vice President/ Chief Financial Officer 256.6K 41.2K 98.0K 395.9K 0.00%
7 2024 Mark A. O’Neill Senior Vice President/ Chief Lending Officer 165.0K 151.5K 68.8K 385.2K 0.00%
8 2023 Laura F. Clark President/Chief Executive Officer 380.0K 75.9K 86.7K 100.3K 642.9K 11.80%
9 2023 Miranda J. Spaulding Senior Vice President/ Chief Financial Officer 236.5K 23.6K 47.0K 85.0K 392.1K 6.02%
10 2023 Dale F. Field Senior Vice President/ Chief Credit Officer 245.5K 24.5K 39.6K 69.5K 379.1K 6.46%
11 2022 Peter J. Johnson Chief Executive Officer 372.0K 88.0K 545.1K 1.01M 0.00%
12 2022 Laura F. Clark President 300.0K 71.0K 95.0K 466.0K 0.00%
13 2022 Laura F. Clark President/Chief Executive Officer 300.0K 71.0K 95.0K 466.0K 0.00%
14 2022 Dale F. Field Senior Vice President/ Chief Credit Officer 236.0K 38.5K 62.8K 337.3K 0.00%
15 2021 Peter J. Johnson President/Chief Executive Officer 360.0K 106.5K 349.0K 815.5K 0.00%
16 2021 Peter J. Johnson Chief Executive Officer 360.0K 106.5K 349.0K 815.5K 0.00%
17 2021 Laura F. Clark President 270.0K 245.9K 53.5K 92.5K 661.9K 37.15%
18 2021 Laura F. Clark Executive Vice President/ Chief Financial Officer and Chief Operating Officer 270.0K 53.5K 245.9K 92.5K 661.9K 37.15%
19 2021 Dale F. Field Senior Vice President/ Chief Credit Officer 180.0K 30.0K 59.6K 269.6K 0.00%
20 2020 Peter J. Johnson President / Chief Executive Officer 312.0K 94.8K 211.3K 618.1K 0.00%
21 2020 Peter J. Johnson President/Chief Executive Officer 312.0K 94.8K 211.3K 618.1K 0.00%
22 2020 Laura F. Clark Executive Vice President/ Chief Financial Officer and Chief Operating Officer 220.0K 45.3K 84.9K 350.2K 0.00%
23 2020 Laura F. Clark Executive Vice President/ C hief Financial Office r and Chief Operating Officer 220.0K 45.3K 84.9K 350.2K 0.00%
24 2020 P. Darryl Rensmon Senior Vice President/ Chief Information Officer 161.0K 24.3K 44.6K 229.9K 0.00%
25 2019 Peter J. Johnson President / Chief Executive Officer 300.0K 82.3K 170.3K 552.6K 0.00%
26 2019 Peter J. Johnson President & CEO 300.0K 82.3K 170.3K 552.6K 0.00%
27 2019 Laura F. Clark Executive Vice President/ C hief Financial Office r and Chief Operating Officer 200.0K 37.6K 53.6K 291.2K 0.00%
28 2019 Laura F. Clark Executive Vice President/ C hief Financial Officer 200.0K 37.6K 53.6K 291.2K 0.00%
29 2019 P. Darryl Rensmon Senior Vice President/ Chief Information Officer 154.0K 22.0K 39.9K 215.9K 0.00%
30 2018 Peter J. Johnson President 275.0K 67.4K 155.1K 497.5K 0.00%
31 2018 Peter J. Johnson President & CEO 275.0K 67.4K 155.1K 497.5K 0.00%
32 2018 Laura F. Clark Executive Vice President/ C hief Financial Officer 170.0K 29.9K 44.0K 243.9K 0.00%
33 2018 Laura F. Clark Executive Vice President/ Chief Financial Officer 170.0K 29.9K 44.0K 243.9K 0.00%
34 2018 P. Darryl Rensmon Senior Vice President/ Chief Information Officer 148.0K 18.9K 25.3K 192.2K 0.00%
35 2017 Peter J. Johnson President 262.0K 60.0K 96.0K 418.0K 0.00%
36 2017 P. Darryl Rensmon Senior Vice President/ Chief Information Officer 142.0K 16.0K 195.4K 11.4K 364.8K 53.57%
37 2017 Laura F. Clark Executive Vice President/ Chief Financial Officer 157.0K 30.0K 41.4K 228.4K 0.00%
38 2016 Peter J. Johnson President & CEO 252.0K 32.1K 83.7K 367.9K 0.00%
39 2016 Michael C. Mundt Executive Vice President/ Chief Community Banking Officer 160.0K 17.0K 39.3K 235.5K 0.00%
40 2016 Laura F. Clark Senior Vice President/ Chief Financial Officer 150.0K 15.9K 1.00 205.2K 0.00%
41 2015 Peter J. Johnson President & CEO 246.0K 20.3K 344.2K 0.00%
42 2015 Laura F. Clark Senior Vice President/ Chief Financial Officer 142.0K 9.8K 125.4K 77.9K 313.3K 40.02%
43 2015 Michael C. Mundt Executive Vice President/ Chief Community Banking Officer 156.0K 10.7K 218.4K 0.00%
44 2014 Peter J. Johnson President & CEO 240.0K 21.6K 72.0K 333.6K 0.00%
45 2014 Tracy A. Zepeda Senior Vice President/ Chief Retail Officer 115.0K 4.3K 95.8K 38.8K 253.9K 37.72%
46 2014 Michael C. Mundt Senior Vice President/ Chief Lending Officer 146.0K 11.0K 47.7K 204.6K 0.00%
47 2013 Peter J. Johnson President & CEO 234.0K 26.8K 67.8K 328.5K 0.00%
48 2013 Michael C. Mundt Senior Vice President/ Chief Lending Officer 142.0K 13.8K 45.9K 201.7K 0.00%
49 2013 Clinton J. Morrison Senior Vice President/ CFO 142.0K 13.8K 36.5K 192.3K 0.00%
50 2012 Peter J. Johnson President & CEO 190.8K 18.6K 216.4K 54.2K 480.0K 45.09%
51 2012 Michael C. Mundt Senior Vice President/ Chief Lending Officer 122.5K 10.0K 108.2K 40.9K 281.5K 38.44%
52 2012 Clinton J. Morrison Senior Vice President/ CFO 116.0K 9.4K 108.2K 33.9K 267.5K 40.45%
53 2010 Peter J. Johnson President CEO 155.0K 25.9K 39.4K 220.3K 0.00%
54 2010 Michael C. Mundt Senior Vice President/Chief Lending Officer 113.5K 16.3K 29.2K 159.1K 0.00%
55 2010 Clinton J. Morrison Senior Vice President/CFO 96.0K 13.8K 26.4K 136.2K 0.00%
56 2010 2010 Summary Compensation Table Name and Principal Position 2.0K 2.0K 2.0K 2.0K 0.00%
57 2009 Peter J. Johnson President CEO 144.0K 21.6K 36.4K 202.0K 0.00%
58 2009 Michael C. Mundt Senior Vice President/Chief Lending Officer 108.0K 13.5K 26.3K 147.8K 0.00%
59 2009 Clinton J. Morrison Senior Vice President/CFO 90.0K 11.3K 26.6K 127.8K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-09 DEF 14A
2025-03-19 DEFA14A
2025-03-14 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-18 8-K
2026-05-15 SC 13G/A
2026-05-15 SC 13G
2026-05-14 SC 13G/A
2026-05-12 4
2026-05-07 10-Q
2026-05-04 8-K
2026-04-29 8-K
2026-04-28 8-K
2026-04-16 3

Executive team

NameTitleCompensationGender
Laura F. Clark President, Chief Executive Officer & Director 795.2K female
Patrick Darryl Rensmon Executive VP & Chief Operating Officer 515.2K male
Miranda Spaulding Senior Vice President & Chief Financial Officer 488.8K female
Dale F. Field Senior Vice President & Chief Credit Officer 354.6K male
Rachel R. Amdahl Senior Vice President & Chief Operating Officer of Opportunity Bank of Montana female
Chantelle R. Nash Senior Vice President, Chief Risk Officer, Chief Administrative Officer & Corporate Secretary female
Linda Chilton Chief Retail Officer & Senior Vice President female
Alana Binde Senior Vice President & Chief Human Resources Officer female
ESG Rating
B
BANKS - REGIONAL
Rank: 152 out of 431
2023
E (Environmental)
77.9 / 64.3
Company / Sector avg.
S (Social)
65.2 / 76.5
Company / Sector avg.
G (Governance)
67.5 / 75.5
Company / Sector avg.
ESG Total
70.2 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits