Eagle Financial Services, Inc. (EFSI)
Berryville, VA, US
Eagle Financial Services, Inc. functions as the parent company for Bank of Clarke County, delivering a comprehensive array of retail and commercial banking solutions across the Shenandoah Valley and Northern Virginia regions. Their core offerings include various deposit accounts, such as checking, NOW, money market, and standard savings accounts, alongside both demand and time deposits. The institution maintains a diverse loan portfolio, encompassing financing for single-to-four-family residential properties, commercial real estate ventures, construction and land development projects, and commercial and industrial enterprises. Additionally, they provide a range of consumer lending options, both secured and unsecured, including personal installment loans, lines of credit, auto loans, and credit card services. Beyond traditional banking, Eagle Financial Services offers personal and retirement planning assistance. Their investment services are extensive, featuring tax-deferred annuities, IRAs and rollovers, mutual funds, retirement and college savings plans, various insurance products (life, long-term care), fixed-income investments, brokerage CDs, and both full-service and discount brokerage options. They also facilitate non-deposit investment products and provide title insurance. To ensure convenient access, the company supports ATM and debit card services, alongside modern telephone, internet, and mobile banking platforms. For commercial clients, specialized services like ACH origination and remote deposit capture are available. The company's physical presence includes twelve full-service branches, two loan production offices, a dedicated wealth management office, and a drive-through only facility. Complementing these are 13 ATM locations, strategically placed throughout the Virginia communities of Berryville, Winchester, Boyce, Stephens City, Purcellville, Warrenton, Leesburg, Ashburn, and Fairfax. Established in 1881, Eagle Financial Services, Inc. is headquartered in Berryville, Virginia.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.23% | +0.87% | +4.72% | +13.68% | +5.03% | -0.85% | +25.31% | +22.93% | +17.65% | +71.57% | +203.54% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | +1 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 2 |
43.00
+2.6%
|
| All Time | 3 |
42.00
+0.2%
|
-
Revenue growth-1.3% Q1'26: +64.9% (vs Q1'25)
-
EPS growth-63.2% Q1'26: +145.1% (vs Q1'25)
-
FCF margin— Q1'26: +17.2% (vs Q1'25)
-
EBIT margin— Q1'26: -1.1% (vs Q1'25)
-
ROIC— Q1'26: -0.4% (vs Q1'25)
-
Share dilution+51.1% Q1'26: +18.5% (vs Q1'25)
-
Debt / EBITDA— Q1'26: -36.38× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 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. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
32.45M
est: 238.87M (-86.4%)
|
32.10M
est: 222.77M (-85.6%)
|
31.05M
est: 209.88M (-85.2%)
|
30.77M
est: 198.25M (-84.5%)
|
29.75M
est: 186.63M (-84.1%)
|
31.47M
est: 175.90M (-82.1%)
|
34.33M
est: 166.01M (-79.3%)
|
37.03M
est: 155.22M (-76.1%)
|
41.49M
est: 145.13M (-71.4%)
|
46.62M
est: 135.69M (-65.6%)
|
52.66M
est: 126.87M (-58.5%)
|
66.73M
est: 118.63M (-43.7%)
|
95.92M
est: 110.92M (-13.5%)
|
105.92M
est: 61.73M (+71.6%)
|
104.54M
est: 80.70M (+29.5%)
|
86.00M
85.70M – 86.30M
+6.6% YoY
|
89.65M
88.80M – 90.50M
+4.2% YoY
|
117.46M
116.69M – 118.23M
+31.0% YoY
|
140.83M
139.91M – 141.75M
+19.9% YoY
|
| EBITDA |
6.63M
est: 12.38M (-46.4%)
|
10.07M
est: 11.76M (-14.4%)
|
10.50M
est: 11.92M (-11.9%)
|
10.13M
est: 12.32M (-17.7%)
|
10.37M
est: 12.26M (-15.4%)
|
10.06M
est: 12.27M (-18.1%)
|
12.36M
est: 12.37M (-0.1%)
|
11.24M
est: 11.56M (-2.8%)
|
12.88M
est: 10.81M (+19.2%)
|
14.34M
est: 10.11M (+41.8%)
|
13.78M
est: 9.45M (+45.8%)
|
18.65M
est: 8.84M (+111.0%)
|
11.64M
est: 8.26M (+40.8%)
|
19.88M
est: 11.67M (+70.4%)
|
9.93M
est: 15.25M (-34.9%)
|
16.26M
16.20M – 16.31M
+6.6% YoY
|
16.95M
16.79M – 17.11M
+4.2% YoY
|
22.20M
22.06M – 22.35M
+31.0% YoY
|
26.62M
26.45M – 26.79M
+19.9% YoY
|
| EBIT |
5.69M
est: 51.71M (-89.0%)
|
9.11M
est: 48.23M (-81.1%)
|
9.55M
est: 45.43M (-79.0%)
|
9.21M
est: 42.92M (-78.5%)
|
9.33M
est: 40.40M (-76.9%)
|
8.93M
est: 38.08M (-76.5%)
|
11.41M
est: 35.94M (-68.2%)
|
10.32M
est: 33.60M (-69.3%)
|
11.57M
est: 31.42M (-63.2%)
|
13.31M
est: 29.38M (-54.7%)
|
12.79M
est: 27.47M (-53.4%)
|
17.67M
est: 25.68M (-31.2%)
|
10.63M
est: 24.01M (-55.7%)
|
18.90M
est: 11.01M (+71.6%)
|
9.93M
est: 14.39M (-31.1%)
|
15.34M
15.29M – 15.39M
+6.6% YoY
|
15.99M
15.84M – 16.14M
+4.2% YoY
|
20.95M
20.81M – 21.09M
+31.0% YoY
|
25.12M
24.96M – 25.28M
+19.9% YoY
|
| Net Income |
4.32M
est: 4.66M (-7.3%)
|
6.55M
est: 4.70M (+39.4%)
|
7.16M
est: 4.84M (+47.9%)
|
7.14M
est: 5.09M (+40.2%)
|
6.90M
est: 5.12M (+34.7%)
|
6.37M
est: 5.18M (+23.0%)
|
7.79M
est: 5.28M (+47.6%)
|
9.00M
est: 4.93M (+82.5%)
|
9.76M
est: 4.61M (+111.6%)
|
11.17M
est: 4.31M (+159.0%)
|
11.02M
est: 4.03M (+173.3%)
|
14.52M
est: 3.77M (+285.1%)
|
9.36M
est: 3.53M (+165.4%)
|
15.34M
est: 9.95M (+54.1%)
|
8.21M
est: 13.66M (-39.9%)
|
17.93M
17.66M – 17.96M
+31.2% YoY
|
19.60M
19.43M – 19.76M
+9.3% YoY
|
20.78M
20.60M – 20.95M
+6.0% YoY
|
21.26M
21.08M – 21.44M
+2.3% YoY
|
| SGA |
12.62M
est: 13.96M (-9.6%)
|
12.15M
est: 12.88M (-5.7%)
|
13.31M
est: 12.83M (+3.7%)
|
13.53M
est: 13.01M (+4.1%)
|
14.69M
est: 12.80M (+14.8%)
|
15.22M
est: 12.66M (+20.2%)
|
15.98M
est: 12.61M (+26.7%)
|
16.53M
est: 11.79M (+40.2%)
|
17.90M
est: 11.02M (+62.4%)
|
21.48M
est: 10.31M (+108.4%)
|
24.02M
est: 9.64M (+149.2%)
|
28.27M
est: 9.01M (+213.8%)
|
34.41M
est: 8.43M (+308.4%)
|
33.60M
est: 22.44M (+49.7%)
|
27.35M
est: 29.33M (-6.7%)
|
31.26M
31.15M – 31.37M
+6.6% YoY
|
32.59M
32.28M – 32.89M
+4.2% YoY
|
42.69M
42.41M – 42.97M
+31.0% YoY
|
51.19M
50.85M – 51.52M
+19.9% YoY
|
| EPS |
1.31
est: 1.57 (-16.6%)
|
1.97
est: 1.48 (+33.1%)
|
2.11
est: 1.49 (+42.1%)
|
2.08
est: 1.54 (+35.5%)
|
1.97
est: 1.54 (+28.3%)
|
1.81
est: 1.54 (+17.5%)
|
2.24
est: 1.55 (+44.5%)
|
2.60
est: 1.45 (+79.9%)
|
2.84
est: 1.36 (+109.6%)
|
3.27
est: 1.27 (+158.5%)
|
3.20
est: 1.19 (+168.9%)
|
4.17
est: 1.12 (+272.3%)
|
2.66
est: 1.05 (+153.3%)
|
4.32
est: 1.85 (+133.0%)
|
1.59
est: 2.55 (-37.5%)
|
3.32
3.29 – 3.34
+30.3% YoY
|
3.65
3.62 – 3.68
+10.1% YoY
|
3.87
3.84 – 3.90
+6.0% YoY
|
3.96
3.93 – 3.99
+2.3% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-15 | Freedom Broker | Hold | Buy | Upgrade |
| 2026-05-11 | DA Davidson | Neutral | Neutral | Maintain |
| 2026-04-27 | DA Davidson | Neutral | Neutral | Maintain |
| 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 | 3/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 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 | 3/5 | 3/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-24 | B- | 2/5 | 4/5 | 3/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-22 | B | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-21 | B | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-20 | B | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | LLC | 234.3K | 6.60% | — | 234.3K | — | — | IA | — | 2024-11-14 | ↗ |
| 2 | Phillip Stone, IV | 234.3K | 6.60% | — | 234.3K | — | — | IN | — | 2024-11-14 | ↗ |
| 3 | Master Opportunity Fund Ltd | 169.7K | 4.78% | — | 169.7K | — | — | OO | — | 2024-11-14 | ↗ |
| 4 | GP LLC | 64.5K | 1.82% | — | 64.5K | — | — | OO | — | 2024-11-14 | ↗ |
| 5 | QP Opportunity Fund LP | 52.2K | 1.47% | — | 52.2K | — | — | PN | — | 2024-11-14 | ↗ |
| 6 | Small-Cap Financials Fund LP | 12.4K | 0.35% | — | 12.4K | — | — | PN | — | 2024-11-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | FOURTHSTONE LLC | 453.9K +177.1K (+64.0%) | 18.06M +7.6M (+72.5%) | 8.45% +3.308 pp | 3.38% +1.503 pp | USD35.48 +12.2% | 4 qtrs — |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 319.3K -10.1K (-3.1%) | 12.71M +244.4K (+2.0%) | 5.95% -0.178 pp | 0.00% +0.000 pp | USD32.79 +21.4% | 4 qtrs — |
| 3 | VANGUARD GROUP INC | 302.0K -4.8K (-1.5%) | 12.02M +413.7K (+3.6%) | 5.63% -0.079 pp | 0.00% +0.000 pp | USD35.37 +12.5% | 4 qtrs — |
| 4 | BLACKROCK, INC. | 283.0K +12.0K (+4.4%) | 11.26M +1.0M (+9.8%) | 5.27% +0.232 pp | 0.00% +0.000 pp | USD31.80 +25.2% | 4 qtrs — |
| 5 | MALTESE CAPITAL MANAGEMENT LLC | 129.1K -60.9K (-32.0%) | 5.14M -2.0M (-28.5%) | 2.41% -1.127 pp | 0.91% -0.177 pp | USD32.62 +22.0% | 4 qtrs — |
| 6 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 128.3K -1.6K (-1.3%) | 5.10M +190.1K (+3.9%) | 2.39% -0.026 pp | 4.69% -0.316 pp | USD30.99 +28.4% | 3 qtrs — |
| 7 | ALLIANCEBERNSTEIN L.P. | 123.3K -25.2K (-16.9%) | 4.91M -709.6K (-12.6%) | 2.30% -0.464 pp | 0.00% 0.000 pp | USD32.79 +21.4% | 4 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 105.9K -1.9K (-1.7%) | 4.21M +136.7K (+3.4%) | 1.97% -0.032 pp | 0.00% +0.000 pp | USD31.56 +26.1% | 4 qtrs — |
| 9 | STATE STREET CORP | 85.0K -1.0K (-1.2%) | 3.38M +129.2K (+4.0%) | 1.58% -0.016 pp | 0.00% +0.000 pp | USD33.91 +17.4% | 3 qtrs — |
| 10 | UBS GROUP AG | 73.1K +70.7K (+2,935.5%) | 2.91M +2.8M (+3,093.2%) | 1.36% +1.317 pp | 0.00% +0.001 pp | USD39.50 +0.8% | 4 qtrs — |
| 11 | BANC FUNDS CO LLC | 65.0K +— (+0.0%) | 2.59M +127.7K (+5.2%) | 1.21% +0.002 pp | 0.51% +0.082 pp | USD32.79 +21.4% | 4 qtrs — |
| 12 | CHOREO, LLC | 60.4K +— (+0.0%) | 2.40M +113.6K (+5.0%) | 1.13% +0.002 pp | 0.03% +0.001 pp | USD30.62 +30.0% | 3 qtrs — |
| 13 | EJF CAPITAL LLC | 43.8K -73.9K (-62.8%) | 1.74M -2.7M (-60.9%) | 0.82% -1.373 pp | 0.99% -1.597 pp | USD32.79 +21.4% | 4 qtrs — |
| 14 | NORTHERN TRUST CORP | 32.1K -1.8K (-5.4%) | 1.28M -6.8K (-0.5%) | 0.60% -0.033 pp | 0.00% +0.000 pp | USD31.23 +27.4% | 4 qtrs — |
| 15 | MORGAN STANLEY | 32.0K +2.7K (+9.2%) | 1.27M +164.5K (+14.9%) | 0.60% +0.051 pp | 0.00% +0.000 pp | USD32.63 +22.0% | 4 qtrs — |
| 16 | BARCLAYS PLC | 18.7K +719.0 (+4.0%) | 744.0K +63.9K (+9.4%) | 0.35% +0.014 pp | 0.00% +0.000 pp | USD32.39 +22.9% | 3 qtrs — |
| 17 | TWO SIGMA INVESTMENTS, LP | 18.5K -7.0K (-27.4%) | 735.9K -227.9K (-23.6%) | 0.34% -0.129 pp | 0.00% 0.000 pp | USD33.39 +19.2% | 3 qtrs — |
| 18 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 16.2K +— (+0.0%) | 644.4K +31.8K (+5.2%) | 0.30% +0.001 pp | 0.00% -0.001 pp | USD37.83 +5.2% | 2 qtrs — |
| 19 | DIMENSIONAL FUND ADVISORS LP | 15.7K +5.4K (+52.8%) | 625.7K +236.3K (+60.7%) | 0.29% +0.102 pp | 0.00% +0.000 pp | USD38.51 +3.3% | 2 qtrs — |
| 20 | BANK OF NEW YORK MELLON CORP | 15.6K +4.3K (+38.0%) | 622.6K +193.7K (+45.1%) | 0.29% +0.081 pp | 0.00% +0.000 pp | USD33.60 +18.5% | 3 qtrs — |
| 21 | AQR CAPITAL MANAGEMENT LLC | 15.2K +601.0 (+4.1%) | 605.7K +52.6K (+9.5%) | 0.28% +0.012 pp | 0.00% +0.000 pp | USD37.91 +5.0% | 2 qtrs — |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13.9K +— (+0.0%) | 554.3K +27.4K (+5.2%) | 0.26% +0.000 pp | 0.00% +0.000 pp | USD30.62 +30.0% | 3 qtrs — |
| 23 | — | 11.8K +11.8K (+100.0%) | 469.5K +469.5K (+100.0%) | 0.22% +0.220 pp | 0.51% +0.507 pp | USD39.80 +0.0% | 1 qtrs NEW |
| 24 | TREXQUANT INVESTMENT LP | 11.7K +5.9K (+100.8%) | 465.0K +244.9K (+111.3%) | 0.22% +0.109 pp | 0.00% +0.002 pp | USD38.82 +2.5% | 2 qtrs — |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 11.0K +— (+0.0%) | 438.4K +21.4K (+5.1%) | 0.21% +0.000 pp | 0.00% +0.000 pp | USD33.67 +18.2% | 4 qtrs — |
| 26 | WELLS FARGO & COMPANY/MN | 10.8K +458.0 (+4.4%) | 428.6K +38.5K (+9.9%) | 0.20% +0.009 pp | 0.00% +0.000 pp | USD33.02 +20.5% | 4 qtrs — |
| 27 | REYNDERS MCVEIGH CAPITAL MANAGEMENT, LLC | 9.9K -350.0 (-3.4%) | 393.0K +6.0K (+1.6%) | 0.18% -0.006 pp | 0.02% +0.000 pp | USD30.62 +30.0% | 3 qtrs — |
| 28 | WEALTHSPIRE ADVISORS, LLC | 9.7K +— (+0.0%) | 387.6K +19.1K (+5.2%) | 0.18% +0.000 pp | 0.00% +0.001 pp | USD30.62 +30.0% | 3 qtrs — |
| 29 | BANK OF AMERICA CORP /DE/ | 9.3K +1.2K (+15.2%) | 369.6K +64.6K (+21.2%) | 0.17% +0.023 pp | 0.00% +0.000 pp | USD33.67 +18.2% | 4 qtrs — |
| 30 | HOWE & RUSLING INC | 6.5K +— (+0.0%) | 258.7K +12.8K (+5.2%) | 0.12% +0.000 pp | 0.02% +0.000 pp | USD37.83 +5.2% | 4 qtrs — |
| 31 | MILLENNIUM MANAGEMENT LLC | 6.3K -7.3K (-54.0%) | 248.7K -265.1K (-51.6%) | 0.12% -0.136 pp | 0.00% 0.000 pp | USD32.90 +21.0% | 4 qtrs — |
| 32 | NUVEEN, LLC | 6.0K +— (+0.0%) | 238.7K +11.8K (+5.2%) | 0.11% +0.000 pp | 0.00% +0.000 pp | USD37.83 +5.2% | 2 qtrs — |
| 33 | TWO SIGMA ADVISERS, LP | 5.2K -2.6K (-33.3%) | 206.9K -88.1K (-29.9%) | 0.10% -0.048 pp | 0.00% 0.000 pp | USD37.83 +5.2% | 2 qtrs — |
| 34 | CITADEL ADVISORS LLC | 5.1K -11.8K (-70.0%) | 201.4K -436.1K (-68.4%) | 0.09% -0.219 pp | 0.00% 0.000 pp | USD30.62 +30.0% | 3 qtrs — |
| 35 | RHUMBLINE ADVISERS | 3.4K -746.0 (-18.2%) | 133.8K -21.6K (-13.9%) | 0.06% -0.014 pp | 0.00% +0.000 pp | USD30.62 +30.0% | 3 qtrs — |
| 36 | METLIFE INVESTMENT MANAGEMENT, LLC | 3.1K +— (+0.0%) | 122.7K +6.1K (+5.2%) | 0.06% +0.000 pp | 0.00% +0.000 pp | USD30.62 +30.0% | 3 qtrs — |
| 37 | EVERMAY WEALTH MANAGEMENT LLC | 2.6K +— (+0.0%) | 103.8K +5.1K (+5.2%) | 0.05% +0.000 pp | 0.01% +0.000 pp | USD32.79 +21.4% | 4 qtrs — |
| 38 | NEW YORK STATE COMMON RETIREMENT FUND | 2.4K +— (+0.0%) | 95.5K +4.7K (+5.2%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD30.62 +30.0% | 3 qtrs — |
| 39 | DEUTSCHE BANK AG\ | 2.4K -84.0 (-3.4%) | 93.7K +1.5K (+1.6%) | 0.04% -0.002 pp | 0.00% +0.000 pp | USD37.83 +5.2% | 2 qtrs — |
| 40 | JPMORGAN CHASE & CO | 2.3K +467.0 (+25.0%) | 92.8K +22.3K (+31.5%) | 0.04% +0.009 pp | 0.00% +0.000 pp | USD32.46 +22.6% | 3 qtrs — |
| 41 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.1K -119.0 (-5.4%) | 83.6K -371.0 (-0.4%) | 0.04% -0.002 pp | 0.00% +0.000 pp | USD37.83 +5.2% | 2 qtrs — |
| 42 | CWM, LLC | 1.1K -60.0 (-5.1%) | 44.0K -1.0K (-2.2%) | 0.02% -0.001 pp | 0.00% +0.000 pp | USD37.83 +5.2% | 2 qtrs — |
| 43 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 1.0K +— (+0.0%) | 41.4K +2.0K (+5.2%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD30.62 +30.0% | 3 qtrs — |
| 44 | BNP PARIBAS ARBITRAGE, SNC | 861.00 -327.0 (-27.5%) | 34.3K -10.7K (-23.8%) | 0.02% -0.006 pp | 0.00% +0.000 pp | USD33.88 +17.5% | 3 qtrs — |
| 45 | RUSSELL INVESTMENTS GROUP, LTD. | 738.00 +49.0 (+7.1%) | 29.4K +3.3K (+12.7%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD37.96 +4.8% | 2 qtrs — |
| 46 | AMERITAS INVESTMENT PARTNERS, INC. | 469.00 +— (+0.0%) | 18.7K +922.0 (+5.2%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD30.62 +30.0% | 3 qtrs — |
| 47 | ROYAL BANK OF CANADA | 438.00 +350.0 (+397.7%) | 17.0K +14.0K (+466.7%) | 0.01% +0.007 pp | 0.00% +0.000 pp | USD37.95 +4.9% | 3 qtrs — |
| 48 | LEGAL & GENERAL GROUP PLC | 415.00 +— (+0.0%) | 16.5K +816.0 (+5.2%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD30.62 +30.0% | 3 qtrs — |
| 49 | ACADIAN ASSET MANAGEMENT LLC | 315.00 -2.5K (-88.9%) | 12.0K -94.0K (-88.7%) | 0.01% -0.047 pp | 0.00% 0.000 pp | USD30.62 +30.0% | 3 qtrs — |
| 50 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 281.00 -7.0 (-2.4%) | 11.2K +287.0 (+2.6%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD30.64 +29.9% | 3 qtrs — |
| 51 | TOWER RESEARCH CAPITAL LLC (TRC) | 279.00 -81.0 (-22.5%) | 11.1K -2.5K (-18.5%) | 0.01% -0.002 pp | 0.00% 0.000 pp | USD37.82 +5.2% | 2 qtrs — |
| 52 | FMR LLC | 271.00 +223.0 (+464.6%) | 10.8K +9.0K (+488.6%) | 0.01% +0.004 pp | 0.00% +0.000 pp | USD39.34 +1.2% | 3 qtrs — |
| 53 | STERLING CAPITAL MANAGEMENT LLC | 253.00 -49.0 (-16.2%) | 10.1K -1.4K (-11.9%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD34.98 +13.8% | 3 qtrs — |
| 54 | AMALGAMATED BANK | 144.00 -13.0 (-8.3%) | 6.0K +— (+0.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD30.61 +30.0% | 3 qtrs — |
| 55 | UBS ASSET MANAGEMENT AMERICAS INC | 109.00 +109.0 (+100.0%) | 4.3K +4.3K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD39.80 +0.0% | 1 qtrs NEW |
| 56 | CITIGROUP INC | 104.00 +44.0 (+73.3%) | 4.1K +1.9K (+82.4%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD34.50 +15.4% | 3 qtrs — |
| 57 | EVERSOURCE WEALTH ADVISORS, LLC | 26.00 -6.0 (-18.8%) | 1.0K -176.0 (-14.5%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD37.81 +5.3% | 2 qtrs — |
| 58 | IFP ADVISORS, INC | 23.00 +13.0 (+130.0%) | 915.00 +537.0 (+142.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD38.91 +2.3% | 2 qtrs — |
| 59 | ALLWORTH FINANCIAL LP | 20.00 +2.0 (+11.1%) | 796.00 +115.0 (+16.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD37.95 +4.9% | 2 qtrs — |
| 60 | FARTHER FINANCE ADVISORS, LLC | 6.00 +6.0 (+100.0%) | 239.00 +239.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD39.67 +0.3% | 1 qtrs NEW |
| 61 | TRUE WEALTH DESIGN, LLC | 5.00 -1.0 (-16.7%) | 199.00 -28.0 (-12.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD37.60 +5.9% | 2 qtrs — |
| 62 | ROTHSCHILD INVESTMENT LLC | 5.00 +4.0 (+400.0%) | 199.00 +161.0 (+423.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD39.20 +1.5% | 2 qtrs — |
| 63 | PNC FINANCIAL SERVICES GROUP, INC. | 5.00 -9.0 (-64.3%) | 199.00 -331.0 (-62.5%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD37.60 +5.9% | 2 qtrs — |
| 64 | GLOBAL RETIREMENT PARTNERS, LLC | 2.00 +2.0 (+100.0%) | 80.00 +80.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD39.50 +0.8% | 1 qtrs NEW |
| 65 | MAI CAPITAL MANAGEMENT | 2.00 +2.0 (+100.0%) | 80.00 +80.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD39.50 +0.8% | 1 qtrs NEW |
| 66 | SJS INVESTMENT CONSULTING INC. | 2.00 +2.0 (+100.0%) | 80.00 +80.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD39.50 +0.8% | 1 qtrs NEW |
| 67 | SUNBELT SECURITIES, INC. | 1.00 +— (+0.0%) | 40.00 +2.0 (+5.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD37.00 +7.6% | 2 qtrs — |
| 68 | SRS CAPITAL ADVISORS, INC. | — -231.0 (-100.0%) | — -8.7K (-100.0%) | 0.00% -0.004 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 69 | CLEARSTEAD ADVISORS, LLC | — -2.0 (-100.0%) | — -76.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 70 | ELCO MANAGEMENT CO., LLC | — -5.5K (-100.0%) | — -208.6K (-100.0%) | 0.00% -0.103 pp | 0.00% -0.109 pp | USD— | 4 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.09% | 80.2K | 0.63% |
| 2 | iShares Micro-Cap ETF IWC | 0.05% | 671.0K | 0.60% |
| 3 | iShares Russell 2000 Value ETF IWN | 0.01% | 1.97M | 0.24% |
| 4 | WisdomTree US Equity Income UCITS ETF - Acc DHSA.L | 0.01% | 20.5K | 0.29% |
| 5 | WisdomTree US Equity Income UCITS ETF - EUR Hedged Acc WTDY.DE | 0.01% | 23.3K | 0.35% |
| 6 | WisdomTree US Equity Income UCITS ETF - GBP Hedged Acc DHSG.L | 0.01% | 27.4K | 0.35% |
| 7 | WisdomTree US Equity Income UCITS ETF DHSD.L | 0.01% | 20.5K | 0.29% |
| 8 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 130.0K | 0.06% |
| 9 | WisdomTree U.S. High Dividend Fund DHS | 0.01% | 147.6K | 0.38% |
| 10 | Xtrackers Russell 2000 UCITS ETF 1C XRSU.L | 0.01% | 179.4K | 0.30% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-19 | SMALLEY ROBERT W JR | Director | D-Return | D | Common Stock, $2.50 Par Value | 761 | 0.00 | — | 24,379 | D | ↗ |
| 2026-04-29 | SCHMIDT MARIANNE | Officer | S-Sale | D | Common Stock, $2.50 Par Value | 388 | 37.95 | 14.7K | 3,757 | D | ↗ |
| 2026-03-11 | HAMBERGER SCOTT M | Director | G-Gift | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 11,609 | I | ↗ |
| 2026-03-05 | HILL EDWARD III | Director | P-Purchase | A | Common Stock, $2.50 Par Value | 939 | 34.62 | 32.5K | 5,600 | D | ↗ |
| 2026-03-02 | Lorey Brandon Craig | Director / Officer | P-Purchase | A | Common Stock, $2.50 Par Value | 350 | 34.53 | 12.1K | 44,204 | D | ↗ |
| 2026-02-27 | HAMBERGER SCOTT M | Director | P-Purchase | A | Common Stock, $2.50 Par Value | 945 | 36.00 | 34.0K | 11,009 | I | ↗ |
| 2026-02-25 | Strosser Brian Thomas | Director | — | — | Common Stock, $2.50 Par Value | 0 | 0.00 | — | 12,500 | D | ↗ |
| 2026-02-25 | Davies Susan Dorrance | Director | — | — | Common Stock, $2.50 Par Value | 0 | 0.00 | — | 150 | D | ↗ |
| 2026-01-30 | HAMBERGER SCOTT M | Director | P-Purchase | A | Common Stock, $2.50 Par Value | 597 | 37.99 | 22.7K | 10,064 | I | ↗ |
| 2026-01-05 | ZMITROVICH JOSEPH T | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 343 | 39.35 | 13.5K | 25,981 | D | ↗ |
| 2026-01-05 | Yamini Yasaman | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 36 | 39.35 | 1.4K | 2,427 | D | ↗ |
| 2026-01-05 | SCHMIDT MARIANNE | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 120 | 39.35 | 4.7K | 4,145 | D | ↗ |
| 2026-01-05 | POFFINBERGER AARON M | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 155 | 39.35 | 6.1K | 11,241 | D | ↗ |
| 2026-01-05 | Lorey Brandon Craig | Director / Officer | F-InKind | D | Common Stock, $2.50 Par Value | 451 | 39.35 | 17.7K | 43,854 | D | ↗ |
| 2026-01-05 | Crosen Kaley Ann | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 130 | 39.35 | 5.1K | 23,846 | D | ↗ |
| 2026-01-05 | Chappell Kathleen J | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 208 | 39.35 | 8.2K | 19,448 | D | ↗ |
| 2026-01-05 | CROSON KATHLEEN S | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 133 | 39.35 | 5.2K | 6,306 | D | ↗ |
| 2026-01-05 | BRAITHWAITE TODD A | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 112 | 39.35 | 4.4K | 9,737 | D | ↗ |
| 2026-01-02 | ZMITROVICH JOSEPH T | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 804 | 39.44 | 31.7K | 26,324 | D | ↗ |
| 2026-01-02 | Yamini Yasaman | Officer | A-Award | A | Common Stock, $2.50 Par Value | 1,363 | 0.00 | — | 2,558 | D | ↗ |
| 2026-01-02 | Shyamsunder Karthik | Director | A-Award | A | Common Stock, $2.50 Par Value | 761 | 0.00 | — | 961 | D | ↗ |
| 2026-01-02 | STOKELY JOHN D JR | Director | A-Award | A | Common Stock, $2.50 Par Value | 761 | 0.00 | — | 14,240 | D | ↗ |
| 2026-01-02 | SMITH NICHOLAS PETER | Officer | A-Award | A | Common Stock, $2.50 Par Value | 3,962 | 0.00 | — | 7,971 | D | ↗ |
| 2026-01-02 | SMALLEY ROBERT W JR | Director | A-Award | A | Common Stock, $2.50 Par Value | 761 | 0.00 | — | 24,826 | D | ↗ |
| 2026-01-02 | SCHMIDT MARIANNE | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 311 | 39.44 | 12.3K | 4,265 | D | ↗ |
| 2026-01-02 | Rinker Douglas Clay | Director | A-Award | A | Common Stock, $2.50 Par Value | 761 | 0.00 | — | 22,199 | D | ↗ |
| 2026-01-02 | PURRINGTON DEBRA L | Officer | A-Award | A | Common Stock, $2.50 Par Value | 1,919 | 0.00 | — | 8,475 | D | ↗ |
| 2026-01-02 | POFFINBERGER AARON M | Officer | A-Award | A | Common Stock, $2.50 Par Value | 2,317 | 0.00 | — | 11,763 | D | ↗ |
| 2026-01-02 | MILLESON JOHN R | Director | A-Award | A | Common Stock, $2.50 Par Value | 761 | 0.00 | — | 144,586 | D | ↗ |
| 2026-01-02 | MATTHEWS TATIANA C | Director | A-Award | A | Common Stock, $2.50 Par Value | 761 | 0.00 | — | 3,617 | D | ↗ |
| 2026-01-02 | Lorey Brandon Craig | Director / Officer | F-InKind | D | Common Stock, $2.50 Par Value | 1,058 | 39.44 | 41.7K | 44,305 | D | ↗ |
| 2026-01-02 | HILL EDWARD III | Director | A-Award | A | Common Stock, $2.50 Par Value | 761 | 0.00 | — | 4,661 | D | ↗ |
| 2026-01-02 | HAMBERGER SCOTT M | Director | A-Award | A | Common Stock, $2.50 Par Value | 761 | 0.00 | — | 1,636 | D | ↗ |
| 2026-01-02 | GLAIZE MARY BRUCE | Director | A-Award | A | Common Stock, $2.50 Par Value | 761 | 0.00 | — | 17,796 | D | ↗ |
| 2026-01-02 | Crosen Kaley Ann | Officer | A-Award | A | Common Stock, $2.50 Par Value | 2,141 | 0.00 | — | 24,315 | D | ↗ |
| 2026-01-02 | Chappell Kathleen J | Officer | A-Award | A | Common Stock, $2.50 Par Value | 3,105 | 0.00 | — | 20,148 | D | ↗ |
| 2026-01-02 | CROSON KATHLEEN S | Officer | A-Award | A | Common Stock, $2.50 Par Value | 1,576 | 0.00 | — | 6,750 | D | ↗ |
| 2026-01-02 | CLAYTOR CARY R | Director | A-Award | A | Common Stock, $2.50 Par Value | 1,141 | 0.00 | — | 9,662 | D | ↗ |
| 2026-01-02 | BRAITHWAITE TODD A | Officer | A-Award | A | Common Stock, $2.50 Par Value | 1,309 | 0.00 | — | 10,109 | D | ↗ |
| 2026-01-01 | Yamini Yasaman | Officer | — | — | Common Stock, $2.50 Par Value | 0 | 0.00 | — | 1,195 | D | ↗ |
| 2025-12-31 | GEORGE JAMES S II | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 818 | 39.80 | 32.6K | 5,807 | D | ↗ |
| 2025-12-03 | BRAITHWAITE TODD A | Officer | S-Sale | D | Common Stock, $2.50 Par Value | 56 | 38.90 | 2.2K | 8,800 | D | ↗ |
| 2025-11-12 | HAMBERGER SCOTT M | Director | G-Gift | D | Common Stock, $2.50 Par Value | 9,467 | 0.00 | — | 875 | D | ↗ |
| 2025-10-29 | STOKELY JOHN D JR | Director | S-Sale | D | Common Stock, $2.50 Par Value | 78 | 36.60 | 2.9K | 13,369 | D | ↗ |
| 2025-07-31 | SMITH NICHOLAS PETER | Officer | P-Purchase | A | Common Stock, $2.50 Par Value | 303 | 33.00 | 10.0K | 4,009 | D | ↗ |
| 2025-06-20 | ZMITROVICH JOSEPH T | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 244 | 36.25 | 8.8K | 23,406 | D | ↗ |
| 2025-06-20 | SCHMIDT MARIANNE | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 40 | 36.25 | 1.5K | 3,164 | D | ↗ |
| 2025-06-20 | PURRINGTON DEBRA L | Officer | D-Return | D | Common Stock, $2.50 Par Value | 43 | 0.00 | — | 6,556 | D | ↗ |
| 2025-06-20 | POFFINBERGER AARON M | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 106 | 36.25 | 3.8K | 9,374 | D | ↗ |
| 2025-06-20 | Lorey Brandon Craig | Director / Officer | F-InKind | D | Common Stock, $2.50 Par Value | 433 | 36.25 | 15.7K | 38,073 | D | ↗ |
| 2025-06-20 | GEORGE JAMES S II | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 41 | 36.25 | 1.5K | 6,625 | D | ↗ |
| 2025-06-20 | Crosen Kaley Ann | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 89 | 36.25 | 3.2K | 22,173 | D | ↗ |
| 2025-06-20 | Chappell Kathleen J | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 142 | 36.25 | 5.1K | 17,043 | D | ↗ |
| 2025-06-20 | CROSON KATHLEEN S | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 46 | 36.25 | 1.7K | 5,174 | D | ↗ |
| 2025-06-20 | BRAITHWAITE TODD A | Officer | D-Return | D | Common Stock, $2.50 Par Value | 31 | 0.00 | — | 8,856 | D | ↗ |
| 2025-06-12 | HILL EDWARD III | Director | P-Purchase | A | Common Stock, $2.50 Par Value | 1,000 | 29.93 | 29.9K | 3,900 | D | ↗ |
| 2025-06-02 | HAMBERGER SCOTT M | Director | P-Purchase | A | Common Stock, $2.50 Par Value | 771 | 31.00 | 23.9K | 10,342 | D | ↗ |
| 2025-05-23 | HAMBERGER SCOTT M | Director | P-Purchase | A | Common Stock, $2.50 Par Value | 849 | 31.00 | 26.3K | 9,571 | D | ↗ |
| 2025-05-20 | Shyamsunder Karthik | Director | — | — | Common Stock, $2.50 Par Value | 0 | 0.00 | — | 200 | D | ↗ |
| 2025-05-01 | SMITH NICHOLAS PETER | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 291 | 30.15 | 8.8K | 3,706 | D | ↗ |
| 2025-03-04 | SCHMIDT MARIANNE | Officer | S-Sale | D | Common Stock, $2.50 Par Value | 447 | 32.31 | 14.4K | 3,235 | D | ↗ |
| 2025-02-07 | ZMITROVICH JOSEPH T | Officer | P-Purchase | A | Common Stock, $2.50 Par Value | 312 | 32.00 | 10.0K | 23,792 | D | ↗ |
| 2025-02-07 | STOKELY JOHN D JR | Director | P-Purchase | A | Common Stock, $2.50 Par Value | 78 | 32.00 | 2.5K | 13,099 | D | ↗ |
| 2025-02-07 | SMITH NICHOLAS PETER | Officer | P-Purchase | A | Common Stock, $2.50 Par Value | 156 | 32.00 | 5.0K | 3,997 | D | ↗ |
| 2025-02-07 | SMALLEY ROBERT W JR | Director | P-Purchase | A | Common Stock, $2.50 Par Value | 100 | 32.00 | 3.2K | 23,401 | D | ↗ |
| 2025-02-07 | SCHMIDT MARIANNE | Officer | P-Purchase | A | Common Stock, $2.50 Par Value | 31 | 32.00 | 992.00 | 3,682 | D | ↗ |
| 2025-02-07 | Rinker Douglas Clay | Director | P-Purchase | A | Common Stock, $2.50 Par Value | 312 | 32.00 | 10.0K | 21,438 | D | ↗ |
| 2025-02-07 | PURRINGTON DEBRA L | Officer | P-Purchase | A | Common Stock, $2.50 Par Value | 62 | 32.00 | 2.0K | 6,599 | D | ↗ |
| 2025-02-07 | POFFINBERGER AARON M | Officer | P-Purchase | A | Common Stock, $2.50 Par Value | 312 | 32.00 | 10.0K | 9,496 | D | ↗ |
| 2025-02-07 | MILLESON JOHN R | Director | P-Purchase | A | Common Stock, $2.50 Par Value | 781 | 32.00 | 25.0K | 143,784 | D | ↗ |
| 2025-02-07 | MATTHEWS TATIANA C | Director | P-Purchase | A | Common Stock, $2.50 Par Value | 312 | 32.00 | 10.0K | 2,856 | D | ↗ |
| 2025-02-07 | Lorey Brandon Craig | Director / Officer | P-Purchase | A | Common Stock, $2.50 Par Value | 2,343 | 32.00 | 75.0K | 38,786 | D | ↗ |
| 2025-02-07 | HILL EDWARD III | Director | P-Purchase | A | Common Stock, $2.50 Par Value | 300 | 32.00 | 9.6K | 2,900 | D | ↗ |
| 2025-02-07 | HAMBERGER SCOTT M | Director | P-Purchase | A | Common Stock, $2.50 Par Value | 5,000 | 32.00 | 160.0K | 8,716 | D | ↗ |
| 2025-02-07 | GLAIZE MARY BRUCE | Director | P-Purchase | A | Common Stock, $2.50 Par Value | 31 | 32.00 | 992.00 | 16,585 | D | ↗ |
| 2025-02-07 | GILPIN THOMAS T | Director | P-Purchase | A | Common Stock, $2.50 Par Value | 1,000 | 32.00 | 32.0K | 50,490 | D | ↗ |
| 2025-02-07 | GEORGE JAMES S II | Officer | P-Purchase | A | Common Stock, $2.50 Par Value | 100 | 32.00 | 3.2K | 6,700 | D | ↗ |
| 2025-02-07 | Crosen Kaley Ann | Officer | P-Purchase | A | Common Stock, $2.50 Par Value | 100 | 32.00 | 3.2K | 22,333 | D | ↗ |
| 2025-02-07 | Chappell Kathleen J | Officer | P-Purchase | A | Common Stock, $2.50 Par Value | 100 | 32.00 | 3.2K | 17,302 | D | ↗ |
| 2025-02-07 | CROSON KATHLEEN S | Officer | P-Purchase | A | Common Stock, $2.50 Par Value | 31 | 32.00 | 992.00 | 5,257 | D | ↗ |
| 2025-02-07 | CLAYTOR CARY R | Director | P-Purchase | A | Common Stock, $2.50 Par Value | 3,125 | 32.00 | 100.0K | 8,365 | D | ↗ |
| 2025-02-07 | BRAITHWAITE TODD A | Officer | P-Purchase | A | Common Stock, $2.50 Par Value | 1,249 | 32.00 | 40.0K | 8,887 | D | ↗ |
| 2025-01-21 | ZMITROVICH JOSEPH T | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 325 | 36.20 | 11.8K | 23,480 | D | ↗ |
| 2025-01-21 | PURRINGTON DEBRA L | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 155 | 36.20 | 5.6K | 6,537 | D | ↗ |
| 2025-01-21 | POFFINBERGER AARON M | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 111 | 36.20 | 4.0K | 9,184 | D | ↗ |
| 2025-01-21 | Lorey Brandon Craig | Director / Officer | F-InKind | D | Common Stock, $2.50 Par Value | 432 | 36.20 | 15.6K | 35,943 | D | ↗ |
| 2025-01-21 | GEORGE JAMES S II | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 124 | 36.20 | 4.5K | 6,600 | D | ↗ |
| 2025-01-21 | Crosen Kaley Ann | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 122 | 36.20 | 4.4K | 22,233 | D | ↗ |
| 2025-01-21 | Chappell Kathleen J | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 208 | 36.20 | 7.5K | 17,202 | D | ↗ |
| 2025-01-21 | CROSON KATHLEEN S | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 121 | 36.20 | 4.4K | 5,226 | D | ↗ |
| 2025-01-21 | BRAITHWAITE TODD A | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 112 | 36.20 | 4.1K | 7,638 | D | ↗ |
| 2025-01-03 | ZMITROVICH JOSEPH T | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 344 | 36.25 | 12.5K | 23,805 | D | ↗ |
| 2025-01-03 | SCHMIDT MARIANNE | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 118 | 36.25 | 4.3K | 3,651 | D | ↗ |
| 2025-01-03 | PURRINGTON DEBRA L | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 153 | 36.25 | 5.5K | 6,692 | D | ↗ |
| 2025-01-03 | POFFINBERGER AARON M | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 156 | 36.25 | 5.7K | 9,295 | D | ↗ |
| 2025-01-03 | Lorey Brandon Craig | Director / Officer | F-InKind | D | Common Stock, $2.50 Par Value | 452 | 36.25 | 16.4K | 36,375 | D | ↗ |
| 2025-01-03 | GEORGE JAMES S II | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 123 | 36.25 | 4.5K | 6,724 | D | ↗ |
| 2025-01-03 | Crosen Kaley Ann | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 130 | 36.25 | 4.7K | 22,355 | D | ↗ |
| 2025-01-03 | Chappell Kathleen J | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 208 | 36.25 | 7.5K | 17,410 | D | ↗ |
| 2025-01-03 | CROSON KATHLEEN S | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 133 | 36.25 | 4.8K | 5,347 | D | ↗ |
| 2025-01-03 | BRAITHWAITE TODD A | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 111 | 36.25 | 4.0K | 7,750 | D | ↗ |
| 2025-01-02 | ZMITROVICH JOSEPH T | Officer | A-Award | A | Common Stock, $2.50 Par Value | 3,879 | 0.00 | — | 24,578 | D | ↗ |
| 2025-01-02 | STOKELY JOHN D JR | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 13,021 | D | ↗ |
| 2025-01-02 | SMITH NICHOLAS PETER | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 60 | 36.40 | 2.2K | 3,841 | D | ↗ |
| 2025-01-02 | SMALLEY ROBERT W JR | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 23,301 | D | ↗ |
| 2025-01-02 | SCHMIDT MARIANNE | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 163 | 36.40 | 5.9K | 3,769 | D | ↗ |
| 2025-01-02 | Rinker Douglas Clay | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 21,126 | D | ↗ |
| 2025-01-02 | PURRINGTON DEBRA L | Officer | A-Award | A | Common Stock, $2.50 Par Value | 1,872 | 0.00 | — | 7,035 | D | ↗ |
| 2025-01-02 | POFFINBERGER AARON M | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 196 | 36.40 | 7.1K | 9,451 | D | ↗ |
| 2025-01-02 | MILLESON JOHN R | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 143,003 | D | ↗ |
| 2025-01-02 | MATTHEWS TATIANA C | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 2,544 | D | ↗ |
| 2025-01-02 | Lorey Brandon Craig | Director / Officer | A-Award | A | Common Stock, $2.50 Par Value | 6,120 | 0.00 | — | 37,392 | D | ↗ |
| 2025-01-02 | HILL EDWARD III | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 2,600 | D | ↗ |
| 2025-01-02 | HAMBERGER SCOTT M | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 3,716 | D | ↗ |
| 2025-01-02 | GLAIZE MARY BRUCE | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 16,554 | D | ↗ |
| 2025-01-02 | GILPIN THOMAS T | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 49,490 | D | ↗ |
| 2025-01-02 | GEORGE JAMES S II | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 151 | 36.40 | 5.5K | 6,847 | D | ↗ |
| 2025-01-02 | Crosen Kaley Ann | Officer | A-Award | A | Common Stock, $2.50 Par Value | 2,228 | 0.00 | — | 22,666 | D | ↗ |
| 2025-01-02 | Chappell Kathleen J | Officer | A-Award | A | Common Stock, $2.50 Par Value | 3,238 | 0.00 | — | 17,880 | D | ↗ |
| 2025-01-02 | CROSON KATHLEEN S | Officer | A-Award | A | Common Stock, $2.50 Par Value | 1,643 | 0.00 | — | 5,646 | D | ↗ |
| 2025-01-02 | CLAYTOR CARY R | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 5,240 | D | ↗ |
| 2025-01-02 | BRAITHWAITE TODD A | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 139 | 36.40 | 5.1K | 7,861 | D | ↗ |
| 2024-09-03 | SMITH NICHOLAS PETER | Officer | — | D | Common Stock, $2.50 Par Value | 0 | 0.00 | — | 1,786 | — | ↗ |
| 2024-07-26 | ZMITROVICH JOSEPH T | Officer | D-Return | D | Common Stock, $2.50 Par Value | 710 | 0.00 | — | 20,748 | — | ↗ |
| 2024-07-26 | SCHMIDT MARIANNE | Officer | D-Return | D | Common Stock, $2.50 Par Value | 153 | 0.00 | — | 2,453 | — | ↗ |
| 2024-07-26 | PURRINGTON DEBRA L | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 64 | 29.99 | 1.9K | 5,163 | — | ↗ |
| 2024-07-26 | POFFINBERGER AARON M | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 51 | 29.99 | 1.5K | 7,182 | — | ↗ |
| 2024-07-26 | Lorey Brandon Craig | Director / Officer | F-InKind | D | Common Stock, $2.50 Par Value | 577 | 29.99 | 17.3K | 31,272 | — | ↗ |
| 2024-07-26 | GEORGE JAMES S II | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 62 | 29.99 | 1.9K | 5,511 | — | ↗ |
| 2024-07-26 | Crosen Kaley Ann | Officer | D-Return | D | Common Stock, $2.50 Par Value | 366 | 0.00 | — | 20,557 | — | ↗ |
| 2024-07-26 | Chappell Kathleen J | Officer | D-Return | D | Common Stock, $2.50 Par Value | 587 | 0.00 | — | 14,819 | — | ↗ |
| 2024-07-26 | CROSON KATHLEEN S | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 60 | 29.99 | 1.8K | 4,003 | — | ↗ |
| 2024-07-26 | BRAITHWAITE TODD A | Officer | D-Return | D | Common Stock, $2.50 Par Value | 157 | 0.00 | — | 6,687 | — | ↗ |
| 2024-07-01 | Lorey Brandon Craig | Director / Officer | F-InKind | D | Common Stock, $2.50 Par Value | 422 | 32.68 | 13.8K | 33,249 | — | ↗ |
| 2024-01-31 | MILLESON JOHN R | Director | P-Purchase | A | Common Stock, $2.50 Par Value | 75 | 29.98 | 2.2K | 142,361 | — | ↗ |
| 2024-01-19 | ZMITROVICH JOSEPH T | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 238 | 29.99 | 7.1K | 21,198 | — | ↗ |
| 2024-01-19 | POFFINBERGER AARON M | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 111 | 29.99 | 3.3K | 7,616 | — | ↗ |
| 2024-01-19 | Lorey Brandon Craig | Director / Officer | F-InKind | D | Common Stock, $2.50 Par Value | 432 | 29.99 | 13.0K | 33,671 | — | ↗ |
| 2024-01-19 | GEORGE JAMES S II | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 107 | 29.99 | 3.2K | 5,745 | — | ↗ |
| 2024-01-19 | Crosen Kaley Ann | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 122 | 29.99 | 3.7K | 20,922 | — | ↗ |
| 2024-01-19 | Chappell Kathleen J | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 208 | 29.99 | 6.2K | 15,406 | — | ↗ |
| 2024-01-19 | CROSON KATHLEEN S | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 121 | 29.99 | 3.6K | 4,250 | — | ↗ |
| 2024-01-19 | BRAITHWAITE TODD A | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 112 | 29.99 | 3.4K | 6,844 | — | ↗ |
| 2024-01-04 | ZMITROVICH JOSEPH T | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 1,146 | 29.98 | 34.4K | 21,436 | — | ↗ |
| 2024-01-04 | SCHMIDT MARIANNE | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 109 | 29.98 | 3.3K | 2,803 | — | ↗ |
| 2024-01-04 | POFFINBERGER AARON M | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 250 | 29.98 | 7.5K | 7,727 | — | ↗ |
| 2024-01-04 | Lorey Brandon Craig | Director / Officer | F-InKind | D | Common Stock, $2.50 Par Value | 662 | 29.98 | 19.8K | 34,103 | — | ↗ |
| 2024-01-04 | GEORGE JAMES S II | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 217 | 29.98 | 6.5K | 5,852 | — | ↗ |
| 2024-01-04 | Crosen Kaley Ann | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 258 | 29.98 | 7.7K | 21,044 | — | ↗ |
| 2024-01-04 | Chappell Kathleen J | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 327 | 29.98 | 9.8K | 15,614 | — | ↗ |
| 2024-01-04 | CROSON KATHLEEN S | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 133 | 29.98 | 4.0K | 4,371 | — | ↗ |
| 2024-01-04 | BRAITHWAITE TODD A | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 205 | 29.98 | 6.1K | 6,956 | — | ↗ |
| 2024-01-02 | ZMITROVICH JOSEPH T | Officer | A-Award | A | Common Stock, $2.50 Par Value | 4,432 | 0.00 | — | 22,582 | — | ↗ |
| 2024-01-02 | STOKELY JOHN D JR | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 11,974 | — | ↗ |
| 2024-01-02 | SMALLEY ROBERT W JR | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 22,044 | — | ↗ |
| 2024-01-02 | SCHMIDT MARIANNE | Officer | A-Award | A | Common Stock, $2.50 Par Value | 1,689 | 0.00 | — | 2,912 | — | ↗ |
| 2024-01-02 | Rinker Douglas Clay | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 20,089 | — | ↗ |
| 2024-01-02 | PURRINGTON DEBRA L | Officer | A-Award | A | Common Stock, $2.50 Par Value | 2,140 | 0.00 | — | 5,443 | — | ↗ |
| 2024-01-02 | POFFINBERGER AARON M | Officer | A-Award | A | Common Stock, $2.50 Par Value | 2,759 | 0.00 | — | 7,977 | — | ↗ |
| 2024-01-02 | MILLESON JOHN R | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 142,286 | — | ↗ |
| 2024-01-02 | MATTHEWS TATIANA C | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 1,944 | — | ↗ |
| 2024-01-02 | Lorey Brandon Craig | Director / Officer | A-Award | A | Common Stock, $2.50 Par Value | 6,994 | 0.00 | — | 34,765 | — | ↗ |
| 2024-01-02 | HILL EDWARD III | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 2,000 | — | ↗ |
| 2024-01-02 | HAMBERGER SCOTT M | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 3,116 | — | ↗ |
| 2024-01-02 | GLAIZE MARY BRUCE | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 15,374 | — | ↗ |
| 2024-01-02 | GILPIN THOMAS T | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 48,890 | — | ↗ |
| 2024-01-02 | GEORGE JAMES S II | Officer | A-Award | A | Common Stock, $2.50 Par Value | 1,699 | 0.00 | — | 6,069 | — | ↗ |
| 2024-01-02 | Crosen Kaley Ann | Officer | A-Award | A | Common Stock, $2.50 Par Value | 2,546 | 0.00 | — | 21,302 | — | ↗ |
| 2024-01-02 | Chappell Kathleen J | Officer | A-Award | A | Common Stock, $2.50 Par Value | 3,700 | 0.00 | — | 15,941 | — | ↗ |
| 2024-01-02 | CROSON KATHLEEN S | Officer | A-Award | A | Common Stock, $2.50 Par Value | 1,867 | 0.00 | — | 4,504 | — | ↗ |
| 2024-01-02 | CLAYTOR CARY R | Director | A-Award | A | Common Stock, $2.50 Par Value | 600 | 0.00 | — | 4,503 | — | ↗ |
| 2024-01-02 | BRAITHWAITE TODD A | Officer | A-Award | A | Common Stock, $2.50 Par Value | 1,564 | 0.00 | — | 7,161 | — | ↗ |
| 2023-09-18 | Crosen Kaley Ann | Officer | G-Gift | D | Common Stock, $2.50 Par Value | 50 | 0.00 | — | 18,735 | — | ↗ |
| 2023-08-23 | BONNET HERVE A | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 216 | 31.99 | 6.9K | 724 | — | ↗ |
| 2023-08-10 | PURRINGTON DEBRA L | Officer | P-Purchase | A | Common Stock, $2.50 Par Value | 9 | 30.99 | 278.91 | 3,303 | — | ↗ |
| 2023-08-01 | MILLESON JOHN R | Director | P-Purchase | A | Common Stock, $2.50 Par Value | 120 | 31.76 | 3.8K | 141,012 | — | ↗ |
| 2023-07-24 | ZMITROVICH JOSEPH T | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 89 | 35.49 | 3.2K | 17,959 | — | ↗ |
| 2023-07-24 | PURRINGTON DEBRA L | Officer | D-Return | D | Common Stock, $2.50 Par Value | 109 | 0.00 | — | 3,232 | — | ↗ |
| 2023-07-24 | POFFINBERGER AARON M | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 21 | 35.49 | 745.29 | 5,181 | — | ↗ |
| 2023-07-24 | Lorey Brandon Craig | Director / Officer | F-InKind | D | Common Stock, $2.50 Par Value | 434 | 35.49 | 15.4K | 27,771 | — | ↗ |
| 2023-07-24 | GEORGE JAMES S II | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 23 | 35.49 | 816.27 | 4,370 | — | ↗ |
| 2023-07-24 | Crosen Kaley Ann | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 44 | 35.49 | 1.6K | 18,825 | — | ↗ |
| 2023-07-24 | Chappell Kathleen J | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 78 | 35.49 | 2.8K | 12,241 | — | ↗ |
| 2023-07-24 | CROSON KATHLEEN S | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 22 | 35.49 | 780.78 | 2,637 | — | ↗ |
| 2023-07-24 | BRAITHWAITE TODD A | Officer | D-Return | D | Common Stock, $2.50 Par Value | 79 | 0.00 | — | 5,581 | — | ↗ |
| 2023-06-09 | PURRINGTON DEBRA L | Officer | P-Purchase | A | Common Stock, $2.50 Par Value | 12 | 30.99 | 371.88 | 3,403 | — | ↗ |
| 2023-05-04 | Lorey Brandon Craig | Director / Officer | P-Purchase | A | Common Stock, $2.50 Par Value | 500 | 32.50 | 16.3K | 28,873 | — | ↗ |
| 2023-03-13 | GILPIN THOMAS T | Director | P-Purchase | A | Common Stock, $2.50 Par Value | 100 | 34.00 | 3.4K | 48,290 | — | ↗ |
| 2023-03-06 | PURRINGTON DEBRA L | Officer | P-Purchase | A | Common Stock, $2.50 Par Value | 50 | 35.23 | 1.8K | 3,391 | — | ↗ |
| 2023-01-19 | ZMITROVICH JOSEPH T | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 213 | 35.49 | 7.6K | 18,225 | — | ↗ |
| 2023-01-19 | PURRINGTON DEBRA L | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 139 | 35.49 | 4.9K | 3,341 | — | ↗ |
| 2023-01-19 | POFFINBERGER AARON M | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 100 | 35.49 | 3.5K | 5,249 | — | ↗ |
| 2023-01-19 | Lorey Brandon Craig | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 283 | 35.49 | 10.0K | 28,373 | — | ↗ |
| 2023-01-19 | GEORGE JAMES S II | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 111 | 35.49 | 3.9K | 4,480 | — | ↗ |
| 2023-01-19 | Crosen Kaley Ann | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 109 | 35.49 | 3.9K | 19,031 | — | ↗ |
| 2023-01-19 | Chappell Kathleen J | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 186 | 35.49 | 6.6K | 12,612 | — | ↗ |
| 2023-01-19 | CROSON KATHLEEN S | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 108 | 35.49 | 3.8K | 2,744 | — | ↗ |
| 2023-01-19 | BRAITHWAITE TODD A | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 100 | 35.49 | 3.5K | 5,781 | — | ↗ |
| 2023-01-19 | BONNET HERVE A | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 60 | 35.49 | 2.1K | 940 | — | ↗ |
| 2023-01-04 | ZMITROVICH JOSEPH T | Officer | F-InKind | D | Common Stock, $2.50 Par Value | 884 | 35.90 | 31.7K | 18,438 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Brandon C Lorey President and Chief Executive Officer | 575.0K | — | 222.8K | — | 267.9K | 52.3K | 1.12M | 19.93% | ↗ |
| 2 | 2025 | Joseph T. Zmitrovich President and Chief Banking Officer, Bank of Clarke | 419.4K | — | 141.2K | — | 146.6K | 56.2K | 763.4K | 18.50% | ↗ |
| 3 | 2025 | Kathleen J. Chappell Executive Vice President and Chief Financial Officer | 349.8K | — | 117.9K | — | 122.3K | 54.6K | 644.6K | 18.29% | ↗ |
| 4 | 2024 | Brandon C Lorey President and Chief Executive Officer | 557.0K | — | 209.8K | — | 197.6K | 69.4K | 1.03M | 20.30% | ↗ |
| 5 | 2024 | Joseph T. Zmitrovich President and Chief Banking Officer, Bank of Clarke | 403.4K | — | 133.0K | — | 119.3K | 71.2K | 726.8K | 18.29% | ↗ |
| 6 | 2024 | Kathleen J. Chappell Executive Vice President and Chief Financial Officer | 336.8K | — | 111.0K | — | 99.6K | 70.7K | 618.1K | 17.96% | ↗ |
| 7 | 2023 | Brandon C Lorey President and Chief Executive Officer | 540.8K | — | 201.2K | — | — | 53.2K | 795.2K | 25.31% | ↗ |
| 8 | 2023 | Joseph T. Zmitrovich Executive Vice President and Chief | 391.7K | — | 127.6K | — | — | 45.7K | 564.9K | 22.58% | ↗ |
| 9 | 2023 | Joseph T. Zmitrovich President and Chief Banking Officer, Bank of Clarke | 391.7K | — | 127.6K | — | — | 45.7K | 564.9K | 22.58% | ↗ |
| 10 | 2023 | Kathleen J. Chappell Executive Vice President and Chief Financial Officer | 327.0K | — | 105.5K | — | — | 50.1K | 482.6K | 21.86% | ↗ |
| 11 | 2022 | Brandon C Lorey President and Chief Executive Officer | 515.0K | 25.0K | 188.5K | — | 139.1K | 50.7K | 918.3K | 20.53% | ↗ |
| 12 | 2022 | Joseph T. Zmitrovich Executive Vice President and Chief | 373.0K | — | 118.1K | — | 83.9K | 48.0K | 623.0K | 18.96% | ↗ |
| 13 | 2022 | Kathleen J. Chappell Executive Vice President and Chief Financial Officer | 308.5K | — | 103.5K | — | 69.4K | 46.3K | 527.6K | 19.61% | ↗ |
| 14 | 2021 | Brandon C Lorey President and Chief Executive Officer | 468.0K | — | 277.2K | — | 126.4K | 44.1K | 915.7K | 30.27% | ↗ |
| 15 | 2021 | Joseph T. Zmitrovich Executive Vice President and Chief Banking Officer, Bank of Clarke County | 335.0K | — | 242.9K | — | 83.8K | 46.2K | 707.8K | 34.31% | ↗ |
| 16 | 2021 | Joseph T. Zmitrovich Executive Vice President and Chief | 335.0K | — | 242.9K | — | 83.8K | 46.2K | 707.8K | 34.31% | ↗ |
| 17 | 2021 | Kathleen J. Chappell Executive Vice President and Chief Financial Officer | 293.5K | — | 53.4K | — | 73.4K | 41.8K | 462.1K | 11.56% | ↗ |
| 18 | 2020 | Brandon C Lorey President and Chief Executive Officer | 440.0K | 60.0K | 195.7K | — | 105.6K | 39.0K | 840.3K | 23.29% | ↗ |
| 19 | 2020 | Joseph T. Zmitrovich Executive Vice President and Chief Banking Officer, Bank of Clarke County | 299.5K | 75.0K | 43.5K | — | 47.9K | 34.6K | 500.5K | 8.69% | ↗ |
| 20 | 2020 | Joseph T. Zmitrovich Executive Vice President and Chief Revenue Officer, Bank of Clarke County | 299.5K | 75.0K | 43.5K | — | 47.9K | 34.6K | 500.5K | 8.69% | ↗ |
| 21 | 2020 | Kathleen J. Chappell Executive Vice President and Chief Financial Officer | 243.5K | — | 43.5K | — | 39.0K | 36.1K | 362.0K | 12.01% | ↗ |
| 22 | 2019 | Brandon C Lorey President and Chief Executive Officer | 209.2K | 80.0K | 161.3K | — | 43.1K | 174.1K | 667.7K | 24.16% | ↗ |
| 23 | 2019 | James W. McCarty, Jr. Executive Vice President and Chief Administrative Officer | 253.8K | — | 51.9K | — | — | 160.7K | 466.4K | 11.12% | ↗ |
| 24 | 2019 | John R. Milleson President and Chief Executive Officer | 216.7K | 12.5K | 73.2K | — | 41.8K | 44.3K | 388.6K | 18.84% | ↗ |
| 25 | 2019 | Joseph T. Zmitrovich Executive Vice President and Chief Revenue Officer, Bank of Clarke County | 276.2K | — | 38.1K | — | 37.7K | 34.0K | 386.0K | 9.88% | ↗ |
| 26 | 2019 | Kathleen J. Chappell Executive Vice President and Chief Financial Officer | 223.5K | — | 38.1K | — | 30.8K | 32.3K | 324.8K | 11.74% | ↗ |
| 27 | 2018 | John R. Milleson President and Chief Executive Officer | 390.0K | — | 74.4K | — | 42.9K | 49.2K | 556.5K | 13.37% | ↗ |
| 28 | 2018 | James W. McCarty, Jr. Executive Vice President and Chief Administrative Officer | 265.0K | — | 52.7K | — | 23.3K | 39.6K | 380.6K | 13.84% | ↗ |
| 29 | 2018 | Kathleen J. Chappell Senior Vice President and Chief Financial Officer | 212.0K | — | 38.7K | — | 15.7K | 29.4K | 295.8K | 13.10% | ↗ |
| 30 | 2018 | Kathleen J. Chappell Executive Vice President and Chief Financial Officer | 212.0K | — | 38.7K | — | 15.7K | 29.4K | 295.8K | 13.10% | ↗ |
| 31 | 2017 | John R. Milleson President and Chief Executive Officer | 370.0K | — | 76.8K | — | 83.3K | 45.0K | 575.1K | 13.35% | ↗ |
| 32 | 2017 | James W. McCarty, Jr. Executive Vice President and Chief Administrative Officer | 252.0K | — | 54.4K | — | 46.6K | 37.5K | 390.6K | 13.93% | ↗ |
| 33 | 2017 | Kathleen J. Chappell Senior Vice President and Chief Financial Officer | 202.0K | — | 40.0K | — | 30.3K | 27.9K | 300.2K | 13.32% | ↗ |
| 34 | 2016 | John R. Milleson President and Chief Executive Officer | 350.0K | — | 61.8K | — | 39.4K | 43.5K | 494.7K | 12.49% | ↗ |
| 35 | 2016 | James W. McCarty, Jr. Executive Vice President and Chief Administrative Officer | 240.0K | — | 43.8K | — | 21.6K | 34.9K | 340.3K | 12.86% | ↗ |
| 36 | 2016 | James W. McCarty, Jr. Vice President and Secretary-Treasurer | 240.0K | — | 43.8K | — | 21.6K | 34.9K | 340.3K | 12.86% | ↗ |
| 37 | 2016 | Kathleen J. Chappell Vice President and Chief Financial Officer | 192.0K | — | 32.2K | — | 14.4K | 24.1K | 262.7K | 12.25% | ↗ |
| 38 | 2016 | Kathleen J. Chappell Senior Vice President and Chief Financial Officer | 192.0K | — | 32.2K | — | 14.4K | 24.1K | 262.7K | 12.25% | ↗ |
| 39 | 2015 | John R. Milleson President and Chief Executive Officer | 330.0K | 29.0K | 55.2K | — | 19.8K | 42.1K | 476.1K | 11.59% | ↗ |
| 40 | 2015 | James W. McCarty, Jr. Vice President and Secretary-Treasurer | 240.0K | — | 39.1K | — | 14.4K | 34.8K | 328.3K | 11.91% | ↗ |
| 41 | 2015 | Kathleen J. Chappell Vice President and Chief Financial Officer | 180.0K | — | 28.8K | — | 10.8K | 22.4K | 242.0K | 11.88% | ↗ |
| 42 | 2014 | John R. Milleson President and Chief Executive Officer | 316.0K | 25.0K | 56.4K | — | 18.0K | 42.0K | 457.4K | 12.33% | ↗ |
| 43 | 2014 | James W. McCarty, Jr. Vice President and Secretary-Treasurer | 229.5K | — | 40.0K | — | 13.1K | 33.0K | 315.6K | 12.66% | ↗ |
| 44 | 2014 | Kathleen J. Chappell Vice President and Chief Financial Officer | 173.5K | — | 29.4K | — | 9.9K | 21.5K | 234.3K | 12.54% | ↗ |
| 45 | 2013 | John R. Milleson President and Chief Executive Officer | 300.0K | — | 52.3K | — | 45.9K | 42.0K | 440.2K | 11.89% | ↗ |
| 46 | 2013 | James W. McCarty, Jr. Vice President and Secretary-Treasurer | 217.5K | — | 37.1K | — | 33.3K | 33.5K | 321.3K | 11.53% | ↗ |
| 47 | 2013 | Kathleen J. Chappell Vice President and Chief Financial Officer | 166.5K | — | 27.3K | — | 25.5K | 21.9K | 241.1K | 11.30% | ↗ |
| 48 | 2012 | John R. Milleson President and Chief Executive Officer | 285.0K | — | 50.8K | — | 39.9K | 50.7K | 426.4K | 11.92% | ↗ |
| 49 | 2012 | James W. McCarty, Jr. Vice President and Secretary-Treasurer | 203.0K | — | 28.5K | — | 28.4K | 27.6K | 287.5K | 9.91% | ↗ |
| 50 | 2012 | Kathleen J. Chappell Vice President and Chief Financial Officer | 160.0K | — | 25.1K | — | 22.4K | 20.1K | 227.6K | 11.04% | ↗ |
| 51 | 2011 | John R. Milleson President and Chief Executive Officer | 275.0K | — | 24.4K | — | 10.2K | 37.5K | 347.0K | 7.02% | ↗ |
| 52 | 2011 | James W. McCarty, Jr. Vice President and Secretary-Treasurer | 188.0K | — | 19.5K | — | 7.0K | 24.8K | 239.2K | 8.15% | ↗ |
| 53 | 2011 | Dale L. Fritts Senior Vice President and Director of Lending Bank of Clarke County | 146.0K | — | 17.9K | — | 1.8K | 22.4K | 188.0K | 9.51% | ↗ |
| 54 | 2011 | Kathleen J. Chappell Vice President and Chief Financial Officer | 140.0K | — | 17.9K | — | 5.2K | 13.7K | 176.8K | 10.11% | ↗ |
| 55 | 2010 | John R. Milleson President and Chief Executive Officer | 260.0K | — | 23.6K | — | 5.2K | 38.4K | 327.3K | 7.22% | ↗ |
| 56 | 2010 | James W. McCarty, Jr. Vice President and Secretary-Treasurer | 178.0K | — | 18.9K | — | 3.6K | 21.9K | 222.4K | 8.50% | ↗ |
| 57 | 2010 | Dale L. Fritts Senior Vice President and Director of Lending Bank of Clarke County | 142.0K | — | 17.3K | — | 2.8K | 20.3K | 182.5K | 9.49% | ↗ |
| 58 | 2010 | Dale L. Fritts Senior Vice President and Director of Lending and Bank of Clarke County | 142.0K | — | 17.3K | — | — | 20.3K | 179.6K | 9.64% | ↗ |
| 59 | 2009 | John R. Milleson President and Chief Executive Officer | 230.0K | — | 22.5K | — | — | 36.6K | 289.1K | 7.80% | ↗ |
| 60 | 2009 | James W. McCarty, Jr. Vice President and Secretary-Treasurer | 166.5K | — | 17.7K | — | — | 22.0K | 206.2K | 8.59% | ↗ |
| 61 | 2009 | Dale L. Fritts Senior Vice President and Director of Lending and Bank of Clarke County | 135.0K | — | 17.7K | — | — | 20.0K | 172.7K | 10.25% | ↗ |
| 62 | 2008 | John R. Milleson President and Chief Executive Officer | 220.0K | 10.0K | 33.7K | — | — | 32.9K | 296.6K | 11.36% | ↗ |
| 63 | 2008 | James W. McCarty, Jr. Vice President and Secretary-Treasurer | 158.5K | — | 28.0K | — | — | 18.3K | 204.7K | 13.66% | ↗ |
| 64 | 2008 | James W. McCarty, Jr. Vice President and Chief Financial Officer | 158.5K | — | 23.2K | — | — | 18.3K | 199.9K | 11.58% | ↗ |
| 65 | 2008 | Elizabeth M. Pendleton Senior Vice President and Trust Officer, Bank of Clarke County | 127.0K | — | 23.2K | — | — | 20.0K | 170.2K | 13.61% | ↗ |
| 66 | 2008 | John E. Hudson Senior Vice President and Marketing Director, Bank of Clarke County | 100.0K | — | 19.0K | — | — | 14.8K | 133.9K | 14.23% | ↗ |
| 67 | 2008 | Dale L. Fritts Senior Vice President and Director of Lending and Bank of Clarke County | 112.6K | — | — | — | — | 15.6K | 128.2K | 0.00% | ↗ |
| 68 | 2007 | John R. Milleson President and Chief Executive Officer | 200.0K | 25.0K | 42.8K | — | 23.3K | 134.9K | 426.0K | 10.04% | ↗ |
| 69 | 2007 | Jeffrey S. Boppe Senior Vice President and Director of Lending and Branch Administration, Bank of Clarke County | 152.5K | — | 26.7K | — | 17.9K | 72.1K | 269.2K | 9.92% | ↗ |
| 70 | 2007 | James W. McCarty, Jr. Vice President and Chief Financial Officer | 150.0K | — | 26.7K | — | 17.5K | 52.5K | 246.6K | 10.82% | ↗ |
| 71 | 2007 | Elizabeth M. Pendleton Senior Vice President and Trust Officer, Bank of Clarke County | 121.0K | — | 26.7K | — | 14.3K | 62.7K | 224.7K | 11.88% | ↗ |
| 72 | 2007 | John E. Hudson Senior Vice President and Marketing Director, Bank of Clarke County | 96.0K | — | 20.4K | — | 11.3K | 62.1K | 189.9K | 10.76% | ↗ |
| 73 | 2006 | John R. Milleson President and Chief Executive Officer | 182.7K | — | 42.1K | — | 36.4K | 29.2K | 290.4K | 14.49% | ↗ |
| 74 | 2006 | Jeffrey S. Boppe Senior Vice President and Director of Lending and Branch Administration, Bank of Clarke County | 142.7K | — | 20.8K | — | 28.4K | 17.0K | 208.9K | 9.98% | ↗ |
| 75 | 2006 | Elizabeth M. Pendleton Senior Vice President and Trust Officer, Bank of Clarke County | 115.0K | — | 20.8K | — | 23.3K | 39.1K | 198.2K | 10.51% | ↗ |
| 76 | 2006 | James W. McCarty, Jr. Vice President and Chief Financial Officer | 126.0K | — | 20.8K | — | 25.0K | 12.0K | 183.8K | 11.34% | ↗ |
| 77 | 2006 | John E. Hudson Senior Vice President and Marketing Director, Bank of Clarke County | 89.7K | — | 12.1K | — | 17.9K | 12.6K | 132.3K | 9.18% | ↗ |
| 78 | 2005 | John R. Milleson President and Chief Executive Officer | 173.1K | 50.7K | — | — | — | 5.2K | 229.0K | 0.00% | ↗ |
| 79 | 2005 | Jeffrey S. Boppe Senior Vice President and Senior Loan Officer, Bank of Clarke County | 134.0K | 39.2K | — | — | — | 4.0K | 177.2K | 0.00% | ↗ |
| 80 | 2005 | James W. McCarty, Jr. Vice President and Chief Financial Officer | 115.0K | 33.5K | — | — | — | 3.5K | 151.9K | 0.00% | ↗ |
| 81 | 2005 | Elizabeth M. Pendleton Senior Vice President and Trust Officer, Bank of Clarke County | 109.0K | 32.0K | — | — | — | 3.7K | 144.7K | 0.00% | ↗ |
| 82 | 2005 | John E. Hudson Senior Vice President and Marketing Director, Bank of Clarke County | 83.5K | 24.4K | — | — | — | 1.7K | 109.6K | 0.00% | ↗ |
| 83 | 2004 | John R. Milleson President and Chief Executive Officer | 157.4K | 49.1K | 38.8K | 4.0K | — | 4.7K | 254.0K | 16.85% | ↗ |
| 84 | 2004 | Jeffrey S. Boppe Senior Vice President and Senior Loan Officer, Bank of Clarke County | 127.5K | 39.4K | 18.1K | 2.0K | — | 3.8K | 190.8K | 10.54% | ↗ |
| 85 | 2004 | Elizabeth M. Pendleton Senior Vice President and Trust Officer, Bank of Clarke County | 105.0K | 32.6K | 18.1K | 2.0K | — | 3.2K | 160.9K | 12.49% | ↗ |
| 86 | 2004 | James W. McCarty, Jr. Vice President and Chief Financial Officer | 100.0K | 31.1K | 18.1K | 2.0K | — | 3.0K | 154.2K | 13.04% | ↗ |
| 87 | 2004 | John E. Hudson Senior Vice President and Marketing Director, Bank of Clarke County | 77.0K | 24.4K | 10.3K | 1.0K | — | 2.1K | 114.8K | 9.88% | ↗ |
| 88 | 2003 | John R. Milleson President and Chief Executive Officer | 150.0K | 71.0K | 38.9K | 4.0K | — | 4.5K | 268.5K | 15.99% | ↗ |
| 89 | 2003 | Jeffrey S. Boppe Senior Vice President and Senior Loan Officer, Bank of Clarke County | 120.0K | 23.4K | 18.2K | 2.0K | — | 2.5K | 166.1K | 12.14% | ↗ |
| 90 | 2003 | Elizabeth M. Pendleton Senior Vice President and Trust Officer, Bank of Clarke County | 100.0K | 23.7K | 18.2K | 2.0K | — | 3.0K | 146.9K | 13.73% | ↗ |
| 91 | 2003 | James W. McCarty, Jr. Vice President and Chief Financial Officer | 93.0K | 20.2K | 18.2K | 2.0K | — | 2.8K | 136.2K | 14.81% | ↗ |
| 92 | 2003 | John E. Hudson Senior Vice President and Marketing Director, Bank of Clarke County | 63.5K | 12.7K | 10.4K | 1.0K | — | 1.2K | 88.9K | 12.81% | ↗ |
| 93 | 2002 | John R. Milleson President and Chief Executive Officer | 112.0K | 25.1K | — | — | — | 6.2K | 143.4K | 0.00% | ↗ |
| 94 | 2002 | Elizabeth M. Pendleton Senior Vice President and Trust Officer, Bank of Clarke County | 91.0K | 22.2K | — | — | — | 2.7K | 115.9K | 0.00% | ↗ |
| 95 | 2002 | Jeffrey S. Boppe Senior Vice President and Senior Loan Officer, Bank of Clarke County | 90.0K | 22.0K | — | — | — | 2.5K | 114.4K | 0.00% | ↗ |
| 96 | 2002 | James W. McCarty, Jr. Vice President and Chief Financial Officer | 77.5K | 18.9K | — | — | — | 2.1K | 98.6K | 0.00% | ↗ |
| 97 | 2001 | John R. Milleson President and Chief Executive Officer | 105.0K | 1.7K | — | — | — | 3.2K | 109.9K | 0.00% | ↗ |
| 98 | 2001 | Elizabeth M. Pendleton Senior Vice President and Trust Officer, Bank of Clarke County | 85.0K | 9.3K | — | — | — | 2.6K | 96.9K | 0.00% | ↗ |
| 99 | 2001 | Jeffrey S. Boppe Senior Vice President and Senior Loan Officer, Bank of Clarke County | 82.0K | 9.0K | — | — | — | 2.5K | 93.4K | 0.00% | ↗ |
| 100 | 2001 | James W. McCarty, Jr. Vice President and Chief Financial Officer | 71.5K | 7.8K | — | — | — | 2.1K | 81.4K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Brandon Craig Lorey | President, Chief Executive Officer & Director | 895.2K | male |
| Joseph T. Zmitrovich | President & Chief Banking Officer of Bank of Clarke | 622.2K | male |
| Kathleen J. Chappell | Executive Vice President & Chief Financial Officer | 526.7K | female |
| James S. George | Executive Vice President & Chief Credit Officer of Bank of Clarke | — | male |
| Kaley Crosen | Secretary | — | female |
| Debra L. Purrington | Executive Vice President & Chief Fiduciary Officer and Bank Counsel of Bank of Clarke | — | female |
| Kathleen S. Croson | Executive Vice President & Head of Community Banking of Bank of Clarke | — | female |
| Marianne Schmidt | Senior Vice President & Marketing Officer of Bank of Clarke | — | female |
| Nicholas Peter Smith | Executive Vice President & Deputy Chief Financial Officer | — | male |
| Todd A. Braithwaite | Executive Vice President & Chief Technology Officer of Bank of Clarke | — | male |
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Community Opinion for EFSI
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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