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Eagle Financial Services, Inc. (EFSI)

USD41.90 -0.01 (-0.01%)
US NASDAQ Financial Services Banks - Regional
Address 2 East Main Street 22611
Berryville, VA, US
CEO Brandon Craig Lorey
IPO 2001-07-05
CIK 880641 ISIN US26951R1041

Explore sections of this company profile

Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

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
USD41.90 -0.01 (-0.01%)
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Volume Profile
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Liquidity & share structure
Average Volume
31.7K
Beta
0.22
Float Shares
3.91M
Free Float %
72.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.23% +0.87% +4.72% +13.68% +5.03% -0.85% +25.31% +22.93% +17.65% +71.57% +203.54%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (3 ratings, all time) Buy
Price Targets & DCF
Current price
41.90
Low 43.00 +2.6%
Consensus 43.00 +2.6%
Median 43.00 +2.6%
High 43.00 +2.6%
DCF (Unlevered) 35.34 -15.6%
DCF (Levered) 49.55 +18.2%

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) 50% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 1 +1
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
43.00
+2.6%
All Time 3
42.00
+0.2%
Quality scores
Altman Z-Score
0.27
Distress
Piotroski F-Score
8 / 9
Strong
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • 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)
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 (0.21) × ERP
WACC = 75% × Ke + 25% × Kd (52.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 35.34 Current price: 41.90
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.
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
Recent Grade Changes (3M)
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
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 4/5 3/5 3/5 3/5 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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
29.58M
OE per share TTM
5.50
Owner's Yield
13.83%
Maintenance CapEx ratio
53.78%
Maint CapEx / Avg PPE
23.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
75
Total invested
85.58M
Insider transactions (90d)
2
Beneficial owners (>5%)
6
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 LLC 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
75
+7 vs prev Q
New positions
13
Closed positions
6
Increased
29
Reduced
28
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 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 58 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
2
Shares acquired
Shares disposed
1.1K
Cash buys
Cash sales
1.00
Net activity
-1,149
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
2026-05-19 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

Top executives
EBIT / Employee
44.1K
Shares Outstanding
5.41M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-08 DEFA14A
2026-04-08 DEF 14A
2025-04-09 DEFA14A
2025-04-09 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-20 8-K
2026-05-20 4
2026-05-15 SC 13G/A
2026-05-15 SC 13G/A
2026-05-11 10-Q
2026-05-01 4
2026-04-29 SC 13G
2026-04-23 8-K
2026-04-08 DEFA14A
2026-04-08 DEF 14A

Executive team

NameTitleCompensationGender
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
ESG Rating
B
BANKS - REGIONAL
Rank: 244 out of 431
2023
E (Environmental)
82.5 / 64.3
Company / Sector avg.
S (Social)
71.6 / 76.5
Company / Sector avg.
G (Governance)
68.0 / 75.5
Company / Sector avg.
ESG Total
74.1 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
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No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

Dividend history

Earnings history

Earnings reports

Stock splits