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Esquire Financial Holdings, Inc. (ESQ)

USD119.72 +0.44 (+0.37%)
US NASDAQ Financial Services Banks - Regional
Address 100 Jericho Quadrangle 11753
Jericho, NY, US
CEO Andrew C. Sagliocca
IPO 2017-06-27
CIK 1531031 ISIN US29667J1016

Explore sections of this company profile

Description

Esquire Financial Holdings, Inc. functions as the parent entity for Esquire Bank, National Association, delivering a diverse array of commercial banking and financial services across the United States. Its clientele includes the legal sector, small businesses, and both corporate and individual clients. The company's deposit offerings encompass checking, savings, money market, and time deposits, alongside certificates of deposit. Its lending portfolio is extensive, providing commercial loans tailored for operational liquidity, such as short-term funding for inventory, accounts receivable, or supplies, in addition to financing for approved merchant clientele. It also extends commercial lines of credit. Consumer loan options are available for various needs, including post-settlement and structured settlement financing for plaintiffs and claimants, as well as personal loans to individuals for purposes like consolidating debt, covering medical costs, managing living expenses, or settling outstanding bills. Furthermore, it originates real estate loans for multifamily, single-family residential, commercial properties, and construction projects. Merchant services are another component of its offerings. Established in 2006, Esquire Financial Holdings, Inc. maintains its primary corporate office in Jericho, New York. As of early 2022 (specifically January 25), its physical presence included a full-service branch situated in Jericho, New York, and an administrative hub located in Boca Raton, Florida.

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
USD119.72 +0.44 (+0.37%)
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Volume Profile
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Liquidity & share structure
Average Volume
120.8K
Beta
0.39
Float Shares
7.22M
Free Float %
83.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.33% -1.44% +4.54% +8.82% +7.67% +7.66% +21.10% +155.56% +333.66% +620.59% +620.59%
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 (4 ratings, all time) Buy
Price Targets & DCF
Current price
119.72
Low 125.00 +4.4%
Consensus 125.00 +4.4%
Median 125.00 +4.4%
High 125.00 +4.4%
DCF (Unlevered) 196.74 +64.3%
DCF (Levered) 206.03 +72.1%

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

Ratings Trend (MoM) 67% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 1 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
125.00
+4.4%
Last Year 2
120.50
+0.7%
All Time 3
100.67
-15.9%
Quality scores
Altman Z-Score
-0.25
Distress
Piotroski F-Score
5 / 9
Average
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
  • Revenue growth
    +19.0% Q1'26: +20.8% (vs Q1'25)
  • EPS growth
    +14.4% Q1'26: +5.3% (vs Q1'25)
  • FCF margin
    Q1'26: +42.5% (vs Q1'25)
  • EBIT margin
    Q1'26: +37.6% (vs Q1'25)
  • ROIC
    Q1'26: -27.3% (vs Q1'25)
  • Share dilution
    +2.6% Q1'26: +1.1% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 0.00× (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 (0.39) × ERP
WACC = 100% × Ke + 0% × Kd (679.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 196.74 Current price: 119.72
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2018
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
36.81M
est: 35.29M (+4.3%)
53.28M
est: 58.13M (-8.3%)
65.56M
est: 48.59M (+34.9%)
85.92M
est: 81.70M (+5.2%)
121.64M
est: 112.34M (+8.3%)
138.27M
est: 124.60M (+11.0%)
164.50M
est: 144.96M (+13.5%)
184.46M
178.00M – 190.92M
+27.2% YoY
256.66M
247.67M – 265.65M
+39.1% YoY
EBITDA
12.72M
est: 13.44M (-5.4%)
18.79M
est: 22.28M (-15.7%)
24.94M
est: 22.42M (+11.3%)
41.35M
est: 27.37M (+51.1%)
58.42M
est: 52.51M (+11.2%)
62.57M
est: 58.24M (+7.4%)
71.28M
est: 67.77M (+5.2%)
86.23M
83.21M – 89.25M
+27.2% YoY
119.98M
115.77M – 124.18M
+39.1% YoY
EBIT
11.92M
est: 14.18M (-15.9%)
17.17M
est: 23.35M (-26.5%)
22.71M
est: 19.52M (+16.4%)
38.80M
est: 32.82M (+18.2%)
55.88M
est: 52.62M (+6.2%)
59.28M
est: 58.36M (+1.6%)
68.52M
est: 67.90M (+0.9%)
86.40M
83.37M – 89.42M
+27.2% YoY
120.21M
116.00M – 124.42M
+39.1% YoY
Net Income
8.73M
est: 8.66M (+0.9%)
12.62M
est: 14.06M (-10.3%)
17.93M
est: 16.58M (+8.1%)
28.52M
est: 20.59M (+38.5%)
41.01M
est: 45.20M (-9.3%)
43.66M
est: 44.87M (-2.7%)
50.85M
est: 49.04M (+3.7%)
57.98M
55.34M – 60.62M
+18.2% YoY
70.40M
67.20M – 73.61M
+21.4% YoY
SGA
13.75M
est: 16.13M (-14.7%)
17.83M
est: 24.04M (-25.8%)
23.36M
est: 27.28M (-14.3%)
27.79M
est: 30.52M (-8.9%)
35.10M
est: 34.89M (+0.6%)
42.30M
est: 38.69M (+9.3%)
45.80M
est: 45.02M (+1.7%)
57.28M
55.28M – 59.29M
+27.2% YoY
79.71M
76.91M – 82.50M
+39.1% YoY
EPS
1.18
est: 1.24 (-4.8%)
1.70
est: 1.65 (+3.0%)
2.40
est: 2.03 (+18.2%)
3.73
est: 3.36 (+11.0%)
5.31
est: 5.19 (+2.3%)
5.58
est: 5.16 (+8.2%)
6.30
est: 5.63 (+11.9%)
6.66
6.35 – 6.96
+18.2% YoY
8.08
7.72 – 8.45
+21.4% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-05-27 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-05-26 B 3/5 4/5 5/5 4/5 1/5 2/5 1/5
2026-05-22 B 3/5 4/5 5/5 4/5 1/5 2/5 1/5
2026-05-21 B 3/5 4/5 5/5 4/5 1/5 2/5 1/5
2026-05-20 B 3/5 4/5 5/5 4/5 1/5 2/5 1/5
2026-05-19 B 3/5 4/5 5/5 4/5 1/5 2/5 1/5
2026-05-18 B+ 3/5 5/5 5/5 4/5 1/5 2/5 1/5
2026-05-15 B 3/5 4/5 5/5 4/5 1/5 2/5 1/5
2026-05-14 B 3/5 4/5 5/5 4/5 1/5 2/5 1/5
2026-05-13 B 3/5 4/5 5/5 4/5 1/5 2/5 1/5
2026-05-12 B 3/5 4/5 5/5 4/5 1/5 2/5 1/5
2026-05-11 B 3/5 4/5 5/5 4/5 1/5 2/5 1/5
2026-05-08 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-07 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-06 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-05 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-04 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-01 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-30 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-29 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-28 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-27 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-24 A- 4/5 5/5 5/5 5/5 3/5 2/5 1/5
2026-04-23 A- 4/5 5/5 5/5 5/5 3/5 2/5 1/5
2026-04-22 A- 4/5 5/5 5/5 5/5 3/5 2/5 1/5
2026-04-21 A- 4/5 5/5 5/5 5/5 3/5 2/5 1/5
2026-04-20 A- 4/5 5/5 5/5 5/5 3/5 2/5 1/5
2026-04-17 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-16 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
55.88M
OE per share TTM
6.44
Owner's Yield
6.16%
Maintenance CapEx ratio
0.54%
Maint CapEx / Avg PPE
3.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
165
Total invested
657.13M
Insider transactions (90d)
2
Beneficial owners (>5%)
18
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Basswood Capital Management, L.L.C. 1.08M 13.70% 1.08M IA Delaware 2022-01-10
2 Bennett Lindenbaum 1.08M 13.70% 1.08M HC, IN United States 2022-01-10
3 Matthew Lindenbaum 1.08M 13.70% 1.08M HC, IN United States 2022-01-10
4 Wasatch Advisors, Inc. 87-0319391 779.1K 9.90% 779.1K 779.1K IA 2022-02-11
5 Christopher J. Acito & Associates GP LLC 564.9K 7.70% 564.8K 564.8K OO Citizenship or Place of Organization     New York 2018-02-14
6 Jack T. Thompson 564.9K 7.70% 80.00 564.8K 80.00 564.8K IN Citizenship or Place of Organization     United States 2018-02-14
7 CJA Private Equity Financial Restructuring GP I Ltd. 564.8K 7.70% 564.8K 564.8K PN Citizenship or Place of Organization     Cayman Islands 2018-02-14
8 CJA Private Equity Financial Restructuring Master Fund I, LP 564.8K 7.70% 564.8K 564.8K PN Citizenship or Place of Organization     Cayman Islands 2018-02-14
9 Christopher J. Acito 564.8K 7.70% 564.8K 564.8K IN Citizenship or Place of Organization     United States 2018-02-14
10 Gapstow Capital Partners LP 564.8K 7.70% 564.8K 564.8K PN Citizenship or Place of Organization     New York 2018-02-14
11 (1) BlackRock, Inc. 525.7K 6.40% 521.0K 525.7K HC Delaware 2024-01-29
12 Pacific Ridge Capital Partners, LLC 380.3K 4.85% 342.9K 380.3K IA Each Reporting Person 2022-02-14
13 Fund I, LP 0.00% PN Cayman Islands 2020-01-06
14 Iron Road Capital Partners LLC 0.00% OO Delaware Limited Liability Company 2021-02-12
15 Mendon Capital Advisors Corp. 0.00% OO Delaware Corporation 2021-02-12
16 RMB Capital Holdings, LLC 0.00% OO Delaware Limited Liability Company 2021-02-12
17 RMB Capital Management, LLC 0.00% IA Delaware Limited Liability Company 2021-02-12
18 RMB Mendon Managers, LLC 0.00% OO Delaware Limited Liability Company 2021-02-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
165
+7 vs prev Q
New positions
25
Closed positions
18
Increased
81
Reduced
54
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
1 130.8K +130.8K (+100.0%) 14.61B +14.6B (+100.0%) 1.50% +1.502 pp 7.52% +7.521 pp USD102.07 +0.0% 1 qtrs NEW
2 MAWER INVESTMENT MANAGEMENT LTD. 800.5K +23.7K (+3.1%) 81.70M +2.4M (+3.1%) 9.19% -0.508 pp 0.46% +0.046 pp USD78.35 +30.3% 5 qtrs
3 BLACKROCK, INC. 557.1K +11.1K (+2.0%) 56.86M +1.1M (+2.1%) 6.40% -0.420 pp 0.00% +0.000 pp USD66.84 +52.7% 6 qtrs
4 VANGUARD GROUP INC 450.6K +11.7K (+2.7%) 45.99M +1.2M (+2.7%) 5.17% -0.306 pp 0.00% +0.000 pp USD40.25 +153.6% 33 qtrs
5 WASATCH ADVISORS LP 360.6K -7.5K (-2.0%) 36.80M -758.4K (-2.0%) 4.14% -0.455 pp 0.22% +0.017 pp USD24.55 +315.8% 35 qtrs
6 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 268.7K +— (+0.0%) 27.43M +4.0K (+0.0%) 3.09% -0.270 pp 1.11% -0.014 pp USD22.80 +347.7% 35 qtrs
7 COPELAND CAPITAL MANAGEMENT, LLC 265.6K +27.5K (+11.6%) 27.10M +2.8M (+11.6%) 3.05% +0.077 pp 0.61% +0.099 pp USD95.36 +7.0% 10 qtrs
8 STATE STREET CORP 241.2K -53.2K (-18.1%) 24.62M -5.4M (-18.0%) 2.77% -0.906 pp 0.00% 0.000 pp USD65.95 +54.8% 31 qtrs
9 AMERICAN CENTURY COMPANIES INC 236.1K -1.9K (-0.8%) 24.10M -191.3K (-0.8%) 2.71% -0.261 pp 0.01% 0.000 pp USD61.86 +65.0% 14 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 224.2K +8.7K (+4.0%) 22.89M +886.8K (+4.0%) 2.57% -0.117 pp 0.00% +0.000 pp USD46.68 +118.7% 31 qtrs
11 GW&K INVESTMENT MANAGEMENT, LLC 199.9K +12.2K (+6.5%) 20.41M +1.3M (+6.5%) 2.30% -0.048 pp 0.18% +0.007 pp USD51.61 +97.8% 11 qtrs
12 DIMENSIONAL FUND ADVISORS LP 196.0K +2.0K (+1.0%) 20.00M +209.8K (+1.1%) 2.25% -0.172 pp 0.00% 0.000 pp USD37.04 +175.6% 28 qtrs
13 AMPFIELD MANAGEMENT, L.P. 189.6K -72.1K (-27.6%) 19.35M -7.4M (-27.6%) 2.18% -1.091 pp 29.02% -0.749 pp USD67.55 +51.1% 6 qtrs
14 ROYCE & ASSOCIATES LP 133.2K -1.3K (-1.0%) 13.60M -134.9K (-1.0%) 1.53% -0.151 pp 0.14% +0.001 pp USD86.39 +18.2% 4 qtrs
15 NORTHERN TRUST CORP 95.5K +2.0K (+2.1%) 9.74M +206.1K (+2.2%) 1.10% -0.071 pp 0.00% +0.000 pp USD56.19 +81.7% 31 qtrs
16 GATOR CAPITAL MANAGEMENT, LLC 94.2K +820.0 (+0.9%) 9.61M +85.1K (+0.9%) 1.08% -0.084 pp 1.95% -0.467 pp USD36.33 +181.0% 17 qtrs
17 ALLIANCEBERNSTEIN L.P. 78.4K -980.0 (-1.2%) 8.00M -98.8K (-1.2%) 0.90% -0.091 pp 0.00% +0.000 pp USD28.18 +262.2% 19 qtrs
18 GOLDMAN SACHS GROUP INC 69.7K +32.3K (+86.5%) 7.11M +3.3M (+86.6%) 0.80% +0.334 pp 0.00% +0.000 pp USD86.72 +17.7% 14 qtrs
19 MORGAN STANLEY 65.3K +7.9K (+13.8%) 6.67M +810.5K (+13.8%) 0.75% +0.034 pp 0.00% +0.000 pp USD76.79 +32.9% 34 qtrs
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 57.5K +338.0 (+0.6%) 5.87M +35.4K (+0.6%) 0.66% -0.054 pp 0.00% +0.000 pp USD78.40 +30.2% 15 qtrs
21 FIRST MANHATTAN CO. LLC. 53.1K -2.6K (-4.6%) 5.42M -261.5K (-4.6%) 0.61% -0.085 pp 0.01% -0.001 pp USD20.52 +397.4% 23 qtrs
22 ENVESTNET ASSET MANAGEMENT INC 42.1K +4.8K (+12.7%) 4.30M +485.4K (+12.7%) 0.48% +0.017 pp 0.00% +0.000 pp USD97.54 +4.6% 3 qtrs
23 INVESCO LTD. 41.0K +1.4K (+3.6%) 4.18M +146.7K (+3.6%) 0.47% -0.023 pp 0.00% +0.000 pp USD62.02 +64.6% 15 qtrs
24 COX CAPITAL MGT LLC 38.2K +706.0 (+1.9%) 3.99M +165.5K (+4.3%) 0.44% -0.030 pp 2.48% -0.017 pp USD45.88 +122.5% 13 qtrs
25 JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. 38.0K +— (+0.0%) 3.88M +570.0 (+0.0%) 0.44% -0.038 pp 3.60% -0.133 pp USD48.07 +112.3% 8 qtrs
26 HORIZON INVESTMENT SERVICES, LLC 35.9K -593.0 (-1.6%) 3.67M -60.0K (-1.6%) 0.41% -0.044 pp 1.32% -0.087 pp USD53.92 +89.3% 14 qtrs
27 ROYAL BANK OF CANADA 35.0K -20.1K (-36.4%) 3.58M -2.0M (-36.4%) 0.40% -0.286 pp 0.00% 0.000 pp USD68.75 +48.5% 25 qtrs
28 BANK OF NEW YORK MELLON CORP 34.8K -13.2K (-27.5%) 3.55M -1.3M (-27.5%) 0.40% -0.200 pp 0.00% 0.000 pp USD46.33 +120.3% 34 qtrs
29 RUSSELL INVESTMENTS GROUP, LTD. 30.2K -1.6K (-5.0%) 3.08M -160.6K (-4.9%) 0.35% -0.050 pp 0.00% 0.000 pp USD50.56 +101.9% 12 qtrs
30 RBF CAPITAL, LLC 30.0K +— (+0.0%) 3.06M +450.0 (+0.0%) 0.34% -0.030 pp 0.14% -0.001 pp USD23.70 +330.7% 19 qtrs
31 JPMORGAN CHASE & CO 29.9K +21.5K (+253.5%) 3.05M +2.2M (+253.5%) 0.34% +0.238 pp 0.00% +0.000 pp USD94.64 +7.9% 31 qtrs
32 MILLENNIUM MANAGEMENT LLC 28.2K +14.2K (+100.9%) 2.88M +1.4M (+101.0%) 0.32% +0.149 pp 0.00% +0.001 pp USD102.06 +0.0% 2 qtrs
33 UNIPLAN INVESTMENT COUNSEL, INC. 26.4K +10.4K (+64.9%) 2.69M +1.1M (+64.9%) 0.30% +0.103 pp 0.27% +0.111 pp USD102.06 +0.0% 2 qtrs
34 PRINCIPAL FINANCIAL GROUP INC 24.1K +8.0K (+49.6%) 2.46M +814.4K (+49.6%) 0.28% +0.075 pp 0.00% +0.000 pp USD99.46 +2.6% 3 qtrs
35 EMERALD MUTUAL FUND ADVISERS TRUST 23.0K +— (+0.0%) 2.34M +345.0 (+0.0%) 0.26% -0.023 pp 0.11% -0.007 pp USD53.00 +92.6% 15 qtrs
36 UBS GROUP AG 21.1K -10.4K (-33.1%) 2.15M -1.1M (-33.1%) 0.24% -0.151 pp 0.00% 0.000 pp USD75.14 +35.8% 35 qtrs
37 MALTESE CAPITAL MANAGEMENT LLC 20.0K +— (+0.0%) 2.04M +299.0 (+0.0%) 0.23% -0.020 pp 0.36% +0.053 pp USD26.05 +291.8% 34 qtrs
38 WELLS FARGO & COMPANY/MN 19.4K +3.4K (+21.4%) 1.98M +349.5K (+21.4%) 0.22% +0.023 pp 0.00% +0.000 pp USD52.98 +92.7% 31 qtrs
39 SEI INVESTMENTS CO 19.0K +7.6K (+66.3%) 1.94M +773.6K (+66.4%) 0.22% +0.076 pp 0.00% +0.001 pp USD98.53 +3.6% 3 qtrs
40 NUVEEN, LLC 18.5K +— (+0.0%) 1.89M +277.0 (+0.0%) 0.21% -0.019 pp 0.00% +0.000 pp USD75.38 +35.4% 4 qtrs
41 CITIGROUP INC 18.4K +1.0K (+5.9%) 1.87M +104.7K (+5.9%) 0.21% -0.006 pp 0.00% +0.000 pp USD85.88 +18.9% 16 qtrs
42 STIFEL FINANCIAL CORP 17.8K +1.9K (+11.9%) 1.82M +193.2K (+11.9%) 0.20% +0.006 pp 0.00% +0.000 pp USD95.45 +6.9% 3 qtrs
43 POINT72 ASSET MANAGEMENT, L.P. 17.8K +5.3K (+42.2%) 1.82M +538.6K (+42.2%) 0.20% +0.048 pp 0.00% 0.000 pp USD95.82 +6.5% 4 qtrs
44 BARCLAYS PLC 17.3K +7.0K (+67.8%) 1.77M +1.1M (+162.6%) 0.20% +0.070 pp 0.00% +0.000 pp USD84.19 +21.2% 15 qtrs
45 BANK OF AMERICA CORP /DE/ 16.9K -9.6K (-36.1%) 1.72M -974.8K (-36.1%) 0.19% -0.136 pp 0.00% 0.000 pp USD74.54 +36.9% 34 qtrs
46 ELIZABETH PARK CAPITAL ADVISORS, LTD. 16.3K -8.5K (-34.4%) 1.66M -871.6K (-34.4%) 0.19% -0.123 pp 1.37% -0.682 pp USD42.09 +142.5% 13 qtrs
47 CI PRIVATE WEALTH, LLC 16.0K +— (+0.0%) 1.64M +241.0 (+0.0%) 0.18% -0.016 pp 0.00% 0.000 pp USD66.90 +52.6% 13 qtrs
48 AMERIPRISE FINANCIAL INC 14.9K +58.0 (+0.4%) 1.52M +6.1K (+0.4%) 0.17% -0.014 pp 0.00% +0.000 pp USD46.57 +119.2% 12 qtrs
49 SWISS NATIONAL BANK 14.3K +400.0 (+2.9%) 1.46M +41.0K (+2.9%) 0.16% -0.009 pp 0.00% +0.000 pp USD76.50 +33.4% 4 qtrs
50 HIGHTOWER ADVISORS, LLC 13.2K +28.0 (+0.2%) 1.34M +3.1K (+0.2%) 0.15% -0.013 pp 0.00% 0.000 pp USD32.10 +218.0% 17 qtrs
51 JANE STREET GROUP, LLC 13.1K +3.0K (+30.0%) 1.34M +309.2K (+30.0%) 0.15% +0.025 pp 0.00% +0.000 pp USD98.19 +4.0% 3 qtrs
52 JUMP FINANCIAL, LLC 13.1K +10.8K (+467.4%) 1.34M +1.1M (+467.5%) 0.15% +0.122 pp 0.02% +0.014 pp USD102.07 +0.0% 7 qtrs
53 CETERA INVESTMENT ADVISERS 11.7K -2.0K (-14.5%) 1.20M -202.3K (-14.4%) 0.13% -0.037 pp 0.00% 0.000 pp USD61.37 +66.3% 20 qtrs
54 POLEN CAPITAL MANAGEMENT LLC 11.7K +— (+0.0%) 1.20M +176.0 (+0.0%) 0.13% -0.012 pp 0.01% +0.001 pp USD94.67 +7.8% 3 qtrs
55 FIRST TRUST ADVISORS LP 11.7K -2.0K (-14.7%) 1.19M -205.1K (-14.7%) 0.13% -0.037 pp 0.00% 0.000 pp USD55.09 +85.3% 14 qtrs
56 TWO SIGMA INVESTMENTS, LP 11.6K +1.6K (+16.1%) 1.19M +165.0K (+16.1%) 0.13% +0.009 pp 0.00% +0.000 pp USD67.21 +51.9% 17 qtrs
57 GRANDEUR PEAK GLOBAL ADVISORS, LLC 11.5K -29.4K (-71.9%) 1.17M -3.0M (-71.9%) 0.13% -0.379 pp 0.16% -0.403 pp USD40.71 +150.7% 33 qtrs
58 RHUMBLINE ADVISERS 10.2K -1.6K (-13.3%) 1.04M -158.5K (-13.3%) 0.12% -0.030 pp 0.00% 0.000 pp USD38.46 +165.4% 15 qtrs
59 NUMERAI GP LLC 10.0K +2.1K (+27.4%) 1.02M +218.6K (+27.4%) 0.11% +0.017 pp 0.12% +0.010 pp USD75.40 +35.4% 6 qtrs
60 RENAISSANCE TECHNOLOGIES LLC 9.8K +9.8K (+100.0%) 1.00M +1.0M (+100.0%) 0.11% +0.113 pp 0.00% +0.002 pp USD102.07 +0.0% 27 qtrs
61 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 9.7K +9.7K (+100.0%) 989.4K +989.4K (+100.0%) 0.11% +0.111 pp 0.03% +0.034 pp USD102.07 +0.0% 1 qtrs NEW
62 PANAGORA ASSET MANAGEMENT INC 9.6K -21.7K (-69.4%) 976.5K -2.2M (-69.4%) 0.11% -0.281 pp 0.00% -0.009 pp USD47.78 +113.6% 14 qtrs
63 RAFFERTY ASSET MANAGEMENT, LLC 9.0K -9.8K (-52.1%) 923.0K -1.0M (-52.1%) 0.10% -0.132 pp 0.00% -0.003 pp USD91.01 +12.2% 4 qtrs
64 BAHL & GAYNOR INC 8.6K +— (+0.0%) 877.8K +129.0 (+0.0%) 0.10% -0.009 pp 0.00% +0.000 pp USD65.21 +56.5% 6 qtrs
65 SIERRA SUMMIT ADVISORS LLC 8.6K +8.6K (+100.0%) 876.6K +876.6K (+100.0%) 0.10% +0.099 pp 0.13% +0.134 pp USD102.07 +0.0% 1 qtrs NEW
66 AQR CAPITAL MANAGEMENT LLC 7.9K +271.0 (+3.6%) 802.9K +27.8K (+3.6%) 0.09% -0.005 pp 0.00% 0.000 pp USD59.71 +70.9% 14 qtrs
67 EAM INVESTORS, LLC 7.7K -3.7K (-32.6%) 784.2K -379.9K (-32.6%) 0.09% -0.054 pp 0.09% -0.046 pp USD67.62 +50.9% 6 qtrs
68 LOS ANGELES CAPITAL MANAGEMENT LLC 8.1K -4.1K (-33.5%) 754.6K -492.7K (-39.5%) 0.09% -0.059 pp 0.00% -0.002 pp USD41.21 +147.7% 15 qtrs
69 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 7.1K +572.0 (+8.7%) 728.6K +58.5K (+8.7%) 0.08% +0.000 pp 0.00% +0.000 pp USD74.54 +36.9% 15 qtrs
70 LEGAL & GENERAL GROUP PLC 7.0K -467.0 (-6.3%) 709.4K -47.6K (-6.3%) 0.08% -0.013 pp 0.00% +0.000 pp USD79.29 +28.7% 15 qtrs
71 HRT FINANCIAL LP 6.5K -2.2K (-25.7%) 659.0K -227.0K (-25.6%) 0.07% -0.034 pp 0.00% -0.001 pp USD102.06 +0.0% 2 qtrs
72 RAYMOND JAMES FINANCIAL INC 6.4K -494.0 (-7.1%) 656.3K -50.3K (-7.1%) 0.07% -0.013 pp 0.00% +0.000 pp USD84.12 +21.3% 5 qtrs
73 SANCTUARY ADVISORS, LLC 5.8K +24.0 (+0.4%) 590.5K +2.5K (+0.4%) 0.07% -0.006 pp 0.00% 0.000 pp USD47.57 +114.6% 7 qtrs
74 VISE TECHNOLOGIES, INC. 5.8K +5.8K (+100.0%) 588.3K +588.3K (+100.0%) 0.07% +0.066 pp 0.01% +0.012 pp USD102.07 +0.0% 1 qtrs NEW
75 DEUTSCHE BANK AG\ 5.6K +363.0 (+6.9%) 570.6K +37.1K (+7.0%) 0.06% -0.001 pp 0.00% +0.000 pp USD60.42 +68.9% 15 qtrs
76 STATE OF WISCONSIN INVESTMENT BOARD 5.5K +603.0 (+12.3%) 561.9K +61.6K (+12.3%) 0.06% +0.002 pp 0.00% +0.000 pp USD80.48 +26.8% 7 qtrs
77 TOROSO INVESTMENTS, LLC 5.5K -2.9K (-34.6%) 560.5K -296.2K (-34.6%) 0.06% -0.042 pp 0.00% 0.000 pp USD100.13 +1.9% 3 qtrs
78 BALYASNY ASSET MANAGEMENT L.P. 4.9K +4.9K (+100.0%) 504.3K +504.3K (+100.0%) 0.06% +0.057 pp 0.00% +0.001 pp USD102.07 +0.0% 1 qtrs NEW
79 CREATIVE PLANNING 4.8K -689.0 (-12.6%) 489.2K -70.2K (-12.6%) 0.06% -0.013 pp 0.00% 0.000 pp USD87.32 +16.9% 5 qtrs
80 AQUATIC CAPITAL MANAGEMENT LLC 4.8K -6.6K (-58.1%) 486.3K -674.6K (-58.1%) 0.05% -0.087 pp 0.01% -0.008 pp USD95.40 +7.0% 4 qtrs
81 ALPS ADVISORS INC 4.7K +52.0 (+1.1%) 484.6K +5.4K (+1.1%) 0.05% -0.004 pp 0.00% +0.000 pp USD75.90 +34.5% 4 qtrs
82 BNP PARIBAS ARBITRAGE, SNC 4.6K -10.0K (-68.3%) 472.6K -1.0M (-68.3%) 0.05% -0.129 pp 0.00% -0.001 pp USD92.28 +10.6% 15 qtrs
83 QUANTBOT TECHNOLOGIES LP 4.5K -2.2K (-33.2%) 461.7K -229.2K (-33.2%) 0.05% -0.033 pp 0.02% -0.003 pp USD102.06 +0.0% 2 qtrs
84 PRICE T ROWE ASSOCIATES INC /MD/ 4.1K +350.0 (+9.4%) 417.0K +35.0K (+9.2%) 0.05% +0.000 pp 0.00% +0.000 pp USD83.94 +21.6% 5 qtrs
85 METLIFE INVESTMENT MANAGEMENT, LLC 4.0K +— (+0.0%) 413.0K +60.0 (+0.0%) 0.05% -0.004 pp 0.00% +0.000 pp USD41.27 +147.3% 15 qtrs
86 STOKES FAMILY OFFICE, LLC 4.0K +— (+0.0%) 408.3K +60.0 (+0.0%) 0.05% -0.004 pp 0.04% -0.001 pp USD65.21 +56.5% 6 qtrs
87 QUANTINNO CAPITAL MANAGEMENT LP 3.9K +1.7K (+74.9%) 398.2K +170.5K (+74.9%) 0.04% +0.017 pp 0.00% +0.000 pp USD102.06 +0.0% 2 qtrs
88 UBS ASSET MANAGEMENT AMERICAS INC 3.8K +5.0 (+0.1%) 392.2K +568.0 (+0.1%) 0.04% -0.004 pp 0.00% +0.000 pp USD88.23 +15.7% 4 qtrs
89 FMR LLC 3.7K +1.4K (+61.1%) 380.5K +144.3K (+61.1%) 0.04% +0.014 pp 0.00% +0.000 pp USD75.83 +34.6% 16 qtrs
90 BREVAN HOWARD CAPITAL MANAGEMENT LP 3.7K +317.0 (+9.3%) 378.8K +32.4K (+9.4%) 0.04% +0.000 pp 0.00% +0.003 pp USD96.64 +5.6% 3 qtrs
91 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 3.4K +63.0 (+1.9%) 346.3K +6.5K (+1.9%) 0.04% -0.003 pp 0.00% +0.000 pp USD52.79 +93.4% 7 qtrs
92 SG AMERICAS SECURITIES, LLC 3.3K +861.0 (+36.0%) 332.0K +88.0K (+36.1%) 0.04% +0.008 pp 0.00% 0.000 pp USD79.47 +28.4% 6 qtrs
93 BOSTON PARTNERS 3.2K -398.0 (-11.0%) 329.1K -40.6K (-11.0%) 0.04% -0.008 pp 0.00% +0.000 pp USD45.18 +125.9% 12 qtrs
94 NEW YORK STATE COMMON RETIREMENT FUND 3.1K +— (+0.0%) 312.2K +46.0 (+0.0%) 0.04% -0.003 pp 0.00% +0.000 pp USD41.67 +144.9% 15 qtrs
95 PDT PARTNERS, LLC 3.0K +— (+0.0%) 307.7K +45.0 (+0.0%) 0.03% -0.003 pp 0.02% +0.001 pp USD79.50 +28.4% 5 qtrs
96 MERIDIAN WEALTH MANAGEMENT, LLC 3.0K +— (+0.0%) 306.2K +45.0 (+0.0%) 0.03% -0.003 pp 0.01% -0.001 pp USD79.50 +28.4% 5 qtrs
97 SNOWDEN CAPITAL ADVISORS LLC 2.8K +248.0 (+9.6%) 289.9K +25.4K (+9.6%) 0.03% +0.000 pp 0.01% +0.000 pp USD102.06 +0.0% 2 qtrs
98 JANUS HENDERSON GROUP PLC 2.8K +— (+0.0%) 285.8K +— (+0.0%) 0.03% -0.003 pp 0.00% +0.000 pp USD57.37 +77.9% 10 qtrs
99 BESSEMER GROUP INC 2.7K +363.0 (+15.6%) 275.0K +37.0K (+15.5%) 0.03% +0.002 pp 0.00% +0.000 pp USD95.66 +6.7% 3 qtrs
100 INTECH INVESTMENT MANAGEMENT LLC 2.6K +— (+0.0%) 268.0K +40.0 (+0.0%) 0.03% -0.003 pp 0.00% +0.000 pp USD75.38 +35.4% 4 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 96 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust SMID Growth Strength ETF FSGS 0.97% 295.4K 0.61%
2 First Trust NASDAQ ABA Community Bank Index Fund QABA 0.41% 370.1K 0.63%
3 State Street SPDR S&P Regional Banking ETF KRE 0.41% 20.07M 0.35%
4 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.32% 819.6K 0.12%
5 Barron's 400SM ETF BFOR 0.23% 533.1K 0.65%
6 iShares Micro-Cap ETF IWC 0.20% 2.91M 0.60%
7 Vanguard U.S. Momentum Factor ETF VFMO 0.15% 2.50M 0.13%
8 First Trust Merger Arbitrage ETF NTRL 0.13% 22.9K 0.95%
9 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.09% 958.1K 0.20%
10 WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS 0.09% 354.7K 0.38%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
0
Sells
0
Shares acquired
Shares disposed
Cash buys
Cash sales
Net activity
+0
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
2026-12-10 Korn Martin S. Officer Stock Options 2,000 106.23 212.5K 0 D
2026-04-30 Korn Martin S. Officer Common Stock 0 0.00 20,382 I
2026-03-19 ZISES SELIG Director S-Sale D Common Stock 3,000 105.00 315.0K 63,533 I
2026-03-19 Powers Richard T Director S-Sale D Common Stock 2,308 104.83 241.9K 58,233 D
2026-03-18 ZISES SELIG Director S-Sale D Common Stock 1,500 105.11 157.7K 77,533 I
2026-01-29 Sagliocca Andrew C Director / Officer A-Award A Common Stock 8,148 0.00 298,798 D
2026-01-29 Lacapria Michael Officer A-Award A Common Stock 1,164 0.00 17,606 D
2026-01-29 Kornhaber Ari P Officer A-Award A Common Stock 5,122 0.00 119,792 D
2026-01-29 Bader Eric S Officer A-Award A Common Stock 3,492 0.00 139,116 D
2026-01-05 Sagliocca Andrew C Director / Officer F-InKind D Common Stock 3,522 103.79 365.5K 290,650 D
2026-01-05 Powers Richard T Director M-Exempt D Stock Options 1,500 24.90 37.4K 0 D
2026-01-05 Kornhaber Ari P Officer F-InKind D Common Stock 2,242 103.79 232.7K 114,670 D
2026-01-05 Bader Eric S Officer M-Exempt A Common Stock 14,125 12.50 176.6K 137,325 D
2025-12-19 Sagliocca Andrew C Director / Officer F-InKind D Common Stock 5,530 107.00 591.7K 264,922 D
2025-12-19 Lacapria Michael Officer F-InKind D Common Stock 180 107.00 19.3K 16,442 D
2025-12-19 Kornhaber Ari P Officer F-InKind D Common Stock 2,131 107.00 228.0K 98,287 D
2025-12-19 Bader Eric S Officer F-InKind D Common Stock 3,165 107.00 338.7K 123,200 D
2025-12-16 Sagliocca Andrew C Director / Officer F-InKind D Common Stock 5,785 106.82 618.0K 270,452 D
2025-12-16 Lacapria Michael Officer F-InKind D Common Stock 240 106.82 25.6K 16,622 D
2025-12-16 Kornhaber Ari P Officer F-InKind D Common Stock 2,229 106.82 238.1K 100,418 D
2025-12-16 Bader Eric S Officer F-InKind D Common Stock 3,293 106.82 351.8K 126,365 D
2025-12-10 ZISES SELIG Director A-Award A Common Stock 753 0.00 15,716 D
2025-12-10 Waterhouse Kevin C Director A-Award A Common Stock 753 0.00 87,352 D
2025-12-10 Powers Richard T Director A-Award A Common Stock 753 0.00 59,400 D
2025-12-10 Nigam Rena Director A-Award A Common Stock 753 0.00 2,620 D
2025-12-10 Mitzman Robert Director A-Award A Common Stock 753 0.00 142,679 D
2025-12-10 Melohn Joseph Director A-Award A Common Stock 753 0.00 4,436 D
2025-12-10 Kelly Raymond Francis Director A-Award A Common Stock 753 0.00 753 D
2025-12-10 Deutsch Todd Director A-Award A Common Stock 753 0.00 72,401 D
2025-12-10 Coelho Anthony Director A-Award A Common Stock 1,836 0.00 49,267 D
2025-12-09 Sagliocca Andrew C Director / Officer F-InKind D Common Stock 5,181 104.04 539.0K 276,237 D
2025-12-09 Lacapria Michael Officer F-InKind D Common Stock 300 104.04 31.2K 18,612 D
2025-12-09 Kornhaber Ari P Officer F-InKind D Common Stock 1,997 104.04 207.8K 102,647 D
2025-12-09 Bader Eric S Officer F-InKind D Common Stock 2,990 104.04 311.1K 129,658 D
2025-12-03 Korn Martin S. Officer Stock Options 2,600 77.92 202.6K 0 D
2025-08-26 Melohn Joseph Director S-Sale D Common Stock 500 99.00 49.5K 136,031 I
2025-08-25 Melohn Joseph Director S-Sale D Common Stock 1,326 100.00 132.6K 136,531 I
2025-08-22 ZISES SELIG Director S-Sale D Common Stock 1,000 99.45 99.4K 86,533 I
2025-08-22 Melohn Joseph Director S-Sale D Common Stock 2,000 100.00 200.0K 137,857 I
2025-08-12 Coelho Anthony Director M-Exempt D Stock Options 22,231 12.50 277.9K 0 D
2025-07-31 ZISES SELIG Director S-Sale D Common Stock 1,500 95.68 143.5K 87,533 I
2025-07-25 Mitzman Robert Director M-Exempt A Common Stock 20,000 12.50 250.0K 141,926 D
2025-07-24 Deutsch Todd Director M-Exempt A Common Stock 20,000 12.50 250.0K 74,033 D
2025-06-18 Melohn Joseph Director G-Gift D Common Stock 1,000 0.00 148,857 I
2025-06-06 Kelly Raymond Francis Director Common Stock 0 0.00 0 D
2025-05-21 Powers Richard T Director G-Gift D Common Stock 350 0.00 58,647 D
2025-04-29 ZISES SELIG Director S-Sale D Common Stock 2,000 84.30 168.6K 93,533 I
2025-04-29 Waterhouse Kevin C Director S-Sale D Common Stock 1,500 83.76 125.6K 88,099 D
2025-04-28 Kornhaber Ari P Officer S-Sale D Common Stock 1,597 84.25 134.6K 104,644 D
2025-04-21 Mitzman Robert Director M-Exempt A Common Stock 22,231 12.50 277.9K 121,926 D
2025-02-28 ZISES SELIG Director S-Sale D Common Stock 1,000 77.67 77.7K 46,001 I
2025-02-06 Powers Richard T Director S-Sale D Common Stock 1,427 86.99 124.1K 58,997 D
2025-01-30 Sagliocca Andrew C Director / Officer A-Award A Common Stock 8,691 0.00 281,418 D
2025-01-30 Lacapria Michael Officer A-Award A Common Stock 912 0.00 18,912 D
2025-01-30 Kornhaber Ari P Officer A-Award A Common Stock 5,519 0.00 124,644 D
2025-01-30 Bader Eric S Officer A-Award A Common Stock 4,352 0.00 132,648 D
2025-01-28 Powers Richard T Director M-Exempt A Common Stock 1,500 19.25 28.9K 60,760 D
2025-01-15 Sagliocca Andrew C Director / Officer M-Exempt D Stock Options 29,000 12.50 362.5K 29,250 D
2025-01-15 Kornhaber Ari P Officer M-Exempt A Common Stock 18,000 12.50 225.0K 121,828 D
2025-01-15 Bader Eric S Officer M-Exempt D Stock Options 15,000 12.50 187.5K 14,125 D
2024-12-31 ZISES SELIG Director G-Gift D Common Stock 900 0.00 99,533 I
2024-12-31 Kornhaber Ari P Officer Common Stock 0 0.00 124,644 D
2024-12-24 Coelho Anthony Director G-Gift D Common Stock 1,167 0.00 28,039 D
2024-12-19 ZISES SELIG Director G-Gift D Common Stock 2,000 0.00 100,433 I
2024-12-18 ZISES SELIG Director G-Gift A Common Stock 2,100 0.00 17,036 D
2024-12-18 Melohn Joseph Director S-Sale D Common Stock 425 80.00 34.0K 0 I
2024-12-17 ZISES SELIG Director S-Sale D Common Stock 1,000 78.25 78.3K 57,601 I
2024-12-16 Sagliocca Andrew C Director / Officer F-InKind D Common Stock 11,315 78.76 891.2K 248,081 D
2024-12-16 Kornhaber Ari P Officer F-InKind D Common Stock 4,360 78.76 343.4K 103,828 D
2024-12-16 Bader Eric S Officer F-InKind D Common Stock 6,257 78.76 492.8K 115,548 D
2024-12-15 Korn Martin S. Officer Stock Options 4,000 48.32 193.3K 0 D
2024-12-10 Sagliocca Andrew C Director / Officer F-InKind D Common Stock 5,105 79.62 406.5K 259,396 D
2024-12-10 Kornhaber Ari P Officer F-InKind D Common Stock 1,777 79.62 141.5K 108,188 D
2024-12-10 Bader Eric S Officer F-InKind D Common Stock 2,772 79.62 220.7K 121,805 D
2024-12-09 Nigam Rena Director P-Purchase A Common Stock 640 77.50 49.6K 1,867 D
2024-12-06 Powers Richard T Director G-Gift D Common Stock 650 0.00 59,260 D
2024-12-03 ZISES SELIG Director A-Award A Common Stock 1,027 0.00 14,963 D
2024-12-03 Waterhouse Kevin C Director A-Award A Common Stock 1,027 0.00 89,599 D
2024-12-03 Powers Richard T Director A-Award A Common Stock 1,027 0.00 59,910 D
2024-12-03 Nigam Rena Director A-Award A Common Stock 1,027 0.00 1,227 D
2024-12-03 Mitzman Robert Director A-Award A Common Stock 1,027 0.00 99,695 D
2024-12-03 Melohn Joseph Director A-Award A Common Stock 1,027 0.00 3,683 D
2024-12-03 Deutsch Todd Director A-Award A Common Stock 1,027 0.00 54,033 D
2024-12-03 Coelho Anthony Director A-Award A Common Stock 2,503 0.00 29,206 D
2024-11-29 ZISES SELIG Director S-Sale D Common Stock 1,000 76.49 76.5K 61,601 I
2024-11-26 ZISES SELIG Director S-Sale D Common Stock 1,000 76.44 76.4K 105,033 I
2024-11-06 Sagliocca Andrew C Director / Officer M-Exempt A Common Stock 26,677 12.50 333.5K 269,015 D
2024-11-06 Kornhaber Ari P Officer M-Exempt D Stock Options 8,892 12.50 111.2K 0 D
2024-11-06 Bader Eric S Officer M-Exempt D Stock Options 17,785 12.50 222.3K 0 D
2024-09-20 Waterhouse Kevin C Director M-Exempt D Stock Options 0 12.50 0 D
2024-07-26 Sagliocca Andrew C Director / Officer M-Exempt D Stock Options 10,000 12.50 125.0K 0
2024-07-26 Kornhaber Ari P Officer M-Exempt A Common Stock 10,000 12.50 125.0K 104,685
2024-07-26 Bader Eric S Officer M-Exempt D Stock Options 6,550 12.50 81.9K 0
2024-06-17 ZISES SELIG Director S-Sale D Common Stock 1,000 45.90 45.9K 108,533
2024-05-23 ZISES SELIG Director S-Sale D Common Stock 1,000 47.37 47.4K 113,033
2024-05-22 ZISES SELIG Director S-Sale D Common Stock 1,000 47.80 47.8K 119,033
2024-03-05 ZISES SELIG Director S-Sale D Common Stock 1,000 49.90 49.9K 129,033
2024-03-04 ZISES SELIG Director S-Sale D Common Stock 1,000 49.25 49.2K 135,033
2024-01-30 Coelho Anthony Director G-Gift D Common Stock 2,333 0.00 26,703
2024-01-23 Sagliocca Andrew C Director / Officer F-InKind D Common Stock 1,915 49.31 94.4K 234,446
2024-01-23 Kornhaber Ari P Officer F-InKind D Common Stock 739 49.31 36.4K 94,685
2024-01-23 Bader Eric S Officer F-InKind D Common Stock 1,031 49.31 50.8K 104,632
2024-01-09 Powers Richard T Director G-Gift D Common Stock 125 0.00 58,883
2024-01-08 Powers Richard T Director G-Gift D Common Stock 375 0.00 59,008
2024-01-03 Nigam Rena Director D Common Stock 0 0.00 200
2023-12-19 Sagliocca Andrew C Director / Officer F-InKind D Common Stock 3,906 49.71 194.2K 236,361
2023-12-19 Kornhaber Ari P Officer F-InKind D Common Stock 2,132 49.71 106.0K 95,424
2023-12-19 Korn Martin S. Officer Stock Options 4,000 42.30 169.2K 0 D
2023-12-19 Bader Eric S Officer F-InKind D Common Stock 2,765 49.71 137.4K 105,663
2023-12-15 ZISES SELIG Director A-Award A Common Stock 1,656 0.00 13,936
2023-12-15 Waterhouse Kevin C Director A-Award A Common Stock 1,656 0.00 79,406
2023-12-15 Sagliocca Andrew C Director / Officer A-Award A Common Stock 27,000 0.00 240,267
2023-12-15 Powers Richard T Director A-Award A Common Stock 1,656 0.00 59,383
2023-12-15 Mitzman Robert Director A-Award A Common Stock 1,656 0.00 98,668
2023-12-15 Melohn Joseph Director A-Award A Common Stock 1,656 0.00 2,656
2023-12-15 Lacapria Michael Officer A-Award A Stock Options 2,500 48.32 120.8K 2,500
2023-12-15 Kornhaber Ari P Officer A-Award A Common Stock 15,000 0.00 97,556
2023-12-15 Deutsch Todd Director A-Award A Common Stock 1,656 0.00 53,006
2023-12-15 Coelho Anthony Director A-Award A Common Stock 4,036 0.00 29,036
2023-12-15 Bader Eric S Officer A-Award A Common Stock 13,500 0.00 108,428
2023-12-14 Powers Richard T Director S-Sale D Common Stock 950 50.16 47.6K 57,727
2023-12-10 Sagliocca Andrew C Director / Officer F-InKind D Common Stock 3,605 47.27 170.4K 213,267
2023-12-10 Kornhaber Ari P Officer F-InKind D Common Stock 1,218 47.27 57.6K 82,556
2023-12-10 Bader Eric S Officer F-InKind D Common Stock 2,453 47.27 116.0K 94,928
2023-12-05 Powers Richard T Director G-Gift D Common Stock 250 0.00 58,927
2023-11-09 ZISES SELIG Director S-Sale D Common Stock 500 46.62 23.3K 70,098
2023-11-08 ZISES SELIG Director S-Sale D Common Stock 403 47.31 19.1K 71,098
2023-10-16 Powers Richard T Director M-Exempt A Common Stock 1,278 12.50 16.0K 59,528
2023-09-12 ZISES SELIG Director S-Sale D Common Stock 1,000 46.55 46.6K 72,501
2023-09-11 ZISES SELIG Director S-Sale D Common Stock 1,000 47.20 47.2K 75,501
2023-08-21 ZISES SELIG Director S-Sale D Common Stock 1,500 47.80 71.7K 150,033
2023-06-07 ZISES SELIG Director M-Exempt A Common Stock 1,500 24.90 37.4K 13,109
2023-05-22 ZISES SELIG Director S-Sale D Common Stock 2,000 42.35 84.7K 154,033
2023-05-19 ZISES SELIG Director S-Sale D Common Stock 628 41.99 26.4K 162,033
2023-05-18 ZISES SELIG Director S-Sale D Common Stock 2,000 42.25 84.5K 170,033
2023-03-15 Lacapria Michael Officer P-Purchase A Common Stock 1,500 37.50 56.3K 1,500
2023-02-27 ZISES SELIG Director S-Sale D Common Stock 700 45.57 31.9K 78,801
2023-01-23 Sagliocca Andrew C Director / Officer F-InKind D Common Stock 1,931 41.22 79.6K 216,872
2023-01-23 Kornhaber Ari P Officer F-InKind D Common Stock 741 41.22 30.5K 83,774
2023-01-23 Bader Eric S Officer F-InKind D Common Stock 1,034 41.22 42.6K 97,381
2022-12-19 ZISES SELIG Director A-Award A Common Stock 1,750 0.00 184,783
2022-12-19 Waterhouse Kevin C Director A-Award A Common Stock 1,750 0.00 77,750
2022-12-19 Sagliocca Andrew C Officer A-Award A Common Stock 25,000 0.00 218,803
2022-12-19 Powers Richard T Director A-Award A Common Stock 1,750 0.00 58,250
2022-12-19 Mitzman Robert Director A-Award A Common Stock 1,750 0.00 97,012
2022-12-19 Melohn Joseph Director I Common Stock 0 0.00 425
2022-12-19 Lacapria Michael Officer A-Award A Stock Options 2,500 0.00 2,500
2022-12-19 Kornhaber Ari P Officer A-Award A Common Stock 12,500 0.00 84,515
2022-12-19 Herman Russ M Director A-Award A Stock Options 1,500 0.00 1,500
2022-12-19 Grossman Marc D Director A-Award A Stock Options 1,500 0.00 1,500
2022-12-19 Deutsch Todd Director A-Award A Common Stock 1,750 0.00 51,350
2022-12-19 Coelho Anthony Director A-Award A Common Stock 5,000 0.00 25,000
2022-12-19 Bader Eric S Officer A-Award A Common Stock 12,500 0.00 98,415
2022-12-10 Sagliocca Andrew C Officer F-InKind D Common Stock 3,524 42.25 148.9K 193,884
2022-12-10 Kornhaber Ari P Officer F-InKind D Common Stock 1,177 42.25 49.7K 72,056
2022-12-10 Bader Eric S Officer F-InKind D Common Stock 1,803 42.25 76.2K 85,915
2022-12-09 Korn Martin S. Officer Stock Options 5,000 31.04 155.2K 0 D
2022-11-17 ZISES SELIG Director S-Sale D Common Stock 700 43.42 30.4K 82,301
2022-11-11 ZISES SELIG Director S-Sale D Common Stock 500 45.23 22.6K 83,001
2022-11-09 ZISES SELIG Director S-Sale D Common Stock 500 43.58 21.8K 84,131
2022-11-08 ZISES SELIG Director S-Sale D Common Stock 100 45.05 4.5K 87,001
2022-10-27 Tandon Parag Officer M-Exempt A Common Stock 2,000 19.25 38.5K 6,500
2022-08-30 ZISES SELIG Director S-Sale D Common Stock 500 37.30 18.6K 89,501
2022-08-29 ZISES SELIG Director S-Sale D Common Stock 600 37.93 22.8K 90,501
2022-08-26 ZISES SELIG Director S-Sale D Common Stock 600 38.31 23.0K 96,101
2022-08-25 ZISES SELIG Director S-Sale D Common Stock 500 39.09 19.5K 98,801
2022-08-24 ZISES SELIG Director S-Sale D Common Stock 460 39.70 18.3K 101,201
2022-08-23 ZISES SELIG Director S-Sale D Common Stock 300 38.80 11.6K 100,201
2022-08-16 Powers Richard T Director M-Exempt A Common Stock 500 12.50 6.3K 56,500
2022-07-28 Melohn Joseph Director I Common Stock 0 0.00 425
2022-05-18 ZISES SELIG Director G-Gift D Common Stock 1,000 0.00 183,033
2022-02-18 ZISES SELIG Director G-Gift D Common Stock 1,525 0.00 184,033
2022-01-23 Kornhaber Ari P Officer F-InKind D Common Stock 742 33.44 24.8K 73,233
2022-01-23 Bader Eric S Officer F-InKind D Common Stock 1,034 33.44 34.6K 87,718
2021-12-16 Korn Martin S. Officer Stock Options 6,500 20.85 135.5K 0 D
2021-12-09 ZISES SELIG Director A-Award A Common Stock 1,500 0.00 185,558
2021-12-09 Waterhouse Kevin C Director A-Award A Stock Options 1,750 31.04 54.3K 1,750
2021-12-09 Tandon Parag Officer A-Award A Stock Options 1,200 31.04 37.2K 1,200
2021-12-09 Sagliocca Andrew C Director / Officer A-Award A Common Stock 30,450 0.00 197,408
2021-12-09 Powers Richard T Director A-Award A Common Stock 1,500 0.00 56,000
2021-12-09 Mitzman Robert Director A-Award A Common Stock 1,500 0.00 95,262
2021-12-09 Lacapria Michael Officer A-Award A Stock Options 2,500 31.04 77.6K 2,500
2021-12-09 Kornhaber Ari P Officer A-Award A Common Stock 15,225 0.00 73,975
2021-12-09 Herman Russ M Director A-Award A Stock Options 1,750 31.04 54.3K 1,750
2021-12-09 HILL JANET Director A-Award A Common Stock 1,500 0.00 11,980
2021-12-09 Grossman Marc D Director A-Award A Stock Options 1,750 31.04 54.3K 1,750
2021-12-09 Deutsch Todd Director A-Award A Stock Options 1,750 31.04 54.3K 1,750
2021-12-09 Coelho Anthony Director A-Award A Common Stock 4,500 0.00 20,000
2021-12-09 Bader Eric S Officer A-Award A Common Stock 15,225 0.00 88,752
2021-08-02 ZISES SELIG Director M-Exempt A Common Stock 34,681 12.50 433.5K 202,121
2021-03-15 Herman Russ M Director F-InKind D Common Stock 8,100 24.69 200.0K 69,396
2021-02-04 Waterhouse Kevin C Director P-Purchase A Common Stock 1,108 22.15 24.5K 76,000
2020-12-16 ZISES SELIG Director A-Award A Common Stock 2,000 0.00 167,440
2020-12-16 Waterhouse Kevin C Director A-Award A Stock Options 2,000 20.85 41.7K 2,000
2020-12-16 Tandon Parag Officer A-Award A Stock Options 750 20.85 15.6K 750
2020-12-16 Sagliocca Andrew C Director / Officer A-Award A Common Stock 34,000 0.00 166,958
2020-12-16 Powers Richard T Director A-Award A Common Stock 2,000 0.00 54,500
2020-12-16 Mitzman Robert Director A-Award A Common Stock 2,000 0.00 93,762
2020-12-16 Lacapria Michael Officer A-Award A Stock Options 2,500 20.85 52.1K 2,500
2020-12-16 Kornhaber Ari P Officer A-Award A Common Stock 17,000 0.00 58,750

Executive team

Top executives
EBIT / Employee
496.5K
Shares Outstanding
8.64M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Andrew C. Sagliocca Vice Chairman, Chief Executive Officer and President 825.0K 1.50M 1.28M 167.8K 3.77M 39.83%
2 2025 Ari P. Kornhaber Executive Vice President, Head of Corporate Development 625.0K 953.4K 756.0K 122.4K 2.46M 38.80%
3 2025 Eric S. Bader Executive Vice President and Chief Operating Officer 625.0K 751.8K 609.0K 123.1K 2.11M 35.65%
4 2025 Martin S. Korn Executive Vice President, Chief Technology & Operations Officer 540.0K 340.0K 265.6K 80.0K 106.4K 1.33M 25.95%
5 2025 Michael Lacapria Senior Vice President and Chief Financial Officer 435.0K 157.5K 196.0K 15.4K 803.9K 19.60%
6 2024 Andrew C. Sagliocca Vice Chairman, Chief Executive Officer and President 725.0K 1.01M 106.5K 1.84M 0.00%
7 2024 Ari P. Kornhaber Executive Vice President, Head of Corporate Development 600.0K 654.0K 91.9K 1.35M 0.00%
8 2024 Eric S. Bader Executive Vice President and Chief Operating Officer 600.0K 527.0K 81.5K 1.21M 0.00%
9 2023 Andrew C. Sagliocca Vice Chairman, Chief Executive Officer and President 700.0K 1.00M 1.30M 72.3K 3.08M 42.40%
10 2023 Ari P. Kornhaber Executive Vice President, Head of Corporate Development 575.0K 650.0K 724.8K 68.7K 2.02M 35.91%
11 2023 Eric S. Bader Executive Vice President and Chief Operating Officer 575.0K 500.0K 652.3K 63.0K 1.79M 36.44%
12 2022 Andrew C. Sagliocca Vice Chairman, Chief Executive Officer and President 672.4K 750.0K 1.06M 54.1K 2.53M 41.73%
13 2022 Andrew C. Sagliocca Director, President and Chief Executive Officer 672.4K 750.0K 1.06M 54.1K 2.53M 41.73%
14 2022 Ari P. Kornhaber Executive Vice President, Head of Corporate Development 550.0K 375.0K 528.8K 51.9K 1.51M 35.12%
15 2022 Eric S. Bader Executive Vice President, Chief Operating Officer and Corporate Secretary 550.0K 375.0K 528.8K 51.9K 1.51M 35.12%
16 2022 Eric S. Bader Executive Vice President and Chief Operating Officer 550.0K 375.0K 528.8K 51.9K 1.51M 35.12%
17 2021 Andrew C. Sagliocca Director, President and Chief Executive Officer 625.0K 625.0K 945.2K 49.3K 2.24M 42.11%
18 2021 Ari P. Kornhaber Executive Vice President and Head of Corporate Development 500.0K 312.5K 472.6K 48.0K 1.33M 35.45%
19 2021 Ari P. Kornhaber Executive Vice President, Head of Corporate Development 500.0K 312.5K 472.6K 48.0K 1.33M 35.45%
20 2021 Eric S. Bader Executive Vice President, Chief Operating Officer and Corporate Secretary 500.0K 312.5K 472.6K 47.6K 1.33M 35.46%
21 2020 Andrew C. Sagliocca Director, President and Chief Executive Officer 600.1K 400.0K 708.9K 47.6K 1.76M 40.36%
22 2020 Eric S. Bader Executive Vice President, Chief Operating Officer and Corporate Secretary 475.1K 225.0K 354.5K 45.7K 1.10M 32.21%
23 2020 Ari P. Kornhaber Executive Vice President and Director of Sales 475.1K 225.0K 354.5K 40.2K 1.09M 32.38%
24 2020 Ari P. Kornhaber Executive Vice President and Head of Corporate Development 475.1K 225.0K 354.5K 40.2K 1.09M 32.38%
25 2019 Andrew C. Sagliocca Director, President and Chief Executive Officer 575.0K 475.0K 828.8K 45.4K 1.92M 43.07%
26 2019 Eric S. Bader Executive Vice President, Chief Operating Officer and Corporate Secretary 450.0K 275.0K 414.4K 44.0K 1.18M 35.02%
27 2019 Ari P. Kornhaber Executive Vice President and Director of Sales 450.0K 275.0K 414.4K 35.9K 1.18M 35.26%
28 2018 Andrew C. Sagliocca Director, President and Chief Executive Officer 525.0K 400.0K 747.0K 42.5K 1.71M 43.57%
29 2018 Eric S. Bader Executive Vice President, Chief Operating Officer and Corporate Secretary 425.0K 200.0K 373.5K 35.6K 1.03M 36.12%
30 2018 Ari P. Kornhaber Executive Vice President and Director of Sales 425.0K 200.0K 373.5K 33.7K 1.03M 36.18%
31 2018 Dennis Shields Former Executive Chairman 323.1K 500.0K 6.9K 830.0K 0.00%
32 2017 Andrew C. Sagliocca Director, President and Chief Executive Officer 475.1K 225.0K 288.8K 38.9K 1.03M 28.10%
33 2017 Dennis Shields Former Executive Chairman 475.0K 225.0K 288.8K 9.9K 998.7K 28.91%
34 2017 Dennis Shields Executive Chairman 475.0K 225.0K 288.8K 9.9K 998.7K 28.91%
35 2017 Eric S. Bader Executive Vice President, Chief Financial Officer, Treasurer and Corporate Secretary 400.1K 150.0K 144.4K 29.4K 723.8K 19.95%
36 2017 Eric S. Bader Executive Vice President, Chief Operating Officer and Corporate Secretary 400.1K 150.0K 144.4K 29.4K 723.8K 19.95%
37 2017 Ari P. Kornhaber Executive Vice President and Director of Sales 400.1K 150.0K 144.4K 29.4K 723.8K 19.95%
38 2016 Dennis Shields Executive Chairman 445.1K 100.0K 366.4K 6.6K 918.1K 39.91%
39 2016 Andrew C. Sagliocca Director, President and Chief Executive Officer 426.0K 100.0K 210.3K 35.1K 771.4K 27.26%
40 2016 Ari P. Kornhaber Executive Vice President and Director of Sales 363.1K 100.0K 105.1K 51.8K 620.0K 16.96%
41 2016 Eric S. Bader Executive Vice President, Chief Financial Officer, Treasurer and Corporate Secretary 363.1K 100.0K 105.1K 26.8K 595.0K 17.67%
42 2015 Dennis Shields Executive Chairman 233.7K 100.0K 465.3K 114.00 799.0K 58.23%
43 2015 Andrew C. Sagliocca Director, President and Chief Executive Officer 311.5K 100.0K 87.2K 25.4K 524.1K 16.64%
44 2015 Eric S. Bader Executive Vice President, Chief Financial Officer, Treasurer and Corporate Secretary 311.5K 75.0K 58.2K 20.1K 464.8K 12.51%
45 2015 Ari P. Kornhaber Executive Vice President and Director of Sales 311.5K 29.1K 120.1K 460.7K 6.31%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEF 14A
2025-04-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-28 8-K
2026-05-11 10-Q
2026-05-07 424B3
2026-05-06 EFFECT
2026-05-04 S-4/A
2026-05-01 3
2026-04-30 DEF 14A
2026-04-30 ARS
2026-04-30 8-K
2026-04-23 8-K

Executive team

NameTitleCompensationGender
Andrew C. Sagliocca Vice Chairman, Chief Executive Officer & President 2M male
Ari Kornhaber Founder, Executive Vice President & Head of Corporate Development 2M male
Eric S. Bader Executive Vice President & Chief Operating Officer 1M male
Martin Korn Executive VP, CTO & COO 986.4K male
Michael Lacapria Senior Vice President & Chief Financial Officer 646.4K male
Gary A. Lax Senior Vice President, Chief Legal Officer & Corporate Secretary male
Kyall Mai Senior Vice President & Chief Innovation Officer
Raul Guisado MD & Senior Business Development Officers of West Coast Region male
Andrew T. Cohen Senior Vice President & Chief Administrative Officer of Merchant Services male
Ann Marie Tarantino Senior Vice President, Chief Compliance Officer & Risk Officer
Frank Lonardo Executive VP & Chief Credit Officer male
Fred Horn Senior Vice President & Director of Merchant Services male
ESG Rating
B
BANKS - REGIONAL
Rank: 141 out of 431
2026
E (Environmental)
75.7 / 64.3
Company / Sector avg.
S (Social)
73.6 / 76.5
Company / Sector avg.
G (Governance)
83.5 / 75.5
Company / Sector avg.
ESG Total
77.6 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

Dividend history

Earnings history

Earnings reports

Stock splits