FB Financial Corporation (FBK)
Nashville, TN, US
FB Financial Corporation functions as the parent entity for FirstBank, offering an extensive array of commercial and consumer banking solutions tailored for businesses, professionals, and individual clients. The company organizes its activities into two primary divisions: Banking and Mortgage. Its deposit offerings include checking, demand, money market, savings accounts, time deposits, and certificates of deposit. For lending, FB Financial provides a wide range of products for corporate, commercial, and consumer customers, such as financing for owner-occupied and investment commercial real estate, residential mortgages for single-family to four-family homes and multi-family units, commercial and industrial loans, construction financing, land acquisition, and land development loans. Consumer credit options feature residential lines of credit, loans for vehicles (cars, boats, and other recreational vehicles), manufactured homes (excluding land), and personal lines of credit. Additionally, the company engages in mortgage origination and delivers mortgage banking services through its branch network across the southeastern U.S. and via its digital platforms. Further services include trust, insurance, investment advisory, and modern online and mobile banking capabilities. As of December 31, 2021, FB Financial maintained a physical presence with 82 full-service and 9 limited-service bank branches across Tennessee, Northern Alabama, Southern Kentucky, and Northern Georgia, in addition to 23 mortgage offices situated throughout the southeastern United States. The company, which originated in 1906, was formerly known as First South Bancorp, Inc., before adopting the name FB Financial Corporation in 2016, and its headquarters are located in Nashville, Tennessee.
Based on only 2 articles — low confidence
- FB Financial (FBK) Earnings Expected to Grow: Should You Buy? Zacks Investment Research
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| Franklin | FSB | 2020-03-26 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.70% | -0.11% | -2.55% | -3.66% | -5.67% | -5.57% | +20.71% | +91.11% | +25.24% | +153.93% | +153.93% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 5 | 0 |
| Hold | 0 | -2 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
65.00
+10.1%
|
| Last Year | 4 |
64.75
+9.7%
|
| All Time | 10 |
54.70
-7.3%
|
-
Revenue growth+14.5% Q2'26: +18.5% (vs Q2'25)
-
EPS growth-3.2% Q2'26: +1,709.5% (vs Q2'25)
-
FCF margin— Q2'26: +16.7% (vs Q2'25)
-
EBIT margin— Q2'26: +0.0% (vs Q2'25)
-
ROIC— Q2'26: +0.0% (vs Q2'25)
-
Share dilution+13.3% Q2'26: +11.9% (vs Q2'25)
-
Debt / EBITDA—
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 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 4 Rev. Ana. 6 EPS Ana. |
Dec 2027 5 Rev. Ana. 6 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
265.18M
est: 253.73M (+4.5%)
|
311.19M
est: 292.03M (+6.6%)
|
370.21M
est: 341.46M (+8.4%)
|
417.93M
est: 357.85M (+16.8%)
|
616.50M
est: 556.44M (+10.8%)
|
613.25M
est: 571.08M (+7.4%)
|
596.35M
est: 539.84M (+10.5%)
|
748.98M
est: 454.94M (+64.6%)
|
766.78M
est: 512.52M (+49.6%)
|
877.84M
est: 610.17M (+43.9%)
|
717.03M
702.68M – 731.38M
+17.5% YoY
|
768.46M
737.68M – 799.23M
+7.2% YoY
|
| EBITDA |
76.77M
est: 65.64M (+17.0%)
|
79.80M
est: 80.91M (-1.4%)
|
113.37M
est: 155.17M (-26.9%)
|
119.05M
est: 164.70M (-27.7%)
|
95.32M
est: 134.81M (-29.3%)
|
256.94M
est: 236.21M (+8.8%)
|
172.18M
est: 215.25M (-20.0%)
|
165.13M
est: 119.25M (+38.5%)
|
161.58M
est: 134.34M (+20.3%)
|
150.70M
est: 159.93M (-5.8%)
|
187.95M
184.18M – 191.71M
+17.5% YoY
|
201.42M
193.36M – 209.49M
+7.2% YoY
|
| EBIT |
62.32M
est: 60.37M (+3.2%)
|
73.49M
est: 69.48M (+5.8%)
|
105.85M
est: 81.24M (+30.3%)
|
109.54M
est: 85.14M (+28.7%)
|
82.46M
est: 132.39M (-37.7%)
|
243.05M
est: 135.87M (+78.9%)
|
159.57M
est: 128.44M (+24.2%)
|
150.29M
est: 110.43M (+36.1%)
|
146.67M
est: 124.40M (+17.9%)
|
138.52M
est: 148.11M (-6.5%)
|
174.05M
170.56M – 177.53M
+17.5% YoY
|
186.53M
179.06M – 194.00M
+7.2% YoY
|
| Net Income |
40.59M
est: 101.67M (-60.1%)
|
52.40M
est: 44.41M (+18.0%)
|
80.24M
est: 83.27M (-3.6%)
|
83.81M
est: 78.52M (+6.7%)
|
63.62M
est: 40.91M (+55.5%)
|
190.29M
est: 152.44M (+24.8%)
|
124.56M
est: 137.84M (-9.6%)
|
120.22M
est: 131.89M (-8.8%)
|
116.04M
est: 180.28M (-35.6%)
|
122.62M
est: 205.74M (-40.4%)
|
247.80M
241.42M – 254.18M
+20.4% YoY
|
256.82M
253.26M – 280.11M
+3.6% YoY
|
| SGA |
127.47M
est: 87.69M (+45.4%)
|
142.96M
est: 126.16M (+13.3%)
|
150.03M
est: 167.94M (-10.7%)
|
161.22M
est: 162.39M (-0.7%)
|
243.83M
est: 335.47M (-27.3%)
|
262.24M
est: 219.89M (+19.3%)
|
222.70M
est: 250.56M (-11.1%)
|
211.71M
est: 146.73M (+44.3%)
|
190.82M
est: 165.30M (+15.4%)
|
245.81M
est: 196.79M (+24.9%)
|
231.26M
226.63M – 235.88M
+17.5% YoY
|
247.84M
237.91M – 257.77M
+7.2% YoY
|
| EPS |
2.12
est: 2.17 (-2.3%)
|
1.90
est: 2.04 (-6.9%)
|
2.62
est: 2.68 (-2.3%)
|
2.70
est: 2.79 (-3.3%)
|
1.69
est: 3.28 (-48.4%)
|
4.01
est: 3.69 (+8.7%)
|
2.64
est: 2.85 (-7.3%)
|
2.57
est: 2.49 (+3.3%)
|
2.49
est: 3.39 (-26.5%)
|
2.41
est: 3.87 (-37.7%)
|
4.67
4.55 – 4.79
+20.7% YoY
|
5.05
4.77 – 5.28
+8.2% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-27 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-26 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-22 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-21 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-20 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-19 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-18 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-15 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-14 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-13 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-12 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-11 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-08 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-07 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-06 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-05 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-01 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-30 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-22 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-21 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-20 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-17 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-16 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2 | 17.18M | 71.30% | 17.18M | — | 17.18M | — | IN | United States | 2017-02-14 | ↗ |
| 2 | James W. Ayers | 10.66M | 22.40% | 10.66M | — | 10.66M | — | IN | United States | 2022-04-29 | ↗ |
| 3 | (1) BlackRock, Inc. | 5.50M | 11.50% | 5.43M | — | 5.50M | — | HC | Delaware | 2022-01-27 | ↗ |
| 4 | 85-4328500 | 4.83M | 10.30% | 1.52M | — | 4.83M | — | IA | Maryland | 2022-08-10 | ↗ |
| 5 | The Vanguard Group - 23-1945930 | 2.40M | 5.12% | — | 26.2K | 2.35M | 57.0K | IA | Pennsylvania | 2023-02-09 | ↗ |
| 6 | The Prudential Insurance Company of America | 1.18M | 5.56% | — | — | — | — | IC, IA | MARYLAND | 2017-02-07 | ↗ |
| 7 | Mendon Capital Advisors Corp. | 281.3K | 0.60% | — | 281.3K | — | — | IA | Delaware Corporation | 2021-02-12 | ↗ |
| 8 | RMB Capital Holdings, LLC | 281.3K | 0.60% | — | 281.3K | — | — | OO | Delaware Limited Liability Company | 2021-02-12 | ↗ |
| 9 | 52-0556948 | 102.9K | 0.20% | 3.5K | — | 102.9K | — | IA | Maryland | 2022-08-10 | ↗ |
| 10 | Iron Road Capital Partners LLC | — | 0.00% | — | — | — | — | CO | Delaware Limited Liability Company | 2021-02-12 | ↗ |
| 11 | RMB Capital Management, LLC | — | 0.00% | — | — | — | — | IA | Delaware Limited Liability Company | 2021-02-12 | ↗ |
| 12 | RMB Mendon Managers, LLC | — | 0.00% | — | — | — | — | OO | Delaware Limited Liability Company | 2021-02-12 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 5.99M -100.1K (-1.6%) | 334.37M -5.2M (-1.5%) | 11.29% -0.070 pp | 0.01% 0.000 pp | USD47.05 +18.6% | 6 qtrs — |
| 2 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.96M -340.4K (-7.9%) | 220.83M -18.7M (-7.8%) | 7.46% -0.558 pp | 0.14% -0.007 pp | USD38.09 +46.5% | 14 qtrs — |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.13M +3.1M (+1,690,485.4%) | 210.24M +210.2M (+2,038,652.4%) | 5.89% +5.892 pp | 0.13% +0.131 pp | USD55.80 +0.0% | 2 qtrs — |
| 4 | VANGUARD GROUP INC | 3.02M +60.4K (+2.0%) | 168.42M +3.5M (+2.2%) | 5.69% +0.171 pp | 0.00% +0.000 pp | USD36.48 +53.0% | 38 qtrs — |
| 5 | STATE STREET CORP | 2.21M -103.2K (-4.5%) | 123.15M -5.6M (-4.4%) | 4.16% -0.150 pp | 0.00% 0.000 pp | USD41.55 +34.3% | 37 qtrs — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1.97M -47.5K (-2.4%) | 110.07M -2.5M (-2.2%) | 3.72% -0.050 pp | 0.02% -0.001 pp | USD33.25 +67.8% | 33 qtrs — |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 1.73M +1.1M (+171.3%) | 96.51M +61.0M (+171.6%) | 3.26% +2.070 pp | 0.02% +0.011 pp | USD55.78 +0.0% | 2 qtrs — |
| 8 | WESTWOOD HOLDINGS GROUP INC | 1.24M +913.5K (+275.8%) | 69.45M +51.0M (+276.2%) | 2.35% +1.728 pp | 0.56% +0.433 pp | USD55.78 +0.0% | 2 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 975.3K -3.0K (-0.3%) | 54.43M -109.3K (-0.2%) | 1.84% +0.013 pp | 0.00% 0.000 pp | USD37.46 +49.0% | 37 qtrs — |
| 10 | LOOMIS SAYLES & CO L P | 974.7K +670.7K (+220.6%) | 54.39M +37.4M (+220.9%) | 1.84% +1.270 pp | 0.07% +0.045 pp | USD55.78 +0.0% | 2 qtrs — |
| 11 | DEPRINCE RACE & ZOLLO INC | 946.9K +73.7K (+8.4%) | 52.84M +4.2M (+8.6%) | 1.78% +0.156 pp | 1.01% +0.035 pp | USD55.74 +0.1% | 2 qtrs — |
| 12 | NORTH REEF CAPITAL MANAGEMENT LP | 892.7K +892.7K (+100.0%) | 49.81M +49.8M (+100.0%) | 1.68% +1.682 pp | 2.00% +2.005 pp | USD55.80 +0.0% | 1 qtrs NEW |
| 13 | BANK OF AMERICA CORP /DE/ | 752.1K -65.9K (-8.1%) | 41.97M -3.6M (-8.0%) | 1.42% -0.108 pp | 0.00% +0.000 pp | USD36.15 +54.4% | 37 qtrs — |
| 14 | FRONTIER CAPITAL MANAGEMENT CO LLC | 634.9K +161.4K (+34.1%) | 35.43M +9.0M (+34.2%) | 1.20% +0.313 pp | 0.38% +0.139 pp | USD55.76 +0.1% | 2 qtrs — |
| 15 | DAVIS ASSET MANAGEMENT, L.P. | 619.2K +— (+0.0%) | 34.55M +37.2K (+0.1%) | 1.17% +0.012 pp | 1.24% +0.009 pp | USD55.74 +0.1% | 2 qtrs — |
| 16 | GOLDMAN SACHS GROUP INC | 594.9K -69.1K (-10.4%) | 33.20M -3.8M (-10.3%) | 1.12% -0.117 pp | 0.00% -0.001 pp | USD39.54 +41.1% | 38 qtrs — |
| 17 | MORGAN STANLEY | 555.1K +126.7K (+29.6%) | 30.97M +7.1M (+29.7%) | 1.05% +0.247 pp | 0.00% +0.000 pp | USD43.76 +27.5% | 38 qtrs — |
| 18 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 483.2K +483.2K (+100.0%) | 26.96M +27.0M (+100.0%) | 0.91% +0.910 pp | 0.08% +0.075 pp | USD55.80 +0.0% | 1 qtrs NEW |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 480.5K +12.4K (+2.6%) | 26.81M +719.0K (+2.8%) | 0.91% +0.032 pp | 0.00% +0.000 pp | USD39.33 +41.9% | 37 qtrs — |
| 20 | JANUS HENDERSON GROUP PLC | 436.9K -126.4K (-22.4%) | 24.38M -7.0M (-22.4%) | 0.82% -0.227 pp | 0.01% -0.003 pp | USD34.97 +59.6% | 31 qtrs — |
| 21 | FMR LLC | 434.5K +82.6K (+23.5%) | 24.24M +4.6M (+23.6%) | 0.82% +0.163 pp | 0.00% +0.000 pp | USD51.79 +7.7% | 30 qtrs — |
| 22 | NORTHERN TRUST CORP | 426.8K -29.8K (-6.5%) | 23.82M -1.6M (-6.4%) | 0.80% -0.047 pp | 0.00% 0.000 pp | USD37.27 +49.7% | 37 qtrs — |
| 23 | FRANKLIN RESOURCES INC | 398.6K +126.1K (+46.3%) | 22.24M +7.1M (+46.4%) | 0.75% +0.243 pp | 0.01% +0.002 pp | USD54.51 +2.4% | 10 qtrs — |
| 24 | FEDERATED HERMES, INC. | 398.5K +45.5K (+12.9%) | 22.24M +2.6M (+13.0%) | 0.75% +0.093 pp | 0.04% +0.002 pp | USD48.24 +15.7% | 6 qtrs — |
| 25 | LEEWARD INVESTMENTS, LLC - MA | 369.5K -1.5K (-0.4%) | 20.62M -60.5K (-0.3%) | 0.70% +0.004 pp | 1.04% -0.013 pp | USD55.74 +0.1% | 2 qtrs — |
| 26 | CAPWEALTH ADVISORS, LLC | 346.0K +14.2K (+4.3%) | 19.31M +813.4K (+4.4%) | 0.65% +0.033 pp | 1.32% +0.051 pp | USD55.35 +0.8% | 22 qtrs — |
| 27 | SCHRODER INVESTMENT MANAGEMENT GROUP | 317.3K +82.3K (+35.0%) | 17.86M +4.8M (+36.7%) | 0.60% +0.160 pp | 0.01% +0.004 pp | USD55.76 +0.1% | 2 qtrs — |
| 28 | EARNEST PARTNERS LLC | 314.4K -12.4K (-3.8%) | 17.55M -674.9K (-3.7%) | 0.59% -0.017 pp | 0.08% -0.004 pp | USD35.47 +57.3% | 27 qtrs — |
| 29 | BANK OF NEW YORK MELLON CORP | 312.4K -18.9K (-5.7%) | 17.43M -1.0M (-5.6%) | 0.59% -0.029 pp | 0.00% -0.001 pp | USD35.05 +59.2% | 37 qtrs — |
| 30 | GW&K INVESTMENT MANAGEMENT, LLC | 290.5K +290.5K (+100.0%) | 16.21M +16.2M (+100.0%) | 0.55% +0.547 pp | 0.14% +0.140 pp | USD55.80 +0.0% | 1 qtrs NEW |
| 31 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 274.3K -28.5K (-9.4%) | 15.32M -1.6M (-9.3%) | 0.52% -0.048 pp | 1.22% -0.077 pp | USD38.75 +44.0% | 34 qtrs — |
| 32 | NEW YORK STATE COMMON RETIREMENT FUND | 266.5K -13.8K (-4.9%) | 14.87M -755.8K (-4.8%) | 0.50% -0.021 pp | 0.02% 0.000 pp | USD43.21 +29.1% | 36 qtrs — |
| 33 | AMERIPRISE FINANCIAL INC | 260.9K +27.2K (+11.6%) | 14.56M +1.5M (+11.8%) | 0.49% +0.056 pp | 0.00% +0.000 pp | USD37.00 +50.8% | 26 qtrs — |
| 34 | 12TH STREET ASSET MANAGEMENT COMPANY, LLC | 246.3K +34.9K (+16.5%) | 13.74M +2.0M (+16.6%) | 0.46% +0.070 pp | 2.26% +0.271 pp | USD42.08 +32.6% | 11 qtrs — |
| 35 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 228.2K -38.1K (-14.3%) | 12.74M -2.1M (-14.2%) | 0.43% -0.067 pp | 0.02% -0.003 pp | USD44.67 +24.9% | 17 qtrs — |
| 36 | UBS GROUP AG | 225.4K +40.4K (+21.8%) | 12.58M +2.3M (+22.0%) | 0.42% +0.080 pp | 0.00% +0.000 pp | USD49.12 +13.6% | 38 qtrs — |
| 37 | ENVESTNET ASSET MANAGEMENT INC | 210.2K -1.4K (-0.6%) | 11.73M -63.9K (-0.5%) | 0.40% +0.002 pp | 0.00% +0.000 pp | USD34.83 +60.2% | 27 qtrs — |
| 38 | PRINCIPAL FINANCIAL GROUP INC | 192.4K -10.4K (-5.1%) | 10.74M -566.8K (-5.0%) | 0.36% -0.016 pp | 0.01% 0.000 pp | USD33.40 +67.1% | 31 qtrs — |
| 39 | HEARTLAND ADVISORS INC | 187.5K -16.0K (-7.9%) | 10.46M -881.6K (-7.8%) | 0.35% -0.026 pp | 0.56% -0.036 pp | USD39.27 +42.1% | 9 qtrs — |
| 40 | RUSSELL INVESTMENTS GROUP, LTD. | 181.7K +4.1K (+2.3%) | 10.14M +241.9K (+2.4%) | 0.34% +0.011 pp | 0.01% 0.000 pp | USD53.59 +4.1% | 37 qtrs — |
| 41 | NUVEEN, LLC | 179.0K -87.5K (-32.8%) | 9.99M -4.9M (-32.8%) | 0.34% -0.160 pp | 0.00% -0.001 pp | USD51.90 +7.5% | 4 qtrs — |
| 42 | WELLS FARGO & COMPANY/MN | 172.9K +28.2K (+19.5%) | 9.65M +1.6M (+19.6%) | 0.33% +0.056 pp | 0.00% +0.000 pp | USD37.82 +47.5% | 37 qtrs — |
| 43 | KEYSTONE FINANCIAL GROUP, INC. | 160.9K -6.2K (-3.7%) | 8.98M -336.2K (-3.6%) | 0.30% -0.008 pp | 4.70% -0.548 pp | USD52.57 +6.1% | 3 qtrs — |
| 44 | OBERWEIS ASSET MANAGEMENT INC/ | 159.2K +35.7K (+28.9%) | 8.88M +2.0M (+29.0%) | 0.30% +0.070 pp | 0.32% +0.061 pp | USD49.06 +13.7% | 6 qtrs — |
| 45 | ALLIANCEBERNSTEIN L.P. | 154.4K -151.1K (-49.5%) | 8.61M -8.4M (-49.4%) | 0.29% -0.279 pp | 0.00% -0.003 pp | USD52.65 +6.0% | 35 qtrs — |
| 46 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 154.0K +154.0K (+100.0%) | 8.59M +8.6M (+100.0%) | 0.29% +0.290 pp | 0.09% +0.094 pp | USD55.80 +0.0% | 1 qtrs NEW |
| 47 | CITADEL ADVISORS LLC | 148.2K -21.8K (-12.8%) | 8.27M -1.2M (-12.8%) | 0.28% -0.038 pp | 0.00% 0.000 pp | USD50.15 +11.3% | 28 qtrs — |
| 48 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 139.6K -24.2K (-14.8%) | 7.79M -1.3M (-14.7%) | 0.26% -0.043 pp | 0.03% -0.007 pp | USD43.17 +29.3% | 22 qtrs — |
| 49 | BANC FUNDS CO LLC | 133.5K -45.0K (-25.2%) | 7.45M -2.5M (-25.1%) | 0.25% -0.081 pp | 1.47% -0.265 pp | USD55.74 +0.1% | 2 qtrs — |
| 50 | AQR CAPITAL MANAGEMENT LLC | 123.8K +534.0 (+0.4%) | 6.91M +37.2K (+0.5%) | 0.23% +0.003 pp | 0.00% -0.001 pp | USD43.14 +29.3% | 10 qtrs — |
| 51 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 120.9K -14.8K (-10.9%) | 6.74M -818.0K (-10.8%) | 0.23% -0.025 pp | 0.02% -0.002 pp | USD48.05 +16.1% | 9 qtrs — |
| 52 | RMB CAPITAL MANAGEMENT, LLC | 120.0K -25.0K (-17.2%) | 6.70M -1.4M (-17.1%) | 0.23% -0.044 pp | 0.12% -0.032 pp | USD44.35 +25.8% | 15 qtrs — |
| 53 | MENDON CAPITAL ADVISORS CORP | 120.0K +120.0K (+100.0%) | 6.70M +6.7M (+100.0%) | 0.23% +0.226 pp | 1.98% +1.983 pp | USD55.80 +0.0% | 1 qtrs NEW |
| 54 | SEI INVESTMENTS CO | 119.6K +27.4K (+29.7%) | 6.68M +1.5M (+29.9%) | 0.23% +0.053 pp | 0.01% +0.001 pp | USD45.83 +21.8% | 22 qtrs — |
| 55 | STRS OHIO | 119.0K +500.0 (+0.4%) | 6.64M +35.0K (+0.5%) | 0.22% +0.003 pp | 0.02% +0.001 pp | USD55.63 +0.3% | 3 qtrs — |
| 56 | PEREGRINE CAPITAL MANAGEMENT LLC | 113.1K -5.7K (-4.8%) | 6.31M -309.4K (-4.7%) | 0.21% -0.008 pp | 0.19% -0.006 pp | USD29.34 +90.2% | 24 qtrs — |
| 57 | PRIVATE CAPITAL MANAGEMENT, LLC | 112.2K -631.0 (-0.6%) | 6.26M -28.4K (-0.5%) | 0.21% +0.001 pp | 0.57% +0.012 pp | USD55.74 +0.1% | 2 qtrs — |
| 58 | AMERICAN CENTURY COMPANIES INC | 111.5K -6.1K (-5.2%) | 6.22M -335.3K (-5.1%) | 0.21% -0.009 pp | 0.00% 0.000 pp | USD39.25 +42.2% | 18 qtrs — |
| 59 | JPMORGAN CHASE & CO | 111.2K +8.3K (+8.0%) | 6.21M +467.5K (+8.1%) | 0.21% +0.018 pp | 0.00% +0.000 pp | USD48.89 +14.1% | 37 qtrs — |
| 60 | STIFEL FINANCIAL CORP | 109.2K -9.5K (-8.0%) | 6.09M -524.8K (-7.9%) | 0.21% -0.016 pp | 0.01% -0.001 pp | USD41.72 +33.7% | 24 qtrs — |
| 61 | RHUMBLINE ADVISERS | 108.9K -11.3K (-9.4%) | 6.07M -624.1K (-9.3%) | 0.21% -0.019 pp | 0.00% -0.001 pp | USD33.96 +64.3% | 35 qtrs — |
| 62 | STIEVEN CAPITAL ADVISORS, L.P. | 107.4K -300.0 (-0.3%) | 5.99M -10.3K (-0.2%) | 0.20% +0.002 pp | 1.11% -0.021 pp | USD55.74 +0.1% | 2 qtrs — |
| 63 | INVESCO LTD. | 105.8K -2.3K (-2.1%) | 5.90M -122.2K (-2.0%) | 0.20% -0.002 pp | 0.00% +0.000 pp | USD42.18 +32.3% | 32 qtrs — |
| 64 | LEGAL & GENERAL GROUP PLC | 98.0K -5.4K (-5.2%) | 5.47M -294.0K (-5.1%) | 0.18% -0.008 pp | 0.00% 0.000 pp | USD31.98 +74.5% | 37 qtrs — |
| 65 | HOMESTEAD ADVISERS CORP | 98.0K -26.4K (-21.2%) | 5.47M -1.5M (-21.1%) | 0.18% -0.047 pp | 0.14% -0.020 pp | USD27.92 +99.9% | 38 qtrs — |
| 66 | BARCLAYS PLC | 94.3K +193.0 (+0.2%) | 5.26M +845.1K (+19.1%) | 0.18% +0.002 pp | 0.00% +0.000 pp | USD41.75 +33.7% | 36 qtrs — |
| 67 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 93.7K -3.5K (-3.6%) | 5.23M -189.5K (-3.5%) | 0.18% -0.005 pp | 0.04% -0.002 pp | USD38.87 +43.6% | 19 qtrs — |
| 68 | BOOTHBAY FUND MANAGEMENT, LLC | 93.7K -47.6K (-33.7%) | 5.23M -2.6M (-33.6%) | 0.18% -0.087 pp | 0.08% -0.037 pp | USD55.74 +0.1% | 2 qtrs — |
| 69 | SWISS NATIONAL BANK | 84.4K +6.2K (+7.9%) | 4.71M +350.7K (+8.0%) | 0.16% +0.013 pp | 0.00% +0.000 pp | USD35.73 +56.2% | 35 qtrs — |
| 70 | JANE STREET GROUP, LLC | 83.1K +5.7K (+7.4%) | 4.64M +322.7K (+7.5%) | 0.16% +0.012 pp | 0.00% +0.000 pp | USD55.74 +0.1% | 2 qtrs — |
| 71 | JACOBS LEVY EQUITY MANAGEMENT, INC | 82.3K -37.1K (-31.1%) | 4.59M -2.1M (-31.0%) | 0.16% -0.068 pp | 0.02% -0.009 pp | USD40.24 +38.7% | 26 qtrs — |
| 72 | WAVERLY ADVISORS, LLC | 76.0K -155.0 (-0.2%) | 4.24M -4.1K (-0.1%) | 0.14% +0.001 pp | 0.03% -0.008 pp | USD55.74 +0.1% | 2 qtrs — |
| 73 | TWO SIGMA INVESTMENTS, LP | 73.5K -66.7K (-47.6%) | 4.10M -3.7M (-47.5%) | 0.14% -0.123 pp | 0.01% -0.006 pp | USD47.00 +18.7% | 7 qtrs — |
| 74 | DARK FOREST CAPITAL MANAGEMENT LP | 63.9K +24.4K (+61.9%) | 3.57M +1.8M (+99.5%) | 0.12% +0.047 pp | 0.16% +0.109 pp | USD49.43 +12.9% | 11 qtrs — |
| 75 | UBS ASSET MANAGEMENT AMERICAS INC | 63.6K +3.5K (+5.9%) | 3.55M +200.1K (+6.0%) | 0.12% +0.008 pp | 0.00% +0.000 pp | USD41.92 +33.1% | 38 qtrs — |
| 76 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 61.3K +29.4K (+92.2%) | 3.42M +1.6M (+92.4%) | 0.12% +0.056 pp | 0.01% +0.005 pp | USD49.42 +12.9% | 33 qtrs — |
| 77 | SALZHAUER MICHAEL | 58.7K +— (+0.0%) | 3.28M +3.5K (+0.1%) | 0.11% +0.001 pp | 1.34% -0.229 pp | USD38.64 +44.4% | 23 qtrs — |
| 78 | CITIGROUP INC | 53.2K -5.9K (-9.9%) | 2.97M -324.0K (-9.8%) | 0.10% -0.010 pp | 0.00% 0.000 pp | USD39.63 +40.8% | 37 qtrs — |
| 79 | TD ASSET MANAGEMENT INC | 51.4K +— (+0.0%) | 2.87M +3.1K (+0.1%) | 0.10% +0.001 pp | 0.00% +0.000 pp | USD38.94 +43.3% | 37 qtrs — |
| 80 | JACOBS ASSET MANAGEMENT, LLC | 50.0K -50.0K (-50.0%) | 2.79M -2.8M (-49.9%) | 0.09% -0.092 pp | 1.55% -1.497 pp | USD45.30 +23.2% | 3 qtrs — |
| 81 | RAFFERTY ASSET MANAGEMENT, LLC | 47.7K -17.4K (-26.7%) | 2.66M -966.5K (-26.7%) | 0.09% -0.032 pp | 0.01% -0.003 pp | USD46.03 +21.2% | 21 qtrs — |
| 82 | NEWEDGE ADVISORS, LLC | 47.3K +47.3K (+100.0%) | 2.64M +2.6M (+100.0%) | 0.09% +0.089 pp | 0.01% +0.010 pp | USD55.80 +0.0% | 3 qtrs — |
| 83 | CREATIVE PLANNING | 45.7K +1.2K (+2.7%) | 2.55M +69.7K (+2.8%) | 0.09% +0.003 pp | 0.00% 0.000 pp | USD41.26 +35.2% | 11 qtrs — |
| 84 | RAYMOND JAMES FINANCIAL INC | 41.3K -90.8K (-68.7%) | 2.31M -5.1M (-68.7%) | 0.08% -0.168 pp | 0.00% -0.002 pp | USD51.67 +8.0% | 5 qtrs — |
| 85 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 40.9K +6.1K (+17.5%) | 2.28M +342.8K (+17.7%) | 0.08% +0.012 pp | 0.00% +0.000 pp | USD35.08 +59.1% | 37 qtrs — |
| 86 | HARBOR ADVISORS LLC | 40.8K +— (+0.0%) | 2.28M +2.4K (+0.1%) | 0.08% +0.001 pp | 0.34% -0.009 pp | USD28.10 +98.6% | 37 qtrs — |
| 87 | ATRIA INVESTMENTS, INC | 40.0K +7.1K (+21.4%) | 2.23M +396.0K (+21.6%) | 0.08% +0.014 pp | 0.03% +0.004 pp | USD48.11 +16.0% | 7 qtrs — |
| 88 | PRICE T ROWE ASSOCIATES INC /MD/ | 39.5K +6.6K (+20.2%) | 2.20M +372.0K (+20.3%) | 0.07% +0.013 pp | 0.00% +0.000 pp | USD45.62 +22.3% | 38 qtrs — |
| 89 | JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 38.4K +— (+0.0%) | 2.14M +2.3K (+0.1%) | 0.07% +0.001 pp | 1.99% -0.071 pp | USD46.93 +18.9% | 6 qtrs — |
| 90 | CRESSET ASSET MANAGEMENT, LLC | 38.4K -183.0 (-0.5%) | 2.14M -7.9K (-0.4%) | 0.07% +0.000 pp | 0.01% 0.000 pp | USD31.66 +76.2% | 11 qtrs — |
| 91 | PMC FIG OPPORTUNITIES LLC | 38.0K -25.7K (-40.3%) | 2.12M -1.4M (-40.2%) | 0.07% -0.047 pp | 3.33% -2.020 pp | USD55.74 +0.1% | 2 qtrs — |
| 92 | PRUDENTIAL FINANCIAL INC | 37.9K -3.9K (-9.4%) | 2.12M -217.7K (-9.3%) | 0.07% -0.007 pp | 0.00% 0.000 pp | USD31.50 +77.1% | 22 qtrs — |
| 93 | CETERA INVESTMENT ADVISERS | 36.5K -2.5K (-6.5%) | 2.04M -138.6K (-6.4%) | 0.07% -0.004 pp | 0.00% 0.000 pp | USD55.74 +0.1% | 2 qtrs — |
| 94 | MARINER, LLC | 35.7K -3.0K (-7.6%) | 1.99M -163.2K (-7.6%) | 0.07% -0.005 pp | 0.00% 0.000 pp | USD39.38 +41.7% | 14 qtrs — |
| 95 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34.5K +34.5K (+100.0%) | 1.93M +1.9M (+100.0%) | 0.07% +0.065 pp | 0.00% +0.000 pp | USD55.80 +0.0% | 1 qtrs NEW |
| 96 | DEUTSCHE BANK AG\ | 34.2K -28.6K (-45.6%) | 1.91M -1.6M (-45.5%) | 0.06% -0.053 pp | 0.00% -0.001 pp | USD46.32 +20.5% | 37 qtrs — |
| 97 | ARTEMIS INVESTMENT MANAGEMENT LLP | 33.6K +33.6K (+100.0%) | 1.88M +1.9M (+100.0%) | 0.06% +0.063 pp | 0.02% +0.023 pp | USD55.80 +0.0% | 1 qtrs NEW |
| 98 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 33.6K +— (+0.0%) | 1.88M +8.0K (+0.4%) | 0.06% +0.001 pp | 0.00% +0.001 pp | USD34.99 +59.5% | 35 qtrs — |
| 99 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 33.2K +— (+0.0%) | 1.85M +2.0K (+0.1%) | 0.06% +0.001 pp | 0.08% -0.001 pp | USD45.30 +23.2% | 3 qtrs — |
| 100 | CERTUITY, LLC | 268.1K +35.0 (+0.0%) | 1.39M +3.2K (+0.2%) | 0.51% +0.005 pp | 0.09% -0.008 pp | USD55.02 +1.4% | 4 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR S&P Bank ETF KBE | 0.97% | 14.90M | 0.35% |
| 2 | Federated Hermes MDT Small Cap Core ETF FSCC | 0.86% | 1.41M | 0.51% |
| 3 | Invesco S&P SmallCap Low Volatility ETF XSLV | 0.74% | 1.81M | 0.25% |
| 4 | Invesco Zacks Multi-Asset Income ETF CVY | 0.69% | 835.5K | 1.22% |
| 5 | State Street SPDR S&P Regional Banking ETF KRE | 0.57% | 28.04M | 0.35% |
| 6 | Invesco S&P SmallCap Financials ETF PSCF | 0.49% | 133.2K | 0.29% |
| 7 | Fidelity Enhanced Small Cap ETF FESM | 0.30% | 17.34M | 0.28% |
| 8 | Timothy Plan US Small Cap Core ETF TPSC | 0.26% | 839.6K | 0.52% |
| 9 | First Trust Small Cap BuyWrite Income ETF FTKI | 0.21% | 53.9K | 0.86% |
| 10 | Inspire Small/Mid Cap ETF ISMD | 0.21% | 682.2K | 0.53% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-22 | Sullivan Melody J. | Director | A-Award | A | Common Stock | 1,329 | 0.00 | — | 34,920 | D | ↗ |
| 2026-05-22 | Smith J. Henry IV | Director | A-Award | A | Common Stock | 1,329 | 0.00 | — | 44,574 | D | ↗ |
| 2026-05-22 | Reynolds Emily J. | Director | A-Award | A | Common Stock | 1,329 | 0.00 | — | 22,644 | D | ↗ |
| 2026-05-22 | Pinson Charles Wright | Director | A-Award | A | Common Stock | 1,329 | 0.00 | — | 26,424 | D | ↗ |
| 2026-05-22 | Jubran Raja J. | Director | A-Award | A | Common Stock | 1,329 | 0.00 | — | 59,139 | D | ↗ |
| 2026-05-22 | JOHNSON R MILTON | Director | A-Award | A | Common Stock | 1,329 | 0.00 | — | 4,312 | D | ↗ |
| 2026-05-22 | INGRAM ORRIN H II | Director | A-Award | A | Common Stock | 1,329 | 0.00 | — | 95,040 | D | ↗ |
| 2026-05-22 | Exum James L. | Director | A-Award | A | Common Stock | 1,329 | 0.00 | — | 12,439 | D | ↗ |
| 2026-05-22 | Clark Agenia | Director | A-Award | A | Common Stock | 1,329 | 0.00 | — | 14,438 | D | ↗ |
| 2026-05-22 | CROSS JAMES W IV | Director | A-Award | A | Common Stock | 1,329 | 0.00 | — | 63,983 | D | ↗ |
| 2026-05-22 | CARPENTER WILLIAM F III | Director | A-Award | A | Common Stock | 1,329 | 0.00 | — | 28,711 | D | ↗ |
| 2026-05-22 | Ayers J. Jonathan | Director / 10% Owner | A-Award | A | Common Stock | 1,329 | 0.00 | — | 20,397 | D | ↗ |
| 2026-04-30 | Reynolds Emily J. | Director | A-Award | A | Common Stock | 278 | 54.07 | 15.0K | 21,315 | D | ↗ |
| 2026-04-30 | Pinson Charles Wright | Director | A-Award | A | Common Stock | 556 | 54.07 | 30.1K | 25,095 | D | ↗ |
| 2026-04-30 | INGRAM ORRIN H II | Director | A-Award | A | Common Stock | 278 | 54.07 | 15.0K | 93,711 | D | ↗ |
| 2026-04-30 | Clark Agenia | Director | A-Award | A | Common Stock | 139 | 54.07 | 7.5K | 13,109 | D | ↗ |
| 2026-04-30 | CARPENTER WILLIAM F III | Director | A-Award | A | Common Stock | 1,758 | 54.07 | 95.1K | 27,382 | D | ↗ |
| 2026-04-13 | Holmes Christopher T | Director / Officer | G-Gift | A | Common Stock | 38,619 | 0.00 | — | 72,272 | I | ↗ |
| 2026-04-01 | TANSIL SCOTT J. | Officer | F-InKind | D | Common Stock | 485 | 52.63 | 25.5K | 12,930 | D | ↗ |
| 2026-04-01 | SIMS BETH W | Officer | F-InKind | D | Common Stock | 695 | 52.63 | 36.6K | 27,169 | D | ↗ |
| 2026-04-01 | Mettee Michael M. | Officer | F-InKind | D | Common Stock | 1,938 | 52.63 | 102.0K | 49,721 | D | ↗ |
| 2026-04-01 | Holmes Christopher T | Director / Officer | F-InKind | D | Common Stock | 6,518 | 52.63 | 343.0K | 141,236 | D | ↗ |
| 2026-04-01 | Hamilton Aimee T | Officer | F-InKind | D | Common Stock | 761 | 52.63 | 40.1K | 15,067 | D | ↗ |
| 2026-04-01 | HICKMAN MARK | Officer | F-InKind | D | Common Stock | 401 | 52.63 | 21.1K | 17,951 | D | ↗ |
| 2026-02-27 | JOYCE LYNN J | Officer | — | — | Common Stock | 0 | 0.00 | — | 48,269 | D | ↗ |
| 2026-02-25 | TANSIL SCOTT J. | Officer | A-Award | A | Common Stock | 2,063 | 0.00 | — | 13,415 | D | ↗ |
| 2026-02-25 | SIMS BETH W | Officer | F-InKind | D | Common Stock | 1,468 | 58.18 | 85.4K | 25,973 | D | ↗ |
| 2026-02-25 | Peery Robert Wade | Officer | F-InKind | D | Common Stock | 1 | 58.18 | 58.18 | 51,707 | D | ↗ |
| 2026-02-25 | Mettee Michael M. | Officer | F-InKind | D | Common Stock | 2,309 | 58.18 | 134.3K | 47,533 | D | ↗ |
| 2026-02-25 | Holmes Christopher T | Director / Officer | F-InKind | D | Common Stock | 13,996 | 58.18 | 814.3K | 136,409 | D | ↗ |
| 2026-02-25 | Hamilton Aimee T | Officer | F-InKind | D | Common Stock | 1,323 | 58.18 | 77.0K | 13,937 | D | ↗ |
| 2026-02-25 | HICKMAN MARK | Officer | A-Award | A | Common Stock | 1,891 | 0.00 | — | 18,352 | D | ↗ |
| 2026-02-25 | Edmondson Travis K | Officer | A-Award | A | Common Stock | 7,870 | 0.00 | — | 48,780 | D | ↗ |
| 2026-01-30 | Pinson Charles Wright | Director | A-Award | A | Common Stock | 261 | 57.53 | 15.0K | 24,539 | D | ↗ |
| 2026-01-30 | INGRAM ORRIN H II | Director | A-Award | A | Common Stock | 261 | 57.53 | 15.0K | 93,433 | D | ↗ |
| 2026-01-30 | Clark Agenia | Director | A-Award | A | Common Stock | 131 | 57.53 | 7.5K | 12,970 | D | ↗ |
| 2026-01-30 | CARPENTER WILLIAM F III | Director | A-Award | A | Common Stock | 261 | 57.53 | 15.0K | 25,624 | D | ↗ |
| 2026-01-15 | McPherson James Austin | 10% Owner | S-Sale | D | Common Stock | 8,500 | 60.06 | 510.5K | 9,484 | D | ↗ |
| 2026-01-02 | SIMS BETH W | Officer | F-InKind | D | Common Stock | 593 | 56.12 | 33.3K | 21,459 | D | ↗ |
| 2025-12-31 | Peery Robert Wade | Officer | F-InKind | D | Common Stock | 4,865 | 55.80 | 271.5K | 51,707 | D | ↗ |
| 2025-12-11 | Clark Agenia | Director | S-Sale | D | Common Stock | 1,210 | 59.18 | 71.6K | 12,839 | D | ↗ |
| 2025-12-10 | Holmes Christopher T | Director / Officer | G-Gift | D | Common Stock | 400 | 0.00 | — | 33,653 | I | ↗ |
| 2025-10-31 | Pinson Charles Wright | Director | A-Award | A | Common Stock | 278 | 54.01 | 15.0K | 24,278 | D | ↗ |
| 2025-10-31 | INGRAM ORRIN H II | Director | A-Award | A | Common Stock | 278 | 54.01 | 15.0K | 93,172 | D | ↗ |
| 2025-10-31 | Clark Agenia | Director | A-Award | A | Common Stock | 139 | 54.01 | 7.5K | 15,394 | D | ↗ |
| 2025-10-31 | CARPENTER WILLIAM F III | Director | A-Award | A | Common Stock | 278 | 54.01 | 15.0K | 25,363 | D | ↗ |
| 2025-10-17 | Clark Agenia | Director | S-Sale | D | Common Stock | 1,345 | 52.18 | 70.2K | 14,049 | D | ↗ |
| 2025-10-01 | TANSIL SCOTT J. | Officer | A-Award | A | Common Stock | 1,786 | 0.00 | — | 11,352 | D | ↗ |
| 2025-10-01 | Mettee Michael M. | Officer | A-Award | A | Common Stock | 4,465 | 0.00 | — | 40,761 | D | ↗ |
| 2025-10-01 | HICKMAN MARK | Officer | F-InKind | D | Common Stock | 1,140 | 56.00 | 63.8K | 16,461 | D | ↗ |
| 2025-08-12 | Sullivan Melody J. | Director | G-Gift | D | Common Stock | 1,176 | 0.00 | — | 33,591 | D | ↗ |
| 2025-07-31 | Pinson Charles Wright | Director | A-Award | A | Common Stock | 308 | 48.76 | 15.0K | 24,000 | D | ↗ |
| 2025-07-31 | INGRAM ORRIN H II | Director | A-Award | A | Common Stock | 308 | 48.76 | 15.0K | 92,894 | D | ↗ |
| 2025-07-31 | Clark Agenia | Director | A-Award | A | Common Stock | 154 | 48.76 | 7.5K | 15,255 | D | ↗ |
| 2025-07-31 | CARPENTER WILLIAM F III | Director | A-Award | A | Common Stock | 308 | 48.76 | 15.0K | 25,085 | D | ↗ |
| 2025-07-02 | Smith J. Henry IV | Director | A-Award | A | Common Stock | 1,065 | 0.00 | — | 43,245 | D | ↗ |
| 2025-07-01 | Smith J. Henry IV | Director | A-Award | A | Common Stock | 42,180 | 36.37 | 1.53M | 42,180 | D | ↗ |
| 2025-07-01 | Pennington Jonathan Wade | Officer | F-InKind | D | Common Stock | 308 | 46.72 | 14.4K | 4,952 | D | ↗ |
| 2025-05-23 | Sullivan Melody J. | Director | A-Award | A | Common Stock | 1,376 | 0.00 | — | 34,767 | D | ↗ |
| 2025-05-23 | Reynolds Emily J. | Director | A-Award | A | Common Stock | 1,376 | 0.00 | — | 21,037 | D | ↗ |
| 2025-05-23 | Pinson Charles Wright | Director | A-Award | A | Common Stock | 1,376 | 0.00 | — | 23,692 | D | ↗ |
| 2025-05-23 | Jubran Raja J. | Director | A-Award | A | Common Stock | 1,376 | 0.00 | — | 48,663 | D | ↗ |
| 2025-05-23 | JOHNSON R MILTON | Director | A-Award | A | Common Stock | 1,376 | 0.00 | — | 2,983 | D | ↗ |
| 2025-05-23 | INGRAM ORRIN H II | Director | A-Award | A | Common Stock | 1,376 | 0.00 | — | 92,586 | D | ↗ |
| 2025-05-23 | Exum James L. | Director | A-Award | A | Common Stock | 1,376 | 0.00 | — | 11,110 | D | ↗ |
| 2025-05-23 | Clark Agenia | Director | A-Award | A | Common Stock | 1,376 | 0.00 | — | 15,101 | D | ↗ |
| 2025-05-23 | CROSS JAMES W IV | Director | A-Award | A | Common Stock | 1,376 | 0.00 | — | 62,654 | D | ↗ |
| 2025-05-23 | CARPENTER WILLIAM F III | Director | A-Award | A | Common Stock | 1,376 | 0.00 | — | 24,777 | D | ↗ |
| 2025-05-23 | Ayers J. Jonathan | Director / 10% Owner | A-Award | A | Common Stock | 1,376 | 0.00 | — | 19,068 | D | ↗ |
| 2025-04-30 | Reynolds Emily J. | Director | A-Award | A | Common Stock | 353 | 42.56 | 15.0K | 19,661 | D | ↗ |
| 2025-04-30 | Pinson Charles Wright | Director | A-Award | A | Common Stock | 471 | 42.56 | 20.0K | 22,316 | D | ↗ |
| 2025-04-30 | INGRAM ORRIN H II | Director | A-Award | A | Common Stock | 353 | 42.56 | 15.0K | 91,210 | D | ↗ |
| 2025-04-30 | Clark Agenia | Director | A-Award | A | Common Stock | 177 | 42.56 | 7.5K | 13,725 | D | ↗ |
| 2025-04-30 | CARPENTER WILLIAM F III | Director | A-Award | A | Common Stock | 1,998 | 42.56 | 85.0K | 23,401 | D | ↗ |
| 2025-04-29 | McPherson James Austin | 10% Owner | — | — | Common Stock | 0 | 0.00 | — | 10,931,841 | I | ↗ |
| 2025-04-29 | Estate of James W. Ayers | 10% Owner | — | — | Common Stock | 0 | 0.00 | — | 10,931,841 | D | ↗ |
| 2025-04-16 | CROSS JAMES W IV | Director | P-Purchase | A | Common Stock | 7,200 | 40.49 | 291.5K | 61,278 | D | ↗ |
| 2025-04-01 | TANSIL SCOTT J. | Officer | F-InKind | D | Common Stock | 320 | 46.14 | 14.8K | 9,566 | D | ↗ |
| 2025-04-01 | SIMS BETH W | Officer | F-InKind | D | Common Stock | 704 | 46.14 | 32.5K | 22,052 | D | ↗ |
| 2025-04-01 | Pennington Jonathan Wade | Officer | F-InKind | D | Common Stock | 143 | 46.14 | 6.6K | 5,260 | D | ↗ |
| 2025-04-01 | Peery Robert Wade | Officer | F-InKind | D | Common Stock | 1,393 | 46.14 | 64.3K | 56,572 | D | ↗ |
| 2025-04-01 | Mettee Michael M. | Officer | F-InKind | D | Common Stock | 1,132 | 46.14 | 52.2K | 36,296 | D | ↗ |
| 2025-04-01 | Holmes Christopher T | Director / Officer | F-InKind | D | Common Stock | 6,344 | 46.14 | 292.7K | 108,435 | D | ↗ |
| 2025-04-01 | Hamilton Aimee T | Officer | F-InKind | D | Common Stock | 511 | 46.14 | 23.6K | 10,469 | D | ↗ |
| 2025-04-01 | HICKMAN MARK | Officer | F-InKind | D | Common Stock | 233 | 46.14 | 10.8K | 17,601 | D | ↗ |
| 2025-04-01 | Edmondson Travis K | Officer | F-InKind | D | Common Stock | 1,096 | 46.14 | 50.6K | 40,910 | D | ↗ |
| 2025-03-04 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 48.51 | 97.0K | 10,931,841 | D | ↗ |
| 2025-02-26 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 48.93 | 97.9K | 10,929,841 | D | ↗ |
| 2025-02-24 | TANSIL SCOTT J. | Officer | A-Award | A | Common Stock | 2,028 | 0.00 | — | 9,886 | D | ↗ |
| 2025-02-24 | SIMS BETH W | Officer | A-Award | A | Common Stock | 2,054 | 0.00 | — | 21,243 | D | ↗ |
| 2025-02-24 | Pennington Jonathan Wade | Officer | A-Award | A | Common Stock | 1,267 | 0.00 | — | 5,403 | D | ↗ |
| 2025-02-24 | Peery Robert Wade | Officer | F-InKind | D | Common Stock | 632 | 49.33 | 31.2K | 54,721 | D | ↗ |
| 2025-02-24 | Mettee Michael M. | Officer | A-Award | A | Common Stock | 3,649 | 0.00 | — | 37,428 | D | ↗ |
| 2025-02-24 | Holmes Christopher T | Director / Officer | F-InKind | D | Common Stock | 4,008 | 49.33 | 197.7K | 101,399 | D | ↗ |
| 2025-02-24 | Hamilton Aimee T | Officer | A-Award | A | Common Stock | 3,244 | 0.00 | — | 10,980 | D | ↗ |
| 2025-02-24 | HICKMAN MARK | Officer | A-Award | A | Common Stock | 2,068 | 0.00 | — | 17,834 | D | ↗ |
| 2025-02-24 | Edmondson Travis K | Officer | A-Award | A | Common Stock | 2,433 | 0.00 | — | 42,006 | D | ↗ |
| 2025-02-12 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 51.83 | 103.7K | 10,927,841 | D | ↗ |
| 2025-02-10 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 52.58 | 105.2K | 10,925,841 | D | ↗ |
| 2025-02-07 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 52.90 | 105.8K | 10,923,841 | D | ↗ |
| 2025-02-03 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 52.07 | 104.1K | 10,921,841 | D | ↗ |
| 2025-01-31 | Pinson Charles Wright | Director | A-Award | A | Common Stock | 285 | 52.81 | 15.1K | 21,845 | D | ↗ |
| 2025-01-31 | INGRAM ORRIN H II | Director | A-Award | A | Common Stock | 285 | 52.81 | 15.1K | 90,857 | D | ↗ |
| 2025-01-31 | Clark Agenia | Director | A-Award | A | Common Stock | 143 | 52.81 | 7.6K | 13,548 | D | ↗ |
| 2025-01-31 | CARPENTER WILLIAM F III | Director | A-Award | A | Common Stock | 285 | 52.81 | 15.1K | 21,403 | D | ↗ |
| 2025-01-31 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 52.56 | 105.1K | 10,919,841 | D | ↗ |
| 2025-01-10 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 48.46 | 96.9K | 10,917,841 | D | ↗ |
| 2025-01-08 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 50.26 | 100.5K | 10,915,841 | D | ↗ |
| 2025-01-06 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 51.40 | 102.8K | 10,913,841 | D | ↗ |
| 2025-01-03 | SIMS BETH W | Officer | F-InKind | D | Common Stock | 593 | 51.44 | 30.5K | 19,189 | D | ↗ |
| 2025-01-03 | Peery Robert Wade | Officer | F-InKind | D | Common Stock | 890 | 51.44 | 45.8K | 52,759 | D | ↗ |
| 2025-01-03 | Hamilton Aimee T | Officer | F-InKind | D | Common Stock | 223 | 51.44 | 11.5K | 7,626 | D | ↗ |
| 2025-01-03 | Edmondson Travis K | Officer | F-InKind | D | Common Stock | 890 | 51.44 | 45.8K | 37,529 | D | ↗ |
| 2024-12-23 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 51.86 | 103.7K | 10,911,841 | D | ↗ |
| 2024-12-18 | Holmes Christopher T | Director / Officer | G-Gift | D | Common Stock | 400 | 0.00 | — | 34,053 | I | ↗ |
| 2024-11-11 | CROSS JAMES W IV | Director | S-Sale | D | Common Stock | 5,000 | 58.22 | 291.1K | 54,078 | D | ↗ |
| 2024-11-11 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 1,000 | 57.15 | 57.2K | 10,909,841 | D | ↗ |
| 2024-11-08 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 55.70 | 111.4K | 10,908,841 | D | ↗ |
| 2024-10-31 | Pinson Charles Wright | Director | A-Award | A | Common Stock | 305 | 0.00 | — | 21,560 | D | ↗ |
| 2024-10-31 | INGRAM ORRIN H II | Director | A-Award | A | Common Stock | 305 | 0.00 | — | 90,572 | D | ↗ |
| 2024-10-31 | Clark Agenia | Director | A-Award | A | Common Stock | 153 | 0.00 | — | 13,405 | D | ↗ |
| 2024-10-31 | CARPENTER WILLIAM F III | Director | A-Award | A | Common Stock | 305 | 0.00 | — | 21,118 | D | ↗ |
| 2024-10-30 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 500 | 51.00 | 25.5K | 10,906,841 | D | ↗ |
| 2024-10-29 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 49.74 | 99.5K | 10,906,341 | D | ↗ |
| 2024-10-28 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 50.29 | 100.6K | 10,904,341 | D | ↗ |
| 2024-10-25 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 48.13 | 96.3K | 10,902,341 | D | ↗ |
| 2024-10-24 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 48.17 | 96.3K | 10,900,341 | D | ↗ |
| 2024-10-23 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 48.43 | 96.9K | 10,898,341 | D | ↗ |
| 2024-10-22 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 48.23 | 96.5K | 10,896,341 | D | ↗ |
| 2024-10-21 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 48.17 | 96.3K | 10,894,341 | D | ↗ |
| 2024-10-18 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 1,500 | 49.58 | 74.4K | 10,892,341 | D | ↗ |
| 2024-10-17 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 49.89 | 99.8K | 10,890,841 | D | ↗ |
| 2024-10-16 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 50.78 | 101.6K | 10,888,841 | D | ↗ |
| 2024-10-01 | HICKMAN MARK | Officer | F-InKind | D | Common Stock | 1,140 | 45.15 | 51.5K | 15,766 | D | ↗ |
| 2024-07-31 | Pinson Charles Wright | Director | A-Award | A | Common Stock | 268 | 0.00 | — | 21,255 | — | ↗ |
| 2024-07-31 | INGRAM ORRIN H II | Director | A-Award | A | Common Stock | 268 | 0.00 | — | 90,267 | — | ↗ |
| 2024-07-31 | Clark Agenia | Director | A-Award | A | Common Stock | 134 | 0.00 | — | 13,252 | — | ↗ |
| 2024-07-31 | CARPENTER WILLIAM F III | Director | A-Award | A | Common Stock | 268 | 0.00 | — | 20,813 | — | ↗ |
| 2024-07-01 | Pennington Jonathan Wade | Officer | F-InKind | D | Common Stock | 308 | 38.64 | 11.9K | 4,136 | — | ↗ |
| 2024-05-24 | Sullivan Melody J. | Director | A-Award | A | Common Stock | 1,607 | 0.00 | — | 33,391 | — | ↗ |
| 2024-05-24 | Reynolds Emily J. | Director | A-Award | A | Common Stock | 1,607 | 0.00 | — | 19,308 | — | ↗ |
| 2024-05-24 | Pinson Charles Wright | Director | A-Award | A | Common Stock | 1,607 | 0.00 | — | 20,987 | — | ↗ |
| 2024-05-24 | Jubran Raja J. | Director | A-Award | A | Common Stock | 1,607 | 0.00 | — | 47,287 | — | ↗ |
| 2024-05-24 | JOHNSON R MILTON | Director | A-Award | A | Common Stock | 1,607 | 0.00 | — | 1,607 | — | ↗ |
| 2024-05-24 | INGRAM ORRIN H II | Director | A-Award | A | Common Stock | 1,607 | 0.00 | — | 89,999 | — | ↗ |
| 2024-05-24 | Exum James L. | Director | A-Award | A | Common Stock | 1,607 | 0.00 | — | 9,734 | — | ↗ |
| 2024-05-24 | Clark Agenia | Director | A-Award | A | Common Stock | 1,607 | 0.00 | — | 13,118 | — | ↗ |
| 2024-05-24 | CROSS JAMES W IV | Director | A-Award | A | Common Stock | 1,607 | 0.00 | — | 59,078 | — | ↗ |
| 2024-05-24 | CARPENTER WILLIAM F III | Director | A-Award | A | Common Stock | 1,607 | 0.00 | — | 20,545 | — | ↗ |
| 2024-05-24 | Ayers J. Jonathan | Director | A-Award | A | Common Stock | 1,607 | 0.00 | — | 17,692 | — | ↗ |
| 2024-04-30 | Reynolds Emily J. | Director | A-Award | A | Common Stock | 410 | 36.65 | 15.0K | 17,701 | — | ↗ |
| 2024-04-30 | Pinson Charles Wright | Director | A-Award | A | Common Stock | 342 | 36.65 | 12.5K | 19,380 | — | ↗ |
| 2024-04-30 | INGRAM ORRIN H II | Director | A-Award | A | Common Stock | 342 | 36.65 | 12.5K | 88,392 | — | ↗ |
| 2024-04-30 | Clark Agenia | Director | A-Award | A | Common Stock | 171 | 36.65 | 6.3K | 11,511 | — | ↗ |
| 2024-04-30 | CARPENTER WILLIAM F III | Director | A-Award | A | Common Stock | 1,707 | 36.65 | 62.6K | 18,938 | — | ↗ |
| 2024-04-03 | Holmes Christopher T | Director / Officer | W-Will | A | Common Stock | 2,500 | 0.00 | — | 89,189 | — | ↗ |
| 2024-04-01 | SIMS BETH W | Officer | F-InKind | D | Common Stock | 574 | 36.85 | 21.2K | 19,782 | — | ↗ |
| 2024-04-01 | Peery Robert Wade | Officer | F-InKind | D | Common Stock | 1,197 | 36.85 | 44.1K | 53,649 | — | ↗ |
| 2024-04-01 | Mettee Michael M. | Officer | F-InKind | D | Common Stock | 956 | 36.85 | 35.2K | 31,847 | — | ↗ |
| 2024-04-01 | Holmes Christopher T | Director / Officer | F-InKind | D | Common Stock | 5,025 | 36.85 | 185.2K | 86,689 | — | ↗ |
| 2024-04-01 | Hamilton Aimee T | Officer | F-InKind | D | Common Stock | 283 | 36.85 | 10.4K | 7,849 | — | ↗ |
| 2024-04-01 | Edmondson Travis K | Officer | F-InKind | D | Common Stock | 937 | 36.85 | 34.5K | 38,419 | — | ↗ |
| 2024-03-01 | JOHNSON R MILTON | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-02-23 | SIMS BETH W | Officer | A-Award | A | Common Stock | 2,529 | 0.00 | — | 19,875 | — | ↗ |
| 2024-02-23 | Pennington Jonathan Wade | Officer | A-Award | A | Common Stock | 1,405 | 0.00 | — | 4,444 | — | ↗ |
| 2024-02-23 | Peery Robert Wade | Officer | A-Award | A | Common Stock | 4,585 | 0.00 | — | 53,545 | — | ↗ |
| 2024-02-23 | Mettee Michael M. | Officer | A-Award | A | Common Stock | 2,138 | 0.00 | — | 33,437 | — | ↗ |
| 2024-02-23 | Holmes Christopher T | Director / Officer | F-InKind | D | Common Stock | 3,204 | 35.60 | 114.1K | 91,714 | — | ↗ |
| 2024-02-23 | Hamilton Aimee T | Officer | A-Award | A | Common Stock | 2,809 | 0.00 | — | 8,132 | — | ↗ |
| 2024-02-23 | HICKMAN MARK | Officer | A-Award | A | Common Stock | 2,866 | 0.00 | — | 16,906 | — | ↗ |
| 2024-02-23 | Edmondson Travis K | Officer | A-Award | A | Common Stock | 3,933 | 0.00 | — | 37,993 | — | ↗ |
| 2024-02-21 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 36.35 | 72.7K | 10,886,841 | — | ↗ |
| 2024-02-13 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 3,000 | 35.91 | 107.7K | 10,884,841 | — | ↗ |
| 2024-01-31 | Pinson Charles Wright | Director | A-Award | A | Common Stock | 336 | 37.25 | 12.5K | 19,038 | — | ↗ |
| 2024-01-31 | INGRAM ORRIN H II | Director | A-Award | A | Common Stock | 336 | 37.25 | 12.5K | 88,050 | — | ↗ |
| 2024-01-31 | Clark Agenia | Director | A-Award | A | Common Stock | 168 | 37.25 | 6.3K | 11,340 | — | ↗ |
| 2024-01-31 | CARPENTER WILLIAM F III | Director | A-Award | A | Common Stock | 336 | 37.25 | 12.5K | 17,231 | — | ↗ |
| 2024-01-30 | TANSIL SCOTT J. | Officer | — | D | Common Stock | 0 | 0.00 | — | 7,858 | — | ↗ |
| 2024-01-22 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 38.20 | 76.4K | 10,881,841 | — | ↗ |
| 2024-01-18 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 35.50 | 71.0K | 10,879,841 | — | ↗ |
| 2024-01-17 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 35.29 | 70.6K | 10,877,841 | — | ↗ |
| 2024-01-04 | SIMS BETH W | Officer | F-InKind | D | Common Stock | 893 | 38.73 | 34.6K | 17,346 | — | ↗ |
| 2024-01-04 | Peery Robert Wade | Officer | F-InKind | D | Common Stock | 1,340 | 38.73 | 51.9K | 48,960 | — | ↗ |
| 2024-01-04 | Hamilton Aimee T | Officer | F-InKind | D | Common Stock | 336 | 38.73 | 13.0K | 5,323 | — | ↗ |
| 2024-01-04 | Edmondson Travis K | Officer | F-InKind | D | Common Stock | 1,340 | 38.73 | 51.9K | 34,060 | — | ↗ |
| 2023-12-20 | Holmes Christopher T | Director / Officer | G-Gift | D | Common Stock | 400 | 0.00 | — | 34,453 | — | ↗ |
| 2023-10-31 | Pinson Charles Wright | Director | A-Award | A | Common Stock | 426 | 29.37 | 12.5K | 18,702 | — | ↗ |
| 2023-10-31 | INGRAM ORRIN H II | Director | A-Award | A | Common Stock | 426 | 29.37 | 12.5K | 87,714 | — | ↗ |
| 2023-10-31 | Clark Agenia | Director | A-Award | A | Common Stock | 213 | 29.37 | 6.3K | 11,172 | — | ↗ |
| 2023-10-31 | CARPENTER WILLIAM F III | Director | A-Award | A | Common Stock | 426 | 29.37 | 12.5K | 16,895 | — | ↗ |
| 2023-10-02 | HICKMAN MARK | Officer | A-Award | A | Common Stock | 14,040 | 0.00 | — | 14,040 | — | ↗ |
| 2023-08-22 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 6,500 | 30.57 | 198.7K | 10,875,841 | — | ↗ |
| 2023-08-16 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 6,150 | 32.46 | 199.6K | 10,869,341 | — | ↗ |
| 2023-08-07 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 5,600 | 35.39 | 198.2K | 10,863,191 | — | ↗ |
| 2023-08-01 | Ayers James W. | 10% Owner | P-Purchase | A | Common Stock | 5,700 | 35.33 | 201.4K | 10,857,591 | — | ↗ |
| 2023-07-31 | Pinson Charles Wright | Director | A-Award | A | Common Stock | 353 | 35.42 | 12.5K | 18,276 | — | ↗ |
| 2023-07-31 | INGRAM ORRIN H II | Director | A-Award | A | Common Stock | 353 | 35.42 | 12.5K | 87,288 | — | ↗ |
| 2023-07-31 | HICKMAN MARK | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-31 | Clark Agenia | Director | A-Award | A | Common Stock | 177 | 35.42 | 6.3K | 10,959 | — | ↗ |
| 2023-07-31 | CARPENTER WILLIAM F III | Director | P-Purchase | A | Common Stock | 353 | 35.42 | 12.5K | 16,469 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2023 | Christopher T. Holmes President and Chief Executive Officer | 711.1K | — | 1.83M | — | 356.3K | 62.7K | 2.96M | 61.82% | ↗ |
| 2 | 2023 | Michael M. Mettee Chief Financial Officer | 394.6K | — | 450.1K | — | 122.9K | 18.2K | 985.7K | 45.66% | ↗ |
| 3 | 2023 | R. Wade Peery Chief Innovations Officer | 318.7K | — | 382.5K | — | 185.5K | 15.9K | 902.7K | 42.38% | ↗ |
| 4 | 2023 | Travis K. Edmondson Chief Banking Officer | 348.0K | — | 390.1K | — | 122.9K | 18.9K | 879.8K | 44.33% | ↗ |
| 5 | 2023 | Mark Hickman Chief Human Resources Officer | 137.3K | 200.0K | 400.0K | — | 62.7K | 321.00 | 800.3K | 49.98% | ↗ |
| 6 | 2022 | Christopher T. Holmes President and Chief Executive Officer | 725.0K | — | 1.25M | — | — | 65.1K | 2.04M | 61.27% | ↗ |
| 7 | 2022 | R. Wade Peery Chief Innovations Officer | 320.0K | — | 240.0K | — | 255.0K | 21.6K | 836.5K | 28.69% | ↗ |
| 8 | 2022 | Travis K. Edmondson Chief Banking Officer | 333.3K | — | 250.0K | — | 75.0K | 27.3K | 685.7K | 36.46% | ↗ |
| 9 | 2022 | Michael M. Mettee Chief Financial Officer | 387.5K | — | 250.0K | — | — | 20.8K | 658.3K | 37.98% | ↗ |
| 10 | 2022 | Aimee T. Hamilton Chief Risk Officer | 350.0K | — | 114.6K | — | 87.5K | 61.5K | 613.6K | 18.68% | ↗ |
| 11 | 2021 | Christopher T. Holmes President and Chief Executive Officer | 620.4K | — | 1.25M | — | 761.0K | 51.4K | 2.68M | 46.59% | ↗ |
| 12 | 2021 | J. Gregory Bowers Chief Credit Officer | 300.6K | — | 725.0K | — | 200.0K | 6.3K | 1.23M | 58.85% | ↗ |
| 13 | 2021 | Wilburn J. Evans President, FirstBank Ventures | 260.0K | — | 50.0K | — | 620.0K | 210.0K | 1.14M | 4.39% | ↗ |
| 14 | 2021 | Michael M. Mettee Chief Financial Officer | 375.0K | — | 250.0K | — | 263.0K | 19.3K | 907.3K | 27.56% | ↗ |
| 15 | 2021 | Travis K. Edmondson Chief Banking Officer | 325.0K | — | 255.1K | — | 263.0K | 18.7K | 861.7K | 29.60% | ↗ |
| 16 | 2020 | Wilburn J. Evans President, FirstBank Ventures | 258.3K | — | 100.0K | — | 3.18M | 54.4K | 3.59M | 2.78% | ↗ |
| 17 | 2020 | Wilburn J. Evans President, FB Ventures | 258.3K | — | 100.0K | — | 3.18M | 54.4K | 3.59M | 2.78% | ↗ |
| 18 | 2020 | Christopher T. Holmes President and Chief Executive Officer | 535.6K | — | 970.0K | — | 1.09M | 41.7K | 2.64M | 36.81% | ↗ |
| 19 | 2020 | Michael M. Mettee Chief Financial Officer | 241.3K | — | 275.0K | — | 1.99M | — | 2.50M | 10.98% | ↗ |
| 20 | 2019 | Christopher T. Holmes President and Chief Executive Officer | 477.5K | — | 600.0K | — | 819.0K | 31.9K | 1.93M | 31.11% | ↗ |
| 21 | 2019 | Wilburn J. Evans President, FirstBank Ventures | 245.8K | — | 100.0K | — | 440.6K | 56.1K | 842.6K | 11.87% | ↗ |
| 22 | 2019 | Wilburn J. Evans President, FB Ventures | 245.8K | — | 100.0K | — | 440.6K | 56.1K | 842.6K | 11.87% | ↗ |
| 23 | 2019 | Wilburn Evans President, FB Ventures | 245.8K | — | 100.0K | — | 440.6K | 23.5K | 810.0K | 12.35% | ↗ |
| 24 | 2019 | James R. Gordon Chief Financial Officer | 352.5K | — | 170.0K | — | 260.0K | 10.5K | 793.0K | 21.44% | ↗ |
| 25 | 2018 | Christopher T. Holmes President and Chief Executive Officer | 433.3K | — | 1.04M | — | 600.0K | 31.5K | 2.10M | 49.29% | ↗ |
| 26 | 2018 | James R. Gordon Chief Financial Officer | 338.3K | — | 140.0K | — | 170.0K | 10.4K | 658.8K | 21.26% | ↗ |
| 27 | 2018 | James W. Ayers Executive Chairman | 479.1K | — | — | — | — | — | 479.1K | 0.00% | ↗ |
| 28 | 2017 | Christopher T. Holmes President and Chief Executive Officer | 414.6K | — | 500.8K | — | 800.0K | 29.7K | 1.75M | 28.70% | ↗ |
| 29 | 2017 | Wilburn J. Evans President, FirstBank Ventures | 225.0K | — | 100.0K | — | 1.08M | 23.3K | 1.43M | 6.98% | ↗ |
| 30 | 2017 | James R. Gordon Chief Financial Officer | 330.0K | — | 245.0K | — | 130.0K | 14.0K | 719.1K | 34.07% | ↗ |
| 31 | 2017 | James R. Gordon Chief Financial Officer and Secretary | 330.0K | — | 245.0K | — | 130.0K | 14.0K | 717.8K | 34.13% | ↗ |
| 32 | 2016 | Christopher T. Holmes President and Chief Executive Officer | 379.6K | — | 4.79M | — | 400.6K | 15.3K | 5.59M | 85.77% | ↗ |
| 33 | 2016 | Wilburn J. Evans President, First Bank Ventures | 225.0K | — | 2.48M | — | 526.0K | 27.8K | 3.25M | 76.07% | ↗ |
| 34 | 2016 | Wilburn J. Evans President, FirstBank Ventures | 225.0K | — | 2.48M | — | 526.0K | 27.8K | 3.25M | 76.07% | ↗ |
| 35 | 2016 | Timothy L. Johnson Chief Risk Officer | 156.0K | — | 1.02M | — | 60.0K | 4.5K | 1.24M | 82.17% | ↗ |
| 36 | 2015 | Wilburn J. Evans President, First Bank Ventures | 225.0K | — | 101.3K | — | 750.0K | 21.8K | 1.10M | 9.22% | ↗ |
| 37 | 2015 | Christopher T. Holmes President and Chief Executive Officer | 365.0K | — | 199.1K | — | 462.5K | 11.5K | 1.04M | 19.18% | ↗ |
| 38 | 2015 | Timothy L. Johnson Chief Risk Officer | 156.0K | — | 71.6K | — | 47.5K | 3.3K | 278.4K | 25.71% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Christopher T. Holmes | President, Chief Executive Officer & Director | 2M | male |
| James Gregory Bowers | Chief Credit Officer | 1M | male |
| Travis K. Edmondson | Chief Credit Officer | 1M | male |
| Michael Mettee | Chief Operating Officer & Chief Financial Officer | 1M | male |
| Mark Hickman | Chief Human Resources Officer | 842.7K | male |
| Aimee T. Hamilton | Chief Risk Officer | 707.4K | female |
| Scott J. Tansil | Chief Business & Operations Officer | 701.9K | male |
| Kimberly Phegley | Chief Audit Executive | — | female |
| Lynn J. Joyce | Chief Accounting Officer & Director | — | female |
| Grant Lauderdale | Head of Metro Banking | — | male |
| Elizabeth W. Sims | General Counsel & Corporate Secretary | — | female |
| Brent Ball | Head of Community Banking | — | male |
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Community Opinion for FBK
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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