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FinWise Bancorp (FINW)
USD13.95
-0.04 (-0.29%)
US NASDAQ Financial Services Banks - Regional
Address
756 East Winchester Street 84107
Murray, UT, US
Murray, UT, US
CEO
James F. Noone
Website
finwisebancorp.com
IPO
2021-11-19
CIK 1856365 ISIN US31813A1097
Description
FinWise Bancorp, the parent company of FinWise Bank, delivers a comprehensive suite of banking solutions to both personal and business clients. Its diverse range of deposit offerings includes demand accounts (both interest and non-interest bearing), Negotiable Order of Withdrawal (NOW) accounts, money market accounts, standard checking and savings options, as well as various time deposits and Certificates of Deposit. The institution also extends a variety of lending products, encompassing Small Business Administration (SBA) loans, financing for residential and commercial real estate, consumer loans, and other commercial credit facilities. Beyond traditional banking, FinWise provides modern conveniences such as debit cards, remote check deposit, digital and mobile banking platforms, direct deposit capabilities, alongside specialized cash management and treasury services. Operationally, the company maintains a single full-service branch in Sandy, Utah, complemented by a loan origination office situated in Rockville Centre, New York. Established in 1999, FinWise Bancorp's corporate headquarters are located in Murray, Utah.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD13.95
-0.04 (-0.29%)
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Volume Profile
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Liquidity & share structure
Average Volume
25.9K
Beta
0.70
Float Shares
9.28M
Free Float %
67.7%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.18% | -0.82% | -20.37% | -23.51% | -29.85% | -25.47% | -10.21% | +67.75% | +5.03% | +5.03% | +5.03% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (2 ratings, all time)
Buy
Price Targets & DCF
Current price
13.95
Low
18.00
+29.0%
Consensus
19.50
+39.8%
Median
19.50
+39.8%
High
21.00
+50.5%
DCF (Unlevered)
31.91
+128.7%
DCF (Levered)
14.25
+2.2%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 1 | -1 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 2 |
19.50
+39.8%
|
Quality scores
Altman Z-Score
0.65
Distress
Piotroski F-Score
3 / 9
Average
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
-
Revenue growth+54.9% Q1'26: +82.8% (vs Q1'25)
-
EPS growth+21.5% Q1'26: -13.0% (vs Q1'25)
-
FCF margin— Q1'26: +0.0% (vs Q1'25)
-
EBIT margin— Q1'26: +7.9% (vs Q1'25)
-
ROIC— Q1'26: +5.7% (vs Q1'25)
-
Share dilution+2.5% Q1'26: +1.2% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 0.00× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 2 EPS Ana. |
Dec 2027 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|
| Revenue |
81.09M
est: 74.43M (+8.9%)
|
90.22M
est: 85.98M (+4.9%)
|
86.59M
est: 67.15M (+29.0%)
|
97.46M
est: 80.99M (+20.3%)
|
150.96M
est: 125.70M (+20.1%)
|
205.51M
204.23M – 206.79M
+63.5% YoY
|
279.19M
271.32M – 287.06M
+35.9% YoY
|
| EBITDA |
43.31M
est: 27.88M (+55.3%)
|
38.14M
est: 32.21M (+18.4%)
|
27.62M
est: 22.14M (+24.8%)
|
22.28M
est: 26.71M (-16.6%)
|
21.76M
est: 41.45M (-47.5%)
|
67.76M
67.34M – 68.18M
+63.5% YoY
|
92.06M
89.46M – 94.65M
+35.9% YoY
|
| EBIT |
42.27M
est: 25.54M (+65.5%)
|
36.03M
est: 29.50M (+22.1%)
|
23.81M
est: 20.33M (+17.1%)
|
16.99M
est: 24.53M (-30.7%)
|
21.76M
est: 38.07M (-42.8%)
|
62.23M
61.85M – 62.62M
+63.5% YoY
|
84.55M
82.16M – 86.93M
+35.9% YoY
|
| Net Income |
31.58M
est: 36.12M (-12.5%)
|
25.12M
est: 24.67M (+1.8%)
|
17.46M
est: 16.59M (+5.2%)
|
12.74M
est: 13.77M (-7.4%)
|
16.09M
est: 16.43M (-2.1%)
|
15.53M
14.90M – 15.54M
-5.5% YoY
|
24.79M
22.80M – 25.49M
+59.6% YoY
|
| SGA |
21.74M
est: 23.55M (-7.7%)
|
24.49M
est: 27.21M (-10.0%)
|
25.75M
est: 20.02M (+28.6%)
|
35.21M
est: 24.15M (+45.8%)
|
44.17M
est: 37.48M (+17.8%)
|
61.27M
60.89M – 61.66M
+63.5% YoY
|
83.24M
80.89M – 85.59M
+35.9% YoY
|
| EPS |
3.44
est: 2.73 (+26.0%)
|
1.96
est: 1.87 (+5.1%)
|
1.38
est: 1.22 (+13.2%)
|
0.98
est: 0.98 (+0.0%)
|
1.25
est: 1.21 (+3.6%)
|
1.13
1.10 – 1.15
-6.6% YoY
|
1.78
1.68 – 1.88
+58.0% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-08 | B | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-07 | B | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-06 | B | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-05 | B | 3/5 | 3/5 | 3/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-04 | B | 3/5 | 3/5 | 3/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-01 | B | 3/5 | 3/5 | 3/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-30 | B | 3/5 | 3/5 | 3/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-1.46B
OE per share TTM
-107.28
Owner's Yield
-840.22%
Maintenance CapEx ratio
34.55%
Maint CapEx / Avg PPE
13.1%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
6
Total invested
10.52M
Insider transactions (90d)
0
Beneficial owners (>5%)
6
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kent Landvatter | 1.05M | 8.30% | 1.03M | 16.0K | 1.03M | 16.0K | IN | — | 2024-02-13 | ↗ |
| 2 | Basswood Capital Management, L.L.C. | 726.5K | 5.65% | — | 726.5K | — | — | IA | Delaware | 2023-02-10 | ↗ |
| 3 | Bennett Lindenbaum | 726.5K | 5.65% | — | 726.5K | — | — | HC, IN | United States | 2023-02-10 | ↗ |
| 4 | Matthew Lindenbaum | 726.5K | 5.65% | — | 726.5K | — | — | HC, IN | United States | 2023-02-10 | ↗ |
| 5 | Menachem Wilenkin | 694.8K | 5.40% | 647.5K | 47.3K | 647.5K | — | IN | U.S.A. | 2023-05-16 | ↗ |
| 6 | Jarret Prussin | 677.5K | 5.26% | 630.2K | 47.3K | 630.2K | — | IN | U.S.A. | 2023-05-16 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
6
-49 vs prev Q
New positions
0
Closed positions
49
Increased
1
Reduced
1
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 | EP WEALTH ADVISORS, LLC | 10.7K +10.7K (+100.0%) | 192.23M +192.2M (+100.0%) | 0.08% +0.084 pp | 0.00% +0.001 pp | USD17.94 +0.0% | 1 qtrs NEW |
| 2 | ALLIANCEBERNSTEIN L.P. | 767.4K -4.3K (-0.6%) | 13.77M -1.2M (-8.0%) | 5.98% -0.055 pp | 0.00% 0.000 pp | USD11.26 +59.3% | 17 qtrs — |
| 3 | WASATCH ADVISORS LP | 602.1K -152.4K (-20.2%) | 10.80M -3.8M (-26.2%) | 4.69% -1.210 pp | 0.06% -0.015 pp | USD16.16 +11.0% | 6 qtrs — |
| 4 | BLACKROCK, INC. | 517.8K +110.1K (+27.0%) | 9.29M +1.4M (+17.5%) | 4.04% +0.847 pp | 0.00% +0.000 pp | USD16.32 +9.9% | 6 qtrs — |
| 5 | VANGUARD GROUP INC | 502.5K +15.1K (+3.1%) | 9.01M -435.2K (-4.6%) | 3.92% +0.104 pp | 0.00% +0.000 pp | USD13.44 +33.5% | 17 qtrs — |
| 6 | US BANCORP \DE\ | 439.0K +10.0K (+2.3%) | 7.88M -442.7K (-5.3%) | 3.42% +0.066 pp | 0.01% -0.001 pp | USD14.52 +23.6% | 9 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 206.6K +2.4K (+1.2%) | 3.71M -252.8K (-6.4%) | 1.61% +0.013 pp | 0.00% +0.000 pp | USD13.13 +36.6% | 15 qtrs — |
| 8 | DIMENSIONAL FUND ADVISORS LP | 110.6K -412.0 (-0.4%) | 1.98M -169.3K (-7.9%) | 0.86% -0.006 pp | 0.00% +0.000 pp | USD11.28 +59.0% | 12 qtrs — |
| 9 | SIENA CAPITAL PARTNERS GP, LLC | 91.6K -45.5K (-33.2%) | 1.64M -1.0M (-38.2%) | 0.71% -0.366 pp | 0.44% -0.320 pp | USD10.90 +64.6% | 11 qtrs — |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 88.9K +700.0 (+0.8%) | 1.59M -115.3K (-6.7%) | 0.69% +0.003 pp | 0.03% -0.003 pp | USD9.76 +83.8% | 15 qtrs — |
| 11 | STATE STREET CORP | 86.1K +8.4K (+10.8%) | 1.55M +38.5K (+2.6%) | 0.67% +0.064 pp | 0.00% +0.000 pp | USD14.69 +22.1% | 13 qtrs — |
| 12 | NORTHERN TRUST CORP | 65.6K -5.5K (-7.8%) | 1.18M -202.5K (-14.7%) | 0.51% -0.050 pp | 0.00% +0.000 pp | USD14.40 +24.6% | 8 qtrs — |
| 13 | EMERALD MUTUAL FUND ADVISERS TRUST | 54.4K -31.1K (-36.4%) | 975.3K -681.1K (-41.1%) | 0.42% -0.249 pp | 0.05% -0.038 pp | USD13.79 +30.1% | 17 qtrs — |
| 14 | MILITIA CAPITAL PARTNERS, LP | 50.0K +— (+0.0%) | 897.0K -72.5K (-7.5%) | 0.39% -0.001 pp | 0.33% -0.116 pp | USD16.68 +7.6% | 5 qtrs — |
| 15 | GOLDMAN SACHS GROUP INC | 40.6K +21.2K (+109.7%) | 727.7K +352.7K (+94.1%) | 0.32% +0.165 pp | 0.00% +0.000 pp | USD18.63 -3.7% | 5 qtrs — |
| 16 | SMITH, MOORE & CO. | 38.0K +— (+0.0%) | 681.7K -55.1K (-7.5%) | 0.30% -0.001 pp | 0.05% -0.005 pp | USD15.51 +15.7% | 17 qtrs — |
| 17 | EMPOWERED FUNDS, LLC | 28.5K +— (+0.0%) | 512.0K -41.4K (-7.5%) | 0.22% -0.001 pp | 0.00% -0.002 pp | USD11.59 +54.8% | 11 qtrs — |
| 18 | TEMPUS WEALTH PLANNING, LLC | 28.0K +— (+0.0%) | 502.7K -40.6K (-7.5%) | 0.22% -0.001 pp | 0.12% -0.010 pp | USD17.51 +2.5% | 4 qtrs — |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 27.4K +— (+0.0%) | 491.9K -39.8K (-7.5%) | 0.21% -0.001 pp | 0.00% +0.000 pp | USD15.01 +19.5% | 3 qtrs — |
| 20 | GLOBAL RETIREMENT PARTNERS, LLC | 27.0K +— (+0.0%) | 484.4K -39.2K (-7.5%) | 0.21% -0.001 pp | 0.01% -0.003 pp | USD15.01 +19.5% | 3 qtrs — |
| 21 | RENAISSANCE TECHNOLOGIES LLC | 24.0K -1.9K (-7.4%) | 430.6K -72.0K (-14.3%) | 0.19% -0.016 pp | 0.00% +0.000 pp | USD14.36 +24.9% | 16 qtrs — |
| 22 | BANK OF NEW YORK MELLON CORP | 20.4K -335.0 (-1.6%) | 366.3K -36.1K (-9.0%) | 0.16% -0.003 pp | 0.00% +0.000 pp | USD15.65 +14.6% | 3 qtrs — |
| 23 | NORDEN GROUP LLC | 16.9K +2.7K (+19.2%) | 303.6K +28.2K (+10.3%) | 0.13% +0.021 pp | 0.03% +0.002 pp | USD10.14 +76.9% | 10 qtrs — |
| 24 | STEPHENS INC /AR/ | 16.1K +16.1K (+100.0%) | 289.4K +289.4K (+100.0%) | 0.12% +0.125 pp | 0.00% +0.004 pp | USD17.94 +0.0% | 1 qtrs NEW |
| 25 | BARCLAYS PLC | 14.6K +11.6K (+382.2%) | 262.5K +215.2K (+454.5%) | 0.11% +0.090 pp | 0.00% +0.000 pp | USD17.39 +3.2% | 6 qtrs — |
| 26 | LPL FINANCIAL LLC | 12.7K -1.0K (-7.3%) | 227.0K -37.7K (-14.3%) | 0.10% -0.008 pp | 0.00% +0.000 pp | USD19.39 -7.5% | 2 qtrs — |
| 27 | MILLENNIUM MANAGEMENT LLC | 12.5K +12.5K (+100.0%) | 224.2K +224.2K (+100.0%) | 0.10% +0.097 pp | 0.00% +0.000 pp | USD17.94 +0.0% | 1 qtrs NEW |
| 28 | NUVEEN, LLC | 11.8K +— (+0.0%) | 211.6K -17.1K (-7.5%) | 0.09% 0.000 pp | 0.00% +0.000 pp | USD15.01 +19.5% | 3 qtrs — |
| 29 | MORGAN STANLEY | 10.7K +3.3K (+45.7%) | 191.1K +49.4K (+34.8%) | 0.08% +0.026 pp | 0.00% +0.000 pp | USD16.27 +10.3% | 5 qtrs — |
| 30 | WELLS FARGO & COMPANY/MN | 10.3K +4.2K (+68.0%) | 184.5K +65.8K (+55.5%) | 0.08% +0.032 pp | 0.00% +0.000 pp | USD16.61 +8.0% | 3 qtrs — |
| 31 | DEUTSCHE BANK AG\ | 9.6K +1.1K (+12.7%) | 172.4K +7.1K (+4.3%) | 0.07% +0.008 pp | 0.00% +0.000 pp | USD19.23 -6.7% | 2 qtrs — |
| 32 | RHUMBLINE ADVISERS | 6.6K -1.6K (-19.8%) | 118.3K -41.1K (-25.8%) | 0.05% -0.013 pp | 0.00% +0.000 pp | USD15.01 +19.5% | 3 qtrs — |
| 33 | METLIFE INVESTMENT MANAGEMENT, LLC | 6.1K +— (+0.0%) | 110.2K -8.9K (-7.5%) | 0.05% 0.000 pp | 0.00% +0.000 pp | USD15.01 +19.5% | 3 qtrs — |
| 34 | BANK OF AMERICA CORP /DE/ | 5.9K +3.4K (+134.2%) | 106.1K +57.1K (+116.7%) | 0.05% +0.026 pp | 0.00% +0.000 pp | USD16.70 +7.4% | 10 qtrs — |
| 35 | NEW YORK STATE COMMON RETIREMENT FUND | 4.4K +— (+0.0%) | 78.9K -6.4K (-7.5%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD15.01 +19.5% | 3 qtrs — |
| 36 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 4.3K +246.0 (+6.0%) | 77.9K -1.5K (-1.9%) | 0.03% +0.002 pp | 0.00% +0.000 pp | USD15.18 +18.2% | 3 qtrs — |
| 37 | JPMORGAN CHASE & CO | 3.8K -356.0 (-8.6%) | 67.9K -12.4K (-15.4%) | 0.03% -0.003 pp | 0.00% +0.000 pp | USD15.01 +19.5% | 3 qtrs — |
| 38 | GLOBEFLEX CAPITAL L P | 3.4K +101.0 (+3.1%) | 61.0K -3.0K (-4.6%) | 0.03% +0.000 pp | 0.01% -0.001 pp | USD10.76 +66.7% | 9 qtrs — |
| 39 | BNP PARIBAS ARBITRAGE, SNC | 3.0K +89.0 (+3.1%) | 53.4K -2.6K (-4.6%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD16.94 +5.9% | 3 qtrs — |
| 40 | UBS GROUP AG | 2.8K -3.5K (-55.8%) | 49.6K -71.7K (-59.1%) | 0.02% -0.027 pp | 0.00% +0.000 pp | USD16.27 +10.3% | 16 qtrs — |
| 41 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 2.1K +— (+0.0%) | 36.8K -3.0K (-7.5%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD15.01 +19.5% | 3 qtrs — |
| 42 | LOS ANGELES CAPITAL MANAGEMENT LLC | 904.00 +904.0 (+100.0%) | 16.9K +16.9K (+100.0%) | 0.01% +0.007 pp | 0.00% +0.000 pp | USD17.94 +0.0% | 1 qtrs NEW |
| 43 | LEGAL & GENERAL GROUP PLC | 933.00 +— (+0.0%) | 16.7K -1.4K (-7.5%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD15.01 +19.5% | 3 qtrs — |
| 44 | AMERITAS INVESTMENT PARTNERS, INC. | 925.00 +— (+0.0%) | 16.6K -1.3K (-7.5%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD15.01 +19.5% | 3 qtrs — |
| 45 | RUSSELL INVESTMENTS GROUP, LTD. | 765.00 +14.0 (+1.9%) | 13.7K -838.0 (-5.8%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD19.36 -7.3% | 2 qtrs — |
| 46 | TOWER RESEARCH CAPITAL LLC (TRC) | 646.00 +81.0 (+14.3%) | 11.6K +634.0 (+5.8%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD19.21 -6.6% | 2 qtrs — |
| 47 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 571.00 +5.0 (+0.9%) | 10.2K -731.0 (-6.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.04 +19.3% | 3 qtrs — |
| 48 | ROYAL BANK OF CANADA | 319.00 +319.0 (+100.0%) | 6.0K +6.0K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD17.94 +0.0% | 3 qtrs — |
| 49 | STERLING CAPITAL MANAGEMENT LLC | 285.00 +22.0 (+8.4%) | 5.1K +13.0 (+0.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD17.57 +2.1% | 3 qtrs — |
| 50 | AMALGAMATED BANK | 292.00 -18.0 (-5.8%) | 5.0K -1.0K (-16.7%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD15.01 +19.5% | 3 qtrs — |
| 51 | CITIGROUP INC | 220.00 -53.0 (-19.4%) | 3.9K -1.3K (-25.5%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD15.00 +19.6% | 9 qtrs — |
| 52 | VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC | 150.00 +— (+0.0%) | 2.7K -218.0 (-7.5%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD15.01 +19.5% | 3 qtrs — |
| 53 | GAMMA INVESTING LLC | 83.00 +48.0 (+137.1%) | 1.5K +810.0 (+119.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD18.54 -3.2% | 2 qtrs — |
| 54 | FMR LLC | 73.00 +70.0 (+2,333.3%) | 1.3K +1.3K (+2,158.6%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD17.99 -0.3% | 2 qtrs — |
| 55 | TRANSAMERICA FINANCIAL ADVISORS, INC. | 68.00 +68.0 (+100.0%) | 1.2K +1.2K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD17.93 +0.1% | 1 qtrs NEW |
| 56 | COVESTOR LTD | — -34.0 (-100.0%) | — -1.0K (-100.0%) | 0.00% 0.000 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 57 | SUMMIT WEALTH GROUP LLC / CO | — -15.7K (-100.0%) | — -135.6K (-100.0%) | 0.00% -0.123 pp | 0.00% -0.015 pp | USD— | 2 qtrs SOLD |
| 58 | SRS CAPITAL ADVISORS, INC. | — -1.0 (-100.0%) | — -19.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 50 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.03% | 454.4K | 0.60% |
| 2 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.01% | 236.8K | 0.47% |
| 3 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.01% | 129.0K | 0.20% |
| 4 | iShares Russell 2000 Growth ETF IWO | 0.01% | 873.0K | 0.24% |
| 5 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.01% | 16.0K | 0.39% |
| 6 | Xtrackers Russell 2000 UCITS ETF 1C XRSU.L | 0.00% | 128.5K | 0.30% |
| 7 | Vanguard Russell 2000 Growth ETF VTWG | 0.00% | 75.4K | 0.06% |
| 8 | Global X - Russell 2000 ETF RSSL | 0.00% | 62.7K | 0.08% |
| 9 | Invesco Russell 2000 UCITS ETF RTYS.L | 0.00% | 13.5K | 0.25% |
| 10 | Vanguard Russell 2000 ETF VTWO | 0.00% | 676.6K | 0.06% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
8
Sells
0
Shares acquired
39.7K
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+39,745
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-31 | Weichselbaum Alan | Director | A-Award | A | Common Stock, par value $0.001 per share | 3,179 | 15.73 | 50.0K | 59,242 | D | ↗ |
| 2026-03-31 | Stines Andrew G | Officer | A-Award | A | Common Stock, par value $0.001 per share | 19,072 | 15.73 | 300.0K | 19,072 | D | ↗ |
| 2026-03-31 | Reynolds Howard I | Director | A-Award | A | Common Stock, par value $0.001 per share | 3,189 | 15.73 | 50.2K | 41,294 | D | ↗ |
| 2026-03-31 | Nievaard Lisa Ann | Director | A-Award | A | Common Stock, par value $0.001 per share | 3,179 | 15.73 | 50.0K | 18,987 | D | ↗ |
| 2026-03-31 | Hutchings Jeana | Director | A-Award | A | Common Stock, par value $0.001 per share | 3,179 | 15.73 | 50.0K | 29,187 | D | ↗ |
| 2026-03-31 | Grotta Sarah Elizabeth | Officer | — | — | Common Stock, par value $0.001 per share | 0 | 0.00 | — | 9,692 | D | ↗ |
| 2026-03-31 | Giordano James N | Director | A-Award | A | Common Stock, par value $0.001 per share | 3,179 | 15.73 | 50.0K | 399,607 | D | ↗ |
| 2026-03-31 | Ehrlich Susan | Director | A-Award | A | Common Stock, par value $0.001 per share | 1,589 | 15.73 | 25.0K | 5,910 | D | ↗ |
| 2026-03-31 | Cunningham Gerald Edwin | Director | A-Award | A | Common Stock, par value $0.001 per share | 3,179 | 15.73 | 50.0K | 77,129 | D | ↗ |
| 2026-03-31 | Brosnan Timothy Stephen | Officer | — | — | Common Stock, par value $0.001 per share | 0 | 0.00 | — | 18,692 | D | ↗ |
| 2026-03-31 | Arias Juan Carlos | Officer | — | — | Employee Stock Option (Right to Buy) | 1,200 | 10.30 | 12.4K | 0 | D | ↗ |
| 2025-12-01 | Stines Andrew G | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-11-03 | Keil Robert | Other | S-Sale | D | Common Stock, par value $0.001 per share | 1,500 | 19.48 | 29.2K | 56,428 | D | ↗ |
| 2025-10-31 | Reynolds Howard I | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 2,297 | 18.95 | 43.5K | 38,105 | D | ↗ |
| 2025-09-05 | Giordano James N | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 2,500 | 19.32 | 48.3K | 2,500 | I | ↗ |
| 2025-08-26 | Noone James | Officer | A-Award | A | Common Stock, par value $0.001 per share | 10,000 | 19.49 | 194.9K | 409,889 | D | ↗ |
| 2025-06-26 | Wahlman Robert E. | Officer | A-Award | A | Common Stock, par value $0.001 per share | 2,000 | 13.98 | 28.0K | 61,071 | D | ↗ |
| 2025-06-09 | Noone James | Officer | F-InKind | D | Common Stock, par value $0.001 per share | 1,240 | 14.44 | 17.9K | 399,889 | D | ↗ |
| 2025-05-28 | Thiessens Richard | Other | F-InKind | D | Common Stock, par value $0.001 per share | 1,732 | 14.49 | 25.1K | 54,539 | D | ↗ |
| 2025-05-28 | Noone James | Officer | F-InKind | D | Common Stock, par value $0.001 per share | 4,040 | 14.49 | 58.5K | 401,129 | D | ↗ |
| 2025-05-28 | Keil Robert | Other | F-InKind | D | Common Stock, par value $0.001 per share | 2,143 | 14.49 | 31.1K | 57,928 | D | ↗ |
| 2025-05-28 | Clayton Natasha Laurette | Officer | F-InKind | D | Common Stock, par value $0.001 per share | 1,731 | 14.49 | 25.1K | 48,902 | D | ↗ |
| 2025-05-27 | Weichselbaum Alan | Director | A-Award | A | Common Stock, par value $0.001 per share | 2,721 | 14.70 | 40.0K | 56,063 | D | ↗ |
| 2025-05-27 | Wahlman Robert E. | Officer | A-Award | A | Common Stock, par value $0.001 per share | 24,071 | 14.70 | 353.8K | 59,071 | D | ↗ |
| 2025-05-27 | Thiessens Richard | Other | A-Award | A | Common Stock, par value $0.001 per share | 20,633 | 14.70 | 303.3K | 56,271 | D | ↗ |
| 2025-05-27 | Reynolds Howard I | Director | A-Award | A | Common Stock, par value $0.001 per share | 2,721 | 14.70 | 40.0K | 35,808 | D | ↗ |
| 2025-05-27 | OBrien Michael Christopher | Officer | A-Award | A | Common Stock, par value $0.001 per share | 20,633 | 14.70 | 303.3K | 85,669 | D | ↗ |
| 2025-05-27 | Noone James | Officer | A-Award | A | Common Stock, par value $0.001 per share | 75,020 | 14.70 | 1.10M | 405,169 | D | ↗ |
| 2025-05-27 | Nievaard Lisa Ann | Director | A-Award | A | Common Stock, par value $0.001 per share | 2,721 | 14.70 | 40.0K | 15,808 | D | ↗ |
| 2025-05-27 | Landvatter Kent | Director / Officer | A-Award | A | Common Stock, par value $0.001 per share | 61,898 | 14.70 | 909.9K | 929,857 | D | ↗ |
| 2025-05-27 | Keil Robert | Other | A-Award | A | Common Stock, par value $0.001 per share | 24,071 | 14.70 | 353.8K | 60,071 | D | ↗ |
| 2025-05-27 | Hutchings Jeana | Director | A-Award | A | Common Stock, par value $0.001 per share | 2,721 | 14.70 | 40.0K | 26,008 | D | ↗ |
| 2025-05-27 | Giordano James N | Director | A-Award | A | Common Stock, par value $0.001 per share | 2,721 | 14.70 | 40.0K | 396,428 | D | ↗ |
| 2025-05-27 | Gibson Thomas Elmer Jr | Director | A-Award | A | Common Stock, par value $0.001 per share | 1,361 | 14.70 | 20.0K | 28,948 | D | ↗ |
| 2025-05-27 | Ehrlich Susan | Director | A-Award | A | Common Stock, par value $0.001 per share | 2,721 | 14.70 | 40.0K | 4,321 | D | ↗ |
| 2025-05-27 | Cunningham Gerald Edwin | Director | A-Award | A | Common Stock, par value $0.001 per share | 2,721 | 14.70 | 40.0K | 73,950 | D | ↗ |
| 2025-05-27 | Clayton Natasha Laurette | Officer | A-Award | A | Common Stock, par value $0.001 per share | 20,633 | 14.70 | 303.3K | 50,633 | D | ↗ |
| 2024-10-29 | Clayton Natasha Laurette | Officer | — | — | Common Stock, par value $0.001 per share | 0 | 0.00 | — | 30,000 | D | ↗ |
| 2024-07-30 | Ehrlich Susan | Director | A-Award | A | Common Stock, par value $0.001 per share | 1,600 | 0.00 | — | 1,600 | — | ↗ |
| 2024-07-16 | Ehrlich Susan | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-07-03 | Wahlman Robert E. | Officer | A-Award | A | Common Stock, par value $0.001 per share | 7,000 | 0.00 | — | 35,000 | — | ↗ |
| 2024-07-03 | Thiessens Richard | Other | A-Award | A | Common Stock, par value $0.001 per share | 6,000 | 0.00 | — | 35,638 | — | ↗ |
| 2024-07-03 | OBrien Michael Christopher | Officer | A-Award | A | Common Stock, par value $0.001 per share | 6,000 | 0.00 | — | 65,036 | — | ↗ |
| 2024-07-03 | Noone James | Officer | A-Award | A | Common Stock, par value $0.001 per share | 14,000 | 0.00 | — | 330,149 | — | ↗ |
| 2024-07-03 | Landvatter Kent | Director / Officer | A-Award | A | Common Stock, par value $0.001 per share | 18,000 | 0.00 | — | 867,959 | — | ↗ |
| 2024-07-03 | Keil Robert | Other | A-Award | A | Common Stock, par value $0.001 per share | 7,000 | 0.00 | — | 36,000 | — | ↗ |
| 2024-05-28 | Weichselbaum Alan | Director | A-Award | A | Common Stock, par value $0.001 per share | 3,957 | 0.00 | — | 53,342 | — | ↗ |
| 2024-05-28 | Wahlman Robert E. | Officer | A-Award | A | Common Stock, par value $0.001 per share | 28,000 | 0.00 | — | 28,000 | — | ↗ |
| 2024-05-28 | Thiessens Richard | Other | A-Award | A | Common Stock, par value $0.001 per share | 24,000 | 0.00 | — | 29,638 | — | ↗ |
| 2024-05-28 | Reynolds Howard I | Director | A-Award | A | Common Stock, par value $0.001 per share | 3,957 | 0.00 | — | 33,087 | — | ↗ |
| 2024-05-28 | OBrien Michael Christopher | Officer | A-Award | A | Common Stock, par value $0.001 per share | 24,000 | 0.00 | — | 59,036 | — | ↗ |
| 2024-05-28 | Noone James | Officer | A-Award | A | Common Stock, par value $0.001 per share | 56,000 | 0.00 | — | 316,149 | — | ↗ |
| 2024-05-28 | Nievaard Lisa Ann | Director | A-Award | A | Common Stock, par value $0.001 per share | 3,957 | 0.00 | — | 13,087 | — | ↗ |
| 2024-05-28 | Landvatter Kent | Director / Officer | A-Award | A | Common Stock, par value $0.001 per share | 72,000 | 0.00 | — | 849,959 | — | ↗ |
| 2024-05-28 | Keil Robert | Other | A-Award | A | Common Stock, par value $0.001 per share | 28,000 | 0.00 | — | 29,000 | — | ↗ |
| 2024-05-28 | Hutchings Jeana | Director | A-Award | A | Common Stock, par value $0.001 per share | 3,957 | 0.00 | — | 23,287 | — | ↗ |
| 2024-05-28 | Giordano James N | Director | A-Award | A | Common Stock, par value $0.001 per share | 3,957 | 0.00 | — | 393,707 | — | ↗ |
| 2024-05-28 | Gibson Thomas Elmer Jr | Director | A-Award | A | Common Stock, par value $0.001 per share | 3,957 | 0.00 | — | 27,587 | — | ↗ |
| 2024-05-28 | Cunningham Gerald Edwin | Director | A-Award | A | Common Stock, par value $0.001 per share | 3,957 | 0.00 | — | 71,229 | — | ↗ |
| 2024-03-29 | Cannon Dawn M | Officer | D-Return | D | Common Stock, par value $0.001 per share | 25,389 | 0.00 | — | 8,894 | — | ↗ |
| 2024-03-26 | Wahlman Robert E. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-03-05 | Keil Robert | Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 840 | 9.50 | 8.0K | 2,440 | — | ↗ |
| 2024-02-22 | Keil Robert | Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 1,000 | 9.55 | 9.6K | 6,000 | — | ↗ |
| 2024-01-30 | Thiessens Richard | Officer | — | D | Employee Stock Option (Right to Buy) | 2,874 | 13.04 | 37.5K | 0 | — | ↗ |
| 2024-01-30 | Keil Robert | Officer | — | D | Common Stock, par value $0.001 per share | 0 | 0.00 | — | 1,000 | — | ↗ |
| 2023-10-30 | Jacobson Javvis O | Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 100 | 8.45 | 845.00 | 58,944 | — | ↗ |
| 2023-08-15 | Giordano James N | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 3,000 | 10.32 | 31.0K | 389,750 | — | ↗ |
| 2023-04-18 | Weichselbaum Alan | Director | A-Award | A | Common Stock, par value $0.001 per share | 4,803 | 0.00 | — | 49,385 | — | ↗ |
| 2023-04-18 | Reynolds Howard I | Director | A-Award | A | Common Stock, par value $0.001 per share | 4,803 | 0.00 | — | 29,130 | — | ↗ |
| 2023-04-18 | OBrien Michael Christopher | Officer | A-Award | A | Common Stock, par value $0.001 per share | 16,800 | 0.00 | — | 35,036 | — | ↗ |
| 2023-04-18 | Noone James | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 12,371 | 8.62 | 106.6K | 12,371 | — | ↗ |
| 2023-04-18 | Nievaard Lisa Ann | Director | A-Award | A | Common Stock, par value $0.001 per share | 4,803 | 0.00 | — | 9,130 | — | ↗ |
| 2023-04-18 | Landvatter Kent | Director / Officer | A-Award | A | Employee Stock Option (Right to Buy) | 28,866 | 8.62 | 248.8K | 28,866 | — | ↗ |
| 2023-04-18 | Jacobson Javvis O | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 11,134 | 8.62 | 96.0K | 11,134 | — | ↗ |
| 2023-04-18 | Hutchings Jeana | Director | A-Award | A | Common Stock, par value $0.001 per share | 4,803 | 0.00 | — | 19,330 | — | ↗ |
| 2023-04-18 | Giordano James N | Director | A-Award | A | Common Stock, par value $0.001 per share | 4,803 | 0.00 | — | 386,750 | — | ↗ |
| 2023-04-18 | Gibson Thomas Elmer Jr | Director | A-Award | A | Common Stock, par value $0.001 per share | 4,803 | 0.00 | — | 23,630 | — | ↗ |
| 2023-04-18 | Cunningham Gerald Edwin | Director | A-Award | A | Common Stock, par value $0.001 per share | 4,803 | 0.00 | — | 67,272 | — | ↗ |
| 2023-04-18 | Cannon Dawn M | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 8,660 | 8.62 | 74.6K | 8,660 | — | ↗ |
| 2023-03-08 | Noone James | Officer | M-Exempt | A | Common Stock, par value $0.001 per share | 12,000 | 2.37 | 28.4K | 236,149 | — | ↗ |
| 2023-03-01 | Jacobson Javvis O | Officer | M-Exempt | A | Common Stock, par value $0.001 per share | 4,800 | 2.36 | 11.3K | 37,244 | — | ↗ |
| 2022-12-14 | Weichselbaum Alan | Director | A-Award | A | Common Stock, par value $0.001 per share | 1,082 | 0.00 | — | 44,582 | — | ↗ |
| 2022-12-14 | Reynolds Howard I | Director | A-Award | A | Common Stock, par value $0.001 per share | 4,327 | 0.00 | — | 24,327 | — | ↗ |
| 2022-12-14 | Nievaard Lisa Ann | Director | A-Award | A | Common Stock, par value $0.001 per share | 4,327 | 0.00 | — | 4,327 | — | ↗ |
| 2022-12-14 | Hutchings Jeana | Director | A-Award | A | Common Stock, par value $0.001 per share | 4,327 | 0.00 | — | 14,527 | — | ↗ |
| 2022-12-14 | Giordano James N | Director | A-Award | A | Common Stock, par value $0.001 per share | 4,327 | 0.00 | — | 381,947 | — | ↗ |
| 2022-12-14 | Gibson Thomas Elmer Jr | Director | A-Award | A | Common Stock, par value $0.001 per share | 4,327 | 0.00 | — | 18,827 | — | ↗ |
| 2022-12-14 | Cunningham Gerald Edwin | Director | A-Award | A | Common Stock, par value $0.001 per share | 4,327 | 0.00 | — | 62,469 | — | ↗ |
| 2022-12-13 | Landvatter Kent | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 1,000 | 9.10 | 9.1K | 5,963 | — | ↗ |
| 2022-10-28 | Cannon Dawn M | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 2,100 | 9.53 | 20.0K | 17,483 | — | ↗ |
| 2022-10-06 | Weichselbaum Alan | Director | — | D | Common Stock, par value $0.001 per share | 0 | 0.00 | — | 43,500 | — | ↗ |
| 2022-07-29 | OBrien Michael Christopher | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 5,000 | 10.12 | 50.6K | 18,236 | — | ↗ |
| 2022-07-29 | Landvatter Kent | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 4,963 | 10.00 | 49.6K | 4,963 | — | ↗ |
| 2022-07-29 | Jacobson Javvis O | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 100 | 9.57 | 956.96 | 32,444 | — | ↗ |
| 2022-06-16 | Landvatter Kent | Director / Officer | G-Gift | D | Common Stock, par value $0.001 per share | 10,000 | 0.00 | — | 777,959 | — | ↗ |
| 2022-06-09 | OBrien Michael Christopher | Director | A-Award | A | Common Stock, par value $0.001 per share | 10,736 | 0.00 | — | 13,236 | — | ↗ |
| 2022-06-09 | Noone James | Director | A-Award | A | Common Stock, par value $0.001 per share | 12,883 | 0.00 | — | 224,149 | — | ↗ |
| 2022-06-09 | Landvatter Kent | Director | A-Award | A | Employee Stock Option (Right to Buy) | 22,352 | 0.00 | — | 22,352 | — | ↗ |
| 2022-06-09 | Jacobson Javvis O | Director | A-Award | A | Common Stock, par value $0.001 per share | 16,564 | 0.00 | — | 30,864 | — | ↗ |
| 2022-06-09 | Cannon Dawn M | Director | A-Award | A | Employee Stock Option (Right to Buy) | 6,706 | 0.00 | — | 6,706 | — | ↗ |
| 2022-05-02 | Tilis David | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 3,050 | 14.96 | 45.6K | 317,778 | — | ↗ |
| 2022-03-04 | Noone James | Director | M-Exempt | A | Common Stock, par value $0.001 per share | 12,000 | 2.37 | 28.4K | 211,266 | — | ↗ |
| 2022-03-04 | Jacobson Javvis O | Director | M-Exempt | A | Common Stock, par value $0.001 per share | 4,800 | 2.36 | 11.3K | 14,300 | — | ↗ |
| 2022-01-01 | Reynolds Howard I | Director | — | D | Stock Option (right to buy) | 9,000 | 8.33 | 75.0K | 0 | — | ↗ |
| 2022-01-01 | Nievaard Lisa Ann | Director | — | D | Stock Option (right to buy) | 4,500 | 8.33 | 37.5K | 0 | — | ↗ |
| 2022-01-01 | Hutchings Jeana | Director | — | D | Stock Option (right to buy) | 4,500 | 8.33 | 37.5K | 0 | — | ↗ |
| 2022-01-01 | Healey Russell Fred Jr | Director | — | D | Stock Option (right to buy) | 9,000 | 8.33 | 75.0K | 0 | — | ↗ |
| 2022-01-01 | Giordano James N | Director | — | D | Stock Option (right to buy) | 9,000 | 8.33 | 75.0K | 0 | — | ↗ |
| 2022-01-01 | Gibson Thomas Elmer Jr | Director | — | D | Stock Option (right to buy) | 9,000 | 8.33 | 75.0K | 0 | — | ↗ |
| 2022-01-01 | Cunningham Gerald Edwin | Director | — | D | Stock Option (right to buy) | 9,000 | 8.33 | 75.0K | 0 | — | ↗ |
| 2021-11-19 | Tilis David | Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 10,000 | 10.50 | 105.0K | 314,728 | — | ↗ |
| 2021-11-19 | Reynolds Howard I | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 8,000 | 10.50 | 84.0K | 20,000 | — | ↗ |
| 2021-11-19 | OBrien Michael Christopher | Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 2,500 | 10.50 | 26.3K | 2,500 | — | ↗ |
| 2021-11-19 | Noone James | Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 15,000 | 10.50 | 157.5K | 199,266 | — | ↗ |
| 2021-11-19 | Landvatter Kent | Director / Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 10,000 | 10.50 | 105.0K | 689,014 | — | ↗ |
| 2021-11-19 | Jacobson Javvis O | Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 9,500 | 10.50 | 99.8K | 9,500 | — | ↗ |
| 2021-11-19 | Hutchings Jeana | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 5,000 | 10.50 | 52.5K | 5,000 | — | ↗ |
| 2021-11-19 | Healey Russell Fred Jr | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 10,000 | 10.50 | 105.0K | 88,000 | — | ↗ |
| 2021-11-19 | Giordano James N | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 10,000 | 10.50 | 105.0K | 377,620 | — | ↗ |
| 2021-11-19 | Gibson Thomas Elmer Jr | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 1,000 | 10.50 | 10.5K | 14,500 | — | ↗ |
| 2021-11-19 | Cunningham Gerald Edwin | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 5,000 | 10.50 | 52.5K | 58,142 | — | ↗ |
| 2021-11-19 | Cannon Dawn M | Officer | P-Purchase | A | Common Stock, par value $0.001 per share | 2,500 | 10.50 | 26.3K | 2,500 | — | ↗ |
| 2021-11-18 | Tilis David | Officer | — | D | Common Stock, par value $0.001 per share | 0 | 0.00 | — | 304,728 | — | ↗ |
| 2021-11-18 | Reynolds Howard I | Director | — | I | Common Stock, par value $0.001 per share | 0 | 0.00 | — | 190,248 | — | ↗ |
| 2021-11-18 | OBrien Michael Christopher | Officer | — | D | Stock Option (right to buy) | 12,000 | 11.25 | 135.0K | 0 | — | ↗ |
| 2021-11-18 | Noone James | Officer | — | D | Stock Option (right to buy) | 45,774 | 3.64 | 166.6K | 0 | — | ↗ |
| 2021-11-18 | Landvatter Kent | Director / Officer | — | D | Stock Option (Right to Buy) | 40,914 | 3.64 | 148.9K | 0 | — | ↗ |
| 2021-11-18 | Jacobson Javvis O | Officer | — | I | Common Stock, par value $0.001 per share | 0 | 0.00 | — | 224,898 | — | ↗ |
| 2021-11-18 | Healey Russell Fred Jr | Director | — | I | Common Stock, par value $0.001 per share | 0 | 0.00 | — | 312,048 | — | ↗ |
| 2021-11-18 | Giordano James N | Director | — | D | Common Stock, par value $0.001 per share | 0 | 0.00 | — | 367,620 | — | ↗ |
| 2021-11-18 | Gibson Thomas Elmer Jr | Director | — | D | Common Stock, par value $0.001 per share | 0 | 0.00 | — | 13,500 | — | ↗ |
| 2021-11-18 | Cunningham Gerald Edwin | Director | — | D | Common Stock, par value $0.001 per share | 0 | 0.00 | — | 53,142 | — | ↗ |
| 2021-11-18 | Cannon Dawn M | Officer | — | D | Stock Option (right to buy) | 23,400 | 4.50 | 105.3K | 0 | — | ↗ |
| 2021-10-28 | Hutchings Jeana | Director | P-Purchase | A | Common Stock, par value $0.001 per share | 5,200 | 9.59 | 49.9K | 10,200 | — | ↗ |
| 2021-01-13 | Reynolds Howard I | Director | — | D | Stock Option (right to buy) | 9,000 | 6.67 | 60.0K | 0 | — | ↗ |
| 2021-01-13 | Nievaard Lisa Ann | Director | — | D | Stock Option (right to buy) | 4,500 | 6.67 | 30.0K | 0 | — | ↗ |
| 2021-01-13 | Hutchings Jeana | Director | — | D | Stock Option (right to buy) | 4,500 | 6.67 | 30.0K | 0 | — | ↗ |
| 2021-01-13 | Healey Russell Fred Jr | Director | — | D | Stock Option (right to buy) | 9,000 | 6.67 | 60.0K | 0 | — | ↗ |
| 2021-01-13 | Giordano James N | Director | — | D | Stock Option (right to buy) | 9,000 | 6.67 | 60.0K | 0 | — | ↗ |
| 2021-01-13 | Gibson Thomas Elmer Jr | Director | — | D | Stock Option (right to buy) | 9,000 | 6.67 | 60.0K | 0 | — | ↗ |
| 2021-01-13 | Cunningham Gerald Edwin | Director | — | D | Stock Option (right to buy) | 9,000 | 6.67 | 60.0K | 0 | — | ↗ |
| 2021-01-01 | Noone James | Officer | — | D | Stock Option (right to buy) | 60,000 | 4.50 | 270.0K | 0 | — | ↗ |
| 2021-01-01 | Jacobson Javvis O | Officer | — | D | Stock Option (right to buy) | 60,000 | 4.50 | 270.0K | 0 | — | ↗ |
| 2020-03-31 | Giordano James N | Director | — | I | Warrant (right to buy) | 12,000 | 6.67 | 80.0K | 0 | — | ↗ |
| 2020-01-01 | Reynolds Howard I | Director | — | D | Stock Option (right to buy) | 12,000 | 5.00 | 60.0K | 0 | — | ↗ |
| 2020-01-01 | Healey Russell Fred Jr | Director | — | D | Stock Option (right to buy) | 12,000 | 5.00 | 60.0K | 0 | — | ↗ |
| 2020-01-01 | Giordano James N | Director | — | D | Stock Option (right to buy) | 12,000 | 5.00 | 60.0K | 0 | — | ↗ |
| 2020-01-01 | Gibson Thomas Elmer Jr | Director | — | D | Stock Option (right to buy) | 12,000 | 5.00 | 60.0K | 0 | — | ↗ |
| 2020-01-01 | Cunningham Gerald Edwin | Director | — | D | Stock Option (right to buy) | 12,000 | 5.00 | 60.0K | 0 | — | ↗ |
| 2019-01-01 | Reynolds Howard I | Director | — | D | Stock Option (right to buy) | 3,000 | 2.36 | 7.1K | 0 | — | ↗ |
| 2019-01-01 | Healey Russell Fred Jr | Director | — | D | Stock Option (right to buy) | 6,000 | 2.72 | 16.3K | 0 | — | ↗ |
| 2019-01-01 | Giordano James N | Director | — | D | Stock Option (right to buy) | 6,000 | 2.72 | 16.3K | 0 | — | ↗ |
| 2019-01-01 | Gibson Thomas Elmer Jr | Director | — | D | Stock Option (right to buy) | 6,000 | 2.72 | 16.3K | 0 | — | ↗ |
| 2019-01-01 | Cunningham Gerald Edwin | Director | — | D | Stock Option (right to buy) | 6,000 | 2.72 | 16.3K | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
111.0K
Shares Outstanding
13.71M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | James F. Noone President and Chief Executive Officer of the Company and the Bank | 514.0K | 620.9K | 1.30M | — | — | 38.4K | 2.47M | 52.52% | ↗ |
| 2 | 2025 | Kent Landvatter Executive Chairman of the Company and the Bank | 589.1K | 620.9K | 909.9K | — | — | 46.7K | 2.17M | 42.00% | ↗ |
| 3 | 2025 | Robert Wahlman Executive Vice President, Chief Financial Officer of the Company and the Bank | 409.8K | 365.0K | 381.8K | — | — | 28.2K | 1.18M | 32.22% | ↗ |
| 4 | 2024 | Kent Landvatter Executive Chairman of the Company and the Bank | 569.3K | 402.5K | 913.5K | — | — | 37.4K | 1.92M | 47.51% | ↗ |
| 5 | 2024 | Kent Landvatter Chief Executive Officer of the Company and Executive Chairman of the Bank | 569.3K | 402.5K | 913.5K | — | — | 37.4K | 1.92M | 47.51% | ↗ |
| 6 | 2024 | James F. Noone President and Chief Executive Officer of the Company and the Bank | 470.8K | 300.0K | 710.5K | — | — | 19.5K | 1.50M | 47.34% | ↗ |
| 7 | 2024 | James F. Noone President of the Company and President and CEO of the Bank | 470.8K | 300.0K | 710.5K | — | — | 19.5K | 1.50M | 47.34% | ↗ |
| 8 | 2024 | Robert Wahlman Chief Financial Officer of the Company and the Bank | 315.8K | 300.0K | 355.3K | — | — | 198.6K | 1.17M | 30.37% | ↗ |
| 9 | 2024 | Robert Wahlman Executive Vice President, Chief Financial Officer of the Company and the Bank | 315.8K | 300.0K | 355.3K | — | — | 198.6K | 1.17M | 30.37% | ↗ |
| 10 | 2023 | Kent Landvatter Chief Executive Officer of the Company and Executive Chairman of the Bank | 558.5K | 253.6K | 483.3K | 118.7K | — | 31.6K | 1.45M | 41.64% | ↗ |
| 11 | 2023 | James F. Noone President of the Company and President and CEO of the Bank | 442.5K | 429.0K | 207.1K | 50.9K | — | 18.0K | 1.15M | 22.48% | ↗ |
| 12 | 2023 | Javvis Jacobson Chief Financial Officer of the Company and the Bank | 324.9K | 95.9K | 186.4K | 45.8K | — | 24.2K | 677.2K | 34.29% | ↗ |
| 13 | 2022 | David Tilis Former Chief Strategy Officer of the Bank (until June 16, 2022) | 165.0K | 2.34M | — | — | — | 1.96M | 4.46M | 0.00% | ↗ |
| 14 | 2022 | Kent Landvatter President and Chief Executive Officer of the Company and Chief Executive Officer of the Bank | 549.4K | 376.0K | 560.0K | 140.0K | — | 25.2K | 1.65M | 42.41% | ↗ |
| 15 | 2022 | James F. Noone President, Chief Strategy Officer and Chief Credit Officer of the Bank | 360.6K | 1.01M | 168.0K | 42.0K | — | 16.7K | 1.59M | 13.18% | ↗ |
| 16 | 2022 | Javvis Jacobson Chief Financial Officer of the Company and the Bank | 322.1K | 153.4K | 216.0K | 54.0K | — | 20.7K | 766.3K | 35.24% | ↗ |
| 17 | 2021 | David Tilis Chief Strategy Officer | 304.6K | 4.36M | — | — | — | 20.3K | 4.68M | 0.00% | ↗ |
| 18 | 2021 | Kent Landvatter President and Chief Executive Officer of the Company and Chief Executive Officer of the Bank | 317.9K | 817.8K | — | — | — | 74.1K | 1.21M | 0.00% | ↗ |
| 19 | 2021 | Kent Landvatter President and Chief Executive Officer | 317.9K | 817.8K | — | — | — | 74.1K | 1.21M | 0.00% | ↗ |
| 20 | 2021 | James F. Noone President, Chief Strategy Officer and Chief Credit Officer of the Bank | 250.4K | 320.3K | — | 110.3K | — | 15.8K | 696.8K | 15.83% | ↗ |
| 21 | 2021 | James F. Noone Chief Credit Officer | 250.4K | 320.3K | — | 110.3K | — | 15.8K | 696.8K | 15.83% | ↗ |
| 22 | 2021 | Javvis Jacobson Chief Financial Officer of the Company and the Bank | 250.4K | 303.2K | — | 110.3K | — | 23.5K | 687.3K | 16.05% | ↗ |
| 23 | 2020 | David Tilis Chief Strategy Officer | 304.9K | 2.41M | — | — | — | 22.7K | 2.74M | 0.00% | ↗ |
| 24 | 2020 | Kent Landvatter President and Chief Executive Officer | 261.4K | 251.1K | — | — | — | 82.9K | 595.4K | 0.00% | ↗ |
| 25 | 2020 | James F. Noone Chief Credit Officer | 219.4K | 203.5K | — | — | — | 17.9K | 440.8K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Kent R. Landvatter | Executive Chairman | 1M | male |
| James F. Noone | Chief Executive Officer | 1M | male |
| Robert E. Wahlman | Executive Vice President & Chief Financial Officer | 803.0K | male |
| Andrew G. Stines | EVP & Chief Compliance and Risk Officer | — | male |
| Michael Christopher O'Brien | EVP, Chief Corporate Counsel & Corporate Secretary | — | male |
| Richard Thiessens | Executive Vice President & Chief Technology Officer of the bank | — | male |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for FINW
Short-term intention
Target Price Distribution
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