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Financial Institutions, Inc. (FISI)
USD39.24
+0.46 (+1.17%)
US NASDAQ Financial Services Banks - Regional
Address
220 Liberty Street 14569
Warsaw, NY, US
Warsaw, NY, US
CEO
Martin K. Birmingham
IPO
1999-06-25
CIK 862831 ISIN US3175854047
Also trades on
NASDAQ Global Select · FISI (USD)
Other OTC · FIISO (USD)
Description
Financial Institutions, Inc., through its subsidiaries, provides banking and financial services to consumer, commercial, and municipal customers in New York. The company provides checking and savings account programs, including money market accounts, certificates of deposit, sweep investments, and individual retirement and other qualified plan accounts, as well as NOW accounts. It also offers commercial loan products including term loans and lines of credit; short and medium-term commercial loans for working capital, business expansion, and purchase of equipment; commercial business loans; commercial mortgage loans; one-to-four family residential mortgage loans; home improvement loans, closed-end home equity loans, and home equity lines of credit; and consumer loans, such as automobile, secured installment, and other secured and unsecured personal loans, as well as recreational vehicle, boat, personal loans, and deposit account collateralized loans. In addition, it offers investment advisory, wealth management, investment consulting, and retirement plan services, as well as operates a real estate investment trust that holds residential mortgages and commercial real estate loans. Financial Institutions, Inc. was founded in 1817 and is headquartered in Warsaw, New York.
News Sentiment (7d)
Based on only 1 article — low confidence
- Financial Institutions (FISI) Could Be a Great Choice Zacks Investment Research
Market Cap & Enterprise Value
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
USD39.24
+0.46 (+1.17%)
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Volume Profile
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Liquidity & share structure
Average Volume
138.8K
Beta
0.67
Float Shares
17.31M
Free Float %
87.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.21% | +1.77% | +10.69% | +25.29% | +15.73% | +21.59% | +51.78% | +117.82% | +21.75% | +40.94% | +152.67% |
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 (6 ratings, all time)
Hold
Price Targets & DCF
Current price
39.24
Low
36.00
-8.2%
Consensus
36.00
-8.2%
Median
36.00
-8.2%
High
36.00
-8.2%
DCF (Unlevered)
25.87
-34.1%
DCF (Levered)
55.19
+40.7%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
50% Bullish
| Rating | 2026-06 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 0 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 2 |
35.00
-10.8%
|
| All Time | 5 |
28.40
-27.6%
|
Quality scores
Altman Z-Score
-0.71
Distress
Piotroski F-Score
8 / 9
Strong
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
-
Revenue growth+43.1% Q1'26: +1.3% (vs Q1'25)
-
EPS growth+231.3% Q1'26: +28.4% (vs Q1'25)
-
FCF margin— Q1'26: +25.0% (vs Q1'25)
-
EBIT margin— Q1'26: +26.9% (vs Q1'25)
-
ROIC— Q1'26: +12.5% (vs Q1'25)
-
Share dilution+29.6% Q1'26: -1.8% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 2.25× (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 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
105.88M
est: 61.46M (+72.3%)
|
130.25M
est: 77.09M (+69.0%)
|
140.63M
est: 98.31M (+43.0%)
|
134.02M
est: 135.84M (-1.3%)
|
128.32M
est: 107.26M (+19.6%)
|
133.27M
est: 83.75M (+59.1%)
|
124.98M
est: 81.24M (+53.8%)
|
125.89M
est: 77.61M (+62.2%)
|
118.39M
est: 95.38M (+24.1%)
|
117.94M
est: 84.22M (+40.0%)
|
115.96M
est: 90.77M (+27.8%)
|
119.04M
est: 113.25M (+5.1%)
|
121.55M
est: 110.75M (+9.7%)
|
122.91M
est: 121.76M (+0.9%)
|
127.63M
est: 114.01M (+11.9%)
|
135.28M
est: 122.71M (+10.2%)
|
150.69M
est: 134.19M (+12.3%)
|
164.73M
est: 144.83M (+13.7%)
|
188.01M
est: 158.55M (+18.6%)
|
208.83M
est: 169.14M (+23.5%)
|
204.37M
est: 185.77M (+10.0%)
|
212.03M
est: 202.56M (+4.7%)
|
241.09M
est: 212.65M (+13.4%)
|
332.59M
est: 208.19M (+59.8%)
|
264.17M
est: 204.63M (+29.1%)
|
377.94M
est: 243.68M (+55.1%)
|
258.60M
257.68M – 259.51M
+6.1% YoY
|
270.12M
269.16M – 271.07M
+4.5% YoY
|
| EBITDA |
30.94M
est: 13.18M (+134.8%)
|
38.23M
est: 16.53M (+131.3%)
|
44.57M
est: 87.06M (-48.8%)
|
25.81M
est: 82.09M (-68.6%)
|
22.34M
est: 51.72M (-56.8%)
|
8.11M
est: 17.85M (-54.5%)
|
29.24M
est: 70.38M (-58.5%)
|
25.20M
est: 70.71M (-64.4%)
|
-43.50M
est: -1.01M (-4,217.3%)
|
24.65M
est: 38.87M (-36.6%)
|
34.18M
est: 46.73M (-26.9%)
|
37.68M
est: 54.17M (-30.4%)
|
38.56M
est: 46.34M (-16.8%)
|
42.09M
est: 51.53M (-18.3%)
|
43.56M
est: 44.09M (-1.2%)
|
44.31M
est: 52.92M (-16.3%)
|
50.10M
est: 56.41M (-11.2%)
|
49.65M
est: 69.02M (-28.1%)
|
56.01M
est: 79.19M (-29.3%)
|
67.63M
est: 91.45M (-26.0%)
|
53.62M
est: 59.45M (-9.8%)
|
105.27M
est: 83.75M (+25.7%)
|
79.08M
est: 117.74M (-32.8%)
|
71.14M
est: 43.77M (+62.5%)
|
-60.47M
est: 43.02M (-240.6%)
|
91.35M
est: 51.23M (+78.3%)
|
54.37M
54.18M – 54.56M
+6.1% YoY
|
56.79M
56.59M – 56.99M
+4.5% YoY
|
| EBIT |
27.90M
est: 11.16M (+149.9%)
|
32.25M
est: 14.00M (+130.3%)
|
38.88M
est: 17.86M (+117.7%)
|
18.26M
est: 24.67M (-26.0%)
|
16.11M
est: 19.48M (-17.3%)
|
2.85M
est: 15.21M (-81.3%)
|
23.61M
est: 14.76M (+60.0%)
|
21.21M
est: 14.10M (+50.4%)
|
-47.46M
est: 17.33M (-373.9%)
|
20.58M
est: 15.30M (+34.5%)
|
30.64M
est: 16.49M (+85.8%)
|
34.21M
est: 20.57M (+66.3%)
|
34.77M
est: 20.12M (+72.8%)
|
37.91M
est: 22.12M (+71.4%)
|
38.98M
est: 20.71M (+88.2%)
|
38.88M
est: 22.29M (+74.4%)
|
44.14M
est: 24.37M (+81.1%)
|
43.47M
est: 26.31M (+65.2%)
|
49.53M
est: 28.80M (+72.0%)
|
59.42M
est: 30.72M (+93.4%)
|
45.72M
est: 33.74M (+35.5%)
|
97.22M
est: 36.79M (+164.2%)
|
70.97M
est: 38.63M (+83.7%)
|
63.05M
est: 38.57M (+63.5%)
|
-68.15M
est: 37.91M (-279.8%)
|
91.35M
est: 45.14M (+102.4%)
|
47.90M
47.73M – 48.07M
+6.1% YoY
|
50.04M
49.86M – 50.21M
+4.5% YoY
|
| Net Income |
18.10M
est: 17.85M (+1.4%)
|
21.21M
est: 20.32M (+4.4%)
|
26.46M
est: 26.41M (+0.2%)
|
14.25M
est: 18.84M (-24.4%)
|
12.49M
est: 10.70M (+16.8%)
|
2.17M
est: -47.30M (+104.6%)
|
17.36M
est: 16.19M (+7.2%)
|
16.41M
est: 16.03M (+2.4%)
|
-26.16M
est: -24.64M (-6.2%)
|
14.44M
est: 11.53M (+25.2%)
|
21.29M
est: 19.20M (+10.8%)
|
22.80M
est: 24.25M (-6.0%)
|
23.45M
est: 22.83M (+2.7%)
|
25.53M
est: 26.61M (-4.1%)
|
29.36M
est: 25.00M (+17.4%)
|
28.34M
est: 27.47M (+3.2%)
|
31.93M
est: 28.74M (+11.1%)
|
33.53M
est: 34.36M (-2.4%)
|
39.53M
est: 36.18M (+9.2%)
|
48.86M
est: 41.75M (+17.0%)
|
38.33M
est: 25.04M (+53.1%)
|
77.70M
est: 55.28M (+40.5%)
|
56.57M
est: 82.16M (-31.1%)
|
50.26M
est: 51.21M (-1.8%)
|
-41.65M
est: 70.16M (-159.4%)
|
74.87M
est: 72.54M (+3.2%)
|
81.58M
81.20M – 81.95M
+12.5% YoY
|
85.13M
84.74M – 85.52M
+4.4% YoY
|
| SGA |
16.80M
est: 16.57M (+1.4%)
|
22.96M
est: 21.95M (+4.6%)
|
30.09M
est: 30.23M (-0.5%)
|
31.41M
est: 45.20M (-30.5%)
|
34.47M
est: 39.44M (-12.6%)
|
34.76M
est: 24.81M (+40.1%)
|
33.56M
est: 32.90M (+2.0%)
|
38.65M
est: 33.59M (+15.1%)
|
37.80M
est: 38.78M (-2.5%)
|
42.42M
est: 36.45M (+16.4%)
|
36.47M
est: 35.79M (+1.9%)
|
38.52M
est: 45.14M (-14.7%)
|
48.12M
est: 46.63M (+3.2%)
|
45.38M
est: 47.37M (-4.2%)
|
46.23M
est: 39.24M (+17.8%)
|
52.57M
est: 49.67M (+5.8%)
|
55.55M
est: 48.77M (+13.9%)
|
59.60M
est: 61.66M (-3.3%)
|
71.80M
est: 62.74M (+14.4%)
|
72.93M
est: 58.39M (+24.9%)
|
66.16M
est: 68.24M (-3.0%)
|
66.99M
est: 58.39M (+14.7%)
|
76.03M
est: 38.45M (+97.7%)
|
80.59M
est: 57.91M (+39.2%)
|
74.92M
est: 56.92M (+31.6%)
|
88.30M
est: 67.78M (+30.3%)
|
71.93M
71.68M – 72.19M
+6.1% YoY
|
75.14M
74.87M – 75.40M
+4.5% YoY
|
| EPS |
1.51
est: 1.47 (+2.7%)
|
1.79
est: 1.63 (+9.8%)
|
2.26
est: 2.25 (+0.4%)
|
1.14
est: 2.46 (-53.6%)
|
0.98
est: 1.67 (-41.1%)
|
0.06
est: 2.50 (-97.6%)
|
1.40
est: 1.26 (+11.1%)
|
1.34
est: 1.20 (+11.7%)
|
-2.54
est: -2.11 (-20.4%)
|
0.99
est: 0.72 (+38.5%)
|
1.62
est: 1.34 (+20.9%)
|
1.50
est: 1.68 (-10.7%)
|
1.60
est: 1.69 (-5.3%)
|
1.75
est: 1.90 (-7.9%)
|
2.01
est: 1.60 (+25.6%)
|
1.91
est: 1.89 (+1.2%)
|
2.11
est: 1.93 (+9.3%)
|
2.13
est: 1.95 (+9.2%)
|
2.39
est: 2.57 (-7.1%)
|
2.97
est: 2.75 (+8.0%)
|
2.30
est: 2.18 (+5.5%)
|
4.81
est: 4.56 (+5.5%)
|
3.58
est: 3.67 (-2.5%)
|
3.17
est: 2.52 (+25.8%)
|
-2.75
est: 3.45 (-179.6%)
|
3.65
est: 3.57 (+2.2%)
|
4.02
4.00 – 4.03
+12.5% YoY
|
4.19
4.17 – 4.21
+4.4% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-06-12 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-11 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-10 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-09 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-08 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-05 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-04 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-03 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-02 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-01 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-28 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-27 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-26 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-22 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-21 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-20 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-19 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-18 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-15 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-14 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-13 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-12 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-11 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-06 | A | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-05 | A | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-04 | A | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-17 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-16 | A | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 4/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
54.36M
OE per share TTM
2.69
Owner's Yield
7.30%
Maintenance CapEx ratio
1.67%
Maint CapEx / Avg PPE
24.3%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
150
Total invested
502.80M
Insider transactions (90d)
14
Beneficial owners (>5%)
29
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | LASHLEY RICHARD J | 1.79M | 8.90% | 5.0K | 1.78M | 5.0K | 1.78M | IN | X1 | 2025-10-02 | ↗ |
| 2 | PALMER JOHN W | 1.78M | 8.80% | 4.0K | 1.77M | 4.0K | 1.77M | IN | X1 | 2025-10-02 | ↗ |
| 3 | PL Capital Advisors, LLC | 1.77M | 8.80% | — | 1.77M | — | 1.77M | IA | DE | 2025-10-02 | ↗ |
| 4 | 30-0447847 | 1.25M | 7.90% | 1.22M | — | 1.25M | — | IA | Delaware Limited Partnership | 2022-02-08 | ↗ |
| 5 | (1) BlackRock, Inc. | 1.17M | 7.40% | 1.14M | — | 1.17M | — | HC | Delaware | 2022-02-01 | ↗ |
| 6 | Dimensional Fund Advisors LP | 1.01M | 5.00% | — | — | — | — | IA | UNITED STATES | 2025-07-15 | ↗ |
| 7 | Wellington Management Group LLP | 900.5K | 4.60% | 900.5K | 900.5K | 900.5K | — | HC | MASSACHUSETTS | 2026-05-15 | ↗ |
| 8 | (. | 834.9K | 5.75% | 797.1K | — | 834.9K | — | IA | Delaware Limited Partnership | 2017-02-09 | ↗ |
| 9 | Clover Partners Management, L.L.C. | 623.9K | 4.30% | — | 623.9K | — | 10.00 | CO | Texas | 2016-12-12 | ↗ |
| 10 | Clover Partners, L.P. | 623.9K | 4.30% | — | 623.9K | — | 10.00 | IA, PN | Texas | 2016-12-12 | ↗ |
| 11 | Johnny Guerry | 623.9K | 4.30% | — | 623.9K | — | 10.00 | IN | USA | 2016-12-12 | ↗ |
| 12 | MHC Mutual Conversion Fund, L.P. | 623.9K | 4.30% | 623.9K | — | 623.9K | 10.00 | PN | Texas | 2016-12-12 | ↗ |
| 13 | Barnard Robert James | 32.0K | 0.20% | — | 32.0K | — | 32.0K | IN | X1 | 2025-10-02 | ↗ |
| 14 | Black Maple Capital Holdings LLC | 32.0K | 0.20% | — | 32.0K | — | 32.0K | OO | X1 | 2025-10-02 | ↗ |
| 15 | Black Maple Capital Management LP | 32.0K | 0.20% | — | 32.0K | — | 32.0K | IA | X1 | 2025-10-02 | ↗ |
| 16 | Robert Barnard | 13.0K | 0.00% | — | 13.0K | — | 13.0K | IN | UNITED STATES | 2025-03-18 | ↗ |
| 17 | Lashley Beth | 5.1K | 0.03% | — | 5.1K | — | 5.1K | IN | X1 | 2025-10-02 | ↗ |
| 18 | Lashley Family 2011 Trust | 5.1K | 0.03% | — | 5.1K | — | 5.1K | OO | X1 | 2025-10-02 | ↗ |
| 19 | Beth Lashley | 5.1K | 0.00% | — | 5.1K | — | 5.1K | IN | UNITED STATES | 2025-03-18 | ↗ |
| 20 | Danielle Morgan Lashley 2010 Trust | 3.0K | 0.01% | — | 3.0K | — | 3.0K | OO | X1 | 2025-10-02 | ↗ |
| 21 | Lashley Danielle Morgan | 3.0K | 0.01% | — | 3.0K | — | 3.0K | IN | X1 | 2025-10-02 | ↗ |
| 22 | Lashley Family 2012 Trust | 3.0K | 0.01% | — | 3.0K | — | 3.0K | OO | X1 | 2025-10-02 | ↗ |
| 23 | Danielle Lashley | 2.0K | 0.00% | — | 2.0K | — | 2.0K | IN | UNITED STATES | 2025-03-18 | ↗ |
| 24 | Caitlin Anne Lashley 2010 Trust | 1.5K | 0.01% | — | 1.5K | — | 1.5K | OO | X1 | 2025-10-02 | ↗ |
| 25 | Fanelli Caitlin (nee Lashley) | 1.5K | 0.01% | — | 1.5K | — | 1.5K | IN | X1 | 2025-10-02 | ↗ |
| 26 | Lashley Robin | 1.2K | 0.01% | — | 1.2K | — | 1.2K | IN | X1 | 2025-10-02 | ↗ |
| 27 | Robin Lashley | 1.2K | 0.00% | — | 1.2K | — | 1.2K | IN | UNITED STATES | 2025-03-18 | ↗ |
| 28 | Terry Philen | — | 0.00% | — | — | — | 10.00 | IN | USA | 2016-12-12 | ↗ |
| 29 | The Vanguard Group | — | 0.00% | — | — | — | — | IA | PENNSYLVANIA | 2026-03-26 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
150
+1 vs prev Q
New positions
26
Closed positions
26
Increased
83
Reduced
43
Put/Call ratio
0.00
Calls held
—
Puts held
8.1K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 8.0K +8.0K (+100.0%) | 249.36M +249.4M (+100.0%) | 0.04% +0.040 pp | 0.19% +0.194 pp | USD31.17 +0.0% | 1 qtrs NEW |
| 2 | PL CAPITAL ADVISORS, LLC | 1.80M +27.9K (+1.6%) | 56.19M +7.9M (+16.4%) | 8.97% +0.127 pp | 17.71% +1.692 pp | USD25.59 +21.8% | 17 qtrs — |
| 3 | BLACKROCK, INC. | 1.46M +10.7K (+0.7%) | 45.56M +6.1M (+15.4%) | 7.27% +0.044 pp | 0.00% +0.000 pp | USD25.45 +22.5% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 1.16M +61.6K (+5.6%) | 36.06M +6.3M (+21.0%) | 5.76% +0.299 pp | 0.00% +0.000 pp | USD24.39 +27.8% | 84 qtrs — |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 1.05M +312.5K (+42.4%) | 32.71M +12.7M (+63.2%) | 5.22% +1.550 pp | 0.01% +0.002 pp | USD28.43 +9.6% | 5 qtrs — |
| 6 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 972.0K +160.8K (+19.8%) | 30.30M +8.2M (+37.3%) | 4.84% +0.795 pp | 0.05% +0.011 pp | USD27.05 +15.2% | 5 qtrs — |
| 7 | DIMENSIONAL FUND ADVISORS LP | 955.9K +4.8K (+0.5%) | 29.80M +3.9M (+15.2%) | 4.76% +0.018 pp | 0.01% +0.001 pp | USD24.90 +25.2% | 51 qtrs — |
| 8 | ATEGRA CAPITAL MANAGEMENT, LLC | 572.1K +— (+0.0%) | 17.83M +2.3M (+14.6%) | 2.85% -0.004 pp | 8.48% -0.696 pp | USD23.44 +33.0% | 21 qtrs — |
| 9 | STATE STREET CORP | 507.4K -37.3K (-6.8%) | 15.98M +1.0M (+6.7%) | 2.52% -0.189 pp | 0.00% +0.000 pp | USD25.80 +20.8% | 51 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 482.2K -3.8K (-0.8%) | 15.03M +1.8M (+13.7%) | 2.40% -0.022 pp | 0.00% +0.000 pp | USD24.93 +25.0% | 70 qtrs — |
| 11 | ACADIAN ASSET MANAGEMENT LLC | 426.0K +150.6K (+54.7%) | 13.28M +5.8M (+77.3%) | 2.12% +0.748 pp | 0.02% +0.009 pp | USD26.42 +18.0% | 32 qtrs — |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 361.5K -3.7K (-1.0%) | 11.27M +1.3M (+13.4%) | 1.80% -0.021 pp | 0.03% +0.003 pp | USD24.05 +29.6% | 33 qtrs — |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 355.5K +21.2K (+6.3%) | 11.08M +2.0M (+21.9%) | 1.77% +0.103 pp | 0.01% +0.003 pp | USD19.15 +62.8% | 8 qtrs — |
| 14 | MORGAN STANLEY | 337.5K +72.6K (+27.4%) | 10.52M +3.3M (+46.0%) | 1.68% +0.359 pp | 0.00% +0.000 pp | USD24.66 +26.4% | 51 qtrs — |
| 15 | JPMORGAN CHASE & CO | 288.1K -89.7K (-23.7%) | 8.98M -1.3M (-12.6%) | 1.43% -0.449 pp | 0.00% 0.000 pp | USD25.50 +22.2% | 51 qtrs — |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 271.3K -40.2K (-12.9%) | 8.46M -16.2K (-0.2%) | 1.35% -0.202 pp | 0.01% +0.002 pp | USD25.11 +24.1% | 79 qtrs — |
| 17 | FOURTHSTONE LLC | 254.5K -67.7K (-21.0%) | 7.93M -831.1K (-9.5%) | 1.27% -0.339 pp | 1.48% -0.087 pp | USD26.05 +19.7% | 6 qtrs — |
| 18 | ALLIANCEBERNSTEIN L.P. | 240.1K +20.2K (+9.2%) | 7.48M +1.5M (+25.1%) | 1.19% +0.099 pp | 0.00% +0.001 pp | USD26.95 +15.7% | 13 qtrs — |
| 19 | RHINO INVESTMENT PARTNERS, INC | 215.9K -4.4K (-2.0%) | 6.73M +738.5K (+12.3%) | 1.07% -0.023 pp | 1.91% +0.017 pp | USD26.90 +15.9% | 5 qtrs — |
| 20 | GOLDMAN SACHS GROUP INC | 214.6K -5.0K (-2.3%) | 6.69M +715.0K (+12.0%) | 1.07% -0.027 pp | 0.00% +0.000 pp | USD24.99 +24.7% | 38 qtrs — |
| 21 | PROSHARE ADVISORS LLC | 195.5K -264.3K (-57.5%) | 6.09M -6.4M (-51.3%) | 0.97% -1.318 pp | 0.01% -0.015 pp | USD26.42 +18.0% | 3 qtrs — |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 168.7K +774.0 (+0.5%) | 5.26M +691.0K (+15.1%) | 0.84% +0.003 pp | 0.00% +0.000 pp | USD26.97 +15.6% | 57 qtrs — |
| 23 | LSV ASSET MANAGEMENT | 167.5K +— (+0.0%) | 5.22M +665.0K (+14.6%) | 0.83% -0.001 pp | 0.01% +0.001 pp | USD22.95 +35.8% | 59 qtrs — |
| 24 | TWO SIGMA INVESTMENTS, LP | 163.5K -11.9K (-6.8%) | 5.10M +325.5K (+6.8%) | 0.81% -0.060 pp | 0.01% +0.000 pp | USD25.18 +23.8% | 26 qtrs — |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 163.5K +9.0K (+5.8%) | 5.10M +893.8K (+21.3%) | 0.81% +0.044 pp | 0.11% +0.017 pp | USD23.15 +34.6% | 77 qtrs — |
| 26 | NORTHERN TRUST CORP | 160.3K -9.5K (-5.6%) | 5.00M +376.8K (+8.2%) | 0.80% -0.049 pp | 0.00% +0.000 pp | USD22.16 +40.7% | 51 qtrs — |
| 27 | CANANDAIGUA NATIONAL BANK & TRUST CO | 155.0K -24.7K (-13.7%) | 4.83M -55.7K (-1.1%) | 0.77% -0.124 pp | 0.43% +0.004 pp | USD19.28 +61.7% | 12 qtrs — |
| 28 | MALTESE CAPITAL MANAGEMENT LLC | 145.0K -66.0K (-31.3%) | 4.52M -1.2M (-21.2%) | 0.72% -0.330 pp | 0.80% -0.067 pp | USD27.29 +14.2% | 5 qtrs — |
| 29 | PALISADES INVESTMENT PARTNERS, LLC | 140.9K +3.4K (+2.5%) | 4.43M +653.6K (+17.3%) | 0.70% +0.016 pp | 1.67% +0.191 pp | USD20.35 +53.2% | 7 qtrs — |
| 30 | BANK OF NEW YORK MELLON CORP | 121.4K -13.0K (-9.7%) | 3.78M +127.7K (+3.5%) | 0.60% -0.066 pp | 0.00% +0.000 pp | USD22.68 +37.4% | 66 qtrs — |
| 31 | COURIER CAPITAL LLC | 115.9K -17.1K (-12.9%) | 3.61M -5.2K (-0.1%) | 0.58% -0.086 pp | 0.20% -0.004 pp | USD19.55 +59.4% | 26 qtrs — |
| 32 | TWO SIGMA ADVISERS, LP | 109.4K +4.1K (+3.9%) | 3.41M +545.8K (+19.1%) | 0.54% +0.020 pp | 0.01% +0.001 pp | USD22.22 +40.3% | 51 qtrs — |
| 33 | RMB CAPITAL MANAGEMENT, LLC | 100.0K +— (+0.0%) | 3.12M +397.0K (+14.6%) | 0.50% -0.001 pp | 0.05% +0.004 pp | USD27.03 +15.3% | 5 qtrs — |
| 34 | MENDON CAPITAL ADVISORS CORP | 100.0K -6.0K (-5.7%) | 3.12M +233.2K (+8.1%) | 0.50% -0.031 pp | 0.92% -0.183 pp | USD27.04 +15.3% | 5 qtrs — |
| 35 | VERITION FUND MANAGEMENT LLC | 97.3K -266.9K (-73.3%) | 3.03M -6.9M (-69.4%) | 0.48% -1.330 pp | 0.01% -0.029 pp | USD26.86 +16.0% | 5 qtrs — |
| 36 | AQR CAPITAL MANAGEMENT LLC | 94.6K +91.0 (+0.1%) | 2.95M +377.9K (+14.7%) | 0.47% 0.000 pp | 0.00% 0.000 pp | USD21.26 +46.6% | 10 qtrs — |
| 37 | EMPOWERED FUNDS, LLC | 93.5K +9.0K (+10.6%) | 2.91M +615.9K (+26.8%) | 0.47% +0.044 pp | 0.02% 0.000 pp | USD20.28 +53.7% | 11 qtrs — |
| 38 | TREXQUANT INVESTMENT LP | 92.2K +22.4K (+32.1%) | 2.88M +975.3K (+51.3%) | 0.46% +0.111 pp | 0.03% +0.006 pp | USD27.00 +15.4% | 4 qtrs — |
| 39 | SEGALL BRYANT & HAMILL, LLC | 72.0K -39.0 (-0.1%) | 2.24M +284.7K (+14.5%) | 0.36% -0.001 pp | 0.03% +0.004 pp | USD26.13 +19.3% | 6 qtrs — |
| 40 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 60.9K -1.1K (-1.8%) | 1.90M +210.8K (+12.5%) | 0.30% -0.006 pp | 0.01% +0.001 pp | USD25.68 +21.4% | 3 qtrs — |
| 41 | FMR LLC | 60.8K +14.1K (+30.3%) | 1.89M +625.7K (+49.3%) | 0.30% +0.070 pp | 0.00% +0.000 pp | USD28.23 +10.4% | 30 qtrs — |
| 42 | BANK OF AMERICA CORP /DE/ | 59.5K -22.2K (-27.1%) | 1.85M -366.4K (-16.5%) | 0.30% -0.111 pp | 0.00% +0.000 pp | USD26.10 +19.4% | 52 qtrs — |
| 43 | NEW YORK STATE COMMON RETIREMENT FUND | 59.4K +— (+0.0%) | 1.85M +235.9K (+14.6%) | 0.30% 0.000 pp | 0.00% +0.000 pp | USD23.77 +31.1% | 44 qtrs — |
| 44 | AMERICAN CENTURY COMPANIES INC | 54.1K +1.5K (+2.8%) | 1.69M +254.8K (+17.8%) | 0.27% +0.007 pp | 0.00% +0.000 pp | USD24.54 +27.0% | 34 qtrs — |
| 45 | THRIVENT FINANCIAL FOR LUTHERANS | 52.2K -1.2K (-2.2%) | 1.63M +176.0K (+12.1%) | 0.26% -0.006 pp | 0.00% +0.000 pp | USD27.00 +15.4% | 35 qtrs — |
| 46 | BAYVIEW ASSET MANAGEMENT, LLC | 50.0K +— (+0.0%) | 1.56M +198.5K (+14.6%) | 0.25% 0.000 pp | 0.36% +0.028 pp | USD26.63 +17.0% | 7 qtrs — |
| 47 | CUTLER CAPITAL MANAGEMENT, LLC | 49.4K +1.1K (+2.3%) | 1.54M +226.1K (+17.2%) | 0.25% +0.005 pp | 0.45% +0.030 pp | USD25.46 +22.4% | 27 qtrs — |
| 48 | KENNEDY CAPITAL MANAGEMENT LLC | 46.3K +— (+0.0%) | 1.44M +184.0K (+14.6%) | 0.23% 0.000 pp | 0.03% +0.003 pp | USD26.96 +15.6% | 5 qtrs — |
| 49 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 46.2K +76.0 (+0.2%) | 1.44M +185.4K (+14.8%) | 0.23% +0.000 pp | 0.00% +0.000 pp | USD27.30 +14.2% | 5 qtrs — |
| 50 | AMERIPRISE FINANCIAL INC | 41.5K +— (+0.0%) | 1.29M +164.9K (+14.6%) | 0.21% 0.000 pp | 0.00% +0.000 pp | USD24.22 +28.7% | 35 qtrs — |
| 51 | RUSSELL INVESTMENTS GROUP, LTD. | 38.4K +872.0 (+2.3%) | 1.20M +176.4K (+17.3%) | 0.19% +0.004 pp | 0.00% +0.000 pp | USD27.25 +14.4% | 16 qtrs — |
| 52 | VICTORY CAPITAL MANAGEMENT INC | 38.0K -1.5K (-3.9%) | 1.18M +109.2K (+10.2%) | 0.19% -0.008 pp | 0.00% +0.000 pp | USD22.32 +39.7% | 45 qtrs — |
| 53 | NUVEEN, LLC | 37.0K +— (+0.0%) | 1.15M +147.0K (+14.6%) | 0.18% 0.000 pp | 0.00% +0.000 pp | USD24.96 +24.9% | 4 qtrs — |
| 54 | BARCLAYS PLC | 36.3K -8.5K (-18.9%) | 1.13M -8.9K (-0.8%) | 0.18% -0.043 pp | 0.00% +0.000 pp | USD24.10 +29.3% | 51 qtrs — |
| 55 | INVESCO LTD. | 35.3K -3.9K (-9.8%) | 1.10M +35.3K (+3.3%) | 0.18% -0.019 pp | 0.00% +0.000 pp | USD21.60 +44.3% | 57 qtrs — |
| 56 | NUMERAI GP LLC | 30.5K -2.6K (-7.7%) | 950.9K +51.6K (+5.7%) | 0.15% -0.013 pp | 0.11% -0.012 pp | USD27.20 +14.6% | 2 qtrs — |
| 57 | Y-INTERCEPT (HONG KONG) LTD | 29.1K +2.6K (+9.9%) | 906.2K +186.4K (+25.9%) | 0.14% +0.013 pp | 0.02% +0.003 pp | USD26.60 +17.2% | 3 qtrs — |
| 58 | GSA CAPITAL PARTNERS LLP | 28.3K +10.0K (+54.9%) | 882.0K +385.0K (+77.5%) | 0.14% +0.050 pp | 0.08% +0.035 pp | USD28.61 +8.9% | 2 qtrs — |
| 59 | JANE STREET GROUP, LLC | 27.4K -10.9K (-28.4%) | 854.4K -187.0K (-18.0%) | 0.14% -0.054 pp | 0.00% +0.000 pp | USD25.97 +20.0% | 7 qtrs — |
| 60 | UBS GROUP AG | 26.1K -12.3K (-32.1%) | 813.5K -231.5K (-22.2%) | 0.13% -0.062 pp | 0.00% +0.000 pp | USD24.58 +26.8% | 45 qtrs — |
| 61 | RHUMBLINE ADVISERS | 25.6K -4.5K (-14.9%) | 797.1K -20.3K (-2.5%) | 0.13% -0.023 pp | 0.00% +0.000 pp | USD23.78 +31.1% | 51 qtrs — |
| 62 | FEDERATED HERMES, INC. | 25.1K -44.0K (-63.7%) | 782.8K -1.1M (-58.4%) | 0.13% -0.219 pp | 0.00% -0.002 pp | USD28.97 +7.6% | 54 qtrs — |
| 63 | XTX TOPCO LTD | 23.9K +15.4K (+182.7%) | 744.9K +515.0K (+223.9%) | 0.12% +0.077 pp | 0.02% +0.008 pp | USD29.77 +4.7% | 2 qtrs — |
| 64 | CITADEL ADVISORS LLC | 23.3K +14.7K (+171.3%) | 725.5K +492.1K (+210.9%) | 0.12% +0.073 pp | 0.00% +0.000 pp | USD27.75 +12.3% | 38 qtrs — |
| 65 | WELLS FARGO & COMPANY/MN | 23.0K +7.0K (+44.2%) | 716.3K +282.8K (+65.2%) | 0.11% +0.035 pp | 0.00% +0.000 pp | USD25.45 +22.5% | 47 qtrs — |
| 66 | CREATIVE PLANNING | 18.3K +412.0 (+2.3%) | 571.5K +84.0K (+17.2%) | 0.09% +0.002 pp | 0.00% +0.000 pp | USD25.65 +21.5% | 15 qtrs — |
| 67 | POINT72 ASSET MANAGEMENT, L.P. | 18.0K +18.0K (+100.0%) | 560.7K +560.7K (+100.0%) | 0.09% +0.090 pp | 0.00% +0.001 pp | USD31.17 +0.0% | 1 qtrs NEW |
| 68 | QUANTINNO CAPITAL MANAGEMENT LP | 17.3K +2.1K (+14.1%) | 539.5K +126.8K (+30.7%) | 0.09% +0.011 pp | 0.00% +0.000 pp | USD27.69 +12.6% | 2 qtrs — |
| 69 | QUEST PARTNERS LLC | 17.1K +729.0 (+4.5%) | 531.9K +87.6K (+19.7%) | 0.08% +0.004 pp | 0.03% +0.001 pp | USD27.37 +13.9% | 2 qtrs — |
| 70 | SEI INVESTMENTS CO | 16.9K +2.0K (+13.1%) | 526.1K +120.2K (+29.6%) | 0.08% +0.010 pp | 0.00% +0.000 pp | USD26.00 +19.9% | 6 qtrs — |
| 71 | FRANKLIN RESOURCES INC | 16.8K -6.9K (-29.2%) | 524.8K -122.1K (-18.9%) | 0.08% -0.035 pp | 0.00% +0.000 pp | USD26.40 +18.1% | 18 qtrs — |
| 72 | MARSHALL WACE, LLP | 15.9K -1.5K (-8.5%) | 496.4K +23.2K (+4.9%) | 0.08% -0.007 pp | 0.00% +0.000 pp | USD27.20 +14.6% | 2 qtrs — |
| 73 | RAFFERTY ASSET MANAGEMENT, LLC | 15.1K -9.3K (-38.1%) | 470.2K -192.8K (-29.1%) | 0.08% -0.046 pp | 0.00% -0.001 pp | USD25.81 +20.8% | 3 qtrs — |
| 74 | D. E. SHAW & CO., INC. | 14.6K -7.4K (-33.5%) | 456.3K -142.3K (-23.8%) | 0.07% -0.037 pp | 0.00% 0.000 pp | USD27.20 +14.6% | 2 qtrs — |
| 75 | DEUTSCHE BANK AG\ | 14.5K -122.0 (-0.8%) | 451.0K +54.1K (+13.6%) | 0.07% -0.001 pp | 0.00% +0.000 pp | USD25.30 +23.2% | 50 qtrs — |
| 76 | CAPTRUST FINANCIAL ADVISORS | 13.5K +13.5K (+100.0%) | 420.0K +420.0K (+100.0%) | 0.07% +0.067 pp | 0.00% +0.001 pp | USD31.17 +0.0% | 1 qtrs NEW |
| 77 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 12.2K +1.9K (+18.9%) | 381.2K +101.3K (+36.2%) | 0.06% +0.010 pp | 0.00% +0.001 pp | USD27.83 +12.0% | 2 qtrs — |
| 78 | PRICE T ROWE ASSOCIATES INC /MD/ | 11.8K +1.2K (+11.7%) | 367.0K +80.0K (+27.9%) | 0.06% +0.006 pp | 0.00% +0.000 pp | USD25.83 +20.7% | 4 qtrs — |
| 79 | MILLENNIUM MANAGEMENT LLC | 11.7K -172.9K (-93.7%) | 364.5K -4.7M (-92.7%) | 0.06% -0.862 pp | 0.00% -0.002 pp | USD26.30 +18.5% | 42 qtrs — |
| 80 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 11.5K +88.0 (+0.8%) | 357.7K +48.0K (+15.5%) | 0.06% +0.000 pp | 0.01% +0.000 pp | USD25.01 +24.6% | 4 qtrs — |
| 81 | CITIGROUP INC | 11.2K -3.4K (-23.0%) | 350.2K -46.7K (-11.8%) | 0.06% -0.017 pp | 0.00% +0.000 pp | USD24.63 +26.6% | 54 qtrs — |
| 82 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.1K +126.0 (+1.1%) | 350.0K +49.0K (+16.3%) | 0.06% +0.001 pp | 0.00% +0.000 pp | USD19.02 +63.9% | 10 qtrs — |
| 83 | METLIFE INVESTMENT MANAGEMENT, LLC | 11.2K +— (+0.0%) | 349.4K +44.5K (+14.6%) | 0.06% 0.000 pp | 0.00% +0.000 pp | USD28.54 +9.2% | 33 qtrs — |
| 84 | CAMPBELL & CO INVESTMENT ADVISER LLC | 11.2K -1.3K (-10.6%) | 348.5K +8.3K (+2.4%) | 0.06% -0.007 pp | 0.02% -0.009 pp | USD27.20 +14.6% | 2 qtrs — |
| 85 | PRUDENTIAL FINANCIAL INC | 10.8K -8.7K (-44.6%) | 336.9K -194.1K (-36.6%) | 0.05% -0.044 pp | 0.00% 0.000 pp | USD24.49 +27.3% | 60 qtrs — |
| 86 | GREAT LAKES ADVISORS, LLC | 10.8K -337.0 (-3.0%) | 335.5K +33.6K (+11.1%) | 0.05% -0.002 pp | 0.00% +0.000 pp | USD19.00 +64.1% | 7 qtrs — |
| 87 | GRAHAM CAPITAL MANAGEMENT, L.P. | 9.7K +9.7K (+100.0%) | 303.4K +303.4K (+100.0%) | 0.05% +0.048 pp | 0.01% +0.007 pp | USD31.17 +0.0% | 1 qtrs NEW |
| 88 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 9.4K +9.4K (+100.0%) | 294.1K +294.1K (+100.0%) | 0.05% +0.047 pp | 0.00% +0.001 pp | USD31.17 +0.0% | 1 qtrs NEW |
| 89 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 9.2K +99.0 (+1.1%) | 286.8K +39.2K (+15.8%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD20.88 +49.3% | 7 qtrs — |
| 90 | SKOPOS LABS, INC. | 9.1K +9.1K (+100.0%) | 286.3K +286.3K (+100.0%) | 0.05% +0.045 pp | 0.01% +0.013 pp | USD31.17 +0.0% | 1 qtrs NEW |
| 91 | STONEBROOK PRIVATE INC. | 8.7K +16.0 (+0.2%) | 270.2K +34.9K (+14.8%) | 0.04% +0.000 pp | 0.06% +0.006 pp | USD25.50 +22.2% | 6 qtrs — |
| 92 | CWM, LLC | 8.6K +34.0 (+0.4%) | 267.0K +35.0K (+15.1%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD22.03 +41.5% | 14 qtrs — |
| 93 | SG AMERICAS SECURITIES, LLC | 8.4K +8.4K (+100.0%) | 260.0K +260.0K (+100.0%) | 0.04% +0.042 pp | 0.00% +0.000 pp | USD31.17 +0.0% | 12 qtrs — |
| 94 | FIRST TRUST ADVISORS LP | 8.0K -3.2K (-28.2%) | 250.1K -53.8K (-17.7%) | 0.04% -0.016 pp | 0.00% +0.000 pp | USD25.39 +22.8% | 6 qtrs — |
| 95 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 8.0K +8.0K (+100.0%) | 248.7K +248.7K (+100.0%) | 0.04% +0.040 pp | 0.00% +0.003 pp | USD31.17 +0.0% | 1 qtrs NEW |
| 96 | AIGEN INVESTMENT MANAGEMENT, LP | 7.5K +7.5K (+100.0%) | 235.2K +235.2K (+100.0%) | 0.04% +0.038 pp | 0.05% +0.055 pp | USD31.17 +0.0% | 1 qtrs NEW |
| 97 | AQUATIC CAPITAL MANAGEMENT LLC | 7.5K -4.6K (-38.2%) | 234.1K -96.3K (-29.2%) | 0.04% -0.023 pp | 0.01% +0.001 pp | USD27.20 +14.6% | 2 qtrs — |
| 98 | CARY STREET PARTNERS FINANCIAL LLC | 7.5K +— (+0.0%) | 232.2K +29.6K (+14.6%) | 0.04% +0.000 pp | 0.01% +0.001 pp | USD27.20 +14.6% | 2 qtrs — |
| 99 | INTECH INVESTMENT MANAGEMENT LLC | 7.3K -1.6K (-17.6%) | 226.6K -13.5K (-5.6%) | 0.04% -0.008 pp | 0.00% 0.000 pp | USD27.20 +14.6% | 4 qtrs — |
| 100 | MARTINGALE ASSET MANAGEMENT L P | 7.2K -900.0 (-11.1%) | 224.4K +4.1K (+1.9%) | 0.04% -0.005 pp | 0.01% +0.000 pp | USD27.20 +14.6% | 38 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 91 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.41% | 119.3K | 0.60% |
| 2 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.31% | 279.7K | 0.63% |
| 3 | Barron's 400SM ETF BFOR | 0.28% | 643.8K | 0.65% |
| 4 | First Trust Active Factor Small Cap ETF AFSM | 0.24% | 271.7K | 0.75% |
| 5 | iShares Micro-Cap ETF IWC | 0.17% | 2.59M | 0.60% |
| 6 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.15% | 2.64M | 0.47% |
| 7 | State Street SPDR S&P Regional Banking ETF KRE | 0.13% | 6.32M | 0.35% |
| 8 | Fidelity Small-Mid Multifactor ETF FSMD | 0.10% | 2.71M | 0.15% |
| 9 | Vanguard U.S. Value Factor ETF VFVA | 0.10% | 811.2K | 0.13% |
| 10 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.07% | 752.8K | 0.20% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
—
Shares disposed
1.0K
Cash buys
—
Cash sales
—
Net activity
-1,000
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2027-03-07 | BYERS SANDRA L | Officer | — | D | Restricted Stock Unit | 1,232 | 0.00 | — | 0 | — | ↗ |
| 2026-09-27 | JONES BLAKE G | Officer | — | D | Restricted Stock Unit | 1,000 | 0.00 | — | 0 | — | ↗ |
| 2026-05-20 | Zupan Mark | Director | A-Award | A | Common Stock | 1,282 | 0.00 | — | 15,301 | D | ↗ |
| 2026-05-20 | VanGelder Kim E | Director | A-Award | A | Common Stock | 1,282 | 0.00 | — | 30,356 | D | ↗ |
| 2026-05-20 | Schrader Robert L. | Director | A-Award | A | Common Stock | 1,282 | 0.00 | — | 2,643 | D | ↗ |
| 2026-05-20 | PANZARELLA ANGELA J | Director | A-Award | A | Common Stock | 1,282 | 0.00 | — | 5,932 | D | ↗ |
| 2026-05-20 | Latella Robert N | Director | A-Award | A | Common Stock | 1,282 | 0.00 | — | 32,849 | D | ↗ |
| 2026-05-20 | HOLLIDAY SUSAN R | Director | A-Award | A | Common Stock | 1,282 | 0.00 | — | 41,678 | D | ↗ |
| 2026-05-20 | HARTING BRUCE W | Director | A-Award | A | Common Stock | 1,282 | 0.00 | — | 7,421 | D | ↗ |
| 2026-05-20 | Glaser Robert M | Director | A-Award | A | Common Stock | 1,282 | 0.00 | — | 49,333 | D | ↗ |
| 2026-05-20 | Finch Steven C. | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2026-05-20 | DORN ANDREW W JR | Director | A-Award | A | Common Stock | 1,282 | 0.00 | — | 39,066 | D | ↗ |
| 2026-05-20 | Burlew Dawn H | Director | A-Award | A | Common Stock | 313 | 35.10 | 11.0K | 22,252 | D | ↗ |
| 2026-05-20 | Bovenzi David | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2026-03-20 | Quinn Kevin B | Officer | M-Exempt | D | Restricted Stock Unit | 2,684 | 0.00 | — | 0 | D | ↗ |
| 2026-03-20 | Plants William Jack II | Officer | M-Exempt | D | Restricted Stock Unit | 2,898 | 0.00 | — | 0 | D | ↗ |
| 2026-03-20 | PACOS GARY A. | Officer | M-Exempt | A | Common Stock | 2,302 | 0.00 | — | 4,302 | D | ↗ |
| 2026-03-20 | Collins Laurie R | Officer | M-Exempt | D | Restricted Stock Unit | 2,254 | 0.00 | — | 0 | D | ↗ |
| 2026-03-20 | Burruano Samuel J Jr | Officer | M-Exempt | A | Common Stock | 2,416 | 0.00 | — | 16,108 | D | ↗ |
| 2026-03-20 | BYERS SANDRA L | Officer | M-Exempt | D | Restricted Stock Unit | 690 | 0.00 | — | 0 | D | ↗ |
| 2026-03-20 | BIRMINGHAM MARTIN KEARNEY | Officer | M-Exempt | D | Restricted Stock Unit | 10,672 | 0.00 | — | 0 | D | ↗ |
| 2026-03-12 | Plants William Jack II | Officer | P-Purchase | A | Common Stock | 660 | 30.12 | 19.9K | 6,159 | D | ↗ |
| 2026-03-05 | Quinn Kevin B | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-05 | Plants William Jack II | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-05 | PACOS GARY A. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-05 | MARKS ERIC W. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-05 | JONES BLAKE G | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-05 | Collins Laurie R | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-05 | Burruano Samuel J Jr | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-05 | BYERS SANDRA L | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-05 | BIRMINGHAM MARTIN KEARNEY | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-31 | Quinn Kevin B | Officer | — | — | Common Stock | 0 | 0.00 | — | 5,275 | D | ↗ |
| 2025-12-31 | Plants William Jack II | Officer | — | — | Common Stock | 0 | 0.00 | — | 5,499 | D | ↗ |
| 2025-12-31 | JONES BLAKE G | Officer | — | — | Common Stock | 0 | 0.00 | — | 232 | I | ↗ |
| 2025-12-31 | Collins Laurie R | Officer | — | — | Common Stock | 0 | 0.00 | — | 6,227 | D | ↗ |
| 2025-12-31 | BIRMINGHAM MARTIN KEARNEY | Officer | — | — | Common Stock | 0 | 0.00 | — | 130,797 | D | ↗ |
| 2025-11-28 | Zupan Mark | Director | A-Award | A | Common Stock | 449 | 30.60 | 13.7K | 14,019 | D | ↗ |
| 2025-11-28 | PANZARELLA ANGELA J | Director | A-Award | A | Common Stock | 898 | 30.60 | 27.5K | 4,650 | D | ↗ |
| 2025-11-28 | Glaser Robert M | Director | A-Award | A | Common Stock | 571 | 30.60 | 17.5K | 48,051 | D | ↗ |
| 2025-11-28 | Burlew Dawn H | Director | A-Award | A | Common Stock | 408 | 30.60 | 12.5K | 20,657 | D | ↗ |
| 2025-10-25 | WHITING REID A | Officer | — | D | Restricted Stock Unit | 1,000 | 0.00 | — | 0 | — | ↗ |
| 2025-07-08 | BYERS SANDRA L | Officer | M-Exempt | A | Common Stock | 250 | 0.00 | — | 1,460 | D | ↗ |
| 2025-05-28 | Zupan Mark | Director | A-Award | A | Common Stock | 1,361 | 0.00 | — | 13,035 | D | ↗ |
| 2025-05-28 | VanGelder Kim E | Director | A-Award | A | Common Stock | 1,361 | 0.00 | — | 29,074 | D | ↗ |
| 2025-05-28 | Schrader Robert L. | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-05-28 | PANZARELLA ANGELA J | Director | A-Award | A | Common Stock | 1,361 | 0.00 | — | 2,682 | D | ↗ |
| 2025-05-28 | Latella Robert N | Director | A-Award | A | Common Stock | 1,361 | 0.00 | — | 31,567 | D | ↗ |
| 2025-05-28 | HOLLIDAY SUSAN R | Director | A-Award | A | Common Stock | 1,361 | 0.00 | — | 40,396 | D | ↗ |
| 2025-05-28 | HARTING BRUCE W | Director | A-Award | A | Common Stock | 1,361 | 0.00 | — | 6,139 | D | ↗ |
| 2025-05-28 | Glaser Robert M | Director | A-Award | A | Common Stock | 1,361 | 0.00 | — | 46,800 | D | ↗ |
| 2025-05-28 | DORN ANDREW W JR | Director | A-Award | A | Common Stock | 1,361 | 0.00 | — | 37,784 | D | ↗ |
| 2025-05-28 | Burlew Dawn H | Director | A-Award | A | Common Stock | 607 | 25.70 | 15.6K | 20,249 | D | ↗ |
| 2025-05-28 | BOSWELL DONALD | Director | A-Award | A | Common Stock | 1,361 | 0.00 | — | 16,656 | D | ↗ |
| 2025-03-26 | MARKS ERIC W. | Officer | A-Award | A | Restricted Stock Units | 2,500 | 0.00 | — | 0 | D | ↗ |
| 2025-03-16 | Quinn Kevin B | Officer | M-Exempt | D | Restricted Stock Unit | 1,532 | 0.00 | — | 0 | D | ↗ |
| 2025-03-16 | Plants William Jack II | Officer | M-Exempt | D | Restricted Stock Unit | 1,604 | 0.00 | — | 0 | D | ↗ |
| 2025-03-16 | Collins Laurie R | Officer | M-Exempt | D | Restricted Stock Unit | 1,282 | 0.00 | — | 0 | D | ↗ |
| 2025-03-16 | Burruano Samuel J Jr | Officer | M-Exempt | D | Restricted Stock Unit | 1,392 | 0.00 | — | 0 | D | ↗ |
| 2025-03-16 | BYERS SANDRA L | Officer | M-Exempt | D | Restricted Stock Unit | 410 | 0.00 | — | 0 | D | ↗ |
| 2025-03-16 | BIRMINGHAM MARTIN KEARNEY | Officer | F-InKind | D | Common Stock | 2,291 | 26.05 | 59.7K | 130,797 | D | ↗ |
| 2025-03-06 | Quinn Kevin B | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-06 | Plants William Jack II | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-06 | PACOS GARY A. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-06 | MARKS ERIC W. | Officer | A-Award | A | Restricted Stock Units | 2,500 | 0.00 | — | 0 | D | ↗ |
| 2025-03-06 | JONES BLAKE G | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-06 | Collins Laurie R | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-06 | Burruano Samuel J Jr | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-06 | BYERS SANDRA L | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-06 | BIRMINGHAM MARTIN KEARNEY | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-03 | MARKS ERIC W. | Officer | A-Award | A | Restricted Stock Units | 2,500 | 0.00 | — | 0 | D | ↗ |
| 2025-02-12 | PANZARELLA ANGELA J | Director | A-Award | A | Common Stock | 667 | 0.00 | — | 667 | D | ↗ |
| 2025-01-22 | PANZARELLA ANGELA J | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2024-12-31 | Quinn Kevin B | Officer | — | — | Common Stock | 0 | 0.00 | — | 22 | I | ↗ |
| 2024-12-31 | JONES BLAKE G | Officer | — | — | Common Stock | 0 | 0.00 | — | 220 | I | ↗ |
| 2024-12-31 | Collins Laurie R | Officer | — | — | Common Stock | 0 | 0.00 | — | 687 | I | ↗ |
| 2024-12-13 | Zupan Mark | Director | P-Purchase | A | Common Stock | 2,000 | 25.00 | 50.0K | 11,674 | D | ↗ |
| 2024-12-13 | VanGelder Kim E | Director | P-Purchase | A | Common Stock | 600 | 25.00 | 15.0K | 27,713 | D | ↗ |
| 2024-12-13 | Quinn Kevin B | Officer | P-Purchase | A | Common Stock | 400 | 25.00 | 10.0K | 3,705 | D | ↗ |
| 2024-12-13 | Plants William Jack II | Officer | P-Purchase | A | Common Stock | 2,800 | 25.00 | 70.0K | 4,937 | I | ↗ |
| 2024-12-13 | PACOS GARY A. | Officer | P-Purchase | A | Common Stock | 2,000 | 25.00 | 50.0K | 2,000 | D | ↗ |
| 2024-12-13 | Latella Robert N | Director | P-Purchase | A | Common Stock | 4,000 | 25.00 | 100.0K | 16,000 | I | ↗ |
| 2024-12-13 | HOLLIDAY SUSAN R | Director | P-Purchase | A | Common Stock | 2,000 | 25.00 | 50.0K | 39,035 | D | ↗ |
| 2024-12-13 | Glaser Robert M | Director | P-Purchase | A | Common Stock | 4,000 | 25.00 | 100.0K | 45,439 | D | ↗ |
| 2024-12-13 | GULLO SAMUEL M | Director | P-Purchase | A | Common Stock | 4,000 | 25.00 | 100.0K | 40,840 | D | ↗ |
| 2024-12-13 | DORN ANDREW W JR | Director | P-Purchase | A | Common Stock | 2,000 | 25.00 | 50.0K | 36,423 | D | ↗ |
| 2024-12-13 | Collins Laurie R | Officer | P-Purchase | A | Common Stock | 2,000 | 25.00 | 50.0K | 4,719 | D | ↗ |
| 2024-12-13 | Burruano Samuel J Jr | Officer | P-Purchase | A | Common Stock | 2,000 | 25.00 | 50.0K | 12,206 | D | ↗ |
| 2024-12-13 | BYERS SANDRA L | Officer | P-Purchase | A | Common Stock | 800 | 25.00 | 20.0K | 800 | D | ↗ |
| 2024-12-13 | BOSWELL DONALD | Director | P-Purchase | A | Common Stock | 800 | 25.00 | 20.0K | 15,295 | D | ↗ |
| 2024-12-13 | BIRMINGHAM MARTIN KEARNEY | Officer | P-Purchase | A | Common Stock | 4,000 | 25.00 | 100.0K | 126,732 | D | ↗ |
| 2024-12-05 | Zupan Mark | Director | A-Award | A | Common Stock | 257 | 0.00 | — | 9,674 | D | ↗ |
| 2024-12-05 | Latella Robert N | Director | A-Award | A | Common Stock | 280 | 0.00 | — | 30,206 | D | ↗ |
| 2024-12-05 | Glaser Robert M | Director | A-Award | A | Common Stock | 654 | 0.00 | — | 41,439 | D | ↗ |
| 2024-12-05 | Burlew Dawn H | Director | A-Award | A | Common Stock | 467 | 0.00 | — | 18,281 | D | ↗ |
| 2024-12-05 | BOSWELL DONALD | Director | A-Award | A | Common Stock | 280 | 0.00 | — | 14,495 | D | ↗ |
| 2024-08-02 | Collins Laurie R | Officer | M-Exempt | A | Common Stock | 3,000 | 0.00 | — | 3,800 | — | ↗ |
| 2024-06-05 | Zupan Mark | Director | A-Award | A | Common Stock | 392 | 17.49 | 6.9K | 9,417 | — | ↗ |
| 2024-06-05 | VanGelder Kim E | Director | A-Award | A | Common Stock | 2,001 | 0.00 | — | 27,113 | — | ↗ |
| 2024-06-05 | Riveros Mauricio F | Director | A-Award | A | Common Stock | 2,001 | 0.00 | — | 6,702 | — | ↗ |
| 2024-06-05 | Latella Robert N | Director | A-Award | A | Common Stock | 428 | 17.49 | 7.5K | 29,926 | — | ↗ |
| 2024-06-05 | HOLLIDAY SUSAN R | Director | A-Award | A | Common Stock | 2,001 | 0.00 | — | 37,035 | — | ↗ |
| 2024-06-05 | HARTING BRUCE W | Director | A-Award | A | Common Stock | 2,001 | 0.00 | — | 4,778 | — | ↗ |
| 2024-06-05 | Glaser Robert M | Director | A-Award | A | Common Stock | 2,001 | 0.00 | — | 38,785 | — | ↗ |
| 2024-06-05 | GULLO SAMUEL M | Director | A-Award | A | Common Stock | 2,001 | 0.00 | — | 36,840 | — | ↗ |
| 2024-06-05 | DORN ANDREW W JR | Director | A-Award | A | Common Stock | 2,001 | 0.00 | — | 34,423 | — | ↗ |
| 2024-06-05 | Burlew Dawn H | Director | A-Award | A | Common Stock | 2,001 | 0.00 | — | 16,921 | — | ↗ |
| 2024-06-05 | BOSWELL DONALD | Director | A-Award | A | Common Stock | 2,001 | 0.00 | — | 13,787 | — | ↗ |
| 2024-03-19 | Quinn Kevin B | Officer | M-Exempt | A | Common Stock | 3,653 | 0.00 | — | 4,613 | — | ↗ |
| 2024-03-19 | Plants William Jack II | Officer | F-InKind | D | Common Stock | 1,288 | 18.29 | 23.6K | 3,830 | — | ↗ |
| 2024-03-19 | Dumbleton Sonia Marie | Officer | F-InKind | D | Common Stock | 417 | 18.29 | 7.6K | 7,993 | — | ↗ |
| 2024-03-19 | Burruano Samuel J Jr | Officer | M-Exempt | D | Restricted Stock Unit | 2,132 | 0.00 | — | 0 | — | ↗ |
| 2024-03-19 | BIRMINGHAM MARTIN KEARNEY | Officer | M-Exempt | D | Restricted Stock Unit | 6,604 | 0.00 | — | 0 | — | ↗ |
| 2024-03-16 | Burruano Samuel J Jr | Officer | M-Exempt | D | Restricted Stock Units | 1,446 | 0.00 | — | 0 | — | ↗ |
| 2024-03-07 | WHITING REID A | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-03-07 | Quinn Kevin B | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-03-07 | Plants William Jack II | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-03-07 | PACOS GARY A. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-03-07 | JONES BLAKE G | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-03-07 | Collins Laurie R | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-03-07 | Burruano Samuel J Jr | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-03-07 | BIRMINGHAM MARTIN KEARNEY | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-31 | WHITING REID A | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-31 | Plants William Jack II | Officer | — | I | Common Stock | 0 | 0.00 | — | 2,137 | — | ↗ |
| 2023-12-31 | Collins Laurie R | Officer | — | D | Common Stock | 0 | 0.00 | — | 800 | — | ↗ |
| 2023-12-31 | BIRMINGHAM MARTIN KEARNEY | Officer | — | D | Common Stock | 0 | 0.00 | — | 112,277 | — | ↗ |
| 2023-12-21 | Zupan Mark | Director | A-Award | A | Common Stock | 597 | 20.92 | 12.5K | 7,024 | — | ↗ |
| 2023-12-21 | VanGelder Kim E | Director | A-Award | A | Common Stock | 1,434 | 20.92 | 30.0K | 25,112 | — | ↗ |
| 2023-12-21 | Glaser Robert M | Director | A-Award | A | Common Stock | 1,552 | 20.92 | 32.5K | 36,784 | — | ↗ |
| 2023-12-21 | Burlew Dawn H | Director | A-Award | A | Common Stock | 824 | 20.92 | 17.2K | 14,920 | — | ↗ |
| 2023-12-21 | BOSWELL DONALD | Director | A-Award | A | Common Stock | 239 | 20.92 | 5.0K | 11,786 | — | ↗ |
| 2023-12-08 | WHITING REID A | Officer | — | I | Common Stock | 0 | 0.00 | — | 41 | — | ↗ |
| 2023-10-28 | Quinn Kevin B | Officer | M-Exempt | D | Restricted Stock Unit | 1,500 | 0.00 | — | 0 | — | ↗ |
| 2023-06-21 | Zupan Mark | Director | A-Award | A | Common Stock | 1,835 | 0.00 | — | 5,663 | — | ↗ |
| 2023-06-21 | VanGelder Kim E | Director | A-Award | A | Common Stock | 1,835 | 0.00 | — | 21,844 | — | ↗ |
| 2023-06-21 | Riveros Mauricio F | Director | A-Award | A | Common Stock | 1,835 | 0.00 | — | 4,701 | — | ↗ |
| 2023-06-21 | Latella Robert N | Director | A-Award | A | Common Stock | 1,835 | 0.00 | — | 27,497 | — | ↗ |
| 2023-06-21 | HOLLIDAY SUSAN R | Director | A-Award | A | Common Stock | 1,835 | 0.00 | — | 35,034 | — | ↗ |
| 2023-06-21 | HARTING BRUCE W | Director | A-Award | A | Common Stock | 1,835 | 0.00 | — | 2,777 | — | ↗ |
| 2023-06-21 | Glaser Robert M | Director | A-Award | A | Common Stock | 1,835 | 0.00 | — | 33,244 | — | ↗ |
| 2023-06-21 | GULLO SAMUEL M | Director | A-Award | A | Common Stock | 1,835 | 0.00 | — | 34,839 | — | ↗ |
| 2023-06-21 | DORN ANDREW W JR | Director | A-Award | A | Common Stock | 1,835 | 0.00 | — | 32,422 | — | ↗ |
| 2023-06-21 | Burlew Dawn H | Director | A-Award | A | Common Stock | 1,835 | 0.00 | — | 13,042 | — | ↗ |
| 2023-06-21 | BOSWELL DONALD | Director | A-Award | A | Common Stock | 1,835 | 0.00 | — | 11,242 | — | ↗ |
| 2023-05-18 | BOSWELL DONALD | Director | P-Purchase | A | Common Stock | 890 | 16.74 | 14.9K | 9,407 | — | ↗ |
| 2023-05-11 | HOLLIDAY SUSAN R | Director | P-Purchase | A | Common Stock | 500 | 15.65 | 7.8K | 1,000 | — | ↗ |
| 2023-05-08 | GULLO SAMUEL M | Director | P-Purchase | A | Common Stock | 2,000 | 15.94 | 31.9K | 33,004 | — | ↗ |
| 2023-05-08 | Collins Laurie R | Officer | I-Discretionary | A | Common Stock | 626 | 15.87 | 9.9K | 626 | — | ↗ |
| 2023-05-04 | Latella Robert N | Director | P-Purchase | A | Common Stock | 10,000 | 15.06 | 150.6K | 12,000 | — | ↗ |
| 2023-05-04 | Glaser Robert M | Director | P-Purchase | A | Common Stock | 1,500 | 14.56 | 21.8K | 1,500 | — | ↗ |
| 2023-05-04 | Bigham Justin K. | Officer | I-Discretionary | A | Common Stock | 1,485 | 15.12 | 22.5K | 1,485 | — | ↗ |
| 2023-05-03 | Plants William Jack II | Officer | P-Purchase | A | Common Stock | 900 | 16.18 | 14.6K | 1,537 | — | ↗ |
| 2023-05-03 | DORN ANDREW W JR | Director | P-Purchase | A | Common Stock | 1,000 | 16.21 | 16.2K | 30,587 | — | ↗ |
| 2023-05-03 | Burruano Samuel J Jr | Officer | P-Purchase | A | Common Stock | 1,000 | 15.82 | 15.8K | 7,155 | — | ↗ |
| 2023-05-03 | BIRMINGHAM MARTIN KEARNEY | Officer | P-Purchase | A | Common Stock | 1,500 | 16.25 | 24.4K | 112,277 | — | ↗ |
| 2023-04-20 | BIRMINGHAM MARTIN KEARNEY | Officer | F-InKind | D | Common Stock | 105 | 18.15 | 1.9K | 110,777 | — | ↗ |
| 2023-03-21 | WILLETT SEAN M | Officer | A-Award | A | Restricted Stock Unit | 2,954 | 0.00 | — | 2,954 | — | ↗ |
| 2023-03-21 | Quinn Kevin B | Officer | A-Award | A | Restricted Stock Unit | 2,684 | 0.00 | — | 2,684 | — | ↗ |
| 2023-03-21 | Plants William Jack II | Officer | A-Award | A | Restricted Stock Unit | 2,898 | 0.00 | — | 2,898 | — | ↗ |
| 2023-03-21 | PACOS GARY A. | Officer | A-Award | A | Restricted Stock Unit | 2,302 | 0.00 | — | 2,302 | — | ↗ |
| 2023-03-21 | Dumbleton Sonia Marie | Officer | A-Award | A | Restricted Stock Unit | 1,286 | 0.00 | — | 1,286 | — | ↗ |
| 2023-03-21 | Collins Laurie R | Officer | A-Award | A | Restricted Stock Unit | 2,254 | 0.00 | — | 2,254 | — | ↗ |
| 2023-03-21 | Burruano Samuel J Jr | Officer | A-Award | A | Restricted Stock Unit | 2,416 | 0.00 | — | 2,416 | — | ↗ |
| 2023-03-21 | Bigham Justin K. | Officer | A-Award | A | Restricted Stock Unit | 3,278 | 0.00 | — | 3,278 | — | ↗ |
| 2023-03-21 | BIRMINGHAM MARTIN KEARNEY | Officer | A-Award | A | Restricted Stock Unit | 10,672 | 0.00 | — | 10,672 | — | ↗ |
| 2023-03-01 | Collins Laurie R | Officer | P-Purchase | A | Common Stock | 800 | 24.75 | 19.8K | 800 | — | ↗ |
| 2023-02-25 | WILLETT SEAN M | Officer | A-Award | A | Restricted Stock Unit | 1,978 | 0.00 | — | 1,978 | — | ↗ |
| 2023-02-25 | Plants William Jack II | Officer | A-Award | A | Restricted Stock Unit | 379 | 0.00 | — | 379 | — | ↗ |
| 2023-02-25 | Phillips Randall R. | Officer | — | D | Restricted Stock Unit | 540 | 0.00 | — | 0 | — | ↗ |
| 2023-02-25 | Dumbleton Sonia Marie | Officer | M-Exempt | A | Common Stock | 947 | 0.00 | — | 7,789 | — | ↗ |
| 2023-02-25 | Burruano Samuel J Jr | Officer | M-Exempt | D | Restricted Stock Unit | 1,212 | 0.00 | — | 0 | — | ↗ |
| 2023-02-25 | Bigham Justin K. | Officer | M-Exempt | D | Restricted Stock Unit | 2,030 | 0.00 | — | 0 | — | ↗ |
| 2023-02-25 | BIRMINGHAM MARTIN KEARNEY | Officer | M-Exempt | D | Restricted Stock Unit | 6,172 | 0.00 | — | 0 | — | ↗ |
| 2023-02-08 | Burruano Samuel J Jr | Officer | P-Purchase | A | Common Stock | 500 | 24.70 | 12.4K | 4,555 | — | ↗ |
| 2023-02-06 | PACOS GARY A. | Officer | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-18 | Plants William Jack II | Officer | M-Exempt | D | Restricted Stock Unit | 1,500 | 0.00 | — | 0 | — | ↗ |
| 2022-12-14 | Zupan Mark | Director | A-Award | A | Common Stock | 515 | 24.24 | 12.5K | 3,828 | — | ↗ |
| 2022-12-14 | VanGelder Kim E | Director | A-Award | A | Common Stock | 1,185 | 24.24 | 28.7K | 20,009 | — | ↗ |
| 2022-12-14 | Riveros Mauricio F | Director | A-Award | A | Common Stock | 257 | 24.24 | 6.2K | 2,866 | — | ↗ |
| 2022-12-14 | Glaser Robert M | Director | A-Award | A | Common Stock | 1,340 | 24.24 | 32.5K | 31,409 | — | ↗ |
| 2022-12-14 | Burlew Dawn H | Director | A-Award | A | Common Stock | 711 | 24.24 | 17.2K | 11,207 | — | ↗ |
| 2022-11-04 | BIRMINGHAM MARTIN KEARNEY | Officer | P-Purchase | A | Common Stock | 1,000 | 23.43 | 23.4K | 101,800 | — | ↗ |
| 2022-10-07 | HARTING BRUCE W | Director | A-Award | A | Common Stock | 942 | 0.00 | — | 942 | — | ↗ |
| 2022-06-14 | Zupan Mark | Director | A-Award | A | Common Stock | 470 | 26.53 | 12.5K | 2,183 | — | ↗ |
| 2022-06-14 | VanGelder Kim E | Director | A-Award | A | Common Stock | 1,083 | 26.53 | 28.7K | 17,694 | — | ↗ |
| 2022-06-14 | Riveros Mauricio F | Director | A-Award | A | Common Stock | 234 | 26.53 | 6.2K | 1,479 | — | ↗ |
| 2022-06-14 | Latella Robert N | Director | A-Award | A | Common Stock | 1,130 | 0.00 | — | 25,662 | — | ↗ |
| 2022-06-14 | HOLLIDAY SUSAN R | Director | A-Award | A | Common Stock | 1,130 | 0.00 | — | 33,199 | — | ↗ |
| 2022-06-14 | Glaser Robert M | Director | A-Award | A | Common Stock | 1,224 | 26.53 | 32.5K | 28,939 | — | ↗ |
| 2022-06-14 | GULLO SAMUEL M | Director | A-Award | A | Common Stock | 1,130 | 0.00 | — | 31,004 | — | ↗ |
| 2022-06-14 | DORN ANDREW W JR | Director | A-Award | A | Common Stock | 1,130 | 0.00 | — | 29,587 | — | ↗ |
| 2022-06-14 | Burlew Dawn H | Director | A-Award | A | Common Stock | 1,130 | 0.00 | — | 10,496 | — | ↗ |
| 2022-06-14 | BOSWELL DONALD | Director | A-Award | A | Common Stock | 1,130 | 0.00 | — | 8,517 | — | ↗ |
| 2022-05-22 | Phillips Randall R. | Officer | M-Exempt | D | Restricted Stock Unit | 820 | 0.00 | — | 0 | — | ↗ |
| 2022-05-22 | Dumbleton Sonia Marie | Officer | M-Exempt | D | Restricted Stock Unit | 389 | 0.00 | — | 0 | — | ↗ |
| 2022-05-22 | Burruano Samuel J Jr | Officer | — | D | Restricted Stock Unit | 618 | 0.00 | — | 0 | — | ↗ |
| 2022-03-16 | WILLETT SEAN M | Officer | A-Award | A | Restricted Stock Unit | 1,760 | 0.00 | — | 1,760 | — | ↗ |
| 2022-03-16 | Quinn Kevin B | Officer | A-Award | A | Restricted Stock Unit | 1,532 | 0.00 | — | 1,532 | — | ↗ |
| 2022-03-16 | Plants William Jack II | Officer | A-Award | A | Restricted Stock Unit | 1,604 | 0.00 | — | 1,604 | — | ↗ |
| 2022-03-16 | Phillips Randall R. | Officer | A-Award | A | Restricted Stock Unit | 1,144 | 0.00 | — | 1,144 | — | ↗ |
| 2022-03-16 | Dumbleton Sonia Marie | Officer | A-Award | A | Restricted Stock Unit | 762 | 0.00 | — | 762 | — | ↗ |
Executive team
Top executives
EBIT / Employee
144.1K
Shares Outstanding
19.69M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Martin K. Birmingham | President, Chief Executive Officer & Director | 1M | male |
| William Jack Plants | Executive Vice President, Chief Financial Officer & Treasurer | 626.0K | male |
| Samuel J. Burruano Jr. | Executive Vice President, Chief Legal Officer & Corporate Secretary | 543.0K | male |
| Kevin Quinn | Senior Vice President & Chief Commercial Banking Officer | 514.9K | male |
| Laurie R. Collins | Senior Vice President & Chief Human Resources Officer | 429.2K | female |
| Sandra L. Byers | Senior Vice President, Controller & Principal Accounting Officer | — | female |
| Scott D. Bader | Senior Vice President & Chief Information Security Officer | — | male |
| Kate Croft | Director of Investor & External Relations | — | female |
| Blake G. Jones | Senior Vice President & Chief Marketing Officer | — | female |
| Eric W. Marks | Senior Vice President & Chief Consumer Banking Officer | — | male |
| Michael David Grover | Senior Vice President, Director of Financial Planning & Analysis and Tax | — | male |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2020-11-20 | 2020-12-09 | Joseph D. Morelle | NY25 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for FISI
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.
