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Five Star Bancorp (FSBC)

USD48.42 +0.77 (+1.62%)
US NASDAQ Financial Services Banks - Regional
Address 3100 Zinfandel Drive 95670
Rancho Cordova, CA, US
CEO James Eugene Beckwith
IPO 2021-05-04
CIK 1275168 ISIN US33830T1034

Explore sections of this company profile

Description

Five Star Bancorp serves as the holding company for Five Star Bank, delivering a full spectrum of banking products and services. The institution caters to a diverse clientele, including small and medium-sized businesses, professionals, and individual customers. Clients can access various deposit options, such as money market accounts, both interest-bearing and non-interest-bearing checking accounts, savings accounts, and time deposits. The bank's lending portfolio encompasses commercial and residential real estate loans, general commercial financing, commercial land loans, agricultural land loans, and construction loans for both commercial and residential projects, alongside consumer and other credit facilities. Additionally, it provides debit cards, remote check deposit capabilities, online and mobile banking services, and direct deposit options. Operating in Northern California, Five Star Bancorp maintains seven branch locations and two dedicated loan production offices. The company was established in 1999 and its headquarters are located in Rancho Cordova, California.

News Sentiment (7d)
61 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD48.42 +0.77 (+1.62%)
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Volume Profile
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Liquidity & share structure
Average Volume
117.4K
Beta
0.54
Float Shares
14.76M
Free Float %
69.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.02% +0.38% +4.40% +8.48% +22.44% +18.03% +51.04% +117.79% +64.00% +225.60% +382.63%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (4 ratings, all time) Buy
Price Targets & DCF
Current price
48.42
Low 43.00 -11.2%
Consensus 45.75 -5.5%
Median 45.75 -5.5%
High 48.50 +0.2%
DCF (Unlevered) 65.08 +34.4%
DCF (Levered) 60.23 +24.4%

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) 60% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 2 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
45.75
-5.5%
Last Year 5
43.30
-10.6%
All Time 8
39.69
-18.0%
Quality scores
Altman Z-Score
-0.78
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    +20.4% Q1'26: +20.0% (vs Q1'25)
  • EPS growth
    +28.3% Q1'26: +40.3% (vs Q1'25)
  • FCF margin
    Q1'26: +26.9% (vs Q1'25)
  • EBIT margin
    Q1'26: +35.9% (vs Q1'25)
  • ROIC
    Q1'26: +18.3% (vs Q1'25)
  • Share dilution
    +5.3% Q1'26: +0.2% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 0.86× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.53) × ERP
WACC = 91% × Ke + 9% × Kd (112.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 65.08 Current price: 48.42
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
4 EPS Ana.
Dec 2027
3 Rev. Ana.
4 EPS Ana.
Revenue
87.82M
est: 83.33M (+5.4%)
123.79M
est: 109.40M (+13.1%)
180.70M
est: 111.97M (+61.4%)
212.20M
est: 125.03M (+69.7%)
255.47M
est: 157.56M (+62.1%)
193.66M
192.45M – 194.87M
+22.9% YoY
218.25M
215.45M – 221.05M
+12.7% YoY
EBITDA
47.76M
est: 36.85M (+29.6%)
64.49M
est: 33.43M (+92.9%)
68.23M
est: 46.93M (+45.4%)
66.60M
est: 52.41M (+27.1%)
86.78M
est: 66.05M (+31.4%)
81.18M
80.67M – 81.68M
+22.9% YoY
91.49M
90.31M – 92.66M
+12.7% YoY
EBIT
47.15M
est: 36.12M (+30.5%)
62.86M
est: 47.42M (+32.5%)
66.62M
est: 45.82M (+45.4%)
64.72M
est: 51.16M (+26.5%)
83.73M
est: 64.48M (+29.9%)
79.25M
78.75M – 79.74M
+22.9% YoY
89.31M
88.17M – 90.46M
+12.7% YoY
Net Income
42.44M
est: 50.24M (-15.5%)
44.80M
est: 24.88M (+80.1%)
47.73M
est: 50.65M (-5.8%)
45.67M
est: 46.86M (-2.5%)
61.61M
est: 60.20M (+2.3%)
76.14M
73.37M – 78.86M
+26.5% YoY
84.57M
82.62M – 86.47M
+11.1% YoY
SGA
21.83M
est: 16.91M (+29.1%)
25.33M
est: 15.28M (+65.7%)
31.06M
est: 21.33M (+45.6%)
35.76M
est: 23.82M (+50.1%)
40.67M
est: 30.02M (+35.5%)
36.90M
36.67M – 37.13M
+22.9% YoY
41.58M
41.05M – 42.12M
+12.7% YoY
EPS
2.83
est: 2.49 (+13.8%)
2.61
est: 2.55 (+2.4%)
2.78
est: 2.38 (+16.6%)
2.26
est: 2.20 (+2.6%)
2.90
est: 2.83 (+2.5%)
3.56
3.45 – 3.71
+25.7% YoY
3.95
3.88 – 4.06
+11.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-01 Keefe, Bruyette & Woods Market Perform Market Perform Maintain
2026-04-29 DA Davidson Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-27 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-26 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-22 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-21 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-20 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-19 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-18 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-15 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-14 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-13 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-12 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-11 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-08 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-07 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-06 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-05 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-04 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-01 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-04-30 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-04-29 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-04-28 B- 3/5 4/5 4/5 4/5 1/5 1/5 1/5
2026-04-27 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-04-24 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-04-23 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-22 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-21 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-20 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-17 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-16 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
76.48M
OE per share TTM
3.59
Owner's Yield
8.53%
Maintenance CapEx ratio
1.43%
Maint CapEx / Avg PPE
3.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
132
Total invested
461.88M
Insider transactions (90d)
13
Beneficial owners (>5%)
11
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Larry Eugene Allbaugh 3.00M 17.60% 1.64M 1.36M 1.64M 11.00 IN 2021-05-14
2 85-4328500 1.38M 8.00% 408.8K 1.38M IA Maryland 2024-02-14
3 (1) BlackRock, Inc. 1.31M 6.20% 1.29M 1.31M HC Delaware 2024-11-08
4 Kathryn Ruth Oates-Fairrington 1.15M 6.70% 1.15M IN United States of America 2022-02-09
5 Philip David Oates 1.05M 6.10% 1.05M IN United States of America 2022-02-09
6 52-0556948 1.00M 5.80% 253.0K 1.00M IA Maryland 2022-02-14
7 Oates Administrative Trust 885.8K 5.10% 885.8K 885.8K OO California, United States of America 2022-02-09
8 Davis Asset Management, L.P. 881.5K 5.10% 881.5K 881.5K OO Delaware 2022-11-30
9 Davis Capital Partners, LLC 881.5K 5.10% 881.5K 881.5K OO Delaware 2022-11-30
10 Davis Partnership, L.P. 881.5K 5.10% 881.5K 881.5K PN Delaware 2022-11-30
11 Lansing A. Davis 881.5K 5.10% 881.5K 881.5K HC, IN USA 2022-11-30

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
132
+9 vs prev Q
New positions
21
Closed positions
13
Increased
65
Reduced
42
Put/Call ratio
0.00
Calls held
6.0K
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 2.02M +18.7K (+0.9%) 72.18M +7.8M (+12.2%) 9.50% +0.085 pp 0.05% +0.006 pp USD27.08 +32.1% 14 qtrs
2 DAVIS ASSET MANAGEMENT, L.P. 1.51M +— (+0.0%) 54.08M +5.4M (+11.1%) 7.12% -0.002 pp 1.94% +0.204 pp USD26.05 +37.4% 14 qtrs
3 BLACKROCK, INC. 1.21M -20.8K (-1.7%) 43.37M +3.7M (+9.2%) 5.71% -0.098 pp 0.00% +0.000 pp USD29.74 +20.3% 6 qtrs
4 VANGUARD GROUP INC 922.2K +21.0K (+2.3%) 32.99M +4.0M (+13.7%) 4.34% +0.099 pp 0.00% +0.000 pp USD25.94 +37.9% 19 qtrs
5 ADAGE CAPITAL PARTNERS GP, L.L.C. 569.8K +245.7K (+75.8%) 20.39M +10.0M (+95.4%) 2.68% +1.158 pp 0.03% +0.014 pp USD30.47 +17.4% 19 qtrs
6 CAPTRUST FINANCIAL ADVISORS 513.5K +102.0 (+0.0%) 18.37M +1.8M (+11.1%) 2.42% +0.001 pp 0.03% +0.001 pp USD26.88 +33.1% 15 qtrs
7 FRANKLIN RESOURCES INC 479.2K -3.2K (-0.7%) 17.14M +1.6M (+10.4%) 2.26% -0.015 pp 0.00% +0.000 pp USD22.66 +57.9% 8 qtrs
8 KENNEDY CAPITAL MANAGEMENT LLC 438.8K +56.4K (+14.8%) 15.70M +3.4M (+27.5%) 2.07% +0.266 pp 0.33% +0.060 pp USD27.08 +32.1% 19 qtrs
9 AMERICAN CENTURY COMPANIES INC 411.7K +37.1K (+9.9%) 14.73M +2.7M (+22.1%) 1.94% +0.175 pp 0.01% +0.001 pp USD28.87 +23.9% 13 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 399.2K +5.0K (+1.3%) 14.28M +1.6M (+12.5%) 1.88% +0.024 pp 0.00% +0.000 pp USD26.14 +36.9% 19 qtrs
11 STATE STREET CORP 373.8K -15.4K (-4.0%) 13.37M +840.9K (+6.7%) 1.76% -0.073 pp 0.00% +0.000 pp USD26.68 +34.1% 19 qtrs
12 INVESCO LTD. 337.5K +2.9K (+0.9%) 12.08M +1.3M (+12.1%) 1.59% +0.014 pp 0.00% +0.000 pp USD24.87 +43.9% 19 qtrs
13 DIMENSIONAL FUND ADVISORS LP 287.5K +20.3K (+7.6%) 10.29M +1.7M (+19.6%) 1.35% +0.095 pp 0.00% +0.000 pp USD26.62 +34.4% 14 qtrs
14 PACIFIC RIDGE CAPITAL PARTNERS, LLC 195.6K -6.0K (-3.0%) 7.00M +506.0K (+7.8%) 0.92% -0.029 pp 1.54% +0.109 pp USD23.26 +53.8% 12 qtrs
15 MALTESE CAPITAL MANAGEMENT LLC 160.0K -117.4K (-42.3%) 5.72M -3.2M (-35.9%) 0.75% -0.553 pp 1.02% -0.337 pp USD22.38 +59.9% 8 qtrs
16 BRIGHTON JONES LLC 142.1K +57.0 (+0.0%) 5.08M +510.6K (+11.2%) 0.67% +0.000 pp 0.19% +0.078 pp USD21.85 +63.8% 12 qtrs
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 139.2K +1.0K (+0.7%) 4.98M +531.8K (+12.0%) 0.66% +0.005 pp 0.00% +0.000 pp USD28.83 +24.1% 19 qtrs
18 NORTHERN TRUST CORP 136.3K -9.2K (-6.4%) 4.88M +190.3K (+4.1%) 0.64% -0.044 pp 0.00% +0.000 pp USD26.37 +35.7% 19 qtrs
19 SIENA CAPITAL PARTNERS GP, LLC 134.8K +— (+0.0%) 4.82M +482.8K (+11.1%) 0.64% 0.000 pp 1.30% +0.053 pp USD21.22 +68.6% 11 qtrs
20 DEPRINCE RACE & ZOLLO INC 124.3K +55.7K (+81.1%) 4.45M +2.2M (+101.3%) 0.59% +0.262 pp 0.09% +0.041 pp USD33.27 +7.5% 3 qtrs
21 RUSSELL INVESTMENTS GROUP, LTD. 103.3K +44.5K (+75.8%) 3.69M +1.8M (+95.3%) 0.49% +0.210 pp 0.00% +0.002 pp USD33.70 +6.2% 3 qtrs
22 BRAGG FINANCIAL ADVISORS, INC 103.0K +1.2K (+1.2%) 3.69M +407.0K (+12.4%) 0.49% +0.006 pp 0.12% +0.012 pp USD28.70 +24.7% 5 qtrs
23 BANC FUNDS CO LLC 95.9K +— (+0.0%) 3.43M +343.4K (+11.1%) 0.45% +0.000 pp 0.68% +0.139 pp USD23.54 +52.0% 19 qtrs
24 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 89.7K +5.6K (+6.7%) 3.21M +501.5K (+18.5%) 0.42% +0.026 pp 0.01% +0.001 pp USD30.03 +19.1% 4 qtrs
25 BANK OF NEW YORK MELLON CORP 86.7K -15.3K (-15.0%) 3.10M -182.5K (-5.6%) 0.41% -0.072 pp 0.00% 0.000 pp USD28.20 +26.9% 19 qtrs
26 TD ASSET MANAGEMENT INC 67.2K +— (+0.0%) 2.40M +240.5K (+11.1%) 0.32% +0.000 pp 0.00% +0.000 pp USD26.59 +34.6% 19 qtrs
27 JPMORGAN CHASE & CO 64.3K +38.9K (+153.7%) 2.30M +1.5M (+181.9%) 0.30% +0.183 pp 0.00% +0.000 pp USD33.15 +7.9% 19 qtrs
28 EJF CAPITAL LLC 62.9K -1.3K (-2.0%) 2.25M +183.7K (+8.9%) 0.30% -0.006 pp 1.28% +0.078 pp USD25.23 +41.8% 8 qtrs
29 GOLDMAN SACHS GROUP INC 61.8K +21.3K (+52.4%) 2.21M +905.7K (+69.3%) 0.29% +0.100 pp 0.00% +0.000 pp USD32.11 +11.4% 14 qtrs
30 QUBE RESEARCH & TECHNOLOGIES LTD 57.6K -14.1K (-19.6%) 2.06M -246.6K (-10.7%) 0.27% -0.066 pp 0.00% 0.000 pp USD28.10 +27.3% 4 qtrs
31 MORGAN STANLEY 44.4K +10.9K (+32.4%) 1.59M +508.8K (+47.1%) 0.21% +0.051 pp 0.00% +0.000 pp USD30.17 +18.6% 19 qtrs
32 RAYMOND JAMES FINANCIAL INC 39.7K +39.7K (+100.0%) 1.42M +1.4M (+100.0%) 0.19% +0.187 pp 0.00% +0.000 pp USD35.78 +0.0% 3 qtrs
33 CREATIVE PLANNING 39.2K +13.5K (+52.7%) 1.40M +575.0K (+69.6%) 0.18% +0.064 pp 0.00% +0.000 pp USD31.80 +12.5% 5 qtrs
34 AQR CAPITAL MANAGEMENT LLC 37.1K +4.5K (+13.9%) 1.33M +278.6K (+26.5%) 0.17% +0.021 pp 0.00% +0.000 pp USD30.66 +16.7% 3 qtrs
35 RENAISSANCE TECHNOLOGIES LLC 35.6K -400.0 (-1.1%) 1.27M +114.6K (+9.9%) 0.17% -0.002 pp 0.00% +0.000 pp USD26.39 +35.6% 15 qtrs
36 NUVEEN, LLC 34.9K -23.5K (-40.2%) 1.25M -630.9K (-33.6%) 0.16% -0.111 pp 0.00% 0.000 pp USD28.47 +25.7% 4 qtrs
37 IEQ CAPITAL, LLC 34.1K +6.4K (+23.3%) 1.22M +329.0K (+37.0%) 0.16% +0.030 pp 0.00% +0.001 pp USD29.95 +19.5% 4 qtrs
38 SWISS NATIONAL BANK 31.6K +600.0 (+1.9%) 1.13M +132.4K (+13.3%) 0.15% +0.003 pp 0.00% +0.000 pp USD26.69 +34.1% 13 qtrs
39 UBS GROUP AG 31.3K +21.1K (+208.3%) 1.12M +792.5K (+242.5%) 0.15% +0.100 pp 0.00% +0.000 pp USD33.09 +8.1% 17 qtrs
40 SUMMERHAVEN INVESTMENT MANAGEMENT, LLC 28.0K +— (+0.0%) 1.00M +100.2K (+11.1%) 0.13% +0.000 pp 0.57% +0.043 pp USD32.20 +11.1% 2 qtrs
41 UBS ASSET MANAGEMENT AMERICAS INC 25.5K +23.0 (+0.1%) 911.2K +91.9K (+11.2%) 0.12% +0.000 pp 0.00% +0.000 pp USD26.93 +32.9% 7 qtrs
42 BARCLAYS PLC 24.3K -860.0 (-3.4%) 867.7K +121.2K (+16.2%) 0.11% -0.004 pp 0.00% +0.000 pp USD28.83 +24.1% 16 qtrs
43 LOS ANGELES CAPITAL MANAGEMENT LLC 24.2K -728.0 (-2.9%) 862.6K +60.3K (+7.5%) 0.11% -0.003 pp 0.00% +0.000 pp USD28.10 +27.3% 4 qtrs
44 GABELLI FUNDS LLC 23.9K +— (+0.0%) 856.5K +85.7K (+11.1%) 0.11% +0.000 pp 0.01% +0.001 pp USD28.54 +25.4% 3 qtrs
45 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 20.9K +9.5K (+83.6%) 746.6K +380.6K (+104.0%) 0.10% +0.045 pp 0.00% +0.001 pp USD32.53 +10.0% 5 qtrs
46 SEI INVESTMENTS CO 19.6K +7.2K (+58.7%) 700.8K +303.4K (+76.4%) 0.09% +0.034 pp 0.00% +0.000 pp USD32.07 +11.6% 5 qtrs
47 RHUMBLINE ADVISERS 19.4K -3.2K (-14.1%) 693.5K -33.2K (-4.6%) 0.09% -0.015 pp 0.00% +0.000 pp USD27.49 +30.2% 17 qtrs
48 GSA CAPITAL PARTNERS LLP 18.2K +605.0 (+3.4%) 653.0K +85.0K (+15.0%) 0.09% +0.003 pp 0.06% +0.009 pp USD30.39 +17.7% 5 qtrs
49 EMERALD MUTUAL FUND ADVISERS TRUST 18.0K +— (+0.0%) 645.5K +64.6K (+11.1%) 0.09% +0.000 pp 0.03% +0.001 pp USD27.24 +31.4% 13 qtrs
50 WELLS FARGO & COMPANY/MN 17.2K +6.8K (+65.2%) 616.1K +280.4K (+83.6%) 0.08% +0.032 pp 0.00% +0.000 pp USD29.99 +19.3% 17 qtrs
51 TWO SIGMA INVESTMENTS, LP 17.1K -16.5K (-49.0%) 613.1K -469.7K (-43.4%) 0.08% -0.078 pp 0.00% -0.001 pp USD25.02 +43.0% 12 qtrs
52 LEGAL & GENERAL GROUP PLC 16.9K -870.0 (-4.9%) 603.6K +32.4K (+5.7%) 0.08% -0.004 pp 0.00% +0.000 pp USD27.21 +31.5% 19 qtrs
53 CITADEL ADVISORS LLC 16.1K +16.1K (+100.0%) 574.3K +574.3K (+100.0%) 0.08% +0.076 pp 0.00% +0.000 pp USD35.78 +0.0% 5 qtrs
54 ALLIANCEBERNSTEIN L.P. 14.2K -1.1K (-7.3%) 509.5K +14.9K (+3.0%) 0.07% -0.005 pp 0.00% +0.000 pp USD25.28 +41.5% 19 qtrs
55 BANK OF AMERICA CORP /DE/ 14.1K +5.1K (+55.9%) 504.1K +213.2K (+73.3%) 0.07% +0.024 pp 0.00% +0.000 pp USD29.85 +19.9% 19 qtrs
56 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 13.8K -11.0 (-0.1%) 494.3K +49.1K (+11.0%) 0.07% +0.000 pp 0.00% +0.000 pp USD26.42 +35.4% 19 qtrs
57 INSPIRE INVESTING, LLC 13.1K -1.0K (-7.3%) 468.2K +13.7K (+3.0%) 0.06% -0.005 pp 0.04% -0.002 pp USD29.71 +20.4% 6 qtrs
58 AMERIPRISE FINANCIAL INC 11.9K +4.5K (+60.8%) 425.5K +187.4K (+78.7%) 0.06% +0.021 pp 0.00% +0.000 pp USD32.24 +11.0% 5 qtrs
59 D. E. SHAW & CO., INC. 11.0K -5.7K (-33.9%) 394.4K -142.6K (-26.6%) 0.05% -0.027 pp 0.00% 0.000 pp USD27.80 +28.7% 4 qtrs
60 DEUTSCHE BANK AG\ 10.5K -142.0 (-1.3%) 375.9K +33.0K (+9.6%) 0.05% -0.001 pp 0.00% +0.000 pp USD27.04 +32.3% 19 qtrs
61 PRICE T ROWE ASSOCIATES INC /MD/ 9.3K +1.0K (+12.7%) 334.0K +67.0K (+25.1%) 0.04% +0.005 pp 0.00% +0.000 pp USD29.61 +20.8% 3 qtrs
62 TWO SIGMA ADVISERS, LP 9.1K -23.9K (-72.4%) 325.6K -737.0K (-69.4%) 0.04% -0.113 pp 0.00% -0.002 pp USD25.50 +40.3% 17 qtrs
63 TEACHER RETIREMENT SYSTEM OF TEXAS 8.9K +1.8K (+25.9%) 317.9K +90.6K (+39.9%) 0.04% +0.009 pp 0.00% +0.000 pp USD32.94 +8.6% 2 qtrs
64 BAIRD FINANCIAL GROUP, INC. 8.6K -49.0 (-0.6%) 308.9K +29.3K (+10.5%) 0.04% 0.000 pp 0.00% +0.000 pp USD24.38 +46.8% 9 qtrs
65 FIRST TRUST ADVISORS LP 8.6K -3.3K (-27.6%) 308.5K -74.8K (-19.5%) 0.04% -0.016 pp 0.00% 0.000 pp USD21.90 +63.4% 10 qtrs
66 METLIFE INVESTMENT MANAGEMENT, LLC 8.6K -1.3K (-12.9%) 306.6K -10.1K (-3.2%) 0.04% -0.006 pp 0.00% +0.000 pp USD28.94 +23.6% 17 qtrs
67 OCCUDO QUANTITATIVE STRATEGIES LP 8.2K +8.2K (+100.0%) 293.6K +293.6K (+100.0%) 0.04% +0.039 pp 0.02% +0.020 pp USD35.78 +0.0% 1 qtrs NEW
68 MARINER, LLC 8.1K +7.0 (+0.1%) 289.1K +29.2K (+11.2%) 0.04% +0.000 pp 0.00% +0.000 pp USD27.13 +31.9% 13 qtrs
69 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7.6K +7.6K (+100.0%) 271.7K +271.7K (+100.0%) 0.04% +0.036 pp 0.00% +0.000 pp USD35.78 +0.0% 5 qtrs
70 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 7.3K +65.0 (+0.9%) 259.8K +28.1K (+12.1%) 0.03% +0.000 pp 0.00% +0.000 pp USD25.87 +38.3% 7 qtrs
71 QUANTINNO CAPITAL MANAGEMENT LP 7.1K +7.1K (+100.0%) 255.3K +255.3K (+100.0%) 0.03% +0.034 pp 0.00% +0.001 pp USD35.78 +0.0% 1 qtrs NEW
72 INTECH INVESTMENT MANAGEMENT LLC 6.7K -824.0 (-11.0%) 239.3K -2.6K (-1.1%) 0.03% -0.004 pp 0.00% +0.000 pp USD29.31 +22.1% 5 qtrs
73 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 6.5K +6.5K (+100.0%) 233.2K +233.2K (+100.0%) 0.03% +0.031 pp 0.01% +0.008 pp USD35.78 +0.0% 1 qtrs NEW
74 1492 CAPITAL MANAGEMENT LLC 6.3K +6.3K (+100.0%) 224.1K +224.1K (+100.0%) 0.03% +0.030 pp 0.09% +0.086 pp USD35.78 +0.0% 1 qtrs NEW
75 ACADIAN ASSET MANAGEMENT LLC 6.3K +— (+0.0%) 223.0K +22.0K (+10.9%) 0.03% +0.000 pp 0.00% +0.000 pp USD26.45 +35.3% 7 qtrs
76 LPL FINANCIAL LLC 6.2K -600.0 (-8.8%) 222.2K +2.9K (+1.3%) 0.03% -0.003 pp 0.00% +0.000 pp USD32.20 +11.1% 2 qtrs
77 JANUS HENDERSON GROUP PLC 6.2K +6.2K (+100.0%) 221.1K +221.1K (+100.0%) 0.03% +0.029 pp 0.00% +0.000 pp USD35.78 +0.0% 1 qtrs NEW
78 JANE STREET GROUP, LLC 6.0K -15.2K (-71.6%) 215.4K -466.5K (-68.4%) 0.03% -0.071 pp 0.00% 0.000 pp USD28.06 +27.5% 7 qtrs
79 NEW YORK STATE COMMON RETIREMENT FUND 6.0K -700.0 (-10.4%) 215.0K -1.0K (-0.5%) 0.03% -0.003 pp 0.00% +0.000 pp USD23.34 +53.3% 19 qtrs
80 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6.0K +6.0K (+100.0%) 214.7K +214.7K (+100.0%) 0.03% +0.028 pp 0.00% +0.003 pp USD35.78 +0.0% 1 qtrs NEW
81 PDT PARTNERS, LLC 5.7K +5.7K (+100.0%) 204.0K +204.0K (+100.0%) 0.03% +0.027 pp 0.01% +0.013 pp USD35.78 +0.0% 1 qtrs NEW
82 ALLWORTH FINANCIAL LP 4.8K -3.0 (-0.1%) 172.9K +17.2K (+11.0%) 0.02% +0.000 pp 0.00% +0.000 pp USD24.01 +49.0% 17 qtrs
83 SG AMERICAS SECURITIES, LLC 4.8K +4.8K (+100.0%) 171.0K +171.0K (+100.0%) 0.02% +0.023 pp 0.00% +0.000 pp USD35.78 +0.0% 1 qtrs NEW
84 BNP PARIBAS ARBITRAGE, SNC 4.3K -1.9K (-30.8%) 155.0K -46.6K (-23.1%) 0.02% -0.009 pp 0.00% +0.000 pp USD30.09 +18.9% 5 qtrs
85 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 3.9K +— (+0.0%) 139.0K +13.9K (+11.1%) 0.02% +0.000 pp 0.00% +0.000 pp USD30.09 +18.9% 5 qtrs
86 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 3.7K +— (+0.0%) 131.2K +13.1K (+11.1%) 0.02% +0.000 pp 0.00% +0.000 pp USD29.73 +20.3% 6 qtrs
87 KLP KAPITALFORVALTNING AS 3.6K +— (+0.0%) 128.8K +12.9K (+11.1%) 0.02% +0.000 pp 0.00% +0.000 pp USD30.09 +18.9% 5 qtrs
88 CITIGROUP INC 3.5K +742.0 (+27.3%) 123.7K +36.3K (+41.5%) 0.02% +0.004 pp 0.00% +0.000 pp USD29.82 +20.0% 19 qtrs
89 QUEST PARTNERS LLC 3.3K +— (+0.0%) 118.8K +11.9K (+11.1%) 0.02% +0.000 pp 0.01% 0.000 pp USD28.21 +26.8% 4 qtrs
90 FMR LLC 2.4K +276.0 (+12.9%) 86.6K +17.6K (+25.4%) 0.01% +0.001 pp 0.00% +0.000 pp USD28.32 +26.3% 19 qtrs
91 CWM, LLC 2.3K +208.0 (+9.8%) 84.0K +15.0K (+21.7%) 0.01% +0.001 pp 0.00% +0.000 pp USD30.79 +16.2% 7 qtrs
92 GLOBAL RETIREMENT PARTNERS, LLC 2.3K +— (+0.0%) 81.7K +8.2K (+11.1%) 0.01% +0.000 pp 0.00% 0.000 pp USD28.54 +25.4% 3 qtrs
93 STATE OF ALASKA, DEPARTMENT OF REVENUE 2.2K +1.3K (+154.6%) 77.0K +50.0K (+185.2%) 0.01% +0.006 pp 0.00% +0.001 pp USD34.37 +4.1% 2 qtrs
94 AMERITAS INVESTMENT PARTNERS, INC. 1.3K +— (+0.0%) 46.7K +4.7K (+11.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD27.69 +29.2% 19 qtrs
95 GLOBEFLEX CAPITAL L P 946.00 +— (+0.0%) 33.8K +3.4K (+11.1%) 0.00% +0.000 pp 0.01% +0.001 pp USD27.24 +31.4% 13 qtrs
96 579.00 +579.0 (+100.0%) 20.7K +20.7K (+100.0%) 0.00% +0.003 pp 0.01% +0.006 pp USD35.78 +0.0% 1 qtrs NEW
97 AMALGAMATED BANK 490.00 -86.0 (-14.9%) 18.0K -1.0K (-5.3%) 0.00% 0.000 pp 0.00% +0.000 pp USD27.92 +28.2% 16 qtrs
98 ROYAL BANK OF CANADA 496.00 -495.0 (-49.9%) 17.0K -14.0K (-45.2%) 0.00% -0.002 pp 0.00% +0.000 pp USD25.96 +37.8% 19 qtrs
99 TOWER RESEARCH CAPITAL LLC (TRC) 410.00 -292.0 (-41.6%) 14.7K -7.9K (-35.1%) 0.00% -0.001 pp 0.00% 0.000 pp USD26.36 +35.7% 19 qtrs
100 GAMMA INVESTING LLC 405.00 +337.0 (+495.6%) 14.5K +12.3K (+561.7%) 0.00% +0.002 pp 0.00% +0.001 pp USD34.38 +4.1% 9 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 81 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Inspire Fidelis Multi Factor ETF FDLS 1.04% 2.40M 0.66%
2 First Trust NASDAQ ABA Community Bank Index Fund QABA 0.41% 374.3K 0.63%
3 Acuitas Small Cap Active ETF AIMS 0.30% 224.5K 0.75%
4 Barron's 400SM ETF BFOR 0.29% 657.8K 0.65%
5 Inspire Small/Mid Cap ETF ISMD 0.20% 658.8K 0.53%
6 WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS 0.17% 682.0K 0.38%
7 iShares Micro-Cap ETF IWC 0.17% 2.52M 0.60%
8 Avantis U.S. Small Cap Value ETF AVUV 0.07% 20.96M 0.25%
9 Avantis Global Small Cap Value UCITS ETF AVGS.L 0.06% 681.1K 0.39%
10 Avantis U.S. Small Cap Equity ETF AVSC 0.05% 1.59M 0.25%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
1.07
Neutral
Buys
8
Sells
8
Shares acquired
14.5K
Shares disposed
13.6K
Cash buys
Cash sales
8.00
Net activity
+921
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-26 Wait Brett Levi Officer S-Sale D Common Stock 1,640 42.27 69.3K 16,873 D
2026-05-21 Wetton Shelley Ronan Officer A-Award A Common Stock 905 0.00 24,711 D
2026-05-21 Wait Brett Levi Officer A-Award A Common Stock 905 0.00 18,513 D
2026-05-21 Rizzo Michael Anthony Officer A-Award A Common Stock 2,715 0.00 36,084 I
2026-05-21 Ramirez-Medina Lydia Ann Officer A-Award A Common Stock 2,715 0.00 13,675 D
2026-05-21 Luck Heather Christina Officer A-Award A Common Stock 2,715 0.00 30,376 D
2026-05-21 Lee Michael Eugene Officer A-Award A Common Stock 905 0.00 33,669 I
2026-05-21 Kurtze Don Justin Officer A-Award A Common Stock 2,715 0.00 7,362 D
2026-05-21 Dalton John William Officer A-Award A Common Stock 905 0.00 32,662 D
2026-05-20 Beckwith James Eugene Director / Officer S-Sale D Common Stock 2,000 41.12 82.2K 471,014 I
2026-05-14 Wait Brett Levi Officer S-Sale D Common Stock 2,583 41.11 106.2K 17,608 D
2026-05-07 Lee Michael Eugene Officer S-Sale D Common Stock 1,641 41.26 67.7K 33,631 I
2026-05-06 Ramirez-Medina Lydia Ann Officer S-Sale D Common Stock 400 40.99 16.4K 10,960 D
2026-03-09 Beckwith James Eugene Director / Officer S-Sale D Common Stock 2,000 36.57 73.1K 473,014 I
2026-02-20 Lee Michael Eugene Officer S-Sale D Common Stock 1,200 39.30 47.2K 35,272 I
2026-02-17 Lee Michael Eugene Officer S-Sale D Common Stock 1,200 40.74 48.9K 36,472 I
2026-01-29 Riggs Judson Teichert Director A-Award A Common Stock 974 0.00 85,258 I
2026-01-29 Reynoso Randall E Director A-Award A Common Stock 974 0.00 22,870 D
2026-01-29 Ramos Kevin Francis Director A-Award A Common Stock 974 0.00 171,864 I
2026-01-29 Perry-Smith Robert Truxtun Director A-Award A Common Stock 974 0.00 227,535 I
2026-01-29 Nickum David Frank Director A-Award A Common Stock 974 0.00 179,876 I
2026-01-29 Lucas Donna Director A-Award A Common Stock 974 0.00 13,118 I
2026-01-29 Kashiwagi Warren Paul Director A-Award A Common Stock 974 0.00 6,370 D
2026-01-29 Deary-Bell Shannon Director A-Award A Common Stock 974 0.00 79,562 I
2026-01-29 Allbaugh Larry Eugene Director / 10% Owner A-Award A Common Stock 974 0.00 501,719 I
2025-12-12 Rizzo Michael Anthony Officer S-Sale D Common Stock 641 37.28 23.9K 0 I
2025-11-19 Ramirez-Medina Lydia Ann Officer S-Sale D Common Stock 600 33.07 19.8K 11,360 D
2025-08-15 Ramirez-Medina Lydia Ann Officer S-Sale D Common Stock 825 30.94 25.5K 11,960 D
2025-07-28 Beckwith James Eugene Director / Officer A-Award A Common Stock 7,062 0.00 477,014 I
2025-07-09 Wetton Shelley Ronan Officer G-Gift A Common Stock 352 0.00 23,806 D
2025-06-10 Beckwith James Eugene Director / Officer S-Sale D Common Stock 6,429 27.74 178.4K 469,952 I
2025-06-05 Ramirez-Medina Lydia Ann Officer S-Sale D Common Stock 600 27.43 16.5K 12,785 D
2025-05-01 Wetton Shelley Ronan Officer A-Award A Common Stock 907 0.00 23,454 D
2025-05-01 Wait Brett Levi Officer A-Award A Common Stock 907 0.00 20,191 D
2025-05-01 Rizzo Michael Anthony Officer A-Award A Common Stock 3,629 0.00 33,369 I
2025-05-01 Riggs Judson Teichert Director A-Award A Common Stock 68 0.00 84,284 I
2025-05-01 Reynoso Randall E Director A-Award A Common Stock 68 0.00 21,896 D
2025-05-01 Ramos Kevin Francis Director A-Award A Common Stock 68 0.00 170,890 I
2025-05-01 Ramirez-Medina Lydia Ann Officer A-Award A Common Stock 3,629 0.00 13,385 D
2025-05-01 Perry-Smith Robert Truxtun Director A-Award A Common Stock 68 0.00 226,561 I
2025-05-01 Nickum David Frank Director A-Award A Common Stock 68 0.00 178,902 I
2025-05-01 Luck Heather Christina Officer A-Award A Common Stock 3,629 0.00 27,661 D
2025-05-01 Lucas Donna Director A-Award A Common Stock 68 0.00 12,144 I
2025-05-01 Lee Michael Eugene Officer A-Award A Common Stock 907 0.00 37,672 I
2025-05-01 Kurtze Don Justin Officer A-Award A Common Stock 3,629 0.00 4,643 D
2025-05-01 Kashiwagi Warren Paul Director A-Award A Common Stock 68 0.00 5,396 D
2025-05-01 Deary-Bell Shannon Director A-Award A Common Stock 68 0.00 78,588 I
2025-05-01 Dalton John William Officer A-Award A Common Stock 907 0.00 31,757 D
2025-05-01 Allbaugh Larry Eugene Director / 10% Owner A-Award A Common Stock 68 0.00 500,745 I
2025-03-13 Lucas Donna Director P-Purchase A Common Stock 2,650 28.43 75.3K 12,076 I
2025-03-10 Kurtze Don Justin Officer P-Purchase A Common Stock 100 28.46 2.8K 1,014 D
2025-02-28 Beckwith James Eugene Director / Officer S-Sale D Common Stock 4,000 30.25 121.0K 476,381 I
2025-02-24 Riggs Judson Teichert Director G-Gift D Common Stock 17,000 0.00 84,216 I
2025-01-29 Riggs Judson Teichert Director A-Award A Common Stock 1,165 0.00 101,216 I
2025-01-29 Reynoso Randall E Director A-Award A Common Stock 1,165 0.00 21,828 D
2025-01-29 Ramos Kevin Francis Director A-Award A Common Stock 1,165 0.00 170,822 I
2025-01-29 Perry-Smith Robert Truxtun Director A-Award A Common Stock 1,165 0.00 226,493 I
2025-01-29 Nickum David Frank Director A-Award A Common Stock 1,165 0.00 178,834 I
2025-01-29 Lucas Donna Director A-Award A Common Stock 1,165 0.00 9,426 I
2025-01-29 Kashiwagi Warren Paul Director A-Award A Common Stock 1,165 0.00 5,328 D
2025-01-29 Deary-Bell Shannon Director A-Award A Common Stock 1,165 0.00 78,520 I
2025-01-29 Allbaugh Larry Eugene Director / 10% Owner A-Award A Common Stock 1,165 0.00 500,677 I
2025-01-22 Kurtze Don Justin Officer Common Stock 0 0.00 914 D
2024-12-11 Allbaugh Larry Eugene Director / 10% Owner G-Gift D Common Stock 2,000 0.00 499,512 I
2024-10-31 Lee Michael Eugene Officer S-Sale D Common Stock 1,500 30.67 46.0K 36,765 I
2024-09-05 Ramirez-Medina Lydia Ann Officer S-Sale D Common Stock 500 28.62 14.3K 9,756
2024-08-29 Perry-Smith Robert Truxtun Director S-Sale D Common Stock 2,310 29.51 68.2K 225,328
2024-08-15 Beckwith James Eugene Director / Officer S-Sale D Common Stock 13,539 26.96 365.0K 480,381
2024-08-14 Beckwith James Eugene Director / Officer S-Sale D Common Stock 3,325 26.93 89.5K 493,920
2024-07-29 Ramirez-Medina Lydia Ann Officer S-Sale D Common Stock 500 29.52 14.8K 10,256
2024-07-29 Lee Michael Eugene Officer S-Sale D Common Stock 3,000 29.09 87.3K 38,265
2024-03-28 Riggs Judson Teichert Director P-Purchase A Common Stock 4,598 21.75 100.0K 100,051
2024-03-28 Ramos Kevin Francis Director P-Purchase A Common Stock 13,793 21.75 300.0K 169,657
2024-03-28 Perry-Smith Robert Truxtun Director P-Purchase A Common Stock 80,460 21.75 1.75M 227,638
2024-03-28 Lucas Donna Director P-Purchase A Common Stock 2,298 21.75 50.0K 8,261
2024-03-28 Deary-Bell Shannon Director P-Purchase A Common Stock 13,793 21.75 300.0K 77,355
2024-03-28 Allbaugh Larry Eugene Director / 10% Owner P-Purchase A Common Stock 114,943 21.75 2.50M 1,010,778
2024-02-07 White Leigh Ann Director A-Award A Common Stock 1,638 0.00 17,963
2024-02-07 Wetton Shelley Ronan Officer A-Award A Common Stock 6,000 0.00 22,547
2024-02-07 Wait Brett Levi Officer A-Award A Common Stock 6,000 0.00 19,284
2024-02-07 Rizzo Michael Anthony Officer A-Award A Common Stock 6,000 0.00 29,740
2024-02-07 Riggs Judson Teichert Director A-Award A Common Stock 1,638 0.00 95,453
2024-02-07 Reynoso Randall E Director A-Award A Common Stock 1,638 0.00 20,663
2024-02-07 Ramos Kevin Francis Director A-Award A Common Stock 1,638 0.00 155,864
2024-02-07 Ramirez-Medina Lydia Ann Officer A-Award A Common Stock 6,000 0.00 10,756
2024-02-07 Perry-Smith Robert Truxtun Director A-Award A Common Stock 1,638 0.00 147,178
2024-02-07 Nickum David Frank Director A-Award A Common Stock 1,638 0.00 177,669
2024-02-07 Luck Heather Christina Officer A-Award A Common Stock 6,000 0.00 24,032
2024-02-07 Lucas Donna Director A-Award A Common Stock 1,638 0.00 5,963
2024-02-07 Lee Michael Eugene Officer A-Award A Common Stock 6,000 0.00 41,265
2024-02-07 Kashiwagi Warren Paul Director A-Award A Common Stock 1,638 0.00 4,163
2024-02-07 Deary-Bell Shannon Director A-Award A Common Stock 1,638 0.00 63,562
2024-02-07 Dalton John William Officer A-Award A Common Stock 6,000 0.00 30,850
2024-02-07 Beckwith James Eugene Director / Officer A-Award A Common Stock 20,000 0.00 497,245
2024-02-07 Allbaugh Larry Eugene Director / 10% Owner A-Award A Common Stock 1,638 0.00 478,524
2024-02-06 Perry-Smith Robert Truxtun Director P-Purchase A Common Stock 400 21.92 8.8K 142,440
2023-12-12 Beckwith James Eugene Director / Officer G-Gift D Common Stock 1,000 0.00 478,245
2023-11-02 Wait Brett Levi Officer P-Purchase A Common Stock 1,750 19.25 33.7K 13,284
2023-10-25 Lucchetti David John Director P-Purchase A Common Stock 5,405 18.69 101.0K 309,200
2023-05-18 Lucchetti David John Director 0 0.00 0
2023-05-17 Ramos Kevin Francis Director P-Purchase A Common Stock 10,000 18.34 183.4K 10,000
2023-05-16 Allbaugh Larry Eugene Director / 10% Owner P-Purchase A Common Stock 10,000 18.34 183.4K 10,000
2023-05-15 Allbaugh Larry Eugene Director / 10% Owner P-Purchase A Common Stock 10,000 18.33 183.3K 895,835
2023-05-02 White Leigh Ann Director P-Purchase A Common Stock 2,500 21.33 53.3K 16,325
2023-05-02 Perry-Smith Robert Truxtun Director P-Purchase A Common Stock 2,500 20.55 51.4K 141,206
2023-04-28 Wetton Shelley Ronan Officer A-Award A Common Stock 1,140 20.22 23.1K 1,140
2023-04-27 Wait Brett Levi Officer P-Purchase A Common Stock 1,250 19.91 24.9K 11,534
2023-04-27 Rizzo Michael Anthony Officer P-Purchase A Common Stock 318 20.76 6.6K 23,740
2023-04-27 Perry-Smith Robert Truxtun Director P-Purchase A Common Stock 2,500 20.97 52.4K 138,706
2023-04-27 Luck Heather Christina Officer P-Purchase A Common Stock 5,000 20.31 101.6K 18,032
2023-04-27 Lucas Donna Director P-Purchase A Common Stock 500 21.11 10.6K 4,325
2023-04-27 Lee Michael Eugene Officer P-Purchase A Common Stock 1,000 19.91 19.9K 35,265
2023-03-10 Perry-Smith Robert Truxtun Director P-Purchase A Common Stock 1,906 24.94 47.5K 136,206
2023-03-09 Perry-Smith Robert Truxtun Director P-Purchase A Common Stock 94 25.38 2.4K 142,040
2023-02-03 Ramirez-Medina Lydia Ann Officer S-Sale D Common Stock 500 28.23 14.1K 4,756
2023-02-02 White Leigh Ann Director A-Award A Common Stock 1,262 0.00 13,825
2023-02-02 Wetton Shelley Ronan Officer A-Award A Common Stock 387 0.00 14,267
2023-02-02 Wait Brett Levi Officer A-Award A Common Stock 387 0.00 10,284
2023-02-02 Rizzo Michael Anthony Officer A-Award A Common Stock 516 0.00 23,422
2023-02-02 Riggs Judson Teichert Director A-Award A Common Stock 1,262 0.00 93,815
2023-02-02 Reynoso Randall E Director A-Award A Common Stock 1,262 0.00 19,025
2023-02-02 Ramos Kevin Francis Director A-Award A Common Stock 1,262 0.00 154,226
2023-02-02 Ramirez-Medina Lydia Ann Officer A-Award A Common Stock 387 0.00 5,256
2023-02-02 Perry-Smith Robert Truxtun Director A-Award A Common Stock 1,262 0.00 134,300
2023-02-02 Nickum David Frank Director A-Award A Common Stock 1,262 0.00 176,031
2023-02-02 Luck Heather Christina Officer A-Award A Common Stock 516 0.00 13,032
2023-02-02 Lucchetti David John Director A-Award A Common Stock 1,262 0.00 305,057
2023-02-02 Lucas Donna Director A-Award A Common Stock 1,262 0.00 3,825
2023-02-02 Lee Michael Eugene Officer A-Award A Common Stock 387 0.00 34,265
2023-02-02 Kashiwagi Warren Paul Director A-Award A Common Stock 1,262 0.00 2,525
2023-02-02 Deary-Bell Shannon Director A-Award A Common Stock 1,262 0.00 61,924
2023-02-02 Dalton John William Officer A-Award A Common Stock 516 0.00 24,850
2023-02-02 Allbaugh Larry Eugene Director / 10% Owner A-Award A Common Stock 1,262 0.00 476,886
2023-01-13 Lucchetti David John Director G-Gift D Common Stock 1,280 0.00 303,795
2022-12-08 Beckwith James Eugene Officer G-Gift D Common Stock 1,000 0.00 481,245
2022-11-28 Beckwith James Eugene Officer G-Gift A Common Stock 1,000 0.00 1,000
2022-08-08 Perry-Smith Robert Truxtun Director P-Purchase A Common Stock 100 24.27 2.4K 133,038
2022-07-29 Rizzo Michael Anthony Officer J-Other D Common Stock 641 0.00 0
2022-06-13 Allbaugh Larry Eugene Director P-Purchase A Common Stock 2 24.78 49.56 412,618
2022-06-01 Deary-Bell Shannon Director P-Purchase A Common Stock 3,900 25.50 99.5K 3,900
2022-05-19 Lucas Donna Director P-Purchase A Common Stock 1,000 25.15 25.2K 2,563
2022-05-19 CAMPBELL MICHAEL D Director A-Award A Common Stock 1,438 0.00 279,336
2022-05-16 Allbaugh Larry Eugene Director P-Purchase A Common Stock 877 24.78 21.7K 411,572
2022-05-12 Perry-Smith Robert Truxtun Director P-Purchase A Common Stock 2,101 25.69 54.0K 130,438
2022-05-05 Deary-Bell Shannon Director P-Purchase A Common Stock 1,955 25.54 49.9K 60,662
2022-03-11 Beckwith James Eugene Officer S-Sale D Common Stock 1,000 28.48 28.5K 0
2022-03-04 White Leigh Ann Director P-Purchase A Common Stock 100 29.69 3.0K 11,663
2022-03-04 Perry-Smith Robert Truxtun Director P-Purchase A Common Stock 740 29.37 21.7K 141,946
2022-03-03 Perry-Smith Robert Truxtun Director P-Purchase A Common Stock 1,002 29.43 29.5K 128,337
2022-03-01 Perry-Smith Robert Truxtun Director P-Purchase A Common Stock 3,958 29.36 116.2K 127,335
2022-02-24 Perry-Smith Robert Truxtun Director P-Purchase A Common Stock 6,278 29.51 185.3K 123,377
2022-02-23 Perry-Smith Robert Truxtun Director P-Purchase A Common Stock 3,722 29.68 110.5K 112,799
2022-02-16 Deary-Bell Shannon Director P-Purchase A Common Stock 1,590 30.92 49.2K 58,707
2022-02-07 White Leigh Ann Director P-Purchase A Common Stock 1,500 30.81 46.2K 11,563
2022-02-07 Lucas Donna Director P-Purchase A Common Stock 300 30.98 9.3K 1,563
2022-02-04 Deary-Bell Shannon Director S-Sale D Common Stock 170 30.08 5.1K 4,830
2022-01-20 White Leigh Ann Director A-Award A Common Stock 1,263 0.00 10,063
2022-01-20 Wetton Shelley Ronan Officer A-Award A Common Stock 387 0.00 13,880
2022-01-20 Wait Brett Levi Officer A-Award A Common Stock 387 0.00 9,897
2022-01-20 Rizzo Michael Anthony Officer A-Award A Common Stock 516 0.00 22,906
2022-01-20 Riggs Judson Teichert Director A-Award A Common Stock 1,263 0.00 92,553
2022-01-20 Reynoso Randall E Director A-Award A Common Stock 1,263 0.00 17,763
2022-01-20 Ramos Kevin Francis Director A-Award A Common Stock 1,263 0.00 152,964
2022-01-20 Ramirez-Medina Lydia Ann Officer A-Award A Common Stock 387 0.00 4,869
2022-01-20 Perry-Smith Robert Truxtun Director A-Award A Common Stock 1,263 0.00 109,077
2022-01-20 Nickum David Frank Director A-Award A Common Stock 1,263 0.00 174,769
2022-01-20 Luck Heather Christina Officer A-Award A Common Stock 516 0.00 12,516
2022-01-20 Lucchetti David John Director A-Award A Common Stock 1,263 0.00 305,075
2022-01-20 Lucas Donna Director A-Award A Common Stock 1,263 0.00 1,263
2022-01-20 Lee Michael Eugene Officer A-Award A Common Stock 387 0.00 33,878
2022-01-20 Kashiwagi Warren Paul Director A-Award A Common Stock 1,263 0.00 1,263
2022-01-20 Joffe Philip Mark Director 0 0.00 0
2022-01-20 Hyde Kristine Mali Officer A-Award A Common Stock 387 0.00 7,219
2022-01-20 Deary-Bell Shannon Director A-Award A Common Stock 1,263 0.00 62,117
2022-01-20 Dalton John William Officer A-Award A Common Stock 516 0.00 24,334
2022-01-20 CAMPBELL MICHAEL D Director A-Award A Common Stock 1,263 0.00 277,898
2022-01-20 Beckwith James Eugene Director / Officer A-Award A Common Stock 3,562 0.00 485,245
2022-01-20 Allbaugh Larry Eugene Director / 10% Owner A-Award A Common Stock 1,263 0.00 480,624
2021-12-16 Lucas Donna Director 0 0.00 0
2021-12-14 White Leigh Ann Director P-Purchase A Common Stock 1,000 30.89 30.9K 8,800
2021-12-14 Allbaugh Larry Eugene Director / 10% Owner G-Gift D Common Stock 5,000 0.00 475,624
2021-12-09 Joffe Philip Mark Director A-Award A Common Stock 1,140 0.00 277,775
2021-11-18 White Leigh Ann Director P-Purchase A Common Stock 500 29.69 14.8K 7,800
2021-11-11 Perry-Smith Robert Truxtun Director P-Purchase A Common Stock 10,000 28.43 284.3K 107,814
2021-11-10 White Leigh Ann Director P-Purchase A Common Stock 1,000 27.68 27.7K 7,300
2021-11-10 Beckwith James Eugene Director / Officer G-Gift D Common Stock 1,000 0.00 19,178
2021-11-08 White Leigh Ann Director P-Purchase A Common Stock 462 27.08 12.5K 6,300
2021-11-04 White Leigh Ann Director P-Purchase A Common Stock 1,000 27.62 27.6K 5,300
2021-11-02 Deary-Bell Shannon Director G-Gift A Common Stock 2,500 0.00 5,000
2021-10-05 Kashiwagi Warren Paul Director 0 0.00 0
2021-09-14 Perry-Smith Robert Truxtun Director P-Purchase A Common Stock 2,500 23.40 58.5K 97,814
2021-09-03 Perry-Smith Robert Truxtun Director P-Purchase A Common Stock 306 23.39 7.2K 92,814
2021-09-03 Luck Heather Christina Officer P-Purchase A Common Stock 2,500 23.73 59.3K 12,000
2021-09-02 Perry-Smith Robert Truxtun Director P-Purchase A Common Stock 4,694 23.49 110.3K 92,508
2021-08-25 Perry-Smith Robert Truxtun Director P-Purchase A Common Stock 3,869 23.65 91.5K 87,814
2021-08-24 Perry-Smith Robert Truxtun Director P-Purchase A Common Stock 1,131 23.75 26.9K 83,945
2021-08-02 White Leigh Ann Director P-Purchase A Common Stock 2,000 24.33 48.7K 4,300
2021-06-17 White Leigh Ann Director D Common Stock 0 0.00 2,300
2021-06-04 Wait Brett Levi Officer P-Purchase A Common Stock 20 24.90 498.00 9,510
2021-05-24 Wetton Shelley Ronan Officer A-Award A Common Stock 4,332 0.00 13,493

Executive team

Top executives
EBIT / Employee
408.4K
Shares Outstanding
21.38M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 James E. Beckwith President & CEO 699.0K 440.0K 605.4K 36.4K 1.78M 24.71%
2 2025 Don J. Kurtze EVP & SF Bay Area President 308.9K 292.5K 200.0K 19.6K 820.9K 24.36%
3 2025 Michael A. Rizzo EVP & CBO 399.3K 200.0K 146.7K 37.9K 783.9K 25.51%
4 2024 James E. Beckwith President & CEO 627.9K 439.4K 547.0K 44.3K 1.66M 26.49%
5 2024 Michael A. Rizzo EVP & CBO 349.4K 131.8K 68.7K 20.4K 570.4K 23.11%
6 2024 Heather C. Luck EVP & CFO 321.2K 131.8K 100.9K 15.2K 569.1K 23.16%
7 2023 James E. Beckwith President & CEO 608.7K 582.8K 61.7K 947.4K 0.00%
8 2023 Michael A. Rizzo EVP & CBO 312.0K 14.7K 127.4K 21.7K 475.8K 3.09%
9 2023 Michael A. Rizzo SVP & CBO 312.0K 14.7K 127.4K 21.7K 475.8K 3.09%
10 2023 John W. Dalton SVP & CCO 311.6K 14.7K 120.2K 21.8K 468.3K 3.14%
11 2022 James E. Beckwith President & CEO 580.8K 101.5K 276.8K 57.5K 974.3K 10.42%
12 2022 Michael A. Rizzo SVP & CBO 300.0K 14.7K 90.4K 23.4K 428.5K 3.43%
13 2022 John W. Dalton SVP & CCO 280.0K 14.7K 87.5K 21.3K 403.5K 3.64%
14 2021 James E. Beckwith President & CEO 526.9K 988.1K 233.3K 199.3K 1.95M 50.73%
15 2021 John W. Dalton SVP & CCO 254.0K 149.3K 81.3K 21.2K 505.8K 29.51%
16 2021 Michael A. Rizzo SVP & CBO 256.5K 147.0K 72.2K 29.1K 504.7K 29.12%
17 2020 James E. Beckwith President & CEO 488.7K 121.5K 223.6K 334.5K 1.17M 10.40%
18 2020 John W. Dalton SVP & CCO 246.9K 10.8K 74.7K 22.5K 354.9K 3.05%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-30 DEFA14A
2026-03-30 DEF 14A
2025-04-02 DEFA14A
2025-04-02 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-28 8-K
2026-05-27 4
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-26 4

Executive team

NameTitleCompensationGender
James Eugene Beckwith President, Chief Executive Officer & Director 1M male
Don J. Kurtze Executive Vice President & San Francisco Bay Area President 620.9K male
Michael Anthony Rizzo Executive Vice President & Chief Banking Officer 583.9K male
John William Dalton Senior Vice President & Chief Credit Officer 453.6K male
Heather Christina Luck Executive Vice President & Chief Financial Officer 437.3K female
Michael D. Campbell Secretary 89.3K male
Reagan Ballo Managing Director of Government Banking male
Brett Levi Wait Senior Vice President & Chief Information Officer male
Shelley Ronan Wetton Senior Vice President & Chief Marketing Officer female
Chris Rudberg Senior Vice President & MD male
Greg Kogan Senior Vice President & MD male
Jeff Winkel MD & Senior Vice President male
ESG Rating
B
BANKS - REGIONAL
Rank: 234 out of 431
2026
E (Environmental)
66.1 / 64.3
Company / Sector avg.
S (Social)
83.0 / 76.5
Company / Sector avg.
G (Governance)
78.5 / 75.5
Company / Sector avg.
ESG Total
75.8 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits