Five Star Bancorp (FSBC)
Rancho Cordova, CA, US
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.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.02% | +0.38% | +4.40% | +8.48% | +22.44% | +18.03% | +51.04% | +117.79% | +64.00% | +225.60% | +382.63% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 2 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| 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%
|
-
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)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 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
|
| 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 |
| 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
Ownership Overview
| # | 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)
| # | 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 — |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for FSBC
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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