FS Bancorp, Inc. (FSBW)
Mountlake Terrace, WA, US
FS Bancorp, Inc. functions as the holding company for 1st Security Bank of Washington, delivering a comprehensive suite of banking and financial services. These offerings cater to families, local and regional businesses, and specialized industry sectors. The company operates through two main divisions: Commercial and Consumer Banking, and Home Lending. Its deposit portfolio includes checking, money market, and savings accounts, alongside certificates of deposit. For lending, FS Bancorp provides diverse options such as first and second mortgages for one-to-four-family residences, home equity loans, non-mortgage commercial business loans, commercial real estate and construction/development financing, and a variety of consumer loans including personal lines of credit, credit cards, auto, direct home improvement, deposit-secured, and recreational vehicle loans. As of December 31, 2021, the company maintained 21 full-service bank branches and 10 home loan production offices, strategically situated in suburban communities across the greater Puget Sound area (including Snohomish, King, Pierce, Jefferson, Kitsap, Clallam, Grays Harbor, Thurston, and Lewis counties), with an additional loan production office serving the Tri-Cities market. Established in 1936, FS Bancorp, Inc. is headquartered in Mountlake Terrace, Washington.
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| Anchor Bancorp | ANCB | 2018-09-07 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.05% | -1.24% | +0.17% | +3.04% | -0.59% | -1.12% | +5.99% | +42.29% | +14.19% | +227.25% | +712.57% |
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 | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 2 |
43.00
-2.2%
|
| All Time | 3 |
43.33
-1.5%
|
-
Revenue growth+6.8% Q1'26: +6.7% (vs Q1'25)
-
EPS growth-1.8% Q1'26: +1.0% (vs Q1'25)
-
FCF margin— Q1'26: +15.4% (vs Q1'25)
-
EBIT margin— Q1'26: +18.1% (vs Q1'25)
-
ROIC— Q1'26: +6.0% (vs Q1'25)
-
Share dilution-3.0% Q1'26: -1.9% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 5.62× (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 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 3 EPS Ana. |
Dec 2027 2 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
66.54M
est: 66.05M (+0.7%)
|
79.03M
est: 71.35M (+10.8%)
|
109.59M
est: 94.30M (+16.2%)
|
142.13M
est: 120.60M (+17.9%)
|
131.08M
est: 122.75M (+6.8%)
|
134.08M
est: 120.90M (+10.9%)
|
185.26M
est: 138.83M (+33.4%)
|
203.71M
est: 141.25M (+44.2%)
|
217.51M
est: 150.90M (+44.1%)
|
160.00M
159.90M – 160.10M
+6.0% YoY
|
174.25M
173.56M – 174.94M
+8.9% YoY
|
| EBITDA |
24.52M
est: 25.39M (-3.4%)
|
33.83M
est: 39.38M (-14.1%)
|
40.16M
est: 65.01M (-38.2%)
|
63.47M
est: 58.18M (+9.1%)
|
62.60M
est: 54.25M (+15.4%)
|
50.99M
est: 58.53M (-12.9%)
|
57.92M
est: 46.62M (+24.2%)
|
52.15M
est: 47.44M (+9.9%)
|
54.95M
est: 50.68M (+8.4%)
|
53.73M
53.70M – 53.77M
+6.0% YoY
|
58.52M
58.29M – 58.75M
+8.9% YoY
|
| EBIT |
20.58M
est: 18.98M (+8.4%)
|
28.57M
est: 20.50M (+39.3%)
|
28.16M
est: 27.10M (+3.9%)
|
49.85M
est: 34.66M (+43.8%)
|
47.42M
est: 35.27M (+34.4%)
|
36.99M
est: 34.74M (+6.5%)
|
45.27M
est: 35.87M (+26.2%)
|
41.58M
est: 36.49M (+13.9%)
|
44.74M
est: 38.99M (+14.8%)
|
41.34M
41.31M – 41.36M
+6.0% YoY
|
45.02M
44.84M – 45.20M
+8.9% YoY
|
| Net Income |
14.09M
est: 11.84M (+18.9%)
|
24.35M
est: 21.22M (+14.7%)
|
22.72M
est: 24.85M (-8.6%)
|
39.26M
est: 28.68M (+36.9%)
|
37.41M
est: 29.49M (+26.9%)
|
29.65M
est: 31.27M (-5.2%)
|
36.05M
est: 35.54M (+1.4%)
|
35.02M
est: 31.04M (+12.8%)
|
33.35M
est: 33.01M (+1.0%)
|
33.33M
33.19M – 36.46M
+1.0% YoY
|
40.31M
38.50M – 40.35M
+20.9% YoY
|
| SGA |
27.85M
est: 31.38M (-11.3%)
|
29.80M
est: 36.28M (-17.9%)
|
34.85M
est: 55.77M (-37.5%)
|
39.45M
est: 41.96M (-6.0%)
|
50.99M
est: 54.49M (-6.4%)
|
49.75M
est: 64.46M (-22.8%)
|
57.36M
est: 45.14M (+27.1%)
|
58.41M
est: 45.92M (+27.2%)
|
58.56M
est: 49.06M (+19.4%)
|
52.02M
51.99M – 52.05M
+6.0% YoY
|
56.65M
56.43M – 56.88M
+8.9% YoY
|
| EPS |
2.28
est: 2.10 (+8.6%)
|
3.29
est: 2.27 (+45.3%)
|
2.57
est: 2.75 (-6.5%)
|
4.57
est: 3.79 (+20.6%)
|
4.42
est: 4.16 (+6.3%)
|
3.75
est: 3.82 (-1.8%)
|
4.63
est: 4.63 (-0.1%)
|
4.48
est: 4.06 (+10.3%)
|
4.34
est: 4.32 (+0.5%)
|
4.52
4.34 – 4.76
+4.8% YoY
|
5.13
5.03 – 5.27
+13.4% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-27 | A | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-22 | B | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
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 | 52-0556948 | 793.3K | 9.60% | 229.7K | — | 793.3K | — | IA | Maryland | 2022-02-14 | ↗ |
| 2 | 85-4328500 | 776.5K | 10.00% | 233.7K | — | 776.5K | — | IA | Maryland | 2022-08-10 | ↗ |
| 3 | 51-0099493 | 471.2K | 5.77% | — | 471.2K | — | 471.2K | EP | Delaware | 2022-01-26 | ↗ |
| 4 | (1) BlackRock, Inc. | 469.9K | 6.00% | 462.7K | — | 469.9K | — | HC | Delaware | 2024-01-29 | ↗ |
| 5 | 30-0447847 | 402.0K | 5.20% | 393.0K | — | 402.0K | — | IA | Delaware | 2024-10-31 | ↗ |
| 6 | The Vanguard Group - 23-1945930 | 401.3K | 5.15% | — | 4.5K | 393.9K | 7.4K | IA | Pennsylvania | 2024-02-13 | ↗ |
| 7 | 04-2683227 | 320.8K | 9.90% | — | 320.8K | — | — | IA | Massachusetts | 2013-02-14 | ↗ |
| 8 | (. | 259.2K | 8.00% | — | 259.2K | — | 259.2K | IN | States | 2013-02-14 | ↗ |
| 9 | Ariel Warszawski | 200.0K | 6.20% | — | — | — | 200.0K | IN | United States | 2012-07-20 | ↗ |
| 10 | FVP GP, LLC | 200.0K | 6.20% | — | — | — | 200.0K | OO | Delaware | 2012-07-20 | ↗ |
| 11 | FVP Master Fund, L.P. | 200.0K | 6.20% | — | — | — | 200.0K | PN | Cayman Islands | 2012-07-20 | ↗ |
| 12 | Firefly Management Company GP, LLC | 200.0K | 6.20% | — | — | — | 200.0K | OO | Delaware | 2012-07-20 | ↗ |
| 13 | Firefly Value Partners, LP | 200.0K | 6.20% | — | — | — | 200.0K | PN | Delaware | 2012-07-20 | ↗ |
| 14 | Ryan Heslop | 200.0K | 6.20% | — | — | — | 200.0K | IN | United States | 2012-07-20 | ↗ |
| 15 | EJF Capital LLC | 190.9K | 5.10% | — | 190.9K | — | 190.9K | IA | Delaware | 2018-11-13 | ↗ |
| 16 | EJF Sidecar Fund, Series LLC – Small Financial Equities Series | 190.9K | 5.10% | — | 190.9K | — | 190.9K | OO | Delaware | 2018-11-13 | ↗ |
| 17 | Emanual J. Friedman | 190.9K | 5.10% | — | 190.9K | — | 190.9K | IN | Delaware | 2018-11-13 | ↗ |
| 18 | Joel S. Lawson IV | 170.0K | 5.20% | 170.0K | — | 170.0K | — | IN | United States | 2012-08-07 | ↗ |
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. | 997.9K -26.8K (-2.6%) | 41.09M +180.0K (+0.4%) | 13.27% -0.243 pp | 0.03% +0.001 pp | USD28.54 +44.3% | 14 qtrs — |
| 2 | BLACKROCK, INC. | 444.0K +4.1K (+0.9%) | 18.28M +720.2K (+4.1%) | 5.91% +0.103 pp | 0.00% +0.000 pp | USD44.32 -7.1% | 6 qtrs — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 418.4K +1.7K (+0.4%) | 17.22M +592.3K (+3.6%) | 5.56% +0.069 pp | 0.00% +0.000 pp | USD27.29 +50.9% | 35 qtrs — |
| 4 | VANGUARD GROUP INC | 403.5K +8.5K (+2.1%) | 16.61M +842.1K (+5.3%) | 5.37% +0.156 pp | 0.00% +0.000 pp | USD24.67 +66.9% | 50 qtrs — |
| 5 | DE LISLE PARTNERS LLP | 385.5K +— (+0.0%) | 15.85M +421.0K (+2.7%) | 5.13% +0.042 pp | 2.04% +0.142 pp | USD36.50 +12.8% | 8 qtrs — |
| 6 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | 207.5K -6.2K (-2.9%) | 8.54M +12.8K (+0.1%) | 2.76% -0.059 pp | 1.87% +0.000 pp | USD23.91 +72.2% | 40 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 153.1K -2.9K (-1.8%) | 6.31M +77.3K (+1.2%) | 2.04% -0.021 pp | 0.00% +0.000 pp | USD29.80 +38.2% | 34 qtrs — |
| 8 | TCW GROUP INC | 152.0K +— (+0.0%) | 6.26M +190.0K (+3.1%) | 2.02% +0.017 pp | 0.04% -0.006 pp | USD22.35 +84.2% | 37 qtrs — |
| 9 | ALLIANCEBERNSTEIN L.P. | 148.5K +4.2K (+2.9%) | 6.11M +351.3K (+6.1%) | 1.98% +0.071 pp | 0.00% +0.000 pp | USD26.37 +56.1% | 34 qtrs — |
| 10 | STATE STREET CORP | 127.6K -1.4K (-1.1%) | 5.25M +105.2K (+2.0%) | 1.70% -0.004 pp | 0.00% +0.000 pp | USD32.26 +27.6% | 32 qtrs — |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 109.8K -3.2K (-2.8%) | 4.52M +9.5K (+0.2%) | 1.46% -0.030 pp | 0.01% +0.001 pp | USD31.24 +31.8% | 37 qtrs — |
| 12 | ROYCE & ASSOCIATES LP | 98.7K -4.7K (-4.5%) | 4.06M -63.1K (-1.5%) | 1.31% -0.051 pp | 0.04% +0.000 pp | USD39.31 +4.7% | 4 qtrs — |
| 13 | ACADIAN ASSET MANAGEMENT LLC | 86.0K +2.2K (+2.6%) | 3.54M +193.0K (+5.8%) | 1.14% +0.038 pp | 0.01% +0.000 pp | USD29.73 +38.5% | 42 qtrs — |
| 14 | AMERICAN CENTURY COMPANIES INC | 85.9K +— (+0.0%) | 3.54M +107.3K (+3.1%) | 1.14% +0.009 pp | 0.00% +0.000 pp | USD34.78 +18.4% | 21 qtrs — |
| 15 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 83.3K +1.7K (+2.1%) | 3.43M +173.2K (+5.3%) | 1.11% +0.032 pp | 0.07% +0.002 pp | USD31.16 +32.1% | 15 qtrs — |
| 16 | STILWELL VALUE LLC | 75.0K -3.0K (-3.9%) | 3.09M -27.0K (-0.9%) | 1.00% -0.032 pp | 1.70% +0.325 pp | USD17.80 +131.3% | 44 qtrs — |
| 17 | NORTHERN TRUST CORP | 71.0K -6.3K (-8.2%) | 2.92M -163.5K (-5.3%) | 0.94% -0.076 pp | 0.00% +0.000 pp | USD32.72 +25.8% | 34 qtrs — |
| 18 | BANK OF NEW YORK MELLON CORP | 53.4K -3.5K (-6.1%) | 2.20M -71.1K (-3.1%) | 0.71% -0.040 pp | 0.00% +0.000 pp | USD29.34 +40.3% | 33 qtrs — |
| 19 | SIENA CAPITAL PARTNERS GP, LLC | 52.4K +32.0K (+156.1%) | 2.16M +1.3M (+164.1%) | 0.70% +0.427 pp | 0.58% +0.346 pp | USD40.68 +1.2% | 2 qtrs — |
| 20 | EMPOWERED FUNDS, LLC | 39.8K +1.7K (+4.5%) | 1.64M +118.9K (+7.8%) | 0.53% +0.027 pp | 0.01% -0.002 pp | USD33.33 +23.5% | 11 qtrs — |
| 21 | ARISTIDES CAPITAL LLC | 33.0K +1.4K (+4.3%) | 1.36M +95.2K (+7.5%) | 0.44% +0.021 pp | 0.24% +0.058 pp | USD36.21 +13.7% | 19 qtrs — |
| 22 | RAYMOND JAMES FINANCIAL INC | 31.8K -111.0 (-0.3%) | 1.31M +35.4K (+2.8%) | 0.42% +0.002 pp | 0.00% +0.000 pp | USD41.06 +0.3% | 5 qtrs — |
| 23 | HIGHTOWER ADVISORS, LLC | 29.5K +1.0 (+0.0%) | 1.21M +36.9K (+3.1%) | 0.39% +0.003 pp | 0.00% +0.000 pp | USD25.93 +58.8% | 27 qtrs — |
| 24 | BARCLAYS PLC | 28.0K +617.0 (+2.3%) | 1.15M -65.6K (-5.4%) | 0.37% +0.011 pp | 0.00% +0.000 pp | USD34.39 +19.7% | 33 qtrs — |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 26.7K +— (+0.0%) | 1.10M +33.4K (+3.1%) | 0.36% +0.003 pp | 0.00% +0.000 pp | USD36.22 +13.7% | 11 qtrs — |
| 26 | PANAGORA ASSET MANAGEMENT INC | 24.8K -7.9K (-24.2%) | 1.02M -285.2K (-21.8%) | 0.33% -0.102 pp | 0.00% -0.002 pp | USD35.40 +16.3% | 11 qtrs — |
| 27 | TWO SIGMA INVESTMENTS, LP | 24.4K -1.9K (-7.1%) | 1.01M -44.5K (-4.2%) | 0.33% -0.022 pp | 0.00% 0.000 pp | USD37.00 +11.3% | 18 qtrs — |
| 28 | MORGAN STANLEY | 23.5K +2.2K (+10.2%) | 967.2K +116.5K (+13.7%) | 0.31% +0.031 pp | 0.00% +0.000 pp | USD36.00 +14.4% | 37 qtrs — |
| 29 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 21.9K -838.0 (-3.7%) | 903.1K -6.0K (-0.7%) | 0.29% -0.009 pp | 0.00% -0.001 pp | USD39.85 +3.3% | 7 qtrs — |
| 30 | — | 21.0K +— (+0.0%) | 864.6K +26.3K (+3.1%) | 0.28% +0.002 pp | 0.60% +0.083 pp | USD39.92 +3.1% | 2 qtrs — |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18.8K -1.1K (-5.4%) | 775.2K -19.0K (-2.4%) | 0.25% -0.012 pp | 0.00% +0.000 pp | USD30.62 +34.5% | 11 qtrs — |
| 32 | LSV ASSET MANAGEMENT | 18.7K -300.0 (-1.6%) | 770.0K +12.0K (+1.6%) | 0.25% -0.002 pp | 0.00% +0.000 pp | USD20.76 +98.3% | 41 qtrs — |
| 33 | TWO SIGMA ADVISERS, LP | 15.7K +400.0 (+2.6%) | 646.4K +35.6K (+5.8%) | 0.21% +0.007 pp | 0.00% +0.000 pp | USD34.36 +19.8% | 18 qtrs — |
| 34 | MILLENNIUM MANAGEMENT LLC | 15.5K -7.1K (-31.4%) | 639.6K -264.4K (-29.2%) | 0.21% -0.092 pp | 0.00% 0.000 pp | USD41.98 -1.9% | 6 qtrs — |
| 35 | QUANTINNO CAPITAL MANAGEMENT LP | 15.5K +4.1K (+35.9%) | 637.1K +182.6K (+40.2%) | 0.21% +0.056 pp | 0.00% +0.000 pp | USD40.25 +2.3% | 2 qtrs — |
| 36 | GOLDMAN SACHS GROUP INC | 15.4K +5.8K (+60.9%) | 633.9K +252.0K (+66.0%) | 0.20% +0.079 pp | 0.00% +0.000 pp | USD40.39 +1.9% | 6 qtrs — |
| 37 | AQR CAPITAL MANAGEMENT LLC | 15.3K +503.0 (+3.4%) | 628.1K +39.1K (+6.6%) | 0.20% +0.008 pp | 0.00% +0.000 pp | USD39.72 +3.7% | 3 qtrs — |
| 38 | CALDWELL SUTTER CAPITAL, INC. | 15.1K +— (+0.0%) | 623.4K +18.9K (+3.1%) | 0.20% +0.002 pp | 0.26% +0.006 pp | USD33.44 +23.1% | 13 qtrs — |
| 39 | ANGEL OAK CAPITAL ADVISORS, LLC | 15.0K -3.0K (-16.7%) | 617.6K -101.0K (-14.1%) | 0.20% -0.038 pp | 0.90% +0.333 pp | USD41.06 +0.3% | 5 qtrs — |
| 40 | JPMORGAN CHASE & CO | 12.5K -4.2K (-25.2%) | 514.5K -152.9K (-22.9%) | 0.17% -0.054 pp | 0.00% +0.000 pp | USD40.64 +1.3% | 12 qtrs — |
| 41 | CREATIVE PLANNING | 11.3K +89.0 (+0.8%) | 464.4K +17.7K (+4.0%) | 0.15% +0.002 pp | 0.00% +0.000 pp | USD34.74 +18.5% | 21 qtrs — |
| 42 | NUVEEN, LLC | 11.0K +— (+0.0%) | 452.9K +13.8K (+3.1%) | 0.15% +0.001 pp | 0.00% +0.000 pp | USD38.01 +8.3% | 4 qtrs — |
| 43 | TREXQUANT INVESTMENT LP | 10.6K +4.0K (+60.4%) | 435.1K +172.0K (+65.4%) | 0.14% +0.054 pp | 0.00% +0.001 pp | USD39.36 +4.6% | 4 qtrs — |
| 44 | JACOBS LEVY EQUITY MANAGEMENT, INC | 10.3K -870.0 (-7.8%) | 423.7K -21.9K (-4.9%) | 0.14% -0.010 pp | 0.00% 0.000 pp | USD30.30 +35.9% | 20 qtrs — |
| 45 | CLARIUS GROUP, LLC | 10.0K +— (+0.0%) | 411.7K +12.5K (+3.1%) | 0.13% +0.001 pp | 0.02% 0.000 pp | USD33.63 +22.4% | 17 qtrs — |
| 46 | SQUAREPOINT OPS LLC | 8.8K +8.8K (+100.0%) | 361.3K +361.3K (+100.0%) | 0.12% +0.117 pp | 0.00% +0.000 pp | USD41.17 +0.0% | 1 qtrs NEW |
| 47 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | 8.1K -5.5K (-40.3%) | 333.5K -208.2K (-38.4%) | 0.11% -0.071 pp | 0.02% -0.016 pp | USD24.02 +71.4% | 29 qtrs — |
| 48 | RHUMBLINE ADVISERS | 8.0K -1.8K (-18.2%) | 327.5K -60.6K (-15.6%) | 0.11% -0.022 pp | 0.00% +0.000 pp | USD32.72 +25.8% | 11 qtrs — |
| 49 | WELLS FARGO & COMPANY/MN | 7.2K +2.2K (+44.7%) | 298.0K +98.3K (+49.2%) | 0.10% +0.030 pp | 0.00% +0.000 pp | USD37.44 +10.0% | 34 qtrs — |
| 50 | FIRST MANHATTAN CO. LLC. | 7.0K +— (+0.0%) | 288.2K +8.8K (+3.1%) | 0.09% +0.001 pp | 0.00% +0.000 pp | USD22.44 +83.5% | 33 qtrs — |
| 51 | INVESCO LTD. | 6.9K -1.5K (-17.7%) | 283.4K -50.6K (-15.2%) | 0.09% -0.019 pp | 0.00% +0.000 pp | USD31.92 +29.0% | 12 qtrs — |
| 52 | JANE STREET GROUP, LLC | 6.6K -6.3K (-48.7%) | 272.5K -242.9K (-47.1%) | 0.09% -0.082 pp | 0.00% +0.000 pp | USD39.48 +4.3% | 3 qtrs — |
| 53 | BANK OF AMERICA CORP /DE/ | 5.7K +2.4K (+71.2%) | 234.3K +101.6K (+76.6%) | 0.08% +0.032 pp | 0.00% +0.000 pp | USD37.65 +9.3% | 32 qtrs — |
| 54 | ADVISORS ASSET MANAGEMENT, INC. | 5.6K -1.4K (-19.8%) | 229.5K -47.8K (-17.2%) | 0.07% -0.018 pp | 0.00% -0.001 pp | USD40.35 +2.0% | 7 qtrs — |
| 55 | CITADEL ADVISORS LLC | 5.3K -10.3K (-65.8%) | 219.4K -403.3K (-64.8%) | 0.07% -0.135 pp | 0.00% 0.000 pp | USD42.05 -2.1% | 6 qtrs — |
| 56 | AGATE PASS INVESTMENT MANAGEMENT, LLC | 5.2K +— (+0.0%) | 215.7K +6.6K (+3.1%) | 0.07% +0.001 pp | 0.08% +0.001 pp | USD39.38 +4.5% | 7 qtrs — |
| 57 | UBS GROUP AG | 5.1K +58.0 (+1.1%) | 211.5K +8.7K (+4.3%) | 0.07% +0.001 pp | 0.00% +0.000 pp | USD39.67 +3.8% | 39 qtrs — |
| 58 | DEUTSCHE BANK AG\ | 4.7K +4.7K (+100.0%) | 193.0K +193.0K (+100.0%) | 0.06% +0.062 pp | 0.00% +0.000 pp | USD41.17 +0.0% | 9 qtrs — |
| 59 | METLIFE INVESTMENT MANAGEMENT, LLC | 3.8K +— (+0.0%) | 157.1K +4.8K (+3.1%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD30.53 +34.9% | 11 qtrs — |
| 60 | NEW YORK STATE COMMON RETIREMENT FUND | 3.4K +— (+0.0%) | 138.2K +4.2K (+3.1%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD30.06 +37.0% | 11 qtrs — |
| 61 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 3.0K -117.0 (-3.7%) | 123.9K -909.0 (-0.7%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD36.30 +13.4% | 7 qtrs — |
| 62 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 2.0K +— (+0.0%) | 83.5K +2.5K (+3.1%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD41.06 +0.3% | 5 qtrs — |
| 63 | COPELAND CAPITAL MANAGEMENT, LLC | 1.7K +— (+0.0%) | 71.2K +2.2K (+3.1%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD43.44 -5.2% | 29 qtrs — |
| 64 | BNP PARIBAS ARBITRAGE, SNC | 1.5K +180.0 (+13.5%) | 62.2K +9.1K (+17.1%) | 0.02% +0.003 pp | 0.00% +0.000 pp | USD37.50 +9.8% | 31 qtrs — |
| 65 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1.5K -200.0 (-11.8%) | 61.5K -6.1K (-9.0%) | 0.02% -0.003 pp | 0.00% +0.000 pp | USD33.60 +22.5% | 20 qtrs — |
| 66 | ROOT FINANCIAL PARTNERS, LLC | 1.2K +— (+0.0%) | 51.0K +1.5K (+3.1%) | 0.02% +0.000 pp | 0.00% 0.000 pp | USD39.92 +3.1% | 2 qtrs — |
| 67 | CWM, LLC | 1.1K +17.0 (+1.6%) | 44.0K +2.0K (+4.8%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD39.91 +3.2% | 7 qtrs — |
| 68 | CITIGROUP INC | 816.00 +73.0 (+9.8%) | 33.6K +3.9K (+13.3%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD41.86 -1.6% | 31 qtrs — |
| 69 | MCILRATH & ECK, LLC | 700.00 +— (+0.0%) | 28.8K +875.0 (+3.1%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD25.20 +63.4% | 28 qtrs — |
| 70 | LEGAL & GENERAL GROUP PLC | 607.00 +— (+0.0%) | 25.0K +759.0 (+3.1%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD30.07 +36.9% | 11 qtrs — |
| 71 | JONES FINANCIAL COMPANIES LLLP | 604.00 -100.0 (-14.2%) | 24.9K -3.7K (-13.1%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD40.62 +1.4% | 5 qtrs — |
| 72 | RUSSELL INVESTMENTS GROUP, LTD. | 586.00 -117.0 (-16.6%) | 24.1K -3.9K (-14.0%) | 0.01% -0.002 pp | 0.00% +0.000 pp | USD39.80 +3.4% | 9 qtrs — |
| 73 | AMERITAS INVESTMENT PARTNERS, INC. | 547.00 +— (+0.0%) | 22.5K +684.0 (+3.1%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD30.07 +36.9% | 11 qtrs — |
| 74 | FMR LLC | 496.00 -177.0 (-26.3%) | 20.4K -6.4K (-24.0%) | 0.01% -0.002 pp | 0.00% +0.000 pp | USD36.90 +11.6% | 16 qtrs — |
| 75 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 397.00 -87.0 (-18.0%) | 16.3K -3.0K (-15.4%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD30.09 +36.8% | 11 qtrs — |
| 76 | STERLING CAPITAL MANAGEMENT LLC | 372.00 -78.0 (-17.3%) | 15.3K -2.6K (-14.7%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD40.22 +2.4% | 6 qtrs — |
| 77 | FARTHER FINANCE ADVISORS, LLC | 338.00 -19.0 (-5.3%) | 13.9K -336.0 (-2.4%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD39.38 +4.5% | 3 qtrs — |
| 78 | EVERSOURCE WEALTH ADVISORS, LLC | 313.00 +6.0 (+2.0%) | 12.9K +631.0 (+5.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD39.46 +4.3% | 5 qtrs — |
| 79 | TOWER RESEARCH CAPITAL LLC (TRC) | 302.00 -11.0 (-3.5%) | 12.4K -62.0 (-0.5%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD39.43 +4.4% | 11 qtrs — |
| 80 | GAMMA INVESTING LLC | 270.00 +42.0 (+18.4%) | 11.1K +2.0K (+22.1%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD39.30 +4.8% | 8 qtrs — |
| 81 | ROYAL BANK OF CANADA | 234.00 -101.0 (-30.1%) | 10.0K -3.0K (-23.1%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD31.21 +31.9% | 25 qtrs — |
| 82 | PNC FINANCIAL SERVICES GROUP, INC. | 206.00 +4.0 (+2.0%) | 8.5K +418.0 (+5.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD39.10 +5.3% | 4 qtrs — |
| 83 | AMALGAMATED BANK | 203.00 -20.0 (-9.0%) | 8.0K -1.0K (-11.1%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD30.06 +37.0% | 11 qtrs — |
| 84 | OPTIVER HOLDING B.V. | 126.00 +— (+0.0%) | 5.2K +157.0 (+3.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD39.91 +3.2% | 2 qtrs — |
| 85 | SRS CAPITAL ADVISORS, INC. | 63.00 -369.0 (-85.4%) | 2.6K -14.7K (-85.0%) | 0.00% -0.005 pp | 0.00% 0.000 pp | USD39.83 +3.4% | 7 qtrs — |
| 86 | UBS ASSET MANAGEMENT AMERICAS INC | 32.00 +32.0 (+100.0%) | 1.3K +1.3K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD41.16 +0.0% | 1 qtrs NEW |
| 87 | ADVISOR GROUP HOLDINGS, INC. | 25.00 +— (+0.0%) | 1.0K -38.0 (-3.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD39.36 +4.6% | 3 qtrs — |
| 88 | COVESTOR LTD | 18.00 +2.0 (+12.5%) | 1.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD34.28 +20.1% | 10 qtrs — |
| 89 | ALLWORTH FINANCIAL LP | 23.00 -5.0 (-17.9%) | 947.00 -171.0 (-15.3%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD39.65 +3.8% | 3 qtrs — |
| 90 | CORNERSTONE PLANNING GROUP LLC | 13.00 +— (+0.0%) | 515.00 +16.0 (+3.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD38.00 +8.3% | 4 qtrs — |
| 91 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 10.00 +— (+0.0%) | 412.00 +13.0 (+3.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD34.90 +18.0% | 7 qtrs — |
| 92 | IFP ADVISORS, INC | 9.00 -15.0 (-62.5%) | 371.00 -587.0 (-61.3%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD39.56 +4.1% | 5 qtrs — |
| 93 | TRUE WEALTH DESIGN, LLC | 6.00 -1.0 (-14.3%) | 248.00 -32.0 (-11.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD39.50 +4.2% | 4 qtrs — |
| 94 | NISA INVESTMENT ADVISORS, LLC | 6.00 +— (+0.0%) | 247.00 +7.0 (+2.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD39.33 +4.7% | 3 qtrs — |
| 95 | VERSANT CAPITAL MANAGEMENT, INC | 5.00 +— (+0.0%) | 206.00 +6.0 (+3.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD39.80 +3.4% | 2 qtrs — |
| 96 | SUNBELT SECURITIES, INC. | 3.00 +— (+0.0%) | 124.00 +4.0 (+3.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD39.67 +3.8% | 2 qtrs — |
| 97 | MAI CAPITAL MANAGEMENT | 2.00 +2.0 (+100.0%) | 83.00 +83.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD41.00 +0.4% | 1 qtrs NEW |
| 98 | ROTHSCHILD INVESTMENT LLC | 2.00 +— (+0.0%) | 82.00 +2.0 (+2.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD39.50 +4.2% | 2 qtrs — |
| 99 | SBI SECURITIES CO., LTD. | 2.00 +— (+0.0%) | 82.00 +2.0 (+2.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD41.00 +0.4% | 5 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Acuitas Small Cap Active ETF AIMS | 0.22% | 162.5K | 0.75% |
| 2 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.17% | 435.6K | 0.12% |
| 3 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.13% | 117.0K | 0.63% |
| 4 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.08% | 1.31M | 0.47% |
| 5 | iShares Micro-Cap ETF IWC | 0.06% | 942.1K | 0.60% |
| 6 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.03% | 289.0K | 0.20% |
| 7 | WisdomTree U.S. SmallCap Dividend Fund DES | 0.02% | 475.7K | 0.38% |
| 8 | iShares Russell 2000 Value ETF IWN | 0.02% | 3.11M | 0.24% |
| 9 | WisdomTree U.S. SmallCap Fund EES | 0.02% | 148.2K | 0.38% |
| 10 | U.S. Micro Cap Portfolio ETF DFMC | 0.02% | 1.63M | 0.43% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | Zavaglia Joseph P. | Director | J-Other | A | Common Stock | 60 | 41.37 | 2.5K | 727 | D | ↗ |
| 2026-05-06 | Whittington Phillip Dean | Officer | J-Other | A | Common Stock | 91 | 41.37 | 3.8K | 591 | D | ↗ |
| 2026-05-06 | Nielsen Kelli | Officer | J-Other | A | Common Stock | 18 | 41.37 | 744.66 | 127 | D | ↗ |
| 2026-05-06 | Nesbitt Robert A | Officer | J-Other | A | Common Stock | 14 | 41.37 | 579.18 | 211 | D | ↗ |
| 2026-05-06 | Mullet Matthew D. | Officer | J-Other | A | Common Stock | 218 | 41.37 | 9.0K | 1,622 | D | ↗ |
| 2026-05-06 | Mansfield Michael J. | Director | J-Other | A | Common Stock | 423 | 41.37 | 17.5K | 5,023 | D | ↗ |
| 2026-05-06 | Leech Ted A. | Director | J-Other | A | Common Stock | 212 | 41.37 | 8.8K | 423 | D | ↗ |
| 2026-05-06 | Jarman Victoria | Officer | J-Other | A | Common Stock | 91 | 41.37 | 3.8K | 1,650 | D | ↗ |
| 2026-05-06 | Crowl Ben | Officer | J-Other | A | Common Stock | 18 | 41.37 | 744.66 | 146 | D | ↗ |
| 2026-05-06 | Cofer-Wildsmith Marina | Director | J-Other | A | Common Stock | 393 | 41.37 | 16.3K | 836 | D | ↗ |
| 2026-05-06 | COSTA DONN C | Officer | J-Other | A | Common Stock | 330 | 41.37 | 13.7K | 5,089 | D | ↗ |
| 2026-05-06 | Burr Erin | Officer | J-Other | A | Common Stock | 218 | 41.37 | 9.0K | 3,316 | D | ↗ |
| 2026-05-06 | Andrews Pamela Marie | Director | J-Other | A | Common Stock | 423 | 41.37 | 17.5K | 5,023 | D | ↗ |
| 2026-05-06 | Allen Shana | Officer | J-Other | A | Common Stock | 36 | 41.37 | 1.5K | 320 | D | ↗ |
| 2026-05-06 | Adams Joseph C. | Director / Officer | J-Other | A | Common Stock | 181 | 41.37 | 7.5K | 2,180 | D | ↗ |
| 2026-02-06 | Zavaglia Joseph P. | Director | J-Other | A | Common Stock | 59 | 42.28 | 2.5K | 667 | D | ↗ |
| 2026-02-06 | Whittington Phillip Dean | Officer | J-Other | A | Common Stock | 89 | 42.28 | 3.8K | 500 | D | ↗ |
| 2026-02-06 | Nielsen Kelli | Officer | J-Other | A | Common Stock | 18 | 42.28 | 761.04 | 109 | D | ↗ |
| 2026-02-06 | Nesbitt Robert A | Officer | J-Other | A | Common Stock | 13 | 42.28 | 549.64 | 197 | D | ↗ |
| 2026-02-06 | Mullet Matthew D. | Officer | J-Other | A | Common Stock | 213 | 42.28 | 9.0K | 1,404 | D | ↗ |
| 2026-02-06 | Mansfield Michael J. | Director | J-Other | A | Common Stock | 414 | 42.28 | 17.5K | 4,600 | D | ↗ |
| 2026-02-06 | Leech Ted A. | Director | J-Other | A | Common Stock | 207 | 42.28 | 8.8K | 211 | D | ↗ |
| 2026-02-06 | Crowl Ben | Officer | J-Other | A | Common Stock | 18 | 42.28 | 761.04 | 128 | D | ↗ |
| 2026-02-06 | Cofer-Wildsmith Marina | Director | J-Other | A | Common Stock | 443 | 42.28 | 18.7K | 443 | D | ↗ |
| 2026-02-06 | COSTA DONN C | Officer | J-Other | A | Common Stock | 505 | 42.28 | 21.4K | 4,759 | D | ↗ |
| 2026-02-06 | Burr Erin | Officer | J-Other | A | Common Stock | 213 | 42.28 | 9.0K | 3,098 | D | ↗ |
| 2026-02-06 | Andrews Pamela Marie | Director | J-Other | A | Common Stock | 414 | 42.28 | 17.5K | 4,600 | D | ↗ |
| 2026-02-06 | Allen Shana | Officer | J-Other | A | Common Stock | 35 | 42.28 | 1.5K | 284 | D | ↗ |
| 2026-02-06 | Adams Joseph C. | Director / Officer | J-Other | A | Common Stock | 177 | 42.28 | 7.5K | 1,999 | D | ↗ |
| 2026-02-02 | Jarman Victoria | Officer | J-Other | A | Common Stock | 89 | 42.28 | 3.8K | 1,559 | D | ↗ |
| 2025-11-21 | Cofer-Wildsmith Marina | Director | S-Sale | D | Common Stock | 2,371 | 40.00 | 94.8K | 0 | D | ↗ |
| 2025-11-20 | Cofer-Wildsmith Marina | Director | S-Sale | D | Common Stock | 161 | 40.00 | 6.4K | 2,371 | D | ↗ |
| 2025-11-14 | Cofer-Wildsmith Marina | Director | S-Sale | D | Common Stock | 17 | 40.05 | 680.85 | 5,590 | D | ↗ |
| 2025-11-13 | Cofer-Wildsmith Marina | Director | M-Exempt | D | Stock Options (Right to Buy) | 6,783 | 29.30 | 198.7K | 9,260 | D | ↗ |
| 2025-11-06 | Zavaglia Joseph P. | Director | J-Other | A | Common Stock | 66 | 38.01 | 2.5K | 608 | D | ↗ |
| 2025-11-06 | Whittington Phillip Dean | Officer | J-Other | A | Common Stock | 99 | 38.01 | 3.8K | 411 | D | ↗ |
| 2025-11-06 | Nielsen Kelli | Officer | J-Other | A | Common Stock | 20 | 38.01 | 760.20 | 91 | D | ↗ |
| 2025-11-06 | Nesbitt Robert A | Officer | J-Other | A | Common Stock | 15 | 38.01 | 570.15 | 184 | D | ↗ |
| 2025-11-06 | Mullet Matthew D. | Officer | J-Other | A | Common Stock | 237 | 38.01 | 9.0K | 1,191 | D | ↗ |
| 2025-11-06 | Leech Ted A. | Director | J-Other | A | Common Stock | 230 | 38.01 | 8.7K | 890 | D | ↗ |
| 2025-11-06 | Jarman Victoria | Officer | J-Other | A | Common Stock | 99 | 38.01 | 3.8K | 1,470 | D | ↗ |
| 2025-11-06 | Crowl Ben | Officer | J-Other | A | Common Stock | 20 | 38.01 | 760.20 | 110 | D | ↗ |
| 2025-11-06 | Burr Erin | Officer | J-Other | A | Common Stock | 210 | 38.01 | 8.0K | 2,885 | D | ↗ |
| 2025-11-06 | Allen Shana | Officer | J-Other | A | Common Stock | 39 | 38.01 | 1.5K | 248 | D | ↗ |
| 2025-11-06 | Adams Joseph C. | Director / Officer | J-Other | A | Common Stock | 197 | 38.01 | 7.5K | 1,822 | D | ↗ |
| 2025-11-05 | Mullet Matthew D. | Officer | M-Exempt | A | Common Stock | 3,090 | 21.35 | 66.0K | 106,340 | D | ↗ |
| 2025-08-27 | Adams Joseph C. | Director / Officer | S-Sale | D | Common Stock | 14,646 | 41.83 | 612.6K | 97,775 | D | ↗ |
| 2025-08-22 | Adams Joseph C. | Director / Officer | S-Sale | D | Common Stock | 402 | 41.72 | 16.8K | 112,421 | D | ↗ |
| 2025-08-21 | Adams Joseph C. | Director / Officer | S-Sale | D | Common Stock | 6,674 | 40.01 | 267.0K | 112,823 | D | ↗ |
| 2025-08-20 | Adams Joseph C. | Director / Officer | S-Sale | D | Common Stock | 4,914 | 40.13 | 197.2K | 119,497 | D | ↗ |
| 2025-08-19 | Adams Joseph C. | Director / Officer | S-Sale | D | Common Stock | 10,864 | 40.16 | 436.3K | 124,411 | D | ↗ |
| 2025-08-15 | Zavaglia Joseph P. | Director | A-Award | A | Stock Options (Right to Buy) | 1,500 | 40.14 | 60.2K | 16,060 | D | ↗ |
| 2025-08-15 | Whittington Phillip Dean | Officer | A-Award | A | Stock Options (Right to Buy) | 4,000 | 40.14 | 160.6K | 9,600 | D | ↗ |
| 2025-08-15 | Nielsen Kelli | Officer | A-Award | A | Stock Options (Right to Buy) | 4,000 | 40.14 | 160.6K | 48,275 | D | ↗ |
| 2025-08-15 | Nesbitt Robert A | Officer | A-Award | A | Stock Options (Right to Buy) | 3,600 | 40.14 | 144.5K | 9,200 | D | ↗ |
| 2025-08-15 | Mullet Matthew D. | Officer | A-Award | A | Stock Options (Right to Buy) | 20,000 | 40.14 | 802.8K | 73,590 | D | ↗ |
| 2025-08-15 | McCormick Sean | Officer | A-Award | A | Stock Options (Right to Buy) | 3,600 | 40.14 | 144.5K | 7,200 | D | ↗ |
| 2025-08-15 | Mansfield Michael J. | Director | A-Award | A | Common Stock | 750 | 0.00 | — | 69,682 | D | ↗ |
| 2025-08-15 | Leech Ted A. | Director | A-Award | A | Common Stock | 750 | 0.00 | — | 47,649 | D | ↗ |
| 2025-08-15 | Jarman Victoria | Officer | A-Award | A | Stock Options (Right to Buy) | 4,000 | 40.14 | 160.6K | 45,900 | D | ↗ |
| 2025-08-15 | Degner Terri L | Director | A-Award | A | Stock Options (Right to Buy) | 1,500 | 40.14 | 60.2K | 5,000 | D | ↗ |
| 2025-08-15 | Crowl Ben | Officer | A-Award | A | Common Stock | 2,000 | 0.00 | — | 16,789 | D | ↗ |
| 2025-08-15 | Cofer-Wildsmith Marina | Director | A-Award | A | Stock Options (Right to Buy) | 1,500 | 40.14 | 60.2K | 16,060 | D | ↗ |
| 2025-08-15 | Burr Erin | Officer | A-Award | A | Stock Options (Right to Buy) | 4,000 | 40.14 | 160.6K | 32,008 | D | ↗ |
| 2025-08-15 | Andrews Pamela Marie | Director | A-Award | A | Common Stock | 750 | 0.00 | — | 11,999 | D | ↗ |
| 2025-08-15 | Allen Shana | Officer | A-Award | A | Common Stock | 2,000 | 0.00 | — | 6,863 | D | ↗ |
| 2025-08-15 | Adams Joseph C. | Director / Officer | F-InKind | D | Common Stock | 3,317 | 40.14 | 133.1K | 135,275 | D | ↗ |
| 2025-08-06 | Zavaglia Joseph P. | Director | J-Other | A | Common Stock | 64 | 39.20 | 2.5K | 542 | D | ↗ |
| 2025-08-06 | Whittington Phillip Dean | Officer | J-Other | A | Common Stock | 96 | 39.20 | 3.8K | 312 | D | ↗ |
| 2025-08-06 | Nielsen Kelli | Officer | J-Other | A | Common Stock | 19 | 39.20 | 744.80 | 71 | D | ↗ |
| 2025-08-06 | Nesbitt Robert A | Officer | J-Other | A | Common Stock | 14 | 39.20 | 548.80 | 169 | D | ↗ |
| 2025-08-06 | Mullet Matthew D. | Officer | J-Other | A | Common Stock | 230 | 39.20 | 9.0K | 954 | D | ↗ |
| 2025-08-06 | Leech Ted A. | Director | J-Other | A | Common Stock | 223 | 39.20 | 8.7K | 660 | D | ↗ |
| 2025-08-06 | Jarman Victoria | Officer | J-Other | A | Common Stock | 96 | 39.20 | 3.8K | 1,371 | D | ↗ |
| 2025-08-06 | Degner Terri L | Director | J-Other | A | Common Stock | 64 | 39.20 | 2.5K | 1,082 | D | ↗ |
| 2025-08-06 | Crowl Ben | Officer | J-Other | A | Common Stock | 19 | 39.20 | 744.80 | 90 | D | ↗ |
| 2025-08-06 | Cofer-Wildsmith Marina | Director | J-Other | A | Common Stock | 415 | 39.20 | 16.3K | 2,532 | D | ↗ |
| 2025-08-06 | COSTA DONN C | Officer | J-Other | A | Common Stock | 64 | 39.20 | 2.5K | 4,254 | D | ↗ |
| 2025-08-06 | Burr Erin | Officer | J-Other | A | Common Stock | 230 | 39.20 | 9.0K | 2,675 | D | ↗ |
| 2025-08-06 | Allen Shana | Officer | J-Other | A | Common Stock | 38 | 39.20 | 1.5K | 209 | D | ↗ |
| 2025-08-06 | Adams Joseph C. | Director / Officer | J-Other | A | Common Stock | 191 | 39.20 | 7.5K | 1,625 | D | ↗ |
| 2025-05-06 | Zavaglia Joseph P. | Director | J-Other | A | Common Stock | 63 | 39.63 | 2.5K | 478 | D | ↗ |
| 2025-05-06 | Whittington Phillip Dean | Officer | J-Other | A | Common Stock | 16 | 39.63 | 634.08 | 216 | D | ↗ |
| 2025-05-06 | Nielsen Kelli | Officer | J-Other | A | Common Stock | 19 | 39.63 | 752.97 | 52 | D | ↗ |
| 2025-05-06 | Nesbitt Robert A | Officer | J-Other | A | Common Stock | 14 | 39.63 | 554.82 | 155 | D | ↗ |
| 2025-05-06 | Mullet Matthew D. | Officer | J-Other | A | Common Stock | 227 | 39.63 | 9.0K | 724 | D | ↗ |
| 2025-05-06 | Mansfield Michael J. | Director | J-Other | A | Common Stock | 442 | 39.63 | 17.5K | 4,186 | D | ↗ |
| 2025-05-06 | Leech Ted A. | Director | J-Other | A | Common Stock | 221 | 39.63 | 8.8K | 437 | D | ↗ |
| 2025-05-06 | Jarman Victoria | Officer | J-Other | A | Common Stock | 95 | 39.63 | 3.8K | 1,275 | D | ↗ |
| 2025-05-06 | Degner Terri L | Director | J-Other | A | Common Stock | 63 | 39.63 | 2.5K | 1,018 | D | ↗ |
| 2025-05-06 | Crowl Ben | Officer | J-Other | A | Common Stock | 19 | 39.63 | 752.97 | 71 | D | ↗ |
| 2025-05-06 | COSTA DONN C | Officer | J-Other | A | Common Stock | 442 | 39.63 | 17.5K | 4,190 | D | ↗ |
| 2025-05-06 | Burr Erin | Officer | J-Other | A | Common Stock | 227 | 39.63 | 9.0K | 2,445 | D | ↗ |
| 2025-05-06 | Andrews Pamela Marie | Director | J-Other | A | Common Stock | 442 | 39.63 | 17.5K | 4,186 | D | ↗ |
| 2025-05-06 | Allen Shana | Officer | J-Other | A | Common Stock | 38 | 39.63 | 1.5K | 171 | D | ↗ |
| 2025-05-06 | Adams Joseph C. | Director / Officer | J-Other | A | Common Stock | 189 | 39.63 | 7.5K | 1,434 | D | ↗ |
| 2025-05-05 | Adams Joseph C. | Director / Officer | G-Gift | D | Common Stock | 503 | 40.11 | 20.2K | 134,804 | D | ↗ |
| 2025-05-01 | Whittington Phillip Dean | Officer | — | — | Common Stock | 0 | 0.00 | — | 200 | D | ↗ |
| 2025-04-28 | Adams Joseph C. | Director / Officer | G-Gift | D | Common Stock | 675 | 38.32 | 25.9K | 135,307 | D | ↗ |
| 2025-02-06 | Zavaglia Joseph P. | Director | J-Other | A | Common Stock | 61 | 40.95 | 2.5K | 415 | D | ↗ |
| 2025-02-06 | Nielsen Kelli | Officer | J-Other | A | Common Stock | 18 | 40.95 | 737.10 | 33 | D | ↗ |
| 2025-02-06 | Nesbitt Robert A | Officer | J-Other | A | Common Stock | 14 | 40.95 | 573.30 | 141 | D | ↗ |
| 2025-02-06 | Mullet Matthew D. | Officer | J-Other | A | Common Stock | 189 | 40.95 | 7.7K | 497 | D | ↗ |
| 2025-02-06 | Mansfield Michael J. | Director | J-Other | A | Common Stock | 427 | 40.95 | 17.5K | 3,744 | D | ↗ |
| 2025-02-06 | Leech Ted A. | Director | J-Other | A | Common Stock | 214 | 40.95 | 8.8K | 216 | D | ↗ |
| 2025-02-06 | Jarman Victoria | Officer | J-Other | A | Common Stock | 92 | 40.95 | 3.8K | 1,180 | D | ↗ |
| 2025-02-06 | Degner Terri L | Director | J-Other | A | Common Stock | 61 | 40.95 | 2.5K | 955 | D | ↗ |
| 2025-02-06 | Crowl Ben | Officer | J-Other | A | Common Stock | 18 | 40.95 | 737.10 | 52 | D | ↗ |
| 2025-02-06 | Cofer-Wildsmith Marina | Director | J-Other | A | Common Stock | 458 | 40.95 | 18.8K | 2,117 | D | ↗ |
| 2025-02-06 | COSTA DONN C | Officer | J-Other | A | Common Stock | 366 | 40.95 | 15.0K | 3,748 | D | ↗ |
| 2025-02-06 | Burr Erin | Officer | J-Other | A | Common Stock | 220 | 40.95 | 9.0K | 2,218 | D | ↗ |
| 2025-02-06 | Andrews Pamela Marie | Director | J-Other | A | Common Stock | 427 | 40.95 | 17.5K | 3,744 | D | ↗ |
| 2025-02-06 | Allen Shana | Officer | J-Other | A | Common Stock | 37 | 40.95 | 1.5K | 133 | D | ↗ |
| 2025-02-06 | Adams Joseph C. | Director / Officer | J-Other | A | Common Stock | 183 | 40.95 | 7.5K | 1,245 | D | ↗ |
| 2024-11-07 | Adams Joseph C. | Director / Officer | M-Exempt | A | Common Stock | 45,600 | 29.30 | 1.34M | 170,749 | D | ↗ |
| 2024-11-06 | Zavaglia Joseph P. | Director | J-Other | A | Common Stock | 52 | 48.47 | 2.5K | 354 | D | ↗ |
| 2024-11-06 | Nielsen Kelli | Officer | J-Other | A | Common Stock | 15 | 48.47 | 727.05 | 15 | D | ↗ |
| 2024-11-06 | Nesbitt Robert A | Officer | J-Other | A | Common Stock | 12 | 48.47 | 581.64 | 127 | D | ↗ |
| 2024-11-06 | Mullet Matthew D. | Officer | J-Other | A | Common Stock | 155 | 48.47 | 7.5K | 308 | D | ↗ |
| 2024-11-06 | Leech Ted A. | Director | J-Other | A | Common Stock | 181 | 48.47 | 8.8K | 243 | D | ↗ |
| 2024-11-06 | Jarman Victoria | Officer | J-Other | A | Common Stock | 77 | 48.47 | 3.7K | 1,088 | D | ↗ |
| 2024-11-06 | Degner Terri L | Director | J-Other | A | Common Stock | 52 | 48.47 | 2.5K | 894 | D | ↗ |
| 2024-11-06 | Crowl Ben | Officer | J-Other | A | Common Stock | 15 | 48.47 | 727.05 | 34 | D | ↗ |
| 2024-11-06 | Cofer-Wildsmith Marina | Director | J-Other | A | Common Stock | 77 | 48.47 | 3.7K | 1,659 | D | ↗ |
| 2024-11-06 | Burr Erin | Officer | J-Other | A | Common Stock | 186 | 48.47 | 9.0K | 1,998 | D | ↗ |
| 2024-11-06 | Allen Shana | Officer | J-Other | A | Common Stock | 31 | 48.47 | 1.5K | 96 | D | ↗ |
| 2024-11-06 | Adams Joseph C. | Director / Officer | J-Other | A | Common Stock | 155 | 48.47 | 7.5K | 1,062 | D | ↗ |
| 2024-08-26 | Adams Joseph C. | Director / Officer | M-Exempt | A | Common Stock | 23,040 | 21.35 | 491.9K | 157,543 | — | ↗ |
| 2024-08-20 | Mullet Matthew D. | Officer | F-InKind | D | Common Stock | 11,199 | 41.76 | 467.7K | 100,999 | — | ↗ |
| 2024-08-15 | Zavaglia Joseph P. | Director | A-Award | A | Stock Options (Right to Buy) | 1,500 | 41.98 | 63.0K | 14,560 | — | ↗ |
| 2024-08-15 | Piesik Margaret R. | Director | A-Award | A | Stock Option (Right to Buy) | 1,500 | 41.98 | 63.0K | 14,560 | — | ↗ |
| 2024-08-15 | Nielsen Kelli | Officer | A-Award | A | Stock Options (Right to Buy) | 4,000 | 41.98 | 167.9K | 44,275 | — | ↗ |
| 2024-08-15 | Nesbitt Robert A | Officer | A-Award | A | Common Stock | 1,800 | 0.00 | — | 2,800 | — | ↗ |
| 2024-08-15 | Mullet Matthew D. | Officer | A-Award | A | Stock Options (Right to Buy) | 10,000 | 41.98 | 419.8K | 68,770 | — | ↗ |
| 2024-08-15 | McCormick Sean | Officer | A-Award | A | Stock Options (Right to Buy) | 3,600 | 41.98 | 151.1K | 3,600 | — | ↗ |
| 2024-08-15 | Mansfield Michael J. | Director | A-Award | A | Common Stock | 750 | 0.00 | — | 68,932 | — | ↗ |
| 2024-08-15 | Leech Ted A. | Director | A-Award | A | Common Stock | 750 | 0.00 | — | 46,658 | — | ↗ |
| 2024-08-15 | Jarman Victoria | Officer | A-Award | A | Stock Options (Right to Buy) | 4,000 | 41.98 | 167.9K | 41,900 | — | ↗ |
| 2024-08-15 | Degner Terri L | Director | A-Award | A | Common Stock | 1,750 | 0.00 | — | 1,750 | — | ↗ |
| 2024-08-15 | Crowl Ben | Officer | A-Award | A | Common Stock | 2,500 | 0.00 | — | 14,743 | — | ↗ |
| 2024-08-15 | Cofer-Wildsmith Marina | Director | A-Award | A | Stock Options (Right to Buy) | 1,500 | 41.98 | 63.0K | 14,560 | — | ↗ |
| 2024-08-15 | Burr Erin | Officer | A-Award | A | Stock Options (Right to Buy) | 4,000 | 41.98 | 167.9K | 28,008 | — | ↗ |
| 2024-08-15 | Andrews Pamela Marie | Director | A-Award | A | Common Stock | 750 | 0.00 | — | 11,250 | — | ↗ |
| 2024-08-15 | Allen Shana | Officer | A-Award | A | Stock Options (Right to Buy) | 5,000 | 41.98 | 209.9K | 12,500 | — | ↗ |
| 2024-08-15 | Adams Joseph C. | Director / Officer | A-Award | A | Stock Options (Right to Buy) | 14,000 | 41.98 | 587.7K | 178,400 | — | ↗ |
| 2024-08-06 | Zavaglia Joseph P. | Director | J-Other | A | Common Stock | 61 | 40.73 | 2.5K | 302 | — | ↗ |
| 2024-08-06 | Piesik Margaret R. | Director | J-Other | A | Common Stock | 15 | 40.73 | 610.95 | 176 | — | ↗ |
| 2024-08-06 | Nesbitt Robert A | Officer | J-Other | A | Common Stock | 14 | 40.73 | 570.22 | 115 | — | ↗ |
| 2024-08-06 | Mullet Matthew D. | Officer | J-Other | A | Common Stock | 153 | 40.73 | 6.2K | 153 | — | ↗ |
| 2024-08-06 | Leech Ted A. | Director | J-Other | A | Common Stock | 61 | 40.73 | 2.5K | 215 | — | ↗ |
| 2024-08-06 | Jarman Victoria | Officer | J-Other | A | Common Stock | 92 | 40.73 | 3.7K | 1,011 | — | ↗ |
| 2024-08-06 | Degner Terri L | Director | J-Other | A | Common Stock | 61 | 40.73 | 2.5K | 842 | — | ↗ |
| 2024-08-06 | Crowl Ben | Officer | J-Other | A | Common Stock | 18 | 40.73 | 733.14 | 65 | — | ↗ |
| 2024-08-06 | Cofer-Wildsmith Marina | Director | J-Other | A | Common Stock | 460 | 40.73 | 18.7K | 1,582 | — | ↗ |
| 2024-08-06 | COSTA DONN C | Officer | J-Other | A | Common Stock | 123 | 40.73 | 5.0K | 3,382 | — | ↗ |
| 2024-08-06 | Burr Erin | Officer | J-Other | A | Common Stock | 221 | 40.73 | 9.0K | 1,812 | — | ↗ |
| 2024-08-06 | Allen Shana | Officer | J-Other | A | Common Stock | 18 | 40.73 | 733.14 | 65 | — | ↗ |
| 2024-08-06 | Adams Joseph C. | Director / Officer | J-Other | A | Common Stock | 184 | 40.73 | 7.5K | 907 | — | ↗ |
| 2024-08-02 | Burr Erin | Officer | M-Exempt | A | Common Stock | 2,616 | 21.35 | 55.9K | 26,909 | — | ↗ |
| 2024-07-31 | Crowl Ben | Officer | M-Exempt | A | Common Stock | 2,784 | 21.35 | 59.4K | 15,893 | — | ↗ |
| 2024-07-29 | Mullet Matthew D. | Officer | M-Exempt | A | Common Stock | 6,180 | 21.35 | 131.9K | 103,924 | — | ↗ |
| 2024-05-20 | Nesbitt Robert A | Officer | — | D | Common Stock | 0 | 0.00 | — | 101 | — | ↗ |
| 2024-05-20 | McCormick Sean | Officer | — | I | Common Stock | 0 | 0.00 | — | 4,347 | — | ↗ |
| 2024-05-06 | Zavaglia Joseph P. | Director | J-Other | A | Common Stock | 78 | 31.91 | 2.5K | 240 | — | ↗ |
| 2024-05-06 | Piesik Margaret R. | Director | J-Other | A | Common Stock | 20 | 31.91 | 638.20 | 160 | — | ↗ |
| 2024-05-06 | Nielsen Kelli | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-06 | Mullet Matthew D. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-06 | Mansfield Michael J. | Director | J-Other | A | Common Stock | 548 | 31.91 | 17.5K | 3,317 | — | ↗ |
| 2024-05-06 | Leech Ted A. | Director | J-Other | A | Common Stock | 78 | 31.91 | 2.5K | 154 | — | ↗ |
| 2024-05-06 | Jarman Victoria | Officer | J-Other | A | Common Stock | 118 | 31.91 | 3.8K | 919 | — | ↗ |
| 2024-05-06 | Degner Terri L | Director | J-Other | A | Common Stock | 39 | 31.91 | 1.2K | 780 | — | ↗ |
| 2024-05-06 | Crowl Ben | Officer | J-Other | A | Common Stock | 24 | 31.91 | 765.84 | 47 | — | ↗ |
| 2024-05-06 | Cofer-Wildsmith Marina | Director | J-Other | A | Common Stock | 196 | 31.91 | 6.3K | 1,121 | — | ↗ |
| 2024-05-06 | COSTA DONN C | Officer | J-Other | A | Common Stock | 470 | 31.91 | 15.0K | 3,259 | — | ↗ |
| 2024-05-06 | Burr Erin | Officer | J-Other | A | Common Stock | 266 | 31.91 | 8.5K | 1,591 | — | ↗ |
| 2024-05-06 | Andrews Pamela Marie | Director | J-Other | A | Common Stock | 548 | 31.91 | 17.5K | 3,317 | — | ↗ |
| 2024-05-06 | Allen Shana | Officer | J-Other | A | Common Stock | 18 | 31.91 | 574.38 | 48 | — | ↗ |
| 2024-05-06 | Adams Joseph C. | Director / Officer | J-Other | A | Common Stock | 235 | 31.91 | 7.5K | 723 | — | ↗ |
| 2024-02-06 | Zavaglia Joseph P. | Director | J-Other | A | Common Stock | 76 | 32.69 | 2.5K | 162 | — | ↗ |
| 2024-02-06 | Piesik Margaret R. | Director | J-Other | A | Common Stock | 19 | 32.69 | 621.11 | 140 | — | ↗ |
| 2024-02-06 | Mansfield Michael J. | Director | J-Other | A | Common Stock | 535 | 32.69 | 17.5K | 2,769 | — | ↗ |
| 2024-02-06 | Leech Ted A. | Director | J-Other | A | Common Stock | 76 | 32.69 | 2.5K | 561 | — | ↗ |
| 2024-02-06 | Jarman Victoria | Officer | J-Other | A | Common Stock | 115 | 32.69 | 3.8K | 801 | — | ↗ |
| 2024-02-06 | Degner Terri L | Director | J-Other | A | Common Stock | 76 | 32.69 | 2.5K | 741 | — | ↗ |
| 2024-02-06 | Crowl Ben | Officer | J-Other | A | Common Stock | 23 | 32.69 | 751.87 | 23 | — | ↗ |
| 2024-02-06 | Cofer-Wildsmith Marina | Director | J-Other | A | Common Stock | 191 | 32.69 | 6.2K | 925 | — | ↗ |
| 2024-02-06 | COSTA DONN C | Officer | J-Other | A | Common Stock | 459 | 32.69 | 15.0K | 2,789 | — | ↗ |
| 2024-02-06 | Burr Erin | Officer | J-Other | A | Common Stock | 229 | 32.69 | 7.5K | 1,325 | — | ↗ |
| 2024-02-06 | Andrews Pamela Marie | Director | J-Other | A | Common Stock | 535 | 32.69 | 17.5K | 2,769 | — | ↗ |
| 2024-02-06 | Allen Shana | Officer | J-Other | A | Common Stock | 17 | 32.69 | 555.73 | 30 | — | ↗ |
| 2024-02-06 | Adams Joseph C. | Director / Officer | J-Other | A | Common Stock | 229 | 32.69 | 7.5K | 488 | — | ↗ |
| 2024-02-01 | Degner Terri L | Director | P-Purchase | A | Common Stock | 500 | 36.09 | 18.0K | 1,323 | — | ↗ |
| 2024-01-30 | Piesik Margaret R. | Director | M-Exempt | A | Common Stock | 9,112 | 8.45 | 77.0K | 23,280 | — | ↗ |
| 2024-01-01 | Degner Terri L | Director | — | D | Common Stock | 0 | 0.00 | — | 2,000 | — | ↗ |
| 2023-11-29 | Piesik Margaret R. | Director | M-Exempt | D | Stock Options (Right to Buy) | 9,113 | 8.45 | 77.0K | 22,172 | — | ↗ |
| 2023-11-07 | Jarman Victoria | Officer | M-Exempt | D | Stock Option (Right to Buy) | 4,000 | 8.45 | 33.8K | 37,900 | — | ↗ |
| 2023-11-06 | Zavaglia Joseph P. | Director | J-Other | A | Common Stock | 86 | 29.01 | 2.5K | 402 | — | ↗ |
| 2023-11-06 | Piesik Margaret R. | Director | J-Other | A | Common Stock | 22 | 29.01 | 638.22 | 121 | — | ↗ |
| 2023-11-06 | Leech Ted A. | Director | J-Other | A | Common Stock | 86 | 29.01 | 2.5K | 485 | — | ↗ |
| 2023-11-06 | Jarman Victoria | Officer | J-Other | A | Common Stock | 129 | 29.01 | 3.7K | 686 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Joseph C. Adams Chief Executive Officer | 590.0K | 368.8K | 152.1K | 285.2K | — | 46.6K | 1.44M | 30.31% | ↗ |
| 2 | 2025 | Matthew D. Mullet President | 425.0K | 265.6K | 151.9K | 264.4K | — | 37.0K | 1.14M | 36.39% | ↗ |
| 3 | 2025 | Donn C. Costa Chief Home Lending Officer | 365.0K | 233.9K | — | — | — | 26.8K | 625.7K | 0.00% | ↗ |
| 4 | 2025 | Shana C. Allen Chief Information Officer | 258.1K | 132.3K | 80.3K | 79.3K | — | 18.1K | 568.1K | 28.09% | ↗ |
| 5 | 2025 | Phillip D. Whittington Chief Financial Officer | 148.5K | 84.4K | 80.3K | 52.9K | — | 11.4K | 377.5K | 35.28% | ↗ |
| 6 | 2024 | Joseph C. Adams Chief Executive Officer | 550.4K | 516.0K | 293.9K | 160.9K | — | 42.1K | 1.56M | 29.09% | ↗ |
| 7 | 2024 | Matthew D. Mullet President and Chief Financial Officer | 377.1K | 371.0K | 209.9K | 114.9K | — | 29.4K | 1.10M | 29.47% | ↗ |
| 8 | 2024 | Matthew D. Mullet President | 377.1K | 371.0K | 209.9K | 114.9K | — | 29.4K | 1.10M | 29.47% | ↗ |
| 9 | 2024 | Shana C. Allen Chief Information Officer | 245.0K | 245.0K | 105.0K | 57.5K | — | 16.0K | 668.4K | 24.30% | ↗ |
| 10 | 2024 | Shana Allen Chief Information Officer | 245.0K | 245.0K | 105.0K | 57.5K | — | 16.0K | 668.4K | 24.30% | ↗ |
| 11 | 2024 | Ben Crowl Executive Vice President Chief Lending Officer | 245.0K | 170.0K | 105.0K | 57.5K | — | 20.0K | 597.4K | 27.19% | ↗ |
| 12 | 2024 | Kelli Nielsen Executive Vice President, Chief Retail Banking Officer | 232.0K | 170.0K | 84.0K | 46.0K | — | 21.6K | 553.5K | 23.47% | ↗ |
| 13 | 2024 | Donn C. Costa Chief Home Lending Officer | 346.5K | 175.0K | — | — | — | 29.0K | 550.5K | 0.00% | ↗ |
| 14 | 2023 | Joseph C. Adams Chief Executive Officer | 525.0K | 460.0K | 199.7K | 148.6K | — | 40.0K | 1.37M | 25.36% | ↗ |
| 15 | 2023 | Matthew D. Mullet Chief Financial Officer | 346.5K | 303.5K | 122.9K | 91.4K | — | 26.8K | 891.2K | 24.05% | ↗ |
| 16 | 2023 | Matthew D. Mullet President | 346.5K | 303.5K | 122.9K | 91.4K | — | 26.8K | 891.2K | 24.05% | ↗ |
| 17 | 2023 | Matthew D. Mullet President and Chief Financial Officer | 346.5K | 303.5K | 122.9K | 91.4K | — | 26.8K | 891.2K | 24.05% | ↗ |
| 18 | 2023 | Dennis V. O’Leary Former Chief Lending Officer | 346.5K | 200.0K | 49.2K | 24.4K | — | 22.9K | 642.9K | 11.44% | ↗ |
| 19 | 2023 | Shana Allen Chief Information Officer | 245.0K | 171.5K | 76.8K | 57.2K | — | 13.2K | 563.7K | 23.77% | ↗ |
| 20 | 2023 | Shana C. Allen Chief Information Officer | 245.0K | 171.5K | 76.8K | 57.2K | — | 13.2K | 563.7K | 23.77% | ↗ |
| 21 | 2023 | Donn C. Costa Chief Home Lending Officer | 346.5K | 173.3K | — | — | — | 31.1K | 550.8K | 0.00% | ↗ |
| 22 | 2023 | Donn C. Costa Executive Vice President, Home Lending | 346.5K | 173.3K | — | — | — | 31.1K | 550.8K | 0.00% | ↗ |
| 23 | 2023 | Kelli Nielsen Executive Vice President, Chief Retail Banking Officer | 225.0K | 160.0K | 58.4K | 43.4K | — | 19.7K | 506.5K | 20.10% | ↗ |
| 24 | 2023 | Kelli Nielsen Executive Vice President, Retail Banking/Marketing | 225.0K | 160.0K | 58.4K | 43.4K | — | 19.7K | 506.5K | 20.10% | ↗ |
| 25 | 2022 | Joseph C. Adams Chief Executive Officer | 494.9K | 450.0K | 232.1K | 160.7K | — | 27.2K | 1.36M | 28.77% | ↗ |
| 26 | 2022 | Matthew D. Mullet President and Chief Financial Officer | 330.0K | 280.0K | 139.2K | 96.4K | — | 20.3K | 865.9K | 27.21% | ↗ |
| 27 | 2022 | Matthew D. Mullet Chief Financial Officer | 330.0K | 280.0K | 139.2K | 96.4K | — | 20.3K | 865.9K | 27.21% | ↗ |
| 28 | 2022 | Dennis V. O’Leary Former Chief Lending Officer | 330.0K | 280.0K | 139.2K | 96.4K | — | 18.0K | 863.7K | 27.28% | ↗ |
| 29 | 2022 | Dennis V. O’Leary Chief Lending Officer | 330.0K | 280.0K | 139.2K | 96.4K | — | 18.0K | 863.7K | 27.28% | ↗ |
| 30 | 2022 | Robert B. Fuller Chief Credit Officer | 250.0K | 165.0K | 55.7K | 38.3K | — | 18.1K | 527.0K | 17.83% | ↗ |
| 31 | 2022 | Donn C. Costa Executive Vice President, Home Lending | 330.0K | 165.0K | — | — | — | 26.9K | 521.9K | 0.00% | ↗ |
| 32 | 2021 | Joseph C. Adams Chief Executive Officer | 475.0K | 825.0K | 283.7K | 256.6K | — | 36.6K | 1.88M | 28.78% | ↗ |
| 33 | 2021 | Dennis V. O’Leary Former Chief Lending Officer | 330.0K | 730.0K | 177.3K | 160.4K | — | 33.4K | 1.43M | 23.59% | ↗ |
| 34 | 2021 | Dennis V. O’Leary Chief Lending Officer | 330.0K | 730.0K | 177.3K | 160.4K | — | 33.4K | 1.43M | 23.59% | ↗ |
| 35 | 2021 | Donn C. Costa Executive Vice President, Home Lending | 330.0K | 930.0K | — | — | — | 34.9K | 1.29M | 0.00% | ↗ |
| 36 | 2021 | Matthew D. Mullet Chief Financial Officer | 330.0K | 580.0K | 177.3K | 160.4K | — | 33.1K | 1.28M | 26.36% | ↗ |
| 37 | 2020 | Donn C. Costa Executive Vice President, Home Lending | 330.0K | 1.33M | 109.9K | 61.4K | — | 31.5K | 1.86M | 9.20% | ↗ |
| 38 | 2020 | Joseph C. Adams Chief Executive Officer | 475.0K | 975.0K | 205.0K | 114.5K | — | 32.0K | 1.80M | 17.73% | ↗ |
| 39 | 2020 | Matthew D. Mullet Chief Financial Officer | 330.0K | 830.0K | 109.9K | 61.4K | — | 30.3K | 1.36M | 12.60% | ↗ |
| 40 | 2019 | Joseph C. Adams Chief Executive Officer | 475.0K | 475.0K | 195.0K | 106.0K | — | 39.2K | 1.29M | 23.32% | ↗ |
| 41 | 2019 | Dennis V. O'Leary Executive Vice President and Chief Lending Officer | 300.0K | — | 101.1K | 55.0K | 300.0K | 39.3K | 795.4K | 19.63% | ↗ |
| 42 | 2019 | Donn C. Costa Executive Vice President, Home Lending | 300.0K | 300.0K | 101.1K | 55.0K | — | 39.0K | 795.1K | 19.63% | ↗ |
| 43 | 2018 | Joseph C. Adams Chief Executive Officer | 350.0K | 250.0K | 334.0K | 301.4K | 350.0K | 37.2K | 1.62M | 39.16% | ↗ |
| 44 | 2018 | Donn C. Costa Executive Vice President- Home Lending Production | 300.0K | — | 269.6K | 243.2K | 300.0K | 33.0K | 1.15M | 44.75% | ↗ |
| 45 | 2018 | Donn C. Costa Executive Vice President, Home Lending | 300.0K | — | 269.6K | 243.2K | 300.0K | 33.0K | 1.15M | 44.75% | ↗ |
| 46 | 2018 | Matthew D. Mullet Chief Finanial Officer, Treasurer and Secretary | 300.0K | 250.0K | 70.3K | 63.5K | 300.0K | 34.4K | 961.0K | 13.92% | ↗ |
| 47 | 2017 | Joseph C. Adams Chief Executive Officer | 342.1K | 250.0K | — | — | 350.0K | 45.6K | 987.8K | 0.00% | ↗ |
| 48 | 2017 | Donn C. Costa Executive Vice President- Home Lending | 293.3K | 150.0K | — | — | 300.0K | 40.4K | 783.6K | 0.00% | ↗ |
| 49 | 2017 | Donn C. Costa Executive Vice President- Home Lending Production | 293.3K | 150.0K | — | — | 300.0K | 43.4K | 783.6K | 0.00% | ↗ |
| 50 | 2017 | Dennis V. O'Leary Executive Vice President- Home Lending | 293.3K | 100.0K | — | — | 300.0K | 43.2K | 736.5K | 0.00% | ↗ |
| 51 | 2016 | Debra L. Steck Executive Vice President- Home Lending | 258.2K | 150.0K | — | — | 300.0K | 51.9K | 760.2K | 0.00% | ↗ |
| 52 | 2016 | Donn C. Costa Executive Vice President- Home Lending | 256.3K | 150.0K | — | — | 300.0K | 51.0K | 757.3K | 0.00% | ↗ |
| 53 | 2016 | Joseph C. Adams Chief Executive Officer | 306.3K | — | — | — | 350.0K | 43.0K | 699.2K | 0.00% | ↗ |
| 54 | 2015 | Joseph C. Adams Chief Executive Officer | 275.0K | 110.1K | — | — | 165.0K | 41.9K | 592.0K | 0.00% | ↗ |
| 55 | 2015 | Debra L. Steck Executive Vice President- Home Lending | 225.0K | — | — | — | 135.0K | 31.7K | 391.7K | 0.00% | ↗ |
| 56 | 2015 | Donn C. Costa Executive Vice President- Home Lending | 225.0K | — | — | — | 135.0K | 30.3K | 390.3K | 0.00% | ↗ |
| 57 | 2014 | Joseph C. Adams Chief Executive Officer | 275.0K | — | 516.9K | 180.8K | 165.0K | 38.0K | 1.18M | 59.34% | ↗ |
| 58 | 2014 | Dennis V. O’Leary Chief Lending Officer | 211.7K | — | 304.0K | 63.3K | 80.6K | 27.1K | 686.7K | 53.49% | ↗ |
| 59 | 2014 | Matthew D. Mullet Chief Financial Officer, Treasurer and Secretary | 192.5K | — | 304.0K | 63.3K | 73.1K | 26.0K | 658.9K | 55.74% | ↗ |
| 60 | 2013 | Joseph C. Adams Chief Executive Officer | 268.4K | 135.0K | — | — | — | 36.6K | 440.0K | 0.00% | ↗ |
| 61 | 2013 | Dennis V. O’Leary Chief Lending Officer | 195.1K | 73.1K | — | — | — | 25.7K | 293.9K | 0.00% | ↗ |
| 62 | 2013 | Matthew D. Mullet Chief Financial Officer, Treasurer and Secretary | 180.1K | 67.5K | — | — | — | 25.1K | 272.7K | 0.00% | ↗ |
| 63 | 2012 | Joseph C. Adams Chief Executive Officer | 247.6K | 123.8K | — | — | — | 34.0K | 405.4K | 0.00% | ↗ |
| 64 | 2012 | Dennis V. O’Leary Chief Lending Officer | 195.0K | 88.8K | — | — | — | 7.1K | 290.9K | 0.00% | ↗ |
| 65 | 2012 | Matthew D. Mullet Chief Financial Officer, Treasurer and Secretary | 180.0K | 96.5K | — | — | — | 7.5K | 284.0K | 0.00% | ↗ |
| 66 | 2011 | Joseph C. Adams Chief Executive Officer | 247.0K | — | — | — | — | 314.00 | 247.3K | 0.00% | ↗ |
| 67 | 2011 | Matthew D. Mullet Chief Financial Officer, Treasurer and Secretary | 75.7K | — | — | — | — | 105.00 | 75.8K | 0.00% | ↗ |
| 68 | 2011 | Dennis V. O’Leary Chief Lending Officer | 73.9K | — | — | — | — | 79.00 | 74.0K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Joseph C. Adams | Chief Executive Officer & Director | 1M | male |
| Matthew D. Mullet | President, Treasurer & Secretary | 727.6K | male |
| Donn C. Costa | Executive Vice President & Chief Home Lending Officer | 625.7K | male |
| Benjamin G. Crowl | Executive Vice President & Chief Lending Officer | 435.0K | male |
| Kelli Nielsen | Executive Vice President & Chief Retail Banking Officer | 423.6K | female |
| Shana Allen | Executive Vice President & Chief Information Officer | 408.5K | female |
| Phillip Whittington | Vice President & Chief Financial Officer | 244.3K | male |
| May-Ling Sowell CRCM | Senior Vice President & Chief Compliance Officer | — | female |
| Robert Nesbitt | Executive Vice President & Chief Credit Operations Officer | — | male |
| Erin Burr | Executive VP, Chief Risk Officer & CRA Officer | — | female |
| Vickie A. Jarman | Executive Vice President & Chief Human Resources Officer | — | female |
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Community Opinion for FSBW
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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