Español 
Deutsch 
Français 
MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
FirstSun Capital Bancorp (FSUN)
USD35.67
+0.37 (+1.06%)
US NASDAQ Financial Services Banks - Regional
Address
1400 16th Street 80202
Denver, CO, US
Denver, CO, US
CEO
Neal E. Arnold
Website
sunflowerbank.com
IPO
2022-08-03
CIK 1709442 ISIN US33767U1079
Description
FirstSun Capital Bancorp functions as the parent entity for Sunflower Bank, offering a comprehensive suite of commercial and retail banking as well as financial solutions primarily to small and mid-sized businesses. Its deposit offerings include non-interest and interest-bearing demand accounts, standard checking and savings accounts, money market options, and certificates of deposit. The bank provides a variety of lending products, such as commercial and industrial loans, commercial real estate mortgages (both owner and non-owner occupied), 1-4 family and multi-family housing loans, and home equity lines. Consumer credit solutions feature direct installment loans, credit card facilities, overdraft protection, and other revolving credit products. Beyond core banking, FirstSun Capital Bancorp also delivers remote deposit, cash management, and treasury management services, along with extensive wealth management and trust products encompassing personal, employee benefit, investment advisory, and foundation/endowment accounts. The company serves its clientele through branch locations situated in Kansas, Colorado, New Mexico, Texas, and Arizona. Founded in 1892 and headquartered in Denver, Colorado, the firm was formerly known as Sunflower Financial, Inc. before rebranding as FirstSun Capital Bancorp in June 2017.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary
Loading…
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
USD35.67
+0.37 (+1.06%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
273.0K
Beta
0.22
Float Shares
12.21M
Free Float %
43.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.00% | -0.34% | +0.25% | -2.80% | +6.04% | -5.82% | -1.06% | +43.23% | +47.71% | +47.71% | +47.71% |
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From
To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
Loading histogram data…
Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (3 ratings, all time)
Buy
Price Targets & DCF
Current price
35.67
Low
43.00
+20.5%
Consensus
44.00
+23.3%
Median
44.00
+23.3%
High
45.00
+26.1%
DCF (Unlevered)
49.97
+40.1%
DCF (Levered)
56.80
+59.2%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 2 |
44.00
+23.3%
|
| Last Year | 3 |
43.33
+21.5%
|
| All Time | 3 |
43.33
+21.5%
|
Quality scores
Altman Z-Score
0.35
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
-
Revenue growth+5.5% Q1'26: +4.4% (vs Q1'25)
-
EPS growth+31.2% Q1'26: -8.4% (vs Q1'25)
-
FCF margin— Q1'26: -10.2% (vs Q1'25)
-
EBIT margin— Q1'26: +19.1% (vs Q1'25)
-
ROIC— Q1'26: +9.8% (vs Q1'25)
-
Share dilution+0.7% Q1'26: +0.1% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 1.13× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 3 EPS Ana. |
Dec 2027 3 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|
| Revenue |
485.21M
est: 342.97M (+41.5%)
|
540.07M
est: 390.30M (+38.4%)
|
569.65M
est: 420.29M (+35.5%)
|
676.60M
671.63M – 681.57M
+61.0% YoY
|
792.08M
788.42M – 795.75M
+17.1% YoY
|
| EBITDA |
143.73M
est: 81.13M (+77.2%)
|
105.26M
est: 92.33M (+14.0%)
|
133.07M
est: 99.42M (+33.8%)
|
160.05M
158.87M – 161.23M
+61.0% YoY
|
187.37M
186.50M – 188.24M
+17.1% YoY
|
| EBIT |
131.48M
est: 82.27M (+59.8%)
|
95.11M
est: 93.62M (+1.6%)
|
125.11M
est: 100.82M (+24.1%)
|
162.30M
161.11M – 163.50M
+61.0% YoY
|
190.00M
189.12M – 190.88M
+17.1% YoY
|
| Net Income |
103.53M
est: 93.39M (+10.9%)
|
75.63M
est: 87.43M (-13.5%)
|
97.94M
est: 97.01M (+1.0%)
|
96.46M
95.40M – 107.81M
-0.6% YoY
|
132.97M
128.00M – 137.95M
+37.9% YoY
|
| SGA |
142.46M
est: 127.01M (+12.2%)
|
164.21M
est: 144.54M (+13.6%)
|
167.46M
est: 155.65M (+7.6%)
|
250.57M
248.73M – 252.41M
+61.0% YoY
|
293.34M
291.98M – 294.69M
+17.1% YoY
|
| EPS |
4.15
est: 3.30 (+25.7%)
|
2.76
est: 3.09 (-10.7%)
|
3.58
est: 3.43 (+4.3%)
|
3.60
3.38 – 3.81
+4.7% YoY
|
4.71
4.53 – 4.88
+31.0% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-29 | Stephens & Co. | Overweight | Overweight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-27 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-26 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-22 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-21 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-20 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-19 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-18 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-15 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-14 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-13 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-12 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-11 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
73.14M
OE per share TTM
2.59
Owner's Yield
7.41%
Maintenance CapEx ratio
2.47%
Maint CapEx / Avg PPE
21.2%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
132
Total invested
416.34M
Insider transactions (90d)
0
Beneficial owners (>5%)
37
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Group Holdings LLP | 2.42M | 8.75% | — | 2.42M | — | — | HC | Massachusetts | 2024-11-08 | ↗ |
| 2 | Wellington Investment Advisors Holdings LLP | 2.42M | 8.75% | — | 2.42M | — | — | HC | Massachusetts | 2024-11-08 | ↗ |
| 3 | Wellington Management Company LLP | 2.42M | 8.75% | — | 2.42M | — | — | IA | Massachusetts | 2024-11-08 | ↗ |
| 4 | Wellington Management Group LLP | 2.42M | 8.75% | — | 2.42M | — | — | HC | Massachusetts | 2024-11-08 | ↗ |
| 5 | VHC Trust U/A/D 5/25/2011 | 2.05M | 7.41% | 2.05M | — | 2.05M | — | OO | — | 2024-11-14 | ↗ |
| 6 | Trust Agreement Dated 12/1/1996 | 1.82M | 6.56% | 1.82M | — | 1.82M | — | OO | — | 2024-11-14 | ↗ |
| 7 | Hale Family Irrevocable Trust U/A/D 6/1/2011 | 1.82M | 6.56% | 1.82M | — | 1.82M | — | OO | — | 2024-11-14 | ↗ |
| 8 | Young Family Irrevocable Trust U/A/D 5/25/2011 | 1.82M | 6.56% | 1.82M | — | 1.82M | — | OO | — | 2024-11-14 | ↗ |
| 9 | Nelson Family Irrevocable Trust U/A/D 5/25/2011 | 1.62M | 5.84% | 1.62M | — | 1.62M | — | OO | — | 2024-11-14 | ↗ |
| 10 | Bay Pond Partners, L.P. | 1.51M | 5.70% | — | 1.51M | — | — | PN | Delaware | 2024-01-23 | ↗ |
| 11 | Mark F. Vassallo | 1.44M | 5.20% | 1.44M | — | 1.44M | — | IN | United States | 2024-11-13 | ↗ |
| 12 | AFSF II Status Quo (Offshore) L.P. | 1.44M | 5.20% | — | 1.44M | — | — | PN | Cayman Islands | 2024-11-13 | ↗ |
| 13 | Aquiline Capital Partners II GP (Offshore) Ltd. | 1.44M | 5.20% | — | 1.44M | — | — | OO | Cayman Islands | 2024-11-13 | ↗ |
| 14 | Aquiline Financial Services Continuation Fund GP (Offshore) L.P. | 1.44M | 5.20% | — | 1.44M | — | — | PN | Cayman Islands | 2024-11-13 | ↗ |
| 15 | Aquiline Financial Services Continuation Fund L.P. | 1.44M | 5.20% | — | 1.44M | — | — | PN | Cayman Islands | 2024-11-13 | ↗ |
| 16 | Aquiline Holdings (Offshore) II L.P. | 1.44M | 5.20% | — | 1.44M | — | — | PN | Cayman Islands | 2024-11-13 | ↗ |
| 17 | Aquiline SGB Holdings LLC | 1.44M | 5.20% | — | 1.44M | — | — | OO | Delaware | 2024-11-13 | ↗ |
| 18 | Avenir Offshore, LLC | 1.44M | 5.20% | — | 1.44M | — | — | OO | Cayman Islands | 2024-11-13 | ↗ |
| 19 | Ignace van Waesberghe | 1.44M | 5.20% | — | 1.44M | — | — | IN | Netherlands | 2024-11-13 | ↗ |
| 20 | Vincenzo La Ruffa | 1.44M | 5.20% | — | 1.44M | — | — | IN | United States | 2024-11-13 | ↗ |
| 21 | LY Holdings, LLC | 1.44M | 5.20% | 1.44M | — | 1.44M | — | OO | Delaware | 2024-11-13 | ↗ |
| 22 | Lightyear Fund III GP Holdings, LLC | 1.44M | 5.20% | 1.44M | — | 1.44M | — | OO | Delaware | 2024-11-13 | ↗ |
| 23 | Lightyear Fund III GP, L.P. | 1.44M | 5.20% | 1.44M | — | 1.44M | — | PN | Delaware | 2024-11-13 | ↗ |
| 24 | Lightyear Fund III, L.P. | 1.44M | 5.20% | 1.44M | — | 1.44M | — | PN | Delaware | 2024-11-13 | ↗ |
| 25 | Trust FBO Mollie H. Carter U/A/D 7/31/2003 | 238.1K | 0.86% | 238.1K | — | 238.1K | — | OO | — | 2024-11-14 | ↗ |
| 26 | Carter Trust Agreement dated 12/19/1995 | 196.5K | 0.61% | 196.5K | — | 196.5K | — | OO | — | 2024-11-14 | ↗ |
| 27 | GRAT FBO Karen H Young Family | 85.0K | 0.31% | 85.0K | — | 85.0K | — | OO | — | 2024-11-14 | ↗ |
| 28 | Trust For the Mollie Hale Carter Family U/A/D 7/8/2011 | 69.0K | 0.25% | 69.0K | — | 69.0K | — | OO | — | 2024-11-14 | ↗ |
| 29 | Trust For the Dana Hale Nelson Family U/A/D 7/8/2011 | 69.0K | 0.24% | 69.0K | — | 69.0K | — | OO | — | 2024-11-14 | ↗ |
| 30 | Trust for the Karen Hale Young Family U/A/D 7/8/2011 | 69.0K | 0.24% | 69.0K | — | 69.0K | — | OO | — | 2024-11-14 | ↗ |
| 31 | Lightyear Co-Invest Partnership III, L.P. | 4.0K | 0.10% | 4.0K | — | 4.0K | — | PN | Delaware | 2024-11-13 | ↗ |
| 32 | Lightyear Capital GP LLC | 3.4K | 0.10% | 3.4K | — | 3.4K | — | OO | Delaware | 2024-11-13 | ↗ |
| 33 | Lightyear Capital III, LLC | 3.4K | 0.10% | 3.4K | — | 3.4K | — | OO | Delaware | 2024-11-13 | ↗ |
| 34 | Lightyear Capital LLC | 3.4K | 0.10% | 3.4K | — | 3.4K | — | OO | Delaware | 2024-11-13 | ↗ |
| 35 | Lightyear Capital Management LP | 3.4K | 0.10% | 3.4K | — | 3.4K | — | PN | Delaware | 2024-11-13 | ↗ |
| 36 | Nelson Trust Agreement U/A/D 12/8/1995 | 200.00 | 0.00% | 200.00 | — | 200.00 | — | OO | — | 2024-11-14 | ↗ |
| 37 | Hale Trust Agreement U/A/D 6/1/1996 | 100.00 | 0.00% | 100.00 | — | 100.00 | — | OO | — | 2024-11-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
132
+35 vs prev Q
New positions
41
Closed positions
6
Increased
88
Reduced
28
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 16.4K +16.4K (+100.0%) | 616.09M +616.1M (+100.0%) | 0.06% +0.059 pp | 0.48% +0.479 pp | USD37.64 +0.0% | 1 qtrs NEW |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 2.88M +189.5K (+7.0%) | 108.40M +4.0M (+3.9%) | 10.35% +0.651 pp | 0.02% +0.001 pp | USD41.83 -10.0% | 6 qtrs — |
| 3 | BLACKROCK, INC. | 865.8K +19.3K (+2.3%) | 32.59M -249.6K (-0.8%) | 3.11% +0.060 pp | 0.00% +0.000 pp | USD36.60 +2.8% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 784.3K +28.0K (+3.7%) | 29.52M +181.5K (+0.6%) | 2.82% +0.092 pp | 0.00% +0.000 pp | USD40.02 -5.9% | 6 qtrs — |
| 5 | STATE STREET CORP | 459.0K +9.4K (+2.1%) | 17.27M -166.3K (-1.0%) | 1.65% +0.029 pp | 0.00% +0.000 pp | USD37.99 -0.9% | 6 qtrs — |
| 6 | ALLIANCEBERNSTEIN L.P. | 408.2K -32.6K (-7.4%) | 15.36M -1.7M (-10.2%) | 1.47% -0.122 pp | 0.00% -0.001 pp | USD40.50 -7.1% | 6 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 299.0K -6.7K (-2.2%) | 11.25M -605.9K (-5.1%) | 1.07% -0.028 pp | 0.00% 0.000 pp | USD37.54 +0.3% | 6 qtrs — |
| 8 | DIMENSIONAL FUND ADVISORS LP | 284.0K +68.8K (+32.0%) | 10.69M +2.3M (+28.0%) | 1.02% +0.245 pp | 0.00% +0.001 pp | USD36.79 +2.3% | 5 qtrs — |
| 9 | TWO SIGMA INVESTMENTS, LP | 200.7K -1.1K (-0.5%) | 7.55M -272.8K (-3.5%) | 0.72% -0.006 pp | 0.01% -0.001 pp | USD37.84 -0.5% | 5 qtrs — |
| 10 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 172.7K +— (+0.0%) | 6.50M -199.4K (-3.0%) | 0.62% -0.002 pp | 0.02% -0.001 pp | USD38.79 -3.0% | 2 qtrs — |
| 11 | BANC FUNDS CO LLC | 168.5K +5.8K (+3.6%) | 6.34M +29.8K (+0.5%) | 0.61% +0.019 pp | 1.26% +0.152 pp | USD32.74 +15.0% | 14 qtrs — |
| 12 | GOLDMAN SACHS GROUP INC | 166.4K +43.6K (+35.5%) | 6.26M +1.5M (+31.5%) | 0.60% +0.155 pp | 0.00% +0.000 pp | USD39.23 -4.1% | 6 qtrs — |
| 13 | MIRABELLA FINANCIAL SERVICES LLP | 166.1K +166.1K (+100.0%) | 6.25M +6.3M (+100.0%) | 0.60% +0.597 pp | 0.58% +0.582 pp | USD37.64 +0.0% | 1 qtrs NEW |
| 14 | AMERIPRISE FINANCIAL INC | 157.7K +136.3K (+637.1%) | 5.94M +5.1M (+615.2%) | 0.57% +0.490 pp | 0.00% +0.001 pp | USD37.80 -0.4% | 2 qtrs — |
| 15 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 154.7K +18.7K (+13.7%) | 5.82M +545.3K (+10.3%) | 0.56% +0.066 pp | 0.12% +0.010 pp | USD38.21 -1.5% | 5 qtrs — |
| 16 | CITADEL ADVISORS LLC | 143.0K +93.6K (+189.3%) | 5.38M +3.5M (+180.7%) | 0.51% +0.336 pp | 0.00% +0.001 pp | USD37.65 0.0% | 6 qtrs — |
| 17 | SALZHAUER MICHAEL | 141.0K +15.4K (+12.2%) | 5.31M +432.9K (+8.9%) | 0.51% +0.054 pp | 2.17% -0.166 pp | USD38.15 -1.3% | 5 qtrs — |
| 18 | MENDON CAPITAL ADVISORS CORP | 140.5K +59.3K (+73.0%) | 5.29M +2.1M (+67.8%) | 0.50% +0.212 pp | 1.57% +0.358 pp | USD37.82 -0.5% | 6 qtrs — |
| 19 | RMB CAPITAL MANAGEMENT, LLC | 133.7K +63.6K (+90.8%) | 5.03M +2.3M (+85.1%) | 0.48% +0.228 pp | 0.09% +0.037 pp | USD36.86 +2.1% | 4 qtrs — |
| 20 | TWO SIGMA ADVISERS, LP | 125.5K +9.0K (+7.7%) | 4.72M +204.2K (+4.5%) | 0.45% +0.031 pp | 0.01% +0.000 pp | USD37.31 +0.9% | 5 qtrs — |
| 21 | AMERICAN CENTURY COMPANIES INC | 117.4K +55.3K (+89.1%) | 4.42M +2.0M (+83.5%) | 0.42% +0.198 pp | 0.00% +0.001 pp | USD37.52 +0.3% | 4 qtrs — |
| 22 | BALYASNY ASSET MANAGEMENT L.P. | 110.4K +110.4K (+100.0%) | 4.15M +4.2M (+100.0%) | 0.40% +0.397 pp | 0.01% +0.005 pp | USD37.64 +0.0% | 1 qtrs NEW |
| 23 | EMPOWERED FUNDS, LLC | 97.9K -5.5K (-5.4%) | 3.68M -327.9K (-8.2%) | 0.35% -0.021 pp | 0.03% -0.011 pp | USD38.01 -1.0% | 5 qtrs — |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 97.0K -57.0 (-0.1%) | 3.65M -114.3K (-3.0%) | 0.35% -0.001 pp | 0.00% +0.000 pp | USD39.92 -5.7% | 6 qtrs — |
| 25 | NORTHERN TRUST CORP | 95.3K -5.5K (-5.5%) | 3.59M -324.2K (-8.3%) | 0.34% -0.021 pp | 0.00% +0.000 pp | USD36.52 +3.1% | 6 qtrs — |
| 26 | MORGAN STANLEY | 95.3K -23.0K (-19.4%) | 3.59M -1.0M (-21.8%) | 0.34% -0.084 pp | 0.00% 0.000 pp | USD35.63 +5.6% | 6 qtrs — |
| 27 | MILLENNIUM MANAGEMENT LLC | 79.4K +79.4K (+100.0%) | 2.99M +3.0M (+100.0%) | 0.29% +0.285 pp | 0.00% +0.001 pp | USD37.64 +0.0% | 1 qtrs NEW |
| 28 | MALTESE CAPITAL MANAGEMENT LLC | 75.0K -100.0K (-57.1%) | 2.82M -4.0M (-58.4%) | 0.27% -0.361 pp | 0.50% -0.527 pp | USD36.18 +4.0% | 5 qtrs — |
| 29 | FIRST TRUST ADVISORS LP | 71.4K -2.9K (-3.9%) | 2.69M -196.0K (-6.8%) | 0.26% -0.011 pp | 0.00% 0.000 pp | USD35.06 +7.4% | 3 qtrs — |
| 30 | BANK OF AMERICA CORP /DE/ | 62.7K -12.4K (-16.5%) | 2.36M -552.0K (-19.0%) | 0.23% -0.045 pp | 0.00% +0.000 pp | USD38.44 -2.1% | 6 qtrs — |
| 31 | CALDWELL SUTTER CAPITAL, INC. | 58.7K -4.7K (-7.5%) | 2.21M -251.4K (-10.2%) | 0.21% -0.018 pp | 0.94% -0.114 pp | USD42.60 -11.6% | 6 qtrs — |
| 32 | AQR CAPITAL MANAGEMENT LLC | 57.6K -102.6K (-64.0%) | 2.17M -4.0M (-65.1%) | 0.21% -0.370 pp | 0.00% -0.003 pp | USD38.79 -3.0% | 2 qtrs — |
| 33 | BANK OF NEW YORK MELLON CORP | 45.7K +14.6K (+46.9%) | 1.72M +513.1K (+42.5%) | 0.16% +0.052 pp | 0.00% +0.000 pp | USD35.85 +5.0% | 3 qtrs — |
| 34 | UBS GROUP AG | 38.5K -3.3K (-7.8%) | 1.45M -171.5K (-10.6%) | 0.14% -0.012 pp | 0.00% +0.000 pp | USD39.08 -3.7% | 6 qtrs — |
| 35 | ASSENAGON ASSET MANAGEMENT S.A. | 32.9K -4.4K (-11.7%) | 1.24M -207.9K (-14.4%) | 0.12% -0.016 pp | 0.00% 0.000 pp | USD34.75 +8.3% | 3 qtrs — |
| 36 | BARCLAYS PLC | 28.4K +9.3K (+48.5%) | 1.07M +327.0K (+44.1%) | 0.10% +0.033 pp | 0.00% +0.000 pp | USD37.03 +1.6% | 5 qtrs — |
| 37 | SWISS NATIONAL BANK | 24.3K +— (+0.0%) | 914.5K -28.1K (-3.0%) | 0.09% 0.000 pp | 0.00% +0.000 pp | USD36.35 +3.5% | 4 qtrs — |
| 38 | INVESCO LTD. | 23.5K +5.3K (+28.9%) | 884.4K +177.5K (+25.1%) | 0.08% +0.019 pp | 0.00% +0.000 pp | USD36.16 +4.1% | 3 qtrs — |
| 39 | BNP PARIBAS ARBITRAGE, SNC | 23.0K -53.9K (-70.1%) | 864.9K -2.1M (-71.0%) | 0.08% -0.195 pp | 0.00% -0.001 pp | USD36.84 +2.2% | 5 qtrs — |
| 40 | OPPENHEIMER & CLOSE, LLC | 21.2K +— (+0.0%) | 796.0K -24.4K (-3.0%) | 0.08% 0.000 pp | 0.54% -0.012 pp | USD38.79 -3.0% | 2 qtrs — |
| 41 | NUVEEN, LLC | 19.4K +— (+0.0%) | 728.4K -22.4K (-3.0%) | 0.07% 0.000 pp | 0.00% +0.000 pp | USD34.84 +8.0% | 3 qtrs — |
| 42 | RAFFERTY ASSET MANAGEMENT, LLC | 18.3K -3.3K (-15.3%) | 687.4K -148.6K (-17.8%) | 0.07% -0.012 pp | 0.00% 0.000 pp | USD38.79 -3.0% | 2 qtrs — |
| 43 | HSBC HOLDINGS PLC | 18.2K +18.2K (+100.0%) | 680.6K +680.6K (+100.0%) | 0.07% +0.065 pp | 0.00% +0.000 pp | USD37.64 +0.0% | 1 qtrs NEW |
| 44 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 17.9K +17.9K (+100.0%) | 672.0K +672.0K (+100.0%) | 0.06% +0.064 pp | 0.01% +0.005 pp | USD37.64 +0.0% | 1 qtrs NEW |
| 45 | CITIGROUP INC | 14.9K +225.0 (+1.5%) | 559.2K -8.4K (-1.5%) | 0.05% +0.001 pp | 0.00% +0.000 pp | USD39.62 -5.0% | 6 qtrs — |
| 46 | CREATIVEONE WEALTH, LLC | 14.5K +— (+0.0%) | 545.2K -16.7K (-3.0%) | 0.05% 0.000 pp | 0.01% -0.001 pp | USD34.75 +8.3% | 3 qtrs — |
| 47 | WELLS FARGO & COMPANY/MN | 14.1K +4.5K (+46.2%) | 531.9K +157.0K (+41.9%) | 0.05% +0.016 pp | 0.00% +0.000 pp | USD36.11 +4.2% | 3 qtrs — |
| 48 | MARSHALL WACE, LLP | 13.3K -13.7K (-50.8%) | 499.2K -546.5K (-52.3%) | 0.05% -0.050 pp | 0.00% -0.001 pp | USD40.18 -6.3% | 6 qtrs — |
| 49 | JUMP FINANCIAL, LLC | 12.7K -7.7K (-37.7%) | 478.7K -313.6K (-39.6%) | 0.05% -0.028 pp | 0.01% -0.004 pp | USD38.79 -3.0% | 2 qtrs — |
| 50 | STRS OHIO | 12.6K +— (+0.0%) | 474.2K -14.6K (-3.0%) | 0.05% 0.000 pp | 0.00% +0.000 pp | USD34.75 +8.3% | 3 qtrs — |
| 51 | RHUMBLINE ADVISERS | 12.1K -2.5K (-17.4%) | 453.5K -112.1K (-19.8%) | 0.04% -0.009 pp | 0.00% 0.000 pp | USD34.75 +8.3% | 3 qtrs — |
| 52 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11.6K +2.4K (+26.2%) | 435.2K +79.6K (+22.4%) | 0.04% +0.009 pp | 0.00% +0.000 pp | USD36.36 +3.5% | 4 qtrs — |
| 53 | LEGAL & GENERAL GROUP PLC | 10.8K -4.0K (-27.3%) | 404.6K -169.2K (-29.5%) | 0.04% -0.015 pp | 0.00% +0.000 pp | USD37.01 +1.7% | 4 qtrs — |
| 54 | CENTIVA CAPITAL, LP | 9.1K +9.1K (+100.0%) | 342.6K +342.6K (+100.0%) | 0.03% +0.033 pp | 0.00% +0.003 pp | USD37.64 +0.0% | 1 qtrs NEW |
| 55 | MERCER GLOBAL ADVISORS INC /ADV | 8.6K -855.0 (-9.0%) | 325.4K -43.2K (-11.7%) | 0.03% -0.003 pp | 0.00% 0.000 pp | USD41.34 -9.0% | 6 qtrs — |
| 56 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 8.5K -12.3K (-59.2%) | 319.8K -487.4K (-60.4%) | 0.03% -0.045 pp | 0.00% -0.008 pp | USD38.79 -3.0% | 2 qtrs — |
| 57 | QUANTBOT TECHNOLOGIES LP | 8.5K -5.8K (-40.6%) | 319.3K -234.3K (-42.3%) | 0.03% -0.021 pp | 0.01% -0.004 pp | USD37.71 -0.2% | 5 qtrs — |
| 58 | COMMONWEALTH EQUITY SERVICES, LLC | 8.4K +— (+0.0%) | 314.4K -9.6K (-3.0%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD42.60 -11.6% | 6 qtrs — |
| 59 | SG AMERICAS SECURITIES, LLC | 8.3K +8.3K (+100.0%) | 312.0K +312.0K (+100.0%) | 0.03% +0.030 pp | 0.00% +0.000 pp | USD37.64 +0.0% | 3 qtrs — |
| 60 | DEUTSCHE BANK AG\ | 8.3K -79.0 (-0.9%) | 310.6K -12.6K (-3.9%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD34.75 +8.3% | 3 qtrs — |
| 61 | SEI INVESTMENTS CO | 8.0K +— (+0.0%) | 302.5K -9.3K (-3.0%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD38.79 -3.0% | 2 qtrs — |
| 62 | AQUATIC CAPITAL MANAGEMENT LLC | 8.0K +8.0K (+100.0%) | 299.8K +299.8K (+100.0%) | 0.03% +0.029 pp | 0.01% +0.009 pp | USD37.64 +0.0% | 1 qtrs NEW |
| 63 | METLIFE INVESTMENT MANAGEMENT, LLC | 7.8K +— (+0.0%) | 293.9K -9.0K (-3.0%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD34.75 +8.3% | 3 qtrs — |
| 64 | PRICE T ROWE ASSOCIATES INC /MD/ | 7.2K +558.0 (+8.3%) | 273.0K +13.0K (+5.0%) | 0.03% +0.002 pp | 0.00% +0.000 pp | USD35.18 +7.0% | 3 qtrs — |
| 65 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6.7K -272.0 (-3.9%) | 250.5K -18.2K (-6.8%) | 0.02% -0.001 pp | 0.00% +0.000 pp | USD34.75 +8.3% | 3 qtrs — |
| 66 | BLACK MAPLE CAPITAL MANAGEMENT LP | 6.3K +6.3K (+100.0%) | 238.6K +238.6K (+100.0%) | 0.02% +0.023 pp | 0.17% +0.167 pp | USD37.64 +0.0% | 1 qtrs NEW |
| 67 | KING LUTHER CAPITAL MANAGEMENT CORP | 6.2K +— (+0.0%) | 234.6K -7.2K (-3.0%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD40.05 -6.0% | 5 qtrs — |
| 68 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 5.9K -83.0 (-1.4%) | 220.8K -10.0K (-4.3%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD34.75 +8.3% | 3 qtrs — |
| 69 | SQUAREPOINT OPS LLC | 5.7K +5.7K (+100.0%) | 215.7K +215.7K (+100.0%) | 0.02% +0.021 pp | 0.00% +0.000 pp | USD37.64 +0.0% | 1 qtrs NEW |
| 70 | IEQ CAPITAL, LLC | 5.7K -7.3K (-56.1%) | 214.9K -289.7K (-57.4%) | 0.02% -0.026 pp | 0.00% -0.001 pp | USD38.79 -3.0% | 2 qtrs — |
| 71 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 5.7K +5.7K (+100.0%) | 214.0K +214.0K (+100.0%) | 0.02% +0.020 pp | 0.00% +0.001 pp | USD37.64 +0.0% | 1 qtrs NEW |
| 72 | JPMORGAN CHASE & CO | 5.6K -98.3K (-94.6%) | 209.2K -3.8M (-94.8%) | 0.02% -0.354 pp | 0.00% 0.000 pp | USD35.67 +5.5% | 4 qtrs — |
| 73 | NEW YORK STATE COMMON RETIREMENT FUND | 4.0K +— (+0.0%) | 150.5K -4.6K (-3.0%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD34.75 +8.3% | 3 qtrs — |
| 74 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 3.7K +— (+0.0%) | 139.4K -4.3K (-3.0%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD35.74 +5.3% | 3 qtrs — |
| 75 | KLP KAPITALFORVALTNING AS | 2.7K +800.0 (+42.1%) | 101.6K +27.9K (+37.9%) | 0.01% +0.003 pp | 0.00% +0.000 pp | USD36.59 +2.9% | 4 qtrs — |
| 76 | CWM, LLC | 1.9K -4.2K (-68.7%) | 71.0K -163.0K (-69.7%) | 0.01% -0.015 pp | 0.00% -0.001 pp | USD38.79 -3.0% | 2 qtrs — |
| 77 | FMR LLC | 1.2K +1.0K (+577.6%) | 44.4K +37.6K (+557.5%) | 0.00% +0.004 pp | 0.00% +0.000 pp | USD37.69 -0.1% | 3 qtrs — |
| 78 | AMERITAS INVESTMENT PARTNERS, INC. | 1.1K +— (+0.0%) | 39.6K -1.2K (-3.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD34.75 +8.3% | 3 qtrs — |
| 79 | RUSSELL INVESTMENTS GROUP, LTD. | 1.0K -8.0 (-0.8%) | 39.3K -1.5K (-3.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD38.79 -3.0% | 2 qtrs — |
| 80 | TOWER RESEARCH CAPITAL LLC (TRC) | 826.00 -176.0 (-17.6%) | 31.1K -7.8K (-20.0%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD37.04 +1.6% | 6 qtrs — |
| 81 | STERLING CAPITAL MANAGEMENT LLC | 727.00 -143.0 (-16.4%) | 27.4K -6.4K (-18.9%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD37.21 +1.2% | 3 qtrs — |
| 82 | AMALGAMATED BANK | 396.00 -34.0 (-7.9%) | 15.0K -2.0K (-11.8%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD34.75 +8.3% | 3 qtrs — |
| 83 | ROYAL BANK OF CANADA | 358.00 -665.0 (-65.0%) | 14.0K -26.0K (-65.0%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD34.97 +7.6% | 4 qtrs — |
| 84 | COVESTOR LTD | 226.00 -1.0 (-0.4%) | 9.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD38.79 -3.0% | 2 qtrs — |
| 85 | NISA INVESTMENT ADVISORS, LLC | 196.00 +196.0 (+100.0%) | 7.4K +7.4K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD37.64 +0.0% | 1 qtrs NEW |
| 86 | GAMMA INVESTING LLC | 64.00 +64.0 (+100.0%) | 2.4K +2.4K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD37.63 +0.0% | 1 qtrs NEW |
| 87 | ALLWORTH FINANCIAL LP | 30.00 -137.0 (-82.0%) | 1.1K -5.3K (-82.6%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD38.77 -2.9% | 2 qtrs — |
| 88 | ROTHSCHILD INVESTMENT LLC | 30.00 -11.0 (-26.8%) | 1.1K -461.0 (-29.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD38.77 -2.9% | 2 qtrs — |
| 89 | UBS ASSET MANAGEMENT AMERICAS INC | 27.00 +27.0 (+100.0%) | 1.0K +1.0K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD37.63 +0.0% | 3 qtrs — |
| 90 | TRUE WEALTH DESIGN, LLC | 21.00 -24.0 (-53.3%) | 791.00 -955.0 (-54.7%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD38.76 -2.9% | 2 qtrs — |
| 91 | EVERSOURCE WEALTH ADVISORS, LLC | 17.00 -80.0 (-82.5%) | 640.00 -3.1K (-83.0%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD38.76 -2.9% | 2 qtrs — |
| 92 | IFP ADVISORS, INC | 15.00 -43.0 (-74.1%) | 565.00 -1.7K (-74.9%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD38.73 -2.8% | 2 qtrs — |
| 93 | SUNBELT SECURITIES, INC. | 13.00 -3.0 (-18.8%) | 489.00 -132.0 (-21.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD38.69 -2.7% | 2 qtrs — |
| 94 | FARTHER FINANCE ADVISORS, LLC | 3.00 +3.0 (+100.0%) | 113.00 +113.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD37.33 +0.8% | 1 qtrs NEW |
| 95 | CLEARSTEAD ADVISORS, LLC | 1.00 -114.0 (-99.1%) | 38.00 -4.4K (-99.1%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD38.00 -0.9% | 2 qtrs — |
| 96 | KENNEDY CAPITAL MANAGEMENT LLC | — -39.1K (-100.0%) | — -1.5M (-100.0%) | 0.00% -0.141 pp | 0.00% -0.034 pp | USD— | 5 qtrs SOLD |
| 97 | AZORA CAPITAL LP | — -29.7K (-100.0%) | — -1.2M (-100.0%) | 0.00% -0.107 pp | 0.00% -0.053 pp | USD— | 3 qtrs SOLD |
| 98 | JACOBS LEVY EQUITY MANAGEMENT, INC | — -6.5K (-100.0%) | — -253.0K (-100.0%) | 0.00% -0.024 pp | 0.00% -0.001 pp | USD— | 3 qtrs SOLD |
| 99 | VOLEON CAPITAL MANAGEMENT LP | — -11.1K (-100.0%) | — -429.1K (-100.0%) | 0.00% -0.040 pp | 0.00% -0.011 pp | USD— | 3 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 87 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.62% | 566.1K | 0.63% |
| 2 | State Street SPDR S&P Regional Banking ETF KRE | 0.25% | 12.55M | 0.35% |
| 3 | T. Rowe Price Financials ETF TFNS | 0.19% | 27.2K | 0.44% |
| 4 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.19% | 3.21M | 0.47% |
| 5 | First Trust Small Cap Core AlphaDEX Fund FYX | 0.12% | 1.57M | 0.58% |
| 6 | KraneShares Man Buyout Beta Index ETF BUYO | 0.08% | 13.4K | 0.89% |
| 7 | WisdomTree U.S. SmallCap Fund EES | 0.08% | 565.2K | 0.38% |
| 8 | iShares Russell 2000 Value ETF IWN | 0.06% | 8.38M | 0.24% |
| 9 | Avantis U.S. Small Cap Equity ETF AVSC | 0.06% | 1.67M | 0.25% |
| 10 | Direxion Daily Regional Banks Bull 3X ETF DPST | 0.05% | 240.1K | 0.92% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
2.50
Bullish
Ratio by volume
3.00
Bullish
Buys
15
Sells
6
Shares acquired
1.34M
Shares disposed
20.1K
Cash buys
—
Cash sales
—
Net activity
+1,320,703
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-01 | SHAFER THOMAS C | Director | — | — | Common Stock, $0.0001 par value | 0 | 0.00 | — | 7,105 | I | ↗ |
| 2026-04-01 | Parker C. Allen | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-04-01 | Norris Jennifer | Officer | A-Award | A | Common Stock, $0.0001 par value | 5,485 | 0.00 | — | 12,503 | D | ↗ |
| 2026-04-01 | MACKOVAK BENJAMIN | Director | A-Award | A | Common Stock, $0.0001 par value | 1,151,160 | 5.90 | 6.79M | 1,151,160 | I | ↗ |
| 2026-04-01 | Hammond Kevin T. | Director | A-Award | A | Common Stock, $0.0001 par value | 30 | 0.00 | — | 30 | D | ↗ |
| 2026-04-01 | Frazier Laura J | Officer | A-Award | A | Common Stock, $0.0001 par value | 5,485 | 0.00 | — | 13,646 | D | ↗ |
| 2026-04-01 | Enden Henchy R | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-04-01 | Edelson Sam | Director | A-Award | A | Common Stock, $0.0001 par value | 2,140 | 0.00 | — | 2,140 | D | ↗ |
| 2026-04-01 | Cohn Spencer | Director | — | — | Common Stock, $0.0001 par value | 0 | 0.00 | — | 1,500 | D | ↗ |
| 2026-04-01 | Cafera Robert A | Officer | A-Award | A | Common Stock, $0.0001 par value | 9,600 | 0.00 | — | 144,826 | D | ↗ |
| 2026-04-01 | CARTER MOLLIE H | Director / Officer | F-InKind | D | Common Stock, $0.0001 par value | 1,691 | 36.71 | 62.1K | 5,165 | D | ↗ |
| 2026-04-01 | ARNOLD NEAL E | Director / Officer | A-Award | A | Common Stock, $0.0001 par value | 30,170 | 0.00 | — | 303,714 | D | ↗ |
| 2026-03-31 | CARTER MOLLIE H | Director / Officer | A-Award | A | Common Stock, $0.0001 par value | 6,856 | 0.00 | — | 6,856 | D | ↗ |
| 2026-03-16 | MURPHY PETER E | Director | P-Purchase | A | Common Stock, $0.0001 par value | 1,500 | 35.28 | 52.9K | 1,500 | I | ↗ |
| 2026-01-23 | MURPHY PETER E | Director | A-Award | A | Common Stock, $0.0001 par value | 50 | 0.00 | — | 50 | D | ↗ |
| 2025-10-03 | JLL/FCH Holdings I, LLC | 10% Owner | M-Exempt | A | Common Stock, $0.0001 par value | 35,245 | 21.55 | 759.5K | 3,520,790 | D | ↗ |
| 2025-06-09 | Larkins Paul A | Director | D-Return | D | Common Stock, $0.0001 par value | 1,169 | 0.00 | — | 3,395 | D | ↗ |
| 2025-05-30 | Merdian Diane | Director | G-Gift | D | Common Stock, $0.0001 par value | 1,677 | 0.00 | — | 1,753 | D | ↗ |
| 2025-05-29 | Merdian Diane | Director | M-Exempt | A | Common Stock, $0.0001 par value | 6,250 | 32.54 | 203.4K | 9,680 | D | ↗ |
| 2025-05-08 | Merdian Diane | Director | A-Award | A | Common Stock, $0.0001 par value | 1,753 | 0.00 | — | 3,430 | D | ↗ |
| 2025-05-08 | Levy David W | Director | A-Award | A | Common Stock, $0.0001 par value | 1,753 | 0.00 | — | 7,109 | D | ↗ |
| 2025-05-08 | Larkins Paul A | Director | A-Award | A | Common Stock, $0.0001 par value | 1,169 | 0.00 | — | 4,564 | D | ↗ |
| 2025-05-08 | JLL/FCH Holdings I, LLC | 10% Owner | A-Award | A | Common Stock, $0.0001 par value | 1,169 | 0.00 | — | 3,485,545 | D | ↗ |
| 2025-05-08 | Fleshood John | Director | A-Award | A | Common Stock, $0.0001 par value | 1,753 | 0.00 | — | 3,803 | D | ↗ |
| 2025-05-08 | ELVING BEVERLY O | Director | G-Gift | D | Common Stock, $0.0001 par value | 1,677 | 0.00 | — | 1,753 | D | ↗ |
| 2025-05-08 | CUNNINGHAM ISABELLA C M | Director | A-Award | A | Common Stock, $0.0001 par value | 1,753 | 0.00 | — | 14,781 | D | ↗ |
| 2025-05-07 | Fleshood John | Director | P-Purchase | A | Common Stock, $0.0001 par value | 1,000 | 35.50 | 35.5K | 2,050 | D | ↗ |
| 2025-04-30 | Norris Jennifer | Officer | F-InKind | D | Common Stock, $0.0001 par value | 649 | 34.99 | 22.7K | 7,018 | D | ↗ |
| 2025-04-30 | Frazier Laura J | Officer | F-InKind | D | Common Stock, $0.0001 par value | 939 | 34.99 | 32.9K | 8,161 | D | ↗ |
| 2025-04-30 | Cafera Robert A | Officer | F-InKind | D | Common Stock, $0.0001 par value | 1,252 | 34.99 | 43.8K | 135,226 | D | ↗ |
| 2025-04-30 | ARNOLD NEAL E | Director / Officer | A-Award | A | Common Stock, $0.0001 par value | 24,872 | 0.00 | — | 280,844 | D | ↗ |
| 2025-04-23 | Fleshood John | Director | A-Award | A | Common Stock, $0.0001 par value | 50 | 0.00 | — | 50 | D | ↗ |
| 2025-04-01 | Norris Jennifer | Officer | A-Award | A | Common Stock, $0.0001 par value | 5,003 | 0.00 | — | 5,003 | D | ↗ |
| 2025-04-01 | Frazier Laura J | Officer | A-Award | A | Common Stock, $0.0001 par value | 5,003 | 0.00 | — | 5,903 | D | ↗ |
| 2025-04-01 | Cafera Robert A | Officer | A-Award | A | Common Stock, $0.0001 par value | 6,948 | 0.00 | — | 132,215 | D | ↗ |
| 2025-04-01 | ARNOLD NEAL E | Director / Officer | A-Award | A | Common Stock, $0.0001 par value | 23,624 | 0.00 | — | 23,624 | D | ↗ |
| 2025-03-12 | CARTER MOLLIE H | Director / Officer | P-Purchase | A | Common Stock, $0.0001 par value | 428,400 | 37.06 | 15.88M | 666,500 | I | ↗ |
| 2025-03-05 | Fleshood John | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-01-31 | Merdian Diane | Director | M-Exempt | A | Common Stock, $0.0001 par value | 11,365 | 18.62 | 211.6K | 44,764 | D | ↗ |
| 2024-11-21 | CUNNINGHAM ISABELLA C M | Director | M-Exempt | A | Common Stock, $0.0001 par value | 2,088 | 26.81 | 56.0K | 11,520 | D | ↗ |
| 2024-07-11 | Norris Jennifer | Officer | — | D | Common Stock, $0.0001 par value | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-07-11 | Merdian Diane | Director | — | D | Common Stock, $0.0001 par value | 0 | 0.00 | — | 1,677 | — | ↗ |
| 2024-07-11 | Lightyear Fund III, L.P. | Director | — | D | Common Stock, $0.0001 par value | 0 | 0.00 | — | 1,436,728 | — | ↗ |
| 2024-07-11 | Levy David W | Director | — | D | Common Stock, $0.0001 par value | 0 | 0.00 | — | 1,677 | — | ↗ |
| 2024-07-11 | Larkins Paul A | Director | — | D | Common Stock, $0.0001 par value | 0 | 0.00 | — | 2,277 | — | ↗ |
| 2024-07-11 | JLL/FCH Holdings I, LLC | 10% Owner | — | D | Common Stock, $0.0001 par value | 0 | 0.00 | — | 3,480,981 | — | ↗ |
| 2024-07-11 | Hammond Kevin T. | Director | — | D | Common Stock, $0.0001 par value | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-07-11 | Frazier Laura J | Officer | — | D | Common Stock, $0.0001 par value | 0 | 0.00 | — | 900 | — | ↗ |
| 2024-07-11 | ELVING BEVERLY O | Director | — | I | Common Stock, $0.0001 par value | 0 | 0.00 | — | 4,209 | — | ↗ |
| 2024-07-11 | Casciato Chris Cesare | Director | — | I | Common Stock, $0.0001 par value | 0 | 0.00 | — | 1,436,728 | — | ↗ |
| 2024-07-11 | Cafera Robert A | Officer | — | D | Common Stock, $0.0001 par value | 0 | 0.00 | — | 125,267 | — | ↗ |
| 2024-07-11 | CUNNINGHAM ISABELLA C M | Director | — | D | Common Stock, $0.0001 par value | 0 | 0.00 | — | 1,677 | — | ↗ |
| 2024-07-11 | CARTER MOLLIE H | Director / Officer | — | I | Common Stock, $0.0001 par value | 0 | 0.00 | — | 2,050,900 | — | ↗ |
| 2024-07-11 | ARNOLD NEAL E | Director / Officer | — | I | Common Stock, $0.0001 par value | 0 | 0.00 | — | 232,348 | — | ↗ |
| 2024-05-14 | Merdian Diane | Director | — | D | Stock Option, Common Stock, $0.0001 par value | 11,365 | 18.62 | 211.6K | 0 | — | ↗ |
| 2024-05-14 | Levy David W | Director | — | D | Stock Option, Common Stock, $0.0001 par value | 8,118 | 18.62 | 151.2K | 0 | — | ↗ |
| 2024-05-14 | Larkins Paul A | Director | — | D | Stock Option, Common Stock, $0.0001 par value | 8,118 | 18.62 | 151.2K | 0 | — | ↗ |
| 2024-05-14 | ELVING BEVERLY O | Director | — | D | Stock Option, Common Stock, $0.0001 par value | 3,247 | 18.62 | 60.5K | 0 | — | ↗ |
| 2024-01-27 | Norris Jennifer | Officer | — | D | Stock Option, Common Stock, $0.0001 par value | 67,140 | 20.65 | 1.39M | 0 | — | ↗ |
| 2023-11-13 | Larkins Paul A | Director | — | D | Stock Option, Common Stock, $0.0001 par value | 3,949 | 20.65 | 81.5K | 0 | — | ↗ |
| 2022-05-15 | Merdian Diane | Director | — | D | Stock Option, Common Stock, $0.0001 par value | 6,250 | 32.54 | 203.4K | 0 | — | ↗ |
| 2022-05-14 | Levy David W | Director | — | D | Stock Option, Common Stock, $0.0001 par value | 6,250 | 32.54 | 203.4K | 0 | — | ↗ |
| 2022-05-14 | Larkins Paul A | Director | — | D | Stock Option, Common Stock, $0.0001 par value | 4,464 | 32.54 | 145.3K | 0 | — | ↗ |
| 2022-05-14 | ELVING BEVERLY O | Director | — | D | Stock Option, Common Stock, $0.0001 par value | 1,785 | 32.54 | 58.1K | 0 | — | ↗ |
| 2022-05-09 | Levy David W | Director | — | D | Stock Option, Common Stock, $0.0001 par value | 7,215 | 20.49 | 147.8K | 0 | — | ↗ |
| 2022-04-01 | JLL/FCH Holdings I, LLC | 10% Owner | — | D | Stock Option, Common Stock, $0.0001 par value | 2,088 | 26.81 | 56.0K | 0 | — | ↗ |
| 2022-04-01 | CUNNINGHAM ISABELLA C M | Director | — | D | Stock Option, Common Stock, $0.0001 par value | 2,088 | 26.81 | 56.0K | 0 | — | ↗ |
| 2022-02-14 | ARNOLD NEAL E | Director / Officer | — | D | Stock Option, Common Stock, $0.0001 par value | 187,590 | 20.49 | 3.84M | 0 | — | ↗ |
| 2021-07-20 | Merdian Diane | Director | — | D | Stock Option, Common Stock, $0.0001 par value | 31,722 | 19.72 | 625.6K | 0 | — | ↗ |
| 2021-07-20 | Levy David W | Director | — | D | Stock Option, Common Stock, $0.0001 par value | 24,169 | 19.72 | 476.6K | 0 | — | ↗ |
| 2021-07-20 | Frazier Laura J | Officer | — | D | Stock Option, Common Stock, $0.0001 par value | 55,514 | 19.72 | 1.09M | 0 | — | ↗ |
| 2021-07-20 | ELVING BEVERLY O | Director | — | D | Stock Option, Common Stock, $0.0001 par value | 7,553 | 19.72 | 148.9K | 0 | — | ↗ |
| 2021-07-20 | Cafera Robert A | Officer | — | D | Stock Option, Common Stock, $0.0001 par value | 135,952 | 19.72 | 2.68M | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
111.0K
Shares Outstanding
27.82M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Neal E. Arnold Chief Executive Officer and President of FirstSun and the Bank, and Chief Operating Officer of FirstSun | 800.0K | 812.8K | 1.71M | — | — | 21.6K | 3.34M | 51.09% | ↗ |
| 2 | 2025 | Robert A. Cafera, Jr. Senior Executive Vice President and Chief Financial Officer of FirstSun and the Bank | 500.0K | 508.0K | 502.1K | — | 95.2K | 21.6K | 1.63M | 30.86% | ↗ |
| 3 | 2025 | Jennifer L. Norris 1 | 450.0K | 365.8K | 361.5K | — | 59.5K | 21.6K | 1.26M | 28.73% | ↗ |
| 4 | 2025 | Mollie H. Carter Executive Chairman | 500.0K | — | — | — | — | 21.6K | 521.6K | 0.00% | ↗ |
| 5 | 2024 | Neal E. Arnold Chief Executive Officer and President of Company and Bank, and Chief Operating Officer of Company | 800.0K | 31.68M | — | — | — | — | 32.48M | 0.00% | ↗ |
| 6 | 2024 | Robert A. Cafera, Jr. Senior Executive Vice President and Chief Financial Officer of Company and Bank | 454.0K | 13.80M | — | — | — | — | 14.25M | 0.00% | ↗ |
| 7 | 2024 | Laura J. Frazier Executive Vice President and Chief Administrative Officer of Company and Bank | 382.4K | 8.27M | — | — | — | — | 8.65M | 0.00% | ↗ |
| 8 | 2024 | Neal E. Arnold Chief Executive Officer and President of FirstSun and the Bank, and Chief Operating Officer of FirstSun | 800.0K | 145.6K | 5.55M | — | 1.02M | 21.3K | 7.54M | 73.63% | ↗ |
| 9 | 2024 | Robert A. Cafera, Jr. Senior Executive Vice President and Chief Financial Officer of FirstSun and the Bank | 454.0K | 281.9K | 2.30M | — | 408.4K | 21.3K | 3.47M | 66.37% | ↗ |
| 10 | 2024 | Mollie H. Carter Executive Chair | — | 542.6K | — | — | — | — | 542.6K | 0.00% | ↗ |
| 11 | 2024 | Mollie H. Carter Executive Chairman | 500.0K | — | — | — | — | 21.3K | 521.3K | 0.00% | ↗ |
| 12 | 2023 | Neal E. Arnold Chief Executive Officer and President of Company and Bank, and Chief Operating Officer of Company | 800.0K | 14.84M | — | — | — | — | 15.64M | 0.00% | ↗ |
| 13 | 2023 | Robert A. Cafera, Jr. Senior Executive Vice President and Chief Financial Officer of Company and Bank | 425.0K | 5.27M | — | — | — | — | 5.69M | 0.00% | ↗ |
| 14 | 2023 | Laura J. Frazier Executive Vice President and Chief Administrative Officer of Company and Bank | 365.0K | 4.24M | — | — | — | — | 4.61M | 0.00% | ↗ |
| 15 | 2023 | Mollie H. Carter Executive Chair | 500.0K | 1.10M | — | — | — | — | 1.60M | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Neal E. Arnold | Chief Executive Officer, President, Chief Operating Officer & Director | 2M | male |
| Robert A. Cafera Jr. | Senior Executive Vice President & Chief Financial Officer | 1M | male |
| Laura J. Frazier | Executive VP & Chief Administration Officer | 1M | female |
| Jennifer L. Norris | Executive VP & Chief Credit Officer | 896.9K | female |
| Mollie Hale Carter | Executive Chairman | 521.6K | female |
| Kelly C. Rackley | Corporate Secretary | — | female |
| Allie Nagy | General Counsel | — | female |
| Thomas C. Shafer | Executive Vice Chairman | — | male |
| Brian Walsh | Chief Lending Officer | — | male |
| Doug Reese | Chief Accounting Officer | — | male |
| Ed Jacques | Director of Investor Relations & Business Development | — | male |
| Josh Wilson | Regional President for Arizona & New Mexico | — | male |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for FSUN
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.
