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First United Corporation (FUNC)

USD45.19 +0.68 (+1.53%)
US NASDAQ Financial Services Banks - Regional
Address 19 South Second Street 21550-0009
Oakland, MD, US
CEO Jason Rush
Website mybank.com
IPO 1992-09-03
CIK 763907 ISIN US33741H1077

Explore sections of this company profile

Description

First United Corporation acts as the holding company for First United Bank & Trust, which delivers a wide array of retail and commercial banking solutions to both businesses and individual customers. The bank offers a diverse portfolio of deposit accounts, encompassing standard checking, savings, and money market options, in addition to specialized choices like regular and Individual Retirement Account (IRA) certificates of deposit, Christmas savings, college savings, and health savings accounts. It also provides advanced cash management programs, such as the Certificate of Deposit Account Registry Service (CDARS) and Insured Cash Sweep (ICS), available to governmental entities, businesses, and consumers. For its business clientele, First United extends comprehensive packages that feature treasury management, cash sweeping services, and various checking account opportunities. Regarding lending, the corporation provides an extensive range of loan products. These include commercial loans collateralized by real estate, equipment, vehicles, or other business assets. It also offers commercial real estate financing for residential and commercial developments, agricultural properties, and service industry buildings. Individual customers can access residential mortgage loans, home equity lines of credit, and residential real estate construction loans. Furthermore, the bank issues direct and indirect auto loans, student loans, and a variety of secured and unsecured term loans and lines of credit. Beyond traditional banking, the company furnishes a comprehensive suite of trust services, including personal and charitable trusts, investment agency accounts, and full-service retirement planning solutions (such as IRA rollovers, 401(k) accounts, and defined benefit plans), alongside estate administration and planning expertise. Supplementary services offered include insurance products, brokerage facilities, and practical amenities like safe deposit boxes and night depository facilities. First United Corporation's operational network consists of 26 banking branches, a dedicated customer care center, and 34 automated teller machines. This presence extends across Allegany, Frederick, Garrett, and Washington counties in Maryland, as well as Mineral, Berkeley, Monongalia, and Harrison counties in West Virginia. Established in 1900, the company's headquarters are situated in Oakland, Maryland.

News Sentiment (7d)
80 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD45.19 +0.68 (+1.53%)
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Volume Profile
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Liquidity & share structure
Average Volume
17.8K
Beta
0.53
Float Shares
5.93M
Free Float %
92.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.38% +5.55% +6.40% +11.47% +3.56% +5.61% +31.58% +196.18% +116.07% +282.40% +308.47%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (1 ratings, all time) Buy
Price Targets & DCF
Current price
45.19
Low 25.00 -44.7%
Consensus 25.00 -44.7%
Median 25.00 -44.7%
High 25.00 -44.7%
DCF (Unlevered) 70.54 +56.1%
DCF (Levered) 65.59 +45.1%

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 1 0
Buy 1 +1
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 2
26.50
-41.4%
Quality scores
Altman Z-Score
-0.46
Distress
Piotroski F-Score
8 / 9
Strong
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
★ Strong MOAT
  • Revenue growth
    +6.6% Q1'26: +6.7% (vs Q1'25)
  • EPS growth
    +19.7% Q1'26: +15.7% (vs Q1'25)
  • FCF margin
    Q1'26: +42.1% (vs Q1'25)
  • EBIT margin
    Q1'26: +28.6% (vs Q1'25)
  • ROIC
    Q1'26: -23.0% (vs Q1'25)
  • Share dilution
    -0.6% Q1'26: 0.0% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 1.46× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.51) × ERP
WACC = 69% × Ke + 31% × Kd (28.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 70.54 Current price: 45.19
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2000
actual
Dec 2001
actual
Dec 2002
actual
Dec 2005
actual
Dec 2006
actual
Dec 2007
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
71.31M
est: 35.74M (+99.5%)
72.54M
est: 39.00M (+86.0%)
66.60M
est: 40.64M (+63.9%)
83.84M
est: 43.65M (+92.1%)
94.31M
est: 55.00M (+71.5%)
108.66M
est: 62.21M (+74.6%)
78.61M
est: 71.00M (+10.7%)
80.44M
est: 76.00M (+5.8%)
95.61M
est: 70.89M (+34.9%)
111.80M
est: 79.54M (+40.6%)
119.18M
est: 88.22M (+35.1%)
95.96M
95.96M – 95.96M
+8.8% YoY
101.86M
101.86M – 101.86M
+6.1% YoY
EBITDA
13.61M
est: 11.77M (+15.6%)
14.43M
est: 12.84M (+12.4%)
15.10M
est: 40.55M (-62.8%)
22.26M
est: 36.21M (-38.5%)
21.31M
est: 18.11M (+17.7%)
21.78M
est: 20.48M (+6.3%)
29.74M
est: 23.38M (+27.2%)
36.83M
est: 37.34M (-1.4%)
24.39M
est: 38.90M (-37.3%)
31.02M
est: 26.11M (+18.8%)
32.53M
est: 28.97M (+12.3%)
31.51M
31.51M – 31.51M
+8.8% YoY
33.44M
33.44M – 33.44M
+6.1% YoY
EBIT
12.07M
est: 10.19M (+18.5%)
12.86M
est: 11.12M (+15.6%)
13.35M
est: 11.59M (+15.2%)
18.70M
est: 12.45M (+50.2%)
18.32M
est: 15.68M (+16.8%)
18.54M
est: 17.74M (+4.5%)
26.31M
est: 20.24M (+30.0%)
33.18M
est: 14.24M (+133.0%)
19.51M
est: 15.66M (+24.5%)
27.23M
est: 23.34M (+16.7%)
32.53M
est: 25.89M (+25.6%)
28.16M
28.16M – 28.16M
+8.8% YoY
29.89M
29.89M – 29.89M
+6.1% YoY
Net Income
8.31M
est: 8.17M (+1.7%)
9.17M
est: 9.02M (+1.7%)
9.66M
est: 9.59M (+0.7%)
12.15M
est: 8.22M (+47.9%)
12.58M
est: 12.42M (+1.2%)
12.79M
est: 12.35M (+3.6%)
19.77M
est: 20.93M (-5.5%)
25.05M
est: 27.89M (-10.2%)
15.06M
est: 29.40M (-48.8%)
20.57M
est: 20.23M (+1.7%)
24.52M
est: 24.92M (-1.6%)
28.62M
28.62M – 28.62M
+14.9% YoY
31.22M
31.22M – 31.22M
+9.1% YoY
SGA
11.36M
est: 11.19M (+1.5%)
12.50M
est: 12.37M (+1.0%)
13.92M
est: 13.73M (+1.4%)
18.43M
est: 13.40M (+37.5%)
19.08M
est: 19.07M (+0.1%)
20.63M
est: 20.71M (-0.4%)
26.47M
est: 22.13M (+19.6%)
26.41M
est: -9.73M (+371.4%)
30.37M
est: -11.42M (+365.8%)
30.78M
est: 24.69M (+24.7%)
35.06M
est: 27.39M (+28.0%)
29.79M
29.79M – 29.79M
+8.8% YoY
31.62M
31.62M – 31.62M
+6.1% YoY
EPS
1.36
est: 1.33 (+2.3%)
1.50
est: 1.49 (+0.7%)
1.58
est: 1.58 (+0.0%)
1.97
est: 1.11 (+78.3%)
2.03
est: 2.03 (+0.0%)
2.06
est: 2.15 (-4.2%)
2.95
est: 3.20 (-7.8%)
3.77
est: 3.65 (+3.3%)
2.25
est: 2.59 (-13.1%)
3.15
est: 3.11 (+1.3%)
3.78
est: 3.83 (-1.3%)
4.40
4.40 – 4.40
+14.9% YoY
4.80
4.80 – 4.80
+9.1% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-27 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-26 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-22 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-21 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-20 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-19 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-18 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-15 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-14 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-13 A- 4/5 4/5 4/5 4/5 3/5 3/5 3/5
2026-05-12 A- 4/5 4/5 4/5 4/5 3/5 3/5 3/5
2026-05-11 A- 4/5 4/5 4/5 4/5 3/5 3/5 3/5
2026-05-08 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-07 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-06 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-05 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-04 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-01 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-04-30 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
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 2/5 3/5 3/5
2026-04-24 A- 4/5 4/5 4/5 4/5 2/5 3/5 3/5
2026-04-23 A- 4/5 4/5 4/5 5/5 2/5 3/5 3/5
2026-04-22 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-21 B+ 3/5 5/5 4/5 5/5 2/5 1/5 1/5
2026-04-20 A- 4/5 5/5 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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
25.24M
OE per share TTM
3.88
Owner's Yield
9.85%
Maintenance CapEx ratio
2.18%
Maint CapEx / Avg PPE
39.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
86
Total invested
112.01M
Insider transactions (90d)
16
Beneficial owners (>5%)
22
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 LLC 441.1K 6.82% 441.1K IA Delaware 2024-11-14
2 Phillip Stone, IV 441.1K 6.82% 441.1K IN U.S.A. 2024-11-14
3 Driver Management Company LLC 360.7K 5.16% 360.7K 360.7K OO Delaware 2020-11-23
4 Driver Opportunity Partners I LP 360.7K 5.16% 360.7K 360.7K PN Delaware 2020-11-23
5 J. Abbott R. Cooper 360.7K 5.16% 360.7K 360.7K IN United States of America 2020-11-23
6 30-0447847 335.8K 5.00% 333.1K 335.8K IA Delaware Limited Partnership 2024-02-09
7 Master Opportunity Fund Ltd 334.3K 5.17% 334.3K OO Islands 2024-11-14
8 The Vanguard Group - 23-1945930 301.1K 4.55% 277.00 298.6K 2.5K IA Pennsylvania 2022-02-10
9 Jeffrey L. Gendell 295.8K 4.18% 295.8K IN United States 2019-02-15
10 Tontine Financial Partners, L.P. 212.5K 3.00% 212.5K 212.5K PN Delaware 2019-03-06
11 First United Bank & Trust 194.2K 2.80% BK Maryland, U.S.A. 2021-01-25
12 GP LLC 106.8K 1.65% 106.8K OO Delaware 2024-11-14
13 QP Opportunity Fund LP 102.6K 1.59% 102.6K PN 2024-11-14
14 Tontine Management, L.L.C. 100.7K 1.42% 100.7K OO Delaware 2019-02-15
15 (1) BlackRock, Inc. 86.1K 1.30% 86.1K 86.1K HC Delaware 2021-07-12
16 Michael J. Driscoll 4.5K 1.00% 4.5K IN 2020-03-27
17 Small-Cap Financials Fund LP 4.2K 0.07% 4.2K PN Delaware 2024-11-14
18 Lisa Narrell-Mead 650.00 1.00% 650.00 IN 2020-03-27
19 Ethan C. Elzen 425.00 1.00% 425.00 IN 2020-03-27
20 EJF Capital LLC 0.00% IA 2020-02-12
21 EJF Sidecar Fund, Series LLC – Small Financial Equities Series 0.00% OO 2020-02-12
22 Emanuel J. Friedman 0.00% IN 2020-02-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
86
+1 vs prev Q
New positions
11
Closed positions
10
Increased
37
Reduced
33
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 37.1K +37.1K (+100.0%) 1.39B +1.4B (+100.0%) 0.57% +0.571 pp 1.08% +1.080 pp USD37.44 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 387.0K +39.8K (+11.5%) 14.49M +1.7M (+13.5%) 5.96% +0.605 pp 0.00% +0.000 pp USD31.80 +17.7% 6 qtrs
3 DIMENSIONAL FUND ADVISORS LP 362.5K -4.3K (-1.2%) 13.57M +83.9K (+0.6%) 5.58% -0.075 pp 0.00% +0.000 pp USD13.39 +179.6% 51 qtrs
4 VANGUARD GROUP INC 343.3K +2.1K (+0.6%) 12.85M +308.1K (+2.5%) 5.28% +0.025 pp 0.00% +0.000 pp USD23.33 +60.5% 84 qtrs
5 GENDELL JEFFREY L 178.4K +— (+0.0%) 6.68M +119.5K (+1.8%) 2.75% 0.000 pp 0.12% -0.005 pp USD15.50 +141.5% 40 qtrs
6 DE LISLE PARTNERS LLP 155.4K +5.0K (+3.3%) 5.80M +283.8K (+5.1%) 2.39% +0.073 pp 0.75% +0.068 pp USD25.19 +48.6% 8 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 139.2K -255.0 (-0.2%) 5.21M +84.9K (+1.7%) 2.14% -0.007 pp 0.00% +0.000 pp USD24.68 +51.7% 78 qtrs
8 HUBER CAPITAL MANAGEMENT LLC 119.9K +— (+0.0%) 4.49M +80.4K (+1.8%) 1.85% 0.000 pp 0.66% -0.037 pp USD17.55 +113.3% 15 qtrs
9 AMERICAN CENTURY COMPANIES INC 110.1K +7.4K (+7.2%) 4.12M +345.8K (+9.2%) 1.69% +0.111 pp 0.00% +0.000 pp USD27.73 +35.0% 19 qtrs
10 RENAISSANCE TECHNOLOGIES LLC 108.4K -9.2K (-7.8%) 4.06M -265.7K (-6.1%) 1.67% -0.144 pp 0.01% +0.001 pp USD23.96 +56.3% 37 qtrs
11 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 101.1K +— (+0.0%) 3.79M +67.7K (+1.8%) 1.56% -0.002 pp 0.00% 0.000 pp USD23.53 +59.1% 9 qtrs
12 ACADIAN ASSET MANAGEMENT LLC 93.7K +816.0 (+0.9%) 3.51M +93.0K (+2.7%) 1.44% +0.010 pp 0.01% 0.000 pp USD24.46 +53.1% 16 qtrs
13 STATE STREET CORP 85.4K +6.0K (+7.5%) 3.20M +277.4K (+9.5%) 1.31% +0.090 pp 0.00% +0.000 pp USD29.74 +25.9% 23 qtrs
14 BRIDGEWAY CAPITAL MANAGEMENT, LLC 73.5K +3.3K (+4.7%) 2.75M +170.4K (+6.6%) 1.13% +0.049 pp 0.06% +0.003 pp USD16.08 +132.8% 46 qtrs
15 PINNACLE HOLDINGS, LLC 59.0K +— (+0.0%) 2.21M +39.5K (+1.8%) 0.91% -0.001 pp 0.75% -0.010 pp USD15.51 +141.4% 38 qtrs
16 NORTHERN TRUST CORP 57.3K -3.2K (-5.3%) 2.15M -78.4K (-3.5%) 0.88% -0.049 pp 0.00% +0.000 pp USD22.75 +64.6% 51 qtrs
17 GOLDMAN SACHS GROUP INC 47.7K -144.0 (-0.3%) 1.79M +26.7K (+1.5%) 0.73% -0.003 pp 0.00% +0.000 pp USD30.49 +22.8% 31 qtrs
18 MARSHALL WACE, LLP 44.0K +23.9K (+118.1%) 1.65M +906.5K (+122.1%) 0.68% +0.367 pp 0.00% +0.001 pp USD37.13 +0.8% 6 qtrs
19 MORGAN STANLEY 44.0K +2.9K (+7.0%) 1.65M +135.4K (+9.0%) 0.68% +0.043 pp 0.00% +0.000 pp USD27.94 +34.0% 49 qtrs
20 TWO SIGMA INVESTMENTS, LP 38.8K +6.8K (+21.1%) 1.45M +274.6K (+23.3%) 0.60% +0.103 pp 0.00% +0.000 pp USD32.13 +16.5% 3 qtrs
21 FOURTHSTONE LLC 37.5K -97.9K (-72.3%) 1.40M -3.6M (-71.8%) 0.58% -1.508 pp 0.26% -0.630 pp USD32.70 +14.5% 10 qtrs
22 EMPOWERED FUNDS, LLC 35.9K +3.3K (+10.1%) 1.34M +145.1K (+12.1%) 0.55% +0.050 pp 0.01% -0.001 pp USD23.45 +59.7% 11 qtrs
23 CITADEL ADVISORS LLC 32.8K +27.0K (+473.7%) 1.23M +1.0M (+484.2%) 0.50% +0.416 pp 0.00% +0.000 pp USD36.15 +3.6% 6 qtrs
24 BANK OF NEW YORK MELLON CORP 27.1K -3.5K (-11.5%) 1.02M -111.1K (-9.9%) 0.42% -0.055 pp 0.00% +0.000 pp USD26.19 +43.0% 36 qtrs
25 SUMMERHAVEN INVESTMENT MANAGEMENT, LLC 25.2K +— (+0.0%) 942.7K +16.9K (+1.8%) 0.39% 0.000 pp 0.54% -0.004 pp USD36.77 +1.8% 2 qtrs
26 ANGEL OAK CAPITAL ADVISORS, LLC 23.7K -4.0K (-14.4%) 887.3K -131.2K (-12.9%) 0.37% -0.062 pp 1.29% +0.490 pp USD33.07 +13.2% 5 qtrs
27 LSV ASSET MANAGEMENT 21.0K +5.1K (+32.1%) 786.0K +201.0K (+34.4%) 0.32% +0.078 pp 0.00% +0.000 pp USD22.22 +68.5% 19 qtrs
28 HOLDCO ASSET MANAGEMENT, LP 20.8K +— (+0.0%) 778.9K +13.9K (+1.8%) 0.32% -0.001 pp 0.06% -0.022 pp USD31.01 +20.7% 3 qtrs
29 LOS ANGELES CAPITAL MANAGEMENT LLC 19.9K +19.9K (+100.0%) 695.2K +695.2K (+100.0%) 0.31% +0.307 pp 0.00% +0.002 pp USD37.44 +0.0% 1 qtrs NEW
30 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 18.0K +— (+0.0%) 672.9K +12.0K (+1.8%) 0.28% +0.000 pp 0.00% +0.000 pp USD31.01 +20.7% 3 qtrs
31 TREXQUANT INVESTMENT LP 17.5K -2.7K (-13.4%) 656.1K -87.8K (-11.8%) 0.27% -0.042 pp 0.01% -0.002 pp USD31.69 +18.1% 6 qtrs
32 BARCLAYS PLC 17.3K +13.1K (+309.4%) 646.6K +520.7K (+413.7%) 0.27% +0.201 pp 0.00% +0.000 pp USD35.97 +4.1% 31 qtrs
33 QUBE RESEARCH & TECHNOLOGIES LTD 15.7K +9.2K (+141.3%) 587.4K +348.3K (+145.7%) 0.24% +0.142 pp 0.00% +0.000 pp USD37.16 +0.8% 10 qtrs
34 ROYAL BANK OF CANADA 15.3K +135.0 (+0.9%) 572.0K +15.0K (+2.7%) 0.24% +0.002 pp 0.00% +0.000 pp USD23.27 +60.9% 32 qtrs
35 JANE STREET GROUP, LLC 13.4K +2.1K (+19.1%) 501.3K +87.8K (+21.2%) 0.21% +0.033 pp 0.00% +0.000 pp USD36.88 +1.5% 8 qtrs
36 NUVEEN, LLC 13.3K +— (+0.0%) 499.7K +8.9K (+1.8%) 0.21% 0.000 pp 0.00% +0.000 pp USD33.39 +12.1% 3 qtrs
37 TWO SIGMA ADVISERS, LP 12.5K +4.4K (+54.3%) 468.0K +170.2K (+57.1%) 0.19% +0.068 pp 0.00% +0.000 pp USD33.27 +12.5% 3 qtrs
38 SQUAREPOINT OPS LLC 12.2K +12.2K (+100.0%) 457.2K +457.2K (+100.0%) 0.19% +0.188 pp 0.00% +0.001 pp USD37.44 +0.0% 1 qtrs NEW
39 PRICE T ROWE ASSOCIATES INC /MD/ 11.7K +743.0 (+6.8%) 437.0K +35.0K (+8.7%) 0.18% +0.011 pp 0.00% +0.000 pp USD32.96 +13.6% 5 qtrs
40 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10.3K -4.0K (-27.9%) 385.1K -139.7K (-26.6%) 0.16% -0.062 pp 0.00% -0.001 pp USD28.53 +31.2% 9 qtrs
41 BANK OF AMERICA CORP /DE/ 8.1K +3.0K (+60.0%) 303.1K +117.0K (+62.9%) 0.12% +0.047 pp 0.00% +0.000 pp USD33.57 +11.5% 31 qtrs
42 HSBC HOLDINGS PLC 8.0K +8.0K (+100.0%) 301.3K +301.3K (+100.0%) 0.12% +0.123 pp 0.00% +0.000 pp USD37.44 +0.0% 1 qtrs NEW
43 WEALTHSPIRE ADVISORS, LLC 7.1K +4.1K (+137.1%) 266.3K +156.0K (+141.4%) 0.11% +0.063 pp 0.00% +0.002 pp USD37.16 +0.8% 2 qtrs
44 RITHOLTZ WEALTH MANAGEMENT 7.1K -1.3K (-15.8%) 266.0K -44.1K (-14.2%) 0.11% -0.021 pp 0.00% -0.001 pp USD30.84 +21.4% 8 qtrs
45 ADVISOR GROUP HOLDINGS, INC. 7.0K +51.0 (+0.7%) 262.8K +6.6K (+2.6%) 0.11% +0.001 pp 0.00% +0.000 pp USD31.09 +20.4% 3 qtrs
46 WELLS FARGO & COMPANY/MN 6.8K +2.1K (+46.2%) 252.7K +83.0K (+48.9%) 0.10% +0.033 pp 0.00% +0.000 pp USD33.61 +11.4% 5 qtrs
47 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 6.1K +6.1K (+100.0%) 230.2K +230.2K (+100.0%) 0.09% +0.095 pp 0.00% +0.001 pp USD37.44 +0.0% 1 qtrs NEW
48 AQR CAPITAL MANAGEMENT LLC 5.7K +5.7K (+100.0%) 214.6K +214.6K (+100.0%) 0.09% +0.088 pp 0.00% +0.000 pp USD37.44 +0.0% 1 qtrs NEW
49 CI PRIVATE WEALTH, LLC 5.5K +5.5K (+100.0%) 205.3K +205.3K (+100.0%) 0.08% +0.084 pp 0.00% +0.000 pp USD37.44 +0.0% 1 qtrs NEW
50 CANADA PENSION PLAN INVESTMENT BOARD 5.4K +5.4K (+100.0%) 202.2K +202.2K (+100.0%) 0.08% +0.083 pp 0.00% +0.000 pp USD37.44 +0.0% 1 qtrs NEW
51 DEUTSCHE BANK AG\ 5.0K +— (+0.0%) 187.1K +3.3K (+1.8%) 0.08% +0.000 pp 0.00% +0.000 pp USD36.77 +1.8% 2 qtrs
52 RHUMBLINE ADVISERS 4.7K -1.0K (-18.2%) 175.3K -35.3K (-16.7%) 0.07% -0.016 pp 0.00% +0.000 pp USD31.01 +20.7% 3 qtrs
53 METLIFE INVESTMENT MANAGEMENT, LLC 3.7K +— (+0.0%) 139.8K +2.5K (+1.8%) 0.06% 0.000 pp 0.00% +0.000 pp USD31.01 +20.7% 3 qtrs
54 JPMORGAN CHASE & CO 3.5K -1.7K (-33.3%) 130.0K -61.5K (-32.1%) 0.05% -0.027 pp 0.00% +0.000 pp USD31.49 +18.9% 3 qtrs
55 NEW YORK STATE COMMON RETIREMENT FUND 3.4K +— (+0.0%) 127.3K +2.3K (+1.8%) 0.05% 0.000 pp 0.00% +0.000 pp USD31.01 +20.7% 3 qtrs
56 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 2.8K -33.0 (-1.2%) 104.7K +660.0 (+0.6%) 0.04% -0.001 pp 0.00% +0.000 pp USD31.01 +20.7% 3 qtrs
57 UBS GROUP AG 2.0K -2.2K (-51.9%) 75.5K -78.7K (-51.0%) 0.03% -0.034 pp 0.00% +0.000 pp USD29.96 +25.0% 32 qtrs
58 BNP PARIBAS ARBITRAGE, SNC 1.4K -164.0 (-10.8%) 50.9K -5.1K (-9.1%) 0.02% -0.003 pp 0.00% +0.000 pp USD33.92 +10.4% 5 qtrs
59 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 1.2K -988.0 (-45.1%) 45.0K -35.5K (-44.1%) 0.02% -0.015 pp 0.00% 0.000 pp USD33.70 +11.1% 3 qtrs
60 STRS OHIO 1.2K +— (+0.0%) 44.9K +804.0 (+1.8%) 0.02% +0.000 pp 0.00% +0.000 pp USD31.01 +20.7% 3 qtrs
61 KESTRA ADVISORY SERVICES, LLC 1.0K +1.0K (+100.0%) 38.0K +38.0K (+100.0%) 0.02% +0.016 pp 0.00% +0.000 pp USD37.44 +0.0% 1 qtrs NEW
62 FMR LLC 741.00 -39.0 (-5.0%) 27.7K -962.0 (-3.4%) 0.01% -0.001 pp 0.00% +0.000 pp USD29.20 +28.2% 22 qtrs
63 RUSSELL INVESTMENTS GROUP, LTD. 732.00 +233.0 (+46.7%) 27.4K +9.1K (+49.4%) 0.01% +0.004 pp 0.00% +0.000 pp USD36.98 +1.2% 2 qtrs
64 AMERITAS INVESTMENT PARTNERS, INC. 615.00 +— (+0.0%) 23.0K +412.0 (+1.8%) 0.01% +0.000 pp 0.00% +0.000 pp USD31.01 +20.7% 3 qtrs
65 LEGAL & GENERAL GROUP PLC 544.00 +— (+0.0%) 20.4K +364.0 (+1.8%) 0.01% +0.000 pp 0.00% +0.000 pp USD31.01 +20.7% 3 qtrs
66 STATE OF ALASKA, DEPARTMENT OF REVENUE 486.00 +486.0 (+100.0%) 18.0K +18.0K (+100.0%) 0.01% +0.008 pp 0.00% +0.000 pp USD37.44 +0.0% 1 qtrs NEW
67 ADVISORNET FINANCIAL, INC 395.00 +170.0 (+75.6%) 14.8K +6.5K (+78.8%) 0.01% +0.003 pp 0.00% +0.000 pp USD37.06 +1.0% 2 qtrs
68 STATE OF WYOMING 394.00 +9.0 (+2.3%) 14.8K +595.0 (+4.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD24.11 +55.3% 15 qtrs
69 WHITTIER TRUST CO 375.00 -17.0 (-4.3%) 14.0K -130.0 (-0.9%) 0.01% 0.000 pp 0.00% +0.000 pp USD36.77 +1.8% 2 qtrs
70 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 370.00 -7.0 (-1.9%) 13.9K -9.0 (-0.1%) 0.01% 0.000 pp 0.00% +0.000 pp USD31.02 +20.7% 3 qtrs
71 STERLING CAPITAL MANAGEMENT LLC 347.00 -68.0 (-16.4%) 13.0K -2.3K (-14.9%) 0.01% -0.001 pp 0.00% +0.000 pp USD34.50 +8.5% 3 qtrs
72 NEWEDGE ADVISORS, LLC 306.00 +67.0 (+28.0%) 11.5K +2.7K (+30.1%) 0.00% +0.001 pp 0.00% +0.000 pp USD36.92 +1.4% 2 qtrs
73 TOWER RESEARCH CAPITAL LLC (TRC) 285.00 -145.0 (-33.7%) 10.7K -5.1K (-32.5%) 0.00% -0.002 pp 0.00% 0.000 pp USD35.79 +4.6% 50 qtrs
74 AMALGAMATED BANK 189.00 -17.0 (-8.3%) 7.0K -1.0K (-12.5%) 0.00% 0.000 pp 0.00% +0.000 pp USD31.01 +20.7% 3 qtrs
75 CWM, LLC 199.00 -5.0 (-2.5%) 7.0K -1.0K (-12.5%) 0.00% 0.000 pp 0.00% +0.000 pp USD36.77 +1.8% 2 qtrs
76 CITIGROUP INC 137.00 +68.0 (+98.6%) 5.1K +2.6K (+102.1%) 0.00% +0.001 pp 0.00% +0.000 pp USD32.07 +16.7% 9 qtrs
77 GAMMA INVESTING LLC 64.00 +64.0 (+100.0%) 2.4K +2.4K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD37.44 +0.0% 1 qtrs NEW
78 FARTHER FINANCE ADVISORS, LLC 13.00 +13.0 (+100.0%) 487.00 +487.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD37.38 +0.2% 1 qtrs NEW
79 PNC FINANCIAL SERVICES GROUP, INC. 6.00 +6.0 (+100.0%) 225.00 +225.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD37.33 +0.3% 1 qtrs NEW
80 ALLWORTH FINANCIAL LP 5.00 +— (+0.0%) 188.00 +4.0 (+2.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD36.60 +2.3% 2 qtrs
81 MAI CAPITAL MANAGEMENT 3.00 +3.0 (+100.0%) 113.00 +113.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD37.33 +0.3% 1 qtrs NEW
82 EVERSOURCE WEALTH ADVISORS, LLC 2.00 -16.0 (-88.9%) 75.00 -587.0 (-88.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD31.00 +20.8% 3 qtrs
83 ROTHSCHILD INVESTMENT LLC 2.00 +2.0 (+100.0%) 75.00 +75.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD37.00 +1.2% 1 qtrs NEW
84 IFP ADVISORS, INC 1.00 +— (+0.0%) 37.00 +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD36.00 +4.0% 2 qtrs
85 SRS CAPITAL ADVISORS, INC. -20.0 (-100.0%) -736.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
86 MILLENNIUM MANAGEMENT LLC -7.7K (-100.0%) -284.1K (-100.0%) 0.00% -0.119 pp 0.00% 0.000 pp USD 8 qtrs SOLD
87 SUSQUEHANNA INTERNATIONAL GROUP, LLP -6.8K (-100.0%) -248.3K (-100.0%) 0.00% -0.104 pp 0.00% +0.000 pp USD 9 qtrs SOLD
88 LOGAN CAPITAL MANAGEMENT INC -5.0K (-100.0%) -182.0K (-100.0%) 0.00% -0.076 pp 0.00% -0.008 pp USD 20 qtrs SOLD
89 TRUE WEALTH DESIGN, LLC -1.0 (-100.0%) -37.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
90 TRUEMARK INVESTMENTS, LLC -34.9K (-100.0%) -1.3M (-100.0%) 0.00% -0.537 pp 0.00% -0.223 pp USD 2 qtrs SOLD
91 INVESCO LTD. -8.1K (-100.0%) -298.0K (-100.0%) 0.00% -0.125 pp 0.00% +0.000 pp USD 8 qtrs SOLD
92 COVESTOR LTD -33.0 (-100.0%) -1.0K (-100.0%) 0.00% -0.001 pp 0.00% -0.001 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 58 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.07% 1.23M 0.47%
2 iShares Micro-Cap ETF IWC 0.06% 936.9K 0.60%
3 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.04% 375.5K 0.20%
4 Franklin U.S. Small Cap Multifactor Index ETF FLQS 0.03% 13.8K 0.35%
5 iShares Russell 2000 Value ETF IWN 0.02% 2.64M 0.24%
6 Avantis U.S. Small Cap Value ETF AVUV 0.02% 4.39M 0.25%
7 Vanguard Russell 2000 Value ETF VTWV 0.01% 182.0K 0.06%
8 Avantis U.S. Small Cap Equity ETF AVSC 0.01% 412.6K 0.25%
9 U.S. Micro Cap Portfolio ETF DFMC 0.01% 1.08M 0.43%
10 Dimensional - US Small Cap Value ETF DFSV 0.01% 1.04M 0.30%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
4.67
Bullish
Ratio by volume
3.00
Bullish
Buys
14
Sells
3
Shares acquired
10.8K
Shares disposed
399.00
Cash buys
5.00
Cash sales
Net activity
+10,374
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-27 Walls H Andrew III Director A-Award A Common Stock 1,000 0.00 52,079 D
2026-05-27 RUDY IRVIN ROBERT Director A-Award A Common Stock 1,000 0.00 38,500 D
2026-05-27 Moran Beth Director A-Award A Common Stock 1,000 0.00 28,952 D
2026-05-27 Milon Patricia Director A-Award A Common Stock 1,000 0.00 11,481 D
2026-05-27 Hessler Kevin Director A-Award A Common Stock 1,395 0.00 5,573 D
2026-05-27 DiPietro Christy Director A-Award A Common Stock 1,395 0.00 16,684 D
2026-05-27 Chadha Sanu Director A-Award A Common Stock 1,263 0.00 9,862 D
2026-05-27 Boal Brian R. Director A-Award A Common Stock 1,395 0.00 22,312 D
2026-05-27 Barr John F. Director A-Award A Common Stock 1,000 0.00 30,904 D
2026-05-20 Sturm Tonya K. Officer F-InKind D Common Stock 133 36.88 4.9K 11,776 D
2026-05-20 Sanders Keith Officer F-InKind D Common Stock 120 36.88 4.4K 15,342 D
2026-05-20 Fisher Robert L. II Officer F-InKind D Common Stock 146 36.88 5.4K 14,355 D
2026-05-01 Sturm Tonya K. Officer P-Purchase A Common Stock 3 38.10 112.43 11,909 D
2026-05-01 Rush Jason Barry Officer P-Purchase A Common Stock 76 38.10 2.9K 27,167 D
2026-05-01 Rodeheaver Carissa Lynn Director P-Purchase A Common Stock 44 37.70 1.7K 47,777 D
2026-05-01 Boal Brian R. Director P-Purchase A Common Stock 78 38.10 3.0K 20,917 D
2026-03-16 Sturm Tonya K. Officer A-Award A Common Stock 428 0.00 11,985 D
2026-03-16 Sanders Keith Officer A-Award A Common Stock 420 0.00 15,603 D
2026-03-16 Rush Jason Barry Officer A-Award A Common Stock 502 0.00 27,000 D
2026-03-16 Rodeheaver Carissa Lynn Director A-Award A Common Stock 766 0.00 47,899 D
2026-03-16 Fisher Robert L. II Officer A-Award A Common Stock 526 0.00 14,679 D
2026-03-06 Tasker Anthony James Officer A-Award A Common Stock 189 0.00 523 D
2026-03-06 Sturm Tonya K. Officer A-Award A Common Stock 819 0.00 11,557 D
2026-03-06 Sanders Keith Officer A-Award A Common Stock 735 0.00 15,183 D
2026-03-06 Rush Jason Barry Officer A-Award A Common Stock 1,252 0.00 26,498 D
2026-03-06 Peterson Julie W Officer A-Award A Common Stock 651 0.00 1,603 D
2026-03-06 Fisher Robert L. II Officer A-Award A Common Stock 875 0.00 14,153 D
2026-02-25 Sturm Tonya K. Officer F-InKind D Common Stock 89 35.42 3.2K 10,738 D
2026-02-25 Sanders Keith Officer F-InKind D Common Stock 88 35.42 3.1K 14,448 D
2026-02-25 Rodeheaver Carissa Lynn Director F-InKind D Common Stock 164 35.42 5.8K 47,133 D
2026-02-25 Fisher Robert L. II Officer F-InKind D Common Stock 106 35.42 3.8K 13,278 D
2026-02-04 Tasker Anthony James Officer S-Sale A Common Stock 1 39.15 33.11 334 D
2026-02-03 Sturm Tonya K. Officer P-Purchase A Common Stock 3 39.68 111.70 10,827 D
2026-02-03 Rush Jason Barry Officer P-Purchase A Common Stock 73 39.68 2.9K 25,246 D
2026-02-03 Rodeheaver Carissa Lynn Director P-Purchase A Common Stock 117 39.68 4.7K 47,297 D
2026-02-03 Boal Brian R. Director P-Purchase A Common Stock 75 39.68 3.0K 20,839 D
2026-01-28 Tasker Anthony James Officer Common Stock 0 0.00 333 D
2025-11-03 Sturm Tonya K. Officer P-Purchase A Common Stock 64 35.15 2.2K 10,763 D
2025-11-03 Rush Jason Barry Officer P-Purchase A Common Stock 81 35.15 2.9K 25,089 D
2025-11-03 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 46 35.42 1.6K 46,867 D
2025-11-03 Boal Brian R. Director P-Purchase A Common Stock 84 35.15 2.9K 20,764 D
2025-08-26 RUDY IRVIN ROBERT Director S-Sale D Common Stock 2,000 37.35 74.7K 37,500 D
2025-08-04 Rush Jason Barry Officer P-Purchase A Common Stock 74 32.28 2.4K 24,919 D
2025-08-04 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 120 32.28 3.9K 46,676 D
2025-08-04 Boal Brian R. Director P-Purchase A Common Stock 77 32.28 2.5K 20,680 D
2025-08-01 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 38 35.92 1.4K 46,555 D
2025-05-21 Walls H Andrew III Director A-Award A Common Stock 1,475 0.00 51,079 D
2025-05-21 RUDY IRVIN ROBERT Director A-Award A Common Stock 1,000 0.00 38,000 D
2025-05-21 Moran Beth Director A-Award A Common Stock 1,000 0.00 27,952 D
2025-05-21 Milon Patricia Director A-Award A Common Stock 1,000 0.00 10,481 D
2025-05-21 Hessler Kevin Director A-Award A Common Stock 1,475 0.00 4,065 D
2025-05-21 DiPietro Christy Director A-Award A Common Stock 1,475 0.00 15,289 D
2025-05-21 Chadha Sanu Director A-Award A Common Stock 1,317 0.00 8,599 D
2025-05-21 Boal Brian R. Director A-Award A Common Stock 1,475 0.00 20,603 D
2025-05-21 Barr John F. Director A-Award A Common Stock 1,475 0.00 29,904 D
2025-05-20 Sturm Tonya K. Officer F-InKind D Common Stock 118 31.21 3.7K 10,578 D
2025-05-20 Sanders Keith Officer F-InKind D Common Stock 117 31.21 3.7K 14,536 D
2025-05-20 Rodeheaver Carissa Lynn Director / Officer F-InKind D Common Stock 302 31.21 9.4K 46,388 D
2025-05-20 Fisher Robert L. II Officer F-InKind D Common Stock 167 31.21 5.2K 13,384 D
2025-05-02 Rush Jason Barry Officer P-Purchase A Common Stock 78 30.58 2.4K 24,766 D
2025-05-02 Boal Brian R. Director P-Purchase A Common Stock 70 30.58 2.1K 19,128 D
2025-05-01 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 126 30.58 3.9K 46,690 D
2025-03-18 Peterson Julie W Officer P-Purchase A Common Stock 3 30.65 100.00 952 D
2025-03-17 Sturm Tonya K. Officer F-InKind D Common Stock 163 30.10 4.9K 10,630 D
2025-03-17 Sanders Keith Officer F-InKind D Common Stock 139 30.10 4.2K 14,653 D
2025-03-17 Rush Jason Barry Officer A-Award A Common Stock 502 0.00 24,598 D
2025-03-17 Rodeheaver Carissa Lynn Director / Officer F-InKind D Common Stock 360 30.10 10.8K 46,368 D
2025-03-17 Fisher Robert L. II Officer A-Award A Common Stock 526 0.00 13,724 D
2025-03-10 Sturm Tonya K. Officer F-InKind D Common Stock 125 32.41 4.1K 10,366 D
2025-03-10 Sanders Keith Officer F-InKind D Common Stock 120 32.41 3.9K 14,372 D
2025-03-10 Rush Jason Barry Officer A-Award A Common Stock 392 0.00 24,096 D
2025-03-10 Fisher Robert L. II Officer A-Award A Common Stock 428 0.00 13,363 D
2025-03-07 Peterson Julie W Officer A-Award A Common Stock 200 0.00 949 D
2025-02-25 Sturm Tonya K. Officer A-Award A Common Stock 680 0.00 10,164 D
2025-02-25 Sanders Keith Officer A-Award A Common Stock 676 0.00 14,178 D
2025-02-25 Rush Jason Barry Officer A-Award A Common Stock 822 0.00 23,704 D
2025-02-25 Rodeheaver Carissa Lynn Director / Officer A-Award A Common Stock 1,209 0.00 45,345 D
2025-02-25 Peterson Julie W Officer A-Award A Common Stock 598 0.00 749 D
2025-02-25 Fisher Robert L. II Officer A-Award A Common Stock 812 0.00 12,935 D
2025-02-19 Peterson Julie W Officer P-Purchase A Common Stock 2 41.33 100.00 151 D
2025-02-03 Rush Jason Barry Officer P-Purchase A Common Stock 73 32.36 2.4K 22,882 D
2025-02-03 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 118 32.36 3.8K 44,136 D
2025-02-03 Boal Brian R. Director P-Purchase A Common Stock 66 32.36 2.1K 19,058 D
2025-01-16 Peterson Julie W Officer P-Purchase A Common Stock 3 32.75 100.00 148 D
2024-12-17 Peterson Julie W Officer P-Purchase A Common Stock 3 35.71 100.00 145 D
2024-11-18 Peterson Julie W Officer P-Purchase A Common Stock 3 34.56 100.00 142 D
2024-11-04 Rush Jason Barry Officer P-Purchase A Common Stock 74 31.74 2.4K 22,737 D
2024-11-04 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 120 31.74 3.8K 43,852 D
2024-11-04 Boal Brian R. Director P-Purchase A Common Stock 66 31.74 2.1K 18,993 D
2024-11-01 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 42 31.99 1.3K 43,732 D
2024-10-16 Peterson Julie W Officer P-Purchase A Common Stock 3 31.50 100.00 138 D
2024-09-17 Peterson Julie W Officer P-Purchase A Common Stock 3 29.17 100.00 135 D
2024-08-16 Peterson Julie W Officer P-Purchase A Common Stock 4 28.05 100.00 131 D
2024-08-02 Rush Jason Barry Officer P-Purchase A Common Stock 76 27.97 2.1K 22,588
2024-08-02 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 123 27.97 3.4K 43,560
2024-08-02 Boal Brian R. Director P-Purchase A Common Stock 68 27.97 1.9K 18,926
2024-08-01 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 44 27.88 1.2K 43,437
2024-07-25 RUDY IRVIN ROBERT Director S-Sale D Common Stock 2,000 27.52 55.0K 37,000
2024-07-16 Peterson Julie W Officer P-Purchase A Common Stock 4 22.30 100.00 127 D
2024-05-22 Walls H Andrew III Director A-Award A Common Stock 1,683 0.00 49,604
2024-05-22 Shockley Marisa A. Director A-Award A Common Stock 1,000 0.00 26,253
2024-05-22 RUDY IRVIN ROBERT Director A-Award A Common Stock 1,000 0.00 39,000
2024-05-22 Peterson Julie W Officer Common Stock 0 0.00 122 D
2024-05-22 Moran Beth Director A-Award A Common Stock 1,227 0.00 26,952
2024-05-22 Milon Patricia Director A-Award A Common Stock 1,000 0.00 9,481
2024-05-22 Hessler Kevin Director A-Award A Common Stock 1,683 0.00 2,535
2024-05-22 DiPietro Christy Director A-Award A Common Stock 1,683 0.00 13,814
2024-05-22 Chadha Sanu Director A-Award A Common Stock 1,683 0.00 7,282
2024-05-22 Boal Brian R. Director A-Award A Common Stock 1,683 0.00 18,858
2024-05-22 Barr John F. Director A-Award A Common Stock 1,683 0.00 28,429
2024-05-20 Sturm Tonya K. Officer A-Award A Common Stock 1,083 0.00 9,309
2024-05-20 Sanders Keith Officer A-Award A Common Stock 1,070 0.00 13,502
2024-05-20 Rush Jason Barry Officer A-Award A Common Stock 1,291 0.00 22,424
2024-05-20 Rodeheaver Carissa Lynn Director / Officer A-Award A Common Stock 1,931 0.00 43,243
2024-05-20 Fisher Robert L. II Officer A-Award A Common Stock 1,287 0.00 12,123
2024-05-06 Sturm Tonya K. Officer F-InKind D Common Stock 75 22.79 1.7K 8,226
2024-05-06 Fisher Robert L. II Officer F-InKind D Common Stock 98 22.79 2.2K 10,836
2024-05-02 Rush Jason Barry Officer P-Purchase A Common Stock 92 22.83 2.1K 21,133
2024-05-02 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 149 22.83 3.4K 41,312
2024-05-02 Boal Brian R. Director P-Purchase A Common Stock 68 22.83 1.6K 17,175
2024-05-01 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 53 22.88 1.2K 41,163
2024-03-15 Sturm Tonya K. Officer A-Award A Common Stock 427 0.00 8,080
2024-03-15 Sanders Keith Officer A-Award A Common Stock 420 0.00 12,432
2024-03-15 Rush Jason Barry Officer A-Award A Common Stock 502 0.00 20,947
2024-03-15 Rodeheaver Carissa Lynn Director / Officer A-Award A Common Stock 764 0.00 40,950
2024-03-15 Fisher Robert L. II Officer A-Award A Common Stock 526 0.00 11,136
2024-03-13 Sturm Tonya K. Officer D-Return D Common Stock 1,159 0.00 7,653
2024-03-13 Sanders Keith Officer D-Return D Common Stock 1,116 0.00 12,012
2024-03-13 Rush Jason Barry Officer D-Return D Common Stock 1,393 0.00 20,445
2024-03-13 Rodeheaver Carissa Lynn Director / Officer D-Return D Common Stock 2,200 0.00 40,186
2024-03-13 Fisher Robert L. II Officer D-Return D Common Stock 1,521 0.00 10,610
2024-03-11 Sturm Tonya K. Officer A-Award A Common Stock 326 0.00 8,812
2024-03-11 Sanders Keith Officer A-Award A Common Stock 314 0.00 13,128
2024-03-11 Rush Jason Barry Officer A-Award A Common Stock 392 0.00 21,838
2024-03-11 Rodeheaver Carissa Lynn Director / Officer A-Award A Common Stock 619 0.00 42,386
2024-03-11 Fisher Robert L. II Officer A-Award A Common Stock 428 0.00 12,131
2024-02-02 Rush Jason Barry Officer P-Purchase A Common Stock 93 22.53 2.1K 21,446
2024-02-02 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 150 22.53 3.4K 41,713
2024-02-02 Boal Brian R. Director P-Purchase A Common Stock 68 22.53 1.5K 17,107
2024-01-02 Shockley Marisa A. Director P-Purchase A Common Stock 26 23.68 615.68 25,253
2023-12-01 Shockley Marisa A. Director P-Purchase A Common Stock 152 19.72 3.0K 25,127
2023-11-02 Rush Jason Barry Officer P-Purchase A Common Stock 123 16.80 2.1K 21,272
2023-11-02 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 71 16.70 1.2K 41,422
2023-11-02 Boal Brian R. Director P-Purchase A Common Stock 91 16.80 1.5K 17,039
2023-11-01 Shockley Marisa A. Director P-Purchase A Common Stock 178 16.79 3.0K 24,975
2023-10-10 Hessler Kevin Director A-Award A Common Stock 852 0.00 852
2023-10-02 Shockley Marisa A. Director P-Purchase A Common Stock 182 16.47 3.0K 24,797
2023-09-27 Hessler Kevin Director 0 0.00 0
2023-09-01 Shockley Marisa A. Director P-Purchase A Common Stock 176 16.99 3.0K 24,615
2023-08-02 Rush Jason Barry Officer P-Purchase A Common Stock 118 17.26 2.0K 21,038
2023-08-02 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 191 17.26 3.3K 40,891
2023-08-02 Boal Brian R. Director P-Purchase A Common Stock 87 17.26 1.5K 16,948
2023-08-01 Shockley Marisa A. Director P-Purchase A Common Stock 173 17.26 3.0K 24,439
2023-07-05 Shockley Marisa A. Director P-Purchase A Common Stock 210 14.26 3.0K 24,266
2023-06-15 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 261 15.27 4.0K 40,501
2023-06-01 Shockley Marisa A. Director P-Purchase A Common Stock 226 13.24 3.0K 24,056
2023-05-24 Walls H Andrew III Director A-Award A Common Stock 2,133 0.00 47,921
2023-05-24 Shockley Marisa A. Director A-Award A Common Stock 2,133 0.00 23,830
2023-05-24 RUDY IRVIN ROBERT Director A-Award A Common Stock 1,000 0.00 38,000
2023-05-24 Moran Beth Director A-Award A Common Stock 1,000 0.00 25,725
2023-05-24 Milon Patricia Director A-Award A Common Stock 2,133 0.00 8,481
2023-05-24 DiPietro Christy Director A-Award A Common Stock 2,133 0.00 12,131
2023-05-24 Chadha Sanu Director A-Award A Common Stock 2,133 0.00 5,599
2023-05-24 Boal Brian R. Director A-Award A Common Stock 2,133 0.00 16,861
2023-05-24 Barr John F. Director A-Award A Common Stock 2,133 0.00 26,746
2023-05-15 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 300 13.30 4.0K 40,240
2023-05-05 Fisher Robert L. II Officer F-InKind A Common Stock 84 13.16 1.1K 11,703
2023-05-02 Rush Jason Barry Officer P-Purchase A Common Stock 135 14.89 2.0K 20,805
2023-05-02 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 208 14.89 3.1K 39,856
2023-05-02 Boal Brian R. Director P-Purchase A Common Stock 71 14.89 1.1K 14,728
2023-04-18 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 243 16.41 4.0K 39,466
2023-03-27 Fisher Robert L. II Officer F-InKind D Common Stock 120 17.01 2.0K 11,787
2023-03-15 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 226 17.42 3.9K 39,223
2023-03-09 Sturm Tonya K. Officer A-Award A Common Stock 326 0.00 8,486
2023-03-09 Sanders Keith Officer A-Award A Common Stock 314 0.00 12,814
2023-03-09 Rush Jason Barry Officer A-Award A Common Stock 392 0.00 20,566
2023-03-09 Rodeheaver Carissa Lynn Director / Officer A-Award A Common Stock 619 0.00 38,997
2023-03-09 Fisher Robert L. II Officer A-Award A Common Stock 428 0.00 11,907
2023-03-08 Sturm Tonya K. Officer A-Award A Common Stock 782 0.00 8,160
2023-03-08 Sanders Keith Officer A-Award A Common Stock 798 0.00 13,000
2023-03-08 Rush Jason Barry Officer A-Award A Common Stock 830 0.00 20,174
2023-03-08 Rodeheaver Carissa Lynn Director / Officer A-Award A Common Stock 1,574 0.00 38,378
2023-03-08 Fisher Robert L. II Officer A-Award A Common Stock 1,089 0.00 11,479
2023-02-28 Sturm Tonya K. Officer A-Award A Phantom Stock 1,000 0.00 5,850
2023-02-15 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 197 20.22 4.0K 36,804
2023-02-02 Rush Jason Barry Officer P-Purchase A Common Stock 90 19.36 1.7K 19,344
2023-02-02 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 52 19.87 1.0K 36,607
2023-02-02 Boal Brian R. Director P-Purchase A Common Stock 48 19.36 923.72 14,657
2023-02-01 McCullough John Director P-Purchase A Common Stock 495 19.73 9.8K 54,712
2023-01-25 Moran Beth Director A-Award A Common Stock 333 0.00 24,725
2023-01-17 Rodeheaver Carissa Lynn Officer P-Purchase A Common Stock 201 19.84 4.0K 36,338
2022-12-15 Rodeheaver Carissa Lynn Officer P-Purchase A Common Stock 208 19.19 4.0K 36,137
2022-12-05 Moran Beth Director D Common Stock 0 0.00 24,392
2022-11-15 Rodeheaver Carissa Lynn Officer P-Purchase A Common Stock 213 18.68 4.0K 35,929
2022-11-02 Rush Jason Barry Officer P-Purchase A Common Stock 77 19.25 1.5K 19,203
2022-11-02 Rodeheaver Carissa Lynn Officer P-Purchase A Common Stock 109 19.25 2.1K 35,671
2022-11-02 Boal Brian R. Director P-Purchase A Common Stock 41 19.25 784.51 14,609
2022-11-01 McCullough John Director P-Purchase A Common Stock 419 19.27 8.1K 54,218
2022-10-17 Rodeheaver Carissa Lynn Officer P-Purchase A Common Stock 227 17.56 4.0K 35,486
2022-09-15 Rodeheaver Carissa Lynn Director / Officer P-Purchase A Common Stock 226 17.62 4.0K 35,259

Executive team

Top executives
EBIT / Employee
111.8K
Shares Outstanding
6.45M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Carissa L. Rodeheaver, Chairman, President & CEO ​ 503.2K 136.3K 388.4K 14.1K 1.04M 13.08%
2 2025 Jason B. Rush, Senior Vice President, Chief Operating Officer ​ 316.7K 61.8K 151.9K 13.4K 543.8K 11.36%
3 2025 Robert L. Fisher, II, Senior Vice President, Chief Revenue Officer ​ 304.3K 61.1K 150.4K 13.5K 529.3K 11.55%
4 2024 Carissa L. Rodeheaver, Chairman, President & CEO ​ 447.9K 129.0K 226.1K 14.0K 817.0K 15.79%
5 2024 Carissa L. Rodeheaver, Chairman, President & CEO 447.9K 129.0K 226.1K 14.0K 817.0K 15.79%
6 2024 Jason B. Rush, Senior Vice President, Chief Operating Officer ​ 304.5K 57.5K 96.7K 12.7K 471.4K 12.20%
7 2024 Jason B. Rush, Senior Vice President, Chief Operating Officer 304.5K 57.5K 96.7K 12.7K 471.4K 12.20%
8 2024 Robert L. Fisher, II, Senior Vice President, Chief Revenue Officer 295.4K 57.3K 98.3K 12.7K 463.8K 12.36%
9 2024 Robert L. Fisher, II, Senior Vice President, Chief Revenue Officer ​ 295.4K 57.3K 98.3K 12.7K 463.8K 12.36%
10 2023 Carissa L. Rodeheaver, Chairman, President & CEO 430.0K 125.6K 40.8K 13.4K 609.8K 20.60%
11 2023 Robert L. Fisher, II, Senior Vice President, Chief Revenue Officer 286.7K 57.6K 21.5K 14.5K 380.3K 15.15%
12 2023 Jason B. Rush, Senior Vice President, Chief Operating Officer 287.5K 55.0K 21.6K 12.8K 376.9K 14.59%
13 2022 Carissa L. Rodeheaver, Chairman, President & CEO 412.6K 121.9K 185.3K 12.6K 732.4K 16.65%
14 2022 Robert L. Fisher, II, Senior Vice President, Chief Revenue Officer 279.0K 56.2K 103.3K 11.5K 450.0K 12.49%
15 2022 Jason B. Rush, Senior Vice President, Chief Operating Officer 266.3K 51.5K 98.6K 11.9K 428.3K 12.03%
16 2021 Carissa L. Rodeheaver, Chairman, President & CEO 400.6K 59.2K 86.5K 12.8K 559.1K 10.59%
17 2021 Robert L. Fisher, II, Senior Vice President, Chief Revenue Officer 276.9K 40.9K 58.3K 11.0K 387.1K 10.57%
18 2021 Jason B. Rush, Senior Vice President, Chief Operating Officer 253.8K 37.5K 48.1K 11.5K 350.9K 10.69%
19 2020 Carissa L. Rodeheaver, Chairman, President & CEO 394.7K 97.5K 35.5K 11.3K 539.0K 18.09%
20 2020 Robert L. Fisher, II, Senior Vice President, Chief Revenue Officer 272.9K 67.4K 33.3K 10.5K 384.1K 17.55%
21 2020 Jason B. Rush, Senior Vice President, Chief Operating Officer 222.0K 51.0K 28.1K 8.8K 309.9K 16.47%
22 2019 Carissa L. Rodeheaver, Chairman, President & CEO 388.9K 11.1K 400.0K 0.00%
23 2019 Robert L. Fisher, II, Senior Vice President, Chief Revenue Officer 268.9K 10.5K 279.3K 0.00%
24 2019 Jason B. Rush, Senior Vice President, Chief Operating Officer 203.1K 8.1K 211.3K 0.00%
25 2018 Carissa L. Rodeheaver, Chairman, President & CEO 377.6K 5.0K 10.9K 393.5K 0.00%
26 2018 Robert L. Fisher, II, Senior Vice President, Chief Revenue Officer 261.0K 5.0K 11.1K 277.2K 0.00%
27 2018 Jason B. Rush, Senior Vice President, Chief Operating Officer 195.4K 5.0K 8.0K 208.4K 0.00%
28 2017 Carissa L. Rodeheaver, Chairman and Chief Executive Officer 364.5K 10.7K 375.2K 0.00%
29 2017 Carissa L. Rodeheaver, Chairman, President & CEO 364.5K 10.7K 375.2K 0.00%
30 2017 Robert L. Fisher II, Senior Vice President, Chief Lending Officer 253.4K 47.8K 301.3K 0.00%
31 2017 Robert L. Fisher, II, Senior Vice President, Chief Revenue Officer 253.4K 9.8K 263.3K 0.00%
32 2017 Jason B. Rush, Senior Vice President, Chief Operating Officer 188.8K 7.5K 195.8K 0.00%
33 2017 Jason B. Rush, Senior Vice President / Chief Operating Officer 188.8K 7.5K 195.8K 0.00%
34 2016 Carissa L. Rodeheaver, Chairman and Chief Executive Officer 328.7K 10.9K 339.5K 0.00%
35 2016 Carissa L. Rodeheaver, Chairman, President and CEO 328.7K 10.9K 339.5K 0.00%
36 2016 Robert L. Fisher II, Senior Vice President, Chief Lending Officer First United Bank & Trust 249.8K 46.6K 296.4K 0.00%
37 2016 Robert L. Fisher II, Senior Vice President, Chief Lending Officer 249.8K 46.6K 296.4K 0.00%
38 2016 Keith R. Sanders, Senior Vice President, Senior Trust Officer First United Bank & Trust 182.9K 34.9K 217.8K 0.00%
39 2016 Jason B. Rush, Senior Vice President / Chief Operating Officer 172.6K 7.0K 179.6K 0.00%
40 2015 William B. Grant, Chairman & CEO of the Corporation and the Bank 294.5K 10.2K 304.7K 0.00%
41 2015 Robert L. Fisher II, Senior Vice President, Chief Lending Officer First United Bank & Trust 245.8K 45.5K 291.3K 0.00%
42 2015 Carissa L. Rodeheaver, President & CFO of the Corporation and the Bank 250.0K 9.3K 259.3K 0.00%
43 2015 Carissa L. Rodeheaver, Chairman, President and CEO 250.0K 9.3K 259.3K 0.00%
44 2015 Keith R. Sanders, Senior Vice President, Senior Trust Officer First United Bank & Trust 180.0K 35.3K 215.3K 0.00%
45 2015 Keith R. Sanders, Senior Vice President / Senior Trust Officer 180.0K 8.3K 188.3K 0.00%
46 2014 William B. Grant, Chairman & CEO of the Corporation and the Bank 297.8K 10.2K 308.0K 0.00%
47 2014 Carissa L. Rodeheaver, President & CFO of the Corporation and the Bank 220.0K 8.3K 228.3K 0.00%
48 2014 Keith R. Sanders, Senior Vice President / Senior Trust Officer 168.8K 6.4K 175.2K 0.00%
49 2014 Keith R. Sanders, Senior Vice President / Senior Trust Officer of the Bank 168.8K 6.4K 175.2K 0.00%
50 2013 William B. Grant, Chairman & CEO 280.0K 12.1K 292.1K 0.00%
51 2013 William B. Grant, Chairman & CEO of the Corporation and the Bank 280.0K 12.1K 292.1K 0.00%
52 2013 Carissa L. Rodeheaver, President & CFO 202.3K 7.6K 209.9K 0.00%
53 2013 Carissa L. Rodeheaver, President & CFO of the Corporation and the Bank 202.3K 7.6K 209.4K 0.00%
54 2013 Keith R. Sanders, Senior Vice President / Senior Trust Officer of the Bank 163.3K 6.1K 169.3K 0.00%
55 2013 Keith R. Sanders, Senior Vice President / Senior Trust Officer 163.3K 6.1K 169.3K 0.00%
56 2012 William B. Grant, Chairman & CEO 257.5K 9.9K 267.4K 0.00%
57 2012 Carissa L. Rodeheaver, President & CFO 189.4K 7.1K 196.4K 0.00%
58 2012 Keith R. Sanders, Senior Vice President / Senior Trust Officer 158.1K 9.1K 167.2K 0.00%
59 2012 Keith R. Sanders, First Vice President / Senior Trust Officer 158.1K 9.1K 167.2K 0.00%
60 2011 William B. Grant, Chairman & CEO 257.5K 9.8K 267.3K 0.00%
61 2011 Keith R. Sanders, First Vice President / Senior Trust Officer 96.7K 101.7K 198.5K 0.00%
62 2011 Carissa L. Rodeheaver, President & CFO 184.7K 7.0K 191.8K 0.00%
63 2010 William B. Grant, Chairman/CEO/ President 257.5K 5.0K 262.5K 0.00%
64 2010 Carissa L. Rodeheaver, EVP / CFO 182.0K 6.7K 188.7K 0.00%
65 2010 Steven M. Lantz, SVP / Chief Lending Officer 170.0K 6.6K 176.6K 0.00%
66 2009 Robert W. Kurtz, President/CRO 181.3K 291.7K 473.0K 0.00%
67 2009 William B. Grant, Chairman/CEO/ President 257.5K 8.4K 265.9K 0.00%
68 2009 Eugene D. Helbig SVP / Senior Trust Officer 140.0K 106.5K 246.5K 0.00%
69 2009 Carissa L. Rodeheaver, EVP / CFO 182.0K 6.8K 188.8K 0.00%
70 2009 Steven M. Lantz, SVP / Chief Lending Officer 170.0K 7.0K 177.0K 0.00%
71 2009 Robin E. Murray, SVP / Director of Retail Banking 148.0K 5.9K 153.1K 0.00%
72 2008 William B. Grant, Chairman/CEO 257.5K 103.0K 171.2K 531.7K 19.37%
73 2008 William B. Grant, Chairman/CEO/ President 257.5K 103.0K 171.2K 531.7K 19.37%
74 2008 Eugene D. Helbig SVP / Senior Trust Officer 140.0K 28.0K 145.4K 313.4K 8.93%
75 2008 Carissa L. Rodeheaver, EVP / CFO 182.0K 54.6K 52.8K 289.4K 18.87%
76 2008 Steven M. Lantz, SVP / Chief Lending Officer 170.0K 34.0K 81.8K 285.8K 11.90%
77 2008 Robert W. Kurtz, President/CRO 176.0K 52.8K 3.3K 232.1K 22.75%
78 2008 Robin E. Murray, SVP / Director of Retail Banking 148.0K 29.6K 46.1K 223.7K 13.23%
79 2007 William B. Grant, Chairman/CEO 250.0K 100.0K 9.7K 359.7K 0.00%
80 2007 William B. Grant, Chairman/CEO/ President 250.0K 100.0K 9.7K 359.7K 0.00%
81 2007 Robin E. Murray, SVP / Director of Retail Banking 140.0K 25.8K 145.6K 311.4K 0.00%
82 2007 Carissa L. Rodeheaver, EVP / CFO 145.8K 29.5K 64.0K 239.3K 0.00%
83 2007 Robert W. Kurtz, President/CRO 170.0K 51.0K 3.6K 224.6K 0.00%
84 2007 Carissa L. Rodeheaver, SVP / CFO 145.8K 29.5K 41.6K 216.9K 0.00%
85 2007 Eugene D. Helbig, SVP / Senior Trust Officer 125.0K 25.0K 60.9K 210.9K 0.00%
86 2007 Steven M. Lantz, SVP / Chief Lending Officer 162.5K 32.5K 7.1K 202.1K 0.00%
87 2007 Eugene D. Helbig SVP / Senior Trust Officer 125.0K 25.0K 6.7K 156.7K 0.00%
88 2006 William B. Grant, Chairman/CEO 250.0K 770.2K 1.02M 0.00%
89 2006 Robert W. Kurtz, President/CRO 163.3K 336.4K 499.7K 0.00%
90 2006 Steven M. Lantz, SVP / Chief Lending Officer 162.5K 214.7K 377.2K 0.00%
91 2006 Robin E. Murray, SVP / Director of Retail Banking 116.7K 105.5K 222.2K 0.00%
92 2006 Steven M. Lantz, Senior Vice President and Chief Lending Officer 162.5K 47.1K 209.6K 0.00%
93 2006 Eugene D. Helbig, Senior Vice President and Senior Trust Officer 125.0K 69.4K 194.4K 0.00%
94 2006 Eugene D. Helbig, SVP / Senior Trust Officer 125.0K 69.4K 194.4K 0.00%
95 2006 Carissa L. Rodeheaver, SVP / CFO 115.6K 72.7K 188.2K 0.00%
96 2006 Carissa L. Rodeheaver, Senior Vice President / CFO 115.6K 72.7K 188.2K 0.00%
97 2006 Carissa L. Rodeheaver, EVP / CFO 115.6K 50.3K 165.9K 0.00%
98 2005 William B. Grant Chairman of the Board and Chief Executive Officer 179.5K 105.1K 6.1K 290.7K 0.00%
99 2005 Robert W. Kurtz President, Chief Risk Officer and Secretary/Treasurer 132.9K 83.8K 2.2K 218.9K 0.00%
100 2005 Steven M. Lantz Senior Vice President and Senior Lending Officer 96.0K 107.9K 6.3K 210.2K 0.00%
101 2005 Frederick A. Thayer, IV Senior Vice President and Director of Retail Banking 80.7K 83.6K 4.8K 169.1K 0.00%
102 2005 Eugene D. Helbig, Jr. Senior Vice President and Senior Trust Officer 87.4K 72.9K 5.2K 165.4K 0.00%
103 2004 Steven M. Lantz Senior Vice President and Senior Lending Officer 95.9K 94.2K 6.8K 196.9K 0.00%
104 2004 William B. Grant Chairman of the Board and Chief Executive Officer 179.5K 8.0K 187.5K 0.00%
105 2004 Robert W. Kurtz President, Chief Risk Officer and Secretary/Treasurer 132.9K 24.3K 2.3K 159.6K 0.00%
106 2004 Eugene D. Helbig, Jr. Senior Vice President and Senior Trust Officer 87.0K 48.3K 5.3K 140.5K 0.00%
107 2004 Frederick A. Thayer, IV Senior Vice President and Director of Retail Banking 80.7K 51.1K 5.2K 137.1K 0.00%
108 2003 William B. Grant Chairman of the Board and Chief Executive Officer 179.7K 43.8K 5.3K 228.8K 0.00%
109 2003 Steven M. Lantz Senior Vice President and Senior Lending Officer 95.9K 87.0K 5.9K 188.7K 0.00%
110 2003 Robert W. Kurtz President, Chief Risk Officer and Secretary/Treasurer 133.0K 48.9K 1.9K 183.8K 0.00%
111 2003 Frederick A. Thayer, IV Senior Vice President and Director of Retail Banking 80.8K 71.2K 5.0K 157.0K 0.00%
112 2003 Eugene D. Helbig, Jr. Senior Vice President and Senior Trust Officer 85.7K 52.9K 4.8K 143.4K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-25 DEFA14A
2026-03-25 DEF 14A
2026-03-13 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-28 8-K/A

Executive team

NameTitleCompensationGender
Carissa L. Rodeheaver Executive Chairman 905.7K female
Jason Rush Chairman of the Board, President & CEO 482.0K male
Robert L. Fisher Executive VP & Chief Banking Officer of First United Bank 468.2K male
Anthony Tasker Senior Vice President & Chief Operating Officer 413.9K male
Keith R. Sanders Executive VP & Chief Wealth Officer of First United Bank 217.8K male
Julie W. Peterson Executive VP & Chief Credit Officer of First United Bank female
Tonya K. Sturm Executive VP, CFO, Secretary & Treasurer female
ESG Rating
B
BANKS - REGIONAL
Rank: 70 out of 431
2018
E (Environmental)
61.3 / 64.3
Company / Sector avg.
S (Social)
70.6 / 76.5
Company / Sector avg.
G (Governance)
69.9 / 75.5
Company / Sector avg.
ESG Total
67.3 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits