First United Corporation (FUNC)
Oakland, MD, US
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.
Based on only 1 article — low confidence
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No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.38% | +5.55% | +6.40% | +11.47% | +3.56% | +5.61% | +31.58% | +196.18% | +116.07% | +282.40% | +308.47% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | +1 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 2 |
26.50
-41.4%
|
-
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)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 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
|
| 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
Ownership Overview
| # | 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)
| # | 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 |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for FUNC
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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