Subscribe

HBT Financial, Inc. (HBT)

USD32.18 -0.56 (-1.71%)
US NASDAQ Financial Services Banks - Regional
Address 401 North Hershey Road 61704
Bloomington, IL, US
CEO J. Lance Carter
IPO 2019-10-11
CIK 775215 ISIN US4041111067

Explore sections of this company profile

Description

HBT Financial, Inc. operates as the bank holding company for Heartland Bank and Trust Company, offering a comprehensive suite of financial products and services. They cater to a diverse client base, including individuals, businesses, and municipal entities, providing retail, commercial, and business banking solutions. Their deposit offerings encompass a variety of options, such as non-interest and interest-bearing demand accounts, money market accounts, savings accounts, certificates of deposit (CDs), health savings accounts (HSAs), and individual retirement accounts (IRAs). The company's extensive lending portfolio spans commercial real estate (both owner-occupied and investment properties), construction and land development, multi-family housing, commercial and industrial (C&I) loans, agricultural and farmland financing, and one-to-four family residential mortgages, as well as municipal and consumer loans. Beyond traditional banking, HBT Financial also provides robust wealth management services. These include financial planning for consumers, trusts, and estates; trustee and custodial responsibilities; investment management; corporate retirement plan consulting and administration; and retail brokerage. Further extending its offerings, the company provides specialized services like farmland management, sales, and crop insurance, in addition to treasury management solutions. It also originates residential mortgage loans and subsequently sells them. Modern digital banking solutions are readily available, encompassing online and mobile banking platforms, various digital payment services, and personal financial management tools. The company maintains an extensive branch network, with 57 locations situated across Central and Northeastern Illinois, complemented by four branches in Eastern Iowa. Established in 1920, HBT Financial, Inc. was originally known as Heartland Bancorp, Inc., before adopting its current name in September 2019. The company's headquarters are located in Bloomington, Illinois.

News Sentiment (7d)
41 Neutral

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Date Filing
NXT Bank 2021-08-11 View
COUNTRY 2022-10-14 View
Technical Outlook
Loading outlook…
Loading forecast...
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD32.18 -0.56 (-1.71%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
127.4K
Beta
0.53
Float Shares
14.12M
Free Float %
44.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.03% +0.25% +3.13% +6.19% +18.31% +10.75% +22.35% +58.53% +58.09% +84.23% +84.23%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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 (6 ratings, all time) Buy
Price Targets & DCF
Current price
32.18
Low 30.00 -6.8%
Consensus 31.00 -3.7%
Median 31.00 -3.7%
High 32.00 -0.6%
DCF (Unlevered) 53.70 +66.9%
DCF (Levered) 55.95 +73.9%

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) 60% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 1 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
32.00
-0.6%
Last Year 4
29.13
-9.5%
All Time 9
26.11
-18.9%
Quality scores
Altman Z-Score
0.45
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    +2.8% Q1'26: +14.8% (vs Q1'25)
  • EPS growth
    +8.0% Q1'26: -43.3% (vs Q1'25)
  • FCF margin
    Q1'26: +31.2% (vs Q1'25)
  • EBIT margin
    Q1'26: +18.2% (vs Q1'25)
  • ROIC
    Q1'26: -27.7% (vs Q1'25)
  • Share dilution
    -0.9% Q1'26: +4.6% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 2.56× (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 (0.52) × ERP
WACC = 93% × Ke + 7% × Kd (87.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 53.70 Current price: 32.18
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 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
4 EPS Ana.
Dec 2027
4 Rev. Ana.
4 EPS Ana.
Revenue
173.85M
est: 167.22M (+4.0%)
156.77M
est: 153.86M (+1.9%)
164.23M
est: 159.12M (+3.2%)
186.72M
est: 179.41M (+4.1%)
263.64M
est: 213.79M (+23.3%)
285.22M
est: 227.72M (+25.2%)
293.33M
est: 239.41M (+22.5%)
312.15M
311.75M – 312.55M
+30.4% YoY
331.83M
328.33M – 335.33M
+6.3% YoY
EBITDA
76.25M
est: 66.31M (+15.0%)
53.75M
est: 56.79M (-5.4%)
80.69M
est: 69.12M (+16.7%)
80.11M
est: 73.99M (+8.3%)
94.36M
est: 86.09M (+9.6%)
103.17M
est: 91.70M (+12.5%)
109.58M
est: 96.41M (+13.7%)
125.70M
125.54M – 125.86M
+30.4% YoY
133.63M
132.22M – 135.04M
+6.3% YoY
EBIT
72.12M
est: 62.47M (+15.5%)
49.57M
est: 57.48M (-13.8%)
76.56M
est: 65.36M (+17.1%)
76.19M
est: 71.89M (+6.0%)
88.58M
est: 81.58M (+8.6%)
97.38M
est: 86.90M (+12.1%)
104.51M
est: 91.35M (+14.4%)
119.11M
118.96M – 119.26M
+30.4% YoY
126.62M
125.28M – 127.96M
+6.3% YoY
Net Income
66.87M
est: 97.04M (-31.1%)
36.85M
est: 34.41M (+7.1%)
56.27M
est: 45.38M (+24.0%)
56.46M
est: 49.13M (+14.9%)
65.84M
est: 71.47M (-7.9%)
71.78M
est: 71.70M (+0.1%)
77.01M
est: 78.79M (-2.3%)
93.68M
90.79M – 93.92M
+18.9% YoY
97.32M
94.18M – 100.46M
+3.9% YoY
SGA
68.53M
est: 57.64M (+18.9%)
62.31M
est: 68.36M (-8.9%)
59.90M
est: 55.06M (+8.8%)
65.06M
est: 63.58M (+2.3%)
84.81M
est: 70.37M (+20.5%)
83.02M
est: 74.96M (+10.7%)
93.84M
est: 78.80M (+19.1%)
102.75M
102.62M – 102.88M
+30.4% YoY
109.23M
108.07M – 110.38M
+6.3% YoY
EPS
3.33
est: 3.06 (+8.8%)
1.34
est: 1.34 (+0.0%)
2.02
est: 1.97 (+2.3%)
2.09
est: 2.04 (+2.4%)
2.08
est: 2.25 (-7.8%)
2.27
est: 2.28 (-0.5%)
2.44
est: 2.50 (-2.5%)
2.94
2.89 – 2.99
+17.5% YoY
3.07
3.00 – 3.20
+4.4% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-28 DA Davidson Neutral Neutral Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 5/5 3/5 3/5 3/5 2/5 2/5
2026-05-27 B+ 3/5 5/5 3/5 3/5 3/5 2/5 2/5
2026-05-26 B+ 3/5 5/5 3/5 3/5 3/5 2/5 2/5
2026-05-22 B+ 3/5 5/5 3/5 3/5 3/5 2/5 2/5
2026-05-21 B+ 3/5 5/5 3/5 3/5 3/5 2/5 2/5
2026-05-20 B+ 3/5 5/5 3/5 3/5 3/5 2/5 2/5
2026-05-19 B+ 3/5 5/5 3/5 3/5 3/5 2/5 2/5
2026-05-18 B+ 3/5 5/5 3/5 3/5 3/5 2/5 2/5
2026-05-15 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-14 B+ 3/5 5/5 3/5 3/5 3/5 2/5 2/5
2026-05-13 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-12 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-11 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-08 B+ 3/5 4/5 3/5 4/5 3/5 2/5 2/5
2026-05-07 B+ 3/5 4/5 3/5 4/5 3/5 2/5 2/5
2026-05-06 B+ 3/5 4/5 3/5 4/5 3/5 2/5 2/5
2026-05-05 B+ 3/5 4/5 3/5 4/5 3/5 2/5 2/5
2026-05-04 B+ 3/5 4/5 3/5 4/5 3/5 2/5 2/5
2026-05-01 B 3/5 4/5 3/5 4/5 2/5 2/5 2/5
2026-04-30 B 3/5 4/5 3/5 4/5 2/5 2/5 2/5
2026-04-29 B 3/5 4/5 3/5 4/5 2/5 2/5 2/5
2026-04-28 B 3/5 4/5 3/5 4/5 2/5 2/5 2/5
2026-04-27 B 3/5 5/5 3/5 4/5 1/5 2/5 2/5
2026-04-24 A 4/5 5/5 4/5 5/5 3/5 3/5 2/5
2026-04-23 A- 4/5 5/5 4/5 5/5 2/5 3/5 2/5
2026-04-22 A- 4/5 5/5 4/5 5/5 2/5 3/5 2/5
2026-04-21 A- 4/5 5/5 4/5 5/5 2/5 3/5 2/5
2026-04-20 A- 4/5 5/5 4/5 5/5 2/5 3/5 2/5
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
75.23M
OE per share TTM
2.34
Owner's Yield
7.92%
Maintenance CapEx ratio
1.64%
Maint CapEx / Avg PPE
27.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
127
Total invested
216.99M
Insider transactions (90d)
2
Beneficial owners (>5%)
4
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Fred L. Drake 17.21M 62.70% 17.21M 17.21M IN United States 2020-02-14
2 Heartland Bancorp, Inc. Voting Trust U/A/D 5/4/2016 17.21M 62.70% 17.21M OO Delaware 2020-02-14
3 Allen C. Drake 6.15M 22.40% IN United States 2020-02-14
4 (1)Names of reporting persons. BlackRock, Inc. 1.80M 5.70% 1.60M 1.80M HC Delaware 2024-01-29

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
127
+14 vs prev Q
New positions
22
Closed positions
9
Increased
64
Reduced
36
Put/Call ratio
0.00
Calls held
Puts held
7.9K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 1.64M -48.6K (-2.9%) 42.41M -158.7K (-0.4%) 5.22% -0.142 pp 0.00% +0.000 pp USD21.88 +18.1% 6 qtrs
2 VANGUARD GROUP INC 671.0K +6.5K (+1.0%) 17.35M +600.1K (+3.6%) 2.13% +0.026 pp 0.00% +0.000 pp USD19.89 +30.0% 25 qtrs
3 DIMENSIONAL FUND ADVISORS LP 545.8K +22.0K (+4.2%) 14.11M +911.2K (+6.9%) 1.74% +0.074 pp 0.00% +0.000 pp USD19.92 +29.8% 21 qtrs
4 MANUFACTURERS LIFE INSURANCE COMPANY, THE 498.1K -9.5K (-1.9%) 12.88M +85.4K (+0.7%) 1.58% -0.026 pp 0.01% +0.000 pp USD18.34 +40.9% 25 qtrs
5 LPL FINANCIAL LLC 318.4K +9.9K (+3.2%) 8.23M +455.8K (+5.9%) 1.01% +0.034 pp 0.00% +0.000 pp USD22.02 +17.4% 5 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 288.5K +16.6K (+6.1%) 7.46M +606.8K (+8.9%) 0.92% +0.055 pp 0.00% +0.000 pp USD19.07 +35.6% 25 qtrs
7 STATE STREET CORP 283.0K -1.6K (-0.6%) 7.32M +144.1K (+2.0%) 0.90% -0.003 pp 0.00% +0.000 pp USD16.85 +53.4% 25 qtrs
8 AMERICAN CENTURY COMPANIES INC 272.9K +19.0K (+7.5%) 7.06M +657.0K (+10.3%) 0.87% +0.063 pp 0.00% +0.000 pp USD21.36 +21.0% 21 qtrs
9 ROYCE & ASSOCIATES LP 270.9K -17.2K (-6.0%) 7.00M -257.4K (-3.5%) 0.86% -0.053 pp 0.07% -0.001 pp USD16.85 +53.4% 25 qtrs
10 ADAGE CAPITAL PARTNERS GP, L.L.C. 257.6K +87.1K (+51.1%) 6.66M +2.4M (+55.0%) 0.82% +0.278 pp 0.01% +0.003 pp USD22.62 +14.3% 25 qtrs
11 SIENA CAPITAL PARTNERS GP, LLC 182.3K +— (+0.0%) 4.71M +118.5K (+2.6%) 0.58% +0.001 pp 1.27% -0.050 pp USD19.31 +33.9% 12 qtrs
12 LSV ASSET MANAGEMENT 170.2K -20.3K (-10.7%) 4.40M -401.0K (-8.4%) 0.54% -0.063 pp 0.01% -0.001 pp USD20.98 +23.2% 8 qtrs
13 NORTHERN TRUST CORP 132.3K -7.9K (-5.6%) 3.42M -112.7K (-3.2%) 0.42% -0.024 pp 0.00% +0.000 pp USD20.22 +27.8% 25 qtrs
14 JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. 92.5K +— (+0.0%) 3.25M +127.7K (+4.1%) 0.29% +0.001 pp 3.01% +0.011 pp USD23.81 +8.6% 6 qtrs
15 BANK OF NEW YORK MELLON CORP 123.1K -13.7K (-10.0%) 3.18M -264.2K (-7.7%) 0.39% -0.042 pp 0.00% 0.000 pp USD16.72 +54.6% 25 qtrs
16 ACADIAN ASSET MANAGEMENT LLC 119.4K +918.0 (+0.8%) 3.08M +100.0K (+3.4%) 0.38% +0.004 pp 0.01% 0.000 pp USD18.51 +39.7% 23 qtrs
17 MORGAN STANLEY 106.1K +24.7K (+30.4%) 2.74M +692.6K (+33.8%) 0.34% +0.079 pp 0.00% +0.000 pp USD21.98 +17.6% 25 qtrs
18 JOHNSON INVESTMENT COUNSEL INC 99.5K +— (+0.0%) 2.57M +64.7K (+2.6%) 0.32% +0.001 pp 0.02% +0.000 pp USD22.45 +15.1% 4 qtrs
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 97.3K -74.0 (-0.1%) 2.52M +61.4K (+2.5%) 0.31% +0.001 pp 0.00% +0.000 pp USD18.53 +39.5% 25 qtrs
20 CAPTRUST FINANCIAL ADVISORS 96.6K +65.0 (+0.1%) 2.50M +64.5K (+2.6%) 0.31% +0.001 pp 0.00% 0.000 pp USD22.42 +15.3% 4 qtrs
21 GOLDMAN SACHS GROUP INC 74.2K +21.1K (+39.8%) 1.92M +580.6K (+43.4%) 0.24% +0.068 pp 0.00% +0.000 pp USD23.50 +10.0% 25 qtrs
22 LOS ANGELES CAPITAL MANAGEMENT LLC 71.6K +10.2K (+16.7%) 1.73M +180.6K (+11.7%) 0.23% +0.033 pp 0.01% +0.001 pp USD20.62 +25.4% 24 qtrs
23 BARCLAYS PLC 56.3K -683.0 (-1.2%) 1.46M +208.6K (+16.7%) 0.18% -0.002 pp 0.00% +0.000 pp USD20.54 +25.9% 16 qtrs
24 RENAISSANCE TECHNOLOGIES LLC 49.6K +8.5K (+20.7%) 1.28M +246.4K (+23.8%) 0.16% +0.027 pp 0.00% +0.001 pp USD23.25 +11.2% 8 qtrs
25 QUBE RESEARCH & TECHNOLOGIES LTD 48.7K +15.1K (+45.0%) 1.26M +412.5K (+48.8%) 0.15% +0.048 pp 0.00% +0.000 pp USD25.40 +1.8% 3 qtrs
26 MARTINGALE ASSET MANAGEMENT L P 45.8K -19.0 (0.0%) 1.18M +29.3K (+2.5%) 0.15% +0.000 pp 0.03% +0.001 pp USD18.82 +37.4% 24 qtrs
27 TWO SIGMA INVESTMENTS, LP 39.7K +12.5K (+45.9%) 1.03M +341.0K (+49.7%) 0.13% +0.040 pp 0.00% +0.000 pp USD22.99 +12.4% 10 qtrs
28 JANE STREET GROUP, LLC 37.4K -6.1K (-14.1%) 965.8K -130.5K (-11.9%) 0.12% -0.019 pp 0.00% +0.000 pp USD24.69 +4.7% 7 qtrs
29 AMERIPRISE FINANCIAL INC 36.6K -5.6K (-13.2%) 946.3K -116.7K (-11.0%) 0.12% -0.017 pp 0.00% +0.000 pp USD23.70 +9.1% 4 qtrs
30 WELLS FARGO & COMPANY/MN 36.4K +27.7K (+315.1%) 942.2K +721.0K (+325.8%) 0.12% +0.088 pp 0.00% +0.000 pp USD24.63 +5.0% 25 qtrs
31 AQR CAPITAL MANAGEMENT LLC 35.7K -587.0 (-1.6%) 921.9K +8.4K (+0.9%) 0.11% -0.002 pp 0.00% 0.000 pp USD23.81 +8.6% 6 qtrs
32 NUVEEN, LLC 34.6K +5.9K (+20.7%) 893.3K +172.0K (+23.9%) 0.11% +0.019 pp 0.00% +0.000 pp USD23.00 +12.4% 4 qtrs
33 CI PRIVATE WEALTH, LLC 32.0K +14.0 (+0.0%) 828.1K +21.2K (+2.6%) 0.10% +0.000 pp 0.00% 0.000 pp USD19.87 +30.1% 8 qtrs
34 TREXQUANT INVESTMENT LP 29.0K +11.9K (+70.1%) 749.4K +319.8K (+74.4%) 0.09% +0.038 pp 0.01% +0.002 pp USD24.34 +6.2% 5 qtrs
35 JPMORGAN CHASE & CO 28.9K -2.5K (-8.0%) 746.0K -44.1K (-5.6%) 0.09% -0.008 pp 0.00% +0.000 pp USD20.87 +23.9% 25 qtrs
36 MILLENNIUM MANAGEMENT LLC 26.6K -7.1K (-21.0%) 686.5K -160.6K (-19.0%) 0.08% -0.022 pp 0.00% 0.000 pp USD23.75 +8.8% 9 qtrs
37 SWISS NATIONAL BANK 24.4K +— (+0.0%) 630.7K +15.9K (+2.6%) 0.08% +0.000 pp 0.00% +0.000 pp USD19.19 +34.7% 13 qtrs
38 ZACKS INVESTMENT MANAGEMENT 22.0K +— (+0.0%) 568.9K +14.3K (+2.6%) 0.07% +0.000 pp 0.00% +0.000 pp USD19.16 +34.9% 13 qtrs
39 CITADEL ADVISORS LLC 21.9K -6.9K (-23.8%) 566.6K -158.5K (-21.9%) 0.07% -0.022 pp 0.00% +0.000 pp USD25.20 +2.6% 9 qtrs
40 EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT 21.9K +2.7K (+13.9%) 565.5K +81.5K (+16.8%) 0.07% +0.009 pp 0.01% +0.000 pp USD25.28 +2.3% 2 qtrs
41 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 21.0K -244.0 (-1.1%) 543.4K +7.5K (+1.4%) 0.07% -0.001 pp 0.00% 0.000 pp USD21.93 +17.9% 6 qtrs
42 HENNION & WALSH ASSET MANAGEMENT, INC. 20.7K +1.1K (+5.4%) 535.4K +40.3K (+8.1%) 0.07% +0.004 pp 0.02% +0.001 pp USD23.65 +9.3% 11 qtrs
43 HSBC HOLDINGS PLC 19.9K +3.1K (+18.8%) 517.6K +99.6K (+23.8%) 0.06% +0.010 pp 0.00% +0.000 pp USD20.63 +25.3% 25 qtrs
44 HICKORY POINT BANK & TRUST 20.0K +— (+0.0%) 517.0K +13.0K (+2.6%) 0.06% +0.000 pp 0.38% -0.002 pp USD21.90 +18.0% 5 qtrs
45 TWO SIGMA ADVISERS, LP 18.8K -500.0 (-2.6%) 486.0K -380.0 (-0.1%) 0.06% -0.001 pp 0.00% +0.000 pp USD19.97 +29.4% 25 qtrs
46 BANC FUNDS CO LLC 18.4K +— (+0.0%) 475.7K +12.0K (+2.6%) 0.06% +0.000 pp 0.09% +0.013 pp USD17.18 +50.5% 25 qtrs
47 JACOBS LEVY EQUITY MANAGEMENT, INC 17.9K -36.0 (-0.2%) 463.1K +10.7K (+2.4%) 0.06% +0.000 pp 0.00% +0.000 pp USD15.08 +71.4% 23 qtrs
48 QUANTINNO CAPITAL MANAGEMENT LP 17.4K +7.6K (+76.8%) 450.2K +201.9K (+81.3%) 0.06% +0.024 pp 0.00% +0.000 pp USD25.48 +1.5% 2 qtrs
49 PANAGORA ASSET MANAGEMENT INC 17.4K -2.5K (-12.6%) 450.0K -51.7K (-10.3%) 0.06% -0.008 pp 0.00% 0.000 pp USD19.90 +29.9% 23 qtrs
50 HEARTLAND BANK & TRUST CO 16.8K +4.9K (+41.8%) 433.2K +135.4K (+45.5%) 0.05% +0.016 pp 0.18% +0.060 pp USD18.57 +39.2% 21 qtrs
51 BANK OF AMERICA CORP /DE/ 16.7K +4.2K (+33.3%) 432.1K +116.2K (+36.8%) 0.05% +0.013 pp 0.00% +0.000 pp USD22.75 +13.6% 25 qtrs
52 RHUMBLINE ADVISERS 15.6K -3.8K (-19.5%) 402.7K -84.8K (-17.4%) 0.05% -0.012 pp 0.00% 0.000 pp USD18.55 +39.4% 15 qtrs
53 RUSSELL INVESTMENTS GROUP, LTD. 14.7K -1.4K (-8.7%) 381.2K -25.5K (-6.3%) 0.05% -0.004 pp 0.00% +0.000 pp USD19.63 +31.7% 25 qtrs
54 ALLIANCEBERNSTEIN L.P. 14.0K +— (+0.0%) 362.9K +9.1K (+2.6%) 0.04% +0.000 pp 0.00% +0.000 pp USD21.03 +22.9% 25 qtrs
55 FMR LLC 13.4K +4.4K (+48.5%) 345.5K +118.7K (+52.4%) 0.04% +0.014 pp 0.00% +0.000 pp USD23.45 +10.2% 16 qtrs
56 TEACHER RETIREMENT SYSTEM OF TEXAS 13.3K -1.2K (-8.2%) 343.8K -21.4K (-5.9%) 0.04% -0.004 pp 0.00% 0.000 pp USD21.97 +17.7% 6 qtrs
57 FIRST TRUST ADVISORS LP 12.5K -5.0K (-28.4%) 323.2K -117.0K (-26.6%) 0.04% -0.016 pp 0.00% 0.000 pp USD22.09 +17.0% 11 qtrs
58 STIFEL FINANCIAL CORP 12.5K +— (+0.0%) 322.5K +8.1K (+2.6%) 0.04% +0.000 pp 0.00% +0.000 pp USD19.02 +35.9% 25 qtrs
59 INVESCO LTD. 12.3K -1.5K (-11.1%) 318.4K -30.9K (-8.8%) 0.04% -0.005 pp 0.00% +0.000 pp USD19.37 +33.5% 13 qtrs
60 SEI INVESTMENTS CO 10.6K +14.0 (+0.1%) 273.9K +7.2K (+2.7%) 0.03% +0.000 pp 0.00% +0.000 pp USD21.91 +18.0% 5 qtrs
61 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 10.6K -2.6K (-19.9%) 272.9K -59.1K (-17.8%) 0.03% -0.008 pp 0.00% 0.000 pp USD19.12 +35.2% 25 qtrs
62 GLOBEFLEX CAPITAL L P 9.8K +— (+0.0%) 252.1K +6.3K (+2.6%) 0.03% +0.000 pp 0.04% +0.001 pp USD21.48 +20.3% 16 qtrs
63 MEREDITH WEALTH PLANNING 9.6K +— (+0.0%) 248.0K +6.2K (+2.6%) 0.03% +0.000 pp 0.07% -0.003 pp USD21.88 +18.1% 6 qtrs
64 UBS ASSET MANAGEMENT AMERICAS INC 9.3K +54.0 (+0.6%) 240.9K +7.4K (+3.2%) 0.03% +0.000 pp 0.00% +0.000 pp USD22.87 +13.0% 7 qtrs
65 LEGAL & GENERAL GROUP PLC 9.1K -2.7K (-23.1%) 234.5K -62.8K (-21.1%) 0.03% -0.009 pp 0.00% +0.000 pp USD19.68 +31.4% 25 qtrs
66 PRUDENTIAL FINANCIAL INC 9.0K +9.0K (+100.0%) 232.1K +232.1K (+100.0%) 0.03% +0.029 pp 0.00% +0.000 pp USD25.85 +0.0% 1 qtrs NEW
67 MARINER, LLC 8.0K +2.0 (+0.0%) 207.2K +5.3K (+2.6%) 0.03% +0.000 pp 0.00% +0.000 pp USD21.88 +18.1% 6 qtrs
68 INTEGRATED QUANTITATIVE INVESTMENTS LLC 7.9K -955.0 (-10.7%) 205.5K -18.9K (-8.4%) 0.03% -0.003 pp 0.04% -0.020 pp USD25.20 +2.6% 2 qtrs
69 METLIFE INVESTMENT MANAGEMENT, LLC 7.7K +— (+0.0%) 197.9K +5.0K (+2.6%) 0.02% +0.000 pp 0.00% +0.000 pp USD19.36 +33.5% 13 qtrs
70 CANADA PENSION PLAN INVESTMENT BOARD 7.5K +7.5K (+100.0%) 193.9K +193.9K (+100.0%) 0.02% +0.024 pp 0.00% +0.000 pp USD25.85 +0.0% 1 qtrs NEW
71 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 5.3K -16.0 (-0.3%) 137.1K +3.0K (+2.3%) 0.02% +0.000 pp 0.00% +0.000 pp USD20.39 +26.8% 7 qtrs
72 DEUTSCHE BANK AG\ 5.2K +— (+0.0%) 134.0K +3.4K (+2.6%) 0.02% +0.000 pp 0.00% +0.000 pp USD21.87 +18.2% 25 qtrs
73 CITIGROUP INC 5.0K +2.4K (+95.9%) 128.4K +64.5K (+101.0%) 0.02% +0.008 pp 0.00% +0.000 pp USD23.59 +9.6% 25 qtrs
74 BNP PARIBAS ARBITRAGE, SNC 4.7K +798.0 (+20.5%) 121.2K +23.2K (+23.6%) 0.01% +0.003 pp 0.00% +0.000 pp USD23.67 +9.2% 5 qtrs
75 NEW YORK STATE COMMON RETIREMENT FUND 4.3K +— (+0.0%) 111.5K +2.8K (+2.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD18.97 +36.3% 25 qtrs
76 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 3.6K +— (+0.0%) 93.5K +2.4K (+2.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD21.90 +18.0% 5 qtrs
77 GREAT WEST LIFE ASSURANCE CO /CAN/ 3.1K +39.0 (+1.3%) 80.0K +4.0K (+5.3%) 0.01% +0.000 pp 0.00% +0.000 pp USD20.42 +26.6% 21 qtrs
78 CWM, LLC 2.8K -94.0 (-3.2%) 73.0K -1.0K (-1.4%) 0.01% 0.000 pp 0.00% +0.000 pp USD23.29 +11.0% 7 qtrs
79 KLP KAPITALFORVALTNING AS 2.6K +— (+0.0%) 67.2K +1.7K (+2.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD21.90 +18.0% 5 qtrs
80 STATE OF ALASKA, DEPARTMENT OF REVENUE 1.8K +539.0 (+42.4%) 45.0K +13.0K (+40.6%) 0.01% +0.002 pp 0.00% +0.000 pp USD25.39 +1.8% 2 qtrs
81 UBS GROUP AG 1.6K -6.6K (-80.7%) 40.7K -164.7K (-80.2%) 0.01% -0.021 pp 0.00% +0.000 pp USD22.55 +14.6% 17 qtrs
82 ROCKEFELLER CAPITAL MANAGEMENT L.P. 1.0K +9.0 (+0.9%) 26.8K +900.0 (+3.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD25.20 +2.6% 2 qtrs
83 AMERITAS INVESTMENT PARTNERS, INC. 957.00 +— (+0.0%) 24.7K +622.0 (+2.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.68 +38.4% 25 qtrs
84 ADVISORNET FINANCIAL, INC 790.00 +— (+0.0%) 20.4K +514.0 (+2.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD20.11 +28.5% 7 qtrs
85 STERLING CAPITAL MANAGEMENT LLC 660.00 -130.0 (-16.5%) 17.1K -2.8K (-14.3%) 0.00% 0.000 pp 0.00% +0.000 pp USD24.28 +6.5% 6 qtrs
86 JONES FINANCIAL COMPANIES LLLP 554.00 +— (+0.0%) 14.3K +116.0 (+0.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD21.95 +17.8% 5 qtrs
87 EVERSOURCE WEALTH ADVISORS, LLC 501.00 +— (+0.0%) 13.0K +326.0 (+2.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD25.13 +2.9% 5 qtrs
88 EVOLUTION WEALTH MANAGEMENT INC. 500.00 +— (+0.0%) 12.9K +325.0 (+2.6%) 0.00% +0.000 pp 0.01% -0.002 pp USD25.21 +2.5% 3 qtrs
89 GAMMA INVESTING LLC 472.00 -82.0 (-14.8%) 12.2K -1.8K (-12.6%) 0.00% 0.000 pp 0.00% 0.000 pp USD24.52 +5.4% 7 qtrs
90 TOWER RESEARCH CAPITAL LLC (TRC) 389.00 -143.0 (-26.9%) 10.1K -3.4K (-25.0%) 0.00% -0.001 pp 0.00% 0.000 pp USD24.74 +4.5% 23 qtrs
91 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 388.00 +388.0 (+100.0%) 10.0K +10.0K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD25.85 +0.0% 1 qtrs NEW
92 AMALGAMATED BANK 360.00 -107.0 (-22.9%) 9.0K -3.0K (-25.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD18.65 +38.6% 16 qtrs
93 ROYAL BANK OF CANADA 342.00 -449.0 (-56.8%) 9.0K -11.0K (-55.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD17.93 +44.2% 22 qtrs
94 IFP ADVISORS, INC 311.00 -247.0 (-44.3%) 8.0K -6.0K (-42.8%) 0.00% -0.001 pp 0.00% 0.000 pp USD23.12 +11.8% 8 qtrs
95 HARBOR CAPITAL ADVISORS, INC. 295.00 -5.0 (-1.7%) 8.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD22.15 +16.7% 6 qtrs
96 NEWEDGE ADVISORS, LLC 300.00 +— (+0.0%) 7.8K +195.0 (+2.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD19.57 +32.1% 13 qtrs
97 MASSMUTUAL TRUST CO FSB/ADV 282.00 +— (+0.0%) 7.3K +184.0 (+2.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD22.02 +17.4% 5 qtrs
98 VERSANT CAPITAL MANAGEMENT, INC 160.00 -85.0 (-34.7%) 4.1K -2.0K (-33.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD25.20 +2.6% 3 qtrs
99 ADVISOR GROUP HOLDINGS, INC. 109.00 +— (+0.0%) 2.8K +71.0 (+2.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD25.20 +2.6% 20 qtrs
100 OPTIVER HOLDING B.V. 108.00 -108.0 (-50.0%) 2.8K -2.7K (-48.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD25.19 +2.6% 2 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 74 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust NASDAQ ABA Community Bank Index Fund QABA 0.47% 426.6K 0.63%
2 iShares Micro-Cap ETF IWC 0.12% 1.79M 0.60%
3 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.12% 14.2K 0.29%
4 WisdomTree U.S. SmallCap Fund EES 0.07% 524.7K 0.38%
5 WisdomTree U.S. SmallCap Dividend Fund DES 0.07% 1.56M 0.38%
6 WisdomTree US Equity Income UCITS ETF - EUR Hedged Acc WTDY.DE 0.04% 81.1K 0.35%
7 WisdomTree US Equity Income UCITS ETF - GBP Hedged Acc DHSG.L 0.04% 95.2K 0.35%
8 WisdomTree US Equity Income UCITS ETF DHSD.L 0.04% 71.2K 0.29%
9 WisdomTree US Equity Income UCITS ETF - Acc DHSA.L 0.04% 71.2K 0.29%
10 Applied Finance IVS US SMID ETF IVSS 0.04% 5.5K 0.59%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
2
Shares acquired
Shares disposed
19.9K
Cash buys
Cash sales
1.00
Net activity
-19,860
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-30 SCHEIRER MARK W Officer G-Gift D Common Stock, $0.01 par value 4,118 0.00 3,199 D
2026-04-28 DRAKE FRED L Director / Officer / 10% Owner S-Sale D Common Stock, $0.01 par value 15,742 28.93 455.4K 45,815 I
2026-04-01 Morton Michael Director 0 0.00 0
2026-03-16 HORVATH LAWRENCE J Officer S-Sale D Common Stock, $0.01 par value 5,000 26.60 133.0K 58,609 D
2026-03-16 BUSCH PATRICK F Director S-Sale D Common Stock, $0.01 par value 15,000 26.48 397.2K 174,544 I
2026-03-10 BURWELL ERIC E Director P-Purchase A Common Stock, $0.01 par value 4,000 26.24 105.0K 35,820 I
2026-03-01 Ruyle Nancy L Director 0 0.00 0
2026-03-01 Ashworth James T Director 0 0.00 0
2026-02-28 ZURKAMER ANDREA E Officer F-InKind D Common Stock, $0.01 par value 345 26.96 9.3K 13,844 D
2026-02-28 SCHEIRER MARK W Officer F-InKind D Common Stock, $0.01 par value 500 26.96 13.5K 6,263 D
2026-02-28 LANIER DIANE H Officer A-Award A Common Stock, $0.01 par value 1,434 0.00 35,295 D
2026-02-28 KOCH LINDA J. Director A-Award A Common Stock, $0.01 par value 600 0.00 5,500 D
2026-02-28 HORVATH LAWRENCE J Officer F-InKind D Common Stock, $0.01 par value 748 26.96 20.2K 61,650 D
2026-02-28 DRAKE FRED L Director / Officer / 10% Owner A-Award A Common Stock, $0.01 par value 2,596 0.00 10,301 D
2026-02-28 Chapman Peter Robert Officer F-InKind D Common Stock, $0.01 par value 4,308 26.96 116.1K 23,557 D
2026-02-28 Baker Roger A Director A-Award A Common Stock, $0.01 par value 600 0.00 1,200 D
2026-02-28 BUSCH PATRICK F Director F-InKind D Common Stock, $0.01 par value 461 26.96 12.4K 48,500 D
2026-02-28 BURWELL ERIC E Director A-Award A Common Stock, $0.01 par value 600 0.00 4,000 D
2026-02-28 BOWMAN C. ALVIN Director A-Award A Common Stock, $0.01 par value 600 0.00 5,000 D
2026-02-20 DRAKE FRED L Director / Officer / 10% Owner S-Sale D Common Stock, $0.01 par value 2,258 28.60 64.6K 61,557 I
2026-02-18 DRAKE FRED L Director / Officer / 10% Owner S-Sale D Common Stock, $0.01 par value 2,000 28.74 57.5K 63,815 I
2025-12-17 Baker Roger A Director G-Gift D Common Stock, $0.01 par value 546,604 0.00 600 D
2025-11-12 DRAKE FRED L Director / Officer / 10% Owner G-Gift D Common Stock, $0.01 par value 45,815 0.00 7,705 D
2025-10-29 Baker Roger A Director G-Gift D Common Stock, $0.01 par value 4,000 0.00 547,204 D
2025-05-28 DRAKE ALLEN C Director G-Gift D Common Stock, $0.01 par value 330,000 0.00 1,166,288 I
2025-05-22 DRAKE ALLEN C Director / 10% Owner J-Other A Common Stock, $0.01 par value 1,484,970 0.00 1,496,288 I
2025-02-28 ZURKAMER ANDREA E Officer A-Award A Common Stock, $0.01 par value 1,514 0.00 13,142 D
2025-02-28 SCHEIRER MARK W Officer F-InKind D Common Stock, $0.01 par value 461 25.00 11.5K 3,967 D
2025-02-28 PFEIFFER GERALD E Director A-Award A Common Stock, $0.01 par value 600 0.00 59,185 D
2025-02-28 LANIER DIANE H Officer A-Award A Common Stock, $0.01 par value 931 0.00 31,286 D
2025-02-28 KOCH LINDA J. Director A-Award A Common Stock, $0.01 par value 600 0.00 4,900 D
2025-02-28 HORVATH LAWRENCE J Officer F-InKind D Common Stock, $0.01 par value 787 25.00 19.7K 58,121 D
2025-02-28 DRAKE FRED L Director / Officer / 10% Owner A-Award A Common Stock, $0.01 par value 9,203 0.00 56,212 D
2025-02-28 DRAKE ALLEN C Director / 10% Owner A-Award A Common Stock, $0.01 par value 600 0.00 3,400 D
2025-02-28 Chapman Peter Robert Officer F-InKind D Common Stock, $0.01 par value 2,556 25.00 63.9K 25,273 D
2025-02-28 CARTER JAMES LANCE Director / Officer F-InKind D Common Stock, $0.01 par value 1,550 25.00 38.8K 133,907 D
2025-02-28 Baker Roger A Director A-Award A Common Stock, $0.01 par value 600 0.00 551,204 D
2025-02-28 BUSCH PATRICK F Director A-Award A Common Stock, $0.01 par value 6,923 0.00 51,962 D
2025-02-28 BURWELL ERIC E Director A-Award A Common Stock, $0.01 par value 600 0.00 3,400 D
2025-02-28 BOWMAN C. ALVIN Director A-Award A Common Stock, $0.01 par value 600 0.00 4,400 D
2025-02-14 DRAKE FRED L Director / Officer / 10% Owner S-Sale D Common Stock, $0.01 par value 2,825 25.22 71.2K 20,000 I
2025-02-13 DRAKE FRED L Director / Officer / 10% Owner S-Sale D Common Stock, $0.01 par value 10,000 25.15 251.5K 22,825 I
2025-02-11 DRAKE FRED L Director / Officer / 10% Owner S-Sale D Common Stock, $0.01 par value 5,000 25.02 125.1K 32,825 I
2025-02-06 DRAKE FRED L Director / Officer / 10% Owner S-Sale D Common Stock, $0.01 par value 5,845 25.77 150.6K 37,825 I
2025-02-05 BUSCH PATRICK F Director S-Sale D Common Stock, $0.01 par value 8,000 24.77 198.2K 182,000 I
2025-02-04 DRAKE FRED L Director / Officer / 10% Owner S-Sale D Common Stock, $0.01 par value 9,945 24.59 244.5K 43,670 I
2025-01-31 DRAKE FRED L Director / Officer / 10% Owner S-Sale D Common Stock, $0.01 par value 5,055 24.81 125.4K 53,615 I
2025-01-29 DRAKE FRED L Director / Officer / 10% Owner S-Sale D Common Stock, $0.01 par value 10,000 24.38 243.8K 58,670 I
2024-12-12 DRAKE FRED L Director / Officer / 10% Owner S-Sale D Common Stock, $0.01 par value 2,500 24.11 60.3K 68,670 I
2024-12-11 DRAKE FRED L Director / Officer / 10% Owner S-Sale D Common Stock, $0.01 par value 2,500 24.11 60.3K 71,170 I
2024-11-25 DRAKE FRED L Director / Officer / 10% Owner S-Sale D Common Stock, $0.01 par value 5,000 24.89 124.5K 73,670 I
2024-11-22 DRAKE FRED L Director / Officer / 10% Owner S-Sale D Common Stock, $0.01 par value 8,002 24.19 193.6K 78,670 I
2024-11-21 DRAKE FRED L Director / Officer / 10% Owner S-Sale D Common Stock, $0.01 par value 4,798 23.92 114.8K 86,672 I
2024-11-19 DRAKE FRED L Director / Officer / 10% Owner S-Sale D Common Stock, $0.01 par value 2,200 23.86 52.5K 91,470 I
2024-08-28 Baker Roger A Director S-Sale D Common Stock, $0.01 par value 4,191 22.33 93.6K 550,604
2024-08-27 Baker Roger A Director S-Sale D Common Stock, $0.01 par value 5,809 22.33 129.7K 554,795
2024-07-24 BUSCH PATRICK F Director S-Sale D Common Stock, $0.01 par value 11,555 24.09 278.4K 190,000
2024-06-11 BURWELL ERIC E Director P-Purchase A Common Stock, $0.01 par value 6,000 18.99 113.9K 31,820
2024-05-13 SCHEIRER MARK W Officer G-Gift D Common Stock, $0.01 par value 5,257 0.00 2,829
2024-05-01 Chapman Peter Robert Officer P-Purchase A Common Stock, $0.01 par value 1,100 18.93 20.8K 25,141
2024-03-01 PFEIFFER GERALD E Director P-Purchase A Common Stock, $0.01 par value 162 18.85 3.1K 5,162
2024-02-29 ZURKAMER ANDREA E Officer A-Award A Common Stock, $0.01 par value 1,075 0.00 8,738
2024-02-29 SCHEIRER MARK W Officer A-Award A Common Stock, $0.01 par value 1,680 0.00 6,600
2024-02-29 PFEIFFER GERALD E Director A-Award A Common Stock, $0.01 par value 600 0.00 57,200
2024-02-29 LANIER DIANE H Officer A-Award A Common Stock, $0.01 par value 1,174 0.00 28,315
2024-02-29 KOCH LINDA J. Director A-Award A Common Stock, $0.01 par value 600 0.00 4,300
2024-02-29 HORVATH LAWRENCE J Officer F-InKind D Common Stock, $0.01 par value 824 19.06 15.7K 54,081
2024-02-29 DRAKE FRED L Director / Officer / 10% Owner A-Award A Common Stock, $0.01 par value 11,142 0.00 46,003
2024-02-29 DRAKE ALLEN C Director / 10% Owner A-Award A Common Stock, $0.01 par value 600 0.00 2,800
2024-02-29 Chapman Peter Robert Officer A-Award A Common Stock, $0.01 par value 3,358 0.00 24,041
2024-02-29 CARTER JAMES LANCE Director / Officer A-Award A Common Stock, $0.01 par value 5,457 0.00 121,087
2024-02-29 Baker Roger A Director A-Award A Common Stock, $0.01 par value 600 0.00 560,604
2024-02-29 BUSCH PATRICK F Director A-Award A Common Stock, $0.01 par value 8,382 0.00 55,175
2024-02-29 BURWELL ERIC E Director A-Award A Common Stock, $0.01 par value 600 0.00 2,800
2024-02-29 BOWMAN C. ALVIN Director A-Award A Common Stock, $0.01 par value 600 0.00 3,800
2024-02-26 Baker Roger A Director P-Purchase A Common Stock, $0.01 par value 200 18.80 3.8K 560,004
2024-02-22 Baker Roger A Director P-Purchase A Common Stock, $0.01 par value 3,632 18.86 68.5K 559,804
2024-02-09 Baker Roger A Director P-Purchase A Common Stock, $0.01 par value 100 18.90 1.9K 556,172
2024-02-08 Baker Roger A Director P-Purchase A Common Stock, $0.01 par value 92 18.90 1.7K 556,072
2024-02-07 Baker Roger A Director P-Purchase A Common Stock, $0.01 par value 1,888 18.68 35.3K 555,980
2024-02-06 Baker Roger A Director P-Purchase A Common Stock, $0.01 par value 2,103 18.84 39.6K 554,092
2024-02-05 Baker Roger A Director P-Purchase A Common Stock, $0.01 par value 1,512 19.08 28.8K 551,989
2024-02-01 SCHEIRER MARK W Officer F-InKind D Common Stock, $0.01 par value 233 19.81 4.6K 4,920
2024-02-01 HORVATH LAWRENCE J Officer F-InKind D Common Stock, $0.01 par value 233 19.81 4.6K 52,387
2024-02-01 BUSCH PATRICK F Director F-InKind D Common Stock, $0.01 par value 432 19.81 8.6K 57,418
2023-12-31 LANIER DIANE H Officer 0 0.00 0
2023-11-02 BUSCH PATRICK F Director P-Purchase A Common Stock, $0.01 par value 2,272 18.00 40.9K 60,512
2023-11-01 BUSCH PATRICK F Director P-Purchase A Common Stock, $0.01 par value 2,000 17.97 35.9K 58,240
2023-09-15 Baker Roger A Director G-Gift D Common Stock, $0.01 par value 13,000 0.00 550,477
2023-05-04 Baker Roger A Director P-Purchase A Common Stock, $0.01 par value 308 16.98 5.2K 563,477
2023-05-02 Baker Roger A Director P-Purchase A Common Stock, $0.01 par value 2,196 17.24 37.9K 563,169
2023-04-28 BURWELL ERIC E Director P-Purchase A Common Stock, $0.01 par value 5,000 17.83 89.2K 25,820
2023-03-16 Baker Roger A Director P-Purchase A Common Stock, $0.01 par value 332 19.69 6.5K 363
2023-03-15 Baker Roger A Director P-Purchase A Common Stock, $0.01 par value 31 19.74 611.94 31
2023-03-14 KOCH LINDA J. Director P-Purchase A Common Stock, $0.01 par value 500 21.43 10.7K 3,700
2023-03-02 DRAKE ALLEN C Director / 10% Owner A-Award A Common Stock, $0.01 per value 550 0.00 2,200
2023-02-28 ZURKAMER ANDREA E Officer F-InKind D Common Stock, $0.01 par value 115 22.72 2.6K 7,663
2023-02-28 SCHEIRER MARK W Officer F-InKind D Common Stock, $0.01 par value 316 22.72 7.2K 5,153
2023-02-28 PFEIFFER GERALD E Director A-Award A Common Stock, $0.01 par value 550 0.00 56,600
2023-02-28 LANIER DIANE H Officer A-Award A Common Stock, $0.01 par value 956 0.00 27,142
2023-02-28 KOCH LINDA J. Director A-Award A Common Stock, $0.01 par value 550 0.00 3,200
2023-02-28 HORVATH LAWRENCE J Officer A-Award A Common Stock, $0.01 par value 1,983 0.00 53,208
2023-02-28 DRAKE FRED L Director / Officer / 10% Owner A-Award A Common Stock, $0.01 par value 5,220 0.00 30,783
2023-02-28 CARTER JAMES LANCE Director / Officer A-Award A Common Stock, $0.01 par value 4,121 0.00 115,630
2023-02-28 Baker Roger A Director A-Award A Common Stock, $0.01 par value 550 0.00 560,973
2023-02-28 BUSCH PATRICK F Director F-InKind D Common Stock, $0.01 par value 1,058 22.72 24.0K 56,240
2023-02-28 BURWELL ERIC E Director A-Award A Common Stock, $0.01 par value 550 0.00 2,200
2023-02-28 BOWMAN C. ALVIN Director A-Award A Common Stock, $0.01 par value 550 0.00 3,200
2023-02-07 BUSCH PATRICK F Director S-Sale D Common Stock, $0.01 par value 15,000 22.39 335.9K 187,590
2023-02-01 HORVATH LAWRENCE J Officer F-InKind D Common Stock, $0.01 par value 233 21.12 4.9K 51,225
2023-02-01 BUSCH PATRICK F Director F-InKind D Common Stock, $0.01 par value 432 21.12 9.1K 55,681
2022-12-31 Baker Roger A Director I Common Stock, $0.01 par value 0 0.00 423,666
2022-10-01 Chapman Peter Robert Director A-Award A Common Stock, $0.01 par value 20,683 0.00 20,683
2022-03-01 Baker Roger A Director I Common Stock, $0.01 par value 0 0.00 423,666
2022-02-28 SCHEIRER MARK W Officer F-InKind D Common Stock, $0.01 par value 173 19.14 3.3K 4,395
2022-02-28 HORVATH LAWRENCE J Officer F-InKind D Common Stock, $0.01 par value 322 19.14 6.2K 51,458
2022-02-25 ZURKAMER ANDREA E Officer A-Award A Common Stock, $0.01 par value 1,009 0.00 6,919
2022-02-25 SCHEIRER MARK W Officer A-Award A Common Stock, $0.01 par value 1,262 0.00 4,568
2022-02-25 LANIER DIANE H Officer A-Award A Common Stock, $0.01 par value 1,124 0.00 26,186
2022-02-25 HORVATH LAWRENCE J Officer A-Award A Common Stock, $0.01 par value 2,331 0.00 51,780
2022-02-25 DRAKE FRED L Director / Officer / 10% Owner A-Award A Common Stock, $0.01 par value 6,135 0.00 25,563
2022-02-25 DOHERTY MATTHEW J Officer A-Award A Common Stock, $0.01 par value 2,403 0.00 71,973
2022-02-25 CARTER JAMES LANCE Director / Officer A-Award A Common Stock, $0.01 par value 4,844 0.00 111,509
2022-02-25 BUSCH PATRICK F Director / Officer A-Award A Common Stock, $0.01 par value 4,615 0.00 56,931
2022-02-22 PFEIFFER GERALD E Director A-Award A Common Stock, $0.01 par value 550 0.00 56,050
2022-02-22 KOCH LINDA J. Director A-Award A Common Stock, $0.01 par value 550 0.00 2,650
2022-02-22 DRAKE ALLEN C Director / 10% Owner A-Award A Common Stock, $0.01 per value 550 0.00 1,650
2022-02-22 BURWELL ERIC E Director A-Award A Common Stock, $0.01 par value 550 0.00 1,650
2022-02-22 BOWMAN C. ALVIN Director A-Award A Common Stock, $0.01 par value 550 0.00 2,650
2022-02-01 SCHEIRER MARK W Officer F-InKind D Common Stock, $0.01 par value 233 18.90 4.4K 3,306
2022-02-01 HORVATH LAWRENCE J Officer F-InKind D Common Stock, $0.01 par value 233 18.90 4.4K 49,449
2021-12-02 SCHEIRER MARK W Officer G-Gift D Common Stock, $0.01 par value 15,015 0.00 3,539
2021-11-16 SCHEIRER MARK W Officer G-Gift D Common Stock, $0.01 par value 4,000 0.00 18,554
2021-02-19 ZURKAMER ANDREA E Officer A-Award A Common Stock, $0.01 par value 1,210 0.00 5,910
2021-02-19 STRASSHEIM DALE S Director A-Award A Common Stock, $0.01 par value 550 0.00 10,280
2021-02-19 SCHEIRER MARK W Officer A-Award A Common Stock, $0.01 par value 1,514 0.00 22,554
2021-02-19 PFEIFFER GERALD E Director A-Award A Common Stock, $0.01 par value 550 0.00 55,500
2021-02-19 LANIER DIANE H Officer A-Award A Common Stock, $0.01 par value 1,360 0.00 25,062
2021-02-19 KOCH LINDA J. Director A-Award A Common Stock, $0.01 par value 550 0.00 2,100
2021-02-19 HORVATH LAWRENCE J Officer A-Award A Common Stock, $0.01 par value 2,822 0.00 49,682
2021-02-19 DRAKE FRED L Director / Officer / 10% Owner A-Award A Common Stock, $0.01 par value 7,428 0.00 19,428
2021-02-19 DRAKE ALLEN C Director / 10% Owner A-Award A Common Stock, $0.01 per value 550 0.00 1,100
2021-02-19 DOHERTY MATTHEW J Officer A-Award A Common Stock, $0.01 par value 2,910 0.00 69,570
2021-02-19 CARTER JAMES LANCE Director / Officer A-Award A Common Stock, $0.01 par value 5,865 0.00 106,665
2021-02-19 BUSCH PATRICK F Director / Officer A-Award A Common Stock, $0.01 par value 5,588 0.00 62,316
2021-02-19 BURWELL ERIC E Director A-Award A Common Stock, $0.01 par value 550 0.00 1,100
2021-02-19 BOWMAN C. ALVIN Director A-Award A Common Stock, $0.01 par value 550 0.00 2,100
2021-02-05 DRAKE FRED L Director P-Purchase A Common Stock, $0.01 par value 900 15.20 13.7K 93,670
2021-02-04 DRAKE FRED L Director / Officer / 10% Owner P-Purchase A Common Stock, $0.01 par value 2,770 15.20 42.1K 92,770
2020-12-04 LANIER DIANE H Director / Officer P-Purchase A Common Stock, $0.01 par value 762 14.71 11.2K 23,702
2020-11-30 PFEIFFER GERALD E Director P-Purchase A Common Stock, $0.01 par value 750 14.05 10.5K 54,950
2020-11-05 PFEIFFER GERALD E Director P-Purchase A Common Stock, $0.01 par value 1,100 12.30 13.5K 54,200
2020-09-14 PFEIFFER GERALD E Director P-Purchase A Common Stock, $0.01 par value 1,000 12.09 12.1K 53,100
2020-09-14 DRAKE FRED L Director / Officer / 10% Owner P-Purchase A Common Stock, $0.01 par value 20,000 12.10 242.0K 90,000
2020-09-11 KOCH LINDA J. Director P-Purchase A Common Stock, $0.01 par value 1,000 12.18 12.2K 1,550
2020-09-10 PFEIFFER GERALD E Director P-Purchase A Common Stock, $0.01 par value 1,600 12.14 19.4K 52,100
2020-09-10 DRAKE FRED L Director / Officer / 10% Owner P-Purchase A Common Stock, $0.01 par value 10,000 12.10 121.0K 70,000
2020-09-09 PFEIFFER GERALD E Director P-Purchase A Common Stock, $0.01 par value 2,000 12.17 24.3K 50,500
2020-09-09 DRAKE FRED L Director / Officer / 10% Owner P-Purchase A Common Stock, $0.01 par value 10,000 12.21 122.1K 60,000
2020-09-09 BUSCH PATRICK F Director / Officer P-Purchase A Common Stock, $0.01 par value 11,547 12.16 140.4K 56,728
2020-09-08 PFEIFFER GERALD E Director P-Purchase A Common Stock, $0.01 par value 1,000 12.00 12.0K 48,500
2020-09-08 BUSCH PATRICK F Director / Officer P-Purchase A Common Stock, $0.01 par value 4,453 12.09 53.8K 45,181
2020-09-04 PFEIFFER GERALD E Director P-Purchase A Common Stock, $0.01 par value 3,000 12.00 36.0K 3,000
2020-09-04 BUSCH PATRICK F Director / Officer P-Purchase A Common Stock, $0.01 par value 4,000 12.00 48.0K 40,728
2020-08-20 PFEIFFER GERALD E Director P-Purchase A Common Stock, $0.01 par value 2,000 12.59 25.2K 47,500
2020-08-18 PFEIFFER GERALD E Director P-Purchase A Common Stock, $0.01 par value 3,000 12.65 38.0K 45,500
2020-07-29 DRAKE FRED L Director P-Purchase A Common Stock, $0.01 par value 5,000 12.35 61.8K 50,000
2020-06-24 KOCH LINDA J. Director A-Award A Common Stock, $0.01 par value 550 0.00 550
2020-06-23 KOCH LINDA J. Director 0 0.00 0
2020-06-12 PFEIFFER GERALD E Director P-Purchase A Common Stock, $0.01 par value 3,000 13.18 39.5K 42,500
2020-05-28 BURWELL ERIC E Director G-Gift D Common Stock, $0.01 par value 5,300 0.00 550
2020-05-22 DRAKE FRED L Director / Officer / 10% Owner P-Purchase A Common Stock, $0.01 par value 10,000 12.18 121.8K 45,000
2020-05-15 BUSCH PATRICK F Director / Officer P-Purchase A Common Stock, $0.01 par value 7,500 11.02 82.7K 36,728
2020-05-06 DRAKE FRED L Director / Officer / 10% Owner P-Purchase A Common Stock, $0.01 par value 5,000 10.80 54.0K 35,000
2020-05-05 DRAKE FRED L Director / Officer / 10% Owner P-Purchase A Common Stock, $0.01 par value 10,000 11.15 111.5K 30,000
2020-03-16 BUSCH PATRICK F Director / Officer P-Purchase A Common Stock, $0.01 par value 7,500 11.93 89.5K 39,228
2020-03-13 CARTER JAMES LANCE Director / Officer P-Purchase A Common Stock, $0.01 par value 5,483 12.25 67.2K 100,800
2020-03-12 DRAKE FRED L Director / Officer / 10% Owner P-Purchase A Common Stock, $0.01 par value 10,000 12.19 121.9K 20,000
2020-03-12 CARTER JAMES LANCE Director / Officer P-Purchase A Common Stock, $0.01 par value 4,517 12.28 55.5K 95,317
2020-03-11 DRAKE FRED L Director / Officer / 10% Owner P-Purchase A Common Stock, $0.01 par value 10,000 13.23 132.3K 17,220,400
2020-03-05 PFEIFFER GERALD E Director P-Purchase A Common Stock, $0.01 par value 1,000 14.82 14.8K 39,500
2020-03-03 ZURKAMER ANDREA E Officer P-Purchase A Common Stock, $0.01 par value 1,000 15.99 16.0K 4,700
2020-03-03 PFEIFFER GERALD E Director P-Purchase A Common Stock, $0.01 par value 1,950 15.94 31.1K 38,500
2020-03-03 BUSCH PATRICK F Director / Officer P-Purchase A Common Stock, $0.01 par value 1,500 14.99 22.5K 31,728
2020-03-02 BUSCH PATRICK F Director / Officer P-Purchase A Common Stock, $0.01 par value 2,000 15.83 31.7K 30,228
2020-02-14 PFEIFFER GERALD E Director P-Purchase A Common Stock, $0.01 par value 2,000 18.29 36.6K 36,550
2020-01-28 ZURKAMER ANDREA E Officer A-Award A Common Stock, $0.01 par value 2,700 0.00 3,700
2020-01-28 STRASSHEIM DALE S Director A-Award A Common Stock, $0.01 par value 550 0.00 9,730
2020-01-28 SCHEIRER MARK W Officer A-Award A Common Stock, $0.01 par value 2,700 0.00 21,040
2020-01-28 PFEIFFER GERALD E Director A-Award A Common Stock, $0.01 par value 550 0.00 34,550
2020-01-28 LANIER DIANE H Officer A-Award A Common Stock, $0.01 par value 2,700 0.00 22,940
2020-01-28 KALLEMBACH LARRY J Officer A-Award A Common Stock, $0.01 par value 2,700 0.00 7,700
2020-01-28 HORVATH LAWRENCE J Officer A-Award A Common Stock, $0.01 par value 2,700 0.00 46,860
2020-01-28 DRAKE FRED L Director / Officer A-Award A Common Stock, $0.01 par value 12,000 0.00 12,000
2020-01-28 DRAKE ALLEN C Director / 10% Owner A-Award A Common Stock, $0.01 par value 550 0.00 550
2020-01-28 DOHERTY MATTHEW J Officer A-Award A Common Stock, $0.01 par value 5,000 0.00 66,660
2020-01-28 CARTER JAMES LANCE Director / Officer A-Award A Common Stock, $0.01 par value 10,000 0.00 90,800
2020-01-28 BUSCH PATRICK F Director / Officer A-Award A Common Stock, $0.01 par value 5,000 0.00 28,228
2020-01-28 BURWELL ERIC E Director A-Award A Common Stock, $0.01 par value 550 0.00 5,850
2020-01-28 BOWMAN C. ALVIN Director A-Award A Common Stock, $0.01 par value 550 0.00 1,550

Executive team

Top executives
EBIT / Employee
123.8K
Shares Outstanding
31.43M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 J. Lance Carter President, Chief Executive Officer and Director 570.7K 278.6K 427.8K 17.7K 1.29M 21.52%
2 2025 Peter R. Chapman Executive Vice President and Chief Financial Officer 346.9K 134.4K 208.4K 14.1K 703.7K 19.10%
3 2025 Fred L. Drake Executive Chairman 350.0K 140.0K 208.7K 2.2K 701.0K 19.97%
4 2025 Lawrence J. Horvath Executive Vice President and Chief Lending Officer 342.2K 99.9K 154.1K 17.4K 613.5K 16.28%
5 2025 Mark W. Scheirer Executive Vice President and Chief Credit Officer 277.2K 80.0K 125.1K 20.5K 502.8K 15.90%
6 2024 J. Lance Carter President, Chief Executive Officer and Director 553.1K 208.0K 413.9K 43.2K 1.22M 17.08%
7 2024 Fred L. Drake Executive Chairman 350.0K 178.1K 208.0K 2.2K 738.3K 24.12%
8 2024 Peter R. Chapman Executive Vice President and Chief Financial Officer 332.9K 128.0K 199.7K 12.2K 672.8K 19.03%
9 2024 Lawrence J. Horvath Executive Vice President and Chief Lending Officer 330.3K 96.0K 148.3K 17.1K 591.8K 16.22%
10 2024 Mark W. Scheirer Executive Vice President and Chief Credit Officer 264.5K 64.0K 118.8K 15.9K 463.2K 13.83%
11 2023 J. Lance Carter President, Chief Executive Officer and Director 514.3K 187.3K 275.0K 38.9K 1.02M 18.44%
12 2023 Fred L. Drake Executive Chairman 450.0K 237.2K 235.4K 2.2K 924.8K 25.65%
13 2023 Peter R. Chapman Executive Vice President and Chief Financial Officer 320.0K 64.0K 169.2K 42.6K 595.7K 10.74%
14 2022 Fred L. Drake Chairman and Chief Executive Officer 589.9K 234.8K 337.8K 2.9K 1.17M 20.15%
15 2022 Fred L. Drake Executive Chairman 589.9K 234.8K 337.8K 2.9K 1.17M 20.15%
16 2022 Patrick F. Busch Executive Vice President, Chief Lending Officer and Director 443.7K 176.7K 254.1K 71.9K 946.4K 18.67%
17 2022 J. Lance Carter President, Chief Operating Officer and Director 465.7K 185.4K 266.7K 28.1K 946.0K 19.60%
18 2022 J. Lance Carter President, Chief Executive Officer and Director 465.7K 185.4K 266.7K 28.1K 946.0K 19.60%
19 2021 Fred L. Drake Chairman and Chief Executive Officer 575.7K 230.7K 343.7K 8.8K 1.16M 19.91%
20 2021 Patrick F. Busch Executive Vice President, Chief Lending Officer and Director 433.0K 173.6K 258.5K 75.5K 940.6K 18.45%
21 2021 J. Lance Carter President, Chief Operating Officer and Director 454.5K 182.2K 271.3K 18.4K 926.4K 19.66%
22 2020 Fred L. Drake Chairman and Chief Executive Officer 597.4K 345.4K 228.4K 9.0K 1.18M 19.35%
23 2020 J. Lance Carter President, Chief Operating Officer and Director 471.6K 272.7K 190.3K 16.2K 950.8K 20.01%
24 2020 Patrick F. Busch Executive Vice President, Chief Lending Officer and Director 449.4K 259.8K 95.2K 77.2K 881.5K 10.79%
25 2019 J. Lance Carter President, Chief Operating Officer and Director 440.3K 510.0K 23.0K 973.3K 0.00%
26 2019 Patrick F. Busch Executive Vice President, Chief Lending Officer and Director 416.9K 428.8K 101.4K 947.1K 0.00%
27 2019 Fred L. Drake Chairman and CEO 255.7K 570.0K 66.1K 891.8K 0.00%
28 2019 Fred L. Drake Chairman and Chief Executive Officer 255.7K 570.0K 66.1K 891.8K 0.00%
29 2018 J. Lance Carter President, Chief Operating Officer and Director 425.0K 400.0K 15.4K 840.4K 0.00%
30 2018 Patrick F. Busch Executive Vice President, Chief Lending Officer and Director 401.7K 400.0K 37.7K 839.4K 0.00%
31 2018 Fred L. Drake Chairman and Chief Executive Officer 160.7K 400.0K 96.8K 657.5K 0.00%
32 2018 Fred L. Drake Chairman and CEO 160.7K 400.0K 96.8K 657.5K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-08 DEFA14A
2026-04-08 DEF 14A
2025-04-09 DEFA14A
2025-04-09 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-27 S-4
2026-05-21 8-K
2026-05-18 EFFECT
2026-05-13 S-3/A
2026-05-06 10-Q
2026-05-01 4
2026-04-30 4
2026-04-29 8-K/A
2026-04-29 8-K
2026-04-27 8-K

Executive team

NameTitleCompensationGender
J. Lance Carter President, Chief Executive Officer & Director 1M male
Peter Chapman Executive Vice President & Chief Financial Officer 569.3K male
Fred L. Drake Executive Chairman 561.0K male
Lawrence J. Horvath Executive Vice President & Chief Lending Officer 513.6K male
Mark W. Scheirer Executive Vice President & Chief Credit Officer 422.8K male
Renee K. Fehr General Counsel & Corporate Secretary female
Diane H. Lanier EVP & Chief Retail Officer female
James E. Lyons Vice President & Controller male
Matthew J. Doherty Treasurer male
Andrea E. Zurkamer Executive Vice President & Chief Risk Officer female
ESG Rating
B
BANKS - REGIONAL
Rank: 193 out of 431
2026
E (Environmental)
72.0 / 64.3
Company / Sector avg.
S (Social)
70.1 / 76.5
Company / Sector avg.
G (Governance)
79.1 / 75.5
Company / Sector avg.
ESG Total
73.7 / 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

Share your view on this stock and instantly see how the community has voted over the last 6 months.

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.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits