Hanover Bancorp, Inc. (HNVR)
Mineola, NY, US
Hanover Bancorp, Inc. functions as the parent entity for Hanover Community Bank, providing a comprehensive range of financial products and services. These offerings serve individuals, municipalities, and small to mid-sized businesses across the New York metropolitan area. The bank's extensive portfolio includes various deposit options such as checking, savings, money market, NOW, and individual retirement accounts, alongside certificates of deposit and time deposits, as well as card services. For lending needs, it offers residential and commercial real estate mortgages, commercial and industrial loans, lines of credit, Small Business Administration (SBA) loans, home equity financing, multi-family property loans, general business loans, bridge loans, and other personal purpose loans. Branch locations are established in Manhattan, Brooklyn, Queens, and Nassau County, New York, with its administrative hub situated in Suffolk County, New York. Established in 2008, Hanover Bancorp, Inc. maintains its headquarters in Mineola, New York.
| Target company | Date | Filing |
|---|---|---|
| Mr. Wilcox | 2021-01-20 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.90% | -1.02% | -1.94% | +12.48% | +2.24% | +0.65% | +2.83% | +30.02% | +10.24% | +10.24% | +10.24% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 2 |
26.75
+7.8%
|
| All Time | 4 |
23.88
-3.8%
|
-
Revenue growth-3.4% Q1'26: -11.7% (vs Q1'25)
-
EPS growth-39.8% Q1'26: +25.0% (vs Q1'25)
-
FCF margin— Q1'26: +0.0% (vs Q1'25)
-
EBIT margin— Q1'26: +0.7% (vs Q1'25)
-
ROIC— Q1'26: +0.4% (vs Q1'25)
-
Share dilution+0.6% Q1'26: -0.4% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 141.15× (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 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 |
77.30M
est: 69.00M (+12.0%)
|
113.89M
est: 61.91M (+84.0%)
|
148.36M
est: 68.50M (+116.6%)
|
143.32M
est: 73.60M (+94.7%)
|
80.95M
80.81M – 81.09M
+10.0% YoY
|
89.85M
89.69M – 90.01M
+11.0% YoY
|
| EBITDA |
32.24M
est: 17.14M (+88.1%)
|
23.68M
est: 13.98M (+69.3%)
|
20.25M
est: 15.47M (+30.9%)
|
9.95M
est: 16.62M (-40.1%)
|
18.28M
18.25M – 18.32M
+10.0% YoY
|
20.29M
20.26M – 20.33M
+11.0% YoY
|
| EBIT |
30.50M
est: 15.21M (+100.5%)
|
20.19M
est: 12.65M (+59.6%)
|
16.38M
est: 14.00M (+17.0%)
|
9.95M
est: 15.04M (-33.8%)
|
16.54M
16.51M – 16.57M
+10.0% YoY
|
18.36M
18.33M – 18.39M
+11.0% YoY
|
| Net Income |
23.56M
est: 24.83M (-5.1%)
|
15.16M
est: 14.75M (+2.8%)
|
12.35M
est: 12.26M (+0.7%)
|
7.49M
est: 13.91M (-46.2%)
|
17.95M
17.90M – 17.99M
+29.0% YoY
|
21.42M
21.37M – 21.47M
+19.4% YoY
|
| SGA |
20.03M
est: 16.81M (+19.2%)
|
21.91M
est: 14.46M (+51.5%)
|
27.02M
est: 16.00M (+68.8%)
|
35.63M
est: 17.20M (+107.2%)
|
18.91M
18.88M – 18.95M
+10.0% YoY
|
20.99M
20.96M – 21.03M
+11.0% YoY
|
| EPS |
3.74
est: 3.34 (+12.0%)
|
2.07
est: 1.97 (+4.9%)
|
1.67
est: 1.64 (+1.8%)
|
1.00
est: 1.86 (-46.3%)
|
2.40
2.39 – 2.41
+29.0% YoY
|
2.87
2.86 – 2.87
+19.4% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-27 | B | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-26 | B | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-22 | B | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-21 | B | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-20 | B | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-19 | B | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-18 | B | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-15 | B- | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-14 | B- | 2/5 | 5/5 | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-13 | B- | 3/5 | 5/5 | 2/5 | 2/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-12 | B- | 3/5 | 5/5 | 2/5 | 2/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-11 | B- | 3/5 | 5/5 | 2/5 | 2/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-08 | B- | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-07 | B- | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-06 | B- | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-05 | B- | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-04 | B- | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-01 | B- | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-30 | B- | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-29 | B- | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-28 | B- | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-27 | B- | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-24 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 2/5 | 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 | Castle Creek Capital Partners VIII, LP | 705.4K | 9.90% | — | 705.4K | — | 705.4K | PN | Delaware | 2024-08-26 | ↗ |
| 2 | Castle Creek Capital VIII LLC | 705.4K | 9.90% | — | 705.4K | — | 705.4K | HC, OO | Delaware | 2024-08-26 | ↗ |
| 3 | ROBERT GOLDEN | 463.9K | 6.48% | 38.2K | 425.7K | 38.2K | 425.7K | IN | United States | 2023-01-31 | ↗ |
| 4 | AURUM HOLDINGS INC - dba Muthoot Holdings Inc | 443.5K | 6.20% | 443.5K | — | 443.5K | — | — | FLORIDA | 2023-02-10 | ↗ |
| 5 | 13-4064930 | 395.2K | 5.50% | 395.2K | — | 395.2K | — | IA | Delaware | 2023-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | FOURTHSTONE LLC | 516.7K +95.2K (+22.6%) | 11.94M +2.5M (+26.2%) | 6.92% +1.296 pp | 2.23% +0.538 pp | USD22.82 +1.3% | 3 qtrs — |
| 2 | ALLIANCEBERNSTEIN L.P. | 373.6K -77.4K (-17.2%) | 8.63M -1.5M (-14.7%) | 5.00% -1.012 pp | 0.00% -0.001 pp | USD22.89 +1.0% | 3 qtrs — |
| 3 | VANGUARD GROUP INC | 301.3K +6.2K (+2.1%) | 6.96M +339.1K (+5.1%) | 4.03% +0.099 pp | 0.00% +0.000 pp | USD22.89 +1.0% | 3 qtrs — |
| 4 | BLACKROCK, INC. | 216.3K +13.4K (+6.6%) | 5.00M +443.7K (+9.7%) | 2.90% +0.190 pp | 0.00% +0.000 pp | USD22.86 +1.1% | 3 qtrs — |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 100.0K -5.0K (-4.8%) | 2.31M -47.1K (-2.0%) | 1.34% -0.062 pp | 0.00% +0.000 pp | USD22.89 +1.0% | 3 qtrs — |
| 6 | BANC FUNDS CO LLC | 95.5K -41.5K (-30.3%) | 2.21M -868.0K (-28.2%) | 1.28% -0.543 pp | 0.44% -0.101 pp | USD22.89 +1.0% | 3 qtrs — |
| 7 | CI PRIVATE WEALTH, LLC | 40.0K +— (+0.0%) | 924.4K +26.4K (+2.9%) | 0.54% +0.002 pp | 0.00% 0.000 pp | USD22.73 +1.7% | 3 qtrs — |
| 8 | STATE STREET CORP | 39.0K -51.0 (-0.1%) | 902.1K +24.6K (+2.8%) | 0.52% +0.001 pp | 0.00% +0.000 pp | USD22.83 +1.2% | 3 qtrs — |
| 9 | NORTHERN TRUST CORP | 37.4K -1.9K (-4.8%) | 865.4K -18.1K (-2.0%) | 0.50% -0.023 pp | 0.00% +0.000 pp | USD22.89 +1.0% | 3 qtrs — |
| 10 | DIMENSIONAL FUND ADVISORS LP | 31.1K +534.0 (+1.7%) | 718.5K +32.4K (+4.7%) | 0.42% +0.009 pp | 0.00% +0.000 pp | USD22.46 +2.9% | 2 qtrs — |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 29.0K +400.0 (+1.4%) | 670.7K +28.1K (+4.4%) | 0.39% +0.007 pp | 0.01% +0.000 pp | USD22.89 +1.0% | 3 qtrs — |
| 12 | GABELLI FUNDS LLC | 25.0K +— (+0.0%) | 577.8K +16.5K (+2.9%) | 0.34% +0.003 pp | 0.00% +0.000 pp | USD22.89 +1.0% | 3 qtrs — |
| 13 | GM ADVISORY GROUP, INC. | 18.6K +18.6K (+100.0%) | 430.4K +430.4K (+100.0%) | 0.25% +0.249 pp | 0.02% +0.017 pp | USD23.11 +0.0% | 1 qtrs NEW |
| 14 | CITADEL ADVISORS LLC | 15.3K +2.4K (+18.5%) | 353.9K +63.8K (+22.0%) | 0.20% +0.033 pp | 0.00% +0.000 pp | USD22.55 +2.5% | 2 qtrs — |
| 15 | STRS OHIO | 14.0K +12.4K (+775.0%) | 323.5K +287.6K (+800.7%) | 0.19% +0.167 pp | 0.00% +0.001 pp | USD23.03 +0.3% | 2 qtrs — |
| 16 | — | 13.5K -500.0 (-3.6%) | 312.0K -2.3K (-0.7%) | 0.18% -0.005 pp | 0.22% +0.023 pp | USD22.45 +2.9% | 2 qtrs — |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13.0K +— (+0.0%) | 300.6K +8.6K (+2.9%) | 0.17% +0.001 pp | 0.00% +0.000 pp | USD22.45 +2.9% | 2 qtrs — |
| 18 | BANK OF NEW YORK MELLON CORP | 11.3K -6.8K (-37.5%) | 260.5K -144.4K (-35.7%) | 0.15% -0.089 pp | 0.00% +0.000 pp | USD22.45 +2.9% | 2 qtrs — |
| 19 | BARCLAYS PLC | 10.7K +1.8K (+19.9%) | 246.6K +46.8K (+23.4%) | 0.14% +0.024 pp | 0.00% +0.000 pp | USD22.56 +2.4% | 2 qtrs — |
| 20 | ACADIAN ASSET MANAGEMENT LLC | 10.1K -2.2K (-18.1%) | 231.0K -44.0K (-16.0%) | 0.14% -0.029 pp | 0.00% 0.000 pp | USD22.89 +1.0% | 3 qtrs — |
| 21 | LOS ANGELES CAPITAL MANAGEMENT LLC | 10.4K -6.3K (-37.8%) | 214.7K -160.3K (-42.7%) | 0.14% -0.083 pp | 0.00% -0.001 pp | USD22.89 +1.0% | 3 qtrs — |
| 22 | AMERICAN CENTURY COMPANIES INC | 9.2K -78.0 (-0.8%) | 213.4K +4.3K (+2.1%) | 0.12% -0.001 pp | 0.00% +0.000 pp | USD22.89 +1.0% | 3 qtrs — |
| 23 | WELLS FARGO & COMPANY/MN | 5.5K +2.1K (+59.9%) | 127.8K +50.2K (+64.6%) | 0.07% +0.028 pp | 0.00% +0.000 pp | USD22.94 +0.7% | 3 qtrs — |
| 24 | MORGAN STANLEY | 5.4K +2.1K (+61.2%) | 125.6K +49.9K (+66.0%) | 0.07% +0.028 pp | 0.00% +0.000 pp | USD22.97 +0.6% | 3 qtrs — |
| 25 | NEW YORK STATE COMMON RETIREMENT FUND | 3.6K +— (+0.0%) | 83.2K +2.4K (+2.9%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD22.89 +1.0% | 3 qtrs — |
| 26 | RHUMBLINE ADVISERS | 3.6K -728.0 (-16.9%) | 82.9K -14.0K (-14.4%) | 0.05% -0.010 pp | 0.00% +0.000 pp | USD22.45 +2.9% | 2 qtrs — |
| 27 | BANK OF AMERICA CORP /DE/ | 3.4K +966.0 (+39.2%) | 79.2K +23.9K (+43.3%) | 0.05% +0.013 pp | 0.00% +0.000 pp | USD22.82 +1.3% | 3 qtrs — |
| 28 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.2K -37.0 (-1.7%) | 49.8K +592.0 (+1.2%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD22.89 +1.0% | 3 qtrs — |
| 29 | JPMORGAN CHASE & CO | 1.8K -954.0 (-34.4%) | 42.1K -20.2K (-32.4%) | 0.02% -0.013 pp | 0.00% +0.000 pp | USD22.81 +1.3% | 3 qtrs — |
| 30 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 1.3K +— (+0.0%) | 30.4K +869.0 (+2.9%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD22.89 +1.0% | 3 qtrs — |
| 31 | BNP PARIBAS ARBITRAGE, SNC | 1.2K -77.0 (-6.0%) | 28.0K -929.0 (-3.2%) | 0.02% -0.001 pp | 0.00% +0.000 pp | USD22.59 +2.3% | 3 qtrs — |
| 32 | ROYAL BANK OF CANADA | 828.00 +420.0 (+102.9%) | 19.0K +10.0K (+111.1%) | 0.01% +0.006 pp | 0.00% +0.000 pp | USD22.97 +0.6% | 3 qtrs — |
| 33 | UBS GROUP AG | 522.00 -6.8K (-92.9%) | 12.1K -152.8K (-92.7%) | 0.01% -0.091 pp | 0.00% +0.000 pp | USD22.89 +1.0% | 3 qtrs — |
| 34 | AMERITAS INVESTMENT PARTNERS, INC. | 484.00 +— (+0.0%) | 11.2K +319.0 (+2.9%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD22.89 +1.0% | 3 qtrs — |
| 35 | RUSSELL INVESTMENTS GROUP, LTD. | 453.00 -2.7K (-85.7%) | 10.5K -60.6K (-85.3%) | 0.01% -0.036 pp | 0.00% 0.000 pp | USD22.45 +2.9% | 2 qtrs — |
| 36 | LEGAL & GENERAL GROUP PLC | 427.00 +— (+0.0%) | 9.9K +282.0 (+2.9%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD22.45 +2.9% | 2 qtrs — |
| 37 | TOWER RESEARCH CAPITAL LLC (TRC) | 424.00 -95.0 (-18.3%) | 9.8K -1.9K (-15.9%) | 0.01% -0.001 pp | 0.00% 0.000 pp | USD22.45 +2.9% | 2 qtrs — |
| 38 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 279.00 -18.0 (-6.1%) | 6.4K -220.0 (-3.3%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD22.89 +1.0% | 3 qtrs — |
| 39 | STERLING CAPITAL MANAGEMENT LLC | 250.00 -48.0 (-16.1%) | 5.8K -912.0 (-13.6%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD22.45 +2.9% | 2 qtrs — |
| 40 | CWM, LLC | 209.00 +14.0 (+7.2%) | 5.0K +1.0K (+25.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.49 +2.8% | 2 qtrs — |
| 41 | AMALGAMATED BANK | 143.00 -19.0 (-11.7%) | 3.0K -1.0K (-25.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD22.89 +1.0% | 3 qtrs — |
| 42 | CITIGROUP INC | 104.00 +43.0 (+70.5%) | 2.4K +1.0K (+75.4%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD22.97 +0.6% | 3 qtrs — |
| 43 | CAPITAL ADVISORS, LTD. LLC | 100.00 +— (+0.0%) | 2.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.89 +1.0% | 3 qtrs — |
| 44 | COVESTOR LTD | 22.00 +22.0 (+100.0%) | 1.0K +1.0K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.001 pp | USD23.09 +0.1% | 1 qtrs NEW |
| 45 | GAMMA INVESTING LLC | 33.00 +33.0 (+100.0%) | 763.00 +763.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.09 +0.1% | 1 qtrs NEW |
| 46 | FMR LLC | 18.00 -2.0 (-10.0%) | 416.00 -33.0 (-7.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.44 +3.0% | 2 qtrs — |
| 47 | PNC FINANCIAL SERVICES GROUP, INC. | 10.00 +4.0 (+66.7%) | 231.00 +96.0 (+71.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.60 +2.3% | 2 qtrs — |
| 48 | EVERSOURCE WEALTH ADVISORS, LLC | 10.00 +10.0 (+100.0%) | 231.00 +231.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.10 +0.0% | 1 qtrs NEW |
| 49 | IFP ADVISORS, INC | 3.00 +— (+0.0%) | 69.00 +2.0 (+3.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.33 +3.5% | 2 qtrs — |
| 50 | MAI CAPITAL MANAGEMENT | 2.00 +2.0 (+100.0%) | 47.00 +47.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.00 +0.5% | 1 qtrs NEW |
| 51 | FARTHER FINANCE ADVISORS, LLC | 2.00 +2.0 (+100.0%) | 46.00 +46.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.00 +0.5% | 1 qtrs NEW |
| 52 | ROTHSCHILD INVESTMENT LLC | 1.00 +1.0 (+100.0%) | 23.00 +23.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.00 +0.5% | 1 qtrs NEW |
| 53 | SRS CAPITAL ADVISORS, INC. | — -110.0 (-100.0%) | — -2.5K (-100.0%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 54 | TRUE WEALTH DESIGN, LLC | — -1.0 (-100.0%) | — -23.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 55 | LPL FINANCIAL LLC | — -18.9K (-100.0%) | — -423.7K (-100.0%) | 0.00% -0.252 pp | 0.00% 0.000 pp | USD— | 3 qtrs SOLD |
| 56 | SUMMIT WEALTH GROUP LLC / CO | — -2.4K (-100.0%) | — -332.3K (-100.0%) | 0.00% -0.032 pp | 0.00% -0.036 pp | USD— | 2 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.02% | 351.3K | 0.60% |
| 2 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.01% | 127.0K | 0.20% |
| 3 | iShares Russell 2000 Value ETF IWN | 0.01% | 1.23M | 0.24% |
| 4 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 78.0K | 0.06% |
| 5 | State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L | 0.00% | 201.0K | 0.30% |
| 6 | Global X - Russell 2000 ETF RSSL | 0.00% | 49.2K | 0.08% |
| 7 | Invesco Russell 2000 UCITS ETF RTYS.L | 0.00% | 10.6K | 0.25% |
| 8 | Xtrackers Russell 2000 UCITS ETF 1C XRSU.L | 0.00% | 94.0K | 0.30% |
| 9 | iShares Russell 2000 BuyWrite ETF IWMW | 0.00% | 1.8K | 0.39% |
| 10 | iShares Russell 2000 ETF IWM | 0.00% | 2.66M | 0.19% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | Golden Robert | Director | S-Sale | D | Common Stock | 1,295 | 23.53 | 30.5K | 31,702 | D | ↗ |
| 2026-05-20 | Golden Robert | Director | S-Sale | D | Common Stock | 1,012 | 23.01 | 23.3K | 32,997 | D | ↗ |
| 2026-05-19 | Golden Robert | Director | S-Sale | D | Common Stock | 2,259 | 22.79 | 51.5K | 34,009 | D | ↗ |
| 2026-05-06 | Golden Robert | Director | M-Exempt | A | Common Stock | 10,000 | 13.00 | 130.0K | 36,268 | D | ↗ |
| 2026-05-01 | Diiorio Lisa A | Officer | M-Exempt | D | Stock Options | 6,000 | 13.00 | 78.0K | 0 | D | ↗ |
| 2026-04-01 | Locorriere Michael Patrick | Officer | — | — | Common Stock | 0 | 0.00 | — | 30,990 | D | ↗ |
| 2026-02-20 | Wilcox McClelland W | Officer | F-InKind | D | Common Stock | 536 | 21.98 | 11.8K | 100,141 | D | ↗ |
| 2026-02-20 | Vivona John P | Officer | F-InKind | D | Common Stock | 95 | 21.98 | 2.1K | 5,152 | D | ↗ |
| 2026-02-20 | PUORRO MICHAEL P | Director / Officer | F-InKind | D | Common Stock | 680 | 21.98 | 14.9K | 324,693 | D | ↗ |
| 2026-02-20 | Diiorio Lisa A | Officer | F-InKind | D | Common Stock | 428 | 21.98 | 9.4K | 15,778 | D | ↗ |
| 2026-02-20 | Corbett Kevin | Officer | F-InKind | D | Common Stock | 232 | 21.98 | 5.1K | 28,536 | D | ↗ |
| 2026-02-20 | Burns Joseph F | Officer | F-InKind | D | Common Stock | 188 | 21.98 | 4.1K | 11,505 | D | ↗ |
| 2026-02-20 | Burke Lance P | Officer | F-InKind | D | Common Stock | 187 | 21.98 | 4.1K | 28,955 | D | ↗ |
| 2026-02-06 | Golden Robert | Director | S-Sale | D | Common Stock | 700 | 23.60 | 16.5K | 195,358 | I | ↗ |
| 2026-02-05 | Vivona John P | Officer | A-Award | A | Common Stock | 1,338 | 0.00 | — | 5,247 | D | ↗ |
| 2026-02-05 | Sorrenti John R | Director | A-Award | A | Common Stock | 1,592 | 0.00 | — | 47,209 | D | ↗ |
| 2026-02-05 | Sisti Elena | Director | A-Award | A | Common Stock | 1,592 | 0.00 | — | 105,016 | D | ↗ |
| 2026-02-05 | PUORRO MICHAEL P | Director / Officer | A-Award | A | Common Stock | 10,945 | 0.00 | — | 326,046 | D | ↗ |
| 2026-02-05 | Okun Philip A | Director | A-Award | A | Common Stock | 1,592 | 0.00 | — | 42,669 | D | ↗ |
| 2026-02-05 | Negrin Metin | Director | A-Award | A | Common Stock | 1,592 | 0.00 | — | 238,647 | D | ↗ |
| 2026-02-05 | Katz Michael David M.D. | Director | A-Award | A | Common Stock | 1,592 | 0.00 | — | 152,202 | D | ↗ |
| 2026-02-05 | Haspel Ahron H | Director | A-Award | A | Common Stock | 1,592 | 0.00 | — | 29,035 | D | ↗ |
| 2026-02-05 | Golden Robert | Director | S-Sale | D | Common Stock | 500 | 23.50 | 11.8K | 196,058 | I | ↗ |
| 2026-02-05 | Diiorio Lisa A | Officer | A-Award | A | Common Stock | 1,062 | 0.00 | — | 16,365 | D | ↗ |
| 2026-02-05 | Corbett Kevin | Officer | A-Award | A | Common Stock | 2,198 | 0.00 | — | 29,123 | D | ↗ |
| 2026-02-05 | Burns Joseph F | Officer | A-Award | A | Common Stock | 2,592 | 0.00 | — | 11,693 | D | ↗ |
| 2026-02-05 | Burke Lance P | Officer | A-Award | A | Common Stock | 3,185 | 0.00 | — | 29,142 | D | ↗ |
| 2026-02-05 | Abraham Varkey | Director | A-Award | A | Common Stock | 1,592 | 0.00 | — | 45,670 | D | ↗ |
| 2025-12-01 | Vivona John P | Officer | F-InKind | D | Common Stock | 216 | 22.75 | 4.9K | 3,909 | D | ↗ |
| 2025-12-01 | Burns Joseph F | Officer | F-InKind | D | Common Stock | 576 | 22.75 | 13.1K | 9,101 | D | ↗ |
| 2025-11-04 | Golden Robert | Director | S-Sale | D | Common Stock | 5,000 | 21.25 | 106.2K | 80,769 | I | ↗ |
| 2025-08-01 | Burke Lance P | Officer | F-InKind | D | Common Stock | 540 | 20.81 | 11.2K | 25,957 | D | ↗ |
| 2025-05-09 | Golden Robert | Director | S-Sale | D | Common Stock | 5,000 | 23.09 | 115.4K | 196,558 | I | ↗ |
| 2025-05-08 | Golden Robert | Director | S-Sale | D | Common Stock | 1,829 | 23.65 | 43.3K | 201,558 | I | ↗ |
| 2025-05-06 | Golden Robert | Director | S-Sale | D | Common Stock | 1,708 | 23.04 | 39.4K | 203,387 | I | ↗ |
| 2025-05-05 | Golden Robert | Director | S-Sale | D | Common Stock | 323 | 23.40 | 7.6K | 205,095 | I | ↗ |
| 2025-05-02 | Golden Robert | Director | S-Sale | D | Common Stock | 5,000 | 23.42 | 117.1K | 205,418 | I | ↗ |
| 2025-03-31 | Wilcox McClelland W | Officer | F-InKind | D | Common Stock | 6,125 | 22.65 | 138.7K | 101,098 | D | ↗ |
| 2025-03-31 | PUORRO MICHAEL P | Director / Officer | F-InKind | D | Common Stock | 5,705 | 22.65 | 129.2K | 315,101 | D | ↗ |
| 2025-03-31 | Corbett Kevin | Officer | F-InKind | D | Common Stock | 1,437 | 22.65 | 32.5K | 26,925 | D | ↗ |
| 2025-03-31 | Burke Lance P | Officer | F-InKind | D | Common Stock | 1,369 | 22.65 | 31.0K | 26,497 | D | ↗ |
| 2025-02-20 | Wilcox McClelland W | Officer | F-InKind | D | Common Stock | 856 | 25.53 | 21.9K | 96,147 | D | ↗ |
| 2025-02-20 | PUORRO MICHAEL P | Director / Officer | F-InKind | D | Common Stock | 814 | 25.53 | 20.8K | 304,980 | D | ↗ |
| 2025-02-20 | Diiorio Lisa A | Officer | F-InKind | D | Common Stock | 426 | 25.53 | 10.9K | 15,385 | D | ↗ |
| 2025-02-20 | Corbett Kevin | Officer | F-InKind | D | Common Stock | 202 | 25.53 | 5.2K | 24,374 | D | ↗ |
| 2025-02-07 | Golden Robert | Director | S-Sale | D | Common Stock | 2,601 | 26.06 | 67.8K | 210,418 | I | ↗ |
| 2025-02-06 | Wilcox McClelland W | Officer | F-InKind | D | Common Stock | 27,668 | 26.41 | 730.7K | 101,097 | D | ↗ |
| 2025-02-06 | Golden Robert | Director | S-Sale | D | Common Stock | 2,596 | 26.62 | 69.1K | 213,019 | I | ↗ |
| 2025-02-05 | Golden Robert | Director | S-Sale | D | Common Stock | 2,761 | 26.61 | 73.5K | 2,239 | I | ↗ |
| 2025-02-04 | Golden Robert | Director | S-Sale | D | Common Stock | 2,920 | 26.66 | 77.8K | 25,000 | I | ↗ |
| 2025-02-03 | Golden Robert | Director | S-Sale | D | Common Stock | 2,500 | 26.58 | 66.5K | 27,920 | I | ↗ |
| 2025-01-31 | Golden Robert | Director | S-Sale | D | Common Stock | 2,272 | 26.68 | 60.6K | 30,420 | I | ↗ |
| 2025-01-29 | Wilcox McClelland W | Officer | A-Award | A | Common Stock | 5,228 | 0.00 | — | 86,765 | D | ↗ |
| 2025-01-29 | Vivona John P | Officer | A-Award | A | Common Stock | 1,141 | 0.00 | — | 4,125 | D | ↗ |
| 2025-01-29 | Sorrenti John R | Director | A-Award | A | Common Stock | 1,331 | 0.00 | — | 45,617 | D | ↗ |
| 2025-01-29 | Sisti Elena | Director | A-Award | A | Common Stock | 1,331 | 0.00 | — | 103,424 | D | ↗ |
| 2025-01-29 | PUORRO MICHAEL P | Director / Officer | A-Award | A | Common Stock | 9,335 | 0.00 | — | 309,589 | D | ↗ |
| 2025-01-29 | Okun Philip A | Director | A-Award | A | Common Stock | 1,331 | 0.00 | — | 41,077 | D | ↗ |
| 2025-01-29 | Negrin Metin | Director | A-Award | A | Common Stock | 1,331 | 0.00 | — | 237,055 | D | ↗ |
| 2025-01-29 | Katz Michael David M.D. | Director | A-Award | A | Common Stock | 1,331 | 0.00 | — | 150,610 | D | ↗ |
| 2025-01-29 | Haspel Ahron H | Director | A-Award | A | Common Stock | 1,331 | 0.00 | — | 27,443 | D | ↗ |
| 2025-01-29 | Golden Robert | Director | A-Award | A | Common Stock | 1,331 | 0.00 | — | 29,676 | D | ↗ |
| 2025-01-29 | Diiorio Lisa A | Officer | A-Award | A | Common Stock | 920 | 0.00 | — | 15,811 | D | ↗ |
| 2025-01-29 | Corbett Kevin | Officer | A-Award | A | Common Stock | 1,910 | 0.00 | — | 25,538 | D | ↗ |
| 2025-01-29 | Burns Joseph F | Officer | A-Award | A | Common Stock | 2,253 | 0.00 | — | 9,677 | D | ↗ |
| 2025-01-29 | Burke Lance P | Officer | A-Award | A | Common Stock | 2,662 | 0.00 | — | 24,068 | D | ↗ |
| 2025-01-29 | Abraham Varkey | Director | A-Award | A | Common Stock | 1,331 | 0.00 | — | 44,078 | D | ↗ |
| 2024-12-10 | Katz Michael David M.D. | Director | S-Sale | D | Common Stock | 5,000 | 25.53 | 127.7K | 149,279 | D | ↗ |
| 2024-12-10 | Golden Robert | Director | S-Sale | D | Common Stock | 2,500 | 25.50 | 63.8K | 28,345 | D | ↗ |
| 2024-12-01 | Vivona John P | Officer | F-InKind | D | Common Stock | 216 | 25.19 | 5.4K | 2,984 | D | ↗ |
| 2024-12-01 | Burns Joseph F | Officer | F-InKind | D | Common Stock | 576 | 25.19 | 14.5K | 7,424 | D | ↗ |
| 2024-11-22 | Sisti Elena | Director | P-Purchase | A | Common Stock | 215 | 23.48 | 5.0K | 102,093 | D | ↗ |
| 2024-09-25 | Thaden Michael | Director | — | — | No securities are beneficially owned | 0 | 0.00 | — | 0 | I | ↗ |
| 2024-09-10 | Abraham Varkey | Director | M-Exempt | D | Non-Qualified Stock Option | 3,217 | 10.00 | 32.2K | 0 | — | ↗ |
| 2024-08-28 | PUORRO MICHAEL P | Director / Officer | M-Exempt | A | Common Stock | 41,840 | 10.00 | 418.4K | 330,411 | — | ↗ |
| 2024-08-26 | Haspel Ahron H | Director | M-Exempt | A | Common Stock | 8,139 | 10.00 | 81.4K | 30,762 | — | ↗ |
| 2024-08-20 | Okun Philip A | Director | P-Purchase | A | Common Stock | 100 | 17.14 | 1.7K | 39,746 | — | ↗ |
| 2024-08-01 | Burke Lance P | Officer | F-InKind | D | Common Stock | 540 | 17.61 | 9.5K | 21,406 | — | ↗ |
| 2024-06-14 | Okun Philip A | Director | P-Purchase | A | Common Stock | 500 | 16.49 | 8.2K | 39,646 | — | ↗ |
| 2024-06-13 | Okun Philip A | Director | P-Purchase | A | Common Stock | 500 | 16.47 | 8.2K | 39,146 | — | ↗ |
| 2024-06-12 | Okun Philip A | Director | P-Purchase | A | Common Stock | 500 | 16.25 | 8.1K | 38,646 | — | ↗ |
| 2024-06-11 | Okun Philip A | Director | P-Purchase | A | Common Stock | 500 | 16.26 | 8.1K | 38,146 | — | ↗ |
| 2024-05-03 | Burke Lance P | Officer | P-Purchase | A | Common Stock | 175 | 16.61 | 2.9K | 21,946 | — | ↗ |
| 2024-05-02 | Burke Lance P | Officer | P-Purchase | A | Common Stock | 200 | 16.57 | 3.3K | 21,771 | — | ↗ |
| 2024-05-01 | Burke Lance P | Officer | P-Purchase | A | Common Stock | 200 | 16.67 | 3.3K | 21,571 | — | ↗ |
| 2024-04-30 | Wilcox McClelland W | Officer | P-Purchase | A | Common Stock | 250 | 16.60 | 4.2K | 81,537 | — | ↗ |
| 2024-04-30 | PUORRO MICHAEL P | Director / Officer | P-Purchase | A | Common Stock | 500 | 16.60 | 8.3K | 278,388 | — | ↗ |
| 2024-04-30 | Burke Lance P | Officer | P-Purchase | A | Common Stock | 200 | 16.60 | 3.3K | 21,371 | — | ↗ |
| 2024-04-24 | Vivona John P | Officer | P-Purchase | A | Common Stock | 200 | 16.79 | 3.4K | 3,200 | — | ↗ |
| 2024-04-24 | PUORRO MICHAEL P | Director / Officer | P-Purchase | A | Common Stock | 200 | 16.78 | 3.4K | 277,888 | — | ↗ |
| 2024-04-24 | Burke Lance P | Officer | P-Purchase | A | Common Stock | 200 | 16.78 | 3.4K | 21,171 | — | ↗ |
| 2024-04-23 | PUORRO MICHAEL P | Director / Officer | P-Purchase | A | Common Stock | 200 | 16.90 | 3.4K | 277,688 | — | ↗ |
| 2024-04-22 | Wilcox McClelland W | Officer | P-Purchase | A | Common Stock | 200 | 16.91 | 3.4K | 81,287 | — | ↗ |
| 2024-04-22 | Sisti Elena | Director | P-Purchase | A | Common Stock | 2,000 | 16.95 | 33.9K | 101,878 | — | ↗ |
| 2024-04-22 | PUORRO MICHAEL P | Director / Officer | P-Purchase | A | Common Stock | 200 | 16.58 | 3.3K | 277,488 | — | ↗ |
| 2024-04-09 | Katz Michael David M.D. | Director | M-Exempt | D | Non-Qualified Stock Option | 7,057 | 10.00 | 70.6K | 0 | — | ↗ |
| 2024-03-05 | Okun Philip A | Director | M-Exempt | A | Common Stock | 8,139 | 10.00 | 81.4K | 42,584 | — | ↗ |
| 2024-03-01 | Sorrenti John R | Director | A-Award | A | Common Stock | 2,117 | 0.00 | — | 44,286 | — | ↗ |
| 2024-03-01 | Sisti Elena | Director | A-Award | A | Common Stock | 2,117 | 0.00 | — | 99,878 | — | ↗ |
| 2024-03-01 | Okun Philip A | Director | A-Award | A | Common Stock | 2,117 | 0.00 | — | 34,445 | — | ↗ |
| 2024-03-01 | Negrin Metin | Director | A-Award | A | Common Stock | 2,117 | 0.00 | — | 235,724 | — | ↗ |
| 2024-03-01 | Katz Michael David M.D. | Director | A-Award | A | Common Stock | 2,117 | 0.00 | — | 147,222 | — | ↗ |
| 2024-03-01 | Haspel Ahron H | Director | A-Award | A | Common Stock | 2,117 | 0.00 | — | 22,623 | — | ↗ |
| 2024-03-01 | Golden Robert | Director | A-Award | A | Common Stock | 2,117 | 0.00 | — | 30,845 | — | ↗ |
| 2024-03-01 | Abraham Varkey | Director | A-Award | A | Common Stock | 2,117 | 0.00 | — | 39,529 | — | ↗ |
| 2024-02-20 | Wilcox McClelland W | Officer | F-InKind | D | Common Stock | 2,442 | 17.60 | 43.0K | 81,619 | — | ↗ |
| 2024-02-20 | Diiorio Lisa A | Officer | F-InKind | D | Common Stock | 428 | 17.60 | 7.5K | 14,891 | — | ↗ |
| 2024-02-20 | Burke Lance P | Officer | F-InKind | D | Common Stock | 853 | 17.60 | 15.0K | 21,158 | — | ↗ |
| 2024-01-31 | Golden Robert | Director | P-Purchase | A | Common Stock | 500 | 18.00 | 9.0K | 28,728 | — | ↗ |
| 2024-01-29 | Sisti Elena | Director | P-Purchase | A | Common Stock | 2,750 | 18.01 | 49.5K | 97,761 | — | ↗ |
| 2024-01-29 | Katz Michael David M.D. | Director | P-Purchase | A | Common Stock | 700 | 18.02 | 12.6K | 145,105 | — | ↗ |
| 2024-01-19 | Wilcox McClelland W | Officer | A-Award | A | Common Stock | 7,745 | 0.00 | — | 84,061 | — | ↗ |
| 2024-01-19 | PUORRO MICHAEL P | Director / Officer | A-Award | A | Common Stock | 11,300 | 0.00 | — | 277,288 | — | ↗ |
| 2024-01-19 | Diiorio Lisa A | Officer | A-Award | A | Common Stock | 1,000 | 0.00 | — | 15,319 | — | ↗ |
| 2024-01-19 | Corbett Kevin | Officer | A-Award | A | Common Stock | 2,810 | 0.00 | — | 23,628 | — | ↗ |
| 2024-01-19 | Burke Lance P | Officer | A-Award | A | Common Stock | 2,810 | 0.00 | — | 22,011 | — | ↗ |
| 2023-12-26 | Wilcox McClelland W | Officer | F-InKind | D | Common Stock | 18,783 | 17.40 | 326.8K | 76,316 | — | ↗ |
| 2023-12-08 | Okun Philip A | Director | S-Sale | D | Common Stock | 1,124 | 17.75 | 20.0K | 32,328 | — | ↗ |
| 2023-12-06 | Sorrenti John R | Director | M-Exempt | A | Common Stock | 3,500 | 10.00 | 35.0K | 42,169 | — | ↗ |
| 2023-12-01 | Vivona John P | Officer | A-Award | A | Common Stock | 3,000 | 0.00 | — | 3,000 | — | ↗ |
| 2023-12-01 | Burns Joseph F | Officer | A-Award | A | Common Stock | 8,000 | 0.00 | — | 8,000 | — | ↗ |
| 2023-11-16 | Burns Joseph F | Officer | — | D | No securities are beneficially owned | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-11-08 | Sisti Elena | Director | P-Purchase | A | Common Stock | 265 | 18.00 | 4.8K | 95,011 | — | ↗ |
| 2023-10-23 | Vivona John P | Officer | — | D | No securities are beneficially owned | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-02-20 | Wilcox McClelland W | Officer | F-InKind | D | Common Stock | 842 | 19.56 | 16.5K | 65,199 | — | ↗ |
| 2023-02-20 | Rouse Alice T | Officer | F-InKind | D | Common Stock | 833 | 19.56 | 16.3K | 25,807 | — | ↗ |
| 2023-02-20 | Diiorio Lisa A | Officer | F-InKind | D | Common Stock | 428 | 19.56 | 8.4K | 14,319 | — | ↗ |
| 2023-01-24 | Wilcox McClelland W | Officer | A-Award | A | Common Stock | 6,612 | 0.00 | — | 66,041 | — | ↗ |
| 2023-01-24 | Sorrenti John R | Director | A-Award | A | Common Stock | 1,612 | 0.00 | — | 38,669 | — | ↗ |
| 2023-01-24 | Sisti Elena | Director | A-Award | A | Common Stock | 1,612 | 0.00 | — | 94,746 | — | ↗ |
| 2023-01-24 | Rouse Alice T | Officer | A-Award | A | Common Stock | 2,153 | 0.00 | — | 26,640 | — | ↗ |
| 2023-01-24 | PUORRO MICHAEL P | Officer | A-Award | A | Common Stock | 9,445 | 0.00 | — | 265,988 | — | ↗ |
| 2023-01-24 | Okun Philip A | Director | A-Award | A | Common Stock | 1,612 | 0.00 | — | 33,452 | — | ↗ |
| 2023-01-24 | Negrin Metin | Director | A-Award | A | Common Stock | 1,612 | 0.00 | — | 233,607 | — | ↗ |
| 2023-01-24 | Katz Michael David M.D. | Director | A-Award | A | Common Stock | 1,612 | 0.00 | — | 144,405 | — | ↗ |
| 2023-01-24 | Haspel Ahron H | Director | A-Award | A | Common Stock | 1,612 | 0.00 | — | 20,506 | — | ↗ |
| 2023-01-24 | Golden Robert | Director | A-Award | A | Common Stock | 1,612 | 0.00 | — | 28,228 | — | ↗ |
| 2023-01-24 | Corbett Kevin | Officer | A-Award | A | Common Stock | 2,380 | 0.00 | — | 20,818 | — | ↗ |
| 2023-01-24 | Burke Lance P | Officer | A-Award | A | Common Stock | 2,267 | 0.00 | — | 19,201 | — | ↗ |
| 2023-01-24 | Abraham Varkey | Director | A-Award | A | Common Stock | 1,612 | 0.00 | — | 37,412 | — | ↗ |
| 2022-12-01 | Sorrenti John R | Director | M-Exempt | D | Non-Qualified Stock Option | 3,557 | 0.00 | — | 3,500 | — | ↗ |
| 2022-08-11 | Sisti Elena | Director | J-Other | A | Common Stock | 3,384 | 0.00 | — | 144,152 | — | ↗ |
| 2022-08-11 | Katz Michael David M.D. | Director | P-Purchase | A | Common Stock | 40 | 20.11 | 804.40 | 65 | — | ↗ |
| 2022-05-11 | Wilcox McClelland W | Officer | P-Purchase | A | Common Stock | 5,000 | 21.00 | 105.0K | 59,429 | — | ↗ |
| 2022-05-11 | Sorrenti John R | Director | P-Purchase | A | Common Stock | 2,500 | 21.00 | 52.5K | 33,500 | — | ↗ |
| 2022-05-11 | Sisti Elena | Director | P-Purchase | A | Common Stock | 8,000 | 21.00 | 168.0K | 140,768 | — | ↗ |
| 2022-05-11 | Rouse Alice T | Officer | P-Purchase | A | Common Stock | 2,000 | 21.00 | 42.0K | 24,487 | — | ↗ |
| 2022-05-11 | PUORRO MICHAEL P | Officer | P-Purchase | A | Common Stock | 5,000 | 21.00 | 105.0K | 256,723 | — | ↗ |
| 2022-05-11 | Okun Philip A | Director | P-Purchase | A | Common Stock | 3,000 | 21.00 | 63.0K | 31,840 | — | ↗ |
| 2022-05-11 | Negrin Metin | Director | P-Purchase | A | Common Stock | 8,000 | 21.00 | 168.0K | 231,995 | — | ↗ |
| 2022-05-11 | Katz Michael David M.D. | Director | P-Purchase | A | Common Stock | 5,000 | 21.00 | 105.0K | 142,793 | — | ↗ |
| 2022-05-11 | Haspel Ahron H | Director | P-Purchase | A | Common Stock | 5,000 | 21.00 | 105.0K | 18,894 | — | ↗ |
| 2022-05-11 | Golden Robert | Director | P-Purchase | A | Common Stock | 5,000 | 21.00 | 105.0K | 59,308 | — | ↗ |
| 2022-05-11 | Finneran Brian K | Officer | P-Purchase | A | Common Stock | 2,500 | 21.00 | 52.5K | 87,029 | — | ↗ |
| 2022-05-11 | Diiorio Lisa A | Officer | P-Purchase | A | Common Stock | 1,000 | 21.00 | 21.0K | 14,747 | — | ↗ |
| 2022-05-11 | Corbett Kevin | Officer | P-Purchase | A | Common Stock | 5,000 | 21.00 | 105.0K | 18,438 | — | ↗ |
| 2022-05-11 | Burke Lance P | Officer | P-Purchase | A | Common Stock | 2,000 | 21.00 | 42.0K | 16,934 | — | ↗ |
| 2022-05-11 | Abraham Varkey | Director | P-Purchase | A | Common Stock | 2,500 | 21.00 | 52.5K | 49,134 | — | ↗ |
| 2022-05-10 | Wilcox McClelland W | Officer | — | D | Common Stock | 0 | 0.00 | — | 54,429 | — | ↗ |
| 2022-05-10 | Sorrenti John R | Director | — | D | Common Stock | 0 | 0.00 | — | 31,000 | — | ↗ |
| 2022-05-10 | Sisti Elena | Director | — | D | Common Stock | 0 | 0.00 | — | 132,768 | — | ↗ |
| 2022-05-10 | Rouse Alice T | Officer | — | D | Common Stock | 0 | 0.00 | — | 22,487 | — | ↗ |
| 2022-05-10 | PUORRO MICHAEL P | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 251,723 | — | ↗ |
| 2022-05-10 | Okun Philip A | Director | — | D | Common Stock | 0 | 0.00 | — | 28,840 | — | ↗ |
| 2022-05-10 | Negrin Metin | Director | — | D | Common Stock | 0 | 0.00 | — | 223,995 | — | ↗ |
| 2022-05-10 | Katz Michael David M.D. | Director | — | I | Common Stock | 0 | 0.00 | — | 96,760 | — | ↗ |
| 2022-05-10 | Haspel Ahron H | Director | — | D | Common Stock | 0 | 0.00 | — | 13,894 | — | ↗ |
| 2022-05-10 | Golden Robert | Director | — | I | Common Stock | 0 | 0.00 | — | 254,461 | — | ↗ |
| 2022-05-10 | Finneran Brian K | Officer | — | D | Common Stock | 0 | 0.00 | — | 84,529 | — | ↗ |
| 2022-05-10 | Diiorio Lisa A | Officer | — | D | Common Stock | 0 | 0.00 | — | 13,747 | — | ↗ |
| 2022-05-10 | Corbett Kevin | Officer | — | D | Common Stock | 0 | 0.00 | — | 13,438 | — | ↗ |
| 2022-05-10 | Chardavoyne Deonisia | Officer | — | D | Common Stock | 0 | 0.00 | — | 16,750 | — | ↗ |
| 2022-05-10 | Burke Lance P | Officer | — | D | Common Stock | 0 | 0.00 | — | 14,934 | — | ↗ |
| 2022-05-10 | Abraham Varkey | Director | — | D | Common Stock | 0 | 0.00 | — | 46,634 | — | ↗ |
| 2021-05-27 | Wilcox McClelland W | Officer | — | D | Non-Qualified Stock Option | 29,900 | 4.46 | 133.4K | 0 | — | ↗ |
| 2020-07-24 | Finneran Brian K | Officer | — | D | Non-Qualified Stock Option | 1,541 | 16.25 | 25.0K | 0 | — | ↗ |
| 2020-04-01 | Rouse Alice T | Officer | — | D | Incentive Stock Option | 6,000 | 16.25 | 97.5K | 0 | — | ↗ |
| 2019-09-01 | Golden Robert | Director | — | — | Non-Qualified Stock Option | 10,000 | 13.00 | 130.0K | 0 | D | ↗ |
| 2019-09-01 | Diiorio Lisa A | Officer | — | D | Incentive Stock Option | 6,000 | 13.00 | 78.0K | 0 | — | ↗ |
| 2017-10-01 | Sorrenti John R | Director | — | D | Non-Qualified Stock Option | 7,057 | 10.00 | 70.6K | 0 | — | ↗ |
| 2017-10-01 | PUORRO MICHAEL P | Director / Officer | — | D | Incentive Stock Option | 30,000 | 10.00 | 300.0K | 0 | — | ↗ |
| 2017-10-01 | Okun Philip A | Director | — | D | Non-Qualified Stock Option | 8,139 | 10.00 | 81.4K | 0 | — | ↗ |
| 2017-10-01 | Katz Michael David M.D. | Director | — | D | Non-Qualified Stock Option | 7,057 | 10.00 | 70.6K | 0 | — | ↗ |
| 2017-10-01 | Haspel Ahron H | Director | — | D | Non-Qualified Stock Option | 8,139 | 10.00 | 81.4K | 0 | — | ↗ |
| 2017-10-01 | Abraham Varkey | Director | — | D | Non-Qualified Stock Option | 3,217 | 10.00 | 32.2K | 0 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2023 | Michael P. Puorro, Chairman and Chief Executive Officer | 625.0K | — | 187.5K | — | 281.3K | 46.7K | 1.14M | 16.44% | ↗ |
| 2 | 2023 | McClelland Wilcox, President | 525.0K | — | 131.2K | — | 157.5K | 25.0K | 838.8K | 15.65% | ↗ |
| 3 | 2023 | Kevin Corbett, Executive Vice President and Chief Credit Officer | 315.0K | — | 47.2K | — | 78.8K | 9.2K | 450.2K | 10.49% | ↗ |
| 4 | 2022 | Michael P. Puorro, Chairman and Chief Executive Officer | 625.0K | — | 736.5K | — | 391.5K | 39.3K | 1.79M | 41.09% | ↗ |
| 5 | 2022 | McClelland Wilcox, Senior Executive Vice President, Chief Lending and Revenue Officer | 525.0K | — | 517.5K | — | 222.8K | 21.7K | 1.29M | 40.21% | ↗ |
| 6 | 2022 | McClelland Wilcox, President | 525.0K | — | 517.5K | — | 222.8K | 21.7K | 1.29M | 40.21% | ↗ |
| 7 | 2022 | Brian K. Finneran, President | 500.0K | — | 487.5K | — | 202.5K | 26.8K | 1.22M | 40.06% | ↗ |
| 8 | 2022 | Kevin Corbett, Executive Vice President and Chief Credit Officer | 315.0K | — | 186.8K | — | 112.5K | 15.0K | 629.3K | 29.68% | ↗ |
| 9 | 2021 | Michael P. Puorro, Chairman and Chief Executive Officer | 570.8K | — | 82.5K | — | 247.5K | 36.7K | 937.4K | 8.80% | ↗ |
| 10 | 2021 | Brian K. Finneran, President | 417.3K | — | 40.0K | — | 120.0K | 25.7K | 603.0K | 6.63% | ↗ |
| 11 | 2021 | Kevin Corbett, Executive Vice President and Chief Credit Officer | 295.4K | — | 21.4K | — | 66.5K | 14.9K | 398.2K | 5.37% | ↗ |
| 12 | 2021 | McClelland Wilcox, President | 156.1K | — | — | — | — | 5.6K | 161.7K | 0.00% | ↗ |
| 13 | 2021 | McClelland Wilcox, Senior Executive Vice President, Chief Lending and Revenue Officer | 156.1K | — | — | — | — | 5.6K | 161.7K | 0.00% | ↗ |
| 14 | 2020 | Michael P. Puorro, Chairman and Chief Executive Officer | 534.6K | — | 103.7K | — | 311.2K | 28.2K | 977.8K | 10.61% | ↗ |
| 15 | 2020 | Brian K. Finneran, President | 381.5K | — | 51.0K | — | 150.0K | 25.5K | 608.1K | 8.39% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Michael Puorro | President, CEO & Chairman | 1M | male |
| McClelland W. Wilcox | President & Chief Revenue Officer | 687.3K | male |
| Joseph Burns | Executive Vice President & Chief Lending Officer | 516.7K | male |
| Kevin Corbett | Executive Vice President & Chief Credit Officer | 403.0K | male |
| Michael Locorriere | Senior EVP & Chief Municipal Officer | — | male |
| Michelle Mihas | Senior Vice President & Corporate Secretary | — | female |
| Ray Sanchez | First Senior Vice President & Chief Information Officer | — | male |
| Raymond Sanchez | Executive VP & Chief Information Officer | — | male |
| John Vivona | Executive Vice President & Chief Risk Officer | — | male |
| William J. Newham | Executive VP & Chief Commercial Real Estate Lending Officer | — | male |
| Lance Burke | Senior EVP & CFO | — | male |
| Lisa A. Dilorio | First Senior Vice President & Chief Accounting Officer | — | female |
No Senate trading activity found for this company.
No House trading activity found for this company.
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for HNVR
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.

MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
