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Hawthorn Bancshares, Inc. (HWBK)

USD38.90 +0.40 (+1.04%)
US NASDAQ Financial Services Banks - Regional
Address 132 East High Street 65102
Jefferson City, MO, US
CEO Brent Giles
IPO 1999-07-20
CIK 893847 ISIN US4204761039

Explore sections of this company profile

Description

Hawthorn Bancshares, Inc. functions as the parent holding company for Hawthorn Bank, which delivers a full spectrum of financial services to both commercial clients and individual consumers. The institution offers various deposit accounts, such as checking, savings, money market, and individual retirement accounts, in addition to time deposits and certificates of deposit. Its lending portfolio encompasses commercial and industrial financing, personal installment and single payment loans, consumer credit, and both commercial and residential real estate loans. Furthermore, Hawthorn Bank provides specialized financing for equipment, operating capital, and Small Business Administration (SBA) loans. Customers also have access to debit and credit card services. Beyond conventional banking, the company furnishes trust services, including estate planning, investment management, and asset supervision. Other available resources include cash management solutions, secure safety deposit boxes, brokerage facilities, and convenient internet banking. The bank maintains a presence across Missouri with 23 branch locations, serving communities such as Jefferson City, Columbia, Clinton, Warsaw, Springfield, St. Louis, and the broader Kansas City metropolitan area. Hawthorn Bancshares, Inc. traces its origins back to 1865 and is headquartered in Jefferson City, Missouri.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Exchange CNSB 2000-04-07 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD38.90 +0.40 (+1.04%)
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Volume Profile
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Liquidity & share structure
Average Volume
11.2K
Beta
0.47
Float Shares
6.19M
Free Float %
89.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.33% -0.14% +4.04% +4.31% +15.11% +4.16% +26.10% +105.60% +88.43% +243.06% +2,571.32%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
38.90
DCF (Unlevered) 39.03 +0.3%
DCF (Levered) 52.18 +34.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
0.43
Distress
Piotroski F-Score
8 / 9
Strong
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    +2.2% Q1'26: +6.8% (vs Q1'25)
  • EPS growth
    +31.4% Q1'26: +27.3% (vs Q1'25)
  • FCF margin
    Q1'26: +27.7% (vs Q1'25)
  • EBIT margin
    Q1'26: +29.3% (vs Q1'25)
  • ROIC
    Q1'26: -62.8% (vs Q1'25)
  • Share dilution
    0.0% Q1'26: -1.2% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 0.00× (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 (0.45) × ERP
WACC = 62% × Ke + 38% × Kd (20.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 39.03 Current price: 38.90
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-05-08 C 2/5 4/5 1/5 1/5 1/5 3/5 1/5
2026-05-07 C 2/5 4/5 1/5 1/5 1/5 3/5 1/5
2026-05-06 C 2/5 4/5 1/5 1/5 1/5 3/5 1/5
2026-05-05 C 2/5 4/5 1/5 1/5 1/5 3/5 1/5
2026-05-04 C 2/5 4/5 1/5 1/5 1/5 3/5 1/5
2026-05-01 C 2/5 4/5 1/5 1/5 1/5 3/5 1/5
2026-04-30 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-04-29 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-04-28 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-04-27 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-04-24 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-04-23 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-22 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-21 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-20 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-17 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-16 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
23.73M
OE per share TTM
3.39
Owner's Yield
9.45%
Maintenance CapEx ratio
25.97%
Maint CapEx / Avg PPE
36.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
7
Total invested
648.0K
Insider transactions (90d)
0
Beneficial owners (>5%)
27
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Jeffrey L. Gendell 550.1K 9.78% 550.1K IN United States 2017-02-10
2 Tontine Financial Partners, L.P. 550.1K 9.78% 550.1K PN Delaware 2017-02-10
3 Tontine Management, L.L.C. 550.1K 9.78% 550.1K OO Delaware 2017-02-10
4 of 5 Pages 529.9K 10.10% 245.3K BK NUMBER OF 2015-02-17
5 persons (: 456.4K 16.10% 263.4K 21.7K 401.8K 45.9K BK 43-1626351 2003-02-14
6 FJ Capital Management LLC 445.3K 6.33% 445.3K IA 2024-02-13
7 Martin Friedman 445.3K 6.33% 445.3K IN 2024-02-13
8 6.8% 408.1K 6.80% 408.1K PN Delaware 2018-10-22
9 John W. Palmer 341.8K 5.20% 341.8K 10.00 IN USA 2022-02-17
10 PL Capital Advisors, LLC 341.8K 5.20% 341.8K 10.00 IA Delaware 2022-02-17
11 Richard J. Lashley 341.8K 5.20% 341.8K 10.00 IN USA 2022-02-17
12 Financial Opportunity Fund LLC 338.7K 4.81% 338.7K OO 2024-02-13
13 Jonathan Holtaway 309.9K 5.69% 648.00 309.2K 648.00 309.2K HC, IN Delaware 2016-02-01
14 Ategra Capital Management, LLC 309.2K 5.68% 309.2K 309.2K IA, OO Delaware 2016-02-01
15 Ategra Community Financial Institution Fund, L.P. 309.2K 5.68% 309.2K 309.2K PN Delaware 2016-02-01
16 Ategra GP, LLC 309.2K 5.68% 309.2K 309.2K OO Delaware 2016-02-01
17 #43-1626351 218.2K 17.90% 94.4K 10.8K 195.2K 23.0K BK Organized under the laws of the United States 2000-02-11
18 3.4% 215.2K 3.40% 215.2K 215.2K PN 2020-02-14
19 HEARTLAND ADVISORS, INC. 195.4K 4.00% 195.4K 195.4K IA WISCONSIN, U.S.A. 2012-09-07
20 WILLIAM J. NASGOVITZ 195.4K 4.00% 195.4K 195.4K IN WISCONSIN, U.S.A. 2012-09-07
21 HAWTHORN BANK 111.5K 1.80% 111.5K BK Missouri 2019-02-11
22 #44-6007349 109.1K 8.90% 109.1K EP Missouri 2000-02-11
23 Financial Hybrid Opportunity Fund LLC 52.1K 0.74% 52.1K OO 2024-02-13
24 (1) BlackRock, Inc. 45.8K 0.70% 45.4K 45.8K HC Delaware 2021-07-12
25 500 24 0720 39.3K 5.40% 37.4K 2.0K 28.0K 2.0K IN United States Citizen 1999-02-12
26 Financial Hybrid Opportunity SPVI LLC 19.7K 0.28% 19.7K OO 2024-02-13
27 Financial Opportunity Long/Short Fund LLC 13.8K 0.20% 13.8K OO 2024-02-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
7
-57 vs prev Q
New positions
2
Closed positions
59
Increased
2
Reduced
2
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 ATEGRA CAPITAL MANAGEMENT, LLC 342.4K +— (+0.0%) 11.94M +1.3M (+12.4%) 4.90% +0.000 pp 5.68% -0.588 pp USD19.18 +81.9% 28 qtrs
2 VANGUARD GROUP INC 317.8K -4.1K (-1.3%) 11.09M +1.1M (+10.9%) 4.55% -0.059 pp 0.00% +0.000 pp USD18.49 +88.6% 75 qtrs
3 BLACKROCK, INC. 300.6K +26.7K (+9.7%) 10.49M +2.0M (+23.3%) 4.30% +0.382 pp 0.00% +0.000 pp USD29.30 +19.0% 6 qtrs
4 FJ CAPITAL MANAGEMENT LLC 190.7K +— (+0.0%) 6.65M +732.3K (+12.4%) 2.73% +0.000 pp 0.73% +0.102 pp USD20.82 +67.5% 30 qtrs
5 DIMENSIONAL FUND ADVISORS LP 155.9K +2.7K (+1.8%) 5.44M +682.5K (+14.4%) 2.23% +0.039 pp 0.00% +0.000 pp USD13.84 +152.0% 51 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 139.6K +162.0 (+0.1%) 4.87M +541.2K (+12.5%) 2.00% +0.002 pp 0.00% +0.000 pp USD24.64 +41.6% 36 qtrs
7 STATE STREET CORP 78.7K +4.9K (+6.6%) 2.76M +453.6K (+19.7%) 1.13% +0.070 pp 0.00% +0.000 pp USD27.29 +27.8% 30 qtrs
8 BRIDGEWAY CAPITAL MANAGEMENT, LLC 75.7K +— (+0.0%) 2.64M +290.6K (+12.4%) 1.08% +0.000 pp 0.06% +0.005 pp USD16.65 +109.5% 37 qtrs
9 MONETA GROUP INVESTMENT ADVISORS LLC 48.5K -1.1K (-2.2%) 1.69M +152.5K (+9.9%) 0.69% -0.016 pp 0.01% +0.001 pp USD27.67 +26.1% 6 qtrs
10 PINNACLE HOLDINGS, LLC 47.8K +— (+0.0%) 1.67M +183.4K (+12.4%) 0.68% +0.000 pp 0.56% +0.046 pp USD17.14 +103.5% 38 qtrs
11 NORTHERN TRUST CORP 40.2K -5.8K (-12.7%) 1.40M -26.7K (-1.9%) 0.57% -0.083 pp 0.00% +0.000 pp USD26.66 +30.8% 27 qtrs
12 RBF CAPITAL, LLC 39.2K +— (+0.0%) 1.37M +150.4K (+12.4%) 0.56% +0.000 pp 0.06% +0.006 pp USD9.03 +286.3% 54 qtrs
13 RENAISSANCE TECHNOLOGIES LLC 37.2K -1.8K (-4.7%) 1.30M +85.7K (+7.1%) 0.53% -0.026 pp 0.00% +0.000 pp USD24.17 +44.3% 8 qtrs
14 EMPOWERED FUNDS, LLC 33.1K +— (+0.0%) 1.15M +126.9K (+12.4%) 0.47% +0.000 pp 0.01% -0.001 pp USD20.88 +67.0% 11 qtrs
15 MERCER GLOBAL ADVISORS INC /ADV 32.4K +10.1K (+44.9%) 1.13M +436.6K (+62.9%) 0.46% +0.144 pp 0.00% +0.001 pp USD26.31 +32.6% 14 qtrs
16 GOLDMAN SACHS GROUP INC 30.8K +7.2K (+30.3%) 1.07M +340.4K (+46.4%) 0.44% +0.102 pp 0.00% +0.000 pp USD31.93 +9.2% 5 qtrs
17 AMERICAN CENTURY COMPANIES INC 20.6K +— (+0.0%) 718.6K +79.1K (+12.4%) 0.29% +0.000 pp 0.00% +0.000 pp USD22.73 +53.5% 19 qtrs
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 16.4K -307.0 (-1.8%) 571.7K +53.4K (+10.3%) 0.23% -0.004 pp 0.00% +0.000 pp USD29.14 +19.7% 3 qtrs
19 ALLIANCEBERNSTEIN L.P. 15.7K +15.7K (+100.0%) 547.8K +547.8K (+100.0%) 0.22% +0.225 pp 0.00% +0.000 pp USD34.88 +0.0% 1 qtrs NEW
20 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 15.6K +— (+0.0%) 544.3K +59.9K (+12.4%) 0.22% +0.000 pp 0.00% +0.000 pp USD29.14 +19.7% 3 qtrs
21 EAGLE BLUFFS WEALTH MANAGEMENT LLC 13.7K +497.0 (+3.8%) 482.2K +68.6K (+16.6%) 0.20% +0.007 pp 0.20% +0.017 pp USD22.63 +54.1% 8 qtrs
22 BANK OF NEW YORK MELLON CORP 13.8K -104.0 (-0.7%) 480.8K +49.7K (+11.5%) 0.20% -0.002 pp 0.00% +0.000 pp USD29.19 +19.5% 3 qtrs
23 CITADEL ADVISORS LLC 11.6K +196.0 (+1.7%) 403.0K +50.5K (+14.3%) 0.17% +0.003 pp 0.00% +0.000 pp USD28.73 +21.4% 5 qtrs
24 PRICE T ROWE ASSOCIATES INC /MD/ 10.9K +— (+0.0%) 382.0K +42.0K (+12.4%) 0.16% +0.000 pp 0.00% +0.000 pp USD26.05 +33.9% 6 qtrs
25 BARCLAYS PLC 10.8K +10.1K (+1,367.9%) 376.3K +357.9K (+1,945.6%) 0.15% +0.144 pp 0.00% +0.000 pp USD34.48 +1.2% 6 qtrs
26 COLONY GROUP, LLC 9.2K +29.0 (+0.3%) 322.3K +36.4K (+12.7%) 0.13% +0.000 pp 0.00% 0.000 pp USD25.06 +39.2% 6 qtrs
27 CREATIVE PLANNING 8.0K +1.4K (+20.9%) 279.7K +73.8K (+35.8%) 0.11% +0.020 pp 0.00% +0.000 pp USD31.70 +10.0% 2 qtrs
28 MORGAN STANLEY 7.8K +2.3K (+41.9%) 272.6K +101.6K (+59.4%) 0.11% +0.033 pp 0.00% +0.000 pp USD30.51 +14.3% 32 qtrs
29 NUVEEN, LLC 7.5K +— (+0.0%) 261.8K +28.8K (+12.4%) 0.11% +0.000 pp 0.00% +0.000 pp USD29.14 +19.7% 3 qtrs
30 RHUMBLINE ADVISERS 6.9K -1.1K (-13.5%) 242.3K -6.9K (-2.8%) 0.10% -0.016 pp 0.00% +0.000 pp USD29.14 +19.7% 3 qtrs
31 TWO SIGMA INVESTMENTS, LP 6.6K +6.6K (+100.0%) 228.7K +228.7K (+100.0%) 0.09% +0.094 pp 0.00% +0.000 pp USD34.88 +0.0% 1 qtrs NEW
32 WELLS FARGO & COMPANY/MN 6.5K +2.1K (+46.2%) 227.3K +89.0K (+64.3%) 0.09% +0.030 pp 0.00% +0.000 pp USD31.17 +11.9% 3 qtrs
33 HSBC HOLDINGS PLC 6.9K +6.9K (+100.0%) 224.5K +224.5K (+100.0%) 0.10% +0.099 pp 0.00% +0.000 pp USD34.88 +0.0% 1 qtrs NEW
34 CENTRAL TRUST CO 5.2K +— (+0.0%) 180.3K +19.8K (+12.4%) 0.07% +0.000 pp 0.00% +0.000 pp USD20.01 +74.3% 39 qtrs
35 DEUTSCHE BANK AG\ 4.7K +670.0 (+16.8%) 162.7K +38.7K (+31.2%) 0.07% +0.010 pp 0.00% +0.000 pp USD31.59 +10.4% 2 qtrs
36 BANK OF AMERICA CORP /DE/ 4.6K +2.1K (+85.1%) 160.0K +83.0K (+108.0%) 0.07% +0.030 pp 0.00% +0.000 pp USD31.72 +10.0% 13 qtrs
37 METLIFE INVESTMENT MANAGEMENT, LLC 3.6K +— (+0.0%) 126.3K +13.9K (+12.4%) 0.05% +0.000 pp 0.00% +0.000 pp USD29.14 +19.7% 3 qtrs
38 JPMORGAN CHASE & CO 3.0K -1.6K (-34.8%) 106.1K -38.7K (-26.7%) 0.04% -0.023 pp 0.00% +0.000 pp USD29.89 +16.7% 4 qtrs
39 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 2.7K -31.0 (-1.1%) 94.0K +9.4K (+11.1%) 0.04% 0.000 pp 0.00% +0.000 pp USD29.14 +19.7% 3 qtrs
40 NEW YORK STATE COMMON RETIREMENT FUND 2.4K +— (+0.0%) 84.4K +9.3K (+12.4%) 0.03% +0.000 pp 0.00% +0.000 pp USD29.14 +19.7% 3 qtrs
41 KESTRA ADVISORY SERVICES, LLC 1.4K +1.4K (+100.0%) 49.9K +49.9K (+100.0%) 0.02% +0.021 pp 0.00% +0.000 pp USD34.88 +0.0% 1 qtrs NEW
42 BNP PARIBAS ARBITRAGE, SNC 1.3K +112.0 (+9.4%) 45.6K +8.5K (+22.9%) 0.02% +0.002 pp 0.00% +0.000 pp USD30.11 +15.8% 3 qtrs
43 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 1.3K +— (+0.0%) 44.3K +4.9K (+12.4%) 0.02% +0.000 pp 0.00% +0.000 pp USD29.14 +19.7% 3 qtrs
44 UBS GROUP AG 835.00 -2.2K (-72.3%) 29.1K -64.4K (-68.8%) 0.01% -0.031 pp 0.00% +0.000 pp USD29.12 +19.8% 4 qtrs
45 RUSSELL INVESTMENTS GROUP, LTD. 676.00 +195.0 (+40.5%) 23.6K +8.6K (+57.9%) 0.01% +0.003 pp 0.00% +0.000 pp USD32.15 +8.5% 2 qtrs
46 AMERITAS INVESTMENT PARTNERS, INC. 593.00 +— (+0.0%) 20.7K +2.3K (+12.4%) 0.01% +0.000 pp 0.00% +0.000 pp USD29.14 +19.7% 3 qtrs
47 SRS CAPITAL ADVISORS, INC. 552.00 -590.0 (-51.7%) 19.3K -16.2K (-45.7%) 0.01% -0.008 pp 0.00% +0.000 pp USD31.04 +12.4% 2 qtrs
48 OPTIMA CAPITAL LLC 530.00 +530.0 (+100.0%) 18.6K +18.6K (+100.0%) 0.01% +0.008 pp 0.01% +0.008 pp USD34.88 +0.0% 1 qtrs NEW
49 LEGAL & GENERAL GROUP PLC 527.00 +— (+0.0%) 18.4K +2.0K (+12.4%) 0.01% +0.000 pp 0.00% +0.000 pp USD29.14 +19.7% 3 qtrs
50 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 356.00 -7.0 (-1.9%) 12.4K +1.1K (+10.2%) 0.01% 0.000 pp 0.00% +0.000 pp USD29.14 +19.7% 3 qtrs
51 TOWER RESEARCH CAPITAL LLC (TRC) 340.00 -131.0 (-27.8%) 11.9K -2.8K (-18.9%) 0.00% -0.002 pp 0.00% 0.000 pp USD30.21 +15.5% 17 qtrs
52 STERLING CAPITAL MANAGEMENT LLC 335.00 -66.0 (-16.5%) 11.7K -762.0 (-6.1%) 0.00% -0.001 pp 0.00% +0.000 pp USD30.29 +15.2% 3 qtrs
53 ROYAL BANK OF CANADA 312.00 -1.0 (-0.3%) 11.0K +2.0K (+22.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD25.28 +38.0% 11 qtrs
54 FARTHER FINANCE ADVISORS, LLC 269.00 +3.0 (+1.1%) 9.4K +1.1K (+13.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.30 +23.3% 4 qtrs
55 CWM, LLC 201.00 +64.0 (+46.7%) 7.0K +3.0K (+75.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD32.26 +8.1% 2 qtrs
56 AMALGAMATED BANK 183.00 -16.0 (-8.0%) 6.0K +— (+0.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD29.13 +19.7% 3 qtrs
57 CITIGROUP INC 135.00 +65.0 (+92.9%) 4.7K +2.5K (+116.7%) 0.00% +0.001 pp 0.00% +0.000 pp USD29.50 +18.2% 11 qtrs
58 FMR LLC 93.00 +88.0 (+1,760.0%) 3.2K +3.1K (+1,992.9%) 0.00% +0.001 pp 0.00% +0.000 pp USD34.67 +0.6% 2 qtrs
59 IFP ADVISORS, INC 9.00 +8.0 (+800.0%) 314.00 +283.0 (+912.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD34.44 +1.3% 2 qtrs
60 ALLWORTH FINANCIAL LP 7.00 +— (+0.0%) 245.00 +27.0 (+12.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD31.00 +12.5% 2 qtrs
61 PNC FINANCIAL SERVICES GROUP, INC. 5.00 +5.0 (+100.0%) 174.00 +174.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD34.80 +0.2% 1 qtrs NEW
62 ROTHSCHILD INVESTMENT LLC 1.00 +1.0 (+100.0%) 35.00 +35.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD34.00 +2.6% 1 qtrs NEW
63 MAI CAPITAL MANAGEMENT 1.00 +1.0 (+100.0%) 35.00 +35.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD34.00 +2.6% 1 qtrs NEW
64 MILLENNIUM MANAGEMENT LLC -10.9K (-100.0%) -337.2K (-100.0%) 0.00% -0.155 pp 0.00% 0.000 pp USD 19 qtrs SOLD
65 TRUE WEALTH DESIGN, LLC -1.0 (-100.0%) -32.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
66 COVESTOR LTD -27.0 (-100.0%) -1.0K (-100.0%) 0.00% 0.000 pp 0.00% -0.001 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 51 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.05% 932.7K 0.47%
2 iShares Micro-Cap ETF IWC 0.05% 775.9K 0.60%
3 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.03% 264.3K 0.20%
4 iShares Russell 2000 Value ETF IWN 0.01% 2.05M 0.24%
5 Vanguard Russell 2000 Value ETF VTWV 0.01% 169.0K 0.06%
6 U.S. Micro Cap Portfolio ETF DFMC 0.01% 786.8K 0.43%
7 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.01% 242.3K 0.30%
8 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.01% 22.1K 0.39%
9 Global X - Russell 2000 ETF RSSL 0.01% 105.8K 0.08%
10 Invesco Russell 2000 UCITS ETF RTYS.L 0.01% 22.8K 0.25%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.18
Bearish
Ratio by volume
0.04
Bearish
Buys
2
Sells
11
Shares acquired
1.7K
Shares disposed
39.8K
Cash buys
1.00
Cash sales
11.00
Net activity
-38,101
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
2025-12-31 Wetzel Gus Seitter III Director Common Stock 0 0.00 110,779 I
2025-12-31 TURNER DAVID T Director Common Stock 0 0.00 50,341 D
2025-12-31 States Jonathan L Director Common Stock 0 0.00 3,277 D
2025-12-31 RILEY KEVIN L Director Common Stock 0 0.00 36,646 I
2025-12-31 Holtaway Jonathan Director Common Stock 0 0.00 28,500 I
2025-12-31 Hettinger Shawna M. Director Common Stock 0 0.00 4,124 D
2025-12-31 Hafner Christopher Eugene Officer Common Stock 0 0.00 2,070 I
2025-12-31 GILES BRENT M Director / Officer Common Stock 0 0.00 21,149 I
2025-12-31 FREEMAN PHILIP D Director Common Stock 0 0.00 98,684 I
2025-12-31 Eden Douglas Todd Director Common Stock 0 0.00 572 I
2025-12-31 Burkhead Frank E. Director Common Stock 0 0.00 6,747 I
2025-12-31 Bexten Gregg A. Director / Officer Common Stock 0 0.00 1,201 D
2025-12-31 BRUEGENHEMKE KATHLEEN L Director / Officer Common Stock 0 0.00 4,901 I
2025-05-01 GILES BRENT M Director / Officer A-Award A Common Stock 8,174 0.00 27,545 D
2025-03-11 GILES BRENT M Director / Officer P-Purchase A Common Stock 700 25.84 18.1K 13,005 I
2025-02-28 Holtaway Jonathan Director S-Sale D Common Stock 19,723 31.04 612.2K 342,390 I
2025-02-27 Holtaway Jonathan Director S-Sale D Common Stock 1,158 31.76 36.8K 362,113 I
2025-02-26 Holtaway Jonathan Director S-Sale D Common Stock 568 32.05 18.2K 363,271 I
2025-02-21 Holtaway Jonathan Director S-Sale D Common Stock 702 33.62 23.6K 363,839 I
2025-02-20 Holtaway Jonathan Director S-Sale D Common Stock 1,941 33.75 65.5K 364,541 I
2025-02-20 Hafner Christopher Eugene Officer A-Award A Common Stock 1,000 0.00 3,000 D
2025-02-11 Holtaway Jonathan Director S-Sale D Common Stock 116 32.90 3.8K 366,482 I
2025-02-10 Holtaway Jonathan Director S-Sale D Common Stock 2,682 32.91 88.3K 366,598 I
2025-02-06 Holtaway Jonathan Director S-Sale D Common Stock 839 32.85 27.6K 369,280 I
2025-02-05 Holtaway Jonathan Director S-Sale D Common Stock 6,604 32.97 217.7K 370,119 I
2025-02-04 Holtaway Jonathan Director S-Sale D Common Stock 3,707 32.90 122.0K 376,723 I
2025-02-03 Holtaway Jonathan Director S-Sale D Common Stock 1,761 32.78 57.7K 380,430 I
2024-12-31 TURNER DAVID T Director Common Stock 0 0.00 50,341 D
2024-12-31 Hafner Christopher Eugene Officer Common Stock 0 0.00 2,000 D
2024-12-31 GILES BRENT M Director / Officer Common Stock 0 0.00 2,948 I
2024-12-31 Bexten Gregg A. Director / Officer Common Stock 0 0.00 1,177 D
2024-12-31 BRUEGENHEMKE KATHLEEN L Director / Officer Common Stock 0 0.00 4,901 I
2024-12-10 Holtaway Jonathan Director S-Sale D Common Stock 7,424 32.05 237.9K 382,191 I
2024-12-09 Holtaway Jonathan Director S-Sale D Common Stock 389 32.05 12.5K 389,615 I
2024-12-06 Holtaway Jonathan Director S-Sale D Common Stock 1,015 32.25 32.7K 390,004 I
2024-12-05 Holtaway Jonathan Director S-Sale D Common Stock 5,007 31.99 160.2K 391,019 I
2024-12-04 Holtaway Jonathan Director S-Sale D Common Stock 1,817 32.21 58.5K 396,026 I
2024-12-04 Burkhead Frank E. Director S-Sale D Common Stock 3,000 31.87 95.6K 11,477 D
2024-11-14 Holtaway Jonathan Director S-Sale D Common Stock 4,617 28.62 132.1K 397,843 I
2024-11-13 Holtaway Jonathan Director S-Sale D Common Stock 5,053 28.57 144.4K 402,460 I
2024-09-13 Hettinger Shawna M. Director P-Purchase A Common Stock 21 24.10 506.10 4,124
2024-08-22 Burkhead Frank E. Director P-Purchase A Common Stock 100 21.85 2.2K 14,467
2024-06-13 Bexten Gregg A. Director / Officer P-Purchase A Common Stock 1,000 19.72 19.7K 1,150
2024-05-10 Holtaway Jonathan Director P-Purchase A Common Stock 2,000 19.72 39.4K 28,500
2024-05-08 Hettinger Shawna M. Director P-Purchase A Common Stock 1,000 19.65 19.6K 4,103
2024-05-03 Eden Douglas Todd Director P-Purchase A Common Stock 15,000 19.63 294.4K 76,826
2024-05-01 GILES BRENT M Director / Officer A-Award A Common Stock 11,151 0.00 23,463
2024-04-30 Holtaway Jonathan Director P-Purchase A Common Stock 5,500 18.76 103.2K 26,500
2024-04-30 GILES BRENT M Director / Officer P-Purchase A Common Stock 400 18.19 7.3K 7,968
2024-04-29 Holtaway Jonathan Director P-Purchase A Common Stock 5,500 19.19 105.5K 21,000
2024-04-29 GILES BRENT M Director / Officer P-Purchase A Common Stock 2,000 18.75 37.5K 7,568
2024-04-29 Burkhead Frank E. Director P-Purchase A Common Stock 500 19.10 9.5K 14,134
2024-03-14 Holtaway Jonathan Director P-Purchase A Common Stock 5,500 19.12 105.2K 15,500
2024-03-14 Hettinger Shawna M. Director P-Purchase A Common Stock 500 19.49 9.7K 3,103
2024-03-14 GILES BRENT M Director / Officer P-Purchase A Common Stock 35 19.57 684.99 12,312
2024-03-11 Eden Douglas Todd Director P-Purchase A Common Stock 5,000 20.37 101.9K 85,000
2024-03-08 Holtaway Jonathan Director P-Purchase A Common Stock 2,900 20.10 58.3K 10,000
2024-03-07 Holtaway Jonathan Director P-Purchase A Common Stock 7,100 19.95 141.6K 7,100
2024-02-29 States Jonathan L Director P-Purchase A Common Stock 1,200 21.57 25.9K 3,255
2024-02-29 Schwartz Jason E Officer P-Purchase A Common Stock 1,000 21.50 21.5K 7,939
2024-02-21 Hettinger Shawna M. Director P-Purchase A Common Stock 700 23.16 16.2K 2,603
2024-02-16 Eden Douglas Todd Director P-Purchase A Common Stock 7,000 22.32 156.2K 80,000
2023-12-31 Wetzel Gus Seitter III Director I Common Stock 0 0.00 4,420
2023-12-31 TURNER DAVID T Director I Common Stock 0 0.00 59,160
2023-12-31 States Jonathan L Director D Common Stock 0 0.00 2,055
2023-12-31 Schwartz Jason E Officer I Common Stock 0 0.00 20,670
2023-12-31 RILEY KEVIN L Director I Common Stock 0 0.00 36,646
2023-12-31 Holtaway Jonathan Director I Common Stock 0 0.00 407,513
2023-12-31 Hettinger Shawna M. Director D Common Stock 0 0.00 1,903
2023-12-31 GILES BRENT M Director / Officer I Common Stock 0 0.00 563
2023-12-31 FREEMAN PHILIP D Director I Common Stock 0 0.00 98,684
2023-12-31 Burkhead Frank E. Director D Common Stock 0 0.00 19,763
2023-12-31 Bexten Gregg A. Director / Officer D Common Stock 0 0.00 148
2023-12-31 BRUEGENHEMKE KATHLEEN L Director / Officer D Common Stock 0 0.00 23,912
2023-12-08 Hafner Christopher Eugene Officer A-Award A Common Stock 2,000 0.00 2,000
2023-10-25 Eden Douglas Todd Director I Common Stock 0 0.00 73,000
2023-10-13 Hafner Christopher Eugene Officer 0 0.00 0
2023-06-30 GILES BRENT M Director / Officer A-Award A Common Stock 12,277 0.00 12,277
2023-06-13 FREEMAN PHILIP D Director G-Gift D Common Stock 500 0.00 94,888
2023-06-06 Schwartz Jason E Officer I Common Stock 0 0.00 18,451
2023-05-31 Bexten Gregg A. Director / Officer P-Purchase A Common Stock 132 18.00 2.4K 132
2023-05-23 GILES BRENT M Director / Officer A-Award A Common Stock 480 18.55 8.9K 4,032
2023-05-16 RILEY KEVIN L Director P-Purchase A Common Stock 2,712 18.24 49.5K 35,237
2023-05-10 TURNER DAVID T Director / Officer P-Purchase A Common Stock 2,712 18.27 49.6K 46,821
2023-05-10 GILES BRENT M Director / Officer P-Purchase A Common Stock 81 18.25 1.5K 2,552
2023-05-09 Hettinger Shawna M. Director P-Purchase A Common Stock 1,000 18.56 18.6K 1,830
2023-05-09 GILES BRENT M Director / Officer P-Purchase A Common Stock 500 18.45 9.2K 2,471
2023-05-08 GILES BRENT M Director / Officer P-Purchase A Common Stock 733 18.65 13.7K 1,971
2023-05-08 FREEMAN PHILIP D Director P-Purchase A Common Stock 500 18.48 9.2K 95,388
2023-05-05 GILES BRENT M Director / Officer P-Purchase A Common Stock 40 18.30 732.00 1,238
2023-04-26 GILES BRENT M Director / Officer I Common Stock 0 0.00 1,198
2023-04-26 Bexten Gregg A. Director / Officer I Common Stock 0 0.00 23,297
2023-03-09 Hettinger Shawna M. Director P-Purchase A Common Stock 830 24.97 20.7K 830
2023-02-27 States Jonathan L Director P-Purchase A Common Stock 1,976 25.42 50.2K 1,976
2022-12-31 Wetzel Gus Seitter III Director I Common Stock 0 0.00 106,518
2022-12-31 TURNER DAVID T Director / Officer I Common Stock 0 0.00 55,014
2022-12-31 RILEY KEVIN L Director I Common Stock 0 0.00 32,525
2022-12-31 Holtaway Jonathan Director I Common Stock 0 0.00 391,840
2022-12-31 Guthrie Stephen Edward Officer I Common Stock 0 0.00 10,857
2022-12-31 FREEMAN PHILIP D Director I Common Stock 0 0.00 94,888
2022-12-31 Burkhead Frank E. Director D Common Stock 0 0.00 18,365
2022-12-31 BRUEGENHEMKE KATHLEEN L Director / Officer I Common Stock 0 0.00 4,713
2022-06-06 Burkhead Frank E. Director P-Purchase A Common Stock 1,000 26.95 26.9K 17,417
2021-12-31 Wetzel Gus Seitter III Director I Common Stock 0 0.00 4,087
2021-12-31 TURNER DAVID T Director / Officer D Common Stock 0 0.00 40,753
2021-12-31 RILEY KEVIN L Director I Common Stock 0 0.00 31,274
2021-12-31 Holtaway Jonathan Director I Common Stock 0 0.00 376,770
2021-12-31 Guthrie Stephen Edward Officer I Common Stock 0 0.00 10,440
2021-12-31 FREEMAN PHILIP D Director I Common Stock 0 0.00 91,239
2021-12-31 Burkhead Frank E. Director D Common Stock 0 0.00 16,229
2021-12-31 BRUEGENHEMKE KATHLEEN L Director / Officer D Common Stock 0 0.00 21,396
2021-06-21 Guthrie Stephen Edward Officer P-Purchase A Common Stock 200 21.73 4.3K 12,433
2021-06-18 Guthrie Stephen Edward Officer P-Purchase A Common Stock 2,000 21.71 43.4K 12,233
2021-06-17 Guthrie Stephen Edward Officer P-Purchase A Common Stock 308 21.90 6.7K 8,428
2021-06-02 Guthrie Stephen Edward Officer P-Purchase A Common Stock 1,285 23.90 30.7K 8,120
2021-06-01 Guthrie Stephen Edward Officer P-Purchase A Common Stock 1,715 23.90 41.0K 6,835
2021-05-25 Holtaway Jonathan Director P-Purchase A Common Stock 4,800 23.27 111.7K 362,280
2021-05-24 Holtaway Jonathan Director P-Purchase A Common Stock 845 23.37 19.7K 357,480
2021-05-21 Holtaway Jonathan Director P-Purchase A Common Stock 1,890 23.24 43.9K 356,635
2021-05-20 Holtaway Jonathan Director P-Purchase A Common Stock 12,902 23.15 298.7K 354,745
2021-05-18 Burkhead Frank E. Director P-Purchase A Common Stock 1,000 23.40 23.4K 15,408
2020-12-31 Wetzel Gus Seitter III Director I Common Stock 0 0.00 98,482
2020-12-31 TURNER DAVID T Director / Officer D Common Stock 0 0.00 38,234
2020-12-31 RILEY KEVIN L Director I Common Stock 0 0.00 30,071
2020-12-31 Burkhead Frank E. Director D Common Stock 0 0.00 14,291
2020-12-31 BRUEGENHEMKE KATHLEEN L Director / Officer I Common Stock 0 0.00 52,041
2020-09-24 Guthrie Stephen Edward Officer P-Purchase A Common Stock 3,000 17.00 51.0K 3,000
2020-08-28 Burkhead Frank E. Director P-Purchase A Common Stock 500 19.05 9.5K 14,146
2020-08-10 Holtaway Jonathan Director P-Purchase A Common Stock 21,919 15.98 350.3K 341,843
2020-08-03 TURNER DAVID T Director / Officer P-Purchase A Common Stock 500 16.50 8.3K 37,993
2020-08-03 FREEMAN PHILIP D Director P-Purchase A Common Stock 500 16.50 8.3K 87,730
2020-07-31 TURNER DAVID T Director / Officer P-Purchase A Common Stock 500 16.75 8.4K 37,493
2020-07-31 FREEMAN PHILIP D Director P-Purchase A Common Stock 500 16.75 8.4K 87,230
2020-07-09 TURNER DAVID T Director / Officer P-Purchase A Common Stock 500 17.50 8.8K 36,993
2020-07-09 FREEMAN PHILIP D Director P-Purchase A Common Stock 500 17.50 8.8K 86,730
2020-05-14 TURNER DAVID T Director / Officer P-Purchase A Common Stock 1,000 15.69 15.7K 34,907
2020-05-14 FREEMAN PHILIP D Director P-Purchase A Common Stock 1,000 15.69 15.7K 82,913
2020-05-13 TURNER DAVID T Director / Officer P-Purchase A Common Stock 2,500 15.99 40.0K 33,907
2020-05-13 FREEMAN PHILIP D Director P-Purchase A Common Stock 2,500 15.99 40.0K 81,913
2020-05-13 BRUEGENHEMKE KATHLEEN L Director / Officer P-Purchase A Common Stock 516 16.09 8.3K 4,191
2020-05-12 RILEY KEVIN L Director P-Purchase A Common Stock 2,512 16.43 41.3K 28,000
2020-05-12 Burkhead Frank E. Director P-Purchase A Common Stock 1,000 16.91 16.9K 13,046
2020-05-11 Guthrie Stephen Edward 0 0.00 0
2019-12-31 Wetzel Gus Seitter III Director I Common Stock 0 0.00 3,778
2019-12-31 TURNER DAVID T Director / Officer D Common Stock 0 0.00 31,056
2019-12-31 RILEY KEVIN L Director I Common Stock 0 0.00 25,488
2019-12-31 Phelps William Bruce Officer I Common Stock 0 0.00 2,890
2019-12-31 Holtaway Jonathan Director I Common Stock 0 0.00 307,620
2019-12-31 FREEMAN PHILIP D Director I Common Stock 0 0.00 79,413
2019-12-31 Burkhead Frank E. Director D Common Stock 0 0.00 11,910
2019-12-31 BRUEGENHEMKE KATHLEEN L Director / Officer I Common Stock 0 0.00 46,531
2019-08-30 RILEY KEVIN L Director P-Purchase A Common Stock 900 22.29 20.1K 28,915
2019-08-27 Burkhead Frank E. Director P-Purchase A Common Stock 2,000 21.71 43.4K 11,851
2019-03-13 Holtaway Jonathan Director I Common Stock 0 0.00 295,789
2018-12-31 Phelps William Bruce Officer I Common Stock 0 0.00 2,408
2018-12-31 Burkhead Frank E. Director D Common Stock 0 0.00 9,348
2018-12-19 Wetzel Gus Seitter III Director P-Purchase A Common Stock 1,000 23.31 23.3K 3,633
2018-12-19 TURNER DAVID T Director / Officer P-Purchase A Common Stock 500 23.31 11.7K 29,326
2018-12-19 RILEY KEVIN L Director P-Purchase A Common Stock 500 23.31 11.7K 24,508
2018-12-19 FREEMAN PHILIP D Director P-Purchase A Common Stock 500 23.31 11.7K 76,359
2018-12-19 BRUEGENHEMKE KATHLEEN L Director / Officer P-Purchase A Common Stock 500 23.31 11.7K 17,806
2018-11-07 Wetzel Gus Seitter III Director I Common Stock 0 0.00 91,052
2018-09-21 TURNER DAVID T Director / Officer M-Exempt A Common Stock 9,514 14.20 135.1K 34,542
2018-08-31 BRUEGENHEMKE KATHLEEN L Director / Officer F-InKind D Common Stock 1,157 22.50 26.0K 17,232
2018-08-03 TURNER DAVID T Director / Officer P-Purchase A Common Stock 329 21.70 7.1K 25,028
2018-08-03 RILEY KEVIN L Director P-Purchase A Common Stock 329 21.70 7.1K 24,008
2018-08-03 FREEMAN PHILIP D Director P-Purchase A Common Stock 329 21.70 7.1K 75,858,665
2018-08-03 Burkhead Frank E. Director P-Purchase A Common Stock 329 21.70 7.1K 9,308
2018-08-03 BRUEGENHEMKE KATHLEEN L Director / Officer P-Purchase A Common Stock 328 21.70 7.1K 16,556
2018-05-17 TURNER DAVID T Director / Officer P-Purchase A Common Stock 428 22.00 9.4K 23,645
2018-05-17 RILEY KEVIN L Director P-Purchase A Common Stock 428 22.00 9.4K 22,768
2018-05-17 FREEMAN PHILIP D Director P-Purchase A Common Stock 429 22.00 9.4K 72,625
2018-05-17 Burkhead Frank E. Director P-Purchase A Common Stock 429 22.00 9.4K 8,597
2018-05-17 BRUEGENHEMKE KATHLEEN L Director / Officer P-Purchase A Common Stock 428 22.00 9.4K 15,536
2017-12-31 Phelps William Bruce Officer I Common Stock 0 0.00 1,975
2017-11-28 TURNER DAVID T Director / Officer P-Purchase A Common Stock 333 20.25 6.7K 23,061
2017-11-28 RILEY KEVIN L Director P-Purchase A Common Stock 333 20.25 6.7K 22,340
2017-11-28 FREEMAN PHILIP D Director P-Purchase A Common Stock 333 20.25 6.7K 72,196
2017-11-28 Burkhead Frank E. Director P-Purchase A Common Stock 334 20.25 6.8K 8,112
2017-11-28 BRUEGENHEMKE KATHLEEN L Director / Officer P-Purchase A Common Stock 333 20.25 6.7K 15,006
2017-07-26 TURNER DAVID T Director / Officer P-Purchase A Common Stock 375 20.75 7.8K 22,651
2017-07-26 RILEY KEVIN L Director P-Purchase A Common Stock 375 20.75 7.8K 22,007
2017-07-26 FREEMAN PHILIP D Director P-Purchase A Common Stock 375 20.75 7.8K 71,863
2017-07-26 Burkhead Frank E. Director P-Purchase A Common Stock 375 20.75 7.8K 7,752
2017-07-26 BRUEGENHEMKE KATHLEEN L Director / Officer P-Purchase A Common Stock 375 20.75 7.8K 14,624
2017-02-23 TURNER DAVID T Director / Officer P-Purchase A Common Stock 500 19.95 10.0K 21,294
2017-02-23 RILEY KEVIN L Director P-Purchase A Common Stock 500 19.95 10.0K 20,800
2017-02-23 FREEMAN PHILIP D Director P-Purchase A Common Stock 500 19.95 10.0K 68,738
2017-02-23 Burkhead Frank E. Director P-Purchase A Common Stock 500 19.95 10.0K 7,051
2017-02-23 BRUEGENHEMKE KATHLEEN L Officer P-Purchase A Common Stock 500 19.95 10.0K 13,620
2016-12-31 WETZEL GUS S II Director D Common Stock 0 0.00 90
2016-12-31 SMITH JAMES E/MO Director I Common Stock 0 0.00 339
2016-12-31 Phelps William Bruce Officer I Common Stock 0 0.00 1,581
2016-12-31 BRUEGENHEMKE KATHLEEN L Officer D Common Stock 0 0.00 13,076
2016-11-30 Burkhead Frank E. Director P-Purchase A Common Stock 15 17.14 257.08 6,529
2016-11-29 Burkhead Frank E. Director P-Purchase A Common Stock 502 15.85 8.0K 4,508
2016-11-18 TURNER DAVID T Director / Officer P-Purchase A Common Stock 304 14.90 4.5K 20,724
2016-11-18 BRUEGENHEMKE KATHLEEN L Officer P-Purchase A Common Stock 304 14.90 4.5K 13,076
2016-09-30 TURNER DAVID T Director / Officer P-Purchase A Common Stock 458 14.40 6.6K 20,353
2016-09-30 RILEY KEVIN L Director P-Purchase A Common Stock 457 14.40 6.6K 20,300

Executive team

Top executives
EBIT / Employee
114.1K
Shares Outstanding
6.89M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Brent M. Giles Chief Executive Officer 463.5K 231.7K 202.8K 40.8K 938.8K 24.68%
2 2025 Gregg A. Bexten President 360.5K 77.5K 50.0K 488.0K 0.00%
3 2025 Martin J. Weishaar EVP, Chief Administrative Officer & General Counsel 283.3K 33.7K 70.8K 40.0K 427.8K 7.89%
4 2024 Brent M. Giles Chief Executive Officer 450.0K 225.0K 157.5K 27.9K 860.5K 26.15%
5 2024 Gregg A. Bexten President 350.0K 87.5K 37.0K 474.5K 0.00%
6 2024 Martin J. Weishaar Executive Vice President, General Counsel 275.0K 32.0K 68.8K 15.3K 391.0K 8.19%
7 2024 Martin J. Weishaar EVP, Chief Administrative Officer & General Counsel 275.0K 32.0K 68.8K 15.3K 391.0K 8.19%
8 2023 David T. Turner Chairman and Former Chief Executive Officer 546.2K 191.2K 48.8K 786.2K 0.00%
9 2023 Brent M. Giles Chief Executive Officer 300.0K 225.0K 156.0K 10.3K 691.3K 32.55%
10 2023 Gregg A. Bexten President 311.8K 3.8K 65.6K 42.9K 424.1K 0.00%
11 2023 Kathleen L. Bruegenhemke Senior Vice President Secretary & Risk Officer 237.8K 44.2K 39.4K 321.5K 0.00%
12 2022 David T. Turner Chairman and Former Chief Executive Officer 525.2K 1.0K 273.1K 48.0K 847.4K 0.00%
13 2022 David T. Turner Chairman, President & CEO 525.2K 1.0K 273.1K 48.0K 847.4K 0.00%
14 2022 Stephen E. Guthrie Senior Vice President and Chief Financial Officer 265.2K 1.0K 74.6K 48.2K 389.0K 0.00%
15 2022 Kathleen L. Bruegenhemke Senior Vice President Secretary & Risk Officer 226.8K 1.0K 56.7K 38.8K 323.2K 0.00%
16 2022 Kathleen L. Bruegenhemke Senior Vice President, Secretary, Chief Operations & Risk Officer 226.8K 1.0K 56.7K 38.8K 323.2K 0.00%
17 2021 David T. Turner Chairman and Former Chief Executive Officer 509.9K 800.00 178.5K 46.2K 735.3K 0.00%
18 2021 David T. Turner Chairman, President & CEO 509.9K 800.00 178.5K 46.2K 735.3K 0.00%
19 2021 Stephen E. Guthrie Senior Vice President and Chief Financial Officer 257.5K 800.00 64.4K 39.7K 362.4K 0.00%
20 2021 Kathleen L. Bruegenhemke Senior Vice President, Secretary, Chief Operations & Risk Officer 220.2K 800.00 55.0K 37.0K 312.9K 0.00%
21 2021 Kathleen L. Bruegenhemke Senior Vice President Secretary & Risk Officer 220.2K 800.00 55.0K 37.0K 312.9K 0.00%
22 2020 David T. Turner Chairman, President & CEO 495.1K 173.3K 42.9K 711.3K 0.00%
23 2020 Kathleen L. Bruegenhemke Senior Vice President, Secretary, Chief Operations & Risk Officer 213.7K 53.4K 38.0K 305.2K 0.00%
24 2020 Stephen E. Guthrie Senior Vice President and Chief Financial Officer 250.0K 40.2K 10.4K 300.6K 0.00%
25 2019 David T. Turner Chairman, President & CEO 476.0K 187.4K 33.5K 696.9K 0.00%
26 2019 W. Bruce Phelps Chief Financial Officer 212.1K 53.9K 28.3K 294.3K 0.00%
27 2019 Kathleen L. Bruegenhemke Senior Vice President, Secretary, Chief Operations & Risk Officer 203.5K 46.3K 29.7K 279.5K 0.00%
28 2018 David T. Turner Chairman, President & CEO 476.0K 167.8K 33.3K 677.2K 0.00%
29 2018 W. Bruce Phelps Chief Financial Officer 205.9K 1.0K 37.3K 24.0K 268.2K 0.00%
30 2018 Kathleen L. Bruegenhemke Senior Vice President, Secretary, Chief Operations & Risk Officer 195.7K 1.0K 40.4K 27.2K 264.3K 0.00%
31 2017 David T. Turner Chairman, President & CEO 462.2K 148.1K 33.0K 643.2K 0.00%
32 2017 Kathleen L. Bruegenhemke Senior Vice President, Secretary, Chief Operations & Risk Officer 190.0K 45.6K 23.7K 259.2K 0.00%
33 2017 W. Bruce Phelps Chief Financial Officer 199.9K 23.6K 223.5K 0.00%
34 2016 David T. Turner Chairman, President & CEO 448.7K 147.1K 34.1K 629.9K 0.00%
35 2016 Kathleen L. Bruegenhemke Senior Vice President, Secretary, Chief Risk Officer 163.1K 37.3K 68.7K 269.1K 0.00%
36 2016 W. Bruce Phelps Chief Financial Officer 194.1K 45.1K 25.6K 264.8K 0.00%
37 2016 Kathleen L. Bruegenhemke Senior Vice President, Secretary, Chief Operations & Risk Officer 163.1K 37.3K 19.7K 220.1K 0.00%
38 2015 David T. Turner Chairman, President & CEO 437.8K 74.4K 37.0K 549.1K 0.00%
39 2015 W. Bruce Phelps Chief Financial Officer 189.4K 46.0K 80.9K 316.3K 0.00%
40 2015 Kathleen L. Bruegenhemke Senior Vice President, Secretary, Chief Risk Officer 159.1K 38.6K 29.0K 226.8K 0.00%
41 2015 Kathleen L. Bruegenhemke Senior Vice President, Secretary, Chief Operations & Risk Officer 159.1K 38.6K 29.0K 226.8K 0.00%
42 2015 Kathleen L. Bruegenhemke Senior Vice President, Secretary & Chief Risk Officer 159.1K 38.6K 29.0K 226.8K 0.00%
43 2014 David T. Turner Chairman, President & CEO 425.0K 252.1K 677.1K 0.00%
44 2014 David T. Turner Chairman, President CEO 425.0K 24.1K 677.1K 0.00%
45 2014 W. Bruce Phelps Chief Financial Officer 183.9K 79.5K 263.4K 0.00%
46 2014 Kathleen L. Bruegenhemke Senior Vice President, Secretary, Chief Risk Officer 154.5K 63.9K 218.4K 0.00%
47 2014 Kathleen L. Bruegenhemke Senior Vice President, Secretary Chief Risk Officer 154.5K 3.9K 218.4K 0.00%
48 2014 Kathleen L. Bruegenhemke Senior Vice President, Secretary & Chief Risk Officer 154.5K 63.9K 218.4K 0.00%
49 2013 David T. Turner Chairman, President CEO 378.1K 24.6K 402.8K 0.00%
50 2013 David T. Turner Chairman, President & CEO 378.1K 24.6K 402.8K 0.00%
51 2013 David T. Turner Chairman, President CEO 378.1K 24.6K 402.8K 0.00%
52 2013 W. Bruce Phelps Chief Financial Officer 180.1K 15.0K 220.1K 0.00%
53 2013 W. Bruce Phelps Chief Financial Officer 180.1K 40.0K 220.1K 0.00%
54 2013 Kathleen L. Bruegenhemke Senior Vice President, Secretary Chief Risk Officer 149.2K 5.9K 155.1K 0.00%
55 2013 Kathleen L. Bruegenhemke Chief Risk Officer Secretary 149.2K 5.9K 155.1K 0.00%
56 2013 Kathleen L. Bruegenhemke Senior Vice President, Secretary & Chief Risk Officer 149.2K 5.9K 155.1K 0.00%
57 2012 David T. Turner Chairman, President CEO 303.1K 19.7K 451.8K 0.00%
58 2012 David T. Turner Chairman, President CEO 303.1K 19.7K 451.8K 0.00%
59 2012 W. Bruce Phelps Chief Financial Officer 175.0K 12.6K 187.6K 0.00%
60 2012 W. Bruce Phelps Chief Financial Officer 175.0K 12.6K 187.6K 0.00%
61 2012 Kathleen L. Bruegenhemke Senior Vice President, Secretary Chief Risk Officer 115.7K 4.3K 149.9K 0.00%
62 2012 Kathleen L. Bruegenhemke Chief Risk Officer Secretary 115.7K 4.3K 149.9K 0.00%
63 2011 David T. Turner Chairman, President CEO 303.1K 21.0K 486.1K 0.00%
64 2011 Richard G. Rose Former Chief Financial Officer 158.7K 11.9K 237.6K 0.00%
65 2011 Kathleen L. Bruegenhemke Chief Risk Officer Secretary 113.7K 3.7K 150.4K 0.00%
66 2011 W. Bruce Phelps Chief Financial Officer
67 2010 James E. Smith Former Chairman former CEO 425.0K 478.6K 0.00%
68 2010 David T. Turner Chairman, President CEO 303.1K 17.4K 398.5K 0.00%
69 2010 Richard G. Rose Chief Financial Officer 143.0K 191.6K 0.00%
70 2010 Richard G. Rose Former Chief Financial Officer 143.0K 9.6K 191.6K 0.00%
71 2010 Kathleen L. Bruegenhemke Chief Risk Officer Secretary 111.7K 3.4K 129.1K 0.00%
72 2010 W. Bruce Phelps Chief Financial Officer
73 2009 James E. Smith Chairman CEO 400.0K 517.4K 0.00%
74 2009 James E. Smith Former Chairman former CEO 400.0K 517.4K 0.00%
75 2009 David T. Turner President 278.1K 351.4K 0.00%
76 2009 David T. Turner Chairman, President CEO 278.1K 23.3K 351.4K 0.00%
77 2009 Richard G. Rose Chief Financial Officer 130.0K 176.8K 0.00%
78 2009 Richard G. Rose Former Chief Financial Officer 130.0K 12.8K 176.8K 0.00%
79 2009 Kathleen L. Bruegenhemke Senior Vice President Secretary 109.0K 125.0K 0.00%
80 2009 Kathleen L. Bruegenhemke Chief Risk Officer Secretary 109.0K 6.0K 125.0K 0.00%
81 2008 James E. Smith Chairman CEO 400.0K 516.9K 0.00%
82 2008 James E. Smith Former Chairman former CEO 400.0K 516.9K 0.00%
83 2008 David T. Turner Chairman, President CEO 278.1K 384.2K 0.00%
84 2008 David T. Turner President 278.1K 384.2K 0.00%
85 2008 Richard G. Rose Chief Financial Officer 125.0K 163.1K 0.00%
86 2008 Kathleen L. Bruegenhemke Senior Vice President Secretary Risk Officer 109.0K 11.3K 135.2K 0.00%
87 2008 Kathleen L. Bruegenhemke Chief Risk Officer Secretary 109.0K 132.9K 0.00%
88 2008 Kathleen L. Bruegenhemke Senior Vice President Secretary 109.0K 132.9K 0.00%
89 2007 James E. Smith Chairman CEO 400.0K 50.0K 30.3K 624.4K 0.00%
90 2007 David T. Turner President 270.0K 125.00 75.0K 31.8K 434.9K 0.00%
91 2007 James H. Taylor, Jr. Senior Vice President Senior Credit Officer 166.2K 125.00 32.0K 22.0K 253.0K 0.00%
92 2007 Richard G. Rose Chief Financial Officer 120.8K 125.00 20.0K 18.7K 189.3K 0.00%
93 2007 Kathleen L. Bruegenhemke Senior Vice President Secretary 104.0K 125.00 143.4K 0.00%
94 2006 James E. Smith Chairman CEO 323.5K 100.0K 33.3K 560.1K 0.00%
95 2006 James E. Smith Chairman CEO 323.5K 75.0K 57.4K 33.3K 535.1K 10.73%
96 2006 David T. Turner President 238.5K 75.0K 33.4K 420.5K 0.00%
97 2006 David T. Turner President 238.5K 60.0K 42.6K 33.4K 405.5K 10.50%
98 2006 James H. Taylor, Jr. Senior Vice President Senior Credit Officer 159.6K 32.0K 4.1K 209.7K 0.00%
99 2006 James H. Taylor, Jr. Senior Vice President Senior Credit Officer 159.6K 20.0K 1.9K 4.1K 197.7K 0.97%
100 2006 Richard G. Rose Chief Financial Officer 115.9K 17.4K 18.1K 176.7K 0.00%
101 2006 Richard G. Rose Treasurer 115.9K 15.9K 11.3K 18.1K 175.1K 6.43%
102 2006 Kathleen L. Bruegenhemke Senior Vice President Secretary 99.5K 16.0K 11.8K 140.4K 0.00%
103 2006 Kathleen L. Bruegenhemke Senior Vice President Secretary 99.5K 12.1K 9.1K 11.8K 136.4K 6.65%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-17 DEFA14A
2026-04-17 DEF 14A
2025-04-21 DEFA14A
2025-04-21 DEF 14A
2025-04-21 DEF 14A
2024-04-19 DEFA14A
2024-04-19 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 3
2026-05-08 10-Q
2026-05-06 8-K/A
2026-05-05 4
2026-04-29 8-K
2026-04-29 8-K
2026-04-29 8-K
2026-04-17 DEFA14A
2026-04-17 DEF 14A
2026-04-17 ARS

Executive team

NameTitleCompensationGender
Brent Giles Chief Executive Officer & Director 707.1K male
Gregg Bexten President & Director 488.0K male
Martin J. Weishaar Executive VP, Chief Administrative Officer & General Counsel 394.1K male
Kathleen L. Bruegenhemke Executive VP, Chief Risk Officer & Director 321.5K female
David T. Turner Executive Chairman 36.7K male
Christopher Hafner Executive Vice President & Chief Financial Officer male
Judie L. Jones SVice President, Senior Controller & Chief Accounting Officer female
ESG Rating
B
BANKS - REGIONAL
2018
E (Environmental)
56.0 / 64.3
Company / Sector avg.
S (Social)
71.2 / 76.5
Company / Sector avg.
G (Governance)
64.5 / 75.5
Company / Sector avg.
ESG Total
63.9 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits