Hawthorn Bancshares, Inc. (HWBK)
Jefferson City, MO, US
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.
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| Exchange | CNSB | 2000-04-07 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.33% | -0.14% | +4.04% | +4.31% | +15.11% | +4.16% | +26.10% | +105.60% | +88.43% | +243.06% | +2,571.32% |
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 | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
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Revenue growth+2.2% Q1'26: +6.8% (vs Q1'25)
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EPS growth+31.4% Q1'26: +27.3% (vs Q1'25)
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FCF margin— Q1'26: +27.7% (vs Q1'25)
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EBIT margin— Q1'26: +29.3% (vs Q1'25)
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ROIC— Q1'26: -62.8% (vs Q1'25)
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Share dilution0.0% Q1'26: -1.2% (vs Q1'25)
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Debt / EBITDA— Q1'26: 0.00× (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.
| 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
Ownership Overview
| # | 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)
| # | 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 |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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