Independent Bank Corporation (IBCP)
Grand Rapids, MI, US
As the holding company for Independent Bank, Independent Bank Corporation provides diverse banking services to both individual consumers and businesses. Its comprehensive suite of offerings includes checking and savings accounts, commercial lending, direct and indirect consumer financing, and mortgage solutions, along with safe deposit boxes. Customers also benefit from accessible automatic teller machines, internet banking, and mobile banking capabilities. The company further diversifies its portfolio with title insurance, insurance brokerage, and investment services. Headquartered in Grand Rapids, Michigan, and founded in 1864, Independent Bank Corporation reaches its clientele through roughly 59 branches, two drive-through facilities, and seven loan production offices across Michigan, in addition to two loan production offices in Ohio.
Based on only 1 article — low confidence
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| IBC | — | 1999-05-28 | View |
| Midwest Guaranty | NBCP | 2004-04-23 | View |
| Buyer | CEBK | 2012-07-02 | View |
| Collin Bank | — | 2013-08-30 | View |
| LOFC SHARES | LOFC | 2013-10-10 | View |
| BOHI SHARES | BOHI | 2014-01-15 | View |
| HCBI SHARES | HCBI | 2014-07-22 | View |
| GR | — | 2015-09-03 | View |
| Rockland Trust | — | 2016-05-06 | View |
| Carlile | — | 2017-01-20 | View |
| IBI SHARES | IBG | 2018-01-31 | View |
| MNB | — | 2018-07-09 | View |
| Guaranty Bancorp | GBNK | 2018-08-06 | View |
| Bar Harbor Bankshares | BHB | 2018-11-06 | View |
| TEXAS CAPITAL BANCSHARES, INC. | TCBI | 2020-01-21 | View |
| Meridian Bancorp, Inc. | EBSB | 2021-06-04 | View |
| Enterprise Bancorp, Inc. | EBTC | 2025-01-27 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.53% | +0.91% | +3.34% | -1.24% | +5.11% | +5.50% | +8.85% | +103.56% | +45.67% | +131.27% | +196.37% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 5 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
37.00
+1.3%
|
| Last Year | 2 |
38.00
+4.1%
|
| All Time | 5 |
36.90
+1.0%
|
-
Revenue growth-0.3% Q1'26: -0.1% (vs Q1'25)
-
EPS growth+3.5% Q1'26: +9.5% (vs Q1'25)
-
FCF margin— Q1'26: -18.4% (vs Q1'25)
-
EBIT margin— Q1'26: +27.1% (vs Q1'25)
-
ROIC— Q1'26: +12.6% (vs Q1'25)
-
Share dilution-1.2% Q1'26: -1.7% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 0.92× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 1996 actual |
Dec 1997 actual |
Dec 1998 actual |
Dec 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 4 EPS Ana. |
Dec 2027 2 Rev. Ana. 4 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
65.10M
est: 39.57M (+64.5%)
|
132.20M
est: 49.89M (+165.0%)
|
145.00M
est: 73.44M (+97.4%)
|
151.80M
est: 86.03M (+76.5%)
|
161.44M
est: 94.41M (+71.0%)
|
160.73M
est: 105.29M (+52.6%)
|
181.97M
est: 126.66M (+43.7%)
|
192.49M
est: 160.77M (+19.7%)
|
235.86M
est: 177.83M (+32.6%)
|
258.95M
est: 197.17M (+31.3%)
|
270.40M
est: 287.13M (-5.8%)
|
233.62M
est: 3.02B (-92.3%)
|
248.86M
est: 117.99M (+110.9%)
|
111.70M
est: 111.88M (-0.2%)
|
114.43M
est: 114.50M (-0.1%)
|
124.16M
est: 120.01M (+3.5%)
|
138.06M
est: 132.94M (+3.8%)
|
170.88M
est: 159.05M (+7.4%)
|
190.76M
est: 174.32M (+9.4%)
|
214.20M
est: 211.40M (+1.3%)
|
207.12M
est: 205.95M (+0.6%)
|
224.23M
est: 207.93M (+7.8%)
|
283.83M
est: 212.03M (+33.9%)
|
316.33M
est: 215.96M (+46.5%)
|
315.38M
est: 229.29M (+37.5%)
|
253.78M
244.31M – 272.17M
+10.7% YoY
|
277.38M
267.03M – 297.48M
+9.3% YoY
|
| EBITDA |
14.00M
est: 38.16M (-63.3%)
|
8.70M
est: 17.79M (-51.1%)
|
21.90M
est: 53.70M (-59.2%)
|
33.82M
est: 30.68M (+10.2%)
|
40.28M
est: 33.67M (+19.6%)
|
47.37M
est: 89.03M (-46.8%)
|
59.09M
est: 94.62M (-37.5%)
|
52.02M
est: 97.61M (-46.7%)
|
50.67M
est: 120.58M (-58.0%)
|
35.65M
est: 146.11M (-75.6%)
|
-3.70M
est: 144.21M (-102.6%)
|
-111.38M
est: -4.98B (+97.8%)
|
-136.77M
est: -418.05M (+67.3%)
|
28.23M
est: 34.17M (-17.4%)
|
33.93M
est: 36.03M (-5.8%)
|
38.12M
est: 41.16M (-7.4%)
|
45.40M
est: 53.47M (-15.1%)
|
55.17M
est: 73.26M (-24.7%)
|
63.82M
est: 89.09M (-28.4%)
|
78.64M
est: 76.64M (+2.6%)
|
89.44M
est: 84.51M (+5.8%)
|
88.62M
est: 88.61M (+0.0%)
|
83.70M
est: 70.98M (+17.9%)
|
93.05M
est: 72.30M (+28.7%)
|
81.29M
est: 76.76M (+5.9%)
|
84.96M
81.79M – 91.11M
+10.7% YoY
|
92.86M
89.39M – 99.59M
+9.3% YoY
|
| EBIT |
11.20M
est: 12.40M (-9.7%)
|
3.40M
est: 15.63M (-78.3%)
|
17.00M
est: 23.01M (-26.1%)
|
27.28M
est: 26.96M (+1.2%)
|
33.72M
est: 29.58M (+14.0%)
|
40.86M
est: 32.99M (+23.9%)
|
51.32M
est: 39.69M (+29.3%)
|
55.03M
est: 50.38M (+9.2%)
|
63.17M
est: 55.72M (+13.4%)
|
45.49M
est: 61.78M (-26.4%)
|
8.85M
est: 89.97M (-90.2%)
|
-88.60M
est: 946.78M (-109.4%)
|
-93.44M
est: 36.97M (-352.7%)
|
25.22M
est: 35.06M (-28.1%)
|
29.38M
est: 35.88M (-18.1%)
|
32.90M
est: 37.60M (-12.5%)
|
38.44M
est: 41.66M (-7.7%)
|
49.13M
est: 49.84M (-1.4%)
|
57.76M
est: 54.62M (+5.7%)
|
69.48M
est: 66.24M (+4.9%)
|
77.31M
est: 64.53M (+19.8%)
|
77.79M
est: 65.15M (+19.4%)
|
73.68M
est: 63.61M (+15.8%)
|
83.05M
est: 64.79M (+28.2%)
|
81.29M
est: 68.79M (+18.2%)
|
76.14M
73.30M – 81.65M
+10.7% YoY
|
83.22M
80.11M – 89.25M
+9.3% YoY
|
| Net Income |
7.90M
est: 7.87M (+0.3%)
|
1.50M
est: 8.68M (-82.7%)
|
11.90M
est: 9.76M (+22.0%)
|
20.01M
est: 19.16M (+4.4%)
|
24.40M
est: 22.62M (+7.9%)
|
29.47M
est: 27.47M (+7.3%)
|
37.59M
est: 34.47M (+9.1%)
|
40.31M
est: 39.87M (+1.1%)
|
45.71M
est: 46.63M (-2.0%)
|
33.20M
est: 34.65M (-4.2%)
|
10.36M
est: 13.74M (-24.6%)
|
-91.66M
est: -6.42B (+98.6%)
|
-90.23M
est: -415.38M (+78.3%)
|
18.02M
est: 16.91M (+6.6%)
|
20.02M
est: 18.10M (+10.6%)
|
22.77M
est: 20.70M (+10.0%)
|
20.48M
est: 20.48M (0.0%)
|
39.84M
est: 39.97M (-0.3%)
|
46.44M
est: 45.70M (+1.6%)
|
56.15M
est: 43.83M (+28.1%)
|
62.90M
est: 53.65M (+17.2%)
|
63.35M
est: 56.63M (+11.9%)
|
59.07M
est: 65.81M (-10.2%)
|
66.79M
est: 64.74M (+3.2%)
|
68.54M
est: 69.83M (-1.8%)
|
74.30M
73.53M – 74.78M
+6.4% YoY
|
79.92M
79.71M – 80.13M
+7.6% YoY
|
| SGA |
15.70M
est: 15.34M (+2.3%)
|
26.50M
est: 19.81M (+33.8%)
|
32.30M
est: 25.14M (+28.5%)
|
28.31M
est: 32.12M (-11.9%)
|
31.55M
est: 35.18M (-10.3%)
|
37.34M
est: 34.88M (+7.1%)
|
43.56M
est: 40.11M (+8.6%)
|
47.17M
est: 51.80M (-9.0%)
|
52.15M
est: 53.40M (-2.3%)
|
50.80M
est: 58.04M (-12.5%)
|
61.33M
est: 90.40M (-32.2%)
|
67.86M
est: 1.17B (-94.2%)
|
86.59M
est: 41.49M (+108.7%)
|
61.44M
est: 60.97M (+0.8%)
|
62.57M
est: 56.93M (+9.9%)
|
63.58M
est: 58.76M (+8.2%)
|
68.23M
est: 66.98M (+1.9%)
|
76.42M
est: 77.17M (-1.0%)
|
82.49M
est: 82.05M (+0.5%)
|
81.80M
est: 77.60M (+5.4%)
|
83.28M
est: 89.69M (-7.1%)
|
86.09M
est: 96.17M (-10.5%)
|
85.09M
est: 71.43M (+19.1%)
|
91.83M
est: 72.75M (+26.2%)
|
97.23M
est: 77.24M (+25.9%)
|
85.50M
82.31M – 91.69M
+10.7% YoY
|
93.45M
89.96M – 100.21M
+9.3% YoY
|
| EPS |
4.96
est: 5.05 (-1.8%)
|
0.17
est: 5.57 (-96.9%)
|
4.79
est: 6.15 (-22.1%)
|
8.08
est: 7.93 (+1.9%)
|
6.75
est: 9.12 (-26.0%)
|
8.85
est: 11.42 (-22.5%)
|
15.78
est: 14.55 (+8.5%)
|
16.24
est: 17.89 (-9.2%)
|
19.14
est: 19.51 (-1.9%)
|
14.50
est: 23.13 (-37.3%)
|
4.60
est: 11.11 (-58.6%)
|
-40.00
est: -27.04 (-48.0%)
|
-39.60
est: -21.70 (-82.5%)
|
0.79
est: 0.72 (+9.7%)
|
0.88
est: 0.82 (+6.9%)
|
1.06
est: 1.07 (-0.7%)
|
0.96
est: 1.24 (-22.6%)
|
1.70
est: 1.78 (-4.2%)
|
2.03
est: 2.11 (-3.6%)
|
2.56
est: 2.64 (-3.1%)
|
2.91
est: 2.85 (+2.2%)
|
3.00
est: 2.44 (+23.1%)
|
2.82
est: 3.15 (-10.5%)
|
3.20
est: 3.03 (+5.7%)
|
3.30
est: 3.30 (+0.1%)
|
3.55
3.52 – 3.58
+7.8% YoY
|
3.83
3.82 – 3.84
+7.8% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-27 | DA Davidson | Neutral | Neutral | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-27 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-26 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-22 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-21 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-20 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-19 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-18 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-15 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-14 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-13 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-12 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-11 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-08 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-07 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-05 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-04 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 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 | 3/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 2.57M | 12.10% | 2.41M | — | 2.57M | — | HC | Delaware | 2022-01-27 | ↗ |
| 2 | John W. Palmer | 1.83M | 7.60% | — | 1.83M | — | 10.00 | IN | U.S. | 2019-02-22 | ↗ |
| 3 | PL Capital Advisors, LLC | 1.83M | 7.60% | — | 1.83M | — | 10.00 | IA | Delaware | 2019-02-22 | ↗ |
| 4 | Richard J. Lashley | 1.83M | 7.60% | — | 1.83M | — | 10.00 | IN | U.S. | 2019-02-22 | ↗ |
| 5 | Capital Advisors, LLC | 1.51M | 6.20% | — | 1.51M | — | 10.00 | IA | Delaware | 2018-10-29 | ↗ |
| 6 | J. Lashley | 1.51M | 6.20% | — | 1.51M | — | 10.00 | IN | U.S. | 2018-10-29 | ↗ |
| 7 | W. Palmer | 1.51M | 6.20% | — | 1.51M | — | 10.00 | IN | U.S. | 2018-10-29 | ↗ |
| 8 | FJ Capital Management | 1.15M | 5.14% | — | 1.15M | — | — | IA | Delaware | 2020-01-27 | ↗ |
| 9 | Martin Friedman | 1.15M | 5.14% | — | 1.15M | — | — | IN | Delaware | 2020-01-27 | ↗ |
| 10 | The Vanguard Group - 23-1945930 | 1.07M | 5.12% | — | — | 1.04M | 32.3K | IA | Pennsylvania | 2024-02-13 | ↗ |
| 11 | Maltese Capital Management LLC | 778.4K | 3.50% | 778.4K | 778.4K | 778.4K | 778.4K | OO | New York | 2016-02-10 | ↗ |
| 12 | Terry Maltese | 778.4K | 3.50% | 778.4K | 778.4K | 778.4K | 778.4K | IN | USA | 2016-02-10 | ↗ |
| 13 | Financial Opportunity Fund LLC | 660.2K | 2.94% | — | 660.2K | — | — | OO | Delaware | 2020-01-27 | ↗ |
| 14 | Maltese Capital Holdings, LLC | 658.6K | 3.00% | 658.6K | 658.6K | 658.6K | 658.6K | OO | New York | 2016-02-10 | ↗ |
| 15 | Realty Investment Company, Inc. | 306.6K | 1.36% | — | 306.6K | — | — | CO | Delaware | 2020-01-27 | ↗ |
| 16 | SunBridge Holdings, LLC | 306.6K | 1.36% | — | 306.6K | — | — | OO | Delaware | 2020-01-27 | ↗ |
| 17 | SunBridge Manager, LLC | 306.6K | 1.36% | — | 306.6K | — | — | OO | Delaware | 2020-01-27 | ↗ |
| 18 | Bridge Equities III, LLC | 263.9K | 1.17% | — | 263.9K | — | — | OO | Delaware | 2020-01-27 | ↗ |
| 19 | Wellington Group Holdings LLP | 33.9K | 0.15% | — | 33.9K | — | — | HC | Delaware | 2016-02-11 | ↗ |
| 20 | Wellington Investment Advisors Holdings LLP | 33.9K | 0.15% | — | 33.9K | — | — | HC | Delaware | 2016-02-11 | ↗ |
| 21 | Wellington Management Group LLP | 33.9K | 0.15% | — | 33.9K | — | — | HC | Massachusetts | 2016-02-11 | ↗ |
| 22 | Bridge Equities IX, LLC | 26.7K | 0.12% | — | 26.7K | — | — | OO | Delaware | 2020-01-27 | ↗ |
| 23 | Financial Opportunity Long/Short Fund LLC | 19.6K | 0.09% | — | 19.6K | — | — | OO | Delaware | 2020-01-27 | ↗ |
| 24 | Bridge Equities VIII, LLC | 16.0K | 0.07% | — | 16.0K | — | — | OO | Delaware | 2020-01-27 | ↗ |
| 25 | EJF Capital LLC | — | 0.00% | — | — | — | — | IA | Delaware | 2018-02-14 | ↗ |
| 26 | EJF Financial Opportunities Master Fund, LP | — | 0.00% | — | — | — | — | PN | Cayman Islands | 2014-11-05 | ↗ |
| 27 | EJF Financial Services Fund, LP | — | 0.00% | — | — | — | — | PN | Delaware | 2018-02-14 | ↗ |
| 28 | EJF Financial Services GP, LLC | — | 0.00% | — | — | — | — | OO | Delaware | 2018-02-14 | ↗ |
| 29 | Emanuel J. Friedman | — | 0.00% | — | — | — | — | IN | United States | 2018-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 2.96M -45.0K (-1.5%) | 96.27M +3.2M (+3.4%) | 14.32% -0.162 pp | 0.00% +0.000 pp | USD33.18 -2.0% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 1.34M +10.8K (+0.8%) | 43.57M +2.4M (+5.9%) | 6.48% +0.077 pp | 0.00% +0.000 pp | USD18.65 +74.4% | 62 qtrs — |
| 3 | FMR LLC | 942.4K -23.4K (-2.4%) | 30.66M +742.2K (+2.5%) | 4.56% -0.095 pp | 0.00% +0.000 pp | USD23.08 +40.9% | 50 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 860.0K -22.4K (-2.5%) | 27.98M +643.3K (+2.4%) | 4.16% -0.092 pp | 0.01% +0.000 pp | USD17.65 +84.3% | 51 qtrs — |
| 5 | AMERICAN CENTURY COMPANIES INC | 672.1K +28.6K (+4.4%) | 21.86M +1.9M (+9.7%) | 3.25% +0.150 pp | 0.01% +0.001 pp | USD26.51 +22.7% | 33 qtrs — |
| 6 | STATE STREET CORP | 657.3K +28.5K (+4.5%) | 21.38M +1.9M (+9.8%) | 3.18% +0.150 pp | 0.00% +0.000 pp | USD22.01 +47.8% | 50 qtrs — |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 585.7K -14.6K (-2.4%) | 19.05M +458.5K (+2.5%) | 2.83% -0.060 pp | 0.03% +0.005 pp | USD19.19 +69.5% | 53 qtrs — |
| 8 | ACADIAN ASSET MANAGEMENT LLC | 528.2K +15.1K (+3.0%) | 17.17M +1.3M (+8.1%) | 2.56% +0.083 pp | 0.03% +0.001 pp | USD24.45 +33.0% | 37 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 497.0K -8.7K (-1.7%) | 16.17M +504.2K (+3.2%) | 2.40% -0.033 pp | 0.00% +0.000 pp | USD20.00 +62.7% | 60 qtrs — |
| 10 | LSV ASSET MANAGEMENT | 408.0K -32.6K (-7.4%) | 13.27M -376.0K (-2.8%) | 1.97% -0.150 pp | 0.03% -0.001 pp | USD21.43 +51.8% | 46 qtrs — |
| 11 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 386.8K -4.3K (-1.1%) | 12.58M +468.6K (+3.9%) | 1.87% -0.014 pp | 0.01% +0.000 pp | USD14.41 +125.7% | 50 qtrs — |
| 12 | FJ CAPITAL MANAGEMENT LLC | 385.1K -165.1K (-30.0%) | 12.53M -4.5M (-26.5%) | 1.86% -0.789 pp | 1.38% -0.437 pp | USD17.20 +89.1% | 49 qtrs — |
| 13 | GOLDMAN SACHS GROUP INC | 377.9K +76.8K (+25.5%) | 12.29M +3.0M (+31.8%) | 1.83% +0.377 pp | 0.00% +0.000 pp | USD27.00 +20.5% | 50 qtrs — |
| 14 | NUVEEN, LLC | 330.3K +39.2K (+13.5%) | 10.74M +1.7M (+19.2%) | 1.60% +0.195 pp | 0.00% +0.000 pp | USD31.00 +4.9% | 4 qtrs — |
| 15 | PL CAPITAL ADVISORS, LLC | 319.0K +— (+0.0%) | 10.38M +496.0K (+5.0%) | 1.54% +0.006 pp | 3.27% -0.008 pp | USD16.10 +102.0% | 46 qtrs — |
| 16 | JPMORGAN CHASE & CO | 317.6K -128.3K (-28.8%) | 10.33M -3.5M (-25.2%) | 1.54% -0.613 pp | 0.00% 0.000 pp | USD22.34 +45.6% | 42 qtrs — |
| 17 | PRINCIPAL FINANCIAL GROUP INC | 304.2K -1.3K (-0.4%) | 9.90M +433.9K (+4.6%) | 1.47% -0.001 pp | 0.01% +0.000 pp | USD24.39 +33.4% | 29 qtrs — |
| 18 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 238.0K -17.0K (-6.7%) | 7.74M -156.4K (-2.0%) | 1.15% -0.078 pp | 0.01% 0.000 pp | USD22.10 +47.2% | 17 qtrs — |
| 19 | ALGEBRIS (UK) LTD | 213.3K +213.3K (+100.0%) | 6.94M +6.9M (+100.0%) | 1.03% +1.032 pp | 0.54% +0.544 pp | USD32.53 +0.0% | 1 qtrs NEW |
| 20 | CSM ADVISORS, LLC | 197.7K +165.0 (+0.1%) | 6.43M +311.0K (+5.1%) | 0.96% +0.004 pp | 0.17% +0.004 pp | USD32.41 +0.4% | 3 qtrs — |
| 21 | NORTHERN TRUST CORP | 194.0K -17.0K (-8.0%) | 6.31M -224.1K (-3.4%) | 0.94% -0.078 pp | 0.00% +0.000 pp | USD15.86 +105.1% | 51 qtrs — |
| 22 | MORGAN STANLEY | 180.8K +24.0K (+15.3%) | 5.88M +1.0M (+21.1%) | 0.87% +0.119 pp | 0.00% +0.000 pp | USD25.16 +29.3% | 50 qtrs — |
| 23 | PROSHARE ADVISORS LLC | 180.4K -12.4K (-6.5%) | 5.87M -105.1K (-1.8%) | 0.87% -0.057 pp | 0.01% -0.002 pp | USD33.12 -1.8% | 6 qtrs — |
| 24 | TWO SIGMA INVESTMENTS, LP | 180.2K +65.2K (+56.7%) | 5.86M +2.3M (+64.6%) | 0.87% +0.318 pp | 0.01% +0.003 pp | USD31.30 +3.9% | 49 qtrs — |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 171.5K -100.0 (-0.1%) | 5.58M +263.5K (+5.0%) | 0.83% +0.003 pp | 0.00% +0.000 pp | USD27.89 +16.6% | 47 qtrs — |
| 26 | MALTESE CAPITAL MANAGEMENT LLC | 168.5K +13.5K (+8.7%) | 5.48M +680.2K (+14.2%) | 0.82% +0.068 pp | 0.97% +0.246 pp | USD29.76 +9.3% | 11 qtrs — |
| 27 | BANK OF NEW YORK MELLON CORP | 160.0K -5.2K (-3.2%) | 5.20M +86.4K (+1.7%) | 0.77% -0.022 pp | 0.00% 0.000 pp | USD19.84 +64.0% | 49 qtrs — |
| 28 | FEDERATED HERMES, INC. | 157.5K +37.7K (+31.4%) | 5.12M +1.4M (+38.0%) | 0.76% +0.184 pp | 0.01% +0.002 pp | USD21.47 +51.5% | 44 qtrs — |
| 29 | ASSENAGON ASSET MANAGEMENT S.A. | 155.4K -51.0K (-24.7%) | 5.06M -1.3M (-20.9%) | 0.75% -0.243 pp | 0.01% -0.002 pp | USD30.98 +5.0% | 7 qtrs — |
| 30 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 150.9K +43.3K (+40.3%) | 4.91M +1.6M (+47.3%) | 0.73% +0.212 pp | 0.00% +0.001 pp | USD25.73 +26.4% | 28 qtrs — |
| 31 | ATEGRA CAPITAL MANAGEMENT, LLC | 139.2K +139.2K (+100.0%) | 4.53M +4.5M (+100.0%) | 0.67% +0.674 pp | 2.15% +2.155 pp | USD32.53 +0.0% | 1 qtrs NEW |
| 32 | QUBE RESEARCH & TECHNOLOGIES LTD | 128.2K -48.1K (-27.3%) | 4.17M -1.3M (-23.7%) | 0.62% -0.230 pp | 0.00% -0.001 pp | USD31.40 +3.6% | 8 qtrs — |
| 33 | AQR CAPITAL MANAGEMENT LLC | 126.3K -43.6K (-25.7%) | 4.11M -1.2M (-22.0%) | 0.61% -0.208 pp | 0.00% -0.001 pp | USD25.38 +28.2% | 49 qtrs — |
| 34 | TWO SIGMA ADVISERS, LP | 109.9K +9.8K (+9.8%) | 3.58M +474.4K (+15.3%) | 0.53% +0.049 pp | 0.01% +0.001 pp | USD30.39 +7.0% | 48 qtrs — |
| 35 | JACOBS LEVY EQUITY MANAGEMENT, INC | 106.2K -8.7K (-7.5%) | 3.46M -103.4K (-2.9%) | 0.51% -0.040 pp | 0.01% -0.001 pp | USD24.60 +32.2% | 33 qtrs — |
| 36 | MILLENNIUM MANAGEMENT LLC | 96.8K -292.4K (-75.1%) | 3.15M -8.9M (-73.9%) | 0.47% -1.407 pp | 0.00% -0.004 pp | USD31.35 +3.8% | 43 qtrs — |
| 37 | POINT72 ASSET MANAGEMENT, L.P. | 94.8K +94.8K (+100.0%) | 3.08M +3.1M (+100.0%) | 0.46% +0.459 pp | 0.00% +0.003 pp | USD32.53 +0.0% | 5 qtrs — |
| 38 | RUSSELL INVESTMENTS GROUP, LTD. | 85.9K +3.8K (+4.7%) | 2.79M +252.6K (+9.9%) | 0.42% +0.020 pp | 0.00% +0.000 pp | USD28.73 +13.2% | 37 qtrs — |
| 39 | TREXQUANT INVESTMENT LP | 85.4K +29.8K (+53.7%) | 2.78M +1.1M (+61.5%) | 0.41% +0.145 pp | 0.02% +0.007 pp | USD29.44 +10.5% | 19 qtrs — |
| 40 | BARCLAYS PLC | 83.0K +602.0 (+0.7%) | 2.70M -47.9K (-1.7%) | 0.40% +0.004 pp | 0.00% 0.000 pp | USD25.67 +26.7% | 36 qtrs — |
| 41 | SEI INVESTMENTS CO | 81.5K -56.0 (-0.1%) | 2.65M +125.0K (+4.9%) | 0.39% +0.001 pp | 0.00% 0.000 pp | USD31.77 +2.4% | 20 qtrs — |
| 42 | CITADEL ADVISORS LLC | 65.0K +65.0K (+100.0%) | 2.11M +2.1M (+100.0%) | 0.31% +0.314 pp | 0.00% +0.000 pp | USD32.53 +0.0% | 5 qtrs — |
| 43 | BANK OF AMERICA CORP /DE/ | 60.5K -15.3K (-20.2%) | 1.97M -380.0K (-16.2%) | 0.29% -0.073 pp | 0.00% +0.000 pp | USD28.92 +12.5% | 52 qtrs — |
| 44 | AMERIPRISE FINANCIAL INC | 55.6K -494.0 (-0.9%) | 1.81M +71.2K (+4.1%) | 0.27% -0.001 pp | 0.00% +0.000 pp | USD22.80 +42.7% | 36 qtrs — |
| 45 | JEFFERIES FINANCIAL GROUP INC. | 55.6K +55.6K (+100.0%) | 1.81M +1.8M (+100.0%) | 0.27% +0.269 pp | 0.01% +0.009 pp | USD32.53 +0.0% | 1 qtrs NEW |
| 46 | TUDOR INVESTMENT CORP ET AL | 49.9K -14.4K (-22.4%) | 1.62M -368.5K (-18.5%) | 0.24% -0.069 pp | 0.00% 0.000 pp | USD33.10 -1.7% | 20 qtrs — |
| 47 | UBS ASSET MANAGEMENT AMERICAS INC | 48.2K -1.2K (-2.5%) | 1.57M +36.7K (+2.4%) | 0.23% -0.005 pp | 0.00% +0.000 pp | USD27.97 +16.3% | 32 qtrs — |
| 48 | JANE STREET GROUP, LLC | 47.7K -14.5K (-23.3%) | 1.55M -375.1K (-19.5%) | 0.23% -0.069 pp | 0.00% 0.000 pp | USD30.13 +8.0% | 9 qtrs — |
| 49 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 43.4K -5.4K (-11.1%) | 1.41M -100.3K (-6.6%) | 0.21% -0.025 pp | 0.00% -0.001 pp | USD29.43 +10.5% | 9 qtrs — |
| 50 | HSBC HOLDINGS PLC | 41.3K +16.8K (+68.7%) | 1.34M +588.7K (+78.4%) | 0.20% +0.082 pp | 0.00% +0.000 pp | USD32.71 -0.6% | 5 qtrs — |
| 51 | SWISS NATIONAL BANK | 40.5K +— (+0.0%) | 1.32M +63.0K (+5.0%) | 0.20% +0.001 pp | 0.00% +0.000 pp | USD20.70 +57.1% | 35 qtrs — |
| 52 | FRANKLIN RESOURCES INC | 37.8K +5.8K (+18.1%) | 1.23M +238.5K (+24.1%) | 0.18% +0.029 pp | 0.00% +0.000 pp | USD24.40 +33.3% | 11 qtrs — |
| 53 | VICTORY CAPITAL MANAGEMENT INC | 36.3K +7.3K (+25.0%) | 1.18M +281.0K (+31.2%) | 0.18% +0.036 pp | 0.00% +0.000 pp | USD22.21 +46.5% | 41 qtrs — |
| 54 | TEACHER RETIREMENT SYSTEM OF TEXAS | 36.2K -1.9K (-5.0%) | 1.18M -2.4K (-0.2%) | 0.18% -0.009 pp | 0.00% -0.001 pp | USD29.56 +10.0% | 14 qtrs — |
| 55 | MARTINGALE ASSET MANAGEMENT L P | 35.1K -22.6K (-39.2%) | 1.14M -646.7K (-36.1%) | 0.17% -0.109 pp | 0.03% -0.016 pp | USD19.69 +65.2% | 38 qtrs — |
| 56 | HGK ASSET MANAGEMENT INC | 34.7K +318.0 (+0.9%) | 1.13M +63.7K (+6.0%) | 0.17% +0.002 pp | 0.17% -0.005 pp | USD27.06 +20.2% | 15 qtrs — |
| 57 | PRICE T ROWE ASSOCIATES INC /MD/ | 34.0K +14.4K (+72.9%) | 1.11M +498.0K (+81.6%) | 0.16% +0.070 pp | 0.00% +0.000 pp | USD27.36 +18.9% | 16 qtrs — |
| 58 | INVESCO LTD. | 32.3K -5.7K (-15.1%) | 1.05M -127.6K (-10.8%) | 0.16% -0.027 pp | 0.00% +0.000 pp | USD24.06 +35.2% | 52 qtrs — |
| 59 | THRIVENT FINANCIAL FOR LUTHERANS | 31.9K +1.2K (+4.0%) | 1.04M +89.0K (+9.4%) | 0.15% +0.007 pp | 0.00% +0.000 pp | USD24.62 +32.1% | 36 qtrs — |
| 60 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 31.3K -3.7K (-10.7%) | 1.02M -66.9K (-6.2%) | 0.15% -0.017 pp | 0.01% -0.003 pp | USD31.36 +3.7% | 7 qtrs — |
| 61 | ALGERT GLOBAL LLC | 30.2K +30.2K (+100.0%) | 981.0K +981.0K (+100.0%) | 0.15% +0.146 pp | 0.02% +0.015 pp | USD32.53 +0.0% | 1 qtrs NEW |
| 62 | ADVISORY SERVICES NETWORK, LLC | 29.6K -10.0K (-25.3%) | 963.1K -265.1K (-21.6%) | 0.14% -0.048 pp | 0.01% -0.004 pp | USD26.36 +23.4% | 7 qtrs — |
| 63 | BALYASNY ASSET MANAGEMENT L.P. | 29.2K +29.2K (+100.0%) | 950.9K +950.9K (+100.0%) | 0.14% +0.141 pp | 0.00% +0.001 pp | USD32.53 +0.0% | 4 qtrs — |
| 64 | GLOBEFLEX CAPITAL L P | 29.2K -13.5K (-31.6%) | 950.8K -372.4K (-28.1%) | 0.14% -0.065 pp | 0.15% -0.058 pp | USD21.33 +52.5% | 36 qtrs — |
| 65 | RHUMBLINE ADVISERS | 29.2K -2.1K (-6.8%) | 949.1K -20.4K (-2.1%) | 0.14% -0.010 pp | 0.00% +0.000 pp | USD19.31 +68.5% | 47 qtrs — |
| 66 | UBS GROUP AG | 27.3K -36.8K (-57.4%) | 888.3K -1.1M (-55.2%) | 0.13% -0.177 pp | 0.00% 0.000 pp | USD30.33 +7.3% | 45 qtrs — |
| 67 | BNP PARIBAS ARBITRAGE, SNC | 27.3K -5.1K (-15.9%) | 888.0K -117.0K (-11.6%) | 0.13% -0.024 pp | 0.00% 0.000 pp | USD25.11 +29.5% | 46 qtrs — |
| 68 | CREATIVE PLANNING | 27.0K -1.2K (-4.2%) | 878.1K +5.7K (+0.7%) | 0.13% -0.005 pp | 0.00% +0.000 pp | USD25.81 +26.0% | 26 qtrs — |
| 69 | WEDGE CAPITAL MANAGEMENT L L P/NC | 26.2K +495.0 (+1.9%) | 851.3K +56.0K (+7.0%) | 0.13% +0.003 pp | 0.02% +0.002 pp | USD22.03 +47.7% | 11 qtrs — |
| 70 | SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 24.7K +— (+0.0%) | 804.9K +38.5K (+5.0%) | 0.12% +0.001 pp | 0.46% +0.010 pp | USD33.30 -2.3% | 6 qtrs — |
| 71 | CAMPBELL & CO INVESTMENT ADVISER LLC | 23.8K +6.9K (+40.9%) | 774.4K +250.9K (+47.9%) | 0.12% +0.034 pp | 0.04% -0.002 pp | USD29.45 +10.5% | 9 qtrs — |
| 72 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 23.5K -700.0 (-2.9%) | 765.7K +14.9K (+2.0%) | 0.11% -0.003 pp | 0.01% +0.000 pp | USD23.19 +40.3% | 13 qtrs — |
| 73 | BAILARD, INC. | 23.3K +— (+0.0%) | 756.6K +36.2K (+5.0%) | 0.11% +0.000 pp | 0.02% +0.001 pp | USD27.73 +17.3% | 9 qtrs — |
| 74 | QUANTINNO CAPITAL MANAGEMENT LP | 23.2K +7.1K (+44.0%) | 753.8K +255.4K (+51.2%) | 0.11% +0.035 pp | 0.00% +0.000 pp | USD31.48 +3.3% | 4 qtrs — |
| 75 | LEGAL & GENERAL GROUP PLC | 22.6K -90.0 (-0.4%) | 735.4K +32.4K (+4.6%) | 0.11% +0.000 pp | 0.00% +0.000 pp | USD20.53 +58.5% | 46 qtrs — |
| 76 | WELLS FARGO & COMPANY/MN | 22.4K +6.2K (+38.2%) | 728.8K +226.5K (+45.1%) | 0.11% +0.030 pp | 0.00% +0.000 pp | USD30.38 +7.1% | 50 qtrs — |
| 77 | CETERA INVESTMENT ADVISERS | 22.3K +363.0 (+1.7%) | 723.9K +45.8K (+6.8%) | 0.11% +0.002 pp | 0.00% +0.000 pp | USD31.01 +4.9% | 2 qtrs — |
| 78 | ALLIANCEBERNSTEIN L.P. | 21.7K +— (+0.0%) | 705.7K +33.7K (+5.0%) | 0.10% +0.000 pp | 0.00% +0.000 pp | USD21.00 +54.9% | 14 qtrs — |
| 79 | Y-INTERCEPT (HONG KONG) LTD | 21.2K +4.2K (+24.5%) | 689.0K +162.1K (+30.8%) | 0.10% +0.021 pp | 0.02% +0.003 pp | USD31.91 +1.9% | 3 qtrs — |
| 80 | D. E. SHAW & CO., INC. | 20.9K +51.0 (+0.2%) | 681.3K +34.1K (+5.3%) | 0.10% +0.001 pp | 0.00% +0.000 pp | USD24.90 +30.6% | 43 qtrs — |
| 81 | SG AMERICAS SECURITIES, LLC | 20.3K -46.0 (-0.2%) | 660.0K +30.0K (+4.8%) | 0.10% +0.000 pp | 0.00% -0.001 pp | USD29.34 +10.9% | 15 qtrs — |
| 82 | WEISS ASSET MANAGEMENT LP | 19.3K +19.3K (+100.0%) | 629.2K +629.2K (+100.0%) | 0.09% +0.094 pp | 0.01% +0.009 pp | USD32.53 +0.0% | 1 qtrs NEW |
| 83 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 19.2K -30.0 (-0.2%) | 625.6K +29.0K (+4.9%) | 0.09% +0.000 pp | 0.00% +0.000 pp | USD14.75 +120.5% | 47 qtrs — |
| 84 | MAN GROUP PLC | 18.9K +501.0 (+2.7%) | 613.5K +44.8K (+7.9%) | 0.09% +0.003 pp | 0.00% +0.000 pp | USD30.88 +5.3% | 4 qtrs — |
| 85 | DEUTSCHE BANK AG\ | 18.1K +— (+0.0%) | 589.2K +28.1K (+5.0%) | 0.09% +0.000 pp | 0.00% +0.000 pp | USD30.16 +7.9% | 50 qtrs — |
| 86 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 16.0K +8.0K (+100.4%) | 518.9K +272.3K (+110.4%) | 0.08% +0.039 pp | 0.02% +0.008 pp | USD32.28 +0.8% | 5 qtrs — |
| 87 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 15.7K +4.2K (+36.0%) | 512.1K +153.5K (+42.8%) | 0.08% +0.020 pp | 0.00% +0.000 pp | USD32.36 +0.5% | 3 qtrs — |
| 88 | QUEST PARTNERS LLC | 15.2K -3.9K (-20.4%) | 494.9K -97.2K (-16.4%) | 0.07% -0.019 pp | 0.03% -0.011 pp | USD30.56 +6.4% | 9 qtrs — |
| 89 | RAFFERTY ASSET MANAGEMENT, LLC | 14.8K +1.3K (+9.5%) | 482.6K +63.1K (+15.0%) | 0.07% +0.007 pp | 0.00% +0.000 pp | USD23.72 +37.1% | 12 qtrs — |
| 90 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 14.0K -33.0 (-0.2%) | 455.9K +20.8K (+4.8%) | 0.07% +0.000 pp | 0.00% +0.000 pp | USD24.64 +32.0% | 8 qtrs — |
| 91 | REHMANN CAPITAL ADVISORY GROUP | 13.6K +11.0 (+0.1%) | 442.9K +21.5K (+5.1%) | 0.07% +0.000 pp | 0.02% +0.000 pp | USD12.92 +151.8% | 24 qtrs — |
| 92 | VOYA INVESTMENT MANAGEMENT LLC | 13.6K -9.6K (-41.5%) | 442.1K -277.2K (-38.5%) | 0.07% -0.046 pp | 0.00% 0.000 pp | USD23.62 +37.7% | 13 qtrs — |
| 93 | MARINER, LLC | 13.5K +7.0K (+107.1%) | 438.0K +236.7K (+117.6%) | 0.07% +0.034 pp | 0.00% +0.000 pp | USD31.78 +2.4% | 2 qtrs — |
| 94 | RAYMOND JAMES FINANCIAL INC | 13.4K +3.4K (+33.3%) | 436.5K +124.8K (+40.0%) | 0.06% +0.016 pp | 0.00% +0.000 pp | USD34.25 -5.0% | 5 qtrs — |
| 95 | GSA CAPITAL PARTNERS LLP | 13.1K +2.2K (+20.4%) | 426.0K +89.0K (+26.4%) | 0.06% +0.011 pp | 0.04% +0.009 pp | USD31.24 +4.1% | 5 qtrs — |
| 96 | ZACKS INVESTMENT MANAGEMENT | 12.9K -1.2K (-8.8%) | 420.7K -18.5K (-4.2%) | 0.06% -0.006 pp | 0.00% 0.000 pp | USD30.87 +5.4% | 6 qtrs — |
| 97 | CITIGROUP INC | 12.8K +1.8K (+16.7%) | 415.8K +76.6K (+22.6%) | 0.06% +0.009 pp | 0.00% +0.000 pp | USD26.67 +22.0% | 54 qtrs — |
| 98 | NUMERAI GP LLC | 12.6K -21.0K (-62.5%) | 409.6K -630.6K (-60.6%) | 0.06% -0.101 pp | 0.05% -0.097 pp | USD31.40 +3.6% | 3 qtrs — |
| 99 | BOSTON PARTNERS | 11.8K -1.5K (-11.0%) | 384.3K -26.8K (-6.5%) | 0.06% -0.007 pp | 0.00% +0.000 pp | USD32.59 -0.2% | 8 qtrs — |
| 100 | METLIFE INVESTMENT MANAGEMENT, LLC | 11.8K +— (+0.0%) | 383.5K +18.3K (+5.0%) | 0.06% +0.000 pp | 0.00% +0.000 pp | USD23.74 +37.0% | 33 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | JPMorgan Active Small Cap Value ETF JPSV | 1.05% | 278.9K | 0.55% |
| 2 | ProShares - Russell 2000 Dividend Growers ETF SMDV | 0.98% | 6.75M | 0.40% |
| 3 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.30% | 270.1K | 0.63% |
| 4 | State Street SPDR S&P Regional Banking ETF KRE | 0.19% | 9.39M | 0.35% |
| 5 | iShares Micro-Cap ETF IWC | 0.16% | 2.42M | 0.60% |
| 6 | Vanguard U.S. Multifactor ETF VFMF | 0.15% | 977.9K | 0.18% |
| 7 | Vanguard U.S. Quality Factor ETF VFQY | 0.13% | 618.3K | 0.13% |
| 8 | Franklin Small Cap Enhanced ETF FSML | 0.09% | 139.0K | 0.45% |
| 9 | Hartford Multifactor Small Cap ETF ROSC | 0.09% | 56.1K | 0.34% |
| 10 | Avantis U.S. Small Cap Value ETF AVUV | 0.08% | 23.59M | 0.25% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | Kimball Stefanie M | Officer | S-Sale | D | Common Stock | 1,400 | 34.42 | 48.2K | 64,327 | D | ↗ |
| 2026-04-06 | RAHN JOEL F | Officer | M-Exempt | D | Performance Right | 2,431 | 0.00 | — | 0 | D | ↗ |
| 2026-04-06 | Mohr Gavin A. | Officer | M-Exempt | D | Performance Right | 2,517 | 0.00 | — | 0 | D | ↗ |
| 2026-04-06 | Kimball Stefanie M | Officer | M-Exempt | D | Performance Right | 2,537 | 0.00 | — | 0 | D | ↗ |
| 2026-04-06 | Kessel William B | Director / Officer | M-Exempt | D | Performance Right | 6,431 | 0.00 | — | 0 | D | ↗ |
| 2026-04-06 | Ervin Patrick J | Officer | M-Exempt | D | Performance Right | 2,503 | 0.00 | — | 0 | D | ↗ |
| 2026-04-01 | Wooldridge Michael G. | Director | A-Award | A | Phantom Stock Units | 148 | 0.00 | — | 286 | D | ↗ |
| 2026-04-01 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 138 | 0.00 | — | 24,076 | D | ↗ |
| 2026-04-01 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 688 | 0.00 | — | 24,208 | D | ↗ |
| 2026-04-01 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 396 | 0.00 | — | 28,020 | D | ↗ |
| 2026-04-01 | Boer William J | Director | A-Award | A | Common Stock | 309 | 33.30 | 10.3K | 16,651 | D | ↗ |
| 2026-02-24 | Kruse Ronia F | Director | P-Purchase | A | Common Stock | 1,200 | 35.27 | 42.3K | 2,200 | D | ↗ |
| 2026-02-13 | Wooldridge Michael G. | Director | A-Award | A | Phantom Stock Units | 1 | 0.00 | — | 138 | D | ↗ |
| 2026-02-13 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 183 | 0.00 | — | 23,939 | D | ↗ |
| 2026-02-13 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 180 | 0.00 | — | 23,520 | D | ↗ |
| 2026-02-13 | GULIS STEPHEN L JR | Director | A-Award | A | Phantom Stock Units | 487 | 0.00 | — | 63,590 | D | ↗ |
| 2026-02-13 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 212 | 0.00 | — | 27,624 | D | ↗ |
| 2026-02-13 | Budden Joan A | Director | A-Award | A | Phantom Stock Units | 270 | 0.00 | — | 35,316 | D | ↗ |
| 2026-02-13 | Archer Dennis W. Jr | Director | A-Award | A | Phantom Stock Units | 49 | 0.00 | — | 6,399 | D | ↗ |
| 2026-02-06 | TWAROZYNSKI JAMES J | Officer | F-InKind | D | Common Stock | 383 | 36.60 | 14.0K | 8,684 | D | ↗ |
| 2026-02-06 | Stodolak Michael Joseph | Officer | F-InKind | D | Common Stock | 350 | 36.60 | 12.8K | 15,095 | D | ↗ |
| 2026-02-06 | RAHN JOEL F | Officer | F-InKind | D | Common Stock | 873 | 36.60 | 32.0K | 26,188 | D | ↗ |
| 2026-02-06 | Mohr Gavin A. | Officer | F-InKind | D | Common Stock | 1,105 | 36.60 | 40.4K | 24,758 | D | ↗ |
| 2026-02-06 | MICHAELS CHRISTOPHER S | Officer | F-InKind | D | Common Stock | 439 | 36.60 | 16.1K | 11,399 | D | ↗ |
| 2026-02-06 | Kreter Kristopher | Officer | F-InKind | D | Common Stock | 94 | 36.60 | 3.4K | 2,507 | D | ↗ |
| 2026-02-06 | Kimball Stefanie M | Officer | F-InKind | D | Common Stock | 1,114 | 36.60 | 40.8K | 63,068 | D | ↗ |
| 2026-02-06 | Kessel William B | Director / Officer | F-InKind | D | Common Stock | 2,935 | 36.60 | 107.4K | 153,643 | D | ↗ |
| 2026-02-06 | Ervin Patrick J | Officer | F-InKind | D | Common Stock | 1,174 | 36.60 | 43.0K | 34,724 | D | ↗ |
| 2026-02-06 | Daniel Larry R Jr | Officer | F-InKind | D | Common Stock | 851 | 36.60 | 31.1K | 23,379 | D | ↗ |
| 2026-02-03 | TWAROZYNSKI JAMES J | Officer | A-Award | A | Common Stock | 631 | 0.00 | — | 9,067 | D | ↗ |
| 2026-02-03 | Stodolak Michael Joseph | Officer | A-Award | A | Common Stock | 1,532 | 0.00 | — | 15,445 | D | ↗ |
| 2026-02-03 | RAHN JOEL F | Officer | A-Award | A | Performance Right | 1,901 | 0.00 | — | 1,901 | D | ↗ |
| 2026-02-03 | Mohr Gavin A. | Officer | A-Award | A | Performance Right | 2,037 | 0.00 | — | 2,037 | D | ↗ |
| 2026-02-03 | MICHAELS CHRISTOPHER S | Officer | A-Award | A | Performance Right | 1,803 | 0.00 | — | 1,803 | D | ↗ |
| 2026-02-03 | Kreter Kristopher | Officer | A-Award | A | Common Stock | 358 | 0.00 | — | 2,601 | D | ↗ |
| 2026-02-03 | Kimball Stefanie M | Officer | A-Award | A | Performance Right | 1,793 | 0.00 | — | 1,793 | D | ↗ |
| 2026-02-03 | Kessel William B | Director / Officer | A-Award | A | Performance Right | 6,052 | 0.00 | — | 6,052 | D | ↗ |
| 2026-02-03 | Ervin Patrick J | Officer | A-Award | A | Performance Right | 1,741 | 0.00 | — | 1,741 | D | ↗ |
| 2026-01-02 | Stodolak Michael Joseph | Officer | — | — | Common Stock | 0 | 0.00 | — | 4,990 | I | ↗ |
| 2026-01-01 | Wooldridge Michael G. | Director | A-Award | A | Phantom Stock Units | 137 | 0.00 | — | 137 | D | ↗ |
| 2026-01-01 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 137 | 0.00 | — | 23,755 | D | ↗ |
| 2026-01-01 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 683 | 0.00 | — | 23,340 | D | ↗ |
| 2026-01-01 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 393 | 0.00 | — | 27,413 | D | ↗ |
| 2026-01-01 | Boer William J | Director | A-Award | A | Common Stock | 331 | 32.53 | 10.8K | 16,216 | D | ↗ |
| 2025-12-16 | Wooldridge Michael G. | Director | — | — | Common Stock | 0 | 0.00 | — | 25,879 | D | ↗ |
| 2025-12-12 | Ervin Patrick J | Officer | S-Sale | D | Common Stock | 3,000 | 34.64 | 103.9K | 34,157 | D | ↗ |
| 2025-11-21 | TWAROZYNSKI JAMES J | Officer | S-Sale | D | Common Stock | 486 | 31.64 | 15.4K | 8,436 | D | ↗ |
| 2025-11-21 | Archer Dennis W. Jr | Director | P-Purchase | A | Common Stock | 212 | 31.57 | 6.7K | 11,212 | D | ↗ |
| 2025-11-14 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 195 | 0.00 | — | 23,619 | D | ↗ |
| 2025-11-14 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 187 | 0.00 | — | 22,656 | D | ↗ |
| 2025-11-14 | GULIS STEPHEN L JR | Director | A-Award | A | Phantom Stock Units | 522 | 0.00 | — | 63,103 | D | ↗ |
| 2025-11-14 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 223 | 0.00 | — | 27,020 | D | ↗ |
| 2025-11-14 | Budden Joan A | Director | A-Award | A | Phantom Stock Units | 290 | 0.00 | — | 35,045 | D | ↗ |
| 2025-11-14 | Archer Dennis W. Jr | Director | A-Award | A | Phantom Stock Units | 53 | 0.00 | — | 6,350 | D | ↗ |
| 2025-10-01 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 717 | 0.00 | — | 23,423 | D | ↗ |
| 2025-10-01 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 717 | 0.00 | — | 22,469 | D | ↗ |
| 2025-10-01 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 412 | 0.00 | — | 26,797 | D | ↗ |
| 2025-10-01 | Boer William J | Director | A-Award | A | Common Stock | 348 | 30.98 | 10.8K | 15,754 | D | ↗ |
| 2025-09-03 | Kimball Stefanie M | Officer | S-Sale | D | Common Stock | 1,400 | 32.64 | 45.7K | 62,389 | D | ↗ |
| 2025-09-01 | Kreter Kristopher | Officer | F-InKind | D | Common Stock | 618 | 32.89 | 20.3K | 2,243 | D | ↗ |
| 2025-08-15 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 188 | 0.00 | — | 22,706 | D | ↗ |
| 2025-08-15 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 180 | 0.00 | — | 21,752 | D | ↗ |
| 2025-08-15 | GULIS STEPHEN L JR | Director | A-Award | A | Phantom Stock Units | 519 | 0.00 | — | 62,582 | D | ↗ |
| 2025-08-15 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 219 | 0.00 | — | 26,384 | D | ↗ |
| 2025-08-15 | Budden Joan A | Director | A-Award | A | Phantom Stock Units | 288 | 0.00 | — | 34,756 | D | ↗ |
| 2025-08-15 | Archer Dennis W. Jr | Director | A-Award | A | Phantom Stock Units | 52 | 0.00 | — | 6,297 | D | ↗ |
| 2025-08-05 | Mohr Gavin A. | Officer | P-Purchase | A | Common Stock | 2,000 | 29.64 | 59.3K | 23,826 | D | ↗ |
| 2025-07-01 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 686 | 0.00 | — | 22,518 | D | ↗ |
| 2025-07-01 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 686 | 0.00 | — | 21,571 | D | ↗ |
| 2025-07-01 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 394 | 0.00 | — | 26,165 | D | ↗ |
| 2025-07-01 | Boer William J | Director | A-Award | A | Common Stock | 332 | 32.41 | 10.8K | 15,279 | D | ↗ |
| 2025-06-13 | Beia Terance L | Director | P-Purchase | A | Common Stock | 1,821 | 30.65 | 55.8K | 40,001 | D | ↗ |
| 2025-05-15 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 173 | 0.00 | — | 21,832 | D | ↗ |
| 2025-05-15 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 165 | 0.00 | — | 20,886 | D | ↗ |
| 2025-05-15 | GULIS STEPHEN L JR | Director | A-Award | A | Phantom Stock Units | 492 | 0.00 | — | 62,063 | D | ↗ |
| 2025-05-15 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 204 | 0.00 | — | 25,771 | D | ↗ |
| 2025-05-15 | Budden Joan A | Director | A-Award | A | Phantom Stock Units | 273 | 0.00 | — | 34,468 | D | ↗ |
| 2025-05-15 | Archer Dennis W. Jr | Director | A-Award | A | Phantom Stock Units | 49 | 0.00 | — | 6,245 | D | ↗ |
| 2025-04-29 | MAGEE MICHAEL M JR | Director | S-Sale | D | Common Stock | 246 | 31.01 | 7.6K | 14,500 | D | ↗ |
| 2025-04-01 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 722 | 0.00 | — | 21,659 | D | ↗ |
| 2025-04-01 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 722 | 0.00 | — | 20,720 | D | ↗ |
| 2025-04-01 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 415 | 0.00 | — | 25,567 | D | ↗ |
| 2025-04-01 | Boer William J | Director | A-Award | A | Common Stock | 350 | 30.79 | 10.8K | 14,828 | D | ↗ |
| 2025-02-19 | TWAROZYNSKI JAMES J | Officer | M-Exempt | D | Performance Right | 181 | 0.00 | — | 0 | D | ↗ |
| 2025-02-19 | RAHN JOEL F | Officer | M-Exempt | D | Performance Right | 2,095 | 0.00 | — | 0 | D | ↗ |
| 2025-02-19 | Mohr Gavin A. | Officer | M-Exempt | A | Common Stock | 3,909 | 0.00 | — | 23,474 | D | ↗ |
| 2025-02-19 | MICHAELS CHRISTOPHER S | Officer | M-Exempt | D | Performance Right | 201 | 0.00 | — | 0 | D | ↗ |
| 2025-02-19 | Kimball Stefanie M | Officer | F-InKind | D | Common Stock | 1,666 | 34.76 | 57.9K | 63,789 | D | ↗ |
| 2025-02-19 | Kessel William B | Director / Officer | M-Exempt | A | Common Stock | 9,082 | 0.00 | — | 154,486 | D | ↗ |
| 2025-02-19 | Ervin Patrick J | Officer | M-Exempt | D | Performance Right | 2,117 | 0.00 | — | 0 | D | ↗ |
| 2025-02-19 | Daniel Larry R Jr | Officer | F-InKind | D | Common Stock | 1,150 | 34.76 | 40.0K | 24,230 | D | ↗ |
| 2025-02-14 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 152 | 0.00 | — | 20,937 | D | ↗ |
| 2025-02-14 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 145 | 0.00 | — | 19,999 | D | ↗ |
| 2025-02-14 | GULIS STEPHEN L JR | Director | A-Award | A | Phantom Stock Units | 447 | 0.00 | — | 61,571 | D | ↗ |
| 2025-02-14 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 183 | 0.00 | — | 25,152 | D | ↗ |
| 2025-02-14 | Budden Joan A | Director | A-Award | A | Phantom Stock Units | 248 | 0.00 | — | 34,195 | D | ↗ |
| 2025-02-14 | Archer Dennis W. Jr | Director | A-Award | A | Phantom Stock Units | 45 | 0.00 | — | 6,195 | D | ↗ |
| 2025-02-04 | TWAROZYNSKI JAMES J | Officer | A-Award | A | Common Stock | 613 | 0.00 | — | 8,741 | D | ↗ |
| 2025-02-04 | RAHN JOEL F | Officer | A-Award | A | Performance Right | 1,819 | 0.00 | — | 1,819 | D | ↗ |
| 2025-02-04 | Mohr Gavin A. | Officer | A-Award | A | Performance Right | 1,930 | 0.00 | — | 1,930 | D | ↗ |
| 2025-02-04 | MICHAELS CHRISTOPHER S | Officer | A-Award | A | Performance Right | 1,632 | 0.00 | — | 1,632 | D | ↗ |
| 2025-02-04 | Kreter Kristopher | Officer | A-Award | A | Common Stock | 190 | 0.00 | — | 2,861 | D | ↗ |
| 2025-02-04 | Kimball Stefanie M | Officer | A-Award | A | Common Stock | 1,766 | 0.00 | — | 61,514 | D | ↗ |
| 2025-02-04 | Kessel William B | Director / Officer | A-Award | A | Performance Right | 5,791 | 0.00 | — | 5,791 | D | ↗ |
| 2025-02-04 | Ervin Patrick J | Officer | A-Award | A | Performance Right | 1,715 | 0.00 | — | 1,715 | D | ↗ |
| 2025-02-04 | Daniel Larry R Jr | Officer | A-Award | A | Performance Right | 1,711 | 0.00 | — | 1,711 | D | ↗ |
| 2025-01-25 | TWAROZYNSKI JAMES J | Officer | F-InKind | D | Common Stock | 238 | 35.60 | 8.5K | 8,128 | D | ↗ |
| 2025-01-25 | RAHN JOEL F | Officer | F-InKind | D | Common Stock | 752 | 35.60 | 26.8K | 19,899 | D | ↗ |
| 2025-01-25 | Mohr Gavin A. | Officer | F-InKind | D | Common Stock | 1,027 | 35.60 | 36.6K | 17,635 | D | ↗ |
| 2025-01-25 | MICHAELS CHRISTOPHER S | Officer | F-InKind | D | Common Stock | 265 | 35.60 | 9.4K | 8,202 | D | ↗ |
| 2025-01-25 | Kreter Kristopher | Officer | F-InKind | D | Common Stock | 84 | 35.60 | 3.0K | 2,671 | D | ↗ |
| 2025-01-25 | Kimball Stefanie M | Officer | F-InKind | D | Common Stock | 1,036 | 35.60 | 36.9K | 59,748 | D | ↗ |
| 2025-01-25 | Kessel William B | Director / Officer | F-InKind | D | Common Stock | 2,352 | 35.60 | 83.7K | 139,613 | D | ↗ |
| 2025-01-25 | Ervin Patrick J | Officer | F-InKind | D | Common Stock | 1,524 | 35.60 | 54.3K | 33,289 | D | ↗ |
| 2025-01-25 | Daniel Larry R Jr | Officer | F-InKind | D | Common Stock | 726 | 35.60 | 25.8K | 20,058 | D | ↗ |
| 2025-01-02 | MICHAELS CHRISTOPHER S | Officer | — | — | Common Stock | 0 | 0.00 | — | 8,467 | D | ↗ |
| 2025-01-01 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 542 | 0.00 | — | 20,786 | D | ↗ |
| 2025-01-01 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 542 | 0.00 | — | 19,854 | D | ↗ |
| 2025-01-01 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 313 | 0.00 | — | 24,970 | D | ↗ |
| 2025-01-01 | Boer William J | Director | A-Award | A | Common Stock | 266 | 34.83 | 9.3K | 14,373 | D | ↗ |
| 2024-12-11 | Kessel William B | Director / Officer | G-Gift | D | Common Stock | 650 | 0.00 | — | 141,965 | D | ↗ |
| 2024-12-05 | Daniel Larry R Jr | Officer | I-Discretionary | D | Common Stock | 2,784 | 37.46 | 104.3K | 3,070 | I | ↗ |
| 2024-12-03 | Ervin Patrick J | Officer | P-Purchase | A | Common Stock | 275 | 37.94 | 10.4K | 34,813 | D | ↗ |
| 2024-11-25 | Daniel Larry R Jr | Officer | S-Sale | D | Common Stock | 3,851 | 39.15 | 150.8K | 20,784 | D | ↗ |
| 2024-11-20 | Mohr Gavin A. | Officer | P-Purchase | A | Common Stock | 800 | 36.71 | 29.4K | 18,662 | D | ↗ |
| 2024-11-15 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 128 | 0.00 | — | 20,243 | D | ↗ |
| 2024-11-15 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 122 | 0.00 | — | 19,311 | D | ↗ |
| 2024-11-15 | GULIS STEPHEN L JR | Director | A-Award | A | Phantom Stock Units | 387 | 0.00 | — | 61,125 | D | ↗ |
| 2024-11-15 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 156 | 0.00 | — | 24,657 | D | ↗ |
| 2024-11-15 | Budden Joan A | Director | A-Award | A | Phantom Stock Units | 215 | 0.00 | — | 33,946 | D | ↗ |
| 2024-11-15 | Archer Dennis W. Jr | Director | A-Award | A | Phantom Stock Units | 39 | 0.00 | — | 6,150 | D | ↗ |
| 2024-11-07 | Boer William J | Director | G-Gift | D | Common Stock | 2,850 | 0.00 | — | 28,124 | I | ↗ |
| 2024-10-01 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 566 | 0.00 | — | 20,115 | D | ↗ |
| 2024-10-01 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 566 | 0.00 | — | 19,189 | D | ↗ |
| 2024-10-01 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 327 | 0.00 | — | 24,501 | D | ↗ |
| 2024-10-01 | Boer William J | Director | A-Award | A | Common Stock | 278 | 33.35 | 9.3K | 14,018 | D | ↗ |
| 2024-09-12 | Keller Christina | Director | S-Sale | D | Common Stock | 10 | 32.92 | 329.20 | 4,269 | — | ↗ |
| 2024-09-03 | Kimball Stefanie M | Officer | S-Sale | D | Common Stock | 35 | 34.31 | 1.2K | 60,784 | — | ↗ |
| 2024-08-15 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 141 | 0.00 | — | 19,549 | D | ↗ |
| 2024-08-15 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 134 | 0.00 | — | 18,623 | D | ↗ |
| 2024-08-15 | GULIS STEPHEN L JR | Director | A-Award | A | Phantom Stock Units | 438 | 0.00 | — | 60,737 | D | ↗ |
| 2024-08-15 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 174 | 0.00 | — | 24,174 | D | ↗ |
| 2024-08-15 | Budden Joan A | Director | A-Award | A | Phantom Stock Units | 243 | 0.00 | — | 33,731 | D | ↗ |
| 2024-08-15 | Archer Dennis W. Jr | Director | A-Award | A | Phantom Stock Units | 44 | 0.00 | — | 6,112 | D | ↗ |
| 2024-08-02 | Keller Christina | Director | S-Sale | D | Common Stock | 200 | 32.81 | 6.6K | 6,363 | — | ↗ |
| 2024-07-01 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 700 | 0.00 | — | 19,408 | — | ↗ |
| 2024-07-01 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 700 | 0.00 | — | 18,488 | — | ↗ |
| 2024-07-01 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 403 | 0.00 | — | 24,000 | — | ↗ |
| 2024-07-01 | Boer William J | Director | A-Award | A | Common Stock | 343 | 27.00 | 9.3K | 13,641 | — | ↗ |
| 2024-06-14 | Keller Christina | Director | S-Sale | D | Common Stock | 2,400 | 23.62 | 56.7K | 6,563 | — | ↗ |
| 2024-05-29 | Kimball Stefanie M | Officer | S-Sale | D | Common Stock | 90 | 24.48 | 2.2K | 61,784 | — | ↗ |
| 2024-05-13 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 172 | 0.00 | — | 18,708 | — | ↗ |
| 2024-05-13 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 163 | 0.00 | — | 17,789 | — | ↗ |
| 2024-05-13 | GULIS STEPHEN L JR | Director | A-Award | A | Phantom Stock Units | 553 | 0.00 | — | 60,299 | — | ↗ |
| 2024-05-13 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 217 | 0.00 | — | 23,597 | — | ↗ |
| 2024-05-13 | Budden Joan A | Director | A-Award | A | Phantom Stock Units | 307 | 0.00 | — | 33,488 | — | ↗ |
| 2024-05-13 | Archer Dennis W. Jr | Director | A-Award | A | Phantom Stock Units | 56 | 0.00 | — | 6,067 | — | ↗ |
| 2024-04-29 | TWAROZYNSKI JAMES J | Officer | S-Sale | D | Common Stock | 1,500 | 25.00 | 37.5K | 8,366 | — | ↗ |
| 2024-04-01 | MISSAD MATTHEW J | Director | A-Award | A | Phantom Stock Units | 149 | 0.00 | — | 20,462 | — | ↗ |
| 2024-04-01 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 745 | 0.00 | — | 18,536 | — | ↗ |
| 2024-04-01 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 745 | 0.00 | — | 17,625 | — | ↗ |
| 2024-04-01 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 411 | 0.00 | — | 23,380 | — | ↗ |
| 2024-04-01 | Boer William J | Director | A-Award | A | Common Stock | 366 | 25.35 | 9.3K | 13,176 | — | ↗ |
| 2024-02-15 | MISSAD MATTHEW J | Director | A-Award | A | Phantom Stock Units | 192 | 0.00 | — | 20,313 | — | ↗ |
| 2024-02-15 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 169 | 0.00 | — | 17,791 | — | ↗ |
| 2024-02-15 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 160 | 0.00 | — | 16,880 | — | ↗ |
| 2024-02-15 | GULIS STEPHEN L JR | Director | A-Award | A | Phantom Stock Units | 566 | 0.00 | — | 59,746 | — | ↗ |
| 2024-02-15 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 218 | 0.00 | — | 22,969 | — | ↗ |
| 2024-02-15 | Budden Joan A | Director | A-Award | A | Phantom Stock Units | 314 | 0.00 | — | 33,181 | — | ↗ |
| 2024-02-15 | Archer Dennis W. Jr | Director | A-Award | A | Phantom Stock Units | 57 | 0.00 | — | 6,012 | — | ↗ |
| 2024-02-06 | TWAROZYNSKI JAMES J | Officer | A-Award | A | Common Stock | 1,367 | 0.00 | — | 9,866 | — | ↗ |
| 2024-02-06 | RAHN JOEL F | Officer | A-Award | A | Performance Right | 2,417 | 0.00 | — | 2,417 | — | ↗ |
| 2024-02-06 | Mohr Gavin A. | Officer | A-Award | A | Performance Right | 2,517 | 0.00 | — | 2,517 | — | ↗ |
| 2024-02-06 | Kreter Kristopher | Officer | A-Award | A | Common Stock | 260 | 0.00 | — | 2,755 | — | ↗ |
| 2024-02-06 | Kimball Stefanie M | Officer | A-Award | A | Common Stock | 2,509 | 0.00 | — | 63,484 | — | ↗ |
| 2024-02-06 | Kessel William B | Director / Officer | A-Award | A | Performance Right | 6,511 | 0.00 | — | 6,511 | — | ↗ |
| 2024-02-06 | Ervin Patrick J | Officer | A-Award | A | Performance Right | 2,484 | 0.00 | — | 2,484 | — | ↗ |
| 2024-02-06 | Daniel Larry R Jr | Officer | A-Award | A | Performance Right | 2,384 | 0.00 | — | 2,384 | — | ↗ |
| 2024-01-26 | TWAROZYNSKI JAMES J | Officer | M-Exempt | A | Common Stock | 235 | 0.00 | — | 9,344 | — | ↗ |
| 2024-01-26 | RAHN JOEL F | Officer | M-Exempt | D | Performance Right | 2,661 | 0.00 | — | 0 | — | ↗ |
| 2024-01-26 | Mohr Gavin A. | Officer | M-Exempt | A | Common Stock | 2,937 | 0.00 | — | 18,157 | — | ↗ |
| 2024-01-26 | Kimball Stefanie M | Officer | F-InKind | D | Common Stock | 1,199 | 25.84 | 31.0K | 60,975 | — | ↗ |
| 2024-01-26 | Kessel William B | Director / Officer | M-Exempt | A | Common Stock | 6,689 | 0.00 | — | 142,056 | — | ↗ |
| 2024-01-26 | Ervin Patrick J | Officer | M-Exempt | A | Common Stock | 2,690 | 0.00 | — | 35,714 | — | ↗ |
| 2024-01-26 | Daniel Larry R Jr | Officer | F-InKind | D | Common Stock | 919 | 25.84 | 23.7K | 23,147 | — | ↗ |
| 2024-01-01 | MISSAD MATTHEW J | Director | A-Award | A | Phantom Stock Units | 416 | 0.00 | — | 20,120 | — | ↗ |
| 2024-01-01 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 694 | 0.00 | — | 17,623 | — | ↗ |
| 2024-01-01 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 694 | 0.00 | — | 16,720 | — | ↗ |
| 2024-01-01 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 347 | 0.00 | — | 22,752 | — | ↗ |
| 2024-01-01 | Boer William J | Director | A-Award | A | Common Stock | 341 | 26.02 | 8.9K | 12,689 | — | ↗ |
| 2023-12-11 | Kessel William B | Director / Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 135,367 | — | ↗ |
| 2023-11-13 | MISSAD MATTHEW J | Director | A-Award | A | Phantom Stock Units | 215 | 0.00 | — | 19,704 | — | ↗ |
| 2023-11-13 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 185 | 0.00 | — | 16,929 | — | ↗ |
| 2023-11-13 | Keller Christina | Director | A-Award | A | Phantom Stock Units | 175 | 0.00 | — | 16,026 | — | ↗ |
| 2023-11-13 | GULIS STEPHEN L JR | Director | A-Award | A | Phantom Stock Units | 647 | 0.00 | — | 59,180 | — | ↗ |
| 2023-11-13 | Cok Michael J | Director | A-Award | A | Phantom Stock Units | 245 | 0.00 | — | 22,405 | — | ↗ |
| 2023-11-13 | Budden Joan A | Director | A-Award | A | Phantom Stock Units | 359 | 0.00 | — | 32,866 | — | ↗ |
| 2023-11-13 | Archer Dennis W. Jr | Director | A-Award | A | Phantom Stock Units | 65 | 0.00 | — | 5,955 | — | ↗ |
| 2023-10-01 | MISSAD MATTHEW J | Director | A-Award | A | Phantom Stock Units | 591 | 0.00 | — | 19,489 | — | ↗ |
| 2023-10-01 | Kruse Ronia F | Director | A-Award | A | Phantom Stock Units | 984 | 0.00 | — | 16,744 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | William B. Kessel President and Chief Executive Officer | 644.2K | — | 446.7K | — | 391.3K | 76.2K | 1.56M | 28.66% | ↗ |
| 2 | 2025 | Gavin A. Mohr Executive Vice President and Chief Financial Officer | 349.0K | — | 148.9K | — | 131.1K | 44.8K | 673.7K | 22.10% | ↗ |
| 3 | 2025 | Joel F. Rahn Executive Vice President - Commercial Lending | 328.9K | — | 140.3K | — | 131.9K | 38.7K | 639.8K | 21.93% | ↗ |
| 4 | 2025 | Stefanie M. Kimball Executive Vice President - Chief Risk Officer | 319.3K | — | 136.2K | — | 131.9K | 38.2K | 625.6K | 21.77% | ↗ |
| 5 | 2025 | Patrick J. Ervin Executive Vice President - Mortgage Banking | 310.0K | — | 132.3K | — | 120.9K | 42.8K | 606.0K | 21.83% | ↗ |
| 6 | 2024 | William B. Kessel President and Chief Executive Officer | 602.1K | — | 330.1K | — | 385.5K | 76.7K | 1.39M | 23.68% | ↗ |
| 7 | 2024 | Gavin A. Mohr Executive Vice President and Chief Financial Officer | 323.1K | — | 127.6K | — | 161.2K | 46.7K | 658.7K | 19.37% | ↗ |
| 8 | 2024 | Stefanie M. Kimball Executive Vice President - Chief Risk Officer | 310.0K | — | 127.2K | — | 165.6K | 39.0K | 641.9K | 19.82% | ↗ |
| 9 | 2024 | Patrick J. Ervin Executive Vice President - Mortgage Banking | 306.9K | — | 126.0K | — | 152.1K | 51.8K | 636.8K | 19.78% | ↗ |
| 10 | 2024 | Joel F. Rahn Executive Vice President - Commercial Lending | 307.4K | — | 122.6K | — | 162.4K | 36.8K | 629.2K | 19.48% | ↗ |
| 11 | 2023 | William B. Kessel President and Chief Executive Officer | 568.0K | — | 318.1K | — | 170.6K | 65.4K | 1.12M | 28.35% | ↗ |
| 12 | 2023 | Stefanie M. Kimball Executive Vice President - Chief Risk Officer | 301.0K | — | 125.5K | — | 90.1K | 36.6K | 553.3K | 22.68% | ↗ |
| 13 | 2023 | Patrick J. Ervin Executive Vice President - Mortgage Banking | 298.0K | — | 123.8K | — | 70.2K | 52.1K | 544.2K | 22.75% | ↗ |
| 14 | 2023 | Gavin A. Mohr Executive Vice President and Chief Financial Officer | 302.0K | — | 124.5K | — | 70.1K | 46.0K | 542.6K | 22.94% | ↗ |
| 15 | 2023 | Larry R. Daniel Executive Vice President - Operations and Retail Banking | 286.0K | — | 117.3K | — | 67.1K | 45.1K | 515.6K | 22.75% | ↗ |
| 16 | 2023 | Joel F. Rahn Executive Vice President - Commercial Lending | 290.0K | — | 120.2K | — | 72.6K | 30.5K | 513.3K | 23.42% | ↗ |
| 17 | 2022 | William B. Kessel President and Chief Executive Officer | 535.8K | — | 282.6K | — | 348.5K | 72.4K | 1.24M | 22.81% | ↗ |
| 18 | 2022 | Patrick J. Ervin Executive Vice President - Mortgage Banking | 286.8K | — | 143.2K | — | 154.0K | 53.8K | 637.7K | 22.45% | ↗ |
| 19 | 2022 | Stefanie M. Kimball Executive Vice President - Chief Risk Officer | 290.7K | — | 122.7K | — | 167.7K | 35.4K | 616.4K | 19.90% | ↗ |
| 20 | 2022 | Gavin A. Mohr Executive Vice President and Chief Financial Officer | 288.4K | — | 121.7K | — | 157.6K | 34.3K | 601.9K | 20.21% | ↗ |
| 21 | 2022 | Joel F. Rahn Executive Vice President - Commercial Lending | 278.5K | — | 116.4K | — | 160.5K | 35.4K | 590.8K | 19.70% | ↗ |
| 22 | 2022 | Larry R. Daniel Executive Vice President - Operations and Retail Banking | 271.6K | — | 112.4K | — | 142.4K | 32.3K | 558.7K | 20.11% | ↗ |
| 23 | 2021 | William B. Kessel President and Chief Executive Officer | 520.2K | — | 272.2K | — | 442.1K | 68.3K | 1.30M | 20.89% | ↗ |
| 24 | 2021 | Patrick J. Ervin Executive Vice President - Mortgage Banking | 270.6K | — | 158.4K | — | 190.5K | 46.0K | 665.5K | 23.80% | ↗ |
| 25 | 2021 | Stefanie M. Kimball Executive Vice President - Chief Risk Officer | 282.2K | — | 117.0K | — | 198.7K | 37.7K | 635.6K | 18.41% | ↗ |
| 26 | 2021 | Gavin A. Mohr Executive Vice President and Chief Financial Officer | 280.0K | — | 119.5K | — | 177.3K | 35.6K | 612.5K | 19.52% | ↗ |
| 27 | 2021 | Joel F. Rahn Executive Vice President - Commercial Lending | 267.8K | — | 111.0K | — | 184.2K | 35.4K | 598.5K | 18.55% | ↗ |
| 28 | 2021 | Larry R. Daniel Executive Vice President - Operations and Retail Banking | 258.6K | — | 104.2K | — | 179.2K | 32.9K | 574.9K | 18.12% | ↗ |
| 29 | 2020 | William B. Kessel President and Chief Executive Officer | 510.0K | — | 257.4K | — | 469.4K | 56.4K | 1.29M | 19.90% | ↗ |
| 30 | 2020 | Stefanie M. Kimball Executive Vice President - Chief Risk Officer | 274.0K | — | 110.6K | — | 210.5K | 34.1K | 629.2K | 17.58% | ↗ |
| 31 | 2020 | Dennis J. Mack Executive Vice President - Chief Lending Officer | 274.0K | — | 110.6K | — | 199.6K | 28.9K | 613.1K | 18.05% | ↗ |
| 32 | 2020 | Patrick J. Ervin Executive Vice President - Mortgage Banking | 256.5K | — | 102.3K | — | 197.1K | 35.0K | 590.9K | 17.32% | ↗ |
| 33 | 2020 | Joel F. Rahn Executive Vice President - Commercial Lending | 260.0K | — | 22.6K | — | 139.9K | 15.5K | 437.9K | 5.16% | ↗ |
| 34 | 2020 | Stephen A. Erickson Former Executive Vice President and Chief Financial Officer | 158.1K | — | 120.7K | — | — | 99.1K | 377.8K | 31.93% | ↗ |
| 35 | 2020 | Gavin A. Mohr Executive Vice President and Chief Financial Officer | 86.2K | — | 42.9K | — | 64.2K | 18.1K | 211.4K | 20.29% | ↗ |
| 36 | 2020 | Robert N. Shuster Interim Executive Vice President and Chief Financial Officer | 137.6K | — | — | — | — | 20.0K | 157.6K | 0.00% | ↗ |
| 37 | 2019 | William B. Kessel President and Chief Executive Officer | 495.0K | — | 251.2K | — | 286.8K | 68.0K | 1.10M | 22.81% | ↗ |
| 38 | 2019 | Robert N. Shuster Interim Executive Vice President and Chief Financial Officer | 278.0K | — | 112.0K | — | 127.7K | 36.7K | 554.4K | 20.20% | ↗ |
| 39 | 2019 | Robert N. Shuster Executive Vice President and Chief Financial Officer | 278.0K | — | 112.0K | — | 127.7K | 36.7K | 554.4K | 20.20% | ↗ |
| 40 | 2019 | Stefanie M. Kimball Executive Vice President - Chief Risk Officer | 266.0K | — | 108.3K | — | 130.7K | 33.1K | 538.1K | 20.12% | ↗ |
| 41 | 2019 | Dennis J. Mack Executive Vice President - Chief Lending Officer | 266.0K | — | 108.3K | — | 119.0K | 28.2K | 521.5K | 20.77% | ↗ |
| 42 | 2019 | Patrick J. Ervin Executive Vice President - Mortgage Banking | 246.0K | — | 97.3K | — | 118.5K | 40.6K | 502.4K | 19.37% | ↗ |
| 43 | 2019 | Joel F. Rahn Executive Vice President - Commercial Lending | 221.5K | — | 22.0K | — | 84.4K | 13.6K | 341.5K | 6.43% | ↗ |
| 44 | 2019 | Stephen A. Erickson Former Executive Vice President and Chief Financial Officer | 72.5K | — | 173.8K | — | — | 71.1K | 317.3K | 54.76% | ↗ |
| 45 | 2018 | William B. Kessel President and Chief Executive Officer | 480.0K | — | 233.0K | — | 349.9K | 52.6K | 1.12M | 20.89% | ↗ |
| 46 | 2018 | Robert N. Shuster Executive Vice President and Chief Financial Officer | 267.5K | — | 104.6K | — | 152.7K | 35.3K | 560.0K | 18.68% | ↗ |
| 47 | 2018 | Robert N. Shuster Interim Executive Vice President and Chief Financial Officer | 267.5K | — | 104.6K | — | 152.7K | 35.3K | 560.0K | 18.68% | ↗ |
| 48 | 2018 | Patrick J. Ervin Executive Vice President - Mortgage Banking | 232.5K | — | 150.2K | — | 142.9K | 24.9K | 550.5K | 27.28% | ↗ |
| 49 | 2018 | Stefanie M. Kimball Executive Vice President - Chief Risk Officer | 258.7K | — | 101.4K | — | 152.7K | 30.9K | 543.6K | 18.65% | ↗ |
| 50 | 2018 | Dennis J. Mack Executive Vice President - Chief Lending Officer | 258.7K | — | 101.4K | — | 147.7K | 27.1K | 534.9K | 18.95% | ↗ |
| 51 | 2017 | William B. Kessel President and Chief Executive Officer | 465.0K | — | 230.5K | — | 266.1K | 41.7K | 1.00M | 22.98% | ↗ |
| 52 | 2017 | Patrick J. Ervin Executive Vice President - Mortgage Banking | 212.6K | — | 21.1K | — | 126.6K | 262.6K | 622.9K | 3.39% | ↗ |
| 53 | 2017 | Robert N. Shuster Executive Vice President and Chief Financial Officer | 261.0K | — | 102.3K | — | 123.7K | 30.7K | 517.7K | 19.77% | ↗ |
| 54 | 2017 | Stefanie M. Kimball Executive Vice President - Chief Risk Officer | 253.0K | — | 99.9K | — | 134.0K | 26.4K | 513.3K | 19.46% | ↗ |
| 55 | 2017 | Dennis J. Mack Executive Vice President - Chief Lending Officer | 253.0K | — | 99.9K | — | 120.1K | 24.3K | 497.3K | 20.09% | ↗ |
| 56 | 2016 | William B. Kessel President and Chief Executive Officer | 455.0K | — | 227.6K | — | 220.0K | 35.2K | 937.8K | 24.27% | ↗ |
| 57 | 2016 | Robert N. Shuster Executive Vice President and Chief Financial Officer | 252.5K | — | 103.2K | — | 100.1K | 32.7K | 488.5K | 21.12% | ↗ |
| 58 | 2016 | Stefanie M. Kimball Executive Vice President - Chief Risk Officer | 246.5K | — | 100.9K | — | 101.0K | 23.2K | 471.6K | 21.39% | ↗ |
| 59 | 2016 | David C. Reglin Executive Vice President - Retail Bainking | 243.6K | — | 100.4K | — | 90.0K | 28.4K | 462.4K | 21.71% | ↗ |
| 60 | 2016 | Mark L. Collins Executive Vice President - General Counsel | 246.5K | — | 101.6K | — | 91.1K | 21.0K | 460.3K | 22.08% | ↗ |
| 61 | 2016 | Dennis J. Mack Executive Vice President - Chief Lending Officer | 246.6K | — | 100.4K | — | 91.1K | 20.9K | 459.0K | 21.86% | ↗ |
| 62 | 2015 | William B. Kessel President and Chief Executive Officer | 435.0K | — | 227.8K | — | 212.0K | 28.6K | 903.4K | 25.22% | ↗ |
| 63 | 2015 | Robert N. Shuster Executive Vice President and Chief Financial Officer | 246.5K | — | 103.2K | — | 94.0K | 29.9K | 473.6K | 21.80% | ↗ |
| 64 | 2015 | Stefanie M. Kimball Executive Vice President - Chief Risk Officer | 241.0K | — | 101.0K | — | 96.7K | 17.5K | 456.2K | 22.13% | ↗ |
| 65 | 2015 | Dennis J. Mack Executive Vice President - Chief Lending Officer | 239.8K | — | 100.4K | — | 92.5K | 23.2K | 455.9K | 22.03% | ↗ |
| 66 | 2015 | David C. Reglin Executive Vice President - Retail Banking | 239.8K | — | 100.5K | — | 91.5K | 23.7K | 455.4K | 22.06% | ↗ |
| 67 | 2015 | David C. Reglin Executive Vice President - Retail Bainking | 239.8K | — | 100.5K | — | 91.5K | 23.7K | 455.4K | 22.06% | ↗ |
| 68 | 2015 | Mark L. Collins Executive Vice President - General Counsel | 242.9K | — | 101.7K | — | 92.0K | 12.8K | 449.5K | 22.63% | ↗ |
| 69 | 2014 | William B. Kessel President and Chief Executive Officer | 410.0K | — | 232.5K | — | 136.7K | 25.6K | 804.8K | 28.89% | ↗ |
| 70 | 2014 | William B. Kessel President and CEO | 410.0K | — | 232.5K | — | 136.7K | 25.6K | 804.8K | 28.89% | ↗ |
| 71 | 2014 | Robert N. Shuster Executive Vice President and Chief Financial Officer | 241.6K | — | 109.6K | — | 64.4K | 28.7K | 444.4K | 24.67% | ↗ |
| 72 | 2014 | Stefanie M. Kimball Executive Vice President - Chief Risk Officer | 236.3K | — | 107.2K | — | 66.8K | 17.3K | 427.5K | 25.07% | ↗ |
| 73 | 2014 | David C. Reglin Executive Vice President - Retail Banking | 235.1K | — | 106.7K | — | 60.8K | 22.0K | 424.6K | 25.12% | ↗ |
| 74 | 2014 | David C. Reglin Executive Vice President - Retail Bainking | 235.1K | — | 106.7K | — | 60.8K | 22.0K | 424.6K | 25.12% | ↗ |
| 75 | 2014 | Mark L. Collins Executive Vice President - General Counsel | 239.3K | — | 108.5K | — | 61.9K | 12.3K | 422.0K | 25.72% | ↗ |
| 76 | 2014 | Dennis J. Mack Executive Vice President - Chief Lending Officer | 232.8K | — | 105.6K | — | 62.1K | 19.5K | 420.0K | 25.14% | ↗ |
| 77 | 2013 | William B. Kessel President and Chief Executive Officer | 366.0K | 100.0K | 146.4K | — | — | 20.6K | 633.0K | 23.13% | ↗ |
| 78 | 2013 | William B. Kessel President and CEO | 366.0K | 100.0K | 146.4K | — | — | 20.6K | 633.0K | 23.13% | ↗ |
| 79 | 2013 | Robert N. Shuster Executive Vice President and Chief Financial Officer | 234.6K | 50.0K | 78.2K | — | — | 25.4K | 388.2K | 20.15% | ↗ |
| 80 | 2013 | Mark L. Collins Executive Vice President - General Counsel | 234.6K | 50.0K | 78.2K | — | — | 19.2K | 382.0K | 20.47% | ↗ |
| 81 | 2013 | David C. Reglin Executive Vice President - Retail Banking | 230.5K | 50.0K | 76.8K | — | — | 19.3K | 376.7K | 20.40% | ↗ |
| 82 | 2013 | David C. Reglin Executive Vice President - Retail Bainking | 230.5K | 50.0K | 76.8K | — | — | 19.3K | 376.7K | 20.40% | ↗ |
| 83 | 2013 | Stefanie M. Kimball Executive Vice President - Chief Risk Officer | 230.5K | 50.0K | 76.8K | — | — | 16.9K | 374.2K | 20.53% | ↗ |
| 84 | 2013 | Dennis J. Mack Executive Vice President - Chief Lending Officer | 226.0K | 50.0K | 75.3K | — | — | 21.5K | 372.8K | 20.21% | ↗ |
| 85 | 2012 | Michael M. Magee Chief Executive Officer | 582.0K | — | — | — | — | 9.4K | 591.4K | 0.00% | ↗ |
| 86 | 2012 | William B. Kessel President | 336.0K | — | 168.0K | — | — | 34.1K | 538.1K | 31.22% | ↗ |
| 87 | 2012 | William B. Kessel President and Chief Executive Officer | 336.0K | — | 168.0K | — | — | 34.1K | 538.1K | 31.22% | ↗ |
| 88 | 2012 | William B. Kessel President and CEO | 336.0K | — | 168.0K | — | — | 34.1K | 538.1K | 31.22% | ↗ |
| 89 | 2012 | Robert N. Shuster Executive Vice President and Chief Financial Officer | 230.0K | — | 92.0K | — | — | 14.7K | 336.7K | 27.32% | ↗ |
| 90 | 2012 | Mark L. Collins Executive Vice President - General Counsel | 230.0K | — | 92.0K | — | — | 13.0K | 335.0K | 27.46% | ↗ |
| 91 | 2012 | David C. Reglin Executive Vice President - Retail Banking | 226.0K | — | 90.4K | — | — | 11.9K | 328.3K | 27.54% | ↗ |
| 92 | 2012 | David C. Reglin Executive Vice President - Retail Bainking | 226.0K | — | 90.4K | — | — | 11.9K | 328.3K | 27.54% | ↗ |
| 93 | 2012 | Stefanie M. Kimball Executive Vice President - Chief Risk Officer | 226.0K | — | 90.4K | — | — | 9.1K | 325.5K | 27.78% | ↗ |
| 94 | 2011 | Michael M. Magee Chief Executive Officer | 582.0K | — | — | — | — | 3.1K | 585.1K | 0.00% | ↗ |
| 95 | 2011 | William B. Kessel President | 296.8K | — | 143.0K | — | — | 76.6K | 516.4K | 27.69% | ↗ |
| 96 | 2011 | William B. Kessel President and Chief Executive Officer | 296.8K | — | 143.0K | — | — | 76.6K | 516.4K | 27.69% | ↗ |
| 97 | 2011 | Robert N. Shuster Executive Vice President and Chief Financial Officer | 230.0K | — | 115.0K | — | — | 9.2K | 354.2K | 32.47% | ↗ |
| 98 | 2011 | Mark L. Collins Executive Vice President - General Counsel | 230.0K | — | 115.0K | — | — | 6.0K | 351.0K | 32.76% | ↗ |
| 99 | 2011 | Stefanie M. Kimball Executive Vice President - Chief Risk Officer | 226.0K | — | 113.0K | — | — | 9.9K | 348.9K | 32.39% | ↗ |
| 100 | 2011 | Stefanie M. Kimball Executive Vice President - Chief Lending Officer | 226.0K | — | 113.0K | — | — | 9.9K | 348.9K | 32.39% | ↗ |
| 101 | 2011 | David C. Reglin Executive Vice President - Retail Bainking | 226.0K | — | 113.0K | — | — | 8.8K | 347.8K | 32.49% | ↗ |
| 102 | 2011 | David C. Reglin Executive Vice President - Retail Banking | 226.0K | — | 113.0K | — | — | 8.8K | 347.8K | 32.49% | ↗ |
| 103 | 2010 | Michael M. Magee President and Chief Executive Officer | 382.0K | — | — | — | — | 3.6K | 385.6K | 0.00% | ↗ |
| 104 | 2010 | Michael M. Magee Chief Executive Officer | 382.0K | — | — | — | — | 3.6K | 385.6K | 0.00% | ↗ |
| 105 | 2010 | Robert N. Shuster Executive Vice President and Chief Financial Officer | 230.0K | — | — | — | — | 8.1K | 238.1K | 0.00% | ↗ |
| 106 | 2010 | William B. Kessel President | 226.0K | — | — | — | — | 3.6K | 229.6K | 0.00% | ↗ |
| 107 | 2010 | William B. Kessel Executive Vice President- Chief Operations Officer | 226.0K | — | — | — | — | 3.6K | 229.6K | 0.00% | ↗ |
| 108 | 2010 | David C. Reglin Executive Vice President- Retail Bainking | 226.0K | — | — | — | — | 3.4K | 229.4K | 0.00% | ↗ |
| 109 | 2010 | David C. Reglin Executive Vice President - Retail Banking | 226.0K | — | — | — | — | 3.4K | 229.4K | 0.00% | ↗ |
| 110 | 2010 | Stefanie M. Kimball Executive Vice President- Chief Lending Officer | 226.0K | — | — | — | — | 2.1K | 228.1K | 0.00% | ↗ |
| 111 | 2010 | Stefanie M. Kimball Executive Vice President - Chief Lending Officer | 226.0K | — | — | — | — | 2.1K | 228.1K | 0.00% | ↗ |
| 112 | 2010 | Mark L. Collins Executive Vice President - General Counsel | 217.3K | — | — | — | — | 881.00 | 218.2K | 0.00% | ↗ |
| 113 | 2010 | Mark L. Collins Executive Vice President- General Counsel | 217.3K | — | — | — | — | 881.00 | 218.2K | 0.00% | ↗ |
| 114 | 2009 | Michael M. Magee President and Chief Executive Officer | 382.0K | — | — | 42.7K | — | 26.9K | 451.5K | 9.45% | ↗ |
| 115 | 2009 | Michael M. Magee Chief Executive Officer | 382.0K | — | — | 42.7K | — | 26.9K | 451.5K | 9.45% | ↗ |
| 116 | 2009 | Robert N. Shuster Executive Vice President and Chief Financial Officer | 230.0K | — | — | 12.8K | — | 29.0K | 271.8K | 4.73% | ↗ |
| 117 | 2009 | David C. Reglin Executive Vice President - Retail Banking | 226.0K | — | — | 12.6K | — | 24.6K | 263.2K | 4.80% | ↗ |
| 118 | 2009 | David C. Reglin Executive Vice President- Retail Bainking | 226.0K | — | — | 12.6K | — | 24.6K | 263.2K | 4.80% | ↗ |
| 119 | 2009 | William B. Kessel Executive Vice President - Chief Operations Officer | 226.0K | — | — | 12.6K | — | 22.4K | 261.0K | 4.84% | ↗ |
| 120 | 2009 | William B. Kessel Executive Vice President- Chief Operations Officer | 226.0K | — | — | 12.6K | — | 22.4K | 261.0K | 4.84% | ↗ |
| 121 | 2009 | William B. Kessel President | 226.0K | — | — | 12.6K | — | 22.4K | 261.0K | 4.84% | ↗ |
| 122 | 2009 | Stefanie M. Kimball Executive Vice President- Chief Lending Officer | 226.0K | — | — | 12.6K | — | 14.4K | 253.0K | 4.99% | ↗ |
| 123 | 2009 | Stefanie M. Kimball Executive Vice President - Chief Lending Officer | 226.0K | — | — | 12.6K | — | 14.4K | 253.0K | 4.99% | ↗ |
| 124 | 2009 | Mark L. Collins Executive Vice President - General Counsel | 184.6K | — | — | 6.7K | — | 25.00 | 191.3K | 3.50% | ↗ |
| 125 | 2009 | Mark L. Collins Executive Vice President- General Counsel | 184.6K | — | — | 6.7K | — | 25.00 | 191.3K | 3.50% | ↗ |
| 126 | 2008 | Michael M. Magee President and Chief Executive Officer | 382.0K | — | 350.0K | — | — | 35.9K | 767.9K | 45.58% | ↗ |
| 127 | 2008 | Robert N. Shuster Executive Vice President and Chief Financial Officer | 230.0K | — | 110.0K | — | — | 24.3K | 364.3K | 30.19% | ↗ |
| 128 | 2008 | David C. Reglin Executive Vice President- Retail Bainking | 226.0K | — | 110.0K | — | — | 27.4K | 363.4K | 30.27% | ↗ |
| 129 | 2008 | David C. Reglin Executive Vice President - Retail Banking | 226.0K | — | 110.0K | — | — | 27.4K | 363.4K | 30.27% | ↗ |
| 130 | 2008 | William B. Kessel Executive Vice President - Chief Operations Officer | 226.0K | — | 107.5K | — | — | 27.4K | 360.9K | 29.78% | ↗ |
| 131 | 2008 | William B. Kessel Executive Vice President- Chief Operations Officer | 226.0K | — | 107.5K | — | — | 27.4K | 360.9K | 29.78% | ↗ |
| 132 | 2008 | Stefanie M. Kimball Executive Vice President - Chief Lending Officer | 226.0K | — | 100.0K | — | — | 16.6K | 342.6K | 29.19% | ↗ |
| 133 | 2008 | Stefanie M. Kimball Executive Vice President- Chief Lending Officer | 226.0K | — | 100.0K | — | — | 16.6K | 342.6K | 29.19% | ↗ |
| 134 | 2007 | Michael M. Magee President and Chief Executive Officer | 350.0K | — | 175.0K | 175.0K | 51.2K | 21.9K | 773.1K | 45.27% | ↗ |
| 135 | 2007 | Edward B. Swanson Former President and CEO Independent Bank South Michigan | 94.4K | — | — | — | — | 333.7K | 428.2K | 0.00% | ↗ |
| 136 | 2007 | Robert N. Shuster Executive Vice President and Chief Financial Officer | 220.0K | — | 55.0K | 55.0K | 39.6K | 21.1K | 390.6K | 28.16% | ↗ |
| 137 | 2007 | David C. Reglin Executive Vice President - Retail Banking | 220.0K | — | 55.0K | 55.0K | 33.0K | 24.0K | 387.0K | 28.42% | ↗ |
| 138 | 2007 | William B. Kessel Executive Vice President - Chief Operations Officer | 215.0K | — | 53.7K | 53.7K | 32.5K | 25.5K | 380.5K | 28.25% | ↗ |
| 139 | 2007 | Stefanie M. Kimball Executive Vice President - Chief Lending Officer | 130.8K | — | 50.0K | 50.0K | 25.0K | 3.4K | 259.2K | 38.58% | ↗ |
| 140 | 2006 | Michael M. Magee President and Chief Executive Officer | 310.0K | — | — | — | — | 22.9K | 332.9K | 0.00% | ↗ |
| 141 | 2006 | Edward B. Swanson Former President and CEO Independent Bank South Michigan | 212.0K | — | — | — | — | 27.7K | 239.7K | 0.00% | ↗ |
| 142 | 2006 | Edward B. Swanson President and CEO Independent Bank South Michigan | 212.0K | — | — | — | — | 27.7K | 239.7K | 0.00% | ↗ |
| 143 | 2006 | Ronald L. Long President and CEO Independent Bank East Michigan | 212.0K | — | — | — | — | 26.3K | 238.3K | 0.00% | ↗ |
| 144 | 2006 | David C. Reglin Executive Vice President - Retail Banking | 215.0K | — | — | — | — | 22.4K | 237.4K | 0.00% | ↗ |
| 145 | 2006 | David C. Reglin President and CEO Independent Bank West Michigan | 215.0K | — | — | — | — | 22.4K | 237.4K | 0.00% | ↗ |
| 146 | 2006 | Robert N. Shuster Executive Vice President and Chief Financial Officer | 215.0K | — | — | — | — | 18.9K | 233.9K | 0.00% | ↗ |
| 147 | 2006 | William B. Kessel Executive Vice President - Chief Operations Officer | 195.0K | — | — | — | — | 16.5K | 211.5K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| William Bradford Kessel | President, Chief Executive Officer & Director | 1M | male |
| Gavin A. Mohr | Chief Financial Officer, Executive Vice President, Treasurer & Corporate Secretary | 524.8K | male |
| Joel F. Rahn | Executive Vice President of Commercial Lending & Chief Lending Officer | 499.5K | male |
| Stefanie Kimball | Executive Vice President & Chief Risk Officer | 489.4K | female |
| Patrick J. Ervin | Executive Vice President of Mortgage Banking | 473.8K | male |
| Laurinda Neve | Senior Vice President of Human Resources | — | female |
| Darcy J. Benjamin | Accounting Officer | — | female |
| James J. Twarozynski | Senior Vice President, Chief Accounting Officer & Controller | — | male |
| Christopher Michaels | Executive Vice President & Chief Operating Officer | — | male |
| Michael J. Stodolak | Executive Vice President of Retail Banking | — | male |
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Community Opinion for IBCP
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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