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Investar Holding Corporation (ISTR)

USD29.47 +0.29 (+0.98%)
US NASDAQ Financial Services Banks - Regional
Address 10500 Coursey Boulevard 70816
Baton Rouge, LA, US
CEO John Joseph D'Angelo
IPO 2014-07-01
CIK 1602658 ISIN US46134L1052

Explore sections of this company profile

Description

Investar Holding Corporation acts as the parent company for Investar Bank, delivering a wide spectrum of financial products and services. The bank caters to both individual clients and small to mid-sized businesses throughout South Louisiana. Its offerings include a diverse suite of deposit accounts such as savings, checking, money market, and individual retirement accounts, along with various certificates of deposit. Customers also benefit from contemporary banking tools like debit cards and mobile banking platforms. Investar Bank provides extensive lending options, spanning commercial real estate, commercial and industrial loans (including working capital lines and equipment financing), and construction loans for commercial, single-family residential, and multi-family developments. Residential lending for one-to-four family properties, such as second mortgages, is also available, alongside a variety of consumer loans for personal, family, and household needs, including secured and unsecured installment loans, home equity lines of credit, and auto loans. For its business clientele, the company offers sophisticated cash management solutions, featuring remote deposit capture, virtual vault, electronic statements, positive pay, ACH origination, wire transfers, investment sweep accounts, and business internet banking. Additional banking conveniences include cashier's checks, direct deposit services for payroll and social security, night depository, bank-by-mail, automated teller machines (ATMs), interactive teller machines (ITMs), merchant card services, and mobile wallet payment capabilities. Founded in 2006, Investar Holding Corporation is based in Baton Rouge, Louisiana, and conducts its operations through a network of 24 full-service branches.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Date Filing
BOJ 2017-10-10 View
Mainland Bank 2018-11-30 View
DTC 2022-06-02 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD29.47 +0.29 (+0.98%)
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Volume Profile
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Liquidity & share structure
Average Volume
182.0K
Beta
0.47
Float Shares
9.27M
Free Float %
85.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.07% -1.22% +1.98% +0.11% +13.95% +5.76% +48.66% +150.53% +23.51% +83.15% +99.01%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (6 ratings, all time) Buy
Price Targets & DCF
Current price
29.47
Low 31.50 +6.9%
Consensus 31.50 +6.9%
Median 31.50 +6.9%
High 31.50 +6.9%
DCF (Unlevered) 4.78 -83.8%
DCF (Levered) 7.87 -73.3%

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

Ratings Trend (MoM) 67% Bullish
Rating 2026-05 Change
Strong Buy 0 -1
Buy 2 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
31.50
+6.9%
Last Year 2
30.25
+2.7%
All Time 3
24.67
-16.3%
Quality scores
Altman Z-Score
-0.65
Distress
Piotroski F-Score
4 / 9
Average
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    -1.9% Q1'26: +46.0% (vs Q1'25)
  • EPS growth
    +1.5% Q1'26: +22.2% (vs Q1'25)
  • FCF margin
    Q1'26: +17.5% (vs Q1'25)
  • EBIT margin
    Q1'26: +18.5% (vs Q1'25)
  • ROIC
    Q1'26: +48.7% (vs Q1'25)
  • Share dilution
    +6.8% Q1'26: +49.9% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 4.35× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.47) × ERP
WACC = 66% × Ke + 34% × Kd (41.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 4.78 Current price: 29.47
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 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.
2 EPS Ana.
Dec 2027
2 Rev. Ana.
2 EPS Ana.
Revenue
45.67M
est: 39.24M (+16.4%)
47.35M
est: 38.73M (+22.3%)
57.03M
est: 45.50M (+25.3%)
78.11M
est: 61.81M (+26.4%)
95.67M
est: 70.82M (+35.1%)
105.93M
est: 82.30M (+28.7%)
107.99M
est: 91.87M (+17.5%)
123.18M
est: 100.08M (+23.1%)
141.06M
est: 80.65M (+74.9%)
156.52M
est: 79.70M (+96.4%)
153.49M
est: 90.70M (+69.2%)
147.40M
147.01M – 147.79M
+62.5% YoY
155.05M
154.01M – 156.09M
+5.2% YoY
EBITDA
12.03M
est: 18.02M (-33.2%)
12.98M
est: 20.77M (-37.5%)
14.32M
est: 27.44M (-47.8%)
19.79M
est: 35.86M (-44.8%)
24.42M
est: 50.98M (-52.1%)
21.91M
est: 36.82M (-40.5%)
14.90M
est: 28.78M (-48.2%)
48.78M
est: 33.55M (+45.4%)
24.21M
est: 17.43M (+38.9%)
27.50M
est: 17.23M (+59.6%)
30.60M
est: 19.60M (+56.1%)
31.86M
31.77M – 31.94M
+62.5% YoY
33.51M
33.29M – 33.74M
+5.2% YoY
EBIT
10.58M
est: 7.19M (+47.2%)
11.49M
est: 7.10M (+61.9%)
12.45M
est: 8.34M (+49.3%)
17.24M
est: 11.33M (+52.2%)
20.96M
est: 12.98M (+61.5%)
17.34M
est: 15.08M (+15.0%)
9.91M
est: 4.84M (+104.9%)
44.35M
est: -11.62M (+481.6%)
20.43M
est: 15.06M (+35.6%)
24.41M
est: 14.88M (+64.0%)
27.81M
est: 16.94M (+64.2%)
27.53M
27.45M – 27.60M
+62.5% YoY
28.95M
28.76M – 29.15M
+5.2% YoY
Net Income
7.07M
est: 7.04M (+0.5%)
7.88M
est: 7.64M (+3.2%)
8.20M
est: 8.92M (-8.1%)
13.61M
est: 13.48M (+0.9%)
16.84M
est: 17.38M (-3.1%)
13.89M
est: 10.71M (+29.7%)
8.00M
est: 10.65M (-24.9%)
35.71M
est: 15.92M (+124.4%)
16.68M
est: 16.34M (+2.1%)
20.25M
est: 17.34M (+16.8%)
22.90M
est: 22.19M (+3.2%)
33.06M
32.53M – 33.59M
+49.0% YoY
34.49M
32.09M – 36.90M
+4.3% YoY
SGA
16.65M
est: 18.48M (-9.9%)
16.00M
est: 16.97M (-5.8%)
19.10M
est: 22.73M (-16.0%)
25.71M
est: 27.46M (-6.4%)
28.90M
est: 32.68M (-11.6%)
33.71M
est: 33.40M (+0.9%)
35.80M
est: 36.05M (-0.7%)
35.24M
est: 36.29M (-2.9%)
37.45M
est: 22.69M (+65.0%)
38.99M
est: 22.43M (+73.8%)
42.19M
est: 25.52M (+65.3%)
41.48M
41.37M – 41.59M
+62.5% YoY
43.63M
43.34M – 43.92M
+5.2% YoY
EPS
0.98
est: 1.04 (-5.8%)
1.11
est: 1.05 (+5.7%)
0.96
est: 1.10 (-12.7%)
1.41
est: 1.62 (-13.1%)
1.68
est: 1.89 (-10.9%)
1.27
est: 1.15 (+10.9%)
0.77
est: 0.51 (+52.5%)
3.54
est: 2.72 (+30.2%)
1.69
est: 1.54 (+9.7%)
2.06
est: 1.64 (+26.0%)
2.22
est: 2.09 (+6.1%)
3.12
3.07 – 3.17
+49.0% YoY
3.26
3.02 – 3.48
+4.5% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-23 Piper Sandler Overweight Neutral Downgrade
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B 3/5 3/5 3/5 3/5 2/5 2/5 3/5
2026-05-27 B 3/5 3/5 3/5 3/5 2/5 2/5 3/5
2026-05-26 B 3/5 3/5 3/5 3/5 2/5 2/5 3/5
2026-05-22 B 3/5 3/5 3/5 3/5 2/5 2/5 3/5
2026-05-21 B 3/5 3/5 3/5 3/5 2/5 2/5 3/5
2026-05-20 B 3/5 3/5 3/5 3/5 2/5 2/5 3/5
2026-05-19 B 3/5 3/5 3/5 3/5 2/5 2/5 3/5
2026-05-18 B 3/5 3/5 3/5 3/5 2/5 2/5 3/5
2026-05-15 B- 3/5 3/5 2/5 3/5 2/5 2/5 3/5
2026-05-14 B- 3/5 3/5 2/5 3/5 2/5 2/5 3/5
2026-05-13 B- 3/5 3/5 2/5 3/5 2/5 2/5 3/5
2026-05-12 B- 3/5 3/5 2/5 3/5 2/5 2/5 3/5
2026-05-11 B- 3/5 3/5 2/5 3/5 2/5 2/5 3/5
2026-05-08 B- 3/5 3/5 2/5 3/5 2/5 2/5 3/5
2026-05-07 B- 3/5 3/5 2/5 3/5 2/5 2/5 3/5
2026-05-06 B- 3/5 3/5 2/5 3/5 2/5 2/5 3/5
2026-05-05 B- 3/5 3/5 2/5 3/5 2/5 2/5 3/5
2026-05-04 B- 3/5 3/5 2/5 3/5 2/5 2/5 3/5
2026-05-01 B 3/5 3/5 3/5 3/5 2/5 2/5 3/5
2026-04-30 B 3/5 3/5 3/5 3/5 2/5 2/5 3/5
2026-04-29 B 3/5 3/5 3/5 3/5 2/5 2/5 3/5
2026-04-28 B 3/5 3/5 3/5 3/5 2/5 2/5 3/5
2026-04-27 B 3/5 3/5 3/5 3/5 2/5 2/5 3/5
2026-04-24 B 3/5 3/5 3/5 4/5 2/5 2/5 3/5
2026-04-23 B 3/5 3/5 3/5 4/5 2/5 2/5 3/5
2026-04-22 B 3/5 3/5 3/5 4/5 2/5 2/5 3/5
2026-04-21 B+ 3/5 3/5 3/5 4/5 2/5 3/5 3/5
2026-04-20 B+ 3/5 3/5 3/5 4/5 2/5 3/5 3/5
2026-04-17 B+ 3/5 3/5 3/5 4/5 2/5 3/5 3/5
2026-04-16 B+ 3/5 3/5 3/5 4/5 2/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
27.74M
OE per share TTM
2.15
Owner's Yield
7.17%
Maintenance CapEx ratio
48.08%
Maint CapEx / Avg PPE
38.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
110
Total invested
208.57M
Insider transactions (90d)
1
Beneficial owners (>5%)
18
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 879.7K 8.90% 807.2K 879.7K HC Delaware 2024-11-12
2 Maltese Capital Management LLC 685.8K 6.46% 685.8K 685.8K 685.8K 685.8K IA, OO New York 2021-02-17
3 Terry Maltese 685.8K 6.46% 685.8K 685.8K 685.8K 685.8K HC, IN USA 2021-02-17
4 Fourthstone LLC 548.0K 5.26% 548.0K IA, CO Missouri 2021-06-24
5 RMB Capital Holdings, LLC 379.4K 3.38% 379.4K OO Delaware Limited Liability Company 2020-02-14
6 RMB Capital Management, LLC 379.4K 3.38% 379.4K OO Delaware 2020-02-14
7 Fourthstone Master Opportunity Fund Ltd 360.0K 3.46% 360.0K CO, OO Missouri 2021-06-24
8 Mendon Capital Advisors Corp. 200.0K 1.78% 200.0K IA Delaware 2020-02-14
9 RMB Mendon Managers, LLC 179.4K 1.60% 179.4K OO Delaware 2020-02-14
10 Fourthstone GP LLC 170.9K 1.64% 170.9K CO, OO Missouri 2021-06-24
11 Fourthstone QP Opportunity Fund LP 152.4K 1.46% 152.4K PN Missouri 2021-06-24
12 Fourthstone Small-Cap Financials Fund LP 18.5K 0.18% 18.5K PN Missouri 2021-06-24
13 EJF Capital LLC 0.00% IA Delaware 2022-02-25
14 EJF Financial Services Fund, LP 0.00% PN Delaware 2022-02-25
15 EJF Financial Services GP, LLC 0.00% OO Delaware 2022-02-25
16 EJF Sidecar Fund, Series LLC - Series E 0.00% OO Delaware 2022-02-25
17 Emanuel J. Friedman 0.00% IN Delaware 2022-02-25
18 Iron Road Capital Partners LLC 0.00% CO Delaware 2020-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
110
+10 vs prev Q
New positions
23
Closed positions
13
Increased
64
Reduced
25
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 998.1K +16.5K (+1.7%) 26.67M +3.9M (+17.1%) 10.15% +0.176 pp 0.00% +0.000 pp USD19.78 +35.1% 6 qtrs
2 FOURTHSTONE LLC 696.0K +416.1K (+148.7%) 18.60M +12.1M (+186.3%) 7.08% +4.233 pp 3.48% +2.315 pp USD25.14 +6.3% 3 qtrs
3 VANGUARD GROUP INC 532.5K +8.7K (+1.7%) 14.23M +2.1M (+17.0%) 5.41% +0.093 pp 0.00% +0.000 pp USD19.79 +35.0% 44 qtrs
4 ALLIANCEBERNSTEIN L.P. 454.6K +23.3K (+5.4%) 12.15M +2.1M (+21.3%) 4.62% +0.241 pp 0.00% +0.001 pp USD16.48 +62.1% 24 qtrs
5 DIMENSIONAL FUND ADVISORS LP 410.6K +18.8K (+4.8%) 10.97M +1.9M (+20.7%) 4.17% +0.195 pp 0.00% +0.000 pp USD20.90 +27.8% 35 qtrs
6 BANC FUNDS CO LLC 306.9K -64.2K (-17.3%) 8.20M -413.0K (-4.8%) 3.12% -0.650 pp 1.62% +0.117 pp USD18.01 +48.4% 47 qtrs
7 ROYCE & ASSOCIATES LP 295.8K -20.4K (-6.4%) 7.90M +565.4K (+7.7%) 3.01% -0.205 pp 0.08% +0.007 pp USD21.16 +26.3% 31 qtrs
8 WELLINGTON MANAGEMENT GROUP LLP 282.4K -9.7K (-3.3%) 7.55M +766.9K (+11.3%) 2.87% -0.096 pp 0.00% +0.000 pp USD21.85 +22.3% 19 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 223.3K -8.6K (-3.7%) 5.97M +585.5K (+10.9%) 2.27% -0.086 pp 0.00% +0.000 pp USD17.54 +52.3% 38 qtrs
10 MALTESE CAPITAL MANAGEMENT LLC 172.1K -76.7K (-30.8%) 4.60M -1.2M (-20.4%) 1.75% -0.778 pp 0.82% -0.059 pp USD22.73 +17.6% 46 qtrs
11 ACADIAN ASSET MANAGEMENT LLC 167.9K +2.7K (+1.6%) 4.48M +653.0K (+17.0%) 1.71% +0.029 pp 0.01% +0.001 pp USD20.13 +32.7% 7 qtrs
12 KENNEDY CAPITAL MANAGEMENT LLC 137.2K +1.6K (+1.2%) 3.67M +518.4K (+16.5%) 1.40% +0.017 pp 0.08% +0.008 pp USD21.15 +26.3% 21 qtrs
13 STATE STREET CORP 134.9K +6.1K (+4.7%) 3.62M +614.8K (+20.5%) 1.37% +0.063 pp 0.00% +0.000 pp USD18.12 +47.5% 35 qtrs
14 BRIDGEWAY CAPITAL MANAGEMENT, LLC 130.6K +4.8K (+3.8%) 3.49M +570.4K (+19.5%) 1.33% +0.050 pp 0.07% +0.011 pp USD15.68 +70.4% 23 qtrs
15 AMERICAN CENTURY COMPANIES INC 122.0K +34.7K (+39.7%) 3.26M +1.2M (+60.9%) 1.24% +0.353 pp 0.00% +0.001 pp USD22.14 +20.7% 8 qtrs
16 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 108.8K -2.6K (-2.3%) 2.91M +322.0K (+12.5%) 1.11% -0.025 pp 0.00% +0.000 pp USD20.44 +30.7% 8 qtrs
17 HILLSDALE INVESTMENT MANAGEMENT INC. 96.9K -14.4K (-12.9%) 2.59M +6.9K (+0.3%) 0.99% -0.145 pp 0.07% -0.007 pp USD19.09 +40.0% 8 qtrs
18 NORTHERN TRUST CORP 87.7K -4.2K (-4.6%) 2.34M +210.0K (+9.8%) 0.89% -0.042 pp 0.00% +0.000 pp USD19.68 +35.8% 35 qtrs
19 HSBC HOLDINGS PLC 65.3K -1.8K (-2.6%) 1.75M +207.9K (+13.5%) 0.66% -0.017 pp 0.00% +0.000 pp USD19.96 +33.9% 26 qtrs
20 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 61.7K -630.0 (-1.0%) 1.65M +201.9K (+14.0%) 0.63% -0.006 pp 0.00% 0.000 pp USD20.13 +32.7% 6 qtrs
21 MORGAN STANLEY 59.7K +5.9K (+11.1%) 1.60M +347.6K (+27.9%) 0.61% +0.061 pp 0.00% +0.000 pp USD17.53 +52.4% 46 qtrs
22 EMPOWERED FUNDS, LLC 59.0K +4.8K (+8.9%) 1.58M +318.9K (+25.4%) 0.60% +0.050 pp 0.01% 0.000 pp USD14.89 +79.4% 11 qtrs
23 MARSHALL WACE, LLP 52.5K -10.2K (-16.3%) 1.40M -52.9K (-3.6%) 0.53% -0.103 pp 0.00% 0.000 pp USD18.68 +43.0% 4 qtrs
24 RENAISSANCE TECHNOLOGIES LLC 49.2K -18.8K (-27.7%) 1.31M -263.7K (-16.7%) 0.50% -0.191 pp 0.00% +0.000 pp USD18.52 +44.3% 36 qtrs
25 GREEN SQUARE CAPITAL ADVISORS LLC 46.4K +443.0 (+1.0%) 1.24M +352.2K (+39.6%) 0.47% +0.005 pp 0.13% +0.023 pp USD16.81 +59.0% 39 qtrs
26 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 44.3K -1.9K (-4.0%) 1.18M +112.3K (+10.5%) 0.45% -0.019 pp 0.01% +0.000 pp USD19.04 +40.3% 8 qtrs
27 MARTINGALE ASSET MANAGEMENT L P 41.1K +4.1K (+11.1%) 1.10M +239.6K (+27.9%) 0.42% +0.042 pp 0.03% +0.006 pp USD23.56 +13.4% 2 qtrs
28 GOLDMAN SACHS GROUP INC 39.3K -2.8K (-6.6%) 1.05M +73.0K (+7.5%) 0.40% -0.028 pp 0.00% +0.000 pp USD20.75 +28.8% 28 qtrs
29 MENDON CAPITAL ADVISORS CORP 38.0K +— (+0.0%) 1.02M +130.0K (+14.6%) 0.39% +0.000 pp 0.30% -0.039 pp USD23.21 +15.1% 2 qtrs
30 BANK OF NEW YORK MELLON CORP 36.1K -4.0K (-10.1%) 965.9K +33.0K (+3.5%) 0.37% -0.041 pp 0.00% +0.000 pp USD15.52 +72.2% 9 qtrs
31 BARCLAYS PLC 34.9K +8.8K (+33.6%) 932.6K +425.8K (+84.0%) 0.35% +0.090 pp 0.00% +0.000 pp USD20.10 +32.9% 36 qtrs
32 SEI INVESTMENTS CO 34.0K +34.0K (+100.0%) 908.7K +908.7K (+100.0%) 0.35% +0.346 pp 0.00% +0.001 pp USD26.72 +0.0% 1 qtrs NEW
33 TWO SIGMA INVESTMENTS, LP 31.4K -11.8K (-27.3%) 838.1K -163.9K (-16.4%) 0.32% -0.120 pp 0.00% 0.000 pp USD19.47 +37.2% 6 qtrs
34 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 26.0K +— (+0.0%) 693.4K +91.1K (+15.1%) 0.26% +0.000 pp 0.00% +0.000 pp USD15.72 +70.0% 7 qtrs
35 BANK OF AMERICA CORP /DE/ 25.3K +3.7K (+17.2%) 677.2K +175.1K (+34.9%) 0.26% +0.038 pp 0.00% +0.000 pp USD20.27 +31.8% 13 qtrs
36 AQR CAPITAL MANAGEMENT LLC 25.3K +8.3K (+48.3%) 676.9K +280.5K (+70.8%) 0.26% +0.084 pp 0.00% +0.000 pp USD24.35 +9.7% 2 qtrs
37 QUBE RESEARCH & TECHNOLOGIES LTD 23.9K -11.6K (-32.8%) 638.2K -186.2K (-22.6%) 0.24% -0.118 pp 0.00% 0.000 pp USD18.51 +44.4% 4 qtrs
38 RITHOLTZ WEALTH MANAGEMENT 21.3K +2.7K (+14.4%) 567.8K +136.8K (+31.7%) 0.22% +0.027 pp 0.01% +0.002 pp USD20.98 +27.4% 8 qtrs
39 LOS ANGELES CAPITAL MANAGEMENT LLC 22.9K +— (+0.0%) 551.6K +21.0K (+4.0%) 0.23% +0.000 pp 0.00% +0.000 pp USD19.32 +38.3% 3 qtrs
40 STRS OHIO 20.5K -3.7K (-15.3%) 547.8K -13.9K (-2.5%) 0.21% -0.037 pp 0.00% +0.000 pp USD15.75 +69.7% 7 qtrs
41 STATE OF WISCONSIN INVESTMENT BOARD 18.6K +9.4K (+102.2%) 497.0K +283.5K (+132.7%) 0.19% +0.096 pp 0.00% +0.001 pp USD24.98 +7.0% 2 qtrs
42 PRUDENTIAL FINANCIAL INC 18.0K -465.0 (-2.5%) 481.2K +52.4K (+12.2%) 0.18% -0.005 pp 0.00% +0.000 pp USD20.56 +30.0% 5 qtrs
43 WELLS FARGO & COMPANY/MN 17.8K +7.2K (+68.4%) 475.0K +230.0K (+93.9%) 0.18% +0.074 pp 0.00% +0.000 pp USD22.05 +21.2% 34 qtrs
44 TWO SIGMA ADVISERS, LP 16.3K -6.2K (-27.6%) 435.5K -86.7K (-16.6%) 0.17% -0.063 pp 0.00% 0.000 pp USD18.17 +47.1% 4 qtrs
45 NUVEEN, LLC 15.0K +— (+0.0%) 401.3K +52.7K (+15.1%) 0.15% +0.000 pp 0.00% +0.000 pp USD17.61 +51.7% 4 qtrs
46 SAVANT CAPITAL, LLC 13.2K +— (+0.0%) 353.9K +46.5K (+15.1%) 0.13% +0.000 pp 0.00% +0.000 pp USD15.82 +68.9% 7 qtrs
47 SQUAREPOINT OPS LLC 13.0K +13.0K (+100.0%) 346.1K +346.1K (+100.0%) 0.13% +0.132 pp 0.00% +0.000 pp USD26.72 +0.0% 1 qtrs NEW
48 ADVISORY SERVICES NETWORK, LLC 12.6K +— (+0.0%) 336.7K +44.2K (+15.1%) 0.13% +0.000 pp 0.00% +0.001 pp USD21.90 +22.0% 36 qtrs
49 LSV ASSET MANAGEMENT 12.2K +— (+0.0%) 326.0K +43.0K (+15.2%) 0.12% +0.000 pp 0.00% +0.000 pp USD19.94 +34.0% 13 qtrs
50 LEGATO CAPITAL MANAGEMENT LLC 12.1K +12.1K (+100.0%) 323.9K +323.9K (+100.0%) 0.12% +0.123 pp 0.03% +0.028 pp USD26.72 +0.0% 1 qtrs NEW
51 INTEGRATED QUANTITATIVE INVESTMENTS LLC 12.1K +12.1K (+100.0%) 323.9K +323.9K (+100.0%) 0.12% +0.123 pp 0.07% +0.070 pp USD26.72 +0.0% 1 qtrs NEW
52 STRATOS WEALTH PARTNERS, LTD. 12.1K +— (+0.0%) 322.4K +42.3K (+15.1%) 0.12% +0.000 pp 0.00% +0.000 pp USD14.92 +79.1% 9 qtrs
53 INVESCO LTD. 12.1K +2.4K (+24.5%) 322.3K +97.5K (+43.4%) 0.12% +0.024 pp 0.00% +0.000 pp USD23.90 +11.8% 2 qtrs
54 HIGHTOWER ADVISORS, LLC 10.0K +1.0 (+0.0%) 267.2K +35.1K (+15.1%) 0.10% +0.000 pp 0.00% +0.000 pp USD23.80 +12.3% 26 qtrs
55 JAMES INVESTMENT RESEARCH INC 8.8K +8.8K (+100.0%) 235.6K +235.6K (+100.0%) 0.09% +0.090 pp 0.03% +0.026 pp USD26.72 +0.0% 1 qtrs NEW
56 JPMORGAN CHASE & CO 8.4K -2.8K (-24.9%) 223.1K -34.9K (-13.5%) 0.08% -0.028 pp 0.00% +0.000 pp USD20.78 +28.6% 33 qtrs
57 JANE STREET GROUP, LLC 8.3K -13.3K (-61.4%) 222.2K -278.5K (-55.6%) 0.08% -0.135 pp 0.00% +0.000 pp USD23.21 +15.1% 2 qtrs
58 ELCO MANAGEMENT CO., LLC 8.0K +8.0K (+100.0%) 214.7K +214.7K (+100.0%) 0.08% +0.082 pp 0.14% +0.135 pp USD26.72 +0.0% 1 qtrs NEW
59 RHUMBLINE ADVISERS 7.4K -2.6K (-25.7%) 197.1K -33.4K (-14.5%) 0.08% -0.026 pp 0.00% +0.000 pp USD15.71 +70.1% 11 qtrs
60 METLIFE INVESTMENT MANAGEMENT, LLC 5.4K +— (+0.0%) 145.1K +19.1K (+15.1%) 0.06% +0.000 pp 0.00% +0.000 pp USD17.58 +52.0% 7 qtrs
61 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 4.3K +90.0 (+2.2%) 113.7K +17.0K (+17.6%) 0.04% +0.001 pp 0.00% +0.000 pp USD19.58 +36.5% 6 qtrs
62 UBS GROUP AG 4.1K -17.0K (-80.4%) 110.7K -380.4K (-77.5%) 0.04% -0.173 pp 0.00% 0.000 pp USD21.66 +23.4% 34 qtrs
63 BNP PARIBAS ARBITRAGE, SNC 3.7K +382.0 (+11.4%) 99.5K +21.9K (+28.3%) 0.04% +0.004 pp 0.00% +0.000 pp USD20.60 +29.7% 7 qtrs
64 CWM, LLC 3.4K +384.0 (+12.6%) 92.0K +21.0K (+29.6%) 0.04% +0.004 pp 0.00% +0.000 pp USD16.94 +57.7% 12 qtrs
65 NEWEDGE ADVISORS, LLC 3.4K +5.0 (+0.1%) 90.6K +12.0K (+15.3%) 0.03% +0.000 pp 0.00% +0.000 pp USD17.50 +52.7% 13 qtrs
66 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2.7K +1.1K (+69.1%) 71.9K +35.0K (+94.7%) 0.03% +0.011 pp 0.00% +0.000 pp USD24.14 +10.7% 19 qtrs
67 COPELAND CAPITAL MANAGEMENT, LLC 2.3K -1.1K (-33.1%) 61.9K -18.4K (-23.0%) 0.02% -0.012 pp 0.00% 0.000 pp USD19.07 +40.1% 11 qtrs
68 NEW YORK STATE COMMON RETIREMENT FUND 2.2K +— (+0.0%) 58.8K +7.7K (+15.1%) 0.02% +0.000 pp 0.00% +0.000 pp USD18.59 +43.7% 7 qtrs
69 PNC FINANCIAL SERVICES GROUP, INC. 1.9K +11.0 (+0.6%) 50.4K +6.9K (+15.8%) 0.02% +0.000 pp 0.00% +0.000 pp USD17.16 +55.7% 44 qtrs
70 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 1.8K -1.5K (-45.4%) 47.3K -27.9K (-37.1%) 0.02% -0.015 pp 0.00% 0.000 pp USD20.28 +31.8% 4 qtrs
71 RUSSELL INVESTMENTS GROUP, LTD. 1.1K +166.0 (+18.5%) 28.4K +7.6K (+36.4%) 0.01% +0.002 pp 0.00% +0.000 pp USD23.36 +14.4% 23 qtrs
72 AMERITAS INVESTMENT PARTNERS, INC. 906.00 +— (+0.0%) 24.2K +3.2K (+15.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD15.22 +75.6% 7 qtrs
73 STATE OF ALASKA, DEPARTMENT OF REVENUE 851.00 +851.0 (+100.0%) 22.0K +22.0K (+100.0%) 0.01% +0.009 pp 0.00% +0.000 pp USD26.72 +0.0% 1 qtrs NEW
74 LEGAL & GENERAL GROUP PLC 795.00 +— (+0.0%) 21.2K +2.8K (+15.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD15.22 +75.6% 7 qtrs
75 FMR LLC 669.00 +307.0 (+84.8%) 17.9K +9.5K (+112.8%) 0.01% +0.003 pp 0.00% +0.000 pp USD22.63 +18.1% 6 qtrs
76 FEDERATED HERMES, INC. 568.00 +— (+0.0%) 15.2K +2.0K (+15.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD21.92 +21.9% 6 qtrs
77 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 564.00 -107.0 (-15.9%) 15.1K -504.0 (-3.2%) 0.01% -0.001 pp 0.00% +0.000 pp USD15.23 +75.4% 7 qtrs
78 STERLING CAPITAL MANAGEMENT LLC 528.00 -104.0 (-16.5%) 14.1K -561.0 (-3.8%) 0.01% -0.001 pp 0.00% +0.000 pp USD22.20 +20.4% 6 qtrs
79 TOWER RESEARCH CAPITAL LLC (TRC) 411.00 -120.0 (-22.6%) 11.0K -1.3K (-10.9%) 0.00% -0.001 pp 0.00% 0.000 pp USD19.33 +38.2% 17 qtrs
80 AMALGAMATED BANK 288.00 -32.0 (-10.0%) 8.0K +1.0K (+14.3%) 0.00% 0.000 pp 0.00% +0.000 pp USD15.22 +75.6% 7 qtrs
81 ROYAL BANK OF CANADA 272.00 -650.0 (-70.5%) 7.0K -15.0K (-68.2%) 0.00% -0.007 pp 0.00% +0.000 pp USD20.01 +33.5% 27 qtrs
82 CITIGROUP INC 213.00 +107.0 (+100.9%) 5.7K +3.2K (+131.3%) 0.00% +0.001 pp 0.00% +0.000 pp USD22.69 +17.8% 9 qtrs
83 CAPITAL ADVISORS, LTD. LLC 180.00 +— (+0.0%) 5.0K +1.0K (+25.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.91 +79.2% 9 qtrs
84 OPTIVER HOLDING B.V. 178.00 +— (+0.0%) 4.8K +625.0 (+15.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD23.21 +15.1% 2 qtrs
85 GAMMA INVESTING LLC 144.00 +79.0 (+121.5%) 3.8K +2.3K (+155.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD24.58 +8.7% 6 qtrs
86 1 NORTH WEALTH SERVICES LLC 125.00 +— (+0.0%) 3.3K +439.0 (+15.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.61 +51.7% 4 qtrs
87 IFP ADVISORS, INC 52.00 +39.0 (+300.0%) 1.4K +1.1K (+359.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD25.75 +3.8% 3 qtrs
88 UBS ASSET MANAGEMENT AMERICAS INC 41.00 +41.0 (+100.0%) 1.1K +1.1K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.71 +0.0% 1 qtrs NEW
89 COVESTOR LTD 21.00 -7.0 (-25.0%) 1.0K +— (+0.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD19.24 +38.9% 6 qtrs
90 ALLWORTH FINANCIAL LP 34.00 +1.0 (+3.0%) 909.00 +143.0 (+18.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD21.32 +25.3% 3 qtrs
91 FARTHER FINANCE ADVISORS, LLC 25.00 +25.0 (+100.0%) 668.00 +668.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.72 +0.0% 1 qtrs NEW
92 ROTHSCHILD INVESTMENT LLC 11.00 +11.0 (+100.0%) 294.00 +294.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.64 +0.3% 1 qtrs NEW
93 EVERSOURCE WEALTH ADVISORS, LLC 10.00 +2.0 (+25.0%) 267.00 +81.0 (+43.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD21.10 +26.6% 5 qtrs
94 PARALLEL ADVISORS, LLC 6.00 +— (+0.0%) 172.00 +22.0 (+14.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD21.50 +24.3% 13 qtrs
95 MAI CAPITAL MANAGEMENT 5.00 +5.0 (+100.0%) 134.00 +134.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.60 +0.5% 1 qtrs NEW
96 TRUE WEALTH DESIGN, LLC 4.00 +1.0 (+33.3%) 107.00 +37.0 (+52.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD23.75 +12.5% 2 qtrs
97 SBI SECURITIES CO., LTD. 1.00 +— (+0.0%) 27.00 +4.0 (+17.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD21.00 +27.2% 5 qtrs
98 SUNBELT SECURITIES, INC. 1.00 +1.0 (+100.0%) 27.00 +27.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.00 +2.8% 1 qtrs NEW
99 CLEARSTEAD ADVISORS, LLC -2.0 (-100.0%) -47.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
100 JANNEY MONTGOMERY SCOTT LLC -15.5K (-100.0%) -360.0K (-100.0%) 0.00% -0.158 pp 0.00% -0.001 pp USD 16 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 62 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Invesco Dorsey Wright SmallCap Momentum ETF DWAS 0.37% 1.76M 0.60%
2 First Trust NASDAQ ABA Community Bank Index Fund QABA 0.16% 149.1K 0.63%
3 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.09% 1.51M 0.47%
4 iShares Micro-Cap ETF IWC 0.09% 1.30M 0.60%
5 WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS 0.03% 112.2K 0.38%
6 iShares Russell 2000 Value ETF IWN 0.03% 3.76M 0.24%
7 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.03% 264.3K 0.20%
8 Vanguard Russell 2000 Value ETF VTWV 0.02% 286.0K 0.06%
9 Avantis U.S. Small Cap Equity ETF AVSC 0.02% 649.8K 0.25%
10 Dimensional - US Small Cap Value ETF DFSV 0.02% 1.51M 0.30%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
3.00
Bullish
Buys
5
Sells
5
Shares acquired
35.7K
Shares disposed
8.6K
Cash buys
Cash sales
Net activity
+27,184
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-23 Jordan Robert Chris Director P-Purchase A Common Stock 2,000 27.36 54.7K 60,798 D
2026-04-01 Moore Corey E Officer A-Award A Common Stock 1,818 0.00 8,649 D
2026-04-01 Martin Jeffrey Wayne Officer F-InKind D Common Stock 1,396 27.50 38.4K 20,127 D
2026-04-01 D'Angelo John J Director / Officer A-Award A Common Stock 16,324 0.00 252,956 D
2026-04-01 Crochet Linda M Officer A-Award A Common Stock 4,563 0.00 29,275 D
2026-04-01 Campbell John R Officer A-Award A Common Stock 8,694 0.00 29,147 D
2026-03-12 Jordan Robert Chris Director P-Purchase A Common Stock 1,550 26.85 41.6K 58,798 D
2026-03-01 Campbell John R Officer F-InKind D Common Stock 259 28.23 7.3K 21,473 D
2026-01-27 D'Angelo John J Director / Officer M-Exempt A Common Stock 2,907 14.28 41.5K 268,913 D
2026-01-21 Yegge James E Director A-Award A Common Stock 1,431 0.00 16,565 D
2026-01-21 Walker Frank L. Director A-Award A Common Stock 1,431 0.00 14,225 D
2026-01-21 Nelson Andrew C Director A-Award A Common Stock 1,431 0.00 147,738 D
2026-01-21 Middleton Suzanne O Director A-Award A Common Stock 1,503 0.00 41,303 D
2026-01-21 Melara Julio A Director A-Award A Common Stock 1,431 0.00 11,903 D
2026-01-21 Jordan Robert Chris Director A-Award A Common Stock 1,431 0.00 57,248 D
2026-01-21 Joffrion Gordon H III Director A-Award A Common Stock 1,431 0.00 26,954 D
2026-01-21 Hudson Rose J Director A-Award A Common Stock 1,431 0.00 10,822 D
2026-01-21 HIDALGO WILLIAM H Director A-Award A Common Stock 1,503 0.00 56,547 D
2026-01-21 Ginn Scott G Director A-Award A Common Stock 1,431 0.00 11,556 D
2026-01-21 Flack David A Director A-Award A Common Stock 1,360 0.00 432,552 D
2026-01-21 Dunkerley James F Director A-Award A Common Stock 1,360 0.00 12,877 D
2026-01-01 Flack David A Director Common Stock 0 0.00 431,192 D
2026-01-01 Dunkerley James F Director Common Stock 0 0.00 20,645 I
2025-08-01 Moore Corey E Officer F-InKind D Common Stock 76 21.27 1.6K 7,294 D
2025-07-01 Walker Frank L. Director A-Award A Series A Noncumulative Perpetual Convertible Preferred Stock 100 0.00 100 D
2025-07-01 Melara Julio A Director A-Award A Series A Noncumulative Perpetual Convertible Preferred Stock 25 0.00 25 D
2025-07-01 Martin Jeffrey Wayne Officer A-Award A Series A Noncumulative Perpetual Convertible Preferred Stock 10 0.00 10 D
2025-07-01 Jordan Robert Chris Director A-Award A Series A Noncumulative Perpetual Convertible Preferred Stock 600 0.00 600 D
2025-07-01 HIDALGO WILLIAM H Director A-Award A Series A Noncumulative Perpetual Convertible Preferred Stock 100 0.00 100 D
2025-07-01 Ginn Scott G Director A-Award A Series A Noncumulative Perpetual Convertible Preferred Stock 250 0.00 250 D
2025-07-01 D'Angelo John J Director / Officer A-Award A Series A Noncumulative Perpetual Convertible Preferred Stock 50 0.00 50 D
2025-07-01 Crochet Linda M Officer A-Award A Series A Noncumulative Perpetual Convertible Preferred Stock 50 0.00 50 D
2025-07-01 Campbell John R Officer A-Award A Series A Noncumulative Perpetual Convertible Preferred Stock 30 0.00 30 D
2025-05-01 Martin Jeffrey Wayne Officer F-InKind D Common Stock 99 18.92 1.9K 21,523 D
2025-04-01 Moore Corey E Officer F-InKind D Common Stock 288 17.41 5.0K 4,786 D
2025-04-01 Martin Jeffrey Wayne Officer A-Award A Common Stock 5,665 0.00 21,622 D
2025-04-01 D'Angelo John J Director / Officer A-Award A Common Stock 21,894 0.00 239,843 D
2025-04-01 Crochet Linda M Officer F-InKind D Common Stock 1,165 17.41 20.3K 20,275 D
2025-04-01 Campbell John R Officer F-InKind D Common Stock 382 17.41 6.7K 10,401 D
2025-03-28 D'Angelo John J Director / Officer M-Exempt A Common Stock 30,000 15.74 472.2K 248,040 D
2025-03-01 D'Angelo John J Director / Officer F-InKind D Common Stock 524 18.73 9.8K 218,040 D
2025-03-01 Crochet Linda M Officer F-InKind D Common Stock 153 18.73 2.9K 21,440 D
2025-03-01 Campbell John R Officer F-InKind D Common Stock 259 18.73 4.9K 10,783 D
2025-01-15 Yegge James E Director A-Award A Common Stock 1,750 0.00 15,134 D
2025-01-15 Walker Frank L. Director A-Award A Common Stock 1,750 0.00 12,794 D
2025-01-15 Nelson Andrew C Director A-Award A Common Stock 1,750 0.00 145,032 D
2025-01-15 Middleton Suzanne O Director A-Award A Common Stock 1,850 0.00 39,375 D
2025-01-15 Melara Julio A Director A-Award A Common Stock 1,750 0.00 10,472 D
2025-01-15 Jordan Robert Chris Director A-Award A Common Stock 1,750 0.00 50,775 D
2025-01-15 Joffrion Gordon H III Director A-Award A Common Stock 1,750 0.00 25,523 D
2025-01-15 Hudson Rose J Director A-Award A Common Stock 1,750 0.00 9,391 D
2025-01-15 HIDALGO WILLIAM H Director A-Award A Common Stock 1,850 0.00 55,044 D
2025-01-15 Ginn Scott G Director A-Award A Common Stock 1,650 0.00 10,125 D
2024-12-31 Middleton Suzanne O Director 0 0.00 0
2024-11-22 Ginn Scott G Director P-Purchase A Common Stock 8,475 23.68 200.7K 8,475 D
2024-10-31 Yegge James E Director L-Small A Common Stock 42 21.06 884.52 8,610 I
2024-10-31 Nelson Andrew C Director L-Small A Common Stock 42 21.06 884.52 8,610 I
2024-09-18 Ginn Scott G Director 0 0.00 0
2024-08-01 Moore Corey E Officer F-InKind D Common Stock 76 17.52 1.3K 5,074
2024-07-31 Yegge James E Director L-Small A Common Stock 45 18.75 843.75 8,568 I
2024-07-31 Nelson Andrew C Director L-Small A Common Stock 45 18.75 843.75 8,568 I
2024-06-07 D'Angelo John J Director / Officer S-Sale D Common Stock 650 15.41 10.0K 218,564
2024-06-05 D'Angelo John J Director / Officer M-Exempt A Common Stock 60,000 14.00 840.0K 274,821
2024-05-01 Martin Jeffrey Wayne Officer F-InKind D Common Stock 99 16.55 1.6K 16,991
2024-04-30 Yegge James E Director L-Small A Common Stock 50 16.71 835.50 8,523 I
2024-04-30 Nelson Andrew C Director L-Small A Common Stock 362 16.71 6.0K 142,652
2024-04-01 Moore Corey E Officer F-InKind D Common Stock 122 16.35 2.0K 2,704
2024-04-01 Martin Jeffrey Wayne Officer F-InKind D Common Stock 714 16.35 11.7K 12,405
2024-04-01 D'Angelo John J Director / Officer F-InKind D Common Stock 2,274 16.35 37.2K 203,820
2024-04-01 Crochet Linda M Officer F-InKind D Common Stock 829 16.35 13.6K 16,660
2024-04-01 Campbell John R Officer A-Award A Employee Stock Options 10,145 16.35 165.9K 10,145
2024-03-01 D'Angelo John J Director / Officer F-InKind D Common Stock 788 15.75 12.4K 206,094
2024-03-01 Crochet Linda M Officer F-InKind D Common Stock 153 15.75 2.4K 17,489
2024-03-01 Campbell John R Officer F-InKind D Common Stock 259 15.75 4.1K 5,420
2024-02-01 Crochet Linda M Officer F-InKind D Common Stock 15 17.84 267.60 17,642
2024-01-31 Yegge James E Director L-Small A Common Stock 46 17.92 824.32 8,473 I
2024-01-31 Nelson Andrew C Director L-Small A Common Stock 336 17.92 6.0K 142,290
2024-01-31 D'Angelo John J Director / Officer L-Small A Common Stock 2 17.90 35.80 2,099
2024-01-17 Yegge James E Director A-Award A Common Stock 1,918 0.00 13,384
2024-01-17 Walker Frank L. Director A-Award A Common Stock 1,798 0.00 11,044
2024-01-17 Nelson Andrew C Director A-Award A Common Stock 1,918 0.00 141,954
2024-01-17 Middleton Suzanne O Director A-Award A Common Stock 2,038 0.00 36,836
2024-01-17 Melara Julio A Director A-Award A Common Stock 1,918 0.00 8,722
2024-01-17 Lukinovich David J Director A-Award A Common Stock 1,918 0.00 20,808
2024-01-17 Jordan Robert Chris Director A-Award A Common Stock 1,918 0.00 48,965
2024-01-17 Joffrion Gordon H III Director A-Award A Common Stock 1,918 0.00 23,773
2024-01-17 Hudson Rose J Director A-Award A Common Stock 1,918 0.00 7,641
2024-01-17 HIDALGO WILLIAM H Director A-Award A Common Stock 2,038 0.00 53,194
2024-01-17 Fontenot Anita M Director A-Award A Common Stock 1,918 0.00 13,762
2023-12-31 Middleton Suzanne O Director 0 0.00 0
2023-12-31 D'Angelo John J Director / Officer I Common Stock 0 0.00 250
2023-11-14 D'Angelo John J Director / Officer P-Purchase A Common Stock 300 10.45 3.1K 206,882
2023-11-08 D'Angelo John J Director / Officer P-Purchase A Common Stock 750 9.26 6.9K 206,582
2023-11-01 Nelson Andrew C Director P-Purchase A Common Stock 3,000 9.87 29.6K 140,036
2023-10-31 Yegge James E Director L-Small A Common Stock 86 9.67 831.62 8,427
2023-10-31 Nelson Andrew C Director L-Small A Common Stock 612 9.67 5.9K 137,036
2023-10-31 D'Angelo John J Director / Officer P-Purchase A Common Stock 307 9.25 2.8K 205,832
2023-10-27 Martin Jeffrey Wayne Officer I-Discretionary A Common Stock 978 10.22 10.0K 4,837
2023-10-25 D'Angelo John J Director / Officer I-Discretionary A Common Stock 1,068 9.65 10.3K 28,269
2023-10-24 Crochet Linda M Officer P-Purchase A Common Stock 3,000 9.70 29.1K 17,657
2023-08-01 Moore Corey E Officer F-InKind D Common Stock 76 14.24 1.1K 2,826
2023-07-31 Yegge James E Director L-Small A Common Stock 55 15.08 829.40 8,341
2023-07-31 Nelson Andrew C Director L-Small A Common Stock 55 15.08 829.40 8,341
2023-06-21 Yegge James E Director I Common Stock 0 0.00 8,286
2023-06-21 Melara Julio A Director I Common Stock 0 0.00 2,436
2023-06-21 Fontenot Anita M Director I Common Stock 0 0.00 2,000
2023-06-08 Hudson Rose J Director P-Purchase A Common Stock 400 12.70 5.1K 5,723
2023-06-02 HIDALGO WILLIAM H Director P-Purchase A Common Stock 10,000 11.42 114.2K 51,156
2023-05-03 Nelson Andrew C Director P-Purchase A Common Stock 2,000 12.39 24.8K 136,032
2023-05-02 D'Angelo John J Director / Officer P-Purchase A Common Stock 250 12.36 3.1K 250
2023-05-01 Martin Jeffrey Wayne Officer F-InKind D Common Stock 99 12.94 1.3K 13,410
2023-04-28 Nelson Andrew C Director L-Small A Common Stock 56 13.75 770.00 8,286
2023-04-27 D'Angelo John J Director / Officer P-Purchase A Common Stock 200 12.98 2.6K 205,225
2023-04-26 Martin Jeffrey Wayne Officer I-Discretionary A Common Stock 960 13.25 12.7K 3,829
2023-04-25 D'Angelo John J Director / Officer P-Purchase A Common Stock 100 12.90 1.3K 205,025
2023-04-25 Campbell John R Officer P-Purchase A Common Stock 1,865 13.37 24.9K 5,679
2023-04-01 Moore Corey E Officer A-Award A Common Stock 1,790 0.00 2,902
2023-04-01 Martin Jeffrey Wayne Officer A-Award A Common Stock 7,163 0.00 13,509
2023-04-01 D'Angelo John J Director / Officer F-InKind D Common Stock 1,303 13.96 18.2K 187,948
2023-04-01 Crochet Linda M Officer F-InKind D Common Stock 343 13.96 4.8K 7,494
2023-03-15 Nelson Andrew C Director P-Purchase A Common Stock 3,000 15.77 47.3K 133,360
2023-03-15 D'Angelo John J Director / Officer P-Purchase A Common Stock 150 15.75 2.4K 189,251
2023-03-14 D'Angelo John J Director / Officer P-Purchase A Common Stock 325 16.75 5.4K 188,776
2023-03-14 Crochet Linda M Officer P-Purchase A Common Stock 617 16.19 10.0K 4,032
2023-03-01 Hudson Rose J Director S-Sale D Common Stock 600 19.66 11.8K 5,323
2023-03-01 D'Angelo John J Director / Officer F-InKind D Common Stock 1,089 19.66 21.4K 188,451
2023-03-01 Crochet Linda M Officer F-InKind D Common Stock 153 19.66 3.0K 3,415
2023-03-01 Campbell John R Officer A-Award A Common Stock 3,814 0.00 3,814
2023-02-07 Jordan Robert Chris Director S-Sale D Common Stock 2,477 20.46 50.7K 47,047
2023-02-01 Crochet Linda M Officer F-InKind D Common Stock 15 21.35 320.25 3,568
2023-01-31 Nelson Andrew C Director L-Small A Common Stock 267 20.83 5.6K 133,627
2023-01-31 Jordan Robert Chris Director P-Purchase A Common Stock 11 20.71 227.81 49,025
2023-01-18 Walker Frank L. Director A-Award A Common Stock 1,279 0.00 9,246
2023-01-18 Nelson Andrew C Director A-Award A Common Stock 1,279 0.00 128,584
2023-01-18 Middleton Suzanne O Director A-Award A Common Stock 1,582 0.00 34,394
2023-01-18 Lukinovich David J Director A-Award A Common Stock 1,489 0.00 18,890
2023-01-18 Jordan Robert Chris Director A-Award A Common Stock 1,935 0.00 49,524
2023-01-18 Joffrion Gordon H III Director A-Award A Common Stock 1,489 0.00 21,881
2023-01-18 Hudson Rose J Director A-Award A Common Stock 1,489 0.00 5,923
2023-01-18 HIDALGO WILLIAM H Director A-Award A Common Stock 1,582 0.00 41,156
2023-01-18 Boyce Robert M Sr Director A-Award A Common Stock 1,935 0.00 58,091
2023-01-18 Boyce James H III Director A-Award A Common Stock 1,489 0.00 32,220
2022-12-31 Nelson Andrew C Director 0 0.00 0
2022-12-31 Middleton Suzanne O Director 0 0.00 0
2022-12-29 Moore Corey E Officer D Common Stock 0 0.00 1,112
2022-12-08 Boyce Robert M Sr Director G-Gift D Common Stock 2,350 0.00 56,156
2022-11-16 Hudson Rose J Director D Common Stock 0 0.00 4,434
2022-11-14 Joffrion Gordon H III Director S-Sale D Common Stock 12 21.82 261.84 21,855
2022-11-07 D'Angelo John J Officer P-Purchase A Common Stock 100 21.85 2.2K 189,540
2022-11-03 D'Angelo John J Officer P-Purchase A Common Stock 200 21.86 4.4K 189,440
2022-10-31 Jordan Robert Chris Director P-Purchase A Common Stock 11 22.22 244.42 49,014
2022-10-28 Baker James M Director S-Sale D Common Stock 3,730 20.79 77.5K 7,650
2022-07-29 Jordan Robert Chris Director P-Purchase A Common Stock 90 22.16 2.0K 47,589
2022-07-26 Jordan Robert Chris Director P-Purchase A Common Stock 9 22.72 204.48 49,003
2022-05-01 Martin Jeffrey Wayne Officer F-InKind D Common Stock 99 19.70 2.0K 6,575
2022-04-29 Jordan Robert Chris Director P-Purchase A Common Stock 10 19.73 197.30 48,994
2022-04-01 Martin Jeffrey Wayne Officer A-Award A Common Stock 2,642 0.00 6,723
2022-04-01 LeBlanc Candace J Officer F-InKind D Common Stock 108 18.92 2.0K 8,761
2022-04-01 Hufft Christopher L Officer A-Award A Employee Stock Options 11,958 0.00 87,934
2022-04-01 D'Angelo John J Officer F-InKind D Common Stock 621 18.92 11.7K 189,240
2022-04-01 Crochet Linda M Officer A-Award A Common Stock 2,642 0.00 3,747
2022-03-15 Crochet Linda M Officer P-Purchase A Common Stock 400 19.54 7.8K 1,105
2022-03-10 D'Angelo John J Officer P-Purchase A Common Stock 25 19.65 491.25 177,944
2022-03-07 D'Angelo John J Officer P-Purchase A Common Stock 50 19.81 990.50 177,869
2022-03-02 Martin Jeffrey Wayne Officer P-Purchase A Common Stock 1,714 20.41 35.0K 4,081
2022-03-01 LeBlanc Candace J Officer F-InKind D Common Stock 322 20.07 6.5K 6,755
2022-03-01 Hufft Christopher L Officer F-InKind D Common Stock 839 20.07 16.8K 33,464
2022-03-01 D'Angelo John J Director / Officer F-InKind D Common Stock 1,393 20.07 28.0K 177,570
2022-03-01 Crochet Linda M Officer F-InKind D Common Stock 153 20.07 3.1K 705
2022-02-24 D'Angelo John J Director / Officer P-Purchase A Common Stock 100 19.95 2.0K 178,963
2022-02-01 Crochet Linda M Officer F-InKind D Common Stock 15 19.82 297.30 858
2022-01-31 Jordan Robert Chris Director P-Purchase A Common Stock 10 19.25 192.50 48,984
2022-01-19 Walker Frank L. Director A-Award A Common Stock 1,494 0.00 7,967
2022-01-19 Nelson Andrew C Director A-Award A Common Stock 1,048 0.00 125,511
2022-01-19 Middleton Suzanne O Director A-Award A Common Stock 1,573 0.00 32,464
2022-01-19 Lukinovich David J Director A-Award A Common Stock 1,494 0.00 17,401
2022-01-19 Jordan Robert Chris Director A-Award A Common Stock 1,048 0.00 47,499
2022-01-19 Joffrion Gordon H III Director A-Award A Common Stock 1,494 0.00 20,402
2022-01-19 HIDALGO WILLIAM H Director A-Award A Common Stock 1,573 0.00 39,574
2022-01-19 Boyce Robert M Sr Director A-Award A Common Stock 1,048 0.00 58,506
2022-01-19 Boyce James H III Director A-Award A Common Stock 1,494 0.00 30,731
2022-01-19 Besselman Thomas C Sr Director A-Award A Common Stock 1,494 0.00 95,542
2022-01-19 Baker James M Director A-Award A Common Stock 1,494 0.00 11,380
2021-12-31 Nelson Andrew C Director 0 0.00 0
2021-12-31 Middleton Suzanne O Director 0 0.00 0
2021-12-31 Hufft Christopher L Officer I Common Stock 0 0.00 6,196
2021-12-09 D'Angelo John J Director / Officer P-Purchase A Common Stock 300 18.04 5.4K 178,763
2021-12-07 Joffrion Gordon H III Director S-Sale D Common Stock 10 17.92 179.20 20,392
2021-12-03 Middleton Suzanne O Director P-Purchase A Common Stock 100 17.99 1.8K 30,891
2021-10-29 Jordan Robert Chris Director P-Purchase A Common Stock 9 19.75 177.75 48,974
2021-10-20 Martin Jeffrey Wayne Officer I Common Stock 0 0.00 356
2021-10-20 Crochet Linda M Officer D Common Stock 0 0.00 873
2021-08-09 LeBlanc Candace J Officer D Common Stock 0 0.00 7,077
2021-07-27 Jordan Robert Chris Director P-Purchase A Common Stock 2,326 21.50 50.0K 46,451
2021-06-08 Baker James M Director S-Sale D Common Stock 450 23.51 10.6K 9,886
2021-05-07 Cherco Rachel P. Officer W-Will A Common Stock 561 0.00 14,858
2021-04-27 Baker James M Director S-Sale D Common Stock 100 21.70 2.2K 10,336
2021-04-01 Lavergne Travis M Officer A-Award A Employee Stock Option 6,639 20.72 137.6K 6,639
2021-04-01 Hufft Christopher L Officer A-Award A Common Stock 5,791 0.00 34,085
2021-04-01 D'Angelo John J Director / Officer A-Award A Employee Stock Option 20,746 20.72 429.9K 20,746

Executive team

Top executives
EBIT / Employee
84.5K
Shares Outstanding
10.81M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 John J. D’Angelo President and Chief Executive Officer 647.7K 381.2K 408.5K 47.1K 1.48M 25.68%
2 2025 John R. Campbell Executive Vice President and Chief Financial Officer 342.0K 197.3K 113.1K 23.0K 675.5K 29.21%
3 2025 Linda M. Crochet Executive Vice President and Chief Operations Officer 239.5K 103.7K 54.3K 13.5K 410.9K 25.23%
4 2024 John J. D’Angelo President and Chief Executive Officer 618.6K 179.9K 119.9K 335.2K 47.8K 1.30M 23.04%
5 2024 John R. Campbell Executive Vice President and Chief Financial Officer 316.6K 91.9K 61.3K 92.8K 20.2K 582.9K 26.28%
6 2024 Linda M. Crochet Executive Vice President and Chief Operations Officer 222.0K 80.7K 43.0K 12.4K 358.0K 22.53%
7 2023 John J. D’Angelo President and Chief Executive Officer 603.7K 237.0K 158.0K 217.8K 50.7K 1.27M 31.17%
8 2023 John R. Campbell Executive Vice President and Chief Financial Officer 276.9K 75.0K 60.3K 14.1K 426.3K 17.59%
9 2023 Linda M. Crochet Executive Vice President and Chief Operations Officer 205.8K 100.0K 24.1K 11.5K 341.4K 29.29%
10 2022 John J. D’Angelo President and Chief Executive Officer 570.2K 225.0K 150.0K 401.0K 46.1K 1.39M 26.93%
11 2022 Christopher L. Hufft Executive Vice President and Former Chief Financial Officer 270.1K 136.6K 80.0K 73.9K 212.3K 772.9K 28.02%
12 2022 Linda M. Crochet Executive Vice President and Chief Operations Officer 192.1K 50.0K 33.1K 11.9K 287.1K 17.41%
13 2022 Jeffrey W. Martin Executive Vice President and Chief Credit Officer 179.9K 50.0K 25.3K 12.4K 267.5K 18.68%
14 2021 John J. D’Angelo President and Chief Executive Officer 538.5K 225.0K 150.0K 277.5K 41.2K 1.23M 30.43%
15 2021 Christopher L. Hufft Executive Vice President and Former Chief Financial Officer 295.8K 120.0K 80.0K 109.3K 10.4K 615.4K 32.50%
16 2021 Christopher L. Hufft Chief Financial Officer 295.8K 120.0K 80.0K 109.3K 10.4K 615.4K 32.50%
17 2021 Travis M. Lavergne Former Chief Risk Management and Credit Officer 105.7K 72.0K 48.0K 48.5K 102.0K 376.2K 31.89%
18 2021 Dane M. Babin Former Chief Operations Officer 176.9K 75.0K 32.1K 12.7K 296.7K 25.27%
19 2021 Linda M. Crochet Chief Operations Officer 183.7K 50.0K 14.4K 7.9K 256.0K 19.53%
20 2021 Linda M. Crochet Executive Vice President and Chief Operations Officer 183.7K 50.0K 14.4K 7.9K 256.0K 19.53%
21 2020 John J. D’Angelo President and Chief Executive Officer 517.1K 165.0K 165.0K 197.5K 55.7K 1.10M 29.99%
22 2020 Christopher L. Hufft Chief Financial Officer 283.4K 90.0K 90.0K 91.0K 21.7K 576.0K 31.25%
23 2020 Travis M. Lavergne Former Chief Risk Management and Credit Officer 177.5K 50.0K 50.0K 27.0K 11.2K 315.7K 31.67%
24 2020 Travis M. Lavergne Chief Risk Management and Credit Officer 177.5K 50.0K 50.0K 27.0K 11.2K 315.7K 31.67%
25 2020 Dane M. Babin Chief Operations Officer 201.5K 65.0K 29.0K 18.0K 313.5K 20.73%
26 2020 Dane M. Babin Former Chief Operations Officer 201.5K 65.0K 29.0K 18.0K 313.5K 20.73%
27 2019 John J. D’Angelo President and Chief Executive Officer 473.0K 150.0K 150.0K 155.1K 37.9K 965.9K 31.06%
28 2019 Christopher L. Hufft Chief Financial Officer 252.6K 75.0K 75.0K 67.2K 14.3K 484.1K 30.98%
29 2019 Dane M. Babin Chief Operations Officer 187.8K 55.0K 29.3K 17.1K 289.3K 19.01%
30 2018 John J. D’Angelo President and Chief Executive Officer 438.4K 125.0K 125.0K 137.9K 31.0K 857.3K 29.16%
31 2018 Christopher L. Hufft Chief Financial Officer 224.6K 62.5K 62.5K 40.4K 11.9K 401.9K 31.10%
32 2018 Dane M. Babin Chief Operations Officer 179.0K 30.0K 21.9K 14.8K 245.7K 12.21%
33 2017 John J. D’Angelo President and Chief Executive Officer 397.0K 107.5K 107.5K 130.3K 26.6K 768.9K 27.96%
34 2017 Christopher L. Hufft Chief Financial Officer 203.4K 50.0K 50.0K 27.8K 9.5K 340.7K 29.35%
35 2017 Dane M. Babin Chief Operations Officer 174.1K 50.0K 21.5K 14.5K 260.1K 19.22%
36 2016 John J. D’Angelo President and Chief Executive Officer 367.4K 100.0K 100.0K 86.9K 20.9K 675.3K 29.62%
37 2016 Christopher L. Hufft Chief Financial Officer 182.6K 30.0K 30.0K 16.3K 9.1K 267.9K 22.39%
38 2016 Dane M. Babin Chief Operations Officer 168.7K 15.0K 26.8K 14.6K 225.2K 6.66%
39 2015 John J. D’Angelo President and Chief Executive Officer 342.6K 37.5K 112.5K 65.7K 19.5K 577.9K 25.96%
40 2015 Christopher L. Hufft Chief Financial Officer 168.5K 11.3K 33.8K 14.8K 8.4K 236.7K 19.01%
41 2015 Ryan P. Finnan President of Consumer & Business Banking 130.7K 15.0K 15.0K 33.4K 7.7K 201.8K 14.87%
42 2014 John J. D’Angelo President and Chief Executive Officer 317.1K 240.8K 54.2K 26.3K 638.4K 37.72%
43 2014 Ryan P. Finnan Chief Operations Officer 127.5K 37.8K 32.0K 6.9K 204.2K 18.53%
44 2014 Ryan P. Finnan President of Consumer & Business Banking 127.5K 37.8K 32.0K 6.9K 204.2K 18.53%
45 2014 Christopher L. Hufft Chief Accounting Officer 144.9K 5.0K 15.0K 22.4K 6.0K 3.3K 196.6K 19.00%
46 2014 Christopher L. Hufft Chief Financial Officer 144.9K 5.0K 15.0K 22.4K 6.0K 3.3K 196.6K 19.00%
47 2013 John J. D’Angelo President and Chief Executive Officer 273.8K 60.0K 68.3K 23.0K 425.0K 14.12%
48 2013 Ryan P. Finnan Chief Operations Officer 122.3K 30.0K 20.3K 6.1K 178.8K 16.78%
CEO compensation breakdown

Proxy statements

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

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-22 8-K
2026-05-15 SC 13G/A
2026-05-15 SC 13G/A
2026-05-15 SC 13G/A
2026-05-08 10-Q
2026-04-27 SC 13G/A
2026-04-27 4
2026-04-20 8-K
2026-04-08 DEFA14A
2026-04-08 DEF 14A

Executive team

NameTitleCompensationGender
John Joseph D'Angelo President, Chief Executive Officer & Director 1M male
John R. Campbell Executive Vice President & Chief Financial Officer 478.2K male
Linda Crochet Executive Vice President & Chief Operating Officer 307.3K female
Jeffrey Wayne Martin Executive Vice President & Chief Credit Officer 217.5K male
Rachel Pourciau Cherco Executive Vice President & Treasurer 153.1K female
Katie G. Plaisance Company Secretary female
Jeffery L. Blum Executive Vice President and President of Commercial & Industrial Banking male
Corey E. Moore Executive Vice President & Chief Accounting Officer male
ESG Rating
B
BANKS - REGIONAL
Rank: 306 out of 435
2026
E (Environmental)
95.5 / 64.3
Company / Sector avg.
S (Social)
89.0 / 76.5
Company / Sector avg.
G (Governance)
87.8 / 75.5
Company / Sector avg.
ESG Total
90.7 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits