Investar Holding Corporation (ISTR)
Baton Rouge, LA, US
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.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.07% | -1.22% | +1.98% | +0.11% | +13.95% | +5.76% | +48.66% | +150.53% | +23.51% | +83.15% | +99.01% |
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 | -1 |
| Buy | 2 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| 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%
|
-
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)
* 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 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
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-23 | Piper Sandler | Overweight | Neutral | Downgrade |
| 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
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. | 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)
| # | 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 |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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No House trading activity found for this company.
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Community Opinion for ISTR
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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