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John Marshall Bancorp, Inc. (JMSB)
USD21.88
+0.08 (+0.37%)
US NASDAQ Financial Services Banks - Regional
Address
1943 Isaac Newton Square 20190
Reston, VA, US
Reston, VA, US
CEO
Christopher W. Bergstrom
Website
johnmarshallbank.com
IPO
2017-03-02
CIK 1710482 ISIN US47805L1017
Description
John Marshall Bancorp, Inc. functions as the parent entity for John Marshall Bank, which offers a comprehensive array of banking products and financial services. The institution provides various deposit options, including checking, demand, NOW, savings, and money market accounts, as well as certificates of deposit. For its clientele, the bank extends diverse lending solutions, such as commercial loans, construction and development financing, commercial term loans, mortgage services, commercial real estate loans, and a range of industrial and other commercial lines of credit. Beyond core lending and deposit products, John Marshall Bank also furnishes essential financial tools like debit and credit cards, alongside specialized services such as treasury and cash management, investment offerings, business and personal insurance, remote deposit capture, deposit sweep, and convenient online and mobile banking platforms. The bank's customer base is broad, catering to small to medium-sized businesses, their owners and employees, professional corporations, non-profit organizations, and individual clients. Established in 2005, John Marshall Bancorp, Inc. has its headquarters in Reston, Virginia. It maintains eight full-service branches spread across Alexandria, Reston, Arlington, Washington, Loudoun, Prince William, Rockville, and Tysons, complemented by a loan production office in Arlington, Virginia.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD21.88
+0.08 (+0.37%)
Loading historical data…
Volume Profile
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Liquidity & share structure
Average Volume
48.8K
Beta
0.43
Float Shares
12.07M
Free Float %
85.0%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.89% | -3.26% | +0.19% | +2.77% | +6.18% | +4.05% | +17.18% | +18.59% | +17.51% | +62.50% | +129.33% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (1 ratings, all time)
Buy
Price Targets & DCF
Current price
21.88
Low
24.00
+9.7%
Consensus
24.00
+9.7%
Median
24.00
+9.7%
High
24.00
+9.7%
DCF (Unlevered)
23.88
+9.1%
DCF (Levered)
28.06
+28.3%
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)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
24.00
+9.7%
|
| Last Quarter | 1 |
24.00
+9.7%
|
| Last Year | 1 |
24.00
+9.7%
|
| All Time | 1 |
24.00
+9.7%
|
Quality scores
Altman Z-Score
0.29
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
-
Revenue growth+2.6% Q1'26: +4.6% (vs Q1'25)
-
EPS growth+24.2% Q1'26: +26.5% (vs Q1'25)
-
FCF margin— Q1'26: +29.3% (vs Q1'25)
-
EBIT margin— Q1'26: +26.0% (vs Q1'25)
-
ROIC— Q1'26: +6.8% (vs Q1'25)
-
Share dilution-0.2% Q1'26: -0.8% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 2.82× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|
| Revenue |
115.33M
est: 62.90M (+83.4%)
|
71.23M
71.05M – 71.40M
+13.2% YoY
|
78.43M
78.23M – 78.63M
+10.1% YoY
|
| EBITDA |
28.90M
est: 19.09M (+51.4%)
|
21.62M
21.56M – 21.67M
+13.2% YoY
|
23.80M
23.74M – 23.86M
+10.1% YoY
|
| EBIT |
27.38M
est: 17.83M (+53.5%)
|
20.19M
20.14M – 20.24M
+13.2% YoY
|
22.24M
22.18M – 22.29M
+10.1% YoY
|
| Net Income |
21.23M
est: 20.87M (+1.8%)
|
26.05M
25.96M – 26.13M
+24.8% YoY
|
30.16M
30.06M – 30.26M
+15.8% YoY
|
| SGA |
23.56M
est: 15.07M (+56.4%)
|
17.06M
17.02M – 17.10M
+13.2% YoY
|
18.78M
18.74M – 18.83M
+10.1% YoY
|
| EPS |
1.50
est: 1.47 (+2.0%)
|
1.84
1.83 – 1.84
+24.8% YoY
|
2.13
2.12 – 2.13
+15.8% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-01 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 | 2/5 | 5/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 2/5 | 5/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
26.36M
OE per share TTM
1.86
Owner's Yield
8.97%
Maintenance CapEx ratio
1.39%
Maint CapEx / Avg PPE
7.7%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
10
Total invested
9.01M
Insider transactions (90d)
0
Beneficial owners (>5%)
2
Beneficial owners (>5%)
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
10
-62 vs prev Q
New positions
2
Closed positions
64
Increased
4
Reduced
3
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 | — | 5.0K +5.0K (+100.0%) | 99.95M +100.0M (+100.0%) | 0.04% +0.035 pp | 0.08% +0.082 pp | USD19.99 +0.0% | 1 qtrs NEW |
| 2 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.96M -52.1K (-2.6%) | 39.23M -700.0K (-1.8%) | 13.88% -0.289 pp | 0.02% +0.000 pp | USD23.11 -13.5% | 14 qtrs — |
| 3 | BLACKROCK, INC. | 871.6K +571.0 (+0.1%) | 17.42M +159.5K (+0.9%) | 6.16% +0.038 pp | 0.00% +0.000 pp | USD19.79 +1.0% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 692.6K +42.9K (+6.6%) | 13.85M +969.0K (+7.5%) | 4.90% +0.329 pp | 0.00% +0.000 pp | USD22.14 -9.7% | 15 qtrs — |
| 5 | FJ CAPITAL MANAGEMENT LLC | 412.9K -17.0K (-3.9%) | 8.25M -266.0K (-3.1%) | 2.92% -0.103 pp | 0.91% +0.002 pp | USD17.84 +12.1% | 10 qtrs — |
| 6 | TOTH FINANCIAL ADVISORY CORP | 374.5K -16.3K (-4.2%) | 7.49M -258.8K (-3.3%) | 2.65% -0.100 pp | 0.81% -0.022 pp | USD22.41 -10.8% | 15 qtrs — |
| 7 | EVERMAY WEALTH MANAGEMENT LLC | 348.4K +— (+0.0%) | 6.96M +59.2K (+0.9%) | 2.46% +0.014 pp | 0.78% -0.008 pp | USD22.49 -11.1% | 15 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 295.4K +1.7K (+0.6%) | 5.91M +83.1K (+1.4%) | 2.09% +0.023 pp | 0.00% +0.000 pp | USD21.66 -7.7% | 15 qtrs — |
| 9 | BANK OF AMERICA CORP /DE/ | 244.1K -10.2K (-4.0%) | 4.88M -160.4K (-3.2%) | 1.73% -0.062 pp | 0.00% +0.000 pp | USD20.67 -3.3% | 15 qtrs — |
| 10 | STATE STREET CORP | 213.2K +323.0 (+0.2%) | 4.26M +42.6K (+1.0%) | 1.51% +0.011 pp | 0.00% +0.000 pp | USD22.60 -11.5% | 15 qtrs — |
| 11 | MAI CAPITAL MANAGEMENT | 198.1K +3.0 (+0.0%) | 3.96M +33.7K (+0.9%) | 1.40% +0.003 pp | 0.02% -0.002 pp | USD19.87 +0.6% | 8 qtrs — |
| 12 | FOURTHSTONE LLC | 111.9K +7.2K (+6.9%) | 2.24M +162.4K (+7.8%) | 0.79% +0.053 pp | 0.42% +0.047 pp | USD18.88 +5.9% | 3 qtrs — |
| 13 | BROWN ADVISORY INC | 108.3K +— (+0.0%) | 2.17M +18.4K (+0.9%) | 0.77% +0.004 pp | 0.00% +0.000 pp | USD22.29 -10.3% | 15 qtrs — |
| 14 | ELIZABETH PARK CAPITAL ADVISORS, LTD. | 105.3K +— (+0.0%) | 2.11M +17.9K (+0.9%) | 0.74% +0.002 pp | 1.73% +0.045 pp | USD22.54 -11.3% | 15 qtrs — |
| 15 | CRESSET ASSET MANAGEMENT, LLC | 103.0K +— (+0.0%) | 2.06M +17.5K (+0.9%) | 0.73% +0.002 pp | 0.01% +0.000 pp | USD21.00 -4.8% | 15 qtrs — |
| 16 | NORTHERN TRUST CORP | 96.0K -5.1K (-5.1%) | 1.92M -84.9K (-4.2%) | 0.68% -0.034 pp | 0.00% +0.000 pp | USD22.30 -10.4% | 15 qtrs — |
| 17 | RHINO INVESTMENT PARTNERS, INC | 94.8K +54.1K (+132.9%) | 1.90M +1.1M (+134.9%) | 0.67% +0.382 pp | 0.54% +0.283 pp | USD19.92 +0.4% | 2 qtrs — |
| 18 | MERIDIAN FINANCIAL PARTNERS LLC | 57.6K +— (+0.0%) | 1.22M +130.8K (+12.0%) | 0.41% +0.002 pp | 0.48% +0.030 pp | USD22.54 -11.3% | 15 qtrs — |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 34.7K -1.7K (-4.6%) | 692.8K -27.5K (-3.8%) | 0.24% -0.011 pp | 0.00% +0.000 pp | USD22.07 -9.4% | 15 qtrs — |
| 20 | BANK OF NEW YORK MELLON CORP | 32.5K -278.0 (-0.8%) | 648.8K +9.0 (+0.0%) | 0.23% -0.001 pp | 0.00% +0.000 pp | USD21.96 -9.0% | 15 qtrs — |
| 21 | CITADEL ADVISORS LLC | 31.3K +10.9K (+53.7%) | 624.9K +221.8K (+55.0%) | 0.22% +0.078 pp | 0.00% +0.000 pp | USD19.85 +0.7% | 6 qtrs — |
| 22 | NUVEEN, LLC | 28.3K +— (+0.0%) | 565.8K +4.8K (+0.9%) | 0.20% +0.001 pp | 0.00% +0.000 pp | USD16.52 +21.0% | 4 qtrs — |
| 23 | RENAISSANCE TECHNOLOGIES LLC | 25.9K +25.9K (+100.0%) | 517.7K +517.7K (+100.0%) | 0.18% +0.183 pp | 0.00% +0.001 pp | USD19.99 +0.0% | 1 qtrs NEW |
| 24 | ADVISORY SERVICES NETWORK, LLC | 24.4K +7.5K (+44.5%) | 486.8K +152.7K (+45.7%) | 0.17% +0.054 pp | 0.01% +0.002 pp | USD19.29 +3.6% | 3 qtrs — |
| 25 | GOLDMAN SACHS GROUP INC | 22.7K +8.3K (+57.5%) | 454.8K +168.4K (+58.8%) | 0.16% +0.059 pp | 0.00% +0.000 pp | USD19.88 +0.6% | 11 qtrs — |
| 26 | ROYAL BANK OF CANADA | 21.5K +619.0 (+3.0%) | 430.0K +16.0K (+3.9%) | 0.15% +0.005 pp | 0.00% +0.000 pp | USD22.13 -9.7% | 15 qtrs — |
| 27 | SNOWDEN CAPITAL ADVISORS LLC | 21.0K +— (+0.0%) | 420.1K +3.6K (+0.9%) | 0.15% +0.001 pp | 0.01% -0.001 pp | USD18.53 +7.9% | 3 qtrs — |
| 28 | AQR CAPITAL MANAGEMENT LLC | 20.7K +20.7K (+100.0%) | 414.1K +414.1K (+100.0%) | 0.15% +0.146 pp | 0.00% +0.000 pp | USD19.99 +0.0% | 1 qtrs NEW |
| 29 | MORGAN STANLEY | 20.2K +4.2K (+26.5%) | 402.9K +87.1K (+27.6%) | 0.14% +0.031 pp | 0.00% +0.000 pp | USD20.55 -2.7% | 15 qtrs — |
| 30 | BARCLAYS PLC | 20.0K +3.6K (+21.9%) | 400.5K +75.4K (+23.2%) | 0.14% +0.026 pp | 0.00% +0.000 pp | USD19.78 +1.1% | 15 qtrs — |
| 31 | RHUMBLINE ADVISERS | 16.8K -2.1K (-11.0%) | 336.7K -38.3K (-10.2%) | 0.12% -0.014 pp | 0.00% +0.000 pp | USD22.07 -9.4% | 15 qtrs — |
| 32 | MARINER, LLC | 16.6K +64.0 (+0.4%) | 331.2K +4.1K (+1.3%) | 0.12% +0.001 pp | 0.00% +0.000 pp | USD23.97 -16.6% | 15 qtrs — |
| 33 | WELLS FARGO & COMPANY/MN | 16.3K +4.5K (+37.9%) | 326.1K +91.6K (+39.1%) | 0.12% +0.032 pp | 0.00% +0.000 pp | USD20.58 -2.9% | 15 qtrs — |
| 34 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16.5K +16.5K (+100.0%) | 324.3K +324.3K (+100.0%) | 0.12% +0.117 pp | 0.00% +0.000 pp | USD19.99 +0.0% | 1 qtrs NEW |
| 35 | QUANTINNO CAPITAL MANAGEMENT LP | 16.2K +16.2K (+100.0%) | 324.2K +324.2K (+100.0%) | 0.11% +0.114 pp | 0.00% +0.001 pp | USD19.99 +0.0% | 1 qtrs NEW |
| 36 | MILLENNIUM MANAGEMENT LLC | 13.1K -7.6K (-36.5%) | 262.2K -147.4K (-36.0%) | 0.09% -0.053 pp | 0.00% 0.000 pp | USD18.95 +5.5% | 3 qtrs — |
| 37 | JANE STREET GROUP, LLC | 12.9K -6.8K (-34.6%) | 257.7K -133.0K (-34.0%) | 0.09% -0.048 pp | 0.00% +0.000 pp | USD17.57 +13.8% | 4 qtrs — |
| 38 | GSA CAPITAL PARTNERS LLP | 11.9K +11.9K (+100.0%) | 238.0K +238.0K (+100.0%) | 0.08% +0.084 pp | 0.02% +0.021 pp | USD19.99 +0.0% | 1 qtrs NEW |
| 39 | ADVISOR GROUP HOLDINGS, INC. | 10.4K +— (+0.0%) | 208.1K +1.8K (+0.9%) | 0.07% +0.000 pp | 0.00% +0.000 pp | USD18.53 +7.9% | 7 qtrs — |
| 40 | UBS GROUP AG | 10.2K -2.9K (-21.9%) | 204.2K -55.2K (-21.3%) | 0.07% -0.020 pp | 0.00% +0.000 pp | USD21.99 -9.1% | 15 qtrs — |
| 41 | JPMORGAN CHASE & CO | 8.0K -3.6K (-31.1%) | 159.0K -69.9K (-30.5%) | 0.06% -0.025 pp | 0.00% +0.000 pp | USD20.07 -0.4% | 15 qtrs — |
| 42 | METLIFE INVESTMENT MANAGEMENT, LLC | 7.2K +— (+0.0%) | 144.8K +1.2K (+0.9%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD21.94 -8.9% | 15 qtrs — |
| 43 | DEUTSCHE BANK AG\ | 7.1K +— (+0.0%) | 141.0K +1.2K (+0.9%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD20.08 -0.4% | 5 qtrs — |
| 44 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 5.9K +11.0 (+0.2%) | 117.6K +1.2K (+1.0%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD17.01 +17.5% | 7 qtrs — |
| 45 | NEW YORK STATE COMMON RETIREMENT FUND | 4.7K +— (+0.0%) | 93.3K +793.0 (+0.9%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD22.56 -11.4% | 15 qtrs — |
| 46 | ACADIAN ASSET MANAGEMENT LLC | 3.7K +3.7K (+100.0%) | 73.0K +73.0K (+100.0%) | 0.03% +0.026 pp | 0.00% +0.000 pp | USD19.99 +0.0% | 1 qtrs NEW |
| 47 | ATLANTIC UNION BANKSHARES CORP | 3.4K +— (+0.0%) | 67.5K +574.0 (+0.9%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD18.53 +7.9% | 3 qtrs — |
| 48 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 2.5K -1.8K (-42.7%) | 49.6K -36.2K (-42.2%) | 0.02% -0.013 pp | 0.00% 0.000 pp | USD19.97 +0.1% | 5 qtrs — |
| 49 | STRS OHIO | 1.6K +— (+0.0%) | 32.0K +272.0 (+0.9%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD22.54 -11.3% | 15 qtrs — |
| 50 | AMERITAS INVESTMENT PARTNERS, INC. | 1.3K +— (+0.0%) | 25.2K +214.0 (+0.9%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD22.55 -11.4% | 15 qtrs — |
| 51 | LEGAL & GENERAL GROUP PLC | 1.2K +— (+0.0%) | 23.3K +198.0 (+0.9%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD22.47 -11.0% | 15 qtrs — |
| 52 | RUSSELL INVESTMENTS GROUP, LTD. | 1.0K +— (+0.0%) | 20.9K +178.0 (+0.9%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD19.82 +0.9% | 7 qtrs — |
| 53 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 775.00 -133.0 (-14.6%) | 15.5K -2.5K (-13.9%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD22.71 -12.0% | 15 qtrs — |
| 54 | STERLING CAPITAL MANAGEMENT LLC | 729.00 -143.0 (-16.4%) | 14.6K -2.7K (-15.7%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD19.67 +1.6% | 6 qtrs — |
| 55 | TOWER RESEARCH CAPITAL LLC (TRC) | 543.00 -125.0 (-18.7%) | 10.9K -2.4K (-18.0%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD18.13 +10.3% | 15 qtrs — |
| 56 | VERSANT CAPITAL MANAGEMENT, INC | 432.00 +176.0 (+68.8%) | 8.6K +3.6K (+70.2%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD19.12 +4.6% | 5 qtrs — |
| 57 | AMALGAMATED BANK | 397.00 +2.0 (+0.5%) | 8.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.52 -11.2% | 15 qtrs — |
| 58 | CWM, LLC | 348.00 +26.0 (+8.1%) | 7.0K +1.0K (+16.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.58 +2.1% | 6 qtrs — |
| 59 | NISA INVESTMENT ADVISORS, LLC | 331.00 -369.0 (-52.7%) | 6.6K -7.3K (-52.3%) | 0.00% -0.003 pp | 0.00% +0.000 pp | USD16.79 +19.1% | 10 qtrs — |
| 60 | CITIGROUP INC | 298.00 +151.0 (+102.7%) | 6.0K +3.0K (+104.5%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD20.00 -0.1% | 15 qtrs — |
| 61 | GAMMA INVESTING LLC | 235.00 +— (+0.0%) | 4.7K +40.0 (+0.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD18.09 +10.5% | 9 qtrs — |
| 62 | OPTIVER HOLDING B.V. | 198.00 +— (+0.0%) | 4.0K +34.0 (+0.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.82 +0.9% | 2 qtrs — |
| 63 | COVESTOR LTD | 89.00 -7.0 (-7.3%) | 2.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD18.94 +5.5% | 3 qtrs — |
| 64 | HARBOR CAPITAL ADVISORS, INC. | 121.00 -2.0 (-1.6%) | 2.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD18.66 +7.1% | 6 qtrs — |
| 65 | EVERSOURCE WEALTH ADVISORS, LLC | 92.00 -13.0 (-12.4%) | 1.8K -242.0 (-11.6%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD18.78 +6.4% | 3 qtrs — |
| 66 | FMR LLC | 66.00 -8.0 (-10.8%) | 1.3K -148.0 (-10.1%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD18.77 +6.5% | 14 qtrs — |
| 67 | SRS CAPITAL ADVISORS, INC. | 47.00 +11.0 (+30.6%) | 940.00 +226.0 (+31.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.83 +0.8% | 2 qtrs — |
| 68 | IFP ADVISORS, INC | 7.00 +— (+0.0%) | 140.00 +1.0 (+0.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.43 +2.9% | 3 qtrs — |
| 69 | ALLWORTH FINANCIAL LP | 3.00 -1.0 (-25.0%) | 60.00 -20.0 (-25.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD18.33 +9.1% | 3 qtrs — |
| 70 | ROTHSCHILD INVESTMENT LLC | 1.00 +1.0 (+100.0%) | 20.00 +20.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.00 +5.2% | 1 qtrs NEW |
| 71 | TRUE WEALTH DESIGN, LLC | 1.00 +— (+0.0%) | 20.00 +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD16.00 +24.9% | 4 qtrs — |
| 72 | SUNBELT SECURITIES, INC. | 1.00 +— (+0.0%) | 20.00 +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.00 +5.2% | 2 qtrs — |
| 73 | AMERITAS ADVISORY SERVICES, LLC | — -2.5K (-100.0%) | — -48.6K (-100.0%) | 0.00% -0.017 pp | 0.00% -0.003 pp | USD— | 3 qtrs SOLD |
| 74 | WEALTHSPIRE ADVISORS, LLC | — -6.8K (-100.0%) | — -134.8K (-100.0%) | 0.00% -0.048 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 75 | NEWEDGE ADVISORS, LLC | — -11.5K (-100.0%) | — -228.5K (-100.0%) | 0.00% -0.081 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 58 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.12% | 112.7K | 0.63% |
| 2 | iShares Micro-Cap ETF IWC | 0.06% | 952.0K | 0.60% |
| 3 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.02% | 2.9K | 0.29% |
| 4 | iShares Russell 2000 Value ETF IWN | 0.02% | 2.95M | 0.24% |
| 5 | Vanguard Russell 2000 Value ETF VTWV | 0.02% | 221.0K | 0.06% |
| 6 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.01% | 27.7K | 0.39% |
| 7 | iShares Russell 2000 BuyWrite ETF IWMW | 0.01% | 5.1K | 0.39% |
| 8 | iShares Russell 2000 ETF IWM | 0.01% | 7.50M | 0.19% |
| 9 | iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO | 0.01% | 48.9K | 0.36% |
| 10 | Global X - Russell 2000 ETF RSSL | 0.01% | 128.9K | 0.08% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
9.00
Bullish
Ratio by volume
3.00
Bullish
Buys
18
Sells
2
Shares acquired
32.6K
Shares disposed
222.00
Cash buys
8.00
Cash sales
—
Net activity
+32,333
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-12-19 | Bell Kelly Jo | Officer | F-InKind | D | Common Stock | 37 | 21.36 | 790.32 | 1,333 | D | ↗ |
| 2025-12-17 | Peden Andrew | Officer | F-InKind | D | Common Stock | 194 | 21.37 | 4.1K | 26,560 | D | ↗ |
| 2025-12-17 | Bell Kelly Jo | Officer | F-InKind | D | Common Stock | 28 | 21.37 | 598.36 | 1,370 | D | ↗ |
| 2025-12-16 | Peden Andrew | Officer | A-Award | A | Common Stock | 2,376 | 0.00 | — | 26,754 | D | ↗ |
| 2025-12-16 | Mahan Oscar Leland | Director | A-Award | A | Common Stock | 1,901 | 0.00 | — | 94,802 | D | ↗ |
| 2025-12-16 | Kinney Jonathan Craig | Director | A-Award | A | Common Stock | 2,138 | 0.00 | — | 327,790 | D | ↗ |
| 2025-12-16 | Garg Subhash | Director | A-Award | A | Common Stock | 1,901 | 0.00 | — | 44,213 | D | ↗ |
| 2025-12-16 | GARCIA MICHAEL A | Director | A-Award | A | Common Stock | 1,901 | 0.00 | — | 36,273 | D | ↗ |
| 2025-12-16 | Foster Michael T | Director | A-Award | A | Common Stock | 1,901 | 0.00 | — | 337,573 | D | ↗ |
| 2025-12-16 | Chase Philip | Director | A-Award | A | Common Stock | 1,901 | 0.00 | — | 32,275 | D | ↗ |
| 2025-12-16 | Carstater Kent | Officer | A-Award | A | Common Stock | 3,088 | 0.00 | — | 56,219 | D | ↗ |
| 2025-12-16 | BERGSTROM CHRISTOPHER W | Director / Officer | A-Award | A | Common Stock | 9,502 | 0.00 | — | 74,867 | D | ↗ |
| 2025-12-16 | Allin Philip W | Director | A-Award | A | Common Stock | 1,901 | 0.00 | — | 29,963 | D | ↗ |
| 2025-12-05 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 500 | 19.63 | 9.8K | 325,652 | D | ↗ |
| 2025-12-02 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 900 | 19.30 | 17.4K | 324,707 | D | ↗ |
| 2025-11-06 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 500 | 18.90 | 9.5K | 323,807 | D | ↗ |
| 2025-11-05 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 500 | 18.71 | 9.4K | 323,307 | D | ↗ |
| 2025-11-04 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 400 | 18.95 | 7.6K | 322,507 | D | ↗ |
| 2025-10-31 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 500 | 18.85 | 9.4K | 322,107 | D | ↗ |
| 2025-07-31 | Carstater Kent | Officer | P-Purchase | A | Common Stock | 224 | 18.35 | 4.1K | 49,540 | D | ↗ |
| 2025-07-30 | GARCIA MICHAEL A | Director | P-Purchase | A | Common Stock | 6,162 | 19.20 | 118.3K | 34,372 | D | ↗ |
| 2025-07-29 | GARCIA MICHAEL A | Director | P-Purchase | A | Common Stock | 4,276 | 19.20 | 82.1K | 28,210 | D | ↗ |
| 2025-07-28 | GARCIA MICHAEL A | Director | P-Purchase | A | Common Stock | 1,876 | 19.08 | 35.8K | 23,934 | D | ↗ |
| 2025-07-15 | Mahan Oscar Leland | Director | P-Purchase | A | Common Stock | 712 | 18.63 | 13.3K | 92,901 | D | ↗ |
| 2025-06-12 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 700 | 17.36 | 12.2K | 321,607 | D | ↗ |
| 2025-06-11 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 200 | 17.58 | 3.5K | 320,907 | D | ↗ |
| 2025-06-06 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 250 | 17.70 | 4.4K | 320,707 | D | ↗ |
| 2025-06-05 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 500 | 17.25 | 8.6K | 320,457 | D | ↗ |
| 2025-06-03 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 204 | 17.47 | 3.6K | 319,557 | D | ↗ |
| 2025-06-02 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 152 | 17.31 | 2.6K | 319,353 | D | ↗ |
| 2025-05-30 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 148 | 17.31 | 2.6K | 318,901 | D | ↗ |
| 2025-05-28 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 300 | 17.45 | 5.2K | 318,753 | D | ↗ |
| 2025-05-05 | Mahan Oscar Leland | Director | S-Sale | D | Common Stock | 2 | 17.09 | 34.17 | 94,240 | D | ↗ |
| 2025-04-28 | Mahan Oscar Leland | Director | M-Exempt | A | Common Stock | 10,250 | 11.77 | 120.6K | 99,405 | D | ↗ |
| 2025-04-28 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 300 | 15.85 | 4.8K | 317,953 | D | ↗ |
| 2025-04-25 | Peden Andrew | Officer | P-Purchase | A | Common Stock | 1,200 | 15.50 | 18.6K | 24,378 | D | ↗ |
| 2025-04-25 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 63 | 15.54 | 979.02 | 276,643 | I | ↗ |
| 2025-04-25 | Carstater Kent | Officer | P-Purchase | A | Common Stock | 2,900 | 15.83 | 45.9K | 47,331 | D | ↗ |
| 2025-04-11 | Foster Michael T | Director | M-Exempt | A | Common Stock | 11,250 | 11.77 | 132.4K | 335,672 | D | ↗ |
| 2025-04-04 | Allin Philip W | Director | M-Exempt | A | Common Stock | 11,250 | 11.77 | 132.4K | 28,062 | D | ↗ |
| 2025-02-21 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 1,184 | 17.60 | 20.8K | 276,580 | I | ↗ |
| 2025-02-20 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 178 | 18.65 | 3.3K | 315,238 | D | ↗ |
| 2025-02-04 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 122 | 18.65 | 2.3K | 111,520 | I | ↗ |
| 2025-02-03 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 500 | 18.60 | 9.3K | 111,398 | I | ↗ |
| 2025-01-31 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 400 | 19.10 | 7.6K | 203,540 | D | ↗ |
| 2025-01-21 | Peden Andrew | Officer | F-InKind | D | Common Stock | 71 | 19.88 | 1.4K | 23,178 | D | ↗ |
| 2025-01-21 | Carstater Kent | Officer | F-InKind | D | Common Stock | 213 | 19.88 | 4.2K | 43,131 | D | ↗ |
| 2025-01-19 | Peden Andrew | Officer | F-InKind | D | Common Stock | 96 | 19.00 | 1.8K | 23,249 | D | ↗ |
| 2025-01-19 | Carstater Kent | Officer | F-InKind | D | Common Stock | 241 | 19.00 | 4.6K | 43,344 | D | ↗ |
| 2025-01-02 | Kinney Jonathan Craig | Director | M-Exempt | D | Stock Options (right to buy) | 5,800 | 11.77 | 68.3K | 0 | D | ↗ |
| 2024-12-30 | Kinney Jonathan Craig | Director | M-Exempt | A | Common Stock | 1,200 | 11.77 | 14.1K | 182,988 | D | ↗ |
| 2024-12-20 | Peden Andrew | Officer | F-InKind | D | Common Stock | 150 | 21.50 | 3.2K | 23,345 | D | ↗ |
| 2024-12-20 | Carstater Kent | Officer | F-InKind | D | Common Stock | 264 | 21.50 | 5.7K | 43,585 | D | ↗ |
| 2024-12-19 | Peden Andrew | Officer | F-InKind | D | Common Stock | 102 | 21.00 | 2.1K | 23,495 | D | ↗ |
| 2024-12-19 | Carstater Kent | Officer | F-InKind | D | Common Stock | 128 | 21.00 | 2.7K | 43,849 | D | ↗ |
| 2024-12-19 | Bell Kelly Jo | Officer | F-InKind | D | Common Stock | 37 | 21.00 | 777.00 | 1,398 | D | ↗ |
| 2024-12-17 | Peden Andrew | Officer | A-Award | A | Common Stock | 3,219 | 0.00 | — | 23,597 | D | ↗ |
| 2024-12-17 | Nguonly Lim | Director | A-Award | A | Common Stock | 1,610 | 0.00 | — | 64,375 | D | ↗ |
| 2024-12-17 | Mahan Oscar Leland | Director | A-Award | A | Common Stock | 1,610 | 0.00 | — | 89,155 | D | ↗ |
| 2024-12-17 | Kinney Jonathan Craig | Director | A-Award | A | Common Stock | 1,840 | 0.00 | — | 181,788 | D | ↗ |
| 2024-12-17 | Garg Subhash | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-17 | GARCIA MICHAEL A | Director | A-Award | A | Common Stock | 1,610 | 0.00 | — | 21,187 | D | ↗ |
| 2024-12-17 | Foster Michael T | Director | A-Award | A | Common Stock | 1,610 | 0.00 | — | 324,422 | D | ↗ |
| 2024-12-17 | Chase Philip | Director | A-Award | A | Common Stock | 1,610 | 0.00 | — | 19,124 | D | ↗ |
| 2024-12-17 | Carstater Kent | Officer | A-Award | A | Common Stock | 3,449 | 0.00 | — | 43,977 | D | ↗ |
| 2024-12-17 | Bell Kelly Jo | Officer | A-Award | A | Common Stock | 460 | 0.00 | — | 1,435 | D | ↗ |
| 2024-12-17 | BERGSTROM CHRISTOPHER W | Director / Officer | A-Award | A | Common Stock | 4,598 | 0.00 | — | 65,365 | D | ↗ |
| 2024-12-17 | Allin Philip W | Director | A-Award | A | Common Stock | 1,610 | 0.00 | — | 16,812 | D | ↗ |
| 2024-12-11 | Nguonly Lim | Director | S-Sale | D | Common Stock | 1,352 | 22.75 | 30.8K | 62,765 | D | ↗ |
| 2024-12-10 | Nguonly Lim | Director | S-Sale | D | Common Stock | 2,648 | 22.75 | 60.2K | 64,117 | D | ↗ |
| 2024-11-25 | Nguonly Lim | Director | S-Sale | D | Common Stock | 6,000 | 24.00 | 144.0K | 66,765 | D | ↗ |
| 2024-11-20 | Mahan Oscar Leland | Director | S-Sale | D | Common Stock | 105 | 22.16 | 2.3K | 97,349 | D | ↗ |
| 2024-11-19 | Mahan Oscar Leland | Director | S-Sale | D | Common Stock | 15 | 23.86 | 357.90 | 100,847 | D | ↗ |
| 2024-11-18 | Mahan Oscar Leland | Director | S-Sale | D | Common Stock | 200 | 24.46 | 4.9K | 103,893 | D | ↗ |
| 2024-11-15 | Kinney Jonathan Craig | Director | S-Sale | D | Common Stock | 10 | 24.28 | 242.80 | 45,322 | I | ↗ |
| 2024-09-10 | Kinney Jonathan Craig | Director | M-Exempt | A | Common Stock | 1,000 | 11.77 | 11.8K | 179,948 | — | ↗ |
| 2024-08-08 | Kinney Jonathan Craig | Director | M-Exempt | A | Common Stock | 17 | 11.77 | 200.09 | 178,948 | — | ↗ |
| 2024-08-07 | Kinney Jonathan Craig | Director | M-Exempt | A | Common Stock | 1,983 | 11.77 | 23.3K | 178,931 | — | ↗ |
| 2024-08-01 | Kinney Jonathan Craig | Director | M-Exempt | A | Common Stock | 1,250 | 11.77 | 14.7K | 176,948 | — | ↗ |
| 2024-06-24 | Chase Philip | Director | M-Exempt | A | Stock Options (right to buy) | 11,250 | 11.77 | 132.4K | 0 | D | ↗ |
| 2024-06-11 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 200 | 16.52 | 3.3K | 110,398 | — | ↗ |
| 2024-06-07 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 300 | 16.90 | 5.1K | 110,159 | — | ↗ |
| 2024-06-06 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 250 | 16.80 | 4.2K | 109,859 | — | ↗ |
| 2024-06-04 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 11 | 16.80 | 184.80 | 109,609 | — | ↗ |
| 2024-05-29 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 400 | 16.80 | 6.7K | 109,598 | — | ↗ |
| 2024-05-20 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 370 | 16.91 | 6.3K | 275,396 | — | ↗ |
| 2024-05-16 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 300 | 17.02 | 5.1K | 108,998 | — | ↗ |
| 2024-05-13 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 500 | 16.50 | 8.3K | 175,398 | — | ↗ |
| 2024-05-10 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 181 | 17.55 | 3.2K | 174,898 | — | ↗ |
| 2024-05-08 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 100 | 17.50 | 1.8K | 174,717 | — | ↗ |
| 2024-05-01 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 260 | 16.50 | 4.3K | 108,398 | — | ↗ |
| 2024-04-30 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 40 | 16.50 | 660.00 | 108,138 | — | ↗ |
| 2024-04-29 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 800 | 17.20 | 13.8K | 173,598 | — | ↗ |
| 2024-04-09 | Nguonly Lim | Director | M-Exempt | A | Common Stock | 11,250 | 11.77 | 132.4K | 72,765 | — | ↗ |
| 2023-12-21 | Carstater Kent | Officer | F-InKind | D | Common Stock | 154 | 23.50 | 3.6K | 40,682 | — | ↗ |
| 2023-12-20 | Carstater Kent | Officer | F-InKind | D | Common Stock | 110 | 23.70 | 2.6K | 40,836 | — | ↗ |
| 2023-12-19 | Peden Andrew | Officer | A-Award | A | Common Stock | 1,691 | 0.00 | — | 20,378 | — | ↗ |
| 2023-12-19 | Nguonly Lim | Director | A-Award | A | Common Stock | 1,480 | 0.00 | — | 61,515 | — | ↗ |
| 2023-12-19 | Mahan Oscar Leland | Director | A-Award | A | Common Stock | 1,480 | 0.00 | — | 107,545 | — | ↗ |
| 2023-12-19 | Kinney Jonathan Craig | Director | A-Award | A | Common Stock | 1,691 | 0.00 | — | 171,598 | — | ↗ |
| 2023-12-19 | Garg Subhash | Director | A-Award | A | Common Stock | 1,480 | 0.00 | — | 40,702 | — | ↗ |
| 2023-12-19 | GARCIA MICHAEL A | Director | A-Award | A | Common Stock | 1,480 | 0.00 | — | 19,577 | — | ↗ |
| 2023-12-19 | Foster Michael T | Director | A-Award | A | Common Stock | 1,480 | 0.00 | — | 322,812 | — | ↗ |
| 2023-12-19 | Chase Philip | Director | A-Award | A | Common Stock | 1,480 | 0.00 | — | 17,514 | — | ↗ |
| 2023-12-19 | Carstater Kent | Officer | A-Award | A | Common Stock | 2,114 | 0.00 | — | 40,946 | — | ↗ |
| 2023-12-19 | Bell Kelly Jo | Officer | A-Award | A | Common Stock | 600 | 0.00 | — | 975 | — | ↗ |
| 2023-12-19 | Allin Philip W | Director | A-Award | A | Common Stock | 1,480 | 0.00 | — | 15,202 | — | ↗ |
| 2023-10-26 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 300 | 17.20 | 5.2K | 106,917 | — | ↗ |
| 2023-08-08 | Nguonly Lim | Director | S-Sale | D | Common Stock | 2,289 | 20.00 | 45.8K | 60,035 | — | ↗ |
| 2023-08-08 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 494 | 19.70 | 9.7K | 169,907 | — | ↗ |
| 2023-08-07 | Nguonly Lim | Director | S-Sale | D | Common Stock | 211 | 20.00 | 4.2K | 62,324 | — | ↗ |
| 2023-08-07 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 6 | 19.70 | 118.20 | 106,117 | — | ↗ |
| 2023-08-04 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 500 | 19.65 | 9.8K | 106,111 | — | ↗ |
| 2023-07-28 | Nguonly Lim | Director | S-Sale | D | Common Stock | 261 | 19.34 | 5.0K | 62,974 | — | ↗ |
| 2023-07-28 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 200 | 19.70 | 3.9K | 105,611 | — | ↗ |
| 2023-07-27 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 300 | 19.00 | 5.7K | 105,411 | — | ↗ |
| 2023-05-10 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 500 | 17.21 | 8.6K | 104,611 | — | ↗ |
| 2023-05-05 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 400 | 17.20 | 6.9K | 103,711 | — | ↗ |
| 2023-05-04 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 600 | 17.35 | 10.4K | 103,111 | — | ↗ |
| 2023-05-01 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 400 | 17.85 | 7.1K | 102,511 | — | ↗ |
| 2023-04-28 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 700 | 18.35 | 12.8K | 102,111 | — | ↗ |
| 2023-04-27 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 800 | 18.30 | 14.6K | 101,411 | — | ↗ |
| 2023-03-16 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 800 | 23.00 | 18.4K | 100,611 | — | ↗ |
| 2023-03-15 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 500 | 22.43 | 11.2K | 99,811 | — | ↗ |
| 2023-03-14 | Kinney Jonathan Craig | Director | P-Purchase | A | Common Stock | 300 | 21.89 | 6.6K | 93,711 | — | ↗ |
| 2023-02-17 | Nguonly Lim | Director | S-Sale | D | Common Stock | 1 | 27.00 | 27.00 | 65,035 | — | ↗ |
| 2023-02-16 | Nguonly Lim | Director | S-Sale | D | Common Stock | 16 | 27.00 | 432.00 | 65,036 | — | ↗ |
| 2023-02-06 | Nguonly Lim | Director | S-Sale | D | Common Stock | 101 | 28.00 | 2.8K | 65,052 | — | ↗ |
| 2022-12-20 | Peden Andrew | Director / Officer | A-Award | A | Common Stock | 1,452 | 0.00 | — | 18,687 | — | ↗ |
| 2022-12-20 | Nguonly Lim | Director | A-Award | A | Common Stock | 1,561 | 0.00 | — | 65,153 | — | ↗ |
| 2022-12-20 | Mahan Oscar Leland | Director | A-Award | A | Common Stock | 1,561 | 0.00 | — | 106,065 | — | ↗ |
| 2022-12-20 | Kinney Jonathan Craig | Director | A-Award | A | Common Stock | 1,815 | 0.00 | — | 169,413 | — | ↗ |
| 2022-12-20 | Gordon Ronald J | Director | A-Award | A | Common Stock | 1,561 | 0.00 | — | 151,373 | — | ↗ |
| 2022-12-20 | Garg Subhash | Director | A-Award | A | Common Stock | 1,561 | 0.00 | — | 39,222 | — | ↗ |
| 2022-12-20 | GARCIA MICHAEL A | Director | A-Award | A | Common Stock | 1,561 | 0.00 | — | 18,097 | — | ↗ |
| 2022-12-20 | Foster Michael T | Director | A-Award | A | Common Stock | 1,561 | 0.00 | — | 321,332 | — | ↗ |
| 2022-12-20 | Chase Philip | Director | A-Award | A | Common Stock | 1,561 | 0.00 | — | 16,034 | — | ↗ |
| 2022-12-20 | Carstater Kent | Director / Officer | A-Award | A | Common Stock | 1,815 | 0.00 | — | 38,832 | — | ↗ |
| 2022-12-20 | BERGSTROM CHRISTOPHER W | Director / Officer | A-Award | A | Common Stock | 5,445 | 0.00 | — | 60,767 | — | ↗ |
| 2022-12-20 | Allin Philip W | Director | A-Award | A | Common Stock | 1,561 | 0.00 | — | 13,722 | — | ↗ |
| 2022-11-18 | Nguonly Lim | Director | S-Sale | D | Common Stock | 574 | 29.00 | 16.6K | 63,592 | — | ↗ |
| 2022-11-15 | Nguonly Lim | Director | S-Sale | D | Common Stock | 1,060 | 29.00 | 30.7K | 64,166 | — | ↗ |
| 2022-11-10 | Chase Philip | Director | S-Sale | D | Common Stock | 3,152 | 28.56 | 90.0K | 74,920 | — | ↗ |
| 2022-11-08 | Chase Philip | Director | S-Sale | D | Common Stock | 2 | 28.52 | 57.04 | 78,072 | — | ↗ |
| 2022-11-07 | Chase Philip | Director | S-Sale | D | Common Stock | 1,846 | 29.11 | 53.7K | 78,074 | — | ↗ |
| 2022-11-04 | BERGSTROM CHRISTOPHER W | Director / Officer | M-Exempt | D | Stock Options (right to buy) | 15,000 | 0.00 | — | 0 | — | ↗ |
| 2022-08-12 | Nguonly Lim | Director | S-Sale | D | Common Stock | 10,000 | 27.40 | 274.0K | 65,226 | — | ↗ |
| 2022-08-01 | Nguonly Lim | Director | S-Sale | D | Common Stock | 12 | 26.50 | 318.00 | 80,214 | — | ↗ |
| 2022-06-15 | Gordon Ronald J | Director | M-Exempt | A | Common Stock | 9,375 | 6.00 | 56.3K | 149,812 | — | ↗ |
| 2022-06-07 | Allin Philip W | Director | M-Exempt | D | Stock Options (right to buy) | 9,375 | 0.00 | — | 0 | — | ↗ |
| 2022-06-03 | Nguonly Lim | Director | S-Sale | D | Common Stock | 10 | 27.53 | 275.30 | 84,196 | — | ↗ |
| 2022-06-01 | Bell Kelly Jo | Officer | — | D | Common Stock | 0 | 0.00 | — | 375 | — | ↗ |
| 2022-05-27 | DODSON CARL E | Director / Officer | S-Sale | D | Common Stock | 2,000 | 27.84 | 55.7K | 23,000 | — | ↗ |
| 2022-05-26 | DODSON CARL E | Director / Officer | S-Sale | D | Common Stock | 500 | 27.42 | 13.7K | 26,500 | — | ↗ |
| 2022-05-26 | Chase Philip | Director | S-Sale | D | Common Stock | 15 | 27.87 | 418.05 | 79,920 | — | ↗ |
| 2022-05-24 | Nguonly Lim | Director | M-Exempt | D | Stock Options (right to buy) | 9,375 | 0.00 | — | 0 | — | ↗ |
| 2022-05-24 | DODSON CARL E | Director / Officer | S-Sale | D | Common Stock | 200 | 27.47 | 5.5K | 27,925 | — | ↗ |
| 2022-05-18 | DODSON CARL E | Director / Officer | S-Sale | D | Common Stock | 2,500 | 27.50 | 68.8K | 29,853 | — | ↗ |
| 2022-05-17 | Nguonly Lim | Director | S-Sale | D | Common Stock | 2,000 | 26.00 | 52.0K | 84,651 | — | ↗ |
| 2022-05-13 | DODSON CARL E | Director / Officer | S-Sale | D | Common Stock | 2,500 | 25.20 | 63.0K | 32,353 | — | ↗ |
| 2022-05-10 | Foster Michael T | Director | M-Exempt | A | Common Stock | 9,375 | 6.00 | 56.3K | 319,771 | — | ↗ |
| 2022-05-03 | DODSON CARL E | Director / Officer | S-Sale | D | Common Stock | 405 | 24.09 | 9.8K | 54,500 | — | ↗ |
| 2022-05-02 | DODSON CARL E | Director / Officer | S-Sale | D | Common Stock | 1,000 | 22.39 | 22.4K | 57,905 | — | ↗ |
| 2022-04-26 | Ridenour William | Officer | — | D | Common Stock | 0 | 0.00 | — | 132,432 | — | ↗ |
| 2022-04-26 | Peden Andrew | Officer | — | D | Common Stock | 0 | 0.00 | — | 17,235 | — | ↗ |
| 2022-04-26 | Nguonly Lim | Director | — | D | Common Stock | 0 | 0.00 | — | 86,651 | — | ↗ |
| 2022-04-26 | Mahan Oscar Leland | Director | — | D | Common Stock | 0 | 0.00 | — | 104,504 | — | ↗ |
| 2022-04-26 | Kinney Jonathan Craig | Director | — | I | Common Stock | 0 | 0.00 | — | 275,026 | — | ↗ |
| 2022-04-26 | Gordon Ronald J | Director | — | D | Common Stock | 0 | 0.00 | — | 140,437 | — | ↗ |
| 2022-04-26 | Garg Subhash | Director | — | I | Common Stock | 0 | 0.00 | — | 28,125 | — | ↗ |
| 2022-04-26 | GARCIA MICHAEL A | Director | — | D | Common Stock | 0 | 0.00 | — | 16,536 | — | ↗ |
| 2022-04-26 | Foster Michael T | Director | — | D | Common Stock | 0 | 0.00 | — | 310,396 | — | ↗ |
| 2022-04-26 | Edelman Jean | Director | — | D | Common Stock | 0 | 0.00 | — | 321,493 | — | ↗ |
| 2022-04-26 | DODSON CARL E | Officer | — | — | Common Stock | 0 | 0.00 | — | 84,290 | I | ↗ |
| 2022-04-26 | Chase Philip | Director | — | D | Common Stock | 0 | 0.00 | — | 14,473 | — | ↗ |
| 2022-04-26 | Carstater Kent | Officer | — | D | Common Stock | 0 | 0.00 | — | 37,017 | — | ↗ |
| 2022-04-26 | BERGSTROM CHRISTOPHER W | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 49,252 | — | ↗ |
| 2022-04-26 | Allin Philip W | Director | — | D | Common Stock | 0 | 0.00 | — | 2,786 | — | ↗ |
| 2021-04-30 | BERGSTROM CHRISTOPHER W | Director / Officer | — | D | Stock Options (right to buy) | 15,000 | 17.36 | 260.4K | 0 | — | ↗ |
| 2021-04-28 | Ridenour William | Officer | — | D | Stock Options (right to buy) | 37,500 | 11.77 | 441.4K | 0 | — | ↗ |
| 2020-04-28 | Nguonly Lim | Director | — | D | Stock Options (right to buy) | 11,250 | 11.77 | 132.4K | 0 | — | ↗ |
| 2020-04-28 | Mahan Oscar Leland | Director | — | D | Stock Options (right to buy) | 10,250 | 11.77 | 120.6K | 0 | — | ↗ |
| 2020-04-28 | Kinney Jonathan Craig | Director | — | D | Stock Options (right to buy) | 11,250 | 11.77 | 132.4K | 0 | — | ↗ |
| 2020-04-28 | Gordon Ronald J | Director | — | D | Stock Options (right to buy) | 11,250 | 11.77 | 132.4K | 0 | — | ↗ |
| 2020-04-28 | Foster Michael T | Director | — | D | Stock Options (right to buy) | 11,250 | 11.77 | 132.4K | 0 | — | ↗ |
| 2020-04-28 | DODSON CARL E | Officer | — | D | Stock Options (right to buy) | 37,500 | 11.77 | 441.4K | 0 | — | ↗ |
| 2020-04-28 | Chase Philip | Director | — | D | Stock Options (right to buy) | 11,250 | 11.77 | 132.4K | 0 | — | ↗ |
| 2020-04-28 | Allin Philip W | Director | — | D | Stock Options (right to buy) | 11,250 | 11.77 | 132.4K | 0 | — | ↗ |
| 2016-06-26 | Nguonly Lim | Director | — | D | Stock Options (right to buy) | 9,375 | 6.00 | 56.3K | 0 | — | ↗ |
| 2016-06-26 | Gordon Ronald J | Director | — | D | Stock Options (right to buy) | 9,375 | 6.00 | 56.3K | 0 | — | ↗ |
| 2016-06-26 | Foster Michael T | Director | — | D | Stock Options (right to buy) | 9,375 | 6.00 | 56.3K | 0 | — | ↗ |
| 2016-06-26 | Allin Philip W | Director | — | D | Stock Options (right to buy) | 9,375 | 6.00 | 56.3K | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
201.3K
Shares Outstanding
14.21M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Christopher W. Bergstrom, President & Chief Executive Officer | 800.0K | 550.0K | 200.0K | — | — | 43.3K | 1.59M | 12.55% | ↗ |
| 2 | 2025 | Kent D. Carstater, Senior Executive Vice President – Chief Financial Officer | 380.0K | 235.0K | 65.0K | — | — | 20.2K | 700.2K | 9.28% | ↗ |
| 3 | 2025 | Andrew J. Peden, Senior Executive Vice President – Chief Banking Officer | 375.0K | 235.0K | 50.0K | — | — | 36.4K | 696.4K | 7.18% | ↗ |
| 4 | 2024 | Christopher W. Bergstrom, President & Chief Executive Officer | 775.0K | 300.0K | 92.3K | — | — | 219.4K | 1.39M | 6.66% | ↗ |
| 5 | 2024 | Kent D. Carstater, Senior Executive Vice President – Chief Financial Officer | 360.0K | 160.0K | 69.3K | — | — | 19.3K | 608.5K | 11.38% | ↗ |
| 6 | 2024 | Andrew J. Peden, Senior Executive Vice President – Chief Banking Officer | 360.0K | 130.0K | 64.6K | — | — | 35.1K | 589.7K | 10.96% | ↗ |
| 7 | 2023 | Christopher W. Bergstrom, President & Chief Executive Officer | 740.0K | 500.0K | — | — | — | 170.1K | 1.41M | 0.00% | ↗ |
| 8 | 2023 | Kent D. Carstater, Senior Executive Vice President – Chief Financial Officer | 345.0K | 180.0K | 47.7K | — | — | 18.8K | 591.5K | 8.06% | ↗ |
| 9 | 2023 | Andrew J. Peden, Senior Executive Vice President – Chief Banking Officer | 345.0K | 165.0K | 38.1K | — | — | 34.4K | 582.5K | 6.55% | ↗ |
| 10 | 2022 | Christopher W. Bergstrom, President & Chief Executive Officer | 685.0K | 765.0K | 150.0K | — | — | 345.9K | 1.95M | 7.71% | ↗ |
| 11 | 2022 | Andrew J. Peden, Senior Executive Vice President – Chief Banking Officer | 324.6K | 235.0K | 40.0K | — | — | 33.3K | 632.9K | 6.32% | ↗ |
| 12 | 2022 | Kent D. Carstater, Senior Executive Vice President – Chief Financial Officer | 320.4K | 235.0K | 50.0K | — | — | 19.9K | 625.4K | 8.00% | ↗ |
| 13 | 2021 | Christopher W. Bergstrom, President & Chief Executive Officer | 650.0K | 685.0K | 150.0K | — | — | 290.4K | 1.78M | 8.45% | ↗ |
| 14 | 2021 | Carl E. Dodson, Senior Executive Vice President — Chief Operating Officer & Chief Risk Officer | 370.0K | 250.0K | — | — | — | 113.9K | 733.9K | 0.00% | ↗ |
| 15 | 2021 | William J. Ridenour, Senior Executive Vice President – Chief Banking Officer | 370.0K | 155.0K | — | — | — | 186.3K | 711.3K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Christopher W. Bergstrom | President, Chief Executive Officer & Director | 1M | male |
| Kent D. Carstater | Senior Executive Vice President & Chief Financial Officer | 539.3K | male |
| Andrew J. Peden | Senior Executive Vice President & Chief of Banking Officer | 525.1K | male |
| Kelly J. Bell | Executive Vice President & Chief Operating Officer | — | female |
| Melanie Williams | Senior Vice President & Director of Human Resources | — | — |
| Michael Bell | Chief Accounting Officer | — | male |
| Patrick Runge | Senior Vice President & Chief Technology Officer | — | male |
| Paul Beattie | Senior VP & Chief Credit Officer | — | — |
| Shannon Rones | Executive VP & Chief Marketing Officer | — | female |
| Sheila Yosufy | Executive Vice President & Director of Sales | — | female |
| Veronica Wilson | Senior Vice President & Director of Human Resources | — | female |
| Edward S. Harrington | Regional President of MD/DC | — | male |
ESG Rating
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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Community Opinion for JMSB
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.
