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Lakeland Financial Corporation (LKFN)

USD61.86 +1.30 (+2.15%)
US NASDAQ Financial Services Banks - Regional
Address 202 East Center Street 46581-1387
Warsaw, IN, US
CEO David Findlay
IPO 1997-08-14
CIK 721994 ISIN US5116561003

Explore sections of this company profile

Description

Lakeland Financial Corporation serves as the parent organization for Lake City Bank, offering a broad spectrum of banking and financial solutions. The company manages various deposit accounts, including non-interest-bearing and interest-bearing checking, savings, money market, NOW, and demand deposits. Its lending portfolio is diverse, providing commercial and industrial loans, financing for commercial real estate and multi-family residences, agri-business and agricultural loans, and a variety of consumer loans, such as 1-4 family mortgages. Beyond traditional banking, Lakeland Financial offers retail and merchant credit card services, advanced corporate treasury management, wealth advisory, and trust administration. It also facilitates retail brokerage, featuring investment vehicles like annuities and life insurance, and supports clients with mobile business banking and online treasury management platforms. The firm caters to a wide range of sectors, including commercial real estate, manufacturing, agriculture, construction, retail, wholesale, finance and insurance, hospitality, and healthcare industries. Established in 1872, Lakeland Financial Corporation is headquartered in Warsaw, Indiana. As of December 31, 2021, it operated an extensive network of 51 branches across fifteen counties, with 45 located in northern Indiana and six in central Indiana.

News Sentiment (7d)
71 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD61.86 +1.30 (+2.15%)
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Volume Profile
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Liquidity & share structure
Average Volume
182.7K
Beta
0.73
Float Shares
24.06M
Free Float %
96.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.81% +1.03% +0.18% +4.37% +4.07% +6.26% +1.27% +16.98% -1.77% +85.36% +1,894.41%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (10 ratings, all time) Hold
Price Targets & DCF
Current price
61.86
Low 66.00 +6.7%
Consensus 66.00 +6.7%
Median 66.00 +6.7%
High 66.00 +6.7%
DCF (Unlevered) 63.92 +3.3%
DCF (Levered) 80.15 +29.6%

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) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 -1
Buy 0 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
67.00
+8.3%
All Time 4
68.00
+9.9%
Quality scores
Altman Z-Score
0.43
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    -1.9% Q1'26: +3.5% (vs Q1'25)
  • EPS growth
    +10.5% Q1'26: +33.3% (vs Q1'25)
  • FCF margin
    Q1'26: +28.5% (vs Q1'25)
  • EBIT margin
    Q1'26: +31.0% (vs Q1'25)
  • ROIC
    Q1'26: +14.0% (vs Q1'25)
  • Share dilution
    +0.0% Q1'26: -1.2% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 0.58× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.74) × ERP
WACC = 89% × Ke + 11% × Kd (82.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 63.92 Current price: 61.86
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2002
actual
Dec 2003
actual
Dec 2004
actual
Dec 2005
actual
Dec 2006
actual
Dec 2007
actual
Dec 2008
actual
Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
3 EPS Ana.
Dec 2027
2 Rev. Ana.
3 EPS Ana.
Revenue
79.20M
est: 54.91M (+44.2%)
78.76M
est: 57.32M (+37.4%)
76.56M
est: 61.87M (+23.8%)
98.33M
est: 66.45M (+48.0%)
123.82M
est: 72.69M (+70.3%)
137.55M
est: 78.12M (+76.1%)
141.81M
est: 83.75M (+69.3%)
138.59M
est: 99.56M (+39.2%)
141.10M
est: 133.91M (+5.4%)
140.44M
est: 112.21M (+25.2%)
135.19M
est: 109.73M (+23.2%)
132.84M
est: 117.33M (+13.2%)
141.17M
est: 134.71M (+4.8%)
146.43M
est: 138.90M (+5.4%)
163.67M
est: 152.28M (+7.5%)
193.51M
est: 173.72M (+11.4%)
229.59M
est: 191.88M (+19.6%)
249.80M
est: 200.90M (+24.3%)
228.08M
est: 208.47M (+9.4%)
237.94M
est: 227.07M (+4.8%)
281.43M
est: 247.92M (+13.5%)
393.13M
est: 243.10M (+61.7%)
430.00M
est: 244.67M (+75.7%)
421.71M
est: 271.95M (+55.1%)
291.84M
291.49M – 292.38M
+7.3% YoY
305.85M
305.49M – 306.43M
+4.8% YoY
EBITDA
23.56M
est: 44.66M (-47.3%)
25.28M
est: 40.91M (-38.2%)
28.29M
est: 46.70M (-39.4%)
32.66M
est: 61.36M (-46.8%)
32.29M
est: 29.84M (+8.2%)
29.92M
est: 32.08M (-6.7%)
31.05M
est: 82.81M (-62.5%)
30.31M
est: 64.06M (-52.7%)
39.65M
est: 78.20M (-49.3%)
48.31M
est: 75.12M (-35.7%)
56.15M
est: 80.23M (-30.0%)
62.02M
est: 76.63M (-19.1%)
70.13M
est: 86.53M (-19.0%)
73.51M
est: 89.11M (-17.5%)
82.04M
est: 97.27M (-15.6%)
95.35M
est: 118.59M (-19.6%)
105.10M
est: 147.65M (-28.8%)
113.84M
est: 161.82M (-29.6%)
110.69M
est: 108.10M (+2.4%)
125.83M
est: 137.74M (-8.6%)
131.94M
est: 146.07M (-9.7%)
116.51M
est: 91.25M (+27.7%)
117.64M
est: 91.84M (+28.1%)
130.37M
est: 102.08M (+27.7%)
109.54M
109.41M – 109.75M
+7.3% YoY
114.80M
114.67M – 115.02M
+4.8% YoY
EBIT
18.89M
est: 21.24M (-11.1%)
20.69M
est: 22.17M (-6.7%)
21.85M
est: 23.93M (-8.7%)
27.44M
est: 25.71M (+6.7%)
28.24M
est: 28.12M (+0.4%)
27.58M
est: 30.22M (-8.7%)
28.91M
est: 32.40M (-10.8%)
27.85M
est: 38.51M (-27.7%)
36.78M
est: 51.80M (-29.0%)
45.38M
est: 43.41M (+4.5%)
52.58M
est: 42.45M (+23.9%)
58.40M
est: 45.39M (+28.7%)
66.19M
est: 52.11M (+27.0%)
69.20M
est: 53.73M (+28.8%)
77.22M
est: 58.90M (+31.1%)
89.63M
est: 67.20M (+33.4%)
98.94M
est: 74.23M (+33.3%)
107.39M
est: 77.71M (+38.2%)
103.88M
est: 80.64M (+28.8%)
117.44M
est: 87.84M (+33.7%)
125.16M
est: 95.91M (+30.5%)
110.33M
est: 86.37M (+27.7%)
111.69M
est: 86.93M (+28.5%)
125.58M
est: 96.63M (+30.0%)
103.69M
103.57M – 103.89M
+7.3% YoY
108.67M
108.54M – 108.87M
+4.8% YoY
Net Income
12.37M
est: 11.94M (+3.6%)
13.87M
est: 13.08M (+6.0%)
14.55M
est: 15.04M (-3.3%)
17.96M
est: 17.55M (+2.3%)
18.72M
est: 19.26M (-2.8%)
19.21M
est: 19.74M (-2.7%)
19.70M
est: 18.82M (+4.7%)
18.98M
est: 18.17M (+4.4%)
24.54M
est: 27.44M (-10.6%)
30.66M
est: 29.68M (+3.3%)
35.39M
est: 34.30M (+3.2%)
38.84M
est: 37.55M (+3.4%)
43.81M
est: 44.51M (-1.6%)
46.37M
est: 45.83M (+1.2%)
52.08M
est: 49.41M (+5.4%)
57.33M
est: 54.01M (+6.1%)
80.41M
est: 77.73M (+3.4%)
87.05M
est: 80.91M (+7.6%)
84.34M
est: 64.52M (+30.7%)
95.73M
est: 93.56M (+2.3%)
103.82M
est: 101.73M (+2.0%)
93.77M
est: 101.38M (-7.5%)
93.48M
est: 92.25M (+1.3%)
103.36M
est: 100.65M (+2.7%)
111.96M
111.74M – 112.18M
+11.2% YoY
116.66M
116.43M – 116.89M
+4.2% YoY
SGA
18.50M
est: 17.96M (+3.0%)
19.83M
est: 18.78M (+5.6%)
19.67M
est: 20.40M (-3.5%)
20.54M
est: 20.10M (+2.2%)
22.38M
est: 23.03M (-2.8%)
23.82M
est: 24.61M (-3.2%)
31.45M
est: 24.93M (+26.2%)
33.16M
est: 31.79M (+4.3%)
30.53M
est: 38.56M (-20.8%)
36.89M
est: 35.54M (+3.8%)
38.94M
est: 33.14M (+17.5%)
41.77M
est: 39.48M (+5.8%)
43.66M
est: 44.45M (-1.8%)
44.14M
est: 43.63M (+1.2%)
46.99M
est: 44.83M (+4.8%)
51.85M
est: 49.17M (+5.5%)
54.41M
est: 53.31M (+2.1%)
53.75M
est: 50.65M (+6.1%)
54.21M
est: 41.65M (+30.2%)
60.12M
est: 62.86M (-4.3%)
60.53M
est: 66.53M (-9.0%)
62.51M
est: 47.00M (+33.0%)
70.19M
est: 47.30M (+48.4%)
74.49M
est: 52.58M (+41.7%)
56.42M
56.35M – 56.53M
+7.3% YoY
59.13M
59.06M – 59.24M
+4.8% YoY
EPS
0.71
est: 0.64 (+10.9%)
0.79
est: 0.72 (+9.7%)
0.82
est: 0.86 (-4.7%)
1.00
est: 0.93 (+7.5%)
1.03
est: 1.07 (-3.7%)
1.05
est: 1.11 (-5.4%)
1.07
est: 0.97 (+10.3%)
0.85
est: 0.79 (+7.6%)
0.88
est: 1.12 (-21.4%)
1.26
est: 1.20 (+5.0%)
1.45
est: 1.36 (+6.6%)
1.57
est: 1.47 (+6.8%)
1.77
est: 1.80 (-1.7%)
1.86
est: 1.82 (+2.5%)
2.08
est: 2.04 (+2.0%)
2.28
est: 2.39 (-4.8%)
3.18
est: 3.09 (+3.0%)
3.40
est: 3.29 (+3.3%)
3.31
est: 3.15 (+5.2%)
3.76
est: 3.75 (+0.3%)
4.07
est: 4.16 (-2.0%)
3.66
est: 3.93 (-6.9%)
3.64
est: 3.59 (+1.5%)
4.02
est: 3.91 (+2.9%)
4.34
4.34 – 4.35
+11.2% YoY
4.53
4.52 – 4.54
+4.2% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-27 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-26 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-22 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-21 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-20 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-19 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-18 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-15 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-14 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-13 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-12 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-11 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-08 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-07 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-06 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-05 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-04 B+ 3/5 4/5 4/5 4/5 3/5 2/5 2/5
2026-05-01 A- 4/5 4/5 4/5 5/5 3/5 2/5 2/5
2026-04-30 A- 4/5 4/5 4/5 5/5 3/5 2/5 2/5
2026-04-29 A- 4/5 4/5 4/5 5/5 3/5 2/5 2/5
2026-04-28 A- 4/5 4/5 4/5 5/5 3/5 2/5 2/5
2026-04-27 B+ 3/5 4/5 4/5 5/5 1/5 2/5 2/5
2026-04-24 B+ 3/5 4/5 4/5 5/5 2/5 2/5 2/5
2026-04-23 B+ 3/5 4/5 4/5 5/5 2/5 2/5 2/5
2026-04-22 B+ 3/5 4/5 4/5 5/5 2/5 2/5 2/5
2026-04-21 B+ 3/5 4/5 4/5 5/5 2/5 2/5 2/5
2026-04-20 B+ 3/5 4/5 4/5 5/5 2/5 2/5 2/5
2026-04-17 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-16 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
106.11M
OE per share TTM
4.12
Owner's Yield
6.91%
Maintenance CapEx ratio
15.30%
Maint CapEx / Avg PPE
18.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
237
Total invested
1.20B
Insider transactions (90d)
12
Beneficial owners (>5%)
13
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 3.68M 14.50% 3.63M 3.68M HC Delaware 2022-01-27
2 2. 1.63M 6.40% 1.62M 1.63M IA New York 2024-02-07
3 The Vanguard Group - 23-1945930 1.59M 6.27% 21.7K 1.55M IA Pennsylvania For 2022-02-10
4 Edward C. Johnson 3d 1.55M 9.43% 1.55M IN United States of America 2014-02-14
5 FMR LLC 1.55M 9.43% 58.2K 1.55M HC Delaware 2014-02-14
6 Neuberger Berman Group LLC 1.47M 5.82% 1.46M 1.47M HC 2022-02-14
7 Neuberger Berman Investment Advisers LLC 1.47M 5.82% 1.46M 1.47M IA 2022-02-14
8 STATE STREET CORPORATION 1.28M 5.00% 153.1K HC MA 2024-10-16
9 Victory Capital Management Inc. 1.06M 4.21% 1.05M 1.06M IA New York 2022-02-02
10 BlackRock for purposes of Schedule 13G filings. 934.0K 5.90% 934.0K 934.0K HC Delaware 2010-01-29
11 04-3519872 873.9K 5.30% 703.9K 873.9K IA Delaware 2012-02-13
12 Columbia Wanger Asset Management, 873.9K 5.30% 703.9K 873.9K IA WITH 2013-02-14
13 2 870.7K 5.20% 692.9K 870.7K IA Delaware 2015-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
237
+9 vs prev Q
New positions
30
Closed positions
22
Increased
106
Reduced
89
Put/Call ratio
0.48
Calls held
8.9K
Puts held
4.3K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 3.56M +34.0K (+1.0%) 203.20M -23.2M (-10.3%) 13.90% +0.179 pp 0.00% -0.001 pp USD65.08 -12.3% 6 qtrs
2 VANGUARD GROUP INC 1.89M +20.0K (+1.1%) 107.72M -12.2M (-10.2%) 7.37% +0.103 pp 0.00% 0.000 pp USD44.34 +28.7% 84 qtrs
3 NEUBERGER BERMAN GROUP LLC 1.78M -105.8K (-5.6%) 101.73M -19.5M (-16.1%) 6.96% -0.388 pp 0.08% -0.013 pp USD59.67 -4.4% 35 qtrs
4 STATE STREET CORP 1.27M -52.5K (-4.0%) 72.70M -12.5M (-14.6%) 4.97% -0.187 pp 0.00% -0.001 pp USD56.47 +1.0% 51 qtrs
5 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.05M +15.6K (+1.5%) 59.87M -6.5M (-9.8%) 4.09% +0.075 pp 0.01% -0.001 pp USD60.35 -5.5% 67 qtrs
6 SILVERCREST ASSET MANAGEMENT GROUP LLC 724.9K -135.3K (-15.7%) 41.36M -13.9M (-25.1%) 2.83% -0.517 pp 0.28% -0.081 pp USD50.74 +12.5% 24 qtrs
7 DIMENSIONAL FUND ADVISORS LP 706.2K -20.0K (-2.8%) 40.30M -6.3M (-13.6%) 2.76% -0.068 pp 0.01% -0.002 pp USD27.47 +107.7% 51 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 617.8K -1.7K (-0.3%) 35.25M -4.5M (-11.4%) 2.41% +0.002 pp 0.00% 0.000 pp USD45.09 +26.5% 78 qtrs
9 COPELAND CAPITAL MANAGEMENT, LLC 615.7K -36.1K (-5.5%) 35.13M -6.7M (-16.0%) 2.40% -0.132 pp 0.78% -0.088 pp USD50.04 +14.0% 29 qtrs
10 NEUMEIER POMA INVESTMENT COUNSEL LLC 482.2K -11.2K (-2.3%) 27.52M -4.2M (-13.1%) 1.88% -0.037 pp 2.27% -0.319 pp USD53.94 +5.8% 45 qtrs
11 NFJ INVESTMENT GROUP, LLC 449.2K -25.8K (-5.4%) 25.63M -4.9M (-16.0%) 1.75% -0.095 pp 0.92% -0.126 pp USD58.43 -2.3% 11 qtrs
12 BOSTON TRUST WALDEN CORP 344.3K -29.0K (-7.8%) 19.65M -4.3M (-18.0%) 1.34% -0.108 pp 0.15% -0.028 pp USD64.20 -11.1% 2 qtrs
13 NORTHERN TRUST CORP 330.0K -16.2K (-4.7%) 18.83M -3.4M (-15.3%) 1.29% -0.059 pp 0.00% 0.000 pp USD30.18 +89.1% 51 qtrs
14 FULLER & THALER ASSET MANAGEMENT, INC. 327.4K -2.0K (-0.6%) 18.68M -2.5M (-11.7%) 1.28% -0.003 pp 0.06% -0.009 pp USD61.21 -6.8% 29 qtrs
15 BANK OF AMERICA CORP /DE/ 306.8K -14.2K (-4.4%) 17.51M -3.1M (-15.1%) 1.20% -0.051 pp 0.00% 0.000 pp USD61.73 -7.6% 52 qtrs
16 AMERIPRISE FINANCIAL INC 297.8K +21.9K (+7.9%) 16.99M -723.0K (-4.1%) 1.16% +0.089 pp 0.00% 0.000 pp USD54.98 +3.8% 55 qtrs
17 RAYMOND JAMES FINANCIAL INC 293.8K -30.4K (-9.4%) 16.84M -4.0M (-19.1%) 1.15% -0.114 pp 0.01% -0.002 pp USD68.39 -16.6% 5 qtrs
18 MORGAN STANLEY 254.1K +71.1K (+38.9%) 14.50M +2.8M (+23.4%) 0.99% +0.280 pp 0.00% +0.000 pp USD63.91 -10.7% 51 qtrs
19 GOLDMAN SACHS GROUP INC 251.5K +71.1K (+39.4%) 14.35M +2.8M (+23.9%) 0.98% +0.280 pp 0.00% +0.000 pp USD58.97 -3.2% 72 qtrs
20 BANK OF NEW YORK MELLON CORP 207.6K +12.0K (+6.2%) 11.85M -709.1K (-5.6%) 0.81% +0.050 pp 0.00% 0.000 pp USD50.79 +12.3% 66 qtrs
21 TIMUCUAN ASSET MANAGEMENT INC/FL 199.8K +— (+0.0%) 11.40M -1.4M (-11.1%) 0.78% +0.003 pp 0.37% -0.006 pp USD48.17 +18.5% 28 qtrs
22 FMR LLC 194.2K +38.8K (+25.0%) 11.08M +1.1M (+11.1%) 0.76% +0.154 pp 0.00% +0.000 pp USD60.10 -5.1% 50 qtrs
23 TWO SIGMA INVESTMENTS, LP 180.9K +68.7K (+61.2%) 10.32M +3.1M (+43.3%) 0.71% +0.270 pp 0.01% +0.004 pp USD59.15 -3.5% 19 qtrs
24 QUBE RESEARCH & TECHNOLOGIES LTD 173.4K +94.8K (+120.6%) 9.90M +4.8M (+96.1%) 0.68% +0.371 pp 0.01% +0.005 pp USD58.57 -2.6% 7 qtrs
25 KENNEDY CAPITAL MANAGEMENT LLC 159.2K +26.5K (+19.9%) 9.09M +563.0K (+6.6%) 0.62% +0.105 pp 0.19% +0.004 pp USD57.05 +0.0% 12 qtrs
26 APTUS CAPITAL ADVISORS, LLC 153.7K +669.0 (+0.4%) 8.77M -1.1M (-10.7%) 0.60% +0.005 pp 0.06% -0.009 pp USD63.24 -9.8% 29 qtrs
27 MONARCH CAPITAL MANAGEMENT INC/ 153.5K -473.0 (-0.3%) 8.76M -1.1M (-11.4%) 0.60% +0.000 pp 2.15% -0.271 pp USD15.45 +269.3% 105 qtrs
28 RENAISSANCE TECHNOLOGIES LLC 130.2K +71.6K (+122.2%) 7.43M +3.7M (+97.4%) 0.51% +0.280 pp 0.01% +0.007 pp USD58.13 -1.8% 15 qtrs
29 PRINCIPAL FINANCIAL GROUP INC 121.9K -1.5K (-1.2%) 6.95M -963.6K (-12.2%) 0.48% -0.004 pp 0.00% 0.000 pp USD68.83 -17.1% 37 qtrs
30 AMERICAN CENTURY COMPANIES INC 118.0K -8.2K (-6.5%) 6.73M -1.4M (-16.9%) 0.46% -0.031 pp 0.00% -0.001 pp USD62.52 -8.7% 24 qtrs
31 ENVESTNET ASSET MANAGEMENT INC 116.6K -12.0K (-9.3%) 6.65M -1.6M (-19.4%) 0.46% -0.045 pp 0.00% 0.000 pp USD56.32 +1.3% 28 qtrs
32 PROSHARE ADVISORS LLC 106.5K +10.2K (+10.6%) 6.08M -103.0K (-1.7%) 0.42% +0.041 pp 0.01% -0.002 pp USD61.27 -6.9% 9 qtrs
33 INVESCO LTD. 105.5K -2.6K (-2.4%) 6.02M -922.5K (-13.3%) 0.41% -0.009 pp 0.00% 0.000 pp USD65.34 -12.7% 57 qtrs
34 JANE STREET GROUP, LLC 98.4K +38.7K (+64.9%) 5.61M +1.8M (+46.5%) 0.38% +0.152 pp 0.00% +0.000 pp USD60.78 -6.1% 15 qtrs
35 TUDOR INVESTMENT CORP ET AL 94.9K +94.9K (+100.0%) 5.42M +5.4M (+100.0%) 0.37% +0.370 pp 0.01% +0.010 pp USD57.06 +0.0% 1 qtrs NEW
36 POINT72 ASSET MANAGEMENT, L.P. 88.9K +80.5K (+957.9%) 5.07M +4.5M (+840.3%) 0.35% +0.314 pp 0.01% +0.005 pp USD57.64 -1.0% 13 qtrs
37 PUBLIC SECTOR PENSION INVESTMENT BOARD 88.4K -11.1K (-11.2%) 5.04M -1.3M (-21.1%) 0.35% -0.042 pp 0.02% -0.007 pp USD65.74 -13.2% 18 qtrs
38 JPMORGAN CHASE & CO 84.2K -27.0K (-24.3%) 4.80M -2.3M (-32.7%) 0.33% -0.104 pp 0.00% 0.000 pp USD64.98 -12.2% 51 qtrs
39 NUVEEN, LLC 83.7K -1.2K (-1.4%) 4.78M -671.7K (-12.3%) 0.33% -0.003 pp 0.00% 0.000 pp USD59.56 -4.2% 4 qtrs
40 TWO SIGMA ADVISERS, LP 82.4K +43.4K (+111.3%) 4.70M +2.2M (+87.8%) 0.32% +0.170 pp 0.01% +0.004 pp USD58.76 -2.9% 4 qtrs
41 CITADEL ADVISORS LLC 82.1K +51.6K (+169.1%) 4.69M +2.7M (+139.1%) 0.32% +0.202 pp 0.00% +0.000 pp USD58.23 -2.0% 41 qtrs
42 MILLENNIUM MANAGEMENT LLC 82.1K +49.0K (+148.1%) 4.69M +2.6M (+120.5%) 0.32% +0.192 pp 0.00% +0.001 pp USD58.68 -2.8% 39 qtrs
43 WELLS FARGO & COMPANY/MN 81.4K +16.3K (+25.1%) 4.64M +466.9K (+11.2%) 0.32% +0.065 pp 0.00% +0.000 pp USD61.00 -6.5% 57 qtrs
44 AQR CAPITAL MANAGEMENT LLC 80.6K -38.0K (-32.0%) 4.60M -3.0M (-39.6%) 0.31% -0.147 pp 0.00% -0.003 pp USD62.12 -8.1% 56 qtrs
45 D. E. SHAW & CO., INC. 76.5K +23.2K (+43.5%) 4.37M +943.0K (+27.6%) 0.30% +0.091 pp 0.00% +0.001 pp USD58.85 -3.0% 7 qtrs
46 RHUMBLINE ADVISERS 74.3K -3.6K (-4.6%) 4.24M -761.2K (-15.2%) 0.29% -0.013 pp 0.00% -0.001 pp USD54.41 +4.9% 55 qtrs
47 LEGAL & GENERAL GROUP PLC 63.1K -5.2K (-7.7%) 3.60M -785.8K (-17.9%) 0.25% -0.020 pp 0.00% 0.000 pp USD66.30 -13.9% 46 qtrs
48 FIRST TRUST ADVISORS LP 56.8K +6.9K (+13.7%) 3.24M +35.0K (+1.1%) 0.22% +0.027 pp 0.00% +0.000 pp USD61.25 -6.8% 51 qtrs
49 VOLORIDGE INVESTMENT MANAGEMENT, LLC 50.5K -30.6K (-37.7%) 2.88M -2.3M (-44.7%) 0.20% -0.119 pp 0.01% -0.007 pp USD61.57 -7.3% 18 qtrs
50 SWISS NATIONAL BANK 50.5K +1.0K (+2.0%) 2.88M -296.0K (-9.3%) 0.20% +0.005 pp 0.00% 0.000 pp USD37.58 +51.8% 51 qtrs
51 1ST SOURCE BANK 48.7K +— (+0.0%) 2.78M -348.0K (-11.1%) 0.19% +0.001 pp 0.15% -0.019 pp USD26.14 +118.3% 78 qtrs
52 ROYAL BANK OF CANADA 47.9K -5.7K (-10.6%) 2.73M -706.0K (-20.5%) 0.19% -0.021 pp 0.00% 0.000 pp USD62.13 -8.2% 43 qtrs
53 UBS ASSET MANAGEMENT AMERICAS INC 47.5K +2.9K (+6.4%) 2.71M -155.5K (-5.4%) 0.19% +0.012 pp 0.00% +0.000 pp USD58.24 -2.0% 45 qtrs
54 SEI INVESTMENTS CO 46.5K +3.1K (+7.2%) 2.65M -132.4K (-4.8%) 0.18% +0.013 pp 0.00% 0.000 pp USD61.66 -7.5% 25 qtrs
55 BARCLAYS PLC 46.1K -4.9K (-9.6%) 2.63M -690.7K (-20.8%) 0.18% -0.019 pp 0.00% 0.000 pp USD62.77 -9.1% 51 qtrs
56 JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. 42.9K +— (+0.0%) 2.45M -306.0K (-11.1%) 0.17% +0.001 pp 2.27% -0.378 pp USD72.64 -21.4% 14 qtrs
57 STIFEL FINANCIAL CORP 42.8K -3.9K (-8.4%) 2.44M -558.6K (-18.6%) 0.17% -0.015 pp 0.00% -0.001 pp USD60.53 -5.7% 48 qtrs
58 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 42.3K +42.3K (+100.0%) 2.41M +2.4M (+100.0%) 0.17% +0.165 pp 0.00% +0.004 pp USD57.06 +0.0% 1 qtrs NEW
59 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 41.9K +18.1K (+76.4%) 2.39M +865.1K (+56.8%) 0.16% +0.071 pp 0.00% +0.001 pp USD61.11 -6.6% 2 qtrs
60 ASSENAGON ASSET MANAGEMENT S.A. 39.4K +32.1K (+434.0%) 2.25M +1.8M (+374.6%) 0.15% +0.125 pp 0.00% +0.003 pp USD58.40 -2.3% 2 qtrs
61 UBS GROUP AG 38.1K -41.7K (-52.3%) 2.17M -3.0M (-57.6%) 0.15% -0.162 pp 0.00% -0.001 pp USD64.71 -11.8% 45 qtrs
62 CITIGROUP INC 37.8K +10.1K (+36.6%) 2.16M +380.9K (+21.4%) 0.15% +0.040 pp 0.00% +0.000 pp USD60.06 -5.0% 54 qtrs
63 CAMPBELL & CO INVESTMENT ADVISER LLC 36.2K +32.1K (+785.3%) 2.07M +1.8M (+686.9%) 0.14% +0.125 pp 0.10% +0.079 pp USD57.33 -0.5% 8 qtrs
64 SQUAREPOINT OPS LLC 33.3K -3.8K (-10.3%) 1.90M -484.3K (-20.3%) 0.13% -0.015 pp 0.00% 0.000 pp USD60.44 -5.6% 7 qtrs
65 PRICE T ROWE ASSOCIATES INC /MD/ 32.6K +6.3K (+23.8%) 1.86M +169.0K (+10.0%) 0.13% +0.025 pp 0.00% +0.000 pp USD56.26 +1.4% 55 qtrs
66 QUEST PARTNERS LLC 32.5K +21.0K (+181.7%) 1.86M +1.1M (+150.4%) 0.13% +0.082 pp 0.10% +0.055 pp USD59.21 -3.6% 8 qtrs
67 BRIDGE CITY CAPITAL, LLC 30.7K -4.9K (-13.8%) 1.75M -536.2K (-23.4%) 0.12% -0.019 pp 0.52% -0.096 pp USD54.91 +3.9% 34 qtrs
68 TREXQUANT INVESTMENT LP 30.7K +6.9K (+29.0%) 1.75M +224.3K (+14.7%) 0.12% +0.027 pp 0.02% 0.000 pp USD59.46 -4.0% 6 qtrs
69 MARSHALL WACE, LLP 29.5K +29.5K (+100.0%) 1.68M +1.7M (+100.0%) 0.12% +0.115 pp 0.00% +0.002 pp USD57.06 +0.0% 7 qtrs
70 ALLIANCEBERNSTEIN L.P. 26.9K +— (+0.0%) 1.54M -192.2K (-11.1%) 0.11% +0.000 pp 0.00% 0.000 pp USD31.04 +83.8% 61 qtrs
71 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 24.9K +1.4K (+5.8%) 1.42M -90.3K (-6.0%) 0.10% +0.006 pp 0.00% 0.000 pp USD26.70 +113.7% 52 qtrs
72 CETERA INVESTMENT ADVISERS 24.6K -874.0 (-3.4%) 1.40M -231.5K (-14.2%) 0.10% -0.003 pp 0.00% 0.000 pp USD68.42 -16.6% 19 qtrs
73 PRUDENTIAL FINANCIAL INC 23.9K -1.7K (-6.7%) 1.36M -281.0K (-17.1%) 0.09% -0.006 pp 0.00% 0.000 pp USD66.17 -13.8% 20 qtrs
74 THRIVENT FINANCIAL FOR LUTHERANS 23.4K -909.0 (-3.7%) 1.34M -223.0K (-14.3%) 0.09% -0.003 pp 0.00% -0.001 pp USD68.59 -16.8% 18 qtrs
75 MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 23.1K -730.0 (-3.1%) 1.32M -211.7K (-13.8%) 0.09% -0.003 pp 0.00% -0.001 pp USD66.83 -14.6% 14 qtrs
76 GREAT WEST LIFE ASSURANCE CO /CAN/ 23.1K +1.3K (+5.8%) 1.31M -101.0K (-7.1%) 0.09% +0.005 pp 0.00% +0.000 pp USD67.55 -15.5% 47 qtrs
77 HEARTLAND ADVISORS INC 22.7K -309.0 (-1.3%) 1.30M -182.2K (-12.3%) 0.09% -0.001 pp 0.07% -0.008 pp USD48.90 +16.7% 10 qtrs
78 VERITION FUND MANAGEMENT LLC 22.7K +22.7K (+100.0%) 1.30M +1.3M (+100.0%) 0.09% +0.089 pp 0.01% +0.005 pp USD57.06 +0.0% 6 qtrs
79 DEUTSCHE BANK AG\ 21.1K -1.9K (-8.3%) 1.21M -274.0K (-18.5%) 0.08% -0.007 pp 0.00% 0.000 pp USD60.62 -5.9% 50 qtrs
80 WINTON GROUP LTD 20.7K +221.0 (+1.1%) 1.18M -133.9K (-10.2%) 0.08% +0.001 pp 0.04% -0.009 pp USD64.65 -11.7% 15 qtrs
81 EXODUSPOINT CAPITAL MANAGEMENT, LP 20.4K +8.5K (+71.9%) 1.16M +401.4K (+52.8%) 0.08% +0.033 pp 0.01% +0.001 pp USD58.55 -2.5% 6 qtrs
82 SYM FINANCIAL CORP 19.3K -502.0 (-2.5%) 1.10M -170.1K (-13.4%) 0.08% -0.002 pp 0.11% -0.023 pp USD47.93 +19.0% 23 qtrs
83 RAFFERTY ASSET MANAGEMENT, LLC 18.7K -7.9K (-29.7%) 1.07M -640.9K (-37.5%) 0.07% -0.031 pp 0.00% -0.002 pp USD59.74 -4.5% 23 qtrs
84 NEW YORK STATE COMMON RETIREMENT FUND 17.9K +— (+0.0%) 1.02M -127.6K (-11.1%) 0.07% +0.000 pp 0.00% 0.000 pp USD44.15 +29.2% 44 qtrs
85 MAN GROUP PLC 17.4K +17.4K (+100.0%) 990.6K +990.6K (+100.0%) 0.07% +0.068 pp 0.00% +0.002 pp USD57.06 +0.0% 1 qtrs NEW
86 SIPPICAN CAPITAL ADVISORS 17.2K -6.5K (-27.5%) 979.4K -539.9K (-35.5%) 0.07% -0.025 pp 0.63% -0.375 pp USD61.88 -7.8% 8 qtrs
87 SUSQUEHANNA INTERNATIONAL GROUP, LLP 16.0K -1.3K (-7.5%) 913.2K -197.5K (-17.8%) 0.06% -0.005 pp 0.00% +0.000 pp USD61.50 -7.2% 29 qtrs
88 RUSSELL INVESTMENTS GROUP, LTD. 15.3K +118.0 (+0.8%) 872.1K -101.6K (-10.4%) 0.06% +0.001 pp 0.00% 0.000 pp USD64.71 -11.8% 28 qtrs
89 UNCOMMON CENTS INVESTING LLC 15.3K +— (+0.0%) 871.0K -109.0K (-11.1%) 0.06% +0.000 pp 0.21% -0.033 pp USD48.23 +18.3% 33 qtrs
90 SG AMERICAS SECURITIES, LLC 14.6K +4.7K (+47.1%) 832.0K +196.0K (+30.8%) 0.06% +0.018 pp 0.00% -0.001 pp USD59.91 -4.8% 25 qtrs
91 STATE OF ALASKA, DEPARTMENT OF REVENUE 14.0K +114.0 (+0.8%) 797.0K -92.0K (-10.3%) 0.05% +0.001 pp 0.01% -0.001 pp USD70.09 -18.6% 18 qtrs
92 XTX TOPCO LTD 13.9K +13.9K (+100.0%) 795.1K +795.1K (+100.0%) 0.05% +0.054 pp 0.02% +0.021 pp USD57.06 +0.0% 1 qtrs NEW
93 METLIFE INVESTMENT MANAGEMENT, LLC 13.7K -1.2K (-8.3%) 784.3K -178.2K (-18.5%) 0.05% -0.005 pp 0.00% -0.001 pp USD58.54 -2.5% 33 qtrs
94 ILLINOIS MUNICIPAL RETIREMENT FUND 13.7K -287.0 (-2.1%) 779.6K -116.0K (-13.0%) 0.05% -0.001 pp 0.01% -0.002 pp USD48.62 +17.4% 10 qtrs
95 ELO MUTUAL PENSION INSURANCE CO 13.3K +13.3K (+100.0%) 760.5K +760.5K (+100.0%) 0.05% +0.052 pp 0.01% +0.012 pp USD57.06 +0.0% 1 qtrs NEW
96 LPL FINANCIAL LLC 13.2K +891.0 (+7.2%) 753.9K -37.1K (-4.7%) 0.05% +0.004 pp 0.00% +0.000 pp USD65.40 -12.8% 18 qtrs
97 JANUS HENDERSON GROUP PLC 12.2K +— (+0.0%) 698.3K -88.0K (-11.2%) 0.05% +0.000 pp 0.00% +0.000 pp USD69.00 -17.3% 17 qtrs
98 FORVIS WEALTH ADVISORS, LLC 11.8K +— (+0.0%) 670.9K -84.0K (-11.1%) 0.05% +0.000 pp 0.01% -0.002 pp USD62.26 -8.4% 37 qtrs
99 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 11.7K +24.0 (+0.2%) 667.9K -82.0K (-10.9%) 0.05% +0.000 pp 0.00% 0.000 pp USD60.96 -6.4% 7 qtrs
100 LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM 11.7K +— (+0.0%) 667.6K -83.5K (-11.1%) 0.05% +0.000 pp 0.01% -0.001 pp USD68.56 -16.8% 18 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 149 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Opus Small Cap Value ETF OSCV 1.44% 9.87M 0.79%
2 ProShares - Russell 2000 Dividend Growers ETF SMDV 0.96% 6.60M 0.40%
3 Invesco S&P SmallCap Low Volatility ETF XSLV 0.75% 1.84M 0.25%
4 State Street SPDR S&P Bank ETF KBE 0.63% 9.61M 0.35%
5 First Trust NASDAQ ABA Community Bank Index Fund QABA 0.61% 550.4K 0.63%
6 Invesco S&P SmallCap Financials ETF PSCF 0.33% 88.1K 0.29%
7 Invesco S&P SmallCap Quality ETF XSHQ 0.33% 816.0K 0.29%
8 State Street SPDR S&P Regional Banking ETF KRE 0.32% 15.67M 0.35%
9 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.28% 706.4K 0.12%
10 First Trust US Equity Income UCITS ETF UNCU.L 0.24% 100.1K 0.65%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
3.00
Bullish
Ratio by volume
0.34
Bearish
Buys
9
Sells
3
Shares acquired
1.2K
Shares disposed
3.4K
Cash buys
Cash sales
3.00
Net activity
-2,261
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-06 ROSS STEVEN D Director S-Sale D Common Stock 1,281 62.50 80.1K 27,001 D
2026-05-05 WELCH M SCOTT Director A-Award A Phantom Stock 510 0.00 61,328 D
2026-05-05 Truex Melinda Jo Director A-Award A Phantom Stock 88 0.00 10,293 I
2026-05-05 Toothaker Bradley J Director A-Award A Phantom Stock 160 0.00 19,185 D
2026-05-05 Starr Daniel Brian Director A-Award A Phantom Stock 4 0.00 406 D
2026-05-05 Smith Brian J Director A-Award A Phantom Stock 176 0.00 21,087 D
2026-05-05 ROSS STEVEN D Director S-Sale D Common Stock 19 62.50 1.2K 28,282 D
2026-05-05 PICHON EMILY E Director A-Award A Phantom Stock 7 0.00 949 D
2026-05-05 Christian Darrianne P Director A-Award A Phantom Stock 46 0.00 5,481 D
2026-05-05 Augsburger Blake Director A-Award A Phantom Stock 163 0.00 19,502 D
2026-05-05 Abbasi Faraz Director A-Award A Phantom Stock 21 0.00 1,741 D
2026-05-01 Ottinger Eric H Officer S-Sale D Common Stock 2,136 61.49 131.3K 33,257 D
2026-03-12 WELCH M SCOTT Director P-Purchase A Common Stock 10,000 56.23 562.3K 212,006 I
2026-03-09 WELCH M SCOTT Director P-Purchase A Common Stock 5,000 55.45 277.3K 54,000 I
2026-02-27 WELCH M SCOTT Director P-Purchase A Common Stock 10,000 57.95 579.5K 49,000 I
2026-02-23 Toothaker Bradley J Director S-Sale D Common Stock 5,685 58.36 331.8K 20,178 D
2026-02-05 WELCH M SCOTT Director A-Award A Phantom Stock 505 0.00 60,818 D
2026-02-05 Truex Melinda Jo Director A-Award A Phantom Stock 87 0.00 10,205 I
2026-02-05 Toothaker Bradley J Director A-Award A Phantom Stock 158 0.00 19,025 D
2026-02-05 Starr Daniel Brian Director A-Award A Phantom Stock 3 0.00 402 D
2026-02-05 Smith Brian J Director A-Award A Phantom Stock 173 0.00 20,911 D
2026-02-05 PICHON EMILY E Director A-Award A Phantom Stock 8 0.00 942 D
2026-02-05 Christian Darrianne P Director A-Award A Phantom Stock 45 0.00 5,435 D
2026-02-05 Augsburger Blake Director A-Award A Phantom Stock 160 0.00 19,339 D
2026-02-05 Abbasi Faraz Director A-Award A Phantom Stock 21 0.00 1,720 D
2026-02-04 Leniski Stephanie R Officer S-Sale D Common Stock 1,665 62.76 104.5K 8,355 D
2026-02-04 FINDLAY DAVID M Officer S-Sale D Common Stock 3,000 63.02 189.1K 113,918 D
2026-02-03 Robinson-Gay Donald Officer A-Award A Common Stock 2,800 0.00 7,774 D
2026-02-03 Pruitt Kristin Officer A-Award A Common Stock 4,000 0.00 26,560 D
2026-02-03 Ottinger Eric H Officer A-Award A Common Stock 2,600 0.00 34,882 D
2026-02-03 O'Neill Lisa M Officer A-Award A Common Stock 2,600 0.00 36,966 D
2026-02-03 Leniski Stephanie R Officer A-Award A Common Stock 2,600 0.00 7,811 D
2026-02-03 Lahrman Brok A Officer A-Award A Common Stock 740 0.00 3,354 D
2026-02-03 Hurford Jennifer M Officer A-Award A Common Stock 540 0.00 9,185 D
2026-02-03 Gutman Carrie Officer A-Award A Common Stock 1,620 0.00 2,958 D
2026-02-03 FINDLAY DAVID M Officer A-Award A Common Stock 6,400 0.00 115,878 D
2026-02-03 Donovan James Rickard Officer A-Award A Common Stock 1,802 0.00 14,438 D
2026-02-03 Clark Kyra E Officer A-Award A Common Stock 1,802 0.00 11,416 D
2026-02-02 Robinson-Gay Donald Officer F-InKind D Common Stock 939 60.76 57.1K 8,110 D
2026-02-02 Pruitt Kristin Officer F-InKind D Common Stock 1,616 60.76 98.2K 26,991 D
2026-02-02 Ottinger Eric H Officer A-Award A Common Stock 2,047 0.00 36,929 D
2026-02-02 O'Neill Lisa M Officer F-InKind D Common Stock 1,585 60.76 96.3K 34,528 D
2026-02-02 Leniski Stephanie R Officer A-Award A Common Stock 1,417 0.00 9,228 D
2026-02-02 Lahrman Brok A Officer A-Award A Common Stock 425 0.00 3,779 D
2026-02-02 Hurford Jennifer M Officer A-Award A Common Stock 425 0.00 9,850 D
2026-02-02 Gutman Carrie Officer F-InKind D Common Stock 321 60.76 19.5K 3,400 D
2026-02-02 FINDLAY DAVID M Officer F-InKind D Common Stock 4,000 60.76 243.0K 116,918 D
2026-02-02 Donovan James Rickard Officer F-InKind D Common Stock 945 60.76 57.4K 14,768 D
2026-02-02 Clark Kyra E Officer F-InKind D Common Stock 1,045 60.76 63.5K 11,646 D
2026-01-14 Truex Melinda Jo Director M-Exempt D Phantom Stock 2,138 0.00 10,118 I
2026-01-13 WELCH M SCOTT Director A-Award A Common Stock 650 0.00 1,907 D
2026-01-13 Truex Melinda Jo Director A-Award A Common Stock 650 0.00 36,135 D
2026-01-13 Toothaker Bradley J Director A-Award A Common Stock 650 0.00 25,863 D
2026-01-13 Starr Daniel Brian Director A-Award A Common Stock 650 0.00 1,300 D
2026-01-13 Smith Brian J Director A-Award A Common Stock 650 0.00 42,085 D
2026-01-13 ROSS STEVEN D Director A-Award A Common Stock 650 0.00 28,301 D
2026-01-13 PICHON EMILY E Director A-Award A Common Stock 650 0.00 20,138 D
2026-01-13 Christian Darrianne P Director A-Award A Common Stock 650 0.00 10,750 D
2026-01-13 BARTELS ROBERT E JR Director A-Award A Common Stock 650 0.00 30,376 D
2026-01-13 Augsburger Blake Director A-Award A Common Stock 650 0.00 18,863 D
2026-01-13 Abbasi Faraz Director A-Award A Common Stock 650 0.00 5,850 D
2026-01-12 WELCH M SCOTT Director A-Award A Phantom Stock 309 0.00 60,313 D
2026-01-12 Toothaker Bradley J Director A-Award A Phantom Stock 441 0.00 18,867 D
2026-01-12 Starr Daniel Brian Director A-Award A Phantom Stock 309 0.00 399 D
2026-01-12 Smith Brian J Director A-Award A Phantom Stock 309 0.00 20,738 D
2026-01-12 Christian Darrianne P Director A-Award A Phantom Stock 397 0.00 5,390 D
2026-01-12 Augsburger Blake Director A-Award A Phantom Stock 529 0.00 19,179 D
2026-01-12 Abbasi Faraz Director A-Award D Phantom Stock 397 0.00 1,699 D
2025-12-31 Robinson-Gay Donald Officer J-Other A Common Stock 25 61.96 1.5K 788 I
2025-12-31 Pruitt Kristin Officer J-Other A Common Stock 411 61.96 25.5K 10,403 I
2025-12-31 Ottinger Eric H Officer J-Other A Common Stock 101 61.96 6.3K 3,162 I
2025-12-31 O'Neill Lisa M Officer J-Other A Common Stock 535 61.96 33.1K 4,289 I
2025-12-31 Leniski Stephanie R Officer J-Other A Common Stock 754 61.96 46.7K 9,277 I
2025-12-31 Lahrman Brok A Officer J-Other A Common Stock 80 61.96 5.0K 758 I
2025-12-31 Hurford Jennifer M Officer J-Other A Common Stock 240 61.96 14.9K 9,425 D
2025-12-31 FINDLAY DAVID M Officer J-Other A Common Stock 483 61.96 29.9K 15,181 I
2025-12-31 Donovan James Rickard Officer J-Other A Common Stock 37 61.96 2.3K 1,168 I
2025-12-08 Pruitt Kristin Officer G-Gift D Common Stock 2,600 0.00 22,560 D
2025-11-05 WELCH M SCOTT Director A-Award A Phantom Stock 511 0.00 60,004 D
2025-11-05 Truex Melinda Jo Director A-Award A Phantom Stock 107 0.00 12,256 I
2025-11-05 Toothaker Bradley J Director A-Award A Phantom Stock 157 0.00 18,426 D
2025-11-05 Smith Brian J Director A-Award A Phantom Stock 174 0.00 20,429 D
2025-11-05 PICHON EMILY E Director A-Award A Phantom Stock 8 0.00 934 D
2025-11-05 Christian Darrianne P Director A-Award A Phantom Stock 43 0.00 4,993 D
2025-11-05 Augsburger Blake Director A-Award A Phantom Stock 159 0.00 18,650 D
2025-11-05 Abbasi Faraz Director A-Award A Phantom Stock 18 0.00 2,096 D
2025-09-08 BARTELS ROBERT E JR Director P-Purchase A Common Stock 296 67.77 20.1K 29,726 D
2025-09-05 BARTELS ROBERT E JR Director G-Gift D Common Stock 296 0.00 29,430 D
2025-08-25 Ottinger Eric H Officer S-Sale D Common Stock 4,635 67.07 310.9K 32,282 D
2025-08-05 WELCH M SCOTT Director A-Award A Phantom Stock 480 0.00 59,493 D
2025-08-05 Toothaker Bradley J Director A-Award A Phantom Stock 147 0.00 18,269 D
2025-08-05 Starr Daniel Brian Director A-Award A Phantom Stock 1 0.00 90 D
2025-08-05 Smith Brian J Director A-Award A Phantom Stock 164 0.00 20,255 D
2025-08-05 PICHON EMILY E Director A-Award A Phantom Stock 8 0.00 926 D
2025-08-05 Christian Darrianne P Director A-Award A Phantom Stock 40 0.00 4,950 D
2025-08-05 Augsburger Blake Director A-Award A Phantom Stock 149 0.00 18,491 D
2025-08-05 Abbasi Faraz Director A-Award A Phantom Stock 17 0.00 2,078 D
2025-07-30 Clark Kyra E Officer S-Sale D Common Stock 300 67.00 20.1K 9,614 D
2025-07-29 O'Neill Lisa M Officer S-Sale D Common Stock 2,400 66.70 160.1K 34,366 D
2025-07-08 WELCH M SCOTT Director A-Award A Common Stock 650 0.00 202,006 I
2025-07-08 Truex Melinda Jo Director A-Award A Common Stock 650 0.00 35,485 D
2025-07-08 Toothaker Bradley J Director A-Award A Common Stock 650 0.00 25,213 D
2025-07-08 Starr Daniel Brian Director A-Award A Common Stock 650 0.00 650 D
2025-07-08 Smith Brian J Director A-Award A Common Stock 650 0.00 41,435 D
2025-07-08 ROSS STEVEN D Director A-Award A Common Stock 650 0.00 27,651 D
2025-07-08 PICHON EMILY E Director A-Award A Common Stock 650 0.00 19,488 D
2025-07-08 Christian Darrianne P Director A-Award A Common Stock 650 0.00 10,100 D
2025-07-08 BARTELS ROBERT E JR Director A-Award A Common Stock 650 0.00 29,726 D
2025-07-08 Augsburger Blake Director A-Award A Common Stock 650 0.00 18,213 D
2025-07-08 Abbasi Faraz Director A-Award A Common Stock 650 0.00 5,200 D
2025-07-07 WELCH M SCOTT Director A-Award A Phantom Stock 268 0.00 59,013 D
2025-07-07 Toothaker Bradley J Director A-Award A Phantom Stock 383 0.00 18,122 D
2025-07-07 Starr Daniel Brian Director A-Award A Phantom Stock 89 0.00 89 D
2025-07-07 Smith Brian J Director A-Award A Phantom Stock 268 0.00 20,091 D
2025-07-07 Christian Darrianne P Director A-Award A Phantom Stock 344 0.00 4,910 D
2025-07-07 Augsburger Blake Director A-Award A Phantom Stock 460 0.00 18,342 D
2025-07-07 Abbasi Faraz Director A-Award A Phantom Stock 293 0.00 2,061 D
2025-06-11 Truex Melinda Jo Director W-Will A Common Stock 18,328 0.00 34,835 D
2025-05-22 Truex Melinda Jo Director P-Purchase A Common Stock 8,309 60.11 499.5K 16,507 D
2025-05-13 Truex Melinda Jo Director Common Stock 0 0.00 31,616 I
2025-05-13 Starr Daniel Brian Director 0 0.00 0
2025-05-06 O'Neill Lisa M Officer S-Sale D Common Stock 2,500 59.33 148.3K 36,866 D
2025-05-06 Leniski Stephanie R Officer S-Sale D Common Stock 1,000 59.51 59.5K 5,211 D
2025-05-05 WELCH M SCOTT Director A-Award A Phantom Stock 495 0.00 58,745 D
2025-05-05 Toothaker Bradley J Director A-Award A Phantom Stock 150 0.00 17,739 D
2025-05-05 Smith Brian J Director A-Award A Phantom Stock 167 0.00 19,823 D
2025-05-05 PICHON EMILY E Director A-Award A Phantom Stock 7 0.00 918 D
2025-05-05 Christian Darrianne P Director A-Award A Phantom Stock 39 0.00 4,566 D
2025-05-05 Augsburger Blake Director A-Award A Phantom Stock 151 0.00 17,882 D
2025-05-05 Abbasi Faraz Director A-Award A Phantom Stock 15 0.00 1,768 D
2025-03-17 Leniski Stephanie R Officer S-Sale D Common Stock 1,500 61.94 92.9K 6,211 D
2025-03-11 WELCH M SCOTT Director P-Purchase A Common Stock 5,000 61.40 307.0K 39,000 I
2025-03-10 WELCH M SCOTT Director P-Purchase A Common Stock 9,396 61.29 575.8K 201,356 I
2025-03-07 WELCH M SCOTT Director P-Purchase A Common Stock 604 62.15 37.5K 191,960 I
2025-02-25 Robinson-Gay Donald Officer S-Sale D Common Stock 550 66.25 36.4K 4,974 D
2025-02-05 WELCH M SCOTT Director A-Award A Phantom Stock 432 0.00 58,250 D
2025-02-05 Toothaker Bradley J Director A-Award A Phantom Stock 130 0.00 17,589 D
2025-02-05 Smith Brian J Director A-Award A Phantom Stock 145 0.00 19,656 D
2025-02-05 PICHON EMILY E Director A-Award A Phantom Stock 7 0.00 911 D
2025-02-05 FINDLAY DAVID M Officer S-Sale D Common Stock 6,439 67.06 431.8K 109,478 D
2025-02-05 Christian Darrianne P Director A-Award A Phantom Stock 33 0.00 4,527 D
2025-02-05 Augsburger Blake Director A-Award A Phantom Stock 131 0.00 17,731 D
2025-02-05 Abbasi Faraz Director A-Award A Phantom Stock 13 0.00 1,753 D
2025-02-04 Robinson-Gay Donald Officer A-Award A Common Stock 2,138 0.00 5,524 D
2025-02-04 Pruitt Kristin Officer A-Award A Common Stock 4,832 0.00 25,160 D
2025-02-04 Ottinger Eric H Officer A-Award A Common Stock 3,432 0.00 36,917 D
2025-02-04 O'Neill Lisa M Officer A-Award A Common Stock 3,432 0.00 39,035 D
2025-02-04 Leniski Stephanie R Officer A-Award A Common Stock 2,976 0.00 7,711 D
2025-02-04 Lahrman Brok A Officer A-Award A Common Stock 740 0.00 2,614 D
2025-02-04 Hurford Jennifer M Officer A-Award A Common Stock 540 0.00 8,452 D
2025-02-04 Gutman Carrie Officer A-Award A Common Stock 1,000 0.00 1,338 D
2025-02-04 FINDLAY DAVID M Officer A-Award A Common Stock 8,448 0.00 115,917 D
2025-02-04 Donovan James Rickard Officer A-Award A Common Stock 2,138 0.00 12,636 D
2025-02-04 Clark Kyra E Officer A-Award A Common Stock 2,138 0.00 9,914 D
2025-02-03 Robinson-Gay Donald Officer F-InKind D Common Stock 425 66.18 28.1K 3,386 D
2025-02-03 Pruitt Kristin Officer A-Award A Common Stock 3,071 0.00 22,398 D
2025-02-03 Ottinger Eric H Officer A-Award A Common Stock 3,071 0.00 35,546 D
2025-02-03 O'Neill Lisa M Officer A-Award A Common Stock 2,835 0.00 37,490 D
2025-02-03 Leniski Stephanie R Officer A-Award A Common Stock 2,126 0.00 6,096 D
2025-02-03 Lahrman Brok A Officer F-InKind D Common Stock 352 66.18 23.3K 1,874 D
2025-02-03 Hurford Jennifer M Officer F-InKind D Common Stock 359 66.18 23.8K 7,912 D
2025-02-03 FINDLAY DAVID M Officer A-Award A Common Stock 7,560 0.00 112,590 D
2025-02-03 Donovan James Rickard Officer F-InKind D Common Stock 983 66.18 65.1K 10,498 D
2025-02-03 Clark Kyra E Officer A-Award A Common Stock 1,913 0.00 9,089 D
2025-01-14 WELCH M SCOTT Director A-Award A Common Stock 650 0.00 191,356 I
2025-01-14 Toothaker Bradley J Director A-Award A Common Stock 650 0.00 24,563 D
2025-01-14 Smith Brian J Director A-Award A Common Stock 650 0.00 40,785 D
2025-01-14 ROSS STEVEN D Director A-Award A Common Stock 650 0.00 28,801 D
2025-01-14 PICHON EMILY E Director A-Award A Common Stock 650 0.00 18,838 D
2025-01-14 Christian Darrianne P Director A-Award A Common Stock 650 0.00 9,450 D
2025-01-14 BARTELS ROBERT E JR Director A-Award A Common Stock 650 0.00 29,076 D
2025-01-14 Augsburger Blake Director A-Award A Common Stock 650 0.00 17,563 D
2025-01-14 Abbasi Faraz Director A-Award A Common Stock 650 0.00 4,550 D
2025-01-06 WELCH M SCOTT Director A-Award A Phantom Stock 253 0.00 57,818 D
2025-01-06 Toothaker Bradley J Director A-Award A Phantom Stock 362 0.00 17,459 D
2025-01-06 Smith Brian J Director A-Award A Phantom Stock 254 0.00 19,511 D
2025-01-06 Christian Darrianne P Director A-Award A Phantom Stock 326 0.00 4,494 D
2025-01-06 Augsburger Blake Director A-Award A Phantom Stock 434 0.00 17,600 D
2025-01-06 Abbasi Faraz Director A-Award A Phantom Stock 254 0.00 1,740 D
2024-12-31 Robinson-Gay Donald Officer J-Other A Common Stock 23 65.02 1.5K 763 I
2024-12-31 ROSS STEVEN D Director 0 0.00 0
2024-12-31 Pruitt Kristin Officer J-Other A Common Stock 369 65.02 24.0K 9,992 I
2024-12-31 Ottinger Eric H Officer J-Other A Common Stock 90 65.02 5.9K 3,061 I
2024-12-31 O'Neill Lisa M Officer J-Other A Common Stock 480 65.02 31.2K 3,754 I
2024-12-31 Leniski Stephanie R Officer J-Other A Common Stock 549 65.02 35.7K 8,523 I
2024-12-31 Lahrman Brok A Officer J-Other A Common Stock 69 65.02 4.5K 678 I
2024-12-31 Hurford Jennifer M Officer J-Other A Common Stock 193 65.02 12.5K 8,645 D
2024-12-31 FINDLAY DAVID M Officer J-Other A Common Stock 523 65.02 34.0K 14,698 I
2024-12-31 Donovan James Rickard Officer J-Other A Common Stock 34 65.02 2.2K 1,131 I
2024-12-09 Gutman Carrie Officer Common Stock 0 0.00 338 D
2024-12-06 Steiner Jonathan P Officer A-Award A Common Stock 4,746 0.00 7,785 D
2024-11-19 Pruitt Kristin Officer G-Gift D Common Stock 1,725 0.00 19,327 D
2024-11-18 Ottinger Eric H Officer S-Sale D Common Stock 3,959 73.50 291.0K 32,475 D
2024-11-15 Ottinger Eric H Officer S-Sale D Common Stock 41 73.50 3.0K 36,434 D
2024-11-12 FINDLAY DAVID M Officer S-Sale D Common Stock 9,643 75.51 728.2K 105,030 D
2024-11-08 BARTELS ROBERT E JR Director P-Purchase A Common Stock 802 72.32 58.0K 28,426 D
2024-11-07 WELCH M SCOTT Director G-Gift D Common Stock 1,355 0.00 23,645 I
2024-11-07 BARTELS ROBERT E JR Director G-Gift D Common Stock 802 0.00 27,624 D
2024-11-06 Lahrman Brok A Officer S-Sale D Common Stock 150 75.51 11.3K 1,589 D
2024-11-05 WELCH M SCOTT Director A-Award A Phantom Stock 418 0.00 57,565 D

Executive team

Top executives
EBIT / Employee
194.1K
Shares Outstanding
24.91M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 David M. Findlay Chairman and Chief Executive Officer 712.4K 945.1K 357.3K 33.9K 2.05M 46.13%
2 2024 Kristin L. Pruitt President 437.7K 590.7K 197.6K 29.7K 1.26M 47.05%
3 2024 Eric H. Ottinger Executive Vice President, Chief Commercial Banking Officer 366.9K 384.0K 147.2K 33.5K 931.5K 41.22%
4 2024 Lisa M. O’Neill Executive Vice President, Chief Financial Officer 337.7K 384.0K 136.0K 22.5K 880.2K 43.62%
5 2024 J. Rickard Donovan Senior Vice President, General Counsel 229.0K 6.9K 239.2K 69.0K 31.4K 575.5K 41.57%
6 2023 David M. Findlay Chairman and Chief Executive Officer 684.9K 1.07M 271.4K 28.3K 2.05M 51.99%
7 2023 Kristin L. Pruitt President 396.7K 521.0K 137.3K 25.5K 1.08M 48.22%
8 2023 Eric H. Ottinger Executive Vice President, Chief Commercial Banking Officer 352.4K 433.1K 120.2K 29.6K 935.3K 46.30%
9 2023 Lisa M. O’Neill Executive Vice President, Chief Financial Officer 308.4K 433.1K 98.0K 18.6K 858.1K 50.47%
10 2023 J. Rickard Donovan Senior Vice President, General Counsel 216.3K 269.9K 55.3K 60.7K 602.2K 44.81%
11 2022 David M. Findlay President and Chief Executive Officer 658.5K 1.22M 353.1K 26.5K 2.26M 54.05%
12 2022 David M. Findlay Chairman and Chief Executive Officer 658.5K 1.22M 353.1K 26.5K 2.26M 54.05%
13 2022 Eric H. Ottinger Executive Vice President, Chief Commercial Banking Officer 338.7K 496.1K 145.3K 31.3K 1.01M 49.05%
14 2022 Kristin L. Pruitt President 337.2K 496.1K 144.7K 27.3K 1.01M 49.35%
15 2022 Kristin L. Pruitt Executive Vice President, Chief Administrative Officer 337.2K 496.1K 144.7K 27.3K 1.01M 49.35%
16 2022 Lisa M. O’Neill Executive Vice President, Chief Financial Officer 288.3K 458.0K 123.7K 21.4K 891.4K 51.38%
17 2022 Michael E. Gavin Executive Vice President, Chief Credit Officer 262.4K 412.2K 112.6K 32.3K 819.4K 50.30%
18 2021 David M. Findlay President and Chief Executive Officer 638.2K 905.6K 348.8K 27.3K 1.92M 47.17%
19 2021 David M. Findlay Chairman and Chief Executive Officer 638.2K 905.6K 348.8K 27.3K 1.92M 47.17%
20 2021 Eric H. Ottinger Executive Vice President, Chief Commercial Banking Officer 328.3K 367.9K 143.4K 30.8K 870.4K 42.27%
21 2021 Kristin L. Pruitt Executive Vice President, Chief Administrative Officer 325.2K 367.9K 142.6K 26.9K 862.6K 42.65%
22 2021 Kristin L. Pruitt President 325.2K 367.9K 142.6K 26.9K 862.6K 42.65%
23 2021 Lisa M. O’Neill Executive Vice President, Chief Financial Officer 279.1K 339.6K 122.1K 20.8K 761.5K 44.59%
24 2021 Michael E. Gavin Executive Vice President, Chief Credit Officer 254.6K 305.6K 111.2K 28.6K 700.0K 43.66%
25 2020 David M. Findlay President and Chief Executive Officer 637.3K 711.0K 286.0K 24.5K 1.66M 42.87%
26 2020 Eric H. Ottinger Executive Vice President, Chief Commercial Banking Officer 329.9K 288.9K 118.3K 24.7K 761.8K 37.92%
27 2020 Kristin L. Pruitt Executive Vice President, Chief Administrative Officer 313.8K 288.9K 113.1K 23.2K 739.0K 39.09%
28 2020 Lisa M. O’Neill Executive Vice President, Chief Financial Officer 276.8K 240.0K 99.7K 17.7K 634.2K 37.84%
29 2020 Michael E. Gavin Executive Vice President, Chief Credit Officer 256.5K 240.0K 92.1K 32.4K 620.9K 38.65%
30 2019 David M. Findlay President and Chief Executive Officer 593.4K 685.5K 280.0K 23.1K 1.58M 43.33%
31 2019 Eric H. Ottinger Executive Vice President - Commercial Banking 310.5K 278.5K 98.8K 28.5K 716.3K 38.88%
32 2019 Eric H. Ottinger Executive Vice President, Chief Commercial Banking Officer 310.5K 278.5K 98.8K 28.5K 716.3K 38.88%
33 2019 Kristin L. Pruitt Executive Vice President, Chief Administrative Officer 278.5K 257.1K 105.3K 20.0K 660.9K 38.90%
34 2019 Kevin L. Deardorff Executive Vice President - Retail Banking 252.4K 231.4K 100.2K 38.3K 622.2K 37.18%
35 2019 Lisa M. O’Neill Executive Vice President and Chief Financial Officer 247.4K 231.4K 93.3K 18.4K 590.5K 39.18%
36 2019 Lisa M. O’Neill Executive Vice President, Chief Financial Officer 247.4K 231.4K 93.3K 18.4K 590.5K 39.18%
37 2018 David M. Findlay President and Chief Executive Officer 566.5K 734.9K 279.6K 23.1K 1.60M 45.81%
38 2018 Eric H. Ottinger Executive Vice President, Chief Commercial Banking Officer 288.9K 298.6K 109.1K 28.6K 725.2K 41.17%
39 2018 Eric H. Ottinger Executive Vice President - Commercial Banking 288.9K 298.6K 109.1K 28.6K 725.2K 41.17%
40 2018 Kristin L. Pruitt Executive Vice President, Chief Administrative Officer 258.9K 261.8K 106.1K 20.4K 647.3K 40.45%
41 2018 Kristin L. Pruitt Executive Vice President, Chief Administrative Officer and General Counsel 258.9K 261.8K 106.1K 20.4K 647.3K 40.45%
42 2018 Kevin L. Deardorff Executive Vice President - Retail Banking 244.4K 248.0K 100.0K 18.6K 611.0K 40.59%
43 2018 Lisa M. O’Neill Executive Vice President and Chief Financial Officer 238.8K 248.0K 97.9K 18.6K 603.4K 41.11%
44 2018 Lisa M. O’Neill Executive Vice President, Chief Financial Officer 238.8K 248.0K 97.9K 18.6K 603.4K 41.11%
45 2018 Lisa M. O'Neill Executive Vice President and Chief Financial Officer 238.8K 248.0K 97.9K 18.6K 603.4K 41.11%
46 2017 David M. Findlay President and Chief Executive Officer 549.2K 731.2K 297.7K 23.7K 1.60M 45.65%
47 2017 Eric H. Ottinger Executive Vice President - Commercial Banking 250.7K 243.7K 108.9K 28.9K 632.2K 38.55%
48 2017 Kristin L. Pruitt Executive Vice President, Chief Administrative Officer 236.8K 243.7K 106.3K 21.1K 607.9K 40.09%
49 2017 Kristin L. Pruitt Executive Vice President, Chief Administrative Officer and General Counsel 236.8K 243.7K 106.3K 21.1K 607.9K 40.09%
50 2017 Kevin L. Deardorff Executive Vice President - Retail Banking 235.4K 243.7K 102.0K 25.7K 606.8K 40.17%
51 2017 Lisa M. O’Neill Executive Vice President and Chief Financial Officer 223.4K 243.7K 96.8K 19.3K 583.2K 41.79%
52 2017 Lisa M. O'Neill Executive Vice President and Chief Financial Officer 223.4K 243.7K 96.8K 19.3K 583.2K 41.79%
53 2016 David M. Findlay President and Chief Executive Officer 521.7K 524.9K 273.0K 22.6K 1.34M 39.11%
54 2016 Kevin L. Deardorff Executive Vice President – Retail Banking 225.8K 208.2K 94.4K 22.6K 551.1K 37.78%
55 2016 Kristin L. Pruitt Executive Vice President and General Counsel 220.8K 208.2K 92.4K 20.1K 541.5K 38.45%
56 2016 Eric H. Ottinger Executive Vice President - Commercial Banking 233.5K 175.0K 101.0K 27.5K 536.9K 32.59%
57 2016 Kevin L. Deardorff Executive Vice President - Retail Banking 225.8K 175.0K 94.4K 22.6K 517.9K 33.79%
58 2016 Kristin L. Pruitt Executive Vice President, Chief Administrative Officer and General Counsel 220.8K 175.0K 92.4K 20.1K 508.3K 34.42%
59 2016 Lisa M. O'Neill Executive Vice President and Chief Financial Officer 215.6K 175.0K 85.0K 18.3K 493.9K 35.42%
60 2015 David M. Findlay President and Chief Executive Officer 493.4K 486.7K 245.0K 23.4K 1.25M 38.98%
61 2015 Michael L. Kubacki Executive Chairman 326.3K 408.8K 125.9K 22.5K 883.5K 46.27%
62 2015 Eric H. Ottinger Executive Vice President - Commercial Banking 218.3K 162.2K 85.8K 26.3K 492.6K 32.93%
63 2015 Kevin L. Deardorff Executive Vice President - Retail Banking 218.0K 162.2K 85.8K 17.4K 483.4K 33.56%
64 2015 Lisa M. O'Neill Executive Vice President and Chief Financial Officer 206.3K 162.2K 78.7K 17.4K 464.6K 34.92%
65 2015 Kevin L. Deardorff Executive Vice President – Retail Banking 218.0K 136.3K 85.8K 17.4K 457.5K 29.79%
66 2015 Lisa M. O’Neill Executive Vice President and Chief Financial Officer 206.3K 136.3K 78.7K 17.4K 438.7K 31.07%
67 2014 Michael L. Kubacki Executive Chairman 499.8K 590.9K 223.5K 50.6K 1.36M 43.30%
68 2014 Michael L. Kubacki Chief Executive Officer 499.8K 590.9K 223.5K 50.6K 1.36M 43.30%
69 2014 David M. Findlay President and Chief Executive Officer 424.7K 590.9K 225.8K 21.9K 1.26M 46.78%
70 2014 David M. Findlay President and Chief Financial Officer 424.7K 590.9K 225.8K 21.9K 1.26M 46.78%
71 2014 Kevin L. Deardorff Executive Vice President – Retail Banking 211.5K 197.0K 89.0K 40.9K 538.4K 36.59%
72 2014 Eric H. Ottinger Executive Vice President - Commercial Banking 211.2K 197.0K 89.0K 26.8K 524.0K 37.59%
73 2014 Kristin L. Pruitt Executive Vice President – General Counsel 199.3K 197.0K 84.0K 19.8K 500.0K 39.39%
74 2014 Lisa M. O'Neill Executive Vice President and Chief Financial Officer 162.7K 189.6K 84.0K 6.8K 443.1K 42.78%
75 2014 Lisa M. O’Neill Executive Vice President and Chief Financial Officer 162.7K 189.6K 84.0K 6.8K 443.1K 42.78%
76 2013 Michael L. Kubacki Executive Chairman 495.8K 325.2K 256.0K 25.1K 1.10M 29.50%
77 2013 Michael L. Kubacki Chief Executive Officer 495.8K 325.2K 256.0K 25.1K 1.10M 29.50%
78 2013 David M. Findlay President and Chief Executive Officer 360.2K 271.0K 167.3K 36.1K 834.5K 32.47%
79 2013 David M. Findlay President and Chief Financial Officer 360.2K 271.0K 167.3K 36.1K 834.5K 32.47%
80 2013 Eric H. Ottinger Executive Vice President - Commercial Banking 200.5K 108.4K 82.8K 27.9K 419.6K 25.83%
81 2013 Kevin L. Deardorff Executive Vice President – Retail Banking 201.1K 108.4K 84.5K 14.3K 408.3K 26.55%
82 2013 Michael E. Gavin Executive Vice President – Credit Administration 180.5K 108.4K 84.6K 25.5K 399.0K 27.16%
83 2013 Kristin L. Pruitt Executive Vice President – General Counsel 180.5K 81.3K 55.9K 18.5K 336.3K 24.18%
84 2012 Michael L. Kubacki Chief Executive Officer 477.4K 256.5K 251.4K 36.8K 1.02M 25.10%
85 2012 David M. Findlay President and Chief Financial Officer 348.1K 171.0K 164.3K 18.6K 702.0K 24.36%
86 2012 Eric H. Ottinger Executive Vice President - Commercial Banking 194.0K 85.5K 79.3K 28.2K 387.0K 22.10%
87 2012 Michael E. Gavin Executive Vice President – Credit Administration 173.7K 85.5K 75.6K 26.7K 361.5K 23.65%
88 2012 Kristin L. Pruitt Senior Vice President - General Counsel 174.1K 64.1K 56.2K 18.7K 313.2K 20.48%
89 2012 Kristin L. Pruitt Executive Vice President – General Counsel 174.1K 64.1K 56.2K 18.7K 313.2K 20.48%
90 2012 Kevin L. Deardorff Executive Vice President – Retail Banking 203.4K 85.5K 24.3K 313.2K 27.31%
91 2011 Michael L. Kubacki Chief Executive Officer 450.0K 237.4K 244.6K 35.1K 967.1K 24.54%
92 2011 David M. Findlay President and Chief Financial Officer 333.6K 158.2K 162.8K 21.4K 676.1K 23.41%
93 2011 Kevin L. Deardorff Executive Vice President - Retail 188.2K 79.1K 81.6K 26.8K 375.8K 21.06%
94 2011 Kevin L. Deardorff Executive Vice President – Retail Banking 188.2K 79.1K 81.6K 26.8K 375.8K 21.06%
95 2011 Eric H. Ottinger Executive Vice President - Commercial Banking 180.7K 79.1K 78.4K 27.9K 366.1K 21.61%
96 2011 Kristin L. Pruitt Senior Vice President - General Counsel 163.7K 39.6K 53.5K 21.1K 277.9K 14.24%
97 2010 Michael L. Kubacki Chief Executive Officer 438.3K 155.9K 351.4K 34.5K 980.0K 15.90%
98 2010 David M. Findlay President and Chief Financial Officer 289.9K 93.5K 200.0K 20.1K 603.5K 15.50%
99 2010 Charles D. Smith Executive Vice President - Commercial 222.4K 137.4K 27.1K 386.9K 0.00%
100 2010 Kevin L. Deardorff Executive Vice President - Retail 182.7K 46.8K 101.7K 19.1K 350.2K 13.35%
101 2010 Eric H. Ottinger Executive Vice President - Commercial Banking 170.7K 46.8K 83.6K 22.2K 323.2K 14.47%
102 2010 Eric H. Ottinger Senior Vice President – Wealth Advisory 170.7K 83.6K 26.5K 276.4K 0.00%
103 2009 Michael L. Kubacki Chief Executive Officer 453.8K 366.6K 26.6K 847.0K 43.28%
104 2009 Michael L. Kubacki President and Chief Executive Officer 453.8K 220.0K 26.6K 700.4K 31.41%
105 2009 David M. Findlay President and Chief Financial Officer 284.0K 225.5K 17.9K 527.3K 42.76%
106 2009 David M. Findlay Executive Vice President and Chief Financial Officer 284.0K 137.5K 17.9K 439.4K 31.29%
107 2009 Charles D. Smith Executive Vice President - Commercial 230.3K 107.9K 21.0K 359.3K 30.04%
108 2009 Kevin L. Deardorff Executive Vice President - Retail 189.1K 130.2K 16.3K 335.6K 38.79%
109 2009 Eric H. Ottinger Executive Vice President - Commercial Banking 168.2K 87.4K 20.8K 276.4K 31.61%
110 2009 Eric H. Ottinger Senior Vice President – Wealth Advisory 168.2K 58.1K 20.8K 247.1K 23.50%
111 2008 Michael L. Kubacki President and Chief Executive Officer 414.4K 105.3K 248.7K 35.0K 803.3K 13.10%
112 2008 Michael L. Kubacki Chief Executive Officer 414.4K 105.3K 248.7K 35.0K 803.3K 13.10%
113 2008 David M. Findlay Executive Vice President and Chief Financial Officer 258.0K 68.5K 118.2K 19.5K 464.2K 14.76%
114 2008 David M. Findlay President and Chief Financial Officer 258.0K 68.5K 118.2K 19.5K 464.2K 14.76%
115 2008 Charles D. Smith Executive Vice President - Commercial 208.5K 84.3K 33.7K 326.5K 0.00%
116 2008 Kevin L. Deardorff Executive Vice President - Retail 172.9K 18.4K 72.3K 17.2K 285.1K 6.47%
117 2008 James D. Westerfield Senior Vice President – Wealth Advisory 145.0K 19.9K 39.7K 23.8K 228.4K 8.70%
118 2007 Michael L. Kubacki President and Chief Executive Officer 398.5K 144.0K 29.7K 572.1K 0.00%
119 2007 David M. Findlay Executive Vice President and Chief Financial Officer 244.4K 66.2K 17.8K 328.3K 0.00%
120 2007 Charles D. Smith Executive Vice President - Commercial 204.5K 55.4K 20.8K 280.6K 0.00%
121 2007 Kevin L. Deardorff Executive Vice President - Retail 166.6K 45.1K 19.2K 226.6K 0.00%
122 2007 James D. Westerfield Senior Vice President – Wealth Advisory 139.6K 18.3K 25.2K 18.0K 201.1K 9.08%
123 2006 Michael L. Kubacki President and Chief Executive Officer 378.8K 22.4K 136.8K 25.6K 563.6K 3.98%
124 2006 David M. Findlay Executive Vice President and Chief Financial Officer 236.3K 15.5K 64.0K 19.0K 334.8K 4.64%
125 2006 Charles D. Smith Executive Vice resident – Commercial 197.4K 14.0K 53.5K 21.3K 286.2K 4.87%
126 2006 Charles D. Smith Executive Vice President - Commercial 197.4K 14.0K 53.5K 21.3K 286.2K 4.87%
127 2006 Kevin L. Deardorff Executive Vice President - Retail 161.5K 11.2K 43.7K 14.6K 231.1K 4.85%
128 2006 Kevin L. Deardorff Executive Vice President – Retail 161.5K 11.2K 43.7K 14.6K 231.1K 4.85%
129 2006 James D. Westerfield Senior Vice President – Wealth Advisory 135.0K 18.3K 24.3K 29.1K 206.6K 8.84%
130 2005 Michael L. Kubacki President and Chief Executive Officer 362.2K 122.4K 24.0K 508.5K 0.00%
131 2005 David M. Findlay Executive Vice President and Chief Financial Officer 226.8K 57.5K 19.1K 303.4K 0.00%
132 2005 Charles D. Smith Executive Vice President 189.1K 48.1K 19.4K 256.6K 0.00%
133 2005 Kevin L. Deardorff Executive Vice President 155.2K 32.9K 13.1K 201.3K 0.00%
134 2005 Robert C. Condon Executive Vice President 143.7K 21.0K 20.4K 185.1K 0.00%
135 2004 Michael L. Kubacki President and Chief Executive Officer 339.0K 126.0K 21.5K 486.5K 0.00%
136 2004 David M. Findlay Executive Vice President and Chief Financial Officer 213.2K 59.0K 16.4K 288.6K 0.00%
137 2004 Charles D. Smith Executive Vice President 178.7K 49.0K 16.7K 244.4K 0.00%
138 2004 Kevin L. Deardorff Executive Vice President 146.6K 30.0K 11.1K 187.6K 0.00%
139 2004 Robert C. Condon Executive Vice President 140.6K 17.0K 15.1K 172.7K 0.00%
140 2003 Michael L. Kubacki President and Chief Executive Officer 315.0K 106.0K 10.0K 20.7K 451.7K 2.21%
141 2003 David M. Findlay Executive Vice President and Chief Financial Officer 197.0K 51.0K 5.0K 15.1K 268.1K 1.86%
142 2003 Charles D. Smith Executive Vice President 165.0K 43.0K 5.0K 15.8K 228.8K 2.19%
143 2003 Kevin L. Deardorff Executive Vice President 135.0K 23.0K 5.0K 10.1K 173.1K 2.89%
144 2003 Robert C. Condon Executive Vice President 135.0K 21.0K 2.0K 13.7K 171.7K 1.16%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-05 DEFA14A
2026-03-05 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-12 SC 13G
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-05-06 4

Executive team

NameTitleCompensationGender
David Findlay Chairman & Chief Executive Officer 1M male
Kristin L. Pruitt President & Director 702.7K female
Eric H. Ottinger Executive Vice President & Chief Commercial Banking Officer 580.9K male
Lisa O'Neill Executive Vice President & Chief Financial Officer 530.6K female
Donald J. Robinson-Gay Executive Vice President & Chief Credit Officer 401.2K male
Stephanie R. Leniski Executive Vice President & Chief Retail Banking Officer 376.1K female
Rickard James Donovan Senior Vice President, General Counsel & Secretary 336.3K male
Kirtus D. Murray Senior Vice President of Consumer & Home Loans and Retail Lending Manager
Carrie A. Gutman CTFA Senior Vice President & Chief Wealth Advisory Officer female
Brok A. Lahrman Chief Accounting Officer & Senior Vice President of Finance male
Kyra E. Clark Senior Vice President & Chief Human Resource Officer female
ESG Rating
B
BANKS - REGIONAL
2012
E (Environmental)
41.7 / 64.3
Company / Sector avg.
S (Social)
59.9 / 76.5
Company / Sector avg.
G (Governance)
54.6 / 75.5
Company / Sector avg.
ESG Total
52.1 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits