Live Oak Bancshares, Inc. (LOB)
Wilmington, NC, US
Live Oak Bancshares, Inc., established in 2008 and based in Wilmington, North Carolina, functions as the parent entity for Live Oak Banking Company. This financial institution delivers a comprehensive array of commercial banking solutions to individuals, small enterprises, and professionals, with operations spanning North Carolina and the broader United States. Its deposit product lineup features both noninterest-bearing demand accounts and various interest-bearing options, including checking, money market, savings, and time deposits. On the lending side, Live Oak extends financing through commercial and industrial loans, construction and development loans, diverse commercial real estate loans (covering both owner-occupied and non-owner-occupied properties), and commercial land loans. Beyond its primary banking activities, the company provides specialized services. These include handling settlement, accounting, and securitization for government-backed loans; offering wealth and investment management to affluent individuals and families; and delivering investment advisory services to funds that primarily inject venture capital into emerging financial technology companies. For the convenience of its staff and business guests, an on-site restaurant is also available.
Based on only 2 articles — low confidence
- All You Need to Know About Live Oak Bancshares (LOB) Rating Upgrade to Buy Zacks Investment Research
- Live Oak Bancshares, Inc. Announces Date of Second Quarter 2026 Financial Results GlobeNewsWire
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.09% | +1.60% | +1.14% | +4.85% | +19.14% | +10.71% | +38.54% | +69.78% | -38.24% | +135.63% | +99.42% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
41.00
-1.3%
|
| Last Year | 4 |
42.00
+1.2%
|
| All Time | 12 |
43.58
+5.0%
|
-
Revenue growth+12.1% Q1'26: +10.0% (vs Q1'25)
-
EPS growth+31.4% Q1'26: +185.7% (vs Q1'25)
-
FCF margin— Q1'26: +32.8% (vs Q1'25)
-
EBIT margin— Q1'26: +15.4% (vs Q1'25)
-
ROIC— Q1'26: -13.8% (vs Q1'25)
-
Share dilution+0.8% Q1'26: +1.2% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 0.62× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 3 EPS Ana. |
Dec 2027 2 Rev. Ana. 4 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
112.95M
est: 103.36M (+9.3%)
|
144.79M
est: 138.49M (+4.6%)
|
203.25M
est: 187.62M (+8.3%)
|
253.33M
est: 222.33M (+13.9%)
|
289.51M
est: 206.34M (+40.3%)
|
378.31M
est: 284.33M (+33.1%)
|
506.41M
est: 437.85M (+15.7%)
|
508.83M
est: 577.99M (-12.0%)
|
776.55M
est: 427.45M (+81.7%)
|
929.29M
est: 497.70M (+86.7%)
|
1.04B
est: 572.54M (+81.9%)
|
636.94M
634.56M – 639.32M
+11.2% YoY
|
745.17M
732.43M – 757.92M
+17.0% YoY
|
| EBITDA |
37.83M
est: 27.91M (+35.5%)
|
21.47M
est: 36.11M (-40.6%)
|
108.53M
est: 90.27M (+20.2%)
|
62.43M
est: 106.22M (-41.2%)
|
43.43M
est: 181.72M (-76.1%)
|
69.08M
est: 195.05M (-64.6%)
|
232.15M
est: 201.95M (+15.0%)
|
231.11M
est: 443.66M (-47.9%)
|
104.10M
est: 115.03M (-9.5%)
|
112.52M
est: 133.93M (-16.0%)
|
185.09M
est: 154.07M (+20.1%)
|
171.40M
170.76M – 172.04M
+11.2% YoY
|
200.53M
197.10M – 203.96M
+17.0% YoY
|
| EBIT |
34.40M
est: 23.93M (+43.7%)
|
17.21M
est: 32.06M (-46.3%)
|
98.25M
est: 43.44M (+126.2%)
|
46.05M
est: 51.47M (-10.5%)
|
23.47M
est: 47.77M (-50.9%)
|
47.39M
est: 65.83M (-28.0%)
|
210.79M
est: 101.37M (+107.9%)
|
210.32M
est: 133.81M (+57.2%)
|
82.83M
est: 101.47M (-18.4%)
|
89.24M
est: 118.14M (-24.5%)
|
160.98M
est: 135.91M (+18.5%)
|
151.19M
150.63M – 151.76M
+11.2% YoY
|
176.89M
173.86M – 179.91M
+17.0% YoY
|
| Net Income |
20.63M
est: 24.51M (-15.8%)
|
13.77M
est: 12.40M (+11.0%)
|
100.50M
est: 65.75M (+52.9%)
|
51.45M
est: 46.75M (+10.1%)
|
18.03M
est: 20.73M (-13.0%)
|
59.54M
est: 25.79M (+130.9%)
|
167.00M
est: 111.42M (+49.9%)
|
176.21M
est: 271.02M (-35.0%)
|
73.90M
est: 114.60M (-35.5%)
|
77.47M
est: 79.02M (-2.0%)
|
103.78M
est: 91.55M (+13.4%)
|
136.20M
134.10M – 143.51M
+48.8% YoY
|
187.47M
177.24M – 200.56M
+37.6% YoY
|
| SGA |
48.75M
est: 30.11M (+61.9%)
|
74.25M
est: 89.29M (-16.9%)
|
95.11M
est: 75.99M (+25.2%)
|
99.58M
est: 98.36M (+1.2%)
|
109.28M
est: 172.61M (-36.7%)
|
123.51M
est: 244.23M (-49.4%)
|
137.00M
est: 118.60M (+15.5%)
|
191.12M
est: 238.65M (-19.9%)
|
204.28M
est: 117.45M (+73.9%)
|
205.25M
est: 136.76M (+50.1%)
|
253.85M
est: 157.32M (+61.4%)
|
175.01M
174.36M – 175.67M
+11.2% YoY
|
204.75M
201.25M – 208.26M
+17.0% YoY
|
| EPS |
0.66
est: 0.53 (+23.8%)
|
0.40
est: 0.37 (+9.1%)
|
2.75
est: 1.07 (+157.0%)
|
1.28
est: 1.11 (+15.3%)
|
0.45
est: 0.37 (+23.3%)
|
1.46
est: 1.09 (+33.6%)
|
3.87
est: 3.46 (+11.7%)
|
4.02
est: 2.10 (+91.4%)
|
1.67
est: 2.47 (-32.5%)
|
1.72
est: 1.71 (+0.8%)
|
2.24
est: 1.98 (+13.3%)
|
3.00
2.90 – 3.10
+51.6% YoY
|
4.08
3.83 – 4.33
+36.1% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-27 | TD Cowen | Buy | Buy | Maintain |
| 2026-04-24 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-27 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-26 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-22 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-21 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-20 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-19 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-18 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-15 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-14 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-13 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-12 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-11 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-08 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-07 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-06 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-05 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-01 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-30 | B | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-23 | B- | 2/5 | 4/5 | 3/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | B- | 2/5 | 4/5 | 3/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-15 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 85-4328500 | 6.17M | 14.00% | 2.00M | — | 6.17M | — | IA | Maryland | 2022-08-10 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 2.35M | 5.45% | — | 61.3K | — | 89.2K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 3 | Ameriprise Financial, Inc. | 2.22M | 5.04% | — | 1.98M | — | 2.22M | HC | Delaware | 2023-02-14 | ↗ |
| 4 | (1) BlackRock, Inc. | 2.05M | 4.70% | 2.01M | — | 2.05M | — | HC | Delaware | 2022-02-24 | ↗ |
| 5 | Ernest A. Koury, Jr., Executor | 1.96M | 5.70% | 5.0K | 1.95M | 5.0K | — | IN | North Carolina | 2016-10-13 | ↗ |
| 6 | Mendon Capital Advisors Corp. | 376.5K | 1.06% | — | 376.5K | — | — | IA | Delaware Corporation | 2021-02-12 | ↗ |
| 7 | RMB Capital Holdings, LLC | 376.5K | 1.06% | — | 376.5K | — | — | OO | Delaware Limited Liability Company | 2021-02-12 | ↗ |
| 8 | 52-0556948 | 15.9K | 0.00% | 9.5K | — | 15.9K | — | IA | Maryland | 2022-08-10 | ↗ |
| 9 | 95-1411037 | 13.00 | 5.70% | 2.44M | — | 2.44M | — | IA | Delaware | 2022-02-11 | ↗ |
| 10 | Iron Road Capital Partners LLC | — | 0.00% | — | — | — | — | CO | Delaware Limited Liability Company | 2021-02-12 | ↗ |
| 11 | RMB Capital Management, LLC | — | 0.00% | — | — | — | — | OO | Delaware Limited Liability Company | 2021-02-12 | ↗ |
| 12 | RMB Mendon Managers, LLC | — | 0.00% | — | — | — | — | OO | Delaware Limited Liability Company | 2021-02-12 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 6.43M -92.4K (-1.4%) | 220.82M -8.8M (-3.9%) | 14.00% -0.286 pp | 0.14% -0.001 pp | USD30.54 +12.5% | 14 qtrs — |
| 2 | BLACKROCK, INC. | 3.58M +356.5K (+11.1%) | 122.84M +9.4M (+8.3%) | 7.79% +0.735 pp | 0.00% +0.000 pp | USD44.19 -22.3% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 2.70M +17.2K (+0.6%) | 92.84M -1.7M (-1.8%) | 5.89% +0.003 pp | 0.00% 0.000 pp | USD42.53 -19.2% | 42 qtrs — |
| 4 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.73M -50.4K (-2.8%) | 59.28M -3.3M (-5.2%) | 3.76% -0.133 pp | 0.20% -0.002 pp | USD26.67 +28.8% | 12 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1.54M -6.8K (-0.4%) | 52.85M -1.6M (-2.9%) | 3.35% -0.035 pp | 0.01% -0.001 pp | USD24.68 +39.2% | 35 qtrs — |
| 6 | STATE STREET CORP | 1.31M +63.3K (+5.1%) | 44.95M +1.1M (+2.5%) | 2.85% +0.122 pp | 0.00% +0.000 pp | USD45.44 -24.4% | 42 qtrs — |
| 7 | NEWEDGE WEALTH, LLC | 1.26M +1.3M (+100.0%) | 43.26M +43.3M (+100.0%) | 2.74% +2.744 pp | 0.49% +0.489 pp | USD34.35 +0.0% | 1 qtrs NEW |
| 8 | SOUTHERNSUN ASSET MANAGEMENT, LLC | 1.03M +134.8K (+15.1%) | 35.35M +3.9M (+12.2%) | 2.24% +0.282 pp | 4.93% +0.853 pp | USD28.73 +19.6% | 13 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 817.4K -8.8K (-1.1%) | 28.08M -1.0M (-3.5%) | 1.78% -0.030 pp | 0.00% 0.000 pp | USD29.80 +15.3% | 42 qtrs — |
| 10 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 648.6K +648.6K (+100.0%) | 22.28M +22.3M (+100.0%) | 1.41% +1.413 pp | 0.06% +0.062 pp | USD34.35 +0.0% | 1 qtrs NEW |
| 11 | LOOMIS SAYLES & CO L P | 558.4K +558.4K (+100.0%) | 19.18M +19.2M (+100.0%) | 1.22% +1.216 pp | 0.02% +0.023 pp | USD34.35 +0.0% | 8 qtrs — |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 370.9K -10.0 (0.0%) | 12.74M -323.0K (-2.5%) | 0.81% -0.005 pp | 0.04% -0.002 pp | USD30.57 +12.4% | 14 qtrs — |
| 13 | D. E. SHAW & CO., INC. | 338.5K +63.0K (+22.9%) | 11.63M +1.9M (+19.8%) | 0.74% +0.134 pp | 0.01% +0.001 pp | USD33.03 +4.0% | 17 qtrs — |
| 14 | GOLDMAN SACHS GROUP INC | 293.2K +4.2K (+1.4%) | 10.07M -108.3K (-1.1%) | 0.64% +0.005 pp | 0.00% +0.000 pp | USD34.57 -0.6% | 41 qtrs — |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 292.0K -2.7K (-0.9%) | 10.03M -349.8K (-3.4%) | 0.64% -0.010 pp | 0.00% 0.000 pp | USD31.07 +10.6% | 39 qtrs — |
| 16 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 288.1K -2.5K (-0.8%) | 9.90M -337.0K (-3.3%) | 0.63% -0.009 pp | 0.01% 0.000 pp | USD19.52 +76.0% | 40 qtrs — |
| 17 | TWO SIGMA INVESTMENTS, LP | 286.2K +131.0K (+84.4%) | 9.83M +4.4M (+79.9%) | 0.62% +0.283 pp | 0.01% +0.006 pp | USD33.56 +2.4% | 4 qtrs — |
| 18 | NORTHERN TRUST CORP | 285.1K -19.5K (-6.4%) | 9.79M -936.5K (-8.7%) | 0.62% -0.047 pp | 0.00% 0.000 pp | USD24.11 +42.5% | 42 qtrs — |
| 19 | MOTLEY FOOL WEALTH MANAGEMENT, LLC | 282.7K -44.8K (-13.7%) | 9.71M -1.8M (-15.8%) | 0.62% -0.102 pp | 0.75% -0.029 pp | USD30.88 +11.2% | 16 qtrs — |
| 20 | ALGERT GLOBAL LLC | 273.5K +43.0K (+18.7%) | 9.40M +1.3M (+15.7%) | 0.60% +0.091 pp | 0.15% +0.011 pp | USD35.06 -2.0% | 18 qtrs — |
| 21 | MORGAN STANLEY | 273.1K -13.0K (-4.5%) | 9.38M -694.7K (-6.9%) | 0.59% -0.032 pp | 0.00% +0.000 pp | USD40.07 -14.3% | 42 qtrs — |
| 22 | JACOBS LEVY EQUITY MANAGEMENT, INC | 266.5K -10.1K (-3.7%) | 9.16M -588.5K (-6.0%) | 0.58% -0.026 pp | 0.04% -0.003 pp | USD38.89 -11.7% | 8 qtrs — |
| 23 | MILLENNIUM MANAGEMENT LLC | 258.1K -24.9K (-8.8%) | 8.86M -1.1M (-11.0%) | 0.56% -0.058 pp | 0.00% -0.001 pp | USD28.03 +22.5% | 18 qtrs — |
| 24 | ROYCE & ASSOCIATES LP | 247.3K +247.3K (+100.0%) | 8.50M +8.5M (+100.0%) | 0.54% +0.539 pp | 0.09% +0.086 pp | USD34.35 +0.0% | 1 qtrs NEW |
| 25 | FULLER & THALER ASSET MANAGEMENT, INC. | 223.6K +68.2K (+43.9%) | 7.68M +2.2M (+40.4%) | 0.49% +0.147 pp | 0.03% +0.007 pp | USD33.45 +2.7% | 30 qtrs — |
| 26 | RAYMOND JAMES FINANCIAL INC | 220.3K +34.3K (+18.5%) | 7.57M +1.0M (+15.5%) | 0.48% +0.072 pp | 0.00% +0.000 pp | USD36.05 -4.7% | 5 qtrs — |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 217.5K +11.6K (+5.6%) | 7.47M +218.2K (+3.0%) | 0.47% +0.023 pp | 0.00% +0.000 pp | USD34.56 -0.6% | 10 qtrs — |
| 28 | WHITTIER TRUST CO | 198.9K +20.7K (+11.6%) | 7.23M +1.0M (+17.0%) | 0.43% +0.043 pp | 0.08% +0.008 pp | USD35.13 -2.2% | 14 qtrs — |
| 29 | CITADEL ADVISORS LLC | 210.2K +49.1K (+30.4%) | 7.22M +1.5M (+27.2%) | 0.46% +0.105 pp | 0.00% +0.000 pp | USD32.02 +7.3% | 17 qtrs — |
| 30 | DIAMOND HILL CAPITAL MANAGEMENT INC | 204.1K -17.9K (-8.1%) | 7.01M -809.1K (-10.3%) | 0.44% -0.042 pp | 0.04% -0.001 pp | USD34.66 -0.9% | 25 qtrs — |
| 31 | BANK OF AMERICA CORP /DE/ | 188.6K -10.0K (-5.0%) | 6.48M -515.8K (-7.4%) | 0.41% -0.024 pp | 0.00% +0.000 pp | USD34.63 -0.8% | 42 qtrs — |
| 32 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 179.0K +13.7K (+8.3%) | 6.15M +326.2K (+5.6%) | 0.39% +0.028 pp | 0.02% +0.002 pp | USD32.21 +6.6% | 21 qtrs — |
| 33 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 176.4K +35.0K (+24.8%) | 6.06M +1.1M (+21.7%) | 0.38% +0.074 pp | 0.13% +0.021 pp | USD35.74 -3.9% | 9 qtrs — |
| 34 | TRUST CO OF THE SOUTH | 167.5K -162.5K (-49.2%) | 5.75M -5.9M (-50.5%) | 0.36% -0.358 pp | 0.93% -1.003 pp | USD40.56 -15.3% | 8 qtrs — |
| 35 | WELLS FARGO & COMPANY/MN | 161.5K +79.4K (+96.6%) | 5.55M +2.7M (+91.7%) | 0.35% +0.172 pp | 0.00% +0.001 pp | USD35.46 -3.1% | 42 qtrs — |
| 36 | UBS GROUP AG | 160.7K +36.5K (+29.4%) | 5.52M +1.1M (+26.2%) | 0.35% +0.078 pp | 0.00% +0.000 pp | USD39.83 -13.8% | 41 qtrs — |
| 37 | RICE HALL JAMES & ASSOCIATES, LLC | 147.0K -10.4K (-6.6%) | 5.05M -492.6K (-8.9%) | 0.32% -0.025 pp | 0.28% -0.024 pp | USD29.93 +14.8% | 13 qtrs — |
| 38 | STATE OF WISCONSIN INVESTMENT BOARD | 139.8K +101.9K (+268.9%) | 4.80M +3.5M (+259.8%) | 0.30% +0.221 pp | 0.01% +0.008 pp | USD33.82 +1.6% | 3 qtrs — |
| 39 | CENTERBOOK PARTNERS LP | 136.3K -12.1K (-8.1%) | 4.68M -543.4K (-10.4%) | 0.30% -0.028 pp | 0.23% -0.029 pp | USD30.05 +14.3% | 13 qtrs — |
| 40 | AMERIPRISE FINANCIAL INC | 134.3K -385.6K (-74.2%) | 4.61M -13.7M (-74.8%) | 0.29% -0.847 pp | 0.00% -0.003 pp | USD35.86 -4.2% | 28 qtrs — |
| 41 | WALLEYE CAPITAL LLC | 113.7K -2.8K (-2.4%) | 3.91M -197.3K (-4.8%) | 0.25% -0.008 pp | 0.01% -0.003 pp | USD29.53 +16.3% | 4 qtrs — |
| 42 | TWO SIGMA ADVISERS, LP | 113.6K +49.7K (+77.8%) | 3.90M +1.7M (+73.4%) | 0.25% +0.107 pp | 0.01% +0.003 pp | USD31.72 +8.3% | 16 qtrs — |
| 43 | WHITTIER TRUST CO OF NEVADA INC | 106.3K +3.3K (+3.2%) | 3.87M +290.1K (+8.1%) | 0.23% +0.006 pp | 0.08% +0.004 pp | USD35.14 -2.2% | 14 qtrs — |
| 44 | NUVEEN, LLC | 107.5K -194.3K (-64.4%) | 3.69M -6.9M (-65.3%) | 0.23% -0.427 pp | 0.00% -0.002 pp | USD27.01 +27.2% | 4 qtrs — |
| 45 | BANK OF NEW YORK MELLON CORP | 103.5K -72.8K (-41.3%) | 3.56M -2.7M (-42.7%) | 0.23% -0.161 pp | 0.00% -0.001 pp | USD25.31 +35.7% | 42 qtrs — |
| 46 | AQR CAPITAL MANAGEMENT LLC | 102.4K +8.1K (+8.6%) | 3.52M +197.0K (+5.9%) | 0.22% +0.017 pp | 0.00% 0.000 pp | USD32.82 +4.7% | 5 qtrs — |
| 47 | RUSSELL INVESTMENTS GROUP, LTD. | 102.1K +33.4K (+48.6%) | 3.51M +1.1M (+44.9%) | 0.22% +0.072 pp | 0.00% +0.001 pp | USD31.92 +7.6% | 33 qtrs — |
| 48 | CAPTRUST FINANCIAL ADVISORS | 93.0K +28.4K (+43.9%) | 3.20M +918.8K (+40.4%) | 0.20% +0.061 pp | 0.01% +0.001 pp | USD33.56 +2.4% | 23 qtrs — |
| 49 | AMERICAN CENTURY COMPANIES INC | 92.6K -9.9K (-9.6%) | 3.18M -427.6K (-11.8%) | 0.20% -0.023 pp | 0.00% 0.000 pp | USD40.91 -16.0% | 20 qtrs — |
| 50 | E. OHMAN J:OR ASSET MANAGEMENT AB | 90.3K +146.0 (+0.2%) | 3.10M -73.4K (-2.3%) | 0.20% -0.001 pp | 0.07% -0.003 pp | USD34.38 -0.1% | 8 qtrs — |
| 51 | EMPOWERED FUNDS, LLC | 86.2K +167.0 (+0.2%) | 2.96M -69.1K (-2.3%) | 0.19% -0.001 pp | 0.02% -0.007 pp | USD28.69 +19.7% | 4 qtrs — |
| 52 | DEUTSCHE BANK AG\ | 85.7K -38.3K (-30.9%) | 2.94M -1.4M (-32.6%) | 0.19% -0.085 pp | 0.00% -0.001 pp | USD38.07 -9.8% | 42 qtrs — |
| 53 | — | 83.3K +83.3K (+100.0%) | 2.86M +2.9M (+100.0%) | 0.18% +0.182 pp | 1.81% +1.807 pp | USD34.35 +0.0% | 1 qtrs NEW |
| 54 | ONE8ZERO8, LLC | 75.9K -1.1K (-1.4%) | 2.61M -104.8K (-3.9%) | 0.17% -0.003 pp | 0.57% -0.017 pp | USD38.02 -9.7% | 5 qtrs — |
| 55 | TD ASSET MANAGEMENT INC | 73.4K +— (+0.0%) | 2.52M -63.8K (-2.5%) | 0.16% -0.001 pp | 0.00% 0.000 pp | USD50.03 -31.3% | 36 qtrs — |
| 56 | SWISS NATIONAL BANK | 72.2K +1.5K (+2.1%) | 2.48M -10.0K (-0.4%) | 0.16% +0.002 pp | 0.00% +0.000 pp | USD25.54 +34.5% | 41 qtrs — |
| 57 | BARCLAYS PLC | 71.4K -2.2K (-3.0%) | 2.45M -1.0M (-29.7%) | 0.16% -0.006 pp | 0.00% 0.000 pp | USD41.31 -16.8% | 40 qtrs — |
| 58 | MOTLEY FOOL ASSET MANAGEMENT LLC | 68.1K +18.3K (+36.9%) | 2.34M +586.9K (+33.5%) | 0.15% +0.039 pp | 0.09% +0.019 pp | USD34.53 -0.5% | 16 qtrs — |
| 59 | NUMERAI GP LLC | 67.9K +226.0 (+0.3%) | 2.33M -51.1K (-2.1%) | 0.15% 0.000 pp | 0.28% -0.055 pp | USD28.67 +19.8% | 4 qtrs — |
| 60 | DARK FOREST CAPITAL MANAGEMENT LP | 64.6K -14.9K (-18.8%) | 2.22M -581.8K (-20.8%) | 0.14% -0.034 pp | 0.10% +0.017 pp | USD28.75 +19.5% | 13 qtrs — |
| 61 | INVESCO LTD. | 64.3K +5.4K (+9.2%) | 2.21M +135.8K (+6.5%) | 0.14% +0.011 pp | 0.00% +0.000 pp | USD44.64 -23.1% | 32 qtrs — |
| 62 | VERITION FUND MANAGEMENT LLC | 60.9K -5.0K (-7.6%) | 2.09M -229.5K (-9.9%) | 0.13% -0.012 pp | 0.01% -0.001 pp | USD30.50 +12.6% | 5 qtrs — |
| 63 | BRAGG FINANCIAL ADVISORS, INC | 59.4K +— (+0.0%) | 2.04M -51.7K (-2.5%) | 0.13% -0.001 pp | 0.07% -0.003 pp | USD30.21 +13.7% | 13 qtrs — |
| 64 | CHATHAM CAPITAL GROUP, INC. | 57.3K +775.0 (+1.4%) | 1.97M -22.5K (-1.1%) | 0.12% +0.001 pp | 0.28% -0.006 pp | USD33.74 +1.8% | 10 qtrs — |
| 65 | FMR LLC | 54.8K +1.9K (+3.6%) | 1.88M +19.0K (+1.0%) | 0.12% +0.003 pp | 0.00% +0.000 pp | USD32.85 +4.6% | 25 qtrs — |
| 66 | VICTORY CAPITAL MANAGEMENT INC | 54.3K +61.0 (+0.1%) | 1.86M -45.1K (-2.4%) | 0.12% -0.001 pp | 0.00% 0.000 pp | USD37.64 -8.7% | 26 qtrs — |
| 67 | JCSD CAPITAL, LLC | 53.3K +53.3K (+100.0%) | 1.83M +1.8M (+100.0%) | 0.12% +0.116 pp | 2.16% +2.162 pp | USD34.35 +0.0% | 1 qtrs NEW |
| 68 | TUDOR INVESTMENT CORP ET AL | 53.1K -122.5K (-69.8%) | 1.83M -4.4M (-70.5%) | 0.12% -0.269 pp | 0.00% -0.007 pp | USD35.68 -3.7% | 14 qtrs — |
| 69 | JPMORGAN CHASE & CO | 53.0K -108.2K (-67.1%) | 1.82M -3.9M (-67.9%) | 0.12% -0.238 pp | 0.00% 0.000 pp | USD37.34 -8.0% | 36 qtrs — |
| 70 | RMB CAPITAL MANAGEMENT, LLC | 50.2K +— (+0.0%) | 1.72M -43.7K (-2.5%) | 0.11% -0.001 pp | 0.03% -0.003 pp | USD33.87 +1.4% | 15 qtrs — |
| 71 | MENDON CAPITAL ADVISORS CORP | 50.0K +250.0 (+0.5%) | 1.72M +32.8K (+1.9%) | 0.11% 0.000 pp | 0.51% -0.138 pp | USD35.22 -2.5% | 2 qtrs — |
| 72 | UBS ASSET MANAGEMENT AMERICAS INC | 49.8K -1.1K (-2.2%) | 1.71M -83.1K (-4.6%) | 0.11% -0.003 pp | 0.00% +0.000 pp | USD32.29 +6.4% | 27 qtrs — |
| 73 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 50.0K +50.0K (+100.0%) | 1.71M +1.7M (+100.0%) | 0.11% +0.109 pp | 0.02% +0.019 pp | USD34.35 +0.0% | 1 qtrs NEW |
| 74 | ROYAL BANK OF CANADA | 49.0K -6.0K (-10.9%) | 1.68M -253.0K (-13.1%) | 0.11% -0.014 pp | 0.00% +0.000 pp | USD33.56 +2.4% | 37 qtrs — |
| 75 | RHUMBLINE ADVISERS | 45.9K -7.8K (-14.5%) | 1.58M -314.2K (-16.6%) | 0.10% -0.018 pp | 0.00% 0.000 pp | USD27.34 +25.6% | 39 qtrs — |
| 76 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 45.2K +13.0K (+40.6%) | 1.55M +419.7K (+37.1%) | 0.10% +0.028 pp | 0.05% +0.012 pp | USD31.11 +10.4% | 3 qtrs — |
| 77 | SQUAREPOINT OPS LLC | 44.8K -47.9K (-51.7%) | 1.54M -1.7M (-52.9%) | 0.10% -0.106 pp | 0.00% -0.002 pp | USD27.76 +23.7% | 4 qtrs — |
| 78 | MML INVESTORS SERVICES, LLC | 42.1K +2.7K (+6.8%) | 1.45M +58.3K (+4.2%) | 0.09% +0.005 pp | 0.00% 0.000 pp | USD34.50 -0.4% | 7 qtrs — |
| 79 | PDT PARTNERS, LLC | 41.6K +— (+0.0%) | 1.43M -36.2K (-2.5%) | 0.09% -0.001 pp | 0.09% +0.000 pp | USD29.16 +17.8% | 4 qtrs — |
| 80 | RAFFERTY ASSET MANAGEMENT, LLC | 40.1K -577.0 (-1.4%) | 1.38M -55.2K (-3.9%) | 0.09% -0.002 pp | 0.00% +0.000 pp | USD34.70 -1.0% | 21 qtrs — |
| 81 | SEI INVESTMENTS CO | 39.4K -3.0K (-7.0%) | 1.35M -138.2K (-9.3%) | 0.09% -0.007 pp | 0.00% 0.000 pp | USD33.85 +1.5% | 34 qtrs — |
| 82 | FEDERATED HERMES, INC. | 38.5K +468.0 (+1.2%) | 1.32M -17.0K (-1.3%) | 0.08% +0.001 pp | 0.00% 0.000 pp | USD30.81 +11.5% | 15 qtrs — |
| 83 | SALEM INVESTMENT COUNSELORS INC | 38.2K -1.2K (-3.0%) | 1.31M -75.2K (-5.4%) | 0.08% -0.003 pp | 0.04% -0.003 pp | USD33.06 +3.9% | 24 qtrs — |
| 84 | QUANTBOT TECHNOLOGIES LP | 37.9K -5.9K (-13.5%) | 1.30M -241.0K (-15.6%) | 0.08% -0.013 pp | 0.04% +0.001 pp | USD30.01 +14.5% | 19 qtrs — |
| 85 | ALLIANCEBERNSTEIN L.P. | 37.6K +— (+0.0%) | 1.29M -32.7K (-2.5%) | 0.08% -0.001 pp | 0.00% +0.000 pp | USD63.26 -45.7% | 39 qtrs — |
| 86 | CREATIVE PLANNING | 36.6K +7.1K (+24.2%) | 1.26M +219.1K (+21.1%) | 0.08% +0.015 pp | 0.00% +0.000 pp | USD33.66 +2.0% | 9 qtrs — |
| 87 | XTX TOPCO LTD | 34.9K +34.9K (+100.0%) | 1.20M +1.2M (+100.0%) | 0.08% +0.076 pp | 0.03% +0.031 pp | USD34.35 +0.0% | 1 qtrs NEW |
| 88 | QUEST PARTNERS LLC | 34.4K +3.6K (+11.5%) | 1.18M +95.1K (+8.7%) | 0.08% +0.007 pp | 0.07% -0.005 pp | USD33.50 +2.5% | 9 qtrs — |
| 89 | HOMESTEAD ADVISERS CORP | 34.1K +— (+0.0%) | 1.17M -29.7K (-2.5%) | 0.07% 0.000 pp | 0.03% +0.002 pp | USD37.87 -9.3% | 14 qtrs — |
| 90 | LEGAL & GENERAL GROUP PLC | 33.4K -5.5K (-14.1%) | 1.15M -223.8K (-16.3%) | 0.07% -0.012 pp | 0.00% 0.000 pp | USD46.02 -25.4% | 39 qtrs — |
| 91 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 33.2K -32.0 (-0.1%) | 1.14M -30.0K (-2.6%) | 0.07% -0.001 pp | 0.00% 0.000 pp | USD21.81 +57.5% | 42 qtrs — |
| 92 | ADVISOR GROUP HOLDINGS, INC. | 32.9K +1.4K (+4.4%) | 1.13M -17.4K (-1.5%) | 0.07% +0.003 pp | 0.00% +0.000 pp | USD36.73 -6.5% | 24 qtrs — |
| 93 | JUMP FINANCIAL, LLC | 32.8K -6.4K (-16.2%) | 1.13M -252.5K (-18.3%) | 0.07% -0.014 pp | 0.01% -0.003 pp | USD28.45 +20.7% | 4 qtrs — |
| 94 | STIFEL FINANCIAL CORP | 32.5K -2.8K (-7.8%) | 1.12M -125.6K (-10.1%) | 0.07% -0.007 pp | 0.00% 0.000 pp | USD36.40 -5.6% | 7 qtrs — |
| 95 | CITIGROUP INC | 32.5K +3.9K (+13.4%) | 1.12M +107.3K (+10.6%) | 0.07% +0.008 pp | 0.00% +0.000 pp | USD29.44 +16.7% | 37 qtrs — |
| 96 | BOOTHBAY FUND MANAGEMENT, LLC | 32.2K -124.8K (-79.5%) | 1.11M -4.4M (-80.0%) | 0.07% -0.274 pp | 0.02% -0.064 pp | USD29.80 +15.3% | 3 qtrs — |
| 97 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 32.2K +32.2K (+100.0%) | 1.11M +1.1M (+100.0%) | 0.07% +0.070 pp | 0.00% +0.002 pp | USD34.35 +0.0% | 1 qtrs NEW |
| 98 | ENGINEERS GATE MANAGER LP | 32.2K +11.8K (+58.0%) | 1.10M +387.8K (+54.1%) | 0.07% +0.025 pp | 0.01% +0.005 pp | USD34.90 -1.6% | 4 qtrs — |
| 99 | LPL FINANCIAL LLC | 31.8K +868.0 (+2.8%) | 1.09M +2.9K (+0.3%) | 0.07% +0.002 pp | 0.00% +0.000 pp | USD30.07 +14.2% | 22 qtrs — |
| 100 | BLAIR WILLIAM & CO/IL | 30.1K +30.1K (+100.0%) | 1.03M +1.0M (+100.0%) | 0.07% +0.066 pp | 0.00% +0.003 pp | USD34.35 +0.0% | 1 qtrs NEW |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 10,000 | 37.25 | 372.5K | 2,887,844 | I | ↗ |
| 2026-05-27 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 10,000 | 37.65 | 376.5K | 2,897,844 | I | ↗ |
| 2026-05-21 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 6,612 | 36.92 | 244.1K | 2,911,232 | I | ↗ |
| 2026-05-20 | Moroz Mark Michael | Officer | M-Exempt | D | Restricted Stock Units | 7,117 | 0.00 | — | 28,470 | D | ↗ |
| 2026-05-20 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 355 | 37.15 | 13.2K | 2,917,844 | I | ↗ |
| 2026-05-19 | Valine Yousef A. | Director | A-Award | A | Restricted Stock Units | 2,486 | 0.00 | — | 2,486 | D | ↗ |
| 2026-05-19 | Petty Miltom Emmett | Director | A-Award | A | Restricted Stock Units | 2,486 | 0.00 | — | 2,486 | D | ↗ |
| 2026-05-19 | McHenry Patrick Timothy | Director | A-Award | A | Restricted Stock Units | 2,486 | 0.00 | — | 2,486 | D | ↗ |
| 2026-05-19 | Lunsford Jeffrey W | Director | A-Award | A | Restricted Stock Units | 2,486 | 0.00 | — | 2,486 | D | ↗ |
| 2026-05-19 | LUCHT DAVID G | Director | A-Award | A | Restricted Stock Units | 2,486 | 0.00 | — | 2,486 | D | ↗ |
| 2026-05-19 | Cameron William Henderson | Director | A-Award | A | Restricted Stock Units | 2,486 | 0.00 | — | 2,486 | D | ↗ |
| 2026-05-19 | Bradford Tonya Williams | Director | A-Award | A | Restricted Stock Units | 2,486 | 0.00 | — | 2,486 | D | ↗ |
| 2026-05-14 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 10,000 | 36.23 | 362.3K | 2,927,844 | I | ↗ |
| 2026-05-13 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 10,000 | 35.96 | 359.6K | 2,937,844 | I | ↗ |
| 2026-05-01 | Valine Yousef A. | Director | M-Exempt | D | Restricted Stock Units | 2,946 | 0.00 | — | 0 | D | ↗ |
| 2026-05-01 | Petty Miltom Emmett | Director | M-Exempt | D | Restricted Stock Units | 2,946 | 0.00 | — | 0 | D | ↗ |
| 2026-05-01 | McHenry Patrick Timothy | Director | M-Exempt | D | Restricted Stock Units | 3,080 | 0.00 | — | 0 | D | ↗ |
| 2026-05-01 | Lunsford Jeffrey W | Director | M-Exempt | D | Restricted Stock Units | 1,890 | 0.00 | — | 0 | D | ↗ |
| 2026-05-01 | LUCHT DAVID G | Director | M-Exempt | D | Restricted Stock Units | 2,946 | 0.00 | — | 0 | D | ↗ |
| 2026-05-01 | Davis Sally S | Director | M-Exempt | D | Restricted Stock Units | 1,890 | 0.00 | — | 0 | D | ↗ |
| 2026-05-01 | Cameron William Henderson | Director | M-Exempt | D | Restricted Stock Units | 2,946 | 0.00 | — | 0 | D | ↗ |
| 2026-05-01 | Bradford Tonya Williams | Director | M-Exempt | A | Voting Common Stock | 2,946 | 0.00 | — | 9,643 | D | ↗ |
| 2026-04-30 | Derraik Renato | Officer | S-Sale | D | Voting Common Stock | 75,000 | 37.83 | 2.84M | 4,243 | D | ↗ |
| 2026-03-12 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 10,000 | 32.50 | 325.0K | 2,947,844 | I | ↗ |
| 2026-03-11 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 10,000 | 32.83 | 328.3K | 2,957,844 | I | ↗ |
| 2026-03-05 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 8,861 | 35.37 | 313.4K | 2,968,983 | I | ↗ |
| 2026-03-04 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 10,000 | 36.69 | 366.9K | 2,977,844 | I | ↗ |
| 2026-03-02 | Seward Gregory W | Officer | S-Sale | D | Voting Common Stock | 3,000 | 36.70 | 110.1K | 113,797 | D | ↗ |
| 2026-03-02 | Phifer Walter J | Officer | S-Sale | D | Voting Common Stock | 4,712 | 36.58 | 172.4K | 10,103 | D | ↗ |
| 2026-02-26 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 8,754 | 39.29 | 343.9K | 2,989,090 | I | ↗ |
| 2026-02-25 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 7,463 | 39.21 | 292.6K | 3,000,381 | I | ↗ |
| 2026-02-23 | Spencer Courtney | Officer | M-Exempt | D | Restricted Stock Units | 2,000 | 0.00 | — | 0 | D | ↗ |
| 2026-02-23 | Seward Gregory W | Officer | F-InKind | D | Voting Common Stock | 445 | 38.30 | 17.0K | 116,797 | D | ↗ |
| 2026-02-23 | SUTHERLAND JOHN W. | Officer | M-Exempt | D | Restricted Stock Units | 178 | 0.00 | — | 0 | D | ↗ |
| 2026-02-23 | Phifer Walter J | Officer | M-Exempt | D | Restricted Stock Units | 69 | 0.00 | — | 0 | D | ↗ |
| 2026-02-23 | Moroz Mark Michael | Officer | M-Exempt | D | Restricted Stock Units | 4,000 | 0.00 | — | 0 | D | ↗ |
| 2026-02-23 | Cairns Michael | Officer | M-Exempt | A | Voting Common Stock | 145 | 0.00 | — | 10,257 | D | ↗ |
| 2026-02-19 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 10,000 | 40.04 | 400.4K | 3,007,844 | I | ↗ |
| 2026-02-18 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 762 | 41.15 | 31.4K | 3,017,844 | I | ↗ |
| 2026-02-17 | Spencer Courtney | Officer | M-Exempt | A | Voting Common Stock | 1,580 | 0.00 | — | 30,127 | D | ↗ |
| 2026-02-17 | Seward Gregory W | Officer | M-Exempt | D | Restricted Stock Units | 2,370 | 0.00 | — | 2,370 | D | ↗ |
| 2026-02-17 | SUTHERLAND JOHN W. | Officer | F-InKind | D | Voting Common Stock | 158 | 40.75 | 6.4K | 16,531 | D | ↗ |
| 2026-02-17 | Moroz Mark Michael | Officer | M-Exempt | D | Restricted Stock Units | 1,580 | 0.00 | — | 1,580 | D | ↗ |
| 2026-02-17 | Losch William C III | Officer | F-InKind | D | Voting Common Stock | 562 | 40.75 | 22.9K | 212,278 | D | ↗ |
| 2026-02-17 | Derraik Renato | Officer | M-Exempt | D | Restricted Stock Units | 1,580 | 0.00 | — | 1,580 | D | ↗ |
| 2026-02-13 | Spencer Courtney | Officer | M-Exempt | D | Restricted Stock Units | 2,845 | 0.00 | — | 5,690 | D | ↗ |
| 2026-02-13 | Seward Gregory W | Officer | M-Exempt | D | Restricted Stock Units | 11,948 | 0.00 | — | 23,898 | D | ↗ |
| 2026-02-13 | SUTHERLAND JOHN W. | Officer | M-Exempt | D | Restricted Stock Units | 711 | 0.00 | — | 1,423 | D | ↗ |
| 2026-02-13 | Losch William C III | Officer | F-InKind | D | Voting Common Stock | 7,965 | 40.54 | 322.9K | 211,576 | D | ↗ |
| 2026-02-13 | Derraik Renato | Officer | M-Exempt | D | Restricted Stock Units | 17,923 | 0.00 | — | 35,846 | D | ↗ |
| 2026-02-12 | Spencer Courtney | Officer | F-InKind | D | Voting Common Stock | 1,038 | 40.22 | 41.7K | 26,966 | D | ↗ |
| 2026-02-12 | Seward Gregory W | Officer | M-Exempt | A | Voting Common Stock | 2,754 | 0.00 | — | 109,560 | D | ↗ |
| 2026-02-12 | SUTHERLAND JOHN W. | Officer | F-InKind | D | Voting Common Stock | 436 | 40.22 | 17.5K | 16,016 | D | ↗ |
| 2026-02-12 | Phifer Walter J | Officer | M-Exempt | A | Voting Common Stock | 2,003 | 0.00 | — | 15,770 | D | ↗ |
| 2026-02-12 | Moroz Mark Michael | Officer | M-Exempt | D | Restricted Stock Units | 2,253 | 0.00 | — | 6,760 | D | ↗ |
| 2026-02-12 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 9,265 | 40.05 | 371.0K | 3,028,579 | I | ↗ |
| 2026-02-12 | Losch William C III | Officer | M-Exempt | D | Restricted Stock Units | 11,016 | 0.00 | — | 33,050 | D | ↗ |
| 2026-02-12 | Derraik Renato | Officer | F-InKind | D | Voting Common Stock | 1,892 | 40.22 | 76.1K | 68,408 | D | ↗ |
| 2026-02-11 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 9,598 | 40.84 | 392.0K | 3,038,246 | I | ↗ |
| 2026-02-10 | Spencer Courtney | Officer | M-Exempt | D | Restricted Stock Units | 1,425 | 0.00 | — | 5,701 | D | ↗ |
| 2026-02-10 | Seward Gregory W | Officer | M-Exempt | D | Restricted Stock Units | 1,852 | 0.00 | — | 7,412 | D | ↗ |
| 2026-02-10 | SUTHERLAND JOHN W. | Officer | M-Exempt | D | Restricted Stock Units | 570 | 0.00 | — | 2,280 | D | ↗ |
| 2026-02-10 | Phifer Walter J | Officer | F-InKind | D | Voting Common Stock | 957 | 41.04 | 39.3K | 13,767 | D | ↗ |
| 2026-02-10 | Moroz Mark Michael | Officer | M-Exempt | D | Restricted Stock Units | 1,852 | 0.00 | — | 7,412 | D | ↗ |
| 2026-02-10 | Losch William C III | Officer | M-Exempt | A | Voting Common Stock | 9,030 | 0.00 | — | 199,603 | D | ↗ |
| 2026-02-10 | Derraik Renato | Officer | M-Exempt | D | Restricted Stock Units | 3,135 | 0.00 | — | 12,543 | D | ↗ |
| 2026-02-10 | Cairns Michael | Officer | M-Exempt | D | Restricted Stock Units | 1,282 | 0.00 | — | 5,131 | D | ↗ |
| 2026-02-09 | Stasiowska Ewa Maria | Officer | A-Award | A | Restricted Stock Units | 8,383 | 0.00 | — | 8,383 | D | ↗ |
| 2026-02-09 | Spencer Courtney | Officer | A-Award | A | Restricted Stock Units | 6,586 | 0.00 | — | 6,586 | D | ↗ |
| 2026-02-09 | Seward Gregory W | Officer | A-Award | A | Restricted Stock Units | 8,383 | 0.00 | — | 8,383 | D | ↗ |
| 2026-02-09 | SUTHERLAND JOHN W. | Officer | A-Award | A | Restricted Stock Units | 2,754 | 0.00 | — | 2,754 | D | ↗ |
| 2026-02-09 | Phifer Walter J | Officer | A-Award | A | Restricted Stock Units | 9,580 | 0.00 | — | 9,580 | D | ↗ |
| 2026-02-09 | Moroz Mark Michael | Officer | A-Award | A | Restricted Stock Units | 8,982 | 0.00 | — | 8,982 | D | ↗ |
| 2026-02-09 | Losch William C III | Officer | A-Award | A | Restricted Stock Units | 52,694 | 0.00 | — | 52,694 | D | ↗ |
| 2026-02-09 | Derraik Renato | Officer | A-Award | A | Restricted Stock Units | 13,173 | 0.00 | — | 13,173 | D | ↗ |
| 2026-02-09 | Cairns Michael | Officer | A-Award | A | Restricted Stock Units | 10,778 | 0.00 | — | 10,778 | D | ↗ |
| 2026-02-06 | Phifer Walter J | Officer | M-Exempt | A | Voting Common Stock | 6,160 | 13.59 | 83.7K | 12,872 | D | ↗ |
| 2026-02-05 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 9,350 | 40.13 | 375.2K | 3,048,494 | I | ↗ |
| 2026-02-04 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 240 | 42.44 | 10.2K | 3,057,844 | I | ↗ |
| 2026-01-26 | Stasiowska Ewa Maria | Officer | P-Purchase | A | Voting Common Stock | 2,595 | 38.53 | 100.0K | 2,595 | D | ↗ |
| 2026-01-26 | Spencer Courtney | Officer | M-Exempt | A | Voting Common Stock | 14,000 | 13.59 | 190.3K | 34,860 | D | ↗ |
| 2025-12-19 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 10,000 | 36.17 | 361.7K | 3,067,844 | I | ↗ |
| 2025-12-17 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 10,000 | 35.97 | 359.7K | 3,077,844 | I | ↗ |
| 2025-12-15 | Phifer Walter J | Officer | M-Exempt | A | Voting Common Stock | 235 | 0.00 | — | 6,821 | D | ↗ |
| 2025-12-15 | Cairns Michael | Officer | M-Exempt | D | Restricted Stock Units | 235 | 0.00 | — | 236 | D | ↗ |
| 2025-12-12 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 10,000 | 35.13 | 351.3K | 3,087,844 | I | ↗ |
| 2025-12-10 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 6,495 | 34.69 | 225.3K | 3,097,844 | I | ↗ |
| 2025-12-09 | Phifer Walter J | Officer | F-InKind | D | Voting Common Stock | 729 | 33.02 | 24.1K | 6,586 | D | ↗ |
| 2025-12-09 | Moroz Mark Michael | Officer | M-Exempt | A | Voting Common Stock | 2,829 | 0.00 | — | 10,136 | D | ↗ |
| 2025-12-09 | Cairns Michael | Officer | F-InKind | D | Voting Common Stock | 420 | 33.02 | 13.9K | 9,338 | D | ↗ |
| 2025-12-08 | Cairns Michael | Officer | M-Exempt | A | Voting Common Stock | 946 | 0.00 | — | 9,236 | D | ↗ |
| 2025-12-05 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 10,000 | 32.81 | 328.1K | 3,107,844 | I | ↗ |
| 2025-12-03 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 6,082 | 32.92 | 200.2K | 3,121,762 | I | ↗ |
| 2025-12-01 | Stasiowska Ewa Maria | Officer | — | — | Voting Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-11-28 | Seward Gregory W | Officer | G-Gift | D | Voting Common Stock | 150 | 0.00 | — | 105,876 | D | ↗ |
| 2025-11-28 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 10,000 | 32.04 | 320.4K | 3,127,844 | I | ↗ |
| 2025-11-26 | Seward Gregory W | Officer | G-Gift | D | Voting Common Stock | 100 | 0.00 | — | 106,026 | D | ↗ |
| 2025-11-26 | MAHAN JAMES S III | Director / Officer / 10% Owner | S-Sale | D | Voting Common Stock | 10,000 | 32.17 | 321.7K | 3,137,844 | I | ↗ |
| 2025-11-20 | Bradford Tonya Williams | Director | P-Purchase | A | Voting Common Stock | 1,000 | 30.24 | 30.2K | 6,697 | D | ↗ |
| 2025-11-19 | Seward Gregory W | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 1,500 | 14.55 | 21.8K | 0 | D | ↗ |
| 2025-11-18 | Seward Gregory W | Officer | M-Exempt | A | Voting Common Stock | 12,000 | 14.55 | 174.6K | 108,877 | D | ↗ |
| 2025-10-29 | LUCHT DAVID G | Director | G-Gift | D | Voting Common Stock | 3,000 | 0.00 | — | 15,677 | D | ↗ |
| 2025-09-04 | Lunsford Jeffrey W | Director | A-Award | A | Restricted Stock Units | 1,890 | 0.00 | — | 1,890 | D | ↗ |
| 2025-08-25 | Losch William C III | Officer | M-Exempt | A | Voting Common Stock | 50,000 | 0.00 | — | 212,794 | D | ↗ |
| 2025-08-19 | Cairns Michael | Officer | M-Exempt | D | Restricted Stock Units | 2,420 | 0.00 | — | 9,680 | D | ↗ |
| 2025-08-18 | Phifer Walter J | Officer | A-Award | A | Restricted Stock Units | 14,581 | 0.00 | — | 14,581 | D | ↗ |
| 2025-08-18 | LUCHT DAVID G | Director | P-Purchase | A | Depositary Shares | 4,000 | 25.12 | 100.5K | 4,000 | D | ↗ |
| 2025-08-12 | Lunsford Jeffrey W | Director | — | — | Voting Common Stock | 0 | 0.00 | — | 10,750 | D | ↗ |
| 2025-08-11 | Losch William C III | Officer | M-Exempt | D | Restricted Stock Units | 42,000 | 0.00 | — | 42,000 | D | ↗ |
| 2025-08-11 | Derraik Renato | Officer | M-Exempt | A | Voting Common Stock | 25,000 | 0.00 | — | 75,535 | D | ↗ |
| 2025-06-27 | SUTHERLAND JOHN W. | Officer | M-Exempt | A | Voting Common Stock | 3,000 | 17.00 | 51.0K | 15,290 | D | ↗ |
| 2025-05-28 | McHenry Patrick Timothy | Director | A-Award | A | Restricted Stock Units | 3,080 | 0.00 | — | 3,080 | D | ↗ |
| 2025-05-21 | McHenry Patrick Timothy | Director | — | — | Voting Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-05-20 | Valine Yousef A. | Director | A-Award | A | Restricted Stock Units | 2,946 | 0.00 | — | 2,946 | D | ↗ |
| 2025-05-20 | Petty Miltom Emmett | Director | A-Award | A | Restricted Stock Units | 2,946 | 0.00 | — | 2,946 | D | ↗ |
| 2025-05-20 | LUCHT DAVID G | Director | A-Award | A | Restricted Stock Units | 2,946 | 0.00 | — | 2,946 | D | ↗ |
| 2025-05-20 | Cameron William Henderson | Director | A-Award | A | Restricted Stock Units | 2,946 | 0.00 | — | 2,946 | D | ↗ |
| 2025-05-20 | Bradford Tonya Williams | Director | A-Award | A | Restricted Stock Units | 2,946 | 0.00 | — | 2,946 | D | ↗ |
| 2025-05-19 | Moroz Mark Michael | Officer | A-Award | A | Restricted Stock Units | 35,587 | 0.00 | — | 35,587 | D | ↗ |
| 2025-05-07 | Cameron William Henderson | Director | P-Purchase | A | Voting Common Stock | 5,000 | 26.10 | 130.5K | 16,904 | D | ↗ |
| 2025-05-06 | Cameron William Henderson | Director | P-Purchase | A | Voting Common Stock | 5,000 | 25.92 | 129.6K | 11,904 | D | ↗ |
| 2025-05-06 | Bradford Tonya Williams | Director | S-Sale | D | Voting Common Stock | 2,500 | 26.51 | 66.3K | 5,697 | D | ↗ |
| 2025-05-01 | Valine Yousef A. | Director | M-Exempt | D | Restricted Stock Units | 2,327 | 0.00 | — | 0 | D | ↗ |
| 2025-05-01 | Petty Miltom Emmett | Director | M-Exempt | D | Restricted Stock Units | 2,327 | 0.00 | — | 0 | D | ↗ |
| 2025-05-01 | Moroz Mark Michael | Officer | — | — | Restricted Stock Units | 9,264 | 0.00 | — | 0 | D | ↗ |
| 2025-05-01 | LUCHT DAVID G | Director | M-Exempt | D | Restricted Stock Units | 2,327 | 0.00 | — | 0 | D | ↗ |
| 2025-05-01 | Hoffsis Glen F. | Director | M-Exempt | A | Voting Common Stock | 2,327 | 0.00 | — | 134,573 | D | ↗ |
| 2025-05-01 | Glossman Diane Beth | Director | M-Exempt | D | Restricted Stock Units | 2,327 | 0.00 | — | 0 | D | ↗ |
| 2025-05-01 | Cameron William Henderson | Director | M-Exempt | D | Restricted Stock Units | 2,327 | 0.00 | — | 0 | D | ↗ |
| 2025-05-01 | Bradford Tonya Williams | Director | M-Exempt | A | Voting Common Stock | 2,327 | 0.00 | — | 8,197 | D | ↗ |
| 2025-02-24 | Spencer Courtney | Officer | M-Exempt | D | Restricted Stock Units | 2,000 | 0.00 | — | 2,000 | D | ↗ |
| 2025-02-24 | Seward Gregory W | Officer | M-Exempt | D | Restricted Stock Units | 1,000 | 0.00 | — | 1,000 | D | ↗ |
| 2025-02-24 | SUTHERLAND JOHN W. | Officer | M-Exempt | A | Voting Common Stock | 178 | 0.00 | — | 12,379 | D | ↗ |
| 2025-02-24 | Phifer Walter J | Officer | M-Exempt | D | Restricted Stock Units | 69 | 0.00 | — | 69 | D | ↗ |
| 2025-02-24 | Mann Stephanie | Officer | F-InKind | D | Voting Common Stock | 589 | 31.99 | 18.8K | 42,195 | D | ↗ |
| 2025-02-24 | Davis Micah S | Officer | M-Exempt | D | Restricted Stock Units | 1,000 | 0.00 | — | 1,000 | D | ↗ |
| 2025-02-24 | Cairns Michael | Officer | M-Exempt | A | Voting Common Stock | 145 | 0.00 | — | 7,019 | D | ↗ |
| 2025-02-14 | Spencer Courtney | Officer | F-InKind | D | Voting Common Stock | 703 | 33.93 | 23.9K | 19,749 | D | ↗ |
| 2025-02-14 | Seward Gregory W | Officer | M-Exempt | A | Voting Common Stock | 11,949 | 0.00 | — | 100,317 | D | ↗ |
| 2025-02-14 | SUTHERLAND JOHN W. | Officer | M-Exempt | A | Voting Common Stock | 711 | 0.00 | — | 12,397 | D | ↗ |
| 2025-02-14 | Mann Stephanie | Officer | M-Exempt | D | Restricted Stock Units | 1,580 | 0.00 | — | 3,160 | D | ↗ |
| 2025-02-14 | MAHAN JAMES S III | Director / Officer / 10% Owner | G-Gift | D | Voting Common Stock | 72,000 | 0.00 | — | 140,150 | I | ↗ |
| 2025-02-14 | Losch William C III | Officer | M-Exempt | A | Voting Common Stock | 1,264 | 0.00 | — | 140,021 | D | ↗ |
| 2025-02-14 | Derraik Renato | Officer | M-Exempt | A | Voting Common Stock | 17,923 | 0.00 | — | 57,623 | D | ↗ |
| 2025-02-14 | Davis Micah S | Officer | M-Exempt | A | Voting Common Stock | 948 | 0.00 | — | 47,982 | D | ↗ |
| 2025-02-12 | Spencer Courtney | Officer | M-Exempt | D | Restricted Stock Units | 2,128 | 0.00 | — | 8,512 | D | ↗ |
| 2025-02-12 | Seward Gregory W | Officer | M-Exempt | D | Restricted Stock Units | 2,754 | 0.00 | — | 11,016 | D | ↗ |
| 2025-02-12 | SUTHERLAND JOHN W. | Officer | M-Exempt | D | Restricted Stock Units | 876 | 0.00 | — | 3,505 | D | ↗ |
| 2025-02-12 | Phifer Walter J | Officer | F-InKind | D | Voting Common Stock | 997 | 34.80 | 34.7K | 5,709 | D | ↗ |
| 2025-02-12 | Mann Stephanie | Officer | M-Exempt | D | Restricted Stock Units | 2,253 | 0.00 | — | 9,013 | D | ↗ |
| 2025-02-12 | Losch William C III | Officer | M-Exempt | A | Voting Common Stock | 11,016 | 0.00 | — | 133,756 | D | ↗ |
| 2025-02-12 | Derraik Renato | Officer | M-Exempt | A | Voting Common Stock | 4,256 | 0.00 | — | 41,700 | D | ↗ |
| 2025-02-12 | Davis Micah S | Officer | F-InKind | D | Voting Common Stock | 856 | 34.80 | 29.8K | 45,766 | D | ↗ |
| 2025-02-10 | Spencer Courtney | Officer | M-Exempt | D | Restricted Stock Units | 2,003 | 0.00 | — | 0 | D | ↗ |
| 2025-02-10 | Seward Gregory W | Officer | M-Exempt | A | Voting Common Stock | 2,003 | 0.00 | — | 87,885 | D | ↗ |
| 2025-02-10 | SUTHERLAND JOHN W. | Officer | M-Exempt | A | Voting Common Stock | 461 | 0.00 | — | 11,476 | D | ↗ |
| 2025-02-10 | Phifer Walter J | Officer | M-Exempt | D | Restricted Stock Units | 195 | 0.00 | — | 0 | D | ↗ |
| 2025-02-10 | Mann Stephanie | Officer | M-Exempt | D | Restricted Stock Units | 1,112 | 0.00 | — | 5,562 | D | ↗ |
| 2025-02-10 | Losch William C III | Officer | A-Award | A | Restricted Stock Units | 45,153 | 0.00 | — | 45,153 | D | ↗ |
| 2025-02-10 | Derraik Renato | Officer | A-Award | A | Restricted Stock Units | 15,678 | 0.00 | — | 15,678 | D | ↗ |
| 2025-02-10 | Davis Micah S | Officer | M-Exempt | A | Voting Common Stock | 2,003 | 0.00 | — | 45,867 | D | ↗ |
| 2025-02-10 | Cairns Michael | Officer | M-Exempt | A | Voting Common Stock | 390 | 0.00 | — | 7,068 | D | ↗ |
| 2024-12-16 | Phifer Walter J | Officer | M-Exempt | D | Restricted Stock Units | 235 | 0.00 | — | 471 | D | ↗ |
| 2024-12-16 | Cairns Michael | Officer | F-InKind | D | Voting Common Stock | 105 | 44.54 | 4.7K | 6,678 | D | ↗ |
| 2024-12-09 | Phifer Walter J | Officer | M-Exempt | A | Voting Common Stock | 1,572 | 0.00 | — | 5,174 | D | ↗ |
| 2024-12-09 | Cairns Michael | Officer | M-Exempt | A | Voting Common Stock | 945 | 0.00 | — | 7,388 | D | ↗ |
| 2024-11-15 | SUTHERLAND JOHN W. | Officer | G-Gift | D | Voting Common Stock | 3,000 | 0.00 | — | 11,015 | D | ↗ |
| 2024-11-14 | Seward Gregory W | Officer | G-Gift | D | Voting Common Stock | 1,000 | 0.00 | — | 85,882 | D | ↗ |
| 2024-11-13 | SUTHERLAND JOHN W. | Officer | S-Sale | D | Voting Common Stock | 12,588 | 49.00 | 616.8K | 14,015 | D | ↗ |
| 2024-11-07 | Seward Gregory W | Officer | S-Sale | D | Voting Common Stock | 4,645 | 46.59 | 216.4K | 92,237 | D | ↗ |
| 2024-10-29 | Cameron William Henderson | Director | P-Purchase | A | Voting Common Stock | 1,000 | 39.76 | 39.8K | 202,217 | I | ↗ |
| 2024-08-26 | Losch William C III | Officer | M-Exempt | D | Restricted Stock Units | 50,000 | 0.00 | — | 200,000 | — | ↗ |
| 2024-08-23 | SUTHERLAND JOHN W. | Officer | S-Sale | D | Voting Common Stock | 20,000 | 43.00 | 860.0K | 26,603 | — | ↗ |
| 2024-08-19 | Cairns Michael | Officer | A-Award | A | Restricted Stock Units | 12,100 | 0.00 | — | 12,100 | — | ↗ |
| 2024-08-12 | Losch William C III | Officer | M-Exempt | D | Restricted Stock Units | 42,000 | 0.00 | — | 84,000 | — | ↗ |
| 2024-08-12 | Derraik Renato | Officer | F-InKind | D | Voting Common Stock | 11,110 | 38.43 | 427.0K | 37,444 | — | ↗ |
| 2024-08-01 | Cairns Michael | Officer | — | D | Voting Common Stock | 0 | 0.00 | — | 5,500 | — | ↗ |
| 2024-07-30 | LUCHT DAVID G | Director | G-Gift | D | Voting Common Stock | 3,750 | 0.00 | — | 16,350 | — | ↗ |
| 2024-05-21 | Valine Yousef A. | Director | A-Award | A | Restricted Stock Units | 2,327 | 0.00 | — | 2,327 | — | ↗ |
| 2024-05-21 | Petty Miltom Emmett | Director | A-Award | A | Restricted Stock Units | 2,327 | 0.00 | — | 2,327 | — | ↗ |
| 2024-05-21 | LUCHT DAVID G | Director | A-Award | A | Restricted Stock Units | 2,327 | 0.00 | — | 2,327 | — | ↗ |
| 2024-05-21 | Hoffsis Glen F. | Director | A-Award | A | Restricted Stock Units | 2,327 | 0.00 | — | 2,327 | — | ↗ |
| 2024-05-21 | Glossman Diane Beth | Director | A-Award | A | Restricted Stock Units | 2,327 | 0.00 | — | 2,327 | — | ↗ |
| 2024-05-21 | Cameron William Henderson | Director | A-Award | A | Restricted Stock Units | 2,327 | 0.00 | — | 2,327 | — | ↗ |
| 2024-05-21 | Bradford Tonya Williams | Director | A-Award | A | Restricted Stock Units | 2,327 | 0.00 | — | 2,327 | — | ↗ |
| 2024-05-15 | Bradford Tonya Williams | Director | S-Sale | D | Voting Common Stock | 2,600 | 35.97 | 93.5K | 5,870 | — | ↗ |
| 2024-05-02 | WILLIAMS WILLIAM L. III | Director | G-Gift | A | Voting Common Stock | 137,025 | 0.00 | — | 137,025 | — | ↗ |
| 2024-05-01 | Valine Yousef A. | Director | M-Exempt | D | Restricted Stock Units | 3,625 | 0.00 | — | 0 | — | ↗ |
| 2024-05-01 | Petty Miltom Emmett | Director | M-Exempt | D | Restricted Stock Units | 3,625 | 0.00 | — | 0 | — | ↗ |
| 2024-05-01 | LUCHT DAVID G | Director | M-Exempt | D | Restricted Stock Units | 3,625 | 0.00 | — | 0 | — | ↗ |
| 2024-05-01 | Hoffsis Glen F. | Director | M-Exempt | D | Restricted Stock Units | 3,625 | 0.00 | — | 0 | — | ↗ |
| 2024-05-01 | Glossman Diane Beth | Director | M-Exempt | A | Voting Common Stock | 3,625 | 0.00 | — | 70,656 | — | ↗ |
| 2024-05-01 | Cameron William Henderson | Director | M-Exempt | D | Restricted Stock Units | 3,625 | 0.00 | — | 0 | — | ↗ |
| 2024-05-01 | Bradford Tonya Williams | Director | M-Exempt | D | Restricted Stock Units | 3,625 | 0.00 | — | 0 | — | ↗ |
| 2024-03-11 | Davis Micah S | Officer | S-Sale | D | Voting Common Stock | 8,613 | 39.87 | 343.4K | 43,864 | — | ↗ |
| 2024-03-07 | SUTHERLAND JOHN W. | Officer | S-Sale | D | Voting Common Stock | 9,459 | 40.58 | 383.8K | 47,644 | — | ↗ |
| 2024-02-29 | Petty Miltom Emmett | Director | M-Exempt | D | Stock Option (right to buy) | 30,000 | 4.40 | 132.0K | 0 | — | ↗ |
| 2024-02-23 | Spencer Courtney | Officer | M-Exempt | A | Voting Common Stock | 2,000 | 0.00 | — | 16,065 | — | ↗ |
| 2024-02-23 | Smits Steve | Officer | M-Exempt | D | Restricted Stock Units | 1,000 | 0.00 | — | 2,000 | — | ↗ |
| 2024-02-23 | Seward Gregory W | Officer | F-InKind | D | Voting Common Stock | 445 | 39.30 | 17.5K | 96,882 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2021 | M. Huntley Garriott, Jr. President, Bank | 803.1K | 83.2K | 25.33M | — | — | 168.7K | 26.39M | 96.00% | ↗ |
| 2 | 2021 | William C. Losch III Chief Financial Officer | 285.6K | 26.0K | 12.83M | — | — | 33.6K | 13.18M | 97.38% | ↗ |
| 3 | 2021 | Renato Derraik Chief Information and Digital Officer, Bank | 317.3K | 35.6K | 7.64M | — | — | 33.9K | 8.03M | 95.18% | ↗ |
| 4 | 2021 | Neil L. Underwood President | 707.7K | 80.0K | — | — | — | 191.4K | 979.1K | 0.00% | ↗ |
| 5 | 2021 | James S. Mahan III Chairman and Chief Executive Officer | 512.6K | — | — | — | — | 371.8K | 884.4K | 0.00% | ↗ |
| 6 | 2021 | S. Brett Caines Chief Financial Officer | 318.5K | — | 253.3K | — | — | 30.0K | 601.7K | 42.10% | ↗ |
| 7 | 2020 | M. Huntley Garriott, Jr. President, Bank | 800.0K | 80.0K | 400.0K | — | — | 106.2K | 1.39M | 28.86% | ↗ |
| 8 | 2020 | James S. Mahan III Chairman and Chief Executive Officer | 510.6K | — | — | — | — | 311.2K | 821.8K | 0.00% | ↗ |
| 9 | 2020 | Neil L. Underwood President | 702.0K | — | — | — | — | 118.5K | 820.5K | 0.00% | ↗ |
| 10 | 2020 | Steven J. Smits Chief Credit Officer | 400.0K | 50.0K | 270.0K | — | — | 42.5K | 762.5K | 35.41% | ↗ |
| 11 | 2020 | S. Brett Caines Chief Financial Officer | 380.0K | 48.0K | 180.0K | — | — | 42.5K | 650.5K | 27.67% | ↗ |
| 12 | 2019 | M. Huntley Garriott, Jr. President, Bank | 800.0K | 80.0K | 4.87M | — | — | 135.3K | 5.88M | 82.75% | ↗ |
| 13 | 2019 | Susan N. Janson Chief Risk Officer, Bank | 380.6K | 27.5K | 464.4K | — | — | 33.2K | 905.8K | 51.27% | ↗ |
| 14 | 2019 | Neil L. Underwood President | 702.0K | — | — | — | — | 130.5K | 832.5K | 0.00% | ↗ |
| 15 | 2019 | Steven J. Smits Chief Credit Officer | 400.0K | 40.0K | 307.8K | — | — | 42.6K | 790.4K | 38.94% | ↗ |
| 16 | 2019 | S. Brett Caines Chief Financial Officer | 365.0K | 36.5K | 307.8K | — | — | 42.6K | 751.9K | 40.94% | ↗ |
| 17 | 2019 | James S. Mahan III Chairman and Chief Executive Officer | 510.6K | — | — | — | — | 205.6K | 716.2K | 0.00% | ↗ |
| 18 | 2018 | Susan N. Janson Chief Risk Officer, Bank | 195.0K | 75.0K | 1.31M | — | — | 23.5K | 1.61M | 81.74% | ↗ |
| 19 | 2018 | Steven J. Smits Chief Credit Officer | 400.0K | — | 799.5K | — | — | 41.3K | 1.24M | 64.44% | ↗ |
| 20 | 2018 | S. Brett Caines Chief Financial Officer | 365.0K | — | 799.5K | — | — | 38.3K | 1.20M | 66.47% | ↗ |
| 21 | 2018 | Gregory B. Thompson Former Chief Operating Officer, Bank | 400.0K | — | 665.0K | — | — | 39.3K | 1.10M | 60.22% | ↗ |
| 22 | 2018 | James S. Mahan III Chairman and Chief Executive Officer | 510.6K | — | — | — | — | 476.1K | 986.7K | 0.00% | ↗ |
| 23 | 2018 | Gregory W. Seward General Counsel | 300.0K | — | 639.6K | — | — | 39.8K | 979.4K | 65.31% | ↗ |
| 24 | 2018 | Neil L. Underwood President | 702.0K | — | — | — | — | 103.1K | 805.1K | 0.00% | ↗ |
| 25 | 2018 | M. Huntley Garriott, Jr. President, Bank | 227.7K | — | — | — | — | 39.5K | 267.2K | 0.00% | ↗ |
| 26 | 2017 | Gregory W. Seward General Counsel | 275.0K | — | 829.0K | — | — | 37.9K | 1.14M | 72.60% | ↗ |
| 27 | 2017 | James S. Mahan III Chairman and Chief Executive Officer | 510.6K | — | — | — | — | 291.7K | 802.3K | 0.00% | ↗ |
| 28 | 2017 | Neil L. Underwood President | 702.0K | — | — | — | — | 93.0K | 795.0K | 0.00% | ↗ |
| 29 | 2017 | Steven J. Smits Chief Credit Officer | 400.0K | — | 48.0K | — | — | 39.6K | 487.7K | 9.84% | ↗ |
| 30 | 2017 | Gregory B. Thompson Former Chief Operating Officer, Bank | 400.0K | — | 48.0K | — | — | 39.6K | 487.7K | 9.84% | ↗ |
| 31 | 2017 | S. Brett Caines Chief Financial Officer | 328.3K | — | 39.0K | — | — | 38.5K | 405.9K | 9.61% | ↗ |
| 32 | 2016 | Gregory B. Thompson Former Chief Operating Officer, Bank | 400.0K | 20.0K | 897.0K | — | 27.9K | 47.9K | 1.39M | 64.40% | ↗ |
| 33 | 2016 | Steven J. Smits Chief Credit Officer | 347.5K | — | 897.0K | — | 26.1K | 37.4K | 1.31M | 68.58% | ↗ |
| 34 | 2016 | James S. Mahan III Chairman and Chief Executive Officer | 510.6K | — | — | — | 26.4K | 267.6K | 804.6K | 0.00% | ↗ |
| 35 | 2016 | S. Brett Caines Chief Financial Officer | 280.1K | — | 448.5K | — | 21.4K | 35.8K | 785.8K | 57.07% | ↗ |
| 36 | 2016 | Gregory W. Seward General Counsel | 240.8K | — | 224.3K | — | 17.3K | 33.3K | 515.7K | 43.49% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| William C. Losch | President | 1M | male |
| James S. Mahan | Chairman & Chief Executive Officer | 965.4K | male |
| Renato Derraik | Chief Information & Digital Officer of Bank | 714.0K | male |
| Lew Woodbury | Head of Commercial Banking | 547.9K | male |
| Mark Moroz | Chief Banking Officer | 547.3K | male |
| Gregory W. Seward | General Counsel | 541.0K | male |
| Walter J. Phifer | Chief Financial Officer | 471.6K | male |
| William L. Williams | Vice Chairman & Executive Vice President | — | male |
| Courtney C. Spencer | Chief Experience Officer | — | female |
| E. Dawn Thompson | Senior Vice President of Government Relations | — | female |
| John Wesley Sutherland | Chief Accounting Officer | — | male |
| Mike McGinley | Executive Vice President of Small Business Banking | — | male |
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No House trading activity found for this company.
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Community Opinion for LOB
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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