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Live Oak Bancshares, Inc. (LOB)

USD41.52 -0.13 (-0.31%)
US NYSE Financial Services Banks - Regional
Address 1741 Tiburon Drive 28403
Wilmington, NC, US
CEO James S. Mahan
IPO 2015-07-23
CIK 1462120 ISIN US53803X1054

Explore sections of this company profile

Description

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.

News Sentiment (7d)
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
USD41.52 -0.13 (-0.31%)
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Volume Profile
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Liquidity & share structure
Average Volume
261.4K
Beta
1.88
Float Shares
35.89M
Free Float %
77.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.09% +1.60% +1.14% +4.85% +19.14% +10.71% +38.54% +69.78% -38.24% +135.63% +99.42%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (9 ratings, all time) Buy
Price Targets & DCF
Current price
41.52
Low 41.00 -1.3%
Consensus 41.00 -1.3%
Median 41.00 -1.3%
High 41.00 -1.3%
DCF (Unlevered) 40.76 -1.8%
DCF (Levered) 52.13 +25.5%

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) 40% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 1 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
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%
Quality scores
Altman Z-Score
-0.75
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
  • 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)
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 (1.92) × ERP
WACC = 95% × Ke + 6% × Kd (449.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 40.76 Current price: 41.52
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
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
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-27 TD Cowen Buy Buy Maintain
2026-04-24 Keefe, Bruyette & Woods Outperform Outperform Maintain
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
174.91M
OE per share TTM
3.82
Owner's Yield
10.02%
Maintenance CapEx ratio
25.17%
Maint CapEx / Avg PPE
40.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
228
Total invested
1.08B
Insider transactions (90d)
23
Beneficial owners (>5%)
12
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
228
-5 vs prev Q
New positions
25
Closed positions
30
Increased
108
Reduced
78
Put/Call ratio
0.00
Calls held
73.4K
Puts held
Top institutional holders
# 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
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.84
Neutral
Ratio by volume
0.28
Bearish
Buys
16
Sells
19
Shares acquired
46.1K
Shares disposed
166.9K
Cash buys
Cash sales
9.00
Net activity
-120,761
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
2026-05-28 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

Top executives
EBIT / Employee
159.7K
Shares Outstanding
46.26M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-02 DEFA14A
2026-04-02 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 4
2026-05-26 4
2026-05-22 8-K
2026-05-21 4/A
2026-05-21 4
2026-05-21 4
2026-05-21 4
2026-05-21 4
2026-05-21 4
2026-05-21 4

Executive team

NameTitleCompensationGender
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
ESG Rating
B
BANKS - REGIONAL
2026
E (Environmental)
95.6 / 64.3
Company / Sector avg.
S (Social)
15.5 / 76.5
Company / Sector avg.
G (Governance)
77.0 / 75.5
Company / Sector avg.
ESG Total
62.7 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits