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Merchants Bancorp (MBIN)
USD47.67
-0.35 (-0.73%)
US NASDAQ Financial Services Banks - Regional
Address
410 Monon Boulevard 46032
Carmel, IN, US
Carmel, IN, US
CEO
Michael F. Petrie
Website
merchantsbancorp.com
IPO
2017-10-27
CIK 1629019 ISIN US58844R1086
Also trades on
NASDAQ Capital Market · MBIN (USD)
NASDAQ Capital Market · MBINL (USD)
NASDAQ Capital Market · MBINM (USD)
NASDAQ Capital Market · MBINN (USD)
NASDAQ Capital Market · MBINO (USD)
NASDAQ Capital Market · MBINP (USD)
Description
Merchants Bancorp operates as a diversified financial services holding company across the United States. Its operations are organized into three primary divisions: Multi-family Mortgage Banking, Mortgage Warehousing, and Banking. The Multi-family Mortgage Banking division focuses on originating and servicing government-sponsored mortgages for multi-family dwellings and healthcare institutions. It also tailors loan products specifically for independent living, assisted living, memory care, and skilled nursing developments, and serves as a syndicator for low-income housing tax credits and related debt funds. The Mortgage Warehousing division provides funding for residential loans eligible for agency backing, covering their initiation, acquisition, and sale within the secondary market, in addition to extending commercial credit to non-depository financial firms. Finally, the Banking division offers a broad spectrum of financial products and services to both individual consumers and businesses. These offerings encompass various deposit accounts and a diverse portfolio of loan options, including multi-family construction and bridge loans, commercial real estate, commercial and industrial, agricultural, residential mortgage, and consumer credit. Furthermore, this segment facilitates single-family mortgage lending, construction, bridge, and lot financing, first-lien home equity lines of credit, and Small Business Administration (SBA) lending programs. Founded in 1990, Merchants Bancorp maintains its corporate headquarters in Carmel, Indiana.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD47.67
-0.35 (-0.73%)
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Volume Profile
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Liquidity & share structure
Average Volume
165.5K
Beta
1.16
Float Shares
19.23M
Free Float %
41.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.11% | +5.41% | +11.16% | +20.28% | +38.31% | +47.12% | +60.25% | +85.80% | +83.35% | +347.41% | +347.41% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (7 ratings, all time)
Buy
Price Targets & DCF
Current price
47.67
Low
51.00
+7.0%
Consensus
54.50
+14.3%
Median
54.50
+14.3%
High
58.00
+21.7%
DCF (Unlevered)
356.29
+647.4%
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)
67% Bullish
| Rating | 2026-06 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 0 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 2 |
54.50
+14.3%
|
| Last Year | 4 |
47.50
-0.4%
|
| All Time | 6 |
46.17
-3.1%
|
Quality scores
Altman Z-Score
0.04
Distress
Piotroski F-Score
4 / 9
Average
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
-
Revenue growth-5.7% Q1'26: +2.3% (vs Q1'25)
-
EPS growth-40.0% Q1'26: +34.4% (vs Q1'25)
-
FCF margin— Q1'26: -246.5% (vs Q1'25)
-
EBIT margin— Q1'26: +26.6% (vs Q1'25)
-
ROIC— Q1'26: +3.8% (vs Q1'25)
-
Share dilution+2.1% Q1'26: +0.2% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 14.20× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 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 3 Rev. Ana. 2 EPS Ana. |
Dec 2027 3 Rev. Ana. 2 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
137.97M
est: 107.56M (+28.3%)
|
185.53M
est: 136.54M (+35.9%)
|
254.55M
est: 153.19M (+66.2%)
|
401.18M
est: 330.47M (+21.4%)
|
461.56M
est: 405.04M (+14.0%)
|
602.07M
est: 427.50M (+40.8%)
|
1.19B
est: 614.23M (+93.6%)
|
1.45B
est: 639.06M (+126.4%)
|
1.37B
est: 666.56M (+104.8%)
|
729.84M
721.00M – 746.02M
+9.5% YoY
|
760.11M
746.80M – 767.53M
+4.1% YoY
|
824.17M
824.17M – 824.17M
+8.4% YoY
|
| EBITDA |
77.46M
est: 50.63M (+53.0%)
|
84.49M
est: 64.27M (+31.5%)
|
102.99M
est: 72.11M (+42.8%)
|
245.25M
est: 215.35M (+13.9%)
|
307.12M
est: 276.24M (+11.2%)
|
293.63M
est: 311.87M (-5.8%)
|
350.76M
est: 238.08M (+47.3%)
|
425.66M
est: 247.70M (+71.8%)
|
267.27M
est: 258.36M (+3.4%)
|
282.89M
279.46M – 289.16M
+9.5% YoY
|
294.62M
289.46M – 297.49M
+4.1% YoY
|
319.45M
319.45M – 319.45M
+8.4% YoY
|
| EBIT |
77.16M
est: 50.24M (+53.6%)
|
84.03M
est: 63.78M (+31.8%)
|
102.13M
est: 71.55M (+42.7%)
|
243.36M
est: 154.36M (+57.7%)
|
304.93M
est: 189.19M (+61.2%)
|
291.14M
est: 199.68M (+45.8%)
|
347.91M
est: 236.12M (+47.3%)
|
422.64M
est: 245.67M (+72.0%)
|
263.80M
est: 256.24M (+3.0%)
|
280.57M
277.17M – 286.79M
+9.5% YoY
|
292.20M
287.09M – 295.05M
+4.1% YoY
|
316.83M
316.83M – 316.83M
+8.4% YoY
|
| Net Income |
54.68M
est: 56.28M (-2.8%)
|
62.87M
est: 63.56M (-1.1%)
|
77.33M
est: 62.49M (+23.7%)
|
180.53M
est: 128.71M (+40.3%)
|
227.10M
est: 183.73M (+23.6%)
|
219.72M
est: 221.81M (-0.9%)
|
279.23M
est: 302.52M (-7.7%)
|
320.39M
est: 262.78M (+21.9%)
|
218.77M
est: 159.50M (+37.2%)
|
240.10M
236.45M – 242.42M
+50.5% YoY
|
263.15M
252.54M – 273.66M
+9.6% YoY
|
300.47M
294.66M – 306.65M
+14.2% YoY
|
| SGA |
22.40M
est: 15.45M (+45.0%)
|
33.26M
est: 35.49M (-6.3%)
|
40.84M
est: 38.72M (+5.5%)
|
65.00M
est: 47.84M (+35.9%)
|
88.42M
est: 75.72M (+16.8%)
|
92.55M
est: 47.21M (+96.0%)
|
121.76M
est: 84.26M (+44.5%)
|
156.88M
est: 87.66M (+79.0%)
|
177.19M
est: 91.44M (+93.8%)
|
100.12M
98.90M – 102.34M
+9.5% YoY
|
104.27M
102.44M – 105.29M
+4.1% YoY
|
113.06M
113.06M – 113.06M
+8.4% YoY
|
| EPS |
1.52
est: 1.25 (+21.5%)
|
1.39
est: 1.41 (-1.4%)
|
1.58
est: 1.36 (+16.6%)
|
3.85
est: 3.54 (+8.8%)
|
4.78
est: 4.68 (+2.1%)
|
4.49
est: 4.42 (+1.6%)
|
5.66
est: 6.58 (-14.0%)
|
6.32
est: 5.73 (+10.2%)
|
3.78
est: 3.48 (+8.7%)
|
5.21
5.15 – 5.28
+49.8% YoY
|
5.70
5.50 – 5.96
+9.4% YoY
|
6.54
6.41 – 6.67
+14.8% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-06-12 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-06-11 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-06-10 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-06-09 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-06-08 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-06-05 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-06-04 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-06-03 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-06-02 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-06-01 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-28 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-27 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-26 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-22 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-21 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-20 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-19 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-18 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-15 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-14 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-13 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-12 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-11 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-08 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-07 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-06 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-05 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-04 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-01 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-30 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-29 | B | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-28 | B | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-27 | B | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-24 | B | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-23 | B | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-22 | B | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-21 | B | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-20 | B | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-17 | B+ | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-16 | B+ | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-15 | B+ | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-1.09B
OE per share TTM
-23.79
Owner's Yield
-47.55%
Maintenance CapEx ratio
1.15%
Maint CapEx / Avg PPE
5.3%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
179
Total invested
1.97B
Insider transactions (90d)
13
Beneficial owners (>5%)
15
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Jody J. Petrie | 13.79M | 31.90% | — | 13.79M | — | 13.79M | IN | Citizenship or Place of Organization | 2022-02-11 | ↗ |
| 2 | Michael F. Petrie | 13.79M | 31.90% | — | 13.79M | — | 13.79M | IN | Citizenship or Place of Organization | 2022-02-11 | ↗ |
| 3 | The Michael F. Petrie Grantor Retained Annuity Trust | 4.96M | 17.28% | — | 4.96M | — | — | OO | United States | 2018-02-12 | ↗ |
| 4 | Randall D. Rogers, Jr. | 3.85M | 8.90% | 3.85M | — | 3.85M | — | IN | — | 2022-02-11 | ↗ |
| 5 | The Emily J. Petrie Irrevocable Trust - 2010 | 3.59M | 8.30% | 3.59M | — | 3.59M | — | OO | Citizenship or Place of Organization | 2022-02-11 | ↗ |
| 6 | Mary H. Rogers | 3.37M | 7.80% | — | 3.37M | — | — | IN | — | 2022-02-11 | ↗ |
| 7 | Randall D. Rogers | 3.37M | 7.80% | — | 3.37M | — | — | IN | — | 2022-02-11 | ↗ |
| 8 | Carey Rogers Kulongoski | 3.22M | 7.50% | 3.22M | — | 3.22M | — | IN | — | 2022-02-11 | ↗ |
| 9 | Katherine H. Rogers | 2.96M | 6.90% | 2.96M | — | 2.96M | — | IN | — | 2022-02-11 | ↗ |
| 10 | Randall D. Rogers, Jr. | 2.57M | 8.95% | 2.57M | — | 2.57M | — | IN | United States | 2020-02-12 | ↗ |
| 11 | The Julia L. Petrie Irrevocable Trust - 2010 | 2.02M | 7.00% | — | 2.02M | — | 2.02M | OO | United States | 2021-01-29 | ↗ |
| 12 | Basswood Capital Management, L.L.C. | 214.1K | 0.75% | — | 214.1K | — | — | IA | Delaware | 2019-02-11 | ↗ |
| 13 | Bennett Lindenbaum | 214.1K | 0.75% | — | 214.1K | — | — | HC, IN | United States | 2019-02-11 | ↗ |
| 14 | Matthew Lindenbaum | 214.1K | 0.75% | — | 214.1K | — | — | HC, IN | United States | 2019-02-11 | ↗ |
| 15 | The Randall D. Rogers Grantor Retained Annuity Trust | — | 0.00% | — | — | — | — | OO | United States | 2018-02-12 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
179
+25 vs prev Q
New positions
50
Closed positions
24
Increased
106
Reduced
47
Put/Call ratio
2.32
Calls held
11.7K
Puts held
27.2K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 1.11M +1.1M (+100.0%) | 37.82B +37.8B (+100.0%) | 2.42% +2.420 pp | 0.06% +0.057 pp | USD34.06 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 1.88M +27.4K (+1.5%) | 64.08M +5.1M (+8.7%) | 4.10% +0.059 pp | 0.00% +0.000 pp | USD42.73 -20.3% | 6 qtrs — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.66M +55.0K (+3.4%) | 56.43M +5.5M (+10.8%) | 3.61% +0.119 pp | 0.01% +0.001 pp | USD30.45 +11.9% | 28 qtrs — |
| 4 | VANGUARD GROUP INC | 1.41M +36.2K (+2.6%) | 48.18M +4.3M (+9.9%) | 3.08% +0.078 pp | 0.00% +0.000 pp | USD24.41 +39.5% | 33 qtrs — |
| 5 | DOMA PERPETUAL CAPITAL MANAGEMENT LLC | 1.12M +1.0M (+1,088.9%) | 38.00M +35.0M (+1,173.4%) | 2.43% +2.227 pp | 10.68% +9.682 pp | USD33.87 +0.6% | 2 qtrs — |
| 6 | ROYCE & ASSOCIATES LP | 808.3K -53.8K (-6.2%) | 27.53M +115.8K (+0.4%) | 1.76% -0.117 pp | 0.28% +0.006 pp | USD39.62 -14.0% | 9 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 715.4K +18.9K (+2.7%) | 24.37M +2.2M (+10.0%) | 1.56% +0.041 pp | 0.00% +0.000 pp | USD25.54 +33.4% | 33 qtrs — |
| 8 | AMERICAN CENTURY COMPANIES INC | 675.5K +45.4K (+7.2%) | 23.01M +3.0M (+14.8%) | 1.47% +0.099 pp | 0.01% +0.001 pp | USD34.39 -1.0% | 23 qtrs — |
| 9 | STATE STREET CORP | 574.1K +25.8K (+4.7%) | 19.61M +2.1M (+12.1%) | 1.25% +0.056 pp | 0.00% +0.000 pp | USD25.28 +34.7% | 33 qtrs — |
| 10 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 391.1K +1.2K (+0.3%) | 13.32M +921.7K (+7.4%) | 0.85% +0.003 pp | 0.04% +0.002 pp | USD31.41 +8.4% | 14 qtrs — |
| 11 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 273.7K +— (+0.0%) | 9.32M +618.7K (+7.1%) | 0.60% 0.000 pp | 0.38% +0.021 pp | USD19.64 +73.4% | 33 qtrs — |
| 12 | NORTHERN TRUST CORP | 256.2K -18.3K (-6.7%) | 8.73M -1.7K (0.0%) | 0.56% -0.040 pp | 0.00% +0.000 pp | USD24.63 +38.3% | 33 qtrs — |
| 13 | MORGAN STANLEY | 254.8K +20.4K (+8.7%) | 8.68M +1.2M (+16.4%) | 0.56% +0.044 pp | 0.00% +0.000 pp | USD37.37 -8.9% | 33 qtrs — |
| 14 | BANC FUNDS CO LLC | 244.5K -96.2K (-28.2%) | 8.33M -2.5M (-23.1%) | 0.53% -0.210 pp | 1.65% -0.246 pp | USD19.73 +72.6% | 33 qtrs — |
| 15 | VALEO FINANCIAL ADVISORS, LLC | 244.1K +44.0 (+0.0%) | 8.31M +553.1K (+7.1%) | 0.53% +0.000 pp | 0.18% +0.008 pp | USD24.69 +38.0% | 28 qtrs — |
| 16 | DENALI ADVISORS LLC | 237.6K -1.8K (-0.8%) | 8.09M +479.8K (+6.3%) | 0.52% -0.004 pp | 0.90% +0.038 pp | USD33.55 +1.5% | 29 qtrs — |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 234.6K -2.4K (-1.0%) | 7.99M +453.6K (+6.0%) | 0.51% -0.005 pp | 0.00% +0.000 pp | USD25.95 +31.3% | 33 qtrs — |
| 18 | ROYAL BANK OF CANADA | 206.0K -15.3K (-6.9%) | 7.02M -22.0K (-0.3%) | 0.45% -0.033 pp | 0.00% +0.000 pp | USD30.39 +12.1% | 33 qtrs — |
| 19 | D. E. SHAW & CO., INC. | 180.3K +34.2K (+23.4%) | 6.14M +1.5M (+32.2%) | 0.39% +0.075 pp | 0.00% +0.001 pp | USD35.58 -4.3% | 21 qtrs — |
| 20 | BANK OF NEW YORK MELLON CORP | 164.4K -6.3K (-3.7%) | 5.60M +172.1K (+3.2%) | 0.36% -0.014 pp | 0.00% 0.000 pp | USD20.86 +63.3% | 33 qtrs — |
| 21 | GOLDMAN SACHS GROUP INC | 162.3K +80.1K (+97.5%) | 5.53M +2.9M (+111.6%) | 0.35% +0.175 pp | 0.00% +0.000 pp | USD35.55 -4.2% | 27 qtrs — |
| 22 | FIRST TRUST ADVISORS LP | 141.1K +115.9K (+458.7%) | 4.81M +4.0M (+498.4%) | 0.31% +0.253 pp | 0.00% +0.003 pp | USD33.29 +2.3% | 31 qtrs — |
| 23 | MARSHALL WACE, LLP | 140.2K +13.2K (+10.4%) | 4.77M +735.5K (+18.2%) | 0.31% +0.029 pp | 0.00% +0.000 pp | USD39.47 -13.7% | 9 qtrs — |
| 24 | QUBE RESEARCH & TECHNOLOGIES LTD | 139.3K +127.5K (+1,079.6%) | 4.74M +4.4M (+1,163.5%) | 0.30% +0.278 pp | 0.00% +0.004 pp | USD34.66 -1.7% | 11 qtrs — |
| 25 | BALLAST ASSET MANAGEMENT, LP | 133.3K -4.6K (-3.3%) | 4.54M +155.3K (+3.5%) | 0.29% -0.010 pp | 2.14% +0.144 pp | USD32.50 +4.8% | 3 qtrs — |
| 26 | MILLENNIUM MANAGEMENT LLC | 128.0K -237.1K (-64.9%) | 4.36M -7.2M (-62.4%) | 0.28% -0.517 pp | 0.00% -0.003 pp | USD32.49 +4.8% | 21 qtrs — |
| 27 | RUSSELL INVESTMENTS GROUP, LTD. | 122.7K +16.2K (+15.2%) | 4.18M +791.9K (+23.4%) | 0.27% +0.035 pp | 0.00% +0.001 pp | USD36.76 -7.3% | 33 qtrs — |
| 28 | JPMORGAN CHASE & CO | 101.7K -77.4K (-43.2%) | 3.46M -2.2M (-39.2%) | 0.22% -0.169 pp | 0.00% 0.000 pp | USD27.98 +21.7% | 33 qtrs — |
| 29 | RAYMOND JAMES FINANCIAL INC | 83.6K -7.5K (-8.2%) | 2.85M -48.9K (-1.7%) | 0.18% -0.016 pp | 0.00% +0.000 pp | USD35.08 -2.9% | 5 qtrs — |
| 30 | BLACK MAPLE CAPITAL MANAGEMENT LP | 82.1K -47.0K (-36.4%) | 2.80M -1.3M (-31.9%) | 0.18% -0.103 pp | 1.96% -0.033 pp | USD35.14 -3.1% | 5 qtrs — |
| 31 | TWO SIGMA INVESTMENTS, LP | 80.3K -95.5K (-54.3%) | 2.73M -2.9M (-51.1%) | 0.17% -0.208 pp | 0.00% -0.005 pp | USD31.88 +6.8% | 19 qtrs — |
| 32 | UBS GROUP AG | 75.6K +34.6K (+84.4%) | 2.57M +1.3M (+97.5%) | 0.16% +0.075 pp | 0.00% +0.000 pp | USD35.82 -4.9% | 33 qtrs — |
| 33 | SAPIENT CAPITAL LLC | 75.5K +22.0K (+41.2%) | 2.55M +831.7K (+48.4%) | 0.16% +0.048 pp | 0.04% +0.009 pp | USD40.09 -15.0% | 9 qtrs — |
| 34 | NEW YORK STATE COMMON RETIREMENT FUND | 71.0K -4.6K (-6.1%) | 2.42M +14.3K (+0.6%) | 0.15% -0.010 pp | 0.00% +0.000 pp | USD31.93 +6.7% | 33 qtrs — |
| 35 | DEUTSCHE BANK AG\ | 68.7K -26.7K (-28.0%) | 2.34M -693.1K (-22.8%) | 0.15% -0.058 pp | 0.00% 0.000 pp | USD34.97 -2.6% | 33 qtrs — |
| 36 | TREXQUANT INVESTMENT LP | 67.7K +17.8K (+35.6%) | 2.30M +717.8K (+45.2%) | 0.15% +0.039 pp | 0.02% +0.004 pp | USD35.98 -5.3% | 8 qtrs — |
| 37 | Y-INTERCEPT (HONG KONG) LTD | 66.8K +39.2K (+141.8%) | 2.28M +1.4M (+159.0%) | 0.15% +0.085 pp | 0.05% +0.030 pp | USD33.13 +2.8% | 2 qtrs — |
| 38 | BANK OF AMERICA CORP /DE/ | 63.8K -9.2K (-12.6%) | 2.17M -148.3K (-6.4%) | 0.14% -0.020 pp | 0.00% +0.000 pp | USD36.33 -6.2% | 33 qtrs — |
| 39 | HRT FINANCIAL LP | 59.2K +40.9K (+223.8%) | 2.02M +1.4M (+247.2%) | 0.13% +0.089 pp | 0.01% +0.004 pp | USD33.36 +2.1% | 11 qtrs — |
| 40 | UBS ASSET MANAGEMENT AMERICAS INC | 59.0K +34.1K (+137.0%) | 2.01M +1.2M (+153.8%) | 0.13% +0.074 pp | 0.00% +0.000 pp | USD34.81 -2.2% | 9 qtrs — |
| 41 | DARK FOREST CAPITAL MANAGEMENT LP | 57.2K +7.4K (+14.9%) | 1.95M +365.5K (+23.1%) | 0.12% +0.016 pp | 0.09% +0.041 pp | USD35.31 -3.5% | 9 qtrs — |
| 42 | MACKENZIE FINANCIAL CORP | 57.3K +38.3K (+200.7%) | 1.93M +1.3M (+217.8%) | 0.12% +0.083 pp | 0.00% +0.002 pp | USD34.39 -1.0% | 5 qtrs — |
| 43 | SEI INVESTMENTS CO | 55.9K +42.5K (+315.1%) | 1.90M +1.5M (+344.6%) | 0.12% +0.093 pp | 0.00% +0.001 pp | USD36.24 -6.0% | 12 qtrs — |
| 44 | MAN GROUP PLC | 55.8K +55.8K (+100.0%) | 1.90M +1.9M (+100.0%) | 0.12% +0.122 pp | 0.00% +0.003 pp | USD34.06 +0.0% | 1 qtrs NEW |
| 45 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 53.9K -2.2K (-3.9%) | 1.84M +51.9K (+2.9%) | 0.12% -0.005 pp | 0.01% +0.000 pp | USD25.41 +34.0% | 16 qtrs — |
| 46 | FMR LLC | 50.1K +11.7K (+30.6%) | 1.70M +486.5K (+39.9%) | 0.11% +0.026 pp | 0.00% +0.000 pp | USD35.80 -4.9% | 16 qtrs — |
| 47 | NUVEEN, LLC | 46.7K -1.7K (-3.4%) | 1.59M +53.0K (+3.4%) | 0.10% -0.004 pp | 0.00% +0.000 pp | USD37.00 -7.9% | 4 qtrs — |
| 48 | INVESCO LTD. | 45.8K +667.0 (+1.5%) | 1.56M +124.8K (+8.7%) | 0.10% +0.001 pp | 0.00% +0.000 pp | USD41.08 -17.1% | 24 qtrs — |
| 49 | RENAISSANCE TECHNOLOGIES LLC | 45.3K -13.1K (-22.4%) | 1.54M -314.2K (-16.9%) | 0.10% -0.029 pp | 0.00% 0.000 pp | USD35.48 -4.0% | 27 qtrs — |
| 50 | AMERIPRISE FINANCIAL INC | 44.1K -49.1K (-52.7%) | 1.50M -1.5M (-49.4%) | 0.10% -0.107 pp | 0.00% 0.000 pp | USD34.88 -2.4% | 14 qtrs — |
| 51 | AQR CAPITAL MANAGEMENT LLC | 41.9K +7.7K (+22.7%) | 1.43M +340.7K (+31.4%) | 0.09% +0.017 pp | 0.00% +0.000 pp | USD38.42 -11.3% | 20 qtrs — |
| 52 | SWISS NATIONAL BANK | 40.7K +700.0 (+1.8%) | 1.39M +114.2K (+9.0%) | 0.09% +0.002 pp | 0.00% +0.000 pp | USD23.79 +43.2% | 31 qtrs — |
| 53 | BARCLAYS PLC | 40.4K +12.1K (+42.7%) | 1.38M +103.3K (+8.1%) | 0.09% +0.026 pp | 0.00% +0.000 pp | USD36.57 -6.9% | 33 qtrs — |
| 54 | LPL FINANCIAL LLC | 36.8K -3.0K (-7.5%) | 1.25M -11.9K (-0.9%) | 0.08% -0.007 pp | 0.00% +0.000 pp | USD41.91 -18.7% | 8 qtrs — |
| 55 | QUEST PARTNERS LLC | 35.1K +20.2K (+136.5%) | 1.19M +722.7K (+153.3%) | 0.08% +0.044 pp | 0.07% +0.036 pp | USD34.28 -0.6% | 8 qtrs — |
| 56 | QUANTINNO CAPITAL MANAGEMENT LP | 34.1K +10.9K (+47.1%) | 1.16M +424.4K (+57.5%) | 0.07% +0.024 pp | 0.00% +0.000 pp | USD32.78 +3.9% | 3 qtrs — |
| 57 | RHUMBLINE ADVISERS | 33.3K -4.5K (-11.9%) | 1.13M -67.7K (-5.6%) | 0.07% -0.010 pp | 0.00% +0.000 pp | USD25.07 +35.9% | 31 qtrs — |
| 58 | FORMIDABLE ASSET MANAGEMENT, LLC | 34.4K +— (+0.0%) | 1.09M -43.7K (-3.8%) | 0.08% +0.000 pp | 0.16% -0.020 pp | USD42.26 -19.4% | 8 qtrs — |
| 59 | WELLS FARGO & COMPANY/MN | 32.1K +9.2K (+40.2%) | 1.09M +364.9K (+50.2%) | 0.07% +0.020 pp | 0.00% +0.000 pp | USD31.01 +9.8% | 33 qtrs — |
| 60 | ALLIANCEBERNSTEIN L.P. | 27.5K +— (+0.0%) | 937.7K +62.2K (+7.1%) | 0.06% +0.000 pp | 0.00% +0.000 pp | USD30.42 +12.0% | 16 qtrs — |
| 61 | BNP PARIBAS ARBITRAGE, SNC | 27.4K -16.9K (-38.1%) | 933.1K -474.8K (-33.7%) | 0.06% -0.037 pp | 0.00% 0.000 pp | USD32.66 +4.3% | 33 qtrs — |
| 62 | TWELVE POINTS WEALTH MANAGEMENT LLC | 24.0K -11.1K (-31.5%) | 862.1K -253.9K (-22.8%) | 0.05% -0.024 pp | 0.19% -0.084 pp | USD27.83 +22.4% | 16 qtrs — |
| 63 | CITADEL ADVISORS LLC | 25.2K -58.6K (-69.9%) | 859.2K -1.8M (-67.8%) | 0.06% -0.128 pp | 0.00% 0.000 pp | USD36.05 -5.5% | 26 qtrs — |
| 64 | PRICE T ROWE ASSOCIATES INC /MD/ | 24.0K +2.0K (+9.1%) | 818.0K +118.0K (+16.9%) | 0.05% +0.004 pp | 0.00% +0.000 pp | USD37.15 -8.3% | 8 qtrs — |
| 65 | JAMES INVESTMENT RESEARCH INC | 23.8K +— (+0.0%) | 809.6K +53.7K (+7.1%) | 0.05% +0.000 pp | 0.09% +0.006 pp | USD18.46 +84.5% | 21 qtrs — |
| 66 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | 21.9K +6.7K (+44.1%) | 747.1K +263.0K (+54.3%) | 0.05% +0.015 pp | 0.16% +0.058 pp | USD32.49 +4.8% | 2 qtrs — |
| 67 | LEGAL & GENERAL GROUP PLC | 21.7K -1.0K (-4.4%) | 738.1K +17.0K (+2.4%) | 0.05% -0.002 pp | 0.00% +0.000 pp | USD31.63 +7.7% | 33 qtrs — |
| 68 | XTX TOPCO LTD | 20.8K -8.2K (-28.3%) | 710.0K -214.0K (-23.2%) | 0.05% -0.018 pp | 0.02% -0.029 pp | USD33.74 +0.9% | 8 qtrs — |
| 69 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 19.3K -27.0 (-0.1%) | 658.8K +42.9K (+7.0%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD21.96 +55.1% | 33 qtrs — |
| 70 | STRS OHIO | 18.7K -2.0K (-9.7%) | 636.9K -21.3K (-3.2%) | 0.04% -0.004 pp | 0.00% +0.000 pp | USD23.42 +45.4% | 33 qtrs — |
| 71 | INSPIRE INVESTING, LLC | 18.5K +4.2K (+29.3%) | 631.3K +175.5K (+38.5%) | 0.04% +0.009 pp | 0.06% +0.012 pp | USD33.12 +2.8% | 3 qtrs — |
| 72 | FRANKLIN RESOURCES INC | 17.3K -80.0 (-0.5%) | 590.6K +36.6K (+6.6%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD38.60 -11.8% | 10 qtrs — |
| 73 | VERITION FUND MANAGEMENT LLC | 16.6K -25.5K (-60.5%) | 565.4K -772.5K (-57.7%) | 0.04% -0.056 pp | 0.00% -0.003 pp | USD34.17 -0.3% | 9 qtrs — |
| 74 | STIFEL FINANCIAL CORP | 16.2K +53.0 (+0.3%) | 552.5K +38.3K (+7.5%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD15.67 +117.4% | 33 qtrs — |
| 75 | METLIFE INVESTMENT MANAGEMENT, LLC | 15.6K +— (+0.0%) | 530.5K +35.2K (+7.1%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD31.68 +7.5% | 20 qtrs — |
| 76 | BCGM WEALTH MANAGEMENT, LLC | 15.5K +— (+0.0%) | 527.2K +35.0K (+7.1%) | 0.03% +0.000 pp | 0.13% +0.007 pp | USD22.98 +48.2% | 15 qtrs — |
| 77 | MIRABELLA FINANCIAL SERVICES LLP | 15.0K +15.0K (+100.0%) | 511.0K +511.0K (+100.0%) | 0.03% +0.033 pp | 0.05% +0.048 pp | USD34.06 +0.0% | 1 qtrs NEW |
| 78 | BALYASNY ASSET MANAGEMENT L.P. | 15.0K +1.9K (+14.8%) | 510.1K +95.3K (+23.0%) | 0.03% +0.004 pp | 0.00% +0.000 pp | USD32.09 +6.1% | 2 qtrs — |
| 79 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14.8K -846.0 (-5.4%) | 504.4K +6.6K (+1.3%) | 0.03% -0.002 pp | 0.00% +0.000 pp | USD31.25 +9.0% | 10 qtrs — |
| 80 | IMPACT PARTNERSHIP WEALTH, LLC | 14.5K +— (+0.0%) | 494.5K +32.8K (+7.1%) | 0.03% +0.000 pp | 0.06% -0.005 pp | USD33.07 +3.0% | 3 qtrs — |
| 81 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14.2K -3.9K (-21.4%) | 484.7K -91.1K (-15.8%) | 0.03% -0.009 pp | 0.00% +0.000 pp | USD36.95 -7.8% | 12 qtrs — |
| 82 | FEDERATED HERMES, INC. | 13.7K +4.1K (+42.9%) | 467.3K +162.0K (+53.1%) | 0.03% +0.009 pp | 0.00% +0.000 pp | USD39.94 -14.7% | 16 qtrs — |
| 83 | JUMP FINANCIAL, LLC | 12.7K -24.7K (-66.0%) | 433.7K -755.6K (-63.5%) | 0.03% -0.054 pp | 0.01% -0.009 pp | USD32.98 +3.3% | 3 qtrs — |
| 84 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 12.0K -136.0 (-1.1%) | 409.5K +22.8K (+5.9%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD39.26 -13.2% | 7 qtrs — |
| 85 | COMMONWEALTH EQUITY SERVICES, LLC | 11.9K +156.0 (+1.3%) | 406.7K +31.7K (+8.5%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD41.77 -18.5% | 8 qtrs — |
| 86 | SQUAREPOINT OPS LLC | 11.9K -15.1K (-55.8%) | 406.2K -452.7K (-52.7%) | 0.03% -0.033 pp | 0.00% 0.000 pp | USD31.80 +7.1% | 2 qtrs — |
| 87 | OXFORD FINANCIAL GROUP LTD | 11.1K +— (+0.0%) | 379.3K +25.2K (+7.1%) | 0.02% +0.000 pp | 0.02% +0.001 pp | USD33.07 +3.0% | 3 qtrs — |
| 88 | HSBC HOLDINGS PLC | 10.4K +10.4K (+100.0%) | 354.7K +354.7K (+100.0%) | 0.02% +0.023 pp | 0.00% +0.000 pp | USD34.06 +0.0% | 1 qtrs NEW |
| 89 | ALDEBARAN CAPITAL, LLC | 10.1K +— (+0.0%) | 344.9K +22.9K (+7.1%) | 0.02% +0.000 pp | 0.31% +0.014 pp | USD24.32 +40.0% | 13 qtrs — |
| 90 | PNC FINANCIAL SERVICES GROUP, INC. | 9.9K -22.0K (-69.1%) | 336.0K -677.8K (-66.9%) | 0.02% -0.048 pp | 0.00% 0.000 pp | USD17.52 +94.4% | 26 qtrs — |
| 91 | INTECH INVESTMENT MANAGEMENT LLC | 9.4K -1.3K (-12.0%) | 320.8K -19.5K (-5.7%) | 0.02% -0.003 pp | 0.00% 0.000 pp | USD36.10 -5.7% | 5 qtrs — |
| 92 | HFG ADVISORS, INC. | 9.3K +9.3K (+100.0%) | 315.6K +315.6K (+100.0%) | 0.02% +0.020 pp | 0.23% +0.229 pp | USD34.06 +0.0% | 1 qtrs NEW |
| 93 | SG AMERICAS SECURITIES, LLC | 8.3K -2.1K (-20.4%) | 284.0K -49.0K (-14.7%) | 0.02% -0.005 pp | 0.00% -0.001 pp | USD31.80 +7.1% | 18 qtrs — |
| 94 | HARBOR CAPITAL ADVISORS, INC. | 7.8K +865.0 (+12.4%) | 267.0K +45.0K (+20.3%) | 0.02% +0.002 pp | 0.02% +0.004 pp | USD40.16 -15.2% | 8 qtrs — |
| 95 | INSPIRE ADVISORS, LLC | 7.7K +7.7K (+100.0%) | 262.0K +262.0K (+100.0%) | 0.02% +0.017 pp | 0.02% +0.024 pp | USD34.06 +0.0% | 1 qtrs NEW |
| 96 | CETERA INVESTMENT ADVISERS | 7.6K +97.0 (+1.3%) | 258.8K +20.3K (+8.5%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD30.89 +10.3% | 10 qtrs — |
| 97 | MEEDER ADVISORY SERVICES, INC. | 7.5K +— (+0.0%) | 255.5K +17.0K (+7.1%) | 0.02% +0.000 pp | 0.01% 0.000 pp | USD27.72 +22.9% | 10 qtrs — |
| 98 | NUMERAI GP LLC | 7.5K +7.5K (+100.0%) | 254.2K +254.2K (+100.0%) | 0.02% +0.016 pp | 0.03% +0.031 pp | USD34.06 +0.0% | 1 qtrs NEW |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
5
Shares acquired
—
Shares disposed
55.7K
Cash buys
—
Cash sales
3.00
Net activity
-55,680
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-21 | Shaffer Mark E. | Director | A-Award | A | Common Stock | 381 | 46.03 | 17.5K | 381 | D | ↗ |
| 2026-05-21 | Sellers Anne E. | Director | A-Award | A | Common Stock | 381 | 46.03 | 17.5K | 12,659 | D | ↗ |
| 2026-05-21 | Rogers Randall D. Jr. | Director | — | — | Common Stock | 0 | 0.00 | — | 3,775,361 | D | ↗ |
| 2026-05-21 | O'Brien Patrick D. | Director | A-Award | A | Common Stock | 381 | 46.03 | 17.5K | 119,721 | D | ↗ |
| 2026-05-21 | Kaercher Julia L. | Director | — | — | Common Stock | 0 | 0.00 | — | 736,013 | I | ↗ |
| 2026-05-21 | JUSTER ANDREW | Director | A-Award | A | Common Stock | 381 | 46.03 | 17.5K | 26,172 | D | ↗ |
| 2026-05-21 | Dinwiddie Thomas | Director | A-Award | A | Common Stock | 381 | 46.03 | 17.5K | 22,766 | D | ↗ |
| 2026-05-21 | Curless Michael S | Director | A-Award | A | Common Stock | 381 | 46.03 | 17.5K | 381 | D | ↗ |
| 2026-05-21 | Catchings Tamika | Director | A-Award | A | Common Stock | 381 | 46.03 | 17.5K | 7,766 | D | ↗ |
| 2026-05-15 | Petrie Michael F. | Director / Officer / 10% Owner | G-Gift | D | Common Stock | 16,000 | 0.00 | — | 1,848,994 | D | ↗ |
| 2026-05-07 | Langford Kevin T | Officer | G-Gift | D | Common Stock | 650 | 0.00 | — | 36,433 | D | ↗ |
| 2026-05-06 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 8,334 | 46.86 | 390.5K | 1,864,994 | D | ↗ |
| 2026-05-05 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 20,000 | 46.75 | 935.0K | 1,873,328 | D | ↗ |
| 2026-02-26 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 15,000 | 44.05 | 660.8K | 1,893,328 | D | ↗ |
| 2026-02-25 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 377 | 20.20 | 7.6K | 16,829 | D | ↗ |
| 2026-02-19 | Shane David N. | Director | A-Award | A | Common Stock | 377 | 46.45 | 17.5K | 23,527 | D | ↗ |
| 2026-02-19 | Sellers Anne E. | Director | A-Award | A | Common Stock | 377 | 46.45 | 17.5K | 12,278 | D | ↗ |
| 2026-02-19 | O'Brien Patrick D. | Director | A-Award | A | Common Stock | 377 | 46.45 | 17.5K | 119,340 | D | ↗ |
| 2026-02-19 | JUSTER ANDREW | Director | A-Award | A | Common Stock | 377 | 46.45 | 17.5K | 25,791 | D | ↗ |
| 2026-02-19 | Gilroy Sue Anne | Director | A-Award | A | Common Stock | 377 | 46.45 | 17.5K | 13,684 | D | ↗ |
| 2026-02-19 | Dinwiddie Thomas | Director | A-Award | A | Common Stock | 377 | 46.45 | 17.5K | 22,385 | D | ↗ |
| 2026-02-19 | Catchings Tamika | Director | A-Award | A | Common Stock | 377 | 46.45 | 17.5K | 7,385 | D | ↗ |
| 2026-02-18 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 1,502 | 20.20 | 30.3K | 17,206 | D | ↗ |
| 2026-02-17 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 100 | 20.20 | 2.0K | 18,708 | D | ↗ |
| 2026-02-10 | Schroeter Martin A | Officer | S-Sale | D | Common Stock | 5,500 | 46.06 | 253.3K | 10,881 | D | ↗ |
| 2026-02-10 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 4,455 | 20.20 | 90.0K | 18,808 | D | ↗ |
| 2026-02-09 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 14,610 | 20.20 | 295.1K | 23,263 | D | ↗ |
| 2026-02-06 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 7,149 | 20.20 | 144.4K | 37,873 | D | ↗ |
| 2026-02-05 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 2,034 | 20.20 | 41.1K | 45,022 | D | ↗ |
| 2026-02-04 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 6,929 | 20.20 | 140.0K | 47,056 | D | ↗ |
| 2026-02-03 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 1,383 | 20.20 | 27.9K | 53,985 | D | ↗ |
| 2026-02-02 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 2,404 | 20.20 | 48.6K | 55,368 | D | ↗ |
| 2026-02-01 | Sievers Sean A. | Officer | F-InKind | D | Common Stock | 246 | 41.46 | 10.2K | 14,388 | D | ↗ |
| 2026-02-01 | Schroeter Martin A | Officer | F-InKind | D | Common Stock | 663 | 41.46 | 27.5K | 16,381 | D | ↗ |
| 2026-02-01 | Petrie Michael F. | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 9,685 | 41.46 | 401.5K | 1,930,308 | D | ↗ |
| 2026-02-01 | Oznick Terry A | Officer | F-InKind | D | Common Stock | 2,685 | 41.46 | 111.3K | 31,374 | D | ↗ |
| 2026-02-01 | Langford Kevin T | Officer | F-InKind | D | Common Stock | 2,483 | 41.46 | 102.9K | 37,083 | D | ↗ |
| 2026-02-01 | Koors Jerry F. | Officer | F-InKind | D | Common Stock | 2,140 | 41.46 | 88.7K | 45,106 | D | ↗ |
| 2026-02-01 | Evans Scott A. | Director / Officer | F-InKind | D | Common Stock | 1,817 | 41.46 | 75.3K | 27,556 | D | ↗ |
| 2026-02-01 | Dury Michael R. | Officer | F-InKind | D | Common Stock | 2,972 | 41.46 | 123.2K | 135,102 | D | ↗ |
| 2026-02-01 | Dunlap Michael J. | Director / Officer | F-InKind | D | Common Stock | 7,766 | 41.46 | 322.0K | 212,196 | D | ↗ |
| 2026-01-27 | Sievers Sean A. | Officer | A-Award | A | Common Stock | 6,427 | 0.00 | — | 14,634 | D | ↗ |
| 2026-01-27 | Petrie Michael F. | Director / Officer / 10% Owner | A-Award | A | Common Stock | 20,565 | 0.00 | — | 1,939,993 | D | ↗ |
| 2026-01-27 | Oznick Terry A | Officer | A-Award | A | Common Stock | 4,216 | 0.00 | — | 34,059 | D | ↗ |
| 2026-01-27 | Langford Kevin T | Officer | A-Award | A | Common Stock | 4,628 | 0.00 | — | 39,566 | D | ↗ |
| 2026-01-27 | Koors Jerry F. | Officer | A-Award | A | Common Stock | 5,553 | 0.00 | — | 47,246 | D | ↗ |
| 2026-01-27 | Evans Scott A. | Director / Officer | A-Award | A | Common Stock | 4,011 | 0.00 | — | 29,373 | D | ↗ |
| 2026-01-27 | Dunlap Michael J. | Director / Officer | A-Award | A | Common Stock | 20,051 | 0.00 | — | 219,962 | D | ↗ |
| 2025-12-12 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 1,380 | 19.00 | 26.2K | 57,772 | D | ↗ |
| 2025-12-11 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 5,336 | 19.00 | 101.4K | 59,152 | D | ↗ |
| 2025-12-10 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 7,541 | 19.00 | 143.3K | 64,488 | D | ↗ |
| 2025-12-08 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 1,129 | 19.03 | 21.5K | 72,029 | D | ↗ |
| 2025-12-05 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 3,159 | 19.14 | 60.5K | 73,158 | D | ↗ |
| 2025-12-04 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 3,109 | 19.14 | 59.5K | 76,317 | D | ↗ |
| 2025-12-02 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 500 | 19.50 | 9.8K | 79,426 | D | ↗ |
| 2025-12-01 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 2,159 | 19.54 | 42.2K | 79,926 | D | ↗ |
| 2025-11-26 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 81 | 19.42 | 1.6K | 82,085 | D | ↗ |
| 2025-11-25 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 2,096 | 19.30 | 40.5K | 82,166 | D | ↗ |
| 2025-11-24 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 1,902 | 19.35 | 36.8K | 84,262 | D | ↗ |
| 2025-11-21 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 11,566 | 19.20 | 222.1K | 86,164 | D | ↗ |
| 2025-11-19 | Shane David N. | Director | A-Award | A | Common Stock | 562 | 31.17 | 17.5K | 23,150 | D | ↗ |
| 2025-11-19 | Sellers Anne E. | Director | A-Award | A | Common Stock | 562 | 31.17 | 17.5K | 11,901 | D | ↗ |
| 2025-11-19 | O'Brien Patrick D. | Director | A-Award | A | Common Stock | 562 | 31.17 | 17.5K | 118,963 | D | ↗ |
| 2025-11-19 | JUSTER ANDREW | Director | A-Award | A | Common Stock | 562 | 31.17 | 17.5K | 25,414 | D | ↗ |
| 2025-11-19 | Gilroy Sue Anne | Director | A-Award | A | Common Stock | 562 | 31.17 | 17.5K | 13,307 | D | ↗ |
| 2025-11-19 | Dinwiddie Thomas | Director | A-Award | A | Common Stock | 562 | 31.17 | 17.5K | 22,008 | D | ↗ |
| 2025-11-19 | Catchings Tamika | Director | A-Award | A | Common Stock | 562 | 31.17 | 17.5K | 7,008 | D | ↗ |
| 2025-11-18 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 1,069 | 19.80 | 21.2K | 97,730 | D | ↗ |
| 2025-11-14 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 101 | 19.83 | 2.0K | 98,799 | D | ↗ |
| 2025-11-13 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 1,000 | 19.85 | 19.9K | 98,900 | D | ↗ |
| 2025-11-10 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Series C Depositary Shares | 100 | 20.05 | 2.0K | 99,900 | D | ↗ |
| 2025-10-30 | Dury Michael R. | Officer | P-Purchase | A | Common Stock | 15,500 | 31.64 | 490.4K | 138,074 | D | ↗ |
| 2025-09-15 | Sievers Sean A. | Officer | P-Purchase | A | Series D Depositary Shares | 3,000 | 24.87 | 74.6K | 3,000 | D | ↗ |
| 2025-08-22 | Thomas Darin L. | Officer | P-Purchase | A | Common Stock | 2,250 | 33.20 | 74.7K | 2,250 | D | ↗ |
| 2025-08-21 | Shane David N. | Director | A-Award | A | Common Stock | 540 | 32.42 | 17.5K | 22,588 | D | ↗ |
| 2025-08-21 | Sellers Anne E. | Director | A-Award | A | Common Stock | 540 | 32.42 | 17.5K | 11,339 | D | ↗ |
| 2025-08-21 | O'Brien Patrick D. | Director | A-Award | A | Common Stock | 540 | 32.42 | 17.5K | 118,401 | D | ↗ |
| 2025-08-21 | JUSTER ANDREW | Director | A-Award | A | Common Stock | 540 | 32.42 | 17.5K | 24,852 | D | ↗ |
| 2025-08-21 | Gilroy Sue Anne | Director | A-Award | A | Common Stock | 540 | 32.42 | 17.5K | 12,745 | D | ↗ |
| 2025-08-21 | Dinwiddie Thomas | Director | A-Award | A | Common Stock | 540 | 32.42 | 17.5K | 21,446 | D | ↗ |
| 2025-08-21 | Catchings Tamika | Director | A-Award | A | Common Stock | 540 | 32.42 | 17.5K | 6,446 | D | ↗ |
| 2025-08-01 | Sievers Sean A. | Officer | P-Purchase | A | Common Stock | 2,500 | 29.75 | 74.4K | 8,207 | D | ↗ |
| 2025-08-01 | Petrie Michael F. | Director / Officer / 10% Owner | G-Gift | D | Common Stock | 20,000 | 0.00 | — | 1,919,428 | D | ↗ |
| 2025-07-30 | Dury Michael R. | Officer | P-Purchase | A | Common Stock | 11,765 | 31.45 | 370.0K | 118,339 | D | ↗ |
| 2025-05-15 | Shane David N. | Director | A-Award | A | Common Stock | 536 | 32.71 | 17.5K | 22,048 | D | ↗ |
| 2025-05-15 | Sellers Anne E. | Director | A-Award | A | Common Stock | 536 | 32.71 | 17.5K | 10,799 | D | ↗ |
| 2025-05-15 | O'Brien Patrick D. | Director | A-Award | A | Common Stock | 536 | 32.71 | 17.5K | 117,861 | D | ↗ |
| 2025-05-15 | JUSTER ANDREW | Director | A-Award | A | Common Stock | 536 | 32.71 | 17.5K | 24,312 | D | ↗ |
| 2025-05-15 | Gilroy Sue Anne | Director | A-Award | A | Common Stock | 536 | 32.71 | 17.5K | 12,205 | D | ↗ |
| 2025-05-15 | Dinwiddie Thomas | Director | A-Award | A | Common Stock | 536 | 32.71 | 17.5K | 20,906 | D | ↗ |
| 2025-05-15 | Catchings Tamika | Director | A-Award | A | Common Stock | 536 | 32.71 | 17.5K | 5,906 | D | ↗ |
| 2025-05-01 | Dury Michael R. | Officer | P-Purchase | A | Common Stock | 3,305 | 30.86 | 102.0K | 106,574 | D | ↗ |
| 2025-04-30 | Dury Michael R. | Officer | P-Purchase | A | Common Stock | 3,280 | 30.37 | 99.6K | 103,269 | D | ↗ |
| 2025-04-29 | Dunlap Michael J. | Director / Officer | P-Purchase | A | Common Stock | 571 | 30.80 | 17.6K | 199,911 | D | ↗ |
| 2025-03-17 | Thomas Darin L. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-02-20 | Shane David N. | Director | A-Award | A | Common Stock | 409 | 42.82 | 17.5K | 21,512 | D | ↗ |
| 2025-02-20 | Sellers Anne E. | Director | A-Award | A | Common Stock | 409 | 42.82 | 17.5K | 10,263 | D | ↗ |
| 2025-02-20 | O'Brien Patrick D. | Director | A-Award | A | Common Stock | 409 | 42.82 | 17.5K | 117,325 | D | ↗ |
| 2025-02-20 | JUSTER ANDREW | Director | A-Award | A | Common Stock | 409 | 42.82 | 17.5K | 23,776 | D | ↗ |
| 2025-02-20 | Gilroy Sue Anne | Director | A-Award | A | Common Stock | 409 | 42.82 | 17.5K | 11,669 | D | ↗ |
| 2025-02-20 | Dinwiddie Thomas | Director | A-Award | A | Common Stock | 409 | 42.82 | 17.5K | 20,370 | D | ↗ |
| 2025-02-20 | Catchings Tamika | Director | A-Award | A | Common Stock | 409 | 42.82 | 17.5K | 5,370 | D | ↗ |
| 2025-02-04 | Petrie Michael F. | Director / Officer / 10% Owner | G-Gift | D | Common Stock | 11,991 | 0.00 | — | 1,989,428 | D | ↗ |
| 2025-02-03 | Petrie Michael F. | Director / Officer / 10% Owner | G-Gift | D | Common Stock | 72,464 | 0.00 | — | 2,410,152 | I | ↗ |
| 2025-02-01 | Schroeter Martin A | Officer | F-InKind | D | Common Stock | 1,765 | 41.93 | 74.0K | 17,044 | D | ↗ |
| 2025-02-01 | Petrie Michael F. | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 12,107 | 41.93 | 507.6K | 2,001,419 | D | ↗ |
| 2025-02-01 | Oznick Terry A | Officer | F-InKind | D | Common Stock | 2,785 | 41.93 | 116.8K | 29,843 | D | ↗ |
| 2025-02-01 | Langford Kevin T | Officer | F-InKind | D | Common Stock | 2,892 | 41.93 | 121.3K | 34,938 | D | ↗ |
| 2025-02-01 | Koors Jerry F. | Officer | F-InKind | D | Common Stock | 2,881 | 41.93 | 120.8K | 41,693 | D | ↗ |
| 2025-02-01 | Evans Scott A. | Director / Officer | F-InKind | D | Common Stock | 2,244 | 41.93 | 94.1K | 25,362 | D | ↗ |
| 2025-02-01 | Dury Michael R. | Officer | F-InKind | D | Common Stock | 3,758 | 41.93 | 157.6K | 98,069 | D | ↗ |
| 2025-02-01 | Dunlap Michael J. | Director / Officer | F-InKind | D | Common Stock | 9,557 | 41.93 | 400.7K | 195,911 | D | ↗ |
| 2025-01-29 | Evans Scott A. | Director / Officer | S-Sale | D | Common Stock | 25,000 | 43.10 | 1.08M | 27,606 | D | ↗ |
| 2025-01-28 | Sievers Sean A. | Officer | A-Award | A | Common Stock | 2,261 | 0.00 | — | 5,707 | D | ↗ |
| 2025-01-28 | Petrie Michael F. | Director / Officer / 10% Owner | A-Award | A | Common Stock | 22,981 | 0.00 | — | 2,013,526 | D | ↗ |
| 2025-01-28 | Oznick Terry A | Officer | A-Award | A | Common Stock | 4,476 | 0.00 | — | 32,628 | D | ↗ |
| 2025-01-28 | Langford Kevin T | Officer | A-Award | A | Common Stock | 5,080 | 0.00 | — | 37,830 | D | ↗ |
| 2025-01-28 | Koors Jerry F. | Officer | A-Award | A | Common Stock | 5,080 | 0.00 | — | 44,574 | D | ↗ |
| 2025-01-28 | Evans Scott A. | Director / Officer | A-Award | A | Common Stock | 4,476 | 0.00 | — | 52,606 | D | ↗ |
| 2025-01-28 | Dury Michael R. | Officer | A-Award | A | Common Stock | 5,334 | 0.00 | — | 101,827 | D | ↗ |
| 2025-01-28 | Dunlap Michael J. | Director / Officer | A-Award | A | Common Stock | 20,562 | 0.00 | — | 205,468 | D | ↗ |
| 2025-01-02 | Petrie Michael F. | Director / Officer / 10% Owner | D-Return | D | Series B Depositary Shares | 21,021 | 25.00 | 525.5K | 0 | D | ↗ |
| 2025-01-02 | Oznick Terry A | Officer | D-Return | D | Series B Depositary Shares | 1,900 | 25.00 | 47.5K | 0 | D | ↗ |
| 2025-01-02 | O'Brien Patrick D. | Director | D-Return | D | Series B Depositary Shares | 4,000 | 25.00 | 100.0K | 0 | I | ↗ |
| 2025-01-02 | Dunlap Michael J. | Director / Officer | D-Return | D | Series B Depositary Shares | 1,500 | 25.00 | 37.5K | 0 | D | ↗ |
| 2024-12-11 | Petrie Michael F. | Director / Officer / 10% Owner | G-Gift | D | Common Stock | 975,610 | 0.00 | — | 2,611,424 | I | ↗ |
| 2024-11-25 | Langford Kevin T | Officer | G-Gift | D | Common Stock | 839 | 0.00 | — | 32,750 | D | ↗ |
| 2024-11-25 | Koors Jerry F. | Officer | G-Gift | D | Common Stock | 965 | 0.00 | — | 39,494 | D | ↗ |
| 2024-11-21 | Dury Michael R. | Officer | P-Purchase | A | Common Stock | 2,700 | 39.21 | 105.9K | 96,493 | D | ↗ |
| 2024-11-20 | Shane David N. | Director | A-Award | A | Common Stock | 449 | 39.00 | 17.5K | 21,103 | D | ↗ |
| 2024-11-20 | Sellers Anne E. | Director | A-Award | A | Common Stock | 449 | 39.00 | 17.5K | 9,854 | D | ↗ |
| 2024-11-20 | O'Brien Patrick D. | Director | A-Award | A | Common Stock | 449 | 39.00 | 17.5K | 116,916 | D | ↗ |
| 2024-11-20 | JUSTER ANDREW | Director | A-Award | A | Common Stock | 449 | 39.00 | 17.5K | 23,367 | D | ↗ |
| 2024-11-20 | Gilroy Sue Anne | Director | A-Award | A | Common Stock | 449 | 39.00 | 17.5K | 11,260 | D | ↗ |
| 2024-11-20 | Dinwiddie Thomas | Director | A-Award | A | Common Stock | 449 | 39.00 | 17.5K | 19,961 | D | ↗ |
| 2024-11-20 | Catchings Tamika | Director | A-Award | A | Common Stock | 449 | 39.00 | 17.5K | 4,961 | D | ↗ |
| 2024-11-18 | Shane David N. | Director | P-Purchase | A | Series E Depositary Shares | 2,000 | 25.00 | 50.0K | 2,000 | D | ↗ |
| 2024-11-18 | O'Brien Patrick D. | Director | P-Purchase | A | Series E Depositary Shares | 40,000 | 25.00 | 1.00M | 40,000 | I | ↗ |
| 2024-11-18 | Catchings Tamika | Director | P-Purchase | A | Series E Depositary Shares | 100 | 25.00 | 2.5K | 100 | D | ↗ |
| 2024-09-13 | Sievers Sean A. | Officer | A-Award | A | Common Stock | 3,446 | 42.43 | 146.2K | 3,446 | — | ↗ |
| 2024-09-09 | Sievers Sean A. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-08-27 | Petrie Michael F. | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 22,050 | 45.34 | 999.7K | 1,990,545 | — | ↗ |
| 2024-08-23 | Rogers Randall D. | Director / Officer | S-Sale | D | Common Stock | 25,000 | 45.00 | 1.13M | 723,000 | — | ↗ |
| 2024-08-22 | Rogers Randall D. | Director / Officer | S-Sale | D | Common Stock | 25,000 | 44.00 | 1.10M | 748,000 | — | ↗ |
| 2024-08-15 | Shane David N. | Director | A-Award | A | Common Stock | 430 | 40.78 | 17.5K | 20,654 | — | ↗ |
| 2024-08-15 | Sellers Anne E. | Director | A-Award | A | Common Stock | 430 | 40.78 | 17.5K | 9,405 | — | ↗ |
| 2024-08-15 | O'Brien Patrick D. | Director | A-Award | A | Common Stock | 430 | 40.78 | 17.5K | 116,467 | — | ↗ |
| 2024-08-15 | JUSTER ANDREW | Director | A-Award | A | Common Stock | 430 | 40.78 | 17.5K | 22,918 | — | ↗ |
| 2024-08-15 | Gilroy Sue Anne | Director | A-Award | A | Common Stock | 430 | 40.78 | 17.5K | 10,811 | — | ↗ |
| 2024-08-15 | Dinwiddie Thomas | Director | A-Award | A | Common Stock | 430 | 40.78 | 17.5K | 19,512 | — | ↗ |
| 2024-08-15 | Catchings Tamika | Director | A-Award | A | Common Stock | 430 | 40.78 | 17.5K | 4,512 | — | ↗ |
| 2024-08-05 | Dury Michael R. | Officer | P-Purchase | A | Common Stock | 1,900 | 39.11 | 74.3K | 93,793 | — | ↗ |
| 2024-07-31 | Dury Michael R. | Officer | P-Purchase | A | Common Stock | 4,400 | 45.04 | 198.2K | 88,593 | — | ↗ |
| 2024-05-16 | Shane David N. | Director | A-Award | A | Common Stock | 407 | 43.04 | 17.5K | 20,224 | — | ↗ |
| 2024-05-16 | Sellers Anne E. | Director | A-Award | A | Common Stock | 407 | 43.04 | 17.5K | 8,975 | — | ↗ |
| 2024-05-16 | O'Brien Patrick D. | Director | A-Award | A | Common Stock | 407 | 43.04 | 17.5K | 116,037 | — | ↗ |
| 2024-05-16 | JUSTER ANDREW | Director | A-Award | A | Common Stock | 407 | 43.04 | 17.5K | 22,488 | — | ↗ |
| 2024-05-16 | Gilroy Sue Anne | Director | A-Award | A | Common Stock | 407 | 43.04 | 17.5K | 10,381 | — | ↗ |
| 2024-05-16 | Dinwiddie Thomas | Director | A-Award | A | Common Stock | 407 | 43.04 | 17.5K | 19,082 | — | ↗ |
| 2024-05-16 | Catchings Tamika | Director | A-Award | A | Common Stock | 407 | 43.04 | 17.5K | 4,082 | — | ↗ |
| 2024-04-01 | Shane David N. | Director | D-Return | D | Series A Preferred Stock | 1,000 | 25.00 | 25.0K | 0 | — | ↗ |
| 2024-04-01 | Schroeter Martin A | Officer | D-Return | D | Series A Preferred Stock | 1,600 | 25.00 | 40.0K | 0 | — | ↗ |
| 2024-04-01 | O'Brien Patrick D. | Director | D-Return | D | Series A Preferred Stock | 80,000 | 25.00 | 2.00M | 0 | — | ↗ |
| 2024-04-01 | Kucer Susan Dehner | Officer | D-Return | D | Series A Preferred Stock | 8,000 | 25.00 | 200.0K | 0 | — | ↗ |
| 2024-04-01 | Koors Jerry F. | Officer | D-Return | D | Series A Preferred Stock | 300 | 25.00 | 7.5K | 0 | — | ↗ |
| 2024-04-01 | JUSTER ANDREW | Director | D-Return | D | Series A Preferred Stock | 8,000 | 25.00 | 200.0K | 0 | — | ↗ |
| 2024-04-01 | Dury Michael R. | Officer | D-Return | D | Series A Preferred Stock | 4,000 | 25.00 | 100.0K | 0 | — | ↗ |
| 2024-03-11 | Petrie Michael F. | Director / Officer / 10% Owner | G-Gift | D | Common Stock | 2,200 | 0.00 | — | 2,012,595 | — | ↗ |
| 2024-02-14 | Shane David N. | Director | A-Award | A | Common Stock | 452 | 38.75 | 17.5K | 19,817 | — | ↗ |
| 2024-02-14 | Sellers Anne E. | Director | A-Award | A | Common Stock | 452 | 38.75 | 17.5K | 8,568 | — | ↗ |
| 2024-02-14 | O'Brien Patrick D. | Director | A-Award | A | Common Stock | 452 | 38.75 | 17.5K | 115,630 | — | ↗ |
| 2024-02-14 | JUSTER ANDREW | Director | A-Award | A | Common Stock | 452 | 38.75 | 17.5K | 22,081 | — | ↗ |
| 2024-02-14 | Gilroy Sue Anne | Director | A-Award | A | Common Stock | 452 | 38.75 | 17.5K | 9,974 | — | ↗ |
| 2024-02-14 | Dinwiddie Thomas | Director | A-Award | A | Common Stock | 452 | 38.75 | 17.5K | 18,675 | — | ↗ |
| 2024-02-14 | Catchings Tamika | Director | A-Award | A | Common Stock | 452 | 38.75 | 17.5K | 3,675 | — | ↗ |
| 2024-02-02 | Petrie Michael F. | Director / Officer / 10% Owner | G-Gift | D | Common Stock | 2,151 | 0.00 | — | 3,587,034 | — | ↗ |
| 2024-02-01 | Schroeter Martin A | Officer | F-InKind | D | Common Stock | 3,037 | 42.17 | 128.1K | 18,809 | — | ↗ |
| 2024-02-01 | Petrie Michael F. | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 16,843 | 42.17 | 710.3K | 2,048,895 | — | ↗ |
| 2024-02-01 | Oznick Terry A | Officer | F-InKind | D | Common Stock | 2,854 | 42.17 | 120.4K | 28,152 | — | ↗ |
| 2024-02-01 | Macke John F. | Officer | F-InKind | D | Common Stock | 3,214 | 42.17 | 135.5K | 58,312 | — | ↗ |
| 2024-02-01 | Langford Kevin T | Officer | F-InKind | D | Common Stock | 2,195 | 42.17 | 92.6K | 33,589 | — | ↗ |
| 2024-02-01 | Kucer Susan Dehner | Officer | F-InKind | D | Common Stock | 4,189 | 42.17 | 176.7K | 46,074 | — | ↗ |
| 2024-02-01 | Koors Jerry F. | Officer | F-InKind | D | Common Stock | 2,735 | 42.17 | 115.3K | 40,459 | — | ↗ |
| 2024-02-01 | Evans Scott A. | Director / Officer | F-InKind | D | Common Stock | 2,494 | 42.17 | 105.2K | 48,130 | — | ↗ |
| 2024-02-01 | Dury Michael R. | Officer | F-InKind | D | Common Stock | 3,692 | 42.17 | 155.7K | 82,593 | — | ↗ |
| 2024-02-01 | Dunlap Michael J. | Director / Officer | F-InKind | D | Common Stock | 13,178 | 42.17 | 555.7K | 184,906 | — | ↗ |
| 2024-01-24 | Petrie Michael F. | Director / Officer / 10% Owner | A-Award | A | Common Stock | 39,227 | 0.00 | — | 2,065,738 | — | ↗ |
| 2024-01-24 | Oznick Terry A | Officer | A-Award | A | Common Stock | 7,628 | 0.00 | — | 31,006 | — | ↗ |
| 2024-01-24 | Macke John F. | Officer | A-Award | A | Common Stock | 8,718 | 0.00 | — | 61,526 | — | ↗ |
| 2024-01-24 | Langford Kevin T | Officer | A-Award | A | Common Stock | 8,718 | 0.00 | — | 35,784 | — | ↗ |
| 2024-01-24 | Kucer Susan Dehner | Officer | A-Award | A | Common Stock | 7,628 | 0.00 | — | 50,263 | — | ↗ |
| 2024-01-24 | Koors Jerry F. | Officer | A-Award | A | Common Stock | 8,718 | 0.00 | — | 43,194 | — | ↗ |
| 2024-01-24 | Evans Scott A. | Director / Officer | A-Award | A | Common Stock | 7,628 | 0.00 | — | 50,624 | — | ↗ |
| 2024-01-24 | Dury Michael R. | Officer | A-Award | A | Common Stock | 9,153 | 0.00 | — | 86,285 | — | ↗ |
| 2024-01-24 | Dunlap Michael J. | Director / Officer | A-Award | A | Common Stock | 34,869 | 0.00 | — | 198,084 | — | ↗ |
| 2023-11-15 | Shane David N. | Director | A-Award | A | Common Stock | 388 | 32.28 | 12.5K | 19,365 | — | ↗ |
| 2023-11-15 | Sellers Anne E. | Director | A-Award | A | Common Stock | 388 | 32.28 | 12.5K | 8,116 | — | ↗ |
| 2023-11-15 | O'Brien Patrick D. | Director | A-Award | A | Common Stock | 388 | 32.28 | 12.5K | 115,178 | — | ↗ |
| 2023-11-15 | JUSTER ANDREW | Director | A-Award | A | Common Stock | 388 | 32.28 | 12.5K | 21,629 | — | ↗ |
| 2023-11-15 | Gilroy Sue Anne | Director | A-Award | A | Common Stock | 388 | 32.28 | 12.5K | 9,522 | — | ↗ |
Executive team
Top executives
EBIT / Employee
397.9K
Shares Outstanding
45.94M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Michael R. Dury President and Chief Executive Officer of Merchants Capital | 330.0K | 6.30M | 100.00 | — | — | 14.5K | 6.65M | 0.00% | ↗ |
| 2 | 2025 | Michael F. Petrie Chairman of the Board and Chief Executive Officer | 1.00M | 750.0K | 750.1K | — | — | 34.6K | 2.53M | 29.59% | ↗ |
| 3 | 2025 | Michael J. Dunlap President and Chief Operating Officer of the Company and President and Chief Executive Officer of Merchants Bank | 975.0K | 731.3K | 731.4K | — | — | 14.5K | 2.45M | 29.83% | ↗ |
| 4 | 2025 | Martin A. Schroeter President – Warehouse Lending | 450.0K | 900.0K | — | — | — | 14.5K | 1.36M | 0.00% | ↗ |
| 5 | 2025 | Sean A. Sievers Executive Vice President and Chief Financial Officer | 625.0K | 234.4K | 330.7K | — | — | 14.5K | 1.11M | 29.84% | ↗ |
| 6 | 2024 | Michael R. Dury President and Chief Executive Officer of Merchants Capital | 315.0K | 5.87M | 227.2K | — | — | 14.4K | 6.43M | 3.54% | ↗ |
| 7 | 2024 | Michael F. Petrie Chairman of the Board and Chief Executive Officer | 950.0K | — | 1.96M | — | — | 32.8K | 2.94M | 66.57% | ↗ |
| 8 | 2024 | Michael J. Dunlap President and Chief Operating Officer of the Company and President and Chief Executive Officer of Merchants Bank | 840.0K | — | 1.75M | — | — | 14.4K | 2.61M | 67.21% | ↗ |
| 9 | 2024 | Martin A. Schroeter President – Warehouse Lending | 420.0K | 840.0K | 100.00 | — | — | 14.4K | 1.27M | 0.01% | ↗ |
| 10 | 2024 | Sean A. Sievers Executive Vice President and Chief Financial Officer | 186.9K | 500.0K | 96.3K | — | — | 8.1K | 887.6K | 10.85% | ↗ |
| 11 | 2024 | John F. Macke Executive Vice President and Chief Financial Officer | 334.0K | — | 315.0K | — | — | 10.3K | 659.2K | 47.78% | ↗ |
| 12 | 2023 | Michael R. Dury President and Chief Executive Officer of Merchants Capital | 300.0K | 5.98M | 222.7K | — | — | 13.9K | 6.51M | 3.42% | ↗ |
| 13 | 2023 | Michael F. Petrie Chairman of the Board and Chief Executive Officer | 900.0K | — | 1.91M | — | — | 31.4K | 2.84M | 67.20% | ↗ |
| 14 | 2023 | Michael J. Dunlap President and Chief Operating Officer of the Company and President and Chief Executive Officer of Merchants Bank | 800.0K | — | 1.70M | — | — | 13.9K | 2.51M | 67.57% | ↗ |
| 15 | 2023 | Martin A. Schroeter President – Warehouse Lending | 400.0K | 588.0K | 212.1K | — | — | 13.9K | 1.21M | 17.47% | ↗ |
| 16 | 2023 | John F. Macke Executive Vice President and Chief Financial Officer | 400.0K | — | 424.1K | — | — | 13.9K | 838.0K | 50.61% | ↗ |
| 17 | 2022 | Michael R. Dury President and Chief Executive Officer of Merchants Capital | 260.0K | 8.42M | 183.9K | — | — | 13.2K | 8.88M | 2.07% | ↗ |
| 18 | 2022 | Michael F. Petrie Chairman of the Board and Chief Executive Officer | 850.0K | 170.0K | 858.6K | — | — | 30.3K | 1.91M | 44.98% | ↗ |
| 19 | 2022 | Michael J. Dunlap President and Chief Operating Officer of the Company and President and Chief Executive Officer of Merchants Bank | 650.0K | 159.4K | 984.8K | — | — | 13.2K | 1.81M | 54.49% | ↗ |
| 20 | 2022 | Martin A. Schroeter President – Warehouse Lending | 300.0K | 125.0K | 303.0K | — | — | 13.0K | 741.0K | 40.89% | ↗ |
| 21 | 2022 | John F. Macke Executive Vice President and Chief Financial Officer | 325.0K | 63.4K | 328.4K | — | — | 13.2K | 729.9K | 44.99% | ↗ |
| 22 | 2021 | Michael R. Dury President and Chief Executive Officer of Merchants Capital | 250.0K | 7.90M | 196.1K | — | — | 12.7K | 8.36M | 2.35% | ↗ |
| 23 | 2021 | Michael F. Petrie Chairman of the Board and Chief Executive Officer | 800.0K | — | 728.1K | — | — | 21.0K | 1.55M | 47.00% | ↗ |
| 24 | 2021 | Michael J. Dunlap President and Chief Operating Officer of the Company and President and Chief Executive Officer of Merchants Bank | 620.0K | 48.4K | 806.4K | — | — | 12.7K | 1.49M | 54.21% | ↗ |
| 25 | 2020 | Michael R. Dury President and Chief Executive Officer of Merchants Capital | 130.0K | 4.17M | 113.9K | — | — | 12.6K | 4.43M | 2.57% | ↗ |
| 26 | 2020 | Michael F. Petrie Chairman of the Board and Chief Executive Officer | 750.0K | 150.0K | 656.4K | — | — | 22.3K | 1.58M | 41.58% | ↗ |
| 27 | 2020 | Michael J. Dunlap President and Chief Operating Officer of the Company and President and Chief Executive Officer of Merchants Bank | 600.0K | 250.0K | 675.1K | — | — | 12.6K | 1.54M | 43.91% | ↗ |
| 28 | 2020 | Michael J. Dunlap President and Chief Operating Officer of the Company and Chief Executive Officer of Merchants Bank | 600.0K | 400.1K | 525.0K | — | — | 12.6K | 1.54M | 34.14% | ↗ |
| 29 | 2019 | Michael R. Dury President and Chief Executive Officer of Merchants Capital | 120.0K | 3.53M | 84.0K | — | — | 8.4K | 3.75M | 2.24% | ↗ |
| 30 | 2019 | Michael J. Dunlap President and Chief Operating Officer of the Company and Chief Executive Officer of Merchants Bank | 550.0K | 210.1K | 275.0K | — | — | 8.4K | 1.04M | 26.35% | ↗ |
| 31 | 2019 | Michael F. Petrie Chairman of the Board and Chief Executive Officer | 700.0K | 100.00 | — | — | — | 17.2K | 717.3K | 0.00% | ↗ |
| 32 | 2018 | Michael R. Dury President, Merchants Capital | 110.0K | 3.27M | 77.0K | — | — | 8.3K | 3.46M | 2.22% | ↗ |
| 33 | 2018 | Michael R. Dury President and Chief Executive Officer of Merchants Capital | 110.0K | 3.27M | 77.0K | — | — | 8.3K | 3.46M | 2.22% | ↗ |
| 34 | 2018 | Michael J. Dunlap President and Chief Operating Officer of the Company and President and Co-Chief Operating Officer of Merchants Bank | 500.0K | 100.0K | 250.0K | — | — | 8.3K | 858.2K | 29.13% | ↗ |
| 35 | 2018 | Michael J. Dunlap President and Chief Operating Officer of the Company and Chief Executive Officer of Merchants Bank | 500.0K | 100.0K | 250.0K | — | — | 8.3K | 858.2K | 29.13% | ↗ |
| 36 | 2018 | Michael F. Petrie Chairman of the Board and Chief Executive Officer | 630.0K | — | — | — | — | 17.6K | 647.7K | 0.00% | ↗ |
| 37 | 2017 | Michael R. Dury President and Chief Operating Officer of P/RMIC | 100.0K | 2.56M | 105.1K | — | — | 8.1K | 2.77M | 3.79% | ↗ |
| 38 | 2017 | Michael R. Dury President, Merchants Capital | 100.0K | 2.56M | 105.1K | — | — | 8.1K | 2.77M | 3.79% | ↗ |
| 39 | 2017 | Michael J. Dunlap President and Chief Operating Officer of the Company and President and Co-Chief Operating Officer of Merchants Bank | 250.0K | 350.1K | 187.7K | — | — | 8.1K | 795.9K | 23.58% | ↗ |
| 40 | 2017 | Michael F. Petrie Chairman of the Board and Chief Executive Officer | 600.0K | — | — | — | — | 19.0K | 619.0K | 0.00% | ↗ |
| 41 | 2016 | Michael R. Dury President and Chief Operating Officer of P/RMIC | 75.0K | 986.3K | 78.7K | — | — | 4.2K | 1.14M | 6.88% | ↗ |
| 42 | 2016 | Michael J. Dunlap President and Chief Operating Officer of the Company and President and Co-Chief Operating Officer of Merchants Bank | 225.0K | 225.0K | 168.7K | — | — | 8.0K | 626.7K | 26.92% | ↗ |
| 43 | 2016 | Michael F. Petrie Chairman of the Board and Chief Executive Officer | 575.0K | — | — | — | — | 17.5K | 592.5K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Michael R. Dury | President & Chief Executive Officer of Merchants Capital Corp | 7M | male |
| Michael F. Petrie | Co-founder, Chairman & Chief Executive Officer | 2M | male |
| Michael J. Dunlap | President, Chief Operating Officer & Director | 2M | male |
| Martin A. Schroeter | President of Warehouse Lending | 1M | male |
| Sean Sievers | Chief Financial Officer | 777.5K | male |
| Philip Daubenmire | Executive Vice President of Investment Real Estate | — | male |
| Tami Durle | Manager SEC Reporting | — | female |
| Ariana Meiser | Market President | — | female |
| Terry A. Oznick | Secretary & General Counsel | — | male |
| Cheryl Likens | Executive Vice President & Chief Risk Officer | — | female |
| Darin Thomas | Chief Accounting Officer | — | male |
| Jeffery L. Scott | President & Executive Vice President of SBA Lending | — | male |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for MBIN
Short-term intention
Target Price Distribution
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