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Metropolitan Bank Holding Corp. (MCB)

USD97.48 +0.32 (+0.33%)
US NYSE Financial Services Banks - Regional
Address 99 Park Avenue 10016
New York City, NY, US
CEO Mark R. DeFazio
IPO 2017-11-08
CIK 1476034 ISIN US5917741044

Explore sections of this company profile

Description

Metropolitan Bank Holding Corp. acts as the parent organization for Metropolitan Commercial Bank, which provides a wide array of business, commercial, and personal banking offerings. This institution serves a diverse clientele, including small and mid-sized enterprises, public sector bodies, and individual clients across the greater New York metropolitan region. The bank’s deposit products feature standard checking, savings, term deposit, and money market accounts, along with certificates of deposit. It also extends an extensive portfolio of credit facilities, encompassing financing for commercial properties, construction ventures, multi-family dwellings, and one-to-four-family residential units. Additional lending options include commercial and industrial loans, consumer credit, funds for property acquisition and renovation, and solutions for refinancing or extracting borrower equity. The institution further supports clients with loans on owner-occupied real estate, working capital lines of credit, trade finance, letters of credit, and conventional term loans. Beyond these core services, the company delivers cash management solutions. It offers modern digital banking options, such as online and mobile platforms, alongside automated clearing house (ACH) transactions, remote check deposit services, and debit card provisions. Metropolitan Commercial Bank maintains a physical presence through six branches located in Manhattan, Brooklyn, Great Neck, and Long Island. Metropolitan Bank Holding Corp., established in 1999, has its corporate headquarters in New York City.

News Sentiment (7d)
34 Negative

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD97.48 +0.32 (+0.33%)
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Volume Profile
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Liquidity & share structure
Average Volume
147.5K
Beta
1.02
Float Shares
10.82M
Free Float %
103.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.52% -2.56% +1.32% +6.38% +19.98% +17.23% +38.43% +192.74% +36.57% +140.58% +140.58%
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 (4 ratings, all time) Buy
Price Targets & DCF
Current price
97.48
Low 97.00 -0.5%
Consensus 97.00 -0.5%
Median 97.00 -0.5%
High 97.00 -0.5%
DCF (Unlevered) 73.39 -24.7%
DCF (Levered) 79.07 -18.9%

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 2026-05 Change
Strong Buy 1 0
Buy 1 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
97.00
-0.5%
Last Year 1
97.00
-0.5%
All Time 4
81.25
-16.6%
Quality scores
Altman Z-Score
0.26
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    +7.1% Q1'26: +12.3% (vs Q1'25)
  • EPS growth
    +11.6% Q1'26: +101.4% (vs Q1'25)
  • FCF margin
    Q1'26: +38.1% (vs Q1'25)
  • EBIT margin
    Q1'26: +32.3% (vs Q1'25)
  • ROIC
    Q1'26: +12.9% (vs Q1'25)
  • Share dilution
    -4.6% Q1'26: -4.7% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 0.21× (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 (1.03) × ERP
WACC = 99% × Ke + 1% × Kd (1,932.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 73.39 Current price: 97.48
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 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.
2 EPS Ana.
Dec 2027
2 Rev. Ana.
2 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
72.05M
est: 58.58M (+23.0%)
96.10M
est: 83.03M (+15.7%)
140.41M
est: 107.18M (+31.0%)
160.10M
est: 138.25M (+15.8%)
196.98M
est: 175.97M (+11.9%)
287.33M
est: 256.80M (+11.9%)
403.31M
est: 239.78M (+68.2%)
492.21M
est: 273.33M (+80.1%)
527.15M
est: 309.85M (+70.1%)
381.25M
377.15M – 383.68M
+23.0% YoY
439.67M
434.95M – 442.47M
+15.3% YoY
508.25M
508.25M – 508.25M
+15.6% YoY
EBITDA
24.56M
est: 19.90M (+23.4%)
38.13M
est: 49.62M (-23.2%)
45.67M
est: 69.82M (-34.6%)
62.52M
est: 56.35M (+10.9%)
94.63M
est: 95.57M (-1.0%)
106.61M
est: 144.82M (-26.4%)
114.06M
est: 71.98M (+58.5%)
85.67M
est: 82.05M (+4.4%)
101.51M
est: 93.01M (+9.1%)
114.44M
113.21M – 115.17M
+23.0% YoY
131.98M
130.56M – 132.82M
+15.3% YoY
152.56M
152.56M – 152.56M
+15.6% YoY
EBIT
23.58M
est: 18.93M (+24.5%)
36.78M
est: 26.84M (+37.0%)
44.06M
est: 34.64M (+27.2%)
57.92M
est: 44.68M (+29.6%)
89.57M
est: 48.17M (+85.9%)
96.90M
est: 52.99M (+82.9%)
106.92M
est: 69.38M (+54.1%)
97.08M
est: 79.09M (+22.7%)
101.51M
est: 89.66M (+13.2%)
110.32M
109.14M – 111.03M
+23.0% YoY
127.23M
125.86M – 128.04M
+15.3% YoY
147.07M
147.07M – 147.07M
+15.6% YoY
Net Income
12.37M
est: 26.90M (-54.0%)
25.55M
est: 24.93M (+2.5%)
30.13M
est: 26.68M (+13.0%)
39.47M
est: 27.62M (+42.9%)
60.56M
est: 52.15M (+16.1%)
59.43M
est: 95.39M (-37.7%)
77.27M
est: 66.02M (+17.0%)
66.69M
est: 69.56M (-4.1%)
71.10M
est: 66.98M (+6.1%)
111.38M
110.14M – 112.62M
+66.3% YoY
126.80M
125.39M – 128.22M
+13.8% YoY
158.54M
156.77M – 160.31M
+25.0% YoY
SGA
20.76M
est: 12.89M (+61.1%)
25.66M
est: 29.92M (-14.2%)
31.24M
est: 38.95M (-19.8%)
41.84M
est: 38.58M (+8.4%)
49.76M
est: 51.68M (-3.7%)
61.92M
est: 45.31M (+36.6%)
76.04M
est: 48.81M (+55.8%)
89.64M
est: 55.64M (+61.1%)
94.35M
est: 63.07M (+49.6%)
77.60M
76.77M – 78.10M
+23.0% YoY
89.49M
88.53M – 90.06M
+15.3% YoY
103.45M
103.45M – 103.45M
+15.6% YoY
EPS
2.40
est: 2.39 (+0.4%)
3.12
est: 3.06 (+2.0%)
3.63
est: 3.50 (+3.7%)
4.76
est: 4.18 (+13.9%)
6.64
est: 6.12 (+8.6%)
5.42
est: 8.30 (-34.7%)
6.95
est: 6.15 (+13.1%)
5.96
est: 6.49 (-8.2%)
6.71
est: 6.25 (+7.3%)
10.40
10.25 – 10.48
+66.3% YoY
11.84
11.67 – 11.94
+13.8% YoY
14.80
14.59 – 14.92
+25.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-23 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 3/5 3/5
2026-05-27 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-26 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-22 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-21 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-20 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-19 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-18 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-15 B+ 3/5 3/5 3/5 3/5 3/5 3/5 3/5
2026-05-14 B+ 3/5 3/5 3/5 3/5 3/5 3/5 3/5
2026-05-13 B+ 3/5 3/5 3/5 3/5 3/5 3/5 3/5
2026-05-12 B+ 3/5 3/5 3/5 3/5 3/5 3/5 3/5
2026-05-11 B+ 3/5 3/5 3/5 3/5 3/5 3/5 3/5
2026-05-08 B+ 3/5 3/5 3/5 4/5 3/5 3/5 3/5
2026-05-07 B+ 3/5 3/5 3/5 4/5 3/5 3/5 3/5
2026-05-06 B+ 3/5 3/5 3/5 4/5 3/5 3/5 3/5
2026-05-05 B+ 3/5 3/5 3/5 4/5 3/5 3/5 3/5
2026-05-04 B+ 3/5 3/5 3/5 4/5 3/5 3/5 3/5
2026-05-01 B+ 3/5 3/5 3/5 4/5 3/5 3/5 3/5
2026-04-30 B+ 3/5 3/5 3/5 4/5 3/5 3/5 3/5
2026-04-29 B+ 3/5 3/5 3/5 4/5 3/5 3/5 3/5
2026-04-28 B+ 3/5 3/5 3/5 4/5 3/5 3/5 3/5
2026-04-27 B+ 3/5 3/5 3/5 4/5 3/5 3/5 3/5
2026-04-24 A- 4/5 4/5 3/5 4/5 3/5 3/5 3/5
2026-04-23 A- 4/5 4/5 3/5 4/5 3/5 3/5 3/5
2026-04-22 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-21 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-20 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-04-17 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-04-16 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-04-15 A- 4/5 4/5 4/5 4/5 2/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
130.75M
OE per share TTM
12.29
Owner's Yield
13.68%
Maintenance CapEx ratio
6.91%
Maint CapEx / Avg PPE
3.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
193
Total invested
944.60M
Insider transactions (90d)
0
Beneficial owners (>5%)
27
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 998.7K 9.00% 412.9K 998.7K IA Maryland 2024-02-14
2 Macquarie Group Limited 760.5K 6.96% HC 2023-02-14
3 Macquarie Investment Management Business Trust 760.5K 6.96% 758.1K 758.1K IA 2023-02-14
4 Macquarie Management Holdings Inc 760.5K 6.96% 758.1K 758.1K HC 2023-02-14
5 (1) BlackRock, Inc. 677.3K 6.40% 662.7K 677.3K HC Delaware 2022-02-03
6 Endicott Management Company 641.7K 7.83% 641.7K 10.00 CO Delaware 2017-11-20
7 Endicott Opportunity Partners IV, L.P. 641.7K 7.83% 641.7K 10.00 PN Delaware 2017-11-20
8 Robert I. Usdan (in the capacity described herein) 641.7K 7.83% 641.7K 10.00 IN United States 2017-11-20
9 W.R. Endicott IV, L.L.C. 641.7K 7.83% 641.7K 10.00 OO Delaware 2017-11-20
10 Wayne K. Goldstein (in the capacity described herein) 641.7K 7.83% 641.7K 10.00 IN United States 2017-11-20
11 Basswood Capital Management, L.L.C. 607.8K 5.43% 607.8K IA Delaware 2024-11-14
12 Bennett Lindenbaum 607.8K 5.43% 607.8K HC, IN United States 2024-11-14
13 Matthew Lindenbaum 607.8K 5.43% 607.8K HC, IN United States 2024-11-14
14 The Vanguard Group - 23-1945930 568.8K 5.20% 9.8K 549.4K 19.4K IA 2023-02-09
15 James F. Deutsch 568.7K 5.17% 568.7K 568.7K IN United States 2023-08-18
16 James J. Lynch 568.7K 5.17% 568.7K 568.7K IN United States 2023-08-18
17 Patriot Financial Partners GP III, L.P. 568.7K 5.17% 568.7K 568.7K PN Delaware 2023-08-18
18 Patriot Financial Partners III, L.P. 568.7K 5.17% 568.7K 568.7K PN Delaware 2023-08-18
19 W. Kirk Wycoff 568.7K 5.17% 568.7K 568.7K IN United States 2023-08-18
20 Delaware Small Cap Value Fund, a series of Delaware Group Global & International Funds 555.8K 5.08% 555.8K 555.8K IC 2023-02-14
21 EJF Capital LLC 512.0K 4.70% 512.0K 512.0K IA 2022-02-11
22 Emanuel J. Friedman 512.0K 4.70% 512.0K 512.0K IN 2022-02-11
23 EJF Sidecar Fund, Series LLC – Small Financial Equities Series 200.0K 1.80% 200.0K 200.0K OO 2022-02-11
24 EJF Financial Services Fund, LP 64.1K 0.60% 64.1K 64.1K PN 2022-02-11
25 EJF Financial Services GP, LLC 64.1K 0.60% 64.1K 64.1K OO 2022-02-11
26 EJF Income Fund, LP 2.5K 0.02% 2.5K 2.5K PN 2022-02-11
27 EJF Income GP, LLC 2.5K 0.02% 2.5K 2.5K OO 2022-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
193
+31 vs prev Q
New positions
49
Closed positions
18
Increased
118
Reduced
46
Put/Call ratio
0.00
Calls held
12.1K
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 975.4K -7.2K (-0.7%) 74.48M +963.9K (+1.3%) 9.21% -0.095 pp 0.00% +0.000 pp USD53.20 +43.5% 6 qtrs
2 764.9K +— (+0.0%) 58.41M +1.2M (+2.1%) 7.22% -0.021 pp 18.21% +0.111 pp USD74.82 +2.1% 2 qtrs
3 VANGUARD GROUP INC 608.8K -11.3K (-1.8%) 46.48M +89.3K (+0.2%) 5.75% -0.124 pp 0.00% +0.000 pp USD53.45 +42.9% 33 qtrs
4 WELLINGTON MANAGEMENT GROUP LLP 592.8K +236.9K (+66.6%) 45.27M +18.6M (+70.0%) 5.80% +2.435 pp 0.01% +0.003 pp USD67.88 +12.5% 5 qtrs
5 ADAGE CAPITAL PARTNERS GP, L.L.C. 559.5K +299.1K (+114.8%) 42.72M +23.2M (+119.3%) 5.28% +2.816 pp 0.06% +0.034 pp USD60.13 +27.0% 12 qtrs
6 DIMENSIONAL FUND ADVISORS LP 427.1K +23.1K (+5.7%) 32.62M +2.4M (+7.9%) 4.03% +0.207 pp 0.01% +0.000 pp USD59.63 +28.1% 28 qtrs
7 FMR LLC 401.5K -314.2K (-43.9%) 30.66M -22.9M (-42.7%) 3.93% -2.844 pp 0.00% -0.001 pp USD84.87 -10.0% 20 qtrs
8 STATE STREET CORP 346.9K +20.8K (+6.4%) 26.49M +2.1M (+8.6%) 3.27% +0.187 pp 0.00% +0.000 pp USD56.29 +35.7% 33 qtrs
9 AMERICAN CENTURY COMPANIES INC 327.0K +2.0K (+0.6%) 24.97M +655.4K (+2.7%) 3.20% +0.125 pp 0.01% +0.000 pp USD54.82 +39.3% 21 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 242.6K +5.2K (+2.2%) 18.52M +765.2K (+4.3%) 2.29% +0.043 pp 0.00% +0.000 pp USD54.63 +39.8% 33 qtrs
11 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 221.5K +— (+0.0%) 16.91M +341.0K (+2.1%) 2.17% +0.072 pp 0.68% +0.005 pp USD49.45 +54.4% 33 qtrs
12 BANK OF NEW YORK MELLON CORP 202.2K +47.3K (+30.6%) 15.44M +3.9M (+33.3%) 1.91% +0.443 pp 0.00% +0.001 pp USD67.34 +13.4% 33 qtrs
13 JPMORGAN CHASE & CO 158.6K -19.7K (-11.1%) 12.11M -1.2M (-9.2%) 1.50% -0.191 pp 0.00% +0.000 pp USD63.89 +19.5% 33 qtrs
14 MORGAN STANLEY 132.5K -3.3K (-2.4%) 10.12M -42.6K (-0.4%) 1.25% -0.035 pp 0.00% +0.000 pp USD52.75 +44.8% 33 qtrs
15 PACIFIC RIDGE CAPITAL PARTNERS, LLC 131.4K -2.4K (-1.8%) 10.04M +19.7K (+0.2%) 1.29% +0.020 pp 2.20% +0.002 pp USD39.51 +93.3% 33 qtrs
16 BANC FUNDS CO LLC 128.8K -17.9K (-12.2%) 9.84M -1.1M (-10.4%) 1.22% -0.173 pp 1.95% +0.028 pp USD45.71 +67.1% 33 qtrs
17 NUVEEN, LLC 126.9K -31.3K (-19.8%) 9.69M -2.1M (-18.1%) 1.20% -0.300 pp 0.00% -0.001 pp USD55.99 +36.4% 4 qtrs
18 RUSSELL INVESTMENTS GROUP, LTD. 124.1K -25.9K (-17.3%) 9.47M -1.7M (-15.6%) 1.21% -0.205 pp 0.01% -0.002 pp USD56.67 +34.7% 31 qtrs
19 D. E. SHAW & CO., INC. 115.3K -5.5K (-4.6%) 8.80M -236.4K (-2.6%) 1.13% -0.015 pp 0.00% 0.000 pp USD45.46 +68.0% 21 qtrs
20 VERITION FUND MANAGEMENT LLC 112.2K -1.6K (-1.4%) 8.57M +55.3K (+0.6%) 1.10% +0.022 pp 0.03% -0.002 pp USD59.06 +29.3% 19 qtrs
21 RANGER INVESTMENT MANAGEMENT, L.P. 105.2K -46.3K (-30.6%) 8.03M -3.3M (-29.1%) 1.03% -0.404 pp 0.55% -0.239 pp USD60.00 +27.3% 19 qtrs
22 NORTHERN TRUST CORP 90.2K -5.6K (-5.9%) 6.88M -282.7K (-3.9%) 0.88% -0.024 pp 0.00% +0.000 pp USD53.98 +41.5% 33 qtrs
23 STATE OF WISCONSIN INVESTMENT BOARD 84.6K +18.3K (+27.5%) 6.46M +1.5M (+30.1%) 0.83% +0.200 pp 0.01% +0.003 pp USD63.61 +20.0% 33 qtrs
24 CITADEL ADVISORS LLC 82.4K +16.5K (+25.1%) 6.29M +1.4M (+27.6%) 0.78% +0.154 pp 0.00% +0.000 pp USD71.35 +7.0% 15 qtrs
25 GOLDMAN SACHS GROUP INC 82.2K +11.5K (+16.2%) 6.28M +984.0K (+18.6%) 0.78% +0.106 pp 0.00% +0.000 pp USD57.78 +32.2% 33 qtrs
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 75.8K -1.3K (-1.7%) 5.79M +18.7K (+0.3%) 0.74% +0.012 pp 0.00% +0.000 pp USD67.62 +12.9% 33 qtrs
27 FRANKLIN RESOURCES INC 70.8K -8.1K (-10.2%) 5.41M -494.5K (-8.4%) 0.67% -0.078 pp 0.00% 0.000 pp USD44.94 +69.9% 9 qtrs
28 ACADIAN ASSET MANAGEMENT LLC 70.5K -3.9K (-5.3%) 5.38M -184.0K (-3.3%) 0.67% -0.039 pp 0.01% -0.001 pp USD43.49 +75.6% 32 qtrs
29 PRUDENTIAL FINANCIAL INC 69.4K -8.4K (-10.8%) 5.30M -523.7K (-9.0%) 0.66% -0.082 pp 0.01% -0.001 pp USD57.90 +31.9% 5 qtrs
30 BRIDGEWAY CAPITAL MANAGEMENT, LLC 67.8K -2.1K (-3.0%) 5.17M -52.8K (-1.0%) 0.64% -0.022 pp 0.11% -0.003 pp USD41.46 +84.2% 29 qtrs
31 UBS GROUP AG 64.8K +50.8K (+363.5%) 4.95M +3.9M (+373.0%) 0.61% +0.480 pp 0.00% +0.001 pp USD71.34 +7.0% 33 qtrs
32 TUDOR INVESTMENT CORP ET AL 61.8K +32.6K (+111.6%) 4.72M +2.5M (+116.0%) 0.60% +0.329 pp 0.01% +0.005 pp USD75.63 +1.0% 2 qtrs
33 MILLENNIUM MANAGEMENT LLC 59.8K +12.4K (+26.1%) 4.57M +1.0M (+28.7%) 0.56% +0.116 pp 0.00% +0.000 pp USD74.40 +2.6% 26 qtrs
34 AMERIPRISE FINANCIAL INC 59.0K -12.3K (-17.3%) 4.51M -831.7K (-15.6%) 0.58% -0.098 pp 0.00% 0.000 pp USD48.85 +56.3% 31 qtrs
35 EMPOWERED FUNDS, LLC 43.2K +— (+0.0%) 3.30M +66.5K (+2.1%) 0.41% -0.001 pp 0.03% -0.007 pp USD40.12 +90.3% 8 qtrs
36 TWO SIGMA INVESTMENTS, LP 39.9K +32.9K (+466.6%) 3.05M +2.5M (+478.3%) 0.38% +0.310 pp 0.00% +0.004 pp USD71.12 +7.4% 20 qtrs
37 TREXQUANT INVESTMENT LP 37.5K -11.0K (-22.7%) 2.86M -764.7K (-21.1%) 0.35% -0.105 pp 0.03% -0.012 pp USD65.86 +15.9% 7 qtrs
38 STERLING CAPITAL MANAGEMENT LLC 35.2K -1.7K (-4.7%) 2.68M -75.8K (-2.7%) 0.33% -0.017 pp 0.04% +0.003 pp USD74.11 +3.0% 6 qtrs
39 ALGERT GLOBAL LLC 35.0K -280.0 (-0.8%) 2.67M +33.0K (+1.3%) 0.33% -0.004 pp 0.04% -0.003 pp USD55.50 +37.6% 9 qtrs
40 LIDO ADVISORS, LLC 34.5K +34.5K (+100.0%) 2.63M +2.6M (+100.0%) 0.33% +0.325 pp 0.01% +0.008 pp USD76.36 +0.0% 1 qtrs NEW
41 PRICE T ROWE ASSOCIATES INC /MD/ 33.6K -20.4K (-37.7%) 2.57M -1.5M (-36.4%) 0.32% -0.194 pp 0.00% 0.000 pp USD46.86 +63.0% 8 qtrs
42 HARBOR ADVISORS LLC 31.5K +— (+0.0%) 2.41M +48.5K (+2.1%) 0.31% +0.010 pp 0.36% -0.002 pp USD40.89 +86.7% 11 qtrs
43 SQUAREPOINT OPS LLC 30.4K +13.1K (+75.5%) 2.32M +1.0M (+79.1%) 0.30% +0.133 pp 0.00% +0.001 pp USD75.48 +1.2% 2 qtrs
44 EMERALD MUTUAL FUND ADVISERS TRUST 29.4K -1.7K (-5.5%) 2.24M -81.4K (-3.5%) 0.28% -0.017 pp 0.11% -0.011 pp USD53.70 +42.2% 19 qtrs
45 KNIGHTS OF COLUMBUS ASSET ADVISORS LLC 28.5K -889.0 (-3.0%) 2.18M -22.6K (-1.0%) 0.27% -0.009 pp 0.12% -0.003 pp USD74.82 +2.1% 2 qtrs
46 SIPPICAN CAPITAL ADVISORS 28.1K +1.0K (+3.7%) 2.15M +119.1K (+5.9%) 0.27% +0.009 pp 1.38% +0.039 pp USD54.77 +39.4% 7 qtrs
47 ROYCE & ASSOCIATES LP 26.2K -142.7K (-84.5%) 2.00M -10.6M (-84.1%) 0.25% -1.351 pp 0.02% -0.106 pp USD56.27 +35.7% 5 qtrs
48 SALZHAUER MICHAEL 24.0K -16.5K (-40.8%) 1.83M -1.2M (-39.6%) 0.23% -0.148 pp 0.75% -0.704 pp USD47.11 +62.1% 9 qtrs
49 INVESCO LTD. 23.3K -33.9K (-59.2%) 1.78M -2.5M (-58.4%) 0.22% -0.322 pp 0.00% 0.000 pp USD55.49 +37.6% 28 qtrs
50 AQR CAPITAL MANAGEMENT LLC 22.9K +589.0 (+2.6%) 1.75M +79.3K (+4.8%) 0.22% +0.013 pp 0.00% 0.000 pp USD43.40 +75.9% 18 qtrs
51 JUPITER ASSET MANAGEMENT LTD 22.3K +— (+0.0%) 1.70M +34.3K (+2.1%) 0.21% -0.001 pp 0.01% -0.001 pp USD70.00 +9.1% 3 qtrs
52 BNP PARIBAS ARBITRAGE, SNC 21.4K +4.5K (+26.9%) 1.64M +372.6K (+29.5%) 0.20% +0.042 pp 0.00% +0.000 pp USD68.72 +11.1% 33 qtrs
53 PANAGORA ASSET MANAGEMENT INC 21.4K +17.7K (+479.1%) 1.64M +1.4M (+491.0%) 0.21% +0.175 pp 0.01% +0.005 pp USD76.09 +0.4% 2 qtrs
54 BANK OF AMERICA CORP /DE/ 19.9K -19.2K (-49.1%) 1.52M -1.4M (-48.0%) 0.19% -0.182 pp 0.00% 0.000 pp USD62.45 +22.3% 33 qtrs
55 BARCLAYS PLC 19.2K -4.3K (-18.2%) 1.47M +232.6K (+18.9%) 0.18% -0.041 pp 0.00% +0.000 pp USD52.24 +46.2% 33 qtrs
56 LPL FINANCIAL LLC 19.1K +561.0 (+3.0%) 1.46M +71.3K (+5.2%) 0.18% +0.005 pp 0.00% +0.000 pp USD59.99 +27.3% 5 qtrs
57 PRINCIPAL FINANCIAL GROUP INC 17.5K +5.6K (+47.2%) 1.34M +448.1K (+50.3%) 0.17% +0.059 pp 0.00% +0.000 pp USD72.04 +6.0% 3 qtrs
58 SWISS NATIONAL BANK 17.5K +— (+0.0%) 1.34M +27.0K (+2.1%) 0.17% -0.001 pp 0.00% +0.000 pp USD97.93 -22.0% 17 qtrs
59 UBS ASSET MANAGEMENT AMERICAS INC 17.1K -267.0 (-1.5%) 1.31M +6.4K (+0.5%) 0.16% -0.003 pp 0.00% +0.000 pp USD55.68 +37.1% 9 qtrs
60 WELLS FARGO & COMPANY/MN 16.7K +3.2K (+23.6%) 1.27M +263.9K (+26.1%) 0.16% +0.030 pp 0.00% +0.000 pp USD65.19 +17.1% 33 qtrs
61 EXODUSPOINT CAPITAL MANAGEMENT, LP 16.4K -666.0 (-3.9%) 1.25M -24.6K (-1.9%) 0.15% -0.007 pp 0.01% -0.003 pp USD74.82 +2.1% 2 qtrs
62 JANE STREET GROUP, LLC 16.1K -41.0K (-71.8%) 1.23M -3.0M (-71.2%) 0.15% -0.388 pp 0.00% -0.001 pp USD68.61 +11.3% 13 qtrs
63 CREATIVE PLANNING 14.3K -3.3K (-18.9%) 1.09M -226.6K (-17.2%) 0.14% -0.027 pp 0.00% 0.000 pp USD64.81 +17.8% 6 qtrs
64 RAFFERTY ASSET MANAGEMENT, LLC 13.9K -142.0 (-1.0%) 1.06M +10.8K (+1.0%) 0.14% +0.003 pp 0.00% +0.000 pp USD42.95 +77.8% 17 qtrs
65 RHUMBLINE ADVISERS 13.7K -2.0K (-12.8%) 1.05M -129.0K (-11.0%) 0.13% -0.019 pp 0.00% 0.000 pp USD55.17 +38.4% 31 qtrs
66 CITIGROUP INC 13.6K +1.8K (+15.0%) 1.04M +153.8K (+17.3%) 0.13% +0.021 pp 0.00% +0.000 pp USD43.00 +77.6% 33 qtrs
67 UNISON ADVISORS LLC 13.5K +27.0 (+0.2%) 1.03M +22.9K (+2.3%) 0.13% +0.005 pp 0.09% -0.002 pp USD52.63 +45.1% 6 qtrs
68 ALLIANCEBERNSTEIN L.P. 11.1K -271.0 (-2.4%) 844.2K -3.3K (-0.4%) 0.10% -0.003 pp 0.00% +0.000 pp USD49.28 +55.0% 33 qtrs
69 NEWPORT TRUST CO 10.4K +1.2K (+13.5%) 796.8K +109.1K (+15.9%) 0.10% +0.012 pp 0.00% +0.000 pp USD48.65 +57.0% 7 qtrs
70 LEGAL & GENERAL GROUP PLC 10.3K -13.0 (-0.1%) 788.2K +14.9K (+1.9%) 0.10% 0.000 pp 0.00% +0.000 pp USD57.54 +32.7% 33 qtrs
71 SUSQUEHANNA INTERNATIONAL GROUP, LLP 10.1K +7.1K (+236.7%) 771.2K +546.8K (+243.6%) 0.10% +0.067 pp 0.00% +0.000 pp USD66.92 +14.1% 14 qtrs
72 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 10.0K -1.1K (-10.2%) 760.0K -69.1K (-8.3%) 0.09% -0.011 pp 0.03% -0.007 pp USD55.99 +36.4% 4 qtrs
73 TWO SIGMA ADVISERS, LP 9.5K +9.5K (+100.0%) 725.4K +725.4K (+100.0%) 0.09% +0.090 pp 0.00% +0.001 pp USD76.36 +0.0% 33 qtrs
74 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 9.3K -30.2K (-76.4%) 710.9K -2.2M (-76.0%) 0.09% -0.283 pp 0.00% -0.001 pp USD68.53 +11.4% 6 qtrs
75 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 8.8K -43.0 (-0.5%) 669.0K +10.3K (+1.6%) 0.09% +0.002 pp 0.00% +0.000 pp USD86.56 -11.8% 33 qtrs
76 BREVAN HOWARD CAPITAL MANAGEMENT LP 8.7K +4.3K (+94.7%) 667.7K +331.8K (+98.8%) 0.08% +0.040 pp 0.01% +0.006 pp USD73.09 +4.5% 3 qtrs
77 GREAT LAKES ADVISORS, LLC 8.3K -116.0 (-1.4%) 634.8K +4.1K (+0.7%) 0.08% -0.001 pp 0.01% 0.000 pp USD42.55 +79.5% 7 qtrs
78 SG AMERICAS SECURITIES, LLC 8.1K +1.7K (+26.0%) 615.0K +137.0K (+28.7%) 0.08% +0.018 pp 0.00% -0.001 pp USD68.16 +12.0% 7 qtrs
79 SANTA MONICA PARTNERS LP 7.8K +— (+0.0%) 596.0K +12.0K (+2.1%) 0.08% +0.003 pp 0.36% +0.019 pp USD41.61 +83.5% 33 qtrs
80 DEUTSCHE BANK AG\ 7.6K +499.0 (+7.1%) 576.7K +49.0K (+9.3%) 0.07% +0.005 pp 0.00% +0.000 pp USD58.04 +31.6% 33 qtrs
81 JUMP FINANCIAL, LLC 7.5K +925.0 (+14.0%) 573.7K +80.8K (+16.4%) 0.07% +0.011 pp 0.01% +0.001 pp USD48.83 +56.4% 8 qtrs
82 ENGINEERS GATE MANAGER LP 7.0K +7.0K (+100.0%) 534.8K +534.8K (+100.0%) 0.07% +0.069 pp 0.01% +0.006 pp USD76.36 +0.0% 1 qtrs NEW
83 Y-INTERCEPT (HONG KONG) LTD 6.9K +2.2K (+46.1%) 529.6K +174.5K (+49.1%) 0.07% +0.021 pp 0.01% +0.003 pp USD75.31 +1.4% 2 qtrs
84 QUANTINNO CAPITAL MANAGEMENT LP 6.4K +117.0 (+1.9%) 491.5K +18.7K (+3.9%) 0.06% +0.003 pp 0.00% 0.000 pp USD71.32 +7.1% 3 qtrs
85 MARINER, LLC 6.3K +478.0 (+8.2%) 482.1K +45.4K (+10.4%) 0.06% +0.007 pp 0.00% +0.000 pp USD56.95 +34.1% 6 qtrs
86 SKOPOS LABS, INC. 6.1K +6.1K (+100.0%) 473.4K +473.4K (+100.0%) 0.06% +0.058 pp 0.02% +0.022 pp USD76.36 +0.0% 5 qtrs
87 QUADRATURE CAPITAL LTD 6.1K -3.3K (-35.3%) 467.6K -240.0K (-33.9%) 0.06% -0.032 pp 0.00% -0.004 pp USD74.82 +2.1% 7 qtrs
88 LAZARD ASSET MANAGEMENT LLC 5.7K +— (+0.0%) 433.0K +8.7K (+2.1%) 0.05% 0.000 pp 0.00% +0.000 pp USD49.20 +55.2% 7 qtrs
89 METLIFE INVESTMENT MANAGEMENT, LLC 5.4K +— (+0.0%) 414.8K +8.4K (+2.1%) 0.05% 0.000 pp 0.00% +0.000 pp USD65.86 +15.9% 30 qtrs
90 QUEST PARTNERS LLC 5.4K -3.2K (-37.3%) 413.7K -232.4K (-36.0%) 0.05% -0.031 pp 0.02% -0.019 pp USD74.43 +2.6% 8 qtrs
91 QUANTBOT TECHNOLOGIES LP 5.4K -2.2K (-29.3%) 413.2K -159.8K (-27.9%) 0.05% -0.021 pp 0.01% -0.002 pp USD62.35 +22.5% 16 qtrs
92 JANUS HENDERSON GROUP PLC 5.3K +— (+0.0%) 403.3K +7.4K (+1.9%) 0.05% +0.002 pp 0.00% +0.000 pp USD35.28 +116.4% 17 qtrs
93 PFG INVESTMENTS, LLC 5.2K +— (+0.0%) 394.6K +8.0K (+2.1%) 0.05% +0.002 pp 0.02% -0.002 pp USD58.40 +30.8% 5 qtrs
94 POINT72 ASSET MANAGEMENT, L.P. 5.2K +5.2K (+100.0%) 394.2K +394.2K (+100.0%) 0.05% +0.051 pp 0.00% +0.000 pp USD76.36 +0.0% 8 qtrs
95 JOEL ISAACSON & CO., LLC 4.9K +— (+0.0%) 371.7K +7.5K (+2.1%) 0.05% +0.002 pp 0.01% -0.001 pp USD42.55 +79.5% 9 qtrs
96 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 4.8K -785.0 (-14.0%) 369.7K -51.3K (-12.2%) 0.05% -0.008 pp 0.01% -0.001 pp USD71.95 +6.1% 3 qtrs
97 FIRST TRUST ADVISORS LP 4.5K +4.5K (+100.0%) 345.4K +345.4K (+100.0%) 0.04% +0.044 pp 0.00% +0.000 pp USD76.36 +0.0% 6 qtrs
98 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 4.5K +393.0 (+9.6%) 343.8K +36.3K (+11.8%) 0.04% +0.004 pp 0.00% +0.000 pp USD74.95 +1.9% 2 qtrs
99 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 4.3K +23.0 (+0.5%) 325.3K +8.3K (+2.6%) 0.04% +0.002 pp 0.00% +0.000 pp USD45.22 +68.9% 7 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.30
Neutral
Ratio by volume
2.93
Bullish
Buys
26
Sells
20
Shares acquired
158.5K
Shares disposed
54.0K
Cash buys
1.00
Cash sales
7.00
Net activity
+104,506
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
2026-03-28 Lublin Scott Officer F-InKind D Common Stock 3,025 80.65 244.0K 57,905 D
2026-03-28 DeFazio Mark R Director / Officer F-InKind D Common Stock 6,050 80.65 487.9K 150,583 D
2026-03-10 Dougherty Daniel F Officer P-Purchase A Common Stock 1,000 79.95 80.0K 32,197 D
2026-03-02 Scott Norman Officer A-Award A Common Stock 2,296 0.00 14,842 D
2026-03-02 Rosenberg Nick Officer A-Award A Common Stock 4,241 0.00 30,080 D
2026-03-02 Lublin Scott Officer F-InKind D Common Stock 3,294 84.15 277.2K 60,930 D
2026-03-02 Gaare Gregory Officer F-InKind D Common Stock 342 84.15 28.8K 4,875 D
2026-03-02 Erikson Frederik F Officer A-Award A Common Stock 4,536 0.00 12,484 D
2026-03-02 Dougherty Daniel F Officer A-Award A Common Stock 5,487 0.00 32,828 D
2026-03-02 DeFazio Mark R Director / Officer A-Award A Common Stock 6,688 0.00 136,078 D
2026-03-02 Capra Laura Officer A-Award A Common Stock 4,650 0.00 42,694 D
2026-03-02 Bonnar Gerald David Officer A-Award A Common Stock 2,153 0.00 14,489 D
2026-03-02 Berrios Dixiana M Officer D-Return D Common Stock 1,418 84.15 119.3K 15,620 D
2026-02-27 Lublin Scott Officer A-Award A Common Stock 17,602 0.00 58,781 D
2026-02-27 DeFazio Mark R Director / Officer A-Award A Common Stock 35,205 0.00 129,390 D
2026-02-25 DeFazio Mark R Director / Officer A-Award A Common Stock 5,882 85.00 500.0K 5,882 I
2026-01-27 Wolf George J Jr Director G-Gift D Common Stock 1,720 0.00 28,495 D
2026-01-23 Wolf George J Jr Director A-Award A Common Stock 2,500 0.00 30,215 D
2026-01-23 Robinson Katrina Director A-Award A Common Stock 2,500 0.00 7,500 D
2026-01-23 Reinhardt William Director A-Award A Common Stock 2,500 0.00 23,780 D
2026-01-23 RAMIREZ MARIA F Director A-Award A Common Stock 2,500 0.00 34,557 D
2026-01-23 Pamula Chaya Director A-Award A Common Stock 2,500 0.00 11,513 D
2026-01-23 PATENT ROBERT C Director S-Sale D common stock 2,100 93.36 196.1K 84,240 D
2026-01-23 MITCHELL TERENCE J Director A-Award A Common Stock 2,500 0.00 15,730 D
2026-01-23 Gold David J Director A-Award A Common Stock 2,500 0.00 29,731 D
2026-01-23 GUTMAN HARVEY Director A-Award A Common Stock 2,500 0.00 21,243 D
2026-01-23 Fredston Dale C Director A-Award A Common Stock 2,500 0.00 16,668 D
2026-01-23 FABIANO ANTHONY J Director A-Award A Common Stock 2,500 0.00 15,180 D
2026-01-22 PATENT ROBERT C Director S-Sale D Common Stock 4,998 94.64 473.0K 93,687 D
2026-01-21 Rosenberg Nick Officer S-Sale D Common Stock 1,250 90.21 112.8K 25,839 D
2025-12-10 Rosenberg Nick Officer S-Sale D Common Stock 625 80.41 50.3K 27,089 D
2025-10-30 FABIANO ANTHONY J Director P-Purchase A Common Stock 147 67.87 10.0K 12,680 D
2025-10-27 Erikson Frederik F Officer P-Purchase A Common Stock 20 68.65 1.4K 7,948 D
2025-10-27 Dougherty Daniel F Officer P-Purchase A Common Stock 1,000 71.66 71.7K 27,341 D
2025-10-20 Lublin Scott Officer S-Sale D Common Stock 717 73.05 52.4K 45,462 D
2025-10-17 Rosenberg Nick Officer S-Sale D Common Stock 586 72.42 42.4K 27,753 D
2025-09-18 PATENT ROBERT C Director J-Other D Common Stock 32,882 0.00 0 I
2025-09-17 Rosenberg Nick Officer S-Sale D Common Stock 161 78.12 12.6K 29,428 D
2025-09-15 Wolf George J Jr Director G-Gift D Common Stock 20 0.00 27,715 D
2025-09-03 Fredston Dale C Director S-Sale D Common Stock 2,841 78.62 223.4K 14,327 D
2025-08-27 PATENT ROBERT C Director S-Sale D Common Stock 5,000 79.02 395.1K 98,685 D
2025-08-19 PATENT ROBERT C Director S-Sale D Common Stock 5,000 72.75 363.7K 103,685 D
2025-08-19 MITCHELL TERENCE J Director S-Sale D Common Stock 4,796 72.44 347.4K 13,230 D
2025-07-22 GUTMAN HARVEY Director S-Sale D Common Stock 1,400 78.41 109.8K 18,743 D
2025-07-21 PATENT ROBERT C Director S-Sale D Common Stock 641 79.17 50.8K 108,685 D
2025-07-21 Lublin Scott Officer S-Sale D Common Stock 156 79.90 12.5K 46,179 D
2025-07-18 PATENT ROBERT C Director J-Other A Common Stock 34,502 0.00 113,685 D
2025-07-03 Rosenberg Nick Officer S-Sale D Common Stock 1,250 75.05 93.8K 29,589 D
2025-06-20 Lublin Scott Officer S-Sale D Common Stock 4,956 65.02 322.2K 51,223 D
2025-06-18 PATENT ROBERT C Director S-Sale D Common Stock 2,000 65.61 131.2K 79,183 D
2025-06-10 DeFazio Mark R Director / Officer S-Sale D Common Stock 2,875 66.01 189.8K 0 I
2025-06-03 PATENT ROBERT C Director G-Gift D Common Stock 450 0.00 81,183 D
2025-06-02 Lublin Scott Officer F-InKind D Common Stock 1,135 64.67 73.4K 56,179 D
2025-06-02 DeFazio Mark R Director / Officer F-InKind D Common Stock 4,416 64.67 285.6K 120,632 D
2025-05-02 Berrios Dixiana M Officer S-Sale D Common Stock 6,250 64.00 400.0K 13,606 D
2025-04-25 Scott Norman Officer S-Sale D Common Stock 3,293 60.57 199.5K 12,546 D
2025-04-23 Berrios Dixiana M Officer S-Sale D Common Stock 26 57.52 1.5K 19,856 D
2025-03-17 Lublin Scott Officer S-Sale D Common Stock 5,000 54.60 273.0K 49,988 D
2025-03-17 DeFazio Mark R Director / Officer S-Sale D Common Stock 3,333 54.78 182.6K 17,184 I
2025-03-13 Wolf George J Jr Director G-Gift D Common Stock 2,760 0.00 27,735 D
2025-03-01 Scott Norman Officer F-InKind D Common Stock 1,365 60.43 82.5K 15,839 D
2025-03-01 Rosenberg Nick Officer A-Award A Common Stock 5,589 0.00 35,782 D
2025-03-01 Lublin Scott Officer A-Award A Common Stock 6,587 0.00 58,840 D
2025-03-01 Gaare Gregory Officer A-Award A Common Stock 2,803 0.00 2,803 D
2025-03-01 Erikson Frederik F Officer A-Award A Common Stock 6,284 0.00 8,119 D
2025-03-01 Dougherty Daniel F Officer A-Award A Common Stock 6,123 0.00 27,148 D
2025-03-01 DeFazio Mark R Director / Officer F-InKind D Common Stock 17,893 60.43 1.08M 115,716 D
2025-03-01 Capra Laura Officer A-Award A Common Stock 5,449 0.00 40,250 D
2025-03-01 Bonnar Gerald David Officer A-Award A Common Stock 2,735 0.00 13,462 D
2025-03-01 Berrios Dixiana M Officer A-Award A Common Stock 4,523 0.00 21,482 D
2025-02-25 Lublin Scott Officer A-Award A Common Stock 7,326 0.00 57,314 D
2025-02-25 DeFazio Mark R Director / Officer A-Award A Common Stock 24,420 0.00 125,048 D
2025-02-20 Robinson Katrina Director S-Sale D Common Stock 3,563 60.45 215.4K 5,000 D
2025-02-14 Fredston Dale C Director G-Gift D Common Stock 500 0.00 17,168 D
2025-02-13 Fredston Dale C Director S-Sale D Common Stock 1,000 62.27 62.3K 17,668 D
2025-01-27 Wolf George J Jr Director A-Award A Common Stock 2,500 0.00 30,495 D
2025-01-27 Robinson Katrina Director A-Award A Common Stock 2,500 0.00 8,563 D
2025-01-27 Reinhardt William Director A-Award A Common Stock 2,500 0.00 21,280 D
2025-01-27 RAMIREZ MARIA F Director A-Award A Common Stock 2,500 0.00 32,057 D
2025-01-27 Pamula Chaya Director A-Award A Common Stock 2,500 0.00 9,013 D
2025-01-27 PATENT ROBERT C Director A-Award A Common Stock 2,500 0.00 81,633 D
2025-01-27 MITCHELL TERENCE J Director A-Award A Common Stock 2,500 0.00 18,026 D
2025-01-27 Gold David J Director A-Award A Common Stock 2,500 0.00 27,231 D
2025-01-27 GUTMAN HARVEY Director A-Award A Common Stock 2,500 0.00 20,143 D
2025-01-27 Fredston Dale C Director A-Award A Common Stock 2,500 0.00 18,668 D
2025-01-27 FABIANO ANTHONY J Director A-Award A Common Stock 2,500 0.00 12,533 D
2024-12-19 Lublin Scott Officer S-Sale D Common Stock 3,000 58.77 176.3K 52,253 D
2024-11-11 Rosenberg Nick Officer S-Sale D Common Stock 1,250 65.17 81.5K 30,193 D
2024-10-29 PATENT ROBERT C Director S-Sale D Common Stock 1,000 55.32 55.3K 0 I
2024-10-24 Pamula Chaya Director P-Purchase A Common Stock 450 54.29 24.4K 6,513 D
2024-10-21 Scott Norman Officer S-Sale D Common Stock 1,473 57.92 85.3K 11,732 D
2024-10-04 Rosenberg Nick Officer S-Sale D Common Stock 1,250 55.14 68.9K 31,443 D
2024-07-24 Lublin Scott Officer S-Sale D Common Stock 1,824 55.99 102.1K 55,253
2024-07-23 Lublin Scott Officer S-Sale D Common Stock 1,005 55.11 55.4K 57,077
2024-07-23 DeFazio Mark R Director / Officer S-Sale D Common Stock 57,052 54.98 3.14M 124,156
2024-07-22 DeFazio Mark R Director / Officer S-Sale D Common Stock 658 55.95 36.8K 181,208
2024-06-11 Dougherty Daniel F Officer P-Purchase A Common Stock 1,000 39.30 39.3K 21,025
2024-06-10 Wolf George J Jr Director P-Purchase A Common Stock 1,183 39.00 46.1K 27,995
2024-06-07 Wolf George J Jr Director P-Purchase A Common Stock 97 39.00 3.8K 26,812
2024-05-29 Gaare Gregory Officer 0 0.00 0
2024-03-01 Scott Norman Officer F-InKind D Common Stock 721 38.00 27.4K 13,205
2024-03-01 Rosenberg Nick Officer F-InKind D Common Stock 5,175 38.00 196.7K 32,693
2024-03-01 Lublin Scott Officer F-InKind D Common Stock 3,026 38.00 115.0K 58,082
2024-03-01 Erikson Frederik F Officer A-Award A Common Stock 1,835 0.00 1,835
2024-03-01 Dougherty Daniel F Officer F-InKind D Common Stock 231 38.00 8.8K 20,025
2024-03-01 DeFazio Mark R Director / Officer F-InKind D Common Stock 12,972 38.00 492.9K 216,194
2024-03-01 Capra Laura Officer F-InKind D Common Stock 2,168 38.00 82.4K 34,801
2024-03-01 Bonnar Gerald David Officer A-Award A Common Stock 5,768 0.00 11,391
2024-03-01 Berrios Dixiana M Officer F-InKind D Common Stock 1,452 38.00 55.2K 16,959
2024-02-29 Lublin Scott Officer A-Award A Common Stock 10,000 0.00 63,374
2024-02-29 DeFazio Mark R Director / Officer A-Award A Common Stock 20,800 0.00 221,987
2024-01-24 Wolf George J Jr Director A-Award A Common Stock 2,500 0.00 26,715
2024-01-24 Robinson Katrina Director A-Award A Common Stock 2,500 0.00 6,063
2024-01-24 Reinhardt William Director A-Award A Common Stock 2,500 0.00 18,780
2024-01-24 RAMIREZ MARIA F Director A-Award A Common Stock 2,500 0.00 29,557
2024-01-24 Pamula Chaya Director A-Award A Common Stock 2,500 0.00 6,063
2024-01-24 PATENT ROBERT C Director A-Award A Common Stock 2,500 0.00 79,133
2024-01-24 MITCHELL TERENCE J Director A-Award A Common Stock 2,500 0.00 15,526
2024-01-24 Gold David J Director A-Award A Common Stock 2,500 0.00 24,731
2024-01-24 GUTMAN HARVEY Director A-Award A Common Stock 2,500 0.00 17,643
2024-01-24 Fredston Dale C Director A-Award A Common Stock 2,500 0.00 16,168
2024-01-24 FABIANO ANTHONY J Director A-Award A Common Stock 2,500 0.00 10,033
2023-11-06 Dougherty Daniel F Officer D Common Stock 0 0.00 14,786
2023-10-31 Bonnar Gerald David Officer D Common Stock 0 0.00 5,623
2023-09-25 Erikson Frederik F Officer 0 0.00 0
2023-07-12 DeFazio Mark R Director / Officer M-Exempt A Common Stock 220,200 18.00 3.96M 349,732
2023-03-17 Sigrist Greg Officer P-Purchase A Common Stock 1,000 35.97 36.0K 13,842
2023-03-15 Guarino Michael A Officer I-Discretionary A Common Stock 100 36.48 3.6K 100
2023-03-15 Gold David J Director P-Purchase A Common Stock 500 38.00 19.0K 22,231
2023-03-14 Reinhardt William Director P-Purchase A Common Stock 1,488 33.64 50.1K 16,280
2023-03-14 PATENT ROBERT C Director P-Purchase A Common Stock 1,000 33.63 33.6K 69,004
2023-03-14 MITCHELL TERENCE J Director P-Purchase A Common Stock 919 32.50 29.9K 13,026
2023-03-14 FABIANO ANTHONY J Director P-Purchase A Common Stock 410 34.42 14.1K 7,533
2023-03-13 Wolf George J Jr Director P-Purchase A Common Stock 2,300 21.63 49.7K 24,215
2023-03-13 RAMIREZ MARIA F Director P-Purchase A Common Stock 1,000 21.22 21.2K 27,057
2023-03-13 GUTMAN HARVEY Director P-Purchase A Common Stock 1,000 22.24 22.2K 15,143
2023-03-13 Fredston Dale C Director P-Purchase A Common Stock 2,000 14.98 30.0K 13,668
2023-03-13 DeFazio Mark R Director / Officer P-Purchase A Common Stock 50 21.91 1.1K 14,410
2023-03-06 DeFazio Mark R Director / Officer J-Other D Stock Options 0 18.00 74,000
2023-03-01 Sigrist Greg Officer F-InKind A Common Stock 1,162 55.91 65.0K 12,842
2023-03-01 Scott Norman Officer F-InKind A Common Stock 48 55.91 2.7K 6,185
2023-03-01 Rosenberg Nick Officer F-InKind D Common Stock 3,095 55.91 173.0K 30,076
2023-03-01 Lublin Scott Officer F-InKind D Common Stock 1,521 55.91 85.0K 53,374
2023-03-01 Guarino Michael A Officer F-InKind D Common Stock 673 55.91 37.6K 17,049
2023-03-01 DeFazio Mark R Director / Officer A-Award A Common Stock 8,931 0.00 114,314
2023-03-01 Capra Laura Officer F-InKind D Common Stock 1,261 55.91 70.5K 28,477
2023-03-01 Berrios Dixiana M Officer F-InKind D Common Stock 923 55.91 51.6K 11,555
2023-02-28 Lublin Scott Officer A-Award A Common Stock 10,000 0.00 45,401
2023-02-28 DeFazio Mark R Director / Officer A-Award A Common Stock 19,200 0.00 105,383
2023-02-23 DeFazio Mark R Director / Officer F-InKind D Common Stock 4,952 56.00 277.3K 86,183
2023-01-27 Lublin Scott Officer S-Sale D Common Stock 958 59.52 57.0K 35,401
2023-01-26 Lublin Scott Officer S-Sale D Common Stock 2,000 58.01 116.0K 36,359
2023-01-24 Wolf George J Jr Director A-Award A Common Stock 2,500 0.00 21,915
2023-01-24 Robinson Katrina Director A-Award A Common Stock 2,500 0.00 3,563
2023-01-24 Reinhardt William Director A-Award A Common Stock 2,500 0.00 14,792
2023-01-24 RAMIREZ MARIA F Director A-Award A Common Stock 2,500 0.00 26,057
2023-01-24 Pamula Chaya Director A-Award A Common Stock 2,500 0.00 3,563
2023-01-24 PATENT ROBERT C Director A-Award A Common Stock 2,500 0.00 76,633
2023-01-24 MITCHELL TERENCE J Director A-Award A Common Stock 2,500 0.00 12,107
2023-01-24 Gold David J Director A-Award A Common Stock 2,500 0.00 21,731
2023-01-24 GUTMAN HARVEY Director A-Award A Common Stock 2,500 0.00 14,143
2023-01-24 Fredston Dale C Director A-Award A Common Stock 2,500 0.00 11,668
2023-01-24 FABIANO ANTHONY J Director A-Award A Common Stock 2,500 0.00 7,123
2022-12-22 DeFazio Mark R Officer M-Exempt A Common Stock 10,800 18.00 194.4K 91,135
2022-12-15 Rosenberg Nick Officer F-InKind D Common Stock 1,405 54.69 76.8K 25,850
2022-12-15 Lublin Scott Officer F-InKind D Common Stock 872 54.69 47.7K 38,359
2022-12-15 Guarino Michael A Officer F-InKind D Common Stock 157 54.69 8.6K 12,812
2022-12-15 DeFazio Mark R Officer F-InKind D Common Stock 1,653 54.69 90.4K 80,335
2022-12-15 Capra Laura Officer F-InKind D Common Stock 485 54.69 26.5K 23,114
2022-12-06 DeFazio Mark R Officer I-Discretionary A Common Stock 3,096 56.14 173.8K 3,096
2022-09-14 PATENT ROBERT C Director G-Gift A Common Stock 13,267 0.00 71,752
2022-05-16 FABIANO ANTHONY J Director P-Purchase A Common Stock 130 78.72 10.2K 4,623
2022-05-12 Wolf George J Jr Director P-Purchase A Common Stock 250 76.07 19.0K 19,415
2022-05-11 Rosenberg Nick Officer S-Sale D Common Stock 93 86.40 8.0K 27,776
2022-03-30 DeFazio Mark R Director / Officer S-Sale D Common Stock 48 106.06 5.1K 82,534
2022-03-29 DeFazio Mark R Director / Officer S-Sale D Common Stock 293 106.58 31.2K 89,951
2022-03-22 DeFazio Mark R Director / Officer S-Sale D Common Stock 100 106.41 10.6K 99,304
2022-03-21 DeFazio Mark R Officer S-Sale D Common Stock 100 106.00 10.6K 98,604
2022-03-10 Lublin Scott Officer S-Sale D Common Stock 1,045 98.98 103.4K 41,234
2022-03-01 Sigrist Greg Officer F-InKind D Common Stock 443 96.35 42.7K 7,726
2022-03-01 Rosenberg Nick Officer F-InKind D Common Stock 2,481 96.35 239.0K 28,255
2022-03-01 Lublin Scott Officer F-InKind D Common Stock 907 96.35 87.4K 42,279
2022-03-01 Guarino Michael A Officer F-InKind D Common Stock 585 96.35 56.4K 12,969
2022-03-01 DeFazio Mark R Officer F-InKind D Common Stock 2,851 96.35 274.7K 99,904
2022-03-01 Capra Laura Officer F-InKind D Common Stock 1,054 96.35 101.6K 23,599
2022-03-01 Berrios Dixiana M Officer F-InKind D Common Stock 412 96.35 39.7K 6,828
2022-02-28 Lublin Scott Officer A-Award A Common Stock 10,000 0.00 43,186
2022-02-28 DeFazio Mark R Director / Officer A-Award A Common Stock 20,000 0.00 102,755
2022-02-23 Sigrist Greg Officer A-Award A Common Stock 3,829 0.00 8,169
2022-02-23 Scott Norman Officer A-Award A Common Stock 491 0.00 491
2022-02-23 Rosenberg Nick Officer A-Award A Common Stock 4,306 0.00 30,736
2022-02-23 Lublin Scott Officer A-Award A Common Stock 4,179 0.00 33,186
2022-02-23 Guarino Michael A Officer A-Award A Common Stock 1,826 0.00 13,554
2022-02-23 DeFazio Mark R Director / Officer A-Award A Common Stock 9,835 0.00 77,838
2022-02-23 Capra Laura Officer A-Award A Common Stock 3,617 0.00 24,653
2022-02-23 Berrios Dixiana M Officer A-Award A Common Stock 3,077 0.00 7,240
2022-02-08 PATENT ROBERT C Director G-Gift D Common Stock 250 0.00 68,004
2022-01-25 Wolf George J Jr Director A-Award A Common Stock 1,000 0.00 19,165
2022-01-25 Robinson Katrina Director A-Award A Common Stock 1,063 0.00 1,063
2022-01-25 Reinhardt William Director A-Award A Common Stock 1,000 0.00 12,292

Executive team

Top executives
EBIT / Employee
348.8K
Shares Outstanding
10.46M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Mark R. DeFazio President and CEO 1.00M 2.55M 1.20M 34.7K 4.78M 53.29%
2 2025 Scott Lublin EVP and Chief Lending Officer 531.4K 1.38M 162.8K 19.3K 2.10M 65.97%
3 2025 Daniel Dougherty EVP and Chief Financial Officer 500.0K 356.2K 164.1K 18.3K 1.04M 34.30%
4 2025 Nick Rosenberg EVP and Head of Global Payments 450.9K 325.2K 126.8K 16.5K 919.4K 35.37%
5 2025 Laura Capra EVP and Head of Retail Banking 427.9K 317.0K 139.1K 18.1K 902.1K 35.14%
6 2024 Mark R. DeFazio President and CEO 1.00M 3.50M 1.10M 34.0K 5.63M 62.12%
7 2024 Scott Lublin EVP and Chief Lending Officer 511.0K 1.46M 127.7K 17.9K 2.12M 68.99%
8 2024 Laura Capra EVP and Head of Retail Banking 407.5K 349.3K 105.7K 17.7K 880.2K 39.68%
9 2024 Nick Rosenberg EVP and Head of Global Payments 433.6K 320.5K 108.4K 16.0K 878.5K 36.48%
10 2024 Daniel Dougherty EVP and Chief Financial Officer 400.0K 225.0K 118.8K 17.2K 761.0K 29.57%
11 2023 Mark R. DeFazio President and CEO 980.0K 1.50M 500.0K 26.5K 3.01M 49.89%
12 2023 Scott Lublin EVP and Chief Lending Officer 491.3K 531.5K 153.5K 11.5K 1.19M 44.74%
13 2023 Nick Rosenberg EVP and Head of Global Payments 416.9K 409.8K 106.8K 11.5K 945.0K 43.37%
14 2023 Laura Capra EVP and Head of Retail Banking 388.1K 370.8K 116.4K 11.5K 886.8K 41.82%
15 2023 Gregory Sigrist EVP and Chief Financial Officer 386.2K 351.5K 11.2K 748.9K 46.94%
16 2023 Daniel Dougherty EVP and Chief Financial Officer 400.0K 100.0K 75.0K 11.5K 586.5K 17.05%
17 2022 Mark R. DeFazio President and CEO 980.0K 3.11M 500.0K 25.7K 4.61M 67.35%
18 2022 Scott Lublin EVP and Chief Lending Officer 472.4K 424.9K 177.2K 10.7K 1.09M 39.15%
19 2022 Nick Rosenberg EVP and Head of Global Payments 404.8K 437.9K 136.6K 10.7K 989.9K 44.23%
20 2022 Gregory Sigrist EVP and Chief Financial Officer 374.9K 389.3K 117.2K 10.7K 892.1K 43.64%
21 2022 Laura Capra EVP and Head of Retail Banking 373.2K 367.8K 123.6K 10.7K 875.3K 42.02%
22 2022 Daniel Dougherty EVP and Chief Financial Officer 290.0K 100.0K 3.0K 393.0K 0.00%
23 2021 Mark R. DeFazio President and CEO 800.0K 2.99M 500.0K 85.3K 4.38M 68.35%
24 2021 Scott Lublin EVP and Chief Lending Officer 449.9K 2.20M 250.0K 9.5K 2.91M 75.65%
25 2021 Nick Rosenberg EVP and Head of Global Payments 389.2K 398.8K 146.0K 9.5K 943.5K 42.27%
26 2021 Laura Capra EVP and Head of Retail Banking 355.4K 360.5K 122.6K 9.5K 848.0K 42.51%
27 2021 Gregory Sigrist EVP and Chief Financial Officer 360.5K 220.5K 129.8K 9.5K 720.3K 30.61%
28 2020 Mark R. DeFazio President and CEO 700.0K 500.0K 750.0K 84.5K 2.03M 24.58%
29 2020 Scott Lublin EVP and Chief Lending Officer 432.6K 286.0K 297.4K 9.3K 1.03M 27.89%
30 2020 Laura Capra EVP and Head of Retail 338.5K 255.1K 220.2K 9.3K 823.0K 30.99%
31 2020 Laura Capra EVP and Head of Retail Banking 338.5K 209.0K 220.2K 9.3K 776.9K 26.90%
32 2020 Nick Rosenberg EVP and Head of Global Payments 374.2K 253.7K 133.0K 9.3K 770.2K 32.94%
33 2020 Gregory Sigrist EVP and Chief Financial Officer 350.0K 73.5K 1.9K 425.4K 0.00%
34 2019 Mark R. DeFazio President and CEO 700.0K 430.4K 500.0K 65.0K 1.70M 25.39%
35 2019 Nick Rosenberg EVP and Head of Global Payments 359.8K 193.0K 253.7K 9.2K 815.7K 23.66%
36 2019 Laura Capra EVP and Head of Retail 294.3K 144.9K 359.0K 10.0K 808.3K 17.92%
37 2019 Scott Lublin EVP and Chief Lending Officer 416.0K 253.7K 10.0K 679.6K 0.00%
38 2018 Mark R. DeFazio President and CEO 700.0K 2.73M 650.0K 24.5K 4.10M 66.51%
39 2018 Scott Lublin EVP and Chief Lending Officer 271.0K 1.40M 250.0K 4.0K 1.92M 72.67%
40 2018 Nick Rosenberg EVP and Head of Global Payments 346.0K 193.0K 8.4K 547.4K 0.00%
41 2017 Mark R. DeFazio President and CEO 700.0K 800.0K 150.0K 24.5K 1.67M 8.96%
42 2017 Mark R. DeFazio Director, President and Chief Executive Officer 700.0K 800.0K 58.6K 1.59M 0.00%
43 2017 Nick Rosenberg EVP and Head of Global Payments 278.1K 150.0K 63.0K 8.3K 499.4K 12.62%
44 2017 Nick Rosenberg Executive Vice President and Chief Technology Officer 278.1K 150.0K 42.8K 470.9K 0.00%
45 2017 Karen Rojeski Executive Vice President and Chief Credit Risk Officer 248.0K 166.1K 31.3K 445.5K 0.00%
46 2016 Mark R. DeFazio Director, President and Chief Executive Officer 700.0K 150.0K 150.0K 55.4K 1.06M 14.21%
47 2016 Karen Rojeski Executive Vice President and Chief Credit Risk Officer 238.5K 85.2K 85.2K 30.5K 439.3K 19.38%
48 2016 Nick Rosenberg Executive Vice President and Chief Technology Officer 264.9K 50.0K 63.0K 40.6K 418.5K 15.05%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-20 DEF 14A
2025-05-08 DEFA14A
2025-04-17 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-15 SC 13G/A
2026-05-13 SC 13G/A
2026-05-08 10-Q
2026-04-29 S-8
2026-04-29 8-K
2026-04-27 SC 13G/A
2026-04-21 8-K
2026-04-20 8-K
2026-03-30 4
2026-03-30 4

Executive team

NameTitleCompensationGender
Mark R. DeFazio Founder, President, CEO & Director 2M male
Scott Lublin Executive Vice President & Chief Lending Officer 713.4K male
Daniel F. Dougherty Executive Vice President & Chief Financial Officer 682.4K male
Nick R. Rosenberg Executive Vice President & Chief Business Development Officer 594.2K male
Laura Capra Executive Vice President & Head of Retail Banking 585.0K female
Gerald David Bonnar Senior Vice President, Controller, CAO & PAO
Norman Scott Senior Vice President & Chief Credit Officer male
Dixiana Berrios Executive Vice President & Chief Operating Officer female
Frederik F. Erikson Executive Vice President & General Counsel male
Gregory Gaare Senior Vice President & Chief Risk Officer male
ESG Rating
B
BANKS - REGIONAL
Rank: 324 out of 431
2026
E (Environmental)
63.4 / 64.3
Company / Sector avg.
S (Social)
43.0 / 76.5
Company / Sector avg.
G (Governance)
77.6 / 75.5
Company / Sector avg.
ESG Total
61.3 / 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)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits