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MetroCity Bankshares, Inc. (MCBS)

USD35.81 +0.44 (+1.23%)
US NASDAQ Financial Services Banks - Regional
Address 5114 Buford Highway 30340
Doraville, GA, US
CEO Nack Young Paek
IPO 2019-09-05
CIK 1747068 ISIN US59165J1051

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Description

MetroCity Bankshares, Inc. functions as the parent company for Metro City Bank, delivering a comprehensive suite of banking and financial solutions throughout the United States. Its services cater to a diverse client base, including individuals, small and medium-sized enterprises, larger businesses, and local government bodies. The bank facilitates a variety of deposit accounts, such as personal and business checking, savings, certificates of deposit, and money transfer capabilities. Furthermore, it extends credit through construction and development loans, commercial real estate financing, industrial and business loans, single-family home mortgages, Small Business Administration (SBA) loans, and other consumer credit products. Customers also benefit from modern conveniences like online banking, treasury management, wire transfers, automated clearing house (ACH) services, and broader cash management solutions. Founded in 2006 and headquartered in Doraville, Georgia, the company maintains a physical presence with 19 full-service branch locations spanning Alabama, Florida, Georgia, New York, New Jersey, Texas, and Virginia.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
First IC Corporation FIEB 2025-05-23 View
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
USD35.81 +0.44 (+1.23%)
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Volume Profile
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Liquidity & share structure
Average Volume
91.0K
Beta
0.72
Float Shares
22.17M
Free Float %
77.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.15% -0.18% +2.09% +16.23% +22.55% +23.06% +16.89% +94.52% +87.92% +444.33% +444.33%
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 (3 ratings, all time) Hold
Price Targets & DCF
Current price
35.81
DCF (Unlevered) 33.48 -6.5%
DCF (Levered) 51.89 +44.9%

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) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
0.48
Distress
Piotroski F-Score
5 / 9
Average
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    +1.1% Q1'26: +22.4% (vs Q1'25)
  • EPS growth
    +4.8% Q1'26: +22.2% (vs Q1'25)
  • FCF margin
    Q1'26: +49.3% (vs Q1'25)
  • EBIT margin
    Q1'26: +33.6% (vs Q1'25)
  • ROIC
    Q1'26: +11.9% (vs Q1'25)
  • Share dilution
    +1.7% Q1'26: +13.0% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 4.60× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.72) × ERP
WACC = 61% × Ke + 39% × Kd (16.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 33.48 Current price: 35.81
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 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
120.92M
est: 103.10M (+17.3%)
102.96M
est: 91.90M (+12.0%)
139.21M
est: 137.05M (+1.6%)
162.29M
est: 142.85M (+13.6%)
209.38M
est: 126.44M (+65.6%)
234.43M
est: 141.40M (+65.8%)
237.03M
est: 157.10M (+50.9%)
209.50M
209.50M – 209.50M
+33.4% YoY
215.00M
215.00M – 215.00M
+2.6% YoY
EBITDA
63.59M
est: 50.38M (+26.2%)
51.69M
est: 57.46M (-10.0%)
85.43M
est: 81.60M (+4.7%)
95.09M
est: 104.68M (-9.2%)
74.66M
est: 59.00M (+26.5%)
90.27M
est: 65.99M (+36.8%)
92.93M
est: 73.31M (+26.8%)
97.77M
97.77M – 97.77M
+33.4% YoY
100.33M
100.33M – 100.33M
+2.6% YoY
EBIT
60.87M
est: 48.36M (+25.9%)
48.76M
est: 43.11M (+13.1%)
82.62M
est: 80.12M (+3.1%)
91.22M
est: 88.13M (+3.5%)
71.97M
est: 57.25M (+25.7%)
87.31M
est: 64.02M (+36.4%)
92.93M
est: 71.13M (+30.7%)
94.85M
94.85M – 94.85M
+33.4% YoY
97.34M
97.34M – 97.34M
+2.6% YoY
Net Income
44.72M
est: 47.16M (-5.2%)
36.39M
est: 32.99M (+10.3%)
61.70M
est: 56.37M (+9.5%)
62.60M
est: 71.20M (-12.1%)
51.61M
est: 56.00M (-7.8%)
64.50M
est: 65.27M (-1.2%)
68.71M
est: 71.00M (-3.2%)
85.30M
85.30M – 85.30M
+20.1% YoY
85.82M
85.82M – 85.82M
+0.6% YoY
SGA
28.09M
est: 20.64M (+36.1%)
26.79M
est: 26.54M (+0.9%)
32.06M
est: 28.89M (+11.0%)
32.90M
est: 24.76M (+32.9%)
32.12M
est: 23.26M (+38.1%)
36.20M
est: 26.02M (+39.1%)
42.46M
est: 28.91M (+46.9%)
38.55M
38.55M – 38.55M
+33.4% YoY
39.56M
39.56M – 39.56M
+2.6% YoY
EPS
1.82
est: 1.84 (-1.3%)
1.42
est: 1.35 (+4.9%)
2.41
est: 2.33 (+3.4%)
2.58
est: 2.66 (-3.0%)
2.05
est: 2.15 (-4.8%)
2.55
est: 2.51 (+1.6%)
2.67
est: 2.73 (-2.2%)
3.28
3.28 – 3.28
+20.1% YoY
3.30
3.30 – 3.30
+0.6% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 4/5 4/5 4/5 2/5 2/5 2/5
2026-05-27 B+ 3/5 4/5 4/5 4/5 2/5 2/5 2/5
2026-05-26 B+ 3/5 4/5 4/5 4/5 2/5 2/5 2/5
2026-05-22 B+ 3/5 4/5 4/5 4/5 2/5 2/5 2/5
2026-05-21 B+ 3/5 4/5 4/5 4/5 2/5 2/5 2/5
2026-05-20 B+ 3/5 4/5 4/5 4/5 2/5 2/5 2/5
2026-05-19 B+ 3/5 4/5 4/5 4/5 2/5 2/5 2/5
2026-05-18 B+ 3/5 4/5 4/5 4/5 2/5 2/5 2/5
2026-05-15 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-14 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-13 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-12 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-11 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-08 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-07 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-06 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-05 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-04 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-01 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-30 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-29 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-28 A 4/5 4/5 2/5 5/5 3/5 3/5 5/5
2026-04-27 A 4/5 4/5 2/5 5/5 3/5 3/5 5/5
2026-04-24 B+ 3/5 4/5 2/5 5/5 1/5 3/5 4/5
2026-04-23 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-22 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-21 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-20 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-17 A- 4/5 5/5 4/5 5/5 1/5 3/5 3/5
2026-04-16 A- 4/5 5/5 4/5 5/5 1/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
68.36M
OE per share TTM
2.49
Owner's Yield
7.32%
Maintenance CapEx ratio
9.36%
Maint CapEx / Avg PPE
16.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
110
Total invested
199.61M
Insider transactions (90d)
0
Beneficial owners (>5%)
1
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 1.36M 5.40% 1.33M 1.36M HC Delaware 2024-02-02

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
110
+11 vs prev Q
New positions
21
Closed positions
10
Increased
65
Reduced
26
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 1.41M +11.5K (+0.8%) 37.53M -1.3M (-3.4%) 5.28% -0.183 pp 0.00% +0.000 pp USD30.65 -13.4% 6 qtrs
2 VANGUARD GROUP INC 1.09M +29.6K (+2.8%) 28.82M -429.4K (-1.5%) 4.05% -0.060 pp 0.00% +0.000 pp USD17.52 +51.5% 25 qtrs
3 AMERICAN CENTURY COMPANIES INC 543.6K +52.3K (+10.7%) 14.43M +824.1K (+6.1%) 2.09% +0.179 pp 0.01% +0.000 pp USD26.87 -1.2% 15 qtrs
4 DIMENSIONAL FUND ADVISORS LP 477.1K +16.4K (+3.6%) 12.66M -94.8K (-0.7%) 1.83% +0.042 pp 0.00% 0.000 pp USD22.91 +15.8% 19 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 448.8K +216.0 (+0.0%) 11.91M -510.3K (-4.1%) 1.67% -0.071 pp 0.00% 0.000 pp USD18.90 +40.4% 25 qtrs
6 STATE STREET CORP 445.3K +5.5K (+1.3%) 11.82M -358.6K (-2.9%) 1.66% -0.050 pp 0.00% +0.000 pp USD18.76 +41.5% 25 qtrs
7 MANUFACTURERS LIFE INSURANCE COMPANY, THE 207.8K -2.0K (-1.0%) 5.52M -294.3K (-5.1%) 0.80% -0.017 pp 0.00% 0.000 pp USD17.59 +50.9% 25 qtrs
8 NORTHERN TRUST CORP 184.8K -16.4K (-8.1%) 4.90M -665.3K (-11.9%) 0.71% -0.072 pp 0.00% 0.000 pp USD20.12 +31.9% 25 qtrs
9 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 153.1K -4.8K (-3.0%) 4.06M -309.4K (-7.1%) 0.57% -0.043 pp 0.00% 0.000 pp USD17.56 +51.1% 25 qtrs
10 BANK OF NEW YORK MELLON CORP 119.5K +16.5K (+16.1%) 3.17M +320.7K (+11.3%) 0.45% +0.045 pp 0.00% +0.000 pp USD18.94 +40.1% 25 qtrs
11 HOLDCO ASSET MANAGEMENT, LP 100.7K +100.7K (+100.0%) 2.67M +2.7M (+100.0%) 0.38% +0.376 pp 0.20% +0.201 pp USD26.54 +0.0% 1 qtrs NEW
12 MORGAN STANLEY 99.9K +26.5K (+36.1%) 2.65M +618.6K (+30.4%) 0.37% +0.087 pp 0.00% +0.000 pp USD23.99 +10.6% 25 qtrs
13 DE LISLE PARTNERS LLP 83.9K +— (+0.0%) 2.22M -104.9K (-4.5%) 0.31% -0.014 pp 0.29% 0.000 pp USD24.17 +9.8% 8 qtrs
14 GOLDMAN SACHS GROUP INC 68.0K +37.4K (+122.0%) 1.80M +956.6K (+112.8%) 0.25% +0.135 pp 0.00% +0.000 pp USD26.50 +0.2% 19 qtrs
15 CAPE INVESTMENT ADVISORY, INC. 59.5K +59.5K (+100.0%) 1.58M +1.6M (+100.0%) 0.22% +0.222 pp 0.49% +0.486 pp USD26.54 +0.0% 12 qtrs
16 NUVEEN, LLC 58.3K +— (+0.0%) 1.55M -67.1K (-4.2%) 0.22% -0.009 pp 0.00% +0.000 pp USD27.57 -3.7% 4 qtrs
17 ADVISOR GROUP HOLDINGS, INC. 58.2K -411.0 (-0.7%) 1.54M -97.6K (-5.9%) 0.22% -0.011 pp 0.00% +0.000 pp USD27.51 -3.5% 17 qtrs
18 LOS ANGELES CAPITAL MANAGEMENT LLC 47.6K -10.6K (-18.2%) 1.22M -395.2K (-24.5%) 0.18% -0.049 pp 0.00% -0.001 pp USD27.83 -4.6% 17 qtrs
19 SWISS NATIONAL BANK 40.3K +900.0 (+2.3%) 1.07M -21.4K (-2.0%) 0.15% -0.003 pp 0.00% +0.000 pp USD22.12 +20.0% 13 qtrs
20 BANK OF AMERICA CORP /DE/ 40.0K +30.4K (+317.7%) 1.06M +795.7K (+300.3%) 0.15% +0.112 pp 0.00% +0.000 pp USD26.37 +0.6% 25 qtrs
21 BARCLAYS PLC 38.7K +10.4K (+36.6%) 1.03M +159.6K (+18.4%) 0.14% +0.034 pp 0.00% +0.000 pp USD28.39 -6.5% 25 qtrs
22 CREATIVE PLANNING 34.4K -7.2K (-17.4%) 912.6K -239.8K (-20.8%) 0.13% -0.030 pp 0.00% 0.000 pp USD28.30 -6.2% 6 qtrs
23 ALLIANCEBERNSTEIN L.P. 26.3K +— (+0.0%) 698.3K -30.3K (-4.2%) 0.10% -0.004 pp 0.00% +0.000 pp USD24.64 +7.7% 11 qtrs
24 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 26.2K +503.0 (+2.0%) 695.4K -16.2K (-2.3%) 0.10% -0.002 pp 0.00% 0.000 pp USD30.54 -13.1% 5 qtrs
25 SHERRILL & HUTCHINS FINANCIAL ADVISORY, INC 26.0K +— (+0.0%) 691.3K -30.0K (-4.2%) 0.10% -0.004 pp 0.49% -0.032 pp USD24.02 +10.5% 9 qtrs
26 CITADEL ADVISORS LLC 25.9K +25.9K (+100.0%) 688.0K +688.0K (+100.0%) 0.10% +0.097 pp 0.00% +0.000 pp USD26.54 +0.0% 1 qtrs NEW
27 UBS ASSET MANAGEMENT AMERICAS INC 25.4K +178.0 (+0.7%) 672.8K -24.2K (-3.5%) 0.09% -0.003 pp 0.00% +0.000 pp USD26.18 +1.4% 13 qtrs
28 RHUMBLINE ADVISERS 25.1K -4.3K (-14.5%) 665.2K -146.8K (-18.1%) 0.09% -0.021 pp 0.00% 0.000 pp USD19.15 +38.6% 25 qtrs
29 CAHABA WEALTH MANAGEMENT, INC. 25.0K -5.0K (-16.7%) 663.5K -167.2K (-20.1%) 0.09% -0.024 pp 0.05% -0.014 pp USD23.96 +10.8% 8 qtrs
30 INVESCO LTD. 23.2K -1.7K (-7.0%) 615.3K -74.8K (-10.8%) 0.09% -0.011 pp 0.00% +0.000 pp USD23.99 +10.6% 16 qtrs
31 WELLS FARGO & COMPANY/MN 21.6K +8.4K (+63.5%) 573.8K +207.8K (+56.8%) 0.08% +0.029 pp 0.00% +0.000 pp USD27.14 -2.2% 25 qtrs
32 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 21.4K -133.0 (-0.6%) 568.9K -28.3K (-4.7%) 0.08% -0.002 pp 0.00% +0.000 pp USD21.59 +22.9% 25 qtrs
33 LEGAL & GENERAL GROUP PLC 21.2K +2.3K (+11.9%) 561.8K +38.1K (+7.3%) 0.08% +0.005 pp 0.00% +0.000 pp USD25.12 +5.7% 25 qtrs
34 EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT 20.4K -36.2K (-63.9%) 541.8K -1.0M (-65.4%) 0.08% -0.144 pp 0.01% -0.022 pp USD26.52 +0.1% 15 qtrs
35 JANE STREET GROUP, LLC 19.5K -3.6K (-15.4%) 518.8K -121.1K (-18.9%) 0.07% -0.017 pp 0.00% +0.000 pp USD27.60 -3.8% 9 qtrs
36 QUBE RESEARCH & TECHNOLOGIES LTD 18.7K -223.0 (-1.2%) 497.4K -27.7K (-5.3%) 0.07% -0.002 pp 0.00% +0.000 pp USD27.70 -4.2% 4 qtrs
37 MILLENNIUM MANAGEMENT LLC 18.3K +80.0 (+0.4%) 486.2K -18.9K (-3.7%) 0.07% -0.003 pp 0.00% +0.000 pp USD29.76 -10.8% 6 qtrs
38 DEUTSCHE BANK AG\ 17.9K +9.6K (+114.4%) 475.1K +243.9K (+105.5%) 0.07% +0.036 pp 0.00% +0.000 pp USD24.50 +8.3% 25 qtrs
39 JPMORGAN CHASE & CO 15.4K -12.2K (-44.2%) 408.7K -356.1K (-46.6%) 0.06% -0.048 pp 0.00% +0.000 pp USD28.58 -7.1% 25 qtrs
40 MARINER, LLC 14.8K +1.5K (+11.4%) 391.6K +24.9K (+6.8%) 0.06% +0.004 pp 0.00% +0.000 pp USD22.28 +19.1% 10 qtrs
41 QUANTINNO CAPITAL MANAGEMENT LP 12.8K -3.2K (-19.9%) 339.8K -103.1K (-23.3%) 0.05% -0.013 pp 0.00% -0.001 pp USD27.69 -4.2% 2 qtrs
42 TEACHER RETIREMENT SYSTEM OF TEXAS 12.7K -2.2K (-14.5%) 337.7K -74.5K (-18.1%) 0.05% -0.011 pp 0.00% -0.001 pp USD30.79 -13.8% 6 qtrs
43 PRICE T ROWE ASSOCIATES INC /MD/ 11.6K +1.4K (+13.4%) 309.0K +24.0K (+8.4%) 0.04% +0.004 pp 0.00% +0.000 pp USD30.22 -12.2% 5 qtrs
44 METLIFE INVESTMENT MANAGEMENT, LLC 11.4K +— (+0.0%) 303.2K -13.1K (-4.2%) 0.04% -0.001 pp 0.00% 0.000 pp USD21.81 +21.7% 19 qtrs
45 FIRST TRUST ADVISORS LP 10.0K -4.0K (-28.7%) 266.1K -123.1K (-31.6%) 0.04% -0.016 pp 0.00% 0.000 pp USD31.71 -16.3% 5 qtrs
46 TWO SIGMA ADVISERS, LP 10.0K -4.9K (-32.9%) 265.4K -147.2K (-35.7%) 0.04% -0.021 pp 0.00% 0.000 pp USD21.26 +24.8% 20 qtrs
47 AQR CAPITAL MANAGEMENT LLC 9.7K -4.6K (-32.0%) 258.3K -138.0K (-34.8%) 0.04% -0.018 pp 0.00% 0.000 pp USD28.20 -5.9% 3 qtrs
48 BRIDGEWAY CAPITAL MANAGEMENT, LLC 9.3K +— (+0.0%) 246.6K -10.7K (-4.2%) 0.03% -0.002 pp 0.01% 0.000 pp USD17.52 +51.5% 21 qtrs
49 TWO SIGMA INVESTMENTS, LP 9.2K -8.4K (-47.8%) 244.3K -244.3K (-50.0%) 0.03% -0.034 pp 0.00% 0.000 pp USD29.10 -8.8% 6 qtrs
50 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 9.0K -48.0 (-0.5%) 240.1K -11.7K (-4.7%) 0.03% -0.001 pp 0.00% +0.000 pp USD26.23 +1.2% 7 qtrs
51 TCW GROUP INC 7.9K +7.9K (+100.0%) 210.4K +210.4K (+100.0%) 0.03% +0.030 pp 0.00% +0.002 pp USD26.54 +0.0% 1 qtrs NEW
52 INTECH INVESTMENT MANAGEMENT LLC 7.6K -838.0 (-10.0%) 200.7K -31.9K (-13.7%) 0.03% -0.005 pp 0.00% 0.000 pp USD30.31 -12.4% 5 qtrs
53 UBS GROUP AG 6.7K -6.8K (-50.5%) 177.0K -196.4K (-52.6%) 0.02% -0.028 pp 0.00% +0.000 pp USD25.88 +2.6% 13 qtrs
54 GREAT WEST LIFE ASSURANCE CO /CAN/ 6.5K +5.7K (+716.2%) 171.0K +149.0K (+677.3%) 0.02% +0.022 pp 0.00% +0.000 pp USD25.94 +2.3% 13 qtrs
55 NEW YORK STATE COMMON RETIREMENT FUND 6.0K +— (+0.0%) 158.0K -6.8K (-4.2%) 0.02% -0.001 pp 0.00% +0.000 pp USD17.55 +51.2% 25 qtrs
56 SG AMERICAS SECURITIES, LLC 5.4K +721.0 (+15.3%) 144.0K +14.0K (+10.8%) 0.02% +0.002 pp 0.00% 0.000 pp USD27.54 -3.6% 18 qtrs
57 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 5.4K +— (+0.0%) 143.7K -6.2K (-4.2%) 0.02% -0.001 pp 0.00% +0.000 pp USD31.04 -14.5% 5 qtrs
58 KLP KAPITALFORVALTNING AS 5.0K +— (+0.0%) 132.7K -5.8K (-4.2%) 0.02% -0.001 pp 0.00% +0.000 pp USD30.33 -12.5% 5 qtrs
59 BNP PARIBAS ARBITRAGE, SNC 4.4K -1.1K (-20.5%) 115.9K -36.1K (-23.8%) 0.02% -0.005 pp 0.00% +0.000 pp USD29.73 -10.7% 5 qtrs
60 3.7K +3.7K (+100.0%) 98.8K +98.8K (+100.0%) 0.01% +0.014 pp 0.00% +0.000 pp USD26.54 +0.0% 1 qtrs NEW
61 CITIGROUP INC 2.7K -521.0 (-16.4%) 70.5K -17.5K (-19.9%) 0.01% -0.003 pp 0.00% +0.000 pp USD28.65 -7.4% 25 qtrs
62 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 2.3K +— (+0.0%) 60.0K -2.6K (-4.2%) 0.01% 0.000 pp 0.00% +0.000 pp USD17.09 +55.3% 12 qtrs
63 STATE OF ALASKA, DEPARTMENT OF REVENUE 1.8K +798.0 (+77.9%) 48.0K +20.0K (+71.4%) 0.01% +0.003 pp 0.00% +0.000 pp USD27.19 -2.4% 2 qtrs
64 AMERITAS INVESTMENT PARTNERS, INC. 1.8K +— (+0.0%) 47.8K -2.1K (-4.2%) 0.01% 0.000 pp 0.00% 0.000 pp USD18.04 +47.1% 25 qtrs
65 RUSSELL INVESTMENTS GROUP, LTD. 1.6K +7.0 (+0.4%) 43.2K -1.7K (-3.7%) 0.01% +0.000 pp 0.00% +0.000 pp USD27.68 -4.1% 4 qtrs
66 CWM, LLC 1.4K +473.0 (+49.5%) 38.0K +12.0K (+46.2%) 0.01% +0.002 pp 0.00% +0.000 pp USD27.89 -4.8% 9 qtrs
67 FMR LLC 690.00 -21.0 (-3.0%) 18.3K -1.4K (-7.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD21.59 +22.9% 16 qtrs
68 ROYAL BANK OF CANADA 610.00 -641.0 (-51.2%) 17.0K -18.0K (-51.4%) 0.00% -0.003 pp 0.00% +0.000 pp USD28.07 -5.5% 21 qtrs
69 AMALGAMATED BANK 615.00 -39.0 (-6.0%) 16.0K -2.0K (-11.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD22.75 +16.7% 16 qtrs
70 STERLING CAPITAL MANAGEMENT LLC 528.00 -41.0 (-7.2%) 14.0K -1.7K (-11.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD29.42 -9.8% 6 qtrs
71 TOWER RESEARCH CAPITAL LLC (TRC) 483.00 -81.0 (-14.4%) 12.8K -2.8K (-17.9%) 0.00% 0.000 pp 0.00% 0.000 pp USD27.86 -4.7% 23 qtrs
72 US BANCORP \DE\ 179.00 +179.0 (+100.0%) 4.8K +4.8K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD26.54 +0.0% 1 qtrs NEW
73 OPTIVER HOLDING B.V. 176.00 +— (+0.0%) 4.7K -202.0 (-4.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD27.69 -4.2% 2 qtrs
74 SIGNATUREFD, LLC 162.00 -8.0 (-4.7%) 4.3K -408.0 (-8.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD27.96 -5.1% 5 qtrs
75 HARBOR CAPITAL ADVISORS, INC. 166.00 -3.0 (-1.8%) 4.0K -1.0K (-20.0%) 0.00% +0.000 pp 0.00% 0.000 pp USD30.67 -13.5% 6 qtrs
76 COMERICA BANK 142.00 +— (+0.0%) 3.8K -163.0 (-4.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD19.68 +34.9% 10 qtrs
77 GAMMA INVESTING LLC 138.00 -119.0 (-46.3%) 3.7K -3.5K (-48.5%) 0.00% -0.001 pp 0.00% 0.000 pp USD28.27 -6.1% 9 qtrs
78 HARBOUR INVESTMENTS, INC. 120.00 +120.0 (+100.0%) 3.2K +3.2K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.53 +0.0% 1 qtrs NEW
79 EVERSOURCE WEALTH ADVISORS, LLC 92.00 -132.0 (-58.9%) 2.4K -3.8K (-60.6%) 0.00% -0.001 pp 0.00% 0.000 pp USD28.55 -7.0% 7 qtrs
80 LARSON FINANCIAL GROUP LLC 89.00 +89.0 (+100.0%) 2.4K +2.4K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.54 +0.0% 1 qtrs NEW
81 SRS CAPITAL ADVISORS, INC. 59.00 -95.0 (-61.7%) 1.6K -2.7K (-63.3%) 0.00% 0.000 pp 0.00% +0.000 pp USD27.68 -4.1% 7 qtrs
82 BARE FINANCIAL SERVICES, INC 41.00 +19.0 (+86.4%) 1.1K +479.0 (+78.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD27.61 -3.9% 3 qtrs
83 PNC FINANCIAL SERVICES GROUP, INC. 41.00 +6.0 (+17.1%) 1.1K +119.0 (+12.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD24.51 +8.3% 10 qtrs
84 COVESTOR LTD 30.00 -8.0 (-21.1%) 1.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.00 -5.2% 4 qtrs
85 IFP ADVISORS, INC 37.00 -8.0 (-17.8%) 982.00 -264.0 (-21.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.43 -6.6% 5 qtrs
86 ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 36.00 +36.0 (+100.0%) 955.00 +955.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.53 +0.0% 1 qtrs NEW
87 MASSMUTUAL TRUST CO FSB/ADV 36.00 +— (+0.0%) 955.00 -42.0 (-4.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD29.47 -9.9% 8 qtrs
88 PARALLEL ADVISORS, LLC 35.00 +27.0 (+337.5%) 929.00 +707.0 (+318.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.97 -1.6% 6 qtrs
89 NISA INVESTMENT ADVISORS, LLC 27.00 +9.0 (+50.0%) 717.00 +219.0 (+44.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD24.56 +8.1% 11 qtrs
90 TRUST CO 23.00 +23.0 (+100.0%) 610.00 +610.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.52 +0.1% 1 qtrs NEW
91 PARKSIDE FINANCIAL BANK & TRUST 20.00 +— (+0.0%) 531.00 -23.0 (-4.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.55 -7.0% 3 qtrs
92 ALLWORTH FINANCIAL LP 15.00 +13.0 (+650.0%) 399.00 +343.0 (+612.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.80 -1.0% 6 qtrs
93 ROTHSCHILD INVESTMENT LLC 15.00 +5.0 (+50.0%) 398.00 +121.0 (+43.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD30.07 -11.7% 5 qtrs
94 FARTHER FINANCE ADVISORS, LLC 12.00 +12.0 (+100.0%) 318.00 +318.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.50 +0.2% 1 qtrs NEW
95 SMARTLEAF ASSET MANAGEMENT LLC 8.00 +— (+0.0%) 213.00 -11.0 (-4.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD27.63 -3.9% 6 qtrs
96 MAI CAPITAL MANAGEMENT 7.00 +7.0 (+100.0%) 186.00 +186.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.43 +0.4% 1 qtrs NEW
97 TRUE WEALTH DESIGN, LLC 3.00 -2.0 (-40.0%) 80.00 -59.0 (-42.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD27.33 -2.9% 4 qtrs
98 SIMPLEX TRADING, LLC -43.0 (-100.0%) -1.0K (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 3 qtrs SOLD
99 BREAKWATER INVESTMENT MANAGEMENT -17.0 (-100.0%) -471.0 (-100.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 77 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust NASDAQ ABA Community Bank Index Fund QABA 0.41% 373.2K 0.63%
2 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.34% 854.4K 0.12%
3 iShares Micro-Cap ETF IWC 0.19% 2.82M 0.60%
4 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.12% 13.7K 0.29%
5 Avantis U.S. Small Cap Value ETF AVUV 0.07% 21.84M 0.25%
6 Avantis Global Small Cap Value UCITS ETF AVGS.L 0.07% 745.5K 0.39%
7 WisdomTree U.S. SmallCap Fund EES 0.06% 406.1K 0.38%
8 WisdomTree U.S. SmallCap Dividend Fund DES 0.06% 1.21M 0.38%
9 Avantis U.S. Small Cap Equity ETF AVSC 0.05% 1.50M 0.25%
10 WisdomTree US Equity Income UCITS ETF DHSD.L 0.05% 75.1K 0.29%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
13
Sells
0
Shares acquired
105.5K
Shares disposed
Cash buys
Cash sales
Net activity
+105,541
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
2025-06-18 Shim David S. Director Common Stock 0 0.00 105,847 D
2025-06-02 Tan Farid Director / Officer A-Award A Common Stock 35,616 27.94 995.1K 974,126 D
2025-06-02 Stewart Lucas Officer A-Award A Common Stock 859 27.94 24.0K 2,989 D
2025-06-02 Rhee Frank S. Director A-Award A Common Stock 859 27.94 24.0K 18,998 D
2025-06-02 Patel Ajit A. Director A-Award A Common Stock 859 27.94 24.0K 646,598 D
2025-06-02 Paek John Director A-Award A Common Stock 286 27.94 8.0K 35,086 D
2025-06-02 PAEK NACK Y Director / Officer A-Award A Common Stock 35,616 27.94 995.1K 1,345,438 D
2025-06-02 Mohdnor Abdul Officer A-Award A Common Stock 716 27.94 20.0K 5,563 D
2025-06-02 Lu Feiying Director A-Award A Common Stock 859 27.94 24.0K 168,998 D
2025-06-02 Leung Don Director A-Award A Common Stock 859 27.94 24.0K 816,595 D
2025-06-02 Lai Francis Director A-Award A Common Stock 859 27.94 24.0K 54,998 D
2025-06-02 Kim Howard Hwasaeng Director / Officer A-Award A Common Stock 26,435 27.94 738.6K 647,301 D
2025-06-02 Hungeling William J. Director A-Award A Common Stock 859 27.94 24.0K 157,428 D
2025-06-02 Glover Frank Director A-Award A Common Stock 859 27.94 24.0K 3,090 D
2025-01-01 Mohdnor Abdul Officer Common Stock 0 0.00 4,847 D
2024-12-09 Tan Farid Director / Officer M-Exempt D Stock Option (Right to Buy) 23,622 12.70 300.0K 56,378 D
2024-12-09 PAEK NACK Y Director / Officer M-Exempt D Stock Option (Right to Buy) 23,622 12.70 300.0K 56,378 D
2024-12-09 Kim Howard Hwasaeng Director / Officer M-Exempt D Stock Option (Right to Buy) 23,622 12.70 300.0K 56,378 D
2024-11-25 Tan Farid Director / Officer S-Sale D Common Stock 5,983 35.64 213.2K 914,888 D
2024-11-13 Tan Farid Director / Officer S-Sale D Common Stock 749 35.56 26.6K 920,871 D
2024-11-13 Shim Sam Sang-Koo Director G-Gift D Common Stock 2,000 0.00 528,961 D
2024-11-12 Tan Farid Director / Officer S-Sale D Common Stock 400 35.50 14.2K 921,620 D
2024-11-11 Tan Farid Director / Officer S-Sale D Common Stock 1,868 35.55 66.4K 922,020 D
2024-11-11 Shim Sam Sang-Koo Director G-Gift D Common Stock 2,000 0.00 530,961 D
2024-11-08 Shim Sam Sang-Koo Director G-Gift D Common Stock 3,000 0.00 532,961 D
2024-11-07 Shim Sam Sang-Koo Director G-Gift D Common Stock 2,000 0.00 535,961 D
2024-11-07 Patel Ajit A. Director S-Sale D Common Stock 5,000 33.10 165.5K 0 I
2024-11-06 Tan Farid Director / Officer S-Sale D Common Stock 10,000 33.33 333.3K 934,888 D
2024-09-18 Paek John Director Common Stock 0 0.00 200,000 I
2024-08-22 Shim Sam Sang-Koo Director S-Sale D Common Stock 46,200 27.90 1.29M 537,961
2024-08-20 Shim Sam Sang-Koo Director S-Sale D Common Stock 10,110 28.00 283.1K 584,161
2024-08-19 Shim Sam Sang-Koo Director S-Sale D Common Stock 27,132 28.00 759.7K 594,271
2024-08-01 Shim Sam Sang-Koo Director S-Sale D Common Stock 7,630 30.17 230.2K 0
2024-07-30 Tan Farid Director / Officer S-Sale D Common Stock 9,001 32.00 288.0K 944,888
2024-07-29 Tan Farid Director / Officer S-Sale D Common Stock 502 32.00 16.1K 953,889
2024-07-29 Leung Don Director S-Sale D Common Stock 1,256 31.47 39.5K 815,736
2024-07-26 Tan Farid Director / Officer S-Sale D Common Stock 497 32.00 15.9K 954,391
2024-07-26 Leung Don Director S-Sale D Common Stock 11,193 31.11 348.2K 816,992
2024-07-25 PAEK NACK Y Director / Officer S-Sale D Common Stock 31,713 30.88 979.3K 1,286,200
2024-07-25 Leung Don Director S-Sale D Common Stock 9,554 31.07 296.8K 828,185
2024-07-24 PAEK NACK Y Director / Officer S-Sale D Common Stock 18,287 30.71 561.6K 1,317,913
2024-07-24 Leung Don Director S-Sale D Common Stock 10,511 31.13 327.2K 837,739
2024-07-23 Leung Don Director S-Sale D Common Stock 66,203 31.11 2.06M 848,250
2024-07-22 Leung Don Director S-Sale D Common Stock 17,014 31.02 527.8K 914,453
2024-07-17 Leung Don Director S-Sale D Common Stock 68,321 28.59 1.95M 931,467
2024-07-16 Leung Don Director S-Sale D Common Stock 55,413 28.56 1.58M 999,788
2024-07-15 Leung Don Director S-Sale D Common Stock 26,205 28.50 746.8K 1,055,201
2024-07-12 Leung Don Director S-Sale D Common Stock 61 28.50 1.7K 1,081,406
2024-06-05 Shim Sam Sang-Koo Director P-Purchase A Common Stock 1,420 24.00 34.1K 625,016
2024-06-03 Tan Farid Director / Officer A-Award A Common Stock 34,215 24.65 843.4K 954,888
2024-06-03 Stewart Lucas Officer A-Award A Common Stock 913 24.65 22.5K 2,130
2024-06-03 Shim Sam Sang-Koo Director A-Award A Common Stock 892 24.65 22.0K 622,681
2024-06-03 Rhee Frank S. Director A-Award A Common Stock 892 24.65 22.0K 18,139
2024-06-03 Patel Ajit A. Director A-Award A Common Stock 892 24.65 22.0K 645,739
2024-06-03 PAEK NACK Y Director / Officer A-Award A Common Stock 34,215 24.65 843.4K 1,336,200
2024-06-03 Lu Feiying Director A-Award A Common Stock 892 24.65 22.0K 168,139
2024-06-03 Leung Don Director A-Award A Common Stock 892 24.65 22.0K 1,081,467
2024-06-03 Lai Francis Director A-Award A Common Stock 892 24.65 22.0K 54,139
2024-06-03 Kim Howard Hwasaeng Director / Officer A-Award A Common Stock 25,754 24.65 634.8K 597,244
2024-06-03 Hungeling William J. Director A-Award A Common Stock 892 24.65 22.0K 156,569
2024-06-03 Glover Frank Director A-Award A Common Stock 892 24.65 22.0K 2,231
2024-04-29 Shim Sam Sang-Koo Director P-Purchase A Common Stock 1,900 23.90 45.4K 7,089
2024-04-26 Shim Sam Sang-Koo Director P-Purchase A Common Stock 695 23.85 16.6K 619,897
2023-11-14 PAEK NACK Y Director / Officer S-Sale D Common Stock 26,800 20.79 557.3K 1,301,985
2023-11-13 PAEK NACK Y Director / Officer S-Sale D Common Stock 2,763 20.11 55.6K 1,328,785
2023-11-10 PAEK NACK Y Director / Officer S-Sale D Common Stock 5,393 20.22 109.1K 1,331,548
2023-11-09 PAEK NACK Y Director / Officer S-Sale D Common Stock 1,184 20.21 23.9K 1,336,941
2023-11-08 PAEK NACK Y Director / Officer S-Sale D Common Stock 13,860 20.33 281.7K 1,338,125
2023-06-01 Tan Farid Director / Officer A-Award A Common Stock 62,572 16.43 1.03M 920,673
2023-06-01 Stewart Lucas Officer A-Award A Common Stock 1,217 16.43 20.0K 1,217
2023-06-01 Shim Sam Sang-Koo Director A-Award A Common Stock 1,339 16.43 22.0K 611,445
2023-06-01 Rhee Frank S. Director A-Award A Common Stock 1,339 16.43 22.0K 17,247
2023-06-01 Patel Ajit A. Director A-Award A Common Stock 1,339 16.43 22.0K 644,847
2023-06-01 Park Young K. Director A-Award A Common Stock 1,339 16.43 22.0K 823,695
2023-06-01 PAEK NACK Y Director / Officer A-Award A Common Stock 62,572 16.43 1.03M 1,351,985
2023-06-01 Lu Feiying Director A-Award A Common Stock 1,339 16.43 22.0K 167,247
2023-06-01 Leung Don Director A-Award A Common Stock 1,339 16.43 22.0K 1,080,575
2023-06-01 Lai Francis Director A-Award A Common Stock 1,339 16.43 22.0K 53,247
2023-06-01 Kim Howard Hwasaeng Director / Officer A-Award A Common Stock 47,538 16.43 781.0K 571,490
2023-06-01 Hungeling William J. Director A-Award A Common Stock 1,339 16.43 22.0K 155,677
2023-06-01 Glover Frank Director A-Award A Common Stock 1,339 16.43 22.0K 1,339
2023-05-02 Hungeling William J. Director P-Purchase A Common Stock 1,000 15.37 15.4K 154,338
2023-03-14 Shim Sam Sang-Koo Director P-Purchase A Common Stock 5,000 18.48 92.4K 5,000
2023-03-13 Patel Ajit A. Director P-Purchase A Common Stock 2,500 16.40 41.0K 5,000
2023-03-10 Patel Ajit A. Director P-Purchase A Common Stock 2,500 17.10 42.8K 2,500
2022-06-01 Tan Farid Officer A-Award A Common Stock 49,287 20.31 1.00M 858,101
2022-06-01 Shim Sam Sang-Koo Director A-Award A Common Stock 984 20.31 20.0K 598,698
2022-06-01 Rhee Frank S. Director A-Award A Common Stock 984 20.31 20.0K 15,908
2022-06-01 Patel Ajit A. Director A-Award A Common Stock 984 20.31 20.0K 643,508
2022-06-01 Park Young K. Director A-Award A Common Stock 984 20.31 20.0K 822,356
2022-06-01 PAEK NACK Y Officer A-Award A Common Stock 49,287 20.31 1.00M 1,289,413
2022-06-01 Lu Feiying Director A-Award A Common Stock 984 20.31 20.0K 165,908
2022-06-01 Leung Don Director A-Award A Common Stock 984 20.31 20.0K 1,079,236
2022-06-01 Lai Francis Director A-Award A Common Stock 984 20.31 20.0K 51,908
2022-06-01 Kim Howard Hwasaeng Officer A-Award A Common Stock 37,347 20.31 758.5K 523,952
2022-06-01 Hungeling William J. Director A-Award A Common Stock 984 20.31 20.0K 153,338
2022-03-23 Lai Francis Director G-Gift A Common Stock 424,240 0.00 424,240
2022-02-08 Shim Sam Sang-Koo Director A-Award A Common Stock 1,300 25.71 33.4K 596,108
2022-01-19 Glover Frank Director I Common Stock 0 0.00 200,000
2021-10-20 Stewart Lucas Officer 0 0.00 0
2021-06-25 Kim Howard Hwasaeng Director / Officer G-Gift D Common Stock 100,000 0.00 0
2021-06-01 Tan Farid Director / Officer A-Award A Common Stock 20,912 17.21 359.9K 808,814
2021-06-01 Shim Sam Sang-Koo Director A-Award A Common Stock 1,162 17.21 20.0K 594,808
2021-06-01 Rhee Frank S. Director A-Award A Common Stock 1,162 17.21 20.0K 14,924
2021-06-01 Patel Ajit A. Director A-Award A Common Stock 1,162 17.21 20.0K 642,524
2021-06-01 Park Young K. Director A-Award A Common Stock 1,162 17.21 20.0K 821,372
2021-06-01 PAEK NACK Y Director / Officer A-Award A Common Stock 20,912 17.21 359.9K 1,240,126
2021-06-01 Lu Feiying Director A-Award A Common Stock 1,162 17.21 20.0K 164,924
2021-06-01 Leung Don Director A-Award A Common Stock 1,162 17.21 20.0K 1,078,252
2021-06-01 Lai Francis Director A-Award A Common Stock 1,162 17.21 20.0K 475,164
2021-06-01 Kim Howard Hwasaeng Director / Officer A-Award A Common Stock 15,276 17.21 262.9K 486,605
2021-06-01 Hungeling William J. Director A-Award A Common Stock 1,162 17.21 20.0K 152,354
2021-03-09 Leung Don Director S-Sale D Common Stock 18,028 15.62 281.5K 1,077,090
2021-03-08 Leung Don Director S-Sale D Common Stock 6,972 15.59 108.7K 1,095,118
2021-03-04 Leung Don Director S-Sale D Common Stock 9,248 15.00 138.7K 1,102,090
2021-03-03 Leung Don Director S-Sale D Common Stock 9,659 15.00 144.9K 1,111,338
2021-02-25 Leung Don Director S-Sale D Common Stock 4,937 14.95 73.8K 1,120,997
2021-02-23 Leung Don Director S-Sale D Common Stock 3,600 14.86 53.5K 1,125,934
2021-02-22 Leung Don Director S-Sale D Common Stock 768 14.85 11.4K 14,332
2021-02-16 Leung Don Director S-Sale D Common Stock 232 14.85 3.4K 15,100
2021-02-12 Leung Don Director S-Sale D Common Stock 500 14.85 7.4K 1,133,593
2021-02-11 Leung Don Director S-Sale D Common Stock 2,956 14.86 43.9K 1,134,093
2021-02-10 Leung Don Director S-Sale D Common Stock 7,541 14.85 112.0K 1,137,049
2021-02-09 Leung Don Director S-Sale D Common Stock 3,087 14.86 45.9K 1,144,590
2021-02-08 Leung Don Director S-Sale D Common Stock 2,101 14.86 31.2K 1,147,677
2020-12-15 Tan Farid Director / Officer S-Sale D Common Stock 19,500 14.36 280.0K 787,902
2020-12-14 Tan Farid Director / Officer S-Sale D Common Stock 21,200 14.31 303.3K 807,402
2020-12-08 Tan Farid Director / Officer S-Sale D Common Stock 15,300 14.39 220.2K 828,602
2020-12-07 PAEK NACK Y Director / Officer S-Sale D Common Stock 27,400 14.35 393.2K 1,219,214
2020-12-04 PAEK NACK Y Director / Officer S-Sale D Common Stock 15,000 14.36 215.4K 1,246,614
2020-12-02 PAEK NACK Y Director / Officer S-Sale D Common Stock 15,600 14.36 224.0K 1,261,614
2020-11-24 PAEK NACK Y Director / Officer S-Sale D Common Stock 22,000 14.53 319.7K 1,277,214
2020-11-20 PAEK NACK Y Director / Officer S-Sale D Common Stock 20,000 14.56 291.2K 1,299,214
2020-11-01 Hungeling William J. Director D Common Stock 0 0.00 151,192
2020-09-15 Shim Sam Sang-Koo Director S-Sale D Common Stock 8,706 13.10 114.0K 592,814
2020-09-14 Shim Sam Sang-Koo Director S-Sale D Common Stock 1,194 13.25 15.8K 601,520
2020-06-09 Patel Ajit A. Director S-Sale D Common Stock 5,000 14.02 70.1K 533,762
2020-06-01 Tan Farid Director / Officer A-Award A Common Stock 52,468 11.56 606.5K 843,902
2020-06-01 PAEK NACK Y Director / Officer A-Award A Common Stock 52,468 11.56 606.5K 1,319,214
2020-06-01 Kim Howard Hwasaeng Director / Officer A-Award A Common Stock 40,523 11.56 468.4K 471,329
2020-05-01 Lai Francis Director J-Other A Common Stock 424,240 0.00 472,058
2019-10-07 Shim Sam Sang-Koo Director S-Sale D Common Stock 84,000 13.50 1.13M 600,770
2019-10-07 Patel Ajit A. Director S-Sale D Common Stock 75,000 13.50 1.01M 536,818
2019-10-07 Lu Feiying Director S-Sale D Common Stock 270,000 13.50 3.65M 1,549,360
2019-10-07 Leung Don Director S-Sale D Common Stock 100,000 13.50 1.35M 1,147,834
2019-10-07 Kim Howard Hwasaeng Director / Officer S-Sale D Common Stock 60,000 13.50 810.0K 394,324
2019-10-07 Hungeling William M. Director S-Sale D Common Stock 258,000 13.50 3.48M 502,448
2019-10-02 Tan Farid Director / Officer D Stock Option 80,000 12.70 1.02M 0
2019-10-02 Shim Sam Sang-Koo Director D Common Stock 0 0.00 684,770
2019-10-02 Rhee Frank S. Director D Common Stock 0 0.00 11,818
2019-10-02 Patel Ajit A. Director D Common Stock 0 0.00 611,818
2019-10-02 Park Young K. Director D Common Stock 0 0.00 818,266
2019-10-02 PAEK NACK Y Director / Officer I Common Stock 0 0.00 20,000
2019-10-02 Lu Feiying Director D Common Stock 0 0.00 11,818
2019-10-02 Leung Don Director D Common Stock 0 0.00 1,247,834
2019-10-02 Lai Francis Director I Common Stock 0 0.00 64,000
2019-10-02 Kim Howard Hwasaeng Director / Officer D Stock Option 80,000 12.70 1.02M 0
2019-10-02 Hungeling William M. Director I Common Stock 0 0.00 25,200
2019-10-02 Gunter Samuel Benton Officer D Common Stock 0 0.00 1,624

Executive team

Top executives
EBIT / Employee
387.2K
Shares Outstanding
28.66M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Nack Y. Paek Chief Executive Officer 507.5K 995.1K 1.04M 21.0K 2.56M 38.82%
2 2025 Farid Tan President and Interim Chief Financial Officer 507.5K 995.1K 1.04M 20.8K 2.56M 38.82%
3 2025 Howard Hwasaeng Kim Executive Vice President, Chief Lending Officer and Chief Operating Officer 500.0K 738.6K 1.00M 21.0K 2.26M 32.69%
4 2025 Lucas Stewart Former Executive Vice President and Chief Financial Officer 243.2K 50.0K 24.0K 14.6K 331.9K 7.23%
5 2025 Abdul Mohdnor Executive Vice President and Chief Compliance Officer 228.2K 38.0K 20.0K 16.5K 302.7K 6.61%
6 2024 Farid Tan President 470.0K 843.4K 940.0K 20.7K 2.27M 37.09%
7 2024 Farid Tan President and Interim Chief Financial Officer 470.0K 843.4K 940.0K 20.7K 2.27M 37.09%
8 2024 Nack Y. Paek Chief Executive Officer 470.0K 843.4K 940.0K 20.7K 2.27M 37.09%
9 2024 Howard Hwasaeng Kim Executive Vice President, Chief Lending Officer and Chief Operating Officer 437.0K 634.8K 874.0K 20.7K 1.97M 32.28%
10 2024 Lucas Stewart Executive Vice President and Chief Financial Officer 239.6K 39.9K 22.5K 13.8K 315.8K 7.13%
11 2024 Lucas Stewart Former Executive Vice President and Chief Financial Officer 239.6K 39.9K 22.5K 13.8K 315.8K 7.13%
12 2024 Abdul Mohdnor Executive Vice President and Chief Compliance Officer 215.2K 35.9K 17.5K 15.2K 283.8K 6.17%
13 2023 Nack Y. Paek Chief Executive Officer 455.0K 1.03M 705.0K 19.8K 2.21M 46.56%
14 2023 Farid Tan President 455.0K 1.03M 705.0K 19.8K 2.21M 46.56%
15 2023 Farid Tan President and Interim Chief Financial Officer 455.0K 1.03M 705.0K 19.8K 2.21M 46.56%
16 2023 Howard Hwasaeng Kim Executive Vice President, Chief Lending Officer and Chief Operating Officer 422.0K 781.0K 655.5K 19.8K 1.88M 41.58%
17 2022 Nack Y. Paek Chief Executive Officer 425.0K 1.00M 850.0K 18.3K 2.29M 43.63%
18 2022 Farid Tan President 425.0K 1.00M 850.0K 18.3K 2.29M 43.63%
19 2022 Howard Hwasaeng Kim Executive Vice President, Chief Lending Officer and Chief Operating Officer 392.0K 758.5K 784.0K 18.3K 1.95M 38.84%
20 2021 Nack Y. Paek Chief Executive Officer 425.0K 359.9K 850.0K 1.63M 22.01%
21 2021 Farid Tan President 425.0K 359.9K 850.0K 1.63M 22.01%
22 2021 Howard Hwasaeng Kim Executive Vice President, Chief Lending Officer and Chief Operating Officer 392.0K 262.9K 784.0K 1.44M 18.27%
23 2020 Farid Tan President 369.0K 606.5K 738.0K 10.8K 1.72M 35.18%
24 2020 Nack Y. Paek Chief Executive Officer 369.0K 606.5K 738.0K 10.8K 1.72M 35.18%
25 2020 Farid Tan President and Chief Financial Officer 369.0K 606.5K 738.0K 10.8K 1.72M 35.18%
26 2020 Howard Hwasaeng Kim Executive Vice President, Chief Lending Officer and Chief Operating Officer 326.0K 468.4K 652.0K 10.8K 1.46M 32.15%
27 2019 Farid Tan President and Chief Financial Officer 369.0K 239.3K 738.0K 10.8K 1.36M 17.63%
28 2019 Nack Y. Paek Chief Executive Officer 369.0K 239.3K 738.0K 10.8K 1.36M 17.63%
29 2019 Howard Hwasaeng Kim Executive Vice President, Chief Lending Officer and Chief Operating Officer 326.0K 191.4K 652.0K 10.8K 1.18M 16.22%
30 2018 Nack Y. Paek Chief Executive Officer 334.0K 501.5K 476.0K 1.00M 10.8K 2.32M 42.06%
31 2018 Farid Tan President and Chief Financial Officer 334.0K 501.5K 476.0K 1.00M 10.8K 2.32M 42.06%
32 2018 Howard Hwasaeng Kim Executive Vice President, Chief Lending Officer and Chief Operating Officer 281.0K 288.6K 476.0K 843.0K 10.8K 1.90M 40.25%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-20 DEF 14A
2025-04-15 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-22 8-K
2026-05-08 10-Q
2026-04-24 8-K
2026-04-20 DEF 14A
2026-04-15 8-K
2026-03-26 8-K
2026-03-16 10-K
2026-02-12 8-K/A
2026-02-04 SC 13G/A
2026-01-30 8-K

Executive team

NameTitleCompensationGender
Nack Young Paek Chairman & Chief Executive Officer 2M male
Farid Tan Interim CFO, Principal Financial & Accounting Officer, President and Director 2M male
Howard Hwasaeng Kim Executive Vice President, Chief Lending Officer, Chief Operating Officer & Director 2M male
Lucas C. Stewart Executive Vice President, Chief Financial Officer & Assistant Corporate Secretary 293.3K male
Abdul Mohdnor Executive Vice President & Chief Compliance Officer 282.6K male
Sion Nyen Lai Secretary & Director 87.6K male
ESG Rating
B
BANKS - REGIONAL
2026
E (Environmental)
50.0 / 64.3
Company / Sector avg.
S (Social)
75.9 / 76.5
Company / Sector avg.
G (Governance)
41.9 / 75.5
Company / Sector avg.
ESG Total
56.0 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits