MetroCity Bankshares, Inc. (MCBS)
Doraville, GA, US
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.
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| First IC Corporation | FIEB | 2025-05-23 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.15% | -0.18% | +2.09% | +16.23% | +22.55% | +23.06% | +16.89% | +94.52% | +87.92% | +444.33% | +444.33% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
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)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 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
|
| 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
Ownership Overview
| # | 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)
| # | 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 |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for MCBS
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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