Meridian Corporation (MRBK)
Malvern, PA, US
Meridian Corporation functions as the parent company for Meridian Bank, which provides a comprehensive range of commercial banking products and services throughout Pennsylvania, New Jersey, Delaware, and Maryland. The bank's deposit offerings include various account types such as non-interest-bearing and interest-bearing demand accounts, savings accounts, money market accounts, and certificates of deposit. It extends commercial and industrial financing solutions, encompassing business lines of credit, term loans, small business lending, lease financing, and participation in shared national credit facilities. Additionally, Meridian Bank funds commercial real estate endeavors, as well as land development and construction projects for both residential and commercial properties. Other services include consumer and home equity lending, private banking, merchant services, and title and land settlement assistance. The company is also engaged in originating and servicing mortgage loans for 1-4 family residences. Its expanded service portfolio features real estate holding, investment advisory, and equipment leasing options. With its corporate headquarters located in Malvern, Pennsylvania, the institution operates through a network comprising six full-service branches and nineteen other satellite offices. Meridian Corporation was founded in 2004.
No mergers or acquisitions recorded for this company.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.01% | +2.28% | -4.46% | -7.51% | +12.52% | +2.28% | +36.32% | +86.51% | +34.48% | +96.93% | +96.93% |
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 | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
21.00
+3.8%
|
| Last Quarter | 1 |
21.00
+3.8%
|
| Last Year | 3 |
20.67
+2.1%
|
| All Time | 6 |
17.83
-11.9%
|
-
Revenue growth+4.1% Q1'26: +2.7% (vs Q1'25)
-
EPS growth+30.3% Q1'26: +85.7% (vs Q1'25)
-
FCF margin— Q1'26: +5.5% (vs Q1'25)
-
EBIT margin— Q1'26: +12.7% (vs Q1'25)
-
ROIC— Q1'26: +5.5% (vs Q1'25)
-
Share dilution+2.6% Q1'26: +6.2% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 7.01× (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 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 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
68.40M
est: 65.66M (+4.2%)
|
73.78M
est: 65.00M (+13.5%)
|
85.76M
est: 68.12M (+25.9%)
|
149.57M
est: 123.37M (+21.2%)
|
159.51M
est: 150.73M (+5.8%)
|
130.45M
est: 112.99M (+15.4%)
|
168.55M
est: 90.80M (+85.6%)
|
197.37M
est: 106.53M (+85.3%)
|
205.49M
est: 124.41M (+65.2%)
|
137.33M
136.06M – 138.60M
+10.4% YoY
|
152.10M
150.69M – 153.51M
+10.8% YoY
|
| EBITDA |
6.75M
est: 12.30M (-45.1%)
|
11.91M
est: 12.18M (-2.2%)
|
14.38M
est: 24.35M (-40.9%)
|
32.46M
est: 44.98M (-27.8%)
|
41.49M
est: 38.52M (+7.7%)
|
29.00M
est: 40.00M (-27.5%)
|
19.44M
est: 15.58M (+24.8%)
|
24.09M
est: 18.28M (+31.8%)
|
28.40M
est: 21.35M (+33.0%)
|
23.57M
23.35M – 23.78M
+10.4% YoY
|
26.10M
25.86M – 26.34M
+10.8% YoY
|
| EBIT |
5.79M
est: 12.43M (-53.4%)
|
10.49M
est: 12.30M (-14.7%)
|
13.51M
est: 12.89M (+4.8%)
|
34.54M
est: 23.35M (+47.9%)
|
46.30M
est: 33.41M (+38.6%)
|
27.92M
est: 36.76M (-24.0%)
|
16.97M
est: 15.49M (+9.5%)
|
21.79M
est: 18.17M (+19.9%)
|
28.40M
est: 21.22M (+33.8%)
|
23.43M
23.21M – 23.65M
+10.4% YoY
|
25.95M
25.71M – 26.19M
+10.8% YoY
|
| Net Income |
3.03M
est: 4.35M (-30.3%)
|
8.16M
est: 7.55M (+8.1%)
|
10.48M
est: 7.93M (+32.1%)
|
26.44M
est: 25.61M (+3.2%)
|
35.59M
est: 24.80M (+43.5%)
|
21.83M
est: 24.38M (-10.5%)
|
13.24M
est: 11.02M (+20.2%)
|
16.35M
est: 14.54M (+12.4%)
|
21.84M
est: 20.60M (+6.0%)
|
23.65M
23.37M – 23.94M
+14.8% YoY
|
29.42M
28.27M – 30.58M
+24.4% YoY
|
| SGA |
42.32M
est: 23.94M (+76.8%)
|
38.04M
est: 23.70M (+60.5%)
|
37.63M
est: 31.84M (+18.2%)
|
75.00M
est: 77.92M (-3.7%)
|
82.58M
est: 61.08M (+35.2%)
|
59.96M
est: 63.77M (-6.0%)
|
51.11M
est: 28.93M (+76.6%)
|
8.06M
est: 33.94M (-76.3%)
|
55.86M
est: 39.64M (+40.9%)
|
43.76M
43.36M – 44.17M
+10.4% YoY
|
48.47M
48.02M – 48.91M
+10.8% YoY
|
| EPS |
0.25
est: 0.39 (-35.3%)
|
0.64
est: 0.67 (-4.7%)
|
0.82
est: 0.78 (+4.7%)
|
2.15
est: 1.59 (+34.9%)
|
2.96
est: 2.76 (+7.1%)
|
1.85
est: 1.83 (+1.4%)
|
1.19
est: 0.96 (+24.6%)
|
1.47
est: 1.27 (+16.2%)
|
1.93
est: 1.79 (+8.1%)
|
2.05
2.03 – 2.07
+14.8% YoY
|
2.55
2.45 – 2.65
+24.4% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-05 | Piper Sandler | Overweight | Overweight | Maintain |
| 2026-04-28 | DA Davidson | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 5/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-27 | A- | 4/5 | 5/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-26 | A- | 4/5 | 5/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-22 | A- | 4/5 | 5/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-21 | A- | 4/5 | 5/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-20 | A- | 4/5 | 5/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-19 | A- | 4/5 | 5/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-18 | A- | 4/5 | 5/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 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 | LLC | 1.04M | 9.27% | — | 1.04M | — | — | IA | Delaware | 2024-02-14 | ↗ |
| 2 | Phillip Stone, IV | 1.04M | 9.27% | — | 1.04M | — | — | IN | U.S.A. | 2024-02-14 | ↗ |
| 3 | Master Opportunity Fund Ltd | 802.9K | 7.18% | — | 802.9K | — | — | OO | Islands | 2024-02-14 | ↗ |
| 4 | Jacques Rebibo | 521.3K | 8.60% | 22.1K | 499.2K | 22.1K | 499.2K | HC, IN | Delaware | 2022-01-18 | ↗ |
| 5 | Ategra Capital Management, LLC | 499.2K | 8.20% | — | 499.2K | — | 499.2K | IA, OO | Delaware | 2022-01-18 | ↗ |
| 6 | Jonathan Holtaway | 499.2K | 8.20% | — | 499.2K | — | 499.2K | HC, IN | Delaware | 2022-01-18 | ↗ |
| 7 | Ategra GP, LLC | 468.4K | 7.70% | — | 468.4K | — | 468.4K | OO | Delaware | 2022-01-18 | ↗ |
| 8 | Ategra Community Financial Institution Fund, L.P. | 466.6K | 7.70% | — | 466.6K | — | 466.6K | PN | Delaware | 2022-01-18 | ↗ |
| 9 | Ben Mackovak | 325.6K | 5.30% | — | 325.6K | — | — | IN | State of Delaware | 2021-02-12 | ↗ |
| 10 | Marty Adams | 325.6K | 5.30% | — | 325.6K | — | — | IN | State of Delaware | 2021-02-12 | ↗ |
| 11 | Strategic Value Bank Partners LLC | 325.6K | 5.30% | — | 325.6K | — | — | OO | State of Delaware | 2021-02-12 | ↗ |
| 12 | Strategic Value Investors, LP | 325.6K | 5.30% | — | 325.6K | — | — | PN | State of Delaware | 2021-02-12 | ↗ |
| 13 | Umberto Fedeli | 325.6K | 5.30% | — | 325.6K | — | — | IN | State of Delaware | 2021-02-12 | ↗ |
| 14 | The Vanguard Group - 23-1945930 | 309.9K | 5.05% | — | 5.2K | — | 7.9K | IA | Pennsylvania | 2021-02-10 | ↗ |
| 15 | BANC FUND IX L.P.37-1755531 | 291.7K | 4.80% | 291.7K | — | 291.7K | — | PN | USA | 2021-02-11 | ↗ |
| 16 | GP LLC | 232.7K | 2.08% | — | 232.7K | — | — | OO | Delaware | 2024-02-14 | ↗ |
| 17 | QP Opportunity Fund LP | 221.1K | 1.98% | — | 221.1K | — | — | PN | Delaware | 2024-02-14 | ↗ |
| 18 | BANC FUND X L.P.82-5185037 | 123.9K | 2.00% | 123.9K | — | 123.9K | — | PN | USA | 2021-02-11 | ↗ |
| 19 | BANC FUND VIII L.P.26-2334080 | 99.6K | 1.60% | 99.6K | — | 99.6K | — | PN | USA | 2021-02-11 | ↗ |
| 20 | EJF Capital LLC | 21.2K | 0.30% | — | 21.2K | — | 21.2K | IA | Delaware | 2020-02-12 | ↗ |
| 21 | Emanuel J. Friedman | 21.2K | 0.30% | — | 21.2K | — | 21.2K | IN | Delaware | 2020-02-12 | ↗ |
| 22 | EJF Sidecar Fund, Series LLC – Series E | 21.0K | 0.30% | — | 21.0K | — | 21.0K | OO | Delaware | 2020-02-12 | ↗ |
| 23 | Small-Cap Financials Fund LP | 11.6K | 0.10% | — | 11.6K | — | — | PN | Delaware | 2024-02-14 | ↗ |
| 24 | Basswood Capital Management, L.L.C. | — | 0.00% | — | — | — | — | IA | Delaware | 2021-02-12 | ↗ |
| 25 | Bennett Lindenbaum | — | 0.00% | — | — | — | — | HC, IN | United States | 2021-02-12 | ↗ |
| 26 | Matthew Lindenbaum | — | 0.00% | — | — | — | — | HC, IN | United States | 2021-02-12 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | FOURTHSTONE LLC | 1.12M +49.6K (+4.6%) | 19.72M +2.8M (+16.5%) | 9.72% +0.158 pp | 3.69% +0.654 pp | USD13.16 +33.6% | 19 qtrs — |
| 2 | STRATEGIC VALUE BANK PARTNERS LLC | 651.3K +— (+0.0%) | 11.45M +1.2M (+11.3%) | 5.75% -0.057 pp | 7.84% +0.524 pp | USD18.38 -4.4% | 17 qtrs — |
| 3 | VANGUARD GROUP INC | 584.1K +4.5K (+0.8%) | 10.27M +1.1M (+12.2%) | 5.06% -0.108 pp | 0.00% +0.000 pp | USD10.33 +70.2% | 33 qtrs — |
| 4 | BLACKROCK, INC. | 542.6K +21.2K (+4.1%) | 9.54M +1.3M (+15.9%) | 4.70% +0.051 pp | 0.00% +0.000 pp | USD13.07 +34.5% | 6 qtrs — |
| 5 | FIRST MANHATTAN CO. LLC. | 437.7K +5.1K (+1.2%) | 7.69M +864.0K (+12.6%) | 3.79% -0.065 pp | 0.02% +0.002 pp | USD9.90 +77.6% | 33 qtrs — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 395.3K +33.4K (+9.2%) | 6.95M +1.2M (+21.6%) | 3.49% +0.263 pp | 0.00% +0.000 pp | USD13.54 +29.8% | 24 qtrs — |
| 7 | ATEGRA CAPITAL MANAGEMENT, LLC | 352.3K -54.7K (-13.4%) | 6.19M -232.7K (-3.6%) | 3.05% -0.577 pp | 2.95% -0.844 pp | USD9.74 +80.5% | 28 qtrs — |
| 8 | BANC FUNDS CO LLC | 320.9K -131.9K (-29.1%) | 5.64M -1.5M (-21.1%) | 2.78% -1.258 pp | 1.12% -0.133 pp | USD9.61 +82.9% | 33 qtrs — |
| 9 | ACADIAN ASSET MANAGEMENT LLC | 215.3K +27.7K (+14.7%) | 3.78M +820.0K (+27.7%) | 1.87% +0.192 pp | 0.01% +0.001 pp | USD14.37 +22.3% | 28 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 213.1K +1.2K (+0.6%) | 3.75M +401.0K (+12.0%) | 1.85% -0.043 pp | 0.00% +0.000 pp | USD11.98 +46.7% | 23 qtrs — |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 179.1K +7.3K (+4.2%) | 3.15M +435.8K (+16.1%) | 1.55% +0.020 pp | 0.00% +0.000 pp | USD14.80 +18.8% | 20 qtrs — |
| 12 | WICK CAPITAL PARTNERS, LLC | 144.5K +— (+0.0%) | 2.54M +258.7K (+11.3%) | 1.25% -0.037 pp | 0.46% -0.089 pp | USD15.79 +11.3% | 14 qtrs — |
| 13 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 139.4K +20.9K (+17.7%) | 2.45M +580.3K (+31.0%) | 1.21% +0.152 pp | 0.01% +0.001 pp | USD14.85 +18.4% | 6 qtrs — |
| 14 | AMERICAN CENTURY COMPANIES INC | 135.9K +49.8K (+57.8%) | 2.39M +1.0M (+75.7%) | 1.18% +0.409 pp | 0.00% +0.001 pp | USD15.63 +12.5% | 4 qtrs — |
| 15 | NUVEEN, LLC | 129.1K +21.4K (+19.9%) | 2.27M +568.9K (+33.5%) | 1.12% +0.158 pp | 0.00% +0.000 pp | USD15.82 +11.1% | 3 qtrs — |
| 16 | SEGALL BRYANT & HAMILL, LLC | 126.4K +— (+0.0%) | 2.22M +226.3K (+11.3%) | 1.10% -0.032 pp | 0.03% +0.004 pp | USD15.79 +11.3% | 2 qtrs — |
| 17 | MARSHALL WACE, LLP | 116.6K +10.6K (+10.0%) | 2.05M +375.6K (+22.4%) | 1.01% +0.065 pp | 0.00% +0.000 pp | USD14.75 +19.2% | 4 qtrs — |
| 18 | STATE STREET CORP | 105.1K +4.9K (+4.9%) | 1.85M +265.9K (+16.8%) | 0.91% +0.017 pp | 0.00% +0.000 pp | USD13.07 +34.5% | 24 qtrs — |
| 19 | TWO SIGMA INVESTMENTS, LP | 100.5K +17.6K (+21.3%) | 1.77M +458.3K (+35.0%) | 0.87% +0.132 pp | 0.00% +0.001 pp | USD16.10 +9.2% | 2 qtrs — |
| 20 | TREXQUANT INVESTMENT LP | 92.5K +20.6K (+28.6%) | 1.63M +490.9K (+43.2%) | 0.80% +0.160 pp | 0.01% +0.003 pp | USD14.99 +17.3% | 4 qtrs — |
| 21 | LSV ASSET MANAGEMENT | 68.1K +— (+0.0%) | 1.20M +121.0K (+11.3%) | 0.59% -0.017 pp | 0.00% +0.000 pp | USD15.95 +10.2% | 17 qtrs — |
| 22 | MERIDIAN WEALTH PARTNERS, LLC | 66.8K -5.4K (-7.5%) | 1.18M +34.5K (+3.0%) | 0.58% -0.065 pp | 0.16% +0.005 pp | USD11.19 +57.1% | 25 qtrs — |
| 23 | RUSSELL INVESTMENTS GROUP, LTD. | 65.9K +4.4K (+7.2%) | 1.16M +188.0K (+19.4%) | 0.57% +0.023 pp | 0.00% +0.000 pp | USD15.40 +14.2% | 5 qtrs — |
| 24 | NORTHERN TRUST CORP | 64.9K -3.3K (-4.9%) | 1.14M +63.6K (+5.9%) | 0.56% -0.046 pp | 0.00% +0.000 pp | USD12.02 +46.3% | 23 qtrs — |
| 25 | GOLDMAN SACHS GROUP INC | 63.7K -680.0 (-1.1%) | 1.12M +103.4K (+10.2%) | 0.55% -0.022 pp | 0.00% +0.000 pp | USD15.11 +16.3% | 5 qtrs — |
| 26 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 61.2K +— (+0.0%) | 1.08M +109.6K (+11.3%) | 0.53% -0.016 pp | 0.02% +0.002 pp | USD9.28 +89.4% | 27 qtrs — |
| 27 | SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 59.9K +— (+0.0%) | 1.05M +107.2K (+11.3%) | 0.53% -0.005 pp | 0.60% +0.047 pp | USD15.79 +11.3% | 2 qtrs — |
| 28 | KEY FINANCIAL INC | 59.4K +— (+0.0%) | 1.04M +126.4K (+13.8%) | 0.51% -0.015 pp | 0.19% +0.021 pp | USD15.79 +11.3% | 2 qtrs — |
| 29 | ANCORA ADVISORS, LLC | 53.8K +— (+0.0%) | 945.5K +96.3K (+11.3%) | 0.47% -0.014 pp | 0.02% +0.003 pp | USD13.49 +30.3% | 5 qtrs — |
| 30 | LOS ANGELES CAPITAL MANAGEMENT LLC | 63.3K +21.0K (+49.5%) | 906.3K +237.4K (+35.5%) | 0.55% +0.171 pp | 0.00% +0.001 pp | USD16.38 +7.3% | 2 qtrs — |
| 31 | PRUDENTIAL FINANCIAL INC | 48.0K +12.1K (+33.9%) | 844.0K +277.7K (+49.0%) | 0.42% +0.096 pp | 0.00% +0.000 pp | USD16.24 +8.3% | 2 qtrs — |
| 32 | BANK OF NEW YORK MELLON CORP | 44.3K +8.7K (+24.4%) | 778.6K +216.4K (+38.5%) | 0.38% +0.066 pp | 0.00% +0.000 pp | USD13.82 +27.2% | 23 qtrs — |
| 33 | SQUAREPOINT OPS LLC | 43.2K +18.5K (+74.8%) | 759.4K +369.1K (+94.6%) | 0.37% +0.154 pp | 0.00% +0.000 pp | USD16.56 +6.2% | 2 qtrs — |
| 34 | BARCLAYS PLC | 42.3K +1.9K (+4.6%) | 743.3K +232.5K (+45.5%) | 0.37% +0.006 pp | 0.00% +0.000 pp | USD11.76 +49.5% | 23 qtrs — |
| 35 | MALTESE CAPITAL MANAGEMENT LLC | 34.5K +26.6K (+333.2%) | 606.9K +481.1K (+382.3%) | 0.30% +0.228 pp | 0.11% +0.089 pp | USD17.17 +2.4% | 2 qtrs — |
| 36 | JUMP FINANCIAL, LLC | 32.8K +9.4K (+40.2%) | 576.6K +207.1K (+56.1%) | 0.28% +0.076 pp | 0.01% +0.003 pp | USD15.11 +16.3% | 3 qtrs — |
| 37 | JANE STREET GROUP, LLC | 32.5K +14.7K (+82.4%) | 572.1K +290.3K (+103.0%) | 0.28% +0.123 pp | 0.00% +0.000 pp | USD16.60 +5.9% | 5 qtrs — |
| 38 | AQR CAPITAL MANAGEMENT LLC | 32.5K +6.5K (+25.2%) | 571.3K +161.5K (+39.4%) | 0.28% +0.050 pp | 0.00% +0.000 pp | USD16.15 +8.9% | 2 qtrs — |
| 39 | MORGAN STANLEY | 27.1K +10.3K (+61.0%) | 475.7K +210.4K (+79.3%) | 0.23% +0.085 pp | 0.00% +0.000 pp | USD14.68 +19.8% | 25 qtrs — |
| 40 | MENDON CAPITAL ADVISORS CORP | 26.7K +— (+0.0%) | 469.8K +65.4K (+16.2%) | 0.23% -0.007 pp | 0.14% -0.016 pp | USD13.78 +27.6% | 9 qtrs — |
| 41 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 26.6K +— (+0.0%) | 467.4K +47.6K (+11.3%) | 0.23% -0.007 pp | 0.00% +0.000 pp | USD12.89 +36.4% | 3 qtrs — |
| 42 | MAN GROUP PLC | 25.9K +12.5K (+93.8%) | 454.6K +243.9K (+115.8%) | 0.22% +0.105 pp | 0.00% +0.000 pp | USD16.66 +5.5% | 2 qtrs — |
| 43 | MILLENNIUM MANAGEMENT LLC | 25.5K +2.1K (+8.7%) | 448.8K +78.1K (+21.1%) | 0.22% +0.012 pp | 0.00% +0.000 pp | USD14.49 +21.3% | 19 qtrs — |
| 44 | TRAYNOR CAPITAL MANAGEMENT, INC. | 25.0K +— (+0.0%) | 439.5K +44.8K (+11.3%) | 0.22% -0.002 pp | 0.02% +0.001 pp | USD15.79 +11.3% | 2 qtrs — |
| 45 | RENAISSANCE TECHNOLOGIES LLC | 22.9K -39.7K (-63.4%) | 402.6K -585.9K (-59.3%) | 0.20% -0.360 pp | 0.00% -0.001 pp | USD13.09 +34.3% | 22 qtrs — |
| 46 | UBS GROUP AG | 21.1K +4.8K (+29.1%) | 371.2K +112.9K (+43.7%) | 0.18% +0.037 pp | 0.00% +0.000 pp | USD14.92 +17.8% | 33 qtrs — |
| 47 | POINT72 ASSET MANAGEMENT, L.P. | 17.8K +17.8K (+100.0%) | 313.5K +313.5K (+100.0%) | 0.15% +0.155 pp | 0.00% +0.000 pp | USD17.58 +0.0% | 1 qtrs NEW |
| 48 | CITADEL ADVISORS LLC | 17.3K -54.2K (-75.8%) | 304.3K -825.4K (-73.1%) | 0.15% -0.488 pp | 0.00% 0.000 pp | USD14.28 +23.1% | 6 qtrs — |
| 49 | JPMORGAN CHASE & CO | 17.1K +7.6K (+79.2%) | 300.8K +150.0K (+99.5%) | 0.15% +0.063 pp | 0.00% +0.000 pp | USD15.85 +10.9% | 11 qtrs — |
| 50 | INVESCO LTD. | 16.2K +3.2K (+24.2%) | 284.0K +78.7K (+38.3%) | 0.14% +0.024 pp | 0.00% +0.000 pp | USD14.33 +22.7% | 3 qtrs — |
| 51 | STATE OF WISCONSIN INVESTMENT BOARD | 15.6K +15.6K (+100.0%) | 274.2K +274.2K (+100.0%) | 0.14% +0.135 pp | 0.00% +0.001 pp | USD17.58 +0.0% | 1 qtrs NEW |
| 52 | TWO SIGMA ADVISERS, LP | 14.1K -4.9K (-25.8%) | 247.9K -52.1K (-17.4%) | 0.12% -0.047 pp | 0.00% 0.000 pp | USD15.79 +11.3% | 2 qtrs — |
| 53 | OCCUDO QUANTITATIVE STRATEGIES LP | 13.3K +13.3K (+100.0%) | 234.4K +234.4K (+100.0%) | 0.12% +0.116 pp | 0.02% +0.016 pp | USD17.58 +0.0% | 1 qtrs NEW |
| 54 | ELCO MANAGEMENT CO., LLC | 11.7K +— (+0.0%) | 206.1K +21.0K (+11.3%) | 0.10% -0.001 pp | 0.13% +0.033 pp | USD15.00 +17.2% | 13 qtrs — |
| 55 | RHUMBLINE ADVISERS | 11.6K -1.4K (-11.1%) | 203.1K -2.1K (-1.0%) | 0.10% -0.016 pp | 0.00% +0.000 pp | USD12.89 +36.4% | 3 qtrs — |
| 56 | WELLS FARGO & COMPANY/MN | 10.9K +3.6K (+49.9%) | 191.7K +76.8K (+66.8%) | 0.09% +0.030 pp | 0.00% +0.000 pp | USD14.89 +18.1% | 24 qtrs — |
| 57 | ENGINEERS GATE MANAGER LP | 10.3K +10.3K (+100.0%) | 181.3K +181.3K (+100.0%) | 0.09% +0.089 pp | 0.00% +0.002 pp | USD17.58 +0.0% | 1 qtrs NEW |
| 58 | BANK OF AMERICA CORP /DE/ | 10.1K +6.5K (+176.4%) | 178.4K +120.4K (+207.8%) | 0.09% +0.055 pp | 0.00% +0.000 pp | USD15.89 +10.6% | 33 qtrs — |
| 59 | STRID GROUP, LLC | 10.0K +— (+0.0%) | 175.8K +17.9K (+11.3%) | 0.09% -0.001 pp | 0.02% +0.002 pp | USD9.90 +77.6% | 8 qtrs — |
| 60 | STRS OHIO | 7.2K +— (+0.0%) | 126.6K +12.9K (+11.3%) | 0.06% -0.001 pp | 0.00% +0.000 pp | USD12.89 +36.4% | 3 qtrs — |
| 61 | DEUTSCHE BANK AG\ | 7.1K +— (+0.0%) | 125.3K +12.8K (+11.3%) | 0.06% -0.002 pp | 0.00% +0.000 pp | USD15.79 +11.3% | 2 qtrs — |
| 62 | CANADA PENSION PLAN INVESTMENT BOARD | 6.4K +6.4K (+100.0%) | 112.5K +112.5K (+100.0%) | 0.06% +0.055 pp | 0.00% +0.000 pp | USD17.58 +0.0% | 1 qtrs NEW |
| 63 | METLIFE INVESTMENT MANAGEMENT, LLC | 5.6K -55.0 (-1.0%) | 98.1K +9.1K (+10.2%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD15.79 +11.3% | 2 qtrs — |
| 64 | ROYAL BANK OF CANADA | 5.2K -640.0 (-11.0%) | 91.0K -1.0K (-1.1%) | 0.04% -0.007 pp | 0.00% +0.000 pp | USD11.91 +47.6% | 21 qtrs — |
| 65 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 4.4K +132.0 (+3.1%) | 77.3K +10.0K (+14.8%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD13.03 +34.9% | 3 qtrs — |
| 66 | NEW YORK STATE COMMON RETIREMENT FUND | 3.6K +— (+0.0%) | 63.3K +6.4K (+11.3%) | 0.03% -0.001 pp | 0.00% +0.000 pp | USD12.89 +36.4% | 3 qtrs — |
| 67 | PNC FINANCIAL SERVICES GROUP, INC. | 3.5K +7.0 (+0.2%) | 60.8K +6.3K (+11.6%) | 0.03% -0.001 pp | 0.00% +0.000 pp | USD11.12 +58.1% | 7 qtrs — |
| 68 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 2.1K +— (+0.0%) | 37.2K +3.8K (+11.3%) | 0.02% -0.001 pp | 0.00% +0.000 pp | USD15.79 +11.3% | 2 qtrs — |
| 69 | BESSEMER GROUP INC | 2.1K +— (+0.0%) | 37.0K +3.0K (+8.8%) | 0.02% -0.001 pp | 0.00% +0.000 pp | USD12.89 +36.4% | 3 qtrs — |
| 70 | BNP PARIBAS ARBITRAGE, SNC | 2.1K -2.1K (-50.8%) | 36.2K -29.9K (-45.3%) | 0.02% -0.020 pp | 0.00% +0.000 pp | USD14.60 +20.4% | 23 qtrs — |
| 71 | CWM, LLC | 1.6K -561.0 (-26.4%) | 28.0K -6.0K (-17.6%) | 0.01% -0.005 pp | 0.00% +0.000 pp | USD15.79 +11.3% | 2 qtrs — |
| 72 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 1.2K +1.2K (+100.0%) | 20.0K +20.0K (+100.0%) | 0.01% +0.010 pp | 0.00% +0.000 pp | USD17.58 +0.0% | 1 qtrs NEW |
| 73 | AMERITAS INVESTMENT PARTNERS, INC. | 926.00 +— (+0.0%) | 16.3K +1.7K (+11.3%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD12.89 +36.4% | 3 qtrs — |
| 74 | TOWER RESEARCH CAPITAL LLC (TRC) | 907.00 +234.0 (+34.8%) | 15.9K +5.3K (+50.0%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD16.25 +8.2% | 23 qtrs — |
| 75 | LEGAL & GENERAL GROUP PLC | 815.00 +— (+0.0%) | 14.3K +1.5K (+11.3%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD12.89 +36.4% | 3 qtrs — |
| 76 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 569.00 +2.0 (+0.4%) | 10.0K +1.1K (+11.7%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD12.91 +36.2% | 3 qtrs — |
| 77 | FMR LLC | 552.00 +534.0 (+2,966.7%) | 9.7K +9.4K (+3,316.9%) | 0.00% +0.005 pp | 0.00% +0.000 pp | USD17.50 +0.5% | 3 qtrs — |
| 78 | STERLING CAPITAL MANAGEMENT LLC | 449.00 -69.0 (-13.3%) | 7.9K -286.0 (-3.5%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD14.64 +20.1% | 3 qtrs — |
| 79 | AMALGAMATED BANK | 291.00 -19.0 (-6.1%) | 5.0K +— (+0.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD12.89 +36.4% | 3 qtrs — |
| 80 | CITIGROUP INC | 209.00 +53.0 (+34.0%) | 3.7K +1.2K (+49.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD14.33 +22.7% | 9 qtrs — |
| 81 | COVESTOR LTD | 118.00 +17.0 (+16.8%) | 2.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD16.03 +9.7% | 2 qtrs — |
| 82 | GAMMA INVESTING LLC | 104.00 +74.0 (+246.7%) | 1.8K +1.4K (+285.7%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD17.05 +3.1% | 2 qtrs — |
| 83 | ALLWORTH FINANCIAL LP | 102.00 +15.0 (+17.2%) | 1.8K +420.0 (+30.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD16.04 +9.6% | 2 qtrs — |
| 84 | IFP ADVISORS, INC | 90.00 +86.0 (+2,150.0%) | 1.6K +1.5K (+2,411.1%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD17.49 +0.5% | 2 qtrs — |
| 85 | TRUE WEALTH DESIGN, LLC | 14.00 -5.0 (-26.3%) | 247.00 -54.0 (-17.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.79 +11.3% | 2 qtrs — |
| 86 | MAI CAPITAL MANAGEMENT | 11.00 +11.0 (+100.0%) | 194.00 +194.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD17.55 +0.2% | 1 qtrs NEW |
| 87 | SJS INVESTMENT CONSULTING INC. | 8.00 +8.0 (+100.0%) | 141.00 +141.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD17.50 +0.5% | 1 qtrs NEW |
| 88 | CLEARSTEAD ADVISORS, LLC | 4.00 -22.0 (-84.6%) | 71.00 -340.0 (-82.7%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD15.75 +11.6% | 2 qtrs — |
| 89 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | — -16.2K (-100.0%) | — -256.1K (-100.0%) | 0.00% -0.145 pp | 0.00% -0.073 pp | USD— | 2 qtrs SOLD |
| 90 | SBI SECURITIES CO., LTD. | — -1.0 (-100.0%) | — -16.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 5 qtrs SOLD |
| 91 | SRS CAPITAL ADVISORS, INC. | — -383.0 (-100.0%) | — -6.0K (-100.0%) | 0.00% -0.003 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 | 0.09% | 86.1K | 0.63% |
| 2 | iShares Micro-Cap ETF IWC | 0.05% | 675.9K | 0.60% |
| 3 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.03% | 305.9K | 0.20% |
| 4 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS | 0.02% | 79.3K | 0.38% |
| 5 | Avantis U.S. Small Cap Value ETF AVUV | 0.02% | 4.51M | 0.25% |
| 6 | iShares Russell 2000 Value ETF IWN | 0.01% | 1.86M | 0.24% |
| 7 | Dimensional - US Small Cap Value ETF DFSV | 0.01% | 1.04M | 0.30% |
| 8 | Avantis U.S. Small Cap Equity ETF AVSC | 0.01% | 373.8K | 0.25% |
| 9 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 104.0K | 0.06% |
| 10 | Invesco RAFI US 1500 Small-Mid ETF PRFZ | 0.01% | 220.6K | 0.34% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | Imbesi Anthony Mark | Director | P-Purchase | A | COMMON STOCK | 1,000 | 17.38 | 17.4K | 386,156 | D | ↗ |
| 2026-05-07 | Holland Robert T. | Director | M-Exempt | A | COMMON STOCK | 10,500 | 7.62 | 80.0K | 88,052 | D | ↗ |
| 2026-04-30 | Warriner Kenneth Thomas | Director | P-Purchase | A | COMMON STOCK | 1,000 | 18.42 | 18.4K | 2,000 | D | ↗ |
| 2026-04-29 | Hollin Edward J. | Director | M-Exempt | D | Stock Options | 200 | 13.00 | 2.6K | 0 | D | ↗ |
| 2026-04-27 | Warriner Kenneth Thomas | Director | — | — | COMMON STOCK | 0 | 0.00 | — | 1,000 | D | ↗ |
| 2026-03-13 | Martindell Clarence Addis | Officer | M-Exempt | A | COMMON STOCK | 4,000 | 9.50 | 38.0K | 20,970 | D | ↗ |
| 2026-03-06 | Collier George C. III | Director | M-Exempt | A | COMMON STOCK | 200 | 13.88 | 2.8K | 66,436 | D | ↗ |
| 2025-11-17 | Martindell Clarence Addis | Officer | A-Award | A | EMPLOYEE STOCK OPTION | 12,000 | 14.43 | 173.2K | 12,000 | D | ↗ |
| 2025-11-17 | Lindsay Denise | Director / Officer | A-Award | A | EMPLOYEE STOCK OPTION | 20,000 | 14.43 | 288.6K | 20,000 | D | ↗ |
| 2025-11-17 | Fox Andrew Nathan | Officer | A-Award | A | EMPLOYEE STOCK OPTION | 3,500 | 14.43 | 50.5K | 3,500 | D | ↗ |
| 2025-11-17 | Annas Christopher J. | Director / Officer | A-Award | A | EMPLOYEE STOCK OPTION | 40,000 | 14.43 | 577.2K | 40,000 | D | ↗ |
| 2025-08-27 | Imbesi Anthony Mark | Director | P-Purchase | A | COMMON STOCK | 522 | 15.73 | 8.2K | 385,156 | D | ↗ |
| 2025-08-08 | Lindsay Denise | Director / Officer | M-Exempt | A | COMMON STOCK | 5,000 | 8.50 | 42.5K | 93,600 | D | ↗ |
| 2025-08-07 | Collier George C. III | Director | M-Exempt | D | Stock Options | 10,500 | 7.62 | 80.0K | 0 | D | ↗ |
| 2025-08-01 | Hollin Edward J. | Director | M-Exempt | A | COMMON STOCK | 100 | 10.44 | 1.0K | 50,726 | D | ↗ |
| 2025-05-19 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 54 | 14.30 | 775.10 | 77,007 | D | ↗ |
| 2025-05-09 | Casciato Robert M. | Director | P-Purchase | A | COMMON STOCK | 200 | 13.67 | 2.7K | 215,396 | D | ↗ |
| 2025-05-08 | Lindsay Denise | Director / Officer | P-Purchase | A | COMMON STOCK | 111 | 13.61 | 1.5K | 88,500 | D | ↗ |
| 2025-04-04 | Martindell Clarence Addis | Officer | — | — | COMMON STOCK | 0 | 0.00 | — | 16,970 | D | ↗ |
| 2025-01-31 | Lindsay Denise | Director / Officer | M-Exempt | A | COMMON STOCK | 1,120 | 8.90 | 10.0K | 88,000 | D | ↗ |
| 2025-01-30 | Annas Christopher J. | Director / Officer | M-Exempt | D | EMPLOYEE STOCK OPTION | 10,750 | 7.14 | 76.8K | 0 | D | ↗ |
| 2024-11-21 | Martindell Clarence Addis | Officer | — | — | EMPLOYEE STOCK OPTION | 12,000 | 14.50 | 174.0K | 0 | D | ↗ |
| 2024-11-21 | Lindsay Denise | Director / Officer | A-Award | A | EMPLOYEE STOCK OPTION | 20,000 | 14.50 | 290.0K | 20,000 | D | ↗ |
| 2024-11-21 | Fox Andrew Nathan | Officer | A-Award | A | EMPLOYEE STOCK OPTION | 3,500 | 14.50 | 50.8K | 3,500 | D | ↗ |
| 2024-11-21 | Annas Christopher J. | Director / Officer | A-Award | A | EMPLOYEE STOCK OPTION | 40,000 | 14.50 | 580.0K | 40,000 | D | ↗ |
| 2024-08-19 | Imbesi Anthony Mark | Director | P-Purchase | A | COMMON STOCK | 1,000 | 10.74 | 10.7K | 384,634 | — | ↗ |
| 2024-08-19 | Annas Christopher J. | Director / Officer | P-Purchase | A | COMMON STOCK | 2,000 | 10.70 | 21.4K | 362,378 | — | ↗ |
| 2024-08-09 | Lindsay Denise | Director / Officer | P-Purchase | A | COMMON STOCK | 1,500 | 10.68 | 16.0K | 84,000 | — | ↗ |
| 2024-05-14 | Annas Christopher J. | Director / Officer | P-Purchase | A | COMMON STOCK | 1,000 | 9.19 | 9.2K | 360,378 | — | ↗ |
| 2024-05-10 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 500 | 9.10 | 4.6K | 76,953 | — | ↗ |
| 2024-05-09 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 500 | 9.08 | 4.5K | 76,453 | — | ↗ |
| 2024-05-07 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 500 | 9.00 | 4.5K | 75,953 | — | ↗ |
| 2024-05-06 | Hollin Edward J. | Director | P-Purchase | A | COMMON STOCK | 500 | 9.13 | 4.6K | 50,626 | — | ↗ |
| 2024-05-03 | Hollin Edward J. | Director | P-Purchase | A | COMMON STOCK | 500 | 9.24 | 4.6K | 50,126 | — | ↗ |
| 2024-05-03 | Annas Christopher J. | Director / Officer | P-Purchase | A | COMMON STOCK | 1,500 | 9.31 | 14.0K | 359,378 | — | ↗ |
| 2024-05-02 | Lindsay Denise | Director / Officer | P-Purchase | A | COMMON STOCK | 500 | 8.87 | 4.4K | 82,500 | — | ↗ |
| 2024-05-02 | Annas Christopher J. | Director / Officer | A-Award | A | COMMON STOCK | 5,360 | 8.73 | 46.8K | 357,878 | — | ↗ |
| 2024-05-01 | Lindsay Denise | Director / Officer | P-Purchase | A | COMMON STOCK | 2,000 | 9.01 | 18.0K | 82,000 | — | ↗ |
| 2024-03-13 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 500 | 9.97 | 5.0K | 74,453 | — | ↗ |
| 2024-03-05 | Imbesi Anthony Mark | Director | P-Purchase | A | COMMON STOCK | 1,000 | 9.85 | 9.9K | 383,634 | — | ↗ |
| 2024-03-01 | Hollin Edward J. | Director | P-Purchase | A | COMMON STOCK | 1,000 | 9.68 | 9.7K | 49,626 | — | ↗ |
| 2024-03-01 | Annas Christopher J. | Director / Officer | P-Purchase | A | COMMON STOCK | 2,000 | 9.64 | 19.3K | 356,378 | — | ↗ |
| 2024-02-26 | Lindsay Denise | Director / Officer | P-Purchase | A | COMMON STOCK | 2,000 | 9.66 | 19.3K | 80,000 | — | ↗ |
| 2024-02-22 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 1,000 | 9.88 | 9.9K | 73,953 | — | ↗ |
| 2024-02-22 | Annas Christopher J. | Director / Officer | P-Purchase | A | COMMON STOCK | 2,000 | 9.93 | 19.9K | 354,378 | — | ↗ |
| 2024-02-21 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 500 | 9.86 | 4.9K | 72,453 | — | ↗ |
| 2023-12-19 | Lindsay Denise | Director / Officer | M-Exempt | A | COMMON STOCK | 1,120 | 8.50 | 9.5K | 78,000 | — | ↗ |
| 2023-11-01 | Martindell Clarence Addis | Officer | — | — | EMPLOYEE STOCK OPTION | 6,000 | 10.00 | 60.0K | 0 | D | ↗ |
| 2023-11-01 | Lindsay Denise | Director / Officer | P-Purchase | A | COMMON STOCK | 7 | 9.99 | 69.93 | 75,347 | — | ↗ |
| 2023-11-01 | Annas Christopher J. | Director / Officer | A-Award | A | EMPLOYEE STOCK OPTION | 20,000 | 10.00 | 200.0K | 20,000 | — | ↗ |
| 2023-06-14 | Imbesi Anthony Mark | Director | P-Purchase | A | COMMON STOCK | 4,365 | 10.05 | 43.8K | 382,634 | — | ↗ |
| 2023-05-15 | Imbesi Anthony Mark | Director | P-Purchase | A | COMMON STOCK | 600 | 9.15 | 5.5K | 377,924 | — | ↗ |
| 2023-05-15 | Annas Christopher J. | Director / Officer | P-Purchase | A | COMMON STOCK | 5,000 | 9.10 | 45.5K | 352,378 | — | ↗ |
| 2023-05-09 | Casciato Robert M. | Director | P-Purchase | A | COMMON STOCK | 656 | 8.49 | 5.6K | 212,837 | — | ↗ |
| 2023-05-08 | Lindsay Denise | Director / Officer | P-Purchase | A | COMMON STOCK | 500 | 8.60 | 4.3K | 75,030 | — | ↗ |
| 2023-05-08 | Imbesi Anthony Mark | Director | P-Purchase | A | COMMON STOCK | 200 | 8.65 | 1.7K | 375,307 | — | ↗ |
| 2023-05-08 | Hollin Edward J. | Director | P-Purchase | A | COMMON STOCK | 1,000 | 8.61 | 8.6K | 48,626 | — | ↗ |
| 2023-05-08 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 4,000 | 8.75 | 35.0K | 71,952 | — | ↗ |
| 2023-05-08 | Helmig Christine Marie | Director | P-Purchase | A | COMMON STOCK | 833 | 8.68 | 7.2K | 2,433 | — | ↗ |
| 2023-05-08 | Casciato Robert M. | Director | P-Purchase | A | COMMON STOCK | 18 | 8.81 | 158.58 | 208,836 | — | ↗ |
| 2023-05-05 | Lindsay Denise | Director / Officer | P-Purchase | A | COMMON STOCK | 15 | 8.40 | 126.00 | 72,630 | — | ↗ |
| 2023-05-05 | Imbesi Anthony Mark | Director | P-Purchase | A | COMMON STOCK | 303 | 8.60 | 2.6K | 373,927 | — | ↗ |
| 2023-05-05 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 4,000 | 8.71 | 34.8K | 67,952 | — | ↗ |
| 2023-05-05 | Helmig Christine Marie | Director | P-Purchase | A | COMMON STOCK | 833 | 8.71 | 7.3K | 3,266 | — | ↗ |
| 2023-05-05 | Casciato Robert M. | Director | P-Purchase | A | COMMON STOCK | 827 | 8.60 | 7.1K | 204,489 | — | ↗ |
| 2023-03-15 | Casciato Robert M. | Director | M-Exempt | A | COMMON STOCK | 100 | 20.89 | 2.1K | 103,098 | — | ↗ |
| 2023-03-15 | Annas Christopher J. | Director / Officer | M-Exempt | D | EMPLOYEE STOCK OPTION | 5,000 | 14.29 | 71.4K | 2,875 | — | ↗ |
| 2023-03-14 | Collier George C. III | Director | P-Purchase | A | COMMON STOCK | 4,000 | 14.36 | 57.4K | 55,536 | — | ↗ |
| 2023-03-13 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 400 | 27.48 | 11.0K | 31,976 | — | ↗ |
| 2023-03-06 | Lindsay Denise | Director / Officer | M-Exempt | A | COMMON STOCK | 3,000 | 17.01 | 51.0K | 35,615 | — | ↗ |
| 2023-03-06 | Kochka Charles D. | Officer | M-Exempt | A | COMMON STOCK | 475 | 18.00 | 8.6K | 20,475 | — | ↗ |
| 2023-01-19 | Kochka Charles D. | Officer | M-Exempt | A | COMMON STOCK | 775 | 18.00 | 14.0K | 20,000 | — | ↗ |
| 2023-01-09 | Kochka Charles D. | Officer | M-Exempt | A | COMMON STOCK | 2,500 | 18.00 | 45.0K | 19,225 | — | ↗ |
| 2022-10-28 | Helmig Christine Marie | Director | — | D | COMMON STOCK | 0 | 0.00 | — | 800 | — | ↗ |
| 2022-08-22 | McGarry Randall J | Officer | A-Award | A | EMPLOYEE STOCK OPTION | 2,000 | 0.00 | — | 2,000 | — | ↗ |
| 2022-08-22 | Martindell Clarence Addis | Officer | — | — | EMPLOYEE STOCK OPTION | 12,000 | 15.92 | 191.0K | 0 | D | ↗ |
| 2022-08-22 | Lindsay Denise | Director / Officer | A-Award | A | EMPLOYEE STOCK OPTION | 9,000 | 31.85 | 286.7K | 9,000 | — | ↗ |
| 2022-08-22 | Kochka Charles D. | Officer | A-Award | A | EMPLOYEE STOCK OPTION | 5,000 | 0.00 | — | 5,000 | — | ↗ |
| 2022-08-22 | Cafarchio Joseph L. | Officer | A-Award | A | EMPLOYEE STOCK OPTION | 5,000 | 31.85 | 159.3K | 5,000 | — | ↗ |
| 2022-08-10 | Kochka Charles D. | Officer | M-Exempt | A | COMMON STOCK | 2,000 | 19.00 | 38.0K | 15,975 | — | ↗ |
| 2022-05-10 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 1,000 | 31.00 | 31.0K | 31,376 | — | ↗ |
| 2022-05-05 | Kochka Charles D. | Officer | M-Exempt | A | COMMON STOCK | 4,250 | 17.80 | 75.7K | 13,975 | — | ↗ |
| 2022-03-11 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 500 | 33.75 | 16.9K | 30,376 | — | ↗ |
| 2022-03-04 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 1,000 | 34.50 | 34.5K | 29,876 | — | ↗ |
| 2022-02-28 | Annas Christopher J. | Director / Officer | A-Award | A | EMPLOYEE STOCK OPTION | 20,000 | 35.52 | 710.4K | 20,000 | — | ↗ |
| 2022-02-07 | Kochka Charles D. | Officer | M-Exempt | A | COMMON STOCK | 2,250 | 17.01 | 38.3K | 9,725 | — | ↗ |
| 2022-02-03 | Lindsay Denise | Director / Officer | M-Exempt | A | EMPLOYEE STOCK OPTION | 5,000 | 15.24 | 76.2K | 1,000 | — | ↗ |
| 2022-02-03 | Imbesi Anthony Mark | Director | P-Purchase | A | COMMON STOCK | 16 | 37.64 | 602.24 | 185,023 | — | ↗ |
| 2022-02-03 | Hollin Edward J. | Director | M-Exempt | A | COMMON STOCK | 2,625 | 15.24 | 40.0K | 0 | — | ↗ |
| 2021-12-29 | Slack Kenneth H. | Director | M-Exempt | A | COMMON STOCK | 3,047 | 15.24 | 46.4K | 33,169 | — | ↗ |
| 2021-12-29 | Annas Christopher J. | Director / Officer | M-Exempt | A | COMMON STOCK | 21,000 | 12.38 | 260.0K | 161,189 | — | ↗ |
| 2021-11-29 | Lindsay Denise | Director / Officer | M-Exempt | A | COMMON STOCK | 1,000 | 15.24 | 15.2K | 27,615 | — | ↗ |
| 2021-11-04 | Slack Kenneth H. | Director | A-Award | A | EMPLOYEE STOCK OPTION | 100 | 31.00 | 3.1K | 100 | — | ↗ |
| 2021-11-04 | Imbesi Anthony Mark | Director | A-Award | A | EMPLOYEE STOCK OPTION | 100 | 31.00 | 3.1K | 100 | — | ↗ |
| 2021-11-04 | Hollin Edward J. | Director | A-Award | A | EMPLOYEE STOCK OPTION | 100 | 31.00 | 3.1K | 100 | — | ↗ |
| 2021-11-04 | Holland Robert T. | Director | A-Award | A | EMPLOYEE STOCK OPTION | 100 | 31.00 | 3.1K | 100 | — | ↗ |
| 2021-11-04 | Collier George C. III | Director | A-Award | A | EMPLOYEE STOCK OPTION | 100 | 31.00 | 3.1K | 100 | — | ↗ |
| 2021-11-04 | Casciato Robert M. | Director | A-Award | A | EMPLOYEE STOCK OPTION | 100 | 31.00 | 3.1K | 100 | — | ↗ |
| 2021-09-08 | Lindsay Denise | Director / Officer | M-Exempt | A | COMMON STOCK | 375 | 15.24 | 5.7K | 26,615 | — | ↗ |
| 2021-08-16 | Slack Kenneth H. | Director | L-Small | A | COMMON STOCK | 122 | 28.32 | 3.5K | 30,122 | — | ↗ |
| 2021-08-13 | Lindsay Denise | Director / Officer | M-Exempt | A | COMMON STOCK | 1,000 | 15.24 | 15.2K | 26,240 | — | ↗ |
| 2021-08-03 | Slack Kenneth H. | Director | M-Exempt | A | COMMON STOCK | 2,203 | 15.24 | 33.6K | 30,000 | — | ↗ |
| 2021-08-02 | Casciato Robert M. | Director | P-Purchase | A | COMMON STOCK | 7,202 | 27.00 | 194.5K | 91,954 | — | ↗ |
| 2021-07-29 | Slack Kenneth H. | Director | A-Award | A | EMPLOYEE STOCK OPTION | 100 | 26.00 | 2.6K | 100 | — | ↗ |
| 2021-07-29 | Imbesi Anthony Mark | Director | A-Award | A | EMPLOYEE STOCK OPTION | 100 | 26.00 | 2.6K | 100 | — | ↗ |
| 2021-07-29 | Hollin Edward J. | Director | A-Award | A | EMPLOYEE STOCK OPTION | 100 | 26.00 | 2.6K | 100 | — | ↗ |
| 2021-07-29 | Holland Robert T. | Director | A-Award | A | EMPLOYEE STOCK OPTION | 100 | 26.00 | 2.6K | 100 | — | ↗ |
| 2021-07-29 | Collier George C. III | Director | A-Award | A | EMPLOYEE STOCK OPTION | 100 | 26.00 | 2.6K | 100 | — | ↗ |
| 2021-07-29 | Casciato Robert M. | Director | P-Purchase | A | COMMON STOCK | 100 | 26.59 | 2.7K | 84,752 | — | ↗ |
| 2021-07-27 | Casciato Robert M. | Director | M-Exempt | A | COMMON STOCK | 5,250 | 15.24 | 80.0K | 81,954 | — | ↗ |
| 2021-06-14 | Lindsay Denise | Director / Officer | M-Exempt | D | Employee Stock Option | 500 | 15.24 | 7.6K | 7,375 | — | ↗ |
| 2021-05-21 | Slack Kenneth H. | Director | A-Award | A | EMPLOYEE STOCK OPTION | 100 | 27.75 | 2.8K | 100 | — | ↗ |
| 2021-05-21 | McGarry Randall J | Officer | A-Award | A | EMPLOYEE STOCK OPTION | 4,000 | 27.75 | 111.0K | 4,000 | — | ↗ |
| 2021-05-21 | Martindell Clarence Addis | Officer | — | — | EMPLOYEE STOCK OPTION | 12,000 | 13.88 | 166.6K | 0 | D | ↗ |
| 2021-05-21 | Lindsay Denise | Director / Officer | A-Award | A | EMPLOYEE STOCK OPTION | 9,000 | 27.75 | 249.8K | 9,000 | — | ↗ |
| 2021-05-21 | Kochka Charles D. | Officer | A-Award | A | EMPLOYEE STOCK OPTION | 6,000 | 27.75 | 166.5K | 6,000 | — | ↗ |
| 2021-05-21 | Imbesi Anthony Mark | Director | A-Award | A | EMPLOYEE STOCK OPTION | 100 | 27.75 | 2.8K | 100 | — | ↗ |
| 2021-05-21 | Hollin Edward J. | Director | A-Award | A | EMPLOYEE STOCK OPTION | 100 | 27.75 | 2.8K | 100 | — | ↗ |
| 2021-05-21 | Holland Robert T. | Director | A-Award | D | EMPLOYEE STOCK OPTION | 100 | 27.75 | 2.8K | 100 | — | ↗ |
| 2021-05-21 | Collier George C. III | Director | A-Award | A | EMPLOYEE STOCK OPTION | 100 | 27.75 | 2.8K | 100 | — | ↗ |
| 2021-05-21 | Casciato Robert M. | Director | A-Award | A | EMPLOYEE STOCK OPTION | 100 | 27.75 | 2.8K | 100 | — | ↗ |
| 2021-05-21 | Cafarchio Joseph L. | Officer | A-Award | A | EMPLOYEE STOCK OPTION | 100 | 27.75 | 2.8K | 6,000 | — | ↗ |
| 2021-02-26 | Slack Kenneth H. | Director | A-Award | A | Stock Options | 100 | 24.44 | 2.4K | 100 | — | ↗ |
| 2021-02-26 | Imbesi Anthony Mark | Director | A-Award | A | Stock Options | 100 | 24.44 | 2.4K | 100 | — | ↗ |
| 2021-02-26 | Hollin Edward J. | Director | A-Award | A | Stock Options | 100 | 24.44 | 2.4K | 100 | — | ↗ |
| 2021-02-26 | Holland Robert T. | Director | A-Award | A | Stock Options | 100 | 24.44 | 2.4K | 100 | — | ↗ |
| 2021-02-26 | Collier George C. III | Director | A-Award | A | Stock Options | 100 | 24.44 | 2.4K | 100 | — | ↗ |
| 2021-02-26 | Casciato Robert M. | Director | A-Award | A | Stock Options | 100 | 24.44 | 2.4K | 100 | — | ↗ |
| 2021-02-25 | Annas Christopher J. | Director / Officer | A-Award | A | COMMON STOCK | 10,000 | 26.36 | 263.6K | 150,189 | — | ↗ |
| 2021-02-19 | Lindsay Denise | Director / Officer | F-InKind | D | COMMON STOCK | 3,301 | 25.00 | 82.5K | 24,740 | — | ↗ |
| 2021-02-19 | Kochka Charles D. | Officer | M-Exempt | D | Employee Stock Option | 1,050 | 15.24 | 16.0K | 0 | — | ↗ |
| 2021-02-19 | Cafarchio Joseph L. | Officer | M-Exempt | A | Employee Stock Option | 4,410 | 11.79 | 52.0K | 0 | — | ↗ |
| 2020-11-18 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 1,000 | 18.68 | 18.7K | 28,876 | — | ↗ |
| 2020-11-04 | Slack Kenneth H. | Director | A-Award | A | Stock Options | 200 | 18.00 | 3.6K | 5,650 | — | ↗ |
| 2020-11-04 | McGarry Randall J | Officer | A-Award | A | Employee Stock Option | 3,000 | 18.00 | 54.0K | 8,000 | — | ↗ |
| 2020-11-04 | Martindell Clarence Addis | Officer | — | — | EMPLOYEE STOCK OPTION | 10,000 | 9.00 | 90.0K | 0 | D | ↗ |
| 2020-11-04 | Lindsay Denise | Director / Officer | A-Award | A | Employee Stock Option | 7,500 | 18.00 | 135.0K | 42,375 | — | ↗ |
| 2020-11-04 | Kochka Charles D. | Officer | A-Award | A | Employee Stock Option | 5,000 | 18.00 | 90.0K | 16,739 | — | ↗ |
| 2020-11-04 | Imbesi Anthony Mark | Director | A-Award | A | Stock Options | 200 | 18.00 | 3.6K | 400 | — | ↗ |
| 2020-11-04 | Hollin Edward J. | Director | A-Award | A | Stock Options | 200 | 18.00 | 3.6K | 3,025 | — | ↗ |
| 2020-11-04 | Holland Robert T. | Director | A-Award | A | Stock Options | 200 | 18.00 | 3.6K | 5,650 | — | ↗ |
| 2020-11-04 | Collier George C. III | Director | A-Award | A | Stock Options | 200 | 18.00 | 3.6K | 5,650 | — | ↗ |
| 2020-11-04 | Casciato Robert M. | Director | A-Award | A | Stock Options | 200 | 18.00 | 3.6K | 5,650 | — | ↗ |
| 2020-11-04 | Cafarchio Joseph L. | Officer | A-Award | A | Employee Stock Option | 5,000 | 18.00 | 90.0K | 23,510 | — | ↗ |
| 2020-11-04 | Annas Christopher J. | Director / Officer | A-Award | A | Employee Stock Option | 15,000 | 18.00 | 270.0K | 104,875 | — | ↗ |
| 2020-08-26 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 500 | 15.25 | 7.6K | 27,876 | — | ↗ |
| 2020-08-25 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 200 | 15.32 | 3.1K | 27,176 | — | ↗ |
| 2020-08-25 | Collier George C. III | Director | P-Purchase | A | COMMON STOCK | 2,000 | 15.15 | 30.3K | 25,768 | — | ↗ |
| 2020-08-20 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 500 | 15.20 | 7.6K | 26,976 | — | ↗ |
| 2020-08-19 | Collier George C. III | Director | P-Purchase | A | COMMON STOCK | 1,000 | 15.25 | 15.3K | 23,768 | — | ↗ |
| 2020-08-06 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 500 | 15.31 | 7.7K | 26,476 | — | ↗ |
| 2020-07-30 | Kochka Charles D. | Officer | P-Purchase | A | COMMON STOCK | 689 | 11.79 | 8.1K | 5,950 | — | ↗ |
| 2020-06-02 | Lindsay Denise | Director / Officer | P-Purchase | A | COMMON STOCK | 500 | 14.88 | 7.4K | 21,041 | — | ↗ |
| 2020-06-02 | Annas Christopher J. | Director / Officer | P-Purchase | A | COMMON STOCK | 859 | 15.00 | 12.9K | 210,205 | — | ↗ |
| 2020-05-07 | Imbesi Anthony Mark | Director | P-Purchase | A | COMMON STOCK | 500 | 16.91 | 8.5K | 185,007 | — | ↗ |
| 2020-05-06 | Casciato Robert M. | Director | P-Purchase | A | COMMON STOCK | 25 | 16.00 | 400.00 | 76,704 | — | ↗ |
| 2020-05-05 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 1,800 | 14.50 | 26.1K | 25,476 | — | ↗ |
| 2020-05-04 | Lindsay Denise | Director / Officer | P-Purchase | A | COMMON STOCK | 68 | 14.88 | 1.0K | 20,509 | — | ↗ |
| 2020-05-01 | Annas Christopher J. | Director / Officer | P-Purchase | A | COMMON STOCK | 360 | 14.50 | 5.2K | 206,257 | — | ↗ |
| 2020-04-02 | Slack Kenneth H. | Director | A-Award | A | Stock Options | 100 | 13.48 | 1.3K | 5,450 | — | ↗ |
| 2020-04-02 | Imbesi Anthony Mark | Director | A-Award | A | Stock Options | 100 | 13.48 | 1.3K | 200 | — | ↗ |
| 2020-04-02 | Hollin Edward J. | Director | A-Award | A | Stock Options | 100 | 13.48 | 1.3K | 2,825 | — | ↗ |
| 2020-04-02 | Holland Robert T. | Director | A-Award | A | Stock Options | 100 | 13.48 | 1.3K | 5,450 | — | ↗ |
| 2020-04-02 | Collier George C. III | Director | A-Award | A | Stock Options | 100 | 13.48 | 1.3K | 5,450 | — | ↗ |
| 2020-04-02 | Casciato Robert M. | Director | A-Award | A | Stock Options | 100 | 13.48 | 1.3K | 5,450 | — | ↗ |
| 2020-03-13 | Annas Christopher J. | Director / Officer | P-Purchase | A | COMMON STOCK | 4,000 | 16.50 | 66.0K | 205,897 | — | ↗ |
| 2020-03-12 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 288 | 17.10 | 4.9K | 23,676 | — | ↗ |
| 2020-03-12 | Casciato Robert M. | Director | P-Purchase | A | COMMON STOCK | 5,500 | 18.25 | 100.4K | 73,579 | — | ↗ |
| 2020-03-10 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 212 | 18.30 | 3.9K | 23,388 | — | ↗ |
| 2020-02-27 | Imbesi Anthony Mark | Director | M-Exempt | D | Employee Stock Option | 5,250 | 15.24 | 80.0K | 0 | — | ↗ |
| 2020-02-05 | Slack Kenneth H. | Director | A-Award | A | Employee Stock Option | 100 | 20.89 | 2.1K | 5,350 | — | ↗ |
| 2020-02-05 | Lindsay Denise | Director / Officer | M-Exempt | D | Employee Stock Option | 717 | 11.79 | 8.5K | 34,875 | — | ↗ |
| 2020-02-05 | Kochka Charles D. | Officer | M-Exempt | D | Employee Stock Option | 689 | 11.79 | 8.1K | 13,117 | — | ↗ |
| 2020-02-05 | Imbesi Anthony Mark | Director | A-Award | A | Employee Stock Option | 100 | 20.89 | 2.1K | 5,350 | — | ↗ |
| 2020-02-05 | Hollin Edward J. | Director | A-Award | A | Employee Stock Option | 100 | 20.89 | 2.1K | 2,725 | — | ↗ |
| 2020-02-05 | Holland Robert T. | Director | A-Award | A | Employee Stock Option | 100 | 20.89 | 2.1K | 5,350 | — | ↗ |
| 2020-02-05 | Collier George C. III | Director | A-Award | A | Employee Stock Option | 100 | 20.89 | 2.1K | 5,350 | — | ↗ |
| 2020-02-05 | Casciato Robert M. | Director | A-Award | A | Employee Stock Option | 100 | 20.89 | 2.1K | 5,350 | — | ↗ |
| 2019-08-02 | Kochka Charles D. | Officer | M-Exempt | A | Employee Stock Option | 689 | 11.79 | 8.1K | 13,117 | — | ↗ |
| 2019-08-02 | Annas Christopher J. | Director / Officer | P-Purchase | A | COMMON STOCK | 100 | 17.27 | 1.7K | 201,897 | — | ↗ |
| 2019-08-01 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 600 | 17.50 | 10.5K | 23,176 | — | ↗ |
| 2019-06-10 | Holland Robert T. | Director | P-Purchase | A | COMMON STOCK | 300 | 16.83 | 5.0K | 22,576 | — | ↗ |
| 2019-06-03 | McGarry Randall J | Officer | A-Award | A | Employee Stock Option | 1,000 | 17.01 | 17.0K | 5,000 | — | ↗ |
| 2019-06-03 | Martindell Clarence Addis | Officer | — | — | EMPLOYEE STOCK OPTION | 5,000 | 8.50 | 42.5K | 0 | D | ↗ |
| 2019-06-03 | Lindsay Denise | Director / Officer | A-Award | A | Employee Stock Option | 7,500 | 17.01 | 127.6K | 35,592 | — | ↗ |
| 2019-06-03 | Kochka Charles D. | Officer | A-Award | A | Employee Stock Option | 3,000 | 17.01 | 51.0K | 13,806 | — | ↗ |
| 2019-06-03 | Cafarchio Joseph L. | Officer | A-Award | A | Employee Stock Option | 5,000 | 17.01 | 85.1K | 18,510 | — | ↗ |
| 2019-06-03 | Annas Christopher J. | Director / Officer | A-Award | A | Employee Stock Option | 15,000 | 17.01 | 255.2K | 89,875 | — | ↗ |
| 2018-10-30 | McGarry Randall J | Officer | P-Purchase | A | COMMON STOCK | 1,000 | 16.95 | 17.0K | 1,000 | — | ↗ |
| 2018-10-01 | McGarry Randall J | Officer | — | D | Employee Stock Option | 4,000 | 17.20 | 68.8K | 0 | — | ↗ |
| 2018-09-06 | Imbesi Anthony Mark | Director | P-Purchase | A | COMMON STOCK | 3,000 | 17.41 | 52.2K | 179,257 | — | ↗ |
| 2018-09-06 | Casciato Robert M. | Director | P-Purchase | A | COMMON STOCK | 100 | 17.37 | 1.7K | 68,079 | — | ↗ |
| 2018-09-06 | Annas Christopher J. | Director / Officer | P-Purchase | A | COMMON STOCK | 4,000 | 17.41 | 69.6K | 201,597 | — | ↗ |
| 2018-05-24 | Martindell Clarence Addis | Officer | — | — | EMPLOYEE STOCK OPTION | 8,000 | 8.90 | 71.2K | 0 | D | ↗ |
| 2017-05-08 | Martindell Clarence Addis | Officer | — | — | EMPLOYEE STOCK OPTION | 4,000 | 9.50 | 38.0K | 0 | D | ↗ |
| 2004-09-30 | ROSE CLAYTON STUART | Director | A-Award | A | Phantom Stock Units | 117 | 0.00 | — | 2,199 | — | ↗ |
| 2004-09-30 | HRABOWSKI FREEMAN A III | Director | A-Award | A | Phantom Stock Units | 24,707 | 0.00 | — | 3,410 | — | ↗ |
| 2004-09-30 | DEERING ANTHONY W | Director | A-Award | A | Phantom Stock Units | 69 | 0.00 | — | 717 | — | ↗ |
| 2004-09-30 | BROWN EDDIE C | Director | A-Award | A | Phantom Stock Units | 72 | 0.00 | — | 292 | — | ↗ |
| 2004-09-30 | BRODY WILLIAM R MD PHD | Director | A-Award | A | Phantom Stock Units | 20 | 0.00 | — | 2,703 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Christopher J. Annas - Chairman, President and CEO | 622.0K | 510.0K | 264.0K | — | — | 282.0K | 1.68M | 15.73% | ↗ |
| 2 | 2025 | Denise Lindsay – Chief Financial Officer and EVP | 396.0K | 280.0K | 132.0K | — | — | 92.5K | 900.5K | 14.66% | ↗ |
| 3 | 2025 | Clarence A. Martindell - EVP, Commercial Real Estate Lending | 290.0K | 85.0K | 79.2K | — | — | 64.9K | 519.1K | 15.26% | ↗ |
| 4 | 2024 | Christopher J. Annas - Chairman, President and CEO | 568.0K | 350.0K | 302.4K | — | — | 143.6K | 1.36M | 22.17% | ↗ |
| 5 | 2024 | Denise Lindsay – Chief Financial Officer and EVP | 322.0K | 175.0K | 127.8K | — | — | 58.5K | 683.3K | 18.71% | ↗ |
| 6 | 2024 | Clarence A. Martindell - EVP, Commercial Real Estate Lending | 280.0K | 76.0K | 76.7K | — | — | 51.1K | 483.8K | 15.85% | ↗ |
| 7 | 2023 | Christopher J. Annas - Chairman, President and CEO | 537.0K | 250.0K | 46.8K | — | — | 185.3K | 1.02M | 4.59% | ↗ |
| 8 | 2023 | Christopher Annas – Chairman, President and CEO | 537.0K | 250.0K | — | 46.8K | — | 185.3K | 1.02M | 4.59% | ↗ |
| 9 | 2023 | Denise Lindsay – Chief Financial Officer and EVP | 309.0K | 235.0K | 23.4K | — | — | 66.9K | 634.3K | 3.69% | ↗ |
| 10 | 2023 | Charlie Kochka – Chief Lending Officer and EVP | 247.8K | 45.0K | — | — | — | 52.0K | 344.8K | 0.00% | ↗ |
| 11 | 2022 | Christopher Annas – Chairman, President and CEO | 516.0K | 400.0K | — | 232.6K | — | 151.7K | 1.30M | 17.89% | ↗ |
| 12 | 2022 | Christopher J. Annas - Chairman, President and CEO | 516.0K | 400.0K | 232.6K | — | — | 151.7K | 1.30M | 17.89% | ↗ |
| 13 | 2022 | Denise Lindsay – Chief Financial Officer and EVP | 300.0K | 250.0K | 95.5K | — | — | 57.7K | 703.2K | 13.58% | ↗ |
| 14 | 2022 | Charlie Kochka – Chief Lending Officer and EVP | 240.5K | 25.0K | — | 53.1K | — | 51.2K | 369.7K | 14.35% | ↗ |
| 15 | 2022 | Joseph Cafarchio – Chief Credit Officer and EVP | 124.8K | 20.0K | — | 53.1K | — | 42.8K | 240.7K | 22.04% | ↗ |
| 16 | 2021 | Christopher Annas – Chairman, President and CEO of the Corporation | 489.0K | 1.35M | — | 191.3K | — | 156.1K | 2.19M | 8.75% | ↗ |
| 17 | 2021 | Christopher Annas – Chairman, President and CEO | 489.0K | 1.35M | — | 191.3K | — | 156.1K | 2.19M | 8.75% | ↗ |
| 18 | 2021 | Denise Lindsay – Chief Financial Officer and EVP | 267.8K | 375.0K | — | 86.1K | — | 65.0K | 793.9K | 10.85% | ↗ |
| 19 | 2021 | Denise Lindsay – Chief Financial Officer and EVP of the Corporation | 267.8K | 375.0K | — | 86.1K | — | 65.0K | 793.9K | 10.85% | ↗ |
| 20 | 2021 | Randy McGarry – Chief Information Officer and SVP of the Corporation | 240.0K | 130.0K | — | 38.3K | — | 44.4K | 452.7K | 8.45% | ↗ |
| 21 | 2021 | Charlie Kochka – Chief Lending Officer and EVP | 233.5K | 100.0K | — | 57.4K | — | 55.9K | 446.8K | 12.85% | ↗ |
| 22 | 2021 | Charlie Kochka – Chief Lending Officer and EVP of the Corporation | 233.5K | 100.0K | — | 57.4K | — | 55.9K | 446.8K | 12.85% | ↗ |
| 23 | 2021 | Joseph Cafarchio – Chief Credit Officer and EVP of the Corporation | 245.9K | 80.0K | — | 57.4K | — | 52.7K | 436.0K | 13.17% | ↗ |
| 24 | 2021 | Joseph Cafarchio – Chief Credit Officer and EVP | 245.9K | 80.0K | — | 57.4K | — | 52.7K | 436.0K | 13.17% | ↗ |
| 25 | 2020 | Christopher Annas—Chairman, President and CEO of the Corporation | 465.0K | 380.0K | — | 75.0K | — | 149.2K | 1.07M | 7.02% | ↗ |
| 26 | 2020 | Christopher Annas – Chairman, President and CEO of the Corporation | 465.0K | 380.0K | — | 75.0K | — | 149.2K | 1.07M | 7.02% | ↗ |
| 27 | 2020 | Denise Lindsay—Chief Financial Officer and EVP of the Corporation | 259.9K | 130.0K | — | 37.5K | — | 63.3K | 490.7K | 7.65% | ↗ |
| 28 | 2020 | Denise Lindsay – Chief Financial Officer and EVP of the Corporation | 259.9K | 130.0K | — | 37.5K | — | 63.3K | 490.7K | 7.65% | ↗ |
| 29 | 2020 | Joseph Cafarchio – Chief Credit Officer and EVP of the Corporation | 238.7K | 46.0K | — | 25.0K | — | 53.3K | 363.0K | 6.89% | ↗ |
| 30 | 2020 | Joseph Cafarchio—Chief Credit Officer and EVP of the Corporation | 238.7K | 46.0K | — | 25.0K | — | 53.3K | 363.0K | 6.89% | ↗ |
| 31 | 2020 | Charlie Kochka—Chief Lending Officer and EVP of the Corporation | 226.6K | 30.0K | — | 25.0K | — | 57.6K | 339.3K | 7.37% | ↗ |
| 32 | 2020 | Charlie Kochka – Chief Lending Officer and EVP of the Corporation | 226.6K | 30.0K | — | 25.0K | — | 57.6K | 339.3K | 7.37% | ↗ |
| 33 | 2020 | Randy McGarry—Chief Information Officer and EVP of the Corporation | 221.5K | 45.0K | — | 15.0K | — | 40.7K | 322.2K | 4.66% | ↗ |
| 34 | 2020 | Randy McGarry – Chief Information Officer and SVP of the Corporation | 221.5K | 45.0K | — | 15.0K | — | 40.7K | 322.2K | 4.66% | ↗ |
| 35 | 2019 | Christopher Annas—Chairman, President and CEO of the Corporation | 450.0K | 275.0K | — | 73.4K | — | 139.1K | 937.6K | 7.83% | ↗ |
| 36 | 2019 | Denise Lindsay—Chief Financial Officer and EVP of the Corporation | 251.5K | 80.0K | — | 36.7K | — | 55.5K | 423.7K | 8.66% | ↗ |
| 37 | 2019 | Joseph Cafarchio—Chief Credit Officer and EVP of the Corporation | 231.0K | 35.0K | — | 24.5K | — | 49.8K | 340.3K | 7.19% | ↗ |
| 38 | 2019 | Charlie Kochka—Chief Lending Officer and EVP of the Corporation | 222.0K | 25.0K | — | 14.7K | — | 51.8K | 313.5K | 4.68% | ↗ |
| 39 | 2019 | Randy McGarry—Chief Information Officer and EVP of the Corporation | 215.0K | 10.0K | — | 4.9K | — | 27.7K | 257.6K | 1.90% | ↗ |
| 40 | 2019 | Randy McGarry—Chief Information Officer and SVP of the Corporation | 215.0K | 10.0K | — | 4.9K | — | 27.7K | 257.6K | 1.90% | ↗ |
| 41 | 2018 | Christopher Annas—Chairman, President and CEO of the Corporation | 431.9K | 149.0K | — | 82.8K | — | 148.3K | 812.0K | 10.20% | ↗ |
| 42 | 2018 | Denise Lindsay—Chief Financial Officer and EVP of the Corporation | 236.0K | 60.0K | — | 41.4K | — | 55.4K | 392.8K | 10.54% | ↗ |
| 43 | 2018 | Joseph Cafarchio—Chief Credit Officer and EVP of the Corporation | 200.5K | 35.0K | — | 27.6K | — | 42.3K | 305.3K | 9.04% | ↗ |
| 44 | 2018 | Charlie Kochka—Chief Lending Officer and EVP of the Corporation | 186.7K | 35.0K | — | 27.6K | — | 46.2K | 295.5K | 9.34% | ↗ |
| 45 | 2018 | Randy McGarry—Chief Information Officer and SVP of the Corporation | 49.6K | 4.0K | — | 20.4K | — | 1.4K | 75.4K | 27.07% | ↗ |
| 46 | 2017 | Christopher Annas—Chairman, President and CEO of the Corporation | 425.0K | 140.0K | — | 13.9K | — | 123.4K | 702.6K | 1.98% | ↗ |
| 47 | 2017 | Denise Lindsay—Chief Financial Officer and EVP of the Corporation | 220.0K | 55.0K | — | 7.0K | — | 52.5K | 334.4K | 2.08% | ↗ |
| 48 | 2017 | Joseph Cafarchio—Chief Credit Officer and EVP of the Corporation | 190.6K | 20.0K | — | 3.2K | — | 42.2K | 256.0K | 1.27% | ↗ |
| 49 | 2017 | Charlie Kochka—Chief Lending Officer and EVP of the Corporation | 175.0K | 20.0K | — | 3.2K | — | 46.8K | 245.1K | 1.32% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Christopher J. Annas | Founder, Chairman, President & Chief Executive Officer | 1M | male |
| Denise Lindsay | Executive Vice President, Chief Financial Officer & Director | 768.5K | female |
| Clarence Martindell | Executive Vice President of Commercial Real Estate Lending | 439.9K | male |
| Geoffrey Sheehan | Senior Vice President of C&I Lending | — | — |
| James D. Nelsen | Senior Credit Officer | — | male |
| Mary Ann Messmer | Executive Vice President of Private Banking | — | female |
| Michael Joseph Curry | Counsel & Corporate Secretary | — | male |
| Rocco Perate Jr. | Executive Vice President of SBA Lending | — | male |
| Thomas J. Campbell | Senior Vice President of Residential Lending | — | — |
| David Fitzell | Senior Vice President and Director of Residential Lending - MD, DC & VA | — | male |
| Edward Joseph Carpoletti | Senior Vice President of Wealth Management | — | male |
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Community Opinion for MRBK
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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