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Meridian Corporation (MRBK)

USD20.24 +0.24 (+1.20%)
US NASDAQ Financial Services Banks - Regional
Address 9 Old Lincoln Highway 19355
Malvern, PA, US
CEO Christopher J. Annas
IPO 2017-11-07
CIK 1750735 ISIN US58958P1049

Explore sections of this company profile

Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD20.24 +0.24 (+1.20%)
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Volume Profile
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Liquidity & share structure
Average Volume
131.8K
Beta
0.67
Float Shares
9.00M
Free Float %
75.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.01% +2.28% -4.46% -7.51% +12.52% +2.28% +36.32% +86.51% +34.48% +96.93% +96.93%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (4 ratings, all time) Buy
Price Targets & DCF
Current price
20.24
Low 21.00 +3.8%
Consensus 21.00 +3.8%
Median 21.00 +3.8%
High 21.00 +3.8%
DCF (Levered) 34.35 +69.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
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%
Quality scores
Altman Z-Score
0.26
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.69) × ERP
WACC = 55% × Ke + 45% × Kd (47.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 20.24
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
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
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-05 Piper Sandler Overweight Overweight Maintain
2026-04-28 DA Davidson Buy Buy Maintain
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
7.93M
OE per share TTM
0.68
Owner's Yield
3.74%
Maintenance CapEx ratio
2.88%
Maint CapEx / Avg PPE
7.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
92
Total invested
143.99M
Insider transactions (90d)
5
Beneficial owners (>5%)
26
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
92
+4 vs prev Q
New positions
12
Closed positions
8
Increased
40
Reduced
31
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 60 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
1.50
Neutral
Ratio by volume
1.18
Neutral
Buys
6
Sells
4
Shares acquired
13.1K
Shares disposed
11.1K
Cash buys
2.00
Cash sales
Net activity
+2,000
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-13 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

Top executives
EBIT / Employee
88.2K
Shares Outstanding
11.89M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-06 DEFA14A
2026-04-06 DEF 14A
2025-04-08 DEFA14A
2025-04-04 DEFA14A
2025-04-04 DEF 14A
2024-04-04 DEFA14A
2024-04-04 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 8-K
2026-05-14 4
2026-05-11 10-Q
2026-05-08 4
2026-05-04 8-K/A
2026-04-30 4
2026-04-30 4
2026-04-27 8-K
2026-04-27 3
2026-04-23 8-K

Executive team

NameTitleCompensationGender
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
ESG Rating
B
BANKS - REGIONAL
2026
E (Environmental)
50.0 / 64.3
Company / Sector avg.
S (Social)
69.1 / 76.5
Company / Sector avg.
G (Governance)
69.3 / 75.5
Company / Sector avg.
ESG Total
62.8 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits