NB Bancorp, Inc. Common Stock (NBBK)
Needham, MA, US
NB Bancorp, Inc. functions as the holding company for Needham Bank, which delivers a broad spectrum of banking products and services. Its operations primarily serve the Greater Boston metropolitan area, extending to neighboring communities in Massachusetts, eastern Connecticut, southern New Hampshire, and Rhode Island. The company's diverse offerings include various deposit accounts, such as certificates of deposit, individual retirement accounts, money market accounts, savings accounts, NOW accounts, demand deposit accounts, and both interest-bearing and noninterest-bearing checking accounts. Additionally, it provides a comprehensive suite of lending solutions, encompassing commercial real estate and multifamily loans, one-to-four-family residential real estate loans, construction and land development loans, commercial and industrial loans, consumer loans, and home equity loans and lines of credit. Beyond its core banking activities, NB Bancorp, Inc. also engages in strategic investments in securities, including U.S. Treasury and federal agency securities, government-sponsored residential mortgage-backed securities, municipal bonds, and corporate bonds. The organization was founded in 1892 and is headquartered in Needham, Massachusetts.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.30% | +0.96% | +2.04% | -6.14% | +2.25% | +1.06% | +20.16% | +45.46% | +45.46% | +45.46% | +45.46% |
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 | 0 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
24.00
+13.2%
|
| Last Year | 2 |
23.50
+10.8%
|
| All Time | 4 |
21.50
+1.4%
|
-
Revenue growth+4.3% Q1'26: +35.2% (vs Q1'25)
-
EPS growth+25.2% Q1'26: +9.1% (vs Q1'25)
-
FCF margin— Q1'26: +23.2% (vs Q1'25)
-
EBIT margin— Q1'26: +18.6% (vs Q1'25)
-
ROIC— Q1'26: +14.0% (vs Q1'25)
-
Share dilution+4.5% Q1'26: +6.9% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 2.33× (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 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|
| Revenue |
304.05M
est: 171.20M (+77.6%)
|
317.21M
est: 226.05M (+40.3%)
|
293.34M
292.70M – 293.98M
+29.8% YoY
|
316.57M
315.88M – 317.26M
+7.9% YoY
|
| EBITDA |
61.58M
est: 37.42M (+64.6%)
|
71.71M
est: 49.41M (+45.1%)
|
64.11M
63.97M – 64.25M
+29.8% YoY
|
69.19M
69.04M – 69.34M
+7.9% YoY
|
| EBIT |
58.62M
est: 35.23M (+66.4%)
|
71.13M
est: 46.52M (+52.9%)
|
60.36M
60.23M – 60.50M
+29.8% YoY
|
65.14M
65.00M – 65.29M
+7.9% YoY
|
| Net Income |
42.15M
est: 46.53M (-9.4%)
|
50.30M
est: 67.93M (-26.0%)
|
80.70M
80.47M – 80.93M
+18.8% YoY
|
101.90M
101.61M – 102.19M
+26.3% YoY
|
| SGA |
87.39M
est: 69.59M (+25.6%)
|
102.54M
est: 91.88M (+11.6%)
|
119.24M
118.98M – 119.50M
+29.8% YoY
|
128.68M
128.40M – 128.96M
+7.9% YoY
|
| EPS |
1.07
est: 1.13 (-5.3%)
|
1.34
est: 1.65 (-18.8%)
|
1.96
1.95 – 1.97
+18.8% YoY
|
2.48
2.47 – 2.48
+26.3% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-24 | Piper Sandler | Overweight | Overweight | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-15 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-14 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-13 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-12 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-11 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-01 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-30 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-29 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-28 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-27 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 3.30M | 7.70% | 3.19M | — | 3.30M | — | HC | Delaware | 2024-11-08 | ↗ |
| 2 | Eduardo Marques | 2.26M | 5.28% | — | 2.26M | — | 2.26M | HC, IN | United Kingdom | 2024-05-21 | ↗ |
| 3 | Pertento Partners LLP | 2.26M | 5.28% | — | 2.26M | — | 2.26M | IA | United Kingdom | 2024-05-21 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 3.10M +281.6K (+10.0%) | 61.52M +11.7M (+23.5%) | 7.59% +0.006 pp | 0.00% +0.000 pp | USD18.67 +6.2% | 6 qtrs — |
| 2 | PERTENTO PARTNERS LLP | 2.34M +229.4K (+10.9%) | 46.45M +9.1M (+24.5%) | 5.73% +0.050 pp | 4.36% +0.034 pp | USD15.01 +32.0% | 8 qtrs — |
| 3 | VANGUARD GROUP INC | 2.30M +350.9K (+18.0%) | 45.61M +11.2M (+32.5%) | 5.63% +0.386 pp | 0.00% +0.000 pp | USD14.86 +33.4% | 8 qtrs — |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | 1.47M -355.8K (-19.5%) | 29.16M -3.1M (-9.6%) | 3.60% -1.313 pp | 0.01% -0.001 pp | USD16.04 +23.6% | 9 qtrs — |
| 5 | STATE STREET CORP | 1.11M -82.5K (-6.9%) | 22.09M +961.3K (+4.6%) | 2.73% -0.492 pp | 0.00% +0.000 pp | USD15.83 +25.2% | 8 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 966.7K +90.0K (+10.3%) | 19.16M +3.7M (+23.8%) | 2.37% +0.008 pp | 0.00% +0.000 pp | USD15.09 +31.3% | 8 qtrs — |
| 7 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 702.0K +7.0K (+1.0%) | 13.91M +1.6M (+13.4%) | 1.72% -0.151 pp | 0.04% +0.004 pp | USD18.21 +8.8% | 6 qtrs — |
| 8 | ALTRAVUE CAPITAL, LLC | 693.0K +693.0K (+100.0%) | 13.74M +13.7M (+100.0%) | 1.70% +1.696 pp | 1.13% +1.132 pp | USD19.82 +0.0% | 1 qtrs NEW |
| 9 | GOLDMAN SACHS GROUP INC | 593.9K +69.0K (+13.1%) | 11.77M +2.5M (+27.1%) | 1.45% +0.042 pp | 0.00% +0.000 pp | USD15.77 +25.7% | 9 qtrs — |
| 10 | TIETON CAPITAL MANAGEMENT, LLC | 524.9K +524.9K (+100.0%) | 10.40M +10.4M (+100.0%) | 1.28% +1.284 pp | 3.56% +3.559 pp | USD19.82 +0.0% | 1 qtrs NEW |
| 11 | FMR LLC | 383.2K +58.5K (+18.0%) | 7.60M +1.9M (+32.5%) | 0.94% +0.065 pp | 0.00% +0.000 pp | USD18.59 +6.6% | 7 qtrs — |
| 12 | NUVEEN, LLC | 346.8K +238.0K (+218.9%) | 6.87M +5.0M (+258.1%) | 0.85% +0.556 pp | 0.00% +0.001 pp | USD19.27 +2.9% | 4 qtrs — |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 329.4K +41.9K (+14.6%) | 6.53M +1.5M (+28.7%) | 0.81% +0.033 pp | 0.00% +0.000 pp | USD14.89 +33.1% | 8 qtrs — |
| 14 | NORTHERN TRUST CORP | 324.3K +14.6K (+4.7%) | 6.43M +961.7K (+17.6%) | 0.79% -0.039 pp | 0.00% +0.000 pp | USD17.48 +13.4% | 8 qtrs — |
| 15 | DIMENSIONAL FUND ADVISORS LP | 288.0K +288.0K (+100.0%) | 5.71M +5.7M (+100.0%) | 0.70% +0.705 pp | 0.00% +0.001 pp | USD19.82 +0.0% | 1 qtrs NEW |
| 16 | ALLIANCEBERNSTEIN L.P. | 254.2K +213.5K (+524.2%) | 5.04M +4.3M (+600.9%) | 0.62% +0.513 pp | 0.00% +0.001 pp | USD18.80 +5.4% | 9 qtrs — |
| 17 | TWO SIGMA INVESTMENTS, LP | 252.8K +47.0K (+22.8%) | 5.01M +1.4M (+37.9%) | 0.62% +0.065 pp | 0.01% +0.002 pp | USD17.87 +10.9% | 7 qtrs — |
| 18 | MARSHALL WACE, LLP | 251.5K -25.6K (-9.2%) | 4.98M +94.2K (+1.9%) | 0.62% -0.130 pp | 0.00% 0.000 pp | USD17.94 +10.5% | 4 qtrs — |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 251.3K +140.4K (+126.6%) | 4.98M +3.0M (+154.4%) | 0.61% +0.317 pp | 0.01% +0.005 pp | USD18.55 +6.8% | 8 qtrs — |
| 20 | MORGAN STANLEY | 242.1K +120.1K (+98.4%) | 4.80M +2.6M (+122.7%) | 0.59% +0.264 pp | 0.00% +0.000 pp | USD18.45 +7.4% | 9 qtrs — |
| 21 | AMERICAN CENTURY COMPANIES INC | 221.9K +84.5K (+61.6%) | 4.40M +2.0M (+81.4%) | 0.54% +0.174 pp | 0.00% +0.001 pp | USD18.59 +6.6% | 6 qtrs — |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 207.6K +133.8K (+181.3%) | 4.11M +2.8M (+215.9%) | 0.51% +0.310 pp | 0.00% +0.000 pp | USD19.18 +3.3% | 6 qtrs — |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 193.2K +78.3K (+68.2%) | 3.83M +1.8M (+88.9%) | 0.47% +0.164 pp | 0.08% +0.037 pp | USD18.53 +7.0% | 2 qtrs — |
| 24 | HENNESSY ADVISORS INC | 181.0K -4.0K (-2.2%) | 3.59M +322.2K (+9.9%) | 0.44% -0.055 pp | 0.13% +0.014 pp | USD14.79 +34.0% | 8 qtrs — |
| 25 | EJF CAPITAL LLC | 175.0K +2.2K (+1.3%) | 3.47M +418.1K (+13.7%) | 0.43% -0.037 pp | 1.97% +0.198 pp | USD16.80 +18.0% | 9 qtrs — |
| 26 | LEGATO CAPITAL MANAGEMENT LLC | 171.4K +171.4K (+100.0%) | 3.40M +3.4M (+100.0%) | 0.42% +0.419 pp | 0.29% +0.292 pp | USD19.82 +0.0% | 1 qtrs NEW |
| 27 | EMPOWERED FUNDS, LLC | 153.2K +73.3K (+91.9%) | 3.04M +1.6M (+115.5%) | 0.37% +0.160 pp | 0.02% +0.010 pp | USD18.69 +6.0% | 2 qtrs — |
| 28 | PANAGORA ASSET MANAGEMENT INC | 150.4K -22.3K (-12.9%) | 2.98M -66.7K (-2.2%) | 0.37% -0.096 pp | 0.01% -0.002 pp | USD16.82 +17.8% | 7 qtrs — |
| 29 | BANK OF NEW YORK MELLON CORP | 149.2K +50.4K (+51.0%) | 2.96M +1.2M (+69.6%) | 0.37% +0.099 pp | 0.00% +0.000 pp | USD16.89 +17.3% | 7 qtrs — |
| 30 | UBS GROUP AG | 146.1K -232.3K (-61.4%) | 2.90M -3.8M (-56.6%) | 0.36% -0.660 pp | 0.00% -0.001 pp | USD17.25 +14.9% | 8 qtrs — |
| 31 | NEW YORK STATE COMMON RETIREMENT FUND | 144.4K +134.4K (+1,343.9%) | 2.86M +2.7M (+1,521.4%) | 0.35% +0.326 pp | 0.00% +0.004 pp | USD19.50 +1.6% | 7 qtrs — |
| 32 | SEI INVESTMENTS CO | 143.8K +120.3K (+511.8%) | 2.85M +2.4M (+587.0%) | 0.35% +0.289 pp | 0.00% +0.002 pp | USD19.57 +1.3% | 6 qtrs — |
| 33 | FIRST TRUST ADVISORS LP | 142.1K +16.6K (+13.2%) | 2.82M +601.6K (+27.2%) | 0.35% +0.010 pp | 0.00% +0.000 pp | USD17.98 +10.2% | 5 qtrs — |
| 34 | TWO SIGMA ADVISERS, LP | 140.0K +5.9K (+4.4%) | 2.77M +408.0K (+17.2%) | 0.34% -0.018 pp | 0.01% +0.001 pp | USD18.02 +10.0% | 6 qtrs — |
| 35 | FINANCIAL ENGINES ADVISORS L.L.C. | 117.7K -11.6K (-9.0%) | 2.33M +51.0K (+2.2%) | 0.29% -0.060 pp | 0.00% +0.000 pp | USD17.84 +11.1% | 3 qtrs — |
| 36 | MANGROVE PARTNERS | 111.4K -2.8K (-2.4%) | 2.21M +192.9K (+9.6%) | 0.27% -0.034 pp | 0.18% +0.031 pp | USD13.97 +41.9% | 8 qtrs — |
| 37 | CITADEL ADVISORS LLC | 106.5K +47.1K (+79.4%) | 2.11M +1.1M (+101.5%) | 0.26% +0.101 pp | 0.00% +0.000 pp | USD18.65 +6.3% | 5 qtrs — |
| 38 | AQR CAPITAL MANAGEMENT LLC | 105.0K +23.4K (+28.7%) | 2.08M +641.6K (+44.6%) | 0.26% +0.038 pp | 0.00% +0.000 pp | USD18.26 +8.5% | 4 qtrs — |
| 39 | COLONY GROUP, LLC | 91.4K +6.0K (+7.0%) | 1.81M +303.4K (+20.1%) | 0.22% -0.006 pp | 0.00% 0.000 pp | USD18.17 +9.1% | 8 qtrs — |
| 40 | BANK OF AMERICA CORP /DE/ | 90.6K +25.2K (+38.6%) | 1.80M +641.8K (+55.6%) | 0.22% +0.046 pp | 0.00% +0.000 pp | USD17.90 +10.7% | 8 qtrs — |
| 41 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 86.9K +— (+0.0%) | 1.72M +137.3K (+8.7%) | 0.21% -0.021 pp | 0.12% -0.010 pp | USD17.99 +10.2% | 7 qtrs — |
| 42 | OPPENHEIMER & CLOSE, LLC | 83.0K +— (+0.0%) | 1.65M +180.1K (+12.3%) | 0.20% -0.020 pp | 1.12% +0.132 pp | USD13.48 +47.0% | 9 qtrs — |
| 43 | LOS ANGELES CAPITAL MANAGEMENT LLC | 90.4K +43.7K (+93.6%) | 1.64M +813.6K (+98.7%) | 0.22% +0.096 pp | 0.01% +0.003 pp | USD18.79 +5.5% | 3 qtrs — |
| 44 | JANE STREET GROUP, LLC | 81.6K +27.5K (+50.7%) | 1.62M +661.7K (+69.2%) | 0.20% +0.054 pp | 0.00% +0.000 pp | USD18.52 +7.0% | 8 qtrs — |
| 45 | AMERIPRISE FINANCIAL INC | 78.6K +200.0 (+0.3%) | 1.56M +174.1K (+12.6%) | 0.19% -0.019 pp | 0.00% +0.000 pp | USD18.29 +8.4% | 6 qtrs — |
| 46 | SWISS NATIONAL BANK | 77.1K +13.6K (+21.4%) | 1.53M +407.3K (+36.3%) | 0.19% +0.018 pp | 0.00% +0.000 pp | USD18.76 +5.7% | 6 qtrs — |
| 47 | BNP PARIBAS ARBITRAGE, SNC | 70.9K +44.4K (+168.0%) | 1.40M +938.0K (+201.0%) | 0.17% +0.102 pp | 0.00% +0.000 pp | USD18.58 +6.7% | 8 qtrs — |
| 48 | BARCLAYS PLC | 70.8K -10.3K (-12.8%) | 1.40M -102.8K (-6.8%) | 0.17% -0.045 pp | 0.00% +0.000 pp | USD16.93 +17.1% | 7 qtrs — |
| 49 | STILWELL VALUE LLC | 65.0K -15.0K (-18.8%) | 1.29M -123.7K (-8.8%) | 0.16% -0.056 pp | 0.71% +0.086 pp | USD13.45 +47.4% | 9 qtrs — |
| 50 | PRINCIPAL FINANCIAL GROUP INC | 64.5K +20.4K (+46.2%) | 1.28M +499.6K (+64.2%) | 0.16% +0.039 pp | 0.00% +0.000 pp | USD18.47 +7.3% | 3 qtrs — |
| 51 | INVESCO LTD. | 63.3K +10.5K (+19.8%) | 1.26M +322.1K (+34.5%) | 0.16% +0.013 pp | 0.00% +0.000 pp | USD17.41 +13.8% | 7 qtrs — |
| 52 | LEGAL & GENERAL GROUP PLC | 60.6K -1.4K (-2.3%) | 1.20M +106.9K (+9.8%) | 0.15% -0.018 pp | 0.00% +0.000 pp | USD18.31 +8.2% | 7 qtrs — |
| 53 | JPMORGAN CHASE & CO | 59.2K -60.5K (-50.5%) | 1.17M -938.8K (-44.4%) | 0.14% -0.177 pp | 0.00% 0.000 pp | USD16.87 +17.5% | 8 qtrs — |
| 54 | MILLENNIUM MANAGEMENT LLC | 54.9K -488.4K (-89.9%) | 1.09M -8.5M (-88.7%) | 0.13% -1.327 pp | 0.00% -0.004 pp | USD17.65 +12.3% | 8 qtrs — |
| 55 | LYNCH & ASSOCIATES/IN | 54.3K -2.0K (-3.6%) | 1.08M +82.6K (+8.3%) | 0.13% -0.019 pp | 0.20% +0.012 pp | USD13.60 +45.7% | 8 qtrs — |
| 56 | CREATIVE PLANNING | 52.5K +23.8K (+83.1%) | 1.04M +534.4K (+105.6%) | 0.13% +0.051 pp | 0.00% +0.000 pp | USD18.78 +5.5% | 5 qtrs — |
| 57 | RHUMBLINE ADVISERS | 52.2K -966.0 (-1.8%) | 1.03M +96.2K (+10.3%) | 0.13% -0.015 pp | 0.00% +0.000 pp | USD16.32 +21.4% | 7 qtrs — |
| 58 | LAZARD ASSET MANAGEMENT LLC | 52.2K +390.0 (+0.8%) | 1.03M +120.1K (+13.1%) | 0.13% -0.012 pp | 0.00% +0.001 pp | USD17.67 +12.2% | 2 qtrs — |
| 59 | ROUND ROCK ADVISORS, LLC | 51.9K +17.9K (+52.8%) | 1.03M +408.1K (+65.8%) | 0.13% +0.036 pp | 0.15% +0.056 pp | USD18.40 +7.7% | 2 qtrs — |
| 60 | NIXON PEABODY TRUST CO | 48.5K +48.5K (+100.0%) | 961.6K +961.6K (+100.0%) | 0.12% +0.119 pp | 0.07% +0.073 pp | USD19.82 +0.0% | 1 qtrs NEW |
| 61 | INTEGRATED WEALTH CONCEPTS LLC | 47.6K +482.0 (+1.0%) | 943.4K +111.8K (+13.4%) | 0.12% -0.010 pp | 0.01% +0.004 pp | USD13.67 +45.0% | 8 qtrs — |
| 62 | D. E. SHAW & CO., INC. | 45.8K +3.1K (+7.4%) | 907.1K +154.8K (+20.6%) | 0.11% -0.003 pp | 0.00% +0.000 pp | USD17.96 +10.4% | 5 qtrs — |
| 63 | WELLS FARGO & COMPANY/MN | 45.4K +18.6K (+69.1%) | 900.2K +426.3K (+89.9%) | 0.11% +0.039 pp | 0.00% +0.000 pp | USD17.68 +12.1% | 8 qtrs — |
| 64 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 40.9K +26.4K (+181.6%) | 811.5K +554.8K (+216.2%) | 0.10% +0.061 pp | 0.17% +0.101 pp | USD19.05 +4.0% | 2 qtrs — |
| 65 | PRICE T ROWE ASSOCIATES INC /MD/ | 39.5K +20.9K (+112.8%) | 783.0K +455.0K (+138.7%) | 0.10% +0.047 pp | 0.00% +0.000 pp | USD19.14 +3.6% | 6 qtrs — |
| 66 | UBS ASSET MANAGEMENT AMERICAS INC | 39.2K +167.0 (+0.4%) | 776.8K +88.0K (+12.8%) | 0.10% -0.009 pp | 0.00% +0.000 pp | USD18.26 +8.5% | 6 qtrs — |
| 67 | VERITION FUND MANAGEMENT LLC | 38.3K +3.4K (+9.7%) | 758.4K +143.0K (+23.2%) | 0.09% 0.000 pp | 0.00% +0.000 pp | USD17.84 +11.1% | 2 qtrs — |
| 68 | AVIANCE CAPITAL PARTNERS, LLC | 37.2K +— (+0.0%) | 736.7K +80.7K (+12.3%) | 0.09% -0.009 pp | 0.08% +0.007 pp | USD18.06 +9.7% | 4 qtrs — |
| 69 | MARINER, LLC | 36.4K +24.0K (+194.2%) | 720.8K +502.6K (+230.3%) | 0.09% +0.056 pp | 0.00% +0.001 pp | USD19.08 +3.9% | 2 qtrs — |
| 70 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 36.1K +6.9K (+23.8%) | 715.4K +200.6K (+39.0%) | 0.09% +0.010 pp | 0.00% +0.000 pp | USD18.59 +6.6% | 7 qtrs — |
| 71 | FEDERATED HERMES, INC. | 34.2K +27.5K (+404.7%) | 678.6K +558.9K (+466.8%) | 0.08% +0.066 pp | 0.00% +0.001 pp | USD19.49 +1.7% | 6 qtrs — |
| 72 | OCCUDO QUANTITATIVE STRATEGIES LP | 32.2K +13.6K (+73.2%) | 637.3K +309.7K (+94.5%) | 0.08% +0.029 pp | 0.04% +0.003 pp | USD18.69 +6.0% | 3 qtrs — |
| 73 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 29.0K +12.1K (+71.2%) | 575.2K +276.0K (+92.3%) | 0.07% +0.025 pp | 0.02% +0.008 pp | USD18.80 +5.4% | 4 qtrs — |
| 74 | RAFFLES ASSOCIATES LP | 28.4K -2.8K (-8.9%) | 562.4K +12.8K (+2.3%) | 0.07% -0.014 pp | 0.42% -0.090 pp | USD16.61 +19.3% | 8 qtrs — |
| 75 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 27.5K +27.5K (+100.0%) | 544.5K +544.5K (+100.0%) | 0.07% +0.067 pp | 0.00% +0.004 pp | USD19.82 +0.0% | 1 qtrs NEW |
| 76 | STATE OF WISCONSIN INVESTMENT BOARD | 26.6K +26.6K (+100.0%) | 528.0K +528.0K (+100.0%) | 0.07% +0.065 pp | 0.00% +0.001 pp | USD19.82 +0.0% | 1 qtrs NEW |
| 77 | BELVEDERE TRADING LLC | 26.6K +26.6K (+100.0%) | 526.8K +526.8K (+100.0%) | 0.07% +0.065 pp | 0.00% +0.001 pp | USD19.82 +0.0% | 1 qtrs NEW |
| 78 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 25.4K -1.9K (-7.1%) | 502.8K +20.8K (+4.3%) | 0.06% -0.011 pp | 0.01% +0.000 pp | USD17.84 +11.1% | 3 qtrs — |
| 79 | DEUTSCHE BANK AG\ | 25.0K +4.8K (+24.0%) | 496.0K +139.8K (+39.2%) | 0.06% +0.007 pp | 0.00% +0.000 pp | USD16.27 +21.8% | 7 qtrs — |
| 80 | LPL FINANCIAL LLC | 24.3K +6.3K (+35.2%) | 482.2K +164.6K (+51.8%) | 0.06% +0.011 pp | 0.00% +0.000 pp | USD15.59 +27.1% | 8 qtrs — |
| 81 | RAFFERTY ASSET MANAGEMENT, LLC | 24.2K -28.5K (-54.1%) | 479.6K -450.0K (-48.4%) | 0.06% -0.082 pp | 0.00% -0.001 pp | USD16.30 +21.6% | 7 qtrs — |
| 82 | QUANTINNO CAPITAL MANAGEMENT LP | 23.3K +23.3K (+100.0%) | 462.2K +462.2K (+100.0%) | 0.06% +0.057 pp | 0.00% +0.001 pp | USD19.82 +0.0% | 1 qtrs NEW |
| 83 | METLIFE INVESTMENT MANAGEMENT, LLC | 23.1K -633.0 (-2.7%) | 458.3K +39.0K (+9.3%) | 0.06% -0.007 pp | 0.00% +0.000 pp | USD17.12 +15.8% | 7 qtrs — |
| 84 | NORTHEAST INVESTMENT MANAGEMENT | 23.0K +7.0K (+43.8%) | 455.9K +173.5K (+61.4%) | 0.06% +0.013 pp | 0.02% +0.006 pp | USD18.57 +6.7% | 4 qtrs — |
| 85 | CITIGROUP INC | 22.9K -12.7K (-35.7%) | 453.6K -174.6K (-27.8%) | 0.06% -0.040 pp | 0.00% 0.000 pp | USD13.63 +45.4% | 8 qtrs — |
| 86 | MODERA WEALTH MANAGEMENT, LLC | 22.0K +— (+0.0%) | 436.3K +47.8K (+12.3%) | 0.05% -0.005 pp | 0.01% +0.001 pp | USD13.60 +45.7% | 8 qtrs — |
| 87 | COMMONWEALTH EQUITY SERVICES, LLC | 21.5K +21.5K (+100.0%) | 426.0K +426.0K (+100.0%) | 0.05% +0.053 pp | 0.00% +0.001 pp | USD19.82 +0.0% | 8 qtrs — |
| 88 | FOUR TREE ISLAND ADVISORY LLC | 21.5K +21.5K (+100.0%) | 425.3K +425.3K (+100.0%) | 0.05% +0.053 pp | 0.23% +0.235 pp | USD19.82 +0.0% | 1 qtrs NEW |
| 89 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 21.0K -6.0K (-22.2%) | 415.5K -59.8K (-12.6%) | 0.05% -0.021 pp | 0.00% -0.002 pp | USD17.65 +12.3% | 2 qtrs — |
| 90 | POINT72 ASSET MANAGEMENT, L.P. | 20.9K +8.6K (+69.6%) | 414.3K +196.8K (+90.5%) | 0.05% +0.018 pp | 0.00% +0.000 pp | USD18.63 +6.4% | 3 qtrs — |
| 91 | INVESTMENT ADVISORY GROUP, LLC | 20.0K +— (+0.0%) | 396.4K +43.4K (+12.3%) | 0.05% -0.005 pp | 0.10% +0.006 pp | USD18.07 +9.7% | 4 qtrs — |
| 92 | WILEY BROS.-AINTREE CAPITAL, LLC | 19.8K +10.0 (+0.1%) | 393.0K +43.2K (+12.4%) | 0.05% -0.005 pp | 0.00% 0.000 pp | USD17.86 +11.0% | 3 qtrs — |
| 93 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 19.8K +19.8K (+100.0%) | 391.6K +391.6K (+100.0%) | 0.05% +0.048 pp | 0.00% +0.001 pp | USD19.82 +0.0% | 1 qtrs NEW |
| 94 | KESTRA PRIVATE WEALTH SERVICES, LLC | 19.7K +36.0 (+0.2%) | 390.5K +43.4K (+12.5%) | 0.05% -0.005 pp | 0.00% +0.000 pp | USD13.62 +45.5% | 8 qtrs — |
| 95 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 18.9K +18.9K (+100.0%) | 373.9K +373.9K (+100.0%) | 0.05% +0.046 pp | 0.00% +0.000 pp | USD19.82 +0.0% | 1 qtrs NEW |
| 96 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 18.6K +2.3K (+14.0%) | 367.7K +80.5K (+28.0%) | 0.05% +0.002 pp | 0.00% +0.000 pp | USD18.68 +6.1% | 6 qtrs — |
| 97 | NEWEDGE WEALTH, LLC | 18.4K +18.4K (+100.0%) | 365.0K +365.0K (+100.0%) | 0.05% +0.045 pp | 0.00% +0.004 pp | USD19.82 +0.0% | 1 qtrs NEW |
| 98 | QUBE RESEARCH & TECHNOLOGIES LTD | 17.4K -69.5K (-80.0%) | 343.9K -1.2M (-77.6%) | 0.04% -0.191 pp | 0.00% -0.001 pp | USD18.03 +9.9% | 4 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust Dow Jones Select MicroCap Index Fund FDM | 1.02% | 2.65M | 0.65% |
| 2 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.38% | 343.7K | 0.63% |
| 3 | State Street SPDR S&P Regional Banking ETF KRE | 0.20% | 9.91M | 0.35% |
| 4 | iShares Micro-Cap ETF IWC | 0.19% | 2.90M | 0.60% |
| 5 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.16% | 2.74M | 0.47% |
| 6 | Fidelity Enhanced Small Cap ETF FESM | 0.13% | 7.51M | 0.28% |
| 7 | Fidelity Small-Mid Multifactor ETF FSMD | 0.09% | 2.26M | 0.15% |
| 8 | Vanguard U.S. Value Factor ETF VFVA | 0.08% | 688.7K | 0.13% |
| 9 | Principal U.S. Small-Cap Multi-Factor ETF PSC | 0.07% | 858.0K | 0.38% |
| 10 | iShares Russell 2000 Value ETF IWN | 0.06% | 8.21M | 0.24% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | CAMPANELLI JOSEPH P | Director / Officer | P-Purchase | A | Common Stock | 247 | 19.21 | 4.7K | 377,790 | D | ↗ |
| 2026-04-24 | Whalen Mark | Director | F-InKind | D | Common Stock | 4,918 | 19.82 | 97.5K | 72,721 | D | ↗ |
| 2026-04-24 | Roberts Christine | Officer | F-InKind | D | Common Stock | 3,589 | 19.82 | 71.1K | 71,081 | D | ↗ |
| 2026-04-24 | Pascucci Hope | Director | P-Purchase | A | Common Stock | 10,000 | 19.44 | 194.4K | 132,402 | D | ↗ |
| 2026-04-24 | NOLAN JOSEPH R JR | Director | F-InKind | D | Common Stock | 4,918 | 19.82 | 97.5K | 82,821 | D | ↗ |
| 2026-04-24 | Montgomery Kenneth C. | Director | F-InKind | D | Common Stock | 5,015 | 19.82 | 99.4K | 80,125 | D | ↗ |
| 2026-04-24 | Lynch Christopher R. | Director | F-InKind | D | Common Stock | 4,150 | 19.82 | 82.3K | 92,772 | D | ↗ |
| 2026-04-24 | Jackson Angela | Director | F-InKind | D | Common Stock | 4,918 | 19.82 | 97.5K | 76,337 | D | ↗ |
| 2026-04-24 | Darcey William | Director | F-InKind | D | Common Stock | 4,918 | 19.82 | 97.5K | 77,721 | D | ↗ |
| 2026-04-24 | CAMPANELLI JOSEPH P | Director / Officer | F-InKind | D | Common Stock | 24,371 | 19.82 | 483.0K | 372,290 | D | ↗ |
| 2026-03-19 | CAMPANELLI JOSEPH P | Director / Officer | P-Purchase | A | Common Stock | 2,500 | 20.16 | 50.4K | 396,661 | D | ↗ |
| 2026-03-09 | Schulman Matthew G | Officer | A-Award | A | Common Stock | 6,980 | 0.00 | — | 6,980 | D | ↗ |
| 2026-03-09 | Lapointe Jean-Pierre | Officer | P-Purchase | A | Common Stock | 1,000 | 20.42 | 20.4K | 110,331 | D | ↗ |
| 2026-03-06 | CAMPANELLI JOSEPH P | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 20.78 | 41.6K | 47,000 | I | ↗ |
| 2026-03-02 | Schulman Matthew G | Officer | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2026-02-25 | White James J. | Officer | A-Award | A | Common Stock | 6,874 | 0.00 | — | 16,874 | D | ↗ |
| 2026-02-25 | Roberts Christine | Officer | A-Award | A | Common Stock | 13,749 | 0.00 | — | 74,670 | D | ↗ |
| 2026-02-25 | Richardson Matthew | Officer | A-Award | A | Common Stock | 13,749 | 0.00 | — | 13,749 | D | ↗ |
| 2026-02-25 | Maiona Stephanie | Officer | A-Award | A | Common Stock | 6,874 | 0.00 | — | 6,874 | D | ↗ |
| 2026-02-25 | Lapointe Jean-Pierre | Officer | A-Award | A | Common Stock | 13,749 | 0.00 | — | 109,331 | D | ↗ |
| 2026-02-25 | Henkin Kevin | Officer | A-Award | A | Common Stock | 6,874 | 0.00 | — | 8,874 | D | ↗ |
| 2026-02-25 | EVANGELISTA PAUL A | Officer | A-Award | A | Common Stock | 6,874 | 0.00 | — | 33,440 | D | ↗ |
| 2026-02-25 | Daley James B. | Officer | A-Award | A | Common Stock | 6,874 | 0.00 | — | 6,874 | D | ↗ |
| 2026-02-25 | CAMPANELLI JOSEPH P | Director / Officer | A-Award | A | Common Stock | 63,015 | 0.00 | — | 394,161 | D | ↗ |
| 2026-01-02 | Whalen Mark | Director | A-Award | A | Common Stock | 2,402 | 0.00 | — | 77,639 | D | ↗ |
| 2026-01-02 | Reilly Joseph B | Director | A-Award | A | Common Stock | 2,402 | 0.00 | — | 14,414 | D | ↗ |
| 2026-01-02 | Raza Muhammad | Director | A-Award | A | Common Stock | 2,402 | 0.00 | — | 77,639 | D | ↗ |
| 2026-01-02 | Pascucci Hope | Director | A-Award | A | Common Stock | 2,402 | 0.00 | — | 122,402 | D | ↗ |
| 2026-01-02 | Orfanello Francis | Director | A-Award | A | Common Stock | 5,403 | 0.00 | — | 135,640 | D | ↗ |
| 2026-01-02 | NOLAN JOSEPH R JR | Director | A-Award | A | Common Stock | 2,402 | 0.00 | — | 87,739 | D | ↗ |
| 2026-01-02 | Montgomery Kenneth C. | Director | A-Award | A | Common Stock | 4,803 | 0.00 | — | 85,140 | D | ↗ |
| 2026-01-02 | Lynch Christopher R. | Director | A-Award | A | Common Stock | 7,685 | 0.00 | — | 96,922 | D | ↗ |
| 2026-01-02 | Jackson Angela | Director | A-Award | A | Common Stock | 2,402 | 0.00 | — | 81,255 | D | ↗ |
| 2026-01-02 | Elliott Mary Susan | Director | A-Award | A | Common Stock | 5,524 | 0.00 | — | 105,761 | D | ↗ |
| 2026-01-02 | Darcey William | Director | A-Award | A | Common Stock | 2,402 | 0.00 | — | 82,639 | D | ↗ |
| 2026-01-02 | Ayoub Paul J. | Director | A-Award | A | Common Stock | 7,205 | 0.00 | — | 82,512 | D | ↗ |
| 2025-12-19 | EVANGELISTA PAUL A | Officer | P-Purchase | A | Common Stock | 2,000 | 20.87 | 41.7K | 26,566 | D | ↗ |
| 2025-11-15 | Reilly Joseph B | Director | — | — | Common Stock | 0 | 0.00 | — | 2,398 | I | ↗ |
| 2025-11-10 | Lynch Christopher R. | Director | G-Gift | D | Common Stock | 2,725 | 0.00 | — | 89,237 | D | ↗ |
| 2025-10-30 | Lynch Christopher R. | Director | G-Gift | D | Common Stock | 600 | 0.00 | — | 91,962 | D | ↗ |
| 2025-10-28 | Pascucci Hope | Director | P-Purchase | A | Common Stock | 4,688 | 18.07 | 84.7K | 120,000 | D | ↗ |
| 2025-09-16 | Lynch Christopher R. | Director | G-Gift | D | Common Stock | 600 | 0.00 | — | 92,562 | D | ↗ |
| 2025-09-12 | Montgomery Kenneth C. | Director | P-Purchase | A | Common Stock | 5,000 | 18.44 | 92.2K | 80,337 | D | ↗ |
| 2025-09-10 | Lynch Christopher R. | Director | G-Gift | D | Common Stock | 600 | 0.00 | — | 93,162 | D | ↗ |
| 2025-09-09 | Lynch Christopher R. | Director | G-Gift | D | Common Stock | 600 | 0.00 | — | 93,762 | D | ↗ |
| 2025-08-11 | Darcey William | Director | P-Purchase | A | Common Stock | 4,861 | 17.30 | 84.1K | 80,237 | D | ↗ |
| 2025-07-25 | EVANGELISTA PAUL A | Officer | P-Purchase | A | Common Stock | 500 | 18.39 | 9.2K | 24,566 | D | ↗ |
| 2025-07-07 | Richardson Matthew | Officer | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-06-10 | Bakkala Peter | Officer | I-Discretionary | A | Common Stock | 13,389 | 16.59 | 222.1K | 31,010 | I | ↗ |
| 2025-06-09 | EVANGELISTA PAUL A | Officer | P-Purchase | A | Common Stock | 1,000 | 16.29 | 16.3K | 24,066 | D | ↗ |
| 2025-06-09 | CAMPANELLI JOSEPH P | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 16.29 | 81.5K | 45,000 | I | ↗ |
| 2025-05-02 | Elliott Mary Susan | Director | P-Purchase | A | Common Stock | 1,434 | 21.39 | 30.7K | 1,434 | I | ↗ |
| 2025-04-29 | Orfanello Francis | Director | P-Purchase | A | Common Stock | 5,000 | 17.09 | 85.5K | 130,237 | D | ↗ |
| 2025-04-24 | Whalen Mark | Director | A-Award | A | Common Stock | 75,237 | 0.00 | — | 75,237 | D | ↗ |
| 2025-04-24 | Roberts Christine | Officer | A-Award | A | Common Stock | 60,921 | 0.00 | — | 60,921 | D | ↗ |
| 2025-04-24 | Raza Muhammad | Director | A-Award | A | Common Stock | 75,237 | 0.00 | — | 75,237 | D | ↗ |
| 2025-04-24 | Pascucci Hope | Director | A-Award | A | Common Stock | 75,237 | 0.00 | — | 115,312 | D | ↗ |
| 2025-04-24 | Orfanello Francis | Director | A-Award | A | Common Stock | 75,237 | 0.00 | — | 125,237 | D | ↗ |
| 2025-04-24 | NOLAN JOSEPH R JR | Director | A-Award | A | Common Stock | 75,237 | 0.00 | — | 85,337 | D | ↗ |
| 2025-04-24 | Montgomery Kenneth C. | Director | A-Award | A | Common Stock | 75,237 | 0.00 | — | 75,337 | D | ↗ |
| 2025-04-24 | Lynch Christopher R. | Director | A-Award | A | Common Stock | 75,237 | 0.00 | — | 94,362 | D | ↗ |
| 2025-04-24 | Lapointe Jean-Pierre | Officer | A-Award | A | Common Stock | 91,382 | 0.00 | — | 95,582 | D | ↗ |
| 2025-04-24 | Jackson Angela | Director | A-Award | A | Common Stock | 75,237 | 0.00 | — | 78,853 | D | ↗ |
| 2025-04-24 | Elliott Mary Susan | Director | A-Award | A | Common Stock | 75,237 | 0.00 | — | 100,237 | D | ↗ |
| 2025-04-24 | Darcey William | Director | A-Award | A | Common Stock | 75,237 | 0.00 | — | 75,237 | D | ↗ |
| 2025-04-24 | CAMPANELLI JOSEPH P | Director / Officer | A-Award | A | Common Stock | 274,146 | 0.00 | — | 329,146 | D | ↗ |
| 2025-04-24 | Ayoub Paul J. | Director | A-Award | A | Common Stock | 75,237 | 0.00 | — | 75,307 | D | ↗ |
| 2025-03-18 | EVANGELISTA PAUL A | Officer | P-Purchase | A | Common Stock | 500 | 18.74 | 9.4K | 23,066 | D | ↗ |
| 2025-03-11 | CAMPANELLI JOSEPH P | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 17.75 | 35.5K | 55,000 | D | ↗ |
| 2025-01-24 | Pascucci Hope | Director | P-Purchase | A | Common Stock | 40,000 | 18.53 | 741.1K | 40,075 | D | ↗ |
| 2025-01-24 | Lapointe Jean-Pierre | Officer | P-Purchase | A | Common Stock | 900 | 18.85 | 17.0K | 4,200 | D | ↗ |
| 2025-01-24 | Elliott Mary Susan | Director | P-Purchase | A | Common Stock | 10,000 | 18.72 | 187.2K | 115,761 | D | ↗ |
| 2025-01-22 | Daley James B. | Officer | — | — | Common Stock | 0 | 0.00 | — | 5,414 | I | ↗ |
| 2025-01-06 | Roberts Christine | Officer | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2024-11-19 | EVANGELISTA PAUL A | Officer | P-Purchase | A | Common Stock | 500 | 19.91 | 10.0K | 22,566 | D | ↗ |
| 2024-09-19 | Montgomery Kenneth C. | Director | P-Purchase | A | Common Stock | 100 | 18.62 | 1.9K | 100 | D | ↗ |
| 2024-09-19 | EVANGELISTA PAUL A | Officer | P-Purchase | A | Common Stock | 500 | 18.73 | 9.4K | 22,066 | D | ↗ |
| 2024-09-12 | Montgomery Kenneth C. | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-01-11 | NOLAN JOSEPH R JR | Director | P-Purchase | A | Common Stock | 100 | 13.89 | 1.4K | 100 | — | ↗ |
| 2023-12-27 | Rinaldi Salvatore J | Officer | — | I | Common Stock | 0 | 0.00 | — | 32,300 | — | ↗ |
| 2023-12-27 | NOLAN JOSEPH R JR | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Joseph Campanelli Chairman, President and Chief Executive Officer | 1.02M | 1.86M | 4.50M | — | 411.9K | 301.7K | 8.10M | 55.56% | ↗ |
| 2 | 2025 | JP Lapointe Senior Executive Vice President and Chief Financial Officer | 385.0K | 490.9K | 1.50M | — | 23.0K | 58.7K | 2.46M | 61.04% | ↗ |
| 3 | 2025 | Christine Roberts Senior Executive Vice President and Chief Operating Officer | 425.0K | 771.9K | 1.00M | — | — | 13.1K | 2.21M | 45.25% | ↗ |
| 4 | 2024 | Joseph Campanelli Chairman, President and Chief Executive Officer | 988.0K | 1.03M | — | — | 465.9K | 295.7K | 2.78M | 0.00% | ↗ |
| 5 | 2024 | Salvatore Rinaldi Executive Vice President and Chief Operating Officer | 598.0K | 600.0K | — | — | 328.7K | 147.9K | 1.67M | 0.00% | ↗ |
| 6 | 2024 | JP Lapointe Executive Vice President and Chief Financial Officer | 320.8K | 345.0K | — | — | 213.1K | 16.2K | 895.0K | 0.00% | ↗ |
| 7 | 2024 | JP Lapointe Senior Executive Vice President and Chief Financial Officer | 320.8K | 345.0K | — | — | 213.1K | 16.2K | 895.0K | 0.00% | ↗ |
| 8 | 2023 | Joseph Campanelli Chairman, President and Chief Executive Officer | 950.0K | 2.99M | — | — | 3.08M | 250.4K | 7.27M | 0.00% | ↗ |
| 9 | 2023 | Salvatore Rinaldi Executive Vice President and Chief Operating Officer | 575.0K | 1.89M | — | — | 2.19M | 107.9K | 4.77M | 0.00% | ↗ |
| 10 | 2023 | Margaret Watson Senior Vice President and General Counsel | 347.6K | 230.0K | — | — | 189.1K | 26.4K | 793.1K | 0.00% | ↗ |
| 11 | 2022 | Joseph Campanelli Chairman, President and Chief Executive Officer | 850.0K | 900.0K | — | — | 1.50M | 307.4K | 3.56M | 0.00% | ↗ |
| 12 | 2022 | Salvatore Rinaldi Executive Vice President and Chief Operating Officer | 510.0K | 350.0K | — | — | 1.00M | 99.4K | 1.96M | 0.00% | ↗ |
| 13 | 2022 | Margaret Watson Senior Vice President and General Counsel | 335.8K | 100.0K | — | — | 100.0K | 24.4K | 560.2K | 0.00% | ↗ |
Proxy statements
| Filing date | Form type | Filing |
|---|---|---|
| 2026-03-27 | DEF 14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Joseph Campanelli | President, Chief Executive Officer & Chairman | 4M | male |
| Christine Roberts | Senior Executive VP & COO | 1M | female |
| Jean-Pierre L. Lapointe | Senior Executive VP & CFO | 957.6K | male |
| Margaret Watson | Senior Vice President & General Counsel | 793.1K | female |
| Keith Phelps | Senior Vice President & Chief Information Officer | — | male |
| Kevin R. Henkin | Executive Vice President & Chief Credit Officer | — | male |
| Linda Farley | Senior Vice President of Human Resources, Learning & Development | — | female |
| Michael J. Sinclair | Executive Vice President of Residential & Consumer Lending | — | male |
| Stephanie L. Maiona | Executive VP and Director of Commercial Real Estate Lending | — | female |
| Colleen Lynch | Senior Vice President & Chief Compliance Officer | — | female |
| James White | Executive Vice President & Chief Administrative Officer | — | male |
| Kathleen Barrett | Senior Vice President of Marketing | — | female |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for NBBK
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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