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Norwood Financial Corp. (NWFL)

USD31.13 -0.29 (-0.92%)
US NASDAQ Financial Services Banks - Regional
Address 717 Main Street 18431
Honesdale, PA, US
CEO James O. Donnelly
Website wayne.bank
IPO 1998-03-04
CIK 1013272 ISIN US6695491075

Explore sections of this company profile

Description

Norwood Financial Corp. functions as the holding entity for Wayne Bank, delivering a comprehensive suite of financial products and services. The institution facilitates a broad array of deposit options, encompassing both interest-bearing and non-interest-bearing checking accounts, alongside statement savings, money market accounts, and certificates of deposit. Its lending portfolio is extensive, featuring commercial loans such as credit lines, revolving credit facilities, term loans, business mortgages, secured lending products, and letters of credit. Norwood also extends financing for municipal projects, construction loans for both commercial developments and single-family homes, and land acquisition loans. Consumer credit and residential mortgage financing for primary and secondary residences are also key offerings. Furthermore, the company engages in indirect dealer financing for automobiles, boats, and recreational vehicles through dealerships. Beyond traditional banking, Norwood provides investment securities services, trust management, and a variety of contemporary cash management solutions. These include direct deposit, remote and mobile deposit capture, mobile payment processing, automated clearing house (ACH) transactions, real estate settlement support, and robust internet and mobile banking platforms. The corporation also diversifies its revenue through the sale of annuities and mutual funds, discount brokerage services, and an insurance agency operation. Catering to a wide client base, Norwood serves individual consumers, corporate entities, non-profit organizations, and local governments. Its operational footprint includes fourteen branch locations throughout Northeastern Pennsylvania and sixteen branches spanning Delaware, Sullivan, Ontario, Otsego, and Yates Counties in New York, supported by thirty-one automated teller machines. Established in 1870, Norwood Financial Corp. maintains its corporate headquarters in Honesdale, Pennsylvania.

News Sentiment (7d)
79 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
North Penn NPBP 2011-02-11 View
WAYNE BANK 2016-04-21 View
PB Bankshares, Inc. PBBK 2025-09-19 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD31.13 -0.29 (-0.92%)
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Volume Profile
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Liquidity & share structure
Average Volume
30.4K
Beta
0.55
Float Shares
8.19M
Free Float %
88.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.60% +0.70% +3.28% +4.03% +5.48% +7.77% +16.63% +25.33% +18.50% +60.54% +441.76%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

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Revenue composition

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Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (1 ratings, all time) Hold
Price Targets & DCF
Current price
31.13
Low 33.00 +6.0%
Consensus 33.00 +6.0%
Median 33.00 +6.0%
High 33.00 +6.0%
DCF (Unlevered) 29.87 -4.1%
DCF (Levered) 46.27 +48.6%

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) 50% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
33.00
+6.0%
All Time 1
33.00
+6.0%
Quality scores
Altman Z-Score
-0.72
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    +34.2% Q1'26: -3.9% (vs Q1'25)
  • EPS growth
    +15,250.0% Q1'26: -34.9% (vs Q1'25)
  • FCF margin
    Q1'26: +17.8% (vs Q1'25)
  • EBIT margin
    Q1'26: +15.5% (vs Q1'25)
  • ROIC
    Q1'26: +10.4% (vs Q1'25)
  • Share dilution
    +14.5% Q1'26: +0.0% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 4.58× (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 (0.55) × ERP
WACC = 79% × Ke + 21% × Kd (65.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 29.87 Current price: 31.13
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 2004
actual
Dec 2005
actual
Dec 2006
actual
Dec 2007
actual
Dec 2008
actual
Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
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.
1 EPS Ana.
Revenue
22.55M
est: 17.39M (+29.7%)
25.32M
est: 18.77M (+34.9%)
29.53M
est: 19.87M (+48.6%)
32.78M
est: 21.86M (+50.0%)
32.18M
est: 24.04M (+33.9%)
32.23M
est: 26.44M (+21.9%)
29.75M
est: 29.09M (+2.3%)
32.51M
est: 32.00M (+1.6%)
34.62M
est: 35.20M (-1.6%)
33.87M
est: 38.72M (-12.5%)
32.88M
est: 42.59M (-22.8%)
32.48M
est: 46.85M (-30.7%)
37.42M
est: 51.53M (-27.4%)
45.90M
est: 56.69M (-19.0%)
49.56M
est: 62.36M (-20.5%)
54.06M
est: 68.59M (-21.2%)
66.24M
est: 75.45M (-12.2%)
79.43M
est: 83.00M (-4.3%)
85.60M
est: 91.29M (-6.2%)
103.66M
est: 100.42M (+3.2%)
101.43M
est: 70.83M (+43.2%)
136.14M
est: 88.00M (+54.7%)
114.10M
114.10M – 114.10M
+29.7% YoY
121.20M
121.20M – 121.20M
+6.2% YoY
EBITDA
7.61M
est: 12.43M (-38.8%)
8.86M
est: 15.18M (-41.7%)
9.45M
est: 19.26M (-51.0%)
9.87M
est: 21.18M (-53.4%)
10.14M
est: 23.30M (-56.5%)
9.94M
est: 25.63M (-61.2%)
10.49M
est: 28.20M (-62.8%)
10.57M
est: 31.02M (-65.9%)
12.16M
est: 34.12M (-64.4%)
11.90M
est: 37.53M (-68.3%)
10.96M
est: 41.28M (-73.5%)
8.20M
est: 45.41M (-82.0%)
9.44M
est: 49.95M (-81.1%)
15.82M
est: 54.95M (-71.2%)
17.23M
est: 60.44M (-71.5%)
17.93M
est: 66.49M (-73.0%)
19.80M
est: 73.13M (-72.9%)
32.46M
est: 80.45M (-59.6%)
37.96M
est: 88.49M (-57.1%)
22.61M
est: 97.34M (-76.8%)
1.12M
est: 19.12M (-94.1%)
36.56M
est: 23.76M (+53.9%)
30.80M
30.80M – 30.80M
+29.7% YoY
32.72M
32.72M – 32.72M
+6.2% YoY
EBIT
7.01M
est: 4.49M (+56.1%)
7.84M
est: 4.85M (+61.6%)
8.59M
est: 5.14M (+67.3%)
9.14M
est: 5.65M (+61.8%)
9.51M
est: 6.21M (+53.1%)
9.35M
est: 6.83M (+36.7%)
9.98M
est: 7.52M (+32.7%)
9.94M
est: 8.27M (+20.1%)
11.44M
est: 9.10M (+25.7%)
11.17M
est: 10.01M (+11.6%)
10.26M
est: 11.01M (-6.8%)
7.54M
est: 12.11M (-37.7%)
8.60M
est: 13.32M (-35.5%)
14.75M
est: 14.65M (+0.7%)
16.20M
est: 16.12M (+0.5%)
16.82M
est: 17.73M (-5.1%)
18.37M
est: 19.50M (-5.8%)
30.86M
est: 21.45M (+43.9%)
36.39M
est: 23.60M (+54.2%)
21.15M
est: 25.96M (-18.5%)
-258.0K
est: 18.07M (-101.4%)
35.49M
est: 22.45M (+58.1%)
29.11M
29.11M – 29.11M
+29.7% YoY
30.92M
30.92M – 30.92M
+6.2% YoY
Net Income
5.01M
est: 4.95M (+1.2%)
5.50M
est: 5.43M (+1.2%)
5.91M
est: 5.93M (-0.3%)
6.51M
est: 6.52M (-0.2%)
6.68M
est: 7.17M (-6.9%)
7.06M
est: 7.89M (-10.5%)
7.31M
est: 8.68M (-15.8%)
7.36M
est: 9.55M (-23.0%)
8.40M
est: 10.50M (-20.0%)
8.47M
est: 11.55M (-26.7%)
7.66M
est: 12.71M (-39.8%)
5.91M
est: 13.98M (-57.7%)
6.71M
est: 15.38M (-56.4%)
8.20M
est: 16.92M (-51.5%)
13.65M
est: 18.61M (-26.6%)
14.22M
est: 20.47M (-30.6%)
15.08M
est: 22.51M (-33.0%)
24.92M
est: 24.77M (+0.6%)
29.23M
est: 27.24M (+7.3%)
16.76M
est: 29.97M (-44.1%)
-160.0K
est: 10.31M (-101.6%)
27.75M
est: 28.31M (-2.0%)
31.38M
31.38M – 31.38M
+10.8% YoY
33.77M
33.77M – 33.77M
+7.6% YoY
SGA
5.29M
est: 5.23M (+1.1%)
5.57M
est: 5.52M (+0.9%)
5.88M
est: 5.91M (-0.5%)
6.06M
est: 6.50M (-6.8%)
8.21M
est: 7.15M (+14.7%)
9.00M
est: 7.87M (+14.4%)
8.46M
est: 8.65M (-2.3%)
9.81M
est: 9.52M (+3.1%)
10.34M
est: 10.47M (-1.2%)
10.43M
est: 11.52M (-9.5%)
10.60M
est: 12.67M (-16.3%)
10.57M
est: 13.93M (-24.2%)
13.53M
est: 15.33M (-11.8%)
15.51M
est: 16.86M (-8.0%)
16.76M
est: 18.55M (-9.7%)
17.78M
est: 20.40M (-12.9%)
21.35M
est: 22.44M (-4.9%)
21.76M
est: 24.69M (-11.8%)
23.20M
est: 27.15M (-14.6%)
25.18M
est: 29.87M (-15.7%)
27.29M
est: 18.18M (+50.1%)
30.80M
est: 22.58M (+36.4%)
29.28M
29.28M – 29.28M
+29.7% YoY
31.10M
31.10M – 31.10M
+6.2% YoY
EPS
1.09
est: 1.05 (+3.8%)
1.13
est: 1.15 (-1.7%)
1.28
est: 1.27 (+0.8%)
1.42
est: 1.40 (+1.4%)
1.48
est: 1.54 (-3.9%)
1.56
est: 1.70 (-8.2%)
1.61
est: 1.88 (-14.1%)
1.45
est: 2.07 (-29.8%)
1.55
est: 2.28 (-31.9%)
1.55
est: 2.51 (-38.2%)
1.40
est: 2.76 (-49.3%)
1.07
est: 3.04 (-64.7%)
1.16
est: 3.34 (-65.2%)
1.32
est: 3.68 (-64.1%)
2.19
est: 4.04 (-45.8%)
2.27
est: 4.44 (-48.9%)
2.09
est: 4.89 (-57.2%)
3.05
est: 5.37 (-43.2%)
3.59
est: 5.91 (-39.2%)
2.08
est: 6.50 (-68.0%)
-0.02
est: 1.13 (-101.8%)
3.03
est: 3.09 (-1.9%)
3.43
3.43 – 3.43
+10.8% YoY
3.69
3.69 – 3.69
+7.6% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-27 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-26 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-22 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-21 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-20 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-19 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-18 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-15 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-14 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-13 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-12 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-11 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-08 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-07 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-06 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-05 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-04 B+ 3/5 4/5 3/5 3/5 3/5 3/5 3/5
2026-05-01 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-04-30 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-04-29 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-04-28 B- 2/5 4/5 3/5 4/5 1/5 1/5 1/5
2026-04-27 B- 2/5 4/5 3/5 4/5 1/5 1/5 1/5
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 4/5 4/5 4/5 2/5 3/5 3/5
2026-04-20 A- 4/5 4/5 4/5 4/5 2/5 3/5 3/5
2026-04-17 A- 4/5 4/5 4/5 5/5 2/5 3/5 3/5
2026-04-16 A- 4/5 4/5 4/5 5/5 2/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
33.91M
OE per share TTM
3.70
Owner's Yield
12.24%
Maintenance CapEx ratio
19.06%
Maint CapEx / Avg PPE
20.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
105
Total invested
130.71M
Insider transactions (90d)
19
Beneficial owners (>5%)
10
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 562.3K 7.00% 553.0K 562.3K HC Delaware 2024-01-26
2 Wayne Bank Trust Department 198.2K 5.40% 198.2K 198.2K BK Pennsylvania 2016-01-13
3 Russell L. Ridd 133.2K 7.60% IN United States of America 2000-02-11
4 John E. Marshall 99.7K 5.70% IN United States of America 2000-02-11
5 Harold Shook 86.3K 4.90% IN United States of America 2000-02-11
6 ###-##-#### 84.2K 9.50% IN United States of America 1997-02-12
7 24-0754330 82.2K 4.70% EP Commonwealth of Pennsylvania 2000-02-11
8 191-30-86008 60.7K 6.80% IN United States of America 1997-02-12
9 Abigail P. Johnson 0.00% IN Delaware 2018-02-13
10 FMR LLC 0.00% HC Delaware 2018-02-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
105
+11 vs prev Q
New positions
20
Closed positions
9
Increased
64
Reduced
19
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 WELLINGTON MANAGEMENT GROUP LLP 888.8K +254.3K (+40.1%) 24.93M +8.8M (+54.6%) 9.70% +2.775 pp 0.00% +0.002 pp USD27.25 +2.9% 5 qtrs
2 BLACKROCK, INC. 580.6K +6.3K (+1.1%) 16.29M +1.7M (+11.6%) 6.34% +0.069 pp 0.00% +0.000 pp USD27.53 +1.9% 6 qtrs
3 VANGUARD GROUP INC 448.2K +8.3K (+1.9%) 12.57M +1.4M (+12.4%) 4.89% +0.090 pp 0.00% +0.000 pp USD29.38 -4.5% 67 qtrs
4 GEODE CAPITAL MANAGEMENT, LLC 201.6K +650.0 (+0.3%) 5.66M +546.9K (+10.7%) 2.20% +0.007 pp 0.00% +0.000 pp USD27.54 +1.9% 37 qtrs
5 MANUFACTURERS LIFE INSURANCE COMPANY, THE 176.8K -687.0 (-0.4%) 4.96M +447.5K (+9.9%) 1.93% -0.008 pp 0.00% +0.000 pp USD27.21 +3.1% 5 qtrs
6 CORNERSTONE WEALTH GROUP, LLC 171.1K -13.0K (-7.1%) 4.80M +119.1K (+2.5%) 1.87% -0.142 pp 0.33% +0.012 pp USD25.42 +10.3% 2 qtrs
7 DIMENSIONAL FUND ADVISORS LP 134.7K +1.4K (+1.0%) 3.78M +388.5K (+11.5%) 1.47% +0.015 pp 0.00% +0.000 pp USD26.02 +7.8% 51 qtrs
8 STATE STREET CORP 133.9K +11.4K (+9.3%) 3.76M +642.0K (+20.6%) 1.46% +0.124 pp 0.00% +0.000 pp USD27.99 +0.2% 35 qtrs
9 RAYMOND JAMES FINANCIAL INC 95.9K +3.5K (+3.8%) 2.69M +341.7K (+14.5%) 1.05% +0.038 pp 0.00% +0.000 pp USD26.23 +6.9% 5 qtrs
10 NORTHERN TRUST CORP 66.2K -5.4K (-7.5%) 1.86M +37.9K (+2.1%) 0.72% -0.059 pp 0.00% +0.000 pp USD28.54 -1.7% 51 qtrs
11 BULLDOG INVESTORS, LLP 64.1K +54.8K (+587.4%) 1.80M +1.6M (+658.6%) 0.70% +0.598 pp 0.40% +0.346 pp USD27.67 +1.4% 2 qtrs
12 CETERA INVESTMENT ADVISERS 61.6K -182.0 (-0.3%) 1.73M +157.4K (+10.0%) 0.67% -0.002 pp 0.00% +0.000 pp USD25.63 +9.4% 8 qtrs
13 SEGALL BRYANT & HAMILL, LLC 55.9K +55.9K (+100.0%) 1.57M +1.6M (+100.0%) 0.61% +0.610 pp 0.02% +0.021 pp USD28.05 +0.0% 1 qtrs NEW
14 RENAISSANCE TECHNOLOGIES LLC 55.8K +8.0K (+16.7%) 1.57M +349.6K (+28.8%) 0.61% +0.087 pp 0.00% +0.001 pp USD28.18 -0.5% 35 qtrs
15 MARSHALL WACE, LLP 39.6K +4.2K (+12.0%) 1.11M +211.7K (+23.6%) 0.43% +0.046 pp 0.00% +0.000 pp USD25.93 +8.2% 3 qtrs
16 BANK OF NEW YORK MELLON CORP 35.9K +12.2K (+51.2%) 1.01M +403.5K (+66.9%) 0.39% +0.133 pp 0.00% +0.000 pp USD28.45 -1.4% 35 qtrs
17 LPL FINANCIAL LLC 34.0K -2.7K (-7.3%) 952.9K +21.2K (+2.3%) 0.37% -0.029 pp 0.00% +0.000 pp USD28.47 -1.5% 25 qtrs
18 MILLENNIUM MANAGEMENT LLC 30.7K +18.2K (+145.5%) 861.1K +543.2K (+170.8%) 0.34% +0.199 pp 0.00% +0.000 pp USD27.07 +3.6% 3 qtrs
19 UBS GROUP AG 28.3K +24.9K (+744.4%) 792.7K +707.7K (+831.8%) 0.31% +0.272 pp 0.00% +0.000 pp USD28.10 -0.2% 13 qtrs
20 GOLDMAN SACHS GROUP INC 25.8K +14.3K (+124.0%) 724.8K +431.6K (+147.2%) 0.28% +0.156 pp 0.00% +0.000 pp USD26.88 +4.4% 6 qtrs
21 EMERALD MUTUAL FUND ADVISERS TRUST 25.0K -19.2K (-43.4%) 701.3K -422.3K (-37.6%) 0.27% -0.210 pp 0.03% -0.024 pp USD27.21 +3.1% 5 qtrs
22 COMMONWEALTH EQUITY SERVICES, LLC 24.5K -951.0 (-3.7%) 686.6K +40.6K (+6.3%) 0.27% -0.010 pp 0.00% +0.000 pp USD28.44 -1.4% 8 qtrs
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 24.3K +32.0 (+0.1%) 682.1K +64.8K (+10.5%) 0.27% +0.000 pp 0.00% +0.000 pp USD28.73 -2.4% 11 qtrs
24 EAGLE WEALTH STRATEGIES LLC 23.5K +— (+0.0%) 660.0K +61.9K (+10.3%) 0.26% +0.000 pp 0.31% +0.010 pp USD32.91 -14.8% 9 qtrs
25 MORGAN STANLEY 23.5K +9.4K (+66.8%) 658.6K +300.8K (+84.1%) 0.26% +0.103 pp 0.00% +0.000 pp USD29.11 -3.6% 40 qtrs
26 STRATEGIC FINANCIAL SERVICES, INC, 19.8K +— (+0.0%) 632.9K +128.4K (+25.5%) 0.22% +0.000 pp 0.03% +0.004 pp USD26.52 +5.8% 22 qtrs
27 CITADEL ADVISORS LLC 21.3K -2.5K (-10.5%) 597.3K -7.6K (-1.3%) 0.23% -0.027 pp 0.00% +0.000 pp USD25.42 +10.3% 2 qtrs
28 FOURTHSTONE LLC 19.5K -64.3K (-76.8%) 545.8K -1.6M (-74.4%) 0.21% -0.702 pp 0.10% -0.280 pp USD25.51 +10.0% 3 qtrs
29 SQUAREPOINT OPS LLC 18.6K +18.6K (+100.0%) 522.5K +522.5K (+100.0%) 0.20% +0.203 pp 0.00% +0.001 pp USD28.05 +0.0% 1 qtrs NEW
30 LOS ANGELES CAPITAL MANAGEMENT LLC 19.6K +5.6K (+39.5%) 522.0K +163.9K (+45.8%) 0.21% +0.061 pp 0.00% +0.001 pp USD26.42 +6.2% 3 qtrs
31 CHICAGO CAPITAL MANAGEMENT, LLC 15.1K +15.1K (+100.0%) 407.1K +407.1K (+100.0%) 0.16% +0.165 pp 0.28% +0.277 pp USD28.05 +0.0% 1 qtrs NEW
32 ALLIANCE WEALTH ADVISORS, LLC 14.4K +3.0K (+26.5%) 402.9K +114.2K (+39.6%) 0.16% +0.033 pp 0.18% +0.046 pp USD25.97 +8.0% 2 qtrs
33 AQR CAPITAL MANAGEMENT LLC 14.4K +1.2K (+9.2%) 402.7K +68.4K (+20.5%) 0.16% +0.013 pp 0.00% +0.000 pp USD25.64 +9.4% 2 qtrs
34 MINERVA ADVISORS LLC 13.7K +— (+0.0%) 383.8K +36.0K (+10.3%) 0.15% +0.000 pp 0.26% +0.035 pp USD19.40 +44.6% 51 qtrs
35 BARCLAYS PLC 13.7K +3.9K (+39.5%) 383.1K +113.1K (+41.9%) 0.15% +0.042 pp 0.00% +0.000 pp USD27.63 +1.5% 14 qtrs
36 PNC FINANCIAL SERVICES GROUP, INC. 13.6K +5.0 (+0.0%) 382.5K +36.0K (+10.4%) 0.15% +0.000 pp 0.00% +0.000 pp USD20.28 +38.3% 51 qtrs
37 CSS LLC/IL 13.2K +13.2K (+100.0%) 370.6K +370.6K (+100.0%) 0.14% +0.144 pp 0.02% +0.017 pp USD28.05 +0.0% 1 qtrs NEW
38 NUVEEN, LLC 13.0K +— (+0.0%) 363.4K +34.1K (+10.3%) 0.14% +0.000 pp 0.00% +0.000 pp USD24.17 +16.1% 4 qtrs
39 JOHN G ULLMAN & ASSOCIATES INC 12.6K +— (+0.0%) 353.4K +33.1K (+10.3%) 0.14% +0.000 pp 0.05% +0.004 pp USD28.96 -3.1% 9 qtrs
40 RAFFLES ASSOCIATES LP 12.4K -414.0 (-3.2%) 349.2K +22.2K (+6.8%) 0.14% -0.005 pp 0.26% -0.043 pp USD27.21 +3.1% 5 qtrs
41 TREXQUANT INVESTMENT LP 10.6K +10.6K (+100.0%) 297.6K +297.6K (+100.0%) 0.12% +0.116 pp 0.00% +0.003 pp USD28.05 +0.0% 1 qtrs NEW
42 BRIDGEWAY CAPITAL MANAGEMENT, LLC 10.3K +— (+0.0%) 288.2K +27.0K (+10.3%) 0.11% +0.000 pp 0.01% +0.001 pp USD28.26 -0.7% 35 qtrs
43 STIFEL FINANCIAL CORP 9.9K +1.4K (+16.2%) 277.4K +61.1K (+28.3%) 0.11% +0.015 pp 0.00% +0.000 pp USD29.56 -5.1% 34 qtrs
44 DEUTSCHE BANK AG\ 9.7K +6.0K (+161.1%) 272.4K +177.8K (+188.1%) 0.11% +0.065 pp 0.00% +0.000 pp USD27.73 +1.2% 5 qtrs
45 WELLS FARGO & COMPANY/MN 9.6K +3.0K (+46.2%) 270.5K +102.8K (+61.3%) 0.11% +0.033 pp 0.00% +0.000 pp USD27.55 +1.8% 36 qtrs
46 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 9.3K +9.3K (+100.0%) 259.6K +259.6K (+100.0%) 0.10% +0.101 pp 0.00% +0.001 pp USD28.05 +0.0% 1 qtrs NEW
47 QUADRATURE CAPITAL LTD 8.5K -3.0K (-25.8%) 238.8K -53.6K (-18.3%) 0.09% -0.032 pp 0.00% -0.001 pp USD25.42 +10.3% 2 qtrs
48 INVESCO LTD. 8.4K +8.4K (+100.0%) 234.9K +234.9K (+100.0%) 0.09% +0.091 pp 0.00% +0.000 pp USD28.05 +0.0% 1 qtrs NEW
49 BANK OF AMERICA CORP /DE/ 8.2K +3.4K (+68.9%) 231.3K +107.2K (+86.3%) 0.09% +0.037 pp 0.00% +0.000 pp USD27.95 +0.4% 13 qtrs
50 JPMORGAN CHASE & CO 7.1K -2.9K (-29.0%) 197.8K -54.5K (-21.6%) 0.08% -0.031 pp 0.00% +0.000 pp USD27.12 +3.4% 12 qtrs
51 RHUMBLINE ADVISERS 6.8K -869.0 (-11.4%) 189.6K -4.3K (-2.2%) 0.07% -0.010 pp 0.00% +0.000 pp USD29.15 -3.8% 11 qtrs
52 ROYAL BANK OF CANADA 6.1K +459.0 (+8.1%) 172.0K +28.0K (+19.4%) 0.07% +0.005 pp 0.00% +0.000 pp USD31.64 -11.3% 45 qtrs
53 EMERALD ADVISERS, LLC 4.5K +— (+0.0%) 126.2K +11.8K (+10.3%) 0.05% +0.000 pp 0.00% +0.000 pp USD27.21 +3.1% 5 qtrs
54 COMMUNITY BANK, N.A. 4.5K -2.3K (-34.0%) 125.8K -47.0K (-27.2%) 0.05% -0.025 pp 0.01% -0.006 pp USD26.99 +3.9% 45 qtrs
55 METLIFE INVESTMENT MANAGEMENT, LLC 4.4K +— (+0.0%) 122.7K +11.5K (+10.3%) 0.05% +0.000 pp 0.00% +0.000 pp USD29.06 -3.5% 11 qtrs
56 ACADIAN ASSET MANAGEMENT LLC 4.2K +1.5K (+57.4%) 117.0K +50.0K (+74.6%) 0.05% +0.017 pp 0.00% +0.000 pp USD26.38 +6.3% 2 qtrs
57 LARSON FINANCIAL GROUP LLC 4.1K +4.1K (+100.0%) 114.5K +114.5K (+100.0%) 0.04% +0.045 pp 0.00% +0.004 pp USD28.05 +0.0% 1 qtrs NEW
58 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 4.0K -92.0 (-2.3%) 111.8K +8.1K (+7.9%) 0.04% -0.001 pp 0.00% +0.000 pp USD25.01 +12.2% 7 qtrs
59 PEOPLES FINANCIAL SERVICES CORP. 3.6K +— (+0.0%) 99.7K +9.4K (+10.4%) 0.04% +0.000 pp 0.05% +0.006 pp USD18.89 +48.5% 49 qtrs
60 NEW YORK STATE COMMON RETIREMENT FUND 3.3K +— (+0.0%) 91.5K +8.6K (+10.3%) 0.04% +0.000 pp 0.00% +0.000 pp USD29.46 -4.8% 11 qtrs
61 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 2.9K +— (+0.0%) 80.1K +7.5K (+10.3%) 0.03% +0.000 pp 0.00% +0.000 pp USD26.36 +6.4% 5 qtrs
62 BANGOR SAVINGS BANK 2.2K +25.0 (+1.2%) 61.7K +6.4K (+11.6%) 0.02% +0.000 pp 0.01% +0.000 pp USD27.03 +3.8% 15 qtrs
63 RUSSELL INVESTMENTS GROUP, LTD. 2.1K -47.0 (-2.2%) 58.7K +4.3K (+7.9%) 0.02% -0.001 pp 0.00% +0.000 pp USD24.68 +13.7% 4 qtrs
64 NBT BANK N A /NY 2.0K +— (+0.0%) 56.4K +5.3K (+10.3%) 0.02% +0.000 pp 0.00% +0.000 pp USD27.58 +1.7% 6 qtrs
65 BNP PARIBAS ARBITRAGE, SNC 1.9K -193.0 (-9.2%) 53.5K +109.0 (+0.2%) 0.02% -0.002 pp 0.00% +0.000 pp USD26.16 +7.2% 35 qtrs
66 ADVISOR GROUP HOLDINGS, INC. 960.00 +500.0 (+108.7%) 26.9K +14.5K (+116.3%) 0.01% +0.006 pp 0.00% +0.000 pp USD27.14 +3.4% 24 qtrs
67 GREAT WEST LIFE ASSURANCE CO /CAN/ 880.00 +378.0 (+75.3%) 25.0K +12.0K (+92.3%) 0.01% +0.004 pp 0.00% +0.000 pp USD28.25 -0.7% 20 qtrs
68 LEGAL & GENERAL GROUP PLC 800.00 +— (+0.0%) 22.4K +2.1K (+10.3%) 0.01% +0.000 pp 0.00% +0.000 pp USD28.78 -2.5% 11 qtrs
69 CWM, LLC 798.00 +121.0 (+17.9%) 22.0K +5.0K (+29.4%) 0.01% +0.001 pp 0.00% +0.000 pp USD26.17 +7.2% 6 qtrs
70 AMERITAS INVESTMENT PARTNERS, INC. 609.00 +— (+0.0%) 17.1K +1.6K (+10.3%) 0.01% +0.000 pp 0.00% +0.000 pp USD29.53 -5.0% 11 qtrs
71 STATE OF ALASKA, DEPARTMENT OF REVENUE 621.00 +621.0 (+100.0%) 17.0K +17.0K (+100.0%) 0.01% +0.007 pp 0.00% +0.000 pp USD28.05 +0.0% 1 qtrs NEW
72 FMR LLC 541.00 +352.0 (+186.2%) 15.2K +10.4K (+216.1%) 0.01% +0.004 pp 0.00% +0.000 pp USD28.20 -0.5% 12 qtrs
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 530.00 -12.0 (-2.2%) 14.9K +1.1K (+7.9%) 0.01% 0.000 pp 0.00% +0.000 pp USD29.52 -5.0% 11 qtrs
74 TRIUMPH CAPITAL MANAGEMENT 500.00 +— (+0.0%) 14.0K +1.3K (+10.3%) 0.01% +0.000 pp 0.00% +0.000 pp USD25.42 +10.3% 2 qtrs
75 STERLING CAPITAL MANAGEMENT LLC 496.00 -98.0 (-16.5%) 13.9K -1.2K (-7.9%) 0.01% -0.001 pp 0.00% +0.000 pp USD25.91 +8.3% 6 qtrs
76 TOWER RESEARCH CAPITAL LLC (TRC) 396.00 -168.0 (-29.8%) 11.1K -3.2K (-22.5%) 0.00% -0.002 pp 0.00% 0.000 pp USD25.43 +10.3% 25 qtrs
77 CITIGROUP INC 385.00 +286.0 (+288.9%) 10.8K +8.3K (+329.3%) 0.00% +0.003 pp 0.00% +0.000 pp USD28.11 -0.2% 14 qtrs
78 STONE HOUSE INVESTMENT MANAGEMENT, LLC 379.00 +— (+0.0%) 10.6K +996.0 (+10.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD24.17 +16.1% 12 qtrs
79 AMALGAMATED BANK 270.00 +21.0 (+8.4%) 8.0K +2.0K (+33.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD29.41 -4.6% 11 qtrs
80 UBS ASSET MANAGEMENT AMERICAS INC 158.00 +158.0 (+100.0%) 4.4K +4.4K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD28.04 +0.0% 1 qtrs NEW
81 OPTIVER HOLDING B.V. 128.00 +— (+0.0%) 3.6K +336.0 (+10.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD25.41 +10.4% 2 qtrs
82 NEWEDGE ADVISORS, LLC 87.00 +— (+0.0%) 2.4K +228.0 (+10.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD24.16 +16.1% 4 qtrs
83 GAMMA INVESTING LLC 69.00 +5.0 (+7.8%) 1.9K +308.0 (+18.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD25.59 +9.6% 5 qtrs
84 40.00 +40.0 (+100.0%) 1.1K +1.1K (+100.0%) 0.00% +0.000 pp 0.00% +0.001 pp USD28.05 +0.0% 1 qtrs NEW
85 HARBOR CAPITAL ADVISORS, INC. 49.00 -1.0 (-2.0%) 1.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD27.55 +1.8% 6 qtrs
86 PACIFIC CENTER FOR FINANCIAL SERVICES 31.00 +— (+0.0%) 789.00 +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD24.71 +13.5% 4 qtrs
87 EVERSOURCE WEALTH ADVISORS, LLC 26.00 +3.0 (+13.0%) 729.00 +144.0 (+24.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD25.73 +9.0% 4 qtrs
88 ALLWORTH FINANCIAL LP 15.00 +— (+0.0%) 421.00 +39.0 (+10.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD25.40 +10.4% 3 qtrs
89 TRUE WEALTH DESIGN, LLC 14.00 +— (+0.0%) 393.00 +37.0 (+10.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD25.29 +10.9% 4 qtrs
90 SBI SECURITIES CO., LTD. 5.00 +2.0 (+66.7%) 140.00 +64.0 (+84.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.00 +7.9% 4 qtrs
91 IFP ADVISORS, INC 3.00 -4.0 (-57.1%) 84.00 -94.0 (-52.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD25.00 +12.2% 3 qtrs
92 MAI CAPITAL MANAGEMENT 1.00 +1.0 (+100.0%) 29.00 +29.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.00 +0.2% 1 qtrs NEW
93 CLEARSTEAD ADVISORS, LLC 1.00 +— (+0.0%) 29.00 +3.0 (+11.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD25.00 +12.2% 2 qtrs
94 SUNBELT SECURITIES, INC. 1.00 +— (+0.0%) 28.00 +3.0 (+12.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD25.00 +12.2% 2 qtrs
95 CREATIVE FINANCIAL DESIGNS INC /ADV -86.0 (-100.0%) -2.2K (-100.0%) 0.00% -0.001 pp 0.00% 0.000 pp USD 7 qtrs SOLD
96 SRS CAPITAL ADVISORS, INC. -420.0 (-100.0%) -10.7K (-100.0%) 0.00% -0.005 pp 0.00% 0.000 pp USD 2 qtrs SOLD
97 JANE STREET GROUP, LLC -8.3K (-100.0%) -212.0K (-100.0%) 0.00% -0.091 pp 0.00% +0.000 pp USD 2 qtrs SOLD
98 ADVISORY SERVICES NETWORK, LLC -300.0 (-100.0%) -7.6K (-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 74 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.20% 496.1K 0.12%
2 First Trust NASDAQ ABA Community Bank Index Fund QABA 0.14% 123.8K 0.63%
3 iShares Micro-Cap ETF IWC 0.07% 1.11M 0.60%
4 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.03% 3.3K 0.29%
5 iShares Russell 2000 Value ETF IWN 0.02% 3.34M 0.24%
6 WisdomTree US Equity Income UCITS ETF DHSD.L 0.02% 37.8K 0.29%
7 WisdomTree US Equity Income UCITS ETF - GBP Hedged Acc DHSG.L 0.02% 50.5K 0.35%
8 WisdomTree US Equity Income UCITS ETF - Acc DHSA.L 0.02% 37.8K 0.29%
9 WisdomTree US Equity Income UCITS ETF - EUR Hedged Acc WTDY.DE 0.02% 43.0K 0.35%
10 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.02% 219.9K 0.20%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
36
Sells
0
Shares acquired
5.0K
Shares disposed
Cash buys
11.00
Cash sales
Net activity
+5,001
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
2026-05-26 Schmalzle Ronald R Director P-Purchase A Common Stock 700 30.19 21.1K 27,168 I
2026-05-12 FORTE ANDREW Director P-Purchase A Common Stock 270 29.58 8.0K 7,624 I
2026-05-11 Shook James Director A-Award A Common Stock 45 30.20 1.4K 9,398 D
2026-05-11 Schmalzle Ronald R Director A-Award A Common Stock 45 30.20 1.4K 9,390 D
2026-05-11 PHILLIPS KENNETH A Director A-Award A Common Stock 45 30.20 1.4K 15,805 D
2026-05-11 Nolan Alexandra K Director A-Award A Common Stock 45 30.20 1.4K 2,806 D
2026-05-11 Nacinovich Marissa S Director A-Award A Common Stock 45 30.20 1.4K 484 D
2026-05-11 Matergia Ralph A Director A-Award A Common Stock 45 30.20 1.4K 26,518 D
2026-05-11 LAMONT KEVIN M Director A-Award A Common Stock 45 30.20 1.4K 135,960 D
2026-05-11 Hungerford Meg L Director A-Award A Common Stock 45 30.20 1.4K 6,243 D
2026-05-11 Gifford Jeffrey S Director A-Award A Common Stock 45 30.20 1.4K 26,682 D
2026-05-11 FORTE ANDREW Director A-Award A Common Stock 55 30.20 1.7K 12,172 D
2026-05-11 Carroll Joseph W Director A-Award A Common Stock 45 30.20 1.4K 41,739 D
2026-05-11 Andress Spencer J Director A-Award A Common Stock 45 30.20 1.4K 8,325 D
2026-05-05 Carroll Joseph W Director P-Purchase A Common Stock 276 29.46 8.1K 1,100 I
2026-05-01 Carroll Joseph W Director P-Purchase A Common Stock 180 29.61 5.3K 904 I
2026-04-30 Shook James Director P-Purchase A Common Stock 375 29.06 10.9K 9,353 D
2026-04-30 McCaffery John Martin JR Officer P-Purchase A Common Stock 1,000 29.44 29.4K 4,000 I
2026-04-29 Donnelly James O Director / Officer P-Purchase A Common Stock 100 29.06 2.9K 300 I
2026-04-10 Shook James Director A-Award A Common Stock 45 30.39 1.4K 8,978 D
2026-04-10 Schmalzle Ronald R Director A-Award A Common Stock 45 30.39 1.4K 9,345 D
2026-04-10 PHILLIPS KENNETH A Director A-Award A Common Stock 45 30.39 1.4K 15,760 D
2026-04-10 Nolan Alexandra K Director A-Award A Common Stock 45 30.39 1.4K 2,761 D
2026-04-10 Nacinovich Marissa S Director A-Award A Common Stock 45 30.39 1.4K 439 D
2026-04-10 Matergia Ralph A Director A-Award A Common Stock 45 30.39 1.4K 26,473 D
2026-04-10 LAMONT KEVIN M Director A-Award A Common Stock 45 30.39 1.4K 135,915 D
2026-04-10 Hungerford Meg L Director A-Award A Common Stock 45 30.39 1.4K 6,198 D
2026-04-10 Gifford Jeffrey S Director A-Award A Common Stock 45 30.39 1.4K 26,637 D
2026-04-10 FORTE ANDREW Director A-Award A Common Stock 55 30.39 1.7K 12,117 D
2026-04-10 Carroll Joseph W Director A-Award A Common Stock 45 30.39 1.4K 41,594 D
2026-04-10 Andress Spencer J Director A-Award A Common Stock 45 30.39 1.4K 8,280 D
2026-03-11 Shook James Director A-Award A Common Stock 46 29.40 1.4K 8,933 D
2026-03-11 Schmalzle Ronald R Director A-Award A Common Stock 46 29.40 1.4K 9,300 D
2026-03-11 PHILLIPS KENNETH A Director A-Award A Common Stock 46 29.40 1.4K 15,715 D
2026-03-11 Nolan Alexandra K Director A-Award A Common Stock 46 29.40 1.4K 2,716 D
2026-03-11 Nacinovich Marissa S Director A-Award A Common Stock 46 29.40 1.4K 394 D
2026-03-11 Matergia Ralph A Director A-Award A Common Stock 46 29.40 1.4K 26,428 D
2026-03-11 LAMONT KEVIN M Director A-Award A Common Stock 46 29.40 1.4K 135,870 D
2026-03-11 Hungerford Meg L Director A-Award A Common Stock 46 29.40 1.4K 6,153 D
2026-03-11 Gifford Jeffrey S Director A-Award A Common Stock 46 29.40 1.4K 26,592 D
2026-03-11 FORTE ANDREW Director A-Award A Common Stock 57 29.40 1.7K 12,062 D
2026-03-11 Carroll Joseph W Director A-Award A Common Stock 46 29.40 1.4K 41,549 D
2026-03-11 Andress Spencer J Director A-Award A Common Stock 46 29.40 1.4K 8,235 D
2026-02-11 Shook James Director A-Award A Common Stock 43 31.62 1.4K 8,887 D
2026-02-11 Schmalzle Ronald R Director A-Award A Common Stock 43 31.62 1.4K 8,654 D
2026-02-11 PHILLIPS KENNETH A Director A-Award A Common Stock 43 31.62 1.4K 15,669 D
2026-02-11 Nolan Alexandra K Director A-Award A Common Stock 43 31.62 1.4K 2,670 D
2026-02-11 Nacinovich Marissa S Director A-Award A Common Stock 43 31.62 1.4K 348 D
2026-02-11 Matergia Ralph A Director A-Award A Common Stock 43 31.62 1.4K 26,382 D
2026-02-11 LAMONT KEVIN M Director A-Award A Common Stock 43 31.62 1.4K 135,824 D
2026-02-11 Hungerford Meg L Director A-Award A Common Stock 43 31.62 1.4K 6,107 D
2026-02-11 Gifford Jeffrey S Director A-Award A Common Stock 43 31.62 1.4K 26,519 D
2026-02-11 FORTE ANDREW Director A-Award A Common Stock 53 31.62 1.7K 12,005 D
2026-01-28 Shook James Director P-Purchase A Common Stock 3,500 28.80 100.8K 8,330 D
2026-01-28 Carroll Joseph W Director P-Purchase A Common Stock 2,000 28.21 56.4K 41,503 D
2026-01-27 Donnelly James O Director / Officer P-Purchase A Common Stock 200 28.15 5.6K 200 I
2026-01-27 Carroll Joseph W Director P-Purchase A Common Stock 2,000 27.91 55.8K 37,503 D
2026-01-12 Shook James Director A-Award A Common Stock 105 28.42 3.0K 8,844 D
2026-01-12 Schmalzle Ronald R Director A-Award A Common Stock 105 28.42 3.0K 8,611 D
2026-01-12 PHILLIPS KENNETH A Director A-Award A Common Stock 105 28.42 3.0K 15,626 D
2026-01-12 Nolan Alexandra K Director A-Award A Common Stock 105 28.42 3.0K 2,627 D
2026-01-12 Nacinovich Marissa S Director A-Award A Common Stock 105 28.42 3.0K 305 D
2026-01-12 Matergia Ralph A Director A-Award A Common Stock 105 28.42 3.0K 26,339 D
2026-01-12 LAMONT KEVIN M Director A-Award A Common Stock 105 28.42 3.0K 135,781 D
2026-01-12 Hungerford Meg L Director A-Award A Common Stock 105 28.42 3.0K 6,064 D
2026-01-12 Gifford Jeffrey S Director A-Award A Common Stock 105 28.42 3.0K 26,503 D
2026-01-12 FORTE ANDREW Director A-Award A Common Stock 105 28.42 3.0K 11,952 D
2026-01-05 Carroll Joseph W Director Common Stock 0 0.00 35,503 D
2026-01-05 Andress Spencer J Director Common Stock 0 0.00 8,189 D
2026-01-05 AMIN JANAK M Officer Common Stock 0 0.00 923 I
2025-12-31 Donnelly James O Director / Officer Common Stock 0 0.00 3,868 I
2025-12-19 CARMODY JOHN F Officer F-InKind D Common Stock 407 29.95 12.2K 9,725 D
2025-12-16 Shook James Director A-Award A Common Stock 825 29.80 24.6K 825 I
2025-12-16 Schmalzle Ronald R Director A-Award A Common Stock 825 29.80 24.6K 825 I
2025-12-16 PHILLIPS KENNETH A Director A-Award A Common Stock 825 29.80 24.6K 825 I
2025-12-16 Nolan Alexandra K Director A-Award A Common Stock 825 29.80 24.6K 825 I
2025-12-16 Nacinovich Marissa S Director A-Award A Common Stock 825 29.80 24.6K 825 I
2025-12-16 McCaffery John Martin JR Officer A-Award A Common Stock 2,000 29.80 59.6K 2,000 I
2025-12-16 Matergia Ralph A Director A-Award A Common Stock 825 29.80 24.6K 825 I
2025-12-16 LAMONT KEVIN M Director A-Award A Common Stock 825 29.80 24.6K 825 I
2025-12-16 Hungerford Meg L Director A-Award A Common Stock 825 29.80 24.6K 825 I
2025-12-16 Gifford Jeffrey S Director A-Award A Common Stock 825 29.80 24.6K 825 I
2025-12-16 FORTE ANDREW Director A-Award A Common Stock 825 29.80 24.6K 825 I
2025-12-16 Donnelly James O Director / Officer A-Award A Common Stock 6,651 29.80 198.2K 6,651 I
2025-12-16 CARMODY JOHN F Officer A-Award A Common Stock 1,500 29.80 44.7K 1,500 I
2025-11-03 Shook James Director G-Gift D Common Stock 409 0.00 0 I
2025-10-31 PHILLIPS KENNETH A Director P-Purchase A Common Stock 100 26.50 2.7K 14,490 D
2025-10-27 Shook James Director P-Purchase A Common Stock 200 26.62 5.3K 2,793 D
2025-10-10 Schmalzle Ronald R Director A-Award A Common Stock 116 25.84 3.0K 8,506 D
2025-10-10 PHILLIPS KENNETH A Director A-Award A Common Stock 116 25.84 3.0K 15,521 D
2025-10-10 Nolan Alexandra K Director A-Award A Common Stock 116 25.84 3.0K 2,522 D
2025-10-10 Matergia Ralph A Director A-Award A Common Stock 116 25.84 3.0K 26,234 D
2025-10-10 LAMONT KEVIN M Director A-Award A Common Stock 116 25.84 3.0K 135,676 D
2025-10-10 Hungerford Meg L Director A-Award A Common Stock 116 25.84 3.0K 5,959 D
2025-10-10 Gifford Jeffrey S Director A-Award A Common Stock 116 28.42 3.3K 26,398 D
2025-10-10 FORTE ANDREW Director A-Award A Common Stock 116 25.84 3.0K 11,847 D
2025-09-16 Shook James Director Common Stock 0 0.00 1,030 D
2025-09-16 Nacinovich Marissa S Director COMMON STOCK 0 0.00 200 D
2025-08-06 Donnelly James O Director / Officer P-Purchase A Common Stock 200 23.90 4.8K 8,663 D
2025-08-05 Schmalzle Ronald R Director P-Purchase A Common Stock 600 24.35 14.6K 8,715 D
2025-08-01 McCaffery John Martin JR Officer P-Purchase A Common Stock 500 24.10 12.1K 3,000 I
2025-07-29 FORTE ANDREW Director P-Purchase A Common Stock 400 24.57 9.8K 7,544 I
2025-07-25 Donnelly James O Director / Officer P-Purchase A Common Stock 100 24.40 2.4K 8,463 D
2025-07-10 PHILLIPS KENNETH A Director A-Award A Common Stock 117 25.60 3.0K 15,405 D
2025-07-10 Nolan Alexandra K Director A-Award A Common Stock 117 25.60 3.0K 2,406 D
2025-07-10 Matergia Ralph A Director A-Award A Common Stock 117 25.60 3.0K 26,118 D
2025-07-10 LAMONT KEVIN M Director A-Award A Common Stock 117 25.60 3.0K 135,560 D
2025-07-10 Hungerford Meg L Director A-Award A Common Stock 117 25.60 3.0K 5,843 D
2025-07-10 Gifford Jeffrey S Director A-Award A Common Stock 117 25.60 3.0K 26,282 D
2025-07-10 FORTE ANDREW Director A-Award A Common Stock 117 25.60 3.0K 11,731 D
2025-04-30 McCaffery John Martin JR Officer P-Purchase A Common Stock 500 25.00 12.5K 2,500 I
2025-04-25 FORTE ANDREW Director P-Purchase A Common Stock 485 24.50 11.9K 6,405 I
2025-04-24 Donnelly James O Director / Officer P-Purchase A Common Stock 100 24.30 2.4K 8,036 D
2025-04-10 PHILLIPS KENNETH A Director A-Award A Common Stock 123 24.33 3.0K 15,288 D
2025-04-10 Nolan Alexandra K Director A-Award A Common Stock 123 24.33 3.0K 2,289 D
2025-04-10 Matergia Ralph A Director A-Award A Common Stock 123 24.33 3.0K 26,001 D
2025-04-10 LAMONT KEVIN M Director A-Award A Common Stock 123 24.33 3.0K 135,443 D
2025-04-10 Hungerford Meg L Director A-Award A Common Stock 123 24.33 3.0K 5,726 D
2025-04-10 Gifford Jeffrey S Director A-Award A Common Stock 123 24.33 3.0K 26,165 D
2025-04-10 FORTE ANDREW Director A-Award A Common Stock 123 24.33 3.0K 11,614 D
2025-02-18 CAMPFIELD SUSAN 0 0.00 0
2025-02-07 Schmalzle Ronald R Director P-Purchase A Common Stock 2,800 26.49 74.2K 26,468 I
2025-02-05 Schmalzle Ronald R Director P-Purchase A Common Stock 8,500 26.59 226.0K 23,668 I
2025-02-04 Schmalzle Ronald R Director P-Purchase A Common Stock 6 26.26 157.56 15,168 I
2025-01-31 Schmalzle Ronald R Director P-Purchase A Common Stock 3,129 26.00 81.4K 12,605 I
2025-01-30 Schmalzle Ronald R Director P-Purchase A Common Stock 2,000 26.00 52.0K 17,621 D
2025-01-21 PHILLIPS KENNETH A Director A-Award A Common Stock 122 26.44 3.2K 122 I
2025-01-21 Nolan Alexandra K Director A-Award A Common Stock 122 26.44 3.2K 122 I
2025-01-21 Matergia Ralph A Director A-Award A Common Stock 122 26.44 3.2K 122 I
2025-01-21 LAMONT KEVIN M Director A-Award A Common Stock 122 26.44 3.2K 122 I
2025-01-21 Hungerford Meg L Director A-Award A Common Stock 122 26.44 3.2K 122 I
2025-01-21 Gifford Jeffrey S Director A-Award A Common Stock 122 26.44 3.2K 122 I
2025-01-21 FORTE ANDREW Director A-Award A Common Stock 122 26.44 3.2K 122 I
2025-01-21 CRITELLI LEWIS J Director A-Award A Common Stock 122 26.44 3.2K 122 I
2025-01-21 CAMPFIELD SUSAN Director A-Award A Common Stock 122 26.44 3.2K 122 I
2024-12-24 Schmalzle Ronald R Director A-Award A Common Stock 825 27.25 22.5K 825 I
2024-12-24 PHILLIPS KENNETH A Director A-Award A Common Stock 825 27.25 22.5K 825 I
2024-12-24 O'Bell Vincent Officer A-Award A Common Stock 1,500 27.25 40.9K 1,500 I
2024-12-24 Nolan Alexandra K Director A-Award A Common Stock 825 27.25 22.5K 825 I
2024-12-24 McCaffery John Martin JR Officer A-Award A Common Stock 1,500 27.25 40.9K 1,500 I
2024-12-24 Matergia Ralph A Director A-Award A Common Stock 825 27.25 22.5K 825 I
2024-12-24 LAMONT KEVIN M Director A-Award A Common Stock 825 27.25 22.5K 825 I
2024-12-24 Hungerford Meg L Director A-Award A Common Stock 825 27.25 22.5K 825 I
2024-12-24 Gifford Jeffrey S Director A-Award A Common Stock 825 27.25 22.5K 825 I
2024-12-24 FORTE ANDREW Director A-Award A Common Stock 825 27.25 22.5K 825 I
2024-12-24 Donnelly James O Director / Officer A-Award A Common Stock 5,923 27.25 161.4K 5,923 I
2024-12-24 CRITELLI LEWIS J Director A-Award A Common Stock 825 27.25 22.5K 825 I
2024-12-24 CARMODY JOHN F Officer A-Award A Common Stock 1,500 27.25 40.9K 1,500 I
2024-12-24 CAMPFIELD SUSAN Director A-Award A Common Stock 825 27.25 22.5K 825 I
2024-12-20 O'Bell Vincent Officer P-Purchase A Common Stock 1,154 26.00 30.0K 3,132 D
2024-12-20 CARMODY JOHN F Officer F-InKind D Common Stock 392 30.61 12.0K 7,282 D
2024-12-19 Schmalzle Ronald R Director P-Purchase A Common Stock 7,692 26.00 200.0K 15,510 D
2024-12-19 O'Bell Vincent Officer A-Award A Common Stock 1,154 26.00 30.0K 2,202 D
2024-12-19 McCaffery John Martin JR Officer A-Award A Common Stock 1,000 26.00 26.0K 1,000 D
2024-12-19 Matergia Ralph A Director A-Award A Common Stock 3,846 26.00 100.0K 24,284 D
2024-12-19 LAMONT KEVIN M Director A-Award A Common Stock 769 26.00 20.0K 133,834 D
2024-12-19 Hungerford Meg L Director A-Award A Common Stock 961 26.00 25.0K 3,476 D
2024-12-19 Gifford Jeffrey S Director A-Award A Common Stock 5,000 26.00 130.0K 25,129 D
2024-12-19 FORTE ANDREW Director A-Award A Common Stock 384 26.00 10.0K 9,026 D
2024-12-19 Donnelly James O Director / Officer A-Award A Common Stock 1,538 26.00 40.0K 4,609 D
2024-12-19 CRITELLI LEWIS J Director A-Award A Common Stock 1,000 26.00 26.0K 37,352 D
2024-09-10 Schmalzle Ronald R Director P-Purchase A Common Stock 7,400 27.00 199.8K 7,400
2024-08-14 McCaffery John Martin JR Officer P-Purchase A Common Stock 200 25.00 5.0K 200
2024-08-13 McCaffery John Martin JR Officer P-Purchase A Common Stock 200 25.15 5.0K 200
2024-08-12 McCaffery John Martin JR Officer P-Purchase A Common Stock 145 25.50 3.7K 145
2024-08-09 McCaffery John Martin JR Officer P-Purchase A Common Stock 26 25.90 673.40 26
2024-08-08 McCaffery John Martin JR Officer P-Purchase A Common Stock 205 25.74 5.3K 205
2024-08-06 McCaffery John Martin JR Officer P-Purchase A Common Stock 250 25.60 6.4K 250
2024-08-05 McCaffery John Martin JR Officer P-Purchase A Common Stock 150 25.29 3.8K 150
2024-08-02 McCaffery John Martin JR Officer P-Purchase A Common Stock 250 27.00 6.8K 250
2024-08-02 LANCE WILLIAM S 0 0.00 0
2024-07-16 Schmalzle Ronald R 0 0.00 0
2024-06-24 McCaffery John Martin JR Officer I Common Stock 0 0.00 1,004
2024-05-10 Gifford Jeffrey S Director P-Purchase A Common Stock 1,000 24.25 24.3K 19,519
2024-04-24 FORTE ANDREW Director P-Purchase A Common Stock 400 24.63 9.9K 7,544
2024-04-23 Donnelly James O Director / Officer P-Purchase A Common Stock 100 24.57 2.5K 4,193
2024-03-19 ADAMS JOSEPH W 0 0.00 0
2024-02-22 Donnelly James O Director / Officer P-Purchase A Common Stock 193 25.95 5.0K 4,093
2024-01-02 MANCUSO ROBERT J 0 0.00 0
2023-12-26 MANCUSO ROBERT J Officer F-InKind D Common Stock 364 31.53 11.5K 18,569
2023-12-26 CARMODY JOHN F Officer F-InKind D Common Stock 364 31.53 11.5K 7,674
2023-12-19 PHILLIPS KENNETH A Director G-Gift D Common Stock 150 0.00 13,571
2023-12-12 PHILLIPS KENNETH A Director M-Exempt A Common Stock 500 29.66 14.8K 13,721
2023-12-12 O'Bell Vincent Officer A-Award A Common Stock 1,500 29.66 44.5K 1,500
2023-12-12 Nolan Alexandra K Director A-Award A Common Stock 700 29.66 20.8K 700
2023-12-12 Matergia Ralph A Director A-Award A Common Stock 700 29.66 20.8K 700
2023-12-12 LANCE WILLIAM S Officer A-Award A Common Stock 1,500 29.66 44.5K 1,500
2023-12-12 LAMONT KEVIN M Director A-Award A Common Stock 700 29.66 20.8K 700
2023-12-12 Hungerford Meg L Director A-Award A Common Stock 700 29.66 20.8K 700
2023-12-12 Gifford Jeffrey S Director A-Award A Common Stock 700 29.66 20.8K 700
2023-12-12 FORTE ANDREW Director A-Award A Common Stock 700 29.66 20.8K 700
2023-12-12 Donnelly James O Director / Officer A-Award A Common Stock 6 29.66 191.19 6,446
2023-12-12 CRITELLI LEWIS J Director A-Award A Common Stock 700 29.66 20.8K 700
2023-12-12 CARMODY JOHN F Officer A-Award A Common Stock 1,500 29.66 44.5K 1,500
2023-12-12 CAMPFIELD SUSAN Director A-Award A Common Stock 700 29.66 20.8K 700
2023-12-12 ADAMS JOSEPH W Director A-Award A Common Stock 700 29.66 20.8K 700
2023-11-16 FORTE ANDREW Director P-Purchase A Common Stock 200 27.69 5.5K 5,920
2023-11-13 FORTE ANDREW Director M-Exempt A Common Stock 750 17.93 13.4K 7,903
2023-10-25 Donnelly James O Director / Officer P-Purchase A Common Stock 100 24.35 2.4K 3,400
2023-10-16 Gifford Jeffrey S Director S-Sale D Common Stock 3 25.05 75.15 2,184

Executive team

Top executives
EBIT / Employee
134.4K
Shares Outstanding
9.23M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 James O. Donnelly President and Chief Executive Officer 605.0K 151.3K 198.2K 55.3K 1.01M 19.63%
2 2025 John M. McCaffery Executive Vice President, Chief Financial Officer 350.2K 136.0K 59.6K 39.9K 585.7K 10.18%
3 2025 John F. Carmody Executive Vice President, Chief Credit Officer 260.0K 94.1K 44.7K 56.6K 455.5K 9.81%
4 2024 James O. Donnelly President and Chief Executive Officer 538.0K 134.5K 161.4K 40.8K 874.7K 18.45%
5 2024 Vincent G. O’Bell Chief Lending Officer 241.5K 58.0K 40.9K 32.4K 372.8K 10.96%
6 2024 John F. Carmody Executive Vice President, Chief Credit Officer 235.3K 56.3K 40.9K 33.6K 366.2K 11.16%
7 2023 James O. Donnelly President and Chief Executive Officer 478.1K 115.0K 191.2K 32.1K 816.4K 23.42%
8 2023 William S. Lance Executive Vice President, Chief Financial Officer and Secretary 300.4K 81.5K 44.5K 41.5K 467.9K 9.51%
9 2023 Vincent G. O’Bell Chief Lending Officer 230.0K 49.2K 44.5K 31.1K 354.8K 12.54%
10 2022 Lewis J. Critelli President and Chief Executive Officer 237.5K 125.0K 139.2K 227.5K 729.2K 19.09%
11 2022 James O. Donnelly President and Chief Executive Officer 261.5K 119.0K 161.0K 18.8K 560.3K 28.73%
12 2022 William S. Lance Executive Vice President, Chief Financial Officer and Secretary 280.0K 108.8K 50.3K 39.8K 478.9K 10.50%
13 2022 Robert J. Mancuso Chief Operating Officer 215.0K 75.3K 50.3K 34.5K 375.0K 13.41%
14 2021 Lewis J. Critelli President and Chief Executive Officer 475.0K 200.0K 64.5K 739.5K 0.00%
15 2021 William S. Lance Executive Vice President, Chief Financial Officer and Secretary 260.0K 93.6K 38.7K 37.7K 430.0K 9.00%
16 2021 Robert J. Mancuso Chief Operating Officer 200.0K 72.0K 38.7K 32.3K 343.0K 11.28%
17 2020 Lewis J. Critelli President and Chief Executive Officer 390.0K 200.0K 67.3K 54.9K 712.2K 9.45%
18 2020 William S. Lance Executive Vice President, Chief Financial Officer and Secretary 225.0K 110.5K 33.7K 32.7K 401.8K 8.38%
19 2020 James F. Burke Executive Vice President and Chief Lending Officer 220.0K 85.0K 33.7K 26.3K 365.0K 9.22%
20 2019 Lewis J. Critelli President and Chief Executive Officer 370.0K 125.0K 90.1K 55.2K 640.3K 14.06%
21 2019 William S. Lance Executive Vice President, Chief Financial Officer and Secretary 210.0K 58.0K 45.0K 30.2K 343.2K 13.12%
22 2019 James F. Burke Executive Vice President and Chief Lending Officer 208.0K 57.0K 45.0K 24.5K 334.6K 13.46%
23 2018 Lewis J. Critelli President and Chief Executive Officer 325.0K 125.0K 80.9K 51.0K 581.9K 13.89%
24 2018 William S. Lance Executive Vice President, Chief Financial Officer and Secretary 191.0K 58.0K 40.4K 29.6K 319.0K 12.67%
25 2018 James F. Burke Executive Vice President and Chief Lending Officer 190.0K 57.0K 40.4K 22.9K 310.3K 13.03%
26 2017 Lewis J. Critelli President and Chief Executive Officer 260.0K 125.0K 98.4K 45.1K 528.5K 18.62%
27 2017 William S. Lance Executive Vice President, Chief Financial Officer and Secretary 175.3K 50.0K 49.2K 19.1K 293.6K 16.76%
28 2017 Robert J. Mancuso Executive Vice President and Chief Operating Officer 144.0K 45.0K 49.2K 37.9K 276.1K 17.82%
29 2017 James F. Burke Executive Vice President and Chief Lending Officer 165.0K 50.0K 49.2K 15.9K 274.6K 17.92%
30 2017 John F. Carmody Executive Vice President and Chief Credit Officer 139.0K 27.0K 49.2K 21.3K 236.5K 20.81%
31 2016 Lewis J. Critelli President and Chief Executive Officer 237.0K 100.0K 67.1K 79.3K 483.5K 13.88%
32 2016 William S. Lance Executive Vice President, Chief Financial Officer and Secretary 170.5K 42.5K 33.6K 17.7K 264.2K 12.70%
33 2016 James F. Burke Executive Vice President and Chief Lending Officer 155.0K 35.0K 33.6K 16.2K 239.8K 13.99%
34 2016 Robert J. Mancuso Executive Vice President and Chief Operating Officer 136.5K 37.5K 33.6K 14.4K 222.0K 15.12%
35 2016 Robert J. Mancuso Executive Vice President and Chief Information Officer 136.5K 37.5K 33.6K 14.4K 222.0K 15.12%
36 2016 John F. Carmody Executive Vice President and Chief Credit Officer 135.0K 22.0K 33.6K 21.5K 212.1K 15.82%
37 2015 Lewis J. Critelli President and Chief Executive Officer 230.0K 30.0K 35.7K 74.0K 369.7K 9.65%
38 2015 William S. Lance Executive Vice President, Chief Financial Officer and Secretary 166.5K 15.0K 21.4K 17.3K 220.2K 9.72%
39 2015 James F. Burke Executive Vice President and Chief Lending Officer 150.0K 20.0K 21.4K 14.7K 206.1K 10.39%
40 2015 John F. Carmody Executive Vice President and Chief Credit Officer 131.0K 11.0K 21.4K 20.7K 184.1K 11.63%
41 2015 Robert J. Mancuso Executive Vice President and Chief Operating Officer 133.0K 12.0K 21.4K 14.1K 180.5K 11.86%
42 2015 Robert J. Mancuso Executive Vice President and Chief Information Officer 133.0K 12.0K 21.4K 14.1K 180.5K 11.86%
43 2014 Lewis J. Critelli President and Chief Executive Officer 220.0K 65.0K 72.7K 69.9K 427.6K 17.00%
44 2014 William S. Lance Executive Vice President, Chief Financial Officer and Secretary 162.0K 30.0K 29.1K 16.8K 237.9K 12.22%
45 2014 James F. Burke Executive Vice President and Chief Lending Officer 145.0K 25.0K 29.1K 5.6K 204.7K 14.20%
46 2014 John F. Carmody Senior Vice President and Chief Credit Officer 125.0K 21.0K 29.1K 19.4K 194.5K 14.95%
47 2014 John F. Carmody Executive Vice President and Chief Credit Officer 125.0K 21.0K 29.1K 19.4K 194.5K 14.95%
48 2014 Robert J. Mancuso Executive Vice President and Chief Information Officer 127.7K 21.0K 29.1K 10.8K 188.5K 15.42%
49 2013 Lewis J. Critelli President and Chief Executive Officer 210.9K 70.0K 17.2K 65.6K 363.7K 4.72%
50 2013 William S. Lance Executive Vice President, Chief Financial Officer and Secretary 157.5K 33.0K 8.6K 16.4K 215.5K 3.98%
51 2013 John F. Carmody Executive Vice President and Chief Credit Officer 114.7K 23.0K 8.6K 17.9K 164.2K 5.23%
52 2013 John F. Carmody Senior Vice President and Chief Credit Officer 114.7K 23.0K 8.6K 17.9K 164.2K 5.23%
53 2013 Robert J. Mancuso Executive Vice President and Chief Information Officer 118.6K 19.5K 14.8K 1.6K 154.5K 9.55%
54 2013 James F. Burke Executive Vice President and Chief Lending Officer 33.5K 26.5K 14.1K 355.00 74.4K 18.93%
55 2012 Lewis J. Critelli President and Chief Executive Officer 202.8K 72.5K 19.6K 61.4K 356.4K 5.51%
56 2012 William S. Lance Executive Vice President, Chief Financial Officer and Secretary 153.0K 35.0K 8.4K 16.0K 212.4K 3.96%
57 2012 John H. Sanders Senior Vice President 118.0K 19.0K 5.6K 34.5K 177.1K 3.17%
58 2012 Kenneth C. Doolittle Executive Vice President 121.0K 20.0K 8.4K 12.7K 162.1K 5.19%
59 2012 John F. Carmody Senior Vice President 103.5K 25.0K 8.4K 16.0K 152.9K 5.50%
60 2012 John F. Carmody Senior Vice President and Chief Credit Officer 103.5K 25.0K 8.4K 16.0K 152.9K 5.50%
61 2011 Lewis J. Critelli President and Chief Executive Officer 195.0K 60.0K 16.3K 57.9K 329.1K 4.94%
62 2011 William S. Lance Executive Vice President, Chief Financial Officer and Secretary 148.5K 42.0K 7.0K 12.7K 210.2K 3.32%
63 2011 William S. Lance Executive Vice President, 148.5K 42.0K 7.0K 12.7K 210.2K 3.32%
64 2011 Edward C. Kasper Executive Vice President 130.5K 32.0K 43.8K 206.3K 0.00%
65 2011 John H. Sanders Senior Vice President 115.0K 16.7K 4.7K 32.8K 169.1K 2.75%
66 2011 Kenneth C. Doolittle Executive Vice President 118.0K 22.5K 7.0K 12.8K 160.3K 4.35%
67 2011 John F. Carmody Senior Vice President 93.5K 20.0K 4.7K 14.7K 132.9K 3.50%
68 2010 Edward C. Kasper Executive Vice President and Secretary 127.0K 32.0K 9.2K 196.0K 364.2K 2.52%
69 2010 Edward C. Kasper Executive Vice President 127.0K 32.0K 9.2K 196.0K 364.2K 2.52%
70 2010 Lewis J. Critelli President and Chief Executive Officer 180.0K 55.0K 21.4K 53.3K 309.8K 6.91%
71 2010 William S. Lance Executive Vice President, Chief Financial Officer and Secretary 123.1K 30.0K 16.0K 1.4K 170.4K 9.36%
72 2010 William S. Lance Executive Vice President, 123.1K 30.0K 16.0K 1.4K 170.4K 9.36%
73 2010 William S. Lance Senior Vice President and Chief Financial Officer 123.1K 30.0K 16.0K 1.4K 170.4K 9.36%
74 2010 Kenneth C. Doolittle Executive Vice President 115.0K 35.0K 9.2K 7.7K 166.9K 5.50%
75 2010 John H. Sanders Senior Vice President 112.0K 17.5K 6.1K 30.9K 166.6K 3.67%
76 2010 John F. Carmody Senior Vice President 87.5K 18.0K 6.1K 13.9K 125.5K 4.88%
77 2009 William W. Davis, Jr. President and Chief Executive Officer 256.6K 72.0K 340.0K 668.6K 0.00%
78 2009 Lewis J. Critelli President and Chief Executive Officer 167.2K 47.3K 20.3K 48.9K 283.6K 7.16%
79 2009 Joseph A. Kneller Senior Vice President 111.1K 12.2K 6.8K 146.4K 276.5K 2.45%
80 2009 Edward C. Kasper Executive Vice President and Secretary 127.7K 30.2K 10.2K 52.6K 220.7K 4.60%
81 2009 Edward C. Kasper Executive Vice President 127.7K 30.2K 10.2K 52.6K 220.7K 4.60%
82 2009 John H. Sanders Senior Vice President 113.2K 16.7K 6.8K 29.2K 165.9K 4.08%
83 2009 Kenneth C. Doolittle Executive Vice President 61.6K 5.0K 15.6K 1.1K 83.3K 18.72%
84 2008 William W. Davis, Jr. President and Chief Executive Officer 241.0K 80.0K 16.3K 49.4K 386.7K 4.21%
85 2008 Lewis J. Critelli Executive Vice President Secretary and Chief Financial Officer 156.5K 52.5K 17.5K 46.7K 273.2K 6.40%
86 2008 Lewis J. Critelli President and Chief Executive Officer 156.5K 52.5K 13.6K 46.7K 269.3K 5.04%
87 2008 Edward C. Kasper Senior Vice President 120.0K 33.5K 10.5K 56.4K 220.3K 4.76%
88 2008 Edward C. Kasper Executive Vice President and Secretary 120.0K 33.5K 8.1K 56.4K 218.0K 3.74%
89 2008 Edward C. Kasper Executive Vice President 120.0K 33.5K 8.1K 56.4K 218.0K 3.74%
90 2008 John H. Sanders Senior Vice President 106.0K 18.5K 5.4K 28.1K 160.8K 3.38%
91 2008 Joseph A. Kneller Senior Vice President 104.0K 13.5K 5.4K 33.8K 156.7K 3.47%
92 2007 William W. Davis, Jr. President and Chief Executive Officer 234.0K 80.0K 21.0K 62.3K 397.3K 5.28%
93 2007 Lewis J. Critelli Executive Vice President Secretary and Chief Financial Officer 151.5K 50.0K 28.8K 43.9K 274.2K 10.49%
94 2007 Lewis J. Critelli Executive Vice President, Secretary and Chief Financial Officer 151.5K 50.0K 28.8K 43.9K 274.2K 10.49%
95 2007 Lewis J. Critelli President and Chief Executive Officer 151.5K 50.0K 17.5K 43.9K 262.9K 6.65%
96 2007 Edward C. Kasper Senior Vice President 117.0K 32.0K 17.8K 54.0K 220.8K 8.07%
97 2007 Edward C. Kasper Executive Vice President 117.0K 32.0K 10.5K 54.0K 213.5K 4.91%
98 2007 Joseph A. Kneller Senior Vice President 101.0K 13.0K 7.0K 36.0K 157.0K 4.45%
99 2007 John H. Sanders Senior Vice President 103.0K 17.5K 7.0K 26.3K 153.8K 4.55%
100 2006 William W. Davis, Jr. President and Chief Executive Officer 226.0K 70.0K 22.7K 114.8K 433.6K 5.24%
101 2006 Lewis J. Critelli Executive Vice President, Secretary and Chief Financial Officer 146.5K 43.0K 17.0K 58.3K 264.9K 6.43%
102 2006 Lewis J. Critelli Executive Vice President Secretary and Chief Financial Officer 146.5K 43.0K 17.0K 58.3K 264.9K 6.43%
103 2006 Edward C. Kasper Senior Vice President 114.0K 30.0K 11.4K 62.7K 218.0K 5.21%
104 2006 Joseph A. Kneller Senior Vice President 98.5K 12.0K 8.5K 43.5K 162.4K 5.25%
105 2006 John H. Sanders Senior Vice President 100.0K 15.0K 8.5K 34.4K 157.9K 5.39%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-25 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-27 4
2026-05-26 4
2026-05-15 SC 13G/A
2026-05-13 4
2026-05-13 4
2026-05-13 4
2026-05-13 4
2026-05-13 4
2026-05-13 4
2026-05-13 4

Executive team

NameTitleCompensationGender
James O. Donnelly President, Chief Executive Officer & Director 811.6K male
John Martin McCaffery Jr. Executive Vice President & Chief Financial Officer 526.1K male
John F. Carmody Executive Vice President & Chief Credit Officer 410.8K male
Joseph W. Adams Senior Vice President & Director of Wealth Management 78.9K male
Joseph Mahon Senior Vice President & Finger Lakes Commercial Loan Team Leader male
Janak Amin Executive VP & COO male
Kristen E. Lancia CFMP Vice President & Marketing Manager
Ryan J. French Executive Vice President & Director of Human Resources male
Steven Daniels Executive Vice President & Director of Consumer Banking male
Tracie A. Young Executive Vice President & Director of Risk female
ESG Rating
B+
BANKS - REGIONAL
2017
E (Environmental)
72.1 / 64.3
Company / Sector avg.
S (Social)
65.5 / 76.5
Company / Sector avg.
G (Governance)
70.3 / 75.5
Company / Sector avg.
ESG Total
69.3 / 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)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits