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Orange County Bancorp, Inc. (OBT)

USD37.30 +0.38 (+1.02%)
US NASDAQ Financial Services Banks - Regional
Address 212 Dolson Avenue 10940
Middletown, NY, US
CEO Michael J. Gilfeather
IPO 2003-10-15
CIK 1754226 ISIN US68417L1070

Explore sections of this company profile

Description

Orange County Bancorp, Inc., a bank holding company, through its subsidiaries, provides commercial and consumer banking products and services. The company operates in Business Banking, Private Banking, and Trust & Wealth Management segments. It accepts various deposits, including interest-bearing and noninterest-bearing demand accounts, money market deposit accounts, savings accounts, and certificates of deposit. The company also offers commercial real estate loans, commercial and industrial loans, commercial real estate construction loans, residential real estate loans, home equity loans, and consumer loans. In addition, it provides traditional trust and administration, asset management, financial planning, and wealth management services; and financial products, including checking, savings, money market accounts, certificates of deposit, and treasury management services. The company offers its products to small businesses, middle-market enterprises, local municipal governments, and individuals, as well as operate full-service branches and loan production office in Orange, Westchester, Rockland, and Bronx counties in New York. Orange County Bancorp, Inc. was founded in 1892 and is headquartered in Middletown, New York.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD37.30 +0.38 (+1.02%)
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Volume Profile
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Liquidity & share structure
Average Volume
75.3K
Beta
0.43
Float Shares
10.73M
Free Float %
80.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.38% -0.47% +0.06% +2.74% +25.86% +19.51% +37.03% +112.59% +106.79% +193.38% +675.45%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (2 ratings, all time) Buy
Price Targets & DCF
Current price
37.30
Low 36.00 -3.5%
Consensus 36.00 -3.5%
Median 36.00 -3.5%
High 36.00 -3.5%
DCF (Unlevered) 49.84 +33.6%
DCF (Levered) 54.54 +46.2%

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

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
33.50
-10.2%
All Time 2
33.50
-10.2%
Quality scores
Altman Z-Score
-0.53
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    +10.5% Q1'26: -5.0% (vs Q1'25)
  • EPS growth
    +34.8% Q1'26: +10.4% (vs Q1'25)
  • FCF margin
    Q1'26: +28.1% (vs Q1'25)
  • EBIT margin
    Q1'26: +30.3% (vs Q1'25)
  • ROIC
    Q1'26: -35.7% (vs Q1'25)
  • Share dilution
    +10.7% Q1'26: +17.8% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 0.82× (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 (0.45) × ERP
WACC = 93% × Ke + 7% × Kd (89.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 49.84 Current price: 37.30
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 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
64.43M
est: 59.40M (+8.5%)
76.00M
est: 72.05M (+5.5%)
96.00M
est: 89.00M (+7.9%)
131.07M
est: 102.96M (+27.3%)
143.09M
est: 107.40M (+33.2%)
158.13M
est: 120.85M (+30.8%)
133.80M
133.66M – 133.94M
+10.7% YoY
145.20M
145.05M – 145.35M
+8.5% YoY
EBITDA
16.08M
est: 17.95M (-10.4%)
28.34M
est: 21.77M (+30.2%)
31.97M
est: 53.10M (-39.8%)
39.12M
est: 32.89M (+18.9%)
36.77M
est: 34.30M (+7.2%)
53.10M
est: 38.60M (+37.6%)
42.74M
42.69M – 42.78M
+10.7% YoY
46.38M
46.33M – 46.43M
+8.5% YoY
EBIT
14.52M
est: 16.85M (-13.8%)
26.68M
est: 20.44M (+30.5%)
30.28M
est: 25.25M (+19.9%)
37.15M
est: 31.28M (+18.8%)
34.82M
est: 32.63M (+6.7%)
51.56M
est: 36.72M (+40.4%)
40.65M
40.61M – 40.70M
+10.7% YoY
44.12M
44.07M – 44.16M
+8.5% YoY
Net Income
11.68M
est: 11.87M (-1.6%)
21.29M
est: 21.81M (-2.4%)
24.36M
est: 41.90M (-41.9%)
29.48M
est: 76.96M (-61.7%)
27.88M
est: 29.55M (-5.6%)
41.61M
est: 35.48M (+17.3%)
42.51M
42.45M – 42.57M
+19.8% YoY
47.97M
47.91M – 48.04M
+12.9% YoY
SGA
25.14M
est: 19.43M (+29.4%)
26.43M
est: 23.57M (+12.1%)
32.21M
est: 29.87M (+7.8%)
36.70M
est: 31.26M (+17.4%)
40.35M
est: 32.61M (+23.7%)
43.14M
est: 36.69M (+17.6%)
40.62M
40.58M – 40.67M
+10.7% YoY
44.08M
44.04M – 44.13M
+8.5% YoY
EPS
1.30
est: 1.05 (+23.8%)
2.14
est: 1.93 (+10.9%)
2.17
est: 2.07 (+4.8%)
2.62
est: 6.15 (-57.4%)
2.47
est: 2.39 (+3.3%)
3.33
est: 2.84 (+17.4%)
3.40
3.39 – 3.40
+19.8% YoY
3.84
3.83 – 3.84
+12.9% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-27 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-26 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-22 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-21 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-20 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-19 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-18 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-15 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-14 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-13 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-12 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-11 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-08 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-07 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-06 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-05 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-04 A- 4/5 4/5 4/5 4/5 3/5 3/5 2/5
2026-05-01 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-04-30 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-29 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-28 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-27 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-04-24 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-23 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-22 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-21 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-20 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-17 A 4/5 5/5 4/5 5/5 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
48.41M
OE per share TTM
3.57
Owner's Yield
10.63%
Maintenance CapEx ratio
7.42%
Maint CapEx / Avg PPE
15.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
102
Total invested
229.90M
Insider transactions (90d)
1
Beneficial owners (>5%)
9
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Wellington Group Holdings LLP 373.3K 6.62% 373.3K HC Delaware 2022-02-04
2 Wellington Investment Advisors Holdings LLP 373.3K 6.62% 373.3K HC Delaware 2022-02-04
3 Wellington Management Company LLP 373.3K 6.62% 373.3K IA Delaware 2022-02-04
4 Wellington Management Group LLP 373.3K 6.62% 373.3K HC Massachusetts 2022-02-04
5 (1) BlackRock, Inc. 329.1K 5.80% 322.8K 329.1K HC Delaware 2024-01-29
6 Robert W. Morrison 327.1K 5.80% 327.1K 327.1K IN Unites States 2022-02-14
7 BANC FUND IX L.P.37-1755531 241.7K 4.30% 241.7K 241.7K PN USA 2022-02-11
8 BANC FUND X L.P.82-5185037 186.4K 3.30% 186.4K 186.4K PN USA 2022-02-11
9 BANC FUND VIII L.P.26-2334080 0.00% PN USA 2022-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
102
+8 vs prev Q
New positions
18
Closed positions
10
Increased
53
Reduced
27
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 8.0K +8.0K (+100.0%) 228.40M +228.4M (+100.0%) 0.06% +0.064 pp 0.18% +0.177 pp USD28.55 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 1.94M -28.9K (-1.5%) 55.45M +5.8M (+11.6%) 15.53% -1.371 pp 0.00% +0.000 pp USD25.89 +10.3% 6 qtrs
3 HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 1.10M -60.0K (-5.2%) 31.45M +2.2M (+7.4%) 8.81% -1.151 pp 3.48% +0.431 pp USD17.95 +59.1% 51 qtrs
4 VANGUARD GROUP INC 578.0K +27.0K (+4.9%) 16.50M +2.6M (+18.8%) 4.62% -0.103 pp 0.00% +0.000 pp USD23.02 +24.0% 16 qtrs
5 WELLINGTON MANAGEMENT GROUP LLP 574.3K -17.3K (-2.9%) 16.40M +1.5M (+9.9%) 4.30% -0.766 pp 0.00% +0.000 pp USD23.42 +21.9% 18 qtrs
6 MANUFACTURERS LIFE INSURANCE COMPANY, THE 313.5K -2.5K (-0.8%) 8.95M +982.8K (+12.3%) 2.35% -0.359 pp 0.01% +0.001 pp USD21.78 +31.1% 18 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 258.6K +9.0K (+3.6%) 7.39M +1.1M (+17.3%) 2.07% -0.073 pp 0.00% +0.000 pp USD22.34 +27.8% 15 qtrs
8 ALLIANCEBERNSTEIN L.P. 244.7K +1.2K (+0.5%) 6.99M +847.4K (+13.8%) 1.96% -0.131 pp 0.00% +0.000 pp USD22.20 +28.6% 18 qtrs
9 BANC FUNDS CO LLC 197.5K -50.3K (-20.3%) 5.64M -608.7K (-9.7%) 1.58% -0.546 pp 1.12% +0.024 pp USD19.20 +48.7% 47 qtrs
10 FOURTHSTONE LLC 192.8K +121.4K (+169.9%) 5.51M +3.7M (+205.7%) 1.45% +0.833 pp 1.03% +0.707 pp USD27.55 +3.6% 3 qtrs
11 AMERICAN CENTURY COMPANIES INC 166.4K +2.7K (+1.7%) 4.75M +625.0K (+15.1%) 1.33% -0.073 pp 0.00% +0.000 pp USD25.29 +12.9% 10 qtrs
12 STATE STREET CORP 166.2K +2.4K (+1.5%) 4.75M +616.9K (+14.9%) 1.33% -0.075 pp 0.00% +0.000 pp USD24.19 +18.0% 11 qtrs
13 DIMENSIONAL FUND ADVISORS LP 97.7K +13.8K (+16.5%) 2.79M +675.6K (+31.9%) 0.73% +0.014 pp 0.00% +0.000 pp USD25.51 +11.9% 10 qtrs
14 EJF CAPITAL LLC 91.2K -25.7K (-22.0%) 2.60M -342.4K (-11.6%) 0.73% -0.273 pp 1.48% -0.233 pp USD25.82 +10.6% 3 qtrs
15 NORTHERN TRUST CORP 85.8K -3.6K (-4.0%) 2.45M +196.5K (+8.7%) 0.64% -0.123 pp 0.00% +0.000 pp USD22.65 +26.0% 13 qtrs
16 BROWN BROTHERS HARRIMAN & CO 84.4K +— (+0.0%) 2.41M +281.8K (+13.2%) 0.67% -0.049 pp 0.01% +0.000 pp USD25.84 +10.5% 3 qtrs
17 GOLDMAN SACHS GROUP INC 70.8K +15.5K (+28.0%) 2.02M +626.9K (+45.0%) 0.57% +0.092 pp 0.00% +0.000 pp USD26.36 +8.3% 12 qtrs
18 MORGAN STANLEY 55.5K +7.5K (+15.7%) 1.59M +374.8K (+31.0%) 0.44% +0.032 pp 0.00% +0.000 pp USD30.89 -7.6% 18 qtrs
19 MARSHALL WACE, LLP 54.2K +3.2K (+6.3%) 1.55M +262.5K (+20.4%) 0.43% -0.004 pp 0.00% +0.000 pp USD25.85 +10.4% 3 qtrs
20 AZORA CAPITAL LP 53.7K +3.7K (+7.4%) 1.53M +272.0K (+21.6%) 0.43% +0.001 pp 0.10% +0.038 pp USD26.03 +9.7% 3 qtrs
21 HSBC HOLDINGS PLC 53.3K -4.0 (0.0%) 1.52M +192.7K (+14.5%) 0.43% -0.031 pp 0.00% +0.000 pp USD25.06 +13.9% 4 qtrs
22 BARCLAYS PLC 52.6K +44.6K (+562.4%) 1.50M +1.0M (+213.5%) 0.42% +0.352 pp 0.00% +0.000 pp USD28.53 +0.1% 11 qtrs
23 BANK OF NEW YORK MELLON CORP 51.9K -5.6K (-9.7%) 1.48M +33.2K (+2.3%) 0.41% -0.078 pp 0.00% +0.000 pp USD23.42 +21.9% 13 qtrs
24 MILLENNIUM MANAGEMENT LLC 44.0K -8.6K (-16.3%) 1.26M -68.8K (-5.2%) 0.35% -0.099 pp 0.00% +0.000 pp USD25.12 +13.7% 4 qtrs
25 TWO SIGMA INVESTMENTS, LP 39.8K -13.1K (-24.8%) 1.14M -197.3K (-14.8%) 0.32% -0.135 pp 0.00% 0.000 pp USD25.62 +11.4% 6 qtrs
26 FIRST TRUST ADVISORS LP 38.2K +6.1K (+18.9%) 1.09M +281.0K (+34.7%) 0.31% +0.030 pp 0.00% +0.000 pp USD25.74 +10.9% 2 qtrs
27 VICTORY CAPITAL MANAGEMENT INC 38.0K +3.6K (+10.5%) 1.08M +217.8K (+25.1%) 0.30% +0.009 pp 0.00% +0.000 pp USD25.95 +10.0% 3 qtrs
28 BANK OF AMERICA CORP /DE/ 36.6K +5.3K (+17.0%) 1.04M +255.8K (+32.5%) 0.29% +0.024 pp 0.00% +0.000 pp USD25.72 +11.0% 18 qtrs
29 KEYBANK NATIONAL ASSOCIATION/OH 35.0K +— (+0.0%) 999.3K +116.9K (+13.2%) 0.26% -0.038 pp 0.00% +0.001 pp USD20.48 +39.4% 18 qtrs
30 KENNEDY CAPITAL MANAGEMENT LLC 32.8K +— (+0.0%) 936.0K +109.5K (+13.2%) 0.26% -0.019 pp 0.02% +0.002 pp USD25.65 +11.3% 3 qtrs
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 32.4K +5.0 (+0.0%) 925.6K +108.4K (+13.3%) 0.24% -0.035 pp 0.00% +0.000 pp USD21.72 +31.4% 11 qtrs
32 NUVEEN, LLC 30.9K +— (+0.0%) 880.9K +103.1K (+13.2%) 0.25% -0.018 pp 0.00% +0.000 pp USD24.32 +17.4% 4 qtrs
33 SUMMERHAVEN INVESTMENT MANAGEMENT, LLC 30.5K +— (+0.0%) 872.0K +102.0K (+13.2%) 0.23% -0.033 pp 0.49% +0.046 pp USD25.21 +13.2% 2 qtrs
34 CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 28.4K +— (+0.0%) 810.8K +94.9K (+13.2%) 0.21% -0.031 pp 0.02% +0.002 pp USD23.39 +22.1% 4 qtrs
35 U.S. CAPITAL WEALTH ADVISORS, LLC 27.0K +— (+0.0%) 770.8K +90.2K (+13.2%) 0.20% -0.029 pp 0.02% +0.002 pp USD23.39 +22.1% 4 qtrs
36 SQUAREPOINT OPS LLC 26.9K -15.6K (-36.8%) 767.6K -304.7K (-28.4%) 0.20% -0.163 pp 0.00% 0.000 pp USD25.49 +12.0% 3 qtrs
37 NORTHCREST ASSET MANANGEMENT, LLC 26.1K +38.0 (+0.1%) 757.6K +118.7K (+18.6%) 0.20% -0.028 pp 0.02% +0.002 pp USD24.89 +14.7% 12 qtrs
38 MARTINGALE ASSET MANAGEMENT L P 24.8K +2.0K (+8.9%) 707.5K +133.7K (+23.3%) 0.19% -0.009 pp 0.02% +0.004 pp USD23.94 +19.3% 4 qtrs
39 QUANTINNO CAPITAL MANAGEMENT LP 22.9K +12.7K (+123.7%) 653.9K +395.8K (+153.4%) 0.17% +0.084 pp 0.00% +0.001 pp USD27.29 +4.6% 3 qtrs
40 LPL FINANCIAL LLC 22.3K +875.0 (+4.1%) 636.2K +96.5K (+17.9%) 0.18% -0.005 pp 0.00% +0.000 pp USD27.82 +2.6% 5 qtrs
41 AQR CAPITAL MANAGEMENT LLC 22.0K +2.2K (+11.1%) 628.7K +128.9K (+25.8%) 0.17% -0.005 pp 0.00% +0.000 pp USD25.54 +11.8% 2 qtrs
42 AMERIPRISE FINANCIAL INC 21.4K +3.5K (+19.6%) 611.5K +159.9K (+35.4%) 0.16% +0.007 pp 0.00% +0.000 pp USD29.43 -3.0% 6 qtrs
43 GATOR CAPITAL MANAGEMENT, LLC 20.4K +245.0 (+1.2%) 583.1K +74.4K (+14.6%) 0.16% -0.010 pp 0.12% -0.011 pp USD25.87 +10.4% 3 qtrs
44 COMMONWEALTH EQUITY SERVICES, LLC 16.8K -46.0 (-0.3%) 480.5K +55.5K (+13.0%) 0.13% -0.010 pp 0.00% +0.000 pp USD23.63 +20.8% 8 qtrs
45 TWO SIGMA ADVISERS, LP 14.6K +2.0K (+15.9%) 416.8K +99.2K (+31.2%) 0.12% +0.009 pp 0.00% +0.000 pp USD26.02 +9.7% 3 qtrs
46 WELLS FARGO & COMPANY/MN 13.0K +4.6K (+54.1%) 371.2K +158.5K (+74.5%) 0.10% +0.032 pp 0.00% +0.000 pp USD25.56 +11.7% 14 qtrs
47 HILLSDALE INVESTMENT MANAGEMENT INC. 12.2K +— (+0.0%) 348.3K +40.7K (+13.2%) 0.10% -0.007 pp 0.01% +0.000 pp USD25.21 +13.2% 2 qtrs
48 RHUMBLINE ADVISERS 10.2K -404.0 (-3.8%) 291.1K +23.9K (+8.9%) 0.08% -0.009 pp 0.00% +0.000 pp USD23.62 +20.9% 11 qtrs
49 JPMORGAN CHASE & CO 10.1K -531.0 (-5.0%) 289.4K +20.5K (+7.6%) 0.08% -0.010 pp 0.00% +0.000 pp USD27.49 +3.9% 12 qtrs
50 THRIVENT FINANCIAL FOR LUTHERANS 9.8K +1.6K (+19.6%) 279.0K +73.0K (+35.4%) 0.07% +0.003 pp 0.00% +0.000 pp USD25.76 +10.8% 2 qtrs
51 DEUTSCHE BANK AG\ 9.7K -1.8K (-15.8%) 278.2K -13.4K (-4.6%) 0.08% -0.021 pp 0.00% +0.000 pp USD25.21 +13.2% 10 qtrs
52 RENAISSANCE TECHNOLOGIES LLC 8.5K -2.4K (-22.0%) 242.7K -32.1K (-11.7%) 0.07% -0.026 pp 0.00% +0.000 pp USD26.46 +7.9% 6 qtrs
53 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 8.4K -990.0 (-10.6%) 238.5K +2.9K (+1.2%) 0.07% -0.013 pp 0.00% 0.000 pp USD25.21 +13.2% 2 qtrs
54 CULBERTSON A N & CO INC 8.3K +8.3K (+100.0%) 237.0K +237.0K (+100.0%) 0.06% +0.062 pp 0.03% +0.033 pp USD28.55 +0.0% 3 qtrs
55 BNP PARIBAS ARBITRAGE, SNC 8.2K -2.2K (-21.3%) 233.3K -28.3K (-10.8%) 0.07% -0.024 pp 0.00% +0.000 pp USD24.94 +14.5% 5 qtrs
56 KAHN BROTHERS GROUP INC 8.0K +— (+0.0%) 228.4K +26.7K (+13.2%) 0.06% -0.009 pp 0.04% +0.003 pp USD25.84 +10.5% 7 qtrs
57 HIGHTOWER ADVISORS, LLC 7.5K +7.5K (+100.0%) 213.5K +213.5K (+100.0%) 0.06% +0.060 pp 0.00% +0.000 pp USD28.55 +0.0% 18 qtrs
58 METLIFE INVESTMENT MANAGEMENT, LLC 6.2K +— (+0.0%) 177.8K +20.8K (+13.2%) 0.05% -0.007 pp 0.00% +0.000 pp USD21.14 +35.1% 11 qtrs
59 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 5.4K -10.0 (-0.2%) 154.6K +17.8K (+13.0%) 0.04% -0.006 pp 0.00% +0.000 pp USD23.69 +20.5% 7 qtrs
60 SG AMERICAS SECURITIES, LLC 5.1K +5.1K (+100.0%) 146.0K +146.0K (+100.0%) 0.04% +0.038 pp 0.00% +0.000 pp USD28.55 +0.0% 1 qtrs NEW
61 GLOBEFLEX CAPITAL L P 4.7K +— (+0.0%) 134.6K +15.7K (+13.2%) 0.04% -0.003 pp 0.02% +0.002 pp USD23.39 +22.1% 4 qtrs
62 UBS GROUP AG 4.7K -15.7K (-77.0%) 133.4K -379.9K (-74.0%) 0.04% -0.137 pp 0.00% 0.000 pp USD25.21 +13.2% 14 qtrs
63 NEW YORK STATE COMMON RETIREMENT FUND 3.1K +— (+0.0%) 88.1K +10.3K (+13.2%) 0.02% -0.002 pp 0.00% +0.000 pp USD28.52 +0.1% 11 qtrs
64 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 2.8K +— (+0.0%) 81.0K +9.5K (+13.2%) 0.02% -0.003 pp 0.00% +0.000 pp USD25.59 +11.6% 5 qtrs
65 CITIGROUP INC 2.8K +1.7K (+170.5%) 78.9K +53.2K (+206.4%) 0.02% +0.012 pp 0.00% +0.000 pp USD27.79 +2.7% 14 qtrs
66 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1.9K +— (+0.0%) 53.4K +6.2K (+13.2%) 0.01% -0.001 pp 0.00% +0.000 pp USD27.79 +2.7% 5 qtrs
67 CWM, LLC 1.5K +143.0 (+10.5%) 43.0K +9.0K (+26.5%) 0.01% +0.000 pp 0.00% +0.000 pp USD25.81 +10.6% 7 qtrs
68 LEGAL & GENERAL GROUP PLC 1.1K +— (+0.0%) 31.1K +3.6K (+13.2%) 0.01% -0.001 pp 0.00% +0.000 pp USD24.39 +17.1% 11 qtrs
69 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.1K +— (+0.0%) 31.0K +3.6K (+13.2%) 0.01% -0.001 pp 0.00% +0.000 pp USD25.84 +10.5% 3 qtrs
70 RUSSELL INVESTMENTS GROUP, LTD. 993.00 +— (+0.0%) 28.4K +3.3K (+13.3%) 0.01% -0.001 pp 0.00% +0.000 pp USD25.24 +13.1% 8 qtrs
71 FMR LLC 988.00 +374.0 (+60.9%) 28.2K +12.7K (+82.2%) 0.01% +0.002 pp 0.00% +0.000 pp USD26.73 +6.8% 16 qtrs
72 VERSANT CAPITAL MANAGEMENT, INC 858.00 -159.0 (-15.6%) 24.5K -1.1K (-4.5%) 0.01% -0.002 pp 0.00% 0.000 pp USD24.92 +14.6% 5 qtrs
73 AMERITAS INVESTMENT PARTNERS, INC. 844.00 +— (+0.0%) 24.1K +2.8K (+13.2%) 0.01% -0.001 pp 0.00% +0.000 pp USD20.94 +36.3% 11 qtrs
74 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 814.00 +129.0 (+18.8%) 22.3K +5.5K (+32.7%) 0.01% +0.000 pp 0.00% +0.000 pp USD25.74 +10.9% 2 qtrs
75 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 719.00 -22.0 (-3.0%) 20.5K +1.8K (+9.9%) 0.01% -0.001 pp 0.00% +0.000 pp USD23.14 +23.4% 11 qtrs
76 TOWER RESEARCH CAPITAL LLC (TRC) 505.00 -143.0 (-22.1%) 14.4K -1.9K (-11.7%) 0.00% -0.002 pp 0.00% 0.000 pp USD25.83 +10.5% 12 qtrs
77 STERLING CAPITAL MANAGEMENT LLC 500.00 -80.0 (-13.8%) 14.3K -347.0 (-2.4%) 0.00% -0.001 pp 0.00% +0.000 pp USD25.97 +9.9% 6 qtrs
78 ROYAL BANK OF CANADA 494.00 -176.0 (-26.3%) 14.0K -3.0K (-17.6%) 0.00% -0.002 pp 0.00% +0.000 pp USD22.38 +27.6% 17 qtrs
79 STATE OF ALASKA, DEPARTMENT OF REVENUE 476.00 +476.0 (+100.0%) 13.0K +13.0K (+100.0%) 0.00% +0.004 pp 0.00% +0.000 pp USD28.55 +0.0% 1 qtrs NEW
80 EVERSOURCE WEALTH ADVISORS, LLC 374.00 +292.0 (+356.1%) 10.7K +8.6K (+416.5%) 0.00% +0.002 pp 0.00% +0.000 pp USD27.95 +2.1% 3 qtrs
81 AMALGAMATED BANK 367.00 +23.0 (+6.7%) 10.0K +1.0K (+11.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD21.42 +33.3% 11 qtrs
82 OPTIVER HOLDING B.V. 170.00 +— (+0.0%) 4.9K +568.0 (+13.3%) 0.00% 0.000 pp 0.00% +0.000 pp USD25.21 +13.2% 2 qtrs
83 NISA INVESTMENT ADVISORS, LLC 154.00 -367.0 (-70.4%) 4.4K -8.7K (-66.5%) 0.00% -0.003 pp 0.00% +0.000 pp USD25.69 +11.1% 11 qtrs
84 SRS CAPITAL ADVISORS, INC. 82.00 -520.0 (-86.4%) 2.3K -12.8K (-84.6%) 0.00% -0.005 pp 0.00% 0.000 pp USD25.15 +13.5% 4 qtrs
85 HARBOR CAPITAL ADVISORS, INC. 81.00 -1.0 (-1.2%) 2.0K +— (+0.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD25.43 +12.3% 6 qtrs
86 GAMMA INVESTING LLC 42.00 +— (+0.0%) 1.2K +140.0 (+13.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD25.57 +11.7% 5 qtrs
87 ALLWORTH FINANCIAL LP 32.00 -3.0 (-8.6%) 914.00 +31.0 (+3.5%) 0.00% 0.000 pp 0.00% +0.000 pp USD25.63 +11.4% 3 qtrs
88 IFP ADVISORS, INC 26.00 +— (+0.0%) 742.00 +87.0 (+13.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD25.62 +11.4% 3 qtrs
89 TRUE WEALTH DESIGN, LLC 12.00 +— (+0.0%) 343.00 +40.0 (+13.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD24.83 +15.0% 4 qtrs
90 FARTHER FINANCE ADVISORS, LLC 11.00 +11.0 (+100.0%) 314.00 +314.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.55 +0.0% 1 qtrs NEW
91 ROTHSCHILD INVESTMENT LLC 5.00 +5.0 (+100.0%) 143.00 +143.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.40 +0.5% 1 qtrs NEW
92 MAI CAPITAL MANAGEMENT 4.00 +4.0 (+100.0%) 115.00 +115.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.50 +0.2% 1 qtrs NEW
93 SUNBELT SECURITIES, INC. 3.00 +2.0 (+200.0%) 86.00 +61.0 (+244.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD27.33 +4.5% 2 qtrs
94 ALGERT GLOBAL LLC -7.9K (-100.0%) -200.0K (-100.0%) 0.00% -0.068 pp 0.00% -0.003 pp USD 2 qtrs SOLD
95 INVESCO LTD. -9.5K (-100.0%) -240.2K (-100.0%) 0.00% -0.082 pp 0.00% +0.000 pp USD 9 qtrs SOLD
96 ADVISOR GROUP HOLDINGS, INC. -1.0 (-100.0%) -25.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 3 qtrs SOLD
97 JACOBS LEVY EQUITY MANAGEMENT, INC -11.9K (-100.0%) -299.5K (-100.0%) 0.00% -0.102 pp 0.00% -0.001 pp USD 5 qtrs SOLD
98 JANE STREET GROUP, LLC -13.6K (-100.0%) -341.9K (-100.0%) 0.00% -0.116 pp 0.00% 0.000 pp USD 4 qtrs SOLD
99 MALTESE CAPITAL MANAGEMENT LLC -7.9K (-100.0%) -199.7K (-100.0%) 0.00% -0.068 pp 0.00% -0.030 pp USD 3 qtrs SOLD
100 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC -8.5K (-100.0%) -214.3K (-100.0%) 0.00% -0.073 pp 0.00% -0.003 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 63 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust Dow Jones Select MicroCap Index Fund FDM 0.49% 1.28M 0.65%
2 Royce Quant Small-Cap Quality Value ETF SQLV 0.22% 64.3K 0.60%
3 First Trust NASDAQ ABA Community Bank Index Fund QABA 0.20% 181.5K 0.63%
4 iShares Micro-Cap ETF IWC 0.10% 1.56M 0.60%
5 WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS 0.07% 278.5K 0.38%
6 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.07% 7.8K 0.29%
7 Avantis U.S. Small Cap Value ETF AVUV 0.03% 9.55M 0.25%
8 Avantis U.S. Small Cap Equity ETF AVSC 0.03% 859.4K 0.25%
9 Applied Finance IVS US SMID ETF IVSS 0.03% 3.5K 0.59%
10 Avantis Global Small Cap Value UCITS ETF AVGS.L 0.02% 253.1K 0.39%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
7
Sells
0
Shares acquired
Shares disposed
Cash buys
Cash sales
Net activity
+0
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
2026-05-01 Rowley Richard B Director A-Award A Phantom Stock 0 0.00 25,849 D
2026-04-01 Tirado Olga Luz Director A-Award A Phantom Stock 0 0.00 532 D
2026-04-01 Schiller Jon Director A-Award A Phantom Stock 0 0.00 5,433 D
2026-04-01 Rowley Richard B Director A-Award A Phantom Stock 0 0.00 25,570 D
2026-04-01 Rouis Jonathan F Director A-Award A Phantom Stock 0 0.00 7,222 D
2026-04-01 Kennedy Marianna R Director A-Award A Phantom Stock 0 0.00 10,089 D
2026-04-01 Keane Kevin J Director A-Award A Phantom Stock 0 0.00 18,102 D
2026-04-01 HOLCOMBE GREGORY F Director A-Award A Phantom Stock 0 0.00 24,847 D
2026-03-19 Sousa Gregory Officer A-Award A Common Stock 5,056 0.00 14,926 D
2026-03-19 Ruhl Joseph A Officer A-Award A Common Stock 5,133 0.00 36,159 D
2026-03-19 Rooney Stephen Officer F-InKind D Common Stock 841 31.15 26.2K 10,106 D
2026-03-19 Listner Michael Officer F-InKind D Common Stock 832 31.15 25.9K 9,969 D
2026-03-19 Lesler Michael Officer F-InKind D Common Stock 1,177 31.15 36.7K 16,216 D
2026-03-19 Jones Elizabeth A Officer F-InKind D Common Stock 656 31.15 20.4K 11,266 D
2026-03-19 Gilfeather Michael J Director / Officer P-Purchase A Common Stock 200 31.25 6.2K 16,400 I
2026-03-19 Dineen David P Officer F-InKind D Common Stock 790 31.15 24.6K 11,480 D
2026-03-16 Tirado Olga Luz Director A-Award A Phantom Stock 0 0.00 377 D
2026-03-16 Sousa Gregory Officer A-Award A Phantom Stock 0 0.00 4,943 D
2026-03-16 Schiller Jon Director A-Award A Phantom Stock 0 0.00 4,811 D
2026-03-16 Rowley Richard B Director A-Award A Phantom Stock 0 0.00 24,869 D
2026-03-16 Rouis Jonathan F Director A-Award A Phantom Stock 0 0.00 7,083 D
2026-03-16 Morrison William D Director A-Award A Phantom Stock 0 0.00 2,166 D
2026-03-16 Kennedy Marianna R Director A-Award A Phantom Stock 0 0.00 9,914 D
2026-03-16 Keane Kevin J Director A-Award A Phantom Stock 0 0.00 17,480 D
2026-03-16 HOLCOMBE GREGORY F Director A-Award A Phantom Stock 0 0.00 24,146 D
2026-03-16 Gilfeather Michael J Director / Officer A-Award A Phantom Stock 0 0.00 26,460 D
2026-03-10 Sousa Gregory Officer F-InKind D Common Stock 410 31.47 12.9K 9,870 D
2026-03-10 Ruhl Joseph A Officer F-InKind D Common Stock 459 31.47 14.4K 31,036 D
2026-03-10 Rooney Stephen Officer F-InKind D Common Stock 133 31.47 4.2K 8,135 D
2026-03-10 Listner Michael Officer F-InKind D Common Stock 326 31.47 10.3K 7,974 D
2026-03-10 Lesler Michael Officer F-InKind D Common Stock 271 31.47 8.5K 12,334 D
2026-03-10 Jones Elizabeth A Officer F-InKind D Common Stock 220 31.47 6.9K 7,950 D
2026-03-10 Gilfeather Michael J Director / Officer F-InKind D Common Stock 1,682 31.47 52.9K 109,347 D
2026-03-10 Dineen David P Officer F-InKind D Common Stock 277 31.47 8.7K 7,937 D
2026-03-10 Coulter Michael J Officer F-InKind D Common Stock 499 31.47 15.7K 4,485 D
2026-02-20 Schiller Jon Director A-Award A Phantom Stock 0 0.00 4,783 D
2026-02-20 Rowley Richard B Director A-Award A Phantom Stock 0 0.00 24,727 D
2026-02-20 Rouis Jonathan F Director A-Award A Phantom Stock 0 0.00 7,043 D
2026-02-20 Morrison William D Director A-Award A Phantom Stock 0 0.00 2,154 D
2026-02-20 Kennedy Marianna R Director A-Award A Phantom Stock 0 0.00 9,857 D
2026-02-20 Keane Kevin J Director D-Return D Common Stock 995 0.00 19,266 D
2026-02-20 HOLCOMBE GREGORY F Director A-Award A Phantom Stock 0 0.00 24,008 D
2026-02-19 Tirado Olga Luz Director A-Award A Common Stock 866 0.00 2,963 D
2026-02-19 Sousa Gregory Officer A-Award A Phantom Stock 0 0.00 4,915 D
2026-02-19 Schiller Jon Director A-Award A Common Stock 866 0.00 13,468 D
2026-02-19 Rowley Richard B Director A-Award A Common Stock 866 0.00 538,129 D
2026-02-19 Rouis Jonathan F Director A-Award A Common Stock 866 0.00 10,161 D
2026-02-19 Morrison William D Director A-Award A Common Stock 866 0.00 103,505 D
2026-02-19 Lesler Michael Officer A-Award A Phantom Stock 0 0.00 2,504 D
2026-02-19 Kennedy Marianna R Director A-Award A Common Stock 866 0.00 2,461 D
2026-02-19 Keane Kevin J Director A-Award A Common Stock 866 0.00 20,261 D
2026-02-19 HOLCOMBE GREGORY F Director A-Award A Common Stock 866 0.00 69,819 D
2026-02-19 Gilfeather Michael J Director / Officer A-Award A Phantom Stock 0 0.00 26,309 D
2026-02-06 HOLCOMBE GREGORY F Director G-Gift A Common Stock 34,720 0.00 34,720 I
2026-01-28 Rowley Richard B Director A-Award A Phantom Stock 0 0.00 23,716 D
2026-01-14 Rowley Richard B Director A-Award A Phantom Stock 0 0.00 23,665 D
2026-01-02 Tirado Olga Luz Director A-Award A Phantom Stock 176 0.00 375 D
2026-01-02 Schiller Jon Director A-Award A Phantom Stock 708 0.00 3,772 D
2026-01-02 Rowley Richard B Director A-Award A Phantom Stock 799 0.00 23,613 D
2026-01-02 Rouis Jonathan F Director A-Award A Phantom Stock 159 0.00 6,032 D
2026-01-02 Lesler Michael Officer A-Award A Phantom Stock 0 0.00 1,270 D
2026-01-02 Kennedy Marianna R Director A-Award A Phantom Stock 200 0.00 8,846 D
2026-01-02 Keane Kevin J Director A-Award A Phantom Stock 708 0.00 16,369 D
2026-01-02 HOLCOMBE GREGORY F Director A-Award A Phantom Stock 799 0.00 22,997 D
2026-01-02 Gilfeather Michael J Director / Officer D-Return A Phantom Stock 0 0.00 21,729 D
2025-12-31 Schiller Jon Director 0 0.00 0
2025-12-16 Tirado Olga Luz Director A-Award A Phantom Stock 1 0.00 198 D
2025-12-16 Sousa Gregory Officer A-Award A Phantom Stock 23 0.00 3,682 D
2025-12-16 Schiller Jon Director A-Award A Phantom Stock 19 0.00 3,065 D
2025-12-16 Rowley Richard B Director A-Award A Phantom Stock 141 0.00 22,816 D
2025-12-16 Rouis Jonathan F Director A-Award A Phantom Stock 36 0.00 5,873 D
2025-12-16 Morrison William D Director A-Award A Phantom Stock 7 0.00 1,143 D
2025-12-16 Lesler Michael Officer A-Award A Phantom Stock 0 0.00 902 D
2025-12-16 Kennedy Marianna R Director A-Award A Phantom Stock 53 0.00 8,647 D
2025-12-16 Keane Kevin J Director A-Award A Phantom Stock 97 0.00 15,661 D
2025-12-16 HOLCOMBE GREGORY F Director A-Award A Phantom Stock 137 0.00 22,198 D
2025-12-16 Gilfeather Michael J Director / Officer A-Award A Phantom Stock 136 0.00 22,055 D
2025-12-11 Dineen David P Officer S-Sale D Common Stock 192 29.00 5.6K 9,022 D
2025-12-10 Rowley Richard B Director A-Award A Phantom Stock 0 0.00 22,675 D
2025-12-05 HOLCOMBE GREGORY F Director G-Gift A Common Stock 34,720 0.00 34,720 I
2025-11-20 Aarons Orville G Officer Common Stock 0 0.00 0 D
2025-11-10 Rooney Stephen Officer F-InKind D Common Stock 721 26.48 19.1K 8,268 D
2025-10-31 Gilfeather Michael J Director / Officer P-Purchase A Common Stock 1,300 24.02 31.2K 106,788 D
2025-10-22 Rowley Richard B Director A-Award A Phantom Stock 0 0.00 22,623 D
2025-10-01 Tirado Olga Luz Director A-Award A Phantom Stock 0 0.00 197 D
2025-10-01 Schiller Jon Director A-Award A Phantom Stock 0 0.00 3,046 D
2025-10-01 Rowley Richard B Director A-Award A Phantom Stock 0 0.00 22,563 D
2025-10-01 Rouis Jonathan F Director A-Award A Phantom Stock 0 0.00 5,837 D
2025-10-01 Keane Kevin J Director A-Award A Phantom Stock 0 0.00 15,565 D
2025-10-01 HOLCOMBE GREGORY F Director A-Award A Phantom Stock 0 0.00 22,061 D
2025-09-16 Tirado Olga Luz Director A-Award A Phantom Stock 0 0.00 147 D
2025-09-16 Sousa Gregory Officer A-Award A Phantom Stock 0 0.00 3,659 D
2025-09-16 Schiller Jon Director A-Award A Phantom Stock 0 0.00 2,276 D
2025-09-16 Rowley Richard B Director A-Award A Phantom Stock 0 0.00 21,691 D
2025-09-16 Rouis Jonathan F Director A-Award A Phantom Stock 0 0.00 5,658 D
2025-09-16 Morrison William D Director A-Award A Phantom Stock 0 0.00 1,136 D
2025-09-16 Lesler Michael Officer A-Award A Phantom Stock 0 0.00 896 D
2025-09-16 Kennedy Marianna R Director A-Award A Phantom Stock 0 0.00 8,593 D
2025-09-16 Keane Kevin J Director A-Award A Phantom Stock 0 0.00 14,795 D
2025-09-16 HOLCOMBE GREGORY F Director A-Award A Phantom Stock 0 0.00 21,189 D
2025-09-16 Gilfeather Michael J Director / Officer A-Award A Phantom Stock 0 0.00 21,919 D
2025-09-02 Rowley Richard B Director A-Award A Phantom Stock 0 0.00 21,582 D
2025-07-23 Rowley Richard B Director A-Award A Phantom Stock 0 0.00 21,526 D
2025-07-01 Tirado Olga Luz Director A-Award A Phantom Stock 47 0.00 147 D
2025-07-01 Schiller Jon Director A-Award A Phantom Stock 729 0.00 2,265 D
2025-07-01 Rowley Richard B Director A-Award A Phantom Stock 826 0.00 21,417 D
2025-07-01 Rouis Jonathan F Director A-Award A Phantom Stock 170 0.00 5,630 D
2025-07-01 Keane Kevin J Director A-Award A Phantom Stock 729 0.00 14,721 D
2025-07-01 HOLCOMBE GREGORY F Director A-Award A Phantom Stock 826 0.00 21,083 D
2025-06-16 Tirado Olga Luz Director A-Award A Phantom Stock 1 0.00 99 D
2025-06-16 Sousa Gregory Officer A-Award A Phantom Stock 20 0.00 3,641 D
2025-06-16 Schiller Jon Director A-Award A Phantom Stock 9 0.00 1,536 D
2025-06-16 Rowley Richard B Director A-Award A Phantom Stock 115 0.00 20,591 D
2025-06-16 Rouis Jonathan F Director A-Award A Stock Options 31 0.00 5,460 D
2025-06-16 Morrison William D Director A-Award A Phantom Stock 6 0.00 1,130 D
2025-06-16 Lesler Michael Officer A-Award A Phantom Stock 5 0.00 892 D
2025-06-16 Kennedy Marianna R Director A-Award A Phantom Stock 48 0.00 8,551 D
2025-06-16 Keane Kevin J Director A-Award A Phantom Stock 78 0.00 13,992 D
2025-06-16 HOLCOMBE GREGORY F Director A-Award A Phantom Stock 113 0.00 20,257 D
2025-06-16 Gilfeather Michael J Director / Officer A-Award A Phantom Stock 122 0.00 21,810 D
2025-06-04 Schiller Jon Director P-Purchase A Common Stock 6,451 23.25 150.0K 12,446 D
2025-05-28 Dineen David P Officer F-InKind D Common Stock 240 25.85 6.2K 9,214 D
2025-05-16 Ruhl Joseph A Officer S-Sale D Common Stock 1,752 26.67 46.7K 31,485 D
2025-05-05 Coulter Michael J Officer S-Sale D Common Stock 2,497 26.17 65.3K 4,984 D
2025-05-02 Sousa Gregory Officer S-Sale D Common Stock 50 25.00 1.3K 12,670 D
2025-04-30 Rowley Richard B Director A-Award A Phantom Stock 274 0.00 20,476 D
2025-04-01 Tirado Olga Luz Director A-Award A Phantom Stock 0 0.00 99 D
2025-04-01 Schiller Jon Director A-Award A Phantom Stock 0 0.00 1,527 D
2025-04-01 Rowley Richard B Director A-Award A Phantom Stock 0 0.00 20,202 D
2025-04-01 Rouis Jonathan F Director A-Award A Phantom Stock 0 0.00 5,429 D
2025-04-01 Keane Kevin J Director A-Award A Phantom Stock 0 0.00 13,914 D
2025-04-01 HOLCOMBE GREGORY F Director A-Award A Phantom Stock 0 0.00 20,144 D
2025-03-21 Sousa Gregory Officer F-InKind D Common Stock 625 24.15 15.1K 12,720 D
2025-03-21 Ruhl Joseph A Officer F-InKind D Common Stock 664 24.15 16.0K 33,237 D
2025-03-21 Rowley Richard B Director D-Return D Common Stock 1,102 0.00 537,263 D
2025-03-21 Rouis Jonathan F Director D-Return D Common Stock 1,102 0.00 9,295 D
2025-03-21 Rooney Stephen Officer F-InKind D Common Stock 479 24.15 11.6K 8,989 D
2025-03-21 Morrison William D Director D-Return D Common Stock 1,102 0.00 102,639 D
2025-03-21 Listner Michael Officer F-InKind D Common Stock 432 24.15 10.4K 8,300 D
2025-03-21 Lesler Michael Officer F-InKind D Common Stock 475 24.15 11.5K 12,845 D
2025-03-21 Kennedy Marianna R Director A-Award A Phantom Stock 1,124 0.00 8,503 D
2025-03-21 Keane Kevin J Director A-Award A Phantom Stock 1,124 0.00 13,106 D
2025-03-21 Jones Elizabeth A Officer F-InKind D Common Stock 355 24.15 8.6K 8,170 D
2025-03-21 HOLCOMBE GREGORY F Director A-Award A Phantom Stock 1,124 0.00 19,229 D
2025-03-21 Gilfeather Michael J Director / Officer F-InKind D Common Stock 2,806 24.15 67.8K 105,488 D
2025-03-21 Dineen David P Officer F-InKind D Common Stock 412 24.15 9.9K 9,454 D
2025-03-21 Coulter Michael J Officer F-InKind D Common Stock 628 24.15 15.2K 7,481 D
2025-03-20 Sousa Gregory Officer A-Award A Common Stock 5,676 0.00 13,345 D
2025-03-20 Ruhl Joseph A Officer A-Award A Common Stock 5,934 0.00 33,901 D
2025-03-20 Rooney Stephen Officer A-Award A Common Stock 3,251 0.00 9,468 D
2025-03-20 Listner Michael Officer A-Award A Common Stock 3,268 0.00 8,732 D
2025-03-20 Lesler Michael Officer A-Award A Common Stock 5,848 0.00 13,320 D
2025-03-20 Jones Elizabeth A Officer A-Award A Common Stock 2,695 0.00 8,525 D
2025-03-20 Gilfeather Michael J Director / Officer A-Award A Common Stock 19,206 0.00 108,294 D
2025-03-20 Dineen David P Officer A-Award A Common Stock 3,154 0.00 9,866 D
2025-03-17 Tirado Olga Luz Director A-Award A Phantom Stock 1 0.00 47 D
2025-03-17 Sousa Gregory Officer A-Award A Phantom Stock 0 0.00 3,621 D
2025-03-17 Schiller Jon Director A-Award A Phantom Stock 0 0.00 719 D
2025-03-17 Rowley Richard B Director A-Award A Phantom Stock 0 0.00 18,162 D
2025-03-17 Rouis Jonathan F Director A-Award A Phantom Stock 0 0.00 4,117 D
2025-03-17 Lesler Michael Officer A-Award A Phantom Stock 0 0.00 887 D
2025-03-17 Kennedy Marianna R Director A-Award A Phantom Stock 39 0.00 7,379 D
2025-03-17 Keane Kevin J Director A-Award A Phantom Stock 64 0.00 11,982 D
2025-03-17 HOLCOMBE GREGORY F Director A-Award A Phantom Stock 97 0.00 18,104 D
2025-03-17 Gilfeather Michael J Director / Officer A-Award A Phantom Stock 116 0.00 21,688 D
2025-03-10 Sousa Gregory Officer F-InKind D Common Stock 410 23.95 9.8K 7,669 D
2025-03-10 Ruhl Joseph A Officer F-InKind D Common Stock 459 23.95 11.0K 27,967 D
2025-03-10 Rooney Stephen Officer F-InKind D Common Stock 133 23.95 3.2K 6,217 D
2025-03-10 Listner Michael Officer F-InKind D Common Stock 344 23.95 8.2K 5,464 D
2025-03-10 Jones Elizabeth A Officer F-InKind D Common Stock 253 23.95 6.1K 5,830 D
2025-03-10 Gilfeather Michael J Director / Officer F-InKind D Common Stock 1,616 23.95 38.7K 89,088 D
2025-03-10 Dineen David P Officer F-InKind D Common Stock 276 23.95 6.6K 6,712 D
2025-03-10 Coulter Michael J Officer F-InKind D Common Stock 498 23.95 11.9K 8,109 D
2025-02-20 Tirado Olga Luz Director A-Award A Common Stock 995 0.00 2,097 D
2025-02-20 Sousa Gregory Officer A-Award A Phantom Stock 1,223 0.00 3,601 D
2025-02-20 Schiller Jon Director A-Award A Common Stock 995 0.00 5,995 D
2025-02-20 Rowley Richard B Director A-Award A Common Stock 995 0.00 538,365 D
2025-02-20 Rouis Jonathan F Director A-Award A Common Stock 995 0.00 10,397 D
2025-02-20 Morrison William D Director A-Award A Common Stock 995 0.00 103,741 D
2025-02-20 Lesler Michael Officer A-Award A Phantom Stock 882 0.00 882 D
2025-02-20 Kennedy Marianna R Director A-Award A Common Stock 995 0.00 2,697 D
2025-02-20 Keane Kevin J Director A-Award A Common Stock 995 0.00 20,497 D
2025-02-20 HOLCOMBE GREGORY F Director A-Award A Common Stock 995 0.00 70,055 D
2025-02-20 Gilfeather Michael J Director / Officer A-Award A Phantom Stock 4,817 0.00 22 D
2025-02-18 Sousa Gregory Officer F-InKind D Common Stock 425 26.63 11.3K 8,079 D
2025-02-18 Ruhl Joseph A Officer F-InKind D Common Stock 502 26.63 13.4K 28,426 D
2025-02-18 Listner Michael Officer F-InKind D Common Stock 336 26.63 8.9K 5,808 D
2025-02-18 Jones Elizabeth A Officer F-InKind A Common Stock 137 26.63 3.6K 6,083 D
2025-02-18 Gilfeather Michael J Director / Officer F-InKind D Common Stock 1,133 26.63 30.2K 90,704 D
2025-02-18 Coulter Michael J Officer F-InKind D Common Stock 463 26.63 12.3K 8,607 D
2025-02-14 Gilfeather Michael J Director / Officer A-Award A Common Stock 5,247 0.00 91,837 D
2025-01-22 Rowley Richard B Director A-Award A Phantom Stock 58 0.00 18,065 D
2025-01-02 Tirado Olga Luz Director A-Award A Phantom Stock 23 0.00 23 D
2025-01-02 Schiller Jon Director A-Award A Phantom Stock 358 0.00 358 D
2025-01-02 Rowley Richard B Director A-Award A Phantom Stock 405 0.00 8,542 D
2025-01-02 Rouis Jonathan F Director A-Award A Phantom Stock 83 0.00 1,585 D
2025-01-02 Keane Kevin J Director A-Award A Phantom Stock 358 0.00 5,498 D
2025-01-02 HOLCOMBE GREGORY F Director A-Award A Phantom Stock 405 0.00 8,542 D
2025-01-02 Gilfeather Michael J Director / Officer A-Award A Phantom Stock 223 0.00 8,378 D
2024-12-23 Lesler Michael Officer F-InKind D Common Stock 120 54.78 6.6K 3,736 D

Executive team

Top executives
EBIT / Employee
216.6K
Shares Outstanding
13.41M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Michael J. Gilfeather President, Chief Executive Officer and Director of the Company and the Bank 700.0K 609.0K 450.0K 333.5K 2.09M 29.10%
2 2025 Joseph A. Ruhl Executive Vice President and Regional President of the Bank 355.4K 144.9K 200.0K 103.2K 803.5K 18.03%
3 2025 Michael Lesler Executive Vice President, Chief Financial Officer of the Company and the Bank 350.2K 50.0K 142.8K 180.0K 59.6K 782.6K 18.25%
4 2024 Michael J. Gilfeather President, Chief Executive Officer and Director of the Company and the Bank 670.0K 524.0K 350.0K 348.8K 1.89M 27.68%
5 2024 Joseph A. Ruhl Executive Vice President and Regional President of the Bank 345.0K 125.6K 180.0K 102.7K 753.3K 16.68%
6 2024 Gregory Sousa Executive Vice President, Chief Lending Officer 330.0K 118.1K 153.0K 69.3K 670.4K 17.62%
7 2023 Michael J. Gilfeather President, Chief Executive Officer and Director of the Company and the Bank 650.0K 262.0K 390.0K 331.9K 1.63M 16.04%
8 2023 Joseph A. Ruhl Executive Vice President and Regional President of the Bank 335.0K 101.4K 180.0K 100.9K 717.3K 14.14%
9 2023 Gregory Sousa Executive Vice President, Chief Lending Officer 315.0K 90.5K 170.0K 57.6K 633.1K 14.29%
10 2023 Gregory Sousa Executive Vice President, Chief Commercial Banking Officer 315.0K 90.5K 170.0K 57.6K 633.1K 14.29%
11 2022 Michael J. Gilfeather President, Chief Executive Officer and Director of the Company and the Bank 525.0K 131.9K 315.0K 124.9K 1.10M 12.03%
12 2022 Joseph A. Ruhl Executive Vice President and Regional President of the Bank 325.0K 74.7K 170.0K 92.9K 662.6K 11.27%
13 2022 Gregory Sousa Executive Vice President, Chief Commercial Banking Officer 290.0K 63.2K 170.0K 44.0K 567.2K 11.15%
14 2021 Michael J. Gilfeather President, Chief Executive Officer and Director of the Company and the Bank 440.0K 206.3K 193.3K 131.6K 971.1K 21.24%
15 2021 Joseph A. Ruhl Executive Vice President and Regional President of the Bank 325.0K 103.7K 155.8K 95.2K 679.8K 15.26%
16 2021 Robert L. Peacock Senior Executive Vice President and Chief Financial Officer of the Company and the Bank 330.0K 137.7K 187.5K 8.7K 663.9K 20.74%
17 2020 Michael J. Gilfeather President, Chief Executive Officer and Director of the Company and the Bank 440.0K 110.0K 220.0K 121.7K 891.7K 12.34%
18 2020 Joseph A. Ruhl Executive Vice President and Regional President of the Bank 300.0K 5.0K 48.0K 130.0K 91.1K 574.1K 8.36%
19 2020 Robert L. Peacock Senior Executive Vice President and Chief Financial Officer of the Company and the Bank 300.0K 73.0K 150.0K 8.6K 531.6K 13.73%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-15 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-27 8-K
2026-05-22 8-K
2026-05-11 10-Q
2026-05-06 4
2026-04-28 8-K
2026-04-15 DEF 14A
2026-04-15 ARS
2026-04-02 4
2026-04-02 4
2026-04-02 4

Executive team

NameTitleCompensationGender
Michael J. Gilfeather President, Chief Executive Officer & Director 1M male
Joseph A. Ruhl Sr. Executive VP & Regional President of Westchester County 658.6K male
Michael Lesler Executive Vice President & Chief Financial Officer 639.8K male
Gregory Sousa Executive Vice President & Chief Lending Officer 552.3K male
Jennifer Staub Vice President, Senior Compliance Officer & Corporate Secretary female
Michael J. Coulter Executive Vice President Mid-Hudson Valley Market Executive male
Michael Listner Senior Vice President & Chief Risk Officer male
Anthony Pili Senior VP & Chief Innovation Officer male
Redwan Ahmed Senior Vice President & Chief Information Officer male
David Dineen Executive VP & Senior MD and Director of Wealth Services male
Elizabeth Jones Executive Vice President & Chief Operating Officer female
Jacob Rahiman Senior Vice President & Chief Human Resource Officer male
ESG Rating
B+
BANKS - REGIONAL
Rank: 8 out of 431
2026
E (Environmental)
74.3 / 64.3
Company / Sector avg.
S (Social)
66.0 / 76.5
Company / Sector avg.
G (Governance)
76.0 / 75.5
Company / Sector avg.
ESG Total
72.1 / 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