Orange County Bancorp, Inc. (OBT)
Middletown, NY, US
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.38% | -0.47% | +0.06% | +2.74% | +25.86% | +19.51% | +37.03% | +112.59% | +106.79% | +193.38% | +675.45% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 2 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 2 |
33.50
-10.2%
|
| All Time | 2 |
33.50
-10.2%
|
-
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)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 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
|
| 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
Ownership Overview
| # | 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)
| # | 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 |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
| Filing date | Form type | Filing |
|---|---|---|
| 2026-04-15 | DEF 14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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