OceanFirst Financial Corp. (OCFC)
Toms River, NJ, US
OceanFirst Financial Corp. operates as the bank holding company for OceanFirst Bank N.A. that provides community banking services to retail and commercial customers in the United States. The company accepts deposit products, such as money market accounts, savings accounts, interest-bearing checking accounts, non-interest-bearing accounts, and time deposits, including brokered deposits. It also offers commercial real estate, multi-family, land loans, construction, and commercial and industrial loans; fixed-rate and adjustable-rate mortgage loans that are secured by one-to-four family residences; and consumer loans, such as home equity loans and lines of credit, student loans, loans on savings accounts, overdraft line of credit, and other consumer loans. In addition, the company invests in mortgage-backed securities, securities issued by the U.S. government and agencies, corporate securities, and other investments; and provides bankcard services, trust and asset management products and services, deposit account services, sales of loans and investments, bank owned life insurance and commercial loan swap income. The company was founded in 1902 and is headquartered in Toms River, New Jersey.
Based on only 1 article — low confidence
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.05% | +0.00% | -1.47% | +4.04% | -0.32% | +4.68% | +12.51% | +32.32% | -16.15% | +0.75% | +165.40% |
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
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 2 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
23.00
+18.0%
|
| All Time | 6 |
21.67
+11.2%
|
-
Revenue growth-4.7% Q1'26: +1.6% (vs Q1'25)
-
EPS growth-29.1% Q1'26: +2.9% (vs Q1'25)
-
FCF margin— Q1'26: +14.0% (vs Q1'25)
-
EBIT margin— Q1'26: +16.3% (vs Q1'25)
-
ROIC— Q1'26: +4.4% (vs Q1'25)
-
Share dilution-1.5% Q1'26: -1.8% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 13.89× (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 |
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Dec 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
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Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 4 EPS Ana. |
Dec 2027 4 Rev. Ana. 5 EPS Ana. |
Dec 2028 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
112.60M
est: 50.57M (+122.7%)
|
122.25M
est: 55.80M (+119.1%)
|
131.09M
est: 66.27M (+97.8%)
|
119.31M
est: 71.68M (+66.5%)
|
113.29M
est: 81.28M (+39.4%)
|
111.69M
est: 76.89M (+45.3%)
|
126.89M
est: 83.45M (+52.0%)
|
130.17M
est: 69.08M (+88.4%)
|
117.50M
est: 189.84M (-38.1%)
|
116.23M
est: 75.43M (+54.1%)
|
111.45M
est: 84.26M (+32.3%)
|
115.43M
est: 84.72M (+36.3%)
|
109.49M
est: 90.14M (+21.5%)
|
103.88M
est: 87.91M (+18.2%)
|
90.58M
est: 84.27M (+7.5%)
|
96.09M
est: 93.29M (+3.0%)
|
100.47M
est: 92.88M (+8.2%)
|
151.49M
est: 141.93M (+6.7%)
|
212.34M
est: 197.26M (+7.6%)
|
307.27M
est: 276.24M (+11.2%)
|
345.00M
est: 297.69M (+15.9%)
|
433.82M
est: 361.45M (+20.0%)
|
388.84M
est: 353.10M (+10.1%)
|
485.30M
est: 419.88M (+15.6%)
|
636.96M
est: 376.06M (+69.4%)
|
687.95M
est: 376.27M (+82.8%)
|
655.60M
est: 402.36M (+62.9%)
|
601.02M
589.18M – 612.86M
+49.4% YoY
|
760.40M
751.94M – 768.86M
+26.5% YoY
|
371.17M
362.59M – 378.12M
-51.2% YoY
|
| EBITDA |
31.30M
est: 15.27M (+105.0%)
|
29.23M
est: 16.85M (+73.5%)
|
38.24M
est: 20.01M (+91.1%)
|
38.05M
est: 21.65M (+75.8%)
|
39.38M
est: 80.75M (-51.2%)
|
33.02M
est: 68.12M (-51.5%)
|
35.40M
est: 75.70M (-53.2%)
|
25.51M
est: 20.86M (+22.3%)
|
8.22M
est: 108.09M (-92.4%)
|
25.76M
est: 22.78M (+13.1%)
|
27.09M
est: 61.21M (-55.8%)
|
34.95M
est: 52.51M (-33.4%)
|
36.52M
est: 51.36M (-28.9%)
|
35.21M
est: 43.03M (-18.2%)
|
29.16M
est: 37.05M (-21.3%)
|
34.46M
est: 42.16M (-18.3%)
|
34.81M
est: 44.27M (-21.4%)
|
40.77M
est: 60.22M (-32.3%)
|
73.75M
est: 91.46M (-19.4%)
|
98.12M
est: 134.99M (-27.3%)
|
119.79M
est: 173.63M (-31.0%)
|
95.77M
est: 166.55M (-42.5%)
|
157.12M
est: 171.59M (-8.4%)
|
210.40M
est: 169.79M (+23.9%)
|
153.17M
est: 107.66M (+42.3%)
|
145.20M
est: 107.72M (+34.8%)
|
93.27M
est: 115.19M (-19.0%)
|
172.06M
168.67M – 175.45M
+49.4% YoY
|
217.69M
215.27M – 220.11M
+26.5% YoY
|
106.26M
103.80M – 108.25M
-51.2% YoY
|
| EBIT |
25.00M
est: 13.73M (+82.1%)
|
23.21M
est: 15.14M (+53.2%)
|
29.31M
est: 17.99M (+62.9%)
|
29.90M
est: 19.46M (+53.7%)
|
30.85M
est: 22.06M (+39.8%)
|
27.70M
est: 20.87M (+32.7%)
|
29.83M
est: 22.65M (+31.7%)
|
19.20M
est: 18.75M (+2.4%)
|
935.0K
est: 51.53M (-98.2%)
|
21.62M
est: 20.47M (+5.6%)
|
24.81M
est: 22.87M (+8.5%)
|
30.78M
est: 22.99M (+33.9%)
|
32.21M
est: 24.47M (+31.7%)
|
30.95M
est: 23.86M (+29.7%)
|
24.94M
est: 22.87M (+9.0%)
|
30.53M
est: 25.32M (+20.6%)
|
31.21M
est: 25.21M (+23.8%)
|
35.20M
est: 38.52M (-8.6%)
|
65.33M
est: 53.54M (+22.0%)
|
85.50M
est: 74.98M (+14.0%)
|
107.36M
est: 80.80M (+32.9%)
|
81.04M
est: 98.11M (-17.4%)
|
142.24M
est: 95.84M (+48.4%)
|
193.92M
est: 46.4K (+418,168.9%)
|
136.86M
est: 98.63M (+38.8%)
|
130.66M
est: 98.68M (+32.4%)
|
92.52M
est: 105.53M (-12.3%)
|
157.63M
154.52M – 160.73M
+49.4% YoY
|
199.43M
197.21M – 201.65M
+26.5% YoY
|
97.35M
95.09M – 99.17M
-51.2% YoY
|
| Net Income |
16.30M
est: 15.26M (+6.8%)
|
16.38M
est: 16.21M (+1.1%)
|
18.16M
est: 17.70M (+2.6%)
|
20.14M
est: 20.13M (+0.1%)
|
19.87M
est: 21.05M (-5.6%)
|
17.95M
est: 17.88M (+0.4%)
|
19.50M
est: 19.06M (+2.3%)
|
12.63M
est: 12.14M (+4.1%)
|
1.08M
est: -10.92M (+109.8%)
|
14.76M
est: 15.56M (-5.1%)
|
15.65M
est: 15.89M (-1.5%)
|
20.38M
est: 18.57M (+9.8%)
|
20.74M
est: 20.16M (+2.9%)
|
20.02M
est: 17.95M (+11.5%)
|
16.33M
est: 16.22M (+0.7%)
|
19.92M
est: 20.50M (-2.8%)
|
20.32M
est: 20.61M (-1.4%)
|
23.05M
est: 25.87M (-10.9%)
|
42.47M
est: 41.50M (+2.3%)
|
71.93M
est: 72.88M (-1.3%)
|
88.57M
est: 89.04M (-0.5%)
|
63.31M
est: 54.82M (+15.5%)
|
110.08M
est: 97.46M (+12.9%)
|
146.60M
est: 95.92M (+52.8%)
|
104.03M
est: 97.37M (+6.8%)
|
100.07M
est: 91.26M (+9.6%)
|
70.98M
est: 80.04M (-11.3%)
|
110.16M
103.46M – 116.85M
+37.6% YoY
|
134.82M
129.08M – 140.55M
+22.4% YoY
|
157.47M
153.17M – 161.77M
+16.8% YoY
|
| SGA |
22.10M
est: 21.04M (+5.0%)
|
25.54M
est: 26.17M (-2.4%)
|
29.21M
est: 28.28M (+3.3%)
|
22.31M
est: 23.19M (-3.8%)
|
24.43M
est: 27.19M (-10.1%)
|
29.26M
est: 29.16M (+0.4%)
|
34.10M
est: 33.40M (+2.1%)
|
39.63M
est: 38.69M (+2.4%)
|
38.79M
est: 77.29M (-49.8%)
|
39.98M
est: 34.44M (+16.1%)
|
41.13M
est: 42.49M (-3.2%)
|
36.02M
est: 41.93M (-14.1%)
|
35.99M
est: 38.21M (-5.8%)
|
34.99M
est: 31.36M (+11.6%)
|
36.53M
est: 35.12M (+4.0%)
|
39.59M
est: 40.79M (-3.0%)
|
40.27M
est: 40.95M (-1.7%)
|
59.39M
est: 65.79M (-9.7%)
|
74.19M
est: 72.58M (+2.2%)
|
103.55M
est: 102.14M (+1.4%)
|
110.42M
est: 111.60M (-1.1%)
|
122.14M
est: 169.70M (-28.0%)
|
128.34M
est: 132.92M (-3.4%)
|
142.22M
est: 117.34M (+21.2%)
|
151.20M
est: 68.70M (+120.1%)
|
14.65M
est: 68.74M (-78.7%)
|
20.74M
est: 73.50M (-71.8%)
|
109.80M
107.63M – 111.96M
+49.4% YoY
|
138.91M
137.37M – 140.46M
+26.5% YoY
|
67.81M
66.24M – 69.08M
-51.2% YoY
|
| EPS |
0.91
est: 0.77 (+18.2%)
|
1.06
est: 1.05 (+1.0%)
|
1.31
est: 1.18 (+11.0%)
|
1.57
est: 1.48 (+6.1%)
|
1.62
est: 1.73 (-6.4%)
|
1.48
est: 1.44 (+2.8%)
|
1.65
est: 1.54 (+7.1%)
|
1.09
est: 1.45 (-24.8%)
|
0.09
est: 1.92 (-95.3%)
|
1.27
est: 1.42 (-10.6%)
|
0.98
est: 1.10 (-10.9%)
|
1.12
est: 0.94 (+19.1%)
|
1.14
est: 1.08 (+5.6%)
|
1.13
est: 0.99 (+14.1%)
|
0.96
est: 1.08 (-11.1%)
|
1.19
est: 1.25 (-4.8%)
|
1.22
est: 1.27 (-3.6%)
|
1.00
est: 1.46 (-31.6%)
|
1.32
est: 1.70 (-22.3%)
|
1.54
est: 2.02 (-23.7%)
|
1.77
est: 2.08 (-14.8%)
|
1.02
est: 1.16 (-12.2%)
|
1.79
est: 1.82 (-1.5%)
|
2.43
est: 2.29 (+6.0%)
|
1.70
est: 1.66 (+2.5%)
|
1.65
est: 1.58 (+4.1%)
|
1.17
est: 1.40 (-16.4%)
|
1.94
1.80 – 2.03
+38.6% YoY
|
2.37
2.25 – 2.45
+22.1% YoY
|
2.75
2.67 – 2.82
+16.1% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-28 | DA Davidson | Neutral | Neutral | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B- | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-27 | B- | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-26 | B- | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-22 | B- | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-21 | B- | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-20 | B- | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-19 | B- | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-18 | B- | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-15 | B- | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-14 | B- | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-13 | B- | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-12 | B- | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-11 | B- | 3/5 | 2/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-08 | B- | 3/5 | 2/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-07 | B- | 3/5 | 2/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-06 | B- | 3/5 | 2/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-05 | B- | 3/5 | 2/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-04 | B- | 3/5 | 2/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-01 | B- | 3/5 | 2/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-30 | B- | 3/5 | 2/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-29 | B- | 3/5 | 2/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-28 | B- | 3/5 | 2/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-27 | B- | 3/5 | 2/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-24 | B- | 3/5 | 3/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-23 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-22 | B | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-21 | B | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-20 | B | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-17 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-16 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 3/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 5.93M | 10.00% | 5.64M | — | 5.93M | — | HC | Delaware | 2022-08-09 | ↗ |
| 2 | 30-0447847 | 3.38M | 5.70% | 3.32M | — | 3.38M | — | IA | Delaware | 2023-02-10 | ↗ |
| 3 | The Vanguard Group - 23-1945930 | 3.19M | 5.40% | — | 75.9K | — | — | IA | Pennsylvania | 2023-02-09 | ↗ |
| 4 | (. | 2.87M | 5.93% | 2.73M | — | 2.87M | — | IA | Delaware | 2019-02-08 | ↗ |
| 5 | FJ Capital Management | 2.74M | 4.54% | — | 2.74M | — | 1.93M | IA | Delaware | 2021-02-10 | ↗ |
| 6 | ( | 2.60M | 5.40% | — | 2.60M | — | 2.60M | EP, IN | Delaware | 2018-02-16 | ↗ |
| 7 | Martin Friedman | 2.53M | 5.02% | — | 2.53M | — | — | IN | United States | 2020-02-05 | ↗ |
| 8 | Wellington Management Company LLP | 2.27M | 7.06% | — | 1.84M | — | — | IA | Massachusetts | 2017-02-09 | ↗ |
| 9 | Financial Opportunity Fund LLC | 1.42M | 2.82% | — | 1.42M | — | — | OO | Delaware | 2020-02-05 | ↗ |
| 10 | Wellington Group Holdings LLP | 838.3K | 1.73% | — | 740.0K | — | — | HC | Massachusetts | 2019-02-12 | ↗ |
| 11 | Wellington Investment Advisors Holdings LLP | 838.3K | 1.73% | — | 740.0K | — | — | HC | Massachusetts | 2019-02-12 | ↗ |
| 12 | Wellington Management Group LLP | 838.3K | 1.73% | — | 740.0K | — | — | HC | Massachusetts | 2019-02-12 | ↗ |
| 13 | Realty Investment Company, Inc. | 808.0K | 1.60% | — | 808.0K | — | — | CO | Maryland | 2020-02-05 | ↗ |
| 14 | SunBridge Holdings, LLC | 808.0K | 1.60% | — | 808.0K | — | — | OO | Delaware | 2020-02-05 | ↗ |
| 15 | SunBridge Manager, LLC | 808.0K | 1.60% | — | 808.0K | — | — | OO | Delaware | 2020-02-05 | ↗ |
| 16 | Bridge Equities III, LLC | 797.6K | 1.58% | — | 797.6K | — | — | OO | Delaware | 2020-02-05 | ↗ |
| 17 | Financial Opportunity Long/Short Fund LLC | 29.6K | 0.06% | — | 29.6K | — | — | OO | Delaware | 2020-02-05 | ↗ |
| 18 | Bridge Equities XI, LLC | 10.4K | 0.02% | — | 10.4K | — | — | OO | Delaware | 2020-02-05 | ↗ |
| 19 | WL Ross & Co. LLC | 10.00 | 0.00% | — | — | — | — | OO | Delaware | 2019-02-12 | ↗ |
| 20 | EJF Capital LLC | — | 0.00% | — | — | — | — | IA | Delaware | 2018-02-14 | ↗ |
| 21 | EJF Financial Services Fund, LP | — | 0.00% | — | — | — | — | PN | Delaware | 2018-02-14 | ↗ |
| 22 | EJF Financial Services GP, LLC | — | 0.00% | — | — | — | — | OO | Delaware | 2018-02-14 | ↗ |
| 23 | Emanuel J. Friedman | — | 0.00% | — | — | — | — | IN | Delaware | 2018-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 7.10M -457.3K (-6.0%) | 127.53M -5.3M (-4.0%) | 12.37% -0.689 pp | 0.00% 0.000 pp | USD18.58 -3.4% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 3.41M +9.2K (+0.3%) | 61.16M +1.5M (+2.4%) | 5.93% +0.064 pp | 0.00% +0.000 pp | USD21.48 -16.4% | 84 qtrs — |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 3.27M +877.3K (+36.7%) | 58.62M +16.7M (+39.7%) | 5.69% +1.562 pp | 0.01% +0.003 pp | USD17.83 +0.7% | 11 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 3.23M -4.3K (-0.1%) | 57.98M +1.2M (+2.0%) | 5.62% +0.038 pp | 0.01% +0.000 pp | USD22.67 -20.8% | 51 qtrs — |
| 5 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.17M +2.2M (+100.0%) | 38.98M +39.0M (+100.0%) | 3.78% +3.782 pp | 0.02% +0.025 pp | USD17.95 +0.0% | 1 qtrs NEW |
| 6 | INVESCO LTD. | 2.00M +123.7K (+6.6%) | 35.87M +2.9M (+8.9%) | 3.48% +0.242 pp | 0.01% +0.000 pp | USD19.51 -8.0% | 57 qtrs — |
| 7 | STATE STREET CORP | 1.82M +27.5K (+1.5%) | 32.63M +1.2M (+3.7%) | 3.17% +0.073 pp | 0.00% +0.000 pp | USD20.84 -13.9% | 51 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.42M -29.7K (-2.1%) | 25.50M +17.2K (+0.1%) | 2.47% -0.031 pp | 0.00% 0.000 pp | USD21.27 -15.6% | 78 qtrs — |
| 9 | ROYCE & ASSOCIATES LP | 1.37M -296.0K (-17.8%) | 24.53M -4.7M (-16.0%) | 2.40% -0.472 pp | 0.25% -0.043 pp | USD17.00 +5.6% | 7 qtrs — |
| 10 | AMERICAN CENTURY COMPANIES INC | 1.30M -21.6K (-1.6%) | 23.33M +115.1K (+0.5%) | 2.26% -0.019 pp | 0.01% 0.000 pp | USD17.69 +1.5% | 15 qtrs — |
| 11 | GW&K INVESTMENT MANAGEMENT, LLC | 1.25M -29.8K (-2.3%) | 22.47M -48.0K (-0.2%) | 2.20% -0.016 pp | 0.19% -0.005 pp | USD19.71 -8.9% | 29 qtrs — |
| 12 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.20M +95.1K (+8.6%) | 21.58M +2.1M (+10.9%) | 2.11% +0.199 pp | 0.51% +0.036 pp | USD18.20 -1.4% | 25 qtrs — |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 838.2K +71.6K (+9.3%) | 15.05M +1.6M (+11.7%) | 1.46% +0.136 pp | 0.00% +0.000 pp | USD19.83 -9.5% | 61 qtrs — |
| 14 | ENDEAVOUR CAPITAL ADVISORS INC | 800.0K -97.1K (-10.8%) | 14.36M -1.4M (-8.9%) | 1.40% -0.145 pp | 4.00% -0.772 pp | USD20.69 -13.2% | 33 qtrs — |
| 15 | JPMORGAN CHASE & CO | 741.6K -92.2K (-11.1%) | 13.31M -1.3M (-9.1%) | 1.30% -0.138 pp | 0.00% +0.000 pp | USD19.32 -7.1% | 51 qtrs — |
| 16 | METLIFE INVESTMENT MANAGEMENT, LLC | 717.1K +86.3K (+13.7%) | 12.87M +1.8M (+16.1%) | 1.25% +0.159 pp | 0.06% +0.009 pp | USD17.49 +2.6% | 33 qtrs — |
| 17 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 704.0K -8.0K (-1.1%) | 12.64M +127.8K (+1.0%) | 1.23% -0.004 pp | 0.04% -0.001 pp | USD18.22 -1.5% | 28 qtrs — |
| 18 | GLENMEDE TRUST CO NA | 621.0K +621.0K (+100.0%) | 11.15M +11.1M (+100.0%) | 1.08% +1.082 pp | 0.05% +0.053 pp | USD17.95 +0.0% | 1 qtrs NEW |
| 19 | NUVEEN, LLC | 617.6K -110.3K (-15.2%) | 11.09M -1.7M (-13.3%) | 1.08% -0.182 pp | 0.00% -0.001 pp | USD17.01 +5.5% | 4 qtrs — |
| 20 | AMERIPRISE FINANCIAL INC | 567.0K -28.1K (-4.7%) | 10.18M -278.9K (-2.7%) | 0.99% -0.041 pp | 0.00% 0.000 pp | USD22.92 -21.7% | 37 qtrs — |
| 21 | TWO SIGMA INVESTMENTS, LP | 553.8K +164.3K (+42.2%) | 9.94M +3.1M (+45.2%) | 0.96% +0.292 pp | 0.01% +0.004 pp | USD17.06 +5.2% | 20 qtrs — |
| 22 | LSV ASSET MANAGEMENT | 506.7K +24.6K (+5.1%) | 9.10M +624.0K (+7.4%) | 0.88% +0.050 pp | 0.02% +0.001 pp | USD18.56 -3.3% | 25 qtrs — |
| 23 | NORTHERN TRUST CORP | 481.2K -36.5K (-7.1%) | 8.64M -458.9K (-5.0%) | 0.84% -0.056 pp | 0.00% 0.000 pp | USD20.08 -10.6% | 51 qtrs — |
| 24 | BANK OF NEW YORK MELLON CORP | 468.2K +72.4K (+18.3%) | 8.40M +1.5M (+20.9%) | 0.82% +0.139 pp | 0.00% +0.000 pp | USD21.88 -18.0% | 66 qtrs — |
| 25 | TWO SIGMA ADVISERS, LP | 453.4K +500.0 (+0.1%) | 8.14M +181.1K (+2.3%) | 0.79% +0.007 pp | 0.02% 0.000 pp | USD18.08 -0.7% | 27 qtrs — |
| 26 | AQR CAPITAL MANAGEMENT LLC | 444.4K -30.3K (-6.4%) | 7.98M -363.1K (-4.4%) | 0.77% -0.046 pp | 0.00% -0.001 pp | USD16.70 +7.5% | 21 qtrs — |
| 27 | BANK OF AMERICA CORP /DE/ | 425.3K -50.5K (-10.6%) | 7.63M -725.0K (-8.7%) | 0.74% -0.081 pp | 0.00% +0.000 pp | USD18.69 -4.0% | 52 qtrs — |
| 28 | RUSSELL INVESTMENTS GROUP, LTD. | 367.9K -26.6K (-6.7%) | 6.60M -326.8K (-4.7%) | 0.64% -0.041 pp | 0.01% -0.001 pp | USD17.65 +1.7% | 26 qtrs — |
| 29 | CSM ADVISORS, LLC | 322.4K +36.9K (+12.9%) | 5.79M +772.0K (+15.4%) | 0.56% +0.068 pp | 0.16% +0.017 pp | USD17.65 +1.7% | 3 qtrs — |
| 30 | GOLDMAN SACHS GROUP INC | 316.5K +47.0K (+17.4%) | 5.68M +945.2K (+20.0%) | 0.56% +0.090 pp | 0.00% +0.000 pp | USD20.15 -10.9% | 39 qtrs — |
| 31 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 316.2K +— (+0.0%) | 5.68M +120.2K (+2.2%) | 0.55% +0.005 pp | 0.12% +0.001 pp | USD20.58 -12.8% | 26 qtrs — |
| 32 | MORGAN STANLEY | 287.2K +104.9K (+57.5%) | 5.16M +2.0M (+60.9%) | 0.50% +0.185 pp | 0.00% +0.000 pp | USD17.82 +0.7% | 51 qtrs — |
| 33 | STATE OF WISCONSIN INVESTMENT BOARD | 234.7K +11.4K (+5.1%) | 4.21M +288.7K (+7.4%) | 0.41% +0.023 pp | 0.01% +0.000 pp | USD21.27 -15.6% | 33 qtrs — |
| 34 | WELLS FARGO & COMPANY/MN | 233.0K +25.4K (+12.3%) | 4.18M +535.5K (+14.7%) | 0.41% +0.047 pp | 0.00% +0.000 pp | USD16.42 +9.3% | 47 qtrs — |
| 35 | KESTREL INVESTMENT MANAGEMENT CORP | 197.1K -7.1K (-3.5%) | 3.54M -50.0K (-1.4%) | 0.35% -0.007 pp | 2.01% -0.017 pp | USD17.57 +2.2% | 2 qtrs — |
| 36 | THIRD AVENUE MANAGEMENT LLC | 192.8K +30.5K (+18.8%) | 3.46M +642.8K (+22.8%) | 0.34% +0.058 pp | 0.63% +0.100 pp | USD17.64 +1.8% | 5 qtrs — |
| 37 | EMPOWERED FUNDS, LLC | 190.9K +— (+0.0%) | 3.43M +72.5K (+2.2%) | 0.34% +0.006 pp | 0.03% -0.007 pp | USD16.33 +9.9% | 11 qtrs — |
| 38 | FIRST TRUST ADVISORS LP | 188.9K +141.9K (+301.9%) | 3.39M +2.6M (+310.6%) | 0.33% +0.248 pp | 0.00% +0.002 pp | USD18.00 -0.3% | 41 qtrs — |
| 39 | VERITION FUND MANAGEMENT LLC | 188.8K -30.6K (-13.9%) | 3.39M -465.2K (-12.1%) | 0.33% -0.050 pp | 0.01% -0.003 pp | USD17.59 +2.0% | 5 qtrs — |
| 40 | FMR LLC | 186.2K +43.0K (+30.0%) | 3.34M +825.5K (+32.8%) | 0.32% +0.077 pp | 0.00% +0.000 pp | USD17.50 +2.6% | 31 qtrs — |
| 41 | HENNESSY ADVISORS INC | 180.0K +5.0K (+2.9%) | 3.23M +156.3K (+5.1%) | 0.32% +0.014 pp | 0.11% +0.008 pp | USD18.23 -1.5% | 14 qtrs — |
| 42 | BARCLAYS PLC | 178.4K -121.0K (-40.4%) | 3.20M -2.4M (-42.5%) | 0.31% -0.207 pp | 0.00% -0.001 pp | USD18.29 -1.9% | 51 qtrs — |
| 43 | UBS GROUP AG | 165.4K +66.2K (+66.7%) | 2.97M +1.2M (+70.3%) | 0.29% +0.117 pp | 0.00% +0.000 pp | USD17.39 +3.2% | 45 qtrs — |
| 44 | GAMCO INVESTORS, INC. ET AL | 159.0K +— (+0.0%) | 2.85M +60.4K (+2.2%) | 0.28% +0.005 pp | 0.03% +0.000 pp | USD16.48 +8.9% | 24 qtrs — |
| 45 | BESSEMER GROUP INC | 158.2K +158.2K (+100.0%) | 2.84M +2.8M (+100.0%) | 0.28% +0.278 pp | 0.00% +0.004 pp | USD17.95 +0.0% | 1 qtrs NEW |
| 46 | RENAISSANCE TECHNOLOGIES LLC | 143.0K -21.3K (-13.0%) | 2.57M -319.9K (-11.1%) | 0.25% -0.035 pp | 0.00% +0.000 pp | USD18.69 -4.0% | 81 qtrs — |
| 47 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 142.2K -6.8K (-4.6%) | 2.55M -65.7K (-2.5%) | 0.25% -0.008 pp | 0.01% -0.001 pp | USD18.14 -1.0% | 6 qtrs — |
| 48 | WEDGE CAPITAL MANAGEMENT L L P/NC | 135.3K -2.8K (-2.0%) | 2.43M +1.9K (+0.1%) | 0.24% -0.001 pp | 0.04% +0.003 pp | USD19.59 -8.4% | 67 qtrs — |
| 49 | ADDISON CAPITAL CO | 122.7K -12.6K (-9.3%) | 2.20M -174.2K (-7.3%) | 0.22% -0.018 pp | 0.55% -0.152 pp | USD18.21 -1.4% | 33 qtrs — |
| 50 | SWISS NATIONAL BANK | 113.1K +— (+0.0%) | 2.03M +43.0K (+2.2%) | 0.20% +0.003 pp | 0.00% +0.000 pp | USD24.39 -26.4% | 37 qtrs — |
| 51 | UBS ASSET MANAGEMENT AMERICAS INC | 102.8K -5.0K (-4.6%) | 1.85M -48.3K (-2.6%) | 0.18% -0.006 pp | 0.00% +0.000 pp | USD18.85 -4.8% | 36 qtrs — |
| 52 | CREATIVE PLANNING | 100.7K +4.3K (+4.4%) | 1.81M +113.2K (+6.7%) | 0.18% +0.009 pp | 0.00% +0.000 pp | USD17.01 +5.5% | 8 qtrs — |
| 53 | STIFEL FINANCIAL CORP | 98.7K +85.2K (+632.2%) | 1.77M +1.5M (+648.0%) | 0.17% +0.149 pp | 0.00% +0.001 pp | USD18.12 -0.9% | 44 qtrs — |
| 54 | BRIDGEWATER ASSOCIATES, LP | 94.3K -28.2K (-23.1%) | 1.69M -460.3K (-21.4%) | 0.16% -0.047 pp | 0.01% -0.002 pp | USD17.61 +1.9% | 3 qtrs — |
| 55 | PRICE T ROWE ASSOCIATES INC /MD/ | 74.4K +2.3K (+3.2%) | 1.34M +69.0K (+5.4%) | 0.13% +0.005 pp | 0.00% +0.000 pp | USD18.77 -4.4% | 37 qtrs — |
| 56 | JANE STREET GROUP, LLC | 73.5K -155.0 (-0.2%) | 1.32M +25.2K (+1.9%) | 0.13% +0.002 pp | 0.00% +0.000 pp | USD16.49 +8.9% | 16 qtrs — |
| 57 | TD ASSET MANAGEMENT INC | 73.4K +73.4K (+100.0%) | 1.32M +1.3M (+100.0%) | 0.13% +0.129 pp | 0.00% +0.001 pp | USD17.95 +0.0% | 1 qtrs NEW |
| 58 | MARINER, LLC | 72.7K -765.0 (-1.0%) | 1.30M +14.0K (+1.1%) | 0.13% 0.000 pp | 0.00% 0.000 pp | USD20.83 -13.8% | 24 qtrs — |
| 59 | RHUMBLINE ADVISERS | 69.4K -11.6K (-14.3%) | 1.25M -176.9K (-12.4%) | 0.12% -0.019 pp | 0.00% 0.000 pp | USD20.41 -12.1% | 55 qtrs — |
| 60 | ALLIANCEBERNSTEIN L.P. | 68.2K +— (+0.0%) | 1.22M +25.9K (+2.2%) | 0.12% +0.001 pp | 0.00% +0.000 pp | USD20.41 -12.1% | 39 qtrs — |
| 61 | FRANKLIN RESOURCES INC | 66.2K -36.1K (-35.3%) | 1.19M -609.5K (-33.9%) | 0.12% -0.061 pp | 0.00% 0.000 pp | USD16.45 +9.1% | 11 qtrs — |
| 62 | TREXQUANT INVESTMENT LP | 62.7K +44.0K (+234.9%) | 1.13M +797.1K (+242.2%) | 0.11% +0.077 pp | 0.01% +0.007 pp | USD17.88 +0.4% | 24 qtrs — |
| 63 | SEI INVESTMENTS CO | 58.8K +4.0K (+7.3%) | 1.06M +92.8K (+9.6%) | 0.10% +0.008 pp | 0.00% +0.000 pp | USD18.56 -3.3% | 36 qtrs — |
| 64 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 54.6K +1.2K (+2.2%) | 979.5K +41.7K (+4.4%) | 0.10% +0.003 pp | 0.01% -0.002 pp | USD17.58 +2.1% | 2 qtrs — |
| 65 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 53.9K -99.0 (-0.2%) | 966.9K +18.7K (+2.0%) | 0.09% +0.001 pp | 0.00% +0.000 pp | USD21.53 -16.6% | 52 qtrs — |
| 66 | LEGAL & GENERAL GROUP PLC | 53.2K -10.2K (-16.0%) | 955.6K -158.4K (-14.2%) | 0.09% -0.016 pp | 0.00% +0.000 pp | USD17.92 +0.2% | 46 qtrs — |
| 67 | CITADEL ADVISORS LLC | 52.4K -17.8K (-25.3%) | 940.5K -292.1K (-23.7%) | 0.09% -0.030 pp | 0.00% +0.000 pp | USD17.29 +3.8% | 37 qtrs — |
| 68 | CITIGROUP INC | 51.8K +10.4K (+25.2%) | 929.5K +202.7K (+27.9%) | 0.09% +0.019 pp | 0.00% +0.000 pp | USD17.23 +4.2% | 54 qtrs — |
| 69 | PINNACLE HOLDINGS, LLC | 51.2K +— (+0.0%) | 919.8K +19.5K (+2.2%) | 0.09% +0.001 pp | 0.31% -0.003 pp | USD17.23 +4.2% | 24 qtrs — |
| 70 | RAFFERTY ASSET MANAGEMENT, LLC | 49.7K -5.4K (-9.8%) | 892.5K -76.1K (-7.9%) | 0.09% -0.009 pp | 0.00% 0.000 pp | USD17.34 +3.5% | 23 qtrs — |
| 71 | ROYAL BANK OF CANADA | 48.5K +3.4K (+7.7%) | 869.0K +78.0K (+9.9%) | 0.08% +0.007 pp | 0.00% +0.000 pp | USD19.53 -8.1% | 51 qtrs — |
| 72 | DEUTSCHE BANK AG\ | 46.5K +3.2K (+7.3%) | 834.5K +73.2K (+9.6%) | 0.08% +0.007 pp | 0.00% +0.000 pp | USD18.46 -2.8% | 50 qtrs — |
| 73 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 45.6K +32.4K (+245.7%) | 818.5K +586.7K (+253.1%) | 0.08% +0.057 pp | 0.00% +0.000 pp | USD17.79 +0.9% | 17 qtrs — |
| 74 | INDEPENDENT ADVISOR ALLIANCE | 45.0K +— (+0.0%) | 807.8K +17.1K (+2.2%) | 0.08% +0.001 pp | 0.02% -0.001 pp | USD15.62 +14.9% | 11 qtrs — |
| 75 | COMMONWEALTH EQUITY SERVICES, LLC | 44.3K -13.6K (-23.5%) | 794.3K -221.7K (-21.8%) | 0.08% -0.023 pp | 0.00% 0.000 pp | USD16.09 +11.6% | 8 qtrs — |
| 76 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 38.0K -857.0 (-2.2%) | 682.2K -616.0 (-0.1%) | 0.07% 0.000 pp | 0.00% 0.000 pp | USD17.01 +5.5% | 62 qtrs — |
| 77 | LPL FINANCIAL LLC | 37.8K -204.0 (-0.5%) | 678.4K +10.8K (+1.6%) | 0.07% +0.001 pp | 0.00% +0.000 pp | USD18.49 -2.9% | 39 qtrs — |
| 78 | IEQ CAPITAL, LLC | 37.7K -2.4K (-6.0%) | 677.4K -28.1K (-4.0%) | 0.07% -0.003 pp | 0.00% 0.000 pp | USD17.83 +0.7% | 5 qtrs — |
| 79 | STRS OHIO | 35.7K -3.0K (-7.8%) | 640.8K -39.1K (-5.8%) | 0.06% -0.004 pp | 0.00% 0.000 pp | USD16.24 +10.5% | 24 qtrs — |
| 80 | CERITY PARTNERS LLC | 34.4K +340.0 (+1.0%) | 617.9K +19.1K (+3.2%) | 0.06% +0.002 pp | 0.00% 0.000 pp | USD17.17 +4.5% | 24 qtrs — |
| 81 | HIGHTOWER ADVISORS, LLC | 33.7K +33.7K (+100.0%) | 605.4K +605.4K (+100.0%) | 0.06% +0.059 pp | 0.00% +0.001 pp | USD17.95 +0.0% | 1 qtrs NEW |
| 82 | JUMP FINANCIAL, LLC | 33.2K +5.8K (+21.1%) | 596.0K +114.3K (+23.7%) | 0.06% +0.011 pp | 0.01% +0.002 pp | USD17.64 +1.8% | 8 qtrs — |
| 83 | GABELLI FUNDS LLC | 32.3K +1.0K (+3.2%) | 580.6K +29.9K (+5.4%) | 0.06% +0.003 pp | 0.00% +0.000 pp | USD17.62 +1.9% | 3 qtrs — |
| 84 | KLP KAPITALFORVALTNING AS | 32.0K +900.0 (+2.9%) | 574.4K +28.0K (+5.1%) | 0.06% +0.003 pp | 0.00% +0.000 pp | USD18.04 -0.5% | 5 qtrs — |
| 85 | ALLWORTH FINANCIAL LP | 30.1K -3.0 (0.0%) | 539.8K +11.4K (+2.2%) | 0.05% +0.001 pp | 0.00% 0.000 pp | USD18.10 -0.8% | 8 qtrs — |
| 86 | CORBYN INVESTMENT MANAGEMENT INC/MD | 30.0K +— (+0.0%) | 538.7K +11.4K (+2.2%) | 0.05% +0.001 pp | 0.16% +0.003 pp | USD13.42 +33.8% | 75 qtrs — |
| 87 | HENNION & WALSH ASSET MANAGEMENT, INC. | 29.7K -9.7K (-24.6%) | 533.2K -159.2K (-23.0%) | 0.05% -0.016 pp | 0.02% -0.007 pp | USD16.53 +8.6% | 8 qtrs — |
| 88 | QUANTINNO CAPITAL MANAGEMENT LP | 28.9K +3.9K (+15.6%) | 518.3K +79.6K (+18.1%) | 0.05% +0.007 pp | 0.00% 0.000 pp | USD17.32 +3.6% | 4 qtrs — |
| 89 | COMERICA BANK | 28.0K -807.0 (-2.8%) | 502.3K -3.5K (-0.7%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD15.81 +13.5% | 10 qtrs — |
| 90 | SG AMERICAS SECURITIES, LLC | 27.8K -6.4K (-18.6%) | 499.0K -101.0K (-16.8%) | 0.05% -0.010 pp | 0.00% -0.001 pp | USD17.48 +2.7% | 7 qtrs — |
| 91 | JOHN G ULLMAN & ASSOCIATES INC | 27.0K +— (+0.0%) | 484.7K +10.3K (+2.2%) | 0.05% +0.001 pp | 0.06% +0.001 pp | USD17.50 +2.6% | 9 qtrs — |
| 92 | GREENWOOD CAPITAL ASSOCIATES LLC | 27.0K +27.0K (+100.0%) | 484.2K +484.2K (+100.0%) | 0.05% +0.047 pp | 0.05% +0.053 pp | USD17.95 +0.0% | 1 qtrs NEW |
| 93 | EAGLE WEALTH STRATEGIES LLC | 26.6K +— (+0.0%) | 477.1K +10.1K (+2.2%) | 0.05% +0.001 pp | 0.22% -0.010 pp | USD17.05 +5.3% | 9 qtrs — |
| 94 | JANUS HENDERSON GROUP PLC | 26.4K +— (+0.0%) | 473.3K +9.5K (+2.0%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD20.18 -11.1% | 17 qtrs — |
| 95 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 26.1K -482.0 (-1.8%) | 468.3K +1.4K (+0.3%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD15.84 +13.3% | 7 qtrs — |
| 96 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 25.7K -2.2K (-7.7%) | 461.3K -28.1K (-5.7%) | 0.04% -0.003 pp | 0.00% +0.000 pp | USD21.47 -16.4% | 51 qtrs — |
| 97 | SYKON CAPITAL LLC | 25.5K +— (+0.0%) | 458.1K +9.7K (+2.2%) | 0.04% +0.000 pp | 0.15% -0.003 pp | USD18.59 -3.4% | 6 qtrs — |
| 98 | ENVESTNET ASSET MANAGEMENT INC | 24.2K -1.8K (-6.8%) | 433.8K -21.9K (-4.8%) | 0.04% -0.003 pp | 0.00% +0.000 pp | USD18.29 -1.9% | 20 qtrs — |
| 99 | HARBOR CAPITAL ADVISORS, INC. | 24.0K +1.6K (+7.3%) | 430.0K +38.0K (+9.7%) | 0.04% +0.004 pp | 0.03% +0.003 pp | USD16.45 +9.1% | 8 qtrs — |
| 100 | CWM, LLC | 23.4K +141.0 (+0.6%) | 421.0K +12.0K (+2.9%) | 0.04% +0.001 pp | 0.00% 0.000 pp | USD17.25 +4.1% | 13 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR S&P Global Dividend Aristocrats UCITS ETF GLDV.L | 0.85% | 13.83M | 0.45% |
| 2 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS | 0.48% | 1.89M | 0.38% |
| 3 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.44% | 402.6K | 0.63% |
| 4 | State Street SPDR S&P Regional Banking ETF KRE | 0.44% | 21.57M | 0.35% |
| 5 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.30% | 5.14M | 0.47% |
| 6 | Harbor Human Capital Factor US Small Cap ETF HAPS | 0.20% | 347.6K | 0.61% |
| 7 | Fidelity Enhanced Small Cap ETF FESM | 0.19% | 10.81M | 0.28% |
| 8 | Vanguard U.S. Multifactor ETF VFMF | 0.17% | 1.12M | 0.18% |
| 9 | Vanguard U.S. Value Factor ETF VFVA | 0.17% | 1.42M | 0.13% |
| 10 | Vanguard Global Value Factor ETF VVL.TO | 0.16% | 879.6K | 0.38% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-04 | Tsimbinos Steven James | Officer | F-InKind | D | Common Stock | 4,629 | 18.58 | 86.0K | 202,999 | D | ↗ |
| 2026-03-04 | Schaeffer Brian | Other | F-InKind | D | Common Stock | 1,837 | 18.58 | 34.1K | 88,568 | D | ↗ |
| 2026-03-04 | Maher Christopher | Director / Officer | F-InKind | D | Common Stock | 14,147 | 18.58 | 262.9K | 368,621 | D | ↗ |
| 2026-03-04 | Lebel Joseph III | Director / Officer | F-InKind | D | Common Stock | 9,499 | 18.58 | 176.5K | 320,152 | D | ↗ |
| 2026-03-04 | ESTEP MICHELE B | Other | F-InKind | D | Common Stock | 4,629 | 18.58 | 86.0K | 177,682 | D | ↗ |
| 2026-03-04 | Berninger David | Officer | F-InKind | D | Common Stock | 3,541 | 18.58 | 65.8K | 99,708 | D | ↗ |
| 2026-03-04 | Barrett Patrick Sean | Officer | F-InKind | D | Common Stock | 5,643 | 18.48 | 104.3K | 147,350 | D | ↗ |
| 2026-03-01 | Tsimbinos Steven James | Officer | D-Return | D | Common Stock | 17,075 | 0.00 | — | 207,628 | D | ↗ |
| 2026-03-01 | Maher Christopher | Director / Officer | D-Return | D | Common Stock | 34,149 | 0.00 | — | 382,768 | D | ↗ |
| 2026-03-01 | Lebel Joseph III | Director / Officer | D-Return | D | Common Stock | 31,303 | 0.00 | — | 329,651 | D | ↗ |
| 2026-03-01 | ESTEP MICHELE B | Other | D-Return | D | Common Stock | 17,075 | 0.00 | — | 182,311 | D | ↗ |
| 2026-03-01 | Barrett Patrick Sean | Officer | D-Return | D | Common Stock | 18,972 | 0.00 | — | 152,993 | D | ↗ |
| 2026-02-27 | Wilson-Scott Dalila | Director | A-Award | A | Common Stock | 2,769 | 0.00 | — | 9,117 | D | ↗ |
| 2026-02-27 | Turner Patricia Lynne | Director | A-Award | A | Common Stock | 2,769 | 0.00 | — | 15,846 | D | ↗ |
| 2026-02-27 | Tsimbinos Steven James | Officer | A-Award | A | Common Stock | 13,844 | 0.00 | — | 203,938 | D | ↗ |
| 2026-02-27 | TORRES GRACE C | Director | A-Award | A | Common Stock | 2,769 | 0.00 | — | 24,158 | D | ↗ |
| 2026-02-27 | Scopellite Steven | Director | A-Award | A | Common Stock | 2,769 | 0.00 | — | 16,711 | D | ↗ |
| 2026-02-27 | Schaeffer Brian | Other | A-Award | A | Common Stock | 10,244 | 0.00 | — | 75,040 | D | ↗ |
| 2026-02-27 | Maher Christopher | Director / Officer | A-Award | A | Common Stock | 28,904 | 0.00 | — | 373,562 | D | ↗ |
| 2026-02-27 | Lebel Joseph III | Director / Officer | A-Award | A | Common Stock | 39,452 | 0.00 | — | 360,954 | D | ↗ |
| 2026-02-27 | Katsoulis Nicos | Director | A-Award | A | Common Stock | 2,769 | 0.00 | — | 31,096 | D | ↗ |
| 2026-02-27 | Farris Jack M. | Director | A-Award | A | Common Stock | 2,769 | 0.00 | — | 22,406 | D | ↗ |
| 2026-02-27 | ESTEP MICHELE B | Other | A-Award | A | Common Stock | 13,844 | 0.00 | — | 178,621 | D | ↗ |
| 2026-02-27 | COSCIA ANTHONY R | Director | A-Award | A | Common Stock | 2,769 | 0.00 | — | 60,489 | D | ↗ |
| 2026-02-27 | Berninger David | Officer | A-Award | A | Common Stock | 16,612 | 0.00 | — | 103,249 | D | ↗ |
| 2026-02-27 | Barros John F | Director | A-Award | A | Common Stock | 2,769 | 0.00 | — | 9,363 | D | ↗ |
| 2026-02-27 | Barrett Patrick Sean | Officer | A-Award | A | Common Stock | 15,228 | 0.00 | — | 149,125 | D | ↗ |
| 2026-02-23 | Chong Patrick | Other | A-Award | A | Common Stock | 293 | 0.00 | — | 1,540 | I | ↗ |
| 2026-02-17 | Tsimbinos Steven James | Officer | M-Exempt | D | Stock Option (right to buy) | 15,000 | 17.28 | 259.2K | 0 | D | ↗ |
| 2026-02-17 | Maher Christopher | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 59,677 | 17.28 | 1.03M | 0 | D | ↗ |
| 2026-02-17 | Lebel Joseph III | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 37,500 | 17.28 | 648.0K | 0 | D | ↗ |
| 2025-12-31 | Chong Patrick | Other | — | — | Common Stock | 0 | 0.00 | — | 1,811 | D | ↗ |
| 2025-10-29 | Murphy Joseph M. Jr. | Director | W-Will | A | Common Stock | 56,000 | 0.00 | — | 56,000 | I | ↗ |
| 2025-05-15 | Tsimbinos Steven James | Officer | J-Other | D | Series A Redeemable Preferred Stock | 3,000 | 25.00 | 75.0K | 0 | D | ↗ |
| 2025-05-15 | Murphy Joseph M. Jr. | Director | J-Other | D | Series A Redeemable Preferred Stock | 3,643 | 25.00 | 91.1K | 0 | D | ↗ |
| 2025-05-15 | Lebel Joseph III | Director / Officer | J-Other | D | Series A Redeemable Preferred Stock | 4,000 | 25.00 | 100.0K | 0 | D | ↗ |
| 2025-05-15 | Barrett Patrick Sean | Officer | J-Other | D | Series A Redeemable Preferred Stock | 2,000 | 25.00 | 50.0K | 0 | D | ↗ |
| 2025-03-05 | Tsimbinos Steven James | Officer | F-InKind | D | Common Stock | 6,973 | 18.01 | 125.6K | 188,878 | D | ↗ |
| 2025-03-05 | Schaeffer Brian | Other | F-InKind | D | Common Stock | 1,368 | 18.01 | 24.6K | 64,796 | D | ↗ |
| 2025-03-05 | Maher Christopher | Director / Officer | F-InKind | D | Common Stock | 19,467 | 18.01 | 350.6K | 340,153 | D | ↗ |
| 2025-03-05 | Lebel Joseph III | Director / Officer | F-InKind | D | Common Stock | 13,769 | 18.01 | 248.0K | 292,158 | D | ↗ |
| 2025-03-05 | ESTEP MICHELE B | Other | F-InKind | D | Common Stock | 6,973 | 18.01 | 125.6K | 164,777 | D | ↗ |
| 2025-03-05 | Berninger David | Officer | F-InKind | D | Common Stock | 2,590 | 18.01 | 46.6K | 75,561 | D | ↗ |
| 2025-03-05 | Barrett Patrick Sean | Officer | F-InKind | D | Common Stock | 3,517 | 18.01 | 63.3K | 133,897 | D | ↗ |
| 2025-03-03 | Tsimbinos Steven James | Officer | D-Return | D | Common Stock | 3,313 | 0.00 | — | 208,504 | D | ↗ |
| 2025-03-03 | Maher Christopher | Director / Officer | D-Return | D | Common Stock | 8,283 | 0.00 | — | 384,926 | D | ↗ |
| 2025-03-03 | Lebel Joseph III | Director / Officer | D-Return | D | Common Stock | 23,198 | 0.00 | — | 305,927 | D | ↗ |
| 2025-03-03 | ESTEP MICHELE B | Other | D-Return | D | Common Stock | 3,313 | 0.00 | — | 184,403 | D | ↗ |
| 2025-02-28 | Wilson-Scott Dalila | Director | A-Award | A | Common Stock | 2,778 | 0.00 | — | 6,348 | D | ↗ |
| 2025-02-28 | Turner Patricia Lynne | Director | A-Award | A | Common Stock | 2,778 | 0.00 | — | 13,077 | D | ↗ |
| 2025-02-28 | Tsimbinos Steven James | Officer | A-Award | A | Common Stock | 13,884 | 0.00 | — | 193,441 | D | ↗ |
| 2025-02-28 | TORRES GRACE C | Director | A-Award | A | Common Stock | 2,778 | 0.00 | — | 21,389 | D | ↗ |
| 2025-02-28 | Scopellite Steven | Director | A-Award | A | Common Stock | 2,778 | 0.00 | — | 13,942 | D | ↗ |
| 2025-02-28 | Schaeffer Brian | Other | A-Award | A | Common Stock | 9,720 | 0.00 | — | 51,588 | D | ↗ |
| 2025-02-28 | Murphy Joseph M. Jr. | Director | A-Award | A | Common Stock | 2,778 | 0.00 | — | 180,195 | D | ↗ |
| 2025-02-28 | Maher Christopher | Director / Officer | A-Award | A | Common Stock | 28,876 | 0.00 | — | 357,238 | D | ↗ |
| 2025-02-28 | Lebel Joseph III | Director / Officer | A-Award | A | Common Stock | 26,376 | 0.00 | — | 302,048 | D | ↗ |
| 2025-02-28 | Katsoulis Nicos | Director | A-Award | A | Common Stock | 2,778 | 0.00 | — | 28,327 | D | ↗ |
| 2025-02-28 | Guadagno Kimberly M | Director | A-Award | A | Common Stock | 2,778 | 0.00 | — | 18,137 | D | ↗ |
| 2025-02-28 | Garrett Robert C | Director | A-Award | A | Common Stock | 2,778 | 0.00 | — | 6,202 | D | ↗ |
| 2025-02-28 | Farris Jack M. | Director | A-Award | A | Common Stock | 2,778 | 0.00 | — | 19,637 | D | ↗ |
| 2025-02-28 | ESTEP MICHELE B | Other | A-Award | A | Common Stock | 13,884 | 0.00 | — | 169,340 | D | ↗ |
| 2025-02-28 | COSCIA ANTHONY R | Director | A-Award | A | Common Stock | 2,778 | 0.00 | — | 57,720 | D | ↗ |
| 2025-02-28 | Berninger David | Officer | A-Award | A | Common Stock | 11,108 | 0.00 | — | 61,493 | D | ↗ |
| 2025-02-28 | Barros John F | Director | A-Award | A | Common Stock | 2,778 | 0.00 | — | 6,594 | D | ↗ |
| 2025-02-28 | Barrett Patrick Sean | Officer | A-Award | A | Common Stock | 22,904 | 0.00 | — | 137,414 | D | ↗ |
| 2024-11-11 | Murphy Joseph M. Jr. | Director | S-Sale | D | Common Stock | 1,500 | 20.03 | 30.0K | 177,417 | D | ↗ |
| 2024-05-02 | Schaeffer Brian | Other | S-Sale | D | Common Stock | 3,500 | 15.49 | 54.2K | 41,868 | — | ↗ |
| 2024-03-05 | Tsimbinos Steven James | Officer | S-Sale | D | Common Stock | 4,687 | 14.79 | 69.3K | 179,557 | — | ↗ |
| 2024-03-05 | Schaeffer Brian | Other | S-Sale | D | Common Stock | 1,747 | 14.84 | 25.9K | 45,368 | — | ↗ |
| 2024-03-05 | Maher Christopher | Director / Officer | S-Sale | D | Common Stock | 10,713 | 14.90 | 159.6K | 328,362 | — | ↗ |
| 2024-03-05 | Lebel Joseph III | Director / Officer | S-Sale | D | Common Stock | 8,496 | 14.93 | 126.8K | 275,672 | — | ↗ |
| 2024-03-05 | Ho Angela K | Officer | S-Sale | D | Common Stock | 685 | 14.87 | 10.2K | 22,006 | — | ↗ |
| 2024-03-05 | GIORDANO ANTHONY III | Other | S-Sale | D | Common Stock | 1,980 | 14.81 | 29.3K | 20,479 | — | ↗ |
| 2024-03-05 | ESTEP MICHELE B | Other | S-Sale | D | Common Stock | 6,867 | 14.94 | 102.6K | 155,456 | — | ↗ |
| 2024-03-01 | Tsimbinos Steven James | Officer | D-Return | D | Common Stock | 1,104 | 0.00 | — | 184,244 | — | ↗ |
| 2024-03-01 | Maher Christopher | Director / Officer | D-Return | D | Common Stock | 2,761 | 0.00 | — | 339,075 | — | ↗ |
| 2024-03-01 | Lebel Joseph III | Director / Officer | D-Return | D | Common Stock | 2,500 | 0.00 | — | 291,591 | — | ↗ |
| 2024-03-01 | ESTEP MICHELE B | Other | D-Return | D | Common Stock | 2,446 | 0.00 | — | 163,427 | — | ↗ |
| 2024-02-28 | Wilson-Scott Dalila | Director | A-Award | A | Common Stock | 3,354 | 0.00 | — | 3,570 | — | ↗ |
| 2024-02-28 | WALSH JOHN E | Director | A-Award | A | Common Stock | 3,354 | 0.00 | — | 51,882 | — | ↗ |
| 2024-02-28 | Turner Patricia Lynne | Director | A-Award | A | Common Stock | 3,354 | 0.00 | — | 10,299 | — | ↗ |
| 2024-02-28 | Tsimbinos Steven James | Officer | A-Award | A | Common Stock | 16,768 | 0.00 | — | 164,111 | — | ↗ |
| 2024-02-28 | TORRES GRACE C | Director | A-Award | A | Common Stock | 3,354 | 0.00 | — | 18,611 | — | ↗ |
| 2024-02-28 | Scopellite Steven | Director | A-Award | A | Common Stock | 3,354 | 0.00 | — | 11,164 | — | ↗ |
| 2024-02-28 | Schaeffer Brian | Other | A-Award | A | Common Stock | 17,606 | 0.00 | — | 47,115 | — | ↗ |
| 2024-02-28 | Murphy Joseph M. Jr. | Director | A-Award | A | Common Stock | 3,354 | 0.00 | — | 178,917 | — | ↗ |
| 2024-02-28 | Maher Christopher | Director / Officer | A-Award | A | Common Stock | 52,314 | 0.00 | — | 354,096 | — | ↗ |
| 2024-02-28 | Lebel Joseph III | Director / Officer | A-Award | A | Common Stock | 47,787 | 0.00 | — | 294,091 | — | ↗ |
| 2024-02-28 | Katsoulis Nicos | Director | A-Award | A | Common Stock | 3,354 | 0.00 | — | 25,549 | — | ↗ |
| 2024-02-28 | Guadagno Kimberly M | Director | A-Award | A | Common Stock | 3,354 | 0.00 | — | 15,359 | — | ↗ |
| 2024-02-28 | Garrett Robert C | Director | A-Award | A | Common Stock | 3,354 | 0.00 | — | 3,424 | — | ↗ |
| 2024-02-28 | Farris Jack M. | Director | A-Award | A | Common Stock | 3,354 | 0.00 | — | 16,859 | — | ↗ |
| 2024-02-28 | ESTEP MICHELE B | Other | A-Award | A | Common Stock | 25,151 | 0.00 | — | 167,341 | — | ↗ |
| 2024-02-28 | Devlin Michael D | Director | A-Award | A | Common Stock, par value $0.01 per share | 3,354 | 0.00 | — | 57,577 | — | ↗ |
| 2024-02-28 | COSCIA ANTHONY R | Director | A-Award | A | Common Stock | 3,354 | 0.00 | — | 54,942 | — | ↗ |
| 2024-02-28 | Berninger David | Officer | A-Award | A | Common Stock | 13,416 | 0.00 | — | 30,264 | — | ↗ |
| 2024-02-28 | Barros John F | Director | A-Award | A | Common Stock | 3,354 | 0.00 | — | 3,816 | — | ↗ |
| 2024-02-28 | Barrett Patrick Sean | Officer | A-Award | A | Common Stock | 18,444 | 0.00 | — | 71,572 | — | ↗ |
| 2023-12-07 | Barros John F | Director | P-Purchase | A | Common Stock | 462 | 15.38 | 7.1K | 462 | — | ↗ |
| 2023-12-05 | Garrett Robert C | Director | P-Purchase | A | Common Stock | 70 | 15.04 | 1.1K | 70 | — | ↗ |
| 2023-12-01 | Berninger David | Officer | A-Award | A | Common Stock | 16,848 | 0.00 | — | 16,848 | — | ↗ |
| 2023-10-26 | GIORDANO ANTHONY III | — | P-Purchase | A | Common Stock | 2,345 | 12.75 | 29.9K | 22,459 | — | ↗ |
| 2023-10-10 | Berninger David | Officer | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-01 | Wilson-Scott Dalila | Director | — | D | Common Stock | 0 | 0.00 | — | 216 | — | ↗ |
| 2023-10-01 | Garrett Robert C | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-09-18 | Barros John F | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-08-25 | Schaeffer Brian | — | — | I | Common Stock | 0 | 0.00 | — | 1,903 | — | ↗ |
| 2023-06-15 | Lebel Joseph III | Director / Officer | M-Exempt | A | Common Stock | 11,250 | 14.55 | 163.7K | 224,974 | — | ↗ |
| 2023-06-14 | Maher Christopher | Director / Officer | M-Exempt | A | Common Stock | 4,500 | 14.55 | 65.5K | 271,144 | — | ↗ |
| 2023-06-02 | Farris Jack M. | Director | P-Purchase | A | Common Stock | 100 | 14.76 | 1.5K | 13,505 | — | ↗ |
| 2023-05-12 | Maher Christopher | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 13.32 | 13.3K | 5,000 | — | ↗ |
| 2023-05-11 | Maher Christopher | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 13.00 | 13.0K | 3,000 | — | ↗ |
| 2023-05-10 | Maher Christopher | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 13.24 | 13.2K | 2,000 | — | ↗ |
| 2023-05-09 | Maher Christopher | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 13.34 | 13.3K | 1,000 | — | ↗ |
| 2023-05-04 | Lebel Joseph III | Director / Officer | P-Purchase | A | Series A Redeemable Preferred Stock | 1,000 | 19.00 | 19.0K | 4,000 | — | ↗ |
| 2023-05-04 | Barrett Patrick Sean | Officer | P-Purchase | A | Series A Redeemable Preferred Stock | 1,000 | 19.11 | 19.1K | 2,000 | — | ↗ |
| 2023-04-27 | Murphy Joseph M. Jr. | Director | P-Purchase | A | Common Stock | 6,473 | 15.45 | 100.0K | 175,563 | — | ↗ |
| 2023-04-27 | Maher Christopher | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 15.26 | 15.3K | 266,644 | — | ↗ |
| 2023-04-25 | Barrett Patrick Sean | Officer | P-Purchase | A | Common Stock | 1,000 | 15.86 | 15.9K | 53,128 | — | ↗ |
| 2023-03-15 | Lebel Joseph III | Director / Officer | P-Purchase | A | Series A Redeemable Preferred Stock | 1,000 | 21.99 | 22.0K | 3,000 | — | ↗ |
| 2023-03-13 | Tsimbinos Steven James | Officer | P-Purchase | A | Series A Redeemable Preferred Stock | 2,000 | 22.12 | 44.2K | 3,000 | — | ↗ |
| 2023-03-13 | Murphy Joseph M. Jr. | Director | P-Purchase | A | Series A Redeemable Preferred Stock | 3,643 | 21.93 | 79.9K | 3,643 | — | ↗ |
| 2023-03-13 | Lebel Joseph III | Director / Officer | P-Purchase | A | Series A Redeemable Preferred Stock | 1,000 | 21.99 | 22.0K | 3,000 | — | ↗ |
| 2023-03-08 | Vallacchi Grace | Officer | F-InKind | D | Common Stock | 4,523 | 23.14 | 104.7K | 95,775 | — | ↗ |
| 2023-03-08 | Tsimbinos Steven James | Officer | F-InKind | D | Common Stock | 4,677 | 23.15 | 108.3K | 147,343 | — | ↗ |
| 2023-03-08 | Sridharan Karthik | — | F-InKind | D | Common Stock | 4,226 | 23.14 | 97.8K | 103,949 | — | ↗ |
| 2023-03-08 | Maher Christopher | Director / Officer | F-InKind | D | Common Stock | 13,022 | 23.14 | 301.3K | 265,644 | — | ↗ |
| 2023-03-08 | Lebel Joseph III | Director / Officer | F-InKind | D | Common Stock | 9,990 | 23.14 | 231.2K | 213,724 | — | ↗ |
| 2023-03-08 | Ho Angela K | — | F-InKind | D | Common Stock | 758 | 23.25 | 17.6K | 22,691 | — | ↗ |
| 2023-03-08 | GIORDANO ANTHONY III | — | F-InKind | D | Common Stock | 1,691 | 23.18 | 39.2K | 20,114 | — | ↗ |
| 2023-03-08 | ESTEP MICHELE B | — | F-InKind | D | Common Stock | 5,016 | 23.15 | 116.1K | 125,422 | — | ↗ |
| 2023-03-08 | Chong Patrick | — | F-InKind | D | Common Stock | 185 | 23.14 | 4.3K | 1,811 | — | ↗ |
| 2023-03-01 | Vallacchi Grace | Officer | D-Return | D | Common Stock | 2,446 | 0.00 | — | 100,298 | — | ↗ |
| 2023-03-01 | Tsimbinos Steven James | Officer | D-Return | D | Common Stock | 1,468 | 0.00 | — | 154,466 | — | ↗ |
| 2023-03-01 | Sridharan Karthik | — | D-Return | D | Common Stock | 1,223 | 0.00 | — | 108,175 | — | ↗ |
| 2023-03-01 | Maher Christopher | Director / Officer | D-Return | D | Common Stock | 7,339 | 0.00 | — | 278,666 | — | ↗ |
| 2023-03-01 | Lebel Joseph III | Director / Officer | D-Return | D | Common Stock | 4,892 | 0.00 | — | 223,714 | — | ↗ |
| 2023-03-01 | ESTEP MICHELE B | — | D-Return | D | Common Stock | 1,468 | 0.00 | — | 132,884 | — | ↗ |
| 2023-02-28 | WALSH JOHN E | Director | A-Award | A | Common Stock | 2,109 | 0.00 | — | 48,144 | — | ↗ |
| 2023-02-28 | Vallacchi Grace | Officer | A-Award | A | Common Stock | 9,068 | 0.00 | — | 90,615 | — | ↗ |
| 2023-02-28 | Turner Patricia Lynne | Director | A-Award | A | Common Stock | 2,109 | 0.00 | — | 6,945 | — | ↗ |
| 2023-02-28 | Tsimbinos Steven James | Officer | A-Award | A | Common Stock | 11,384 | 0.00 | — | 138,859 | — | ↗ |
| 2023-02-28 | TORRES GRACE C | Director | A-Award | A | Common Stock | 2,109 | 0.00 | — | 15,257 | — | ↗ |
| 2023-02-28 | Sridharan Karthik | — | A-Award | A | Common Stock | 11,384 | 0.00 | — | 92,323 | — | ↗ |
| 2023-02-28 | Scopellite Steven | Director | A-Award | A | Common Stock | 2,109 | 0.00 | — | 7,810 | — | ↗ |
| 2023-02-28 | Murphy Joseph M. Jr. | Director | A-Award | A | Common Stock | 2,109 | 0.00 | — | 169,090 | — | ↗ |
| 2023-02-28 | Maher Christopher | Director / Officer | A-Award | A | Common Stock | 22,768 | 0.00 | — | 256,777 | — | ↗ |
| 2023-02-28 | Lebel Joseph III | Director / Officer | A-Award | A | Common Stock | 20,872 | 0.00 | — | 199,803 | — | ↗ |
| 2023-02-28 | Katsoulis Nicos | Director | A-Award | A | Common Stock | 2,109 | 0.00 | — | 22,195 | — | ↗ |
| 2023-02-28 | Ho Angela K | — | A-Award | A | Common Stock | 12,648 | 0.00 | — | 23,449 | — | ↗ |
| 2023-02-28 | Guadagno Kimberly M | Director | A-Award | A | Common Stock | 2,109 | 0.00 | — | 12,005 | — | ↗ |
| 2023-02-28 | Farris Jack M. | Director | A-Award | A | Common Stock | 2,109 | 0.00 | — | 13,405 | — | ↗ |
| 2023-02-28 | ESTEP MICHELE B | — | A-Award | A | Common Stock | 11,384 | 0.00 | — | 117,277 | — | ↗ |
| 2023-02-28 | Devlin Michael D | Director | A-Award | A | Common Stock, par value $0.01 per share | 2,109 | 0.00 | — | 54,223 | — | ↗ |
| 2023-02-28 | COSCIA ANTHONY R | Director | A-Award | A | Common Stock | 2,109 | 0.00 | — | 51,588 | — | ↗ |
| 2023-02-28 | Barrett Patrick Sean | Officer | A-Award | A | Common Stock | 12,648 | 0.00 | — | 33,156 | — | ↗ |
| 2023-02-06 | Tsimbinos Steven James | Officer | F-InKind | D | Common Stock | 8,487 | 24.63 | 209.0K | 127,475 | — | ↗ |
| 2023-02-01 | Chong Patrick | — | — | D | Common Stock | 0 | 0.00 | — | 1,996 | — | ↗ |
| 2023-01-23 | WALSH JOHN E | Director | M-Exempt | A | Common Stock | 3,500 | 14.62 | 51.2K | 48,183 | — | ↗ |
| 2022-08-02 | Devlin Michael D | Director | S-Sale | D | Common Stock, par value $0.01 per share | 60,000 | 20.61 | 1.24M | 52,114 | — | ↗ |
| 2022-06-24 | Barrett Patrick Sean | Officer | P-Purchase | A | Common Stock | 10,500 | 18.91 | 198.6K | 20,508 | — | ↗ |
| 2022-06-02 | Barrett Patrick Sean | Officer | — | D | Common Stock | 0 | 0.00 | — | 10,008 | — | ↗ |
| 2022-05-17 | Lebel Joseph III | Officer | P-Purchase | A | Series A Redeemable Preferred Stock | 1,000 | 25.13 | 25.1K | 2,000 | — | ↗ |
| 2022-05-13 | Katsoulis Nicos | Director | P-Purchase | A | Common Stock | 2,000 | 18.99 | 38.0K | 20,086 | — | ↗ |
| 2022-05-12 | Turner Patricia Lynne | Director | P-Purchase | A | Common Stock | 300 | 18.38 | 5.5K | 4,836 | — | ↗ |
| 2022-03-10 | Katsoulis Nicos | Director | P-Purchase | A | Common Stock | 2,000 | 21.40 | 42.8K | 18,086 | — | ↗ |
| 2022-03-07 | Vallacchi Grace | Officer | S-Sale | D | Common Stock | 3,566 | 0.00 | — | 81,547 | — | ↗ |
| 2022-03-07 | Sridharan Karthik | Director | S-Sale | D | Common Stock | 3,234 | 22.17 | 71.7K | 80,939 | — | ↗ |
| 2022-03-07 | Maher Christopher | Officer | S-Sale | D | Common Stock | 22,025 | 22.17 | 488.3K | 234,009 | — | ↗ |
| 2022-03-07 | Lebel Joseph III | Officer | S-Sale | D | Common Stock | 5,325 | 22.17 | 118.1K | 178,931 | — | ↗ |
| 2022-03-07 | Ho Angela K | Officer | S-Sale | D | Common Stock | 742 | 22.17 | 16.5K | 10,801 | — | ↗ |
| 2022-03-07 | GIORDANO ANTHONY III | Director | S-Sale | D | Common Stock | 1,767 | 22.17 | 39.2K | 21,805 | — | ↗ |
| 2022-03-07 | ESTEP MICHELE B | Director | S-Sale | D | Common Stock | 3,790 | 22.17 | 84.0K | 105,893 | — | ↗ |
| 2022-03-01 | Vallacchi Grace | Director / Officer | D-Return | D | Common Stock | 1,468 | 0.00 | — | 87,559 | — | ↗ |
| 2022-03-01 | Tsimbinos Steven James | Officer | D-Return | D | Common Stock | 1,468 | 0.00 | — | 127,158 | — | ↗ |
| 2022-03-01 | Sridharan Karthik | — | D-Return | D | Common Stock | 1,223 | 0.00 | — | 84,173 | — | ↗ |
| 2022-03-01 | Maher Christopher | Officer | D-Return | D | Common Stock | 4,921 | 0.00 | — | 263,373 | — | ↗ |
| 2022-03-01 | Lebel Joseph III | Officer | D-Return | D | Common Stock | 4,892 | 0.00 | — | 184,256 | — | ↗ |
| 2022-03-01 | Guadagno Kimberly M | Director | A-Award | A | Common Stock | 2,235 | 0.00 | — | 9,896 | — | ↗ |
| 2022-03-01 | ESTEP MICHELE B | — | D-Return | D | Common Stock | 1,468 | 0.00 | — | 112,129 | — | ↗ |
| 2022-02-28 | WALSH JOHN E | Director | A-Award | A | Common Stock | 2,235 | 0.00 | — | 44,491 | — | ↗ |
| 2022-02-28 | Vallacchi Grace | Director / Officer | A-Award | A | Common Stock | 12,064 | 0.00 | — | 70,931 | — | ↗ |
| 2022-02-28 | Turner Patricia Lynne | Director | A-Award | A | Common Stock | 2,235 | 0.00 | — | 4,536 | — | ↗ |
| 2022-02-28 | Tsimbinos Steven James | Officer | A-Award | A | Common Stock | 12,064 | 0.00 | — | 110,530 | — | ↗ |
| 2022-02-28 | TORRES GRACE C | Director | A-Award | A | Common Stock | 2,235 | 0.00 | — | 13,148 | — | ↗ |
| 2022-02-28 | Sridharan Karthik | — | A-Award | A | Common Stock | 18,096 | 0.00 | — | 85,396 | — | ↗ |
| 2022-02-28 | Scopellite Steven | Director | A-Award | A | Common Stock | 2,235 | 0.00 | — | 5,701 | — | ↗ |
| 2022-02-28 | Murphy Joseph M. Jr. | Director | A-Award | A | Common Stock | 2,235 | 0.00 | — | 166,981 | — | ↗ |
| 2022-02-28 | Maher Christopher | Officer | A-Award | A | Common Stock | 36,192 | 0.00 | — | 268,294 | — | ↗ |
| 2022-02-28 | Lloyd John K | Director | A-Award | A | Common Stock | 2,235 | 0.00 | — | 14,766 | — | ↗ |
| 2022-02-28 | Lebel Joseph III | Officer | A-Award | A | Common Stock | 22,116 | 0.00 | — | 158,471 | — | ↗ |
| 2022-02-28 | Katsoulis Nicos | Director | A-Award | A | Common Stock | 2,235 | 0.00 | — | 16,086 | — | ↗ |
| 2022-02-28 | Farris Jack M. | Director | A-Award | A | Common Stock | 2,235 | 0.00 | — | 11,296 | — | ↗ |
| 2022-02-28 | ESTEP MICHELE B | — | A-Award | A | Common Stock | 18,096 | 0.00 | — | 113,597 | — | ↗ |
| 2022-02-28 | Devlin Michael D | Director | A-Award | A | Common Stock, par value $0.01 per share | 2,235 | 0.00 | — | 112,114 | — | ↗ |
| 2022-02-28 | COSCIA ANTHONY R | Director | A-Award | A | Common Stock | 2,235 | 0.00 | — | 49,479 | — | ↗ |
| 2022-02-28 | CATANIA ANGELO | Director | A-Award | A | Common Stock | 2,235 | 0.00 | — | 38,683 | — | ↗ |
| 2022-02-17 | ESTEP MICHELE B | Director | M-Exempt | D | Stock Option (right to buy) | 1,771 | 15.34 | 27.2K | 0 | — | ↗ |
| 2022-02-11 | Tsimbinos Steven James | Officer | M-Exempt | A | Common Stock | 10,125 | 13.83 | 140.0K | 106,061 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Christopher D. Maher, Chairman and CEO of the Company and the Bank | 995.0K | — | 1.04M | — | 890.7K | 202.4K | 3.12M | 33.16% | ↗ |
| 2 | 2025 | Joseph J. Lebel lll, President and Chief Operating Officer of the Bank | 575.0K | — | 946.5K | — | 537.3K | 119.1K | 2.18M | 43.46% | ↗ |
| 3 | 2025 | Patrick S. Barrett, Senior Executive Vice President and CFO of the Company and the Bank | 575.0K | — | 548.0K | — | 452.5K | 184.5K | 1.76M | 31.14% | ↗ |
| 4 | 2025 | Michele B. Estep, Senior Executive Vice President and Chief Administrative Officer of the Bank | 437.8K | — | 498.2K | — | 271.5K | 83.1K | 1.29M | 38.60% | ↗ |
| 5 | 2025 | Steven J. Tsimbinos, Senior Executive Vice President, General Counsel and Corporate Secretary of the Company and the Bank | 437.8K | — | 498.2K | — | 271.5K | 82.2K | 1.29M | 38.63% | ↗ |
| 6 | 2024 | Christopher D. Maher, Chairman and CEO of the Company and the Bank | 965.0K | — | 1.03M | — | 888.3K | 161.8K | 3.05M | 33.93% | ↗ |
| 7 | 2024 | Joseph J. Lebel lll, President and Chief Operating Officer of the Bank | 553.7K | — | 945.3K | — | 463.8K | 93.4K | 2.06M | 45.97% | ↗ |
| 8 | 2024 | Patrick S. Barrett, Senior Executive Vice President and CFO of the Company and the Bank | 465.8K | — | 547.2K | — | 318.4K | 47.6K | 1.38M | 39.69% | ↗ |
| 9 | 2024 | Michele B. Estep, Senior Executive Vice President and Chief Administrative Officer of the Bank | 425.0K | — | 497.5K | — | 254.7K | 71.5K | 1.25M | 39.84% | ↗ |
| 10 | 2024 | Steven J. Tsimbinos, Senior Executive Vice President, General Counsel and Corporate Secretary of the Company and the Bank | 425.0K | — | 497.5K | — | 254.7K | 61.1K | 1.24M | 40.18% | ↗ |
| 11 | 2023 | Christopher D. Maher, Chairman and CEO of the Company and the Bank | 950.0K | — | 1.09M | — | 736.6K | 160.0K | 2.93M | 37.04% | ↗ |
| 12 | 2023 | Joseph J. Lebel lll, President and Chief Operating Officer of the Bank | 535.0K | — | 996.1K | — | 470.3K | 84.7K | 2.09M | 47.75% | ↗ |
| 13 | 2023 | Patrick S. Barrett, Executive Vice President and CFO of the Company and the Bank | 450.0K | — | 603.7K | — | 285.1K | 65.3K | 1.40M | 42.99% | ↗ |
| 14 | 2023 | Patrick S. Barrett, Senior Executive Vice President and CFO of the Company and the Bank | 450.0K | — | 603.7K | — | 285.1K | 65.3K | 1.40M | 42.99% | ↗ |
| 15 | 2023 | Michele B. Estep, Executive Vice President and Chief Administrative Officer of the Bank | 325.0K | — | 543.3K | — | 198.0K | 63.2K | 1.13M | 48.10% | ↗ |
| 16 | 2023 | Michele B. Estep, Senior Executive Vice President and Chief Administrative Officer of the Bank | 325.0K | — | 543.3K | — | 198.0K | 63.2K | 1.13M | 48.10% | ↗ |
| 17 | 2023 | Steven J. Tsimbinos, Senior Executive Vice President, General Counsel and Corporate Secretary of the Company and the Bank | 325.0K | — | 543.3K | — | 198.0K | 59.2K | 1.13M | 48.27% | ↗ |
| 18 | 2023 | Steven J. Tsimbinos, Executive Vice President, General Counsel and Corporate Secretary of the Company and the Bank | 325.0K | — | 543.3K | — | 198.0K | 59.2K | 1.13M | 48.27% | ↗ |
| 19 | 2022 | Christopher D. Maher, Chairman and CEO of the Company and the Bank | 950.0K | — | 1.08M | — | 899.8K | 131.8K | 3.06M | 35.28% | ↗ |
| 20 | 2022 | Joseph J. Lebel lll, President and Chief Operating Officer of the Bank | 535.0K | — | 990.0K | — | 676.9K | 71.4K | 2.27M | 43.55% | ↗ |
| 21 | 2022 | Michele B. Estep, Executive Vice President and Chief Administrative Officer of the Bank | 325.0K | — | 540.0K | — | 276.0K | 48.2K | 1.19M | 45.41% | ↗ |
| 22 | 2022 | Michele B. Estep, Senior Executive Vice President and Chief Administrative Officer of the Bank | 325.0K | — | 540.0K | — | 276.0K | 48.2K | 1.19M | 45.41% | ↗ |
| 23 | 2022 | Steven J. Tsimbinos, Executive Vice President, General Counsel and Corporate Secretary of the Company and the Bank | 325.0K | — | 540.0K | — | 269.1K | 51.7K | 1.19M | 45.54% | ↗ |
| 24 | 2022 | Steven J. Tsimbinos, Senior Executive Vice President, General Counsel and Corporate Secretary of the Company and the Bank | 325.0K | — | 540.0K | — | 269.1K | 51.7K | 1.19M | 45.54% | ↗ |
| 25 | 2022 | Patrick S. Barrett, Executive Vice President and CFO of the Company and the Bank | 302.9K | — | 200.1K | — | 295.6K | 308.1K | 1.11M | 18.08% | ↗ |
| 26 | 2022 | Patrick S. Barrett, Senior Executive Vice President and CFO of the Company and the Bank | 302.9K | — | 200.1K | — | 295.6K | 308.1K | 1.11M | 18.08% | ↗ |
| 27 | 2022 | Michael J. Fitzpatrick, Executive Vice President and CFO of the Company and the Bank | 182.7K | — | — | — | 116.1K | 26.6K | 325.4K | 0.00% | ↗ |
| 28 | 2021 | Christopher D. Maher, Chairman and CEO of the Company and the Bank | 950.0K | — | 1.20M | — | 891.3K | 120.1K | 3.16M | 37.96% | ↗ |
| 29 | 2021 | Joseph J. Lebel lll, President and Chief Operating Officer of the Bank | 529.8K | — | 1.10M | — | 682.8K | 47.4K | 2.36M | 46.61% | ↗ |
| 30 | 2021 | Michele B. Estep, Executive Vice President and Chief Administrative Officer of the Bank | 325.0K | — | 600.0K | — | 287.5K | 39.0K | 1.25M | 47.94% | ↗ |
| 31 | 2021 | Steven J. Tsimbinos, Executive Vice President, General Counsel and Corporate Secretary of the Company and the Bank | 325.0K | — | 600.0K | — | 264.5K | 45.4K | 1.23M | 48.59% | ↗ |
| 32 | 2021 | Michael J. Fitzpatrick, Executive Vice President and CFO of the Company and the Bank | 350.0K | — | 180.0K | — | 264.5K | 42.4K | 836.8K | 21.51% | ↗ |
| 33 | 2020 | Christopher D. Maher, Chairman and CEO of the Company and the Bank | 946.2K | 658.8K | 762.5K | 487.5K | — | 108.1K | 2.96M | 42.19% | ↗ |
| 34 | 2020 | Joseph J. Lebebl lll, President and Chief Operating Officer of the Bank | 398.8K | 297.5K | 550.0K | 450.0K | — | 46.3K | 1.74M | 57.39% | ↗ |
| 35 | 2020 | Joseph J. Lebel lll, President and Chief Operating Officer of the Bank | 398.8K | 297.5K | 550.0K | 450.0K | — | 46.3K | 1.74M | 57.39% | ↗ |
| 36 | 2020 | Steven J. Tsimbinos, Executive Vice President, General Counsel and Corporate Secretary of the Company and the Bank | 324.4K | 170.0K | 275.0K | 225.0K | — | 40.3K | 1.03M | 48.32% | ↗ |
| 37 | 2020 | Grace M. Vallacchi, Executive Vice President and Chief Risk Officer of the Company and the Bank | 324.4K | 170.0K | 275.0K | 225.0K | — | 34.6K | 1.03M | 48.59% | ↗ |
| 38 | 2020 | Michele B. Estep, Executive Vice President and Chief Administrative Officer of the Bank | 324.4K | 170.0K | 275.0K | 225.0K | — | 33.0K | 1.03M | 48.67% | ↗ |
| 39 | 2020 | Michael J. Fitzpatrick, Executive Vice President and CFO of the Company and the Bank | 349.4K | 170.0K | 75.0K | 225.0K | — | 205.1K | 1.02M | 29.28% | ↗ |
| 40 | 2019 | Christopher D. Maher, Chairman, President and CEO of the Company and the Bank | 946.2K | 446.0K | 662.4K | 487.5K | 249.0K | 112.6K | 2.90M | 39.60% | ↗ |
| 41 | 2019 | Christopher D. Maher, Chairman and CEO of the Company and the Bank | 946.2K | 446.0K | 662.4K | 487.5K | 249.0K | 112.6K | 2.90M | 39.60% | ↗ |
| 42 | 2019 | Joseph J. Lebebl lll, President and Chief Operating Officer of the Bank | 398.8K | 75.0K | 399.9K | 450.0K | 83.0K | 46.3K | 1.45M | 58.49% | ↗ |
| 43 | 2019 | Joseph J. Lebel lll, President and Chief Operating Officer of the Bank | 398.8K | 75.0K | 399.9K | 450.0K | 83.0K | 46.3K | 1.45M | 58.49% | ↗ |
| 44 | 2019 | Joseph J. Lebel III, Executive Vice President and Chief Operating Officer of the Bank | 398.8K | 75.0K | 399.9K | 450.0K | 83.0K | 46.3K | 1.45M | 58.49% | ↗ |
| 45 | 2019 | Michael J. Fitzpatrick, Executive Vice President and CFO of the Company and the Bank | 349.4K | 60.4K | 75.0K | 225.0K | 66.8K | 199.8K | 976.4K | 30.73% | ↗ |
| 46 | 2019 | Steven J. Tsimbinos, Executive Vice President, General Counsel and Corporate Secretary of the Company and the Bank | 324.4K | 65.6K | 224.9K | 225.0K | 72.6K | 43.7K | 956.2K | 47.05% | ↗ |
| 47 | 2019 | Grace M. Vallacchi, Executive Vice President and Chief Risk Officer of the Company and the Bank | 324.4K | 65.6K | 224.9K | 225.0K | 72.6K | 35.0K | 947.6K | 47.48% | ↗ |
| 48 | 2019 | Michele B. Estep, Executive Vice President and Chief Administrative Officer of the Bank | 322.6K | 65.6K | 224.9K | 225.0K | 72.6K | 34.0K | 944.7K | 47.62% | ↗ |
| 49 | 2019 | Joseph R. Iantosca, Former/Retired Executive Vice President and Chief Information Officer of the Bank | 182.2K | — | 224.9K | 225.0K | — | 254.7K | 886.8K | 50.74% | ↗ |
| 50 | 2018 | Christopher D. Maher, Chairman, President and CEO of the Company and the Bank | 846.2K | — | 912.5K | 137.5K | 934.0K | 93.2K | 2.92M | 35.92% | ↗ |
| 51 | 2018 | Christopher D. Maher, Chairman and CEO of the Company and the Bank | 846.2K | — | 912.5K | 137.5K | 934.0K | 93.2K | 2.92M | 35.92% | ↗ |
| 52 | 2018 | Joseph J. Lebel III, Executive Vice President and Chief Operating Officer of the Bank | 349.0K | — | 627.8K | 84.2K | 249.3K | 39.0K | 1.35M | 52.77% | ↗ |
| 53 | 2018 | Joseph J. Lebebl lll, President and Chief Operating Officer of the Bank | 349.0K | — | 627.8K | 84.2K | 249.3K | 39.0K | 1.35M | 52.77% | ↗ |
| 54 | 2018 | Joseph R. Iantosca, Executive Vice President and Chief Information Officer of the Bank | 309.5K | — | 627.8K | 84.2K | 145.4K | 36.2K | 1.20M | 59.18% | ↗ |
| 55 | 2018 | Joseph R. Iantosca, Former/Retired Executive Vice President and Chief Information Officer of the Bank | 309.5K | — | 627.8K | 84.2K | 145.4K | 36.2K | 1.20M | 59.18% | ↗ |
| 56 | 2018 | Steven J. Tsimbinos, Executive Vice President, General Counsel and Corporate Secretary of the Company and the Bank | 299.0K | — | 520.7K | 70.3K | 196.2K | 34.3K | 1.12M | 52.74% | ↗ |
| 57 | 2018 | Michael J. Fitzpatrick, Executive Vice President and CFO of the Company and the Bank | 324.5K | — | 316.7K | 42.3K | 181.8K | 188.3K | 1.05M | 34.07% | ↗ |
| 58 | 2018 | Grace M. Vallacchi, Executive Vice President and Chief Risk Officer of the Company and the Bank | 300.0K | — | 375.0K | 50.0K | 112.2K | 16.3K | 853.5K | 49.79% | ↗ |
| 59 | 2017 | Christopher D. Maher, Chairman, President and CEO of the Company and the Bank | 650.0K | — | 137.5K | 412.5K | 742.5K | 82.7K | 2.03M | 27.16% | ↗ |
| 60 | 2017 | Joseph J. Lebel III, Executive Vice President and Chief Banking Officer of the Bank | 300.0K | — | 84.3K | 252.9K | 250.0K | 26.0K | 913.2K | 36.92% | ↗ |
| 61 | 2017 | Joseph J. Lebel III, Executive Vice President and Chief Operating Officer of the Bank | 300.0K | — | 84.3K | 252.9K | 250.0K | 26.0K | 913.2K | 36.92% | ↗ |
| 62 | 2017 | Michael J. Fitzpatrick, Executive Vice President and CFO of the Company and the Bank | 300.0K | — | 42.2K | 126.5K | 225.0K | 166.5K | 860.2K | 19.61% | ↗ |
| 63 | 2017 | Joseph R. Iantosca, Former/Retired Executive Vice President and Chief Information Officer of the Bank | 285.0K | — | 84.3K | 252.9K | 200.0K | 32.5K | 854.7K | 39.45% | ↗ |
| 64 | 2017 | Joseph R. Iantosca, Executive Vice President and Chief Administrative Officer of the Bank | 285.0K | — | 84.3K | 252.9K | 200.0K | 32.5K | 854.7K | 39.45% | ↗ |
| 65 | 2017 | Joseph R. Iantosca, Executive Vice President and Chief Information Officer of the Bank | 285.0K | — | 84.3K | 252.9K | 200.0K | 32.5K | 854.7K | 39.45% | ↗ |
| 66 | 2017 | Steven J. Tsimbinos, Executive Vice President, General Counsel and Corporate Secretary of the Company and the Bank | 250.0K | — | 70.2K | 210.8K | 175.0K | 29.9K | 735.8K | 38.18% | ↗ |
| 67 | 2017 | Grace M. Vallacchi, Executive Vice President and Chief Risk Officer of the Company and the Bank | 91.2K | — | 100.0K | — | 17.3K | 5.9K | 214.4K | 46.65% | ↗ |
| 68 | 2016 | Christopher D. Maher, Chairman, President and CEO of the Company and the Bank | 598.5K | — | 87.4K | 262.6K | 540.0K | 88.8K | 1.58M | 22.19% | ↗ |
| 69 | 2016 | Michael J. Fitzpatrick, Executive Vice President and CFO of the Company and the Bank | 287.1K | — | 19.8K | 59.4K | 225.0K | 161.0K | 752.3K | 10.53% | ↗ |
| 70 | 2016 | Joseph J. Lebel III, Executive Vice President and Chief Operating Officer of the Bank | 278.1K | — | 33.0K | 99.0K | 250.0K | 28.1K | 697.2K | 18.93% | ↗ |
| 71 | 2016 | Joseph J. Lebel III, Executive Vice President and Chief Banking Officer of the Bank | 287.1K | — | 33.0K | 99.0K | 250.0K | 28.1K | 697.2K | 18.93% | ↗ |
| 72 | 2016 | Joseph R. Iantosca, Executive Vice President and Chief Administrative Officer of the Bank | 279.8K | — | 33.0K | 99.0K | 217.0K | 40.2K | 669.0K | 19.73% | ↗ |
| 73 | 2016 | Joseph R. Iantosca, Executive Vice President and Chief Information Officer of the Bank | 279.8K | — | 33.0K | 99.0K | 217.0K | 40.2K | 669.0K | 19.73% | ↗ |
| 74 | 2016 | Steven J. Tsimbinos, Executive Vice President, General Counsel and Corporate Secretary of the Company and the Bank | 248.6K | — | 92.4K | 39.6K | 125.0K | 38.9K | 544.4K | 24.24% | ↗ |
| 75 | 2015 | Christopher D. Maher , President and CEO of the Company and the Bank | 566.3K | — | 89.7K | 265.7K | 311.9K | 76.9K | 1.31M | 27.12% | ↗ |
| 76 | 2015 | Christopher D. Maher, Chairman, President and CEO of the Company and the Bank | 566.3K | — | 89.7K | 265.7K | 311.9K | 76.9K | 1.31M | 27.12% | ↗ |
| 77 | 2015 | Michael J. Fitzpatrick, Executive Vice President and CFO of the Company and the Bank | 285.6K | — | 26.8K | 80.3K | 98.0K | 145.1K | 635.8K | 16.84% | ↗ |
| 78 | 2015 | Joseph J. Lebel III, Executive Vice President and Chief Lending Officer of the Bank | 284.8K | — | 35.7K | 107.1K | 122.5K | 28.0K | 578.1K | 24.70% | ↗ |
| 79 | 2015 | Joseph J. Lebel III, Executive Vice President and Chief Banking Officer of the Bank | 284.8K | — | 35.7K | 107.1K | 122.5K | 28.0K | 578.1K | 24.70% | ↗ |
| 80 | 2015 | Joseph R. Iantosca, Executive Vice President and Chief Administrative Officer of the Bank | 284.8K | — | 35.7K | 107.1K | 110.3K | 34.0K | 571.9K | 24.97% | ↗ |
| 81 | 2015 | Steven J. Tsimbinos, Executive Vice President, General Counsel and Corporate Secretary of the Company and the Bank | 252.8K | — | 131.6K | 46.9K | 95.0K | 30.5K | 556.8K | 32.05% | ↗ |
| 82 | 2015 | Steven J. Tsimbinos, First Senior Vice President, General Counsel and Corporate Secretary of the Company and the Bank | 252.8K | — | 131.6K | 46.9K | 95.0K | 30.5K | 556.8K | 32.05% | ↗ |
| 83 | 2014 | John R. Garbarino, Former CEO of the Company and the Bank | 499.9K | — | — | 334.4K | 212.0K | 791.6K | 1.84M | 18.19% | ↗ |
| 84 | 2014 | Christopher D. Maher , President and CEO of the Company and the Bank | 397.9K | — | — | 250.8K | 212.0K | 71.6K | 932.2K | 26.90% | ↗ |
| 85 | 2014 | Christopher D. Maher, Chairman, President and CEO of the Company and the Bank | 397.9K | — | — | 250.8K | 212.0K | 71.6K | 932.2K | 26.90% | ↗ |
| 86 | 2014 | Christopher D. Maher, President and CEO of the Company and the Bank | 397.9K | — | — | 250.8K | 212.0K | 71.6K | 932.2K | 26.90% | ↗ |
| 87 | 2014 | Michael J. Fitzpatrick, Executive Vice President and CFO of the Company and the Bank | 274.1K | — | 31.2K | 94.1K | 116.0K | 129.6K | 644.9K | 19.43% | ↗ |
| 88 | 2014 | Joseph J. Lebel III, Executive Vice President and Chief Banking Officer of the Bank | 246.9K | — | 33.9K | 101.9K | 95.0K | 25.2K | 502.9K | 27.00% | ↗ |
| 89 | 2014 | Joseph J. Lebel III, Executive Vice President and Chief Lending Officer of the Bank | 246.9K | — | 33.9K | 101.9K | 95.0K | 25.2K | 502.9K | 27.00% | ↗ |
| 90 | 2014 | Joseph R. Iantosca, Executive Vice President and Chief Administrative Officer of the Bank | 241.4K | — | 33.9K | 101.9K | 87.0K | 30.1K | 494.3K | 27.47% | ↗ |
| 91 | 2014 | Steven J. Tsimbinos, First Senior Vice President, General Counsel and Corporate Secretary of the Company and the Bank | 229.2K | — | 18.3K | 54.9K | 91.0K | 26.4K | 419.7K | 17.43% | ↗ |
| 92 | 2014 | Steven J. Tsimbinos, Executive Vice President, General Counsel and Corporate Secretary of the Company and the Bank | 229.2K | — | 18.3K | 54.9K | 91.0K | 26.4K | 419.7K | 17.43% | ↗ |
| 93 | 2013 | John R. Garbarino, Former CEO of the Company and the Bank | 490.5K | 175.0K | — | 238.4K | — | 784.5K | 1.69M | 14.12% | ↗ |
| 94 | 2013 | John R. Garbarino, Chief Executive Officer of the Company and the Bank | 490.5K | 175.0K | — | 238.4K | — | 784.5K | 1.69M | 14.12% | ↗ |
| 95 | 2013 | Christopher D. Maher, President and CEO of the Company and the Bank | 274.0K | 150.0K | 66.4K | 66.4K | — | 143.6K | 700.4K | 18.96% | ↗ |
| 96 | 2013 | Christopher D. Maher , President and CEO of the Company and the Bank | 274.0K | 150.0K | 66.4K | 66.4K | — | 143.6K | 700.4K | 18.96% | ↗ |
| 97 | 2013 | Christopher D. Maher, President and Chief Operating Officer of the Company and the Bank | 274.0K | 150.0K | 66.4K | 66.4K | — | 143.6K | 700.4K | 18.96% | ↗ |
| 98 | 2013 | Michael J. Fitzpatrick, Executive Vice President and Chief Financial Officer of the Company and the Bank | 270.4K | 80.0K | 22.4K | 67.1K | — | 120.1K | 559.9K | 15.97% | ↗ |
| 99 | 2013 | Michael J. Fitzpatrick, Executive Vice President and CFO of the Company and the Bank | 270.4K | 80.0K | 22.4K | 67.1K | — | 120.1K | 559.9K | 15.97% | ↗ |
| 100 | 2013 | Joseph J. Lebel III, Executive Vice President and Chief Lending Officer of the Bank | 231.6K | 75.0K | 22.2K | 66.7K | — | 24.4K | 420.0K | 21.18% | ↗ |
| 101 | 2013 | Joseph R. Iantosca, Executive Vice President and Chief Administrative Officer of the Bank | 216.8K | 75.0K | 22.2K | 66.7K | — | 27.3K | 408.1K | 21.80% | ↗ |
| 102 | 2013 | Steven J. Tsimbinos, First Senior Vice President, General Counsel and Corporate Secretary of the Company and the Bank | 213.6K | 65.0K | 11.2K | 33.5K | — | 17.6K | 340.9K | 13.11% | ↗ |
| 103 | 2012 | Vito R. Nardelli, Former President and Chief Operating Officer of the Company and the Bank | 239.5K | — | 30.3K | 90.8K | — | 1.08M | 1.44M | 8.41% | ↗ |
| 104 | 2012 | John R. Garbarino, Chief Executive Officer of the Company and the Bank | 490.5K | — | — | 242.1K | 185.7K | 456.3K | 1.37M | 17.61% | ↗ |
| 105 | 2012 | John R. Garbarino, Former CEO of the Company and the Bank | 490.5K | — | — | 242.1K | 185.7K | 456.3K | 1.37M | 17.61% | ↗ |
| 106 | 2012 | Michael J. Fitzpatrick, Executive Vice President and CFO of the Company and the Bank | 265.3K | — | 26.9K | 80.7K | 79.5K | 110.7K | 563.1K | 19.11% | ↗ |
| 107 | 2012 | Michael J. Fitzpatrick, Executive Vice President and Chief Financial Officer of the Company and the Bank | 265.3K | — | 26.9K | 80.7K | 79.5K | 110.7K | 563.1K | 19.11% | ↗ |
| 108 | 2012 | Joseph J. Lebel III, First Senior Vice President and Chief Lending Officer of the Bank | 222.4K | — | 9.1K | 36.3K | 66.7K | 22.6K | 357.1K | 12.72% | ↗ |
| 109 | 2012 | Joseph J. Lebel III, Executive Vice President and Chief Lending Officer of the Bank | 222.4K | — | 9.1K | 36.3K | 66.7K | 22.6K | 357.1K | 12.72% | ↗ |
| 110 | 2012 | Joseph R. Iantosca, First Senior Vice President and Chief Administrative Officer of the Bank | 203.5K | — | 9.1K | 36.3K | 53.4K | 25.3K | 327.5K | 13.86% | ↗ |
| 111 | 2012 | Joseph R. Iantosca, Executive Vice President and Chief Administrative Officer of the Bank | 203.5K | — | 9.1K | 36.3K | 53.4K | 25.3K | 327.5K | 13.86% | ↗ |
| 112 | 2012 | Steven J. Tsimbinos, First Senior Vice President and General Counsel | 206.0K | — | 9.1K | 36.3K | 38.6K | 11.6K | 301.6K | 15.06% | ↗ |
| 113 | 2011 | John R. Garbarino, Chief Executive Officer of the Company and the Bank | 492.6K | — | — | 283.5K | 279.1K | 273.6K | 1.33M | 21.34% | ↗ |
| 114 | 2011 | Vito R. Nardelli, Former President and Chief Operating Officer of the Company and the Bank | 333.3K | — | 35.5K | 106.3K | 187.8K | 109.1K | 771.9K | 18.37% | ↗ |
| 115 | 2011 | Michael J. Fitzpatrick, Executive Vice President and Chief Financial Officer of the Company and the Bank | 260.1K | — | 31.5K | 94.5K | 126.6K | 101.8K | 614.5K | 20.51% | ↗ |
| 116 | 2011 | Joseph J. Lebel III, Executive Vice President and Chief Lending Officer of the Bank | 218.2K | — | 10.6K | 31.9K | 83.6K | 20.5K | 364.7K | 11.66% | ↗ |
| 117 | 2011 | Joseph J. Lebel III, First Senior Vice President and Chief Lending Officer of the Bank | 218.2K | — | 10.6K | 31.9K | 83.6K | 20.5K | 364.7K | 11.66% | ↗ |
| 118 | 2011 | Joseph R. Iantosca, First Senior Vice President and Chief Administrative Officer of the Bank | 199.5K | — | 10.6K | 31.9K | 85.7K | 23.5K | 351.3K | 12.11% | ↗ |
| 119 | 2011 | Joseph R. Iantosca, Executive Vice President and Chief Administrative Officer of the Bank | 199.5K | — | 10.6K | 31.9K | 85.7K | 23.5K | 351.3K | 12.11% | ↗ |
| 120 | 2010 | John R. Garbarino, Chief Executive Officer of the Company and the Bank | 545.0K | — | 54.5K | 163.4K | 366.2K | 473.4K | 1.60M | 13.60% | ↗ |
| 121 | 2010 | Vito R. Nardelli, Former President and Chief Operating Officer of the Company and the Bank | 312.7K | — | 18.2K | 54.5K | 178.4K | 105.5K | 669.3K | 10.85% | ↗ |
| 122 | 2010 | Michael J. Fitzpatrick, Executive Vice President and Chief Financial Officer of the Company and the Bank | 253.8K | — | 18.2K | 54.5K | 136.1K | 97.5K | 560.0K | 12.97% | ↗ |
| 123 | 2010 | Joseph J. Lebel III, First Senior Vice President and Chief Lending Officer of the Bank | 213.0K | — | 6.1K | 18.2K | 102.8K | 22.2K | 362.3K | 6.68% | ↗ |
| 124 | 2010 | Joseph R. Iantosca, First Senior Vice President and Chief Administrative Officer of the Bank | 195.1K | — | 6.1K | 18.4K | 84.0K | 23.4K | 327.0K | 7.49% | ↗ |
| 125 | 2005 | John R. Garbarino President and Chief Executive Officer Of the Company and the Bank | 475.5K | 301.4K | 39.6K | 7.2K | — | 362.1K | 1.19M | 3.95% | ↗ |
| 126 | 2005 | Michael J. Fitzpatrick Executive Vice President and Chief Financial Officer of the Company and the Bank | 210.4K | 103.8K | 15.2K | 2.8K | — | 101.5K | 433.8K | 4.15% | ↗ |
| 127 | 2005 | Vito R. Nardelli Executive Vice President and Chief Operating Officer of the Bank | 220.9K | 127.1K | 9.0K | 1.6K | — | 60.2K | 418.9K | 2.54% | ↗ |
| 128 | 2005 | Robert M. Pardes Executive Vice President of the Bank, and President of Columbia Home Loans, LLC | 213.2K | 101.3K | 11.4K | 2.1K | — | 70.8K | 398.8K | 3.39% | ↗ |
| 129 | 2005 | John K. Kelly, General Counsel of the Bank, Senior Vice President and Corporate Secretary of the Company and the Bank | 173.4K | 64.9K | 7.8K | 1.4K | — | 66.9K | 314.4K | 2.93% | ↗ |
| 130 | 2004 | John R. Garbarino President and Chief Executive Officer Of the Company and the Bank | 484.7K | — | — | 90.0K | — | 363.2K | 937.9K | 9.60% | ↗ |
| 131 | 2004 | John R. Garbarino President and Chief Executive Officer of the Company and the Bank | 484.7K | — | — | 90.0K | — | 136.4K | 711.1K | 12.66% | ↗ |
| 132 | 2004 | Michael J. Fitzpatrick Executive Vice President and Chief Financial Officer of the Company and the Bank | 210.2K | — | — | 30.0K | — | 101.6K | 341.8K | 8.78% | ↗ |
| 133 | 2004 | Robert M. Pardes Executive Vice President of the Bank, and President of Columbia Home Loans, LLC | 209.4K | — | — | 30.0K | — | 73.5K | 312.9K | 9.59% | ↗ |
| 134 | 2004 | John K. Kelly, General Counsel of the Bank, Senior Vice President and Corporate Secretary of the Company and the Bank | 172.2K | — | — | 10.0K | — | 69.6K | 251.8K | 3.97% | ↗ |
| 135 | 2004 | Vito R. Nardelli Executive Vice President and Chief Operating Officer of the Bank | 114.6K | — | — | 30.0K | — | 3.4K | 148.0K | 20.27% | ↗ |
| 136 | 2004 | Joseph R. Iantosca Senior Vice President and Chief Administrative Officer of the Bank | 134.1K | — | — | 11.3K | — | 1.5K | 146.9K | 7.66% | ↗ |
| 137 | 2003 | John R. Garbarino President and Chief Executive Officer Of the Company and the Bank | 449.0K | — | — | 90.0K | — | 354.2K | 893.2K | 10.08% | ↗ |
| 138 | 2003 | John R. Garbarino President and Chief Executive Officer of the Company and the Bank | 449.0K | — | — | 90.0K | — | 150.3K | 689.3K | 13.06% | ↗ |
| 139 | 2003 | Michael J. Fitzpatrick Executive Vice President and Chief Financial Officer of the Company and the Bank | 198.0K | — | — | 33.0K | — | 100.9K | 331.9K | 9.94% | ↗ |
| 140 | 2003 | Robert M. Pardes Executive Vice President of the Bank, and President of Columbia Home Loans, LLC | 190.7K | — | — | 33.0K | — | 84.8K | 308.5K | 10.70% | ↗ |
| 141 | 2003 | John K. Kelly, General Counsel of the Bank, Senior Vice President and Corporate Secretary of the Company and the Bank | 160.0K | — | — | 10.0K | — | 78.4K | 248.4K | 4.03% | ↗ |
| 142 | 2002 | John R. Garbarino President and Chief Executive Officer of the Company and the Bank | 442.0K | 191.4K | — | 120.0K | — | 148.1K | 901.5K | 13.31% | ↗ |
| 143 | 2002 | Michael J. Fitzpatrick Executive Vice President and Chief Financial Officer of the Company and the Bank | 183.0K | 86.4K | — | 45.0K | — | 64.2K | 378.6K | 11.89% | ↗ |
| 144 | 2002 | Karl E. Reinheimer Executive Vice President and Chief Operating Officer of the Bank | 167.0K | 65.7K | — | 45.0K | — | 60.7K | 338.4K | 13.30% | ↗ |
| 145 | 2002 | Robert M. Pardes Executive Vice President of the Bank, and President of Columbia Home Loans, LLC | 178.7K | 48.4K | — | 33.0K | — | 61.7K | 321.8K | 10.26% | ↗ |
| 146 | 2002 | Robert M. Pardes Executive Vice President of the Bank, and President of Columbia Equities, Ltd. | 178.7K | 48.4K | — | 33.0K | — | 61.7K | 321.8K | 10.26% | ↗ |
| 147 | 2002 | John K. Kelly Senior Vice President and Corporate Secretary of the Company and Senior Vice President, General Counsel and Corporate Secretary of the Bank | 152.5K | 30.0K | — | 15.0K | — | 54.3K | 251.8K | 5.96% | ↗ |
| 148 | 2002 | John K. Kelly, General Counsel of the Bank, Senior Vice President and Corporate Secretary of the Company and the Bank | 152.5K | 30.0K | — | 15.0K | — | 54.3K | 251.8K | 5.96% | ↗ |
| 149 | 2001 | John R. Garbarino President and Chief Executive Officer of the Company and the Bank | 417.0K | 205.2K | — | — | — | 107.8K | 730.0K | 0.00% | ↗ |
| 150 | 2001 | Michael J. Fitzpatrick Executive Vice President and Chief Financial Officer of the Company and the Bank | 175.5K | 88.2K | — | — | — | 47.1K | 310.8K | 0.00% | ↗ |
| 151 | 2001 | Robert M. Pardes Executive Vice President of the Bank, and President of Columbia Equities, Ltd. | 171.0K | 96.3K | — | — | — | 41.5K | 308.9K | 0.00% | ↗ |
| 152 | 2001 | Karl E. Reinheimer Executive Vice President and Chief Operating Officer of the Bank | 160.5K | 59.0K | — | — | — | 45.1K | 264.6K | 0.00% | ↗ |
| 153 | 2001 | John K. Kelly Senior Vice President and Corporate Secretary of the Company and Senior Vice President, General Counsel and Corporate Secretary of the Bank | 146.0K | 42.4K | — | — | — | 40.6K | 229.0K | 0.00% | ↗ |
| 154 | 2000 | John R. Garbarino President and Chief Executive Officer of the Company and the Bank | 395.0K | 151.7K | — | — | — | 168.4K | 715.1K | 0.00% | ↗ |
| 155 | 2000 | Michael J. Fitzpatrick Executive Vice President and Chief Financial Officer of the Company and the Bank | 167.0K | 61.5K | — | — | — | 73.0K | 301.5K | 0.00% | ↗ |
| 156 | 2000 | Karl E. Reinheimer Executive Vice President and Chief Operating Officer of the Bank | 153.0K | 43.7K | — | — | — | 68.1K | 264.9K | 0.00% | ↗ |
| 157 | 2000 | John K. Kelly Senior Vice President and Corporate Secretary of the Company and Senior Vice President, General Counsel and Corporate Secretary of the Bank | 139.0K | 28.8K | — | — | — | 62.3K | 230.2K | 0.00% | ↗ |
| 158 | 2000 | Robert M. Pardes Executive Vice President of the Bank, and President of Columbia Equities, Ltd. | 59.6K | 24.9K | 57.4K | 36.0K | — | — | 177.8K | 52.52% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Christopher D. Maher | Chairman, President & Chief Executive Officer | 2M | male |
| Joseph J. Lebel | Executive VP, COO & Director | 1M | male |
| Patrick S. Barrett | Senior EVP & CFO | 1M | male |
| Michele Estep | Senior EVP & Chief Administrative Officer of OceanFirst Bank, National Association. | 792.4K | female |
| Steven J. Tsimbinos | Senior EVP, General Counsel & Corporate Secretary | 791.5K | male |
| David R. Howard | Executive VP & Treasurer | — | male |
| Alfred Goon | Senior Vice President of Corporate Development, Strategy & Investor Relations | — | male |
| Kevin Georgetti | Senior Vice President & Chief Compliance Officer | — | male |
| Patrick Chong | Principal Accounting Officer | — | male |
| Jill Apito Hewitt | SVP Director of Corporate Communications and Community Impact | — | female |
| Anthony Giordano | Executive Vice President & Chief of Banking Operations | — | male |
| Brian E. Schaeffer CISA CISSP | Senior EVP & Chief Information Officer of OceanFirst Bank, National Association | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2024-04-15 | 2024-05-15 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2024-03-14 | 2024-04-07 | Josh Gottheimer | NJ05 | Joint | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2024-01-11 | 2024-02-15 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2023-12-11 | 2024-01-07 | Josh Gottheimer | NJ05 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2021-02-26 | 2021-03-10 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2020-11-03 | 2020-11-05 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2020-10-23 | 2020-11-05 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
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Community Opinion for OCFC
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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