Oak Valley Bancorp (OVLY)
Oakdale, CA, US
Oak Valley Bancorp, functioning as the parent entity for Oak Valley Community Bank, offers a comprehensive range of commercial banking services. These services are provided to both individual clients and small to mid-sized businesses, primarily operating within California's Central Valley and Eastern Sierras regions. The institution's financial products encompass various deposit options, including checking, savings, money market, health savings accounts (HSAs), individual retirement accounts (IRAs), and certificates of deposit (CDs). For its lending activities, the bank extends financing for commercial real estate, general business operations, trade activities, and also facilitates Small Business Administration (SBA) loans. On the consumer side, loan offerings include vehicle financing, home mortgages, revolving lines of credit, and diverse personal loan solutions. Beyond these core services, the company provides a suite of conveniences such as online and mobile banking, remote deposit capture, merchant services, night depository facilities, extended operating hours, wire transfers, and note collection, complemented by automated teller machines. As of December 31, 2021, Oak Valley Bancorp's operational footprint included seventeen full-service branch offices across various Californian cities, specifically Oakdale, Sonora, Bridgeport, Bishop, Mammoth Lakes, Modesto, Manteca, Patterson, Turlock, Tracy, Ripon, Stockton, Escalon, and Sacramento. Founded in 1990, the company's corporate headquarters are situated in Oakdale, California.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.03% | -2.55% | -0.51% | +2.84% | +17.12% | +9.48% | +31.12% | +42.53% | +70.52% | +237.54% | +1,708.24% |
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 | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
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Revenue growth-8.6% Q1'26: -8.6% (vs Q1'25)
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EPS growth-4.6% Q1'26: +0.0% (vs Q1'25)
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FCF margin— Q1'26: +37.8% (vs Q1'25)
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EBIT margin— Q1'26: +32.8% (vs Q1'25)
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ROIC— Q1'26: +42.0% (vs Q1'25)
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Share dilution+0.4% Q1'26: +0.5% (vs Q1'25)
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Debt / EBITDA— Q1'26: 0.00× (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.
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-27 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-26 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-22 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-21 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-20 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-19 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-18 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-15 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-14 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-13 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-12 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-11 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-08 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-07 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-06 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-05 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-04 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-01 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-30 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-29 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-28 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-27 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-24 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-23 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-22 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-21 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-20 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-17 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A | 4/5 | 5/5 | 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 | Idaho Trust Bank 82-0518944 | 711.7K | 8.98% | 711.7K | — | 711.7K | — | BK | Boise Idaho | 2014-02-11 | ↗ |
| 2 | (1) BlackRock, Inc. | 469.2K | 5.60% | 461.4K | — | — | — | HC | Delaware | 2024-11-08 | ↗ |
| 3 | Banc Fund VIII L.P. | 297.7K | 3.70% | 297.7K | — | 297.7K | — | PN | U.S. | 2017-02-15 | ↗ |
| 4 | Banc Fund VII L.P. | 110.4K | 3.70% | 110.4K | — | 110.4K | — | PN | U.S. | 2017-02-15 | ↗ |
| 5 | Banc Fund IX L.P. | 56.9K | 0.70% | 56.9K | — | 56.9K | — | PN | U.S. | 2017-02-15 | ↗ |
| 6 | Banc Fund VI L.P. | — | 0.00% | — | — | — | — | PN | U.S. | 2017-02-15 | ↗ |
| 7 | PWH Educational Foundation Inc. | — | 0.00% | — | — | — | — | OO | Nevada | 2022-03-03 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 475.4K -252.0 (-0.1%) | 14.29M +891.3K (+6.7%) | 5.76% -0.006 pp | 0.00% +0.000 pp | USD26.64 +12.8% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 402.6K -1.8K (-0.4%) | 12.10M +710.4K (+6.2%) | 4.88% -0.024 pp | 0.00% +0.000 pp | USD23.35 +28.7% | 56 qtrs — |
| 3 | SIENA CAPITAL PARTNERS GP, LLC | 323.2K -35.4K (-9.9%) | 9.72M -386.6K (-3.8%) | 3.92% -0.429 pp | 2.61% -0.283 pp | USD14.48 +107.6% | 36 qtrs — |
| 4 | FOURTHSTONE LLC | 305.4K +139.5K (+84.1%) | 9.18M +4.5M (+96.5%) | 3.70% +1.691 pp | 1.72% +0.880 pp | USD27.83 +8.0% | 6 qtrs — |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 159.6K -882.0 (-0.5%) | 4.80M +276.8K (+6.1%) | 1.93% -0.012 pp | 0.00% +0.000 pp | USD22.99 +30.8% | 31 qtrs — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 142.3K +8.4K (+6.3%) | 4.28M +506.2K (+13.4%) | 1.72% +0.101 pp | 0.00% +0.000 pp | USD23.32 +28.9% | 29 qtrs — |
| 7 | CRESSET ASSET MANAGEMENT, LLC | 140.3K +— (+0.0%) | 4.22M +265.1K (+6.7%) | 1.70% -0.001 pp | 0.02% +0.001 pp | USD24.23 +24.1% | 7 qtrs — |
| 8 | STATE STREET CORP | 99.2K +806.0 (+0.8%) | 2.98M +210.2K (+7.6%) | 1.20% +0.009 pp | 0.00% +0.000 pp | USD24.63 +22.0% | 31 qtrs — |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 58.3K -27.0K (-31.7%) | 1.75M -651.5K (-27.1%) | 0.71% -0.328 pp | 0.04% -0.015 pp | USD20.42 +47.2% | 18 qtrs — |
| 10 | CETERA INVESTMENT ADVISERS | 45.0K -362.0 (-0.8%) | 1.35M +74.9K (+5.9%) | 0.55% -0.005 pp | 0.00% +0.000 pp | USD24.79 +21.3% | 8 qtrs — |
| 11 | NORTHERN TRUST CORP | 44.9K -4.5K (-9.2%) | 1.35M -43.0K (-3.1%) | 0.54% -0.055 pp | 0.00% +0.000 pp | USD24.15 +24.5% | 31 qtrs — |
| 12 | GOLDMAN SACHS GROUP INC | 42.9K +7.0K (+19.5%) | 1.29M +277.8K (+27.5%) | 0.52% +0.085 pp | 0.00% +0.000 pp | USD28.16 +6.7% | 6 qtrs — |
| 13 | FMR LLC | 32.7K +5.0K (+17.9%) | 983.3K +201.5K (+25.8%) | 0.40% +0.060 pp | 0.00% +0.000 pp | USD24.13 +24.6% | 19 qtrs — |
| 14 | MORGAN STANLEY | 30.8K +2.4K (+8.3%) | 925.0K +124.9K (+15.6%) | 0.37% +0.029 pp | 0.00% +0.000 pp | USD26.61 +13.0% | 34 qtrs — |
| 15 | RBF CAPITAL, LLC | 30.0K +— (+0.0%) | 901.8K +56.7K (+6.7%) | 0.36% 0.000 pp | 0.04% +0.002 pp | USD18.17 +65.4% | 19 qtrs — |
| 16 | BARCLAYS PLC | 28.6K +13.2K (+86.1%) | 859.5K +451.2K (+110.5%) | 0.35% +0.160 pp | 0.00% +0.000 pp | USD28.18 +6.7% | 31 qtrs — |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 24.8K -200.0 (-0.8%) | 744.7K +41.2K (+5.9%) | 0.30% -0.003 pp | 0.00% +0.000 pp | USD23.68 +26.9% | 25 qtrs — |
| 18 | HSBC HOLDINGS PLC | 23.5K +2.1K (+10.0%) | 716.2K +112.6K (+18.6%) | 0.29% +0.026 pp | 0.00% +0.000 pp | USD27.27 +10.2% | 6 qtrs — |
| 19 | EMPOWERED FUNDS, LLC | 22.6K +— (+0.0%) | 679.8K +42.7K (+6.7%) | 0.27% 0.000 pp | 0.01% -0.001 pp | USD25.45 +18.1% | 11 qtrs — |
| 20 | CITADEL ADVISORS LLC | 21.1K -7.5K (-26.1%) | 635.3K -170.3K (-21.1%) | 0.26% -0.091 pp | 0.00% +0.000 pp | USD25.08 +19.9% | 10 qtrs — |
| 21 | AMERICAN CENTURY COMPANIES INC | 21.0K +— (+0.0%) | 632.6K +39.8K (+6.7%) | 0.26% 0.000 pp | 0.00% +0.000 pp | USD24.49 +22.7% | 12 qtrs — |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19.9K -1.2K (-5.6%) | 597.1K +4.6K (+0.8%) | 0.24% -0.014 pp | 0.00% +0.000 pp | USD25.63 +17.3% | 11 qtrs — |
| 23 | BANK OF AMERICA CORP /DE/ | 19.1K +2.8K (+16.9%) | 573.7K +113.7K (+24.7%) | 0.23% +0.033 pp | 0.00% +0.000 pp | USD26.75 +12.4% | 12 qtrs — |
| 24 | AQR CAPITAL MANAGEMENT LLC | 19.1K +1.6K (+9.0%) | 573.0K +80.6K (+16.4%) | 0.23% +0.019 pp | 0.00% +0.000 pp | USD27.95 +7.5% | 3 qtrs — |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 17.1K +— (+0.0%) | 514.9K +32.4K (+6.7%) | 0.21% 0.000 pp | 0.00% +0.000 pp | USD24.96 +20.4% | 4 qtrs — |
| 26 | BANK OF NEW YORK MELLON CORP | 16.0K -139.0 (-0.9%) | 481.4K +26.4K (+5.8%) | 0.19% -0.002 pp | 0.00% +0.000 pp | USD26.12 +15.1% | 11 qtrs — |
| 27 | SEIZERT CAPITAL PARTNERS, LLC | 14.2K +— (+0.0%) | 426.6K +26.8K (+6.7%) | 0.17% 0.000 pp | 0.02% +0.001 pp | USD26.98 +11.4% | 6 qtrs — |
| 28 | LPL FINANCIAL LLC | 13.8K +1.3K (+10.4%) | 414.1K +62.7K (+17.8%) | 0.17% +0.016 pp | 0.00% +0.000 pp | USD27.25 +10.3% | 6 qtrs — |
| 29 | MARTINGALE ASSET MANAGEMENT L P | 13.0K +1.4K (+12.1%) | 389.9K +64.0K (+19.6%) | 0.16% +0.017 pp | 0.01% +0.002 pp | USD28.37 +6.0% | 2 qtrs — |
| 30 | WELLS FARGO & COMPANY/MN | 11.7K +2.4K (+26.2%) | 350.7K +90.3K (+34.7%) | 0.14% +0.029 pp | 0.00% +0.000 pp | USD23.10 +30.1% | 52 qtrs — |
| 31 | NUVEEN, LLC | 11.5K +— (+0.0%) | 344.2K +21.6K (+6.7%) | 0.14% 0.000 pp | 0.00% +0.000 pp | USD25.51 +17.8% | 4 qtrs — |
| 32 | MILLENNIUM MANAGEMENT LLC | 11.4K -5.5K (-32.4%) | 343.4K -132.3K (-27.8%) | 0.14% -0.066 pp | 0.00% 0.000 pp | USD25.82 +16.4% | 4 qtrs — |
| 33 | LOS ANGELES CAPITAL MANAGEMENT LLC | 11.7K +— (+0.0%) | 322.3K -7.9K (-2.4%) | 0.14% +0.000 pp | 0.00% +0.000 pp | USD27.24 +10.4% | 3 qtrs — |
| 34 | RHUMBLINE ADVISERS | 8.6K -1.6K (-15.6%) | 258.7K -28.5K (-9.9%) | 0.10% -0.019 pp | 0.00% +0.000 pp | USD26.09 +15.2% | 11 qtrs — |
| 35 | LSV ASSET MANAGEMENT | 7.2K +— (+0.0%) | 217.0K +13.0K (+6.4%) | 0.09% +0.000 pp | 0.00% +0.000 pp | USD27.79 +8.2% | 3 qtrs — |
| 36 | JANE STREET GROUP, LLC | 7.1K -543.0 (-7.1%) | 213.5K -1.9K (-0.9%) | 0.09% -0.007 pp | 0.00% +0.000 pp | USD27.24 +10.4% | 3 qtrs — |
| 37 | LEGATO CAPITAL MANAGEMENT LLC | 6.9K +6.9K (+100.0%) | 207.3K +207.3K (+100.0%) | 0.08% +0.084 pp | 0.02% +0.018 pp | USD30.06 +0.0% | 1 qtrs NEW |
| 38 | UBS GROUP AG | 6.8K -1.6K (-19.2%) | 203.4K -32.5K (-13.8%) | 0.08% -0.020 pp | 0.00% +0.000 pp | USD22.47 +33.8% | 35 qtrs — |
| 39 | ACADIAN ASSET MANAGEMENT LLC | 5.1K +2.3K (+82.5%) | 152.0K +76.0K (+100.0%) | 0.06% +0.028 pp | 0.00% +0.000 pp | USD29.02 +3.6% | 2 qtrs — |
| 40 | METLIFE INVESTMENT MANAGEMENT, LLC | 4.0K +— (+0.0%) | 120.9K +7.6K (+6.7%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD25.10 +19.8% | 11 qtrs — |
| 41 | JPMORGAN CHASE & CO | 4.0K -2.0K (-33.2%) | 120.5K -48.5K (-28.7%) | 0.05% -0.024 pp | 0.00% +0.000 pp | USD28.52 +5.4% | 12 qtrs — |
| 42 | DEUTSCHE BANK AG\ | 3.5K -118.0 (-3.2%) | 106.4K +3.4K (+3.3%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD27.34 +9.9% | 5 qtrs — |
| 43 | CWM, LLC | 3.3K +66.0 (+2.0%) | 101.0K +9.0K (+9.8%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD22.29 +34.9% | 17 qtrs — |
| 44 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 3.2K +7.0 (+0.2%) | 97.4K +6.3K (+6.9%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD24.75 +21.5% | 7 qtrs — |
| 45 | BNP PARIBAS ARBITRAGE, SNC | 2.9K +164.0 (+6.1%) | 86.3K +10.0K (+13.2%) | 0.03% +0.002 pp | 0.00% +0.000 pp | USD27.36 +9.9% | 11 qtrs — |
| 46 | ROYAL BANK OF CANADA | 2.2K +104.0 (+5.0%) | 65.0K +7.0K (+12.1%) | 0.03% +0.001 pp | 0.00% +0.000 pp | USD28.51 +5.4% | 11 qtrs — |
| 47 | NEW YORK STATE COMMON RETIREMENT FUND | 2.1K +— (+0.0%) | 61.8K +3.9K (+6.7%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD25.19 +19.3% | 11 qtrs — |
| 48 | KESTRA ADVISORY SERVICES, LLC | 1.4K +1.4K (+100.0%) | 42.1K +42.1K (+100.0%) | 0.02% +0.017 pp | 0.00% +0.000 pp | USD30.06 +0.0% | 8 qtrs — |
| 49 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 1.4K +— (+0.0%) | 41.2K +2.6K (+6.7%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD29.25 +2.8% | 5 qtrs — |
| 50 | ALLWORTH FINANCIAL LP | 1.0K +2.0 (+0.2%) | 31.2K +2.0K (+6.9%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD17.46 +72.2% | 20 qtrs — |
| 51 | RUSSELL INVESTMENTS GROUP, LTD. | 735.00 +169.0 (+29.9%) | 22.1K +6.1K (+38.6%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD28.60 +5.1% | 2 qtrs — |
| 52 | LEGAL & GENERAL GROUP PLC | 634.00 +— (+0.0%) | 19.1K +1.2K (+6.7%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD25.19 +19.3% | 11 qtrs — |
| 53 | AMERITAS INVESTMENT PARTNERS, INC. | 556.00 +— (+0.0%) | 16.7K +1.1K (+6.7%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD25.19 +19.3% | 11 qtrs — |
| 54 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 419.00 -75.0 (-15.2%) | 12.6K -1.3K (-9.5%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD25.19 +19.3% | 11 qtrs — |
| 55 | TOWER RESEARCH CAPITAL LLC (TRC) | 403.00 -39.0 (-8.8%) | 12.1K -337.0 (-2.7%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD27.31 +10.1% | 14 qtrs — |
| 56 | STERLING CAPITAL MANAGEMENT LLC | 394.00 -78.0 (-16.5%) | 11.8K -1.5K (-10.9%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD28.24 +6.4% | 6 qtrs — |
| 57 | AMALGAMATED BANK | 215.00 -12.0 (-5.3%) | 6.0K +— (+0.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD25.18 +19.4% | 11 qtrs — |
| 58 | CITIGROUP INC | 164.00 -675.0 (-80.5%) | 4.9K -18.7K (-79.1%) | 0.00% -0.008 pp | 0.00% +0.000 pp | USD26.98 +11.4% | 12 qtrs — |
| 59 | GAMMA INVESTING LLC | 135.00 -10.0 (-6.9%) | 4.1K -27.0 (-0.7%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD27.23 +10.4% | 5 qtrs — |
| 60 | OPTIVER HOLDING B.V. | 104.00 +— (+0.0%) | 3.1K +196.0 (+6.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD28.16 +6.7% | 2 qtrs — |
| 61 | HARBOR CAPITAL ADVISORS, INC. | 87.00 -1.0 (-1.1%) | 3.0K +1.0K (+50.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD26.55 +13.2% | 6 qtrs — |
| 62 | EVERSOURCE WEALTH ADVISORS, LLC | 82.00 +1.0 (+1.2%) | 2.5K +183.0 (+8.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD27.38 +9.8% | 4 qtrs — |
| 63 | COVESTOR LTD | 26.00 +26.0 (+100.0%) | 1.0K +1.0K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.001 pp | USD30.04 +0.1% | 1 qtrs NEW |
| 64 | IFP ADVISORS, INC | 25.00 +6.0 (+31.6%) | 752.00 +217.0 (+40.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD28.04 +7.2% | 3 qtrs — |
| 65 | UBS ASSET MANAGEMENT AMERICAS INC | 16.00 +16.0 (+100.0%) | 481.00 +481.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD30.00 +0.2% | 1 qtrs NEW |
| 66 | FARTHER FINANCE ADVISORS, LLC | 10.00 -389.0 (-97.5%) | 301.00 -10.9K (-97.3%) | 0.00% -0.005 pp | 0.00% 0.000 pp | USD28.10 +7.0% | 2 qtrs — |
| 67 | TRUE WEALTH DESIGN, LLC | 5.00 -1.0 (-16.7%) | 151.00 -19.0 (-11.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD27.20 +10.5% | 4 qtrs — |
| 68 | SBI SECURITIES CO., LTD. | 4.00 +— (+0.0%) | 120.00 +7.0 (+6.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD29.00 +3.7% | 5 qtrs — |
| 69 | ROTHSCHILD INVESTMENT LLC | 3.00 +1.0 (+50.0%) | 90.00 +34.0 (+60.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD28.67 +4.8% | 2 qtrs — |
| 70 | SJS INVESTMENT CONSULTING INC. | 2.00 +2.0 (+100.0%) | 61.00 +61.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD30.00 +0.2% | 1 qtrs NEW |
| 71 | MAI CAPITAL MANAGEMENT | 2.00 +2.0 (+100.0%) | 61.00 +61.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD30.00 +0.2% | 1 qtrs NEW |
| 72 | SUNBELT SECURITIES, INC. | 2.00 +— (+0.0%) | 60.00 +4.0 (+7.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD28.00 +7.4% | 2 qtrs — |
| 73 | PNC FINANCIAL SERVICES GROUP, INC. | 2.00 -116.0 (-98.3%) | 60.00 -3.3K (-98.2%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD26.50 +13.4% | 6 qtrs — |
| 74 | CALDWELL SUTTER CAPITAL, INC. | 1.00 +— (+0.0%) | 30.00 +2.0 (+7.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.00 +30.7% | 12 qtrs — |
| 75 | SRS CAPITAL ADVISORS, INC. | — -1.1K (-100.0%) | — -31.5K (-100.0%) | 0.00% -0.014 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 76 | CLEARSTEAD ADVISORS, LLC | — -4.0 (-100.0%) | — -113.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 77 | PRINCIPAL SECURITIES, INC. | — -126.0 (-100.0%) | — -3.5K (-100.0%) | 0.00% -0.002 pp | 0.00% 0.000 pp | USD— | 9 qtrs SOLD |
| 78 | ADVISOR GROUP HOLDINGS, INC. | — -1.0K (-100.0%) | — -28.7K (-100.0%) | 0.00% -0.012 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.15% | 369.2K | 0.12% |
| 2 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.11% | 103.4K | 0.63% |
| 3 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.09% | 10.8K | 0.29% |
| 4 | iShares Micro-Cap ETF IWC | 0.06% | 842.1K | 0.60% |
| 5 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.02% | 253.7K | 0.20% |
| 6 | iShares Russell 2000 Value ETF IWN | 0.02% | 2.62M | 0.24% |
| 7 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.02% | 301.3K | 0.47% |
| 8 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 182.0K | 0.06% |
| 9 | Avantis U.S. Small Cap Value ETF AVUV | 0.01% | 2.93M | 0.25% |
| 10 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.01% | 24.5K | 0.39% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | LAFFERTY ALLISON | Director | P-Purchase | A | Common Stock | 87 | 33.44 | 2.9K | 8,693 | D | ↗ |
| 2026-05-26 | Barton Don | Director | S-Sale | D | Common Stock | 375 | 33.77 | 12.7K | 30,725 | D | ↗ |
| 2026-05-12 | HOLDER H RANDOLPH JR | Director | P-Purchase | A | Common Stock | 200 | 32.50 | 6.5K | 152,876 | D | ↗ |
| 2026-05-05 | LAFFERTY ALLISON | Director | P-Purchase | A | Common Stock | 180 | 33.19 | 6.0K | 8,606 | D | ↗ |
| 2026-04-29 | Leonard Daniel J | Director | P-Purchase | A | Common Stock | 375 | 33.00 | 12.4K | 62,598 | D | ↗ |
| 2026-02-27 | Stephens Gary | Officer | F-InKind | D | Common Stock | 91 | 0.00 | — | 36,733 | D | ↗ |
| 2026-02-27 | STAHL RUSSELL E | Officer | F-InKind | D | Common Stock | 89 | 0.00 | — | 40,617 | D | ↗ |
| 2026-02-27 | Roland Theresa | Officer | A-Award | A | Common Stock | 784 | 0.00 | — | 11,609 | D | ↗ |
| 2026-02-27 | Rodrigues Michael J | Officer | F-InKind | D | Common Stock | 103 | 0.00 | — | 75,738 | D | ↗ |
| 2026-02-27 | Nunes Wiiliam D | Officer | F-InKind | D | Common Stock | 123 | 0.00 | — | 15,707 | D | ↗ |
| 2026-02-27 | McCarty Richard A. | Officer | F-InKind | D | Common Stock | 213 | 0.00 | — | 57,930 | D | ↗ |
| 2026-02-27 | LAFFERTY ALLISON | Director | P-Purchase | A | Common Stock | 322 | 32.51 | 10.5K | 8,242 | D | ↗ |
| 2026-02-27 | Ghan Cathy | Officer | F-InKind | D | Common Stock | 101 | 0.00 | — | 40,481 | D | ↗ |
| 2026-02-27 | Gall Jeffrey A | Officer | F-InKind | D | Common Stock | 120 | 0.00 | — | 40,002 | D | ↗ |
| 2026-02-27 | Dehart Julie | Officer | A-Award | A | Common Stock | 784 | 0.00 | — | 21,989 | D | ↗ |
| 2026-02-27 | Courtney Christopher M. | Director / Officer | A-Award | A | Common Stock | 5,267 | 0.00 | — | 243,647 | D | ↗ |
| 2026-02-27 | Booke Kimberly D | Officer | A-Award | A | Common Stock | 784 | 0.00 | — | 19,103 | D | ↗ |
| 2026-02-13 | WITHROW TERRANCE P | Director | P-Purchase | A | Common Stock | 297 | 33.64 | 10.0K | 31,917 | D | ↗ |
| 2026-02-13 | Haidlen Erich A | Director | P-Purchase | A | Common Stock | 71 | 33.62 | 2.4K | 22,771 | D | ↗ |
| 2026-01-12 | Barton Don | Director | S-Sale | D | Common Stock | 375 | 30.25 | 11.3K | 31,100 | D | ↗ |
| 2026-01-01 | Nunes Wiiliam D | Officer | — | — | Common Stock | 0 | 0.00 | — | 15,429 | D | ↗ |
| 2025-12-31 | Stephens Gary | Officer | I-Discretionary | A | Common Stock | 1,387 | 0.00 | — | 37,654 | D | ↗ |
| 2025-12-31 | STAHL RUSSELL E | Officer | I-Discretionary | A | Common Stock | 1,263 | 0.00 | — | 40,933 | D | ↗ |
| 2025-12-31 | Roland Theresa | Officer | I-Discretionary | A | Common Stock | 630 | 0.00 | — | 10,825 | D | ↗ |
| 2025-12-31 | Rodrigues Michael J | Officer | I-Discretionary | A | Common Stock | 1,710 | 0.00 | — | 76,564 | D | ↗ |
| 2025-12-31 | Nunes Wiiliam D | Officer | I-Discretionary | A | Common Stock | 400 | 0.00 | — | 15,830 | D | ↗ |
| 2025-12-31 | McCarty Richard A. | Officer | I-Discretionary | A | Common Stock | 1,428 | 0.00 | — | 58,143 | D | ↗ |
| 2025-12-31 | Ghan Cathy | Officer | I-Discretionary | A | Common Stock | 1,306 | 0.00 | — | 41,175 | D | ↗ |
| 2025-12-31 | Gall Jeffrey A | Officer | I-Discretionary | A | Common Stock | 1,182 | 0.00 | — | 40,122 | D | ↗ |
| 2025-12-31 | Dehart Julie | Officer | I-Discretionary | A | Common Stock | 1,006 | 0.00 | — | 22,006 | D | ↗ |
| 2025-12-31 | Courtney Christopher M. | Director / Officer | I-Discretionary | A | Common Stock | 2,079 | 0.00 | — | 238,380 | D | ↗ |
| 2025-12-31 | Booke Kimberly D | Officer | I-Discretionary | A | Common Stock | 967 | 0.00 | — | 18,821 | D | ↗ |
| 2025-12-12 | Barton Don | Director | S-Sale | D | Common Stock | 375 | 30.29 | 11.4K | 31,475 | D | ↗ |
| 2025-11-25 | LAFFERTY ALLISON | Director | P-Purchase | A | Common Stock | 100 | 28.40 | 2.8K | 7,538 | D | ↗ |
| 2025-11-12 | Barton Don | Director | S-Sale | D | Common Stock | 375 | 28.69 | 10.8K | 31,850 | D | ↗ |
| 2025-10-28 | Strong Gary | Director | P-Purchase | A | Common Stock | 1,000 | 27.50 | 27.5K | 12,842 | D | ↗ |
| 2025-09-12 | Barton Don | Director | S-Sale | D | Common Stock | 375 | 28.80 | 10.8K | 32,600 | D | ↗ |
| 2025-08-27 | Gilbert James L | Director | G-Gift | D | Common Stock | 4,237 | 0.00 | — | 151,654 | D | ↗ |
| 2025-08-14 | LAFFERTY ALLISON | Director | P-Purchase | A | Common Stock | 312 | 27.68 | 8.6K | 7,220 | D | ↗ |
| 2025-08-12 | Barton Don | Director | S-Sale | D | Common Stock | 375 | 27.94 | 10.5K | 32,975 | D | ↗ |
| 2025-08-08 | WITHROW TERRANCE P | Director | P-Purchase | A | Common Stock | 294 | 26.88 | 7.9K | 31,620 | D | ↗ |
| 2025-08-08 | Haidlen Erich A | Director | P-Purchase | A | Common Stock | 174 | 26.92 | 4.7K | 22,700 | D | ↗ |
| 2025-08-01 | Leonard Daniel J | Director | P-Purchase | A | Common Stock | 1,000 | 26.20 | 26.2K | 62,223 | D | ↗ |
| 2025-08-01 | LAFFERTY ALLISON | Director | P-Purchase | A | Common Stock | 165 | 26.46 | 4.4K | 6,908 | D | ↗ |
| 2025-07-30 | HOLDER H RANDOLPH JR | Director | P-Purchase | A | Common Stock | 500 | 27.00 | 13.5K | 152,676 | I | ↗ |
| 2025-07-14 | Barton Don | Director | S-Sale | D | Common Stock | 375 | 28.63 | 10.7K | 33,350 | D | ↗ |
| 2025-06-17 | Titus Danny L. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-06-17 | Haidlen Thomas A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-06-17 | Haidlen Erich A | Director | — | — | Common Stock | 0 | 0.00 | — | 22,455 | D | ↗ |
| 2025-06-12 | Barton Don | Director | S-Sale | D | Common Stock | 375 | 26.11 | 9.8K | 33,725 | D | ↗ |
| 2025-05-27 | HOLDER H RANDOLPH JR | Director | P-Purchase | A | Common Stock | 2,000 | 24.83 | 49.7K | 152,176 | D | ↗ |
| 2025-05-12 | Barton Don | Director | S-Sale | D | Common Stock | 14 | 26.53 | 371.35 | 34,208 | D | ↗ |
| 2025-05-01 | Pelton Janet S | Director | P-Purchase | A | Common Stock | 349 | 26.19 | 9.1K | 65,000 | D | ↗ |
| 2025-04-30 | Pelton Janet S | Director | P-Purchase | A | Common Stock | 398 | 25.87 | 10.3K | 64,651 | D | ↗ |
| 2025-04-29 | Pelton Janet S | Director | P-Purchase | A | Common Stock | 1,480 | 25.76 | 38.1K | 64,253 | D | ↗ |
| 2025-04-28 | Pelton Janet S | Director | P-Purchase | A | Common Stock | 2,773 | 24.73 | 68.6K | 62,773 | D | ↗ |
| 2025-04-28 | Barton Don | Director | S-Sale | D | Common Stock | 400 | 24.90 | 10.0K | 34,475 | D | ↗ |
| 2025-04-24 | Courtney Christopher M. | Director / Officer | P-Purchase | A | Common Stock | 355 | 24.52 | 8.7K | 236,256 | D | ↗ |
| 2025-04-23 | Titus Danny L. | Director | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 208,855 | D | ↗ |
| 2025-04-23 | LAFFERTY ALLISON | Director | P-Purchase | A | Common Stock | 287 | 26.22 | 7.5K | 6,743 | D | ↗ |
| 2025-04-14 | Barton Don | Director | S-Sale | D | Common Stock | 10 | 23.42 | 234.20 | 35,240 | D | ↗ |
| 2025-03-12 | Barton Don | Director | S-Sale | D | Common Stock | 1 | 24.56 | 24.56 | 35,389 | D | ↗ |
| 2025-02-28 | Stephens Gary | Officer | F-InKind | D | Common Stock | 97 | 0.00 | — | 37,094 | D | ↗ |
| 2025-02-28 | STAHL RUSSELL E | Officer | F-InKind | D | Common Stock | 119 | 0.00 | — | 40,378 | D | ↗ |
| 2025-02-28 | Roland Theresa | Officer | A-Award | A | Common Stock | 1,112 | 0.00 | — | 10,195 | D | ↗ |
| 2025-02-28 | Rodrigues Michael J | Officer | A-Award | A | Common Stock | 1,112 | 0.00 | — | 75,779 | D | ↗ |
| 2025-02-28 | McCarty Richard A. | Officer | F-InKind | D | Common Stock | 174 | 0.00 | — | 57,588 | D | ↗ |
| 2025-02-28 | Ghan Cathy | Officer | A-Award | A | Common Stock | 1,112 | 0.00 | — | 40,579 | D | ↗ |
| 2025-02-28 | Gall Jeffrey A | Officer | F-InKind | D | Common Stock | 103 | 0.00 | — | 38,940 | D | ↗ |
| 2025-02-28 | Dehart Julie | Officer | A-Award | A | Common Stock | 1,112 | 0.00 | — | 21,709 | D | ↗ |
| 2025-02-28 | Courtney Christopher M. | Director / Officer | A-Award | A | Common Stock | 7,467 | 0.00 | — | 235,901 | D | ↗ |
| 2025-02-28 | Booke Kimberly D | Officer | F-InKind | D | Common Stock | 410 | 0.00 | — | 17,854 | D | ↗ |
| 2025-02-25 | HOLDER H RANDOLPH JR | Director | P-Purchase | A | Common Stock | 150 | 27.00 | 4.1K | 150,176 | D | ↗ |
| 2025-02-14 | WITHROW TERRANCE P | Director | P-Purchase | A | Common Stock | 278 | 28.06 | 7.8K | 31,326 | D | ↗ |
| 2025-02-12 | Barton Don | Director | S-Sale | D | Common Stock | 1 | 27.49 | 27.49 | 35,699 | D | ↗ |
| 2025-02-10 | HOLDER H RANDOLPH JR | Director | P-Purchase | A | Common Stock | 2,393 | 25.00 | 59.8K | 150,026 | I | ↗ |
| 2025-02-07 | Leonard Daniel J | Director | P-Purchase | A | Common Stock | 1,000 | 25.00 | 25.0K | 61,223 | D | ↗ |
| 2025-02-06 | Pelton Janet S | Director | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 60,000 | I | ↗ |
| 2025-02-06 | LAFFERTY ALLISON | Director | P-Purchase | A | Common Stock | 381 | 25.49 | 9.7K | 6,331 | D | ↗ |
| 2025-01-29 | HOLDER H RANDOLPH JR | Director | P-Purchase | A | Common Stock | 6,000 | 25.97 | 155.8K | 147,633 | I | ↗ |
| 2025-01-08 | Strong Gary | Director | P-Purchase | A | Common Stock | 1,000 | 27.17 | 27.2K | 11,842 | D | ↗ |
| 2024-12-31 | Stephens Gary | Officer | I-Discretionary | A | Common Stock | 1,311 | 0.00 | — | 36,079 | D | ↗ |
| 2024-12-31 | STAHL RUSSELL E | Officer | I-Discretionary | A | Common Stock | 1,288 | 0.00 | — | 39,482 | D | ↗ |
| 2024-12-31 | Roland Theresa | Officer | I-Discretionary | A | Common Stock | 654 | 0.00 | — | 9,083 | D | ↗ |
| 2024-12-31 | Rodrigues Michael J | Officer | I-Discretionary | A | Common Stock | 1,665 | 0.00 | — | 74,667 | D | ↗ |
| 2024-12-31 | McCarty Richard A. | Officer | I-Discretionary | A | Common Stock | 1,427 | 0.00 | — | 51,992 | D | ↗ |
| 2024-12-31 | Ghan Cathy | Officer | I-Discretionary | A | Common Stock | 1,334 | 0.00 | — | 39,467 | D | ↗ |
| 2024-12-31 | Gall Jeffrey A | Officer | I-Discretionary | A | Common Stock | 1,000 | 0.00 | — | 38,753 | D | ↗ |
| 2024-12-31 | Dehart Julie | Officer | I-Discretionary | A | Common Stock | 1,053 | 0.00 | — | 20,597 | D | ↗ |
| 2024-12-31 | Courtney Christopher M. | Director / Officer | I-Discretionary | A | Common Stock | 1,895 | 0.00 | — | 228,434 | D | ↗ |
| 2024-12-31 | Booke Kimberly D | Officer | I-Discretionary | A | Common Stock | 969 | 0.00 | — | 17,152 | D | ↗ |
| 2024-08-21 | LAFFERTY ALLISON | Director | P-Purchase | A | Common Stock | 100 | 25.00 | 2.5K | 5,950 | — | ↗ |
| 2024-08-09 | WITHROW TERRANCE P | Director | P-Purchase | A | Common Stock | 221 | 26.22 | 5.8K | 31,048 | D | ↗ |
| 2024-08-05 | Strong Gary | Director | P-Purchase | A | Common Stock | 700 | 24.50 | 17.2K | 10,842 | — | ↗ |
| 2024-08-05 | Leonard Daniel J | Director | P-Purchase | A | Common Stock | 1,000 | 25.50 | 25.5K | 60,223 | — | ↗ |
| 2024-06-18 | Martin Ronald C. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-03 | LAFFERTY ALLISON | Director | P-Purchase | A | Common Stock | 100 | 23.50 | 2.4K | 5,850 | — | ↗ |
| 2024-05-28 | Strong Gary | Director | P-Purchase | A | Common Stock | 695 | 24.00 | 16.7K | 10,142 | — | ↗ |
| 2024-05-24 | Strong Gary | Director | P-Purchase | A | Common Stock | 1 | 24.00 | 24.00 | 9,447 | — | ↗ |
| 2024-05-21 | Strong Gary | Director | P-Purchase | A | Common Stock | 1 | 24.00 | 24.00 | 9,446 | — | ↗ |
| 2024-05-20 | Strong Gary | Director | P-Purchase | A | Common Stock | 3 | 24.00 | 72.00 | 9,445 | — | ↗ |
| 2024-05-14 | Titus Danny L. | Director | G-Gift | D | Common Stock | 5,850 | 0.00 | — | 209,855 | — | ↗ |
| 2024-05-13 | Martin Ronald C. | Director | S-Sale | D | Common Stock | 500 | 24.84 | 12.4K | 153,447 | — | ↗ |
| 2024-02-28 | Stephens Gary | Officer | A-Award | A | Common Stock | 1,262 | 0.00 | — | 35,180 | — | ↗ |
| 2024-02-28 | STAHL RUSSELL E | Officer | A-Award | A | Common Stock | 1,262 | 0.00 | — | 38,721 | — | ↗ |
| 2024-02-28 | Roland Theresa | Officer | A-Award | A | Common Stock | 5,000 | 0.00 | — | 8,430 | — | ↗ |
| 2024-02-28 | Rodrigues Michael J | Officer | A-Award | A | Common Stock | 1,262 | 0.00 | — | 73,529 | — | ↗ |
| 2024-02-28 | McCarty Richard A. | Officer | F-InKind | D | Common Stock | 220 | 0.00 | — | 50,760 | — | ↗ |
| 2024-02-28 | HOLDER H RANDOLPH JR | Director | P-Purchase | A | Common Stock | 50 | 24.54 | 1.2K | 141,633 | — | ↗ |
| 2024-02-28 | Ghan Cathy | Officer | A-Award | A | Common Stock | 1,262 | 0.00 | — | 38,299 | — | ↗ |
| 2024-02-28 | Gall Jeffrey A | Officer | A-Award | A | Common Stock | 5,000 | 0.00 | — | 37,753 | — | ↗ |
| 2024-02-28 | Dehart Julie | Officer | A-Award | A | Common Stock | 5,000 | 0.00 | — | 18,477 | — | ↗ |
| 2024-02-28 | Courtney Christopher M. | Director / Officer | A-Award | A | Common Stock | 4,534 | 0.00 | — | 226,539 | — | ↗ |
| 2024-02-28 | Booke Kimberly D | Officer | A-Award | A | Common Stock | 5,000 | 0.00 | — | 16,182 | — | ↗ |
| 2024-02-27 | Strong Gary | Director | P-Purchase | A | Common Stock | 1,000 | 24.00 | 24.0K | 9,442 | — | ↗ |
| 2024-02-27 | HOLDER H RANDOLPH JR | Director | P-Purchase | A | Common Stock | 100 | 24.13 | 2.4K | 142,583 | — | ↗ |
| 2024-02-26 | Leonard Daniel J | Director | P-Purchase | A | Common Stock | 1,000 | 24.00 | 24.0K | 59,223 | — | ↗ |
| 2024-02-26 | HOLDER H RANDOLPH JR | Director | P-Purchase | A | Common Stock | 21 | 24.74 | 519.54 | 141,483 | — | ↗ |
| 2024-02-21 | HOLDER H RANDOLPH JR | Director | P-Purchase | A | Common Stock | 175 | 24.51 | 4.3K | 142,462 | — | ↗ |
| 2024-02-14 | Strong Gary | Director | P-Purchase | A | Common Stock | 250 | 25.00 | 6.3K | 8,442 | — | ↗ |
| 2024-02-13 | Courtney Christopher M. | Director / Officer | P-Purchase | A | Common Stock | 400 | 26.53 | 10.6K | 220,590 | — | ↗ |
| 2024-02-12 | WITHROW TERRANCE P | Director | P-Purchase | A | Common Stock | 225 | 25.63 | 5.8K | 30,827 | — | ↗ |
| 2024-02-12 | Gilbert James L | Director | P-Purchase | A | Common Stock | 48 | 25.63 | 1.2K | 155,891 | — | ↗ |
| 2024-02-06 | Strong Gary | Director | P-Purchase | A | Common Stock | 1,200 | 25.00 | 30.0K | 8,192 | — | ↗ |
| 2024-02-05 | HOLDER H RANDOLPH JR | Director | P-Purchase | A | Common Stock | 2,500 | 25.00 | 62.5K | 142,287 | — | ↗ |
| 2024-01-31 | Leonard Daniel J | Director | P-Purchase | A | Common Stock | 1,000 | 26.99 | 27.0K | 58,223 | — | ↗ |
| 2024-01-02 | Powers Janis L | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-01-01 | Roland Theresa | Officer | — | D | Common Stock | 0 | 0.00 | — | 3,000 | — | ↗ |
| 2024-01-01 | Booke Kimberly D | Officer | — | D | Common Stock | 0 | 0.00 | — | 10,748 | — | ↗ |
| 2023-12-31 | Stephens Gary | Officer | I-Discretionary | A | Common Stock | 1,027 | 0.00 | — | 28,918 | — | ↗ |
| 2023-12-31 | STAHL RUSSELL E | Officer | I-Discretionary | A | Common Stock | 1,013 | 0.00 | — | 32,459 | — | ↗ |
| 2023-12-31 | Roland Theresa | Officer | I-Discretionary | A | Common Stock | 430 | 0.00 | — | 3,430 | — | ↗ |
| 2023-12-31 | Rodrigues Michael J | Officer | I-Discretionary | A | Common Stock | 1,262 | 0.00 | — | 67,267 | — | ↗ |
| 2023-12-31 | McCarty Richard A. | Officer | I-Discretionary | A | Common Stock | 1,105 | 0.00 | — | 48,185 | — | ↗ |
| 2023-12-31 | Ghan Cathy | Officer | I-Discretionary | A | Common Stock | 1,052 | 0.00 | — | 32,037 | — | ↗ |
| 2023-12-31 | Gall Jeffrey A | Officer | I-Discretionary | A | Common Stock | 780 | 0.00 | — | 31,491 | — | ↗ |
| 2023-12-31 | Dehart Julie | Officer | I-Discretionary | A | Common Stock | 861 | 0.00 | — | 13,477 | — | ↗ |
| 2023-12-31 | Courtney Christopher M. | Director / Officer | I-Discretionary | A | Common Stock | 1,415 | 0.00 | — | 222,005 | — | ↗ |
| 2023-12-31 | Booke Kimberly D | Officer | I-Discretionary | A | Common Stock | 434 | 0.00 | — | 11,182 | — | ↗ |
| 2023-11-29 | Strong Gary | Director | P-Purchase | A | Common Stock | 1,000 | 25.00 | 25.0K | 6,992 | — | ↗ |
| 2023-11-09 | Martin Ronald C. | Director | S-Sale | D | Common Stock | 604 | 25.65 | 15.5K | 154,447 | — | ↗ |
| 2023-11-08 | Martin Ronald C. | Director | S-Sale | D | Common Stock | 396 | 25.65 | 10.2K | 155,051 | — | ↗ |
| 2023-08-30 | Leonard Daniel J | Director | P-Purchase | A | Common Stock | 1,000 | 24.30 | 24.3K | 57,223 | — | ↗ |
| 2023-08-29 | Strong Gary | Director | P-Purchase | A | Common Stock | 878 | 24.00 | 21.1K | 5,992 | — | ↗ |
| 2023-08-29 | Martin Ronald C. | Director | S-Sale | D | Common Stock | 20,317 | 23.75 | 482.5K | 155,447 | — | ↗ |
| 2023-08-28 | Martin Ronald C. | Director | S-Sale | D | Common Stock | 500 | 24.45 | 12.2K | 187,947 | — | ↗ |
| 2023-08-28 | DICKERSON LYNN | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 25,001 | — | ↗ |
| 2023-08-23 | Strong Gary | Director | P-Purchase | A | Common Stock | 1,000 | 25.00 | 25.0K | 5,114 | — | ↗ |
| 2023-08-23 | HOLDER H RANDOLPH JR | Director | P-Purchase | A | Common Stock | 1,000 | 25.00 | 25.0K | 139,787 | — | ↗ |
| 2023-08-22 | HOLDER H RANDOLPH JR | Director | P-Purchase | A | Common Stock | 30 | 25.78 | 773.37 | 138,787 | — | ↗ |
| 2023-08-18 | Martin Ronald C. | Director | S-Sale | D | Common Stock | 237 | 26.55 | 6.3K | 188,447 | — | ↗ |
| 2023-08-15 | Martin Ronald C. | Director | S-Sale | D | Common Stock | 13 | 26.50 | 344.50 | 188,684 | — | ↗ |
| 2023-08-14 | WITHROW TERRANCE P | Director | P-Purchase | A | Common Stock | 152 | 26.76 | 4.1K | 30,602 | — | ↗ |
| 2023-08-14 | Gilbert James L | Director | P-Purchase | A | Common Stock | 33 | 26.79 | 884.07 | 155,843 | — | ↗ |
| 2023-05-31 | HOLDER H RANDOLPH JR | Director | P-Purchase | A | Common Stock | 5,000 | 23.03 | 115.2K | 138,757 | — | ↗ |
| 2023-05-11 | Strong Gary | Director | P-Purchase | A | Common Stock | 500 | 23.00 | 11.5K | 4,114 | — | ↗ |
| 2023-05-10 | DICKERSON LYNN | Director | P-Purchase | A | Common Stock | 2,030 | 24.00 | 48.7K | 19,807 | — | ↗ |
| 2023-05-04 | Strong Gary | Director | P-Purchase | A | Common Stock | 614 | 23.00 | 14.1K | 3,614 | — | ↗ |
| 2023-05-03 | Strong Gary | Director | P-Purchase | A | Common Stock | 1,000 | 24.00 | 24.0K | 3,000 | — | ↗ |
| 2023-05-01 | Strong Gary | Director | P-Purchase | A | Common Stock | 1,000 | 25.47 | 25.5K | 2,000 | — | ↗ |
| 2023-02-28 | Stephens Gary | Officer | F-InKind | D | Common Stock | 118 | 0.00 | — | 27,996 | — | ↗ |
| 2023-02-28 | STAHL RUSSELL E | Officer | F-InKind | D | Common Stock | 96 | 0.00 | — | 31,670 | — | ↗ |
| 2023-02-28 | Rodrigues Michael J | Officer | A-Award | A | Common Stock | 1,086 | 0.00 | — | 66,526 | — | ↗ |
| 2023-02-28 | Powers Janis L | Officer | A-Award | A | Common Stock | 1,086 | 0.00 | — | 82,719 | — | ↗ |
| 2023-02-28 | McCarty Richard A. | Officer | F-InKind | D | Common Stock | 205 | 0.00 | — | 47,678 | — | ↗ |
| 2023-02-28 | HOLDER H RANDOLPH JR | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 133,757 | — | ↗ |
| 2023-02-28 | Ghan Cathy | Officer | A-Award | A | Common Stock | 1,086 | 0.00 | — | 31,335 | — | ↗ |
| 2023-02-28 | Gall Jeffrey A | Officer | A-Award | A | Common Stock | 1,086 | 0.00 | — | 30,711 | — | ↗ |
| 2023-02-28 | Dehart Julie | Officer | F-InKind | D | Common Stock | 244 | 0.00 | — | 12,722 | — | ↗ |
| 2023-02-28 | Courtney Christopher M. | Director / Officer | A-Award | A | Common Stock | 3,716 | 0.00 | — | 220,190 | — | ↗ |
| 2023-02-27 | Barton Don | Director | P-Purchase | A | Common Stock | 1,190 | 27.75 | 33.0K | 35,000 | — | ↗ |
| 2023-02-24 | HOLDER H RANDOLPH JR | Director | P-Purchase | A | Common Stock | 30 | 27.56 | 826.88 | 128,757 | — | ↗ |
| 2023-02-23 | Barton Don | Director | P-Purchase | A | Common Stock | 1,000 | 27.35 | 27.4K | 36,000 | — | ↗ |
| 2023-02-22 | DICKERSON LYNN | Director | P-Purchase | A | Common Stock | 1,800 | 27.50 | 49.5K | 17,777 | — | ↗ |
| 2023-02-13 | WITHROW TERRANCE P | Director | P-Purchase | A | Common Stock | 148 | 27.35 | 4.0K | 30,450 | — | ↗ |
| 2023-02-13 | Gilbert James L | Director | P-Purchase | A | Common Stock | 32 | 27.35 | 875.19 | 155,810 | — | ↗ |
| 2023-02-10 | DICKERSON LYNN | Director | P-Purchase | A | Common Stock | 94 | 27.31 | 2.6K | 20,001 | — | ↗ |
| 2022-12-31 | Stephens Gary | Officer | I-Discretionary | A | Common Stock | 1,436 | 0.00 | — | 27,368 | — | ↗ |
| 2022-12-31 | STAHL RUSSELL E | Officer | I-Discretionary | A | Common Stock | 1,398 | 0.00 | — | 30,881 | — | ↗ |
| 2022-12-31 | Rodrigues Michael J | Officer | I-Discretionary | A | Common Stock | 1,996 | 0.00 | — | 65,440 | — | ↗ |
| 2022-12-31 | Powers Janis L | Officer | I-Discretionary | A | Common Stock | 2,086 | 0.00 | — | 81,633 | — | ↗ |
| 2022-12-31 | McCarty Richard A. | Officer | I-Discretionary | A | Common Stock | 1,620 | 0.00 | — | 45,403 | — | ↗ |
| 2022-12-31 | Ghan Cathy | Officer | I-Discretionary | A | Common Stock | 1,491 | 0.00 | — | 30,249 | — | ↗ |
| 2022-12-31 | Gall Jeffrey A | Officer | I-Discretionary | A | Common Stock | 1,108 | 0.00 | — | 29,625 | — | ↗ |
| 2022-12-31 | Dehart Julie | Officer | I-Discretionary | A | Common Stock | 867 | 0.00 | — | 11,880 | — | ↗ |
| 2022-12-31 | Courtney Christopher M. | Director / Officer | I-Discretionary | A | Common Stock | 2,331 | 0.00 | — | 216,474 | — | ↗ |
| 2022-12-21 | HOLDER H RANDOLPH JR | Director | J-Other | D | Common Stock | 725 | 20.75 | 15.0K | 128,552 | — | ↗ |
| 2022-11-09 | LAFFERTY ALLISON | Director | P-Purchase | A | Common Stock | 200 | 19.53 | 3.9K | 5,750 | — | ↗ |
| 2022-11-09 | DICKERSON LYNN | Director | P-Purchase | A | Common Stock | 711 | 19.00 | 13.5K | 15,977 | — | ↗ |
| 2022-11-08 | DICKERSON LYNN | Director | P-Purchase | A | Common Stock | 1,189 | 19.00 | 22.6K | 15,266 | — | ↗ |
| 2022-08-26 | Leonard Daniel J | Director | J-Other | D | Common Stock | 186 | 0.00 | — | 56,223 | — | ↗ |
| 2022-08-15 | HOLDER H RANDOLPH JR | Director | P-Purchase | A | Common Stock | 83 | 18.47 | 1.5K | 128,552 | — | ↗ |
| 2022-08-15 | Gilbert James L | Director | P-Purchase | A | Common Stock | 44 | 18.47 | 812.68 | 155,778 | — | ↗ |
| 2022-08-12 | DICKERSON LYNN | Director | P-Purchase | A | Common Stock | 100 | 18.32 | 1.8K | 19,907 | — | ↗ |
| 2022-07-27 | DICKERSON LYNN | Director | P-Purchase | A | Common Stock | 83 | 18.00 | 1.5K | 12,160 | — | ↗ |
| 2022-06-06 | LAFFERTY ALLISON | Director | P-Purchase | A | Common Stock | 453 | 17.34 | 7.9K | 5,550 | — | ↗ |
| 2022-05-31 | Leonard Daniel J | Director | P-Purchase | A | Common Stock | 84 | 16.86 | 1.4K | 56,779 | — | ↗ |
| 2022-05-27 | Leonard Daniel J | Director | P-Purchase | A | Common Stock | 100 | 16.77 | 1.7K | 56,695 | — | ↗ |
| 2022-05-23 | Leonard Daniel J | Director | P-Purchase | A | Common Stock | 107 | 17.00 | 1.8K | 56,595 | — | ↗ |
| 2022-05-18 | Leonard Daniel J | Director | P-Purchase | A | Common Stock | 120 | 17.08 | 2.0K | 56,390 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Christopher M. Courtney Chief Executive Officer Richard A. McCarty President and Chief Operating Officer Michael J. Rodrigues Executive Vice President/ Chief Credit Officer | 566.5K | — | 202.1K | — | 250.7K | 46.1K | 1.07M | 18.97% | ↗ |
| 2 | 2024 | Christopher M. Courtney Chief Executive Officer Richard A. McCarty President and Chief Operating Officer Michael J. Rodrigues Executive Vice President/ Chief Credit Officer | 445.2K | — | 82.1K | — | 213.6K | 44.8K | 785.6K | 10.45% | ↗ |
| 3 | 2023 | Christopher M. Courtney Chief Executive Officer Richard A. McCarty President and Chief Operating Officer Michael J. Rodrigues Executive Vice President/ Chief Credit Officer | 508.9K | — | 101.6K | — | 260.0K | 37.8K | 908.3K | 11.19% | ↗ |
| 4 | 2022 | Richard A. McCarty President and Chief | 470.9K | — | 83.6K | — | 240.2K | 34.2K | 828.9K | 10.09% | ↗ |
| 5 | 2022 | Christopher M. Courtney Chief Executive Officer Richard A. McCarty President and Chief Operating Officer Michael J. Rodrigues Executive Vice President/ Chief Credit Officer | 470.9K | — | 83.6K | — | 240.2K | 34.2K | 828.9K | 10.09% | ↗ |
| 6 | 2022 | Operating Officer Gary W. Stephens Executive Vice President/ | 347.4K | — | 56.4K | — | 169.9K | 39.7K | 613.4K | 9.20% | ↗ |
| 7 | 2022 | Commercial Banking Michael J. Rodrigues Executive Vice President/ Chief Credit Officer Jeffrey A. Gall Senior Vice President/ Chief | 253.6K | — | 24.9K | — | 91.4K | 100.5K | 470.3K | 5.30% | ↗ |
| 8 | 2022 | Financial Officer & Secretary | 256.1K | — | 24.9K | — | 87.7K | 52.6K | 421.2K | 5.91% | ↗ |
| 9 | 2021 | Christopher M. Courtney Chief Executive Officer | 473.4K | — | 68.4K | — | 213.4K | 177.0K | 932.3K | 7.34% | ↗ |
| 10 | 2021 | Richard A. McCarty President, Chief Operating Officer, and Secretary Gary W. Stephens Executive Vice President/ | 440.0K | 213.4K | 68.4K | — | — | 205.9K | 927.7K | 7.38% | ↗ |
| 11 | 2021 | Richard A. McCarty President and Chief | 314.8K | — | 47.5K | — | 126.8K | 149.9K | 638.9K | 7.43% | ↗ |
| 12 | 2021 | Commercial Banking Michael J. Rodrigues Executive Vice President/ Chief Credit Officer Jeffrey A. Gall Senior Vice President/ Chief | 270.0K | — | 23.5K | — | 85.8K | 57.7K | 437.0K | 5.39% | ↗ |
| 13 | 2021 | Operating Officer Gary W. Stephens Executive Vice President/ | 236.8K | — | 23.5K | — | 78.9K | 93.8K | 433.0K | 5.44% | ↗ |
| 14 | 2021 | Commercial Banking Michael J. Rodrigues Executive Vice President/ Chief Credit Officer Jeffrey A. Gall Senior Vice President/ Chief Financial Officer | 225.9K | 78.9K | 23.5K | — | — | 103.8K | 432.1K | 5.45% | ↗ |
| 15 | 2020 | Christopher M. Courtney Chief Executive Officer | 387.2K | — | 57.5K | — | 176.6K | 166.6K | 787.9K | 7.29% | ↗ |
| 16 | 2020 | Richard A. McCarty President and Chief | 269.0K | — | 39.9K | — | 107.8K | 136.4K | 553.1K | 7.21% | ↗ |
| 17 | 2020 | Richard A. McCarty Senior Executive Vice President, Chief Operating Officer and Secretary Gary W. Stephens Executive Vice President/ | 256.6K | 107.8K | 39.9K | — | — | 139.3K | 543.5K | 7.33% | ↗ |
| 18 | 2020 | Commercial Banking Michael J. Rodrigues Executive Vice President/ Chief Credit Officer Jeffrey A. Gall Senior Vice President/ Chief Financial Officer | 219.3K | 77.3K | 19.8K | — | — | 72.3K | 388.7K | 5.09% | ↗ |
| 19 | 2020 | Operating Officer Gary W. Stephens Executive Vice President/ | 188.3K | — | 19.8K | — | 64.0K | 86.8K | 358.8K | 5.51% | ↗ |
| 20 | 2020 | Richard A. McCarty President, Chief Operating Officer, and Secretary Gary W. Stephens Executive Vice President/ | 188.3K | 64.0K | 19.8K | — | — | 86.0K | 358.1K | 5.52% | ↗ |
| 21 | 2020 | Commercial Banking Michael J. Rodrigues Executive Vice President/ Chief Credit Officer Jeffrey A. Gall Senior Vice President/ Chief | 190.3K | — | 19.8K | — | 62.8K | 44.4K | 317.3K | 6.23% | ↗ |
| 22 | 2019 | Christopher M. Courtney CEO and President | 359.1K | 157.6K | 73.8K | — | — | 178.3K | 768.8K | 9.60% | ↗ |
| 23 | 2019 | Christopher M. Courtney Chief Executive Officer | 359.1K | 157.6K | 73.8K | — | — | 178.3K | 768.8K | 9.60% | ↗ |
| 24 | 2019 | Richard A. McCarty President, Chief Operating Officer, and Secretary Gary W. Stephens Executive Vice President/ | 249.1K | 96.2K | 51.2K | — | — | 131.2K | 527.7K | 9.70% | ↗ |
| 25 | 2019 | Richard A. McCarty Senior Executive Vice President, Chief Operating Officer and Secretary Gary W. Stephens Executive Vice President/ | 182.8K | 53.0K | — | — | — | 89.4K | 326.2K | 0.00% | ↗ |
| 26 | 2019 | Commercial Banking Michael J. Rodrigues Executive Vice President/ Chief Credit Officer Jeffrey A. Gall Senior Vice President/ Chief Financial Officer | 175.1K | 55.5K | 25.4K | — | — | 41.8K | 297.8K | 8.53% | ↗ |
| 27 | 2018 | Christopher M. Courtney CEO and President | 348.7K | 184.4K | 65.4K | — | — | 160.3K | 758.7K | 8.62% | ↗ |
| 28 | 2018 | Richard A. McCarty Senior Executive Vice President, Chief Operating Officer and Secretary Gary W. Stephens Executive Vice President/ | 241.8K | 112.5K | 45.3K | — | — | 122.6K | 522.2K | 8.67% | ↗ |
| 29 | 2018 | Richard A. McCarty Senior Executive Vice President, Chief Operating Officer and Secretary David S. Harvey Executive Vice President/ | 241.8K | 112.5K | 36.7K | — | — | 122.6K | 513.7K | 7.15% | ↗ |
| 30 | 2018 | Commercial Lending Michael J. Rodrigues Executive Vice President/ Chief Credit Officer Jeffrey A. Gall Senior Vice President/ Chief Financial Officer | 189.4K | 72.1K | 19.2K | — | — | 155.8K | 436.4K | 4.39% | ↗ |
| 31 | 2018 | Commercial Banking Michael J. Rodrigues Executive Vice President/ Chief Credit Officer Jeffrey A. Gall Senior Vice President/ Chief Financial Officer | 206.7K | 78.7K | 23.6K | — | — | 61.0K | 370.0K | 6.39% | ↗ |
| 32 | 2017 | Christopher M. Courtney CEO and President | 335.3K | 142.6K | — | — | — | 148.8K | 626.7K | 0.00% | ↗ |
| 33 | 2017 | Richard A. McCarty Senior Executive Vice President, Chief Operating Officer and Secretary David S. Harvey Executive Vice President/ | 232.5K | 98.9K | — | — | — | 116.5K | 447.9K | 0.00% | ↗ |
| 34 | 2017 | Richard A. McCarty Senior Executive Vice President, Chief Operating Officer and Secretary Gary W. Stephens Executive Vice President/ | 232.5K | 98.9K | — | — | — | 116.5K | 447.9K | 0.00% | ↗ |
| 35 | 2017 | Commercial Lending Michael J. Rodrigues Executive Vice President/ Chief Credit Officer Jeffrey A. Gall Senior Vice President/ Chief Financial Officer | 150.1K | 35.7K | — | — | — | 41.5K | 227.3K | 0.00% | ↗ |
| 36 | 2017 | Commercial Banking Michael J. Rodrigues Executive Vice President/ Chief Credit Officer Jeffrey A. Gall Senior Vice President/ Chief Financial Officer | 150.1K | 35.7K | — | — | — | 41.5K | 227.3K | 0.00% | ↗ |
| 37 | 2016 | Christopher M. Courtney CEO and President | 319.3K | 104.9K | — | — | — | 141.6K | 565.9K | 0.00% | ↗ |
| 38 | 2016 | Richard A. McCarty Senior Executive Vice President, Chief Operating Officer and Secretary David S. Harvey Executive Vice President/ | 183.9K | 49.4K | — | — | — | 132.2K | 365.5K | 0.00% | ↗ |
| 39 | 2016 | Commercial Lending Michael J. Rodrigues Executive Vice President/ Chief Credit Officer Jeffrey A. Gall Senior Vice President/ Chief Financial Officer | 189.3K | 50.9K | — | — | — | 59.1K | 299.3K | 0.00% | ↗ |
| 40 | 2015 | Christopher M. Courtney CEO and President | 310.0K | 103.1K | — | — | — | 101.5K | 514.6K | 0.00% | ↗ |
| 41 | 2015 | Christopher M. Courtney | 310.0K | 103.1K | — | — | — | 101.5K | 514.6K | 0.00% | ↗ |
| 42 | 2015 | Richard A. McCarty Senior Executive Vice President, Chief Operating Officer and Secretary David S. Harvey Executive Vice President/ | 215.0K | 73.3K | — | — | — | 67.9K | 356.2K | 0.00% | ↗ |
| 43 | 2015 | Commercial Lending Michael J. Rodrigues Executive Vice President/ Chief Credit Officer Jeffrey A. Gall Senior Vice President/ Chief Financial Officer | 128.5K | 18.9K | — | — | — | 19.9K | 167.2K | 0.00% | ↗ |
| 44 | 2014 | Christopher M. Courtney | 260.0K | 115.7K | — | — | — | 94.9K | 470.7K | 0.00% | ↗ |
| 45 | 2013 | Christopher M. Courtney | 210.4K | 85.2K | — | — | — | 86.2K | 381.9K | 0.00% | ↗ |
| 46 | 2012 | Ronald C. Martin | 267.7K | 89.3K | — | — | — | 152.2K | 509.2K | 0.00% | ↗ |
| 47 | 2011 | Ronald C. Martin | 255.0K | 26.5K | 89.8K | — | — | 126.8K | 498.1K | 18.03% | ↗ |
| 48 | 2010 | Ronald C. Martin | 255.0K | — | — | — | — | 131.3K | 386.3K | 0.00% | ↗ |
| 49 | 2009 | Ronald C. Martin Chief Executive Officer | 255.0K | 11.9K | — | — | — | 109.8K | 376.6K | 0.00% | ↗ |
| 50 | 2009 | Ronald C. Martin | 255.0K | 11.9K | — | — | — | 87.5K | 354.3K | 0.00% | ↗ |
| 51 | 2009 | Christopher M. Courtney President | 192.8K | 11.9K | — | — | — | 72.7K | 277.3K | 0.00% | ↗ |
| 52 | 2009 | Richard A. McCarty Executive Vice President, Chief Financial Officer, Chief Administrative Officer and Secretary | 163.8K | 9.7K | — | — | — | 49.7K | 223.2K | 0.00% | ↗ |
| 53 | 2009 | David S. Harvey Executive Vice President/Commercial Lending | 144.2K | 7.1K | — | — | — | 63.4K | 214.7K | 0.00% | ↗ |
| 54 | 2009 | Michael J. Rodrigues Executive Vice President/Chief Credit Officer | 133.3K | 4.8K | — | — | — | 37.9K | 175.9K | 0.00% | ↗ |
| 55 | 2008 | Ronald C. Martin Chief Executive Officer | 255.0K | 48.0K | — | — | — | 88.9K | 391.9K | 0.00% | ↗ |
| 56 | 2008 | Ronald C. Martin Director and CEO | 255.0K | 48.0K | — | — | — | 84.7K | 387.7K | 0.00% | ↗ |
| 57 | 2008 | Christopher M. Courtney Director and President | 192.8K | 50.0K | — | — | — | 72.4K | 315.1K | 0.00% | ↗ |
| 58 | 2008 | Christopher M. Courtney President | 192.8K | 50.0K | — | — | — | 72.4K | 315.1K | 0.00% | ↗ |
| 59 | 2008 | Richard A. McCarty Executive Vice President CAO/CFO | 163.8K | 41.0K | — | — | — | 57.1K | 261.9K | 0.00% | ↗ |
| 60 | 2008 | Richard A. McCarty Executive Vice President, Chief Financial Officer, Chief Administrative Officer and Secretary | 163.8K | 41.0K | — | — | — | 57.1K | 261.9K | 0.00% | ↗ |
| 61 | 2008 | David S. Harvey Executive Vice President Commercial Lending | 143.5K | 36.2K | — | — | — | 53.1K | 232.8K | 0.00% | ↗ |
| 62 | 2008 | David S. Harvey Executive Vice President/Commercial Lending | 143.5K | 36.2K | — | — | — | 53.1K | 232.8K | 0.00% | ↗ |
| 63 | 2008 | Michael J. Rodrigues Executive Vice President/Chief Credit Officer | 133.3K | 23.7K | — | — | — | 32.4K | 189.3K | 0.00% | ↗ |
| 64 | 2008 | Michael J. Rodrigues Executive Vice President Chief Credit Officer | 133.3K | 23.7K | — | — | — | 32.4K | 189.3K | 0.00% | ↗ |
| 65 | 2007 | Ronald C. Martin Director and CEO | 248.0K | 81.3K | — | — | — | 51.5K | 380.8K | 0.00% | ↗ |
| 66 | 2007 | Christopher M. Courtney Director and President | 187.0K | 81.3K | — | — | — | 68.9K | 337.1K | 0.00% | ↗ |
| 67 | 2007 | Richard A. McCarty Executive Vice President CAO/CFO | 159.0K | 66.6K | — | — | — | 53.9K | 279.6K | 0.00% | ↗ |
| 68 | 2007 | David S. Harvey Executive Vice President Commercial Lending | 138.3K | 37.8K | — | — | — | 20.5K | 196.6K | 0.00% | ↗ |
| 69 | 2007 | Michael J. Rodrigues Executive Vice President Chief Credit Officer | 128.3K | 23.2K | — | — | — | 27.0K | 178.6K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Christopher Courtney | Chief Executive Officer & Director | 863.3K | male |
| Richard A. McCarty | President, Chief Operating Officer & Director | 699.7K | male |
| Michael J. Rodrigues | Executive Vice President & Chief Credit Officer | 536.0K | male |
| Gary W. Stephens | Executive Vice President of Commercial Banking Group | 445.4K | male |
| Jeffrey A. Gall | Executive Vice President, Chief Financial Officer & Corporate Secretary | 396.3K | male |
| Kimberly D. Booke | Executive Vice President & Chief Risk Officer | — | female |
| Linda Spinelli | Senior Vice President of Central Operations | — | female |
| Peter Brown | Senior Vice President of Commercial Banking | — | male |
| Russell E. Stahl | Executive Vice President of Information Technology & Chief Information Officer | — | male |
| Bill D. Nunes Jr. | EVP & Chief Marketing Officer | — | male |
| Theresa Roland | Executive Vice President & Chief Human Resource Officer | — | female |
| Bill Nunes Jr. | EVP & Chief Marketing Officer | — | male |
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Community Opinion for OVLY
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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