Prosperity Bancshares, Inc. (PB)
Houston, TX, US
Prosperity Bancshares, Inc. serves as the holding company for Prosperity Bank, providing a comprehensive suite of financial solutions to both individual customers and corporate clients. The bank gathers various types of deposits, such as checking, savings, money market accounts, and certificates of deposit. Its lending portfolio is extensive, covering: Real Estate: Mortgages for residential properties (1-4 family), commercial real estate, multi-family dwellings, as well as construction, land development, and land acquisition loans. Business: Commercial and industrial (C&I) financing, agricultural loans (including those not backed by real estate), credit lines for working capital, business expansion, and equipment purchases. Consumer: Personal loans, financing for automobiles, recreational vehicles, boats, home improvements, home equity, durable goods, and loans secured by deposits. Beyond traditional banking, Prosperity Bank offers digital services like internet and mobile banking. It also delivers specialized solutions, including trust and wealth management, retail brokerage, mortgage services, and treasury management, alongside providing debit and credit cards. As of December 31, 2021, Prosperity Bancshares operated a substantial network of 273 full-service banking branches. These were distributed across: Texas: 65 in the Houston area (including The Woodlands), 30 in South Texas (including Corpus Christi and Victoria), 63 in the Dallas/Fort Worth region, 22 in East Texas, 29 in Central Texas (including Austin and San Antonio), 34 in West Texas (including Lubbock, Midland-Odessa, and Abilene), and 16 in the Bryan/College Station vicinity. Oklahoma: 6 in Central Oklahoma and 8 in the Tulsa metropolitan area, where the bank operates under the LegacyTexas Bank brand. Founded in 1983, Prosperity Bancshares, Inc. is headquartered in Houston, Texas.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.01% | -2.55% | -2.05% | -6.71% | +1.32% | -1.95% | -7.62% | +11.74% | -8.74% | +39.80% | +989.39% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 4 | 0 |
| Hold | 7 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
75.00
+2.1%
|
| Last Quarter | 1 |
75.00
+2.1%
|
| Last Year | 12 |
76.33
+3.9%
|
| All Time | 23 |
76.26
+3.8%
|
-
Revenue growth-0.2% Q1'26: -4.7% (vs Q1'25)
-
EPS growth+13.3% Q1'26: -15.3% (vs Q1'25)
-
FCF margin— Q1'26: +0.0% (vs Q1'25)
-
EBIT margin— Q1'26: +37.3% (vs Q1'25)
-
ROIC— Q1'26: +5.1% (vs Q1'25)
-
Share dilution-0.5% Q1'26: +4.8% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 4.08× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 8 Rev. Ana. 10 EPS Ana. |
Dec 2027 8 Rev. Ana. 11 EPS Ana. |
Dec 2028 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
469.71M
est: 348.40M (+34.8%)
|
438.37M
est: 366.62M (+19.6%)
|
421.13M
est: 374.99M (+12.3%)
|
485.93M
est: 444.94M (+9.2%)
|
622.82M
est: 575.80M (+8.2%)
|
819.84M
est: 760.26M (+7.8%)
|
774.70M
est: 758.75M (+2.1%)
|
777.15M
est: 755.86M (+2.8%)
|
776.76M
est: 737.30M (+5.4%)
|
825.43M
est: 750.16M (+10.0%)
|
933.60M
est: 801.97M (+16.4%)
|
1.24B
est: 1.16B (+6.8%)
|
1.15B
est: 1.13B (+2.0%)
|
1.20B
est: 1.15B (+4.3%)
|
1.56B
est: 1.12B (+38.4%)
|
1.74B
est: 1.18B (+47.4%)
|
1.74B
est: 1.25B (+39.1%)
|
1.74B
1.73B – 1.75B
+39.1% YoY
|
2.04B
2.02B – 2.06B
+17.3% YoY
|
2.16B
2.14B – 2.19B
+5.9% YoY
|
| EBITDA |
187.03M
est: 273.55M (-31.6%)
|
209.13M
est: 271.39M (-22.9%)
|
229.70M
est: 269.23M (-14.7%)
|
267.84M
est: 299.13M (-10.5%)
|
346.56M
est: 374.42M (-7.4%)
|
469.42M
est: 494.35M (-5.0%)
|
452.68M
est: 490.67M (-7.7%)
|
430.95M
est: 471.62M (-8.6%)
|
425.23M
est: 483.17M (-12.0%)
|
421.36M
est: 522.57M (-19.4%)
|
439.46M
est: 547.43M (-19.7%)
|
676.44M
est: 677.09M (-0.1%)
|
689.30M
est: 729.15M (-5.5%)
|
694.47M
est: 737.16M (-5.8%)
|
565.42M
est: 539.69M (+4.8%)
|
647.39M
est: 567.18M (+14.1%)
|
849.15M
est: 599.54M (+41.6%)
|
834.22M
829.40M – 839.04M
+39.1% YoY
|
978.77M
969.08M – 988.46M
+17.3% YoY
|
1.04B
1.03B – 1.05B
+5.9% YoY
|
| EBIT |
168.72M
est: 163.33M (+3.3%)
|
191.80M
est: 171.87M (+11.6%)
|
213.77M
est: 175.79M (+21.6%)
|
251.68M
est: 208.59M (+20.7%)
|
329.82M
est: 269.93M (+22.2%)
|
445.75M
est: 356.41M (+25.1%)
|
430.20M
est: 355.70M (+20.9%)
|
408.66M
est: 354.35M (+15.3%)
|
406.07M
est: 345.64M (+17.5%)
|
403.04M
est: 351.67M (+14.6%)
|
419.21M
est: 375.96M (+11.5%)
|
645.03M
est: 542.03M (+19.0%)
|
659.65M
est: 529.55M (+24.6%)
|
666.17M
est: 540.78M (+23.2%)
|
534.46M
est: 499.52M (+7.0%)
|
612.67M
est: 524.96M (+16.7%)
|
693.58M
est: 554.92M (+25.0%)
|
772.13M
767.67M – 776.59M
+39.1% YoY
|
905.92M
896.95M – 914.89M
+17.3% YoY
|
959.61M
948.89M – 970.55M
+5.9% YoY
|
| Net Income |
111.88M
est: 105.76M (+5.8%)
|
127.71M
est: 125.77M (+1.5%)
|
141.75M
est: 138.84M (+2.1%)
|
167.90M
est: 163.64M (+2.6%)
|
221.40M
est: 214.15M (+3.4%)
|
297.44M
est: 286.60M (+3.8%)
|
286.65M
est: 285.94M (+0.2%)
|
274.47M
est: 273.02M (+0.5%)
|
272.17M
est: 270.74M (+0.5%)
|
321.81M
est: 324.25M (-0.8%)
|
332.55M
est: 316.45M (+5.1%)
|
528.90M
est: 452.84M (+16.8%)
|
519.30M
est: 509.77M (+1.9%)
|
524.52M
est: 524.92M (-0.1%)
|
419.32M
est: 429.71M (-2.4%)
|
479.39M
est: 470.20M (+2.0%)
|
542.84M
est: 528.89M (+2.6%)
|
522.61M
507.58M – 537.64M
-1.2% YoY
|
668.33M
646.62M – 690.04M
+27.9% YoY
|
754.45M
743.38M – 765.52M
+12.9% YoY
|
| SGA |
90.85M
est: 88.05M (+3.2%)
|
104.24M
est: 93.78M (+11.2%)
|
93.03M
est: 107.22M (-13.2%)
|
117.18M
est: 134.41M (-12.8%)
|
151.14M
est: 171.05M (-11.6%)
|
202.29M
est: 227.47M (-11.1%)
|
195.85M
est: 227.36M (-13.9%)
|
200.74M
est: 230.53M (-12.9%)
|
195.34M
est: 225.53M (-13.4%)
|
210.36M
est: 242.57M (-13.3%)
|
229.56M
est: 239.98M (-4.3%)
|
322.62M
est: 294.29M (+9.6%)
|
328.46M
est: 338.00M (-2.8%)
|
333.48M
est: 362.03M (-7.9%)
|
375.57M
est: 281.20M (+33.6%)
|
386.59M
est: 295.53M (+30.8%)
|
390.19M
est: 312.39M (+24.9%)
|
434.67M
432.16M – 437.18M
+39.1% YoY
|
509.99M
504.94M – 515.04M
+17.3% YoY
|
540.21M
534.18M – 546.37M
+5.9% YoY
|
| EPS |
2.42
est: 2.16 (+12.0%)
|
2.74
est: 2.65 (+3.4%)
|
3.03
est: 2.89 (+4.8%)
|
3.24
est: 3.07 (+5.5%)
|
3.66
est: 3.42 (+7.0%)
|
4.32
est: 4.01 (+7.7%)
|
4.09
est: 4.08 (+0.3%)
|
3.94
est: 3.93 (+0.3%)
|
3.92
est: 3.94 (-0.6%)
|
4.61
est: 4.59 (+0.4%)
|
4.52
est: 4.74 (-4.6%)
|
5.68
est: 5.55 (+2.3%)
|
5.60
est: 5.60 (+0.1%)
|
5.73
est: 5.71 (+0.3%)
|
4.51
est: 4.56 (-1.1%)
|
5.05
est: 5.02 (+0.6%)
|
5.72
est: 5.65 (+1.3%)
|
5.51
5.37 – 5.69
-2.4% YoY
|
7.16
6.84 – 7.30
+29.9% YoY
|
7.98
7.86 – 8.10
+11.5% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-04 | Citigroup | Neutral | Neutral | Maintain |
| 2026-05-01 | TD Cowen | Buy | Buy | Maintain |
| 2026-04-30 | Piper Sandler | Neutral | Neutral | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 | 2/5 | 4/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 | 2/5 | 4/5 |
| 2026-05-01 | B | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-30 | B | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-29 | C+ | 2/5 | 3/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 3/5 | 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 | The Vanguard Group - 23-1945930 | 9.32M | 10.11% | — | 46.1K | 9.19M | 127.0K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 2 | (1) BlackRock, Inc. | 7.97M | 8.60% | 7.77M | — | 7.97M | — | HC | Delaware | 2022-02-07 | ↗ |
| 3 | STATE STREET CORPORATION | 6.82M | 7.40% | — | 6.65M | — | 6.82M | HC | BOSTON MASSACHUSETTS | 2022-02-11 | ↗ |
| 4 | Victory Capital Management Inc. | 5.70M | 6.24% | 5.59M | — | 5.70M | — | IA | New York | 2023-02-01 | ↗ |
| 5 | Edward C. Johnson 3d | 4.88M | 7.00% | — | — | 4.88M | — | IN | Delaware | 2015-02-13 | ↗ |
| 6 | BlackRock for purposes of Schedule 13G filings. | 3.62M | 7.79% | 3.62M | — | 3.62M | — | HC | Delaware | 2010-01-29 | ↗ |
| 7 | 52-0556948 | 3.24M | 4.60% | 732.3K | — | 3.24M | — | IA | Maryland | 2018-02-14 | ↗ |
| 8 | Abigail P. Johnson | 2.67M | 3.82% | — | — | 2.67M | — | IN | Delaware | 2019-02-13 | ↗ |
| 9 | FMR LLC | 2.67M | 3.82% | 52.8K | — | 2.67M | — | HC | Delaware | 2019-02-13 | ↗ |
| 10 | (. | 1.79M | 3.85% | 1.75M | — | 1.79M | — | IA | Delaware | 2010-02-08 | ↗ |
| 11 | (Formerly named First Union Corporation) | 1.20M | 4.36% | 1.14M | — | 1.19M | — | HC | North Carolina | 2005-11-16 | ↗ |
| 12 | Franklin Mutual Advisers, LLC | 182.9K | 2.30% | 182.9K | — | 182.9K | — | IA | Delaware | 2002-02-13 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 10.26M +140.0K (+1.4%) | 708.86M +37.6M (+5.6%) | 10.85% +0.232 pp | 0.01% +0.000 pp | USD81.51 -15.2% | 84 qtrs — |
| 2 | BLACKROCK, INC. | 8.90M -526.8K (-5.6%) | 615.24M -10.4M (-1.7%) | 9.42% -0.479 pp | 0.01% -0.001 pp | USD72.10 -4.1% | 6 qtrs — |
| 3 | STATE STREET CORP | 5.19M -386.1K (-6.9%) | 362.13M -11.1M (-3.0%) | 5.49% -0.362 pp | 0.01% -0.001 pp | USD63.02 +9.7% | 51 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 4.72M -60.0K (-1.3%) | 326.48M +9.1M (+2.9%) | 5.00% -0.024 pp | 0.07% +0.000 pp | USD62.16 +11.2% | 51 qtrs — |
| 5 | AQR CAPITAL MANAGEMENT LLC | 4.60M +1.2M (+34.5%) | 317.96M +91.4M (+40.4%) | 4.87% +1.276 pp | 0.17% +0.022 pp | USD68.75 +0.5% | 27 qtrs — |
| 6 | MORGAN STANLEY | 3.68M +15.2K (+0.4%) | 254.32M +11.2M (+4.6%) | 3.89% +0.046 pp | 0.02% +0.001 pp | USD70.16 -1.5% | 51 qtrs — |
| 7 | NEUBERGER BERMAN GROUP LLC | 3.15M -172.6K (-5.2%) | 217.46M -2.8M (-1.3%) | 3.33% -0.155 pp | 0.16% +0.001 pp | USD69.96 -1.2% | 25 qtrs — |
| 8 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.24M -14.6K (-0.6%) | 154.99M +5.2M (+3.5%) | 2.37% +0.003 pp | 0.05% +0.004 pp | USD69.51 -0.6% | 33 qtrs — |
| 9 | AMERICAN CENTURY COMPANIES INC | 2.03M -90.0K (-4.2%) | 140.43M -364.2K (-0.3%) | 2.15% -0.078 pp | 0.07% -0.001 pp | USD68.98 +0.2% | 30 qtrs — |
| 10 | BROWN ADVISORY INC | 2.01M -20.1K (-1.0%) | 138.65M +4.2M (+3.1%) | 2.12% -0.005 pp | 0.19% +0.018 pp | USD67.57 +2.3% | 52 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.88M +7.6K (+0.4%) | 129.71M +5.7M (+4.6%) | 1.99% +0.024 pp | 0.01% +0.000 pp | USD62.94 +9.8% | 78 qtrs — |
| 12 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.74M -556.6K (-24.2%) | 120.43M -32.1M (-21.1%) | 1.84% -0.570 pp | 0.08% -0.017 pp | USD66.54 +3.9% | 9 qtrs — |
| 13 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1.33M -42.0K (-3.1%) | 92.05M +890.6K (+1.0%) | 1.41% -0.033 pp | 0.90% +0.071 pp | USD68.60 +0.7% | 9 qtrs — |
| 14 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.31M +1.2M (+910.4%) | 90.61M +82.0M (+952.4%) | 1.39% +1.251 pp | 0.30% +0.274 pp | USD69.29 -0.3% | 6 qtrs — |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.17M -893.0 (-0.1%) | 80.77M +3.2M (+4.1%) | 1.24% +0.009 pp | 0.01% +0.000 pp | USD63.55 +8.7% | 98 qtrs — |
| 16 | SNYDER CAPITAL MANAGEMENT L P | 1.10M -36.0K (-3.2%) | 76.26M +655.0K (+0.9%) | 1.17% -0.029 pp | 1.42% -0.008 pp | USD69.68 -0.8% | 25 qtrs — |
| 17 | NORTHERN TRUST CORP | 948.1K +66.4K (+7.5%) | 65.52M +7.0M (+12.0%) | 1.00% +0.078 pp | 0.01% +0.001 pp | USD66.63 +3.7% | 51 qtrs — |
| 18 | VICTORY CAPITAL MANAGEMENT INC | 919.8K +22.7K (+2.5%) | 63.57M +4.0M (+6.8%) | 0.97% +0.031 pp | 0.04% +0.001 pp | USD67.05 +3.1% | 32 qtrs — |
| 19 | FIRST TRUST ADVISORS LP | 900.2K +489.8K (+119.3%) | 62.22M +35.0M (+128.5%) | 0.95% +0.522 pp | 0.05% +0.025 pp | USD67.68 +2.1% | 51 qtrs — |
| 20 | ALGEBRIS (UK) LTD | 892.5K +360.8K (+67.8%) | 61.71M +26.5M (+75.0%) | 0.94% +0.386 pp | 4.84% +0.845 pp | USD68.67 +0.6% | 4 qtrs — |
| 21 | BANK OF NEW YORK MELLON CORP | 789.5K +38.3K (+5.1%) | 54.56M +4.7M (+9.5%) | 0.84% +0.047 pp | 0.01% +0.000 pp | USD59.42 +16.3% | 66 qtrs — |
| 22 | BOSTON PARTNERS | 735.8K +33.8K (+4.8%) | 50.86M +4.3M (+9.2%) | 0.78% +0.042 pp | 0.05% +0.005 pp | USD70.44 -1.9% | 6 qtrs — |
| 23 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 648.6K +648.6K (+100.0%) | 44.82M +44.8M (+100.0%) | 0.69% +0.686 pp | 0.07% +0.067 pp | USD69.11 +0.0% | 1 qtrs NEW |
| 24 | UBS GROUP AG | 644.0K +288.9K (+81.3%) | 44.50M +20.9M (+88.9%) | 0.68% +0.309 pp | 0.01% +0.004 pp | USD69.77 -0.9% | 45 qtrs — |
| 25 | GOLDMAN SACHS GROUP INC | 639.4K +206.4K (+47.7%) | 44.19M +15.5M (+53.8%) | 0.68% +0.222 pp | 0.01% +0.002 pp | USD68.65 +0.7% | 73 qtrs — |
| 26 | LOOMIS SAYLES & CO L P | 545.2K +118.1K (+27.7%) | 37.68M +9.3M (+33.0%) | 0.58% +0.129 pp | 0.05% +0.012 pp | USD57.84 +19.5% | 60 qtrs — |
| 27 | NORGES BANK | 544.7K +544.7K (+100.0%) | 37.64M +37.6M (+100.0%) | 0.58% +0.576 pp | 0.00% +0.004 pp | USD69.11 +0.0% | 1 qtrs NEW |
| 28 | PROSHARE ADVISORS LLC | 523.7K +7.3K (+1.4%) | 36.19M +1.9M (+5.6%) | 0.55% +0.012 pp | 0.06% -0.008 pp | USD66.05 +4.6% | 72 qtrs — |
| 29 | PORT CAPITAL LLC | 510.2K -42.9K (-7.8%) | 35.26M -1.4M (-3.9%) | 0.54% -0.041 pp | 1.52% -0.009 pp | USD63.58 +8.7% | 25 qtrs — |
| 30 | PALISADE CAPITAL MANAGEMENT, LP | 505.6K +2.0K (+0.4%) | 34.94M +1.5M (+4.6%) | 0.53% +0.006 pp | 1.04% +0.128 pp | USD62.79 +10.1% | 55 qtrs — |
| 31 | PRIVATE MANAGEMENT GROUP INC | 466.6K +4.8K (+1.0%) | 32.25M +1.6M (+5.2%) | 0.49% +0.009 pp | 0.94% +0.027 pp | USD58.85 +17.4% | 44 qtrs — |
| 32 | NORTH REEF CAPITAL MANAGEMENT LP | 445.0K +445.0K (+100.0%) | 30.75M +30.8M (+100.0%) | 0.47% +0.471 pp | 1.24% +1.238 pp | USD69.11 +0.0% | 1 qtrs NEW |
| 33 | BANK OF AMERICA CORP /DE/ | 437.0K -277.1K (-38.8%) | 30.20M -17.2M (-36.3%) | 0.46% -0.287 pp | 0.00% -0.001 pp | USD68.41 +1.0% | 52 qtrs — |
| 34 | PREMIER FUND MANAGERS LTD | 405.8K -96.9K (-19.3%) | 28.37M -4.8M (-14.5%) | 0.43% -0.098 pp | 1.63% +0.271 pp | USD67.70 +2.1% | 23 qtrs — |
| 35 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 406.4K -67.0K (-14.1%) | 28.09M -3.3M (-10.6%) | 0.43% -0.067 pp | 0.10% -0.007 pp | USD66.20 +4.4% | 19 qtrs — |
| 36 | COPELAND CAPITAL MANAGEMENT, LLC | 373.6K -18.5K (-4.7%) | 25.82M -194.1K (-0.7%) | 0.40% -0.016 pp | 0.58% +0.034 pp | USD65.82 +5.0% | 50 qtrs — |
| 37 | INVESCO LTD. | 333.5K -46.1K (-12.1%) | 23.05M -2.1M (-8.5%) | 0.35% -0.046 pp | 0.00% 0.000 pp | USD67.89 +1.8% | 57 qtrs — |
| 38 | RHUMBLINE ADVISERS | 264.7K -2.7K (-1.0%) | 18.29M +552.2K (+3.1%) | 0.28% -0.001 pp | 0.01% +0.001 pp | USD59.58 +16.0% | 55 qtrs — |
| 39 | NATIXIS ADVISORS, L.P. | 263.5K +3.5K (+1.4%) | 18.21M +963.0K (+5.6%) | 0.28% +0.006 pp | 0.03% +0.001 pp | USD66.39 +4.1% | 57 qtrs — |
| 40 | RUSSELL INVESTMENTS GROUP, LTD. | 262.3K +43.4K (+19.8%) | 18.12M +3.6M (+24.8%) | 0.28% +0.048 pp | 0.02% +0.003 pp | USD63.93 +8.1% | 37 qtrs — |
| 41 | JPMORGAN CHASE & CO | 259.6K +602.0 (+0.2%) | 17.94M +756.4K (+4.4%) | 0.27% +0.003 pp | 0.00% +0.000 pp | USD66.07 +4.6% | 51 qtrs — |
| 42 | CITADEL ADVISORS LLC | 257.0K +97.3K (+60.9%) | 17.76M +7.2M (+67.6%) | 0.27% +0.104 pp | 0.00% +0.001 pp | USD68.50 +0.9% | 4 qtrs — |
| 43 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 244.3K -103.9K (-29.8%) | 16.89M -6.2M (-26.9%) | 0.26% -0.107 pp | 0.01% -0.005 pp | USD67.74 +2.0% | 16 qtrs — |
| 44 | AMERIPRISE FINANCIAL INC | 240.6K -5.4K (-2.2%) | 16.64M +306.0K (+1.9%) | 0.25% -0.004 pp | 0.00% +0.000 pp | USD56.34 +22.7% | 55 qtrs — |
| 45 | IEQ CAPITAL, LLC | 237.9K +104.2K (+77.9%) | 16.44M +7.6M (+85.3%) | 0.25% +0.111 pp | 0.05% +0.022 pp | USD68.86 +0.4% | 5 qtrs — |
| 46 | PATRON PARTNERS, LLC | 233.3K -4.0K (-1.7%) | 16.13M +380.7K (+2.4%) | 0.25% -0.002 pp | 7.18% +0.049 pp | USD69.16 -0.1% | 21 qtrs — |
| 47 | CEREDEX VALUE ADVISORS LLC | 230.8K +42.3K (+22.4%) | 15.95M +3.4M (+27.5%) | 0.24% +0.046 pp | 0.48% +0.190 pp | USD60.48 +14.3% | 10 qtrs — |
| 48 | NORTH STAR ASSET MANAGEMENT INC | 229.4K +5.4K (+2.4%) | 15.85M +993.7K (+6.7%) | 0.24% +0.008 pp | 0.64% +0.037 pp | USD62.78 +10.1% | 51 qtrs — |
| 49 | BARCLAYS PLC | 228.8K +136.2K (+147.2%) | 15.81M +9.1M (+137.1%) | 0.24% +0.145 pp | 0.00% +0.002 pp | USD68.60 +0.7% | 51 qtrs — |
| 50 | ALLIANCEBERNSTEIN L.P. | 225.8K +35.0K (+18.4%) | 15.61M +2.9M (+23.3%) | 0.24% +0.039 pp | 0.00% +0.001 pp | USD63.98 +8.0% | 61 qtrs — |
| 51 | NEW YORK STATE COMMON RETIREMENT FUND | 223.4K +20.5K (+10.1%) | 15.44M +2.0M (+14.7%) | 0.24% +0.023 pp | 0.02% +0.003 pp | USD64.95 +6.4% | 85 qtrs — |
| 52 | UBS ASSET MANAGEMENT AMERICAS INC | 214.8K -10.0K (-4.5%) | 14.85M -72.9K (-0.5%) | 0.23% -0.009 pp | 0.00% 0.000 pp | USD65.58 +5.4% | 70 qtrs — |
| 53 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 208.2K +— (+0.0%) | 14.39M +574.0K (+4.2%) | 0.22% +0.002 pp | 0.05% +0.002 pp | USD66.02 +4.7% | 88 qtrs — |
| 54 | PRINCIPAL FINANCIAL GROUP INC | 204.2K -6.6K (-3.1%) | 14.12M +123.1K (+0.9%) | 0.22% -0.005 pp | 0.01% +0.000 pp | USD59.45 +16.2% | 81 qtrs — |
| 55 | SWISS NATIONAL BANK | 187.3K +2.6K (+1.4%) | 12.94M +689.4K (+5.6%) | 0.20% +0.004 pp | 0.01% +0.001 pp | USD61.34 +12.7% | 51 qtrs — |
| 56 | D. E. SHAW & CO., INC. | 183.5K -179.1K (-49.4%) | 12.68M -11.4M (-47.3%) | 0.19% -0.186 pp | 0.01% -0.007 pp | USD67.07 +3.0% | 3 qtrs — |
| 57 | STIEVEN CAPITAL ADVISORS, L.P. | 178.7K +59.7K (+50.2%) | 12.35M +4.5M (+56.4%) | 0.19% +0.064 pp | 2.29% +0.801 pp | USD67.27 +2.7% | 2 qtrs — |
| 58 | BW GESTAO DE INVESTIMENTOS LTDA. | 174.9K +174.9K (+100.0%) | 12.09M +12.1M (+100.0%) | 0.19% +0.185 pp | 0.27% +0.273 pp | USD69.11 +0.0% | 1 qtrs NEW |
| 59 | NATIXIS | 171.0K +171.0K (+100.0%) | 11.82M +11.8M (+100.0%) | 0.18% +0.181 pp | 0.04% +0.042 pp | USD69.11 +0.0% | 3 qtrs — |
| 60 | BRIDGEWATER ASSOCIATES, LP | 167.9K -198.3K (-54.2%) | 11.60M -12.7M (-52.3%) | 0.18% -0.207 pp | 0.04% -0.053 pp | USD67.43 +2.5% | 3 qtrs — |
| 61 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 167.1K +630.0 (+0.4%) | 11.55M +503.0K (+4.6%) | 0.18% +0.002 pp | 0.01% +0.000 pp | USD65.30 +5.8% | 58 qtrs — |
| 62 | NUVEEN, LLC | 164.9K -174.0K (-51.3%) | 11.40M -11.1M (-49.3%) | 0.17% -0.181 pp | 0.00% -0.003 pp | USD71.37 -3.2% | 4 qtrs — |
| 63 | CERITY PARTNERS LLC | 153.3K +95.5K (+164.9%) | 10.60M +6.8M (+175.9%) | 0.16% +0.102 pp | 0.02% +0.009 pp | USD68.38 +1.1% | 8 qtrs — |
| 64 | JACOBS LEVY EQUITY MANAGEMENT, INC | 152.2K +3.2K (+2.1%) | 10.52M +631.2K (+6.4%) | 0.16% +0.005 pp | 0.04% +0.001 pp | USD71.18 -2.9% | 4 qtrs — |
| 65 | LEGAL & GENERAL GROUP PLC | 147.0K -36.3K (-19.8%) | 10.16M -2.0M (-16.5%) | 0.16% -0.037 pp | 0.00% -0.001 pp | USD64.88 +6.5% | 48 qtrs — |
| 66 | STIFEL FINANCIAL CORP | 144.4K -6.3K (-4.2%) | 9.98M -21.7K (-0.2%) | 0.15% -0.006 pp | 0.01% 0.000 pp | USD67.84 +1.9% | 25 qtrs — |
| 67 | WELLS FARGO & COMPANY/MN | 143.6K +45.8K (+46.8%) | 9.92M +3.4M (+52.9%) | 0.15% +0.049 pp | 0.00% +0.001 pp | USD66.29 +4.3% | 57 qtrs — |
| 68 | RAYMOND JAMES FINANCIAL INC | 143.4K +22.2K (+18.3%) | 9.91M +1.9M (+23.3%) | 0.15% +0.025 pp | 0.00% +0.001 pp | USD73.92 -6.5% | 5 qtrs — |
| 69 | AMICA MUTUAL INSURANCE CO | 141.4K +— (+0.0%) | 9.77M +390.0K (+4.2%) | 0.15% +0.001 pp | 0.85% -0.012 pp | USD62.25 +11.0% | 11 qtrs — |
| 70 | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | 134.2K -25.0K (-15.7%) | 9.35M -1.3M (-12.2%) | 0.14% -0.025 pp | 2.16% -0.198 pp | USD64.11 +7.8% | 19 qtrs — |
| 71 | WELLINGTON MANAGEMENT GROUP LLP | 132.3K -84.5K (-39.0%) | 9.14M -5.2M (-36.4%) | 0.14% -0.088 pp | 0.00% -0.001 pp | USD64.73 +6.8% | 36 qtrs — |
| 72 | CREATIVE PLANNING | 130.5K +88.9K (+213.5%) | 9.02M +6.3M (+226.6%) | 0.14% +0.094 pp | 0.01% +0.004 pp | USD68.25 +1.3% | 7 qtrs — |
| 73 | SEI INVESTMENTS CO | 129.5K +13.9K (+12.0%) | 8.95M +1.3M (+16.7%) | 0.14% +0.016 pp | 0.01% +0.001 pp | USD66.83 +3.4% | 45 qtrs — |
| 74 | QUANTINNO CAPITAL MANAGEMENT LP | 125.4K +33.6K (+36.6%) | 8.67M +2.6M (+42.2%) | 0.13% +0.036 pp | 0.02% +0.001 pp | USD70.46 -1.9% | 9 qtrs — |
| 75 | CITIGROUP INC | 124.6K -31.9K (-20.4%) | 8.61M -1.8M (-17.1%) | 0.13% -0.033 pp | 0.00% -0.001 pp | USD67.22 +2.8% | 55 qtrs — |
| 76 | QUBE RESEARCH & TECHNOLOGIES LTD | 121.8K -578.7K (-82.6%) | 8.42M -38.1M (-81.9%) | 0.13% -0.606 pp | 0.01% -0.040 pp | USD70.34 -1.7% | 20 qtrs — |
| 77 | MARINER, LLC | 115.7K +52.8K (+84.0%) | 8.01M +3.8M (+91.9%) | 0.12% +0.056 pp | 0.01% +0.004 pp | USD68.78 +0.5% | 47 qtrs — |
| 78 | RAFFERTY ASSET MANAGEMENT, LLC | 115.1K -44.7K (-28.0%) | 7.96M -2.7M (-25.0%) | 0.12% -0.046 pp | 0.03% -0.007 pp | USD65.01 +6.3% | 35 qtrs — |
| 79 | RETIREMENT SYSTEMS OF ALABAMA | 114.0K -857.0 (-0.7%) | 7.88M +257.8K (+3.4%) | 0.12% +0.000 pp | 0.03% +0.000 pp | USD58.07 +19.0% | 52 qtrs — |
| 80 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 108.0K -1.2K (-1.1%) | 7.47M +218.0K (+3.0%) | 0.11% 0.000 pp | 0.01% +0.000 pp | USD57.44 +20.3% | 51 qtrs — |
| 81 | WEDGE CAPITAL MANAGEMENT L L P/NC | 106.3K +4.9K (+4.8%) | 7.35M +618.2K (+9.2%) | 0.11% +0.006 pp | 0.13% +0.018 pp | USD56.39 +22.6% | 82 qtrs — |
| 82 | THIRD AVENUE MANAGEMENT LLC | 102.2K +— (+0.0%) | 7.06M +219.7K (+3.2%) | 0.11% +0.001 pp | 1.28% -0.001 pp | USD65.07 +6.2% | 48 qtrs — |
| 83 | TWO SIGMA INVESTMENTS, LP | 97.8K -132.6K (-57.5%) | 6.76M -8.5M (-55.8%) | 0.10% -0.138 pp | 0.01% -0.013 pp | USD67.53 +2.3% | 7 qtrs — |
| 84 | KWMG, LLC | 95.9K +3.3K (+3.6%) | 6.63M +483.1K (+7.9%) | 0.10% +0.004 pp | 0.57% +0.033 pp | USD63.12 +9.5% | 42 qtrs — |
| 85 | MAN GROUP PLC | 93.4K -13.7K (-12.8%) | 6.46M -649.1K (-9.1%) | 0.10% -0.014 pp | 0.01% -0.001 pp | USD69.65 -0.8% | 5 qtrs — |
| 86 | FIRST NATIONAL BANK OF OMAHA | 91.4K +91.4K (+100.0%) | 6.39M +6.4M (+100.0%) | 0.10% +0.097 pp | 0.19% +0.189 pp | USD69.11 +0.0% | 1 qtrs NEW |
| 87 | CWM, LLC | 90.2K +18.2K (+25.3%) | 6.23M +1.5M (+30.5%) | 0.10% +0.020 pp | 0.02% +0.003 pp | USD68.46 +0.9% | 16 qtrs — |
| 88 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 89.0K -911.0 (-1.0%) | 6.15M +185.2K (+3.1%) | 0.09% 0.000 pp | 0.01% +0.000 pp | USD56.45 +22.4% | 52 qtrs — |
| 89 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 87.6K +— (+0.0%) | 6.05M +241.7K (+4.2%) | 0.09% +0.001 pp | 0.01% +0.001 pp | USD61.62 +12.2% | 51 qtrs — |
| 90 | DEAN INVESTMENT ASSOCIATES, LLC | 86.1K +3.1K (+3.8%) | 5.95M +445.7K (+8.1%) | 0.09% +0.004 pp | 0.85% +0.078 pp | USD65.73 +5.1% | 11 qtrs — |
| 91 | CAMBIAR INVESTORS LLC | 85.4K -11.4K (-11.8%) | 5.90M -524.0K (-8.2%) | 0.09% -0.011 pp | 0.26% -0.029 pp | USD69.95 -1.2% | 21 qtrs — |
| 92 | NUMERAI GP LLC | 79.6K -29.2K (-26.8%) | 5.50M -1.7M (-23.8%) | 0.08% -0.030 pp | 0.66% -0.355 pp | USD66.35 +4.2% | 2 qtrs — |
| 93 | PRICE T ROWE ASSOCIATES INC /MD/ | 78.5K +3.6K (+4.8%) | 5.43M +456.0K (+9.2%) | 0.08% +0.004 pp | 0.00% +0.000 pp | USD58.65 +17.8% | 75 qtrs — |
| 94 | FIL LTD | 70.0K +70.0K (+100.0%) | 4.84M +4.8M (+100.0%) | 0.07% +0.074 pp | 0.00% +0.004 pp | USD69.11 +0.0% | 1 qtrs NEW |
| 95 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 69.0K -75.8K (-52.3%) | 4.77M -4.8M (-50.4%) | 0.07% -0.079 pp | 0.00% -0.004 pp | USD65.95 +4.8% | 51 qtrs — |
| 96 | SAVVY ADVISORS, INC. | 68.7K +806.0 (+1.2%) | 4.75M +243.1K (+5.4%) | 0.07% +0.001 pp | 0.15% -0.054 pp | USD71.00 -2.7% | 4 qtrs — |
| 97 | VOYA INVESTMENT MANAGEMENT LLC | 68.3K -22.1K (-24.4%) | 4.72M -1.3M (-21.3%) | 0.07% -0.023 pp | 0.00% -0.001 pp | USD65.46 +5.6% | 51 qtrs — |
| 98 | ENVESTNET ASSET MANAGEMENT INC | 66.9K -9.3K (-12.2%) | 4.63M -430.4K (-8.5%) | 0.07% -0.009 pp | 0.00% 0.000 pp | USD69.05 +0.1% | 51 qtrs — |
| 99 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 59.8K +26.8K (+81.2%) | 4.25M +2.1M (+96.3%) | 0.06% +0.029 pp | 0.01% +0.003 pp | USD67.88 +1.8% | 10 qtrs — |
| 100 | WEISS ASSET MANAGEMENT LP | 59.7K +59.7K (+100.0%) | 4.13M +4.1M (+100.0%) | 0.06% +0.063 pp | 0.06% +0.058 pp | USD69.11 +0.0% | 1 qtrs NEW |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Neuberger Berman Small-Mid Cap ETF NBSM | 1.75% | 2.00M | 0.75% |
| 2 | First Trust US Equity Income UCITS ETF UIND.L | 1.56% | 6.34M | 0.65% |
| 3 | First Trust US Equity Income UCITS ETF UNCU.L | 1.56% | 650.4K | 0.65% |
| 4 | ProShares - S&P MidCap 400 Dividend Aristocrats ETF REGL | 1.56% | 27.20M | 0.40% |
| 5 | iShares U.S. Regional Banks ETF IAT | 1.35% | 9.14M | 0.38% |
| 6 | iShares S&P U.S. Banks UCITS ETF BNKS.L | 1.29% | 14.11M | 0.35% |
| 7 | iShares S&P U.S. Banks UCITS ETF BNKT.AS | 1.29% | 155.0K | 0.35% |
| 8 | State Street SPDR S&P Regional Banking ETF KRE | 1.28% | 63.50M | 0.35% |
| 9 | Scharf ETF KAT | 1.22% | 9.28M | 0.75% |
| 10 | Invesco S&P MidCap Low Volatility ETF XMLV | 1.10% | 8.14M | 0.25% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | HOLMES NED S | Director | S-Sale | D | Common Stock | 272 | 69.04 | 18.8K | 94,421 | I | ↗ |
| 2026-04-22 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 69.85 | 34.9K | 94,693 | I | ↗ |
| 2026-04-21 | STEELHAMMER ROBERT H | Director | A-Award | A | Common Stock | 1,700 | 0.00 | — | 138,655 | D | ↗ |
| 2026-04-21 | STAFFORD HARRISON II | Director | A-Award | A | Common Stock | 1,700 | 0.00 | — | 109,637 | D | ↗ |
| 2026-04-21 | Murillo Laura | Director | A-Award | A | Common Stock | 1,700 | 0.00 | — | 6,200 | D | ↗ |
| 2026-04-21 | MUELLER PERRY JR | Director | A-Award | A | Common Stock | 1,700 | 0.00 | — | 18,525 | D | ↗ |
| 2026-04-21 | LUEDKE WILLIAM T. IV | Director | A-Award | A | Common Stock | 1,700 | 0.00 | — | 24,609 | D | ↗ |
| 2026-04-21 | LORD L. JACK | Director | A-Award | A | Common Stock | 1,700 | 0.00 | — | 35,825 | D | ↗ |
| 2026-04-21 | Henderson Leah | Director | A-Award | A | Common Stock | 1,700 | 0.00 | — | 9,775 | D | ↗ |
| 2026-04-21 | HOLMES NED S | Director | A-Award | A | Common Stock | 1,700 | 0.00 | — | 79,615 | D | ↗ |
| 2026-04-21 | Blanco Ileana M | Director | A-Award | A | Common Stock | 1,700 | 0.00 | — | 6,200 | D | ↗ |
| 2026-04-21 | BOULIGNY JAMES A | Director | A-Award | A | Common Stock | 1,700 | 0.00 | — | 3,300 | D | ↗ |
| 2026-04-15 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 68.73 | 34.4K | 95,193 | I | ↗ |
| 2026-04-08 | HOLMES NED S | Director | S-Sale | D | Common Stock | 466 | 69.05 | 32.2K | 78,415 | D | ↗ |
| 2026-04-01 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 67.79 | 33.9K | 96,193 | I | ↗ |
| 2026-03-25 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 66.25 | 33.1K | 96,693 | I | ↗ |
| 2026-03-18 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 64.28 | 32.1K | 79,915 | D | ↗ |
| 2026-03-11 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 66.00 | 33.0K | 80,415 | D | ↗ |
| 2026-03-04 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 70.03 | 35.0K | 98,193 | I | ↗ |
| 2026-02-25 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 71.31 | 35.7K | 98,693 | I | ↗ |
| 2026-02-18 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 73.60 | 36.8K | 99,193 | I | ↗ |
| 2026-02-17 | MUELLER PERRY JR | Director | S-Sale | D | Common Stock | 100 | 72.84 | 7.3K | 2,588 | I | ↗ |
| 2026-02-13 | MUELLER PERRY JR | Director | S-Sale | D | Common Stock | 8,718 | 73.01 | 636.5K | 173,336 | I | ↗ |
| 2026-02-12 | MUELLER PERRY JR | Director | S-Sale | D | Common Stock | 1,900 | 73.20 | 139.1K | 2,688 | I | ↗ |
| 2026-02-11 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 76.07 | 38.0K | 99,693 | I | ↗ |
| 2026-02-04 | HOLMES NED S | Director | S-Sale | D | Common Stock | 331 | 72.96 | 24.1K | 82,915 | D | ↗ |
| 2026-01-28 | HOLMES NED S | Director | S-Sale | D | Common Stock | 48 | 67.53 | 3.2K | 100,693 | I | ↗ |
| 2026-01-21 | HOLMES NED S | Director | S-Sale | D | Common Stock | 1 | 72.58 | 72.58 | 84,414 | D | ↗ |
| 2026-01-14 | HOLMES NED S | Director | S-Sale | D | Common Stock | 468 | 71.65 | 33.5K | 84,447 | D | ↗ |
| 2026-01-07 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 69.97 | 35.0K | 102,193 | I | ↗ |
| 2025-12-31 | ZALMAN DAVID | Director / Officer | A-Award | A | Common Stock | 3,142 | 69.11 | 217.1K | 498,935 | D | ↗ |
| 2025-12-31 | TIMANUS H E JR | Director / Officer | A-Award | A | Common Stock | 1,407 | 69.11 | 97.2K | 232,729 | D | ↗ |
| 2025-12-31 | SAFADY EDWARD Z | Officer | A-Award | A | Common Stock | 1,406 | 69.11 | 97.2K | 78,343 | D | ↗ |
| 2025-12-31 | Rasche Charlotte M | Officer | A-Award | A | Common Stock | 610 | 69.11 | 42.2K | 60,617 | D | ↗ |
| 2025-12-31 | Osmonov Asylbek | Officer | A-Award | A | Common Stock | 514 | 69.11 | 35.5K | 26,861 | D | ↗ |
| 2025-12-31 | Hester Randy | Officer | A-Award | A | Common Stock | 610 | 69.11 | 42.2K | 138,034 | D | ↗ |
| 2025-12-31 | Hanigan Kevin J | Director / Officer | A-Award | A | Common Stock | 2,750 | 69.11 | 190.1K | 276,056 | D | ↗ |
| 2025-12-31 | HOLMES NED S | Director | S-Sale | D | Common Stock | 100 | 69.35 | 6.9K | 42,500 | I | ↗ |
| 2025-12-31 | Dowdell Robert J. | Officer | A-Award | A | Common Stock | 571 | 69.11 | 39.5K | 31,543 | D | ↗ |
| 2025-12-31 | Davenport J. Mays | Director / Officer | A-Award | A | Common Stock | 671 | 69.11 | 46.4K | 78,480 | D | ↗ |
| 2025-12-24 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 70.96 | 35.5K | 103,193 | I | ↗ |
| 2025-12-17 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 71.98 | 36.0K | 86,415 | D | ↗ |
| 2025-12-11 | Henderson Leah | Director | S-Sale | D | Common Stock | 1,050 | 73.00 | 76.7K | 8,075 | D | ↗ |
| 2025-12-10 | HOLMES NED S | Director | S-Sale | D | Common Stock | 85 | 71.51 | 6.1K | 42,810 | I | ↗ |
| 2025-12-04 | STAFFORD HARRISON II | Director | S-Sale | D | Common Stock | 800 | 70.76 | 56.6K | 107,937 | D | ↗ |
| 2025-12-03 | HOLMES NED S | Director | S-Sale | D | Common Stock | 1 | 69.01 | 69.01 | 105,192 | I | ↗ |
| 2025-11-26 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 69.29 | 34.6K | 105,193 | I | ↗ |
| 2025-11-19 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 65.60 | 32.8K | 105,693 | I | ↗ |
| 2025-11-12 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 67.28 | 33.6K | 106,193 | I | ↗ |
| 2025-11-05 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 66.83 | 33.4K | 89,415 | D | ↗ |
| 2025-10-29 | HOLMES NED S | Director | S-Sale | D | Common Stock | 30 | 66.87 | 2.0K | 43,400 | I | ↗ |
| 2025-10-22 | HOLMES NED S | Director | S-Sale | D | Common Stock | 455 | 63.39 | 28.8K | 107,738 | I | ↗ |
| 2025-10-21 | Hanigan Kevin J | Director / Officer | A-Award | A | Common Stock | 30,000 | 0.00 | — | 273,306 | D | ↗ |
| 2025-10-21 | Davenport J. Mays | Director / Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 77,809 | D | ↗ |
| 2025-10-15 | HOLMES NED S | Director | S-Sale | D | Common Stock | 88 | 66.02 | 5.8K | 90,915 | D | ↗ |
| 2025-10-08 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 65.66 | 32.8K | 108,693 | I | ↗ |
| 2025-10-01 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 66.62 | 33.3K | 109,193 | I | ↗ |
| 2025-09-24 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 65.25 | 32.6K | 109,693 | I | ↗ |
| 2025-09-17 | HOLMES NED S | Director | S-Sale | D | Common Stock | 452 | 65.68 | 29.7K | 110,241 | I | ↗ |
| 2025-09-10 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 67.19 | 33.6K | 93,415 | D | ↗ |
| 2025-09-03 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 68.65 | 34.3K | 111,193 | I | ↗ |
| 2025-08-27 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 69.85 | 34.9K | 111,693 | I | ↗ |
| 2025-08-20 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 67.35 | 33.7K | 94,915 | D | ↗ |
| 2025-08-13 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 67.92 | 34.0K | 112,693 | I | ↗ |
| 2025-08-06 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 66.33 | 33.2K | 113,193 | I | ↗ |
| 2025-07-30 | HOLMES NED S | Director | S-Sale | D | Common Stock | 44 | 67.83 | 3.0K | 113,693 | I | ↗ |
| 2025-07-23 | HOLMES NED S | Director | S-Sale | D | Common Stock | 456 | 70.07 | 32.0K | 114,237 | I | ↗ |
| 2025-07-16 | HOLMES NED S | Director | S-Sale | D | Common Stock | 48 | 71.42 | 3.4K | 115,145 | I | ↗ |
| 2025-07-15 | Osmonov Asylbek | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 26,207 | D | ↗ |
| 2025-07-09 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 74.13 | 37.1K | 97,915 | D | ↗ |
| 2025-07-02 | HOLMES NED S | Director | S-Sale | D | Common Stock | 100 | 72.99 | 7.3K | 45,100 | I | ↗ |
| 2025-06-25 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 69.09 | 34.5K | 116,193 | I | ↗ |
| 2025-06-18 | HOLMES NED S | Director | S-Sale | D | Common Stock | 95 | 67.77 | 6.4K | 45,300 | I | ↗ |
| 2025-06-13 | BOULIGNY JAMES A | Director | G-Gift | D | Common Stock | 338,737 | 0.00 | — | 1,600 | D | ↗ |
| 2025-06-11 | HOLMES NED S | Director | S-Sale | D | Common Stock | 440 | 70.21 | 30.9K | 117,253 | I | ↗ |
| 2025-06-04 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 69.32 | 34.7K | 117,693 | I | ↗ |
| 2025-05-28 | HOLMES NED S | Director | S-Sale | D | Common Stock | 1 | 70.96 | 70.96 | 100,915 | D | ↗ |
| 2025-05-21 | HOLMES NED S | Director | S-Sale | D | Common Stock | 44 | 70.23 | 3.1K | 119,149 | I | ↗ |
| 2025-05-14 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 72.69 | 36.3K | 119,193 | I | ↗ |
| 2025-05-07 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 69.81 | 34.9K | 119,693 | I | ↗ |
| 2025-04-30 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 67.20 | 33.6K | 102,915 | D | ↗ |
| 2025-04-23 | HOLMES NED S | Director | S-Sale | D | Common Stock | 419 | 67.50 | 28.3K | 103,495 | D | ↗ |
| 2025-04-16 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 65.92 | 33.0K | 121,193 | I | ↗ |
| 2025-04-15 | STEELHAMMER ROBERT H | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 136,955 | D | ↗ |
| 2025-04-15 | STAFFORD HARRISON II | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 108,737 | D | ↗ |
| 2025-04-15 | Murillo Laura | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 4,500 | D | ↗ |
| 2025-04-15 | MUELLER PERRY JR | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 16,825 | D | ↗ |
| 2025-04-15 | LUEDKE WILLIAM T. IV | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 22,909 | D | ↗ |
| 2025-04-15 | LORD L. JACK | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 34,125 | D | ↗ |
| 2025-04-15 | Henderson Leah | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 9,125 | D | ↗ |
| 2025-04-15 | HOLMES NED S | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 104,415 | D | ↗ |
| 2025-04-15 | Blanco Ileana M | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 4,500 | D | ↗ |
| 2025-04-15 | BOULIGNY JAMES A | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 340,337 | D | ↗ |
| 2025-04-09 | HOLMES NED S | Director | S-Sale | D | Common Stock | 143 | 63.34 | 9.1K | 102,930 | D | ↗ |
| 2025-04-02 | HOLMES NED S | Director | S-Sale | D | Common Stock | 41 | 70.14 | 2.9K | 103,774 | D | ↗ |
| 2025-03-26 | HOLMES NED S | Director | S-Sale | D | Common Stock | 318 | 71.97 | 22.9K | 122,875 | I | ↗ |
| 2025-03-19 | HOLMES NED S | Director | S-Sale | D | Common Stock | 471 | 70.81 | 33.4K | 104,344 | D | ↗ |
| 2025-03-12 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 70.61 | 35.3K | 123,693 | I | ↗ |
| 2025-03-05 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 73.75 | 36.9K | 124,193 | I | ↗ |
| 2025-02-26 | HOLMES NED S | Director | S-Sale | D | Common Stock | 41 | 76.91 | 3.2K | 105,815 | D | ↗ |
| 2025-02-19 | HOLMES NED S | Director | S-Sale | D | Common Stock | 461 | 78.08 | 36.0K | 125,232 | I | ↗ |
| 2025-02-12 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 78.30 | 39.1K | 106,815 | D | ↗ |
| 2025-02-05 | HOLMES NED S | Director | S-Sale | D | Common Stock | 25 | 79.72 | 2.0K | 126,668 | I | ↗ |
| 2025-01-29 | HOLMES NED S | Director | S-Sale | D | Common Stock | 165 | 81.18 | 13.4K | 107,854 | D | ↗ |
| 2025-01-22 | HOLMES NED S | Director | S-Sale | D | Common Stock | 235 | 79.31 | 18.6K | 108,315 | D | ↗ |
| 2025-01-15 | HOLMES NED S | Director | S-Sale | D | Common Stock | 409 | 78.25 | 32.0K | 127,784 | I | ↗ |
| 2025-01-08 | HOLMES NED S | Director | S-Sale | D | Common Stock | 42 | 74.66 | 3.1K | 47,600 | I | ↗ |
| 2025-01-02 | HOLMES NED S | Director | S-Sale | D | Common Stock | 24 | 75.63 | 1.8K | 47,700 | I | ↗ |
| 2024-12-31 | ZALMAN DAVID | Director / Officer | A-Award | A | Common Stock | 3,057 | 0.00 | — | 495,793 | D | ↗ |
| 2024-12-31 | TIMANUS H E JR | Director / Officer | A-Award | A | Common Stock | 1,369 | 0.00 | — | 231,322 | D | ↗ |
| 2024-12-31 | SAFADY EDWARD Z | Officer | A-Award | A | Common Stock | 1,368 | 0.00 | — | 76,937 | D | ↗ |
| 2024-12-31 | Rasche Charlotte M | Officer | A-Award | A | Common Stock | 593 | 0.00 | — | 60,007 | D | ↗ |
| 2024-12-31 | Hester Randy | Officer | A-Award | A | Common Stock | 593 | 0.00 | — | 137,424 | D | ↗ |
| 2024-12-31 | Hanigan Kevin J | Director / Officer | A-Award | A | Common Stock | 2,675 | 0.00 | — | 213,306 | D | ↗ |
| 2024-12-31 | Dowdell Robert J. | Officer | A-Award | A | Common Stock | 555 | 0.00 | — | 30,972 | D | ↗ |
| 2024-12-31 | Davenport J. Mays | Director / Officer | A-Award | A | Common Stock | 653 | 0.00 | — | 67,809 | D | ↗ |
| 2024-12-26 | HOLMES NED S | Director | S-Sale | D | Common Stock | 95 | 75.95 | 7.2K | 47,805 | I | ↗ |
| 2024-12-18 | HOLMES NED S | Director | S-Sale | D | Common Stock | 6 | 77.50 | 465.00 | 47,985 | I | ↗ |
| 2024-12-13 | STAFFORD HARRISON II | Director | S-Sale | D | Common Stock | 4,000 | 80.07 | 320.3K | 107,137 | D | ↗ |
| 2024-12-11 | HOLMES NED S | Director | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 111,815 | D | ↗ |
| 2024-12-04 | HOLMES NED S | Director | S-Sale | D | Common Stock | 100 | 82.95 | 8.3K | 48,100 | I | ↗ |
| 2024-11-27 | HOLMES NED S | Director | S-Sale | D | Common Stock | 390 | 84.83 | 33.1K | 131,193 | I | ↗ |
| 2024-11-25 | TIMANUS H E JR | Director / Officer | S-Sale | D | Common Stock | 4,000 | 86.50 | 346.0K | 0 | I | ↗ |
| 2024-11-22 | Henderson Leah | Director | S-Sale | D | Common Stock | 1,100 | 83.24 | 91.6K | 7,525 | D | ↗ |
| 2024-11-20 | HOLMES NED S | Director | S-Sale | D | Common Stock | 500 | 81.43 | 40.7K | 131,693 | I | ↗ |
| 2024-11-18 | STEELHAMMER ROBERT H | Director | S-Sale | D | Common Stock | 2,000 | 82.72 | 165.4K | 135,355 | D | ↗ |
| 2024-11-13 | HOLMES NED S | Director | S-Sale | D | Common Stock | 38 | 83.37 | 3.2K | 48,462 | I | ↗ |
| 2024-05-06 | HOLMES NED S | Director | J-Other | D | Common Stock | 17,870 | 0.00 | — | 0 | — | ↗ |
| 2024-04-29 | HOLMES NED S | Director | G-Gift | D | Common Stock | 2,015 | 0.00 | — | 114,815 | — | ↗ |
| 2024-04-16 | STEELHAMMER ROBERT H | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 137,355 | — | ↗ |
| 2024-04-16 | Murillo Laura | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 2,900 | — | ↗ |
| 2024-04-16 | MUELLER PERRY JR | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 15,225 | — | ↗ |
| 2024-04-16 | LUEDKE WILLIAM T. IV | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 21,309 | — | ↗ |
| 2024-04-16 | LORD L. JACK | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 32,525 | — | ↗ |
| 2024-04-16 | Henderson Leah | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 8,625 | — | ↗ |
| 2024-04-16 | HOLMES NED S | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 116,830 | — | ↗ |
| 2024-04-16 | Blanco Ileana M | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 2,900 | — | ↗ |
| 2024-04-16 | BOULIGNY JAMES A | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 338,737 | — | ↗ |
| 2024-03-05 | Dowdell Robert J. | Officer | S-Sale | D | Common Stock | 5,914 | 64.57 | 381.9K | 30,417 | — | ↗ |
| 2024-02-12 | Henderson Leah | Director | G-Gift | A | Common Stock | 5,301 | 0.00 | — | 5,301 | — | ↗ |
| 2024-01-29 | Collier W.R. | Director | G-Gift | D | Common Stock | 50 | 0.00 | — | 204,820 | — | ↗ |
| 2024-01-16 | ZALMAN DAVID | Director / Officer | A-Award | A | Common Stock | 35,000 | 0.00 | — | 492,736 | — | ↗ |
| 2024-01-16 | TIMANUS H E JR | Director / Officer | A-Award | A | Common Stock | 25,000 | 0.00 | — | 229,953 | — | ↗ |
| 2024-01-16 | SAFADY EDWARD Z | Officer | A-Award | A | Common Stock | 25,000 | 0.00 | — | 75,569 | — | ↗ |
| 2024-01-16 | Rasche Charlotte M | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 58,594 | — | ↗ |
| 2024-01-16 | Hester Randy | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 136,831 | — | ↗ |
| 2024-01-16 | Dowdell Robert J. | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 36,331 | — | ↗ |
| 2023-12-29 | ZALMAN DAVID | Director / Officer | A-Award | A | Common Stock | 2,372 | 0.00 | — | 457,736 | — | ↗ |
| 2023-12-29 | TIMANUS H E JR | Director / Officer | A-Award | A | Common Stock | 1,062 | 0.00 | — | 204,953 | — | ↗ |
| 2023-12-29 | SAFADY EDWARD Z | Officer | A-Award | A | Common Stock | 1,061 | 0.00 | — | 50,569 | — | ↗ |
| 2023-12-29 | Rasche Charlotte M | Officer | A-Award | A | Common Stock | 460 | 0.00 | — | 48,306 | — | ↗ |
| 2023-12-29 | Hester Randy | Officer | A-Award | A | Common Stock | 460 | 0.00 | — | 126,831 | — | ↗ |
| 2023-12-29 | Hanigan Kevin J | Director / Officer | A-Award | A | Common Stock | 2,076 | 0.00 | — | 210,631 | — | ↗ |
| 2023-12-29 | Dowdell Robert J. | Officer | A-Award | A | Common Stock | 431 | 0.00 | — | 26,331 | — | ↗ |
| 2023-12-29 | Davenport J. Mays | Director / Officer | A-Award | A | Common Stock | 507 | 0.00 | — | 67,156 | — | ↗ |
| 2023-12-11 | LORD L. JACK | Director | S-Sale | D | Common Stock | 2,100 | 62.94 | 132.2K | 31,025 | — | ↗ |
| 2023-11-16 | HOLMES NED S | Director | G-Gift | D | Common Stock | 2,000 | 0.00 | — | 115,330 | — | ↗ |
| 2023-09-29 | Henderson Leah | Director | G-Gift | A | Common Stock | 2,637 | 0.00 | — | 2,637 | — | ↗ |
| 2023-05-01 | LORD L. JACK | Director | P-Purchase | A | Common Stock | 5,000 | 62.04 | 310.2K | 33,125 | — | ↗ |
| 2023-04-18 | STEELHAMMER ROBERT H | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 135,855 | — | ↗ |
| 2023-04-18 | STAFFORD HARRISON II | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 109,637 | — | ↗ |
| 2023-04-18 | Murillo Laura | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 1,400 | — | ↗ |
| 2023-04-18 | MUELLER PERRY JR | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 13,725 | — | ↗ |
| 2023-04-18 | LUEDKE WILLIAM T. IV | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 19,809 | — | ↗ |
| 2023-04-18 | LORD L. JACK | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 28,125 | — | ↗ |
| 2023-04-18 | Henderson Leah | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 7,125 | — | ↗ |
| 2023-04-18 | HOLMES NED S | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 117,330 | — | ↗ |
| 2023-04-18 | Blanco Ileana M | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 1,400 | — | ↗ |
| 2023-04-18 | BOULIGNY JAMES A | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 337,237 | — | ↗ |
| 2023-03-14 | TIMANUS H E JR | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 61.50 | 61.5K | 203,891 | — | ↗ |
| 2023-03-13 | TIMANUS H E JR | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 62.90 | 62.9K | 202,891 | — | ↗ |
| 2023-03-13 | Osmonov Asylbek | Officer | P-Purchase | A | Common Stock | 1,000 | 61.54 | 61.5K | 15,746 | — | ↗ |
| 2023-03-06 | STEELHAMMER ROBERT H | Director | S-Sale | D | Common Stock | 1,000 | 71.85 | 71.9K | 134,455 | — | ↗ |
| 2022-12-30 | ZALMAN DAVID | Officer | A-Award | A | Common Stock | 2,130 | 0.00 | — | 455,364 | — | ↗ |
| 2022-12-30 | TIMANUS H E JR | Officer | A-Award | A | Common Stock | 954 | 0.00 | — | 201,891 | — | ↗ |
| 2022-12-30 | SAFADY EDWARD Z | Officer | A-Award | A | Common Stock | 953 | 0.00 | — | 49,508 | — | ↗ |
| 2022-12-30 | Rasche Charlotte M | Officer | A-Award | A | Common Stock | 413 | 0.00 | — | 47,257 | — | ↗ |
| 2022-12-30 | Hester Randy | Officer | A-Award | A | Common Stock | 413 | 0.00 | — | 126,371 | — | ↗ |
| 2022-12-30 | Hanigan Kevin J | Officer | A-Award | A | Common Stock | 1,864 | 0.00 | — | 208,555 | — | ↗ |
| 2022-12-30 | Dowdell Robert J. | Officer | A-Award | A | Common Stock | 387 | 0.00 | — | 25,900 | — | ↗ |
| 2022-12-30 | Davenport J. Mays | Director / Officer | A-Award | A | Common Stock | 455 | 0.00 | — | 66,649 | — | ↗ |
| 2022-12-05 | Collier W.R. | Director | G-Gift | D | Common Stock | 100 | 0.00 | — | 204,870 | — | ↗ |
| 2022-11-23 | Fisk George A. | Director | G-Gift | A | Common Stock | 200 | 0.00 | — | 400 | — | ↗ |
| 2022-10-18 | Hanigan Kevin J | Officer | A-Award | A | Common Stock | 30,000 | 0.00 | — | 206,691 | — | ↗ |
| 2022-10-18 | Davenport J. Mays | Director / Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 66,194 | — | ↗ |
| 2022-10-05 | Murillo Laura | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-10-05 | Blanco Ileana M | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-07-19 | Osmonov Asylbek | Officer | A-Award | A | Common Stock | 7,500 | 0.00 | — | 14,746 | — | ↗ |
| 2022-06-27 | Fisk George A. | Director | S-Sale | D | Common Stock | 1,200 | 69.50 | 83.4K | 93,611 | — | ↗ |
| 2022-06-16 | TIMANUS H E JR | Officer | P-Purchase | A | Common Stock | 2,000 | 65.60 | 131.2K | 4,000 | — | ↗ |
| 2022-06-07 | STEELHAMMER ROBERT H | Director | S-Sale | D | Common Stock | 1,200 | 72.57 | 87.1K | 135,455 | — | ↗ |
| 2022-05-12 | TIMANUS H E JR | Officer | P-Purchase | A | Common Stock | 2,000 | 67.00 | 134.0K | 2,000 | — | ↗ |
| 2022-04-19 | STEELHAMMER ROBERT H | Director | A-Award | A | Common Stock | 1,300 | 0.00 | — | 136,655 | — | ↗ |
| 2022-04-19 | STAFFORD HARRISON II | Director | A-Award | A | Common Stock | 1,300 | 0.00 | — | 108,237 | — | ↗ |
| 2022-04-19 | MUELLER PERRY JR | Director | A-Award | A | Common Stock | 1,300 | 0.00 | — | 12,325 | — | ↗ |
| 2022-04-19 | LUEDKE WILLIAM T. IV | Director | A-Award | A | Common Stock | 1,300 | 0.00 | — | 18,409 | — | ↗ |
| 2022-04-19 | LORD L. JACK | Director | A-Award | A | Common Stock | 1,300 | 0.00 | — | 26,725 | — | ↗ |
| 2022-04-19 | Henderson Leah | Director | A-Award | A | Common Stock | 1,300 | 0.00 | — | 5,725 | — | ↗ |
| 2022-04-19 | HUNT BRUCE W | Director | A-Award | A | Common Stock | 1,300 | 0.00 | — | 44,445 | — | ↗ |
| 2022-04-19 | HOLMES NED S | Director | A-Award | A | Common Stock | 1,300 | 0.00 | — | 115,930 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Kevin J. Hanigan President and Chief Operating Officer | 1.12M | 531.0K | 2.09M | — | 602.2K | 151.8K | 4.50M | 46.53% | ↗ |
| 2 | 2025 | David Zalman Senior Chairman of the Board and Chief Executive Officer | 1.12M | 1.14M | 217.1K | — | 688.3K | 273.7K | 3.43M | 6.32% | ↗ |
| 3 | 2025 | H. E. Timanus, Jr. Chairman of the Board | 573.3K | 616.0K | 97.2K | — | 308.2K | 93.8K | 1.69M | 5.76% | ↗ |
| 4 | 2025 | Edward Z. Safady Vice Chairman | 573.0K | 531.0K | 97.2K | — | 308.1K | 87.9K | 1.60M | 6.08% | ↗ |
| 5 | 2025 | Asylbek Osmonov Chief Financial Officer | 366.8K | 312.0K | 755.1K | — | 112.7K | 34.6K | 1.58M | 47.75% | ↗ |
| 6 | 2024 | David Zalman Senior Chairman of the Board and Chief Executive Officer | 1.09M | 1.14M | 2.46M | — | 732.3K | 239.5K | 5.66M | 43.46% | ↗ |
| 7 | 2024 | H. E. Timanus, Jr. Chairman of the Board | 559.3K | 616.0K | 1.70M | — | 327.9K | 86.7K | 3.29M | 51.61% | ↗ |
| 8 | 2024 | Edward Z. Safady Vice Chairman | 559.0K | 531.0K | 1.70M | — | 327.7K | 79.3K | 3.19M | 53.11% | ↗ |
| 9 | 2024 | Kevin J. Hanigan President and Chief Operating Officer | 1.09M | 531.0K | 201.6K | — | 640.7K | 170.7K | 2.64M | 7.64% | ↗ |
| 10 | 2024 | Asylbek Osmonov Chief Financial Officer | 357.9K | 428.0K | — | — | — | 32.1K | 818.0K | 0.00% | ↗ |
| 11 | 2023 | David Zalman Senior Chairman of the Board and Chief Executive Officer | 1.11M | 1.14M | 160.7K | — | 589.4K | 238.8K | 3.23M | 4.98% | ↗ |
| 12 | 2023 | Kevin J. Hanigan President and Chief Operating Officer | 1.11M | 531.0K | 140.6K | — | 515.6K | 158.5K | 2.45M | 5.74% | ↗ |
| 13 | 2023 | H. E. Timanus, Jr. Chairman of the Board | 582.1K | 616.0K | 71.9K | — | 263.9K | 75.8K | 1.61M | 4.47% | ↗ |
| 14 | 2023 | Edward Z. Safady Vice Chairman | 581.8K | 531.0K | 71.9K | — | 263.8K | 73.4K | 1.52M | 4.72% | ↗ |
| 15 | 2023 | Asylbek Osmonov Chief Financial Officer | 350.9K | 410.0K | — | — | — | 31.1K | 792.0K | 0.00% | ↗ |
| 16 | 2022 | Kevin J. Hanigan President and Chief Operating Officer | 1.07M | 530.9K | 2.36M | — | 406.5K | 128.8K | 4.50M | 52.56% | ↗ |
| 17 | 2022 | David Zalman Senior Chairman of the Board and Chief Executive Officer | 1.07M | 1.13M | 154.8K | — | 464.5K | 219.4K | 3.04M | 5.10% | ↗ |
| 18 | 2022 | J. Mays Davenport EVP and Director of Corporate Strategy | 458.9K | 313.2K | 775.5K | — | 99.3K | 43.2K | 1.69M | 45.89% | ↗ |
| 19 | 2022 | H. E. Timanus, Jr. Chairman of the Board | 563.6K | 615.8K | 69.3K | — | 208.0K | 66.2K | 1.52M | 4.55% | ↗ |
| 20 | 2022 | Edward Z. Safady Vice Chairman | 563.3K | 530.8K | 69.3K | — | 207.9K | 69.7K | 1.44M | 4.81% | ↗ |
| 21 | 2022 | Asylbek Osmonov Chief Financial Officer | 337.4K | 410.1K | 522.9K | — | — | 25.3K | 1.30M | 40.36% | ↗ |
| 22 | 2021 | David Zalman Senior Chairman of the Board and Chief Executive Officer | 1.04M | 1.00M | 2.67M | — | 612.5K | 213.7K | 5.53M | 48.18% | ↗ |
| 23 | 2021 | H. E. Timanus, Jr. Chairman of the Board | 548.6K | 500.0K | 1.50M | — | 274.3K | 62.4K | 2.88M | 51.96% | ↗ |
| 24 | 2021 | Edward Z. Safady Vice Chairman | 548.3K | 400.0K | 1.50M | — | 274.2K | 59.0K | 2.78M | 53.90% | ↗ |
| 25 | 2021 | Kevin J. Hanigan President and Chief Operating Officer | 1.04M | 400.0K | 178.5K | — | 535.9K | 133.8K | 2.29M | 7.80% | ↗ |
| 26 | 2021 | Asylbek Osmonov Chief Financial Officer | 330.8K | 300.0K | — | — | — | 23.5K | 654.3K | 0.00% | ↗ |
| 27 | 2020 | David Zalman Senior Chairman of the Board and Chief Executive Officer | 1.02M | 1.00M | 268.0K | — | 958.7K | 236.7K | 3.48M | 7.69% | ↗ |
| 28 | 2020 | Kevin J. Hanigan President and Chief Operating Officer | 1.02M | 400.0K | 234.5K | — | 838.9K | 53.0K | 2.55M | 9.21% | ↗ |
| 29 | 2020 | H. E. Timanus, Jr. Chairman of the Board | 537.3K | 400.0K | 120.0K | — | 429.3K | 56.7K | 1.54M | 7.77% | ↗ |
| 30 | 2020 | Edward Z. Safady Vice Chairman | 537.1K | 400.0K | 119.9K | — | 429.1K | 51.1K | 1.54M | 7.80% | ↗ |
| 31 | 2020 | Asylbek Osmonov Chief Financial Officer | 315.0K | 225.0K | — | — | — | 24.6K | 564.6K | 0.00% | ↗ |
| 32 | 2019 | David Zalman Senior Chairman of the Board and Chief Executive Officer | 997.7K | 1.15M | 338.3K | — | 1.04M | 199.8K | 3.72M | 9.09% | ↗ |
| 33 | 2019 | Kevin J. Hanigan President and Chief Operating Officer | 164.7K | 1.28M | 1.42M | — | — | 9.5K | 2.87M | 49.57% | ↗ |
| 34 | 2019 | H. E. Timanus, Jr. Chairman of the Board | 526.8K | 800.0K | 151.5K | — | 463.6K | 50.4K | 1.99M | 7.60% | ↗ |
| 35 | 2019 | Edward Z. Safady Vice Chairman | 516.9K | 800.0K | 151.4K | — | 463.3K | 45.6K | 1.98M | 7.66% | ↗ |
| 36 | 2019 | Asylbek Osmonov Chief Financial Officer | 249.0K | 125.0K | 337.3K | — | — | 15.2K | 726.5K | 46.43% | ↗ |
| 37 | 2019 | David Hollaway Former Chief Financial Officer | 142.8K | — | — | — | — | 31.9K | 174.7K | 0.00% | ↗ |
| 38 | 2018 | David Zalman Chairman of the Board and Chief Executive Officer | 973.4K | 650.0K | 2.45M | — | 676.9K | 131.3K | 4.88M | 50.17% | ↗ |
| 39 | 2018 | David Zalman Senior Chairman of the Board and Chief Executive Officer | 973.4K | 650.0K | 2.45M | — | 676.9K | 131.3K | 4.88M | 50.17% | ↗ |
| 40 | 2018 | H. E. Timanus, Jr. Vice Chairman of the Board | 512.4K | 300.0K | 1.20M | — | 259.8K | 50.7K | 2.32M | 51.61% | ↗ |
| 41 | 2018 | H. E. Timanus, Jr. Chairman of the Board | 512.4K | 300.0K | 1.20M | — | 259.8K | 50.7K | 2.32M | 51.61% | ↗ |
| 42 | 2018 | Edward Z. Safady Vice Chairman | 499.6K | 300.0K | 1.20M | — | 259.7K | 38.1K | 2.29M | 52.19% | ↗ |
| 43 | 2018 | Edward Z. Safady President | 499.6K | 300.0K | 1.20M | — | 259.7K | 38.1K | 2.29M | 52.19% | ↗ |
| 44 | 2018 | David Hollaway Chief Financial Officer and Executive Vice President | 483.2K | 300.0K | 1.20M | — | 259.8K | 38.5K | 2.28M | 52.55% | ↗ |
| 45 | 2018 | David Hollaway Former Chief Financial Officer | 483.2K | 300.0K | 1.20M | — | 259.8K | 38.5K | 2.28M | 52.55% | ↗ |
| 46 | 2018 | Charlotte M. Rasche Executive Vice President | 366.6K | 200.0K | 784.5K | — | 131.4K | 27.3K | 1.51M | 51.96% | ↗ |
| 47 | 2018 | Randy Hester Executive Vice President | 366.6K | 200.0K | 784.5K | — | 131.4K | 25.9K | 1.51M | 52.01% | ↗ |
| 48 | 2017 | David Zalman Senior Chairman of the Board and Chief Executive Officer | 927.0K | 650.0K | 169.2K | — | 507.7K | 134.2K | 2.39M | 7.09% | ↗ |
| 49 | 2017 | David Zalman Chairman of the Board and Chief Executive Officer | 927.0K | 650.0K | 169.2K | — | 507.7K | 134.2K | 2.39M | 7.09% | ↗ |
| 50 | 2017 | H. E. Timanus, Jr. Vice Chairman of the Board | 488.1K | 300.0K | 65.0K | — | 194.9K | 51.2K | 1.10M | 5.91% | ↗ |
| 51 | 2017 | H. E. Timanus, Jr. Chairman of the Board | 488.1K | 300.0K | 65.0K | — | 194.9K | 51.2K | 1.10M | 5.91% | ↗ |
| 52 | 2017 | David Hollaway Chief Financial Officer and Executive Vice President | 460.1K | 300.0K | 65.0K | — | 194.9K | 35.9K | 1.06M | 6.15% | ↗ |
| 53 | 2017 | David Hollaway Former Chief Financial Officer | 460.1K | 300.0K | 65.0K | — | 194.9K | 35.9K | 1.06M | 6.15% | ↗ |
| 54 | 2017 | Edward Z. Safady Vice Chairman | 469.8K | 300.0K | 52.0K | — | 155.9K | 26.2K | 1.00M | 5.18% | ↗ |
| 55 | 2017 | Edward Z. Safady President | 469.8K | 300.0K | 52.0K | — | 155.9K | 26.2K | 1.00M | 5.18% | ↗ |
| 56 | 2017 | Charlotte M. Rasche Executive Vice President | 349.1K | 200.0K | 32.9K | — | 98.6K | 27.6K | 708.0K | 4.64% | ↗ |
| 57 | 2017 | Randy Hester Executive Vice President | 349.1K | 200.0K | 32.9K | — | 98.6K | 24.0K | 704.4K | 4.67% | ↗ |
| 58 | 2017 | Michael Epps Executive Vice President | 349.1K | 200.0K | 32.9K | — | 98.6K | 17.0K | 697.5K | 4.71% | ↗ |
| 59 | 2016 | David Zalman Chairman of the Board and Chief Executive Officer | 906.0K | 400.0K | 233.2K | — | 699.7K | 131.3K | 2.37M | 9.84% | ↗ |
| 60 | 2016 | H. E. Timanus, Jr. Vice Chairman of the Board | 477.0K | 200.0K | 89.5K | — | 268.6K | 47.9K | 1.08M | 8.27% | ↗ |
| 61 | 2016 | David Hollaway Chief Financial Officer and Executive Vice President | 449.6K | 200.0K | 89.5K | — | 268.6K | 34.2K | 1.04M | 8.59% | ↗ |
| 62 | 2016 | Edward Z. Safady President | 447.3K | 200.0K | 71.6K | — | 214.8K | 24.2K | 958.0K | 7.48% | ↗ |
| 63 | 2016 | Michael Epps Executive Vice President | 341.1K | 150.0K | 45.3K | — | 135.8K | 149.5K | 821.6K | 5.51% | ↗ |
| 64 | 2016 | Charlotte M. Rasche Executive Vice President | 341.1K | 150.0K | 45.3K | — | 135.8K | 34.9K | 707.0K | 6.41% | ↗ |
| 65 | 2016 | Randy Hester Executive Vice President | 341.1K | 150.0K | 45.3K | — | 135.8K | 22.4K | 694.6K | 6.52% | ↗ |
| 66 | 2015 | David Zalman Chairman of the Board and Chief Executive Officer | 888.7K | 400.0K | 1.77M | — | 412.3K | 86.1K | 3.55M | 49.69% | ↗ |
| 67 | 2015 | H. E. Timanus, Jr. Vice Chairman of the Board | 468.2K | 200.0K | 871.6K | — | 168.8K | 27.2K | 1.74M | 50.21% | ↗ |
| 68 | 2015 | David Hollaway Chief Financial Officer and Executive Vice President | 440.8K | 200.0K | 871.6K | — | 168.8K | 15.6K | 1.70M | 51.37% | ↗ |
| 69 | 2015 | Michael Epps Executive Vice President | 334.4K | 150.0K | 516.7K | — | 80.1K | 178.8K | 1.26M | 41.01% | ↗ |
| 70 | 2015 | Edward Z. Safady President | 429.3K | 200.0K | 286.3K | — | 135.1K | 21.8K | 1.07M | 26.69% | ↗ |
| 71 | 2014 | David Zalman Chairman of the Board and Chief Executive Officer | 851.6K | 800.0K | 231.6K | — | 703.3K | 140.0K | 2.73M | 8.49% | ↗ |
| 72 | 2014 | H. E. Timanus, Jr. Vice Chairman of the Board | 452.4K | 400.0K | 94.8K | — | 287.9K | 24.4K | 1.26M | 7.52% | ↗ |
| 73 | 2014 | David Hollaway Chief Financial Officer and Executive Vice President | 425.0K | 400.0K | 94.8K | — | 287.9K | 16.9K | 1.22M | 7.74% | ↗ |
| 74 | 2014 | Michael Epps Executive Vice President | 327.6K | 300.0K | 45.0K | — | 136.5K | 190.8K | 999.9K | 4.50% | ↗ |
| 75 | 2014 | Charlotte M. Rasche General Counsel and Executive Vice President | 323.3K | 300.0K | 45.0K | — | 136.5K | 18.3K | 823.1K | 5.46% | ↗ |
| 76 | 2014 | Randy Hester Executive Vice President | 325.0K | 300.0K | 45.0K | — | 136.5K | 10.5K | 816.9K | 5.50% | ↗ |
| 77 | 2013 | David Zalman Chairman of the Board and Chief Executive Officer | 791.9K | 800.0K | 196.5K | — | 700.1K | 55.4K | 2.54M | 7.72% | ↗ |
| 78 | 2013 | H. E. Timanus, Jr. Vice Chairman of the Board | 424.7K | 400.0K | 79.0K | — | 281.4K | 21.1K | 1.21M | 6.55% | ↗ |
| 79 | 2013 | David Hollaway Chief Financial Officer and Executive Vice President | 398.3K | 400.0K | 82.4K | — | 293.6K | 15.3K | 1.19M | 6.93% | ↗ |
| 80 | 2013 | Chris Bagley Chief Credit Officer and Executive Vice President | 311.3K | 300.0K | 40.1K | — | 142.7K | 14.1K | 808.2K | 4.96% | ↗ |
| 81 | 2013 | Randy Hester Chief Lending Officer and Executive Vice President | 311.3K | 300.0K | 40.1K | — | 142.7K | 10.4K | 804.6K | 4.98% | ↗ |
| 82 | 2013 | Randy Hester Executive Vice President | 311.3K | 300.0K | 40.1K | — | 142.7K | 10.4K | 804.6K | 4.98% | ↗ |
| 83 | 2013 | Charlotte M. Rasche General Counsel and Executive Vice President | 306.7K | 300.0K | 39.4K | — | 140.5K | 17.2K | 803.8K | 4.91% | ↗ |
| 84 | 2013 | Charlotte M. Rasche General Counsel and Executive Vice President | 306.7K | 300.0K | 39.4K | — | 140.5K | 17.2K | 803.8K | 4.91% | ↗ |
| 85 | 2012 | David Zalman Chairman of the Board and Chief Executive Officer | 780.7K | 250.0K | 312.9K | — | 310.5K | 34.3K | 1.69M | 18.53% | ↗ |
| 86 | 2012 | Charlotte M. Rasche General Counsel | 250.0K | 200.0K | 670.8K | — | — | 14.9K | 1.14M | 59.06% | ↗ |
| 87 | 2012 | Charlotte M. Rasche General Counsel and Executive Vice President | 250.0K | 200.0K | 670.8K | — | — | 14.9K | 1.14M | 59.06% | ↗ |
| 88 | 2012 | Charlotte M. Rasche General Counsel and Executive Vice President | 250.0K | 200.0K | 670.8K | — | — | 14.9K | 1.14M | 59.06% | ↗ |
| 89 | 2012 | H. E. Timanus, Jr. Vice Chairman of the Board | 414.2K | 200.0K | 122.7K | — | 121.7K | 21.4K | 880.0K | 13.94% | ↗ |
| 90 | 2012 | David Hollaway Chief Financial Officer | 385.0K | 200.0K | 128.5K | — | 127.5K | 15.3K | 856.4K | 15.01% | ↗ |
| 91 | 2012 | David Hollaway Chief Financial Officer and Executive Vice President | 385.0K | 200.0K | 128.5K | — | 127.5K | 15.3K | 856.4K | 15.01% | ↗ |
| 92 | 2012 | Chris Bagley Chief Credit Officer and Executive Vice President | 301.0K | 200.0K | — | — | — | 13.4K | 514.4K | 0.00% | ↗ |
| 93 | 2012 | Chris Bagley Chief Credit Officer | 301.0K | 200.0K | — | — | — | 13.4K | 514.4K | 0.00% | ↗ |
| 94 | 2012 | Randy Hester Chief Lending Officer | 301.0K | 200.0K | — | — | — | 10.5K | 511.5K | 0.00% | ↗ |
| 95 | 2012 | Randy Hester Chief Lending Officer and Executive Vice President | 301.0K | 200.0K | — | — | — | 10.5K | 511.5K | 0.00% | ↗ |
| 96 | 2012 | Randy Hester Executive Vice President | 301.0K | 200.0K | — | — | — | 10.5K | 511.5K | 0.00% | ↗ |
| 97 | 2011 | David Zalman Chairman of the Board and Chief Executive Officer | 766.4K | 300.0K | 280.0K | — | 308.2K | 33.1K | 1.69M | 16.59% | ↗ |
| 98 | 2011 | David Zalman Chairman of the Board and Chief Executive Officer | 766.4K | 300.0K | 280.0K | — | 308.2K | 33.1K | 1.69M | 16.59% | ↗ |
| 99 | 2011 | James D. Rollins III President and Chief Operating Officer | 502.7K | 200.0K | 150.0K | — | 165.0K | 17.5K | 1.04M | 14.49% | ↗ |
| 100 | 2011 | H. E. Timanus, Jr. Vice Chairman of the Board | 408.1K | 150.0K | 109.8K | — | 120.8K | 20.4K | 809.1K | 13.57% | ↗ |
| 101 | 2011 | H. E. Timanus, Jr. Vice Chairman of the Board | 408.1K | 150.0K | 109.8K | — | 120.8K | 20.4K | 809.1K | 13.57% | ↗ |
| 102 | 2011 | David Hollaway Chief Financial Officer | 375.7K | 150.0K | 115.0K | — | 126.6K | 15.8K | 783.0K | 14.69% | ↗ |
| 103 | 2011 | David Hollaway Chief Financial Officer and Executive Vice President | 375.7K | 150.0K | 115.0K | — | 126.6K | 15.8K | 783.0K | 14.69% | ↗ |
| 104 | 2011 | David Hollaway Chief Financial Officer | 375.7K | 150.0K | 115.0K | — | 126.6K | 15.8K | 783.0K | 14.69% | ↗ |
| 105 | 2011 | Peter Fisher General Counsel | 278.2K | 150.0K | 46.6K | — | 51.3K | 11.4K | 537.5K | 8.67% | ↗ |
| 106 | 2010 | David Zalman Chairman of the Board and Chief Executive Officer | 731.7K | — | — | — | 264.1K | 32.6K | 1.03M | 0.00% | ↗ |
| 107 | 2010 | David Zalman Chairman of the Board and Chief Executive Officer | 731.7K | — | — | — | 264.1K | 32.6K | 1.03M | 0.00% | ↗ |
| 108 | 2010 | James D. Rollins III President and Chief Operating Officer | 478.4K | — | — | — | 127.3K | 22.5K | 628.3K | 0.00% | ↗ |
| 109 | 2010 | James D. Rollins III President and Chief Operating Officer | 478.4K | — | — | — | 127.3K | 22.5K | 628.3K | 0.00% | ↗ |
| 110 | 2010 | H. E. Timanus, Jr. Vice Chairman of the Board | 392.3K | — | — | — | 137.7K | 17.3K | 547.3K | 0.00% | ↗ |
| 111 | 2010 | H. E. Timanus, Jr. Vice Chairman of the Board | 392.3K | — | — | — | 137.7K | 17.3K | 547.3K | 0.00% | ↗ |
| 112 | 2010 | David Hollaway Chief Financial Officer | 354.7K | — | — | — | 99.0K | 15.3K | 469.0K | 0.00% | ↗ |
| 113 | 2010 | David Hollaway Chief Financial Officer | 354.7K | — | — | — | 99.0K | 15.3K | 469.0K | 0.00% | ↗ |
| 114 | 2010 | Peter Fisher General Counsel | 265.7K | 20.0K | — | — | 47.2K | 10.8K | 343.7K | 0.00% | ↗ |
| 115 | 2010 | Peter Fisher General Counsel | 265.7K | 20.0K | — | — | 47.2K | 10.8K | 343.7K | 0.00% | ↗ |
| 116 | 2009 | David Zalman Chairman of the Board and Chief Executive Officer | 691.2K | 250.0K | 1.94M | — | 472.2K | 25.8K | 3.38M | 57.45% | ↗ |
| 117 | 2009 | David Zalman Chairman of the Board and Chief Executive Officer | 691.2K | 250.0K | 1.94M | — | 472.2K | 25.8K | 3.38M | 57.45% | ↗ |
| 118 | 2009 | James D. Rollins III President and Chief Operating Officer | 459.4K | 100.0K | 971.8K | — | 227.7K | 17.7K | 1.78M | 54.70% | ↗ |
| 119 | 2009 | James D. Rollins III President and Chief Operating Officer | 459.4K | 100.0K | 971.8K | — | 227.7K | 17.7K | 1.78M | 54.70% | ↗ |
| 120 | 2009 | David Zalman Chairman of the Board and Chief Executive Officer David Hollaway Chief Financial Officer James D. Rollins III President and Chief Operating Officer H. E. Timanus, Jr. Vice Chairman of the Board Peter Fisher General Counsel | 329.6K | 100.0K | 971.8K | — | 177.1K | 6.4K | 1.58M | 61.32% | ↗ |
| 121 | 2009 | David Hollaway Chief Financial Officer | 329.6K | 100.0K | 971.8K | — | 177.1K | 6.4K | 1.58M | 61.32% | ↗ |
| 122 | 2009 | David Hollaway Chief Financial Officer | 329.6K | 100.0K | 971.8K | — | 177.1K | 6.4K | 1.58M | 61.32% | ↗ |
| 123 | 2009 | H. E. Timanus, Jr. Vice Chairman of the Board | 376.7K | 100.0K | 485.9K | — | 246.2K | 19.9K | 1.23M | 39.55% | ↗ |
| 124 | 2009 | H. E. Timanus, Jr. Vice Chairman of the Board | 376.7K | 100.0K | 485.9K | — | 246.2K | 19.1K | 1.23M | 39.57% | ↗ |
| 125 | 2009 | Peter Fisher General Counsel | 255.2K | 100.0K | 388.7K | — | 84.3K | 10.2K | 838.5K | 46.36% | ↗ |
| 126 | 2009 | Peter Fisher General Counsel | 255.2K | 100.0K | 388.7K | — | 84.3K | 10.2K | 838.5K | 46.36% | ↗ |
| 127 | 2008 | David Zalman Chairman of the Board and Chief Executive Officer | 606.1K | — | — | — | 257.4K | 26.6K | 890.1K | 0.00% | ↗ |
| 128 | 2008 | James D. Rollins III President and Chief Operating Officer | 430.7K | — | — | — | 133.5K | 16.5K | 580.8K | 0.00% | ↗ |
| 129 | 2008 | H. E. Timanus, Jr. Vice Chairman of the Board | 352.6K | — | — | — | 143.7K | 18.8K | 515.1K | 0.00% | ↗ |
| 130 | 2008 | David Zalman Chairman of the Board and Chief Executive Officer David Hollaway Chief Financial Officer James D. Rollins III President and Chief Operating Officer H. E. Timanus, Jr. Vice Chairman of the Board Peter Fisher General Counsel | 277.1K | — | — | — | 90.1K | 3.8K | 371.0K | 0.00% | ↗ |
| 131 | 2008 | David Hollaway Chief Financial Officer | 277.1K | — | — | — | 90.1K | 3.8K | 371.0K | 0.00% | ↗ |
| 132 | 2008 | Peter Fisher General Counsel | 242.2K | — | — | — | 50.4K | 7.5K | 300.2K | 0.00% | ↗ |
| 133 | 2007 | David Zalman Chairman of the Board and Chief Executive Officer | 548.3K | — | — | 74.7K | 92.7K | 27.3K | 743.0K | 10.05% | ↗ |
| 134 | 2007 | James D. Rollins III President and Chief Operating Officer | 415.0K | — | — | 53.3K | 50.6K | 16.3K | 535.2K | 9.96% | ↗ |
| 135 | 2007 | H. E. Timanus, Jr. Vice Chairman of the Board | 336.3K | — | — | 53.3K | 54.7K | 20.3K | 464.6K | 11.48% | ↗ |
| 136 | 2007 | Peter Fisher General Counsel | 228.4K | — | — | 21.3K | 19.1K | 111.2K | 380.1K | 5.61% | ↗ |
| 137 | 2007 | David Hollaway Chief Financial Officer | 263.3K | — | — | 53.3K | 34.1K | 13.0K | 363.8K | 14.66% | ↗ |
| 138 | 2007 | David Zalman Chairman of the Board and Chief Executive Officer David Hollaway Chief Financial Officer James D. Rollins III President and Chief Operating Officer H. E. Timanus, Jr. Vice Chairman of the Board Peter Fisher General Counsel | 263.3K | — | 34.1K | — | 34.1K | 13.0K | 344.6K | 9.90% | ↗ |
| 139 | 2006 | David Zalman Chairman of the Board and Chief Executive Officer | 514.6K | — | — | 74.7K | 323.6K | 26.5K | 939.3K | 7.95% | ↗ |
| 140 | 2006 | H. E. Timanus, Jr. Vice Chairman of the Board | 329.6K | — | — | 53.3K | 203.8K | 18.6K | 605.4K | 8.81% | ↗ |
| 141 | 2006 | James D. Rollins III President and Chief Operating Officer | 340.4K | — | — | 53.2K | 194.1K | 12.9K | 600.6K | 8.86% | ↗ |
| 142 | 2006 | David Hollaway Chief Financial Officer | 244.2K | — | — | 53.2K | 121.3K | 9.4K | 428.1K | 12.43% | ↗ |
| 143 | 2006 | Peter Fisher General Counsel | 217.4K | — | — | 21.3K | 67.9K | 15.1K | 321.8K | 6.63% | ↗ |
| 144 | 2005 | David Zalman President and Chief Executive Officer | 475.0K | 228.4K | — | — | — | 13.9K | 717.3K | 0.00% | ↗ |
| 145 | 2005 | H. E. Timanus, Jr. Executive Vice President and Chief Operating Officer | 308.8K | 143.9K | — | — | — | 9.9K | 462.5K | 0.00% | ↗ |
| 146 | 2005 | James D. Rollins III Senior Vice President | 263.8K | 95.9K | — | — | — | 7.0K | 366.7K | 0.00% | ↗ |
| 147 | 2005 | David Hollaway Chief Financial Officer | 230.0K | 82.2K | — | — | — | 6.0K | 318.2K | 0.00% | ↗ |
| 148 | 2005 | Peter Fisher General Counsel | 207.5K | 48.0K | — | — | — | 5.5K | 261.0K | 0.00% | ↗ |
| 149 | 2004 | David Zalman President and Chief Executive Officer | 381.3K | 286.0K | — | 70.0K | — | 12.8K | 680.1K | 10.29% | ↗ |
| 150 | 2004 | H. E. Timanus, Jr. Executive Vice President and Chief Operating Officer | 286.6K | 207.4K | — | 50.0K | — | 8.7K | 502.7K | 9.95% | ↗ |
| 151 | 2004 | James D. Rollins III Senior Vice President | 202.5K | 76.9K | — | 50.0K | — | 6.5K | 285.9K | 17.49% | ↗ |
| 152 | 2004 | David Hollaway Chief Financial Officer | 187.5K | 71.5K | — | 50.0K | — | 6.0K | 265.0K | 18.87% | ↗ |
| 153 | 2004 | Peter Fisher General Counsel | 196.3K | 30.0K | — | 20.0K | — | 5.7K | 232.0K | 8.62% | ↗ |
| 154 | 2003 | David Zalman President and Chief Executive Officer | 321.3K | 176.0K | — | — | — | 10.2K | 507.5K | 0.00% | ↗ |
| 155 | 2003 | David Zalman President and Chief Executive Officer of the Company; President of the Bank | 321.3K | 167.9K | — | — | — | 10.2K | 499.3K | 0.00% | ↗ |
| 156 | 2003 | H. E. Timanus, Jr. Executive Vice President and Chief Operating Officer | 272.3K | 149.0K | — | — | — | 7.6K | 428.9K | 0.00% | ↗ |
| 157 | 2003 | James D. Rollins III Senior Vice President | 161.3K | 40.0K | — | — | — | 6.0K | 207.3K | 0.00% | ↗ |
| 158 | 2003 | Peter Fisher General Counsel | 185.0K | 15.0K | — | — | — | 5.5K | 205.5K | 0.00% | ↗ |
| 159 | 2003 | David Hollaway Chief Financial Officer | 142.5K | 40.0K | — | — | — | 6.0K | 188.5K | 0.00% | ↗ |
| 160 | 2002 | David Zalman President and Chief Executive Officer | 301.3K | 272.8K | — | 30.0K | — | 9.4K | 583.5K | 5.14% | ↗ |
| 161 | 2002 | David Zalman President and Chief Executive Officer of the Company; President of the Bank | 301.3K | 272.8K | — | 30.0K | — | 9.4K | 583.5K | 5.14% | ↗ |
| 162 | 2002 | David Zalman President and Chief Executive Officer of the Company; President of the Bank | 301.3K | 266.0K | — | 30.0K | — | 9.4K | 576.7K | 5.20% | ↗ |
| 163 | 2002 | H. E. Timanus, Jr. Executive Vice President and Chief Operating Officer | 257.9K | 232.4K | — | 30.0K | — | 7.0K | 497.3K | 6.03% | ↗ |
| 164 | 2002 | H. E. Timanus, Jr. Executive Vice President and Chief Operating Officer | 257.9K | 227.1K | — | 30.0K | — | 7.0K | 492.0K | 6.10% | ↗ |
| 165 | 2002 | James D. Rollins III Senior Vice President | 120.1K | 50.0K | — | 20.0K | — | 5.5K | 175.6K | 11.39% | ↗ |
| 166 | 2002 | James D. Rollins III Senior Vice President | 120.1K | 50.0K | — | 20.0K | — | 5.5K | 175.6K | 11.39% | ↗ |
| 167 | 2002 | David Hollaway Chief Financial Officer | 116.3K | 50.0K | — | — | — | 5.5K | 171.8K | 0.00% | ↗ |
| 168 | 2002 | David Hollaway Chief Financial Officer | 116.3K | 50.0K | — | — | — | 5.5K | 171.8K | 0.00% | ↗ |
| 169 | 2002 | Peter Fisher General Counsel | 46.3K | 15.0K | — | 30.0K | — | 1.4K | 62.7K | 47.85% | ↗ |
| 170 | 2001 | David Zalman President and Chief Executive Officer of the Company; President of the Bank | 275.0K | 65.0K | — | — | — | 9.0K | 349.0K | 0.00% | ↗ |
| 171 | 2001 | David Zalman President and Chief Executive Officer of the Company; President of the Bank | 275.0K | 65.0K | — | — | — | 9.0K | 349.0K | 0.00% | ↗ |
| 172 | 2001 | H. E. Timanus, Jr. Executive Vice President and Chief Operating Officer | 236.4K | 50.0K | — | — | — | 6.9K | 293.3K | 0.00% | ↗ |
| 173 | 2001 | H. E. Timanus, Jr. Executive Vice President and Chief Operating Officer | 236.4K | 50.0K | — | — | — | 6.9K | 293.3K | 0.00% | ↗ |
| 174 | 2001 | David Hollaway Chief Financial Officer | 100.0K | 15.0K | — | — | — | 5.1K | 120.1K | 0.00% | ↗ |
| 175 | 2001 | David Hollaway Chief Financial Officer | 100.0K | 15.0K | — | — | — | — | 115.0K | 0.00% | ↗ |
| 176 | 2001 | James D. Rollins III Senior Vice President | 94.4K | 15.0K | — | — | — | 5.3K | 114.6K | 0.00% | ↗ |
| 177 | 2001 | James D. Rollins III Senior Vice President | 94.4K | 15.0K | — | — | — | 5.3K | 114.6K | 0.00% | ↗ |
| 178 | 2000 | David Zalman President and Chief Executive Officer of the Company; President of the Bank | 270.8K | 25.0K | — | — | — | 8.7K | 304.6K | 0.00% | ↗ |
| 179 | 2000 | James D. Rollins III Senior Vice President | 83.8K | 7.0K | — | — | — | 5.3K | 96.0K | 0.00% | ↗ |
| 180 | 2000 | David Hollaway Chief Financial Officer | 82.5K | 7.0K | — | — | — | 5.1K | 94.6K | 0.00% | ↗ |
| 181 | 2000 | H. E. Timanus, Jr. Executive Vice President and Chief Operating Officer | — | — | — | — | — | — | — | — | ↗ |
Proxy statements
| Filing date | Form type | Filing |
|---|---|---|
| 2026-03-16 | DEF 14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| David E. Zalman | Senior Chairman & Chief Executive Officer | 3M | male |
| Kevin J. Hanigan | President, Chief Operating Officer & Director | 2M | male |
| Timanus Jr. | Chairman of the Board | 2M | — |
| Edward Z. Safady | Advisory Director & Vice Chairman | 1M | male |
| John Mays Davenport | Executive Vice President & Director of Corporate Strategy | 914.5K | male |
| Asylbek Osmonov | Chief Financial Officer | 826.1K | male |
| Charlotte Rasche | Executive Vice President & General Counsel | 725.3K | female |
| Cullen D. Zalman | Executive Vice President of Banking & Corporate Activities | — | male |
| Perry Johnson | President of Camp Wisdom Banking Center | — | male |
| Robert J. Dowdell | Executive Vice President | — | male |
| Annette L. Tripp | Senior Vice President & Associate General Counsel | — | female |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2019-06-24 | 2020-04-27 | Donna Shalala | FL27 | -- | Sale (Full) | $1,001 - $15,000 | ↗ |
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for PB
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.

MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
