Ponce Financial Group, Inc. (PDLB)
Bronx, NY, US
Ponce Financial Group, Inc. serves as the parent organization for Ponce Bank, delivering a broad spectrum of financial offerings and services. The company actively gathers various types of deposits, including checking accounts (such as demand and NOW/IOLA accounts), money market accounts, reciprocal deposits, savings accounts, and certificates of deposit. Furthermore, it offers a diverse portfolio of lending solutions. These encompass residential mortgages for one-to-four family units (both investor-owned and owner-occupied), multifamily properties, nonresidential real estate, construction and land development, as well as commercial and industrial financing, general business loans, and consumer loans. Ponce Financial Group also provides lines of credit and previously participated in the Paycheck Protection Program. Beyond lending and deposits, the group makes strategic investments. Its investment holdings include securities from the U.S. Government and federal agencies, instruments issued by government-sponsored or government-owned enterprises, mortgage-backed securities, corporate bonds and other obligations, and Federal Home Loan Bank stock. With a substantial footprint in the New York metropolitan area and New Jersey, Ponce Financial Group operates a network of banking offices: four in the Bronx, two in Manhattan, three in Queens, and three in Brooklyn, New York. It also maintains one banking office in Union City, New Jersey. Additionally, the company has several mortgage loan offices: two in Queens and one in Brooklyn, New York, along with two in New Jersey—one in Englewood Cliffs and another in Bergenfield. Founded in 1960, Ponce Financial Group, Inc. is headquartered in the Bronx, New York.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.37% | +0.43% | +8.13% | +16.18% | +18.44% | +15.47% | +41.64% | +149.08% | +37.01% | +26.71% | +26.71% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
24.00
+20.4%
|
| Last Quarter | 1 |
24.00
+20.4%
|
| Last Year | 1 |
24.00
+20.4%
|
| All Time | 1 |
24.00
+20.4%
|
-
Revenue growth+16.2% Q1'26: +10.3% (vs Q1'25)
-
EPS growth+158.7% Q1'26: +44.0% (vs Q1'25)
-
FCF margin— Q1'26: +27.4% (vs Q1'25)
-
EBIT margin— Q1'26: +22.4% (vs Q1'25)
-
ROIC— Q1'26: +3.3% (vs Q1'25)
-
Share dilution+3.2% Q1'26: +2.0% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 13.20× (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 2019 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|
| Revenue |
52.48M
est: 29.80M (+76.1%)
|
87.12M
est: 47.85M (+82.1%)
|
134.47M
est: 64.00M (+110.1%)
|
167.30M
est: 81.90M (+104.3%)
|
194.31M
est: 103.00M (+88.6%)
|
125.00M
125.00M – 125.00M
+21.4% YoY
|
133.60M
133.60M – 133.60M
+6.9% YoY
|
| EBITDA |
-3.83M
est: -40.76M (+90.6%)
|
-32.58M
est: 4.00M (-914.9%)
|
10.38M
est: 5.35M (+94.1%)
|
20.42M
est: 8.39M (+143.5%)
|
43.03M
est: 10.55M (+308.0%)
|
12.80M
12.80M – 12.80M
+21.4% YoY
|
13.68M
13.68M – 13.68M
+6.9% YoY
|
| EBIT |
-6.05M
est: 1.39M (-534.3%)
|
-36.85M
est: 2.24M (-1,748.0%)
|
5.85M
est: 2.99M (+95.7%)
|
15.69M
est: 5.75M (+172.7%)
|
39.51M
est: 7.23M (+446.2%)
|
8.78M
8.78M – 8.78M
+21.4% YoY
|
9.38M
9.38M – 9.38M
+6.9% YoY
|
| Net Income |
-5.13M
est: -69.08M (+92.6%)
|
-30.00M
est: -23.71M (-26.5%)
|
3.35M
est: 8.64M (-61.2%)
|
10.97M
est: 10.00M (+9.7%)
|
28.70M
est: 23.73M (+21.0%)
|
38.39M
38.39M – 38.39M
+61.8% YoY
|
41.18M
41.18M – 41.18M
+7.3% YoY
|
| SGA |
19.75M
est: 8.97M (+120.2%)
|
30.08M
est: 14.40M (+108.9%)
|
34.01M
est: 19.26M (+76.6%)
|
34.35M
est: 21.76M (+57.8%)
|
40.27M
est: 27.37M (+47.1%)
|
33.22M
33.22M – 33.22M
+21.4% YoY
|
35.50M
35.50M – 35.50M
+6.9% YoY
|
| EPS |
-0.29
est: 0.12 (-338.0%)
|
-1.32
est: -0.56 (-137.8%)
|
0.15
est: -0.01 (+1,600.0%)
|
0.46
est: 0.43 (+7.0%)
|
1.21
est: 1.02 (+18.6%)
|
1.65
1.65 – 1.65
+61.8% YoY
|
1.77
1.77 – 1.77
+7.3% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-27 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-26 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-22 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-21 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-20 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-19 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-18 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-15 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-14 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-13 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-12 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-11 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-08 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-07 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-06 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-01 | B | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-30 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-29 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-28 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-27 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 52-0556948 | 2.52M | 10.10% | 724.6K | — | 2.52M | — | IA | Maryland | 2022-04-11 | ↗ |
| 2 | 85-4328500 | 2.52M | 10.10% | 735.6K | — | 2.52M | — | IA | Maryland | 2022-08-10 | ↗ |
| 3 | Pentegra Trust Company, Trustee | 2.08M | 8.40% | 1.70M | 372.0K | 2.08M | — | EP | State of Maine | 2022-04-19 | ↗ |
| 4 | (1) BlackRock, Inc. | 1.65M | 7.00% | 1.63M | — | 1.65M | — | HC | Delaware | 2024-01-26 | ↗ |
| 5 | Ponce De Leon Foundation | 1.25M | 5.10% | 1.25M | — | 1.25M | — | CO | State of Delaware | 2022-02-22 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.90M -51.3K (-2.6%) | 31.01M +2.4M (+8.3%) | 8.31% -0.270 pp | 0.02% +0.002 pp | USD9.16 +78.5% | 14 qtrs — |
| 2 | M3F, INC. | 1.86M -400.0K (-17.7%) | 30.35M -2.8M (-8.5%) | 8.13% -1.804 pp | 8.33% -1.064 pp | USD9.74 +67.9% | 16 qtrs — |
| 3 | BLACKROCK, INC. | 1.63M +6.7K (+0.4%) | 26.68M +2.8M (+11.7%) | 7.15% -0.008 pp | 0.00% +0.000 pp | USD11.73 +39.4% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 1.11M +442.0 (+0.0%) | 18.21M +1.8M (+11.3%) | 4.88% -0.024 pp | 0.00% +0.000 pp | USD10.11 +61.7% | 16 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 913.5K +9.4K (+1.0%) | 14.94M +1.6M (+12.4%) | 4.00% +0.020 pp | 0.00% +0.000 pp | USD9.80 +66.8% | 16 qtrs — |
| 6 | BANK OF AMERICA CORP /DE/ | 502.9K +6.8K (+1.4%) | 8.22M +929.7K (+12.7%) | 2.20% +0.018 pp | 0.00% +0.000 pp | USD10.37 +57.7% | 16 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 461.2K -2.3K (-0.5%) | 7.54M +727.6K (+10.7%) | 2.02% -0.021 pp | 0.00% +0.000 pp | USD9.53 +71.6% | 16 qtrs — |
| 8 | STATE STREET CORP | 335.5K +203.0 (+0.1%) | 5.48M +556.5K (+11.3%) | 1.47% -0.007 pp | 0.00% +0.000 pp | USD9.86 +65.8% | 16 qtrs — |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 220.2K +39.4K (+21.8%) | 3.60M +942.8K (+35.5%) | 0.96% +0.168 pp | 0.01% +0.002 pp | USD12.69 +28.8% | 16 qtrs — |
| 10 | ALLIANCEBERNSTEIN L.P. | 207.3K +21.5K (+11.6%) | 3.39M +658.1K (+24.1%) | 0.91% +0.090 pp | 0.00% +0.000 pp | USD12.25 +33.5% | 16 qtrs — |
| 11 | EMPIRICAL FINANCE, LLC | 207.2K -27.4K (-11.7%) | 3.39M -61.4K (-1.8%) | 0.91% -0.126 pp | 0.16% -0.003 pp | USD13.84 +18.1% | 3 qtrs — |
| 12 | MANGROVE PARTNERS | 191.3K +11.6K (+6.5%) | 3.13M +486.9K (+18.4%) | 0.84% +0.047 pp | 0.25% +0.060 pp | USD10.58 +54.5% | 9 qtrs — |
| 13 | FIRST PACIFIC ADVISORS, LP | 181.6K +— (+0.0%) | 2.97M +299.6K (+11.2%) | 0.80% -0.004 pp | 0.04% +0.002 pp | USD8.99 +81.9% | 14 qtrs — |
| 14 | NORTHERN TRUST CORP | 139.7K -11.6K (-7.7%) | 2.28M +60.0K (+2.7%) | 0.61% -0.054 pp | 0.00% +0.000 pp | USD9.12 +79.3% | 16 qtrs — |
| 15 | MARSHALL WACE, LLP | 120.4K +50.5K (+72.3%) | 1.97M +941.7K (+91.6%) | 0.53% +0.220 pp | 0.00% +0.001 pp | USD15.22 +7.4% | 3 qtrs — |
| 16 | RAYMOND JAMES FINANCIAL INC | 116.9K +— (+0.0%) | 1.91M +193.0K (+11.2%) | 0.51% -0.003 pp | 0.00% +0.000 pp | USD12.76 +28.1% | 5 qtrs — |
| 17 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 107.3K +6.0K (+5.9%) | 1.75M +265.1K (+17.8%) | 0.47% +0.024 pp | 0.00% 0.000 pp | USD13.29 +23.0% | 6 qtrs — |
| 18 | EAM INVESTORS, LLC | 71.5K +71.5K (+100.0%) | 1.17M +1.2M (+100.0%) | 0.31% +0.313 pp | 0.13% +0.130 pp | USD16.35 +0.0% | 1 qtrs NEW |
| 19 | WITTENBERG INVESTMENT MANAGEMENT, INC. | 64.2K +— (+0.0%) | 1.05M +106.0K (+11.2%) | 0.28% -0.002 pp | 0.40% +0.028 pp | USD8.39 +94.9% | 12 qtrs — |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 60.6K +490.0 (+0.8%) | 990.0K +107.1K (+12.1%) | 0.27% +0.001 pp | 0.00% +0.000 pp | USD9.59 +70.5% | 16 qtrs — |
| 21 | CITADEL ADVISORS LLC | 55.4K +32.5K (+141.6%) | 906.3K +569.0K (+168.7%) | 0.24% +0.142 pp | 0.00% +0.000 pp | USD14.70 +11.2% | 6 qtrs — |
| 22 | BANK OF NEW YORK MELLON CORP | 55.3K -2.2K (-3.9%) | 903.8K +58.3K (+6.9%) | 0.24% -0.011 pp | 0.00% +0.000 pp | USD9.89 +65.3% | 11 qtrs — |
| 23 | MORGAN STANLEY | 51.7K +1.3K (+2.6%) | 845.8K +104.6K (+14.1%) | 0.23% +0.005 pp | 0.00% +0.000 pp | USD11.01 +48.5% | 16 qtrs — |
| 24 | GOLDMAN SACHS GROUP INC | 51.2K +27.0K (+111.6%) | 836.7K +481.2K (+135.3%) | 0.22% +0.118 pp | 0.00% +0.000 pp | USD14.33 +14.1% | 7 qtrs — |
| 25 | LOS ANGELES CAPITAL MANAGEMENT LLC | 57.8K +534.0 (+0.9%) | 814.9K -26.2K (-3.1%) | 0.25% +0.001 pp | 0.00% 0.000 pp | USD10.94 +49.5% | 9 qtrs — |
| 26 | SEI INVESTMENTS CO | 49.4K +49.4K (+100.0%) | 807.5K +807.5K (+100.0%) | 0.22% +0.216 pp | 0.00% +0.001 pp | USD16.35 +0.0% | 1 qtrs NEW |
| 27 | WELLS FARGO & COMPANY/MN | 44.4K +29.3K (+194.1%) | 725.2K +503.5K (+227.1%) | 0.19% +0.128 pp | 0.00% +0.000 pp | USD14.41 +13.5% | 16 qtrs — |
| 28 | MILLENNIUM MANAGEMENT LLC | 43.5K -9.5K (-18.0%) | 711.8K -68.3K (-8.8%) | 0.19% -0.043 pp | 0.00% +0.000 pp | USD13.87 +17.9% | 3 qtrs — |
| 29 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | 40.5K -837.0 (-2.0%) | 662.7K +54.6K (+9.0%) | 0.18% -0.005 pp | 0.04% +0.001 pp | USD9.24 +76.9% | 15 qtrs — |
| 30 | ZACKS INVESTMENT MANAGEMENT | 40.4K +40.4K (+100.0%) | 660.8K +660.8K (+100.0%) | 0.18% +0.177 pp | 0.01% +0.005 pp | USD16.35 +0.0% | 1 qtrs NEW |
| 31 | TREXQUANT INVESTMENT LP | 39.8K +11.8K (+42.3%) | 650.0K +239.2K (+58.2%) | 0.17% +0.051 pp | 0.01% +0.002 pp | USD14.80 +10.5% | 6 qtrs — |
| 32 | GAMCO INVESTORS, INC. ET AL | 38.7K +— (+0.0%) | 633.0K +63.9K (+11.2%) | 0.17% -0.001 pp | 0.01% +0.001 pp | USD13.84 +18.1% | 3 qtrs — |
| 33 | SQUAREPOINT OPS LLC | 36.8K +36.8K (+100.0%) | 601.5K +601.5K (+100.0%) | 0.16% +0.161 pp | 0.00% +0.001 pp | USD16.35 +0.0% | 1 qtrs NEW |
| 34 | PANAGORA ASSET MANAGEMENT INC | 36.7K +7.6K (+26.2%) | 600.4K +172.6K (+40.4%) | 0.16% +0.033 pp | 0.00% +0.000 pp | USD14.78 +10.6% | 3 qtrs — |
| 35 | BARCLAYS PLC | 30.7K +5.3K (+20.9%) | 501.5K +204.9K (+69.1%) | 0.13% +0.023 pp | 0.00% +0.000 pp | USD13.07 +25.1% | 16 qtrs — |
| 36 | NUVEEN, LLC | 29.4K +— (+0.0%) | 480.0K +48.4K (+11.2%) | 0.13% -0.001 pp | 0.00% +0.000 pp | USD12.67 +29.0% | 4 qtrs — |
| 37 | RHUMBLINE ADVISERS | 27.2K -3.1K (-10.3%) | 445.2K -1.0K (-0.2%) | 0.12% -0.014 pp | 0.00% +0.000 pp | USD10.52 +55.4% | 11 qtrs — |
| 38 | AMERICAN CENTURY COMPANIES INC | 20.8K +2.6K (+14.0%) | 339.5K +71.8K (+26.8%) | 0.09% +0.011 pp | 0.00% +0.000 pp | USD10.63 +53.8% | 10 qtrs — |
| 39 | STILWELL VALUE LLC | 20.0K +— (+0.0%) | 327.0K +33.0K (+11.2%) | 0.09% -0.001 pp | 0.18% +0.050 pp | USD10.38 +57.5% | 16 qtrs — |
| 40 | DEUTSCHE BANK AG\ | 18.5K +— (+0.0%) | 303.1K +30.6K (+11.2%) | 0.08% 0.000 pp | 0.00% +0.000 pp | USD10.35 +58.0% | 9 qtrs — |
| 41 | CREATIVE PLANNING | 16.8K +3.0K (+21.6%) | 275.2K +71.7K (+35.3%) | 0.07% +0.013 pp | 0.00% +0.000 pp | USD13.37 +22.3% | 4 qtrs — |
| 42 | QUBE RESEARCH & TECHNOLOGIES LTD | 16.5K +16.5K (+100.0%) | 269.7K +269.7K (+100.0%) | 0.07% +0.072 pp | 0.00% +0.000 pp | USD16.35 +0.0% | 1 qtrs NEW |
| 43 | UBS GROUP AG | 16.3K +1.6K (+10.9%) | 266.4K +50.4K (+23.4%) | 0.07% +0.007 pp | 0.00% +0.000 pp | USD12.94 +26.4% | 16 qtrs — |
| 44 | JANE STREET GROUP, LLC | 15.8K -10.9K (-40.8%) | 258.5K -134.0K (-34.1%) | 0.07% -0.048 pp | 0.00% +0.000 pp | USD13.40 +22.0% | 9 qtrs — |
| 45 | JPMORGAN CHASE & CO | 14.6K -6.3K (-30.2%) | 239.4K -69.1K (-22.4%) | 0.06% -0.028 pp | 0.00% +0.000 pp | USD12.86 +27.1% | 12 qtrs — |
| 46 | AQR CAPITAL MANAGEMENT LLC | 13.7K +13.7K (+100.0%) | 224.7K +224.7K (+100.0%) | 0.06% +0.060 pp | 0.00% +0.000 pp | USD16.35 +0.0% | 3 qtrs — |
| 47 | INVESCO LTD. | 12.4K -554.0 (-4.3%) | 203.1K +12.3K (+6.5%) | 0.05% -0.003 pp | 0.00% +0.000 pp | USD13.89 +17.7% | 3 qtrs — |
| 48 | OCCUDO QUANTITATIVE STRATEGIES LP | 12.1K +12.1K (+100.0%) | 197.1K +197.1K (+100.0%) | 0.05% +0.053 pp | 0.01% +0.013 pp | USD16.35 +0.0% | 1 qtrs NEW |
| 49 | OPEROSE ADVISORS LLC | 12.0K +— (+0.0%) | 196.2K +19.8K (+11.2%) | 0.05% 0.000 pp | 0.05% +0.002 pp | USD12.67 +29.0% | 4 qtrs — |
| 50 | METLIFE INVESTMENT MANAGEMENT, LLC | 11.4K +— (+0.0%) | 187.1K +18.9K (+11.2%) | 0.05% 0.000 pp | 0.00% +0.000 pp | USD8.73 +87.3% | 11 qtrs — |
| 51 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11.4K +— (+0.0%) | 185.7K +18.7K (+11.2%) | 0.05% 0.000 pp | 0.00% +0.000 pp | USD7.82 +109.1% | 10 qtrs — |
| 52 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 9.1K +156.0 (+1.7%) | 148.7K +17.3K (+13.2%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD9.69 +68.7% | 7 qtrs — |
| 53 | SG AMERICAS SECURITIES, LLC | 6.9K +6.9K (+100.0%) | 113.0K +113.0K (+100.0%) | 0.03% +0.030 pp | 0.00% +0.000 pp | USD16.35 +0.0% | 1 qtrs NEW |
| 54 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 6.3K +— (+0.0%) | 102.8K +10.4K (+11.2%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD13.65 +19.8% | 5 qtrs — |
| 55 | BNP PARIBAS ARBITRAGE, SNC | 4.5K +522.0 (+13.3%) | 72.8K +15.0K (+26.0%) | 0.02% +0.002 pp | 0.00% +0.000 pp | USD14.16 +15.5% | 5 qtrs — |
| 56 | CITIGROUP INC | 3.5K +59.0 (+1.7%) | 56.5K +6.6K (+13.2%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD11.13 +46.9% | 16 qtrs — |
| 57 | AMERICAN CAPITAL ADVISORY, LLC | 2.8K +— (+0.0%) | 45.8K +4.6K (+11.2%) | 0.01% 0.000 pp | 0.02% +0.001 pp | USD11.66 +40.2% | 9 qtrs — |
| 58 | RUSSELL INVESTMENTS GROUP, LTD. | 2.4K -298.0 (-11.0%) | 39.2K -420.0 (-1.1%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD14.05 +16.4% | 7 qtrs — |
| 59 | MASSMUTUAL TRUST CO FSB/ADV | 2.1K +— (+0.0%) | 34.8K +3.5K (+11.2%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD13.00 +25.8% | 5 qtrs — |
| 60 | MAI CAPITAL MANAGEMENT | 2.0K +9.0 (+0.5%) | 32.8K +3.4K (+11.7%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD13.01 +25.7% | 5 qtrs — |
| 61 | NEW YORK STATE COMMON RETIREMENT FUND | 1.9K +— (+0.0%) | 30.5K +3.1K (+11.2%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD9.06 +80.5% | 11 qtrs — |
| 62 | LEGAL & GENERAL GROUP PLC | 1.8K +— (+0.0%) | 29.8K +3.0K (+11.2%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD9.12 +79.3% | 11 qtrs — |
| 63 | AMERITAS INVESTMENT PARTNERS, INC. | 1.7K +— (+0.0%) | 27.6K +2.8K (+11.2%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD8.69 +88.1% | 11 qtrs — |
| 64 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1.2K -191.0 (-13.6%) | 19.8K -809.0 (-3.9%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD8.69 +88.1% | 11 qtrs — |
| 65 | STERLING CAPITAL MANAGEMENT LLC | 1.1K -223.0 (-16.4%) | 18.5K -1.4K (-7.1%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD14.13 +15.7% | 6 qtrs — |
| 66 | CWM, LLC | 991.00 +250.0 (+33.7%) | 16.0K +5.0K (+45.5%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD13.88 +17.8% | 7 qtrs — |
| 67 | FMR LLC | 909.00 -120.0 (-11.7%) | 14.9K -264.0 (-1.7%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD9.08 +80.1% | 16 qtrs — |
| 68 | AMALGAMATED BANK | 618.00 -72.0 (-10.4%) | 10.0K +— (+0.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD8.69 +88.1% | 11 qtrs — |
| 69 | TOWER RESEARCH CAPITAL LLC (TRC) | 598.00 -385.0 (-39.2%) | 9.8K -4.7K (-32.3%) | 0.00% -0.002 pp | 0.00% 0.000 pp | USD12.40 +31.9% | 13 qtrs — |
| 70 | ROYAL BANK OF CANADA | 529.00 +218.0 (+70.1%) | 9.0K +4.0K (+80.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD13.37 +22.3% | 11 qtrs — |
| 71 | ADVISOR GROUP HOLDINGS, INC. | 285.00 +285.0 (+100.0%) | 4.7K +4.7K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD16.35 +0.0% | 1 qtrs NEW |
| 72 | UBS ASSET MANAGEMENT AMERICAS INC | 170.00 +170.0 (+100.0%) | 2.8K +2.8K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD16.35 +0.0% | 1 qtrs NEW |
| 73 | OPTIVER HOLDING B.V. | 158.00 -180.0 (-53.3%) | 2.6K -2.4K (-48.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD14.70 +11.2% | 2 qtrs — |
| 74 | FEDERATED HERMES, INC. | 130.00 +— (+0.0%) | 2.1K +215.0 (+11.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.84 +18.1% | 3 qtrs — |
| 75 | COVESTOR LTD | 147.00 -37.0 (-20.1%) | 2.0K -1.0K (-33.3%) | 0.00% 0.000 pp | 0.00% -0.001 pp | USD11.32 +44.4% | 8 qtrs — |
| 76 | PNC FINANCIAL SERVICES GROUP, INC. | 62.00 -11.0 (-15.1%) | 1.0K -59.0 (-5.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.60 +20.2% | 4 qtrs — |
| 77 | ROTHSCHILD INVESTMENT LLC | 23.00 +3.0 (+15.0%) | 376.00 +82.0 (+27.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.52 +20.9% | 5 qtrs — |
| 78 | IFP ADVISORS, INC | 12.00 +3.0 (+33.3%) | 196.00 +64.0 (+48.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.08 +8.4% | 5 qtrs — |
| 79 | TRUE WEALTH DESIGN, LLC | 10.00 +1.0 (+11.1%) | 164.00 +31.0 (+23.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.60 +20.2% | 4 qtrs — |
| 80 | EVERSOURCE WEALTH ADVISORS, LLC | 8.00 +2.0 (+33.3%) | 131.00 +43.0 (+48.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.00 +9.0% | 2 qtrs — |
| 81 | SRS CAPITAL ADVISORS, INC. | — -179.0 (-100.0%) | — -2.6K (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 82 | C M BIDWELL & ASSOCIATES LTD | — -42.0 (-100.0%) | — -617.0 (-100.0%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD— | 6 qtrs SOLD |
| 83 | HRT FINANCIAL LP | — -10.5K (-100.0%) | — -153.0K (-100.0%) | 0.00% -0.046 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 84 | FIRST TRUST ADVISORS LP | — -13.2K (-100.0%) | — -194.6K (-100.0%) | 0.00% -0.058 pp | 0.00% 0.000 pp | USD— | 5 qtrs SOLD |
| 85 | FRANKLIN RESOURCES INC | — -13.1K (-100.0%) | — -191.9K (-100.0%) | 0.00% -0.058 pp | 0.00% +0.000 pp | USD— | 3 qtrs SOLD |
| 86 | ALLWORTH FINANCIAL LP | — -1.0 (-100.0%) | — -15.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 3 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.24% | 599.0K | 0.12% |
| 2 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.19% | 176.1K | 0.63% |
| 3 | iShares Micro-Cap ETF IWC | 0.09% | 1.35M | 0.60% |
| 4 | iShares Russell 2000 Value ETF IWN | 0.03% | 3.83M | 0.24% |
| 5 | Vanguard Russell 2000 Value ETF VTWV | 0.02% | 299.0K | 0.06% |
| 6 | Avantis U.S. Small Cap Equity ETF AVSC | 0.02% | 633.7K | 0.25% |
| 7 | Dimensional - US Targeted Value ETF DFAT | 0.02% | 2.47M | 0.28% |
| 8 | U.S. Micro Cap Portfolio ETF DFMC | 0.02% | 1.32M | 0.43% |
| 9 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.01% | 38.1K | 0.39% |
| 10 | Avantis U.S. Small Cap Value ETF AVUV | 0.01% | 3.79M | 0.25% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2030-10-23 | Cintron Marlene | Director | — | — | Premium Stock Options | 3,000 | 16.98 | 50.9K | 0 | D | ↗ |
| 2029-10-23 | Cintron Marlene | Director | — | — | Premium Stock Options | 3,000 | 16.69 | 50.1K | 0 | D | ↗ |
| 2028-10-23 | Cintron Marlene | Director | — | — | Premium Stock Options | 3,000 | 16.40 | 49.2K | 0 | D | ↗ |
| 2027-10-23 | Cintron Marlene | Director | — | — | Premium Stock Options | 3,000 | 16.12 | 48.4K | 0 | D | ↗ |
| 2026-10-23 | Cintron Marlene | Director | — | — | Non-Premium Stock Options | 15,000 | 14.39 | 215.9K | 0 | D | ↗ |
| 2026-03-26 | Cintron Marlene | Director | — | — | Common Stock | 0 | 0.00 | — | 500 | I | ↗ |
| 2026-02-11 | Kouzilos Ioannis | Officer | S-Sale | D | Comnmon Stock | 10,929 | 16.81 | 183.7K | 37,077 | D | ↗ |
| 2026-02-09 | DeLeon Melissa Antonia | Officer | A-Award | A | Premium Stock Options | 1,000 | 19.23 | 19.2K | 1,000 | D | ↗ |
| 2026-02-09 | Campiz Betty Yolainy | Officer | A-Award | A | Premium Stock Options | 2,500 | 19.91 | 49.8K | 2,500 | D | ↗ |
| 2026-02-04 | DeLeon Melissa Antonia | Officer | — | — | Non-Premium Stock Options | 5,000 | 13.31 | 66.6K | 0 | D | ↗ |
| 2026-02-04 | Campiz Betty Yolainy | Officer | — | — | Non-Premium Stock Options | 20,000 | 13.31 | 266.2K | 0 | D | ↗ |
| 2026-01-22 | Vaccaro Sergio Javier | Officer | A-Award | A | Premium Stock Optins | 2,000 | 19.58 | 39.2K | 2,000 | D | ↗ |
| 2026-01-22 | Tsavaris Steven | Director / Officer | A-Award | A | Common Stock | 15,000 | 0.00 | — | 531,491 | D | ↗ |
| 2026-01-22 | NAUDON CARLOS P | Director / Officer | A-Award | A | Stock options | 7,500 | 16.88 | 126.6K | 7,500 | D | ↗ |
| 2026-01-22 | Marquez Madeline V. | Officer | A-Award | A | Premium Stock Options | 1,000 | 19.24 | 19.2K | 1,000 | D | ↗ |
| 2026-01-22 | Kouzilos Ioannis | Officer | A-Award | A | Common Stock | 5,000 | 0.00 | — | 37,077 | D | ↗ |
| 2026-01-22 | Gonzalez Luis Gerardo Jr. | Officer | A-Award | A | Premium Stock Options | 500 | 18.91 | 9.5K | 500 | D | ↗ |
| 2026-01-22 | DeLeon Melissa Antonia | Officer | — | — | Common Stock | 0 | 0.00 | — | 6,512 | I | ↗ |
| 2026-01-22 | Campiz Betty Yolainy | Officer | — | — | Common Stock | 0 | 0.00 | — | 7,962 | I | ↗ |
| 2025-12-07 | Marquez Madeline V. | Officer | F-InKind | D | Common Stock | 121 | 15.72 | 1.9K | 3,676 | D | ↗ |
| 2025-02-04 | Vaccaro Sergio Javier | Officer | A-Award | A | Non-Premium Stock Options | 20,000 | 13.31 | 266.2K | 20,000 | D | ↗ |
| 2025-02-04 | Marquez Madeline V. | Officer | A-Award | A | Non-Premium Stock Options | 5,000 | 13.31 | 66.6K | 5,000 | D | ↗ |
| 2025-02-04 | Kouzilos Ioannis | Officer | A-Award | A | Common Stock | 5,000 | 0.00 | — | 32,077 | D | ↗ |
| 2025-02-04 | Gonzalez Luis Gerardo Jr. | Officer | A-Award | A | Non-Premium Stock Options | 20,000 | 13.31 | 266.2K | 20,000 | D | ↗ |
| 2024-12-09 | Marquez Madeline V. | Officer | F-InKind | D | Common Stock | 121 | 12.98 | 1.6K | 3,797 | D | ↗ |
| 2024-12-07 | Campiz Betty Yolainy | Officer | — | — | Non-Premium Stock Options | 20,000 | 10.33 | 206.6K | 0 | D | ↗ |
| 2024-12-04 | Marquez Madeline V. | Officer | F-InKind | D | Common Stock | 252 | 13.17 | 3.3K | 3,918 | D | ↗ |
| 2023-12-07 | Vaccaro Sergio Javier | Officer | A-Award | A | Premium Stock Options | 3,000 | 10.33 | 31.0K | 3,000 | — | ↗ |
| 2023-12-07 | Tsavaris Steven | Director / Officer | A-Award | A | Premium Stock Options | 24,000 | 10.33 | 247.9K | 24,000 | — | ↗ |
| 2023-12-07 | Perez James | Director | A-Award | A | Premium Stock Options | 3,000 | 11.08 | 33.2K | 15,000 | — | ↗ |
| 2023-12-07 | Perez Frank | Officer | A-Award | A | Premium Stock Options | 500 | 10.52 | 5.3K | 1,000 | — | ↗ |
| 2023-12-07 | NAUDON CARLOS P | Director / Officer | A-Award | A | Premium Stock Options | 24,000 | 10.33 | 247.9K | 24,000 | — | ↗ |
| 2023-12-07 | Marquez Madeline V. | Officer | A-Award | A | Premium Stock Options | 1,000 | 10.33 | 10.3K | 1,000 | — | ↗ |
| 2023-12-07 | Macias Elizabeth | Officer | A-Award | A | Stock Options | 2,500 | 10.33 | 25.8K | 2,500 | — | ↗ |
| 2023-12-07 | Lugo Nick R. | Director | A-Award | A | Premium Stock Option | 3,000 | 10.33 | 31.0K | 3,000 | — | ↗ |
| 2023-12-07 | Lagoudis Michael J. | Officer | A-Award | A | Premium Stock Options | 1,000 | 10.33 | 10.3K | 1,000 | — | ↗ |
| 2023-12-07 | Kouzilos Ioannis | Officer | A-Award | A | Common Stock | 8,333 | 10.33 | 86.1K | 27,077 | — | ↗ |
| 2023-12-07 | Gurman Julio | Director | A-Award | A | Premium Stock Options | 3,000 | 10.52 | 31.6K | 6,000 | — | ↗ |
| 2023-12-07 | Gonzalez Luis Gerardo Jr. | Officer | A-Award | A | Premium Stock Options | 5,000 | 10.33 | 51.7K | 5,000 | — | ↗ |
| 2023-12-07 | Feldman William | Director | A-Award | A | Common Stock | 28,530 | 10.33 | 294.7K | 87,810 | — | ↗ |
| 2023-12-07 | Demetriou James C. | Director | A-Award | A | Common Stock | 28,530 | 10.33 | 294.7K | 131,509 | — | ↗ |
| 2023-12-07 | Alvarez Maria | Director | A-Award | A | Premium Stock Option | 3,000 | 10.33 | 31.0K | 3,000 | — | ↗ |
| 2023-12-04 | Marquez Madeline V. | Officer | F-InKind | D | Common Stock | 246 | 9.15 | 2.3K | 2,504 | — | ↗ |
| 2023-07-24 | Lagoudis Michael J. | Officer | F-InKind | D | Common Stock | 321 | 9.40 | 3.0K | 18,876 | — | ↗ |
| 2023-05-02 | NAUDON CARLOS P | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 6.82 | 34.1K | 89,659 | — | ↗ |
| 2023-04-01 | DeLeon Melissa Antonia | Officer | — | — | Non-Premium Stock Options | 4,883 | 10.44 | 51.0K | 0 | D | ↗ |
| 2023-04-01 | Campiz Betty Yolainy | Officer | — | — | Non-Premium Stock Options | 3,122 | 10.44 | 32.6K | 0 | D | ↗ |
| 2023-03-13 | NAUDON CARLOS P | Director / Officer | P-Purchase | A | Common Stock | 7,500 | 7.23 | 54.2K | 84,659 | — | ↗ |
| 2023-03-10 | Tsavaris Steven | Director / Officer | P-Purchase | A | Common Stock | 4,700 | 8.58 | 40.3K | 305,015 | — | ↗ |
| 2023-03-10 | NAUDON CARLOS P | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 8.23 | 41.2K | 77,159 | — | ↗ |
| 2023-03-10 | Gonzalez Luis Gerardo Jr. | Officer | P-Purchase | A | Common Stock | 613 | 8.16 | 5.0K | 1,919 | — | ↗ |
| 2023-03-07 | NAUDON CARLOS P | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 8.99 | 45.0K | 72,159 | — | ↗ |
| 2023-02-09 | Gonzalez Luis Gerardo Jr. | Officer | P-Purchase | A | Common | 1,081 | 9.25 | 10.0K | 1,306 | — | ↗ |
| 2023-02-03 | NAUDON CARLOS P | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 9.42 | 94.2K | 67,159 | — | ↗ |
| 2022-12-08 | Rodriguez David | Officer | S-Sale | D | Common Stock | 323 | 9.84 | 3.2K | 3,111 | — | ↗ |
| 2022-12-05 | Marquez Madeline V. | Officer | F-InKind | D | Common Stock | 245 | 9.86 | 2.4K | 2,750 | — | ↗ |
| 2022-07-23 | Lagoudis Michael J. | Officer | F-InKind | D | Common stock | 1,731 | 9.31 | 16.1K | 19,197 | — | ↗ |
| 2022-06-13 | Alvarez Maria | Director | P-Purchase | A | Common Stock | 1,091 | 9.16 | 10.0K | 44,063 | — | ↗ |
| 2022-06-06 | Vaccaro Sergio Javier | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-06-06 | NAUDON CARLOS P | Officer | P-Purchase | A | Common Stock | 1,500 | 9.53 | 14.3K | 247,267 | — | ↗ |
| 2022-06-06 | Lugo Nick R. | Director | P-Purchase | A | Common Stock | 1,046 | 9.55 | 10.0K | 99,025 | — | ↗ |
| 2022-06-06 | Gonzalez Luis Gerardo Jr. | Officer | P-Purchase | A | Common Stock | 225 | 9.51 | 2.1K | 225 | — | ↗ |
| 2022-06-03 | Tsavaris Steven | Officer | P-Purchase | A | Common Stock | 2,000 | 9.56 | 19.1K | 300,315 | — | ↗ |
| 2022-05-09 | Gonzalez Luis Gerardo Jr. | Officer | P-Purchase | A | Common Stock | 107 | 9.29 | 994.03 | 107 | — | ↗ |
| 2022-04-01 | Tsavaris Steven | Officer | A-Award | A | Common Stock | 16,277 | 0.00 | — | 298,315 | — | ↗ |
| 2022-04-01 | Perez James | Director | A-Award | A | Common Stock | 4,651 | 0.00 | — | 34,651 | — | ↗ |
| 2022-04-01 | Perez Frank | Officer | A-Award | A | Common Stock | 7,906 | 0.00 | — | 47,673 | — | ↗ |
| 2022-04-01 | NAUDON CARLOS P | Officer | A-Award | A | Common Stock | 16,277 | 0.00 | — | 245,767 | — | ↗ |
| 2022-04-01 | Lugo Nick R. | Director | A-Award | A | Common Stock | 4,651 | 0.00 | — | 97,979 | — | ↗ |
| 2022-04-01 | Kouzilos Ioannis | Officer | A-Award | A | Stock Options | 4,833 | 10.44 | 50.5K | 4,833 | — | ↗ |
| 2022-04-01 | Gurman Julio | Director | A-Award | A | Common Stock | 4,651 | 0.00 | — | 46,123 | — | ↗ |
| 2022-04-01 | Gonzalez Luis Gerardo Jr. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-04-01 | Feldman William | Director | A-Award | A | Common Stock | 4,651 | 0.00 | — | 59,280 | — | ↗ |
| 2022-04-01 | Demetriou James C. | Director | A-Award | A | Common Stock | 4,651 | 0.00 | — | 102,979 | — | ↗ |
| 2022-04-01 | Alvarez Maria | Director | A-Award | A | Stock Options | 13,952 | 10.44 | 145.7K | 13,952 | — | ↗ |
| 2022-03-17 | Perez James | Director | — | D | Common Stock | 0 | 0.00 | — | 30,000 | — | ↗ |
| 2022-02-16 | Tsavaris Steven | Director / Officer | — | I | Common Stock | 0 | 0.00 | — | 27,904 | — | ↗ |
| 2022-02-16 | Perez Frank | Officer | — | D | Common Stock | 0 | 0.00 | — | 39,767 | — | ↗ |
| 2022-02-16 | NAUDON CARLOS P | Director / Officer | — | I | Common Stock | 0 | 0.00 | — | 52,159 | — | ↗ |
| 2022-02-16 | Marquez Madeline V. | Officer | — | I | Common Stock | 0 | 0.00 | — | 2,694 | — | ↗ |
| 2022-02-16 | Lugo Nick R. | Director | — | D | Common Stock | 0 | 0.00 | — | 93,328 | — | ↗ |
| 2022-02-16 | Gurman Julio | Director | — | D | Common Stock | 0 | 0.00 | — | 41,472 | — | ↗ |
| 2022-02-16 | Feldman William | Director | — | I | Common Stock | 0 | 0.00 | — | 7,820 | — | ↗ |
| 2022-02-16 | Demetriou James C. | Director | — | D | Common Stock | 0 | 0.00 | — | 98,328 | — | ↗ |
| 2022-02-16 | Alvarez Maria | Director | — | I | Common Stock | 0 | 0.00 | — | 1,430 | — | ↗ |
| 2022-01-31 | Alvarez Maria | Director | — | D | Stock Options | 12,442 | 9.27 | 115.3K | 0 | — | ↗ |
| 2022-01-27 | Tsavaris Steven | Director / Officer | — | I | Common Stock | 0 | 0.00 | — | 8,318 | — | ↗ |
| 2022-01-27 | Rodriguez David | Officer | — | I | Common Stock | 0 | 0.00 | — | 5,206 | — | ↗ |
| 2022-01-27 | Perez Frank | Officer | — | D | Common Stock | 0 | 0.00 | — | 39,767 | — | ↗ |
| 2022-01-27 | NAUDON CARLOS P | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 229,490 | — | ↗ |
| 2022-01-27 | Marquez Madeline V. | Officer | — | I | Common Stock | 0 | 0.00 | — | 2,694 | — | ↗ |
| 2022-01-27 | Macias Elizabeth | Officer | — | I | Common Stock | 0 | 0.00 | — | 5,677 | — | ↗ |
| 2022-01-27 | Lugo Nick R. | Director | — | D | Common Stock | 0 | 0.00 | — | 93,328 | — | ↗ |
| 2022-01-27 | Lagoudis Michael J. | Officer | — | D | Common Stock | 0 | 0.00 | — | 20,928 | — | ↗ |
| 2022-01-27 | Kouzilos Ioannis | Officer | — | D | Common Stock | 0 | 0.00 | — | 18,744 | — | ↗ |
| 2022-01-27 | Gurman Julio | Director | — | I | Common Stock | 0 | 0.00 | — | 51,856 | — | ↗ |
| 2022-01-27 | Feldman William | Director | — | I | Common Stock | 0 | 0.00 | — | 13,107 | — | ↗ |
| 2022-01-27 | Demetriou James C. | Director | — | D | Common Stock | 0 | 0.00 | — | 98,328 | — | ↗ |
| 2022-01-27 | Alvarez Maria | Director | — | D | Common Stock | 0 | 0.00 | — | 42,972 | — | ↗ |
| 2021-12-07 | Rodriguez David | Officer | S-Sale | D | Common Stock | 183 | 14.62 | 2.7K | 2,460 | — | ↗ |
| 2021-12-03 | Tsavaris Steven | Director / Officer | — | D | Stock Options | 62,209 | 9.15 | 569.2K | 0 | — | ↗ |
| 2021-05-21 | Campiz Betty Yolainy | Officer | — | — | Non-Premium Stock Options | 13,952 | 6.20 | 86.5K | 0 | D | ↗ |
| 2020-12-08 | Rodriguez David | Officer | S-Sale | D | Common Stock | 3 | 10.60 | 31.80 | 2,643 | — | ↗ |
| 2020-12-08 | Kouzilos Ioannis | Officer | S-Sale | D | Common Stock | 4 | 10.60 | 42.40 | 13,435 | — | ↗ |
| 2020-12-07 | Rodriguez David | Officer | S-Sale | D | Common Stock | 185 | 10.93 | 2.0K | 2,646 | — | ↗ |
| 2020-12-07 | Kouzilos Ioannis | Officer | S-Sale | D | Common Stock | 1,136 | 10.93 | 12.4K | 13,439 | — | ↗ |
| 2020-12-04 | Perez Frank | Officer | — | D | Stock Options | 41,856 | 9.15 | 383.0K | 0 | — | ↗ |
| 2020-11-23 | Kouzilos Ioannis | Officer | S-Sale | D | Common Stock | 1,000 | 10.83 | 10.8K | 14,575 | — | ↗ |
| 2020-07-23 | Lagoudis Michael J. | Officer | A-Award | A | Common Stock | 15,000 | 10.05 | 150.8K | 15,000 | — | ↗ |
| 2020-07-10 | Lagoudis Michael J. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-06-11 | Tsavaris Steven | Director / Officer | A-Award | A | Common Stock | 2,020 | 9.79 | 19.8K | 180,647 | — | ↗ |
| 2019-12-31 | Romero Manuel A. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-12-04 | Rodriguez David | Officer | F-InKind | D | Common Stock | 167 | 14.26 | 2.4K | 2,833 | — | ↗ |
| 2019-12-04 | NAUDON CARLOS P | Director / Officer | — | D | Stock Options | 62,209 | 12.77 | 794.4K | 0 | — | ↗ |
| 2019-12-04 | Lugo Nick R. | Director | — | D | Stock Options | 12,442 | 9.15 | 113.8K | 0 | — | ↗ |
| 2019-12-04 | Gurman Julio | Director | — | D | Stock Options | 12,442 | 12.77 | 158.9K | 0 | — | ↗ |
| 2019-12-04 | Feldman William | Director | — | D | Stock Options | 12,442 | 12.77 | 158.9K | 0 | — | ↗ |
| 2019-12-04 | Demetriou James C. | Director | — | D | Stock Options | 12,442 | 9.15 | 113.8K | 0 | — | ↗ |
| 2018-12-04 | Tsavaris Steven | Officer | A-Award | A | Stock Options | 44,588 | 12.77 | 569.4K | 44,588 | — | ↗ |
| 2018-12-04 | Romero Manuel A. | Director | A-Award | A | Common Stock | 8,918 | 12.77 | 113.9K | 8,918 | — | ↗ |
| 2018-12-04 | Rodriguez David | Officer | A-Award | A | Common Stock | 2,500 | 0.00 | — | 3,000 | — | ↗ |
| 2018-12-04 | Perez Frank | Officer | A-Award | A | Common Stock | 25,000 | 0.00 | — | 26,353 | — | ↗ |
| 2018-12-04 | Lugo Nick R. | Director | A-Award | A | Stock Options | 8,918 | 12.77 | 113.9K | 8,918 | — | ↗ |
| 2018-12-04 | Kouzilos Ioannis | Officer | A-Award | A | Common Stock | 15,000 | 0.00 | — | 15,575 | — | ↗ |
| 2018-12-04 | Feldman William | Director | A-Award | A | Common Stock | 29,725 | 0.00 | — | 31,988 | — | ↗ |
| 2018-11-27 | Kouzilos Ioannis | Officer | P-Purchase | A | Common Stock | 300 | 12.95 | 3.9K | 575 | — | ↗ |
| 2018-09-13 | Romero Manuel A. | Director | P-Purchase | D | Common Stock | 89 | 15.00 | 1.3K | 7,085 | — | ↗ |
| 2018-09-12 | Romero Manuel A. | Director | P-Purchase | D | Common Stock | 3,293 | 15.06 | 49.6K | 6,996 | — | ↗ |
| 2018-09-12 | Perez Frank | Officer | P-Purchase | A | Common Stock | 977 | 14.78 | 14.4K | 1,353 | — | ↗ |
| 2018-09-11 | Romero Manuel A. | Director | P-Purchase | D | Common Stock | 448 | 14.93 | 6.7K | 648 | — | ↗ |
| 2018-09-11 | Perez Frank | Officer | P-Purchase | A | Common Stock | 376 | 14.95 | 5.6K | 376 | — | ↗ |
| 2018-06-01 | Kouzilos Ioannis | Officer | P-Purchase | A | Common Stock | 275 | 15.95 | 4.4K | 275 | — | ↗ |
| 2017-09-29 | Tsavaris Steven | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 30,000 | — | ↗ |
| 2017-09-29 | Romero Manuel A. | Director | — | D | Common Stock | 0 | 0.00 | — | 200 | — | ↗ |
| 2017-09-29 | Rodriguez David | Officer | — | D | Common Stock | 0 | 0.00 | — | 500 | — | ↗ |
| 2017-09-29 | Perez Frank | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2017-09-29 | Lugo Nick R. | Director | — | I | Common Stock | 0 | 0.00 | — | 20,000 | — | ↗ |
| 2017-09-29 | Kouzilos Ioannis | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2017-09-29 | Feldman William | Director | — | D | Common Stock | 0 | 0.00 | — | 12,737 | — | ↗ |
| 2008-01-14 | BRANDT RICHARD PAUL | Director | A-Award | A | PRESIDENTIAL REALTY CORP. CLASS B COMMON | 1,000 | 5.92 | 5.9K | 16,000 | — | ↗ |
| 2007-01-14 | BRANDT RICHARD PAUL | Director | A-Award | A | PRESIDENTIAL REALTY CORP. CLASS B COMMON | 1,000 | 6.95 | 7.0K | 15,000 | — | ↗ |
| 2006-01-20 | BRANDT RICHARD PAUL | Director | A-Award | A | PRESIDENTIAL REALTY CORP. CLASS B COMMON | 1,000 | 7.64 | 7.6K | 14,000 | — | ↗ |
| 2006-01-12 | BARUCH STEVEN | Officer | J-Other | A | PRESIDENTIAL REALTY CORP. CLASS B COMMON | 6,750 | 0.00 | — | 32,827 | — | ↗ |
| 2005-08-22 | BARUCH STEVEN | Officer / 10% Owner | P-Purchase | A | Presidential Realty Corp. Class B Common | 2,334 | 8.00 | 18.7K | 26,077 | — | ↗ |
| 2005-07-26 | BRANDT RICHARD PAUL | Director | A-Award | A | PRESIDENTIAL REALTY CORP. CLASS B COMMON | 1,000 | 8.35 | 8.4K | 13,000 | — | ↗ |
| 2004-01-15 | BRANDT RICHARD PAUL | Director | A-Award | A | PRESIDENTIAL REALTY CORP. CLASS B COMMON | 1,000 | 7.61 | 7.6K | 12,000 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Steven A. Tsavaris, Executive Chairman | — | — | — | — | — | — | — | — | ↗ |
| 2 | 2025 | Carlos P. Naudon, President and Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 3 | 2025 | Sergio J. Vaccaro, Executive Vice President and Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 4 | 2024 | Carlos P. Naudon, President and Chief Executive Officer | 610.6K | 325.0K | — | — | — | 250.0K | 1.19M | 0.00% | ↗ |
| 5 | 2024 | Steven A. Tsavaris, Executive Chairman | 660.0K | 350.0K | — | — | — | 126.6K | 1.14M | 0.00% | ↗ |
| 6 | 2024 | Sergio J. Vaccaro, Executive Vice President and Chief Financial Officer | 376.0K | 117.5K | — | — | — | 53.9K | 547.4K | 0.00% | ↗ |
| 7 | 2024 | Carlos P. Naudon, President and Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 8 | 2024 | Sergio J. Vaccaro, Executive Vice President and Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 9 | 2024 | Steven A. Tsavaris, Executive Chairman | — | — | — | — | — | — | — | — | ↗ |
| 10 | 2023 | Carlos P. Naudon, President and Chief Executive Officer | 605.0K | 250.0K | 2.01M | 483.6K | — | 297.6K | 3.65M | 68.38% | ↗ |
| 11 | 2023 | Steven A. Tsavaris, Executive Chairman | 660.0K | 300.0K | 2.01M | 483.6K | — | 131.4K | 3.58M | 69.55% | ↗ |
| 12 | 2023 | Sergio J. Vaccaro, Executive Vice President and | 363.4K | 80.0K | 332.5K | 60.5K | — | 43.8K | 880.1K | 44.65% | ↗ |
| 13 | 2023 | Sergio J. Vaccaro, Executive Vice President and Chief Financial Officer | 363.4K | 80.0K | 332.5K | 60.5K | — | 36.6K | 872.9K | 45.02% | ↗ |
| 14 | 2022 | Carlos P. Naudon, President and Chief Executive Officer | 605.0K | 250.0K | 169.9K | — | — | 293.1K | 1.32M | 12.89% | ↗ |
| 15 | 2022 | Steven A. Tsavaris, Executive Chairman | 660.0K | 250.0K | 169.9K | — | — | 128.4K | 1.21M | 14.06% | ↗ |
| 16 | 2022 | Frank Perez, Executive Vice President and Chief Investor Relations Officer | 293.1K | 32.5K | 82.5K | — | — | 44.8K | 452.9K | 18.22% | ↗ |
| 17 | 2022 | Sergio J. Vaccaro, Executive Vice President and | 195.0K | 25.0K | — | — | — | 163.00 | 220.2K | 0.00% | ↗ |
| 18 | 2021 | Carlos P. Naudon, President and Chief Executive Officer | 612.4K | 275.0K | — | — | — | 303.3K | 1.19M | 0.00% | ↗ |
| 19 | 2021 | Steven A. Tsavaris, Executive Chairman | 668.0K | 225.0K | — | — | — | 251.7K | 1.14M | 0.00% | ↗ |
| 20 | 2021 | Frank Perez, Executive Vice President and Chief Financial Officer | 272.2K | 35.0K | — | — | — | 56.9K | 364.1K | 0.00% | ↗ |
| 21 | 2021 | Frank Perez, Executive Vice President and Chief Investor Relations Officer | 272.2K | 35.0K | — | — | — | 56.9K | 364.1K | 0.00% | ↗ |
| 22 | 2020 | Carlos P. Naudon, President and Chief Executive Officer | 605.0K | 275.6K | — | — | — | 182.0K | 1.06M | 0.00% | ↗ |
| 23 | 2020 | Steven A. Tsavaris, Executive Chairman | 660.0K | 225.6K | — | — | — | 124.9K | 1.01M | 0.00% | ↗ |
| 24 | 2020 | Frank Perez, Executive Vice President and Chief Financial Officer | 264.9K | 35.6K | — | — | — | 47.9K | 348.4K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Carlos Naudon | President, Chief Executive Officer & Director | 2M | male |
| Steven A. Tsavaris | Executive Chairman of the Board | 1M | male |
| Sergio Vaccaro | Executive Vice President & Chief Financial Officer | 592.6K | male |
| Frank Perez | Executive Vice President & Chief Investor Relations Officer | 370.4K | male |
| Madeline V. Marquez | Executive VP & Chief External Affairs Officer | — | female |
| Melissa Antonia DeLeon | Executive VP & Chief Human Resources Officer | — | female |
| Michael Lagoudis | Senior Vice President | — | male |
| Luis Gerardo Gonzalez Jr. | Executive Vice President & Chief Operating Officer | — | male |
| David Rodriguez | Chief Relationship Manager & Senior Vice President | — | male |
| Ioannis Kouzilos | Executive Vice President & Chief Lending Officer | — | male |
| Betty Yolainy Campiz | Executive VP & Chief Banking Officer | — | female |
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Community Opinion for PDLB
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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