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Patriot National Bancorp, Inc. (PNBK)

USD1.20 +0.00 (+0.00%)
US NASDAQ Financial Services Banks - Regional
Address 900 Bedford Street 6901
Stamford, CT, US
CEO Steven Alan Sugarman
IPO 1994-08-31
CIK 1098146 ISIN US70336F2039

Explore sections of this company profile

Description

Patriot National Bancorp, Inc. functions as the parent company for Patriot Bank, N.A., providing a full spectrum of community banking solutions. Its services cater to individuals, small and medium-sized businesses, and professionals. The bank offers a diverse range of deposit products, including standard checking accounts, interest-bearing negotiable order of withdrawal (NOW) accounts, money market accounts, savings accounts, and prepaid deposit accounts. Specialized options like online national money market accounts, individual retirement accounts (IRAs), and health savings accounts (HSAs) are also available, alongside certificate of deposit account registry service (CDARS). In terms of lending, Patriot National Bancorp's portfolio comprises commercial real estate loans, business loans (including Small Business Administration-backed options), construction financing, purchased residential real estate mortgages, and various consumer loan products. Beyond core banking, the company facilitates automated clearing house (ACH) transfers, lockbox services, comprehensive internet banking with bill payment capabilities, remote deposit capture, debit cards, money orders, traveler's checks, and automated teller machine (ATM) access. The company operates nine physical branches: eight are located across Fairfield and New Haven Counties in Connecticut, with an additional branch in Westchester County, New York. Founded in 1994, Patriot National Bancorp, Inc. is headquartered in Stamford, Connecticut.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD1.20 +0.00 (+0.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
504.9K
Beta
-0.66
Float Shares
73.78M
Free Float %
63.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.46% -5.31% -21.32% -23.57% -2.73% -41.21% -81.58% -85.14% -87.76% -92.17% -98.41%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
1.20
DCF (Unlevered) 2.09 +74.2%
DCF (Levered) 2.16 +79.7%

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.

Ratings Trend (MoM) 100% Bullish
Rating 2024-11 Change
Strong Buy 1 0
Buy 0 0
Hold 0 -1
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
0.99
Distress
Piotroski F-Score
2 / 9
Weak
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
  • Revenue growth
    -4.0% Q1'26: +18.4% (vs Q1'25)
  • EPS growth
    +98.4% Q1'26: +66.7% (vs Q1'25)
  • FCF margin
    Q1'26: -16.2% (vs Q1'25)
  • EBIT margin
    Q1'26: -9.7% (vs Q1'25)
  • ROIC
    Q1'26: +5.3% (vs Q1'25)
  • Share dilution
    +1,860.9% Q1'26: +90.3% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: -4.33× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* 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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (-0.63) × ERP
WACC = 84% × Ke + 16% × Kd (174.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 2.09 Current price: 1.20
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
41.91M
est: 29.50M (+42.1%)
45.97M
est: 30.20M (+52.2%)
39.71M
est: 33.40M (+18.9%)
36.64M
est: 55.23M (-33.7%)
47.38M
est: 60.96M (-22.3%)
64.70M
est: 71.59M (-9.6%)
58.16M
est: 29.50M (+97.1%)
29.50M
29.50M – 29.50M
+0.0% YoY
29.50M
29.50M – 29.50M
+0.0% YoY
30.20M
30.20M – 30.20M
+2.4% YoY
33.40M
33.40M – 33.40M
+10.6% YoY
EBITDA
5.62M
est: 19.48M (-71.1%)
-2.03M
est: 24.28M (-108.3%)
-2.56M
est: 25.42M (-110.1%)
6.65M
est: 28.61M (-76.8%)
9.23M
est: 32.69M (-71.8%)
-4.28M
est: 38.92M (-111.0%)
-11.46M
est: -770.2K (-1,388.4%)
-770.2K
-770.2K – -770.2K
+0.0% YoY
-770.2K
-770.2K – -770.2K
+0.0% YoY
-788.5K
-788.5K – -788.5K
-2.4% YoY
-872.1K
-872.1K – -872.1K
-10.6% YoY
EBIT
4.09M
est: -926.4K (+541.1%)
-3.72M
est: -948.4K (-291.8%)
-4.16M
est: -1.05M (-296.2%)
5.01M
est: -1.73M (+389.0%)
7.76M
est: -1.91M (+505.2%)
-5.63M
est: -2.25M (-150.6%)
-12.65M
est: -1.59M (-694.5%)
-1.59M
-1.59M – -1.59M
+0.0% YoY
-1.59M
-1.59M – -1.59M
+0.0% YoY
-1.63M
-1.63M – -1.63M
-2.4% YoY
-1.80M
-1.80M – -1.80M
-10.6% YoY
Net Income
3.20M
est: 3.18M (+0.4%)
-2.82M
est: 2.88M (-197.7%)
-3.82M
est: 3.09M (-223.6%)
5.09M
est: 3.67M (+38.6%)
6.16M
est: 4.41M (+39.6%)
-4.18M
est: 5.42M (-177.1%)
-12.71M
est: 111.72M (-111.4%)
111.72M
111.72M – 111.72M
+0.0% YoY
111.72M
111.72M – 111.72M
+0.0% YoY
50.00M
50.00M – 50.00M
-55.2% YoY
78.90M
78.90M – 78.90M
+57.8% YoY
SGA
13.40M
est: 16.53M (-18.9%)
15.66M
est: 20.02M (-21.8%)
15.06M
est: 20.98M (-28.2%)
11.60M
est: 23.50M (-50.6%)
16.01M
est: 26.72M (-40.1%)
18.14M
est: 31.64M (-42.7%)
23.00M
est: 9.66M (+138.1%)
9.66M
9.66M – 9.66M
+0.0% YoY
9.66M
9.66M – 9.66M
+0.0% YoY
9.89M
9.89M – 9.89M
+2.4% YoY
10.94M
10.94M – 10.94M
+10.6% YoY
EPS
0.78
est: 1.43 (-45.5%)
-0.72
est: 0.64 (-212.5%)
-0.97
est: 1.01 (-196.0%)
1.29
est: 2.07 (-37.5%)
1.56
est: 2.39 (-34.6%)
-1.05
est: 2.86 (-136.7%)
-0.16
est: 1.43 (-111.2%)
1.43
1.43 – 1.43
+0.0% YoY
1.43
1.43 – 1.43
+0.0% YoY
0.64
0.64 – 0.64
-55.2% YoY
1.01
1.01 – 1.01
+57.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 C+ 2/5 4/5 1/5 1/5 3/5 1/5 2/5
2026-05-11 C+ 2/5 4/5 1/5 1/5 3/5 1/5 2/5
2026-05-08 C+ 2/5 4/5 1/5 1/5 3/5 1/5 2/5
2026-05-07 C+ 2/5 4/5 1/5 1/5 3/5 1/5 2/5
2026-05-06 C+ 2/5 4/5 1/5 1/5 3/5 1/5 2/5
2026-05-05 C+ 2/5 4/5 1/5 1/5 3/5 1/5 2/5
2026-05-04 C+ 2/5 4/5 1/5 1/5 3/5 1/5 2/5
2026-05-01 C+ 2/5 4/5 1/5 1/5 3/5 1/5 2/5
2026-04-30 C+ 2/5 4/5 1/5 1/5 3/5 1/5 2/5
2026-04-29 C+ 2/5 4/5 1/5 1/5 3/5 1/5 2/5
2026-04-28 C+ 2/5 4/5 1/5 1/5 3/5 1/5 2/5
2026-04-27 C 2/5 4/5 1/5 1/5 2/5 1/5 2/5
2026-04-24 C 2/5 4/5 1/5 1/5 2/5 1/5 2/5
2026-04-23 C 2/5 4/5 1/5 1/5 2/5 1/5 2/5
2026-04-22 C 2/5 4/5 1/5 1/5 2/5 1/5 2/5
2026-04-21 C 2/5 4/5 1/5 1/5 2/5 1/5 2/5
2026-04-20 C 2/5 4/5 1/5 1/5 2/5 1/5 2/5
2026-04-17 C 2/5 4/5 1/5 1/5 2/5 1/5 2/5
2026-04-16 C 2/5 4/5 1/5 1/5 2/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-15.82M
OE per share TTM
-0.28
Owner's Yield
-18.92%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
61.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
16
Total invested
2.05M
Insider transactions (90d)
3
Beneficial owners (>5%)
19
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 HARVEY SANDLER 648.1K 13.70% 648.1K 648.1K IN UNITED STATES 2009-02-17
2 HARVEY SANDLER REVOCABLE TRUST 611.6K 12.90% 611.6K 611.6K OO FLORIDA 2009-02-17
3 Barry Lewis 473.1K 9.97% 473.1K 473.1K 10.00 IN United States 2009-03-27
4 Siguler Guff Advisers, LLC 460.6K 11.70% 460.6K 460.6K IA, OO Delaware 2021-05-03
5 2 427.7K 10.80% 427.7K 427.7K PN Delaware 2021-04-27
6 Gregory P. Ho 427.7K 10.80% 427.7K 427.7K IN Delaware 2021-04-27
7 John L. Steffens 427.7K 10.80% 427.7K 427.7K IN Delaware 2021-04-27
8 SMC HOLDINGS I G.P., LLC 427.7K 10.80% 427.7K 427.7K PN Delaware 2021-04-27
9 13-4064930 397.4K 10.10% 397.4K 397.4K IA Delaware 2021-12-10
10 Donald C. Opatrny 376.9K 8.30% 376.9K 376.9K 10.00 IN States of America 2006-10-06
11 Michael Weinbaum 360.0K 9.10% 17.9K 342.2K IN 2023-10-10
12 AFP Forty Six Corp. 342.2K 8.60% 342.2K CO 2023-10-10
13 2. 325.0K 8.20% 3.25M 325.0K IN U.S.A. 2015-05-08
14 Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but 285.9K 7.30% 285.9K 285.9K OO Delaware 2021-04-16
15 04-2683227 207.8K 4.36% 207.8K IA Massachusetts 2010-02-12
16 37-1406661 156.9K 3.30% 156.9K 156.9K PN Delaware 2010-02-12
17 Barry Lewis Revocable Living Trust 145.5K 3.07% 145.5K 145.5K 10.00 OO New York 2009-03-27
18 THE HARVEY & PHYLLIS SANDLER FOUNDATION, INC. 36.6K 0.80% 36.6K 36.6K CO FLORIDA 2009-02-17
19 Daniel Zwirn 0.00% IN U.S.A. 2017-02-16

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
16
-58 vs prev Q
New positions
3
Closed positions
61
Increased
5
Reduced
5
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 3.47M +841.4K (+32.1%) 6.31M +2.9M (+84.9%) 4.44% +1.077 pp 0.00% +0.000 pp USD1.56 +16.7% 3 qtrs
2 ANGEL OAK CAPITAL ADVISORS, LLC 3.29M +3.1M (+2,098.6%) 5.99M +5.8M (+2,978.0%) 4.21% +4.023 pp 8.71% +8.558 pp USD1.79 +1.7% 4 qtrs
3 2.9K +2.9K (+100.0%) 5.20M +5.2M (+100.0%) 0.00% +0.004 pp 0.00% +0.004 pp USD1.82 +0.0% 1 qtrs NEW
4 VANGUARD GROUP INC 1.77M +480.8K (+37.4%) 3.22M +1.5M (+92.3%) 2.26% +0.616 pp 0.00% +0.000 pp USD1.68 +8.3% 19 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 1.62M +412.6K (+34.1%) 2.95M +1.4M (+87.8%) 2.08% +0.528 pp 0.00% +0.000 pp USD1.67 +9.0% 13 qtrs
6 CURATED WEALTH PARTNERS LLC 881.3K -50.0K (-5.4%) 1.60M +393.3K (+32.5%) 1.13% -0.064 pp 0.17% +0.027 pp USD1.46 +24.7% 3 qtrs
7 NORTHERN TRUST CORP 797.7K +83.8K (+11.7%) 1.45M +523.8K (+56.4%) 1.02% +0.107 pp 0.00% +0.000 pp USD1.51 +20.5% 3 qtrs
8 RUSSELL INVESTMENTS GROUP, LTD. 684.0K +680.4K (+18,696.6%) 1.24M +1.2M (+26,219.2%) 0.88% +0.871 pp 0.00% +0.001 pp USD1.82 +0.0% 2 qtrs
9 STATE STREET CORP 661.5K +72.5K (+12.3%) 1.20M +438.2K (+57.2%) 0.85% +0.093 pp 0.00% +0.000 pp USD1.49 +22.1% 3 qtrs
10 MIRACLE MILE ADVISORS, LLC 434.7K +— (+0.0%) 791.2K +226.1K (+40.0%) 0.56% +0.000 pp 0.01% +0.003 pp USD1.52 +19.7% 3 qtrs
11 HIGHTOWER ADVISORS, LLC 295.0K -3.2K (-1.1%) 536.9K +149.3K (+38.5%) 0.38% -0.004 pp 0.00% +0.000 pp USD1.51 +20.5% 3 qtrs
12 AXXCESS WEALTH MANAGEMENT, LLC 213.3K +— (+0.0%) 388.3K +110.9K (+40.0%) 0.27% +0.000 pp 0.00% -0.002 pp USD1.52 +19.7% 3 qtrs
13 NUVEEN, LLC 208.9K +24.8K (+13.5%) 380.2K +140.9K (+58.9%) 0.27% +0.032 pp 0.00% +0.000 pp USD1.42 +28.2% 3 qtrs
14 LIDO ADVISORS, LLC 275.4K +— (+0.0%) 358.0K +— (+0.0%) 0.35% +0.000 pp 0.00% 0.000 pp USD1.52 +19.7% 3 qtrs
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 168.9K +42.8K (+33.9%) 307.4K +143.4K (+87.4%) 0.22% +0.055 pp 0.00% +0.000 pp USD1.57 +15.9% 3 qtrs
16 BANK OF NEW YORK MELLON CORP 140.1K +53.9K (+62.5%) 255.0K +142.9K (+127.6%) 0.18% +0.069 pp 0.00% +0.000 pp USD1.58 +15.2% 3 qtrs
17 RINKEY INVESTMENTS 121.8K +— (+0.0%) 221.7K +63.4K (+40.0%) 0.16% +0.000 pp 0.06% +0.014 pp USD1.52 +19.7% 3 qtrs
18 WELLS FARGO & COMPANY/MN 111.6K +45.4K (+68.6%) 203.2K +117.1K (+136.0%) 0.14% +0.058 pp 0.00% +0.000 pp USD1.57 +15.9% 14 qtrs
19 JANE STREET GROUP, LLC 107.5K +107.5K (+100.0%) 195.7K +195.7K (+100.0%) 0.14% +0.138 pp 0.00% +0.000 pp USD1.82 +0.0% 1 qtrs NEW
20 BARCLAYS PLC 107.5K +35.1K (+48.4%) 195.7K +101.5K (+107.7%) 0.14% +0.045 pp 0.00% +0.000 pp USD1.62 +12.3% 4 qtrs
21 BEACON POINTE ADVISORS, LLC 104.0K +— (+0.0%) 189.3K +54.1K (+40.0%) 0.13% +0.000 pp 0.00% +0.000 pp USD1.52 +19.7% 3 qtrs
22 NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC 100.0K +— (+0.0%) 182.0K +52.0K (+40.0%) 0.13% +0.000 pp 0.01% +0.002 pp USD1.30 +40.0% 2 qtrs
23 GOLDMAN SACHS GROUP INC 94.2K +16.9K (+21.8%) 171.5K +71.0K (+70.6%) 0.12% +0.022 pp 0.00% +0.000 pp USD1.56 +16.7% 3 qtrs
24 FALCON WEALTH PLANNING 85.0K -20.0K (-19.0%) 154.7K +18.2K (+13.3%) 0.11% -0.026 pp 0.01% +0.001 pp USD1.30 +40.0% 2 qtrs
25 MORGAN STANLEY 83.6K +37.9K (+83.1%) 152.1K +92.8K (+156.3%) 0.11% +0.049 pp 0.00% +0.000 pp USD1.75 +4.0% 27 qtrs
26 POINT72 ASSET MANAGEMENT, L.P. 65.0K +65.0K (+100.0%) 118.3K +118.3K (+100.0%) 0.08% +0.083 pp 0.00% +0.000 pp USD1.82 +0.0% 1 qtrs NEW
27 DEUTSCHE BANK AG\ 59.3K +15.5K (+35.5%) 107.9K +51.0K (+89.6%) 0.08% +0.020 pp 0.00% +0.000 pp USD1.60 +13.8% 3 qtrs
28 NEW YORK STATE COMMON RETIREMENT FUND 49.5K +— (+0.0%) 90.2K +25.8K (+40.0%) 0.06% +0.000 pp 0.00% +0.000 pp USD1.52 +19.7% 3 qtrs
29 BANK OF AMERICA CORP /DE/ 43.3K +28.9K (+199.7%) 78.9K +60.1K (+319.6%) 0.06% +0.037 pp 0.00% +0.000 pp USD1.72 +5.8% 9 qtrs
30 BLACKDIAMOND WEALTH MANAGEMENT INC. 50.0K +— (+0.0%) 72.0K +7.0K (+10.8%) 0.06% +0.000 pp 0.04% 0.000 pp USD1.52 +19.7% 3 qtrs
31 COLONY GROUP, LLC 39.6K +39.6K (+100.0%) 72.0K +72.0K (+100.0%) 0.05% +0.051 pp 0.00% +0.000 pp USD1.82 +0.0% 1 qtrs NEW
32 CI PRIVATE WEALTH, LLC 39.1K +— (+0.0%) 71.2K +20.3K (+40.0%) 0.05% +0.000 pp 0.00% +0.000 pp USD1.30 +40.0% 2 qtrs
33 ALLIANCEBERNSTEIN L.P. 38.3K +— (+0.0%) 69.8K +19.9K (+40.0%) 0.05% +0.000 pp 0.00% +0.000 pp USD1.52 +19.7% 44 qtrs
34 LARSON FINANCIAL GROUP LLC 37.7K +— (+0.0%) 68.6K +19.6K (+40.0%) 0.05% +0.000 pp 0.00% +0.001 pp USD10.55 -82.7% 14 qtrs
35 RHUMBLINE ADVISERS 32.9K -8.6K (-20.6%) 59.8K +6.0K (+11.1%) 0.04% -0.011 pp 0.00% +0.000 pp USD1.52 +19.7% 3 qtrs
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 32.5K +32.5K (+100.0%) 59.2K +59.2K (+100.0%) 0.04% +0.042 pp 0.00% +0.000 pp USD1.82 +0.0% 3 qtrs
37 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 31.8K +8.3K (+35.5%) 57.9K +27.4K (+89.7%) 0.04% +0.011 pp 0.00% +0.000 pp USD1.60 +13.8% 3 qtrs
38 JPMORGAN CHASE & CO 28.5K +7.1K (+33.1%) 51.9K +24.0K (+86.3%) 0.04% +0.009 pp 0.00% +0.000 pp USD1.59 +14.5% 3 qtrs
39 ELYXIUM WEALTH, LLC 26.0K -89.9K (-77.6%) 47.2K -103.3K (-68.6%) 0.03% -0.115 pp 0.01% -0.039 pp USD1.34 +35.8% 3 qtrs
40 INVESCO LTD. 25.8K +98.0 (+0.4%) 46.9K +13.5K (+40.5%) 0.03% +0.000 pp 0.00% +0.000 pp USD1.50 +21.3% 3 qtrs
41 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 24.8K +— (+0.0%) 45.1K +12.9K (+40.0%) 0.03% +0.000 pp 0.00% +0.000 pp USD1.30 +40.0% 2 qtrs
42 PRICE T ROWE ASSOCIATES INC /MD/ 22.4K +— (+0.0%) 41.0K +11.0K (+36.7%) 0.03% +0.000 pp 0.00% +0.000 pp USD1.52 +19.7% 3 qtrs
43 INTECH INVESTMENT MANAGEMENT LLC 22.2K +— (+0.0%) 40.4K +11.5K (+40.0%) 0.03% +0.000 pp 0.00% +0.000 pp USD1.52 +19.7% 3 qtrs
44 BLUE SKY CAPITAL CONSULTANTS GROUP, INC. 20.5K +— (+0.0%) 37.3K +10.7K (+40.0%) 0.03% +0.000 pp 0.02% +0.005 pp USD1.43 +27.3% 3 qtrs
45 WESTMOUNT PARTNERS, LLC 20.0K +20.0K (+100.0%) 36.4K +36.4K (+100.0%) 0.03% +0.026 pp 0.01% +0.009 pp USD1.82 +0.0% 1 qtrs NEW
46 MANUFACTURERS LIFE INSURANCE COMPANY, THE 19.9K +19.9K (+100.0%) 36.2K +36.2K (+100.0%) 0.03% +0.025 pp 0.00% +0.000 pp USD1.82 +0.0% 1 qtrs NEW
47 SUNCOAST EQUITY MANAGEMENT 18.1K +— (+0.0%) 33.0K +9.4K (+40.0%) 0.02% +0.000 pp 0.00% +0.001 pp USD1.52 +19.7% 3 qtrs
48 SG AMERICAS SECURITIES, LLC 16.5K +16.5K (+100.0%) 30.0K +30.0K (+100.0%) 0.02% +0.021 pp 0.00% +0.000 pp USD1.82 +0.0% 1 qtrs NEW
49 SANCTUARY ADVISORS, LLC 15.0K +19.0 (+0.1%) 27.3K +7.8K (+40.2%) 0.02% +0.000 pp 0.00% +0.000 pp USD1.30 +40.0% 2 qtrs
50 BNP PARIBAS ARBITRAGE, SNC 14.5K +4.7K (+48.4%) 26.4K +13.7K (+107.8%) 0.02% +0.006 pp 0.00% +0.000 pp USD1.53 +19.0% 3 qtrs
51 VOYA INVESTMENT MANAGEMENT LLC 13.3K +13.3K (+100.0%) 24.1K +24.1K (+100.0%) 0.02% +0.017 pp 0.00% +0.000 pp USD1.82 +0.0% 1 qtrs NEW
52 PROSHARE ADVISORS LLC 12.5K +12.5K (+100.0%) 22.8K +22.8K (+100.0%) 0.02% +0.016 pp 0.00% +0.000 pp USD1.82 +0.0% 1 qtrs NEW
53 ADVISOR GROUP HOLDINGS, INC. 12.5K +— (+0.0%) 22.8K +4.0K (+21.3%) 0.02% +0.000 pp 0.00% +0.000 pp USD1.52 +19.7% 3 qtrs
54 UBS GROUP AG 10.4K -26.4K (-71.6%) 19.0K -28.9K (-60.3%) 0.01% -0.034 pp 0.00% +0.000 pp USD1.17 +55.6% 17 qtrs
55 LEGAL & GENERAL GROUP PLC 7.1K +2.2K (+44.6%) 12.9K +6.5K (+102.5%) 0.01% +0.003 pp 0.00% +0.000 pp USD1.61 +13.0% 3 qtrs
56 FMR LLC 6.8K +6.5K (+2,096.5%) 12.4K +12.0K (+2,977.2%) 0.01% +0.008 pp 0.00% +0.000 pp USD1.80 +1.1% 3 qtrs
57 TOWER RESEARCH CAPITAL LLC (TRC) 6.0K -2.2K (-26.4%) 10.9K +318.0 (+3.0%) 0.01% -0.003 pp 0.00% +0.000 pp USD1.93 -5.7% 15 qtrs
58 AMERITAS INVESTMENT PARTNERS, INC. 4.5K +— (+0.0%) 8.2K +2.3K (+40.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD1.52 +19.7% 3 qtrs
59 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 4.2K +1.5K (+53.8%) 7.7K +4.1K (+115.3%) 0.01% +0.002 pp 0.00% +0.000 pp USD1.62 +12.3% 3 qtrs
60 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4.0K +4.0K (+100.0%) 7.3K +7.3K (+100.0%) 0.01% +0.005 pp 0.00% +0.001 pp USD1.82 +0.0% 1 qtrs NEW
61 ORG PARTNERS LLC 3.7K +3.7K (+100.0%) 6.7K +6.7K (+100.0%) 0.00% +0.005 pp 0.00% +0.001 pp USD1.82 +0.0% 1 qtrs NEW
62 ROYAL BANK OF CANADA 3.1K +2.3K (+275.0%) 6.0K +5.0K (+500.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD1.68 +8.3% 2 qtrs
63 AMALGAMATED BANK 2.2K +652.0 (+43.4%) 4.0K +2.0K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD1.61 +13.0% 3 qtrs
64 CITIGROUP INC 2.2K +13.0 (+0.6%) 3.9K +1.1K (+40.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.52 +19.7% 3 qtrs
65 CWM, LLC 617.00 +66.0 (+12.0%) 1.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.35 +34.8% 2 qtrs
66 STERLING CAPITAL MANAGEMENT LLC 329.00 +207.0 (+169.7%) 599.00 +440.0 (+276.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.69 +7.7% 3 qtrs
67 SBI SECURITIES CO., LTD. 306.00 -20.0 (-6.1%) 557.00 +133.0 (+31.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.16 +56.9% 5 qtrs
68 FARTHER FINANCE ADVISORS, LLC 130.00 +130.0 (+100.0%) 237.00 +237.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.82 +0.0% 1 qtrs NEW
69 PNC FINANCIAL SERVICES GROUP, INC. 10.00 -255.0 (-96.2%) 18.00 -327.0 (-94.8%) 0.00% 0.000 pp 0.00% +0.000 pp USD1.20 +51.7% 2 qtrs
70 EVERSOURCE WEALTH ADVISORS, LLC 7.00 -23.0 (-76.7%) 13.00 -26.0 (-66.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.29 +41.1% 2 qtrs
71 TRUE WEALTH DESIGN, LLC 6.00 +6.0 (+100.0%) 11.00 +11.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.67 +9.0% 1 qtrs NEW
72 IFP ADVISORS, INC 4.00 +4.0 (+100.0%) 7.00 +7.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.75 +4.0% 1 qtrs NEW
73 ROTHSCHILD INVESTMENT LLC 2.00 +2.0 (+100.0%) 4.00 +4.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.50 +21.3% 1 qtrs NEW
74 ALLWORTH FINANCIAL LP 1.00 +1.0 (+100.0%) 2.00 +2.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.00 +82.0% 1 qtrs NEW
75 NEWEDGE ADVISORS, LLC -11.7K (-100.0%) -15.3K (-100.0%) 0.00% -0.015 pp 0.00% 0.000 pp USD 3 qtrs SOLD
76 VIRTU FINANCIAL LLC -17.4K (-100.0%) -23.0K (-100.0%) 0.00% -0.022 pp 0.00% -0.001 pp USD 4 qtrs SOLD
77 KOVITZ INVESTMENT GROUP PARTNERS, LLC -39.5K (-100.0%) -51.4K (-100.0%) 0.00% -0.051 pp 0.00% 0.000 pp USD 3 qtrs SOLD
78 SRS CAPITAL ADVISORS, INC. -246.0 (-100.0%) -319.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
79 CITADEL ADVISORS LLC -89.3K (-100.0%) -116.1K (-100.0%) 0.00% -0.114 pp 0.00% +0.000 pp USD 2 qtrs SOLD
80 SILVERCREST ASSET MANAGEMENT GROUP LLC -126.6K (-100.0%) -164.6K (-100.0%) 0.00% -0.162 pp 0.00% -0.001 pp USD 19 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 15 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.02% 355.2K 0.60%
2 Vanguard Russell 2000 Growth ETF VTWG 0.00% 78.7K 0.06%
3 Vanguard Russell 2000 ETF VTWO 0.00% 436.3K 0.06%
4 Vanguard Extended Market ETF VXF 0.00% 949.8K 0.05%
5 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 22.1K 0.17%
6 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 1.6K 0.17%
7 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 8.1K 0.03%
8 Vanguard Total Stock Market ETF VTI 0.00% 3.78M 0.03%
9 Vanguard Russell 3000 ETF VTHR 0.00% 7.8K 0.06%
10 Vanguard All-Equity ETF Portfolio VEQT.TO 0.00% 8.3K 0.22%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
3.50
Bullish
Ratio by volume
3.00
Bullish
Buys
7
Sells
2
Shares acquired
6.00M
Shares disposed
25.0K
Cash buys
Cash sales
Net activity
+5,977,927
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-30 Simmons William Paul Officer M-Exempt A Restricted Stock Units 333,333 0.00 666,667 D
2026-04-30 Salas Carlos P Director / Officer F-InKind D Common Stock 123,683 1.23 152.1K 209,650 D
2026-04-30 Miranda Angie Officer M-Exempt A Restricted Stock Units 150,000 0.00 300,000 D
2026-03-25 Sugarman Steven Director / Officer M-Exempt A Voting Common Stock 2,089,043 0.00 2,089,043 D
2026-03-03 Magzanyan Anahit Director P-Purchase A Common Stock 400 1.32 528.00 4,290 D
2025-11-19 Seabold Jeffrey T Director Common Stock 0 0.00 250 D
2025-11-19 Roth Jonathan Paul Director Common Stock 0 0.00 1,250 D
2025-11-19 Liu Ida Haung Director 0 0.00 0
2025-10-20 Sugarman Steven Director / Officer A-Award A Restricted Stock Units 1,147,031 0.00 5,749,551 D
2025-10-16 Sugarman Steven Director / Officer M-Exempt A Voting Common Stock 2,000,000 0.00 9,019,978 I
2025-08-19 Magzanyan Anahit Director P-Purchase A Common Stock 500 1.59 795.00 3,890 D
2025-08-13 Sugarman Steven Director / Officer A-Award A Common Stock 552,927 0.01 5.5K 552,927 D
2025-08-13 Simmons William Paul Officer A-Award A Common Stock 1,000,000 0.00 1,000,000 D
2025-08-07 Miranda Angie Officer A-Award A Common Stock 450,000 0.00 450,000 D
2025-07-30 Salas Carlos P Director / Officer Common Stock 0 0.00 1,333,334 I
2025-07-30 De Tomasi Mario Director Common Stock 0 0.00 15,000 D
2025-07-24 Magzanyan Anahit Director P-Purchase A Common Stock 175 1.55 271.25 3,390 D
2025-07-17 Magzanyan Anahit Director P-Purchase A Common Stock 375 1.44 540.00 3,215 D
2025-07-03 Sugarman Steven Director / Officer C-Conversion A Non-Voting Common Stock 466,667 0.00 466,667 I
2025-06-26 Seabold Jeffrey T Director Options (Right to Buy) 400,000 1.40 560.0K 0 D
2025-06-26 Magzanyan Anahit Director Common Stock 0 0.00 2,840 D
2025-05-13 Simmons William Paul Officer 0 0.00 0
2025-05-13 Carrazza Michael A. Director / Officer P-Purchase A Common Stock 865,990 0.75 649.5K 865,990 I
2025-05-06 Miranda Angie Officer 0 0.00 0
2025-03-20 Sugarman Steven Director / Officer A-Award A Restricted Stock Units 4,049,593 0.00 4,049,593 D
2024-12-30 Sugarman Steven Director / Officer 0 0.00 0
2024-08-19 Finn David Officer A-Award A Common Stock 53,125 0.00 53,125
2024-08-05 Finn David Officer 0 0.00 0
2024-05-06 Weinbaum Michael J Director A-Award A Common Stock 3,846 0.00 25,320
2024-05-06 Van den Bol Emile Director A-Award A Common Stock 3,846 0.00 68,933
2024-05-06 Lowery David Christopher Director / Officer A-Award A Common Stock 65,790 0.00 80,790
2024-05-06 Doherty Grace Director A-Award A Common Stock 3,846 0.00 4,818
2024-05-06 Constantino Edward N. Director A-Award A Common Stock 3,846 0.00 20,320
2024-03-18 Staudmyer Frederick Officer A-Award A Common Stock 3,958 0.00 7,161
2024-03-18 Slater Thomas E. Officer A-Award A Common Stock 3,958 0.00 11,348
2024-03-18 Grunblatt Steven Brian Officer A-Award A Common Stock 2,243 0.00 2,243
2023-10-02 Doherty Grace Director A-Award A Common Stock 972 0.00 972
2023-07-17 Doherty Grace Director 0 0.00 0
2023-04-07 Weinbaum Michael J Director A-Award A Common Stock 1,587 0.00 21,474
2023-04-07 Van den Bol Emile Director A-Award A Common Stock 1,587 0.00 65,087
2023-04-07 Constantino Edward N. Director A-Award A Common Stock 1,587 0.00 16,474
2023-03-01 Weinbaum Michael J Director J-Other A Common Stock 342,172 0.00 342,172
2023-01-10 Slater Thomas E. Officer A-Award A Common Stock 7,390 10.15 75.0K 7,390
2022-11-04 Slater Thomas E. 0
2022-04-04 Weinbaum Michael J Director A-Award A Common Stock 832 0.00 19,887
2022-04-04 Van den Bol Emile Director A-Award A Common Stock 832 0.00 63,500
2022-04-04 Constantino Edward N. Director A-Award A Common Stock 832 0.00 14,887
2021-09-22 Lowery David Christopher Officer D Common Stock 0 0.00 15,000
2021-08-06 PERILLO JOSEPH D Officer A-Award A Common Stock 3,185 9.00 28.6K 3,185
2021-04-29 Rojeski Karen Officer 0 0.00 0
2021-04-29 Grunblatt Steven Brian Officer 0 0.00 0
2021-04-02 Weinbaum Michael J Director A-Award A Common Stock 1,369 0.00 19,055
2021-04-02 Van den Bol Emile Director A-Award A Common Stock 1,369 0.00 62,668
2021-04-02 Smyth Raymond B. Director A-Award A Common Stock 1,369 0.00 15,611
2021-04-02 Constantino Edward N. Director A-Award A Common Stock 1,369 0.00 14,055
2021-03-31 Van den Bol Emile Director J-Other A Common Stock 34,232 0.00 61,299
2021-03-31 SMC Holdings I, LP 10% Owner D Common Stock 0 0.00 427,691
2021-03-31 Carrazza Michael A. Director / Officer / 10% Owner J-Other A Common Stock 31,787 0.00 54,218
2021-01-22 Carrazza Michael A. Director / Officer / 10% Owner J-Other D Common Stock 256,629 0.00 2,237,535
2020-10-15 Carrazza Michael A. Director / Officer / 10% Owner J-Other D Common Stock 25,836 0.00 2,494,164
2020-09-23 RUSSELL ROBERT GLENN Director / Officer I Common Stock 0 0.00 2,500
2020-09-01 RUSSELL ROBERT GLENN Officer P-Purchase A Common Stock 2,500 6.26 15.6K 5,000
2020-07-07 RUSSELL ROBERT GLENN Officer 0 0.00 0
2020-04-01 Weinbaum Michael J Director A-Award A Common Stock 3,121 0.00 17,686
2020-04-01 Van den Bol Emile Director A-Award A Common Stock 3,121 0.00 27,067
2020-04-01 Smyth Raymond B. Director A-Award A Common Stock 3,121 0.00 14,242
2020-04-01 Constantino Edward N. Director A-Award A Common Stock 3,121 0.00 12,686
2019-04-01 Weinbaum Michael J Director A-Award A Common Stock 1,233 0.00 14,565
2019-04-01 Van den Bol Emile Director A-Award A Common Stock 1,233 0.00 23,946
2019-04-01 Staudmyer Frederick Officer A-Award A Common Stock 551 0.00 3,203
2019-04-01 Smyth Raymond B. Director A-Award A Common Stock 1,233 0.00 11,121
2019-04-01 PERILLO JOSEPH D Officer A-Award A Common Stock 551 0.00 1,078
2019-04-01 Muskus Richard A Jr. Director / Officer A-Award A Common Stock 919 0.00 3,322
2019-04-01 LAUGHINGHOUSE SCOTT WARREN CUREAU Officer A-Award A Common Stock 290 0.00 378
2019-04-01 Corprew Judith Page Officer A-Award A Common Stock 473 0.00 2,026
2019-04-01 Constantino Edward N. Director A-Award A Common Stock 1,233 0.00 10,565
2019-04-01 Ciurlino Brent M Director A-Award A Common Stock 1,233 0.00 1,233
2019-04-01 Christiansen David W Officer A-Award A Common Stock 551 0.00 551
2019-03-12 Staudmyer Frederick Officer S-Sale D Common Stock 275 4,048.00 1.11M 2,652
2019-03-08 Staudmyer Frederick Officer S-Sale D Common Stock 400 5,784.00 2.31M 2,927
2019-03-05 Staudmyer Frederick Officer S-Sale D Common Stock 400 6,000.00 2.40M 3,327
2019-03-01 Staudmyer Frederick Officer S-Sale D Common Stock 400 5,780.00 2.31M 3,727
2018-11-27 Staudmyer Frederick Officer S-Sale D Common Stock 100 1,750.00 175.0K 4,127
2018-10-26 Ciurlino Brent M Director 0 0.00 0
2018-09-11 Staudmyer Frederick Officer S-Sale D Common Stock 100 2,155.00 215.5K 4,227
2018-09-06 Staudmyer Frederick Officer S-Sale D Common Stock 200 3,940.00 788.0K 4,327
2018-08-23 Staudmyer Frederick Officer S-Sale D Common Stock 300 5,880.00 1.76M 4,527
2018-08-17 Staudmyer Frederick Officer S-Sale D Common Stock 200 3,960.00 792.0K 4,827
2018-06-05 Staudmyer Frederick Officer S-Sale D Common Stock 300 6,000.00 1.80M 5,027
2018-06-04 Christiansen David W Officer 0 0.00 0
2018-05-21 Staudmyer Frederick Officer S-Sale D Common Stock 200 3,900.00 780.0K 5,327
2018-04-02 Weinbaum Michael J Director A-Award A Common Stock 1,031 0.00 13,332
2018-04-02 Van den Bol Emile Director A-Award A Common Stock 1,031 0.00 22,756
2018-04-02 Smyth Raymond B. Director A-Award A Common Stock 1,031 0.00 9,888
2018-04-02 Constantino Edward N. Director A-Award A Common Stock 1,031 0.00 9,332
2018-03-18 PNBK Sponsor LLC 10% Owner J-Other A Common Stock 325,000 0.00 2,520,000
2018-03-18 Carrazza Michael A. Director / Officer / 10% Owner J-Other A Common Stock 325,000 0.00 2,520,000
2018-03-01 Staudmyer Frederick Officer A-Award A Common Stock 527 0.00 5,527
2018-03-01 PERILLO JOSEPH D Officer A-Award A Common Stock 527 0.00 527
2018-03-01 Muskus Richard A Jr. Director / Officer A-Award A Common Stock 877 0.00 2,403
2018-03-01 Davis Samuel S Officer A-Award A Common Stock 527 0.00 1,104
2018-02-16 Davis Samuel S Officer S-Sale D Common Stock 1,288 18.80 24.2K 577
2018-02-15 Davis Samuel S Officer S-Sale D Common Stock 19 19.40 368.60 1,865
2018-01-12 Carrazza Michael A. Director / Officer / 10% Owner A-Award A Common Stock 11,200 17.85 199.9K 22,431
2018-01-04 Van den Bol Emile Director J-Other A Common Stock 11,411 0.00 20,454
2018-01-04 PNBK Sponsor LLC 10% Owner J-Other D Common Stock 840,000 0.00 2,195,000
2018-01-04 PNBK Holdings LLC 10% Owner J-Other D Common Stock 840,000 0.00 2,520,000
2018-01-04 Carrazza Michael A. Director / Officer / 10% Owner J-Other D Common Stock 840,000 0.00 2,195,000
2017-12-14 Muskus Richard A Jr. Director / Officer P-Purchase A Common Stock 59 18.05 1.1K 59
2017-11-20 Davis Samuel S Officer S-Sale D Common Stock 1,000 17.90 17.9K 1,884
2017-10-23 LAUGHINGHOUSE SCOTT WARREN CUREAU Officer D Common Stock 0 0.00 88
2017-08-22 Muskus Richard A Jr. Director / Officer S-Sale D Common Stock 549 16.45 9.0K 1,526
2017-08-14 Muskus Richard A Jr. Director / Officer S-Sale D Common Stock 1 17.05 17.05 2,075
2017-08-11 Muskus Richard A Jr. Director / Officer S-Sale D Common Stock 8 17.95 143.60 2,276
2017-08-10 Muskus Richard A Jr. Director / Officer S-Sale D Common Stock 6 17.10 102.60 2,284
2017-05-09 PERILLO JOSEPH D Officer 0 0.00 0
2017-04-03 Weinbaum Michael J Director A-Award A Common Stock 1,271 0.00 12,301
2017-04-03 Van den Bol Emile Director A-Award A Common Stock 1,271 0.00 21,725
2017-04-03 Smyth Raymond B. Director A-Award A Common Stock 1,271 0.00 8,857
2017-04-03 Constantino Edward N. Director A-Award A Common Stock 1,271 0.00 8,301
2016-12-19 Davis Samuel S Officer S-Sale D Common Stock 600 14.17 8.5K 2,883
2016-12-15 Muskus Richard A Jr. Officer S-Sale D Common Stock 1,526 13.80 21.1K 2,290
2016-11-08 NEILSON KENNETH T Director / Officer 0 0.00 0
2016-09-19 Corprew Judith Page Officer D Common Stock 0 0.00 1,553
2016-08-19 CUREAU PETER D Officer 0 0.00 0
2016-02-17 Weinbaum Michael J Director A-Award A Common Stock 1,471 0.00 11,030
2016-02-17 Van den Bol Emile Director A-Award A Common Stock 1,471 0.00 6,073
2016-02-17 Smyth Raymond B. Director A-Award A Common Stock 1,471 0.00 7,586
2016-02-17 Constantino Edward N. Director A-Award A Common Stock 1,471 0.00 7,030
2016-01-06 NEILSON KENNETH T Director / Officer A-Award A Common Stock 30,000 0.00 115,255
2016-01-05 McDonnell Neil Michael Officer D Common Stock 0 0.00 6,000
2016-01-04 Neilson Susan Officer A-Award A Common Stock 5,000 0.00 5,000
2015-09-22 Weinbaum Michael J Director A-Award A Common Stock 1,190 0.00 65,682
2015-09-22 Van den Bol Emile Director A-Award A Common Stock 1,190 0.00 1,608
2015-09-22 Smyth Raymond B. Director A-Award A Common Stock 1,190 0.00 31,251
2015-09-22 Constantino Edward N. Director A-Award A Common Stock 1,190 0.00 25,682
2015-01-20 NEILSON KENNETH T Director / Officer A-Award A Common Stock 300,000 0.00 852,570
2015-01-01 Neilson Susan Officer I Common Stock 0 0.00 552,570
2014-11-17 Staudmyer Frederick Officer D Common Stock 0 0.00 50,000
2014-09-18 Muskus Richard A Jr. Officer D Common Stock 0 0.00 38,168
2014-05-27 NEILSON KENNETH T Director / Officer P-Purchase A Common Stock 14,198 1.29 18.4K 552,570
2014-02-21 Maier Christina L Officer P-Purchase A Common Stock 750 1.26 945.00 750
2014-02-19 Davis Samuel S Officer P-Purchase A Common Stock 7,500 1.29 9.7K 19,900
2014-02-14 Van den Bol Emile Director P-Purchase A Common Stock 9,700 1.24 12.0K 29,700
2014-02-14 Maier Christina L Officer P-Purchase A Common Stock 9,000 1.25 11.3K 18,500
2014-02-14 Carrazza Michael A. Director / Officer / 10% Owner P-Purchase A Common Stock 2,000 1.25 2.5K 57,000
2014-02-13 Van den Bol Emile Director P-Purchase A Common Stock 10,000 1.15 11.5K 20,000
2014-02-12 Van den Bol Emile Director P-Purchase A Common Stock 10,000 1.11 11.1K 10,000
2014-02-06 Maier Christina L Officer P-Purchase A Common Stock 1,000 1.02 1.0K 1,000
2014-02-03 NEILSON KENNETH T Director / Officer A-Award A Common Stock 300,000 0.00 538,372
2014-01-17 Davis Samuel S Officer A-Award A Common Stock 28,846 1.04 30.0K 34,846
2013-12-19 Davis Samuel S Officer P-Purchase A Common Stock 5,700 1.07 6.1K 17,000
2013-12-18 Davis Samuel S Officer P-Purchase A Common Stock 600 1.04 624.00 9,600
2013-12-09 Davis Samuel S Officer P-Purchase A Common Stock 4,000 1.05 4.2K 6,000
2013-10-21 Davis Samuel S Officer I Common Stock 0 0.00 12,400
2013-10-01 Maier Christina L Officer D Common Stock 0 0.00 57,692
2013-07-25 NEILSON KENNETH T Director / Officer A-Award A Common Stock 223,880 1.34 300.0K 238,372
2013-03-18 Maher Christopher 0 0.00 0
2012-11-30 GRAY WILLIAM C Officer D Common Stock 0 0.00 20,000
2012-03-20 Weinbaum Michael J Director A-Award A Common Stock 14,492 1.73 25.0K 64,492
2012-03-20 Smyth Raymond B. Director A-Award A Common Stock 13,043 1.73 22.5K 30,061
2012-03-20 NEILSON KENNETH T Director A-Award A Common Stock 14,492 1.73 25.0K 14,492
2012-03-20 Constantino Edward N. Director A-Award A Common Stock 14,492 1.73 25.0K 24,492
2011-12-22 NEILSON KENNETH T Director P-Purchase A Common Stock 50,000 1.50 75.0K 57,700
2011-12-22 Carrazza Michael A. Director / Officer / 10% Owner P-Purchase A Common Stock 55,000 1.50 82.5K 55,000
2011-11-30 Maher Christopher Director / Officer P-Purchase A Common Stock 700 1.80 1.3K 21,000
2011-11-18 FOLEY MARK C Officer 0 0.00 0
2011-05-31 NEILSON KENNETH T Director P-Purchase A Common Stock 200 2.05 410.00 6,846
2011-04-11 Carrazza Michael A. Director / Officer / 10% Owner P-Purchase A Common Stock 120 1.98 237.41 12,961
2011-03-17 NEILSON KENNETH T Director S-Sale D Common Stock 7,700 2.07 15.9K 0
2011-01-11 Van den Bol Emile Director P-Purchase A Common Stock 430 2.34 1.0K 430
2010-12-31 NEILSON KENNETH T Director P-Purchase A Common Stock 7,700 2.08 16.0K 7,700
2010-12-29 KANTZAS JOHN Officer P-Purchase A Common Stock 50,000 1.90 95.0K 59,453
2010-12-28 Constantino Edward N. Director P-Purchase A Common Stock 10,000 1.90 19.0K 10,000
2010-12-28 Carrazza Michael A. Director / 10% Owner P-Purchase A Common Stock 1,697 1.90 3.2K 11,961
2010-12-23 Maher Christopher Director / Officer P-Purchase A Common Stock 1,000 2.04 2.0K 11,000
2010-12-23 Carrazza Michael A. Director / 10% Owner P-Purchase A Common Stock 9,164 1.90 17.4K 10,264
2010-12-22 Carrazza Michael A. Director / 10% Owner P-Purchase A Common Stock 1,000 1.92 1.9K 1,100
2010-12-03 Weinbaum Michael J Director P-Purchase A Common Stock 50,000 2.00 100.0K 50,000
2010-10-26 Maher Christopher Director / Officer A-Award A Stock Option 750,000 2.20 1.65M 750,000
2010-10-15 Weinbaum Michael J Director 0 0.00 0
2010-10-15 Van den Bol Emile Director 0 0.00 0
2010-10-15 Smyth Raymond B. 0 0.00 0
2010-10-15 PNBK Sponsor LLC 10% Owner I Common Stock 0 0.00 33,600,000
2010-10-15 PNBK Holdings LLC 10% Owner D Common Stock 0 0.00 33,600,000
2010-10-15 NEILSON KENNETH T Director 0 0.00 0
2010-10-15 Maher Christopher Director / Officer 0 0.00 0
2010-10-15 INTRIERI MICHAEL F 0 0.00 0
2010-10-15 HOWELL CHARLES F 0 0.00 0
2010-10-15 Glucksman L Morris 0 0.00 0
2010-10-15 GEOGHEGAN JOHN A 0 0.00 0
2010-10-15 FERGUSON JOHN J 0 0.00 0
2010-10-15 Constantino Edward N. Director 0 0.00 0
2010-10-15 Carrazza Michael A. Director / 10% Owner I Common Stock 0 0.00 33,600,000
2010-10-14 Lewis Barry 0 0.00 0
2009-10-30 DECARO ANGELO Director / Officer S-Sale D Common Stock 500 2.00 1.0K 586,300
2009-10-29 DECARO ANGELO Director / Officer S-Sale D Common Stock 100 2.03 203.00 586,800
2009-10-28 DECARO ANGELO Director / Officer S-Sale D Common Stock 500 1.99 995.00 586,900
2009-10-26 DECARO ANGELO Director / Officer S-Sale D Common Stock 7,300 1.93 14.1K 587,400
2009-10-23 DECARO ANGELO Director / Officer S-Sale D Common Stock 2,000 2.13 4.3K 594,700

Executive team

Top executives
EBIT / Employee
-98.1K
Shares Outstanding
117.09M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Steven A. Sugarman President and Chief Executive Officer of the Company; President and Chief Executive Officer of the Bank 115.4K 800.0K 6.38M 5.8K 7.30M 87.39%
2 2025 William Paul Simmons Executive Vice President and Chief Credit Officer of the Bank 249.2K 150.0K 1.00M 6.4K 1.41M 71.14%
3 2025 Carlos P. Salas Chief Financial Officer of the Company; Chief Financial Officer of the Bank 156.7K 150.0K 1.00M 2.8K 1.31M 76.36%
4 2025 David Lowery Former Chief Executive Officer of the Company; former President and Chief Executive Officer of the Bank 167.7K 20.3K 188.0K 0.00%
5 2024 David Lowery Former Chief Executive Officer of the Company; former President and Chief Executive Officer of the Bank 400.0K 250.0K 9.9K 659.9K 37.89%
6 2021 Robert G. Russell Director, President and Chief Executive Officer 336.5K 100.0K 12.1K 448.6K 0.00%
7 2021 Joseph D. Perillo Chief Financial Officer 259.6K 77.0K 14.4K 351.0K 0.00%
8 2021 Judith P. Corprew Executive Vice President and Chief Compliance Risk Officer of the Bank, N.A. 260.0K 57.0K 5.2K 322.2K 0.00%
9 2021 Michael A. Carrazza Chairman 150.0K 2.6K 152.6K 0.00%
10 2020 Joseph D. Perillo Chief Financial Officer 237.3K 25.0K 13.3K 275.6K 0.00%
11 2020 Frederick K. Staudmyer Secretary and Chief Human Resources Officer; Executive Vice President and Chief Administrative Officer of Patriot Bank, N.A. 231.0K 10.0K 23.3K 267.9K 0.00%
12 2020 Judith P. Corprew Executive Vice President and Chief Compliance Risk Officer of the Bank, N.A. 230.4K 25.0K 4.6K 260.0K 0.00%
13 2020 Michael A. Carrazza Chairman 242.3K 5.9K 247.5K 0.00%
14 2020 Robert G. Russell Director, President and Chief Executive Officer 126.9K 75.0K 5.6K 207.5K 0.00%
15 2019 Michael A. Carrazza Chairman 300.0K 7.6K 357.6K 0.00%
16 2019 Frederick K. Staudmyer Secretary and Chief Human Resources Officer; Executive Vice President and Chief Administrative Officer of Patriot Bank, N.A. 230.1K 8.6K 10.9K 266.8K 0.00%
17 2019 Robert G. Russell Director, President and Chief Executive Officer
18 2008 Marcus Zavattaro Former Executive Vice President of the Bank 210.0K 267.1K 6.9K 484.0K 0.00%
19 2008 Charles F. Howell President of Patriot and CEO of the Bank 290.0K 7.0K 297.0K 0.00%
20 2008 Angelo De Caro Chairman and Chief Executive Officer 294.2K 93.00 294.3K 0.00%
21 2008 Robert F. O’Connell Senior Executive Vice President, Chief Financial Officer 253.3K 7.0K 260.3K 0.00%
22 2008 Martin G. Noble Executive Vice President of the Bank 210.0K 224.3K 7.0K 217.0K 0.00%
23 2007 Charles F. Howell President of Patriot and CEO of the Bank 277.0K 155.8K 24.9K 457.7K 0.00%
24 2007 Marcus Zavattaro Former Executive Vice President of the Bank 180.0K 6.8K 442.2K 0.00%
25 2007 Angelo De Caro Chairman and Chief Executive Officer 257.2K 155.8K 413.0K 0.00%
26 2007 Robert F. O’Connell Senior Executive Vice President, Chief Financial Officer 227.4K 155.8K 6.8K 389.9K 0.00%
27 2007 Martin G. Noble Executive Vice President of the Bank 184.0K 6.8K 309.6K 0.00%
28 2006 Charles F. Howell President of Patriot and CEO of the Bank 262.3K 128.3K 72.1K 462.6K 0.00%
29 2006 Marcus Zavattaro Former Executive Vice President of the Bank 180.0K 255.5K 6.6K 410.9K 0.00%
30 2006 Marcus Zavattaro Executive Vice President of the Bank 180.0K 224.3K 6.6K 410.9K 0.00%
31 2006 Angelo De Caro Chairman and Chief Executive Officer 232.7K 128.3K 361.0K 0.00%
32 2006 Robert F. O’Connell Senior Executive Vice President, Chief Financial Officer 206.4K 128.3K 6.6K 341.3K 0.00%
33 2006 Martin G. Noble Executive Vice President of the Bank 167.3K 118.8K 57.4K 329.0K 0.00%
34 2005 Executive Vice President of the Bank 150.0K 218.6K 6.3K 374.9K 0.00%
35 2005 President and Vice Chairman of us and President and Chief Executive Officer of the Bank 243.0K 82.3K 6.3K 331.6K 0.00%
36 2005 Senior Executive Vice President and Chief Financial Officer of us and the Bank 182.1K 82.3K 6.3K 270.7K 0.00%
37 2005 Chairman and Chief Executive Officer of us and Chairman of the Bank 154.4K 82.3K 236.7K 0.00%
38 2005 Executive Vice President of the Bank 156.1K 68.5K 6.3K 230.9K 0.00%
39 2004 President and Vice Chairman of us and President and Chief Executive Officer of the Bank 227.3K 54.3K 6.2K 287.8K 0.00%
40 2004 President and Vice Chairman of us and President and Chief Executive Officer of the Bank 227.3K 54.3K 6.2K 287.8K 0.00%
41 2004 Senior Executive Vice President and Chief Financial Officer of us and the Bank 169.9K 54.3K 6.2K 230.3K 0.00%
42 2004 Executive Vice President of the Bank 152.2K 44.2K 6.2K 202.5K 0.00%
43 2004 Executive Vice President of the Bank 150.0K 42.0K 6.2K 198.1K 0.00%
44 2004 Chairman and Chief Executive Officer of us and Chairman of the Bank 127.8K 54.3K 182.2K 0.00%
45 2003 Executive Vice President of the Bank 150.0K 303.6K 2.4K 456.1K 0.00%
46 2003 Marcus Zavattaro , Executive Vice President of the 150.0K 303.6K 453.6K 0.00%
47 2003 Todd Brown , Executive Vice President of the 150.0K 220.6K 370.6K 0.00%
48 2003 President and Vice Chairman of us and President and Chief Executive Officer of the Bank 188.1K 77.0K 3.0K 268.2K 0.00%
49 2003 President and Vice Chairman of us and President and Chief Executive Officer of the Bank 188.1K 77.0K 3.0K 268.2K 0.00%
50 2003 Charles F. Howell , President and Vice Chairman of 188.1K 77.0K 265.1K 0.00%
51 2003 Senior Executive Vice President and Chief Financial Officer of us and the Bank 155.6K 77.0K 3.0K 235.7K 0.00%
52 2003 Robert F. O'Connell , Senior Executive Vice President and 155.6K 77.0K 232.6K 0.00%
53 2003 Executive Vice President of the Bank 134.9K 62.6K 1.5K 199.0K 0.00%
54 2003 Chairman and Chief Executive Officer of us and Chairman of the Bank 77.9K 77.0K 154.9K 0.00%
55 2003 Angelo De Caro , Chairman and Chief Executive Officer 77.9K 77.0K 154.9K 0.00%
56 2002 Marcus Zavattaro , Executive Vice President of the 158.7K 183.3K 342.0K 0.00%
57 2002 Todd Brown , Executive Vice President of the 158.7K 108.5K 267.2K 0.00%
58 2002 President and Vice Chairman of us and President and Chief Executive Officer of the Bank 171.2K 57.9K 1.6K 230.7K 0.00%
59 2002 Charles F. Howell , President and Vice Chairman of 171.2K 57.9K 229.1K 0.00%
60 2002 Robert F. O'Connell , Senior Executive Vice President and 144.3K 57.9K 202.2K 0.00%
61 2002 Angelo De Caro , Chairman and Chief Executive Officer 84.6K 57.9K 142.6K 0.00%
62 2002 Chairman and Chief Executive Officer of us and Chairman of the Bank 84.6K 57.9K 142.6K 0.00%
63 2001 Marcus Zavattaro , Executive Vice President of the 150.0K 82.6K 232.6K 0.00%
64 2001 Charles F. Howell , President and Vice Chairman of 161.9K 65.5K 227.4K 0.00%
65 2001 Todd Brown , Executive Vice President of the 150.0K 35.7K 185.7K 0.00%
66 2001 Robert F. O'Connell , Senior Executive Vice President and 131.7K 40.5K 172.2K 0.00%
67 2001 Angelo De Caro , Chairman and Chief Executive Officer 75.0K 25.5K 100.5K 0.00%
68 2000 Fred A. DeCaro, Jr., Executive Vice President of Bancorp and the Bank 150.0K 25.3K 34.0K 175.3K 19.40%
69 1999 Fred A. DeCaro, Jr., Executive Vice President of Bancorp and the Bank 129.5K 1.0K 130.5K 0.00%
70 1998 Fred A. DeCaro, Jr., Executive Vice President of Bancorp and the Bank 83.9K 83.9K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-27 DEF 14A
2026-04-17 PRE 14A
2025-06-06 DEFA14A
2025-05-27 DEF 14A
2025-05-19 DEFA14A
2025-05-16 PRE 14A
2024-11-08 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-05 4/A
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-04-28 8-K
2026-04-27 DEF 14A
2026-04-24 4
2026-04-17 PRE 14A
2026-04-10 3/A

Executive team

NameTitleCompensationGender
Steven Alan Sugarman Chief Executive Officer, President & Chairman of the Board 921.2K male
William Paul Simmons Executive VP & Chief Credit Officer 549.2K male
Carlos Pedro Salas EVice President, Chief Financial Officer & Director 524.1K male
Frederick K. Staudmyer Executive Vice President, Secretary & Chief Human Resources Officer 264.3K male
Patrick Trombly Senior Vice President & Deputy Chief Credit Officer male
Susan Raizer Vice President & Senior Underwriter female
ESG Rating
B
BANKS - REGIONAL
2019
E (Environmental)
78.8 / 64.3
Company / Sector avg.
S (Social)
64.4 / 76.5
Company / Sector avg.
G (Governance)
62.7 / 75.5
Company / Sector avg.
ESG Total
68.6 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits