Provident Financial Holdings, Inc. (PROV)
Riverside, CA, US
Provident Financial Holdings, Inc. operates as the bank holding company for Provident Savings Bank, F.S.B. that provides community banking and financial services in Southern California, the United States. The company offers deposit products, such as checking, savings, money market, and time deposit accounts; and merchant and wealth management services. It also provides lending services, including single-family, multi-family, commercial real estate, and other mortgage loans; and construction, commercial business, and consumer loans. In addition, the company offers investment services comprising the sale of alternative investment products, such as annuities and mutual funds; and trustee services for real estate secured loan transactions. It serves individuals, small to mid-sized businesses, and institutional clients. Provident Financial Holdings, Inc. was founded in 1956 and is headquartered in Riverside, California.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.94% | -2.14% | -1.22% | +5.94% | +10.57% | +6.54% | +9.92% | +43.16% | -4.24% | -6.97% | +247.34% |
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 | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 1 |
16.00
-6.7%
|
-
Revenue growth+2.5% Q1'26: -5.0% (vs Q1'25)
-
EPS growth-12.3% Q1'26: -25.0% (vs Q1'25)
-
FCF margin— Q1'26: +12.0% (vs Q1'25)
-
EBIT margin— Q1'26: +13.1% (vs Q1'25)
-
ROIC— Q1'26: +2.1% (vs Q1'25)
-
Share dilution-2.9% Q1'26: -4.3% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 24.37× (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 |
Jun 1999 actual |
Jun 2001 actual |
Jun 2002 actual |
Jun 2005 actual |
Jun 2006 actual |
Jun 2007 actual |
Jun 2008 actual |
Jun 2009 actual |
Jun 2010 actual |
Jun 2011 actual |
Jun 2012 actual |
Jun 2013 actual |
Jun 2014 actual |
Jun 2015 actual |
Jun 2016 actual |
Jun 2017 actual |
Jun 2018 actual |
Jun 2019 actual |
Jun 2020 actual |
Jun 2021 actual |
Jun 2022 actual |
Jun 2023 actual |
Jun 2024 actual |
Jun 2025 actual |
Jun 2026 1 Rev. Ana. 1 EPS Ana. |
Jun 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
77.63M
est: 29.97M (+159.1%)
|
94.76M
est: 45.34M (+109.0%)
|
82.11M
est: 41.01M (+100.2%)
|
99.91M
est: 59.45M (+68.1%)
|
112.84M
est: 70.18M (+60.8%)
|
118.53M
est: 83.41M (+42.1%)
|
100.96M
est: 65.31M (+54.6%)
|
106.13M
est: 78.55M (+35.1%)
|
92.42M
est: 175.37M (-47.3%)
|
93.96M
est: 61.08M (+53.8%)
|
94.59M
est: 77.98M (+21.3%)
|
119.36M
est: 80.11M (+49.0%)
|
69.73M
est: 109.15M (-36.1%)
|
80.08M
est: 73.80M (+8.5%)
|
76.37M
est: 67.48M (+13.2%)
|
73.24M
est: 67.06M (+9.2%)
|
64.61M
est: 59.54M (+8.5%)
|
56.89M
est: 51.29M (+10.9%)
|
46.98M
est: 41.66M (+12.8%)
|
39.77M
est: 35.60M (+11.7%)
|
39.45M
est: 35.50M (+11.1%)
|
50.07M
est: 41.02M (+22.1%)
|
58.67M
est: 38.38M (+52.9%)
|
60.16M
est: 39.50M (+52.3%)
|
40.50M
40.50M – 40.50M
+2.5% YoY
|
42.00M
42.00M – 42.00M
+3.7% YoY
|
| EBITDA |
18.50M
est: 9.65M (+91.7%)
|
17.52M
est: 14.60M (+20.0%)
|
17.88M
est: 13.21M (+35.4%)
|
36.29M
est: 59.19M (-38.7%)
|
39.41M
est: 22.60M (+74.4%)
|
22.62M
est: 26.87M (-15.8%)
|
5.59M
est: 21.04M (-73.4%)
|
-12.65M
est: 25.30M (-150.0%)
|
3.39M
est: 155.80M (-97.8%)
|
24.69M
est: 19.67M (+25.5%)
|
20.10M
est: 38.41M (-47.7%)
|
44.46M
est: 33.42M (+33.0%)
|
13.27M
est: 33.73M (-60.7%)
|
18.94M
est: 20.47M (-7.5%)
|
14.76M
est: 23.54M (-37.3%)
|
11.46M
est: 21.73M (-47.3%)
|
8.66M
est: 19.18M (-54.9%)
|
9.00M
est: 19.86M (-54.7%)
|
14.29M
est: 13.42M (+6.5%)
|
16.45M
est: 19.91M (-17.4%)
|
17.71M
est: 17.31M (+2.3%)
|
15.60M
est: 15.74M (-0.9%)
|
13.54M
est: 12.36M (+9.5%)
|
12.36M
est: 12.72M (-2.9%)
|
13.04M
13.04M – 13.04M
+2.5% YoY
|
13.53M
13.53M – 13.53M
+3.7% YoY
|
| EBIT |
18.10M
est: 6.92M (+161.6%)
|
15.24M
est: 10.47M (+45.6%)
|
15.59M
est: 9.47M (+64.6%)
|
32.78M
est: 13.73M (+138.8%)
|
36.22M
est: 16.21M (+123.5%)
|
20.41M
est: 19.26M (+6.0%)
|
3.23M
est: 15.08M (-78.6%)
|
-14.68M
est: 18.14M (-180.9%)
|
1.86M
est: 40.50M (-95.4%)
|
23.27M
est: 14.11M (+65.0%)
|
18.74M
est: 18.01M (+4.1%)
|
42.71M
est: 18.50M (+130.9%)
|
11.61M
est: 25.21M (-53.9%)
|
17.08M
est: 17.04M (+0.2%)
|
12.85M
est: 15.58M (-17.6%)
|
8.82M
est: 15.49M (-43.1%)
|
5.53M
est: 13.75M (-59.8%)
|
5.92M
est: 11.84M (-50.0%)
|
10.90M
est: 9.62M (+13.3%)
|
10.19M
est: 8.22M (+23.9%)
|
12.86M
est: 8.20M (+56.8%)
|
12.42M
est: 9.47M (+31.1%)
|
10.39M
est: 8.86M (+17.2%)
|
8.87M
est: 9.12M (-2.7%)
|
9.35M
9.35M – 9.35M
+2.5% YoY
|
9.70M
9.70M – 9.70M
+3.7% YoY
|
| Net Income |
10.50M
est: 4.76M (+120.6%)
|
8.89M
est: 7.97M (+11.5%)
|
9.11M
est: 9.18M (-0.8%)
|
18.70M
est: 16.43M (+13.8%)
|
20.54M
est: 21.06M (-2.5%)
|
11.29M
est: 14.96M (-24.6%)
|
860.0K
est: 7.84M (-89.0%)
|
-7.44M
est: -322.83M (+97.7%)
|
1.12M
est: -20.81M (+105.4%)
|
13.22M
est: 15.20M (-13.0%)
|
10.81M
est: 9.68M (+11.7%)
|
25.80M
est: 14.41M (+79.1%)
|
6.61M
est: 12.86M (-48.6%)
|
9.80M
est: 7.32M (+33.8%)
|
7.47M
est: 8.32M (-10.2%)
|
5.21M
est: 6.95M (-25.0%)
|
2.13M
est: 4.63M (-54.0%)
|
4.42M
est: 6.90M (-36.0%)
|
7.69M
est: 13.70M (-43.9%)
|
7.56M
est: 5.83M (+29.8%)
|
9.09M
est: 7.32M (+24.2%)
|
8.59M
est: 8.26M (+4.0%)
|
7.35M
est: 6.90M (+6.6%)
|
6.26M
est: 7.54M (-17.0%)
|
7.50M
7.50M – 7.50M
-0.4% YoY
|
8.86M
8.86M – 8.86M
+18.0% YoY
|
| SGA |
16.10M
est: 11.90M (+35.3%)
|
16.82M
est: 17.31M (-2.8%)
|
17.63M
est: 16.31M (+8.1%)
|
22.53M
est: 19.57M (+15.1%)
|
21.61M
est: 21.51M (+0.4%)
|
22.98M
est: 25.35M (-9.4%)
|
19.52M
est: 25.97M (-24.9%)
|
20.07M
est: 29.69M (-32.4%)
|
26.99M
est: 114.32M (-76.4%)
|
33.25M
est: 47.53M (-30.0%)
|
41.77M
est: 39.51M (+5.7%)
|
53.38M
est: 34.53M (+54.6%)
|
40.75M
est: 49.65M (-17.9%)
|
44.24M
est: 37.21M (+18.9%)
|
44.96M
est: 47.23M (-4.8%)
|
43.84M
est: 47.17M (-7.1%)
|
36.61M
est: 22.50M (+62.7%)
|
31.72M
est: 34.71M (-8.6%)
|
19.91M
est: 15.74M (+26.5%)
|
16.39M
est: 21.26M (-22.9%)
|
17.02M
est: 11.33M (+50.3%)
|
19.02M
est: 13.29M (+43.1%)
|
19.13M
est: 14.50M (+31.9%)
|
20.46M
est: 14.93M (+37.1%)
|
15.30M
15.30M – 15.30M
+2.5% YoY
|
15.87M
15.87M – 15.87M
+3.7% YoY
|
| EPS |
0.75
est: 0.45 (+66.7%)
|
1.13
est: 1.20 (-5.4%)
|
1.18
est: 1.12 (+5.4%)
|
2.84
est: 2.20 (+29.1%)
|
3.10
est: 2.66 (+16.8%)
|
1.59
est: 2.73 (-41.7%)
|
0.14
est: 1.67 (-91.6%)
|
-1.20
est: 1.83 (-165.8%)
|
0.13
est: -0.64 (+120.3%)
|
1.16
est: 0.31 (+280.3%)
|
0.96
est: 0.98 (-2.0%)
|
2.43
est: 0.86 (+184.2%)
|
0.67
est: 1.59 (-57.7%)
|
1.09
est: 1.12 (-2.7%)
|
0.92
est: 0.96 (-3.7%)
|
0.66
est: 0.84 (-21.7%)
|
0.28
est: 0.69 (-59.1%)
|
0.59
est: 0.47 (+25.5%)
|
1.03
est: 0.96 (+7.9%)
|
1.01
est: 0.76 (+33.8%)
|
1.23
est: 1.02 (+21.2%)
|
1.20
est: 1.29 (-7.0%)
|
1.06
est: 1.02 (+3.9%)
|
0.93
est: 1.12 (-16.6%)
|
1.11
1.11 – 1.11
-0.4% YoY
|
1.31
1.31 – 1.31
+18.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-27 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-26 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-22 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-21 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-20 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-19 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-18 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-15 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-14 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-13 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-12 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-11 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-08 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-07 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-06 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-05 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-04 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-01 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-30 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-29 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-28 | C+ | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-24 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-17 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-16 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 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 | Provident Savings Bank, FSB Employee Stock Ownership Plan ("ESOP") | 781.2K | 10.60% | — | 781.2K | — | 781.2K | EP | Not applicable | 2022-02-02 | ↗ |
| 2 | Jason A. Stock | 616.9K | 8.28% | — | 616.9K | — | 616.9K | IN | UNITED STATES OF AMERICA | 2022-02-14 | ↗ |
| 3 | M3 FUNDS, LLC | 616.9K | 8.28% | — | 616.9K | — | 616.9K | OO | STATE OF DELAWARE, UNITED STATES OF AMERICA | 2022-02-14 | ↗ |
| 4 | M3 PARTNERS, LP | 616.9K | 8.28% | — | 616.9K | — | 616.9K | PN | STATE OF DELAWARE, UNITED STATES OF AMERICA | 2022-02-14 | ↗ |
| 5 | M3F, INC. | 616.9K | 8.28% | — | 616.9K | — | 616.9K | IA, CO | STATE OF UTAH, UNITED STATES OF AMERICA | 2022-02-14 | ↗ |
| 6 | William C. Waller | 616.9K | 8.28% | — | 616.9K | — | 616.9K | IN | UNITED STATES OF AMERICA | 2022-02-14 | ↗ |
| 7 | 30-0447847 | 539.4K | 7.20% | 525.9K | — | 539.4K | — | IA | Delaware | 2022-02-08 | ↗ |
| 8 | PARTNERS, LP | 401.2K | 5.40% | — | 401.2K | — | 401.2K | PN | AMERICA | 2020-09-25 | ↗ |
| 9 | No. 13-3180631 | 392.9K | 5.28% | — | 392.9K | — | 392.9K | HC | Minnesota | 2021-02-12 | ↗ |
| 10 | No. 41-1533211 | 392.9K | 5.28% | — | 392.9K | — | 392.9K | IA | Minnesota | 2021-02-12 | ↗ |
| 11 | Raffles Associates, L.P. | 381.3K | 5.30% | 381.3K | — | 381.3K | — | PN | Citizenship or Place of Organization | 2023-02-15 | ↗ |
| 12 | Ameriprise Financial, Inc. | 356.8K | 4.79% | — | 356.8K | — | 356.8K | HC | Minnesota | 2022-02-14 | ↗ |
| 13 | Columbia Management Investment Advisers, LLC | 356.8K | 4.79% | — | 356.8K | — | 356.8K | IA | Minnesota | 2022-02-14 | ↗ |
| 14 | 13-3127734 | 352.2K | 4.77% | 339.5K | — | 352.2K | — | HC | Delaware | 2022-02-10 | ↗ |
| 15 | 26-0385758 | 352.2K | 4.77% | 339.5K | — | 352.2K | — | IA | Delaware | 2022-02-10 | ↗ |
| 16 | (1) BlackRock, Inc. | 282.8K | 3.80% | 282.4K | — | 282.8K | — | HC | Delaware | 2021-07-12 | ↗ |
| 17 | FJ Capital Management | — | 0.00% | — | — | — | — | IA | Delaware | 2022-02-09 | ↗ |
| 18 | Financial Opportunity Fund LLC | — | 0.00% | — | — | — | — | OO | Delaware | 2022-02-09 | ↗ |
| 19 | Financial Opportunity Long/Short Fund LLC | — | 0.00% | — | — | — | — | OO | Delaware | 2022-02-09 | ↗ |
| 20 | Martin Friedman | — | 0.00% | — | — | — | — | IN | United States | 2022-02-09 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 491.3K +830.0 (+0.2%) | 7.82M +91.7K (+1.2%) | 7.60% +0.177 pp | 0.00% +0.000 pp | USD16.13 -1.4% | 51 qtrs — |
| 2 | RAFFLES ASSOCIATES LP | 391.2K -552.0 (-0.1%) | 6.22M +53.9K (+0.9%) | 6.05% +0.122 pp | 4.67% -1.076 pp | USD8.20 +94.0% | 61 qtrs — |
| 3 | FOURTHSTONE LLC | 352.2K +121.3K (+52.6%) | 5.60M +2.0M (+54.1%) | 5.45% +1.955 pp | 1.05% +0.397 pp | USD15.53 +2.4% | 6 qtrs — |
| 4 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 311.1K -8.3K (-2.6%) | 4.95M -81.2K (-1.6%) | 4.81% -0.022 pp | 0.00% 0.000 pp | USD15.62 +1.9% | 51 qtrs — |
| 5 | M3F, INC. | 299.6K -66.4K (-18.2%) | 4.77M -998.0K (-17.3%) | 4.64% -0.906 pp | 1.31% -0.325 pp | USD16.85 -5.6% | 36 qtrs — |
| 6 | AMERIPRISE FINANCIAL INC | 283.1K -532.0 (-0.2%) | 4.50M +36.9K (+0.8%) | 4.38% +0.087 pp | 0.00% +0.000 pp | USD17.80 -10.6% | 40 qtrs — |
| 7 | VANGUARD GROUP INC | 275.8K -5.0K (-1.8%) | 4.39M -34.3K (-0.8%) | 4.27% +0.017 pp | 0.00% +0.000 pp | USD12.30 +29.3% | 84 qtrs — |
| 8 | BLACKROCK, INC. | 275.7K -565.0 (-0.2%) | 4.39M +35.2K (+0.8%) | 4.27% +0.084 pp | 0.00% +0.000 pp | USD14.37 +10.7% | 6 qtrs — |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 218.9K -8.2K (-3.6%) | 3.48M -94.1K (-2.6%) | 3.39% -0.051 pp | 0.01% +0.001 pp | USD16.64 -4.4% | 60 qtrs — |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 66.7K +1.8K (+2.8%) | 1.06M +39.6K (+3.9%) | 1.03% +0.050 pp | 0.02% +0.000 pp | USD13.64 +16.6% | 64 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 57.5K -1.5K (-2.6%) | 914.4K -14.7K (-1.6%) | 0.89% -0.004 pp | 0.00% +0.000 pp | USD16.37 -2.8% | 64 qtrs — |
| 12 | EMPOWERED FUNDS, LLC | 31.5K +1.8K (+6.2%) | 500.4K +33.9K (+7.3%) | 0.49% +0.038 pp | 0.00% -0.001 pp | USD13.33 +19.4% | 11 qtrs — |
| 13 | FEDERATED HERMES, INC. | 29.7K +3.5K (+13.2%) | 471.8K +59.2K (+14.4%) | 0.46% +0.062 pp | 0.00% +0.000 pp | USD16.67 -4.6% | 54 qtrs — |
| 14 | ACADIAN ASSET MANAGEMENT LLC | 27.8K -6.9K (-19.9%) | 439.0K -104.0K (-19.2%) | 0.43% -0.095 pp | 0.00% 0.000 pp | USD17.81 -10.7% | 50 qtrs — |
| 15 | STATE STREET CORP | 24.1K +— (+0.0%) | 383.2K +3.9K (+1.0%) | 0.37% +0.008 pp | 0.00% +0.000 pp | USD19.41 -18.0% | 27 qtrs — |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20.8K +3.4K (+19.8%) | 330.9K +57.6K (+21.1%) | 0.32% +0.059 pp | 0.00% +0.000 pp | USD15.78 +0.8% | 2 qtrs — |
| 17 | NORTHERN TRUST CORP | 20.4K -142.0 (-0.7%) | 325.0K +1.0K (+0.3%) | 0.32% +0.005 pp | 0.00% +0.000 pp | USD16.94 -6.1% | 51 qtrs — |
| 18 | BANK OF NEW YORK MELLON CORP | 13.6K +1.0 (+0.0%) | 216.4K +2.2K (+1.0%) | 0.21% +0.005 pp | 0.00% +0.000 pp | USD17.57 -9.4% | 55 qtrs — |
| 19 | MORGAN STANLEY | 1.0K -435.0 (-30.2%) | 16.0K -6.7K (-29.5%) | 0.02% -0.006 pp | 0.00% +0.000 pp | USD14.50 +9.7% | 51 qtrs — |
| 20 | WELLS FARGO & COMPANY/MN | 699.00 +— (+0.0%) | 11.1K +115.0 (+1.0%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD15.75 +1.0% | 43 qtrs — |
| 21 | RONALD BLUE TRUST, INC. | 675.00 +— (+0.0%) | 10.7K +108.0 (+1.0%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD14.63 +8.7% | 15 qtrs — |
| 22 | UBS GROUP AG | 600.00 +87.0 (+17.0%) | 9.5K +1.5K (+18.1%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD14.31 +11.2% | 28 qtrs — |
| 23 | TOWER RESEARCH CAPITAL LLC (TRC) | 214.00 -113.0 (-34.6%) | 3.4K -1.7K (-33.9%) | 0.00% -0.002 pp | 0.00% 0.000 pp | USD15.82 +0.6% | 5 qtrs — |
| 24 | — | 100.00 +100.0 (+100.0%) | 1.6K +1.6K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.001 pp | USD15.91 +0.0% | 1 qtrs NEW |
| 25 | FMR LLC | 100.00 +— (+0.0%) | 1.6K +16.0 (+1.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.50 +2.6% | 3 qtrs — |
| 26 | BANK OF AMERICA CORP /DE/ | 51.00 -2.6K (-98.1%) | 811.00 -41.3K (-98.1%) | 0.00% -0.040 pp | 0.00% +0.000 pp | USD13.63 +16.7% | 13 qtrs — |
| 27 | JPMORGAN CHASE & CO | 32.00 +— (+0.0%) | 509.00 +5.0 (+1.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD12.72 +25.1% | 11 qtrs — |
| 28 | SBI SECURITIES CO., LTD. | 1.00 +— (+0.0%) | 16.00 +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD14.00 +13.6% | 5 qtrs — |
| 29 | GLOBAL RETIREMENT PARTNERS, LLC | 1.00 +1.0 (+100.0%) | 16.00 +16.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.00 +6.1% | 1 qtrs NEW |
| 30 | CONTINENTAL ADVISORS LLC | — -18.5K (-100.0%) | — -291.7K (-100.0%) | 0.00% -0.280 pp | 0.00% -0.126 pp | USD— | 48 qtrs SOLD |
| 31 | BARCLAYS PLC | — -1.1K (-100.0%) | — -16.3K (-100.0%) | 0.00% -0.017 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.03% | 430.5K | 0.47% |
| 2 | iShares Micro-Cap ETF IWC | 0.02% | 315.4K | 0.60% |
| 3 | U.S. Micro Cap Portfolio ETF DFMC | 0.01% | 1.12M | 0.43% |
| 4 | Dimensional - US Targeted Value ETF DFAT | 0.00% | 590.6K | 0.28% |
| 5 | Dimensional - US Small Cap ETF DFAS | 0.00% | 361.6K | 0.26% |
| 6 | Vanguard Extended Market ETF VXF | 0.00% | 970.8K | 0.05% |
| 7 | Dimensional - US Sustainability Core 1 ETF DFSU | 0.00% | 14.6K | 0.15% |
| 8 | Dimensional - US Marketwide Value ETF DFUV | 0.00% | 71.6K | 0.21% |
| 9 | Dimensional - US Core Equity 2 ETF DFAC | 0.00% | 115.2K | 0.17% |
| 10 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 1.3K | 0.17% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-12 | Wertz Gwendolyn | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 4,800 | 15.64 | 75.1K | 20,537 | D | ↗ |
| 2025-06-10 | Wertz Gwendolyn | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 1,940 | 15.40 | 29.9K | 25,337 | D | ↗ |
| 2025-05-22 | Fan Peter Chai | Officer | A-Award | A | Common Stock, Par Value $0.01 | 12,000 | 15.03 | 180.4K | 12,000 | D | ↗ |
| 2025-05-12 | Fan Peter Chai | Officer | — | — | Common Stock, Par Value $0.01 | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-05-07 | Weiant David | Officer | D-Return | D | Common Stock, Par Value $0.01 | 6,144 | 14.90 | 91.5K | 15,687 | D | ↗ |
| 2025-05-06 | Weiant David | Officer | D-Return | D | Common Stock, Par Value $0.01 | 3,856 | 15.07 | 58.1K | 21,831 | D | ↗ |
| 2025-02-22 | Sunarto Haryanto Lee | Officer | — | — | Common Stock, Par Value $0.01 | 0 | 0.00 | — | 8,825 | I | ↗ |
| 2024-12-19 | Demirdjian Avedis | Officer | A-Award | A | Common Stock Par Value $0.01 | 10,000 | 16.41 | 164.1K | 10,000 | D | ↗ |
| 2024-12-18 | Demirdjian Avedis | Officer | — | — | Common Stock, Par Value $0.01 | 0 | 0.00 | — | 0 | D | ↗ |
| 2024-11-21 | Harris Glee Ann | Officer | A-Award | A | Common Stock, Par Value $0.01 | 5,000 | 0.00 | — | 5,000 | D | ↗ |
| 2024-11-18 | Harris Glee Ann | Officer | — | — | Common Stock, Par Value $0.01 | 0 | 0.00 | — | 0 | D | ↗ |
| 2024-10-31 | BLUNDEN CRAIG G | Director | S-Sale | D | Common Stock, Par Value $0.01 | 1,059 | 15.57 | 16.5K | 243,642 | I | ↗ |
| 2024-05-23 | Wertz Gwendolyn | Officer | A-Award | A | Common Stock, Par Value $0.01 | 9,000 | 0.00 | — | 27,963 | — | ↗ |
| 2024-05-23 | Weiant David | Officer | A-Award | A | Common Stock, Par Value $0.01 | 9,000 | 0.00 | — | 26,275 | — | ↗ |
| 2024-05-23 | Webb Matthew | Director | A-Award | A | Option to purchase Common Stock | 10,000 | 12.58 | 125.8K | 10,000 | — | ↗ |
| 2024-05-23 | THOMAS WILLIAM E | Director | A-Award | A | Option to purchase Common Stock | 10,000 | 12.58 | 125.8K | 10,000 | — | ↗ |
| 2024-05-23 | TERNES DONAVON P | Officer | A-Award | A | Common Stock, Par Value $0.01 | 18,000 | 0.00 | — | 178,322 | — | ↗ |
| 2024-05-23 | Ritter Robert Scott | Officer | A-Award | A | Common Stock, Par Value $0.01 | 9,000 | 0.00 | — | 30,574 | — | ↗ |
| 2024-05-23 | Nguyen Tam B | Officer | A-Award | A | Common Stock, Par Value $0.01 | 13,500 | 0.00 | — | 21,477 | — | ↗ |
| 2024-05-23 | Michalak Kathy | Director | A-Award | A | Option to purchase Common Stock | 10,000 | 12.58 | 125.8K | 10,000 | — | ↗ |
| 2024-05-23 | Hawley Brian | Director | A-Award | A | Option to purchase Common Stock | 10,000 | 12.58 | 125.8K | 10,000 | — | ↗ |
| 2024-05-23 | GUTHRIE DEBBI | Director | A-Award | A | Option to purchase Common Stock | 10,000 | 12.58 | 125.8K | 10,000 | — | ↗ |
| 2024-05-23 | Carpenter Judy A | Director | A-Award | A | Option to purchase Common Stock | 10,000 | 12.58 | 125.8K | 10,000 | — | ↗ |
| 2024-05-23 | BRUNNER-SALTER LILIAN | Officer | A-Award | A | Common Stock, Par Value $0.01 | 9,000 | 0.00 | — | 64,712 | — | ↗ |
| 2024-05-23 | BLUNDEN CRAIG G | Director | A-Award | A | Option to purchase Common Stock | 10,000 | 12.58 | 125.8K | 10,000 | — | ↗ |
| 2024-01-02 | Nguyen Tam B | Officer | — | I | Common stock, par value $0.01 | 0 | 0.00 | — | 3,135 | — | ↗ |
| 2023-12-14 | Webb Matthew | Director | A-Award | A | Option to purchase common stock | 14,000 | 12.09 | 169.3K | 14,000 | — | ↗ |
| 2023-12-14 | Hawley Brian | Director | A-Award | A | Common Stock, Par Value $0.01 | 1,000 | 0.00 | — | 1,000 | — | ↗ |
| 2023-11-28 | Webb Matthew | Director | — | D | Common Stock, Par Value $0.01 | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-11-28 | Hawley Brian | Director | — | D | Common Stock, Par Value $0.01 | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-08-12 | Wertz Gwendolyn | Officer | A-Award | A | Common Stock, Par Value $0.01 | 3,350 | 0.00 | — | 26,109 | — | ↗ |
| 2022-08-12 | Weiant David | Officer | A-Award | A | Common Stock, Par Value $0.01 | 3,350 | 0.00 | — | 31,546 | — | ↗ |
| 2022-08-12 | THOMAS WILLIAM E | Director | A-Award | A | Option to Purchase Common Stock | 5,000 | 0.00 | — | 40,000 | — | ↗ |
| 2022-08-12 | TERNES DONAVON P | Officer | A-Award | A | Common Stock, Par Value $0.01 | 7,500 | 0.00 | — | 228,917 | — | ↗ |
| 2022-08-12 | TAYLOR ROY | Director | A-Award | A | Option to Purchase Common Stock | 5,000 | 0.00 | — | 40,000 | — | ↗ |
| 2022-08-12 | Ritter Robert Scott | Officer | A-Award | A | Common Stock, Par Value $0.01 | 3,350 | 0.00 | — | 26,928 | — | ↗ |
| 2022-08-12 | Michalak Kathy | Director | A-Award | A | Option to Purchase Common Stock | 5,000 | 0.00 | — | 19,000 | — | ↗ |
| 2022-08-12 | GUTHRIE DEBBI | Director | A-Award | A | Option to Purchase Common Stock | 5,000 | 14.52 | 72.6K | 40,000 | — | ↗ |
| 2022-08-12 | Carpenter Judy A | Director | A-Award | A | Option to Purchase Common Stock | 5,000 | 14.52 | 72.6K | 58,000 | — | ↗ |
| 2022-08-12 | BRUNNER-SALTER LILIAN | Officer | A-Award | A | Common Stock, Par Value $0.01 | 3,350 | 0.00 | — | 67,325 | — | ↗ |
| 2022-08-12 | BLUNDEN CRAIG G | Officer | A-Award | A | Common Stock, par value $0.01 | 7,500 | 0.00 | — | 249,477 | — | ↗ |
| 2022-08-12 | BENNETT BRUCE | Director | A-Award | A | Option to Purchase Common Stock | 5,000 | 14.52 | 72.6K | 40,000 | — | ↗ |
| 2021-12-16 | Michalak Kathy | Director | A-Award | A | Common Stock, Par Value $0.01 | 1,000 | 0.00 | — | 1,000 | — | ↗ |
| 2021-11-30 | Michalak Kathy | Director | — | D | Common Stock, Par Value $0.01 | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-11 | TAYLOR ROY | Director | S-Sale | D | Common Stock, Par Value $0.01 | 4,000 | 17.00 | 68.0K | 61,904 | — | ↗ |
| 2021-03-10 | THOMAS WILLIAM E | Director | S-Sale | D | Common Stock, Par Value $0.01 | 8,807 | 16.90 | 148.8K | 105,741 | — | ↗ |
| 2021-03-08 | BENNETT BRUCE | Director | S-Sale | D | Common Stock, Par Value $0.01 | 13,302 | 16.81 | 223.6K | 59,096 | — | ↗ |
| 2021-03-05 | BENNETT BRUCE | Director | S-Sale | D | Common Stock, Par Value $0.01 | 998 | 17.00 | 17.0K | 72,398 | — | ↗ |
| 2021-03-04 | BLUNDEN CRAIG G | Director / Officer | M-Exempt | A | Common Stock, Par Value $0.01 | 48,000 | 7.43 | 356.6K | 265,807 | — | ↗ |
| 2021-03-04 | BENNETT BRUCE | Director | S-Sale | D | Common Stock, Par Value $0.01 | 700 | 17.00 | 11.9K | 73,396 | — | ↗ |
| 2021-03-03 | TAYLOR ROY | Director | M-Exempt | A | Common Stock, Par Value $0.01 | 10,000 | 7.43 | 74.3K | 65,904 | — | ↗ |
| 2021-03-01 | TERNES DONAVON P | Officer | M-Exempt | A | Common Stock, Par Value $0.01 | 19,000 | 7.43 | 141.2K | 224,334 | — | ↗ |
| 2021-02-25 | TERNES DONAVON P | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 26,000 | 16.60 | 431.6K | 205,334 | — | ↗ |
| 2020-10-25 | Nguyen Tam B | Officer | — | D | Stock options | 6,000 | 18.88 | 113.3K | 0 | — | ↗ |
| 2020-04-30 | BARR JOSEPH | Director | A-Award | A | Common Stock, Par Value $0.01 | 1,800 | 13.22 | 23.8K | 24,518 | — | ↗ |
| 2020-03-17 | THOMAS WILLIAM E | Director | P-Purchase | A | Common Stock, Par Value $0.01 | 1,000 | 13.72 | 13.7K | 94,548 | — | ↗ |
| 2020-03-17 | BLUNDEN CRAIG G | Director / Officer | P-Purchase | A | Common Stock, Par Value $0.01 | 1,000 | 13.58 | 13.6K | 216,770 | — | ↗ |
| 2020-03-12 | THOMAS WILLIAM E | Director | P-Purchase | A | Common Stock, Par Value $0.01 | 1,000 | 15.00 | 15.0K | 93,548 | — | ↗ |
| 2020-03-10 | THOMAS WILLIAM E | Director | P-Purchase | A | Common Stock, Par Value $0.01 | 2,000 | 17.06 | 34.1K | 92,548 | — | ↗ |
| 2019-05-30 | Wertz Gwendolyn | Officer | A-Award | A | Common Stock, Par Value $0.01 | 13,500 | 0.00 | — | 22,198 | — | ↗ |
| 2019-05-30 | Weiant David | Officer | A-Award | A | Common Stock, Par Value $0.01 | 13,500 | 0.00 | — | 27,105 | — | ↗ |
| 2019-05-30 | THOMAS WILLIAM E | Director | A-Award | A | Option to Purchase Common Stock | 15,000 | 20.19 | 302.9K | 55,000 | — | ↗ |
| 2019-05-30 | TERNES DONAVON P | Officer | A-Award | A | Common Stock, Par Value $0.01 | 30,000 | 0.00 | — | 217,475 | — | ↗ |
| 2019-05-30 | TAYLOR ROY | Director | A-Award | A | Option to Purchase Common Stock | 15,000 | 20.19 | 302.9K | 45,000 | — | ↗ |
| 2019-05-30 | Ritter Robert Scott | Officer | A-Award | A | Common Stock, Par Value $0.01 | 13,500 | 0.00 | — | 25,931 | — | ↗ |
| 2019-05-30 | GUTHRIE DEBBI | Director | A-Award | A | Option to Purchase Common Stock | 15,000 | 20.19 | 302.9K | 35,000 | — | ↗ |
| 2019-05-30 | Carpenter Judy A | Director | A-Award | A | Option to Purchase Common Stock | 15,000 | 20.19 | 302.9K | 53,000 | — | ↗ |
| 2019-05-30 | BRUNNER-SALTER LILIAN | Officer | A-Award | A | Common Stock, Par Value $0.01 | 13,500 | 0.00 | — | 61,278 | — | ↗ |
| 2019-05-30 | BLUNDEN CRAIG G | Director / Officer | A-Award | A | Common Stock, Par Value $0.01 | 30,000 | 0.00 | — | 215,282 | — | ↗ |
| 2019-05-30 | BENNETT BRUCE | Director | A-Award | A | Option to Purchase Common Stock | 15,000 | 20.19 | 302.9K | 35,000 | — | ↗ |
| 2019-05-30 | BARR JOSEPH | Director | A-Award | A | Option to Purchase Common Stock | 15,000 | 20.19 | 302.9K | 35,000 | — | ↗ |
| 2019-03-11 | TERNES DONAVON P | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 5,000 | 20.05 | 100.3K | 187,475 | — | ↗ |
| 2018-11-13 | Weiant David | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 2,000 | 17.39 | 34.8K | 13,605 | — | ↗ |
| 2018-08-01 | Carpenter Judy A | Director | M-Exempt | D | Option to Purchase Common Stock | 1,000 | 14.59 | 14.6K | 38,000 | — | ↗ |
| 2018-03-13 | BLUNDEN CRAIG G | Director / Officer | M-Exempt | A | Common Stock, Par Value $0.01 | 29,000 | 7.03 | 203.9K | 202,259 | — | ↗ |
| 2018-03-07 | TERNES DONAVON P | Officer | M-Exempt | A | Common Stock, Par Value $0.01 | 25,000 | 7.03 | 175.8K | 209,647 | — | ↗ |
| 2018-02-13 | Weiant David | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 3,000 | 18.06 | 54.2K | 17,034 | — | ↗ |
| 2017-11-15 | TAYLOR ROY | Director | S-Sale | D | Common Stock, Par Value $0.01 | 18,618 | 19.01 | 353.9K | 55,904 | — | ↗ |
| 2017-11-14 | TAYLOR ROY | Director | S-Sale | D | Common Stock, Par Value $0.01 | 302 | 19.02 | 5.7K | 74,522 | — | ↗ |
| 2017-11-13 | TAYLOR ROY | Director | S-Sale | D | Common Stock, Par Value $0.01 | 570 | 19.04 | 10.9K | 74,824 | — | ↗ |
| 2017-11-10 | TAYLOR ROY | Director | S-Sale | D | Common Stock, Par Vlaue $0.01 | 198 | 19.02 | 3.8K | 75,394 | — | ↗ |
| 2017-11-09 | TAYLOR ROY | Director | S-Sale | D | Common Stock, Par Value $0.01 | 100 | 19.01 | 1.9K | 75,592 | — | ↗ |
| 2017-11-08 | TAYLOR ROY | Director | S-Sale | D | Common Stock, Par Value $0.01 | 3,105 | 19.00 | 59.0K | 75,692 | — | ↗ |
| 2017-11-07 | TAYLOR ROY | Director | S-Sale | D | Common Stock, Par Value $0.01 | 7,107 | 19.04 | 135.3K | 78,797 | — | ↗ |
| 2017-10-30 | BRUNNER-SALTER LILIAN | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 9,000 | 19.17 | 172.5K | 47,239 | — | ↗ |
| 2017-09-21 | BRUNNER-SALTER LILIAN | Officer | M-Exempt | A | Common Stock, Par Value $0.01 | 11,000 | 7.43 | 81.7K | 56,239 | — | ↗ |
| 2017-07-27 | THOMAS WILLIAM E | Director | W-Will | A | Common Stock, Par Value $0.01 | 4,075 | 0.00 | — | 4,075 | — | ↗ |
| 2017-06-27 | GUTHRIE DEBBI | Director | M-Exempt | A | Common Stock, Par Value $0.01 | 10,000 | 7.43 | 74.3K | 31,913 | — | ↗ |
| 2017-06-21 | GUTHRIE DEBBI | Director | S-Sale | D | Common Stock, Par Value $0.01 | 5,600 | 19.10 | 107.0K | 21,913 | — | ↗ |
| 2017-03-17 | Weiant David | Officer | M-Exempt | D | Option to Purchase Common Stock | 20,000 | 7.43 | 148.6K | 67,500 | — | ↗ |
| 2017-03-09 | Wertz Gwendolyn | Officer | D-Return | D | Common Stock, Par Value $0.01 | 1,375 | 18.75 | 25.8K | 10,846 | — | ↗ |
| 2017-01-09 | THOMAS WILLIAM E | Director | A-Award | A | Common Stock, Par Value $0.01 | 1,000 | 0.00 | — | 86,473 | — | ↗ |
| 2017-01-09 | TAYLOR ROY | Director | A-Award | A | Common Stock, Par Value $0.01 | 1,000 | 0.00 | — | 90,904 | — | ↗ |
| 2017-01-09 | GUTHRIE DEBBI | Director | A-Award | A | Common Stock, Par Value $0.01 | 1,000 | 0.00 | — | 27,513 | — | ↗ |
| 2017-01-09 | Carpenter Judy A | Director | A-Award | A | Common Stock, Par Value $0.01 | 1,000 | 0.00 | — | 4,200 | — | ↗ |
| 2017-01-09 | BENNETT BRUCE | Director | A-Award | A | Common Stock, Par Value $0.01 | 1,000 | 0.00 | — | 74,096 | — | ↗ |
| 2017-01-09 | BARR JOSEPH | Director | A-Award | A | Common Stock, Par Value $0.01 | 1,000 | 0.00 | — | 22,718 | — | ↗ |
| 2016-11-03 | Weiant David | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 1,909 | 19.02 | 36.3K | 19,466 | — | ↗ |
| 2016-11-02 | Weiant David | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 1,000 | 19.00 | 19.0K | 21,375 | — | ↗ |
| 2016-10-27 | BRUNNER-SALTER LILIAN | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 9,000 | 18.94 | 170.5K | 44,810 | — | ↗ |
| 2016-10-07 | BRUNNER-SALTER LILIAN | Officer | M-Exempt | A | Common Stock, Par Value $0.01 | 9,000 | 7.43 | 66.9K | 53,810 | — | ↗ |
| 2016-09-27 | Ritter Robert Scott | Officer | A-Award | A | Option to Purchase Common Stock | 20,000 | 19.79 | 395.8K | 20,000 | — | ↗ |
| 2016-09-26 | Ritter Robert Scott | Officer | — | D | Common Stock, Par Value $0.01 | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-08-31 | Carpenter Judy A | Director | M-Exempt | D | Option to Purchase Common Stock | 1,000 | 16.47 | 16.5K | 39,000 | — | ↗ |
| 2016-06-07 | GALE RICHARD L | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 91 | 18.50 | 1.7K | 78,747 | — | ↗ |
| 2016-05-05 | GALE RICHARD L | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 5,000 | 18.00 | 90.0K | 78,838 | — | ↗ |
| 2016-03-23 | GALE RICHARD L | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 5,000 | 17.90 | 89.5K | 83,129 | — | ↗ |
| 2016-02-22 | GUTHRIE DEBBI | Director | M-Exempt | D | Option to Purchase Common Stock | 10,000 | 7.43 | 74.3K | 41,800 | — | ↗ |
| 2016-02-17 | GUTHRIE DEBBI | Director | M-Exempt | D | Option to Purchase Common Stock | 9,000 | 7.03 | 63.3K | 51,800 | — | ↗ |
| 2016-02-12 | GUTHRIE DEBBI | Director | S-Sale | D | Common Stock, Par Value $0.01 | 8,200 | 16.87 | 138.3K | 7,513 | — | ↗ |
| 2015-11-17 | GALE RICHARD L | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 1,526 | 18.00 | 27.5K | 88,129 | — | ↗ |
| 2015-11-16 | GALE RICHARD L | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 2,594 | 18.00 | 46.7K | 89,655 | — | ↗ |
| 2015-11-13 | GALE RICHARD L | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 4,880 | 17.86 | 87.2K | 92,249 | — | ↗ |
| 2015-09-21 | Carpenter Judy A | Director | P-Purchase | A | Common Stock, Par Value $0.01 | 1,200 | 16.96 | 20.4K | 2,200 | — | ↗ |
| 2015-08-03 | Weiant David | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 3,800 | 16.21 | 61.6K | 21,815 | — | ↗ |
| 2015-07-30 | BLUNDEN CRAIG G | Director / Officer | P-Purchase | A | Common Stock, Par Value $0.01 | 4,000 | 16.20 | 64.8K | 170,248 | — | ↗ |
| 2015-06-22 | BARR JOSEPH | Director | M-Exempt | D | Option to Purchase Common Stock | 10,000 | 7.43 | 74.3K | 33,300 | — | ↗ |
| 2015-06-17 | BARR JOSEPH | Director | M-Exempt | D | Option to Purchase Common Stock | 9,000 | 7.03 | 63.3K | 53,300 | — | ↗ |
| 2015-06-16 | BARR JOSEPH | Director | S-Sale | D | Common Stock, Par Value $0.01 | 2,705 | 17.95 | 48.6K | 9,013 | — | ↗ |
| 2015-05-20 | BRUNNER-SALTER LILIAN | Officer | M-Exempt | A | Common Stock, Par Value $0.01 | 9,000 | 7.03 | 63.3K | 47,076 | — | ↗ |
| 2015-05-18 | BRUNNER-SALTER LILIAN | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 4,021 | 16.65 | 66.9K | 38,076 | — | ↗ |
| 2015-05-15 | BRUNNER-SALTER LILIAN | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 3,799 | 16.76 | 63.7K | 42,097 | — | ↗ |
| 2015-05-14 | BRUNNER-SALTER LILIAN | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 15,000 | 16.67 | 250.1K | 45,896 | — | ↗ |
| 2015-03-24 | GALE RICHARD L | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 2,671 | 16.10 | 43.0K | 98,326 | — | ↗ |
| 2015-03-23 | GALE RICHARD L | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 400 | 16.18 | 6.5K | 100,997 | — | ↗ |
| 2015-03-19 | GALE RICHARD L | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 29 | 16.33 | 473.57 | 101,397 | — | ↗ |
| 2014-11-13 | BLUNDEN CRAIG G | Director / Officer | A-Award | A | Common Stock, Par Value $0.01 | 925 | 15.00 | 13.9K | 165,535 | — | ↗ |
| 2014-09-30 | Weiant David | Officer | A-Award | A | Common Stock, Par Value $0.01 | 12,500 | 0.00 | — | 25,158 | — | ↗ |
| 2014-09-30 | THOMAS WILLIAM E | Director | A-Award | A | Option to Purchase | 20,000 | 14.59 | 291.8K | 53,300 | — | ↗ |
| 2014-09-30 | TERNES DONAVON P | Officer | A-Award | A | Option to Purchase Common | 40,000 | 14.59 | 583.6K | 134,000 | — | ↗ |
| 2014-09-30 | TAYLOR ROY | Director | A-Award | A | Option to Purchase | 20,000 | 14.59 | 291.8K | 43,300 | — | ↗ |
| 2014-09-30 | GUTHRIE DEBBI | Director | A-Award | A | Option to Purchase | 20,000 | 14.59 | 291.8K | 62,300 | — | ↗ |
| 2014-09-30 | GALE RICHARD L | Officer | A-Award | A | Option to Purchase Common | 17,500 | 14.59 | 255.3K | 54,500 | — | ↗ |
| 2014-09-30 | Carpenter Judy A | Director | A-Award | A | Option to Purchase | 20,000 | 14.59 | 291.8K | 40,000 | — | ↗ |
| 2014-09-30 | BRUNNER-SALTER LILIAN | Officer | A-Award | A | Common Stock, Par Value $0.01 | 12,500 | 0.00 | — | 72,643 | — | ↗ |
| 2014-09-30 | BLUNDEN CRAIG G | Director / Officer | A-Award | A | Option to Purchase Common | 43,000 | 14.59 | 627.4K | 150,000 | — | ↗ |
| 2014-09-30 | BENNETT BRUCE | Director | A-Award | A | Option to Purchase | 20,000 | 14.59 | 291.8K | 62,300 | — | ↗ |
| 2014-09-30 | BARR JOSEPH | Director | A-Award | A | Option to Purchase | 20,000 | 14.59 | 291.8K | 62,300 | — | ↗ |
| 2014-08-05 | BLUNDEN CRAIG G | Director / Officer | A-Award | A | Common Stock, Par Value $0.01 | 1,000 | 14.45 | 14.5K | 134,610 | — | ↗ |
| 2014-08-04 | Weiant David | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 1,000 | 14.33 | 14.3K | 12,838 | — | ↗ |
| 2014-05-01 | BLUNDEN CRAIG G | Director / Officer | A-Award | A | Common Stock, Par Value $0.01 | 1,500 | 14.22 | 21.3K | 133,610 | — | ↗ |
| 2014-02-25 | Wertz Gwendolyn | Officer | — | D | Common Stock, Par Value $0.01 | 0 | 0.00 | — | 0 | — | ↗ |
| 2013-12-13 | TAYLOR ROY | Director | S-Sale | D | Common Stock, Par Value $0.01 | 860 | 14.72 | 12.7K | 89,904 | — | ↗ |
| 2013-12-12 | TAYLOR ROY | Director | S-Sale | D | Common Stock, Par Value $0.01 | 14,540 | 14.68 | 213.4K | 90,764 | — | ↗ |
| 2013-12-11 | TAYLOR ROY | Director | S-Sale | D | Common Stock, Par Value $0.01 | 3,600 | 14.70 | 52.9K | 105,304 | — | ↗ |
| 2013-12-09 | TAYLOR ROY | Director | M-Exempt | A | Common Stock, Par value $0.01 | 10,000 | 7.43 | 74.3K | 108,904 | — | ↗ |
| 2013-08-21 | BRUNNER-SALTER LILIAN | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 4,230 | 18.07 | 76.4K | 59,480 | — | ↗ |
| 2013-08-07 | Weiant David | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 2,220 | 18.03 | 40.0K | 13,088 | — | ↗ |
| 2013-08-01 | THOMAS WILLIAM E | Director | S-Sale | D | Common Stock, Par Value $0.01 | 25,000 | 17.32 | 433.0K | 85,473 | — | ↗ |
| 2013-05-02 | GALE RICHARD L | Officer | S-Sale | D | Common Stock,Par Value $0.01 | 4,200 | 16.10 | 67.6K | 89,909 | — | ↗ |
| 2013-05-01 | GALE RICHARD L | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 4,145 | 16.20 | 67.1K | 94,109 | — | ↗ |
| 2013-04-30 | GALE RICHARD L | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 1,855 | 16.20 | 30.1K | 98,254 | — | ↗ |
| 2013-02-04 | Weiant David | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 2,000 | 17.30 | 34.6K | 14,399 | — | ↗ |
| 2013-01-31 | THOMAS WILLIAM E | Director | M-Exempt | A | Common Stock, Par Value $0.01 | 9,000 | 7.03 | 63.3K | 110,473 | — | ↗ |
| 2012-12-20 | Carpenter Judy A | Director | A-Award | A | Option to Purchase | 20,000 | 16.47 | 329.4K | 20,000 | — | ↗ |
| 2012-11-28 | GUTHRIE DEBBI | Director | S-Sale | D | Common Stock, Par Value $0.01 | 10,000 | 15.64 | 156.4K | 15,713 | — | ↗ |
| 2012-11-27 | Carpenter Judy A | Director | — | I | Common Stock, Par Value $0.01 | 0 | 0.00 | — | 1,000 | — | ↗ |
| 2012-08-28 | SCHRADER ROBERT G | Director | M-Exempt | A | Common Stock, Par Value $0.01 | 9,000 | 7.03 | 63.3K | 211,487 | — | ↗ |
| 2012-08-21 | Weiant David | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 5,300 | 12.96 | 68.7K | 16,399 | — | ↗ |
| 2012-08-20 | Weiant David | Officer | M-Exempt | D | Option to Purchase | 9,000 | 7.03 | 63.3K | 70,000 | — | ↗ |
| 2012-08-17 | GONZALES KATHRYN R | Officer | M-Exempt | D | Option to Purchase | 9,000 | 7.03 | 63.3K | 78,000 | — | ↗ |
| 2012-08-10 | GONZALES KATHRYN R | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 7,800 | 12.69 | 99.0K | 14,386 | — | ↗ |
| 2012-02-02 | Weiant David | Officer | S-Sale | D | Common Stock, Par Value $0.01 per share | 10,000 | 9.41 | 94.1K | 15,401 | — | ↗ |
| 2011-12-19 | Weiant David | Officer | S-Sale | D | Common Stock, $0.01 Par Value per share | 500 | 9.27 | 4.6K | 25,401 | — | ↗ |
| 2011-10-31 | Weiant David | Officer | S-Sale | D | Common Stock, Par Value $0.01 per share | 2,000 | 9.07 | 18.1K | 25,901 | — | ↗ |
| 2011-08-30 | Weiant David | Officer | S-Sale | D | Common Stock, Par Value $0.01 per share | 1,000 | 8.06 | 8.1K | 27,901 | — | ↗ |
| 2011-08-15 | GONZALES KATHRYN R | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 2,200 | 8.25 | 18.2K | 21,227 | — | ↗ |
| 2011-08-08 | GUTHRIE DEBBI | Director | P-Purchase | A | Common Stock, Par Value $0.01 per share | 3,712 | 8.32 | 30.9K | 25,713 | — | ↗ |
| 2011-06-20 | Weiant David | Officer | A-Award | A | Common Stock, Par Value $0.01 | 10,000 | 0.00 | — | 28,901 | — | ↗ |
| 2011-06-20 | THOMAS WILLIAM E | Director | A-Award | A | Option to Purchase | 20,000 | 7.43 | 148.6K | 59,800 | — | ↗ |
| 2011-06-20 | TERNES DONAVON P | Officer | A-Award | A | Option to Purchase Common | 45,000 | 7.43 | 334.4K | 130,500 | — | ↗ |
| 2011-06-20 | TAYLOR ROY | Director | A-Award | A | Option to Purchase | 20,000 | 7.43 | 148.6K | 59,800 | — | ↗ |
| 2011-06-20 | SCHRADER ROBERT G | Director | A-Award | A | Option to Purchase | 20,000 | 7.43 | 148.6K | 56,800 | — | ↗ |
| 2011-06-20 | GUTHRIE DEBBI | Director | A-Award | A | Option to Purchase | 20,000 | 7.43 | 148.6K | 59,800 | — | ↗ |
| 2011-06-20 | GONZALES KATHRYN R | Officer | A-Award | A | Common Stock, Par Value $0.01 | 10,000 | 0.00 | — | 23,427 | — | ↗ |
| 2011-06-20 | GALE RICHARD L | Officer | A-Award | A | Option to Purchase Common | 20,000 | 7.43 | 148.6K | 51,000 | — | ↗ |
| 2011-06-20 | BRUNNER-SALTER LILIAN | Officer | A-Award | A | Option to Purchase Common | 20,000 | 7.43 | 148.6K | 55,500 | — | ↗ |
| 2011-06-20 | BLUNDEN CRAIG G | Director / Officer | A-Award | A | Option to Purchase Common | 48,000 | 7.43 | 356.6K | 173,000 | — | ↗ |
| 2011-06-20 | BENNETT BRUCE | Director | A-Award | A | Option to Purchase | 20,000 | 7.43 | 148.6K | 59,800 | — | ↗ |
| 2011-06-20 | BARR JOSEPH | Director | A-Award | A | Option to Purchase | 20,000 | 7.43 | 148.6K | 89,800 | — | ↗ |
| 2010-11-16 | Weiant David | Officer | S-Sale | D | Common Stock, par value $.01 per share | 97 | 6.80 | 659.60 | 17,793 | — | ↗ |
| 2010-11-15 | Weiant David | Officer | S-Sale | D | Common Stock, par value $.01 per share | 903 | 6.80 | 6.1K | 17,890 | — | ↗ |
| 2010-08-03 | GONZALES KATHRYN R | Officer | S-Sale | D | Common Stock, Par Value $.01 Per Share | 5,000 | 6.10 | 30.5K | 1,400 | — | ↗ |
| 2010-08-02 | BARR JOSEPH | Director | S-Sale | D | Common Stock, par value $.01 per share | 8,000 | 6.00 | 48.0K | 11,718 | — | ↗ |
| 2009-12-10 | Weiant David | Officer | P-Purchase | A | Common Stock, par value $.01 per share | 4,800 | 2.50 | 12.0K | 17,480 | — | ↗ |
| 2009-12-10 | THOMAS WILLIAM E | Director | P-Purchase | A | Common Stock, par value $.01 per share | 60,000 | 2.50 | 150.0K | 101,473 | — | ↗ |
| 2009-12-10 | TERNES DONAVON P | Officer | P-Purchase | A | Common Stock, par value $.01 per share | 30,000 | 2.50 | 75.0K | 121,689 | — | ↗ |
| 2009-12-10 | TAYLOR ROY | Director | P-Purchase | A | Common Stock, par value $.01 per share | 40,000 | 2.50 | 100.0K | 84,754 | — | ↗ |
| 2009-12-10 | SCHRADER ROBERT G | Director | P-Purchase | A | Common Stock, par value $.01 per share | 20,000 | 2.50 | 50.0K | 197,660 | — | ↗ |
| 2009-12-10 | GUTHRIE DEBBI | Director | P-Purchase | A | Common Stock, par value $.01 per share | 10,000 | 2.50 | 25.0K | 22,001 | — | ↗ |
| 2009-12-10 | BLUNDEN CRAIG G | Director / Officer | P-Purchase | A | Common Stock, par value $.01 per share | 30,000 | 2.50 | 75.0K | 239,386 | — | ↗ |
| 2009-12-10 | BENNETT BRUCE | Director | P-Purchase | A | Common Stock, par value $.01 per share | 13,000 | 2.50 | 32.5K | 44,096 | — | ↗ |
| 2009-12-10 | BARR JOSEPH | Director | P-Purchase | A | Common Stock, $.01 par value per share | 14,000 | 2.50 | 35.0K | 19,718 | — | ↗ |
| 2009-09-04 | Weiant David | Officer | P-Purchase | A | Common Stock, Par Value $0.01 | 1,100 | 8.80 | 9.7K | 12,680 | — | ↗ |
| 2009-02-20 | THOMAS WILLIAM E | Director | P-Purchase | A | Common Stock, Par Value $0.01 | 3,371 | 4.32 | 14.6K | 41,473 | — | ↗ |
| 2008-12-11 | GALE RICHARD L | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 15,000 | 4.05 | 60.8K | 60,703 | — | ↗ |
| 2008-12-10 | GALE RICHARD L | Officer | S-Sale | D | Common Stock, Par Value $0.01 | 15,000 | 4.05 | 60.8K | 75,703 | — | ↗ |
| 2008-12-10 | BLUNDEN CRAIG G | Director / Officer | S-Sale | D | Common Stock, Par Value $0.01 | 4,500 | 4.02 | 18.1K | 207,937 | — | ↗ |
| 2008-12-05 | BLUNDEN CRAIG G | Director / Officer | S-Sale | D | Common Stock, Par Value $0.01 | 75,000 | 4.03 | 302.3K | 212,437 | — | ↗ |
| 2008-12-03 | BLUNDEN CRAIG G | Director / Officer | S-Sale | A | Common Stock, Par Value $0.01 | 5,905 | 5.10 | 30.1K | 287,437 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Donavon P. Ternes President and Chief Executive Officer | 511.5K | — | — | — | — | 221.1K | 732.5K | 0.00% | ↗ |
| 2 | 2025 | David S. Weiant Senior Vice President – Chief Lending Officer | 297.2K | — | — | — | — | 35.0K | 332.2K | 0.00% | ↗ |
| 3 | 2025 | Gwendolyn L. Wertz Senior Vice President- Retail Banking | 251.7K | — | — | — | — | 31.0K | 282.7K | 0.00% | ↗ |
| 4 | 2024 | Donavon P. Ternes President and Chief Executive Officer | 454.2K | — | 199.1K | — | — | 151.1K | 804.4K | 24.75% | ↗ |
| 5 | 2024 | Craig G. Blunden Chairman and former Chief Executive Officer | 385.2K | — | — | 22.3K | — | 195.7K | 603.2K | 3.70% | ↗ |
| 6 | 2024 | David S. Weiant Senior Vice President - Chief Lending Officer | 287.5K | — | 99.5K | — | — | 34.3K | 421.3K | 23.63% | ↗ |
| 7 | 2024 | TamHao B. Nguyen Senior Vice President - Chief Financial Officer | 235.6K | — | 149.3K | — | — | 23.3K | 408.2K | 36.58% | ↗ |
| 8 | 2024 | David S. Weiant Senior Vice President – Chief Lending Officer | 287.5K | — | 99.5K | — | — | 34.3K | 408.2K | 24.38% | ↗ |
| 9 | 2023 | Craig G. Blunden Chairman and Chief Executive Officer | 540.7K | — | 97.1K | — | 280.7K | 32.4K | 951.1K | 10.21% | ↗ |
| 10 | 2023 | Craig G. Blunden Chairman and former Chief Executive Officer | 540.7K | — | 97.1K | — | 280.7K | 32.4K | 951.1K | 10.21% | ↗ |
| 11 | 2023 | Donavon P. Ternes President and Chief Executive Officer | 388.7K | — | 97.1K | — | 201.9K | 34.8K | 722.5K | 13.44% | ↗ |
| 12 | 2023 | Donavon P. Ternes President, Chief Operating Officer, Chief Financial Officer and Secretary | 388.7K | — | 97.1K | — | 201.9K | 34.8K | 722.5K | 13.44% | ↗ |
| 13 | 2023 | David S. Weiant Senior Vice President - Chief Lending Officer | 275.7K | — | 43.4K | — | 64.4K | 34.3K | 417.8K | 10.38% | ↗ |
| 14 | 2022 | Craig G. Blunden Chairman and Chief Executive Officer | 529.8K | — | — | — | — | 31.9K | 561.6K | 0.00% | ↗ |
| 15 | 2022 | Donavon P. Ternes President, Chief Operating Officer, Chief Financial Officer and Secretary | 373.8K | — | — | — | — | 33.7K | 407.5K | 0.00% | ↗ |
| 16 | 2022 | David S. Weiant Senior Vice President - Chief Lending Officer | 266.0K | — | — | — | — | 34.1K | 300.1K | 0.00% | ↗ |
| 17 | 2021 | Donavon P. Ternes President, Chief Operating Officer, Chief Financial Officer and Secretary | 362.9K | — | — | — | — | 192.2K | 555.0K | 0.00% | ↗ |
| 18 | 2021 | Craig G. Blunden Chairman and Chief Executive Officer | 519.8K | — | — | — | — | 33.7K | 553.5K | 0.00% | ↗ |
| 19 | 2021 | David S. Weiant Senior Vice President - Chief Lending Officer | 258.7K | — | — | — | — | 31.8K | 290.6K | 0.00% | ↗ |
| 20 | 2020 | Donavon P. Ternes President, Chief Operating Officer, Chief Financial Officer and Secretary | 353.9K | — | — | — | — | 197.5K | 551.4K | 0.00% | ↗ |
| 21 | 2020 | Craig G. Blunden Chairman and Chief Executive Officer | 509.6K | — | — | — | — | 33.1K | 542.7K | 0.00% | ↗ |
| 22 | 2020 | David S. Weiant Senior Vice President - Chief Lending Officer | 253.3K | — | — | — | — | 37.8K | 291.1K | 0.00% | ↗ |
| 23 | 2019 | Craig G. Blunden Chairman and Chief Executive Officer | 499.9K | — | 557.1K | — | 260.0K | 28.7K | 1.35M | 41.40% | ↗ |
| 24 | 2019 | Donavon P. Ternes President, Chief Operating Officer, Chief Financial Officer and Secretary | 344.0K | — | 557.1K | — | 200.0K | 118.9K | 1.22M | 45.66% | ↗ |
| 25 | 2019 | David S. Weiant Senior Vice President - Chief Lending Officer | 247.5K | — | 250.7K | — | 56.9K | 29.4K | 584.5K | 42.89% | ↗ |
| 26 | 2018 | Donavon P. Ternes President, Chief Operating Officer, Chief Financial Officer and Secretary | 338.6K | — | — | — | — | 188.8K | 527.4K | 0.00% | ↗ |
| 27 | 2018 | Craig G. Blunden Chairman and Chief Executive Officer | 493.5K | — | — | — | — | 29.0K | 522.5K | 0.00% | ↗ |
| 28 | 2018 | David S. Weiant Senior Vice President - Chief Lending Officer | 246.5K | — | — | — | — | 29.4K | 275.8K | 0.00% | ↗ |
| 29 | 2018 | Gwendolyn L. Wertz Senior Vice President- Retail Banking | 205.5K | — | — | — | — | 26.4K | 231.9K | 0.00% | ↗ |
| 30 | 2018 | Robert "Scott" Ritter Senior Vice President- Mortgage Banking | 192.0K | — | — | — | — | 11.9K | 203.9K | 0.00% | ↗ |
| 31 | 2017 | Robert "Scott" Ritter Senior Vice President- Mortgage Banking | 147.7K | — | 273.9K | 131.8K | — | 5.5K | 558.9K | 72.59% | ↗ |
| 32 | 2017 | Craig G. Blunden Chairman and Chief Executive Officer | 460.7K | — | — | — | — | 27.1K | 487.8K | 0.00% | ↗ |
| 33 | 2017 | Donavon P. Ternes President, Chief Operating Officer, Chief Financial Officer and Secretary | 327.7K | — | — | — | — | 27.5K | 355.2K | 0.00% | ↗ |
| 34 | 2017 | David S. Weiant Senior Vice President - Chief Lending Officer | 221.8K | — | — | — | — | 20.8K | 242.6K | 0.00% | ↗ |
| 35 | 2017 | Gwendolyn L. Wertz Senior Vice President- Retail Banking | 200.2K | — | — | — | — | 25.1K | 225.3K | 0.00% | ↗ |
| 36 | 2016 | Donavon P. Ternes President, Chief Operating Officer, Chief Financial Officer and Secretary | 316.7K | — | — | — | — | 468.1K | 784.8K | 0.00% | ↗ |
| 37 | 2016 | Craig G. Blunden Chairman and Chief Executive Officer | 466.6K | — | — | — | — | 26.1K | 492.7K | 0.00% | ↗ |
| 38 | 2016 | Richard L. Gale Senior Vice President - Mortgage Banking | 216.0K | — | — | — | 216.1K | 25.0K | 457.2K | 0.00% | ↗ |
| 39 | 2016 | David S. Weiant Senior Vice President - Chief Lending Officer | 216.7K | — | — | — | — | 22.1K | 238.8K | 0.00% | ↗ |
| 40 | 2016 | Gwendolyn L. Wertz Senior Vice President- Retail Banking | 195.7K | — | — | — | — | 21.7K | 217.4K | 0.00% | ↗ |
| 41 | 2015 | Craig G. Blunden Chairman and Chief Executive Officer | 452.4K | — | 399.0K | 260.6K | 234.0K | 70.9K | 1.42M | 46.55% | ↗ |
| 42 | 2015 | Craig G. Blunden Chairman and Chief Executive Officer | 452.4K | — | 399.0K | 260.6K | 234.0K | 70.9K | 1.42M | 46.55% | ↗ |
| 43 | 2015 | Donavon P. Ternes President, Chief Operating Officer, Chief Financial Officer and Secretary | 300.5K | — | 379.1K | 242.4K | 153.2K | 254.7K | 1.33M | 46.73% | ↗ |
| 44 | 2015 | Donavon P. Ternes President, Chief Operating Officer, Chief Financial | 300.5K | — | 379.1K | 242.4K | 153.2K | 24.6K | 1.33M | 46.73% | ↗ |
| 45 | 2015 | Richard L. Gale Senior Vice President - Mortgage Banking | 210.0K | — | 166.3K | 106.1K | 481.1K | 18.3K | 981.7K | 27.74% | ↗ |
| 46 | 2015 | Richard L. Gale Senior Vice President - Mortgage Banking | 210.0K | — | 166.3K | 106.1K | 481.1K | 18.3K | 981.7K | 27.74% | ↗ |
| 47 | 2015 | David S. Weiant Senior Vice President - Chief Lending Officer | 210.9K | — | 166.3K | 106.1K | 44.3K | 21.8K | 549.4K | 49.57% | ↗ |
| 48 | 2015 | David S. Weiant Senior Vice President - Chief Lending Officer | 210.9K | — | 166.3K | 106.1K | 44.3K | 21.8K | 549.4K | 49.57% | ↗ |
| 49 | 2015 | Gwendolyn L. Wertz Senior Vice President- Retail Banking | 190.0K | — | — | — | 39.9K | 14.7K | 244.6K | 0.00% | ↗ |
| 50 | 2014 | Donavon P. Ternes President, Chief Operating Officer, Chief Financial Officer and Secretary | 284.8K | — | — | — | — | 318.8K | 603.6K | 0.00% | ↗ |
| 51 | 2014 | Donavon P. Ternes President, Chief Operating Officer, Chief Financial | 284.8K | — | — | — | — | 24.5K | 603.6K | 0.00% | ↗ |
| 52 | 2014 | Craig G. Blunden Chairman and Chief Executive Officer | 435.1K | — | — | — | — | 38.5K | 473.5K | 0.00% | ↗ |
| 53 | 2014 | Craig G. Blunden Chairman and Chief Executive Officer | 435.1K | — | — | — | — | 38.5K | 473.5K | 0.00% | ↗ |
| 54 | 2014 | Gwendolyn L. Wertz Senior Vice President- Retail Banking | 79.2K | — | 209.4K | 136.0K | — | 3.8K | 428.3K | 80.64% | ↗ |
| 55 | 2014 | David S. Weiant Senior Vice President - Chief Lending Officer | 205.2K | — | — | — | — | 27.4K | 232.6K | 0.00% | ↗ |
| 56 | 2014 | David S. Weiant Senior Vice President - Chief Lending Officer | 205.2K | — | — | — | — | 27.4K | 232.6K | 0.00% | ↗ |
| 57 | 2014 | Richard L. Gale Senior Vice President - Mortgage Banking | 186.0K | — | — | — | 24.0K | 19.5K | 229.5K | 0.00% | ↗ |
| 58 | 2014 | Richard L. Gale Senior Vice President - Mortgage Banking | 186.0K | — | — | — | 24.0K | 19.5K | 229.5K | 0.00% | ↗ |
| 59 | 2013 | Craig G. Blunden Chairman and Chief Executive Officer | 414.4K | — | — | — | 379.0K | 349.9K | 1.14M | 0.00% | ↗ |
| 60 | 2013 | Craig G. Blunden Chairman and Chief Executive Officer | 414.4K | — | — | — | 379.0K | 40.5K | 1.14M | 0.00% | ↗ |
| 61 | 2013 | Richard L. Gale Senior Vice President - Mortgage Banking | 186.0K | — | — | — | 750.0K | 17.6K | 953.6K | 0.00% | ↗ |
| 62 | 2013 | Richard L. Gale Senior Vice President - Mortgage Banking | 186.0K | — | — | — | 750.0K | 17.6K | 953.6K | 0.00% | ↗ |
| 63 | 2013 | Donavon P. Ternes President, Chief Operating Officer, Chief Financial | 271.2K | — | — | — | 223.3K | 27.4K | 567.0K | 0.00% | ↗ |
| 64 | 2013 | Donavon P. Ternes President, Chief Operating Officer, Chief Financial Officer and Secretary | 271.2K | — | — | — | 223.3K | 72.5K | 567.0K | 0.00% | ↗ |
| 65 | 2013 | David S. Weiant Senior Vice President - Chief Lending Officer | 198.7K | — | — | — | 83.8K | 30.1K | 312.6K | 0.00% | ↗ |
| 66 | 2013 | David S. Weiant Senior Vice President - Chief Lending Officer | 198.7K | — | — | — | 83.8K | 30.1K | 312.6K | 0.00% | ↗ |
| 67 | 2013 | Kathryn R. Gonzales Senior Vice President - Retail Banking | 191.3K | — | — | — | 80.7K | 23.0K | 295.0K | 0.00% | ↗ |
| 68 | 2012 | Richard L. Gale Senior Vice President - Mortgage Banking | 186.0K | — | — | — | 712.5K | 19.4K | 917.9K | 0.00% | ↗ |
| 69 | 2012 | Craig G. Blunden Chairman and Chief Executive Officer | 394.6K | — | — | — | 228.6K | 271.1K | 894.3K | 0.00% | ↗ |
| 70 | 2012 | Donavon P. Ternes President, Chief Operating Officer, Chief Financial Officer and Secretary | 258.3K | — | — | — | 134.6K | 401.8K | 794.7K | 0.00% | ↗ |
| 71 | 2012 | David S. Weiant Senior Vice President - Chief Lending Officer | 192.0K | — | — | — | 51.3K | 23.8K | 267.1K | 0.00% | ↗ |
| 72 | 2012 | Kathryn R. Gonzales Senior Vice President - Retail Banking | 184.8K | — | — | — | 49.4K | 16.6K | 250.7K | 0.00% | ↗ |
| 73 | 2011 | Craig G. Blunden Chairman and Chief Executive Officer | 385.0K | 150.0K | 169.7K | 174.7K | — | 166.5K | 1.05M | 32.93% | ↗ |
| 74 | 2011 | Richard L. Gale Senior Vice President - Mortgage Banking | 138.0K | — | 70.7K | 72.8K | 600.0K | 18.8K | 900.3K | 15.94% | ↗ |
| 75 | 2011 | Donavon P. Ternes President, Chief Operating Officer, Chief Financial Officer and Secretary | 220.5K | 100.0K | 159.1K | 163.8K | — | 20.1K | 663.5K | 48.66% | ↗ |
| 76 | 2011 | David S. Weiant Senior Vice President - Chief Lending Officer | 186.0K | 40.0K | 70.7K | 72.8K | — | 20.3K | 389.8K | 36.81% | ↗ |
| 77 | 2011 | Kathryn R. Gonzales Senior Vice President - Retail Banking | 175.2K | 40.0K | 70.7K | 72.8K | — | 14.9K | 373.6K | 38.41% | ↗ |
| 78 | 2010 | Donavon P. Ternes President, Chief Operating Officer, Chief Financial Officer and Secretary | 220.5K | — | — | — | — | 1.77M | 1.99M | 0.00% | ↗ |
| 79 | 2010 | Craig G. Blunden Chairman and Chief Executive Officer | 385.0K | — | — | — | — | 313.5K | 698.5K | 0.00% | ↗ |
| 80 | 2010 | Craig G. Blunden President and Chief Executive Officer | 385.0K | — | 128.1K | 59.6K | — | 29.2K | 602.0K | 31.19% | ↗ |
| 81 | 2010 | Donavon P. Ternes Chief Operating Officer, Chief Financial Officer and Secretary | 220.5K | — | 105.6K | 49.0K | — | 16.0K | 391.0K | 39.52% | ↗ |
| 82 | 2010 | Kathryn R. Gonzales Senior Vice President - Retail Banking | 175.2K | — | — | — | — | 15.2K | 190.4K | 0.00% | ↗ |
| 83 | 2009 | Craig G. Blunden President and Chief Executive Officer | 385.0K | — | 123.1K | 101.5K | — | 39.1K | 648.7K | 34.62% | ↗ |
| 84 | 2009 | Craig G. Blunden Chairman and Chief Executive Officer | 385.0K | — | 123.1K | 101.5K | — | 39.1K | 648.7K | 34.62% | ↗ |
| 85 | 2009 | Donavon P. Ternes President, Chief Operating Officer, Chief Financial Officer and Secretary | 220.5K | — | 101.2K | 77.5K | — | 18.9K | 418.1K | 42.74% | ↗ |
| 86 | 2009 | Donavon P. Ternes Chief Operating Officer, Chief Financial Officer and Secretary | 220.5K | — | 101.2K | 77.5K | — | 18.9K | 418.1K | 42.74% | ↗ |
| 87 | 2009 | Kathryn R. Gonzales Senior Vice President - Retail Banking | 175.2K | — | 34.7K | 100.4K | — | 19.2K | 329.5K | 41.01% | ↗ |
| 88 | 2008 | Craig G. Blunden President and Chief Executive Officer | 377.5K | — | 79.5K | 93.0K | — | 58.6K | 608.6K | 28.34% | ↗ |
| 89 | 2008 | Donavon P. Ternes Chief Operating Officer, Chief Financial Officer and Secretary | 215.3K | — | 65.5K | 68.5K | — | 40.6K | 389.9K | 34.37% | ↗ |
| 90 | 2008 | Kathryn R. Gonzales Senior Vice President - Retail Banking | 167.6K | — | 21.2K | 94.7K | — | 14.0K | 297.5K | 38.96% | ↗ |
| 91 | 2008 | Richard L. Gale Senior Vice President - Mortgage Banking | 114.0K | — | 21.2K | 22.6K | — | 20.3K | 178.1K | 24.60% | ↗ |
| 92 | 2007 | Craig G. Blunden President and Chief Executive Officer | 366.1K | — | 31.8K | 69.6K | — | 65.7K | 533.2K | 19.01% | ↗ |
| 93 | 2007 | Donavon P. Ternes Chief Financial Officer and Secretary | 201.5K | — | 48.4K | 44.7K | — | 49.9K | 344.6K | 27.03% | ↗ |
| 94 | 2007 | Thomas "Lee" Fenn Senior Vice President - Chief Lending Officer | 153.0K | — | 8.5K | 80.7K | — | 41.7K | 283.8K | 31.41% | ↗ |
| 95 | 2007 | Kathryn R. Gonzales Senior Vice President - Retail Banking | 140.2K | 20.0K | 8.5K | 80.1K | — | 8.3K | 257.0K | 34.45% | ↗ |
| 96 | 2007 | Lilian Salter Senior Vice President - Chief Information Officer | 130.3K | — | 8.5K | 22.2K | — | 34.7K | 195.6K | 15.66% | ↗ |
| 97 | 2007 | Richard L. Gale Senior Vice President - Mortgage Banking | 114.0K | — | 8.5K | 16.4K | — | 46.1K | 184.9K | 13.43% | ↗ |
| 98 | 2006 | Craig G. Blunden Chief Executive Officer and President | 353.6K | 196.2K | — | — | — | 50.7K | 600.6K | 0.00% | ↗ |
| 99 | 2006 | Richard L. Gale Senior Vice President - Mortgage Banking | 103.5K | 445.5K | — | — | — | 38.2K | 587.2K | 0.00% | ↗ |
| 100 | 2006 | Donavon P. Ternes Chief Financial Officer and Secretary | 184.0K | 75.6K | — | — | — | 40.7K | 300.4K | 0.00% | ↗ |
| 101 | 2006 | Thomas "Lee" Fenn Senior Vice President - Chief Lending Officer | 143.3K | 38.0K | — | — | — | 35.5K | 216.8K | 0.00% | ↗ |
| 102 | 2006 | Lilian Brunner-Salter Senior Vice President - Chief Information Officer | 125.6K | 35.4K | — | — | — | 29.7K | 190.7K | 0.00% | ↗ |
| 103 | 2006 | Milton J. Knox Senior Vice President - Retail Banking | 125.2K | 29.5K | — | — | — | 6.0K | 160.7K | 0.00% | ↗ |
| 104 | 2005 | Richard L. Gale Senior Vice President - Mortgage Banking | 100.0K | 630.0K | — | — | — | 41.9K | 771.9K | 0.00% | ↗ |
| 105 | 2005 | Craig G. Blunden Chief Executive Officer and President | 335.0K | 231.6K | — | — | — | 53.5K | 620.0K | 0.00% | ↗ |
| 106 | 2005 | Donavon P. Ternes Chief Financial Officer and Secretary | 166.4K | 85.5K | — | — | — | 44.5K | 296.4K | 0.00% | ↗ |
| 107 | 2005 | Thomas "Lee" Fenn Senior Vice President - Chief Lending Officer | 142.1K | 44.9K | — | — | — | 10.0K | 197.0K | 0.00% | ↗ |
| 108 | 2005 | Lilian Brunner Senior Vice President - Chief Information Officer | 120.9K | 42.6K | — | — | — | 32.2K | 195.8K | 0.00% | ↗ |
| 109 | 2005 | Lilian Brunner-Salter Senior Vice President - Chief Information Officer | 120.9K | 42.6K | — | — | — | 24.6K | 188.2K | 0.00% | ↗ |
| 110 | 2005 | Milton J. Knox Senior Vice President - Retail Banking | 96.0K | 27.7K | — | 25.0K | — | 5.0K | 153.7K | 16.27% | ↗ |
| 111 | 2004 | Richard L. Gale Senior Vice President - Mortgage Banking | 100.0K | 585.0K | — | 14.0K | — | 34.6K | 733.6K | 1.91% | ↗ |
| 112 | 2004 | Craig G. Blunden Chief Executive Officer and President | 311.3K | 208.3K | — | 66.0K | — | 25.1K | 610.6K | 10.81% | ↗ |
| 113 | 2004 | Donavon P. Ternes Chief Financial Officer and Secretary | 150.7K | 76.3K | — | 36.5K | — | 36.1K | 299.7K | 12.18% | ↗ |
| 114 | 2004 | Thomas "Lee" Fenn Senior Vice President - Chief Lending Officer | 128.9K | 44.1K | — | 63.5K | — | 7.6K | 244.1K | 26.02% | ↗ |
| 115 | 2004 | Lilian Brunner Senior Vice President - Chief Information Officer | 116.3K | 40.3K | — | 18.5K | — | 27.0K | 202.1K | 9.15% | ↗ |
| 116 | 2004 | Lilian Brunner-Salter Senior Vice President - Chief Information Officer | 116.3K | 40.3K | — | 18.5K | — | 27.0K | 202.1K | 9.15% | ↗ |
| 117 | 2003 | Richard L. Gale Senior Vice President- Mortgage Banking | 100.0K | 585.0K | — | — | — | 30.9K | 715.9K | 0.00% | ↗ |
| 118 | 2003 | Richard L. Gale Senior Vice President - Mortgage Banking | 100.0K | 585.0K | — | — | — | 30.9K | 715.9K | 0.00% | ↗ |
| 119 | 2003 | Craig G. Blunden Chief Executive Officer and President | 290.4K | 165.8K | — | — | — | 47.5K | 503.7K | 0.00% | ↗ |
| 120 | 2003 | Donavon P. Ternes Chief Financial Officer and Secretary | 138.0K | 51.7K | 114.8K | — | — | 28.5K | 333.0K | 34.48% | ↗ |
| 121 | 2003 | Robert G. Schrader Executive Vice President and Chief Operating Officer | 121.1K | 38.7K | — | — | — | 25.0K | 184.8K | 0.00% | ↗ |
| 122 | 2003 | Lilian Brunner Senior Vice President- Chief Information Officer | 111.8K | 43.2K | — | — | — | 21.3K | 176.3K | 0.00% | ↗ |
| 123 | 2003 | Lilian Brunner Senior Vice President - Chief Information Officer | 111.8K | 43.2K | — | — | — | 21.3K | 176.3K | 0.00% | ↗ |
| 124 | 2003 | Donald L. Blanchard Senior Vice President- Retail Banking | 111.9K | 38.9K | — | — | — | 21.6K | 172.3K | 0.00% | ↗ |
| 125 | 2002 | Richard L. Gale Senior Vice President- Mortgage Banking | 100.0K | 585.0K | — | — | — | 22.3K | 707.3K | 0.00% | ↗ |
| 126 | 2002 | Craig G. Blunden Chief Executive Officer and President | 276.6K | 82.0K | — | — | — | 36.0K | 394.6K | 0.00% | ↗ |
| 127 | 2002 | Robert G. Schrader Executive Vice President and Chief Operating Officer | 142.8K | 28.6K | — | — | — | 17.6K | 189.0K | 0.00% | ↗ |
| 128 | 2002 | Donavon P. Ternes Chief Financial Officer and Secretary | 129.4K | 28.1K | — | — | — | 10.5K | 168.0K | 0.00% | ↗ |
| 129 | 2002 | (table continues on following page) <PAGE> Donavon P. Ternes Senior Vice President and Chief Financial Officer | 129.4K | 28.1K | — | — | — | 10.5K | 168.0K | 0.00% | ↗ |
| 130 | 2002 | Lilian Brunner Senior Vice President- Chief Information Officer | 107.6K | 21.6K | — | — | — | 16.6K | 145.7K | 0.00% | ↗ |
| 131 | 2002 | Donald L. Blanchard Senior Vice President- Retail Banking | 107.6K | 21.6K | — | — | — | 15.7K | 144.8K | 0.00% | ↗ |
| 132 | 2002 | Donald L. Blanchard Senior Vice President- Retail Banking (table continues on following page) <PAGE> | 107.6K | — | — | — | — | 15.7K | 123.3K | 0.00% | ↗ |
| 133 | 2001 | (table continues on following page) <PAGE> Donavon P. Ternes Senior Vice President and Chief Financial Officer | 83.3K | 21.3K | 298.0K | 45.0K | — | 4.8K | 452.4K | 75.82% | ↗ |
| 134 | 2001 | Donavon P. Ternes Chief Financial Officer and Secretary | 83.3K | 21.3K | 298.0K | 45.0K | — | 4.8K | 452.4K | 75.82% | ↗ |
| 135 | 2001 | Richard L. Gale Senior Vice President- Mortgage Banking | 100.0K | 292.5K | — | — | — | 11.3K | 403.8K | 0.00% | ↗ |
| 136 | 2001 | Craig G. Blunden Chief Executive Officer and President | 263.4K | 98.3K | — | — | — | 34.2K | 395.9K | 0.00% | ↗ |
| 137 | 2001 | Robert G. Schrader Executive Vice President and Chief Operating Officer | 137.3K | 34.7K | — | — | — | 16.6K | 188.6K | 0.00% | ↗ |
| 138 | 2001 | Lilian Brunner Senior Vice President- Chief Information Officer | 101.6K | 25.5K | — | — | — | 15.7K | 142.9K | 0.00% | ↗ |
| 139 | 2001 | Donald L. Blanchard Senior Vice President- Retail Banking (table continues on following page) <PAGE> | 103.6K | 20.9K | — | — | — | 14.6K | 139.1K | 0.00% | ↗ |
| 140 | 2001 | Donald L. Blanchard Senior Vice President- Retail Banking | 103.6K | 20.9K | — | — | — | 14.6K | 139.1K | 0.00% | ↗ |
| 141 | 2000 | Craig G. Blunden Chief Executive Officer and President | 249.5K | 82.6K | — | — | — | 31.2K | 363.3K | 0.00% | ↗ |
| 142 | 2000 | Robert G. Schrader Executive Vice President and Chief Operating Officer | 132.1K | 29.8K | — | — | — | 12.2K | 174.1K | 0.00% | ↗ |
| 143 | 2000 | Donald L. Blanchard Senior Vice President- Retail Banking (table continues on following page) <PAGE> | 99.6K | 20.2K | — | — | — | 11.7K | 131.5K | 0.00% | ↗ |
| 144 | 2000 | Lilian Brunner Senior Vice President- Chief Information Officer | 96.1K | 21.6K | — | — | — | 10.7K | 128.4K | 0.00% | ↗ |
| 145 | 2000 | Richard L. Gale Senior Vice President- Mortgage Banking | 100.0K | — | — | — | — | 11.9K | 111.9K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Donavon Ternes | President & Chief Executive Officer | 554.1K | male |
| Peter C. Fan | Senior Vice President, Chief Financial Officer & Corporate Secretary | 258.9K | male |
| Robert Ritter | Senior Vice President of Single-family Division | 203.9K | male |
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