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RBB Bancorp (RBB)

USD27.37 +0.28 (+1.03%)
US NASDAQ Financial Services Banks - Regional
Address 1055 Wilshire Boulevard 90017
Los Angeles, CA, US
CEO Johnny Lee
IPO 2017-07-26
CIK 1499422 ISIN US74930B1052

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Description

RBB Bancorp, founded in 2008 and headquartered in Los Angeles, California, functions as the parent entity for Royal Business Bank. The bank specializes in offering a comprehensive suite of financial products and banking services primarily to the Chinese-American, Korean-American, and other Asian-American populations. Its deposit offerings include checking, savings, and money market accounts, along with certificates of deposit. For lending, RBB Bancorp provides commercial and industrial lines of credit, term loans, mortgage warehouse facilities, and international trade discount financing. The institution also funds commercial real estate transactions, residential and commercial development, land acquisition, and construction projects, alongside offering Small Business Administration (SBA) loans and single-family residential mortgages. Furthermore, the bank delivers international banking services such as letters of credit, SWIFT transfers, export advisory, trade finance discounts, and foreign exchange. Modern conveniences like remote deposit, online banking, and mobile banking are also available. Its diverse client base spans individuals, businesses, municipalities, and various other organizations. As of December 31, 2021, RBB Bancorp maintained a network of 23 branch locations, situated in the Western region across Los Angeles, Orange, and Ventura Counties in California, Clark County in Nevada, and Honolulu, Hawaii, as well as in the Eastern region, including Manhattan, Brooklyn, and Queens in New York, Chicago, Illinois, and Edison, New Jersey.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
RBB Bancorp FAIT 2018-07-23 View
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
USD27.37 +0.28 (+1.03%)
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Volume Profile
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Liquidity & share structure
Average Volume
148.0K
Beta
1.05
Float Shares
14.31M
Free Float %
84.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.63% +0.50% -0.83% +11.26% +20.75% +15.89% +43.49% +129.12% -2.57% +2.44% +2.44%
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

Analyst Consensus (6 ratings, all time) Hold
Price Targets & DCF
Current price
27.37
Low 21.00 -23.3%
Consensus 22.00 -19.6%
Median 22.00 -19.6%
High 23.00 -16.0%
DCF (Unlevered) 8.39 -69.4%
DCF (Levered) 23.38 -14.6%

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) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 5 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
21.00
-23.3%
All Time 4
21.13
-22.8%
Quality scores
Altman Z-Score
-0.52
Distress
Piotroski F-Score
9 / 9
Strong
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
  • Revenue growth
    +2.6% Q1'26: +11.8% (vs Q1'25)
  • EPS growth
    +24.5% Q1'26: +407.7% (vs Q1'25)
  • FCF margin
    Q1'26: +31.8% (vs Q1'25)
  • EBIT margin
    Q1'26: +25.7% (vs Q1'25)
  • ROIC
    Q1'26: +22.2% (vs Q1'25)
  • Share dilution
    -5.7% Q1'26: -3.4% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 4.62× (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 (1.06) × ERP
WACC = 57% × Ke + 43% × Kd (34.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 8.39 Current price: 27.37
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 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
5 EPS Ana.
Dec 2027
4 Rev. Ana.
5 EPS Ana.
Revenue
87.22M
est: 70.70M (+23.4%)
113.57M
est: 89.90M (+26.3%)
159.90M
est: 115.54M (+38.4%)
153.08M
est: 116.91M (+30.9%)
165.81M
est: 140.99M (+17.6%)
191.47M
est: 161.96M (+18.2%)
236.13M
est: 117.60M (+100.8%)
232.00M
est: 112.75M (+105.8%)
238.00M
est: 124.84M (+90.6%)
137.26M
134.58M – 139.71M
+9.9% YoY
146.10M
142.99M – 149.42M
+6.4% YoY
EBITDA
49.17M
est: 27.64M (+77.9%)
51.34M
est: 69.58M (-26.2%)
62.09M
est: 107.07M (-42.0%)
55.28M
est: 77.72M (-28.9%)
94.47M
est: 106.07M (-10.9%)
102.37M
est: 114.80M (-10.8%)
69.87M
est: 42.31M (+65.1%)
44.93M
est: 40.56M (+10.8%)
48.77M
est: 44.92M (+8.6%)
49.38M
48.42M – 50.26M
+9.9% YoY
52.56M
51.44M – 53.76M
+6.4% YoY
EBIT
46.80M
est: 23.81M (+96.5%)
46.21M
est: 30.28M (+52.6%)
55.32M
est: 38.92M (+42.1%)
47.46M
est: 39.38M (+20.5%)
80.94M
est: 72.07M (+12.3%)
91.35M
est: 79.27M (+15.2%)
60.25M
est: 36.48M (+65.1%)
35.68M
est: 34.98M (+2.0%)
42.13M
est: 38.73M (+8.8%)
42.58M
41.75M – 43.34M
+9.9% YoY
45.32M
44.36M – 46.36M
+6.4% YoY
Net Income
25.53M
est: 33.09M (-22.9%)
36.11M
est: 34.63M (+4.3%)
39.21M
est: 39.32M (-0.3%)
32.93M
est: 28.01M (+17.6%)
56.91M
est: 52.89M (+7.6%)
64.33M
est: 59.54M (+8.0%)
42.47M
est: 32.85M (+29.3%)
26.67M
est: 25.61M (+4.1%)
31.95M
est: 26.82M (+19.1%)
41.53M
37.60M – 43.86M
+54.8% YoY
42.21M
38.50M – 47.92M
+1.6% YoY
SGA
21.11M
est: 14.79M (+42.8%)
29.14M
est: 27.72M (+5.1%)
41.57M
est: 40.92M (+1.6%)
36.44M
est: 36.77M (-0.9%)
37.41M
est: 40.04M (-6.6%)
40.00M
est: 43.35M (-7.7%)
43.02M
est: 23.61M (+82.2%)
44.34M
est: 22.63M (+95.9%)
46.61M
est: 25.06M (+86.0%)
27.55M
27.01M – 28.04M
+9.9% YoY
29.33M
28.70M – 29.99M
+6.4% YoY
EPS
1.81
est: 1.82 (-0.5%)
2.13
est: 2.08 (+2.6%)
1.96
est: 1.92 (+2.2%)
1.66
est: 1.60 (+4.1%)
2.92
est: 2.73 (+6.8%)
3.37
est: 3.30 (+2.2%)
2.24
est: 1.91 (+17.0%)
1.47
est: 1.49 (-1.6%)
1.84
est: 1.57 (+17.0%)
2.32
2.19 – 2.56
+47.7% YoY
2.45
2.25 – 2.80
+5.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-27 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-26 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-22 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-21 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-20 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-19 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-18 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-15 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-14 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-13 B+ 3/5 3/5 3/5 3/5 2/5 3/5 4/5
2026-05-12 B+ 3/5 3/5 3/5 3/5 2/5 3/5 4/5
2026-05-11 B+ 3/5 3/5 3/5 3/5 2/5 3/5 4/5
2026-05-08 B+ 3/5 3/5 3/5 4/5 2/5 3/5 4/5
2026-05-07 B+ 3/5 3/5 3/5 4/5 2/5 3/5 4/5
2026-05-06 B+ 3/5 3/5 3/5 4/5 2/5 3/5 4/5
2026-05-05 B+ 3/5 3/5 3/5 4/5 2/5 3/5 4/5
2026-05-04 B+ 3/5 3/5 3/5 4/5 2/5 3/5 4/5
2026-05-01 B+ 3/5 3/5 3/5 4/5 2/5 3/5 4/5
2026-04-30 B+ 3/5 3/5 3/5 4/5 2/5 3/5 4/5
2026-04-29 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-28 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-27 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-24 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-23 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-22 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-21 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-20 B+ 3/5 4/5 3/5 4/5 1/5 3/5 4/5
2026-04-17 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-16 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
58.20M
OE per share TTM
3.35
Owner's Yield
14.26%
Maintenance CapEx ratio
13.44%
Maint CapEx / Avg PPE
23.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
118
Total invested
201.18M
Insider transactions (90d)
29
Beneficial owners (>5%)
10
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 FJ Capital Management LLC 1.18M 6.05% 1.18M IA Delaware 2022-02-10
2 Martin Friedman 1.18M 6.05% 1.18M IN United States 2022-02-10
3 Financial Opportunity Fund LLC 1.03M 5.30% 1.03M OO Delaware 2022-02-10
4 (1) BlackRock, Inc. 1.03M 5.40% 1.01M 1.03M HC Delaware 2023-02-03
5 Wellington Group Holdings LLP 915.9K 5.80% 590.1K HC Massachusetts 2018-02-08
6 Wellington Investment Advisors Holdings LLP 915.9K 5.80% 590.1K HC Massachusetts 2018-02-08
7 Wellington Management Group LLP 915.9K 5.80% 590.1K HC Massachusetts 2018-02-08
8 Martin S. Friedman 831.0K 5.22% 831.0K IN Delaware 2018-02-16
9 Wellington Management Company LLP 804.0K 5.09% 568.0K IA Massachusetts 2018-02-08
10 Financial Opportunity Long/Short Fund LLC 38.3K 0.20% 38.3K OO Delaware 2022-02-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
118
+6 vs prev Q
New positions
15
Closed positions
9
Increased
65
Reduced
33
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 FJ CAPITAL MANAGEMENT LLC 1.51M +— (+0.0%) 31.20M +2.8M (+10.0%) 8.86% +0.344 pp 3.44% +0.417 pp USD22.37 -7.7% 19 qtrs
2 BLACKROCK, INC. 1.17M -38.5K (-3.2%) 24.21M +1.5M (+6.5%) 6.88% +0.050 pp 0.00% +0.000 pp USD23.02 -10.3% 6 qtrs
3 VANGUARD GROUP INC 862.1K -923.0 (-0.1%) 17.79M +1.6M (+9.9%) 5.06% +0.191 pp 0.00% +0.000 pp USD21.76 -5.1% 34 qtrs
4 DIMENSIONAL FUND ADVISORS LP 813.5K +5.0K (+0.6%) 16.79M +1.6M (+10.7%) 4.77% +0.213 pp 0.00% +0.000 pp USD19.14 +7.8% 30 qtrs
5 AMERICAN CENTURY COMPANIES INC 434.3K +22.0K (+5.3%) 8.96M +1.2M (+15.9%) 2.55% +0.223 pp 0.00% +0.001 pp USD19.72 +4.7% 23 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 342.0K -14.1K (-4.0%) 7.06M +378.2K (+5.7%) 2.01% -0.002 pp 0.00% +0.000 pp USD20.55 +0.4% 34 qtrs
7 STATE STREET CORP 320.7K +1.6K (+0.5%) 6.62M +632.0K (+10.6%) 1.88% +0.082 pp 0.00% +0.000 pp USD23.37 -11.7% 34 qtrs
8 RHINO INVESTMENT PARTNERS, INC 309.7K +56.6K (+22.3%) 6.39M +1.6M (+34.6%) 1.82% +0.389 pp 1.81% +0.313 pp USD21.07 -2.0% 6 qtrs
9 ALLIANCEBERNSTEIN L.P. 294.0K +— (+0.0%) 6.07M +552.8K (+10.0%) 1.72% +0.067 pp 0.00% +0.000 pp USD17.10 +20.7% 34 qtrs
10 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 200.2K +— (+0.0%) 4.13M +376.4K (+10.0%) 1.17% +0.046 pp 0.00% +0.000 pp USD18.83 +9.6% 8 qtrs
11 LSV ASSET MANAGEMENT 198.8K -16.1K (-7.5%) 4.10M +71.0K (+1.8%) 1.17% -0.046 pp 0.01% +0.000 pp USD20.65 0.0% 25 qtrs
12 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 186.3K +170.0 (+0.1%) 3.85M +353.4K (+10.1%) 1.09% +0.043 pp 0.01% +0.001 pp USD17.52 +17.8% 31 qtrs
13 BRIDGEWAY CAPITAL MANAGEMENT, LLC 158.1K +18.0K (+12.8%) 3.26M +634.8K (+24.2%) 0.93% +0.137 pp 0.07% +0.012 pp USD20.04 +3.0% 26 qtrs
14 MORGAN STANLEY 153.3K +18.1K (+13.4%) 3.16M +628.7K (+24.8%) 0.90% +0.137 pp 0.00% +0.000 pp USD17.63 +17.1% 34 qtrs
15 HILLSDALE INVESTMENT MANAGEMENT INC. 149.4K +149.4K (+100.0%) 3.08M +3.1M (+100.0%) 0.88% +0.876 pp 0.09% +0.085 pp USD20.64 +0.0% 1 qtrs NEW
16 NORTHERN TRUST CORP 107.3K -16.0K (-12.9%) 2.22M -97.6K (-4.2%) 0.63% -0.066 pp 0.00% +0.000 pp USD23.88 -13.6% 34 qtrs
17 BANK OF NEW YORK MELLON CORP 90.2K +29.7K (+49.0%) 1.86M +726.6K (+64.0%) 0.53% +0.188 pp 0.00% +0.000 pp USD21.66 -4.7% 33 qtrs
18 EMPOWERED FUNDS, LLC 82.2K +8.0K (+10.8%) 1.70M +304.5K (+21.9%) 0.48% +0.064 pp 0.01% -0.001 pp USD15.62 +32.1% 11 qtrs
19 AQR CAPITAL MANAGEMENT LLC 71.8K +6.8K (+10.5%) 1.48M +262.6K (+21.5%) 0.42% +0.055 pp 0.00% +0.000 pp USD19.23 +7.3% 7 qtrs
20 TWO SIGMA INVESTMENTS, LP 66.2K +11.4K (+20.7%) 1.37M +337.4K (+32.8%) 0.39% +0.079 pp 0.00% +0.000 pp USD18.58 +11.1% 7 qtrs
21 MILLENNIUM MANAGEMENT LLC 60.6K -3.4K (-5.3%) 1.25M +50.2K (+4.2%) 0.36% -0.005 pp 0.00% +0.000 pp USD18.04 +14.4% 4 qtrs
22 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 59.1K +1.8K (+3.1%) 1.22M +144.0K (+13.4%) 0.35% +0.023 pp 0.00% 0.000 pp USD20.29 +1.7% 6 qtrs
23 JACOBS LEVY EQUITY MANAGEMENT, INC 58.7K -1.4K (-2.3%) 1.21M +84.2K (+7.5%) 0.34% +0.006 pp 0.00% +0.000 pp USD16.58 +24.5% 23 qtrs
24 TREXQUANT INVESTMENT LP 52.7K -7.6K (-12.6%) 1.09M -43.1K (-3.8%) 0.31% -0.031 pp 0.01% -0.002 pp USD18.43 +12.0% 3 qtrs
25 SQUAREPOINT OPS LLC 51.9K -18.2K (-26.0%) 1.07M -244.3K (-18.6%) 0.30% -0.091 pp 0.00% 0.000 pp USD17.77 +16.2% 5 qtrs
26 ACADIAN ASSET MANAGEMENT LLC 46.9K +46.9K (+100.0%) 967.0K +967.0K (+100.0%) 0.28% +0.275 pp 0.00% +0.002 pp USD20.64 +0.0% 1 qtrs NEW
27 FIRST TRUST ADVISORS LP 46.5K -2.3K (-4.7%) 960.2K +44.1K (+4.8%) 0.27% -0.002 pp 0.00% +0.000 pp USD19.67 +4.9% 6 qtrs
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 45.8K -2.5K (-5.1%) 946.3K +39.6K (+4.4%) 0.27% -0.004 pp 0.00% +0.000 pp USD24.73 -16.5% 33 qtrs
29 QUANTINNO CAPITAL MANAGEMENT LP 44.7K +18.8K (+72.7%) 922.8K +437.3K (+90.1%) 0.26% +0.116 pp 0.00% +0.001 pp USD19.13 +7.9% 3 qtrs
30 NUVEEN, LLC 43.6K +— (+0.0%) 900.5K +82.0K (+10.0%) 0.26% +0.010 pp 0.00% +0.000 pp USD16.50 +25.1% 4 qtrs
31 QUBE RESEARCH & TECHNOLOGIES LTD 42.2K +10.8K (+34.4%) 871.6K +282.3K (+47.9%) 0.25% +0.071 pp 0.00% +0.000 pp USD18.82 +9.7% 8 qtrs
32 KENNEDY CAPITAL MANAGEMENT LLC 41.5K +41.5K (+100.0%) 856.3K +856.3K (+100.0%) 0.24% +0.243 pp 0.02% +0.018 pp USD20.64 +0.0% 1 qtrs NEW
33 JOHN G ULLMAN & ASSOCIATES INC 40.6K -300.0 (-0.7%) 837.0K +70.6K (+9.2%) 0.24% +0.008 pp 0.11% +0.008 pp USD13.99 +47.5% 22 qtrs
34 GSA CAPITAL PARTNERS LLP 39.6K +27.4K (+224.7%) 817.0K +588.0K (+256.8%) 0.23% +0.163 pp 0.07% +0.051 pp USD20.06 +2.9% 2 qtrs
35 AMERIPRISE FINANCIAL INC 38.4K +7.1K (+22.7%) 792.7K +205.4K (+35.0%) 0.23% +0.049 pp 0.00% +0.000 pp USD18.71 +10.3% 28 qtrs
36 GOLDMAN SACHS GROUP INC 38.4K -9.6K (-20.0%) 792.3K -107.9K (-12.0%) 0.23% -0.045 pp 0.00% +0.000 pp USD19.29 +7.0% 8 qtrs
37 MARTINGALE ASSET MANAGEMENT L P 37.4K +37.4K (+100.0%) 772.3K +772.3K (+100.0%) 0.22% +0.220 pp 0.02% +0.020 pp USD20.64 +0.0% 1 qtrs NEW
38 BANK OF AMERICA CORP /DE/ 31.7K +744.0 (+2.4%) 655.2K +73.6K (+12.7%) 0.19% +0.011 pp 0.00% +0.000 pp USD18.26 +13.0% 34 qtrs
39 UNISON ADVISORS LLC 31.7K +284.0 (+0.9%) 654.6K +65.0K (+11.0%) 0.19% +0.009 pp 0.06% +0.003 pp USD22.85 -9.7% 6 qtrs
40 AZORA CAPITAL LP 30.9K +30.9K (+100.0%) 638.0K +638.0K (+100.0%) 0.18% +0.181 pp 0.04% +0.040 pp USD20.64 +0.0% 1 qtrs NEW
41 MARSHALL WACE, LLP 30.8K +7.6K (+32.6%) 635.3K +200.0K (+45.9%) 0.18% +0.050 pp 0.00% +0.000 pp USD19.22 +7.4% 2 qtrs
42 CATALINA CAPITAL GROUP, LLC 29.6K +— (+0.0%) 611.0K +55.7K (+10.0%) 0.17% +0.007 pp 0.37% +0.032 pp USD19.02 +8.5% 9 qtrs
43 TWO SIGMA ADVISERS, LP 29.6K +4.2K (+16.5%) 610.9K +134.4K (+28.2%) 0.17% +0.030 pp 0.00% +0.000 pp USD20.08 +2.8% 19 qtrs
44 INVESCO LTD. 27.3K -4.1K (-13.1%) 563.1K -25.9K (-4.4%) 0.16% -0.017 pp 0.00% +0.000 pp USD18.39 +12.2% 28 qtrs
45 JPMORGAN CHASE & CO 27.3K -7.7K (-22.1%) 562.7K -93.6K (-14.3%) 0.16% -0.037 pp 0.00% +0.000 pp USD21.19 -2.6% 33 qtrs
46 STRS OHIO 26.2K -3.4K (-11.5%) 540.8K -14.5K (-2.6%) 0.15% -0.013 pp 0.00% +0.000 pp USD15.22 +35.6% 27 qtrs
47 BARCLAYS PLC 25.2K +3.7K (+17.1%) 519.2K +24.8K (+5.0%) 0.15% +0.027 pp 0.00% +0.000 pp USD20.06 +2.9% 34 qtrs
48 CITADEL ADVISORS LLC 21.7K -3.0K (-12.1%) 448.9K -15.5K (-3.3%) 0.13% -0.012 pp 0.00% +0.000 pp USD18.19 +13.5% 14 qtrs
49 RHUMBLINE ADVISERS 21.5K -3.3K (-13.2%) 444.6K -21.0K (-4.5%) 0.13% -0.014 pp 0.00% +0.000 pp USD21.34 -3.3% 31 qtrs
50 D. E. SHAW & CO., INC. 19.6K +714.0 (+3.8%) 404.1K +50.2K (+14.2%) 0.11% +0.009 pp 0.00% +0.000 pp USD17.28 +19.4% 4 qtrs
51 PRUDENTIAL FINANCIAL INC 19.0K -3.4K (-15.2%) 392.9K -28.4K (-6.8%) 0.11% -0.015 pp 0.00% +0.000 pp USD19.35 +6.7% 14 qtrs
52 WELLS FARGO & COMPANY/MN 18.2K +5.2K (+40.5%) 375.7K +132.7K (+54.6%) 0.11% +0.034 pp 0.00% +0.000 pp USD18.16 +13.7% 34 qtrs
53 COMMONWEALTH EQUITY SERVICES, LLC 17.4K -72.0 (-0.4%) 359.8K +31.8K (+9.7%) 0.10% +0.004 pp 0.00% +0.000 pp USD17.49 +18.0% 8 qtrs
54 FRANKLIN RESOURCES INC 14.3K -244.0 (-1.7%) 295.5K +22.3K (+8.2%) 0.08% +0.002 pp 0.00% +0.000 pp USD21.88 -5.7% 6 qtrs
55 JUMP FINANCIAL, LLC 14.3K -1.7K (-10.7%) 294.4K -5.4K (-1.8%) 0.08% -0.006 pp 0.00% +0.000 pp USD18.76 +10.0% 2 qtrs
56 DEUTSCHE BANK AG\ 12.5K +— (+0.0%) 258.0K +23.5K (+10.0%) 0.07% +0.003 pp 0.00% +0.000 pp USD19.27 +7.1% 34 qtrs
57 POINT72 ASSET MANAGEMENT, L.P. 12.3K +12.3K (+100.0%) 253.2K +253.2K (+100.0%) 0.07% +0.072 pp 0.00% +0.000 pp USD20.64 +0.0% 1 qtrs NEW
58 JANE STREET GROUP, LLC 12.0K -15.9K (-57.0%) 247.7K -275.6K (-52.7%) 0.07% -0.087 pp 0.00% +0.000 pp USD18.65 +10.7% 9 qtrs
59 IEQ CAPITAL, LLC 11.1K +11.1K (+100.0%) 228.2K +228.2K (+100.0%) 0.06% +0.065 pp 0.00% +0.001 pp USD20.64 +0.0% 1 qtrs NEW
60 PRICE T ROWE ASSOCIATES INC /MD/ 10.7K +10.7K (+100.0%) 221.0K +221.0K (+100.0%) 0.06% +0.063 pp 0.00% +0.000 pp USD20.64 +0.0% 1 qtrs NEW
61 METLIFE INVESTMENT MANAGEMENT, LLC 10.3K +— (+0.0%) 213.5K +19.4K (+10.0%) 0.06% +0.002 pp 0.00% +0.000 pp USD20.78 -0.7% 20 qtrs
62 CANADA PENSION PLAN INVESTMENT BOARD 10.3K +10.3K (+100.0%) 212.6K +212.6K (+100.0%) 0.06% +0.060 pp 0.00% +0.000 pp USD20.64 +0.0% 1 qtrs NEW
63 RUSSELL INVESTMENTS GROUP, LTD. 10.0K -1.0 (0.0%) 206.6K +18.8K (+10.0%) 0.06% +0.002 pp 0.00% +0.000 pp USD18.60 +11.0% 11 qtrs
64 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 7.6K -341.0 (-4.3%) 156.2K +7.8K (+5.3%) 0.04% 0.000 pp 0.00% +0.000 pp USD19.17 +7.7% 7 qtrs
65 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 6.6K +— (+0.0%) 136.1K +12.4K (+10.0%) 0.04% +0.002 pp 0.00% +0.000 pp USD14.42 +43.1% 23 qtrs
66 PNC FINANCIAL SERVICES GROUP, INC. 6.1K +703.0 (+12.9%) 126.8K +24.7K (+24.2%) 0.04% +0.005 pp 0.00% +0.000 pp USD17.88 +15.4% 11 qtrs
67 CWM, LLC 6.1K +124.0 (+2.1%) 125.0K +14.0K (+12.6%) 0.04% +0.002 pp 0.00% +0.000 pp USD16.41 +25.8% 11 qtrs
68 SG AMERICAS SECURITIES, LLC 5.4K +5.4K (+100.0%) 112.0K +112.0K (+100.0%) 0.03% +0.032 pp 0.00% +0.000 pp USD20.64 +0.0% 1 qtrs NEW
69 BNP PARIBAS ARBITRAGE, SNC 5.4K +279.0 (+5.5%) 111.0K +15.3K (+16.0%) 0.03% +0.003 pp 0.00% +0.000 pp USD18.49 +11.6% 33 qtrs
70 NEW YORK STATE COMMON RETIREMENT FUND 4.5K +— (+0.0%) 93.7K +8.5K (+10.0%) 0.03% +0.001 pp 0.00% +0.000 pp USD24.54 -15.9% 32 qtrs
71 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 3.9K -1.9K (-32.4%) 79.7K -27.4K (-25.6%) 0.02% -0.010 pp 0.00% 0.000 pp USD19.93 +3.6% 5 qtrs
72 UBS GROUP AG 2.7K -16.3K (-86.0%) 54.8K -300.2K (-84.6%) 0.02% -0.091 pp 0.00% +0.000 pp USD20.06 +2.9% 34 qtrs
73 FMR LLC 2.5K +618.0 (+32.9%) 51.5K +16.3K (+46.2%) 0.01% +0.004 pp 0.00% +0.000 pp USD18.03 +14.5% 16 qtrs
74 GREAT WEST LIFE ASSURANCE CO /CAN/ 1.6K +1.6K (+100.0%) 34.0K +34.0K (+100.0%) 0.01% +0.010 pp 0.00% +0.000 pp USD20.64 +0.0% 1 qtrs NEW
75 CITIGROUP INC 1.5K -42.0 (-2.7%) 30.8K +2.0K (+7.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD21.10 -2.2% 34 qtrs
76 LEGAL & GENERAL GROUP PLC 1.5K +— (+0.0%) 30.5K +2.8K (+10.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD23.28 -11.3% 34 qtrs
77 1.3K +1.3K (+100.0%) 27.6K +27.6K (+100.0%) 0.01% +0.008 pp 0.01% +0.014 pp USD20.64 +0.0% 1 qtrs NEW
78 AMERITAS INVESTMENT PARTNERS, INC. 1.3K -418.0 (-24.1%) 27.2K -5.4K (-16.5%) 0.01% -0.002 pp 0.00% 0.000 pp USD25.59 -19.3% 33 qtrs
79 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 999.00 -194.0 (-16.3%) 20.6K -1.8K (-7.9%) 0.01% -0.001 pp 0.00% +0.000 pp USD25.43 -18.8% 34 qtrs
80 STERLING CAPITAL MANAGEMENT LLC 936.00 -230.0 (-19.7%) 19.3K -2.6K (-11.7%) 0.01% -0.001 pp 0.00% +0.000 pp USD19.56 +5.5% 6 qtrs
81 STATE OF ALASKA, DEPARTMENT OF REVENUE 838.00 +838.0 (+100.0%) 17.0K +17.0K (+100.0%) 0.00% +0.005 pp 0.00% +0.000 pp USD20.64 +0.0% 1 qtrs NEW
82 SMARTLEAF ASSET MANAGEMENT LLC 678.00 -150.0 (-18.1%) 14.1K -1.3K (-8.7%) 0.00% -0.001 pp 0.00% 0.000 pp USD19.58 +5.4% 7 qtrs
83 TOWER RESEARCH CAPITAL LLC (TRC) 576.00 -258.0 (-30.9%) 11.9K -3.8K (-24.0%) 0.00% -0.001 pp 0.00% 0.000 pp USD19.77 +4.4% 23 qtrs
84 ROYAL BANK OF CANADA 531.00 -950.0 (-64.1%) 11.0K -17.0K (-60.7%) 0.00% -0.005 pp 0.00% +0.000 pp USD19.14 +7.8% 34 qtrs
85 AMALGAMATED BANK 510.00 -52.0 (-9.3%) 11.0K +— (+0.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD22.48 -8.2% 16 qtrs
86 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 500.00 +— (+0.0%) 10.3K +940.0 (+10.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD23.02 -10.3% 6 qtrs
87 VERSANT CAPITAL MANAGEMENT, INC 450.00 +— (+0.0%) 9.3K +846.0 (+10.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD16.46 +25.4% 11 qtrs
88 PINNACLE WEALTH PLANNING SERVICES, INC. 420.00 +420.0 (+100.0%) 8.7K +8.7K (+100.0%) 0.00% +0.003 pp 0.00% +0.001 pp USD20.64 +0.0% 1 qtrs NEW
89 CAPITAL ADVISORS, LTD. LLC 359.00 +— (+0.0%) 7.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.25 +44.8% 12 qtrs
90 GAMMA INVESTING LLC 212.00 +58.0 (+37.7%) 4.4K +1.5K (+51.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.34 +12.5% 6 qtrs
91 EVERSOURCE WEALTH ADVISORS, LLC 190.00 +12.0 (+6.7%) 3.9K +583.0 (+17.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.31 +12.7% 5 qtrs
92 OPTIVER HOLDING B.V. 158.00 -150.0 (-48.7%) 3.3K -2.5K (-43.6%) 0.00% -0.001 pp 0.00% +0.000 pp USD18.76 +10.0% 2 qtrs
93 PRIVATE WEALTH MANAGEMENT GROUP, LLC 155.00 +— (+0.0%) 3.2K +292.0 (+10.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD19.04 +8.4% 9 qtrs
94 HARBOR CAPITAL ADVISORS, INC. 126.00 -2.0 (-1.6%) 3.0K +1.0K (+50.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD22.43 -8.0% 6 qtrs
95 UBS ASSET MANAGEMENT AMERICAS INC 101.00 +101.0 (+100.0%) 2.1K +2.1K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD20.63 +0.0% 1 qtrs NEW
96 SIGNATUREFD, LLC 84.00 +77.0 (+1,100.0%) 1.7K +1.6K (+1,223.7%) 0.00% +0.001 pp 0.00% +0.000 pp USD20.48 +0.8% 2 qtrs
97 SRS CAPITAL ADVISORS, INC. 83.00 -973.0 (-92.1%) 1.7K -18.1K (-91.3%) 0.00% -0.006 pp 0.00% 0.000 pp USD18.76 +10.0% 2 qtrs
98 FARTHER FINANCE ADVISORS, LLC 66.00 +35.0 (+112.9%) 1.4K +780.0 (+134.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD19.74 +4.6% 2 qtrs
99 IFP ADVISORS, INC 61.00 -1.0 (-1.6%) 1.3K +96.0 (+8.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.02 +14.5% 5 qtrs
100 ALLWORTH FINANCIAL LP 60.00 +1.0 (+1.7%) 1.2K +132.0 (+11.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.87 +15.5% 6 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 72 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust Dow Jones Select MicroCap Index Fund FDM 0.42% 1.10M 0.65%
2 First Trust NASDAQ ABA Community Bank Index Fund QABA 0.18% 166.3K 0.63%
3 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.11% 1.90M 0.47%
4 iShares Micro-Cap ETF IWC 0.10% 1.51M 0.60%
5 WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS 0.08% 336.6K 0.38%
6 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.08% 9.1K 0.29%
7 Avantis U.S. Small Cap Value ETF AVUV 0.04% 12.28M 0.25%
8 Avantis Global Small Cap Value UCITS ETF AVGS.L 0.03% 336.7K 0.39%
9 iShares Russell 2000 Value ETF IWN 0.03% 4.40M 0.24%
10 Avantis U.S. Small Cap Equity ETF AVSC 0.03% 855.6K 0.25%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.93
Neutral
Ratio by volume
0.94
Neutral
Buys
37
Sells
40
Shares acquired
76.9K
Shares disposed
81.9K
Cash buys
Cash sales
5.00
Net activity
-4,984
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
2026-05-26 Fan Gary Officer S-Sale D Common Stock, No Par Value 2,368 24.01 56.9K 0 D
2026-05-21 Wong Lee Joyce Director M-Exempt A Common Stock, No Par Value 2,062 0.00 53,887 D
2026-05-21 Wong Frank Director M-Exempt A Common Stock, No Par Value 1,846 0.00 7,067 D
2026-05-21 Polakoff Scott Director M-Exempt A Common Stock, No Par Value 1,846 0.00 15,190 D
2026-05-21 Pannu Geraldine Director M-Exempt D Restricted Stock Units 700 0.00 0 D
2026-05-21 Morris David Richard Director M-Exempt A Common Stock, No Par Value 1,946 0.00 45,368 D
2026-05-21 LIN CHUANG I Director M-Exempt A Common Stock, No Par Value 700 0.00 52,047 D
2026-05-21 Kao James Director M-Exempt A Common Stock, No Par Value 1,962 0.00 566,724 D
2026-05-21 Kao Christina Director M-Exempt D Restricted Stock Units 700 0.00 0 D
2026-05-21 Franko Robert Director M-Exempt A Common Stock, No Par Value 2,162 0.00 14,804 D
2026-05-21 Bennett Bill Director M-Exempt A Common Stock, No Par Value 700 0.00 700 D
2026-05-13 Yeh Jeffrey Officer 0 0.00 0
2026-05-13 Rizkalla Mina S. Officer 0 0.00 0
2026-05-13 LEE JOHNNY C Director / Officer 0 0.00 0
2026-05-13 Hanson Diana Officer 0 0.00 0
2026-05-13 HOPKINS LYNN M Officer 0 0.00 0
2026-05-13 Fan Gary Officer 0 0.00 0
2026-05-08 Yeh Jeffrey Officer M-Exempt D Restricted Stock Units 1,465 24.05 35.2K 2,929 D
2026-05-08 Rizkalla Mina S. Officer F-InKind D Common Stock, No Par Value 188 24.05 4.5K 334 D
2026-05-08 LEE JOHNNY C Director / Officer M-Exempt D Restricted Stock Units 4,356 24.05 104.8K 8,712 D
2026-05-08 Huang Tsu Te Officer F-InKind D Common Stock, No Par Value 241 24.05 5.8K 16,158 D
2026-05-08 HOPKINS LYNN M Officer M-Exempt A Common Stock, No Par Value 2,339 24.05 56.3K 7,109 D
2026-05-08 Fan Gary Officer M-Exempt D Restricted Stock Units 1,452 24.05 34.9K 2,904 D
2026-05-08 Chang Ashley Officer M-Exempt D Restricted Stock Units 993 24.05 23.9K 2,978 D
2026-05-07 LIN CHUANG I Director M-Exempt D Option (right to buy) 10,000 18.25 182.5K 0 D
2026-05-04 Morris David Richard Director S-Sale D Common Stock, No Par Value 4,500 23.90 107.6K 43,422 D
2026-04-29 Fan Gary Officer M-Exempt D Options 6,000 21.17 127.0K 12,000 D
2026-04-23 Bennett Bill Director S-Sale D Common Stock, No Par Value 4,121 24.07 99.2K 0 D
2026-04-22 HOPKINS LYNN M Officer M-Exempt A Restricted Stock Units 1,917 24.13 46.3K 5,749 D
2026-03-20 Yeh Jeffrey Officer M-Exempt D Restricted Stock Units 1,326 20.43 27.1K 1,326 D
2026-03-20 Morris David Richard Director M-Exempt D Restricted Stock Units 3,164 20.43 64.6K 3,164 D
2026-03-20 Liu Vincent Officer M-Exempt A Restricted Stock Units 1,835 20.43 37.5K 1,835 D
2026-03-20 LEE JOHNNY C Director / Officer F-InKind D Common Stock, No Par Value 984 20.43 20.1K 11,876 D
2026-03-20 HOPKINS LYNN M Officer M-Exempt D Restricted Stock Units 1,878 20.43 38.4K 1,878 D
2026-03-20 Fan Gary Officer F-InKind D Common Stock, No Par Value 472 20.43 9.6K 1,437 D
2026-02-20 Yeh Jeffrey Officer M-Exempt D Restricted Stock Units 922 22.20 20.5K 921 D
2026-02-20 Morris David Richard Director M-Exempt D Restricted Stock Units 2,225 22.20 49.4K 2,225 D
2026-02-20 Liu Vincent Officer M-Exempt D Restricted Stock Units 932 22.20 20.7K 931 D
2026-02-20 LEE JOHNNY C Director / Officer F-InKind D Common Stock, No Par Value 453 22.20 10.1K 10,120 D
2026-02-20 Huang Tsu Te Officer F-InKind D Common Stock, No Par Value 307 22.20 6.8K 15,728 D
2026-02-20 Fan Gary Officer F-InKind D Common Stock, No Par Value 417 22.20 9.3K 594 D
2026-02-20 Chang Ashley Officer M-Exempt A Common Stock, No Par Value 667 22.20 14.8K 3,047 D
2026-01-16 Yeh Jeffrey Officer M-Exempt A Restricted Stock Units 842 0.00 0 D
2026-01-16 Morris David Richard Director F-InKind D Common Stock, No Par Value 1,015 21.56 21.9K 44,635 D
2026-01-16 Liu Vincent Officer M-Exempt D Restricted Stock Units 1,203 0.00 0 D
2026-01-16 Huang Tsu Te Officer M-Exempt D Restricted Stock Units 659 21.56 14.2K 0 D
2026-01-16 Chang Ashley Officer M-Exempt A Common Stock, No Par Value 575 21.56 12.4K 2,617 D
2025-08-19 Hanson Diana Officer M-Exempt D Restricted Stock Units 767 0.00 2,300 D
2025-07-21 LEE JOHNNY C Director / Officer A-Award A Common Stock, No Par Value 5,500 18.25 100.4K 11,443 D
2025-06-05 Fan Gary Officer S-Sale D Common Stock, No Par Value 1,451 16.73 24.3K 0 D
2025-05-21 Wong Lee Joyce Director M-Exempt A Common Stock, No Par Value 4,442 0.00 51,125 D
2025-05-21 Wong Frank Director M-Exempt A Common Stock, No Par Value 2,721 0.00 4,521 D
2025-05-21 Polakoff Scott Director M-Exempt D Restricted Stock Units 3,632 0.00 700 D
2025-05-21 Pannu Geraldine Director M-Exempt D Restricted Stock Units 2,821 0.00 700 D
2025-05-21 LIN CHUANG I Director M-Exempt D Restricted Stock Units 2,521 0.00 700 D
2025-05-21 Kao James Director M-Exempt D Restricted Stock Units 4,542 0.00 700 D
2025-05-21 Kao Christina Director M-Exempt D Restricted Stock Units 4,542 0.00 700 D
2025-05-21 Franko Robert Director M-Exempt D Restricted Stock Units 2,721 0.00 700 D
2025-05-21 Bennett Bill Director M-Exempt D Restricted Stock Units 2,721 0.00 700 D
2025-05-20 LIN CHUANG I Director M-Exempt A Common Stock, No Par Value 10,000 0.00 48,826 D
2025-05-15 Wong Lee Joyce Director M-Exempt D Restricted Stock Units 700 0.00 0 D
2025-05-15 Wong Frank Director M-Exempt D Restricted Stock Units 700 0.00 0 D
2025-05-15 Polakoff Scott Director M-Exempt A Common Stock, No Par Value 700 0.00 9,012 D
2025-05-15 Pannu Geraldine Director M-Exempt D Restricted Stock Units 700 0.00 0 D
2025-05-15 LIN CHUANG I Director M-Exempt D Restricted Stock Units 700 0.00 0 D
2025-05-15 Kao James Director M-Exempt A Common Stock, No Par Value 700 0.00 559,520 D
2025-05-15 Kao Christina Director M-Exempt A Common Stock, No Par Value 700 0.00 218,610 D
2025-05-15 Franko Robert Director M-Exempt D Restricted Stock Units 700 0.00 0 D
2025-05-15 Bennett Bill Director M-Exempt D Restricted Stock Units 700 0.00 0 D
2025-05-09 HOPKINS LYNN M Officer 0 0.00 0
2025-05-08 Yeh Jeffrey Officer 0 0.00 0
2025-05-08 Rizkalla Mina S. Officer Common Stock, No Par Value 0 0.00 0 D
2025-05-08 LEE JOHNNY C Director / Officer 0 0.00 0
2025-05-08 Huang Tsu Te Officer 0 0.00 0
2025-05-08 HOPKINS LYNN M Officer A-Award A Restricted Stock Units 7,017 0.00 7,017 D
2025-05-08 Fan Gary Officer 0 0.00 0
2025-05-08 Chang Ashley Officer 0 0.00 0
2025-04-22 HOPKINS LYNN M Officer F-InKind D Common Stock, No Par Value 686 15.62 10.7K 2,337 D
2025-03-21 Yeh Jeffrey Officer M-Exempt D Restricted Stock Units 1,326 0.00 2,652 D
2025-03-21 Liu Vincent Officer M-Exempt D Restricted Stock Units 1,835 0.00 3,670 D
2025-03-21 LEE JOHNNY C Director / Officer A-Award A Common Stock, No Par Value 2,741 17.07 46.8K 6,924 D
2025-03-21 HOPKINS LYNN M Officer F-InKind D Common Stock, No Par Value 772 17.07 13.2K 1,106 D
2025-03-21 Fan Gary Officer M-Exempt D Restricted Stock Units 1,315 0.00 2,629 D
2025-03-20 Morris David Richard Director / Officer M-Exempt D Restricted Stock Units 3,165 0.00 6,328 D
2025-03-03 Kao James Director P-Purchase A Common Stock, No Par Value 612 17.36 10.6K 558,820 D
2025-02-25 Kao James Director P-Purchase A Common Stock, No Par Value 385 17.15 6.6K 558,208 D
2025-02-24 Kao James Director P-Purchase A Common Stock, No Par Value 5,960 17.24 102.7K 557,823 D
2025-02-21 Yeh Jeffrey Officer M-Exempt A Common Stock, No Par Value 922 17.25 15.9K 56,328 D
2025-02-21 Morris David Richard Director / Officer M-Exempt A Common Stock, No Par Value 2,225 17.25 38.4K 41,931 D
2025-02-21 Liu Vincent Officer M-Exempt D Restricted Stock Units 932 0.00 1,863 D
2025-02-21 LEE JOHNNY C Officer M-Exempt A Common Stock, No Par Value 1,098 17.25 18.9K 4,635 D
2025-02-21 Kao James Director P-Purchase A Common Stock, No Par Value 3,352 17.31 58.0K 551,863 D
2025-02-21 Huang Tsu Te Officer M-Exempt D Restricted Stock Units 744 0.00 1,487 D
2025-02-21 Fan Gary Officer M-Exempt D Restricted Stock Units 1,011 0.00 2,022 D
2025-02-21 Chang Ashley Officer M-Exempt D Restricted Stock Units 668 0.00 1,334 D
2025-01-21 Yeh Jeffrey Officer M-Exempt A Common Stock, No Par Value 675 20.09 13.6K 55,684 D
2025-01-21 Morris David Richard Director / Officer M-Exempt A Common Stock, No Par Value 2,603 20.09 52.3K 40,325 D
2025-01-21 Liu Vincent Officer M-Exempt D Restricted Stock Units 767 0.00 0 D
2025-01-21 Huang Tsu Te Officer M-Exempt A Common Stock, No Par Value 660 20.09 13.3K 14,504 D
2025-01-21 Chang Ashley Officer F-InKind D Common Stock, No Par Value 164 20.09 3.3K 1,649 D
2024-12-17 Huang Tsu Te Officer G-Gift D Common Stock, No Par Value 500 0.00 13,844 D
2024-12-06 Fan Gary Officer M-Exempt D Options 12,000 21.17 254.0K 18,000 D
2024-11-13 Morris David Richard Director / Officer M-Exempt A Common Stock, No Par Value 9,000 20.55 185.0K 46,722 D
2024-08-19 Hanson Diana Officer 0 0.00 0
2024-07-22 LEE JOHNNY C Officer M-Exempt D Restricted Stock Units 5,500 0.00 11,000
2024-06-17 Hanson Diana Officer D Common Stock, No Par Value 0 0.00 0
2024-06-14 Kao James Director P-Purchase A Common Stock, No Par Value 7,000 17.08 119.6K 548,511
2024-05-22 Huang Tsu Te Officer J-Other D Common Stock, No Par Value 204,488 0.00 14,344
2024-05-17 LIN CHUANG I Director M-Exempt A Common Stock, No Par Value 10,250 0.00 38,126
2024-05-16 Wong Lee Joyce Director M-Exempt D Restricted Stock Units 5,347 0.00 700
2024-05-16 Wong Frank Director M-Exempt A Common Stock, No Par Value 900 0.00 900
2024-05-16 Polakoff Scott Director M-Exempt D Restricted Stock Units 900 0.00 700
2024-05-16 Pannu Geraldine Director M-Exempt D Restricted Stock Units 800 0.00 700
2024-05-16 LIN CHUANG I Director M-Exempt D Restricted Stock Units 900 0.00 700
2024-05-16 Kao James Director M-Exempt D Restricted Stock Units 5,447 0.00 700
2024-05-16 Kao Christina Director M-Exempt D Restricted Stock Units 5,447 0.00 700
2024-05-16 Franko Robert Director M-Exempt D Restricted Stock Units 3,521 0.00 700
2024-05-16 Bennett Bill Director M-Exempt D Restricted Stock Units 700 0.00 700
2024-04-22 HOPKINS LYNN M Officer 0 0.00 0
2024-03-27 Ko Alex Officer 0 0.00 0
2024-03-20 Yeh Jeffrey Officer 0 0.00 0
2024-03-20 Morris David Richard Director / Officer 0 0.00 0
2024-03-20 Liu Vincent Officer 0 0.00 0
2024-03-20 LEE JOHNNY C Officer 0 0.00 0
2024-03-20 HOPKINS LYNN M Officer 0 0.00 0
2024-03-20 Fan Gary Officer 0 0.00 0
2024-03-15 Kao James Director P-Purchase A Common Stock, No Par Value 688 16.68 11.5K 536,064
2024-03-14 Kao James Director P-Purchase A Common Stock, No Par Value 16,201 16.88 273.5K 535,376
2024-03-13 Kao James Director P-Purchase A Common Stock, No Par Value 2,000 16.98 34.0K 519,175
2024-03-06 Kao James Director P-Purchase A Common Stock, No Par Value 2,289 16.97 38.8K 517,175
2024-03-04 Kao James Director P-Purchase A Common Stock, No Par Value 2,000 16.98 34.0K 514,886
2024-03-01 Kao James Director P-Purchase A Common Stock, No Par Value 2,510 16.96 42.6K 512,886
2024-02-29 Kao James Director P-Purchase A Common Stock, No Par Value 2,000 16.98 34.0K 510,376
2024-02-28 Kao James Director P-Purchase A Common Stock, No Par Value 3,000 16.68 50.0K 508,376
2024-02-27 Kao James Director P-Purchase A Common Stock, No Par Value 4,000 16.95 67.8K 505,376
2024-02-21 Yeh Jeffrey Officer 0 0.00 0
2024-02-21 Morris David Richard Director / Officer 0 0.00 0
2024-02-21 Liu Vincent Officer 0 0.00 0
2024-02-21 LEE JOHNNY C Officer 0 0.00 0
2024-02-21 Huang Tsu Te Officer 0 0.00 0
2024-02-21 Fan Gary Officer 0 0.00 0
2024-02-21 Chang Ashley Officer 0 0.00 0
2024-02-13 Kao James Director P-Purchase A Common Stock, No Par Value 6,000 17.06 102.4K 501,376
2024-02-07 Kao James Director P-Purchase A Common Stock, No Par Value 10,000 16.80 168.0K 495,376
2024-02-06 Kao James Director P-Purchase A Common Stock, No Par Value 5,000 17.02 85.1K 485,376
2024-02-01 Kao James Director P-Purchase A Common Stock, No Par Value 20,000 17.27 345.5K 480,376
2024-01-31 Kao James Director P-Purchase A Common Stock, No Par Value 12,000 18.05 216.5K 460,376
2024-01-19 Yeh Jeffrey Officer M-Exempt D Restricted Stock Units 675 0.00 675
2024-01-19 Morris David Richard Director / Officer M-Exempt D Restricted Stock Units 767 0.00 767
2024-01-19 Liu Vincent Officer M-Exempt D Restricted Stock Units 767 0.00 767
2024-01-19 Huang Tsu Te Officer M-Exempt D Restricted Stock Units 399 0.00 398
2024-01-19 Chang Ashley Officer F-InKind D Common Stock, No Par Value 112 17.50 2.0K 1,077
2024-01-18 Yeh Jeffrey Officer M-Exempt A Common Stock, No Par Value 842 0.00 54,372
2024-01-18 Wong Lee Joyce Director M-Exempt A Common Stock, No Par Value 600 0.00 40,636
2024-01-18 Pannu Geraldine Director M-Exempt D Restricted Stock Units 600 0.00 0
2024-01-18 Morris David Richard Director / Officer F-InKind D Common Stock, No Par Value 1,354 17.63 23.9K 37,317
2024-01-18 Liu Vincent Officer M-Exempt A Common Stock, No Par Value 1,204 0.00 11,971
2024-01-18 LIN CHUANG I Director M-Exempt D Restricted Stock Units 600 0.00 0
2024-01-18 Kao James Director M-Exempt D Restricted Stock Units 600 0.00 0
2024-01-18 Kao Christina Director M-Exempt A Common Stock, No Par Value 600 0.00 212,463
2024-01-18 Huang Tsu Te Officer F-InKind D Common Stock, No Par Value 245 17.63 4.3K 218,565
2024-01-18 Chang Ashley Officer M-Exempt D Restricted Stock Units 575 0.00 1,150
2023-12-14 Wong Lee Joyce Director P-Purchase A Common Stock, No Par Value 5,000 18.82 94.1K 40,036
2023-12-08 Ko Alex Officer H-ExpireLong D Options (right to buy) 30,000 19.87 596.1K 0
2023-12-07 HOPKINS LYNN M Officer D Common Stock, No Par Value 0 0.00 0
2023-11-08 Kao James Director P-Purchase A Common Stock, No Par Value 2,000 13.28 26.6K 447,776
2023-11-06 Polakoff Scott Director P-Purchase A Common Stock, No Par Value 500 13.59 6.8K 5,000 D
2023-11-06 Franko Robert Director P-Purchase A Common Stock, No Par Value 500 13.59 6.8K 5,000
2023-08-18 Lin Paul 0 0.00 0
2023-07-20 LEE JOHNNY C Officer D Restricted Stock Units 16,500 0.00 0
2023-06-12 Thian Fui Ming 0 0.00 0
2023-06-09 Wong Frank Director D Common Stock, No Par Value 0 0.00 200
2023-06-09 Lin Paul M-Exempt A Common Stock, No Par Value 600 0.00 2,450
2023-06-09 Lin Feng 0 0.00 0
2023-06-09 Koo Chie-Min Christopher 0 0.00 0
2023-06-09 Chen Wendell 0 0.00 0
2023-06-09 Bennett Bill Director D Common Stock, No Par Value 0 0.00 0
2023-05-30 Lin Ko-Yen 0 0.00 0
2023-04-20 Polakoff Scott Director D Common Stock, No Par Value 0 0.00 0
2023-04-20 Franko Robert Director D Common Stock, No Par Value 0 0.00 4,500
2023-03-31 Pang Simon 0 0.00 0
2023-03-22 Thian Fui Ming Director M-Exempt D Restricted Stock Units 600 0.00 0
2023-03-22 Lin Ko-Yen Director M-Exempt A Common Stock, No Par Value 600 0.00 128,791
2023-03-01 Ko Alex Officer D Options (right to buy) 30,000 19.87 596.1K 0
2023-01-30 Chang Peter M 0 0.00 0
2023-01-19 Yeh Jeffrey Officer M-Exempt D Common Stock, No Par Value 675 0.00 53,530 D
2023-01-19 Thian Fui Ming Director M-Exempt A Common Stock, No Par Value 500 0.00 101,790
2023-01-19 Pang Simon Director M-Exempt A Common Stock, No Par Value 767 0.00 2,925
2023-01-19 Morris David Richard Officer M-Exempt A Common Stock, No Par Value 767 0.00 36,068
2023-01-19 Liu Vincent Officer M-Exempt A Common Stock, No Par Value 767 0.00 10,767
2023-01-19 Lin Paul Director M-Exempt A Common Stock, No Par Value 500 0.00 1,850
2023-01-19 Lin Ko-Yen Director M-Exempt A Common Stock, No Par Value 500 0.00 128,191
2023-01-19 Lin Feng Director M-Exempt A Common Stock, No Par Value 500 0.00 484,825
2023-01-19 LIN CHUANG I Director M-Exempt A Common Stock, No Par Value 500 0.00 26,376
2023-01-19 Koo Chie-Min Christopher Director M-Exempt A Common Stock, No Par Value 600 0.00 41,128
2023-01-19 Kao James Director M-Exempt A Common Stock, No Par Value 500 0.00 445,776 D
2023-01-19 Kao Christina Director M-Exempt A Common Stock, No Par Value 500 0.00 211,863
2023-01-19 Huang Tsu Te Officer M-Exempt A Common Stock, No Par Value 399 0.00 218,150
2023-01-19 Chen Wendell Director M-Exempt A Common Stock, No Par Value 500 0.00 91,671
2023-01-19 Chang Peter M Director M-Exempt A Common Stock, No Par Value 500 0.00 611,767

Executive team

Top executives
EBIT / Employee
113.3K
Shares Outstanding
16.94M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Johnny Lee President and Chief Executive Officer 597.3K 387.4K 463.3K 37.6K 1.49M 26.08%
2 2025 Lynn Hopkins Executive Vice President and Chief Financial Officer 410.0K 208.0K 249.4K 32.8K 900.2K 23.11%
3 2025 Gary Fan Executive Vice President and Chief Operations Officer 350.0K 4.6K 129.1K 150.3K 32.2K 666.3K 19.38%
4 2025 Jeffrey Yeh Executive Vice President and Chief Credit Officer 353.0K 130.3K 137.2K 38.8K 659.3K 19.76%
5 2025 Mina Rizkalla Executive Vice President and Chief Risk Officer 329.2K 117.3K 125.3K 9.0K 580.7K 20.19%
6 2025 David R. Morris Former Chief Executive Officer of the Company 261.8K 69.2K 331.0K 0.00%
7 2024 David R. Morris Former Chief Executive Officer of the Company 670.0K 67.4K 467.1K 121.3K 61.2K 1.39M 33.68%
8 2024 David R. Morris Chief Executive Officer of the Company 670.0K 67.4K 467.1K 121.3K 61.2K 1.39M 33.68%
9 2024 Johnny Lee President and Chief Executive Officer 583.6K 58.4K 360.9K 47.8K 37.7K 1.09M 33.16%
10 2024 Johnny Lee President of the Company and President and Chief Executive Officer of the Bank 583.6K 58.4K 360.9K 47.8K 37.7K 1.09M 33.16%
11 2024 Lynn Hopkins Executive Vice President and Chief Financial Officer 407.1K 382.7K 150.0K 30.4K 970.2K 39.45%
12 2024 Lynn Hopkins Executive Vice President and Chief Financial Officer 407.1K 382.7K 150.0K 30.4K 970.2K 39.45%
13 2024 Jeffrey Yeh Executive Vice President and Chief Credit Officer 353.0K 35.3K 195.2K 46.7K 37.1K 667.3K 29.25%
14 2024 Jeffrey Yeh Executive Vice President and Chief Credit Officer 353.0K 35.3K 195.2K 46.7K 37.1K 667.3K 29.25%
15 2024 Gary Fan Executive Vice President and Chief Operations Officer 350.0K 35.0K 198.6K 50.6K 31.6K 665.8K 29.83%
16 2024 Gary Fan Executive Vice President and Chief Operations Officer 350.0K 35.0K 198.6K 50.6K 31.6K 665.8K 29.83%
17 2024 Mina Rizkalla Executive Vice President and Chief Risk Officer 300.0K 110.0K 410.0K 0.00%
18 2023 David R. Morris Chief Executive Officer of the Company 619.0K 159.7K 217.5K 73.8K 1.07M 14.93%
19 2023 Johnny Lee President of the Company and President and Chief Executive Officer of the Bank 298.6K 100.0K 229.8K 107.3K 15.5K 751.2K 30.60%
20 2023 Gary Fan Executive Vice President and Chief Operations Officer 325.0K 25.0K 98.8K 79.3K 528.1K 0.00%
21 2023 Jeffrey Yeh Executive Vice President and Chief Credit Officer 323.1K 51.7K 90.1K 33.5K 498.4K 10.37%
22 2023 Lynn Hopkins Executive Vice President and Chief Financial Officer 22.8K 1.5K 24.3K 0.00%
23 2022 David R. Morris Chief Executive Officer of the Company 594.6K 62.5K 479.2K 47.2K 1.18M 5.28%
24 2022 Jeffrey Yeh Executive Vice President and Chief Credit Officer 328.7K 55.0K 185.1K 18.0K 586.9K 9.37%
25 2022 Gary Fan Executive Vice President and Chief Operations Officer 24.8K 100.0K 46.2K 171.0K 27.01%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-10 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-27 4
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-26 4

Executive team

NameTitleCompensationGender
Johnny Lee Chief Executive Officer, President & Director 1M male
David Richard Morris Director & Corporate Secretary 771.3K male
Lynn Hopkins Executive Vice President & Chief Financial Officer 692.2K female
Gary Fan Executive Vice President & Chief Operations Officer 537.1K male
Jeffrey Yeh Executive Vice President & Chief Credit Officer 529.0K male
I-Ming Liu Co-Founder, Executive VP & Chief of Staff 491.4K male
Mina Rizkalla Executive VP & Chief Risk Officer 463.4K male
Tsu-Te Huang Executive Vice President, Branch Administrator & Director of Prestige Banking Group 388.2K male
Jessica Yung Senior VP and Underwriting Manager of Commercial, Industrial Loans & Construction Loans
Diana C. Hanson Senior Vice President & Chief Accounting Officer female
Erik Grier Senior Vice President & Chief Information Officer male
Alberto G. Alverado Senior Advisor & Legal Counsel male
ESG Rating
C+
BANKS - REGIONAL
Rank: 423 out of 435
2026
E (Environmental)
21.0 / 64.3
Company / Sector avg.
S (Social)
63.9 / 76.5
Company / Sector avg.
G (Governance)
62.7 / 75.5
Company / Sector avg.
ESG Total
49.2 / 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)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits