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Regional Management Corp. (RM)

USD43.69 +0.55 (+1.27%)
US NYSE S&P 500 Financial Services Financial - Credit Services
Address 979 Batesville Road 29651
Greer, SC, US
CEO Lakhbir S. Lamba
IPO 2012-03-28
CIK 1519401 ISIN US75902K1060

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Description

Regional Management Corp. (RMC) functions as a broad-based financial services provider, concentrating on offering consumer installment loans. Its primary focus is on serving individuals across the United States who face challenges in securing credit through conventional channels such as banks, savings institutions, and credit card companies. RMC's product portfolio includes a range of personal installment loans, varying in size, along with retail financing options designed to help customers acquire items like furniture and appliances. In addition to its lending activities, the company furnishes a variety of insurance products, which include credit life, credit accident and health, credit property, vehicle single interest, and credit involuntary unemployment coverage, as well as collateral protection and reinsurance services. The company leverages multiple avenues to originate its loans, including its network of physical branches, centrally managed direct marketing campaigns, collaborations with digital partners, retail alliances, and its dedicated consumer-facing website. As of February 24, 2022, RMC operated a substantial branch network comprising approximately 350 locations situated across 14 states. Founded in 1987, Regional Management Corp. maintains its corporate headquarters in Greer, South Carolina.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

IndexAddedRemovedStatus
S&P 500 1980-12-18 Active
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
USD43.69 +0.55 (+1.27%)
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Volume Profile
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Liquidity & share structure
Average Volume
62.6K
Beta
1.03
Float Shares
8.33M
Free Float %
90.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.32% +3.67% -1.58% +15.52% -3.36% -5.14% +39.56% +40.57% -25.99% +115.35% +123.47%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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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 (16 ratings, all time) Hold
Price Targets & DCF
Current price
43.69
DCF (Unlevered) 323.88 +641.3%
DCF (Levered) 1,265.47 +2,796.5%

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) 60% Bullish
Rating 2026-05 Change
Strong Buy 1 +1
Buy 2 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
2.02
Grey zone
Piotroski F-Score
6 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Credit Services: +13.2%
    +9.7% Q1'26: +9.4% (vs Q1'25)
  • EPS growth Financial - Credit Services: +24.0%
    +7.5% Q1'26: +68.6% (vs Q1'25)
  • FCF margin FCF growth · Financial - Credit Services: +70.9%
    -3.7% Q1'26: +45.9% (vs Q1'25)
  • EBIT margin Financial - Credit Services: +28.7%
    +12.5% Q1'26: +22.6% (vs Q1'25)
  • ROIC Financial - Credit Services: +5.0%
    +3.1% Q1'26: +6.0% (vs Q1'25)
  • Share dilution Financial - Credit Services: +0.0%
    -1.6% Q1'26: -3.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×
    18.83× Q1'26: 11.00× (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 (1.04) × ERP
WACC = 17% × Ke + 83% × Kd (4.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 323.88 Current price: 43.69
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 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
3 EPS Ana.
Dec 2027
3 Rev. Ana.
4 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
217.31M
est: 218.82M (-0.7%)
240.52M
est: 240.87M (-0.1%)
272.46M
est: 272.44M (+0.0%)
306.71M
est: 286.51M (+7.1%)
355.71M
est: 347.12M (+2.5%)
373.91M
est: 363.23M (+2.9%)
428.35M
est: 407.24M (+5.2%)
507.19M
est: 509.40M (-0.4%)
551.40M
est: 551.77M (-0.1%)
588.50M
est: 575.42M (+2.3%)
645.57M
est: 623.51M (+3.5%)
681.81M
677.57M – 685.35M
+9.4% YoY
744.19M
733.78M – 752.65M
+9.1% YoY
729.21M
724.67M – 733.00M
-2.0% YoY
EBITDA
42.06M
est: 51.53M (-18.4%)
45.39M
est: 64.82M (-30.0%)
47.61M
est: 69.70M (-31.7%)
54.71M
est: 82.96M (-34.1%)
69.85M
est: 99.13M (-29.5%)
49.24M
est: 76.64M (-35.8%)
124.13M
est: 110.52M (+12.3%)
78.01M
est: 107.12M (-27.2%)
35.42M
est: 84.56M (-58.1%)
68.15M
est: 88.18M (-22.7%)
92.08M
est: 95.55M (-3.6%)
104.49M
103.84M – 105.03M
+9.4% YoY
114.05M
112.45M – 115.34M
+9.1% YoY
111.75M
111.05M – 112.33M
-2.0% YoY
EBIT
38.14M
est: 27.00M (+41.2%)
38.95M
est: 29.73M (+31.0%)
40.26M
est: 33.62M (+19.7%)
45.90M
est: 35.36M (+29.8%)
58.99M
est: 42.84M (+37.7%)
35.93M
est: 101.8K (+35,207.3%)
112.47M
est: 96.76M (+16.2%)
65.32M
est: 125.40M (-47.9%)
20.78M
est: 71.22M (-70.8%)
54.08M
est: 74.28M (-27.2%)
80.36M
est: 80.48M (-0.2%)
88.01M
87.46M – 88.47M
+9.4% YoY
96.06M
94.72M – 97.15M
+9.1% YoY
94.13M
93.54M – 94.62M
-2.0% YoY
Net Income
23.37M
est: 20.71M (+12.8%)
24.03M
est: 23.81M (+0.9%)
29.96M
est: 28.52M (+5.1%)
35.35M
est: 33.21M (+6.4%)
44.73M
est: 39.72M (+12.6%)
26.73M
est: 9.21M (+190.1%)
88.69M
est: 63.04M (+40.7%)
51.22M
est: 61.36M (-16.5%)
15.96M
est: 25.97M (-38.6%)
41.23M
est: 40.22M (+2.5%)
44.41M
est: 44.18M (+0.5%)
55.47M
55.06M – 55.88M
+25.5% YoY
70.07M
68.80M – 75.86M
+26.3% YoY
73.26M
72.72M – 73.80M
+4.6% YoY
SGA
98.29M
est: 86.65M (+13.4%)
98.57M
est: 98.34M (+0.2%)
109.43M
est: 107.11M (+2.2%)
119.42M
est: 111.12M (+7.5%)
134.41M
est: 121.32M (+10.8%)
153.69M
est: 199.06M (-22.8%)
171.39M
est: 124.17M (+38.0%)
198.72M
est: 151.66M (+31.0%)
218.09M
est: 213.75M (+2.0%)
221.88M
est: 222.91M (-0.5%)
240.47M
est: 241.54M (-0.4%)
264.13M
262.48M – 265.50M
+9.4% YoY
288.29M
284.26M – 291.57M
+9.1% YoY
282.49M
280.73M – 283.96M
-2.0% YoY
EPS
1.82
est: 1.80 (+1.0%)
2.03
est: 2.08 (-2.5%)
2.59
est: 2.34 (+10.8%)
3.03
est: 3.08 (-1.5%)
3.92
est: 3.53 (+10.9%)
2.45
est: 2.01 (+22.2%)
8.84
est: 8.13 (+8.7%)
5.51
est: 5.49 (+0.4%)
1.70
est: 2.62 (-35.0%)
4.28
est: 4.06 (+5.5%)
4.63
est: 4.45 (+4.0%)
5.59
5.54 – 5.63
+25.5% YoY
7.37
6.93 – 7.64
+31.9% YoY
7.38
7.32 – 7.43
+0.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-21 Citizens Market Perform Market Outperform Upgrade
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 A- 4/5 4/5 4/5 4/5 1/5 4/5 3/5
2026-05-27 A- 4/5 4/5 4/5 4/5 1/5 4/5 3/5
2026-05-26 A- 4/5 4/5 4/5 4/5 1/5 4/5 3/5
2026-05-22 A- 4/5 4/5 4/5 4/5 1/5 4/5 3/5
2026-05-21 A- 4/5 4/5 4/5 4/5 1/5 4/5 3/5
2026-05-20 A- 4/5 4/5 4/5 4/5 1/5 4/5 3/5
2026-05-19 A- 4/5 4/5 4/5 4/5 1/5 4/5 3/5
2026-05-18 A- 4/5 4/5 4/5 4/5 1/5 4/5 3/5
2026-05-15 B+ 3/5 3/5 4/5 4/5 1/5 4/5 3/5
2026-05-14 B+ 3/5 3/5 4/5 4/5 1/5 4/5 3/5
2026-05-13 A- 4/5 3/5 4/5 4/5 1/5 4/5 4/5
2026-05-12 A- 4/5 3/5 4/5 4/5 1/5 4/5 4/5
2026-05-11 A- 4/5 3/5 4/5 4/5 1/5 4/5 4/5
2026-05-08 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-05-07 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-05-06 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-05-05 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-05-04 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-05-01 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-04-30 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-04-29 A- 4/5 3/5 4/5 5/5 1/5 4/5 3/5
2026-04-28 A- 4/5 3/5 4/5 5/5 1/5 4/5 3/5
2026-04-27 A- 4/5 3/5 4/5 5/5 1/5 4/5 3/5
2026-04-24 B+ 3/5 3/5 4/5 5/5 1/5 3/5 3/5
2026-04-23 A- 4/5 4/5 4/5 5/5 1/5 3/5 3/5
2026-04-22 A- 4/5 4/5 4/5 5/5 1/5 3/5 3/5
2026-04-21 A- 4/5 4/5 4/5 5/5 1/5 3/5 3/5
2026-04-20 A- 4/5 4/5 4/5 5/5 1/5 3/5 3/5
2026-04-17 A- 4/5 4/5 4/5 5/5 1/5 3/5 3/5
2026-04-16 A- 4/5 4/5 4/5 5/5 1/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
318.55M
OE per share TTM
32.20
Owner's Yield
94.57%
Maintenance CapEx ratio
25.28%
Maint CapEx / Avg PPE
9.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
113
Total invested
261.58M
Insider transactions (90d)
23
Beneficial owners (>5%)
27
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Perceptive Advisors LLC 1.34M 6.90% 11.1K 616.6K 11.1K IA Pennsylvania 2018-02-09
2 Edward Kissel 975.7K 10.20% 975.7K 975.7K HC, IN Delaware 2023-01-10
3 Forager Capital Management, LLC 975.7K 10.20% 975.7K 975.7K IA Delaware 2023-01-10
4 Robert MacArthur 975.7K 10.20% 975.7K 975.7K HC, IN Delaware 2023-01-10
5 (1) BlackRock, Inc. 961.8K 10.00% 883.8K 961.8K HC Delaware 2022-10-07
6 30-0447847 838.8K 8.50% 822.8K 838.8K IA Delaware Limited Partnership 2022-02-08
7 Forager Fund, LP 784.6K 8.20% 784.6K 784.6K PN Delaware 2023-01-10
8 Gregory L. Summe 714.8K 6.30% 714.8K 714.8K IN USA 2021-02-12
9 Basswood Enhanced Long Short Fund, LP 690.2K 5.92% 690.2K 10.00 PN Delaware 2017-12-15
10 Basswood Enhanced Long Short GP, LLC 690.2K 5.92% 690.2K 10.00 OO Delaware 2017-12-15
11 Wellington Group Holdings LLP 630.3K 6.36% 612.1K HC Delaware 2022-02-04
12 Wellington Investment Advisors Holdings LLP 630.3K 6.36% 612.1K HC Delaware 2022-02-04
13 Wellington Management Group LLP 630.3K 6.36% 612.1K HC Massachusetts 2022-02-04
14 Glen Capital Partners Focus Fund, L.P. (EIN 46-2135960) 622.4K 5.50% 622.4K 622.4K PN Delaware 2021-02-12
15 Glen Capital Partners GP LLC (EIN 46-2147160) 622.4K 5.50% 622.4K 622.4K OO Delaware 2021-02-12
16 Glen Capital Partners LLC (EIN 46-1943999) 622.4K 5.50% 622.4K 622.4K OO Delaware 2021-02-12
17 Wellington Management Company LLP 616.0K 6.21% 597.8K IA Delaware 2022-02-04
18 Wellington Trust Company, NA 597.8K 6.03% 597.8K BK United States 2022-02-04
19 23-2772200 540.1K 4.58% 276.3K 540.1K IA State of Delaware 2019-02-13
20 13-3127734 380.7K 3.36% 355.2K 380.7K HC Delaware 2021-02-11
21 26-0385758 380.7K 3.36% 355.2K 380.7K IA Delaware 2021-02-11
22 Man Group plc 283.9K 2.43% 283.9K HC, OO Delaware 2018-02-09
23 Numeric Investors LLC 283.9K 2.43% 283.9K OO Delaware 2018-02-09
24 Basswood Opportunity Partners, LP 256.6K 2.20% 256.6K 10.00 PN Delaware 2017-12-15
25 Basswood Financial Fund, Inc. 76.2K 0.65% 76.2K 10.00 CO Cayman Islands 2017-12-15
26 Basswood Opportunity Fund, Inc. 24.0K 0.21% 24.0K 10.00 CO Cayman Islands 2017-12-15
27 S 100.00 0.00% 100.00 100.00 IN Delaware 2022-02-01

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
113
-4 vs prev Q
New positions
15
Closed positions
20
Increased
61
Reduced
33
Put/Call ratio
0.00
Calls held
7.0K
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 26.1K +26.1K (+100.0%) 1.01B +1.0B (+100.0%) 0.26% +0.263 pp 0.00% +0.002 pp USD38.75 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 1.14M +4.1K (+0.4%) 44.15M -80.0K (-0.2%) 11.47% -0.471 pp 0.00% +0.000 pp USD32.73 +18.4% 6 qtrs
3 FORAGER CAPITAL MANAGEMENT, LLC 1.09M +— (+0.0%) 42.05M -227.9K (-0.5%) 10.93% -0.490 pp 19.04% +0.387 pp USD37.68 +2.8% 17 qtrs
4 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 856.6K -167.7K (-16.4%) 33.19M -6.7M (-16.8%) 8.63% -2.151 pp 1.34% -0.292 pp USD21.47 +80.5% 48 qtrs
5 DIMENSIONAL FUND ADVISORS LP 691.7K -6.2K (-0.9%) 26.80M -386.8K (-1.4%) 6.97% -0.377 pp 0.01% 0.000 pp USD21.44 +80.7% 49 qtrs
6 VANGUARD GROUP INC 459.3K +1.9K (+0.4%) 17.80M -22.2K (-0.1%) 4.63% -0.187 pp 0.00% +0.000 pp USD23.35 +66.0% 53 qtrs
7 LSV ASSET MANAGEMENT 338.8K +24.2K (+7.7%) 13.13M +873.0K (+7.1%) 3.41% +0.102 pp 0.03% +0.002 pp USD24.75 +56.6% 43 qtrs
8 TIETON CAPITAL MANAGEMENT, LLC 304.7K -955.0 (-0.3%) 11.81M -101.0K (-0.8%) 3.07% -0.148 pp 4.04% -0.095 pp USD27.10 +43.0% 51 qtrs
9 RENAISSANCE TECHNOLOGIES LLC 243.1K +33.2K (+15.8%) 9.42M +1.2M (+15.2%) 2.45% +0.240 pp 0.01% +0.004 pp USD29.19 +32.8% 43 qtrs
10 AMERICAN CENTURY COMPANIES INC 235.8K +24.1K (+11.4%) 9.14M +887.8K (+10.8%) 2.37% +0.147 pp 0.00% +0.000 pp USD33.82 +14.6% 22 qtrs
11 WELLINGTON MANAGEMENT GROUP LLP 218.2K +19.6K (+9.9%) 8.45M +717.8K (+9.3%) 2.20% +0.108 pp 0.00% +0.000 pp USD23.35 +66.0% 55 qtrs
12 GEODE CAPITAL MANAGEMENT, LLC 204.5K -4.0K (-1.9%) 7.93M -200.5K (-2.5%) 2.06% -0.135 pp 0.00% +0.000 pp USD29.27 +32.4% 50 qtrs
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 182.7K +32.1K (+21.3%) 7.08M +1.2M (+20.6%) 1.84% +0.255 pp 0.00% +0.000 pp USD34.30 +13.0% 50 qtrs
14 STATE STREET CORP 175.4K +843.0 (+0.5%) 6.80M -4.0K (-0.1%) 1.77% -0.070 pp 0.00% +0.000 pp USD26.85 +44.3% 51 qtrs
15 ACADIAN ASSET MANAGEMENT LLC 154.2K -9.6K (-5.9%) 5.97M -407.0K (-6.4%) 1.55% -0.171 pp 0.01% -0.001 pp USD35.05 +10.6% 32 qtrs
16 GOLDMAN SACHS GROUP INC 150.5K +15.8K (+11.7%) 5.83M +583.5K (+11.1%) 1.52% +0.098 pp 0.00% +0.000 pp USD32.85 +18.0% 42 qtrs
17 BRIDGEWAY CAPITAL MANAGEMENT, LLC 111.8K +5.3K (+4.9%) 4.33M +181.7K (+4.4%) 1.13% +0.005 pp 0.09% +0.002 pp USD22.65 +71.1% 47 qtrs
18 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 105.8K -1.4K (-1.3%) 4.10M -75.2K (-1.8%) 1.07% -0.062 pp 0.00% 0.000 pp USD30.56 +26.8% 36 qtrs
19 HILLSDALE INVESTMENT MANAGEMENT INC. 97.5K +2.4K (+2.5%) 3.78M +71.5K (+1.9%) 1.03% +0.033 pp 0.10% -0.008 pp USD38.95 -0.5% 2 qtrs
20 NORTHERN TRUST CORP 91.7K -5.2K (-5.3%) 3.55M -220.7K (-5.8%) 0.92% -0.096 pp 0.00% +0.000 pp USD22.23 +74.3% 51 qtrs
21 BANK OF NEW YORK MELLON CORP 79.9K -18.9K (-19.1%) 3.09M -752.6K (-19.6%) 0.80% -0.235 pp 0.00% 0.000 pp USD25.37 +52.7% 55 qtrs
22 SEI INVESTMENTS CO 72.1K +72.1K (+100.0%) 2.79M +2.8M (+100.0%) 0.73% +0.726 pp 0.00% +0.003 pp USD38.75 +0.0% 1 qtrs NEW
23 MORGAN STANLEY 67.4K +5.6K (+9.0%) 2.61M +202.1K (+8.4%) 0.68% +0.028 pp 0.00% +0.000 pp USD36.70 +5.6% 51 qtrs
24 JACOBS LEVY EQUITY MANAGEMENT, INC 62.6K -7.5K (-10.7%) 2.42M -306.5K (-11.2%) 0.63% -0.108 pp 0.01% -0.002 pp USD32.93 +17.7% 21 qtrs
25 FMR LLC 57.1K +10.7K (+22.9%) 2.21M +403.2K (+22.3%) 0.58% +0.086 pp 0.00% +0.000 pp USD40.31 -3.9% 20 qtrs
26 EMPOWERED FUNDS, LLC 55.3K +5.3K (+10.5%) 2.14M +193.6K (+9.9%) 0.56% +0.030 pp 0.02% -0.003 pp USD30.53 +26.9% 11 qtrs
27 AMERIPRISE FINANCIAL INC 44.1K +24.2K (+121.9%) 1.71M +935.1K (+120.7%) 0.44% +0.235 pp 0.00% +0.000 pp USD35.26 +9.9% 6 qtrs
28 UBS GROUP AG 41.3K -15.4K (-27.1%) 1.60M -606.9K (-27.5%) 0.42% -0.180 pp 0.00% 0.000 pp USD31.18 +24.3% 45 qtrs
29 AQR CAPITAL MANAGEMENT LLC 40.3K +15.9K (+65.0%) 1.56M +610.1K (+64.1%) 0.41% +0.149 pp 0.00% +0.000 pp USD34.31 +12.9% 4 qtrs
30 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 37.6K -2.3K (-5.8%) 1.46M -98.6K (-6.3%) 0.38% -0.042 pp 0.00% -0.001 pp USD29.81 +30.0% 11 qtrs
31 GLOBEFLEX CAPITAL L P 34.7K +— (+0.0%) 1.34M -7.3K (-0.5%) 0.37% +0.003 pp 0.21% -0.002 pp USD34.54 +12.2% 24 qtrs
32 STATE OF WISCONSIN INVESTMENT BOARD 32.6K -482.0 (-1.5%) 1.26M -25.6K (-2.0%) 0.33% -0.020 pp 0.00% 0.000 pp USD28.55 +35.7% 13 qtrs
33 MARTINGALE ASSET MANAGEMENT L P 29.3K +2.0 (+0.0%) 1.13M -6.1K (-0.5%) 0.29% -0.013 pp 0.03% +0.000 pp USD28.95 +33.9% 30 qtrs
34 FIRST TRUST ADVISORS LP 28.0K +436.0 (+1.6%) 1.09M +11.1K (+1.0%) 0.28% -0.008 pp 0.00% +0.000 pp USD28.83 +34.4% 10 qtrs
35 PANAGORA ASSET MANAGEMENT INC 27.8K +7.7K (+38.0%) 1.08M +292.9K (+37.3%) 0.28% +0.068 pp 0.00% +0.001 pp USD30.95 +25.2% 30 qtrs
36 PRUDENTIAL FINANCIAL INC 25.1K -1.9K (-7.1%) 971.9K -80.2K (-7.6%) 0.25% -0.032 pp 0.00% 0.000 pp USD25.42 +52.4% 37 qtrs
37 INTEGRATED QUANTITATIVE INVESTMENTS LLC 24.7K +15.8K (+175.9%) 958.4K +609.1K (+174.4%) 0.25% +0.155 pp 0.21% +0.107 pp USD38.83 -0.2% 4 qtrs
38 NUVEEN, LLC 21.5K +— (+0.0%) 833.7K -4.5K (-0.5%) 0.22% -0.010 pp 0.00% +0.000 pp USD30.11 +28.7% 4 qtrs
39 TREXQUANT INVESTMENT LP 20.8K -6.9K (-24.9%) 804.6K -272.1K (-25.3%) 0.21% -0.082 pp 0.01% -0.004 pp USD35.96 +7.8% 10 qtrs
40 BARCLAYS PLC 20.3K -3.2K (-13.5%) 785.2K +19.2K (+2.5%) 0.20% -0.042 pp 0.00% +0.000 pp USD30.38 +27.6% 51 qtrs
41 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 19.6K +— (+0.0%) 759.5K -4.1K (-0.5%) 0.21% +0.002 pp 0.00% +0.000 pp USD30.11 +28.7% 4 qtrs
42 TWO SIGMA INVESTMENTS, LP 18.1K +1.6K (+9.6%) 702.3K +58.2K (+9.0%) 0.18% +0.009 pp 0.00% +0.000 pp USD29.78 +30.1% 11 qtrs
43 JANNEY MONTGOMERY SCOTT LLC 17.0K -237.0 (-1.4%) 658.0K -13.0K (-1.9%) 0.17% -0.010 pp 0.00% 0.000 pp USD32.81 +18.1% 6 qtrs
44 TWO SIGMA ADVISERS, LP 16.1K -5.3K (-24.7%) 624.6K -209.9K (-25.2%) 0.16% -0.063 pp 0.00% -0.001 pp USD31.75 +22.0% 31 qtrs
45 INVESCO LTD. 15.7K +30.0 (+0.2%) 607.4K -2.1K (-0.3%) 0.16% -0.007 pp 0.00% +0.000 pp USD30.79 +25.9% 51 qtrs
46 BANK OF AMERICA CORP /DE/ 15.7K +4.5K (+40.8%) 606.5K +173.5K (+40.1%) 0.16% +0.041 pp 0.00% +0.000 pp USD35.66 +8.7% 52 qtrs
47 VOYA INVESTMENT MANAGEMENT LLC 14.4K +252.0 (+1.8%) 559.0K +6.8K (+1.2%) 0.15% -0.004 pp 0.00% +0.000 pp USD38.42 +0.9% 16 qtrs
48 D. E. SHAW & CO., INC. 14.2K -803.0 (-5.4%) 548.8K -34.3K (-5.9%) 0.14% -0.015 pp 0.00% +0.000 pp USD29.57 +31.0% 43 qtrs
49 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 13.6K -400.0 (-2.9%) 527.0K -18.4K (-3.4%) 0.14% -0.010 pp 0.00% 0.000 pp USD29.71 +30.4% 3 qtrs
50 MILLENNIUM MANAGEMENT LLC 13.0K -6.4K (-33.0%) 504.6K -252.4K (-33.3%) 0.13% -0.073 pp 0.00% 0.000 pp USD32.46 +19.4% 43 qtrs
51 QUANTINNO CAPITAL MANAGEMENT LP 12.2K +5.4K (+79.8%) 472.3K +208.3K (+78.9%) 0.12% +0.051 pp 0.00% +0.000 pp USD38.87 -0.3% 2 qtrs
52 RHUMBLINE ADVISERS 12.1K -1.3K (-9.8%) 470.1K -54.1K (-10.3%) 0.12% -0.019 pp 0.00% +0.000 pp USD25.04 +54.8% 47 qtrs
53 LEGATO CAPITAL MANAGEMENT LLC 11.7K +11.7K (+100.0%) 455.2K +455.2K (+100.0%) 0.12% +0.125 pp 0.04% +0.039 pp USD38.75 +0.0% 1 qtrs NEW
54 LOS ANGELES CAPITAL MANAGEMENT LLC 11.2K +208.0 (+1.9%) 436.8K +9.9K (+2.3%) 0.11% -0.003 pp 0.00% +0.000 pp USD44.64 -13.2% 23 qtrs
55 WINTON GROUP LTD 11.3K -3.2K (-22.1%) 436.8K -126.9K (-22.5%) 0.11% -0.039 pp 0.02% -0.006 pp USD32.69 +18.5% 3 qtrs
56 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 10.7K +831.0 (+8.4%) 420.6K +36.8K (+9.6%) 0.11% +0.004 pp 0.00% +0.000 pp USD30.68 +26.3% 17 qtrs
57 ENGINEERS GATE MANAGER LP 10.7K +149.0 (+1.4%) 415.1K +3.6K (+0.9%) 0.11% -0.003 pp 0.00% +0.000 pp USD31.30 +23.8% 4 qtrs
58 WELLS FARGO & COMPANY/MN 10.1K +3.3K (+48.2%) 392.2K +126.1K (+47.4%) 0.10% +0.030 pp 0.00% +0.000 pp USD33.54 +15.5% 55 qtrs
59 ALLIANCEBERNSTEIN L.P. 9.9K +— (+0.0%) 383.6K -2.1K (-0.5%) 0.10% -0.005 pp 0.00% +0.000 pp USD28.51 +35.9% 7 qtrs
60 HANCOCK WHITNEY CORP 9.7K +— (+0.0%) 374.6K -2.0K (-0.5%) 0.10% -0.004 pp 0.01% 0.000 pp USD28.91 +34.0% 7 qtrs
61 ENTRYPOINT CAPITAL, LLC 9.0K +2.8K (+46.4%) 347.9K +109.0K (+45.6%) 0.09% +0.026 pp 0.14% +0.043 pp USD38.89 -0.4% 2 qtrs
62 JPMORGAN CHASE & CO 8.5K +4.4K (+105.4%) 330.5K +168.7K (+104.3%) 0.09% +0.047 pp 0.00% +0.000 pp USD33.58 +15.4% 37 qtrs
63 DEUTSCHE BANK AG\ 7.8K +639.0 (+8.9%) 303.3K +23.3K (+8.3%) 0.08% +0.007 pp 0.00% +0.000 pp USD35.44 +9.3% 50 qtrs
64 CANADA PENSION PLAN INVESTMENT BOARD 6.9K +6.9K (+100.0%) 267.4K +267.4K (+100.0%) 0.07% +0.070 pp 0.00% +0.000 pp USD38.75 +0.0% 1 qtrs NEW
65 HSBC HOLDINGS PLC 6.4K +6.4K (+100.0%) 248.2K +248.2K (+100.0%) 0.06% +0.065 pp 0.00% +0.000 pp USD38.75 +0.0% 1 qtrs NEW
66 EXCHANGE TRADED CONCEPTS, LLC 6.3K +49.0 (+0.8%) 243.9K +588.0 (+0.2%) 0.07% +0.001 pp 0.00% 0.000 pp USD30.13 +28.6% 4 qtrs
67 BREVAN HOWARD CAPITAL MANAGEMENT LP 6.0K +6.0K (+100.0%) 231.9K +231.9K (+100.0%) 0.06% +0.060 pp 0.00% +0.003 pp USD38.75 +0.0% 1 qtrs NEW
68 CREATIVE PLANNING 6.0K +282.0 (+4.9%) 231.9K +9.7K (+4.4%) 0.06% +0.000 pp 0.00% +0.000 pp USD38.95 -0.5% 2 qtrs
69 METLIFE INVESTMENT MANAGEMENT, LLC 5.5K +— (+0.0%) 211.7K -1.1K (-0.5%) 0.06% -0.003 pp 0.00% +0.000 pp USD45.92 -15.6% 19 qtrs
70 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 4.9K +— (+0.0%) 190.3K -1.0K (-0.5%) 0.05% -0.002 pp 0.00% +0.000 pp USD30.87 +25.5% 16 qtrs
71 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 4.2K -8.0 (-0.2%) 163.1K -1.2K (-0.7%) 0.04% -0.002 pp 0.00% +0.000 pp USD28.91 +34.0% 7 qtrs
72 RUSSELL INVESTMENTS GROUP, LTD. 3.9K +350.0 (+9.9%) 150.2K +12.8K (+9.3%) 0.04% +0.002 pp 0.00% +0.000 pp USD32.47 +19.3% 17 qtrs
73 NEW YORK STATE COMMON RETIREMENT FUND 3.5K +— (+0.0%) 134.4K -728.0 (-0.5%) 0.03% -0.002 pp 0.00% +0.000 pp USD18.89 +105.1% 43 qtrs
74 QUEST PARTNERS LLC 3.4K +3.4K (+100.0%) 133.4K +133.4K (+100.0%) 0.03% +0.035 pp 0.01% +0.008 pp USD38.75 +0.0% 1 qtrs NEW
75 EMC CAPITAL MANAGEMENT 3.2K -569.0 (-15.0%) 125.0K -23.0K (-15.5%) 0.03% -0.007 pp 0.06% -0.015 pp USD35.27 +9.9% 16 qtrs
76 BNP PARIBAS ARBITRAGE, SNC 3.2K +1.1K (+55.2%) 124.9K +44.0K (+54.4%) 0.03% +0.011 pp 0.00% +0.000 pp USD34.66 +11.8% 46 qtrs
77 SG AMERICAS SECURITIES, LLC 2.9K +2.9K (+100.0%) 112.0K +112.0K (+100.0%) 0.03% +0.031 pp 0.00% +0.000 pp USD38.75 +0.0% 1 qtrs NEW
78 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 2.7K +— (+0.0%) 104.8K -568.0 (-0.5%) 0.03% -0.001 pp 0.00% +0.000 pp USD35.90 +7.9% 5 qtrs
79 KESTRA ADVISORY SERVICES, LLC 1.3K +1.3K (+100.0%) 49.2K +49.2K (+100.0%) 0.01% +0.013 pp 0.00% +0.000 pp USD38.75 +0.0% 1 qtrs NEW
80 CWM, LLC 1.0K -43.0 (-4.0%) 40.0K -1.0K (-2.4%) 0.01% -0.001 pp 0.00% +0.000 pp USD32.32 +19.9% 7 qtrs
81 AMERITAS INVESTMENT PARTNERS, INC. 947.00 +— (+0.0%) 36.7K -199.0 (-0.5%) 0.01% 0.000 pp 0.00% +0.000 pp USD22.28 +73.9% 36 qtrs
82 CITIGROUP INC 940.00 +57.0 (+6.5%) 36.4K +2.0K (+5.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD25.69 +50.8% 29 qtrs
83 LEGAL & GENERAL GROUP PLC 828.00 +— (+0.0%) 32.1K -174.0 (-0.5%) 0.01% 0.000 pp 0.00% +0.000 pp USD28.63 +35.3% 37 qtrs
84 STATE OF ALASKA, DEPARTMENT OF REVENUE 667.00 +667.0 (+100.0%) 25.0K +25.0K (+100.0%) 0.01% +0.007 pp 0.00% +0.000 pp USD38.75 +0.0% 1 qtrs NEW
85 HARBOR CAPITAL ADVISORS, INC. 563.00 -10.0 (-1.7%) 22.0K +— (+0.0%) 0.01% 0.000 pp 0.00% +0.000 pp USD37.22 +4.1% 6 qtrs
86 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 558.00 -41.0 (-6.8%) 21.6K -1.7K (-7.3%) 0.01% -0.001 pp 0.00% +0.000 pp USD19.55 +98.2% 52 qtrs
87 STERLING CAPITAL MANAGEMENT LLC 456.00 -89.0 (-16.3%) 17.7K -3.6K (-16.8%) 0.00% -0.001 pp 0.00% +0.000 pp USD36.31 +6.7% 6 qtrs
88 ADVISOR GROUP HOLDINGS, INC. 321.00 -1.0 (-0.3%) 12.5K -963.0 (-7.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD39.49 -1.9% 19 qtrs
89 GENEOS WEALTH MANAGEMENT INC. 300.00 +— (+0.0%) 11.6K -63.0 (-0.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD38.08 +1.8% 40 qtrs
90 AMALGAMATED BANK 285.00 +18.0 (+6.7%) 11.0K +1.0K (+10.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD47.25 -18.0% 16 qtrs
91 TOWER RESEARCH CAPITAL LLC (TRC) 278.00 -143.0 (-34.0%) 10.8K -5.6K (-34.3%) 0.00% -0.002 pp 0.00% 0.000 pp USD29.48 +31.4% 49 qtrs
92 ROYAL BANK OF CANADA 247.00 +46.0 (+22.9%) 9.0K +1.0K (+12.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.95 +43.8% 45 qtrs
93 KEMNAY ADVISORY SERVICES INC. 227.00 +227.0 (+100.0%) 8.8K +8.8K (+100.0%) 0.00% +0.002 pp 0.00% +0.001 pp USD38.75 +0.0% 1 qtrs NEW
94 COVESTOR LTD 211.00 -19.0 (-8.3%) 8.0K -1.0K (-11.1%) 0.00% 0.000 pp 0.00% -0.001 pp USD36.68 +5.6% 14 qtrs
95 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 120.00 +— (+0.0%) 4.7K -25.0 (-0.5%) 0.00% 0.000 pp 0.00% +0.000 pp USD57.46 -32.6% 17 qtrs
96 GAMMA INVESTING LLC 119.00 +26.0 (+28.0%) 4.6K +988.0 (+27.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD31.80 +21.9% 9 qtrs
97 GROUP ONE TRADING, L.P. 100.00 +100.0 (+100.0%) 3.9K +3.9K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD38.75 +0.0% 1 qtrs NEW
98 OPTIVER HOLDING B.V. 84.00 +— (+0.0%) 3.3K -18.0 (-0.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD38.95 -0.5% 2 qtrs
99 SIGNATUREFD, LLC 67.00 +24.0 (+55.8%) 2.6K +921.0 (+55.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD38.34 +1.1% 4 qtrs
100 IFP ADVISORS, INC 52.00 +23.0 (+79.3%) 2.0K +885.0 (+78.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD36.40 +6.5% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 77 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Acquirers Small and Micro Deep Value ETF DEEP 1.01% 277.1K 0.80%
2 First Trust Dow Jones Select MicroCap Index Fund FDM 0.46% 1.21M 0.65%
3 Royce Quant Small-Cap Quality Value ETF SQLV 0.35% 101.6K 0.60%
4 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.12% 2.04M 0.47%
5 iShares Micro-Cap ETF IWC 0.09% 1.27M 0.60%
6 WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS 0.08% 310.7K 0.38%
7 Franklin U.S. Small Cap Multifactor Index ETF FLQS 0.05% 28.3K 0.35%
8 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.05% 559.1K 0.20%
9 Fidelity Enhanced Small Cap ETF FESM 0.04% 2.54M 0.28%
10 Avantis U.S. Small Cap Value ETF AVUV 0.04% 10.85M 0.25%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.83
Neutral
Ratio by volume
0.91
Neutral
Buys
15
Sells
18
Shares acquired
110.1K
Shares disposed
120.7K
Cash buys
Cash sales
16.00
Net activity
-10,619
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 Johnson Sandra K. Director S-Sale D Common Stock 1,000 36.00 36.0K 21,933 D
2026-05-21 Palomares Carlos Director A-Award A Common Stock 4,286 0.00 74,196 D
2026-05-21 Johnson Sandra K. Director A-Award A Common Stock 3,583 0.00 22,933 D
2026-05-21 Freiberg Steven J Director A-Award A Common Stock 3,829 0.00 142,048 D
2026-05-21 Dunn Michael R Director A-Award A Common Stock 3,583 0.00 106,692 D
2026-05-21 Contreras-Sweet Maria Director A-Award A Common Stock 3,829 0.00 39,696 D
2026-05-21 Campos Roel C Director A-Award A Common Stock 3,583 0.00 117,784 D
2026-05-21 Brown Jonathan David Director A-Award A Common Stock, par value $0.10 per share ("Common Stock") 3,337 0.00 34,748 D
2026-05-21 Booth Julie Director A-Award A Common Stock 3,829 0.00 8,988 D
2026-05-21 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner A-Award A Common Stock, par value $0.10 per share ("Common Stock") 3,337 0.00 34,748 I
2026-05-13 Rana Harpreet Officer A-Award A Common Stock 14,645 0.00 46,169 D
2026-05-13 Parmar Manish Officer A-Award A Common Stock 5,125 0.00 61,152 D
2026-05-13 Lamba Lakhbir S. Director / Officer A-Award A Common Stock 36,613 0.00 45,734 D
2026-05-13 Fisher Brian J. Officer A-Award A Common Stock 5,125 0.00 32,870 D
2026-05-13 Atwood Catherine R Officer A-Award A Common Stock 6,444 0.00 47,386 D
2026-05-11 Atwood Catherine R Officer S-Sale D Common Stock 3,000 35.06 105.2K 40,942 D
2026-04-29 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 2,916 38.50 112.3K 948,458 D
2026-04-28 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 2,101 39.59 83.2K 951,374 D
2026-04-21 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 5,788 40.18 232.6K 953,475 D
2026-04-20 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 15,000 39.68 595.2K 959,263 D
2026-04-17 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 7,173 38.56 276.6K 974,263 D
2026-04-17 Fisher Brian J. Officer S-Sale D Common Stock 2,961 38.95 115.3K 27,745 D
2026-04-17 Barnette Steven B Officer S-Sale D Common Stock 1,600 40.00 64.0K 18,346 D
2026-04-16 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 12,827 38.48 493.6K 981,436 D
2026-04-15 Rana Harpreet Officer S-Sale D Common Stock 14,978 38.09 570.5K 31,524 D
2026-04-15 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 17,602 38.06 669.9K 994,263 D
2026-04-15 Fisher Brian J. Officer M-Exempt A Common Stock 8,918 19.99 178.3K 36,663 D
2026-04-14 Rana Harpreet Officer S-Sale D Common Stock 3,009 38.06 114.5K 46,502 D
2026-04-14 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 7,398 38.02 281.3K 1,011,865 D
2026-04-14 Fisher Brian J. Officer S-Sale D Common Stock 3,000 38.07 114.2K 33,202 D
2026-03-12 Campos Roel C Director J-Other A Common Stock 0 0.00 114,201 D
2026-02-27 Palomares Carlos Director F-InKind D Common Stock 4,589 31.82 146.0K 69,910 D
2026-02-23 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner S-Sale D Common Stock 1,310 34.05 44.6K 425,606 I
2026-02-20 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner S-Sale D Common Stock 138 34.51 4.8K 24,334 I
2026-02-17 Atwood Catherine R Officer S-Sale D Common Stock 2,600 35.02 91.1K 43,942 D
2026-02-13 Atwood Catherine R Officer S-Sale D Common Stock 400 35.04 14.0K 46,542 D
2026-01-13 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 809 38.62 31.2K 1,019,263 D
2026-01-12 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 500 39.25 19.6K 1,020,072 D
2026-01-09 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 724 39.64 28.7K 1,020,572 D
2026-01-08 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 18,294 38.79 709.6K 1,042,133 D
2026-01-07 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 300 39.05 11.7K 1,060,427 D
2026-01-06 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 7,576 38.88 294.6K 1,060,727 D
2026-01-05 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 8,827 40.09 353.9K 1,068,303 D
2026-01-02 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 7,968 38.93 310.2K 1,077,130 D
2025-12-31 Rana Harpreet Officer F-InKind D Common Stock 2,041 38.75 79.1K 56,011 D
2025-12-31 Parmar Manish Officer F-InKind D Common Stock 816 38.75 31.6K 58,151 D
2025-12-31 Fisher Brian J. Officer F-InKind D Common Stock 1,589 38.75 61.6K 39,859 D
2025-12-31 Barnette Steven B Officer F-InKind D Common Stock 1,392 38.75 53.9K 19,946 D
2025-12-31 Atwood Catherine R Officer F-InKind D Common Stock 703 38.75 27.2K 49,170 D
2025-12-10 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner S-Sale D Common Stock 316 37.80 11.9K 4,984 I
2025-12-09 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner S-Sale D Common Stock 3,091 36.68 113.4K 111,107 I
2025-12-03 Dunn Michael R Director S-Sale D Common Stock 5,580 37.46 209.0K 103,109 D
2025-12-02 Dunn Michael R Director S-Sale D Common Stock 4,420 37.44 165.5K 108,689 D
2025-12-01 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner S-Sale D Common Stock 778 37.59 29.2K 289,246 I
2025-11-26 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner S-Sale D Common Stock 778 39.53 30.8K 290,024 I
2025-11-25 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner S-Sale D Common Stock 234 37.48 8.8K 5,467 I
2025-11-24 Barnette Steven B Officer S-Sale D Common Stock 1,640 37.00 60.7K 21,338 D
2025-11-24 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner S-Sale D Common Stock 4,279 36.89 157.9K 119,738 I
2025-11-21 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner S-Sale D Common Stock 252 37.05 9.3K 124,017 I
2025-11-12 Fisher Brian J. Officer S-Sale D Common Stock 6,548 38.65 253.1K 43,040 D
2025-11-11 Fisher Brian J. Officer S-Sale D Common Stock 5,500 38.24 210.3K 49,588 D
2025-11-10 Lamba Lakhbir S. Director / Officer A-Award A Common Stock 9,121 0.00 9,121 D
2025-11-10 Fisher Brian J. Officer F-InKind D Common Stock 7,609 38.37 292.0K 55,088 D
2025-09-02 Parmar Manish Officer S-Sale D Common Stock 1,264 43.89 55.5K 58,967 D
2025-08-29 Parmar Manish Officer F-InKind D Common Stock 3,736 43.84 163.8K 60,231 D
2025-08-11 Beck Robert William Director / Officer S-Sale D Common Stock 5,656 35.32 199.8K 84,017 D
2025-07-01 Beck Robert William Director / Officer S-Sale D Common Stock 6,160 30.39 187.2K 89,673 D
2025-06-16 Forager Fund, L.P. 10% Owner P-Purchase A Common Stock, par value $0.10 per share 300 29.13 8.7K 1,085,098 D
2025-06-13 Forager Fund, L.P. 10% Owner P-Purchase A Common Stock, par value $0.10 per share 29,133 28.59 832.9K 1,081,848 D
2025-06-12 Forager Fund, L.P. 10% Owner P-Purchase A Common Stock, par value $0.10 per share 12,246 29.05 355.7K 1,052,715 D
2025-06-11 Forager Fund, L.P. 10% Owner P-Purchase A Common Stock, par value $0.10 per share 24 29.05 703.97 1,040,469 D
2025-06-10 Forager Fund, L.P. 10% Owner P-Purchase A Common Stock, par value $0.10 per share 12,754 28.20 359.7K 1,016,236 D
2025-06-09 Forager Fund, L.P. 10% Owner Common Stock, par value $0.10 per share 0 0.00 992,424 D
2025-05-22 Palomares Carlos Director A-Award A Common Stock 5,767 0.00 65,311 D
2025-05-22 Johnson Sandra K. Director A-Award A Common Stock 4,822 0.00 19,350 D
2025-05-22 Freiberg Steven J Director A-Award A Common Stock 5,153 0.00 138,219 D
2025-05-22 Dunn Michael R Director A-Award A Common Stock 4,822 0.00 113,109 D
2025-05-22 Contreras-Sweet Maria Director A-Award A Common Stock 5,153 0.00 35,867 D
2025-05-22 Campos Roel C Director A-Award A Common Stock 5,153 0.00 114,201 D
2025-05-22 Brown Jonathan David Director A-Award A Common Stock, par value $0.10 per share ("Common Stock") 4,491 0.00 31,411 D
2025-05-22 Booth Julie Director A-Award A Common Stock 4,491 0.00 5,159 D
2025-05-22 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner A-Award A Common Stock, par value $0.10 per share ("Common Stock") 4,491 0.00 31,411 I
2025-05-14 Beck Robert William Director / Officer S-Sale D Common Stock 1,337 30.02 40.1K 95,833 D
2025-05-13 Beck Robert William Director / Officer S-Sale D Common Stock 2,838 30.03 85.2K 97,170 D
2025-05-12 Beck Robert William Director / Officer S-Sale D Common Stock 1,665 30.13 50.2K 100,008 D
2025-03-20 Booth Julie Director A-Award A Common Stock 668 0.00 668 D
2025-03-17 Rana Harpreet Officer A-Award A Common Stock 16,644 0.00 58,052 D
2025-03-17 Parmar Manish Officer A-Award A Common Stock 7,565 0.00 58,967 D
2025-03-17 Fisher Brian J. Officer A-Award A Common Stock 5,632 0.00 50,318 D
2025-03-17 Beck Robert William Director / Officer A-Award A Restricted Stock Units 50,437 0.00 50,437 D
2025-03-17 Barnette Steven B Officer A-Award A Common Stock 5,003 0.00 22,978 D
2025-03-17 Atwood Catherine R Officer A-Award A Common Stock 7,397 0.00 49,873 D
2025-03-13 Booth Julie 0 0.00 0
2025-02-14 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner P-Purchase A Common Stock, par value $0.10 per share ("Common Stock") 968 36.31 35.1K 968 I
2025-02-11 Palomares Carlos Director M-Exempt A Common Stock 9,482 16.30 154.6K 63,865 D
2025-02-05 Beck Robert William Director / Officer S-Sale D Common Stock 13,000 36.71 477.2K 101,673 D
2025-01-29 Rana Harpreet Officer A-Award A Common Stock 4,919 0.00 41,408 D
2025-01-29 Parmar Manish Officer A-Award A Common Stock 3,351 0.00 51,402 D
2025-01-29 Fisher Brian J. Officer A-Award A Common Stock 4,151 0.00 44,686 D
2025-01-29 Beck Robert William Director / Officer A-Award A Common Stock 18,451 0.00 114,673 D
2025-01-29 Atwood Catherine R Officer A-Award A Common Stock 2,300 0.00 42,476 D
2025-01-15 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 16,219 34.21 554.8K 990,894 D
2025-01-14 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 14,103 32.78 462.3K 1,007,113 D
2025-01-13 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 21,805 32.17 701.4K 1,021,216 D
2025-01-10 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 597 32.23 19.2K 1,043,021 D
2025-01-08 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 7,555 32.80 247.8K 1,043,618 D
2025-01-07 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 3,032 33.04 100.2K 1,051,173 D
2025-01-06 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 6,265 33.46 209.6K 1,054,205 D
2025-01-03 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 20,332 33.71 685.4K 1,060,470 D
2025-01-02 Forager Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.10 per share 501 34.15 17.1K 1,080,802 D
2024-12-31 Rana Harpreet Officer F-InKind D Common Stock 5,145 33.98 174.8K 36,489 D
2024-12-31 Parmar Manish Officer F-InKind D Common Stock 1,932 33.98 65.6K 48,051 D
2024-12-31 Fisher Brian J. Officer F-InKind D Common Stock 3,047 33.98 103.5K 40,535 D
2024-12-31 Beck Robert William Director / Officer M-Exempt A Common Stock 17,730 0.00 117,277 D
2024-12-31 Barnette Steven B Officer F-InKind D Common Stock 872 33.98 29.6K 17,975 D
2024-12-31 Atwood Catherine R Officer F-InKind D Common Stock 1,849 33.98 62.8K 40,176 D
2024-12-11 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner P-Purchase A Common Stock, par value $0.10 per share ("Common Stock") 2,671 34.10 91.1K 508,953 I
2024-12-06 Atwood Catherine R Officer S-Sale D Common Stock 1,128 33.00 37.2K 42,025 D
2024-12-05 Beck Robert William Director / Officer S-Sale D Common Stock 3,896 32.56 126.9K 99,547 D
2024-12-04 Beck Robert William Director / Officer S-Sale D Common Stock 6,404 32.49 208.1K 104,143 D
2024-12-03 Atwood Catherine R Officer F-InKind D Common Stock 617 33.75 20.8K 42,408 D
2024-09-04 Campos Roel C Director M-Exempt A Common Stock 9,188 15.89 146.0K 113,602
2024-06-03 Parmar Manish Officer A-Award D Common Stock 9,663 0.00 49,983
2024-06-03 Fisher Brian J. Officer A-Award D Common Stock 11,968 0.00 43,582
2024-06-03 Beck Robert William Director / Officer A-Award A Restricted Stock Units 53,191 0.00 53,191
2024-06-03 Barnette Steven B Officer A-Award D Common Stock 5,128 0.00 18,847
2024-06-03 Atwood Catherine R Officer A-Award D Common Stock 7,517 0.00 42,025
2024-05-23 Palomares Carlos Director A-Award A Common Stock 5,627 0.00 54,383
2024-05-23 Johnson Sandra K. Director A-Award A Common Stock 4,704 0.00 14,528
2024-05-23 Freiberg Steven J Director A-Award A Common Stock 5,027 0.00 133,066
2024-05-23 Dunn Michael R Director A-Award A Common Stock 4,704 0.00 108,287
2024-05-23 Contreras-Sweet Maria Director A-Award A Common Stock 5,027 0.00 30,714
2024-05-23 Campos Roel C Director A-Award A Common Stock 5,027 0.00 101,720
2024-05-07 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner P-Purchase A Common Stock 9,901 30.51 302.1K 488,793
2024-05-06 Beck Robert William Director / Officer G-Gift D Common Stock 4,000 0.00 110,547
2024-05-06 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner P-Purchase A Common Stock 68 30.04 2.0K 5,767
2024-05-03 Forager Fund, L.P. 10% Owner D Common Stock, par value $0.10 per share 0 0.00 1,086,102
2024-04-12 Rana Harpreet Officer F-InKind D Common Stock 1,984 25.00 49.6K 25,854
2024-04-12 Parmar Manish Officer F-InKind D Common Stock 1,064 25.00 26.6K 40,320
2024-04-12 Fisher Brian J. Officer F-InKind D Common Stock 1,527 25.00 38.2K 31,614
2024-04-12 Beck Robert William Director / Officer A-Award A Common Stock 18,530 0.00 123,134
2024-04-12 Atwood Catherine R Officer F-InKind D Common Stock 776 25.00 19.4K 34,508
2024-03-11 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner P-Purchase A Common Stock 5,447 24.59 133.9K 290,402
2024-03-08 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner P-Purchase A Common Stock 1,021 23.71 24.2K 284,955
2024-03-07 Barnette Steven B Officer A-Award A Common Stock 3,975 0.00 13,719
2024-03-07 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner P-Purchase A Common Stock 530 22.99 12.2K 111,106
2024-03-06 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner P-Purchase A Common Stock 57 22.72 1.3K 5,576
2024-02-16 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner P-Purchase A Common Stock 730 23.46 17.1K 473,386
2024-02-15 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner P-Purchase A Common Stock 93 22.85 2.1K 5,411
2024-02-14 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner J-Other D Common Stock, par value $0.10 per share ("Common Stock") 38,136 21.95 837.1K 461,229
2023-12-31 Schachtel John D. Officer F-InKind D Common Stock 4,202 25.08 105.4K 65,132
2023-12-31 Rana Harpreet Officer F-InKind D Common Stock 3,377 25.08 84.7K 22,337
2023-12-31 Parmar Manish Officer F-InKind D Common Stock 2,165 25.08 54.3K 37,017
2023-12-31 Fisher Brian J. Officer F-InKind D Common Stock 2,440 25.08 61.2K 28,178
2023-12-31 Beck Robert William Director / Officer F-InKind D Common Stock 14,866 25.08 372.8K 104,604
2023-12-31 Barnette Steven B Officer F-InKind D Common Stock 1,044 25.08 26.2K 9,744
2023-12-31 Atwood Catherine R Officer F-InKind D Common Stock 1,965 25.08 49.3K 32,761
2023-11-15 Fisher Brian J. Officer J-Other D Common Stock 21,562 0.00 30,618
2023-11-08 Campos Roel C Director P-Purchase A Common Stock 1,000 21.57 21.6K 96,693
2023-11-07 Schachtel John D. Officer P-Purchase A Common Stock 5,000 22.41 112.1K 69,334
2023-09-06 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner P-Purchase A Common Stock 170 27.04 4.6K 33,246
2023-08-30 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner P-Purchase A Common Stock 2,694 28.82 77.6K 512,041
2023-08-28 LINDENBAUM MATTHEW A Director / 10% Owner J-Other A Common Stock, par value $0.10 per share ("Common Stock") 61,726 28.65 1.77M 512,041
2023-08-28 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner J-Other A Common Stock 645 28.65 18.5K 5,079
2023-08-16 Beck Robert William Director / Officer S-Sale D Common Stock 5,000 27.45 137.3K 119,470
2023-06-14 Schachtel John D. Officer A-Award A Common Stock 13,515 0.00 64,334
2023-06-14 Rana Harpreet Officer A-Award A Common Stock 14,580 0.00 25,714
2023-06-14 Parmar Manish Officer A-Award A Common Stock 8,928 0.00 39,182
2023-06-14 Fisher Brian J. Officer A-Award A Common Stock 11,058 0.00 52,180
2023-06-14 Beck Robert William Director / Officer A-Award A Common Stock 49,148 0.00 124,470
2023-06-14 Atwood Catherine R Officer A-Award A Common Stock 6,946 0.00 34,726
2023-06-09 Beck Robert William Director / Officer S-Sale D Common Stock 4,516 29.65 133.9K 75,806
2023-06-07 Freiberg Steven J Director M-Exempt D Stock Option (right to buy) 9,188 15.89 146.0K 0
2023-06-01 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner P-Purchase A Common Stock 11 26.19 288.09 32,447
2023-05-31 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner P-Purchase A Common Stock 136 25.98 3.5K 4,343
2023-05-30 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner P-Purchase A Common Stock 18 26.08 469.44 4,207
2023-05-26 Johnson Sandra K. Director S-Sale D Common Stock 2,775 25.04 69.5K 9,824
2023-05-26 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner P-Purchase A Common Stock 993 25.33 25.2K 213,892
2023-05-25 Palomares Carlos Director A-Award A Common Stock 6,100 0.00 48,756
2023-05-25 Johnson Sandra K. Director A-Award A Common Stock 5,100 0.00 12,599
2023-05-25 Freiberg Steven J Director A-Award A Common Stock 5,450 0.00 110,098
2023-05-25 Dunn Michael R Director A-Award A Common Stock 5,100 0.00 103,583
2023-05-25 Contreras-Sweet Maria Director A-Award A Common Stock 5,100 0.00 25,687
2023-05-25 Campos Roel C Director A-Award A Common Stock 5,450 0.00 95,693
2023-05-25 Brown Jonathan David Director A-Award A Common Stock, par value $0.10 per share ("Common Stock") 4,750 0.00 22,539
2023-05-25 BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director / 10% Owner J-Other D Common Stock 1,734 25.00 43.4K 32,374
2023-05-25 BANCROFT PHILIP V Director A-Award A Common Stock 5,450 0.00 35,055
2023-05-23 Brown Jonathan David Director A-Award A Common Stock, par value $0.10 per share ("Common Stock") 4,381 0.00 26,920
2023-04-06 Schachtel John D. Officer A-Award A Common Stock 15,277 0.00 56,322
2023-04-06 Parmar Manish Officer F-InKind D Common Stock 3,003 25.74 77.3K 30,254
2023-04-06 Fisher Brian J. Officer A-Award A Common Stock 13,253 0.00 45,211
2023-04-06 Beck Robert William Director / Officer F-InKind D Common Stock 16,135 25.74 415.3K 80,322
2023-02-28 Barnette Steven B Officer A-Award A Common Stock 1,689 0.00 10,788
2022-12-31 Schachtel John D. Officer F-InKind D Common Stock 3,839 28.08 107.8K 41,045
2022-12-31 Rana Harpreet Officer F-InKind D Common Stock 1,624 28.08 45.6K 11,134
2022-12-31 Parmar Manish Officer F-InKind D Common Stock 1,851 28.08 52.0K 20,925
2022-12-31 Fisher Brian J. Officer F-InKind D Common Stock 2,038 28.08 57.2K 31,958
2022-12-31 Beck Robert William Officer F-InKind D Common Stock 10,982 28.08 308.4K 57,190
2022-12-31 Barnette Steven B Officer F-InKind D Common Stock 1,643 28.08 46.1K 9,099
2022-12-31 Atwood Catherine R Officer F-InKind D Common Stock 2,009 28.08 56.4K 27,780

Executive team

Top executives
EBIT / Employee
37.7K
Shares Outstanding
9.21M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Robert W. Beck, Former President and Chief Executive Officer 680.0K 3.00M 1.02M 123.4K 4.82M 62.18%
2 2025 Harpreet Rana, Executive Vice President and Chief Financial and Administrative Officer 435.0K 990.0K 435.4K 48.6K 1.91M 51.86%
3 2025 Catherine R. Atwood, Senior Vice President, General Counsel, and Secretary 372.0K 440.0K 372.4K 34.9K 1.22M 36.09%
4 2025 Manish Parmar, Executive Vice President and Chief Credit Risk Officer 363.0K 450.0K 363.4K 39.2K 1.22M 37.02%
5 2025 Brian J. Fisher, Executive Vice President and Chief Strategy and Development Officer 412.0K 335.0K 412.4K 37.9K 1.20M 27.98%
6 2025 Lakhbir S. Lamba, President and Chief Executive Officer 78.4K 150.0K 350.0K 8.9K 587.3K 59.60%
7 2024 Robert W. Beck, Former President and Chief Executive Officer 660.0K 3.00M 1.11M 151.4K 4.92M 60.94%
8 2024 Robert W. Beck, President and Chief Executive Officer 660.0K 3.00M 1.11M 151.4K 4.92M 60.94%
9 2024 Harpreet Rana, Executive Vice President and Chief Financial and Administrative Officer 420.0K 890.0K 471.7K 63.4K 1.85M 48.24%
10 2024 Brian J. Fisher, Executive Vice President and Chief Strategy and Development Officer 412.0K 675.0K 462.7K 55.4K 1.61M 42.05%
11 2024 Manish Parmar, Executive Vice President and Chief Credit Risk Officer 363.0K 545.0K 407.6K 63.1K 1.38M 39.53%
12 2024 Catherine R. Atwood, Senior Vice President, General Counsel, and Secretary 363.0K 424.0K 407.6K 48.0K 1.24M 34.12%
13 2023 Robert W. Beck, President and Chief Executive Officer 660.0K 3.00M 1.45M 180.8K 5.29M 56.69%
14 2023 Robert W. Beck, Former President and Chief Executive Officer 660.0K 3.00M 1.45M 180.8K 5.29M 56.69%
15 2023 John D. Schachtel, Former Executive Vice President and Chief Operating Officer 441.0K 825.0K 557.4K 90.0K 1.91M 43.12%
16 2023 Harpreet Rana, Executive Vice President and Chief Financial and Administrative Officer 420.0K 890.0K 544.3K 35.4K 1.89M 47.10%
17 2023 Harpreet Rana, Executive Vice President and Chief Financial Officer 420.0K 890.0K 544.3K 35.4K 1.89M 47.10%
18 2023 Brian J. Fisher, Executive Vice President and Chief Strategy and Development Officer 412.0K 675.0K 520.8K 70.7K 1.68M 40.21%
19 2023 Manish Parmar, Executive Vice President and Chief Credit Risk Officer 363.0K 545.0K 458.7K 74.4K 1.44M 37.82%
20 2022 Robert W. Beck, President and Chief Executive Officer 660.0K 3.00M 1.19M 67.8K 4.92M 61.03%
21 2022 John D. Schachtel, Executive Vice President and Chief Operating Officer 441.0K 825.0K 492.9K 57.1K 1.82M 45.43%
22 2022 John D. Schachtel, Former Executive Vice President and Chief Operating Officer 441.0K 825.0K 492.9K 57.1K 1.82M 45.43%
23 2022 Brian J. Fisher, Executive Vice President and Chief Strategy and Development Officer 412.0K 674.9K 445.4K 37.6K 1.57M 42.99%
24 2022 Harpreet Rana, Executive Vice President and Chief Financial Officer 420.0K 799.9K 257.9K 26.9K 1.50M 53.16%
25 2022 Harpreet Rana, Executive Vice President and Chief Financial and Administrative Officer 420.0K 799.9K 257.9K 26.9K 1.50M 53.16%
26 2022 Manish Parmar, Executive Vice President and Chief Credit Risk Officer 363.0K 545.0K 405.0K 34.6K 1.35M 40.44%
27 2021 Robert W. Beck, President and Chief Executive Officer 640.0K 1.12M 560.0K 1.36M 42.2K 3.73M 45.08%
28 2021 John D. Schachtel, Executive Vice President and Chief Operating Officer 428.0K 321.0K 160.5K 779.9K 46.1K 1.74M 27.75%
29 2021 John D. Schachtel, Former Executive Vice President and Chief Operating Officer 428.0K 321.0K 160.5K 779.9K 46.1K 1.74M 27.75%
30 2021 Brian J. Fisher, Executive Vice President and Chief Strategy and Development Officer 400.0K 300.0K 150.0K 664.3K 25.7K 1.54M 29.22%
31 2021 Manish Parmar, Executive Vice President and Chief Credit Risk Officer 352.0K 263.9K 132.0K 500.2K 24.9K 1.27M 31.10%
32 2021 Harpreet Rana, Executive Vice President and Chief Financial Officer 400.0K 166.2K 568.4K 20.9K 1.16M 14.39%
33 2020 Peter R. Knitzer, Former President and Chief Executive Officer 141.0K 754.5K 2.55M 3.44M 0.00%
34 2020 Robert W. Beck, President and Chief Executive Officer 557.0K 829.5K 400.0K 984.2K 30.2K 2.80M 43.90%
35 2020 Robert W. Beck, President and Chief Executive Officer (Former Executive Vice President and Chief Financial Officer) 557.0K 829.5K 400.0K 984.2K 30.2K 2.80M 43.90%
36 2020 John D. Schachtel, Executive Vice President and Chief Operating Officer 415.0K 322.7K 155.6K 833.5K 59.6K 1.79M 26.78%
37 2020 Manish Parmar, Executive Vice President and Chief Credit Risk Officer 330.4K 250.0K 477.0K 125.6K 413.0K 171.1K 1.77M 34.10%
38 2020 Brian J. Fisher, Executive Vice President and Chief Strategy and Development Officer 370.2K 280.0K 135.0K 577.2K 21.3K 1.38M 29.99%
39 2020 Michael S. Dymski, Vice President of Financial Planning and Analysis (Former Interim Chief Financial Officer and Vice President and Chief Accounting Officer) 256.7K 41.0K 420.3K 192.5K 14.3K 924.7K 45.45%
40 2020 Harpreet Rana, Executive Vice President and Chief Financial Officer 42.6K 100.0K 166.2K 166.2K 53.3K 7.5K 535.9K 62.04%
41 2019 Peter R. Knitzer, Former President and Chief Executive Officer 600.0K 1.05M 525.0K 1.93M 82.7K 4.19M 37.62%
42 2019 Daniel J. Taggart, Former Executive Vice President and Chief Credit Risk Officer 375.0K 331.2K 190.6K 436.8K 20.0K 1.35M 38.55%
43 2019 John D. Schachtel, Executive Vice President and Chief Operating Officer 400.0K 300.0K 150.0K 322.8K 61.7K 1.23M 36.45%
44 2019 Brian J. Fisher, Executive Vice President, General Counsel, and Secretary 335.0K 217.5K 133.7K 371.6K 15.9K 1.07M 32.71%
45 2019 Brian J. Fisher, Executive Vice President and Chief Strategy and Development Officer 335.0K 217.5K 133.7K 371.6K 15.9K 1.07M 32.71%
46 2019 Robert W. Beck, President and Chief Executive Officer (Former Executive Vice President and Chief Financial Officer) 178.6K 225.0K 225.0K 178.6K 73.1K 880.3K 51.11%
47 2019 Robert W. Beck, President and Chief Executive Officer 178.6K 225.0K 225.0K 178.6K 73.1K 880.3K 51.11%
48 2019 Donald E. Thomas, Former Executive Vice President and Chief Financial Officer 266.3K 200.0K 214.9K 35.0K 716.2K 0.00%
49 2018 Peter R. Knitzer, President and Chief Executive Officer 550.0K 733.3K 733.3K 548.4K 83.7K 2.65M 55.37%
50 2018 Peter R. Knitzer, Former President and Chief Executive Officer 550.0K 733.3K 733.3K 548.4K 83.7K 2.65M 55.37%
51 2018 Donald E. Thomas, Executive Vice President and Chief Financial Officer 355.0K 177.5K 177.5K 547.4K 45.2K 1.30M 27.25%
52 2018 Donald E. Thomas, Former Executive Vice President and Chief Financial Officer 355.0K 177.5K 177.5K 547.4K 45.2K 1.30M 27.25%
53 2018 John D. Schachtel, Executive Vice President and Chief Operating Officer 360.0K 275.0K 358.9K 72.7K 1.07M 25.78%
54 2018 Daniel J. Taggart, Former Executive Vice President and Chief Credit Risk Officer 330.0K 110.0K 110.0K 448.6K 26.0K 1.02M 21.47%
55 2018 Daniel J. Taggart, Executive Vice President and Chief Credit Risk Officer 330.0K 110.0K 110.0K 448.6K 26.0K 1.02M 21.47%
56 2018 Brian J. Fisher, Senior Vice President, General Counsel, and Secretary 300.0K 100.0K 100.0K 410.8K 17.0K 927.7K 21.56%
57 2018 Brian J. Fisher, Executive Vice President, General Counsel, and Secretary 300.0K 100.0K 100.0K 410.8K 17.0K 927.7K 21.56%
58 2018 Brian J. Fisher, Executive Vice President and Chief Strategy and Development Officer 300.0K 100.0K 100.0K 410.8K 17.0K 927.7K 21.56%
59 2017 Peter R. Knitzer, Former President and Chief Executive Officer 530.0K 950.0K 522.6K 42.6K 2.05M 46.45%
60 2017 Peter R. Knitzer, President and Chief Executive Officer 530.0K 950.0K 522.6K 42.6K 2.05M 46.45%
61 2017 Donald E. Thomas, Executive Vice President and Chief Financial Officer 342.0K 66.7K 171.0K 171.0K 337.2K 24.9K 1.11M 30.73%
62 2017 Donald E. Thomas, Former Executive Vice President and Chief Financial Officer 342.0K 66.7K 171.0K 171.0K 337.2K 24.9K 1.11M 30.73%
63 2017 Daniel J. Taggart, Former Executive Vice President and Chief Credit Risk Officer 318.0K 106.0K 106.0K 313.5K 8.8K 852.3K 24.87%
64 2017 Daniel J. Taggart, Senior Vice President and Chief Risk Officer 318.0K 106.0K 106.0K 313.5K 8.8K 852.3K 24.87%
65 2017 Daniel J. Taggart, Executive Vice President and Chief Credit Risk Officer 318.0K 106.0K 106.0K 313.5K 8.8K 852.3K 24.87%
66 2017 Jody L. Anderson, Former President and Chief Operating Officer 127.6K 172.5K 172.5K 125.8K 178.4K 776.8K 44.41%
67 2017 John D. Schachtel, Executive Vice President and Chief Operating Officer 207.1K 300.0K 204.2K 21.2K 732.6K 40.95%
68 2017 Brian J. Fisher, Executive Vice President, General Counsel, and Secretary 240.0K 50.0K 80.0K 80.0K 236.6K 10.8K 697.4K 22.94%
69 2017 Brian J. Fisher, Senior Vice President, General Counsel, and Secretary 240.0K 50.0K 80.0K 80.0K 236.6K 10.8K 697.4K 22.94%
70 2016 Michael R. Dunn, Former Chief Executive Officer and Executive Chairman of the Board 802.6K 520.0K 520.0K 804.8K 26.3K 2.67M 38.90%
71 2016 Peter R. Knitzer, President and Chief Executive Officer 221.6K 950.0K 221.6K 30.1K 1.42M 66.75%
72 2016 Peter R. Knitzer, Chief Executive Officer 221.6K 950.0K 221.6K 19.7K 1.41M 67.24%
73 2016 Donald E. Thomas, Executive Vice President and Chief Financial Officer 332.0K 33.3K 266.0K 166.0K 250.3K 27.3K 1.07M 40.19%
74 2016 Jody L. Anderson, Former President and Chief Operating Officer 335.0K 167.5K 167.5K 252.5K 27.1K 949.7K 35.27%
75 2016 Jody L. Anderson, President and Chief Operating Officer 335.0K 167.5K 167.5K 252.5K 24.4K 946.9K 35.38%
76 2016 Daniel J. Taggart, Executive Vice President and Chief Credit Risk Officer 308.0K 102.7K 102.7K 232.2K 900.00 746.4K 27.51%
77 2016 Daniel J. Taggart, Senior Vice President and Chief Risk Officer 308.0K 102.7K 102.7K 232.2K 900.00 746.4K 27.51%
78 2016 Brian J. Fisher, Senior Vice President, General Counsel, and Secretary 230.0K 43.8K 170.8K 95.8K 104.0K 12.4K 656.8K 40.60%
79 2016 Brian J. Fisher, Vice President, General Counsel, and Secretary 230.0K 43.8K 170.8K 95.8K 104.0K 10.6K 655.0K 40.71%
80 2015 Michael R. Dunn, Former Chief Executive Officer and Executive Chairman of the Board 500.0K 2.00M 573.0K 448.7K 44.2K 3.57M 72.16%
81 2015 Michael R. Dunn, Chief Executive Officer 500.0K 2.00M 573.0K 448.7K 44.2K 3.57M 72.16%
82 2015 Donald E. Thomas, Executive Vice President and Chief Financial Officer 321.4K 160.7K 397.8K 288.4K 24.4K 1.19M 46.83%
83 2015 Jody L. Anderson, Former President and Chief Operating Officer 325.0K 200.0K 63.5K 291.6K 76.0K 956.1K 27.56%
84 2015 Jody L. Anderson, President and Chief Operating Officer 325.0K 200.0K 63.5K 291.6K 76.0K 956.1K 27.56%
85 2015 Daniel J. Taggart, Senior Vice President and Chief Risk Officer 296.7K 100.0K 100.0K 266.3K 900.00 763.8K 26.18%
86 2015 Brian J. Fisher, Senior Vice President, General Counsel, and Secretary 220.0K 6.3K 91.7K 175.6K 118.4K 10.0K 621.9K 42.97%
87 2015 Brian J. Fisher, Vice President, General Counsel, and Secretary 220.0K 6.3K 91.7K 175.6K 118.4K 10.0K 621.9K 42.97%
88 2014 Thomas F. Fortin, Former Chief Executive Officer 348.7K 610.2K 386.7K 117.7K 1.46M 68.13%
89 2014 C. Glynn Quattlebaum, Vice Chairman; Former President and Chief Operating Officer 465.8K 341.2K 155.3K 78.2K 35.3K 1.08M 46.15%
90 2014 Donald E. Thomas, Executive Vice President and Chief Financial Officer 309.0K 154.5K 154.5K 69.2K 24.2K 711.4K 43.44%
91 2014 Brian J. Fisher, Vice President, General Counsel, and Secretary 180.0K 119.7K 75.0K 24.2K 398.9K 48.81%
92 2014 A. Michelle Masters, Senior Vice President of Strategic Operations and Inititives and Assistant Secretary 150.0K 91.5K 50.0K 15.1K 11.0K 317.7K 44.55%
93 2014 Jody L. Anderson, President and Chief Operating Officer 81.9K 200.0K 18.3K 11.3K 311.5K 64.20%
94 2014 Michael R. Dunn, Chief Executive Officer 86.3K 19.3K 105.6K 0.00%
95 2014 Michael R. Dunn, Former Chief Executive Officer and Executive Chairman of the Board 86.3K 19.3K 105.6K 0.00%
96 2013 Donald E. Thomas, Executive Vice President and Chief Financial Officer 299.2K 110.7K 1.53M 84.0K 13.8K 2.04M 75.07%
97 2013 C. Glynn Quattlebaum, President and Chief Operating Officer 461.6K 62.1K 120.8K 42.7K 687.2K 0.00%
98 2013 C. Glynn Quattlebaum, Vice Chairman; Former President and Chief Operating Officer 461.6K 62.1K 120.8K 42.7K 687.2K 0.00%
99 2013 Thomas F. Fortin, Former Chief Executive Officer 408.7K 63.3K 148.9K 24.0K 644.9K 0.00%
100 2013 Thomas F. Fortin, Chief Executive Officer 408.7K 63.3K 148.9K 24.0K 644.9K 0.00%
101 2013 A. Michelle Masters, Senior Vice President of Strategic Operations and Inititives and Assistant Secretary 127.6K 11.0K 21.5K 10.3K 170.4K 0.00%
102 2013 A. Michelle Masters, Senior Vice President, Strategic Development and Assistant Secretary 127.6K 11.0K 21.5K 10.3K 170.4K 0.00%
103 2013 Brian J. Fisher, Vice President, General Counsel, and Secretary 135.0K 11.4K 19.0K 165.4K 0.00%
104 2012 Thomas F. Fortin, Former Chief Executive Officer 350.0K 1.13M 122.2K 23.8K 1.63M 69.56%
105 2012 Thomas F. Fortin, Chief Executive Officer 350.0K 1.13M 122.2K 23.8K 1.63M 69.56%
106 2012 C. Glynn Quattlebaum, President and Chief Operating Officer 435.8K 226.7K 109.2K 35.0K 806.6K 28.10%
107 2012 C. Glynn Quattlebaum, Vice Chairman; Former President and Chief Operating Officer 435.8K 226.7K 109.2K 35.0K 806.6K 28.10%
108 2012 Robert D. Barry, Former Executive Vice President and Chief Financial Officer 225.0K 226.7K 99.3K 27.7K 578.6K 39.17%
109 2012 A. Michelle Masters, Senior Vice President of Strategic Operations and Inititives and Assistant Secretary 112.3K 226.7K 15.1K 10.1K 364.2K 62.24%
110 2012 A. Michelle Masters, Senior Vice President, Strategic Development and Assistant Secretary 112.3K 226.7K 15.1K 10.1K 364.2K 62.24%
111 2011 C. Glynn Quattlebaum, President and Chief Operating Officer 435.8K 22.4K 171.7K 35.1K 664.9K 0.00%
112 2011 Thomas F. Fortin, Chief Executive Officer 350.0K 25.0K 191.8K 23.6K 590.4K 0.00%
113 2011 Robert D. Barry, Former Executive Vice President and Chief Financial Officer 225.0K 20.3K 155.7K 23.6K 424.6K 0.00%
114 2011 A. Michelle Masters, Senior Vice President, Strategic Development and Assistant Secretary 107.3K 3.2K 24.9K 7.5K 143.0K 0.00%
115 2010 C. Glynn Quattlebaum, President and Chief Operating Officer 435.8K 199.5K 26.7K 662.0K 0.00%
116 2010 Thomas F. Fortin, Chief Executive Officer 350.0K 12.0K 223.0K 15.8K 600.9K 0.00%
117 2010 Robert D. Barry, Former Executive Vice President and Chief Financial Officer 225.0K 3.4K 181.0K 17.9K 427.3K 0.00%
118 2010 A. Michelle Masters, Senior Vice President, Strategic Development and Assistant Secretary 102.3K 27.6K 4.1K 134.0K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-09 DEF 14A
2025-04-09 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
Robert William Beck Advisor 2M male
Harpreet Rana Executive Vice President and Chief Financial & Administrative Officer 919.1K female
Brian J. Fisher Executive Vice President and Chief Strategy & Development Officer 862.3K male
Catherine Atwood Senior Vice President, General Counsel & Secretary 779.3K female
Manish Parmar Executive Vice President & Chief Credit Risk Officer 765.6K male
Lakhbir Lamba President, Chief Executive Officer & Director 237.3K male
Chris Peterson Chief Data & Analytics Officer male
Steven Barnette VP, Corporate Controller & Chief Accounting Officer male
ESG Rating
B+
FINANCIAL - CREDIT SERVICES
Rank: 7 out of 88
2023
E (Environmental)
58.7 / 60.0
Company / Sector avg.
S (Social)
62.9 / 63.1
Company / Sector avg.
G (Governance)
70.2 / 59.1
Company / Sector avg.
ESG Total
63.9 / 60.7
Company / Sector avg.
ESG Score History FINANCIAL - CREDIT SERVICES
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