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SB Financial Group, Inc. (SBFG)
USD25.08
-0.51 (-1.99%)
US NASDAQ Financial Services Banks - Regional
Address
401 Clinton Street 43512
Defiance, OH, US
Defiance, OH, US
CEO
Mark A. Klein
Website
ir.yourstatebank.com
IPO
1999-01-04
CIK 767405 ISIN US78408D1054
Description
SB Financial Group, Inc., based in Defiance, Ohio, was established in 1983 and rebranded from Rurban Financial Corp. in April 2013. The company delivers a comprehensive array of commercial banking and wealth management solutions to both individual and business clients throughout Ohio, Indiana, and Michigan. Its banking provisions include various deposit instruments such as checking, savings, money market accounts, and certificates of deposit. The firm also extends diverse lending options, covering commercial, consumer, agricultural, and home mortgage loans. Complementary services offered encompass automated teller machines, personal and corporate trust administration, commercial equipment leasing, credit cards, safe deposit facilities, online banking, specialized private client group offerings, and other customized financial products. Beyond its core banking operations, SB Financial Group provides extensive wealth management services. These feature asset management for individuals and corporate employee benefit plans, alongside brokerage capabilities. Additionally, the company markets insurance policies to both retail and commercial clientele. As of the end of 2021, SB Financial Group operated a network of 22 banking branches across multiple Ohio counties (Allen, Defiance, Franklin, Fulton, Hancock, Lucas, Paulding, Wood, and Williams), plus one banking center in Allen County, Indiana. Its strategic presence further included five loan production offices situated in Franklin and Lucas Counties, Ohio; Hamilton and Steuben Counties, Indiana; and Monroe County, Michigan.
Market Cap & Enterprise Value
Merger & Acquisition History
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| Rurban | RBNF | 2005-07-26 | View |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD25.08
-0.51 (-1.99%)
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Volume Profile
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Liquidity & share structure
Average Volume
29.9K
Beta
0.21
Float Shares
5.18M
Free Float %
82.6%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.73% | -0.92% | +3.65% | +4.05% | +0.93% | -3.01% | +13.39% | +72.52% | +15.76% | +107.29% | +85.89% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
25.08
DCF (Unlevered)
32.14
+28.2%
DCF (Levered)
33.66
+34.2%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
-0.65
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
-
Revenue growth+11.9% Q1'26: +11.8% (vs Q1'25)
-
EPS growth+27.3% Q1'26: +109.1% (vs Q1'25)
-
FCF margin— Q1'26: -13.4% (vs Q1'25)
-
EBIT margin— Q1'26: +22.0% (vs Q1'25)
-
ROIC— Q1'26: +37.9% (vs Q1'25)
-
Share dilution-4.4% Q1'26: -4.0% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 2.68× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
72.73M
est: 70.41M (+3.3%)
|
72.60M
est: 45.20M (+60.6%)
|
62.80M
est: 37.66M (+66.8%)
|
75.87M
est: 39.11M (+94.0%)
|
81.37M
est: 56.20M (+44.8%)
|
91.03M
est: 66.20M (+37.5%)
|
69.30M
69.30M – 69.30M
+4.7% YoY
|
71.80M
71.80M – 71.80M
+3.6% YoY
|
| EBITDA |
25.18M
est: 29.41M (-14.4%)
|
28.94M
est: 26.93M (+7.5%)
|
19.33M
est: 27.49M (-29.7%)
|
18.28M
est: 30.24M (-39.5%)
|
17.41M
est: 15.46M (+12.6%)
|
19.45M
est: 18.21M (+6.9%)
|
19.06M
19.06M – 19.06M
+4.7% YoY
|
19.75M
19.75M – 19.75M
+3.6% YoY
|
| EBIT |
18.44M
est: 16.54M (+11.5%)
|
22.72M
est: 14.52M (+56.5%)
|
15.32M
est: 15.97M (-4.1%)
|
14.72M
est: 17.57M (-16.2%)
|
13.86M
est: 12.48M (+11.0%)
|
17.26M
est: 14.71M (+17.3%)
|
15.39M
15.39M – 15.39M
+4.7% YoY
|
15.95M
15.95M – 15.95M
+3.6% YoY
|
| Net Income |
14.94M
est: 13.09M (+14.2%)
|
18.28M
est: 14.98M (+22.0%)
|
12.52M
est: 16.67M (-24.9%)
|
12.10M
est: 18.34M (-34.1%)
|
11.47M
est: 10.09M (+13.6%)
|
13.97M
est: 15.01M (-6.9%)
|
15.78M
15.78M – 15.78M
+5.1% YoY
|
16.48M
16.48M – 16.48M
+4.5% YoY
|
| SGA |
26.59M
est: 29.99M (-11.3%)
|
28.29M
est: 25.84M (+9.5%)
|
25.67M
est: 22.20M (+15.6%)
|
24.19M
est: 24.42M (-1.0%)
|
25.16M
est: 19.30M (+30.3%)
|
26.49M
est: 22.74M (+16.5%)
|
23.80M
23.80M – 23.80M
+4.7% YoY
|
24.66M
24.66M – 24.66M
+3.6% YoY
|
| EPS |
1.87
est: 1.59 (+17.6%)
|
2.45
est: 2.04 (+20.2%)
|
1.79
est: 1.58 (+13.3%)
|
1.77
est: 1.58 (+12.0%)
|
1.72
est: 1.58 (+8.9%)
|
2.19
est: 2.35 (-6.8%)
|
2.47
2.47 – 2.47
+5.1% YoY
|
2.58
2.58 – 2.58
+4.5% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
15.44M
OE per share TTM
2.46
Owner's Yield
11.47%
Maintenance CapEx ratio
12.51%
Maint CapEx / Avg PPE
30.2%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
76
Total invested
71.50M
Insider transactions (90d)
0
Beneficial owners (>5%)
20
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SB Financial Group, Inc. Employee Stock Ownership Plan | 466.4K | 9.60% | 18.6K | — | — | — | EP | Ohio | 2017-02-15 | ↗ |
| 2 | The State Bank and Trust Company | 466.4K | 9.60% | 18.6K | — | — | — | BK | Ohio | 2017-02-15 | ↗ |
| 3 | 13-4064930 | 456.5K | 6.60% | 456.5K | — | 456.5K | — | IA | Delaware | 2022-02-14 | ↗ |
| 4 | EJF Capital LLC | 413.9K | 6.00% | — | 413.9K | — | 413.9K | IA | Delaware | 2022-02-28 | ↗ |
| 5 | EJF Sidecar Fund, Series LLC – Small Financial Equities Series | 413.9K | 6.00% | — | 413.9K | — | 413.9K | OO | Delaware | 2022-02-28 | ↗ |
| 6 | Emanuel J. Friedman | 413.9K | 6.00% | — | 413.9K | — | 413.9K | IN | Delaware | 2022-02-28 | ↗ |
| 7 | FJ Capital Management LLC | 388.4K | 5.42% | — | 388.4K | — | — | IA | Delaware | 2022-05-05 | ↗ |
| 8 | Martin Friedman | 388.4K | 5.42% | — | 388.4K | — | — | IN | Delaware | 2022-05-05 | ↗ |
| 9 | Rurban Financial Corp. Employee Stock Ownership Plan | 370.8K | 7.63% | 74.1K | — | — | — | EP | Ohio | 2012-02-10 | ↗ |
| 10 | Financial Opportunity Fund LLC | 365.6K | 5.10% | — | 365.6K | — | — | OO | Delaware | 2022-05-05 | ↗ |
| 11 | Wellington Management Company LLP | 283.1K | 5.76% | — | 283.1K | — | — | IA | Delaware | 2016-02-11 | ↗ |
| 12 | James Wiggins | 244.2K | 5.02% | — | 244.2K | — | 244.2K | IA, IN | United States | 2010-02-16 | ↗ |
| 13 | Phronesis Partners, L.P. | 244.2K | 5.02% | — | 244.2K | — | 244.2K | PN | Delaware | 2010-02-16 | ↗ |
| 14 | Wellington Group Holdings LLP | 158.4K | 3.31% | — | 158.4K | — | — | HC | Delaware | 2018-02-08 | ↗ |
| 15 | Wellington Investment Advisors Holdings LLP | 158.4K | 3.31% | — | 158.4K | — | — | HC | Delaware | 2018-02-08 | ↗ |
| 16 | Wellington Management Group LLP | 158.4K | 3.31% | — | 158.4K | — | — | HC | Massachusetts | 2018-02-08 | ↗ |
| 17 | Jeffrey L. Gendell | 29.6K | 0.46% | — | 29.6K | — | — | IN | United States | 2019-02-15 | ↗ |
| 18 | Tontine Financial Partners, L.P. | 29.6K | 0.46% | — | 29.6K | — | — | PN | Delaware | 2019-02-15 | ↗ |
| 19 | Tontine Management, L.L.C. | 29.6K | 0.46% | — | 29.6K | — | — | OO | Delaware | 2019-02-15 | ↗ |
| 20 | Manulife Financial Corporation | 10.00 | 0.00% | — | — | — | — | HC | Canada | 2020-02-12 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
76
+4 vs prev Q
New positions
10
Closed positions
6
Increased
31
Reduced
24
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 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 473.7K -1.2K (-0.3%) | 10.55M +1.4M (+15.1%) | 7.58% +0.211 pp | 0.01% +0.001 pp | USD18.54 +20.1% | 32 qtrs — |
| 2 | CUTLER CAPITAL MANAGEMENT, LLC | 391.0K -701.0 (-0.2%) | 8.71M +1.2M (+15.2%) | 6.14% +0.064 pp | 2.54% +0.130 pp | USD17.87 +24.6% | 38 qtrs — |
| 3 | BLACKROCK, INC. | 387.4K +29.9K (+8.4%) | 8.63M +1.7M (+25.1%) | 6.20% +0.652 pp | 0.00% +0.000 pp | USD19.59 +13.7% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 370.8K -2.4K (-0.7%) | 8.26M +1.1M (+14.7%) | 5.93% +0.142 pp | 0.00% +0.000 pp | USD19.37 +15.0% | 51 qtrs — |
| 5 | STRATEGIC VALUE BANK PARTNERS LLC | 274.2K -4.7K (-1.7%) | 6.11M +727.1K (+13.5%) | 4.39% +0.061 pp | 4.18% +0.354 pp | USD18.79 +18.5% | 17 qtrs — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 192.1K +4.9K (+2.6%) | 4.28M +667.2K (+18.5%) | 3.07% +0.170 pp | 0.00% +0.000 pp | USD14.04 +58.6% | 51 qtrs — |
| 7 | PETIOLE USA LTD | 168.8K -7.3K (-4.1%) | 3.76M +362.9K (+10.7%) | 2.70% -0.031 pp | 2.32% -0.025 pp | USD18.73 +18.9% | 17 qtrs — |
| 8 | PINNACLE HOLDINGS, LLC | 156.9K +1.0 (+0.0%) | 3.49M +467.6K (+15.4%) | 2.51% +0.076 pp | 1.18% +0.125 pp | USD9.10 +144.7% | 51 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 145.0K +383.0 (+0.3%) | 3.23M +439.6K (+15.8%) | 2.32% +0.077 pp | 0.00% +0.000 pp | USD17.39 +28.1% | 32 qtrs — |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 81.5K +— (+0.0%) | 1.82M +242.9K (+15.4%) | 1.30% +0.040 pp | 0.04% +0.005 pp | USD13.48 +65.2% | 40 qtrs — |
| 11 | STATE STREET CORP | 66.7K +2.9K (+4.6%) | 1.49M +255.2K (+20.7%) | 1.07% +0.078 pp | 0.00% +0.000 pp | USD18.86 +18.1% | 23 qtrs — |
| 12 | GOLDMAN SACHS GROUP INC | 51.0K +9.8K (+23.8%) | 1.14M +341.5K (+43.0%) | 0.82% +0.177 pp | 0.00% +0.000 pp | USD20.27 +9.9% | 4 qtrs — |
| 13 | NORTHERN TRUST CORP | 46.6K -5.6K (-10.7%) | 1.04M +31.3K (+3.1%) | 0.73% -0.078 pp | 0.00% +0.000 pp | USD18.21 +22.3% | 23 qtrs — |
| 14 | GENDELL JEFFREY L | 46.3K +— (+0.0%) | 1.03M +137.9K (+15.4%) | 0.74% +0.023 pp | 0.02% +0.002 pp | USD12.23 +82.1% | 45 qtrs — |
| 15 | EMPOWERED FUNDS, LLC | 46.0K +— (+0.0%) | 1.02M +137.1K (+15.4%) | 0.74% +0.022 pp | 0.01% -0.001 pp | USD14.65 +52.0% | 11 qtrs — |
| 16 | FIRST MANHATTAN CO. LLC. | 35.6K +— (+0.0%) | 793.4K +106.2K (+15.4%) | 0.57% +0.017 pp | 0.00% +0.000 pp | USD7.39 +201.4% | 51 qtrs — |
| 17 | BARCLAYS PLC | 34.1K +32.8K (+2,579.2%) | 758.4K +732.2K (+2,802.2%) | 0.54% +0.525 pp | 0.00% +0.000 pp | USD22.15 +0.5% | 14 qtrs — |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 31.0K +— (+0.0%) | 690.4K +92.4K (+15.4%) | 0.49% +0.006 pp | 0.00% +0.000 pp | USD19.12 +16.5% | 3 qtrs — |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 27.4K -8.1K (-22.8%) | 610.8K -74.5K (-10.9%) | 0.44% -0.112 pp | 0.00% +0.000 pp | USD19.17 +16.2% | 3 qtrs — |
| 20 | MORGAN STANLEY | 25.6K +3.3K (+14.7%) | 571.0K +139.8K (+32.4%) | 0.41% +0.063 pp | 0.00% +0.000 pp | USD19.58 +13.7% | 27 qtrs — |
| 21 | HSBC HOLDINGS PLC | 25.9K +6.1K (+30.7%) | 568.3K +180.4K (+46.5%) | 0.41% +0.107 pp | 0.00% +0.000 pp | USD19.99 +11.4% | 2 qtrs — |
| 22 | VENTURE VISIONARY PARTNERS LLC | 23.9K +55.0 (+0.2%) | 532.5K +72.3K (+15.7%) | 0.38% +0.006 pp | 0.02% +0.002 pp | USD17.38 +28.1% | 20 qtrs — |
| 23 | VALMARK ADVISERS, INC. | 22.8K +— (+0.0%) | 506.7K +67.8K (+15.4%) | 0.36% +0.011 pp | 0.01% +0.001 pp | USD19.29 +15.4% | 2 qtrs — |
| 24 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20.8K -13.8K (-39.8%) | 464.1K -203.6K (-30.5%) | 0.33% -0.204 pp | 0.00% -0.001 pp | USD20.37 +9.3% | 6 qtrs — |
| 25 | BANK OF AMERICA CORP /DE/ | 17.7K +1.9K (+11.8%) | 394.7K +89.0K (+29.1%) | 0.28% +0.038 pp | 0.00% +0.000 pp | USD19.56 +13.9% | 7 qtrs — |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 16.6K -1.5K (-8.5%) | 370.0K +19.8K (+5.7%) | 0.27% -0.016 pp | 0.00% +0.000 pp | USD19.10 +16.6% | 3 qtrs — |
| 27 | BANK OF NEW YORK MELLON CORP | 16.3K +1.6K (+10.9%) | 363.3K +79.5K (+28.0%) | 0.26% +0.033 pp | 0.00% +0.000 pp | USD19.43 +14.6% | 3 qtrs — |
| 28 | CITADEL ADVISORS LLC | 15.0K -14.7K (-49.5%) | 333.2K -238.5K (-41.7%) | 0.24% -0.220 pp | 0.00% +0.000 pp | USD19.92 +11.8% | 4 qtrs — |
| 29 | PRINCETON CAPITAL MANAGEMENT LLC | 14.4K +3.0K (+26.3%) | 320.9K +100.8K (+45.8%) | 0.23% +0.054 pp | 0.08% +0.024 pp | USD19.76 +12.7% | 7 qtrs — |
| 30 | AQR CAPITAL MANAGEMENT LLC | 13.3K +2.8K (+27.0%) | 296.2K +94.2K (+46.7%) | 0.21% +0.046 pp | 0.00% +0.000 pp | USD19.92 +11.8% | 2 qtrs — |
| 31 | ACADIAN ASSET MANAGEMENT LLC | 11.8K +1.3K (+12.3%) | 261.0K +60.0K (+29.9%) | 0.19% +0.026 pp | 0.00% +0.000 pp | USD20.16 +10.5% | 16 qtrs — |
| 32 | GSA CAPITAL PARTNERS LLP | 11.7K -3.4K (-22.3%) | 261.0K -30.0K (-10.3%) | 0.19% -0.046 pp | 0.02% -0.002 pp | USD19.10 +16.6% | 3 qtrs — |
| 33 | RITHOLTZ WEALTH MANAGEMENT | 9.4K -10.1K (-51.8%) | 208.8K -166.0K (-44.3%) | 0.15% -0.151 pp | 0.00% -0.004 pp | USD20.57 +8.3% | 5 qtrs — |
| 34 | WELLS FARGO & COMPANY/MN | 9.2K +2.0K (+28.4%) | 203.8K +66.3K (+48.2%) | 0.15% +0.036 pp | 0.00% +0.000 pp | USD18.59 +19.8% | 38 qtrs — |
| 35 | STRS OHIO | 7.0K +— (+0.0%) | 155.9K +20.9K (+15.4%) | 0.11% +0.003 pp | 0.00% +0.000 pp | USD19.10 +16.6% | 3 qtrs — |
| 36 | RHUMBLINE ADVISERS | 6.4K -1.9K (-22.4%) | 143.4K -16.6K (-10.4%) | 0.10% -0.026 pp | 0.00% +0.000 pp | USD19.10 +16.6% | 3 qtrs — |
| 37 | LSV ASSET MANAGEMENT | 6.3K +— (+0.0%) | 140.0K +18.0K (+14.8%) | 0.10% +0.003 pp | 0.00% +0.000 pp | USD19.10 +16.6% | 3 qtrs — |
| 38 | DEUTSCHE BANK AG\ | 4.1K +1.9K (+87.3%) | 92.2K +49.6K (+116.2%) | 0.07% +0.032 pp | 0.00% +0.000 pp | USD20.68 +7.7% | 2 qtrs — |
| 39 | SJS INVESTMENT CONSULTING INC. | 3.8K +1.0 (+0.0%) | 84.5K +11.3K (+15.5%) | 0.06% +0.002 pp | 0.01% +0.001 pp | USD16.85 +32.2% | 14 qtrs — |
| 40 | JPMORGAN CHASE & CO | 3.4K -1.7K (-33.4%) | 76.4K -23.0K (-23.2%) | 0.05% -0.025 pp | 0.00% +0.000 pp | USD19.17 +16.2% | 12 qtrs — |
| 41 | NEW YORK STATE COMMON RETIREMENT FUND | 3.3K +— (+0.0%) | 73.5K +9.8K (+15.4%) | 0.05% +0.002 pp | 0.00% +0.000 pp | USD19.10 +16.6% | 3 qtrs — |
| 42 | JONES FINANCIAL COMPANIES LLLP | 3.0K +— (+0.0%) | 66.5K +5.9K (+9.8%) | 0.05% +0.001 pp | 0.00% +0.000 pp | USD20.91 +6.5% | 5 qtrs — |
| 43 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.7K -62.0 (-2.2%) | 60.7K +6.9K (+12.9%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD19.10 +16.6% | 3 qtrs — |
| 44 | CITIGROUP INC | 2.0K +1.9K (+2,746.4%) | 43.7K +42.4K (+3,186.1%) | 0.03% +0.030 pp | 0.00% +0.000 pp | USD22.21 +0.3% | 6 qtrs — |
| 45 | BNP PARIBAS ARBITRAGE, SNC | 1.8K +30.0 (+1.7%) | 40.6K +6.0K (+17.4%) | 0.03% +0.001 pp | 0.00% +0.000 pp | USD19.26 +15.6% | 3 qtrs — |
| 46 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 1.5K +— (+0.0%) | 34.1K +4.6K (+15.5%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD19.29 +15.4% | 2 qtrs — |
| 47 | CWM, LLC | 940.00 +265.0 (+39.3%) | 21.0K +8.0K (+61.5%) | 0.02% +0.005 pp | 0.00% +0.000 pp | USD20.13 +10.6% | 2 qtrs — |
| 48 | CREATIVE FINANCIAL DESIGNS INC /ADV | 705.00 +— (+0.0%) | 15.7K +2.1K (+15.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD15.35 +45.1% | 9 qtrs — |
| 49 | AMERITAS INVESTMENT PARTNERS, INC. | 606.00 +— (+0.0%) | 13.5K +1.8K (+15.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD19.10 +16.6% | 3 qtrs — |
| 50 | UBS GROUP AG | 604.00 -1.6K (-72.8%) | 13.5K -29.4K (-68.6%) | 0.01% -0.025 pp | 0.00% +0.000 pp | USD19.30 +15.4% | 7 qtrs — |
| 51 | RUSSELL INVESTMENTS GROUP, LTD. | 567.00 -109.0 (-16.1%) | 12.6K -407.0 (-3.1%) | 0.01% -0.002 pp | 0.00% +0.000 pp | USD19.29 +15.4% | 2 qtrs — |
| 52 | LEGAL & GENERAL GROUP PLC | 536.00 +— (+0.0%) | 11.9K +1.6K (+15.5%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD19.10 +16.6% | 3 qtrs — |
| 53 | TOWER RESEARCH CAPITAL LLC (TRC) | 495.00 -160.0 (-24.4%) | 11.0K -1.6K (-12.8%) | 0.01% -0.002 pp | 0.00% 0.000 pp | USD19.29 +15.4% | 15 qtrs — |
| 54 | FMR LLC | 431.00 +422.0 (+4,688.9%) | 9.6K +9.4K (+5,416.1%) | 0.01% +0.007 pp | 0.00% +0.000 pp | USD22.20 +0.3% | 2 qtrs — |
| 55 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 351.00 -20.0 (-5.4%) | 7.8K +660.0 (+9.2%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD19.10 +16.6% | 3 qtrs — |
| 56 | STERLING CAPITAL MANAGEMENT LLC | 330.00 -80.0 (-19.5%) | 7.3K -560.0 (-7.1%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD19.21 +15.9% | 3 qtrs — |
| 57 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 263.00 +— (+0.0%) | 5.9K +784.0 (+15.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD17.26 +29.0% | 15 qtrs — |
| 58 | AMALGAMATED BANK | 180.00 -23.0 (-11.3%) | 4.0K +— (+0.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD19.09 +16.7% | 3 qtrs — |
| 59 | FARTHER FINANCE ADVISORS, LLC | 139.00 -2.8K (-95.3%) | 3.1K -53.9K (-94.6%) | 0.00% -0.044 pp | 0.00% -0.001 pp | USD19.28 +15.5% | 3 qtrs — |
| 60 | STATE OF WYOMING | 102.00 +2.0 (+2.0%) | 2.3K +343.0 (+17.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD20.65 +7.8% | 6 qtrs — |
| 61 | PNC FINANCIAL SERVICES GROUP, INC. | 79.00 +79.0 (+100.0%) | 1.8K +1.8K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD22.27 +0.0% | 43 qtrs — |
| 62 | COVESTOR LTD | 38.00 +11.0 (+40.7%) | 1.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD20.11 +10.7% | 2 qtrs — |
| 63 | ROYAL BANK OF CANADA | 46.00 -18.0 (-28.1%) | 1.0K +— (+0.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD17.83 +24.9% | 21 qtrs — |
| 64 | EVERSOURCE WEALTH ADVISORS, LLC | 25.00 -31.0 (-55.4%) | 557.00 -523.0 (-48.4%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD19.12 +16.5% | 3 qtrs — |
| 65 | ALLWORTH FINANCIAL LP | 15.00 -1.0 (-6.3%) | 335.00 +26.0 (+8.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.20 +16.0% | 2 qtrs — |
| 66 | GAMMA INVESTING LLC | 7.00 +7.0 (+100.0%) | 156.00 +156.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.14 +0.6% | 1 qtrs NEW |
| 67 | TRUE WEALTH DESIGN, LLC | 5.00 -2.0 (-28.6%) | 112.00 -24.0 (-17.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.20 +16.0% | 2 qtrs — |
| 68 | SBI SECURITIES CO., LTD. | 5.00 +— (+0.0%) | 111.00 +15.0 (+15.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD20.80 +7.1% | 5 qtrs — |
| 69 | IFP ADVISORS, INC | 5.00 -3.0 (-37.5%) | 111.00 -43.0 (-27.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD14.00 +59.1% | 12 qtrs — |
| 70 | ROTHSCHILD INVESTMENT LLC | 4.00 +4.0 (+100.0%) | 89.00 +89.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.25 +0.1% | 1 qtrs NEW |
| 71 | MAI CAPITAL MANAGEMENT | 2.00 +2.0 (+100.0%) | 45.00 +45.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.00 +1.2% | 1 qtrs NEW |
| 72 | SRS CAPITAL ADVISORS, INC. | — -153.0 (-100.0%) | — -3.0K (-100.0%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 73 | SQUAREPOINT OPS LLC | — -11.1K (-100.0%) | — -213.3K (-100.0%) | 0.00% -0.172 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 74 | CLEARSTEAD ADVISORS, LLC | — -6.0 (-100.0%) | — -116.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 75 | MARSHALL WACE, LLP | — -44.7K (-100.0%) | — -863.1K (-100.0%) | 0.00% -0.694 pp | 0.00% -0.001 pp | USD— | 3 qtrs SOLD |
| 76 | WHITTIER TRUST CO | — -20.0 (-100.0%) | — -384.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 77 | MILLENNIUM MANAGEMENT LLC | — -11.1K (-100.0%) | — -214.2K (-100.0%) | 0.00% -0.172 pp | 0.00% 0.000 pp | USD— | 4 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 29 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.05% | 882.5K | 0.47% |
| 2 | iShares Micro-Cap ETF IWC | 0.04% | 530.9K | 0.60% |
| 3 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 104.0K | 0.06% |
| 4 | Dimensional - US Small Cap Value ETF DFSV | 0.01% | 557.7K | 0.30% |
| 5 | WisdomTree U.S. SmallCap Fund EES | 0.00% | 32.6K | 0.38% |
| 6 | U.S. Micro Cap Portfolio ETF DFMC | 0.00% | 338.1K | 0.43% |
| 7 | Vanguard Russell 2000 ETF VTWO | 0.00% | 611.1K | 0.06% |
| 8 | Vanguard Extended Market ETF VXF | 0.00% | 1.54M | 0.05% |
| 9 | Dimensional - US Targeted Value ETF DFAT | 0.00% | 222.4K | 0.28% |
| 10 | Dimensional - US Sustainability Core 1 ETF DFSU | 0.00% | 14.0K | 0.15% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
19.00
Bullish
Ratio by volume
3.00
Bullish
Buys
19
Sells
1
Shares acquired
35.1K
Shares disposed
977.00
Cash buys
1.00
Cash sales
1.00
Net activity
+34,141
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-04 | Strausbaugh Sue Ann | Director | P-Purchase | A | COMMON STOCK | 48 | 20.68 | 992.64 | 2,850 | I | ↗ |
| 2026-02-20 | HARDGROVE RICHARD L | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-02-20 | CARTER GEORGE W | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-02-11 | MARTIN WILLIAM G | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-02-11 | COSENTINO ANTHONY VAN | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-02-05 | WALZ STEVEN A. | Officer | A-Award | A | COMMON STOCK | 3,672 | 0.00 | — | 7,322 | D | ↗ |
| 2026-02-05 | Strausbaugh Sue Ann | Director | A-Award | A | COMMON STOCK | 50 | 22.14 | 1.1K | 155 | D | ↗ |
| 2026-02-05 | STOLLY TIMOTHY J. | Director | A-Award | A | COMMON STOCK | 1,150 | 22.14 | 25.5K | 18,933 | D | ↗ |
| 2026-02-05 | MARTIN WILLIAM G | Director | A-Award | A | COMMON STOCK | 1,150 | 22.14 | 25.5K | 17,767 | D | ↗ |
| 2026-02-05 | Kissner Rita A | Director | A-Award | A | COMMON STOCK | 1,150 | 22.14 | 25.5K | 23,901 | D | ↗ |
| 2026-02-05 | KLEIN MARK A | Officer | A-Award | A | COMMON STOCK | 7,348 | 22.14 | 162.7K | 11,134 | D | ↗ |
| 2026-02-05 | HELBERG TOM R | Director | A-Award | A | COMMON STOCK | 1,150 | 22.14 | 25.5K | 8,246 | D | ↗ |
| 2026-02-05 | HARDGROVE RICHARD L | Director | A-Award | A | COMMON STOCK | 1,150 | 22.14 | 25.5K | 15,088 | D | ↗ |
| 2026-02-05 | GAYTAN GARCIA JUAN ERNESTO | Officer | A-Award | A | COMMON STOCK | 3,672 | 22.14 | 81.3K | 20,409 | D | ↗ |
| 2026-02-05 | FINN GAYLYN J | Director | A-Award | A | COMMON STOCK | 1,150 | 22.14 | 25.5K | 14,599 | D | ↗ |
| 2026-02-05 | DILLER KEETA JANE | Officer | F-InKind | A | COMMON STOCK | 878 | 22.14 | 19.4K | 5,567 | D | ↗ |
| 2026-02-05 | COSENTINO ANTHONY VAN | Officer | A-Award | A | COMMON STOCK | 3,672 | 22.14 | 81.3K | 56,438 | D | ↗ |
| 2026-02-05 | CLAXTON TIMOTHY L. | Director | A-Award | A | COMMON STOCK | 1,150 | 22.14 | 25.5K | 11,277 | D | ↗ |
| 2026-02-05 | CARTER GEORGE W | Director | A-Award | A | COMMON STOCK | 1,150 | 22.14 | 25.5K | 19,135 | D | ↗ |
| 2026-02-04 | HARDGROVE RICHARD L | Director | S-Sale | D | COMMON STOCK | 977 | 22.15 | 21.6K | 13,938 | D | ↗ |
| 2025-12-17 | Strausbaugh Sue Ann | Director | — | — | COMMON STOCK | 0 | 0.00 | — | 105 | D | ↗ |
| 2025-10-15 | Homoelle David A. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-06-23 | CLAXTON TIMOTHY L. | Director | P-Purchase | A | COMMON STOCK | 2,000 | 17.64 | 35.3K | 10,127 | D | ↗ |
| 2025-06-20 | KLEIN MARK A | Officer | P-Purchase | A | COMMON STOCK | 100 | 17.55 | 1.8K | 106,567 | I | ↗ |
| 2025-03-06 | Homoelle David A. | Officer | P-Purchase | A | COMMON STOCK | 322 | 21.15 | 6.8K | 322 | D | ↗ |
| 2025-02-26 | CARTER GEORGE W | Director | P-Purchase | A | COMMON STOCK | 134 | 21.08 | 2.8K | 1,127 | I | ↗ |
| 2025-02-13 | Homoelle David A. | Officer | S-Sale | A | COMMON STOCK | 937 | 23.43 | 22.0K | 0 | D | ↗ |
| 2025-02-05 | WALZ STEVEN A. | Officer | F-InKind | D | COMMON STOCK | 950 | 23.43 | 22.3K | 3,650 | D | ↗ |
| 2025-02-05 | STOLLY TIMOTHY J. | Director | A-Award | A | COMMON STOCK | 1,024 | 0.00 | — | 17,783 | D | ↗ |
| 2025-02-05 | MARTIN WILLIAM G | Director | A-Award | A | COMMON STOCK | 1,024 | 0.00 | — | 16,617 | D | ↗ |
| 2025-02-05 | Kissner Rita A | Director | A-Award | A | COMMON STOCK | 1,024 | 0.00 | — | 22,577 | D | ↗ |
| 2025-02-05 | KLEIN MARK A | Officer | F-InKind | D | COMMON STOCK | 1,364 | 23.43 | 32.0K | 7,293 | D | ↗ |
| 2025-02-05 | Homoelle David A. | Officer | F-InKind | D | COMMON STOCK | 938 | 23.43 | 22.0K | 3,650 | D | ↗ |
| 2025-02-05 | HELBERG TOM R | Director | A-Award | A | COMMON STOCK | 1,024 | 0.00 | — | 7,096 | D | ↗ |
| 2025-02-05 | HARDGROVE RICHARD L | Director | A-Award | A | COMMON STOCK | 1,024 | 0.00 | — | 14,915 | D | ↗ |
| 2025-02-05 | GAYTAN GARCIA JUAN ERNESTO | Officer | A-Award | A | COMMON STOCK | 920 | 0.00 | — | 14,175 | D | ↗ |
| 2025-02-05 | FINN GAYLYN J | Director | A-Award | A | COMMON STOCK | 1,024 | 0.00 | — | 7,044 | D | ↗ |
| 2025-02-05 | DILLER KEETA JANE | Officer | F-InKind | D | COMMON STOCK | 1,137 | 23.43 | 26.6K | 3,650 | D | ↗ |
| 2025-02-05 | COSENTINO ANTHONY VAN | Officer | A-Award | A | COMMON STOCK | 920 | 0.00 | — | 5,925 | D | ↗ |
| 2025-02-05 | CLAXTON TIMOTHY L. | Director | A-Award | A | COMMON STOCK | 1,024 | 0.00 | — | 8,127 | D | ↗ |
| 2025-02-05 | CARTER GEORGE W | Director | A-Award | A | COMMON STOCK | 1,024 | 0.00 | — | 17,785 | D | ↗ |
| 2024-12-12 | HARDGROVE RICHARD L | Director | S-Sale | A | COMMON STOCK | 1,200 | 21.50 | 25.8K | 13,796 | D | ↗ |
| 2024-11-25 | KLEIN MARK A | Officer | G-Gift | D | COMMON STOCK | 100 | 0.00 | — | 104,340 | I | ↗ |
| 2024-09-05 | HARDGROVE RICHARD L | Director | S-Sale | A | COMMON STOCK | 1,692 | 16.75 | 28.3K | 14,996 | — | ↗ |
| 2024-08-20 | HARDGROVE RICHARD L | Director | S-Sale | D | COMMON STOCK | 1,500 | 15.12 | 22.7K | 16,688 | — | ↗ |
| 2024-08-16 | HARDGROVE RICHARD L | Director | S-Sale | D | COMMON STOCK | 2,859 | 15.46 | 44.2K | 18,188 | — | ↗ |
| 2024-05-06 | HARDGROVE RICHARD L | Director | S-Sale | A | COMMON STOCK | 200 | 13.06 | 2.6K | 21,047 | — | ↗ |
| 2024-02-29 | KLEIN MARK A | Officer | P-Purchase | A | COMMON STOCK | 131 | 13.90 | 1.8K | 104,440 | — | ↗ |
| 2024-02-21 | CARTER GEORGE W | Director | P-Purchase | A | COMMON STOCK | 350 | 14.75 | 5.2K | 16,219 | — | ↗ |
| 2024-02-05 | WALZ STEVEN A. | Officer | F-InKind | D | COMMON STOCK | 735 | 15.71 | 11.5K | 7,194 | — | ↗ |
| 2024-02-05 | STOLLY TIMOTHY J. | Director | A-Award | A | COMMON STOCK | 1,528 | 0.00 | — | 16,759 | — | ↗ |
| 2024-02-05 | MARTIN WILLIAM G | Director | A-Award | A | COMMON STOCK | 1,528 | 0.00 | — | 14,201 | — | ↗ |
| 2024-02-05 | Kissner Rita A | Director | A-Award | A | COMMON STOCK | 1,528 | 0.00 | — | 21,316 | — | ↗ |
| 2024-02-05 | KLEIN MARK A | Officer | F-InKind | D | COMMON STOCK | 1,056 | 15.71 | 16.6K | 10,000 | — | ↗ |
| 2024-02-05 | Homoelle David A. | Officer | F-InKind | D | COMMON STOCK | 785 | 15.71 | 12.3K | 4,063 | — | ↗ |
| 2024-02-05 | HELBERG TOM R | Director | A-Award | A | COMMON STOCK | 1,528 | 0.00 | — | 6,072 | — | ↗ |
| 2024-02-05 | HARDGROVE RICHARD L | Director | A-Award | A | COMMON STOCK | 1,528 | 0.00 | — | 21,247 | — | ↗ |
| 2024-02-05 | GAYTAN GARCIA JUAN ERNESTO | Officer | A-Award | A | COMMON STOCK | 1,720 | 0.00 | — | 15,299 | — | ↗ |
| 2024-02-05 | FINN GAYLYN J | Director | A-Award | A | COMMON STOCK | 1,528 | 0.00 | — | 6,020 | — | ↗ |
| 2024-02-05 | DILLER KEETA JANE | Officer | F-InKind | D | COMMON STOCK | 1,056 | 15.71 | 16.6K | 16,786 | — | ↗ |
| 2024-02-05 | COSENTINO ANTHONY VAN | Officer | A-Award | A | COMMON STOCK | 1,720 | 0.00 | — | 6,061 | — | ↗ |
| 2024-02-05 | CLAXTON TIMOTHY L. | Director | A-Award | A | COMMON STOCK | 1,528 | 0.00 | — | 7,103 | — | ↗ |
| 2024-02-05 | CARTER GEORGE W | Director | A-Award | A | COMMON STOCK | 1,528 | 0.00 | — | 15,869 | — | ↗ |
| 2023-11-27 | KLEIN MARK A | Officer | G-Gift | D | COMMON STOCK | 100 | 0.00 | — | 97,490 | — | ↗ |
| 2023-05-22 | STOLLY TIMOTHY J. | Director | P-Purchase | A | COMMON STOCK | 150 | 13.53 | 2.0K | 13,235 | — | ↗ |
| 2023-05-16 | CLAXTON TIMOTHY L. | Director | P-Purchase | A | COMMON STOCK | 3,000 | 12.58 | 37.7K | 4,175 | — | ↗ |
| 2023-05-12 | KLEIN MARK A | Officer | P-Purchase | A | COMMON STOCK | 500 | 11.90 | 6.0K | 98,090 | — | ↗ |
| 2023-05-09 | MARTIN WILLIAM G | Director | P-Purchase | A | COMMON STOCK | 500 | 12.68 | 6.3K | 10,760 | — | ↗ |
| 2023-04-10 | KLEIN MARK A | Officer | P-Purchase | A | COMMON STOCK | 117 | 14.11 | 1.7K | 97,590 | — | ↗ |
| 2023-03-24 | HARDGROVE RICHARD L | Director | P-Purchase | A | COMMON STOCK | 1,000 | 13.75 | 13.8K | 18,328 | — | ↗ |
| 2023-03-22 | Homoelle David A. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-22 | GAYTAN GARCIA JUAN ERNESTO | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-22 | DILLER KEETA JANE | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-22 | COSENTINO ANTHONY VAN | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-17 | WALZ STEVEN A. | Officer | P-Purchase | A | COMMON STOCK | 100 | 13.56 | 1.4K | 2,685 | — | ↗ |
| 2023-03-17 | COSENTINO ANTHONY VAN | Officer | P-Purchase | A | COMMON STOCK | 300 | 13.81 | 4.1K | 46,639 | — | ↗ |
| 2023-03-16 | MARTIN WILLIAM G | Director | P-Purchase | A | COMMON STOCK | 1,000 | 14.25 | 14.3K | 10,260 | — | ↗ |
| 2023-03-15 | KLEIN MARK A | Officer | P-Purchase | A | COMMON STOCK | 500 | 14.83 | 7.4K | 97,473 | — | ↗ |
| 2023-03-14 | CARTER GEORGE W | Director | P-Purchase | A | COMMON STOCK | 450 | 15.21 | 6.8K | 12,477 | — | ↗ |
| 2023-02-03 | WALZ STEVEN A. | Officer | A-Award | A | COMMON STOCK | 1,380 | 16.52 | 22.8K | 4,380 | — | ↗ |
| 2023-02-03 | STOLLY TIMOTHY J. | Director | A-Award | A | COMMON STOCK | 1,392 | 16.52 | 23.0K | 15,232 | — | ↗ |
| 2023-02-03 | MARTIN WILLIAM G | Director | A-Award | A | COMMON STOCK | 1,392 | 16.52 | 23.0K | 12,565 | — | ↗ |
| 2023-02-03 | Kissner Rita A | Director | A-Award | A | COMMON STOCK | 1,392 | 16.52 | 23.0K | 19,680 | — | ↗ |
| 2023-02-03 | KLEIN MARK A | Officer | A-Award | A | COMMON STOCK | 2,752 | 16.52 | 45.5K | 10,787 | — | ↗ |
| 2023-02-03 | Homoelle David A. | Officer | A-Award | A | COMMON STOCK | 1,380 | 16.52 | 22.8K | 4,455 | — | ↗ |
| 2023-02-03 | HELBERG TOM R | Director | A-Award | A | COMMON STOCK | 1,392 | 16.52 | 23.0K | 11,134 | — | ↗ |
| 2023-02-03 | HARDGROVE RICHARD L | Director | A-Award | A | COMMON STOCK | 1,392 | 16.52 | 23.0K | 19,719 | — | ↗ |
| 2023-02-03 | GAYTAN GARCIA JUAN ERNESTO | Officer | A-Award | A | COMMON STOCK | 1,380 | 16.52 | 22.8K | 5,397 | — | ↗ |
| 2023-02-03 | FINN GAYLYN J | Director | A-Award | A | COMMON STOCK | 1,392 | 16.52 | 23.0K | 4,492 | — | ↗ |
| 2023-02-03 | DILLER KEETA JANE | Officer | A-Award | A | COMMON STOCK | 1,380 | 16.52 | 22.8K | 5,397 | — | ↗ |
| 2023-02-03 | COSENTINO ANTHONY VAN | Officer | A-Award | A | COMMON STOCK | 1,380 | 16.52 | 22.8K | 5,397 | — | ↗ |
| 2023-02-03 | CLAXTON TIMOTHY L. | Director | A-Award | A | COMMON STOCK | 1,392 | 16.52 | 23.0K | 2,575 | — | ↗ |
| 2023-02-03 | CARTER GEORGE W | Director | A-Award | A | COMMON STOCK | 1,392 | 16.52 | 23.0K | 13,869 | — | ↗ |
| 2023-01-01 | FAWCETT JR ROBERT A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-08-19 | CARTER GEORGE W | Director | P-Purchase | A | COMMON STOCK | 500 | 17.95 | 9.0K | 11,061 | — | ↗ |
| 2022-08-05 | STOLLY TIMOTHY J. | Director | A-Award | A | COMMON STOCK | 1,000 | 16.85 | 16.9K | 13,085 | — | ↗ |
| 2022-08-05 | MARTIN WILLIAM G | Director | A-Award | A | COMMON STOCK | 1,000 | 16.85 | 16.9K | 10,700 | — | ↗ |
| 2022-08-05 | Kissner Rita A | Director | A-Award | A | COMMON STOCK | 1,000 | 16.85 | 16.9K | 17,201 | — | ↗ |
| 2022-08-05 | HELBERG TOM R | Director | A-Award | A | COMMON STOCK | 1,000 | 16.85 | 16.9K | 9,327 | — | ↗ |
| 2022-08-05 | HARDGROVE RICHARD L | Director | A-Award | A | COMMON STOCK | 1,000 | 16.85 | 16.9K | 17,328 | — | ↗ |
| 2022-08-05 | FINN GAYLYN J | Director | A-Award | A | COMMON STOCK | 1,000 | 16.85 | 16.9K | 4,000 | — | ↗ |
| 2022-08-05 | FAWCETT JR ROBERT A | Director | A-Award | A | COMMON STOCK | 1,000 | 16.85 | 16.9K | 21,399 | — | ↗ |
| 2022-08-05 | CLAXTON TIMOTHY L. | Director | A-Award | A | COMMON STOCK | 1,000 | 16.85 | 16.9K | 1,175 | — | ↗ |
| 2022-08-05 | CARTER GEORGE W | Director | A-Award | A | COMMON STOCK | 1,000 | 16.85 | 16.9K | 10,561 | — | ↗ |
| 2022-06-27 | HARDGROVE RICHARD L | Director | S-Sale | D | COMMON STOCK | 533 | 17.32 | 9.2K | 18,089 | — | ↗ |
| 2022-06-22 | HARDGROVE RICHARD L | Director | S-Sale | D | COMMON STOCK | 1,761 | 17.70 | 31.2K | 16,328 | — | ↗ |
| 2022-06-21 | HARDGROVE RICHARD L | Director | S-Sale | D | COMMON STOCK | 306 | 18.00 | 5.5K | 18,622 | — | ↗ |
| 2022-03-23 | GATHMAN JONATHAN R. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-03-04 | Homoelle David A. | Officer | S-Sale | D | COMMON STOCK | 682 | 18.59 | 12.7K | 0 | — | ↗ |
| 2021-12-28 | WALZ STEVEN A. | Officer | — | I | COMMON STOCK | 0 | 0.00 | — | 2,250 | — | ↗ |
| 2021-08-18 | CLAXTON TIMOTHY L. | Director | — | D | COMMON STOCK | 0 | 0.00 | — | 175 | — | ↗ |
| 2021-08-05 | STOLLY TIMOTHY J. | Director | A-Award | A | COMMON STOCK | 750 | 18.32 | 13.7K | 12,085 | — | ↗ |
| 2021-08-05 | MARTIN WILLIAM G | Director | A-Award | A | COMMON STOCK | 750 | 18.32 | 13.7K | 9,700 | — | ↗ |
| 2021-08-05 | Kissner Rita A | Director | A-Award | A | COMMON STOCK | 750 | 18.32 | 13.7K | 16,201 | — | ↗ |
| 2021-08-05 | HELBERG TOM R | Director | A-Award | A | COMMON STOCK | 750 | 18.32 | 13.7K | 8,327 | — | ↗ |
| 2021-08-05 | HARDGROVE RICHARD L | Director | A-Award | A | COMMON STOCK | 750 | 18.32 | 13.7K | 18,050 | — | ↗ |
| 2021-08-05 | FINN GAYLYN J | Director | A-Award | A | COMMON STOCK | 750 | 18.32 | 13.7K | 3,000 | — | ↗ |
| 2021-08-05 | FAWCETT JR ROBERT A | Director | A-Award | A | COMMON STOCK | 750 | 18.32 | 13.7K | 20,399 | — | ↗ |
| 2021-08-05 | CARTER GEORGE W | Director | A-Award | A | COMMON STOCK | 750 | 18.32 | 13.7K | 9,561 | — | ↗ |
| 2021-05-05 | Homoelle David A. | Officer | — | I | COMMON STOCK | 0 | 0.00 | — | 4,742 | — | ↗ |
| 2021-03-10 | KLEIN MARK A | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-10 | HELBERG TOM R | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-10 | GAYTAN GARCIA JUAN ERNESTO | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-10 | GATHMAN JONATHAN R. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-10 | FINN GAYLYN J | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-10 | DILLER KEETA JANE | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-10 | COSENTINO ANTHONY VAN | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-10 | CARTER GEORGE W | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-09-22 | KLEIN MARK A | Director / Officer | P-Purchase | A | COMMON STOCK | 200 | 12.77 | 2.6K | 69,315 | — | ↗ |
| 2020-09-11 | Kissner Rita A | Director | P-Purchase | A | COMMON STOCK | 1,000 | 14.00 | 14.0K | 15,451 | — | ↗ |
| 2020-08-24 | STOLLY TIMOTHY J. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-08-14 | CARTER GEORGE W | Director | P-Purchase | A | COMMON STOCK | 175 | 13.00 | 2.3K | 8,668 | — | ↗ |
| 2020-08-10 | MARTIN WILLIAM G | Director | P-Purchase | A | COMMON STOCK | 500 | 13.17 | 6.6K | 8,515 | — | ↗ |
| 2020-08-03 | KLEIN MARK A | Officer | P-Purchase | A | COMMON STOCK | 100 | 12.39 | 1.2K | 69,115 | — | ↗ |
| 2020-06-05 | KLEIN MARK A | Officer | P-Purchase | A | COMMON STOCK | 250 | 15.70 | 3.9K | 69,015 | — | ↗ |
| 2020-03-24 | CARTER GEORGE W | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-03-19 | KLEIN MARK A | Officer | P-Purchase | A | COMMON STOCK | 200 | 10.73 | 2.1K | 68,765 | — | ↗ |
| 2020-03-19 | CARTER GEORGE W | Director | P-Purchase | A | COMMON STOCK | 250 | 10.55 | 2.6K | 8,463 | — | ↗ |
| 2020-03-16 | Kissner Rita A | Director | P-Purchase | A | COMMON STOCK | 592 | 13.98 | 8.3K | 14,451 | — | ↗ |
| 2020-03-13 | CARTER GEORGE W | Director | P-Purchase | A | COMMON STOCK | 50 | 15.55 | 777.50 | 8,213 | — | ↗ |
| 2020-03-11 | CARTER GEORGE W | Director | P-Purchase | A | COMMON STOCK | 314 | 16.25 | 5.1K | 8,163 | — | ↗ |
| 2020-03-10 | CARTER GEORGE W | Director | P-Purchase | A | COMMON STOCK | 186 | 16.25 | 3.0K | 7,849 | — | ↗ |
| 2020-02-27 | COSENTINO ANTHONY VAN | Officer | P-Purchase | A | COMMON STOCK | 1,800 | 19.98 | 36.0K | 35,092 | — | ↗ |
| 2020-02-26 | Kissner Rita A | Director | P-Purchase | A | COMMON STOCK | 109 | 19.22 | 2.1K | 13,859 | — | ↗ |
| 2020-02-26 | COSENTINO ANTHONY VAN | Officer | P-Purchase | A | COMMON STOCK | 650 | 19.22 | 12.5K | 33,292 | — | ↗ |
| 2020-02-24 | CARTER GEORGE W | Director | P-Purchase | A | COMMON STOCK | 200 | 19.70 | 3.9K | 7,663 | — | ↗ |
| 2020-02-12 | KLEIN MARK A | Officer | M-Exempt | A | COMMON STOCK | 5,000 | 6.98 | 34.9K | 68,565 | — | ↗ |
| 2020-02-10 | FAWCETT JR ROBERT A | Director | M-Exempt | A | COMMON STOCK | 5,000 | 6.98 | 34.9K | 5,000 | — | ↗ |
| 2020-02-05 | STOLLY TIMOTHY J. | Director | A-Award | A | COMMON STOCK | 500 | 19.70 | 9.9K | 10,280 | — | ↗ |
| 2020-02-05 | MARTIN WILLIAM G | Director | A-Award | A | COMMON STOCK | 500 | 19.70 | 9.9K | 8,004 | — | ↗ |
| 2020-02-05 | Kissner Rita A | Director | A-Award | A | COMMON STOCK | 500 | 19.70 | 9.9K | 13,750 | — | ↗ |
| 2020-02-05 | KLEIN MARK A | Officer | M-Exempt | A | COMMON STOCK | 4,164 | 19.70 | 82.0K | 7,808 | — | ↗ |
| 2020-02-05 | HELBERG TOM R | Director | A-Award | A | COMMON STOCK | 500 | 19.70 | 9.9K | 6,841 | — | ↗ |
| 2020-02-05 | HARDGROVE RICHARD L | Director | A-Award | A | COMMON STOCK | 500 | 19.70 | 9.9K | 17,300 | — | ↗ |
| 2020-02-05 | GAYTAN GARCIA JUAN ERNESTO | Officer | A-Award | A | COMMON STOCK | 1,068 | 19.70 | 21.0K | 4,168 | — | ↗ |
| 2020-02-05 | GATHMAN JONATHAN R. | Officer | M-Exempt | A | COMMON STOCK | 2,082 | 19.70 | 41.0K | 3,902 | — | ↗ |
| 2020-02-05 | FINN GAYLYN J | Director | A-Award | A | COMMON STOCK | 500 | 19.70 | 9.9K | 2,250 | — | ↗ |
| 2020-02-05 | FAWCETT JR ROBERT A | Director | A-Award | A | COMMON STOCK | 500 | 19.70 | 9.9K | 14,649 | — | ↗ |
| 2020-02-05 | DILLER KEETA JANE | Officer | M-Exempt | A | COMMON STOCK | 482 | 19.70 | 9.5K | 9,947 | — | ↗ |
| 2020-02-05 | COSENTINO ANTHONY VAN | Officer | M-Exempt | A | COMMON STOCK | 2,082 | 19.70 | 41.0K | 3,902 | — | ↗ |
| 2020-02-05 | CARTER GEORGE W | Director | A-Award | A | COMMON STOCK | 500 | 19.70 | 9.9K | 7,463 | — | ↗ |
| 2019-12-31 | HELBERG TOM R | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-12-31 | GAYTAN GARCIA JUAN ERNESTO | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-12-26 | STOLLY TIMOTHY J. | Director | C-Conversion | D | SERIES A 6.50% PREFERRED STOCK | 1,000 | 0.00 | — | 0 | — | ↗ |
| 2019-12-26 | MARTIN WILLIAM G | Director | C-Conversion | D | SERIES A 6.50% PREFERRED STOCK | 1,500 | 0.00 | — | 0 | — | ↗ |
| 2019-12-26 | Kissner Rita A | Director | C-Conversion | A | COMMON STOCK | 495 | 0.00 | — | 14,050 | — | ↗ |
| 2019-12-26 | KLEIN MARK A | Officer | C-Conversion | A | COMMON STOCK | 10,156 | 0.00 | — | 45,484 | — | ↗ |
| 2019-12-26 | HARDGROVE RICHARD L | Director | C-Conversion | D | COMMON STOCK | 2,500 | 0.00 | — | 0 | — | ↗ |
| 2019-12-26 | GATHMAN JONATHAN R. | Officer | C-Conversion | D | SERIES A 6.50% PREFERRED STOCK | 5,000 | 0.00 | — | 0 | — | ↗ |
| 2019-12-26 | FINN GAYLYN J | Director | C-Conversion | D | SERIES A 6.50% PREFERRED STOCK | 1,500 | 0.00 | — | 0 | — | ↗ |
| 2019-12-26 | FAWCETT JR ROBERT A | Director | C-Conversion | D | SERIES A 6.50% PREFERRED STOCK | 2,500 | 0.00 | — | 0 | — | ↗ |
| 2019-12-26 | DILLER KEETA JANE | Officer | C-Conversion | A | COMMON STOCK | 2,477 | 0.00 | — | 9,465 | — | ↗ |
| 2019-12-26 | COSENTINO ANTHONY VAN | Officer | C-Conversion | D | COMMON STOCK | 15,000 | 0.00 | — | 0 | — | ↗ |
| 2019-12-26 | CARTER GEORGE W | Director | C-Conversion | D | COMMON STOCK | 2,500 | 0.00 | — | 0 | — | ↗ |
| 2019-12-23 | GATHMAN JONATHAN R. | Officer | M-Exempt | A | COMMON STOCK | 5,000 | 6.98 | 34.9K | 17,327 | — | ↗ |
| 2019-12-17 | KLEIN MARK A | Officer | M-Exempt | A | COMMON STOCK | 5,000 | 6.98 | 34.9K | 31,162 | — | ↗ |
| 2019-08-15 | MARTIN WILLIAM G | Director | P-Purchase | A | COMMON STOCK | 500 | 16.08 | 8.0K | 6,282 | — | ↗ |
| 2019-08-14 | KLEIN MARK A | Officer | P-Purchase | A | COMMON STOCK | 100 | 16.00 | 1.6K | 13,918 | — | ↗ |
| 2019-07-18 | DILLER KEETA JANE | Officer | — | I | COMMON STOCK | 0 | 0.00 | — | 8,663 | — | ↗ |
| 2019-06-21 | HELBERG TOM R | Director | P-Purchase | A | COMMON STOCK | 37 | 16.75 | 619.75 | 5,065 | — | ↗ |
| 2019-06-11 | KLEIN MARK A | Officer | P-Purchase | A | COMMON STOCK | 1,000 | 17.05 | 17.1K | 13,618 | — | ↗ |
| 2019-06-05 | CARTER GEORGE W | Director | P-Purchase | A | COMMON STOCK | 300 | 17.20 | 5.2K | 3,487 | — | ↗ |
| 2019-05-10 | CARTER GEORGE W | Director | P-Purchase | A | COMMON STOCK | 150 | 17.99 | 2.7K | 3,187 | — | ↗ |
| 2018-12-19 | KLEIN MARK A | Officer | P-Purchase | A | COMMON STOCK | 1,000 | 17.25 | 17.3K | 12,618 | — | ↗ |
| 2018-11-05 | CARTER GEORGE W | Director | P-Purchase | A | COMMON STOCK | 200 | 17.92 | 3.6K | 3,037 | — | ↗ |
| 2018-07-18 | GAYTAN GARCIA JUAN ERNESTO | Officer | — | D | COMMON STOCK | 0 | 0.00 | — | 2,000 | — | ↗ |
| 2018-06-29 | GATHMAN JONATHAN R. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-06-13 | Kissner Rita A | Director | G-Gift | D | COMMON STOCK | 520 | 19.94 | 10.4K | 13,655 | — | ↗ |
| 2018-06-11 | KLEIN MARK A | Officer | M-Exempt | A | COMMON STOCK | 5,000 | 6.98 | 34.9K | 27,477 | — | ↗ |
| 2018-06-07 | COSENTINO ANTHONY VAN | Officer | X-InTheMoney | A | ISO STOCK OPTION | 5,000 | 6.66 | 33.3K | 0 | — | ↗ |
| 2018-05-17 | CARTER GEORGE W | Director | P-Purchase | A | COMMON STOCK | 946 | 18.60 | 17.6K | 946 | — | ↗ |
| 2018-04-23 | CATES GARY M | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-02-21 | STOLLY TIMOTHY J. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-02-21 | MARTIN WILLIAM G | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-02-21 | Kissner Rita A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-02-21 | HELBERG TOM R | Director | — | D | COMMON STOCK | 0 | 0.00 | — | 4,658 | — | ↗ |
| 2018-02-21 | HARDGROVE RICHARD L | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-02-21 | FINN GAYLYN J | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-02-21 | FAWCETT JR ROBERT A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-02-21 | CARTER GEORGE W | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
65.9K
Shares Outstanding
6.28M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Mark A. Klein Chairman, President & CEO of the Company and State Bank | 505.8K | — | 162.7K | — | 274.2K | 97.8K | 1.04M | 15.64% | ↗ |
| 2 | 2025 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company and State Bank | 269.2K | — | 81.3K | — | 121.3K | 58.6K | 530.4K | 15.33% | ↗ |
| 3 | 2025 | Ernesto Gaytan Executive Vice President & Chief Technology Innovation Officer of State Bank | 253.1K | — | 81.3K | — | 112.7K | 41.4K | 488.5K | 16.64% | ↗ |
| 4 | 2024 | Mark A. Klein Chairman, President & CEO of the Company and State Bank | 482.7K | — | 43.1K | — | 85.0K | 71.3K | 682.1K | 6.32% | ↗ |
| 5 | 2024 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company and State Bank | 258.1K | — | 21.6K | — | 37.9K | 55.2K | 372.7K | 5.78% | ↗ |
| 6 | 2024 | Ernesto Gaytan Executive Vice President & Chief Technology Innovation Officer of State Bank | 242.6K | — | 21.6K | — | 54.6K | 39.6K | 358.4K | 6.01% | ↗ |
| 7 | 2024 | Ernesto Gaytan Executive Vice President & Chief Technology Innovation Officer | 242.6K | — | 21.6K | — | 54.6K | 39.3K | 358.1K | 6.02% | ↗ |
| 8 | 2023 | Mark A. Klein Chairman, President & CEO of the Company and State Bank | 466.9K | — | 54.0K | — | 53.3K | 73.2K | 647.3K | 8.34% | ↗ |
| 9 | 2023 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company and State Bank | 249.6K | — | 27.0K | — | 20.9K | 56.5K | 354.0K | 7.63% | ↗ |
| 10 | 2023 | David A. Homoelle Regional President and Residential Real Estate Executive | 232.8K | — | 27.0K | — | 28.4K | 52.1K | 340.3K | 7.94% | ↗ |
| 11 | 2023 | Ernesto Gaytan Executive Vice President & Chief Technology Innovation Officer | 234.1K | — | 27.0K | — | 15.2K | 39.7K | 316.1K | 8.55% | ↗ |
| 12 | 2022 | Mark A. Klein Chairman, President & CEO of the Company and State Bank | 442.6K | — | 45.5K | — | 160.2K | 108.5K | 756.8K | 6.01% | ↗ |
| 13 | 2022 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company and State Bank | 236.5K | — | 22.8K | — | 71.3K | 61.8K | 392.5K | 5.81% | ↗ |
| 14 | 2022 | David A. Homoelle Regional President and Residential Real Estate Executive | 216.0K | — | 22.8K | — | 59.7K | 52.1K | 350.6K | 6.50% | ↗ |
| 15 | 2021 | Mark A. Klein Chairman, President & CEO of the Company and State Bank | 411.9K | — | 120.0K | — | 166.5K | 190.5K | 888.8K | 13.50% | ↗ |
| 16 | 2021 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company and State Bank | 223.9K | — | 60.0K | — | 71.3K | 68.2K | 423.4K | 14.17% | ↗ |
| 17 | 2021 | David A. Homoelle Regional President and Residential Real Estate Executive | 199.2K | — | 60.0K | — | 67.5K | 60.1K | 386.9K | 15.51% | ↗ |
| 18 | 2020 | Mark A. Klein Chairman, President & CEO of the Company and State Bank | 411.6K | — | 42.2K | — | 190.3K | 170.8K | 814.8K | 5.17% | ↗ |
| 19 | 2020 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company and State Bank | 227.8K | — | 21.0K | — | 82.3K | 56.5K | 387.6K | 5.43% | ↗ |
| 20 | 2020 | Ernesto Gaytan Executive Vice President and Chief Technology Innovation & Operations Officer of State Bank | 217.0K | — | 21.0K | — | 73.2K | 12.7K | 324.0K | 6.49% | ↗ |
| 21 | 2020 | Jonathan R. Gathman Executive Vice President and Senior Lender of State Bank | 214.9K | — | 21.0K | — | 62.1K | 13.1K | 311.1K | 6.76% | ↗ |
| 22 | 2020 | David A. Homoelle Regional President and Residential Real Estate Executive | 196.8K | — | 9.9K | — | 24.6K | 49.2K | 280.5K | 3.51% | ↗ |
| 23 | 2020 | Keeta J. Diller Executive Vice President & Chief Risk Officer, Corporate Secretary | 135.0K | — | 21.0K | — | 55.7K | 9.3K | 221.0K | 9.52% | ↗ |
| 24 | 2019 | Mark A. Klein Chairman, President & CEO of the Company and State Bank | 383.4K | — | 58.9K | — | 81.6K | 195.3K | 719.2K | 8.19% | ↗ |
| 25 | 2019 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company and State Bank | 214.8K | — | 29.4K | — | 39.6K | 49.0K | 332.8K | 8.85% | ↗ |
| 26 | 2019 | Jonathan R. Gathman Executive Vice President and Senior Lender of State Bank | 199.6K | — | 29.4K | — | 34.2K | 12.6K | 275.9K | 10.67% | ↗ |
| 27 | 2019 | Ernesto Gaytan Executive Vice President and Chief Technology Innovation & Operations Officer of State Bank | 204.2K | 10.0K | 29.4K | — | 19.4K | 11.0K | 274.0K | 10.74% | ↗ |
| 28 | 2019 | Keeta J. Diller Exective Vice President & Chief Risk Officer, Corporate Secretary | 123.6K | — | 12.5K | — | 16.8K | 9.0K | 161.9K | 7.73% | ↗ |
| 29 | 2019 | Keeta J. Diller Executive Vice President & Chief Risk Officer, Corporate Secretary | 123.2K | — | 12.5K | — | 16.8K | 9.1K | 161.7K | 7.74% | ↗ |
| 30 | 2018 | Mark A. Klein Chairman, President & CEO of the Company and State Bank | 361.8K | — | 63.4K | — | 100.6K | 166.7K | 692.4K | 9.15% | ↗ |
| 31 | 2018 | Position Mark A. Klein Chairman, President & CEO of the Company and State Bank | 361.8K | — | 63.4K | — | 100.6K | 163.5K | 689.3K | 9.19% | ↗ |
| 32 | 2018 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company and State Bank | 207.1K | — | 31.7K | — | 48.4K | 43.4K | 330.6K | 9.58% | ↗ |
| 33 | 2018 | Jonathan R. Gathman Executive Vice President and Senior Lender of State Bank | 189.4K | — | 31.7K | — | 34.0K | 14.8K | 269.9K | 11.74% | ↗ |
| 34 | 2018 | Ernesto Gaytan Executive Vice President and Chief Technology Innovation & Operations Officer of State Bank | 186.6K | — | 35.4K | — | 26.6K | 7.9K | 256.5K | 13.78% | ↗ |
| 35 | 2018 | Keeta J. Diller Exective Vice President & Chief Risk Officer, Corporate Secretary | 116.1K | — | 13.7K | — | 19.5K | 8.7K | 158.0K | 8.69% | ↗ |
| 36 | 2017 | Mark A. Klein Chairman, President & CEO of the Company, State Bank and RDSI | 343.8K | — | 110.6K | — | 119.7K | 204.2K | 778.3K | 14.21% | ↗ |
| 37 | 2017 | Position Mark A. Klein Chairman, President & CEO of the Company and State Bank | 343.8K | — | 110.6K | — | 119.7K | 154.7K | 728.8K | 15.18% | ↗ |
| 38 | 2017 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company , State Bank, and RDSI | 199.2K | — | 55.3K | — | 57.2K | 65.5K | 377.2K | 14.67% | ↗ |
| 39 | 2017 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company and State Bank | 199.2K | — | 55.3K | — | 57.2K | 41.8K | 353.5K | 15.65% | ↗ |
| 40 | 2017 | Jonathan R. Gathman Executive Vice President and Senior Lender of State Bank | 181.8K | — | 55.3K | — | 49.4K | 14.7K | 301.2K | 18.36% | ↗ |
| 41 | 2016 | Mark A. Klein Chairman, President & CEO of the Company, State Bank and RDSI | 309.4K | 50.0K | 40.0K | — | 138.7K | 167.3K | 705.4K | 5.66% | ↗ |
| 42 | 2016 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company , State Bank, and RDSI | 192.0K | — | 20.0K | — | 73.5K | 49.9K | 335.5K | 5.95% | ↗ |
| 43 | 2016 | Jonathan R. Gathman Executive Vice President and Senior Lender of State Bank | 172.8K | — | 20.0K | — | 56.9K | 23.8K | 273.5K | 7.31% | ↗ |
| 44 | 2015 | Position Mark A. Klein Chairman, President & CEO of the Company, State Bank and RDSI | 275.5K | — | 40.0K | — | 84.1K | 121.3K | 520.8K | 7.67% | ↗ |
| 45 | 2015 | Mark A. Klein Chairman, President & CEO of the Company, State Bank and RDSI | 275.5K | — | 20.7K | — | 84.1K | 128.1K | 508.4K | 4.07% | ↗ |
| 46 | 2015 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company, State Bank, and RDSI | 183.9K | — | 20.0K | — | 42.9K | 39.4K | 286.1K | 6.98% | ↗ |
| 47 | 2015 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company , State Bank, and RDSI | 183.9K | — | 10.4K | — | 42.9K | 44.1K | 281.2K | 3.68% | ↗ |
| 48 | 2015 | Jonathan R. Gathman Executive Vice President and Senior Lender of State Bank | 162.9K | — | 10.4K | — | 22.4K | 19.4K | 215.0K | 4.81% | ↗ |
| 49 | 2014 | Position Mark A. Klein Chairman, President & CEO of the Company, State Bank and RDSI | 265.8K | — | 20.7K | — | 48.7K | 77.5K | 412.7K | 5.02% | ↗ |
| 50 | 2014 | Mark A. Klein President & Chief Executive Officer of the Company, State Bank and RDSI | 265.8K | — | 20.7K | — | 48.7K | 74.4K | 409.6K | 5.05% | ↗ |
| 51 | 2014 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company, State Bank, and RDSI | 179.1K | — | 10.4K | — | 29.1K | 34.3K | 252.9K | 4.09% | ↗ |
| 52 | 2014 | Jonathan R. Gathman Executive Vice President and Senior Lender of State Bank | 158.1K | — | 10.4K | — | 33.7K | 13.2K | 215.4K | 4.80% | ↗ |
| 53 | 2013 | Mark A. Klein President & Chief Executive Officer of the Company, State Bank and RDSI | 253.3K | — | 18.1K | — | 31.1K | 78.9K | 381.3K | 4.74% | ↗ |
| 54 | 2013 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company, State Bank, and RDSI | 174.7K | — | 9.0K | — | 17.9K | 34.8K | 236.5K | 3.83% | ↗ |
| 55 | 2013 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company , State Bank, and RDSI | 174.7K | — | 9.0K | — | 17.9K | 28.7K | 230.4K | 3.93% | ↗ |
| 56 | 2013 | Jonathan R. Gathman Executive Vice President and Senior Lender of State Bank | 154.8K | — | 9.0K | — | 18.9K | 12.2K | 195.1K | 4.64% | ↗ |
| 57 | 2012 | Mark A. Klein President & Chief Executive Officer of the Company, State Bank and RDSI | 246.0K | — | 22.5K | — | 73.5K | 87.2K | 429.2K | 5.24% | ↗ |
| 58 | 2012 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company , State Bank, and RDSI | 172.2K | — | 11.3K | — | 38.0K | 32.5K | 253.9K | 4.43% | ↗ |
| 59 | 2012 | Jonathan R. Gathman Executive Vice President and Senior Lender of State Bank | 145.9K | — | 11.3K | — | 27.6K | 12.3K | 197.0K | 5.71% | ↗ |
| 60 | 2011 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company , State Bank, and RDSI | 162.0K | — | — | — | 19.9K | 33.7K | 215.6K | 0.00% | ↗ |
| 61 | 2011 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company and State Bank | 162.0K | — | — | — | 19.9K | 33.7K | 215.6K | 0.00% | ↗ |
| 62 | 2011 | Jonathan R. Gathman Executive Vice President and Senior Lender of State Bank | 128.8K | — | — | — | 16.4K | 17.2K | 162.4K | 0.00% | ↗ |
| 63 | 2010 | Kenneth A. Joyce Executive Vice Chairman of the Company; President & Chief Executive Officer of RDSI (Retired June 9, 2010) | 146.6K | — | — | — | — | 208.4K | 355.0K | 0.00% | ↗ |
| 64 | 2010 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company and State Bank | 132.3K | — | — | 8.0K | 6.7K | 58.5K | 205.6K | 3.91% | ↗ |
| 65 | 2010 | Anthony V. Cosentino Executive Vice President & Chief Financial Officer of the Company and State Bank (Hired March 1, 2010) | 132.3K | — | — | 1.6K | 6.7K | 58.5K | 199.1K | 0.79% | ↗ |
| 66 | 2010 | Jonathan R. Gathman Executive Vice President and Senior Lender of State Bank | 126.9K | — | — | 8.2K | 3.4K | 15.4K | 153.9K | 5.35% | ↗ |
| 67 | 2009 | Kenneth A. Joyce Executive Vice Chairman of the Company; President & Chief Executive Officer of RDSI (Retired June 9, 2010) | 324.1K | — | — | 6.2K | — | 128.3K | 458.6K | 1.36% | ↗ |
| 68 | 2009 | During 2009 and2008 Kenneth A. Joyce President & Chief Executive Officer of the Company; Chairman & Chief Executive Officer of RDSI | 324.1K | — | — | 6.2K | — | 118.2K | 448.5K | 1.39% | ↗ |
| 69 | 2009 | Mark A. Klein President & Chief Executive Officer, The State Bank and Trust Company | 212.3K | — | — | 9.9K | — | 66.4K | 288.7K | 3.44% | ↗ |
| 70 | 2009 | Henry R. Thiemann President of RDSI; President and Chief Executive Officer of RFCBC [Retired November 9, 2009] | 164.1K | — | — | 1.5K | — | 45.1K | 210.7K | 0.72% | ↗ |
| 71 | 2009 | Duane L. Sinn Executive Vice President & Chief Financial Officer of the Company | 152.0K | — | — | 4.1K | — | 26.2K | 182.3K | 2.24% | ↗ |
| 72 | 2009 | Jonathan R. Gathman Executive Vice President and Senior Lender of State Bank | 125.8K | 10.0K | — | 581.00 | — | 21.6K | 158.0K | 0.37% | ↗ |
| 73 | 2008 | During 2009 and2008 Kenneth A. Joyce President & Chief Executive Officer of the Company; Chairman & Chief Executive Officer of RDSI | 292.6K | — | 100.0K | 5.7K | 58.5K | 125.5K | 582.4K | 18.15% | ↗ |
| 74 | 2008 | Henry R. Thiemann President of RDSI; President and Chief Executive Officer of RFCBC [Retired November 9, 2009] | 173.5K | — | — | 1.4K | 17.2K | 65.7K | 257.8K | 0.54% | ↗ |
| 75 | 2008 | Mark A. Klein President & Chief Executive Officer, The State Bank and Trust Company | 186.2K | — | — | 9.7K | 27.9K | 30.9K | 254.7K | 3.80% | ↗ |
| 76 | 2008 | Henry R. Thiemann President of RDIS; President and Chief Executive Officer of RFCBC | 173.5K | — | — | 1.4K | 17.2K | 56.4K | 248.6K | 0.56% | ↗ |
| 77 | 2008 | Duane L. Sinn Executive Vice President & Chief Financial Officer of the Company | 129.8K | — | — | 3.7K | 19.5K | 29.1K | 182.2K | 2.06% | ↗ |
| 78 | 2007 | Kenneth A. Joyce President & Chief Executive Officer of the Company; Chairman & Chief Executive Officer of RDSI | 272.0K | — | — | 5.7K | — | 107.8K | 385.5K | 1.48% | ↗ |
| 79 | 2007 | Henry R. Thiemann President of RDIS; President and Chief Executive Officer of RFCBC | 167.4K | — | — | 1.4K | 12.0K | 73.7K | 254.5K | 0.54% | ↗ |
| 80 | 2007 | Henry R. Thiemann President of RDSI since September 2007; (Former) President & Chief Executive Officer, The Exchange Bank; President and Chief Executive Officer of RFCBC | 167.4K | — | — | 1.4K | — | 63.2K | 232.0K | 0.60% | ↗ |
| 81 | 2007 | Mark A. Klein President & Chief Executive Officer, The State Bank and Trust Company | 171.0K | 15.0K | — | 9.7K | — | 29.4K | 225.1K | 4.30% | ↗ |
| 82 | 2007 | Duane L. Sinn Executive Vice President & Chief Financial Officer of the Company | 119.3K | 12.0K | — | 3.7K | — | 26.6K | 161.7K | 2.32% | ↗ |
| 83 | 2006 | Kenneth A. Joyce President & Chief Executive Officer of the Company; Chairman & Chief Executive Officer of RDSI | 264.0K | — | — | — | — | 135.7K | 399.7K | 0.00% | ↗ |
| 84 | 2006 | Mark A. Klein President & Chief Executive Officer, The State Bank and Trust Company | 153.8K | 56.0K | — | — | — | 24.2K | 234.0K | 0.00% | ↗ |
| 85 | 2006 | Henry R. Thiemann President of RDSI since September 2007; (Former) President & Chief Executive Officer, The Exchange Bank; President and Chief Executive Officer of RFCBC | 165.1K | 5.0K | — | — | — | 46.8K | 216.9K | 0.00% | ↗ |
| 86 | 2006 | Henry R. Thiemann President & Chief Executive Officer, The Exchange Bank; President and Chief Executive Officer of RFCBC | 165.1K | 5.0K | — | — | — | 46.6K | 216.7K | 0.00% | ↗ |
| 87 | 2006 | Duane L. Sinn Executive Vice President & Chief Financial Officer of the Company | 112.0K | 10.0K | — | — | — | 27.3K | 149.3K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Mark A. Klein | Chairman, President & Chief Executive Officer | 835.7K | male |
| Anthony V. Cosentino | Executive Vice President & Chief Financial Officer | 416.5K | male |
| Juan Ernesto Gaytan | Executive Vice President and Chief Technology Innovation Officer | 382.2K | male |
| Keeta J. Diller | Executive Vice President & Corporate Secretary | 200.0K | female |
| Melissa Martin | Executive of Investor Relations | — | — |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for SBFG
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
