Southern First Bancshares, Inc. (SFST)
Greenville, SC, US
Southern First Bancshares, Inc. acts as the parent organization for Southern First Bank, providing a comprehensive range of banking and financial services to individuals and businesses in South Carolina, North Carolina, and Georgia. Its operations are structured into three primary divisions: Commercial and Retail Banking, Mortgage Banking, and Corporate Operations. The institution accepts various deposit products, including standard and commercial checking accounts, savings accounts, money market accounts, and long-term certificates of deposit. Its diverse loan offerings encompass commercial and construction real estate, business financing for sectors such as manufacturing, service, and professional services, alongside consumer real estate and home equity loans. Furthermore, it extends other consumer credit options like secured and unsecured installment loans and revolving lines of credit. Complementary services include online and mobile banking, cash management, safe deposit boxes, direct deposit, automated drafts, and bill payment. The company operates eight retail branches in South Carolina (Greenville, Charleston, and Columbia), three in North Carolina (Raleigh, Greensboro, and Charlotte areas), and one in Atlanta, Georgia. Founded in 1999, Southern First Bancshares, Inc. is based in Greenville, South Carolina.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.07% | +0.52% | +2.61% | +3.46% | +13.81% | +12.13% | +64.63% | +151.50% | +5.23% | +125.66% | +1,108.30% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
64.00
+3.7%
|
| All Time | 1 |
64.00
+3.7%
|
-
Revenue growth+5.3% Q1'26: -35.9% (vs Q1'25)
-
EPS growth+96.3% Q1'26: +84.6% (vs Q1'25)
-
FCF margin— Q1'26: +31.0% (vs Q1'25)
-
EBIT margin— Q1'26: +36.9% (vs Q1'25)
-
ROIC— Q1'26: +7.5% (vs Q1'25)
-
Share dilution-0.3% Q1'26: +2.2% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 5.30× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2014 actual |
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 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
45.73M
est: 39.04M (+17.1%)
|
54.45M
est: 46.75M (+16.5%)
|
62.04M
est: 53.76M (+15.4%)
|
70.55M
est: 60.63M (+16.3%)
|
82.71M
est: 70.44M (+17.4%)
|
102.70M
est: 82.62M (+24.3%)
|
122.17M
est: 104.94M (+16.4%)
|
110.26M
est: 104.88M (+5.1%)
|
127.64M
est: 110.09M (+15.9%)
|
187.46M
est: 87.10M (+115.2%)
|
213.33M
est: 92.42M (+130.8%)
|
224.62M
est: 118.20M (+90.0%)
|
148.70M
140.44M – 156.96M
+25.8% YoY
|
176.20M
157.63M – 194.77M
+18.5% YoY
|
| EBITDA |
10.95M
est: 17.77M (-38.4%)
|
16.85M
est: 12.60M (+33.7%)
|
21.62M
est: 27.42M (-21.2%)
|
25.12M
est: 34.17M (-26.5%)
|
30.45M
est: 44.56M (-31.7%)
|
37.39M
est: 53.33M (-29.9%)
|
26.01M
est: 45.67M (-43.0%)
|
63.12M
est: 28.27M (+123.3%)
|
41.81M
est: 53.21M (-21.4%)
|
22.24M
est: 23.20M (-4.1%)
|
24.72M
est: 24.62M (+0.4%)
|
44.34M
est: 31.49M (+40.8%)
|
39.61M
37.41M – 41.82M
+25.8% YoY
|
46.94M
41.99M – 51.89M
+18.5% YoY
|
| EBIT |
9.74M
est: 9.62M (+1.3%)
|
15.54M
est: 11.51M (+34.9%)
|
20.37M
est: 13.24M (+53.8%)
|
23.66M
est: 14.93M (+58.5%)
|
28.69M
est: 17.35M (+65.4%)
|
35.48M
est: 20.35M (+74.4%)
|
23.82M
est: 25.84M (-7.8%)
|
60.80M
est: 25.83M (+135.4%)
|
38.11M
est: 27.11M (+40.6%)
|
17.43M
est: 21.12M (-17.5%)
|
19.91M
est: 22.42M (-11.2%)
|
39.61M
est: 28.67M (+38.2%)
|
36.07M
34.06M – 38.07M
+25.8% YoY
|
42.74M
38.23M – 47.24M
+18.5% YoY
|
| Net Income |
6.63M
est: 6.55M (+1.1%)
|
10.17M
est: 12.30M (-17.3%)
|
13.04M
est: 12.00M (+8.7%)
|
13.05M
est: 12.64M (+3.2%)
|
22.29M
est: 21.14M (+5.4%)
|
27.86M
est: 23.64M (+17.9%)
|
18.33M
est: 19.39M (-5.5%)
|
46.71M
est: 44.94M (+3.9%)
|
29.12M
est: 33.90M (-14.1%)
|
13.43M
est: 13.79M (-2.6%)
|
15.53M
est: 11.25M (+38.1%)
|
30.37M
est: 29.53M (+2.8%)
|
41.59M
39.46M – 43.72M
+40.8% YoY
|
53.24M
50.51M – 55.96M
+28.0% YoY
|
| SGA |
18.16M
est: 18.19M (-0.2%)
|
21.22M
est: 11.53M (+84.0%)
|
23.39M
est: 21.50M (+8.8%)
|
26.83M
est: 25.95M (+3.4%)
|
27.39M
est: 29.41M (-6.9%)
|
29.21M
est: 29.76M (-1.8%)
|
36.75M
est: 39.41M (-6.8%)
|
38.16M
est: 25.88M (+47.5%)
|
41.69M
est: 38.82M (+7.4%)
|
45.40M
est: 20.50M (+121.5%)
|
3.82M
est: 21.75M (-82.5%)
|
54.79M
est: 27.82M (+97.0%)
|
35.00M
33.05M – 36.94M
+25.8% YoY
|
41.47M
37.10M – 45.84M
+18.5% YoY
|
| EPS |
1.15
est: 1.09 (+5.5%)
|
1.64
est: 1.52 (+8.3%)
|
2.06
est: 1.91 (+7.7%)
|
1.86
est: 2.06 (-9.7%)
|
3.02
est: 2.86 (+5.8%)
|
3.70
est: 3.53 (+5.0%)
|
2.37
est: 1.74 (+36.2%)
|
5.96
est: 5.54 (+7.6%)
|
3.66
est: 4.00 (-8.6%)
|
1.67
est: 1.70 (-2.0%)
|
1.92
est: 1.39 (+38.1%)
|
3.77
est: 3.65 (+3.3%)
|
5.14
4.88 – 5.40
+40.8% YoY
|
6.58
6.24 – 6.92
+28.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-27 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-26 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-22 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-21 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-20 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-19 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-18 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-15 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-14 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-13 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-12 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-11 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-08 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-07 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-06 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-05 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-01 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-30 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-29 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-28 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-27 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-22 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-21 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-20 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-17 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 85-4328500 | 798.7K | 9.90% | 326.5K | — | 798.7K | — | IA | Maryland | 2024-02-14 | ↗ |
| 2 | (1) BlackRock, Inc. | 699.6K | 8.70% | 665.7K | — | 699.6K | — | HC | Delaware | 2023-01-25 | ↗ |
| 3 | 52-0556948 | 653.4K | 8.20% | 270.4K | — | 653.4K | — | IA | Maryland | 2022-02-14 | ↗ |
| 4 | FJ Capital Management LLC | 458.2K | 5.69% | — | 458.2K | — | — | IA | Delaware | 2023-03-24 | ↗ |
| 5 | Financial Opportunity Fund LLC | 458.2K | 5.69% | — | 458.2K | — | — | OO | Delaware | 2023-03-24 | ↗ |
| 6 | Martin Friedman | 458.2K | 5.69% | — | 458.2K | — | — | IN | United States | 2023-03-24 | ↗ |
| 7 | Wellington Management Company LLP | 439.9K | 5.91% | — | 439.9K | — | — | IA | Massachusetts | 2019-02-12 | ↗ |
| 8 | The Vanguard Group - 23-1945930 | 371.2K | 4.87% | 5.9K | — | 365.4K | 5.9K | IA | Pennsylvania | 2020-02-12 | ↗ |
| 9 | RMB Capital Holdings, LLC | 354.5K | 4.76% | — | 354.5K | — | — | OO | Delaware Limited Liability Company | 2019-02-14 | ↗ |
| 10 | RMB Capital Management, LLC | 354.5K | 4.76% | — | 354.5K | — | — | OO | Delaware Limited Liability Company | 2019-02-14 | ↗ |
| 11 | Wellington Group Holdings LLP | 350.8K | 4.53% | — | 350.8K | — | — | HC | Massachusetts | 2021-02-04 | ↗ |
| 12 | Wellington Investment Advisors Holdings LLP | 350.8K | 4.53% | — | 350.8K | — | — | HC | Massachusetts | 2021-02-04 | ↗ |
| 13 | Wellington Management Group LLP | 350.8K | 4.53% | — | 350.8K | — | — | HC | Massachusetts | 2021-02-04 | ↗ |
| 14 | BANC FUND IX L.P.37-1755531 | 324.8K | 4.20% | 324.8K | — | 324.8K | — | PN | USA | 2021-02-09 | ↗ |
| 15 | Mendon Capital Advisors Corp. | 287.2K | 3.86% | — | 287.2K | — | — | IA | Delaware Corporation | 2019-02-14 | ↗ |
| 16 | EJF Capital LLC | 250.0K | 3.40% | — | 250.0K | — | 250.0K | IA | United States | 2018-02-14 | ↗ |
| 17 | BANC FUND X L.P.82-5185037 | 130.4K | 1.60% | — | — | — | — | PN | USA | 2022-02-10 | ↗ |
| 18 | RMB Mendon Managers, LLC | 67.3K | 0.90% | — | 67.3K | — | — | OO | Delaware Limited Liability Company | 2019-02-14 | ↗ |
| 19 | Financial Opportunity Long/Short Fund LLC | 17.4K | 0.22% | — | 17.4K | — | — | OO | Delaware | 2022-02-11 | ↗ |
| 20 | BANC FUND VIII L.P.26-2334080 | 4.6K | 0.10% | 4.6K | — | 4.6K | — | PN | USA | 2021-02-09 | ↗ |
| 21 | BANC FUND VII L.P.20-1818049 | — | 0.00% | — | — | — | — | PN | USA | 2019-02-12 | ↗ |
| 22 | Iron Road Capital Partners LLC | — | 0.00% | — | — | — | — | OO | Delaware Limited Liability Company | 2018-02-13 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | FJ CAPITAL MANAGEMENT LLC | 807.2K +— (+0.0%) | 41.59M +6.0M (+16.8%) | 10.03% +0.092 pp | 4.59% +0.789 pp | USD34.63 +48.8% | 21 qtrs — |
| 2 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 784.7K -21.6K (-2.7%) | 40.43M +4.9M (+13.6%) | 9.75% -0.177 pp | 0.03% +0.004 pp | USD41.69 +23.6% | 14 qtrs — |
| 3 | BLACKROCK, INC. | 721.8K -5.4K (-0.7%) | 37.19M +5.1M (+15.9%) | 8.97% +0.012 pp | 0.00% +0.000 pp | USD34.08 +51.2% | 6 qtrs — |
| 4 | ENDEAVOUR CAPITAL ADVISORS INC | 586.0K +— (+0.0%) | 30.19M +4.3M (+16.8%) | 7.28% +0.066 pp | 8.40% +0.580 pp | USD31.70 +62.5% | 24 qtrs — |
| 5 | VANGUARD GROUP INC | 437.0K +5.2K (+1.2%) | 22.51M +3.5M (+18.2%) | 5.43% +0.112 pp | 0.00% +0.000 pp | USD34.54 +49.2% | 52 qtrs — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 377.7K +2.3K (+0.6%) | 19.46M +2.9M (+17.5%) | 4.70% +0.072 pp | 0.00% +0.001 pp | USD28.75 +79.2% | 51 qtrs — |
| 7 | AMERIPRISE FINANCIAL INC | 267.7K -3.9K (-1.4%) | 13.79M +1.8M (+15.1%) | 3.33% -0.018 pp | 0.00% +0.000 pp | USD30.33 +69.9% | 24 qtrs — |
| 8 | RHINO INVESTMENT PARTNERS, INC | 210.1K +— (+0.0%) | 10.83M +1.6M (+16.8%) | 2.61% +0.024 pp | 3.07% +0.144 pp | USD39.56 +30.2% | 6 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 178.7K -894.0 (-0.5%) | 9.21M +1.3M (+16.2%) | 2.22% +0.008 pp | 0.00% +0.000 pp | USD34.00 +51.5% | 39 qtrs — |
| 10 | BANC FUNDS CO LLC | 171.7K -34.2K (-16.6%) | 8.84M -239.5K (-2.6%) | 2.13% -0.402 pp | 1.75% +0.163 pp | USD27.51 +87.3% | 64 qtrs — |
| 11 | STATE STREET CORP | 165.0K +4.3K (+2.7%) | 8.50M +1.4M (+19.9%) | 2.05% +0.071 pp | 0.00% +0.000 pp | USD34.89 +47.7% | 39 qtrs — |
| 12 | ALLIANCEBERNSTEIN L.P. | 157.4K +— (+0.0%) | 8.11M +1.2M (+16.8%) | 1.96% +0.017 pp | 0.00% +0.000 pp | USD31.44 +63.9% | 48 qtrs — |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 127.9K +10.9K (+9.3%) | 6.59M +1.4M (+27.7%) | 1.59% +0.148 pp | 0.01% +0.003 pp | USD39.69 +29.8% | 39 qtrs — |
| 14 | AMERICAN CENTURY COMPANIES INC | 125.6K +19.4K (+18.2%) | 6.47M +1.8M (+38.1%) | 1.56% +0.253 pp | 0.00% +0.001 pp | USD41.79 +23.3% | 21 qtrs — |
| 15 | FOURTHSTONE LLC | 123.2K -35.5K (-22.4%) | 6.35M -654.9K (-9.4%) | 1.53% -0.424 pp | 1.19% -0.068 pp | USD37.03 +39.1% | 6 qtrs — |
| 16 | ACADIAN ASSET MANAGEMENT LLC | 88.8K +8.1K (+10.1%) | 4.57M +1.0M (+28.6%) | 1.10% +0.110 pp | 0.01% +0.001 pp | USD40.54 +27.1% | 32 qtrs — |
| 17 | GOLDMAN SACHS GROUP INC | 78.0K +7.9K (+11.2%) | 4.02M +924.8K (+29.9%) | 0.97% +0.106 pp | 0.00% +0.000 pp | USD40.34 +27.7% | 31 qtrs — |
| 18 | NORTHERN TRUST CORP | 66.8K -5.4K (-7.5%) | 3.44M +254.0K (+8.0%) | 0.83% -0.060 pp | 0.00% +0.000 pp | USD31.87 +61.7% | 39 qtrs — |
| 19 | GABELLI FUNDS LLC | 60.6K +17.2K (+39.7%) | 3.12M +1.2M (+63.2%) | 0.75% +0.219 pp | 0.02% +0.008 pp | USD38.39 +34.2% | 9 qtrs — |
| 20 | ZACKS INVESTMENT MANAGEMENT | 57.0K +9.4K (+19.7%) | 2.94M +835.4K (+39.8%) | 0.71% +0.122 pp | 0.02% +0.006 pp | USD40.52 +27.1% | 3 qtrs — |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 54.4K +2.4K (+4.5%) | 2.80M +506.2K (+22.1%) | 0.68% +0.035 pp | 0.06% +0.010 pp | USD39.19 +31.5% | 15 qtrs — |
| 22 | MORGAN STANLEY | 54.1K +4.7K (+9.6%) | 2.78M +609.3K (+28.0%) | 0.67% +0.064 pp | 0.00% +0.000 pp | USD36.71 +40.3% | 49 qtrs — |
| 23 | RUSSELL INVESTMENTS GROUP, LTD. | 53.4K -6.4K (-10.7%) | 2.75M +112.1K (+4.3%) | 0.66% -0.073 pp | 0.00% +0.000 pp | USD32.17 +60.1% | 33 qtrs — |
| 24 | MARSHALL WACE, LLP | 50.5K +34.5K (+215.6%) | 2.60M +1.9M (+268.6%) | 0.63% +0.430 pp | 0.00% +0.002 pp | USD49.18 +4.8% | 2 qtrs — |
| 25 | KOSS-OLINGER CONSULTING, LLC | 42.4K +— (+0.0%) | 2.18M +572.0K (+35.5%) | 0.53% +0.005 pp | 0.17% +0.036 pp | USD39.75 +29.6% | 5 qtrs — |
| 26 | CITADEL ADVISORS LLC | 35.7K +24.3K (+212.1%) | 1.84M +1.3M (+264.4%) | 0.44% +0.303 pp | 0.00% +0.000 pp | USD46.48 +10.8% | 8 qtrs — |
| 27 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 33.5K +16.3K (+95.4%) | 1.72M +968.3K (+128.1%) | 0.42% +0.205 pp | 0.00% +0.001 pp | USD47.73 +7.9% | 2 qtrs — |
| 28 | ABACUS PLANNING GROUP, INC. | 30.5K -665.0 (-2.1%) | 1.57M +196.0K (+14.3%) | 0.38% -0.005 pp | 0.21% +0.019 pp | USD41.85 +23.1% | 33 qtrs — |
| 29 | BARCLAYS PLC | 29.8K +4.5K (+17.8%) | 1.54M +673.0K (+78.0%) | 0.37% +0.059 pp | 0.00% +0.000 pp | USD40.17 +28.3% | 38 qtrs — |
| 30 | GAMCO INVESTORS, INC. ET AL | 29.4K +3.9K (+15.3%) | 1.51M +389.6K (+34.6%) | 0.37% +0.051 pp | 0.01% +0.004 pp | USD43.38 +18.8% | 23 qtrs — |
| 31 | MALTESE CAPITAL MANAGEMENT LLC | 28.6K +3.1K (+12.3%) | 1.48M +350.7K (+31.2%) | 0.36% +0.042 pp | 0.26% +0.092 pp | USD44.93 +14.7% | 2 qtrs — |
| 32 | CAPTRUST FINANCIAL ADVISORS | 28.2K -1.3K (-4.6%) | 1.45M +149.4K (+11.4%) | 0.35% -0.014 pp | 0.00% +0.000 pp | USD50.73 +1.6% | 23 qtrs — |
| 33 | EMPOWERED FUNDS, LLC | 25.0K +2.4K (+10.4%) | 1.29M +288.7K (+29.0%) | 0.31% +0.032 pp | 0.01% +0.000 pp | USD32.69 +57.6% | 11 qtrs — |
| 34 | D. E. SHAW & CO., INC. | 23.8K +14.4K (+152.5%) | 1.23M +811.4K (+194.9%) | 0.30% +0.180 pp | 0.00% +0.000 pp | USD44.14 +16.7% | 8 qtrs — |
| 35 | QUBE RESEARCH & TECHNOLOGIES LTD | 23.7K +13.3K (+128.5%) | 1.22M +762.7K (+166.8%) | 0.29% +0.167 pp | 0.00% +0.001 pp | USD48.28 +6.7% | 2 qtrs — |
| 36 | AQR CAPITAL MANAGEMENT LLC | 23.0K +2.7K (+13.4%) | 1.19M +290.4K (+32.4%) | 0.29% +0.036 pp | 0.00% +0.000 pp | USD42.49 +21.3% | 3 qtrs — |
| 37 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 22.3K -230.0 (-1.0%) | 1.15M +155.2K (+15.6%) | 0.28% 0.000 pp | 0.00% +0.000 pp | USD34.74 +48.3% | 39 qtrs — |
| 38 | EAM INVESTORS, LLC | 21.5K +21.5K (+100.0%) | 1.11M +1.1M (+100.0%) | 0.27% +0.267 pp | 0.12% +0.123 pp | USD51.52 +0.0% | 1 qtrs NEW |
| 39 | BANK OF NEW YORK MELLON CORP | 20.9K -1.9K (-8.2%) | 1.07M +72.1K (+7.2%) | 0.26% -0.021 pp | 0.00% +0.000 pp | USD36.78 +40.1% | 39 qtrs — |
| 40 | TREXQUANT INVESTMENT LP | 20.8K +12.2K (+142.6%) | 1.07M +692.9K (+183.3%) | 0.26% +0.153 pp | 0.01% +0.006 pp | USD45.40 +13.5% | 8 qtrs — |
| 41 | — | 17.5K -500.0 (-2.8%) | 901.6K +107.4K (+13.5%) | 0.22% -0.004 pp | 0.63% +0.136 pp | USD44.12 +16.8% | 2 qtrs — |
| 42 | LOS ANGELES CAPITAL MANAGEMENT LLC | 20.3K +5.2K (+34.7%) | 893.8K +227.3K (+34.1%) | 0.25% +0.067 pp | 0.00% +0.001 pp | USD46.02 +12.0% | 2 qtrs — |
| 43 | JANE STREET GROUP, LLC | 17.0K +1.4K (+9.0%) | 873.9K +187.1K (+27.2%) | 0.21% +0.019 pp | 0.00% +0.000 pp | USD38.56 +33.6% | 7 qtrs — |
| 44 | SHEETS SMITH WEALTH MANAGEMENT | 16.3K +— (+0.0%) | 840.9K +120.8K (+16.8%) | 0.20% +0.002 pp | 0.09% +0.011 pp | USD20.77 +148.1% | 49 qtrs — |
| 45 | SQUAREPOINT OPS LLC | 16.1K +4.3K (+36.1%) | 831.1K +308.2K (+59.0%) | 0.20% +0.055 pp | 0.00% +0.000 pp | USD42.51 +21.2% | 3 qtrs — |
| 46 | STATE OF WISCONSIN INVESTMENT BOARD | 15.4K +3.5K (+29.1%) | 791.4K +266.4K (+50.7%) | 0.19% +0.044 pp | 0.00% +0.001 pp | USD42.08 +22.4% | 15 qtrs — |
| 47 | UBS GROUP AG | 15.2K +3.1K (+25.9%) | 783.2K +250.6K (+47.1%) | 0.19% +0.040 pp | 0.00% +0.000 pp | USD43.34 +18.9% | 45 qtrs — |
| 48 | NUVEEN, LLC | 14.6K +— (+0.0%) | 754.0K +108.3K (+16.8%) | 0.18% +0.002 pp | 0.00% +0.000 pp | USD32.92 +56.5% | 4 qtrs — |
| 49 | SEI INVESTMENTS CO | 14.0K +14.0K (+100.0%) | 723.0K +723.0K (+100.0%) | 0.17% +0.174 pp | 0.00% +0.001 pp | USD51.52 +0.0% | 1 qtrs NEW |
| 50 | ASSENAGON ASSET MANAGEMENT S.A. | 13.0K -1.6K (-10.8%) | 667.2K +26.7K (+4.2%) | 0.16% -0.018 pp | 0.00% +0.000 pp | USD36.02 +43.0% | 26 qtrs — |
| 51 | DE LISLE PARTNERS LLP | 12.6K +— (+0.0%) | 649.2K +93.3K (+16.8%) | 0.16% +0.001 pp | 0.08% +0.015 pp | USD30.86 +66.9% | 8 qtrs — |
| 52 | AZORA CAPITAL LP | 12.5K +12.5K (+100.0%) | 645.3K +645.3K (+100.0%) | 0.16% +0.156 pp | 0.04% +0.041 pp | USD51.52 +0.0% | 1 qtrs NEW |
| 53 | GODSEY & GIBB, INC | 11.7K +— (+0.0%) | 600.7K +86.3K (+16.8%) | 0.14% +0.001 pp | 0.05% +0.009 pp | USD45.75 +12.6% | 13 qtrs — |
| 54 | NEWEDGE ADVISORS, LLC | 11.2K -3.7K (-25.1%) | 576.3K -82.4K (-12.5%) | 0.14% -0.045 pp | 0.00% -0.001 pp | USD36.91 +39.6% | 15 qtrs — |
| 55 | INVESCO LTD. | 11.1K -2.7K (-19.8%) | 569.7K -38.9K (-6.4%) | 0.14% -0.033 pp | 0.00% +0.000 pp | USD35.71 +44.3% | 28 qtrs — |
| 56 | WELLS FARGO & COMPANY/MN | 11.0K +1.9K (+20.3%) | 568.0K +163.6K (+40.4%) | 0.14% +0.024 pp | 0.00% +0.000 pp | USD36.80 +40.0% | 40 qtrs — |
| 57 | STRS OHIO | 10.7K -2.1K (-16.4%) | 551.3K -13.5K (-2.4%) | 0.13% -0.025 pp | 0.00% +0.000 pp | USD28.36 +81.7% | 12 qtrs — |
| 58 | BANK OF AMERICA CORP /DE/ | 10.2K +2.0K (+24.7%) | 526.3K +164.9K (+45.6%) | 0.13% +0.026 pp | 0.00% +0.000 pp | USD40.81 +26.2% | 43 qtrs — |
| 59 | RHUMBLINE ADVISERS | 10.1K -1.6K (-13.8%) | 522.5K +3.2K (+0.6%) | 0.13% -0.019 pp | 0.00% +0.000 pp | USD39.40 +30.8% | 35 qtrs — |
| 60 | QUANTINNO CAPITAL MANAGEMENT LP | 10.1K +5.1K (+103.0%) | 519.1K +300.1K (+137.0%) | 0.13% +0.064 pp | 0.00% +0.000 pp | USD47.87 +7.6% | 2 qtrs — |
| 61 | FOSTER VICTOR WEALTH ADVISORS, LLC | 9.3K -750.0 (-7.5%) | 517.7K +76.5K (+17.4%) | 0.12% -0.008 pp | 0.03% +0.003 pp | USD30.43 +69.3% | 8 qtrs — |
| 62 | ROYAL BANK OF CANADA | 9.2K -226.0 (-2.4%) | 472.0K +58.0K (+14.0%) | 0.11% -0.002 pp | 0.00% +0.000 pp | USD41.15 +25.2% | 51 qtrs — |
| 63 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8.2K +— (+0.0%) | 424.3K +60.9K (+16.8%) | 0.10% +0.001 pp | 0.00% +0.000 pp | USD28.62 +80.0% | 39 qtrs — |
| 64 | SEACREST WEALTH MANAGEMENT, LLC | 8.0K -1.3K (-13.9%) | 419.7K +16.6K (+4.1%) | 0.10% -0.015 pp | 0.04% 0.000 pp | USD34.20 +50.6% | 33 qtrs — |
| 65 | WAGNER WEALTH MANAGEMENT, LLC | 7.8K +— (+0.0%) | 400.0K +57.5K (+16.8%) | 0.10% +0.001 pp | 0.09% +0.006 pp | USD30.70 +67.8% | 9 qtrs — |
| 66 | COLTON GROOME FINANCIAL ADVISORS, LLC | 7.7K +— (+0.0%) | 395.4K +56.8K (+16.8%) | 0.10% +0.001 pp | 0.11% +0.010 pp | USD34.08 +51.2% | 6 qtrs — |
| 67 | SENTINEL TRUST CO LBA | 7.1K +— (+0.0%) | 366.0K +53.0K (+16.9%) | 0.09% +0.001 pp | 0.04% +0.004 pp | USD44.12 +16.8% | 2 qtrs — |
| 68 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 6.6K +580.0 (+9.7%) | 337.8K +74.1K (+28.1%) | 0.08% +0.008 pp | 0.00% +0.000 pp | USD44.77 +15.1% | 2 qtrs — |
| 69 | MILLENNIUM MANAGEMENT LLC | 6.0K -8.2K (-57.5%) | 311.3K -316.2K (-50.4%) | 0.08% -0.100 pp | 0.00% 0.000 pp | USD39.49 +30.5% | 4 qtrs — |
| 70 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5.9K -10.9K (-64.8%) | 310.5K -419.3K (-57.5%) | 0.07% -0.133 pp | 0.00% -0.001 pp | USD38.17 +35.0% | 3 qtrs — |
| 71 | PANAGORA ASSET MANAGEMENT INC | 6.0K -78.0 (-1.3%) | 309.3K +41.0K (+15.3%) | 0.07% 0.000 pp | 0.00% +0.000 pp | USD38.03 +35.5% | 3 qtrs — |
| 72 | JPMORGAN CHASE & CO | 5.9K -1.9K (-24.3%) | 302.7K -39.6K (-11.6%) | 0.07% -0.023 pp | 0.00% +0.000 pp | USD38.64 +33.3% | 33 qtrs — |
| 73 | TWO SIGMA INVESTMENTS, LP | 5.7K -8.9K (-61.0%) | 291.7K -348.7K (-54.5%) | 0.07% -0.108 pp | 0.00% -0.001 pp | USD44.12 +16.8% | 2 qtrs — |
| 74 | ELCO MANAGEMENT CO., LLC | 5.6K +— (+0.0%) | 287.6K +41.3K (+16.8%) | 0.07% +0.001 pp | 0.18% +0.053 pp | USD27.00 +90.8% | 22 qtrs — |
| 75 | MENDON CAPITAL ADVISORS CORP | 5.6K +— (+0.0%) | 287.6K +42.9K (+17.5%) | 0.07% +0.001 pp | 0.09% -0.009 pp | USD44.12 +16.8% | 9 qtrs — |
| 76 | BNP PARIBAS ARBITRAGE, SNC | 5.3K +3.1K (+142.4%) | 272.9K +176.5K (+183.1%) | 0.07% +0.039 pp | 0.00% +0.000 pp | USD45.66 +12.8% | 39 qtrs — |
| 77 | FRANKLIN RESOURCES INC | 5.0K -1.6K (-24.6%) | 257.1K -34.8K (-11.9%) | 0.06% -0.020 pp | 0.00% +0.000 pp | USD44.12 +16.8% | 2 qtrs — |
| 78 | COLONIAL TRUST ADVISORS | 4.8K -62.0 (-1.3%) | 246.6K +32.7K (+15.3%) | 0.06% 0.000 pp | 0.02% +0.002 pp | USD45.40 +13.5% | 20 qtrs — |
| 79 | PRICE T ROWE ASSOCIATES INC /MD/ | 4.7K +4.7K (+100.0%) | 242.0K +242.0K (+100.0%) | 0.06% +0.058 pp | 0.00% +0.000 pp | USD51.52 +0.0% | 1 qtrs NEW |
| 80 | ADVISOR GROUP HOLDINGS, INC. | 4.4K -2.0 (0.0%) | 229.1K +32.8K (+16.7%) | 0.06% +0.001 pp | 0.00% +0.000 pp | USD32.92 +56.5% | 4 qtrs — |
| 81 | CITIGROUP INC | 4.3K +3.7K (+564.0%) | 224.1K +195.2K (+675.4%) | 0.05% +0.046 pp | 0.00% +0.000 pp | USD49.01 +5.1% | 39 qtrs — |
| 82 | METLIFE INVESTMENT MANAGEMENT, LLC | 4.3K +— (+0.0%) | 221.2K +31.8K (+16.8%) | 0.05% +0.001 pp | 0.00% +0.000 pp | USD42.99 +19.8% | 20 qtrs — |
| 83 | OCCUDO QUANTITATIVE STRATEGIES LP | 4.3K +4.3K (+100.0%) | 219.8K +219.8K (+100.0%) | 0.05% +0.053 pp | 0.01% +0.015 pp | USD51.52 +0.0% | 1 qtrs NEW |
| 84 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 3.6K +61.0 (+1.7%) | 184.8K +29.2K (+18.8%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD44.25 +16.4% | 7 qtrs — |
| 85 | DEUTSCHE BANK AG\ | 3.0K -77.0 (-2.5%) | 156.0K +19.0K (+13.9%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD39.75 +29.6% | 5 qtrs — |
| 86 | CANADA PENSION PLAN INVESTMENT BOARD | 2.9K +2.9K (+100.0%) | 149.4K +149.4K (+100.0%) | 0.04% +0.036 pp | 0.00% +0.000 pp | USD51.52 +0.0% | 1 qtrs NEW |
| 87 | NEW YORK STATE COMMON RETIREMENT FUND | 2.8K +— (+0.0%) | 142.4K +20.4K (+16.8%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD38.92 +32.4% | 38 qtrs — |
| 88 | SG AMERICAS SECURITIES, LLC | 2.2K +2.2K (+100.0%) | 115.0K +115.0K (+100.0%) | 0.03% +0.028 pp | 0.00% +0.000 pp | USD51.52 +0.0% | 1 qtrs NEW |
| 89 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 2.2K +— (+0.0%) | 115.0K +16.5K (+16.8%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD39.75 +29.6% | 5 qtrs — |
| 90 | SIGNATUREFD, LLC | 1.9K +34.0 (+1.8%) | 99.8K +15.8K (+18.9%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD24.63 +109.2% | 22 qtrs — |
| 91 | CWM, LLC | 1.9K +181.0 (+10.6%) | 98.0K +22.0K (+28.9%) | 0.02% +0.002 pp | 0.00% +0.000 pp | USD40.27 +27.9% | 10 qtrs — |
| 92 | FMR LLC | 1.5K +47.0 (+3.2%) | 77.0K +13.1K (+20.6%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD31.22 +65.0% | 16 qtrs — |
| 93 | COLONIAL TRUST CO / SC | 1.2K +— (+0.0%) | 62.1K +8.9K (+16.8%) | 0.02% +0.000 pp | 0.01% +0.001 pp | USD29.03 +77.5% | 7 qtrs — |
| 94 | PINNACLE WEALTH PLANNING SERVICES, INC. | 1.1K +1.1K (+100.0%) | 56.8K +56.8K (+100.0%) | 0.01% +0.014 pp | 0.01% +0.006 pp | USD51.52 +0.0% | 1 qtrs NEW |
| 95 | CULLEN/FROST BANKERS, INC. | 666.00 +191.0 (+40.2%) | 34.3K +13.4K (+63.7%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD41.95 +22.8% | 3 qtrs — |
| 96 | LEGAL & GENERAL GROUP PLC | 658.00 -68.0 (-9.4%) | 33.9K +1.9K (+5.8%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD37.47 +37.5% | 37 qtrs — |
| 97 | TOWER RESEARCH CAPITAL LLC (TRC) | 621.00 +326.0 (+110.5%) | 32.0K +19.0K (+145.8%) | 0.01% +0.004 pp | 0.00% +0.000 pp | USD43.78 +17.7% | 23 qtrs — |
| 98 | AMERITAS INVESTMENT PARTNERS, INC. | 613.00 +— (+0.0%) | 31.6K +4.5K (+16.8%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD35.31 +45.9% | 36 qtrs — |
| 99 | RONALD BLUE TRUST, INC. | 600.00 +162.0 (+37.0%) | 30.9K +11.6K (+60.0%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD41.29 +24.8% | 15 qtrs — |
| 100 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 479.00 -81.0 (-14.5%) | 24.7K -29.0 (-0.1%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD25.84 +99.4% | 39 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Even Herd Long Short ETF EHLS | 0.85% | 516.2K | 2.62% |
| 2 | Zacks Small/Mid Cap ETF SMIZ | 0.52% | 799.2K | 0.56% |
| 3 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.23% | 210.1K | 0.63% |
| 4 | State Street SPDR S&P Regional Banking ETF KRE | 0.23% | 11.20M | 0.35% |
| 5 | iShares Micro-Cap ETF IWC | 0.13% | 1.90M | 0.60% |
| 6 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.08% | 1.30M | 0.47% |
| 7 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.06% | 596.6K | 0.20% |
| 8 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.05% | 46.8K | 0.89% |
| 9 | Direxion Daily Regional Banks Bull 3X ETF DPST | 0.05% | 214.2K | 0.92% |
| 10 | KraneShares Man Buyout Beta Index ETF BUYO | 0.05% | 7.5K | 0.89% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-21 | Zych Christian J | Officer | F-InKind | D | Common Stock | 153 | 57.07 | 8.7K | 7,078 | D | ↗ |
| 2026-04-22 | SEAVER R ARTHUR JR | Director / Officer | G-Gift | A | Common Stock | 100 | 0.00 | — | 102,597 | D | ↗ |
| 2026-03-06 | Maner William IV | Director | P-Purchase | A | Common Stock | 400 | 52.35 | 20.9K | 3,585 | D | ↗ |
| 2026-02-26 | King Silvia T | Officer | M-Exempt | A | Common Stock | 2,000 | 39.45 | 78.9K | 6,588 | D | ↗ |
| 2026-02-01 | Zych Christian J | Officer | F-InKind | D | Common Stock | 189 | 54.94 | 10.4K | 5,131 | D | ↗ |
| 2026-02-01 | Wilbanks Wesley Clark | Officer | F-InKind | D | Common Stock | 242 | 54.94 | 13.3K | 6,254 | D | ↗ |
| 2026-02-01 | SEAVER R ARTHUR JR | Director / Officer | F-InKind | D | Common Stock | 1,657 | 54.94 | 91.0K | 112,497 | D | ↗ |
| 2026-02-01 | King Silvia T | Officer | F-InKind | D | Common Stock | 296 | 54.94 | 16.3K | 3,963 | D | ↗ |
| 2026-02-01 | Hurst Calvin C | Officer | A-Award | A | Common Stock | 4,500 | 0.00 | — | 19,492 | D | ↗ |
| 2026-02-01 | Fairchild Julie Ann | Officer | F-InKind | D | Common Stock | 135 | 54.94 | 7.4K | 6,700 | D | ↗ |
| 2025-12-31 | SEAVER R ARTHUR JR | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-31 | Lattimore Ray | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-15 | SEAVER R ARTHUR JR | Director / Officer | S-Sale | D | Common Stock | 10,000 | 55.14 | 551.4K | 107,654 | D | ↗ |
| 2025-12-12 | ORDERS JAMES B III | Director | J-Other | A | Common Stock | 83 | 0.00 | — | 54,216 | D | ↗ |
| 2025-12-10 | ELLISON DAVID G | Director | S-Sale | D | Common Stock | 1,000 | 53.29 | 53.3K | 49,661 | D | ↗ |
| 2025-11-24 | Fairchild Julie Ann | Officer | M-Exempt | D | Stock Options (Right to Buy) | 1,500 | 23.00 | 34.5K | 6,000 | D | ↗ |
| 2025-11-21 | Fairchild Julie Ann | Officer | S-Sale | D | Common Stock | 1,258 | 50.00 | 62.9K | 4,460 | D | ↗ |
| 2025-11-18 | Wilbanks Wesley Clark | Officer | — | — | Common Stock | 0 | 0.00 | — | 2,384 | D | ↗ |
| 2025-11-04 | Fairchild Julie Ann | Officer | F-InKind | D | Common Stock | 77 | 44.11 | 3.4K | 5,718 | D | ↗ |
| 2025-11-03 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 200 | 43.50 | 8.7K | 50,661 | D | ↗ |
| 2025-10-31 | Locke Anna T | Director | P-Purchase | A | Common Stock | 225 | 44.05 | 9.9K | 3,292 | D | ↗ |
| 2025-10-31 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 100 | 44.00 | 4.4K | 50,461 | D | ↗ |
| 2025-08-27 | CUBBAGE LEIGHTON M | Director | S-Sale | D | Common Stock | 35 | 45.12 | 1.6K | 51,170 | D | ↗ |
| 2025-06-23 | CUBBAGE LEIGHTON M | Director | S-Sale | D | Common Stock | 1,083 | 35.72 | 38.7K | 51,205 | D | ↗ |
| 2025-06-04 | ELLEFSON ANNE S | Director | S-Sale | D | Common Stock | 500 | 35.01 | 17.5K | 6,697 | D | ↗ |
| 2025-06-03 | Zych Christian J | Officer | F-InKind | D | Common Stock | 180 | 35.74 | 6.4K | 1,820 | D | ↗ |
| 2025-06-01 | ORDERS JAMES B III | Director | A-Award | A | Common Stock | 485 | 0.00 | — | 57,492 | D | ↗ |
| 2025-06-01 | McClatchey William M. JR | Director | — | — | Common Stock | 0 | 0.00 | — | 485 | D | ↗ |
| 2025-06-01 | Maner William IV | Director | A-Award | A | Common Stock | 485 | 0.00 | — | 2,485 | D | ↗ |
| 2025-06-01 | Locke Anna T | Director | A-Award | A | Common Stock | 485 | 0.00 | — | 3,067 | D | ↗ |
| 2025-06-01 | Lattimore Ray | Director | A-Award | A | Common Stock | 485 | 0.00 | — | 3,120 | D | ↗ |
| 2025-06-01 | JOHNSTONE RUDOLPH G III | Director | A-Award | A | Common Stock | 485 | 0.00 | — | 30,366 | D | ↗ |
| 2025-06-01 | HOOPER TECUMSEH JR | Director | A-Award | A | Common Stock | 485 | 0.00 | — | 42,882 | D | ↗ |
| 2025-06-01 | Grayson-Caprio Terry | Director | A-Award | A | Common Stock | 485 | 0.00 | — | 3,885 | D | ↗ |
| 2025-06-01 | Goss Darrin Sr. | Director | — | — | Common Stock | 0 | 0.00 | — | 485 | D | ↗ |
| 2025-06-01 | ELLISON DAVID G | Director | A-Award | A | Common Stock | 485 | 0.00 | — | 50,361 | D | ↗ |
| 2025-06-01 | ELLEFSON ANNE S | Director | A-Award | A | Common Stock | 485 | 0.00 | — | 7,197 | D | ↗ |
| 2025-06-01 | Cluverius Jennifer S | Director | — | — | Common Stock | 0 | 0.00 | — | 485 | D | ↗ |
| 2025-06-01 | CUBBAGE LEIGHTON M | Director | A-Award | A | Common Stock | 485 | 0.00 | — | 52,288 | D | ↗ |
| 2025-06-01 | COTHRAN MARK A | Director | A-Award | A | Common Stock | 485 | 0.00 | — | 100,076 | D | ↗ |
| 2025-06-01 | CAJKA ANDREW B JR | Director | A-Award | A | Common Stock | 485 | 0.00 | — | 12,386 | D | ↗ |
| 2025-05-27 | SEAVER R ARTHUR JR | Director / Officer | A-Award | A | Common Stock | 10,000 | 23.00 | 230.0K | 107,654 | D | ↗ |
| 2025-05-14 | Maner William IV | Director | P-Purchase | A | Common Stock | 700 | 36.15 | 25.3K | 2,700 | D | ↗ |
| 2025-02-10 | Locke Anna T | Director | P-Purchase | A | Common Stock | 360 | 37.01 | 13.3K | 2,582 | D | ↗ |
| 2025-02-01 | Zych Christian J | Officer | A-Award | A | Common Stock | 2,100 | 0.00 | — | 4,100 | D | ↗ |
| 2025-02-01 | SEAVER R ARTHUR JR | Officer | A-Award | A | Common Stock | 5,560 | 0.00 | — | 97,654 | D | ↗ |
| 2025-02-01 | King Silvia T | Officer | A-Award | A | Common Stock | 800 | 0.00 | — | 3,559 | D | ↗ |
| 2025-02-01 | Hurst Calvin C | Officer | A-Award | A | Common Stock | 3,850 | 0.00 | — | 14,992 | D | ↗ |
| 2025-02-01 | Aiken William M. III | Officer | A-Award | A | Common Stock | 2,150 | 0.00 | — | 13,819 | D | ↗ |
| 2025-01-24 | SEAVER R ARTHUR JR | Director / Officer | F-InKind | D | Common Stock | 1,376 | 36.58 | 50.3K | 92,094 | D | ↗ |
| 2025-01-24 | King Silvia T | Officer | F-InKind | D | Common Stock | 224 | 36.58 | 8.2K | 2,759 | D | ↗ |
| 2025-01-24 | Hurst Calvin C | Officer | F-InKind | D | Common Stock | 853 | 36.58 | 31.2K | 11,142 | D | ↗ |
| 2025-01-24 | Fairchild Julie Ann | Officer | F-InKind | D | Common Stock | 45 | 36.58 | 1.6K | 5,795 | D | ↗ |
| 2025-01-09 | SEAVER R ARTHUR JR | Director / Officer | M-Exempt | D | Stock Options (right to buy) | 10,000 | 16.78 | 167.8K | 59,000 | D | ↗ |
| 2024-12-18 | Grayson-Caprio Terry | Director | P-Purchase | A | Common stock | 160 | 42.47 | 6.8K | 3,400 | I | ↗ |
| 2024-11-25 | Fairchild Julie Ann | Officer | M-Exempt | D | Stock Options (right to buy) | 1,500 | 16.78 | 25.2K | 7,500 | D | ↗ |
| 2024-10-14 | Fairchild Julie Ann | Officer | A-Award | A | Common Stock | 1,000 | 35.72 | 35.7K | 5,340 | D | ↗ |
| 2024-09-17 | CUBBAGE LEIGHTON M | Director | S-Sale | D | Common Stock | 500 | 33.75 | 16.9K | 52,303 | — | ↗ |
| 2024-09-16 | CUBBAGE LEIGHTON M | Director | S-Sale | D | Common Stock | 15 | 33.75 | 506.19 | 56,803 | — | ↗ |
| 2024-09-13 | CUBBAGE LEIGHTON M | Director | S-Sale | D | Common Stock | 1,000 | 31.36 | 31.4K | 57,818 | — | ↗ |
| 2024-09-12 | CUBBAGE LEIGHTON M | Director | S-Sale | D | Common Stock | 744 | 31.15 | 23.2K | 59,818 | — | ↗ |
| 2024-09-09 | CUBBAGE LEIGHTON M | Director | S-Sale | D | Common Stock | 1,290 | 31.02 | 40.0K | 60,562 | — | ↗ |
| 2024-05-21 | Zych Christian J | Officer | A-Award | A | Common Stock | 2,000 | 29.20 | 58.4K | 2,000 | — | ↗ |
| 2024-05-21 | CUBBAGE LEIGHTON M | Director | S-Sale | D | Common Stock | 812 | 29.11 | 23.6K | 61,852 | — | ↗ |
| 2024-05-15 | CUBBAGE LEIGHTON M | Director | S-Sale | D | Common Stock | 1,771 | 27.34 | 48.4K | 62,664 | — | ↗ |
| 2024-05-10 | CUBBAGE LEIGHTON M | Director | S-Sale | D | Common Stock | 894 | 27.71 | 24.8K | 64,435 | — | ↗ |
| 2024-05-09 | CUBBAGE LEIGHTON M | Director | S-Sale | D | Common Stock | 780 | 27.50 | 21.5K | 66,152 | — | ↗ |
| 2024-05-06 | Zych Christian J | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-04-24 | ELLEFSON ANNE S | Director | S-Sale | D | Common Stock | 600 | 28.00 | 16.8K | 6,712 | — | ↗ |
| 2024-03-22 | COTHRAN MARK A | Director | G-Gift | D | Common Stock | 1,100 | 30.70 | 33.8K | 100,691 | — | ↗ |
| 2024-03-21 | SEAVER R ARTHUR JR | Director / Officer | S-Sale | D | Common Stock | 996 | 31.25 | 31.1K | 83,470 | — | ↗ |
| 2024-03-20 | SEAVER R ARTHUR JR | Director / Officer | S-Sale | D | Common Stock | 1,000 | 31.29 | 31.3K | 87,733 | — | ↗ |
| 2024-03-19 | SEAVER R ARTHUR JR | Director / Officer | S-Sale | D | Common Stock | 17 | 31.00 | 527.00 | 88,733 | — | ↗ |
| 2024-03-15 | SEAVER R ARTHUR JR | Director / Officer | S-Sale | D | Common Stock | 2,091 | 31.00 | 64.8K | 88,750 | — | ↗ |
| 2024-03-14 | SEAVER R ARTHUR JR | Director / Officer | S-Sale | D | Common Stock | 130 | 31.37 | 4.1K | 93,314 | — | ↗ |
| 2024-03-13 | Locke Anna T | Director | P-Purchase | A | Common Stock | 90 | 32.40 | 2.9K | 2,222 | — | ↗ |
| 2024-01-18 | SEAVER R ARTHUR JR | Director / Officer | A-Award | A | Common Stock | 10,000 | 13.43 | 134.3K | 93,470 | — | ↗ |
| 2024-01-16 | SEAVER R ARTHUR JR | Director / Officer | A-Award | A | Common Stock | 8,326 | 37.11 | 309.0K | 83,470 | — | ↗ |
| 2024-01-16 | King Silvia T | Officer | A-Award | A | Common Stock | 1,283 | 0.00 | — | 2,983 | — | ↗ |
| 2024-01-16 | Hurst Calvin C | Officer | A-Award | A | Common Stock | 4,995 | 0.00 | — | 11,995 | — | ↗ |
| 2024-01-16 | Borrmann David Andrew | Officer | A-Award | A | Common Stock | 2,000 | 0.00 | — | 13,500 | — | ↗ |
| 2024-01-16 | Aiken William M. III | Officer | A-Award | A | Common Stock | 3,469 | 0.00 | — | 11,669 | — | ↗ |
| 2023-12-21 | COTHRAN MARK A | Director | G-Gift | D | Common Stock | 950 | 34.63 | 32.9K | 102,741 | — | ↗ |
| 2023-12-20 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 200 | 34.50 | 6.9K | 49,876 | — | ↗ |
| 2023-11-22 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 200 | 29.25 | 5.9K | 49,676 | — | ↗ |
| 2023-10-31 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 200 | 27.00 | 5.4K | 49,476 | — | ↗ |
| 2023-10-26 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 200 | 27.21 | 5.4K | 49,276 | — | ↗ |
| 2023-10-25 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 250 | 25.49 | 6.4K | 49,076 | — | ↗ |
| 2023-09-19 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 150 | 26.96 | 4.0K | 48,826 | — | ↗ |
| 2023-08-09 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 150 | 29.35 | 4.4K | 48,676 | — | ↗ |
| 2023-08-02 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 100 | 29.42 | 2.9K | 48,526 | — | ↗ |
| 2023-08-01 | Locke Anna T | Director | P-Purchase | A | Common Stock | 1,300 | 30.40 | 39.5K | 2,132 | — | ↗ |
| 2023-07-28 | Borrmann David Andrew | Officer | P-Purchase | A | Common Stock | 1,900 | 29.50 | 56.1K | 11,500 | — | ↗ |
| 2023-06-23 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 100 | 25.00 | 2.5K | 48,426 | — | ↗ |
| 2023-06-22 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 23 | 25.58 | 588.34 | 48,326 | — | ↗ |
| 2023-06-21 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 300 | 25.40 | 7.6K | 48,026 | — | ↗ |
| 2023-06-20 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 100 | 25.83 | 2.6K | 47,726 | — | ↗ |
| 2023-06-06 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 200 | 26.71 | 5.3K | 47,626 | — | ↗ |
| 2023-06-05 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 200 | 25.00 | 5.0K | 47,426 | — | ↗ |
| 2023-06-01 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 200 | 23.90 | 4.8K | 47,226 | — | ↗ |
| 2023-05-31 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 250 | 23.12 | 5.8K | 47,026 | — | ↗ |
| 2023-05-25 | King Silvia T | Officer | P-Purchase | A | Common Stock | 500 | 24.16 | 12.1K | 1,700 | — | ↗ |
| 2023-05-22 | Borrmann David Andrew | Officer | P-Purchase | A | Common Stock | 500 | 23.25 | 11.6K | 9,600 | — | ↗ |
| 2023-05-17 | Locke Anna T | Director | P-Purchase | A | Common Stock | 115 | 23.90 | 2.7K | 832 | — | ↗ |
| 2023-05-16 | HOOPER TECUMSEH JR | Director | P-Purchase | A | Common Stock | 1,100 | 22.79 | 25.1K | 42,397 | — | ↗ |
| 2023-05-16 | Borrmann David Andrew | Officer | P-Purchase | A | Common Stock | 33 | 22.60 | 745.80 | 8,933 | — | ↗ |
| 2023-05-15 | Dowling Michael D | — | A-Award | A | Common Stock | 10,000 | 16.78 | 167.8K | 50,870 | — | ↗ |
| 2023-05-09 | Borrmann David Andrew | Officer | P-Purchase | A | Common Stock | 155 | 22.70 | 3.5K | 8,900 | — | ↗ |
| 2023-05-08 | SEAVER R ARTHUR JR | Director / Officer | P-Purchase | A | Common Stock | 253 | 22.50 | 5.7K | 75,144 | — | ↗ |
| 2023-05-08 | Hurst Calvin C | Officer | P-Purchase | A | Common Stock | 500 | 22.06 | 11.0K | 7,000 | — | ↗ |
| 2023-05-05 | COTHRAN MARK A | Director | P-Purchase | A | Common Stock | 25 | 22.53 | 563.25 | 103,671 | — | ↗ |
| 2023-05-05 | Aiken William M. III | Officer | P-Purchase | A | Common Stock | 400 | 22.52 | 9.0K | 8,200 | — | ↗ |
| 2023-05-04 | Grayson-Caprio Terry | Director | P-Purchase | A | Common Stock | 1,000 | 21.16 | 21.2K | 3,240 | — | ↗ |
| 2023-05-04 | Borrmann David Andrew | Officer | P-Purchase | A | Common Stock | 200 | 21.45 | 4.3K | 8,700 | — | ↗ |
| 2023-05-01 | Borrmann David Andrew | Officer | P-Purchase | A | Common Stock | 1,000 | 27.20 | 27.2K | 8,500 | — | ↗ |
| 2023-04-28 | Borrmann David Andrew | Officer | P-Purchase | A | Common Stock | 10 | 27.35 | 273.50 | 5,459 | — | ↗ |
| 2023-04-18 | Borrmann David Andrew | Officer | A-Award | A | Common Stock | 1,500 | 0.00 | — | 1,500 | — | ↗ |
| 2023-04-17 | Borrmann David Andrew | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-14 | ELLEFSON ANNE S | Director | P-Purchase | A | Common Stock | 250 | 32.50 | 8.1K | 7,312 | — | ↗ |
| 2023-03-13 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 500 | 33.69 | 16.8K | 46,776 | — | ↗ |
| 2023-03-10 | ELLEFSON ANNE S | Director | P-Purchase | A | Common Stock | 250 | 36.50 | 9.1K | 6,812 | — | ↗ |
| 2023-03-10 | Aiken William M. III | Officer | P-Purchase | A | Common Stock | 1,000 | 38.21 | 38.2K | 7,800 | — | ↗ |
| 2023-02-22 | Locke Anna T | Director | P-Purchase | A | Common Stock | 675 | 40.70 | 27.5K | 717 | — | ↗ |
| 2023-02-06 | Lattimore Ray | Director | P-Purchase | A | Common Stock | 128 | 41.96 | 5.4K | 2,635 | — | ↗ |
| 2023-02-02 | Lattimore Ray | Director | P-Purchase | A | Common Stock | 2,119 | 41.96 | 88.9K | 2,507 | — | ↗ |
| 2023-01-30 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 1,000 | 40.79 | 40.8K | 44,776 | — | ↗ |
| 2023-01-17 | SEAVER R ARTHUR JR | Officer | A-Award | A | Common Stock | 3,000 | 0.00 | — | 74,891 | — | ↗ |
| 2023-01-17 | King Silvia T | Officer | A-Award | A | Common Stock | 600 | 0.00 | — | 1,200 | — | ↗ |
| 2023-01-17 | Hurst Calvin C | Officer | A-Award | A | Common Stock | 2,000 | 0.00 | — | 6,500 | — | ↗ |
| 2023-01-17 | Dowling Michael D | Officer | A-Award | A | Common Stock | 2,000 | 0.00 | — | 40,870 | — | ↗ |
| 2023-01-17 | Aiken William M. III | Officer | A-Award | A | Common Stock | 2,000 | 0.00 | — | 6,800 | — | ↗ |
| 2022-12-31 | SEAVER R ARTHUR JR | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-22 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 100 | 45.01 | 4.5K | 41,776 | — | ↗ |
| 2022-12-21 | Dowling Michael D | Officer | G-Gift | D | Common Stock | 300 | 45.40 | 13.6K | 38,870 | — | ↗ |
| 2022-12-20 | ELLISON DAVID G | Director | A-Award | A | Common Stock | 7 | 43.75 | 306.25 | 41,676 | — | ↗ |
| 2022-12-19 | Lattimore Ray | Director | A-Award | A | Common Stock | 233 | 43.75 | 10.2K | 388 | — | ↗ |
| 2022-09-21 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 1,000 | 43.20 | 43.2K | 41,668 | — | ↗ |
| 2022-09-06 | Maner William IV | Director | P-Purchase | A | Common Stock | 575 | 42.75 | 24.6K | 2,000 | — | ↗ |
| 2022-08-01 | Grayson-Caprio Terry | Director | P-Purchase | A | Common Stock | 500 | 43.65 | 21.8K | 2,240 | — | ↗ |
| 2022-07-01 | ORDERS JAMES B III | Director | W-Will | A | Common Stock | 8,045 | 0.00 | — | 57,007 | — | ↗ |
| 2022-06-17 | King Silvia T | Officer | M-Exempt | A | Stock Options (right to buy) | 1,875 | 32.32 | 60.6K | 6,125 | — | ↗ |
| 2022-06-06 | Aiken William M. III | Officer | A-Award | A | Common Stock | 100 | 45.94 | 4.6K | 4,795 | — | ↗ |
| 2022-06-03 | Dowling Michael D | Officer | G-Gift | D | Common Stock | 360 | 45.23 | 16.3K | 39,170 | — | ↗ |
| 2022-05-16 | Maner William IV | Director | P-Purchase | A | Common Stock | 1,000 | 42.50 | 42.5K | 1,425 | — | ↗ |
| 2022-05-16 | Grayson-Caprio Terry | Director | P-Purchase | A | Common Stock | 500 | 42.66 | 21.3K | 740 | — | ↗ |
| 2022-05-09 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 250 | 44.57 | 11.1K | 40,668 | — | ↗ |
| 2022-03-15 | Aiken William M. III | Officer | — | D | Common Stock | 0 | 0.00 | — | 3,800 | — | ↗ |
| 2022-02-07 | ORDERS JAMES B III | Director | W-Will | A | Common Stock | 2,965 | 0.00 | — | 48,962 | — | ↗ |
| 2022-01-19 | Fairchild Julie Ann | Officer | — | — | Stock Options (right to buy) | 1,500 | 39.45 | 59.2K | 0 | D | ↗ |
| 2022-01-19 | Aiken William M. III | Officer | — | D | Stock Options (right to buy) | 2,500 | 39.45 | 98.6K | 0 | — | ↗ |
| 2022-01-18 | Hurst Calvin C | Officer | A-Award | A | Common Stock | 1,500 | 0.00 | — | 4,500 | — | ↗ |
| 2022-01-18 | Dowling Michael D | Officer | A-Award | A | Common Stock | 1,500 | 0.00 | — | 39,530 | — | ↗ |
| 2021-12-23 | ELLISON DAVID G | Director | P-Purchase | A | Common Stock | 300 | 63.26 | 19.0K | 40,418 | — | ↗ |
| 2021-12-21 | ELLISON DAVID G | Director | G-Gift | D | Common Stock | 750 | 61.44 | 46.1K | 40,118 | — | ↗ |
| 2021-12-13 | Grayson-Caprio Terry | Director | P-Purchase | A | Common Stock | 100 | 59.67 | 6.0K | 240 | — | ↗ |
| 2021-11-22 | ELLISON DAVID G | Director | G-Gift | D | Common Stock | 0 | 0.00 | — | 40,868 | — | ↗ |
| 2021-11-08 | Dowling Michael D | Officer | G-Gift | D | Common Stock | 350 | 62.00 | 21.7K | 38,380 | — | ↗ |
| 2021-11-05 | Dowling Michael D | Officer | S-Sale | D | Common Stock | 1,500 | 57.40 | 86.1K | 38,380 | — | ↗ |
| 2021-10-29 | CUBBAGE LEIGHTON M | Director | S-Sale | D | Common Stock | 28 | 52.93 | 1.5K | 69,553 | — | ↗ |
| 2021-09-15 | JOHNSTONE RUDOLPH G III | Director | S-Sale | D | Common Stock | 1,000 | 50.25 | 50.3K | 29,881 | — | ↗ |
| 2021-09-14 | JOHNSTONE RUDOLPH G III | Director | S-Sale | D | Common Stock | 2,000 | 50.25 | 100.5K | 30,881 | — | ↗ |
| 2021-08-18 | Aiken William M. III | Officer | — | D | Stock Options (right to buy) | 3,000 | 25.49 | 76.5K | 0 | — | ↗ |
| 2021-06-01 | Maner William IV | Director | — | D | Common Stock | 0 | 0.00 | — | 425 | — | ↗ |
| 2021-06-01 | Lattimore Ray | Director | — | D | Common Stock | 0 | 0.00 | — | 155 | — | ↗ |
| 2021-06-01 | Grayson-Caprio Terry | Director | — | I | Common Stock | 0 | 0.00 | — | 140 | — | ↗ |
| 2021-05-19 | Hurst Calvin C | Officer | — | D | Stock Options (right to buy) | 8,000 | 25.10 | 200.8K | 0 | — | ↗ |
| 2021-05-06 | Dowling Michael D | Officer | G-Gift | D | Common Stock | 170 | 53.61 | 9.1K | 40,380 | — | ↗ |
| 2021-05-05 | Dowling Michael D | Officer | G-Gift | D | Common Stock | 100 | 52.96 | 5.3K | 40,550 | — | ↗ |
| 2021-05-03 | SEAVER R ARTHUR JR | Director / Officer | D-Return | D | Stock Options (right to buy) | 11,000 | 8.68 | 95.5K | 79,000 | — | ↗ |
| 2021-03-22 | SEAVER R ARTHUR JR | Director / Officer | G-Gift | D | Common Stock | 20,000 | 50.00 | 1.00M | 58,891 | — | ↗ |
| 2021-03-17 | ELLISON DAVID G | Director | G-Gift | D | Common Stock | 2,585 | 51.51 | 133.2K | 40,868 | — | ↗ |
| 2021-03-12 | SEAVER R ARTHUR JR | Director / Officer | S-Sale | D | Common Stock | 150 | 54.54 | 8.2K | 79,793 | — | ↗ |
| 2021-03-05 | ELLEFSON ANNE S | Director | S-Sale | D | Common Stock | 1,250 | 46.75 | 58.4K | 7,498 | — | ↗ |
| 2021-03-04 | ELLEFSON ANNE S | Director | S-Sale | D | Common Stock | 500 | 47.25 | 23.6K | 9,748 | — | ↗ |
| 2021-02-26 | Dowling Michael D | Officer | S-Sale | D | Common Stock | 2,000 | 45.01 | 90.0K | 40,650 | — | ↗ |
| 2021-02-01 | ELLEFSON ANNE S | Director | S-Sale | D | Common Stock | 250 | 40.05 | 10.0K | 9,295 | — | ↗ |
| 2021-01-21 | King Silvia T | Officer | — | D | Stock Options (right to buy) | 1,500 | 42.72 | 64.1K | 0 | — | ↗ |
| 2021-01-21 | Hurst Calvin C | Officer | — | D | Stock Options (right to buy) | 4,000 | 42.72 | 170.9K | 0 | — | ↗ |
| 2021-01-21 | Fairchild Julie Ann | Officer | — | — | Stock Options (right to buy) | 1,000 | 42.72 | 42.7K | 0 | D | ↗ |
| 2021-01-19 | SEAVER R ARTHUR JR | Director / Officer | A-Award | A | Common Stock | 2,000 | 0.00 | — | 78,891 | — | ↗ |
| 2021-01-19 | King Silvia T | Officer | A-Award | A | Stock Options (right to buy) | 2,000 | 39.45 | 78.9K | 8,000 | — | ↗ |
| 2021-01-19 | Hurst Calvin C | Officer | A-Award | A | Common Stock | 1,000 | 0.00 | — | 3,000 | — | ↗ |
| 2021-01-19 | Dowling Michael D | Officer | A-Award | A | Stock Options (right to buy) | 10,000 | 39.45 | 394.5K | 72,000 | — | ↗ |
| 2020-12-31 | ELLEFSON ANNE S | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-12-17 | CUBBAGE LEIGHTON M | Director | S-Sale | D | Common stock | 1,620 | 35.00 | 56.7K | 69,581 | — | ↗ |
| 2020-12-09 | Dowling Michael D | Officer | S-Sale | D | Common Stock | 2,500 | 35.00 | 87.5K | 42,650 | — | ↗ |
| 2020-12-08 | Dowling Michael D | Officer | G-Gift | D | Common Stock | 300 | 34.84 | 10.5K | 45,150 | — | ↗ |
| 2020-11-25 | ELLEFSON ANNE S | Director | S-Sale | D | Common stock | 500 | 32.75 | 16.4K | 11,545 | — | ↗ |
| 2020-11-13 | SEAVER R ARTHUR JR | Director / Officer | S-Sale | D | Common Stock | 100 | 30.55 | 3.1K | 78,791 | — | ↗ |
| 2020-11-12 | SEAVER R ARTHUR JR | Director / Officer | S-Sale | D | Common Stock | 3,989 | 30.00 | 119.7K | 76,994 | — | ↗ |
| 2020-11-10 | ELLEFSON ANNE S | Director | S-Sale | D | Common stock | 300 | 31.56 | 9.5K | 12,245 | — | ↗ |
| 2020-09-21 | CUBBAGE LEIGHTON M | Director | S-Sale | D | Common Stock | 2,300 | 25.10 | 57.7K | 71,201 | — | ↗ |
| 2020-09-15 | Hurst Calvin C | Officer | — | D | Common Stock | 0 | 0.00 | — | 2,000 | — | ↗ |
| 2020-09-03 | Dowling Michael D | Officer | G-Gift | D | Common Stock | 100 | 26.24 | 2.6K | 45,450 | — | ↗ |
| 2020-06-26 | Dowling Michael D | Officer | G-Gift | D | Common Stock | 40 | 26.22 | 1.0K | 45,550 | — | ↗ |
| 2020-06-18 | Dowling Michael D | Officer | G-Gift | D | Common Stock | 220 | 27.46 | 6.0K | 45,590 | — | ↗ |
| 2020-06-16 | CUBBAGE LEIGHTON M | Director | S-Sale | D | Common Stock | 1,985 | 28.38 | 56.3K | 73,501 | — | ↗ |
| 2020-05-27 | CUBBAGE LEIGHTON M | Director | S-Sale | D | Common Stock | 1,546 | 29.05 | 44.9K | 75,486 | — | ↗ |
| 2020-05-19 | Dowling Michael D | Officer | A-Award | A | Stock Options (right to buy) | 10,000 | 25.10 | 251.0K | 62,000 | — | ↗ |
| 2020-04-16 | Hurst Calvin C | Officer | — | D | Stock Options (right to buy) | 4,000 | 35.35 | 141.4K | 0 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | R. Arthur Seaver, Jr. Chief Executive Officer | 515.0K | 150.0K | 204.6K | — | — | 277.2K | 1.15M | 17.84% | ↗ |
| 2 | 2025 | Calvin C. Hurst President | 365.7K | 135.0K | 141.7K | — | — | 55.6K | 697.9K | 20.30% | ↗ |
| 3 | 2025 | Christian J. Zych Chief Financial Officer | 319.3K | 100.0K | 77.3K | — | — | 43.0K | 539.6K | 14.32% | ↗ |
| 4 | 2025 | Wesley C. Wilbanks Chief Credit Officer | 235.0K | 65.0K | 36.8K | — | — | 28.7K | 365.5K | 10.07% | ↗ |
| 5 | 2025 | Julie A. Fairchild Chief Accounting Officer | 206.0K | 52.0K | — | — | — | 54.2K | 312.2K | 0.00% | ↗ |
| 6 | 2025 | William M. Aiken, III Chief Risk Officer | 67.5K | — | 79.1K | — | — | 5.5K | 152.1K | 52.04% | ↗ |
| 7 | 2024 | R. Arthur Seaver, Jr. Chief Executive Officer | 515.0K | 135.0K | 309.0K | — | — | 182.5K | 1.14M | 27.07% | ↗ |
| 8 | 2024 | Calvin C. Hurst President | 355.0K | 125.0K | 185.4K | — | — | 53.6K | 719.0K | 25.78% | ↗ |
| 9 | 2024 | William M. Aiken, III Chief Risk Officer | 265.0K | 85.0K | 128.7K | — | — | 30.1K | 508.8K | 25.30% | ↗ |
| 10 | 2024 | Christian J. Zych Chief Financial Officer | 203.0K | 80.0K | 58.4K | — | — | 19.5K | 360.9K | 16.18% | ↗ |
| 11 | 2024 | Julie A. Fairchild Chief Accounting Officer | 188.0K | 40.0K | 54.3K | — | — | 38.8K | 321.1K | 16.90% | ↗ |
| 12 | 2024 | D. Andrew Borrmann Chief Financial Officer | 79.0K | — | 74.2K | — | — | 9.7K | 163.0K | 45.55% | ↗ |
| 13 | 2023 | R. Arthur Seaver, Jr. Chief Executive Officer | 515.0K | 90.0K | 130.4K | — | — | 70.0K | 805.3K | 16.19% | ↗ |
| 14 | 2023 | Calvin C. Hurst President | 309.0K | 100.0K | 86.9K | — | — | 45.7K | 541.6K | 16.05% | ↗ |
| 15 | 2023 | William M. Aiken, III Chief Risk Officer | 257.5K | 70.0K | 86.9K | — | — | 30.3K | 444.7K | 19.54% | ↗ |
| 16 | 2023 | D. Andrew Borrmann Chief Financial Officer | 219.5K | 105.0K | 43.9K | — | — | 13.3K | 381.7K | 11.50% | ↗ |
| 17 | 2023 | Silvia T. King Chief Human Resource Officer | 190.5K | 35.0K | 26.1K | — | — | 30.9K | 282.5K | 9.23% | ↗ |
| 18 | 2023 | Michael D. Dowling Chief Operating Officer and Chief Financial Officer | 45.0K | — | 86.9K | — | — | 34.8K | 166.7K | 52.13% | ↗ |
| 19 | 2022 | R. Arthur Seaver, Jr. Chief Executive Officer | 510.0K | 175.0K | 122.3K | — | — | 123.3K | 930.6K | 13.14% | ↗ |
| 20 | 2022 | Michael D. Dowling Chief Operating Officer and Chief Financial Officer | 354.0K | 155.0K | 91.7K | — | — | 64.8K | 665.5K | 13.78% | ↗ |
| 21 | 2022 | Calvin C. Hurst President | 300.0K | 155.0K | 91.7K | — | — | 56.0K | 602.7K | 15.22% | ↗ |
| 22 | 2022 | William M. Aiken, III Chief Risk Officer | 250.0K | 89.7K | 61.1K | — | — | 30.8K | 431.6K | 14.17% | ↗ |
| 23 | 2022 | Silvia T. King Chief Human Resource Officer | 185.0K | 55.0K | 36.7K | — | — | 35.6K | 312.3K | 11.75% | ↗ |
| 24 | 2021 | R. Arthur Seaver, Jr. Chief Executive Officer | 495.0K | 170.0K | 78.9K | 239.3K | — | 296.2K | 1.28M | 24.87% | ↗ |
| 25 | 2021 | Michael D. Dowling Chief Operating Officer and Chief Financial Officer | 340.0K | 155.0K | 59.2K | 159.6K | — | 140.1K | 853.8K | 25.62% | ↗ |
| 26 | 2021 | Calvin C. Hurst President | 223.5K | 140.0K | 39.5K | 127.6K | — | 63.6K | 594.2K | 28.12% | ↗ |
| 27 | 2021 | Calvin C. Hurst Chief Banking Officer | 223.5K | 140.0K | 39.5K | 127.6K | — | 63.6K | 594.2K | 28.12% | ↗ |
| 28 | 2021 | William M. Aiken, III Chief Risk Officer | 220.0K | 85.0K | — | 39.9K | — | 17.7K | 362.5K | 11.00% | ↗ |
| 29 | 2021 | Silvia T. King Chief Human Resource Officer | 175.0K | 52.3K | — | 31.9K | — | 44.0K | 303.2K | 10.53% | ↗ |
| 30 | 2020 | R. Arthur Seaver, Jr. Chief Executive Officer | 495.0K | 155.0K | 106.8K | 105.2K | — | 390.9K | 1.25M | 16.92% | ↗ |
| 31 | 2020 | Michael D. Dowling Chief Operating Officer and Chief Financial Officer | 340.0K | 145.0K | 85.4K | 148.4K | — | 160.7K | 879.6K | 26.59% | ↗ |
| 32 | 2020 | Calvin C. Hurst President | 223.5K | 110.0K | — | 108.2K | — | 61.0K | 502.7K | 21.53% | ↗ |
| 33 | 2020 | Calvin C. Hurst Chief Banking Officer | 223.5K | 110.0K | — | 108.2K | — | 61.0K | 502.7K | 21.53% | ↗ |
| 34 | 2020 | Silvia T. King Chief Human Resource Officer | 175.0K | 50.0K | — | 19.7K | — | 51.7K | 296.4K | 6.66% | ↗ |
| 35 | 2020 | F. Justin Strickland President | 141.1K | — | — | — | — | 33.0K | 174.1K | 0.00% | ↗ |
| 36 | 2019 | R. Arthur Seaver, Jr. Chief Executive Officer | 485.0K | 160.0K | 64.6K | 94.1K | — | 144.8K | 948.5K | 16.73% | ↗ |
| 37 | 2019 | F. Justin Strickland President | 370.0K | 30.0K | 64.6K | 94.1K | — | 127.2K | 685.9K | 23.14% | ↗ |
| 38 | 2019 | Michael D. Dowling Chief Operating Officer and Chief Financial Officer | 287.0K | 135.0K | 64.6K | 94.1K | — | 81.9K | 662.6K | 23.95% | ↗ |
| 39 | 2018 | R. Arthur Seaver, Jr. Chief Executive Officer | 475.0K | 157.8K | 107.0K | 132.7K | — | 171.8K | 1.04M | 22.95% | ↗ |
| 40 | 2018 | F. Justin Strickland President | 360.0K | 142.9K | 85.6K | 132.7K | — | 147.5K | 868.8K | 25.13% | ↗ |
| 41 | 2018 | Michael D. Dowling Chief Financial Officer | 275.0K | 119.9K | 85.6K | 132.7K | — | 86.2K | 699.4K | 31.22% | ↗ |
| 42 | 2018 | Michael D. Dowling Chief Operating Officer and Chief Financial Officer | 275.0K | 119.9K | 85.6K | 132.7K | — | 86.2K | 699.4K | 31.22% | ↗ |
| 43 | 2017 | R. Arthur Seaver, Jr. Chief Executive Officer | 460.0K | 125.0K | — | 142.5K | — | 199.1K | 926.5K | 15.37% | ↗ |
| 44 | 2017 | F. Justin Strickland President | 350.0K | 115.0K | — | 142.5K | — | 158.7K | 766.1K | 18.59% | ↗ |
| 45 | 2017 | Michael D. Dowling Chief Financial Officer | 250.0K | 110.0K | — | 142.5K | — | 87.7K | 590.2K | 24.14% | ↗ |
| 46 | 2017 | Michael D. Dowling Chief Operating Officer and Chief Financial Officer | 250.0K | 110.0K | — | 142.5K | — | 87.7K | 590.2K | 24.14% | ↗ |
| 47 | 2016 | R. Arthur Seaver, Jr. Chief Executive Officer | 450.0K | 100.0K | 115.0K | 109.7K | — | 141.2K | 915.9K | 24.53% | ↗ |
| 48 | 2016 | F. Justin Strickland President | 285.0K | 140.0K | 115.0K | 109.7K | — | 122.3K | 771.9K | 29.10% | ↗ |
| 49 | 2016 | Michael D. Dowling Chief Financial Officer | 235.0K | 100.0K | 115.0K | 109.7K | — | 72.9K | 632.6K | 35.51% | ↗ |
| 50 | 2015 | R. Arthur Seaver, Jr. Chief Executive Officer | 440.0K | 90.0K | — | 88.9K | — | 213.2K | 832.1K | 10.68% | ↗ |
| 51 | 2015 | F. Justin Strickland President | 275.0K | 130.0K | — | 88.9K | — | 166.7K | 660.6K | 13.46% | ↗ |
| 52 | 2015 | Michael D. Dowling Chief Financial Officer | 225.0K | 95.0K | — | 88.9K | — | 80.2K | 489.1K | 18.18% | ↗ |
| 53 | 2014 | R. Arthur Seaver, Jr. Chief Executive Officer | 430.0K | 80.0K | — | 71.3K | — | 88.7K | 670.0K | 10.64% | ↗ |
| 54 | 2014 | F. Justin Strickland President | 265.0K | 120.0K | — | 71.3K | — | 84.8K | 541.1K | 13.18% | ↗ |
| 55 | 2014 | Michael D. Dowling Chief Financial Officer | 210.0K | — | — | 71.3K | 85.0K | 66.3K | 432.6K | 16.48% | ↗ |
| 56 | 2013 | R. Arthur Seaver, Jr. Chief Executive Officer | 420.0K | 70.0K | 264.0K | 52.9K | — | 189.1K | 996.0K | 31.82% | ↗ |
| 57 | 2013 | F. Justin Strickland President | 255.0K | 110.0K | 264.0K | 52.9K | — | 142.6K | 824.5K | 38.43% | ↗ |
| 58 | 2013 | Frederick Gilmer, III Executive Vice President | 194.0K | — | — | 26.5K | 62.0K | 97.9K | 380.4K | 6.95% | ↗ |
| 59 | 2013 | Michael D. Dowling Chief Financial Officer | 200.0K | — | — | 52.9K | 75.0K | 50.0K | 377.9K | 14.00% | ↗ |
| 60 | 2012 | R. Arthur Seaver, Jr. Chief Executive Officer | 410.0K | 60.0K | 67.0K | 36.1K | — | 148.7K | 721.8K | 14.28% | ↗ |
| 61 | 2012 | F. Justin Strickland President | 240.0K | 100.0K | 43.7K | 54.2K | — | 110.3K | 548.2K | 17.85% | ↗ |
| 62 | 2012 | Frederick Gilmer, III Executive Vice President | 187.5K | — | — | 36.1K | 60.0K | 83.0K | 366.6K | 9.85% | ↗ |
| 63 | 2011 | R. Arthur Seaver, Jr. Chief Executive Officer | 342.0K | — | — | 35.1K | — | 154.3K | 531.4K | 6.61% | ↗ |
| 64 | 2011 | F. Justin Strickland President | 230.0K | 90.0K | — | 35.1K | — | 77.3K | 432.4K | 8.12% | ↗ |
| 65 | 2011 | Frederick Gilmer, III Executive Vice President | 175.0K | — | — | 35.1K | 55.0K | 64.3K | 329.4K | 10.66% | ↗ |
| 66 | 2010 | R. Arthur Seaver, Jr. Chief Executive Officer | 336.5K | — | — | 264.8K | — | 72.3K | 673.6K | 39.31% | ↗ |
| 67 | 2010 | F. Justin Strickland President | 225.0K | — | — | 33.1K | 80.0K | 65.6K | 403.7K | 8.20% | ↗ |
| 68 | 2010 | Frederick Gilmer, III Executive Vice President | 160.5K | — | — | 33.1K | 54.0K | 46.3K | 293.9K | 11.26% | ↗ |
| 69 | 2009 | R. Arthur Seaver, Jr. Chief Executive Officer | 328.5K | — | — | 21.2K | — | 65.7K | 415.4K | 5.09% | ↗ |
| 70 | 2009 | F. Justin Strickland President | 222.9K | 80.0K | — | 21.2K | — | 60.9K | 385.0K | 5.49% | ↗ |
| 71 | 2009 | James M. Austin, III Chief Financial Officer/ Executive Vice President | 170.6K | — | — | 14.1K | 57.6K | 88.3K | 330.6K | 4.27% | ↗ |
| 72 | 2009 | Frederick Gilmer, III Executive Vice President | 159.8K | — | — | 14.1K | 67.4K | 43.8K | 285.1K | 4.95% | ↗ |
| 73 | 2008 | R. Arthur Seaver, Jr. Chief Executive Officer | 238.8K | 100.0K | — | — | — | 53.5K | 392.2K | 0.00% | ↗ |
| 74 | 2008 | R. Arthur Seaver, Jr. Chief Executive Officer of the Company and the Bank | 238.8K | 100.0K | — | — | — | 53.5K | 392.2K | 0.00% | ↗ |
| 75 | 2008 | F. Justin Strickland President of the Company and the Bank | 197.9K | 85.0K | 13.5K | 19.5K | — | 38.3K | 354.2K | 9.31% | ↗ |
| 76 | 2008 | F. Justin Strickland President | 197.9K | 85.0K | — | 30.7K | — | 38.3K | 352.0K | 8.72% | ↗ |
| 77 | 2008 | James M. Austin, III Chief Financial Officer/ Executive Vice President | 165.3K | — | — | 15.4K | 42.5K | 64.9K | 288.0K | 5.33% | ↗ |
| 78 | 2008 | Fred Gilmer, III Executive Vice President of the Bank | 151.5K | — | — | 3.1K | 69.5K | 41.0K | 265.1K | 1.18% | ↗ |
| 79 | 2007 | R. Arthur Seaver, Jr. Chief Executive Officer of the Company and the Bank | 220.8K | 140.0K | — | — | — | 57.1K | 418.0K | 0.00% | ↗ |
| 80 | 2007 | F. Justin Strickland President of the Company and the Bank | 175.0K | — | 13.5K | 13.2K | 120.5K | 41.2K | 363.4K | 7.35% | ↗ |
| 81 | 2007 | Fred Gilmer, III Executive Vice President of the Bank | 139.0K | — | — | — | 96.4K | 39.9K | 275.3K | 0.00% | ↗ |
| 82 | 2006 | R. Arthur Seaver, Jr. Chief Executive Officer of the Company and the Bank | 171.2K | 130.0K | — | — | — | 33.3K | 334.5K | 0.00% | ↗ |
| 83 | 2006 | Fred Gilmer, III Executive Vice President of the Bank | 130.9K | — | — | — | 93.4K | 25.0K | 249.3K | 0.00% | ↗ |
| 84 | 2006 | James M. Austin, III Executive Vice President and Chief Financial Officer of the Company and the Bank | 149.6K | — | — | — | 64.0K | 29.7K | 243.3K | 0.00% | ↗ |
| 85 | 2006 | J. Edward Terrell Executive Vice President of the Bank | 137.3K | — | — | — | 55.6K | 28.6K | 221.4K | 0.00% | ↗ |
| 86 | 2006 | F. Justin Strickland President of the Company and the Bank | 28.5K | 55.0K | — | — | — | 3.2K | 86.7K | 0.00% | ↗ |
| 87 | 2005 | R. Arthur Seaver, Jr. President and Chief Executive Officer of the Company and the Bank | 160.9K | 120.0K | — | — | — | 14.9K | 295.8K | 0.00% | ↗ |
| 88 | 2005 | Fred Gilmer, III Executive Vice President of the Bank | 124.1K | 87.5K | — | — | — | 15.2K | 226.7K | 0.00% | ↗ |
| 89 | 2005 | James M. Austin, III Executive Vice President and Chief Financial Officer of the Company and the Bank | 144.6K | 51.5K | — | — | — | 15.2K | 211.2K | 0.00% | ↗ |
| 90 | 2005 | J. Edward Terrell Executive Vice President of the Bank | 132.4K | 36.9K | — | — | — | 9.1K | 178.3K | 0.00% | ↗ |
| 91 | 2004 | R. Arthur Seaver, Jr. President and Chief Executive Officer of the Company and the Bank | 154.1K | 104.0K | — | — | — | 13.3K | 271.4K | 0.00% | ↗ |
| 92 | 2004 | Fred Gilmer, III Executive Vice President of the Bank | 114.0K | 103.1K | — | 7.5K | — | 13.9K | 238.5K | 3.15% | ↗ |
| 93 | 2004 | James M. Austin, III Executive Vice President and Chief Financial Officer of the Company and the Bank | 133.5K | 65.3K | — | 7.5K | — | 13.0K | 219.3K | 3.42% | ↗ |
| 94 | 2004 | J. Edward Terrell Executive Vice President of the Bank | 125.0K | 66.6K | — | — | — | 7.4K | 199.0K | 0.00% | ↗ |
| 95 | 2003 | R. Arthur Seaver, Jr. President and Chief Executive Officer of the Company and the Bank | 148.7K | 81.0K | — | — | — | 12.1K | 241.9K | 0.00% | ↗ |
| 96 | 2003 | Fred Gilmer, III Executive Vice President of the Bank | 108.1K | 88.8K | — | 7.5K | — | 13.0K | 217.4K | 3.45% | ↗ |
| 97 | 2003 | James M. Austin, III Executive Vice President and Chief Financial Officer of the Company and the Bank | 123.2K | 50.5K | — | 7.5K | — | 13.0K | 194.2K | 3.86% | ↗ |
| 98 | 2003 | J. Edward Terrell Executive Vice President of the Bank | 10.4K | — | — | 15.0K | — | — | 25.4K | 59.02% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| R. Arthur Seaver Jr. | Chief Executive Officer & Director | 740.2K | male |
| Calvin C. Hurst | President & Chief Banking Officer | 543.9K | male |
| Chris Zych | Executive Vice President & Chief Financial Officer | 462.3K | male |
| Wesley C. Wilbanks | Executive VP & Chief Credit Officer of Southern First Bank | 328.7K | male |
| Julie A. Fairchild | Chief Accounting Officer & Principal Accounting Officer | 296.8K | female |
| Silvia T. King | Chief Human Resources Officer | 256.4K | female |
| Frederick Gilmer | Executive Vice President of Southern First Bank and Senior Lending Officer of Southern First Bank | 21.6K | male |
| Brandon Rich | Senior Vice President & Executive Director of Market Support | — | male |
| Carl Francois | Executive Director and SVP of BSA, Fraud & Compliance | — | male |
| Wes Wilbanks | Executive Vice President & Chief Credit Officer | — | male |
| Brian Kornahrens | Team Leader & SVP | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2020-06-29 | 2020-08-07 | William R. Timmons | SC04 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
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Community Opinion for SFST
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.

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