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Shore Bancshares, Inc. (SHBI)

USD22.99 +0.35 (+1.54%)
US NASDAQ Financial Services Banks - Regional
Address 18 East Dover Street 21601
Easton, MD, US
CEO James Burke
IPO 2001-04-09
CIK 1035092 ISIN US8251071051

Explore sections of this company profile

Description

Shore Bancshares, Inc. operates as a bank holding company for Shore United Bank, N.A. that provides various consumer and commercial banking products and services to individuals, businesses, and other organizations in the United States. The company offers checking, savings, overnight investment sweep, and money market accounts; and regular and IRA certificates of deposit, as well as certificate of deposit account registry service programs and cash management services. It also provides commercial loans, such as secured and unsecured loans, working capital loans, lines of credit, term loans, accounts receivable financing, real estate acquisition and development loans, construction loans, and letters of credit; residential real estate construction loans; residential mortgage loans; and loans to consumers, including home equity, automobile, installment, home improvement, and personal lines of credit, as well as other consumer financing products. In addition, the company offers trust, wealth management, and financial planning services; treasury management services, such as merchant card processing, remote deposit capture, and ACH origination, as well as telephone, mobile, and Internet banking services; safe deposit boxes; debit and credit cards; and automatic teller machine services. Shore Bancshares, Inc. was founded in 1876 and is headquartered in Easton, Maryland.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Midstate 2004-01-16 View
Severn Bancorp, Inc. SVBI 2021-08-26 View
The Community Financial Corporation TCFC 2023-04-14 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD22.99 +0.35 (+1.54%)
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Volume Profile
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Liquidity & share structure
Average Volume
233.1K
Beta
0.84
Float Shares
30.43M
Free Float %
91.0%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (6 ratings, all time) Buy
Price Targets & DCF
Current price
22.99
Low 18.50 -19.5%
Consensus 18.75 -18.4%
Median 18.75 -18.4%
High 19.00 -17.3%
DCF (Unlevered) 38.54 +67.7%
DCF (Levered) 33.10 +44.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 60% Bullish
Rating 2026-04 Change
Strong Buy 2 0
Buy 1 0
Hold 2 +1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
18.75
-18.4%
All Time 2
18.75
-18.4%
Quality scores
Altman Z-Score
0.23
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
  • Revenue growth
    +5.0% Q1'26: +3.1% (vs Q1'25)
  • EPS growth
    +34.9% Q1'26: +24.4% (vs Q1'25)
  • FCF margin
    Q1'26: -45.5% (vs Q1'25)
  • EBIT margin
    Q1'26: +26.5% (vs Q1'25)
  • ROIC
    Q1'26: +12.0% (vs Q1'25)
  • Share dilution
    +0.2% Q1'26: +0.2% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 0.12× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.84) × ERP
WACC = 85% × Ke + 15% × Kd (105.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 38.54 Current price: 22.99
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2008
actual
Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
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
2 Rev. Ana.
3 EPS Ana.
Dec 2027
2 Rev. Ana.
3 EPS Ana.
Revenue
82.20M
est: 62.70M (+31.1%)
78.33M
est: 145.50M (-46.2%)
71.93M
est: 50.02M (+43.8%)
66.90M
est: 74.69M (-10.4%)
59.73M
est: 58.14M (+2.7%)
56.40M
est: 32.46M (+73.7%)
53.48M
est: 50.69M (+5.5%)
53.66M
est: 51.05M (+5.1%)
56.76M
est: 54.89M (+3.4%)
55.63M
est: 63.49M (-12.4%)
64.40M
est: 69.90M (-7.9%)
69.79M
est: 60.19M (+15.9%)
70.43M
est: 62.14M (+13.3%)
83.67M
est: 76.99M (+8.7%)
136.93M
est: 125.27M (+9.3%)
238.42M
est: 167.59M (+42.3%)
326.49M
est: 200.70M (+62.7%)
342.72M
est: 223.68M (+53.2%)
241.72M
240.04M – 243.40M
+8.1% YoY
257.24M
253.00M – 261.48M
+6.4% YoY
EBITDA
20.35M
est: 42.68M (-52.3%)
13.57M
est: 35.94M (-62.3%)
246.0K
est: 27.89M (-99.1%)
786.0K
est: 18.10M (-95.7%)
-13.56M
est: -31.30M (+56.7%)
-13.74M
est: -329.63M (+95.8%)
10.42M
est: 14.67M (-28.9%)
13.95M
est: 15.59M (-10.5%)
18.35M
est: 19.60M (-6.4%)
19.61M
est: 24.40M (-19.6%)
23.44M
est: 40.93M (-42.7%)
24.29M
est: 34.00M (-28.6%)
23.52M
est: 24.30M (-3.2%)
24.27M
est: 25.84M (-6.1%)
48.00M
est: 29.64M (+62.0%)
25.12M
est: 40.38M (-37.8%)
74.74M
est: 48.36M (+54.6%)
78.77M
est: 53.90M (+46.2%)
58.24M
57.84M – 58.65M
+8.1% YoY
61.98M
60.96M – 63.00M
+6.4% YoY
EBIT
18.56M
est: 13.78M (+34.7%)
11.69M
est: 31.98M (-63.5%)
-2.16M
est: 10.99M (-119.6%)
-1.56M
est: 16.42M (-109.5%)
-16.20M
est: 12.78M (-226.8%)
-16.14M
est: 7.14M (-326.1%)
8.11M
est: 11.14M (-27.2%)
11.52M
est: 11.22M (+2.6%)
15.90M
est: 12.06M (+31.8%)
17.96M
est: 13.96M (+28.7%)
21.14M
est: 15.36M (+37.6%)
21.89M
est: 13.23M (+65.5%)
21.05M
est: 13.66M (+54.1%)
21.18M
est: 16.92M (+25.2%)
42.14M
est: 27.54M (+53.0%)
14.18M
est: 34.51M (-58.9%)
58.70M
est: 41.33M (+42.0%)
78.66M
est: 46.07M (+70.7%)
49.78M
49.43M – 50.13M
+8.1% YoY
52.98M
52.10M – 53.85M
+6.4% YoY
Net Income
11.47M
est: 11.63M (-1.3%)
7.27M
est: 8.69M (-16.3%)
-1.67M
est: -9.25M (+82.0%)
-897.0K
est: -2.85M (+68.5%)
-9.64M
est: -58.45M (+83.5%)
-9.63M
est: -231.02M (+95.8%)
5.05M
est: 5.06M (-0.1%)
7.11M
est: 6.37M (+11.5%)
9.64M
est: 9.10M (+5.9%)
11.26M
est: 11.57M (-2.7%)
25.00M
est: 27.15M (-7.9%)
16.20M
est: 16.28M (-0.5%)
15.73M
est: 12.41M (+26.7%)
15.37M
est: 13.33M (+15.3%)
31.18M
est: 15.31M (+103.7%)
11.23M
est: 20.17M (-44.3%)
43.89M
est: 42.76M (+2.6%)
59.51M
est: 59.51M (+0.0%)
65.74M
65.15M – 66.14M
+10.5% YoY
72.84M
70.75M – 73.74M
+10.8% YoY
SGA
28.81M
est: 23.85M (+20.8%)
30.05M
est: 34.38M (-12.6%)
23.55M
est: 15.50M (+52.0%)
22.46M
est: 45.77M (-50.9%)
24.39M
est: 18.01M (+35.4%)
25.36M
est: 10.06M (+152.1%)
25.18M
est: 28.43M (-11.4%)
24.62M
est: 25.16M (-2.1%)
24.56M
est: 26.50M (-7.3%)
21.28M
est: 32.39M (-34.3%)
23.63M
est: 28.29M (-16.4%)
23.27M
est: 27.24M (-14.6%)
23.80M
est: 22.03M (+8.0%)
31.72M
est: 28.74M (+10.4%)
48.10M
est: 32.81M (+46.6%)
61.64M
est: 48.87M (+26.1%)
72.55M
est: 58.53M (+24.0%)
84.62M
est: 65.23M (+29.7%)
70.49M
70.00M – 70.98M
+8.1% YoY
75.02M
73.78M – 76.25M
+6.4% YoY
EPS
1.37
est: 1.45 (-5.5%)
0.64
est: 1.07 (-39.9%)
-0.20
est: 0.89 (-122.5%)
-0.11
est: 0.59 (-118.6%)
-1.14
est: 0.34 (-435.3%)
-1.14
est: 0.85 (-234.1%)
0.46
est: 0.48 (-4.2%)
0.56
est: 0.53 (+6.7%)
0.76
est: 0.75 (+1.3%)
0.89
est: 0.96 (-7.3%)
1.96
est: 1.81 (+8.6%)
1.27
est: 1.29 (-1.2%)
1.27
est: 1.18 (+7.6%)
1.17
est: 1.44 (-18.8%)
1.57
est: 1.64 (-4.5%)
0.42
est: 0.61 (-30.8%)
1.32
est: 1.28 (+3.1%)
1.78
est: 1.77 (+0.5%)
1.96
1.95 – 1.98
+10.7% YoY
2.17
2.12 – 2.21
+10.6% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-04-24 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-23 C+ 2/5 5/5 1/5 1/5 3/5 1/5 1/5
2026-04-22 A- 4/5 5/5 3/5 4/5 2/5 3/5 3/5
2026-04-21 A- 4/5 5/5 3/5 4/5 2/5 3/5 3/5
2026-04-20 A- 4/5 5/5 3/5 4/5 2/5 3/5 3/5
2026-04-17 A- 4/5 5/5 4/5 4/5 2/5 3/5 3/5
2026-04-16 A- 4/5 5/5 4/5 4/5 2/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
18.34M
OE per share TTM
0.55
Owner's Yield
2.87%
Maintenance CapEx ratio
10.27%
Maint CapEx / Avg PPE
36.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
13
Total invested
941.3K
Insider transactions (90d)
0
Beneficial owners (>5%)
22
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Fourthstone LLC 1.95M 9.85% 1.95M IA Missouri 2022-02-14
2 L. Phillip Stone, IV 1.95M 9.85% 1.95M IN U.S.A. 2022-02-14
3 Alan J. Hyatt 1.76M 8.90% 214.6K 1.54M 214.6K IN USA 2022-02-14
4 FJ Capital Management LLC 1.52M 7.69% 1.52M IA Delaware 2022-02-11
5 Martin Friedman 1.52M 7.69% 1.52M IN United States 2022-02-11
6 Fourthstone Master Opportunity Fund Ltd 1.37M 6.91% 1.37M OO Cayman Islands 2022-02-14
7 Financial Opportunity Fund LLC 1.20M 6.05% 1.20M OO Delaware 2022-02-11
8 (1) BlackRock, Inc. 1.16M 5.80% 1.14M 1.16M HC Delaware 2023-02-03
9 Sharon G. Hyatt 854.5K 4.30% 4.8K 849.7K 4.8K IN 2022-02-14
10 Ltd 851.2K 6.71% 851.2K OO Cayman Islands 2020-02-14
11 Jo Ann Hyatt Modlin 745.1K 3.80% 745.1K IN USA 2022-02-14
12 Fourthstone GP LLC 532.7K 2.69% 532.7K OO Missouri 2022-02-14
13 Fourthstone QP Opportunity Fund LP 494.3K 2.50% 494.3K PN Delaware 2022-02-14
14 The Vanguard Group - 23-1945930 459.6K 3.82% 8.5K 447.4K 12.1K IA Pennsylvania For 2021-02-10
15 Realty Investment Company, Inc. 152.6K 0.77% 152.6K CO Maryland 2022-02-11
16 SunBridge Holdings, LLC 152.6K 0.77% 152.6K OO Delaware 2022-02-11
17 SunBridge Manager, LLC 152.6K 0.77% 152.6K OO Delaware 2022-02-11
18 Bridge Equities III, LLC 138.0K 0.70% 138.0K OO Delaware 2022-02-11
19 Financial Opportunity Long/Short Fund LLC 47.4K 0.24% 47.4K OO Delaware 2022-02-11
20 Fourthstone Small-Cap Financials Fund LP 38.4K 0.19% 38.4K PN Delaware 2022-02-14
21 Bridge Equities XI, LLC 14.6K 0.07% 14.6K OO Delaware 2022-02-11
22 Wellington Investment Advisors Holdings LLP 0.00% HC Delaware 2020-01-27

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
13
-134 vs prev Q
New positions
3
Closed positions
137
Increased
9
Reduced
0
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 BLACKROCK, INC. 3.00M +24.1K (+0.8%) 53.04M +4.2M (+8.6%) 8.97% +0.058 pp 0.00% +0.000 pp USD14.04 +25.9% 6 qtrs
2 VANGUARD GROUP INC 1.78M -440.0 (0.0%) 31.49M +2.3M (+7.7%) 5.33% -0.010 pp 0.00% +0.000 pp USD14.07 +25.7% 84 qtrs
3 DIMENSIONAL FUND ADVISORS LP 1.63M +20.4K (+1.3%) 28.82M +2.4M (+9.1%) 4.88% +0.054 pp 0.01% +0.000 pp USD14.06 +25.7% 51 qtrs
4 WELLINGTON MANAGEMENT GROUP LLP 1.15M +84.3K (+7.9%) 20.34M +2.8M (+16.3%) 3.44% +0.247 pp 0.00% +0.001 pp USD16.15 +9.5% 18 qtrs
5 FOURTHSTONE LLC 918.2K +350.0K (+61.6%) 16.23M +6.9M (+74.1%) 2.75% +1.045 pp 3.04% +1.366 pp USD15.44 +14.5% 25 qtrs
6 MANUFACTURERS LIFE INSURANCE COMPANY, THE 902.2K -20.5K (-2.2%) 15.95M +809.5K (+5.3%) 2.70% -0.066 pp 0.01% +0.001 pp USD11.45 +54.4% 49 qtrs
7 AMERICAN CENTURY COMPANIES INC 861.6K +76.1K (+9.7%) 15.23M +2.3M (+18.2%) 2.58% +0.224 pp 0.01% +0.001 pp USD15.17 +16.5% 17 qtrs
8 STATE STREET CORP 816.6K -397.0 (0.0%) 14.44M +1.0M (+7.7%) 2.44% -0.005 pp 0.00% +0.000 pp USD15.30 +15.6% 39 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 746.4K -6.7K (-0.9%) 13.20M +838.4K (+6.8%) 2.23% -0.024 pp 0.00% +0.000 pp USD14.17 +24.8% 78 qtrs
10 ATLANTIC UNION BANKSHARES CORP 527.2K +— (+0.0%) 9.32M +669.6K (+7.7%) 1.58% -0.003 pp 0.17% +0.012 pp USD15.72 +12.5% 3 qtrs
11 GOLDMAN SACHS GROUP INC 496.0K +311.3K (+168.5%) 8.77M +5.7M (+189.3%) 1.48% +0.930 pp 0.00% +0.001 pp USD16.48 +7.3% 29 qtrs
12 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 494.4K +58.2K (+13.3%) 8.74M +1.6M (+22.1%) 1.48% +0.172 pp 0.01% +0.001 pp USD14.94 +18.3% 5 qtrs
13 AMERIPRISE FINANCIAL INC 453.5K +363.6K (+404.2%) 8.02M +6.5M (+443.3%) 1.36% +1.087 pp 0.00% +0.002 pp USD16.96 +4.2% 10 qtrs
14 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 389.8K +2.9K (+0.7%) 6.89M +542.4K (+8.5%) 1.17% +0.007 pp 0.02% +0.001 pp USD13.13 +34.7% 10 qtrs
15 RENAISSANCE TECHNOLOGIES LLC 381.8K -24.6K (-6.1%) 6.75M +81.2K (+1.2%) 1.14% -0.076 pp 0.01% +0.002 pp USD12.79 +38.2% 59 qtrs
16 AQR CAPITAL MANAGEMENT LLC 381.4K -6.2K (-1.6%) 6.74M +382.6K (+6.0%) 1.14% -0.020 pp 0.00% -0.001 pp USD15.24 +16.0% 7 qtrs
17 NUVEEN, LLC 361.7K +42.0K (+13.1%) 6.39M +1.1M (+21.9%) 1.08% +0.124 pp 0.00% +0.000 pp USD14.60 +21.1% 4 qtrs
18 NORTHERN TRUST CORP 292.6K -17.4K (-5.6%) 5.17M +85.4K (+1.7%) 0.88% -0.054 pp 0.00% +0.000 pp USD14.66 +20.6% 51 qtrs
19 ALLIANCEBERNSTEIN L.P. 289.4K -2.0K (-0.7%) 5.12M +335.2K (+7.0%) 0.87% -0.007 pp 0.00% +0.000 pp USD17.02 +3.9% 32 qtrs
20 MORGAN STANLEY 284.7K +25.3K (+9.8%) 5.03M +777.0K (+18.3%) 0.85% +0.075 pp 0.00% +0.000 pp USD14.89 +18.7% 51 qtrs
21 BRIDGEWAY CAPITAL MANAGEMENT, LLC 250.1K +14.9K (+6.3%) 4.42M +561.3K (+14.5%) 0.75% +0.043 pp 0.09% +0.010 pp USD14.15 +24.9% 62 qtrs
22 BANC FUNDS CO LLC 204.6K -35.3K (-14.7%) 3.62M -320.0K (-8.1%) 0.61% -0.107 pp 0.72% +0.028 pp USD13.25 +33.4% 47 qtrs
23 SIENA CAPITAL PARTNERS GP, LLC 195.3K +— (+0.0%) 3.45M +248.0K (+7.7%) 0.58% -0.001 pp 0.93% +0.010 pp USD11.05 +60.0% 12 qtrs
24 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 191.3K +14.4K (+8.1%) 3.38M +479.5K (+16.5%) 0.57% +0.042 pp 0.01% 0.000 pp USD15.04 +17.6% 11 qtrs
25 MILLENNIUM MANAGEMENT LLC 188.0K +113.4K (+152.2%) 3.32M +2.1M (+171.7%) 0.56% +0.339 pp 0.00% +0.001 pp USD16.81 +5.2% 7 qtrs
26 BANK OF NEW YORK MELLON CORP 187.7K -38.3K (-16.9%) 3.32M -389.5K (-10.5%) 0.56% -0.116 pp 0.00% 0.000 pp USD14.13 +25.1% 43 qtrs
27 LSV ASSET MANAGEMENT 183.8K +64.8K (+54.5%) 3.25M +1.3M (+66.4%) 0.55% +0.193 pp 0.01% +0.003 pp USD16.28 +8.6% 36 qtrs
28 ACADIAN ASSET MANAGEMENT LLC 172.1K +9.6K (+5.9%) 3.04M +377.0K (+14.2%) 0.51% +0.028 pp 0.01% +0.000 pp USD16.47 +7.3% 44 qtrs
29 CREATIVE PLANNING 159.4K +8.8K (+5.8%) 2.82M +346.3K (+14.0%) 0.48% +0.026 pp 0.00% +0.000 pp USD16.18 +9.3% 17 qtrs
30 MENDON CAPITAL ADVISORS CORP 155.3K +— (+0.0%) 2.75M +205.3K (+8.1%) 0.46% -0.001 pp 0.81% -0.161 pp USD14.55 +21.5% 9 qtrs
31 EMPOWERED FUNDS, LLC 154.6K +14.9K (+10.6%) 2.73M +440.1K (+19.2%) 0.46% +0.044 pp 0.02% -0.002 pp USD14.57 +21.3% 11 qtrs
32 PRUDENTIAL FINANCIAL INC 150.0K +1.8K (+1.2%) 2.65M +219.2K (+9.0%) 0.45% +0.005 pp 0.00% +0.000 pp USD14.94 +18.3% 4 qtrs
33 PETIOLE USA LTD 147.5K +— (+0.0%) 2.61M +187.3K (+7.7%) 0.44% -0.001 pp 1.61% -0.062 pp USD14.93 +18.4% 17 qtrs
34 CORBYN INVESTMENT MANAGEMENT INC/MD 144.6K -10.6K (-6.9%) 2.56M +8.9K (+0.4%) 0.43% -0.033 pp 0.75% +0.001 pp USD11.37 +55.5% 60 qtrs
35 GENDELL JEFFREY L 136.8K +— (+0.0%) 2.42M +173.8K (+7.7%) 0.41% -0.001 pp 0.04% +0.001 pp USD13.77 +28.4% 45 qtrs
36 HOLDCO ASSET MANAGEMENT, LP 136.1K -142.0K (-51.1%) 2.41M -2.2M (-47.3%) 0.41% -0.426 pp 0.18% -0.301 pp USD15.74 +12.3% 3 qtrs
37 RMB CAPITAL MANAGEMENT, LLC 133.4K +250.0 (+0.2%) 2.36M +173.5K (+7.9%) 0.40% +0.000 pp 0.04% +0.001 pp USD11.45 +54.4% 11 qtrs
38 MARTINGALE ASSET MANAGEMENT L P 120.1K -2.2K (-1.8%) 2.12M +117.0K (+5.8%) 0.36% -0.007 pp 0.05% +0.004 pp USD13.79 +28.2% 8 qtrs
39 QUBE RESEARCH & TECHNOLOGIES LTD 111.0K -6.4K (-5.4%) 1.96M +36.6K (+1.9%) 0.33% -0.020 pp 0.00% +0.000 pp USD13.44 +31.5% 10 qtrs
40 FIRST TRUST ADVISORS LP 110.5K -2.8K (-2.5%) 1.95M +93.7K (+5.0%) 0.33% -0.009 pp 0.00% +0.000 pp USD14.15 +24.9% 16 qtrs
41 KNIGHTS OF COLUMBUS ASSET ADVISORS LLC 105.6K +105.6K (+100.0%) 1.87M +1.9M (+100.0%) 0.32% +0.316 pp 0.11% +0.106 pp USD17.68 +0.0% 1 qtrs NEW
42 BARCLAYS PLC 101.2K +16.3K (+19.2%) 1.79M +601.1K (+50.6%) 0.30% +0.048 pp 0.00% +0.000 pp USD14.93 +18.4% 38 qtrs
43 FISHER ASSET MANAGEMENT, LLC 97.7K +— (+0.0%) 1.73M +124.0K (+7.7%) 0.29% -0.001 pp 0.00% +0.000 pp USD11.96 +47.8% 11 qtrs
44 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 89.2K +11.0 (+0.0%) 1.58M +113.4K (+7.8%) 0.27% 0.000 pp 0.00% +0.000 pp USD14.96 +18.2% 15 qtrs
45 BROWN ADVISORY INC 83.5K +— (+0.0%) 1.48M +106.0K (+7.7%) 0.25% 0.000 pp 0.00% +0.000 pp USD7.68 +130.2% 62 qtrs
46 CWM, LLC 77.3K +3.3K (+4.5%) 1.37M +153.0K (+12.6%) 0.23% +0.010 pp 0.00% +0.000 pp USD11.90 +48.6% 11 qtrs
47 SALZHAUER MICHAEL 72.1K +— (+0.0%) 1.27M +1.3M (+22,512.2%) 0.22% 0.000 pp 0.52% +0.519 pp USD17.00 +4.0% 19 qtrs
48 POINT72 ASSET MANAGEMENT, L.P. 68.5K +68.5K (+100.0%) 1.21M +1.2M (+100.0%) 0.20% +0.205 pp 0.00% +0.001 pp USD17.68 +0.0% 3 qtrs
49 HOXTON PLANNING & MANAGEMENT, LLC 68.4K +— (+0.0%) 1.21M +86.9K (+7.7%) 0.20% 0.000 pp 0.36% +0.000 pp USD13.68 +29.2% 4 qtrs
50 62.2K -333.0 (-0.5%) 1.10M +73.1K (+7.1%) 0.19% -0.001 pp 0.36% +0.005 pp USD16.41 +7.7% 2 qtrs
51 JANUS HENDERSON GROUP PLC 56.1K +56.1K (+100.0%) 991.4K +991.4K (+100.0%) 0.17% +0.168 pp 0.00% +0.000 pp USD17.68 +0.0% 1 qtrs NEW
52 BANK OF AMERICA CORP /DE/ 55.6K -15.1K (-21.3%) 983.3K -176.4K (-15.2%) 0.17% -0.045 pp 0.00% +0.000 pp USD14.77 +19.7% 51 qtrs
53 TWO SIGMA INVESTMENTS, LP 55.5K -71.7K (-56.4%) 980.4K -1.1M (-53.0%) 0.17% -0.215 pp 0.00% -0.002 pp USD13.25 +33.4% 18 qtrs
54 PRICE T ROWE ASSOCIATES INC /MD/ 54.1K +9.6K (+21.7%) 957.0K +227.0K (+31.1%) 0.16% +0.029 pp 0.00% +0.000 pp USD16.53 +7.0% 16 qtrs
55 STIFEL FINANCIAL CORP 51.4K -1.0K (-1.9%) 908.1K +48.6K (+5.7%) 0.15% -0.003 pp 0.00% +0.000 pp USD14.81 +19.4% 25 qtrs
56 INVESCO LTD. 46.8K -3.4K (-6.8%) 828.1K +3.1K (+0.4%) 0.14% -0.011 pp 0.00% +0.000 pp USD13.91 +27.1% 16 qtrs
57 BAILARD, INC. 45.7K +2.9K (+6.7%) 808.4K +105.5K (+15.0%) 0.14% +0.008 pp 0.02% +0.003 pp USD15.20 +16.3% 4 qtrs
58 FRANKLIN RESOURCES INC 44.2K +7.8K (+21.4%) 780.9K +183.8K (+30.8%) 0.13% +0.023 pp 0.00% +0.000 pp USD16.39 +7.9% 5 qtrs
59 IEQ CAPITAL, LLC 43.2K +3.9K (+10.0%) 764.1K +119.6K (+18.6%) 0.13% +0.012 pp 0.00% +0.000 pp USD16.22 +9.0% 3 qtrs
60 QUANTINNO CAPITAL MANAGEMENT LP 42.6K +19.8K (+86.6%) 753.4K +378.7K (+101.1%) 0.13% +0.059 pp 0.00% +0.001 pp USD16.10 +9.8% 4 qtrs
61 JANE STREET GROUP, LLC 38.4K -4.7K (-10.9%) 679.8K -28.2K (-4.0%) 0.12% -0.014 pp 0.00% +0.000 pp USD14.40 +22.8% 9 qtrs
62 RHUMBLINE ADVISERS 38.4K -6.2K (-13.9%) 678.1K -52.7K (-7.2%) 0.11% -0.019 pp 0.00% +0.000 pp USD14.36 +23.1% 15 qtrs
63 WELLS FARGO & COMPANY/MN 36.5K +11.9K (+48.3%) 645.9K +241.6K (+59.7%) 0.11% +0.036 pp 0.00% +0.000 pp USD15.08 +17.2% 38 qtrs
64 CITADEL ADVISORS LLC 34.2K +34.2K (+100.0%) 603.9K +603.9K (+100.0%) 0.10% +0.102 pp 0.00% +0.000 pp USD17.68 +0.0% 10 qtrs
65 LPL FINANCIAL LLC 33.8K +318.0 (+1.0%) 597.0K +48.1K (+8.8%) 0.10% +0.001 pp 0.00% +0.000 pp USD15.60 +13.3% 5 qtrs
66 THRIVENT FINANCIAL FOR LUTHERANS 32.4K -15.7K (-32.6%) 572.0K -216.0K (-27.4%) 0.10% -0.047 pp 0.00% -0.001 pp USD13.58 +30.2% 11 qtrs
67 JPMORGAN CHASE & CO 31.2K +8.7K (+38.6%) 550.8K +181.9K (+49.3%) 0.09% +0.026 pp 0.00% +0.000 pp USD16.36 +8.1% 37 qtrs
68 EXODUSPOINT CAPITAL MANAGEMENT, LP 30.0K +30.0K (+100.0%) 531.1K +531.1K (+100.0%) 0.09% +0.090 pp 0.00% +0.004 pp USD17.68 +0.0% 1 qtrs NEW
69 UBS GROUP AG 29.4K -14.0K (-32.2%) 520.4K -192.1K (-27.0%) 0.09% -0.042 pp 0.00% +0.000 pp USD15.62 +13.2% 45 qtrs
70 SMITHBRIDGE ASSET MANAGEMENT INC/DE 28.1K +28.1K (+100.0%) 495.9K +495.9K (+100.0%) 0.08% +0.084 pp 0.04% +0.042 pp USD17.68 +0.0% 1 qtrs NEW
71 DEUTSCHE BANK AG\ 27.3K -236.0 (-0.9%) 482.3K +30.8K (+6.8%) 0.08% -0.001 pp 0.00% +0.000 pp USD15.37 +15.0% 15 qtrs
72 ALPS ADVISORS INC 27.0K +234.0 (+0.9%) 477.5K +38.1K (+8.7%) 0.08% +0.001 pp 0.00% +0.000 pp USD13.65 +29.5% 4 qtrs
73 ROYAL BANK OF CANADA 27.0K -1.9K (-6.5%) 476.0K +2.0K (+0.4%) 0.08% -0.006 pp 0.00% +0.000 pp USD15.35 +15.2% 25 qtrs
74 ZACKS INVESTMENT MANAGEMENT 25.7K +1.0 (+0.0%) 454.0K +32.6K (+7.7%) 0.08% 0.000 pp 0.00% +0.000 pp USD13.54 +30.6% 4 qtrs
75 STERLING CAPITAL MANAGEMENT LLC 23.8K -260.0 (-1.1%) 419.9K +25.9K (+6.6%) 0.07% -0.001 pp 0.01% +0.001 pp USD13.77 +28.4% 6 qtrs
76 MERCER GLOBAL ADVISORS INC /ADV 21.7K +5.0K (+29.6%) 383.5K +108.9K (+39.7%) 0.06% +0.015 pp 0.00% +0.000 pp USD16.70 +5.9% 2 qtrs
77 DIVERSIFY ADVISORY SERVICES, LLC 20.6K +143.0 (+0.7%) 375.9K +55.1K (+17.2%) 0.06% +0.000 pp 0.01% +0.001 pp USD11.29 +56.6% 8 qtrs
78 JANNEY MONTGOMERY SCOTT LLC 20.8K -931.0 (-4.3%) 368.0K +11.0K (+3.1%) 0.06% -0.003 pp 0.00% +0.000 pp USD11.01 +60.6% 12 qtrs
79 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 20.0K +3.0K (+17.9%) 354.0K +75.3K (+27.0%) 0.06% +0.009 pp 0.00% +0.001 pp USD16.60 +6.5% 2 qtrs
80 XTX TOPCO LTD 19.9K +9.8K (+96.9%) 351.4K +185.8K (+112.1%) 0.06% +0.029 pp 0.01% +0.001 pp USD15.58 +13.5% 4 qtrs
81 RAYMOND JAMES FINANCIAL INC 19.5K +656.0 (+3.5%) 344.6K +35.5K (+11.5%) 0.06% +0.002 pp 0.00% +0.000 pp USD15.95 +10.8% 5 qtrs
82 MAN GROUP PLC 19.1K +903.0 (+5.0%) 336.9K +39.0K (+13.1%) 0.06% +0.003 pp 0.00% +0.000 pp USD14.33 +23.4% 5 qtrs
83 RAFFERTY ASSET MANAGEMENT, LLC 18.9K -5.0K (-20.9%) 333.6K -58.0K (-14.8%) 0.06% -0.015 pp 0.00% 0.000 pp USD16.41 +7.7% 2 qtrs
84 SEI INVESTMENTS CO 18.3K +— (+0.0%) 323.1K +23.2K (+7.7%) 0.05% 0.000 pp 0.00% +0.000 pp USD13.26 +33.3% 10 qtrs
85 CITIGROUP INC 17.1K -131.0 (-0.8%) 302.9K +19.6K (+6.9%) 0.05% -0.001 pp 0.00% +0.000 pp USD14.70 +20.3% 39 qtrs
86 METLIFE INVESTMENT MANAGEMENT, LLC 17.1K +— (+0.0%) 301.9K +21.7K (+7.7%) 0.05% 0.000 pp 0.00% +0.000 pp USD15.03 +17.6% 15 qtrs
87 STRS OHIO 16.9K +— (+0.0%) 298.8K +21.5K (+7.7%) 0.05% 0.000 pp 0.00% +0.000 pp USD13.91 +27.1% 5 qtrs
88 DF DENT & CO INC 14.5K +— (+0.0%) 256.4K +18.4K (+7.7%) 0.04% 0.000 pp 0.00% +0.001 pp USD17.73 -0.3% 19 qtrs
89 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 14.4K +140.0 (+1.0%) 253.8K +20.5K (+8.8%) 0.04% +0.000 pp 0.00% +0.000 pp USD11.98 +47.6% 7 qtrs
90 MARINER, LLC 14.2K +1.1K (+8.1%) 251.4K +35.6K (+16.5%) 0.04% +0.003 pp 0.00% +0.000 pp USD16.01 +10.4% 3 qtrs
91 SKOPOS LABS, INC. 12.6K +12.6K (+100.0%) 225.1K +225.1K (+100.0%) 0.04% +0.038 pp 0.01% +0.010 pp USD17.68 +0.0% 1 qtrs NEW
92 QUEST PARTNERS LLC 12.3K -114.0 (-0.9%) 217.4K +13.7K (+6.7%) 0.04% 0.000 pp 0.01% -0.001 pp USD14.48 +22.1% 4 qtrs
93 CHAPIN DAVIS, INC. 12.3K +— (+0.0%) 217.0K +15.6K (+7.7%) 0.04% 0.000 pp 0.05% +0.001 pp USD14.33 +23.4% 12 qtrs
94 TREXQUANT INVESTMENT LP 12.0K -20.1K (-62.6%) 212.6K -314.7K (-59.7%) 0.04% -0.060 pp 0.00% -0.004 pp USD12.91 +36.9% 7 qtrs
95 ALGERT GLOBAL LLC 11.6K +11.6K (+100.0%) 205.0K +205.0K (+100.0%) 0.03% +0.035 pp 0.00% +0.003 pp USD17.68 +0.0% 1 qtrs NEW
96 INTECH INVESTMENT MANAGEMENT LLC 11.0K -3.1K (-21.7%) 195.3K -36.2K (-15.7%) 0.03% -0.009 pp 0.00% 0.000 pp USD15.03 +17.6% 5 qtrs
97 ELCO MANAGEMENT CO., LLC 10.2K +— (+0.0%) 179.5K +12.9K (+7.7%) 0.03% +0.000 pp 0.11% +0.026 pp USD16.43 +7.6% 17 qtrs
98 SG AMERICAS SECURITIES, LLC 9.7K -1.8K (-15.5%) 171.0K -17.0K (-9.0%) 0.03% -0.005 pp 0.00% 0.000 pp USD16.41 +7.7% 10 qtrs
99 NEW YORK STATE COMMON RETIREMENT FUND 9.2K +— (+0.0%) 163.3K +11.7K (+7.7%) 0.03% +0.000 pp 0.00% +0.000 pp USD14.95 +18.3% 15 qtrs
100 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 8.6K +— (+0.0%) 152.4K +10.9K (+7.7%) 0.03% +0.000 pp 0.00% +0.000 pp USD15.98 +10.6% 5 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 84 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust Dow Jones Select MicroCap Index Fund FDM 0.89% 2.31M 0.65%
2 iShares US Small Cap Value Factor ETF SVAL 0.41% 808.9K 0.20%
3 Hartford Multifactor Small Cap ETF ROSC 0.37% 228.0K 0.34%
4 First Trust NASDAQ ABA Community Bank Index Fund QABA 0.31% 277.0K 0.63%
5 Barron's 400SM ETF BFOR 0.28% 638.8K 0.65%
6 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.17% 2.99M 0.47%
7 iShares Micro-Cap ETF IWC 0.16% 2.41M 0.60%
8 State Street SPDR S&P Regional Banking ETF KRE 0.15% 7.33M 0.35%
9 Avantis U.S. Small Cap Value ETF AVUV 0.07% 20.66M 0.25%
10 Avantis Global Small Cap Value UCITS ETF AVGS.L 0.07% 753.8K 0.39%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.83
Neutral
Ratio by volume
1.86
Bullish
Buys
34
Sells
41
Shares acquired
95.3K
Shares disposed
51.2K
Cash buys
1.00
Cash sales
1.00
Net activity
+44,103
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
2026-04-02 WAYSON KONRAD Director A-Award A Restricted Stock Units 795 0.00 5,037 D
2026-03-07 Tay Talal Officer M-Exempt D Restricted Stock Units 1,196 0.00 7,232 D
2026-03-07 STEVENS DONNA J. Officer F-InKind D Common Stock 478 0.00 22,122 D
2026-03-07 Ruch, Jr. Charles E. Officer M-Exempt A Common Stock 1,104 0.00 8,304 D
2026-03-07 Pierce Lacey Amanda Officer M-Exempt D Restricted Stock Units 965 0.00 6,500 D
2026-03-07 Lombardi Christy Officer M-Exempt D Restricted Stock Units 1,325 0.00 7,525 D
2026-03-07 Ebron Brian Scot Officer M-Exempt D Restricted Stock Units 1,435 0.00 9,748 D
2026-03-07 Burke James M Director / Officer M-Exempt D Restricted Stock Units 4,679 0.00 29,823 D
2026-03-06 Tay Talal Officer F-InKind D Common Stock 324 0.00 17,063 D
2026-03-06 Pierce Lacey Amanda Officer M-Exempt D Restricted Stock Units 984 0.00 7,465 D
2026-03-06 Lombardi Christy Officer M-Exempt D Restricted Stock Units 1,360 0.00 8,850 D
2026-03-06 Ebron Brian Scot Officer M-Exempt D Restricted Stock Units 1,192 0.00 11,183 D
2026-03-06 Burke James M Director / Officer F-InKind D Common Stock 2,225 0.00 91,734 D
2026-03-06 Anderson Virginia Marie Officer F-InKind D Common Stock 58 0.00 1,422 D
2026-03-02 SLATER A JOSEPH JR Director S-Sale D Common Stock 1,802 18.78 33.8K 66,634 D
2026-02-27 Tay Talal Officer M-Exempt D Restricted Stock Units 1,393 0.00 9,422 D
2026-02-27 STEVENS DONNA J. Officer M-Exempt D Restricted Stock Units 1,470 0.00 9,089 D
2026-02-27 Ruch, Jr. Charles E. Officer M-Exempt A Common Stock 1,354 0.00 7,654 D
2026-02-27 Lombardi Christy Officer F-InKind D Common Stock 483 0.00 56,169 D
2026-02-27 Ebron Brian Scot Officer M-Exempt A Common Stock 1,664 0.00 25,114 D
2026-02-27 Burke James M Director / Officer M-Exempt A Common Stock 5,806 0.00 84,974 D
2026-02-27 Anderson Virginia Marie Officer M-Exempt D Restricted Stock Units 696 0.00 3,156 D
2026-02-17 Tay Talal Officer A-Award A Restricted Stock Units 3,249 0.00 10,815 D
2026-02-17 Stayton Noah Edward Officer A-Award A Restricted Stock Units 2,935 0.00 14,013 D
2026-02-17 STEVENS DONNA J. Officer A-Award A Restricted Stock Units 3,423 0.00 10,559 D
2026-02-17 Pierce Lacey Amanda Officer A-Award A Restricted Stock Units 2,979 0.00 9,726 D
2026-02-17 Lombardi Christy Officer A-Award A Restricted Stock Units 3,336 0.00 11,642 D
2026-02-17 Kaslow Aaron Michael Officer A-Award A Restricted Stock Units 3,606 0.00 12,406 D
2026-02-17 Ebron Brian Scot Officer A-Award A Restricted Stock Units 4,983 0.00 14,039 D
2026-02-17 Cullum Charles S Officer A-Award A Restricted Stock Units 3,876 0.00 33,676 D
2026-02-17 Burke James M Director / Officer A-Award A Restricted Stock Units 13,532 0.00 46,568 D
2026-02-17 Augustus John William III Officer A-Award A Restricted Stock Units 2,700 0.00 2,700 D
2026-02-17 Anderson Virginia Marie Officer A-Award A Restricted Stock Units 1,620 0.00 3,852 D
2026-02-05 Esham William E. III Director P-Purchase A Common Stock 5,000 19.99 100.0K 5,510 I
2026-01-08 WAYSON KONRAD Director A-Award A Restricted Stock Units 1,932 0.00 4,242 D
2025-12-31 McDonald Rebecca Middleton Director 0 0.00 0
2025-12-29 Tay Talal Officer F-InKind D Common Stock 1,039 0.00 14,232 D
2025-12-29 STEVENS DONNA J. Officer F-InKind D Common Stock 1,040 0.00 20,146 D
2025-12-29 Lombardi Christy Officer F-InKind D Common Stock 4,507 0.00 55,118 D
2025-12-29 Burke James M Director / Officer F-InKind D Common Stock 4,719 0.00 79,168 D
2025-12-29 Anderson Virginia Marie Officer F-InKind D Common Stock 86 0.00 911 D
2025-11-26 Willey Dawn M. Director P-Purchase A Common Stock 950 17.67 16.8K 12,000 I
2025-11-20 Augustus John William III Officer Common Stock 0 0.00 1,255 D
2025-11-19 Kaslow Aaron Michael Officer A-Award A Restricted Stock Units 8,800 0.00 8,800 D
2025-11-19 Cullum Charles S Officer A-Award A Restricted Stock Units 12,571 0.00 29,800 D
2025-11-18 Kaslow Aaron Michael Officer P-Purchase A Common Stock 6,500 15.56 101.1K 6,500 D
2025-11-07 LAMON JOHN Director P-Purchase A Common Stock 200 15.92 3.2K 62,378 D
2025-10-20 Kaslow Aaron Michael Officer 0 0.00 0
2025-08-21 Stayton Noah Edward Officer A-Award A Restricted Stock Units 9,584 0.00 9,584 D
2025-08-21 Cullum Charles S Officer A-Award A Restricted Stock Units 4,744 0.00 17,229 D
2025-08-13 WAYSON KONRAD Director P-Purchase A Common Stock 1,000 16.02 16.0K 60,731 I
2025-08-04 Stayton Noah Edward Officer 0 0.00 0
2025-08-01 Adams Michael Brian Director P-Purchase A Common Stock 10,000 15.00 150.0K 44,912 D
2025-07-29 HYATT ALAN J Director A-Award A Restricted Stock Units 2,310 0.00 2,310 D
2025-07-29 Cullum Charles S Officer A-Award A Restricted Stock Units 12,485 0.00 12,485 D
2025-07-29 CLEMMER R. MICHAEL Director A-Award A Restricted Stock Units 2,310 0.00 2,310 D
2025-02-27 Pierce Lacey Amanda Officer A-Award A Restricted Stock Units 936 0.00 6,747 D

Executive team

Top executives
EBIT / Employee
130.7K
Shares Outstanding
33.43M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 James M. Burke President and Chief Executive Officer 700.0K 525.0K 397.7K 149.4K 1.77M 29.62%
2 2025 Charles S. Cullum EVP, Chief Financial Officer 302.7K 34.4K 550.5K 171.0K 18.4K 1.08M 51.12%
3 2025 Donna J. Stevens EVP, Chief Operations Officer 380.0K 133.0K 151.1K 166.6K 830.7K 16.01%
4 2025 B. Scot Ebron EVP, Chief Banking Officer 430.0K 34.4K 150.5K 171.0K 18.1K 804.0K 18.72%
5 2025 Christy Lombardi EVP, Chief Human Resources Officer 370.0K 129.5K 147.2K 71.8K 718.5K 18.02%
6 2025 Todd L. Capitani Former Chief Financial Officer 250.2K 140.0K 178.8K 569.0K 24.60%
7 2024 James M. Burke President and Chief Executive Officer 635.6K 317.8K 61.7K 156.5K 1.17M 27.13%
8 2024 James M. Burke President & Chief Executive Officer 635.6K 317.8K 61.7K 156.5K 1.17M 27.13%
9 2024 Todd L. Capitani Former Chief Financial Officer 375.0K 93.7K 30.3K 242.3K 741.4K 12.64%
10 2024 Todd L. Capitani Chief Financial Officer 375.0K 93.7K 30.3K 242.3K 741.4K 12.64%
11 2024 Donna J. Stevens Chief Operating Officer 370.0K 92.5K 29.9K 173.7K 666.1K 13.88%
12 2024 Donna J. Stevens EVP, Chief Operations Officer 370.0K 92.5K 29.9K 173.7K 666.1K 13.88%
13 2023 Lloyd L. Beatty, Jr. Former President and Chief Executive Officer 332.0K 2.81M 3.14M 0.00%
14 2023 Vance Adkins Former Chief Financial Officer 142.3K 716.7K 852.9K 0.00%
15 2023 James M. Burke President Chief Executive Officer 247.2K 312.5K 155.0K 84.3K 799.0K 19.40%
16 2023 James M. Burke President and Chief Executive Officer 247.2K 312.5K 155.0K 84.3K 799.0K 19.40%
17 2023 James M. Burke President & Chief Executive Officer 247.2K 312.5K 155.0K 84.3K 799.0K 19.40%
18 2023 Donna J. Stevens Chief Operating Officer 345.0K 105.9K 45.6K 147.0K 643.5K 7.08%
19 2023 Donna J. Stevens EVP, Chief Operations Officer 345.0K 105.9K 45.6K 147.0K 643.5K 7.08%
20 2023 Christy Lombardi Chief Human Resources Officer 161.1K 104.9K 261.1K 55.7K 582.8K 44.80%
21 2022 Lloyd L. Beatty, Jr. President and CEO 600.0K 264.1K 45.6K 909.8K 0.00%
22 2022 Lloyd L. Beatty, Jr. Former President and Chief Executive Officer 600.0K 264.1K 45.6K 909.8K 0.00%
23 2022 Donna J. Stevens COO 330.0K 141.7K 36.8K 508.4K 0.00%
24 2022 Donna J. Stevens Chief Operating Officer 330.0K 141.7K 36.8K 508.4K 0.00%
25 2022 Edward C. Allen EVP and CFO 300.0K 91.3K 10.9K 382.3K 0.00%
26 2022 Vance Adkins Former Chief Financial Officer 260.0K 10.8K 270.8K 0.00%
27 2021 Lloyd L. Beatty, Jr. President and CEO 540.8K 275.8K 200.0K 89.2K 1.11M 18.09%
28 2021 Donna J. Stevens Chief Operating Officer 314.2K 125.7K 12.0K 40.6K 491.6K 2.44%
29 2021 Donna J. Stevens COO 314.2K 125.7K 12.0K 40.6K 491.6K 2.44%
30 2021 Edward C. Allen EVP and CFO 283.3K 109.8K 10.0K 40.5K 443.5K 2.25%
31 2021 Edward C. Allen Senior Vice President, CFO and PFO 283.3K 109.8K 10.0K 40.5K 443.5K 2.25%
32 2020 Lloyd L. Beatty, Jr. President and CEO 525.0K 170.1K 67.7K 762.8K 0.00%
33 2020 Donna J. Stevens Chief Operating Officer 290.0K 80.0K 20.4K 34.9K 425.3K 4.79%
34 2020 Edward C. Allen Senior Vice President, CFO and PFO 275.0K 70.0K 22.6K 367.6K 0.00%
35 2019 Lloyd L. Beatty, Jr. President and CEO 495.0K 38.6K 154.7K 51.2K 739.5K 5.22%
36 2019 Donna J. Stevens Chief Operating Officer 255.0K 17.4K 69.6K 12.6K 354.5K 4.90%
37 2019 Donna J. Stevens Executive Vice President and Chief Operating Officer 255.0K 69.6K 17.4K 69.6K 12.6K 354.5K 4.90%
38 2019 Edward C. Allen, Executive Vice President, CFO and PAO 255.0K 61.6K 15.4K 61.6K 13.8K 345.8K 4.45%
39 2019 Edward C. Allen Senior Vice President, CFO and PFO 255.0K 15.4K 61.6K 13.8K 345.8K 4.45%
40 2018 Lloyd L. Beatty, Jr. President and CEO 450.0K 50.4K 97.8K 20.8K 614.7K 8.20%
41 2018 Patrick M. Bilbrough, Former President/CEO of Shore United Bank 325.0K 26.9K 48.7K 15.7K 416.2K 6.45%
42 2018 Donna J. Stevens Senior Vice President and Chief Operating Officer 235.0K 17.8K 57.2K 7.2K 317.2K 5.61%
43 2018 Donna J. Stevens Executive Vice President and Chief Operating Officer 235.0K 17.8K 57.2K 7.2K 317.2K 5.61%
44 2018 Edward C. Allen, Senior Vice President, CFO and PAO 235.0K 21.5K 49.9K 10.0K 316.3K 6.79%
45 2018 Edward C. Allen, Executive Vice President, CFO and PAO 235.0K 21.5K 49.9K 10.0K 316.3K 6.79%
46 2017 Lloyd L. Beatty, Jr. President and CEO 414.0K 131.1K 171.6K 39.7K 756.4K 17.33%
47 2017 Patrick M. Bilbrough, Former President/CEO of Shore United Bank 310.0K 70.3K 95.5K 16.7K 492.4K 14.27%
48 2017 Patrick M. Bilbrough, President/CEO of Shore United Bank 310.0K 70.3K 95.5K 16.7K 492.4K 14.27%
49 2017 Edward C. Allen, Senior Vice President, CFO and PAO 225.0K 48.2K 60.3K 9.7K 343.2K 14.05%
50 2017 Donna J. Stevens Senior Vice President and Chief Operating Officer 225.0K 30.3K 76.3K 5.0K 336.7K 9.01%
51 2017 Donna J. Stevens Chief Operating Officer 225.0K 30.3K 76.3K 5.0K 336.7K 9.01%
52 2017 Richard C. Trippe, President/CEO of Avon Dixon Agency 195.0K 34.0K 56.0K 9.4K 294.4K 11.55%
53 2017 Median Employee 39.0K 500.00 39.5K 0.00%
54 2016 Lloyd L. Beatty, Jr. President and CEO 369.6K 34.6K 103.4K 30.5K 538.1K 6.43%
55 2016 Patrick M. Bilbrough, President/CEO of Shore United Bank 270.0K 18.4K 55.0K 21.8K 365.2K 5.03%
56 2016 Edward C. Allen, Senior Vice President, CFO and PAO 197.4K 14.2K 42.5K 8.7K 262.9K 5.42%
57 2016 Richard C. Trippe, President/CEO of Avon Dixon Agency 185.0K 13.2K 39.5K 8.4K 246.1K 5.37%
58 2016 Richard C. Trippe, President/CEO of Avon Dixon 185.0K 13.2K 39.5K 8.4K 246.1K 5.37%
59 2016 Donna J. Stevens Chief Operating Officer 174.1K 20.0K 30.6K 4.8K 229.5K 8.71%
60 2016 (5/4/2016 - current) George S. Rapp, Former Vice President, CFO and PAO 88.3K 134.3K 222.6K 0.00%
61 2015 Lloyd L. Beatty, Jr. President and CEO 355.4K 63.5K 63.5K 24.3K 506.7K 12.54%
62 2015 Patrick M. Bilbrough, President/CEO of Shore United Bank 255.0K 25.0K 33.5K 33.5K 16.4K 363.4K 9.22%
63 2015 Patrick M. Bilbrough, President/CEO of Talbot Bank 255.0K 25.0K 33.5K 33.5K 16.4K 363.4K 9.22%
64 2015 George S. Rapp, Vice President, CFO, and PAO 250.0K 29.1K 29.1K 9.8K 318.0K 9.15%
65 2015 (5/4/2016 - current) George S. Rapp, Former Vice President, CFO and PAO 250.0K 29.1K 29.1K 9.8K 318.0K 9.15%
66 2015 Edward C. Allen, President/CEO of CNB 175.0K 12.5K 32.1K 19.6K 8.7K 247.9K 12.95%
67 2015 Edward C. Allen, Senior Vice President, CFO and PAO 175.0K 12.5K 32.1K 19.6K 8.7K 247.9K 12.95%
68 2015 Richard C. Trippe, President/CEO of Avon Dixon 185.0K 25.0K 8.4K 218.4K 0.00%
69 2015 Richard C. Trippe, President/CEO of Avon Dixon Agency 185.0K 25.0K 8.4K 218.4K 0.00%
70 2015 Donna J. Stevens Chief Operating Officer 165.0K 27.1K 5.6K 197.6K 0.00%
71 2014 Lloyd L. Beatty, Jr. President and CEO 355.4K 43.3K 43.3K 86.6K 28.4K 557.0K 15.55%
72 2014 George S. Rapp, Vice President, CFO, and PAO 250.0K 18.8K 18.8K 37.5K 8.5K 333.5K 11.25%
73 2014 (5/4/2016 - current) George S. Rapp, Former Vice President, CFO and PAO 250.0K 18.8K 18.8K 37.5K 8.5K 333.5K 11.25%
74 2014 Patrick M. Bilbrough, President/CEO of Shore United Bank 255.0K 30.7K 30.7K 16.5K 332.9K 9.22%
75 2014 Patrick M. Bilbrough, President/CEO of Talbot Bank 255.0K 30.7K 30.7K 16.5K 332.9K 9.22%
76 2014 F. Winfield Trice, Jr., Former President/CEO of CNB (1/1/14 – 9/30/14) 180.6K 140.8K 321.3K 0.00%
77 2014 Richard C. Trippe, President/CEO of Avon Dixon 185.0K 25.0K 25.0K 8.2K 243.2K 10.27%
78 2014 Edward C. Allen, Senior Vice President, CFO and PAO 175.0K 30.0K 5.3K 210.3K 0.00%
79 2014 Edward C. Allen, President/CEO of CNB (10/1/14 – present) 175.0K 30.0K 5.3K 210.3K 0.00%
80 2014 Edward C. Allen, President/CEO of CNB 175.0K 30.0K 5.3K 210.3K 0.00%
81 2013 Lloyd L. Beatty, Jr. President and CEO 345.0K 89.3K 21.3K 455.6K 19.59%
82 2013 Lloyd L. Beatty, President and CEO 345.0K 89.3K 21.3K 455.6K 19.59%
83 2013 Patrick M. Bilbrough, President/CEO of Talbot Bank 246.0K 40.0K 15.7K 301.7K 0.00%
84 2013 Patrick M. Bilbrough, President/CEO of Talbot Bank 246.0K 40.0K 15.7K 301.7K 0.00%
85 2013 F. Winfield Trice, Jr., President/CEO of CNB 235.0K 30.0K 14.6K 279.6K 0.00%
86 2013 F. Winfield Trice, Jr., Former President/CEO of CNB (1/1/14 – 9/30/14) 235.0K 30.0K 14.6K 279.6K 0.00%
87 2013 George S. Rapp, Vice President, CFO, and PAO 225.0K 25.0K 26.8K 276.8K 9.67%
88 2013 George S. Rapp, Chief Financial Officer 225.0K 25.0K 26.8K 276.8K 9.67%
89 2013 W. Moorhead Vermilye, Senior Business Development 229.3K 25.2K 254.5K 0.00%
90 2013 Edward C. Allen, President/CEO of CNB (10/1/14 – present)
91 2013 Richard C. Trippe, President/CEO of Avon Dixon
92 2012 Lloyd L. Beatty, President and CEO 300.0K 77.7K 20.8K 398.5K 19.50%
93 2012 Lloyd L. Beatty, Jr. President and CEO 300.0K 77.7K 20.8K 398.5K 19.50%
94 2012 W. Moorhead Vermilye, Senior Business Development 324.0K 41.7K 365.7K 0.00%
95 2012 F. Winfield Trice, Jr., Former President/CEO of CNB (1/1/14 – 9/30/14) 222.3K 30.0K 46.6K 13.8K 312.7K 14.91%
96 2012 F. Winfield Trice, Jr., President/CEO of CNB 222.3K 30.0K 46.6K 13.8K 312.7K 14.91%
97 2012 George S. Rapp, Vice President, CFO, and PAO
98 2012 George S. Rapp, Chief Financial Officer
99 2012 Patrick M. Bilbrough, President/CEO of Talbot Bank
100 2012 Edward C. Allen, President/CEO of CNB (10/1/14 – present)
101 2012 Patrick M. Bilbrough, President/CEO of Talbot Bank
102 2012 Richard C. Trippe, President/CEO of Avon Dixon
103 2011 Duncan, Jr., Talbot Bank 284.1K 97.3K 67.9K 449.3K 21.66%
104 2011 Vermilye, CEO 324.0K 42.8K 366.8K 0.00%
105 2011 President and COO 300.0K 20.9K 320.9K 0.00%
106 2011 President/CEO of CNB 222.3K 14.8K 237.1K 0.00%
107 2011 Leaverton, Treasurer and PAO 156.6K 6.6K 163.2K 0.00%
108 2010 Duncan, Jr., Talbot Bank 284.1K 143.3K 80.2K 507.6K 28.23%
109 2010 Duncan, Jr., President/CEO of Talbot Bank 284.1K 143.3K 80.2K 507.6K 28.23%
110 2010 Vermilye, CEO 324.0K 25.0K 60.7K 409.7K 6.10%
111 2010 President and COO 294.0K 50.0K 22.5K 366.5K 13.64%
112 2010 President and COO 294.0K 50.0K 22.5K 366.5K 13.64%
113 2010 Jr./CEO of CNB 222.3K 20.0K 64.8K 15.4K 322.5K 20.09%
114 2010 President/CEO of CNB 222.3K 20.0K 64.8K 15.4K 322.5K 20.09%
115 2010 Leaverton, Treasurer and PAO 156.6K 30.0K 9.0K 195.6K 15.34%
116 2009 Duncan, Jr., President/CEO of Talbot Bank 284.1K 97.3K 54.0K 103.9K 539.4K 18.04%
117 2009 Duncan, Jr., Talbot Bank 284.1K 97.3K 54.0K 103.9K 539.4K 18.04%
118 2009 Vermilye, CEO 324.0K 112.5K 49.3K 485.8K 0.00%
119 2009 President and COO 294.0K 66.0K 73.9K 31.3K 465.2K 14.19%
120 2009 President and COO 294.0K 66.0K 73.9K 31.3K 465.2K 14.19%
121 2009 COO 294.0K 66.0K 73.9K 26.6K 460.6K 14.33%
122 2009 Jr./CEO of CNB 222.3K 50.0K 25.2K 25.2K 322.7K 15.49%
123 2009 President/CEO of CNB 222.3K 50.0K 25.2K 25.2K 322.7K 15.49%
124 2009 Jr./CEO 222.3K 50.0K 25.2K 22.8K 320.3K 15.61%
125 2009 Leaverton, Treasurer and PAO 156.6K 30.0K 41.6K 15.6K 243.8K 12.30%
126 2009 Leaverton, Treasurer and PAO 156.6K 30.0K 41.6K 14.2K 242.4K 12.38%
127 2008 Duncan, Jr., President/CEO of Talbot Bank 276.5K 30.5K 97.3K 85.5K 101.7K 591.5K 16.45%
128 2008 Duncan, Jr., Talbot Bank 276.5K 30.5K 97.3K 85.5K 96.8K 586.6K 16.59%
129 2008 W. Moorhead President/CEO 322.6K 124.8K 40.2K 50.5K 538.0K 0.00%
130 2008 William W. President/CEO of 276.5K 30.5K 37.3K 85.5K 96.8K 526.5K 7.08%
131 2008 Lloyd L. Beatty, COO 284.9K 60.8K 22.9K 19.2K 29.9K 417.7K 5.49%
132 2008 F. Winfield Trice, Centreville 216.5K 11.2K 11.5K 28.8K 25.8K 293.7K 3.90%
133 2008 Leaverton, Treasurer and PAO 152.0K 15.9K 30.0K 30.3K 18.7K 246.9K 12.15%
134 2008 Susan E. CFO 152.0K 15.9K 6.9K 30.3K 17.8K 222.9K 3.08%
135 2007 W. Moorhead President/CEO 289.9K 180.0K 111.4K 581.3K 0.00%
136 2007 W. Moorhead Vermilye, President/CEO 289.9K 180.0K 111.4K 581.3K 0.00%
137 2007 William W. President/CEO of 263.8K 14.6K 116.0K 66.0K 460.4K 3.17%
138 2007 William W. Duncan, Jr., President/CEO of Talbot Bank 263.8K 14.6K 116.0K 66.0K 460.4K 3.17%
139 2007 Lloyd L. Beatty, COO 262.5K 80.0K 68.8K 411.3K 0.00%
140 2007 Susan E. Leaverton, CFO 144.4K 46.2K 17.0K 207.5K 0.00%
141 2007 Susan E. CFO 144.4K 46.2K 17.0K 207.5K 0.00%
142 2007 F. Winfield Trice, Jr./CEO of Centreville National Bank 115.9K 40.0K 49.4K 205.3K 0.00%
143 2007 F. Winfield Trice, Centreville 115.9K 40.0K 49.4K 205.3K 0.00%
144 2006 W. Moorhead Vermilye, President/CEO 268.9K 170.0K 158.7K 597.5K 0.00%
145 2006 W. Moorhead President/CEO 268.9K 170.0K 158.7K 597.5K 0.00%
146 2006 W. Moorhead Vermilye, President/CEO 268.9K 170.0K 158.7K 597.5K 0.00%
147 2006 Lloyd L. Beatty, COO 235.7K 60.0K 19.8K 315.5K 0.00%
148 2006 Daniel T. Cannon, Executive Vice President 211.2K 10.0K 62.8K 284.0K 0.00%
149 2006 Susan E. CFO 137.5K 44.0K 27.8K 209.3K 0.00%
150 2006 Susan E. Leaverton, CFO 137.5K 44.0K 27.8K 209.3K 0.00%
151 2006 Susan E. Leaverton, CFO 137.5K 44.0K 27.8K 209.3K 0.00%
152 2006 William W. Duncan, Jr., President/CEO of Talbot Bank 103.5K 52.1K 155.6K 0.00%
153 2006 William W. President/CEO of 103.5K 52.1K 155.6K 0.00%
154 2006 William W. Duncan, Jr., President/CEO of Talbot Bank 103.5K 52.1K 155.6K 0.00%
155 2006 F. Winfield Trice, Jr./CEO of Centreville National Bank
156 2006 F. Winfield Trice, Centreville
157 2005 W. Moorhead Vermilye President and Chief Executive Officer 220.0K 160.0K 42.1K 422.1K 0.00%
158 2005 Daniel T. Cannon Executive Vice President and Chief Operating Officer 190.0K 30.0K 57.6K 277.6K 0.00%
159 2005 Susan E. Leaverton Treasurer and PAO 125.0K 40.0K 14.6K 179.6K 0.00%
160 2005 Thomas H. Evans President and Chief Executive Officer of Felton Bank 105.0K 19.0K 11.9K 135.9K 0.00%
161 2004 W. Moorhead Vermilye President and Chief Executive Officer 200.0K 140.0K 41.2K 381.2K 0.00%
162 2004 Daniel T. Cannon Executive Vice President and Chief Operating Officer 165.0K 20.0K 30.9K 215.9K 0.00%
163 2004 Steven A. Fulwood President, The Avon-Dixon Agency, LLC (from March 29, 2004 to March 8, 2005) 160.7K 20.0K 180.7K 0.00%
164 2004 Kevin P. LaTulip President, The Avon-Dixon Agency, LLC (from May 1, 2002 to March 29, 2004) 159.9K 14.4K 174.3K 0.00%
165 2004 Susan E. Leaverton Treasurer and PAO 93.0K 35.0K 10.8K 138.8K 0.00%
166 2004 Thomas H. Evans President and Chief Executive Officer of Felton Bank 105.0K 17.4K 2.8K 125.2K 0.00%
167 2003 W. Moorhead Vermilye President and Chief Executive Officer 200.0K 125.0K 40.8K 365.8K 0.00%
168 2003 Kevin P. LaTulip President, The Avon-Dixon Agency, LLC (from May 1, 2002 to March 29, 2004) 225.2K 18.0K 243.2K 0.00%
169 2003 Daniel T. Cannon Executive Vice President and Chief Operating Officer 155.2K 15.0K 16.5K 186.7K 0.00%
170 2003 Susan E. Leaverton Treasurer and PAO 84.5K 25.0K 9.6K 119.1K 0.00%
171 2003 Steven A. Fulwood President, The Avon-Dixon Agency, LLC (from March 29, 2004 to March 8, 2005)
172 2003 Thomas H. Evans President and Chief Executive Officer of Felton Bank
173 2002 W. Moorhead Vermilye President and Chief Executive Officer 180.0K 110.0K 3.0K 40.1K 330.1K 0.91%
174 2002 Daniel T. Cannon Executive Vice President and Chief Operating Officer 140.0K 17.0K 2.0K 14.5K 171.5K 1.17%
175 2002 Kevin P. LaTulip President, The Avon-Dixon Agency, LLC (from May 1, 2002 to March 29, 2004) 131.1K 11.1K 142.1K 0.00%
176 2002 Susan E. Leaverton Treasurer and PAO 80.5K 23.5K 1.5K 9.3K 113.3K 1.32%
177 2002 Steven A. Fulwood President, The Avon-Dixon Agency, LLC (from March 29, 2004 to March 8, 2005)
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
James Burke President, CEO & Director 742.0K male
Christy Lombardi Executive VP & Chief Human Resources Officer 444.9K female
Donna J. Stevens Executive VP & COO 431.5K female
Charles S. Cullum Executive VP & CFO male
Lacey Amanda Pierce Executive VP, Chief Strategy & Project Officer female
Noah Edward Stayton EVP & Chief Information Officer
Talal Tay Executive VP & Chief Risk Officer male
Aaron Michael Kaslow Executive VP, Chief Legal Officer & General Counsel male
Virginia Marie Anderson EVice President & Chief Internal Audit Officer female
Brian Scot Ebron Executive VP & Chief Banking Officer male
Charles E. Ruch Jr. Executive Vice President & Chief Credit Officer male
ESG Rating
C+
BANKS - REGIONAL
2019
E (Environmental)
59.6 / 64.3
Company / Sector avg.
S (Social)
65.1 / 76.5
Company / Sector avg.
G (Governance)
60.1 / 75.5
Company / Sector avg.
ESG Total
61.6 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
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No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits