Shore Bancshares, Inc. (SHBI)
Easton, MD, US
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.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
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 | 2026-04 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 1 | 0 |
| Hold | 2 | +1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 2 |
18.75
-18.4%
|
| All Time | 2 |
18.75
-18.4%
|
-
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)
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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)
* 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 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
|
| 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
Ownership Overview
| # | 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)
| # | 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 — |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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) | — | — | — | — | — | — | — | — | ↗ |
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for SHBI
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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