South Plains Financial, Inc. (SPFI)
Lubbock, TX, US
South Plains Financial, Inc. functions as the parent entity for City Bank, providing a comprehensive suite of commercial and consumer financial services to both individuals and small to mid-sized businesses. Its operations are structured around two core divisions: Banking and Insurance. The company offers a variety of deposit options, such as checking accounts, interest-bearing accounts, savings, and certificates of deposit (CDs). Their lending portfolio is extensive, encompassing commercial real estate, a broad spectrum of specialized commercial loans (including those for agriculture, energy, finance, investment, insurance, retail, and construction), residential construction, mortgages for 1-4 family homes, and consumer loans for vehicles or other personal needs. Additional offerings include crop insurance, trust and investment management, mortgage banking, convenient online and mobile banking platforms, and debit and credit card services. The company maintains a physical presence through 25 full-service bank branches and 15 loan production offices spread across Texas and Eastern New Mexico. Established in 1941, South Plains Financial, Inc. maintains its headquarters in Lubbock, Texas.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.37% | -0.17% | -1.19% | -0.90% | +7.41% | +4.61% | +14.43% | +83.17% | +76.17% | +129.19% | +129.19% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 0 | -1 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
46.00
+7.2%
|
| Last Quarter | 2 |
47.00
+9.6%
|
| Last Year | 4 |
45.75
+6.6%
|
| All Time | 5 |
43.80
+2.1%
|
-
Revenue growth+4.9% Q1'26: +7.0% (vs Q1'25)
-
EPS growth+17.8% Q1'26: +18.1% (vs Q1'25)
-
FCF margin— Q1'26: +20.0% (vs Q1'25)
-
EBIT margin— Q1'26: +24.8% (vs Q1'25)
-
ROIC— Q1'26: -69.8% (vs Q1'25)
-
Share dilution+3.3% Q1'26: -0.2% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 0.82× (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 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. 2 EPS Ana. |
Dec 2027 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
186.23M
est: 160.35M (+16.1%)
|
235.58M
est: 221.95M (+6.1%)
|
227.51M
est: 218.50M (+4.1%)
|
231.94M
est: 209.75M (+10.6%)
|
248.52M
est: 185.14M (+34.2%)
|
283.10M
est: 193.18M (+46.6%)
|
296.89M
est: 213.38M (+39.1%)
|
248.83M
245.88M – 251.78M
+16.6% YoY
|
270.83M
268.43M – 273.24M
+8.8% YoY
|
| EBITDA |
41.93M
est: 49.88M (-15.9%)
|
63.18M
est: 63.13M (+0.1%)
|
79.56M
est: 78.55M (+1.3%)
|
80.12M
est: 83.11M (-3.6%)
|
85.83M
est: 56.90M (+50.9%)
|
69.80M
est: 59.36M (+17.6%)
|
74.07M
est: 65.57M (+13.0%)
|
76.47M
75.56M – 77.37M
+16.6% YoY
|
83.23M
82.49M – 83.97M
+8.8% YoY
|
| EBIT |
36.70M
est: 45.54M (-19.4%)
|
56.60M
est: 63.03M (-10.2%)
|
73.12M
est: 60.02M (+21.8%)
|
73.15M
est: 66.03M (+10.8%)
|
79.42M
est: 52.92M (+50.1%)
|
63.29M
est: 55.21M (+14.6%)
|
74.07M
est: 60.99M (+21.5%)
|
71.12M
70.28M – 71.97M
+16.6% YoY
|
77.41M
76.72M – 78.10M
+8.8% YoY
|
| Net Income |
29.22M
est: 26.99M (+8.3%)
|
45.35M
est: 33.92M (+33.7%)
|
58.61M
est: 48.65M (+20.5%)
|
58.24M
est: 55.52M (+4.9%)
|
62.75M
est: 47.08M (+33.3%)
|
49.72M
est: 44.84M (+10.9%)
|
58.47M
est: 58.88M (-0.7%)
|
65.37M
63.47M – 67.27M
+11.0% YoY
|
69.59M
68.31M – 70.87M
+6.5% YoY
|
| SGA |
78.41M
est: 58.15M (+34.8%)
|
92.31M
est: 75.67M (+22.0%)
|
96.59M
est: 82.69M (+16.8%)
|
89.94M
est: 64.80M (+38.8%)
|
82.83M
est: 64.24M (+28.9%)
|
78.12M
est: 67.02M (+16.6%)
|
93.00M
est: 74.03M (+25.6%)
|
86.33M
85.31M – 87.36M
+16.6% YoY
|
93.97M
93.13M – 94.80M
+8.8% YoY
|
| EPS |
1.62
est: 1.64 (-1.2%)
|
2.51
est: 1.92 (+30.7%)
|
3.26
est: 3.00 (+8.8%)
|
3.35
est: 2.98 (+12.6%)
|
3.73
est: 2.77 (+34.6%)
|
3.03
est: 2.64 (+14.6%)
|
3.60
est: 3.45 (+4.4%)
|
3.85
3.74 – 3.96
+11.6% YoY
|
4.10
4.02 – 4.17
+6.6% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-30 | Piper Sandler | Overweight | Overweight | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 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 | South Plains Financial, Inc. Employee Stock Ownership Plan Trust (the “ESOP Trust”) | 2.80M | 15.70% | — | 2.80M | — | 2.80M | EP | State of Texas | 2022-02-16 | ↗ |
| 2 | Curtis C. Griffith | 2.61M | 14.70% | 2.13M | 480.4K | 2.13M | 480.4K | IN | United States of America | 2022-02-16 | ↗ |
| 3 | Richard D. Campbell | 1.75M | 9.90% | 1.75M | — | 46.4K | 1.70M | IN | United States of America | 2022-02-16 | ↗ |
| 4 | Henry TAW LP | 1.70M | 9.60% | — | — | — | 1.70M | PN | United States of America | 2022-02-16 | ↗ |
| 5 | (1) BlackRock, Inc. | 902.8K | 7.10% | — | — | 902.8K | — | HC | Delaware | 2024-10-22 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 1.22M +2.9K (+0.2%) | 47.20M +296.0K (+0.6%) | 7.49% +0.012 pp | 0.00% +0.000 pp | USD33.96 +14.3% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 726.2K +19.9K (+2.8%) | 28.18M +877.8K (+3.2%) | 4.47% +0.119 pp | 0.00% +0.000 pp | USD23.40 +65.8% | 27 qtrs — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 451.8K -29.0K (-6.0%) | 17.53M -1.1M (-5.7%) | 2.78% -0.182 pp | 0.00% 0.000 pp | USD27.99 +38.6% | 20 qtrs — |
| 4 | JPMORGAN CHASE & CO | 438.0K +57.0K (+15.0%) | 16.99M +2.3M (+15.4%) | 2.70% +0.349 pp | 0.00% +0.000 pp | USD34.37 +12.9% | 27 qtrs — |
| 5 | ACADIAN ASSET MANAGEMENT LLC | 389.4K +16.6K (+4.4%) | 15.10M +699.0K (+4.9%) | 2.40% +0.100 pp | 0.02% 0.000 pp | USD30.13 +28.8% | 26 qtrs — |
| 6 | AMERICAN CENTURY COMPANIES INC | 378.0K +30.3K (+8.7%) | 14.67M +1.2M (+9.2%) | 2.33% +0.185 pp | 0.01% +0.001 pp | USD31.67 +22.5% | 14 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 293.3K +2.0K (+0.7%) | 11.38M +122.3K (+1.1%) | 1.81% +0.011 pp | 0.00% +0.000 pp | USD23.56 +64.7% | 27 qtrs — |
| 8 | STATE STREET CORP | 289.8K -944.0 (-0.3%) | 11.24M +7.0K (+0.1%) | 1.78% -0.007 pp | 0.00% +0.000 pp | USD22.43 +73.0% | 27 qtrs — |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 181.5K +8.7K (+5.1%) | 7.04M +365.4K (+5.5%) | 1.12% +0.053 pp | 0.15% +0.005 pp | USD25.27 +53.5% | 18 qtrs — |
| 10 | GABELLI FUNDS LLC | 130.6K +— (+0.0%) | 5.07M +19.6K (+0.4%) | 0.80% -0.001 pp | 0.03% +0.000 pp | USD36.04 +7.7% | 3 qtrs — |
| 11 | POLARIS CAPITAL MANAGEMENT, LLC | 121.0K -10.5K (-8.0%) | 4.69M -387.7K (-7.6%) | 0.74% -0.065 pp | 0.39% +0.056 pp | USD17.16 +126.1% | 27 qtrs — |
| 12 | NORTHERN TRUST CORP | 112.2K -5.7K (-4.8%) | 4.35M -203.2K (-4.5%) | 0.69% -0.036 pp | 0.00% +0.000 pp | USD21.75 +78.4% | 27 qtrs — |
| 13 | DEPRINCE RACE & ZOLLO INC | 106.8K +26.8K (+33.5%) | 4.14M +1.1M (+34.0%) | 0.66% +0.164 pp | 0.08% +0.017 pp | USD35.14 +10.4% | 6 qtrs — |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 104.0K -76.0 (-0.1%) | 4.04M +12.7K (+0.3%) | 0.64% -0.001 pp | 0.00% +0.000 pp | USD32.92 +17.9% | 25 qtrs — |
| 15 | RUSSELL INVESTMENTS GROUP, LTD. | 94.9K +14.9K (+18.6%) | 3.68M +589.4K (+19.0%) | 0.58% +0.091 pp | 0.00% +0.001 pp | USD34.82 +11.4% | 6 qtrs — |
| 16 | EMPOWERED FUNDS, LLC | 91.8K +8.7K (+10.5%) | 3.56M +351.9K (+11.0%) | 0.56% +0.053 pp | 0.03% -0.004 pp | USD25.13 +54.4% | 11 qtrs — |
| 17 | TWO SIGMA INVESTMENTS, LP | 90.1K +13.3K (+17.4%) | 3.50M +528.8K (+17.8%) | 0.55% +0.082 pp | 0.00% +0.001 pp | USD34.38 +12.9% | 14 qtrs — |
| 18 | JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 81.4K +— (+0.0%) | 3.16M +12.2K (+0.4%) | 0.50% 0.000 pp | 2.93% -0.097 pp | USD29.34 +32.2% | 9 qtrs — |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 75.7K -1.2K (-1.6%) | 2.94M -35.0K (-1.2%) | 0.47% -0.008 pp | 0.00% +0.001 pp | USD35.29 +9.9% | 6 qtrs — |
| 20 | PANAGORA ASSET MANAGEMENT INC | 72.1K +29.5K (+69.2%) | 2.80M +1.2M (+69.9%) | 0.44% +0.181 pp | 0.01% +0.003 pp | USD30.03 +29.2% | 26 qtrs — |
| 21 | GOLDMAN SACHS GROUP INC | 71.3K +26.0K (+57.5%) | 2.77M +1.0M (+58.1%) | 0.44% +0.160 pp | 0.00% +0.000 pp | USD36.71 +5.7% | 14 qtrs — |
| 22 | VENTURI WEALTH MANAGEMENT, LLC | 65.7K -3.2K (-4.7%) | 2.55M -114.5K (-4.3%) | 0.40% -0.020 pp | 0.11% -0.011 pp | USD26.44 +46.7% | 21 qtrs — |
| 23 | MORGAN STANLEY | 62.1K +24.5K (+65.3%) | 2.41M +956.5K (+65.9%) | 0.38% +0.151 pp | 0.00% +0.000 pp | USD32.72 +18.6% | 27 qtrs — |
| 24 | TWO SIGMA ADVISERS, LP | 59.8K -9.2K (-13.3%) | 2.32M -346.6K (-13.0%) | 0.37% -0.057 pp | 0.00% -0.001 pp | USD31.79 +22.1% | 14 qtrs — |
| 25 | BANK OF NEW YORK MELLON CORP | 54.0K -2.6K (-4.6%) | 2.09M -92.2K (-4.2%) | 0.33% -0.016 pp | 0.00% 0.000 pp | USD22.96 +69.0% | 25 qtrs — |
| 26 | AQR CAPITAL MANAGEMENT LLC | 52.9K +23.9K (+82.4%) | 2.05M +931.0K (+83.1%) | 0.33% +0.147 pp | 0.00% +0.000 pp | USD36.93 +5.1% | 5 qtrs — |
| 27 | MILLENNIUM MANAGEMENT LLC | 51.9K -19.8K (-27.6%) | 2.01M -756.3K (-27.3%) | 0.32% -0.122 pp | 0.00% 0.000 pp | USD32.15 +20.7% | 11 qtrs — |
| 28 | QUBE RESEARCH & TECHNOLOGIES LTD | 49.7K -1.6K (-3.2%) | 1.93M -55.9K (-2.8%) | 0.31% -0.010 pp | 0.00% 0.000 pp | USD32.50 +19.4% | 9 qtrs — |
| 29 | BARCLAYS PLC | 47.9K -5.5K (-10.3%) | 1.86M +46.8K (+2.6%) | 0.29% -0.034 pp | 0.00% +0.000 pp | USD27.22 +42.5% | 27 qtrs — |
| 30 | FIRST TRUST ADVISORS LP | 44.9K -1.6K (-3.4%) | 1.74M -54.5K (-3.0%) | 0.28% -0.010 pp | 0.00% 0.000 pp | USD36.07 +7.6% | 10 qtrs — |
| 31 | QUANTINNO CAPITAL MANAGEMENT LP | 39.8K -1.8K (-4.4%) | 1.54M -64.6K (-4.0%) | 0.24% -0.012 pp | 0.00% -0.001 pp | USD31.08 +24.8% | 8 qtrs — |
| 32 | ELIZABETH PARK CAPITAL ADVISORS, LTD. | 39.5K -2.5K (-6.0%) | 1.53M -91.6K (-5.6%) | 0.24% -0.016 pp | 1.26% -0.052 pp | USD38.65 +0.4% | 2 qtrs — |
| 33 | JACOBS LEVY EQUITY MANAGEMENT, INC | 37.8K -2.8K (-6.9%) | 1.47M -102.8K (-6.5%) | 0.23% -0.018 pp | 0.01% -0.001 pp | USD30.65 +26.6% | 19 qtrs — |
| 34 | MARTINGALE ASSET MANAGEMENT L P | 37.3K -1.5K (-3.8%) | 1.45M -51.5K (-3.4%) | 0.23% -0.009 pp | 0.04% -0.001 pp | USD26.95 +44.0% | 25 qtrs — |
| 35 | SWISS NATIONAL BANK | 25.6K +800.0 (+3.2%) | 994.6K +34.8K (+3.6%) | 0.16% +0.005 pp | 0.00% +0.000 pp | USD27.40 +41.6% | 13 qtrs — |
| 36 | SEI INVESTMENTS CO | 23.9K +3.0 (+0.0%) | 928.7K +3.7K (+0.4%) | 0.15% 0.000 pp | 0.00% 0.000 pp | USD33.99 +14.2% | 6 qtrs — |
| 37 | GLOBEFLEX CAPITAL L P | 23.6K +— (+0.0%) | 915.2K +3.5K (+0.4%) | 0.15% 0.000 pp | 0.14% 0.000 pp | USD27.21 +42.6% | 16 qtrs — |
| 38 | LAZARD ASSET MANAGEMENT LLC | 23.4K +868.0 (+3.8%) | 909.6K +37.1K (+4.2%) | 0.14% +0.005 pp | 0.00% +0.000 pp | USD38.63 +0.4% | 3 qtrs — |
| 39 | SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 22.6K +— (+0.0%) | 878.0K +3.4K (+0.4%) | 0.14% 0.000 pp | 0.50% -0.011 pp | USD38.65 +0.4% | 2 qtrs — |
| 40 | SALZHAUER MICHAEL | 22.5K +3.8K (+20.5%) | 874.8K +498.2K (+132.3%) | 0.14% +0.024 pp | 0.36% +0.177 pp | USD28.74 +35.0% | 8 qtrs — |
| 41 | CREATIVE PLANNING | 22.4K +303.0 (+1.4%) | 870.4K +15.1K (+1.8%) | 0.14% +0.002 pp | 0.00% +0.000 pp | USD35.51 +9.3% | 6 qtrs — |
| 42 | THRIVENT FINANCIAL FOR LUTHERANS | 21.2K +21.2K (+100.0%) | 823.0K +823.0K (+100.0%) | 0.13% +0.131 pp | 0.00% +0.002 pp | USD38.80 +0.0% | 1 qtrs NEW |
| 43 | UBS GROUP AG | 20.7K +9.4K (+82.6%) | 804.2K +365.5K (+83.3%) | 0.13% +0.058 pp | 0.00% +0.000 pp | USD36.25 +7.0% | 27 qtrs — |
| 44 | GAMCO INVESTORS, INC. ET AL | 18.8K -244.0 (-1.3%) | 728.4K -6.6K (-0.9%) | 0.12% -0.002 pp | 0.01% 0.000 pp | USD36.04 +7.7% | 3 qtrs — |
| 45 | INVESCO LTD. | 18.0K -1.8K (-8.9%) | 698.0K -65.2K (-8.5%) | 0.11% -0.011 pp | 0.00% +0.000 pp | USD33.34 +16.4% | 16 qtrs — |
| 46 | UBS ASSET MANAGEMENT AMERICAS INC | 17.7K +226.0 (+1.3%) | 688.1K +11.4K (+1.7%) | 0.11% +0.001 pp | 0.00% +0.000 pp | USD31.18 +24.4% | 10 qtrs — |
| 47 | HSBC HOLDINGS PLC | 17.4K +151.0 (+0.9%) | 673.3K +14.3K (+2.2%) | 0.11% +0.001 pp | 0.00% +0.000 pp | USD38.65 +0.4% | 2 qtrs — |
| 48 | RHUMBLINE ADVISERS | 17.3K -2.9K (-14.3%) | 671.5K -108.7K (-13.9%) | 0.11% -0.018 pp | 0.00% 0.000 pp | USD22.95 +69.1% | 24 qtrs — |
| 49 | BANK OF AMERICA CORP /DE/ | 16.9K +4.8K (+39.2%) | 657.6K +187.1K (+39.8%) | 0.10% +0.029 pp | 0.00% +0.000 pp | USD35.08 +10.6% | 27 qtrs — |
| 50 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 16.9K +199.0 (+1.2%) | 656.5K +10.2K (+1.6%) | 0.10% +0.001 pp | 0.00% 0.000 pp | USD37.69 +2.9% | 3 qtrs — |
| 51 | NUVEEN, LLC | 16.5K +— (+0.0%) | 639.9K +2.5K (+0.4%) | 0.10% 0.000 pp | 0.00% +0.000 pp | USD33.12 +17.1% | 4 qtrs — |
| 52 | D. E. SHAW & CO., INC. | 15.8K +2.1K (+15.2%) | 612.4K +82.8K (+15.6%) | 0.10% +0.013 pp | 0.00% +0.000 pp | USD32.69 +18.7% | 9 qtrs — |
| 53 | WELLS FARGO & COMPANY/MN | 15.5K +4.6K (+41.6%) | 602.4K +178.6K (+42.1%) | 0.10% +0.028 pp | 0.00% +0.000 pp | USD32.50 +19.4% | 26 qtrs — |
| 54 | STRS OHIO | 14.9K -400.0 (-2.6%) | 578.1K -13.2K (-2.2%) | 0.09% -0.003 pp | 0.00% +0.000 pp | USD19.22 +101.9% | 27 qtrs — |
| 55 | CITADEL ADVISORS LLC | 13.4K +7.2K (+114.9%) | 521.6K +279.8K (+115.7%) | 0.08% +0.044 pp | 0.00% +0.000 pp | USD34.81 +11.5% | 8 qtrs — |
| 56 | LOS ANGELES CAPITAL MANAGEMENT LLC | 14.4K +4.6K (+47.2%) | 519.9K +142.1K (+37.6%) | 0.09% +0.028 pp | 0.00% +0.001 pp | USD38.70 +0.3% | 2 qtrs — |
| 57 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 12.9K +1.4K (+12.5%) | 499.3K +57.0K (+12.9%) | 0.08% +0.009 pp | 0.00% +0.000 pp | USD26.43 +46.8% | 27 qtrs — |
| 58 | ARISTA WEALTH MANAGEMENT, LLC | 12.2K +— (+0.0%) | 472.3K +1.8K (+0.4%) | 0.07% 0.000 pp | 0.06% -0.001 pp | USD22.51 +72.4% | 11 qtrs — |
| 59 | ALLIANCEBERNSTEIN L.P. | 11.6K +— (+0.0%) | 451.2K +1.7K (+0.4%) | 0.07% 0.000 pp | 0.00% +0.000 pp | USD29.77 +30.3% | 9 qtrs — |
| 60 | BNP PARIBAS ARBITRAGE, SNC | 11.4K +4.7K (+70.3%) | 442.5K +183.7K (+71.0%) | 0.07% +0.029 pp | 0.00% +0.000 pp | USD36.73 +5.6% | 27 qtrs — |
| 61 | VOLEON CAPITAL MANAGEMENT LP | 11.3K +11.3K (+100.0%) | 439.6K +439.6K (+100.0%) | 0.07% +0.070 pp | 0.01% +0.010 pp | USD38.80 +0.0% | 1 qtrs NEW |
| 62 | MARINER, LLC | 11.1K +804.0 (+7.8%) | 432.4K +32.9K (+8.2%) | 0.07% +0.005 pp | 0.00% +0.000 pp | USD34.57 +12.2% | 6 qtrs — |
| 63 | CANADA PENSION PLAN INVESTMENT BOARD | 9.9K +9.9K (+100.0%) | 384.1K +384.1K (+100.0%) | 0.06% +0.061 pp | 0.00% +0.000 pp | USD38.80 +0.0% | 1 qtrs NEW |
| 64 | LEGAL & GENERAL GROUP PLC | 9.9K +— (+0.0%) | 383.0K +1.5K (+0.4%) | 0.06% 0.000 pp | 0.00% +0.000 pp | USD26.15 +48.4% | 27 qtrs — |
| 65 | STERLING CAPITAL MANAGEMENT LLC | 9.9K -146.0 (-1.5%) | 382.8K -4.2K (-1.1%) | 0.06% -0.001 pp | 0.01% +0.001 pp | USD34.23 +13.4% | 6 qtrs — |
| 66 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 8.9K +— (+0.0%) | 345.6K +1.3K (+0.4%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD36.04 +7.7% | 3 qtrs — |
| 67 | TEACHER RETIREMENT SYSTEM OF TEXAS | 8.9K -1.3K (-12.9%) | 345.4K -49.8K (-12.6%) | 0.05% -0.008 pp | 0.00% 0.000 pp | USD32.09 +20.9% | 11 qtrs — |
| 68 | JONES FINANCIAL COMPANIES LLLP | 8.8K +8.8K (+100.0%) | 341.4K +341.4K (+100.0%) | 0.05% +0.054 pp | 0.00% +0.000 pp | USD38.80 +0.0% | 1 qtrs NEW |
| 69 | FRANKLIN RESOURCES INC | 7.8K +— (+0.0%) | 302.1K +1.2K (+0.4%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD34.26 +13.3% | 6 qtrs — |
| 70 | PRICE T ROWE ASSOCIATES INC /MD/ | 7.7K +844.0 (+12.4%) | 298.0K +34.0K (+12.9%) | 0.05% +0.005 pp | 0.00% +0.000 pp | USD36.48 +6.4% | 3 qtrs — |
| 71 | METLIFE INVESTMENT MANAGEMENT, LLC | 7.6K +— (+0.0%) | 293.7K +1.1K (+0.4%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD26.79 +44.8% | 18 qtrs — |
| 72 | WESTWOOD HOLDINGS GROUP INC | 7.5K +— (+0.0%) | 291.3K +1.3K (+0.4%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD22.72 +70.8% | 20 qtrs — |
| 73 | POLYMER CAPITAL MANAGEMENT (US) LLC | 7.4K +10.0 (+0.1%) | 285.8K +1.5K (+0.5%) | 0.05% +0.000 pp | 0.03% 0.000 pp | USD36.56 +6.1% | 3 qtrs — |
| 74 | LPL FINANCIAL LLC | 7.2K +7.2K (+100.0%) | 279.9K +279.9K (+100.0%) | 0.04% +0.044 pp | 0.00% +0.000 pp | USD38.80 +0.0% | 1 qtrs NEW |
| 75 | JUMP FINANCIAL, LLC | 7.0K -909.0 (-11.5%) | 270.4K -34.1K (-11.2%) | 0.04% -0.006 pp | 0.00% 0.000 pp | USD38.65 +0.4% | 2 qtrs — |
| 76 | PHARVISION ADVISERS, LLC | 6.8K -2.5K (-26.7%) | 265.7K -95.6K (-26.5%) | 0.04% -0.015 pp | 0.13% -0.069 pp | USD38.65 +0.4% | 2 qtrs — |
| 77 | AMERIPRISE FINANCIAL INC | 6.4K +— (+0.0%) | 247.6K +958.0 (+0.4%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD31.10 +24.8% | 13 qtrs — |
| 78 | DEUTSCHE BANK AG\ | 6.2K +— (+0.0%) | 240.6K +931.0 (+0.4%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD25.67 +51.1% | 27 qtrs — |
| 79 | QUEST PARTNERS LLC | 6.1K +6.1K (+100.0%) | 237.8K +237.8K (+100.0%) | 0.04% +0.038 pp | 0.01% +0.013 pp | USD38.80 +0.0% | 1 qtrs NEW |
| 80 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 6.0K +56.0 (+0.9%) | 232.6K +3.1K (+1.3%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD28.51 +36.1% | 7 qtrs — |
| 81 | POINT72 ASSET MANAGEMENT, L.P. | 5.9K +5.9K (+100.0%) | 230.0K +230.0K (+100.0%) | 0.04% +0.037 pp | 0.00% +0.000 pp | USD38.80 +0.0% | 1 qtrs NEW |
| 82 | TRUIST FINANCIAL CORP | 5.9K +— (+0.0%) | 228.4K +883.0 (+0.4%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD36.04 +7.7% | 13 qtrs — |
| 83 | OCCUDO QUANTITATIVE STRATEGIES LP | 5.8K +234.0 (+4.2%) | 226.7K +9.9K (+4.6%) | 0.04% +0.001 pp | 0.02% -0.011 pp | USD38.66 +0.4% | 2 qtrs — |
| 84 | INTECH INVESTMENT MANAGEMENT LLC | 5.6K -519.0 (-8.5%) | 217.3K -19.2K (-8.1%) | 0.03% -0.003 pp | 0.00% 0.000 pp | USD34.19 +13.5% | 5 qtrs — |
| 85 | SQUAREPOINT OPS LLC | 5.4K +5.4K (+100.0%) | 211.2K +211.2K (+100.0%) | 0.03% +0.034 pp | 0.00% +0.000 pp | USD38.80 +0.0% | 1 qtrs NEW |
| 86 | HRT FINANCIAL LP | 5.4K +5.4K (+100.0%) | 208.0K +208.0K (+100.0%) | 0.03% +0.033 pp | 0.00% +0.001 pp | USD38.80 +0.0% | 6 qtrs — |
| 87 | SG AMERICAS SECURITIES, LLC | 5.0K +1.2K (+31.4%) | 195.0K +47.0K (+31.8%) | 0.03% +0.007 pp | 0.00% 0.000 pp | USD38.69 +0.3% | 10 qtrs — |
| 88 | NEW YORK STATE COMMON RETIREMENT FUND | 4.4K +— (+0.0%) | 169.8K +656.0 (+0.4%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD18.65 +108.0% | 27 qtrs — |
| 89 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 4.1K +— (+0.0%) | 159.9K +619.0 (+0.4%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD26.44 +46.7% | 10 qtrs — |
| 90 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 4.0K +— (+0.0%) | 156.1K +603.0 (+0.4%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD24.87 +56.0% | 24 qtrs — |
| 91 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 3.6K +— (+0.0%) | 138.5K +536.0 (+0.4%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD35.76 +8.5% | 5 qtrs — |
| 92 | SOUTH PLAINS FINANCIAL, INC. | 3.3K +— (+0.0%) | 129.1K +500.0 (+0.4%) | 0.02% +0.000 pp | 0.08% -0.004 pp | USD34.75 +11.7% | 5 qtrs — |
| 93 | KLP KAPITALFORVALTNING AS | 2.9K +— (+0.0%) | 112.5K +435.0 (+0.4%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD34.75 +11.7% | 5 qtrs — |
| 94 | CWM, LLC | 2.8K +634.0 (+29.9%) | 107.0K +25.0K (+30.5%) | 0.02% +0.004 pp | 0.00% +0.000 pp | USD35.18 +10.3% | 10 qtrs — |
| 95 | CITIGROUP INC | 2.7K -36.5K (-93.2%) | 103.6K -1.4M (-93.1%) | 0.02% -0.225 pp | 0.00% -0.001 pp | USD27.45 +41.3% | 27 qtrs — |
| 96 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.4K -530.0 (-18.1%) | 93.1K -20.1K (-17.8%) | 0.01% -0.003 pp | 0.00% +0.000 pp | USD36.04 +7.7% | 3 qtrs — |
| 97 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 1.6K +913.0 (+138.8%) | 60.0K +35.0K (+140.0%) | 0.01% +0.006 pp | 0.00% +0.000 pp | USD38.74 +0.2% | 2 qtrs — |
| 98 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 1.5K +— (+0.0%) | 57.7K +223.0 (+0.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD38.65 +0.4% | 2 qtrs — |
| 99 | AMERITAS INVESTMENT PARTNERS, INC. | 1.2K +— (+0.0%) | 46.8K +181.0 (+0.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD21.40 +81.3% | 27 qtrs — |
| 100 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 572.00 +— (+0.0%) | 22.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD27.53 +40.9% | 13 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.78% | 2.02M | 0.65% |
| 2 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.33% | 297.4K | 0.63% |
| 3 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.30% | 765.4K | 0.12% |
| 4 | Amplify Etho Climate Leadership U.S. ETF ETHO | 0.30% | 553.5K | 0.45% |
| 5 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.17% | 2.83M | 0.47% |
| 6 | iShares Micro-Cap ETF IWC | 0.15% | 2.26M | 0.60% |
| 7 | State Street SPDR S&P Regional Banking ETF KRE | 0.15% | 7.34M | 0.35% |
| 8 | Hartford Multifactor Small Cap ETF ROSC | 0.13% | 79.2K | 0.34% |
| 9 | Lazard US Systematic Small Cap Equity ETF SYZ | 0.08% | 42.2K | 0.74% |
| 10 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.07% | 62.2K | 0.89% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-20 | Washburn LaDana R | Director | A-Award | A | Common Stock | 623 | 0.00 | — | 2,245 | D | ↗ |
| 2026-05-20 | Wargo Kyle R | Director | A-Award | A | Common Stock | 623 | 0.00 | — | 14,157 | D | ↗ |
| 2026-05-20 | Valles Noe G | Director | A-Award | A | Common Stock | 623 | 0.00 | — | 487,757 | D | ↗ |
| 2026-05-20 | Campbell Richard D | Director | A-Award | A | Common Stock | 623 | 0.00 | — | 10,384 | D | ↗ |
| 2026-05-19 | Stein James D. | Director | S-Sale | D | Common Stock | 1,560 | 40.07 | 62.5K | 342,872 | D | ↗ |
| 2026-05-18 | Stein James D. | Director | S-Sale | D | Common Stock | 13,504 | 40.01 | 540.3K | 344,432 | D | ↗ |
| 2026-05-11 | Stein James D. | Director | S-Sale | D | Common Stock | 4,936 | 40.06 | 197.7K | 357,936 | D | ↗ |
| 2026-05-08 | Stein James D. | Director | S-Sale | D | Common Stock | 10,000 | 40.38 | 403.8K | 362,872 | D | ↗ |
| 2026-04-01 | Stein James D. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-16 | Newsom Mikella D | Officer | A-Award | A | Common Stock | 358 | 0.00 | — | 24,799 | I | ↗ |
| 2026-03-14 | Newsom Mikella D | Officer | F-InKind | D | Common Stock | 184 | 40.74 | 7.5K | 24,441 | I | ↗ |
| 2026-02-19 | Crockett Steven B | Officer | F-InKind | D | Common Stock | 582 | 41.86 | 24.4K | 90,312 | D | ↗ |
| 2026-02-18 | Newsom Mikella D | Officer | A-Award | A | Common Stock | 1,605 | 0.00 | — | 49,285 | D | ↗ |
| 2026-02-18 | Ehlers Paul A | Other | A-Award | A | Common Stock | 2,283 | 0.00 | — | 87,519 | D | ↗ |
| 2026-02-18 | Crockett Steven B | Officer | A-Award | A | Common Stock | 5,306 | 0.00 | — | 90,894 | D | ↗ |
| 2026-02-18 | Bates Brent A | Other | A-Award | A | Common Stock | 2,283 | 0.00 | — | 13,620 | D | ↗ |
| 2026-02-17 | Newsom Mikella D | Officer | F-InKind | D | Common Stock | 612 | 42.50 | 26.0K | 47,680 | D | ↗ |
| 2026-02-17 | Ehlers Paul A | Other | F-InKind | D | Common Stock | 884 | 42.50 | 37.6K | 85,236 | D | ↗ |
| 2026-02-17 | Bates Brent A | Other | F-InKind | D | Common Stock | 840 | 42.50 | 35.7K | 11,337 | D | ↗ |
| 2026-02-11 | Griffith Curtis C | Director / Officer | G-Gift | D | Common Stock | 4,000 | 0.00 | — | 457,119 | D | ↗ |
| 2026-01-05 | Newsom Cory T | Director / Officer | F-InKind | D | Common Stock | 2,071 | 38.28 | 79.3K | 288,474 | D | ↗ |
| 2026-01-05 | Griffith Curtis C | Director / Officer | A-Award | A | Stock Options (Right to Buy) | 10,644 | 38.92 | 414.3K | 10,644 | D | ↗ |
| 2025-12-31 | Newsom Mikella D | Officer | M-Exempt | D | Stock Options (Right to Buy) | 3,000 | 8.60 | 25.8K | 0 | I | ↗ |
| 2025-12-31 | Newsom Cory T | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 9,000 | 8.60 | 77.4K | 0 | D | ↗ |
| 2025-12-31 | Griffith Curtis C | Director / Officer | F-InKind | D | Common Stock | 1,224 | 39.61 | 48.5K | 459,016 | D | ↗ |
| 2025-12-31 | Ehlers Paul A | Other | M-Exempt | D | Stock Options (Right to Buy) | 6,000 | 8.60 | 51.6K | 0 | D | ↗ |
| 2025-12-31 | Crockett Steven B | Officer | F-InKind | D | Common Stock | 2,447 | 39.61 | 96.9K | 85,588 | D | ↗ |
| 2025-09-12 | Campbell Richard D | Director / 10% Owner | S-Sale | D | Common Stock | 15,583 | 39.62 | 617.4K | 1,529,386 | I | ↗ |
| 2025-09-11 | Campbell Richard D | Director / 10% Owner | S-Sale | D | Common Stock | 44,417 | 40.21 | 1.79M | 1,544,969 | I | ↗ |
| 2025-05-21 | Washburn LaDana R | Director | A-Award | A | Common Stock | 697 | 0.00 | — | 1,622 | D | ↗ |
| 2025-05-21 | Wargo Kyle R | Director | A-Award | A | Common Stock | 697 | 0.00 | — | 13,534 | D | ↗ |
| 2025-05-21 | Valles Noe G | Director | A-Award | A | Common Stock | 697 | 0.00 | — | 487,134 | D | ↗ |
| 2025-05-21 | Campbell Richard D | Director / 10% Owner | A-Award | A | Common Stock | 697 | 0.00 | — | 9,761 | D | ↗ |
| 2025-03-18 | Newsom Mikella D | Officer | A-Award | A | Common Stock | 320 | 0.00 | — | 22,849 | I | ↗ |
| 2025-03-10 | Valles Noe G | Director | P-Purchase | A | Common Stock | 100,000 | 33.00 | 3.30M | 486,437 | D | ↗ |
| 2025-03-10 | Griffith Curtis C | Director / Officer | D-Return | D | Common Stock | 250,000 | 33.00 | 8.25M | 557,240 | D | ↗ |
| 2025-02-21 | Crockett Steven B | Officer | F-InKind | D | Common Stock | 783 | 35.17 | 27.5K | 82,035 | D | ↗ |
| 2025-02-19 | Newsom Mikella D | Officer | A-Award | A | Common Stock | 1,880 | 0.00 | — | 46,516 | D | ↗ |
| 2025-02-19 | Ehlers Paul A | Other | A-Award | A | Common Stock | 2,675 | 0.00 | — | 82,567 | D | ↗ |
| 2025-02-19 | Crockett Steven B | Officer | A-Award | A | Common Stock | 6,197 | 0.00 | — | 82,818 | D | ↗ |
| 2025-02-19 | Bates Brent A | Other | A-Award | A | Common Stock | 2,675 | 0.00 | — | 12,177 | D | ↗ |
| 2025-02-18 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 21,443 | 35.36 | 758.2K | 807,240 | D | ↗ |
| 2025-02-14 | Griffith Curtis C | Director / Officer / 10% Owner | G-Gift | D | Common Stock | 3,000 | 0.00 | — | 833,879 | D | ↗ |
| 2025-02-13 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 17,939 | 35.40 | 635.0K | 836,879 | D | ↗ |
| 2025-02-12 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 15,422 | 35.69 | 550.4K | 854,818 | D | ↗ |
| 2025-01-03 | Newsom Cory T | Director / Officer | A-Award | A | Stock Options (Right to Buy) | 18,880 | 34.01 | 642.1K | 18,880 | D | ↗ |
| 2025-01-03 | Griffith Curtis C | Director / Officer / 10% Owner | A-Award | A | Common Stock | 3,675 | 34.01 | 125.0K | 870,240 | D | ↗ |
| 2025-01-02 | Newsom Cory T | Director / Officer | F-InKind | D | Common Stock | 2,372 | 34.83 | 82.6K | 277,865 | D | ↗ |
| 2025-01-02 | Griffith Curtis C | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 1,285 | 34.83 | 44.8K | 866,565 | D | ↗ |
| 2024-12-31 | Newsom Mikella D | Officer | M-Exempt | A | Common Stock | 3,000 | 5.88 | 17.6K | 23,646 | I | ↗ |
| 2024-12-31 | Newsom Cory T | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 9,000 | 5.88 | 52.9K | 0 | D | ↗ |
| 2024-12-31 | Griffith Curtis C | Director / Officer / 10% Owner | M-Exempt | D | Stock Options (Right to Buy) | 3,000 | 5.88 | 17.6K | 0 | D | ↗ |
| 2024-12-31 | Ehlers Paul A | Officer | F-InKind | D | Common Stock | 2,323 | 34.53 | 80.2K | 79,359 | D | ↗ |
| 2024-12-31 | Crockett Steven B | Officer | M-Exempt | A | Common Stock | 6,000 | 5.88 | 35.3K | 78,855 | D | ↗ |
| 2024-11-15 | Newsom Mikella D | Officer | M-Exempt | A | Common Stock | 2,063 | 20.93 | 43.2K | 21,759 | I | ↗ |
| 2024-11-05 | Valles Noe G | Director | P-Purchase | A | Common Stock | 50,000 | 33.50 | 1.68M | 386,437 | D | ↗ |
| 2024-11-05 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 50,000 | 33.50 | 1.68M | 865,967 | D | ↗ |
| 2024-11-05 | Ehlers Paul A | Other | — | — | Stock Options (Right to Buy) | 6,000 | 5.88 | 35.3K | 0 | D | ↗ |
| 2024-11-05 | Bates Brent A | Other | — | — | Common Stock | 0 | 0.00 | — | 9,502 | D | ↗ |
| 2024-08-15 | Valles Noe G | Director | P-Purchase | A | Common Stock | 50,000 | 30.00 | 1.50M | 336,437 | — | ↗ |
| 2024-08-15 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 50,000 | 30.00 | 1.50M | 915,967 | — | ↗ |
| 2024-08-06 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 21,340 | 30.00 | 640.2K | 965,967 | — | ↗ |
| 2024-08-05 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 9,591 | 30.10 | 288.7K | 987,307 | — | ↗ |
| 2024-08-02 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 1,599 | 31.00 | 49.6K | 996,898 | — | ↗ |
| 2024-07-31 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 12,470 | 32.96 | 411.0K | 998,497 | — | ↗ |
| 2024-07-30 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 5,000 | 33.00 | 165.0K | 1,010,967 | — | ↗ |
| 2024-07-01 | Griffith Curtis C | Director / Officer / 10% Owner | D-Return | D | Common Stock | 40,000 | 25.00 | 1.00M | 1,015,967 | — | ↗ |
| 2024-06-13 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 3,000 | 26.54 | 79.6K | 1,060,797 | — | ↗ |
| 2024-05-15 | Washburn LaDana R | Director | A-Award | A | Common Stock | 925 | 0.00 | — | 925 | — | ↗ |
| 2024-05-15 | Wargo Kyle R | Director | A-Award | A | Common Stock | 925 | 0.00 | — | 12,837 | — | ↗ |
| 2024-05-15 | Valles Noe G | Director | A-Award | A | Common Stock | 925 | 0.00 | — | 286,437 | — | ↗ |
| 2024-05-15 | Campbell Richard D | Director | A-Award | A | Common Stock | 925 | 0.00 | — | 9,064 | — | ↗ |
| 2024-05-06 | Valles Noe G | Director | P-Purchase | A | Common Stock | 40,000 | 25.00 | 1.00M | 285,512 | — | ↗ |
| 2024-05-06 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 40,000 | 25.00 | 1.00M | 1,063,797 | — | ↗ |
| 2024-03-18 | Newsom Mikella D | Officer | A-Award | A | Common Stock | 960 | 0.00 | — | 17,841 | — | ↗ |
| 2024-03-12 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 100,000 | 24.75 | 2.48M | 1,103,797 | — | ↗ |
| 2024-03-08 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 24,160 | 25.27 | 610.5K | 1,203,797 | — | ↗ |
| 2024-03-07 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 796 | 26.03 | 20.7K | 1,227,957 | — | ↗ |
| 2024-03-06 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 6,266 | 26.04 | 163.2K | 1,247,531 | — | ↗ |
| 2024-02-27 | Valles Noe G | Director | P-Purchase | A | Common Stock | 50,000 | 25.00 | 1.25M | 245,512 | — | ↗ |
| 2024-02-27 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 50,000 | 25.00 | 1.25M | 1,253,797 | — | ↗ |
| 2024-02-21 | Newsom Mikella D | Officer | A-Award | A | Common Stock | 2,404 | 0.00 | — | 29,995 | — | ↗ |
| 2024-02-21 | Crockett Steven B | Officer | A-Award | A | Common Stock | 7,804 | 0.00 | — | 72,855 | — | ↗ |
| 2024-02-16 | Crockett Steven B | Officer | F-InKind | D | Common Stock | 754 | 26.20 | 19.8K | 65,051 | — | ↗ |
| 2024-02-06 | Valles Noe G | Director | P-Purchase | A | Common Stock | 30,000 | 27.00 | 810.0K | 195,512 | — | ↗ |
| 2024-02-06 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 30,000 | 27.00 | 810.0K | 1,303,797 | — | ↗ |
| 2024-01-31 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 1,600 | 28.10 | 45.0K | 1,333,797 | — | ↗ |
| 2024-01-02 | Newsom Cory T | Director / Officer | F-InKind | D | Common Stock | 2,550 | 28.96 | 73.8K | 274,588 | — | ↗ |
| 2024-01-02 | Griffith Curtis C | Director / Officer / 10% Owner | A-Award | A | Stock Options (Right to Buy) | 12,608 | 29.32 | 369.7K | 12,608 | — | ↗ |
| 2023-12-29 | Newsom Mikella D | Officer | M-Exempt | D | Stock Options (Right to Buy) | 3,000 | 10.33 | 31.0K | 0 | — | ↗ |
| 2023-12-29 | Newsom Cory T | Director / Officer | M-Exempt | A | Common Stock | 9,000 | 10.33 | 93.0K | 273,182 | — | ↗ |
| 2023-12-29 | Griffith Curtis C | Director / Officer / 10% Owner | M-Exempt | D | Stock Options (Right to Buy) | 9,000 | 10.33 | 93.0K | 0 | — | ↗ |
| 2023-12-29 | Crockett Steven B | Officer | M-Exempt | A | Common Stock | 6,000 | 10.33 | 62.0K | 68,852 | — | ↗ |
| 2023-12-13 | Campbell Richard D | Director | S-Sale | D | Common Stock | 54,400 | 27.50 | 1.50M | 1,589,386 | — | ↗ |
| 2023-11-07 | Griffith Curtis C | Director / Officer / 10% Owner | D-Return | D | Common Stock | 100,000 | 26.30 | 2.63M | 1,328,075 | — | ↗ |
| 2023-09-06 | Griffith Curtis C | Director / Officer / 10% Owner | D-Return | D | Common Stock | 30,188 | 26.49 | 799.7K | 1,428,075 | — | ↗ |
| 2023-08-11 | Valles Noe G | Director | P-Purchase | A | Common Stock | 23,000 | 26.88 | 618.2K | 165,512 | — | ↗ |
| 2023-08-11 | Griffith Curtis C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 23,000 | 26.88 | 618.2K | 64,000 | — | ↗ |
| 2023-08-10 | Griffith Curtis C | Director / Officer / 10% Owner | D-Return | D | Common Stock | 80,000 | 26.88 | 2.15M | 1,458,263 | — | ↗ |
| 2023-06-14 | Griffith Curtis C | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 1,500 | 24.24 | 36.4K | 1,538,263 | — | ↗ |
| 2023-06-13 | Griffith Curtis C | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 1,500 | 23.82 | 35.7K | 1,536,763 | — | ↗ |
| 2023-06-09 | Newsom Cory T | Director / Officer | P-Purchase | A | Common Stock | 335 | 23.75 | 8.0K | 264,182 | — | ↗ |
| 2023-06-07 | Newsom Cory T | Director / Officer | P-Purchase | A | Common Stock | 3,500 | 23.53 | 82.4K | 263,847 | — | ↗ |
| 2023-05-16 | Washburn LaDana R | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-20 | Newsom Cory T | Director / Officer | F-InKind | D | Common Stock | 4,841 | 22.27 | 107.8K | 260,347 | — | ↗ |
| 2023-02-16 | Wargo Kyle R | Director | A-Award | A | Common Stock | 916 | 0.00 | — | 11,912 | — | ↗ |
| 2023-02-16 | Valles Noe G | Director | A-Award | A | Common Stock | 916 | 0.00 | — | 142,512 | — | ↗ |
| 2023-02-16 | Newsom Mikella D | Officer | A-Award | A | Common Stock | 2,200 | 0.00 | — | 26,125 | — | ↗ |
| 2023-02-16 | Keith Cynthia B | Director | A-Award | A | Common Stock | 916 | 0.00 | — | 7,912 | — | ↗ |
| 2023-02-16 | Crockett Steven B | Officer | A-Award | A | Stock Options (Right to Buy) | 12,898 | 27.27 | 351.7K | 12,898 | — | ↗ |
| 2023-02-16 | Campbell Richard D | Director | A-Award | A | Common Stock | 916 | 0.00 | — | 8,139 | — | ↗ |
| 2023-01-03 | Newsom Cory T | Officer | A-Award | A | Stock Options (Right to Buy) | 21,358 | 0.00 | — | 21,358 | — | ↗ |
| 2023-01-03 | Griffith Curtis C | Officer | A-Award | A | Common Stock | 4,540 | 27.53 | 125.0K | 1,434,728 | — | ↗ |
| 2023-01-03 | Crockett Steven B | Officer | F-InKind | D | Common Stock | 695 | 27.53 | 19.1K | 29,139 | — | ↗ |
| 2022-12-31 | Newsom Mikella D | Officer | — | — | Stock Options (right to buy) | 4,500 | 19.05 | 85.7K | 0 | D | ↗ |
| 2022-12-30 | Newsom Mikella D | Officer | M-Exempt | D | Stock Options (Right to Buy) | 4,500 | 0.00 | — | 0 | — | ↗ |
| 2022-12-30 | Newsom Cory T | Officer | F-InKind | D | Common Stock | 5,125 | 27.93 | 143.1K | 176,609 | — | ↗ |
| 2022-12-30 | Griffith Curtis C | Officer | M-Exempt | D | Stock Options (Right to Buy) | 9,000 | 0.00 | — | 0 | — | ↗ |
| 2022-12-30 | Deterding Kelly L. | Director | M-Exempt | D | Stock Options (Right to Buy) | 1,500 | 0.00 | — | 0 | — | ↗ |
| 2022-12-30 | Crockett Steven B | Officer | M-Exempt | D | Stock Options (Right to Buy) | 3,000 | 0.00 | — | 0 | — | ↗ |
| 2022-11-09 | Campbell Richard D | Director | S-Sale | D | Common Stock | 4,300 | 30.47 | 131.0K | 1,643,786 | — | ↗ |
| 2022-11-08 | Campbell Richard D | Director | S-Sale | D | Common Stock | 6,000 | 30.39 | 182.3K | 1,648,086 | — | ↗ |
| 2022-11-07 | Campbell Richard D | Director | S-Sale | D | Common Stock | 4,701 | 30.78 | 144.7K | 1,654,086 | — | ↗ |
| 2022-11-04 | Campbell Richard D | Director | S-Sale | D | Common Stock | 10,000 | 30.74 | 307.4K | 1,658,787 | — | ↗ |
| 2022-11-03 | Valles Noe G | Director | P-Purchase | A | Common Stock | 30,000 | 29.00 | 870.0K | 141,596 | — | ↗ |
| 2022-11-03 | Campbell Richard D | Director | S-Sale | D | Common Stock | 30,000 | 29.00 | 870.0K | 1,673,787 | — | ↗ |
| 2022-08-29 | Valles Noe G | Director | P-Purchase | A | Common Stock | 25,000 | 26.57 | 664.3K | 111,596 | — | ↗ |
| 2022-08-29 | Griffith Curtis C | Officer | S-Sale | D | Common Stock | 25,000 | 26.57 | 664.3K | 1,427,593 | — | ↗ |
| 2022-03-21 | Newsom Cory T | Officer | F-InKind | D | Common Stock | 4,713 | 28.69 | 135.2K | 172,734 | — | ↗ |
| 2022-03-15 | Newsom Mikella D | Officer | A-Award | A | Common Stock | 620 | 0.00 | — | 1,930 | — | ↗ |
| 2022-02-16 | Wargo Kyle R | Director | A-Award | A | Common Stock | 856 | 0.00 | — | 10,996 | — | ↗ |
| 2022-02-16 | Valles Noe G | Director | A-Award | A | Common Stock | 856 | 0.00 | — | 86,596 | — | ↗ |
| 2022-02-16 | Newsom Mikella D | Officer | A-Award | A | Common Stock | 2,055 | 0.00 | — | 8,445 | — | ↗ |
| 2022-02-16 | Keith Cynthia B | Director | A-Award | A | Common Stock | 856 | 0.00 | — | 6,996 | — | ↗ |
| 2022-02-16 | Deterding Kelly L. | — | A-Award | A | Common Stock | 822 | 0.00 | — | 4,286 | — | ↗ |
| 2022-02-16 | Crockett Steven B | Officer | A-Award | A | Common Stock | 2,329 | 0.00 | — | 28,543 | — | ↗ |
| 2022-02-16 | Campbell Richard D | Director | A-Award | A | Common Stock | 856 | 0.00 | — | 7,223 | — | ↗ |
| 2022-01-19 | Newsom Cory T | Director / Officer | A-Award | A | Common Stock | 8,486 | 0.00 | — | 177,447 | — | ↗ |
| 2022-01-19 | Griffith Curtis C | Director / Officer / 10% Owner | A-Award | A | Common Stock | 4,243 | 0.00 | — | 1,527,593 | — | ↗ |
| 2022-01-03 | Crockett Steven B | Officer | F-InKind | D | Common Stock | 683 | 27.81 | 19.0K | 26,214 | — | ↗ |
| 2021-12-31 | Newsom Mikella D | Officer | M-Exempt | A | Common Stock | 4,500 | 16.93 | 76.2K | 4,500 | — | ↗ |
| 2021-12-31 | Newsom Cory T | Director / Officer | M-Exempt | A | Common Stock | 9,000 | 11.03 | 99.3K | 173,842 | — | ↗ |
| 2021-12-31 | Griffith Curtis C | Director / Officer / 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 99,762 | — | ↗ |
| 2021-12-31 | Deterding Kelly L. | — | M-Exempt | A | Common Stock | 1,500 | 11.03 | 16.5K | 4,278 | — | ↗ |
| 2021-12-31 | Crockett Steven B | Officer | F-InKind | D | Common Stock | 1,627 | 27.93 | 45.4K | 26,897 | — | ↗ |
| 2021-12-31 | Campbell Richard D | Director | — | I | Common Stock | 0 | 0.00 | — | 1,703,787 | — | ↗ |
| 2021-12-16 | Griffith Curtis C | Director / Officer / 10% Owner | G-Gift | D | Common Stock | 870,000 | 0.00 | — | 1,519,231 | — | ↗ |
| 2021-03-19 | Newsom Cory T | Director / Officer | F-InKind | D | Common Stock | 2,885 | 24.41 | 70.4K | 164,842 | — | ↗ |
| 2021-02-24 | Wargo Kyle R | Director | A-Award | A | Common Stock | 1,274 | 0.00 | — | 10,140 | — | ↗ |
| 2021-02-24 | Valles Noe G | Director | A-Award | A | Common Stock | 1,274 | 0.00 | — | 85,740 | — | ↗ |
| 2021-02-24 | Newsom Mikella D | Officer | A-Award | A | Stock Options (Right to Buy) | 8,384 | 19.62 | 164.5K | 8,384 | — | ↗ |
| 2021-02-24 | Navitskas Allison | Director | A-Award | A | Common Stock | 1,274 | 0.00 | — | 6,140 | — | ↗ |
| 2021-02-24 | Keith Cynthia B | Director | A-Award | A | Common Stock | 1,274 | 0.00 | — | 6,140 | — | ↗ |
| 2021-02-24 | Deterding Kelly L. | Director / Officer | A-Award | A | Stock Options (Right to Buy) | 3,353 | 19.62 | 65.8K | 3,353 | — | ↗ |
| 2021-02-24 | Crockett Steven B | Officer | A-Award | A | Stock Options (Right to Buy) | 16,210 | 19.62 | 318.0K | 16,210 | — | ↗ |
| 2021-02-24 | Campbell Richard D | Director | A-Award | A | Common Stock | 1,274 | 0.00 | — | 46,367 | — | ↗ |
| 2021-01-04 | Newsom Cory T | Director / Officer | A-Award | A | Stock Options (Right to Buy) | 32,484 | 18.95 | 615.6K | 32,484 | — | ↗ |
| 2021-01-04 | Griffith Curtis C | Director / Officer / 10% Owner | A-Award | A | Stock Options (Right to Buy) | 18,562 | 18.95 | 351.7K | 18,562 | — | ↗ |
| 2021-01-04 | Crockett Steven B | Officer | F-InKind | D | Common Stock | 678 | 18.95 | 12.8K | 25,524 | — | ↗ |
| 2020-12-31 | Newsom Cory T | Director / Officer | M-Exempt | D | Stock Options (Right to Buy) | 9,000 | 10.03 | 90.3K | 0 | — | ↗ |
| 2020-12-31 | Griffith Curtis C | Director / Officer / 10% Owner | M-Exempt | D | Stock Options (Right to Buy) | 9,000 | 10.03 | 90.3K | 0 | — | ↗ |
| 2020-12-31 | Deterding Kelly L. | — | F-InKind | D | Common Stock | 965 | 18.98 | 18.3K | 2,778 | — | ↗ |
| 2020-12-31 | Crockett Steven B | Officer | M-Exempt | D | Stock Options (Right to Buy) | 3,000 | 10.03 | 30.1K | 0 | — | ↗ |
| 2020-06-01 | Griffith Curtis C | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 500 | 13.00 | 6.5K | 2,386,021 | — | ↗ |
| 2020-05-29 | Wargo Kyle R | Director | P-Purchase | A | Common Stock | 400 | 13.35 | 5.3K | 8,866 | — | ↗ |
| 2020-05-27 | Wargo Kyle R | Director | P-Purchase | A | Common Stock | 400 | 13.25 | 5.3K | 8,466 | — | ↗ |
| 2020-05-26 | Griffith Curtis C | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 1,500 | 13.11 | 19.7K | 2,385,521 | — | ↗ |
| 2020-05-22 | Griffith Curtis C | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 1,500 | 12.96 | 19.4K | 2,384,021 | — | ↗ |
| 2020-03-20 | Newsom Cory T | Director / Officer | F-InKind | D | Common Stock | 2,874 | 13.95 | 40.1K | 164,517 | — | ↗ |
| 2020-03-13 | Griffith Curtis C | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 1,000 | 16.51 | 16.5K | 2,382,521 | — | ↗ |
| 2020-03-13 | Campbell Richard D | Director | P-Purchase | A | Common Stock | 4,380 | 16.58 | 72.6K | 1,703,787 | — | ↗ |
| 2020-03-12 | Newsom Cory T | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 17.21 | 34.4K | 167,391 | — | ↗ |
| 2020-03-12 | Griffith Curtis C | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 2,000 | 16.55 | 33.1K | 2,381,521 | — | ↗ |
| 2020-03-12 | Campbell Richard D | Director | P-Purchase | A | Common Stock | 9,407 | 15.99 | 150.5K | 1,699,407 | — | ↗ |
| 2020-03-11 | Newsom Cory T | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 17.94 | 17.9K | 165,391 | — | ↗ |
| 2020-03-11 | Griffith Curtis C | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 1,000 | 17.62 | 17.6K | 2,379,521 | — | ↗ |
| 2020-02-19 | Wargo Kyle R | Director | A-Award | A | Common Stock | 1,194 | 0.00 | — | 8,066 | — | ↗ |
| 2020-02-19 | Valles Noe G | Director | A-Award | A | Common Stock | 1,194 | 0.00 | — | 84,466 | — | ↗ |
| 2020-02-19 | Newsom Mikella D | Officer | A-Award | A | Stock Options (right to buy) | 10,537 | 20.93 | 220.5K | 10,537 | — | ↗ |
| 2020-02-19 | Newsom Cory T | Director / Officer | A-Award | A | Stock Options (right to buy) | 39,220 | 20.93 | 820.9K | 39,220 | — | ↗ |
| 2020-02-19 | Navitskas Allison | Director | A-Award | A | Common Stock | 1,194 | 0.00 | — | 4,866 | — | ↗ |
| 2020-02-19 | Keith Cynthia B | Director | A-Award | A | Common Stock | 1,194 | 0.00 | — | 4,866 | — | ↗ |
| 2020-02-19 | Griffith Curtis C | Director / Officer / 10% Owner | A-Award | A | Stock Options (right to buy) | 22,411 | 20.93 | 469.1K | 22,411 | — | ↗ |
| 2020-02-19 | Deterding Kelly L. | — | A-Award | A | Stock Options (right to buy) | 4,390 | 20.93 | 91.9K | 4,390 | — | ↗ |
| 2020-02-19 | Crockett Steven B | Officer | A-Award | A | Stock Options (right to buy) | 20,372 | 20.93 | 426.4K | 20,372 | — | ↗ |
| 2020-02-19 | Campbell Richard D | Director | A-Award | A | Common Stock | 1,194 | 0.00 | — | 41,906 | — | ↗ |
| 2020-01-02 | Crockett Steven B | Officer | F-InKind | D | Common Stock | 673 | 20.87 | 14.0K | 25,132 | — | ↗ |
| 2019-12-31 | Newsom Cory T | Director / Officer | M-Exempt | A | Common Stock | 6,000 | 9.49 | 56.9K | 167,904 | — | ↗ |
| 2019-12-31 | Griffith Curtis C | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 5,269 | 21.00 | 110.6K | 2,378,521 | — | ↗ |
| 2019-12-31 | Deterding Kelly L. | — | M-Exempt | A | Common Stock | 3,000 | 9.49 | 28.5K | 4,000 | — | ↗ |
| 2019-12-31 | Crockett Steven B | Officer | M-Exempt | D | Stock Options (right to buy) | 3,000 | 9.49 | 28.5K | 0 | — | ↗ |
| 2019-12-18 | Griffith Curtis C | Director / Officer | A-Award | A | Stock Options (right to buy) | 21,955 | 19.98 | 438.7K | 87,955 | — | ↗ |
| 2019-12-18 | Deterding Kelly L. | — | A-Award | A | Stock Options (right to buy) | 4,456 | 19.98 | 89.0K | 19,456 | — | ↗ |
| 2019-08-21 | Newsom Mikella D | Officer | A-Award | A | Stock Options (right to buy) | 13,455 | 16.00 | 215.3K | 13,455 | — | ↗ |
| 2019-08-21 | Newsom Cory T | Director / Officer | A-Award | A | Stock Options (right to buy) | 25,505 | 21.32 | 543.8K | 35,847 | — | ↗ |
| 2019-08-21 | Crockett Steven B | Officer | A-Award | A | Common Stock | 9,062 | 0.00 | — | 24,562 | — | ↗ |
| 2019-08-21 | Bass Kevin R | Officer | A-Award | A | Stock Options (right to buy) | 13,513 | 16.00 | 216.2K | 13,513 | — | ↗ |
| 2019-05-13 | Wargo Kyle R | Director | P-Purchase | A | Common Stock | 5,700 | 17.50 | 99.8K | 6,872 | — | ↗ |
| 2019-05-13 | Valles Noe G | Director | P-Purchase | A | Common Stock | 260 | 17.50 | 4.6K | 83,272 | — | ↗ |
| 2019-05-13 | Newsom Mikella D | Officer | P-Purchase | A | Common Stock | 550 | 17.50 | 9.6K | 5,050 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Cory T. Newsom President – (PEO) | 720.0K | 180.0K | 250.0K | 260.4K | 540.0K | 323.2K | 2.27M | 22.45% | ↗ |
| 2 | 2025 | Curtis C. Griffith Chairman of the Board and CEO | 425.0K | 170.0K | 125.0K | 153.7K | 255.0K | 104.1K | 1.23M | 22.61% | ↗ |
| 3 | 2025 | Steven B. Crockett CFO – (PFO) | 375.0K | 45.0K | 225.2K | — | 180.0K | 120.7K | 945.9K | 23.81% | ↗ |
| 4 | 2025 | Paul A. Ehlers Bank COO | 313.6K | 28.2K | 96.9K | — | 112.9K | 77.1K | 628.8K | 15.41% | ↗ |
| 5 | 2025 | Brent A. Bates Bank CCO | 313.6K | 28.2K | 96.9K | — | 112.9K | 52.6K | 604.2K | 16.03% | ↗ |
| 6 | 2024 | Cory T. Newsom President – (PEO) | 630.0K | 157.5K | 250.0K | 220.5K | 472.5K | 339.6K | 2.07M | 22.73% | ↗ |
| 7 | 2024 | Curtis C. Griffith Chairman of the Board and CEO | 400.0K | 160.0K | 125.0K | 140.0K | 240.0K | 92.3K | 1.16M | 22.90% | ↗ |
| 8 | 2024 | Steven B. Crockett CFO – (PFO) | 341.3K | 41.0K | 204.5K | — | 163.8K | 114.8K | 865.3K | 23.63% | ↗ |
| 9 | 2024 | Paul A. Ehlers Bank COO | 304.5K | 27.4K | 91.3K | — | 109.6K | 74.8K | 607.6K | 15.03% | ↗ |
| 10 | 2024 | Brent A. Bates Bank CCO | 304.5K | 27.4K | 91.3K | — | 109.6K | 52.3K | 585.1K | 15.61% | ↗ |
| 11 | 2023 | Cory T. Newsom President – (PEO) | 630.0K | 157.5K | 250.0K | 220.5K | 472.5K | 322.9K | 2.05M | 22.91% | ↗ |
| 12 | 2023 | Cory T. Newsom President | 630.0K | 157.5K | 250.0K | 220.5K | 472.5K | 126.5K | 1.86M | 25.34% | ↗ |
| 13 | 2023 | Curtis C. Griffith Chairman of the Board and CEO | 400.0K | 160.0K | 125.0K | 140.0K | 240.0K | 88.3K | 1.15M | 22.98% | ↗ |
| 14 | 2023 | Curtis C. Griffith Chairman of the Board and Chief Executive Officer | 400.0K | 160.0K | 125.0K | 140.0K | 240.0K | 88.3K | 1.15M | 22.98% | ↗ |
| 15 | 2023 | Steven B. Crockett CFO – (PFO) | 341.3K | 141.0K | 68.0K | 130.0K | 163.8K | 76.6K | 920.5K | 21.51% | ↗ |
| 16 | 2023 | Steven B. Crockett Chief Financial Officer | 341.3K | 141.0K | 68.0K | 130.0K | 163.8K | 56.5K | 900.4K | 21.99% | ↗ |
| 17 | 2022 | Cory T. Newsom President – (PEO) | 630.0K | 157.5K | 250.0K | 220.5K | 472.5K | 351.9K | 2.08M | 22.59% | ↗ |
| 18 | 2022 | Cory T. Newsom President | 630.0K | 157.5K | 250.0K | 220.5K | 472.5K | 167.8K | 1.90M | 24.79% | ↗ |
| 19 | 2022 | Curtis C. Griffith Chairman of the Board and Chief Executive Officer | 400.0K | 160.0K | 125.0K | 140.0K | 202.0K | 149.8K | 1.18M | 22.52% | ↗ |
| 20 | 2022 | Curtis C. Griffith Chairman of the Board and CEO | 400.0K | 160.0K | 125.0K | 140.0K | 202.0K | 149.8K | 1.18M | 22.52% | ↗ |
| 21 | 2022 | Steven B. Crockett CFO – (PFO) | 325.0K | 39.0K | 68.0K | 116.0K | 156.0K | 72.2K | 776.2K | 23.70% | ↗ |
| 22 | 2022 | Steven B. Crockett Chief Financial Officer | 325.0K | 39.0K | 68.0K | 116.0K | 156.0K | 53.5K | 757.5K | 24.29% | ↗ |
| 23 | 2021 | Cory T. Newsom President | 630.0K | — | — | 220.5K | 472.5K | 205.7K | 1.53M | 14.42% | ↗ |
| 24 | 2021 | Curtis C. Griffith Chairman of the Board and Chief Executive Officer | 400.0K | 160.0K | — | 126.0K | 230.0K | 126.8K | 1.04M | 12.08% | ↗ |
| 25 | 2021 | Steven B. Crockett Chief Financial Officer | 290.0K | 34.8K | — | 116.0K | 139.2K | 49.4K | 629.4K | 18.43% | ↗ |
| 26 | 2020 | Cory T. Newsom President | 630.0K | — | — | 220.5K | 472.5K | 109.3K | 1.43M | 15.39% | ↗ |
| 27 | 2020 | Curtis C. Griffith Chairman of the Board and Chief Executive Officer | 361.1K | 55.8K | — | 126.0K | 304.2K | 74.6K | 921.7K | 13.67% | ↗ |
| 28 | 2020 | Steven B. Crockett Chief Financial Officer | 290.0K | 34.8K | — | 116.0K | 139.2K | 49.8K | 629.8K | 18.42% | ↗ |
| 29 | 2019 | Cory T. Newsom President | 700.5K | — | 1,000.0K | 148.7K | 472.5K | 63.1K | 2.38M | 48.17% | ↗ |
| 30 | 2019 | Curtis C. Griffith Chairman of the Board and Chief Executive Officer | 366.1K | — | — | 121.4K | 307.8K | 49.8K | 845.0K | 14.36% | ↗ |
| 31 | 2019 | Steven B. Crockett Chief Financial Officer | 303.4K | — | 145.0K | 125.8K | 170.5K | 30.1K | 778.3K | 34.79% | ↗ |
| 32 | 2019 | Steven B. Crockett Chief Financial Officer Kelly L. Deterding President of Windmark Insurance | 303.4K | 3.5K | — | 125.8K | 170.5K | 30.1K | 778.3K | 16.16% | ↗ |
| 33 | 2018 | Cory T. Newsom President | 767.0K | 104.2K | — | — | — | 62.0K | 933.2K | 0.00% | ↗ |
| 34 | 2018 | Steven B. Crockett Chief Financial Officer Kelly L. Deterding President of Windmark Insurance | 110.9K | 12.4K | — | — | 507.3K | 11.8K | 642.4K | 0.00% | ↗ |
| 35 | 2018 | Curtis C. Griffith Chairman of the Board and Chief Executive Officer | 402.8K | 47.8K | — | — | — | 60.4K | 511.0K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Cory T. Newsom | President & Director | 2M | male |
| Curtis C. Griffith | Chairman & Chief Executive Officer | 954.1K | male |
| Steven Crockett | Chief Financial Officer & Treasurer | 661.0K | male |
| Kelly L. Deterding | President of Windmark Insurance & Senior Vice President of Insurance Development of City Bank | 642.4K | male |
| Paul A. Ehlers | Senior Vice President of City Bank & Chief Operating Officer of City Bank | 511.7K | male |
| Brent A. Bates | Senior Vice President of City Bank & Chief Credit Officer of City Bank | 489.6K | male |
| Mikella D. Newsom | Chief Risk Officer & Secretary | — | female |
No Senate trading activity found for this company.
No House trading activity found for this company.
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for SPFI
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.

MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
