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TriCo Bancshares (TCBK)
USD59.75
+0.94 (+1.60%)
US NASDAQ Financial Services Banks - Regional
Address
63 Constitution Drive 95973
Chico, CA, US
Chico, CA, US
CEO
Richard Smith
Website
tcbk.com
IPO
1993-04-20
CIK 356171 ISIN US8960951064
Description
TriCo Bancshares functions as the parent company for Tri Counties Bank, delivering a full spectrum of commercial banking services to both individual clients and corporate entities. The institution accommodates various deposit types, including checking, savings, and term accounts. Its lending portfolio is comprehensive, featuring financing for small businesses, a range of real estate mortgages (encompassing residential and commercial properties), personal consumer loans, general commercial credit facilities (with a focus on agricultural lending), and funding for real estate development projects. Beyond deposits and loans, the company offers treasury management solutions, standard banking amenities such as safe deposit boxes, and independent financial and broker-dealer services. Established in 1975 and headquartered in Chico, California, the bank maintains a substantial presence throughout 31 counties in California, operating 61 traditional branches, 7 in-store branches, and 7 specialized loan production offices.
Market Cap & Enterprise Value
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD59.75
+0.94 (+1.60%)
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Volume Profile
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Liquidity & share structure
Average Volume
133.8K
Beta
0.63
Float Shares
30.32M
Free Float %
94.3%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.03% | +0.04% | +1.05% | +6.32% | +5.61% | +7.24% | +28.02% | +56.02% | +4.74% | +80.40% | +1,023.89% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (12 ratings, all time)
Buy
Price Targets & DCF
Current price
59.75
Low
54.00
-9.6%
Consensus
57.33
-4.1%
Median
55.00
-8.0%
High
63.00
+5.4%
DCF (Unlevered)
50.31
-15.8%
DCF (Levered)
49.63
-16.9%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
50% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 1 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
63.00
+5.4%
|
| Last Year | 6 |
53.67
-10.2%
|
| All Time | 16 |
51.69
-13.5%
|
Quality scores
Altman Z-Score
0.37
Distress
Piotroski F-Score
8 / 9
Strong
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
-
Revenue growth+1.8% Q1'26: +5.1% (vs Q1'25)
-
EPS growth+6.9% Q1'26: +30.0% (vs Q1'25)
-
FCF margin— Q1'26: +24.5% (vs Q1'25)
-
EBIT margin— Q1'26: +34.0% (vs Q1'25)
-
ROIC— Q1'26: +12.2% (vs Q1'25)
-
Share dilution-1.8% Q1'26: -2.2% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 0.43× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 1999 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
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 4 Rev. Ana. 5 EPS Ana. |
Dec 2027 4 Rev. Ana. 5 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
80.70M
est: 49.69M (+62.4%)
|
88.43M
est: 63.39M (+39.5%)
|
83.88M
est: 68.78M (+22.0%)
|
96.88M
est: 81.99M (+18.2%)
|
109.73M
est: 95.44M (+15.0%)
|
123.65M
est: 102.37M (+20.8%)
|
146.58M
est: 112.77M (+30.0%)
|
154.86M
est: 120.46M (+28.6%)
|
148.20M
est: 159.34M (-7.0%)
|
142.66M
est: 137.04M (+4.1%)
|
137.27M
est: 369.35M (-62.8%)
|
136.28M
est: 109.87M (+24.0%)
|
144.31M
est: 129.29M (+11.6%)
|
140.91M
est: 129.60M (+8.7%)
|
152.64M
est: 154.94M (-1.5%)
|
202.57M
est: 199.90M (+1.3%)
|
213.27M
est: 213.03M (+0.1%)
|
226.81M
est: 225.88M (+0.4%)
|
272.42M
est: 262.64M (+3.7%)
|
320.76M
est: 311.37M (+3.0%)
|
317.18M
est: 310.50M (+2.1%)
|
334.90M
est: 333.81M (+0.3%)
|
412.05M
est: 407.79M (+1.0%)
|
492.81M
est: 388.27M (+26.9%)
|
523.97M
est: 395.10M (+32.6%)
|
533.31M
est: 418.19M (+27.5%)
|
448.23M
444.91M – 450.34M
+7.2% YoY
|
467.20M
461.38M – 473.59M
+4.2% YoY
|
| EBITDA |
22.40M
est: 40.85M (-45.2%)
|
23.36M
est: 45.86M (-49.1%)
|
28.26M
est: 39.84M (-29.1%)
|
36.15M
est: 48.19M (-25.0%)
|
39.98M
est: 52.88M (-24.4%)
|
45.94M
est: 65.88M (-30.3%)
|
50.12M
est: 85.05M (-41.1%)
|
47.19M
est: 92.36M (-48.9%)
|
30.92M
est: 68.86M (-55.1%)
|
18.90M
est: 43.59M (-56.6%)
|
12.27M
est: 87.60M (-86.0%)
|
33.28M
est: 33.29M (0.0%)
|
36.43M
est: 39.39M (-7.5%)
|
50.64M
est: 47.17M (+7.3%)
|
50.80M
est: 52.05M (-2.4%)
|
79.78M
est: 78.00M (+2.3%)
|
80.37M
est: 85.14M (-5.6%)
|
85.83M
est: 92.44M (-7.1%)
|
103.87M
est: 109.26M (-4.9%)
|
144.13M
est: 149.47M (-3.6%)
|
104.99M
est: 109.63M (-4.2%)
|
180.98M
est: 160.88M (+12.5%)
|
192.29M
est: 210.21M (-8.5%)
|
179.75M
est: 158.51M (+13.4%)
|
171.17M
est: 161.30M (+6.1%)
|
182.80M
est: 170.73M (+7.1%)
|
182.99M
181.63M – 183.85M
+7.2% YoY
|
190.74M
188.36M – 193.35M
+4.2% YoY
|
| EBIT |
17.90M
est: 7.50M (+138.6%)
|
19.74M
est: 19.28M (+2.4%)
|
22.19M
est: 21.49M (+3.3%)
|
27.01M
est: 14.16M (+90.8%)
|
32.63M
est: 24.20M (+34.9%)
|
38.84M
est: 28.68M (+35.4%)
|
44.12M
est: 44.37M (-0.6%)
|
42.34M
est: 33.29M (+27.2%)
|
26.96M
est: 28.04M (-3.9%)
|
15.15M
est: 16.80M (-9.8%)
|
8.47M
est: 39.25M (-78.4%)
|
29.80M
est: 13.49M (+120.9%)
|
31.93M
est: 28.47M (+12.2%)
|
45.80M
est: 37.60M (+21.8%)
|
44.62M
est: 32.29M (+38.2%)
|
72.71M
est: 66.45M (+9.4%)
|
72.52M
est: 71.53M (+1.4%)
|
77.65M
est: 77.33M (+0.4%)
|
93.35M
est: 95.02M (-1.8%)
|
126.90M
est: 112.65M (+12.7%)
|
87.42M
est: 112.34M (-22.2%)
|
163.70M
est: 120.77M (+35.5%)
|
173.91M
est: 147.54M (+17.9%)
|
160.91M
est: 143.72M (+12.0%)
|
155.10M
est: 146.24M (+6.1%)
|
169.24M
est: 154.79M (+9.3%)
|
165.91M
164.68M – 166.69M
+7.2% YoY
|
172.93M
170.78M – 175.30M
+4.2% YoY
|
| Net Income |
11.40M
est: 9.93M (+14.8%)
|
12.42M
est: 12.13M (+2.4%)
|
14.07M
est: 13.62M (+3.3%)
|
16.89M
est: 16.52M (+2.2%)
|
20.18M
est: 20.00M (+0.9%)
|
23.67M
est: 23.47M (+0.9%)
|
26.83M
est: 26.98M (-0.6%)
|
25.69M
est: 26.96M (-4.7%)
|
16.80M
est: 17.60M (-4.6%)
|
9.96M
est: 10.97M (-9.2%)
|
6.01M
est: 26.11M (-77.0%)
|
18.59M
est: 14.44M (+28.7%)
|
18.99M
est: 16.96M (+12.0%)
|
27.40M
est: 23.12M (+18.5%)
|
26.11M
est: 24.14M (+8.1%)
|
43.82M
est: 40.03M (+9.4%)
|
44.81M
est: 44.26M (+1.2%)
|
40.55M
est: 39.09M (+3.7%)
|
68.32M
est: 63.92M (+6.9%)
|
92.07M
est: 88.89M (+3.6%)
|
64.81M
est: 64.64M (+0.3%)
|
117.66M
est: 104.47M (+12.6%)
|
125.42M
est: 149.61M (-16.2%)
|
117.39M
est: 111.42M (+5.4%)
|
114.87M
est: 109.86M (+4.6%)
|
121.56M
est: 119.21M (+2.0%)
|
134.74M
131.78M – 140.26M
+13.0% YoY
|
137.61M
136.34M – 145.80M
+2.1% YoY
|
| SGA |
17.80M
est: 15.48M (+15.0%)
|
21.40M
est: 20.91M (+2.3%)
|
24.29M
est: 23.52M (+3.3%)
|
29.71M
est: 29.09M (+2.1%)
|
33.19M
est: 32.87M (+1.0%)
|
33.93M
est: 33.73M (+0.6%)
|
36.46M
est: 36.66M (-0.6%)
|
38.07M
est: 40.16M (-5.2%)
|
38.11M
est: 43.58M (-12.6%)
|
39.81M
est: 43.35M (-8.2%)
|
40.11M
est: 115.53M (-65.3%)
|
49.34M
est: 32.96M (+49.7%)
|
55.22M
est: 60.02M (-8.0%)
|
56.17M
est: 58.69M (-4.3%)
|
62.06M
est: 73.30M (-15.3%)
|
77.97M
est: 84.36M (-7.6%)
|
86.66M
est: 100.94M (-14.1%)
|
88.71M
est: 104.75M (-15.3%)
|
100.43M
est: 109.94M (-8.7%)
|
112.89M
est: 127.61M (-11.5%)
|
116.54M
est: 142.49M (-18.2%)
|
111.83M
est: 116.63M (-4.1%)
|
136.69M
est: 106.55M (+28.3%)
|
144.60M
est: 123.55M (+17.0%)
|
160.84M
est: 125.72M (+27.9%)
|
173.33M
est: 133.07M (+30.3%)
|
142.63M
141.57M – 143.30M
+7.2% YoY
|
148.67M
146.82M – 150.70M
+4.2% YoY
|
| EPS |
0.80
est: 0.61 (+31.1%)
|
0.88
est: 0.84 (+4.8%)
|
1.00
est: 0.93 (+7.5%)
|
1.11
est: 1.04 (+6.7%)
|
1.29
est: 1.23 (+4.9%)
|
1.51
est: 1.43 (+5.6%)
|
1.70
est: 1.66 (+2.4%)
|
1.62
est: 1.75 (-7.4%)
|
1.07
est: 1.44 (-25.4%)
|
0.63
est: 0.80 (-21.3%)
|
0.38
est: 0.63 (-39.2%)
|
0.41
est: 0.46 (-10.9%)
|
1.19
est: 1.08 (+10.2%)
|
1.71
est: 1.42 (+20.4%)
|
1.47
est: 1.42 (+3.5%)
|
1.93
est: 1.90 (+1.6%)
|
1.96
est: 1.90 (+3.4%)
|
1.77
est: 1.97 (-10.2%)
|
2.57
est: 2.47 (+4.0%)
|
3.02
est: 2.96 (+2.0%)
|
2.17
est: 2.06 (+5.1%)
|
3.96
est: 3.89 (+1.8%)
|
3.85
est: 3.91 (-1.5%)
|
3.53
est: 3.41 (+3.4%)
|
3.48
est: 3.38 (+3.1%)
|
3.73
est: 3.66 (+1.8%)
|
4.22
4.04 – 4.30
+15.2% YoY
|
4.35
4.18 – 4.47
+3.1% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-27 | Piper Sandler | Overweight | Overweight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-13 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-12 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-11 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-08 | B | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-07 | B | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-06 | B | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-05 | B | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-04 | B | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
138.66M
OE per share TTM
4.25
Owner's Yield
8.48%
Maintenance CapEx ratio
2.65%
Maint CapEx / Avg PPE
24.4%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
193
Total invested
1.07B
Insider transactions (90d)
20
Beneficial owners (>5%)
12
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 2.30M | 7.70% | 2.20M | — | 2.30M | — | HC | Delaware | 2022-02-01 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 1.75M | 5.27% | — | — | 1.70M | 53.4K | IA | — | 2024-02-13 | ↗ |
| 3 | 04-3519872 | 1.51M | 9.40% | 1.51M | — | 1.51M | — | IA | Delaware | 2013-02-14 | ↗ |
| 4 | 36-2692100 | 1.35M | 8.40% | 1.35M | — | 1.35M | — | IV | Delaware | 2013-02-14 | ↗ |
| 5 | 2. | 1.27M | 5.60% | — | — | — | 1.27M | EP | California | 2017-06-21 | ↗ |
| 6 | (2) | 1.17M | 5.10% | — | 1.17M | — | 1.17M | EP | California | 2018-02-14 | ↗ |
| 7 | (. | 1.16M | 5.05% | 1.09M | — | 1.16M | — | IA | Delaware Limited Partnership | 2018-02-09 | ↗ |
| 8 | HEARTLAND ADVISORS, INC. | 1.09M | 6.90% | — | 1.09M | — | 1.09M | IA | WISCONSIN, U.S.A. | 2012-02-10 | ↗ |
| 9 | WILLIAM J. NASGOVITZ | 1.09M | 6.90% | — | 1.09M | — | 1.09M | IN | U.S.A. | 2012-02-10 | ↗ |
| 10 | BlackRock for purposes of Schedule 13G filings. | 795.4K | 5.04% | 795.4K | — | 795.4K | — | HC | Delaware | 2010-01-29 | ↗ |
| 11 | Columbia Wanger Asset Management, LLC | 10.00 | 12.00% | — | — | — | — | IA | Delaware | 2013-10-04 | ↗ |
| 12 | Wellington Management Group LLP | — | 0.00% | — | — | — | — | HC | Massachusetts | 2016-02-11 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
193
+14 vs prev Q
New positions
29
Closed positions
15
Increased
94
Reduced
58
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 2.92M -4.2K (-0.1%) | 138.45M +8.5M (+6.5%) | 9.01% +0.073 pp | 0.01% +0.000 pp | USD38.33 +23.6% | 45 qtrs — |
| 2 | BLACKROCK, INC. | 2.41M +22.6K (+0.9%) | 114.36M +8.1M (+7.7%) | 7.44% +0.140 pp | 0.00% +0.000 pp | USD42.66 +11.0% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 1.92M +38.3K (+2.0%) | 91.09M +7.4M (+8.8%) | 5.93% +0.174 pp | 0.00% +0.000 pp | USD34.97 +35.5% | 84 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1.69M +2.1K (+0.1%) | 79.83M +5.1M (+6.8%) | 5.19% +0.056 pp | 0.02% +0.001 pp | USD30.92 +53.2% | 51 qtrs — |
| 5 | FRANKLIN RESOURCES INC | 1.64M -77.7K (-4.5%) | 77.56M +1.4M (+1.8%) | 5.05% -0.189 pp | 0.02% +0.000 pp | USD38.17 +24.1% | 23 qtrs — |
| 6 | DAVIS ASSET MANAGEMENT, L.P. | 1.05M +— (+0.0%) | 49.59M +3.1M (+6.7%) | 3.23% +0.031 pp | 1.78% +0.121 pp | USD44.49 +6.5% | 14 qtrs — |
| 7 | STATE STREET CORP | 896.4K -4.0K (-0.4%) | 42.46M +2.5M (+6.2%) | 2.76% +0.014 pp | 0.00% +0.000 pp | USD34.78 +36.2% | 51 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 777.8K +6.8K (+0.9%) | 36.85M +2.6M (+7.6%) | 2.40% +0.044 pp | 0.00% +0.000 pp | USD36.46 +29.9% | 78 qtrs — |
| 9 | GOLDMAN SACHS GROUP INC | 672.9K +43.4K (+6.9%) | 31.88M +3.9M (+14.0%) | 2.07% +0.152 pp | 0.00% +0.001 pp | USD35.12 +34.9% | 73 qtrs — |
| 10 | ALLIANCEBERNSTEIN L.P. | 610.5K -117.1K (-16.1%) | 28.92M -3.4M (-10.5%) | 1.88% -0.340 pp | 0.01% -0.001 pp | USD36.74 +28.9% | 61 qtrs — |
| 11 | NORTH REEF CAPITAL MANAGEMENT LP | 485.4K +485.4K (+100.0%) | 22.99M +23.0M (+100.0%) | 1.50% +1.496 pp | 0.93% +0.925 pp | USD47.37 +0.0% | 1 qtrs NEW |
| 12 | AMERICAN CENTURY COMPANIES INC | 458.0K -8.1K (-1.7%) | 21.69M +997.6K (+4.8%) | 1.41% -0.011 pp | 0.01% +0.000 pp | USD40.31 +17.5% | 17 qtrs — |
| 13 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 435.7K -11.7K (-2.6%) | 20.64M +768.7K (+3.9%) | 1.34% -0.023 pp | 0.02% +0.001 pp | USD28.39 +66.9% | 51 qtrs — |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 361.9K +21.6K (+6.3%) | 17.14M +2.0M (+13.4%) | 1.12% +0.077 pp | 0.00% +0.000 pp | USD37.91 +25.0% | 61 qtrs — |
| 15 | BOLTHOUSE INVESTMENTS, LLC | 353.7K +— (+0.0%) | 16.76M +1.0M (+6.7%) | 1.09% +0.010 pp | 14.90% +0.656 pp | USD43.70 +8.4% | 5 qtrs — |
| 16 | RMB CAPITAL MANAGEMENT, LLC | 349.7K -9.9K (-2.7%) | 16.56M +596.0K (+3.7%) | 1.08% -0.020 pp | 0.29% -0.006 pp | USD36.99 +28.1% | 35 qtrs — |
| 17 | NORTHERN TRUST CORP | 336.7K -27.1K (-7.5%) | 15.95M -207.1K (-1.3%) | 1.04% -0.073 pp | 0.00% +0.000 pp | USD27.77 +70.6% | 51 qtrs — |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 291.5K +2.0K (+0.7%) | 13.81M +951.6K (+7.4%) | 0.90% +0.015 pp | 0.04% +0.002 pp | USD40.81 +16.1% | 4 qtrs — |
| 19 | JPMORGAN CHASE & CO | 287.8K -73.7K (-20.4%) | 13.63M -2.4M (-15.1%) | 0.89% -0.216 pp | 0.00% 0.000 pp | USD44.07 +7.5% | 45 qtrs — |
| 20 | SCHRODER INVESTMENT MANAGEMENT GROUP | 263.5K -6.0K (-2.2%) | 12.42M +410.4K (+3.4%) | 0.81% -0.011 pp | 0.01% +0.000 pp | USD45.01 +5.2% | 13 qtrs — |
| 21 | HEARTLAND ADVISORS INC | 250.0K +— (+0.0%) | 11.84M +740.0K (+6.7%) | 0.77% +0.007 pp | 0.64% +0.051 pp | USD26.88 +76.2% | 45 qtrs — |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 181.5K -30.9K (-14.5%) | 8.60M -834.9K (-8.8%) | 0.56% -0.089 pp | 0.01% +0.001 pp | USD30.83 +53.6% | 55 qtrs — |
| 23 | CRAWFORD INVESTMENT COUNSEL INC | 173.7K -864.0 (-0.5%) | 8.23M +475.9K (+6.1%) | 0.54% +0.003 pp | 0.14% +0.009 pp | USD34.45 +37.5% | 44 qtrs — |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | 162.0K +5.1K (+3.2%) | 7.68M +704.2K (+10.1%) | 0.50% +0.020 pp | 0.01% +0.000 pp | USD44.50 +6.4% | 2 qtrs — |
| 25 | BANK OF NEW YORK MELLON CORP | 155.2K -11.8K (-7.1%) | 7.35M -64.9K (-0.9%) | 0.48% -0.032 pp | 0.00% 0.000 pp | USD30.53 +55.2% | 66 qtrs — |
| 26 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 138.0K +— (+0.0%) | 6.54M +408.4K (+6.7%) | 0.43% +0.004 pp | 0.26% +0.013 pp | USD20.56 +130.4% | 55 qtrs — |
| 27 | SWEENEY & MICHEL, LLC | 125.7K -1.3K (-1.0%) | 6.37M +1.1M (+20.2%) | 0.39% 0.000 pp | 1.88% +0.099 pp | USD40.02 +18.4% | 4 qtrs — |
| 28 | PROSHARE ADVISORS LLC | 129.4K -13.6K (-9.5%) | 6.13M -221.7K (-3.5%) | 0.40% -0.038 pp | 0.01% -0.003 pp | USD40.60 +16.7% | 9 qtrs — |
| 29 | AQR CAPITAL MANAGEMENT LLC | 127.8K +24.8K (+24.1%) | 6.05M +1.5M (+32.3%) | 0.39% +0.079 pp | 0.00% +0.000 pp | USD43.13 +9.8% | 44 qtrs — |
| 30 | MORGAN STANLEY | 118.2K -18.3K (-13.4%) | 5.60M -463.0K (-7.6%) | 0.36% -0.052 pp | 0.00% +0.000 pp | USD43.29 +9.4% | 51 qtrs — |
| 31 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 117.8K -5.7K (-4.6%) | 5.58M +95.8K (+1.7%) | 0.36% -0.014 pp | 0.06% +0.001 pp | USD32.72 +44.8% | 41 qtrs — |
| 32 | ALLWORTH FINANCIAL LP | 117.0K +220.0 (+0.2%) | 5.54M +356.2K (+6.9%) | 0.36% +0.004 pp | 0.02% 0.000 pp | USD40.28 +17.6% | 44 qtrs — |
| 33 | FJ CAPITAL MANAGEMENT LLC | 92.5K +92.5K (+100.0%) | 4.38M +4.4M (+100.0%) | 0.29% +0.285 pp | 0.48% +0.484 pp | USD47.37 +0.0% | 1 qtrs NEW |
| 34 | UBS GROUP AG | 92.3K +11.4K (+14.1%) | 4.37M +779.2K (+21.7%) | 0.28% +0.038 pp | 0.00% +0.000 pp | USD42.63 +11.1% | 45 qtrs — |
| 35 | DEPRINCE RACE & ZOLLO INC | 87.1K +11.5K (+15.2%) | 4.13M +767.7K (+22.9%) | 0.27% +0.038 pp | 0.08% +0.012 pp | USD36.85 +28.5% | 52 qtrs — |
| 36 | TWO SIGMA INVESTMENTS, LP | 84.2K +2.4K (+3.0%) | 3.99M +356.9K (+9.8%) | 0.26% +0.010 pp | 0.01% +0.000 pp | USD39.82 +19.0% | 19 qtrs — |
| 37 | CREATIVE PLANNING | 77.2K +10.6K (+15.9%) | 3.66M +698.9K (+23.6%) | 0.24% +0.035 pp | 0.00% +0.000 pp | USD41.95 +12.9% | 9 qtrs — |
| 38 | JAIN GLOBAL LLC | 76.3K +76.3K (+100.0%) | 3.61M +3.6M (+100.0%) | 0.24% +0.235 pp | 0.02% +0.018 pp | USD47.37 +0.0% | 1 qtrs NEW |
| 39 | LPL FINANCIAL LLC | 74.6K +58.9K (+375.7%) | 3.53M +2.8M (+407.4%) | 0.23% +0.182 pp | 0.00% +0.001 pp | USD46.07 +2.8% | 27 qtrs — |
| 40 | RUSSELL INVESTMENTS GROUP, LTD. | 71.8K +4.6K (+6.9%) | 3.40M +416.9K (+14.0%) | 0.22% +0.016 pp | 0.00% +0.000 pp | USD37.87 +25.1% | 37 qtrs — |
| 41 | QUBE RESEARCH & TECHNOLOGIES LTD | 67.5K +32.6K (+93.4%) | 3.20M +1.6M (+106.3%) | 0.21% +0.102 pp | 0.00% +0.002 pp | USD45.17 +4.9% | 13 qtrs — |
| 42 | JACOBS ASSET MANAGEMENT, LLC | 67.5K +12.5K (+22.7%) | 3.20M +754.9K (+30.9%) | 0.21% +0.040 pp | 1.78% +0.444 pp | USD44.96 +5.4% | 2 qtrs — |
| 43 | NUVEEN, LLC | 65.7K -2.5K (-3.6%) | 3.11M +84.7K (+2.8%) | 0.20% -0.006 pp | 0.00% +0.000 pp | USD40.17 +17.9% | 4 qtrs — |
| 44 | BANK OF AMERICA CORP /DE/ | 62.2K +13.9K (+28.8%) | 2.95M +803.0K (+37.4%) | 0.19% +0.044 pp | 0.00% +0.000 pp | USD43.44 +9.0% | 52 qtrs — |
| 45 | FIRST TRUST ADVISORS LP | 61.3K -10.3K (-14.4%) | 2.90M -276.8K (-8.7%) | 0.19% -0.030 pp | 0.00% 0.000 pp | USD42.06 +12.6% | 51 qtrs — |
| 46 | SWISS NATIONAL BANK | 60.5K +— (+0.0%) | 2.87M +179.1K (+6.7%) | 0.19% +0.002 pp | 0.00% +0.000 pp | USD31.66 +49.6% | 51 qtrs — |
| 47 | CITADEL ADVISORS LLC | 58.3K +28.2K (+94.0%) | 2.76M +1.4M (+107.0%) | 0.18% +0.088 pp | 0.00% +0.000 pp | USD45.03 +5.2% | 35 qtrs — |
| 48 | AMERIPRISE FINANCIAL INC | 57.4K +87.0 (+0.2%) | 2.72M +173.7K (+6.8%) | 0.18% +0.002 pp | 0.00% +0.000 pp | USD41.36 +14.5% | 5 qtrs — |
| 49 | UBS ASSET MANAGEMENT AMERICAS INC | 53.0K +4.7K (+9.6%) | 2.51M +363.5K (+16.9%) | 0.16% +0.016 pp | 0.00% +0.000 pp | USD39.12 +21.1% | 46 qtrs — |
| 50 | BARCLAYS PLC | 51.9K -6.0K (-10.4%) | 2.46M -11.9K (-0.5%) | 0.16% -0.017 pp | 0.00% +0.000 pp | USD42.04 +12.7% | 51 qtrs — |
| 51 | RHUMBLINE ADVISERS | 45.3K -8.0K (-15.0%) | 2.15M -220.4K (-9.3%) | 0.14% -0.023 pp | 0.00% 0.000 pp | USD35.56 +33.2% | 55 qtrs — |
| 52 | STIFEL FINANCIAL CORP | 45.2K +1.4K (+3.2%) | 2.14M +195.2K (+10.0%) | 0.14% +0.006 pp | 0.00% +0.000 pp | USD39.56 +19.7% | 19 qtrs — |
| 53 | CHICO WEALTH RIA | 43.7K +— (+0.0%) | 2.07M +129.2K (+6.7%) | 0.13% +0.001 pp | 1.35% +0.030 pp | USD40.09 +18.2% | 16 qtrs — |
| 54 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 39.6K -4.2K (-9.5%) | 1.88M -68.5K (-3.5%) | 0.12% -0.012 pp | 0.00% -0.001 pp | USD42.13 +12.4% | 6 qtrs — |
| 55 | INVESCO LTD. | 38.7K -7.9K (-17.0%) | 1.83M -237.8K (-11.5%) | 0.12% -0.023 pp | 0.00% +0.000 pp | USD37.32 +26.9% | 57 qtrs — |
| 56 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 38.1K -4.2K (-9.9%) | 1.80M -73.7K (-3.9%) | 0.12% -0.012 pp | 0.04% -0.002 pp | USD38.29 +23.7% | 22 qtrs — |
| 57 | SAN LUIS WEALTH ADVISORS LLC | 37.4K +2.0K (+5.7%) | 1.77M +199.4K (+12.7%) | 0.12% +0.007 pp | 0.30% +0.022 pp | USD39.46 +20.0% | 7 qtrs — |
| 58 | PRICE T ROWE ASSOCIATES INC /MD/ | 36.8K +1.0K (+2.9%) | 1.74M +155.0K (+9.8%) | 0.11% +0.004 pp | 0.00% +0.000 pp | USD38.16 +24.1% | 49 qtrs — |
| 59 | JANE STREET GROUP, LLC | 36.7K -34.9K (-48.7%) | 1.74M -1.4M (-45.3%) | 0.11% -0.105 pp | 0.00% 0.000 pp | USD42.16 +12.4% | 14 qtrs — |
| 60 | WELLS FARGO & COMPANY/MN | 36.6K +10.7K (+41.5%) | 1.74M +585.5K (+50.9%) | 0.11% +0.034 pp | 0.00% +0.000 pp | USD42.30 +12.0% | 56 qtrs — |
| 61 | SEI INVESTMENTS CO | 33.3K -306.0 (-0.9%) | 1.58M +84.9K (+5.7%) | 0.10% +0.000 pp | 0.00% +0.000 pp | USD40.74 +16.3% | 15 qtrs — |
| 62 | JACOBS LEVY EQUITY MANAGEMENT, INC | 30.3K +329.0 (+1.1%) | 1.43M +104.2K (+7.8%) | 0.09% +0.002 pp | 0.01% +0.000 pp | USD41.60 +13.9% | 5 qtrs — |
| 63 | LEGAL & GENERAL GROUP PLC | 29.3K -5.1K (-14.8%) | 1.39M -139.3K (-9.1%) | 0.09% -0.015 pp | 0.00% +0.000 pp | USD37.65 +25.8% | 46 qtrs — |
| 64 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 28.9K -46.0 (-0.2%) | 1.37M +83.5K (+6.5%) | 0.09% +0.001 pp | 0.00% +0.000 pp | USD26.69 +77.5% | 52 qtrs — |
| 65 | CAMPBELL & CO INVESTMENT ADVISER LLC | 28.5K +16.1K (+130.2%) | 1.35M +801.4K (+145.5%) | 0.09% +0.050 pp | 0.06% +0.023 pp | USD44.38 +6.7% | 3 qtrs — |
| 66 | DEUTSCHE BANK AG\ | 28.2K +1.6K (+6.2%) | 1.34M +156.2K (+13.2%) | 0.09% +0.006 pp | 0.00% +0.000 pp | USD41.20 +15.0% | 50 qtrs — |
| 67 | TWO SIGMA ADVISERS, LP | 26.6K -14.3K (-35.0%) | 1.26M -556.4K (-30.6%) | 0.08% -0.043 pp | 0.00% -0.001 pp | USD39.82 +19.0% | 46 qtrs — |
| 68 | ASSENAGON ASSET MANAGEMENT S.A. | 23.8K +23.8K (+100.0%) | 1.13M +1.1M (+100.0%) | 0.07% +0.073 pp | 0.00% +0.002 pp | USD47.37 +0.0% | 1 qtrs NEW |
| 69 | DENALI ADVISORS LLC | 23.6K +7.4K (+45.7%) | 1.12M +398.5K (+55.4%) | 0.07% +0.023 pp | 0.12% +0.043 pp | USD45.34 +4.5% | 2 qtrs — |
| 70 | J. L. BAINBRIDGE & CO., INC. | 23.0K +— (+0.0%) | 1.09M +68.1K (+6.7%) | 0.07% +0.001 pp | 0.09% +0.003 pp | USD42.65 +11.1% | 6 qtrs — |
| 71 | TREXQUANT INVESTMENT LP | 21.6K +6.4K (+42.0%) | 1.02M +347.9K (+51.4%) | 0.07% +0.020 pp | 0.01% +0.002 pp | USD42.94 +10.3% | 7 qtrs — |
| 72 | HANTZ FINANCIAL SERVICES, INC. | 21.3K -1.5K (-6.8%) | 1.01M -6.0K (-0.6%) | 0.07% -0.004 pp | 0.01% -0.001 pp | USD42.60 +11.2% | 19 qtrs — |
| 73 | SG AMERICAS SECURITIES, LLC | 20.4K +11.8K (+136.8%) | 966.0K +584.0K (+152.9%) | 0.06% +0.037 pp | 0.00% 0.000 pp | USD45.65 +3.8% | 15 qtrs — |
| 74 | WOODWARD DIVERSIFIED CAPITAL, LLC | 19.6K -5.0K (-20.3%) | 927.6K -164.1K (-15.0%) | 0.06% -0.015 pp | 0.42% -0.084 pp | USD40.49 +17.0% | 3 qtrs — |
| 75 | METLIFE INVESTMENT MANAGEMENT, LLC | 17.4K +— (+0.0%) | 825.1K +51.6K (+6.7%) | 0.05% +0.001 pp | 0.00% +0.000 pp | USD39.44 +20.1% | 33 qtrs — |
| 76 | HSBC HOLDINGS PLC | 17.4K +17.4K (+100.0%) | 815.4K +815.4K (+100.0%) | 0.05% +0.054 pp | 0.00% +0.000 pp | USD47.37 +0.0% | 1 qtrs NEW |
| 77 | — | 16.4K +16.4K (+100.0%) | 777.5K +777.5K (+100.0%) | 0.05% +0.051 pp | 0.64% +0.637 pp | USD47.37 +0.0% | 1 qtrs NEW |
| 78 | CERITY PARTNERS LLC | 15.6K -473.0 (-2.9%) | 740.7K +25.3K (+3.5%) | 0.05% -0.001 pp | 0.00% 0.000 pp | USD42.81 +10.7% | 8 qtrs — |
| 79 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 14.8K +14.8K (+100.0%) | 702.3K +702.3K (+100.0%) | 0.05% +0.046 pp | 0.01% +0.006 pp | USD47.37 +0.0% | 1 qtrs NEW |
| 80 | IRONWOOD INVESTMENT MANAGEMENT LLC | 14.8K -31.0 (-0.2%) | 700.8K +42.4K (+6.4%) | 0.05% +0.000 pp | 0.29% +0.008 pp | USD21.21 +123.3% | 67 qtrs — |
| 81 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 14.1K +1.0 (+0.0%) | 666.9K +41.7K (+6.7%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD39.44 +20.1% | 7 qtrs — |
| 82 | JANUS HENDERSON GROUP PLC | 14.0K +— (+0.0%) | 661.9K +41.4K (+6.7%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD41.13 +15.2% | 17 qtrs — |
| 83 | MARINER, LLC | 13.5K +2.2K (+20.0%) | 637.7K +139.5K (+28.0%) | 0.04% +0.007 pp | 0.00% +0.000 pp | USD44.90 +5.5% | 2 qtrs — |
| 84 | RAFFERTY ASSET MANAGEMENT, LLC | 13.4K -3.7K (-21.4%) | 637.0K -122.6K (-16.1%) | 0.04% -0.011 pp | 0.00% 0.000 pp | USD39.07 +21.2% | 20 qtrs — |
| 85 | NEW YORK STATE COMMON RETIREMENT FUND | 13.1K -1.9K (-12.6%) | 622.8K -45.5K (-6.8%) | 0.04% -0.005 pp | 0.00% +0.000 pp | USD34.31 +38.1% | 44 qtrs — |
| 86 | CITIGROUP INC | 12.8K -1.7K (-11.9%) | 605.4K -39.2K (-6.1%) | 0.04% -0.005 pp | 0.00% +0.000 pp | USD39.61 +19.6% | 54 qtrs — |
| 87 | IEQ CAPITAL, LLC | 12.1K +2.3K (+23.4%) | 575.5K +138.1K (+31.6%) | 0.04% +0.007 pp | 0.00% +0.000 pp | USD42.48 +11.5% | 3 qtrs — |
| 88 | FREESTONE CAPITAL HOLDINGS, LLC | 12.1K -2.0 (0.0%) | 574.1K +35.8K (+6.6%) | 0.04% +0.000 pp | 0.02% +0.001 pp | USD40.49 +17.0% | 3 qtrs — |
| 89 | INTECH INVESTMENT MANAGEMENT LLC | 11.5K -1.2K (-9.8%) | 543.9K -21.4K (-3.8%) | 0.04% -0.004 pp | 0.00% 0.000 pp | USD42.50 +11.5% | 5 qtrs — |
| 90 | PRUDENTIAL FINANCIAL INC | 10.2K +10.2K (+100.0%) | 481.8K +481.8K (+100.0%) | 0.03% +0.031 pp | 0.00% +0.001 pp | USD47.37 +0.0% | 1 qtrs NEW |
| 91 | MILLENNIUM MANAGEMENT LLC | 9.9K -125.4K (-92.7%) | 468.0K -5.5M (-92.2%) | 0.03% -0.383 pp | 0.00% -0.002 pp | USD43.62 +8.6% | 19 qtrs — |
| 92 | ASSETMARK, INC | 9.7K +— (+0.0%) | 458.5K +28.7K (+6.7%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD40.49 +17.0% | 3 qtrs — |
| 93 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 9.5K +1.4K (+17.3%) | 449.7K +90.3K (+25.1%) | 0.03% +0.005 pp | 0.00% +0.000 pp | USD36.84 +28.6% | 44 qtrs — |
| 94 | SITTNER & NELSON, LLC | 8.3K -351.0 (-4.0%) | 435.2K +49.5K (+12.8%) | 0.03% -0.001 pp | 0.15% +0.014 pp | USD35.29 +34.2% | 21 qtrs — |
| 95 | QUANTINNO CAPITAL MANAGEMENT LP | 8.8K +1.2K (+15.2%) | 417.9K +77.7K (+22.8%) | 0.03% +0.004 pp | 0.00% 0.000 pp | USD44.80 +5.7% | 2 qtrs — |
| 96 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 8.8K +— (+0.0%) | 417.6K +26.1K (+6.7%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD28.88 +64.0% | 51 qtrs — |
| 97 | ARIZONA STATE RETIREMENT SYSTEM | 8.6K -621.0 (-6.7%) | 408.2K -2.1K (-0.5%) | 0.03% -0.002 pp | 0.00% +0.000 pp | USD36.67 +29.2% | 21 qtrs — |
| 98 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 8.5K -26.0 (-0.3%) | 400.3K +23.9K (+6.3%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD43.82 +8.1% | 5 qtrs — |
| 99 | BNP PARIBAS ARBITRAGE, SNC | 8.0K +2.0K (+32.7%) | 380.5K +111.7K (+41.6%) | 0.02% +0.006 pp | 0.00% +0.000 pp | USD43.10 +9.9% | 49 qtrs — |
| 100 | BARNES WEALTH MANAGEMENT GROUP, INC | 7.6K +— (+0.0%) | 359.4K +22.5K (+6.7%) | 0.02% +0.000 pp | 0.19% +0.007 pp | USD39.97 +18.5% | 4 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 107 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | JPMorgan Active Small Cap Value ETF JPSV | 0.90% | 239.2K | 0.55% |
| 2 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.69% | 626.1K | 0.63% |
| 3 | State Street SPDR S&P Regional Banking ETF KRE | 0.23% | 11.15M | 0.35% |
| 4 | First Trust Small Cap Core AlphaDEX Fund FYX | 0.19% | 2.59M | 0.58% |
| 5 | Vanguard U.S. Multifactor ETF VFMF | 0.15% | 982.7K | 0.18% |
| 6 | Hartford Multifactor Small Cap ETF ROSC | 0.12% | 71.0K | 0.34% |
| 7 | WisdomTree U.S. SmallCap Dividend Fund DES | 0.11% | 2.47M | 0.38% |
| 8 | Avantis U.S. Small Cap Equity ETF AVSC | 0.11% | 3.36M | 0.25% |
| 9 | iShares Russell 2000 Value ETF IWN | 0.10% | 14.98M | 0.24% |
| 10 | Dimensional - US Small Cap Value ETF DFSV | 0.10% | 8.29M | 0.30% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
1.64
Bullish
Buys
20
Sells
20
Shares acquired
65.8K
Shares disposed
40.1K
Cash buys
—
Cash sales
—
Net activity
+25,692
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-22 | Vogel Kimberley H | Director | M-Exempt | D | Restricted Stock Unit | 2,178 | 0.00 | — | 0 | D | ↗ |
| 2026-05-22 | Nakamura Jon | Director | M-Exempt | D | Restricted Stock Unit | 2,178 | 0.00 | — | 0 | D | ↗ |
| 2026-05-22 | Mariani Martin | Director | M-Exempt | A | Common Stock | 2,178 | 0.00 | — | 68,553 | D | ↗ |
| 2026-05-22 | MCGRAW THOMAS C | Director | M-Exempt | A | Common Stock | 2,178 | 0.00 | — | 356,729 | D | ↗ |
| 2026-05-22 | Leggio Anthony L. | Director | M-Exempt | D | Restricted Stock Unit | 2,178 | 0.00 | — | 0 | D | ↗ |
| 2026-05-22 | Koehnen Michael W | Director | M-Exempt | D | Restricted Stock Unit | 2,178 | 0.00 | — | 0 | D | ↗ |
| 2026-05-22 | Kane Margaret L | Director | M-Exempt | D | Restricted Stock Unit | 2,178 | 0.00 | — | 0 | D | ↗ |
| 2026-05-22 | Hasbrook John S A | Director | M-Exempt | A | Common Stock | 2,178 | 0.00 | — | 66,813 | D | ↗ |
| 2026-05-22 | Giese Cory W | Director | M-Exempt | D | Restricted Stock Unit | 2,178 | 0.00 | — | 0 | D | ↗ |
| 2026-05-22 | Garen Kirsten E | Director | M-Exempt | A | Common Stock | 2,178 | 0.00 | — | 12,173 | D | ↗ |
| 2026-05-21 | Vogel Kimberley H | Director | A-Award | A | Restricted Stock Unit | 1,646 | 0.00 | — | 1,646 | D | ↗ |
| 2026-05-21 | Nakamura Jon | Director | A-Award | A | Restricted Stock Unit | 1,646 | 0.00 | — | 1,646 | D | ↗ |
| 2026-05-21 | Mariani Martin | Director | A-Award | A | Restricted Stock Unit | 1,646 | 0.00 | — | 1,646 | D | ↗ |
| 2026-05-21 | MCGRAW THOMAS C | Director | A-Award | A | Restricted Stock Unit | 1,646 | 0.00 | — | 1,646 | D | ↗ |
| 2026-05-21 | Leggio Anthony L. | Director | A-Award | A | Restricted Stock Unit | 1,646 | 0.00 | — | 1,646 | D | ↗ |
| 2026-05-21 | Koehnen Michael W | Director | A-Award | A | Restricted Stock Unit | 1,646 | 0.00 | — | 1,646 | D | ↗ |
| 2026-05-21 | Kane Margaret L | Director | A-Award | A | Restricted Stock Unit | 1,646 | 0.00 | — | 1,646 | D | ↗ |
| 2026-05-21 | Hasbrook John S A | Director | A-Award | A | Restricted Stock Unit | 1,676 | 0.00 | — | 1,676 | D | ↗ |
| 2026-05-21 | Giese Cory W | Director | A-Award | A | Restricted Stock Unit | 1,646 | 0.00 | — | 1,646 | D | ↗ |
| 2026-05-21 | Garen Kirsten E | Director | A-Award | A | Restricted Stock Unit | 1,646 | 0.00 | — | 1,646 | D | ↗ |
| 2026-03-30 | Wiese Peter G | Officer | M-Exempt | A | Common Stock | 1,661 | 0.00 | — | 50,161 | D | ↗ |
| 2026-03-30 | SMITH RICHARD P | Director / Officer | M-Exempt | D | Restricted Stock Unit | 3,808 | 0.00 | — | 27,058 | D | ↗ |
| 2026-03-30 | Gehlmann Gregory A | Officer | M-Exempt | A | Common Stock | 761 | 0.00 | — | 21,576 | D | ↗ |
| 2026-03-30 | CARNEY CRAIG B | Officer | M-Exempt | D | Restricted Stock Unit | 1,209 | 0.00 | — | 8,558 | D | ↗ |
| 2026-03-30 | BAILEY DANIEL K | Officer | F-InKind | D | Common Stock | 743 | 47.09 | 35.0K | 58,627 | D | ↗ |
| 2026-03-27 | Wiese Peter G | Officer | A-Award | A | Restricted Stock Unit | 4,349 | 0.00 | — | 13,419 | D | ↗ |
| 2026-03-27 | SMITH RICHARD P | Director / Officer | A-Award | A | Performance Stock Unit | 9,969 | 0.00 | — | 47,119 | D | ↗ |
| 2026-03-27 | Gehlmann Gregory A | Officer | A-Award | A | Performance Stock Unit | 1,995 | 0.00 | — | 9,378 | D | ↗ |
| 2026-03-27 | CARNEY CRAIG B | Officer | A-Award | A | Restricted Stock Unit | 3,161 | 0.00 | — | 9,767 | D | ↗ |
| 2026-03-27 | BAILEY DANIEL K | Officer | A-Award | A | Performance Stock Unit | 3,897 | 0.00 | — | 16,173 | D | ↗ |
| 2026-03-02 | Wiese Peter G | Officer | M-Exempt | D | Restricted Stock Unit | 1,966 | 0.00 | — | 9,001 | D | ↗ |
| 2026-03-02 | SMITH RICHARD P | Director / Officer | M-Exempt | D | Restricted Stock Unit | 4,554 | 0.00 | — | 20,735 | D | ↗ |
| 2026-03-02 | Gehlmann Gregory A | Officer | M-Exempt | A | Common Stock | 902 | 0.00 | — | 20,670 | D | ↗ |
| 2026-03-02 | CARNEY CRAIG B | Officer | M-Exempt | D | Restricted Stock Unit | 1,432 | 0.00 | — | 6,555 | D | ↗ |
| 2026-03-02 | BAILEY DANIEL K | Officer | M-Exempt | D | Restricted Stock Unit | 1,500 | 0.00 | — | 6,867 | D | ↗ |
| 2026-02-06 | CARNEY CRAIG B | Officer | J-Other | D | Common Stock | 11,000 | 52.23 | 574.5K | 9,898 | I | ↗ |
| 2025-12-02 | Fleshood John | Officer | D-Return | D | Restricted Stock Unit | 1,948 | 0.00 | — | 5,972 | D | ↗ |
| 2025-12-01 | Wiese Peter G | Officer | M-Exempt | D | Performance Stock Unit | 4,016 | 0.00 | — | 16,084 | D | ↗ |
| 2025-12-01 | SMITH RICHARD P | Director / Officer | M-Exempt | D | Performance Stock Unit | 9,397 | 0.00 | — | 37,150 | D | ↗ |
| 2025-12-01 | Gehlmann Gregory A | Officer | M-Exempt | A | Common Stock | 1,704 | 0.00 | — | 20,638 | D | ↗ |
| 2025-12-01 | Fleshood John | Officer | M-Exempt | D | Performance Stock Unit | 3,775 | 0.00 | — | 12,840 | D | ↗ |
| 2025-12-01 | CARNEY CRAIG B | Officer | M-Exempt | D | Performance Stock Unit | 2,924 | 0.00 | — | 11,715 | D | ↗ |
| 2025-12-01 | BAILEY DANIEL K | Officer | M-Exempt | D | Performance Stock Unit | 3,098 | 0.00 | — | 12,276 | D | ↗ |
| 2025-10-21 | Wiese Peter G | Officer | M-Exempt | A | Common Stock | 1,473 | 0.00 | — | 45,223 | D | ↗ |
| 2025-10-21 | SMITH RICHARD P | Director / Officer | M-Exempt | D | Restricted Stock Unit | 3,448 | 0.00 | — | 25,107 | D | ↗ |
| 2025-10-21 | Gehlmann Gregory A | Officer | M-Exempt | A | Common Stock | 668 | 0.00 | — | 19,325 | D | ↗ |
| 2025-10-21 | Fleshood John | Officer | M-Exempt | D | Restricted Stock Unit | 1,385 | 0.00 | — | 7,920 | D | ↗ |
| 2025-10-21 | CARNEY CRAIG B | Officer | F-InKind | D | Common Stock | 628 | 42.33 | 26.6K | 36,015 | D | ↗ |
| 2025-10-21 | BAILEY DANIEL K | Officer | F-InKind | D | Common Stock | 665 | 42.33 | 28.1K | 56,360 | D | ↗ |
| 2025-06-12 | Wiese Peter G | Officer | M-Exempt | D | Restricted Stock Unit | 2,039 | 0.00 | — | 12,163 | D | ↗ |
| 2025-06-12 | SMITH RICHARD P | Director / Officer | M-Exempt | D | Restricted Stock Unit | 4,729 | 0.00 | — | 28,095 | D | ↗ |
| 2025-06-12 | Gehlmann Gregory A | Officer | M-Exempt | D | Restricted Stock Unit | 937 | 0.00 | — | 5,575 | D | ↗ |
| 2025-06-12 | Fleshood John | Officer | M-Exempt | D | Restricted Stock Unit | 1,916 | 0.00 | — | 9,157 | D | ↗ |
| 2025-06-12 | CARNEY CRAIG B | Officer | M-Exempt | D | Restricted Stock Unit | 1,485 | 0.00 | — | 8,860 | D | ↗ |
| 2025-06-12 | BAILEY DANIEL K | Officer | M-Exempt | A | Common Stock | 1,558 | 0.00 | — | 56,801 | D | ↗ |
| 2025-05-27 | Wiese Peter G | Officer | M-Exempt | D | Restricted Stock Unit | 1,158 | 0.00 | — | 14,202 | D | ↗ |
| 2025-05-27 | SMITH RICHARD P | Director / Officer | M-Exempt | D | Restricted Stock Unit | 2,362 | 0.00 | — | 32,824 | D | ↗ |
| 2025-05-27 | Gehlmann Gregory A | Officer | M-Exempt | D | Restricted Stock Unit | 489 | 0.00 | — | 6,512 | D | ↗ |
| 2025-05-27 | Fleshood John | Officer | F-InKind | D | Common Stock | 635 | 40.27 | 25.6K | 39,844 | D | ↗ |
| 2025-05-27 | CARNEY CRAIG B | Officer | M-Exempt | A | Common Stock | 784 | 0.00 | — | 35,413 | D | ↗ |
| 2025-05-27 | BAILEY DANIEL K | Officer | M-Exempt | D | Restricted Stock Unit | 784 | 0.00 | — | 10,852 | D | ↗ |
| 2025-05-23 | Vogel Kimberley H | Director | M-Exempt | A | Common Stock | 2,154 | 0.00 | — | 9,700 | D | ↗ |
| 2025-05-23 | Nakamura Jon | Director | M-Exempt | D | Restricted Stock Unit | 2,154 | 0.00 | — | 0 | D | ↗ |
| 2025-05-23 | Mariani Martin | Director | M-Exempt | A | Common Stock | 2,154 | 0.00 | — | 66,375 | D | ↗ |
| 2025-05-23 | MCGRAW THOMAS C | Director | M-Exempt | D | Restricted Stock Unit | 2,154 | 0.00 | — | 0 | D | ↗ |
| 2025-05-23 | Leggio Anthony L. | Director | M-Exempt | A | Common Stock | 2,154 | 0.00 | — | 115,839 | D | ↗ |
| 2025-05-23 | Koehnen Michael W | Director | M-Exempt | A | Common Stock | 2,154 | 0.00 | — | 124,180 | D | ↗ |
| 2025-05-23 | Kane Margaret L | Director | M-Exempt | A | Common Stock | 2,154 | 0.00 | — | 9,700 | D | ↗ |
| 2025-05-23 | Hasbrook John S A | Director | M-Exempt | A | Common Stock | 2,154 | 0.00 | — | 64,635 | D | ↗ |
| 2025-05-23 | Giese Cory W | Director | A-Award | A | Common Stock | 2,154 | 0.00 | — | 8,282 | D | ↗ |
| 2025-05-23 | Giem Judi | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-05-23 | Garen Kirsten E | Director | M-Exempt | A | Common Stock | 2,154 | 0.00 | — | 9,690 | D | ↗ |
| 2025-05-22 | Vogel Kimberley H | Director | A-Award | A | Restricted Stock Unit | 2,111 | 0.00 | — | 2,111 | D | ↗ |
| 2025-05-22 | Nakamura Jon | Director | A-Award | A | Restricted Stock Unit | 2,111 | 0.00 | — | 2,111 | D | ↗ |
| 2025-05-22 | Mariani Martin | Director | A-Award | A | Restricted Stock Unit | 2,111 | 0.00 | — | 2,111 | D | ↗ |
| 2025-05-22 | MCGRAW THOMAS C | Director | A-Award | A | Restricted Stock Unit | 2,111 | 0.00 | — | 2,111 | D | ↗ |
| 2025-05-22 | Leggio Anthony L. | Director | A-Award | A | Restricted Stock Unit | 2,111 | 0.00 | — | 2,111 | D | ↗ |
| 2025-05-22 | Koehnen Michael W | Director | A-Award | A | Restricted Stock Unit | 2,111 | 0.00 | — | 2,111 | D | ↗ |
| 2025-05-22 | Kane Margaret L | Director | A-Award | A | Restricted Stock Unit | 2,111 | 0.00 | — | 2,111 | D | ↗ |
| 2025-05-22 | Hasbrook John S A | Director | A-Award | A | Restricted Stock Unit | 2,111 | 0.00 | — | 2,111 | D | ↗ |
| 2025-05-22 | Giese Cory W | Director | A-Award | A | Restricted Stock Unit | 2,111 | 0.00 | — | 2,111 | D | ↗ |
| 2025-05-22 | Garen Kirsten E | Director | A-Award | A | Restricted Stock Unit | 2,111 | 0.00 | — | 2,111 | D | ↗ |
| 2025-03-28 | Wiese Peter G | Officer | A-Award | A | Restricted Stock Unit | 4,830 | 0.00 | — | 15,360 | D | ↗ |
| 2025-03-28 | SMITH RICHARD P | Director / Officer | A-Award | A | Performance Stock Unit | 11,074 | 0.00 | — | 46,547 | D | ↗ |
| 2025-03-28 | Giem Judi | Officer | A-Award | A | Performance Stock Unit | 1,055 | 0.00 | — | 4,288 | D | ↗ |
| 2025-03-28 | Gehlmann Gregory A | Officer | A-Award | A | Restricted Stock Unit | 2,216 | 0.00 | — | 7,001 | D | ↗ |
| 2025-03-28 | Fleshood John | Officer | A-Award | A | Restricted Stock Unit | 2,268 | 0.00 | — | 12,159 | D | ↗ |
| 2025-03-28 | CARNEY CRAIG B | Officer | A-Award | A | Restricted Stock Unit | 3,517 | 0.00 | — | 11,129 | D | ↗ |
| 2025-03-28 | BAILEY DANIEL K | Officer | A-Award | A | Restricted Stock Unit | 3,684 | 0.00 | — | 11,636 | D | ↗ |
| 2025-03-03 | Wiese Peter G | Officer | F-InKind | D | Common Stock | 605 | 43.33 | 26.2K | 41,050 | D | ↗ |
| 2025-03-03 | SMITH RICHARD P | Director / Officer | F-InKind | D | Common Stock | 2,581 | 43.33 | 111.8K | 268,251 | D | ↗ |
| 2025-03-03 | Giem Judi | Officer | M-Exempt | D | Restricted Stock Unit | 78 | 0.00 | — | 315 | I | ↗ |
| 2025-03-03 | Gehlmann Gregory A | Officer | F-InKind | D | Common Stock | 557 | 43.33 | 24.1K | 16,851 | D | ↗ |
| 2025-03-03 | Fleshood John | Officer | M-Exempt | A | Common Stock | 1,789 | 0.00 | — | 40,536 | D | ↗ |
| 2025-03-03 | CARNEY CRAIG B | Officer | F-InKind | D | Common Stock | 885 | 43.33 | 38.3K | 34,629 | D | ↗ |
| 2025-03-03 | BAILEY DANIEL K | Officer | M-Exempt | D | Restricted Stock Unit | 1,453 | 0.00 | — | 7,888 | D | ↗ |
| 2024-12-11 | Giese Cory W | Director | S-Sale | D | Common Stock | 5,100 | 49.47 | 252.3K | 6,128 | D | ↗ |
| 2024-10-21 | Wiese Peter G | Officer | M-Exempt | A | Common Stock | 1,427 | 43.26 | 61.7K | 40,027 | D | ↗ |
| 2024-10-21 | SMITH RICHARD P | Director / Officer | M-Exempt | D | Restricted Stock Unit | 3,339 | 0.00 | — | 28,121 | D | ↗ |
| 2024-10-21 | Giem Judi | Officer | F-InKind | D | Common Stock | 173 | 43.26 | 7.5K | 2,545 | D | ↗ |
| 2024-10-21 | Gehlmann Gregory A | Officer | M-Exempt | D | Restricted Stock Unit | 647 | 0.00 | — | 5,580 | D | ↗ |
| 2024-10-21 | Fleshood John | Officer | M-Exempt | D | Restricted Stock Unit | 1,341 | 0.00 | — | 11,515 | D | ↗ |
| 2024-10-21 | CARNEY CRAIG B | Officer | F-InKind | D | Common Stock | 607 | 43.26 | 26.3K | 34,127 | D | ↗ |
| 2024-10-21 | BAILEY DANIEL K | Officer | M-Exempt | D | Restricted Stock Unit | 1,101 | 0.00 | — | 9,273 | D | ↗ |
| 2024-09-26 | Mariani Martin | Director | M-Exempt | A | Common Stock | 7,500 | 23.21 | 174.0K | 64,221 | D | ↗ |
| 2024-08-28 | Koehnen Michael W | Director | S-Sale | D | Common Stock | 1,400 | 45.20 | 63.3K | 3,000 | — | ↗ |
| 2024-08-16 | Giese Cory W | Director | S-Sale | D | Common Stock | 500 | 43.09 | 21.5K | 44,242 | — | ↗ |
| 2024-06-12 | Wiese Peter G | Officer | M-Exempt | A | Common Stock | 1,975 | 37.80 | 74.7K | 38,825 | — | ↗ |
| 2024-06-12 | SMITH RICHARD P | Director / Officer | M-Exempt | D | Restricted Stock Unit | 4,579 | 0.00 | — | 30,947 | — | ↗ |
| 2024-06-12 | Giem Judi | Officer | M-Exempt | A | Common Stock | 28 | 37.80 | 1.1K | 28 | I | ↗ |
| 2024-06-12 | Gehlmann Gregory A | Officer | M-Exempt | A | Common Stock | 906 | 37.80 | 34.2K | 15,569 | — | ↗ |
| 2024-06-12 | Fleshood John | Officer | M-Exempt | D | Restricted Stock Unit | 1,856 | 0.00 | — | 12,648 | — | ↗ |
| 2024-06-12 | CARNEY CRAIG B | Officer | F-InKind | D | Common Stock | 841 | 37.80 | 31.8K | 33,695 | — | ↗ |
| 2024-06-12 | BAILEY DANIEL K | Officer | M-Exempt | A | Common Stock | 1,508 | 37.80 | 57.0K | 54,815 | — | ↗ |
| 2024-06-11 | Leggio Anthony L. | Director | G-Gift | D | Common Stock | 5,985 | 0.00 | — | 27,780 | — | ↗ |
| 2024-06-05 | Wiese Peter G | Officer | M-Exempt | D | Restricted Stock Unit | 1,795 | 0.00 | — | 15,440 | — | ↗ |
| 2024-06-05 | SMITH RICHARD P | Director / Officer | M-Exempt | D | Restricted Stock Unit | 3,704 | 0.00 | — | 35,526 | — | ↗ |
| 2024-06-05 | Giem Judi | Officer | F-InKind | D | Common Stock | 218 | 37.39 | 8.2K | 2,253 | — | ↗ |
| 2024-06-05 | Gehlmann Gregory A | Officer | M-Exempt | D | Restricted Stock Unit | 648 | 0.00 | — | 7,034 | — | ↗ |
| 2024-06-05 | Fleshood John | Officer | M-Exempt | D | Restricted Stock Unit | 1,601 | 0.00 | — | 14,504 | — | ↗ |
| 2024-06-05 | CARNEY CRAIG B | Officer | M-Exempt | D | Restricted Stock Unit | 1,097 | 0.00 | — | 11,189 | — | ↗ |
| 2024-06-05 | BAILEY DANIEL K | Officer | M-Exempt | D | Restricted Stock Unit | 1,097 | 0.00 | — | 11,715 | — | ↗ |
| 2024-05-28 | Wiese Peter G | Officer | M-Exempt | D | Restricted Stock Unit | 1,121 | 0.00 | — | 17,235 | — | ↗ |
| 2024-05-28 | SMITH RICHARD P | Director / Officer | M-Exempt | D | Restricted Stock Unit | 2,288 | 0.00 | — | 39,230 | — | ↗ |
| 2024-05-28 | Giem Judi | Officer | F-InKind | D | Common Stock | 149 | 37.56 | 5.6K | 2,097 | — | ↗ |
| 2024-05-28 | Gehlmann Gregory A | Officer | M-Exempt | A | Common Stock | 473 | 37.56 | 17.8K | 14,015 | — | ↗ |
| 2024-05-28 | Fleshood John | Officer | M-Exempt | D | Restricted Stock Unit | 1,050 | 0.00 | — | 16,105 | — | ↗ |
| 2024-05-28 | CARNEY CRAIG B | Officer | M-Exempt | D | Restricted Stock Unit | 759 | 0.00 | — | 12,286 | — | ↗ |
| 2024-05-28 | BAILEY DANIEL K | Officer | M-Exempt | A | Common Stock | 759 | 37.56 | 28.5K | 53,294 | — | ↗ |
| 2024-05-23 | Vogel Kimberley H | Director | A-Award | A | Restricted Stock Unit | 2,087 | 0.00 | — | 2,087 | — | ↗ |
| 2024-05-23 | Nakamura Jon | Director | A-Award | A | Restricted Stock Unit | 2,087 | 0.00 | — | 2,087 | — | ↗ |
| 2024-05-23 | Mariani Martin | Director | A-Award | A | Restricted Stock Unit | 2,087 | 0.00 | — | 2,087 | — | ↗ |
| 2024-05-23 | MCGRAW THOMAS C | Director | A-Award | A | Restricted Stock Unit | 2,087 | 0.00 | — | 2,087 | — | ↗ |
| 2024-05-23 | Leggio Anthony L. | Director | A-Award | A | Restricted Stock Unit | 2,087 | 0.00 | — | 2,087 | — | ↗ |
| 2024-05-23 | Koehnen Michael W | Director | A-Award | A | Restricted Stock Unit | 2,087 | 0.00 | — | 2,087 | — | ↗ |
| 2024-05-23 | Kane Margaret L | Director | A-Award | A | Restricted Stock Unit | 2,087 | 0.00 | — | 2,087 | — | ↗ |
| 2024-05-23 | Hasbrook John S A | Director | A-Award | A | Restricted Stock Unit | 2,087 | 0.00 | — | 2,087 | — | ↗ |
| 2024-05-23 | Giese Cory W | Director | A-Award | A | Restricted Stock Unit | 2,087 | 0.00 | — | 2,087 | — | ↗ |
| 2024-05-23 | Garen Kirsten E | Director | A-Award | A | Restricted Stock Unit | 2,087 | 0.00 | — | 2,087 | — | ↗ |
| 2024-05-20 | Vogel Kimberley H | Director | M-Exempt | D | Restricted stock unit | 2,193 | 0.00 | — | 0 | — | ↗ |
| 2024-05-20 | Nakamura Jon | Director | M-Exempt | D | Restricted stock unit | 2,193 | 0.00 | — | 0 | — | ↗ |
| 2024-05-20 | Mariani Martin | Director | M-Exempt | D | Restricted stock unit | 2,193 | 0.00 | — | 0 | — | ↗ |
| 2024-05-20 | MCGRAW THOMAS C | Director | M-Exempt | D | Restricted stock unit | 2,193 | 0.00 | — | 0 | — | ↗ |
| 2024-05-20 | Leggio Anthony L. | Director | M-Exempt | D | Restricted stock unit | 2,193 | 0.00 | — | 0 | — | ↗ |
| 2024-05-20 | Koehnen Michael W | Director | J-Other | A | Common Stock | 0 | 0.00 | — | 4,400 | — | ↗ |
| 2024-05-20 | Kane Margaret L | Director | M-Exempt | A | Common Stock | 2,193 | 38.51 | 84.5K | 7,311 | — | ↗ |
| 2024-05-20 | Hasbrook John S A | Director | M-Exempt | D | Restricted stock unit | 2,193 | 0.00 | — | 0 | — | ↗ |
| 2024-05-20 | Giese Cory W | Director | J-Other | A | Common Stock | 0 | 0.00 | — | 44,742 | — | ↗ |
| 2024-05-20 | Garen Kirsten E | Director | M-Exempt | A | Common Stock | 2,193 | 38.51 | 84.5K | 7,301 | — | ↗ |
| 2024-05-14 | CARNEY CRAIG B | Officer | J-Other | A | Common Stock | 0 | 0.00 | — | 156 | — | ↗ |
| 2024-04-09 | Wiese Peter G | Officer | M-Exempt | A | Common Stock | 4,336 | 0.00 | — | 34,036 | — | ↗ |
| 2024-04-09 | SMITH RICHARD P | Director / Officer | F-InKind | D | Common Stock | 5,173 | 34.49 | 178.4K | 260,638 | — | ↗ |
| 2024-04-09 | Giem Judi | Officer | J-Other | A | Common Stock | 0 | 0.00 | — | 414 | — | ↗ |
| 2024-04-09 | Gehlmann Gregory A | Officer | J-Other | A | Common Stock | 0 | 0.00 | — | 1,423 | — | ↗ |
| 2024-04-09 | Fleshood John | Officer | M-Exempt | A | Common Stock | 4,065 | 0.00 | — | 38,084 | — | ↗ |
| 2024-04-09 | CARNEY CRAIG B | Officer | M-Exempt | A | Common Stock | 2,936 | 0.00 | — | 34,798 | — | ↗ |
| 2024-04-09 | BAILEY DANIEL K | Officer | J-Other | A | Common Stock | 0 | 0.00 | — | 10,009 | — | ↗ |
| 2024-03-01 | Wiese Peter G | Officer | A-Award | A | Restricted stock unit | 5,530 | 0.00 | — | 18,184 | — | ↗ |
| 2024-03-01 | SMITH RICHARD P | Director / Officer | A-Award | A | Performance Stock Unit | 12,805 | 0.00 | — | 43,897 | — | ↗ |
| 2024-03-01 | Giem Judi | Officer | A-Award | A | Restricted stock unit | 1,220 | 0.00 | — | 3,885 | — | ↗ |
| 2024-03-01 | Gehlmann Gregory A | Officer | A-Award | A | Restricted stock unit | 2,537 | 0.00 | — | 8,078 | — | ↗ |
| 2024-03-01 | Fleshood John | Officer | A-Award | A | Restricted stock unit | 5,193 | 0.00 | — | 16,994 | — | ↗ |
| 2024-03-01 | CARNEY CRAIG B | Officer | A-Award | A | Restricted stock unit | 4,027 | 0.00 | — | 12,923 | — | ↗ |
| 2024-03-01 | BAILEY DANIEL K | Officer | A-Award | A | Restricted stock unit | 4,219 | 0.00 | — | 13,443 | — | ↗ |
| 2023-10-23 | Wiese Peter G | Officer | F-InKind | D | Common Stock | 280 | 30.74 | 8.6K | 29,700 | — | ↗ |
| 2023-10-23 | SMITH RICHARD P | Director / Officer | J-Other | A | Common Stock | 0 | 0.00 | — | 1,100,478 | — | ↗ |
| 2023-10-23 | Giem Judi | Officer | J-Other | A | Common Stock | 0 | 0.00 | — | 414 | — | ↗ |
| 2023-10-23 | Gehlmann Gregory A | Officer | M-Exempt | A | Common Stock | 626 | 30.74 | 19.2K | 11,554 | — | ↗ |
| 2023-10-23 | Fleshood John | Officer | M-Exempt | A | Common Stock | 1,298 | 30.74 | 39.9K | 34,218 | — | ↗ |
| 2023-10-23 | CARNEY CRAIG B | Officer | J-Other | A | Common Stock | 0 | 0.00 | — | 18,263 | — | ↗ |
| 2023-10-23 | BAILEY DANIEL K | Officer | M-Exempt | A | Common Stock | 1,064 | 30.74 | 32.7K | 51,925 | — | ↗ |
| 2023-06-26 | Wiese Peter G | Officer | M-Exempt | A | Common Stock | 866 | 33.03 | 28.6K | 28,616 | — | ↗ |
| 2023-06-26 | SMITH RICHARD P | Director / Officer | J-Other | A | Common Stock | 0 | 0.00 | — | 1,163,292 | — | ↗ |
| 2023-06-26 | Gehlmann Gregory A | Officer | M-Exempt | D | Restricted stock unit | 261 | 0.00 | — | 0 | — | ↗ |
| 2023-06-26 | Fleshood John | Officer | F-InKind | D | Common Stock | 425 | 33.03 | 14.0K | 32,609 | — | ↗ |
| 2023-06-26 | CARNEY CRAIG B | Officer | J-Other | A | Common Stock | 0 | 0.00 | — | 152 | — | ↗ |
| 2023-06-26 | BAILEY DANIEL K | Officer | F-InKind | D | Common Stock | 258 | 33.03 | 8.5K | 50,861 | — | ↗ |
| 2023-06-12 | Wiese Peter G | Officer | M-Exempt | A | Common Stock | 7,739 | 0.00 | — | 30,989 | — | ↗ |
| 2023-06-12 | SMITH RICHARD P | Director / Officer | J-Other | A | Common Stock | 0 | 0.00 | — | 38,299 | — | ↗ |
| 2023-06-12 | Giese Cory W | Director | J-Other | A | Common Stock | 0 | 0.00 | — | 1,163,292 | — | ↗ |
| 2023-06-12 | Giem Judi | Officer | M-Exempt | A | Common Stock | 1,612 | 0.00 | — | 2,382 | — | ↗ |
| 2023-06-12 | Gehlmann Gregory A | Officer | F-InKind | D | Common Stock | 1,602 | 37.21 | 59.6K | 10,518 | — | ↗ |
| 2023-06-12 | Fleshood John | Officer | J-Other | A | Common Stock | 0 | 0.00 | — | 1,590 | — | ↗ |
| 2023-06-12 | CARNEY CRAIG B | Officer | F-InKind | D | Common Stock | 2,712 | 37.21 | 100.9K | 31,258 | — | ↗ |
| 2023-06-12 | BAILEY DANIEL K | Officer | M-Exempt | A | Common Stock | 4,729 | 0.00 | — | 53,381 | — | ↗ |
| 2023-06-08 | Giese Cory W | Director | J-Other | A | Common Stock | 0 | 0.00 | — | 1,163,292 | — | ↗ |
| 2023-06-05 | Wiese Peter G | Officer | M-Exempt | A | Common Stock | 1,734 | 35.18 | 61.0K | 23,984 | — | ↗ |
| 2023-06-05 | SMITH RICHARD P | Director / Officer | F-InKind | D | Common Stock | 2,052 | 35.18 | 72.2K | 247,907 | — | ↗ |
| 2023-06-05 | Giem Judi | Officer | M-Exempt | D | Restricted stock unit | 361 | 0.00 | — | 362 | — | ↗ |
| 2023-06-05 | Gehlmann Gregory A | Officer | M-Exempt | D | Restricted stock unit | 627 | 0.00 | — | 627 | — | ↗ |
| 2023-06-05 | Fleshood John | Officer | M-Exempt | A | Common Stock | 1,546 | 35.18 | 54.4K | 29,500 | — | ↗ |
| 2023-06-05 | CARNEY CRAIG B | Officer | F-InKind | D | Common Stock | 607 | 35.18 | 21.4K | 29,241 | — | ↗ |
| 2023-06-05 | BAILEY DANIEL K | Officer | M-Exempt | D | Restricted stock unit | 1,060 | 0.00 | — | 1,060 | — | ↗ |
| 2023-05-31 | Koehnen Michael W | Director | J-Other | A | Common Stock | 0 | 0.00 | — | 8,600 | — | ↗ |
| 2023-05-30 | Wiese Peter G | Officer | M-Exempt | A | Common Stock | 1,083 | 33.48 | 36.3K | 22,583 | — | ↗ |
| 2023-05-30 | SMITH RICHARD P | Director / Officer | M-Exempt | A | Common Stock | 2,210 | 33.48 | 74.0K | 247,647 | — | ↗ |
| 2023-05-30 | Giem Judi | Officer | J-Other | A | Common Stock | 0 | 0.00 | — | 414 | — | ↗ |
| 2023-05-30 | Gehlmann Gregory A | Officer | M-Exempt | A | Common Stock | 457 | 33.48 | 15.3K | 8,699 | — | ↗ |
| 2023-05-30 | Fleshood John | Officer | M-Exempt | A | Common Stock | 1,014 | 33.48 | 33.9K | 28,535 | — | ↗ |
| 2023-05-30 | CARNEY CRAIG B | Officer | M-Exempt | A | Common Stock | 733 | 33.48 | 24.5K | 29,208 | — | ↗ |
Executive team
Top executives
EBIT / Employee
141.7K
Shares Outstanding
32.15M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Richard Smith, President - Chief Executive Officer | 1.03M | — | 758.5K | — | 1.07M | 128.0K | 2.98M | 25.44% | ↗ |
| 2 | 2025 | Dan Bailey, Executive Vice President — Chief Banking Officer | 473.2K | — | 252.3K | — | 400.0K | 304.8K | 1.43M | 17.64% | ↗ |
| 3 | 2025 | Peter Wiese, Executive Vice President — Chief Financial Officer | 537.5K | — | 330.8K | — | 455.0K | 37.0K | 1.36M | 24.32% | ↗ |
| 4 | 2025 | Craig Carney, Executive Vice President — Chief Credit Officer | 451.7K | — | 240.9K | — | 355.0K | 75.8K | 1.12M | 21.44% | ↗ |
| 5 | 2025 | Greg Gehlmann, Senior Vice President — General Counsel | 369.9K | — | 151.8K | — | 200.0K | 27.5K | 749.2K | 20.26% | ↗ |
| 6 | 2025 | John Fleshood, Former Executive Vice President — Chief Operating Officer | 489.2K | — | 155.3K | — | — | 18.6K | 663.1K | 23.43% | ↗ |
| 7 | 2024 | Richard Smith, President - Chief Executive Officer | 1.01M | — | 690.6K | — | 1.13M | 70.1K | 2.90M | 23.84% | ↗ |
| 8 | 2024 | Peter Wiese, Executive Vice President — Chief Financial Officer | 523.0K | — | 298.2K | — | 465.4K | 35.4K | 1.32M | 22.56% | ↗ |
| 9 | 2024 | John Fleshood, Executive Vice President — Chief Operating Officer | 491.3K | — | 280.1K | — | 437.1K | 32.3K | 1.24M | 22.57% | ↗ |
| 10 | 2024 | John Fleshood, Former Executive Vice President — Chief Operating Officer | 491.3K | — | 280.1K | — | 437.1K | 32.3K | 1.24M | 22.57% | ↗ |
| 11 | 2024 | Daniel Bailey, Executive Vice President — Chief Banking Officer | 460.6K | — | 227.5K | — | 409.6K | 71.4K | 1.17M | 19.46% | ↗ |
| 12 | 2024 | Dan Bailey, Executive Vice President — Chief Banking Officer | 460.6K | — | 227.5K | — | 409.6K | 71.4K | 1.17M | 19.46% | ↗ |
| 13 | 2024 | Craig Carney, Executive Vice President — Chief Credit Officer | 439.6K | — | 217.2K | — | 391.0K | 58.5K | 1.11M | 19.63% | ↗ |
| 14 | 2023 | Richard Smith, President - Chief Executive Officer | 989.7K | — | 862.1K | — | 1.06M | 189.5K | 3.10M | 27.83% | ↗ |
| 15 | 2023 | Daniel Bailey, Executive Vice President — Chief Banking Officer | 451.6K | — | 284.1K | — | 387.5K | 291.1K | 1.41M | 20.09% | ↗ |
| 16 | 2023 | Dan Bailey, Executive Vice President — Chief Banking Officer | 451.6K | — | 284.1K | — | 387.5K | 291.1K | 1.41M | 20.09% | ↗ |
| 17 | 2023 | Peter Wiese, Executive Vice President — Chief Financial Officer | 511.0K | — | 371.8K | — | 439.6K | 32.0K | 1.35M | 27.45% | ↗ |
| 18 | 2023 | John Fleshood, Former Executive Vice President — Chief Operating Officer | 480.2K | — | 349.4K | — | 413.2K | 31.9K | 1.27M | 27.41% | ↗ |
| 19 | 2023 | John Fleshood, Executive Vice President — Chief Operating Officer | 480.2K | — | 349.4K | — | 413.2K | 31.9K | 1.27M | 27.41% | ↗ |
| 20 | 2023 | Craig Carney, Executive Vice President — Chief Credit Officer | 429.5K | — | 270.9K | — | 369.6K | 96.7K | 1.17M | 23.22% | ↗ |
| 21 | 2022 | Richard Smith, President - Chief Executive Officer | 934.6K | — | 867.8K | — | 1.37M | 76.5K | 3.24M | 26.75% | ↗ |
| 22 | 2022 | Peter Wiese, Executive Vice President — Chief Financial Officer | 494.6K | 550.0K | 370.9K | — | — | 19.1K | 1.43M | 25.85% | ↗ |
| 23 | 2022 | John Fleshood, Executive Vice President — Chief Operating Officer | 464.6K | 517.0K | 348.6K | — | — | 33.8K | 1.36M | 25.56% | ↗ |
| 24 | 2022 | Daniel Bailey, Executive Vice President — Chief Banking Officer | 432.9K | 489.5K | 286.1K | — | — | 33.9K | 1.24M | 23.03% | ↗ |
| 25 | 2022 | Craig Carney, Executive Vice President — Chief Credit Officer | 414.6K | 462.0K | 270.0K | — | — | 51.1K | 1.20M | 22.55% | ↗ |
| 26 | 2021 | Richard Smith, President - Chief Executive Officer | 825.0K | — | 731.5K | — | 895.0K | 60.1K | 2.51M | 29.12% | ↗ |
| 27 | 2021 | Richard Smith, President — Chief Executive Officer | 825.0K | 825.0K | 731.5K | — | — | 60.1K | 2.44M | 29.96% | ↗ |
| 28 | 2021 | Peter Wiese, Executive Vice President — Chief Financial Officer | 480.0K | 456.0K | 358.3K | — | — | 17.9K | 1.31M | 27.31% | ↗ |
| 29 | 2021 | John Fleshood, Executive Vice President — Chief Operating Officer | 444.2K | 427.5K | 335.9K | — | — | 22.6K | 1.23M | 27.31% | ↗ |
| 30 | 2021 | Craig Carney, Executive Vice President — Chief Credit Officer | 400.0K | 300.0K | 242.7K | — | — | 54.0K | 996.7K | 24.35% | ↗ |
| 31 | 2021 | Daniel Bailey, Executive Vice President — Chief Banking Officer | 400.0K | 300.0K | 242.7K | — | — | 31.3K | 974.0K | 24.92% | ↗ |
| 32 | 2020 | Richard Smith, President —Chief Executive Officer | 825.0K | 495.0K | 736.5K | — | — | 776.9K | 2.83M | 25.99% | ↗ |
| 33 | 2020 | Richard Smith, President - Chief Executive Officer | 825.0K | — | 736.5K | — | 495.0K | 776.9K | 2.83M | 25.99% | ↗ |
| 34 | 2020 | Richard Smith, President — Chief Executive Officer | 825.0K | 495.0K | 736.5K | — | — | 776.9K | 2.83M | 25.99% | ↗ |
| 35 | 2020 | Daniel Bailey, Executive Vice President — Chief Banking Officer | 400.0K | 160.0K | 218.2K | — | — | 1.10M | 1.88M | 11.61% | ↗ |
| 36 | 2020 | Daniel K. Bailey, Executive Vice President—Chief Banking Officer | 400.0K | 160.0K | 218.2K | — | — | 1.10M | 1.88M | 11.61% | ↗ |
| 37 | 2020 | Craig Carney, Executive Vice President — Chief Credit Officer | 400.0K | 160.0K | 218.2K | — | — | 568.6K | 1.35M | 16.20% | ↗ |
| 38 | 2020 | Craig Carney, Executive Vice President—Chief Credit Officer | 400.0K | 160.0K | 218.2K | — | — | 568.6K | 1.35M | 16.20% | ↗ |
| 39 | 2020 | Peter Wiese, Executive Vice President — Chief Financial Officer | 480.0K | 264.0K | 357.1K | — | — | 65.7K | 1.17M | 30.60% | ↗ |
| 40 | 2020 | John Fleshood, Executive Vice President — Chief Operating Officer | 428.5K | 235.4K | 318.4K | — | — | 70.9K | 1.05M | 30.23% | ↗ |
| 41 | 2020 | John Fleshood, Executive Vice President—Chief Operating Officer | 428.5K | 235.4K | 318.4K | — | — | 70.9K | 1.05M | 30.23% | ↗ |
| 42 | 2019 | Richard Smith, President —Chief Executive Officer | 787.2K | 495.0K | 501.9K | — | — | 2.91M | 4.69M | 10.70% | ↗ |
| 43 | 2019 | Richard Smith, President and Chief Executive Officer | 782.2K | 495.0K | 501.9K | — | — | 2.91M | 4.69M | 10.70% | ↗ |
| 44 | 2019 | Richard Smith, President — Chief Executive Officer | 787.2K | 495.0K | 501.9K | — | — | 2.91M | 4.69M | 10.70% | ↗ |
| 45 | 2019 | Craig Carney, Executive Vice President — Chief Credit Officer | 345.8K | 160.0K | 101.3K | — | — | 1.46M | 2.07M | 4.90% | ↗ |
| 46 | 2019 | Craig Carney, Executive Vice President—Chief Credit Officer | 345.8K | 160.0K | 101.3K | — | — | 1.46M | 2.07M | 4.90% | ↗ |
| 47 | 2019 | Daniel K. Bailey, Executive Vice President—Chief Banking Officer | 343.2K | 160.0K | 111.4K | — | — | 370.0K | 984.6K | 11.31% | ↗ |
| 48 | 2019 | Daniel Bailey, Executive Vice President — Chief Banking Officer | 343.2K | 160.0K | 111.4K | — | — | 370.0K | 984.6K | 11.31% | ↗ |
| 49 | 2019 | Peter Wiese, Executive Vice President and Chief Financial Officer | 468.9K | 264.0K | 214.1K | — | — | 2.8K | 949.9K | 22.54% | ↗ |
| 50 | 2019 | Peter Wiese, Executive Vice President — Chief Financial Officer | 468.9K | 264.0K | 214.1K | — | — | 2.8K | 949.9K | 22.54% | ↗ |
| 51 | 2019 | John Fleshood, Executive Vice President — Chief Operating Officer | 414.5K | 247.5K | 183.8K | — | — | 22.9K | 868.7K | 21.16% | ↗ |
| 52 | 2019 | John Fleshood, Executive Vice President—Chief Operating Officer | 414.5K | 247.5K | 183.8K | — | — | 22.9K | 868.7K | 21.16% | ↗ |
| 53 | 2018 | Richard Smith, President —Chief Executive Officer | 715.0K | 750.0K | 300.2K | — | — | 2.19M | 3.95M | 7.60% | ↗ |
| 54 | 2018 | Richard Smith, President and Chief Executive Officer | 715.0K | 750.0K | 300.2K | — | — | 2.19M | 3.95M | 7.60% | ↗ |
| 55 | 2018 | Craig Carney, Executive Vice President—Chief Credit Officer | 319.8K | 155.0K | 90.4K | — | — | 256.8K | 822.0K | 11.00% | ↗ |
| 56 | 2018 | John Fleshood, Executive Vice President—Chief Operating Officer | 409.0K | 215.0K | 157.5K | — | — | 22.6K | 804.1K | 19.58% | ↗ |
| 57 | 2018 | Thomas Reddish, Former Executive Vice President and Chief Financial Officer | 232.1K | — | — | — | — | 552.9K | 785.0K | 0.00% | ↗ |
| 58 | 2018 | Richard O’Sullivan, Executive Vice President—Chief Commercial Lending Officer | 302.1K | 150.0K | 85.3K | — | — | 205.0K | 742.4K | 11.49% | ↗ |
| 59 | 2018 | Peter Wiese, Executive Vice President — Chief Financial Officer | 183.7K | 73.0K | 387.9K | — | — | 81.9K | 726.5K | 53.39% | ↗ |
| 60 | 2018 | Peter Wiese, Executive Vice President and Chief Financial Officer | 183.7K | 73.0K | 387.9K | — | — | 81.9K | 726.5K | 53.39% | ↗ |
| 61 | 2017 | Richard Smith, President and Chief Executive Officer | 603.8K | 450.0K | 283.6K | — | — | 435.0K | 1.77M | 16.00% | ↗ |
| 62 | 2017 | Craig Carney, Executive Vice President—Chief Credit Officer | 302.4K | 122.5K | 84.7K | — | — | 724.2K | 1.23M | 6.86% | ↗ |
| 63 | 2017 | Thomas Reddish, Former Executive Vice President and Chief Financial Officer | 341.3K | 117.4K | 94.8K | — | — | 534.0K | 1.09M | 8.72% | ↗ |
| 64 | 2017 | Thomas Reddish, Executive Vice President and Chief Financial Officer | 341.3K | 117.4K | 94.8K | — | — | 534.0K | 1.09M | 8.72% | ↗ |
| 65 | 2017 | John Fleshood, Executive Vice President—Chief Operating Officer | 400.0K | 160.0K | 155.1K | — | — | 12.0K | 727.1K | 21.34% | ↗ |
| 66 | 2017 | Richard O’Sullivan, Executive Vice President—Chief Commercial Lending Officer | 285.6K | 119.5K | 80.0K | — | — | 81.4K | 566.5K | 14.13% | ↗ |
| 67 | 2016 | Richard Smith, President and Chief Executive Officer | 577.7K | 350.0K | 270.3K | — | — | 857.7K | 2.06M | 13.15% | ↗ |
| 68 | 2016 | Carol Ward, Former Executive Vice President and Chief Operating Officer | 324.5K | 79.8K | 107.0K | — | — | 423.2K | 934.5K | 11.45% | ↗ |
| 69 | 2016 | Thomas Reddish, Executive Vice President and Chief Financial Officer | 323.4K | 97.8K | 125.6K | — | — | 203.8K | 750.6K | 16.73% | ↗ |
| 70 | 2016 | Thomas Reddish, Former Executive Vice President and Chief Financial Officer | 323.4K | 97.8K | 125.6K | — | — | 203.8K | 750.6K | 16.73% | ↗ |
| 71 | 2016 | Craig Carney, Executive Vice President—Chief Credit Officer | 287.7K | 116.4K | 113.9K | — | — | 229.7K | 747.7K | 15.24% | ↗ |
| 72 | 2016 | Dan Bailey, Executive Vice President—Chief Retail Banking Officer | 279.8K | 102.0K | 108.0K | — | — | 170.8K | 660.6K | 16.35% | ↗ |
| 73 | 2016 | Richard O’Sullivan, Executive Vice President—Chief Commercial Lending Officer | 272.0K | 110.0K | 104.6K | — | — | 149.5K | 636.2K | 16.45% | ↗ |
| 74 | 2015 | Richard Smith, President and Chief Executive Officer | 549.8K | 502.4K | 272.1K | — | — | 1.09M | 2.42M | 11.26% | ↗ |
| 75 | 2015 | Richard Smith, President and CEO | 549.8K | 225.0K | 272.1K | — | 277.4K | 1.09M | 2.42M | 11.26% | ↗ |
| 76 | 2015 | Craig Carney, Executive Vice President—Chief Credit Officer | 274.9K | 82.9K | 82.7K | — | — | 240.4K | 680.9K | 12.14% | ↗ |
| 77 | 2015 | Carol Ward, Former Executive Vice President and Chief Operating Officer | 260.8K | 79.5K | 65.6K | — | — | 223.1K | 629.6K | 10.42% | ↗ |
| 78 | 2015 | Richard O’Sullivan, Executive Vice President—Wholesale Banking | 260.9K | 83.9K | 78.5K | — | — | 182.7K | 606.0K | 12.95% | ↗ |
| 79 | 2015 | Richard O’Sullivan, Executive Vice President—Chief Commercial Lending Officer | 260.9K | 83.9K | 78.5K | — | — | 182.7K | 606.0K | 12.95% | ↗ |
| 80 | 2015 | Thomas Reddish, Executive Vice President and CFO | 314.9K | 79.1K | 94.8K | — | — | 58.9K | 547.7K | 17.32% | ↗ |
| 81 | 2015 | Thomas Reddish, Executive Vice President and Chief Financial Officer | 314.9K | 79.1K | 94.8K | — | — | 58.9K | 547.7K | 17.32% | ↗ |
| 82 | 2015 | Dan Bailey, Executive Vice President—Chief Retail Banking Officer | 268.3K | 80.9K | 80.7K | — | — | 104.0K | 533.9K | 15.11% | ↗ |
| 83 | 2014 | Richard Smith, President and CEO | 526.2K | 225.0K | 216.7K | — | 175.0K | 1.92M | 3.06M | 7.08% | ↗ |
| 84 | 2014 | Richard Smith, President and Chief Executive Officer | 526.2K | 225.0K | 216.7K | — | 175.0K | 1.92M | 3.06M | 7.08% | ↗ |
| 85 | 2014 | Craig Carney, Executive Vice President—Chief Credit Officer | 269.2K | 81.3K | 67.6K | — | — | 788.9K | 1.21M | 5.60% | ↗ |
| 86 | 2014 | Thomas Reddish, Executive Vice President and CFO | 309.6K | 77.7K | 79.5K | — | — | 733.5K | 1.20M | 6.62% | ↗ |
| 87 | 2014 | Thomas Reddish, Executive Vice President and Chief Financial Officer | 309.6K | 77.7K | 79.5K | — | — | 733.5K | 1.20M | 6.62% | ↗ |
| 88 | 2014 | Richard O’Sullivan, Executive Vice President—Wholesale Banking | 256.1K | 77.1K | 64.8K | — | — | 632.1K | 1.03M | 6.29% | ↗ |
| 89 | 2014 | Richard O’Sullivan, Executive Vice President—Chief Commercial Lending Officer | 256.1K | 77.1K | 64.8K | — | — | 632.1K | 1.03M | 6.29% | ↗ |
| 90 | 2014 | Dan Bailey, Executive Vice President—Chief Retail Banking Officer | 263.1K | 79.3K | 66.3K | — | — | 254.1K | 662.8K | 10.01% | ↗ |
| 91 | 2014 | Carol Ward, Former Executive Vice President and Chief Operating Officer | 212.5K | 73.1K | 52.5K | — | — | 181.9K | 520.0K | 10.09% | ↗ |
| 92 | 2013 | Richard Smith, President and CEO | 505.7K | — | — | 395.8K | 160.0K | 59.1K | 1.12M | 35.32% | ↗ |
| 93 | 2013 | Thomas Reddish, Executive Vice President and CFO | 309.3K | 60.0K | — | 100.0K | — | 25.3K | 494.6K | 20.22% | ↗ |
| 94 | 2013 | Craig Carney, Executive Vice President—Chief Credit Officer | 262.3K | 79.3K | — | 99.1K | — | 40.1K | 480.8K | 20.61% | ↗ |
| 95 | 2013 | Richard O’Sullivan, Executive Vice President—Wholesale Banking | 252.0K | 76.0K | — | 95.9K | — | 56.8K | 480.7K | 19.95% | ↗ |
| 96 | 2013 | Dan Bailey, Executive Vice President—Chief Retail Banking Officer | 257.3K | 77.8K | — | 100.8K | — | 38.1K | 473.9K | 21.26% | ↗ |
| 97 | 2012 | Richard Smith, President and CEO | 493.4K | — | — | 270.4K | 149.5K | 880.0K | 1.79M | 15.08% | ↗ |
| 98 | 2012 | Craig Carney, Executive Vice President—Chief Credit Officer | 242.3K | 50.9K | — | 135.2K | — | 529.8K | 958.2K | 14.11% | ↗ |
| 99 | 2012 | Thomas Reddish, Executive Vice President, CFO and Chief Risk Officer | 301.7K | 60.9K | — | 135.2K | — | 417.4K | 915.3K | 14.77% | ↗ |
| 100 | 2012 | Thomas Reddish, Executive Vice President and CFO | 301.7K | 60.9K | — | 135.2K | — | 417.4K | 915.3K | 14.77% | ↗ |
| 101 | 2012 | Richard O’Sullivan, Executive Vice President—Wholesale Banking | 246.7K | 49.7K | — | 101.4K | — | 273.7K | 671.4K | 15.10% | ↗ |
| 102 | 2012 | Dan Bailey, Executive Vice President—Retail Banking | 249.2K | 50.3K | — | 135.2K | — | 115.5K | 550.2K | 24.57% | ↗ |
| 103 | 2012 | Dan Bailey, Executive Vice President—Chief Retail Banking Officer | 249.2K | 50.3K | — | 135.2K | — | 115.5K | 550.2K | 24.57% | ↗ |
| 104 | 2011 | Richard Smith, President and CEO | 483.7K | — | — | 316.5K | 145.1K | 488.7K | 1.43M | 22.07% | ↗ |
| 105 | 2011 | Thomas Reddish, Executive Vice President, CFO and Chief Risk Officer | 290.8K | 73.6K | — | 189.9K | — | 345.9K | 900.2K | 21.10% | ↗ |
| 106 | 2011 | Craig Carney, Executive Vice President—Chief Credit Officer | 210.2K | 42.8K | — | 189.9K | — | 230.1K | 672.9K | 28.22% | ↗ |
| 107 | 2011 | Richard O’Sullivan, Executive Vice President—Wholesale Banking | 243.4K | 12.2K | — | 63.3K | — | 309.2K | 628.1K | 10.08% | ↗ |
| 108 | 2011 | Dan Bailey, Executive Vice President—Retail Banking | 240.2K | 48.9K | — | 189.9K | — | 81.7K | 560.6K | 33.87% | ↗ |
| 109 | 2010 | Richard Smith, President and CEO | 483.7K | — | — | 497.2K | — | 879.8K | 1.86M | 26.72% | ↗ |
| 110 | 2010 | Thomas Reddish, Executive Vice President, CFO and Chief Risk Officer | 287.2K | — | — | 203.8K | — | 289.8K | 780.8K | 26.10% | ↗ |
| 111 | 2010 | Richard O’Sullivan, Executive Vice President—Wholesale Banking | 243.4K | — | — | 122.3K | — | 331.3K | 696.9K | 17.54% | ↗ |
| 112 | 2010 | Craig Carney, Executive Vice President—Chief Credit Officer | 211.2K | — | — | 163.0K | — | 200.4K | 574.6K | 28.37% | ↗ |
| 113 | 2010 | Dan Bailey, Executive Vice President—Retail Banking | 237.2K | — | — | 195.6K | — | 70.0K | 502.8K | 38.90% | ↗ |
| 114 | 2009 | Richard Smith, President and CEO | 483.7K | — | — | — | — | 587.2K | 1.07M | 0.00% | ↗ |
| 115 | 2009 | Thomas Reddish, Executive Vice President, CFO and Chief Risk Officer | 278.9K | 50.0K | — | — | — | 405.2K | 734.1K | 0.00% | ↗ |
| 116 | 2009 | Thomas Reddish, Executive Vice President and CFO | 278.9K | 50.0K | — | — | — | 404.5K | 733.4K | 0.00% | ↗ |
| 117 | 2009 | Richard O’Sullivan, Executive Vice President—Wholesale Banking | 242.8K | 30.0K | — | — | — | 431.9K | 704.7K | 0.00% | ↗ |
| 118 | 2009 | Craig Carney, Executive Vice President—Chief Credit Officer | 218.2K | 30.0K | — | — | — | 248.0K | 496.2K | 0.00% | ↗ |
| 119 | 2009 | Dan Bailey, Executive Vice President—Retail Banking | 229.9K | 40.0K | — | — | — | 65.9K | 335.8K | 0.00% | ↗ |
| 120 | 2008 | Rick Hagstrom, Former Executive Vice President—COO and Enterprise Risk Management | 232.9K | — | — | — | — | 785.2K | 1.02M | 0.00% | ↗ |
| 121 | 2008 | Richard Smith, President and CEO | 480.6K | — | — | 61.7K | — | 51.8K | 594.2K | 10.39% | ↗ |
| 122 | 2008 | Richard O’Sullivan, Executive Vice President—Wholesale Banking | 238.7K | — | — | 35.3K | — | 56.9K | 330.8K | 10.66% | ↗ |
| 123 | 2008 | Thomas Reddish, Executive Vice President, CFO and Chief Risk Officer | 249.1K | — | — | 37.5K | — | 24.7K | 311.3K | 12.04% | ↗ |
| 124 | 2008 | Thomas Reddish, Executive Vice President and CFO | 249.1K | — | — | 37.5K | — | 24.7K | 311.3K | 12.04% | ↗ |
| 125 | 2008 | Dan Bailey, Executive Vice President—Retail Banking | 192.8K | — | — | 22.1K | — | 45.1K | 259.9K | 8.48% | ↗ |
| 126 | 2008 | Craig Carney, Executive Vice President—Chief Credit Officer | 193.7K | — | — | 17.6K | — | 33.0K | 244.3K | 7.22% | ↗ |
| 127 | 2007 | Richard Smith, President and CEO | 465.1K | — | — | 391.1K | 116.3K | 301.6K | 1.27M | 30.70% | ↗ |
| 128 | 2007 | Thomas Reddish, Executive Vice President and CFO | 243.0K | 85.1K | — | 156.2K | — | 195.7K | 680.0K | 22.97% | ↗ |
| 129 | 2007 | Dan Bailey, Executive Vice President—Retail Banking | 118.8K | 75.0K | — | 429.4K | — | 7.5K | 630.6K | 68.09% | ↗ |
| 130 | 2007 | Richard O’Sullivan, Executive Vice President—Wholesale Banking | 232.8K | 73.3K | — | 158.7K | — | 125.8K | 590.6K | 26.86% | ↗ |
| 131 | 2007 | Craig Carney, Executive Vice President—Chief Credit Officer | 189.0K | 39.7K | — | 85.5K | — | 96.7K | 410.9K | 20.80% | ↗ |
| 132 | 2007 | Rick Hagstrom, Former Executive Vice President—COO and Enterprise Risk Management | 182.3K | 63.8K | — | 40.3K | — | 38.5K | 324.9K | 12.40% | ↗ |
| 133 | 2007 | Rick Hagstrom, Executive Vice President—COO and Enterprise Risk Management | 182.3K | 63.8K | — | 40.3K | — | 38.5K | 324.9K | 12.40% | ↗ |
| 134 | 2006 | Richard Smith, President and CEO | 447.2K | — | — | 138.4K | 223.6K | 159.0K | 968.2K | 14.29% | ↗ |
| 135 | 2006 | Rick Hagstrom, Executive Vice President—COO and Enterprise Risk Management | 174.1K | 70.1K | — | 33.1K | — | 237.7K | 515.1K | 6.43% | ↗ |
| 136 | 2006 | Rick Hagstrom, Former Executive Vice President—COO and Enterprise Risk Management | 174.1K | 70.1K | — | 33.1K | — | 237.7K | 515.1K | 6.43% | ↗ |
| 137 | 2006 | Thomas Reddish, Executive Vice President and CFO | 232.2K | 116.8K | — | 46.2K | — | 46.4K | 441.7K | 10.47% | ↗ |
| 138 | 2006 | Richard O’Sullivan, Executive Vice President—Wholesale Banking | 224.6K | 79.1K | — | 46.2K | — | 53.2K | 403.2K | 11.47% | ↗ |
| 139 | 2006 | Craig Carney, Executive Vice President—Chief Credit Officer | 180.6K | 54.5K | — | 34.5K | — | 54.1K | 323.6K | 10.65% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Richard Smith | Chairman, President & Chief Executive Officer | 2M | male |
| Peter G. Wiese | Executive Vice President & Chief Financial Officer | 1M | male |
| Daniel K. Bailey | Executive Vice President & Chief Banking Officer | 911.5K | male |
| Craig Carney | Executive Vice President & Chief Credit Officer of Tri Counties Bank | 851.7K | male |
| Gregory A. Gehlmann | Senior Vice President & General Counsel | 596.5K | — |
| Michael W. Koehnen | Independent Vice Chairman of the Board & Corporate Secretary | 60.8K | male |
| Scott A. Robertson | Senior Vice President & Chief Community Banking Officer of Tri Counties Bank | — | male |
| Jason Cove | Shareholder Relations | — | male |
| Mark Davis | Senior Vice President & Operations Officer | — | — |
| Angela Rudd | Senior Vice President & Chief Risk Officer | — | — |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for TCBK
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.
