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Third Coast Bancshares, Inc. (TCBX)
USD40.74
+0.48 (+1.18%)
US NYSE Financial Services Banks - Regional
Address
20202 Highway 59 North 77338
Humble, TX, US
Humble, TX, US
CEO
Bart O. Caraway
Website
tcbssb.com
IPO
2021-11-09
CIK 1781730 ISIN US88422P1093
Description
Third Coast Bancshares, Inc. serves as the parent company for Third Coast Bank, SSB, a financial institution primarily focused on delivering a broad spectrum of commercial banking solutions to small and medium-sized businesses, as well as individual professionals. The bank's offerings include a comprehensive range of deposit accounts, such as checking, savings, individual retirement accounts (IRAs), money market accounts, and certificates of deposit (CDs). For its lending services, it provides commercial and industrial (C&I) loans, which encompass financing for equipment, working capital, vehicle fleets, and various other commercial needs. Beyond these core services, Third Coast also offers treasury management, both consumer and commercial online banking platforms, mobile applications, secure safe deposit boxes, wire transfer capabilities, and debit cards. Geographically, the bank operates a total of twelve branches: eleven are strategically located across the major Texas metropolitan areas of Greater Houston, Dallas-Fort Worth, and Austin-San Antonio, with an additional branch situated in Detroit, Texas. The company was founded in 2008 and has its principal office in Humble, Texas.
Market Cap & Enterprise Value
Merger & Acquisition History
| Target company | Date | Filing |
|---|---|---|
| Heritage Bank | 2022-05-26 | View |
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
USD40.74
+0.48 (+1.18%)
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Volume Profile
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Liquidity & share structure
Average Volume
104.6K
Beta
0.65
Float Shares
11.05M
Free Float %
78.4%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.16% | +0.21% | +2.46% | -3.41% | +0.39% | +0.66% | +24.58% | +136.32% | +52.98% | +52.98% | +52.98% |
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 (5 ratings, all time)
Buy
Price Targets & DCF
Current price
40.74
Low
45.00
+10.5%
Consensus
45.00
+10.5%
Median
45.00
+10.5%
High
45.00
+10.5%
DCF (Unlevered)
37.84
-7.1%
DCF (Levered)
33.70
-17.3%
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 | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 2 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
45.00
+10.5%
|
| Last Year | 2 |
45.50
+11.7%
|
| All Time | 3 |
39.00
-4.3%
|
Quality scores
Altman Z-Score
-0.72
Distress
Piotroski F-Score
5 / 9
Average
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
★ Strong MOAT
-
Revenue growth+8.5% Q1'26: +21.3% (vs Q1'25)
-
EPS growth+36.3% Q1'26: +40.8% (vs Q1'25)
-
FCF margin— Q1'26: -52.1% (vs Q1'25)
-
EBIT margin— Q1'26: +18.7% (vs Q1'25)
-
ROIC— Q1'26: +89.2% (vs Q1'25)
-
Share dilution-4.4% Q1'26: -6.1% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 1.91× (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 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 3 EPS Ana. |
Dec 2027 2 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|
| Revenue |
103.19M
est: 94.32M (+9.4%)
|
160.18M
est: 123.96M (+29.2%)
|
274.08M
est: 151.61M (+80.8%)
|
338.07M
est: 169.09M (+99.9%)
|
366.95M
est: 205.72M (+78.4%)
|
250.81M
242.71M – 258.90M
+21.9% YoY
|
272.52M
266.97M – 278.06M
+8.7% YoY
|
| EBITDA |
14.21M
est: 15.99M (-11.1%)
|
25.72M
est: 21.01M (+22.4%)
|
45.56M
est: 27.44M (+66.0%)
|
65.97M
est: 30.61M (+115.5%)
|
90.04M
est: 37.24M (+141.8%)
|
45.40M
43.93M – 46.86M
+21.9% YoY
|
49.33M
48.33M – 50.33M
+8.7% YoY
|
| EBIT |
14.48M
est: 15.19M (-4.6%)
|
23.17M
est: 19.96M (+16.1%)
|
41.61M
est: 25.77M (+61.5%)
|
61.35M
est: 28.74M (+113.4%)
|
84.99M
est: 34.97M (+143.1%)
|
42.63M
41.26M – 44.01M
+21.9% YoY
|
46.32M
45.38M – 47.27M
+8.7% YoY
|
| Net Income |
11.42M
est: 31.36M (-63.6%)
|
18.66M
est: 21.93M (-14.9%)
|
33.40M
est: 38.07M (-12.3%)
|
47.67M
est: 43.64M (+9.2%)
|
66.29M
est: 60.37M (+9.8%)
|
63.83M
62.08M – 65.58M
+5.7% YoY
|
70.94M
67.07M – 74.81M
+11.1% YoY
|
| SGA |
50.53M
est: 31.22M (+61.9%)
|
58.42M
est: 41.03M (+42.4%)
|
64.84M
est: 45.63M (+42.1%)
|
66.82M
est: 50.89M (+31.3%)
|
79.33M
est: 61.92M (+28.1%)
|
75.49M
73.05M – 77.92M
+21.9% YoY
|
82.02M
80.35M – 83.69M
+8.7% YoY
|
| EPS |
1.45
est: 1.83 (-20.8%)
|
1.28
est: 1.28 (+0.0%)
|
2.11
est: 2.33 (-9.3%)
|
3.14
est: 2.67 (+17.7%)
|
4.45
est: 3.68 (+20.9%)
|
3.90
3.79 – 4.01
+6.0% YoY
|
4.34
4.10 – 4.57
+11.1% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-24 | Stephens & Co. | 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 | 3/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-15 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-14 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-13 | A- | 4/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 4/5 |
| 2026-05-12 | A- | 4/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 4/5 |
| 2026-05-11 | A- | 4/5 | 3/5 | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-08 | A | 4/5 | 3/5 | 5/5 | 4/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-07 | A | 4/5 | 3/5 | 5/5 | 4/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-06 | A | 4/5 | 3/5 | 5/5 | 4/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-05 | A+ | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-04 | A+ | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-01 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-30 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-29 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-28 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-27 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-24 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-23 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-22 | B | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-21 | A | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-20 | A | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-17 | A | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-16 | A | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 4/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-7.40M
OE per share TTM
-0.60
Owner's Yield
-1.40%
Maintenance CapEx ratio
68.39%
Maint CapEx / Avg PPE
16.4%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
151
Total invested
353.26M
Insider transactions (90d)
12
Beneficial owners (>5%)
4
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Castle Creek Capital VIII LLC | 1.48M | 9.90% | — | 1.48M | — | 1.48M | HC, OO | Delaware | 2022-10-07 | ↗ |
| 2 | Castle Creek Capital Partners VIII, LP | 1.24M | 8.30% | — | 1.24M | — | 1.24M | PN | — | 2022-10-07 | ↗ |
| 3 | (1) BlackRock, Inc. | 769.2K | 5.70% | 753.9K | — | 769.2K | — | HC | Delaware | 2023-02-03 | ↗ |
| 4 | Castle Creek Capital Partners VIII Co-Investment Fund A, LP | 238.6K | 1.60% | — | 238.6K | — | 238.6K | PN | Delaware | 2022-10-07 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
151
+0 vs prev Q
New positions
25
Closed positions
26
Increased
86
Reduced
36
Put/Call ratio
0.00
Calls held
—
Puts held
7.2K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 934.2K +12.6K (+1.4%) | 35.51M +515.0K (+1.5%) | 6.77% +0.079 pp | 0.00% +0.000 pp | USD27.44 +38.5% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 666.7K +12.9K (+2.0%) | 25.34M +517.9K (+2.1%) | 4.83% +0.085 pp | 0.00% +0.000 pp | USD22.49 +69.0% | 17 qtrs — |
| 3 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 504.2K +49.6K (+10.9%) | 19.16M +1.9M (+11.0%) | 3.65% +0.353 pp | 0.03% +0.002 pp | USD28.30 +34.3% | 17 qtrs — |
| 4 | KENNEDY CAPITAL MANAGEMENT LLC | 458.6K +570.0 (+0.1%) | 17.43M +40.0K (+0.2%) | 3.32% -0.002 pp | 0.37% -0.015 pp | USD22.85 +66.3% | 11 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 445.1K +27.2K (+6.5%) | 16.92M +1.0M (+6.6%) | 3.23% +0.191 pp | 0.00% +0.000 pp | USD26.77 +42.0% | 12 qtrs — |
| 6 | STATE STREET CORP | 342.5K +15.8K (+4.8%) | 13.02M +615.0K (+5.0%) | 2.48% +0.110 pp | 0.00% +0.000 pp | USD27.39 +38.8% | 17 qtrs — |
| 7 | AMERICAN CENTURY COMPANIES INC | 304.5K +32.3K (+11.9%) | 11.57M +1.2M (+12.0%) | 2.21% +0.230 pp | 0.01% +0.001 pp | USD31.67 +20.0% | 13 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 300.9K -12.3K (-3.9%) | 11.44M -456.8K (-3.8%) | 2.18% -0.094 pp | 0.00% 0.000 pp | USD22.15 +71.6% | 17 qtrs — |
| 9 | ALLIANCEBERNSTEIN L.P. | 234.0K -40.1K (-14.6%) | 8.89M -1.5M (-14.5%) | 1.70% -0.294 pp | 0.00% -0.001 pp | USD25.75 +47.6% | 17 qtrs — |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 193.3K +59.9K (+44.9%) | 7.35M +2.3M (+45.1%) | 1.40% +0.432 pp | 0.00% +0.000 pp | USD37.98 +0.1% | 2 qtrs — |
| 11 | ATEGRA CAPITAL MANAGEMENT, LLC | 182.2K +— (+0.0%) | 6.92M +7.3K (+0.1%) | 1.32% -0.002 pp | 3.29% -0.786 pp | USD19.45 +95.4% | 10 qtrs — |
| 12 | HILLSDALE INVESTMENT MANAGEMENT INC. | 162.1K +2.6K (+1.6%) | 6.16M +105.2K (+1.7%) | 1.17% +0.017 pp | 0.17% -0.013 pp | USD29.12 +30.5% | 6 qtrs — |
| 13 | WASATCH ADVISORS LP | 158.2K -38.2K (-19.4%) | 6.01M -1.4M (-19.4%) | 1.15% -0.279 pp | 0.04% -0.004 pp | USD27.36 +38.9% | 6 qtrs — |
| 14 | BANC FUNDS CO LLC | 157.5K -21.9K (-12.2%) | 5.99M -824.4K (-12.1%) | 1.14% -0.161 pp | 1.19% -0.006 pp | USD22.65 +67.8% | 17 qtrs — |
| 15 | ACADIAN ASSET MANAGEMENT LLC | 155.6K +1.9K (+1.2%) | 5.91M +78.0K (+1.3%) | 1.13% +0.012 pp | 0.01% -0.001 pp | USD32.12 +18.3% | 8 qtrs — |
| 16 | RONALD BLUE TRUST, INC. | 147.1K +— (+0.0%) | 5.59M +5.9K (+0.1%) | 1.07% -0.002 pp | 0.06% +0.001 pp | USD15.91 +138.9% | 12 qtrs — |
| 17 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 117.4K +997.0 (+0.9%) | 4.46M +42.6K (+1.0%) | 0.85% +0.006 pp | 0.01% -0.002 pp | USD31.33 +21.3% | 8 qtrs — |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 116.3K -12.4K (-9.6%) | 4.42M -466.4K (-9.5%) | 0.84% -0.092 pp | 0.09% -0.012 pp | USD18.58 +104.6% | 12 qtrs — |
| 19 | FRANKLIN RESOURCES INC | 110.0K +10.4K (+10.4%) | 4.18M +398.8K (+10.5%) | 0.80% +0.074 pp | 0.00% +0.000 pp | USD33.39 +13.8% | 5 qtrs — |
| 20 | NORTHERN TRUST CORP | 104.9K -8.3K (-7.3%) | 3.99M -309.1K (-7.2%) | 0.76% -0.061 pp | 0.00% +0.000 pp | USD23.75 +60.0% | 17 qtrs — |
| 21 | GOLDMAN SACHS GROUP INC | 99.8K +28.6K (+40.1%) | 3.79M +1.1M (+40.3%) | 0.72% +0.206 pp | 0.00% +0.000 pp | USD29.91 +27.1% | 7 qtrs — |
| 22 | MORGAN STANLEY | 94.4K +38.6K (+69.2%) | 3.59M +1.5M (+69.4%) | 0.68% +0.279 pp | 0.00% +0.000 pp | USD31.83 +19.4% | 17 qtrs — |
| 23 | INVESCO LTD. | 90.7K +72.5K (+397.9%) | 3.45M +2.8M (+398.4%) | 0.66% +0.525 pp | 0.00% +0.000 pp | USD37.44 +1.5% | 4 qtrs — |
| 24 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 88.4K -2.8K (-3.1%) | 3.36M -103.0K (-3.0%) | 0.64% -0.022 pp | 0.16% -0.010 pp | USD37.97 +0.1% | 2 qtrs — |
| 25 | 1492 CAPITAL MANAGEMENT LLC | 81.1K -4.0 (0.0%) | 3.08M +3.1K (+0.1%) | 0.59% -0.001 pp | 1.18% -0.065 pp | USD34.92 +8.8% | 5 qtrs — |
| 26 | JACOBS LEVY EQUITY MANAGEMENT, INC | 80.6K -1.5K (-1.8%) | 3.06M -52.2K (-1.7%) | 0.58% -0.012 pp | 0.01% -0.001 pp | USD30.84 +23.2% | 14 qtrs — |
| 27 | AMERIPRISE FINANCIAL INC | 80.3K +25.0K (+45.3%) | 3.05M +953.1K (+45.4%) | 0.58% +0.181 pp | 0.00% +0.000 pp | USD28.09 +35.3% | 8 qtrs — |
| 28 | BANK OF AMERICA CORP /DE/ | 75.6K +9.1K (+13.6%) | 2.87M +347.7K (+13.8%) | 0.55% +0.065 pp | 0.00% +0.000 pp | USD23.58 +61.2% | 17 qtrs — |
| 29 | MILLENNIUM MANAGEMENT LLC | 74.8K +9.8K (+15.1%) | 2.84M +376.1K (+15.2%) | 0.54% +0.070 pp | 0.00% +0.000 pp | USD32.99 +15.2% | 13 qtrs — |
| 30 | JPMORGAN CHASE & CO | 74.4K +19.6K (+35.9%) | 2.83M +748.7K (+36.0%) | 0.54% +0.142 pp | 0.00% +0.000 pp | USD33.81 +12.4% | 17 qtrs — |
| 31 | PRUDENTIAL FINANCIAL INC | 68.9K -1.3K (-1.8%) | 2.62M -46.4K (-1.7%) | 0.50% -0.010 pp | 0.00% +0.000 pp | USD33.69 +12.8% | 5 qtrs — |
| 32 | SEI INVESTMENTS CO | 65.5K +65.5K (+100.0%) | 2.49M +2.5M (+100.0%) | 0.47% +0.475 pp | 0.00% +0.003 pp | USD38.01 +0.0% | 1 qtrs NEW |
| 33 | EMPOWERED FUNDS, LLC | 58.3K +5.7K (+10.9%) | 2.22M +219.4K (+11.0%) | 0.42% +0.041 pp | 0.02% -0.003 pp | USD26.48 +43.5% | 11 qtrs — |
| 34 | BANK OF NEW YORK MELLON CORP | 56.2K +13.7K (+32.2%) | 2.14M +522.1K (+32.4%) | 0.41% +0.099 pp | 0.00% +0.000 pp | USD27.26 +39.4% | 16 qtrs — |
| 35 | JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 51.0K +— (+0.0%) | 1.94M +2.0K (+0.1%) | 0.37% -0.001 pp | 1.80% -0.065 pp | USD17.10 +122.3% | 13 qtrs — |
| 36 | TRUIST FINANCIAL CORP | 50.0K +— (+0.0%) | 1.90M +2.0K (+0.1%) | 0.36% -0.001 pp | 0.00% +0.000 pp | USD21.28 +78.6% | 16 qtrs — |
| 37 | MARTINGALE ASSET MANAGEMENT L P | 48.0K +7.6K (+18.7%) | 1.82M +289.3K (+18.8%) | 0.35% +0.054 pp | 0.05% +0.008 pp | USD25.26 +50.5% | 8 qtrs — |
| 38 | TUDOR INVESTMENT CORP ET AL | 47.7K -10.6K (-18.2%) | 1.81M -401.0K (-18.1%) | 0.35% -0.078 pp | 0.00% -0.001 pp | USD33.46 +13.6% | 5 qtrs — |
| 39 | ANNEX ADVISORY SERVICES, LLC | 46.6K -724.0 (-1.5%) | 1.77M -25.6K (-1.4%) | 0.34% -0.006 pp | 0.03% -0.004 pp | USD33.34 +14.0% | 4 qtrs — |
| 40 | TWO SIGMA INVESTMENTS, LP | 46.3K -3.2K (-6.4%) | 1.76M -118.9K (-6.3%) | 0.34% -0.024 pp | 0.00% 0.000 pp | USD27.06 +40.5% | 17 qtrs — |
| 41 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 44.5K -5.3K (-10.6%) | 1.69M -197.8K (-10.5%) | 0.32% -0.039 pp | 0.05% -0.007 pp | USD37.97 +0.1% | 2 qtrs — |
| 42 | AQR CAPITAL MANAGEMENT LLC | 44.4K -6.5K (-12.8%) | 1.69M -245.6K (-12.7%) | 0.32% -0.048 pp | 0.00% 0.000 pp | USD30.74 +23.6% | 7 qtrs — |
| 43 | ALPHACORE CAPITAL LLC | 41.6K +— (+0.0%) | 1.58M +1.7K (+0.1%) | 0.30% -0.001 pp | 0.04% -0.018 pp | USD32.67 +16.3% | 3 qtrs — |
| 44 | SALZHAUER MICHAEL | 40.3K +— (+0.0%) | 1.53M -5.8M (-79.1%) | 0.29% -0.001 pp | 0.63% -2.887 pp | USD21.66 +75.5% | 16 qtrs — |
| 45 | FIRST TRUST ADVISORS LP | 40.0K -6.6K (-14.1%) | 1.52M -247.8K (-14.0%) | 0.29% -0.048 pp | 0.00% 0.000 pp | USD35.92 +5.8% | 6 qtrs — |
| 46 | RUSSELL INVESTMENTS GROUP, LTD. | 39.8K +2.1K (+5.5%) | 1.51M +80.1K (+5.6%) | 0.29% +0.015 pp | 0.00% +0.000 pp | USD33.65 +13.0% | 15 qtrs — |
| 47 | QUBE RESEARCH & TECHNOLOGIES LTD | 39.8K +26.0K (+187.6%) | 1.51M +987.0K (+187.9%) | 0.29% +0.188 pp | 0.00% +0.001 pp | USD36.46 +4.3% | 7 qtrs — |
| 48 | RENAISSANCE TECHNOLOGIES LLC | 39.0K -400.0 (-1.0%) | 1.48M -13.6K (-0.9%) | 0.28% -0.003 pp | 0.00% +0.000 pp | USD23.85 +59.4% | 15 qtrs — |
| 49 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 38.8K +953.0 (+2.5%) | 1.47M +37.7K (+2.6%) | 0.28% +0.006 pp | 0.00% +0.000 pp | USD23.66 +60.7% | 17 qtrs — |
| 50 | MARSHALL WACE, LLP | 38.6K +38.6K (+100.0%) | 1.47M +1.5M (+100.0%) | 0.28% +0.280 pp | 0.00% +0.001 pp | USD38.01 +0.0% | 5 qtrs — |
| 51 | LAZARD ASSET MANAGEMENT LLC | 36.8K +1.3K (+3.8%) | 1.40M +52.4K (+3.9%) | 0.27% +0.009 pp | 0.00% +0.001 pp | USD34.01 +11.8% | 5 qtrs — |
| 52 | UBS GROUP AG | 34.7K -9.6K (-21.6%) | 1.32M -362.9K (-21.6%) | 0.25% -0.070 pp | 0.00% +0.000 pp | USD32.58 +16.7% | 17 qtrs — |
| 53 | TWO SIGMA ADVISERS, LP | 33.7K -7.4K (-18.0%) | 1.28M -279.6K (-17.9%) | 0.24% -0.054 pp | 0.00% -0.001 pp | USD25.64 +48.2% | 13 qtrs — |
| 54 | LOS ANGELES CAPITAL MANAGEMENT LLC | 33.2K -5.7K (-14.7%) | 1.22M -254.7K (-17.2%) | 0.24% -0.042 pp | 0.00% -0.001 pp | USD37.97 +0.1% | 2 qtrs — |
| 55 | INSPIRE INVESTING, LLC | 31.0K +31.0K (+100.0%) | 1.18M +1.2M (+100.0%) | 0.22% +0.225 pp | 0.11% +0.106 pp | USD38.01 +0.0% | 1 qtrs NEW |
| 56 | GUIDED CAPITAL WEALTH MANAGEMENT, LLC | 29.6K +6.5K (+28.1%) | 1.13M +248.0K (+28.2%) | 0.21% +0.047 pp | 0.79% +0.037 pp | USD34.84 +9.1% | 5 qtrs — |
| 57 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 26.9K +26.9K (+100.0%) | 1.02M +1.0M (+100.0%) | 0.19% +0.195 pp | 0.00% +0.001 pp | USD38.01 +0.0% | 1 qtrs NEW |
| 58 | JANE STREET GROUP, LLC | 26.3K +26.3K (+100.0%) | 999.9K +999.9K (+100.0%) | 0.19% +0.191 pp | 0.00% +0.000 pp | USD38.01 +0.0% | 1 qtrs NEW |
| 59 | BARCLAYS PLC | 26.0K +10.1K (+63.2%) | 988.3K +561.9K (+131.8%) | 0.19% +0.073 pp | 0.00% +0.000 pp | USD32.50 +17.0% | 16 qtrs — |
| 60 | CITADEL ADVISORS LLC | 25.3K +25.3K (+100.0%) | 960.9K +960.9K (+100.0%) | 0.18% +0.183 pp | 0.00% +0.000 pp | USD38.01 +0.0% | 1 qtrs NEW |
| 61 | GLOBEFLEX CAPITAL L P | 22.6K +— (+0.0%) | 859.8K +905.0 (+0.1%) | 0.16% 0.000 pp | 0.13% -0.001 pp | USD37.38 +1.7% | 4 qtrs — |
| 62 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 21.0K +11.8K (+129.6%) | 796.8K +450.1K (+129.8%) | 0.15% +0.086 pp | 0.17% +0.073 pp | USD37.99 +0.1% | 2 qtrs — |
| 63 | NUVEEN, LLC | 20.6K -12.2K (-37.1%) | 783.3K -461.2K (-37.1%) | 0.15% -0.089 pp | 0.00% 0.000 pp | USD33.37 +13.9% | 4 qtrs — |
| 64 | CI PRIVATE WEALTH, LLC | 20.3K +156.0 (+0.8%) | 773.1K +6.7K (+0.9%) | 0.15% +0.001 pp | 0.00% 0.000 pp | USD18.08 +110.2% | 11 qtrs — |
| 65 | DOLIVER ADVISORS, LP | 20.3K +— (+0.0%) | 769.7K +810.0 (+0.1%) | 0.15% 0.000 pp | 0.19% -0.006 pp | USD24.22 +56.9% | 9 qtrs — |
| 66 | EAM INVESTORS, LLC | 20.2K -5.6K (-21.8%) | 766.2K -212.9K (-21.7%) | 0.15% -0.041 pp | 0.09% -0.027 pp | USD37.97 +0.1% | 5 qtrs — |
| 67 | EMERALD MUTUAL FUND ADVISERS TRUST | 19.1K +— (+0.0%) | 726.3K +764.0 (+0.1%) | 0.14% 0.000 pp | 0.04% -0.002 pp | USD15.87 +139.5% | 11 qtrs — |
| 68 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 18.9K +— (+0.0%) | 719.3K +757.0 (+0.1%) | 0.14% 0.000 pp | 0.06% +0.002 pp | USD33.57 +13.2% | 4 qtrs — |
| 69 | MERIDIAN WEALTH ADVISORS, LLC | 18.9K +7.4K (+63.7%) | 717.7K +279.8K (+63.9%) | 0.14% +0.053 pp | 0.10% +0.037 pp | USD34.75 +9.4% | 3 qtrs — |
| 70 | INSCRIPTION CAPITAL, LLC | 17.8K -2.0K (-10.0%) | 676.3K -74.1K (-9.9%) | 0.13% -0.015 pp | 0.07% -0.011 pp | USD33.37 +13.9% | 4 qtrs — |
| 71 | LEGATO CAPITAL MANAGEMENT LLC | 17.5K +11.8K (+207.5%) | 666.5K +449.9K (+207.8%) | 0.13% +0.086 pp | 0.06% +0.034 pp | USD36.69 +3.6% | 5 qtrs — |
| 72 | QUANTINNO CAPITAL MANAGEMENT LP | 17.1K -527.0 (-3.0%) | 651.4K -19.3K (-2.9%) | 0.12% -0.004 pp | 0.00% -0.001 pp | USD33.35 +14.0% | 4 qtrs — |
| 73 | STATE OF WISCONSIN INVESTMENT BOARD | 17.0K -391.0 (-2.2%) | 645.8K -14.2K (-2.1%) | 0.12% -0.003 pp | 0.00% 0.000 pp | USD33.67 +12.9% | 5 qtrs — |
| 74 | RHUMBLINE ADVISERS | 16.8K -2.8K (-14.1%) | 638.6K -104.4K (-14.0%) | 0.12% -0.020 pp | 0.00% 0.000 pp | USD23.03 +65.0% | 15 qtrs — |
| 75 | BNP PARIBAS ARBITRAGE, SNC | 16.3K -3.0K (-15.6%) | 621.3K -114.4K (-15.5%) | 0.12% -0.022 pp | 0.00% 0.000 pp | USD33.93 +12.0% | 5 qtrs — |
| 76 | THRIVENT FINANCIAL FOR LUTHERANS | 16.3K +16.3K (+100.0%) | 621.0K +621.0K (+100.0%) | 0.12% +0.118 pp | 0.00% +0.001 pp | USD38.01 +0.0% | 1 qtrs NEW |
| 77 | STRS OHIO | 15.1K +— (+0.0%) | 574.0K +604.0 (+0.1%) | 0.11% 0.000 pp | 0.00% +0.000 pp | USD19.14 +98.6% | 13 qtrs — |
| 78 | WELLS FARGO & COMPANY/MN | 14.4K +4.6K (+46.3%) | 548.7K +173.9K (+46.4%) | 0.10% +0.033 pp | 0.00% +0.000 pp | USD31.62 +20.2% | 17 qtrs — |
| 79 | CANADA PENSION PLAN INVESTMENT BOARD | 14.4K +14.4K (+100.0%) | 547.3K +547.3K (+100.0%) | 0.10% +0.104 pp | 0.00% +0.000 pp | USD38.01 +0.0% | 1 qtrs NEW |
| 80 | EJF CAPITAL LLC | 13.3K -581.0 (-4.2%) | 503.9K -21.5K (-4.1%) | 0.10% -0.004 pp | 0.29% -0.019 pp | USD26.77 +42.0% | 6 qtrs — |
| 81 | QUEST PARTNERS LLC | 12.7K +1.7K (+15.9%) | 483.1K +66.7K (+16.0%) | 0.09% +0.013 pp | 0.03% 0.000 pp | USD34.93 +8.8% | 4 qtrs — |
| 82 | CITIGROUP INC | 12.6K +6.2K (+95.8%) | 478.4K +234.3K (+96.0%) | 0.09% +0.045 pp | 0.00% +0.000 pp | USD32.96 +15.3% | 17 qtrs — |
| 83 | DEUTSCHE BANK AG\ | 12.5K +— (+0.0%) | 473.8K +499.0 (+0.1%) | 0.09% 0.000 pp | 0.00% +0.000 pp | USD32.09 +18.4% | 17 qtrs — |
| 84 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 12.4K +600.0 (+5.1%) | 470.9K +23.3K (+5.2%) | 0.09% +0.004 pp | 0.00% +0.000 pp | USD35.39 +7.4% | 5 qtrs — |
| 85 | SEIZERT CAPITAL PARTNERS, LLC | 11.6K +— (+0.0%) | 442.6K +465.0 (+0.1%) | 0.08% 0.000 pp | 0.02% -0.001 pp | USD27.67 +37.4% | 6 qtrs — |
| 86 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.2K -367.0 (-3.5%) | 390.3K -16.7K (-4.1%) | 0.07% -0.003 pp | 0.00% 0.000 pp | USD33.37 +13.9% | 4 qtrs — |
| 87 | TOROSO INVESTMENTS, LLC | 10.1K -378.0 (-3.6%) | 384.2K -13.9K (-3.5%) | 0.07% -0.003 pp | 0.00% +0.000 pp | USD34.97 +8.7% | 4 qtrs — |
| 88 | SG AMERICAS SECURITIES, LLC | 9.9K -246.0 (-2.4%) | 376.0K -9.0K (-2.3%) | 0.07% -0.002 pp | 0.00% -0.001 pp | USD37.97 +0.1% | 6 qtrs — |
| 89 | STERLING CAPITAL MANAGEMENT LLC | 9.7K -146.0 (-1.5%) | 367.3K -5.2K (-1.4%) | 0.07% -0.001 pp | 0.01% +0.001 pp | USD33.61 +13.1% | 6 qtrs — |
| 90 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 9.6K +— (+0.0%) | 363.3K +383.0 (+0.1%) | 0.07% 0.000 pp | 0.00% +0.000 pp | USD29.80 +27.6% | 15 qtrs — |
| 91 | CREATIVE PLANNING | 9.4K -559.0 (-5.6%) | 358.4K -20.8K (-5.5%) | 0.07% -0.004 pp | 0.00% +0.000 pp | USD37.97 +0.1% | 2 qtrs — |
| 92 | RAFFERTY ASSET MANAGEMENT, LLC | 9.1K -275.0 (-2.9%) | 347.1K -10.1K (-2.8%) | 0.07% -0.002 pp | 0.00% +0.000 pp | USD37.97 +0.1% | 2 qtrs — |
| 93 | POINT72 ASSET MANAGEMENT, L.P. | 8.6K +8.6K (+100.0%) | 328.5K +328.5K (+100.0%) | 0.06% +0.063 pp | 0.00% +0.000 pp | USD38.01 +0.0% | 4 qtrs — |
| 94 | METLIFE INVESTMENT MANAGEMENT, LLC | 8.0K +— (+0.0%) | 305.5K +321.0 (+0.1%) | 0.06% 0.000 pp | 0.00% +0.000 pp | USD21.81 +74.3% | 15 qtrs — |
| 95 | ENTRYPOINT CAPITAL, LLC | 7.7K -598.0 (-7.2%) | 294.0K -22.4K (-7.1%) | 0.06% -0.004 pp | 0.11% -0.008 pp | USD33.08 +14.9% | 8 qtrs — |
| 96 | PRICE T ROWE ASSOCIATES INC /MD/ | 7.7K +838.0 (+12.3%) | 292.0K +32.0K (+12.3%) | 0.06% +0.006 pp | 0.00% +0.000 pp | USD33.53 +13.4% | 3 qtrs — |
| 97 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7.4K -1.8K (-20.0%) | 279.5K -69.3K (-19.9%) | 0.05% -0.013 pp | 0.00% 0.000 pp | USD37.97 +0.1% | 5 qtrs — |
| 98 | BEAUMONT ASSET MANAGEMENT, L.L.C. | 7.3K -661.0 (-8.3%) | 277.2K -24.8K (-8.2%) | 0.05% -0.005 pp | 0.14% -0.013 pp | USD23.07 +64.8% | 16 qtrs — |
| 99 | HRT FINANCIAL LP | 7.0K -33.0 (-0.5%) | 267.0K -1.0K (-0.4%) | 0.05% 0.000 pp | 0.00% 0.000 pp | USD37.97 +0.1% | 2 qtrs — |
| 100 | HSBC HOLDINGS PLC | 7.0K +7.0K (+100.0%) | 264.9K +264.9K (+100.0%) | 0.05% +0.051 pp | 0.00% +0.000 pp | USD38.01 +0.0% | 1 qtrs NEW |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 69 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Ballast Small/Mid Cap ETF MGMT | 1.25% | 1.89M | 1.10% |
| 2 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.77% | 2.00M | 0.65% |
| 3 | iShares US Small Cap Value Factor ETF SVAL | 0.34% | 667.8K | 0.20% |
| 4 | Inspire Small/Mid Cap ETF ISMD | 0.20% | 659.5K | 0.53% |
| 5 | iShares Micro-Cap ETF IWC | 0.14% | 2.11M | 0.60% |
| 6 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.12% | 1.97M | 0.47% |
| 7 | State Street SPDR S&P Regional Banking ETF KRE | 0.10% | 5.11M | 0.35% |
| 8 | Avantis U.S. Small Cap Value ETF AVUV | 0.05% | 14.33M | 0.25% |
| 9 | Texas Capital Texas Equity Index ETF TXS | 0.05% | 15.4K | 0.49% |
| 10 | Avantis Global Small Cap Value UCITS ETF AVGS.L | 0.05% | 487.5K | 0.39% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
1.00
Neutral
Buys
1
Sells
1
Shares acquired
6.0K
Shares disposed
6.0K
Cash buys
—
Cash sales
—
Net activity
+0
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-21 | Swinbank Reagan | Director | A-Award | A | Common Stock | 1,318 | 0.00 | — | 43,875 | D | ↗ |
| 2026-05-21 | Stunja Joseph | Director | A-Award | A | Common Stock | 1,318 | 0.00 | — | 1,968 | D | ↗ |
| 2026-05-21 | Stich Mary | Director | A-Award | A | Common Stock | 1,318 | 0.00 | — | 4,237 | D | ↗ |
| 2026-05-21 | Phelps David R | Director | A-Award | A | Common Stock | 1,318 | 0.00 | — | 9,757 | D | ↗ |
| 2026-05-21 | Greenleaf Clint Tuxberry | Director | A-Award | A | Common Stock | 1,318 | 0.00 | — | 21,121 | D | ↗ |
| 2026-05-21 | Glander Troy Andrew | Director | A-Award | A | Common Stock | 1,318 | 0.00 | — | 30,151 | D | ↗ |
| 2026-05-21 | Eisenhart Lynn | Director | A-Award | A | Common Stock | 1,318 | 0.00 | — | 2,930 | D | ↗ |
| 2026-05-21 | Bonnen Greg | Director | A-Award | A | Common Stock | 1,318 | 0.00 | — | 6,189 | D | ↗ |
| 2026-05-21 | Bonnen Dennis | Director | A-Award | A | Common Stock | 1,318 | 0.00 | — | 153,377 | D | ↗ |
| 2026-05-21 | Basaldua Martin | Director | A-Award | A | Common Stock | 1,318 | 0.00 | — | 39,235 | D | ↗ |
| 2026-05-21 | Bailey Carolyn | Director | A-Award | A | Common Stock | 1,318 | 0.00 | — | 11,034 | D | ↗ |
| 2026-05-07 | McDonald Shelton | Director | M-Exempt | D | Stock Option (right to buy) | 6,000 | 16.43 | 98.6K | 0 | D | ↗ |
| 2026-03-16 | Wilkinson Jeffrey A | Director | A-Award | A | Stock Option (right to buy) | 3,600 | 37.91 | 136.5K | 3,600 | D | ↗ |
| 2026-03-16 | Swinbank Reagan | Director | A-Award | A | Stock Option (right to buy) | 3,600 | 37.91 | 136.5K | 3,600 | D | ↗ |
| 2026-03-16 | Stunja Joseph | Director | A-Award | A | Stock Option (right to buy) | 3,600 | 37.91 | 136.5K | 3,600 | D | ↗ |
| 2026-03-16 | Stich Mary | Director | A-Award | A | Stock Option (right to buy) | 3,600 | 37.91 | 136.5K | 3,600 | D | ↗ |
| 2026-03-16 | Phelps David R | Director | A-Award | A | Stock Option (right to buy) | 3,600 | 37.91 | 136.5K | 3,600 | D | ↗ |
| 2026-03-16 | McDonald Shelton | Director | A-Award | A | Stock Option (right to buy) | 3,600 | 37.91 | 136.5K | 3,600 | D | ↗ |
| 2026-03-16 | Greenleaf Clint Tuxberry | Director | A-Award | A | Stock Option (right to buy) | 3,600 | 37.91 | 136.5K | 3,600 | D | ↗ |
| 2026-03-16 | Glander Troy Andrew | Director | A-Award | A | Stock Option (right to buy) | 3,600 | 37.91 | 136.5K | 3,600 | D | ↗ |
| 2026-03-16 | Eisenhart Lynn | Director | A-Award | A | Stock Option (right to buy) | 3,600 | 37.91 | 136.5K | 3,600 | D | ↗ |
| 2026-03-16 | Brunson W. Donald | Director | A-Award | A | Stock Option (right to buy) | 3,600 | 37.91 | 136.5K | 3,600 | D | ↗ |
| 2026-03-16 | Bonnen Greg | Director | A-Award | A | Stock Option (right to buy) | 3,600 | 37.91 | 136.5K | 3,600 | D | ↗ |
| 2026-03-16 | Bonnen Dennis | Director | A-Award | A | Stock Option (right to buy) | 3,600 | 37.91 | 136.5K | 3,600 | D | ↗ |
| 2026-03-16 | Basaldua Martin | Director | A-Award | A | Stock Option (right to buy) | 3,600 | 37.91 | 136.5K | 3,600 | D | ↗ |
| 2026-03-16 | Bailey Carolyn | Director | A-Award | A | Stock Option (right to buy) | 3,600 | 37.91 | 136.5K | 3,600 | D | ↗ |
| 2026-03-15 | Spaulding Audrey | Officer | A-Award | A | Common Stock | 1,338 | 0.00 | — | 16,279 | D | ↗ |
| 2026-03-15 | Peacock Christopher Seay | Officer | F-InKind | D | Common Stock | 63 | 37.34 | 2.4K | 1,489 | D | ↗ |
| 2026-03-15 | MCWHORTER RICHARD J | Officer | A-Award | A | Common Stock | 3,180 | 0.00 | — | 128,061 | D | ↗ |
| 2026-03-15 | Eber Liz | Officer | F-InKind | D | Common Stock | 25 | 37.34 | 933.50 | 653 | D | ↗ |
| 2026-03-15 | Caraway Bart | Director / Officer | F-InKind | D | Common Stock | 3,023 | 37.34 | 112.9K | 132,024 | D | ↗ |
| 2026-03-15 | Bobbora William | Officer | A-Award | A | Common Stock | 3,549 | 0.00 | — | 51,855 | D | ↗ |
| 2026-03-03 | Wilkinson Jeffrey A | Director | M-Exempt | A | Common Stock | 14,776 | 21.77 | 321.7K | 32,055 | D | ↗ |
| 2026-02-24 | Bobbora William | Officer | P-Purchase | A | Common Stock | 1,200 | 39.62 | 47.5K | 48,306 | D | ↗ |
| 2026-02-19 | Rau Laura | Officer | — | — | Common Stock | 0 | 0.00 | — | 4,000 | D | ↗ |
| 2026-02-09 | Bailey Carolyn | Director | M-Exempt | A | Common Stock | 2,000 | 16.43 | 32.9K | 10,476 | D | ↗ |
| 2026-02-02 | Peacock Christopher Seay | Officer | F-InKind | D | Common Stock | 75 | 40.59 | 3.0K | 1,552 | D | ↗ |
| 2026-02-01 | Wilkinson Jeffrey A | Director | — | — | Common Stock | 0 | 0.00 | — | 17,279 | D | ↗ |
| 2026-02-01 | Greenleaf Clint Tuxberry | Director | — | — | Common Stock | 0 | 0.00 | — | 19,803 | D | ↗ |
| 2025-12-01 | Brunson W. Donald | Director | S-Sale | D | Common Stock | 100 | 38.51 | 3.9K | 38,668 | D | ↗ |
| 2025-11-19 | Eber Liz | Officer | P-Purchase | A | Common Stock | 135 | 36.48 | 4.9K | 678 | D | ↗ |
| 2025-11-17 | Bobbora William | Officer | S-Sale | D | Common Stock | 245 | 36.30 | 8.9K | 47,106 | D | ↗ |
| 2025-10-30 | Glander Troy Andrew | Director | S-Sale | D | Common Stock | 1,706 | 36.96 | 63.1K | 28,833 | D | ↗ |
| 2025-07-29 | Glander Troy Andrew | Director | S-Sale | D | Common Stock | 3,000 | 37.86 | 113.6K | 30,539 | D | ↗ |
| 2025-07-29 | Bobbora William | Officer | P-Purchase | A | Common Stock | 1,300 | 37.56 | 48.8K | 11,750 | I | ↗ |
| 2025-06-13 | Bonnen Dennis | Director | P-Purchase | A | Common Stock | 8,300 | 30.30 | 251.5K | 152,059 | D | ↗ |
| 2025-05-28 | Stich Mary | Director | A-Award | A | Common Stock | 645 | 0.00 | — | 2,919 | D | ↗ |
| 2025-05-28 | Bonnen Greg | Director | A-Award | A | Common Stock | 645 | 0.00 | — | 4,871 | D | ↗ |
| 2025-05-22 | Swinbank Reagan | Director | A-Award | A | Common Stock | 650 | 0.00 | — | 42,557 | D | ↗ |
| 2025-05-22 | Stunja Joseph | Director | A-Award | A | Common Stock | 650 | 0.00 | — | 16,226 | D | ↗ |
| 2025-05-22 | Stich Mary | Director | — | — | Common Stock | 0 | 0.00 | — | 2,274 | D | ↗ |
| 2025-05-22 | Phelps David R | Director | A-Award | A | Common Stock | 650 | 0.00 | — | 8,439 | D | ↗ |
| 2025-05-22 | McDonald Shelton | Director | A-Award | A | Common Stock | 650 | 0.00 | — | 7,476 | D | ↗ |
| 2025-05-22 | Glander Troy Andrew | Director | A-Award | A | Common Stock | 650 | 0.00 | — | 33,539 | D | ↗ |
| 2025-05-22 | Eisenhart Lynn | Director | — | — | Common Stock | 0 | 0.00 | — | 962 | D | ↗ |
| 2025-05-22 | Brunson W. Donald | Director | A-Award | A | Common Stock | 650 | 0.00 | — | 38,768 | D | ↗ |
| 2025-05-22 | Bonnen Greg | Director | — | — | Common Stock | 0 | 0.00 | — | 4,226 | D | ↗ |
| 2025-05-22 | Bonnen Dennis | Director | A-Award | A | Common Stock | 650 | 0.00 | — | 143,759 | D | ↗ |
| 2025-05-22 | Basaldua Martin | Director | A-Award | A | Common Stock | 650 | 0.00 | — | 19,793 | D | ↗ |
| 2025-05-22 | Bailey Carolyn | Director | A-Award | A | Common Stock | 650 | 0.00 | — | 8,476 | D | ↗ |
| 2025-05-21 | Bobbora William | Officer | P-Purchase | A | Common Stock | 1,200 | 31.40 | 37.7K | 10,450 | I | ↗ |
| 2025-05-14 | Duncan Audrey | Officer | M-Exempt | A | Common Stock | 5,000 | 11.00 | 55.0K | 16,671 | D | ↗ |
| 2025-04-30 | Eber Liz | Officer | P-Purchase | A | Common Stock | 70 | 29.71 | 2.1K | 543 | D | ↗ |
| 2025-04-28 | MCWHORTER RICHARD J | Officer | P-Purchase | A | Common Stock | 4,099 | 29.74 | 121.9K | 124,881 | D | ↗ |
| 2025-04-28 | Caraway Bart | Director / Officer | P-Purchase | A | Common Stock | 600 | 29.73 | 17.8K | 135,047 | D | ↗ |
| 2025-04-28 | Bobbora William | Officer | P-Purchase | A | Common Stock | 2,400 | 28.51 | 68.4K | 9,250 | I | ↗ |
| 2025-03-15 | Peacock Christopher Seay | Officer | A-Award | A | Common Stock | 771 | 0.00 | — | 1,627 | D | ↗ |
| 2025-03-15 | Eber Liz | Officer | A-Award | A | Common Stock | 309 | 0.00 | — | 473 | D | ↗ |
| 2025-03-15 | Duncan Audrey | Officer | A-Award | A | Common Stock | 771 | 0.00 | — | 11,671 | D | ↗ |
| 2025-03-15 | Bobbora William | Officer | A-Award | A | Common Stock | 5,712 | 0.00 | — | 47,351 | D | ↗ |
| 2025-03-15 | Alexander Vicki | Officer | A-Award | A | Common Stock | 1,545 | 0.00 | — | 10,897 | D | ↗ |
| 2025-03-14 | Bobbora William | Officer | P-Purchase | A | Common Stock | 2,000 | 32.35 | 64.7K | 41,639 | D | ↗ |
| 2025-02-21 | Bobbora William | Officer | P-Purchase | A | Common Stock | 800 | 35.64 | 28.5K | 6,850 | I | ↗ |
| 2025-02-19 | Brunson W. Donald | Director | S-Sale | D | Common Stock | 2,000 | 37.54 | 75.1K | 38,118 | D | ↗ |
| 2025-02-13 | Eber Liz | Officer | P-Purchase | A | Common Stock | 50 | 37.26 | 1.9K | 164 | D | ↗ |
| 2025-02-03 | Peacock Christopher Seay | Officer | F-InKind | D | Common Stock | 75 | 35.40 | 2.7K | 856 | D | ↗ |
| 2024-12-23 | Basaldua Martin | Director | M-Exempt | A | Common Stock | 3,750 | 11.00 | 41.3K | 19,143 | D | ↗ |
| 2024-12-11 | Stunja Joseph | Director | M-Exempt | D | Stock Option (right to buy) | 3,750 | 11.00 | 41.3K | 0 | D | ↗ |
| 2024-12-05 | Bobbora William | Officer | P-Purchase | A | Common Stock | 1,450 | 35.33 | 51.2K | 6,050 | I | ↗ |
| 2024-11-08 | Caraway Bart | Director / Officer | M-Exempt | A | Common Stock | 19,450 | 11.00 | 214.0K | 144,021 | D | ↗ |
| 2024-11-07 | Duncan Audrey | Officer | W-Will | A | Common Stock | 400 | 0.00 | — | 10,900 | D | ↗ |
| 2024-10-02 | Alexander Vicki | Officer | F-InKind | D | Common Stock | 604 | 25.80 | 15.6K | 9,352 | D | ↗ |
| 2024-08-05 | Bobbora William | Officer | P-Purchase | A | Common Stock | 2,500 | 21.00 | 52.5K | 39,639 | — | ↗ |
| 2024-06-05 | Bobbora William | Officer | P-Purchase | A | Common Stock | 1,500 | 20.18 | 30.3K | 37,139 | — | ↗ |
| 2024-05-30 | Swinbank Reagan | Director | A-Award | A | Common Stock | 962 | 0.00 | — | 41,907 | — | ↗ |
| 2024-05-30 | Stunja Joseph | Director | A-Award | A | Common Stock | 962 | 0.00 | — | 11,826 | — | ↗ |
| 2024-05-30 | Phelps David R | Director | A-Award | A | Common Stock | 962 | 0.00 | — | 7,789 | — | ↗ |
| 2024-05-30 | McDonald Shelton | Director | A-Award | A | Common Stock | 962 | 0.00 | — | 6,826 | — | ↗ |
| 2024-05-30 | Glander Troy Andrew | Director | A-Award | A | Common Stock | 962 | 0.00 | — | 32,889 | — | ↗ |
| 2024-05-30 | Brunson W. Donald | Director | A-Award | A | Common Stock | 962 | 0.00 | — | 40,118 | — | ↗ |
| 2024-05-30 | Bonnen Dennis | Director | A-Award | A | Common Stock | 962 | 0.00 | — | 143,109 | — | ↗ |
| 2024-05-30 | Basaldua Martin | Director | A-Award | A | Common Stock | 962 | 0.00 | — | 15,393 | — | ↗ |
| 2024-05-30 | Bailey Carolyn | Director | A-Award | A | Common Stock | 962 | 0.00 | — | 7,826 | — | ↗ |
| 2024-05-23 | Eber Liz | Officer | A-Award | A | Employee Stock Option (right to buy) | 7,500 | 21.20 | 159.0K | 7,500 | — | ↗ |
| 2024-05-21 | Bobbora William | Officer | P-Purchase | A | Common Stock | 2,484 | 21.44 | 53.3K | 35,639 | — | ↗ |
| 2024-05-16 | Bobbora William | Officer | P-Purchase | A | Common Stock | 1,500 | 21.32 | 32.0K | 2,600 | — | ↗ |
| 2024-03-21 | Glander Troy Andrew | Director | M-Exempt | D | Stock Option (right to buy) | 5,000 | 11.00 | 55.0K | 0 | — | ↗ |
| 2024-03-21 | Basaldua Martin | Director | M-Exempt | D | Stock Option (right to buy) | 5,000 | 11.00 | 55.0K | 0 | — | ↗ |
| 2024-03-15 | Stunja Joseph | Director | M-Exempt | D | Stock Option (right to buy) | 5,000 | 11.00 | 55.0K | 0 | — | ↗ |
| 2024-03-15 | MCWHORTER RICHARD J | Officer | A-Award | A | Common Stock | 13,424 | 0.00 | — | 114,881 | — | ↗ |
| 2024-03-15 | Caraway Bart | Director / Officer | A-Award | A | Common Stock | 10,131 | 0.00 | — | 69,721 | — | ↗ |
| 2024-03-15 | Bobbora William | Officer | A-Award | A | Common Stock | 7,598 | 0.00 | — | 33,155 | — | ↗ |
| 2024-03-01 | Eber Liz | Officer | — | D | Common Stock | 0 | 0.00 | — | 114 | — | ↗ |
| 2024-02-01 | Peacock Christopher Seay | Officer | F-InKind | D | Common Stock | 75 | 19.50 | 1.5K | 931 | — | ↗ |
| 2023-12-27 | Wilkinson Jeffrey A | Director | — | — | Stock Option (right to buy) | 44,001 | 21.77 | 957.9K | 0 | D | ↗ |
| 2023-11-15 | Duncan Audrey | Officer | P-Purchase | A | Common Stock | 1,500 | 17.63 | 26.4K | 1,500 | — | ↗ |
| 2023-10-30 | Bobbora William | Officer | P-Purchase | A | Common Stock | 2,000 | 15.39 | 30.8K | 25,557 | — | ↗ |
| 2023-10-02 | Alexander Vicki | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-08-17 | Phelps David R | Director | A-Award | A | Common Stock | 456 | 0.00 | — | 6,827 | — | ↗ |
| 2023-08-17 | Bobbora William | Officer | P-Purchase | A | Common Stock | 1,000 | 20.02 | 20.0K | 23,557 | — | ↗ |
| 2023-07-20 | Phelps David R | Director | — | D | Common Stock | 0 | 0.00 | — | 6,371 | — | ↗ |
| 2023-06-22 | Stunja Joseph | Director | X-InTheMoney | A | Common Stock | 857 | 11.00 | 9.4K | 129,024 | — | ↗ |
| 2023-06-22 | Glander Troy Andrew | Director | X-InTheMoney | A | Common Stock | 857 | 11.00 | 9.4K | 26,927 | — | ↗ |
| 2023-06-22 | Caraway Bart | Director / Officer | X-InTheMoney | D | Warrant (right to buy) | 857 | 11.00 | 9.4K | 0 | — | ↗ |
| 2023-06-22 | Basaldua Martin | Director | X-InTheMoney | A | Common Stock | 857 | 11.00 | 9.4K | 9,431 | — | ↗ |
| 2023-05-30 | Alexander Vicki | Officer | P-Purchase | A | Common Stock | 650 | 16.52 | 10.7K | 10,560 | — | ↗ |
| 2023-05-25 | Swinbank Reagan | Director | A-Award | A | Common Stock | 2,600 | 0.00 | — | 40,945 | — | ↗ |
| 2023-05-25 | Stunja Joseph | Director | A-Award | A | Common Stock | 2,600 | 0.00 | — | 5,864 | — | ↗ |
| 2023-05-25 | McDonald Shelton | Director | A-Award | A | Common Stock | 2,600 | 0.00 | — | 5,864 | — | ↗ |
| 2023-05-25 | Glander Troy Andrew | Director | A-Award | A | Common Stock | 2,600 | 0.00 | — | 26,070 | — | ↗ |
| 2023-05-25 | Galloway Norma | Director | A-Award | A | Common Stock | 2,600 | 0.00 | — | 7,864 | — | ↗ |
| 2023-05-25 | Brunson W. Donald | Director | A-Award | A | Common Stock | 2,600 | 0.00 | — | 39,156 | — | ↗ |
| 2023-05-25 | Bonnen Dennis | Director | A-Award | A | Common Stock | 2,600 | 0.00 | — | 142,147 | — | ↗ |
| 2023-05-25 | Basaldua Martin | Director | A-Award | A | Common Stock | 2,600 | 0.00 | — | 8,574 | — | ↗ |
| 2023-05-25 | Bailey Carolyn | Director | A-Award | A | Common Stock | 2,600 | 0.00 | — | 6,864 | — | ↗ |
| 2023-05-10 | MCWHORTER RICHARD J | Officer | P-Purchase | A | Common Stock | 5,909 | 14.84 | 87.7K | 94,681 | — | ↗ |
| 2023-05-09 | MCWHORTER RICHARD J | Officer | P-Purchase | A | Common Stock | 11,999 | 14.31 | 171.7K | 88,772 | — | ↗ |
| 2023-05-09 | Bonnen Dennis | Director | P-Purchase | A | Common Stock | 5,000 | 13.50 | 67.5K | 139,547 | — | ↗ |
| 2023-05-08 | MCWHORTER RICHARD J | Officer | P-Purchase | A | Common Stock | 8,087 | 14.45 | 116.9K | 76,773 | — | ↗ |
| 2023-05-08 | Duncan Audrey | Officer | P-Purchase | A | Common Stock | 2,000 | 14.23 | 28.5K | 10,500 | — | ↗ |
| 2023-05-05 | MCWHORTER RICHARD J | Officer | P-Purchase | A | Common Stock | 1,009 | 13.84 | 14.0K | 66,647 | — | ↗ |
| 2023-05-05 | Bobbora William | Officer | P-Purchase | A | Common Stock | 2,100 | 13.55 | 28.5K | 22,557 | — | ↗ |
| 2023-05-04 | MCWHORTER RICHARD J | Officer | P-Purchase | A | Common Stock | 4,295 | 12.64 | 54.3K | 65,638 | — | ↗ |
| 2023-05-01 | Deckert Michael | Officer | P-Purchase | A | Common Stock | 390 | 13.92 | 5.4K | 5,847 | — | ↗ |
| 2023-03-15 | Swinbank Reagan | Director | A-Award | A | Common Stock | 1,264 | 0.00 | — | 38,345 | — | ↗ |
| 2023-03-15 | Stunja Joseph | Director | A-Award | A | Common Stock | 1,264 | 0.00 | — | 3,264 | — | ↗ |
| 2023-03-15 | McDonald Shelton | Director | A-Award | A | Common Stock | 1,264 | 0.00 | — | 3,264 | — | ↗ |
| 2023-03-15 | MCWHORTER RICHARD J | Officer | A-Award | A | Common Stock | 3,160 | 0.00 | — | 101,457 | — | ↗ |
| 2023-03-15 | Glander Troy Andrew | Director | A-Award | A | Common Stock | 1,264 | 0.00 | — | 23,470 | — | ↗ |
| 2023-03-15 | Galloway Norma | Director | A-Award | A | Common Stock | 1,264 | 0.00 | — | 5,264 | — | ↗ |
| 2023-03-15 | Caraway Bart | Director / Officer | A-Award | A | Common Stock | 17,383 | 0.00 | — | 58,733 | — | ↗ |
| 2023-03-15 | Brunson W. Donald | Director | A-Award | A | Common Stock | 1,264 | 0.00 | — | 36,556 | — | ↗ |
| 2023-03-15 | Bonnen Dennis | Director | A-Award | A | Common Stock | 1,264 | 0.00 | — | 134,547 | — | ↗ |
| 2023-03-15 | Bobbora William | Officer | A-Award | A | Common Stock | 9,481 | 0.00 | — | 20,457 | — | ↗ |
| 2023-03-15 | Basaldua Martin | Director | A-Award | A | Common Stock | 1,264 | 0.00 | — | 5,974 | — | ↗ |
| 2023-03-15 | Bailey Carolyn | Director | A-Award | A | Common Stock | 1,264 | 0.00 | — | 4,264 | — | ↗ |
| 2023-03-10 | Bobbora William | Officer | P-Purchase | A | Common Stock | 900 | 16.16 | 14.5K | 10,976 | — | ↗ |
| 2023-03-09 | Bobbora William | Officer | P-Purchase | A | Common Stock | 1,000 | 16.45 | 16.5K | 10,076 | — | ↗ |
| 2023-03-08 | Bobbora William | Officer | P-Purchase | A | Common Stock | 1,000 | 17.92 | 17.9K | 9,076 | — | ↗ |
| 2023-02-16 | Peacock Christopher Seay | Officer | — | I | Common Stock | 0 | 0.00 | — | 555 | — | ↗ |
| 2023-02-16 | Deckert Michael | Officer | — | D | Common Stock | 0 | 0.00 | — | 5,457 | — | ↗ |
| 2023-02-16 | Bobbora William | Officer | — | D | Employee Stock Option (right to buy) | 37,500 | 24.00 | 900.0K | 0 | — | ↗ |
| 2023-02-16 | Alexander Vicki | Officer | — | D | Common Stock | 0 | 0.00 | — | 9,910 | — | ↗ |
| 2023-01-01 | Phelps David R | Director | — | D | Stock Option (right to buy) | 6,000 | 16.43 | 98.6K | 0 | — | ↗ |
| 2023-01-01 | Bonnen Greg | Director | — | — | Stock Option (right to buy) | 3,000 | 16.43 | 49.3K | 0 | D | ↗ |
| 2022-10-20 | Scavuzzo Tony | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-09-30 | Stunja Joseph | Director | P-Purchase | A | Series A Convertible Non-Cumulative Preferred Stock | 1,500 | 1,000.00 | 1.50M | 1,500 | — | ↗ |
| 2022-09-30 | Phelps David R | Director | — | D | Series A Convertible Non-Cumulative Preferred Stock | 4,445 | 22.50 | 100.0K | 0 | — | ↗ |
| 2022-09-30 | MCWHORTER RICHARD J | Officer | P-Purchase | A | Series A Convertible Non-Cumulative Preferred Stock | 1,000 | 1,000.00 | 1.00M | 1,000 | — | ↗ |
| 2022-09-30 | Basaldua Martin | Director | P-Purchase | A | Series A Convertible Non-Cumulative Preferred Stock | 50 | 1,000.00 | 50.0K | 50 | — | ↗ |
| 2022-08-16 | Bonnen Dennis | Director | M-Exempt | D | Stock Option (right to buy) | 3,000 | 0.00 | — | 3,000 | — | ↗ |
| 2022-02-24 | Legato Donald C | Officer | M-Exempt | A | Common Stock | 500 | 11.00 | 5.5K | 7,500 | — | ↗ |
| 2022-02-01 | MCWHORTER RICHARD J | Officer | A-Award | A | Common Stock | 4,000 | 0.00 | — | 98,297 | — | ↗ |
| 2022-02-01 | Legato Donald C | Officer | A-Award | A | Common Stock | 2,000 | 0.00 | — | 7,000 | — | ↗ |
| 2022-02-01 | Duncan Audrey | Officer | A-Award | A | Common Stock | 2,000 | 0.00 | — | 8,500 | — | ↗ |
| 2022-02-01 | Caraway Bart | Director / Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 41,350 | — | ↗ |
| 2022-02-01 | Basaldua Martin | Director | P-Purchase | A | Common Stock | 620 | 24.00 | 14.9K | 37,525 | — | ↗ |
| 2021-11-12 | Stunja Joseph | Director | P-Purchase | A | Common Stock | 10,000 | 25.00 | 250.0K | 128,167 | — | ↗ |
| 2021-11-12 | MCWHORTER RICHARD J | Officer | P-Purchase | A | Common Stock | 15,000 | 25.00 | 375.0K | 94,297 | — | ↗ |
| 2021-11-12 | Caraway Bart | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 25.00 | 250.0K | 31,350 | — | ↗ |
| 2021-11-12 | Basaldua Martin | Director | P-Purchase | A | Common Stock | 7,000 | 25.00 | 175.0K | 36,905 | — | ↗ |
| 2021-11-12 | Bailey Carolyn | Director | P-Purchase | A | Common Stock | 1,600 | 25.00 | 40.0K | 1,600 | — | ↗ |
| 2021-11-10 | MCWHORTER RICHARD J | Officer | — | D | Employee Stock Option (right to buy) | 400 | 13.00 | 5.2K | 0 | — | ↗ |
| 2021-11-08 | Swinbank Reagan | Director | — | D | Common Stock | 0 | 0.00 | — | 37,081 | — | ↗ |
| 2021-11-08 | Stunja Joseph | Director | — | I | Common Stock | 0 | 0.00 | — | 118,167 | — | ↗ |
| 2021-11-08 | McDonald Shelton | Director | — | D | Stock Option (right to buy) | 6,000 | 16.43 | 98.6K | 0 | — | ↗ |
| 2021-11-08 | MCWHORTER RICHARD J | Officer | — | D | Common Stock | 0 | 0.00 | — | 79,297 | — | ↗ |
| 2021-11-08 | Legato Donald C | Officer | — | I | Common Stock | 0 | 0.00 | — | 2,354 | — | ↗ |
| 2021-11-08 | Glander Troy Andrew | Director | — | D | Stock Option (right to buy) | 6,000 | 16.43 | 98.6K | 0 | — | ↗ |
| 2021-11-08 | Galloway Norma | Director | — | D | Stock Option (right to buy) | 6,000 | 16.43 | 98.6K | 0 | — | ↗ |
| 2021-11-08 | Duncan Audrey | Officer | — | D | Employee Stock Option (right to buy) | 1,000 | 16.43 | 16.4K | 0 | — | ↗ |
| 2021-11-08 | Caraway Bart | Director / Officer | — | D | Employee Stock Option (right to buy) | 14,000 | 13.00 | 182.0K | 0 | — | ↗ |
| 2021-11-08 | Brunson W. Donald | Director | — | D | Stock Option (right to buy) | 6,000 | 16.43 | 98.6K | 0 | — | ↗ |
| 2021-11-08 | Bonnen Dennis | Director | — | D | Common Stock | 0 | 0.00 | — | 130,283 | — | ↗ |
| 2021-11-08 | Basaldua Martin | Director | — | D | Stock Option (right to buy) | 6,000 | 16.43 | 98.6K | 0 | — | ↗ |
| 2021-11-08 | Bailey Carolyn | Director | — | D | Stock Option (right to buy) | 6,000 | 16.43 | 98.6K | 0 | — | ↗ |
| 2020-06-15 | Duncan Audrey | Officer | — | D | Employee Stock Option (right to buy) | 5,000 | 11.00 | 55.0K | 0 | — | ↗ |
| 2014-12-31 | Stunja Joseph | Director | — | D | Stock Option (right to buy) | 3,750 | 11.00 | 41.3K | 0 | — | ↗ |
| 2014-12-31 | Legato Donald C | Officer | — | D | Employee Stock Option (right to buy) | 10,000 | 11.00 | 110.0K | 0 | — | ↗ |
| 2014-12-31 | Glander Troy Andrew | Director | — | D | Stock Option (right to buy) | 3,750 | 11.00 | 41.3K | 0 | — | ↗ |
| 2014-12-31 | Caraway Bart | Director / Officer | — | D | Employee Stock Option (right to buy) | 19,400 | 11.00 | 213.4K | 0 | — | ↗ |
| 2014-12-31 | Basaldua Martin | Director | — | D | Stock Option (right to buy) | 3,750 | 11.00 | 41.3K | 0 | — | ↗ |
| 2013-07-01 | Stunja Joseph | Director | — | I | Warrant (right to buy) | 857 | 11.00 | 9.4K | 0 | — | ↗ |
| 2013-07-01 | Glander Troy Andrew | Director | — | D | Warrant (right to buy) | 857 | 11.00 | 9.4K | 0 | — | ↗ |
| 2013-07-01 | Caraway Bart | Director / Officer | — | D | Warrant (right to buy) | 857 | 11.00 | 9.4K | 0 | — | ↗ |
| 2013-07-01 | Basaldua Martin | Director | — | D | Warrant (right to buy) | 857 | 11.00 | 9.4K | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
226.0K
Shares Outstanding
14.10M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Bart O. Caraway Chairman of the Board, President and Chief Executive Officer | 654.2K | 1.29M | 385.5K | — | — | 176.4K | 2.50M | 15.40% | ↗ |
| 2 | 2025 | R. John McWhorter Senior Executive Vice President and Chief Financial Officer | 470.2K | 615.6K | 144.9K | — | — | 336.2K | 1.57M | 9.25% | ↗ |
| 3 | 2025 | William (Bill) Bobbora Executive Vice President and Chief Banking Officer | 522.2K | 406.3K | 184.3K | — | — | 78.9K | 1.19M | 15.47% | ↗ |
| 4 | 2024 | Bart O. Caraway Chairman of the Board, President and Chief Executive Officer | 624.2K | 700.0K | 200.8K | — | — | 178.3K | 1.70M | 11.79% | ↗ |
| 5 | 2024 | Bart O. Caraway Chairman of the Board, President and Chief Executive Officer | 624.2K | 700.0K | 200.8K | — | — | 178.3K | 1.70M | 11.79% | ↗ |
| 6 | 2024 | R. John McWhorter Senior Executive Vice President and Chief Financial Officer | 443.3K | 350.0K | 266.1K | — | — | 193.6K | 1.25M | 21.24% | ↗ |
| 7 | 2024 | R. John McWhorter Senior Executive Vice President and Chief Financial Officer | 443.3K | 350.0K | 266.1K | — | — | 193.6K | 1.25M | 21.24% | ↗ |
| 8 | 2024 | William (Bill) Bobbora Executive Vice President and Chief Banking Officer | 500.0K | 350.0K | 150.6K | — | — | 101.6K | 1.10M | 13.66% | ↗ |
| 9 | 2024 | William (Bill) Bobbora Executive Vice President and Chief Banking Officer | 500.0K | 350.0K | 150.6K | — | — | 101.6K | 1.10M | 13.66% | ↗ |
| 10 | 2023 | Bart O. Caraway Chairman of the Board, President and Chief Executive Officer | 590.4K | 550.0K | 275.0K | — | — | 168.9K | 1.58M | 17.36% | ↗ |
| 11 | 2023 | William (Bill) Bobbora Executive Vice President and Chief Banking Officer | 500.0K | 350.0K | 150.0K | — | — | 84.2K | 1.08M | 13.83% | ↗ |
| 12 | 2023 | R. John McWhorter Chief Financial Officer | 411.9K | 200.0K | 50.0K | — | — | 183.5K | 845.4K | 5.91% | ↗ |
| 13 | 2023 | R. John McWhorter Senior Executive Vice President and Chief Financial Officer | 411.9K | 200.0K | 50.0K | — | — | 183.5K | 845.4K | 5.91% | ↗ |
| 14 | 2022 | Bart O. Caraway Chairman of the Board, President and Chief Executive Officer | 548.2K | 575.0K | 247.0K | — | — | 157.6K | 1.53M | 16.17% | ↗ |
| 15 | 2022 | R. John McWhorter Chief Financial Officer | 368.8K | 150.0K | 98.8K | — | — | 166.6K | 784.1K | 12.60% | ↗ |
| 16 | 2022 | Audrey A. Duncan Senior Executive Vice President and Chief Credit Officer | 320.4K | 125.0K | 49.4K | — | — | 157.1K | 652.0K | 7.58% | ↗ |
| 17 | 2021 | Bart O. Caraway Chairman of the Board, President and Chief Executive Officer | 520.8K | 575.0K | 276.0K | 29.6K | — | 149.3K | 1.55M | 19.71% | ↗ |
| 18 | 2021 | R. John McWhorter Chief Financial Officer | 297.9K | 150.0K | 162.0K | 2.2K | — | 161.4K | 773.5K | 21.23% | ↗ |
| 19 | 2021 | Donald C. Legato Chief Lending Officer | 293.3K | 150.0K | 120.0K | 18.2K | — | 109.1K | 690.6K | 20.00% | ↗ |
| 20 | 2021 | Audrey A. Duncan Senior Executive Vice President and Chief Credit Officer | 268.7K | 100.0K | 108.0K | 2.2K | — | 148.0K | 626.9K | 17.58% | ↗ |
| 21 | 2020 | Bart O. Caraway Chairman of the Board, President and Chief Executive Officer | 469.8K | 575.0K | — | 100.7K | — | 88.4K | 1.23M | 8.16% | ↗ |
| 22 | 2020 | R. John McWhorter Chief Financial Officer | 275.0K | 150.0K | — | 6.0K | — | 94.9K | 525.9K | 1.14% | ↗ |
| 23 | 2020 | Donald C. Legato Chief Lending Officer | 275.0K | 150.0K | — | 30.1K | — | 65.5K | 520.6K | 5.77% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
| Filing date | Form type | Filing |
|---|---|---|
| 2026-04-16 | DEF 14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Bart O. Caraway | Founder, Chairman, President & Chief Executive Officer | 2M | male |
| R. John McWhorter | Senior EVice President & Chief Financial Officer | 1M | male |
| William Bobbora | Executive Vice President & Chief Banking Officer | 1M | male |
| Audrey A. Duncan | Senior EVP & Chief Credit Officer | 602.6K | female |
| Audrey A. Spaulding | Senior EVP & Chief Credit Officer | 602.6K | female |
| Liz Eber | Chief Legal Officer & Company Secretary | — | female |
| Sarah Natho | Treasurer | — | female |
| Jo Ann Dean | Secretary | — | female |
| Christopher S. Peacock | Executive Vice President & Chief Retail Officer | — | male |
| Eva Pawelek | Regional President & Head of Houston Corporate Banking | — | female |
| Andrew Novarini | Executive Vice President & President of Community Banking | — | male |
| Laura Rau | EVP & Chief Risk Officer | — | female |
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 TCBX
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.
