Español 
Deutsch 
Français 
MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
Tompkins Financial Corporation (TMP)
USD92.83
+1.55 (+1.70%)
US AMEX Financial Services Banks - Regional
Address
118 East Seneca Street 14851
Ithaca, NY, US
Ithaca, NY, US
CEO
Stephen S. Romaine
Website
tompkinsfinancial.com
IPO
1986-06-02
CIK 1005817 ISIN US8901101092
Description
Tompkins Financial Corporation functions as a financial holding entity, offering a comprehensive array of services that include commercial and retail banking, leasing, trust and investment management, financial planning, wealth management, and insurance solutions. Its operations are strategically divided into three main segments: Banking, Insurance, and Wealth Management. The corporation provides a diverse selection of deposit products, such as checking, savings, and time accounts, alongside IRA options, and specialized brokered, reciprocal, and municipal money market deposits. It also extends a wide range of lending solutions. For businesses, these include financing for real estate, construction, and equipment, accounts receivable funding, and commercial leasing. For individuals and businesses alike, it offers residential mortgages, personal loans, home equity loans, commercial and industrial loans, commercial real estate loans, and agricultural loans. Consumer-specific financing encompasses personal installment loans, direct and indirect automobile loans, and overdraft lines of credit. Additional services provided include letters of credit and sweep accounts, credit and debit cards, and modern banking conveniences such as deposit and cash management, internet and mobile banking platforms, remote deposit capture, safe deposit boxes, voice response systems, and ATM access. Beyond banking, Tompkins Financial delivers investment management, trust and estate administration, and financial and tax planning services. Its insurance offerings span property and casualty, medical, life, disability, and long-term care policies, further enhanced by employee benefit consulting and general insurance planning. The company primarily serves a varied clientele, including individual consumers, corporate executives, small business owners, and high-net-worth individuals. Tompkins Financial operates through a network of 63 banking branches, with 43 situated in New York and 20 in Pennsylvania. Founded in 1836, the corporation is headquartered in Ithaca, New York.
News Sentiment (7d)
Based on only 1 article — low confidence
- Why Tompkins Financial (TMP) is a Top Dividend Stock for Your Portfolio Zacks Investment Research
Market Cap & Enterprise Value
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary
Loading…
| 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
Loading risk profile…
Price Chart
USD92.83
+1.55 (+1.70%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
72.3K
Beta
0.74
Float Shares
13.41M
Free Float %
93.2%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.43% | +0.23% | +2.23% | +12.31% | +24.66% | +18.79% | +41.58% | +64.72% | +4.67% | +29.47% | +449.08% |
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From
To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
Loading histogram data…
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 (4 ratings, all time)
Hold
Price Targets & DCF
Current price
92.83
Low
74.00
-20.3%
Consensus
74.00
-20.3%
Median
74.00
-20.3%
High
74.00
-20.3%
DCF (Unlevered)
134.46
+44.8%
DCF (Levered)
189.25
+103.9%
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 | 1 | 0 |
| Buy | 0 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
74.00
-20.3%
|
| All Time | 1 |
74.00
-20.3%
|
Quality scores
Altman Z-Score
0.35
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
-
Revenue growth+34.1% Q1'26: +0.0% (vs Q1'25)
-
EPS growth+126.2% Q1'26: +32.8% (vs Q1'25)
-
FCF margin— Q1'26: +62.1% (vs Q1'25)
-
EBIT margin— Q1'26: +30.1% (vs Q1'25)
-
ROIC— Q1'26: +7.2% (vs Q1'25)
-
Share dilution+0.5% Q1'26: +0.0% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 4.12× (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 2002 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 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
117.66M
est: 84.31M (+39.6%)
|
137.53M
est: 109.38M (+25.7%)
|
162.17M
est: 122.81M (+32.1%)
|
176.49M
est: 116.92M (+50.9%)
|
186.82M
est: 134.66M (+38.7%)
|
193.15M
est: 145.11M (+33.1%)
|
188.40M
est: 150.14M (+25.5%)
|
183.05M
est: 161.51M (+13.3%)
|
210.80M
est: 196.28M (+7.4%)
|
251.57M
est: 225.76M (+11.4%)
|
252.55M
est: 229.45M (+10.1%)
|
258.03M
est: 238.18M (+8.3%)
|
269.05M
est: 253.40M (+6.2%)
|
292.55M
est: 272.45M (+7.4%)
|
322.81M
est: 287.00M (+12.5%)
|
333.57M
est: 287.50M (+16.0%)
|
324.94M
est: 300.40M (+8.2%)
|
316.64M
est: 304.20M (+4.1%)
|
324.74M
est: 310.95M (+4.4%)
|
303.36M
est: 220.20M (+37.8%)
|
431.65M
est: 297.28M (+45.2%)
|
578.94M
est: 388.40M (+49.1%)
|
351.79M
350.42M – 353.15M
-9.4% YoY
|
380.31M
378.84M – 381.79M
+8.1% YoY
|
| EBITDA |
40.03M
est: 64.87M (-38.3%)
|
47.09M
est: 81.40M (-42.2%)
|
46.88M
est: 102.08M (-54.1%)
|
44.79M
est: 101.95M (-56.1%)
|
49.52M
est: 99.36M (-50.2%)
|
52.74M
est: 86.95M (-39.3%)
|
55.81M
est: 81.52M (-31.5%)
|
57.27M
est: 82.77M (-30.8%)
|
49.10M
est: 77.57M (-36.7%)
|
79.67M
est: 100.67M (-20.9%)
|
85.38M
est: 103.66M (-17.6%)
|
96.00M
est: 103.38M (-7.1%)
|
95.44M
est: 117.06M (-18.5%)
|
105.44M
est: 127.93M (-17.6%)
|
115.57M
est: 157.54M (-26.6%)
|
114.58M
est: 161.32M (-29.0%)
|
109.34M
est: 120.83M (-9.5%)
|
114.57M
est: 129.85M (-11.8%)
|
109.71M
est: 136.36M (-19.5%)
|
12.12M
est: 59.17M (-79.5%)
|
92.98M
est: 79.88M (+16.4%)
|
224.86M
est: 104.36M (+115.5%)
|
94.52M
94.16M – 94.89M
-9.4% YoY
|
102.19M
101.79M – 102.58M
+8.1% YoY
|
| EBIT |
34.21M
est: 21.17M (+61.6%)
|
40.89M
est: 27.47M (+48.9%)
|
40.48M
est: 30.84M (+31.3%)
|
38.36M
est: 29.36M (+30.7%)
|
43.94M
est: 33.82M (+29.9%)
|
47.35M
est: 36.44M (+29.9%)
|
50.38M
est: 37.70M (+33.6%)
|
51.92M
est: 40.56M (+28.0%)
|
42.51M
est: 49.29M (-13.8%)
|
71.76M
est: 56.69M (+26.6%)
|
77.58M
est: 57.62M (+34.6%)
|
87.51M
est: 59.81M (+46.3%)
|
86.52M
est: 63.64M (+36.0%)
|
95.24M
est: 68.42M (+39.2%)
|
104.24M
est: 72.07M (+44.6%)
|
102.86M
est: 72.20M (+42.5%)
|
97.67M
est: 75.44M (+29.5%)
|
114.57M
est: 76.39M (+50.0%)
|
109.71M
est: 78.09M (+40.5%)
|
12.12M
est: 59.17M (-79.5%)
|
92.98M
est: 79.88M (+16.4%)
|
224.86M
est: 104.36M (+115.5%)
|
94.52M
94.16M – 94.89M
-9.4% YoY
|
102.19M
101.79M – 102.58M
+8.1% YoY
|
| Net Income |
22.91M
est: 21.54M (+6.4%)
|
27.69M
est: 28.57M (-3.1%)
|
27.77M
est: 29.87M (-7.0%)
|
26.37M
est: 25.97M (+1.5%)
|
29.83M
est: 29.36M (+1.6%)
|
31.83M
est: 29.98M (+6.2%)
|
33.83M
est: 31.33M (+8.0%)
|
35.42M
est: 35.35M (+0.2%)
|
31.29M
est: 33.34M (-6.2%)
|
50.86M
est: 49.13M (+3.5%)
|
52.04M
est: 50.91M (+2.2%)
|
58.42M
est: 51.80M (+12.8%)
|
59.34M
est: 59.16M (+0.3%)
|
52.49M
est: 51.06M (+2.8%)
|
82.31M
est: 83.33M (-1.2%)
|
81.72M
est: 79.72M (+2.5%)
|
77.59M
est: 65.24M (+18.9%)
|
89.26M
est: 80.71M (+10.6%)
|
85.03M
est: 85.09M (-0.1%)
|
9.51M
est: 14.32M (-33.6%)
|
70.85M
est: 68.09M (+4.0%)
|
161.07M
est: 89.38M (+80.2%)
|
108.33M
107.33M – 108.42M
+21.2% YoY
|
116.83M
116.24M – 117.42M
+7.8% YoY
|
| SGA |
29.52M
est: 27.97M (+5.5%)
|
30.51M
est: 39.57M (-22.9%)
|
35.80M
est: 48.00M (-25.4%)
|
47.50M
est: 47.05M (+1.0%)
|
51.38M
est: 52.41M (-2.0%)
|
58.80M
est: 57.54M (+2.2%)
|
68.21M
est: 56.80M (+20.1%)
|
64.85M
est: 79.81M (-18.8%)
|
76.52M
est: 86.68M (-11.7%)
|
97.54M
est: 100.93M (-3.4%)
|
98.51M
est: 102.59M (-4.0%)
|
96.50M
est: 94.13M (+2.5%)
|
105.40M
est: 112.94M (-6.7%)
|
110.95M
est: 117.28M (-5.4%)
|
115.83M
est: 127.98M (-9.5%)
|
118.52M
est: 128.09M (-7.5%)
|
124.48M
est: 125.60M (-0.9%)
|
127.29M
est: 128.80M (-1.2%)
|
131.74M
est: 111.05M (+18.6%)
|
134.27M
est: 80.96M (+65.8%)
|
137.58M
est: 109.30M (+25.9%)
|
155.96M
est: 142.81M (+9.2%)
|
129.34M
128.84M – 129.85M
-9.4% YoY
|
139.83M
139.29M – 140.37M
+8.1% YoY
|
| EPS |
2.11
est: 1.86 (+13.4%)
|
2.32
est: 2.69 (-13.8%)
|
2.56
est: 2.89 (-11.4%)
|
2.47
est: 2.40 (+2.9%)
|
2.55
est: 2.69 (-5.2%)
|
2.71
est: 2.63 (+3.0%)
|
3.13
est: 2.77 (+13.0%)
|
3.21
est: 3.24 (-0.9%)
|
2.44
est: 3.48 (-29.9%)
|
3.48
est: 3.23 (+7.7%)
|
3.51
est: 3.34 (+5.1%)
|
3.91
est: 3.53 (+10.9%)
|
3.94
est: 3.82 (+3.3%)
|
3.46
est: 4.47 (-22.6%)
|
5.39
est: 5.44 (-0.8%)
|
5.39
est: 5.17 (+4.3%)
|
5.22
est: 5.06 (+3.2%)
|
6.08
est: 6.44 (-5.5%)
|
5.92
est: 6.04 (-2.0%)
|
0.66
est: 1.00 (-33.9%)
|
4.98
est: 4.75 (+4.8%)
|
11.30
est: 6.24 (+81.2%)
|
7.53
7.49 – 7.56
+20.7% YoY
|
8.15
8.11 – 8.19
+8.3% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-28 | Piper Sandler | Neutral | Neutral | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-27 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-26 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-22 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-21 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-20 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-19 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-18 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-15 | A | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 4/5 | 2/5 |
| 2026-05-14 | A | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 4/5 | 2/5 |
| 2026-05-13 | A | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 4/5 | 2/5 |
| 2026-05-12 | A | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 4/5 | 2/5 |
| 2026-05-11 | A | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 4/5 | 2/5 |
| 2026-05-08 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-05-07 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-05-06 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-05-05 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-05-04 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-05-01 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-30 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-29 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-28 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-27 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-22 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-21 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-20 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-17 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-16 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
112.86M
OE per share TTM
7.88
Owner's Yield
9.20%
Maintenance CapEx ratio
8.93%
Maint CapEx / Avg PPE
22.2%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
207
Total invested
781.26M
Insider transactions (90d)
9
Beneficial owners (>5%)
16
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. | 2.02M | 13.80% | 1.99M | — | 2.02M | — | HC | Delaware | 2022-01-27 | ↗ |
| 2 | I.R.S IDENTIFICATION NO. OF ABOVE PERSON ( | 1.49M | 9.77% | — | 1.49M | — | — | BK | United States | 2017-02-14 | ↗ |
| 3 | The Vanguard Group - 23-1945930 | 1.42M | 9.72% | — | 11.9K | 1.40M | 21.8K | IA | Pennsylvania | 2022-02-10 | ↗ |
| 4 | STATE STREET CORPORATION | 1.28M | 8.74% | — | 472.3K | — | 1.28M | HC | BOSTON, MASSACHUSETTS | 2022-02-11 | ↗ |
| 5 | IDENTIFICATION NO. OF ABOVE PERSON ( | 1.24M | 8.46% | — | 1.24M | — | — | BK | States | 2022-02-11 | ↗ |
| 6 | 15-0470650 | 1.05M | 14.36% | — | 1.05M | — | 1.05M | BK | United States | 2001-02-14 | ↗ |
| 7 | STATE STREET GLOBAL ADVISORS TRUST COMPANY | 1.02M | 6.98% | — | 217.6K | — | 1.02M | IA | BOSTON, MASSACHUSETTS | 2022-02-11 | ↗ |
| 8 | FMR LLC | 882.2K | 5.86% | — | — | 882.2K | — | HC | Delaware | 2017-02-14 | ↗ |
| 9 | for the Tompkins Financial Corporation Employee Stock Ownership Plan and Tompkins Retirement Savings | 779.5K | 5.32% | — | 779.5K | — | 779.5K | EP | Delaware | 2022-02-07 | ↗ |
| 10 | BlackRock for purposes of Schedule 13G filings. | 638.3K | 6.57% | 638.3K | — | 638.3K | — | HC | Delaware | 2010-01-29 | ↗ |
| 11 | 16-6274653 | 454.8K | 6.21% | 454.8K | — | 454.8K | — | EP | United States | 2001-02-14 | ↗ |
| 12 | Tompkins Financial Corporation | 454.6K | 4.67% | 454.6K | — | 454.6K | — | EP | United States | 2010-02-04 | ↗ |
| 13 | Dorothy D. Park | 244.4K | 6.90% | — | — | — | — | OO | U.S.A. | 1996-10-15 | ↗ |
| 14 | Dorothy D. Park, Personal Representative of the Estate of Roy H. Park | 244.4K | 6.90% | — | — | — | — | OO | U.S.A. | 1996-10-15 | ↗ |
| 15 | Park Foundation, Inc. | 244.4K | 6.90% | 21.2K | — | 21.2K | — | CO | North Carolina (U.S.A.) | 1996-10-15 | ↗ |
| 16 | RHP Incorporated | — | 0.00% | — | — | — | — | CO | New York | 1996-10-23 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
207
+11 vs prev Q
New positions
30
Closed positions
19
Increased
99
Reduced
55
Put/Call ratio
0.00
Calls held
—
Puts held
27.7K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 2.01M +34.2K (+1.7%) | 146.12M +15.0M (+11.4%) | 14.14% +0.234 pp | 0.00% +0.000 pp | USD58.28 +24.4% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 1.39M +15.2K (+1.1%) | 100.51M +9.8M (+10.7%) | 9.72% +0.102 pp | 0.00% +0.000 pp | USD59.94 +21.0% | 84 qtrs — |
| 3 | STATE STREET CORP | 1.19M -24.9K (-2.0%) | 86.26M +5.9M (+7.3%) | 8.35% -0.179 pp | 0.00% +0.000 pp | USD67.45 +7.5% | 51 qtrs — |
| 4 | TOMPKINS FINANCIAL CORP | 1.14M -9.3K (-0.8%) | 82.39M +6.6M (+8.6%) | 7.97% -0.069 pp | 6.41% +0.065 pp | USD78.20 -7.3% | 18 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 595.2K -4.3K (-0.7%) | 43.16M +3.5M (+8.7%) | 4.18% -0.032 pp | 0.01% +0.001 pp | USD53.52 +35.5% | 51 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 316.6K +4.7K (+1.5%) | 22.96M +2.3M (+11.2%) | 2.22% +0.032 pp | 0.00% +0.000 pp | USD64.69 +12.1% | 78 qtrs — |
| 7 | AMERICAN CENTURY COMPANIES INC | 236.2K +54.2K (+29.8%) | 17.13M +5.1M (+42.1%) | 1.66% +0.380 pp | 0.01% +0.003 pp | USD68.73 +5.5% | 20 qtrs — |
| 8 | MORGAN STANLEY | 164.8K +3.6K (+2.2%) | 11.95M +1.3M (+11.9%) | 1.16% +0.024 pp | 0.00% +0.000 pp | USD66.02 +9.8% | 51 qtrs — |
| 9 | NORTHERN TRUST CORP | 132.7K -7.5K (-5.4%) | 9.62M +337.5K (+3.6%) | 0.93% -0.055 pp | 0.00% +0.000 pp | USD61.73 +17.5% | 51 qtrs — |
| 10 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | 123.0K -466.0 (-0.4%) | 8.92M +745.1K (+9.1%) | 0.86% -0.004 pp | 2.58% +0.145 pp | USD75.83 -4.4% | 33 qtrs — |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 122.4K -770.0 (-0.6%) | 8.87M +721.1K (+8.8%) | 0.86% -0.007 pp | 0.00% +0.000 pp | USD64.57 +12.3% | 98 qtrs — |
| 12 | BANK OF NEW YORK MELLON CORP | 122.1K -7.0K (-5.4%) | 8.86M +305.5K (+3.6%) | 0.86% -0.051 pp | 0.00% 0.000 pp | USD54.41 +33.3% | 66 qtrs — |
| 13 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 118.6K -140.0 (-0.1%) | 8.60M +739.1K (+9.4%) | 0.83% -0.001 pp | 0.03% +0.001 pp | USD50.88 +42.5% | 8 qtrs — |
| 14 | GOLDMAN SACHS GROUP INC | 102.9K +31.2K (+43.5%) | 7.46M +2.7M (+57.1%) | 0.72% +0.219 pp | 0.00% +0.000 pp | USD62.24 +16.5% | 38 qtrs — |
| 15 | RHINO INVESTMENT PARTNERS, INC | 88.6K +88.6K (+100.0%) | 6.42M +6.4M (+100.0%) | 0.62% +0.621 pp | 1.82% +1.820 pp | USD72.52 +0.0% | 1 qtrs NEW |
| 16 | PROSHARE ADVISORS LLC | 85.2K -6.2K (-6.8%) | 6.18M +124.4K (+2.1%) | 0.60% -0.044 pp | 0.01% -0.002 pp | USD68.42 +6.0% | 37 qtrs — |
| 17 | JOHN G ULLMAN & ASSOCIATES INC | 83.3K -1.5K (-1.8%) | 6.04M +426.6K (+7.6%) | 0.58% -0.011 pp | 0.81% +0.050 pp | USD52.64 +37.8% | 23 qtrs — |
| 18 | INVESCO LTD. | 82.5K -8.5K (-9.4%) | 5.98M -43.2K (-0.7%) | 0.58% -0.060 pp | 0.00% +0.000 pp | USD64.19 +13.0% | 57 qtrs — |
| 19 | AQR CAPITAL MANAGEMENT LLC | 68.9K +26.5K (+62.3%) | 5.00M +2.2M (+77.8%) | 0.48% +0.185 pp | 0.00% +0.001 pp | USD67.04 +8.2% | 9 qtrs — |
| 20 | PRINCIPAL FINANCIAL GROUP INC | 60.6K -825.0 (-1.3%) | 4.39M +327.5K (+8.1%) | 0.42% -0.006 pp | 0.00% +0.000 pp | USD57.69 +25.7% | 70 qtrs — |
| 21 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 60.0K +60.0K (+100.0%) | 4.35M +4.4M (+100.0%) | 0.42% +0.421 pp | 0.01% +0.007 pp | USD72.52 +0.0% | 1 qtrs NEW |
| 22 | JPMORGAN CHASE & CO | 58.2K +660.0 (+1.1%) | 4.22M +411.0K (+10.8%) | 0.41% +0.004 pp | 0.00% +0.000 pp | USD62.49 +16.1% | 51 qtrs — |
| 23 | BANK OF AMERICA CORP /DE/ | 47.4K -1.5K (-3.0%) | 3.43M +202.7K (+6.3%) | 0.33% -0.010 pp | 0.00% +0.000 pp | USD67.67 +7.2% | 52 qtrs — |
| 24 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 44.0K -5.5K (-11.1%) | 3.19M -85.4K (-2.6%) | 0.31% -0.039 pp | 0.01% -0.001 pp | USD65.83 +10.2% | 58 qtrs — |
| 25 | UBS GROUP AG | 43.2K -5.3K (-11.0%) | 3.13M -81.4K (-2.5%) | 0.30% -0.038 pp | 0.00% +0.000 pp | USD68.01 +6.6% | 45 qtrs — |
| 26 | AMERIPRISE FINANCIAL INC | 42.0K -7.4K (-14.9%) | 3.05M -221.8K (-6.8%) | 0.29% -0.052 pp | 0.00% 0.000 pp | USD40.53 +78.9% | 55 qtrs — |
| 27 | LPL FINANCIAL LLC | 41.9K +1.8K (+4.5%) | 3.04M +383.3K (+14.5%) | 0.29% +0.012 pp | 0.00% +0.000 pp | USD65.91 +10.0% | 6 qtrs — |
| 28 | RHUMBLINE ADVISERS | 36.5K -1.7K (-4.5%) | 2.65M +117.6K (+4.6%) | 0.26% -0.012 pp | 0.00% +0.000 pp | USD64.86 +11.8% | 55 qtrs — |
| 29 | LSV ASSET MANAGEMENT | 36.4K +— (+0.0%) | 2.64M +230.0K (+9.5%) | 0.26% 0.000 pp | 0.01% +0.000 pp | USD63.61 +14.0% | 3 qtrs — |
| 30 | STATE OF NEW JERSEY COMMON PENSION FUND D | 33.1K +1.2K (+3.8%) | 2.40M +288.4K (+13.6%) | 0.23% +0.008 pp | 0.01% +0.001 pp | USD66.84 +8.5% | 18 qtrs — |
| 31 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 31.4K -2.1K (-6.2%) | 2.29M +105.5K (+4.8%) | 0.22% -0.015 pp | 0.00% 0.000 pp | USD49.70 +45.9% | 10 qtrs — |
| 32 | LEGAL & GENERAL GROUP PLC | 31.5K -870.0 (-2.7%) | 2.28M +141.2K (+6.6%) | 0.22% -0.007 pp | 0.00% +0.000 pp | USD77.00 -5.8% | 46 qtrs — |
| 33 | CITADEL ADVISORS LLC | 30.7K +26.0K (+551.6%) | 2.23M +1.9M (+613.7%) | 0.22% +0.183 pp | 0.00% +0.000 pp | USD70.89 +2.3% | 8 qtrs — |
| 34 | NUVEEN, LLC | 30.3K +— (+0.0%) | 2.20M +191.4K (+9.5%) | 0.21% 0.000 pp | 0.00% +0.000 pp | USD62.98 +15.1% | 4 qtrs — |
| 35 | SG AMERICAS SECURITIES, LLC | 27.2K +13.9K (+104.5%) | 1.97M +1.1M (+123.9%) | 0.19% +0.097 pp | 0.00% -0.001 pp | USD64.90 +11.7% | 12 qtrs — |
| 36 | UBS ASSET MANAGEMENT AMERICAS INC | 25.0K +5.4K (+27.3%) | 1.82M +514.2K (+39.5%) | 0.18% +0.038 pp | 0.00% +0.000 pp | USD63.44 +14.3% | 29 qtrs — |
| 37 | EJF CAPITAL LLC | 25.0K +25.0K (+100.0%) | 1.81M +1.8M (+100.0%) | 0.18% +0.175 pp | 1.03% +1.030 pp | USD72.52 +0.0% | 1 qtrs NEW |
| 38 | INTECH INVESTMENT MANAGEMENT LLC | 24.7K +18.0K (+270.0%) | 1.79M +1.3M (+305.2%) | 0.17% +0.126 pp | 0.02% +0.012 pp | USD69.70 +4.0% | 6 qtrs — |
| 39 | SWISS NATIONAL BANK | 24.2K +400.0 (+1.7%) | 1.75M +179.2K (+11.4%) | 0.17% +0.003 pp | 0.00% +0.000 pp | USD65.69 +10.4% | 41 qtrs — |
| 40 | BARCLAYS PLC | 23.7K -2.1K (-8.3%) | 1.72M +226.3K (+15.1%) | 0.17% -0.015 pp | 0.00% +0.000 pp | USD61.67 +17.6% | 51 qtrs — |
| 41 | LOGAN CAPITAL MANAGEMENT INC | 23.4K +— (+0.0%) | 1.70M +147.9K (+9.5%) | 0.16% 0.000 pp | 0.07% +0.006 pp | USD46.22 +56.9% | 50 qtrs — |
| 42 | CARDINAL CAPITAL MANAGEMENT | 23.4K +328.0 (+1.4%) | 1.70M +169.5K (+11.1%) | 0.16% +0.002 pp | 0.22% +0.014 pp | USD60.25 +20.4% | 51 qtrs — |
| 43 | ALLIANCEBERNSTEIN L.P. | 22.0K +4.3K (+23.9%) | 1.60M +420.3K (+35.7%) | 0.15% +0.030 pp | 0.00% +0.000 pp | USD52.90 +37.1% | 61 qtrs — |
| 44 | JACOBS LEVY EQUITY MANAGEMENT, INC | 21.5K -9.7K (-31.0%) | 1.56M -504.0K (-24.4%) | 0.15% -0.068 pp | 0.01% -0.002 pp | USD61.06 +18.8% | 7 qtrs — |
| 45 | WINTON GROUP LTD | 19.3K +206.0 (+1.1%) | 1.40M +135.2K (+10.7%) | 0.14% +0.001 pp | 0.05% +0.001 pp | USD49.54 +46.4% | 8 qtrs — |
| 46 | THRIVENT FINANCIAL FOR LUTHERANS | 19.0K +5.2K (+37.8%) | 1.38M +466.0K (+51.1%) | 0.13% +0.037 pp | 0.00% +0.001 pp | USD66.97 +8.3% | 49 qtrs — |
| 47 | PRICE T ROWE ASSOCIATES INC /MD/ | 19.0K +513.0 (+2.8%) | 1.38M +153.0K (+12.5%) | 0.13% +0.004 pp | 0.00% +0.000 pp | USD61.82 +17.3% | 49 qtrs — |
| 48 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 18.9K -1.2K (-6.0%) | 1.37M +39.0K (+2.9%) | 0.13% -0.009 pp | 0.00% +0.000 pp | USD46.29 +56.7% | 51 qtrs — |
| 49 | MAN GROUP PLC | 18.2K -14.4K (-44.2%) | 1.32M -839.0K (-38.9%) | 0.13% -0.101 pp | 0.00% -0.002 pp | USD65.45 +10.8% | 5 qtrs — |
| 50 | CREATIVE PLANNING | 17.8K +5.2K (+41.4%) | 1.29M +456.8K (+54.9%) | 0.12% +0.036 pp | 0.00% +0.000 pp | USD67.63 +7.2% | 5 qtrs — |
| 51 | WELLS FARGO & COMPANY/MN | 17.5K +4.9K (+38.8%) | 1.27M +433.9K (+52.1%) | 0.12% +0.034 pp | 0.00% +0.000 pp | USD68.76 +5.5% | 57 qtrs — |
| 52 | MILLENNIUM MANAGEMENT LLC | 16.9K +183.0 (+1.1%) | 1.22M +118.5K (+10.7%) | 0.12% +0.001 pp | 0.00% +0.000 pp | USD57.47 +26.2% | 7 qtrs — |
| 53 | TEACHER RETIREMENT SYSTEM OF TEXAS | 16.7K -143.0 (-0.8%) | 1.21M +96.1K (+8.6%) | 0.12% -0.001 pp | 0.00% 0.000 pp | USD66.76 +8.6% | 5 qtrs — |
| 54 | D. E. SHAW & CO., INC. | 16.3K -4.9K (-23.0%) | 1.18M -218.7K (-15.7%) | 0.11% -0.034 pp | 0.00% 0.000 pp | USD56.41 +28.6% | 12 qtrs — |
| 55 | QUANTINNO CAPITAL MANAGEMENT LP | 16.1K +2.0K (+14.4%) | 1.17M +235.7K (+25.3%) | 0.11% +0.014 pp | 0.00% 0.000 pp | USD65.47 +10.8% | 4 qtrs — |
| 56 | DEUTSCHE BANK AG\ | 13.9K +1.8K (+14.8%) | 1.01M +206.4K (+25.8%) | 0.10% +0.013 pp | 0.00% +0.000 pp | USD66.16 +9.6% | 50 qtrs — |
| 57 | RISE ADVISORS, LLC | 13.1K -3.0K (-18.5%) | 952.1K -114.8K (-10.8%) | 0.09% -0.021 pp | 0.34% -0.043 pp | USD83.16 -12.8% | 17 qtrs — |
| 58 | STATE OF TENNESSEE, TREASURY DEPARTMENT | 11.5K -2.3K (-16.9%) | 925.1K +5.6K (+0.6%) | 0.08% -0.017 pp | 0.00% 0.000 pp | USD64.04 +13.2% | 50 qtrs — |
| 59 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 12.6K +19.0 (+0.2%) | 908.0K +74.0K (+8.9%) | 0.09% +0.000 pp | 0.00% +0.000 pp | USD74.62 -2.8% | 40 qtrs — |
| 60 | BAILARD, INC. | 12.3K +700.0 (+6.0%) | 892.0K +124.0K (+16.1%) | 0.09% +0.005 pp | 0.02% +0.003 pp | USD67.59 +7.3% | 5 qtrs — |
| 61 | ROYAL BANK OF CANADA | 12.2K -192.0 (-1.5%) | 888.0K +66.0K (+8.0%) | 0.09% -0.001 pp | 0.00% +0.000 pp | USD60.76 +19.4% | 48 qtrs — |
| 62 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 11.6K +126.0 (+1.1%) | 871.6K +121.1K (+16.1%) | 0.08% +0.001 pp | 0.02% +0.002 pp | USD56.12 +29.2% | 11 qtrs — |
| 63 | TWO SIGMA ADVISERS, LP | 11.8K +100.0 (+0.9%) | 855.7K +81.1K (+10.5%) | 0.08% +0.001 pp | 0.00% +0.000 pp | USD62.64 +15.8% | 17 qtrs — |
| 64 | PRUDENTIAL FINANCIAL INC | 11.8K -818.0 (-6.5%) | 854.6K +20.2K (+2.4%) | 0.08% -0.006 pp | 0.00% +0.000 pp | USD53.24 +36.2% | 69 qtrs — |
| 65 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11.4K -9.0 (-0.1%) | 824.5K +71.1K (+9.4%) | 0.08% 0.000 pp | 0.00% +0.000 pp | USD48.29 +50.2% | 52 qtrs — |
| 66 | WALDRON PRIVATE WEALTH LLC | 10.8K +— (+0.0%) | 780.8K +67.9K (+9.5%) | 0.08% +0.000 pp | 0.03% +0.002 pp | USD48.99 +48.0% | 19 qtrs — |
| 67 | FRANKLIN RESOURCES INC | 10.4K -99.0 (-0.9%) | 751.7K +58.9K (+8.5%) | 0.07% -0.001 pp | 0.00% +0.000 pp | USD67.50 +7.4% | 5 qtrs — |
| 68 | COLONY GROUP, LLC | 9.6K -8.3K (-46.4%) | 694.2K -455.7K (-39.6%) | 0.07% -0.058 pp | 0.00% -0.001 pp | USD64.48 +12.5% | 9 qtrs — |
| 69 | TWO SIGMA INVESTMENTS, LP | 9.5K -2.3K (-19.4%) | 687.3K -91.2K (-11.7%) | 0.07% -0.016 pp | 0.00% 0.000 pp | USD52.65 +37.7% | 18 qtrs — |
| 70 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 9.4K -1.0K (-9.9%) | 684.1K -8.7K (-1.3%) | 0.07% -0.007 pp | 0.00% 0.000 pp | USD67.12 +8.0% | 5 qtrs — |
| 71 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 9.4K -1.3K (-12.5%) | 679.3K -29.6K (-4.2%) | 0.07% -0.009 pp | 0.01% -0.002 pp | USD66.21 +9.5% | 8 qtrs — |
| 72 | CANADA PENSION PLAN INVESTMENT BOARD | 9.3K +9.3K (+100.0%) | 674.4K +674.4K (+100.0%) | 0.07% +0.065 pp | 0.00% +0.001 pp | USD72.52 +0.0% | 1 qtrs NEW |
| 73 | STERLING INVESTMENT COUNSEL, LLC | 9.3K -1.0K (-9.7%) | 673.0K -7.7K (-1.1%) | 0.07% -0.007 pp | 0.19% -0.025 pp | USD72.58 -0.1% | 14 qtrs — |
| 74 | IEQ CAPITAL, LLC | 9.0K +3.6K (+66.6%) | 652.3K +294.9K (+82.5%) | 0.06% +0.025 pp | 0.00% +0.001 pp | USD68.73 +5.5% | 2 qtrs — |
| 75 | CAPTRUST FINANCIAL ADVISORS | 8.8K +8.8K (+100.0%) | 637.9K +637.9K (+100.0%) | 0.06% +0.062 pp | 0.00% +0.001 pp | USD72.52 +0.0% | 1 qtrs NEW |
| 76 | CITIGROUP INC | 8.5K -1.1K (-11.2%) | 618.5K -17.2K (-2.7%) | 0.06% -0.008 pp | 0.00% +0.000 pp | USD58.88 +23.2% | 54 qtrs — |
| 77 | HORIZON INVESTMENTS, LLC | 8.5K +379.0 (+4.7%) | 614.9K +78.6K (+14.7%) | 0.06% +0.003 pp | 0.01% +0.001 pp | USD63.39 +14.4% | 3 qtrs — |
| 78 | GALLAGHER FIDUCIARY ADVISORS, LLC | 8.2K +578.0 (+7.6%) | 596.5K +90.2K (+17.8%) | 0.06% +0.004 pp | 0.02% +0.001 pp | USD56.15 +29.2% | 7 qtrs — |
| 79 | ATRIA INVESTMENTS, INC | 8.2K +640.0 (+8.5%) | 594.0K +94.1K (+18.8%) | 0.06% +0.005 pp | 0.01% +0.001 pp | USD56.22 +29.0% | 7 qtrs — |
| 80 | METLIFE INVESTMENT MANAGEMENT, LLC | 7.7K +— (+0.0%) | 561.4K +48.8K (+9.5%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD74.26 -2.3% | 33 qtrs — |
| 81 | HSBC HOLDINGS PLC | 7.6K +2.8K (+59.2%) | 550.8K +236.0K (+75.0%) | 0.05% +0.020 pp | 0.00% +0.000 pp | USD66.37 +9.3% | 3 qtrs — |
| 82 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7.0K +7.0K (+100.0%) | 510.9K +510.9K (+100.0%) | 0.05% +0.049 pp | 0.00% +0.000 pp | USD72.52 +0.0% | 1 qtrs NEW |
| 83 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 7.0K +75.0 (+1.1%) | 510.0K +49.0K (+10.6%) | 0.05% +0.001 pp | 0.01% +0.001 pp | USD78.02 -7.0% | 37 qtrs — |
| 84 | MERCER GLOBAL ADVISORS INC /ADV | 6.9K +897.0 (+15.0%) | 499.6K +102.9K (+25.9%) | 0.05% +0.006 pp | 0.00% +0.000 pp | USD66.53 +9.0% | 5 qtrs — |
| 85 | ILLINOIS MUNICIPAL RETIREMENT FUND | 6.5K -262.0 (-3.9%) | 469.3K +23.5K (+5.3%) | 0.05% -0.002 pp | 0.01% +0.000 pp | USD49.59 +46.2% | 10 qtrs — |
| 86 | JANUS HENDERSON GROUP PLC | 6.3K +— (+0.0%) | 456.8K +39.4K (+9.4%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD66.18 +9.6% | 17 qtrs — |
| 87 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 6.3K +31.0 (+0.5%) | 456.6K +41.8K (+10.1%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD49.62 +46.2% | 7 qtrs — |
| 88 | RAFFERTY ASSET MANAGEMENT, LLC | 6.2K -1.6K (-20.5%) | 450.9K -66.6K (-12.9%) | 0.04% -0.011 pp | 0.00% 0.000 pp | USD56.90 +27.5% | 12 qtrs — |
| 89 | MARINER, LLC | 6.0K +3.0K (+99.5%) | 438.3K +237.8K (+118.5%) | 0.04% +0.021 pp | 0.00% +0.000 pp | USD69.36 +4.6% | 2 qtrs — |
| 90 | STRATEGIC FINANCIAL SERVICES, INC, | 5.1K +— (+0.0%) | 429.7K +92.4K (+27.4%) | 0.04% 0.000 pp | 0.02% +0.003 pp | USD77.04 -5.9% | 28 qtrs — |
| 91 | SEI INVESTMENTS CO | 5.8K +— (+0.0%) | 424.0K +37.0K (+9.6%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD54.08 +34.1% | 8 qtrs — |
| 92 | COMMONWEALTH EQUITY SERVICES, LLC | 5.8K -1.1K (-16.5%) | 421.4K -39.7K (-8.6%) | 0.04% -0.008 pp | 0.00% +0.000 pp | USD50.96 +42.3% | 8 qtrs — |
| 93 | LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM | 5.8K +— (+0.0%) | 420.6K +36.6K (+9.5%) | 0.04% +0.000 pp | 0.01% +0.001 pp | USD57.94 +25.2% | 49 qtrs — |
| 94 | W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO | 5.6K -100.0 (-1.7%) | 408.3K +28.9K (+7.6%) | 0.04% -0.001 pp | 0.03% -0.002 pp | USD44.61 +62.6% | 52 qtrs — |
| 95 | NEW YORK STATE COMMON RETIREMENT FUND | 5.4K +— (+0.0%) | 392.8K +34.2K (+9.5%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD58.02 +25.0% | 69 qtrs — |
| 96 | BNP PARIBAS ARBITRAGE, SNC | 5.4K -818.0 (-13.2%) | 388.5K -20.4K (-5.0%) | 0.04% -0.006 pp | 0.00% +0.000 pp | USD61.31 +18.3% | 51 qtrs — |
| 97 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5.3K -737.0 (-12.2%) | 385.2K -15.3K (-3.8%) | 0.04% -0.005 pp | 0.01% -0.003 pp | USD62.98 +15.1% | 4 qtrs — |
| 98 | CERITY PARTNERS LLC | 5.1K +5.1K (+100.0%) | 371.7K +371.7K (+100.0%) | 0.04% +0.036 pp | 0.00% +0.001 pp | USD72.52 +0.0% | 1 qtrs NEW |
| 99 | POLYMER CAPITAL MANAGEMENT (US) LLC | 5.0K -379.0 (-7.0%) | 364.9K +6.7K (+1.9%) | 0.04% -0.003 pp | 0.04% +0.000 pp | USD62.96 +15.2% | 4 qtrs — |
| 100 | OCCUDO QUANTITATIVE STRATEGIES LP | 5.0K +32.0 (+0.6%) | 364.8K +33.9K (+10.2%) | 0.04% +0.000 pp | 0.02% -0.016 pp | USD53.13 +36.5% | 8 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 127 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | ETC 6 Meridian Small Cap Equity ETF SIXS | 1.21% | 1.29M | 0.52% |
| 2 | ProShares - Russell 2000 Dividend Growers ETF SMDV | 0.97% | 6.67M | 0.40% |
| 3 | Invesco S&P SmallCap Value with Momentum ETF XSVM | 0.79% | 5.20M | 0.37% |
| 4 | Barron's 400SM ETF BFOR | 0.27% | 620.3K | 0.65% |
| 5 | Invesco S&P SmallCap Financials ETF PSCF | 0.25% | 67.8K | 0.29% |
| 6 | First Trust Small Cap Core AlphaDEX Fund FYX | 0.25% | 3.36M | 0.58% |
| 7 | Invesco S&P SmallCap Quality ETF XSHQ | 0.23% | 583.4K | 0.29% |
| 8 | State Street SPDR S&P Regional Banking ETF KRE | 0.17% | 8.18M | 0.35% |
| 9 | Vanguard S&P Small-Cap 600 Value ETF VIOV | 0.13% | 2.41M | 0.10% |
| 10 | iShares S&P Small-Cap 600 Value ETF IJS | 0.13% | 10.07M | 0.18% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
3.40
Bullish
Ratio by volume
3.00
Bullish
Buys
17
Sells
5
Shares acquired
8.8K
Shares disposed
2.7K
Cash buys
1.00
Cash sales
—
Net activity
+6,092
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2041-01-01 | Davidson Heidi M | Director | — | — | Phantom Stock | 933 | 0.00 | — | 0 | D | ↗ |
| 2026-05-26 | Rahilly Ita M | Director | P-Purchase | A | Common Stock | 1,164 | 85.90 | 100.0K | 11,849 | D | ↗ |
| 2026-05-18 | ROMAINE STEPHEN S | Director / Officer | F-InKind | D | Common Stock | 1,580 | 84.18 | 133.0K | 69,887 | D | ↗ |
| 2026-05-18 | McKenna John M | Officer | F-InKind | D | Common Stock | 264 | 84.18 | 22.2K | 16,483 | D | ↗ |
| 2026-05-18 | Kunkel Ginger G | Officer | F-InKind | D | Common Stock | 201 | 84.18 | 16.9K | 5,874 | D | ↗ |
| 2026-05-18 | Fontaine Alyssa H | Officer | A-Award | A | Common Stock | 730 | 0.00 | — | 10,351 | D | ↗ |
| 2026-05-18 | DeMilia David M | Officer | F-InKind | D | Common Stock | 264 | 84.18 | 22.2K | 7,263 | D | ↗ |
| 2026-05-13 | DeMilia David M | Officer | L-Small | A | Common Stock | 1 | 82.75 | 99.96 | 6,769 | D | ↗ |
| 2026-04-27 | Quintana Phillip M | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-04-14 | DeMilia David M | Officer | L-Small | A | Common Stock | 1 | 84.50 | 99.96 | 6,768 | D | ↗ |
| 2026-04-06 | Lee Angela B | Director | A-Award | A | Common Stock | 262 | 80.09 | 21.0K | 1,775 | D | ↗ |
| 2026-04-06 | Johnson Patricia A | Director | A-Award | A | Common Stock Drip | 226 | 80.09 | 18.1K | 6,779 | D | ↗ |
| 2026-04-06 | Fessenden Daniel J. | Director | A-Award | A | Common Stock | 155 | 80.09 | 12.4K | 1,718 | D | ↗ |
| 2026-04-02 | Eaton Helen | Director | A-Award | A | Phantom Stock | 159 | 0.00 | — | 2,915 | D | ↗ |
| 2026-04-02 | Davidson Heidi M | Director | A-Award | A | Phantom Stock | 111 | 0.00 | — | 2,317 | D | ↗ |
| 2026-04-02 | Coletti Janet M. | Director | A-Award | A | Phantom Stock | 24 | 0.00 | — | 748 | D | ↗ |
| 2026-04-02 | Catarisano Nancy E. | Director | A-Award | A | Phantom Stock | 370 | 0.00 | — | 6,907 | D | ↗ |
| 2026-03-12 | DeMilia David M | Officer | L-Small | A | Common Stock | 1 | 74.49 | 99.96 | 6,767 | D | ↗ |
| 2026-02-13 | DeMilia David M | Officer | L-Small | A | Common Stock | 1 | 83.32 | 99.99 | 6,737 | D | ↗ |
| 2026-01-15 | SPAIN MICHAEL H | Director | M-Exempt | A | Common Stock | 1,564 | 0.00 | — | 139,415 | D | ↗ |
| 2026-01-06 | Lee Angela B | Director | A-Award | A | Common Stock | 291 | 72.20 | 21.0K | 1,513 | D | ↗ |
| 2026-01-06 | Johnson Patricia A | Director | A-Award | A | Common Stock Drip | 251 | 72.20 | 18.1K | 6,498 | D | ↗ |
| 2026-01-06 | Fessenden Daniel J. | Director | A-Award | A | Common Stock | 172 | 72.20 | 12.4K | 1,557 | D | ↗ |
| 2026-01-05 | Eaton Helen | Director | A-Award | A | Phantom Stock | 177 | 0.00 | — | 2,733 | D | ↗ |
| 2026-01-05 | Davidson Heidi M | Director | A-Award | A | Phantom Stock | 177 | 0.00 | — | 1,906 | D | ↗ |
| 2026-01-05 | Coletti Janet M. | Director | A-Award | A | Phantom Stock | 27 | 0.00 | — | 718 | D | ↗ |
| 2026-01-05 | Catarisano Nancy E. | Director | A-Award | A | Phantom Stock | 287 | 0.00 | — | 6,359 | D | ↗ |
| 2025-12-31 | ROMAINE STEPHEN S | Director / Officer | — | — | Common Stock | 0 | 0.00 | — | 452 | I | ↗ |
| 2025-12-31 | DeMilia David M | Officer | — | — | Common Stock | 0 | 0.00 | — | 162 | I | ↗ |
| 2025-12-31 | Anderson Johanna B | Officer | D-Return | D | Common Stock | 2,405 | 0.00 | — | 296 | D | ↗ |
| 2025-11-21 | Rahilly Ita M | Director | P-Purchase | A | Common Stock | 1,463 | 68.36 | 100.0K | 10,511 | D | ↗ |
| 2025-11-12 | Torcello Diane D | Officer | A-Award | A | Common Stock | 1,025 | 67.79 | 69.5K | 7,163 | D | ↗ |
| 2025-11-12 | Tomazin Matthew D | Officer | A-Award | A | Common Stock | 1,365 | 67.79 | 92.5K | 4,726 | D | ↗ |
| 2025-11-12 | Taylor Eric W | Officer | A-Award | A | Common Stock | 910 | 67.79 | 61.7K | 1,405 | D | ↗ |
| 2025-11-12 | ROMAINE STEPHEN S | Director / Officer | A-Award | A | Common Stock | 4,645 | 67.79 | 314.9K | 68,372 | D | ↗ |
| 2025-11-12 | McKenna John M | Officer | A-Award | A | Common Stock | 1,365 | 67.79 | 92.5K | 16,017 | D | ↗ |
| 2025-11-12 | Mastin Stacie M | Director / Officer | A-Award | A | Common Stock | 685 | 67.79 | 46.4K | 2,191 | D | ↗ |
| 2025-11-12 | Kunkel Ginger G | Officer | A-Award | A | Common Stock | 900 | 67.79 | 61.0K | 5,304 | D | ↗ |
| 2025-11-12 | Kershaw David | Officer | A-Award | A | Common Stock | 550 | 67.79 | 37.3K | 4,743 | D | ↗ |
| 2025-11-12 | Guarino Charles J | Officer | A-Award | A | Common Stock | 685 | 67.79 | 46.4K | 3,599 | D | ↗ |
| 2025-11-12 | Fontaine Alyssa H | Officer | A-Award | A | Common Stock | 910 | 67.79 | 61.7K | 9,366 | D | ↗ |
| 2025-11-12 | DeMilia David M | Officer | A-Award | A | Common Stock | 990 | 67.79 | 67.1K | 6,638 | D | ↗ |
| 2025-11-12 | Anderson Johanna B | Officer | A-Award | A | Common Stock | 730 | 67.79 | 49.5K | 2,701 | D | ↗ |
| 2025-11-09 | Torcello Diane D | Officer | F-InKind | D | Common Stock | 47 | 66.68 | 3.1K | 6,319 | D | ↗ |
| 2025-11-09 | Tomazin Matthew D | Officer | F-InKind | D | Common Stock | 29 | 66.68 | 1.9K | 3,550 | D | ↗ |
| 2025-11-09 | ROMAINE STEPHEN S | Director / Officer | F-InKind | D | Common Stock | 396 | 66.68 | 26.4K | 64,358 | D | ↗ |
| 2025-11-09 | McKenna John M | Officer | F-InKind | D | Common Stock | 123 | 66.68 | 8.2K | 14,868 | D | ↗ |
| 2025-11-09 | Mastin Stacie M | Director / Officer | F-InKind | D | Common Stock | 22 | 66.68 | 1.5K | 1,546 | D | ↗ |
| 2025-11-09 | Kunkel Ginger G | Officer | F-InKind | D | Common Stock | 80 | 66.68 | 5.3K | 4,404 | D | ↗ |
| 2025-11-09 | Kershaw David | Officer | F-InKind | D | Common Stock | 50 | 66.68 | 3.3K | 4,336 | D | ↗ |
| 2025-11-09 | Guarino Charles J | Officer | F-InKind | D | Common Stock | 105 | 66.68 | 7.0K | 2,914 | D | ↗ |
| 2025-11-09 | Fontaine Alyssa H | Officer | F-InKind | D | Common Stock | 167 | 66.68 | 11.1K | 8,689 | D | ↗ |
| 2025-11-09 | DeMilia David M | Officer | F-InKind | D | Common Stock | 52 | 66.68 | 3.5K | 5,942 | D | ↗ |
| 2025-11-09 | Anderson Johanna B | Officer | F-InKind | D | Common Stock | 105 | 66.68 | 7.0K | 1,971 | D | ↗ |
| 2025-11-03 | Torcello Diane D | Officer | F-InKind | D | Common Stock | 638 | 56.29 | 35.9K | 6,366 | D | ↗ |
| 2025-11-03 | McKenna John M | Officer | M-Exempt | D | Stock Appreciation Rights (SAR) | 2,235 | 56.29 | 125.8K | 0 | D | ↗ |
| 2025-11-03 | Kershaw David | Officer | M-Exempt | A | Common Stock | 705 | 56.29 | 39.7K | 5,032 | D | ↗ |
| 2025-10-31 | BOYCE DAVID S | Officer | D-Return | D | Common Stock | 4,031 | 0.00 | — | 20,818 | D | ↗ |
| 2025-10-15 | DeMilia David M | Officer | L-Small | A | Common Stock | 2 | 65.18 | 99.99 | 5,994 | D | ↗ |
| 2025-10-06 | Lee Angela B | Director | A-Award | A | Common Stock | 311 | 65.53 | 20.4K | 1,222 | D | ↗ |
| 2025-10-06 | Johnson Patricia A | Director | A-Award | A | Common Stock Drip | 269 | 65.53 | 17.6K | 6,187 | D | ↗ |
| 2025-10-03 | Fessenden Daniel J. | Director | A-Award | A | Phantom Stock | 470 | 0.00 | — | 11,210 | D | ↗ |
| 2025-10-03 | Eaton Helen | Director | A-Award | A | Phantom Stock | 132 | 0.00 | — | 2,532 | D | ↗ |
| 2025-10-03 | Davidson Heidi M | Director | A-Award | A | Phantom Stock | 132 | 0.00 | — | 1,713 | D | ↗ |
| 2025-10-03 | Coletti Janet M. | Director | A-Award | A | Phantom Stock | 151 | 0.00 | — | 684 | D | ↗ |
| 2025-10-03 | Catarisano Nancy E. | Director | A-Award | A | Phantom Stock | 132 | 0.00 | — | 6,014 | D | ↗ |
| 2025-09-15 | DeMilia David M | Officer | L-Small | A | Common Stock | 1 | 69.60 | 100.02 | 5,992 | D | ↗ |
| 2025-08-13 | DeMilia David M | Officer | L-Small | A | Common Stock | 1 | 66.88 | 99.99 | 5,966 | D | ↗ |
| 2025-07-14 | DeMilia David M | Officer | L-Small | A | Common Stock | 1 | 66.90 | 100.02 | 5,965 | D | ↗ |
| 2025-07-03 | Lee Angela B | Director | A-Award | A | Common Stock | 322 | 65.65 | 21.1K | 911 | D | ↗ |
| 2025-07-03 | Johnson Patricia A | Director | A-Award | A | Common Stock Drip | 268 | 65.65 | 17.6K | 5,863 | D | ↗ |
| 2025-07-02 | Fessenden Daniel J. | Director | A-Award | A | Phantom Stock | 593 | 0.00 | — | 10,640 | D | ↗ |
| 2025-07-02 | Eaton Helen | Director | A-Award | A | Phantom Stock | 314 | 0.00 | — | 2,042 | D | ↗ |
| 2025-07-02 | Davidson Heidi M | Director | A-Award | A | Phantom Stock | 132 | 0.00 | — | 1,379 | D | ↗ |
| 2025-07-02 | Coletti Janet M. | Director | A-Award | A | Phantom Stock | 82 | 0.00 | — | 528 | D | ↗ |
| 2025-07-02 | Catarisano Nancy E. | Director | A-Award | A | Phantom Stock | 334 | 0.00 | — | 5,523 | D | ↗ |
| 2025-06-12 | DeMilia David M | Officer | L-Small | A | Common Stock | 2 | 63.06 | 100.02 | 5,963 | D | ↗ |
| 2025-05-19 | ROMAINE STEPHEN S | Director / Officer | F-InKind | D | Common Stock | 1,478 | 64.14 | 94.8K | 65,557 | D | ↗ |
| 2025-05-14 | Tegan Jennifer R | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-05-14 | Rochon Thomas R. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-05-14 | DeMilia David M | Officer | L-Small | A | Common Stock | 2 | 64.48 | 100.01 | 5,937 | D | ↗ |
| 2025-05-13 | Eaton Helen | Director | — | — | Phantom Stock | 1,728 | 0.00 | — | 0 | D | ↗ |
| 2025-04-14 | DeMilia David M | Officer | L-Small | A | Common Stock | 2 | 56.09 | 100.01 | 5,935 | D | ↗ |
| 2025-04-04 | Lee Angela B | Director | A-Award | A | Common Stock | 303 | 63.35 | 19.2K | 589 | D | ↗ |
| 2025-04-03 | Tegan Jennifer R | Director | A-Award | A | Phantom Stock | 130 | 0.00 | — | 7,670 | D | ↗ |
| 2025-04-03 | Johnson Patricia A | Director | A-Award | A | Common Stock Drip | 278 | 63.35 | 17.6K | 5,543 | D | ↗ |
| 2025-04-03 | Fessenden Daniel J. | Director | A-Award | A | Phantom Stock | 293 | 0.00 | — | 9,953 | D | ↗ |
| 2025-04-03 | Coletti Janet M. | Director | A-Award | A | Phantom Stock | 85 | 0.00 | — | 442 | D | ↗ |
| 2025-04-03 | Catarisano Nancy E. | Director | A-Award | A | Phantom Stock | 137 | 0.00 | — | 5,010 | D | ↗ |
| 2025-03-12 | DeMilia David M | Officer | L-Small | A | Common Stock | 2 | 62.52 | 99.97 | 5,934 | D | ↗ |
| 2025-02-12 | DeMilia David M | Officer | L-Small | A | Common Stock | 1 | 69.92 | 99.99 | 5,909 | D | ↗ |
| 2025-01-15 | SPAIN MICHAEL H | Director | M-Exempt | D | Phantom Stock | 1,507 | 0.00 | — | 6,027 | D | ↗ |
| 2025-01-15 | Rochon Thomas R. | Director | M-Exempt | D | Phantom Stock | 2,826 | 0.00 | — | 11,304 | D | ↗ |
| 2025-01-15 | Johnson Patricia A | Director | M-Exempt | D | Phantom Stock | 711 | 0.00 | — | 0 | D | ↗ |
| 2025-01-13 | DeMilia David M | Officer | L-Small | A | Common Stock | 2 | 63.34 | 100.02 | 5,908 | D | ↗ |
| 2025-01-07 | Lee Angela B | Director | P-Purchase | A | Common Stock | 286 | 67.07 | 19.2K | 286 | D | ↗ |
| 2025-01-07 | Johnson Patricia A | Director | P-Purchase | A | Common Stock Drip | 263 | 67.07 | 17.6K | 4,508 | D | ↗ |
| 2025-01-03 | Tegan Jennifer R | Director | A-Award | A | Phantom Stock | 184 | 0.00 | — | 7,473 | D | ↗ |
| 2025-01-03 | Fessenden Daniel J. | Director | A-Award | A | Phantom Stock | 277 | 0.00 | — | 9,575 | D | ↗ |
| 2025-01-03 | Coletti Janet M. | Director | A-Award | A | Phantom Stock | 81 | 0.00 | — | 354 | D | ↗ |
| 2025-01-03 | Catarisano Nancy E. | Director | A-Award | A | Phantom Stock | 129 | 0.00 | — | 4,558 | D | ↗ |
| 2024-12-31 | DeMilia David M | Officer | — | — | Common Stock | 0 | 0.00 | — | 1,909 | I | ↗ |
| 2024-11-21 | WEBER ALFRED J | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-11-14 | DeMilia David M | Officer | F-InKind | D | Common Stock | 433 | 74.67 | 32.3K | 5,844 | D | ↗ |
| 2024-11-12 | Torcello Diane D | Officer | F-InKind | D | Common Stock | 34 | 74.62 | 2.5K | 6,157 | D | ↗ |
| 2024-11-12 | Tomazin Matthew D | Officer | F-InKind | D | Common Stock | 19 | 74.62 | 1.4K | 3,539 | D | ↗ |
| 2024-11-12 | ROMAINE STEPHEN S | Director / Officer | F-InKind | D | Common Stock | 308 | 74.62 | 23.0K | 67,035 | D | ↗ |
| 2024-11-12 | McKenna John M | Officer | F-InKind | D | Common Stock | 113 | 74.62 | 8.4K | 15,000 | D | ↗ |
| 2024-11-12 | Mastin Stacie M | Director / Officer | A-Award | A | Common Stock | 605 | 74.62 | 45.1K | 1,592 | D | ↗ |
| 2024-11-12 | Kunkel Ginger G | Officer | A-Award | A | Common Stock | 805 | 74.62 | 60.1K | 4,517 | D | ↗ |
| 2024-11-12 | Kershaw David | Officer | A-Award | A | Common Stock | 495 | 74.62 | 36.9K | 4,287 | D | ↗ |
| 2024-11-12 | Guarino Charles J | Officer | A-Award | A | Common Stock | 605 | 74.62 | 45.1K | 3,181 | D | ↗ |
| 2024-11-12 | Fontaine Alyssa H | Officer | F-InKind | D | Common Stock | 154 | 74.62 | 11.5K | 8,795 | D | ↗ |
| 2024-11-12 | DeMilia David M | Officer | F-InKind | D | Common Stock | 34 | 74.62 | 2.5K | 5,750 | D | ↗ |
| 2024-11-12 | BOYCE DAVID S | Officer | E-ExpireShort | D | Common Stock | 154 | 74.62 | 11.5K | 24,849 | D | ↗ |
| 2024-11-12 | Anderson Johanna B | Officer | A-Award | A | Common Stock | 805 | 74.62 | 60.1K | 2,076 | D | ↗ |
| 2024-11-11 | DeMilia David M | Officer | L-Small | A | Common Stock | 1 | 75.25 | 100.01 | 4,979 | D | ↗ |
| 2024-11-09 | Torcello Diane D | Officer | F-InKind | D | Common Stock | 47 | 73.70 | 3.5K | 5,461 | D | ↗ |
| 2024-11-09 | Tomazin Matthew D | Officer | F-InKind | D | Common Stock | 43 | 73.70 | 3.2K | 2,353 | D | ↗ |
| 2024-11-09 | ROMAINE STEPHEN S | Director / Officer | F-InKind | D | Common Stock | 396 | 73.70 | 29.2K | 63,863 | D | ↗ |
| 2024-11-09 | McKenna John M | Officer | F-InKind | D | Common Stock | 123 | 73.70 | 9.1K | 13,974 | D | ↗ |
| 2024-11-09 | Mastin Stacie M | Director / Officer | F-InKind | D | Common Stock | 15 | 73.70 | 1.1K | 1,009 | D | ↗ |
| 2024-11-09 | Kunkel Ginger G | Officer | F-InKind | D | Common Stock | 51 | 73.70 | 3.8K | 3,712 | D | ↗ |
| 2024-11-09 | Kershaw David | Officer | F-InKind | D | Common Stock | 50 | 73.70 | 3.7K | 3,871 | D | ↗ |
| 2024-11-09 | Guarino Charles J | Officer | F-InKind | D | Common Stock | 37 | 73.70 | 2.7K | 2,619 | D | ↗ |
| 2024-11-09 | Fontaine Alyssa H | Officer | F-InKind | D | Common Stock | 167 | 73.70 | 12.3K | 8,234 | D | ↗ |
| 2024-11-09 | DeMilia David M | Officer | F-InKind | D | Common Stock | 52 | 73.70 | 3.8K | 5,167 | D | ↗ |
| 2024-11-09 | BOYCE DAVID S | Officer | F-InKind | D | Common Stock | 215 | 73.70 | 15.8K | 24,055 | D | ↗ |
| 2024-11-04 | Torcello Diane D | Officer | F-InKind | D | Common Stock | 895 | 64.83 | 58.0K | 5,508 | D | ↗ |
| 2024-10-28 | Kershaw David | Officer | F-InKind | D | Common Stock | 1,103 | 60.75 | 67.0K | 3,921 | D | ↗ |
| 2024-10-11 | DeMilia David M | Officer | L-Small | A | Common Stock | 2 | 61.33 | 100.03 | 5,219 | D | ↗ |
| 2024-10-04 | WEBER ALFRED J | Director | A-Award | A | Common Stock | 315 | 56.09 | 17.7K | 14,690 | D | ↗ |
| 2024-10-04 | Rochon Thomas R. | Director | A-Award | A | Common Stock | 417 | 56.09 | 23.4K | 10,441 | D | ↗ |
| 2024-10-04 | Johnson Patricia A | Director | A-Award | A | Common Stock Drip | 285 | 56.09 | 16.0K | 4,210 | D | ↗ |
| 2024-10-02 | Tegan Jennifer R | Director | A-Award | A | Phantom Stock | 142 | 0.00 | — | 7,229 | D | ↗ |
| 2024-10-02 | Lee Angela B | Director | A-Award | A | Phantom Stock | 111 | 0.00 | — | 2,662 | D | ↗ |
| 2024-10-02 | Fessenden Daniel J. | Director | A-Award | A | Phantom Stock | 305 | 0.00 | — | 9,222 | D | ↗ |
| 2024-10-02 | Coletti Janet M. | Director | A-Award | A | Phantom Stock | 89 | 0.00 | — | 271 | D | ↗ |
| 2024-10-02 | Catarisano Nancy E. | Director | A-Award | A | Phantom Stock | 142 | 0.00 | — | 3,849 | D | ↗ |
| 2024-09-11 | DeMilia David M | Officer | L-Small | A | Common Stock | 2 | 55.15 | 99.99 | 5,217 | D | ↗ |
| 2024-08-29 | MCClurg John D | Director | P-Purchase | A | Common Stock | 127 | 61.26 | 7.8K | 12,834 | — | ↗ |
| 2024-08-12 | McKenna John M | Officer | M-Exempt | D | Stock Appreciation Rights (SAR) | 3,475 | 49.22 | 171.0K | 0 | — | ↗ |
| 2024-08-12 | DeMilia David M | Officer | L-Small | A | Common Stock | 2 | 53.78 | 100.03 | 5,195 | D | ↗ |
| 2024-08-02 | VALENTI SUSAN M. | Officer | M-Exempt | A | Common Stock | 3,475 | 49.22 | 171.0K | 21,508 | — | ↗ |
| 2024-08-02 | BOYCE DAVID S | Officer | G-Gift | D | Common Stock | 390 | 58.85 | 23.0K | 24,270 | — | ↗ |
| 2024-08-01 | Taylor Eric W | Officer | A-Award | A | Common Stock | 495 | 60.57 | 30.0K | 495 | — | ↗ |
| 2024-07-29 | Taylor Eric W | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-07-11 | Mastin Stacie M | Director / Officer | S-Sale | D | Common Stock | 100 | 51.00 | 5.1K | 0 | — | ↗ |
| 2024-07-11 | DeMilia David M | Officer | L-Small | A | Common Stock | 2 | 50.89 | 100.00 | 5,193 | D | ↗ |
| 2024-07-05 | WEBER ALFRED J | Director | A-Award | A | Common Stock | 424 | 46.27 | 19.6K | 14,375 | — | ↗ |
| 2024-07-05 | Rochon Thomas R. | Director | A-Award | A | Common Stock | 492 | 46.27 | 22.8K | 9,924 | — | ↗ |
| 2024-07-05 | Johnson Patricia A | Director | A-Award | A | Common Stock Drip | 337 | 46.27 | 15.6K | 3,885 | — | ↗ |
| 2024-07-02 | Tegan Jennifer R | Director | A-Award | A | Phantom Stock | 174 | 0.00 | — | 6,857 | — | ↗ |
| 2024-07-02 | Lee Angela B | Director | A-Award | A | Phantom Stock | 248 | 0.00 | — | 2,389 | — | ↗ |
| 2024-07-02 | Fessenden Daniel J. | Director | A-Award | A | Phantom Stock | 389 | 0.00 | — | 8,825 | — | ↗ |
| 2024-07-02 | Coletti Janet M. | Director | A-Award | A | Phantom Stock | 180 | 0.00 | — | 180 | — | ↗ |
| 2024-07-02 | Catarisano Nancy E. | Director | A-Award | A | Phantom Stock | 174 | 0.00 | — | 3,269 | — | ↗ |
| 2024-06-11 | DeMilia David M | Officer | L-Small | A | Common Stock | 2 | 43.85 | 100.02 | 5,192 | D | ↗ |
| 2024-05-21 | ROMAINE STEPHEN S | Director / Officer | F-InKind | D | Common Stock | 1,731 | 48.54 | 84.0K | 65,062 | — | ↗ |
| 2024-05-16 | Coletti Janet M. | Director | P-Purchase | A | Common Stock | 1,000 | 47.91 | 47.9K | 2,000 | — | ↗ |
| 2024-05-14 | FULMER JAMES W | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-14 | Coletti Janet M. | Director | — | D | Common Stock | 0 | 0.00 | — | 1,000 | — | ↗ |
| 2024-05-14 | BATTAGLIA PAUL J. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-14 | ALEXANDER JOHN E | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-13 | DeMilia David M | Officer | L-Small | A | Common Stock | 2 | 47.22 | 100.01 | 5,166 | D | ↗ |
| 2024-05-03 | Mastin Stacie M | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 1,140 | — | ↗ |
| 2024-05-03 | Lindberg Bonita N | Director / Officer | D-Return | D | Common Stock | 4,099 | 0.00 | — | 4,805 | — | ↗ |
| 2024-04-11 | DeMilia David M | Officer | L-Small | A | Common Stock | 2 | 43.39 | 100.01 | 5,164 | D | ↗ |
| 2024-04-04 | WEBER ALFRED J | Director | A-Award | A | Common Stock | 284 | 47.45 | 13.5K | 13,951 | — | ↗ |
| 2024-04-04 | Rochon Thomas R. | Director | A-Award | A | Common Stock | 478 | 47.45 | 22.7K | 9,322 | — | ↗ |
| 2024-04-04 | Johnson Patricia A | Director | A-Award | A | Common Stock Drip | 328 | 47.75 | 15.7K | 3,505 | — | ↗ |
| 2024-04-02 | Tegan Jennifer R | Director | A-Award | A | Phantom Stock | 197 | 0.00 | — | 6,235 | — | ↗ |
| 2024-04-02 | Lee Angela B | Director | A-Award | A | Phantom Stock | 252 | 0.00 | — | 1,978 | — | ↗ |
| 2024-04-02 | Fessenden Daniel J. | Director | A-Award | A | Phantom Stock | 133 | 0.00 | — | 8,116 | — | ↗ |
| 2024-04-02 | Catarisano Nancy E. | Director | A-Award | A | Phantom Stock | 176 | 0.00 | — | 3,058 | — | ↗ |
| 2024-04-02 | ALEXANDER JOHN E | Director | A-Award | A | Phantom Stock | 168 | 0.00 | — | 24,342 | — | ↗ |
| 2024-03-11 | DeMilia David M | Officer | L-Small | A | Common Stock | 2 | 50.36 | 100.01 | 5,162 | D | ↗ |
| 2024-02-20 | Rahilly Ita M | Director | P-Purchase | A | Common Stock | 1,982 | 50.46 | 100.0K | 8,454 | — | ↗ |
| 2024-02-12 | DeMilia David M | Officer | L-Small | A | Common Stock | 2 | 50.70 | 99.98 | 5,138 | D | ↗ |
| 2024-01-30 | WEBER ALFRED J | Director | M-Exempt | D | Phantom Stock | 646 | 0.00 | — | 4,056 | — | ↗ |
| 2024-01-30 | SPAIN MICHAEL H | Director | M-Exempt | D | Phantom Stock | 1,444 | 0.00 | — | 7,221 | — | ↗ |
| 2024-01-30 | Rochon Thomas R. | Director | M-Exempt | A | Common Stock | 2,323 | 0.00 | — | 8,745 | — | ↗ |
| 2024-01-30 | Johnson Patricia A | Director | M-Exempt | D | Phantom Stock | 346 | 0.00 | — | 681 | — | ↗ |
| 2024-01-30 | BATTAGLIA PAUL J. | Director | M-Exempt | D | Phantom Stock | 1,354 | 0.00 | — | 5,504 | — | ↗ |
| 2024-01-29 | WEBER ALFRED J | Director | M-Exempt | A | Common Stock | 165 | 0.00 | — | 13,021 | — | ↗ |
| 2024-01-29 | Rochon Thomas R. | Director | M-Exempt | A | Common Stock | 386 | 0.00 | — | 6,422 | — | ↗ |
| 2024-01-29 | Johnson Patricia A | Director | M-Exempt | A | Common Stock Drip | 335 | 0.00 | — | 2,794 | — | ↗ |
| 2024-01-29 | BATTAGLIA PAUL J. | Director | M-Exempt | A | Common Stock | 481 | 0.00 | — | 5,954 | — | ↗ |
| 2024-01-11 | DeMilia David M | Officer | L-Small | A | Common Stock | 2 | 53.21 | 99.98 | 5,136 | D | ↗ |
| 2024-01-04 | WEBER ALFRED J | Director | A-Award | A | Common Stock | 235 | 55.90 | 13.1K | 12,856 | — | ↗ |
| 2024-01-04 | Rochon Thomas R. | Director | A-Award | A | Common Stock | 395 | 55.90 | 22.1K | 6,036 | — | ↗ |
| 2024-01-04 | Johnson Patricia A | Director | A-Award | A | Common Stock Drip | 270 | 55.90 | 15.1K | 2,459 | — | ↗ |
| 2024-01-02 | Tegan Jennifer R | Director | A-Award | A | Phantom Stock | 159 | 0.00 | — | 5,968 | — | ↗ |
| 2024-01-02 | Lee Angela B | Director | A-Award | A | Phantom Stock | 203 | 0.00 | — | 1,706 | — | ↗ |
| 2024-01-02 | Fessenden Daniel J. | Director | A-Award | A | Phantom Stock | 108 | 0.00 | — | 7,890 | — | ↗ |
| 2024-01-02 | Catarisano Nancy E. | Director | A-Award | A | Phantom Stock | 142 | 0.00 | — | 2,355 | — | ↗ |
| 2024-01-02 | ALEXANDER JOHN E | Director | A-Award | A | Phantom Stock | 231 | 0.00 | — | 23,783 | — | ↗ |
| 2023-12-31 | DeMilia David M | Officer | — | I | Common Stock | 0 | 0.00 | — | 157 | — | ↗ |
| 2023-11-13 | Howard Brian A | Officer | D-Return | D | Common Stock | 312 | 89.21 | 27.8K | 7,067 | — | ↗ |
| 2023-11-12 | Torcello Diane D | Officer | F-InKind | D | Common Stock | 34 | 50.90 | 1.7K | 5,233 | — | ↗ |
Executive team
Top executives
EBIT / Employee
239.0K
Shares Outstanding
14.38M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Stephen S. Romaine President & CEO of Tompkins Financial Corporation | 887.5K | — | 629.8K | — | 594.0K | 1.11M | 3.22M | 19.55% | ↗ |
| 2 | 2025 | David S. Boyce Former President & CEO of Tompkins Insurance Agencies | 363.1K | 689.4K | — | — | — | 225.9K | 1.28M | 0.00% | ↗ |
| 3 | 2025 | John M. McKenna President of Tompkins Community Bank | 519.7K | — | 185.1K | — | 233.5K | 212.3K | 1.15M | 16.08% | ↗ |
| 4 | 2025 | Matthew D. Tomazin Executive Vice President & CFO of Tompkins Financial Corporation | 390.8K | — | 185.1K | — | 187.4K | 140.8K | 904.0K | 20.47% | ↗ |
| 5 | 2025 | Alyssa H. Fontaine Executive Vice President, GC & CRO of Tompkins Financial Corporation | 373.4K | 40.0K | 123.4K | — | 164.5K | 76.9K | 778.2K | 15.85% | ↗ |
| 6 | 2025 | David M. DeMilia President of Tompkins Community Bank Hudson Valley | 336.2K | — | 134.2K | — | 132.2K | 122.7K | 725.3K | 18.51% | ↗ |
| 7 | 2024 | Stephen S. Romaine President & CEO of Tompkins Financial Corporation | 854.7K | — | 519.4K | — | 432.5K | 68.1K | 1.87M | 27.70% | ↗ |
| 8 | 2024 | John M. McKenna President of Tompkins Community Bank | 493.8K | — | 179.8K | — | 192.4K | 80.1K | 946.1K | 19.01% | ↗ |
| 9 | 2024 | David S. Boyce Former President & CEO of Tompkins Insurance Agencies | 397.1K | — | 179.8K | — | 137.7K | 41.0K | 755.6K | 23.80% | ↗ |
| 10 | 2024 | David S. Boyce President & CEO of Tompkins Insurance Agencies | 397.1K | — | 179.8K | — | 137.7K | 41.0K | 755.6K | 23.80% | ↗ |
| 11 | 2024 | Matthew D. Tomazin Executive Vice President & CFO of Tompkins Financial Corporation | 357.6K | — | 179.8K | — | 126.6K | 57.8K | 721.9K | 24.91% | ↗ |
| 12 | 2024 | David M. DeMilia President of Tompkins Community Bank Hudson Valley | 324.9K | — | 120.1K | — | 112.8K | 118.9K | 676.7K | 17.75% | ↗ |
| 13 | 2023 | Stephen S. Romaine President & CEO of Tompkins Financial Corporation | 823.5K | 250.8K | 504.1K | — | — | 1.18M | 2.76M | 18.28% | ↗ |
| 14 | 2023 | John M. McKenna President of Tompkins Community Bank | 473.7K | 119.5K | 169.9K | — | — | 197.2K | 960.3K | 17.69% | ↗ |
| 15 | 2023 | David S. Boyce President & CEO of Tompkins Insurance Agencies | 384.0K | 92.0K | 118.4K | — | — | 276.5K | 870.9K | 13.59% | ↗ |
| 16 | 2023 | David S. Boyce Former President & CEO of Tompkins Insurance Agencies | 384.0K | 92.0K | 118.4K | — | — | 276.5K | 870.9K | 13.59% | ↗ |
| 17 | 2023 | Francis M. Fetsko Director of Strategy Development & Former CFO of Tompkins Financial Corporation | 436.0K | 102.4K | — | — | — | 306.2K | 844.6K | 0.00% | ↗ |
| 18 | 2023 | Ginger G. Kunkel President of Tompkins Community Bank Pennsylvania | 316.0K | 61.9K | 118.4K | — | — | 104.8K | 601.1K | 19.69% | ↗ |
| 19 | 2023 | Matthew D. Tomazin Executive Vice President & CFO of Tompkins Financial Corporation | 260.3K | 55.0K | 118.4K | — | — | 40.8K | 474.4K | 24.95% | ↗ |
| 20 | 2022 | Stephen S. Romaine President & CEO of Tompkins Financial Corporation | 786.8K | 400.0K | 504.4K | — | — | 71.1K | 1.76M | 28.62% | ↗ |
| 21 | 2022 | Francis M. Fetsko Director of Strategy Development & Former CFO of Tompkins Financial Corporation | 461.1K | 184.6K | 332.0K | — | — | 64.9K | 1.04M | 31.85% | ↗ |
| 22 | 2022 | Francis M. Fetsko Executive Vice President COO & CFO of the Company | 461.1K | 184.6K | 332.0K | — | — | 54.9K | 1.03M | 32.16% | ↗ |
| 23 | 2022 | John M. McKenna President of Tompkins Community Bank | 411.6K | 179.8K | 119.0K | — | — | 80.7K | 791.0K | 15.04% | ↗ |
| 24 | 2022 | John M. McKenna President of Tompkins Community Bank & Tompkins Western NY | 411.6K | 179.8K | 119.0K | — | — | 72.4K | 782.7K | 15.20% | ↗ |
| 25 | 2022 | Gregory J. Hartz President of Tompkins Central New York | 353.8K | 122.5K | 119.0K | — | — | 72.0K | 667.3K | 17.83% | ↗ |
| 26 | 2022 | David S. Boyce President & CEO of Tompkins Insurance Agencies | 368.1K | 128.3K | 119.0K | — | — | 44.8K | 660.1K | 18.02% | ↗ |
| 27 | 2021 | Stephen S. Romaine President & CEO of Tompkins Financial Corporation | 774.8K | 350.5K | 486.2K | — | — | 590.6K | 2.20M | 22.08% | ↗ |
| 28 | 2021 | Francis M. Fetsko Director of Strategy Development & Former CFO of Tompkins Financial Corporation | 455.5K | 167.2K | 319.5K | — | — | 180.2K | 1.12M | 28.47% | ↗ |
| 29 | 2021 | Francis M. Fetsko Executive Vice President COO & CFO of the Company | 455.5K | 167.2K | 319.5K | — | — | 168.8K | 1.11M | 28.76% | ↗ |
| 30 | 2021 | Scott L. Gruber President of Tompkins Pennsylvania | 397.3K | 123.5K | 114.2K | — | — | 221.6K | 856.6K | 13.33% | ↗ |
| 31 | 2021 | John M. McKenna President of Tompkins Community Bank | 349.2K | 118.0K | 114.2K | — | — | 124.5K | 706.0K | 16.18% | ↗ |
| 32 | 2021 | John M. McKenna President of Tompkins Community Bank & Tompkins Western NY | 349.2K | 118.0K | 114.2K | — | — | 108.9K | 690.3K | 16.54% | ↗ |
| 33 | 2021 | Agencies John M. McKenna President of Tompkins Community Bank & Tompkins Western NY | 349.2K | 118.0K | 114.2K | — | — | 108.9K | 690.3K | 16.54% | ↗ |
| 34 | 2021 | David S. Boyce President & CEO of Tompkins Insurance Agencies | 363.4K | 117.5K | 114.2K | — | — | 51.9K | 647.0K | 17.65% | ↗ |
| 35 | 2021 | David S. Boyce President & CEO of Tompkins Insurance | 363.4K | 117.5K | 114.2K | — | — | 44.4K | 639.4K | 17.86% | ↗ |
| 36 | 2020 | Stephen S. Romaine President & CEO of Tompkins Financial Corporation | 719.0K | 316.4K | 430.1K | — | — | 1.87M | 3.33M | 12.91% | ↗ |
| 37 | 2020 | Francis M. Fetsko Executive Vice President COO & CFO of the Company | 424.4K | 152.8K | 311.5K | — | — | 820.7K | 1.71M | 18.22% | ↗ |
| 38 | 2020 | David S. Boyce President & CEO of Tompkins Insurance Agencies | 337.9K | 102.9K | 111.3K | — | — | 613.6K | 1.17M | 9.55% | ↗ |
| 39 | 2020 | David S. Boyce President & CEO of Tompkins Insurance | 337.9K | 102.9K | 111.3K | — | — | 613.6K | 1.17M | 9.55% | ↗ |
| 40 | 2020 | Scott L. Gruber President of Tompkins Pennsylvania | 369.9K | 115.9K | 111.3K | — | — | 384.8K | 981.9K | 11.34% | ↗ |
| 41 | 2020 | Scott L. Gruber President & CEO of Tompkins VIST Bank | 369.9K | 115.9K | 111.3K | — | — | 384.8K | 981.9K | 11.34% | ↗ |
| 42 | 2020 | Agencies John M. McKenna President of Tompkins Community Bank & Tompkins Western NY | 304.5K | 92.7K | 111.3K | — | — | 188.4K | 696.9K | 15.98% | ↗ |
| 43 | 2020 | John M. McKenna President of Tompkins Community Bank & Tompkins Western NY | 304.5K | 92.7K | 111.3K | — | — | 188.4K | 696.9K | 15.98% | ↗ |
| 44 | 2020 | Agencies Brian A. Howard President of Tompkins Financial Advisors | 295.3K | 88.9K | 111.3K | — | — | 99.3K | 594.8K | 18.72% | ↗ |
| 45 | 2019 | Stephen S. Romaine President & CEO of Tompkins Financial Corporation | 664.2K | 312.8K | 430.0K | — | — | 1.78M | 3.18M | 13.51% | ↗ |
| 46 | 2019 | Francis M. Fetsko Executive Vice President COO & CFO of the Company | 420.8K | 146.0K | 311.3K | — | — | 856.2K | 1.73M | 17.95% | ↗ |
| 47 | 2019 | David S. Boyce President & CEO of Tompkins Insurance | 335.0K | 102.3K | 111.5K | — | — | 679.3K | 1.23M | 9.08% | ↗ |
| 48 | 2019 | Agencies Gregory J Hartz President & CEO of Tompkins Trust Company | 301.8K | 91.6K | 111.5K | — | — | 592.5K | 1.10M | 10.16% | ↗ |
| 49 | 2019 | Scott L. Gruber President & CEO of Tompkins VIST Bank | 367.0K | 114.6K | 111.5K | — | — | 375.8K | 968.9K | 11.51% | ↗ |
| 50 | 2019 | Scott L. Gruber President of Tompkins Pennsylvania | 367.0K | 114.6K | 111.5K | — | — | 375.8K | 968.9K | 11.51% | ↗ |
| 51 | 2019 | Agencies John M. McKenna President of Tompkins Community Bank & Tompkins Western NY | 300.3K | 92.7K | 111.5K | — | — | 170.4K | 559.5K | 19.93% | ↗ |
| 52 | 2019 | Agencies Brian A. Howard President of Tompkins Financial Advisors | 292.6K | 77.5K | 111.5K | — | — | 48.8K | 530.4K | 21.02% | ↗ |
| 53 | 2018 | Stephen S. Romaine President & CEO of Tompkins Financial Corporation | 636.4K | 304.0K | 387.0K | — | — | 62.1K | 1.39M | 27.85% | ↗ |
| 54 | 2018 | Scott L. Gruber President & CEO of Tompkins VIST Bank | 356.8K | 110.9K | 108.2K | — | — | 155.1K | 731.0K | 14.81% | ↗ |
| 55 | 2018 | Francis M. Fetsko Executive Vice President COO & CFO of the Company | 408.8K | 152.4K | 123.2K | — | — | 45.2K | 729.4K | 16.90% | ↗ |
| 56 | 2018 | David S. Boyce President & CEO of Tompkins Insurance | 325.3K | 109.1K | 108.2K | — | — | 38.6K | 581.3K | 18.62% | ↗ |
| 57 | 2018 | Agencies Gregory J Hartz President & CEO of Tompkins Trust Company | 293.6K | 95.8K | 108.2K | — | — | 62.1K | 559.7K | 19.34% | ↗ |
| 58 | 2018 | Agencies Brian A. Howard President of Tompkins Financial Advisors | 283.8K | 92.6K | 108.2K | — | — | 54.1K | 538.8K | 20.09% | ↗ |
| 59 | 2017 | Stephen S. Romaine President & CEO of Tompkins Financial Corporation | 605.5K | 307.0K | 367.7K | — | — | 836.1K | 2.12M | 17.37% | ↗ |
| 60 | 2017 | Francis M. Fetsko Executive Vice President COO & CFO of the Company | 357.9K | 158.0K | 104.9K | — | — | 433.9K | 1.05M | 9.95% | ↗ |
| 61 | 2017 | David S. Boyce President & CEO of Tompkins Insurance | 315.6K | 109.0K | 104.9K | — | — | 430.0K | 959.5K | 10.94% | ↗ |
| 62 | 2017 | Agencies Gregory J Hartz President & CEO of Tompkins Trust Company | 284.5K | 98.0K | 104.9K | — | — | 350.1K | 837.5K | 12.53% | ↗ |
| 63 | 2017 | Scott Gruber President & CEO of Tompkins VIST Bank | 345.2K | 121.0K | 104.9K | — | — | 238.8K | 810.0K | 12.96% | ↗ |
| 64 | 2017 | Scott L. Gruber President & CEO of Tompkins VIST Bank | 345.2K | 121.0K | 104.9K | — | — | 238.8K | 809.9K | 12.96% | ↗ |
| 65 | 2016 | Stephen S. Romaine President & CEO of Tompkins Financial Corporation | 577.9K | 225.0K | 200.7K | 22.3K | — | 455.3K | 1.48M | 15.06% | ↗ |
| 66 | 2016 | Francis M. Fetsko Executive Vice President COO & CFO of the Company | 336.0K | 98.4K | 92.8K | 10.3K | — | 293.0K | 830.6K | 12.42% | ↗ |
| 67 | 2016 | David S. Boyce President & CEO of Tompkins Insurance | 306.4K | 87.1K | 92.8K | 10.3K | — | 261.5K | 758.2K | 13.60% | ↗ |
| 68 | 2016 | Scott Gruber President & CEO of Tompkins VIST Bank | 333.8K | 96.2K | 92.8K | 10.3K | — | 165.3K | 698.4K | 14.77% | ↗ |
| 69 | 2016 | Scott L. Gruber President & CEO of Tompkins VIST Bank | 333.8K | 96.2K | 92.8K | 10.3K | — | 165.3K | 698.4K | 14.77% | ↗ |
| 70 | 2016 | Agencies Gregory J Hartz President & CEO of Tompkins | 274.7K | 79.1K | 92.8K | 10.3K | — | 217.8K | 674.7K | 15.29% | ↗ |
| 71 | 2016 | Agencies Gregory J Hartz President & CEO of Tompkins Trust Company | 274.7K | 79.1K | 92.8K | 10.3K | — | 217.8K | 674.7K | 15.29% | ↗ |
| 72 | 2015 | Stephen S. Romaine President & CEO of Tompkins Financial Corporation | 555.4K | 206.1K | 173.4K | 43.3K | — | 74.5K | 1.05M | 20.58% | ↗ |
| 73 | 2015 | Scott Gruber President & CEO of Tompkins VIST Bank | 321.6K | 89.5K | 80.2K | 20.0K | — | 115.8K | 627.1K | 15.98% | ↗ |
| 74 | 2015 | Francis M. Fetsko Executive Vice President COO & CFO of the Company | 323.5K | 89.0K | 80.2K | 20.0K | — | 111.8K | 624.5K | 16.05% | ↗ |
| 75 | 2015 | David S. Boyce President & CEO of Tompkins Insurance Agencies | 298.2K | 81.0K | 80.2K | 20.0K | — | 68.3K | 547.6K | 18.30% | ↗ |
| 76 | 2015 | David S. Boyce President & CEO of Tompkins Insurance | 298.2K | 81.0K | 80.2K | 20.0K | — | 68.3K | 547.6K | 18.30% | ↗ |
| 77 | 2015 | Agencies Gregory J Hartz President & CEO of Tompkins | 265.4K | 73.5K | 80.2K | 20.0K | — | 92.8K | 532.0K | 18.84% | ↗ |
| 78 | 2015 | Gregory J Hartz President & CEO of Tompkins Trust Company | 265.4K | 73.5K | 80.2K | 20.0K | — | 92.8K | 532.0K | 18.84% | ↗ |
| 79 | 2015 | Agencies Gregory J Hartz President & CEO of Tompkins Trust Company | 265.4K | 73.5K | 80.2K | 20.0K | — | 92.8K | 532.0K | 18.84% | ↗ |
| 80 | 2014 | Stephen S. Romaine President & CEO of Tompkins Financial Corporation | 533.9K | 188.0K | 350.6K | 61.2K | — | 1.05M | 2.18M | 18.85% | ↗ |
| 81 | 2014 | James W. Fulmer Vice Chair of the Company; Chairman, President & CEO of Tompkins Bank of Castile | 329.0K | 90.0K | 27.7K | — | — | 723.4K | 1.17M | 2.36% | ↗ |
| 82 | 2014 | Francis M. Fetsko Executive Vice President COO & CFO of the Company | 311.5K | 83.0K | 157.6K | 28.9K | — | 564.5K | 1.15M | 16.28% | ↗ |
| 83 | 2014 | David S. Boyce President & CEO of Tompkins Insurance Agencies | 288.8K | 74.5K | 157.6K | 28.9K | — | 480.2K | 1.03M | 18.11% | ↗ |
| 84 | 2014 | David S. Boyce President & CEO of Tompkins Insurance | 288.8K | 74.5K | 157.6K | 28.9K | — | 480.2K | 1.03M | 18.11% | ↗ |
| 85 | 2014 | Agencies Gregory J Hartz President & CEO of Tompkins | 257.7K | 65.0K | 179.0K | 28.9K | — | 398.6K | 929.2K | 22.38% | ↗ |
| 86 | 2014 | Gregory J Hartz President & CEO of Tompkins Trust Company | 257.7K | 65.0K | 179.0K | 28.9K | — | 398.6K | 929.2K | 22.38% | ↗ |
| 87 | 2014 | Scott Gruber President & CEO of Tompkins VIST Bank | 309.2K | 85.5K | 130.0K | 28.9K | — | 175.2K | 728.8K | 21.80% | ↗ |
| 88 | 2013 | Stephen S. Romaine President & CEO of Tompkins Financial Corporation | 505.8K | 200.0K | 365.9K | 59.6K | — | 51.5K | 1.18M | 35.97% | ↗ |
| 89 | 2013 | Stephen S. Romaine President & CEO of Tompkins | 505.8K | 200.0K | 365.9K | 59.6K | — | 37.3K | 1.17M | 36.41% | ↗ |
| 90 | 2013 | James W. Fulmer Vice Chair of the Company; Chairman, President & CEO of Tompkins Bank of Castile | 316.5K | 93.3K | 172.7K | 29.0K | — | 42.6K | 654.1K | 30.84% | ↗ |
| 91 | 2013 | Francis M. Fetsko Executive Vice President COO & CFO of the Company | 296.7K | 85.1K | 172.7K | 29.0K | — | 36.9K | 621.4K | 32.46% | ↗ |
| 92 | 2013 | Francis M. Fetsko Executive Vice President COO & CFO of Tompkins | 297.7K | 85.1K | 172.7K | 29.0K | — | 28.6K | 613.1K | 32.90% | ↗ |
| 93 | 2013 | David S. Boyce President & CEO of Tompkins Insurance Agencies | 276.3K | 80.9K | 172.7K | 29.0K | — | 34.1K | 593.0K | 34.01% | ↗ |
| 94 | 2013 | Gregory J Hartz President & CEO of Tompkins Trust Company | 247.5K | 72.0K | 172.7K | 29.0K | — | 21.3K | 542.5K | 37.18% | ↗ |
| 95 | 2013 | Robert D. Davis CEO of Tompkins VIST Bank (retired 12/31/2013) | 400.0K | — | — | — | — | 38.7K | 438.7K | 0.00% | ↗ |
| 96 | 2013 | Scott Gruber President & CEO of Tompkins VIST Bank | 195.0K | — | — | — | — | 11.1K | 206.1K | 0.00% | ↗ |
| 97 | 2012 | Stephen S. Romaine President & CEO of Tompkins | 474.9K | 144.0K | — | — | — | 579.4K | 1.20M | 0.00% | ↗ |
| 98 | 2012 | Stephen S. Romaine President & CEO of Tompkins Financial Corporation | 474.9K | 144.0K | — | — | — | 571.5K | 1.19M | 0.00% | ↗ |
| 99 | 2012 | James W. Fulmer Vice Chair of the Company; Chairman, President & CEO of The Bank of Castile | 305.5K | 75.0K | — | — | — | 315.6K | 696.1K | 0.00% | ↗ |
| 100 | 2012 | James W. Fulmer Vice Chair of the Company; Chairman, President & CEO of Tompkins Bank of Castile | 305.5K | 75.0K | — | — | — | 310.3K | 690.8K | 0.00% | ↗ |
| 101 | 2012 | Francis M. Fetsko Executive Vice President & CFO of Tompkins | 281.9K | 66.2K | — | — | — | 310.9K | 659.0K | 0.00% | ↗ |
| 102 | 2012 | Francis M. Fetsko Executive Vice President COO & CFO of Tompkins | 281.9K | 66.2K | — | — | — | 310.9K | 659.0K | 0.00% | ↗ |
| 103 | 2012 | Francis M. Fetsko Executive Vice President COO & CFO of the Company | 281.9K | 66.2K | — | — | — | 307.3K | 655.4K | 0.00% | ↗ |
| 104 | 2012 | Gerald J. Klein, Jr President & CEO of Mahopac National | 238.4K | 43.2K | — | — | — | 275.0K | 556.6K | 0.00% | ↗ |
| 105 | 2012 | Gregory J. Hartz President & CEO of Tompkins Trust Company | 237.1K | 54.6K | — | — | — | 189.0K | 480.7K | 0.00% | ↗ |
| 106 | 2012 | David S. Boyce President & CEO of Tompkins Insurance Agencies | 219.6K | 51.6K | — | — | — | 170.0K | 441.1K | 0.00% | ↗ |
| 107 | 2012 | Robert D. Davis CEO of Tompkins VIST Bank (retired 12/31/2013) | 169.2K | — | — | — | — | 3.7K | 172.9K | 0.00% | ↗ |
| 108 | 2011 | Stephen S. Romaine President & CEO of Tompkins | 451.9K | 175.0K | 127.1K | 97.3K | — | 712.8K | 1.56M | 14.34% | ↗ |
| 109 | 2011 | James W. Fulmer Vice Chair of the Company; Chairman, President & CEO of The Bank of Castile | 293.8K | 84.5K | 63.5K | 48.6K | — | 511.4K | 1.00M | 11.20% | ↗ |
| 110 | 2011 | James W. Fulmer Vice Chair of the Company; Chairman, President & CEO of Tompkins Bank of Castile | 293.8K | 84.5K | 63.5K | 48.6K | — | 511.4K | 1.00M | 11.20% | ↗ |
| 111 | 2011 | Gregory J. Hartz President & CEO of Tompkins Trust Company | 229.0K | 64.1K | 63.5K | 48.6K | — | 479.4K | 884.6K | 12.68% | ↗ |
| 112 | 2011 | Gerald J. Klein, Jr President & CEO of Mahopac National | 233.5K | 57.0K | 63.5K | 48.6K | — | 369.3K | 772.1K | 14.53% | ↗ |
| 113 | 2011 | Francis M. Fetsko Executive Vice President COO & CFO of Tompkins | 252.5K | 71.0K | 63.5K | 48.6K | — | 303.5K | 739.2K | 15.18% | ↗ |
| 114 | 2011 | Francis M. Fetsko Executive Vice President & CFO of Tompkins | 252.5K | 71.0K | 63.5K | 48.6K | — | 303.5K | 739.2K | 15.18% | ↗ |
| 115 | 2011 | David S. Boyce President & CEO of Tompkins Insurance Agencies | 211.2K | 58.1K | 63.5K | 48.6K | — | 246.6K | 628.0K | 17.86% | ↗ |
| 116 | 2010 | Stephen S. Romaine President & CEO of the Company | 444.6K | 165.0K | — | — | — | 285.7K | 895.3K | 0.00% | ↗ |
| 117 | 2010 | Stephen S. Romaine President & CEO of Tompkins | 444.6K | 165.0K | — | — | — | 285.7K | 895.3K | 0.00% | ↗ |
| 118 | 2010 | James W. Fulmer Vice Chair of the Company; Chairman, President & CEO of The Bank of Castile | 292.9K | 80.4K | — | — | — | 334.1K | 707.4K | 0.00% | ↗ |
| 119 | 2010 | James W. Fulmer Vice Chair of the Company, Chairman, President & CEO of The Bank of Castile | 292.9K | 80.4K | — | — | — | 334.1K | 707.4K | 0.00% | ↗ |
| 120 | 2010 | Robert B. Bantle Executive Vice President | 183.2K | 49.5K | — | — | — | 247.9K | 480.6K | 0.00% | ↗ |
| 121 | 2010 | Gerald J. Klein, Jr President & CEO of Mahopac National | 235.5K | 57.6K | — | — | — | 165.8K | 458.8K | 0.00% | ↗ |
| 122 | 2010 | Gerald J. Klein, Jr President & CEO of Mahopac National Bank | 235.5K | 57.6K | — | — | — | 165.8K | 458.8K | 0.00% | ↗ |
| 123 | 2010 | Francis M. Fetsko Executive Vice President & CFO of Tompkins | 250.5K | 68.0K | — | — | — | 138.5K | 457.0K | 0.00% | ↗ |
| 124 | 2010 | Francis M. Fetsko Executive Vice President & CFO of the Company | 250.5K | 68.0K | — | — | — | 138.5K | 457.0K | 0.00% | ↗ |
| 125 | 2010 | Gregory J. Hartz President & CEO of Tompkins Trust Company | 228.8K | 61.5K | — | — | — | 61.7K | 352.0K | 0.00% | ↗ |
| 126 | 2009 | Stephen S. Romaine President & CEO of the Company | 390.1K | 155.0K | — | 288.9K | — | 209.6K | 1.04M | 27.68% | ↗ |
| 127 | 2009 | James W. Fulmer Vice Chair of the Company, Chairman, President & CEO of The Bank of Castile | 270.0K | 75.1K | — | 144.4K | — | 313.8K | 803.4K | 17.98% | ↗ |
| 128 | 2009 | Gerald J. Klein, Jr President & CEO of Mahopac National Bank | 213.1K | 59.1K | — | 144.4K | — | 127.0K | 543.5K | 26.57% | ↗ |
| 129 | 2009 | Francis M. Fetsko Executive Vice President & CFO of the Company | 225.1K | 67.5K | — | 144.4K | — | 98.7K | 535.6K | 26.97% | ↗ |
| 130 | 2009 | Francis M. Fetsko Executive Vice President & CFO of the Company & Tompkins Trust Company | 225.1K | 67.5K | — | 144.4K | — | 98.7K | 535.6K | 26.97% | ↗ |
| 131 | 2009 | Gregory J. Hartz President & CEO of Tompkins Trust Company | 211.6K | 61.3K | — | 144.4K | — | 53.2K | 470.5K | 30.70% | ↗ |
| 132 | 2009 | Robert B. Bantle Executive Vice President | 169.7K | 48.2K | — | 144.4K | — | 101.4K | 463.7K | 31.14% | ↗ |
| 133 | 2008 | Stephen S. Romaine President & CEO of the Company | 340.0K | 150.0K | — | — | — | 153.1K | 643.1K | 0.00% | ↗ |
| 134 | 2008 | James W. Fulmer Vice Chair of the Company, Chairman, President & CEO of The Bank of Castile | 260.5K | 85.0K | — | — | — | 247.7K | 593.2K | 0.00% | ↗ |
| 135 | 2008 | David S. Boyce President & CEO of Tompkins Insurance Agencies, Inc. | 185.0K | 55.5K | — | 53.6K | — | 254.8K | 548.9K | 9.77% | ↗ |
| 136 | 2008 | Gerald J. Klein, Jr President & CEO of Mahopac National Bank | 201.0K | 65.3K | — | — | — | 203.9K | 470.2K | 0.00% | ↗ |
| 137 | 2008 | Francis M. Fetsko Executive Vice President & CFO of the Company & Tompkins Trust Company | 210.0K | 68.0K | — | — | — | 190.7K | 468.7K | 0.00% | ↗ |
| 138 | 2008 | Francis M. Fetsko Executive Vice President & CFO of the Company | 210.0K | 68.0K | — | — | — | 190.7K | 468.7K | 0.00% | ↗ |
| 139 | 2008 | Gregory J. Hartz President & CEO of Tompkins Trust Company | 202.5K | 60.8K | — | — | — | 40.0K | 303.2K | 0.00% | ↗ |
| 140 | 2008 | Robert B. Bantle Executive Vice President | 164.0K | 44.3K | — | — | — | 87.4K | 295.7K | 0.00% | ↗ |
| 141 | 2007 | Stephen S. Romaine President & CEO of the Company | 325.0K | 112.8K | — | 406.3K | — | 235.3K | 1.08M | 37.64% | ↗ |
| 142 | 2007 | Stephen S. Romaine President & CEO of Tompkins Financial Corporation | 325.0K | 112.8K | — | 102.7K | — | 235.3K | 616.4K | 16.66% | ↗ |
| 143 | 2007 | James W. Fulmer Vice Chair of the Company, Chairman, President & CEO of The Bank of Castile | 253.0K | 70.0K | — | 135.4K | — | 120.4K | 578.8K | 23.40% | ↗ |
| 144 | 2007 | Gerald J. Klein, Jr President & CEO of Mahopac National Bank | 195.0K | 38.0K | — | 237.0K | — | 74.1K | 544.1K | 43.55% | ↗ |
| 145 | 2007 | Gregory J. Hartz President & CEO of Tompkins Trust Company | 195.0K | 40.0K | — | 237.0K | — | 27.3K | 499.2K | 47.47% | ↗ |
| 146 | 2007 | James W. Fulmer Vice Chair of the Company, Chairman, President & CEO of Bank of Castile | 253.0K | 70.0K | — | 57.8K | — | 120.4K | 473.5K | 12.20% | ↗ |
| 147 | 2007 | Francis M. Fetsko Executive Vice President & CFO of the Company & Tompkins Trust Company | 200.0K | 40.0K | — | 135.4K | — | 54.9K | 430.3K | 31.47% | ↗ |
| 148 | 2007 | Francis M. Fetsko Executive Vice President Tompkins Trust Company | 200.0K | 40.0K | — | 69.3K | — | 54.9K | 343.9K | 20.15% | ↗ |
| 149 | 2007 | David S. Boyce President & CEO of Tompkins Insurance Agencies, Inc. | 177.5K | 37.5K | — | 49.9K | — | 58.8K | 323.7K | 15.41% | ↗ |
| 150 | 2007 | Gerald J. Klein, Jr. President & CEO of Mahopac National | 195.0K | 38.0K | — | 24.7K | — | 74.1K | 310.7K | 7.94% | ↗ |
| 151 | 2007 | Bank Gregory J. Hartz President & CEO of Tompkins Trust Company | 195.0K | 40.0K | — | 22.7K | — | 27.3K | 267.9K | 8.47% | ↗ |
| 152 | 2006 | James W. Fulmer Vice Chair of the Company, Chairman, President & CEO of Bank of Castile | 241.0K | 63.2K | — | 54.6K | — | 111.5K | 470.2K | 11.60% | ↗ |
| 153 | 2006 | James W. Fulmer Vice Chair of the Company, Chairman, President & CEO of The Bank of Castile | 241.0K | 63.2K | — | 54.6K | — | 111.5K | 470.2K | 11.60% | ↗ |
| 154 | 2006 | Stephen S. Romaine President & CEO of Tompkins Financial Corporation | 208.0K | 40.0K | — | 82.7K | — | 67.2K | 397.9K | 20.79% | ↗ |
| 155 | 2006 | Stephen S. Romaine President & CEO of the Company | 208.0K | 40.0K | — | 82.7K | — | 67.2K | 397.9K | 20.79% | ↗ |
| 156 | 2006 | Francis M. Fetsko Executive Vice President Tompkins Trust Company | 190.0K | 35.5K | — | 77.3K | — | 54.0K | 358.4K | 21.57% | ↗ |
| 157 | 2006 | Francis M. Fetsko Executive Vice President & CFO of the Company & Tompkins Trust Company | 190.0K | 35.5K | — | 77.3K | — | 54.0K | 358.4K | 21.57% | ↗ |
| 158 | 2006 | Gerald J. Klein, Jr President & CEO of Mahopac National Bank | 168.4K | 35.5K | — | 10.1K | — | 108.8K | 322.8K | 3.14% | ↗ |
| 159 | 2006 | David S. Boyce President & CEO of Tompkins Insurance Agencies, Inc. | 159.6K | 34.5K | — | 61.3K | — | 53.0K | 308.4K | 19.87% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Stephen S. Romaine | President, Chief Executive Officer & Director | 2M | male |
| Matthew Tomazin | Executive Vice President, Chief Financial Officer & Treasurer | 718.9K | male |
| Alyssa H. Fontaine | Executive Vice President, General Counsel, Secretary & Chief Risk Officer | 637.1K | female |
| Ginger G. Kunkel | Executive Vice President | 586.2K | female |
| John McKenna | Executive Vice President | 586.2K | male |
| David DeMilia | Executive Vice President | 586.2K | male |
| Stacie Mastin | Senior Vice President & Director of Human Resources | — | female |
| David Kershaw | Senior Vice President of Finance & Accounting and Chief Accounting Officer | — | male |
| Bradley G. James | Senior Vice President & Chief Technology Officer | — | male |
| Janet L. Hewitt | Assistant Vice President and Corporate Administrative & Investor Relations Officer | — | female |
| Richard Dolge | Senior Vice President | — | male |
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
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for TMP
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.
