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USCB Financial Holdings, Inc. (USCB)

USD20.34 +0.28 (+1.40%)
US NASDAQ Financial Services Banks - Regional
Address 2301 NW 87th Avenue 33172
Doral, FL, US
CEO Luis de la Aguilera
IPO 2021-07-22
CIK 1901637 ISIN US90355N1019

Explore sections of this company profile

Description

USCB Financial Holdings, Inc. operates as the bank holding company for U.S. Century Bank that provides various personal and business banking products and services in the United States. The company offers small business administration and yacht lending services; homeowners association services, including deposit collection, lockbox services, payment services, and lending products; jurist advantage and private client group services; correspondent banking services for banks in certain Latin America and the Caribbean countries. It also provides deposit products, including commercial and consumer checking accounts, money market deposit accounts, savings accounts, and certificates of deposit; treasury, commercial payment, and cash management services; insured cash sweep and certificate of deposit account registry services; and clients title insurance policies for real estate transactions. The company was founded in 2002 and is headquartered in Doral, Florida.

News Sentiment (7d)
50 Neutral

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
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
Averages
Trend
Price
Levels
Draw
USD20.34 +0.28 (+1.40%)
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Volume Profile
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Liquidity & share structure
Average Volume
64.0K
Beta
0.52
Float Shares
8.95M
Free Float %
49.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.00% -1.07% +1.64% -2.06% +4.22% +0.65% +14.30% +86.90% +71.35% +71.35% +71.35%
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
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (3 ratings, all time) Buy
Price Targets & DCF
Current price
20.34
Low 24.00 +18.0%
Consensus 24.00 +18.0%
Median 24.00 +18.0%
High 24.00 +18.0%
DCF (Levered) 39.68 +95.1%

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) 60% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 1 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
24.00
+18.0%
Last Year 1
24.00
+18.0%
All Time 1
24.00
+18.0%
Quality scores
Altman Z-Score
0.16
Distress
Piotroski F-Score
8 / 9
Strong
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    +5.6% Q1'26: -30.5% (vs Q1'25)
  • EPS growth
    +4.8% Q1'26: +34.2% (vs Q1'25)
  • FCF margin
    Q1'26: +57.1% (vs Q1'25)
  • EBIT margin
    Q1'26: +44.6% (vs Q1'25)
  • ROIC
    Q1'26: -92.3% (vs Q1'25)
  • Share dilution
    -7.5% Q1'26: -9.2% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 1.98× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.53) × ERP
WACC = 79% × Ke + 21% × Kd (68.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 20.34
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
4 EPS Ana.
Dec 2027
3 Rev. Ana.
4 EPS Ana.
Revenue
63.94M
est: 60.16M (+6.3%)
76.17M
est: 70.82M (+7.5%)
108.42M
est: 66.71M (+62.5%)
143.97M
est: 82.08M (+75.4%)
152.08M
est: 98.57M (+54.3%)
108.82M
108.17M – 109.15M
+10.4% YoY
118.49M
117.15M – 119.83M
+8.9% YoY
EBITDA
28.71M
est: 18.05M (+59.1%)
27.77M
est: 21.24M (+30.7%)
22.39M
est: 19.86M (+12.7%)
33.06M
est: 24.44M (+35.3%)
36.37M
est: 29.35M (+23.9%)
32.41M
32.21M – 32.50M
+10.4% YoY
35.29M
34.89M – 35.68M
+8.9% YoY
EBIT
27.68M
est: 17.37M (+59.4%)
27.09M
est: 20.45M (+32.5%)
21.80M
est: 19.36M (+12.6%)
32.48M
est: 23.82M (+36.3%)
35.92M
est: 28.61M (+25.5%)
31.59M
31.40M – 31.68M
+10.4% YoY
34.39M
34.00M – 34.78M
+8.9% YoY
Net Income
21.08M
est: 19.04M (+10.7%)
20.14M
est: 21.55M (-6.5%)
16.55M
est: 16.26M (+1.8%)
24.67M
est: 23.19M (+6.4%)
26.10M
est: 31.78M (-17.9%)
36.75M
36.39M – 37.12M
+15.7% YoY
40.66M
39.60M – 41.45M
+10.6% YoY
SGA
21.44M
est: 17.33M (+23.7%)
23.94M
est: 20.40M (+17.4%)
24.43M
est: 17.80M (+37.3%)
28.79M
est: 21.90M (+31.5%)
39.37M
est: 26.30M (+49.7%)
29.03M
28.86M – 29.12M
+10.4% YoY
31.61M
31.25M – 31.97M
+8.9% YoY
EPS
-6.72
est: 0.96 (-800.0%)
1.01
est: 1.09 (-7.1%)
0.84
est: 0.89 (-5.3%)
1.25
est: 1.26 (-1.0%)
1.34
est: 1.73 (-22.6%)
2.00
1.98 – 2.02
+15.7% YoY
2.20
2.16 – 2.26
+9.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-27 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-26 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-22 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-21 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-20 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-19 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-18 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-15 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-14 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-13 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-12 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-11 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-08 B+ 3/5 5/5 4/5 4/5 2/5 2/5 2/5
2026-05-07 B+ 3/5 5/5 4/5 4/5 2/5 2/5 2/5
2026-05-06 B+ 3/5 5/5 4/5 4/5 2/5 2/5 2/5
2026-05-05 B+ 3/5 5/5 4/5 4/5 2/5 2/5 2/5
2026-05-04 B+ 3/5 5/5 4/5 4/5 2/5 2/5 2/5
2026-05-01 B+ 3/5 5/5 4/5 4/5 2/5 2/5 2/5
2026-04-30 B+ 3/5 5/5 4/5 4/5 2/5 2/5 2/5
2026-04-29 A- 4/5 5/5 4/5 4/5 2/5 3/5 2/5
2026-04-28 A- 4/5 5/5 4/5 4/5 2/5 3/5 2/5
2026-04-27 A- 4/5 5/5 4/5 4/5 2/5 3/5 2/5
2026-04-24 B+ 3/5 5/5 4/5 4/5 2/5 2/5 2/5
2026-04-23 A- 4/5 5/5 4/5 4/5 2/5 3/5 2/5
2026-04-22 A- 4/5 5/5 4/5 4/5 2/5 3/5 2/5
2026-04-21 A- 4/5 5/5 4/5 4/5 2/5 3/5 2/5
2026-04-20 A- 4/5 5/5 4/5 4/5 2/5 3/5 2/5
2026-04-17 A- 4/5 5/5 4/5 4/5 2/5 3/5 2/5
2026-04-16 A- 4/5 5/5 4/5 4/5 2/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
41.52M
OE per share TTM
2.08
Owner's Yield
12.21%
Maintenance CapEx ratio
25.02%
Maint CapEx / Avg PPE
17.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
91
Total invested
215.34M
Insider transactions (90d)
15
Beneficial owners (>5%)
8
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 HOWARD FEINGLASS 4.50M 22.50% 11.5K 4.49M 11.5K 4.49M IN United States 2022-01-06
2 PRIAM CAPITAL ASSOCIATES II, LLC 4.49M 22.40% 4.49M 4.49M OO Delaware 2022-01-06
3 PRIAM CAPITAL FUND II, LP 4.49M 22.40% 4.49M 4.49M PN Delaware 2022-01-06
4 Endeavour Capital Advisors Inc. 995.2K 5.10% 995.2K 995.2K IA 2023-08-11
5 Endeavour Regional Bank Opportunities Fund II LP. 995.2K 5.10% 995.2K 995.2K PN 2023-08-11
6 Jonah Marcus 995.2K 5.10% 995.2K 995.2K HC, IN 2023-08-11
7 Laurence M. Austin 995.2K 5.10% 995.2K 995.2K HC, IN 2023-08-11
8 Mitchell J. Katz 995.2K 5.10% 995.2K 995.2K HC, IN 2023-08-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
91
-1 vs prev Q
New positions
10
Closed positions
11
Increased
37
Reduced
30
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 1.86M -179.6K (-8.8%) 34.19M -1.3M (-3.8%) 10.25% +0.096 pp 10.66% -0.575 pp USD17.45 +5.6% 2 qtrs
2 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 1.32M +71.7K (+5.8%) 24.25M +2.5M (+11.6%) 7.27% +1.061 pp 0.02% +0.002 pp USD17.50 +5.3% 2 qtrs
3 ENDEAVOUR CAPITAL ADVISORS INC 1.06M -189.8K (-15.2%) 19.48M -2.3M (-10.5%) 5.84% -0.382 pp 5.42% -1.164 pp USD11.90 +54.8% 17 qtrs
4 BLACKROCK, INC. 944.9K +26.2K (+2.9%) 17.41M +1.4M (+8.6%) 5.22% +0.636 pp 0.00% +0.000 pp USD15.86 +16.1% 6 qtrs
5 ALLIANCEBERNSTEIN L.P. 941.4K -16.9K (-1.8%) 17.34M +618.8K (+3.7%) 5.20% +0.419 pp 0.01% +0.000 pp USD13.43 +37.2% 17 qtrs
6 VANGUARD GROUP INC 723.8K -16.4K (-2.2%) 13.33M +415.5K (+3.2%) 3.99% +0.305 pp 0.00% +0.000 pp USD15.10 +22.0% 17 qtrs
7 MENDON CAPITAL ADVISORS CORP 487.1K +— (+0.0%) 8.97M +475.8K (+5.6%) 2.69% +0.260 pp 2.66% -0.602 pp USD13.08 +40.8% 9 qtrs
8 RMB CAPITAL MANAGEMENT, LLC 448.6K +10.0 (+0.0%) 8.26M +435.4K (+5.6%) 2.48% +0.240 pp 0.14% 0.000 pp USD11.73 +57.0% 15 qtrs
9 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 438.2K +— (+0.0%) 8.07M +425.1K (+5.6%) 2.42% +0.234 pp 0.33% +0.013 pp USD12.37 +48.9% 9 qtrs
10 PACIFIC RIDGE CAPITAL PARTNERS, LLC 341.2K -10.1K (-2.9%) 6.28M +154.0K (+2.5%) 1.88% +0.132 pp 1.38% +0.032 pp USD13.02 +41.5% 17 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 254.3K +6.2K (+2.5%) 4.68M +355.6K (+8.2%) 1.40% +0.167 pp 0.00% +0.000 pp USD12.56 +46.7% 16 qtrs
12 KENNEDY CAPITAL MANAGEMENT LLC 243.4K +— (+0.0%) 4.48M +236.1K (+5.6%) 1.34% +0.130 pp 0.10% +0.001 pp USD17.14 +7.5% 17 qtrs
13 DIMENSIONAL FUND ADVISORS LP 172.6K +17.6K (+11.4%) 3.18M +475.1K (+17.6%) 0.95% +0.180 pp 0.00% +0.000 pp USD14.81 +24.4% 12 qtrs
14 MALTESE CAPITAL MANAGEMENT LLC 167.8K -94.3K (-36.0%) 3.09M -1.5M (-32.4%) 0.93% -0.381 pp 0.55% -0.144 pp USD14.33 +28.5% 16 qtrs
15 STATE STREET CORP 150.2K +9.6K (+6.8%) 2.77M +312.8K (+12.8%) 0.83% +0.128 pp 0.00% +0.000 pp USD13.06 +41.0% 16 qtrs
16 NORTH REEF CAPITAL MANAGEMENT LP 123.7K +123.7K (+100.0%) 2.28M +2.3M (+100.0%) 0.68% +0.683 pp 0.09% +0.092 pp USD18.42 +0.0% 1 qtrs NEW
17 NORTHERN TRUST CORP 116.3K -6.0K (-4.9%) 2.14M +8.0K (+0.4%) 0.64% +0.032 pp 0.00% +0.000 pp USD13.31 +38.4% 15 qtrs
18 ELIZABETH PARK CAPITAL ADVISORS, LTD. 110.6K +— (+0.0%) 2.04M +107.3K (+5.6%) 0.61% +0.059 pp 1.68% +0.116 pp USD14.95 +23.2% 16 qtrs
19 RENAISSANCE TECHNOLOGIES LLC 104.6K +2.2K (+2.2%) 1.93M +140.4K (+7.9%) 0.58% +0.067 pp 0.00% +0.001 pp USD14.68 +25.5% 17 qtrs
20 BANC FUNDS CO LLC 95.6K -29.8K (-23.8%) 1.76M -428.0K (-19.6%) 0.53% -0.098 pp 0.35% -0.034 pp USD14.00 +31.6% 17 qtrs
21 MORGAN STANLEY 93.6K +25.7K (+37.8%) 1.72M +538.7K (+45.4%) 0.52% +0.178 pp 0.00% +0.000 pp USD15.95 +15.5% 17 qtrs
22 GOLDMAN SACHS GROUP INC 63.4K +6.8K (+12.0%) 1.17M +180.3K (+18.3%) 0.35% +0.068 pp 0.00% +0.000 pp USD15.03 +22.6% 11 qtrs
23 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 62.1K +434.0 (+0.7%) 1.14M +67.8K (+6.3%) 0.34% +0.035 pp 0.00% 0.000 pp USD16.64 +10.7% 6 qtrs
24 BARCLAYS PLC 56.8K +24.4K (+75.4%) 1.05M +552.6K (+111.8%) 0.31% +0.152 pp 0.00% +0.000 pp USD16.34 +12.7% 15 qtrs
25 BANK OF AMERICA CORP /DE/ 51.0K +12.3K (+31.8%) 939.5K +264.0K (+39.1%) 0.28% +0.089 pp 0.00% +0.000 pp USD15.84 +16.3% 17 qtrs
26 HSBC HOLDINGS PLC 48.3K +5.1K (+11.9%) 887.8K +146.8K (+19.8%) 0.27% +0.052 pp 0.00% +0.000 pp USD16.04 +14.8% 7 qtrs
27 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 46.5K +46.5K (+100.0%) 857.1K +857.1K (+100.0%) 0.26% +0.257 pp 0.00% +0.001 pp USD18.42 +0.0% 1 qtrs NEW
28 SALZHAUER MICHAEL 45.7K +14.0K (+44.1%) 842.3K +376.7K (+80.9%) 0.25% +0.094 pp 0.34% +0.121 pp USD14.04 +31.2% 8 qtrs
29 TD ASSET MANAGEMENT INC 44.7K +1.8K (+4.2%) 823.3K +74.9K (+10.0%) 0.25% +0.033 pp 0.00% +0.000 pp USD17.49 +5.3% 2 qtrs
30 BANK OF NEW YORK MELLON CORP 43.3K +19.0K (+78.5%) 797.5K +374.3K (+88.4%) 0.24% +0.118 pp 0.00% +0.000 pp USD15.13 +21.7% 15 qtrs
31 CITADEL ADVISORS LLC 36.5K +8.0K (+28.0%) 672.8K +174.8K (+35.1%) 0.20% +0.059 pp 0.00% +0.000 pp USD17.37 +6.0% 7 qtrs
32 SQUAREPOINT OPS LLC 36.5K +13.3K (+57.6%) 672.1K +268.0K (+66.3%) 0.20% +0.086 pp 0.00% +0.000 pp USD17.80 +3.5% 2 qtrs
33 ACADIAN ASSET MANAGEMENT LLC 35.4K +28.3K (+402.0%) 649.0K +527.0K (+432.0%) 0.20% +0.160 pp 0.00% +0.001 pp USD18.23 +1.0% 6 qtrs
34 MILLENNIUM MANAGEMENT LLC 35.1K -8.8K (-20.1%) 645.8K -119.7K (-15.6%) 0.19% -0.025 pp 0.00% 0.000 pp USD15.85 +16.2% 7 qtrs
35 GABELLI FUNDS LLC 34.1K +— (+0.0%) 627.5K +33.0K (+5.6%) 0.19% +0.018 pp 0.00% +0.000 pp USD16.54 +11.4% 3 qtrs
36 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 34.0K +2.2K (+7.0%) 627.1K +71.8K (+12.9%) 0.19% +0.029 pp 0.00% +0.000 pp USD12.86 +43.2% 15 qtrs
37 LOS ANGELES CAPITAL MANAGEMENT LLC 33.0K +3.9K (+13.2%) 567.7K +59.0K (+11.6%) 0.18% +0.037 pp 0.00% +0.000 pp USD17.69 +4.1% 5 qtrs
38 MARSHALL WACE, LLP 29.2K -385.0 (-1.3%) 537.6K +21.6K (+4.2%) 0.16% +0.014 pp 0.00% +0.000 pp USD17.45 +5.6% 2 qtrs
39 MARTINGALE ASSET MANAGEMENT L P 27.6K +8.2K (+42.4%) 508.3K +170.2K (+50.3%) 0.15% +0.056 pp 0.01% +0.004 pp USD17.74 +3.8% 2 qtrs
40 GSA CAPITAL PARTNERS LLP 27.2K +2.6K (+10.7%) 500.0K +72.0K (+16.8%) 0.15% +0.028 pp 0.04% +0.007 pp USD17.00 +8.4% 3 qtrs
41 FIDUCIARY TRUST CO 23.4K +10.4K (+79.9%) 430.9K +204.0K (+89.9%) 0.13% +0.064 pp 0.00% +0.002 pp USD17.88 +3.0% 2 qtrs
42 NUVEEN, LLC 19.8K +— (+0.0%) 364.6K +19.2K (+5.6%) 0.11% +0.011 pp 0.00% +0.000 pp USD18.13 +1.6% 4 qtrs
43 AQR CAPITAL MANAGEMENT LLC 19.5K +6.0K (+44.6%) 359.4K +124.0K (+52.7%) 0.11% +0.041 pp 0.00% +0.000 pp USD17.75 +3.8% 2 qtrs
44 GLOBEFLEX CAPITAL L P 19.4K +19.4K (+100.0%) 358.1K +358.1K (+100.0%) 0.11% +0.107 pp 0.05% +0.055 pp USD18.42 +0.0% 1 qtrs NEW
45 QUADRATURE CAPITAL LTD 17.6K +6.9K (+64.7%) 324.5K +137.4K (+73.5%) 0.10% +0.044 pp 0.00% +0.001 pp USD17.83 +3.3% 2 qtrs
46 ELCO MANAGEMENT CO., LLC 17.2K +— (+0.0%) 317.6K +16.7K (+5.6%) 0.10% +0.009 pp 0.20% +0.043 pp USD12.09 +52.4% 14 qtrs
47 INTEGRATED QUANTITATIVE INVESTMENTS LLC 15.7K +15.7K (+100.0%) 290.1K +290.1K (+100.0%) 0.09% +0.087 pp 0.06% +0.062 pp USD18.42 +0.0% 1 qtrs NEW
48 LEGATO CAPITAL MANAGEMENT LLC 15.7K +15.7K (+100.0%) 290.1K +290.1K (+100.0%) 0.09% +0.087 pp 0.03% +0.025 pp USD18.42 +0.0% 1 qtrs NEW
49 BRIDGEWAY CAPITAL MANAGEMENT, LLC 15.0K +15.0K (+100.0%) 276.3K +276.3K (+100.0%) 0.08% +0.083 pp 0.01% +0.006 pp USD18.42 +0.0% 1 qtrs NEW
50 RHUMBLINE ADVISERS 14.6K -1.3K (-8.0%) 269.8K -7.9K (-2.9%) 0.08% +0.002 pp 0.00% +0.000 pp USD12.01 +53.4% 15 qtrs
51 WELLS FARGO & COMPANY/MN 13.0K +5.4K (+70.6%) 239.3K +106.4K (+80.1%) 0.07% +0.034 pp 0.00% +0.000 pp USD15.68 +17.5% 12 qtrs
52 LWM ADVISORY SERVICES, LLC 11.7K +11.7K (+100.0%) 215.0K +215.0K (+100.0%) 0.06% +0.064 pp 0.13% +0.126 pp USD18.42 +0.0% 1 qtrs NEW
53 HILLSDALE INVESTMENT MANAGEMENT INC. 10.5K +— (+0.0%) 193.4K +10.2K (+5.6%) 0.06% +0.006 pp 0.01% 0.000 pp USD15.31 +20.3% 6 qtrs
54 FIRST MANHATTAN CO. LLC. 10.0K +— (+0.0%) 184.2K +9.7K (+5.6%) 0.06% +0.005 pp 0.00% +0.000 pp USD14.01 +31.5% 17 qtrs
55 UBS GROUP AG 7.9K +4.1K (+107.2%) 145.4K +78.9K (+118.7%) 0.04% +0.025 pp 0.00% +0.000 pp USD16.67 +10.5% 17 qtrs
56 METLIFE INVESTMENT MANAGEMENT, LLC 6.7K +— (+0.0%) 122.6K +6.5K (+5.6%) 0.04% +0.004 pp 0.00% +0.000 pp USD14.09 +30.7% 9 qtrs
57 RUSSELL INVESTMENTS GROUP, LTD. 6.4K +4.2K (+188.9%) 118.0K +79.3K (+204.9%) 0.04% +0.024 pp 0.00% +0.000 pp USD16.59 +11.0% 12 qtrs
58 DEUTSCHE BANK AG\ 5.6K +— (+0.0%) 102.8K +5.4K (+5.6%) 0.03% +0.003 pp 0.00% +0.000 pp USD18.56 -0.8% 7 qtrs
59 SG AMERICAS SECURITIES, LLC 5.5K +5.5K (+100.0%) 100.0K +100.0K (+100.0%) 0.03% +0.030 pp 0.00% +0.000 pp USD18.42 +0.0% 1 qtrs NEW
60 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 5.4K +639.0 (+13.4%) 99.8K +16.4K (+19.7%) 0.03% +0.006 pp 0.00% +0.000 pp USD13.97 +31.9% 7 qtrs
61 JPMORGAN CHASE & CO 4.7K -201.0 (-4.1%) 86.0K +1.0K (+1.2%) 0.03% +0.002 pp 0.00% +0.000 pp USD16.41 +12.2% 17 qtrs
62 BNP PARIBAS ARBITRAGE, SNC 4.2K +455.0 (+12.3%) 76.6K +12.0K (+18.5%) 0.02% +0.005 pp 0.00% +0.000 pp USD17.55 +5.0% 5 qtrs
63 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 2.3K +— (+0.0%) 42.3K +2.2K (+5.6%) 0.01% +0.001 pp 0.00% +0.000 pp USD16.54 +11.4% 3 qtrs
64 NEWEDGE ADVISORS, LLC 1.7K +638.0 (+60.1%) 31.3K +12.8K (+68.9%) 0.01% +0.004 pp 0.00% +0.000 pp USD17.36 +6.1% 6 qtrs
65 CWM, LLC 1.4K +240.0 (+21.5%) 25.0K +6.0K (+31.6%) 0.01% +0.002 pp 0.00% +0.000 pp USD17.47 +5.4% 6 qtrs
66 LEGAL & GENERAL GROUP PLC 1.1K +— (+0.0%) 20.3K +1.1K (+5.6%) 0.01% +0.001 pp 0.00% +0.000 pp USD12.18 +51.2% 15 qtrs
67 CITIGROUP INC 1.1K -195.0 (-15.0%) 20.3K -2.3K (-10.3%) 0.01% 0.000 pp 0.00% +0.000 pp USD14.52 +26.9% 17 qtrs
68 NEW YORK STATE COMMON RETIREMENT FUND 889.00 +— (+0.0%) 16.4K +862.0 (+5.6%) 0.00% +0.001 pp 0.00% +0.000 pp USD14.46 +27.4% 15 qtrs
69 AMERITAS INVESTMENT PARTNERS, INC. 808.00 +— (+0.0%) 14.9K +783.0 (+5.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.54 +59.6% 15 qtrs
70 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 720.00 -40.0 (-5.3%) 13.3K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.55 +59.5% 15 qtrs
71 TOWER RESEARCH CAPITAL LLC (TRC) 650.00 -231.0 (-26.2%) 12.0K -3.4K (-22.1%) 0.00% -0.001 pp 0.00% 0.000 pp USD16.47 +11.8% 17 qtrs
72 ROYAL BANK OF CANADA 593.00 +429.0 (+261.6%) 11.0K +8.0K (+266.7%) 0.00% +0.003 pp 0.00% +0.000 pp USD17.15 +7.4% 16 qtrs
73 STERLING CAPITAL MANAGEMENT LLC 505.00 +15.0 (+3.1%) 9.3K +751.0 (+8.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.33 +6.3% 6 qtrs
74 PROVENANCE WEALTH ADVISORS, LLC 400.00 +— (+0.0%) 7.4K +388.0 (+5.6%) 0.00% +0.000 pp 0.00% 0.000 pp USD10.51 +75.3% 10 qtrs
75 AMALGAMATED BANK 367.00 -7.0 (-1.9%) 7.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.54 +59.6% 15 qtrs
76 FMR LLC 152.00 -39.0 (-20.4%) 2.8K -533.0 (-16.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD11.46 +60.7% 14 qtrs
77 OPTIVER HOLDING B.V. 150.00 +— (+0.0%) 2.8K +145.0 (+5.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.45 +5.6% 2 qtrs
78 COVESTOR LTD 108.00 -24.0 (-18.2%) 2.0K +— (+0.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD17.69 +4.1% 7 qtrs
79 NISA INVESTMENT ADVISORS, LLC 41.00 +— (+0.0%) 755.00 +40.0 (+5.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.20 +80.6% 11 qtrs
80 EVERSOURCE WEALTH ADVISORS, LLC 31.00 +8.0 (+34.8%) 571.00 +170.0 (+42.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.68 +4.2% 4 qtrs
81 IFP ADVISORS, INC 25.00 +15.0 (+150.0%) 460.00 +286.0 (+164.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.00 +2.3% 2 qtrs
82 ALLWORTH FINANCIAL LP 24.00 +4.0 (+20.0%) 443.00 +94.0 (+26.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.58 +4.8% 2 qtrs
83 FARTHER FINANCE ADVISORS, LLC 22.00 +22.0 (+100.0%) 405.00 +405.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.41 +0.1% 1 qtrs NEW
84 SBI SECURITIES CO., LTD. 15.00 +15.0 (+100.0%) 276.00 +276.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.40 +0.1% 1 qtrs NEW
85 ADVISOR GROUP HOLDINGS, INC. 15.00 +— (+0.0%) 276.00 +14.0 (+5.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD16.53 +11.4% 6 qtrs
86 ROTHSCHILD INVESTMENT LLC 9.00 +7.0 (+350.0%) 166.00 +131.0 (+374.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.00 +2.3% 2 qtrs
87 MAI CAPITAL MANAGEMENT 4.00 +4.0 (+100.0%) 74.00 +74.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.25 +0.9% 1 qtrs NEW
88 TRUE WEALTH DESIGN, LLC 3.00 -2.0 (-40.0%) 56.00 -32.0 (-36.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.33 +6.3% 2 qtrs
89 SJS INVESTMENT CONSULTING INC. 1.00 +1.0 (+100.0%) 19.00 +19.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.00 +2.3% 1 qtrs NEW
90 CLEARSTEAD ADVISORS, LLC 1.00 -5.0 (-83.3%) 19.00 -86.0 (-81.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.00 +8.4% 2 qtrs
91 STIFEL FINANCIAL CORP -16.2K (-100.0%) -282.5K (-100.0%) 0.00% -0.081 pp 0.00% 0.000 pp USD 6 qtrs SOLD
92 PRINCIPAL SECURITIES, INC. -34.0 (-100.0%) -593.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 9 qtrs SOLD
93 SRS CAPITAL ADVISORS, INC. -200.0 (-100.0%) -3.5K (-100.0%) 0.00% -0.001 pp 0.00% 0.000 pp USD 2 qtrs SOLD
94 FIRST TRUST ADVISORS LP -11.1K (-100.0%) -192.9K (-100.0%) 0.00% -0.055 pp 0.00% 0.000 pp USD 3 qtrs SOLD
95 FEDERATED HERMES, INC. -63.0 (-100.0%) -1.1K (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 5 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 57 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust NASDAQ ABA Community Bank Index Fund QABA 0.15% 134.7K 0.63%
2 iShares Micro-Cap ETF IWC 0.06% 860.1K 0.60%
3 WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS 0.04% 172.0K 0.38%
4 WisdomTree U.S. SmallCap Fund EES 0.01% 101.9K 0.38%
5 iShares Russell 2000 Value ETF IWN 0.01% 1.83M 0.24%
6 Avantis U.S. Small Cap Value ETF AVUV 0.01% 2.81M 0.25%
7 WisdomTree U.S. SmallCap Dividend Fund DES 0.01% 194.6K 0.38%
8 U.S. Micro Cap Portfolio ETF DFMC 0.01% 641.5K 0.43%
9 Vanguard Russell 2000 Value ETF VTWV 0.01% 104.0K 0.06%
10 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.01% 224.1K 0.30%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.46
Bearish
Ratio by volume
0.44
Bearish
Buys
13
Sells
28
Shares acquired
191.6K
Shares disposed
439.7K
Cash buys
Cash sales
15.00
Net activity
-248,122
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 DE LA AGUILERA LUIS Director / Officer M-Exempt A Class A Voting Common Stock 49,414 12.05 595.4K 292,359 D
2026-05-20 DE LA AGUILERA LUIS Director / Officer M-Exempt A Class A Voting Common Stock 36,826 12.05 443.8K 279,771 D
2026-05-19 DE LA AGUILERA LUIS Director / Officer M-Exempt A Class A Voting Common Stock 4,931 12.05 59.4K 247,876 D
2026-05-18 DE LA AGUILERA LUIS Director / Officer S-Sale D Class A Voting Common Stock 2,485 18.06 44.9K 242,945 D
2026-05-15 DE LA AGUILERA LUIS Director / Officer S-Sale D Class A Voting Common Stock 805 18.05 14.5K 242,945 D
2026-05-14 DE LA AGUILERA LUIS Director / Officer M-Exempt D Stock Option (Right to Buy) 22,883 12.05 275.7K 111,891 D
2026-05-14 ABADIN RAMON Director M-Exempt D Stock Option (Right to Buy) 5,000 7.50 37.5K 0 D
2026-05-13 DE LA AGUILERA LUIS Director / Officer M-Exempt D Stock Option (Right to Buy) 19,947 12.05 240.4K 134,774 D
2026-05-13 ABADIN RAMON Director S-Sale D Class A Voting Common Stock 6,552 18.03 118.1K 24,561 D
2026-05-11 DE LA AGUILERA LUIS Director / Officer M-Exempt A Class A Voting Common Stock 5,279 12.05 63.6K 248,224 D
2026-05-07 DE LA AGUILERA LUIS Director / Officer M-Exempt A Class A Voting Common Stock 10,005 11.35 113.6K 252,950 D
2026-05-06 DE LA AGUILERA LUIS Director / Officer S-Sale D Class A Voting Common Stock 13,100 18.16 237.9K 242,945 D
2026-05-05 DE LA AGUILERA LUIS Director / Officer M-Exempt D Stock Option (Right to Buy) 16,895 11.35 191.8K 23,105 D
2026-05-01 WYCOFF W KIRK 10% Owner S-Sale D Class A Voting Common Stock 12,848 18.28 234.9K 1,813,786 D
2026-04-30 WYCOFF W KIRK 10% Owner S-Sale D Class A Voting Common Stock 37,152 18.24 677.7K 1,826,634 D
2026-03-08 Logrono Maricarmen Officer F-InKind D Class A Voting Common Stock 197 18.45 3.6K 15,892 D
2026-03-08 GUERRA-KATTOU MARTHA Officer F-InKind D Class A Voting Common Stock 401 18.45 7.4K 40,638 D
2026-03-08 GOMEZ OSCAR Officer F-InKind D Class A Voting Common Stock 441 18.45 8.1K 33,168 D
2026-03-08 DE LA AGUILERA LUIS Director / Officer F-InKind D Class A Voting Common Stock 2,948 18.45 54.4K 242,945 D
2026-03-08 COLLAZO ANDRES Officer F-InKind D Class A Voting Common Stock 429 18.45 7.9K 32,521 D
2026-03-08 BUSTLE NICHOLAS Officer F-InKind D Class A Voting Common Stock 497 18.45 9.2K 46,919 D
2026-03-08 Anderson Robert B. Officer F-InKind D Class A Voting Common Stock 1,002 18.45 18.5K 122,699 D
2026-03-07 COLLAZO ANDRES Officer M-Exempt A Class A Voting Common Stock 8,000 7.50 60.0K 40,950 D
2026-03-06 COLLAZO ANDRES Officer M-Exempt D Options to Purchase Class A Voting Stock 8,000 7.50 60.0K 0 D
2026-02-05 WYCOFF W KIRK Director / 10% Owner M-Exempt D Option to Purchase Class A Voting Common Stock 7,500 7.50 56.3K 0 D
2026-01-29 DE LA AGUILERA LUIS Director / Officer M-Exempt A Class A Voting Common Stock 10,000 7.50 75.0K 255,893 D
2026-01-27 Turner William Officer A-Award A Class A Voting Common Stock 5,699 0.00 10,692 D
2026-01-27 Logrono Maricarmen Officer A-Award A Class A Voting Common Stock 15,000 0.00 30,892 D
2026-01-27 GUERRA-KATTOU MARTHA Officer A-Award A Class A Voting Common Stock 6,217 0.00 41,039 D
2026-01-27 GOMEZ OSCAR Officer A-Award A Class A Voting Common Stock 6,177 0.00 33,609 D
2026-01-27 DE LA AGUILERA LUIS Director / Officer A-Award A Class A Voting Common Stock 27,632 0.00 245,893 D
2026-01-27 BUSTLE NICHOLAS Officer A-Award A Class A Voting Common Stock 7,015 0.00 47,416 D
2026-01-27 Anderson Robert B. Officer A-Award A Class A Voting Common Stock 8,878 0.00 123,701 D
2026-01-22 Logrono Maricarmen Officer F-InKind D Class A Voting Common Stock 260 20.70 5.4K 9,872 D
2026-01-22 GUERRA-KATTOU MARTHA Officer F-InKind D Class A Voting Common Stock 262 20.70 5.4K 34,822 D
2026-01-22 GOMEZ OSCAR Officer F-InKind D Class A Voting Common Stock 284 20.70 5.9K 27,432 D
2026-01-22 DE LA AGUILERA LUIS Director / Officer F-InKind D Class A Voting Common Stock 1,511 20.70 31.3K 218,261 D
2026-01-22 COLLAZO ANDRES Officer A-Award A Class A Voting Common Stock 6,123 0.00 32,950 D
2026-01-22 BUSTLE NICHOLAS Officer F-InKind D Class A Voting Common Stock 322 20.70 6.7K 40,401 D
2026-01-22 Anderson Robert B. Officer F-InKind D Class A Voting Common Stock 514 20.70 10.6K 114,823 D
2026-01-21 Turner William Officer F-InKind D Class A Voting Common Stock 548 20.38 11.2K 4,993 D
2026-01-21 Logrono Maricarmen Officer F-InKind D Class A Voting Common Stock 581 20.38 11.8K 10,132 D
2026-01-21 GUERRA-KATTOU MARTHA Officer F-InKind D Class A Voting Common Stock 584 20.38 11.9K 35,132 D
2026-01-21 GOMEZ OSCAR Officer F-InKind D Class A Voting Common Stock 605 20.38 12.3K 27,752 D
2026-01-21 DE LA AGUILERA LUIS Director / Officer F-InKind D Class A Voting Common Stock 3,194 20.38 65.1K 219,772 D
2026-01-21 COLLAZO ANDRES Officer F-InKind D Class A Voting Common Stock 600 20.38 12.2K 27,144 D
2026-01-21 BUSTLE NICHOLAS Officer F-InKind D Class A Voting Common Stock 687 20.38 14.0K 40,772 D
2026-01-21 Anderson Robert B. Officer F-InKind D Class A Voting Common Stock 1,094 20.38 22.3K 115,337 D
2025-12-31 DE LA AGUILERA LUIS Director / Officer F-InKind D Class A Voting Common Stock 16,008 18.42 294.9K 222,966 D
2025-12-31 Anderson Robert B. Officer F-InKind D Class A Voting Common Stock 3,554 18.42 65.5K 116,431 D
2025-12-11 WYCOFF W KIRK Director / 10% Owner S-Sale D Class A Voting Common Stock 39,000 18.68 728.5K 1,856,286 D
2025-12-10 WYCOFF W KIRK Director / 10% Owner S-Sale D Class A Voting Common Stock 82,043 18.56 1.52M 1,895,286 D
2025-12-02 WYCOFF W KIRK Director / 10% Owner S-Sale D Class A Voting Common Stock 14,695 17.75 260.8K 1,977,329 D
2025-12-01 Feinglass Howard Director / 10% Owner M-Exempt A Class A Voting Common Stock 7,500 7.50 56.3K 13,814 D
2025-11-25 WYCOFF W KIRK Director / 10% Owner S-Sale D Class A Voting Common Stock 22,558 18.06 407.4K 1,992,024 D
2025-11-24 WYCOFF W KIRK Director / 10% Owner S-Sale D Class A Voting Common Stock 21,327 18.02 384.3K 2,014,582 D
2025-10-28 GUERRA-KATTOU MARTHA Officer F-InKind D Class A Voting Common Stock 1,623 17.60 28.6K 35,716 D
2025-10-28 GOMEZ OSCAR Officer F-InKind D Class A Voting Common Stock 1,218 17.60 21.4K 28,357 D
2025-10-28 COLLAZO ANDRES Officer F-InKind D Class A Voting Common Stock 1,218 17.60 21.4K 27,744 D
2025-10-28 BUSTLE NICHOLAS Officer F-InKind D Class A Voting Common Stock 1,623 17.60 28.6K 41,459 D
2025-10-08 LEVITAN AIDA Director G-Gift D Class A Voting Common Stock 10,000 0.00 0 D
2025-09-16 WYCOFF W KIRK Director / 10% Owner D-Return D Class A Voting Common Stock 1,250,000 17.19 21.49M 2,035,909 D
2025-09-12 LEVITAN AIDA Director M-Exempt A Class A Voting Common Stock 2,500 7.50 18.8K 10,000 D
2025-09-12 Feinglass Howard Director / 10% Owner J-Other D Class A Voting Common Stock 50,000 0.00 3,968,309 I
2025-09-08 GUERRA-KATTOU MARTHA Officer M-Exempt A Class A Voting Common Stock 6,000 7.50 45.0K 43,339 D
2025-09-02 WYCOFF W KIRK Director / 10% Owner D-Return D Class A Voting Common Stock 1,200,000 17.19 20.63M 3,285,909 D
2025-09-02 Feinglass Howard Director / 10% Owner J-Other D Class A Voting Common Stock 500,000 0.00 4,018,309 I
2025-05-22 DE LA AGUILERA LUIS Director / Officer S-Sale D Class A Voting Common Stock 25,000 16.70 417.5K 238,974 D
2025-05-21 DE LA AGUILERA LUIS Director / Officer M-Exempt D Stock Option (Right to Buy) 5,000 7.50 37.5K 35,000 D
2025-03-10 Logrono Maricarmen Officer F-InKind D Class A Voting Common Stock 223 17.81 4.0K 10,713 D
2025-03-10 GUERRA-KATTOU MARTHA Officer F-InKind D Class A Voting Common Stock 407 17.81 7.2K 37,339 D
2025-03-10 GOMEZ OSCAR Officer F-InKind D Class A Voting Common Stock 432 17.81 7.7K 29,575 D
2025-03-10 DE LA AGUILERA LUIS Director / Officer F-InKind D Class A Voting Common Stock 2,553 17.81 45.5K 238,974 D
2025-03-10 COLLAZO ANDRES Officer F-InKind D Class A Voting Common Stock 433 17.81 7.7K 28,962 D
2025-03-10 BUSTLE NICHOLAS Officer F-InKind D Class A Voting Common Stock 493 17.81 8.8K 43,032 D
2025-03-10 Anderson Robert B. Officer F-InKind D Class A Voting Common Stock 1,011 17.81 18.0K 119,985 D
2025-01-22 Logrono Maricarmen Officer F-InKind D Class A Voting Common Stock 260 18.27 4.8K 10,936 D
2025-01-22 GUERRA-KATTOU MARTHA Officer F-InKind D Class A Voting Common Stock 262 18.27 4.8K 37,746 D
2025-01-22 GOMEZ OSCAR Officer F-InKind A Class A Voting Common Stock 284 18.27 5.2K 30,007 D
2025-01-22 COLLAZO ANDRES Officer F-InKind D Class A Voting Common Stock 281 18.27 5.1K 29,395 D
2025-01-21 Turner William Officer A-Award A Class A Voting Common Stock 5,541 0.00 5,541 D
2025-01-21 Logrono Maricarmen Officer A-Award A Class A Voting Common Stock 5,880 0.00 11,196 D
2025-01-21 GUERRA-KATTOU MARTHA Officer A-Award A Class A Voting Common Stock 5,907 0.00 38,008 D
2025-01-21 GOMEZ OSCAR Officer A-Award A Class A Voting Common Stock 6,118 0.00 30,291 D
2025-01-21 DE LA AGUILERA LUIS Director / Officer A-Award A Class A Voting Common Stock 25,653 0.00 241,527 D
2025-01-21 COLLAZO ANDRES Officer A-Award A Class A Voting Common Stock 6,064 0.00 29,676 D
2025-01-21 BUSTLE NICHOLAS Officer A-Award A Class A Voting Common Stock 6,947 0.00 43,575 D
2025-01-21 Anderson Robert B. Officer A-Award A Class A Voting Common Stock 8,792 0.00 120,996 D
2024-10-28 GUERRA-KATTOU MARTHA Officer A-Award A Class A Voting Common Stock 20,000 0.00 32,101 D
2024-10-28 GOMEZ OSCAR Officer A-Award A Class A Voting Common Stock 15,000 0.00 24,173 D
2024-10-28 DE LA AGUILERA LUIS Director / Officer A-Award A Class A Voting Common Stock 125,000 0.00 215,874 D
2024-10-28 COLLAZO ANDRES Officer A-Award A Class A Voting Common Stock 15,000 0.00 23,612 D
2024-10-28 BUSTLE NICHOLAS Officer A-Award A Class A Voting Common Stock 20,000 0.00 36,628 D
2024-10-28 Anderson Robert B. Officer A-Award A Class A Voting Common Stock 25,000 0.00 112,204 D
2024-09-16 RODRIGUEZ RAMON A Director P-Purchase A Class A Voting Common Stock 6,000 14.61 87.7K 12,000
2024-05-29 RODRIGUEZ RAMON A Director P-Purchase A Class A Voting Common Stock 1,600 11.96 19.1K 6,000
2024-05-24 Anderson Robert B. Officer P-Purchase A Class A Voting Common Stock 271 11.94 3.2K 87,204
2024-05-23 Anderson Robert B. Officer P-Purchase A Class A Voting Common Stock 7,000 12.12 84.8K 86,933
2024-05-16 Anderson Robert B. Officer P-Purchase A Class A Voting Common Stock 525 12.15 6.4K 79,933
2024-05-15 Anderson Robert B. Officer P-Purchase A Class A Voting Common Stock 5,000 12.13 60.7K 79,408
2024-05-07 Anderson Robert B. Officer P-Purchase A Class A Voting Common Stock 3,000 12.38 37.1K 74,408
2024-05-06 Anderson Robert B. Officer P-Purchase A Class A Voting Common Stock 3,000 11.91 35.7K 71,408
2024-05-01 Anderson Robert B. Officer P-Purchase A Class A Voting Common Stock 987 11.48 11.3K 68,408
2024-04-30 RODRIGUEZ RAMON A Director P-Purchase A Class A Voting Common Stock 900 11.18 10.1K 4,400
2024-04-30 Anderson Robert B. Officer P-Purchase A Class A Voting Common Stock 19,289 11.14 214.9K 67,421
2024-04-22 KAFAFIAN ROBERT E. Director A-Award A Class A Voting Common Stock 4,229 0.00 12,386
2024-04-22 Fernandez Bernardo B. Jr. Director A-Award A Class A Voting Common Stock 940 0.00 1,940
2024-03-14 Anderson Robert B. Officer P-Purchase A Class A Voting Common Stock 4,000 11.21 44.8K 48,132
2024-03-13 Anderson Robert B. Officer P-Purchase A Class A Voting Common Stock 3,400 11.33 38.5K 44,132
2024-03-12 Anderson Robert B. Officer P-Purchase A Class A Voting Common Stock 3,600 11.29 40.6K 40,732
2024-03-08 Logrono Maricarmen Officer F-InKind D Class A Voting Common Stock 240 11.15 2.7K 5,316
2024-03-08 GUERRA-KATTOU MARTHA Officer F-InKind D Class A Voting Common Stock 487 11.15 5.4K 12,101
2024-03-08 GOMEZ OSCAR Officer F-InKind D Class A Voting Common Stock 538 11.15 6.0K 9,173
2024-03-08 DE LA AGUILERA LUIS Director / Officer F-InKind D Class A Voting Common Stock 2,340 11.15 26.1K 90,874
2024-03-08 COLLAZO ANDRES Officer F-InKind D Class A Voting Common Stock 523 11.15 5.8K 8,612
2024-03-08 Anderson Robert B. Officer F-InKind D Class A Voting Common Stock 796 11.15 8.9K 37,132
2024-02-27 Feinglass Howard Director / 10% Owner P-Purchase A Class A Voting Common Stock 10,000 11.07 110.7K 4,518,309
2024-02-16 ABADIN RAMON Director A-Award A Class A Voting Common Stock 981 11.35 11.1K 23,633
2024-02-13 Feinglass Howard Director / 10% Owner P-Purchase A Class A Voting Common Stock 10,000 11.18 111.8K 4,508,309
2024-01-22 Logrono Maricarmen Officer A-Award A Class A Voting Common Stock 2,630 0.00 5,556
2024-01-22 GUERRA-KATTOU MARTHA Officer A-Award A Class A Voting Common Stock 2,655 0.00 12,588
2024-01-22 GOMEZ OSCAR Officer A-Award A Class A Voting Common Stock 2,872 0.00 9,711
2024-01-22 DE LA AGUILERA LUIS Director / Officer A-Award A Class A Voting Common Stock 12,136 0.00 93,214
2024-01-22 COLLAZO ANDRES Officer A-Award A Class A Voting Common Stock 2,846 0.00 9,135
2024-01-22 BUSTLE NICHOLAS Officer A-Award A Class A Voting Common Stock 3,261 0.00 16,628
2024-01-22 Anderson Robert B. Officer A-Award A Class A Voting Common Stock 4,127 0.00 37,928
2023-12-14 Anderson Robert B. Officer P-Purchase A Class A Voting Common Stock 8,750 12.35 108.1K 33,801
2023-11-20 Turner William Officer D Class A Voting Common Stock 0 0.00 0
2023-10-30 RODRIGUEZ RAMON A Director P-Purchase A Class A Voting Common Stock 450 10.24 4.6K 3,500
2023-10-30 Logrono Maricarmen Officer D Class A Voting Common Stock 0 0.00 2,926
2023-09-14 ABADIN RAMON Director P-Purchase A Class A Voting Common Stock 1,990 10.86 21.6K 31,113
2023-08-16 RODRIGUEZ RAMON A Director P-Purchase A Class A Voting Common Stock 3,050 11.63 35.5K 3,050
2023-08-15 ABADIN RAMON Director A-Award A Class A Voting Common Stock 4,400 11.44 50.3K 22,652
2023-05-10 Feinglass Howard Director / 10% Owner P-Purchase A Class A Voting Common Stock 7,300 8.99 65.6K 4,498,309
2023-05-09 Feinglass Howard Director / 10% Owner P-Purchase A Class A Voting Common Stock 5,100 8.99 45.8K 4,491,009
2023-05-04 ABADIN RAMON Director A-Award A Class A Voting Common Stock 5,500 8.95 49.2K 18,252
2023-05-02 Anderson Robert B. Officer P-Purchase A Class A Voting Common Stock 3,000 9.50 28.5K 25,051
2023-03-15 ABADIN RAMON Director P-Purchase A Class A Voting Common Stock 5,990 11.00 65.9K 32,123
2023-03-08 Shehadeh Jalal Officer A-Award A Class A Voting Common Stock 5,624 0.00 20,624
2023-03-08 PAZOS BENIGNO Officer A-Award A Class A Voting Common Stock 5,920 0.00 5,920
2023-03-08 KAFAFIAN ROBERT E. Director A-Award A Class A Voting Common Stock 3,157 0.00 8,157
2023-03-08 GUERRA-KATTOU MARTHA Officer A-Award A Class A Voting Common Stock 4,933 0.00 9,933
2023-03-08 GOMEZ OSCAR Officer A-Award A Class A Voting Common Stock 5,439 0.00 6,839
2023-03-08 Feinglass Howard Director / 10% Owner S-Sale A Class A Voting Common Stock 6,314 0.00 6,314
2023-03-08 DE LA AGUILERA LUIS Director / Officer A-Award A Class A Voting Common Stock 23,678 0.00 81,078
2023-03-08 COLLAZO ANDRES Officer A-Award A Class A Voting Common Stock 5,289 0.00 6,289
2023-03-08 BUSTLE NICHOLAS Officer A-Award A Class A Voting Common Stock 6,117 0.00 13,367
2023-03-08 Anderson Robert B. Officer A-Award A Class A Voting Common Stock 8,051 0.00 22,051
2023-03-08 ALONSO MARIA C. Director A-Award A Class A Voting Common Stock 3,157 0.00 4,157
2023-02-13 LEVITAN AIDA Director D-Return A Class A Voting Common Stock 250 12.08 3.0K 14,968
2023-02-13 ABADIN RAMON Director P-Purchase A Class A Voting Common Stock 3,200 12.26 39.2K 9,200
2023-02-10 LEVITAN AIDA Director D-Return A Class A Voting Common Stock 250 12.30 3.1K 14,718
2023-02-08 ABADIN RAMON Director A-Award A Class A Voting Common Stock 3,552 0.00 12,752
2023-02-01 ALONSO MARIA C. Director P-Purchase A Class A Voting Common Stock 1,000 12.50 12.5K 1,000
2022-12-12 BUSTLE NICHOLAS Officer P-Purchase A Class A Voting Common Stock 1,550 12.75 19.8K 9,820
2022-12-09 BUSTLE NICHOLAS Officer P-Purchase A Class A Voting Common Stock 770 12.75 9.8K 8,270
2022-11-29 ABADIN RAMON Director P-Purchase A Class A Voting Common Stock 2,500 13.36 33.4K 26,133
2022-11-23 DE LA AGUILERA LUIS Officer P-Purchase A Class A Voting Common Stock 366 13.44 4.9K 57,400
2022-11-21 Anderson Robert B. Officer P-Purchase A Class A Voting Common Stock 4,000 13.40 53.6K 14,000
2022-10-03 Shehadeh Jalal Officer D Class A Voting Common Stock 0 0.00 15,000
2022-09-27 Shehadeh Jalal Officer D Stock Option-Class A Voting Common Stock 60,000 12.05 723.0K 0
2022-09-27 Logrono Maricarmen Officer D Stock Option-Class A Voting Common Stock 15,000 12.05 180.8K 0
2022-06-14 KAFAFIAN ROBERT E. Director P-Purchase A Class A Voting Common Stock 1,700 11.95 20.3K 1,700
2022-04-07 ALONSO MARIA C. Director A-Award A Stock Option (Right to Buy) 5,000 0.00 5,000
2022-03-31 KAFAFIAN ROBERT E. Director A-Award A Stock Option (Right to Buy) 5,000 0.00 5,000
2022-03-31 ALONSO MARIA C. Director D Class A Voting Common Stock 0 0.00 0
2022-03-28 KAFAFIAN ROBERT E. Director D Class A Voting Common Stock 0 0.00 0
2022-02-15 RODRIGUEZ RAMON A Director A-Award A Stock Option (Right to Buy) 5,000 13.90 69.5K 5,000
2021-08-01 Shehadeh Jalal Officer D Stock Option-Class A Voting Common Stock 30,000 8.75 262.5K 0
2017-03-23 Shehadeh Jalal Officer D Stock Option-Class A Voting Common Stock 8,000 7.50 60.0K 0

Executive team

Top executives
EBIT / Employee
179.6K
Shares Outstanding
18.26M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Luis de la Aguilera President and Chief Executive Officer 700.0K 388.3K 481.8K 74.8K 1.64M 29.29%
2 2025 Robert Anderson Executive Vice President and Chief Financial Officer 374.9K 210.4K 165.1K 51.4K 801.8K 20.59%
3 2025 Nicholas Bustle Executive Vice President and Chief Lending Officer 355.4K 108.9K 130.5K 48.2K 643.0K 20.29%
4 2024 Luis de la Aguilera President and Chief Executive Officer 625.0K 358.0K 2.01M 72.1K 3.07M 65.59%
5 2024 Robert Anderson Executive Vice President and Chief Financial Officer 357.0K 201.0K 423.3K 46.5K 1.03M 41.18%
6 2024 Nicholas Bustle Executive Vice President and Chief Lending Officer 338.5K 106.0K 338.1K 43.4K 826.1K 40.93%
7 2023 Luis de la Aguilera President and Chief Executive Officer 600.0K 82.8K 300.0K 71.7K 1.05M 28.45%
8 2023 Robert Anderson Executive Vice President and Chief Financial Officer 340.0K 117.4K 102.0K 44.3K 603.6K 16.90%
9 2023 Nicholas Bustle Executive Vice President and Chief Lending Officer 322.4K 95.0K 77.5K 40.6K 535.5K 14.47%
10 2022 Robert Anderson Executive Vice President and Chief Financial Officer 325.0K 162.5K 380.8K 44.7K 1.23M 31.03%
11 2022 Luis de la Aguilera President and Chief Executive Officer 523.1K 300.0K 69.5K 892.6K 0.00%
12 2022 Jalal “ Jay ” Shehadeh Executive Vice President and General Counsel 258.1K 238.8K 214.2K 34.5K 681.2K 31.45%
13 2022 Benigno Pazos Executive Vice President and Chief Credit Officer 300.0K 135.0K 142.8K 30.1K 655.0K 21.80%
14 2021 Luis de la Aguilera President and Chief Executive Officer 500.0K 300.0K 46.3K 892.6K 0.00%
15 2021 Robert Anderson Executive Vice President and Chief Financial Officer 325.0K 162.5K 24.7K 532.2K 0.00%
16 2021 Jalal “ Jay ” Shehadeh Executive Vice President and General Counsel 201.9K 35.4K 530.4K 0.00%
17 2021 Benigno Pazos Executive Vice President and Chief Credit Officer 300.0K 131.3K 35.7K 465.1K 0.00%
18 2020 Luis de la Aguilera President and Chief Executive Officer 450.0K 190.0K 41.7K 681.7K 0.00%
19 2020 Benigno Pazos Executive Vice President and Chief Credit Officer 275.0K 99.0K 34.4K 408.4K 0.00%
20 2020 Robert Anderson Executive Vice President and Chief Financial Officer 98.5K 100.0K 54.0K 53.2K 305.7K 17.67%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-21 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-27 8-K
2026-05-22 4
2026-05-21 4
2026-05-19 4
2026-05-15 4
2026-05-15 4
2026-05-14 4
2026-05-13 4
2026-05-11 4
2026-05-08 10-Q

Executive team

NameTitleCompensationGender
Luis F. de la Aguilera President, Chief Executive Officer & Chairman 1M male
Robert Anderson Executive Vice President & Chief Financial Officer 636.7K male
Nicholas G. Bustle Executive Vice President & Chief Corporate Lending Officer 512.5K male
William Turner Executive Vice President & Chief Credit Officer 465.1K male
Martha Guerra-Kattou Executive Vice President and Director of Sales & Marketing female
Maricarmen Logrono Executive Vice President, Chief Risk Officer & Corporate Secretary female
Oscar Gomez Executive Vice President & Head of Global Banking Division male
Jessica Goldberg Senior Vice President & Human Resources Director female
Roberto Diaz Senior Vice President, Controller & Chief Accounting Officer male
Andres L. Collazo Executive Vice President and Director of Operations & Information Technology Systems male
ESG Rating
B
BANKS - REGIONAL
Rank: 321 out of 431
2026
E (Environmental)
99.7 / 64.3
Company / Sector avg.
S (Social)
79.7 / 76.5
Company / Sector avg.
G (Governance)
86.2 / 75.5
Company / Sector avg.
ESG Total
88.5 / 72.1
Company / Sector avg.
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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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits