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Uwharrie Capital Corp (UWHR)
USD11.70
-0.10 (-0.85%)
US OTC Financial Services Banks - Regional
Address
132 North First Street 28001
Albemarle, NC, US
Albemarle, NC, US
CEO
Roger Lee Dick
Website
uwharrie.com
IPO
2007-05-04
CIK 898171 ISIN US9181831044
Description
Uwharrie Capital Corp functions as the parent entity for Uwharrie Bank, providing a comprehensive array of personal and business banking and financial solutions to individuals and small to medium-sized enterprises across North Carolina. The institution facilitates various deposit accounts, including checking and savings for both consumers and commercial clients, along with money market accounts, certificates of deposit, and individual retirement accounts. It also extends a diverse range of lending facilities, such as business loans and numerous consumer credit products like installment and mortgage loans, home equity lines of credit, and overdraft protection. Beyond traditional banking, Uwharrie offers digital access through internet, mobile, and telephone banking, in addition to providing check and credit cards. The firm further diversifies its services by offering insurance products, encompassing annuities, life and disability coverage, long-term care plans, and Medicare supplements. Moreover, it operates as a securities broker-dealer and a mortgage brokerage. The company also delivers portfolio management services, with a specific focus on clients situated in North Carolina's Charlotte Metropolitan and Uwharrie Lakes Regions. Founded in 1993, Uwharrie Capital Corp is headquartered in Albemarle, North Carolina.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD11.70
-0.10 (-0.85%)
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Volume Profile
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Liquidity & share structure
Average Volume
874
Beta
0.10
Float Shares
6.31M
Free Float %
88.3%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.17% | +0.70% | +0.70% | +6.69% | +9.86% | +4.84% | +23.44% | +64.00% | +61.46% | +174.64% | +248.94% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
11.70
DCF (Unlevered)
29.01
+148.0%
DCF (Levered)
28.37
+142.5%
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)
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
0.58
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
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
-
Revenue growth+8.2% Q1'26: +9.8% (vs Q1'25)
-
EPS growth+14.6% Q1'26: +26.5% (vs Q1'25)
-
FCF margin— Q1'26: +2.2% (vs Q1'25)
-
EBIT margin— Q1'26: +23.3% (vs Q1'25)
-
ROIC— Q1'26: -4.7% (vs Q1'25)
-
Share dilution+0.7% Q1'26: +1.3% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 1.68× (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.
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 | 3/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-19 | A- | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-08 | A | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-06 | A | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-05 | A | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-04 | A- | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 4/5 | 2/5 |
| 2026-05-01 | A | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-30 | A | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-29 | A | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-28 | A | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-27 | A | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-23 | A | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-22 | A | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-21 | A | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-20 | A | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 4/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
7.29M
OE per share TTM
1.01
Owner's Yield
8.85%
Maintenance CapEx ratio
27.12%
Maint CapEx / Avg PPE
27.0%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
9
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
ETF Ownership
Top ETFs holding this stock
This company is not held by any ETF in our universe.
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
1.00
Neutral
Buys
1
Sells
1
Shares acquired
8.1K
Shares disposed
8.1K
Cash buys
—
Cash sales
—
Net activity
+0
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-19 | Rankin Frank A III | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-05-19 | Morgan Wesley A | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-05-19 | Flake Michael J | Director | — | — | Common Stock (Held by Self) | 0 | 0.00 | — | 1,821 | D | ↗ |
| 2026-05-19 | CAMPBELL JAMES O | Director | — | — | Common Stock (Held by Self) | 0 | 0.00 | — | 7,254 | D | ↗ |
| 2026-05-19 | BRATTON ROBERT O | Director | — | — | Common Stock (Held as Trustee for Robert O Bratton Rev Tr) | 0 | 0.00 | — | 455 | D | ↗ |
| 2026-05-19 | Amirtharaj Merlin | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-05-19 | Almond Zachary D | Director | — | — | Common Stock (Held by Self) | 0 | 0.00 | — | 650 | D | ↗ |
| 2026-05-19 | Allen Dawn H | Director | — | — | Common Stock (Held jointly with Spouse) | 0 | 0.00 | — | 940 | D | ↗ |
| 2026-05-11 | Senter Brooke L | Officer | J-Other | D | Common Stock | 8,146 | 0.00 | — | 0 | D | ↗ |
| 2026-03-11 | Senter Brooke L | Officer | J-Other | A | Common Stock | 458 | 0.00 | — | 45,071 | D | ↗ |
| 2026-03-10 | Andrew Jason R | Officer | J-Other | A | Common Stock | 1,376 | 0.00 | — | 17,905 | D | ↗ |
| 2026-03-02 | Trout Jeffrey L | Officer | A-Award | A | Common Stock (Held by Self TOD Spouse) | 917 | 10.90 | 10.0K | 16,122 | D | ↗ |
| 2026-03-02 | Singletary Tamara M | Officer | A-Award | A | Common Stock (Held by Self) | 458 | 10.90 | 5.0K | 49,598 | D | ↗ |
| 2026-03-02 | Senter Brooke L | Officer | A-Award | A | Common Stock (Held as Trustee for The Senter Living Trust) | 458 | 10.90 | 5.0K | 458 | D | ↗ |
| 2026-03-02 | STONER CHRISTY D | Officer | A-Award | A | Common Stock (Held by Self) | 917 | 10.90 | 10.0K | 14,092 | D | ↗ |
| 2026-03-02 | Rinehardt Cheryl P | Officer | A-Award | A | Common Stock (Held by Self TOD Son) | 458 | 10.90 | 5.0K | 3,028 | D | ↗ |
| 2026-03-02 | Beaver R David III | Officer | A-Award | A | Common Stock (Held jointly with Spouse) | 1,834 | 10.90 | 20.0K | 6,981 | D | ↗ |
| 2026-03-02 | Andrew Jason R | Officer | A-Award | A | Common Stock (Held jointly with Spouse) | 1,376 | 10.90 | 15.0K | 1,376 | D | ↗ |
| 2026-03-02 | Almond Heather H | Officer | A-Award | A | Common Stock (Held jointly with Spouse) | 1,376 | 10.90 | 15.0K | 25,504 | D | ↗ |
| 2025-12-31 | DICK ROGER L | Officer | P-Purchase | A | Common Stock | 400 | 10.95 | 4.4K | 3,651 | D | ↗ |
| 2025-12-19 | Senter Brooke L | Officer | J-Other | A | Common Stock | 44,613 | 0.00 | — | 44,613 | D | ↗ |
| 2025-12-15 | Swaringen S Todd | Director | P-Purchase | A | Common Stock (Custodian for Daughter) | 80 | 10.50 | 840.00 | 80 | I | ↗ |
| 2025-12-15 | Russell Vernon A | Director | A-Award | A | Common Stock (Held by Self) | 142 | 10.50 | 1.5K | 2,857 | D | ↗ |
| 2025-12-15 | Rankin Frank A III | Director | A-Award | A | Common Stock (Held by Self) | 142 | 10.50 | 1.5K | 52,329 | D | ↗ |
| 2025-12-15 | Poplin Chris M | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 142 | 10.50 | 1.5K | 9,874 | D | ↗ |
| 2025-12-15 | Morgan Wesley A | Director | A-Award | A | Common Stock (Held by Self) | 142 | 10.50 | 1.5K | 8,118 | D | ↗ |
| 2025-12-15 | McAulay Matthew D. | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 142 | 10.50 | 1.5K | 1,802 | D | ↗ |
| 2025-12-15 | Klauder Mary N | Director | A-Award | A | Common Stock (Held by Self) | 142 | 10.50 | 1.5K | 9,526 | D | ↗ |
| 2025-12-15 | Hanson Cynthia B | Director | A-Award | A | Common Stock (Held by Self) | 142 | 10.50 | 1.5K | 2,123 | D | ↗ |
| 2025-12-15 | Furr Allen K | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 142 | 10.50 | 1.5K | 4,371 | D | ↗ |
| 2025-12-15 | Foster Deidre B | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 142 | 10.50 | 1.5K | 4,062 | D | ↗ |
| 2025-12-15 | Chambers Vanessa O | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 142 | 10.50 | 1.5K | 2,594 | D | ↗ |
| 2025-12-15 | Bowers Dean M | Director | A-Award | A | Common Stock (Held by Self) | 142 | 10.50 | 1.5K | 8,838 | D | ↗ |
| 2025-12-15 | Bates Aaron David | Director | A-Award | A | Common Stock (Held by Self TOD Spouse) | 142 | 10.50 | 1.5K | 1,083 | D | ↗ |
| 2025-12-15 | Amirtharaj Merlin | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 142 | 10.50 | 1.5K | 5,174 | D | ↗ |
| 2025-12-01 | Trout Jeffrey L | Officer | J-Other | A | Common Stock (Held by Self TOD Spouse) | 442 | 0.00 | — | 15,205 | D | ↗ |
| 2025-12-01 | Swaringen S Todd | Director | J-Other | A | Common Stock | 65 | 0.00 | — | 2,252 | D | ↗ |
| 2025-12-01 | Singletary Tamara M | Officer | J-Other | A | Common Stock (Held by Self) | 1,431 | 0.00 | — | 49,140 | D | ↗ |
| 2025-12-01 | Senter Brooke L | Officer | J-Other | A | Common Stock | 71 | 0.00 | — | 2,465 | I | ↗ |
| 2025-12-01 | STONER CHRISTY D | Officer | J-Other | A | Common Stock | 1,001 | 0.00 | — | 34,390 | D | ↗ |
| 2025-12-01 | Russell Vernon A | Director | J-Other | A | Common Stock | 100 | 0.00 | — | 442 | I | ↗ |
| 2025-12-01 | Rinehardt Cheryl P | Officer | J-Other | A | Common Stock | 55 | 0.00 | — | 1,906 | D | ↗ |
| 2025-12-01 | Rankin Frank A III | Director | J-Other | A | Common Stock (Held by Self) | 1,520 | 0.00 | — | 52,187 | D | ↗ |
| 2025-12-01 | Poplin Chris M | Director | J-Other | A | Common Stock (Held jointly with Spouse) | 283 | 0.00 | — | 9,732 | D | ↗ |
| 2025-12-01 | Morgan Wesley A | Director | J-Other | A | Common Stock (Held by Self) | 232 | 0.00 | — | 7,976 | D | ↗ |
| 2025-12-01 | McAulay Matthew D. | Director | J-Other | A | Common Stock (Held jointly with Spouse) | 48 | 0.00 | — | 1,660 | D | ↗ |
| 2025-12-01 | Klauder Mary N | Director | J-Other | A | Common Stock (Held by Self) | 273 | 0.00 | — | 9,384 | D | ↗ |
| 2025-12-01 | Hanson Cynthia B | Director | J-Other | A | Common Stock (Held by Self) | 57 | 0.00 | — | 1,981 | D | ↗ |
| 2025-12-01 | Furr Allen K | Director | J-Other | A | Common Stock (Held jointly with Spouse) | 123 | 0.00 | — | 4,229 | D | ↗ |
| 2025-12-01 | Foster Deidre B | Director | J-Other | A | Common Stock (Held jointly with Spouse) | 114 | 0.00 | — | 3,920 | D | ↗ |
| 2025-12-01 | DICK ROGER L | Officer | J-Other | A | Common Stock | 80 | 0.00 | — | 2,762 | D | ↗ |
| 2025-12-01 | Chambers Vanessa O | Director | J-Other | A | Common Stock (Held jointly with Spouse) | 71 | 0.00 | — | 2,452 | D | ↗ |
| 2025-12-01 | Bowers Dean M | Director | J-Other | A | Common Stock (Held by Self) | 253 | 0.00 | — | 8,696 | D | ↗ |
| 2025-12-01 | Beaver R David III | Officer | J-Other | A | Common Stock (Held jointly with Mother) | 36 | 0.00 | — | 1,268 | D | ↗ |
| 2025-12-01 | Bates Aaron David | Director | J-Other | A | Common Stock (Held by Self TOD Spouse) | 27 | 0.00 | — | 941 | D | ↗ |
| 2025-12-01 | Andrew Jason R | Officer | J-Other | A | Common Stock | 2 | 0.00 | — | 74 | I | ↗ |
| 2025-12-01 | Amirtharaj Merlin | Director | J-Other | A | Common Stock (Held jointly with Spouse) | 146 | 0.00 | — | 5,032 | D | ↗ |
| 2025-12-01 | Almond Heather H | Officer | J-Other | A | Common Stock (Held jointly with Spouse) | 702 | 0.00 | — | 24,128 | D | ↗ |
| 2025-06-18 | Swaringen S Todd | Director | A-Award | A | Common Stock (Held by Self) | 159 | 9.40 | 1.5K | 2,336 | D | ↗ |
| 2025-06-18 | Russell Vernon A | Director | A-Award | A | Common Stock (Held by Self) | 159 | 9.40 | 1.5K | 2,636 | D | ↗ |
| 2025-06-18 | Rankin Frank A III | Director | A-Award | A | Common Stock (Held by Self) | 159 | 9.40 | 1.5K | 50,667 | D | ↗ |
| 2025-06-18 | Poplin Chris M | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 159 | 9.40 | 1.5K | 9,449 | D | ↗ |
| 2025-06-18 | Morgan Wesley A | Director | A-Award | A | Common Stock (Held by Self) | 159 | 9.40 | 1.5K | 7,744 | D | ↗ |
| 2025-06-18 | McAulay Matthew D. | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 159 | 9.40 | 1.5K | 1,612 | D | ↗ |
| 2025-06-18 | Klauder Mary N | Director | A-Award | A | Common Stock (Held by Self) | 159 | 9.40 | 1.5K | 9,111 | D | ↗ |
| 2025-06-18 | Hanson Cynthia B | Director | A-Award | A | Common Stock (Held by Self) | 159 | 9.40 | 1.5K | 1,924 | D | ↗ |
| 2025-06-18 | Furr Allen K | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 159 | 9.40 | 1.5K | 4,106 | D | ↗ |
| 2025-06-18 | Foster Deidre B | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 159 | 9.40 | 1.5K | 3,806 | D | ↗ |
| 2025-06-18 | Chambers Vanessa O | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 159 | 9.40 | 1.5K | 2,381 | D | ↗ |
| 2025-06-18 | Bowers Dean M | Director | A-Award | A | Common Stock (Held by Self) | 159 | 9.40 | 1.5K | 8,443 | D | ↗ |
| 2025-06-18 | Bates Aaron David | Director | A-Award | A | Common Stock (Held by Self TOD Spouse) | 159 | 9.40 | 1.5K | 914 | D | ↗ |
| 2025-06-18 | Amirtharaj Merlin | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 159 | 9.40 | 1.5K | 4,886 | D | ↗ |
| 2025-05-20 | Hudson Matthew R | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-26 | Senter Brooke L | Officer | J-Other | A | Common Stock | 566 | 0.00 | — | 43,314 | D | ↗ |
| 2025-03-26 | Andrew Jason R | Officer | J-Other | A | Common Stock | 1,700 | 0.00 | — | 16,048 | D | ↗ |
| 2025-03-11 | Trout Jeffrey L | Officer | A-Award | A | Common Stock (Held by Self TOD Spouse) | 1,133 | 8.82 | 10.0K | 14,763 | D | ↗ |
| 2025-03-11 | Singletary Tamara M | Officer | A-Award | A | Common Stock (Held by Self) | 566 | 8.82 | 5.0K | 47,709 | D | ↗ |
| 2025-03-11 | Senter Brooke L | Officer | A-Award | A | Common Stock (Held by Self TOD Spouse) | 566 | 8.82 | 5.0K | 566 | D | ↗ |
| 2025-03-11 | STONER CHRISTY D | Officer | A-Award | A | Common Stock (Held by Self) | 1,133 | 8.82 | 10.0K | 12,792 | D | ↗ |
| 2025-03-11 | Rinehardt Cheryl P | Officer | A-Award | A | Common Stock (Held by Self TOD Son) | 566 | 8.82 | 5.0K | 2,496 | D | ↗ |
| 2025-03-11 | Beaver R David III | Officer | A-Award | A | Common Stock (Held jointly with Spouse) | 2,267 | 8.82 | 20.0K | 4,998 | D | ↗ |
| 2025-03-11 | Andrew Jason R | Officer | A-Award | A | Common Stock (Held jointly with Spouse) | 1,700 | 8.82 | 15.0K | 1,700 | D | ↗ |
| 2025-03-11 | Almond Heather H | Officer | A-Award | A | Common Stock (Held jointly with Spouse) | 1,700 | 8.82 | 15.0K | 23,426 | D | ↗ |
| 2024-12-16 | Swaringen S Todd | Director | A-Award | A | Common Stock (Held by Self) | 178 | 8.42 | 1.5K | 2,177 | D | ↗ |
| 2024-12-16 | Russell Vernon A | Director | A-Award | A | Common Stock (Held by Self) | 178 | 8.42 | 1.5K | 2,477 | D | ↗ |
| 2024-12-16 | Rankin Frank A III | Director | A-Award | A | Common Stock (Held by Self) | 178 | 8.42 | 1.5K | 50,508 | D | ↗ |
| 2024-12-16 | Poplin Chris M | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 178 | 8.42 | 1.5K | 9,290 | D | ↗ |
| 2024-12-16 | Morgan Wesley A | Director | A-Award | A | Common Stock (Held by Self) | 178 | 8.42 | 1.5K | 7,585 | D | ↗ |
| 2024-12-16 | McAulay Matthew D. | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 178 | 8.42 | 1.5K | 1,453 | D | ↗ |
| 2024-12-16 | Klauder Mary N | Director | A-Award | A | Common Stock (Held by Self) | 178 | 8.42 | 1.5K | 8,952 | D | ↗ |
| 2024-12-16 | Hudson Matthew R | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 178 | 8.42 | 1.5K | 3,647 | D | ↗ |
| 2024-12-16 | Hanson Cynthia B | Director | A-Award | A | Common Stock (Held by Self) | 178 | 8.42 | 1.5K | 1,765 | D | ↗ |
| 2024-12-16 | Furr Allen K | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 178 | 8.42 | 1.5K | 3,947 | D | ↗ |
| 2024-12-16 | Foster Deidre B | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 178 | 8.42 | 1.5K | 3,647 | D | ↗ |
| 2024-12-16 | Chambers Vanessa O | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 178 | 8.42 | 1.5K | 2,222 | D | ↗ |
| 2024-12-16 | Bowers Dean M | Director | A-Award | A | Common Stock (Held by Self) | 178 | 8.42 | 1.5K | 8,284 | D | ↗ |
| 2024-12-16 | Bates Aaron David | Director | A-Award | A | Common Stock (Held by Self TOD Spouse) | 178 | 8.42 | 1.5K | 755 | D | ↗ |
| 2024-12-16 | Amirtharaj Merlin | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 178 | 8.42 | 1.5K | 4,727 | D | ↗ |
| 2024-12-12 | Senter Brooke L | Officer | J-Other | A | Common Stock | 42,748 | 0.00 | — | 42,748 | D | ↗ |
| 2024-12-09 | Russell Vernon A | Director | J-Other | A | Common Stock | 100 | 0.00 | — | 333 | I | ↗ |
| 2024-11-18 | Trout Jeffrey L | Officer | J-Other | A | Common Stock (Held by Self TOD Spouse) | 264 | 0.00 | — | 13,630 | D | ↗ |
| 2024-11-18 | Swaringen S Todd | Director | J-Other | A | Common Stock (Held by Self) | 39 | 0.00 | — | 1,999 | D | ↗ |
| 2024-11-18 | Singletary Tamara M | Officer | J-Other | A | Common Stock (Custodian for Daughter) | 5 | 0.00 | — | 265 | I | ↗ |
| 2024-11-18 | Senter Brooke L | Officer | J-Other | A | Common Stock | 46 | 0.00 | — | 2,394 | I | ↗ |
| 2024-11-18 | STONER CHRISTY D | Officer | J-Other | A | Common Stock | 654 | 0.00 | — | 33,389 | D | ↗ |
| 2024-11-18 | Russell Vernon A | Director | J-Other | A | Common Stock | 42 | 0.00 | — | 2,154 | I | ↗ |
| 2024-11-18 | Rinehardt Cheryl P | Officer | J-Other | A | Common Stock (Held by Self TOD Son) | 37 | 0.00 | — | 1,930 | D | ↗ |
| 2024-11-18 | Rankin Frank A III | Director | J-Other | A | Common Stock (Held by Self) | 986 | 0.00 | — | 50,330 | D | ↗ |
| 2024-11-18 | Poplin Chris M | Director | J-Other | A | Common Stock (Held jointly with Spouse) | 178 | 0.00 | — | 9,112 | D | ↗ |
| 2024-11-18 | Morgan Wesley A | Director | J-Other | A | Common Stock (Held by Self) | 145 | 0.00 | — | 7,407 | D | ↗ |
| 2024-11-18 | McAulay Matthew D. | Director | J-Other | A | Common Stock (Held jointly with Spouse) | 25 | 0.00 | — | 1,275 | D | ↗ |
| 2024-11-18 | Klauder Mary N | Director | J-Other | A | Common Stock (Held by Self) | 172 | 0.00 | — | 8,774 | D | ↗ |
| 2024-11-18 | Hudson Matthew R | Director | J-Other | A | Common Stock (Held jointly with Spouse) | 68 | 0.00 | — | 3,469 | D | ↗ |
| 2024-11-18 | Hanson Cynthia B | Director | J-Other | A | Common Stock (Held by Self) | 31 | 0.00 | — | 1,587 | D | ↗ |
| 2024-11-18 | Furr Allen K | Director | J-Other | A | Common Stock | 84 | 0.00 | — | 4,313 | D | ↗ |
| 2024-11-18 | Foster Deidre B | Director | J-Other | A | Common Stock (Held jointly with Spouse) | 68 | 0.00 | — | 3,469 | D | ↗ |
| 2024-11-18 | DICK ROGER L | Officer | J-Other | A | Common Stock | 1,753 | 0.00 | — | 89,423 | D | ↗ |
| 2024-11-18 | Chambers Vanessa O | Director | J-Other | A | Common Stock (Held jointly with Spouse) | 40 | 0.00 | — | 2,044 | D | ↗ |
| 2024-11-18 | Bowers Dean M | Director | J-Other | A | Common Stock (Held by Self) | 158 | 0.00 | — | 8,106 | D | ↗ |
| 2024-11-18 | Beaver R David III | Officer | J-Other | A | Common Stock (Held jointly with Mother) | 24 | 0.00 | — | 1,232 | D | ↗ |
| 2024-11-18 | Bates Aaron David | Director | J-Other | A | Common Stock | 13 | 0.00 | — | 665 | D | ↗ |
| 2024-11-18 | Andrew Jason R | Officer | J-Other | A | Common Stock | 1 | 0.00 | — | 72 | I | ↗ |
| 2024-11-18 | Amirtharaj Merlin | Director | J-Other | A | Common Stock (Held jointly with Spouse) | 89 | 0.00 | — | 4,549 | D | ↗ |
| 2024-11-18 | Almond Heather H | Officer | J-Other | A | Common Stock (Held jointly with Spouse) | 426 | 0.00 | — | 21,726 | D | ↗ |
| 2024-11-04 | Trout Jeffrey L | Officer | P-Purchase | A | Common Stock (Held by Self TOD Spouse) | 140 | 7.98 | 1.1K | 13,366 | D | ↗ |
| 2024-10-02 | Senter Brooke L | Officer | J-Other | D | Common Stock | 35,612 | 0.00 | — | 0 | D | ↗ |
| 2024-10-01 | Senter Brooke L | Officer | J-Other | A | Common Stock | 35,162 | 0.00 | — | 35,162 | D | ↗ |
| 2024-09-30 | Trout Jeffrey L | Officer | P-Purchase | A | Common Stock (Held by Self TOD Spouse) | 250 | 8.00 | 2.0K | 13,226 | D | ↗ |
| 2024-06-21 | Swaringen S Todd | Director | A-Award | A | Common Stock (Held by Self) | 193 | 7.75 | 1.5K | 1,960 | — | ↗ |
| 2024-06-21 | Russell Vernon A | Director | A-Award | A | Common Stock (Held by Self) | 193 | 7.75 | 1.5K | 2,254 | — | ↗ |
| 2024-06-21 | Rankin Frank A III | Director | A-Award | A | Common Stock (Held by Self) | 193 | 7.75 | 1.5K | 49,344 | — | ↗ |
| 2024-06-21 | Poplin Chris M | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 193 | 7.75 | 1.5K | 8,934 | — | ↗ |
| 2024-06-21 | Morgan Wesley A | Director | A-Award | A | Common Stock (Held by Self) | 193 | 7.75 | 1.5K | 7,262 | — | ↗ |
| 2024-06-21 | McAulay Matthew D. | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 193 | 7.75 | 1.5K | 1,250 | — | ↗ |
| 2024-06-21 | Klauder Mary N | Director | A-Award | A | Common Stock (Held by Self) | 193 | 7.75 | 1.5K | 8,602 | — | ↗ |
| 2024-06-21 | Hudson Matthew R | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 193 | 7.75 | 1.5K | 3,401 | — | ↗ |
| 2024-06-21 | Hanson Cynthia B | Director | A-Award | A | Common Stock (Held by Self) | 193 | 7.75 | 1.5K | 1,556 | — | ↗ |
| 2024-06-21 | Furr Allen K | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 193 | 7.75 | 1.5K | 3,696 | — | ↗ |
| 2024-06-21 | Foster Deidre B | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 193 | 7.75 | 1.5K | 3,401 | — | ↗ |
| 2024-06-21 | Chambers Vanessa O | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 193 | 7.75 | 1.5K | 2,004 | — | ↗ |
| 2024-06-21 | Bowers Dean M | Director | A-Award | A | Common Stock (Held by Self) | 193 | 7.75 | 1.5K | 7,948 | — | ↗ |
| 2024-06-21 | Bates Aaron David | Director | A-Award | A | Common Stock (Held by Self TOD Spouse) | 193 | 7.75 | 1.5K | 566 | — | ↗ |
| 2024-06-21 | Amirtharaj Merlin | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 193 | 7.75 | 1.5K | 4,460 | — | ↗ |
| 2024-05-28 | Eudy Tara G | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-28 | CAMPBELL JAMES O | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-06 | Morgan Wesley A | Director | G-Gift | A | Common Stock (Held by Self) | 1,021 | 0.00 | — | 7,069 | — | ↗ |
| 2024-03-21 | Andrew Jason R | Officer | J-Other | A | Common Stock | 2,008 | 0.00 | — | 14,067 | — | ↗ |
| 2024-03-15 | Trout Jeffrey L | Officer | A-Award | A | Common Stock (Held by Self TOD Spouse) | 1,339 | 7.47 | 10.0K | 12,976 | — | ↗ |
| 2024-03-15 | Singletary Tamara M | Officer | A-Award | A | Common Stock (Held by Self) | 669 | 7.47 | 5.0K | 46,219 | — | ↗ |
| 2024-03-15 | Senter Brooke L | Officer | A-Award | A | Common Stock (Held by Self TOD Spouse) | 669 | 7.47 | 5.0K | 6,748 | — | ↗ |
| 2024-03-15 | STONER CHRISTY D | Officer | A-Award | A | Common Stock (Held by Self) | 1,339 | 7.47 | 10.0K | 11,431 | — | ↗ |
| 2024-03-15 | Rinehardt Cheryl P | Officer | A-Award | A | Common Stock (Held by Self TOD Son) | 669 | 7.47 | 5.0K | 1,893 | — | ↗ |
| 2024-03-15 | Beaver R David III | Officer | A-Award | A | Common Stock (Held jointly with Spouse) | 2,678 | 7.47 | 20.0K | 2,678 | — | ↗ |
| 2024-03-15 | Andrew Jason R | Officer | A-Award | A | Common Stock (Held jointly with Spouse) | 2,008 | 7.47 | 15.0K | 2,008 | — | ↗ |
| 2024-03-15 | Almond Heather H | Officer | A-Award | A | Common Stock (Held jointly with Spouse) | 2,008 | 7.47 | 15.0K | 21,300 | — | ↗ |
| 2024-01-12 | Seltzer Stephen C | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-22 | Swaringen S Todd | Director | A-Award | A | Common Stock (Held by Self) | 181 | 8.25 | 1.5K | 1,767 | — | ↗ |
| 2023-12-22 | Seltzer Stephen C | Director | A-Award | A | Common Stock (Held by Self) | 181 | 8.25 | 1.5K | 4,776 | — | ↗ |
| 2023-12-22 | Russell Vernon A | Director | A-Award | A | Common Stock (Held by Self) | 181 | 8.25 | 1.5K | 2,061 | — | ↗ |
| 2023-12-22 | Rankin Frank A III | Director | A-Award | A | Common Stock (Held by Self) | 181 | 8.25 | 1.5K | 49,151 | — | ↗ |
| 2023-12-22 | Poplin Chris M | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 181 | 8.25 | 1.5K | 8,741 | — | ↗ |
| 2023-12-22 | Morgan Wesley A | Director | A-Award | A | Common Stock (Held by Self) | 181 | 8.25 | 1.5K | 6,048 | — | ↗ |
| 2023-12-22 | McAulay Matthew D. | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 181 | 8.25 | 1.5K | 1,057 | — | ↗ |
| 2023-12-22 | Klauder Mary N | Director | A-Award | A | Common Stock (Held by Self) | 181 | 8.25 | 1.5K | 8,409 | — | ↗ |
| 2023-12-22 | Hudson Matthew R | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 181 | 8.25 | 1.5K | 3,208 | — | ↗ |
| 2023-12-22 | Hanson Cynthia B | Director | A-Award | A | Common Stock (Held by Self) | 181 | 8.25 | 1.5K | 1,363 | — | ↗ |
| 2023-12-22 | Furr Allen K | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 181 | 8.25 | 1.5K | 3,503 | — | ↗ |
| 2023-12-22 | Foster Deidre B | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 181 | 8.25 | 1.5K | 3,208 | — | ↗ |
| 2023-12-22 | Eudy Tara G | Director | A-Award | A | Common Stock (Held by Self) | 181 | 8.25 | 1.5K | 3,730 | — | ↗ |
| 2023-12-22 | Chambers Vanessa O | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 181 | 8.25 | 1.5K | 1,811 | — | ↗ |
| 2023-12-22 | CAMPBELL JAMES O | Director | A-Award | A | Common Stock (Held by Self) | 181 | 8.25 | 1.5K | 6,905 | — | ↗ |
| 2023-12-22 | Bowers Dean M | Director | A-Award | A | Common Stock (Held by Self) | 181 | 8.25 | 1.5K | 7,755 | — | ↗ |
| 2023-12-22 | Bates Aaron David | Director | A-Award | A | Common Stock (Held by Self TOD Spouse) | 181 | 8.25 | 1.5K | 373 | — | ↗ |
| 2023-12-22 | Amirtharaj Merlin | Director | A-Award | A | Common Stock (Held jointly with Spouse) | 181 | 8.25 | 1.5K | 4,267 | — | ↗ |
| 2023-11-21 | Trout Jeffrey L | Officer | J-Other | A | Common Stock (Held by Self TOD Spouse) | 228 | 0.00 | — | 11,637 | — | ↗ |
| 2023-11-21 | Swaringen S Todd | Director | J-Other | A | Common Stock | 42 | 0.00 | — | 2,145 | — | ↗ |
| 2023-11-21 | Singletary Tamara M | Officer | J-Other | A | Common Stock (Held by Self) | 893 | 0.00 | — | 45,550 | — | ↗ |
| 2023-11-21 | Senter Brooke L | Officer | J-Other | A | Common Stock | 46 | 0.00 | — | 2,348 | — | ↗ |
| 2023-11-21 | Seltzer Stephen C | Director | J-Other | A | Common Stock (Held by Self) | 90 | 0.00 | — | 4,595 | — | ↗ |
| 2023-11-21 | STONER CHRISTY D | Officer | J-Other | A | Common Stock | 641 | 0.00 | — | 32,735 | — | ↗ |
| 2023-11-21 | Russell Vernon A | Director | J-Other | A | Common Stock | 119 | 0.00 | — | 6,113 | — | ↗ |
| 2023-11-21 | Rinehardt Cheryl P | Officer | J-Other | A | Common Stock (Held by Self TOD Son) | 24 | 0.00 | — | 1,224 | — | ↗ |
| 2023-11-21 | Rankin Frank A III | Director | J-Other | A | Common Stock (Held by Self) | 960 | 0.00 | — | 48,970 | — | ↗ |
| 2023-11-21 | Poplin Chris M | Director | J-Other | A | Common Stock (Held jointly with Spouse) | 167 | 0.00 | — | 8,560 | — | ↗ |
| 2023-11-21 | Morgan Wesley A | Director | J-Other | A | Common Stock (Held by Self) | 115 | 0.00 | — | 5,867 | — | ↗ |
| 2023-11-21 | McAulay Matthew D. | Director | J-Other | A | Common Stock (Held jointly with Spouse) | 17 | 0.00 | — | 876 | — | ↗ |
| 2023-11-21 | Klauder Mary N | Director | J-Other | A | Common Stock (Held by Self) | 161 | 0.00 | — | 8,228 | — | ↗ |
| 2023-11-21 | Hudson Matthew R | Director | J-Other | A | Common Stock (Held jointly with Spouse) | 59 | 0.00 | — | 3,027 | — | ↗ |
| 2023-11-21 | Hanson Cynthia B | Director | J-Other | A | Common Stock (Held by Self) | 23 | 0.00 | — | 1,182 | — | ↗ |
| 2023-11-21 | Furr Allen K | Director | J-Other | A | Common Stock | 4 | 0.00 | — | 220 | — | ↗ |
| 2023-11-21 | Foster Deidre B | Director | J-Other | A | Common Stock (Held jointly with Spouse) | 59 | 0.00 | — | 3,027 | — | ↗ |
| 2023-11-21 | Eudy Tara G | Director | J-Other | A | Common Stock (Held by Self) | 69 | 0.00 | — | 3,549 | — | ↗ |
| 2023-11-21 | DICK ROGER L | Officer | J-Other | A | Common Stock | 51 | 0.00 | — | 2,630 | — | ↗ |
| 2023-11-21 | Chambers Vanessa O | Director | J-Other | A | Common Stock (Held jointly with Spouse) | 31 | 0.00 | — | 1,630 | — | ↗ |
| 2023-11-21 | CAMPBELL JAMES O | Director | J-Other | A | Common Stock (Held by Self) | 131 | 0.00 | — | 6,724 | — | ↗ |
| 2023-11-21 | Bowers Dean M | Director | J-Other | A | Common Stock (Held by Self) | 148 | 0.00 | — | 7,574 | — | ↗ |
| 2023-11-21 | Beaver R David III | Officer | J-Other | A | Common Stock (Held jointly with Mother) | 23 | 0.00 | — | 1,208 | — | ↗ |
| 2023-11-21 | Bates Aaron David | Director | J-Other | A | Common Stock | 12 | 0.00 | — | 652 | — | ↗ |
| 2023-11-21 | Andrew Jason R | Officer | J-Other | A | Common Stock | 236 | 0.00 | — | 12,059 | — | ↗ |
| 2023-11-21 | Amirtharaj Merlin | Director | J-Other | A | Common Stock (Held jointly with Spouse) | 80 | 0.00 | — | 4,086 | — | ↗ |
Executive team
Top executives
EBIT / Employee
84.4K
Shares Outstanding
7.14M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Jeffery L. Trout, President of Uwharrie | 100.0K | 17.0K | 10.0K | — | 3.3K | 651.7K | 781.9K | 1.28% | ↗ |
| 2 | 2025 | Roger L. Dick, President and Chief Executive Officer of the Company; Officer of the Bank | 396.9K | 170.0K | — | — | 11.9K | 170.4K | 749.3K | 0.00% | ↗ |
| 3 | 2025 | R. David Beaver, III, Chief Risk Officer of the Company; President of the Bank | 304.5K | 113.0K | 20.0K | — | 9.7K | 76.4K | 523.6K | 3.82% | ↗ |
| 4 | 2024 | Jeffery L. Trout, President of Uwharrie | 100.0K | 15.0K | 10.0K | — | 2.2K | 606.4K | 733.6K | 1.36% | ↗ |
| 5 | 2024 | Roger L. Dick, President and Chief Executive Officer of the Company; Officer of the Bank | 381.7K | 155.0K | — | — | 7.6K | 167.7K | 712.0K | 0.00% | ↗ |
| 6 | 2024 | R. David Beaver, III, Chief Risk Officer of the Company; President of the Bank | 292.0K | 103.0K | 20.0K | — | 6.2K | 79.8K | 501.0K | 3.99% | ↗ |
| 7 | 2023 | Roger L. Dick, President and Chief Executive Officer of the Company; Officer of the Bank | 363.3K | 132.0K | — | — | 7.2K | 164.2K | 666.7K | 0.00% | ↗ |
| 8 | 2023 | Jeffery L. Trout, President of Uwharrie | 100.0K | 23.6K | 10.0K | — | 2.2K | 388.2K | 524.0K | 1.91% | ↗ |
| 9 | 2023 | R. David Beaver, III, Chief Risk Officer of the Company and the Bank; President of the Bank | 280.0K | 88.0K | 20.0K | — | 6.0K | 74.4K | 468.4K | 4.27% | ↗ |
| 10 | 2023 | R. David Beaver, III, Chief Risk Officer of the Company; President of the Bank | 280.0K | 88.0K | 20.0K | — | 6.0K | 74.4K | 468.4K | 4.27% | ↗ |
| 11 | 2022 | Jeffery L. Trout, President of Uwharrie | 100.0K | 65.6K | 10.0K | — | 2.8K | 549.4K | 727.7K | 1.37% | ↗ |
| 12 | 2022 | Roger L. Dick, President and Chief Executive Officer of the Company; Officer of the Bank | 331.7K | 116.0K | — | — | 8.3K | 160.4K | 616.3K | 0.00% | ↗ |
| 13 | 2022 | R. David Beaver, III, Chief Risk Officer of the Company and the Bank; President of the Bank | 260.0K | 78.0K | 15.0K | — | 6.9K | 63.0K | 422.8K | 3.55% | ↗ |
| 14 | 2021 | Brendan P. Duffey, Former Chief Operating Officer, Chief Risk Officer and Executive Vice President of the Company; Former President and Chief Executive Officer of the Bank | — | — | — | — | — | 1.69M | 1.69M | 0.00% | ↗ |
| 15 | 2021 | Jeffery L. Trout, President of Uwharrie | 100.0K | 110.0K | 10.0K | — | 3.3K | 1.06M | 1.28M | 0.78% | ↗ |
| 16 | 2021 | Roger L. Dick, President and Chief Executive Officer of the Company; Officer of the Bank | 291.7K | 150.0K | — | — | 8.8K | 158.8K | 609.2K | 0.00% | ↗ |
| 17 | 2021 | R. David Beaver, III, Chief Risk Officer of the Company and the Bank; President of the Bank | 240.0K | 100.0K | 15.0K | — | 7.7K | 59.9K | 422.5K | 3.55% | ↗ |
| 18 | 2020 | Jeffrey L. Trout, President, Uwharrie | 81.5K | 131.0K | 10.0K | — | 1.8K | 786.3K | 1.01M | 0.99% | ↗ |
| 19 | 2020 | Jeffery L. Trout, President of Uwharrie | 81.5K | 131.0K | 10.0K | — | 1.8K | 786.3K | 1.01M | 0.99% | ↗ |
| 20 | 2020 | Roger L. Dick, President and Chief Executive Officer of the Company; Officer of the Bank | 291.7K | 90.0K | — | — | 5.8K | 156.5K | 544.0K | 0.00% | ↗ |
| 21 | 2020 | R. David Beaver, III, Chief Risk Officer of the Company and the Bank; President of the Bank | 225.0K | 65.0K | 15.0K | — | 4.8K | 44.5K | 354.3K | 4.23% | ↗ |
| 22 | 2020 | R. David Beaver, III, Chief Financial Officer of the Company and the Bank; Chief Risk Company; President of the Bank | 225.0K | 65.0K | 15.0K | — | 4.8K | 44.5K | 354.3K | 4.23% | ↗ |
| 23 | 2020 | Brendan P. Duffey, Former Chief Operating Officer, Chief Risk Officer and Executive Vice President of the Company; Former President and Chief Executive Officer of the Bank | 16.9K | — | — | — | — | 1.4K | 18.3K | 0.00% | ↗ |
| 24 | 2019 | Roger L. Dick, President and Chief Executive Officer of the Company; Officer of the Bank | 258.5K | 46.0K | — | — | 5.2K | 153.1K | 462.7K | 0.00% | ↗ |
| 25 | 2019 | Brendan P. Duffey, Former Chief Operating Officer, Chief Risk Officer and Executive Vice President of the Company; Former and Chief Executive Officer of the Bank | 251.7K | 74.1K | — | — | 5.0K | 125.0K | 455.8K | 0.00% | ↗ |
| 26 | 2019 | R. David Beaver, III, Chief Financial Officer of the Company and the Bank; Chief Risk Company; President of the Bank | 200.0K | 32.8K | 15.0K | — | 4.3K | 42.0K | 294.1K | 5.10% | ↗ |
| 27 | 2019 | R. David Beaver, III Chief Financial Officer of the Company and the Bank; Chief Risk Officer of the Company; President of the Bank | 200.0K | 32.8K | 15.0K | — | 4.3K | 42.0K | 294.1K | 5.10% | ↗ |
| 28 | 2018 | Roger L. Dick, President and Chief Executive Officer of the Company; Cashier of the Bank | 258.5K | 40.0K | — | — | 5.2K | 152.7K | 456.4K | 0.00% | ↗ |
| 29 | 2018 | Roger L. Dick, President and Chief Executive Officer of the Company; Officer of the Bank | 258.5K | 40.0K | — | — | 5.2K | 152.7K | 456.4K | 0.00% | ↗ |
| 30 | 2018 | Brendan P. Duffey, Former Chief Operating Officer, Chief Risk Officer and Executive Vice President of the Company; Former and Chief Executive Officer of the Bank | 251.7K | 40.0K | — | — | 5.0K | 122.7K | 419.4K | 0.00% | ↗ |
| 31 | 2018 | Brendan P. Duffey, Chief Operating Officer, Chief Risk Officer and Executive Vice President of the Company; President and Chief Executive Officer of the Bank | 251.7K | 40.0K | — | — | 5.0K | 122.7K | 419.4K | 0.00% | ↗ |
| 32 | 2018 | R. David Beaver, III Chief Financial Officer of the Company and the Bank | 200.0K | 28.5K | 15.0K | — | 4.3K | 42.9K | 290.8K | 5.16% | ↗ |
| 33 | 2018 | R. David Beaver, III Chief Financial Officer of the Company and the Bank; Chief Risk Officer of the Company; President of the Bank | 200.0K | 28.5K | 15.0K | — | 4.3K | 42.9K | 290.8K | 5.16% | ↗ |
| 34 | 2017 | Roger L. Dick, President and Chief Executive Officer of the Company; Cashier of the Bank | 248.5K | 40.0K | — | — | 5.0K | 152.9K | 446.3K | 0.00% | ↗ |
| 35 | 2017 | Brendan P. Duffey, Chief Operating Officer, Chief Risk Officer and Executive Vice President of the Company; President and Chief Executive Officer of the Bank | 226.7K | 40.0K | — | — | 4.5K | 122.2K | 393.4K | 0.00% | ↗ |
| 36 | 2017 | R. David Beaver, III Chief Financial Officer of the Company and the Bank | 190.0K | 20.1K | 10.0K | — | 4.0K | 41.8K | 265.9K | 3.76% | ↗ |
| 37 | 2016 | Roger L. Dick, President and Chief Executive Officer of the Company; Cashier of the Bank | 248.5K | 30.0K | — | — | 5.0K | 151.8K | 435.2K | 0.00% | ↗ |
| 38 | 2016 | Roger L. Dick, President and Chief Executive Officer of the Company; Chief Executive Officer of the Bank | 248.5K | 30.0K | — | — | 5.0K | 147.3K | 430.8K | 0.00% | ↗ |
| 39 | 2016 | Brendan P. Duffey, Chief Operating Officer, Chief Risk Officer and Executive Vice President of the Company; President and Chief Executive Officer of the Bank | 226.7K | 30.0K | — | — | 4.5K | 150.2K | 411.4K | 0.00% | ↗ |
| 40 | 2016 | Brendan P. Duffey, Chief Operating Officer, Chief Risk Officer and Executive Vice President of the Company; President of the Bank | 226.7K | 30.0K | — | — | 4.5K | 117.9K | 379.2K | 0.00% | ↗ |
| 41 | 2016 | R. David Beaver, III Chief Financial Officer of the Company and the Bank | 190.0K | 20.0K | 10.0K | — | 4.0K | 40.3K | 264.3K | 3.78% | ↗ |
| 42 | 2016 | R. David Beaver, III, Chief Financial Officer of the Company and Bank | 190.0K | 20.0K | 10.0K | — | 4.0K | 40.3K | 264.3K | 3.78% | ↗ |
| 43 | 2015 | Roger L. Dick, President and Chief Executive Officer of the Company; Chief Executive Officer of the Bank | 248.5K | 25.0K | — | — | 5.0K | 145.5K | 423.9K | 0.00% | ↗ |
| 44 | 2015 | Brendan P. Duffey, Chief Operating Officer, Chief Risk Officer and Executive Vice President of the Company; President of the Bank | 226.7K | 22.5K | — | — | 4.5K | 119.4K | 373.1K | 0.00% | ↗ |
| 45 | 2015 | R. David Beaver, III, Chief Financial Officer of the Company and Bank | 165.0K | — | 10.0K | — | 3.3K | 35.2K | 213.5K | 4.68% | ↗ |
| 46 | 2014 | Roger L. Dick, President and Chief Executive Officer of the Company; Chief Executive Officer of the Bank | 248.5K | 20.0K | — | — | 5.0K | 151.0K | 424.4K | 0.00% | ↗ |
| 47 | 2014 | Brendan P. Duffey, Chief Operating Officer, Chief Risk Officer and Executive Vice President of the Company; President of the Bank | 226.7K | 20.0K | — | — | 4.5K | 122.1K | 373.3K | 0.00% | ↗ |
| 48 | 2014 | Christy D. Stoner, Chief Executive Officer, Strategic Investment Advisors, Inc.; Executive Vice President of the Bank | 153.5K | — | — | — | 3.1K | 103.3K | 259.8K | 0.00% | ↗ |
| 49 | 2014 | Jeffrey M. Talley, President, Strategic Investment Advisors, Inc.; Executive Vice President of the Bank | 83.8K | — | — | — | 1.7K | 156.6K | 242.1K | 0.00% | ↗ |
| 50 | 2014 | R. David Beaver, III, Chief Financial Officer of the Company and Bank | 130.0K | — | — | — | 2.6K | 14.8K | 147.4K | 0.00% | ↗ |
| 51 | 2014 | R. David Beaver, III Chief Financial Officer of the Company and Bank | 130.0K | — | — | — | 2.6K | 14.8K | 147.4K | 0.00% | ↗ |
| 52 | 2013 | Roger L. Dick, President and Chief Executive Officer of the Company; Chief Executive Officer of the Bank | 248.5K | — | — | — | — | 148.8K | 397.3K | 0.00% | ↗ |
| 53 | 2013 | Brendan P. Duffey, Chief Operating Officer, Chief Risk Officer and Executive Vice President of the Company; President of the Bank | 226.7K | — | — | — | — | 120.5K | 347.2K | 0.00% | ↗ |
| 54 | 2013 | Christy D. Stoner, Chief Executive Officer, Strategic Investment Advisors, Inc.; Executive Vice President of the Bank | 153.5K | — | — | — | 450.00 | 97.6K | 251.6K | 0.00% | ↗ |
| 55 | 2013 | Jeffrey M. Talley, President, Strategic Investment Advisors, Inc.; Executive Vice President of the Bank | 83.8K | — | — | — | 400.00 | 156.1K | 240.3K | 0.00% | ↗ |
| 56 | 2013 | R. David Beaver, III Chief Financial Officer of the Company and Bank | 105.8K | — | — | — | 450.00 | 11.9K | 118.2K | 0.00% | ↗ |
| 57 | 2009 | Roger L. Dick, President and Chief Executive Officer of the Company | 238.9K | — | — | — | 6.0K | 145.0K | 389.9K | 0.00% | ↗ |
| 58 | 2009 | Jimmy L. Strayhorn, President and Chief Executive Officer, Anson Bank & Trust Co. | 111.1K | — | — | — | 2.8K | 244.4K | 358.3K | 0.00% | ↗ |
| 59 | 2009 | Brendan P. Duffey, Executive Vice President and Chief Operating Officer of the Company | 218.0K | — | — | — | 5.4K | 131.3K | 354.7K | 0.00% | ↗ |
| 60 | 2009 | Christy D. Stoner, President and Chief Executive Officer of The Strategic Alliance Corporation and BOS Agency, Inc.; Chief Executive Officer, Strategic Investment Advisors, Inc.; Executive Vice President of Marketing of the Company | 146.1K | — | — | — | 3.7K | 82.5K | 232.2K | 0.00% | ↗ |
| 61 | 2009 | Jeffrey M. Talley, President, Strategic Investment Advisors, Inc. | 81.3K | — | — | — | 2.0K | 80.8K | 164.2K | 0.00% | ↗ |
| 62 | 2009 | W. D. “Bill” Lawhon, Jr., President and Chief Executive Officer, Bank of Stanly | 133.8K | — | — | — | 3.3K | 15.4K | 152.5K | 0.00% | ↗ |
| 63 | 2009 | Patricia K. Horton, President and Chief Executive Officer, Cabarrus Bank & Trust Company | 127.2K | — | — | — | 3.2K | 13.8K | 144.1K | 0.00% | ↗ |
| 64 | 2009 | Robert O. Bratton, Chief Financial Officer of the Company | 108.0K | — | — | — | 2.7K | 8.0K | 118.7K | 0.00% | ↗ |
| 65 | 2009 | Barbara S. Williams, Executive Vice President and Controller of the Company | 97.4K | — | — | — | 2.4K | 8.4K | 108.3K | 0.00% | ↗ |
| 66 | 2008 | Roger L. Dick, President and Chief Executive Officer of the Company | 236.2K | 35.0K | — | — | 5.8K | 146.5K | 423.5K | 0.00% | ↗ |
| 67 | 2008 | Brendan P. Duffey, Executive Vice President and Chief Operating Officer of the Company | 215.5K | 32.0K | — | — | 5.3K | 114.9K | 367.7K | 0.00% | ↗ |
| 68 | 2008 | Christy D. Stoner, President and Chief Executive Officer of The Strategic Alliance Corporation and BOS Agency, Inc.; Chief Executive Officer, Strategic Investment Advisors, Inc.; Executive Vice President of Marketing of the Company | 144.5K | 10.0K | — | — | 3.7K | 93.8K | 252.0K | 0.00% | ↗ |
| 69 | 2008 | Jimmy L. Strayhorn, President and Chief Executive Officer, Anson Bank & Trust Co. | 109.8K | 7.0K | — | — | 2.7K | 126.7K | 246.2K | 0.00% | ↗ |
| 70 | 2008 | Jeffrey M. Talley, President, Strategic Investment Advisors, Inc. | 81.3K | 8.5K | — | — | 2.0K | 91.0K | 182.8K | 0.00% | ↗ |
| 71 | 2008 | W. D. “Bill” Lawhon, Jr., President and Chief Executive Officer, Bank of Stanly | 132.3K | 8.5K | — | — | 3.3K | 17.8K | 161.9K | 0.00% | ↗ |
| 72 | 2008 | Patricia K. Horton, President and Chief Executive Officer, Cabarrus Bank & Trust Company | 125.8K | 6.5K | — | — | 3.1K | 13.0K | 148.3K | 0.00% | ↗ |
| 73 | 2008 | Barbara S. Williams, Executive Vice President and Controller of the Company (Principal Financial Officer) | 96.3K | 6.0K | — | — | 2.5K | 6.6K | 111.3K | 0.00% | ↗ |
| 74 | 2008 | Barbara S. Williams, Executive Vice President and Controller of the Company | 96.3K | 6.0K | — | — | 2.5K | 6.6K | 111.3K | 0.00% | ↗ |
| 75 | 2008 | Robert O. Bratton, Chief Financial Officer of the Company | 27.0K | — | — | — | — | 193.00 | 27.2K | 0.00% | ↗ |
| 76 | 2008 | Robert O. Bratton Chief Financial Officer of the Company | 27.0K | — | — | — | — | 193.00 | 27.2K | 0.00% | ↗ |
| 77 | 2007 | Roger L. Dick, President and Chief Executive Officer of the Company | 230.2K | 34.0K | — | — | 11.5K | 53.5K | 329.2K | 0.00% | ↗ |
| 78 | 2007 | Brendan P. Duffey, Executive Vice President and Chief Operating Officer of the Company | 210.0K | 29.0K | — | — | 10.5K | 63.2K | 312.7K | 0.00% | ↗ |
| 79 | 2007 | Christy D. Stoner, President and Chief Executive Officer of The Strategic Alliance Corporation and BOS Agency, Inc.; Chief Executive Officer, Strategic Investment Advisors, Inc.; Executive Vice President of Marketing of the Company | 141.2K | 8.5K | — | — | 7.1K | 68.2K | 224.9K | 0.00% | ↗ |
| 80 | 2007 | Jeffrey M. Talley, President, Strategic Investment Advisors, Inc. | 81.3K | 5.8K | — | — | 4.1K | 68.3K | 159.6K | 0.00% | ↗ |
| 81 | 2007 | W. D. “Bill” Lawhon, Jr., President and Chief Executive Officer, Bank of Stanly | 128.9K | 8.5K | — | — | 6.4K | 8.5K | 152.4K | 0.00% | ↗ |
| 82 | 2007 | Patricia K. Horton, President and Chief Executive Officer, Cabarrus Bank & Trust Company | 122.5K | 11.5K | — | — | 6.4K | 8.0K | 148.4K | 0.00% | ↗ |
| 83 | 2007 | Patricia K. Horton, Chief Executive Officer, Cabarrus Bank & Trust Company | 122.5K | 11.5K | — | — | 6.4K | 8.0K | 148.4K | 0.00% | ↗ |
| 84 | 2007 | Jimmy L. Strayhorn, President and Chief Executive Officer, Anson Bank & Trust Co. | 107.0K | 4.2K | — | — | 5.4K | 20.7K | 137.2K | 0.00% | ↗ |
| 85 | 2007 | Barbara S. Williams, Executive Vice President and Controller of the Company (Principal Financial Officer) | 93.8K | 5.8K | — | — | 4.7K | 6.2K | 110.6K | 0.00% | ↗ |
| 86 | 2006 | Roger L. Dick, President and Chief Executive Officer of the Company | 222.4K | 13.0K | — | — | 11.1K | 51.3K | 297.9K | 0.00% | ↗ |
| 87 | 2006 | Brendan P. Duffey, Executive Vice President and Chief Operating Officer of the Company | 202.9K | 13.0K | — | — | 10.1K | 11.7K | 237.7K | 0.00% | ↗ |
| 88 | 2006 | Christy D. Stoner, President and Chief Executive Officer of The Strategic Alliance Corporation and BOS Agency, Inc.; Chief Executive Officer, Strategic Investment Advisors, Inc.; Executive Vice President of Marketing of the Company | 140.8K | 8.5K | — | — | 7.0K | 13.6K | 169.9K | 0.00% | ↗ |
| 89 | 2006 | Patricia K. Horton, Chief Executive Officer, Cabarrus Bank & Trust Company | 118.4K | 8.0K | — | — | 5.9K | 6.9K | 139.3K | 0.00% | ↗ |
| 90 | 2006 | Patricia K. Horton, President and Chief Executive Officer, Cabarrus Bank & Trust Company | 118.4K | 8.0K | — | — | 5.9K | 6.9K | 139.3K | 0.00% | ↗ |
| 91 | 2006 | W. D. “Bill” Lawhon, Jr., President and Chief Executive Officer, Bank of Stanly | 123.2K | — | — | — | 6.2K | 7.0K | 136.4K | 0.00% | ↗ |
| 92 | 2006 | Jimmy L. Strayhorn, President and Chief Executive Officer, Anson Bank & Trust Co. | 103.4K | 5.0K | — | — | 5.2K | 14.9K | 128.5K | 0.00% | ↗ |
| 93 | 2006 | Barbara S. Williams, Executive Vice President and Controller of the Company (Principal Financial Officer) | 90.5K | 5.0K | — | — | 4.5K | 5.3K | 105.4K | 0.00% | ↗ |
| 94 | 2006 | Virginia R. Dunn, Executive Vice President and Chief Financial Officer of the Company | 80.6K | — | — | — | — | 301.00 | 80.9K | 0.00% | ↗ |
| 95 | 2006 | W. Stephen Aldridge, III Bill C. Burnside W. Kenneth Huntley Joseph R. Kluttz, Jr. Lee Roy Lookabill, Jr. Edward B. Tyson Raymond R. Cranford, Jr. Thomas M. Hearne, Jr. Charles D. Horne Cynthia L. Mynatt James E. Nance S. Todd Swaringen | — | — | — | — | — | — | — | — | ↗ |
| 96 | 2005 | Roger L. Dick, President and Chief Executive Officer of the Company | 210.8K | 5.3K | — | — | — | 6.5K | 222.5K | 0.00% | ↗ |
| 97 | 2005 | Brendan P. Duffey, Executive Vice President and Chief Operating Officer of the Company | 190.0K | 4.8K | — | — | — | 4.9K | 199.7K | 0.00% | ↗ |
| 98 | 2005 | Christy D. Stoner, President and Chief Executive Officer of The Strategic Alliance Corporation, Strategic Investment Advisors, Inc. and BOS Agency, Inc.; Executive Vice President of Marketing of the Company | 129.8K | 3.2K | — | — | — | 4.0K | 137.0K | 0.00% | ↗ |
| 99 | 2005 | Patricia K. Horton, Chief Executive Officer, Cabarrus Bank & Trust Company | 110.0K | 2.9K | — | — | — | 3.5K | 116.3K | 0.00% | ↗ |
| 100 | 2005 | W. D. “Bill” Lawhon, Jr., President and Chief Executive Officer, Bank of Stanly | 99.8K | 3.3K | — | — | — | 3.1K | 106.3K | 0.00% | ↗ |
| 101 | 2005 | Jimmy L. Strayhorn, President and Chief Executive Officer, Anson Bank & Trust Co. | 93.6K | 2.4K | — | — | — | 2.9K | 98.9K | 0.00% | ↗ |
| 102 | 2005 | Virginia R. Dunn, Executive Vice President and Chief Financial Officer of the Company | 50.0K | — | — | 34.9K | — | — | 84.9K | 41.12% | ↗ |
| 103 | 2005 | Robert B. Brannan, III, President, Cabarrus Bank & Trust Company | 30.9K | — | — | 12.0K | — | — | 42.9K | 28.00% | ↗ |
| 104 | 2004 | Roger L. Dick, President and Chief Executive Officer of the Company | 193.0K | 2.2K | — | — | — | 5.9K | 201.0K | 0.00% | ↗ |
| 105 | 2004 | Brendan P. Duffey, Executive Vice President and Chief Operating Officer of the Company | 117.4K | — | — | 69.1K | — | 476.00 | 187.0K | 36.96% | ↗ |
| 106 | 2004 | Christy D. Stoner, President and Chief Executive Officer of The Strategic Alliance Corporation, Strategic Investment Advisors, Inc. and BOS Agency, Inc.; Executive Vice President of Marketing of the Company | 129.8K | 1.6K | — | — | — | 4.0K | 135.4K | 0.00% | ↗ |
| 107 | 2004 | Sanjay V. Mistry, President, Cabarrus Bank & Trust Company | 104.0K | 1.4K | — | — | — | 3.2K | 108.6K | 0.00% | ↗ |
| 108 | 2004 | W. D. “Bill” Lawhon, Jr., President and Chief Executive Officer, Bank of Stanly | 99.8K | 2.0K | — | — | — | 3.1K | 105.0K | 0.00% | ↗ |
| 109 | 2004 | Jimmy L. Strayhorn, President and Chief Executive Officer, Anson Bank & Trust Co. | 93.6K | 1.6K | — | — | — | 2.9K | 98.1K | 0.00% | ↗ |
| 110 | 2004 | Patricia K. Horton, Chief Executive Officer, Cabarrus Bank & Trust Company | 60.5K | 405.00 | — | — | — | — | 60.9K | 0.00% | ↗ |
| 111 | 2003 | Ronald B. Davis, President of the Company; President and Chief Executive Officer of the Bank of Stanly | 171.4K | 47.2K | — | — | — | 6.1K | 224.7K | 0.00% | ↗ |
| 112 | 2003 | Roger L. Dick, President and Chief Executive Officer of the Company | 171.4K | 47.2K | — | — | — | 6.1K | 224.7K | 0.00% | ↗ |
| 113 | 2003 | Roger L. Dick, Chief Executive Officer of the Company | 171.4K | 47.2K | — | — | — | 6.1K | 224.7K | 0.00% | ↗ |
| 114 | 2003 | Christy D. Stoner, President and Chief Executive Officer of The Strategic Alliance Corporation, Strategic Investment Advisors, Inc. and BOS Agency, Inc.; Executive Vice President of Marketing of the Company | 129.4K | 34.5K | — | — | — | 4.9K | 168.8K | 0.00% | ↗ |
| 115 | 2003 | Christy D. Stoner, President and Chief Executive Officer of The Strategic Alliance Corporation, Strategic Investment Advisors, Inc. and BOS Agency, Inc. | 129.4K | 34.5K | — | — | — | 4.9K | 168.8K | 0.00% | ↗ |
| 116 | 2003 | Sanjay V. Mistry, President, Cabarrus Bank & Trust Company | 103.3K | 4.6K | — | — | — | 2.9K | 110.9K | 0.00% | ↗ |
| 117 | 2003 | Sanjay V. Mistry, President and Chief Executive Officer, Cabarrus Bank & Trust Company | 103.3K | 4.6K | — | — | — | 2.9K | 110.9K | 0.00% | ↗ |
| 118 | 2003 | W. D. “Bill” Lawhon, Jr., President and Chief Executive Officer, Bank of Stanly | 96.6K | 5.8K | — | — | — | 2.0K | 104.4K | 0.00% | ↗ |
| 119 | 2003 | Jimmy L. Strayhorn, President and Chief Executive Officer, Anson Bank & Trust Co. | 90.6K | 3.4K | — | — | — | 1.8K | 95.9K | 0.00% | ↗ |
| 120 | 2002 | Ronald B. Davis, President of the Company; President and Chief Executive Officer of the Bank of Stanly | 164.8K | 40.2K | — | — | — | 5.7K | 210.7K | 0.00% | ↗ |
| 121 | 2002 | Roger L. Dick, President and Chief Executive Officer of the Company | 164.8K | 40.4K | — | — | — | 5.3K | 210.6K | 0.00% | ↗ |
| 122 | 2002 | Roger L. Dick, Chief Executive Officer of the Company | 164.8K | 40.4K | — | — | — | 5.3K | 210.6K | 0.00% | ↗ |
| 123 | 2002 | Christy D. Stoner, President and Chief Executive Officer of The Strategic Alliance Corporation, Strategic Investment Advisors, Inc. and BOS Agency, Inc.; Executive Vice President of Marketing of the Company | 124.4K | 29.4K | — | — | — | 4.1K | 157.9K | 0.00% | ↗ |
| 124 | 2002 | Christy D. Stoner, President and Chief Executive Officer of The Strategic Alliance Corporation, Strategic Investment Advisors, Inc. and BOS Agency, Inc. | 124.4K | 29.4K | — | — | — | 4.1K | 157.9K | 0.00% | ↗ |
| 125 | 2002 | Sanjay V. Mistry, President, Cabarrus Bank & Trust Company | 83.3K | 5.0K | — | — | — | 500.00 | 88.8K | 0.00% | ↗ |
| 126 | 2002 | Sanjay V. Mistry, President and Chief Executive Officer, Cabarrus Bank & Trust Company | 83.3K | 5.0K | — | — | — | 500.00 | 88.8K | 0.00% | ↗ |
| 127 | 2002 | W. D. “Bill” Lawhon, Jr., President and Chief Executive Officer, Bank of Stanly | 16.0K | 955.00 | — | — | — | — | 17.0K | 0.00% | ↗ |
| 128 | 2002 | Jimmy L. Strayhorn, President and Chief Executive Officer, Anson Bank & Trust Co. | 15.0K | 150.00 | — | — | — | — | 15.2K | 0.00% | ↗ |
| 129 | 2001 | Roger L. Dick, Chief Executive Officer of the Company | 157.8K | 20.4K | — | — | — | 5.1K | 183.3K | 0.00% | ↗ |
| 130 | 2001 | Ronald B. Davis, President of the Company; President and Chief Executive Officer of the Bank of Stanly | 157.8K | 20.4K | — | — | — | 3.3K | 181.5K | 0.00% | ↗ |
| 131 | 2001 | Christy D. Stoner, President and Chief Executive Officer of The Strategic Alliance Corporation, Strategic Investment Advisors, Inc. and BOS Agency, Inc. | 118.6K | 14.8K | — | — | — | 3.6K | 137.0K | 0.00% | ↗ |
| 132 | 2000 | Roger L. Dick, Chief Executive Officer of the Company | 165.3K | 49.6K | — | — | — | 5.3K | 220.2K | 0.00% | ↗ |
| 133 | 2000 | Ronald B. Davis, President of the Company; President and Chief Executive Officer of the Bank of Stanly | 158.8K | 49.6K | — | — | — | 5.3K | 213.6K | 0.00% | ↗ |
| 134 | 2000 | Christy D. Stoner, President and Chief Executive Officer of The Strategic Alliance Corporation, Strategic Investment Advisors, Inc. and BOS Agency, Inc. | 117.6K | 34.9K | — | — | — | 3.4K | 155.9K | 0.00% | ↗ |
| 135 | 1998 | W. Stephen Aldridge, III Bill C. Burnside W. Kenneth Huntley Joseph R. Kluttz, Jr. Lee Roy Lookabill, Jr. Edward B. Tyson Raymond R. Cranford, Jr. Thomas M. Hearne, Jr. Charles D. Horne Cynthia L. Mynatt James E. Nance S. Todd Swaringen | — | — | — | — | — | — | — | — | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jeffrey L. Trout | President of Uwharrie Bank Mortgage | 772.0K | male |
| Roger Lee Dick | President & Chief Executive Officer | 624.3K | male |
| R. David Beaver | Chief Risk Officer | 468.7K | male |
| Christy Davis Stoner | Chief Marketing Officer | 216.5K | female |
| Mike Massey | Senior Vice President & Director of Administration | — | — |
| Brooke L. Senter | Chief People Officer | — | — |
| Tamara Singletary | Executive Vice President of Investor Relations & Corporate Secretary | — | female |
| Heather H. Almond | Chief Financial Officer | — | female |
| Jason R. Andrew | Chief Operations Officer | — | male |
| JoAnne Burleson | Financial Advisor, Principal & SVP | — | female |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for UWHR
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.
