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WaFd, Inc. (WAFD)

USD38.48 +0.47 (+1.23%)
US NASDAQ Financial Services Banks - Regional
Address 425 Pike Street 98101
Seattle, WA, US
CEO Brent J. Beardall
IPO 1982-11-09
CIK 936528 ISIN US9388241096

Explore sections of this company profile

Also trades on NASDAQ Global Select · WAFD (USD) NASDAQ Global Select · WAFDP (USD)
Description

WaFd, Inc. delivers a comprehensive suite of banking and financial services, encompassing lending, deposit accounts, and insurance, primarily catering to individual consumers. Beyond retail banking, the company also serves the financial needs of mid-sized to large businesses, as well as owners and developers within the commercial real estate sector. Established on November 15, 1994, WaFd, Inc. maintains its headquarters in Seattle, Washington.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Grantee WFSL 1996-08-23 View
United Savings Board WFSL 2003-06-24 View
INC. PROPOSALS 2007-08-10 View
Anchor Bancorp ANCB 2017-05-23 View
Luther Burbank Corporation LBC 2023-03-01 View
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
USD38.48 +0.47 (+1.23%)
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Volume Profile
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Liquidity & share structure
Average Volume
617.5K
Beta
0.84
Float Shares
73.01M
Free Float %
98.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.08% +0.71% +0.45% +14.12% +12.32% +11.02% +25.48% +36.72% +6.24% +42.30% +6,949.96%
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 (11 ratings, all time) Hold
Price Targets & DCF
Current price
38.48
Low 34.00 -11.6%
Consensus 35.00 -9.0%
Median 35.00 -9.0%
High 36.00 -6.4%
DCF (Unlevered) 48.37 +25.7%
DCF (Levered) 59.61 +54.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
36.00
-6.4%
Last Year 3
33.50
-12.9%
All Time 6
34.58
-10.1%
Quality scores
Altman Z-Score
-0.63
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    -1.6% Q1'26: -2.8% (vs Q1'25)
  • EPS growth
    +5.2% Q1'26: +33.8% (vs Q1'25)
  • FCF margin
    Q1'26: +19.7% (vs Q1'25)
  • EBIT margin
    Q1'26: +24.3% (vs Q1'25)
  • ROIC
    Q1'26: +4.8% (vs Q1'25)
  • Share dilution
    +8.0% Q1'26: -6.8% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 9.29× (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 (0.85) × ERP
WACC = 61% × Ke + 39% × Kd (37.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 48.37 Current price: 38.48
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 Sep 1998
actual
Sep 1999
actual
Sep 2000
actual
Sep 2001
actual
Sep 2002
actual
Sep 2003
actual
Sep 2004
actual
Sep 2005
actual
Sep 2006
actual
Sep 2007
actual
Sep 2008
actual
Sep 2009
actual
Sep 2010
actual
Sep 2011
actual
Sep 2012
actual
Sep 2013
actual
Sep 2014
actual
Sep 2015
actual
Sep 2016
actual
Sep 2017
actual
Sep 2018
actual
Sep 2019
actual
Sep 2020
actual
Sep 2021
actual
Sep 2022
actual
Sep 2023
actual
Sep 2024
actual
Sep 2025
actual
Sep 2026
3 Rev. Ana.
3 EPS Ana.
Sep 2027
3 Rev. Ana.
3 EPS Ana.
Revenue
471.60M
est: 224.42M (+110.1%)
468.27M
est: 221.52M (+111.4%)
508.40M
est: 205.71M (+147.2%)
543.85M
est: 237.77M (+128.7%)
521.97M
est: 278.45M (+87.5%)
465.87M
est: 269.34M (+73.0%)
419.50M
est: 261.00M (+60.7%)
469.75M
est: 276.67M (+69.8%)
546.14M
est: 275.97M (+97.9%)
634.25M
est: 283.16M (+124.0%)
728.96M
est: 341.77M (+113.3%)
694.43M
est: 558.05M (+24.4%)
783.99M
est: 311.27M (+151.9%)
672.55M
est: 441.53M (+52.3%)
606.79M
est: 390.31M (+55.5%)
538.22M
est: 374.17M (+43.8%)
561.61M
est: 431.50M (+30.2%)
580.28M
est: 449.93M (+29.0%)
593.88M
est: 465.23M (+27.7%)
602.63M
est: 476.96M (+26.3%)
651.06M
est: 522.23M (+24.7%)
734.59M
est: 540.13M (+36.0%)
708.25M
est: 536.37M (+32.0%)
652.60M
est: 558.40M (+16.9%)
733.38M
est: 638.80M (+14.8%)
1.10B
est: 673.02M (+62.7%)
1.43B
est: 726.51M (+97.2%)
1.41B
est: 729.80M (+93.2%)
788.31M
783.54M – 793.09M
+8.0% YoY
817.18M
807.42M – 826.93M
+3.7% YoY
EBITDA
153.60M
est: 85.86M (+78.9%)
159.80M
est: 84.75M (+88.6%)
166.59M
est: 78.70M (+111.7%)
184.19M
est: 90.96M (+102.5%)
218.00M
est: 106.53M (+104.6%)
214.74M
est: 103.04M (+108.4%)
194.94M
est: 99.85M (+95.2%)
217.39M
est: 105.85M (+105.4%)
226.37M
est: 105.58M (+114.4%)
213.38M
est: 108.33M (+97.0%)
100.12M
est: 130.75M (-23.4%)
80.90M
est: 377.62M (-78.6%)
128.79M
est: 119.08M (+8.2%)
206.49M
est: 408.16M (-49.4%)
250.41M
est: 387.75M (-35.4%)
250.39M
est: 350.25M (-28.5%)
262.28M
est: 380.07M (-31.0%)
267.41M
est: 351.41M (-23.9%)
267.64M
est: 374.74M (-28.6%)
297.90M
est: 385.92M (-22.8%)
303.98M
est: 443.26M (-31.4%)
293.83M
est: 500.93M (-41.3%)
259.10M
est: 310.23M (-16.5%)
267.05M
est: 312.20M (-14.5%)
364.09M
est: 321.32M (+13.3%)
348.05M
est: 353.45M (-1.5%)
390.16M
est: 248.18M (+57.2%)
299.36M
est: 249.30M (+20.1%)
269.29M
267.66M – 270.93M
+8.0% YoY
279.16M
275.82M – 282.49M
+3.7% YoY
EBIT
173.70M
est: 73.85M (+135.2%)
177.10M
est: 72.90M (+142.9%)
163.18M
est: 67.69M (+141.1%)
175.46M
est: 78.25M (+124.2%)
229.20M
est: 91.63M (+150.1%)
223.72M
est: 88.63M (+152.4%)
203.71M
est: 85.89M (+137.2%)
222.31M
est: 91.05M (+144.2%)
218.66M
est: 90.82M (+140.8%)
209.31M
est: 93.18M (+124.6%)
95.84M
est: 112.47M (-14.8%)
75.74M
est: 183.65M (-58.8%)
123.03M
est: 102.43M (+20.1%)
173.66M
est: 145.30M (+19.5%)
215.91M
est: 128.44M (+68.1%)
234.62M
est: 123.13M (+90.5%)
244.93M
est: 142.00M (+72.5%)
249.52M
est: 148.06M (+68.5%)
248.13M
est: 153.10M (+62.1%)
256.22M
est: 156.96M (+63.2%)
257.24M
est: 171.86M (+49.7%)
262.78M
est: 177.75M (+47.8%)
219.19M
est: 176.51M (+24.2%)
233.14M
est: 183.76M (+26.9%)
300.04M
est: 210.22M (+42.7%)
325.08M
est: 221.48M (+46.8%)
256.06M
est: 210.29M (+21.8%)
289.64M
est: 211.24M (+37.1%)
228.18M
226.80M – 229.56M
+8.0% YoY
236.54M
233.71M – 239.36M
+3.7% YoY
Net Income
111.80M
est: 113.98M (-1.9%)
114.30M
est: 113.21M (+1.0%)
105.68M
est: 103.63M (+2.0%)
113.61M
est: 119.99M (-5.3%)
148.38M
est: 143.93M (+3.1%)
145.00M
est: 145.91M (-0.6%)
131.87M
est: 137.53M (-4.1%)
145.89M
est: 147.23M (-0.9%)
143.10M
est: 142.65M (+0.3%)
135.02M
est: 136.31M (-0.9%)
62.33M
est: 45.11M (+38.2%)
48.17M
est: 36.44M (+32.2%)
118.65M
est: 440.08M (-73.0%)
111.14M
est: 118.00M (-5.8%)
138.18M
est: 134.46M (+2.8%)
151.51M
est: 142.44M (+6.4%)
157.36M
est: 152.33M (+3.3%)
160.32M
est: 145.97M (+9.8%)
164.05M
est: 157.39M (+4.2%)
173.53M
est: 169.28M (+2.5%)
203.85M
est: 201.58M (+1.1%)
210.26M
est: 219.13M (-4.0%)
173.44M
est: 130.15M (+33.3%)
183.62M
est: 171.39M (+7.1%)
236.33M
est: 195.58M (+20.8%)
257.43M
est: 221.75M (+16.1%)
200.04M
est: 198.62M (+0.7%)
226.07M
est: 217.29M (+4.0%)
262.43M
257.23M – 267.64M
+20.8% YoY
278.29M
265.04M – 291.54M
+6.0% YoY
SGA
24.90M
est: 25.79M (-3.4%)
26.50M
est: 26.48M (+0.1%)
26.74M
est: 26.38M (+1.4%)
28.28M
est: 29.61M (-4.5%)
34.06M
est: 33.33M (+2.2%)
30.85M
est: 31.25M (-1.3%)
31.41M
est: 32.81M (-4.3%)
34.20M
est: 34.51M (-0.9%)
36.57M
est: 38.59M (-5.2%)
43.57M
est: 45.68M (-4.6%)
53.62M
est: 54.01M (-0.7%)
67.79M
est: 71.46M (-5.1%)
88.51M
est: 195.54M (-54.7%)
92.62M
est: 91.59M (+1.1%)
93.72M
est: 91.50M (+2.4%)
103.03M
est: 100.36M (+2.7%)
120.74M
est: 154.64M (-21.9%)
127.86M
est: 162.40M (-21.3%)
124.71M
est: 153.33M (-18.7%)
123.67M
est: 157.94M (-21.7%)
135.15M
est: 188.32M (-28.2%)
143.40M
est: 205.28M (-30.1%)
158.54M
est: 204.93M (-22.6%)
190.47M
est: 224.82M (-15.3%)
203.45M
est: 254.37M (-20.0%)
216.56M
est: 279.81M (-22.6%)
263.02M
est: 171.84M (+53.1%)
327.18M
est: 172.61M (+89.5%)
186.45M
185.32M – 187.58M
+8.0% YoY
193.28M
190.97M – 195.59M
+3.7% YoY
EPS
1.20
est: 1.23 (-2.4%)
1.28
est: 1.28 (+0.0%)
1.25
est: 1.24 (+0.8%)
1.39
est: 1.37 (+1.5%)
1.75
est: 1.68 (+4.2%)
1.72
est: 1.78 (-3.4%)
1.53
est: 1.61 (-5.0%)
1.68
est: 1.65 (+1.8%)
1.64
est: 1.66 (-1.2%)
1.55
est: 1.58 (-1.9%)
0.71
est: 0.44 (+61.4%)
0.46
est: 0.47 (-1.1%)
1.06
est: 0.94 (+13.4%)
1.00
est: 1.07 (-6.5%)
1.29
est: 1.21 (+6.6%)
1.45
est: 1.26 (+15.1%)
1.56
est: 1.49 (+4.7%)
1.68
est: 1.61 (+4.2%)
1.79
est: 1.74 (+2.9%)
1.95
est: 1.91 (+2.2%)
2.40
est: 2.39 (+0.3%)
2.61
est: 2.60 (+0.3%)
2.26
est: 2.21 (+2.1%)
2.39
est: 2.31 (+3.7%)
3.40
est: 3.21 (+5.9%)
3.72
est: 3.42 (+8.9%)
2.50
est: 2.49 (+0.6%)
2.64
est: 2.70 (-2.3%)
3.27
3.21 – 3.33
+20.8% YoY
3.43
3.30 – 3.63
+5.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-20 Piper Sandler Neutral Neutral Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-27 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-26 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-22 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-21 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-20 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-19 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-18 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-15 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-14 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-05-13 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-12 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-11 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-08 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-07 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-06 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-05 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-04 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-01 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-30 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-29 B+ 3/5 4/5 3/5 4/5 1/5 3/5 4/5
2026-04-28 B+ 3/5 4/5 3/5 4/5 1/5 3/5 4/5
2026-04-27 B+ 3/5 4/5 3/5 4/5 1/5 3/5 4/5
2026-04-24 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-23 B+ 3/5 4/5 3/5 4/5 1/5 3/5 4/5
2026-04-22 B+ 3/5 4/5 3/5 4/5 1/5 3/5 4/5
2026-04-21 A- 4/5 5/5 3/5 4/5 2/5 3/5 4/5
2026-04-20 A- 4/5 5/5 3/5 4/5 2/5 3/5 4/5
2026-04-17 B- 3/5 5/5 1/5 4/5 1/5 3/5 1/5
2026-04-16 A- 4/5 5/5 3/5 4/5 2/5 3/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
181.91M
OE per share TTM
2.35
Owner's Yield
6.78%
Maintenance CapEx ratio
21.35%
Maint CapEx / Avg PPE
26.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
253
Total invested
1.94B
Insider transactions (90d)
1
Beneficial owners (>5%)
13
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 10.81M 13.30% 10.81M HC Delaware 2024-10-23
2 EIN #75-3019302 9.31M 8.30% IA, HC Delaware 2011-02-14
3 Edward C. Johnson 3d 8.63M 8.79% 8.63M IN United States of America 2015-02-13
4 Abigail P. Johnson 8.45M 9.08% 8.45M IN United States of America 2016-02-12
5 FMR LLC 8.45M 9.08% 1.3K 8.45M HC Delaware 2016-02-12
6 (. 7.65M 8.58% 7.57M 7.65M IA Delaware Limited Partnership 2017-02-09
7 The Vanguard Group - 23-1945930 7.54M 9.95% 77.7K 7.40M 149.6K IA Pennsylvania For 2021-02-10
8 Toronto, Ontario, Canada M5H 3M7 7.27M 6.85% IA SPRUCEGROVE INVESTMENT MANAGEMENT LTD. – ONTARIO, CANADA 2013-02-12
9 84-1458637 5.80M 5.20% IV Massachusetts 2011-02-14
10 30-0447847 5.32M 8.20% 5.24M 5.32M IA Delaware Limited Partnership 2022-02-08
11 Fidelity Small Cap Discovery Fund 4.85M 5.21% 4.85M IV Massachusetts 2016-02-12
12 STATE STREET CORPORATION 3.36M 5.24% 409.2K 3.36M HC BOSTON, MASSACHUSETTS 2024-01-24
13 EIN #00-0000000 15.3K 0.00% 15.3K 15.3K IA, HC Jersey, Channel Islands 2022-02-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
253
-1 vs prev Q
New positions
34
Closed positions
35
Increased
121
Reduced
93
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 BLACKROCK, INC. 11.37M +136.6K (+1.2%) 364.22M +23.9M (+7.0%) 14.77% +0.711 pp 0.01% +0.000 pp USD34.50 -7.2% 6 qtrs
2 VANGUARD GROUP INC 8.78M -272.8K (-3.0%) 281.19M +7.0M (+2.6%) 11.41% +0.075 pp 0.00% +0.000 pp USD29.97 +6.9% 84 qtrs
3 DIMENSIONAL FUND ADVISORS LP 4.98M +26.0K (+0.5%) 159.51M +9.5M (+6.3%) 6.47% +0.269 pp 0.03% +0.001 pp USD21.69 +47.7% 51 qtrs
4 STATE STREET CORP 4.12M -9.4K (-0.2%) 131.90M +6.9M (+5.5%) 5.35% +0.184 pp 0.00% +0.000 pp USD27.90 +14.8% 51 qtrs
5 FULLER & THALER ASSET MANAGEMENT, INC. 3.37M -316.2K (-8.6%) 107.83M -3.7M (-3.3%) 4.37% -0.236 pp 0.36% -0.015 pp USD29.28 +9.4% 30 qtrs
6 ALLIANCEBERNSTEIN L.P. 3.11M +3.0M (+3,071.3%) 99.54M +96.6M (+3,253.4%) 4.04% +3.915 pp 0.03% +0.031 pp USD31.78 +0.8% 61 qtrs
7 AMERICAN CENTURY COMPANIES INC 2.10M +25.8K (+1.2%) 67.36M +4.4M (+7.1%) 2.73% +0.132 pp 0.03% +0.002 pp USD30.65 +4.5% 25 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 1.94M -15.2K (-0.8%) 62.21M +2.9M (+4.9%) 2.52% +0.073 pp 0.00% +0.000 pp USD27.71 +15.6% 78 qtrs
9 SYSTEMATIC FINANCIAL MANAGEMENT LP 1.56M +8.0K (+0.5%) 49.88M +3.0M (+6.3%) 2.02% +0.084 pp 1.18% +0.035 pp USD28.28 +13.3% 51 qtrs
10 FRONTIER CAPITAL MANAGEMENT CO LLC 1.12M -10.0K (-0.9%) 35.93M +1.6M (+4.8%) 1.46% +0.041 pp 0.38% +0.074 pp USD26.08 +22.8% 56 qtrs
11 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.08M -26.4K (-2.4%) 34.58M +1.1M (+3.2%) 1.40% +0.018 pp 0.01% +0.000 pp USD28.11 +13.9% 100 qtrs
12 WELLS FARGO & COMPANY/MN 1.00M -153.0K (-13.2%) 32.13M -2.9M (-8.2%) 1.30% -0.144 pp 0.01% -0.001 pp USD28.20 +13.6% 57 qtrs
13 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 996.9K -103.4K (-9.4%) 31.93M -1.4M (-4.2%) 1.30% -0.082 pp 0.09% +0.003 pp USD32.16 -0.4% 16 qtrs
14 AMERIPRISE FINANCIAL INC 910.0K -465.1K (-33.8%) 29.15M -12.5M (-30.0%) 1.18% -0.539 pp 0.01% -0.003 pp USD27.16 +17.9% 55 qtrs
15 NORTHERN TRUST CORP 773.6K -70.5K (-8.3%) 24.78M -788.6K (-3.1%) 1.01% -0.052 pp 0.00% 0.000 pp USD24.02 +33.3% 51 qtrs
16 MORGAN STANLEY 752.8K +102.3K (+15.7%) 24.11M +4.4M (+22.4%) 0.98% +0.164 pp 0.00% +0.000 pp USD32.19 -0.5% 51 qtrs
17 BANK OF NEW YORK MELLON CORP 712.3K +38.4K (+5.7%) 22.82M +2.4M (+11.8%) 0.93% +0.082 pp 0.00% +0.000 pp USD22.46 +42.6% 66 qtrs
18 BANK OF AMERICA CORP /DE/ 707.1K +106.6K (+17.7%) 22.65M +4.5M (+24.5%) 0.92% +0.167 pp 0.00% +0.000 pp USD30.21 +6.0% 52 qtrs
19 INVESCO LTD. 683.4K -233.0K (-25.4%) 21.89M -5.9M (-21.1%) 0.89% -0.259 pp 0.00% -0.001 pp USD29.39 +9.0% 57 qtrs
20 METLIFE INVESTMENT MANAGEMENT, LLC 664.1K -3.1K (-0.5%) 21.27M +1.1M (+5.3%) 0.86% +0.028 pp 0.10% +0.006 pp USD28.84 +11.1% 33 qtrs
21 BRIDGEWAY CAPITAL MANAGEMENT, LLC 525.4K +42.5K (+8.8%) 16.83M +2.2M (+15.1%) 0.68% +0.078 pp 0.35% +0.041 pp USD30.54 +4.9% 18 qtrs
22 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 452.5K +7.2K (+1.6%) 14.49M +1.0M (+7.5%) 0.59% +0.031 pp 0.04% +0.002 pp USD28.79 +11.3% 33 qtrs
23 GOLDMAN SACHS GROUP INC 448.7K +153.6K (+52.0%) 14.37M +5.4M (+60.8%) 0.58% +0.214 pp 0.00% +0.001 pp USD33.24 -3.6% 73 qtrs
24 PRINCIPAL FINANCIAL GROUP INC 375.5K -5.0K (-1.3%) 12.03M +502.6K (+4.4%) 0.49% +0.012 pp 0.01% +0.000 pp USD30.27 +5.8% 81 qtrs
25 D. E. SHAW & CO., INC. 357.9K +229.8K (+179.4%) 11.46M +7.6M (+195.5%) 0.47% +0.305 pp 0.01% +0.004 pp USD31.17 +2.8% 3 qtrs
26 VICTORY CAPITAL MANAGEMENT INC 337.3K -1.4K (-0.4%) 10.80M +545.8K (+5.3%) 0.44% +0.014 pp 0.01% +0.000 pp USD28.97 +10.6% 34 qtrs
27 EMPOWERED FUNDS, LLC 335.8K +42.7K (+14.6%) 10.76M +1.9M (+21.2%) 0.44% +0.069 pp 0.09% -0.004 pp USD28.59 +12.0% 11 qtrs
28 WELLINGTON MANAGEMENT GROUP LLP 333.7K +266.9K (+399.4%) 10.69M +8.7M (+428.1%) 0.43% +0.350 pp 0.00% +0.002 pp USD31.68 +1.1% 2 qtrs
29 DAVIDSON INVESTMENT ADVISORS 312.4K +3.3K (+1.1%) 10.01M +642.4K (+6.9%) 0.41% +0.019 pp 0.42% +0.019 pp USD28.72 +11.5% 8 qtrs
30 LSV ASSET MANAGEMENT 297.2K -6.8K (-2.2%) 9.52M +311.0K (+3.4%) 0.39% +0.006 pp 0.02% +0.000 pp USD30.34 +5.6% 14 qtrs
31 EXODUSPOINT CAPITAL MANAGEMENT, LP 287.9K +227.2K (+373.8%) 9.22M +7.4M (+401.0%) 0.37% +0.298 pp 0.07% +0.054 pp USD31.47 +1.8% 3 qtrs
32 PUBLIC SECTOR PENSION INVESTMENT BOARD 272.7K -34.7K (-11.3%) 8.74M -575.1K (-6.2%) 0.35% -0.030 pp 0.03% -0.005 pp USD30.79 +4.0% 12 qtrs
33 CITADEL ADVISORS LLC 242.6K +63.0K (+35.1%) 7.77M +2.3M (+42.8%) 0.32% +0.090 pp 0.00% +0.000 pp USD30.87 +3.8% 31 qtrs
34 RHUMBLINE ADVISERS 223.9K -15.2K (-6.4%) 7.17M -71.6K (-1.0%) 0.29% -0.008 pp 0.01% +0.000 pp USD26.86 +19.2% 51 qtrs
35 BAIRD FINANCIAL GROUP, INC. 221.1K +18.6K (+9.2%) 7.08M +949.6K (+15.5%) 0.29% +0.034 pp 0.01% +0.001 pp USD25.20 +27.1% 43 qtrs
36 CONGRESS ASSET MANAGEMENT CO /MA 219.6K +5.4K (+2.5%) 7.03M +544.7K (+8.4%) 0.29% +0.017 pp 0.05% +0.006 pp USD31.63 +1.3% 34 qtrs
37 JANE STREET GROUP, LLC 219.2K +53.0K (+31.9%) 7.02M +2.0M (+39.5%) 0.28% +0.073 pp 0.00% +0.000 pp USD30.27 +5.8% 14 qtrs
38 UBS GROUP AG 203.5K -125.9K (-38.2%) 6.52M -3.5M (-34.7%) 0.26% -0.148 pp 0.00% -0.001 pp USD29.99 +6.8% 45 qtrs
39 LEGAL & GENERAL GROUP PLC 198.9K -8.8K (-4.2%) 6.37M +79.1K (+1.3%) 0.26% -0.002 pp 0.00% +0.000 pp USD29.42 +8.9% 60 qtrs
40 NUVEEN, LLC 193.9K -2.2K (-1.1%) 6.21M +271.1K (+4.6%) 0.25% +0.007 pp 0.00% +0.000 pp USD28.67 +11.7% 4 qtrs
41 JPMORGAN CHASE & CO 191.3K +36.9K (+23.9%) 6.13M +1.5M (+31.0%) 0.25% +0.055 pp 0.00% +0.000 pp USD31.76 +0.9% 51 qtrs
42 UBS ASSET MANAGEMENT AMERICAS INC 173.7K +5.6K (+3.3%) 5.56M +471.7K (+9.3%) 0.23% +0.015 pp 0.00% +0.000 pp USD29.60 +8.2% 55 qtrs
43 AQR CAPITAL MANAGEMENT LLC 165.1K +30.7K (+22.9%) 5.29M +1.2M (+29.9%) 0.21% +0.046 pp 0.00% +0.000 pp USD30.54 +4.9% 81 qtrs
44 FIRST TRUST ADVISORS LP 165.0K -533.3K (-76.4%) 5.29M -15.9M (-75.0%) 0.21% -0.660 pp 0.00% -0.012 pp USD29.17 +9.8% 51 qtrs
45 TWO SIGMA INVESTMENTS, LP 162.7K +113.2K (+228.7%) 5.21M +3.7M (+247.6%) 0.21% +0.149 pp 0.01% +0.005 pp USD31.16 +2.8% 4 qtrs
46 DANA INVESTMENT ADVISORS, INC. 157.1K -196.0 (-0.1%) 5.03M +267.4K (+5.6%) 0.20% +0.007 pp 0.15% +0.007 pp USD28.38 +12.9% 8 qtrs
47 BARCLAYS PLC 156.1K -5.9K (-3.6%) 5.00M -645.9K (-11.4%) 0.20% +0.000 pp 0.00% 0.000 pp USD30.61 +4.6% 51 qtrs
48 SWISS NATIONAL BANK 155.7K +— (+0.0%) 4.99M +271.0K (+5.7%) 0.20% +0.007 pp 0.00% +0.000 pp USD25.23 +27.0% 51 qtrs
49 BESSEMER GROUP INC 138.5K +138.0K (+27,388.9%) 4.44M +4.4M (+27,637.5%) 0.18% +0.179 pp 0.01% +0.007 pp USD32.03 +0.0% 12 qtrs
50 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 131.5K -29.6K (-18.4%) 4.21M -666.9K (-13.7%) 0.17% -0.031 pp 0.00% -0.001 pp USD29.28 +9.4% 3 qtrs
51 ENVESTNET ASSET MANAGEMENT INC 128.0K +576.0 (+0.5%) 4.10M +240.2K (+6.2%) 0.17% +0.007 pp 0.00% +0.000 pp USD28.62 +11.9% 8 qtrs
52 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 126.9K +6.8K (+5.6%) 4.06M +425.0K (+11.7%) 0.16% +0.015 pp 0.01% +0.001 pp USD20.96 +52.8% 51 qtrs
53 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 116.5K -4.4K (-3.6%) 3.73M +69.4K (+1.9%) 0.15% +0.000 pp 0.03% 0.000 pp USD30.29 +5.7% 19 qtrs
54 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 112.2K +6.9K (+6.6%) 3.59M +404.4K (+12.7%) 0.15% +0.014 pp 0.02% +0.001 pp USD30.40 +5.4% 2 qtrs
55 HENNESSY ADVISORS INC 110.0K +— (+0.0%) 3.52M +191.4K (+5.7%) 0.14% +0.005 pp 0.12% +0.010 pp USD32.50 -1.4% 9 qtrs
56 Y-INTERCEPT (HONG KONG) LTD 99.9K +38.9K (+63.7%) 3.20M +1.4M (+73.1%) 0.13% +0.053 pp 0.07% +0.027 pp USD30.87 +3.8% 3 qtrs
57 AUXIER ASSET MANAGEMENT 88.2K -42.7K (-32.6%) 2.83M -1.1M (-28.7%) 0.11% -0.049 pp 0.40% -0.158 pp USD30.64 +4.5% 61 qtrs
58 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 79.4K -44.0 (-0.1%) 2.55M +138.6K (+5.8%) 0.10% +0.004 pp 0.00% +0.000 pp USD31.82 +0.7% 5 qtrs
59 TALBOT FINANCIAL, LLC 77.6K +— (+0.0%) 2.49M +135.0K (+5.7%) 0.10% +0.004 pp 0.20% +0.006 pp USD32.27 -0.7% 13 qtrs
60 AZORA CAPITAL LP 75.4K +75.4K (+100.0%) 2.41M +2.4M (+100.0%) 0.10% +0.098 pp 0.15% +0.152 pp USD32.03 +0.0% 1 qtrs NEW
61 PRUDENTIAL FINANCIAL INC 74.7K -57.3K (-43.4%) 2.39M -1.6M (-40.2%) 0.10% -0.068 pp 0.00% -0.002 pp USD29.45 +8.8% 85 qtrs
62 GREAT WEST LIFE ASSURANCE CO /CAN/ 73.6K -12.4K (-14.4%) 2.36M -264.0K (-10.1%) 0.10% -0.012 pp 0.00% +0.000 pp USD32.32 -0.9% 49 qtrs
63 CITIGROUP INC 73.0K -6.6K (-8.3%) 2.34M -72.4K (-3.0%) 0.09% -0.005 pp 0.00% +0.000 pp USD30.22 +6.0% 108 qtrs
64 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 73.0K -2.0K (-2.7%) 2.34M +66.8K (+2.9%) 0.09% +0.001 pp 0.00% +0.000 pp USD20.60 +55.5% 52 qtrs
65 LPL FINANCIAL LLC 72.7K +5.1K (+7.5%) 2.33M +281.1K (+13.7%) 0.09% +0.010 pp 0.00% +0.000 pp USD30.25 +5.9% 51 qtrs
66 COMERICA BANK 71.8K +8.6K (+13.6%) 2.30M +385.9K (+20.2%) 0.09% +0.014 pp 0.01% +0.002 pp USD28.74 +11.4% 11 qtrs
67 PRICE T ROWE ASSOCIATES INC /MD/ 71.5K +4.1K (+6.0%) 2.29M +248.0K (+12.1%) 0.09% +0.009 pp 0.00% +0.000 pp USD27.52 +16.4% 75 qtrs
68 RAFFERTY ASSET MANAGEMENT, LLC 70.8K -11.4K (-13.9%) 2.27M -223.7K (-9.0%) 0.09% -0.011 pp 0.01% 0.000 pp USD29.26 +9.5% 15 qtrs
69 STATE OF NEW JERSEY COMMON PENSION FUND D 70.3K +425.0 (+0.6%) 2.25M +135.2K (+6.4%) 0.09% +0.004 pp 0.01% +0.000 pp USD30.30 +5.7% 2 qtrs
70 MILLENNIUM MANAGEMENT LLC 69.5K -77.1K (-52.6%) 2.23M -2.2M (-49.9%) 0.09% -0.093 pp 0.00% -0.001 pp USD30.41 +5.3% 5 qtrs
71 SEI INVESTMENTS CO 69.4K -49.2K (-41.5%) 2.22M -1.4M (-38.1%) 0.09% -0.058 pp 0.00% -0.002 pp USD30.02 +6.7% 41 qtrs
72 DEUTSCHE BANK AG\ 64.4K +3.0K (+4.9%) 2.06M +202.7K (+10.9%) 0.08% +0.007 pp 0.00% +0.000 pp USD31.49 +1.7% 50 qtrs
73 VERITION FUND MANAGEMENT LLC 57.9K +3.6K (+6.6%) 1.85M +209.5K (+12.7%) 0.08% +0.007 pp 0.01% +0.001 pp USD29.34 +9.2% 17 qtrs
74 SUSQUEHANNA INTERNATIONAL GROUP, LLP 55.1K +1.2K (+2.3%) 1.77M +132.7K (+8.1%) 0.07% +0.004 pp 0.00% +0.000 pp USD29.75 +7.7% 51 qtrs
75 CI PRIVATE WEALTH, LLC 54.3K +41.0 (+0.1%) 1.74M +95.7K (+5.8%) 0.07% +0.003 pp 0.00% 0.000 pp USD33.46 -4.3% 13 qtrs
76 THRIVENT FINANCIAL FOR LUTHERANS 54.1K -5.7K (-9.5%) 1.73M -78.0K (-4.3%) 0.07% -0.005 pp 0.00% -0.001 pp USD29.62 +8.1% 43 qtrs
77 SG AMERICAS SECURITIES, LLC 53.6K +28.4K (+112.5%) 1.72M +954.0K (+124.9%) 0.07% +0.038 pp 0.00% 0.000 pp USD31.10 +3.0% 51 qtrs
78 PATHSTONE HOLDINGS, LLC 52.3K +21.8K (+71.3%) 1.68M +750.5K (+81.1%) 0.07% +0.030 pp 0.01% +0.003 pp USD31.28 +2.4% 9 qtrs
79 RAYMOND JAMES FINANCIAL INC 48.5K -32.0K (-39.8%) 1.55M -885.9K (-36.3%) 0.06% -0.038 pp 0.00% 0.000 pp USD31.51 +1.7% 5 qtrs
80 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 44.3K +44.3K (+100.0%) 1.42M +1.4M (+100.0%) 0.06% +0.058 pp 0.01% +0.005 pp USD32.03 +0.0% 1 qtrs NEW
81 BRINKER CAPITAL INVESTMENTS, LLC 43.6K -3.8K (-8.1%) 1.39M -39.8K (-2.8%) 0.06% -0.003 pp 0.01% -0.001 pp USD30.70 +4.3% 22 qtrs
82 STATE OF ALASKA, DEPARTMENT OF REVENUE 43.6K +608.0 (+1.4%) 1.39M +94.0K (+7.2%) 0.06% +0.003 pp 0.01% +0.002 pp USD31.68 +1.1% 26 qtrs
83 XTX TOPCO LTD 42.7K +42.7K (+100.0%) 1.37M +1.4M (+100.0%) 0.06% +0.056 pp 0.04% +0.036 pp USD32.03 +0.0% 6 qtrs
84 ILLINOIS MUNICIPAL RETIREMENT FUND 40.9K -1.4K (-3.2%) 1.31M +29.8K (+2.3%) 0.05% +0.000 pp 0.02% +0.000 pp USD26.98 +18.7% 10 qtrs
85 MANUFACTURERS LIFE INSURANCE COMPANY, THE 36.5K -2.4K (-6.3%) 1.17M -10.6K (-0.9%) 0.05% -0.001 pp 0.00% +0.000 pp USD24.94 +28.4% 51 qtrs
86 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 36.2K -454.0 (-1.2%) 1.16M +49.2K (+4.4%) 0.05% +0.001 pp 0.00% +0.000 pp USD28.73 +11.5% 7 qtrs
87 LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM 36.1K -100.0 (-0.3%) 1.16M +59.8K (+5.5%) 0.05% +0.002 pp 0.02% +0.001 pp USD28.12 +13.9% 49 qtrs
88 QUANTINNO CAPITAL MANAGEMENT LP 34.6K +17.8K (+105.5%) 1.11M +598.4K (+117.3%) 0.05% +0.024 pp 0.00% +0.001 pp USD30.94 +3.5% 3 qtrs
89 WEISS ASSET MANAGEMENT LP 34.4K +34.4K (+100.0%) 1.10M +1.1M (+100.0%) 0.04% +0.045 pp 0.02% +0.015 pp USD32.03 +0.0% 5 qtrs
90 JANUS HENDERSON GROUP PLC 34.3K +— (+0.0%) 1.10M +58.7K (+5.7%) 0.04% +0.002 pp 0.00% +0.000 pp USD30.59 +4.7% 35 qtrs
91 ALPHACORE CAPITAL LLC 33.5K +16.7K (+99.7%) 1.07M +565.4K (+111.2%) 0.04% +0.023 pp 0.02% +0.007 pp USD32.05 -0.1% 6 qtrs
92 DARK FOREST CAPITAL MANAGEMENT LP 31.3K -87.9K (-73.7%) 1.00M -2.6M (-72.2%) 0.04% -0.109 pp 0.05% -0.063 pp USD29.24 +9.5% 4 qtrs
93 SQUAREPOINT OPS LLC 31.0K +31.0K (+100.0%) 992.0K +992.0K (+100.0%) 0.04% +0.040 pp 0.00% +0.001 pp USD32.03 +0.0% 1 qtrs NEW
94 INTECH INVESTMENT MANAGEMENT LLC 30.8K +— (+0.0%) 985.5K +53.5K (+5.7%) 0.04% +0.002 pp 0.01% +0.001 pp USD32.26 -0.7% 6 qtrs
95 KLP KAPITALFORVALTNING AS 30.7K +11.7K (+61.5%) 984.5K +407.9K (+70.7%) 0.04% +0.016 pp 0.00% +0.002 pp USD31.96 +0.2% 5 qtrs
96 FRANKLIN RESOURCES INC 30.4K +14.2K (+87.4%) 973.6K +482.3K (+98.2%) 0.04% +0.019 pp 0.00% +0.000 pp USD30.85 +3.8% 16 qtrs
97 STRS OHIO 29.5K +— (+0.0%) 944.9K +51.3K (+5.7%) 0.04% +0.001 pp 0.00% +0.000 pp USD30.27 +5.8% 3 qtrs
98 CAPTRUST FINANCIAL ADVISORS 29.2K +13.6K (+87.7%) 934.4K +463.7K (+98.5%) 0.04% +0.018 pp 0.00% +0.001 pp USD30.56 +4.8% 3 qtrs
99 JACOBS LEVY EQUITY MANAGEMENT, INC 27.5K -1.2K (-4.1%) 879.5K +12.1K (+1.4%) 0.04% 0.000 pp 0.00% +0.000 pp USD29.28 +9.4% 3 qtrs
100 FMR LLC 25.5K +4.5K (+21.6%) 817.2K +181.8K (+28.6%) 0.03% +0.007 pp 0.00% +0.000 pp USD31.51 +1.7% 70 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 159 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust NASDAQ ABA Community Bank Index Fund QABA 1.14% 1.03M 0.63%
2 ProShares - Russell 2000 Dividend Growers ETF SMDV 1.01% 6.92M 0.40%
3 State Street SPDR S&P Bank ETF KBE 0.97% 14.78M 0.35%
4 Invesco S&P SmallCap Low Volatility ETF XSLV 0.86% 2.10M 0.25%
5 Invesco S&P SmallCap Value with Momentum ETF XSVM 0.82% 5.39M 0.37%
6 State Street SPDR S&P Regional Banking ETF KRE 0.73% 36.12M 0.35%
7 Invesco S&P SmallCap Financials ETF PSCF 0.61% 164.8K 0.29%
8 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.56% 9.50M 0.47%
9 VictoryShares US Small Mid Cap Value Momentum ETF USVM 0.54% 9.31M 0.29%
10 iShares US Small Cap Value Factor ETF SVAL 0.39% 779.4K 0.20%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
4.00
Bullish
Ratio by volume
3.00
Bullish
Buys
12
Sells
3
Shares acquired
34.3K
Shares disposed
7.1K
Cash buys
Cash sales
1.00
Net activity
+27,205
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
2026-04-24 Robison Kim E Officer S-Sale D Common Stock 22,000 35.28 776.2K 116,099 D
2026-03-02 Hill Erin Director Common Stock 0 0.00 326 D
2026-02-27 Sanden Blayne Officer F-InKind D Common Stock 46 31.16 1.4K 5,087 D
2026-02-27 Hill Erin Director Common Stock 0 0.00 326 D
2026-02-06 Cooper Cathy E Officer S-Sale D Common Stock 5,300 33.77 179.0K 94,755 D
2026-01-20 Sanden Blayne Officer A-Award A Common Stock 750 31.44 23.6K 5,133 D
2026-01-02 YZAGUIRRE MARIO MAX Director A-Award A Common Stock 3,310 32.03 106.0K 11,396 D
2026-01-02 TALBOT RANDALL H Director A-Award A Common Stock 3,310 32.03 106.0K 66,511 D
2026-01-02 Singleton Sean Director F-InKind D Common Stock 808 32.03 25.9K 11,621 D
2026-01-02 Sanden Blayne Officer A-Award A Non-Qualified Stock Option (right to buy) 456 32.13 14.7K 456 D
2026-01-02 SINGH SUDHIR STEVEN Director A-Award A Common Stock 3,310 32.03 106.0K 22,891 D
2026-01-02 SHUSTER BRADLEY M Director A-Award A Common Stock 3,310 32.03 106.0K 26,611 D
2026-01-02 Hampel Sylvia Director A-Award A Common Stock 3,310 32.03 106.0K 16,729 D
2026-01-02 GRANT DAVID K Director A-Award A Common Stock 3,310 32.03 106.0K 67,261 D
2026-01-02 GRAHAM STEPHEN Director A-Award A Common Stock 3,310 32.03 106.0K 21,828 D
2026-01-02 Bice Shawn Director A-Award A Common Stock 3,310 32.03 106.0K 12,713 D
2026-01-02 BROWER LINDA S Director F-InKind D Common Stock 993 32.03 31.8K 62,765 D
2025-12-29 BEARDALL BRENT J Director / Officer G-Gift D Common Stock 2,273 0.00 366,892 D
2025-12-03 BEARDALL BRENT J Director / Officer P-Purchase A Depositary Shares of Series A Preferred Stock 3,000 16.85 50.6K 6,000 D
2025-11-26 BEARDALL BRENT J Director / Officer P-Purchase A Depositary Shares of Series A Preferred Stock 3,000 16.55 49.7K 3,000 D
2025-11-11 Robison Kim E Officer A-Award A Common Stock 21,609 30.56 660.4K 137,126 D
2025-11-11 Mauer Ryan Officer A-Award A Common Stock 21,609 30.56 660.4K 126,740 D
2025-11-11 HOLZ KELLI Officer A-Award A Common Stock 21,609 30.56 660.4K 114,027 D
2025-11-11 Cooper Cathy E Officer A-Award A Common Stock 21,609 30.56 660.4K 99,752 D
2025-11-11 BEARDALL BRENT J Director / Officer A-Award A Common Stock 83,116 30.56 2.54M 368,124 D
2025-10-31 Sanden Blayne Officer D Non-Qualified Stock Option (right to buy) 316 33.36 10.5K 0
2025-10-31 Robison Kim E Officer F-InKind D Common Stock 2,982 29.03 86.6K 115,517 D
2025-10-31 Mauer Ryan Officer F-InKind D Common Stock 2,982 29.03 86.6K 105,131 D
2025-10-31 HOLZ KELLI Officer D-Return D Common Stock 10,630 0.00 95,508 D
2025-10-31 Cooper Cathy E Officer F-InKind D Common Stock 2,982 29.03 86.6K 78,143 D
2025-10-31 BEARDALL BRENT J Director / Officer J-Other D Common Stock 5,204 29.03 151.1K 285,008 D
2025-09-19 Singleton Sean Director G-Gift D Common Stock 160 0.00 9,118 D
2025-09-17 Singleton Sean Director S-Sale D Common Stock 1,004 31.71 31.8K 9,278 D
2025-02-28 Sanden Blayne Officer A-Award A Non-Qualified Stock Option (right to buy) 497 29.59 14.7K 497 D
2025-01-16 Endrizzi James Director / Officer D-Return D Common Stock 37,843 0.00 95,043 D
2025-01-02 YZAGUIRRE MARIO MAX Director A-Award A Common Stock 4,839 32.24 156.0K 8,086 D
2025-01-02 TALBOT RANDALL H Director A-Award A Common Stock 3,288 32.24 106.0K 63,201 D
2025-01-02 Singleton Sean Director A-Award A Common Stock 3,288 32.24 106.0K 11,277 D
2025-01-02 SINGH SUDHIR STEVEN Director A-Award A Common Stock 3,288 32.24 106.0K 19,581 D
2025-01-02 SHUSTER BRADLEY M Director A-Award A Common Stock 4,839 32.24 156.0K 23,301 D
2025-01-02 Hampel Sylvia Director A-Award A Common Stock 3,288 32.24 106.0K 13,419 D
2025-01-02 GRANT DAVID K Director A-Award A Common Stock 3,288 32.24 106.0K 63,951 D
2025-01-02 GRAHAM STEPHEN Director A-Award A Common Stock 3,288 32.24 106.0K 18,518 D
2025-01-02 Bice Shawn Director A-Award A Common Stock 3,288 32.24 106.0K 9,403 D
2025-01-02 BROWER LINDA S Director F-InKind D Common Stock 987 32.24 31.8K 60,448 D
2024-12-10 Endrizzi James Officer G-Gift D Common Stock 1,295 0.00 132,903 D
2024-11-12 Robison Kim E Officer A-Award A Common Stock 16,965 37.43 635.0K 127,901 D
2024-11-12 Mauer Ryan Officer A-Award A Common Stock 16,965 37.43 635.0K 117,341 D
2024-11-12 HOLZ KELLI Officer A-Award A Common Stock 16,965 37.43 635.0K 103,846 D
2024-11-12 Endrizzi James Officer A-Award A Common Stock 16,965 37.43 635.0K 133,693 D
2024-11-12 Cooper Cathy E Officer A-Award A Common Stock 16,965 37.43 635.0K 91,215 D
2024-11-12 BEARDALL BRENT J Director / Officer A-Award A Common Stock 67,861 37.43 2.54M 346,689 D
2024-11-04 Mauer Ryan Officer S-Sale D Common Stock 12,132 33.33 404.4K 100,376 D
2024-11-04 Cooper Cathy E Officer S-Sale D Common Stock 7,500 32.53 243.9K 74,250 D
2024-10-31 Sanden Blayne Officer F-InKind D Common Stock 210 33.98 7.1K 3,838 D
2024-10-31 Robison Kim E Officer F-InKind D Common Stock 7,528 33.98 255.8K 110,936 D
2024-10-31 Mauer Ryan Officer F-InKind D Common Stock 7,528 33.98 255.8K 112,508 D
2024-10-31 HOLZ KELLI Officer F-InKind D Common Stock 5,168 33.98 175.6K 86,881 D
2024-10-31 Endrizzi James Officer F-InKind D Common Stock 8,617 33.98 292.8K 116,728 D
2024-10-31 Cooper Cathy E Officer F-InKind D Common Stock 7,528 33.98 255.8K 81,750 D
2024-10-31 BEARDALL BRENT J Director / Officer F-InKind D Common Stock 29,396 33.98 998.9K 301,455 D
2024-09-03 BEARDALL BRENT J Director / Officer J-Other D Common Stock 30,182 36.43 1.10M 0
2024-05-21 Cooper Cathy E Officer S-Sale D Common Stock 14,000 28.52 399.3K 88,691
2024-03-01 YZAGUIRRE MARIO MAX Director D Common Stock 0 0.00 3,247
2024-03-01 SHUSTER BRADLEY M Director D Common Stock 0 0.00 18,462
2024-01-02 Tabbutt Mark Director A-Award A Common Stock 3,034 32.96 100.0K 100,163
2024-01-02 TALBOT RANDALL H Director A-Award A Common Stock 3,034 32.96 100.0K 59,913
2024-01-02 Singleton Sean Director A-Award A Common Stock 3,034 32.96 100.0K 8,955
2024-01-02 SINGH SUDHIR STEVEN Director A-Award A Common Stock 3,034 32.96 100.0K 16,293
2024-01-02 Hampel Sylvia Director A-Award A Common Stock 3,034 32.96 100.0K 10,131
2024-01-02 GRANT DAVID K Director A-Award A Common Stock 3,034 32.96 100.0K 60,663
2024-01-02 GRAHAM STEPHEN Director A-Award A Common Stock 3,034 32.96 100.0K 15,230
2024-01-02 Bice Shawn Director A-Award A Common Stock 3,034 32.96 100.0K 6,115
2024-01-02 BROWER LINDA S Director A-Award A Common Stock 3,034 32.96 100.0K 59,058
2023-12-21 Sanden Blayne Officer A-Award A Common Stock 750 32.30 24.2K 4,176
2023-12-11 BEARDALL BRENT J Director / Officer G-Gift D Common Stock 4,824 0.00 492,217
2023-12-05 Endrizzi James Officer G-Gift D Common Stock 1,200 0.00 123,062
2023-11-14 Robison Kim E Officer A-Award A Common Stock 22,973 27.64 635.0K 116,669
2023-11-14 Mauer Ryan Officer A-Award A Common Stock 22,973 27.64 635.0K 118,078
2023-11-14 HOLZ KELLI Officer A-Award A Common Stock 22,973 27.64 635.0K 90,140
2023-11-14 Endrizzi James Officer A-Award A Common Stock 22,973 27.64 635.0K 124,262
2023-11-14 Cooper Cathy E Officer A-Award A Common Stock 22,973 27.64 635.0K 102,136
2023-11-14 BEARDALL BRENT J Director / Officer A-Award A Common Stock 91,897 27.64 2.54M 497,041
2023-10-31 Sanden Blayne Officer D Non-Qualified Stock Option (right to buy) 829 26.12 21.7K 0
2023-10-31 Robison Kim E Officer F-InKind D Common Stock 3,281 24.68 81.0K 93,696
2023-10-31 Mauer Ryan Officer F-InKind D Common Stock 3,232 24.68 79.8K 95,105
2023-10-31 HOLZ KELLI Officer D-Return D Common Stock 2,661 0.00 68,392
2023-10-31 Endrizzi James Officer F-InKind D Common Stock 3,725 24.68 91.9K 101,289
2023-10-31 Cooper Cathy E Officer F-InKind D Common Stock 3,281 24.68 81.0K 79,163
2023-10-31 BEARDALL BRENT J Director / Officer F-InKind D Common Stock 9,719 24.68 239.9K 405,144
2023-05-15 GRANT DAVID K Director P-Purchase A Depositary Shares of Series A Preferred Stock 5,000 13.72 68.6K 20,000
2023-05-11 TALBOT RANDALL H Director P-Purchase A Common Stock 5,000 25.18 125.9K 56,879
2023-05-11 GRANT DAVID K Director P-Purchase A Common Stock 10,000 24.94 249.4K 57,629
2023-05-11 Endrizzi James Officer P-Purchase A Depositary Shares of Series A Preferred Stock 748 13.31 10.0K 748
2023-05-10 Sanden Blayne Officer A-Award A Non-Qualified Stock Option (right to buy) 620 25.50 15.8K 620
2023-03-15 Sanden Blayne Officer D Common Stock 0 0.00 1,600
2023-03-13 BEARDALL BRENT J Director / Officer P-Purchase A Common Stock 1,600 30.20 48.3K 28,894
2023-03-10 TALBOT RANDALL H Director P-Purchase A Common Stock 3,500 31.10 108.9K 51,879
2023-03-09 Robison Kim E Officer A-Award A Common Stock 52,034 0.00 108,378
2023-03-09 Mauer Ryan Officer A-Award A Common Stock 56,764 0.00 109,244
2023-03-09 HOLZ KELLI Officer A-Award A Common Stock 47,304 0.00 70,004
2023-03-09 Endrizzi James Officer A-Award A Common Stock 66,225 0.00 115,734
2023-03-09 Cooper Cathy E Officer A-Award A Common Stock 33,113 0.00 94,219
2023-03-09 BEARDALL BRENT J Director / Officer A-Award A Common Stock 113,529 0.00 464,152
2023-01-23 Robison Kim E Officer S-Sale D Common Stock 7,148 34.00 243.0K 56,344
2023-01-19 Robison Kim E Officer S-Sale D Common Stock 1,311 34.09 44.7K 63,492
2023-01-18 Robison Kim E Officer S-Sale D Common Stock 5,230 34.91 182.6K 64,803
2023-01-18 Cooper Cathy E Officer S-Sale D Common Stock 15,000 34.25 513.8K 61,106
2023-01-03 Tabbutt Mark Director A-Award A Common Stock 2,981 33.55 100.0K 97,129
2023-01-03 TALBOT RANDALL H Director A-Award A Common Stock 2,981 33.55 100.0K 48,379
2023-01-03 Singleton Sean Director A-Award A Common Stock 2,981 33.55 100.0K 6,823
2023-01-03 SINGH SUDHIR STEVEN Director A-Award A Common Stock 2,981 33.55 100.0K 13,259
2023-01-03 Hampel Sylvia Director A-Award A Common Stock 2,981 33.55 100.0K 7,097
2023-01-03 GRANT DAVID K Director A-Award A Common Stock 2,981 33.55 100.0K 47,629
2023-01-03 GRAHAM STEPHEN Director A-Award A Common Stock 2,981 33.55 100.0K 12,196
2023-01-03 Bice Shawn Director A-Award A Common Stock 2,981 33.55 100.0K 3,081
2023-01-03 BROWER LINDA S Director F-InKind D Common Stock 895 33.55 30.0K 56,024
2023-01-01 HOLZ KELLI Officer D Common Stock 0 0.00 22,657
2022-12-19 BEARDALL BRENT J Officer G-Gift D Common Stock 6,520 0.00 350,623
2022-11-08 Robison Kim E Officer A-Award A Common Stock 16,675 38.08 635.0K 70,033
2022-11-08 Mauer Ryan Officer A-Award A Common Stock 16,675 38.08 635.0K 52,480
2022-11-08 Endrizzi James Officer A-Award A Common Stock 16,675 38.08 635.0K 49,509
2022-11-08 Cooper Cathy E Officer A-Award A Common Stock 16,675 38.08 635.0K 76,106
2022-11-08 BEARDALL BRENT J Officer A-Award A Common Stock 66,702 38.08 2.54M 357,143
2022-10-31 Sanden Blayne Officer D Non-Qualified Stock Option (right to buy) 424 36.46 15.5K 0
2022-10-31 STEWART CORY D Officer F-InKind D Common Stock 335 38.70 13.0K 12,765
2022-10-31 Robison Kim E Officer D-Return D Common Stock 12,453 0.00 56,640
2022-10-31 Mauer Ryan Officer F-InKind D Common Stock 2,969 38.70 114.9K 35,805
2022-10-31 Endrizzi James Officer F-InKind D Common Stock 3,440 38.70 133.1K 32,834
2022-10-31 Cooper Cathy E Officer F-InKind D Common Stock 3,282 38.70 127.0K 59,431
2022-10-31 Beatty Vincent L Officer F-InKind D Common Stock 4,017 38.70 155.5K 37,819
2022-10-31 BEARDALL BRENT J Officer F-InKind D Common Stock 8,870 38.70 343.3K 290,441
2022-02-10 Bice Shawn Director S-Sale D Common Stock 3,812 35.27 134.4K 100
2022-02-10 Beatty Vincent L Officer S-Sale D Common Stock 16,000 35.74 571.8K 57,074
2022-01-19 KELLEY THOMAS J Director S-Sale D Common Stock 100 37.05 3.7K 28,268
2022-01-03 Tabbutt Mark Director A-Award A Common Stock 2,547 33.38 85.0K 94,148
2022-01-03 TALBOT RANDALL H Director A-Award A Common Stock 2,547 33.38 85.0K 45,398
2022-01-03 Smith Barbara Director A-Award A Common Stock 2,547 33.38 85.0K 33,348
2022-01-03 Singleton Sean Director A-Award A Common Stock 2,547 33.38 85.0K 3,827
2022-01-03 SINGH SUDHIR STEVEN Director A-Award A Common Stock 2,547 33.38 85.0K 10,278
2022-01-03 KELLEY THOMAS J Director F-InKind D Common Stock 943 33.38 31.5K 29,968
2022-01-03 Hampel Sylvia Director A-Award A Common Stock 2,547 33.38 85.0K 4,116
2022-01-03 GRANT DAVID K Director A-Award A Common Stock 2,547 33.38 85.0K 44,648
2022-01-03 GRAHAM STEPHEN Director A-Award A Common Stock 2,547 33.38 85.0K 9,215
2022-01-03 Bice Shawn Director A-Award A Common Stock 2,547 33.38 85.0K 3,912
2022-01-03 BROWER LINDA S Director F-InKind D Common Stock 892 33.38 29.8K 53,938
2021-12-29 STEWART CORY D Officer A-Award A Common Stock 1,600 33.56 53.7K 13,100
2021-12-27 BEARDALL BRENT J Director / Officer G-Gift D Common Stock 9,700 0.00 349,000
2021-12-13 STEWART CORY D Officer A-Award A Non-Qualified Stock Option (right to buy) 616 32.49 20.0K 616
2021-10-31 STEWART CORY D Officer F-InKind D Common Stock 282 35.36 10.0K 11,500
2021-10-31 Robison Kim E Officer F-InKind D Common Stock 8,311 35.36 293.9K 69,093
2021-10-31 Mauer Ryan Officer F-InKind D Common Stock 4,972 35.36 175.8K 49,577
2021-10-31 Endrizzi James Officer F-InKind D Common Stock 5,767 35.36 203.9K 47,077
2021-10-31 Cooper Cathy E Officer F-InKind D Common Stock 8,153 35.36 288.3K 75,166
2021-10-31 Beatty Vincent L Officer F-InKind D Common Stock 10,311 35.36 364.6K 73,074
2021-10-31 BEARDALL BRENT J Director / Officer F-InKind D Common Stock 27,376 35.36 968.0K 358,700
2021-10-26 Robison Kim E Officer A-Award A Common Stock 17,722 35.83 635.0K 77,404
2021-10-26 Mauer Ryan Officer A-Award A Common Stock 17,722 35.83 635.0K 54,549
2021-10-26 Endrizzi James Officer A-Award A Common Stock 17,722 35.83 635.0K 52,844
2021-10-26 Cooper Cathy E Officer A-Award A Common Stock 17,722 35.83 635.0K 83,319
2021-10-26 Beatty Vincent L Officer A-Award A Common Stock 5,907 35.83 211.6K 83,385
2021-10-26 BEARDALL BRENT J Director / Officer A-Award A Common Stock 65,481 35.83 2.35M 386,076
2021-07-27 Singleton Sean Director A-Award A Common Stock 1,265 31.63 40.0K 1,280
2021-07-27 Hampel Sylvia Director A-Award A Common Stock 1,265 31.63 40.0K 1,567
2021-07-27 Bice Shawn Director A-Award A Common Stock 1,265 31.63 40.0K 1,365
2021-06-30 Singleton Sean Director D Common Stock 0 0.00 15
2021-06-30 Hampel Sylvia Director D Common Stock 0 0.00 302
2021-06-30 Bice Shawn Director D Common Stock 0 0.00 100
2021-01-01 Tabbutt Mark Director A-Award A Common Stock 3,108 25.74 80.0K 91,601
2021-01-01 TALBOT RANDALL H Director A-Award A Common Stock 3,108 25.74 80.0K 42,851
2021-01-01 Smith Barbara Director A-Award A Common Stock 3,108 25.74 80.0K 30,801
2021-01-01 SINGH SUDHIR STEVEN Director A-Award A Common Stock 3,108 25.74 80.0K 7,731
2021-01-01 KELLEY THOMAS J Director F-InKind D Common Stock 1,150 25.74 29.6K 28,364
2021-01-01 GRANT DAVID K Director A-Award A Common Stock 3,108 25.74 80.0K 42,101
2021-01-01 GRAHAM STEPHEN Director A-Award A Common Stock 3,108 25.74 80.0K 6,668
2021-01-01 BROWER LINDA S Director A-Award A Common Stock 3,108 25.74 80.0K 53,215
2020-12-21 Mulholland Michael D. Officer M-Exempt A Common Stock 201,598 0.57 114.9K 485,679 D
2020-12-18 STEWART CORY D Officer A-Award A Common Stock 2,000 25.72 51.4K 11,782
2020-12-18 Mulholland Michael D. Officer M-Exempt A Common Stock 233,100 0.49 114.2K 672,681 D
2020-12-17 Mulholland Michael D. Officer M-Exempt A Non-qualified Stock Option (right to buy) 32,000 0.39 12.5K 155,500 D
2020-10-31 STEWART CORY D Officer F-InKind D Common Stock 177 21.29 3.8K 9,782
2020-10-31 Robison Kim E Officer F-InKind D Common Stock 2,589 21.29 55.1K 59,682
2020-10-31 Mauer Ryan Officer D-Return D Common Stock 2,099 0.00 37,636
2020-10-31 Endrizzi James Officer F-InKind D Common Stock 853 21.29 18.2K 35,122
2020-10-31 Cooper Cathy E Officer F-InKind D Common Stock 2,664 21.29 56.7K 65,597
2020-10-31 Beatty Vincent L Officer F-InKind D Common Stock 1,929 21.29 41.1K 77,478
2020-10-31 BEARDALL BRENT J Officer F-InKind D Common Stock 6,651 21.29 141.6K 320,595
2020-10-27 Robison Kim E Officer A-Award A Common Stock 27,900 22.15 618.0K 72,120
2020-10-27 Mauer Ryan Officer A-Award A Common Stock 25,900 22.15 573.7K 39,735
2020-10-27 Endrizzi James Officer A-Award A Common Stock 25,900 22.15 573.7K 38,074
2020-10-27 Cooper Cathy E Officer A-Award A Common Stock 27,900 22.15 618.0K 78,110
2020-10-27 Beatty Vincent L Officer A-Award A Common Stock 27,900 22.15 618.0K 90,756
2020-10-27 BEARDALL BRENT J Officer A-Award A Common Stock 96,500 22.15 2.14M 361,079
2020-08-06 Beatty Vincent L Officer P-Purchase A Common Stock 1,000 23.60 23.6K 62,856
2020-07-31 KELLEY THOMAS J Director P-Purchase A Common Stock 1,078 23.18 25.0K 26,406
2020-07-28 TALBOT RANDALL H Director P-Purchase A Common Stock 5,300 23.16 122.7K 39,743
2020-05-13 BEARDALL BRENT J Director / Officer P-Purchase A Common Stock 4,167 23.42 97.6K 25,021
2020-03-11 Smith Barbara Director P-Purchase A Common Stock 1,000 25.71 25.7K 27,693
2020-03-11 STEWART CORY D Officer P-Purchase A Common Stock 1,919 26.00 49.9K 9,959
2020-03-10 Tabbutt Mark Director P-Purchase A Common Stock 15,000 25.72 385.8K 88,493

Executive team

Top executives
EBIT / Employee
143.5K
Shares Outstanding
73.89M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2015 Roy M. Whitehead Chairman, President and Chief Executive Officer 765.2K 968.3K 979.4K 98.8K 2.81M 34.44%
2 2015 Brent J. Beardall Executive Vice President, Chief Banking Officer and Interim Chief Financial Officer 390.9K 451.9K 250.2K 56.6K 1.15M 39.31%
3 2015 Mark A. Schoonover Executive Vice President and Chief Credit Officer 335.3K 322.8K 214.6K 51.8K 924.4K 34.92%
4 2015 Linda S. Brower Executive Vice President Administration 295.8K 322.8K 189.3K 48.5K 856.3K 37.69%
5 2015 Diane L. Kelleher Senior Vice President and former Chief Financial Officer 229.5K 193.7K 146.9K 34.4K 604.4K 32.04%
6 2014 Roy M. Whitehead Chairman, President and Chief Executive Officer 750.0K 1.02M 834.7K 87.1K 2.70M 37.98%
7 2014 Brent J. Beardall Executive Vice President and Chief Banking Officer 364.0K 697.2K 213.4K 53.9K 1.33M 52.48%
8 2014 Brent J. Beardall Executive Vice President, Chief Banking Officer and Interim Chief Financial Officer 364.0K 409.6K 213.4K 53.9K 1.04M 39.35%
9 2014 Mark A. Schoonover Executive Vice President and Chief Credit Officer 332.3K 341.3K 189.7K 50.5K 913.8K 37.35%
10 2014 Linda S. Brower Executive Vice President Administration 280.0K 341.3K 205.3K 44.1K 870.7K 39.20%
11 2014 Diane L. Kelleher Senior Vice President and Chief Financial Officer 192.0K 141.8K 94.1K 20.3K 448.2K 31.63%
12 2014 Diane L. Kelleher Senior Vice President and former Chief Financial Officer 192.0K 141.8K 94.1K 20.3K 448.2K 31.63%
13 2013 Roy M. Whitehead Chairman, President and Chief Executive Officer 750.0K 574.5K 1.13M 84.1K 2.53M 22.68%
14 2013 Brent J. Beardall Executive Vice President and Chief Financial Officer 354.5K 489.0K 354.5K 43.8K 1.24M 39.38%
15 2013 Brent J. Beardall Executive Vice President and Chief Banking Officer 354.5K 489.0K 354.5K 43.8K 1.24M 39.38%
16 2013 Brent J. Beardall Executive Vice President, Chief Banking Officer and Interim Chief Financial Officer 354.5K 287.3K 354.5K 43.8K 1.04M 27.62%
17 2013 Mark A. Schoonover Executive Vice President and Chief Credit Officer 313.5K 239.4K 313.5K 41.5K 907.9K 26.37%
18 2013 Edwin C. Hedlund Executive Vice President Consumer Lending and Corporate Secretary 313.8K 228.2K 313.8K 41.8K 897.6K 25.42%
19 2013 Linda S. Brower Executive Vice President Administration 269.5K 138.6K 269.5K 36.0K 713.5K 19.42%
20 2013 Diane L. Kelleher Senior Vice President and Chief Financial Officer 155.4K 17.1K 27.0K 18.3K 217.8K 7.83%
21 2013 Diane L. Kelleher Senior Vice President and former Chief Financial Officer 155.4K 17.1K 27.0K 18.3K 217.8K 7.83%
22 2012 Roy M. Whitehead Chairman, President and Chief Executive Officer 750.0K 363.4K 992.6K 84.1K 2.19M 16.59%
23 2012 Brent J. Beardall Executive Vice President and Chief Financial Officer 343.8K 181.7K 308.0K 46.3K 879.7K 20.66%
24 2012 Brent J. Beardall Executive Vice President and Chief Banking Officer 343.8K 181.7K 308.0K 46.3K 879.7K 20.66%
25 2012 Edwin C. Hedlund Executive Vice President Consumer Lending and Corporate Secretary 310.5K 181.7K 274.6K 41.4K 808.2K 22.49%
26 2012 Mark A. Schoonover Executive Vice President and Chief Credit Officer 304.5K 181.7K 269.3K 40.5K 796.0K 22.83%
27 2012 Linda S. Brower Executive Vice President Administration 262.8K 181.7K 233.2K 35.9K 713.6K 25.46%
28 2012 Diane L. Kelleher Senior Vice President and Chief Financial Officer 152.7K 13.0K 27.9K 17.6K 211.2K 6.15%
29 2011 Roy M. Whitehead Chairman, President and Chief Executive Officer 712.5K 558.0K 990.0K 87.7K 2.35M 23.76%
30 2011 Brent J. Beardall Executive Vice President and Chief Financial Officer 318.8K 279.0K 286.0K 49.3K 933.0K 29.90%
31 2011 Edwin C. Hedlund Executive Vice President Consumer Lending and Corporate Secretary 304.5K 279.0K 269.3K 46.6K 899.3K 31.02%
32 2011 Mark A. Schoonover Executive Vice President and Chief Credit Officer 300.0K 217.0K 264.0K 43.5K 824.5K 26.32%
33 2011 Linda S. Brower Executive Vice President Administration 254.5K 279.0K 225.3K 42.6K 801.4K 34.81%
34 2010 Roy M. Whitehead Chairman, President and Chief Executive Officer 556.0K 353.4K 430.0K 95.8K 1.44M 24.62%
35 2010 Brent J. Beardall Executive Vice President and Chief Financial Officer 267.0K 186.0K 231.6K 58.2K 742.8K 25.04%
36 2010 Edwin C. Hedlund Executive Vice President and Secretary 277.0K 176.7K 142.5K 53.4K 649.6K 27.20%
37 2010 Mark A. Schoonover Executive Vice President and Chief Credit Officer 266.7K 176.7K 118.3K 44.2K 605.8K 29.17%
38 2010 Linda S. Brower Executive Vice President 232.7K 176.7K 131.1K 47.5K 588.0K 30.05%
39 2009 Roy M. Whitehead Chairman, President and Chief Executive Officer 468.0K 160.3K 100.0K 91.9K 817.2K 19.61%
40 2009 Jack B. Jacobson Executive Vice President 231.0K 83.6K 35.4K 46.0K 396.0K 30.04%
41 2009 Edwin C. Hedlund Executive Vice President and Secretary 231.0K 81.2K 47.7K 359.9K 22.55%
42 2009 Mark A. Schoonover Executive Vice President and Chief Credit Officer 195.0K 120.2K 29.3K 344.6K 34.89%
43 2009 Brent J. Beardall Executive Vice President and Chief Financial Officer 201.0K 80.2K 47.3K 328.4K 24.41%
44 2009 Linda S. Brower Executive Vice President 192.0K 80.2K 48.3K 320.5K 25.01%
45 2008 Roy M. Whitehead Chairman, President and Chief Executive Officer 465.0K 101.6K 50.4K 91.2K 708.2K 14.35%
46 2008 Jack B. Jacobson Executive Vice President 229.5K 56.6K 44.3K 67.6K 45.4K 443.3K 22.75%
47 2008 Edwin C. Hedlund Executive Vice President and Secretary 229.5K 50.8K 67.6K 46.4K 394.3K 12.88%
48 2008 Brent J. Beardall Executive Vice President and Chief Financial Officer 196.5K 50.8K 65.4K 45.2K 358.0K 14.19%
49 2008 Linda S. Brower Executive Vice President 189.0K 50.8K 65.3K 47.6K 352.6K 14.41%
50 2008 Mark A. Schoonover Executive Vice President and Chief Credit Officer 180.0K 47.0K 24.5K 16.7K 268.2K 17.52%
51 2007 Roy M. Whitehead Chairman, President and Chief Executive Officer 444.0K 87.8K 64.2K 53.1K 79.5K 728.6K 20.87%
52 2007 Jack B. Jacobson Executive Vice President 220.0K 64.0K 32.1K 27.3K 40.7K 384.2K 25.02%
53 2007 Edwin C. Hedlund Executive Vice President and Secretary 223.8K 43.9K 32.1K 26.6K 40.5K 366.9K 20.72%
54 2007 Brent J. Beardall Executive Vice President and Chief Financial Officer 176.5K 50.3K 26.1K 23.1K 38.6K 314.5K 24.27%
55 2007 Linda S. Brower Executive Vice President 173.8K 50.3K 27.4K 22.7K 37.9K 312.0K 24.90%
56 2003 Roy M. Whitehead Vice-Chairman, President and Chief Executive Officer 312.5K 32.4K 7.0K 34.2K 386.0K 1.81%
57 2002 Roy M. Whitehead Vice-Chairman, President and Chief Executive Officer 306.4K 77.1K 10.0K 30.0K 33.4K 456.9K 8.75%
58 2001 Roy M. Whitehead Vice-Chairman, President and Chief Executive Officer 289.8K 7.2K 30.2K 327.2K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-12-19 DEF 14A
2025-01-29 DEFA14A
2024-12-23 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-12 8-K
2026-05-05 8-K
2026-05-05 10-Q
2026-04-30 SC 13G
2026-04-29 SC 13G
2026-04-27 4
2026-04-17 8-K
2026-04-02 8-K
2026-03-27 SC 13G/A
2026-03-12 3/A

Executive team

NameTitleCompensationGender
Brent J. Beardall President, Chief Executive Officer & Vice Chairman 2M male
Ryan Mauer Executive Vice President & Chief Credit Officer 910.6K male
Kim E. Robison Executive Vice President & Chief Operating Officer 906.2K female
Kelli J. Holz Executive Vice President & Chief Financial Officer 899.3K female
Cathy E. Cooper Executive Vice President, Chief Experience Officer & Corporate Secretary 890.3K female
Keith D. Taylor Senior Vice President of Corporate Real Estate and Treasurer male
Blayne Sanden Senior Vice President & Principal Accounting Officer female
Lisa King Senior Vice President of Human Resources
Robert C. Zirk Senior Vice President & Controller male
Brad Goode Chief of Communications, Marketing & Community Relations and Senior Vice President male
ESG Rating
B
BANKS - REGIONAL
2021
E (Environmental)
65.0 / 64.3
Company / Sector avg.
S (Social)
64.7 / 76.5
Company / Sector avg.
G (Governance)
64.4 / 75.5
Company / Sector avg.
ESG Total
64.7 / 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
Transaction Date Disclosed Representative District Owner Type Amount Link
2019-06-24 2020-04-27 Donna Shalala FL27 -- Sale (Full) $1,001 - $15,000
2019-03-06 2020-04-27 Donna Shalala FL27 -- Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits