Webster Financial Corporation (WBS)
Stamford, CT, US
Webster Financial Corporation functions as the parent entity for Webster Bank, National Association, providing a comprehensive suite of banking, investment, and financial services throughout the United States. Its offerings cater to a diverse clientele, including individual consumers, families, and businesses. The company's operations are divided into three primary divisions: 1. Commercial Banking: This segment delivers core services such as lending, deposit management, and advanced cash management solutions. Its specialized financial products include commercial and industrial loans and leasing, commercial real estate financing, equipment and asset-based lending, along with treasury and payment services. Additionally, it offers extensive wealth management options, including trust services, asset management, financial planning, insurance, retirement solutions, and investment products for business owners, operators, and individual clients. 2. HSA Bank: Focused on health-related financial solutions, this division provides health savings accounts (HSAs), health reimbursement arrangements (HRAs), flexible spending accounts (FSAs), and commuter benefits. These products are distributed directly to employers and individuals, as well as through collaborations with national and regional insurance carriers, consultants, and financial advisors. 3. Retail Banking: Tailored for individual consumers, this segment offers traditional deposit and fee-based services, residential mortgages, home equity lines of credit, various secured and unsecured loans, and credit card products. In addition to its segmented services, Webster Financial Corporation ensures accessible banking through its online and mobile platforms. As of December 31, 2021, the company maintained a physical presence with 130 banking centers and 251 ATMs. Founded in 1935, its corporate headquarters are located in Stamford, Connecticut.
Based on only 2 articles — low confidence
- Webster Financial (WBS) Earnings Expected to Grow: What to Know Ahead of Q2 Release Zacks Investment Research
- Webster Financial Corporation Announces Q2 2026 Earnings Release Business Wire
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| DS Bancor | WBST | 1996-11-08 | View |
| Eagle | WBST | 1998-02-11 | View |
| Webster Bank | WBST | 1999-01-25 | View |
| Sections | — | 1999-02-08 | View |
| Northeast Community Bancorp, Inc. | NECB | 1999-09-29 | View |
| Morgan Stanley | MS | 2000-03-24 | View |
| INC. | — | 2003-08-28 | View |
| INSURANCE CONDITIONS | — | 2003-12-22 | View |
| EFFECTS | — | 2006-06-27 | View |
| Sterling Bancorp | STL | 2021-06-11 | View |
| Webster Financial Corporation | WBS | 2021-06-11 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.10% | -0.42% | +0.50% | +0.82% | +22.01% | +15.54% | +41.62% | +104.56% | +25.73% | +85.70% | +1,290.44% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 11 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 19 |
78.53
+3.0%
|
| All Time | 30 |
71.43
-6.3%
|
-
Revenue growth+6.1% Q1'26: -6.7% (vs Q1'25)
-
EPS growth+35.2% Q1'26: +15.4% (vs Q1'25)
-
FCF margin— Q1'26: +28.0% (vs Q1'25)
-
EBIT margin— Q1'26: +20.2% (vs Q1'25)
-
ROIC— Q1'26: +5.3% (vs Q1'25)
-
Share dilution-5.6% Q1'26: -5.7% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 5.60× (vs Q1'25)
* 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.
| Metric |
Dec 1999 actual |
Dec 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 6 Rev. Ana. 10 EPS Ana. |
Dec 2027 8 Rev. Ana. 11 EPS Ana. |
Dec 2028 3 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
738.42M
est: 397.73M (+85.7%)
|
867.73M
est: 448.00M (+93.7%)
|
919.33M
est: 518.14M (+77.4%)
|
877.61M
est: 586.58M (+49.6%)
|
891.20M
est: 636.71M (+40.0%)
|
951.82M
est: 697.34M (+36.5%)
|
1.05B
est: 733.87M (+42.9%)
|
1.20B
est: 673.77M (+77.4%)
|
1.20B
est: 883.43M (+36.0%)
|
841.22M
est: 129.86M (+547.8%)
|
954.93M
est: 597.94M (+59.7%)
|
909.87M
est: 686.53M (+32.5%)
|
876.77M
est: 674.83M (+29.9%)
|
886.26M
est: 743.33M (+19.2%)
|
878.69M
est: 776.69M (+13.1%)
|
920.76M
est: 826.52M (+11.4%)
|
997.57M
est: 907.92M (+9.9%)
|
1.09B
est: 979.74M (+10.9%)
|
1.17B
est: 1.05B (+11.2%)
|
1.34B
est: 1.19B (+12.6%)
|
1.44B
est: 1.25B (+15.1%)
|
1.29B
est: 1.18B (+8.7%)
|
1.26B
est: 1.22B (+4.1%)
|
2.72B
est: 2.50B (+9.0%)
|
3.94B
est: 2.42B (+63.2%)
|
4.17B
est: 2.69B (+55.0%)
|
4.42B
est: 2.90B (+52.7%)
|
3.05B
3.00B – 3.10B
+5.3% YoY
|
3.23B
3.18B – 3.32B
+5.8% YoY
|
3.39B
3.38B – 3.40B
+5.1% YoY
|
| EBITDA |
180.74M
est: 126.05M (+43.4%)
|
224.56M
est: 141.98M (+58.2%)
|
257.96M
est: 164.21M (+57.1%)
|
278.39M
est: 559.57M (-50.2%)
|
296.54M
est: 534.20M (-44.5%)
|
275.50M
est: 546.06M (-49.5%)
|
319.55M
est: 677.45M (-52.8%)
|
246.95M
est: 213.53M (+15.7%)
|
220.59M
est: 769.96M (-71.4%)
|
-326.79M
est: -1.64B (+80.1%)
|
-62.77M
est: 172.75M (-136.3%)
|
177.17M
est: 277.71M (-36.2%)
|
290.49M
est: 383.88M (-24.3%)
|
287.87M
est: 453.14M (-36.5%)
|
292.59M
est: 438.12M (-33.2%)
|
322.28M
est: 410.14M (-21.4%)
|
332.44M
est: 436.30M (-23.8%)
|
339.90M
est: 434.90M (-21.8%)
|
390.96M
est: 486.84M (-19.7%)
|
480.38M
est: 593.77M (-19.1%)
|
531.52M
est: 714.77M (-25.6%)
|
323.15M
est: 430.88M (-25.0%)
|
575.37M
est: 593.72M (-3.1%)
|
879.78M
est: 631.99M (+39.2%)
|
1.16B
est: 782.18M (+48.4%)
|
1.09B
est: 870.13M (+25.1%)
|
1.26B
est: 937.33M (+34.4%)
|
987.23M
970.99M – 1.00B
+5.3% YoY
|
1.04B
1.03B – 1.07B
+5.8% YoY
|
1.10B
1.09B – 1.10B
+5.1% YoY
|
| EBIT |
142.68M
est: 115.48M (+23.6%)
|
176.41M
est: 130.07M (+35.6%)
|
206.25M
est: 150.43M (+37.1%)
|
233.98M
est: 170.30M (+37.4%)
|
243.02M
est: 184.86M (+31.5%)
|
222.73M
est: 202.46M (+10.0%)
|
267.57M
est: 213.07M (+25.6%)
|
192.82M
est: 195.62M (-1.4%)
|
158.78M
est: 256.49M (-38.1%)
|
-383.73M
est: 37.70M (-1,117.8%)
|
-128.65M
est: 173.60M (-174.1%)
|
84.52M
est: 199.32M (-57.6%)
|
207.33M
est: 195.93M (+5.8%)
|
248.36M
est: 215.81M (+15.1%)
|
256.57M
est: 225.50M (+13.8%)
|
291.70M
est: 239.97M (+21.6%)
|
297.76M
est: 263.60M (+13.0%)
|
303.45M
est: 284.45M (+6.7%)
|
353.79M
est: 306.21M (+15.5%)
|
441.63M
est: 345.01M (+28.0%)
|
486.69M
est: 363.22M (+34.0%)
|
279.97M
est: 343.71M (-18.5%)
|
533.86M
est: 352.83M (+51.3%)
|
797.98M
est: 725.25M (+10.0%)
|
1.08B
est: 734.13M (+47.7%)
|
1.02B
est: 816.68M (+24.5%)
|
1.26B
est: 879.75M (+43.2%)
|
926.59M
911.35M – 941.83M
+5.3% YoY
|
980.67M
965.25M – 1.01B
+5.8% YoY
|
1.03B
1.03B – 1.03B
+5.1% YoY
|
| Net Income |
95.35M
est: 95.19M (+0.2%)
|
118.29M
est: 116.31M (+1.7%)
|
133.19M
est: 130.39M (+2.1%)
|
152.73M
est: 158.52M (-3.7%)
|
163.25M
est: 160.90M (+1.5%)
|
153.83M
est: 155.35M (-1.0%)
|
185.19M
est: 184.76M (+0.2%)
|
133.79M
est: 130.46M (+2.6%)
|
96.77M
est: 101.55M (-4.7%)
|
-320.97M
est: -2.24B (+85.6%)
|
-75.63M
est: -105.57M (+28.4%)
|
72.26M
est: 48.93M (+47.7%)
|
151.38M
est: 135.86M (+11.4%)
|
173.70M
est: 166.82M (+4.1%)
|
179.46M
est: 176.78M (+1.5%)
|
199.73M
est: 198.69M (+0.5%)
|
204.73M
est: 209.12M (-2.1%)
|
207.13M
est: 203.34M (+1.9%)
|
255.44M
est: 245.18M (+4.2%)
|
360.42M
est: 339.51M (+6.2%)
|
382.72M
est: 377.73M (+1.3%)
|
220.62M
est: 218.08M (+1.2%)
|
408.86M
est: 326.70M (+25.1%)
|
644.28M
est: 356.39M (+80.8%)
|
867.84M
est: 742.41M (+16.9%)
|
768.71M
est: 830.61M (-7.5%)
|
1.00B
est: 944.17M (+6.2%)
|
1.04B
1.02B – 1.08B
+10.1% YoY
|
1.17B
1.13B – 1.22B
+13.0% YoY
|
1.31B
1.25B – 1.37B
+11.4% YoY
|
| SGA |
116.08M
est: 116.70M (-0.5%)
|
131.38M
est: 129.24M (+1.7%)
|
151.63M
est: 148.17M (+2.3%)
|
181.56M
est: 179.38M (+1.2%)
|
217.89M
est: 214.77M (+1.5%)
|
233.20M
est: 236.39M (-1.4%)
|
228.18M
est: 254.28M (-10.3%)
|
244.97M
est: 264.67M (-7.4%)
|
258.78M
est: 286.24M (-9.6%)
|
274.51M
est: 35.14M (+681.1%)
|
281.60M
est: 340.19M (-17.2%)
|
288.85M
est: 240.72M (+20.0%)
|
302.03M
est: 270.35M (+11.7%)
|
303.68M
est: 291.87M (+4.0%)
|
301.45M
est: 296.97M (+1.5%)
|
308.20M
est: 306.68M (+0.5%)
|
337.61M
est: 342.14M (-1.3%)
|
371.71M
est: 368.29M (+0.9%)
|
399.58M
est: 386.06M (+3.5%)
|
433.08M
est: 409.05M (+5.9%)
|
429.64M
est: 424.53M (+1.2%)
|
460.83M
est: 469.37M (-1.8%)
|
433.85M
est: 360.20M (+20.4%)
|
687.22M
est: 393.21M (+74.8%)
|
781.29M
est: 562.83M (+38.8%)
|
840.14M
est: 626.11M (+34.2%)
|
749.79M
est: 674.47M (+11.2%)
|
710.37M
698.69M – 722.06M
+5.3% YoY
|
751.84M
740.02M – 773.11M
+5.8% YoY
|
789.96M
787.28M – 792.64M
+5.1% YoY
|
| EPS |
2.14
est: 2.39 (-10.5%)
|
2.58
est: 2.44 (+5.7%)
|
2.71
est: 2.65 (+2.3%)
|
3.21
est: 3.25 (-1.2%)
|
3.55
est: 3.44 (+3.2%)
|
3.03
est: 3.73 (-18.8%)
|
3.46
est: 3.39 (+2.1%)
|
2.50
est: 3.03 (-17.5%)
|
1.78
est: 2.24 (-20.5%)
|
-6.42
est: -3.00 (-114.4%)
|
-1.40
est: -1.60 (+12.5%)
|
0.63
est: 0.12 (+425.0%)
|
1.69
est: 1.32 (+28.0%)
|
1.96
est: 1.72 (+14.0%)
|
1.90
est: 1.90 (+0.0%)
|
2.10
est: 2.04 (+2.9%)
|
2.15
est: 2.14 (+0.4%)
|
2.17
est: 2.11 (+2.7%)
|
2.68
est: 2.59 (+3.7%)
|
3.83
est: 3.74 (+2.5%)
|
4.07
est: 4.08 (-0.3%)
|
2.35
est: 2.48 (-5.3%)
|
4.43
est: 4.54 (-2.5%)
|
3.72
est: 5.64 (-34.1%)
|
4.91
est: 4.61 (+6.6%)
|
4.38
est: 5.23 (-16.3%)
|
5.92
est: 5.88 (+0.7%)
|
6.59
6.34 – 6.73
+12.1% YoY
|
7.35
7.04 – 7.59
+11.5% YoY
|
8.13
7.77 – 8.53
+10.6% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-01 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-27 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-26 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-22 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-14 | B | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-13 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-12 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-11 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-08 | B | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-07 | B | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-06 | B | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-05 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-04 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 9.24M | 10.20% | — | 50.8K | 9.11M | 126.9K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 2 | (1) BlackRock, Inc. | 9.18M | 10.10% | 8.55M | — | 9.18M | — | HC | Delaware | 2022-02-09 | ↗ |
| 3 | (. | 5.80M | 6.32% | 5.73M | — | 5.80M | — | IA | Delaware Limited Partnership | 2016-02-09 | ↗ |
| 4 | Goldman Sachs Asset Management, L.P. | 5.56M | 10.20% | 41.4K | — | 5.56M | — | IA | Delaware | 2007-08-10 | ↗ |
| 5 | BlackRock for purposes of Schedule 13G filings. | 5.36M | 7.53% | 5.36M | — | 5.36M | — | HC | Delaware | 2010-01-29 | ↗ |
| 6 | 52-0556948 | 4.73M | 5.20% | 1.44M | — | 4.73M | — | IA | Maryland | 2022-02-10 | ↗ |
| 7 | STATE STREET CORPORATION | 4.52M | 4.90% | — | 4.52M | — | 4.52M | HC | BOSTON, MASSACHUSETTS | 2016-02-22 | ↗ |
| 8 | Pages | 3.29M | 11.00% | 2.50M | — | — | — | IA | Teaneck, New Jersey | 2016-02-11 | ↗ |
| 9 | 04-2683227 | 2.10M | 3.93% | — | 1.71M | — | — | IA | Massachusetts | 2008-02-14 | ↗ |
| 10 | 13-5521910 | 1.70M | 4.49% | 590.8K | 1.11M | — | 1.70M | BD, IA | Delaware | 2000-02-03 | ↗ |
| 11 | 56-0898180 | 658.5K | 4.83% | 638.6K | — | 653.4K | 5.1K | HC | Reporting Person with: | 1998-02-13 | ↗ |
| 12 | ###-##-####) | 24.1K | 0.68% | — | — | 24.1K | — | IN | United States of America | 1995-02-13 | ↗ |
| 13 | 95-1411037 | 13.00 | 8.80% | 7.94M | — | 7.94M | — | IA | Delaware | 2022-02-11 | ↗ |
| 14 | Keeley Asset Management Corp. | — | 0.00% | — | — | — | — | IA | Illinois | 2010-02-12 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 2.34M +2.3M (+100.0%) | 147.34B +147.3B (+100.0%) | 1.46% +1.461 pp | 0.22% +0.222 pp | USD62.94 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 16.50M -645.0K (-3.8%) | 1.04B +19.4M (+1.9%) | 10.30% -0.040 pp | 0.02% 0.000 pp | USD48.14 +30.7% | 84 qtrs — |
| 3 | BLACKROCK, INC. | 14.88M -478.3K (-3.1%) | 936.71M +23.7M (+2.6%) | 9.29% +0.026 pp | 0.02% 0.000 pp | USD46.88 +34.3% | 6 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 7.92M +107.3K (+1.4%) | 498.51M +34.1M (+7.3%) | 4.94% +0.232 pp | 0.10% +0.005 pp | USD49.39 +27.4% | 51 qtrs — |
| 5 | FMR LLC | 7.73M -1.0M (-11.5%) | 486.44M -32.8M (-6.3%) | 4.82% -0.444 pp | 0.02% -0.002 pp | USD49.06 +28.3% | 45 qtrs — |
| 6 | STATE STREET CORP | 6.36M -253.2K (-3.8%) | 400.34M +7.2M (+1.8%) | 3.97% -0.018 pp | 0.01% 0.000 pp | USD47.64 +32.1% | 51 qtrs — |
| 7 | INVESCO LTD. | 5.52M +156.6K (+2.9%) | 347.18M +28.6M (+9.0%) | 3.44% +0.211 pp | 0.05% +0.003 pp | USD51.86 +21.4% | 57 qtrs — |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | 5.25M +713.3K (+15.7%) | 330.21M +60.8M (+22.5%) | 3.27% +0.541 pp | 0.04% +0.007 pp | USD45.48 +38.4% | 75 qtrs — |
| 9 | CAPITAL INTERNATIONAL INVESTORS | 4.18M +16.7K (+0.4%) | 263.06M +15.7M (+6.4%) | 2.61% +0.098 pp | 0.04% +0.001 pp | USD49.91 +26.1% | 30 qtrs — |
| 10 | EARNEST PARTNERS LLC | 3.14M -25.1K (-0.8%) | 197.51M +9.5M (+5.0%) | 1.96% +0.051 pp | 0.85% +0.031 pp | USD50.06 +25.7% | 31 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 3.09M -39.9K (-1.3%) | 194.51M +8.4M (+4.5%) | 1.93% +0.041 pp | 0.01% +0.000 pp | USD47.00 +33.9% | 78 qtrs — |
| 12 | NORGES BANK | 2.26M +2.3M (+100.0%) | 142.03M +142.0M (+100.0%) | 1.41% +1.408 pp | 0.02% +0.015 pp | USD62.94 +0.0% | 1 qtrs NEW |
| 13 | BANK OF AMERICA CORP /DE/ | 2.22M -219.8K (-9.0%) | 139.96M -5.3M (-3.6%) | 1.39% -0.086 pp | 0.01% +0.000 pp | USD51.58 +22.0% | 52 qtrs — |
| 14 | BANK OF MONTREAL /CAN/ | 2.21M +141.8K (+6.8%) | 139.21M +16.2M (+13.1%) | 1.38% +0.132 pp | 0.05% +0.001 pp | USD53.76 +17.1% | 51 qtrs — |
| 15 | DAVIS ASSET MANAGEMENT, L.P. | 2.00M +— (+0.0%) | 125.88M +7.0M (+5.9%) | 1.25% +0.042 pp | 4.51% +0.277 pp | USD43.29 +45.4% | 14 qtrs — |
| 16 | AMERICAN CENTURY COMPANIES INC | 2.00M -594.9K (-22.9%) | 125.83M -28.4M (-18.4%) | 1.25% -0.316 pp | 0.06% -0.015 pp | USD46.43 +35.6% | 23 qtrs — |
| 17 | MORGAN STANLEY | 1.88M +231.2K (+14.0%) | 118.53M +20.3M (+20.7%) | 1.18% +0.179 pp | 0.01% +0.001 pp | USD48.64 +29.4% | 51 qtrs — |
| 18 | SEI INVESTMENTS CO | 1.79M +64.2K (+3.7%) | 112.78M +10.1M (+9.8%) | 1.12% +0.077 pp | 0.11% +0.001 pp | USD49.72 +26.6% | 45 qtrs — |
| 19 | PZENA INVESTMENT MANAGEMENT LLC | 1.65M -65.0 (0.0%) | 104.01M +5.8M (+5.9%) | 1.03% +0.035 pp | 0.31% -0.006 pp | USD35.00 +79.8% | 69 qtrs — |
| 20 | ALLIANCEBERNSTEIN L.P. | 1.52M -69.3K (-4.4%) | 95.82M +1.2M (+1.3%) | 0.95% -0.010 pp | 0.03% +0.001 pp | USD39.40 +59.7% | 61 qtrs — |
| 21 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1.48M +247.5K (+20.1%) | 93.20M +19.9M (+27.1%) | 0.92% +0.181 pp | 3.77% +0.768 pp | USD51.19 +23.0% | 16 qtrs — |
| 22 | BANK OF NEW YORK MELLON CORP | 1.39M -81.0K (-5.5%) | 87.73M +62.8K (+0.1%) | 0.87% -0.019 pp | 0.02% -0.001 pp | USD42.97 +46.5% | 66 qtrs — |
| 23 | NORTHERN TRUST CORP | 1.39M -68.4K (-4.7%) | 87.65M +810.1K (+0.9%) | 0.87% -0.012 pp | 0.01% +0.000 pp | USD47.94 +31.3% | 51 qtrs — |
| 24 | 140 SUMMER PARTNERS LP | 1.36M +90.9K (+7.2%) | 85.63M +10.2M (+13.5%) | 0.85% +0.084 pp | 6.33% -0.226 pp | USD59.67 +5.5% | 2 qtrs — |
| 25 | CITADEL ADVISORS LLC | 1.32M -854.4K (-39.3%) | 82.89M -46.2M (-35.8%) | 0.82% -0.487 pp | 0.01% -0.007 pp | USD52.48 +19.9% | 36 qtrs — |
| 26 | PRINCIPAL FINANCIAL GROUP INC | 1.17M +356.1K (+43.7%) | 73.73M +25.3M (+52.1%) | 0.73% +0.240 pp | 0.04% +0.013 pp | USD54.81 +14.8% | 81 qtrs — |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.09M -102.1K (-8.5%) | 68.82M -2.2M (-3.2%) | 0.68% -0.038 pp | 0.01% -0.001 pp | USD47.70 +31.9% | 100 qtrs — |
| 28 | AQR CAPITAL MANAGEMENT LLC | 1.08M -89.3K (-7.6%) | 68.07M -1.5M (-2.2%) | 0.67% -0.031 pp | 0.04% -0.009 pp | USD53.43 +17.8% | 9 qtrs — |
| 29 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.02M +2.7K (+0.3%) | 64.06M +3.7M (+6.2%) | 0.64% +0.023 pp | 1.51% +0.043 pp | USD46.30 +35.9% | 51 qtrs — |
| 30 | VERITION FUND MANAGEMENT LLC | 988.6K -12.9K (-1.3%) | 62.22M +2.7M (+4.5%) | 0.62% +0.013 pp | 0.24% -0.001 pp | USD51.53 +22.1% | 22 qtrs — |
| 31 | ARTEMIS INVESTMENT MANAGEMENT LLP | 893.8K +893.8K (+100.0%) | 56.25M +56.3M (+100.0%) | 0.56% +0.558 pp | 0.68% +0.680 pp | USD62.94 +0.0% | 1 qtrs NEW |
| 32 | CLEARBRIDGE INVESTMENTS, LLC | 886.3K +881.3K (+17,591.5%) | 55.79M +55.5M (+18,633.2%) | 0.55% +0.550 pp | 0.04% +0.044 pp | USD62.89 +0.1% | 16 qtrs — |
| 33 | BOSTON PARTNERS | 852.6K +91.1K (+12.0%) | 53.67M +8.4M (+18.6%) | 0.53% +0.073 pp | 0.06% +0.009 pp | USD55.59 +13.2% | 23 qtrs — |
| 34 | HOLOCENE ADVISORS, LP | 831.5K +87.0K (+11.7%) | 52.33M +8.1M (+18.3%) | 0.52% +0.070 pp | 0.11% +0.009 pp | USD59.81 +5.2% | 20 qtrs — |
| 35 | FRONTIER CAPITAL MANAGEMENT CO LLC | 800.4K -7.1K (-0.9%) | 50.38M +2.4M (+5.0%) | 0.50% +0.013 pp | 0.53% +0.104 pp | USD48.84 +28.9% | 41 qtrs — |
| 36 | AZORA CAPITAL LP | 764.3K -651.1K (-46.0%) | 48.11M -36.0M (-42.8%) | 0.48% -0.376 pp | 3.03% -0.868 pp | USD49.80 +26.4% | 16 qtrs — |
| 37 | PAR CAPITAL MANAGEMENT INC | 755.5K +5.5K (+0.7%) | 47.55M +3.0M (+6.7%) | 0.47% +0.019 pp | 1.26% -0.048 pp | USD47.99 +31.2% | 16 qtrs — |
| 38 | BRIDGEWATER ASSOCIATES, LP | 754.1K +218.7K (+40.9%) | 47.46M +15.6M (+49.2%) | 0.47% +0.148 pp | 0.17% +0.048 pp | USD59.18 +6.4% | 3 qtrs — |
| 39 | ALGEBRIS (UK) LTD | 734.4K +201.8K (+37.9%) | 46.25M +14.6M (+46.2%) | 0.46% +0.137 pp | 3.63% +0.043 pp | USD54.29 +15.9% | 18 qtrs — |
| 40 | GOLDMAN SACHS GROUP INC | 724.8K +188.7K (+35.2%) | 45.62M +13.8M (+43.2%) | 0.45% +0.129 pp | 0.01% +0.002 pp | USD53.90 +16.8% | 73 qtrs — |
| 41 | FISHER ASSET MANAGEMENT, LLC | 717.4K -24.2K (-3.3%) | 45.15M +1.1M (+2.4%) | 0.45% +0.001 pp | 0.02% -0.001 pp | USD35.48 +77.4% | 57 qtrs — |
| 42 | DIAMOND HILL CAPITAL MANAGEMENT INC | 685.7K -2.2K (-0.3%) | 43.16M +2.3M (+5.6%) | 0.43% +0.013 pp | 0.22% +0.027 pp | USD55.74 +12.9% | 16 qtrs — |
| 43 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 671.5K -423.1K (-38.7%) | 42.86M -21.7M (-33.6%) | 0.42% -0.241 pp | 0.07% -0.034 pp | USD45.25 +39.1% | 17 qtrs — |
| 44 | QUBE RESEARCH & TECHNOLOGIES LTD | 673.4K +50.6K (+8.1%) | 42.38M +5.4M (+14.5%) | 0.42% +0.045 pp | 0.04% +0.005 pp | USD55.82 +12.8% | 10 qtrs — |
| 45 | POINT72 ASSET MANAGEMENT, L.P. | 647.1K -168.4K (-20.7%) | 40.73M -7.7M (-16.0%) | 0.40% -0.088 pp | 0.05% -0.036 pp | USD52.06 +20.9% | 16 qtrs — |
| 46 | SAMLYN CAPITAL, LLC | 626.9K +15.6K (+2.6%) | 39.45M +3.1M (+8.6%) | 0.39% +0.023 pp | 0.63% +0.129 pp | USD52.82 +19.2% | 8 qtrs — |
| 47 | UBS GROUP AG | 605.6K -129.9K (-17.7%) | 38.12M -5.6M (-12.8%) | 0.38% -0.066 pp | 0.01% -0.001 pp | USD52.20 +20.6% | 45 qtrs — |
| 48 | ARIEL INVESTMENTS, LLC | 579.0K +579.0K (+100.0%) | 36.44M +36.4M (+100.0%) | 0.36% +0.361 pp | 0.39% +0.394 pp | USD62.94 +0.0% | 1 qtrs NEW |
| 49 | BLACKSTONE INC. | 575.0K +575.0K (+100.0%) | 36.19M +36.2M (+100.0%) | 0.36% +0.359 pp | 0.14% +0.143 pp | USD62.94 +0.0% | 1 qtrs NEW |
| 50 | STIEVEN CAPITAL ADVISORS, L.P. | 569.0K -21.5K (-3.6%) | 35.81M +713.5K (+2.0%) | 0.36% -0.001 pp | 6.64% +0.023 pp | USD43.92 +43.3% | 13 qtrs — |
| 51 | NUVEEN, LLC | 551.7K +288.2K (+109.3%) | 34.73M +19.1M (+121.7%) | 0.34% +0.185 pp | 0.01% +0.005 pp | USD57.50 +9.5% | 4 qtrs — |
| 52 | POLARIS CAPITAL MANAGEMENT, LLC | 516.2K -90.9K (-15.0%) | 32.49M -3.6M (-10.0%) | 0.32% -0.044 pp | 2.70% +0.324 pp | USD39.31 +60.1% | 45 qtrs — |
| 53 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 498.5K -7.0K (-1.4%) | 31.38M +1.3M (+4.4%) | 0.31% +0.006 pp | 1.53% +0.026 pp | USD43.28 +45.4% | 12 qtrs — |
| 54 | NATIXIS ADVISORS, L.P. | 493.7K +32.3K (+7.0%) | 31.07M +3.6M (+13.3%) | 0.31% +0.030 pp | 0.04% +0.004 pp | USD51.51 +22.2% | 16 qtrs — |
| 55 | BALYASNY ASSET MANAGEMENT L.P. | 485.8K -249.4K (-33.9%) | 30.57M -13.1M (-30.0%) | 0.30% -0.140 pp | 0.04% -0.017 pp | USD59.26 +6.2% | 37 qtrs — |
| 56 | FIRST TRUST ADVISORS LP | 477.9K -24.2K (-4.8%) | 30.08M +232.9K (+0.8%) | 0.30% -0.005 pp | 0.02% 0.000 pp | USD46.69 +34.8% | 51 qtrs — |
| 57 | RETIREMENT SYSTEMS OF ALABAMA | 476.3K -22.3K (-4.5%) | 29.98M +344.2K (+1.2%) | 0.30% -0.003 pp | 0.10% -0.001 pp | USD47.83 +31.6% | 52 qtrs — |
| 58 | RHUMBLINE ADVISERS | 469.5K -24.5K (-5.0%) | 29.55M +187.3K (+0.6%) | 0.29% -0.005 pp | 0.02% +0.000 pp | USD44.46 +41.6% | 51 qtrs — |
| 59 | JPMORGAN CHASE & CO | 450.0K -69.3K (-13.3%) | 28.32M -2.5M (-8.2%) | 0.28% -0.032 pp | 0.00% 0.000 pp | USD48.44 +29.9% | 51 qtrs — |
| 60 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 417.4K +103.3K (+32.9%) | 26.27M +7.6M (+40.7%) | 0.26% +0.071 pp | 0.09% +0.030 pp | USD51.87 +21.3% | 10 qtrs — |
| 61 | MILLENNIUM MANAGEMENT LLC | 405.4K -979.8K (-70.7%) | 25.51M -56.8M (-69.0%) | 0.25% -0.582 pp | 0.01% -0.024 pp | USD51.44 +22.4% | 36 qtrs — |
| 62 | UBS ASSET MANAGEMENT AMERICAS INC | 396.6K -13.5K (-3.3%) | 24.96M +583.3K (+2.4%) | 0.25% +0.000 pp | 0.01% +0.000 pp | USD47.57 +32.3% | 57 qtrs — |
| 63 | WELLINGTON MANAGEMENT GROUP LLP | 394.5K +62.0K (+18.6%) | 24.83M +5.1M (+25.6%) | 0.25% +0.046 pp | 0.00% +0.001 pp | USD53.26 +18.2% | 81 qtrs — |
| 64 | AMERIPRISE FINANCIAL INC | 387.3K -22.0K (-5.4%) | 24.38M +49.5K (+0.2%) | 0.24% -0.005 pp | 0.01% 0.000 pp | USD46.83 +34.4% | 55 qtrs — |
| 65 | FJ CAPITAL MANAGEMENT LLC | 384.7K -239.7K (-38.4%) | 24.22M -12.9M (-34.8%) | 0.24% -0.136 pp | 2.67% -1.290 pp | USD54.56 +15.4% | 5 qtrs — |
| 66 | STATE OF WISCONSIN INVESTMENT BOARD | 381.1K +11.0K (+3.0%) | 23.99M +2.0M (+9.0%) | 0.24% +0.015 pp | 0.05% +0.003 pp | USD52.58 +19.7% | 35 qtrs — |
| 67 | ALGERT GLOBAL LLC | 378.5K +18.9K (+5.3%) | 23.82M +2.5M (+11.5%) | 0.24% +0.019 pp | 0.37% +0.014 pp | USD51.16 +23.0% | 11 qtrs — |
| 68 | ENGINEERS GATE MANAGER LP | 346.7K +223.1K (+180.6%) | 21.82M +14.5M (+197.1%) | 0.22% +0.142 pp | 0.26% +0.175 pp | USD61.17 +2.9% | 13 qtrs — |
| 69 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 346.5K -78.8K (-18.5%) | 21.81M -3.5M (-13.7%) | 0.22% -0.040 pp | 0.12% -0.021 pp | USD50.48 +24.7% | 33 qtrs — |
| 70 | SWISS NATIONAL BANK | 327.6K +1.5K (+0.5%) | 20.62M +1.2M (+6.4%) | 0.20% +0.008 pp | 0.01% +0.001 pp | USD50.85 +23.8% | 9 qtrs — |
| 71 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 319.7K +831.0 (+0.3%) | 20.12M +1.2M (+6.2%) | 0.20% +0.007 pp | 0.01% +0.000 pp | USD46.64 +34.9% | 58 qtrs — |
| 72 | NEW YORK STATE COMMON RETIREMENT FUND | 315.6K -57.2K (-15.3%) | 19.86M -2.3M (-10.4%) | 0.20% -0.028 pp | 0.03% -0.002 pp | USD42.65 +47.6% | 103 qtrs — |
| 73 | MARSHALL WACE, LLP | 311.8K -79.4K (-20.3%) | 19.62M -3.6M (-15.6%) | 0.19% -0.041 pp | 0.02% -0.006 pp | USD56.40 +11.6% | 4 qtrs — |
| 74 | RUSSELL INVESTMENTS GROUP, LTD. | 307.8K +21.0K (+7.3%) | 19.37M +2.3M (+13.7%) | 0.19% +0.019 pp | 0.02% +0.002 pp | USD49.26 +27.8% | 37 qtrs — |
| 75 | WELLS FARGO & COMPANY/MN | 299.3K +45.3K (+17.8%) | 18.84M +3.7M (+24.8%) | 0.19% +0.034 pp | 0.00% +0.001 pp | USD54.32 +15.9% | 57 qtrs — |
| 76 | ALYESKA INVESTMENT GROUP, L.P. | 286.3K -1.7M (-85.9%) | 18.02M -102.8M (-85.1%) | 0.18% -1.047 pp | 0.05% -0.315 pp | USD59.38 +6.0% | 3 qtrs — |
| 77 | RAYMOND JAMES FINANCIAL INC | 275.1K +6.9K (+2.6%) | 17.32M +1.4M (+8.6%) | 0.17% +0.010 pp | 0.01% +0.000 pp | USD55.59 +13.2% | 5 qtrs — |
| 78 | MOORE CAPITAL MANAGEMENT, LP | 272.0K +95.2K (+53.8%) | 17.12M +6.6M (+62.9%) | 0.17% +0.063 pp | 0.25% +0.102 pp | USD52.74 +19.3% | 7 qtrs — |
| 79 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 263.4K -5.3K (-2.0%) | 16.58M +607.0K (+3.8%) | 0.16% +0.002 pp | 0.03% +0.001 pp | USD42.68 +47.5% | 51 qtrs — |
| 80 | ENVESTNET ASSET MANAGEMENT INC | 248.0K -4.9K (-1.9%) | 15.61M +577.2K (+3.8%) | 0.15% +0.002 pp | 0.00% +0.000 pp | USD46.88 +34.3% | 50 qtrs — |
| 81 | LEGAL & GENERAL GROUP PLC | 246.6K -15.3K (-5.8%) | 15.52M -46.7K (-0.3%) | 0.15% -0.004 pp | 0.00% 0.000 pp | USD50.28 +25.2% | 60 qtrs — |
| 82 | INTERVAL PARTNERS, LP | 235.1K -39.4K (-14.4%) | 14.79M -1.5M (-9.3%) | 0.15% -0.019 pp | 0.26% -0.001 pp | USD49.30 +27.7% | 16 qtrs — |
| 83 | MALTESE CAPITAL MANAGEMENT LLC | 230.0K -38.8K (-14.4%) | 14.48M -1.5M (-9.4%) | 0.14% -0.019 pp | 2.57% +0.149 pp | USD49.65 +26.8% | 20 qtrs — |
| 84 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 227.3K +20.5K (+9.9%) | 14.31M +2.0M (+16.4%) | 0.14% +0.017 pp | 0.03% +0.003 pp | USD54.10 +16.3% | 5 qtrs — |
| 85 | WHITTIER TRUST CO | 215.0K +6.5K (+3.1%) | 14.13M +1.7M (+13.7%) | 0.13% +0.009 pp | 0.15% +0.012 pp | USD50.95 +23.5% | 16 qtrs — |
| 86 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 203.7K +97.7K (+92.2%) | 12.82M +6.5M (+103.5%) | 0.13% +0.063 pp | 0.10% +0.036 pp | USD60.28 +4.4% | 5 qtrs — |
| 87 | LEEWARD INVESTMENTS, LLC - MA | 196.9K -9.8K (-4.8%) | 12.40M +104.2K (+0.8%) | 0.12% -0.002 pp | 0.63% -0.001 pp | USD55.42 +13.6% | 16 qtrs — |
| 88 | D. E. SHAW & CO., INC. | 190.3K +184.9K (+3,433.3%) | 11.98M +11.7M (+3,641.4%) | 0.12% +0.116 pp | 0.01% +0.006 pp | USD62.57 +0.6% | 9 qtrs — |
| 89 | BW GESTAO DE INVESTIMENTOS LTDA. | 190.0K +190.0K (+100.0%) | 11.96M +12.0M (+100.0%) | 0.12% +0.119 pp | 0.27% +0.270 pp | USD62.94 +0.0% | 1 qtrs NEW |
| 90 | BARCLAYS PLC | 178.9K -119.0K (-39.9%) | 11.26M -2.6M (-18.9%) | 0.11% -0.068 pp | 0.00% -0.001 pp | USD53.84 +16.9% | 51 qtrs — |
| 91 | ROYAL BANK OF CANADA | 175.3K +32.9K (+23.1%) | 11.04M +2.6M (+30.3%) | 0.11% +0.024 pp | 0.00% +0.000 pp | USD52.32 +20.3% | 51 qtrs — |
| 92 | CITIGROUP INC | 163.9K +25.7K (+18.6%) | 10.32M +2.1M (+25.6%) | 0.10% +0.019 pp | 0.00% +0.001 pp | USD49.58 +26.9% | 108 qtrs — |
| 93 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 162.7K -363.0 (-0.2%) | 10.24M +547.9K (+5.7%) | 0.10% +0.003 pp | 0.01% +0.000 pp | USD43.24 +45.6% | 52 qtrs — |
| 94 | DANA INVESTMENT ADVISORS, INC. | 161.1K +474.0 (+0.3%) | 10.14M +592.0K (+6.2%) | 0.10% +0.004 pp | 0.30% +0.015 pp | USD44.54 +41.3% | 12 qtrs — |
| 95 | TRILLIUM ASSET MANAGEMENT, LLC | 153.4K +7.7K (+5.3%) | 10.03M +1.4M (+15.9%) | 0.10% +0.008 pp | 0.31% +0.078 pp | USD49.45 +27.3% | 47 qtrs — |
| 96 | TREXQUANT INVESTMENT LP | 153.7K +17.8K (+13.1%) | 9.67M +1.6M (+19.7%) | 0.10% +0.014 pp | 0.09% +0.003 pp | USD56.86 +10.7% | 5 qtrs — |
| 97 | NICHOLAS COMPANY, INC. | 151.5K -60.0 (0.0%) | 9.53M +526.6K (+5.8%) | 0.09% +0.003 pp | 0.17% +0.014 pp | USD40.25 +56.4% | 39 qtrs — |
| 98 | JANE STREET GROUP, LLC | 149.2K -102.0K (-40.6%) | 9.39M -5.5M (-37.1%) | 0.09% -0.058 pp | 0.00% -0.001 pp | USD52.57 +19.7% | 27 qtrs — |
| 99 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 148.4K +— (+0.0%) | 9.34M +519.3K (+5.9%) | 0.09% +0.003 pp | 0.02% +0.001 pp | USD47.47 +32.6% | 51 qtrs — |
| 100 | STIFEL FINANCIAL CORP | 148.2K -8.6K (-5.5%) | 9.33M +9.4K (+0.1%) | 0.09% -0.002 pp | 0.01% 0.000 pp | USD51.67 +21.8% | 48 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | BMO Equal Weight US Banks Index ETF ZBK.TO | 4.78% | 26.71M | 0.39% |
| 2 | NYLI Merger Arbitrage ETF MNA | 2.20% | 5.56M | 0.75% |
| 3 | Scharf ETF KAT | 2.08% | 15.81M | 0.75% |
| 4 | iShares U.S. Regional Banks ETF IAT | 1.97% | 13.36M | 0.38% |
| 5 | iShares S&P U.S. Banks UCITS ETF BNKS.L | 1.89% | 20.67M | 0.35% |
| 6 | iShares S&P U.S. Banks UCITS ETF BNKT.AS | 1.89% | 227.1K | 0.35% |
| 7 | State Street SPDR S&P Regional Banking ETF KRE | 1.35% | 67.09M | 0.35% |
| 8 | First Trust Nasdaq Bank ETF FTXO | 1.35% | 4.11M | 0.60% |
| 9 | Invesco S&P MidCap Value with Momentum ETF XMVM | 1.21% | 5.86M | 0.41% |
| 10 | State Street SPDR S&P Bank ETF KBE | 0.99% | 15.11M | 0.35% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-21 | Whiston William E. | Director | A-Award | A | Common Stock | 1,596 | 0.00 | — | 12,962 | D | ↗ |
| 2026-05-21 | States Lauren | Director | A-Award | A | Common Stock | 1,596 | 0.00 | — | 15,941 | D | ↗ |
| 2026-05-21 | Pettie Mark | Director | A-Award | A | Common Stock | 1,596 | 0.00 | — | 35,993 | D | ↗ |
| 2026-05-21 | O'Toole Richard L. | Director | A-Award | A | Common Stock | 1,596 | 0.00 | — | 28,789 | D | ↗ |
| 2026-05-21 | Mitchell Maureen | Director | A-Award | A | Common Stock | 1,596 | 0.00 | — | 17,277 | D | ↗ |
| 2026-05-21 | MORSE LAURENCE C | Director | A-Award | A | Common Stock | 1,596 | 0.00 | — | 8,025 | D | ↗ |
| 2026-05-21 | Haas William David | Director | A-Award | A | Common Stock | 1,596 | 0.00 | — | 6,261 | D | ↗ |
| 2026-05-21 | HAYLES CAROL | Director | A-Award | A | Common Stock | 1,596 | 0.00 | — | 13,985 | D | ↗ |
| 2026-05-21 | Crawford Frederick John | Director | A-Award | A | Common Stock | 1,596 | 0.00 | — | 3,111 | D | ↗ |
| 2026-05-21 | Cahill John P. | Director | A-Award | A | Common Stock | 1,596 | 0.00 | — | 28,541 | D | ↗ |
| 2026-05-21 | Aboelnaga Mona | Director | A-Award | A | Common Stock | 1,596 | 0.00 | — | 15,812 | D | ↗ |
| 2026-05-21 | ATWELL WILLIAM L | Director | A-Award | A | Common Stock | 1,596 | 0.00 | — | 32,511 | D | ↗ |
| 2026-05-18 | CIULLA JOHN R | Director / Officer | S-Sale | D | Common Stock | 8,000 | 71.67 | 573.4K | 289,838 | D | ↗ |
| 2026-05-04 | O'Toole Richard L. | Director | G-Gift | D | Common Stock | 10,000 | 0.00 | — | 27,193 | D | ↗ |
| 2026-03-11 | Weidner Marissa | Officer | A-Award | A | Common Stock | 4,597 | 0.00 | — | 18,311 | D | ↗ |
| 2026-03-11 | WILKINS CHARLES L | Officer | A-Award | A | Common Stock | 8,974 | 0.00 | — | 44,147 | D | ↗ |
| 2026-03-11 | Schugel Jason E. | Officer | A-Award | A | Common Stock | 14,898 | 0.00 | — | 20,194 | D | ↗ |
| 2026-03-11 | SOTO JASON A. | Officer | A-Award | A | Common Stock | 8,194 | 0.00 | — | 40,785 | D | ↗ |
| 2026-03-11 | NAFDE VIKRAM A. | Officer | A-Award | A | Common Stock | 7,804 | 0.00 | — | 32,889 | D | ↗ |
| 2026-03-11 | Massiani Luis | Officer | A-Award | A | Common Stock | 35,116 | 0.00 | — | 149,954 | D | ↗ |
| 2026-03-11 | MOTL CHRISTOPHER J | Officer | A-Award | A | Common Stock | 22,701 | 0.00 | — | 85,439 | D | ↗ |
| 2026-03-11 | KRYNICK BENJAMIN L. | Officer | A-Award | A | Common Stock | 4,824 | 0.00 | — | 16,753 | D | ↗ |
| 2026-03-11 | HOLLAND WILLIAM NEAL | Officer | A-Award | A | Common Stock | 20,715 | 0.00 | — | 51,285 | D | ↗ |
| 2026-03-11 | GRIFFIN JAMES MI | Officer | A-Award | A | Common Stock | 8,974 | 0.00 | — | 30,443 | D | ↗ |
| 2026-03-11 | Evans Javier L. | Officer | A-Award | A | Common Stock | 8,428 | 0.00 | — | 29,138 | D | ↗ |
| 2026-03-11 | CIULLA JOHN R | Director / Officer | A-Award | A | Common Stock | 65,735 | 0.00 | — | 297,838 | D | ↗ |
| 2026-03-11 | CIESLIK ELZBIETA | Officer | A-Award | A | Common Stock | 4,427 | 0.00 | — | 19,909 | D | ↗ |
| 2026-03-11 | Berner Kristy | Officer | A-Award | A | Common Stock | 8,194 | 0.00 | — | 24,181 | D | ↗ |
| 2026-03-03 | Weidner Marissa | Officer | F-InKind | D | Common Stock | 343 | 71.40 | 24.5K | 13,714 | D | ↗ |
| 2026-03-03 | WILKINS CHARLES L | Officer | F-InKind | D | Common Stock | 328 | 71.40 | 23.4K | 35,173 | D | ↗ |
| 2026-03-03 | SOTO JASON A. | Officer | F-InKind | D | Common Stock | 430 | 71.40 | 30.7K | 32,591 | D | ↗ |
| 2026-03-03 | NAFDE VIKRAM A. | Officer | F-InKind | D | Common Stock | 543 | 71.40 | 38.8K | 25,085 | D | ↗ |
| 2026-03-03 | Massiani Luis | Officer | F-InKind | D | Common Stock | 2,314 | 71.40 | 165.2K | 114,838 | D | ↗ |
| 2026-03-03 | MOTL CHRISTOPHER J | Officer | F-InKind | D | Common Stock | 1,650 | 71.40 | 117.8K | 62,738 | D | ↗ |
| 2026-03-03 | KRYNICK BENJAMIN L. | Officer | F-InKind | D | Common Stock | 325 | 71.40 | 23.2K | 11,925 | D | ↗ |
| 2026-03-03 | HOLLAND WILLIAM NEAL | Officer | F-InKind | D | Common Stock | 1,423 | 71.40 | 101.6K | 30,570 | D | ↗ |
| 2026-03-03 | GRIFFIN JAMES MI | Officer | F-InKind | D | Common Stock | 542 | 71.40 | 38.7K | 21,469 | D | ↗ |
| 2026-03-03 | Evans Javier L. | Officer | F-InKind | D | Common Stock | 658 | 71.40 | 47.0K | 20,710 | D | ↗ |
| 2026-03-03 | CIULLA JOHN R | Director / Officer | F-InKind | D | Common Stock | 4,894 | 71.40 | 349.4K | 232,103 | D | ↗ |
| 2026-03-03 | CIESLIK ELZBIETA | Officer | F-InKind | D | Common Stock | 326 | 71.40 | 23.3K | 15,482 | D | ↗ |
| 2026-03-03 | Berner Kristy | Officer | F-InKind | D | Common Stock | 597 | 71.40 | 42.6K | 15,987 | D | ↗ |
| 2026-03-02 | Weidner Marissa | Officer | F-InKind | D | Common Stock | 692 | 72.13 | 49.9K | 14,057 | D | ↗ |
| 2026-03-02 | WILKINS CHARLES L | Officer | A-Award | A | Common Stock | 6,256 | 0.00 | — | 37,790 | D | ↗ |
| 2026-03-02 | SOTO JASON A. | Officer | A-Award | A | Common Stock | 5,089 | 0.00 | — | 35,644 | D | ↗ |
| 2026-03-02 | NAFDE VIKRAM A. | Officer | A-Award | A | Common Stock | 3,592 | 0.00 | — | 28,380 | D | ↗ |
| 2026-03-02 | Massiani Luis | Officer | F-InKind | D | Common Stock | 4,959 | 72.13 | 357.7K | 117,152 | D | ↗ |
| 2026-03-02 | MOTL CHRISTOPHER J | Officer | F-InKind | D | Common Stock | 5,431 | 72.13 | 391.7K | 67,488 | D | ↗ |
| 2026-03-02 | KRYNICK BENJAMIN L. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-02 | GRIFFIN JAMES MI | Officer | A-Award | A | Common Stock | 5,089 | 0.00 | — | 25,422 | D | ↗ |
| 2026-03-02 | Evans Javier L. | Officer | A-Award | A | Common Stock | 5,628 | 0.00 | — | 25,685 | D | ↗ |
| 2026-03-02 | CIULLA JOHN R | Director / Officer | A-Award | A | Common Stock | 39,516 | 0.00 | — | 263,388 | D | ↗ |
| 2026-03-02 | CIESLIK ELZBIETA | Officer | F-InKind | D | Common Stock | 1,538 | 72.13 | 110.9K | 16,500 | D | ↗ |
| 2026-03-02 | Berner Kristy | Officer | F-InKind | D | Common Stock | 783 | 72.13 | 56.5K | 16,584 | D | ↗ |
| 2026-02-17 | CIULLA JOHN R | Director / Officer | S-Sale | D | Common Stock | 8,000 | 71.91 | 575.3K | 223,872 | D | ↗ |
| 2026-01-27 | SOTO JASON A. | Officer | A-Award | A | Common Stock | 11,666 | 0.00 | — | 30,555 | D | ↗ |
| 2026-01-27 | NAFDE VIKRAM A. | Officer | A-Award | A | Common Stock | 7,777 | 0.00 | — | 24,788 | D | ↗ |
| 2026-01-27 | GRIFFIN JAMES MI | Officer | A-Award | A | Common Stock | 7,777 | 0.00 | — | 20,333 | D | ↗ |
| 2026-01-27 | Antonopoulos Kristen | Officer | A-Award | A | Common Stock | 7,388 | 0.00 | — | 7,388 | D | ↗ |
| 2026-01-06 | Antonopoulos Kristen | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-01-05 | MADAR GREGORY | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-08 | Weidner Marissa | Officer | S-Sale | D | Common Stock | 2,500 | 62.98 | 157.5K | 13,141 | D | ↗ |
| 2025-12-08 | MADAR GREGORY | Officer | S-Sale | D | Common Stock | 654 | 62.63 | 41.0K | 7,621 | D | ↗ |
| 2025-11-17 | CIULLA JOHN R | Director / Officer | S-Sale | D | Common Stock | 8,000 | 55.45 | 443.6K | 231,872 | D | ↗ |
| 2025-10-28 | Weidner Marissa | Officer | A-Award | A | Common Stock | 4,447 | 0.00 | — | 15,641 | D | ↗ |
| 2025-10-28 | KRYNICK BENJAMIN L. | Officer | A-Award | A | Common Stock | 4,447 | 0.00 | — | 13,054 | D | ↗ |
| 2025-10-28 | HOLLAND WILLIAM NEAL | Officer | A-Award | A | Common Stock | 8,894 | 0.00 | — | 31,993 | D | ↗ |
| 2025-09-26 | Berner Kristy | Officer | F-InKind | D | Common Stock | 1,273 | 59.82 | 76.2K | 17,367 | D | ↗ |
| 2025-09-15 | CIESLIK ELZBIETA | Officer | S-Sale | D | Common Stock | 2,000 | 61.58 | 123.2K | 14,894 | D | ↗ |
| 2025-09-12 | CIESLIK ELZBIETA | Officer | S-Sale | D | Common Stock | 1,000 | 61.62 | 61.6K | 16,894 | D | ↗ |
| 2025-09-08 | HAYLES CAROL | Director | S-Sale | D | Common Stock | 4,841 | 61.58 | 298.1K | 12,389 | D | ↗ |
| 2025-09-03 | MADAR GREGORY | Officer | — | — | Common Stock | 0 | 0.00 | — | 8,275 | D | ↗ |
| 2025-09-02 | Wang Albert Jen-Wen | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-08-28 | GRIFFIN JAMES MI | Officer | S-Sale | D | Common Stock | 807 | 62.14 | 50.1K | 12,556 | D | ↗ |
| 2025-08-14 | CIULLA JOHN R | Director / Officer | S-Sale | D | Common Stock | 8,000 | 57.95 | 463.6K | 239,872 | D | ↗ |
| 2025-08-12 | Schugel Jason E. | Officer | A-Award | A | Common Stock | 5,296 | 0.00 | — | 5,296 | D | ↗ |
| 2025-08-12 | Crawford Frederick John | Director | A-Award | A | Common Stock | 1,015 | 0.00 | — | 1,515 | D | ↗ |
| 2025-07-28 | ATWELL WILLIAM L | Director | S-Sale | D | Common Stock | 2,500 | 59.26 | 148.1K | 30,915 | D | ↗ |
| 2025-07-25 | HOLLAND WILLIAM NEAL | Officer | F-InKind | D | Common Stock | 1,642 | 60.22 | 98.9K | 23,099 | D | ↗ |
| 2025-07-22 | Wang Albert Jen-Wen | Officer | S-Sale | D | Common Stock | 3,250 | 60.31 | 196.0K | 15,755 | D | ↗ |
| 2025-07-14 | Schugel Jason E. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-14 | BLEY DANIEL | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-01 | Crawford Frederick John | Director | — | — | Common Stock | 0 | 0.00 | — | 500 | D | ↗ |
| 2025-06-16 | NAFDE VIKRAM A. | Officer | F-InKind | D | Common Stock | 1,608 | 51.94 | 83.5K | 16,827 | D | ↗ |
| 2025-06-06 | WILKINS CHARLES L | Officer | S-Sale | D | Common Stock | 5,000 | 53.25 | 266.3K | 31,534 | D | ↗ |
| 2025-05-28 | Evans Javier L. | Officer | S-Sale | D | Common Stock | 7,800 | 52.58 | 410.1K | 19,820 | D | ↗ |
| 2025-05-22 | States Lauren | Director | S-Sale | D | Common Stock | 2,000 | 50.81 | 101.6K | 14,820 | D | ↗ |
| 2025-05-21 | Whiston William E. | Director | A-Award | A | Common Stock | 2,217 | 0.00 | — | 11,366 | D | ↗ |
| 2025-05-21 | States Lauren | Director | A-Award | A | Common Stock | 2,217 | 0.00 | — | 16,820 | D | ↗ |
| 2025-05-21 | Pettie Mark | Director | A-Award | A | Common Stock | 2,217 | 0.00 | — | 34,397 | D | ↗ |
| 2025-05-21 | O'Toole Richard L. | Director | A-Award | A | Common Stock | 2,217 | 0.00 | — | 37,193 | D | ↗ |
| 2025-05-21 | Mitchell Maureen | Director | A-Award | A | Common Stock | 2,217 | 0.00 | — | 15,535 | D | ↗ |
| 2025-05-21 | MORSE LAURENCE C | Director | A-Award | A | Common Stock | 2,217 | 0.00 | — | 6,429 | D | ↗ |
| 2025-05-21 | Haas William David | Director | A-Award | A | Common Stock | 2,217 | 0.00 | — | 4,665 | D | ↗ |
| 2025-05-21 | HAYLES CAROL | Director | A-Award | A | Common Stock | 2,217 | 0.00 | — | 17,230 | D | ↗ |
| 2025-05-21 | Cahill John P. | Director | A-Award | A | Common Stock | 2,217 | 0.00 | — | 25,341 | D | ↗ |
| 2025-05-21 | Aboelnaga Mona | Director | A-Award | A | Common Stock | 2,217 | 0.00 | — | 14,216 | D | ↗ |
| 2025-05-21 | ATWELL WILLIAM L | Director | A-Award | A | Common Stock | 2,217 | 0.00 | — | 47,738 | D | ↗ |
| 2025-05-14 | GRIFFIN JAMES MI | Officer | S-Sale | D | Common Stock | 1,502 | 53.20 | 79.9K | 15,428 | D | ↗ |
| 2025-05-12 | BLEY DANIEL | Officer | S-Sale | D | Common Stock | 1,200 | 53.08 | 63.7K | 19,117 | D | ↗ |
| 2025-05-05 | BLEY DANIEL | Officer | S-Sale | D | Common Stock | 100 | 49.98 | 5.0K | 20,552 | D | ↗ |
| 2025-04-29 | BLEY DANIEL | Officer | S-Sale | D | Common Stock | 1,800 | 47.84 | 86.1K | 21,517 | D | ↗ |
| 2025-03-03 | Weidner Marissa | Officer | A-Award | A | Common Stock | 3,264 | 0.00 | — | 13,830 | D | ↗ |
| 2025-03-03 | Wang Albert Jen-Wen | Officer | F-InKind | D | Common Stock | 657 | 56.32 | 37.0K | 19,894 | D | ↗ |
| 2025-03-03 | WILKINS CHARLES L | Officer | A-Award | A | Common Stock | 6,428 | 0.00 | — | 44,124 | D | ↗ |
| 2025-03-03 | SOTO JASON A. | Officer | A-Award | A | Common Stock | 4,333 | 0.00 | — | 28,736 | D | ↗ |
| 2025-03-03 | NAFDE VIKRAM A. | Officer | A-Award | A | Common Stock | 3,512 | 0.00 | — | 19,543 | D | ↗ |
| 2025-03-03 | Massiani Luis | Officer | F-InKind | D | Common Stock | 6,660 | 56.32 | 375.1K | 113,324 | D | ↗ |
| 2025-03-03 | MOTL CHRISTOPHER J | Officer | A-Award | A | Common Stock | 10,581 | 0.00 | — | 70,343 | D | ↗ |
| 2025-03-03 | KRYNICK BENJAMIN L. | Officer | F-InKind | D | Common Stock | 1,035 | 56.32 | 58.3K | 8,607 | D | ↗ |
| 2025-03-03 | HOLLAND WILLIAM NEAL | Officer | A-Award | A | Common Stock | 9,027 | 0.00 | — | 24,741 | D | ↗ |
| 2025-03-03 | GRIFFIN JAMES MI | Officer | A-Award | A | Common Stock | 5,284 | 0.00 | — | 20,245 | D | ↗ |
| 2025-03-03 | Evans Javier L. | Officer | F-InKind | D | Common Stock | 3,058 | 56.32 | 172.2K | 29,576 | D | ↗ |
| 2025-03-03 | CIULLA JOHN R | Director / Officer | A-Award | A | Common Stock | 32,825 | 0.00 | — | 274,558 | D | ↗ |
| 2025-03-03 | CIESLIK ELZBIETA | Officer | F-InKind | D | Common Stock | 1,607 | 56.32 | 90.5K | 18,924 | D | ↗ |
| 2025-03-03 | Berner Kristy | Officer | A-Award | A | Common Stock | 3,864 | 0.00 | — | 19,416 | D | ↗ |
| 2025-03-03 | BLEY DANIEL | Officer | A-Award | A | Common Stock | 3,864 | 0.00 | — | 20,643 | D | ↗ |
| 2025-02-20 | CIULLA JOHN R | Director / Officer | S-Sale | D | Common Stock | 8,000 | 57.43 | 459.4K | 210,051 | D | ↗ |
| 2025-02-19 | MORSE LAURENCE C | Director | S-Sale | D | Common Stock | 13,217 | 59.07 | 780.7K | 18,808 | I | ↗ |
| 2025-02-11 | Pettie Mark | Director | G-Gift | D | Common Stock | 300 | 0.00 | — | 32,180 | D | ↗ |
| 2025-02-03 | Massiani Luis | Officer | F-InKind | D | Common Stock | 7,500 | 60.24 | 451.8K | 99,088 | D | ↗ |
| 2025-02-03 | MOTL CHRISTOPHER J | Officer | A-Award | A | Common Stock | 4,170 | 0.00 | — | 53,661 | D | ↗ |
| 2025-02-03 | CIULLA JOHN R | Director / Officer | F-InKind | D | Common Stock | 11,297 | 60.24 | 680.5K | 218,051 | D | ↗ |
| 2025-01-23 | States Lauren | Director | G-Gift | D | Common Stock | 420 | 0.00 | — | 14,603 | D | ↗ |
| 2024-12-03 | BLEY DANIEL | Officer | G-Gift | D | Common Stock | 500 | 0.00 | — | 16,779 | D | ↗ |
| 2024-11-29 | BLEY DANIEL | Officer | S-Sale | D | Common Stock | 500 | 61.91 | 31.0K | 17,279 | D | ↗ |
| 2024-11-26 | GRIFFIN JAMES MI | Officer | S-Sale | D | Common Stock | 468 | 62.20 | 29.1K | 12,415 | D | ↗ |
| 2024-11-20 | CIULLA JOHN R | Officer | G-Gift | D | Common Stock | 425 | 0.00 | — | 228,624 | D | ↗ |
| 2024-11-19 | WILKINS CHARLES L | Officer | S-Sale | D | Common Stock | 5,000 | 59.50 | 297.5K | 33,657 | D | ↗ |
| 2024-11-18 | States Lauren | Director | S-Sale | D | Common Stock | 1,650 | 60.61 | 100.0K | 15,023 | D | ↗ |
| 2024-11-06 | MOTL CHRISTOPHER J | Officer | S-Sale | D | Common Stock | 6,000 | 55.95 | 335.7K | 49,491 | D | ↗ |
| 2024-11-06 | GRIFFIN JAMES MI | Officer | S-Sale | D | Common Stock | 2,557 | 57.79 | 147.8K | 12,883 | D | ↗ |
| 2024-11-06 | Evans Javier L. | Officer | S-Sale | D | Common Stock | 10,137 | 57.41 | 582.0K | 22,657 | D | ↗ |
| 2024-11-06 | BLEY DANIEL | Officer | S-Sale | D | Common Stock | 1,750 | 59.78 | 104.6K | 17,779 | D | ↗ |
| 2024-10-24 | States Lauren | Director | G-Gift | D | Common Stock | 250 | 0.00 | — | 16,673 | D | ↗ |
| 2024-10-22 | Pettie Mark | Director | S-Sale | D | Common Stock | 4,500 | 51.14 | 230.1K | 32,780 | D | ↗ |
| 2024-10-21 | Wang Albert Jen-Wen | Officer | S-Sale | D | Common Stock | 4,000 | 52.43 | 209.7K | 14,273 | D | ↗ |
| 2024-10-21 | BLEY DANIEL | Officer | S-Sale | D | Common Stock | 3,463 | 52.11 | 180.4K | 19,529 | D | ↗ |
| 2024-09-26 | Berner Kristy | Officer | F-InKind | D | Common Stock | 1,273 | 45.46 | 57.9K | 15,552 | D | ↗ |
| 2024-09-19 | CIULLA JOHN R | Officer | S-Sale | D | Common Stock | 2,416 | 48.12 | 116.3K | 229,049 | D | ↗ |
| 2024-09-18 | CIULLA JOHN R | Officer | S-Sale | D | Common Stock | 5,584 | 48.01 | 268.1K | 231,465 | D | ↗ |
| 2024-09-11 | MORSE LAURENCE C | Director | S-Sale | D | Common Stock | 8,175 | 43.98 | 359.5K | 32,025 | — | ↗ |
| 2024-09-09 | WILKINS CHARLES L | Officer | S-Sale | D | Common Stock | 6,300 | 44.85 | 282.6K | 38,857 | — | ↗ |
| 2024-08-08 | MacInnes Glenn I | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-07-26 | WILKINS CHARLES L | Officer | S-Sale | D | Common Stock | 5,000 | 49.07 | 245.4K | 45,157 | — | ↗ |
| 2024-07-26 | BLEY DANIEL | Officer | S-Sale | D | Common Stock | 3,000 | 48.99 | 147.0K | 22,992 | — | ↗ |
| 2024-07-25 | HOLLAND WILLIAM NEAL | Officer | A-Award | A | Common Stock | 15,714 | 0.00 | — | 15,714 | — | ↗ |
| 2024-07-24 | SOTO JASON A. | Officer | S-Sale | D | Common Stock | 1,650 | 46.32 | 76.4K | 20,539 | — | ↗ |
| 2024-07-15 | Haas William David | Director | A-Award | A | Common Stock | 2,048 | 0.00 | — | 2,448 | — | ↗ |
| 2024-07-15 | HOLLAND WILLIAM NEAL | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-07-15 | CIULLA JOHN R | Officer | S-Sale | D | Common Stock | 8,000 | 48.04 | 384.3K | 237,049 | — | ↗ |
| 2024-07-02 | Wang Albert Jen-Wen | Officer | A-Award | D | Common Stock | 3,590 | 0.00 | — | 18,273 | — | ↗ |
| 2024-06-04 | BLEY DANIEL | Officer | S-Sale | D | Common Stock | 498 | 42.11 | 21.0K | 25,992 | — | ↗ |
| 2024-05-07 | Whiston William E. | Director | S-Sale | D | Common Stock | 4,000 | 46.28 | 185.1K | 9,666 | — | ↗ |
| 2024-05-06 | Wang Albert Jen-Wen | Officer | F-InKind | D | Common Stock | 503 | 44.92 | 22.6K | 14,784 | — | ↗ |
| 2024-05-06 | WILKINS CHARLES L | Officer | F-InKind | D | Common Stock | 2,481 | 44.92 | 111.4K | 50,654 | — | ↗ |
| 2024-05-06 | SOTO JASON A. | Officer | F-InKind | D | Common Stock | 151 | 44.92 | 6.8K | 22,189 | — | ↗ |
| 2024-05-06 | NAFDE VIKRAM A. | Officer | F-InKind | D | Common Stock | 971 | 44.92 | 43.6K | 15,536 | — | ↗ |
| 2024-05-06 | MacInnes Glenn I | Officer | F-InKind | D | Common Stock | 3,629 | 44.92 | 163.0K | 168,093 | — | ↗ |
| 2024-05-06 | MOTL CHRISTOPHER J | Officer | F-InKind | D | Common Stock | 694 | 44.92 | 31.2K | 55,491 | — | ↗ |
| 2024-05-06 | KRYNICK BENJAMIN L. | Officer | F-InKind | D | Common Stock | 264 | 44.92 | 11.9K | 7,450 | — | ↗ |
| 2024-05-06 | CIULLA JOHN R | Director / Officer | F-InKind | D | Common Stock | 2,224 | 44.92 | 99.9K | 245,049 | — | ↗ |
| 2024-05-06 | CIESLIK ELZBIETA | Officer | F-InKind | D | Common Stock | 672 | 44.92 | 30.2K | 15,295 | — | ↗ |
| 2024-05-06 | BLEY DANIEL | Officer | F-InKind | D | Common Stock | 1,835 | 44.92 | 82.4K | 26,858 | — | ↗ |
| 2024-05-01 | BLEY DANIEL | Officer | S-Sale | D | Common Stock | 2,280 | 44.80 | 102.1K | 28,693 | — | ↗ |
| 2024-04-24 | Whiston William E. | Director | A-Award | A | Common Stock | 2,499 | 0.00 | — | 9,149 | — | ↗ |
| 2024-04-24 | States Lauren | Director | A-Award | A | Common Stock | 2,499 | 0.00 | — | 16,923 | — | ↗ |
| 2024-04-24 | Pettie Mark | Director | A-Award | A | Common Stock | 2,499 | 0.00 | — | 37,280 | — | ↗ |
| 2024-04-24 | O'Toole Richard L. | Director | A-Award | A | Common Stock | 2,499 | 0.00 | — | 34,976 | — | ↗ |
| 2024-04-24 | Mitchell Maureen | Director | A-Award | A | Common Stock | 2,499 | 0.00 | — | 13,259 | — | ↗ |
| 2024-04-24 | MORSE LAURENCE C | Director | A-Award | A | Common Stock | 2,499 | 0.00 | — | 44,412 | — | ↗ |
| 2024-04-24 | HAYLES CAROL | Director | A-Award | A | Common Stock | 2,499 | 0.00 | — | 15,013 | — | ↗ |
| 2024-04-24 | Cahill John P. | Director | A-Award | A | Common Stock | 2,499 | 0.00 | — | 22,849 | — | ↗ |
| 2024-04-24 | Aboelnaga Mona | Director | A-Award | A | Common Stock | 2,499 | 0.00 | — | 11,866 | — | ↗ |
| 2024-04-24 | ATWELL WILLIAM L | Director | A-Award | A | Common Stock | 2,499 | 0.00 | — | 45,521 | — | ↗ |
| 2024-03-11 | MOTL CHRISTOPHER J | Officer | S-Sale | D | Common Stock | 13,881 | 49.00 | 680.2K | 59,647 | — | ↗ |
| 2024-03-11 | GRIFFIN JAMES MI | Officer | S-Sale | D | Common Stock | 1,200 | 48.48 | 58.2K | 15,440 | — | ↗ |
| 2024-03-05 | SOTO JASON A. | Officer | S-Sale | D | Common Stock | 200 | 48.16 | 9.6K | 23,798 | — | ↗ |
| 2024-03-01 | Weidner Marissa | Officer | A-Award | A | Common Stock | 2,535 | 0.00 | — | 9,034 | — | ↗ |
| 2024-03-01 | Wang Albert Jen-Wen | Officer | A-Award | A | Common Stock | 5,198 | 0.00 | — | 15,841 | — | ↗ |
| 2024-03-01 | WILKINS CHARLES L | Officer | F-InKind | D | Common Stock | 557 | 47.64 | 26.5K | 53,135 | — | ↗ |
| 2024-03-01 | SOTO JASON A. | Officer | F-InKind | D | Common Stock | 504 | 47.64 | 24.0K | 23,998 | — | ↗ |
| 2024-03-01 | NAFDE VIKRAM A. | Officer | F-InKind | D | Common Stock | 370 | 47.64 | 17.6K | 16,507 | — | ↗ |
| 2024-03-01 | Massiani Luis | Officer | A-Award | A | Common Stock | 18,044 | 0.00 | — | 103,923 | — | ↗ |
| 2024-03-01 | MacInnes Glenn I | Officer | A-Award | A | Common Stock | 8,316 | 0.00 | — | 173,592 | — | ↗ |
| 2024-03-01 | MOTL CHRISTOPHER J | Officer | A-Award | A | Common Stock | 12,846 | 0.00 | — | 75,642 | — | ↗ |
| 2024-03-01 | KRYNICK BENJAMIN L. | Officer | A-Award | A | Common Stock | 2,377 | 0.00 | — | 8,324 | — | ↗ |
| 2024-03-01 | GRIFFIN JAMES MI | Officer | F-InKind | D | Common Stock | 514 | 47.64 | 24.5K | 16,641 | — | ↗ |
| 2024-03-01 | Evans Javier L. | Officer | F-InKind | D | Common Stock | 568 | 47.64 | 27.1K | 32,794 | — | ↗ |
| 2024-03-01 | CIULLA JOHN R | Director / Officer | A-Award | A | Common Stock | 27,889 | 0.00 | — | 265,545 | — | ↗ |
| 2024-03-01 | CIESLIK ELZBIETA | Officer | A-Award | A | Common Stock | 2,535 | 0.00 | — | 16,658 | — | ↗ |
| 2024-03-01 | Berner Kristy | Officer | A-Award | A | Common Stock | 4,648 | 0.00 | — | 16,825 | — | ↗ |
| 2024-03-01 | BLEY DANIEL | Officer | A-Award | A | Common Stock | 4,648 | 0.00 | — | 32,143 | — | ↗ |
| 2024-02-29 | BLEY DANIEL | Officer | G-Gift | D | Common Stock | 460 | 0.00 | — | 27,495 | — | ↗ |
| 2024-02-28 | SOTO JASON A. | Officer | S-Sale | D | Common Stock | 2,100 | 47.47 | 99.7K | 20,356 | — | ↗ |
| 2024-02-08 | Weidner Marissa | Officer | F-InKind | D | Common Stock | 361 | 45.43 | 16.4K | 6,499 | — | ↗ |
| 2024-02-08 | Massiani Luis | Officer | F-InKind | D | Common Stock | 2,223 | 45.43 | 101.0K | 85,879 | — | ↗ |
| 2024-02-08 | GRIFFIN JAMES MI | Officer | F-InKind | D | Common Stock | 374 | 45.43 | 17.0K | 13,297 | — | ↗ |
| 2024-02-08 | Evans Javier L. | Officer | F-InKind | D | Common Stock | 409 | 45.43 | 18.6K | 29,354 | — | ↗ |
| 2024-02-01 | Weidner Marissa | Officer | — | D | Common Stock | 0 | 0.00 | — | 6,860 | — | ↗ |
| 2024-02-01 | SOTO JASON A. | Officer | — | D | Common Stock | 0 | 0.00 | — | 22,456 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2023 | John R. Ciulla Chairman and Chief Executive Officer | 1.10M | — | 5.24M | — | 1.03M | 359.6K | 7.73M | 67.78% | ↗ |
| 2 | 2023 | Jack L. Kopnisky Executive Chairman | 1.10M | 2.00M | 3.31M | — | 1.03M | 66.9K | 7.51M | 44.07% | ↗ |
| 3 | 2023 | Luis R. Massiani President and Chief Operating Officer | 790.4K | — | 1.50M | — | 750.0K | 141.1K | 3.18M | 47.21% | ↗ |
| 4 | 2023 | Christopher J. Motl President of Commercial Banking | 771.2K | — | 977.2K | — | 750.0K | 164.9K | 2.66M | 36.69% | ↗ |
| 5 | 2023 | Glenn I. MacInnes Chief Financial Officer | 612.1K | — | 902.1K | — | 507.4K | 112.3K | 2.13M | 42.28% | ↗ |
| 6 | 2022 | John R. Ciulla President and Chief Executive Officer | 1.09M | — | 4.82M | — | 1.69M | 475.5K | 8.08M | 59.73% | ↗ |
| 7 | 2022 | John R. Ciulla Chairman and Chief Executive Officer | 1.09M | — | 4.82M | — | 1.69M | 475.5K | 8.08M | 59.73% | ↗ |
| 8 | 2022 | Jack L. Kopnisky Executive Chairman | 1.00M | 1.00M | 3.15M | — | 1.72M | 41.6K | 6.92M | 45.59% | ↗ |
| 9 | 2022 | Luis R. Massiani Chief Operating Officer | 703.6K | — | 4.44M | — | 907.5K | 114.2K | 6.17M | 72.02% | ↗ |
| 10 | 2022 | Luis R. Massiani President and Chief Operating Officer | 703.6K | — | 4.44M | — | 907.5K | 114.2K | 6.17M | 72.02% | ↗ |
| 11 | 2022 | Christopher J. Motl President of Commercial Banking | 616.9K | — | 3.02M | — | 950.0K | 183.8K | 4.77M | 63.31% | ↗ |
| 12 | 2022 | Glenn I. MacInnes Chief Financial Officer | 590.8K | — | 1.86M | — | 750.0K | 156.9K | 3.36M | 55.43% | ↗ |
| 13 | 2021 | John R. Ciulla Chairman and Chief Executive Officer | 1.00M | — | 1.99M | — | 1.50M | 235.9K | 4.72M | 42.05% | ↗ |
| 14 | 2021 | John R. Ciulla President and Chief Executive Officer | 1.00M | — | 1.99M | — | 1.50M | 235.9K | 4.72M | 42.05% | ↗ |
| 15 | 2021 | Christopher J. Motl President of Commercial Banking | 515.0K | — | 618.9K | — | 726.4K | 112.6K | 1.97M | 31.37% | ↗ |
| 16 | 2021 | Glenn I. MacInnes Chief Financial Officer | 520.0K | — | 652.1K | — | 568.8K | 91.9K | 1.83M | 35.58% | ↗ |
| 17 | 2021 | 2021 Components of Total Direct Compensation at Target Name and Principal Position | 2.0K | — | — | — | 2.0K | — | 2.0K | 0.00% | ↗ |
| 18 | 2020 | John R. Ciulla President and Chief Executive Officer | 995.2K | — | 1.51M | — | 750.0K | 232.9K | 3.49M | 43.29% | ↗ |
| 19 | 2020 | Christopher J. Motl President of Commercial Banking | 510.2K | — | 652.3K | — | 452.4K | 117.6K | 1.73M | 37.65% | ↗ |
| 20 | 2020 | Glenn I. MacInnes Chief Financial Officer | 516.2K | — | 516.2K | — | 337.0K | 97.9K | 1.47M | 35.18% | ↗ |
| 21 | 2016 | 2016 Components of Total Direct Compensation at Target Name and Principal Position | 2.0K | — | — | — | 2.0K | — | 2.0K | 0.00% | ↗ |
| 22 | 2014 | James C. Smith Chairman & Chief Executive Officer | 882.4K | — | 1.63M | — | 861.5K | 1.79M | 5.16M | 31.53% | ↗ |
| 23 | 2014 | Joseph J. Savage President | 453.3K | — | 399.8K | — | 295.6K | 170.0K | 1.32M | 30.32% | ↗ |
| 24 | 2014 | Glenn I. MacInnes Executive Vice President, Chief Financial Officer | 453.3K | — | 399.8K | — | 295.6K | 43.3K | 1.19M | 33.54% | ↗ |
| 25 | 2014 | John R. Ciulla Executive Vice President, Commercial Lending | 363.5K | — | 280.9K | — | 290.0K | 75.3K | 1.01M | 27.82% | ↗ |
| 26 | 2014 | Nitin J. Mhatre Executive Vice President, Community Banking | 358.5K | — | 266.1K | — | 210.6K | 34.6K | 869.9K | 30.60% | ↗ |
| 27 | 2013 | James C. Smith Chairman & Chief Executive Officer | 879.8K | — | 1.14M | 1.39M | 792.0K | 709.4K | 4.91M | 51.46% | ↗ |
| 28 | 2013 | Joseph J. Savage President | 380.0K | — | 214.5K | 260.8K | 271.0K | 96.1K | 1.22M | 38.88% | ↗ |
| 29 | 2013 | Glenn I. MacInnes Executive Vice President, Chief Financial Officer | 400.0K | — | 245.0K | 297.8K | 225.0K | 54.3K | 1.22M | 44.42% | ↗ |
| 30 | 2013 | John R. Ciulla Executive Vice President, Commercial Lending | 310.7K | — | 140.0K | 170.2K | 241.1K | 58.5K | 920.6K | 33.69% | ↗ |
| 31 | 2013 | Nitin J. Mhatre Executive Vice President, Community Banking | 300.0K | — | 144.6K | 175.8K | 166.0K | 44.5K | 830.9K | 38.56% | ↗ |
| 32 | 2013 | Nitin J. Mhatre EVP, Community Banking Gerald P. Plush Former President and COO | — | — | — | — | — | — | — | — | ↗ |
| 33 | 2012 | James C. Smith Chairman & Chief Executive Officer | 879.8K | — | 1.07M | 1.32M | 1.06M | 1.46M | 5.78M | 41.28% | ↗ |
| 34 | 2012 | Glenn I. MacInnes Executive Vice President, Chief Financial Officer | 400.0K | — | 230.5K | 283.0K | 301.0K | 20.1K | 1.23M | 41.59% | ↗ |
| 35 | 2012 | Joseph J. Savage President | 330.5K | — | 203.5K | 249.8K | 291.5K | 131.7K | 1.21M | 37.56% | ↗ |
| 36 | 2012 | John R. Ciulla Executive Vice President, Commercial Lending | 306.0K | — | 131.7K | 161.7K | 240.6K | 72.5K | 912.5K | 32.15% | ↗ |
| 37 | 2012 | Nitin J. Mhatre Executive Vice President, Community Banking | 252.5K | — | 186.4K | 166.7K | 200.3K | 29.2K | 835.1K | 42.29% | ↗ |
| 38 | 2012 | Jeffrey N. Brown Former Executive Vice President, Human Resources, Marketing and Communications | — | — | — | — | — | — | — | — | ↗ |
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| John R. Ciulla | Chairman & Chief Executive Officer | 4M | male |
| Luis Massiani | President & Chief Operating Officer | 3M | male |
| Christopher J. Motl | President of Commercial Banking | 2M | male |
| William Holland | Chief Financial Officer & Executive Vice President | 2M | male |
| Kristy Berner | Executive Vice President, General Counsel and Corporate Secretary | 1M | female |
| Charles L. Wilkins | Head of HSA Bank | 1M | male |
| Javier L. Evans | Executive Vice President & Chief Human Resources Officer | — | male |
| Elzbieta Cieslik | Chief Audit Officer | — | female |
| Kristen Antonopoulos | Chief Accounting Officer | — | female |
| Marissa Weidner | Executive VP & Chief Corporate Responsibility Officer | — | female |
| Vikram Nafde | Chief Information Officer | — | male |
| Emlen Briggs Harmon | Senior MD & Director of Investor Relations | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-03-11 | 2025-04-15 | Julie Johnson | TX32 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2023-04-10 | 2023-05-08 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2023-04-10 | 2023-05-19 | Daniel Goldman | NY10 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2023-03-14 | 2023-04-07 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-05-10 | 2022-06-10 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-04-21 | 2022-05-06 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2020-10-29 | 2020-11-05 | Gilbert Cisneros | CA31 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-10-23 | 2020-11-05 | Josh Gottheimer | NJ05 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-10-16 | 2020-11-05 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2020-09-15 | 2020-10-13 | Josh Gottheimer | NJ05 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-03-31 | 2020-04-16 | Gilbert Cisneros | CA31 | -- | Sale (Partial) | $1,001 - $15,000 | ↗ |
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Community Opinion for WBS
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.

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