Ames National Corp
ATLOFinancial·Banks - Regional·USA·Small·NASD·Nov 11 • 3:13 PM ET
34.09+0.02 (0.06%)
2026-11-11 21:14 CET
Market cap
301.77 USD m
Revenue, TTM
- USD m
Net income, TTM
25.45 USD m
Free cash flow, TTM
22.33 USD m
EPS diluted, TTM
2.87
P/E
11.87
Price
ATLO against its 20, 50 and 200-day averages2050200beat
3.8% under the 52-week high of 35.45 on 5 Nov 2026. 52-week low 20.51 on 18 Nov 2025. Last 15 sessions, 10.8% high to low
Volume 0.20× normal · the line is the 50-bar volume average
Profile
ATLO52-week range, 91% of the way up
20.5135.45
Ames National Corp. is a bank holding company, which engages in the provision of banking services through its subsidiaries. Its activities include personal, business, agricultural and commercial lending, management of the investment securities portfolio, deposit account services, and wealth management services. The company was founded on January 21, 1975 and is headquartered in Ames, IA.
| Index | RUT |
|---|---|
| Employees | 260 |
| IPO | Mar 31, 2000 |
| Beta | 0.27 |
| ATR, 14d | 0.94 |
| Rel volume | 0.20 |
| Short float | 2.53% |
| Insider own | 2.00% |
| Inst own | 41.46% |
Snapshot
6 groupsValuation
| Index | RUT |
|---|---|
| Market Cap | 301.96M |
| Enterprise Value | - |
| Income | 25.45M |
| Sales | 104.16M |
| Book/sh | 23.23 |
| Cash/sh | - |
| Dividend Est. | - |
| Dividend TTM | 0.92 (2.70%) |
| Dividend Ex-Date | Sep 01, 2026 |
| Dividend Gr. 3/5Y | -17.79% -9.71% |
| Payout | 28.05% |
| Employees | 260 |
| IPO | Mar 31, 2000 |
Ratios
| P/E | 11.87 |
|---|---|
| Forward P/E | 11.52 |
| PEG | - |
| P/S | 2.90 |
| P/B | 1.47 |
| P/C | - |
| P/FCF | 13.52 |
| EV/EBITDA | - |
| EV/Sales | - |
| Quick Ratio | - |
| Current Ratio | 0.26 |
| Debt/Eq | 0.17 |
| LT Debt/Eq | 0.01 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 2.87 |
|---|---|
| EPS next Y | 2.96 |
| EPS next Q | 0.78 |
| EPS this Y | 37.75% |
| EPS next Y | 5.34% |
| EPS next 5Y | - |
| EPS past 3/5Y | 0.05% 0.75% |
| Sales past 3/5Y | 11.32% 5.96% |
| EPS Y/Y TTM | 59.77% |
| Sales Y/Y TTM | 8.44% |
| EPS Q/Q | 55.23% |
| Sales Q/Q | 11.11% |
| Earnings | Jul 20 |
| EPS/Sales Surpr. | 3.08% - |
Ownership
| Insider Own | 2.00% |
|---|---|
| Insider Trans | 1.18% |
| Inst Own | 41.46% |
| Inst Trans | 0.58% |
| ROA | 1.21% |
| ROE | 12.53% |
| ROIC | 12.28% |
| Gross Margin | - |
| Oper. Margin | 31.49% |
| Profit Margin | 24.44% |
| SMA20 | 1.57% |
| SMA50 | 4.51% |
| SMA200 | 14.25% |
| Trades | - |
Technical
| Shs Outstand | 8.86M |
|---|---|
| Shs Float | 8.68M |
| Short Float | 2.53% |
| Short Ratio | 8.23 |
| Short Interest | 0.22M |
| 52W High | 35.45 -3.83% |
| 52W Low | 20.51 66.22% |
| Volatility | 2.61% 2.96% |
| ATR (14) | 0.94 |
| RSI (14) | 57.66 |
| Beta | 0.27 |
| Rel Volume | 0.20 |
| Avg Volume | 26.74K |
| Volume | 4,847 |
Performance
| Perf Week | -2.32% |
|---|---|
| Perf Month | 6.87% |
| Perf Quarter | 7.27% |
| Perf Half Y | 22.90% |
| Perf YTD | 48.48% |
| Perf Year | 60.73% |
| Perf 3Y | 93.26% |
| Perf 5Y | 38.02% |
| Perf 10Y | 19.41% |
| Recom | 3.00 |
| Target Price | 34.00 |
| Prev Close | 34.07 |
| Price | 34.09 |
| Change % | 0.06% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| WTBA | West Bancorporation | 520.81M |
| QCRH | QCR Holding Inc | 1.69B |
| HWBK | Hawthorn Bancshares Inc | 288.01M |
| LARK | Landmark Bancorp Inc | 197.41M |
| CZWI | Citizens Community Bancorp Inc MD | 223.67M |
| ISBA | Isabella Bank Corp | 342.26M |
| SMBC | Southern Missouri Bancorp Inc | 778.04M |
| FBIZ | First Business Financial Services Inc | 622.99M |
| FMBH | First Mid Bancshares Inc | 1.37B |
| BFC | Bank First Corp | 1.66B |
Insider trading
latest 14 of 19| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Bauer Scott T | President of subsidiary bank | Nov 06 '26 | Buy | 33.75 | 88 | 2,970 | 4,101 | Nov 09 03:40 PM |
| Snodgrass Adam | President of subsidiary bank | Nov 03 '26 | Buy | 34.13 | 200 | 6,826 | 1,326 | Nov 04 12:32 PM |
| Cassabaum Michelle R | Director | Oct 30 '26 | Buy | 33.66 | 48 | 1,616 | 10,356 | Nov 02 04:11 PM |
| Baker Jeffery C | Director | Sep 09 '26 | Buy | 31.88 | 300 | 9,564 | 3,879 | Sep 10 11:04 AM |
| Cassabaum Michelle R | Director | Aug 31 '26 | Buy | 31.54 | 180 | 5,677 | 10,308 | Sep 01 12:53 PM |
| Beals Douglas W | Director | Aug 20 '26 | Buy | 31.16 | 325 | 10,127 | 3,275 | Aug 21 02:22 PM |
| Schreier Richard | President of subsidiary bank | Aug 14 '26 | Buy | 31.60 | 316 | 9,986 | 7,848 | Aug 17 02:43 PM |
| Cassabaum Michelle R | Director | Jul 31 '26 | Buy | 30.20 | 140 | 4,228 | 10,128 | Aug 03 11:54 AM |
| Cassabaum Michelle R | Director | May 29 '26 | Buy | 28.83 | 170 | 4,901 | 9,988 | May 29 02:23 PM |
| Hagan Patrick G | Director | May 15 '26 | Buy | 27.69 | 200 | 5,538 | 9,600 | May 15 12:04 PM |
| Hagan Patrick G | Director | May 12 '26 | Buy | 27.65 | 100 | 2,765 | 9,400 | May 12 10:39 AM |
| Cassabaum Michelle R | Director | Apr 30 '26 | Buy | 28.08 | 84 | 2,359 | 9,818 | Apr 30 04:02 PM |
| Cassabaum Michelle R | Director | Feb 27 '26 | Buy | 27.25 | 205 | 5,586 | 9,734 | Feb 27 04:38 PM |
| Cassabaum Michelle R | Director | Jan 30 '26 | Buy | 26.11 | 280 | 7,311 | 9,193 | Feb 02 04:43 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 687.42B |
| IWM | iShares Russell 2000 Index Fund | AUM: 77.38B |
| AVUV | Avantis U.S. Small Cap Value ETF | AUM: 32.39B |
| DFAT | U.S. Targeted Value Portfolio-ETF Class Shares | AUM: 14.47B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.47B |
| IWN | iShares Russell 2000 Value ETF | AUM: 14.10B |
| DFAS | U.S. Small Cap Portfolio-ETF Class Shares | AUM: 15.51B |
| VTWO | Vanguard Russell 2000 Index ETF | AUM: 16.75B |
| FDM | First Trust Dow Jones Select Microcap Index Fund | AUM: 267.52M |
| DFMC | U.S. Micro Cap Portfolio ETF Class Shares | AUM: 212.10M |
News
latest 14 of 200- Ames National: Q3 Earnings Snapshot (Associated Press)
- Ames National: Q4 Earnings Snapshot (Associated Press Finance)
- Ames National: Q3 Earnings Snapshot (Associated Press Finance)
- Ames National: Q2 Earnings Snapshot (Associated Press Finance)
- Ames National: Q1 Earnings Snapshot (Associated Press Finance)
- Ames National: Reducing The Earnings Estimate Following Tariff Announcements And Downgrading To Hold (Seeking Alpha)
- Ames National: Q4 Earnings Snapshot (Associated Press Finance)
- Ames National: Q2 Earnings Snapshot (Associated Press Finance)
- ATLO Stock Earnings: Ames National Reported Results for Q1 2024 (InvestorPlace)
- ATLO Stock Earnings: Ames National Reported Results for Q4 2023 (InvestorPlace)
- Ames National Corp (ATLO) Reports Decline in Year-End Earnings Amid Rising Interest Expenses (GuruFocus.com)
- 12 Best Micro-Cap Dividend Stocks To Buy Now (Insider Monkey) +7.22%
- 10 Stocks That Are About To Explode (Insider Monkey)
- Daily Vickers Top Insider Picks for 08/11/2023 (Argus Research)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q2 | 2026-07-20 | 0.670 | 0.650 | 0.670 | - | - | 1 |
| 2026Q1 | 2026-04-24 | 0.670 | 0.620 | 0.673 | - | - | 1 |
| 2025Q4 | 2026-01-22 | 0.630 | - | 0.735 | 18.68 | - | - |
| 2025Q3 | 2025-10-17 | - | - | 0.513 | 16.58 | - | - |
| 2025Q2 | 2025-07-18 | - | - | 0.507 | 16.11 | - | - |
| 2025Q1 | 2025-04-17 | - | - | 0.386 | 15.46 | - | - |
| 2024Q4 | 2025-01-24 | - | - | 0.393 | 14.75 | - | - |
| 2024Q3 | 2024-10-18 | - | - | 0.247 | 13.49 | - | - |
| 2024Q2 | 2024-07-19 | - | - | 0.243 | 13.49 | - | - |
| 2024Q1 | 2024-04-19 | - | - | 0.256 | 13.08 | - | - |
| 2023Q4 | 2024-01-19 | - | - | 0.238 | 13.25 | - | - |
| 2023Q3 | 2023-10-20 | - | - | 0.325 | 13.05 | - | - |
| 2023Q2 | 2023-07-21 | - | - | 0.284 | 13.62 | - | - |
| 2023Q1 | 2023-04-21 | - | - | 0.356 | 13.92 | - | - |
| 2022Q4 | 2023-01-20 | - | - | 0.491 | 15.26 | - | - |
| 2022Q3 | 2022-10-21 | - | - | 0.616 | 15.95 | - | - |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2010FY | 1.370 | 1.000 | 1.370 | 36.45 | 36.00 |
| 2025FY | 2.040 | - | 2.140 | - | - |
| 2026FY | - | 2.810 | - | - | - |
| 2027FY | - | 2.960 | - | - | - |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q3 | R | 2026-10-20 | 1 | 1 | 0 | 0.80 | 0.80 | 0.80 |
| 2026Q3 | R | 2026-10-18 | 1 | 0 | 0 | 0.68 | 0.68 | 0.68 |
| 2026Q3 | R | 2026-08-04 | 1 | 1 | 0 | 0.68 | 0.68 | 0.68 |
| 2026Q3 | R | 2026-07-20 | 1 | 0 | 0 | 0.66 | 0.66 | 0.66 |
| 2026Q3 | R | 2026-07-18 | 1 | 0 | 0 | 0.66 | 0.66 | 0.66 |
| 2026Q3 | R | 2026-05-04 | 1 | 0 | 1 | 0.66 | 0.66 | 0.66 |
| 2026Q3 | R | 2026-04-24 | 1 | 0 | 0 | 0.68 | 0.68 | 0.68 |
| 2026Q3 | R | 2026-04-14 | 1 | 0 | 0 | 0.68 | 0.68 | 0.68 |
| 2026Q3 | E | 2026-10-20 | 1 | 1 | 0 | 0.78 | 0.78 | 0.78 |
| 2026Q3 | E | 2026-10-18 | 1 | 0 | 0 | 0.68 | 0.68 | 0.68 |
| 2026Q3 | E | 2026-08-04 | 1 | 1 | 0 | 0.68 | 0.68 | 0.68 |
| 2026Q3 | E | 2026-07-20 | 1 | 0 | 0 | 0.66 | 0.66 | 0.66 |
| 2026Q3 | E | 2026-07-18 | 1 | 0 | 0 | 0.66 | 0.66 | 0.66 |
| 2026Q3 | E | 2026-05-04 | 1 | 0 | 1 | 0.66 | 0.66 | 0.66 |
Estimate history
| EPS, annual | 1.471 | 1.827 | 1.861 | 2.061 | 2.624 | 2.136 | 1.203 | 1.136 | 2.139 | 2.8727 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | 0.247 | 0.393 | 0.386 | 0.507 | 0.513 | 0.735 | 0.673 | 0.67 | 0.796 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Sales, annual | 53.79 | 57.628 | 64.807 | 73.561 | 71.019 | 71.24 | 83.516 | 92.444 | 98.263 | 104.16 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 23.125 | 23.877 | 23.665 | 24.126 | 24.387 | 26.085 | 25.001 | 25.98 | 27.096 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Shares, annual | 9.311 | 9.293 | 9.223 | 9.123 | 9.092 | 8.992 | 8.992 | 8.949 | 8.857 | 8.857 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 8.992 | 8.949 | 8.916 | 8.899 | 8.892 | 8.857 | 8.857 | 8.857 | 8.857 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
Income statement, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Interest Income | 91.76 | 87.09 | 82.61 | 74.30 | 61.55 | 60.48 | 62.94 | 56.18 | 49.73 |
| Total Interest Expense | 27.76 | 31.43 | 37.63 | 29.68 | 8.31 | 4.49 | 8.10 | 10.93 | 7.60 |
| Net Interest Income | 64.00 | 55.66 | 44.98 | 44.62 | 53.24 | 56.00 | 54.84 | 45.25 | 42.12 |
| Loan Loss Provision | -0.73 | 1.04 | 0.59 | 0.79 | -0.87 | -0.76 | 5.68 | 1.31 | 0.64 |
| Net Interest Income After Loan Loss Provision | 64.73 | 54.62 | 44.38 | 43.84 | 54.12 | 56.75 | 49.16 | 43.93 | 41.48 |
| Non-Interest Income | 12.40 | 11.17 | 9.84 | 9.21 | 9.69 | 10.54 | 10.62 | 8.63 | 7.90 |
| Non-Interest Expense | 44.33 | 41.93 | 41.98 | 40.16 | 38.64 | 36.62 | 36.55 | 31.52 | 27.97 |
| Operating Income | 32.80 | 23.87 | 12.24 | 12.89 | 25.16 | 30.67 | 23.23 | 21.04 | 21.42 |
| Unusual Expense | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Income Before Taxes | 32.80 | 23.87 | 12.24 | 12.89 | 25.16 | 30.67 | 23.23 | 21.04 | 21.42 |
| Income Taxes | 7.35 | 4.84 | 2.02 | 2.07 | 5.87 | 6.76 | 4.38 | 3.85 | 4.41 |
| Consolidated Net Income | 25.45 | 19.03 | 10.22 | 10.82 | 19.29 | 23.91 | 18.85 | 17.19 | 17.01 |
| Net Income From Continuing Operations | 25.45 | 19.03 | 10.22 | 10.82 | 19.29 | 23.91 | 18.85 | 17.19 | 17.01 |
| Net Income | 25.45 | 19.03 | 10.22 | 10.82 | 19.29 | 23.91 | 18.85 | 17.19 | 17.01 |
| EPS (Recurring) | 2.87 | 2.14 | 1.14 | 1.20 | 2.14 | 2.62 | 2.06 | 1.86 | 1.83 |
| EPS (Basic, Before Extraordinaries) | 2.87 | 2.14 | 1.14 | 1.20 | 2.14 | 2.62 | 2.06 | 1.86 | 1.83 |
| EPS (Diluted) | 2.87 | 2.14 | 1.14 | 1.20 | 2.14 | 2.62 | 2.06 | 1.86 | 1.83 |
| Non-Operating Income (Expense) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price To Earnings Ratio | 11.86 | 11.86 | 16.71 | 14.66 | 10.60 | 9.34 | 11.65 | 15.07 | 13.92 |
| Price To Sales Ratio | 2.67 | 2.08 | 1.60 | 2.30 | 2.99 | 3.14 | 2.99 | 4.00 | 4.11 |
| Operating Margin | 31.49 | 24.29 | 13.24 | 15.43 | 35.32 | 43.19 | 31.58 | 32.47 | 37.17 |
| Net Margin | 24.44 | 19.36 | 11.05 | 12.95 | 27.08 | 33.67 | 25.63 | 26.53 | 29.52 |
| Shares Outstanding | 8.86 | 8.86 | 8.95 | 8.99 | 8.99 | 9.09 | 9.12 | 9.22 | 9.29 |
| Market Capitalization | 301.77 | 301.77 | 147.74 | 191.89 | 212.31 | 222.67 | 219.13 | 258.80 | 236.68 |
Income statement, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 | 2024Q4 |
|---|---|---|---|---|---|---|---|---|
| Interest Income | 23.63 | 23.28 | 22.22 | 22.64 | 21.85 | 21.48 | 21.12 | 21.25 |
| Total Interest Expense | 6.68 | 6.90 | 6.79 | 7.41 | 7.80 | 8.02 | 8.20 | 9.13 |
| Net Interest Income | 16.96 | 16.38 | 15.43 | 15.23 | 14.05 | 13.47 | 12.91 | 12.12 |
| Loan Loss Provision | 0.07 | 0.21 | -0.35 | -0.66 | 0.63 | 0.11 | 0.96 | -0.13 |
| Net Interest Income After Loan Loss Provision | 16.89 | 16.17 | 15.78 | 15.89 | 13.42 | 13.36 | 11.95 | 12.25 |
| Non-Interest Income | 3.46 | 2.70 | 2.79 | 3.45 | 2.53 | 2.64 | 2.55 | 2.63 |
| Non-Interest Expense | 11.22 | 11.17 | 10.87 | 11.06 | 10.24 | 10.36 | 10.26 | 10.54 |
| Operating Income | 9.13 | 7.71 | 7.69 | 8.28 | 5.71 | 5.64 | 4.24 | 4.34 |
| Unusual Expense | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | - |
| Net Income Before Taxes | 9.13 | 7.71 | 7.69 | 8.28 | 5.71 | 5.64 | 4.24 | 4.34 |
| Income Taxes | 2.08 | 1.78 | 1.73 | 1.76 | 1.16 | 1.12 | 0.79 | 0.82 |
| Consolidated Net Income | 7.05 | 5.93 | 5.96 | 6.51 | 4.56 | 4.51 | 3.44 | 3.51 |
| Net Income From Continuing Operations | 7.05 | 5.93 | 5.96 | 6.51 | 4.56 | 4.51 | 3.44 | 3.51 |
| Net Income | 7.05 | 5.93 | 5.96 | 6.51 | 4.56 | 4.51 | 3.44 | 3.51 |
| EPS (Recurring) | 0.80 | 0.67 | 0.67 | 0.73 | 0.51 | 0.51 | 0.39 | 0.39 |
| EPS (Basic, Before Extraordinaries) | 0.80 | 0.67 | 0.67 | 0.73 | 0.51 | 0.51 | 0.39 | 0.39 |
| EPS (Diluted) | 0.80 | 0.67 | 0.67 | 0.73 | 0.51 | 0.51 | 0.39 | 0.39 |
| Non-Operating Income (Expense) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price To Earnings Ratio | 11.86 | 12.20 | 13.19 | 12.77 | 13.20 | 14.04 | 15.39 | 16.71 |
| Price To Sales Ratio | 2.67 | 2.59 | 2.51 | 2.07 | 1.87 | 1.67 | 1.67 | 1.59 |
| Operating Margin | 33.69 | 29.67 | 30.76 | 31.73 | 23.43 | 23.36 | 17.90 | 18.17 |
| Net Margin | 26.01 | 22.83 | 23.84 | 24.97 | 18.69 | 18.70 | 14.55 | 14.71 |
| Shares Outstanding | 8.86 | 8.86 | 8.86 | 8.86 | 8.89 | 8.90 | 8.92 | 8.95 |
| Market Capitalization | 301.77 | 262.26 | 249.95 | 204.16 | 179.93 | 158.79 | 156.20 | 147.74 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Due from Banks | 20.48 | 19.52 | 24.11 | 20.82 | 19.59 | 24.82 | 34.62 | 30.38 | 26.40 |
| Investments | 771.89 | 741.60 | 780.72 | 812.94 | 920.89 | 768.47 | 594.71 | 488.62 | 541.36 |
| Net Loans | 1,280.22 | 1,303.92 | 1,277.81 | 1,226.01 | 1,144.11 | 1,129.51 | 1,048.15 | 890.46 | 771.55 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Customer Liability on Acceptances | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Real Estate Assets | 0.20 | - | - | - | - | 0.22 | 4.00 | 0.83 | 0.39 |
| Net Property, Plant & Equipment | 20.92 | 21.57 | 22.55 | 18.89 | 17.51 | 17.34 | 17.81 | 15.81 | 15.40 |
| Interest Receivables | 14.07 | 13.86 | 12.95 | 11.28 | 10.12 | 11.14 | 11.79 | 9.42 | 8.38 |
| Deferred Tax Assets | 11.97 | 18.28 | 20.51 | 25.13 | 5.68 | 5.82 | 4.63 | 5.83 | 4.03 |
| Other Intangible Assets | 18.26 | 18.65 | 20.84 | 22.86 | 22.90 | 24.15 | 24.96 | 16.31 | 9.04 |
| Total Assets | 2,138.02 | 2,137.40 | 2,159.50 | 2,137.93 | 2,140.80 | 1,981.46 | 1,740.66 | 1,457.67 | 1,376.55 |
| Total Deposits | 1,854.67 | 1,846.68 | 1,811.83 | 1,897.96 | 1,878.02 | 1,716.45 | 1,493.18 | 1,221.08 | 1,134.39 |
| Total Debt | 60.15 | 99.36 | 164.58 | 79.80 | 42.85 | 40.29 | 47.03 | 55.27 | 63.92 |
| Long Term Debt | 21.35 | 46.95 | 110.59 | 39.12 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | 4.48 | 4.22 | 4.02 | 3.00 | 3.75 | 7.55 | 3.48 | 1.98 | 1.49 |
| Other Liabilities | 10.83 | 12.43 | 13.28 | 8.07 | 8.39 | 7.69 | 9.39 | 6.46 | 5.99 |
| Total Liabilities | 1,930.12 | 1,962.69 | 1,993.71 | 1,988.83 | 1,933.02 | 1,771.98 | 1,553.08 | 1,284.80 | 1,205.80 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 207.89 | 174.71 | 165.79 | 149.10 | 207.78 | 209.49 | 187.58 | 172.87 | 170.75 |
| Total Shareholders Equity | 207.89 | 174.71 | 165.79 | 149.10 | 207.78 | 209.49 | 187.58 | 172.87 | 170.75 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 207.89 | 174.71 | 165.79 | 149.10 | 207.78 | 209.49 | 187.58 | 172.87 | 170.75 |
| Total Liabilities & Stockholders Equity | 2,138.02 | 2,137.40 | 2,159.50 | 2,137.93 | 2,140.80 | 1,981.46 | 1,740.66 | 1,457.67 | 1,376.55 |
| Book Value Per Share | 23.47 | 19.52 | 18.44 | 16.58 | 22.85 | 22.96 | 20.34 | 18.60 | 18.34 |
| Tangible Book Value Per Share | 21.98 | 18.01 | 16.90 | 14.98 | 21.21 | 21.26 | 18.60 | 17.26 | 17.50 |
| Tier 1 Capital | 214.26 | 201.75 | 200.19 | 199.07 | 191.16 | - | 165.18 | 165.18 | 164.47 |
| Tier 2 Capital | - | 18.00 | 17.86 | 16.73 | 17.32 | - | 12.22 | 12.22 | 11.84 |
| Full-Time Employees | 260 | 268 | 273 | 270 | 281 | 280 | 282 | 245 | 221 |
| Price to Book Ratio | 1.47 | 0.81 | 1.31 | 1.55 | 1.07 | 1.05 | 1.38 | 1.37 | 1.48 |
| Return on Assets | 0.89 | 0.48 | 0.50 | 0.90 | 1.16 | 1.01 | 1.08 | 1.20 | 1.00 |
| Return on Equity | 9.95 | 6.00 | 6.87 | 10.81 | 11.46 | 9.49 | 9.54 | 9.90 | 8.16 |
| Return on Invested Capital | 8.30 | 4.61 | 3.91 | 10.25 | 11.35 | 8.87 | 9.02 | 9.73 | 7.93 |
| Current Ratio | 0.11 | 0.09 | 0.06 | 0.04 | 0.10 | 0.22 | 0.21 | 0.10 | 0.13 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 24.54 | 21.71 | 13.95 | 16.33 | 24.31 | 30.54 | 28.20 | 19.56 | 20.52 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -0.15 | -0.37 | 0.34 | 2.87 | -3.08 | -0.01 | 1.51 | 0.62 | 0.19 |
| Cash from Operating Activities | 24.39 | 21.34 | 14.30 | 19.21 | 21.23 | 30.54 | 29.71 | 20.18 | 20.71 |
| Capital Expenditures | -2.06 | -0.64 | -0.30 | -4.89 | -2.86 | -1.87 | -1.25 | -0.78 | -0.63 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -0.31 | -19.14 | -13.44 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -30.81 | 23.38 | 97.10 | 69.57 | -45.19 | -254.00 | -99.19 | 27.96 | 46.75 |
| Purchase of Investments | -171.98 | -119.13 | -15.34 | -6.42 | -141.31 | -375.40 | -238.17 | -82.39 | -25.98 |
| Sale Or Maturity of Investments | 141.18 | 142.50 | 112.44 | 75.99 | 96.13 | 121.40 | 138.98 | 110.35 | 72.73 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -0.07 | -0.52 | -4.61 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.50 | 1.14 |
| Cash from Investing Activities | -16.79 | 44.21 | 71.98 | 19.06 | -127.38 | -268.64 | -245.34 | -78.96 | 8.64 |
| Cash Dividends Paid | -8.15 | -7.11 | -9.08 | -9.71 | -9.68 | -9.39 | -9.07 | -8.78 | -10.80 |
| Change in Capital Stock | -0.73 | -1.68 | -0.70 | 0.00 | -2.30 | -0.71 | -1.99 | -1.81 | -0.45 |
| Repurchase of Common Pref Stock | -0.73 | -1.68 | -0.70 | 0.00 | -2.30 | -0.71 | -1.99 | -1.81 | -0.45 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | -29.36 | -39.21 | -65.22 | 84.79 | 36.95 | 2.56 | -6.74 | -9.99 | -17.65 |
| Change in Long Term Debt | -19.05 | -19.60 | -45.64 | 82.89 | 0.70 | 0.00 | -2.00 | -12.60 | -24.50 |
| Issuance of Long Term Debt | 0.00 | 2.80 | 131.45 | 269.85 | 4.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Reduction of Long Term Debt | -19.05 | -22.40 | -177.09 | -186.96 | -3.30 | 0.00 | -2.00 | -12.60 | -24.50 |
| Net Financing Active Other Cash Flow | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Financing Activities Uses | - | - | - | - | - | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Financing Activities | -40.56 | -40.02 | -40.15 | -11.05 | 44.91 | 154.13 | 205.83 | 63.01 | -25.35 |
| Net Change in Cash | -32.95 | 25.53 | 46.13 | 27.22 | -61.24 | -83.97 | -9.80 | 4.23 | 3.99 |
| Free Cash Flow | 22.33 | 20.70 | 14.00 | 14.31 | 18.37 | 28.66 | 28.46 | 19.40 | 20.09 |
| Preferred Dividends (Cash Flow) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price to Free Cash Flow | 19.60 | 15.03 | 30.03 | 41.71 | 24.52 | 11.58 | 11.33 | 24.42 | 25.48 |
| Federal Home Loan Advances Increase (Decrease) | - | 1.09 | -0.80 | 1.53 | -1.19 | -0.27 | -0.01 | 0.42 | -0.04 |
Balance sheet, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Cash & Due from Banks | 20.20 | 18.94 | 21.43 | 20.48 | 22.71 | 24.15 |
| Investments | 734.73 | 792.92 | 794.94 | 771.89 | 746.39 | 727.03 |
| Net Loans | 1,260.19 | 1,251.00 | 1,264.83 | 1,280.22 | 1,275.79 | 1,279.64 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Property, Plant & Equipment | 21.73 | 20.97 | 21.01 | 20.92 | 21.01 | 21.24 |
| Interest Receivables | 15.49 | 12.91 | 13.10 | 14.07 | 15.00 | 12.17 |
| Deferred Tax Assets | 11.86 | 8.16 | 8.81 | 11.97 | 8.61 | 9.95 |
| Other Intangible Assets | 17.95 | 18.01 | 18.21 | 18.26 | 18.50 | 18.66 |
| Total Assets | 2,082.16 | 2,122.90 | 2,142.54 | 2,138.02 | 2,108.00 | 2,092.84 |
| Total Deposits | 1,830.50 | 1,852.57 | 1,867.39 | 1,854.67 | 1,832.82 | 1,819.20 |
| Total Debt | 34.77 | 47.35 | 54.93 | 60.15 | 64.12 | 70.71 |
| Long Term Debt | 1.45 | 16.45 | 18.20 | 21.35 | 23.50 | 30.65 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | - | - | - | 4.48 | - | - |
| Other Liabilities | 11.14 | 9.89 | 12.65 | 10.83 | 10.46 | 9.90 |
| Total Liabilities | 1,876.41 | 1,909.81 | 1,934.97 | 1,930.12 | 1,907.41 | 1,899.82 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 205.75 | 213.09 | 207.57 | 207.89 | 200.59 | 193.03 |
| Total Shareholders Equity | 205.75 | 213.09 | 207.57 | 207.89 | 200.59 | 193.03 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 205.75 | 213.09 | 207.57 | 207.89 | 200.59 | 193.03 |
| Total Liabilities & Stockholders Equity | 2,082.16 | 2,122.90 | 2,142.54 | 2,138.02 | 2,108.00 | 2,092.84 |
| Book Value Per Share | 23.23 | 24.06 | 23.44 | 23.47 | 22.56 | 21.69 |
| Tangible Book Value Per Share | 21.76 | 22.58 | 21.95 | 21.98 | 21.06 | 20.19 |
| Tier 1 Capital | 227.18 | 222.14 | 218.21 | - | 210.13 | 207.35 |
| Tier 2 Capital | 17.64 | 18.02 | - | - | 18.62 | 17.91 |
| Full-Time Employees | 232 | 232 | 231 | 260 | 231 | 235 |
| Price to Book Ratio | 1.47 | 1.26 | 1.20 | 1.02 | 0.93 | 0.87 |
| Return on Assets | 1.21 | 1.09 | 1.00 | 0.89 | 0.76 | 0.65 |
| Return on Equity | 12.53 | 11.31 | 11.03 | 9.95 | 8.35 | 7.60 |
| Return on Invested Capital | 3.40 | 2.58 | 2.64 | 2.84 | 2.03 | 2.02 |
| Current Ratio | 0.26 | 0.32 | 0.37 | 0.11 | 0.36 | 0.32 |
Cash flow, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Funds from Operations | 6.83 | 5.88 | 5.52 | 6.32 | 4.98 | 5.73 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -1.69 | -2.45 | 2.85 | 1.14 | -2.23 | -1.71 |
| Cash from Operating Activities | 5.14 | 3.44 | 8.36 | 7.46 | 2.75 | 4.01 |
| Capital Expenditures | -1.16 | -0.27 | -0.41 | -0.23 | -0.10 | -0.12 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | 8.40 | -3.51 | -37.91 | 2.22 | 0.49 | 3.14 |
| Purchase of Investments | -18.91 | -48.16 | -70.36 | -34.55 | -26.66 | -45.61 |
| Sale Or Maturity of Investments | 27.30 | 44.65 | 32.45 | 36.77 | 27.15 | 48.75 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -0.40 | 10.19 | -22.34 | -4.23 | 5.07 | 27.91 |
| Cash Dividends Paid | -2.13 | -2.12 | -2.13 | -1.77 | -1.78 | -1.78 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | 0.00 | 0.00 | 0.00 | -0.73 | -0.12 | -0.28 |
| Repurchase of Common Pref Stock | 0.00 | 0.00 | 0.00 | -0.73 | -0.12 | -0.28 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | -12.58 | -7.58 | -5.22 | -3.97 | -6.59 | -10.86 |
| Change in Long Term Debt | -15.00 | -1.75 | -0.15 | -2.15 | -1.15 | -14.15 |
| Issuance of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Reduction of Long Term Debt | -15.00 | -1.75 | -0.15 | -2.15 | -1.15 | -14.15 |
| Net Financing Active Other Cash Flow | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Financing Activities Uses | 0.00 | 0.00 | 0.00 | - | - | - |
| Cash from Financing Activities | -36.77 | -24.53 | 5.38 | 15.37 | 5.12 | -100.10 |
| Net Change in Cash | -32.03 | -10.91 | -8.60 | 18.59 | 12.95 | -68.18 |
| Free Cash Flow | 3.98 | 3.16 | 7.96 | 7.23 | 2.65 | 3.90 |
| Price to Free Cash Flow | 19.60 | 19.88 | 17.51 | 14.99 | 14.56 | 13.43 |
Revenue breakdown
| National Commercial Banks | 2024: 54.81M 2025: 66.83M |
|---|---|
| United States | 2024: 54.81M 2025: 66.83M |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 2.53% | 0.2M | 8.7M | 28.19K |
| 2026-10-15 | 3.01% | 0.3M | 8.7M | 30.69K |
| 2026-09-30 | 2.86% | 0.2M | 8.7M | 36.11K |
| 2026-09-15 | 3.60% | 0.3M | 8.7M | 53.65K |
| 2026-08-31 | 4.46% | 0.4M | 8.7M | 62.65K |
| 2026-08-14 | 3.08% | 0.3M | 8.7M | 65.36K |
| 2026-07-31 | 3.12% | 0.3M | 8.7M | 70.36K |
| 2026-07-15 | 2.78% | 0.2M | 8.7M | 77.11K |
| 2026-06-30 | 2.47% | 0.2M | 8.7M | 79.16K |
| 2026-06-15 | 2.26% | 0.2M | 8.7M | 66.15K |
| 2026-05-29 | 2.61% | 0.2M | 8.7M | 57.56K |
| 2026-05-15 | 1.89% | 0.2M | 8.7M | 55.35K |
| 2026-04-30 | 1.78% | 0.2M | 8.7M | 52.68K |
| 2026-04-15 | 2.16% | 0.2M | 8.7M | 45.77K |
| 2026-03-31 | 2.42% | 0.2M | 8.7M | 38.93K |
| 2026-03-13 | 2.52% | 0.2M | 8.7M | 34.78K |
| 2026-02-27 | 2.87% | 0.3M | 8.8M | 31.98K |
| 2026-02-13 | 2.49% | 0.2M | 8.8M | 28.85K |
| 2026-01-30 | 2.27% | 0.2M | 8.8M | 23.57K |
| 2026-01-15 | 2.27% | 0.2M | 8.8M | 24.15K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 17.50 | 15.50 | 18.00 | 0.00 | 4.477 | 0.00 | 0.00 | 0.967 | -0.054 | 0.004 |
| call | 20.00 | 13.10 | 15.50 | 0.00 | 3.748 | 0.00 | 0.00 | 0.961 | -0.053 | 0.004 |
| call | 22.50 | 10.60 | 13.00 | 0.00 | 3.088 | 0.00 | 0.00 | 0.898 | -0.130 | 0.009 |
| call | 25.00 | 8.40 | 10.10 | 0.00 | 2.171 | 0.00 | 0.00 | 0.876 | -0.121 | 0.011 |
| call | 30.00 | 3.50 | 5.00 | 0.00 | 1.244 | 0.00 | 0.00 | 0.792 | -0.095 | 0.015 |
| call | 35.00 | 0.00 | 0.70 | 0.01 | 0.524 | 75.00 | 0.00 | 0.380 | -0.061 | 0.020 |
| call | 40.00 | 0.00 | 0.95 | 0.00 | 1.171 | 0.00 | 0.00 | 0.215 | -0.102 | 0.016 |
| call | 45.00 | 0.00 | 2.15 | 0.00 | 1.642 | 0.00 | 0.00 | 0.168 | -0.123 | 0.013 |
| put | 17.50 | 0.00 | 0.75 | 0.00 | 2.580 | 0.00 | 0.00 | -0.032 | -0.055 | 0.004 |
| put | 20.00 | 0.00 | 0.20 | 0.00 | 2.120 | 0.00 | 0.00 | -0.039 | -0.053 | 0.004 |
| put | 22.50 | 0.00 | 2.15 | 0.00 | 2.457 | 0.00 | 0.00 | -0.102 | -0.130 | 0.009 |
| put | 25.00 | 0.00 | 2.15 | 0.00 | 1.982 | 0.00 | 0.00 | -0.125 | -0.121 | 0.011 |
| put | 30.00 | 0.00 | 0.75 | 0.50 | 1.108 | 1.00 | 0.00 | -0.207 | -0.094 | 0.015 |
| put | 35.00 | 0.50 | 3.30 | 1.30 | 1.303 | 0.00 | 0.00 | -0.563 | -0.093 | 0.021 |
| put | 40.00 | 5.10 | 6.50 | 0.00 | 1.069 | 0.00 | 0.00 | -0.785 | -0.100 | 0.016 |
| put | 45.00 | 9.90 | 11.60 | 0.00 | 1.604 | 0.00 | 0.00 | -0.831 | -0.121 | 0.013 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-09 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-06 | SEC |
| 2026-11-06 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-11-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-03 | SEC |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-30 | SEC |
| 2026-10-16 | 3 | Initial statement of beneficial ownership of securities | 2026-08-12 | SEC |
| 2026-10-16 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-16 | SEC |
| 2026-10-16 | 8-K | Current report | 2026-10-16 | SEC |
| 2026-09-10 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-09 | SEC |
| 2026-09-01 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-31 | SEC |
| 2026-08-21 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-20 | SEC |
| 2026-08-17 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-14 | SEC |
| 2026-08-14 | SCHEDULE 13G/A | SEC | ||
| 2026-08-13 | 13F-HR | Further understand that each of 13F-HR, 13F-NT, and amendments thereto are mandatory electronic filings (hardship exemption exists to submit in paper; never used to the knowledge of IM staff); | 2026-06-30 | SEC |
| 2026-08-13 | 8-K | Current report | 2026-08-12 | SEC |
| 2026-08-13 | N-PX | Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX | 2026-06-30 | SEC |
| 2026-08-07 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-08-03 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-31 | SEC |
| 2026-07-17 | 8-K | Current report | 2026-07-17 | SEC |
| 2026-06-24 | 11-K | Annual reports of employee stock purchase, savings and similar plans pursuant to Section 15(d) | 2025-12-31 | SEC |
| 2026-05-29 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-29 | SEC |
| 2026-05-15 | SCHEDULE 13G | SEC | ||
| 2026-05-15 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-15 | SEC |
| 2026-05-15 | 8-K | Current report | 2026-05-13 | SEC |
| 2026-05-12 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-12 | SEC |
| 2026-05-12 | 13F-HR | Further understand that each of 13F-HR, 13F-NT, and amendments thereto are mandatory electronic filings (hardship exemption exists to submit in paper; never used to the knowledge of IM staff); | 2026-03-31 | SEC |
| 2026-05-08 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-03-31 | SEC |
| 2026-05-04 | 3 | Initial statement of beneficial ownership of securities | 2026-04-30 | SEC |
| 2026-05-01 | 8-K | Current report | 2026-04-29 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-30 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-30 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 9.80K | 2 | 0 | 0 |
| 2026-10 | 1.62K | 1 | 0 | 0 |
| 2026-09 | 9.56K | 1 | 0 | 0 |
| 2026-08 | 25.79K | 3 | 0 | 0 |
| 2026-07 | 4.23K | 1 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 13.20K | 3 | 0 | 0 |
| 2026-04 | 2.36K | 1 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 5.59K | 1 | 0 | 0 |
| 2026-01 | 7.31K | 1 | 0 | 0 |
| 2025-12 | 5.01K | 2 | 0 | 0 |
| 2025-11 | 19.10K | 3 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 7.71% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.38% |
| DIMENSIONAL FUND ADVISORS LP | 3.52% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.50% |
| STATE STREET CORP | 2.31% |
| AMERICAN CENTURY COMPANIES INC | 1.56% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.53% |
| Qube Research & Technologies Ltd | 0.96% |
| MARSHALL WACE, LLP | 0.94% |
| Elizabeth Park Capital Advisors, Ltd. | 0.91% |
Funds
| Fund | % owned |
|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 3.17% |
| iShares Russell 2000 ETF | 3.02% |
| Avantis U.S. Small Cap Value ETF | 1.88% |
| VANGUARD EXTENDED MARKET INDEX FUND | 1.11% |
| Fidelity Small Cap Index Fund | 1.11% |
| iShares Russell 2000 Value ETF | 1.00% |
| U.S. Targeted Value Portfolio | 0.61% |
| VANGUARD RUSSELL 2000 INDEX FUND | 0.58% |
| Fidelity Extended Market Index Fund | 0.49% |
| Dimensional U.S. Targeted Value ETF | 0.45% |
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