OakChart

FinWise Bancorp

FINWFinancial·Banks - Regional·USA·Micro·NASD·Nov 11 • 10:50 AM ET

14.54-0.17 (-1.16%)
2026-11-11 16:59 CET
Market cap
202.17 USD m
Revenue, TTM
- USD m
Net income, TTM
18.60 USD m
Free cash flow, TTM
- USD m
EPS diluted, TTM
1.36
P/E
10.67
Compare

Price

FINW against its 20, 50 and 200-day averages
2050200beatmiss
10.0012.0014.0016.0018.00126K252KMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26FINWclose 14.5420-day 12.1850-day 12.10200-day 14.3814.5452w low

26.8% under the 52-week high of 19.86 on 13 Nov 2025. 52-week low 9.58 on 20 Oct 2026. Last 15 sessions, 48.2% high to low

Profile

FINW
52-week range, 48% of the way up
9.5819.86

FinWise Bancorp is a bank holding company, which engages in the provision of consumer banking and lending services through its subsidiary, FinWise Bank. The company was founded on October 22, 2002 and is headquartered in Murray, UT.

IndexRUT
Employees198
IPONov 19, 2021
Beta0.68
ATR, 14d0.64
Rel volume0.26
Short float0.95%
Insider own33.40%
Inst own27.79%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap199.83M
Enterprise Value-
Income18.60M
Sales268.76M
Book/sh15.14
Cash/sh-
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout0.00%
Employees198
IPONov 19, 2021

Ratios

P/E10.67
Forward P/E15.69
PEG5.30
P/S0.74
P/B0.96
P/C-
P/FCF-
EV/EBITDA-
EV/Sales-
Quick Ratio-
Current Ratio0.38
Debt/Eq0.00
LT Debt/Eq0.00
Option/ShortNo / Yes

Earnings

EPS (ttm)1.36
EPS next Y0.93
EPS next Q0.23
EPS this Y-20.35%
EPS next Y2.96%
EPS next 5Y2.96%
EPS past 3/5Y-15.29% 6.04%
Sales past 3/5Y19.87% 28.35%
EPS Y/Y TTM25.61%
Sales Y/Y TTM121.33%
EPS Q/Q115.19%
Sales Q/Q168.63%
EarningsOct 28 AMC
EPS/Sales Surpr.106.26% 131.04%

Ownership

Insider Own33.40%
Insider Trans0.09%
Inst Own27.79%
Inst Trans-0.40%
ROA2.00%
ROE9.40%
ROIC9.34%
Gross Margin-
Oper. Margin9.43%
Profit Margin6.92%
SMA2019.41%
SMA5020.13%
SMA2001.12%
Trades-

Technical

Shs Outstand13.74M
Shs Float9.15M
Short Float0.95%
Short Ratio2.25
Short Interest0.09M
52W High19.86 -26.79%
52W Low9.58 51.77%
Volatility4.21% 5.57%
ATR (14)0.64
RSI (14)76.86
Beta0.68
Rel Volume0.26
Avg Volume38.51K
Volume2,664

Performance

Perf Week6.36%
Perf Month33.39%
Perf Quarter4.76%
Perf Half Y11.76%
Perf YTD-18.95%
Perf Year-23.03%
Perf 3Y41.85%
Perf 5Y-
Perf 10Y-
Recom2.00
Target Price16.67
Prev Close14.71
Price14.54
Change %-1.16%

Analyst ratings

latest 5 of 5
DateActionAnalystRating changeTargetImplied
Aug 06, 2026DowngradeSStephensOverweight → Equal-Weight$16+10.0%
Oct 20, 2025ReiteratedHHovde GroupOutperform$20 → $22+51.3%
May 01, 2025ReiteratedHHovde GroupOutperform$19 → $18.50+27.2%
Apr 14, 2025InitiatedHHovde GroupOutperform$19+30.7%
Dec 18, 2024InitiatedRRaymond JamesOutperform$21+44.4%

Peers

Mkt cap
TickerCompanyMkt cap
CCBCoastal Financial Corp661.75M
CASHPathward Financial Inc1.54B
MVBFMVB Financial Corp332.82M
TBBKBancorp Inc1.93B
NEWTNewtekOne Inc313.32M
CBNKCapital Bancorp Inc685.93M
LOBLive Oak Bancshares Inc1.58B
GDOTGreen Dot Corp664.15M
MFINMedallion Financial Corp207.04M
OPRTOportun Financial Corp537.75M

Insider trading

1 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Noone JamesCHIEF EXECUTIVE OFFICEROct 30 '26Buy13.364,00053,440470,365Nov 03 04:41 PM

Held by

AUM
TickerCompanyAUM
IWMiShares Russell 2000 Index FundAUM: 77.38B
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
VXFVanguard Extended Market Index ETFAUM: 30.47B
IWOiShares Russell 2000 Growth ETFAUM: 14.06B
VTWOVanguard Russell 2000 Index ETFAUM: 16.75B
IWNiShares Russell 2000 Value ETFAUM: 14.10B
IWCiShares Micro-Cap ETFAUM: 1.22B
DFACU.S. Core Equity 2 Portfolio-ETF Class Shares-
BSVOEA Bridgeway Omni Small-Cap Value ETFAUM: 2.44B
BUSMEA Bridgeway Ultra-Small Company Market ETFAUM: 111.21M

News

latest 14 of 206
  • FinWise Crushes Estimates, But A One-Time Gain And Pass-Through Accounting Do Much Of The Lifting Ahead Of A Thinner 2027 Growth Runway (Earnings Whispers) +23.20%
  • FinWise Bancorp Reports Third Quarter 2026 Results (GlobeNewswire)
  • FinWise Must Show Its Legacy Credit Problem Is Finite As Shares Slide To New Lows (Earnings Whispers)
  • FinWise Bancorp to Host Third Quarter 2026 Earnings Conference Call and Webcast on Wednesday, October 28, 2026 (GlobeNewswire)
  • FinWise Bancorp (FINW) (Q2 2026) Earnings Call Highlights: Loan Originations Surge, but Credit ... (GuruFocus.com)
  • Loading…
  • FinWise Bancorp Reports Second Quarter 2026 Results (GlobeNewswire)
  • Earnings To Watch: FinWise Bancorp (FINW) Q2 2026 -- GF Value Sees 201% Upside (GuruFocus.com)
  • FinWise Bancorp Acquires Tallied Technology Platform, Bringing End-to-End Credit Card Issuing and Processing In-House (GlobeNewswire)
  • FinWise Bancorp to Host Second Quarter 2026 Earnings Conference Call and Webcast on Wednesday, July 29, 2026 (GlobeNewswire)
  • FinWise Bancorp Announces Share Repurchase Program (GlobeNewswire)
  • FinWise Bancorp (FINW) Q1 2026 Earnings Call Highlights: Strong Loan Growth Amidst Challenges (GuruFocus.com)
  • Finwise Bancorp Reports First Quarter 2026 Results (GlobeNewswire)
  • FinWise Bancorp (FINW) Q1 2026: Everything You Need to Know Ahead of Earnings (GuruFocus.com)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-10-280.3920.1900.73096.1741.623
2026Q22026-07-290.1500.2400.15554.3447.113
2026Q12026-04-300.2000.3230.19942.7250.483
2025Q42026-01-290.2700.3470.27346.8542.323
2025Q32025-10-290.3400.2970.34236.6628.203
2025Q22025-07-240.2900.2290.29225.0722.083
2025Q12025-04-300.2300.2550.22822.0922.634
2024Q42025-01-300.2000.2000.20921.1320.653
2024Q32024-10-240.2500.2100.25020.8220.462
2024Q22024-07-250.2400.1850.23719.4519.452
2024Q12024-04-290.2500.2300.25019.4719.572
2023Q42024-01-290.3200.3100.32020.4018.822
2023Q32023-10-260.3700.2400.36619.6417.482
2023Q22023-07-270.3500.1750.35018.9615.662
2023Q12023-04-270.2900.3100.29016.6318.692
2022Q42023-01-250.4900.4250.49122.4219.082

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2021FY3.2702.7303.27279.8274.43
2022FY1.8701.8651.86688.3185.98
2023FY1.3301.2851.33075.6473.69
2024FY0.9300.9800.93481.4080.99
2025FY1.1301.2071.143130.67125.7
2026FY-0.900--256.84
2027FY-0.927--260.82
2028FY-1.233--287.35

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-11-0233065.6557.9871.30
2026Q4S2026-10-3032059.8940.6971.30
2026Q4S2026-10-2931053.1240.6971.30
2026Q4S2026-10-2830045.8240.6949.40
2026Q4S2026-10-1430045.8240.6949.40
2026Q4S2026-10-1330145.8240.6949.40
2026Q4S2026-09-2130345.8240.6949.40
2026Q4S2026-07-3130345.8640.8049.40
2026Q4S2026-07-3030251.8447.3858.73
2026Q4S2026-07-1530059.4558.7360.31
2026Q4S2026-05-0132159.4558.7360.31
2026Q4S2026-04-1530067.1357.2686.60
2026Q4S2026-04-1332067.1357.2686.60
2026Q4S2026-04-0143066.3257.2686.60

Estimate history

EPS, annual0.7870.8463.2721.8661.330.9341.1341.3623
Period2019202020212022202320242025TTM
EPS, quarterly0.250.2090.2280.2920.3420.2730.1990.1550.735
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual35.14942.97376.1486.88786.5997.462149.661268.76
Period2019202020212022202320242025TTM
Sales, quarterly25.07825.31425.94629.77940.3952.11648.36859.773108.5
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual12.24712.24712.77212.83112.49413.21213.65613.743
Period2019202020212022202320242025MRQ
Shares, quarterly13.21113.21213.21713.4713.57113.65613.70713.68813.743
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY
Interest Income145.0093.9674.3564.5352.3349.2429.5121.41
Total Interest Expense21.2020.3015.449.971.431.261.761.46
Net Interest Income123.8073.6658.9154.5650.9047.9827.7519.95
Loan Loss Provision97.7238.5711.5711.6413.528.045.235.29
Net Interest Income After Loan Loss Provision26.0835.0947.3442.9237.3839.9422.5214.66
Non-Interest Income123.7655.7023.1122.0634.5626.9013.4713.74
Non-Interest Expense124.5069.0353.4641.1637.5125.7220.8415.56
Operating Income25.3421.7616.9923.8134.4341.1215.1412.84
Unusual Expense-0.000.000.000.000.000.000.00
Net Income Before Taxes25.3421.7616.9923.8136.0342.2715.1412.84
Income Taxes6.145.674.256.3510.9210.693.943.18
Consolidated Net Income18.9815.3912.3517.1724.9229.8010.369.64
Net Income From Continuing Operations18.6015.3912.3517.1724.9229.8010.369.64
Net Income18.6015.3912.3517.1724.9229.8010.369.64
EPS (Recurring)1.361.130.931.331.873.270.850.79
EPS (Basic, Before Extraordinaries)1.421.200.981.381.963.440.850.79
EPS (Diluted)1.361.130.931.331.873.270.850.79
Non-Operating Income (Expense)-0.000.000.000.000.000.000.00
Other After Tax Adjustments--0.70-0.39-0.29-0.19-1.78-0.84-0.02
Stock Option Compensation Expense-2.831.621.640.531.942.022.39
Price To Earnings Ratio10.8010.8015.129.554.09---
Price To Sales Ratio0.571.632.172.131.421.65--
Operating Margin9.4314.5417.4327.5039.6254.0035.2336.52
Net Margin6.9210.2812.6719.8328.6839.1424.1127.42
Shares Outstanding13.7413.6613.2112.4912.8312.7712.2512.25
Market Capitalization202.17202.17211.12178.78118.99168.89165.09-

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Interest Income46.7734.0233.6930.5124.4119.9819.0419.36
Total Interest Expense4.865.235.455.675.365.014.263.83
Net Interest Income41.9228.7928.2424.8519.0514.9714.7815.53
Loan Loss Provision46.7522.6810.5817.7112.804.733.343.88
Net Interest Income After Loan Loss Provision-4.836.1117.667.146.2510.2411.4411.65
Non-Interest Income61.7325.7514.6821.6015.989.806.915.95
Non-Interest Expense43.6429.0628.5423.2517.2514.6113.9213.91
Operating Income13.252.803.805.494.985.434.443.69
Unusual Expense-0.000.000.000.000.000.000.00
Net Income Before Taxes13.252.803.805.496.415.434.443.69
Income Taxes2.830.671.061.571.521.331.250.90
Consolidated Net Income10.422.122.713.724.653.933.072.67
Net Income From Continuing Operations10.052.122.713.724.653.933.072.67
Net Income10.052.122.713.724.653.933.072.67
EPS (Recurring)0.740.150.200.270.340.290.230.20
EPS (Basic, Before Extraordinaries)0.760.160.210.290.360.310.240.22
EPS (Diluted)0.740.150.200.270.340.290.230.21
Non-Operating Income (Expense)-0.000.000.000.000.000.000.00
Other After Tax Adjustments--0.01-0.02-0.19-0.24-0.16-0.12-0.12
Stock Option Compensation Expense-0.830.520.861.720.140.470.56
Price To Earnings Ratio10.8013.1113.9816.7719.8316.2618.5215.12
Price To Sales Ratio0.570.991.271.652.171.912.362.20
Operating Margin12.214.697.8510.5312.3418.2217.1014.58
Net Margin9.263.555.617.1511.5213.2111.8310.55
Shares Outstanding13.7413.6913.7113.6613.5713.4713.2213.21
Market Capitalization202.17198.74216.92243.75262.14198.35231.42211.12

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY
Cash & Due from Banks12.089.600.410.390.410.410.42
Investments335.91233.99179.70138.51157.8969.9460.06
Net Loans541.55447.81358.56224.22198.10232.07130.83
Investment in Unconsolidated Affiliates9.007.704.204.805.980.000.00
Customer Liability on Acceptances0.000.000.000.000.000.000.00
Net Property, Plant & Equipment18.0819.8918.9214.523.291.260.93
Interest Receivables3.713.573.571.821.551.630.94
Deferred Tax Assets2.354.892.883.982.110.930.98
Other Intangible Assets54.4623.4120.8515.3611.177.985.39
Total Assets977.13750.87589.10403.59380.50317.99177.90
Total Deposits754.56544.95404.83243.00251.89164.48142.02
Total Debt4.415.376.497.331.05101.010.00
Long Term Debt3.204.245.386.481.05101.010.00
Provision for Risks Charges0.600.000.000.000.000.000.00
Deferred Tax Liabilities-6.693.632.810.280.480.84
Other Liabilities24.3721.0419.109.9911.836.161.95
Total Liabilities783.94578.05434.05263.13265.06272.12144.80
Preferred Stock - Carrying Value0.000.000.000.000.000.000.00
Common Equity193.19173.72155.06140.46115.4445.8733.09
Total Shareholders Equity193.19173.72155.06140.46115.4445.8733.09
Accumulated Minority Interest0.000.000.000.000.000.000.00
Total Equity193.19173.72155.06140.46115.4445.8733.09
Total Liabilities & Stockholders Equity977.13751.77589.10403.59380.50317.99177.90
Book Value Per Share14.1513.1512.4110.959.043.752.70
Tangible Book Value Per Share14.1513.1512.4110.959.043.752.70
Full-Time Employees1981961621461169586
Price to Book Ratio0.971.241.190.891.533.16-
Return on Assets1.781.843.466.368.534.18-
Return on Equity8.397.5111.6219.4836.9526.24-
Return on Invested Capital7.836.9410.7016.9625.587.0529.12
Current Ratio0.270.540.520.512.380.440.50

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY
Funds from Operations--5,689.9629.9036.0127.3928.9414.6512.28
Extraordinary Item-0.000.000.000.000.000.000.00
Changes in Working Capital--3.80-0.820.18-2.77-0.571.32-2.02
Cash from Operating Activities--5,693.7729.0836.1924.6228.3715.9710.26
Capital Expenditures--5.77-4.89-7.46-7.21-2.33-0.59-0.54
Net Assets From Acquisitions-0.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses-0.470.000.000.000.000.000.00
Purchase or Sale of Investments-5.15-27.18-1.11-3.09-29.87-1.370.12
Purchase of Investments-0.00-30.02-2.96-5.04-30.55-1.750.00
Sale Or Maturity of Investments-5.152.841.841.950.680.380.12
Federal Home Loan Advances Increase (Decrease)--0.09-0.110.21-0.07-0.17-0.07-0.06
Other Uses-0.000.000.000.000.000.000.00
Other Sources-0.000.000.000.000.000.000.00
Cash from Investing Activities-5,538.43-176.45-176.800.70-30.56-126.60-47.44
Cash Dividends Paid-0.000.000.000.000.000.000.00
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.00
Change in Capital Stock-0.48-0.44-4.70-0.880.310.040.04
Repurchase of Common Pref Stock-0.00-0.46-4.74-1.140.00-0.04-0.09
Sale of Common Pref Stock-0.480.030.040.260.310.080.12
Proceedsfrom Stock Options-0.000.000.000.000.000.000.00
Issuance or Reduction of Debt, Net-0.00-0.13-0.12-0.74-99.96101.010.00
Change in Long Term Debt-0.00-0.13-0.12-0.74-99.96101.010.00
Issuance of Long Term Debt-0.000.000.000.005.56115.970.00
Reduction of Long Term Debt-0.00-0.13-0.12-0.74-105.52-14.970.00
Net Financing Active Other Cash Flow--0.520.000.000.000.00-0.27-1.28
Other Financing Activities Uses--0.520.000.000.00--0.27-1.28
Cash from Financing Activities-209.57139.56157.01-10.51-12.23123.2345.95
Net Change in Cash-54.24-7.8116.4114.8136.4812.608.78
Free Cash Flow--5,699.5324.1928.7317.4026.0415.389.72
Price to Free Cash Flow--8.746.437.114.82--

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Cash & Due from Banks8.796.116.2912.0810.369.39
Investments251.86299.17261.58335.91290.80269.83
Net Loans505.33514.50539.16541.55533.55506.50
Investment in Unconsolidated Affiliates-0.000.009.008.608.40
Net Property, Plant & Equipment10.0411.1111.6918.0819.2020.61
Interest Receivables-0.500.203.711.962.38
Deferred Tax Assets2.932.852.212.351.080.28
Other Intangible Assets179.3991.0778.3154.4634.3825.10
Total Assets958.33925.31899.44977.13899.93842.49
Total Deposits707.60693.80674.86754.56682.31635.17
Total Debt-0.000.004.414.684.96
Long Term Debt-0.000.003.203.483.76
Provision for Risks Charges-0.700.570.600.600.40
Other Liabilities42.6731.6227.4024.3724.5720.00
Total Liabilities750.27726.12702.83783.94712.16660.53
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity208.05199.19196.61193.19187.76181.96
Total Shareholders Equity208.05199.19196.61193.19187.76181.96
Accumulated Minority Interest-0.000.000.000.000.00
Total Equity208.05199.19196.61193.19187.76181.96
Total Liabilities & Stockholders Equity958.33925.31899.44977.13899.93842.49
Book Value Per Share15.1414.5514.3414.1513.8413.51
Tangible Book Value Per Share-14.5514.3414.1513.8413.51
Full-Time Employees209--198--
Price to Book Ratio0.971.011.121.301.441.12
Return on Assets2.001.491.761.781.811.78
Return on Equity9.406.938.038.388.007.47
Return on Invested Capital-1.061.381.902.432.12
Current Ratio0.380.380.180.270.270.45

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Funds from Operations--1,360.28-1,658.46-1,446.47-1,682.66-1,386.10
Extraordinary Item-0.000.000.000.000.00
Changes in Working Capital--0.77-6.17-0.12-4.651.23
Cash from Operating Activities--1,361.05-1,664.63-1,446.59-1,687.32-1,384.87
Capital Expenditures-0.00-0.02-0.010.59-4.71
Net Assets From Acquisitions-0.000.000.000.000.00
Sale of Fixed Assets and Businesses-0.070.030.00-0.420.60
Purchase or Sale of Investments-0.510.54-66.7970.620.77
Purchase of Investments-0.000.000.000.000.00
Sale Or Maturity of Investments-0.510.54-66.7970.620.77
Other Uses-0.000.000.000.000.00
Other Sources-0.000.000.000.000.00
Cash from Investing Activities-1,339.371,677.881,431.661,655.971,325.52
Cash Dividends Paid-0.000.000.000.000.00
Preferred Dividends (Cash Flow)-0.000.000.000.000.00
Change in Capital Stock--0.240.000.450.010.00
Repurchase of Common Pref Stock--0.420.000.000.000.00
Sale of Common Pref Stock-0.180.000.450.010.00
Proceedsfrom Stock Options-0.000.000.000.000.00
Issuance or Reduction of Debt, Net-0.000.000.000.000.00
Change in Long Term Debt-0.000.000.000.000.00
Issuance of Long Term Debt-0.000.000.000.000.00
Reduction of Long Term Debt-0.000.000.000.000.00
Net Financing Active Other Cash Flow--0.330.000.00-0.27-0.24
Other Financing Activities Uses--0.330.000.00-0.27-0.24
Cash from Financing Activities-18.37-79.7072.7046.8729.17
Net Change in Cash--3.31-66.4557.7715.53-30.17
Free Cash Flow--1,361.05-1,664.65-1,452.14-1,687.34-1,383.42

Revenue breakdown

State Commercial Banks2024: 81.40M 2025: 130.67M
United States2024: 81.40M 2025: 130.67M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-300.95%0.1M9.2M35.35K
2026-10-151.26%0.1M9.3M30.95K
2026-09-301.34%0.1M9.3M31.19K
2026-09-151.53%0.1M9.3M32.96K
2026-08-311.58%0.1M9.2M30.06K
2026-08-141.54%0.1M9.2M31.41K
2026-07-311.54%0.1M9.1M31.22K
2026-07-151.41%0.1M9.4M28.43K
2026-06-301.84%0.2M9.4M25.11K
2026-06-151.23%0.1M9.4M17.87K
2026-05-291.01%0.1M9.4M17.37K
2026-05-151.19%0.1M9.4M14.74K
2026-04-301.24%0.1M9.3M13.93K
2026-04-151.20%0.1M9.3M16.61K
2026-03-311.15%0.1M9.3M19.18K
2026-03-131.35%0.1M9.3M21.14K
2026-02-271.06%0.1M9.3M21.84K
2026-02-131.29%0.1M9.3M22.02K
2026-01-301.45%0.1M9.3M20.35K
2026-01-151.72%0.2M9.3M17.35K

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-1010-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-11-034Statement of changes in beneficial ownership of securities2026-10-30SEC
2026-10-288-KCurrent report2026-10-28SEC
2026-08-1210-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-07-294Statement of changes in beneficial ownership of securities2026-07-28SEC
2026-07-294Statement of changes in beneficial ownership of securities2026-07-28SEC
2026-07-294Statement of changes in beneficial ownership of securities2026-07-28SEC
2026-07-294Statement of changes in beneficial ownership of securities2026-07-28SEC
2026-07-294Statement of changes in beneficial ownership of securities2026-07-28SEC
2026-07-294Statement of changes in beneficial ownership of securities2026-07-28SEC
2026-07-294Statement of changes in beneficial ownership of securities2026-07-28SEC
2026-07-294Statement of changes in beneficial ownership of securities2026-07-28SEC
2026-07-294Statement of changes in beneficial ownership of securities2026-07-28SEC
2026-07-298-KCurrent report2026-07-29SEC
2026-07-208-KCurrent report2026-07-20SEC
2026-07-14S-8Initial registration statement for securities to be offered to employees pursuant to employee benefit plansSEC
2026-06-298-K/A2026-06-25SEC
2026-06-258-KCurrent report2026-06-25SEC
2026-06-014Statement of changes in beneficial ownership of securities2026-05-28SEC
2026-06-014Statement of changes in beneficial ownership of securities2026-05-28SEC
2026-06-014Statement of changes in beneficial ownership of securities2026-05-28SEC
2026-06-014Statement of changes in beneficial ownership of securities2026-05-28SEC
2026-05-284Statement of changes in beneficial ownership of securities2026-05-27SEC
2026-05-284Statement of changes in beneficial ownership of securities2026-05-27SEC
2026-05-284Statement of changes in beneficial ownership of securities2026-05-27SEC
2026-05-214/A2026-03-31SEC
2026-05-218-KCurrent report2026-05-19SEC
2026-05-1210-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-04-308-KCurrent report2026-04-30SEC
2026-04-28DEFA14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-1053.44K100
2026-090000
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110029.22K1

Institutional holders

Manager% owned
ALLIANCEBERNSTEIN L.P.5.94%
BlackRock, Inc.3.80%
US BANCORP \DE\3.38%
VANGUARD CAPITAL MANAGEMENT LLC2.86%
WASATCH ADVISORS LP1.70%
GEODE CAPITAL MANAGEMENT, LLC1.63%
DIMENSIONAL FUND ADVISORS LP0.89%
STATE STREET CORP0.63%
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.55%
NORTHERN TRUST CORP0.55%

Funds

Fund% owned
VANGUARD TOTAL STOCK MARKET INDEX FUND2.06%
iShares Russell 2000 ETF1.61%
Wasatch Micro Cap Value Fund1.01%
Fidelity Small Cap Index Fund0.74%
VANGUARD EXTENDED MARKET INDEX FUND0.71%
iShares Russell 2000 Growth ETF0.46%
VANGUARD RUSSELL 2000 INDEX FUND0.40%
Emerald Finance & Banking Innovation Fund0.40%
Fidelity Extended Market Index Fund0.30%
iShares Russell 2000 Value ETF0.24%

OakChart. FINW. Cached 15 minutes.