OakChart

Northpointe Bancshares Inc

NPBFinancial·Banks - Regional·USA·Small·NYSE·Nov 11 • 11:35 AM ET

15.77-0.07 (-0.43%)
2026-11-11 17:37 CET
Market cap
547.78 USD m
Revenue, TTM
- USD m
Net income, TTM
75.31 USD m
Free cash flow, TTM
- USD m
EPS diluted, TTM
2.13
P/E
7.40
Compare

Price

NPB against its 20, 50 and 200-day averages
2050200miss
14.0016.0018.0020.00569K1.1MMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26NPBclose 15.7720-day 15.7250-day 15.92200-day 17.2515.7752w high52w low

20.0% under the 52-week high of 19.71 on 2 Jul 2026. 52-week low 13.80 on 21 Oct 2026. Last 15 sessions, 10.3% high to low

Profile

NPB
52-week range, 33% of the way up
13.8019.71

Northpointe Bancshares, Inc. operates as a bank holding company. It offers a nationwide mortgage purchase program, residential mortgage loans, digital deposit banking to retail customers and custodial deposit services. The company was founded by Charles A. Williams in 1998 and is headquartered in Grand Rapids, MI.

IndexRUT
Employees483
IPOFeb 14, 2025
Beta0.08
ATR, 14d0.52
Rel volume0.47
Short float4.35%
Insider own50.38%
Inst own68.51%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap545.44M
Enterprise Value-
Income75.31M
Sales504.62M
Book/sh18.06
Cash/sh-
Dividend Est.0.10 (0.67%)
Dividend TTM0.11 (0.67%)
Dividend Ex-DateOct 15, 2026
Dividend Gr. 3/5Y- -
Payout3.55%
Employees483
IPOFeb 14, 2025

Ratios

P/E7.40
Forward P/E6.28
PEG0.65
P/S1.08
P/B0.87
P/C-
P/FCF5.36
EV/EBITDA-
EV/Sales-
Quick Ratio-
Current Ratio0.27
Debt/Eq2.47
LT Debt/Eq2.47
Option/ShortNo / Yes

Earnings

EPS (ttm)2.13
EPS next Y2.51
EPS next Q0.47
EPS this Y5.92%
EPS next Y12.30%
EPS next 5Y9.63%
EPS past 3/5Y74.83% -
Sales past 3/5Y13.12% -
EPS Y/Y TTM16.37%
Sales Y/Y TTM14.47%
EPS Q/Q-31.54%
Sales Q/Q-2.52%
EarningsOct 20 AMC
EPS/Sales Surpr.-34.64% -10.07%

Ownership

Insider Own50.38%
Insider Trans1.81%
Inst Own68.51%
Inst Trans-2.23%
ROA1.13%
ROE13.13%
ROIC3.78%
Gross Margin-
Oper. Margin21.66%
Profit Margin14.92%
SMA200.35%
SMA50-0.95%
SMA200-8.59%
Trades-

Technical

Shs Outstand34.58M
Shs Float17.16M
Short Float4.35%
Short Ratio2.83
Short Interest0.75M
52W High19.71 -19.98%
52W Low13.80 14.29%
Volatility2.71% 3.36%
ATR (14)0.52
RSI (14)49.33
Beta0.08
Rel Volume0.47
Avg Volume264.16K
Volume43,866

Performance

Perf Week-2.28%
Perf Month-0.30%
Perf Quarter-9.51%
Perf Half Y-7.33%
Perf YTD-6.01%
Perf Year-3.24%
Perf 3Y-
Perf 5Y-
Perf 10Y-
Recom1.67
Target Price18.08
Prev Close15.84
Price15.77
Change %-0.43%

Analyst ratings

latest 4 of 4
DateActionAnalystRating changeTargetImplied
Apr 22, 2026ResumedBBrean CapitalNeutral$20.25+28.4%
Aug 28, 2025InitiatedJJanneyNeutral$19.25+22.1%
Mar 11, 2025InitiatedPPiper SandlerOverweight$16.50+4.6%
Mar 11, 2025InitiatedKKeefe BruyetteOutperform$18+14.1%

Peers

Mkt cap
TickerCompanyMkt cap
MBINMerchants Bancorp2.47B
CUBICustomers Bancorp Inc2.82B
WSBFWaterstone Financial Inc362.60M
AXAxos Financial Inc5.20B
MBWMMercantile Bank Corp1.05B
TCBITexas Capital Bancshares Inc4.24B
IBCPIndependent Bank Corp (Ionia, MI)805.21M
FLGFlagstar Bank NA4.16B
LOBLive Oak Bancshares Inc1.59B
PFSIPennyMac Financial Services Inc3.25B

Insider trading

latest 14 of 56
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Chaudhary Rajeev KumarDirectorOct 28 '26Buy15.803,00047,3983,000Oct 29 04:05 PM
Long Joseph BChief Operating OfficerOct 23 '26Buy15.373,24049,8003,240Oct 27 04:11 PM
Boer Carrie LDirectorOct 23 '26Buy15.4012,000184,76212,000Oct 27 04:10 PM
Williams Charles AlanCHAIRMAN & CEOOct 23 '26Buy15.4250,000771,2152,525,962Oct 27 04:09 PM
Williams Charles AlanCHAIRMAN & CEOOct 26 '26Buy15.3250,000766,1752,575,962Oct 27 04:09 PM
Williams Charles AlanCHAIRMAN & CEOSep 01 '26Buy16.7485,0001,422,9262,475,962Sep 02 04:01 PM
Williams Charles AlanCHAIRMAN & CEOAug 26 '26Buy16.9548,312818,6812,390,962Aug 26 05:44 PM
Williams Charles AlanCHAIRMAN & CEOAug 25 '26Buy16.9530,000508,4252,342,650Aug 26 05:44 PM
Hooker David StevensDirectorAug 14 '26Sale17.5077213,51410,000Aug 17 04:52 PM
Hooker David StevensDirectorAug 14 '26Proposed Sale17.5152910Aug 14 05:12 PM
Hooker David StevensDirectorAug 14 '26Proposed Sale17.5072012,603Aug 14 04:57 PM
Hooker David StevensDirectorAug 13 '26Sale17.533636,36410,052Aug 14 04:01 PM
Hooker David StevensDirectorAug 13 '26Proposed Sale17.5324421Aug 13 07:15 PM
Hooker David StevensDirectorAug 13 '26Proposed Sale17.533395,943Aug 13 06:55 PM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
AVUVAvantis U.S. Small Cap Value ETFAUM: 32.39B
IWMiShares Russell 2000 Index FundAUM: 77.38B
VXFVanguard Extended Market Index ETFAUM: 30.47B
IWNiShares Russell 2000 Value ETFAUM: 14.10B
FSMDFidelity Small-Mid Multifactor ETFAUM: 2.48B
SCHASchwab U.S. Small-Cap ETFAUM: 22.25B
DFSVUS Small Cap Value Portfolio ETF Class Shares-
VTWOVanguard Russell 2000 Index ETFAUM: 16.75B
FDMFirst Trust Dow Jones Select Microcap Index FundAUM: 267.52M

News

latest 14 of 50
  • Northpointe Bancshares, Inc. Announces Completion of Definitive Agreement with CMG to Sell Mortgage Origination Channels (Business Wire)
  • Northpointe Bancshares stock jumps on $30M buyback program (Investing.com)
  • Northpointe Bancshares, Inc. Announces Common Stock Repurchase Program (Business Wire)
  • Northpointe Misses Badly On Rate Marks And Fraud Loss, But The Real Story Is Its Exit From Mortgage Origination (Earnings Whispers)
  • Northpointe Bancshares, Inc. Reports Third Quarter 2026 Results (Business Wire)
  • Loading…
  • Northpointe Announces Quarterly Common Stock Dividend Increase (Business Wire)
  • Northpointe Bancshares, Inc. Announces Date of Third Quarter 2026 Earnings Release and Conference Call (Business Wire)
  • Northpointe Bancshares, Inc. Strengthens Leadership Team with Appointment of Joseph (JB) Long as Chief Operating Officer and Chief Credit Officer (Business Wire)
  • Northpointe Bank Earns National Recognition Across Leadership, Lending, and Workplace Excellence (Business Wire)
  • Northpointe Bancshares Inc (NPB) Q2 2026 Earnings Call Highlights: Strong EPS Growth Amid ... (GuruFocus.com) -9.67%
  • Northpointe Bancshares, Inc. Reports Second Quarter 2026 Results (Business Wire)
  • Northpointe Bancshares, Inc. Declares Quarterly Cash Dividend on Common Stock (Business Wire)
  • Northpointe Bancshares, Inc. Announces Date of Second Quarter 2026 Earnings Release and Conference Call (Business Wire)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-10-200.3900.5970.39055.9262.183
2026Q22026-07-210.6000.6770.60164.3266.503
2026Q12026-04-210.6200.6250.61563.4263.762
2025Q42026-01-200.5200.6100.52465.1465.522
2025Q32025-10-210.5700.5600.57064.3662.933
2025Q22025-07-220.5100.5050.51258.9656.682
2025Q12025-04-220.4900.4550.49453.2648.922
2024Q42025-02-260.340-0.25844.64--
2026Q4--0.470--54.812
2027Q1--0.560--48.713
2027Q2--0.597--51.353
2027Q3--0.657--55.083
2027Q4--0.697--57.543
2028Q1--0.670--57.393
2028Q2--0.683--58.093
2028Q3--0.703--59.103

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2024FY1.835-1.374191.09-
2025FY2.1102.1652.100241.72240
2026FY-2.235--242.14
2027FY-2.510--212.69
2028FY-2.780--235.13

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-10-2120254.8154.0055.63
2026Q4S2026-10-2020263.4563.3363.57
2026Q4S2026-10-0720263.4563.3363.57
2026Q4S2026-10-0620164.8463.3366.36
2026Q4S2026-10-0520065.8165.2666.36
2026Q4S2026-07-2220265.8165.2666.36
2026Q4S2026-07-0620068.3468.0768.61
2026Q4S2026-04-2420168.3468.0768.61
2026Q4S2026-04-2220168.1367.6568.61
2026Q4S2026-04-0620069.4267.6571.19
2026Q4S2026-01-2120269.4267.6571.19
2026Q4S2026-01-0520171.2568.8473.67
2026Q4S2025-12-1921171.2568.8473.67
2026Q4S2025-11-1122072.5271.3873.67

Estimate history

EPS, annual0.3960.7031.3742.1152.1309
Period2022202320242025TTM
EPS, quarterly0.4980.2580.4940.5120.570.5240.6150.6010.39
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual325.013363.131391.427470.433504.62
Period2022202320242025TTM
Sales, quarterly109.83796.414102.312115.855126.255127.836124.287129.428123.073
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual34.31534.31534.31534.49434.582
Period2022202320242025MRQ
Shares, quarterly34.31534.31534.31534.36534.36534.49434.49434.58234.582
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY
Interest Income425.43380.20317.53267.38166.12
Total Interest Expense254.58229.47203.32166.1666.69
Net Interest Income170.85150.74114.22101.2299.44
Loan Loss Provision0.002.10-0.33-1.492.22
Net Interest Income After Loan Loss Provision170.84148.64114.54102.7097.22
Non-Interest Income79.1990.2373.8995.75158.89
Non-Interest Expense140.74129.23115.69153.77222.42
Operating Income109.30109.6472.7544.6933.69
Unusual Expense-0.000.000.000.00
Net Income Before Taxes109.30110.3972.8844.6933.69
Income Taxes27.3926.9817.7210.9310.46
Consolidated Net Income81.9283.4155.1633.7623.24
Net Income From Continuing Operations81.9283.4155.1633.7623.24
Net Income75.3171.6247.1624.1113.58
EPS (Recurring)-2.111.370.700.40
EPS (Basic, Before Extraordinaries)2.172.141.370.700.40
EPS (Diluted)2.132.111.370.700.40
Non-Operating Income (Expense)-0.000.000.000.00
Other After Tax Adjustments-0.000.000.000.00
Price To Earnings Ratio7.437.438.81--
Price To Sales Ratio1.021.21---
Operating Margin21.6623.3118.5912.3110.37
Net Margin14.9215.2212.056.644.18
Shares Outstanding34.5834.4934.3234.3234.32
Market Capitalization547.78547.78581.79--

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Interest Income110.77107.04101.50106.12101.8493.0979.1582.70
Total Interest Expense67.1164.6260.2362.6361.5156.5748.7652.68
Net Interest Income43.6642.4241.2743.5040.3336.5230.3930.02
Loan Loss Provision0.840.21-0.45-0.610.830.581.29-0.45
Net Interest Income After Loan Loss Provision42.8142.2141.7244.1039.5035.9429.0930.47
Non-Interest Income12.3122.3922.7821.7124.4222.7623.1613.71
Non-Interest Expense36.1035.7235.0733.8534.7532.0529.6629.66
Operating Income19.0228.8929.4331.9729.1726.6522.5914.52
Unusual Expense-0.000.000.000.000.000.000.00
Net Income Before Taxes19.0228.8929.4331.9729.1726.6522.5914.65
Income Taxes4.657.147.278.327.006.315.353.66
Consolidated Net Income14.3821.7522.1523.6422.1720.3417.2510.99
Net Income From Continuing Operations14.3821.7522.1523.6422.1720.3417.2510.99
Net Income13.9221.2921.7018.4020.1318.0515.048.85
EPS (Recurring)-0.600.620.520.570.510.490.26
EPS (Basic, Before Extraordinaries)0.400.610.630.530.580.520.500.26
EPS (Diluted)0.390.600.620.520.570.510.490.26
Non-Operating Income (Expense)-0.000.000.000.000.000.000.00
Other After Tax Adjustments-0.000.000.000.000.000.000.00
Price To Earnings Ratio7.438.638.228.74----
Price To Sales Ratio1.021.341.231.251.371.141.08-
Operating Margin15.4622.3223.6825.0123.1123.0122.0815.06
Net Margin11.3116.4517.4614.3915.9515.5814.709.18
Shares Outstanding34.5834.5834.4934.4934.3634.3634.3234.32
Market Capitalization547.78663.28595.37576.64586.95471.14370.88373.78

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY
Cash & Due from Banks496.46376.30351.89274.23
Investments398.17299.92439.03892.75
Net Loans6,011.094,416.563,768.903,023.77
Investment in Unconsolidated Affiliates0.000.000.000.00
Customer Liability on Acceptances0.000.000.000.00
Real Estate Assets1.70---
Net Property, Plant & Equipment28.5727.2929.3029.57
Interest Receivables28.300.000.000.00
Deferred Tax Assets5.836.045.885.14
Other Intangible Assets58.53103.94169.36180.02
Total Assets7,028.655,230.054,764.364,405.49
Total Deposits4,869.673,422.552,925.562,921.30
Total Debt1,537.411,302.681,314.37981.25
Long Term Debt1,117.411,158.931,218.12981.25
Provision for Risks Charges0.061.201.600.00
Deferred Tax Liabilities9.619.5230.0233.56
Other Liabilities42.8631.6162.2052.06
Total Liabilities6,459.614,767.564,333.743,988.18
Preferred Stock - Carrying Value0.000.000.000.00
Common Equity569.04462.49430.62417.31
Total Shareholders Equity569.04462.49430.62417.31
Accumulated Minority Interest0.000.000.000.00
Total Equity569.04462.49430.62417.31
Total Liabilities & Stockholders Equity7,028.655,230.054,764.364,405.49
Book Value Per Share16.5013.4812.5512.16
Tangible Book Value Per Share16.4513.4212.4211.99
Full-Time Employees483491--
Price to Book Ratio0.880.93--
Return on Assets1.361.100.74-
Return on Equity16.1712.357.96-
Return on Invested Capital4.953.402.051.66
Current Ratio0.110.120.140.76

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY
Funds from Operations-18.2041.63-26.40-70.52
Extraordinary Item-0.000.000.000.00
Changes in Working Capital-26.09-21.822.29-9.00
Cash from Operating Activities-44.2919.81-24.11-79.52
Capital Expenditures--3.06-1.05-5.53-5.10
Net Assets From Acquisitions-0.000.000.000.00
Sale of Fixed Assets and Businesses-0.000.000.000.00
Purchase or Sale of Investments-7.337.120.79-4.53
Purchase of Investments-0.00-4.000.00-5.82
Sale Or Maturity of Investments-7.3311.120.791.29
Federal Home Loan Advances Increase (Decrease)--10.54-2.096.045.40
Other Uses--1.10-2.08-1.57-0.82
Other Sources-2.5787.051.6828.53
Cash from Investing Activities--1,629.74-458.24-222.41255.90
Cash Dividends Paid--11.43-11.58-12.22-17.41
Preferred Dividends (Cash Flow)--8.21-9.01-9.65-9.66
Change in Capital Stock-34.45-12.19-0.62-1.25
Repurchase of Common Pref Stock--82.17-12.34-0.62-1.50
Sale of Common Pref Stock-116.620.150.000.24
Proceedsfrom Stock Options-116.580.000.000.20
Issuance or Reduction of Debt, Net-235.49-10.40332.75-322.00
Change in Long Term Debt-235.49-10.40332.75-322.00
Issuance of Long Term Debt-1,282.19379.11350.001,265.00
Reduction of Long Term Debt--1,046.70-389.51-17.25-1,587.00
Net Financing Active Other Cash Flow-0.000.000.000.00
Cash from Financing Activities-1,705.62462.83324.17-354.76
Net Change in Cash-120.1624.4177.66-178.37
Free Cash Flow-41.5318.76-26.92-82.91
Price to Free Cash Flow-18.88---

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Cash & Due from Banks489.90538.36487.62496.46419.16415.66
Investments256.39398.12389.91398.17349.91415.26
Net Loans6,783.736,470.726,401.506,011.095,954.985,484.43
Investment in Unconsolidated Affiliates-0.000.000.000.000.00
Net Property, Plant & Equipment26.6928.0728.7928.5728.7628.68
Interest Receivables-29.2026.5028.3025.6023.70
Deferred Tax Assets-6.126.105.836.566.19
Other Intangible Assets107.0762.5058.1658.5361.1663.16
Total Assets7,666.617,536.077,401.987,028.656,846.146,437.09
Total Deposits5,443.765,233.315,001.424,869.674,769.644,474.07
Total Debt1,544.541,630.571,749.671,537.411,399.341,304.11
Long Term Debt1,544.541,205.081,324.671,117.411,324.341,131.61
Provision for Risks Charges-0.300.310.060.310.33
Deferred Tax Liabilities5.7910.7610.219.619.219.33
Other Liabilities47.8349.4850.3842.8644.1244.97
Total Liabilities7,041.926,924.436,811.986,459.616,222.615,832.81
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity624.69611.65589.99569.04623.52604.28
Total Shareholders Equity624.69611.65589.99569.04623.52604.28
Accumulated Minority Interest-0.000.000.000.000.00
Total Equity624.69611.65589.99569.04623.52604.28
Total Liabilities & Stockholders Equity7,666.617,536.077,401.987,028.656,846.146,437.09
Book Value Per Share18.0617.6917.1016.5018.1417.58
Tangible Book Value Per Share18.0317.6517.0616.4518.1017.53
Full-Time Employees---483--
Price to Book Ratio0.881.121.050.920.970.80
Return on Assets1.131.281.331.36--
Return on Equity13.1314.7615.0116.17--
Return on Invested Capital0.661.201.161.401.141.17
Current Ratio0.270.110.110.110.110.11

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Funds from Operations-9.7024.87-25.4787.05-66.16
Extraordinary Item-0.000.000.000.000.00
Changes in Working Capital--5.8312.82-2.793.38-6.14
Cash from Operating Activities-3.8637.69-28.2690.43-72.30
Capital Expenditures--0.16-0.42-0.51-0.79-1.44
Net Assets From Acquisitions-0.000.000.000.000.00
Sale of Fixed Assets and Businesses-0.000.000.000.000.00
Purchase or Sale of Investments-0.270.000.014.610.64
Purchase of Investments-0.000.000.000.000.00
Sale Or Maturity of Investments-0.270.000.014.610.64
Other Uses--0.27-0.32-0.14-0.23-0.32
Other Sources-1.180.890.420.481.04
Cash from Investing Activities--65.93-388.84-54.51-473.70-386.02
Cash Dividends Paid--1.32-1.31-2.59-2.84-3.16
Preferred Dividends (Cash Flow)--0.45-0.45-1.73-1.98-2.30
Change in Capital Stock-1.230.00-75.53-0.060.42
Repurchase of Common Pref Stock-0.000.00-77.27-0.060.00
Sale of Common Pref Stock-1.230.001.750.000.42
Proceedsfrom Stock Options-1.230.001.720.000.42
Issuance or Reduction of Debt, Net--119.00211.87138.1694.11-96.23
Change in Long Term Debt--119.00211.87138.1694.11-96.23
Issuance of Long Term Debt-356.00641.87323.15566.61177.52
Reduction of Long Term Debt--475.00-430.00-185.00-472.50-273.75
Net Financing Active Other Cash Flow-0.000.000.000.000.00
Cash from Financing Activities-112.81342.31160.07386.77552.48
Net Change in Cash-50.74-8.8477.303.5094.16
Free Cash Flow-3.7037.27-28.7789.64-73.44
Price to Free Cash Flow-7.2441.1219.578.8621.26

Revenue breakdown

United States2024: 187.14M 2025: 241.72M
Morgage Warehouse (MPP)2024: 43.68M 2025: 73.60M
Retail Banking2024: 143.46M 2025: 168.12M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-304.35%0.7M17.2M259.84K
2026-10-154.11%0.7M17.2M232.04K
2026-09-303.83%0.7M17.2M221.23K
2026-09-153.46%0.6M17.2M208.34K
2026-08-313.95%0.7M17.1M190.06K
2026-08-143.51%0.6M17.3M178.74K
2026-07-313.11%0.5M17.3M174.35K
2026-07-152.57%0.4M17.3M163.56K
2026-06-301.83%0.3M17.7M162.60K
2026-06-152.83%0.5M17.7M155.07K
2026-05-292.42%0.4M17.7M171.88K
2026-05-151.51%0.3M17.7M186.12K
2026-04-301.54%0.3M17.7M206.12K
2026-04-151.66%0.3M17.7M258.93K
2026-03-311.74%0.3M17.7M326.03K
2026-03-132.56%0.5M17.6M362.29K
2026-02-271.86%0.3M17.6M362.68K
2026-02-131.89%0.3M17.6M351.89K
2026-01-302.12%0.4M17.8M333.58K
2026-01-152.78%0.5M17.8M272.52K

Option chain

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

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-10-294Statement of changes in beneficial ownership of securities2026-10-28SEC
2026-10-288-KCurrent report2026-10-26SEC
2026-10-274Statement of changes in beneficial ownership of securities2026-10-23SEC
2026-10-274Statement of changes in beneficial ownership of securities2026-10-23SEC
2026-10-274Statement of changes in beneficial ownership of securities2026-10-23SEC
2026-10-268-KCurrent report2026-10-26SEC
2026-10-208-KCurrent report2026-10-20SEC
2026-10-068-KCurrent report2026-10-06SEC
2026-09-223Initial statement of beneficial ownership of securities2026-09-14SEC
2026-09-024Statement of changes in beneficial ownership of securities2026-09-01SEC
2026-08-288-KCurrent report2026-08-28SEC
2026-08-264Statement of changes in beneficial ownership of securities2026-08-25SEC
2026-08-174Statement of changes in beneficial ownership of securities2026-08-14SEC
2026-08-144Statement of changes in beneficial ownership of securities2026-08-13SEC
2026-08-14144Filing for proposed sale of securities under Rule 144.SEC
2026-08-14144Filing for proposed sale of securities under Rule 144.SEC
2026-08-13144Filing for proposed sale of securities under Rule 144.SEC
2026-08-13144Filing for proposed sale of securities under Rule 144.SEC
2026-08-1310-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-08-13SCHEDULE 13G/ASEC
2026-08-13SCHEDULE 13G/ASEC
2026-08-13SCHEDULE 13G/ASEC
2026-08-054Statement of changes in beneficial ownership of securities2026-08-03SEC
2026-08-04144Filing for proposed sale of securities under Rule 144.SEC
2026-08-04144Filing for proposed sale of securities under Rule 144.SEC
2026-08-03144Filing for proposed sale of securities under Rule 144.SEC
2026-08-03144Filing for proposed sale of securities under Rule 144.SEC
2026-07-218-KCurrent report2026-07-21SEC
2026-07-13SCHEDULE 13G/ASEC
2026-07-024Statement of changes in beneficial ownership of securities2026-07-01SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-101.82M500
2026-091.42M100
2026-081.33M2131.80K4
2026-0700144.72K1
2026-0600131.76K4
2026-05857.28K2133.65K1
2026-040000
2026-039.09K11.01M1
2026-02635.95K200
2026-0100289.97K2
2025-120000
2025-110000

Institutional holders

Manager% owned
WELLINGTON MANAGEMENT GROUP LLP10.56%
ADAGE CAPITAL PARTNERS GP, L.L.C.8.21%
BlackRock, Inc.4.62%
MORGAN STANLEY2.65%
VANGUARD CAPITAL MANAGEMENT LLC2.61%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC2.19%
GEODE CAPITAL MANAGEMENT, LLC1.98%
AMERICAN CENTURY COMPANIES INC1.98%
ALGEBRIS1.86%
Plante Moran Financial Advisors, LLC1.49%

Funds

Fund% owned
Angel Oak Financial Strategies Income Term Trust11.57%
Thompson Bond Fund8.68%
VANGUARD TOTAL STOCK MARKET INDEX FUND2.21%
Avantis U.S. Small Cap Value ETF1.85%
iShares Russell 2000 ETF1.61%
Column Small Cap Select Fund1.20%
Columbia Small Cap Value Discovery Fund0.74%
Fidelity Small Cap Index Fund0.65%
iShares Russell 2000 Value ETF0.60%
RMB Mendon Financial Services Fund0.58%

OakChart. NPB. Cached 15 minutes.