BMRC Bank of Marin Bancorp - Common Stock

NASDAQ · Banking · Auf SEC EDGAR ansehen ↗
$28,14
Kurs · Aug 18, 2026
Fundamentaldaten per Aug 6, 2026
52W-Spanne
$22–$31
67% of range
Analystenbewertung
BUY
12 analysts
Kursziel
$32
+13% upside
P/E (TTM)
-12.6
ROE
-8.6%
Nettogewinnmarge
-121.4%

BMRC Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne

Kurs
$28.14
Marktkapitalisierung
$456M
P/E (TTM)
-12.6
EPS (TTM)
$-2.24
Umsatz (TTM)
—
Dividendenrendite
3.5%
ROE
-8.6%
Verschuldungsgrad
—
52W-Spanne
$23 – $31

BMRC Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen

10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends

Umsatz & Nettoergebnis —
EPS $-2.24
10-point trend, -159.3%
2016-12-31 → 2025-12-31
Freier Cashflow $37M
9-point trend, +52.7%
2016-12-31 → 2025-12-31
Margen -121.4%

Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?

Kennzahl
5-Jahres-Trend
BMRC
Peer-Median
P/E (TTM)
5-point trend, -171.7%
-12.6
12.8
P/S (TTM) (K/V (TTM))
5-point trend, +176.6%
15.5
2.6
P/B (K/B)
5-point trend, -19.4%
1.2
1.0
Price / FCF (Kurs / FCF)
5-point trend, -16.2%
12.2
—

Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC

Kennzahl
5-Jahres-Trend
BMRC
Peer-Median
Net Profit Margin (Nettogewinnmarge)
5-point trend, -520.5%
-121.4%
25.9%
ROA
5-point trend, -202.2%
-0.94%
0.99%
ROE
5-point trend, -217.1%
-8.6%
9.2%

Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke

Kennzahl
5-Jahres-Trend
BMRC
Peer-Median

Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR

Kennzahl
5-Jahres-Trend
BMRC
Peer-Median
Revenue YoY (Umsatz YoY)
-58.1%
—
Revenue CAGR 3Y (Umsatz CAGR 3J)
-40.3%
—
Revenue CAGR 5Y (Umsatz CAGR 5J)
-22.5%
—
EPS YoY (EPS VjV)
5-point trend, -197.4%
-57.5%
—
Net Income YoY (Nettogewinn YoY)
5-point trend, -207.4%
-57.3%
—

Kennzahlen pro Aktie EPS, Buchwert pro Aktie, Cashflow pro Aktie, Dividende pro Aktie

Kennzahl
5-Jahres-Trend
BMRC
Peer-Median
EPS (Diluted) (EPS (Verwässert))
5-point trend, -197.4%
$-2.24
—

Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag

Kennzahl
5-Jahres-Trend
BMRC
Peer-Median
Payout Ratio (Ausschüttungsquote)
5-point trend, -214.6%
-45.2%
—

Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR

Dividendenrendite
3.5%
Ausschüttungsquote
-45.2%
5J Div CAGR
—
Ex-DatumBetrag
6. August 2026$0,2500
7. Mai 2026$0,2500
5. Februar 2026$0,2500
6. November 2025$0,2500
7. August 2025$0,2500
8. Mai 2025$0,2500
6. Februar 2025$0,2500
7. November 2024$0,2500
8. August 2024$0,2500
8. Mai 2024$0,2500
7. Februar 2024$0,2500
2. November 2023$0,2500
3. August 2023$0,2500
4. Mai 2023$0,2500
2. Februar 2023$0,2500
4. November 2022$0,2500
4. August 2022$0,2500
5. Mai 2022$0,2400
3. Februar 2022$0,2400
4. November 2021$0,2400

BMRC Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial

KAUF 12 Analysten
  • Starker Kauf 2 16,7%
  • Kauf 5 41,7%
  • Halten 5 41,7%
  • Verkauf 0 0,0%
  • Starker Verkauf 0 0,0%

12-Monats-Kursziel

5 Analysten · 2026-08-13
Median-Ziel $32.00 +13,7%
Mittelwert-Ziel $31.80 +13,0%

Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum

Durchschn. Überraschung
0.01%
Zeitraum EPS Actual EPS est. Überraschung
30. Juni 2026 $0.58 $0.53 0.05%
31. März 2026 $0.53 $0.56 -0.03%
31. Dezember 2025 $0.59 $0.51 0.08%
30. September 2025 $0.47 $0.43 0.04%
30. Juni 2025 $0.30 $0.35 -0.05%
31. März 2025 $0.30 $0.32 -0.02%

Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen

Ticker Marktkapitalisierung P/E Umsatz Vj. Nettomarge ROE Bruttogewinnmarge
BMRC $419M -11.6 -58.1% -121.4% -8.6% —
WTBA $376M 11.6 19.4% 34.2% 12.8% —
CBAN $379M 11.2 14.5% 21.4% 8.4% —
CZNC $359M 12.3 13.3% 19.1% 7.5% —
RBB $352M 11.3 -2.4% 618.3% 6.1% —
AVBC $337M -93.4 14.7% -3.2% -1.1% —
PLBC $311M 9.8 — 30.1% 13.0% —
PBFS $338M 16.2 15.2% 128.3% 6.4% —
ISTR $262M 12.5 7.5% 25.4% 8.2% —
TFC $62.13B 12.9 53.0% 26.1% 8.2% —

Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow

Gewinn- und Verlustrechnung 9
Jährliche Gewinn- und Verlustrechnung-Daten für BMRC
Kennzahl Trend 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +1463.8% · · $37M $3M $3M $3M $5M $4M $2M $2M $2M $2M
Interest Income 12-point trend, +109.4% $152M $141M $139M $130M $108M $100M $100M $95M $77M $75M $69M $73M
Pretax Income 12-point trend, -266.8% $-52M $-14M $26M $64M $45M $41M $46M $43M $29M $36M $29M $31M
Income Tax 12-point trend, -243.7% $-17M $-5M $6M $17M $12M $10M $12M $11M $13M $13M $10M $12M
Net Income 12-point trend, -280.4% $-36M $-8M $20M $47M $33M $30M $34M $33M $16M $23M $18M $20M
EPS (Basic) 12-point trend, -166.9% $-2.24 $-0.52 $1.24 $2.93 $2.32 $2.24 $2.51 $2.35 $1.29 $3.81 $3.09 $3.35
EPS (Diluted) 12-point trend, -168.1% $-2.24 $-0.52 $1.24 $2.92 $2.30 $2.22 $2.48 $2.33 $1.27 $3.78 $3.04 $3.29
Shares (Basic) 12-point trend, +170.5% 15,942,000 16,042,000 16,012,000 15,921,000 14,340,000 13,525,000 13,620,000 13,864,000 12,392,000 6,073,000 5,966,000 5,893,000
Shares (Diluted) 12-point trend, +165.4% 15,942,000 16,042,000 16,026,000 15,969,000 14,422,000 13,617,000 13,794,000 14,029,000 12,545,000 6,115,000 6,065,000 6,006,000
Bilanz 14
Jährliche Bilanz-Daten für BMRC
Kennzahl Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +1000.0% $35M $10M $7M $4M $7M $5M $10M $19M $3M $4M $4M $3M
PP&E (Net) 6-point trend, -38.4% · · · · · · $6M $7M $9M $9M $9M $10M
PP&E (Gross) 6-point trend, +14.7% · · · · · · $26M $26M $26M $25M $24M $23M
Accum. Depreciation 6-point trend, +54.8% · · · · · · $20M $18M $17M $16M $14M $13M
Goodwill 12-point trend, +1030.4% $73M $73M $73M $73M $73M $30M $30M $30M $30M $6M $6M $6M
Intangibles 2-point trend, -16.6% · · · · · · · · · · $3M $4M
Total Assets 12-point trend, +118.5% $3.90B $3.70B $3.80B $4.15B $4.31B $2.91B $2.71B $2.52B $2.47B $2.02B $2.03B $1.79B
Total Liabilities 12-point trend, +121.2% $3.51B $3.27B $3.36B $3.74B $3.86B $2.55B $2.37B $2.20B $2.17B $1.79B $1.82B $1.59B
Common Stock 12-point trend, +160.7% $215M $216M $217M $215M $213M $126M $129M $141M $144M $87M $85M $82M
Retained Earnings 12-point trend, +70.1% $198M $250M $275M $271M $240M $220M $203M $180M $156M $146M $130M $117M
AOCI 12-point trend, -1792.9% $-18M $-30M $-53M $-74M $-2M $13M $5M $-4M $-2M $-3M $193.0K $1M
Stockholders' Equity 12-point trend, +97.3% $395M $435M $439M $412M $450M $358M $337M $316M $297M $231M $214M $200M
Liabilities + Equity 12-point trend, +118.5% $3.90B $3.70B $3.80B $4.15B $4.31B $2.91B $2.71B $2.52B $2.47B $2.02B $2.03B $1.79B
Shares Outstanding 12-point trend, +171.1% 16,102,687 16,089,454 16,158,413 16,029,138 15,929,243 13,500,453 13,577,008 13,844,353 13,843,084 12,254,628 6,068,543 5,939,482
Cashflow 13
Jährliche Cashflow-Daten für BMRC
Kennzahl Trend 202520242023202220212020201920182017201620152014
D&A 5-point trend, +35.2% · · · · · · · $2M $2M $2M $2M $2M
Stock-based Comp 12-point trend, +82.7% $815.0K $630.0K $522.0K $963.0K $972.0K $1M $2M $2M $1M $985.0K $636.0K $446.0K
Deferred Tax 12-point trend, -86060.0% $-17M $-5M $84.0K $-434.0K $216.0K $-2M $-1M $-1M $5M $-158.0K $462.0K $-20.0K
Amort. of Intangibles 12-point trend, +13.5% $875.0K $975.0K $1M $1M $1M $853.0K $887.0K $921.0K $529.0K $533.0K $619.0K $771.0K
Operating Cash Flow 12-point trend, +107.2% $39M $28M $36M $55M $45M $41M $41M $42M $27M $25M $24M $19M
CapEx 12-point trend, -22.1% $2M $520.0K $2M $2M $1M $981.0K $542.0K $907.0K $1M $1M $1M $2M
Investing Cash Flow 12-point trend, -303.2% $-172M $195M $335M $-218M $-341M $-173M $-21M $-225M $8M $24M $-263M $-43M
Dividends Paid 12-point trend, +240.7% $16M $16M $16M $16M $13M $13M $11M $9M $7M $6M $5M $5M
Financing Cash Flow 12-point trend, +672.2% $221M $-117M $-385M $-139M $443M $150M $129M $14M $120M $-27M $225M $-39M
Net Change in Cash 12-point trend, +241.0% $88M $107M $-15M $-302M $147M $17M $149M $-169M $155M $22M $-15M $-62M
Taxes Paid 5-point trend, -96.5% $429.0K $2M $8M $14M $12M · · · · · · ·
Free Cash Flow 11-point trend, +125.5% $37M $28M $34M $53M $44M · $40M $41M $26M $24M $22M $17M
Levered FCF 9-point trend, -61.2% · · $6M $51M $42M · $37M $39M $25M $23M $21M $15M
Rentabilität 4
Jährliche Rentabilität-Daten für BMRC
Kennzahl Trend 202520242023202220212020201920182017201620152014
Net Margin 11-point trend, -588.1% -121.4% -11.5% 18.5% 33.7% 28.9% · 32.7% 32.1% 19.2% 28.1% 24.1% 24.9%
Pretax Margin 11-point trend, -551.1% -178.6% -18.9% 24.2% 45.9% 39.0% · 43.8% 42.7% 34.7% 44.3% 37.9% 39.6%
ROA 11-point trend, -185.5% -0.94% -0.22% 0.50% 1.1% 0.92% · 1.3% 1.3% 0.71% 1.1% 0.97% 1.1%
ROE 11-point trend, -182.5% -8.6% -1.9% 4.6% 11.5% 7.3% · 10.2% 10.4% 5.9% 10.4% 8.9% 10.4%
Effizienz 1
Jährliche Effizienz-Daten für BMRC
Kennzahl Trend 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, -82.6% 0.0 0.0 0.0 0.0 0.0 · 0.0 0.0 0.0 0.0 0.0 0.0
Pro Aktie 6
Jährliche Pro Aktie-Daten für BMRC
Kennzahl Trend 202520242023202220212020201920182017201620152014
Book Value / Share 11-point trend, -27.2% $24.51 $27.06 $27.17 $25.71 $28.27 · $24.81 $22.85 $42.91 $37.63 $35.34 $33.68
Revenue / Share 11-point trend, -86.1% $1.84 $4.57 $6.72 $8.67 $7.98 · $7.59 $7.25 $13.25 $13.46 $12.59 $13.23
Cash Flow / Share 11-point trend, -21.9% $2.45 $1.77 $2.23 $3.46 $3.14 · $2.97 $3.00 $4.30 $4.16 $3.90 $3.14
Cash / Share 11-point trend, +305.7% $2.19 $0.64 $0.45 $0.28 $0.42 · $0.70 $1.38 $0.46 $0.57 $0.63 $0.54
Dividend Paid / Share 12-point trend, +25.0% $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 12-point trend, -168.1% $-2.24 $-0.52 $1.24 $2.92 $2.30 $2.22 $2.48 $2.33 $1.27 $3.78 $3.04 $3.29
Wachstumsraten 8
Jährliche Wachstumsraten-Daten für BMRC
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -719.3% -58.1% -33.3% -23.9% 20.3% 9.4% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -100950.0% -40.3% -15.2% 0.04% · · · · · · · · ·
Revenue CAGR 5Y -22.5% · · · · · · · · · · ·
EPS YoY 3-point trend, -1698.1% · · -57.5% 27.0% 3.6% · · · · · · ·
EPS CAGR 3Y · · -17.6% · · · · · · · · ·
Net Income YoY 3-point trend, -680.4% · · -57.3% 40.2% 9.9% · · · · · · ·
Net Income CAGR 3Y · · -13.0% · · · · · · · · ·
Dividend CAGR 5Y 5.2% · · · · · · · · · · ·
Bewertung (TTM) 13
Jährliche Bewertung (TTM)-Daten für BMRC
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, -63.0% $29M $70M $105M $138M $115M $105M $105M $102M $83M $82M $76M $79M
Net Income TTM 12-point trend, -280.4% $-36M $-8M $20M $47M $33M $30M $34M $33M $16M $23M $18M $20M
Market Cap 11-point trend, +168.2% $419M $382M $356M $527M $593M · $612M $571M $235M $214M $162M $156M
P/E 12-point trend, -245.3% -11.6 -45.7 17.8 11.3 16.2 15.5 18.2 17.7 26.8 9.2 8.8 8.0
P/S 11-point trend, +625.3% 14.3 5.4 3.4 3.8 5.2 · 5.8 5.6 2.8 2.6 2.1 2.0
P/B 11-point trend, +35.9% 1.1 0.9 0.8 1.3 1.3 · 1.8 1.8 0.8 0.9 0.8 0.8
P / Tangible Book 6-point trend, -7.9% 1.3 1.1 1.0 1.6 1.6 1.4 · · · · · ·
P / Cash Flow 11-point trend, +29.4% 10.7 13.5 10.0 9.5 13.1 · 14.9 13.6 8.7 8.4 6.8 8.3
P / FCF 11-point trend, +18.9% 11.2 13.7 10.5 9.9 13.4 · 15.1 13.9 9.2 8.8 7.3 9.5
Dividend Yield 11-point trend, +27.1% 3.9% 4.2% 4.5% 3.0% 2.2% · 1.8% 1.6% 2.9% 2.9% 3.3% 3.0%
Earnings Yield 12-point trend, -168.8% -8.6% -2.2% 5.6% 8.9% 6.2% 6.5% 5.5% 5.7% 3.7% 10.8% 11.4% 12.5%
Payout Ratio 11-point trend, -288.8% -45.2% -192.6% 81.0% 33.6% 39.5% · 32.0% 27.2% 43.2% 26.9% 29.2% 23.9%
Annual Payout 12-point trend, +240.7% $16M $16M $16M $16M $13M $13M $11M $9M $7M $6M $5M $5M

Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre

Gewinn- und Verlustrechnung
2025-12-312024-12-312023-12-312022-12-312021-12-31
Nettoergebnis $-36M$-8M$20M$47M$33M
Verwässerte EPS $-2.24$-0.52$1.24$2.92$2.30
Cashflow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Freier Cashflow $37M$28M$34M$53M$44M

Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten

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Wählen Sie die Kennzahlen, die für Sie wichtig sind — klicken Sie auf das ➕ neben jeder Zeile in den vollständigen Fundamentaldaten oben.

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Institutionelle Eigentümer (13F) 156 Einreicher · $233.0M gesamt · Stand 30. Juni 2026

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
24 (+8 vs. Vorquartal) 11 (+2 vs. Vorquartal) 44 (0 vs. Vorquartal) 34 (-6 vs. Vorquartal) +1.3M

Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.

Institution Wert Aktien % der verfolgten 13F Typ
VANGUARD CAPITAL MANAGEMENT LLC $18.224.966 657.941 7,82% Aktien
DIMENSIONAL FUND ADVISORS LP $18.206.351 657.269 7,81% Aktien
ALLIANCEBERNSTEIN L.P. $15.729.746 613.724 6,75% Aktien
HoldCo Asset Management, LP $13.972.185 504.411 6,00% Aktien
MANUFACTURERS LIFE INSURANCE COMPANY, THE $12.642.308 456.401 5,43% Aktien
AMERIPRISE FINANCIAL INC $11.605.330 418.965 4,98% Aktien
TWO SIGMA INVESTMENTS, LP $10.015.627 361.575 4,30% Aktien
GEODE CAPITAL MANAGEMENT, LLC $9.833.773 354.912 4,22% Aktien
STATE STREET CORP $9.537.498 344.314 4,09% Aktien
HEARTLAND ADVISORS INC $9.016.572 325.508 3,87% Aktien
ALGEBRIS (UK) LTD $8.091.645 293.040 3,47% Aktien
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $7.318.229 264.196 3,14% Aktien
Qube Research & Technologies Ltd $5.078.269 183.331 2,18% Aktien
CITADEL ADVISORS LLC $5.068.878 182.992 2,18% Aktien
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $3.806.756 137.428 1,63% Aktien
RENAISSANCE TECHNOLOGIES LLC $3.666.954 132.381 1,57% Aktien
VANGUARD PORTFOLIO MANAGEMENT LLC $3.456.905 124.798 1,48% Aktien
KENNEDY CAPITAL MANAGEMENT LLC $3.348.764 120.894 1,44% Aktien
Westmount Partners, LLC $3.198.907 115.484 1,37% Aktien
VANGUARD FIDUCIARY TRUST CO $2.926.173 105.638 1,26% Aktien
TWO SIGMA ADVISERS, LP $2.886.174 110.964 1,24% Aktien
LOS ANGELES CAPITAL MANAGEMENT LLC $2.766.981 99.891 1,19% Aktien
Bank of Marin $2.688.174 97.046 1,15% Aktien
VANGUARD GROUP INC $2.595.564 99.791 1,11% Aktien
ALGERT GLOBAL LLC $2.573.829 92.918 1,10% Aktien
Quantinno Capital Management LP $2.506.041 90.470 1,08% Aktien
BOOTHBAY FUND MANAGEMENT, LLC $2.190.793 79.090 0,94% Aktien
D. E. Shaw & Co., Inc. $2.013.541 72.691 0,86% Aktien
PMC FIG Opportunities LLC $1.965.564 70.959 0,84% Aktien
Fisher Asset Management, LLC $1.910.357 68.966 0,82% Aktien
Perigon Wealth Management, LLC $1.686.570 60.887 0,72% Aktien
BlackRock, Inc. $1.684.215 60.802 0,72% Aktien
Trexquant Investment LP $1.475.634 53.272 0,63% Aktien
Bank of New York Mellon Corp $1.409.681 50.891 0,61% Aktien
Point72 Asset Management, L.P. $1.116.365 40.302 0,48% Aktien
Connor, Clark & Lunn Investment Management Ltd. $1.115.008 40.253 0,48% Aktien
AMERICAN CENTURY COMPANIES INC $1.062.501 38.357 0,46% Aktien
Private Wealth Partners, LLC $1.024.429 36.983 0,44% Aktien
UNITED CAPITAL FINANCIAL ADVISORS, LLC $959.556 34.641 0,41% Aktien
MILLENNIUM MANAGEMENT LLC $910.665 32.876 0,39% Aktien
Squarepoint Ops LLC $907.535 32.763 0,39% Aktien
GOLDMAN SACHS GROUP INC $890.361 32.143 0,38% Aktien
RBF Capital, LLC $831.000 30.000 0,36% Aktien
SummerHaven Investment Management, LLC $792.469 28.609 0,34% Aktien
BARCLAYS PLC $734.438 26.514 0,32% Aktien
BANK OF AMERICA CORP /DE/ $677.930 24.474 0,29% Aktien
Wealthspire Advisors, LLC $671.192 24.231 0,29% Aktien
Freestone Capital Holdings, LLC $644.247 23.258 0,28% Aktien
Cubist Systematic Strategies, LLC $634.999 26.153 0,27% Aktien
PRUDENTIAL FINANCIAL INC $628.014 22.672 0,27% Aktien
Cerity Partners LLC $606.630 21.900 0,26% Aktien
CALDWELL SUTTER CAPITAL, INC. $564.803 20.390 0,24% Aktien
XTX Topco Ltd $558.571 20.165 0,24% Aktien
STATE OF WISCONSIN INVESTMENT BOARD $533.336 19.254 0,23% Aktien
RHUMBLINE ADVISERS $520.781 18.801 0,22% Aktien
LPL Financial LLC $501.728 18.113 0,22% Aktien
PRINCETON CAPITAL MANAGEMENT LLC $417.134 15.059 0,18% Aktien
BRIDGEWAY CAPITAL MANAGEMENT, LLC $416.802 15.047 0,18% Aktien
MORGAN STANLEY $410.709 14.827 0,18% Aktien
DEUTSCHE BANK AG\ $404.669 14.609 0,17% Aktien
Bridge City Capital, LLC $392.509 14.170 0,17% Aktien
IEQ CAPITAL, LLC $379.775 13.710 0,16% Aktien
FIDUCIARY FINANCIAL GROUP, LLC $360.588 14.069 0,15% Aktien
PANAGORA ASSET MANAGEMENT INC $342.788 12.375 0,15% Aktien
Apella Capital, LLC $340.920 12.000 0,15% Aktien
R Squared Ltd $338.134 12.207 0,15% Aktien
BNP PARIBAS FINANCIAL MARKETS $333.148 12.027 0,14% Aktien
Beacon Pointe Advisors, LLC $308.868 12.051 0,13% Aktien
Brevan Howard Capital Management LP $281.848 10.175 0,12% Aktien
LODESTAR PRIVATE ASSET MANAGEMENT LLC $281.321 10.156 0,12% Aktien
MERCER GLOBAL ADVISORS INC /ADV $277.914 10.033 0,12% Aktien
AlphaQuest LLC $276.746 10.640 0,12% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $266.197 9.357 0,11% Aktien
Atom Investors LP $263.205 9.502 0,11% Aktien
OCCUDO QUANTITATIVE STRATEGIES LP $258.940 9.348 0,11% Aktien
Susquehanna Portfolio Strategies, LLC $257.693 9.303 0,11% Aktien
KCM INVESTMENT ADVISORS LLC $255.948 9.240 0,11% Aktien
CHOREO, LLC $251.900 9.094 0,11% Aktien
WULFF, HANSEN & CO. $236.613 8.542 0,10% Aktien
MetLife Investment Management, LLC $227.888 8.227 0,10% Aktien
Lion Street Advisors, LLC $224.837 5.900 0,10% Aktien
BLAIR WILLIAM & CO/IL $210.603 7.603 0,09% Aktien
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $190.992 6.895 0,08% Aktien
Vanguard Global Advisers, LLC $180.632 6.521 0,08% Aktien
JPMORGAN CHASE & CO $171.251 6.207 0,07% Aktien
CWM, LLC $170.388 6.648 0,07% Aktien
CITIGROUP INC $167.696 6.054 0,07% Aktien
Invesco Ltd. $165.452 5.973 0,07% Aktien
NEW YORK STATE COMMON RETIREMENT FUND $164.344 5.933 0,07% Aktien
US BANCORP \DE\ $163.652 5.908 0,07% Aktien
MARSHALL WACE, LLP $148.555 5.363 0,06% Aktien
Arax Advisory Partners $137.004 4.946 0,06% Aktien
Police & Firemen's Retirement System of New Jersey $114.512 4.134 0,05% Aktien
UBS Group AG $108.418 3.914 0,05% Aktien
Nuveen, LLC $108.418 3.914 0,05% Aktien
Allworth Financial LP $87.477 3.158 0,04% Aktien
Parallel Advisors, LLC $86.119 3.109 0,04% Aktien
Rockefeller Capital Management L.P. $79.222 2.860 0,03% Aktien
NORTHERN TRUST CORP $65.261 2.356 0,03% Aktien
FMR LLC $49.555 1.789 0,02% Aktien

Unternehmensinsider 46 Insider · 20 Führungskräfte · 26 Direktoren

Insider Rolle Letzte Aktivität Gehaltene Aktien Käufe 12m Verkäufe 12m Netto 12m
Timothy D Myers PRESIDENT & CEO 14. Mai 2026 J 17.363 0 0 $0
David Bonaccorso EVP, Chief Financial Officer 10. Juni 2026 F 17.764 0 0 $0
Arasadi Sathis EXECUTIVE VICE PRESIDENT 14. Mai 2026 J 2.086 0 0 $0
Brandi Campbell EXECUTIVE VICE PRESIDENT 14. Mai 2026 J 4.128 0 0 $0
Robert Gotelli EXECUTIVE VICE PRESIDENT 14. Mai 2026 J 19.661 0 0 $0
Misako Stewart EXECUTIVE VICE PRESIDENT 7. August 2025 J 6.303 0 0 $0
Nicolette Sloan Executive Vice President 10. Mai 2023 F 11.555 0 0 $0
David A Merck Principal Accounting Officer 5. Mai 2023 P 715 0 0 $0
Tani Girton Executive Vice President 27. April 2023 D 56.668 0 0 $0
Andrea Henderson Senior Vice President 2. März 2023 F 1.249 0 0 $0
Richard L Lewis Executive Vice President 1. März 2023 F 8.999 0 0 $0
Min Situ Treasurer 1. März 2022 A 1.156 0 0 $0
Elizabeth Reizman Executive Vice President 22. Dezember 2021 M 29.206 0 0 $0
Peter Pelham Executive Vice President 24. März 2020 F 13.332 0 0 $0
James T Burke Executive Vice President 24. März 2020 D 16.806 0 0 $0
James S Kimball Executive Vice President 10. Mai 2019 J 332 0 0 $0
Kevin Coonan Executive Vice President 11. Juli 2013 X 8.911 0 0 $0
Christina J Cook Executive Vice President 10. Mai 2013 D 1.850 0 0 $0
Nancy R Boatright Corporate Secretary 10. August 2012 J 2.856 0 0 $0
Michael Besselievre Executive Vice President 20. Juli 2010 D 1.159 0 0 $0
Nicolas C Anderson Direktor 30. Juli 2026 P 13.786 1 0 $5.054
Cigdem Gencer Direktor 1. Juli 2026 J 5.671 0 0 $0
Secil Tabli Watson Direktor 1. Juli 2026 J 11.005 0 0 $0
Kevin R Kennedy Direktor 1. Juli 2026 J 30.050 0 0 $0
Brian M Sobel Direktor 1. Juli 2026 J 34.696 0 0 $0
Joel Sklar Direktor 1. Juli 2026 J 126.418 0 0 $0
Russell A Colombo Direktor 1. Juli 2026 J 44.409 0 0 $0
James C Hale III Direktor 1. Juli 2026 J 18.853 0 0 $0
Charles D Fite Direktor 1. Juli 2026 J 116.333 0 0 $0
Sanjiv Siddharth Sanghvi Direktor 3. Juli 2023 J 3.081 0 0 $0
Jr William H Mcdevitt Direktor 3. Juli 2023 J 32.715 0 0 $0
Robert H Heller Direktor 3. Juli 2023 J 17.646 0 0 $0
Steven I. Barlow Direktor 26. Januar 2023 S 1.921 0 0 $0
Leslie E Murphy Direktor 3. Januar 2022 J 15.028 0 0 $0
Norma J Howard Direktor 3. Januar 2022 J 35.381 0 0 $0
Michaela K Rodeno Direktor 13. Juli 2017 M 5.069 0 0 $0
Dietrich J Stroeh Direktor 12. Juli 2016 J 1.032 0 0 $0
Stuart D Lum Direktor 19. Januar 2016 J 26.593 0 0 $0
Jan Yanehiro Direktor 21. Januar 2015 J 4.338 0 0 $0
Thomas Foster Direktor 1. Juli 2013 J 4.297 0 0 $0
Joseph D Martino Direktor 2. Januar 2013 J 15.662 0 0 $0
Judith O Allen Direktor 25. August 2009 S 27.831 0 0 $0
James E Deitz Direktor 27. März 2009 S 30.422 0 0 $0
Patrick J Hunt Direktor 12. Januar 2009 J 51.050 0 0 $0
James Kirsner Direktor 15. August 2008 X 33.378 0 0 $0
David A Bloom — 31. Juli 2026 F 22.357 0 0 $0

Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten

Aktivisten & 5%+-Eigentümer 2 Beteiligungen

Investoren mit SEC Schedule 13D — wirtschaftliches Eigentum über 5% mit der Absicht, Einfluss auf den Emittenten zu nehmen (aktivistische Beteiligungen, Board-Kampagnen, M&A). Jede Zeile zeigt den zuletzt bekannten Stand der Position dieses Melders.

Anmelder Eingereicht Beteiligung Status Zweck Einreichung
Riley Gardner, Shawn Devlin ×5 Einreichungen 29. August 2024 — Erste Einreichung — SEC
Gregory G. Kelly, Individually and as Co-Trustee of the Jon S. Kelly Administrative Trust (, Stephen Fleming, Individually and as Co-Trustee of the Jon S. Kelly Administrative Trust (, Scott G. Nichols, Individually and as Co-Trustee of the Jon S. Kelly Administrative Trust ( ×5 Einreichungen 21. Mai 2021 — Erste Einreichung — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF-Besitz Gehalten von 31 ETFs

Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.

Fonds Gewicht Anteile Stand Quelle
IWC · iShares Trust 0,10% 51.449 SH 8. August 2026 Täglich
IWN · iShares Trust 0,03% 156.847 SH 8. August 2026 Täglich
VTWV · VANGUARD SCOTTSDALE FUNDS 0,03% 13.055 SH 8. August 2026 Täglich
AVSC · AMERICAN CENTURY ETF TRUST 0,03% 31.735 NS 31. Mai 2026 N-PORT
DFSV · Dimensional ETF Trust 0,02% 46.387 NS 30. April 2026 N-PORT
IWM · iShares Trust 0,01% 387.455 SH 8. August 2026 Täglich
PRFZ · Invesco Exchange-Traded Fund Trust 0,01% 12.889 SH 8. August 2026 Täglich
DFAT · Dimensional ETF Trust 0,01% 63.496 NS 30. April 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,01% 186.630 SH 8. August 2026 Täglich
VTWO · VANGUARD SCOTTSDALE FUNDS 0,01% 86.010 SH 8. August 2026 Täglich
DFAS · Dimensional ETF Trust 0,01% 53.724 NS 30. April 2026 N-PORT
ITWO · ProShares Trust 0,01% 693 NS 31. Mai 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0,01% 879 SH 8. August 2026 Täglich
SCHA · SCHWAB STRATEGIC TRUST 0,01% 76.611 NS 31. Mai 2026 N-PORT
UWM · ProShares Trust 0,01% 542 NS 31. Mai 2026 N-PORT
URTY · ProShares Trust 0,00% 550 NS 31. Mai 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 38.963 NS 30. April 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 622 NS 31. Mai 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 1.434 NS 30. April 2026 N-PORT
HDG · ProShares Trust 0,00% 14 NS 31. Mai 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 1.366 NS 30. April 2026 N-PORT
ITOT · iShares Trust 0,00% 35.691 SH 8. August 2026 Täglich
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 3.688 NS 31. Mai 2026 N-PORT
IWV · iShares Trust 0,00% 4.578 SH 8. August 2026 Täglich
DFAU · Dimensional ETF Trust 0,00% 2.833 NS 30. April 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 4.029 NS 30. April 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 7.905 NS 31. Mai 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 456.510 SH 8. August 2026 Täglich
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 1.088 SH 8. August 2026 Täglich
DXUV · Dimensional ETF Trust 0,00% 4 NS 30. April 2026 N-PORT
VFH · VANGUARD WORLD FUND 0,00% 24.645 SH 8. August 2026 Täglich