ATLO Ames National Corporation - Common Stock

NASDAQ · Banking · View on SEC EDGAR ↗
$31.99
Price · Aug 19, 2026
Fundamentals as of Aug 7, 2026
52W Range
$19–$32
98% of range
Analyst Rating
HOLD
6 analysts
Price Target
$33
+3% upside
P/E (TTM)
21.8
ROE
9.5%
Net Profit Margin
28.5%

ATLO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$31.99
Market Cap
$283M
P/E (TTM)
21.8
EPS (TTM)
—
Revenue (TTM)
—
Div Yield
2.5%
ROE
9.5%
Debt/Equity
—
52W Range
$19 – $32

ATLO Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS —
Free Cash Flow $21M
10-point trend, -2.1%
2016-12-31 → 2025-12-31
Margins 28.5%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
ATLO
Peer Median
P/E (TTM)
5-point trend, -6.2%
21.8
11.9
P/S (TTM)
5-point trend, -9.1%
4.2
2.3
P/B
5-point trend, -8.7%
1.4
1.1
Price / FCF
5-point trend, +26.5%
13.7
—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
ATLO
Peer Median
Net Profit Margin
5-point trend, -20.8%
28.5%
23.4%
ROA
5-point trend, -23.3%
0.89%
1.0%
ROE
5-point trend, -17.0%
9.5%
10.8%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
ATLO
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
ATLO
Peer Median
Revenue YoY
21.9%
—
Revenue CAGR 3Y
2.0%
—
Revenue CAGR 5Y
0.41%
—
Net Income YoY
5-point trend, -20.4%
86.2%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
ATLO
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
ATLO
Peer Median
Payout Ratio
5-point trend, -4.8%
37.4%
—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
2.5%
Payout Ratio
37.4%
5Y Div CAGR
—
Ex-dateAmount
June 1, 2026$0.2400
Feb. 27, 2026$0.2400
Dec. 1, 2025$0.2000
Aug. 29, 2025$0.2000
May 30, 2025$0.2000
Jan. 31, 2025$0.2000
Nov. 1, 2024$0.2000
Aug. 1, 2024$0.2700
April 30, 2024$0.2700
Jan. 31, 2024$0.2700
Oct. 31, 2023$0.2700
July 31, 2023$0.2700
April 28, 2023$0.2700
Jan. 31, 2023$0.2700
Oct. 31, 2022$0.2700
July 29, 2022$0.2700
April 28, 2022$0.2700
Jan. 31, 2022$0.2600
Oct. 29, 2021$0.2600
July 29, 2021$0.2600

ATLO Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

SELL 6 analysts
  • Strong Buy 0 0.0%
  • Buy 0 0.0%
  • Hold 3 50.0%
  • Sell 1 16.7%
  • Strong Sell 2 33.3%

12-Month Price Target

1 analysts · 2026-08-18
Median target $33.00 +3.2%
Mean target $33.00 +3.2%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.02%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.67 $0.67 -0.00%
March 31, 2026 $0.67 $0.63 0.04%
Dec. 31, 2022 $0.49 — —

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
ATLO $203M 15.6 21.9% 28.5% 9.5% —
FRAF $225M 10.6 24.8% 23.9% 12.8% —
OVLY $252M 10.4 6.7% 29.3% 12.2% —
FNRN — — 4.5% 28.7% 10.4% —
FXNC $228M 12.9 0.76% 123.9% 9.8% —
LCNB $233M 10.1 13.3% 25.1% 8.6% —
CFFI $236M 8.8 10.6% 19.1% 11.0% —
HWBK $241M 10.2 10.0% 29.7% 14.4% —
NKSH $214M 13.5 9.8% 193.6% 8.9% —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 7
Annual Income Statement data for ATLO
Metric Trend 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +552.6% · · $30M $8M $4M $8M $11M $8M $6M $4M $4M $5M
Interest Income 12-point trend, +112.6% $87M $83M $74M $62M $60M $63M $56M $50M $46M $44M $43M $41M
Pretax Income 12-point trend, +14.4% $24M $12M $13M $25M $31M $23M $21M $21M $21M $23M $21M $21M
Income Tax 12-point trend, -13.8% $5M $2M $2M $6M $7M $4M $4M $4M $8M $7M $6M $6M
Net Income 12-point trend, +24.8% $19M $10M $11M $19M $24M $19M $17M $17M $14M $16M $15M $15M
EPS (Basic) 12-point trend, +30.5% $2.14 $1.14 $1.20 $2.14 $2.62 $2.06 $1.86 $1.83 $1.47 $1.69 $1.61 $1.64
Shares (Basic) 12-point trend, -4.5% 8,895,197 8,991,286 8,992,167 9,033,410 9,114,379 9,148,244 9,236,989 9,310,594 9,310,913 9,310,913 9,310,913 9,310,913
Balance Sheet 16
Annual Balance Sheet data for ATLO
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +434.1% $127M $101M $55M $28M $89M $173M $35M $30M $26M $29M $24M $24M
PP&E (Net) 12-point trend, +31.1% $21M $22M $23M $19M $18M $17M $18M $16M $15M $16M $17M $16M
PP&E (Gross) 12-point trend, +53.3% $42M $41M $41M $37M $35M $34M $33M $30M $29M $29M $29M $27M
Accum. Depreciation 12-point trend, +84.9% $21M $20M $19M $18M $18M $17M $16M $15M $14M $13M $12M $11M
Goodwill 12-point trend, +84.5% $12M $12M $12M $12M $12M $12M $12M $10M $7M $7M $7M $7M
Intangibles 12-point trend, -54.3% $791.0K $1M $1M $2M $3M $3M $4M $3M $1M $1M $1M $2M
Total Assets 12-point trend, +64.0% $2.13B $2.13B $2.16B $2.13B $2.14B $1.98B $1.74B $1.46B $1.38B $1.37B $1.33B $1.30B
Deferred Tax 3-point trend, +0.00 · · · · $0 $2M $0 · · · · ·
Total Liabilities 12-point trend, +68.0% $1.93B $1.96B $1.99B $1.99B $1.93B $1.77B $1.55B $1.28B $1.20B $1.20B $1.17B $1.15B
Long-term Debt 7-point trend, -20.2% $18M $20M $3M · · · · · $13M $13M $13M $23M
Common Stock 12-point trend, -4.9% $18M $18M $18M $18M $18M $18M $18M $19M $19M $19M $19M $19M
Paid-in Capital 12-point trend, -41.9% $12M $14M $14M $14M $16M $17M $19M $20M $21M $21M $21M $21M
Retained Earnings 12-point trend, +77.0% $196M $182M $180M $180M $170M $158M $146M $138M $132M $126M $118M $111M
Stockholders' Equity 12-point trend, +34.4% $208M $175M $166M $149M $208M $209M $188M $173M $171M $165M $161M $155M
Liabilities + Equity 12-point trend, +64.0% $2.13B $2.13B $2.16B $2.13B $2.14B $1.98B $1.74B $1.46B $1.38B $1.37B $1.33B $1.30B
Shares Outstanding 12-point trend, -4.9% 8,857,220 8,949,110 8,992,167 8,992,167 9,092,167 9,122,747 9,222,747 9,293,305 9,310,913 9,310,913 9,310,913 9,310,913
Cash Flow 14
Annual Cash Flow data for ATLO
Metric Trend 202520242023202220212020201920182017201620152014
Deferred Tax 8-point trend, +2158.5% · · · · $733.0K $-1M $-32.2K $-69.9K $858.4K $174.4K $2M $32.5K
Amort. of Intangibles 12-point trend, -5.1% $301.0K $337.0K $502.0K $574.0K $628.0K $826.0K $609.6K $430.5K $369.6K $368.3K $421.5K $317.3K
Operating Cash Flow 12-point trend, +9.4% $21M $14M $19M $21M $30M $30M $20M $21M $19M $21M $23M $20M
CapEx 12-point trend, -59.6% $642.0K $298.0K $5M $3M $2M $1M $780.4K $616.5K $518.2K $267.8K $2M $2M
Investing Cash Flow 12-point trend, +173.2% $44M $72M $19M $-127M $-269M $-184M $-79M $9M $-17M $-43M $-34M $16M
Debt Issued 5-point trend, -100.0% · · · · · $0 $3M $13M · · $4M $10M
Net Debt Issued 7-point trend, -100.0% · · · · · $0 $-10M $-24M $-1M $-4M $-6M $3M
Stock Repurchased 8-point trend, +272.4% $2M $704.0K $0 $2M $710.0K $2M $2M $452.2K · · · ·
Net Stock Activity 8-point trend, -272.4% $-2M $-704.0K $0 $-2M $-710.0K $-2M $-2M $-452.2K · · · ·
Dividends Paid 12-point trend, +9.1% $7M $9M $10M $10M $9M $9M $9M $11M $8M $8M $7M $7M
Financing Cash Flow 12-point trend, -10.5% $-40M $-40M $-11M $45M $154M $206M $63M $-25M $-5M $28M $12M $-36M
Net Change in Cash 12-point trend, +4829.0% $26M $46M $27M $-61M $-84M $51M $4M $4M $-3M $5M $275.5K $-539.8K
Free Cash Flow 12-point trend, +15.5% $21M $14M $14M $18M $29M $28M $19M $20M $18M $21M $20M $18M
Levered FCF 10-point trend, -172.6% · · $-11M $12M $25M $22M $10M $14M $15M $18M $17M $15M
Profitability 4
Annual Profitability data for ATLO
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, -14.7% 28.5% 18.6% 20.1% 30.7% 35.9% 28.8% 31.9% 34.0% 28.4% 32.8% 31.8% 33.4%
Pretax Margin 12-point trend, -21.8% 35.7% 22.3% 23.9% 40.0% 46.1% 35.5% 39.1% 42.8% 44.1% 47.0% 44.1% 45.7%
ROA 12-point trend, -25.8% 0.89% 0.48% 0.50% 0.90% 1.2% 1.0% 1.1% 1.2% 1.0% 1.2% 1.1% 1.2%
ROE 12-point trend, -3.9% 9.5% 5.7% 6.9% 13.5% 11.4% 9.1% 9.2% 10.0% 8.0% 9.4% 9.3% 9.9%
Efficiency 1
Annual Efficiency data for ATLO
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -13.1% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Per Share 4
Annual Per Share data for ATLO
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +41.3% $23.47 $19.52 $18.44 $16.58 $22.85 $22.96 $20.34 $18.60 $18.34 $17.73 $17.32 $16.61
Cash / Share 11-point trend, +461.5% $14.31 $11.31 $6.13 $3.10 $9.80 · $3.75 $3.27 $2.84 $3.17 $2.58 $2.55
Dividend / Share 10-point trend, -16.7% $1 $1 $1 $1 $1 $1 $1 $1 · · $1 $1
EPS (TTM) Flat — no change across 12 periods $1.47 $1.47 $1.47 $1.47 $1.47 $1.47 $1.47 $1.47 $1.47 $1.47 $1.47 $1.47
Growth Rates 7
Annual Growth Rates data for ATLO
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +1237.2% 21.9% 1.8% -14.4% -5.4% 1.6% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +132.2% 2.0% -6.3% -6.3% · · · · · · · · ·
Revenue CAGR 5Y 0.41% · · · · · · · · · · ·
Net Income YoY 5-point trend, +221.0% 86.2% -5.5% -43.9% -19.3% 26.9% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +97.3% -0.46% -24.7% -16.9% · · · · · · · · ·
Net Income CAGR 5Y 0.19% · · · · · · · · · · ·
Dividend CAGR 5Y -4.8% · · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for ATLO
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +46.3% $67M $55M $54M $63M $67M $65M $54M $50M $48M $48M $47M $46M
Net Income TTM 12-point trend, +24.8% $19M $10M $11M $19M $24M $19M $17M $17M $14M $16M $15M $15M
Market Cap 12-point trend, -15.8% $203M $147M $192M $212M $223M $219M $259M $236M $259M $307M $226M $242M
P/E 12-point trend, -11.5% 15.6 11.2 14.5 16.1 16.7 16.3 19.1 17.3 18.9 22.4 16.5 17.6
P/S 12-point trend, -42.5% 3.0 2.7 3.6 3.4 3.3 3.3 4.8 4.7 5.4 6.4 4.8 5.3
P/B 12-point trend, -37.4% 1.0 0.8 1.2 1.4 1.1 1.0 1.4 1.4 1.5 1.9 1.4 1.6
P / Tangible Book 6-point trend, -7.5% 1.0 0.9 1.3 1.6 1.2 1.1 · · · · · ·
P / Cash Flow 12-point trend, -23.0% 9.5 10.3 10.0 10.0 7.3 7.4 12.8 11.4 13.8 14.3 10.0 12.4
P / FCF 12-point trend, -27.1% 9.8 10.5 13.4 11.6 7.8 7.7 13.3 11.8 14.1 14.5 11.1 13.5
Dividend Yield 12-point trend, +29.6% 3.5% 6.2% 5.1% 4.6% 4.2% 4.1% 3.4% 4.6% 3.1% 2.5% 3.2% 2.7%
Earnings Yield 12-point trend, +12.9% 6.4% 8.9% 6.9% 6.2% 6.0% 6.1% 5.2% 5.8% 5.3% 4.5% 6.0% 5.7%
Payout Ratio 12-point trend, -12.5% 37.4% 88.9% 89.8% 50.1% 39.3% 48.1% 51.1% 63.5% 59.1% 49.1% 48.4% 42.7%
Annual Payout 12-point trend, +9.1% $7M $9M $10M $10M $9M $9M $9M $11M $8M $8M $7M $7M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Net Income $19M$10M$11M$19M$24M
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $21M$14M$14M$18M$29M

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Institutional owners (13F) 106 filers · $72.7M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
22 (+13 vs prior Q) 4 (-2 vs prior Q) 43 (+16 vs prior Q) 17 (-12 vs prior Q) +350K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD CAPITAL MANAGEMENT LLC $11,477,162 387,611 15.80% Shares
DIMENSIONAL FUND ADVISORS LP $8,353,011 282,101 11.50% Shares
STATE STREET CORP $6,065,638 204,851 8.35% Shares
GEODE CAPITAL MANAGEMENT, LLC $5,642,801 190,511 7.77% Shares
AMERICAN CENTURY COMPANIES INC $4,084,848 137,955 5.62% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $4,024,088 135,903 5.54% Shares
Qube Research & Technologies Ltd $2,523,749 85,233 3.47% Shares
Elizabeth Park Capital Advisors, Ltd. $2,383,013 80,480 3.28% Shares
RENAISSANCE TECHNOLOGIES LLC $1,841,268 62,184 2.53% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,794,396 60,601 2.47% Shares
VANGUARD FIDUCIARY TRUST CO $1,752,142 59,174 2.41% Shares
LPL Financial LLC $1,733,552 58,546 2.39% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $1,279,567 43,214 1.76% Shares
Connor, Clark & Lunn Investment Management Ltd. $1,275,421 43,074 1.76% Shares
Trexquant Investment LP $1,226,328 41,416 1.69% Shares
GOLDMAN SACHS GROUP INC $1,027,052 34,686 1.41% Shares
RITHOLTZ WEALTH MANAGEMENT $974,067 32,897 1.34% Shares
FIRST TRUST ADVISORS LP $969,431 32,740 1.33% Shares
CHANNEL WEALTH LLC $926,319 31,284 1.27% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $907,250 30,640 1.25% Shares
RBF Capital, LLC $888,300 30,000 1.22% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $781,497 26,393 1.08% Shares
NewEdge Advisors, LLC $593,207 20,034 0.82% Shares
IFG Advisory, LLC $555,483 18,760 0.76% Shares
Fourthstone LLC $542,824 16,768 0.75% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $536,267 18,111 0.74% Shares
Quadrature Capital Ltd $493,628 16,671 0.68% Shares
STATE OF WISCONSIN INVESTMENT BOARD $462,864 15,632 0.64% Shares
LOS ANGELES CAPITAL MANAGEMENT LLC $441,929 14,925 0.61% Shares
OCCUDO QUANTITATIVE STRATEGIES LP $431,062 14,558 0.59% Shares
Compound Planning, Inc. $393,931 13,304 0.54% Shares
XTX Topco Ltd $393,872 13,302 0.54% Shares
Empowered Funds, LLC $358,370 12,103 0.49% Shares
Hillsdale Investment Management Inc. $346,437 11,700 0.48% Shares
CITADEL ADVISORS LLC $341,048 11,518 0.47% Shares
MILLENNIUM MANAGEMENT LLC $318,811 10,767 0.44% Shares
Foster Group, Inc. $294,046 9,931 0.40% Shares
MARTINGALE ASSET MANAGEMENT L P $284,612 9,612 0.39% Shares
BANK OF AMERICA CORP /DE/ $279,371 9,435 0.38% Shares
DEUTSCHE BANK AG\ $259,117 8,751 0.36% Shares
RHUMBLINE ADVISERS $251,678 8,500 0.35% Shares
Larry Mathis Financial Planning, LLC $249,997 8,443 0.34% Shares
JANE STREET GROUP, LLC $222,075 7,500 0.31% Call option
Bank of New York Mellon Corp $221,009 7,464 0.30% Shares
AMES NATIONAL CORP $200,023 7,088 0.28% Shares
JONES FINANCIAL COMPANIES LLLP $169,084 5,522 0.23% Shares
MetLife Investment Management, LLC $148,761 5,024 0.20% Shares
Russell Investments Group, Ltd. $140,351 4,740 0.19% Shares
NEW YORK STATE COMMON RETIREMENT FUND $132,446 4,473 0.18% Shares
Nuveen, LLC $128,922 4,354 0.18% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $122,319 4,131 0.17% Shares
CITIGROUP INC $106,833 3,608 0.15% Shares
Invesco Ltd. $105,619 3,567 0.15% Shares
Smartleaf Asset Management LLC $99,434 3,330 0.14% Shares
BlackRock, Inc. $99,016 3,344 0.14% Shares
Police & Firemen's Retirement System of New Jersey $95,581 3,228 0.13% Shares
MERCER GLOBAL ADVISORS INC /ADV $80,865 2,731 0.11% Shares
VANGUARD GROUP INC $80,498 3,506 0.11% Shares
MORGAN STANLEY $80,006 2,702 0.11% Shares
Vanguard Global Advisers, LLC $77,667 2,623 0.11% Shares
UBS Group AG $74,973 2,532 0.10% Shares
Nuveen Asset Management, LLC $68,858 4,191 0.09% Shares
CWM, LLC $63,439 2,248 0.09% Shares
NORTHERN TRUST CORP $42,046 1,420 0.06% Shares
FMR LLC $35,117 1,186 0.05% Shares
BNP PARIBAS FINANCIAL MARKETS $29,699 1,003 0.04% Shares
BARCLAYS PLC $29,462 995 0.04% Shares
West Financial Advisors, LLC $23,807 804 0.03% Shares
Legal & General Group Plc $23,540 795 0.03% Shares
Tower Research Capital LLC (TRC) $21,142 714 0.03% Shares
Ameritas Investment Partners, Inc. $21,053 711 0.03% Shares
Arax Advisory Partners $19,336 653 0.03% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $17,186 609 0.02% Shares
PNC Financial Services Group, Inc. $15,841 535 0.02% Shares
MARSHALL WACE, LLP $13,828 467 0.02% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $13,574 481 0.02% Shares
GAMMA Investing LLC $10,008 338 0.01% Shares
ROYAL BANK OF CANADA $8,000 283 0.01% Shares
City State Bank $7,106 240 0.01% Shares
Integrated Wealth Concepts LLC $6,956 235 0.01% Shares
OSAIC HOLDINGS, INC. $6,040 204 0.01% Shares
Sterling Capital Management LLC $5,359 181 0.01% Shares
Iron Horse Wealth Management, LLC $5,183 291 0.01% Shares
Allworth Financial LP $3,939 133 0.01% Shares
AQR CAPITAL MANAGEMENT LLC $3,020 102 0.00% Shares
Optiver Holding B.V. $2,783 94 0.00% Shares
JPMORGAN CHASE & CO $2,060 69 0.00% Shares
Global Retirement Partners, LLC $1,836 62 0.00% Shares
Arkadios Wealth Advisors $1,747 59 0.00% Shares
MassMutual Private Wealth & Trust, FSB $1,451 49 0.00% Shares
Essential Partners LLC $1,451 49 0.00% Shares
NISA INVESTMENT ADVISORS, LLC $1,303 44 0.00% Shares
IFP Advisors, Inc $1,303 44 0.00% Shares
True Wealth Design, LLC $1,155 39 0.00% Shares
ACADIAN ASSET MANAGEMENT LLC $1,091 36,993 0.00% Shares
ROTHSCHILD INVESTMENT LLC $1,036 35 0.00% Shares
WELLS FARGO & COMPANY/MN $740 25 0.00% Shares
Farther Finance Advisors, LLC $535 18 0.00% Shares
Physician Wealth Advisors, Inc. $504 17 0.00% Shares
Fortitude Family Office, LLC $444 15 0.00% Shares

Company insiders 39 insiders · 7 officers · 23 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Justin C Clausen Chief Financial Officer April 25, 2025 P 1,025 0 0 $0
John L Pierschbacher CFO May 16, 2023 P 7,100 0 0 $0
John Patrick Nelson President Oct. 25, 2024 P 17,650 0 0 $0
Michael A Wilson Executive Vice President June 3, 2025 P 1,700 0 0 $0
Kevin G Deardorff Senior Vice President March 12, 2020 P 2,292 0 0 $0
Terrill L Wycoff Exec VP of subsidiary bank Sept. 6, 2011 P 60,158 0 0 $0
Daniel L Krieger Chairman July 23, 2009 S 60,047 0 0 $0
Michelle R Cassabaum Director July 31, 2026 P 10,128 3 0 $14,642
Jeffery C Baker Director June 20, 2025 P 3,449 0 0 $0
Horras Betty A Baudler Director June 2, 2025 P 22,275 0 0 $0
Douglas W Beals Director May 23, 2025 P 2,450 0 0 $0
Patrick G Hagan Director May 22, 2025 P 9,000 0 0 $0
Scot A. Trost Director Dec. 5, 2024 P 800 0 0 $0
Kevin L Swartz Director Oct. 30, 2024 P 5,180 0 0 $0
David W. Benson Director Oct. 30, 2024 P 9,300 0 0 $0
James R Larson II Director Feb. 7, 2024 P 12,000 0 0 $0
Steven D Forth Director June 2, 2023 P 3,620 0 0 $0
Lisa M Eslinger Director May 11, 2023 P 2,853 0 0 $0
Thomas H Pohlman Director May 11, 2022 P 13,035 0 0 $0
Richard O Parker Director Sept. 13, 2018 P 10,141 0 0 $0
Robert L Cramer Director March 10, 2015 P 16,116 0 0 $0
Warren R Madden Director May 5, 2014 P 5,200 0 0 $0
Charles D Jons Director Aug. 10, 2012 G 26,810 0 0 $0
Douglas C Gustafson Director Nov. 22, 2011 P 29,350 0 0 $0
Larry A Raymon Director March 15, 2011 P 2,460 0 0 $0
Marvin J Walter Director March 11, 2011 P 14,625 0 0 $0
Fred C Samuelson Director Feb. 4, 2010 P 500 0 0 $0
Richard Schreier — Aug. 14, 2026 P 7,848 1 0 $9,986
Scott T Bauer — Dec. 2, 2025 P 4,009 1 0 $434
Jeffrey K Putzier — Nov. 17, 2025 P 3,827 1 0 $4,250
Dan E Johnson — June 11, 2025 P 1,558 0 0 $0
Adam Snodgrass — May 21, 2025 P 1,084 0 0 $0
Robert A Thomas — May 19, 2025 P 2,300 0 0 $0
Stephen C Mcgill — May 13, 2022 P 3,450 0 0 $0
Curtis A Hoff — Nov. 8, 2019 G 3,000 0 0 $0
Harold E Thompson — Jan. 1, 2007 J 1,201 0 0 $0
Leo E Herrick — Jan. 1, 2007 J 483 0 0 $0
Robert W Stafford — Aug. 1, 2005 S 273,446 0 0 $0
William D Tufford — Aug. 6, 2003 S 35,000 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 30 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
AFSM · First Trust Exchange-Traded Fund VI… 0.79% 27,231 NS May 31, 2026 N-PORT
IWC · iShares Trust 0.07% 31,221 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.02% 7,822 SH Aug. 8, 2026 Daily
IWN · iShares Trust 0.02% 88,098 SH Aug. 8, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.01% 1,039 SH Aug. 8, 2026 Daily
GSSC · Goldman Sachs ETF Trust 0.01% 3,598 NS May 31, 2026 N-PORT
IWM · iShares Trust 0.01% 262,108 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.01% 51,994 SH Aug. 8, 2026 Daily
AVUV · AMERICAN CENTURY ETF TRUST 0.01% 88,146 NS May 31, 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.01% 8,026 NS May 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.01% 33,987 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.01% 419 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.01% 29,453 NS April 30, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.00% 4,170 SH Aug. 8, 2026 Daily
UWM · ProShares Trust 0.00% 327 NS May 31, 2026 N-PORT
URTY · ProShares Trust 0.00% 334 NS May 31, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.00% 4,353 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 312 NS May 31, 2026 N-PORT
HDG · ProShares Trust 0.00% 8 NS May 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.00% 12,248 NS April 30, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 635 NS April 30, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.00% 280 NS April 30, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 775 NS May 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.00% 966 NS April 30, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 1,511 NS April 30, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.00% 98,517 SH Aug. 8, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 280,413 SH Aug. 8, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 785 SH Aug. 8, 2026 Daily
EBI · RBB Fund Trust 0.00% 2 NS May 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.00% 4 NS April 30, 2026 N-PORT