BCBP BCB Bancorp, Inc. (NJ) - Common Stock

NASDAQ · Banking · View on SEC EDGAR ↗
$8.92
Price · Aug 18, 2026
Fundamentals as of Aug 10, 2026
52W Range
$7–$12
36% of range
Analyst Rating
BUY
9 analysts
Price Target
$12
+32% upside
P/E (TTM)
-10.6
ROE
-4.0%
Net Profit Margin
-12.3%

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

Price
$8.91
Market Cap
$154M
P/E (TTM)
-10.6
EPS (TTM)
$-0.84
Revenue (TTM)
—
Div Yield
6.9%
ROE
-4.0%
Debt/Equity
—
52W Range
$7 – $12

BCBP 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 $-0.84
10-point trend, -233.3%
2016-12-31 → 2025-12-31
Free Cash Flow $35M
10-point trend, +2895.9%
2016-12-31 → 2025-12-31
Margins -12.3%

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

Metric
5Y trend
BCBP
Peer Median
P/E (TTM)
5-point trend, -219.5%
-10.6
123.7
P/S (TTM)
5-point trend, -44.3%
1.5
1.8
P/B
5-point trend, -52.0%
0.5
0.5
Price / FCF
5-point trend, -30.3%
4.4
—

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

Metric
5Y trend
BCBP
Peer Median
Net Profit Margin
5-point trend, -138.2%
-12.3%
23.8%
ROA
5-point trend, -130.5%
-0.36%
0.02%
ROE
5-point trend, -131.7%
-4.0%
0.23%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
BCBP
Peer Median

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

Metric
5Y trend
BCBP
Peer Median
Revenue YoY
7.0%
—
Revenue CAGR 3Y
-4.2%
—
Revenue CAGR 5Y
1.8%
—
EPS YoY
5-point trend, -143.8%
-41.8%
—
Net Income YoY
5-point trend, -136.6%
-36.8%
—

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

Metric
5Y trend
BCBP
Peer Median
EPS (Diluted)
5-point trend, -143.8%
$-0.84
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
BCBP
Peer Median
Payout Ratio
5-point trend, -397.1%
-84.8%
—

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

Dividend Yield
6.9%
Payout Ratio
-84.8%
5Y Div CAGR
—
Ex-dateAmount
May 6, 2026$0.0800
Feb. 11, 2026$0.0800
Nov. 10, 2025$0.1600
Aug. 11, 2025$0.1600
May 7, 2025$0.1600
Feb. 7, 2025$0.1600
Nov. 1, 2024$0.1600
Aug. 2, 2024$0.1600
May 2, 2024$0.1600
Feb. 2, 2024$0.1600
Nov. 2, 2023$0.1600
Aug. 3, 2023$0.1600
May 4, 2023$0.1600
Feb. 2, 2023$0.1600
Oct. 31, 2022$0.1600
July 29, 2022$0.1600
April 29, 2022$0.1600
Jan. 31, 2022$0.1600
Oct. 29, 2021$0.1600
Aug. 3, 2021$0.1600

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

BUY 9 analysts
  • Strong Buy 2 22.2%
  • Buy 4 44.4%
  • Hold 3 33.3%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

3 analysts · 2026-08-18
Median target $11.00 +23.4%
Mean target $11.75 +31.8%

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

Avg Surprise
-0.20%
Period EPS Actual EPS Est Surprise
June 30, 2026 $-0.54 $0.25 -0.79%
March 31, 2026 $0.26 $0.21 0.05%
Dec. 31, 2025 $0.15 $-0.13 0.28%
Sept. 30, 2025 $0.22 $0.22 0.00%
June 30, 2025 $0.18 $0.18 -0.00%
March 31, 2025 $-0.51 $0.23 -0.74%

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

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
BCBP $139M -9.6 7.0% -12.3% -4.0% —
BAFN — -1.2 -34.3% -39.0% — —

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

Income Statement 9
Annual Income Statement data for BCBP
Metric Trend 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +717.9% · · $84M $17M $15M $33M $41M $27M $16M $16M $14M $10M
Interest Income 12-point trend, +187.3% $173M $194M $188M $131M $113M $113M $124M $105M $78M $71M $67M $60M
Pretax Income 12-point trend, -244.8% $-18M $26M $41M $63M $48M $29M $30M $24M $20M $13M $12M $13M
Income Tax 12-point trend, -214.3% $-6M $8M $12M $18M $14M $9M $9M $7M $10M $5M $5M $5M
Net Income 12-point trend, -265.0% $-13M $19M $29M $46M $34M $21M $21M $17M $10M $8M $7M $8M
EPS (Basic) 12-point trend, -203.7% $-0.84 $0.99 $1.71 $2.64 $1.94 $1.14 $1.20 $1.02 $0.76 $0.63 $0.69 $0.81
EPS (Diluted) 12-point trend, -203.7% $-0.84 $0.99 $1.70 $2.58 $1.92 $1.14 $1.20 $1.01 $0.75 $0.63 $0.69 $0.81
Shares (Basic) 12-point trend, +105.4% 17,186,000 17,007,000 16,870,000 16,969,000 17,063,000 17,210,000 16,367,000 15,567,000 12,403,000 11,238,000 8,853,000 8,366,000
Shares (Diluted) 12-point trend, +104.6% 17,186,000 17,018,000 16,932,000 17,349,000 17,239,000 17,226,000 16,423,000 15,661,000 12,508,000 11,251,000 8,875,000 8,401,000
Balance Sheet 18
Annual Balance Sheet data for BCBP
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 5-point trend, +507.9% · · · · · · · $195M $124M $65M $133M $32M
PP&E (Net) 12-point trend, -15.7% $12M $13M $13M $11M $12M $15M $20M $20M $19M $19M $16M $14M
PP&E (Gross) 12-point trend, +46.0% $32M $32M $33M $30M $30M $36M $41M $38M $34M $32M $26M $22M
Accum. Depreciation 12-point trend, +157.9% $20M $20M $20M $19M $17M $20M $21M $18M $15M $12M $10M $8M
Goodwill 4-point trend, +1.3% $5M · · $5M · · $5M $5M · · · ·
Total Assets 12-point trend, +151.9% $3.28B $3.60B $3.83B $3.55B $2.97B $2.82B $2.91B $2.67B $1.94B $1.71B $1.62B $1.30B
Short-term Debt 3-point trend, +130.8% · · · $60M · · · · · $20M · $26M
Capital Leases 7-point trend, -18.1% $9M $11M $12M $12M $11M $13M $11M · · · · ·
Total Liabilities 12-point trend, +148.0% $2.98B $3.28B $3.52B $3.25B $2.69B $2.57B $2.67B $2.47B $1.77B $1.58B $1.48B $1.20B
Long-term Debt · · · · · · · · · · · $159M
Total Debt 5-point trend, +130.8% · · · $60M · · · · $185M $175M $200M $26M
Common Stock · · · · · · · · · · · $699.0K
Retained Earnings 12-point trend, +348.0% $116M $142M $136M $115M $81M $58M $48M $38M $31M $28M $27M $26M
Treasury Stock 12-point trend, +31.8% $38M $38M $38M $35M $31M $27M $22M $28M $29M $29M $29M $29M
AOCI 12-point trend, -83.7% $-2M $-5M $-7M $-6M $1M $-205.0K $-2M $-5M $-3M $-4M $-2M $-1M
Stockholders' Equity 12-point trend, +197.6% $304M $324M $314M $291M $274M $249M $239M $200M $176M $131M $134M $102M
Liabilities + Equity 12-point trend, +151.9% $3.28B $3.60B $3.83B $3.55B $2.97B $2.82B $2.91B $2.67B $1.94B $1.71B $1.62B $1.30B
Shares Outstanding 12-point trend, +105.8% 17,274,212 17,062,777 16,904,323 16,930,979 16,940,133 17,107,640 17,516,828 15,889,306 15,042,179 11,267,225 11,209,324 8,393,791
Cash Flow 16
Annual Cash Flow data for BCBP
Metric Trend 202520242023202220212020201920182017201620152014
Stock-based Comp 12-point trend, +1747.3% $1M $767.0K $593.0K $1M $417.0K $1M $987.0K $251.0K $199.0K $125.0K $66.0K $55.0K
Deferred Tax 12-point trend, -575.0% $-6M $258.0K $-3M $-1M $-975.0K $-2M $1M $-2M $4M $1M $2.0K $1M
Operating Cash Flow 12-point trend, +698.9% $36M $68M $35M $41M $46M $139M $24M $40M $21M $7M $8M $4M
CapEx 12-point trend, -40.1% $1M $1M $5M $518.0K $325.0K $1M $3M $2M $2M $6M $4M $2M
Investing Cash Flow 9-point trend, +360.8% $232M $223M $-233M $-762M $-8M $-315M $135M $-466M · · · $-89M
Debt Issued 4-point trend, +269.6% · · · · · · · · $85M $10M $67M $23M
Net Debt Issued 2-point trend, +166.7% · · · · · · · · $30M $-45M · ·
Stock Issued 12-point trend, +139.8% $1M $824.0K $1M $419.0K $478.0K $357.0K $19M $467.0K $43M $336.0K $26M $467.0K
Stock Repurchased 5-point trend, +31700.0% · · $4M $3M $4M $5M · · · · · $12.0K
Net Stock Activity 12-point trend, +146.2% $1M $824.0K $-2M $-3M $-4M $-5M $19M $467.0K $43M $336.0K $26M $455.0K
Dividends Paid 12-point trend, +140.8% $11M $10M $10M $10M $10M $9M $9M $8M $7M $6M $4M $4M
Financing Cash Flow 9-point trend, -455.6% $-309M $-253M $248M $538M $112M $-113M $196M $497M · · · $87M
Net Change in Cash 12-point trend, -1885.8% $-41M $38M $50M $-182M $150M $-289M $355M $71M $59M $-68M $101M $2M
Taxes Paid 12-point trend, -75.7% $2M $7M $18M $19M $12M $13M $10M $9M $4M $5M $2M $7M
Free Cash Flow 12-point trend, +1169.0% $35M $67M $31M $40M $46M $138M $22M $38M $19M $1M $4M $3M
Levered FCF 10-point trend, -751.8% · · $-29M $28M $35M $115M $-7M $20M $11M $-9M $-4M $-3M
Profitability 4
Annual Profitability data for BCBP
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, -187.4% -12.3% 19.6% 27.3% 39.5% 32.3% 22.4% 23.9% 19.6% 14.4% 13.1% 11.6% 14.1%
Pretax Margin 12-point trend, -176.7% -18.0% 27.7% 38.3% 54.6% 45.5% 31.7% 34.5% 28.3% 29.1% 21.7% 19.6% 23.5%
ROA 12-point trend, -160.0% -0.36% 0.50% 0.80% 1.4% 1.2% 0.73% 0.75% 0.73% 0.55% 0.48% 0.48% 0.60%
ROE 12-point trend, -154.5% -4.0% 5.7% 9.6% 15.9% 12.8% 8.5% 9.1% 8.5% 5.6% 6.1% 5.8% 7.4%
Liquidity & Solvency 2
Annual Liquidity & Solvency data for BCBP
Metric Trend 202520242023202220212020201920182017201620152014
Debt / Equity 5-point trend, -19.0% · · · 0.2 · · · · 1.0 1.3 1.5 0.3
LT Debt / Equity 3-point trend, -30.0% · · · · · · · · 1.0 1.2 1.5 ·
Efficiency 1
Annual Efficiency data for BCBP
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -31.2% 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 6
Annual Per Share data for BCBP
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +44.6% $17.61 $18.98 $18.58 $17.20 $16.18 $14.57 $13.67 $12.60 $11.73 $11.63 $11.91 $12.18
Revenue / Share 12-point trend, -7.8% $5.91 $5.58 $6.39 $6.66 $6.15 $5.39 $5.36 $5.47 $5.55 $5.44 $6.83 $6.41
Cash Flow / Share 12-point trend, +290.5% $2.09 $3.98 $2.08 $2.36 $2.66 $8.09 $1.48 $2.56 $1.68 $0.64 $0.87 $0.54
Cash / Share 5-point trend, +221.1% · · · · · · · $12.29 $8.26 $5.77 $11.83 $3.83
Dividend Paid / Share 10-point trend, +357.1% $1 $1 $1 $1 · $1 $1 $1 $0 $0 $0 ·
EPS (TTM) 12-point trend, -203.7% $-0.84 $0.99 $1.70 $2.58 $1.92 $1.14 $1.20 $1.01 $0.75 $0.63 $0.69 $0.81
Growth Rates 8
Annual Growth Rates data for BCBP
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -50.8% 7.0% -12.2% -6.4% 8.9% 14.2% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -180.8% -4.2% -3.6% 5.2% · · · · · · · · ·
Revenue CAGR 5Y 1.8% · · · · · · · · · · ·
EPS YoY 4-point trend, -161.0% · -41.8% -34.1% 34.4% 68.4% · · · · · · ·
EPS CAGR 3Y 2-point trend, -239.0% · -19.8% 14.2% · · · · · · · · ·
Net Income YoY 4-point trend, -157.4% · -36.8% -35.3% 33.1% 64.2% · · · · · · ·
Net Income CAGR 3Y 2-point trend, -250.2% · -18.4% 12.2% · · · · · · · · ·
Dividend CAGR 5Y 2.9% · · · · · · · · · · ·
Valuation (TTM) 16
Annual Valuation (TTM) data for BCBP
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +88.7% $102M $95M $108M $116M $106M $93M $88M $86M $69M $61M $61M $54M
Net Income TTM 12-point trend, -265.0% $-13M $19M $29M $46M $34M $21M $21M $17M $10M $8M $7M $8M
Market Cap 12-point trend, +41.6% $139M $202M $217M $305M $261M $189M $242M $166M $218M $146M $117M $98M
Enterprise Value 4-point trend, +202.0% · · · · · · · · $279M $256M $184M $92M
P/E 12-point trend, -166.3% -9.6 12.0 7.6 7.0 8.0 9.7 11.5 10.4 19.3 20.6 15.1 14.5
P/S 12-point trend, -25.0% 1.4 2.1 2.0 2.6 2.5 2.0 2.7 1.9 3.1 2.4 1.9 1.8
P/B 12-point trend, -52.4% 0.5 0.6 0.7 1.0 1.0 0.8 1.0 0.8 1.2 1.1 0.9 1.0
P / Tangible Book 6-point trend, -39.7% 0.5 0.6 0.7 1.1 1.0 0.8 · · · · · ·
P / Cash Flow 12-point trend, -82.3% 3.9 3.0 6.2 7.4 5.7 1.4 10.0 4.2 10.4 20.2 15.2 21.9
P / FCF 12-point trend, -88.8% 4.0 3.0 7.1 7.5 5.7 1.4 11.1 4.3 11.4 125.8 28.4 35.8
EV / FCF 4-point trend, -56.6% · · · · · · · · 14.6 220.3 44.8 33.6
EV / Revenue 4-point trend, +134.4% · · · · · · · · 4.0 4.2 3.0 1.7
Dividend Yield 12-point trend, +70.1% 7.6% 5.2% 4.8% 3.4% 3.7% 4.9% 3.6% 5.1% 3.0% 4.1% 3.8% 4.5%
Earnings Yield 12-point trend, -250.7% -10.4% 8.4% 13.2% 14.3% 12.4% 10.3% 8.7% 9.7% 5.2% 4.9% 6.6% 6.9%
Payout Ratio 12-point trend, -245.9% -84.8% 56.1% 35.4% 22.8% 28.5% 44.2% 41.4% 50.1% 65.6% 75.2% 63.5% 58.1%
Annual Payout 12-point trend, +140.8% $11M $10M $10M $10M $10M $9M $9M $8M $7M $6M $4M $4M

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 $-13M$19M$29M$46M$34M
Diluted EPS $-0.84$0.99$1.70$2.58$1.92
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debt / Equity ———0.2—
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $35M$67M$31M$40M$46M

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Institutional owners (13F) 110 filers · $59.9M 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 (0 vs prior Q) 15 (0 vs prior Q) 43 (+11 vs prior Q) 27 (-7 vs prior Q) +1.0M

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
DIMENSIONAL FUND ADVISORS LP $7,811,428 728,678 13.03% Shares
VANGUARD CAPITAL MANAGEMENT LLC $7,645,300 713,181 12.75% Shares
RENAISSANCE TECHNOLOGIES LLC $5,151,968 480,594 8.59% Shares
GEODE CAPITAL MANAGEMENT, LLC $4,063,891 379,050 6.78% Shares
STATE STREET CORP $3,414,877 318,552 5.70% Shares
ALLIANCEBERNSTEIN L.P. $2,736,431 304,725 4.56% Shares
Quantinno Capital Management LP $2,059,741 192,140 3.44% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $1,765,884 164,728 2.95% Shares
AMERICAN CENTURY COMPANIES INC $1,759,484 164,131 2.94% Shares
LOS ANGELES CAPITAL MANAGEMENT LLC $1,610,218 150,207 2.69% Shares
BlackRock, Inc. $1,298,953 121,171 2.17% Shares
CITADEL ADVISORS LLC $1,230,677 114,802 2.05% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $1,199,204 111,866 2.00% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,173,518 109,470 1.96% Shares
VANGUARD FIDUCIARY TRUST CO $1,157,128 107,941 1.93% Shares
Fourthstone LLC $1,081,680 100,903 1.80% Shares
MALTESE CAPITAL MANAGEMENT LLC $1,034,716 96,522 1.73% Shares
Root Financial Partners, LLC $885,547 82,607 1.48% Shares
VANGUARD GROUP INC $822,147 101,877 1.37% Shares
Connor, Clark & Lunn Investment Management Ltd. $767,938 71,636 1.28% Shares
STRS OHIO $649,632 60,600 1.08% Shares
BARCLAYS PLC $597,899 55,774 1.00% Shares
MARSHALL WACE, LLP $563,154 52,533 0.94% Shares
XTX Topco Ltd $560,420 52,278 0.93% Shares
Trexquant Investment LP $548,778 51,192 0.92% Shares
BANK OF AMERICA CORP /DE/ $504,161 47,030 0.84% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $495,092 46,184 0.83% Shares
VOYA INVESTMENT MANAGEMENT LLC $460,210 42,930 0.77% Shares
Independent Advisor Alliance $459,459 42,860 0.77% Shares
JANE STREET GROUP, LLC $386,113 36,018 0.64% Shares
OCCUDO QUANTITATIVE STRATEGIES LP $373,603 34,851 0.62% Shares
MERCER GLOBAL ADVISORS INC /ADV $366,148 34,156 0.61% Shares
Vanguard Personalized Indexing Management, LLC $323,530 30,180 0.54% Shares
Concurrent Investment Advisors, LLC $290,480 27,097 0.48% Shares
AMERIPRISE FINANCIAL INC $272,910 25,458 0.46% Shares
Brevan Howard Capital Management LP $240,643 22,448 0.40% Shares
IEQ CAPITAL, LLC $235,255 21,945 0.39% Shares
Empowered Funds, LLC $198,931 18,557 0.33% Shares
RHUMBLINE ADVISERS $190,509 17,772 0.32% Shares
Quadrature Capital Ltd $179,528 16,747 0.30% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $171,878 16,607 0.29% Shares
CITADEL ADVISORS LLC $169,376 15,800 0.28% Call option
IBEX WEALTH ADVISORS $160,800 15,000 0.27% Shares
DEUTSCHE BANK AG\ $155,536 14,509 0.26% Shares
STATE OF WISCONSIN INVESTMENT BOARD $150,080 14,000 0.25% Shares
WELLS FARGO & COMPANY/MN $145,964 13,616 0.24% Shares
Bank of New York Mellon Corp $142,372 13,281 0.24% Shares
Callan Family Office, LLC $140,593 13,115 0.23% Shares
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $138,449 12,915 0.23% Shares
Schonfeld Strategic Advisors LLC $135,810 12,669 0.23% Shares
Mariner, LLC $135,233 12,615 0.23% Shares
Wealth Quarterback LLC $132,451 12,356 0.22% Shares
Orion Portfolio Solutions, LLC $132,255 13,413 0.22% Shares
GOLDMAN SACHS GROUP INC $127,214 11,867 0.21% Shares
D. E. Shaw & Co., Inc. $113,686 10,605 0.19% Shares
MetLife Investment Management, LLC $103,866 9,689 0.17% Shares
BNP PARIBAS FINANCIAL MARKETS $83,412 7,781 0.14% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $80,207 7,482 0.13% Shares
CWM, LLC $78,862 8,782 0.13% Shares
JPMORGAN CHASE & CO $71,920 6,709 0.12% Shares
Nuveen Asset Management, LLC $71,537 6,042 0.12% Shares
CITIGROUP INC $70,012 6,531 0.12% Shares
Invesco Ltd. $68,833 6,421 0.11% Shares
Nuveen, LLC $64,770 6,042 0.11% Shares
Vanguard Global Advisers, LLC $55,540 5,181 0.09% Shares
MORGAN STANLEY $52,646 4,911 0.09% Shares
Police & Firemen's Retirement System of New Jersey $36,137 3,371 0.06% Shares
UBS Group AG $33,854 3,158 0.06% Shares
PNC Financial Services Group, Inc. $31,292 2,919 0.05% Shares
Tower Research Capital LLC (TRC) $31,067 2,898 0.05% Shares
FMR LLC $30,681 2,862 0.05% Shares
Russell Investments Group, Ltd. $29,887 2,788 0.05% Shares
NEW YORK STATE COMMON RETIREMENT FUND $29,233 2,727 0.05% Shares
NORTHERN TRUST CORP $27,357 2,552 0.05% Shares
Arax Advisory Partners $27,069 2,525 0.05% Shares
Legal & General Group Plc $19,007 1,773 0.03% Shares
GAMMA Investing LLC $16,219 1,513 0.03% Shares
NISA INVESTMENT ADVISORS, LLC $13,593 1,268 0.02% Shares
BEACON INVESTMENT ADVISORY SERVICES, INC. $13,229 1,234 0.02% Shares
Integrated Wealth Concepts LLC $11,757 1,097 0.02% Shares
Ameritas Investment Partners, Inc. $11,556 1,078 0.02% Shares
Versant Capital Management, Inc $10,238 955 0.02% Shares
SIMPLEX TRADING, LLC $9,626 898 0.02% Shares
GREAT LAKES ADVISORS, LLC $8,748 816 0.01% Shares
ROYAL BANK OF CANADA $5,000 468 0.01% Shares
Allworth Financial LP $4,556 425 0.01% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3,924 437 0.01% Shares
Sterling Capital Management LLC $3,141 293 0.01% Shares
Essential Partners LLC $3,098 289 0.01% Shares
IFP Advisors, Inc $2,508 234 0.00% Shares
JONES FINANCIAL COMPANIES LLLP $2,021 193 0.00% Shares
ROTHSCHILD INVESTMENT LLC $1,426 133 0.00% Shares
True Wealth Design, LLC $1,373 128 0.00% Shares
SBI Securities Co., Ltd. $1,029 96 0.00% Shares
Farther Finance Advisors, LLC $847 79 0.00% Shares
Rialto Wealth Management, LLC $719 67 0.00% Shares
Cornerstone Planning Group LLC $700 68 0.00% Shares
ACADIAN ASSET MANAGEMENT LLC $542 51,002 0.00% Shares
LSV ASSET MANAGEMENT $507 47,300 0.00% Shares
OSAIC HOLDINGS, INC. $246 23 0.00% Shares

Company insiders 41 insiders · 13 officers · 27 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Michael A Shriner Chief Executive Officer Feb. 24, 2025 M — 0 0 $0
Donald Mindiak President and CEO June 18, 2014 M 27,778 0 0 $0
Jawad Chaudhry Chief Financial Officer Feb. 24, 2025 M 52,500 0 0 $0
Kenneth D Walter CFO Dec. 31, 2013 L 5,110 0 0 $0
Ryan Blake CHIEF OPERATING OFFICER June 3, 2026 I 1,112 0 0 $0
Sandra Sievewright Chief Compliance Officer Feb. 24, 2025 A 1,380 0 0 $0
David Roque Garcia Chief Lending Officer May 2, 2024 P 1,700 0 0 $0
Kenneth Emerson SVP/Chief Strategy &Risk Offcr March 14, 2023 P 6,000 0 0 $0
Joseph T. Javitz Chief Lending Officer Sept. 14, 2017 P 37,050 0 0 $0
John J. Brogan General Counsel Sept. 13, 2017 A 83,556 0 0 $0
William Pawlo EVP and Chief Risk Officer Oct. 24, 2014 P 800 0 0 $0
Amer Saleem Chief Lending Officer Dec. 17, 2013 P 2,450 0 0 $0
Olivia M Klim EVP, Business Development Dec. 19, 2005 P 500 0 0 $0
Gerald Werdann Director June 4, 2026 P 12,122 1 0 $49,632
Mark D Hogan Director Feb. 27, 2026 P 103,352 1 0 $39,850
John Pulomena Director Feb. 10, 2026 A 27,052 0 0 $0
Vincent Didomenico Jr Director Feb. 10, 2026 A 186,582 0 0 $0
Tara L French Director Feb. 10, 2026 A 13,142 0 0 $0
James G. Rizzo Director Feb. 10, 2026 A 68,660 0 0 $0
Michael J Widmer Director Feb. 10, 2026 P 12,642 1 0 $16,800
Joseph Lyga Director Feb. 10, 2026 A 187,695 0 0 $0
Judith Q Bielan Director Feb. 10, 2026 A 120,504 0 0 $0
Raymond Vanaria Director Feb. 3, 2025 A 5,690 0 0 $0
Thomas Michael Coughlin Director Feb. 3, 2025 A 246,979 0 0 $0
Spencer B. Robbins Director Feb. 14, 2024 P 85,309 0 0 $0
Robert Ballance Director April 28, 2023 P 142,151 0 0 $0
James Edward Collins Director April 27, 2023 P 125,288 0 0 $0
Gary S. Stetz Director March 14, 2018 P 12,000 0 0 $0
Joseph J Brogan Director Sept. 13, 2017 A 284,489 0 0 $0
Alexander Pasiechnik Director Dec. 17, 2015 S 93,949 0 0 $0
Robert A Hughes Director Jan. 17, 2013 A — 0 0 $0
Joseph Tagliareni Director Sept. 29, 2011 A 19,620 0 0 $0
Gary Maita Director Feb. 17, 2004 M 62,035 0 0 $0
Phyllis Wasserman Garelick Director Feb. 17, 2004 M 41,884 0 0 $0
Donald S Cymbor Director Feb. 13, 2004 M 61,464 0 0 $0
Robert G Doria Director Feb. 13, 2004 M 23,553 0 0 $0
Kenneth R Poesl Director Feb. 13, 2004 M 113,176 0 0 $0
August Pellegrini JR — Jan. 12, 2022 A 122,371 0 0 $0
Thomas Keating — Nov. 26, 2021 P 13,200 0 0 $0
Mickey H Mccabe — March 5, 2004 M 4,674 0 0 $0
John Joseph Hughes — Feb. 20, 2004 M 13,978 0 0 $0

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

Activists & 5%+ owners 2 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Kenneth R. Poesl ×2 filings March 24, 2004 — Initial filing — SEC
COMMITTEE FOR SOUND CORPORATE GOVERNANCE, Donald S. Cymbor, Sr., Robert G. Doria, Susan Ferraro, Phyllis Wasserman Garelick, John J. Hughes, Virginia Boele Kemp, Gary R. Maita, Michael Masone, H. Mickey McCabe, Kenneth R. Poesl, Henry Sanchez, Mark A. Smith, Joseph Tagliareni ×2 filings March 23, 2004 — Initial filing — 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 ownership Held by 32 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
IWC · iShares Trust 0.03% 55,414 SH Aug. 8, 2026 Daily
GSSC · Goldman Sachs ETF Trust 0.02% 22,938 NS May 31, 2026 N-PORT
SFGV · EA Series Trust 0.02% 18,582 NS May 29, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.01% 93,832 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.01% 13,404 SH Aug. 8, 2026 Daily
IWN · iShares Trust 0.01% 147,450 SH Aug. 8, 2026 Daily
DFSV · Dimensional ETF Trust 0.01% 61,915 NS April 30, 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.01% 18,219 NS May 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.01% 2,500 NS April 30, 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.01% 132,942 NS May 31, 2026 N-PORT
IWM · iShares Trust 0.00% 433,305 SH Aug. 8, 2026 Daily
DFAS · Dimensional ETF Trust 0.00% 58,102 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.00% 731 NS May 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.00% 54,771 NS April 30, 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0.00% 41,310 NS May 31, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.00% 12,658 SH Aug. 8, 2026 Daily
UWM · ProShares Trust 0.00% 571 NS May 31, 2026 N-PORT
URTY · ProShares Trust 0.00% 579 NS May 31, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 756 NS May 31, 2026 N-PORT
IWO · iShares Trust 0.00% 14,466 SH Aug. 8, 2026 Daily
HDG · ProShares Trust 0.00% 15 NS May 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.00% 28,670 NS April 30, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.00% 1,278 NS April 30, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 4,574 NS May 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 758 NS April 30, 2026 N-PORT
IWV · iShares Trust 0.00% 5,847 SH Aug. 8, 2026 Daily
DFAU · Dimensional ETF Trust 0.00% 1,444 NS April 30, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 1,186 NS April 30, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.00% 183,434 SH Aug. 8, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 511,974 SH Aug. 8, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.00% 956 SH Aug. 8, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 1,278 SH Aug. 8, 2026 Daily