CBNA Chain Bridge Bancorp, Inc. Class A Common Stock
$46.45
Price · Aug 19, 2026
Fundamentals as of Aug 11, 2026
52W Range
$27–$49
88% of range
Analyst Rating
HOLD
8 analysts
Price Target
$49
+5% upside
P/E (TTM)
11.2
ROE
12.4%
Net Profit Margin
36.8%
CBNA Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$46.45
Market Cap
—
P/E (TTM)
11.2
EPS (TTM)
$3.08
Revenue (TTM)
—
Div Yield
—
ROE
12.4%
Debt/Equity
0.0
52W Range
$27 – $49
CBNA Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
—
EPS
$3.08
2023-12-31
→
2025-12-31
Free Cash Flow
$11M
2024-12-31
→
2025-12-31
Margins
36.8%
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
CBNA
Peer Median
P/E (TTM)
11.2
13.2
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
CBNA
Peer Median
Net Profit Margin
36.8%
18.9%
ROA
1.3%
1.1%
ROE
12.4%
9.5%
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
CBNA
Peer Median
Debt / Equity
0.0
717.5
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
CBNA
Peer Median
Revenue YoY
3.8%
—
EPS YoY
-26.1%
—
Net Income YoY
-3.4%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
CBNA
Peer Median
CBNA Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
SELL
8 analysts
- Strong Buy 0 0.0%
- Buy 0 0.0%
- Hold 5 62.5%
- Sell 1 12.5%
- Strong Sell 2 25.0%
12-Month Price Target
2 analysts · 2026-08-15
Median
$49.00
← Below all targets
$46.45
Low
$48.00
High
$50.00
Median target
$49.00
+5.5%
Mean target
$49.00
+5.5%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.13%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $1.45 | $1.27 | 0.18% |
| March 31, 2026 | $1.08 | $0.93 | 0.15% |
| Dec. 31, 2025 | $0.81 | $0.77 | 0.04% |
| Sept. 30, 2025 | $0.72 | $0.74 | -0.02% |
| June 30, 2025 | $0.70 | $0.54 | 0.16% |
| March 31, 2025 | $0.85 | $0.55 | 0.30% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| CBNA | — | 11.2 | 3.8% | 36.8% | 12.4% | — |
| FDBC | $251M | 9.0 | 15.3% | 30.2% | 12.3% | — |
| ISBA | $366M | 19.5 | 11.5% | 24.1% | 8.4% | — |
| GBFH | $488M | 23.5 | — | 1.7% | 13.2% | — |
| MYFW | $261M | 20.0 | 7.6% | 13.6% | 5.0% | — |
| BPRN | — | 12.8 | 12.8% | — | — | — |
| FUNC | $243M | 9.9 | 4.0% | 133.1% | 12.4% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 9
| Metric | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Interest Income | $56M | $48M | $32M | |
| Pretax Income | $25M | $26M | $11M | |
| Income Tax | $5M | $5M | $2M | |
| Net Income | $20M | $21M | $9M | |
| EPS (Basic) | $3.08 | $4.17 | $1.93 | |
| EPS (Diluted) | $3.08 | $4.17 | $1.93 | |
| Shares (Basic) | 6,561,817 | 5,021,924 | 4,568,240 | |
| Shares (Diluted) | 6,561,817 | 5,021,924 | 4,568,240 | |
| EBITDA | $470.0K | $494.0K | · |
Balance Sheet 13
| Metric | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Cash & Equivalents | $587M | $411M | $317M | |
| PP&E (Net) | $13M | $10M | $10M | |
| PP&E (Gross) | $21M | $17M | $17M | |
| Accum. Depreciation | $8M | $7M | $7M | |
| Total Assets | $1.75B | $1.40B | $1.21B | |
| Short-term Debt | $0 | $0 | $5M | |
| Total Liabilities | $1.58B | $1.26B | $1.12B | |
| Total Debt | $0 | $0 | · | |
| Paid-in Capital | $75M | $75M | $38M | |
| Retained Earnings | $98M | $78M | $57M | |
| AOCI | $-4M | $-8M | $-12M | |
| Stockholders' Equity | $169M | $144M | $83M | |
| Liabilities + Equity | $1.75B | $1.40B | $1.21B |
Cash Flow 12
| Metric | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| D&A | $470.0K | $494.0K | $491.0K | |
| Deferred Tax | · | $-157.0K | $-99.0K | |
| Other Non-cash | $-5M | $511.0K | · | |
| Operating Cash Flow | $16M | $22M | $13M | |
| CapEx | $4M | $223.0K | $269.0K | |
| Investing Cash Flow | $-163M | $-97M | $46M | |
| Stock Issued | $0 | $37M | $0 | |
| Net Stock Activity | $0 | $37M | · | |
| Financing Cash Flow | $323M | $169M | $159M | |
| Net Change in Cash | $176M | $94M | $218M | |
| Taxes Paid | $5M | $6M | · | |
| Free Cash Flow | $11M | $22M | · |
Profitability 5
| Metric | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Net Margin | 36.8% | 39.6% | · | |
| Pretax Margin | 46.2% | 49.6% | · | |
| EBITDA Margin | 0.85% | 0.93% | · | |
| ROA | 1.3% | 1.6% | · | |
| ROE | 12.4% | 16.8% | · |
Liquidity & Solvency 1
| Metric | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | · |
Efficiency 1
| Metric | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · |
Growth Rates 3
| Metric | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue YoY | 3.8% | 70.7% | · | |
| EPS YoY | -26.1% | 116.1% | · | |
| Net Income YoY | -3.4% | 137.2% | · |
Valuation (TTM) 4
| Metric | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue TTM | $55M | $53M | · | |
| Net Income TTM | $20M | $21M | · | |
| P/E | 11.2 | 6.0 | · | |
| Earnings Yield | 8.9% | 16.6% | · |
Income Statement 9
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Income | $18M | $16M | $15M | $13M | $13M | $15M | $12M | $15M | $11M | $10M | $9M | |
| Pretax Income | $12M | $9M | $7M | $6M | $6M | $7M | $5M | $9M | $7M | $5M | $4M | |
| Income Tax | $2M | $2M | $1M | $1M | $1M | $1M | $926.0K | $2M | $1M | $976.0K | $838.0K | |
| Net Income | $10M | $7M | $5M | $5M | $5M | $6M | $4M | $7M | $6M | $4M | $3M | |
| EPS (Basic) | $1.45 | $1.08 | $0.81 | $0.72 | $0.70 | $0.85 | $0.40 | $1.64 | $1.27 | $0.86 | $0.72 | |
| EPS (Diluted) | $1.45 | $1.08 | $0.81 | $0.72 | $0.70 | $0.85 | $0.40 | $1.64 | $1.27 | $0.86 | $0.72 | |
| Shares (Basic) | 6,561,817 | 6,561,817 | -13,123,634 | 6,561,817 | 6,561,817 | 6,561,817 | -8,684,156 | 4,568,920 | 4,568,920 | 4,568,240 | 0 | |
| Shares (Diluted) | 6,561,817 | 6,561,817 | -13,123,634 | 6,561,817 | 6,561,817 | 6,561,817 | -8,684,156 | 4,568,920 | 4,568,920 | 4,568,240 | 0 | |
| EBITDA | · | $144.0K | · | · | · | $120.0K | · | · | · | · | · |
Balance Sheet 13
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $822M | $612M | $587M | $396M | $377M | $629M | $411M | $640M | · | · | $317M | |
| PP&E (Net) | $16M | $14M | $13M | $12M | $12M | $11M | $10M | $10M | · | · | $10M | |
| PP&E (Gross) | · | · | $21M | · | · | · | $17M | · | · | · | $17M | |
| Accum. Depreciation | $8M | $8M | $8M | $8M | $8M | $7M | $7M | $7M | · | · | $7M | |
| Total Assets | $2.19B | $1.92B | $1.75B | $1.53B | $1.45B | $1.73B | $1.40B | $1.56B | · | · | $1.21B | |
| Short-term Debt | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10M | · | · | $5M | |
| Total Liabilities | $2.01B | $1.74B | $1.58B | $1.37B | $1.29B | $1.58B | $1.26B | $1.45B | · | · | $1.12B | |
| Total Debt | $0 | $0 | · | $0 | $0 | $0 | · | $10M | · | · | · | |
| Paid-in Capital | $75M | $75M | $75M | $75M | $75M | $75M | $75M | $38M | · | · | $38M | |
| Retained Earnings | $114M | $105M | $98M | $93M | $88M | $83M | $78M | $74M | · | · | $57M | |
| AOCI | $-6M | $-5M | $-4M | $-4M | $-6M | $-7M | $-8M | $-7M | · | · | $-12M | |
| Stockholders' Equity | $184M | $175M | $169M | $163M | $157M | $152M | $144M | $105M | · | · | $83M | |
| Liabilities + Equity | $2.19B | $1.92B | $1.75B | $1.53B | $1.45B | $1.73B | $1.40B | $1.56B | · | · | $1.21B |
Cash Flow 10
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $156.0K | $144.0K | $116.0K | $116.0K | $118.0K | $120.0K | $122.0K | $121.0K | $122.0K | $129.0K | $248.0K | |
| Other Non-cash | · | $-4M | · | · | · | $-3M | · | · | · | · | · | |
| Operating Cash Flow | $9M | $4M | $6M | $3M | $3M | $3M | $4M | $8M | $6M | $3M | $6M | |
| CapEx | $3M | $752.0K | $1M | $322.0K | $820.0K | $2M | $96.0K | $28.0K | $39.0K | $60.0K | $221.0K | |
| Investing Cash Flow | $-65M | $-140M | $-24M | $-67M | $31M | $-103M | $-76M | $13M | $-37M | $2M | $12M | |
| Stock Issued | · | · | $0 | $0 | $0 | $0 | $37M | $0 | $0 | $12.0K | $0 | |
| Net Stock Activity | · | · | · | · | · | $0 | · | · | · | · | · | |
| Financing Cash Flow | $266M | $162M | $209M | $83M | $-286M | $318M | $-157M | $131M | $173M | $24M | $45M | |
| Net Change in Cash | $210M | $25M | $191M | $18M | $-252M | $218M | $-229M | $152M | $142M | $30M | $62M | |
| Free Cash Flow | · | $3M | · | · | · | $1M | · | · | · | · | · |
Profitability 5
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 47.6% | 40.7% | · | 35.8% | 36.3% | 38.6% | · | 44.8% | · | · | · | |
| Pretax Margin | 60.0% | 51.2% | · | 44.9% | 45.8% | 48.4% | · | 56.3% | · | · | · | |
| EBITDA Margin | · | 0.83% | · | · | · | 0.83% | · | · | · | · | · | |
| ROA | 0.52% | 0.39% | · | 0.30% | 0.63% | 0.65% | · | 0.96% | · | · | · | |
| ROE | 5.6% | 4.3% | · | 3.5% | 5.8% | 7.4% | · | 14.3% | · | · | · |
Liquidity & Solvency 1
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.1 | · | · | · |
Efficiency 1
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | · | · | · |
Valuation (TTM) 4
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $63M | $58M | · | $57M | $57M | $55M | · | $49M | · | · | · | |
| Net Income TTM | $26M | $22M | · | $22M | $23M | $23M | · | $20M | · | · | · | |
| P/E | 10.6 | 10.4 | · | 8.4 | 5.8 | 5.1 | · | · | · | · | · | |
| Earnings Yield | 9.4% | 9.6% | · | 11.9% | 17.3% | 19.4% | · | · | · | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Net Income | $20M | $21M | $9M |
| Diluted EPS | $3.08 | $4.17 | $1.93 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | — |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Free Cash Flow | $11M | $22M | — |
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Institutional owners (13F) 75 filers · $86.9M 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 |
|---|---|---|---|---|
| 13 (+2 vs prior Q) | 5 (+3 vs prior Q) | 24 (+6 vs prior Q) | 11 (-1 vs prior Q) | +198K |
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 |
|---|---|---|---|---|
| Hingham Institution for Savings | $14,050,461 | 334,137 | 16.18% | Shares |
| ROYCE & ASSOCIATES LP | $13,369,167 | 317,935 | 15.39% | Shares |
| FJ Capital Management LLC | $12,353,785 | 293,788 | 14.22% | Shares |
| Gator Capital Management, LLC | $9,224,298 | 219,365 | 10.62% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $5,247,251 | 124,786 | 6.04% | Shares |
| Nuveen Asset Management, LLC | $3,701,611 | 147,651 | 4.26% | Shares |
| ENDEAVOUR CAPITAL ADVISORS INC | $3,500,915 | 83,256 | 4.03% | Shares |
| Beartown Capital Management, LLC | $3,187,138 | 75,794 | 3.67% | Shares |
| ALLIANCEBERNSTEIN L.P. | $2,589,196 | 74,189 | 2.98% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $2,363,256 | 56,171 | 2.72% | Shares |
| RMR Wealth Builders | $1,627,756 | 38,710 | 1.87% | Shares |
| Magnolia Private Wealth, LLC | $1,372,512 | 32,640 | 1.58% | Shares |
| STATE STREET CORP | $1,080,138 | 25,687 | 1.24% | Shares |
| Mariner, LLC | $1,017,775 | 24,204 | 1.17% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $783,223 | 18,626 | 0.90% | Shares |
| ELEVATION POINT WEALTH PARTNERS, LLC | $779,817 | 18,545 | 0.90% | Shares |
| Chevy Chase Trust Holdings, LLC | $774,519 | 18,419 | 0.89% | Shares |
| Militia Capital Management LLC | $773,552 | 18,396 | 0.89% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $752,905 | 17,905 | 0.87% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $723,260 | 17,200 | 0.83% | Shares |
| Wealthspire Advisors, LLC | $714,850 | 17,000 | 0.82% | Shares |
| VANGUARD GROUP INC | $632,526 | 18,260 | 0.73% | Shares |
| Militia Capital Partners, LP | $588,880 | 17,000 | 0.68% | Shares |
| GOLDMAN SACHS GROUP INC | $461,667 | 10,979 | 0.53% | Shares |
| Daytona Street Capital LLC | $421,800 | 10,000 | 0.49% | Shares |
| Quantinno Capital Management LP | $389,005 | 9,251 | 0.45% | Shares |
| BANK OF AMERICA CORP /DE/ | $379,249 | 9,019 | 0.44% | Shares |
| CITADEL ADVISORS LLC | $369,704 | 8,792 | 0.43% | Shares |
| JOHNSON INVESTMENT COUNSEL INC | $365,835 | 8,700 | 0.42% | Shares |
| RAYMOND JAMES FINANCIAL INC | $357,425 | 8,500 | 0.41% | Shares |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $336,400 | 8,000 | 0.39% | Shares |
| AlphaCore Capital LLC | $321,725 | 7,651 | 0.37% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $258,776 | 6,154 | 0.30% | Shares |
| SPC Financial, Inc. | $250,385 | 7,650 | 0.29% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $226,481 | 5,386 | 0.26% | Shares |
| CWM, LLC | $207,760 | 5,953 | 0.24% | Shares |
| BlackRock, Inc. | $157,519 | 3,746 | 0.18% | Shares |
| RHUMBLINE ADVISERS | $132,494 | 3,151 | 0.15% | Shares |
| BARCLAYS PLC | $127,748 | 3,038 | 0.15% | Shares |
| Bank of New York Mellon Corp | $121,819 | 2,897 | 0.14% | Shares |
| DEUTSCHE BANK AG\ | $107,774 | 2,563 | 0.12% | Shares |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $102,686 | 2,442 | 0.12% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $92,510 | 2,200 | 0.11% | Shares |
| WELLS FARGO & COMPANY/MN | $88,852 | 2,113 | 0.10% | Shares |
| Vanguard Global Advisers, LLC | $60,930 | 1,449 | 0.07% | Shares |
| Police & Firemen's Retirement System of New Jersey | $53,235 | 1,266 | 0.06% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $50,838 | 1,209 | 0.06% | Shares |
| CITIGROUP INC | $44,867 | 1,067 | 0.05% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $41,419 | 985 | 0.05% | Shares |
| UBS Group AG | $26,996 | 642 | 0.03% | Shares |
| NORTHERN TRUST CORP | $17,619 | 419 | 0.02% | Shares |
| Tower Research Capital LLC (TRC) | $12,783 | 304 | 0.01% | Shares |
| Ameritas Investment Partners, Inc. | $10,050 | 239 | 0.01% | Shares |
| Legal & General Group Plc | $8,831 | 210 | 0.01% | Shares |
| MORGAN STANLEY | $8,410 | 200 | 0.01% | Shares |
| Russell Investments Group, Ltd. | $5,340 | 127 | 0.01% | Shares |
| FMR LLC | $4,331 | 103 | 0.00% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4,118 | 118 | 0.00% | Shares |
| GAMMA Investing LLC | $3,280 | 78 | 0.00% | Shares |
| Sterling Capital Management LLC | $2,229 | 53 | 0.00% | Shares |
| ROYAL BANK OF CANADA | $2,000 | 51 | 0.00% | Shares |
| JPMORGAN CHASE & CO | $1,902 | 47 | 0.00% | Shares |
| FEDERATED HERMES, INC. | $1,472 | 35 | 0.00% | Shares |
| Arax Advisory Partners | $1,430 | 34 | 0.00% | Shares |
| ACADIAN ASSET MANAGEMENT LLC | $1,301 | 31,040 | 0.00% | Shares |
| Integrated Wealth Concepts LLC | $924 | 22 | 0.00% | Shares |
| Essential Partners LLC | $463 | 11 | 0.00% | Shares |
| Quarry LP | $378 | 9 | 0.00% | Shares |
| Covestor Ltd | $254 | 6,039 | 0.00% | Shares |
| EverSource Wealth Advisors, LLC | $252 | 6 | 0.00% | Shares |
| GSA CAPITAL PARTNERS LLP | $247 | 5,879 | 0.00% | Shares |
| Allworth Financial LP | $211 | 5 | 0.00% | Shares |
| Farther Finance Advisors, LLC | $165 | 4 | 0.00% | Shares |
| ROTHSCHILD INVESTMENT LLC | $84 | 2 | 0.00% | Shares |
| IFP Advisors, Inc | $84 | 2 | 0.00% | Shares |
Company insiders 15 insiders · 5 officers · 9 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| John J Brough | Chief Executive Officer | Oct. 3, 2024 P | 1,252 | 0 | 0 | $0 |
| Joanna R. Williamson | Chief Financial Officer | Oct. 3, 2024 P | 753 | 0 | 0 | $0 |
| David M. Evinger | President, Chief Risk Officer | Oct. 3, 2024 P | 125 | 0 | 0 | $0 |
| James R. Pollock | Corporate Development Officer | Oct. 3, 2024 P | 3,131 | 0 | 0 | $0 |
| Rachel G. Miller | Counsel & Corporate Secretary | Oct. 3, 2024 P | 407 | 0 | 0 | $0 |
| Mark Martinelli | Director | July 29, 2026 P | 3,000 | 2 | 0 | $29,876 |
| Joseph Michael Fitzgerald | Director | Oct. 3, 2024 P | 1,252 | 0 | 0 | $0 |
| Yonesy F. Nunez | Director | Oct. 3, 2024 P | 1,807 | 0 | 0 | $0 |
| Andrew J. Fitzgerald | Director | Oct. 3, 2024 P | 2,504 | 0 | 0 | $0 |
| Thomas G. Fitzgerald, Jr. | Director | Oct. 3, 2024 P | 2,504 | 0 | 0 | $0 |
| Benita Thompson-Byas | Director | Oct. 3, 2024 P | 188 | 0 | 0 | $0 |
| Michelle L. Korsmo | Director | Oct. 3, 2024 P | 626 | 0 | 0 | $0 |
| Martin S. Friedman | 10% owner | Feb. 25, 2025 P | 338,236 | 0 | 0 | $0 |
| Michael J. Conover | — | Feb. 4, 2025 P | 3,250 | 0 | 0 | $0 |
| Paul W. Leavitt | — | Nov. 22, 2024 G | 1,196 | 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 |
|---|---|---|---|---|---|
| FITZGERALD THOMAS G, FITZGERALD PETER G, SCHAUER JULIE F, FITZGERALD GERALD F JR, FITZGERALD JAMES G, Fitzgerald Thomas G. Jr., Peterson Lauren Fitzgerald, Fitzgerald Andrew J., Everglades Trust, Julie F. Schauer 1994 Trust, JBF 2013 Trust, Fitzgerald 2002 Special Trust, GFF Family Trust, Anhinga Trust, Andrew J. Fitzgerald 2011 Trust, JEM Management, L.P., TGF INVESTMENTS L P, TF Management, LLC, Otis Road Investments, L.P, Otis Management, LLC, S.C. Investments II, L.P. ×2 filings | Feb. 2, 2026 | 0.00% | Amendment | — | SEC |
| Peter G. Fitzgerald, Julie Fitzgerald Schauer, Gerald F. Fitzgerald, Jr., James G. Fitzgerald, Thomas G. Fitzgerald, Thomas G. Fitzgerald, Jr., Lauren Fitzgerald Peterson, Andrew J. Fitzgerald, Everglades Trust, Julie F. Schauer 1994 Trust, JBF 2013 Trust, Fitzgerald 2002 Special Trust, GFF Family Trust, Anhinga Trust, Andrew J. Fitzgerald 2011 Trust, JEM Management, L.P., TGF Investments, L.P., TF Management, LLC, Otis Road Investments, L.P., Otis Management, LLC, S C Investments II, L.P. ×2 filings | Nov. 15, 2024 | — | 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 13 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% | 8,991 SH | Aug. 8, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.01% | 2,399 SH | Aug. 8, 2026 | Daily |
| IWN · iShares Trust | 0.01% | 21,248 SH | Aug. 8, 2026 | Daily |
| IWM · iShares Trust | 0.00% | 52,337 SH | Aug. 8, 2026 | Daily |
| RSSL · Global X Funds | 0.00% | 915 NS | April 30, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.00% | 103 NS | May 31, 2026 | N-PORT |
| UWM · ProShares Trust | 0.00% | 80 NS | May 31, 2026 | N-PORT |
| URTY · ProShares Trust | 0.00% | 84 NS | May 31, 2026 | N-PORT |
| HDG · ProShares Trust | 0.00% | 2 NS | May 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 33,841 SH | Aug. 8, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 88,229 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.00% | 15,188 SH | Aug. 8, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 318 SH | Aug. 8, 2026 | Daily |