FMAO Farmers & Merchants Bancorp, Inc. - Common Stock

NASDAQ · Banking · View on SEC EDGAR ↗
$34.80
Price · Aug 19, 2026
Fundamentals as of Jul 29, 2026

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

Price
$34.80
Market Cap
$478M
P/E (TTM)
14.3
EPS (TTM)
$2.43
Revenue (TTM)
Div Yield
2.5%
ROE
9.2%
Debt/Equity
52W Range
$23 – $36

FMAO 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 $2.43
6-point trend, +35.0%
2020-12-31 2025-12-31
Free Cash Flow $35M
9-point trend, +248.9%
2016-12-31 2025-12-31
Margins 27.4%

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

Metric
5Y trend
FMAO
Peer Median
P/E (TTM)
5-point trend, -37.7%
14.3
12.9
P/S (TTM)
5-point trend, -23.8%
3.9
2.5
P/B
5-point trend, -18.8%
1.3
1.0
Price / FCF
5-point trend, -16.5%
13.7

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

Metric
5Y trend
FMAO
Peer Median
Net Profit Margin
5-point trend, +4.5%
27.4%
25.3%
ROA
5-point trend, -14.0%
0.98%
0.96%
ROE
5-point trend, +13.1%
9.2%
8.7%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
FMAO
Peer Median

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

Metric
5Y trend
FMAO
Peer Median
Revenue YoY
19.6%
Revenue CAGR 3Y
5.8%
Revenue CAGR 5Y
9.7%
EPS YoY
5-point trend, +20.9%
27.9%
Net Income YoY
5-point trend, +41.8%
28.4%

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

Metric
5Y trend
FMAO
Peer Median
EPS (Diluted)
5-point trend, +20.9%
$2.43

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
FMAO
Peer Median
Payout Ratio
5-point trend, +1.5%
36.3%

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

Dividend Yield
2.5%
Payout Ratio
36.3%
5Y Div CAGR
Ex-dateAmount
July 10, 2026$0.2300
April 2, 2026$0.2300
Dec. 29, 2025$0.2300
Oct. 10, 2025$0.2280
July 7, 2025$0.2210
April 4, 2025$0.2210
Dec. 27, 2024$0.2210
Oct. 4, 2024$0.2210
July 5, 2024$0.2200
March 27, 2024$0.2200
Dec. 28, 2023$0.2200
Oct. 5, 2023$0.2100
July 6, 2023$0.2100
March 30, 2023$0.2100
Dec. 29, 2022$0.2100
Sept. 23, 2022$0.2100
July 7, 2022$0.2030
March 31, 2022$0.1900
Dec. 27, 2021$0.1900
Sept. 27, 2021$0.1800

FMAO 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

3 analysts · 2026-08-16
Median target $36.00 +3.4%
Mean target $36.00 +3.4%

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

Avg Surprise
0.07%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.86 $0.69 0.17%
March 31, 2026 $0.72 $0.69 0.03%
Dec. 31, 2025 $0.71 $0.67 0.04%
Sept. 30, 2025 $0.64 $0.61 0.03%
June 30, 2025 $0.56 $0.51 0.05%
March 31, 2025 $0.51 $0.43 0.08%

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

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
FMAO $340M 10.2 19.6% 27.4% 9.2%
PDLB $395M 13.6 30.5% 26.3% 5.4%
BSVN $388M 9.1 -1.1% 44.7% 18.6%
WTBA $376M 11.6 19.4% 34.2% 12.8%
CBK $336M 8.3 2.1% 41.2% 14.7%
CZNC $359M 12.3 13.3% 19.1% 7.5%
CBAN $379M 11.2 14.5% 21.4% 8.4%
RBB $352M 11.3 -2.4% 618.3% 6.1%
TFC $62.13B 12.9 53.0% 26.1% 8.2%

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

Income Statement 9
Annual Income Statement data for FMAO
Metric Trend 202520242023202220212020201920182017201620152014
SG&A Expense 12-point trend, -1.4% $6M $5M $6M $6M $8M $6M $6M $4M $4M $4M $6M $6M
Interest Expense 10-point trend, +1471.9% · · $58M $14M $7M $10M $15M $7M $5M $4M $4M $4M
Interest Income 12-point trend, +418.8% $174M $164M $140M $101M $77M $70M $68M $46M $41M $38M $34M $33M
Pretax Income 12-point trend, +214.6% $43M $33M $28M $40M $29M $25M $23M $18M $18M $16M $14M $14M
Income Tax 12-point trend, +138.1% $9M $7M $6M $8M $6M $5M $4M $3M $5M $5M $4M $4M
Net Income 12-point trend, +245.3% $33M $26M $23M $33M $23M $20M $18M $15M $13M $12M $10M $10M
EPS (Basic) 7-point trend, +16.8% $2.43 $1.90 $1.67 $2.46 $2.01 $1.80 · · · · · $2.08
EPS (Diluted) 6-point trend, +35.0% $2.43 $1.90 $1.67 $2.46 $2.01 $1.80 · · · · · ·
Shares (Basic) 12-point trend, +195.0% 13,559,873 13,418,729 13,492,903 13,091,422 11,570,218 11,061,391 11,030,441 9,179,964 9,162,161 9,144,266 9,164,116 4,595,900
Balance Sheet 15
Annual Balance Sheet data for FMAO
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents · · · · · · · · · · · $24M
PP&E (Net) 12-point trend, +57.0% $32M $34M $36M $28M $27M $27M $26M $23M $22M $21M $21M $20M
PP&E (Gross) 12-point trend, +107.8% $80M $79M $78M $68M $61M $58M $58M $46M $43M $42M $40M $38M
Accum. Depreciation 12-point trend, +164.9% $48M $46M $42M $39M $34M $31M $32M $23M $22M $20M $19M $18M
Goodwill 12-point trend, +2019.7% $86M $86M $86M $86M $80M $47M $47M $4M $4M $4M $4M $4M
Intangibles 4-point trend, +154.2% · · · · · · $4M · · $740.0K $1M $1M
Total Assets 12-point trend, +264.9% $3.43B $3.36B $3.28B $3.02B $2.64B $1.91B $1.61B $1.12B $1.11B $1.06B $989M $941M
Total Liabilities 12-point trend, +270.6% $3.06B $3.03B $2.97B $2.72B $2.34B $1.66B $1.38B $973M $973M $930M $869M $827M
Common Stock 12-point trend, +1008.9% $136M $136M $136M $135M $123M $82M $82M $11M $12M $12M $12M $12M
Retained Earnings 12-point trend, +126.7% $258M $236M $221M $212M $189M $174M $160M $148M $137M $128M $120M $114M
Treasury Stock 12-point trend, -10.8% $11M $11M $11M $12M $12M $12M $12M $12M $12M $12M $12M $12M
AOCI 12-point trend, -2777.5% $-12M $-25M $-29M $-38M $-3M $6M $1M $-3M $-2M $-2M $212.0K $444.0K
Stockholders' Equity 12-point trend, +223.9% $371M $335M $317M $298M $297M $249M $230M $143M $134M $126M $120M $114M
Liabilities + Equity 12-point trend, +264.9% $3.43B $3.36B $3.28B $3.02B $2.64B $1.91B $1.61B $1.12B $1.11B $1.06B $989M $941M
Shares Outstanding 12-point trend, +164.4% 13,748,074 13,699,536 13,664,641 14,564,425 14,063,999 12,230,000 12,230,000 10,400,000 10,400,000 10,400,000 5,200,000 5,200,000
Cash Flow 13
Annual Cash Flow data for FMAO
Metric Trend 202520242023202220212020201920182017201620152014
Stock-based Comp 12-point trend, +500.9% $1M $1M $1M $899.0K $822.0K $1M $1M $745.0K $507.0K $402.0K $314.0K $232.0K
Deferred Tax 10-point trend, -329.1% $-126.0K $307.0K $2M $171.0K $-2M $-2M $292.0K $471.0K $21.0K $55.0K · ·
Amort. of Intangibles 12-point trend, +245.2% $2M $2M $2M $1M $677.0K $720.0K $727.0K $167.0K $245.0K $323.0K $323.0K $480.0K
Operating Cash Flow 12-point trend, +91.7% $37M $32M $22M $41M $35M $27M $24M $11M $18M $12M $15M $19M
CapEx 12-point trend, -39.2% $2M $2M $11M $3M $2M $3M $4M $3M $2M $2M $2M $3M
Investing Cash Flow 10-point trend, -116.1% $-139M $-44M $-194M $-390M $-266M $-178M $-149M $1M $-48M $-64M · ·
Stock Repurchased 12-point trend, -37.2% $362.0K $664.0K $218.0K $308.0K $338.0K $383.0K $381.0K $490.0K $196.0K $194.0K $803.0K $576.0K
Net Stock Activity 11-point trend, +37.2% $-362.0K $-664.0K · $-308.0K $-338.0K $-383.0K $-381.0K $-490.0K $-196.0K $-194.0K $-803.0K $-576.0K
Dividends Paid 12-point trend, +212.8% $12M $12M $11M $10M $8M $7M $6M $5M $4M $4M $4M $4M
Financing Cash Flow 10-point trend, -59.8% $23M $46M $230M $253M $236M $275M $138M $-8M $37M $58M · ·
Net Change in Cash 12-point trend, -1662.7% $-79M $34M $58M $-96M $5M $124M $13M $4M $6M $6M $-2M $5M
Free Cash Flow 11-point trend, +115.2% $35M $31M · $38M $33M $24M $20M $10M $17M $10M $13M $16M
Levered FCF 9-point trend, +95.1% · · · $27M $27M $16M $8M $4M $14M $7M $10M $14M
Profitability 4
Annual Profitability data for FMAO
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 11-point trend, +13.5% 27.4% 25.6% · 31.8% 27.0% 26.2% 28.1% 29.5% 27.2% 26.0% 25.3% 24.2%
Pretax Margin 11-point trend, +3.4% 35.0% 32.1% · 39.6% 33.9% 32.9% 34.6% 35.8% 38.2% 36.4% 34.7% 33.9%
ROA 11-point trend, -3.0% 0.98% 0.78% · 1.1% 1.0% 1.1% 1.4% 1.3% 1.2% 1.1% 1.1% 1.0%
ROE 11-point trend, +6.7% 9.2% 7.7% · 11.2% 8.5% 8.2% 8.0% 10.6% 9.8% 9.5% 8.8% 8.6%
Efficiency 1
Annual Efficiency data for FMAO
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, -14.8% 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 FMAO
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 11-point trend, +22.5% $26.98 $24.47 · $20.47 $21.13 $20.37 $18.83 $13.78 $12.90 $24.15 $23.10 $22.02
Cash / Share · · · · · · · · · · · $4.67
Dividend / Share 12-point trend, +7.1% $1 $1 $1 $1 $1 $1 $1 $1 $0 $0 $0 $1
EPS (TTM) 6-point trend, +35.0% $2.43 $1.90 $1.67 $2.46 $2.01 $1.80 · · · · · ·
Growth Rates 10
Annual Growth Rates data for FMAO
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +42.3% 19.6% 4.3% -5.1% 17.8% 13.8% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -30.5% 5.8% 5.2% 8.3% · · · · · · · · ·
Revenue CAGR 5Y 9.7% · · · · · · · · · · ·
EPS YoY 5-point trend, +139.0% 27.9% 13.8% -32.1% 22.4% 11.7% · · · · · · ·
EPS CAGR 3Y 3-point trend, +83.4% -0.41% -1.9% -2.5% · · · · · · · · ·
EPS CAGR 5Y 6.2% · · · · · · · · · · ·
Net Income YoY 5-point trend, +68.0% 28.4% 13.8% -29.9% 38.4% 16.9% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -81.1% 0.81% 3.4% 4.3% · · · · · · · · ·
Net Income CAGR 5Y 10.6% · · · · · · · · · · ·
Dividend CAGR 5Y 11.0% · · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for FMAO
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +204.2% $121M $102M $97M $103M $87M $77M $65M $51M $47M $45M $41M $40M
Net Income TTM 12-point trend, +245.3% $33M $26M $23M $33M $23M $20M $18M $15M $13M $12M $10M $10M
Market Cap 11-point trend, +388.8% $340M $403M · $396M $462M $281M $369M $400M $424M $91M $70M $70M
P/E 6-point trend, -20.4% 10.2 15.5 14.9 11.0 16.3 12.8 · · · · · ·
P/S 11-point trend, +60.7% 2.8 4.0 · 3.9 5.3 3.7 5.6 7.9 9.1 2.0 1.7 1.7
P/B 11-point trend, +50.9% 0.9 1.2 · 1.3 1.6 1.1 1.6 2.8 3.2 0.7 0.6 0.6
P / Tangible Book 6-point trend, -14.3% 1.2 1.6 1.6 1.9 2.1 1.4 · · · · · ·
P / Cash Flow 11-point trend, +154.9% 9.3 12.4 · 9.7 13.3 10.3 15.4 33.0 22.0 7.3 4.7 3.6
P / FCF 11-point trend, +127.2% 9.7 13.2 · 10.4 14.1 11.6 18.1 42.0 24.3 9.1 5.3 4.3
Dividend Yield 11-point trend, -36.0% 3.6% 3.0% · 2.6% 1.7% 2.5% 1.7% 1.2% 1.1% 4.5% 5.6% 5.6%
Earnings Yield 6-point trend, +25.5% 9.8% 6.5% 6.7% 9.0% 6.1% 7.8% · · · · · ·
Payout Ratio 11-point trend, -9.4% 36.3% 46.0% · 31.6% 32.6% 35.8% 34.5% 33.1% 34.9% 35.3% 38.1% 40.1%
Annual Payout 12-point trend, +212.8% $12M $12M $11M $10M $8M $7M $6M $5M $4M $4M $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 $33M$26M$23M$33M$23M
Diluted EPS $2.43$1.90$1.67$2.46$2.01
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $35M$31M$38M$33M

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Institutional owners (13F) 119 filers · $106.7M 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
26 (+7 vs prior Q) 9 (+7 vs prior Q) 48 (+11 vs prior Q) 17 (-10 vs prior Q) +297K

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 $17,653,895 577,302 16.55% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $8,843,063 289,178 8.29% Shares
GEODE CAPITAL MANAGEMENT, LLC $8,718,392 285,002 8.17% Shares
STATE STREET CORP $8,196,510 268,035 7.68% Shares
DIMENSIONAL FUND ADVISORS LP $7,492,436 245,011 7.02% Shares
Goelzer Investment Management, Inc. $6,837,811 223,604 6.41% Shares
AMERICAN CENTURY COMPANIES INC $5,717,206 186,959 5.36% Shares
Mendel Money Management $3,543,491 115,877 3.32% Shares
Gryphon Financial Partners LLC $3,063,658 100,185 2.87% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $2,782,413 90,988 2.61% Shares
Quantinno Capital Management LP $2,609,514 85,334 2.45% Shares
VANGUARD FIDUCIARY TRUST CO $2,596,334 84,903 2.43% Shares
AQR CAPITAL MANAGEMENT LLC $2,240,292 73,260 2.10% Shares
SEGALL BRYANT & HAMILL, LLC $2,084,547 68,167 1.95% Shares
RENAISSANCE TECHNOLOGIES LLC $1,739,421 56,881 1.63% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1,201,519 39,291 1.13% Shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $1,046,845 34,233 0.98% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $1,045,438 34,187 0.98% Shares
Trexquant Investment LP $1,011,036 33,062 0.95% Shares
Venture Visionary Partners LLC $948,254 31,008 0.89% Shares
Empowered Funds, LLC $906,911 29,657 0.85% Shares
Bank of New York Mellon Corp $831,287 27,184 0.78% Shares
CITADEL ADVISORS LLC $797,955 26,094 0.75% Shares
XTX Topco Ltd $772,145 25,250 0.72% Shares
MILLENNIUM MANAGEMENT LLC $743,889 24,326 0.70% Shares
Integrated Quantitative Investments LLC $734,440 24,017 0.69% Shares
Man Group plc $534,538 17,480 0.50% Shares
RHUMBLINE ADVISERS $514,990 16,841 0.48% Shares
MERCER GLOBAL ADVISORS INC /ADV $513,777 16,801 0.48% Shares
GOLDMAN SACHS GROUP INC $472,155 15,440 0.44% Shares
LOS ANGELES CAPITAL MANAGEMENT LLC $446,866 14,613 0.42% Shares
HICKS CAPITAL MANAGEMENT LLC $443,808 14,513 0.42% Shares
BlackRock, Inc. $439,006 14,356 0.41% Shares
BANK OF AMERICA CORP /DE/ $438,701 14,346 0.41% Shares
DEUTSCHE BANK AG\ $404,145 13,216 0.38% Shares
AMERIPRISE FINANCIAL INC $381,118 12,463 0.36% Shares
MARSHALL WACE, LLP $379,620 12,414 0.36% Shares
Waverly Advisors, LLC $369,070 12,069 0.35% Shares
Revisor Wealth Management LLC $354,942 11,607 0.33% Shares
WELLS FARGO & COMPANY/MN $347,022 11,348 0.33% Shares
Align Financial, LLC $342,496 11,200 0.32% Shares
PRUDENTIAL FINANCIAL INC $325,524 10,645 0.31% Shares
FIRST MANHATTAN CO. LLC. $293,721 9,605 0.28% Shares
ALLIANCEBERNSTEIN L.P. $285,194 11,110 0.27% Shares
Hendershot Investments Inc. $269,700 30 0.25% Shares
Buckingham Capital Management, Inc. $261,310 8,873 0.24% Shares
Semanteon Capital Management, LP $252,346 8,252 0.24% Shares
IEQ CAPITAL, LLC $249,074 8,145 0.23% Shares
Sequoia Financial Advisors, LLC $249,013 8,143 0.23% Shares
MetLife Investment Management, LLC $230,420 7,535 0.22% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $229,809 7,515 0.22% Shares
STIFEL FINANCIAL CORP $216,995 7,096 0.20% Shares
OCCUDO QUANTITATIVE STRATEGIES LP $211,858 6,928 0.20% Shares
Russell Investments Group, Ltd. $211,216 6,907 0.20% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $190,819 6,240 0.18% Shares
GLOBEFLEX CAPITAL L P $181,370 5,931 0.17% Shares
STRS OHIO $174,306 5,700 0.16% Shares
JPMORGAN CHASE & CO $171,686 5,618 0.16% Shares
Invesco Ltd. $164,520 5,380 0.15% Shares
Police & Firemen's Retirement System of New Jersey $143,176 4,682 0.13% Shares
Vanguard Global Advisers, LLC $136,050 4,449 0.13% Shares
State of Tennessee, Department of Treasury $135,225 4,422 0.13% Shares
NEW YORK STATE COMMON RETIREMENT FUND $128,650 4,207 0.12% Shares
Farther Finance Advisors, LLC $120,733 3,948 0.11% Shares
BNP PARIBAS FINANCIAL MARKETS $114,033 3,729 0.11% Shares
TRUST CO OF TOLEDO NA /OH/ $111,311 3,640 0.10% Shares
OSAIC HOLDINGS, INC. $110,667 3,619 0.10% Shares
VANGUARD GROUP INC $109,979 4,449 0.10% Shares
Clearstead Advisors, LLC $80,887 2,645 0.08% Shares
CoreCap Advisors, LLC $69,201 2,263 0.06% Shares
NORTHERN TRUST CORP $65,105 2,129 0.06% Shares
UBS Group AG $62,444 2,042 0.06% Shares
Larson Financial Group LLC $62,230 2,035 0.06% Shares
GAMMA Investing LLC $59,172 1,935 0.06% Shares
BARCLAYS PLC $47,430 1,551 0.04% Shares
Ameritas Investment Partners, Inc. $40,977 1,340 0.04% Shares
Legal & General Group Plc $40,427 1,322 0.04% Shares
Nuveen, LLC $38,806 1,269 0.04% Shares
Nuveen Asset Management, LLC $37,372 1,269 0.04% Shares
Arax Advisory Partners $37,064 1,212 0.03% Shares
MORGAN STANLEY $35,656 1,166 0.03% Shares
CITIGROUP INC $31,436 1,028 0.03% Shares
Tower Research Capital LLC (TRC) $30,305 991 0.03% Shares
Versant Capital Management, Inc $24,862 813 0.02% Shares
CWM, LLC $20,562 801 0.02% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $17,635 687 0.02% Shares
FMR LLC $15,107 494 0.01% Shares
ROYAL BANK OF CANADA $13,000 427 0.01% Shares
NISA INVESTMENT ADVISORS, LLC $8,562 280 0.01% Shares
Sterling Capital Management LLC $8,348 273 0.01% Shares
Allworth Financial LP $5,321 174 0.00% Shares
Integrated Wealth Concepts LLC $5,320 174 0.00% Shares
IFP Advisors, Inc $2,844 93 0.00% Shares
SBI Securities Co., Ltd. $2,385 78 0.00% Shares
Essential Partners LLC $2,232 73 0.00% Shares
Creative Planning $1,927 63 0.00% Shares
ACADIAN ASSET MANAGEMENT LLC $1,879 61,586 0.00% Shares
JPL Wealth Management, LLC $1,621 53 0.00% Shares
ROTHSCHILD INVESTMENT LLC $1,498 49 0.00% Shares
US BANCORP \DE\ $1,162 38 0.00% Shares

Company insiders 41 insiders · 17 officers · 28 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Lars B Eller President & CEO June 4, 2026 A 33,874 0 0 $0
Marcia Sloan Latta Vice Chairman of the Board June 4, 2026 A 9,152 0 0 $0
Kevin J Sauder Chairman of the Board June 4, 2026 A 8,448 0 0 $0
Eric D Faust Chief Risk Officer March 23, 2026 S 5,538 0 2 $-36,012
Andrew S Baker SVP/Chief Strategy Officer March 2, 2026 A 7,819 0 0 $0
Shalini Singhal SVP/Chief Information Officer March 2, 2026 A 8,949 0 0 $0
Barbara J Britenriker Exec. Vice President March 2, 2026 A 33,930 0 0 $0
Benet S Rupp Exec. Vice President March 2, 2023 A 6,055 0 0 $0
Rex D Rice Exec. Vice President March 2, 2023 A 24,045 0 0 $0
Edward A Leininger Executive Vice President May 27, 2022 F 22,347 0 0 $0
Todd A Graham Executive Vice Pres Jan. 31, 2020 F 1,404 0 0 $0
Katrina L Degroff Sr. Vice President Dec. 19, 2019 F 1,921 0 0 $0
Allen Lantz Executive Vice President Jan. 4, 2019 F 11,287 0 0 $0
David P Rupp JR VICE PRESIDENT Aug. 19, 2010 J 30,000 0 0 $0
Richard J Lis Exec. Vice President Sept. 5, 2007 A 920 0 0 $0
James C Burkhart Senior VIce President Sept. 6, 2005 A 40 0 0 $0
Eugene Bernath Chairman of the Board Nov. 14, 2003 J 4,608 0 0 $0
Andrew J Briggs Director Aug. 18, 2026 S 49,148 0 68 $-6,216,640
Gregory R Allen Director Aug. 3, 2026 P 300 1 0 $10,341
Ahmed Alomari Director June 4, 2026 A 933 0 0 $0
Kevin G Frey Director June 4, 2026 A 81,636 0 0 $0
Ian D Boyce Director June 4, 2026 A 3,242 2 0 $13,469
David P Vernon Director June 4, 2026 A 50,471 0 0 $0
Simon R. Frank Director June 4, 2026 A 3,265 0 0 $0
Lori Ann Johnston Director June 4, 2026 A 3,417 0 0 $0
Steven J Planson Director June 4, 2026 A 29,431 1 0 $54,545
Jo Ellen Hornish Director June 5, 2025 A 41,008 0 0 $0
Brad K. Stamm Director June 6, 2024 A 143,910 0 0 $0
Eugene N Burkholder Director June 6, 2024 A 25,667 0 0 $0
Jack Cornelius Jackson Director June 6, 2024 A 5,422 0 0 $0
Anthony Rupp Director June 3, 2021 A 19,313 0 0 $0
Steven Everhart Director June 3, 2021 A 19,834 0 0 $0
Paul S Siebenmorgen Director June 3, 2021 A 31,753 0 0 $0
Steven Wyse Director Sept. 12, 2016 P 143,836 0 0 $0
Darryl L Faye Director Dec. 7, 2012 P 1,200 0 0 $0
James Saneholtz Director March 1, 2012 P 6,900 0 0 $0
Robert G Frey Director Dec. 15, 2011 P 73,759 0 0 $0
Dean Miller Director June 10, 2008 J 24,253 0 0 $0
Betty Young Director Jan. 5, 2007 J 900 0 0 $0
Dexter Benecke Director Nov. 18, 2005 J 1,423 0 0 $0
David R Gerken Aug. 6, 2026 S 6,509 0 2 $-56,952

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

ETF ownership Held by 31 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
AVSC · AMERICAN CENTURY ETF TRUST 0.02% 17,809 NS May 31, 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.01% 115,324 NS May 31, 2026 N-PORT
RSSL · Global X Funds 0.01% 5,615 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.01% 598 NS May 31, 2026 N-PORT
UWM · ProShares Trust 0.01% 467 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.01% 27,380 NS April 30, 2026 N-PORT
URTY · ProShares Trust 0.00% 474 NS May 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.00% 19,514 NS April 30, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.00% 9,712 NS April 30, 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0.00% 476 NS May 31, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 497 NS May 31, 2026 N-PORT
HDG · ProShares Trust 0.00% 12 NS May 31, 2026 N-PORT
EBI · RBB Fund Trust 0.00% 345 NS May 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.00% 569 NS April 30, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.00% 6,363 NS April 30, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.00% 1,430 NS April 30, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 1,955 NS April 30, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 1,027 NS May 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 4 NS April 30, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.00% 4 NS April 30, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS July 15, 2026 Daily
VTI · VANGUARD INDEX FUNDS July 15, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS July 15, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS July 15, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS July 15, 2026 Daily
IWV · iShares Trust Aug. 18, 2026 Daily
IWN · iShares Trust Aug. 17, 2026 Daily
IWM · iShares Trust Aug. 18, 2026 Daily
IWC · iShares Trust Aug. 18, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust July 13, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… July 21, 2026 Daily