FRST Primis Financial Corp. - Common Stock

NASDAQ · Banking · View on SEC EDGAR ↗
$16.64
Price · Aug 18, 2026
Fundamentals as of Aug 7, 2026
52W Range
$10–$17
97% of range
Analyst Rating
BUY
10 analysts
Price Target
$19
+15% upside
P/E (TTM)
6.7
ROE
15.9%
Net Profit Margin
27.5%

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

Price
$16.64
Market Cap
$412M
P/E (TTM)
6.7
EPS (TTM)
$2.49
Revenue (TTM)
—
Div Yield
2.4%
ROE
15.9%
Debt/Equity
—
52W Range
$10 – $17

FRST 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 $2.49
3-point trend, +878.1%
2023-12-31 → 2025-12-31
Free Cash Flow $9M
3-point trend, -66.4%
2023-12-31 → 2025-12-31
Margins 27.5%

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

Metric
5Y trend
FRST
Peer Median
P/E (TTM)
3-point trend, +114.1%
6.7
10.2
P/S (TTM)
3-point trend, -29.3%
1.8
2.2
P/B
3-point trend, -2.3%
1.0
1.0
Price / FCF
3-point trend, +227.2%
45.6
—

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

Metric
5Y trend
FRST
Peer Median
Net Profit Margin
3-point trend, +604.8%
27.5%
28.2%
ROA
3-point trend, +895.0%
1.6%
1.1%
ROE
3-point trend, +877.5%
15.9%
10.7%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
FRST
Peer Median

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

Metric
5Y trend
FRST
Peer Median
Revenue YoY
51.9%
—
Revenue CAGR 3Y
23.1%
—
Revenue CAGR 5Y
16.1%
—

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

Metric
5Y trend
FRST
Peer Median
EPS (Diluted)
3-point trend, +878.1%
$2.49
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
FRST
Peer Median
Payout Ratio
3-point trend, +112.7%
16.1%
—

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

Dividend Yield
2.4%
Payout Ratio
16.1%
5Y Div CAGR
—
Ex-dateAmount
Aug. 7, 2026$0.1000
May 8, 2026$0.1000
Feb. 13, 2026$0.1000
Nov. 7, 2025$0.1000
Aug. 8, 2025$0.1000
May 14, 2025$0.1000
Feb. 12, 2025$0.1000
Nov. 8, 2024$0.1000
Aug. 9, 2024$0.1000
May 9, 2024$0.1000
Feb. 8, 2024$0.1000
Nov. 9, 2023$0.1000
Aug. 10, 2023$0.1000
May 11, 2023$0.1000
Feb. 9, 2023$0.1000
Nov. 10, 2022$0.1000
Aug. 11, 2022$0.1000
May 12, 2022$0.1000
Feb. 10, 2022$0.1000
Nov. 10, 2021$0.1000

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

BUY 10 analysts
  • Strong Buy 4 40.0%
  • Buy 5 50.0%
  • Hold 1 10.0%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

4 analysts · 2026-08-19
Median target $19.38 +16.4%
Mean target $19.19 +15.3%

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

Avg Surprise
-0.22%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.23 $0.39 -0.16%
March 31, 2026 $0.33 $0.29 0.04%
Dec. 31, 2025 $0.10 $1.13 -1.0%
Sept. 30, 2025 $0.28 $0.23 0.05%
June 30, 2025 $0.11 $0.22 -0.11%
March 31, 2025 $0.14 $0.26 -0.12%

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

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
FRST $344M 5.6 51.9% 27.5% 15.9% —
PBFS $338M 16.2 15.2% 128.3% 6.4% —
ISTR $262M 12.5 7.5% 25.4% 8.2% —
USCB — 13.8 9.1% 28.9% 11.6% —
PKBK — 7.9 26.8% 47.3% 11.9% —
CHMG — 17.8 -2.2% 15.9% 6.2% —
MVBF — 12.5 10.2% — — —
FNLC $297M 8.6 18.0% 36.3% 12.3% —
PCB $308M 8.4 4.5% 1291.9% 9.8% —
CZFS $300M 7.5 2.8% 370.1% 11.2% —

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

Income Statement 9
Annual Income Statement data for FRST
Metric Trend 202520242023202220212020201920182017201620152014
Interest Expense 9-point trend, +1226.9% · · $94M $22M $19M $26M $37M $28M $16M $9M $7M ·
Interest Income 11-point trend, +358.7% $200M $211M $193M $123M $113M $118M $121M $119M $84M $49M $44M ·
Pretax Income 11-point trend, +419.9% $73M $-29M $-11M $17M $40M $19M $38M $43M $16M $15M $14M ·
Income Tax 11-point trend, +215.3% $15M $-4M $-1M $3M $9M $4M $6M $10M $13M $5M $5M ·
Net Income 11-point trend, +561.5% $61M $-16M $-8M $14M $31M $23M $33M $34M $2M $10M $9M ·
EPS (Basic) 10-point trend, +227.6% $2.49 $-0.66 $-0.32 $0.58 · $0.96 $1.38 $1.40 $0.13 $0.84 $0.76 ·
EPS (Diluted) 10-point trend, +232.0% $2.49 $-0.66 $-0.32 $0.57 · $0.96 $1.36 $1.39 $0.13 $0.83 $0.75 ·
Shares (Basic) 11-point trend, +101.8% 24,668,000 24,688,000 24,639,000 24,561,000 24,438,000 24,239,000 24,050,000 24,012,000 18,391,000 12,252,000 12,224,000 ·
Shares (Diluted) 11-point trend, +100.2% 24,683,000 24,688,000 24,639,000 24,669,000 24,601,000 24,363,000 24,325,000 24,273,000 18,672,000 12,427,000 12,330,000 ·
Balance Sheet 16
Annual Balance Sheet data for FRST
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +274.8% $144M $65M $78M $78M $530M $196M $32M $29M $25M $47M $30M $38M
PP&E (Net) 10-point trend, -26.2% $6M $19M $21M $25M $30M $30M $31M $32M $36M $8M · ·
PP&E (Gross) 10-point trend, +16.6% $17M $39M $38M $44M $49M $46M $45M $44M $67M $15M · ·
Accum. Depreciation 10-point trend, +69.7% $11M $20M $18M $18M $18M $16M $14M $12M $32M $7M · ·
Goodwill 10-point trend, +788.9% $93M $93M $93M $105M $102M $102M $102M $102M $101M $11M · ·
Intangibles 10-point trend, -95.9% $36.0K $665.0K $2M $3M $4M $6M $7M $9M $10M $874.0K · ·
Total Assets 10-point trend, +254.3% $4.05B $3.69B $3.86B $3.57B $3.41B $3.09B $2.72B $2.70B $2.61B $1.14B · ·
Total Liabilities 10-point trend, +256.7% $3.62B $3.33B $3.46B $3.18B $3.00B $2.70B $2.34B $2.35B $2.29B $1.02B · ·
Common Stock 10-point trend, +100.8% $247.0K $247.0K $247.0K $246.0K $245.0K $243.0K $241.0K $240.0K $239.0K $123.0K · ·
Paid-in Capital 10-point trend, +201.8% $317M $315M $314M $313M $311M $309M $307M $306M $305M $105M · ·
Retained Earnings 10-point trend, +395.4% $110M $58M $84M $102M $98M $78M $69M $45M $19M $22M · ·
Treasury Stock 2-point trend, +807000.00 $807.0K $0 · · · · · · · · · ·
AOCI 12-point trend, +11.6% $-3M $-21M $-22M $-26M $1M $3M $783.0K $-3M $-1M $-789.0K $-610.0K $-3M
Stockholders' Equity 12-point trend, +271.0% $423M $365M $376M $389M $410M $389M $377M $348M $323M $126M $120M $114M
Liabilities + Equity 10-point trend, +254.3% $4.05B $3.69B $3.86B $3.57B $3.41B $3.09B $2.72B $2.70B $2.61B $1.14B · ·
Shares Outstanding 10-point trend, +101.4% 24,695,385 24,722,734 24,693,172 24,680,097 24,574,619 24,368,612 24,181,534 24,052,253 23,936,453 12,263,643 · ·
Cash Flow 15
Annual Cash Flow data for FRST
Metric Trend 202520242023202220212020201920182017201620152014
D&A 9-point trend, -9.1% $2M $2M $2M $2M $2M $2M $2M $3M $2M · · ·
Stock-based Comp 11-point trend, +777.3% $3M $940.0K $712.0K $395.0K $747.0K $2M $432.0K $280.0K $251.0K $260.0K $331.0K ·
Deferred Tax 11-point trend, +203.3% $6M $-4M $-4M $-3M $6M $-1M $1M $3M $10M $29.0K $2M ·
Amort. of Intangibles 11-point trend, +130.7% $602.0K $1M $1M $1M $1M $1M $1M $1M $845.0K $219.0K $261.0K ·
Operating Cash Flow 11-point trend, -11.9% $11M $20M $29M $12M $28M $29M $37M $41M $25M $18M $12M ·
CapEx 11-point trend, +464.8% $2M $1M $2M $1M $2M $1M $1M $2M $1M $143.0K $307.0K ·
Investing Cash Flow 10-point trend, -24.5% $-158M $108M $-313M $-617M · $-204M $-5M $-94M $-62M $-96M $-127M ·
Stock Repurchased 2-point trend, +11.9% $807.0K · · · · · · · · · $721.0K ·
Net Stock Activity $-807.0K · · · · · · · · · · ·
Dividends Paid 11-point trend, +55.3% $10M $10M $10M $10M $10M $10M $9M $8M $6M $4M $6M ·
Financing Cash Flow 11-point trend, +112.1% $227M $-141M $284M $152M $296M $339M $-28M $55M $15M $95M $107M ·
Net Change in Cash 11-point trend, +1090.8% $79M $-13M $-306.0K $-452M $334M $164M $3M $3M $-22M $17M $-8M ·
Taxes Paid 10-point trend, -110.5% $-483.0K $2M $6M $3M $6M $8M $5M $7M $4M $5M · ·
Free Cash Flow 9-point trend, -61.0% $9M $18M $27M $12M $25M $29M $36M $39M $23M · · ·
Levered FCF 7-point trend, -380.1% · · $-58M $-6M $10M $8M $4M $18M $21M · · ·
Profitability 4
Annual Profitability data for FRST
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 9-point trend, +729.6% 27.5% -11.0% -5.4% 11.8% 29.7% 19.9% 34.5% 33.3% 3.3% · · ·
Pretax Margin 9-point trend, +52.7% 32.4% -19.6% -7.8% 14.4% 37.7% 25.5% 40.8% 42.8% 21.2% · · ·
ROA 9-point trend, +1123.1% 1.6% -0.42% -0.20% 0.41% 0.96% 0.80% 1.2% 1.3% 0.13% · · ·
ROE 9-point trend, +1368.5% 15.9% -4.5% -2.0% 3.6% 7.6% 6.0% 8.9% 9.8% 1.1% · · ·
Efficiency 1
Annual Efficiency data for FRST
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 9-point trend, +48.2% 0.1 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 · · ·
Per Share 6
Annual Per Share data for FRST
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 9-point trend, +27.0% $17.12 $14.23 $15.23 $15.76 $16.76 $16.03 $15.60 $14.48 $13.48 · · ·
Revenue / Share 9-point trend, +130.8% $9.07 $5.97 $5.84 $4.87 $4.28 $4.81 $3.95 $4.17 $3.93 · · ·
Cash Flow / Share 9-point trend, -66.9% $0.44 $0.79 $1.17 $0.53 $1.13 $1.22 $1.51 $1.71 $1.32 · · ·
Cash / Share 9-point trend, +446.6% $5.82 $2.61 $3.14 $3.15 $21.57 $8.05 $1.32 $1.19 $1.06 · · ·
Dividend Paid / Share 11-point trend, +25.0% $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 ·
EPS (TTM) 11-point trend, +232.0% $2.49 $-0.66 $-0.32 $0.57 $1.56 $0.96 $1.36 $1.39 $0.13 $0.83 $0.75 ·
Growth Rates 9
Annual Growth Rates data for FRST
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +5737.0% 51.9% 2.4% 19.9% 14.1% -0.92% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +116.2% 23.1% 11.9% 10.7% · · · · · · · · ·
Revenue CAGR 5Y 16.1% · · · · · · · · · · ·
EPS CAGR 3Y 63.5% · · · · · · · · · · ·
EPS CAGR 5Y 21.0% · · · · · · · · · · ·
Net Income YoY 2-point trend, -254.0% · · · -54.5% 35.4% · · · · · · ·
Net Income CAGR 3Y 63.1% · · · · · · · · · · ·
Net Income CAGR 5Y 21.7% · · · · · · · · · · ·
Dividend CAGR 5Y 0.28% · · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for FRST
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +580.0% $224M $147M $144M $120M $105M $106M $95M $101M $73M $43M $40M $33M
Net Income TTM 12-point trend, +802.5% $61M $-16M $-8M $14M $31M $23M $33M $34M $2M $10M $9M $7M
Market Cap 9-point trend, -10.5% $344M $288M $313M $292M $370M $295M $395M $318M $384M · · ·
P/E 11-point trend, -67.9% 5.6 -17.7 -39.6 20.8 9.6 12.6 12.0 9.5 123.3 19.7 17.4 ·
P/S 9-point trend, -70.7% 1.5 2.0 2.2 2.4 3.5 2.8 4.2 3.1 5.2 · · ·
P/B 9-point trend, -31.7% 0.8 0.8 0.8 0.8 0.9 0.8 1.0 0.9 1.2 · · ·
P / Tangible Book 6-point trend, -0.7% 1.0 1.1 1.1 1.0 1.2 1.0 · · · · · ·
P / Cash Flow 9-point trend, +104.4% 31.9 14.8 10.8 22.5 13.3 9.9 10.8 7.7 15.6 · · ·
P / FCF 9-point trend, +129.6% 38.0 15.7 11.6 24.4 14.6 10.3 11.1 8.1 16.6 · · ·
Dividend Yield 9-point trend, +90.1% 2.9% 3.4% 3.2% 3.4% 2.6% 3.3% 2.2% 2.4% 1.5% · · ·
Earnings Yield 11-point trend, +211.8% 17.9% -5.7% -2.5% 4.8% 10.4% 7.9% 8.3% 10.5% 0.81% 5.1% 5.7% ·
Payout Ratio 9-point trend, -93.3% 16.1% -61.0% -126.1% 69.6% 31.4% 41.8% 26.2% 22.8% 239.1% · · ·
Annual Payout 11-point trend, +55.3% $10M $10M $10M $10M $10M $10M $9M $8M $6M $4M $6M ·

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

Income Statement
2025-12-312025-06-302025-03-312024-12-312024-09-30
Net Income $61M——$-16M—
Diluted EPS $2.49——$-0.66—
Cash Flow
2025-12-312025-06-302025-03-312024-12-312024-09-30
Free Cash Flow $9M——$18M—

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Institutional owners (13F) 151 filers · $264.1M 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
29 (+8 vs prior Q) 12 (+4 vs prior Q) 59 (+21 vs prior Q) 25 (-12 vs prior Q) +2.0M

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
North Reef Capital Management LP $20,074,253 1,226,283 7.60% Shares
Patriot Financial Partners GP II, L.P. $19,930,982 1,217,531 7.55% Shares
DIMENSIONAL FUND ADVISORS LP $16,900,142 1,032,385 6.40% Shares
VANGUARD CAPITAL MANAGEMENT LLC $16,130,540 985,372 6.11% Shares
ALLIANCEBERNSTEIN L.P. $15,886,466 1,196,270 6.01% Shares
TWO SIGMA INVESTMENTS, LP $15,121,149 923,711 5.73% Shares
BANC FUNDS CO LLC $14,290,372 872,961 5.41% Shares
PATRIOT FINANCIAL PARTNERS GP, LP $13,210,211 1,217,531 5.00% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $8,642,361 527,939 3.27% Shares
SALZHAUER MICHAEL $7,723,279 471,795 2.92% Shares
GEODE CAPITAL MANAGEMENT, LLC $7,500,020 458,097 2.84% Shares
STATE STREET CORP $7,046,532 430,454 2.67% Shares
MALTESE CAPITAL MANAGEMENT LLC $6,271,527 383,111 2.37% Shares
Qube Research & Technologies Ltd $5,122,877 312,943 1.94% Shares
Connor, Clark & Lunn Investment Management Ltd. $4,641,402 283,531 1.76% Shares
PRUDENTIAL FINANCIAL INC $4,220,923 257,845 1.60% Shares
PL Capital Advisors, LLC $3,883,635 237,241 1.47% Shares
Foundry Partners, LLC $3,815,478 390,530 1.44% Shares
Petiole USA ltd $3,768,735 230,222 1.43% Shares
EJF Capital LP $3,735,699 228,204 1.41% Shares
RENAISSANCE TECHNOLOGIES LLC $3,651,656 223,070 1.38% Shares
ALGERT GLOBAL LLC $3,461,698 211,466 1.31% Shares
FRANKLIN RESOURCES INC $3,278,436 200,271 1.24% Shares
Trexquant Investment LP $3,036,324 185,481 1.15% Shares
FIRST MANHATTAN CO. LLC. $2,732,169 166,901 1.03% Shares
AMERICAN CENTURY COMPANIES INC $2,631,858 160,773 1.00% Shares
KENNEDY CAPITAL MANAGEMENT LLC $2,518,115 153,825 0.95% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $2,459,691 150,256 0.93% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $2,431,060 148,507 0.92% Shares
TWO SIGMA ADVISERS, LP $2,429,548 174,662 0.92% Shares
VANGUARD FIDUCIARY TRUST CO $2,334,706 142,621 0.88% Shares
SEGALL BRYANT & HAMILL, LLC $2,152,246 131,475 0.81% Shares
BlackRock, Inc. $2,057,414 125,682 0.78% Shares
VANGUARD GROUP INC $1,816,076 130,559 0.69% Shares
Bank of New York Mellon Corp $1,573,288 96,108 0.60% Shares
Integrated Quantitative Investments LLC $1,465,197 89,505 0.55% Shares
GOLDMAN SACHS GROUP INC $1,395,248 85,232 0.53% Shares
STATE OF WISCONSIN INVESTMENT BOARD $1,393,316 85,114 0.53% Shares
Numerai GP LLC $1,365,962 83,443 0.52% Shares
VICTORY CAPITAL MANAGEMENT INC $1,328,425 81,150 0.50% Shares
MENDON CAPITAL ADVISORS CORP $1,227,750 75,000 0.46% Shares
LAZARD ASSET MANAGEMENT LLC $1,161,386 70,946 0.44% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1,053,982 64,385 0.40% Shares
Quantinno Capital Management LP $1,033,307 63,122 0.39% Shares
Schonfeld Strategic Advisors LLC $1,032,061 63,046 0.39% Shares
Man Group plc $852,255 52,062 0.32% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $833,822 50,936 0.32% Shares
Empowered Funds, LLC $824,230 50,350 0.31% Shares
MILLENNIUM MANAGEMENT LLC $731,575 44,690 0.28% Shares
STRS OHIO $708,821 43,300 0.27% Shares
LOS ANGELES CAPITAL MANAGEMENT LLC $630,164 38,495 0.24% Shares
CITADEL ADVISORS LLC $627,086 38,307 0.24% Shares
Squarepoint Ops LLC $495,012 30,239 0.19% Shares
Point72 Asset Management, L.P. $494,800 30,226 0.19% Shares
RHUMBLINE ADVISERS $494,363 30,200 0.19% Shares
Hillsdale Investment Management Inc. $443,627 27,100 0.17% Shares
BANK OF AMERICA CORP /DE/ $441,057 26,943 0.17% Shares
Cubist Systematic Strategies, LLC $392,683 37,363 0.15% Shares
IEQ CAPITAL, LLC $345,326 21,095 0.13% Shares
Magnetar Financial LLC $337,337 20,607 0.13% Shares
AMERIPRISE FINANCIAL INC $325,976 19,913 0.12% Shares
WELLS FARGO & COMPANY/MN $313,535 19,153 0.12% Shares
MARSHALL WACE, LLP $310,277 18,954 0.12% Shares
XTX Topco Ltd $297,132 18,151 0.11% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $291,713 17,820 0.11% Shares
CARY STREET PARTNERS FINANCIAL LLC $288,931 17,650 0.11% Shares
Balyasny Asset Management L.P. $272,872 16,669 0.10% Shares
StoneX Group Inc. $265,600 17,048 0.10% Shares
Teton Advisors, LLC $245,550 15,000 0.09% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $225,579 13,780 0.09% Shares
MERCER GLOBAL ADVISORS INC /ADV $217,607 13,293 0.08% Shares
MetLife Investment Management, LLC $202,464 12,368 0.08% Shares
Daytona Street Capital LLC $200,150 12,716 0.08% Shares
Russell Investments Group, Ltd. $199,370 12,179 0.08% Shares
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $178,973 10,933 0.07% Shares
Jump Financial, LLC $178,433 10,900 0.07% Shares
BNP PARIBAS FINANCIAL MARKETS $170,854 10,437 0.06% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $166,516 10,172 0.06% Shares
Teton Advisors, Inc. $162,750 15,000 0.06% Shares
CITIGROUP INC $154,091 9,413 0.06% Shares
JPMORGAN CHASE & CO $151,623 9,156 0.06% Shares
Vanguard Global Advisers, LLC $145,939 8,915 0.06% Shares
Invesco Ltd. $143,450 8,763 0.05% Shares
NEW YORK STATE COMMON RETIREMENT FUND $139,652 8,531 0.05% Shares
Anchor Investment Management, LLC $132,800 10,000 0.05% Shares
CWM, LLC $106,041 7,985 0.04% Shares
Commonwealth Retirement Investments LLC $96,812 5,914 0.04% Shares
Police & Firemen's Retirement System of New Jersey $93,522 5,713 0.04% Shares
FIDUCIARY FINANCIAL ADVISORS $90,035 5,500 0.03% Shares
Tower Research Capital LLC (TRC) $65,955 4,029 0.02% Shares
Federation des caisses Desjardins du Quebec $58,474 3,572 0.02% Shares
NORTHERN TRUST CORP $56,837 3,472 0.02% Shares
PNC Financial Services Group, Inc. $48,455 2,960 0.02% Shares
Nuveen, LLC $45,951 2,807 0.02% Shares
FMR LLC $40,516 2,475 0.02% Shares
MORGAN STANLEY $38,617 2,359 0.01% Shares
BARCLAYS PLC $37,340 2,281 0.01% Shares
Legal & General Group Plc $36,341 2,220 0.01% Shares
Nuveen Asset Management, LLC $32,730 2,807 0.01% Shares
Arax Advisory Partners $27,730 1,694 0.01% Shares

Company insiders 47 insiders · 24 officers · 14 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Dennis J Zember JR President/CEO March 5, 2026 M 270,981 0 0 $0
Matthew Alan Switzer EVP, CFO March 5, 2026 M 101,445 1 0 $35,150
Joseph Darrell Pennington SVP/Chief Financial Officer Oct. 5, 2018 D 0 0 0 $0
James Adam Sothen CFO June 23, 2017 A 12,352 0 0 $0
Jeffrey Culver President and COO Nov. 9, 2018 P 3,000 0 0 $0
George Cody Sheflett Jr EVP, CIO/COO Nov. 16, 2023 A 21,440 0 0 $0
Anurag Sharma EVP, Chief Information Officer June 3, 2026 P 694 1 0 $9,997
Marie Taylor Leibson EVP, Chief Credit Officer March 9, 2026 M 68,848 0 0 $0
Rickey Allen Fulk EVP, President March 5, 2026 M 18,074 0 0 $0
Ann-Stanton C Gore EVP, Chief Marketing Officer March 5, 2026 M 13,840 0 0 $0
Cheryl Wood EVP, Chief Admin Officer March 5, 2026 M 15,441 0 0 $0
Susan B Williamson EVP, Director of Reg Relations Feb. 6, 2025 P 8,397 0 0 $0
Clinton Tyler Stafford Pres Panacea Financial June 7, 2023 P 21,882 0 0 $0
Julia E Fredricks EVP, Chief Risk Officer March 14, 2023 P 2,448 0 0 $0
Barry P Almond EVP, Chief Retail Officer March 1, 2023 S 4,196 0 0 $0
Stephen B Weber EVP, Chief Strategy Officer Dec. 15, 2022 A 15,750 0 0 $0
Bruce Todd Brockwell EVP, Head of Commercial Dec. 15, 2022 A 10,757 0 0 $0
Jeffrey L Karafa Chief Accounting Officer Oct. 24, 2022 F 3,275 0 0 $0
Jr John Colantoni EVP, Chief Risk Officer March 8, 2022 P 4,254 0 0 $0
Keith Avant EVP, Chief Credit Officer July 16, 2021 D 702 0 0 $0
William H Stevens EVP, Chief Credit Risk Officer July 9, 2020 P 22,065 0 0 $0
William H Lagos Executive Vice President Jan. 24, 2019 P 40,657 0 0 $0
Douglas Robert Taylor EVP & Chief Risk Officer June 23, 2017 A 11,384 0 0 $0
James Stanley Thomas Executive Vice President June 23, 2017 A 11,170 0 0 $0
Jason Brock Saunders Director June 11, 2026 P 500 1 0 $7,600
F L Garrett III Director June 9, 2026 P 48,339 12 0 $45,213
Scott R Gamble Director June 3, 2026 P 3,100 2 0 $44,947
John Fitzgerald Biagas Director March 12, 2026 P 91,944 2 0 $44,402
Deborah Diaz Director March 6, 2026 P 21,122 2 0 $33,251
William Rand Cook Director Feb. 10, 2026 P 46,203 2 0 $45,188
Robert Yates Clagett Director Nov. 13, 2025 P 50,834 2 0 $44,740
Eric Alan Johnson Director Oct. 28, 2025 P 39,980 3 0 $44,825
Charles A Kabbash Director Dec. 13, 2024 S 65,000 0 0 $0
Allen R Jones Jr. Director March 15, 2023 P 9,964 0 0 $0
John M Eggemeyer III Director Aug. 4, 2021 P 413 0 0 $0
Daniel H Burch Director Dec. 14, 2018 P 1,500 0 0 $0
Neil J Call Director May 9, 2018 P 104,684 0 0 $0
Margaret M Weichert — Aug. 6, 2026 P 524 2 0 $3,264
Bruce W. Jennings — Feb. 3, 2022 P 10,650 0 0 $0
Joe A Shearin — Feb. 26, 2020 P 79,849 0 0 $0
Thomas Preston Baker — Jan. 11, 2018 P 24,000 0 0 $0
John J Forch — May 16, 2017 P 51,501 0 0 $0
Frederick L Bollerer — March 29, 2017 P 13,589 0 0 $0
Robin R Shield — Feb. 9, 2012 A 875 0 0 $0
Roderick R Porter — Feb. 2, 2009 P 246,450 0 0 $0
Georgia S Derrico — Feb. 2, 2009 P 246,450 0 0 $0
Michael A Gaffney — Jan. 23, 2008 A 1,100 0 0 $0

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

Activists & 5%+ owners 6 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
Castle Creek Capital Partners VII, LP, Castle Creek Capital VII LLC ×3 filings April 21, 2026 4.40% Amendment — SEC
Patriot Financial Partners III, L.P., Patriot Financial Partners GP III, L.P., Patriot Financial Partners GP III, LLC, W. Kirk Wycoff, James F. Deutsch ×2 filings Sept. 25, 2025 4.94% Amendment — SEC
Castle Creek Capital Partners IV, LP, Castle Creek Capital IV LLC ×4 filings Dec. 18, 2020 — Initial filing — SEC
Patriot Financial Partners, L.P., Patriot Financial Partners Parallel, L.P., Patriot Financial Partners GP, L.P., Patriot Financial Partners GP, LLC, W. Kirk Wycoff, Ira M. Lubert, James J. Lynch ×2 filings Dec. 22, 2014 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Dec. 8, 2006 — Initial filing Passive investment SEC
Undisclosed reporting person Nov. 6, 2006 — Initial filing Passive investment 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 33 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 0.08% 76,464 SH Aug. 8, 2026 Daily
AVSC · AMERICAN CENTURY ETF TRUST 0.03% 52,527 NS May 31, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.02% 102,652 NS April 30, 2026 N-PORT
IWN · iShares Trust 0.02% 149,249 SH Aug. 8, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.01% 2,611 SH Aug. 8, 2026 Daily
IWM · iShares Trust 0.01% 668,723 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.01% 127,434 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.01% 11,620 SH Aug. 8, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.01% 9,460 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.01% 9,239 NS April 30, 2026 N-PORT
IWO · iShares Trust 0.01% 83,603 SH Aug. 8, 2026 Daily
EBI · RBB Fund Trust 0.01% 4,096 NS May 31, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.01% 15,498 SH Aug. 8, 2026 Daily
DFAS · Dimensional ETF Trust 0.01% 80,909 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.01% 989 NS May 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.01% 1,420 NS April 30, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.00% 42,674 NS April 30, 2026 N-PORT
UWM · ProShares Trust 0.00% 773 NS May 31, 2026 N-PORT
URTY · ProShares Trust 0.00% 783 NS May 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.00% 60,188 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 894 NS May 31, 2026 N-PORT
HDG · ProShares Trust 0.00% 20 NS May 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 2,575 NS April 30, 2026 N-PORT
IWV · iShares Trust 0.00% 9,895 SH Aug. 8, 2026 Daily
DFSU · Dimensional ETF Trust 0.00% 1,105 NS April 30, 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.00% 8,514 NS May 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.00% 3,051 NS April 30, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 1,437 NS May 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 2,072 NS April 30, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.00% 233,877 SH Aug. 8, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 726,061 SH Aug. 8, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 1,742 SH Aug. 8, 2026 Daily
DFUV · Dimensional ETF Trust 0.00% 193 NS April 30, 2026 N-PORT