LARK Landmark Bancorp Inc. - Common Stock

NASDAQ · Banking · View on SEC EDGAR ↗
$31.91
Price · Aug 18, 2026
Fundamentals as of Aug 12, 2026
52W Range
$24–$32
94% of range
Analyst Rating
HOLD
6 analysts
Price Target
$34
+8% upside
P/E (TTM)
8.5
ROE
12.2%
Net Profit Margin
26.6%

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

Price
$31.91
Market Cap
—
P/E (TTM)
8.5
EPS (TTM)
$3.07
Revenue (TTM)
—
Div Yield
—
ROE
12.2%
Debt/Equity
—
52W Range
$24 – $32

LARK 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 $3.07
10-point trend, +46.2%
2016-12-31 → 2025-12-31
Free Cash Flow $21M
10-point trend, +14.2%
2016-12-31 → 2025-12-31
Margins 26.6%

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

Metric
5Y trend
LARK
Peer Median
P/E (TTM)
5-point trend, +6.9%
8.5
15.2

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

Metric
5Y trend
LARK
Peer Median
Net Profit Margin
5-point trend, -10.6%
26.6%
20.6%
ROA
5-point trend, -17.5%
1.2%
0.77%
ROE
5-point trend, -8.6%
12.2%
7.4%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
LARK
Peer Median

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

Metric
5Y trend
LARK
Peer Median
Revenue YoY
16.8%
—
Revenue CAGR 3Y
10.3%
—
Revenue CAGR 5Y
2.0%
—
EPS YoY
5-point trend, -5.8%
42.8%
—
Net Income YoY
5-point trend, +4.2%
44.4%
—

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

Metric
5Y trend
LARK
Peer Median
EPS (Diluted)
5-point trend, -5.8%
$3.07
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
LARK
Peer Median
Payout Ratio
5-point trend, +22.1%
25.9%
—

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

Dividend Yield
—
Payout Ratio
25.9%
5Y Div CAGR
—
Ex-dateAmount
Aug. 13, 2026$0.2100
May 14, 2026$0.2100
Feb. 12, 2026$0.2100
Nov. 12, 2025$0.2000
Aug. 13, 2025$0.2000
May 21, 2025$0.2000
Feb. 19, 2025$0.2000
Nov. 13, 2024$0.1905
Aug. 21, 2024$0.1905
May 14, 2024$0.1905
Feb. 13, 2024$0.1905
Nov. 14, 2023$0.1814
Aug. 22, 2023$0.1814
May 16, 2023$0.1814
Feb. 14, 2023$0.1814
Nov. 15, 2022$0.1814
Aug. 9, 2022$0.1814
May 10, 2022$0.1814
Feb. 15, 2022$0.1814
Nov. 9, 2021$0.1645

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

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

12-Month Price Target

1 analysts · 2026-08-18
Median target $34.50 +8.1%
Mean target $34.50 +8.1%

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

Avg Surprise
0.03%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.88 $0.85 0.03%
March 31, 2026 $0.83 — —
Dec. 31, 2025 $0.77 — —
Sept. 30, 2025 $0.85 — —
June 30, 2025 $0.75 — —
March 31, 2025 $0.81 — —

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

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
LARK — 8.5 16.8% 26.6% 12.2% —
RBKB $134M 13.1 -0.60% 336.6% 7.6% —
FNWD $152M 18.7 -7.1% 12.2% 4.9% —
USCB — 13.8 9.1% 28.9% 11.6% —
FINW $245M 15.9 60.5% 12.3% 8.6% —
HNVR $165M 23.1 7.1% 10.2% 3.8% —

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

Income Statement 9
Annual Income Statement data for LARK
Metric Trend 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +571.4% · · $21M $4M $2M $3M $7M $5M $4M $3M $3M $3M
Interest Income 12-point trend, +190.9% $81M $74M $65M $43M $40M $39M $37M $33M $30M $29M $29M $28M
Pretax Income 12-point trend, +108.2% $23M $14M $14M $11M $23M $24M $12M $12M $3M $11M $14M $11M
Income Tax 12-point trend, +41.4% $4M $1M $2M $1M $5M $5M $1M $1M $-897.0K $2M $4M $3M
Net Income 12-point trend, +133.3% $19M $13M $12M $10M $18M $19M $11M $10M $4M $9M $11M $8M
EPS (Basic) 12-point trend, +41.1% $3.09 $2.15 $2.03 $1.71 $3.27 $3.72 $2.11 $2.17 $0.97 $2.13 $2.71 $2.19
EPS (Diluted) 12-point trend, +42.1% $3.07 $2.15 $2.03 $1.71 $3.26 $3.72 $2.10 $2.17 $0.96 $2.10 $2.64 $2.16
Shares (Basic) 12-point trend, +165407.7% 6,070,662,000 6,045,959,000 6,039,164,000 5,766,900,000 5,506,487,000 5,236,688,000 5,063,402,000 4,796,615 4,481,984 4,196,949 3,866,829 3,667,902
Shares (Diluted) 12-point trend, +163942.2% 6,118,861,000 6,052,496,000 6,042,582,000 5,783,456,000 5,519,790,000 5,241,496,000 5,078,662,000 4,813,319 4,559,864 4,268,945 3,982,279 3,730,052
Balance Sheet 16
Annual Balance Sheet data for LARK
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 7-point trend, +564.7% · · · · · $85M $14M $19M $17M $20M $14M $13M
PP&E (Net) 12-point trend, -7.8% $19M $20M $20M $24M $21M $20M $21M $21M $21M $20M $21M $21M
PP&E (Gross) 12-point trend, +7.4% $36M $36M $37M $41M $37M $36M $36M $35M $35M $34M $34M $33M
Accum. Depreciation 12-point trend, +32.9% $17M $16M $17M $17M $16M $16M $15M $14M $14M $14M $13M $13M
Goodwill 12-point trend, +84.7% $32M $32M $32M $32M $18M $18M $18M $18M $18M $18M $18M $18M
Intangibles 12-point trend, -54.5% $2M $3M $3M $4M $84.0K $206.0K $383.0K $3M $4M $4M $4M $4M
Total Assets 12-point trend, +86.1% $1.61B $1.57B $1.56B $1.50B $1.33B $1.19B $998M $986M $929M $911M $878M $863M
Total Liabilities 12-point trend, +82.6% $1.45B $1.44B $1.43B $1.39B $1.19B $1.06B $890M $894M $842M $826M $798M $792M
Common Stock 12-point trend, +84.8% $61.0K $58.0K $55.0K $52.0K $50.0K $48.0K $46.0K $44.0K $41.0K $38.0K $35.0K $33.0K
Paid-in Capital 10-point trend, +97.4% $103M $95M $89M $84M $79M $72M $69M $64M $58M $52M · ·
Retained Earnings 12-point trend, +117.1% $64M $57M $54M $52M $53M $45M $34M $32M $30M $34M $33M $29M
Treasury Stock · · $75.0K · · · · · · · · ·
AOCI 12-point trend, -412.7% $-6M $-16M $-17M $-25M $4M $9M $5M $-4M $-405.0K $-1M $2M $2M
Stockholders' Equity 12-point trend, +124.2% $161M $136M $127M $110M $136M $127M $109M $92M $88M $85M $81M $72M
Liabilities + Equity 12-point trend, +86.1% $1.61B $1.57B $1.56B $1.50B $1.33B $1.19B $998M $986M $929M $911M $878M $863M
Shares Outstanding 9-point trend, +49.0% · · · 5,213,232 5,247,332 4,750,838 4,827,266 4,590,721 4,285,742 4,061,481 3,707,588 3,499,905
Cash Flow 15
Annual Cash Flow data for LARK
Metric Trend 202520242023202220212020201920182017201620152014
Stock-based Comp 12-point trend, +552.7% $359.0K $520.0K $352.0K $295.0K $323.0K $304.0K $286.0K $223.0K $172.0K $59.0K $16.0K $55.0K
Deferred Tax 12-point trend, -32.0% $-136.0K $-212.0K $404.0K $-1M $808.0K $-503.0K $-195.0K $969.0K $487.0K $919.0K $625.0K $-103.0K
Amort. of Intangibles 12-point trend, -26.9% $948.0K $1M $2M $1M $2M $2M $1M $1M $1M $1M $1M $1M
Operating Cash Flow 12-point trend, +149.4% $22M $14M $13M $25M $31M $15M $9M $21M $3M $19M $7M $9M
CapEx 12-point trend, -58.6% $605.0K $2M $995.0K $876.0K $1M $359.0K $1M $1M $1M $596.0K $1M $1M
Investing Cash Flow 10-point trend, +47.0% $-21M $-18M $-51M $-197M $-56M $-105M $-8M $-64M $-21M $-40M · ·
Stock Issued · · · · · · · $7.0K · · · ·
Stock Repurchased 4-point trend, -85.6% · $338.0K $75.0K $1M · $2M · · · · · ·
Net Stock Activity 5-point trend, -4928.6% · $-338.0K $-75.0K $-1M · $-2M · $7.0K · · · ·
Dividends Paid 12-point trend, +101.3% $5M $5M $4M $4M $4M $4M $4M $3M $3M $3M $3M $2M
Financing Cash Flow 10-point trend, -98.4% $441.0K $-3M $42M $6M $130M $161M $-7M $45M $15M $28M · ·
Net Change in Cash 12-point trend, +104.2% $707.0K $-7M $4M $-166M $104M $71M $-5M $3M $-3M $6M $809.0K $-17M
Taxes Paid 10-point trend, +262.3% $3M $834.0K $55.0K $1M $4M $4M $722.0K $-1M $850.0K $945.0K · ·
Free Cash Flow 12-point trend, +191.6% $21M $12M $12M $24M $30M $14M $8M $20M $2M $18M $6M $7M
Levered FCF 10-point trend, -239.6% · · $-7M $20M $29M $12M $2M $15M $-3M $16M $4M $5M
Profitability 4
Annual Profitability data for LARK
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +31.2% 26.6% 21.5% 21.6% 18.8% 29.7% 30.5% 23.1% 24.1% 10.6% 21.9% 24.5% 20.3%
Pretax Margin 12-point trend, +17.1% 32.6% 23.3% 25.1% 21.5% 37.7% 38.0% 26.2% 26.7% 8.4% 27.6% 33.6% 27.9%
ROA 12-point trend, +24.2% 1.2% 0.83% 0.80% 0.70% 1.4% 1.8% 1.1% 1.1% 0.47% 1.0% 1.2% 0.95%
ROE 12-point trend, +7.0% 12.2% 9.4% 10.3% 9.1% 13.3% 15.7% 9.9% 11.7% 5.0% 10.3% 13.2% 11.4%
Efficiency 1
Annual Efficiency data for LARK
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -5.5% 0.0 0.0 0.0 0.0 0.0 0.1 0.0 0.0 0.0 0.0 0.0 0.0
Per Share 6
Annual Per Share data for LARK
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 9-point trend, -0.6% · · · $21.38 $27.14 $26.66 $23.62 $21.02 $21.47 $21.96 $22.82 $21.49
Revenue / Share 12-point trend, -1.7% $0.01 $0.01 $0.01 $0.01 $0.01 $13.43 $10.02 $9.93 $10.00 $10.56 $11.88 $0.01
Cash Flow / Share 12-point trend, +34.6% $0.00 $0.00 $0.00 $0.00 $0.01 $3.12 $2.02 $4.90 $0.74 $4.91 $1.95 $0.00
Cash / Share 7-point trend, +366.4% · · · · · $17.85 $2.98 $4.37 $4.06 $5.17 $3.84 $3.83
Dividend Paid / Share 6-point trend, +21.2% $1 $1 $1 · · · · · · $1 $1 $1
EPS (TTM) 12-point trend, +42.1% $3.07 $2.15 $2.03 $1.71 $3.26 $3.72 $2.10 $2.17 $0.96 $2.10 $2.64 $2.16
Growth Rates 10
Annual Growth Rates data for LARK
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +429.2% 16.8% 7.0% 7.5% -13.2% -5.1% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +359.8% 10.3% -0.06% -4.0% · · · · · · · · ·
Revenue CAGR 5Y 2.0% · · · · · · · · · · ·
EPS YoY 5-point trend, +445.9% 42.8% 5.9% 18.7% -47.5% -12.4% · · · · · · ·
EPS CAGR 3Y 3-point trend, +217.8% 21.5% -13.0% -18.3% · · · · · · · · ·
EPS CAGR 5Y -3.8% · · · · · · · · · · ·
Net Income YoY 5-point trend, +684.1% 44.4% 6.3% 23.9% -45.2% -7.6% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +266.0% 23.9% -10.3% -14.4% · · · · · · · · ·
Net Income CAGR 5Y -0.75% · · · · · · · · · · ·
Dividend CAGR 5Y 6.0% · · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for LARK
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +77.8% $71M $60M $57M $53M $61M $64M $46M $43M $41M $41M $43M $40M
Net Income TTM 12-point trend, +133.3% $19M $13M $12M $10M $18M $19M $11M $10M $4M $9M $11M $8M
Market Cap 9-point trend, +93.4% · · · $107M $130M $94M $99M $83M $93M $85M $73M $55M
P/E 12-point trend, +11.0% 8.5 11.2 9.3 12.0 8.0 5.3 10.3 8.8 23.7 10.5 7.8 7.7
P/S 9-point trend, +46.2% · · · 2.0 2.1 1.5 2.2 1.9 2.2 2.1 1.7 1.4
P/B 9-point trend, +24.4% · · · 1.0 1.0 0.7 0.9 0.9 1.1 1.0 0.9 0.8
P / Tangible Book 3-point trend, +67.9% · · · 1.4 1.1 0.9 · · · · · ·
P / Cash Flow 9-point trend, -32.3% · · · 4.3 4.2 6.3 10.7 3.9 30.3 4.5 10.3 6.4
P / FCF 9-point trend, -41.6% · · · 4.5 4.4 6.5 12.1 4.2 57.7 4.6 12.5 7.7
Dividend Yield 9-point trend, -10.3% · · · 3.9% 2.9% 3.9% 3.5% 4.0% 3.4% 3.4% 3.5% 4.4%
Earnings Yield 12-point trend, -10.0% 11.7% 8.9% 10.8% 8.3% 12.5% 18.9% 9.7% 11.4% 4.2% 9.6% 12.8% 13.0%
Payout Ratio 12-point trend, -13.7% 25.9% 35.5% 35.9% 42.5% 21.2% 18.6% 32.9% 31.9% 71.1% 32.5% 24.2% 30.0%
Annual Payout 12-point trend, +101.3% $5M $5M $4M $4M $4M $4M $4M $3M $3M $3M $3M $2M

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

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Net Income $19M$13M$12M$10M$18M
Diluted EPS $3.07$2.15$2.03$1.71$3.26
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $21M$12M$12M$24M$30M

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Institutional owners (13F) 72 filers · $49.1M 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
16 (+11 vs prior Q) 4 (+1 vs prior Q) 23 (+8 vs prior Q) 15 (-6 vs prior Q) +326K

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
MANUFACTURERS LIFE INSURANCE COMPANY, THE $9,178,021 298,861 18.70% Shares
VANGUARD CAPITAL MANAGEMENT LLC $6,499,772 211,650 13.24% Shares
DIMENSIONAL FUND ADVISORS LP $5,533,973 180,201 11.27% Shares
KORNITZER CAPITAL MANAGEMENT INC /KS $3,506,806 114,191 7.14% Shares
GEODE CAPITAL MANAGEMENT, LLC $3,413,826 111,137 6.95% Shares
RENAISSANCE TECHNOLOGIES LLC $1,917,932 62,453 3.91% Shares
De Lisle Partners LLP $1,724,008 56,036 3.51% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $1,607,883 52,357 3.28% Shares
STATE STREET CORP $1,530,464 49,836 3.12% Shares
Trust Co $1,508,059 60,809 3.07% Shares
ROYCE & ASSOCIATES LP $1,450,648 47,237 2.96% Shares
BlackRock, Inc. $1,392,115 45,331 2.84% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,083,019 35,266 2.21% Shares
VANGUARD FIDUCIARY TRUST CO $1,073,898 34,969 2.19% Shares
CITADEL ADVISORS LLC $786,145 25,599 1.60% Shares
Empowered Funds, LLC $772,479 25,154 1.57% Shares
OneDigital Investment Advisors LLC $675,440 21,994 1.38% Shares
FIRST MANHATTAN CO. LLC. $628,787 20,475 1.28% Shares
BOKF, NA $506,715 16,500 1.03% Shares
Private Advisor Group, LLC $498,424 16,230 1.02% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $461,663 15,033 0.94% Shares
Sanctuary Advisors, LLC $361,672 11,777 0.74% Shares
CGN Advisors LLC $355,214 11,567 0.72% Shares
GOLDMAN SACHS GROUP INC $293,281 9,550 0.60% Shares
HSBC HOLDINGS PLC $225,044 7,167 0.46% Shares
Nuveen, LLC $220,928 7,194 0.45% Shares
Creative Planning $212,882 6,932 0.43% Shares
BARCLAYS PLC $184,383 6,004 0.38% Shares
DEUTSCHE BANK AG\ $157,327 5,123 0.32% Shares
UBS Group AG $146,425 4,768 0.30% Shares
Bank of New York Mellon Corp $131,684 4,288 0.27% Shares
RHUMBLINE ADVISERS $118,201 3,846 0.24% Shares
Keating Financial Advisory Services, Inc. $114,210 3,719 0.23% Shares
MetLife Investment Management, LLC $96,767 3,151 0.20% Shares
NEW YORK STATE COMMON RETIREMENT FUND $80,614 2,625 0.16% Shares
Russell Investments Group, Ltd. $76,191 2,481 0.16% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $74,226 2,417 0.15% Shares
US BANCORP \DE\ $72,169 2,350 0.15% Shares
BNP PARIBAS FINANCIAL MARKETS $68,422 2,228 0.14% Shares
CITIGROUP INC $65,382 2,129 0.13% Shares
Vanguard Global Advisers, LLC $50,180 1,634 0.10% Shares
VANGUARD GROUP INC $42,794 1,634 0.09% Shares
Police & Firemen's Retirement System of New Jersey $33,689 1,097 0.07% Shares
Tower Research Capital LLC (TRC) $24,077 784 0.05% Shares
NORTHERN TRUST CORP $22,572 735 0.05% Shares
JONES FINANCIAL COMPANIES LLLP $18,048 564 0.04% Shares
Ameritas Investment Partners, Inc. $14,956 487 0.03% Shares
Legal & General Group Plc $13,236 431 0.03% Shares
MORGAN STANLEY $9,059 295 0.02% Shares
MERCER GLOBAL ADVISORS INC /ADV $8,722 284 0.02% Shares
FMR LLC $8,630 281 0.02% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $6,349 256 0.01% Shares
WELLS FARGO & COMPANY/MN $5,344 174 0.01% Shares
IFP Advisors, Inc $4,852 158 0.01% Shares
ROYAL BANK OF CANADA $4,000 121 0.01% Shares
Sterling Capital Management LLC $3,255 106 0.01% Shares
Arax Advisory Partners $3,010 98 0.01% Shares
JPMORGAN CHASE & CO $1,969 62 0.00% Shares
PNC Financial Services Group, Inc. $1,566 51 0.00% Shares
GAMMA Investing LLC $1,044 34 0.00% Shares
Integrated Wealth Concepts LLC $832 27 0.00% Shares
CWM, LLC $818 33 0.00% Shares
AQR CAPITAL MANAGEMENT LLC $614 20 0.00% Shares
SBI Securities Co., Ltd. $614 20 0.00% Shares
Essential Partners LLC $583 19 0.00% Shares
Allworth Financial LP $400 13 0.00% Shares
Farther Finance Advisors, LLC $93 3 0.00% Shares
EverSource Wealth Advisors, LLC $31 1 0.00% Shares
ROTHSCHILD INVESTMENT LLC $31 1 0.00% Shares
Wealth Enhancement Trust Services, Inc. $31 1 0.00% Shares
True Wealth Design, LLC $31 1 0.00% Shares
Covestor Ltd $1 17 0.00% Shares

Company insiders 19 insiders · 6 officers · 13 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Michael E Scheopner President / CEO Jan. 3, 2018 M 79,326 0 0 $0
HERPICH MARK A Chief Financial Officer Aug. 1, 2016 A 64,930 0 0 $0
Mark J Oliphant Market President Aug. 1, 2016 A 29,900 0 0 $0
Larry R Heyka Market President April 25, 2014 F 4,264 0 0 $0
Bradly L. Chindamo Credit Risk Manager Aug. 1, 2016 A 6,976 0 0 $0
THIBAULT DEAN R EVP Commercial Lending Aug. 1, 2016 A 11,566 0 0 $0
Jim Lewis Director June 12, 2026 S 153,196 0 4 $-60,441
Patrick L Alexander Director June 2, 2026 S 0 0 2 $-62,187
Wayne R Sloan Director Dec. 12, 2017 P 7,682 0 0 $0
Sarah Hill-Nelson Director June 14, 2017 S 705 0 0 $0
Richard Ball Director March 1, 2017 P 575 0 0 $0
David Snapp Director Jan. 10, 2017 M 66,080 0 0 $0
Brent A Bowman Director Aug. 1, 2016 A 8,807 0 0 $0
Susan E Roepke Director Aug. 1, 2016 A 32,636 0 0 $0
Larry Schugart Director April 30, 2012 M 11,062 0 0 $0
Duane C Ross Director April 20, 2011 A 42,573 0 0 $0
Joseph L Downey Director April 20, 2011 A 10,448 0 0 $0
Jerry R Pettle Director April 20, 2011 A 11,610 0 0 $0
Mark J. Kohlrus — Aug. 7, 2026 P 3,340 2 0 $31,764

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

Activists & 5%+ owners 1 position

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
Patrick L. Alexander ×2 filings April 20, 2017 — 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 23 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 0.04% 18,292 SH Aug. 8, 2026 Daily
GSSC · Goldman Sachs ETF Trust 0.02% 6,737 NS May 31, 2026 N-PORT
IWN · iShares Trust 0.01% 53,487 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.01% 4,446 SH Aug. 8, 2026 Daily
IWM · iShares Trust 0.00% 116,769 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.00% 2,037 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.00% 224 NS May 31, 2026 N-PORT
UWM · ProShares Trust 0.00% 175 NS May 31, 2026 N-PORT
URTY · ProShares Trust 0.00% 177 NS May 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.00% 7,030 NS April 30, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.00% 6,400 NS April 30, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.00% 1,917 NS April 30, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.00% 3,528 NS April 30, 2026 N-PORT
HDG · ProShares Trust 0.00% 4 NS May 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.00% 229 NS April 30, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 315 NS April 30, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.00% 4,082 NS April 30, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 496 NS April 30, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.00% 58,282 SH Aug. 8, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 148,231 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.00% 30,426 SH Aug. 8, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 394 SH Aug. 8, 2026 Daily
DXUV · Dimensional ETF Trust 0.00% 4 NS April 30, 2026 N-PORT