CBNA Chain Bridge Bancorp, Inc. Class A Common Stock
$46,45
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 11, 2026
Rango 52S
$27–$49
88% of range
Calificación del Analista
HOLD
8 analysts
Precio Objetivo
$49
+5% upside
P/E (TTM)
11.2
ROE
12.4%
Margen de Beneficio Neto
36.8%
CBNA Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$46.45
Capitalización Bursátil
—
P/E (TTM)
11.2
BPA (TTM)
$3.08
Ingresos (TTM)
—
Rendimiento div.
—
ROE
12.4%
Deuda/Capital
0.0
Rango 52S
$27 – $49
CBNA Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
—
BPA
$3.08
2023-12-31
→
2025-12-31
Flujo de caja libre
$11M
2024-12-31
→
2025-12-31
Márgenes
36.8%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
CBNA
Mediana de Pares
P/E (TTM)
11.2
13.2
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
CBNA
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
36.8%
18.9%
ROA
1.3%
1.1%
ROE
12.4%
9.5%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
CBNA
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.0
717.5
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
CBNA
Mediana de Pares
Revenue YoY (Ingresos interanuales)
3.8%
—
EPS YoY (EPS interanual)
-26.1%
—
Net Income YoY (Beneficio Neto interanual)
-3.4%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
CBNA
Mediana de Pares
CBNA Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
VENTA
8 analistas
- Compra fuerte 0 0,0%
- Compra 0 0,0%
- Mantener 5 62,5%
- Venta 1 12,5%
- Venta fuerte 2 25,0%
Precio objetivo a 12 meses
2 analistas · 2026-08-15
Mediana
$49.00
← Por Debajo de Todos los Objetivos
$46.45
Mín
$48.00
Máx
$50.00
Objetivo mediano
$49.00
+5,5%
Objetivo medio
$49.00
+5,5%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.13%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.45 | $1.27 | 0.18% |
| 31 de marzo de 2026 | $1.08 | $0.93 | 0.15% |
| 31 de diciembre de 2025 | $0.81 | $0.77 | 0.04% |
| 30 de septiembre de 2025 | $0.72 | $0.74 | -0.02% |
| 30 de junio de 2025 | $0.70 | $0.54 | 0.16% |
| 31 de marzo de 2025 | $0.85 | $0.55 | 0.30% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| 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% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 9
| Métrica | Tendencia | 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 general 13
| Métrica | Tendencia | 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 |
Flujo de Efectivo 12
| Métrica | Tendencia | 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 | · |
Rentabilidad 5
| Métrica | Tendencia | 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% | · |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue YoY | 3.8% | 70.7% | · | |
| EPS YoY | -26.1% | 116.1% | · | |
| Net Income YoY | -3.4% | 137.2% | · |
Valoración (TTM) 4
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue TTM | $55M | $53M | · | |
| Net Income TTM | $20M | $21M | · | |
| P/E | 11.2 | 6.0 | · | |
| Earnings Yield | 8.9% | 16.6% | · |
Estado de resultados 9
| Métrica | Tendencia | 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 general 13
| Métrica | Tendencia | 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 |
Flujo de Efectivo 10
| Métrica | Tendencia | 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 | · | · | · | · | · |
Rentabilidad 5
| Métrica | Tendencia | 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% | · | · | · |
Liquidez y Solvencia 1
| Métrica | Tendencia | 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 | · | · | · |
Eficiencia 1
| Métrica | Tendencia | 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 | · | · | · |
Valoración (TTM) 4
| Métrica | Tendencia | 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% | · | · | · | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Beneficio neto | $20M | $21M | $9M |
| EPS Diluido | $3.08 | $4.17 | $1.93 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Deuda / Patrimonio | 0.0 | 0.0 | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Flujo de caja libre | $11M | $22M | — |
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Propietarios institucionales (13F) 75 declarantes · $86.9M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 13 (+2 vs trimestre anterior) | 5 (+3 vs trimestre anterior) | 24 (+6 vs trimestre anterior) | 11 (-1 vs trimestre anterior) | +198K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| Hingham Institution for Savings | $14 050 461 | 334 137 | 16,18% | Acciones |
| ROYCE & ASSOCIATES LP | $13 369 167 | 317 935 | 15,39% | Acciones |
| FJ Capital Management LLC | $12 353 785 | 293 788 | 14,22% | Acciones |
| Gator Capital Management, LLC | $9 224 298 | 219 365 | 10,62% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $5 247 251 | 124 786 | 6,04% | Acciones |
| Nuveen Asset Management, LLC | $3 701 611 | 147 651 | 4,26% | Acciones |
| ENDEAVOUR CAPITAL ADVISORS INC | $3 500 915 | 83 256 | 4,03% | Acciones |
| Beartown Capital Management, LLC | $3 187 138 | 75 794 | 3,67% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $2 589 196 | 74 189 | 2,98% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $2 363 256 | 56 171 | 2,72% | Acciones |
| RMR Wealth Builders | $1 627 756 | 38 710 | 1,87% | Acciones |
| Magnolia Private Wealth, LLC | $1 372 512 | 32 640 | 1,58% | Acciones |
| STATE STREET CORP | $1 080 138 | 25 687 | 1,24% | Acciones |
| Mariner, LLC | $1 017 775 | 24 204 | 1,17% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $783 223 | 18 626 | 0,90% | Acciones |
| ELEVATION POINT WEALTH PARTNERS, LLC | $779 817 | 18 545 | 0,90% | Acciones |
| Chevy Chase Trust Holdings, LLC | $774 519 | 18 419 | 0,89% | Acciones |
| Militia Capital Management LLC | $773 552 | 18 396 | 0,89% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $752 905 | 17 905 | 0,87% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $723 260 | 17 200 | 0,83% | Acciones |
| Wealthspire Advisors, LLC | $714 850 | 17 000 | 0,82% | Acciones |
| VANGUARD GROUP INC | $632 526 | 18 260 | 0,73% | Acciones |
| Militia Capital Partners, LP | $588 880 | 17 000 | 0,68% | Acciones |
| GOLDMAN SACHS GROUP INC | $461 667 | 10 979 | 0,53% | Acciones |
| Daytona Street Capital LLC | $421 800 | 10 000 | 0,49% | Acciones |
| Quantinno Capital Management LP | $389 005 | 9 251 | 0,45% | Acciones |
| BANK OF AMERICA CORP /DE/ | $379 249 | 9 019 | 0,44% | Acciones |
| CITADEL ADVISORS LLC | $369 704 | 8 792 | 0,43% | Acciones |
| JOHNSON INVESTMENT COUNSEL INC | $365 835 | 8 700 | 0,42% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $357 425 | 8 500 | 0,41% | Acciones |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $336 400 | 8 000 | 0,39% | Acciones |
| AlphaCore Capital LLC | $321 725 | 7 651 | 0,37% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $258 776 | 6 154 | 0,30% | Acciones |
| SPC Financial, Inc. | $250 385 | 7 650 | 0,29% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $226 481 | 5 386 | 0,26% | Acciones |
| CWM, LLC | $207 760 | 5 953 | 0,24% | Acciones |
| BlackRock, Inc. | $157 519 | 3 746 | 0,18% | Acciones |
| RHUMBLINE ADVISERS | $132 494 | 3 151 | 0,15% | Acciones |
| BARCLAYS PLC | $127 748 | 3 038 | 0,15% | Acciones |
| Bank of New York Mellon Corp | $121 819 | 2 897 | 0,14% | Acciones |
| DEUTSCHE BANK AG\ | $107 774 | 2 563 | 0,12% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $102 686 | 2 442 | 0,12% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $92 510 | 2 200 | 0,11% | Acciones |
| WELLS FARGO & COMPANY/MN | $88 852 | 2 113 | 0,10% | Acciones |
| Vanguard Global Advisers, LLC | $60 930 | 1 449 | 0,07% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $53 235 | 1 266 | 0,06% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $50 838 | 1 209 | 0,06% | Acciones |
| CITIGROUP INC | $44 867 | 1 067 | 0,05% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $41 419 | 985 | 0,05% | Acciones |
| UBS Group AG | $26 996 | 642 | 0,03% | Acciones |
| NORTHERN TRUST CORP | $17 619 | 419 | 0,02% | Acciones |
| Tower Research Capital LLC (TRC) | $12 783 | 304 | 0,01% | Acciones |
| Ameritas Investment Partners, Inc. | $10 050 | 239 | 0,01% | Acciones |
| Legal & General Group Plc | $8 831 | 210 | 0,01% | Acciones |
| MORGAN STANLEY | $8 410 | 200 | 0,01% | Acciones |
| Russell Investments Group, Ltd. | $5 340 | 127 | 0,01% | Acciones |
| FMR LLC | $4 331 | 103 | 0,00% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4 118 | 118 | 0,00% | Acciones |
| GAMMA Investing LLC | $3 280 | 78 | 0,00% | Acciones |
| Sterling Capital Management LLC | $2 229 | 53 | 0,00% | Acciones |
| ROYAL BANK OF CANADA | $2 000 | 51 | 0,00% | Acciones |
| JPMORGAN CHASE & CO | $1 902 | 47 | 0,00% | Acciones |
| FEDERATED HERMES, INC. | $1 472 | 35 | 0,00% | Acciones |
| Arax Advisory Partners | $1 430 | 34 | 0,00% | Acciones |
| ACADIAN ASSET MANAGEMENT LLC | $1 301 | 31 040 | 0,00% | Acciones |
| Integrated Wealth Concepts LLC | $924 | 22 | 0,00% | Acciones |
| Essential Partners LLC | $463 | 11 | 0,00% | Acciones |
| Quarry LP | $378 | 9 | 0,00% | Acciones |
| Covestor Ltd | $254 | 6 039 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $252 | 6 | 0,00% | Acciones |
| GSA CAPITAL PARTNERS LLP | $247 | 5 879 | 0,00% | Acciones |
| Allworth Financial LP | $211 | 5 | 0,00% | Acciones |
| Farther Finance Advisors, LLC | $165 | 4 | 0,00% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $84 | 2 | 0,00% | Acciones |
| IFP Advisors, Inc | $84 | 2 | 0,00% | Acciones |
Informantes de la empresa 15 insiders · 5 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| John J Brough | Chief Executive Officer | 3 de octubre de 2024 P | 1 252 | 0 | 0 | $0 |
| Joanna R. Williamson | Chief Financial Officer | 3 de octubre de 2024 P | 753 | 0 | 0 | $0 |
| David M. Evinger | President, Chief Risk Officer | 3 de octubre de 2024 P | 125 | 0 | 0 | $0 |
| James R. Pollock | Corporate Development Officer | 3 de octubre de 2024 P | 3 131 | 0 | 0 | $0 |
| Rachel G. Miller | Counsel & Corporate Secretary | 3 de octubre de 2024 P | 407 | 0 | 0 | $0 |
| Mark Martinelli | Consejero | 29 de julio de 2026 P | 3 000 | 2 | 0 | $29 876 |
| Joseph Michael Fitzgerald | Consejero | 3 de octubre de 2024 P | 1 252 | 0 | 0 | $0 |
| Yonesy F. Nunez | Consejero | 3 de octubre de 2024 P | 1 807 | 0 | 0 | $0 |
| Andrew J. Fitzgerald | Consejero | 3 de octubre de 2024 P | 2 504 | 0 | 0 | $0 |
| Thomas G. Fitzgerald, Jr. | Consejero | 3 de octubre de 2024 P | 2 504 | 0 | 0 | $0 |
| Benita Thompson-Byas | Consejero | 3 de octubre de 2024 P | 188 | 0 | 0 | $0 |
| Michelle L. Korsmo | Consejero | 3 de octubre de 2024 P | 626 | 0 | 0 | $0 |
| Martin S. Friedman | Propietario del 10% | 25 de febrero de 2025 P | 338 236 | 0 | 0 | $0 |
| Michael J. Conover | — | 4 de febrero de 2025 P | 3 250 | 0 | 0 | $0 |
| Paul W. Leavitt | — | 22 de noviembre de 2024 G | 1 196 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 2 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| 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 presentaciones | 2 de febrero de 2026 | 0,00% | Enmienda | — | 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 presentaciones | 15 de noviembre de 2024 | — | Presentación inicial | — | 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.
Propiedad de ETFs Mantenido por 13 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| IWC · iShares Trust | 0,03% | 8 991 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 2 399 SH | 8 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,01% | 21 248 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,00% | 52 337 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,00% | 915 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,00% | 103 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 80 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 84 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 2 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 33 841 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 88 229 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,00% | 15 188 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 318 SH | 8 de agosto de 2026 | Diario |