FRST Primis Financial Corp. - Common Stock
$16,52
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 7, 2026
Rango 52S
$10–$17
95% of range
Calificación del Analista
BUY
10 analysts
Precio Objetivo
$19
+16% upside
P/E (TTM)
6.7
ROE
15.9%
Margen de Beneficio Neto
27.5%
FRST Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$16.52
Capitalización Bursátil
$409M
P/E (TTM)
6.7
BPA (TTM)
$2.49
Ingresos (TTM)
—
Rendimiento div.
2.4%
ROE
15.9%
Deuda/Capital
—
Rango 52S
$10 – $17
FRST 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
$2.49
2023-12-31
→
2025-12-31
Flujo de caja libre
$9M
2023-12-31
→
2025-12-31
Márgenes
27.5%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
FRST
Mediana de Pares
P/E (TTM)
6.7
10.2
P/S (TTM) (P/V (TTM))
1.8
2.2
P/B (P/C)
1.0
1.0
Price / FCF (Precio / FCF)
45.3
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
FRST
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
27.5%
28.2%
ROA
1.6%
1.1%
ROE
15.9%
10.7%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
FRST
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
FRST
Mediana de Pares
Revenue YoY (Ingresos interanuales)
51.9%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
23.1%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
16.1%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
FRST
Mediana de Pares
Payout Ratio (Ratio de Pago)
16.1%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
2.4%
Ratio de Pago
16.1%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 7 de agosto de 2026 | $0,1000 |
| 8 de mayo de 2026 | $0,1000 |
| 13 de febrero de 2026 | $0,1000 |
| 7 de noviembre de 2025 | $0,1000 |
| 8 de agosto de 2025 | $0,1000 |
| 14 de mayo de 2025 | $0,1000 |
| 12 de febrero de 2025 | $0,1000 |
| 8 de noviembre de 2024 | $0,1000 |
| 9 de agosto de 2024 | $0,1000 |
| 9 de mayo de 2024 | $0,1000 |
| 8 de febrero de 2024 | $0,1000 |
| 9 de noviembre de 2023 | $0,1000 |
| 10 de agosto de 2023 | $0,1000 |
| 11 de mayo de 2023 | $0,1000 |
| 9 de febrero de 2023 | $0,1000 |
| 10 de noviembre de 2022 | $0,1000 |
| 11 de agosto de 2022 | $0,1000 |
| 12 de mayo de 2022 | $0,1000 |
| 10 de febrero de 2022 | $0,1000 |
| 10 de noviembre de 2021 | $0,1000 |
FRST Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
10 analistas
- Compra fuerte 4 40,0%
- Compra 5 50,0%
- Mantener 1 10,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
4 analistas · 2026-08-19
Mediana
$19.38
Media
$19.19
← Por Debajo de Todos los Objetivos
$16.52
Mín
$18.00
Máx
$20.00
Objetivo mediano
$19.38
+17,3%
Objetivo medio
$19.19
+16,1%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.22%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.23 | $0.39 | -0.16% |
| 31 de marzo de 2026 | $0.33 | $0.29 | 0.04% |
| 31 de diciembre de 2025 | $0.10 | $1.13 | -1.0% |
| 30 de septiembre de 2025 | $0.28 | $0.23 | 0.05% |
| 30 de junio de 2025 | $0.11 | $0.22 | -0.11% |
| 31 de marzo de 2025 | $0.14 | $0.26 | -0.12% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| 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% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $94M | $22M | $19M | $26M | $37M | $28M | $16M | $9M | $7M | · | |
| Interest Income | $200M | $211M | $193M | $123M | $113M | $118M | $121M | $119M | $84M | $49M | $44M | · | |
| Pretax Income | $73M | $-29M | $-11M | $17M | $40M | $19M | $38M | $43M | $16M | $15M | $14M | · | |
| Income Tax | $15M | $-4M | $-1M | $3M | $9M | $4M | $6M | $10M | $13M | $5M | $5M | · | |
| Net Income | $61M | $-16M | $-8M | $14M | $31M | $23M | $33M | $34M | $2M | $10M | $9M | · | |
| EPS (Basic) | $2.49 | $-0.66 | $-0.32 | $0.58 | · | $0.96 | $1.38 | $1.40 | $0.13 | $0.84 | $0.76 | · | |
| EPS (Diluted) | $2.49 | $-0.66 | $-0.32 | $0.57 | · | $0.96 | $1.36 | $1.39 | $0.13 | $0.83 | $0.75 | · | |
| Shares (Basic) | 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) | 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 general 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $144M | $65M | $78M | $78M | $530M | $196M | $32M | $29M | $25M | $47M | $30M | $38M | |
| PP&E (Net) | $6M | $19M | $21M | $25M | $30M | $30M | $31M | $32M | $36M | $8M | · | · | |
| PP&E (Gross) | $17M | $39M | $38M | $44M | $49M | $46M | $45M | $44M | $67M | $15M | · | · | |
| Accum. Depreciation | $11M | $20M | $18M | $18M | $18M | $16M | $14M | $12M | $32M | $7M | · | · | |
| Goodwill | $93M | $93M | $93M | $105M | $102M | $102M | $102M | $102M | $101M | $11M | · | · | |
| Intangibles | $36.0K | $665.0K | $2M | $3M | $4M | $6M | $7M | $9M | $10M | $874.0K | · | · | |
| Total Assets | $4.05B | $3.69B | $3.86B | $3.57B | $3.41B | $3.09B | $2.72B | $2.70B | $2.61B | $1.14B | · | · | |
| Total Liabilities | $3.62B | $3.33B | $3.46B | $3.18B | $3.00B | $2.70B | $2.34B | $2.35B | $2.29B | $1.02B | · | · | |
| Common Stock | $247.0K | $247.0K | $247.0K | $246.0K | $245.0K | $243.0K | $241.0K | $240.0K | $239.0K | $123.0K | · | · | |
| Paid-in Capital | $317M | $315M | $314M | $313M | $311M | $309M | $307M | $306M | $305M | $105M | · | · | |
| Retained Earnings | $110M | $58M | $84M | $102M | $98M | $78M | $69M | $45M | $19M | $22M | · | · | |
| Treasury Stock | $807.0K | $0 | · | · | · | · | · | · | · | · | · | · | |
| AOCI | $-3M | $-21M | $-22M | $-26M | $1M | $3M | $783.0K | $-3M | $-1M | $-789.0K | $-610.0K | $-3M | |
| Stockholders' Equity | $423M | $365M | $376M | $389M | $410M | $389M | $377M | $348M | $323M | $126M | $120M | $114M | |
| Liabilities + Equity | $4.05B | $3.69B | $3.86B | $3.57B | $3.41B | $3.09B | $2.72B | $2.70B | $2.61B | $1.14B | · | · | |
| Shares Outstanding | 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 | · | · |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $2M | · | · | · | |
| Stock-based Comp | $3M | $940.0K | $712.0K | $395.0K | $747.0K | $2M | $432.0K | $280.0K | $251.0K | $260.0K | $331.0K | · | |
| Deferred Tax | $6M | $-4M | $-4M | $-3M | $6M | $-1M | $1M | $3M | $10M | $29.0K | $2M | · | |
| Amort. of Intangibles | $602.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $845.0K | $219.0K | $261.0K | · | |
| Operating Cash Flow | $11M | $20M | $29M | $12M | $28M | $29M | $37M | $41M | $25M | $18M | $12M | · | |
| CapEx | $2M | $1M | $2M | $1M | $2M | $1M | $1M | $2M | $1M | $143.0K | $307.0K | · | |
| Investing Cash Flow | $-158M | $108M | $-313M | $-617M | · | $-204M | $-5M | $-94M | $-62M | $-96M | $-127M | · | |
| Stock Repurchased | $807.0K | · | · | · | · | · | · | · | · | · | $721.0K | · | |
| Net Stock Activity | $-807.0K | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $10M | $10M | $10M | $10M | $10M | $10M | $9M | $8M | $6M | $4M | $6M | · | |
| Financing Cash Flow | $227M | $-141M | $284M | $152M | $296M | $339M | $-28M | $55M | $15M | $95M | $107M | · | |
| Net Change in Cash | $79M | $-13M | $-306.0K | $-452M | $334M | $164M | $3M | $3M | $-22M | $17M | $-8M | · | |
| Taxes Paid | $-483.0K | $2M | $6M | $3M | $6M | $8M | $5M | $7M | $4M | $5M | · | · | |
| Free Cash Flow | $9M | $18M | $27M | $12M | $25M | $29M | $36M | $39M | $23M | · | · | · | |
| Levered FCF | · | · | $-58M | $-6M | $10M | $8M | $4M | $18M | $21M | · | · | · |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 27.5% | -11.0% | -5.4% | 11.8% | 29.7% | 19.9% | 34.5% | 33.3% | 3.3% | · | · | · | |
| Pretax Margin | 32.4% | -19.6% | -7.8% | 14.4% | 37.7% | 25.5% | 40.8% | 42.8% | 21.2% | · | · | · | |
| ROA | 1.6% | -0.42% | -0.20% | 0.41% | 0.96% | 0.80% | 1.2% | 1.3% | 0.13% | · | · | · | |
| ROE | 15.9% | -4.5% | -2.0% | 3.6% | 7.6% | 6.0% | 8.9% | 9.8% | 1.1% | · | · | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | · | · |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 51.9% | 2.4% | 19.9% | 14.1% | -0.92% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 23.1% | 11.9% | 10.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 16.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 63.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 21.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | · | -54.5% | 35.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 63.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 21.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 0.28% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $224M | $147M | $144M | $120M | $105M | $106M | $95M | $101M | $73M | $43M | $40M | $33M | |
| Net Income TTM | $61M | $-16M | $-8M | $14M | $31M | $23M | $33M | $34M | $2M | $10M | $9M | $7M | |
| Market Cap | $344M | $288M | $313M | $292M | $370M | $295M | $395M | $318M | $384M | · | · | · | |
| P/E | 5.6 | -17.7 | -39.6 | 20.8 | 9.6 | 12.6 | 12.0 | 9.5 | 123.3 | 19.7 | 17.4 | · | |
| P/S | 1.5 | 2.0 | 2.2 | 2.4 | 3.5 | 2.8 | 4.2 | 3.1 | 5.2 | · | · | · | |
| P/B | 0.8 | 0.8 | 0.8 | 0.8 | 0.9 | 0.8 | 1.0 | 0.9 | 1.2 | · | · | · | |
| P / Tangible Book | 1.0 | 1.1 | 1.1 | 1.0 | 1.2 | 1.0 | · | · | · | · | · | · | |
| P / Cash Flow | 31.9 | 14.8 | 10.8 | 22.5 | 13.3 | 9.9 | 10.8 | 7.7 | 15.6 | · | · | · | |
| P / FCF | 38.0 | 15.7 | 11.6 | 24.4 | 14.6 | 10.3 | 11.1 | 8.1 | 16.6 | · | · | · | |
| Dividend Yield | 2.9% | 3.4% | 3.2% | 3.4% | 2.6% | 3.3% | 2.2% | 2.4% | 1.5% | · | · | · | |
| Earnings Yield | 17.9% | -5.7% | -2.5% | 4.8% | 10.4% | 7.9% | 8.3% | 10.5% | 0.81% | 5.1% | 5.7% | · | |
| Payout Ratio | 16.1% | -61.0% | -126.1% | 69.6% | 31.4% | 41.8% | 26.2% | 22.8% | 239.1% | · | · | · | |
| Annual Payout | $10M | $10M | $10M | $10M | $10M | $10M | $9M | $8M | $6M | $4M | $6M | · |
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 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | $29M | $27M | $25M | · | $24M | $27M | $19M | · | $5M | |
| Interest Income | $56M | $54M | $53M | $52M | $48M | $48M | $51M | $57M | $52M | $50M | $50M | $48M | $50M | $44M | $36M | $32M | |
| Pretax Income | $12M | $10M | $36M | $9M | $3M | $25M | $-32M | $-1M | $3M | $2M | $-15M | $-5M | $-3M | $11M | $2M | $4M | |
| Income Tax | $3M | $3M | $7M | $2M | $528.0K | $6M | $-6M | $-304.0K | $1M | $718.0K | $-4M | $2M | $-526.0K | $2M | $-386.0K | $969.0K | |
| Net Income | $9M | $7M | $30M | $7M | $2M | $23M | $-23M | $1M | $3M | $2M | $-8M | $-6M | $-2M | $8M | $2M | $3M | |
| EPS (Basic) | $0.38 | $0.30 | $1.19 | $0.28 | $0.10 | $0.92 | $-0.95 | $0.05 | $0.14 | $0.10 | $-0.34 | $-0.24 | $-0.08 | $0.34 | $0.09 | $0.12 | |
| EPS (Diluted) | $0.38 | $0.30 | $1.19 | $0.28 | $0.10 | $0.92 | $-0.95 | $0.05 | $0.14 | $0.10 | $-0.34 | $-0.24 | $-0.08 | $0.34 | $0.08 | $0.12 | |
| Shares (Basic) | 24,732,000 | 24,665,000 | -49,372,000 | 24,632,000 | 24,701,000 | 24,707,000 | -49,365,000 | 24,696,000 | 24,683,000 | 24,674,000 | -49,268,000 | 24,642,000 | 24,639,000 | 24,626,000 | -49,083,000 | 24,577,000 | |
| Shares (Diluted) | 24,788,000 | 24,715,000 | -49,398,000 | 24,644,000 | 24,714,000 | 24,723,000 | -49,447,000 | 24,720,000 | 24,708,000 | 24,707,000 | -49,327,000 | 24,642,000 | 24,639,000 | 24,685,000 | -49,363,000 | 24,688,000 |
Balance general 16
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $177M | $160M | $144M | $64M | $94M | $57M | $65M | $77M | $67M | $89M | · | $94M | $101M | $607M | · | $98M | |
| PP&E (Net) | $6M | $6M | $6M | $19M | $20M | $19M | $19M | $20M | $20M | $20M | · | $25M | $25M | $25M | · | $26M | |
| PP&E (Gross) | · | · | $17M | · | · | · | $39M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $11M | · | · | · | $20M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $93M | $93M | $93M | $93M | $93M | $93M | $93M | $93M | $93M | $93M | · | $93M | $105M | $105M | · | $105M | |
| Intangibles | · | · | $36.0K | $43.0K | $49.0K | $345.0K | $665.0K | $985.0K | $1M | $2M | · | $2M | $3M | $3M | · | $4M | |
| Total Assets | $4.35B | $4.26B | $4.05B | $3.95B | $3.87B | $3.70B | $3.69B | $4.02B | $3.97B | $3.89B | $3.86B | $3.84B | $3.87B | $4.22B | $3.57B | $3.36B | |
| Total Liabilities | $3.92B | $3.83B | $3.62B | $3.57B | $3.50B | $3.32B | $3.33B | $3.63B | $3.57B | $3.50B | · | $3.46B | $3.48B | $3.82B | · | $2.97B | |
| Common Stock | $248.0K | $248.0K | $247.0K | $247.0K | $247.0K | $247.0K | $247.0K | $247.0K | $247.0K | $247.0K | · | $246.0K | $246.0K | $246.0K | · | $246.0K | |
| Paid-in Capital | $317M | $317M | $317M | $315M | $315M | $315M | $315M | $314M | $314M | $314M | · | $313M | $313M | $313M | · | $312M | |
| Retained Earnings | $121M | $114M | $110M | $83M | $78M | $78M | $58M | $84M | $85M | $84M | · | $95M | $103M | $108M | · | $107M | |
| Treasury Stock | $807.0K | $807.0K | $807.0K | $807.0K | $807.0K | · | · | · | · | · | · | · | · | · | · | · | |
| AOCI | $-4M | $-3M | $-3M | $-15M | $-16M | $-18M | $-21M | $-17M | $-23M | $-24M | · | $-30M | $-26M | $-23M | · | $-27M | |
| Stockholders' Equity | $434M | $427M | $423M | $382M | $376M | $376M | $352M | $381M | $376M | $375M | · | $378M | $390M | $397M | · | $392M | |
| Liabilities + Equity | $4.35B | $4.26B | $4.05B | $3.95B | $3.87B | $3.70B | $3.69B | $4.02B | $3.97B | $3.89B | · | $3.84B | $3.87B | $4.22B | · | $3.36B | |
| Shares Outstanding | 24,799,072 | 24,772,072 | 24,695,385 | 24,644,385 | 24,643,185 | 24,722,734 | 24,722,734 | 24,722,734 | 24,708,234 | 24,696,672 | 24,693,172 | 24,686,764 | 24,690,064 | 24,685,064 | · | 24,650,239 |
Flujo de Efectivo 12
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $328.0K | $113.0K | $3M | $12.0K | $18.0K | $31.0K | $628.0K | $41.0K | $44.0K | $227.0K | $455.0K | $76.0K | $73.0K | $108.0K | $-564.0K | $116.0K | |
| Amort. of Intangibles | · | · | $0 | $0 | $289.0K | $313.0K | $313.0K | $318.0K | $317.0K | $317.0K | $317.0K | $317.0K | $318.0K | $317.0K | $317.0K | $326.0K | |
| Operating Cash Flow | $-6M | $-54M | $29M | $-11M | $-41M | $34M | $-38M | $8M | $52M | $-965.0K | $65M | $-2M | $-25M | $-12M | $-11M | $11M | |
| CapEx | $298.0K | $204.0K | · | · | · | · | $1M | $0 | $0 | $0 | $519.0K | $0 | $944.0K | $461.0K | $306.0K | $170.0K | |
| Investing Cash Flow | $-68M | $-132M | $55M | $-94M | $-93M | $-27M | $328M | $-48M | $-148M | $-26M | $-100M | $-8M | $-148M | $-90M | $-218M | $-106M | |
| Stock Repurchased | · | · | $0 | $0 | · | · | · | $0 | · | · | · | · | · | · | · | · | |
| Dividends Paid | $2M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Financing Cash Flow | $91M | $203M | $-4M | $75M | $171M | $-15M | $-303M | $50M | $73M | $38M | $18M | $3M | $-333M | $631M | $208M | $123M | |
| Net Change in Cash | $17M | $16M | $80M | $-30M | $37M | $-7M | $-13M | $11M | $-22M | $11M | $-16M | $-7M | $-506M | $529M | $-20M | $27M | |
| Taxes Paid | $3M | $-524.0K | $-979.0K | $219.0K | $277.0K | $0 | $2M | $0 | $19.0K | $23.0K | $2M | $0 | $4M | $0 | $11.0K | $1M | |
| Free Cash Flow | · | $-55M | · | · | · | · | · | · | · | $-965.0K | · | · | · | · | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-14M | · | · | · | · | · | · |
Rentabilidad 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 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 16.9% | 16.0% | · | 16.7% | 5.6% | 38.6% | · | 3.3% | 9.6% | 6.9% | · | -17.7% | -6.2% | · | · | 15.3% | |
| Pretax Margin | 21.7% | 22.6% | · | 21.3% | 6.9% | 41.9% | · | -3.1% | 7.8% | 4.3% | · | -13.2% | -7.8% | · | · | 19.4% | |
| ROA | 0.23% | 0.18% | · | 0.17% | 0.06% | 0.60% | · | 0.03% | 0.09% | 0.06% | · | -0.17% | -0.06% | · | · | 0.15% | |
| ROE | 2.3% | 1.8% | · | 1.8% | 0.65% | 6.0% | · | 0.32% | 0.90% | 0.64% | · | -1.6% | -0.51% | · | · | 1.3% |
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 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | · | · | 0.0 |
Valoración (TTM) 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $186M | $189M | · | $180M | $175M | $167M | · | $143M | $138M | $145M | · | $140M | $133M | $125M | · | $108M | |
| Net Income TTM | $26M | $39M | · | $33M | $30M | $30M | · | $1M | $-2M | $3M | · | $3M | $14M | $20M | · | $16M | |
| Market Cap | $406M | $329M | · | $259M | $267M | $242M | · | $301M | $259M | $301M | · | $201M | $208M | $238M | · | $299M | |
| P/E | 15.4 | 8.3 | · | 7.8 | 9.0 | 8.1 | · | 243.6 | -131.0 | 101.4 | · | 58.2 | 14.8 | · | · | · | |
| P/S | 2.2 | 1.7 | · | 1.4 | 1.5 | 1.4 | · | 2.1 | 1.9 | 2.1 | · | 1.4 | 1.6 | 1.9 | · | 2.8 | |
| P/B | 0.9 | 0.8 | · | 0.7 | 0.7 | 0.6 | · | 0.8 | 0.7 | 0.8 | · | 0.5 | 0.5 | 0.6 | · | 0.8 | |
| P / Tangible Book | 1.2 | 1.0 | · | 0.9 | 0.9 | 0.9 | · | 1.1 | 0.9 | 1.1 | · | 0.7 | 0.7 | 0.8 | · | 1.1 | |
| P / Cash Flow | · | -6.1 | · | · | · | 7.0 | · | · | · | -311.5 | · | · | · | · | · | · | |
| P / FCF | · | -6.0 | · | · | · | · | · | · | · | -311.5 | · | · | · | · | · | · | |
| Earnings Yield | 6.5% | 12.0% | · | 12.8% | 11.2% | 12.4% | · | 0.41% | -0.76% | 0.99% | · | 1.7% | 6.8% | · | · | · | |
| Payout Ratio | · | 35.0% | · | · | · | 10.9% | · | · | · | 100.4% | · | · | · | · | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Beneficio neto | $61M | — | — | $-16M | — |
| EPS Diluido | $2.49 | — | — | $-0.66 | — |
Flujo de Efectivo
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $9M | — | — | $18M | — |
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Propietarios institucionales (13F) 151 declarantes · $264.1M 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 |
|---|---|---|---|---|
| 29 (+8 vs trimestre anterior) | 12 (+4 vs trimestre anterior) | 59 (+21 vs trimestre anterior) | 25 (-12 vs trimestre anterior) | +2.0M |
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 |
|---|---|---|---|---|
| North Reef Capital Management LP | $20 074 253 | 1 226 283 | 7,60% | Acciones |
| Patriot Financial Partners GP II, L.P. | $19 930 982 | 1 217 531 | 7,55% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $16 900 142 | 1 032 385 | 6,40% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $16 130 540 | 985 372 | 6,11% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $15 886 466 | 1 196 270 | 6,01% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $15 121 149 | 923 711 | 5,73% | Acciones |
| BANC FUNDS CO LLC | $14 290 372 | 872 961 | 5,41% | Acciones |
| PATRIOT FINANCIAL PARTNERS GP, LP | $13 210 211 | 1 217 531 | 5,00% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8 642 361 | 527 939 | 3,27% | Acciones |
| SALZHAUER MICHAEL | $7 723 279 | 471 795 | 2,92% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $7 500 020 | 458 097 | 2,84% | Acciones |
| STATE STREET CORP | $7 046 532 | 430 454 | 2,67% | Acciones |
| MALTESE CAPITAL MANAGEMENT LLC | $6 271 527 | 383 111 | 2,37% | Acciones |
| Qube Research & Technologies Ltd | $5 122 877 | 312 943 | 1,94% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $4 641 402 | 283 531 | 1,76% | Acciones |
| PRUDENTIAL FINANCIAL INC | $4 220 923 | 257 845 | 1,60% | Acciones |
| PL Capital Advisors, LLC | $3 883 635 | 237 241 | 1,47% | Acciones |
| Foundry Partners, LLC | $3 815 478 | 390 530 | 1,44% | Acciones |
| Petiole USA ltd | $3 768 735 | 230 222 | 1,43% | Acciones |
| EJF Capital LP | $3 735 699 | 228 204 | 1,41% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $3 651 656 | 223 070 | 1,38% | Acciones |
| ALGERT GLOBAL LLC | $3 461 698 | 211 466 | 1,31% | Acciones |
| FRANKLIN RESOURCES INC | $3 278 436 | 200 271 | 1,24% | Acciones |
| Trexquant Investment LP | $3 036 324 | 185 481 | 1,15% | Acciones |
| FIRST MANHATTAN CO. LLC. | $2 732 169 | 166 901 | 1,03% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $2 631 858 | 160 773 | 1,00% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $2 518 115 | 153 825 | 0,95% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2 459 691 | 150 256 | 0,93% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2 431 060 | 148 507 | 0,92% | Acciones |
| TWO SIGMA ADVISERS, LP | $2 429 548 | 174 662 | 0,92% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $2 334 706 | 142 621 | 0,88% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $2 152 246 | 131 475 | 0,81% | Acciones |
| BlackRock, Inc. | $2 057 414 | 125 682 | 0,78% | Acciones |
| VANGUARD GROUP INC | $1 816 076 | 130 559 | 0,69% | Acciones |
| Bank of New York Mellon Corp | $1 573 288 | 96 108 | 0,60% | Acciones |
| Integrated Quantitative Investments LLC | $1 465 197 | 89 505 | 0,55% | Acciones |
| GOLDMAN SACHS GROUP INC | $1 395 248 | 85 232 | 0,53% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $1 393 316 | 85 114 | 0,53% | Acciones |
| Numerai GP LLC | $1 365 962 | 83 443 | 0,52% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $1 328 425 | 81 150 | 0,50% | Acciones |
| MENDON CAPITAL ADVISORS CORP | $1 227 750 | 75 000 | 0,46% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $1 161 386 | 70 946 | 0,44% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1 053 982 | 64 385 | 0,40% | Acciones |
| Quantinno Capital Management LP | $1 033 307 | 63 122 | 0,39% | Acciones |
| Schonfeld Strategic Advisors LLC | $1 032 061 | 63 046 | 0,39% | Acciones |
| Man Group plc | $852 255 | 52 062 | 0,32% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $833 822 | 50 936 | 0,32% | Acciones |
| Empowered Funds, LLC | $824 230 | 50 350 | 0,31% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $731 575 | 44 690 | 0,28% | Acciones |
| STRS OHIO | $708 821 | 43 300 | 0,27% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $630 164 | 38 495 | 0,24% | Acciones |
| CITADEL ADVISORS LLC | $627 086 | 38 307 | 0,24% | Acciones |
| Squarepoint Ops LLC | $495 012 | 30 239 | 0,19% | Acciones |
| Point72 Asset Management, L.P. | $494 800 | 30 226 | 0,19% | Acciones |
| RHUMBLINE ADVISERS | $494 363 | 30 200 | 0,19% | Acciones |
| Hillsdale Investment Management Inc. | $443 627 | 27 100 | 0,17% | Acciones |
| BANK OF AMERICA CORP /DE/ | $441 057 | 26 943 | 0,17% | Acciones |
| Cubist Systematic Strategies, LLC | $392 683 | 37 363 | 0,15% | Acciones |
| IEQ CAPITAL, LLC | $345 326 | 21 095 | 0,13% | Acciones |
| Magnetar Financial LLC | $337 337 | 20 607 | 0,13% | Acciones |
| AMERIPRISE FINANCIAL INC | $325 976 | 19 913 | 0,12% | Acciones |
| WELLS FARGO & COMPANY/MN | $313 535 | 19 153 | 0,12% | Acciones |
| MARSHALL WACE, LLP | $310 277 | 18 954 | 0,12% | Acciones |
| XTX Topco Ltd | $297 132 | 18 151 | 0,11% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $291 713 | 17 820 | 0,11% | Acciones |
| CARY STREET PARTNERS FINANCIAL LLC | $288 931 | 17 650 | 0,11% | Acciones |
| Balyasny Asset Management L.P. | $272 872 | 16 669 | 0,10% | Acciones |
| StoneX Group Inc. | $265 600 | 17 048 | 0,10% | Acciones |
| Teton Advisors, LLC | $245 550 | 15 000 | 0,09% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $225 579 | 13 780 | 0,09% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $217 607 | 13 293 | 0,08% | Acciones |
| MetLife Investment Management, LLC | $202 464 | 12 368 | 0,08% | Acciones |
| Daytona Street Capital LLC | $200 150 | 12 716 | 0,08% | Acciones |
| Russell Investments Group, Ltd. | $199 370 | 12 179 | 0,08% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $178 973 | 10 933 | 0,07% | Acciones |
| Jump Financial, LLC | $178 433 | 10 900 | 0,07% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $170 854 | 10 437 | 0,06% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $166 516 | 10 172 | 0,06% | Acciones |
| Teton Advisors, Inc. | $162 750 | 15 000 | 0,06% | Acciones |
| CITIGROUP INC | $154 091 | 9 413 | 0,06% | Acciones |
| JPMORGAN CHASE & CO | $151 623 | 9 156 | 0,06% | Acciones |
| Vanguard Global Advisers, LLC | $145 939 | 8 915 | 0,06% | Acciones |
| Invesco Ltd. | $143 450 | 8 763 | 0,05% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $139 652 | 8 531 | 0,05% | Acciones |
| Anchor Investment Management, LLC | $132 800 | 10 000 | 0,05% | Acciones |
| CWM, LLC | $106 041 | 7 985 | 0,04% | Acciones |
| Commonwealth Retirement Investments LLC | $96 812 | 5 914 | 0,04% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $93 522 | 5 713 | 0,04% | Acciones |
| FIDUCIARY FINANCIAL ADVISORS | $90 035 | 5 500 | 0,03% | Acciones |
| Tower Research Capital LLC (TRC) | $65 955 | 4 029 | 0,02% | Acciones |
| Federation des caisses Desjardins du Quebec | $58 474 | 3 572 | 0,02% | Acciones |
| NORTHERN TRUST CORP | $56 837 | 3 472 | 0,02% | Acciones |
| PNC Financial Services Group, Inc. | $48 455 | 2 960 | 0,02% | Acciones |
| Nuveen, LLC | $45 951 | 2 807 | 0,02% | Acciones |
| FMR LLC | $40 516 | 2 475 | 0,02% | Acciones |
| MORGAN STANLEY | $38 617 | 2 359 | 0,01% | Acciones |
| BARCLAYS PLC | $37 340 | 2 281 | 0,01% | Acciones |
| Legal & General Group Plc | $36 341 | 2 220 | 0,01% | Acciones |
| Nuveen Asset Management, LLC | $32 730 | 2 807 | 0,01% | Acciones |
| Arax Advisory Partners | $27 730 | 1 694 | 0,01% | Acciones |
Informantes de la empresa 47 insiders · 24 directivos · 14 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Dennis J Zember JR | President/CEO | 5 de marzo de 2026 M | 270 981 | 0 | 0 | $0 |
| Matthew Alan Switzer | EVP, CFO | 5 de marzo de 2026 M | 101 445 | 1 | 0 | $35 150 |
| Joseph Darrell Pennington | SVP/Chief Financial Officer | 5 de octubre de 2018 D | 0 | 0 | 0 | $0 |
| James Adam Sothen | CFO | 23 de junio de 2017 A | 12 352 | 0 | 0 | $0 |
| Jeffrey Culver | President and COO | 9 de noviembre de 2018 P | 3 000 | 0 | 0 | $0 |
| George Cody Sheflett Jr | EVP, CIO/COO | 16 de noviembre de 2023 A | 21 440 | 0 | 0 | $0 |
| Anurag Sharma | EVP, Chief Information Officer | 3 de junio de 2026 P | 694 | 1 | 0 | $9 997 |
| Marie Taylor Leibson | EVP, Chief Credit Officer | 9 de marzo de 2026 M | 68 848 | 0 | 0 | $0 |
| Rickey Allen Fulk | EVP, President | 5 de marzo de 2026 M | 18 074 | 0 | 0 | $0 |
| Ann-Stanton C Gore | EVP, Chief Marketing Officer | 5 de marzo de 2026 M | 13 840 | 0 | 0 | $0 |
| Cheryl Wood | EVP, Chief Admin Officer | 5 de marzo de 2026 M | 15 441 | 0 | 0 | $0 |
| Susan B Williamson | EVP, Director of Reg Relations | 6 de febrero de 2025 P | 8 397 | 0 | 0 | $0 |
| Clinton Tyler Stafford | Pres Panacea Financial | 7 de junio de 2023 P | 21 882 | 0 | 0 | $0 |
| Julia E Fredricks | EVP, Chief Risk Officer | 14 de marzo de 2023 P | 2 448 | 0 | 0 | $0 |
| Barry P Almond | EVP, Chief Retail Officer | 1 de marzo de 2023 S | 4 196 | 0 | 0 | $0 |
| Stephen B Weber | EVP, Chief Strategy Officer | 15 de diciembre de 2022 A | 15 750 | 0 | 0 | $0 |
| Bruce Todd Brockwell | EVP, Head of Commercial | 15 de diciembre de 2022 A | 10 757 | 0 | 0 | $0 |
| Jeffrey L Karafa | Chief Accounting Officer | 24 de octubre de 2022 F | 3 275 | 0 | 0 | $0 |
| Jr John Colantoni | EVP, Chief Risk Officer | 8 de marzo de 2022 P | 4 254 | 0 | 0 | $0 |
| Keith Avant | EVP, Chief Credit Officer | 16 de julio de 2021 D | 702 | 0 | 0 | $0 |
| William H Stevens | EVP, Chief Credit Risk Officer | 9 de julio de 2020 P | 22 065 | 0 | 0 | $0 |
| William H Lagos | Executive Vice President | 24 de enero de 2019 P | 40 657 | 0 | 0 | $0 |
| Douglas Robert Taylor | EVP & Chief Risk Officer | 23 de junio de 2017 A | 11 384 | 0 | 0 | $0 |
| James Stanley Thomas | Executive Vice President | 23 de junio de 2017 A | 11 170 | 0 | 0 | $0 |
| Jason Brock Saunders | Consejero | 11 de junio de 2026 P | 500 | 1 | 0 | $7 600 |
| F L Garrett III | Consejero | 9 de junio de 2026 P | 48 339 | 12 | 0 | $45 213 |
| Scott R Gamble | Consejero | 3 de junio de 2026 P | 3 100 | 2 | 0 | $44 947 |
| John Fitzgerald Biagas | Consejero | 12 de marzo de 2026 P | 91 944 | 2 | 0 | $44 402 |
| Deborah Diaz | Consejero | 6 de marzo de 2026 P | 21 122 | 2 | 0 | $33 251 |
| William Rand Cook | Consejero | 10 de febrero de 2026 P | 46 203 | 2 | 0 | $45 188 |
| Robert Yates Clagett | Consejero | 13 de noviembre de 2025 P | 50 834 | 2 | 0 | $44 740 |
| Eric Alan Johnson | Consejero | 28 de octubre de 2025 P | 39 980 | 3 | 0 | $44 825 |
| Charles A Kabbash | Consejero | 13 de diciembre de 2024 S | 65 000 | 0 | 0 | $0 |
| Allen R Jones Jr. | Consejero | 15 de marzo de 2023 P | 9 964 | 0 | 0 | $0 |
| John M Eggemeyer III | Consejero | 4 de agosto de 2021 P | 413 | 0 | 0 | $0 |
| Daniel H Burch | Consejero | 14 de diciembre de 2018 P | 1 500 | 0 | 0 | $0 |
| Neil J Call | Consejero | 9 de mayo de 2018 P | 104 684 | 0 | 0 | $0 |
| Margaret M Weichert | — | 6 de agosto de 2026 P | 524 | 2 | 0 | $3 264 |
| Bruce W. Jennings | — | 3 de febrero de 2022 P | 10 650 | 0 | 0 | $0 |
| Joe A Shearin | — | 26 de febrero de 2020 P | 79 849 | 0 | 0 | $0 |
| Thomas Preston Baker | — | 11 de enero de 2018 P | 24 000 | 0 | 0 | $0 |
| John J Forch | — | 16 de mayo de 2017 P | 51 501 | 0 | 0 | $0 |
| Frederick L Bollerer | — | 29 de marzo de 2017 P | 13 589 | 0 | 0 | $0 |
| Robin R Shield | — | 9 de febrero de 2012 A | 875 | 0 | 0 | $0 |
| Roderick R Porter | — | 2 de febrero de 2009 P | 246 450 | 0 | 0 | $0 |
| Georgia S Derrico | — | 2 de febrero de 2009 P | 246 450 | 0 | 0 | $0 |
| Michael A Gaffney | — | 23 de enero de 2008 A | 1 100 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 6 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 |
|---|---|---|---|---|---|
| Castle Creek Capital Partners VII, LP, Castle Creek Capital VII LLC ×3 presentaciones | 21 de abril de 2026 | 4,40% | Enmienda | — | 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 presentaciones | 25 de septiembre de 2025 | 4,94% | Enmienda | Inversión pasiva | SEC |
| Castle Creek Capital Partners IV, LP, Castle Creek Capital IV LLC ×4 presentaciones | 18 de diciembre de 2020 | — | Presentación inicial | — | 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 presentaciones | 22 de diciembre de 2014 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 8 de diciembre de 2006 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada | 6 de noviembre de 2006 | — | Presentación inicial | Inversión pasiva | 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 33 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 | 0,08% | 76 464 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,03% | 52 527 NS | 31 de mayo de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,02% | 102 652 NS | 30 de abril de 2026 | N-PORT |
| IWN · iShares Trust | 0,02% | 149 249 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 2 611 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,01% | 668 723 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 127 434 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 11 620 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 9 460 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,01% | 9 239 NS | 30 de abril de 2026 | N-PORT |
| IWO · iShares Trust | 0,01% | 83 603 SH | 8 de agosto de 2026 | Diario |
| EBI · RBB Fund Trust | 0,01% | 4 096 NS | 31 de mayo de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,01% | 15 498 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,01% | 80 909 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 989 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 1 420 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 42 674 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 773 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 783 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 60 188 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 894 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 20 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 2 575 NS | 30 de abril de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 9 895 SH | 8 de agosto de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,00% | 1 105 NS | 30 de abril de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,00% | 8 514 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 3 051 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 1 437 NS | 31 de mayo de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 2 072 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 233 877 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 726 061 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 742 SH | 8 de agosto de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,00% | 193 NS | 30 de abril de 2026 | N-PORT |