CBNA Chain Bridge Bancorp, Inc. Class A Common Stock
$46,45
Harga · Agu 19, 2026
Fundamental per Agu 11, 2026
Rentang 52M
$27–$49
88% of range
Peringkat Analis
HOLD
8 analysts
Target Harga
$49
+5% upside
P/E (TTM)
11.2
ROE
12.4%
Margin Laba Bersih
36.8%
CBNA Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu
Harga
$46.45
Kapitalisasi Pasar
—
P/E (TTM)
11.2
EPS (TTM)
$3.08
Pendapatan (TTM)
—
Imbal Hasil Dividen
—
ROE
12.4%
D/E Utang/Ekuitas
0.0
Rentang 52M
$27 – $49
CBNA Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda
Configure
Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS
Pendapatan & Laba Bersih
—
EPS
$3.08
2023-12-31
→
2025-12-31
Arus Kas Bebas
$11M
2024-12-31
→
2025-12-31
Margin
36.8%
Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?
Metrik
Tren 5 Tahun
CBNA
Median Rekan
P/E (TTM)
11.2
13.2
Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC
Metrik
Tren 5 Tahun
CBNA
Median Rekan
Net Profit Margin (Margin Laba Bersih)
36.8%
18.9%
ROA
1.3%
1.1%
ROE
12.4%
9.5%
Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca
Metrik
Tren 5 Tahun
CBNA
Median Rekan
Debt / Equity (Utang / Ekuitas)
0.0
717.5
Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T
Metrik
Tren 5 Tahun
CBNA
Median Rekan
Revenue YoY (Pendapatan YoY)
3.8%
—
EPS YoY
-26.1%
—
Net Income YoY (Laba Bersih YoY)
-3.4%
—
Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang
Metrik
Tren 5 Tahun
CBNA
Median Rekan
CBNA Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan
JUAL
8 analis
- Beli Kuat 0 0,0%
- Beli 0 0,0%
- Tahan 5 62,5%
- Jual 1 12,5%
- Jual Kuat 2 25,0%
Target Harga 12 Bulan
2 analis · 2026-08-15
Median
$49.00
← Di bawah semua target
$46.45
Rendah
$48.00
Tinggi
$50.00
Target median
$49.00
+5,5%
Target rata-rata
$49.00
+5,5%
Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya
Kejutan Rata-rata
0.13%
| Periode | EPS Aktual | EPS Estimasi | Kejutan |
|---|---|---|---|
| 30 Juni 2026 | $1.45 | $1.27 | 0.18% |
| 31 Maret 2026 | $1.08 | $0.93 | 0.15% |
| 31 Des. 2025 | $0.81 | $0.77 | 0.04% |
| 30 Sep. 2025 | $0.72 | $0.74 | -0.02% |
| 30 Juni 2025 | $0.70 | $0.54 | 0.16% |
| 31 Maret 2025 | $0.85 | $0.55 | 0.30% |
Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor
| Ticker | Kapitalisasi Pasar | P/E | Pendapatan YoY | Margin Bersih | ROE | Margin Kotor |
|---|---|---|---|---|---|---|
| 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% | — |
Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas
Laporan Laba Rugi 9
| Metrik | Tren | 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 | · |
Neraca 13
| Metrik | Tren | 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 |
Arus Kas 12
| Metrik | Tren | 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 | · |
Profitabilitas 5
| Metrik | Tren | 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% | · |
Likuiditas & Solvabilitas 1
| Metrik | Tren | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | · |
Efisiensi 1
| Metrik | Tren | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · |
Tingkat Pertumbuhan 3
| Metrik | Tren | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue YoY | 3.8% | 70.7% | · | |
| EPS YoY | -26.1% | 116.1% | · | |
| Net Income YoY | -3.4% | 137.2% | · |
Valuasi (TTM) 4
| Metrik | Tren | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue TTM | $55M | $53M | · | |
| Net Income TTM | $20M | $21M | · | |
| P/E | 11.2 | 6.0 | · | |
| Earnings Yield | 8.9% | 16.6% | · |
Laporan Laba Rugi 9
| Metrik | Tren | 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 | · | · | · | · | · |
Neraca 13
| Metrik | Tren | 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 |
Arus Kas 10
| Metrik | Tren | 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 | · | · | · | · | · |
Profitabilitas 5
| Metrik | Tren | 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% | · | · | · |
Likuiditas & Solvabilitas 1
| Metrik | Tren | 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 | · | · | · |
Efisiensi 1
| Metrik | Tren | 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 | · | · | · |
Valuasi (TTM) 4
| Metrik | Tren | 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% | · | · | · | · | · |
Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir
Laporan Laba Rugi
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Laba Bersih | $20M | $21M | $9M |
| EPS Dilusian | $3.08 | $4.17 | $1.93 |
Neraca
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Utang / Ekuitas | 0.0 | 0.0 | — |
Arus Kas
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Arus Kas Bebas | $11M | $22M | — |
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Pemilik institusional (13F) 75 pengaju · $86.9M total · Per tanggal 30 Juni 2026
Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 13 (+2 vs Kuartal sebelumnya) | 5 (+3 vs Kuartal sebelumnya) | 24 (+6 vs Kuartal sebelumnya) | 11 (-1 vs Kuartal sebelumnya) | +198K |
Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.
| Institusi | Nilai | Saham | % dari 13F yang dilacak | Tipe |
|---|---|---|---|---|
| Hingham Institution for Savings | $14.050.461 | 334.137 | 16,18% | Saham |
| ROYCE & ASSOCIATES LP | $13.369.167 | 317.935 | 15,39% | Saham |
| FJ Capital Management LLC | $12.353.785 | 293.788 | 14,22% | Saham |
| Gator Capital Management, LLC | $9.224.298 | 219.365 | 10,62% | Saham |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.247.251 | 124.786 | 6,04% | Saham |
| Nuveen Asset Management, LLC | $3.701.611 | 147.651 | 4,26% | Saham |
| ENDEAVOUR CAPITAL ADVISORS INC | $3.500.915 | 83.256 | 4,03% | Saham |
| Beartown Capital Management, LLC | $3.187.138 | 75.794 | 3,67% | Saham |
| ALLIANCEBERNSTEIN L.P. | $2.589.196 | 74.189 | 2,98% | Saham |
| GEODE CAPITAL MANAGEMENT, LLC | $2.363.256 | 56.171 | 2,72% | Saham |
| RMR Wealth Builders | $1.627.756 | 38.710 | 1,87% | Saham |
| Magnolia Private Wealth, LLC | $1.372.512 | 32.640 | 1,58% | Saham |
| STATE STREET CORP | $1.080.138 | 25.687 | 1,24% | Saham |
| Mariner, LLC | $1.017.775 | 24.204 | 1,17% | Saham |
| VANGUARD FIDUCIARY TRUST CO | $783.223 | 18.626 | 0,90% | Saham |
| ELEVATION POINT WEALTH PARTNERS, LLC | $779.817 | 18.545 | 0,90% | Saham |
| Chevy Chase Trust Holdings, LLC | $774.519 | 18.419 | 0,89% | Saham |
| Militia Capital Management LLC | $773.552 | 18.396 | 0,89% | Saham |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $752.905 | 17.905 | 0,87% | Saham |
| RENAISSANCE TECHNOLOGIES LLC | $723.260 | 17.200 | 0,83% | Saham |
| Wealthspire Advisors, LLC | $714.850 | 17.000 | 0,82% | Saham |
| VANGUARD GROUP INC | $632.526 | 18.260 | 0,73% | Saham |
| Militia Capital Partners, LP | $588.880 | 17.000 | 0,68% | Saham |
| GOLDMAN SACHS GROUP INC | $461.667 | 10.979 | 0,53% | Saham |
| Daytona Street Capital LLC | $421.800 | 10.000 | 0,49% | Saham |
| Quantinno Capital Management LP | $389.005 | 9.251 | 0,45% | Saham |
| BANK OF AMERICA CORP /DE/ | $379.249 | 9.019 | 0,44% | Saham |
| CITADEL ADVISORS LLC | $369.704 | 8.792 | 0,43% | Saham |
| JOHNSON INVESTMENT COUNSEL INC | $365.835 | 8.700 | 0,42% | Saham |
| RAYMOND JAMES FINANCIAL INC | $357.425 | 8.500 | 0,41% | Saham |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $336.400 | 8.000 | 0,39% | Saham |
| AlphaCore Capital LLC | $321.725 | 7.651 | 0,37% | Saham |
| MERCER GLOBAL ADVISORS INC /ADV | $258.776 | 6.154 | 0,30% | Saham |
| SPC Financial, Inc. | $250.385 | 7.650 | 0,29% | Saham |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $226.481 | 5.386 | 0,26% | Saham |
| CWM, LLC | $207.760 | 5.953 | 0,24% | Saham |
| BlackRock, Inc. | $157.519 | 3.746 | 0,18% | Saham |
| RHUMBLINE ADVISERS | $132.494 | 3.151 | 0,15% | Saham |
| BARCLAYS PLC | $127.748 | 3.038 | 0,15% | Saham |
| Bank of New York Mellon Corp | $121.819 | 2.897 | 0,14% | Saham |
| DEUTSCHE BANK AG\ | $107.774 | 2.563 | 0,12% | Saham |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $102.686 | 2.442 | 0,12% | Saham |
| NEW YORK STATE COMMON RETIREMENT FUND | $92.510 | 2.200 | 0,11% | Saham |
| WELLS FARGO & COMPANY/MN | $88.852 | 2.113 | 0,10% | Saham |
| Vanguard Global Advisers, LLC | $60.930 | 1.449 | 0,07% | Saham |
| Police & Firemen's Retirement System of New Jersey | $53.235 | 1.266 | 0,06% | Saham |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $50.838 | 1.209 | 0,06% | Saham |
| CITIGROUP INC | $44.867 | 1.067 | 0,05% | Saham |
| BNP PARIBAS FINANCIAL MARKETS | $41.419 | 985 | 0,05% | Saham |
| UBS Group AG | $26.996 | 642 | 0,03% | Saham |
| NORTHERN TRUST CORP | $17.619 | 419 | 0,02% | Saham |
| Tower Research Capital LLC (TRC) | $12.783 | 304 | 0,01% | Saham |
| Ameritas Investment Partners, Inc. | $10.050 | 239 | 0,01% | Saham |
| Legal & General Group Plc | $8.831 | 210 | 0,01% | Saham |
| MORGAN STANLEY | $8.410 | 200 | 0,01% | Saham |
| Russell Investments Group, Ltd. | $5.340 | 127 | 0,01% | Saham |
| FMR LLC | $4.331 | 103 | 0,00% | Saham |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.118 | 118 | 0,00% | Saham |
| GAMMA Investing LLC | $3.280 | 78 | 0,00% | Saham |
| Sterling Capital Management LLC | $2.229 | 53 | 0,00% | Saham |
| ROYAL BANK OF CANADA | $2.000 | 51 | 0,00% | Saham |
| JPMORGAN CHASE & CO | $1.902 | 47 | 0,00% | Saham |
| FEDERATED HERMES, INC. | $1.472 | 35 | 0,00% | Saham |
| Arax Advisory Partners | $1.430 | 34 | 0,00% | Saham |
| ACADIAN ASSET MANAGEMENT LLC | $1.301 | 31.040 | 0,00% | Saham |
| Integrated Wealth Concepts LLC | $924 | 22 | 0,00% | Saham |
| Essential Partners LLC | $463 | 11 | 0,00% | Saham |
| Quarry LP | $378 | 9 | 0,00% | Saham |
| Covestor Ltd | $254 | 6.039 | 0,00% | Saham |
| EverSource Wealth Advisors, LLC | $252 | 6 | 0,00% | Saham |
| GSA CAPITAL PARTNERS LLP | $247 | 5.879 | 0,00% | Saham |
| Allworth Financial LP | $211 | 5 | 0,00% | Saham |
| Farther Finance Advisors, LLC | $165 | 4 | 0,00% | Saham |
| ROTHSCHILD INVESTMENT LLC | $84 | 2 | 0,00% | Saham |
| IFP Advisors, Inc | $84 | 2 | 0,00% | Saham |
Orang dalam perusahaan 15 orang dalam · 5 pejabat · 9 direktur
| Orang Dalam | Peran | Aktivitas terakhir | Saham dimiliki | Beli 12m | Jual 12m | Bersih 12m |
|---|---|---|---|---|---|---|
| John J Brough | Chief Executive Officer | 3 Okt. 2024 P | 1.252 | 0 | 0 | $0 |
| Joanna R. Williamson | Chief Financial Officer | 3 Okt. 2024 P | 753 | 0 | 0 | $0 |
| David M. Evinger | President, Chief Risk Officer | 3 Okt. 2024 P | 125 | 0 | 0 | $0 |
| James R. Pollock | Corporate Development Officer | 3 Okt. 2024 P | 3.131 | 0 | 0 | $0 |
| Rachel G. Miller | Counsel & Corporate Secretary | 3 Okt. 2024 P | 407 | 0 | 0 | $0 |
| Mark Martinelli | Direktur | 29 Juli 2026 P | 3.000 | 2 | 0 | $29.876 |
| Joseph Michael Fitzgerald | Direktur | 3 Okt. 2024 P | 1.252 | 0 | 0 | $0 |
| Yonesy F. Nunez | Direktur | 3 Okt. 2024 P | 1.807 | 0 | 0 | $0 |
| Andrew J. Fitzgerald | Direktur | 3 Okt. 2024 P | 2.504 | 0 | 0 | $0 |
| Thomas G. Fitzgerald, Jr. | Direktur | 3 Okt. 2024 P | 2.504 | 0 | 0 | $0 |
| Benita Thompson-Byas | Direktur | 3 Okt. 2024 P | 188 | 0 | 0 | $0 |
| Michelle L. Korsmo | Direktur | 3 Okt. 2024 P | 626 | 0 | 0 | $0 |
| Martin S. Friedman | Pemilik 10% | 25 Feb. 2025 P | 338.236 | 0 | 0 | $0 |
| Michael J. Conover | — | 4 Feb. 2025 P | 3.250 | 0 | 0 | $0 |
| Paul W. Leavitt | — | 22 Nov. 2024 G | 1.196 | 0 | 0 | $0 |
Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka
Aktivis & pemilik 5%+ 2 saham
Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.
| Pengaju | Diajukan | Kepemilikan | Status | Tujuan | Pengajuan |
|---|---|---|---|---|---|
| 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 pengajuan | 2 Feb. 2026 | 0,00% | Amandemen | — | 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 pengajuan | 15 Nov. 2024 | — | Pengajuan awal | — | 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.
Kepemilikan ETF Dimiliki oleh 13 ETF
Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.
| Dana | Bobot | Unit | Per tanggal | Sumber |
|---|---|---|---|---|
| IWC · iShares Trust | 0,03% | 8.991 SH | 8 Agu 2026 | Harian |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 2.399 SH | 8 Agu 2026 | Harian |
| IWN · iShares Trust | 0,01% | 21.248 SH | 8 Agu 2026 | Harian |
| IWM · iShares Trust | 0,00% | 52.337 SH | 8 Agu 2026 | Harian |
| RSSL · Global X Funds | 0,00% | 915 NS | 30 April 2026 | N-PORT |
| ITWO · ProShares Trust | 0,00% | 103 NS | 31 Mei 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 80 NS | 31 Mei 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 84 NS | 31 Mei 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 2 NS | 31 Mei 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 33.841 SH | 8 Agu 2026 | Harian |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 88.229 SH | 8 Agu 2026 | Harian |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,00% | 15.188 SH | 8 Agu 2026 | Harian |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 318 SH | 8 Agu 2026 | Harian |