• $230.9M
    Market Cap
  • N/A
    1-Year Change
  • Banks - Regional
    Industry

Top Holders

Institutional
Mutual Funds
Holder
Ownership %
Shares Held
Change (Shares, %)
Report Date
COMMUNITY FINANCIAL SERVICES GROUP, LLC
12.46%
696,493
+696,493 (+100.00%)
Jun 30, 2026
BLACKROCK, INC.
5.91%
330,212
+259,754 (+78.66%)
Jun 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC
4.02%
225,036
-9,464 (-4.21%)
Jun 30, 2026
GEODE CAPITAL MANAGEMENT, LLC
2.32%
129,566
+65,689 (+50.70%)
Jun 30, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE
1.13%
63,174
+1,467 (+2.32%)
Jun 30, 2026
SILVERLAKE WEALTH MANAGEMENT LLC
1.12%
62,351
-327 (-0.52%)
Jun 30, 2026
ALLIANCEBERNSTEIN L.P.
1.08%
60,380
-1,755 (-2.91%)
Jun 30, 2026

Current Ownership Distribution

  • Institutions2.7M (48.32%)
  • Other1.6M (28.75%)
  • Insiders800,473 (14.32%)
  • Mutual Funds481,648 (8.61%)

Insider Transactions

  • 14.32% (800,473)
    Current InsiderOwnership (%, shares)
  • 10
    Number of InsiderBuying (last 12 months)
  • $3.6M
    Amount of InsiderBuying (last 12 months)
  • 1
    Number of InsiderSelling (last 12 months)
  • $138,663.96
    Amount of InsiderSelling (last 12 months)
Insider Name & Title
Type
Date
Transaction Value
Shares
Share Price
Shares After Transactions
Caldwell Christopher L.
Pres/CEO/Dir of Company & Bank
Buy
Apr 06, 2026
$35,299.00
1,000
$35.30
12,000
Lamberton Wayne
Buy
Apr 06, 2026
$46,332.00
1,350
$34.32
10,045
BONVECHIO LOUISE M
Executive VP & CFO
Buy
Mar 12, 2026
$24,988.25
763
$32.75
12,009
Moore Jeffrey Lee
Buy
Mar 04, 2026
$3,045.00
100
$30.45
13,727
Laforce David
Buy
Mar 03, 2026
$26,850.00
895
$30.00
9,859
Laforce David
Buy
Feb 20, 2026
$4,393.20
140
$31.38
8,964
Marvin Emma
Buy
Feb 13, 2026
$100,750.00
3,100
$32.50
9,648
Bouffard David Mark
Buy
Feb 04, 2026
$15,725.00
500
$31.45
6,736
Conant Aminta K
Buy
Feb 02, 2026
$126,000.00
4,000
$31.50
11,059
Caldwell Christopher L.
Pres/CEO/Dir of Company & Bank
Buy
Feb 02, 2026
$22,246.00
700
$31.78
10,700
Caldwell Christopher L.
Pres/CEO/Dir of Company & Bank
Buy
Feb 02, 2026
$9,525.00
300
$31.75
11,000
Brainard Nikole
PAO-Controller
Buy
Jan 14, 2026
$2,294.00
100
$22.94
100
Baker Bruce D
Buy
Jan 13, 2026
$5,040.00
180
$28.00
1,070
Bouffard David Mark
Sell
Oct 23, 2025
$45.30
2
$22.65
6,124
Lamberton Wayne
Buy
Sep 08, 2025
$43,225.00
1,900
$22.75
6,565
Caldwell Christopher L.
Pres/CEO/Dir of Company & Bank
Buy
Sep 03, 2025
$22,700.00
1,000
$22.70
10,000
Lamberton Wayne
Buy
Aug 22, 2025
$2,275.00
100
$22.75
4,665
Caldwell Christopher L.
Pres/CEO/Dir of Company & Bank
Buy
Aug 11, 2025
$22,795.00
1,000
$22.80
9,000
Lamberton Wayne
Buy
Aug 04, 2025
$34,038.75
1,565
$21.75
4,565
Laforce David
Buy
Aug 01, 2025
$2,201.09
95
$23.17
8,824
Baker Bruce D
Buy
Jul 07, 2025
$5,143.50
254
$20.25
890
Moore Jeffrey Lee
Buy
Jul 07, 2025
$40,100.00
2,000
$20.05
15,028
Moore Jeffrey Lee
Buy
Jul 07, 2025
$33,323.10
1,662
$20.05
6,062
Martin Carol
Buy
May 09, 2025
$2,322.00
129
$18.00
10,274
BONVECHIO LOUISE M
Executive VP & CFO
Buy
May 06, 2025
$18,250.00
1,000
$18.25
11,016
Laforce David
Buy
Feb 28, 2025
$2,068.35
112
$18.47
8,614
Moore Jeffrey Lee
Buy
Feb 26, 2025
$35,500.00
2,000
$17.75
2,000
Caldwell Christopher L.
Pres/CEO/Dir of Company & Bank
Buy
Feb 25, 2025
$4,839.31
269
$17.99
6,344
Caldwell Christopher L.
Pres/CEO/Dir of Company & Bank
Buy
Feb 25, 2025
$1,814.00
100
$18.14
6,444
Caldwell Christopher L.
Pres/CEO/Dir of Company & Bank
Buy
Feb 25, 2025
$1,815.00
100
$18.15
6,544