MPB on Nasdaq
MID PENN BANCORP INC
American state commercial bank that raised $5.1 million in 2026 (SEC Form D). Summary from the record
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Last updated Oct 19, 2026.
Overview
- TickerMPB on Nasdaq1
- IndustryState Commercial Banks1
- HeadquartersHarrisburg, Pennsylvania1
- Incorporated inPA2
- Business address2407 Park Drive, Harrisburg, Pa 171102
- Filer categoryAccelerated filer2
- Legal formCorporation
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The disclosures set forth in this Item are qualified by the section captioned "Special Cautionary Notice Regarding Forward-Looking Statements" contained in Part II, Item 7, Management’s Discussion and Analysis of Financial Condition and Results of Operations, and other cautionary statements set forth elsewhere in this report.3 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
What sells
Revenue by product, business segment and region, as the company reports it to the SEC.
Products and services
Fiduciary and Trust brought in 36% of the revenue MID PENN BANCORP INC broke down this way in fiscal 2025.
Products and services by year
| Products and services | 2023 | 2024 | 2025 |
|---|---|---|---|
| Fiduciary and Trust | $5.1M | $4.7M | $5.3M |
| Debit Card | $4.0M | $3.9M | $3.9M |
| Mortgage Banking | $1.4M | $2.5M | $2.8M |
| Deposit Account | $1.9M | $2.2M | $2.5M |
| Mortgage Hedging | $324.0K | $10.0K | $12.0K |
Financial statements
Every line of the income statement as filed: the last 3 fiscal years, latest first.4
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Loans, including fees | $292.2M | $265.5M | $218.1M |
| Taxable | $22.3M | $16.5M | $16.0M |
| Tax-exempt | $1.3M | $1.5M | $1.5M |
| Other interest-bearing balances | $611.0K | $1.1M | $361.0K |
| Federal funds sold | $7.3M | $1.9M | $373.0K |
| Total Interest Income | $323.8M | $286.6M | $236.3M |
| Deposits | $121.8M | $116.3M | $79.3M |
| Short-term borrowings | $381.0K | $10.6M | $7.1M |
| Long-term and subordinated debt | $2.5M | $3.0M | $3.0M |
| Total Interest Expense | $124.7M | $129.9M | $89.4M |
| Net Interest Income | $199.1M | $156.7M | $147.0M |
| Provision for credit losses - loans | $1.6M | $2.1M | $3.3M |
| (Benefit)/provision for credit losses - credit commitments | -$301.0K | -$628.0K | $404.0K |
| Provision for credit losses | $1.3M | $1.5M | $3.7M |
| Net Interest Income After Provision for Credit Losses | $197.8M | $155.2M | $143.3M |
| Net gain on sales of SBA loans | $220.0K | $347.0K | $571.0K |
| Earnings from cash surrender value of life insurance | $2.0M | $1.1M | $1.1M |
| Net gain on sales of investment activities | $10.0K | $0 | $0 |
| Other | $10.0M | $7.8M | $5.6M |
| Noninterest Income | $26.8M | $22.5M | $20.0M |
| Salaries and employee benefits | $78.0M | $64.1M | $59.3M |
| Software licensing and utilization | $12.6M | $9.3M | $7.9M |
| Occupancy, net | $9.9M | $7.6M | $7.3M |
| Equipment | $5.0M | $4.9M | $5.1M |
| Shares tax | $2.8M | $2.4M | $2.7M |
| Legal and professional fees | $3.9M | $4.3M | $2.9M |
| ATM/card processing | $2.7M | $2.3M | $2.1M |
| Intangible amortization | $3.0M | $1.8M | $1.8M |
| FDIC Assessment | $3.5M | $4.2M | $3.5M |
| Loss/(gain) on sale of foreclosed assets, net | $646.0K | $80.0K | -$144.0K |
| Merger and acquisition | $11.5M | $545.0K | $5.5M |
| Post-acquisition restructuring | $0 | $0 | $3.0M |
| Other | $18.7M | $16.2M | $17.4M |
| Total Noninterest Expense | $152.3M | $117.6M | $118.6M |
| INCOME BEFORE PROVISION FOR INCOME TAXES | $72.4M | $60.0M | $44.7M |
| Provision for income taxes | $16.1M | $10.6M | $7.3M |
| NET INCOME AVAILABLE TO COMMON SHAREHOLDERS | $56.2M | $49.4M | $37.4M |
| Basic Earnings Per Common Share (in dollars per share) | $2.59 | $2.90 | $2.29 |
| Diluted Earnings Per Common Share (in dollars per share) | $2.55 | $2.90 | $2.29 |
| Weighted-average basic shares outstanding (in shares) | 21.8M shares | 17.0M shares | 16.3M shares |
| Weighted-average diluted shares outstanding (in shares) | 22.0M shares | 17.1M shares | 16.4M shares |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 4 fiscal years (annual) or 4 quarters (quarterly), latest first.4
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Cash and due from banks | $46.7M | $37.0M | ||
| Interest-bearing balances with other financial institutions | $29.2M | $14.5M | ||
| Federal funds sold | $23.0M | $19.1M | ||
| Total Cash and cash equivalents | $98.9M | $70.6M | ||
| Held-to-maturity, at amortized cost (fair value $321,702 and $340,648) | $347.3M | $382.4M | ||
| AFS, at fair value (amortized cost $426,512 and $284,770) | $416.3M | $260.5M | ||
| Equity securities, at fair value | $5.4M | $428.0K | ||
| Loans held-for-sale, at fair value | $3.7M | $7.1M | ||
| Loans, net of unearned income | $4.9B | $4.4B | ||
| Less: ACL - Loans | -$36.1M | -$35.5M | -$34.2M | |
| Net loans | $4.8B | $4.4B | ||
| Premises and equipment, net | $48.7M | $38.8M | ||
| Operating lease right-of-use asset | $15.2M | $7.7M | ||
| Finance lease right-of-use asset | $2.4M | $2.5M | ||
| Cash surrender value of life insurance | $95.4M | $51.5M | ||
| Restricted investment in bank stocks | $7.6M | $7.5M | ||
| Accrued interest receivable | $29.6M | $26.8M | ||
| Deferred income taxes | $21.4M | $22.7M | ||
| Goodwill | $136.6M | $128.2M | $127.0M | |
| Core deposit and other intangibles, net | $14.7M | $6.2M | ||
| Foreclosed assets held-for-sale | $7.8M | $44.0K | ||
| Other assets | $56.2M | $50.3M | ||
| Total Assets | $6.1B | $5.5B | ||
| Noninterest-bearing demand | $834.0M | $759.2M | ||
| Interest-bearing demand deposits | $2.8B | $2.3B | ||
| Time | $1.6B | $1.6B | ||
| Total Deposits | $5.2B | $4.7B | ||
| Short-term borrowings | $20.8M | $2.0M | ||
| Long-term debt | $23.1M | $23.6M | ||
| Subordinated debt and trust preferred securities | $0 | $45.7M | ||
| Operating lease liability | $15.4M | $8.1M | ||
| Accrued interest payable | $10.9M | $13.5M | ||
| Other liabilities | $34.9M | $33.1M | ||
| Total Liabilities | $5.3B | $4.8B | ||
| Common stock, par value $1.00 per share; 40,000,000 shares authorized; 23,567,094 issued as of December 31, 2025, and 19,796,519 as of December 31, 2024; 23,047,203 outstanding as of December 31, 2025, and 19,355,797 as of December 31, 2024 | $23.6M | $19.8M | ||
| Additional paid-in capital | $589.4M | $480.5M | ||
| Retained earnings | $219.7M | $181.6M | ||
| Accumulated other comprehensive loss | -$6.3M | -$16.8M | ||
| Treasury stock, at cost; 519,891 and 440,722 shares as of December 31, 2025 and December 31, 2024 | -$12.3M | -$10.0M | ||
| Total Shareholders Equity | $814.1M | $655.0M | $542.4M | $512.1M |
| Total Liabilities and Shareholders' Equity | $6.1B | $5.5B | ||
| Held-to-maturity securities | $321.7M | $340.6M | ||
| Available-for-sale, amortized cost | $426.5M | $284.8M | ||
| Common stock, par value (in dollars per share) | $1.00 | $1.00 | ||
| Common stock, authorized (in shares) | 40.0M shares | 40.0M shares | ||
| Common stock, issued (in shares) | 23.6M shares | 19.8M shares | ||
| Common stock, outstanding (in shares) | 23.0M shares | 19.4M shares | ||
| Treasury stock (in shares) | 519.9K shares | 440.7K shares |
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Cash and due from banks | $46.7M | $37.0M | ||
| Interest-bearing balances with other financial institutions | $29.2M | $14.5M | ||
| Federal funds sold | $23.0M | $19.1M | ||
| Total Cash and cash equivalents | $98.9M | $70.6M | ||
| Held-to-maturity, at amortized cost (fair value $321,702 and $340,648) | $347.3M | $382.4M | ||
| AFS, at fair value (amortized cost $426,512 and $284,770) | $416.3M | $260.5M | ||
| Equity securities, at fair value | $5.4M | $428.0K | ||
| Loans held-for-sale, at fair value | $3.7M | $7.1M | ||
| Loans, net of unearned income | $4.9B | $4.4B | ||
| Less: ACL - Loans | -$36.1M | -$35.5M | -$34.2M | |
| Net loans | $4.8B | $4.4B | ||
| Premises and equipment, net | $48.7M | $38.8M | ||
| Operating lease right-of-use asset | $15.2M | $7.7M | ||
| Finance lease right-of-use asset | $2.4M | $2.5M | ||
| Cash surrender value of life insurance | $95.4M | $51.5M | ||
| Restricted investment in bank stocks | $7.6M | $7.5M | ||
| Accrued interest receivable | $29.6M | $26.8M | ||
| Deferred income taxes | $21.4M | $22.7M | ||
| Goodwill | $136.6M | $128.2M | $127.0M | |
| Core deposit and other intangibles, net | $14.7M | $6.2M | ||
| Foreclosed assets held-for-sale | $7.8M | $44.0K | ||
| Other assets | $56.2M | $50.3M | ||
| Total Assets | $6.1B | $5.5B | ||
| Noninterest-bearing demand | $834.0M | $759.2M | ||
| Interest-bearing demand deposits | $2.8B | $2.3B | ||
| Time | $1.6B | $1.6B | ||
| Total Deposits | $5.2B | $4.7B | ||
| Short-term borrowings | $20.8M | $2.0M | ||
| Long-term debt | $23.1M | $23.6M | ||
| Subordinated debt and trust preferred securities | $0 | $45.7M | ||
| Operating lease liability | $15.4M | $8.1M | ||
| Accrued interest payable | $10.9M | $13.5M | ||
| Other liabilities | $34.9M | $33.1M | ||
| Total Liabilities | $5.3B | $4.8B | ||
| Common stock, par value $1.00 per share; 40,000,000 shares authorized; 23,567,094 issued as of December 31, 2025, and 19,796,519 as of December 31, 2024; 23,047,203 outstanding as of December 31, 2025, and 19,355,797 as of December 31, 2024 | $23.6M | $19.8M | ||
| Additional paid-in capital | $589.4M | $480.5M | ||
| Retained earnings | $219.7M | $181.6M | ||
| Accumulated other comprehensive loss | -$6.3M | -$16.8M | ||
| Treasury stock, at cost; 519,891 and 440,722 shares as of December 31, 2025 and December 31, 2024 | -$12.3M | -$10.0M | ||
| Total Shareholders Equity | $814.1M | $655.0M | $542.4M | $512.1M |
| Total Liabilities and Shareholders' Equity | $6.1B | $5.5B | ||
| Held-to-maturity securities | $321.7M | $340.6M | ||
| Available-for-sale, amortized cost | $426.5M | $284.8M | ||
| Common stock, par value (in dollars per share) | $1.00 | $1.00 | ||
| Common stock, authorized (in shares) | 40.0M shares | 40.0M shares | ||
| Common stock, issued (in shares) | 23.6M shares | 19.8M shares | ||
| Common stock, outstanding (in shares) | 23.0M shares | 19.4M shares | ||
| Treasury stock (in shares) | 519.9K shares | 440.7K shares |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 3 fiscal years, latest first.4
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Net Income | $56.2M | $49.4M | $37.4M |
| Provision for credit losses | $1.3M | $1.5M | $3.7M |
| Depreciation | $4.9M | $4.9M | $4.9M |
| Amortization of intangibles | $3.0M | $1.8M | $1.8M |
| Net amortization of security discounts/premiums | $330.0K | $397.0K | $472.0K |
| Noncash operating lease expense | $2.8M | $2.2M | $1.9M |
| Amortization of finance lease right-of-use asset | $180.0K | $179.0K | $180.0K |
| Earnings on cash surrender value of life insurance | -$2.0M | -$1.1M | -$1.1M |
| Mortgage loans originated for sale | -$103.6M | -$113.7M | -$82.7M |
| Proceeds from sales of mortgage loans originated for sale | $109.9M | $113.0M | $82.7M |
| Gain on sale of mortgage loans | -$2.8M | -$2.5M | -$1.4M |
| SBA loans originated for sale | -$3.4M | -$4.6M | -$11.2M |
| Proceeds from sales of SBA loans originated for sale | $3.6M | $5.0M | $10.6M |
| Gain on sale of SBA loans | -$220.0K | -$347.0K | -$571.0K |
| Gain on sale of property, plant, and equipment | -$51.0K | -$10.0K | $0 |
| Loss/(gain) on sale of foreclosed assets, net | $646.0K | $80.0K | -$144.0K |
| Discount on subordinated debt | -$461.0K | -$613.0K | -$587.0K |
| Stock compensation expense | $2.0M | $1.0M | $1.1M |
| Change in deferred income taxes | $13.9M | $1.5M | -$1.6M |
| Increase in accrued interest receivable | -$523.0K | -$1.0M | -$6.2M |
| (Increase)/decrease in other assets | -$4.1M | -$5.0M | $9.7M |
| (Decrease)/increase in accrued interest payable | -$2.6M | -$773.0K | $10.0M |
| Increase/(decrease) in operating lease liability | $3.3M | -$2.1M | -$2.5M |
| (Decrease)/increase in other liabilities | -$2.3M | $2.3M | -$4.2M |
| Net Cash Provided By Operating Activities | $80.0M | $51.4M | $52.3M |
| Proceeds from the sale of available-for-sale securities | $0 | $0 | $1.8M |
| Proceeds from the maturity or call of available-for-sale securities | $60.3M | $33.8M | $16.6M |
| Purchases of available-for-sale securities | -$201.8M | -$72.7M | $0 |
| Proceeds from the maturity or call of held-to-maturity securities | $34.9M | $16.4M | $10.5M |
| Stock dividends received on FHLB and other bank stock | $443.0K | $1.3M | $864.0K |
| (Purchases)/reduction of restricted investment in bank stock | -$558.0K | $8.0M | -$9.3M |
| Net cash received/(paid) from acquisitions | $218.1M | -$2.7M | $1.1M |
| Net increase in loans | -$25.5M | -$190.7M | -$424.9M |
| Purchases of bank premises and equipment | -$8.2M | -$6.9M | -$2.8M |
| Proceeds from the sale of premises and equipment | $352.0K | $163.0K | $0 |
| Proceeds from the sale of foreclosed assets | $1.9M | $359.0K | $1.3M |
| Proceeds from bank-owned life insurance | $1.1M | $6.7M | $774.0K |
| Earnings on bank-owned life insurance | $0 | -$2.6M | -$125.0K |
| Net change in investments in tax credits and other partnerships | $2.2M | $162.0K | -$4.6M |
| Net Cash Provided by (Used in) Investing Activities | $83.2M | -$208.7M | -$408.9M |
| Net (decrease)/increase in deposits | -$95.0M | $343.7M | $286.5M |
| Common stock dividends paid | -$18.2M | -$13.8M | -$13.0M |
| Proceeds from Employee and Director Stock Purchase Plan stock issuance | $619.0K | $561.0K | $482.0K |
| Proceeds from public offering of common stock | $0 | $76.0M | $0 |
| Treasury stock purchased | -$2.2M | -$323.0K | -$4.9M |
| Net change in finance lease liability | -$146.0K | -$134.0K | -$93.0K |
| Proceeds from short-term borrowings | $243.6M | $1.3B | $1.7B |
| Repayment of short-term borrowings | -$224.8M | -$1.5B | -$1.6B |
| Long-term debt repayment | -$318.0K | -$35.3M | -$30.4M |
| Proceeds from long-term debt | $0 | $0 | $25.0M |
| Subordinated debt redemption | -$45.3M | $0 | -$10.0M |
| Exercise of stock options | $6.9M | $0 | $0 |
| Net Cash (Used in)/Provided by Financing Activities | -$134.8M | $131.2M | $392.5M |
| Net increase/(decrease) in cash and cash equivalents | $28.4M | -$26.2M | $35.9M |
| Cash paid for interest | $127.2M | $130.7M | $77.4M |
| Cash paid for income taxes | $5.8M | $853.0K | $8.0M |
| Recognition of operating lease right-of-use assets | $4.0M | $930.0K | $2.1M |
| Recognition of operating lease liabilities | $4.0M | $930.0K | $2.1M |
| Loans transferred to foreclosed assets held-for-sale | $10.3M | $164.0K | $1.4M |
| Fair value of assets acquired in business combination, excluding cash | $687.5M | $1.5M | $362.1M |
| Goodwill recorded | $7.3M | $1.1M | $12.8M |
| Fair value of liabilities assumed in business combination | $630.2M | $0 | $345.0M |
| Fair value of shares issued in business combination | $103.2M | $0 | $18.1M |
No quarter-by-quarter statement was filed.
Leadership
Who has led MID PENN BANCORP INC, and when. Pick a name to see everywhere that person has worked.
Chief financial officer
Chief operating officer
2010201520202025
- Chief executive officerDavid E. Sparks Aug 13, 2018 to Jul 26, 201912
- Chief executive officerRory G. Ritrievi Mar 6, 2009 to Aug 13, 201813
- Chief executive officerAlan W. Dakey Jan 9, 2006 to Oct 8, 200814
- PresidentRory G. Ritrievi Mar 6, 2009 to now13
- PresidentAlan W. Dakey Jan 9, 2006 to Oct 8, 200814
- Chief financial officerJustin T. Webb Apr 3, 2024 to now15
- Chief financial officerMichael D. Peduzzi Mar 24, 2016 to Jun 2, 202116
- Chief operating officerDana R. Stewart Jan 13, 2026 to now17
- Chief operating officerJordan D. Space Jan 17, 2024 to Jan 13, 202618
- Chief operating officerJustin T. Webb Jul 25, 2018 to Apr 4, 202319
- Chief operating officerKevin W. Laudenslager Aug 26, 2010 to Aug 26, 201020
Board members and other officers (49)
- CIO & CTOJohn Paul Livingston Mar 26, 2026 to now21
- Chief Credit OfficerPaul W. Spotts Mar 27, 2026 to now22
- Sr. Executive Vice PresidentJordan D. Space Apr 3, 2026 to now23
- Chief Corp Development OfficerKenneth John Stephon May 1, 2025 to now24
- Chief Lending OfficerHeather R. Hall Jan 30, 2024 to now25
- Chief Risk OfficerZachary C. Miller Jan 30, 2024 to now26
- FSVP/Chief Admin OfficerMargaret E. Steinour Feb 1, 2021 to Apr 5, 202227
- EVP/Chief of StaffJoan E. Dickinson Oct 9, 2018 to now28
- EVP, Dir of Trust, Wealth MgmtJoseph L. Paese Apr 14, 2016 to now29
- SVP/Senior Banking OfficerKelly K. Neiderer Mar 5, 2013 to Jul 25, 201830
- SVP, Sr Operations OfficerJanna L. Passamonte May 29, 2013 to May 29, 201331
- Vice President and TreasurerKevin W. Laudenslager Nov 22, 2013 to Nov 22, 201332
- SVP, Chief Credit OfficerJustin T. Webb Aug 2, 2012 to Jul 25, 201733
- Chief Credit OfficerTerrence M. Monteverde Mar 8, 2010 to May 6, 201134
- OfficerScott W. Micklewright Jun 25, 2010 to now35
- Secretary of Corp. and Sub.Cindy Wetzel Aug 11, 2009 to May 23, 201336
- Ex. VP & Chief Lending OfficerEric S. Williams Jan 9, 2006 to Jun 11, 200937
- Board memberThomas R. Brugger Mar 3, 2026 to now38
- Board memberGregory Braca Sep 18, 2026 to now39
- Board memberKenneth John Stephon May 1, 2025 to now24
- Board memberBruce A. Kiefer Mar 14, 2023 to now40
- Board memberFrank Gumina Jr. May 23, 2023 to Jan 31, 202441
- Board memberBrian Arden Hudson Sr. Jan 27, 2021 to now42
- Board memberAlbert J. Evans Dec 1, 2021 to now43
- Board memberHoward R. Greenawalt Dec 1, 2021 to Apr 5, 202244
- Board memberJoseph D. Kerwin Dec 1, 2021 to Dec 17, 202145
- Board memberMaureen M. Gathagan Dec 1, 2021 to now46
- Board memberPaula M. Cherry Dec 2, 2021 to Dec 2, 202147
- Board memberKimberly J. Brumbaugh Mar 5, 2019 to now48
- Board memberDonald F. Kiefer Jan 10, 2018 to Apr 5, 202249
- Board memberAlan P. Novak Aug 13, 2018 to Jan 4, 202250
- Board memberDavid E. Sparks Aug 13, 2018 to Jun 2, 202312
- Board memberGregory M. Kerwin Jul 25, 2017 to Apr 3, 202351
- Board memberNoble C. Quandel Jr. Mar 2, 2015 to Apr 3, 202352
- Board memberRobert J. Moisey Mar 2, 2015 to Jan 4, 202253
- Board memberVincent J. Land Mar 2, 2015 to Mar 3, 201554
- Board memberJohn E. Noone Aug 31, 2012 to now55
- Board memberRobert E. Klinger Aug 31, 2012 to Jan 4, 202256
- Board memberSteven T. Boyer Feb 1, 2011 to Jan 4, 202257
- Board memberJere M. Coxon Aug 4, 2010 to Aug 4, 201058
- Board memberRory G. Ritrievi Mar 6, 2009 to now13
- Board memberEdwin D. Schlegel Nov 23, 2009 to Feb 25, 201059
- Board memberSoto Matthew G. De Jan 3, 2008 to now60
- Board memberDonald E. Sauve Aug 13, 2007 to Aug 13, 200761
- Board memberTheodore W. Mowery Aug 23, 2007 to now62
- Board memberAlan W. Dakey Jan 9, 2006 to Oct 8, 200814
- Board memberRobert C. Grubic Jun 2, 2006 to Apr 1, 202463
- Board memberA. James Durica Aug 3, 2006 to Aug 31, 201064
- Board memberWilliam A. Specht Iii. Aug 25, 2006 to now65
Named in SEC Form D filings
People the company listed in its private-offering notices.
Timeline
Filings
576 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 94 major events, 377 insider forms, 24 large holders, 1 private raises, 60 other. The latest 20:
- Oct 9, 20263 EDGAR
- Oct 7, 2026SCHEDULE 13D/A EDGAR
- Oct 2, 20264 EDGAR
- Oct 2, 20264 EDGAR
- Oct 2, 20264 EDGAR
- Oct 2, 20264 EDGAR
- Oct 2, 20264 EDGAR
- Oct 2, 20264 EDGAR
- Sep 18, 20263 EDGAR
- Sep 17, 20264 EDGAR
- Sep 1, 20268-K EDGAR
- Aug 6, 20268-K/A EDGAR
- Aug 6, 202610-Q EDGAR
- Jul 28, 20268-K EDGAR
- Jul 22, 20268-K EDGAR
- Jul 2, 20264 EDGAR
- Jul 2, 20264 EDGAR
- Jul 2, 20264 EDGAR
- Jul 2, 20264 EDGAR
- Jul 2, 20264 EDGAR
The 576 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
232 open-market trades by officers, directors and large owners since October 2021: 229 buys and 3 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | RITRIEVI RORY GPresident and CEO | Buy | 193 | $37.07 | $7.2K | Form 4 |
| Jun 30, 2026 | Brumbaugh Kimberly JDirector | Buy | 72 | $34.84 | $2.5K | Form 4 |
| Jun 30, 2026 | Evans Albert J.Director | Buy | 287 | $34.84 | $10.0K | Form 4 |
| Jun 30, 2026 | Frank Joel L.Director | Buy | 72 | $34.84 | $2.5K | Form 4 |
| Jun 30, 2026 | Abel Robert ADirector | Buy | 15 | $34.84 | $523 | Form 4 |
| Jun 30, 2026 | De Soto Matthew GDirector | Buy | 287 | $34.84 | $10.0K | Form 4 |
| Jun 30, 2026 | MOWERY THEODORE WDirector | Buy | 58 | $34.84 | $2.0K | Form 4 |
| May 4, 2026 | De Soto Matthew GDirector | Buy | 1,525 | $32.75 | $49.9K | Form 4 |
| Mar 31, 2026 | Brumbaugh Kimberly JDirector | Buy | 78 | $32.16 | $2.5K | Form 4 |
| Mar 31, 2026 | Evans Albert J.Director | Buy | 311 | $32.16 | $10.0K | Form 4 |
| Mar 31, 2026 | Frank Joel L.Director | Buy | 78 | $32.16 | $2.5K | Form 4 |
| Mar 31, 2026 | Abel Robert ADirector | Buy | 15 | $32.16 | $482 | Form 4 |
| Mar 31, 2026 | De Soto Matthew GDirector | Buy | 311 | $32.16 | $10.0K | Form 4 |
| Mar 31, 2026 | MOWERY THEODORE WDirector | Buy | 62 | $32.16 | $2.0K | Form 4 |
| Mar 12, 2026 | De Soto Matthew GDirector | Buy | 2,590 | $30.86 | $79.9K | Form 4 |
| Mar 9, 2026 | Noone John EDirector | Buy | 2,000 | $30.84 | $61.7K | Form 4 |
| Mar 6, 2026 | BRUGGER THOMAS RDirector | Buy | 818 | $31.35 | $25.6K | Form 4 |
| Feb 24, 2026 | Stephon Kenneth JohnChief Corp Development Officer | Sale | 1 | $32.58 | $27 | Form 4 |
| Dec 31, 2025 | Brumbaugh Kimberly JDirector | Buy | 80 | $31.02 | $2.5K | Form 4 |
| Dec 31, 2025 | Evans Albert J.Director | Buy | 323 | $31.02 | $10.0K | Form 4 |
All 232 trades can be filtered by person here when JavaScript is on.
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- Philip A. NorcrossSCHEDULE 13D/A, 2 filings May 1, 2026 to Oct 7, 202667
- Bay Pond Partners, L.P.SCHEDULE 13G/A, 5 filings Feb 4, 2022 to May 15, 202668
- BlackRockSCHEDULE 13G/A, 1 filing Apr 27, 202669
- VANGUARD GROUP INCSCHEDULE 13G/A, 2 filings Jul 29, 2025 to Mar 27, 202670
- Susan Doris HudsonSCHEDULE 13D/A, 6 filings Nov 8, 2024 to Mar 20, 202671
- Wellington Management CompanySCHEDULE 13G/A, 4 filings Feb 6, 2023 to Nov 12, 202572
- Castle Creek Capital Partners VI, LPSC 13G, 1 filing Nov 16, 202273
Money raised
Private offerings the company reported to the SEC on Form D.
- Jan 1, 2026Raised $5.1 million in a private offering of equity Form D: 19 investors so far Form D
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
13F reports cover disclosed long positions in U.S. stocks only.
Sources
The numbers on this page point here. Each one links to the record it came from.
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- 21SEC EDGARJohn Paul Livingston, CIO & CTO
- 22SEC EDGARPaul W. Spotts, Chief Credit Officer
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- 35SEC EDGARScott W. Micklewright, Officer
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- 38SEC EDGARThomas R. Brugger, Board member
- 39SEC EDGARGregory Braca, Board member
- 40SEC EDGARBruce A. Kiefer, Board member
- 41SEC EDGARFrank Gumina Jr., Board member
- 42SEC EDGARBrian Arden Hudson Sr., Board member
- 43SEC EDGARAlbert J. Evans, Board member
- 44SEC EDGARHoward R. Greenawalt, Board member
- 45SEC EDGARJoseph D. Kerwin, Board member
- 46SEC EDGARMaureen M. Gathagan, Board member
- 47SEC EDGARPaula M. Cherry, Board member
- 48SEC EDGARKimberly J. Brumbaugh, Board member
- 49SEC EDGARDonald F. Kiefer, Board member
- 50SEC EDGARAlan P. Novak, Board member
- 51SEC EDGARGregory M. Kerwin, Board member
- 52SEC EDGARNoble C. Quandel Jr., Board member
- 53SEC EDGARRobert J. Moisey, Board member
- 54SEC EDGARVincent J. Land, Board member
- 55SEC EDGARJohn E. Noone, Board member
- 56SEC EDGARRobert E. Klinger, Board member
- 57SEC EDGARSteven T. Boyer, Board member
- 58SEC EDGARJere M. Coxon, Board member
- 59SEC EDGAREdwin D. Schlegel, Board member
- 60SEC EDGARSoto Matthew G. De, Board member
- 61SEC EDGARDonald E. Sauve, Board member
- 62SEC EDGARTheodore W. Mowery, Board member
- 63SEC EDGARRobert C. Grubic, Board member
- 64SEC EDGARA. James Durica, Board member
- 65SEC EDGARWilliam A. Specht Iii., Board member
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