OBK on NYSE
Origin Bancorp, Inc.
Origin Bancorp, Inc. is a financial holding company headquartered in Ruston, Louisiana.4 From its latest annual report
Price unavailable
Last updated Oct 19, 2026.
Overview
- TickerOBK on NYSE2
- IndustryState Commercial Banks2
- HeadquartersRuston, United States2
- Incorporated inLA3
- Business address500 S Service Road East, Ruston, La 712703
- Filer categoryLarge accelerated filer3
- Legal formCorporation2
- LEI54930055DO2Z4KO3NB452
- StatusActive2
- LEI statusIssued and current2
- Registered addressC/O STACI SANDERS, 71270 Ruston, United States2
- Registered withCorporations Section (Office of the Secretary of State), 34383194D2
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Origin Bancorp, Inc. is a financial holding company headquartered in Ruston, Louisiana. Our wholly owned bank subsidiary, Origin Bank, was founded in 1912 in Choudrant, Louisiana. Deeply rooted in our history is a culture committed to providing personalized, relationship banking to businesses, municipalities, and personal clients to enrich the lives of the people in the communities we serve. We provide a broad range of financial services and currently operates more than 56 locations in Dallas/Fort Worth, East Texas, Houston, North Louisiana, Mississippi, South Alabama and the Florida Panhandle . In addition, we provide a broad range of insurance agency products and services through our wholly owned insurance agency subsidiary, Forth Insurance, LLC. At December 31, 2025, we had total assets of $9.72 billion, total loans held for investment (“LHFI”) of $7.67 billion, total deposits of $8.3…4 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
Products And Services, Insurance Commission And Fees brought in 58% of the revenue Origin Bancorp, Inc. broke down this way in fiscal 2025.
Products and services by year
| Products and services | 2023 | 2024 | 2025 |
|---|---|---|---|
| Products And Services, Insurance Commission And Fees | $25.1M | $26.8M | $27.1M |
| Products And Services, Deposit Service Fees | $18.8M | $19.0M | $19.7M |
Financial statements
Every line of the income statement as filed: the last 3 fiscal years, latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Interest and fees on loans | $477.7M | $517.3M | $466.8M |
| Investment securities-taxable | $33.5M | $26.6M | $31.7M |
| Investment securities-nontaxable | $5.4M | $3.7M | $5.1M |
| Interest and dividend income on assets held in other financial institutions | $21.3M | $17.0M | $19.8M |
| Total interest and dividend income | $538.0M | $564.6M | $523.4M |
| Interest-bearing deposits | $199.5M | $254.9M | $196.5M |
| FHLB advances and other borrowings | $1.7M | $1.6M | $17.3M |
| Subordinated indebtedness | $5.8M | $7.7M | $10.1M |
| Total interest expense | $207.0M | $264.2M | $223.8M |
| Net interest income | $331.0M | $300.4M | $299.6M |
| Provision for credit losses | $46.3M | $7.4M | $16.8M |
| Net interest income after provision for credit losses | $284.7M | $292.9M | $282.8M |
| Other fee income | $9.5M | $8.9M | $8.1M |
| Mortgage banking revenue | $3.7M | $6.6M | $3.4M |
| Swap fee income | $3.4M | $323.0K | $1.3M |
| Loss on sales of securities, net | -$14.4M | -$14.8M | -$11.6M |
| Change in fair value of equity investments | $7.0M | $5.2M | $10.1M |
| Equity method investment (loss) income | -$1.2M | $519.0K | $405.0K |
| Other income | $5.1M | $2.9M | $2.9M |
| Total noninterest income | $59.8M | $55.4M | $58.3M |
| Salaries and employee benefits | $150.9M | $148.8M | $138.8M |
| Occupancy and equipment, net | $29.8M | $27.9M | $26.8M |
| Data processing | $13.6M | $13.5M | $11.6M |
| Office and operations | $12.7M | $11.4M | $10.8M |
| Intangible asset amortization | $6.6M | $8.0M | $9.6M |
| Regulatory assessments | $5.5M | $6.9M | $6.5M |
| Advertising and marketing | $5.6M | $6.2M | $6.0M |
| Professional services | $6.6M | $6.6M | $5.9M |
| Electronic banking | $5.7M | $5.2M | $4.7M |
| Loan-related expense | $3.0M | $3.2M | $5.0M |
| Bank share tax expense | $2.5M | $2.9M | $3.3M |
| Other expense | $6.3M | $10.5M | $6.1M |
| Total noninterest expense | $248.9M | $251.0M | $235.2M |
| Income before income tax expense | $95.6M | $97.3M | $105.9M |
| Income tax expense | $20.4M | $20.8M | $22.1M |
| Net income | $75.2M | $76.5M | $83.8M |
| Basic earnings per common share (in dollars per share) | $2.42 | $2.46 | $2.72 |
| Diluted earnings per common share (in dollars per share) | $2.40 | $2.45 | $2.71 |
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.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Cash and due from banks | $73.1M | $133.0M | ||
| Interest-earning deposits in banks | $351.1M | $337.3M | ||
| Total cash and cash equivalents | $424.2M | $470.2M | ||
| Available for sale | $1.1B | $1.1B | ||
| Held to maturity, net of allowance for credit losses of $41 and $50 at December 31, 2025, and December 31, 2024, respectively (fair value of $9,607 and $10,456 at December 31, 2025, and December 31, 2024, respectively) | $10.6M | $11.1M | ||
| Securities carried at fair value through income | $6.2M | $6.5M | ||
| Total securities | $1.1B | $1.1B | ||
| Non-marketable equity securities held in other financial institutions | $31.1M | $71.6M | ||
| Equity method investments | $67.5M | $19.0M | ||
| Loans held for sale (at fair value at December 31, 2024) | $1.0M | $10.5M | ||
| Loans, net of allowance for credit losses of $96,782 and $91,060 at December 31, 2025, and December 31, 2024, respectively | $7.6B | $7.5B | ||
| Premises and equipment, net | $124.2M | $126.6M | ||
| Cash surrender value of bank-owned life insurance | $41.7M | $40.8M | ||
| Goodwill | $128.7M | $128.7M | $128.7M | |
| Other intangible assets, net | $33.4M | $37.5M | ||
| Accrued interest receivable and other assets | $164.8M | $170.9M | ||
| Total assets | $9.7B | $9.7B | ||
| Noninterest-bearing deposits | $2.0B | $1.9B | ||
| Interest-bearing deposits | $5.5B | $5.3B | ||
| Time deposits | $829.5M | $1.0B | ||
| Total deposits | $8.3B | $8.2B | ||
| Federal Home Loan Bank (FHLB) advances, repurchase agreements and other borrowings | $19.1M | $12.5M | ||
| Subordinated indebtedness, net | $16.5M | $159.9M | ||
| Accrued expenses and other liabilities | $135.2M | $137.9M | ||
| Total liabilities | $8.5B | $8.5B | ||
| Commitments and contingencies - See Note 19 Commitments and Contingencies | $0 | $0 | ||
| Preferred stock, no par value, 2,000,000 shares authorized | $0 | $0 | ||
| Common stock ($5.00 par value; 50,000,000 shares authorized; 30,952,428 and 31,197,574 shares issued at December 31, 2025, and December 31, 2024, respectively) | $154.8M | $156.0M | ||
| Additional paid-in capital | $533.5M | $537.4M | ||
| Retained earnings | $612.5M | $557.9M | ||
| Accumulated other comprehensive loss | -$54.1M | -$106.0M | ||
| Total stockholders equity | $1.2B | $1.1B | $1.1B | $949.9M |
| Total liabilities and stockholders equity | $9.7B | $9.7B | ||
| Held to maturity, allowance for credit losses | $41.0K | $50.0K | $63.0K | $899.0K |
| Fair value of held to maturity securities | $9.6M | $10.5M | ||
| Allowance for credit losses | $96.8M | $91.1M | $96.9M | $87.2M |
| Preferred stock, shares authorized (in shares) | 2.0M shares | 2.0M shares | ||
| Common stock, par value (in dollars per share) | $5.00 | $5.00 | ||
| Common stock, authorized (in shares) | 50.0M shares | 50.0M shares | ||
| Common stock, issued (in shares) | 31.0M shares | 31.2M shares |
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Cash and due from banks | $73.1M | $133.0M | ||
| Interest-earning deposits in banks | $351.1M | $337.3M | ||
| Total cash and cash equivalents | $424.2M | $470.2M | ||
| Available for sale | $1.1B | $1.1B | ||
| Held to maturity, net of allowance for credit losses of $41 and $50 at December 31, 2025, and December 31, 2024, respectively (fair value of $9,607 and $10,456 at December 31, 2025, and December 31, 2024, respectively) | $10.6M | $11.1M | ||
| Securities carried at fair value through income | $6.2M | $6.5M | ||
| Total securities | $1.1B | $1.1B | ||
| Non-marketable equity securities held in other financial institutions | $31.1M | $71.6M | ||
| Equity method investments | $67.5M | $19.0M | ||
| Loans held for sale (at fair value at December 31, 2024) | $1.0M | $10.5M | ||
| Loans, net of allowance for credit losses of $96,782 and $91,060 at December 31, 2025, and December 31, 2024, respectively | $7.6B | $7.5B | ||
| Premises and equipment, net | $124.2M | $126.6M | ||
| Cash surrender value of bank-owned life insurance | $41.7M | $40.8M | ||
| Goodwill | $128.7M | $128.7M | $128.7M | |
| Other intangible assets, net | $33.4M | $37.5M | ||
| Accrued interest receivable and other assets | $164.8M | $170.9M | ||
| Total assets | $9.7B | $9.7B | ||
| Noninterest-bearing deposits | $2.0B | $1.9B | ||
| Interest-bearing deposits | $5.5B | $5.3B | ||
| Time deposits | $829.5M | $1.0B | ||
| Total deposits | $8.3B | $8.2B | ||
| Federal Home Loan Bank (FHLB) advances, repurchase agreements and other borrowings | $19.1M | $12.5M | ||
| Subordinated indebtedness, net | $16.5M | $159.9M | ||
| Accrued expenses and other liabilities | $135.2M | $137.9M | ||
| Total liabilities | $8.5B | $8.5B | ||
| Commitments and contingencies - See Note 19 Commitments and Contingencies | $0 | $0 | ||
| Preferred stock, no par value, 2,000,000 shares authorized | $0 | $0 | ||
| Common stock ($5.00 par value; 50,000,000 shares authorized; 30,952,428 and 31,197,574 shares issued at December 31, 2025, and December 31, 2024, respectively) | $154.8M | $156.0M | ||
| Additional paid-in capital | $533.5M | $537.4M | ||
| Retained earnings | $612.5M | $557.9M | ||
| Accumulated other comprehensive loss | -$54.1M | -$106.0M | ||
| Total stockholders equity | $1.2B | $1.1B | $1.1B | $949.9M |
| Total liabilities and stockholders equity | $9.7B | $9.7B | ||
| Held to maturity, allowance for credit losses | $41.0K | $50.0K | $63.0K | $899.0K |
| Fair value of held to maturity securities | $9.6M | $10.5M | ||
| Allowance for credit losses | $96.8M | $91.1M | $96.9M | $87.2M |
| Preferred stock, shares authorized (in shares) | 2.0M shares | 2.0M shares | ||
| Common stock, par value (in dollars per share) | $5.00 | $5.00 | ||
| Common stock, authorized (in shares) | 50.0M shares | 50.0M shares | ||
| Common stock, issued (in shares) | 31.0M shares | 31.2M 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.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Net income | $75.2M | $76.5M | $83.8M |
| Provision for credit losses | $46.3M | $7.4M | $16.8M |
| Depreciation and amortization | $16.8M | $16.8M | $17.6M |
| Net amortization on securities | $1.1M | $4.8M | $6.9M |
| Amortization (accretion) of net premium/discount on purchased loans | $91.0K | -$2.0K | -$2.0M |
| Amortization of investments in tax credit funds | $1.2M | $1.7M | $1.8M |
| Loss on sale of securities, net | $14.4M | $14.8M | $11.6M |
| Equity method investment loss (gain) | $1.2M | -$519.0K | -$405.0K |
| Deferred income tax (benefit) expense | -$4.5M | -$1.5M | $27.7M |
| Stock-based compensation expense | $8.3M | $7.2M | $5.3M |
| Originations of mortgage loans held for sale | -$149.0M | -$197.6M | -$187.1M |
| Proceeds from mortgage loans held for sale | $158.2M | $185.3M | $158.4M |
| Gain on mortgage loans held for sale (including origination of MSR for the year ended December 31, 2023) | -$3.9M | -$4.9M | -$3.8M |
| MSR asset valuation adjustment | $0 | -$450.0K | $4.1M |
| Gain on sale of MSR asset | $0 | -$410.0K | $0 |
| Net (gain) loss on disposals of premises and equipment | -$85.0K | -$878.0K | $2.0K |
| Increase in the cash surrender value of life insurance | -$1.1M | -$935.0K | -$865.0K |
| Employee Retention Credit received | $1.9M | $0 | $0 |
| Gain on equity securities without a readily determinable fair value | -$7.0M | -$5.2M | -$10.1M |
| Net loss (gain) on sales and write-downs of other real estate owned | $796.0K | -$67.0K | -$66.0K |
| Net change in operating leases | $876.0K | $1.9M | -$770.0K |
| Increase in other assets | -$6.8M | -$555.0K | -$6.2M |
| Increase in other liabilities | $5.1M | $5.0M | $7.3M |
| Net cash provided by operating activities | $158.9M | $108.5M | $129.9M |
| Purchases of securities available for sale | -$834.9M | -$247.4M | -$11.0M |
| Maturities and pay downs of securities available for sale | $621.9M | $166.8M | $137.8M |
| Proceeds from sales and calls of securities available for sale | $248.6M | $231.2M | $291.2M |
| Maturities, pay downs and calls of securities held to maturity | $534.0K | $522.0K | $486.0K |
| Pay downs of securities carried at fair value | $315.0K | $299.0K | $285.0K |
| Redemption of non-marketable equity securities held in other financial institutions | $11.8M | $10.7M | $0 |
| Purchase of non-marketable equity securities held in other financial institutions | -$12.4M | -$21.3M | $0 |
| Net (purchases) redemptions of non-marketable equity securities held in other financial institutions | -$615.0K | -$10.6M | $24.0M |
| Originations of mortgage warehouse loans | -$10.2B | -$9.7B | -$6.5B |
| Proceeds from pay-offs of mortgage warehouse loans | $10.1B | $9.7B | $6.4B |
| Net decrease (increase) in loans, excluding mortgage warehouse and loans held for sale | $41.9M | $106.9M | -$499.6M |
| Purchase of other intangibles | -$2.5M | $0 | $0 |
| Proceeds from sale of the MSR asset | $0 | $15.9M | $0 |
| Proceeds from bank-owned life insurance | $250.0K | $0 | $0 |
| Return of capital and other distributions from equity method investments | $595.0K | $1.4M | $1.8M |
| Return of capital and other distributions from cost method investments | $57.0K | $0 | $0 |
| Capital calls on limited partnership investments | -$4.4M | -$1.1M | -$2.6M |
| Purchase of low-income housing tax credit investments | -$927.0K | -$664.0K | -$572.0K |
| Purchases of premises and equipment | -$7.9M | -$22.0M | -$26.8M |
| Proceeds from sales of premises and equipment | $125.0K | $5.6M | $49.0K |
| Proceeds from sales of other real estate owned | $3.0M | $4.4M | $93.0K |
| Purchase of equity method investment | $0 | -$800.0K | $0 |
| Proceeds from termination of cash flow hedge | $0 | $680.0K | $0 |
| Net cash (used in) provided by investing activities | -$113.7M | $231.9M | -$130.0M |
| Net increase (decrease) in deposits | $84.1M | -$28.0M | $475.4M |
| Repayments of long-term FHLB advances | -$285.0K | -$275.0K | -$266.0K |
| Proceeds from short-term FHLB advances | $1.4B | $1.7B | $6.1B |
| Repayments of short-term FHLB advances | -$1.4B | -$1.8B | -$6.5B |
| Maturities of subordinated indebtedness | $0 | $0 | -$2.6M |
| Redemption/Repurchase of subordinated indebtedness | -$148.3M | -$34.6M | -$4.7M |
| Repayments of other short-term borrowings | -$116.7M | $0 | -$30.0M |
| Proceeds from other short-term borrowings | $116.7M | $0 | $0 |
| Net increase (decrease) in securities sold under agreements to repurchase | $6.9M | -$863.0K | -$20.8M |
| Dividends paid | -$18.9M | -$18.7M | -$18.6M |
| Cash received from exercise of stock options | $954.0K | $1.9M | $3.1M |
| Common stock repurchased | -$15.8M | $0 | $0 |
| Net cash used in financing activities | -$91.3M | -$150.6M | -$78.4M |
| Net (decrease) increase in cash and cash equivalents | -$46.0M | $189.8M | -$78.5M |
| Interest paid | $211.8M | $268.5M | $215.5M |
| Income taxes paid, total | $34.5M | $24.2M | $383.0K |
| Federal | $32.0M | ||
| State | $2.4M | ||
| Unsettled liability for investment purchases recorded at trade date | $0 | -$5.0K | $0 |
| Real estate acquired in settlement of loans | $1.1M | $3.6M | $3.2M |
| Real estate transferred from fixed assets to other real estate owned | $0 | $894.0K | $0 |
| Transfers from other real estate owned to other assets | $194.0K | $0 | $0 |
| Transfers from loans held for sale to loans held for investment | $213.0K | $18.6M | $0 |
| Decrease in Government National Mortgage Association repurchase obligation | $0 | $0 | -$24.6M |
| Transfer from non-marketable securities held in other financial institutions to equity method investments | $41.6M | $0 | $0 |
| Recognition of operating right-of-use assets | $4.8M | $11.5M | $20.6M |
| Recognition of operating lease liabilities | $5.3M | $12.7M | $20.7M |
| Impairment of right-of-use assets due to branch closures | -$332.0K | $0 | $0 |
No quarter-by-quarter statement was filed.
Leadership
Who has led Origin Bancorp, Inc., and when. Pick a name to see everywhere that person has worked.
Chief financial officer
Chief operating officer
20202025
- Chief executive officerBartlett H. Dugdale Apr 28, 2026 to now13
- Chief executive officerMartin Lance Hall Nov 16, 2020 to Apr 28, 202614
- Chief executive officerDrake D. Mills May 8, 2018 to Nov 16, 202015
- ChairDrake D. Mills May 8, 2018 to now15
- PresidentDrake D. Mills May 8, 2018 to Nov 14, 201815
- PresidentMartin Lance Hall Nov 14, 2018 to Nov 16, 202016
- Chief financial officerWillliam J. Wallace Iv. Aug 9, 2022 to now17
- Chief financial officerStephen H. Brolly May 8, 2018 to Feb 23, 202218
- Chief operating officerMartin Lance Hall May 8, 2018 to now19
Board members and other officers (19)
- Chief Accounting OfficerStephen H. Brolly Aug 23, 2022 to now20
- Chief Risk OfficerJim Crotwell Feb 1, 2021 to now21
- Chief Banking OfficerFred Ronnie Myrick May 8, 2018 to Dec 4, 201822
- Board memberDaniel Chu May 6, 2022 to now23
- Board memberJay Dyer Aug 1, 2022 to May 21, 202424
- Board memberLori Sirman Aug 1, 2022 to now25
- Board memberAndrea La'Verne Edney May 4, 2021 to now26
- Board memberMeryl Kennedy Farr May 4, 2021 to now27
- Board memberRichard J. Gallot Jr. Apr 25, 2019 to now28
- Board memberStacey W. Goff Dec 11, 2019 to now29
- Board memberElizabeth E. Solender May 8, 2018 to May 21, 202430
- Board memberFarrell J. Malone May 8, 2018 to May 21, 202431
- Board memberFred Ronnie Myrick May 8, 2018 to Feb 23, 202122
- Board memberGary E. Luffey May 8, 2018 to now32
- Board memberGeorge M. Snellings Iv. May 8, 2018 to May 20, 202033
- Board memberJames Samuel Dagostino Jr. May 8, 2018 to now34
- Board memberJohn Marshall Buske May 8, 2018 to Nov 14, 201835
- Board memberOliver M. Goldstein May 8, 2018 to May 8, 201836
- General counselDerek McGee Jan 5, 2022 to now37
Named in SEC Form D filings
People the company listed in its private-offering notices.
Former names
Timeline
Filings
380 filings to the SEC since October 2021: 7 annual reports, 18 quarterly reports, 63 major events, 226 insider forms, 15 large holders, 1 private raises, 50 other. The latest 20:
- Oct 9, 2026CERT OBK 8A CERTIFICATION EDGAR
- Oct 9, 20268-A12B EDGAR
- Oct 9, 202625 EDGAR
- Oct 9, 20268-K EDGAR
- Oct 8, 2026SCHEDULE 13G EDGAR
- Oct 6, 20268-K EDGAR
- Sep 15, 20268-K EDGAR
- Aug 21, 20264 EDGAR
- Aug 21, 20264 EDGAR
- Aug 10, 20264 EDGAR
- Aug 5, 20264 EDGAR
- Aug 5, 202610-Q EDGAR
- Jul 22, 20268-K EDGAR
- Jul 15, 20264/A EDGAR
- Jul 10, 20268-K EDGAR
- Jun 25, 202611-K EDGAR
- Jun 18, 20264 EDGAR
- May 22, 20264 EDGAR
- May 22, 20264 EDGAR
- May 22, 20264 EDGAR
The 380 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
37 open-market trades by officers, directors and large owners since October 2021: 30 buys and 7 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Jones Cecil W.Director | Buy | 3,700 | $53.86 | $199.3K | Form 4 |
| Dec 26, 2025 | Farr Meryl KennedyDirector | Sale | 2,265 | $38.37 | $86.9K | Form 4 |
| Nov 4, 2025 | Jones Cecil W.Director | Buy | 8,500 | $34.71 | $295.0K | Form 4 |
| Oct 29, 2025 | Wallace Willliam J IVChief Financial Officer | Buy | 2,250 | $34.95 | $78.6K | Form 4 |
| Oct 29, 2025 | Hall Martin LanceOBK COO, Origin Bank Pres&CEO | Buy | 1,500 | $34.50 | $51.8K | Form 4 |
| Oct 29, 2025 | Luffey Gary E.Director | Buy | 500 | $34.78 | $17.4K | Form 4 |
| Oct 29, 2025 | Brolly Stephen HChief Accounting Officer | Buy | 700 | $34.94 | $24.5K | Form 4 |
| Oct 28, 2025 | Wallace Willliam J IVChief Financial Officer | Buy | 2,250 | $34.80 | $78.3K | Form 4 |
| Oct 27, 2025 | McGee DerekChief Legal Counsel | Buy | 968 | $34.19 | $33.1K | Form 4 |
| Oct 27, 2025 | Crotwell JimChief Risk Officer | Buy | 3,000 | $34.32 | $103.0K | Form 4 |
| Oct 27, 2025 | Mills DrakeChairman, President and CEO | Buy | 1,200 | $34.06 | $40.9K | Form 4 |
| Oct 27, 2025 | Moore PrestonChief Credit & Banking Officer | Buy | 7,500 | $34.27 | $257.0K | Form 4 |
| Oct 27, 2025 | Brolly Stephen HChief Accounting Officer | Buy | 300 | $34.11 | $10.2K | Form 4 |
| Oct 27, 2025 | D'Agostino James Samuel Jr.Director | Buy | 1,000 | $33.93 | $33.9K | Form 4 |
| Sep 11, 2023 | Dyer JayDirector | Sale | 3,579 | $29.36 | $105.1K | Form 4 |
| Aug 25, 2023 | Dyer JayDirector | Sale | 1,700 | $30.06 | $51.1K | Form 4 |
| May 30, 2023 | Moore PrestonChief Credit & Banking Officer | Buy | 20 | $29.28 | $586 | Form 4 |
| May 24, 2023 | Crotwell JimChief Risk Officer | Buy | 3,000 | $29.75 | $89.2K | Form 4 |
| May 22, 2023 | Crotwell JimChief Risk Officer | Buy | 15,475 | $29.97 | $463.8K | Form 4 |
| May 10, 2023 | Jones Michael AubreyDirector | Buy | 500 | $26.90 | $13.4K | Form 4 |
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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.
- DIMENSIONAL FUND ADVISORS LPSCHEDULE 13G, 1 filing Oct 8, 202639
- VANGUARD GROUP INCSCHEDULE 13G/A, 2 filings Feb 13, 2024 to Mar 27, 202640
- T. Rowe Price Investment Management, Inc.SCHEDULE 13G/A, 6 filings Aug 10, 2022 to Aug 14, 202541
- PRICE T ROWE ASSOCIATES INC /MD/SC 13G/A, 2 filings Feb 14, 2022 to Aug 10, 202242
- AMERICAN CENTURY INVESTMENT MANAGEMENT INCSC 13G/A, 1 filing Feb 4, 202243
Money raised
Private offerings the company reported to the SEC on Form D.
- Dec 31, 2021Raised $7.5 million in a private offering of equity Form D: 3 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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- 16SEC EDGARMartin Lance Hall, President
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- 21SEC EDGARJim Crotwell, Chief Risk Officer
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- 23SEC EDGARDaniel Chu, Board member
- 24SEC EDGARJay Dyer, Board member
- 25SEC EDGARLori Sirman, Board member
- 26SEC EDGARAndrea La'Verne Edney, Board member
- 27SEC EDGARMeryl Kennedy Farr, Board member
- 28SEC EDGARRichard J. Gallot Jr., Board member
- 29SEC EDGARStacey W. Goff, Board member
- 30SEC EDGARElizabeth E. Solender, Board member
- 31SEC EDGARFarrell J. Malone, Board member
- 32SEC EDGARGary E. Luffey, Board member
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- 35SEC EDGARJohn Marshall Buske, Board member
- 36SEC EDGAROliver M. Goldstein, Board member
- 37SEC EDGARDerek McGee, General counsel
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