ORRF on Nasdaq
ORRSTOWN FINANCIAL SERVICES INC
Orrstown Financial Services, Inc., a Pennsylvania corporation, is the financial holding company ("FHC") for its wholly-owned subsidiary Orrstown Bank.4 From its latest annual report
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Last updated Oct 19, 2026.
Overview
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- TickerORRF on Nasdaq2
- IndustryState Commercial Banks2
- HeadquartersHarrisburg, United States2
- Incorporated inPA3
- Business address4750 Lindle Rd, Harrisburg, Pa 171113
- Filer categoryAccelerated filer3
- Legal formBusiness Corporation2
- LEI5493008IR3FINUFGVM952
- StatusActive2
- LEI statusIssued and current2
- Registered address4750 LINDLE ROAD, 17111 Harrisburg, United States2
- Registered withPennsylvania Department of State, 9909502
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Orrstown Financial Services, Inc., a Pennsylvania corporation, is the financial holding company ("FHC") for its wholly-owned subsidiary Orrstown Bank. The Company’s principal executive offices are located at 4750 Lindle Road, Harrisburg, Pennsylvania, 17111. The Parent Company was organized on November 17, 1987 for the purpose of acquiring the Bank and such other banks and bank-related activities as are permitted by law. The Company provides banking and financial advisory services in south central Pennsylvania, principally in Berks, Cumberland, Dauphin, Franklin, Lancaster, Perry and York Counties, Pennsylvania, and in Anne Arundel, Baltimore, Harford, Howard and Washington Counties, Maryland, as well as Baltimore City, Maryland. The Company’s lending area also includes counties in Pennsylvania, Maryland, Delaware, Virginia and West Virginia within a 75-mile radius of the Company's execu…4 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2025
What sells
Revenue by product, business segment and region, as the company reports it to the SEC.
Products and services
Products And Services, Trust And Investment Management Income brought in 40% of the revenue ORRSTOWN FINANCIAL SERVICES INC broke down this way in fiscal 2025.
Products and services by year
| Products and services | 2023 | 2024 | 2025 |
|---|---|---|---|
| Products And Services, Trust And Investment Management Income | $7.7M | $11.5M | $15.0M |
| Products And Services, Service Charges On Deposits | $4.3M | $5.7M | $8.5M |
| Products And Services, Merchant And Bankcard Fees (Interchange Income) | $3.9M | $5.3M | $7.0M |
| Products And Services, Brokerage Income | $3.6M | $4.9M | $6.7M |
Where the money goes
Where each dollar of revenue went, fiscal 2025
- Income tax21¢$21.8M
- Profit79¢$80.9M
Out of $37.1M in revenue.5
Where each dollar of operating cash went, fiscal 2025
- Capital spending6¢$4.2M
- Dividends paid28¢$20.6M
- Share buybacks0¢$263.0K
- Kept or used elsewhere66¢$49.6M
Out of $74.7M of cash from operations.5
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 |
|---|---|---|---|
| Loans | $256.6M | $210.3M | $126.6M |
| Investment securities - taxable | $37.7M | $27.4M | $18.0M |
| Investment securities - tax-exempt | $3.5M | $3.5M | $3.5M |
| Short term investments | $5.9M | $7.8M | $1.8M |
| Total interest income | $303.7M | $248.9M | $149.9M |
| Deposits | $92.3M | $84.2M | $37.5M |
| Securities sold under agreements to repurchase and federal funds purchased | $402.0K | $215.0K | $114.0K |
| FHLB advances and other borrowings | $6.3M | $4.9M | $5.3M |
| Subordinated notes and trust preferred debt | $4.9M | $4.3M | $2.0M |
| Total interest expense | $103.9M | $93.7M | $45.0M |
| Net interest income | $199.8M | $155.3M | $104.9M |
| Provision for credit losses - loans | $126.0K | $17.4M | $1.7M |
| Recovery of credit losses - unfunded loan commitments | -$100.0K | -$862.0K | $0 |
| Net interest income after net provision for credit losses | $199.8M | $138.7M | $103.2M |
| Service charges on deposit accounts | $8.1M | $5.3M | $3.9M |
| Interchange income | $6.0M | $5.3M | $3.9M |
| Other service charges, commissions and fees | $3.1M | $1.6M | $917.0K |
| Swap fee income | $3.0M | $1.7M | $1.0M |
| Trust and investment management income | $15.0M | $11.5M | $7.7M |
| Brokerage income | $6.7M | $4.9M | $3.6M |
| Mortgage banking activities | $1.8M | $1.8M | $591.0K |
| Income from life insurance | $5.4M | $3.9M | $2.5M |
| Investment securities gains (losses) | $166.0K | $249.0K | -$47.0K |
| Other income | $3.0M | $1.3M | $1.5M |
| Total noninterest income | $52.3M | $37.4M | $25.7M |
| Salaries and employee benefits | $85.2M | $76.6M | $51.0M |
| Occupancy | $7.5M | $6.0M | $4.3M |
| Furniture and equipment | $9.5M | $8.6M | $5.3M |
| Data processing | $4.3M | $6.1M | $4.9M |
| Automated teller and interchange fees | $3.2M | $2.3M | $1.3M |
| Advertising and bank promotions | $2.3M | $2.6M | $2.2M |
| FDIC insurance | $2.8M | $2.7M | $2.0M |
| Professional services | $7.5M | $4.1M | $2.9M |
| Directors' compensation | $1.2M | $783.0K | $915.0K |
| Taxes other than income | $2.6M | $734.0K | $1.1M |
| Intangible asset amortization | $9.8M | $5.7M | $953.0K |
| Merger-related expenses | $2.6M | $22.7M | $1.1M |
| Provision for legal settlement | $0 | $478.0K | $0 |
| Restructuring expenses | $91.0K | $296.0K | $0 |
| Other operating expenses | $10.9M | $8.7M | $6.1M |
| Total noninterest expenses | $149.4M | $148.3M | $83.8M |
| Income before income tax expense | $102.6M | $27.8M | $45.0M |
| Income tax expense | $21.8M | $5.8M | $9.4M |
| Net income | $80.9M | $22.1M | $35.7M |
| Basic earnings per share (in dollars per share) | $4.21 | $1.49 | $3.45 |
| Diluted earnings per share (in dollars per share) | $4.18 | $1.48 | $3.42 |
| Dividends paid per share (in dollars per share) | $1.06 | $0.86 | $0.80 |
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 | $42.1M | $51.0M | ||
| Interest-bearing deposits with banks | $107.7M | $197.8M | ||
| Cash and cash equivalents | $149.8M | $248.9M | ||
| Restricted investments in bank stocks | $26.7M | $20.2M | ||
| Securities available-for-sale (amortized cost of $972,138 and $864,920 at December 31, 2025 and 2024, respectively) | $952.7M | $829.7M | ||
| Loans held for sale, at fair value | $6.1M | $6.6M | ||
| Loans | $4.0B | $3.9B | ||
| Less: Allowance for credit losses | -$47.7M | -$48.7M | -$28.7M | -$25.2M |
| Net loans | $4.0B | $3.9B | ||
| Premises and equipment, net | $51.0M | $50.2M | ||
| Cash surrender value of life insurance | $147.0M | $143.9M | ||
| Goodwill | $69.8M | $68.1M | $18.7M | |
| Other intangible assets, net | $38.0M | $47.8M | $2.4M | |
| Accrued interest receivable | $21.5M | $21.1M | ||
| Deferred tax assets, net | $33.9M | $42.6M | ||
| Other assets | $72.8M | $80.0M | ||
| Total assets | $5.5B | $5.4B | ||
| Noninterest-bearing | $870.9M | $894.2M | ||
| Interest-bearing | $3.7B | $3.7B | ||
| Total deposits | $4.5B | $4.6B | ||
| Securities sold under agreements to repurchase and federal funds purchased | $24.5M | $25.9M | ||
| FHLB advances and other borrowings | $274.7M | $115.4M | ||
| Subordinated notes and trust preferred debt | $37.1M | $68.7M | ||
| Other liabilities | $85.6M | $91.9M | ||
| Total liabilities | $5.0B | $4.9B | ||
| Preferred stock, $1.25 par value per share; 500,000 shares authorized; no shares issued or outstanding | $0 | $0 | ||
| Common stock, no par value$0.05205 stated value per share 50,000,000 shares authorized; 19,711,628 shares issued and 19,507,208 outstanding at December 31, 2025; 19,722,640 shares issued and 19,389,967 outstanding at December 31, 2024 | $1.0M | $1.0M | ||
| Additional paidin capital | $424.6M | $423.3M | ||
| Retained earnings | $186.8M | $126.5M | ||
| Accumulated other comprehensive loss | -$15.2M | -$26.3M | ||
| Treasury stock 204,420 and 332,673 shares, at cost, at December 31, 2025 and 2024, respectively | -$5.6M | -$7.8M | ||
| Total shareholders equity | $591.5M | $516.7M | $265.1M | $228.9M |
| Total liabilities and shareholders equity | $5.5B | $5.4B | ||
| Securities available-for-sale, amortized cost | $972.1M | $864.9M | ||
| Preferred stock, par value (in dollars per share) | $1.25 | $1.25 | ||
| Preferred stock authorized (in shares) | 500.0K shares | 500.0K shares | ||
| Preferred stock issued (in shares) | 0 shares | 0 shares | ||
| Preferred stock outstanding (in shares) | 0 shares | 0 shares | ||
| Common stock, stated value (in dollars per share) | $0.05 | $0.05 | ||
| Common stock authorized (in shares) | 50.0M shares | 50.0M shares | ||
| Common stock issued (in shares) | 19.7M shares | 19.7M shares | ||
| Common stock outstanding (in shares) | 19.5M shares | 19.4M shares | ||
| Treasury stock (in shares) | 204.4K shares | 332.7K shares |
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Cash and due from banks | $42.1M | $51.0M | ||
| Interest-bearing deposits with banks | $107.7M | $197.8M | ||
| Cash and cash equivalents | $149.8M | $248.9M | ||
| Restricted investments in bank stocks | $26.7M | $20.2M | ||
| Securities available-for-sale (amortized cost of $972,138 and $864,920 at December 31, 2025 and 2024, respectively) | $952.7M | $829.7M | ||
| Loans held for sale, at fair value | $6.1M | $6.6M | ||
| Loans | $4.0B | $3.9B | ||
| Less: Allowance for credit losses | -$47.7M | -$48.7M | -$28.7M | -$25.2M |
| Net loans | $4.0B | $3.9B | ||
| Premises and equipment, net | $51.0M | $50.2M | ||
| Cash surrender value of life insurance | $147.0M | $143.9M | ||
| Goodwill | $69.8M | $68.1M | $18.7M | |
| Other intangible assets, net | $38.0M | $47.8M | $2.4M | |
| Accrued interest receivable | $21.5M | $21.1M | ||
| Deferred tax assets, net | $33.9M | $42.6M | ||
| Other assets | $72.8M | $80.0M | ||
| Total assets | $5.5B | $5.4B | ||
| Noninterest-bearing | $870.9M | $894.2M | ||
| Interest-bearing | $3.7B | $3.7B | ||
| Total deposits | $4.5B | $4.6B | ||
| Securities sold under agreements to repurchase and federal funds purchased | $24.5M | $25.9M | ||
| FHLB advances and other borrowings | $274.7M | $115.4M | ||
| Subordinated notes and trust preferred debt | $37.1M | $68.7M | ||
| Other liabilities | $85.6M | $91.9M | ||
| Total liabilities | $5.0B | $4.9B | ||
| Preferred stock, $1.25 par value per share; 500,000 shares authorized; no shares issued or outstanding | $0 | $0 | ||
| Common stock, no par value$0.05205 stated value per share 50,000,000 shares authorized; 19,711,628 shares issued and 19,507,208 outstanding at December 31, 2025; 19,722,640 shares issued and 19,389,967 outstanding at December 31, 2024 | $1.0M | $1.0M | ||
| Additional paidin capital | $424.6M | $423.3M | ||
| Retained earnings | $186.8M | $126.5M | ||
| Accumulated other comprehensive loss | -$15.2M | -$26.3M | ||
| Treasury stock 204,420 and 332,673 shares, at cost, at December 31, 2025 and 2024, respectively | -$5.6M | -$7.8M | ||
| Total shareholders equity | $591.5M | $516.7M | $265.1M | $228.9M |
| Total liabilities and shareholders equity | $5.5B | $5.4B | ||
| Securities available-for-sale, amortized cost | $972.1M | $864.9M | ||
| Preferred stock, par value (in dollars per share) | $1.25 | $1.25 | ||
| Preferred stock authorized (in shares) | 500.0K shares | 500.0K shares | ||
| Preferred stock issued (in shares) | 0 shares | 0 shares | ||
| Preferred stock outstanding (in shares) | 0 shares | 0 shares | ||
| Common stock, stated value (in dollars per share) | $0.05 | $0.05 | ||
| Common stock authorized (in shares) | 50.0M shares | 50.0M shares | ||
| Common stock issued (in shares) | 19.7M shares | 19.7M shares | ||
| Common stock outstanding (in shares) | 19.5M shares | 19.4M shares | ||
| Treasury stock (in shares) | 204.4K shares | 332.7K 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.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Net income | $80.9M | $22.1M | $35.7M |
| Net (discount accretion) premium amortization | -$23.4M | -$12.5M | $2.0M |
| Depreciation and amortization expense | $15.3M | $9.7M | $4.3M |
| Provision for credit losses - loans | $126.0K | $17.4M | $1.7M |
| Recovery of credit losses - unfunded loan commitments | -$100.0K | -$862.0K | $0 |
| Share-based compensation | $5.0M | $8.7M | $2.4M |
| Gains on sales of loans originated for sale | -$1.3M | -$810.0K | -$283.0K |
| Fair value adjustment on loans held for sale | $3.0K | -$131.0K | $323.0K |
| Mortgage loans originated for sale | -$58.6M | -$43.9M | -$18.4M |
| Proceeds from sales of loans originated for sale | $60.4M | $44.1M | $23.5M |
| Net gain on disposal of OREO and premises held for sale | -$119.0K | $0 | -$436.0K |
| Net loss on disposal of premises and equipment | $19.0K | $381.0K | $252.0K |
| Deferred income tax (benefit) | $6.0M | -$867.0K | -$651.0K |
| Investment securities (gains) losses | -$166.0K | -$249.0K | $47.0K |
| Provision for legal settlement | $0 | $478.0K | $0 |
| Net losses (gains) on derivatives | $272.0K | -$276.0K | $373.0K |
| Income from life insurance | -$5.4M | -$3.9M | -$2.5M |
| Premium on branch sale | $0 | $0 | -$1.1M |
| Decrease (increase) in accrued interest receivable and other assets | $5.4M | -$10.6M | $1.6M |
| (Decrease) increase in accrued interest payable and other liabilities | -$10.8M | $4.2M | -$5.7M |
| Other, net | $1.2M | $2.1M | $635.0K |
| Net cash provided by operating activities | $74.7M | $35.0M | $43.7M |
| Proceeds from sales of AFS securities | $83.9M | $162.7M | $22.0M |
| Maturities, repayments and calls of AFS securities | $85.2M | $76.1M | $35.0M |
| Purchases of AFS securities | -$272.3M | -$228.0M | -$45.6M |
| Net cash and cash equivalents received from acquisitions | $0 | $45.3M | $0 |
| Net purchases of restricted investments in bank stocks | -$6.5M | -$7.1M | -$1.4M |
| Net (increase) decrease in loans | -$69.6M | $19.7M | -$145.3M |
| Proceeds from sales of portfolio loans | $0 | $7.0M | $0 |
| Investment in limited partnerships, net | -$1.5M | -$7.8M | -$871.0K |
| Purchases of bank premises and equipment | -$4.2M | -$1.6M | -$2.3M |
| Proceeds from disposal of OREO and premises held for sale | $2.2M | $0 | $2.5M |
| Proceeds from disposal of bank premises and equipment | $18.0K | $0 | $43.0K |
| Net cash paid in branch sale | $0 | $0 | -$17.6M |
| Purchases of bank owned life insurance | $0 | -$5.0M | $0 |
| Death benefit proceeds from life insurance contracts | $864.0K | $0 | $342.0K |
| Other | -$15.0K | -$374.0K | -$143.0K |
| Net cash (used in) provided by investing activities | -$182.0M | $61.0M | -$153.2M |
| Net (decrease) increase in deposits | -$95.3M | $116.9M | $101.3M |
| Net decrease (increase) in borrowings with original maturities less than 90 days | $38.1M | -$14.4M | -$14.7M |
| Proceeds from FHLB advances with original maturities greater than 90 days | $135.0M | $0 | $40.0M |
| Payments on FHLB advances with original maturities greater than 90 days | -$15.0M | $0 | -$1.5M |
| Payments on subordinated notes | -$32.5M | $0 | $0 |
| Dividends paid | -$20.6M | -$13.2M | -$8.5M |
| Acquisition of treasury stock | -$263.0K | $0 | -$2.6M |
| Shares repurchased as treasury stock for employee taxes associated with restricted stock vesting | -$2.0M | -$2.4M | -$378.0K |
| Proceeds from issuance of employee stock purchase plan shares | $151.0K | $267.0K | $136.0K |
| Other | $571.0K | $545.0K | $0 |
| Net cash provided by financing activities | $8.1M | $87.8M | $113.9M |
| Net (decrease) increase in cash and cash equivalents | -$99.1M | $183.7M | $4.3M |
| Interest | $103.4M | $93.3M | $42.9M |
| Income taxes | $9.1M | $9.6M | $7.5M |
| OREO acquired in settlement of loans | $0 | $0 | $85.0K |
| Premises and equipment transferred to held for sale | $0 | $1.9M | $0 |
| Lease liabilities arising from obtaining ROU assets | $2.0M | $0 | $2.4M |
| Assets acquired | $0 | $2.2B | $0 |
| Liabilities assumed | $0 | $2.0B | $0 |
No quarter-by-quarter statement was filed.
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Leadership
Who has led ORRSTOWN FINANCIAL SERVICES INC, and when. Pick a name to see everywhere that person has worked.
Chief executive
Chief financial officer
Chief operating officer
2010201520202025
- Chief executive officerThomas R. Quinn Jr. May 12, 2009 to now14
- Chief executive officerKenneth Shoemaker Jun 29, 2006 to Apr 6, 200915
- PresidentThomas R. Quinn Jr. May 12, 2009 to now14
- PresidentKenneth Shoemaker Jun 29, 2006 to Apr 6, 200915
- Chief financial officerNeelesh Kalani Jul 28, 2021 to now16
- Chief financial officerGary Alan Manley May 21, 2019 to Jun 30, 202017
- Chief financial officerThomas R. Brugger Jul 23, 2019 to Jan 29, 202118
- Chief financial officerDavid P. Boyle Jan 30, 2013 to Feb 13, 202019
- Chief operating officerAdam L. Metz Jul 30, 2025 to now20
- Chief operating officerCraig L. Kauffman Jul 2, 2024 to Oct 2, 202421
- Chief operating officerJeffrey M. Seibert Feb 22, 2013 to Jan 30, 201522
- Chief operating officerJeffrey W. Embly Jun 27, 2011 to Jun 27, 201123
Board members and other officers (62)
- EVP, Chief Wealth OfficerMatthew D. Alpert Jan 23, 2026 to now24
- EVP, Chief Operations OfficerBenjamin H. Colvard Iv. Jan 23, 2025 to now25
- EVP Chief Information OfficerChristopher Orr Jan 23, 2025 to now26
- EVP, Chief Experience OfficerMichael Jaeger Mar 21, 2025 to now27
- EVP, Market PresidentJoshua D. Hocker Jun 20, 2025 to now28
- EVP, Chief Credit OfficerDavid Chajkowski Jan 9, 2024 to now29
- EVP, Chief Operations OfficerAmy Doll Jul 2, 2024 to now30
- Chief Consumer Banking OfficerChad M. Clabaugh Jul 2, 2024 to Jan 3, 202531
- EVP, Market PresidentHarland E. Carney Iii. Jul 2, 2024 to now32
- Chief Human Resources OfficerHeather K. Knisely Jul 2, 2024 to now33
- Executive Vice PresidentAdam D. Bonanno May 13, 2022 to Jul 3, 202434
- Chief Accounting OfficerSean Mulcahy Jun 15, 2021 to now35
- EVP, Chief Credit OfficerWill Joseph Ziegler Oct 26, 2021 to Feb 14, 202336
- Chief Accounting OfficerNeelesh Kalani Apr 14, 2020 to Jan 29, 202137
- Executive Vice PresidentZachary Moses Khuri May 21, 2019 to now38
- Executive Vice PresidentChristopher D. Holt Jul 23, 2019 to now39
- Executive Vice PresidentLuke Bernstein May 30, 2018 to Feb 18, 202240
- Executive Vice PresidentRobert J. Fignar Oct 11, 2018 to Feb 18, 202241
- Executive Vice PresidentDavid Todd Hornberger May 11, 2017 to now42
- Executive Vice PresidentAdam L. Metz Sep 20, 2016 to now43
- Chief Risk OfficerRobert G. Coradi Aug 27, 2014 to now44
- Executive Vice PresidentDavid P. Boyle Jan 11, 2013 to Jan 11, 201345
- Executive Vice PresidentJeffrey M. Seibert Jan 11, 2013 to Jan 11, 201346
- Executive Vice Pres Opts/TechBenjamin W. Wallace Mar 13, 2013 to Jan 30, 201947
- Senior Vice PresidentLauren L. Shutt Feb 10, 2011 to Feb 10, 201148
- Senior Vice PresidentJeffrey S. Gayman Mar 26, 2010 to now49
- Senior Vice PresidentMichelle N. Paulnock Jul 23, 2010 to Jul 23, 201050
- SVP - Chief Accounting OfficerDouglas P. Barton Dec 22, 2010 to Feb 2, 201751
- Executive Vice PresidentPeter C. Zimmerman Jul 10, 2007 to Jul 15, 200852
- Executive Vice PresidentPhilip E. Fague Feb 27, 2006 to now53
- Executive Vice PresidentStephen C. Oldt May 3, 2006 to Jul 10, 200754
- Senior Vice PresidentBarbara E. Brobst Jun 30, 2006 to Feb 18, 202255
- Senior Vice PresidentBenjamin S. Stoops Jun 30, 2006 to Apr 15, 201156
- Senior Vice PresidentBradley S. Everly Jun 30, 2006 to Aug 9, 201157
- Senior Vice PresidentJeffrey W. Embly Jun 30, 2006 to Jul 23, 201058
- Board memberBarbara E. Brobst Feb 10, 2025 to now59
- Board memberBrian D. Brunner Jul 2, 2024 to now60
- Board memberJohn Rodney Messick Jul 2, 2024 to now61
- Board memberJohn W. Giambalvo Jul 2, 2024 to now62
- Board memberSarah M. Brown Jul 2, 2024 to now63
- Board memberScott Fainor V. Jul 2, 2024 to now64
- Board memberMeera R. Modi Mar 16, 2022 to May 2, 202465
- Board memberLinford Weaver Jun 9, 2020 to Apr 29, 202166
- Board memberRobert A. Dealmeida Jul 31, 2019 to May 7, 202067
- Board memberMichael John Rice Oct 11, 2018 to now68
- Board memberCindy Jeannette Joiner Jan 7, 2016 to now69
- Board memberThomas D. Longenecker Jan 7, 2016 to May 2, 202470
- Board memberThomas R. Quinn Jr. Jun 1, 2015 to now71
- Board memberEric Andrew Segal Sep 3, 2013 to now72
- Board memberFloyd E. Stoner May 3, 2012 to May 2, 202473
- Board memberMark K. Keller May 21, 2009 to now74
- Board memberAnthony F. Ceddia Feb 10, 2006 to Mar 1, 201975
- Board memberGregory A. Rosenberry Mar 23, 2006 to Jan 30, 201976
- Board memberAndrea L. Pugh Apr 3, 2006 to May 2, 202477
- Board memberDenver Tuckey Apr 3, 2006 to Apr 6, 200978
- Board memberGlenn W. Snoke Apr 3, 2006 to now77
- Board memberJeffrey W. Coy Apr 3, 2006 to Feb 14, 201877
- Board memberJoel R. Zullinger Apr 3, 2006 to now77
- Board memberJohn S. Ward Apr 3, 2006 to Jun 6, 201177
- Board memberKenneth Shoemaker Jun 29, 2006 to Apr 16, 201015
- Board memberPeter C. Zimmerman Oct 31, 2006 to Apr 30, 200779
- General counselMatthew Dyckman Aug 3, 2021 to now80
Timeline
Filings
471 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 66 major events, 315 insider forms, 17 large holders, 53 other. The latest 20:
- Oct 14, 202613F-HR EDGAR
- Oct 8, 2026SCHEDULE 13G EDGAR
- Aug 13, 2026N-PX EDGAR
- Aug 7, 20264 EDGAR
- Aug 6, 202610-Q EDGAR
- Aug 6, 2026144 EDGAR
- Aug 3, 20264 EDGAR
- Jul 28, 20264 EDGAR
- Jul 27, 2026144 EDGAR
- Jul 22, 20268-K EDGAR
- Jul 10, 202613F-HR EDGAR
- Jul 2, 20264 EDGAR
- Jul 2, 20264 EDGAR
- Jun 3, 20264 EDGAR
- May 29, 20268-K EDGAR
- May 8, 202610-Q EDGAR
- May 6, 20264 EDGAR
- May 6, 20264 EDGAR
- May 6, 20264 EDGAR
- May 6, 20264 EDGAR
The 471 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
56 open-market trades by officers, directors and large owners since October 2021: 33 buys and 23 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Rice Michael JohnDirector | Sale | 2,530 | $43.16 | $109.2K | Form 4 |
| Jul 27, 2026 | DOLL AMYEVP, Chief Admin. Officer | Sale | 3,002 | $41.61 | $124.9K | Form 4 |
| Mar 18, 2026 | Brunner Brian DDirector | Buy | 1,000 | $34.02 | $34.0K | Form 4 |
| Mar 11, 2026 | Holt Christopher DEVP, Market President | Sale | 7,820 | $34.29 | $268.1K | Form 4 |
| Feb 19, 2026 | Quinn Thomas R JrPresident & CEO | Sale | 10,373 | $37.43 | $388.3K | Form 4 |
| Feb 18, 2026 | Quinn Thomas R JrPresident & CEO | Sale | 28 | $37.70 | $1.1K | Form 4 |
| Feb 5, 2026 | Messick John RodneyDirector | Sale | 2,500 | $38.62 | $96.5K | Form 4 |
| Feb 2, 2026 | BROWN SARAH MDirector | Buy | 406 | $36.21 | $14.7K | Form 4 |
| Oct 27, 2025 | Joiner Cindy JeannetteDirector | Buy | 302 | $34.29 | $10.4K | Form 4 |
| Sep 3, 2025 | BROWN SARAH MDirector | Buy | 288 | $35.00 | $10.1K | Form 4 |
| Jul 28, 2025 | Jaeger MichaelEVP, Chief Experience Officer | Sale | 642 | $34.25 | $22.0K | Form 4 |
| Mar 24, 2025 | FAINOR SCOTT VDirector | Buy | 3,000 | $31.17 | $93.5K | Form 4 |
| Mar 19, 2025 | Brunner Brian DDirector | Buy | 2,500 | $30.87 | $77.2K | Form 4 |
| Mar 10, 2025 | GIAMBALVO JOHN WDirector | Buy | 1,000 | $30.80 | $30.8K | Form 4 |
| Feb 4, 2025 | BROWN SARAH MDirector | Buy | 300 | $34.69 | $10.4K | Form 4 |
| Feb 4, 2025 | Brunner Brian DDirector | Buy | 2,800 | $34.76 | $97.3K | Form 4 |
| Oct 29, 2024 | Hornberger David ToddEVP, Market President | Sale | 4,000 | $37.82 | $151.3K | Form 4 |
| Oct 25, 2024 | Joiner Cindy JeannetteDirector | Buy | 221 | $37.83 | $8.4K | Form 4 |
| Sep 11, 2024 | Holt Christopher DEVP, Market President | Sale | 8,000 | $34.16 | $273.3K | Form 4 |
| Aug 15, 2024 | BROWN SARAH MDirector | Buy | 455 | $33.21 | $15.1K | Form 4 |
All 56 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.
- DIMENSIONAL FUND ADVISORS LPSCHEDULE 13G, 1 filing Oct 8, 202681
- VANGUARD GROUP INCSCHEDULE 13G/A, 2 filings Feb 13, 2024 to Mar 27, 202682
- Fourthstone LLCSCHEDULE 13G/A, 6 filings Nov 14, 2024 to Feb 13, 202683
- FMR LLCSC 13G/A, 3 filings Feb 9, 2023 to Nov 12, 202484
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.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 1,680,316 | $68.6M | 0.0% | +199,755 |
| Dimensional Fund Advisors LP | 964,868 | $39.4M | 0.0% | +64,194 |
| Vanguard Capital Management LLC | 835,238 | $34.1M | 0.0% | +17,617 |
| State Street Corp | 679,718 | $27.8M | 0.0% | −121,001 |
| Charles Schwab Investment Management Inc | 665,017 | $27.2M | 0.0% | +72,330 |
| American Century Companies Inc | 602,129 | $24.6M | 0.0% | +105,044 |
| Geode Capital Management, LLC | 566,715 | $23.1M | 0.0% | +35,285 |
| Vanguard Portfolio Management LLC | 304,510 | $12.4M | 0.0% | +44,558 |
| Two Sigma Investments, LP | 290,058 | $11.8M | 0.0% | −10,912 |
| Algert Global LLC | 287,636 | $11.7M | 0.1% | −32,924 |
| Qube Research & Technologies Ltd | 276,117 | $11.3M | 0.0% | +25,896 |
| Nuveen, LLC | 243,765 | $10.0M | 0.0% | −94,203 |
| Manufacturers Life Insurance Company, The | 227,435 | $9.3M | 0.0% | −1,756 |
| Citadel Advisors LLC | 225,513 | $9.2M | 0.0% | +121,547 |
| Northern Trust Corp | 174,554 | $7.1M | 0.0% | +12,375 |
| ProShare Advisors LLC | 172,824 | $7.1M | 0.0% | −5,862 |
| Petiole USA ltd | 167,766 | $6.8M | 4.9% | −4,000 |
| Kennedy Capital Management LLC | 154,611 | $6.3M | 0.1% | −3,042 |
| Pacific Ridge Capital Partners, LLC | 146,302 | $6.0M | 1.1% | −1,132 |
| Man Group plc | 146,012 | $6.0M | 0.0% | +12,245 |
| Goldman Sachs Group Inc | 140,705 | $5.7M | 0.0% | −77,981 |
| Vanguard Fiduciary Trust Co | 129,568 | $5.3M | 0.0% | +3,130 |
| Millennium Management LLC | 125,713 | $5.1M | 0.0% | −80,763 |
| Morgan Stanley | 122,787 | $5.0M | 0.0% | −2,408 |
| Bank Of America Corp /de/ | 115,978 | $4.7M | 0.0% | −24,012 |
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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- 44SEC EDGARRobert G. Coradi, Chief Risk Officer
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- 59SEC EDGARBarbara E. Brobst, Board member
- 60SEC EDGARBrian D. Brunner, Board member
- 61SEC EDGARJohn Rodney Messick, Board member
- 62SEC EDGARJohn W. Giambalvo, Board member
- 63SEC EDGARSarah M. Brown, Board member
- 64SEC EDGARScott Fainor V., Board member
- 65SEC EDGARMeera R. Modi, Board member
- 66SEC EDGARLinford Weaver, Board member
- 67SEC EDGARRobert A. Dealmeida, Board member
- 68SEC EDGARMichael John Rice, Board member
- 69SEC EDGARCindy Jeannette Joiner, Board member
- 70SEC EDGARThomas D. Longenecker, Board member
- 71SEC EDGARThomas R. Quinn Jr., Board member
- 72SEC EDGAREric Andrew Segal, Board member
- 73SEC EDGARFloyd E. Stoner, Board member
- 74SEC EDGARMark K. Keller, Board member
- 75SEC EDGARAnthony F. Ceddia, Board member
- 76SEC EDGARGregory A. Rosenberry, Board member
- 77SEC EDGARAndrea L. Pugh, Board member
- 78SEC EDGARDenver Tuckey, Board member
- 79SEC EDGARPeter C. Zimmerman, Board member
- 80SEC EDGARMatthew Dyckman, General counsel
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