Private company

TriState Capital Holdings, Inc.

American state commercial bank based in Pittsburgh, no longer active2

In its 2022 annual report the company says: “TriState Capital Holdings, Inc. is a bank holding company headquartered in Pittsburgh, Pennsylvania. The Company has three wholly owned subsidiaries: TriState Capital Bank, a Pennsylvania chartered bank; Chartwell, a registered investment advisor; and Chartwell TSC Securities Corp., a registered broker-dealer.”50

Last updated Oct 20, 2026.

Overview

  • IndustryState Commercial Banks2
  • HeadquartersPittsburgh, United States2
  • Incorporated inPA3
  • Business addressOne Oxford Centre, 301 Grant Street, Suite 2700, Pittsburgh, Pa 152193
  • Filer categoryAccelerated filer3
  • Legal formBusiness Corporation2
  • LEI5493003JKSPN0881WX292
  • StatusInactive2
  • LEI statusRetired2
  • Registered address301 Grant St Suite 2700, 15219 Pittsburgh, United States2
  • Registered withPennsylvania Department of State, 36514072

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Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Financial statements

Net income45678$78.1M in 2021+247% since 2015
0$20.0M$40.0M$60.0M$80.0M2015: $22.5M$22.5M20152016: $28.6M$28.6M2016+27%2017: $38.0M$38.0M2017+33%2018: $54.4M$54.4M2018+43%2019: $60.2M$60.2M2019+11%2020: $45.2M$45.2M2020−25%2021: $78.1M$78.1M2021+73%
Fiscal year20152016201720182019202020212022
Interest$15.6M4$23.5M5$42.9M6$86.4M7$135.4M8$79.2M8$51.9M8
Income before tax$90.7M8
Income tax$10.9M4$13.0M5$9.5M6$5.9M7$8.5M8$7.4M8$12.6M8
Net income$22.5M4$28.6M5$38.0M6$54.4M7$60.2M8$45.2M8$78.1M8
Earnings per share$0.814$1.045$1.386$1.907$1.958$1.328$1.778
Earnings per share (diluted)$0.804$1.015$1.326$1.817$1.898$1.308$1.718
Shares (weighted, basic)31.3M shares8
Shares (weighted, diluted)32.5M shares8

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Corporate structure

TriState Capital Holdings, Inc. sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of TriState Capital Holdings, Inc.

  • Versor Investments LP Filed SC 13G/A on TriState Capital Holdings, Inc., latest Feb 10, 2023 (3 filings since Dec 9, 2021)
  • MILLENNIUM MANAGEMENT LLC Filed SC 13G on TriState Capital Holdings, Inc., latest Jun 3, 2022
  • T-VIII PUBOPPS LP Filed SC 13D/A on TriState Capital Holdings, Inc., latest Jun 2, 2022 (2 filings since Oct 21, 2021)
  • Barclays Filed SC 13G on TriState Capital Holdings, Inc., latest Feb 11, 2022
  • DIMENSIONAL FUND ADVISORS LP Filed SC 13G/A on TriState Capital Holdings, Inc., latest Feb 8, 2022
  • TriState Capital Holdings, Inc. Pittsburgh, Pennsylvania, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What TriState Capital Holdings, Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Property and equipment, before depreciation$39.0M8 Dec 31, 2021$28.6M8 Dec 31, 2020+36.5%
Accumulated depreciation$19.2M8 Dec 31, 2021$16.2M8 Dec 31, 2020+18.3%
Property and equipment, net$19.8M8 Dec 31, 2021$12.4M8 Dec 31, 2020+60.3%
Operating-lease assets (leased space)$35.1M8 Dec 31, 2021$21.3M8 Dec 31, 2020+64.9%

Investments

ItemLatestA year beforeChange
Debt securities available for sale$617.6M7 Dec 31, 2020$248.8M7 Dec 31, 2019+148.2%
Debt securities held to maturity$802.7M8 Dec 31, 2021$211.8M7 Dec 31, 2020+278.9%
Equity securities at fair value$5.0M8 Dec 31, 2021$08 Dec 31, 2020
Deposits held (banks)$11.5B8 Dec 31, 2021$8.5B8 Dec 31, 2020+35.5%

Intangibles and goodwill

ItemLatestA year beforeChange
Goodwill$41.7M8 Dec 31, 2021$41.7M8 Dec 31, 20200%
Intangible assets, net (excluding goodwill)$20.3M8 Dec 31, 2021$22.3M8 Dec 31, 2020−8.6%
Finite-lived intangibles, gross$25.3M8 Dec 31, 2021$25.3M8 Dec 31, 20200%
Accumulated amortization$14.3M8 Dec 31, 2021$12.4M8 Dec 31, 2020+15.4%
Finite-lived intangibles, net$11.0M8 Dec 31, 2021$13.0M8 Dec 31, 2020−14.8%

Leadership

Who has led TriState Capital Holdings, Inc., and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. James F. Getz2013–2022
  2. Brian S. Fetterolf2018–2022
  3. Timothy J. Riddle2019–2022

Chair

  1. James F. Getz2013–2022

President

  1. James F. Getz2013–2022
  2. Brian S. Fetterolf2017–2018

Chief financial officer

  1. Mark L. Sullivan2014–2017
  2. David J. Demas2018–2022
201520202025
Board members and other officers (17)

Former names

  • TriState Capital Holdings IncJun 17, 2010 to Aug 22, 20123
  • Tristate CapitalHoldings IncNov 3, 2008 to Nov 3, 20083

Timeline

  1. Jun 1, 20228-K Completed an acquisition or sale; Listing notice or transfer; Change to shareholders' rights32
  2. Apr 27, 20228-K Results of operations33
  3. Mar 8, 20228-K Regulation FD disclosure34
  4. Feb 28, 20228-K Shareholder vote35
  5. Feb 25, 20228-K Entered a material agreement; New debt or obligation36
  6. Feb 23, 20228-K Other events37
  7. Jan 26, 20228-K Results of operations38
  8. Dec 16, 20218-K Entered a material agreement; New debt or obligation39
  9. Dec 15, 20218-K Bylaws or fiscal year changed40
  10. Dec 2, 20218-K Regulation FD disclosure41
  11. Dec 1, 20218-K Executive or director change42
  12. Oct 27, 20218-K Entered a material agreement43
  13. Mar 11, 2019New chief executive Timothy J. Riddle becomes CEO12
  14. Jan 31, 2018New chief executive Brian S. Fetterolf becomes CEO13
  15. May 8, 2013New chief executive James F. Getz becomes CEO14
  16. May 25, 2006Founded TriState Capital Holdings, Inc. is founded2

Calendar

When it reported results

  1. Apr 27, 2022Reported quarterly or annual results33
  2. Jan 26, 2022Reported quarterly or annual results38
  3. Oct 21, 2021Reported quarterly or annual results44

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

82 filings to the SEC since October 2021: 2 annual reports, 2 quarterly reports, 14 major events, 32 insider forms, 8 large holders, 24 other. The latest 20:

  1. Feb 10, 2023SC 13G/A EDGAR
  2. Jun 29, 202215-15D EDGAR
  3. Jun 29, 202215-15D EDGAR
  4. Jun 29, 202215-15D EDGAR
  5. Jun 29, 202215-12G EDGAR
  6. Jun 28, 2022EFFECT EDGAR
  7. Jun 28, 2022EFFECT EDGAR
  8. Jun 28, 2022EFFECT EDGAR
  9. Jun 27, 2022S-8 POS EDGAR
  10. Jun 27, 2022S-8 POS EDGAR
  11. Jun 27, 2022S-8 POS EDGAR
  12. Jun 27, 2022S-8 POS EDGAR
  13. Jun 27, 2022POS AM EDGAR
  14. Jun 27, 2022POS AM EDGAR
  15. Jun 27, 2022POS AM EDGAR
  16. Jun 3, 2022SC 13G EDGAR
  17. Jun 2, 2022SC 13D/A SCHEDULE 13D, AMENDMENT NO. 2 EDGAR
  18. Jun 2, 20224 FORM 4 SUBMISSION EDGAR
  19. Jun 2, 20224 FORM 4 SUBMISSION EDGAR
  20. Jun 2, 20224 FORM 4 SUBMISSION EDGAR

The 82 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

2 open-market trades by officers, directors and large owners since October 2021: 0 buys and 2 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Mar 16, 2022Dewhurst E.H.DirectorSale3,000$31.50$94.5KForm 4
Nov 1, 2021GETZ JAMES FCHAIRMAN, PRESIDENT AND CEOSale3,586$30.05$107.8KForm 4

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.

SEC filer profile

How TriState Capital Holdings, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARTriState Capital Holdings, Inc.1
  • CIK0001380846
  • Employer ID (EIN)20-49290291
  • Filer statusAccelerated filer1
  • Incorporated inPennsylvania1
  • Fiscal year endsDecember 311
  • Industry code (SIC)6022 State Commercial Banks1
  • Business addressOne Oxford Centre, 301 Grant Street, Suite 2700, Pittsburgh, pa 152191
  • Phone(412) 304-03041
  • Shares outstanding33,636,862 as of Apr 30, 20229
  • Public float$498.1M as of Jun 30, 202111
  • On EDGAR sinceNov 3, 20081
  • Filings650 in all: 4 (317), 8-K (97), 10-Q (28), 3 (22), SC 13G/A (21), 4/A (17), 425 (14), SC 13G (10)1
    All 48 form types

    10-K (9), CORRESP (9), DEF 14A (9), 424B5 (8), EFFECT (7), FWP (6), SC 13D/A (5), UPLOAD (5), 424B7 (4), 5 (4), D (4), S-8 (4), S-8 POS (4), 15-15D (3), 8-A12B (3), DEFA14A (3), POS AM (3), PRE 14A (3), S-1/A (3), S-3 (3), 305B2 (2), 424B2 (2), 424B4 (2), CERT (2), SC 13D (2), 10-K/A (1), 15-12G (1), 25-NSE (1), 3/A (1), 424B3 (1), 8-K/A (1), CERTNAS (1), D/A (1), DEFM14A (1), DRS (1), DRS/A (1), DRSLTR (1), REGDEX (1), S-1 (1), S-3/A (1)

  • Latest filingsAnnual report (10-K) Mar 1, 2022
    Quarterly report (10-Q) May 9, 2022
    Proxy statement (DEF 14A) Apr 7, 2021
    Latest 8-K (8-K) Jun 1, 2022

Sources

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