Financial Institutions
Provides community banking and wealth-management services through Five Star Bank and Courier Capital.
$40.96
After-hours close0.00 (0.00%)
At close$40.96(+0.10%)
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Breakdown13F · Form 4
Institutions 80.80%15.91M sharesInsiders 2.44%481.3K sharesOther 16.76%3.30M shares
Shares outstanding 19.69M · Float 17.33M · 88.0% free float
Institutions13F, as of Jun 30, 2026
161 holders · 15.91M shares · 28 new positions · 101 increased · 33 reduced · 18 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| PL Capital Advisors, LLC | 1.82M | 9.23% | 0 | Jul 31, 2026 |
| BlackRock, Inc. | 1.67M | 8.47% | +189.2K | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 1.00M | 5.09% | +44.8K | Aug 11, 2026 |
| Vanguard Capital Management LLC | 841.2K | 4.27% | +5.6K | Aug 13, 2026 |
| Adage Capital Partners GP, L.L.C. | 835.0K | 4.24% | −113.5K | Aug 14, 2026 |
| Acadian Asset Management LLC | 593.4K | 3.01% | +38.8K | Aug 13, 2026 |
| State Street Corp | 592.5K | 3.01% | +13.4K | Aug 7, 2026 |
| Geode Capital Management, LLC | 586.7K | 2.98% | +18.0K | Aug 12, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Lashley Richard Jincl. Barnard Robert James, Danielle Morgan Lashley 2010 Trust +11 more | 8.90% | 1.79M | 13D | Oct 2, 2025 ↗ |
| BlackRock, Inc. | 6.90% | 1.35M | 13G | Feb 5, 2025 ↗ |
| Dimensional Fund Advisors LP | 5.10% | 1.00M | 13G | Jul 14, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Martin Kearney Birmingham | officer: President & CEO | 152.7K | 0.78% | Mar 23, 2026 |
| Robert M. Glaser | director | 49.3K | 0.25% | May 21, 2026 |
| Robert N. Latella | director | 48.8K | 0.25% | May 21, 2026 |
| Susan R. Holliday | director | 41.7K | 0.21% | May 21, 2026 |
| Andrew W. Jr Dorn | director | 39.1K | 0.20% | May 21, 2026 |
| Kim E. VanGelder | director | 30.4K | 0.15% | May 21, 2026 |
| Dawn H. Burlew | director | 21.9K | 0.11% | May 21, 2026 |
| Donald Boswell | director | 16.7K | 0.08% | May 30, 2025 |
| Mark Zupan | director | 15.3K | 0.08% | May 21, 2026 |
| Samuel J. Jr Burruano | officer: Chief Legal Officer | 15.2K | 0.08% | Mar 23, 2026 |
41 people have not refiled in the last 18 months (790.8K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Mar 12, 2026 | William Jack II Plantsofficer: Chief Financial Officer | Purchase | 660 | $30.12 | 6,159 |
CongressHouse and Senate disclosures
Not reported.