
| Trade Date | Filed | Owner | Role | Type | Shares | Price | Value | Owned After | ||
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-31 | 2026-04-01 | Cavallaro Frank A. | SEVP & Chief Financial Officer | Purchase | 2,890 | $34.95 | $101K | 14.7K | View ↗ | |
| 2026-03-30 | 2026-04-01 | KENNEDY DOUGLAS L | President & CEO | Purchase | 11.3K | $35.21 | $398K | 241.9K | View ↗ | |
| 2026-03-30 | 2026-04-01 | Campion Patrick | Director | Purchase | 1,430 | $34.97 | $50K | 3,105 | View ↗ | |
| 2025-03-27 | 2026-03-23 | Campion Patrick | Director | Sale | 340 | $28.85 | $10K | 0 | View ↗ |
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Loans, including fees | $321.3M+10.5% | $290.8M+4.5% | $278.2M+42.5% | $195.2M+32.1% | $147.8M |
| Taxable securities | $31.5M+34.7% | $23.4M+18.5% | $19.7M+42.5% | $13.9M+19.7% | $11.6M |
| Tax-exempt securities | $22K | — | — | — | $131K |
| Interest-earning deposits | $9.7M-29.0% | $13.6M+124.6% | $6.1M+119.9% | $2.8M+407.0% | $545K |
| Total interest income | $362.5M+10.6% | $327.8M+7.8% | $304.0M+43.5% | $211.9M+32.4% | $160.1M |
| Savings and interest-bearing deposit accounts | $141.6M-1.5% | $143.8M+33.7% | $107.5M+347.9% | $24.0M+225.1% | $7.4M |
| Certificates of deposit | $15.0M-28.7% | $21.0M+78.8% | $11.7M+295.2% | $3.0M-26.8% | $4.1M |
| Borrowed funds | $543K-85.9% | $3.8M-78.9% | $18.2M+2934.0% | $600K+26.8% | $473K |
| Finance lease liability | $53K-40.4% | $89K-53.4% | $191K-23.9% | $251K-16.3% | $300K |
| Subordinated debt | $4.2M-36.6% | $6.6M-0.1% | $6.7M+22.0% | $5.5M-22.2% | $7.0M |
| Subtotal – interest expense | $161.4M-7.9% | $175.3M+21.5% | $144.3M+333.6% | $33.3M+73.1% | $19.2M |
| Interest-bearing demand - brokered | $210K-59.8% | $522K-14.6% | $611K-61.3% | $1.6M-8.3% | $1.7M |
| Interest on certificates of deposits – brokered | $3.0M-2.9% | $3.0M | — | $942K-11.0% | $1.1M |
| Total interest expense | $161.6M-9.6% | $178.8M+20.9% | $147.9M+313.2% | $35.8M+62.7% | $22.0M |
| Net interest income before provision for credit losses | $200.9M+34.8% | $149.0M-4.5% | $156.1M-11.4% | $176.1M+27.5% | $138.1M |
| Provision for credit losses | $23.5M+213.6% | $7.5M-46.8% | $14.1M+121.8% | $6.4M-1.9% | $6.5M |
| Net interest income after provision for credit losses | $177.4M+25.4% | $141.5M-0.3% | $142.0M-16.3% | $169.7M+29.0% | $131.6M |
| Wealth management fee income | $63.2M+2.9% | $61.5M+10.2% | $55.7M+2.0% | $54.7M+3.1% | $53.0M |
| Service charges and fees | $4.8M-9.6% | $5.3M+3.2% | $5.2M+21.9% | $4.2M+14.3% | $3.7M |
| Bank owned life insurance | $1.7M+7.6% | $1.6M+22.6% | $1.3M+2.1% | $1.2M-26.7% | $1.7M |
| Gain on loans held for sale at fair value (mortgage banking) | $132K-19.0% | $163K+79.1% | $91K-81.2% | $483K-78.0% | $2.2M |
| Loss/(gain) on loans held for sale at lower of cost or fair value | -$364K-1682.6% | $23K | — | — | — |
| Fee income related to loan level, back-to-back swaps | $492K | — | — | — | — |
| Gain on sale of SBA loans | $1.6M+30.5% | $1.2M-50.1% | $2.4M-64.0% | $6.8M+37.0% | $4.9M |
| Corporate advisory fee income | $820K-20.5% | $1.0M+371.2% | $219K-87.1% | $1.7M-51.1% | $3.5M |
| Other income | $9.3M+23.1% | $7.5M-11.3% | $8.5M+58.3% | $5.4M+58.7% | $3.4M |
| Securities gains | $7K | — | — | — | — |
| Fair value adjustment for equity securities | $418K-49.5% | $828K+357.5% | $181K+110.6% | -$1.7M-293.5% | -$432K |
| Total other income | $82.1M+3.7% | $79.1M+7.5% | $73.6M+10.8% | $66.4M-8.1% | $72.2M |
| Compensation and employee benefits | $145.5M+18.9% | $122.3M+21.7% | $100.5M+12.3% | $89.5M+9.3% | $81.9M |
| Premises and equipment | $26.6M+18.4% | $22.5M+13.9% | $19.7M+5.4% | $18.7M+9.1% | $17.2M |
| FDIC insurance expense | $4.8M+37.0% | $3.5M+19.1% | $2.9M+51.9% | $1.9M-6.4% | $2.1M |
| Other operating expenses | $30.3M+10.6% | $27.4M+9.0% | $25.1M+9.1% | $23.0M+0.7% | $22.8M |
| Total operating expenses | $207.2M+17.9% | $175.7M+18.5% | $148.3M+10.8% | $133.8M+6.0% | $126.2M |
| Income before income tax expense | $52.3M+16.4% | $45.0M-33.2% | $67.3M-34.3% | $102.3M+31.8% | $77.7M |
| Income tax expense | $15.0M+25.2% | $12.0M-35.1% | $18.4M-34.4% | $28.1M+33.5% | $21.0M |
| Net income | $37.3M+13.2% | $33.0M-32.5% | $48.9M-34.2% | $74.2M+31.1% | $56.6M |
| Basic | $2K+13.4% | $2K-31.8% | $3K-33.0% | $4K+35.9% | $3K |
| Diluted | $2K+13.5% | $2K-31.7% | $3K-32.3% | $4K+36.5% | $3K |
Source: SEC EDGAR XBRL. % change vs prior period shown where available.
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