OakChart

West Bancorporation

WTBAFinancial·Banks - Regional·USA·Small·NASD·Nov 13 • 7:00 AM ET

30.200.00 (0.00%)
2026-11-13 13:43 CET
Market cap
$514.72M
Revenue, TTM
- USD m
Net income, TTM
40.70 USD m
Free cash flow, TTM
53.40 USD m
EPS diluted, TTM
2.36
Price / earnings
12.80
Compare

Price

WTBA against its 20, 50 and 200-day averages
Terms2050200BeatEarnings
Patternshover a marker to name it
RS 98Sales 30.1Price29.530.122.5025.0027.5030.00241K483KVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26WTBAclose 30.2020-day 30.3250-day 29.58200-day 26.5030.2052w high 31.8552-week range, not 6 months

5.2% under the 52-week high of 31.85 on 5 Nov 2026. 52-week low 20.89 on 18 Nov 2025. Last 15 sessions, 8.0% high to low

Volume 0.03× normal · the line is the 50-bar volume average

Setup. RS line 98
CANSLIM 3 of 6 — fails: EPS Growth Qtr Over Qtr: High (>25%); Performance: Year +50%; Average Volume: Over 200K
VCP 6 of 6
Minervini 3 of 4 — fails: Performance: Year +50%
Zanger 2 of 5 — fails: Performance: Week +10%; 20-Day High/Low: 0-5% below High; Relative Volume: Over 1.5
Leaders 3 of 5 — fails: Performance: Year +50%; Average Volume: Over 500K
Breakout 2 of 4 — fails: 52-Week High/Low: New High; Relative Volume: Over 2
Growth 2 of 4 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth Next Year: High (>25%)
Quality 3 of 5 — fails: Debt/Equity: Low (<0.1); Current Ratio: Over 1
Value 3 of 4 — fails: Debt/Equity: Low (<0.1)
Income 2 of 4 — fails: Dividend Growth: Growing 2+ Years; Payout Ratio: Low (<20%)
Small Cap 2 of 4 — fails: Average Volume: Over 500K; Performance: Year +50%
Accumulation 3 of 4 — fails: Institutional Transactions: Over +10%
Relative Strength 1 of 3 — fails: Performance: Year +100%; Average Volume: Over 500K

Profile

WTBA
52-week range, 85% of the way up
20.8931.85

West Bancorporation, Inc. is a financial holding company, which engages in the provision of commercial banking services through its subsidiary, West Bank. It offers personal banking, business banking, and investments and trust. The firm operates in the following markets: Central Iowa, which is generally the greater Des Moines metropolitan area, eastern Iowa, which includes the area surrounding Iowa City and Coralville, and Southern Minnesota, which includes the cities of Rochester, Owatonna, Mankato, and St. Cloud. The company was founded in 1984 and is headquartered in West Des Moines, IA.

IndexRUT
IPOJan 06, 1995
Beta0.68
ATR, 14d0.76
Rel volume0.03
Short float2.41%
Insider own12.04%
Inst own51.00%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap$514.72M
Enterprise Value-
Income40.70M
Sales201.26M
Book / share15.94
Cash / share-
Dividend Est.1.02 (3.38%)
Dividend TTM1.02 (3.38%)
Dividend Ex-DateNov 10, 2026
Dividend Gr. 3/5Y0.00% 3.55%
Payout52.22%
Employees-
IPOJan 06, 1995

Ratios

Price / earnings12.80
Forward price / earnings10.77
Price / earnings / growth0.71
Price / sales2.56
Price / book1.89
Price / cash-
Price / free cash flow9.64
Value / cash profit-
Value / sales-
Quick Ratio-
Current Ratio0.24
Debt / equity1.15
Long-term debt / equity0.38
Options and shortYes / Yes

Earnings

Earnings / share2.36
Earnings next year2.81
Earnings next quarter0.68
Earnings this year35.68%
Earnings next year7.68%
Earnings growth, 5 years15.20%
Past earnings growth-11.49% -0.67%
Past sales growth14.12% 12.56%
Earnings vs last year25.46%
Sales vs last year0.17%
Earnings vs last quarter22.74%
Sales vs last quarter1.00%
EarningsOct 29 BMO
Surprise0.00% 0.86%

Ownership

Insiders own12.04%
Insider trades-0.30%
Institutions own51.00%
Institution trades3.81%
Return on assets1.03%
Return on equity15.45%
Return on capital10.87%
Gross Margin-
Operating margin26.12%
Profit Margin20.22%
20-day average-0.40%
50-day average2.11%
200-day average13.95%

Technical

Shares out17.04M
Shares floating14.99M
Short / float2.41%
Short ratio5.79
Short interest0.36M
52-week high31.85 -5.2%
52-week low20.89 +44.6%
Volatility2.36% 2.48%
Average range0.76
Strength index51.33
Market sensitivity0.68
Relative volume0.03
Avg Volume62.39K
Volume100

Performance

Perf Week-1.08%
Perf Month4.35%
Perf Quarter0.94%
Perf Half Y32.69%
Perf YTD36.10%
Perf Year38.03%
Perf 3Y79.76%
Perf 5Y-9.77%
Perf 10Y36.04%
Recommendation3.00
Target Price31.00
Prev Close30.20
Price30.20
Change %0.00%

Analyst ratings

latest 4 of 4
DateActionAnalystRating changeTargetImplied
Jul 24, 2026ReiteratedHovde GroupMarket Perform$25.50 → $28-7.3%
Apr 06, 2026InitiatedHovde GroupMarket Perform$25.50-15.6%
Jul 15, 2025ResumedPiper SandlerNeutral$21.50-28.8%
Oct 16, 2018InitiatedRobert W. BairdOutperform$27-10.6%

Peers

Mkt cap
TickerCompanyMkt cap
QCRHQCR Holding Inc1.68B
ATLOAmes National Corp302.83M
BWBBridgewater Bancshares Inc581.21M
ALRSAlerus Financial Corp847.66M
FBIZFirst Business Financial Services Inc625.24M
HWBKHawthorn Bancshares Inc288.22M
MBWMMercantile Bank Corp1.06B
EQBKEquity Bancshares Inc1.01B
NICNicolet Bankshares Inc3.62B
EFSCEnterprise Financial Services Corp2.22B

Insider trading

5 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
GULLING DOUGLAS RDirectorNov 12 '26Proposed Sale30.176,638200,268Nov 12 12:51 PM
GAER STEVEN KDirectorNov 04 '26Sale31.136,215193,47319,236Nov 06 04:13 PM
MILLIGAN GEORGE DDirectorNov 21 '25Proposed Sale21.945,826127,800Dec 05 05:18 PM
MILLIGAN GEORGE DDirectorNov 24 '25Sale21.7110,000217,10053,195Nov 25 04:54 PM
MILLIGAN GEORGE DDirectorNov 21 '25Sale22.005,826128,17263,195Nov 25 04:54 PM

Held by

AUM
TickerCompanyAUM
AVUVAvantis U.S. Small Cap Value ETFAUM: 33.08B
VTIVanguard Morningstar Total Stock Market ETFAUM: 696.31B
IWMiShares Russell 2000 Index FundAUM: 77.86B
OSCVOpus Small Cap Value Plus ETFAUM: 634.89M
DFATU.S. Targeted Value Portfolio-ETF Class SharesAUM: 14.54B
VXFVanguard Extended Market Index ETFAUM: 30.79B
IWNiShares Russell 2000 Value ETFAUM: 14.17B
DFASU.S. Small Cap Portfolio-ETF Class SharesAUM: 15.64B
VTWOVanguard Russell 2000 Index ETFAUM: 16.90B
DFMCU.S. Micro Cap Portfolio ETF Class SharesAUM: 213.58M

News

latest 14 of 200
  • West Bancorporation Meets EPS Estimates As Loan Growth Returns, But Its Margin Tailwind Is Fading (Earnings Whispers)
  • West Bancorporation, Inc. Announces Third Quarter 2026 Financial Results and Declares Quarterly Dividend (GlobeNewswire)
  • West Bancorporation's Margin Story Faces A Loan Growth Test As Payoffs Linger (Earnings Whispers)
  • West Bancorporation, Inc. to Announce Quarterly Results, Hold Conference Call (GlobeNewswire)
  • West Bancorporation, Inc. Announces Second Quarter 2026 Financial Results and Declares Increased Quarterly Dividend (GlobeNewswire)
  • West Bancorporation, Inc. to Announce Quarterly Results, Hold Conference Call (GlobeNewswire)
  • West Bancorporation, Inc. Announces First Quarter 2026 Financial Results And Declares Quarterly Dividend (GlobeNewswire)
  • West Bancorporation, Inc. to Announce Quarterly Results, Hold Conference Call (GlobeNewswire)
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  • Why West Bancorp (WTBA) Might be Well Poised for a Surge (Zacks)

Quarterly earnings

2026Q3 EPS 0.670 matched 0.670, from 0.550 a year earlier. Sales 29.20 beat 28.95, from 25.00 a year earlier
EPS
0.67002024Q4 EPS 0.420 against 0.40024Q42025Q1 EPS 0.460 against 0.38025Q12025Q2 EPS 0.470 against 0.45025Q22025Q3 EPS 0.550 against 0.47025Q32025Q4 EPS 0.430 against 0.57025Q42026Q1 EPS 0.610 against 0.58026Q12026Q2 EPS 0.640 against 0.63026Q22026Q3 EPS 0.670 against 0.67026Q3
Sales, USD millions
29.2002024Q4 sales 20.85 against 21.4224Q42025Q1 sales 23.10 against 21.6125Q12025Q2 sales 23.83 against 23.5025Q22025Q3 sales 25.00 against 24.2025Q32025Q4 sales 27.34 against 26.7025Q42026Q1 sales 27.01 against 27.1526Q12026Q2 sales 28.22 against 28.1526Q22026Q3 sales 29.20 against 28.9526Q3

The outline behind the bar is the estimate. The filled bar is the print. Green beat it, red missed it.

PeriodReportedEPS adjustedEPS estEPS reportedSales act, USD mSales est, USD mSurpriseYear-ago quarterAnalystsNext session
2026Q3ended 2026-09-302026-10-29 08:300.6700.6700.67029.2028.95EPS 0.0% · sales +0.9%vs 2025Q3, year-ago quarter · EPS +21.8% · sales +16.8%2Open +0.69% vs SPY -0.46%. Close -1.38% vs SPY -0.38%
2026Q2ended 2026-06-302026-07-23 08:300.6400.6300.64428.2228.15EPS +1.6% · sales +0.2%vs 2025Q2, year-ago quarter · EPS +36.2% · sales +18.4%2Open -0.08% vs SPY -1.08%. Close +2.14% vs SPY -1.23%
2026Q1ended 2026-03-312026-04-23 08:300.6100.5800.61427.0127.15EPS +5.2% · sales -0.5%vs 2025Q1, year-ago quarter · EPS +32.6% · sales +16.9%2Open +0.25% vs SPY -0.24%. Close +3.51% vs SPY -0.39%
2025Q4ended 2025-12-312026-01-29 08:300.4300.5700.43027.3426.70EPS -24.6% · sales +2.4%vs 2024Q4, year-ago quarter · EPS +2.4% · sales +31.1%1Open +1.48% vs SPY +0.14%. Close +4.21% vs SPY -0.20%
2025Q3ended 2025-09-302025-10-23 08:300.5500.4700.54725.0024.20EPS +17.0% · sales +3.3%vs 2024Q3, year-ago quarter · EPS +57.1% · sales +23.1%1Open +0.91% vs SPY +0.05%. Close +3.43% vs SPY +0.59%
2025Q2ended 2025-06-302025-07-24 08:300.4700.4500.46923.8323.50EPS +4.4% · sales +1.4%vs 2024Q2, year-ago quarter · EPS +51.6% · sales +21.7%1Open +1.96% vs SPY +0.06%. Close -2.74% vs SPY +0.03%
2025Q1ended 2025-03-312025-04-24 08:300.4600.3800.46023.1021.61EPS +21.1% · sales +6.9%vs 2024Q1, year-ago quarter · EPS +31.4% · sales +21.3%1Open -0.10% vs SPY +0.24%. Close -4.88% vs SPY +2.10%
2024Q4ended 2024-12-312025-01-23 08:300.4200.4000.42020.8521.42EPS +5.0% · sales -2.7%vs 2023Q4, year-ago quarter · EPS +55.6% · sales +14.2%1Open -0.94% vs SPY -0.11%. Close -0.23% vs SPY +0.55%
2024Q3ended 2024-09-302024-10-24 08:300.3500.3100.35220.3220.00EPS +12.9% · sales +1.6%vs 2023Q3, year-ago quarter · EPS 0.0% · sales +4.4%1Open +1.75% vs SPY +0.34%. Close +0.49% vs SPY +0.22%
2024Q2ended 2024-06-302024-07-25 08:300.3100.3200.30819.5819.29EPS -3.1% · sales +1.5%vs 2023Q2, year-ago quarter · EPS -11.4% · sales -0.8%1Open -1.51% vs SPY +0.02%. Close -1.60% vs SPY -0.52%
2024Q1ended 2024-03-312024-04-25 08:300.3500.2700.34619.0518.89EPS +29.6% · sales +0.8%vs 2023Q1, year-ago quarter · EPS -73.2% · sales -12.0%1Open +1.72% vs SPY -1.23%. Close -1.37% vs SPY -0.38%
2023Q4ended 2023-12-312024-01-25 08:300.2700.3100.27018.2618.82EPS -12.9% · sales -3.0%vs 2022Q4, year-ago quarter · EPS -80.3% · sales -20.4%1Open +1.18% vs SPY +0.45%. Close -4.51% vs SPY +0.54%
2023Q3ended 2023-09-302023-10-26 08:300.3500.3100.35219.4619.70EPS +12.9% · sales -1.2%vs 2022Q3, year-ago quarter · EPS -49.3% · sales -26.0%1-
2023Q2ended 2023-06-302023-07-27 08:300.3500.3200.35019.7319.90EPS +9.4% · sales -0.9%vs 2022Q2, year-ago quarter · EPS -53.3% · sales -25.6%1-
2023Q1ended 2023-03-312023-04-27 08:301.3070.4300.46721.6521.80EPS +204.0% · sales -0.7%vs 2022Q1, year-ago quarter · EPS +67.6% · sales -17.4%1-
2022Q4ended 2022-12-312023-01-26 08:301.3710.5800.53022.9324.90EPS +136.3% · sales -7.9%vs 2021Q4, year-ago quarter · EPS +93.0% · sales -14.9%1-

Annual earnings

2025FY EPS 1.920 missed 2.040, from 1.420 a year earlier. Sales 99.47 beat 98.80, from 79.80 a year earlier
EPS
2.99002018FY EPS 1.730 against 1.74520182019FY EPS 1.750 against 1.72020192020FY EPS 1.980 against 1.89020202021FY EPS 2.960 against 2.99020212022FY EPS 2.760 against 2.84020222023FY EPS 1.440 against 1.48020232024FY EPS 1.420 against 1.40020242025FY EPS 1.920 against 2.0402025
Sales, USD millions
105.502018FY sales 69.81 against 70.0920182019FY sales 74.75 against 74.0720192020FY sales 92.44 against 91.5020202021FY sales 104.79 against 105.520212022FY sales 101.95 against 104.720222023FY sales 79.10 against 78.9720232024FY sales 79.80 against 80.3720242025FY sales 99.47 against 98.802025

Reported years only. The outline behind the bar is the estimate. A later year with no print stays in the table.

earnings feed, not the snapshot. Not the statement ratio.

PeriodEPS adjustedEPS estEPS reportedSales act, USD mSales est, USD mP/E, earnings feed
2028FYestimate-2.935--130.2510.29
2027FYestimate-2.805--124.310.77
2026FYestimate-2.605--114.4511.59
2025FY1.9202.0401.92099.4798.8011.56
2024FY1.4201.4001.42479.8080.3715.25
2023FY1.4401.4801.44179.1078.9714.72
2022FY2.7602.8402.762101.95104.79.26
2021FY2.9602.9902.955104.79105.510.50
2020FY1.9801.8901.98192.4491.509.75
2019FY1.7501.7201.74174.7574.0714.65
2018FY1.7301.7451.73869.8170.0911.04
2017FY1.5511.5601.41268.7168.0616.22
2016FY1.4201.3901.42365.1064.7117.39
2015FY1.3501.3301.35162.3661.7422.37
2014FY1.2501.1901.25059.4459.2024.16
2013FY1.0200.9901.02054.1954.9329.61
2012FY0.9200.9150.92052.1951.3232.83
2011FY0.7400.7600.74050.3150.0040.81
2010FY0.6400.5900.64052.7750.7047.19

Estimate revisions

Latest snapshot of each period and type. 2026FY E 2.61 per share.
PeriodTypeScaleDateMeanvs prior date
2026FYEper share2026-10-292.61+0.2%
2026Q4Eper share2026-10-290.680.0%
2026FYRper share2026-10-292.61+0.2%
2026Q4Rper share2026-10-290.680.0%
2026Q4Sper share2026-10-2930.05+1.9%
2026FYS-2026-10-29114.45+0.7%
2026Q3Sper share2026-10-0728.950.0%
2026Q3Eper share2026-10-060.670.0%
2026Q3Rper share2026-10-060.670.0%
2026Q2Eper share2026-07-230.62-1.6%
2026Q2Rper share2026-07-230.62-1.6%
2026Q2Sper share2026-07-2328.20+0.2%
2026Q1Eper share2026-04-140.580.0%
2026Q1Rper share2026-04-140.580.0%
2026Q1Sper share2026-04-1427.150.0%
2025FYEper share2026-01-072.040.0%
2025Q4Eper share2026-01-070.570.0%
2025FYRper share2026-01-072.040.0%
2025Q4Rper share2026-01-070.570.0%
2025FYSper share2026-01-0798.800.0%
2025Q4Sper share2026-01-0726.700.0%
2025Q3Eper share2025-10-080.470.0%
2025Q3Rper share2025-10-080.470.0%
2025Q3Sper share2025-07-2424.200.0%
2025Q2Eper share2025-07-140.45-2.2%
2025Q2Rper share2025-07-140.45-2.2%
2025Q2Sper share2025-07-1423.50-1.1%
2025Q1Eper share2025-04-080.380.0%
2025Q1Rper share2025-04-080.380.0%
2025Q1Sper share2025-01-2321.61-0.4%
2024FYEper share2025-01-071.400.0%
2024Q4Eper share2025-01-070.400.0%
2024FYRper share2025-01-071.400.0%
2024Q4Rper share2025-01-070.400.0%
2024FYSper share2025-01-0780.370.0%
2024Q4Sper share2025-01-0721.420.0%
2024Q3Eper share2024-10-080.310.0%
2024Q3Rper share2024-10-080.310.0%
2024Q3Sper share2024-10-0820.000.0%
2024Q2Eper share2024-07-090.320.0%
2024Q2Rper share2024-07-090.320.0%
2024Q2Sper share2024-07-0919.290.0%
2024Q1Eper share2024-04-090.270.0%
2024Q1Rper share2024-04-090.270.0%
2024Q1Sper share2024-04-0918.890.0%
2023FYEper share2023-10-311.48+5.0%
2023FYRper share2023-10-311.48+2.8%
2023FYSper share2023-10-3178.97-1.9%

Estimate history

Annual
Metric201720182019202020212022202320242025TTMMRQ
EPS per share1.4121.7381.7411.9812.9552.7621.4411.4241.9152.3598-
Sales USD millions8293107110117134170199198201-
Shares million shares161616161717171717-17
Quarterly
MetricQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
EPS per share0.3520.420.460.4690.5470.430.6140.6440.672
Sales USD millions515148505148505152
Shares million shares171717171717171717

Income statement, annual

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
MetricTTM2025FY12/31/20252024FY12/31/20242023FY12/31/20232022FY12/31/20222021FY12/31/20212020FY12/31/20202019FY12/31/20192018FY12/31/2018
Interest Income194.26192.22+1.1%190.07+18.6%160.31+30.0%123.35+15.0%107.28+7.0%100.23+1.6%98.67+16.4%84.79
Total Interest Expense93.78103.24-13.0%118.70+30.1%91.27+188.7%31.61+158.7%12.22-29.8%17.40-46.0%32.24+41.8%22.73
Net Interest Income100.4888.98+24.7%71.36+3.4%69.03-24.8%91.74-3.5%95.06+14.8%82.83+24.7%66.43+7.0%62.06
Loan Loss Provision--1.00+42.9%0.70-2.50-1.50-112.5%12.00+1900.0%0.60-0.25
Net Interest Income After Loan Loss Provision--70.36+3.0%68.33-27.5%94.24-2.4%96.56+36.3%70.83+7.6%65.83+5.6%62.31
Non-Interest Income7.006.26-25.7%8.43-16.3%10.07-1.4%10.21+4.9%9.73+1.4%9.60+19.9%8.01+3.4%7.75
Non-Interest Expense54.9253.83+4.8%51.35+5.6%48.61+7.9%45.05+3.8%43.38+11.1%39.05+1.7%38.41+10.8%34.66
Operating Income52.5641.42+50.9%27.44-7.9%29.79-49.8%59.40-5.6%62.91+52.0%41.38+16.8%35.44+0.1%35.40
Unusual Expense0.000.000.000.000.000.000.000.00-100.0%0.33
Net Income Before Taxes52.5641.42+50.9%27.44-7.9%29.79-49.8%59.40-5.6%62.91+52.0%41.38+15.8%35.74+1.9%35.07
Income Taxes11.878.86+161.4%3.39-40.0%5.65-56.5%13.00-2.3%13.30+53.4%8.67+23.0%7.05+7.5%6.56
Consolidated Net Income40.7032.56+35.4%24.05-0.4%24.14-48.0%46.40-6.5%49.61+51.7%32.71+14.0%28.69+0.6%28.51
Net Income From Continuing Operations40.7032.56+35.4%24.05-0.4%24.14-48.0%46.40-6.5%49.61+51.7%32.71+14.0%28.69+0.6%28.51
Net Income40.7032.56+35.4%24.05-0.4%24.14-48.0%46.40-6.5%49.61+51.7%32.71+14.0%28.69+0.6%28.51
EPS (Recurring) per share2.351.92+35.2%1.42-1.4%1.44-47.8%2.76-6.4%2.95+49.0%1.98+13.8%1.74-0.6%1.75
EPS (Basic, Before Extraordinaries) per share2.391.92+34.3%1.43-1.4%1.45-48.0%2.79-7.0%3.00+50.8%1.99+13.7%1.750.0%1.75
EPS (Diluted) per share2.361.92+35.2%1.42-1.4%1.44-47.8%2.76-6.4%2.95+49.0%1.98+13.8%1.740.0%1.74
Non-Operating Income (Expense)0.000.000.000.000.000.000.00-100.0%0.310.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense2.272.17+9.6%1.98-19.5%2.46-7.2%2.65+3.1%2.57+52.1%1.69-21.4%2.15+31.1%1.64
Price To Earnings Ratio ratio statement ratio, not the snapshot12.8012.8016.9712.488.6910.509.7414.7210.98
Price To Sales Ratio ratio2.451.901.842.083.214.462.903.963.38
Operating Margin %26.1220.8713.8317.4844.4753.7637.6833.2138.25
Net Margin %20.2216.4012.1214.1734.7442.4029.7826.8930.80
Shares Outstanding million shares17.0416.94+0.7%16.83+0.6%16.73+0.5%16.64+0.5%16.55+0.5%16.47+0.5%16.38+0.5%16.30
Market Capitalization514.72514.72+41.2%364.43+2.8%354.57-16.6%425.16-17.3%514.36+61.8%317.86-24.3%419.82+35.0%311.07

Income statement, quarterly

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
Metric2026Q39/30/20262026Q26/30/20262026Q13/31/20262025Q412/31/20252025Q39/30/20252025Q26/30/20252025Q13/31/20252024Q412/31/2024
Interest Income49.20+0.6%48.47+1.1%47.39+2.7%49.20-0.2%48.92+0.6%47.96+0.8%46.14+3.5%49.32+15.6%
Total Interest Expense22.82-13.6%22.95-13.5%23.01-9.0%25.00-16.4%26.42-13.8%26.54-12.5%25.28-9.1%29.89+13.6%
Net Interest Income26.37+17.2%25.52+19.1%24.39+16.9%24.21+24.7%22.50+25.3%21.42+24.3%20.86+24.5%19.42+18.7%
Loan Loss Provision----0.000.000.001.00+100.0%
Net Interest Income After Loan Loss Provision----22.50+25.3%21.42+24.3%20.86+24.5%18.42+16.1%
Non-Interest Income2.75+10.0%2.60+7.9%2.55+13.8%-0.89-162.2%2.50+5.9%2.41+2.6%2.24-2.6%1.43-24.7%
Non-Interest Expense13.96+3.0%13.77+2.2%13.46+3.1%13.73+2.5%13.55+5.1%13.48+2.2%13.06+10.0%13.40+10.2%
Operating Income15.15+32.3%14.35+38.8%13.47+34.2%9.59+48.7%11.45+54.1%10.34+62.1%10.04+39.8%6.45+15.2%
Unusual Expense0.000.000.000.000.000.000.000.00
Net Income Before Taxes15.15+32.3%14.35+38.8%13.47+34.2%9.59+48.7%11.45+54.1%10.34+62.1%10.04+39.8%6.45+15.2%
Income Taxes3.53+65.0%3.28+38.4%2.90+32.4%2.162.14+44.6%2.37+99.2%2.19+59.9%-0.64-159.8%
Consolidated Net Income11.63+24.9%11.07+38.7%10.57+34.8%7.42+4.5%9.31+56.5%7.98+53.8%7.84+34.9%7.10+56.7%
Net Income From Continuing Operations11.63+24.9%11.07+38.7%10.57+34.8%7.42+4.5%9.31+56.5%7.98+53.8%7.84+34.9%7.10+56.7%
Net Income11.63+24.9%11.07+38.7%10.57+34.8%7.42+4.5%9.31+56.5%7.98+53.8%7.84+34.9%7.10+56.7%
EPS (Recurring) per share0.67+21.8%0.64+36.2%0.61+32.6%0.43+2.4%0.55+57.1%0.47+51.6%0.46+31.4%0.42+55.6%
EPS (Basic, Before Extraordinaries) per share0.68+23.6%0.65+38.3%0.62+31.9%0.44+4.8%0.55+57.1%0.47+51.6%0.47+34.3%0.42+55.6%
EPS (Diluted) per share0.67+21.8%0.64+36.2%0.61+32.6%0.43+2.4%0.55+57.1%0.47+51.6%0.46+31.4%0.42+55.6%
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense0.60+9.1%0.60+9.1%0.47+2.2%0.60+15.4%0.55+10.0%0.55+10.0%0.46+2.2%0.52-7.1%
Price To Earnings Ratio ratio statement ratio, not the snapshot12.8012.8712.4811.7011.9512.7513.9816.97
Price To Sales Ratio ratio2.452.272.051.931.721.671.701.84
Operating Margin %29.1828.1026.9819.8422.2720.5420.7412.72
Net Margin %22.3921.6821.1715.3718.1115.8416.2113.99
Shares Outstanding million shares17.04+0.6%17.04+0.6%17.03+0.7%16.94+0.7%16.94+0.7%16.94+0.7%16.92+0.7%16.83+0.6%
Market Capitalization514.72+49.5%451.76+36.0%403.02+20.1%375.92+3.2%344.24+7.6%332.20+10.4%335.64+12.6%364.43+2.8%

Balance sheet, annual

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
Metric2025FY12/31/20252024FY12/31/20242023FY12/31/20232022FY12/31/20222021FY12/31/20212020FY12/31/20202019FY12/31/20192018FY12/31/20182017FY12/31/2017
Cash & Due from Banks25.17-12.5%28.75-13.5%33.24+33.5%24.90+41.9%17.55-77.4%77.69+105.5%37.81-18.5%46.37+32.7%34.95
Investments942.31+18.0%798.60+13.4%704.41-1.7%716.69-24.4%947.94+26.1%751.53+76.0%426.95-8.9%468.76-8.6%512.81
Net Loans2,971.16-0.1%2,974.43+2.6%2,899.19+6.7%2,717.36+11.9%2,427.83+7.8%2,251.14+17.0%1,924.43+12.9%1,705.14+14.1%1,494.07
Investment in Unconsolidated Affiliates0.000.000.000.000.000.000.000.000.00
Customer Liability on Acceptances0.000.000.000.000.000.000.000.000.00
Net Property, Plant & Equipment108.38-1.5%109.98+27.3%86.40+62.7%53.12+53.7%34.57+18.9%29.08-2.0%29.68+38.1%21.49-6.6%23.02
Interest Receivables11.98-6.6%12.82-5.6%13.58+13.3%11.99+34.9%8.89-20.8%11.23+57.5%7.13-6.6%7.63+4.0%7.34
Deferred Tax Assets33.42-21.5%42.59+6.3%40.07-8.0%43.56+219.4%13.64-22.9%17.70+92.2%9.21+15.1%8.00+35.1%5.92
Other Intangible Assets57.31+0.2%57.20+4.7%54.62+3.9%52.55-0.1%52.59-2.2%53.79+27.1%42.33+4.1%40.66+8.3%37.53
Total Assets4,149.74+3.1%4,024.38+5.0%3,831.53+5.8%3,620.17+3.3%3,503.02+9.7%3,192.15+28.8%2,477.54+7.8%2,298.05+8.6%2,115.65
Total Deposits3,468.47+3.3%3,357.60+12.9%2,973.78+3.2%2,880.41-4.5%3,016.01+11.7%2,700.99+34.1%2,014.76+6.3%1,894.53+4.6%1,810.81
Total Debt380.55-4.2%397.18-33.4%596.04+21.5%490.54+138.4%205.80-10.5%230.07+2.1%225.39+9.8%205.33+70.7%120.26
Long Term Debt104.95-13.7%121.59-2.7%124.91-4.2%130.37+70.5%76.46+67.9%45.53+8.4%42.00-77.0%182.73+56.0%117.10
Provision for Risks Charges1.540.000.000.000.000.000.000.000.00
Deferred Tax Liabilities7.50-20.1%9.39+62.7%5.77-17.0%6.95+146.5%2.82-56.0%6.41+66.5%3.85+160.1%1.48+16.5%1.27
Other Liabilities25.70-20.5%32.34+4.7%30.90-0.8%31.16+72.5%18.06-41.7%30.98+42.6%21.73+281.9%5.69+9.2%5.21
Total Liabilities3,883.76+2.3%3,796.51+5.3%3,606.49+5.8%3,409.06+5.1%3,242.69+9.2%2,968.46+31.0%2,265.72+7.5%2,107.02+8.7%1,937.55
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity265.99+16.7%227.88+1.3%225.04+6.6%211.11-18.9%260.33+16.4%223.69+5.6%211.82+10.9%191.02+7.3%178.10
Total Shareholders Equity265.99+16.7%227.88+1.3%225.04+6.6%211.11-18.9%260.33+16.4%223.69+5.6%211.82+10.9%191.02+7.3%178.10
Accumulated Minority Interest0.000.000.000.000.000.000.000.000.00
Total Equity265.99+16.7%227.88+1.3%225.04+6.6%211.11-18.9%260.33+16.4%223.69+5.6%211.82+10.9%191.02+7.3%178.10
Total Liabilities & Stockholders Equity4,149.74+3.1%4,024.38+5.0%3,831.53+5.8%3,620.17+3.3%3,503.02+9.7%3,192.15+28.8%2,477.54+7.8%2,298.05+8.6%2,115.65
Book Value Per Share per share15.70+16.0%13.54+0.6%13.46+6.1%12.69-19.3%15.73+15.8%13.58+5.0%12.93+10.3%11.72+6.7%10.98
Tangible Book Value Per Share per share15.70+16.0%13.54+0.6%13.46+6.1%12.69-19.3%15.73+15.8%13.58+5.0%12.93+10.3%11.72+6.7%10.98
Tier 1 Capital354.49+5.1%337.23+2.6%328.57+1.9%322.58+10.9%290.96+13.9%255.54+8.7%235.08+7.9%217.84+8.9%199.99
Tier 2 Capital92.07+0.1%91.98+1.2%90.89+6.3%85.47+201.4%28.36-3.7%29.44+70.9%17.23+3.2%16.69+1.6%16.43
Full-Time Employees people-189-0.5%190+4.4%182+9.0%167-4.6%175+2.3%171+4.9%163+0.6%162
Price to Book Ratio ratio1.891.551.742.141.981.421.981.632.29
Return on Assets %0.800.610.651.301.481.151.201.291.16
Return on Equity %13.1910.6211.0719.6820.5015.0214.2415.4513.43
Return on Invested Capital %8.786.886.9013.5914.7312.1511.307.637.82
Current Ratio ratio0.250.130.050.020.140.280.070.070.07

Cash flow, annual

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
MetricTTM2025FY12/31/20252024FY12/31/20242023FY12/31/20232022FY12/31/20222021FY12/31/20212020FY12/31/20202019FY12/31/20192018FY12/31/2018
Funds from Operations53.3346.00+22.6%37.51+16.3%32.24-38.4%52.34-2.0%53.40+14.3%46.72+28.2%36.45-1.4%36.96
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital1.420.47-79.6%2.30-6.99-198.5%7.10+58.8%4.47-4.43-968.6%0.51-2.21
Cash from Operating Activities54.7546.48+16.8%39.81+57.7%25.25-57.5%59.44+2.7%57.88+36.9%42.28+14.4%36.97+6.4%34.74
Capital Expenditures-1.35-3.33-26.14-36.39-21.31-8.74-9.52-1.05-0.21
Net Assets From Acquisitions0.000.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.00-100.0%0.600.00
Purchase or Sale of Investments100.42104.89+53.8%68.20+27.1%53.66-40.12-355.03-16.52-125.3%65.29+159.4%25.17
Purchase of Investments-3.950.000.000.00-120.08-481.14-232.41-180.17-96.17
Sale Or Maturity of Investments104.37104.89+53.8%68.20+27.1%53.66-32.9%79.96-36.6%126.11-41.6%215.88-12.0%245.45+102.3%121.34
Other Uses0.000.000.000.000.000.000.000.000.00
Other Sources0.000.000.00-100.0%2.460.000.000.000.000.00
Cash from Investing Activities104.0593.30-27.34-168.68-357.83-537.21-367.16-155.50-188.73
Cash Dividends Paid-17.16-16.91-16.81-16.70-16.62-15.54-13.81-13.58-12.70
Change in Capital Stock0.000.000.000.000.000.000.000.000.00
Repurchase of Common Pref Stock0.000.000.000.000.000.000.000.000.00
Sale of Common Pref Stock0.000.000.000.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.000.000.000.00
Issuance or Reduction of Debt, Net-65.00-5.00-200.27-288.0%106.52-62.7%285.84-22.53-3.65-119.7%18.56-77.8%83.56
Change in Long Term Debt-65.00-5.00-5.00-3.75-106.4%58.72+96.0%29.96-1.37-4.12-106.4%64.12
Issuance of Long Term Debt0.000.000.000.00-100.0%58.76+70.3%34.500.000.00-100.0%71.49
Reduction of Long Term Debt-65.00-5.00-5.00-3.75-0.04-4.54-1.37-4.12-7.36
Net Financing Active Other Cash Flow-1.28-1.13-1.09-0.94-1.52-1.21-0.75-0.86-1.08
Other Financing Activities Uses-1.28-1.13-1.09-0.94-1.52-1.21-0.75-0.86-1.08
Cash from Financing Activities-119.3187.83-47.0%165.65-9.1%182.25+38.0%132.11-52.1%275.72-58.7%668.02+437.2%124.35-19.0%153.51
Net Change in Cash39.49227.61+27.8%178.12+358.8%38.82-166.29-203.61-159.3%343.14+5795.9%5.82-0.47
Free Cash Flow53.4043.15+215.7%13.67-11.14-129.2%38.13-22.4%49.13+22.9%39.97+11.3%35.92+4.0%34.53
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Price to Free Cash Flow ratio13.6114.38--19.9515.5312.1918.9114.34
Federal Home Loan Advances Increase (Decrease)--0.04-100.5%7.83-3.62-9.37-632.4%1.76+128.6%0.77-0.45-2.86

Balance sheet, quarterly

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
Metric2026Q39/30/20262026Q26/30/20262026Q13/31/20262025Q412/31/20252025Q39/30/20252025Q26/30/20252025Q13/31/20252024Q412/31/2024
Cash & Due from Banks23.16-13.8%30.99-13.4%40.02+2.0%25.17-12.5%26.88-21.3%35.80+27.9%39.25+45.0%28.75-13.5%
Investments697.91-9.7%879.21+0.3%806.97+7.3%942.31+18.0%772.90+3.0%876.91+17.4%751.94-2.2%798.60+13.4%
Net Loans2,964.68-0.5%2,919.58-0.6%2,961.11-0.8%2,971.16-0.1%2,978.37-0.4%2,935.82-1.2%2,985.95+1.2%2,974.43+2.6%
Investment in Unconsolidated Affiliates0.000.000.000.000.000.000.000.00
Net Property, Plant & Equipment105.51-3.4%106.63-2.9%107.62-2.4%108.38-1.5%109.21+2.3%109.81+7.7%110.27+15.0%109.98+27.3%
Interest Receivables12.06-9.8%11.26-10.8%12.61-4.0%11.98-6.6%13.37-3.4%12.63-10.7%13.14-13.9%12.82-5.6%
Deferred Tax Assets41.89+17.3%35.53-7.8%36.01-6.7%33.42-21.5%35.70-6.8%38.54-11.9%38.61-10.8%42.59+6.3%
Other Intangible Assets57.34+0.5%56.85+2.7%56.70+0.7%57.31+0.2%57.03-6.4%55.34-21.3%56.29-19.1%57.20+4.7%
Total Assets3,902.54-2.3%4,040.05-0.6%4,021.05+0.6%4,149.74+3.1%3,993.45-0.1%4,064.84+2.3%3,995.44+0.6%4,024.38+5.0%
Total Deposits3,270.65-1.1%3,344.90-1.4%3,334.97+0.3%3,468.47+3.3%3,306.52+0.9%3,391.99+6.6%3,324.52+8.5%3,357.60+12.9%
Total Debt312.85-19.6%374.04-4.2%375.22-4.1%380.55-4.2%389.08-11.3%390.26-25.7%391.44-38.8%397.18-33.4%
Long Term Debt102.85-13.6%104.04-13.5%105.22-13.4%104.95-13.7%119.08-3.8%120.26-3.8%121.44-3.8%121.59-2.7%
Provision for Risks Charges1.540.0%1.540.0%1.540.0%1.541.540.0%1.54-39.4%1.54-39.4%0.00
Deferred Tax Liabilities10.86+36.3%10.38+27.1%10.07+14.7%7.50-20.1%7.97+4.7%8.17-20.5%8.78+0.7%9.39+62.7%
Other Liabilities34.94+5.2%28.14-11.9%28.49-8.9%25.70-20.5%33.21-3.2%31.94-1.0%31.29-1.2%32.34+4.7%
Total Liabilities3,630.85-2.9%3,759.00-1.7%3,750.30-0.2%3,883.76+2.3%3,738.32-0.6%3,823.91+1.9%3,757.57+0.3%3,796.51+5.3%
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.00
Common Equity271.69+6.5%281.04+16.6%270.74+13.8%265.99+16.7%255.13+8.4%240.93+7.6%237.87+6.3%227.88+1.3%
Total Shareholders Equity271.69+6.5%281.04+16.6%270.74+13.8%265.99+16.7%255.13+8.4%240.93+7.6%237.87+6.3%227.88+1.3%
Accumulated Minority Interest0.000.000.000.000.000.000.000.00
Total Equity271.69+6.5%281.04+16.6%270.74+13.8%265.99+16.7%255.13+8.4%240.93+7.6%237.87+6.3%227.88+1.3%
Total Liabilities & Stockholders Equity3,902.54-2.3%4,040.05-0.6%4,021.05+0.6%4,149.74+3.1%3,993.45-0.1%4,064.84+2.3%3,995.44+0.6%4,024.38+5.0%
Book Value Per Share per share15.94+5.8%16.49+16.0%15.90+13.1%15.70+16.0%15.06+7.7%14.22+6.9%14.06+5.6%13.54+0.6%
Tangible Book Value Per Share per share15.94+5.8%16.49+16.0%15.90+13.1%15.70+16.0%15.06+7.7%14.22+6.9%14.06+5.6%13.54+0.6%
Tier 1 Capital375.67+7.2%367.72+6.7%360.15+5.8%354.49+5.1%350.54+5.1%344.76+4.1%340.32+3.2%337.23+2.6%
Tier 2 Capital92.08+0.0%92.080.0%92.070.0%92.07+0.1%92.06+1.2%92.08+1.2%92.07+1.3%91.98+1.2%
Full-Time Employees people-------189-0.5%
Price to Book Ratio ratio1.891.671.521.471.431.401.471.55
Return on Assets %1.030.950.880.800.810.720.650.61
Return on Equity %15.4514.7113.8813.1913.1412.4211.3010.62
Return on Invested Capital %3.102.882.812.002.492.212.182.03
Current Ratio ratio0.240.330.290.250.200.290.170.13

Cash flow, quarterly

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
Metric2026Q39/30/20262026Q26/30/20262026Q13/31/20262025Q412/31/20252025Q39/30/20252025Q26/30/20252025Q13/31/20252024Q412/31/2024
Funds from Operations13.77+19.7%13.31+30.6%13.04+17.4%13.21+4.3%11.50+43.9%10.19+14.5%11.11+39.6%12.66+66.8%
Extraordinary Item0.000.000.000.000.000.000.000.00
Changes in Working Capital1.941.05-68.6%-0.15-1.42-0.09-101.8%3.34+203.6%-1.36-1.90
Cash from Operating Activities15.71+37.7%14.37+6.2%12.88+32.1%11.79+9.7%11.41-11.8%13.53+35.3%9.75+59.3%10.75+49.1%
Capital Expenditures-0.14-0.29-0.50-0.42-0.65-0.76-1.49-2.57
Net Assets From Acquisitions0.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.00
Purchase or Sale of Investments5.44-47.5%11.69+19.2%8.73-14.0%74.57+144.7%10.37-19.8%9.81-35.1%10.15+4.6%30.47+40.0%
Purchase of Investments-3.950.000.000.000.000.000.000.00
Sale Or Maturity of Investments9.39-9.5%11.69+19.2%8.73-14.0%74.57+144.7%10.37-19.8%9.81-35.1%10.15+4.6%30.47+40.0%
Other Uses0.000.000.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.000.000.00
Cash from Investing Activities-37.0552.94-10.4%18.2769.89+50.8%-32.7259.08-2.9546.34
Cash Dividends Paid-4.43-4.26-4.24-4.24-4.24-4.24-4.21-4.21
Preferred Dividends (Cash Flow)0.000.000.000.000.000.000.000.00
Change in Capital Stock0.000.000.000.000.000.000.000.00
Repurchase of Common Pref Stock0.000.000.000.000.000.000.000.00
Sale of Common Pref Stock0.000.000.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.000.000.00
Issuance or Reduction of Debt, Net-61.25-1.25-1.25-1.25-1.25-1.25-1.25-102.7%-46.25
Change in Long Term Debt-61.25-1.25-1.25-1.25-1.25-1.25-1.25-1.25
Issuance of Long Term Debt0.000.000.000.000.000.000.000.00
Reduction of Long Term Debt-61.25-1.25-1.25-1.25-1.25-1.25-1.25-1.25
Net Financing Active Other Cash Flow0.000.00-1.280.000.000.00-1.130.00
Other Financing Activities Uses0.000.00-1.280.000.000.00-1.130.00
Cash from Financing Activities-139.944.42-92.9%-140.26156.47+447.3%-90.96-1463.7%61.99-39.67-129.8%28.59-71.9%
Net Change in Cash-161.2871.72-46.7%-109.11238.15+178.0%-112.27-1506.9%134.59+7377.2%-32.87-139.8%85.67+91.5%
Free Cash Flow15.57+44.7%14.07+10.3%12.39+50.0%11.37+39.0%10.76+54.6%12.76+365.7%8.268.18
Price to Free Cash Flow ratio13.6114.4313.5014.6014.9817.3036.58-

Revenue breakdown

USD millions, so a column adds up to the income statement. Share is of the latest year in that split. The change is versus the older year shown, not TTM.

Product
Name20242025vs 20242025 share
State Commercial Banks79.8095.25+19.4%100.0%
Total79.8095.25+19.4%100.0%
Region
Name20242025vs 20242025 share
United States79.8095.25+19.4%100.0%
Total79.8095.25+19.4%100.0%

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-302.41%0.4M15.0M63.44K
2026-10-152.49%0.4M15.0M62.46K
2026-09-302.46%0.4M15.0M60.51K
2026-09-152.84%0.4M15.0M70.72K
2026-08-312.78%0.4M15.0M71.36K
2026-08-142.56%0.4M15.0M67.91K
2026-07-312.31%0.3M15.0M58.67K
2026-07-152.61%0.4M15.0M60.91K
2026-06-302.69%0.4M15.0M56.27K
2026-06-152.09%0.3M15.0M43.71K
2026-05-291.89%0.3M15.0M40.83K
2026-05-151.83%0.3M15.0M42.67K
2026-04-301.74%0.3M15.0M46.24K
2026-04-151.60%0.2M14.9M40.45K
2026-03-311.64%0.2M14.9M40.30K
2026-03-131.66%0.2M14.9M39.54K
2026-02-271.86%0.3M14.9M38.77K
2026-02-132.37%0.4M14.9M36.30K
2026-01-302.62%0.4M14.9M32.78K
2026-01-152.75%0.4M14.9M34.50K

Option chain

Expiry 2026-11-20 · underlying 30.20, quoted 13 Nov 07:00 ET · ATM 30.00

Option quotes 12 Nov 13:24 ET. A date on a row is older than the last session (12 Nov). 12 rows.

Implied move 9.44% into expiry (call 0.600 + put 2.250 = 2.850 on 30.20)

Put/call open interest 0.43 (40 puts / 93 calls) · Put/call volume 1.60 (8 puts / 5 calls)

IV change is points against the prior close.

TypeStrikeMoneyBidAskLastChgIVOpen intVolumeLast sizeDeltaThetaVega
call 1 Jan15.00ITM12.8017.500.000.00620.6% +325.80000.966-0.0600.003
put 1 JanOTM0.004.000.000.00294.7% 0.0000-0.033-0.0610.003
call 1 Jan17.50ITM10.2015.000.000.00517.1% +279.10000.958-0.0580.004
put 1 JanOTM0.004.000.000.00238.1% 0.0000-0.041-0.0590.004
call 1 Jan20.00ITM8.0012.500.000.00428.4% -148.40000.818-0.4280.012
put 1 JanOTM0.004.000.000.00286.5% 0.0000-0.119-0.1600.009
call22.50ITM5.608.407.37-0.13208.3% -273.01110.779-0.4020.013
put 1 JanOTM0.004.000.000.00228.3% 0.0000-0.147-0.1480.010
call 23 Oct25.00ITM3.005.605.250.00125.8% -269.05000.731-0.3670.015
putOTM0.004.000.10-0.01394.9% 0.02241-0.269-0.3670.015
call30.00ATM0.001.200.60-0.9062.3% -107.468420.560-0.1890.017
putATM0.004.500.65-2.08263.3% +93.7841-0.439-0.1880.017
call 2 Oct35.00OTM0.001.000.280.00149.5% 0.019000.275-0.1390.015
put 22 OctITM2.507.005.200.00220.6% +75.21000-0.720-0.1370.015
call 1 Jan40.00OTM0.004.000.000.00206.9% 0.00000.219-0.1720.013
put 1 JanITM7.5012.100.000.00295.6% +88.7000-0.780-0.1710.013

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-12144Filing for proposed sale of securities under Rule 144.SEC
2026-11-064Statement of changes in beneficial ownership of securities2026-11-04SEC
2026-10-2913F-HRFurther understand that each of 13F-HR, 13F-NT, and amendments thereto are mandatory electronic filings (hardship exemption exists to submit in paper; never used to the knowledge of IM staff);2026-09-30SEC
2026-10-298-KCurrent report2026-10-29SEC
2026-10-2910-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-08-25N-PXAnnual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX2026-06-30SEC
2026-07-2313F-HRFurther understand that each of 13F-HR, 13F-NT, and amendments thereto are mandatory electronic filings (hardship exemption exists to submit in paper; never used to the knowledge of IM staff);2026-06-30SEC
2026-07-238-KCurrent report2026-07-23SEC
2026-07-2310-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-06-2511-KAnnual reports of employee stock purchase, savings and similar plans pursuant to Section 15(d)2025-12-31SEC
2026-04-244Statement of changes in beneficial ownership of securities2026-04-23SEC
2026-04-244Statement of changes in beneficial ownership of securities2026-04-23SEC
2026-04-244Statement of changes in beneficial ownership of securities2026-04-23SEC
2026-04-244Statement of changes in beneficial ownership of securities2026-04-23SEC
2026-04-244Statement of changes in beneficial ownership of securities2026-04-23SEC
2026-04-244Statement of changes in beneficial ownership of securities2026-04-23SEC
2026-04-244Statement of changes in beneficial ownership of securities2026-04-23SEC
2026-04-248-KCurrent report2026-04-23SEC
2026-04-2313F-HRFurther understand that each of 13F-HR, 13F-NT, and amendments thereto are mandatory electronic filings (hardship exemption exists to submit in paper; never used to the knowledge of IM staff);2026-03-31SEC
2026-04-238-KCurrent report2026-04-23SEC
2026-04-2310-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-03-27SCHEDULE 13G/ASEC
2026-03-264Statement of changes in beneficial ownership of securities2026-03-25SEC
2026-03-264Statement of changes in beneficial ownership of securities2026-03-25SEC
2026-03-264Statement of changes in beneficial ownership of securities2026-03-25SEC
2026-03-264Statement of changes in beneficial ownership of securities2026-03-25SEC
2026-03-264Statement of changes in beneficial ownership of securities2026-03-25SEC
2026-03-11EFFECTEffectiveness filing by commission orderSEC
2026-03-09CORRESPSEC
2026-03-05UPLOADUpload SubmissionSEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-1100193.47K1
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-1100517.10K3

Institutional holders

Manager% owned
FMR LLC8.86%
BlackRock, Inc.7.89%
DIMENSIONAL FUND ADVISORS LP3.87%
VANGUARD CAPITAL MANAGEMENT LLC3.80%
AMERICAN CENTURY COMPANIES INC2.84%
WEST BANCORPORATION INC2.42%
Aptus Capital Advisors, LLC2.41%
GEODE CAPITAL MANAGEMENT, LLC2.29%
STATE STREET CORP2.06%
Legacy Bridge, LLC1.25%

Funds

Fund% owned
Fidelity Low-Priced Stock Fund3.50%
VANGUARD TOTAL STOCK MARKET INDEX FUND2.70%
iShares Russell 2000 ETF2.57%
Opus Small Cap Value ETF2.55%
Avantis U.S. Small Cap Value ETF2.27%
Strategic Advisers Fidelity U.S. Total Stock Fund1.30%
VANGUARD EXTENDED MARKET INDEX FUND1.02%
Fidelity Small Cap Index Fund1.01%
Fidelity Series Intrinsic Opportunities Fund0.97%
iShares Russell 2000 Value ETF0.82%

OakChart. WTBA. Cached 15 minutes. Terms