Smart Money · Holder IQ
Above median holder quality (percentile 53.4 this quarter).
Reading stored signals…
Financial Services • Banks - Regional
Per-share book value with reinvested dividends, and the steadiness of its 40-quarter trend.
As of · Window to
Historical book-value growth with dividends
· 100 indexed · 21.9 per share
· 101.6 indexed · 22.3 per share
· 101.8 indexed · 22.3 per share
· 104 indexed · 22.8 per share
· 106.6 indexed · 23.4 per share
· 109.1 indexed · 23.9 per share
· 110.1 indexed · 24.1 per share
· 110.1 indexed · 24.2 per share
· 121.6 indexed · 26.7 per share
· 122.7 indexed · 26.9 per share
· 127 indexed · 27.9 per share
· 132 indexed · 29 per share
· 136.7 indexed · 30 per share
· 140.4 indexed · 30.8 per share
· 143.6 indexed · 31.5 per share
· 147.2 indexed · 32.3 per share
· 149.3 indexed · 32.7 per share
· 131.7 indexed · 28.9 per share
· 133.3 indexed · 29.3 per share
· 133.9 indexed · 29.4 per share
· 134.6 indexed · 29.5 per share
· 136.3 indexed · 29.9 per share
· 141.7 indexed · 31.1 per share
· 134 indexed · 29.4 per share
· 126.8 indexed · 27.8 per share
· 121.1 indexed · 26.6 per share
· 126.3 indexed · 27.7 per share
· 135.4 indexed · 29.7 per share
· 136.3 indexed · 29.9 per share
· 135.5 indexed · 29.7 per share
· 166.5 indexed · 36.5 per share
· 169.4 indexed · 37.2 per share
· 172.5 indexed · 37.8 per share
· 182 indexed · 39.9 per share
· 181.3 indexed · 39.8 per share
· 185.2 indexed · 40.6 per share
· 191.7 indexed · 42 per share
· 197.6 indexed · 43.4 per share
· 204.3 indexed · 44.8 per share
· 206.2 indexed · 45.2 per share
· 212.1 indexed · 46.5 per share
Basis: total common book, used as the fallback basis for the whole window. Dividends are reinvested at book value.
No decline detected by the published slope-ratio test.
The compounder rule requires a top-decile composite, positive slope and no detected decline in the tangible-book eligible pool. Total-common-book fallback rows cannot qualify. Decline means the 90% interval for recent / whole-window slope lies below 1.
Source: SEC first-filed XBRL. Midas Edge API’s published Green Compounders method uses only filings public by the as-of date, split-adjusted shares and the original filed values. Restatements do not replace them. Issuer pools and entity types reflect the SEC submissions captured for this run, not historical classifications at each as-of date.
The primary form fits log book value with reinvested dividends against time. The method checks the starting book and market-cap floors and excludes identified non-reliance/enforcement windows. Its cohort is fixed at capture time, so historical percentiles have capture and survival limits. It does not check audit-opinion going-concern text. This grade is separate from InsiderIQ, HolderIQ and NetCredibility.
Input filings (42 in this window): 0001171843-16-009952; 0001171843-16-011616; 0001171843-16-012990. The links show up to three of the input filings.
Method notes: An additional method qualification is recorded in the publication receipt. An additional method qualification is recorded in the publication receipt. Going-concern audit wording was not evaluated. No preferred-equity fact was filed; the method used zero. Enforcement findings use records naming the issuer.
No reporting owner has a RED or GREEN connection distinguishable from zero in this publication.
A connection is distinguishable from zero here only when its RED or GREEN published interval has a lower bound above zero. A person with an admitted finding is always listed first, even with a zero score. Connections are then ordered by the larger of RED and GREEN. A zero tied with other owners is not given a percentile.
RED measures graph connections to people with admitted adjudications; GREEN measures connections to repeat value creators and stewards of qualifying compounders and long-term shareholder-return leaders. Net is GREEN minus RED on a −1 to 1 scale, not a probability or expected return. Connections alone do not establish conduct. These measures are separate from insider trading performance and Company Quality Grade.
The publication is uncalibrated. Its intervals are published bands, not a claim of calibrated confidence or a tested forecast.
Admitted findings are published guilty pleas, convictions and litigated SEC judgments or orders. Settlements and open cases are not findings. A positive net does not erase an admitted finding. Absence of a finding is not a clearance or a complete regulatory-history search.
Reporting owners who filed from after Oct 9, 2025 through Oct 9, 2026: a 12-month window ending at the publication date. This can include former officers and directors; it is not a verified roster of today's employees.
Link an account to see your stake, watchlist and past holdings. use the cited filings to check the reported role and evidence alongside your investment thesis. A connection alone does not tell you to increase or reduce a holding.
Medians across all 13 scored reporting owners at this company as of Oct 9, 2026: RED 0, GREEN 0, net 0. Highest RED: 0; highest GREEN: 0.
Jonathan Bedway · SEC CIK 0001610570
Read the Form 4 filed Feb 18, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 40259688d3952e3b948e4e2853f14feb628140263531175743d6941fcc964037
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Ralph Burchianti · SEC CIK 0001622336
Read the Form 4 filed Feb 18, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: eb6d56e0fea531ad565610f5c4effaa0708dd0ec8056d104f30a9b3e0bd10229
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Stephen Cobain · SEC CIK 0002030664
Read the Form 4 filed Aug 17, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: d7d908188947d6dc3474a0ac8b1405707d29a8519c6e60640fa7cf22c9f321ab
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Amanda L. Engles · SEC CIK 0001478731
Read the Form 4 filed Feb 23, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 16fdee2feedafa13f625f0521cffecd63392ac586c2d0c727fae000e7cbaa60a
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Mark E. Fox · SEC CIK 0001622331
Read the Form 4 filed Feb 18, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: d483ba0e330fd59b4ca3037a0b807993245512767eb467c0ae9ad382a60ffff1
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Jennifer L. George · SEC CIK 0001423060
Read the Form 4 filed Feb 18, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: a2de02e0596c95dab7ec37bc80da60696e270c5b75d2d5f92f44960278b1ed92
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Charles R. Guthrie · SEC CIK 0001622326
Read the Form 4 filed Feb 18, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 29e3e53e6e55978ec1844de98ba3f4653d029137b9e912e2d138acdb5df0d9d3
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
John J. LaCarte · SEC CIK 0001312868
Read the Form 4 filed Feb 18, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: a220e6519e5ec3e21da231dd5cdf430badd232bfa9e8e645bd26c715bafb2665
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
John Haines Montgomery · SEC CIK 0001437134
Read the Form 4 filed Jun 17, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: a3789bd49590c2527afd1433bfbb47f31fca539e900444781332540dbe733e8c
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Roberta Robinson Olejasz · SEC CIK 0001610688
Read the Form 4 filed Feb 18, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: f34840980d82b401d380d99c8003dc322d050993aa8e219d97caf1c3c751f8f8
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
David F. Pollock · SEC CIK 0001622334
Read the Form 4 filed Feb 18, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 6c524c5bdd6c3073cc739952ee0061c20fcf2c2be96b5f9daad60859a8c706f2
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Bruce A. Sharp · SEC CIK 0002084862
Read the Form 4 filed Feb 23, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 572c7b34d735235b6786e21713114c6a459db44770e6f87e0c41b6e118d090d6
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
John Swiatek · SEC CIK 0001484684
Read the Form 4 filed Aug 17, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 54c25dc582bf1789963229c2ed2b7d726b9cb50ad3d429c50d535cc80cadee86
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Quarter ended Sep 30, 2026. Source: Stored analyst estimates.
| Observed / analysts | EPS | Revenue |
|---|---|---|
| 3 analysts | 0.8133 | 16.25M |
| 3 analysts | 0.8133 | 16.25M |
| 3 analysts | 0.8133 | 16.25M |
| 3 analysts | 0.8133 | 16.25M |
Dates identify stored observations, not earnings announcements. Gaps do not mean estimates were unchanged. The analyst group and vendor earnings basis may change.
Link an account to see your stake, watchlist and past holdings. Compare changes in earnings expectations with your investment case. These are analyst estimates, not reported results or a prediction of your return.
Trailing twelve-month statements · as of Nov 12, 2026
End-of-day close from stored market data, not a live quote.
The last 8 fiscal quarters from the latest stored normalized financial statements. These may include restatements. Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Net income |
|---|---|---|---|
| Jun 2026filed Aug 7, 2026 | $21.9M | +11.1% | $4.3M |
| Mar 2026filed May 12, 2026 | $20.6M | +10.6% | $3.9M |
| Dec 2025filed Mar 13, 2026 | $21.7M | +7.4% | $4.7M |
| Sep 2025filed Nov 7, 2025 | $8.7M | -57.6% | -$5.7M |
| Jun 2025filed Aug 8, 2025 | $19.7M | +2.4% | $3.9M |
| Mar 2025filed May 9, 2025 | $18.6M | -3.7% | $1.9M |
| Dec 2024filed Mar 19, 2025 | $20.2M | +138.9% | $2.5M |
| Sep 2024filed Nov 8, 2024 | $20.4M | +13.5% | $3.2M |
| Fiscal year | Revenue | YoY | Net income |
|---|---|---|---|
| Dec 2025filed Mar 13, 2026 | $68.6M | -13.3% | $4.9M |
| Dec 2024filed Mar 19, 2025 | $79.2M | +31.9% | $12.6M |
| Dec 2023filed Mar 13, 2024 | $60.0M | +9.7% | $22.6M |
| Dec 2022filed Mar 10, 2023 | $54.7M | +9.4% | $11.2M |
| Dec 2021filed Mar 11, 2022 | $50.1M | -8.1% | $11.6M |
| Dec 2020filed Mar 17, 2021 | $54.5M | -5.6% | -$10.6M |
Reported short positions, stored float percentages and adjusted prices over the same period.
Shares short
Share of float
Adjusted close · USD
Settlement Oct 30, 2026
64,390 shares short
-9,634 shares (-13%) vs Oct 15, 2026
1.4% of the stored float. Published Nov 10, 2026.
Settlement Oct 15, 2026
74,024 shares short
-3,786 shares (-4.9%) vs Sep 30, 2026
1.6% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
77,810 shares short
-6,303 shares (-7.5%) vs Sep 15, 2026
1.7% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
84,113 shares short
-2,424 shares (-2.8%) vs Aug 31, 2026
Published Sep 24, 2026.
Settlement Aug 31, 2026
86,537 shares short
-1 shares (0%) vs Aug 14, 2026
1.9% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
86,538 shares short
+850 shares (+1%) vs Jul 31, 2026
1.9% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
85,688 shares short
+7,616 shares (+9.8%) vs Jul 15, 2026
1.9% of the stored float. Published Aug 11, 2026.
Settlement Jul 15, 2026
78,072 shares short
-2,978 shares (-3.7%) vs Jun 30, 2026
1.7% of the stored float. Published Jul 24, 2026.
Settlement Jun 30, 2026
81,050 shares short
+200 shares (+0.2%) vs Jun 15, 2026
1.8% of the stored float. Published Jul 10, 2026.
Settlement Jun 15, 2026
80,850 shares short
+751 shares (+0.9%) vs May 29, 2026
1.8% of the stored float. Published Jun 25, 2026.
Settlement May 29, 2026
80,099 shares short
-12,366 shares (-13.4%) vs May 15, 2026
1.7% of the stored float. Published Jun 9, 2026.
Settlement May 15, 2026
92,465 shares short
-5,732 shares (-5.8%) vs Apr 30, 2026
2% of the stored float. Published May 27, 2026.
Settlement Apr 30, 2026
98,197 shares short
+154 shares (+0.2%) vs Apr 15, 2026
2.1% of the stored float. Published May 11, 2026.
Settlement Apr 15, 2026
98,043 shares short
+3,314 shares (+3.5%) vs Mar 31, 2026
2.1% of the stored float. Published Apr 24, 2026.
Settlement Mar 31, 2026
94,729 shares short
-11,128 shares (-10.5%) vs Mar 13, 2026
2.1% of the stored float. Published Apr 10, 2026.
Settlement Mar 13, 2026
105,857 shares short
+4,409 shares (+4.3%) vs Feb 27, 2026
2.3% of the stored float. Published Mar 24, 2026.
Settlement Feb 27, 2026
101,448 shares short
-1,589 shares (-1.5%) vs Feb 13, 2026
2.2% of the stored float. Published Mar 10, 2026.
Settlement Feb 13, 2026
103,037 shares short
-5,894 shares (-5.4%) vs Jan 30, 2026
2.2% of the stored float. Published Feb 25, 2026.
Settlement Jan 30, 2026
108,931 shares short
-6,021 shares (-5.2%) vs Jan 15, 2026
2.4% of the stored float. Published Feb 10, 2026.
Settlement Jan 15, 2026
114,952 shares short
+15,833 shares (+16%) vs Dec 31, 2025
2.5% of the stored float. Published Jan 27, 2026.
Settlement Dec 31, 2025
99,119 shares short
-23,771 shares (-19.3%) vs Dec 15, 2025
2.2% of the stored float. Published Jan 12, 2026.
Settlement Dec 15, 2025
122,890 shares short
+6,604 shares (+5.7%) vs Nov 28, 2025
2.7% of the stored float. Published Dec 24, 2025.
Settlement Nov 28, 2025
116,286 shares short
-23,347 shares (-16.7%) vs Nov 14, 2025
2.5% of the stored float. Published Dec 9, 2025.
Settlement Nov 14, 2025
139,633 shares short
+19,764 shares (+16.5%) vs Oct 31, 2025
3% of the stored float. Published Nov 25, 2025.
Settlement Oct 31, 2025
119,869 shares short
-9,850 shares (-7.6%) vs Oct 15, 2025
2.6% of the stored float. Published Nov 11, 2025.
Settlement Oct 15, 2025
129,719 shares short
-33,494 shares (-20.5%) vs Sep 30, 2025
2.8% of the stored float. Published Oct 24, 2025.
Settlement Sep 30, 2025
163,213 shares short
+43,605 shares (+36.5%) vs Sep 15, 2025
3.5% of the stored float. Published Oct 9, 2025.
Settlement Sep 15, 2025
119,608 shares short
-7,720 shares (-6.1%) vs Aug 29, 2025
2.6% of the stored float. Published Sep 24, 2025.
Settlement Aug 29, 2025
127,328 shares short
-3,450 shares (-2.6%) vs Aug 15, 2025
2.8% of the stored float. Published Sep 10, 2025.
Settlement Aug 15, 2025
130,778 shares short
-3,386 shares (-2.5%) vs Jul 31, 2025
2.8% of the stored float. Published Aug 26, 2025.
Settlement Jul 31, 2025
134,164 shares short
+18,360 shares (+15.9%) vs Jul 15, 2025
2.9% of the stored float. Published Aug 11, 2025.
Settlement Jul 15, 2025
115,804 shares short
+3,087 shares (+2.7%) vs Jun 30, 2025
2.5% of the stored float. Published Jul 24, 2025.
Settlement Jun 30, 2025
112,717 shares short
+89,579 shares (+387.2%) vs Jun 13, 2025
2.4% of the stored float. Published Jul 10, 2025.
Settlement Jun 13, 2025
23,138 shares short
-1,727 shares (-6.9%) vs May 30, 2025
0.5% of the stored float. Published Jun 25, 2025.
Settlement May 30, 2025
24,865 shares short
+5,009 shares (+25.2%) vs May 15, 2025
0.5% of the stored float. Published Jun 10, 2025.
Settlement May 15, 2025
19,856 shares short
-892 shares (-4.3%) vs Apr 30, 2025
0.4% of the stored float. Published May 27, 2025.
Settlement Apr 30, 2025
20,748 shares short
+10,174 shares (+96.2%) vs Apr 15, 2025
0.5% of the stored float. Published May 9, 2025.
Settlement Apr 15, 2025
10,574 shares short
-430 shares (-3.9%) vs Mar 31, 2025
0.2% of the stored float. Published Apr 25, 2025.
Settlement Mar 31, 2025
11,004 shares short
+2,233 shares (+25.5%) vs Mar 14, 2025
0.2% of the stored float. Published Apr 9, 2025.
Settlement Mar 14, 2025
8,771 shares short
-40,908 shares (-82.3%) vs Feb 28, 2025
0.2% of the stored float. Published Mar 25, 2025.
Settlement Feb 28, 2025
49,679 shares short
+21,559 shares (+76.7%) vs Feb 14, 2025
1.1% of the stored float. Published Mar 11, 2025.
Settlement Feb 14, 2025
28,120 shares short
-48,390 shares (-63.2%) vs Jan 31, 2025
0.6% of the stored float. Published Feb 26, 2025.
Settlement Jan 31, 2025
76,510 shares short
+8,311 shares (+12.2%) vs Jan 15, 2025
1.7% of the stored float. Published Feb 11, 2025.
Settlement Jan 15, 2025
68,199 shares short
+40,929 shares (+150.1%) vs Dec 31, 2024
1.5% of the stored float. Published Jan 27, 2025.
Settlement Dec 31, 2024
27,270 shares short
+22,785 shares (+508%) vs Dec 13, 2024
0.6% of the stored float. Published Jan 10, 2025.
Settlement Dec 13, 2024
4,485 shares short
+1,273 shares (+39.6%) vs Nov 29, 2024
0.1% of the stored float. Published Dec 24, 2024.
Settlement Nov 29, 2024
3,212 shares short
-2,149 shares (-40.1%) vs Nov 15, 2024
0.1% of the stored float. Published Dec 10, 2024.
Settlement Nov 15, 2024
5,361 shares short
-2,574 shares (-32.4%) vs Oct 31, 2024
0.1% of the stored float. Published Nov 26, 2024.
Settlement Oct 31, 2024
7,935 shares short
+249 shares (+3.2%) vs Oct 15, 2024
0.2% of the stored float. Published Nov 11, 2024.
Settlement Oct 15, 2024
7,686 shares short
+2,076 shares (+37%) vs Sep 30, 2024
0.2% of the stored float. Published Oct 24, 2024.
Settlement Sep 30, 2024
5,610 shares short
-917 shares (-14%) vs Sep 13, 2024
0.1% of the stored float. Published Oct 9, 2024.
Settlement Sep 13, 2024
6,527 shares short
+1,926 shares (+41.9%) vs Aug 30, 2024
0.1% of the stored float. Published Sep 24, 2024.
Settlement Aug 30, 2024
4,601 shares short
-360 shares (-7.3%) vs Aug 15, 2024
0.1% of the stored float. Published Sep 11, 2024.
Settlement Aug 15, 2024
4,961 shares short
+1,468 shares (+42%) vs Jul 31, 2024
0.1% of the stored float. Published Aug 26, 2024.
Settlement Jul 31, 2024
3,493 shares short
-142 shares (-3.9%) vs Jul 15, 2024
0.1% of the stored float. Published Aug 9, 2024.
Settlement Jul 15, 2024
3,635 shares short
+209 shares (+6.1%) vs Jun 28, 2024
0.1% of the stored float. Published Jul 24, 2024.
Settlement Jun 28, 2024
3,426 shares short
-484 shares (-12.4%) vs Jun 14, 2024
0.1% of the stored float. Published Jul 10, 2024.
Settlement Jun 14, 2024
3,910 shares short
+305 shares (+8.5%) vs May 31, 2024
0.1% of the stored float. Published Jun 26, 2024.
Settlement May 31, 2024
3,605 shares short
-415 shares (-10.3%) vs May 15, 2024
0.1% of the stored float. Published Jun 11, 2024.
Settlement May 15, 2024
4,020 shares short
-2,622 shares (-39.5%) vs Apr 30, 2024
0.1% of the stored float. Published May 24, 2024.
Settlement Apr 30, 2024
6,642 shares short
-687 shares (-9.4%) vs Apr 15, 2024
0.1% of the stored float. Published May 9, 2024.
Settlement Apr 15, 2024
7,329 shares short
-988 shares (-11.9%) vs Mar 28, 2024
0.2% of the stored float. Published Apr 24, 2024.
Settlement Mar 28, 2024
8,317 shares short
+1,297 shares (+18.5%) vs Mar 15, 2024
0.2% of the stored float. Published Apr 9, 2024.
Settlement Mar 15, 2024
7,020 shares short
+1,352 shares (+23.9%) vs Feb 29, 2024
0.2% of the stored float. Published Mar 26, 2024.
Settlement Feb 29, 2024
5,668 shares short
-1,592 shares (-21.9%) vs Feb 15, 2024
0.1% of the stored float. Published Mar 11, 2024.
Settlement Feb 15, 2024
7,260 shares short
-1,780 shares (-19.7%) vs Jan 31, 2024
0.2% of the stored float. Published Feb 27, 2024.
Settlement Jan 31, 2024
9,040 shares short
+841 shares (+10.3%) vs Jan 12, 2024
0.2% of the stored float. Published Feb 9, 2024.
Settlement Jan 12, 2024
8,199 shares short
-1,335 shares (-14%) vs Dec 29, 2023
0.2% of the stored float. Published Jan 24, 2024.
Settlement Dec 29, 2023
9,534 shares short
+399 shares (+4.4%) vs Dec 15, 2023
0.2% of the stored float. Published Jan 10, 2024.
Settlement Dec 15, 2023
9,135 shares short
-488 shares (-5.1%) vs Nov 30, 2023
0.2% of the stored float. Published Dec 26, 2023.
Settlement Nov 30, 2023
9,623 shares short
-482 shares (-4.8%) vs Nov 15, 2023
0.2% of the stored float. Published Dec 11, 2023.
Settlement Nov 15, 2023
10,105 shares short
-93 shares (-0.9%) vs Oct 31, 2023
0.2% of the stored float. Published Nov 24, 2023.
Settlement Oct 31, 2023
10,198 shares short
+1,034 shares (+11.3%) vs Oct 13, 2023
0.2% of the stored float. Published Nov 9, 2023.
Settlement Oct 13, 2023
9,164 shares short
+521 shares (+6%) vs Sep 29, 2023
0.2% of the stored float. Published Oct 24, 2023.
Settlement Sep 29, 2023
8,643 shares short
+2,256 shares (+35.3%) vs Sep 15, 2023
0.2% of the stored float. Published Oct 10, 2023.
Settlement Sep 15, 2023
6,387 shares short
+1,128 shares (+21.4%) vs Aug 31, 2023
0.1% of the stored float. Published Sep 26, 2023.
Settlement Aug 31, 2023
5,259 shares short
+1,897 shares (+56.4%) vs Aug 15, 2023
0.1% of the stored float. Published Sep 11, 2023.
Settlement Aug 15, 2023
3,362 shares short
-588 shares (-14.9%) vs Jul 31, 2023
0.1% of the stored float. Published Aug 24, 2023.
Settlement Jul 31, 2023
3,950 shares short
+744 shares (+23.2%) vs Jul 14, 2023
0.1% of the stored float. Published Aug 9, 2023.
Settlement Jul 14, 2023
3,206 shares short
+451 shares (+16.4%) vs Jun 30, 2023
0.1% of the stored float. Published Jul 25, 2023.
Settlement Jun 30, 2023
2,755 shares short
-11,179 shares (-80.2%) vs Jun 15, 2023
0.1% of the stored float. Published Jul 11, 2023.
Settlement Jun 15, 2023
13,934 shares short
+9,802 shares (+237.2%) vs May 31, 2023
0.3% of the stored float. Published Jun 26, 2023.
Settlement May 31, 2023
4,132 shares short
-2,553 shares (-38.2%) vs May 15, 2023
0.1% of the stored float. Published Jun 9, 2023.
Settlement May 15, 2023
6,685 shares short
+1,757 shares (+35.7%) vs Apr 28, 2023
0.1% of the stored float. Published May 24, 2023.
Settlement Apr 28, 2023
4,928 shares short
-1,068 shares (-17.8%) vs Apr 14, 2023
0.1% of the stored float. Published May 9, 2023.
Settlement Apr 14, 2023
5,996 shares short
-3,043 shares (-33.7%) vs Mar 31, 2023
0.1% of the stored float. Published Apr 25, 2023.
Settlement Mar 31, 2023
9,039 shares short
+2,485 shares (+37.9%) vs Mar 15, 2023
0.2% of the stored float. Published Apr 11, 2023.
Settlement Mar 15, 2023
6,554 shares short
-514 shares (-7.3%) vs Feb 28, 2023
0.1% of the stored float. Published Mar 24, 2023.
Settlement Feb 28, 2023
7,068 shares short
+1,739 shares (+32.6%) vs Feb 15, 2023
0.2% of the stored float. Published Mar 9, 2023.
Settlement Feb 15, 2023
5,329 shares short
+2,809 shares (+111.5%) vs Jan 31, 2023
0.1% of the stored float. Published Feb 24, 2023.
Settlement Jan 31, 2023
2,520 shares short
-972 shares (-27.8%) vs Jan 13, 2023
0.1% of the stored float. Published Feb 9, 2023.
Settlement Jan 13, 2023
3,492 shares short
+537 shares (+18.2%) vs Dec 30, 2022
0.1% of the stored float. Published Jan 24, 2023.
Settlement Dec 30, 2022
2,955 shares short
-650 shares (-18%) vs Dec 15, 2022
0.1% of the stored float. Published Jan 10, 2023.
Settlement Dec 15, 2022
3,605 shares short
-2,060 shares (-36.4%) vs Nov 30, 2022
0.1% of the stored float. Published Dec 26, 2022.
Settlement Nov 30, 2022
5,665 shares short
+44 shares (+0.8%) vs Nov 15, 2022
0.1% of the stored float. Published Dec 9, 2022.
Settlement Nov 15, 2022
5,621 shares short
-7,649 shares (-57.6%) vs Oct 31, 2022
0.1% of the stored float. Published Nov 24, 2022.
Settlement Oct 31, 2022
13,270 shares short
+1,419 shares (+12%) vs Oct 14, 2022
0.3% of the stored float. Published Nov 9, 2022.
Settlement Oct 14, 2022
11,851 shares short
-1,569 shares (-11.7%) vs Sep 30, 2022
0.3% of the stored float. Published Oct 25, 2022.
Settlement Sep 30, 2022
13,420 shares short
+4,787 shares (+55.5%) vs Sep 15, 2022
0.3% of the stored float. Published Oct 11, 2022.
Settlement Sep 15, 2022
8,633 shares short
+510 shares (+6.3%) vs Aug 31, 2022
0.2% of the stored float. Published Sep 26, 2022.
Settlement Aug 31, 2022
8,123 shares short
-49 shares (-0.6%) vs Aug 15, 2022
0.2% of the stored float. Published Sep 9, 2022.
Settlement Aug 15, 2022
8,172 shares short
-1,058 shares (-11.5%) vs Jul 29, 2022
0.2% of the stored float. Published Aug 24, 2022.
Settlement Jul 29, 2022
9,230 shares short
+842 shares (+10%) vs Jul 15, 2022
0.2% of the stored float. Published Aug 9, 2022.
Settlement Jul 15, 2022
8,388 shares short
-142 shares (-1.7%) vs Jun 30, 2022
0.2% of the stored float. Published Jul 26, 2022.
Settlement Jun 30, 2022
8,530 shares short
-3,338 shares (-28.1%) vs Jun 15, 2022
0.2% of the stored float. Published Jul 11, 2022.
Settlement Jun 15, 2022
11,868 shares short
-1,017 shares (-7.9%) vs May 31, 2022
0.3% of the stored float. Published Jun 24, 2022.
Settlement May 31, 2022
12,885 shares short
-36 shares (-0.3%) vs May 13, 2022
0.3% of the stored float. Published Jun 9, 2022.
Settlement May 13, 2022
12,921 shares short
+234 shares (+1.8%) vs Apr 29, 2022
0.3% of the stored float. Published May 24, 2022.
Settlement Apr 29, 2022
12,687 shares short
-437 shares (-3.3%) vs Mar 31, 2022
0.3% of the stored float. Published May 10, 2022.
Settlement Mar 31, 2022
13,124 shares short
+486 shares (+3.8%) vs Mar 15, 2022
0.3% of the stored float. Published Apr 11, 2022.
Settlement Mar 15, 2022
12,638 shares short
-1,206 shares (-8.7%) vs Feb 28, 2022
0.3% of the stored float. Published Mar 24, 2022.
Settlement Feb 28, 2022
13,844 shares short
-2,334 shares (-14.4%) vs Feb 15, 2022
0.3% of the stored float. Published Mar 9, 2022.
Settlement Feb 15, 2022
16,178 shares short
-1,708 shares (-9.5%) vs Jan 31, 2022
0.4% of the stored float. Published Feb 24, 2022.
Settlement Jan 31, 2022
17,886 shares short
+1,163 shares (+7%) vs Jan 14, 2022
0.4% of the stored float. Published Feb 9, 2022.
Settlement Jan 14, 2022
16,723 shares short
+1,299 shares (+8.4%) vs Dec 31, 2021
0.4% of the stored float. Published Jan 25, 2022.
Settlement Dec 31, 2021
15,424 shares short
-3,573 shares (-18.8%) vs Dec 15, 2021
0.3% of the stored float. Published Jan 11, 2022.
Settlement Dec 15, 2021
18,997 shares short
+4,581 shares (+31.8%) vs Nov 30, 2021
0.4% of the stored float. Published Dec 24, 2021.
Settlement Nov 30, 2021
14,416 shares short
-423 shares (-2.9%) vs Nov 15, 2021
0.3% of the stored float. Published Dec 9, 2021.
Settlement Nov 15, 2021
14,839 shares short
+1,917 shares (+14.8%) vs Oct 29, 2021
0.3% of the stored float. Published Nov 24, 2021.
Settlement Oct 29, 2021
12,922 shares short
+4,100 shares (+46.5%) vs Oct 15, 2021
0.3% of the stored float. Published Nov 9, 2021.
Settlement Oct 15, 2021
8,822 shares short
-1,955 shares (-18.1%) vs Sep 30, 2021
0.2% of the stored float. Published Oct 26, 2021.
Settlement Sep 30, 2021
10,777 shares short
-207 shares (-1.9%) vs Sep 15, 2021
0.2% of the stored float. Published Oct 11, 2021.
Settlement Sep 15, 2021
10,984 shares short
-1,267 shares (-10.3%) vs Aug 31, 2021
0.2% of the stored float. Published Sep 24, 2021.
Settlement Aug 31, 2021
12,251 shares short
-8,364 shares (-40.6%) vs Aug 13, 2021
0.3% of the stored float. Published Sep 9, 2021.
Settlement Aug 13, 2021
20,615 shares short
-6,551 shares (-24.1%) vs Jul 30, 2021
0.4% of the stored float. Published Aug 24, 2021.
Settlement Jul 30, 2021
27,166 shares short
-3,043 shares (-10.1%) vs Jul 15, 2021
0.6% of the stored float. Published Aug 10, 2021.
Settlement Jul 15, 2021
30,209 shares short
+3,325 shares (+12.4%) vs Jun 30, 2021
0.7% of the stored float. Published Jul 26, 2021.
Settlement Jun 30, 2021
26,884 shares short
-97,500 shares (-78.4%) vs Jun 15, 2021
0.6% of the stored float. Published Jul 9, 2021.
Settlement Jun 15, 2021
124,384 shares short
-927 shares (-0.7%) vs May 14, 2021
2.7% of the stored float. Published Jun 24, 2021.
Settlement May 14, 2021
125,311 shares short
+39,333 shares (+45.7%) vs Apr 30, 2021
2.7% of the stored float. Published May 25, 2021.
Settlement Apr 30, 2021
85,978 shares short
+13,194 shares (+18.1%) vs Apr 15, 2021
1.9% of the stored float. Published May 11, 2021.
Settlement Apr 15, 2021
72,784 shares short
+16,912 shares (+30.3%) vs Mar 31, 2021
1.6% of the stored float. Published Apr 26, 2021.
Settlement Mar 31, 2021
55,872 shares short
-585 shares (-1%) vs Mar 15, 2021
1.2% of the stored float. Published Apr 9, 2021.
Settlement Mar 15, 2021
56,457 shares short
+4,816 shares (+9.3%) vs Feb 26, 2021
1.2% of the stored float. Published Mar 24, 2021.
Settlement Feb 26, 2021
51,641 shares short
+9,251 shares (+21.8%) vs Jan 29, 2021
1.1% of the stored float. Published Mar 9, 2021.
Settlement Jan 29, 2021
42,390 shares short
+2,244 shares (+5.6%) vs Jan 15, 2021
0.9% of the stored float. Published Feb 9, 2021.
Settlement Jan 15, 2021
40,146 shares short
0.9% of the stored float. Published Jan 26, 2021.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records. Adjusted prices exclude a reused ticker’s earlier issuer. FINRA data and reporting dates · How to read short interest
Through Nov 13, 2026
Recorded amounts and dates, not confirmation of cash received.
| Ex-date | Event | Recorded detail |
|---|---|---|
| Nov 13, 2026 | Cash dividend | USD 0.28 per shareRecorded pay date: Nov 27, 2026 (pending) |
| Aug 14, 2026 | Cash dividend | USD 0.28 per shareRecorded pay date: Aug 28, 2026 (past date) |
| May 15, 2026 | Cash dividend | USD 0.28 per shareRecorded pay date: May 29, 2026 (past date) |
| Feb 13, 2026 | Cash dividend | USD 0.28 per shareRecorded pay date: Feb 27, 2026 (past date) |
| Nov 14, 2025 | Cash dividend | USD 0.26 per shareRecorded pay date: Nov 28, 2025 (past date) |
| Aug 15, 2025 | Cash dividend | USD 0.26 per shareRecorded pay date: Aug 29, 2025 (past date) |
| May 16, 2025 | Cash dividend | USD 0.25 per shareRecorded pay date: May 30, 2025 (past date) |
| Feb 14, 2025 | Cash dividend | USD 0.25 per shareRecorded pay date: Feb 28, 2025 (past date) |
| Nov 15, 2024 | Cash dividend | USD 0.25 per shareRecorded pay date: Nov 29, 2024 (past date) |
| Aug 15, 2024 | Cash dividend | USD 0.25 per shareRecorded pay date: Aug 30, 2024 (past date) |
| May 14, 2024 | Cash dividend | USD 0.25 per shareRecorded pay date: May 31, 2024 (past date) |
| Feb 14, 2024 | Cash dividend | USD 0.25 per shareRecorded pay date: Feb 29, 2024 (past date) |
| Nov 14, 2023 | Cash dividend | USD 0.25 per shareRecorded pay date: Nov 30, 2023 (past date) |
| Aug 14, 2023 | Cash dividend | USD 0.25 per shareRecorded pay date: Aug 31, 2023 (past date) |
| May 12, 2023 | Cash dividend | USD 0.25 per shareRecorded pay date: May 31, 2023 (past date) |
| Feb 14, 2023 | Cash dividend | USD 0.25 per shareRecorded pay date: Feb 28, 2023 (past date) |
| Nov 17, 2022 | Cash dividend | USD 0.24 per shareRecorded pay date: Nov 30, 2022 (past date) |
| Aug 18, 2022 | Cash dividend | USD 0.24 per shareRecorded pay date: Aug 31, 2022 (past date) |
| May 19, 2022 | Cash dividend | USD 0.24 per shareRecorded pay date: May 31, 2022 (past date) |
| Feb 17, 2022 | Cash dividend | USD 0.24 per shareRecorded pay date: Feb 28, 2022 (past date) |
| Nov 18, 2021 | Cash dividend | USD 0.24 per shareRecorded pay date: Nov 30, 2021 (past date) |
| Aug 19, 2021 | Cash dividend | USD 0.24 per shareRecorded pay date: Aug 31, 2021 (past date) |
| May 20, 2021 | Cash dividend | USD 0.24 per shareRecorded pay date: Jun 1, 2021 (past date) |
| Feb 12, 2021 | Cash dividend | USD 0.24 per shareRecorded pay date: Feb 26, 2021 (past date) |
| Dec 3, 2020 | Cash dividend | USD 0.24 per shareRecorded pay date: Dec 15, 2020 (past date) |
| Sep 3, 2020 | Cash dividend | USD 0.24 per shareRecorded pay date: Sep 17, 2020 (past date) |
| Jun 4, 2020 | Cash dividend | USD 0.24 per shareRecorded pay date: Jun 15, 2020 (past date) |
| Mar 5, 2020 | Cash dividend | USD 0.24 per shareRecorded pay date: Mar 16, 2020 (past date) |
| Dec 5, 2019 | Cash dividend | USD 0.24 per shareRecorded pay date: Dec 16, 2019 (past date) |
| Sep 5, 2019 | Cash dividend | USD 0.24 per shareRecorded pay date: Sep 16, 2019 (past date) |
| Jun 7, 2019 | Cash dividend | USD 0.24 per shareRecorded pay date: Jun 20, 2019 (past date) |
| Mar 8, 2019 | Cash dividend | USD 0.24 per shareRecorded pay date: Mar 21, 2019 (past date) |
| Dec 7, 2018 | Cash dividend | USD 0.23 per shareRecorded pay date: Dec 20, 2018 (past date) |
| Sep 7, 2018 | Cash dividend | USD 0.22 per shareRecorded pay date: Sep 20, 2018 (past date) |
| Jun 7, 2018 | Cash dividend | USD 0.22 per shareRecorded pay date: Jun 18, 2018 (past date) |
| Mar 8, 2018 | Cash dividend | USD 0.22 per shareRecorded pay date: Mar 19, 2018 (past date) |
| Dec 7, 2017 | Cash dividend | USD 0.22 per shareRecorded pay date: Dec 18, 2017 (past date) |
| Sep 7, 2017 | Cash dividend | USD 0.22 per shareRecorded pay date: Sep 18, 2017 (past date) |
| Jun 7, 2017 | Cash dividend | USD 0.22 per shareRecorded pay date: Jun 19, 2017 (past date) |
| Mar 8, 2017 | Cash dividend | USD 0.22 per shareRecorded pay date: Mar 20, 2017 (past date) |
| Dec 7, 2016 | Cash dividend | USD 0.22 per shareRecorded pay date: Dec 19, 2016 (past date) |
| Sep 7, 2016 | Cash dividend | USD 0.22 per shareRecorded pay date: Sep 19, 2016 (past date) |
| Jun 8, 2016 | Cash dividend | USD 0.22 per shareRecorded pay date: Jun 20, 2016 (past date) |
| Mar 8, 2016 | Cash dividend | USD 0.22 per shareRecorded pay date: Mar 21, 2016 (past date) |
| Dec 4, 2015 | Cash dividend | USD 0.22 per shareRecorded pay date: Dec 18, 2015 (past date) |
| Sep 3, 2015 | Cash dividend | USD 0.21 per shareRecorded pay date: Sep 18, 2015 (past date) |
| Jun 5, 2015 | Cash dividend | USD 0.21 per shareRecorded pay date: Jun 19, 2015 (past date) |
| Mar 6, 2015 | Cash dividend | USD 0.21 per shareRecorded pay date: Mar 20, 2015 (past date) |
| Dec 5, 2014 | Cash dividend | USD 0.21 per shareRecorded pay date: Dec 19, 2014 (past date) |
| Sep 5, 2014 | Cash dividend | USD 0.21 per shareRecorded pay date: Sep 19, 2014 (past date) |
| Jun 6, 2014 | Cash dividend | USD 0.21 per shareRecorded pay date: Jun 20, 2014 (past date) |
| Mar 5, 2014 | Cash dividend | USD 0.21 per shareRecorded pay date: Mar 17, 2014 (past date) |
| Dec 6, 2013 | Cash dividend | USD 0.21 per shareRecorded pay date: Dec 20, 2013 (past date) |
| Sep 6, 2013 | Cash dividend | USD 0.21 per shareRecorded pay date: Sep 20, 2013 (past date) |
| Jun 5, 2013 | Cash dividend | USD 0.21 per shareRecorded pay date: Jun 17, 2013 (past date) |
| Mar 6, 2013 | Cash dividend | USD 0.21 per shareRecorded pay date: Mar 18, 2013 (past date) |
| Dec 6, 2012 | Cash dividend | USD 0.42 per shareRecorded pay date: Dec 20, 2012 (past date) |
| Jun 6, 2012 | Cash dividend | USD 0.42 per shareRecorded pay date: Jun 18, 2012 (past date) |
| Dec 7, 2011 | Cash dividend | USD 0.42 per shareRecorded pay date: Dec 19, 2011 (past date) |
| Jun 8, 2011 | Cash dividend | USD 0.41 per shareRecorded pay date: Jun 20, 2011 (past date) |
| Dec 3, 2010 | Cash dividend | USD 0.41 per shareRecorded pay date: Dec 17, 2010 (past date) |
| Jun 4, 2010 | Cash dividend | USD 0.4 per shareRecorded pay date: Jun 18, 2010 (past date) |
| Dec 4, 2009 | Cash dividend | USD 0.39 per shareRecorded pay date: Dec 18, 2009 (past date) |
| Jun 5, 2009 | Cash dividend | USD 0.38 per shareRecorded pay date: Jun 19, 2009 (past date) |
| Dec 5, 2008 | Cash dividend | USD 0.37 per shareRecorded pay date: Dec 19, 2008 (past date) |
| Jun 6, 2008 | Cash dividend | USD 0.34 per shareRecorded pay date: Jun 20, 2008 (past date) |
| Jun 6, 2007 | Cash dividend | USD 0.28 per shareRecorded pay date: Jun 20, 2007 (past date) |
| Jun 8, 2005 | Cash dividend | USD 0.2 per shareRecorded pay date: Jun 22, 2005 (past date) |
| Dec 7, 2004 | Cash dividend | USD 0.2 per shareRecorded pay date: Dec 21, 2004 (past date) |
| Jun 8, 2004 | Cash dividend | USD 0.19 per shareRecorded pay date: Jun 21, 2004 (past date) |
| Dec 5, 2003 | Cash dividend | USD 0.19 per shareRecorded pay date: Dec 19, 2003 (past date) |
| May 11, 1999 | Forward split | 959692 for 319897Each 319897 pre-split shares become 959692 post-split shares. |
Cash bars retain the event's recorded currency and share basis. The yield line divides recorded cash in the preceding 365 days, adjusted for intervening splits, by a verified raw close in the same currency. Special dividends are included. Future ex-dates are excluded from yield. A split changes share count, not investment value. For long shares, past entitlement depends on when you held them; short shares can create a dividend payment obligation.
Source: recorded cash-dividend and split events.
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We’ll show you if CBFV is in your portfolio and how much it contributes.
Sign in6 smart-money holders: institutions with a high Holder IQ
Sentiment: bearish
Last trade: sell 4 days ago
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 2
80 filers reported a long position in CBFV for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
72.4%
of the 2.3M shares 13-F filers reported
Moves vs Q1 2026
5 added4 trimmed
1 unchanged
Net shares held
+2.2%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | $11.6M · 305.1K shares | 305.1K | -0.1% |
| 2 | BlackRock, Inc. | $10.6M · 280.3K shares | 280.3K | +10.7% |
| 3 | Alliancebernstein L.P. | $8.7M · 254K shares | 254K | 0% |
| 4 | Vanguard Capital Management LLC | $7.5M · 198.6K shares | 198.6K | +2.3% |
| 5 | M3F, Inc. | $6.5M · 171.7K shares | 171.7K | +0.1% |
| 6 | Manufacturers Life Insurance Company, the | $5.8M · 154.2K shares | 154.2K | -1% |
| 7 | Geode Capital Management, LLC | $4.4M · 116K shares | 116K | +10.3% |
| 8 | Bridgeway Capital Management, LLC | $2.4M · 62.3K shares | 62.3K | -5.3% |
| 9 | Waldron Private Wealth LLC | $2.3M · 60.3K shares | 60.3K | Unchanged |
| 10 | Renaissance Technologies LLC | $2M · 53.9K shares | 53.9K | -3.1% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign inHolders of more than 5% of CBFV file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Jul 27, 2026 | BlackRock, Inc.13G · passive | 5.5% |
| May 18, 2026 | Alliancebernstein L.P.13G · passive | 5% |
How much of CBFV’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
Window contributions are percentage points of starting stock value. The market bar is the fitted common intercept, not an index return. Market + styles + residual = stock move; opposite signs can offset. Source: daily_returns, dated security_factor_exposures × barra_factor_returns, and stored security_specific_returns; 2026-10-15–2026-11-12, model v1.2.0. Returns are dimensionless on the USD listing; no currency conversion.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-13T16:02:49.824Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| -1.65% | -1.05% | +0.14% | -0.74% | |
| -0.27% | +0.36% | -1.35% | +0.73% | |
| +0.27% | +0.43% | +0.42% | -0.58% | |
| +0.13% | +0.49% | -0.23% | -0.13% | |
| +1.89% | -1.09% | +1.72% | +1.26% | |
| +0.89% | -0.46% | +0.54% | +0.81% | |
| +1.29% | +0.50% | +0.45% | +0.34% | |
| +3.17% | +0.68% | -0.52% | +3.01% | |
| -2.20% | +0.37% | -0.47% | -2.10% | |
| +1.80% | -0.46% | +2.20% | +0.06% | |
| -1.34% | -1.77% | +0.52% | -0.09% | |
| +1.11% | -0.24% | +1.18% | +0.17% | |
| +0.75% | +0.35% | -1.67% | +2.07% | |
| +1.95% | +1.75% | +0.99% | -0.78% | |
| -1.21% | -3.95% | +2.93% | -0.19% | |
| 0.00% | +0.71% | -2.35% | +1.64% | |
| +1.23% | +2.42% | +3.15% | -4.34% | |
| -2.09% | -0.29% | +0.57% | -2.36% | |
| +1.14% | +1.19% | +0.74% | -0.79% | |
| +0.74% | -0.45% | -0.51% | +1.70% |
Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
Reading dated filing evidence…
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Read the balances behind the trades: SEC Forms 3, 4 and 5 state a reporting owner’s position, not just an amount bought or sold. These are dated filing observations, not current holdings or a trading signal.
Stock Options · Direct · Derivative units
Unavailable — most recently filed balance
Filed · report period Nov 5, 2026 · Form 4. Source: SEC filing 0001437749-26-035822. Quantities are reported units, not currency or market value.
Derivative units are recorded separately; no non-derivative share balance is inferred.
Underlying: Common Stock. Expiration: Feb 16, 2034. Exercise-price figure as filed: 22.1200; its currency is unavailable. No conversion into ordinary shares or dollars is made.
SEC identifiers: name as filed Engles Amanda L · reporting-owner CIK 0001478731 · issuer CIK 0001605301
Comparable non-derivative observations are unavailable for this position. Read its separate as-filed evidence below.
· 1,740 derivative units in stored record · Direct
Report period Nov 5, 2026 · Form 4 · balance after the filing’s transactions. SEC 0001437749-26-035822
Excluded from the comparison: Derivative units are recorded separately; no non-derivative share balance is inferred.
· 2,210 derivative units in stored record · Direct
Report period Feb 23, 2026 · Form 4 · standalone holding line. SEC 0001437749-26-005045
Excluded from the comparison: Derivative units are recorded separately; no non-derivative share balance is inferred.
· 2,210 derivative units in stored record · Direct
Report period Feb 16, 2026 · Form 4 · standalone holding line. SEC 0001437749-26-004597
Excluded from the comparison: Derivative units are recorded separately; no non-derivative share balance is inferred.
· 2,210 derivative units in stored record · Direct
Report period Feb 25, 2025 · Form 4 · line origin unavailable. SEC 0001437749-25-022498
Excluded from the comparison: Derivative units are recorded separately; no non-derivative share balance is inferred.
· 2,210 derivative units in stored record · Direct
Report period Feb 16, 2025 · Form 4 · standalone holding line. SEC 0001437749-25-004385
Excluded from the comparison: Derivative units are recorded separately; no non-derivative share balance is inferred.
· 0 derivative units in stored record · Direct
Report period Feb 4, 2025 · Form 3 · line origin unavailable. SEC 0001437749-25-003913
Excluded from the comparison: Derivative units are recorded separately; no non-derivative share balance is inferred.
Link an account to see your stake, watchlist and past holdings. A reported balance adds context to a sale or purchase: an insider may still report a substantial position. This view does not calculate a percentage sold or a combined insider total. Different classes, indirect vehicles, derivatives and joint filers may overlap; changes can also reflect awards, gifts, exercises, splits or corrections. Neither a balance nor a change predicts your return.
Available filings through Nov 13, 2026; read Nov 13, 2026, 4:02 PM UTC. Latest 240 stored rows, up to 24 distinct reporting-owner positions. The bounded sample is truncated; older or additional positions may exist. 131 rows are outside the displayed position bound or have incompatible identities and are withheld. No holdings or account data about the reader enters this public evidence.
1Y price return +20.9%
Prices adjusted for splits; dividends excluded.
Nov 12, 2025–Nov 12, 2026. Returns are rebased to the first displayed observation. Prices use the latest stored close's share basis, linked backward through stored price returns. Marks use their recorded calendar dates, including non-trading days; their lanes do not imply a price or that an event caused a move.
Insiders: green purchases, red sales. Other lanes: 13F reporting period ends, stored earnings-calendar dates and flagged filings. Select a mark or open the dated list for its evidence.
Reported evidence, not a forecast
Above median holder quality (percentile 53.4 this quarter).
Selling read. Last 180 days of filings: 0 purchases, 8 sales, 14 other records. Open-market net over the last 90 days: -$104.6K.
Late Form 4 filing
Size: smaller than its sector's cap-weighted average. In standard-deviation units; stock exposure, not your portfolio weight.