Smart Money · Holder IQ
Below median holder quality (percentile 29.9 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 · 10.1 per share
· 103 indexed · 10.4 per share
· 106 indexed · 10.7 per share
· 108.4 indexed · 10.9 per share
· 111.8 indexed · 11.2 per share
· 115.6 indexed · 11.6 per share
· 119.1 indexed · 12 per share
· 122.1 indexed · 12.3 per share
· 126.3 indexed · 12.7 per share
· 131.2 indexed · 13.2 per share
· 137.4 indexed · 13.8 per share
· 142 indexed · 14.3 per share
· 148.4 indexed · 14.9 per share
· 154.1 indexed · 15.5 per share
· 160.3 indexed · 16.1 per share
· 165.4 indexed · 16.6 per share
· 172.6 indexed · 17.4 per share
· 179.3 indexed · 18 per share
· 187.9 indexed · 18.9 per share
· 191.1 indexed · 19.2 per share
· 200 indexed · 20.1 per share
· 208.6 indexed · 21 per share
· 215.9 indexed · 21.7 per share
· 198.8 indexed · 20 per share
· 192.5 indexed · 19.4 per share
· 183.5 indexed · 18.5 per share
· 202.3 indexed · 20.4 per share
· 216.5 indexed · 21.8 per share
· 221.6 indexed · 22.3 per share
· 219.6 indexed · 22.1 per share
· 252.6 indexed · 25.4 per share
· 255 indexed · 25.7 per share
· 263.3 indexed · 26.5 per share
· 286.7 indexed · 28.8 per share
· 277.7 indexed · 27.9 per share
· 294.6 indexed · 29.6 per share
· 307.7 indexed · 30.9 per share
· 327.2 indexed · 32.9 per share
· 357.3 indexed · 35.9 per share
· 372.7 indexed · 37.5 per share
· 389.5 indexed · 39.2 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 (41 in this window): 0001568276-21-000227; 0001654954-16-001436; 0001654954-16-003720. 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. Some quarters use weighted-average shares.
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 11 scored reporting owners at this company as of Oct 9, 2026: RED 0, GREEN 0, net 0. Highest RED: 0; highest GREEN: 0.
Bruce D. Baker · SEC CIK 0001834035
Read the Form 4 filed Jan 14, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 21353b91cd47b498c7b306a46562c94ebe3917e44bf7a2b2844982fd5c568a3f
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Louise M. Bonvechio · SEC CIK 0001423290
Read the Form 4 filed Mar 12, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 991f23bc3cb37b1b79e99a7dc7b2d88c11a175dd7dd45da861c18b912acee780
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
David Mark Bouffard · SEC CIK 0001621083
Read the Form 4 filed Feb 5, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 316b3ecb1aa719b4a4b54527dd38b2f71eaced73e503a3729890524070c3e98c
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Nikole Brainard · SEC CIK 0002009123
Read the Form 4 filed Jan 16, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: cdcd7e86687f0d3092d5ab1c463b5192364a15be3442fb0836427d1e9ba9dbd7
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Christopher L. Caldwell · SEC CIK 0001564534
Read the Form 4 filed Apr 6, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 199dec7a7c68fbcf7d21fc33395f78dbde6ec02c2f3ff296fc7a3e5b2b0efa15
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Aminta K. Conant · SEC CIK 0001362572
Read the Form 4 filed Feb 3, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 884b865a4bc63399c94ae1e341e2f9e3ea670c46b588321c78e727179daceb40
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
David Laforce · SEC CIK 0001728583
Read the Form 4 filed Mar 17, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 6a0743f44c95e581a20223aa0863463c7fa9c9b4b1ee9463b46b99f4bf379538
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Wayne Lamberton · SEC CIK 0002050782
Read the Form 4 filed May 6, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: d1edc084e6de4c48c6f8acb89a7627d9473a8f02e4c03cffae375c81a338dc1d
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Carol Martin · SEC CIK 0001896195
Read the Form 4 filed Jun 5, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: ee6d6ac6e3a3363dee0d9b4a67411b2607bc26d3d222ad5708a0bf85f6c93c2d
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Emma Marvin · SEC CIK 0001796986
Read the Form 4 filed Feb 13, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: a9a7f0621c0c3f229eb7ea1e195c3cf6e55dc4853ac058bc3e70781dd63ad1d4
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Jeffrey Lee Moore · SEC CIK 0001756287
Read the Form 4 filed Mar 5, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 11eb18652cc6d8ea86afea31c60dacf7c5221f5317ccb17603dec5ebf2e608d9
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: neutral. 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.
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 14, 2026 | $16.0M | -1.9% | $4.7M |
| Mar 2026filed May 15, 2026 | $17.8M | +12.1% | $4.4M |
| Dec 2025filed Mar 27, 2026 | $17.7M | +12.4% | $4.6M |
| Sep 2025filed Nov 14, 2025 | $16.7M | +8.4% | $4.7M |
| Jun 2025filed Aug 14, 2025 | $16.4M | +12.4% | $4.1M |
| Mar 2025filed May 15, 2025 | $15.9M | +12.0% | $3.5M |
| Dec 2024filed Mar 28, 2025 | $15.7M | +9.7% | $4.1M |
| Sep 2024filed Nov 14, 2024 | $15.4M | +13.6% | $3.1M |
| Fiscal year | Revenue | YoY | Net income |
|---|---|---|---|
| Dec 2025filed Mar 27, 2026 | $68.8M | +15.4% | $17.0M |
| Dec 2024filed Mar 28, 2025 | $59.6M | +14.6% | $12.8M |
| Dec 2023filed Mar 29, 2024 | $52.0M | +20.3% | $13.4M |
| Dec 2022filed Mar 27, 2023 | $43.2M | +7.5% | $13.7M |
| Dec 2021filed Mar 24, 2022 | $40.2M | +3.3% | $13.1M |
| Dec 2020filed Mar 26, 2021 | $38.9M | +5.4% | $10.8M |
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
228,305 shares short
-20,644 shares (-8.3%) vs Oct 15, 2026
4.6% of the stored float. Published Nov 10, 2026.
Settlement Oct 15, 2026
248,949 shares short
-2,245 shares (-0.9%) vs Sep 30, 2026
5% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
251,194 shares short
+9,768 shares (+4%) vs Sep 15, 2026
5.2% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
241,426 shares short
-20,693 shares (-7.9%) vs Aug 31, 2026
5% of the stored float. Published Sep 24, 2026.
Settlement Aug 31, 2026
262,119 shares short
+29,896 shares (+12.9%) vs Aug 14, 2026
5.5% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
232,223 shares short
-20,303 shares (-8%) vs Jul 31, 2026
Published Aug 25, 2026.
Settlement Jul 31, 2026
252,526 shares short
-20,407 shares (-7.5%) vs Jul 15, 2026
Published Aug 11, 2026.
Settlement Jul 15, 2026
272,933 shares short
+44,298 shares (+19.4%) vs Jun 30, 2026
Published Jul 24, 2026.
Settlement Jun 30, 2026
228,635 shares short
+133,384 shares (+140%) vs Jun 15, 2026
Published Jul 10, 2026.
Settlement Jun 15, 2026
95,251 shares short
+6,052 shares (+6.8%) vs May 29, 2026
Published Jun 25, 2026.
Settlement May 29, 2026
89,199 shares short
+4,486 shares (+5.3%) vs May 15, 2026
Published Jun 9, 2026.
Settlement May 15, 2026
84,713 shares short
Published May 27, 2026.
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 |
|---|---|---|
| Oct 15, 2026 | Cash dividend | USD 0.26 per shareRecorded pay date: Nov 1, 2026 (past date) |
| Jul 15, 2026 | Cash dividend | USD 0.25 per shareRecorded pay date: Aug 1, 2026 (past date) |
| Apr 24, 2026 | Cash dividend | USD 0.25 per shareRecorded pay date: May 1, 2026 (past date) |
| Jan 15, 2026 | Cash dividend | USD 0.25 per shareRecorded pay date: Feb 1, 2026 (past date) |
| Oct 15, 2025 | Cash dividend | USD 0.25 per shareRecorded pay date: Nov 1, 2025 (past date) |
| Jul 15, 2025 | Cash dividend | USD 0.24 per shareRecorded pay date: Aug 1, 2025 (past date) |
| Apr 15, 2025 | Cash dividend | USD 0.24 per shareRecorded pay date: May 1, 2025 (past date) |
| Jan 15, 2025 | Cash dividend | USD 0.24 per shareRecorded pay date: Feb 1, 2025 (past date) |
| Oct 15, 2024 | Cash dividend | USD 0.24 per shareRecorded pay date: Nov 1, 2024 (past date) |
| Jul 15, 2024 | Cash dividend | USD 0.23 per shareRecorded pay date: Aug 1, 2024 (past date) |
| Apr 12, 2024 | Cash dividend | USD 0.23 per shareRecorded pay date: May 1, 2024 (past date) |
| Jan 11, 2024 | Cash dividend | USD 0.23 per shareRecorded pay date: Feb 1, 2024 (past date) |
| Oct 12, 2023 | Cash dividend | USD 0.23 per shareRecorded pay date: Nov 1, 2023 (past date) |
| Jul 13, 2023 | Cash dividend | USD 0.23 per shareRecorded pay date: Aug 1, 2023 (past date) |
| Apr 13, 2023 | Cash dividend | USD 0.23 per shareRecorded pay date: May 1, 2023 (past date) |
| Jan 12, 2023 | Cash dividend | USD 0.23 per shareRecorded pay date: Feb 1, 2023 (past date) |
| Oct 13, 2022 | Cash dividend | USD 0.23 per shareRecorded pay date: Nov 1, 2022 (past date) |
| Jul 14, 2022 | Cash dividend | USD 0.23 per shareRecorded pay date: Aug 1, 2022 (past date) |
| Apr 13, 2022 | Cash dividend | USD 0.23 per shareRecorded pay date: May 1, 2022 (past date) |
| Jan 13, 2022 | Cash dividend | USD 0.22 per shareRecorded pay date: Feb 1, 2022 (past date) |
| Oct 14, 2021 | Cash dividend | USD 0.22 per shareRecorded pay date: Nov 1, 2021 (past date) |
| Jul 14, 2021 | Cash dividend | USD 0.22 per shareRecorded pay date: Aug 1, 2021 (past date) |
| Apr 14, 2021 | Cash dividend | USD 0.22 per shareRecorded pay date: May 1, 2021 (past date) |
| Jan 14, 2021 | Cash dividend | USD 0.19 per shareRecorded pay date: Feb 1, 2021 (past date) |
| Oct 14, 2020 | Cash dividend | USD 0.19 per shareRecorded pay date: Nov 1, 2020 (past date) |
| Jul 14, 2020 | Cash dividend | USD 0.19 per shareRecorded pay date: Aug 1, 2020 (past date) |
| Apr 14, 2020 | Cash dividend | USD 0.19 per shareRecorded pay date: May 1, 2020 (past date) |
| Jan 14, 2020 | Cash dividend | USD 0.19 per shareRecorded pay date: Feb 1, 2020 (past date) |
| Oct 11, 2019 | Cash dividend | USD 0.19 per shareRecorded pay date: Nov 1, 2019 (past date) |
| Jul 12, 2019 | Cash dividend | USD 0.19 per shareRecorded pay date: Aug 1, 2019 (past date) |
| Apr 12, 2019 | Cash dividend | USD 0.19 per shareRecorded pay date: May 1, 2019 (past date) |
| Jan 14, 2019 | Cash dividend | USD 0.19 per shareRecorded pay date: Feb 1, 2019 (past date) |
| Oct 12, 2018 | Cash dividend | USD 0.19 per shareRecorded pay date: Nov 1, 2018 (past date) |
| Jul 12, 2018 | Cash dividend | USD 0.19 per shareRecorded pay date: Aug 1, 2018 (past date) |
| Apr 12, 2018 | Cash dividend | USD 0.17 per shareRecorded pay date: May 1, 2018 (past date) |
| Jan 11, 2018 | Cash dividend | USD 0.17 per shareRecorded pay date: Feb 1, 2018 (past date) |
| Oct 12, 2017 | Cash dividend | USD 0.17 per shareRecorded pay date: Nov 1, 2017 (past date) |
| Jul 12, 2017 | Cash dividend | USD 0.17 per shareRecorded pay date: Aug 1, 2017 (past date) |
| Apr 11, 2017 | Cash dividend | USD 0.17 per shareRecorded pay date: May 1, 2017 (past date) |
| Jan 11, 2017 | Cash dividend | USD 0.16 per shareRecorded pay date: Feb 1, 2017 (past date) |
| Oct 12, 2016 | Cash dividend | USD 0.16 per shareRecorded pay date: Nov 1, 2016 (past date) |
| Jul 13, 2016 | Cash dividend | USD 0.16 per shareRecorded pay date: Aug 1, 2016 (past date) |
| Apr 13, 2016 | Cash dividend | USD 0.16 per shareRecorded pay date: May 1, 2016 (past date) |
| Jan 13, 2016 | Cash dividend | USD 0.16 per shareRecorded pay date: Feb 1, 2016 (past date) |
| Oct 13, 2015 | Cash dividend | USD 0.16 per shareRecorded pay date: Nov 1, 2015 (past date) |
| Jul 13, 2015 | Cash dividend | USD 0.16 per shareRecorded pay date: Aug 1, 2015 (past date) |
| Apr 13, 2015 | Cash dividend | USD 0.16 per shareRecorded pay date: May 1, 2015 (past date) |
| Jan 13, 2015 | Cash dividend | USD 0.16 per shareRecorded pay date: Feb 1, 2015 (past date) |
| Oct 10, 2014 | Cash dividend | USD 0.16 per shareRecorded pay date: Nov 1, 2014 (past date) |
| Jul 11, 2014 | Cash dividend | USD 0.16 per shareRecorded pay date: Aug 1, 2014 (past date) |
| Apr 11, 2014 | Cash dividend | USD 0.16 per shareRecorded pay date: May 1, 2014 (past date) |
| Jan 13, 2014 | Cash dividend | USD 0.14 per shareRecorded pay date: Feb 1, 2014 (past date) |
| Oct 10, 2013 | Cash dividend | USD 0.14 per shareRecorded pay date: Nov 1, 2013 (past date) |
| Jul 11, 2013 | Cash dividend | USD 0.14 per shareRecorded pay date: Aug 1, 2013 (past date) |
| Apr 11, 2013 | Cash dividend | USD 0.14 per shareRecorded pay date: May 1, 2013 (past date) |
| Jan 11, 2013 | Cash dividend | USD 0.14 per shareRecorded pay date: Feb 1, 2013 (past date) |
| Oct 11, 2012 | Cash dividend | USD 0.14 per shareRecorded pay date: Nov 1, 2012 (past date) |
| Jul 11, 2012 | Cash dividend | USD 0.14 per shareRecorded pay date: Aug 1, 2012 (past date) |
| Apr 11, 2012 | Cash dividend | USD 0.14 per shareRecorded pay date: May 1, 2012 (past date) |
| Jan 11, 2012 | Cash dividend | USD 0.14 per shareRecorded pay date: Feb 1, 2012 (past date) |
| Oct 12, 2011 | Cash dividend | USD 0.14 per shareRecorded pay date: Nov 1, 2011 (past date) |
| Jul 13, 2011 | Cash dividend | USD 0.14 per shareRecorded pay date: Aug 1, 2011 (past date) |
| Apr 13, 2011 | Cash dividend | USD 0.14 per shareRecorded pay date: May 1, 2011 (past date) |
| Jan 12, 2011 | Cash dividend | USD 0.12 per shareRecorded pay date: Feb 1, 2011 (past date) |
| Oct 13, 2010 | Cash dividend | USD 0.12 per shareRecorded pay date: Nov 1, 2010 (past date) |
| Jul 13, 2010 | Cash dividend | USD 0.12 per shareRecorded pay date: Aug 1, 2010 (past date) |
| Apr 13, 2010 | Cash dividend | USD 0.12 per shareRecorded pay date: May 1, 2010 (past date) |
| Jan 22, 2010 | Cash dividend | USD 0.12 per shareRecorded pay date: Feb 1, 2010 (past date) |
| Oct 13, 2009 | Cash dividend | USD 0.12 per shareRecorded pay date: Nov 1, 2009 (past date) |
| Jul 13, 2009 | Cash dividend | USD 0.12 per shareRecorded pay date: Aug 1, 2009 (past date) |
| Apr 13, 2009 | Cash dividend | USD 0.12 per shareRecorded pay date: May 1, 2009 (past date) |
| Jan 13, 2009 | Cash dividend | USD 0.17 per shareRecorded pay date: Feb 1, 2009 (past date) |
| Oct 10, 2008 | Cash dividend | USD 0.17 per shareRecorded pay date: Nov 1, 2008 (past date) |
| Jul 17, 2008 | Cash dividend | USD 0.17 per shareRecorded pay date: Aug 1, 2008 (past date) |
| Apr 11, 2008 | Cash dividend | USD 0.17 per shareRecorded pay date: May 1, 2008 (past date) |
| Jan 11, 2008 | Cash dividend | USD 0.17 per shareRecorded pay date: Feb 1, 2008 (past date) |
| Oct 11, 2007 | Cash dividend | USD 0.17 per shareRecorded pay date: Nov 1, 2007 (past date) |
| Jul 11, 2007 | Cash dividend | USD 0.17 per shareRecorded pay date: Aug 1, 2007 (past date) |
| Jul 11, 2007 | Forward split | 21 for 20Each 20 pre-split shares become 21 post-split shares. |
| Apr 11, 2007 | Cash dividend | USD 0.17 per shareRecorded pay date: May 1, 2007 (past date) |
| Jan 10, 2007 | Cash dividend | USD 0.17 per shareRecorded pay date: Feb 1, 2007 (past date) |
| Oct 11, 2006 | Cash dividend | USD 0.17 per shareRecorded pay date: Nov 1, 2006 (past date) |
| Jul 12, 2006 | Cash dividend | USD 0.17 per shareRecorded pay date: Aug 1, 2006 (past date) |
| Apr 11, 2006 | Cash dividend | USD 0.17 per shareRecorded pay date: May 1, 2006 (past date) |
| Jan 11, 2006 | Cash dividend | USD 0.17 per shareRecorded pay date: Feb 1, 2006 (past date) |
| Oct 12, 2005 | Cash dividend | USD 0.17 per shareRecorded pay date: Nov 1, 2005 (past date) |
| Jul 13, 2005 | Cash dividend | USD 0.17 per shareRecorded pay date: Aug 1, 2005 (past date) |
| Jun 13, 2005 | Forward split | 21 for 20Each 20 pre-split shares become 21 post-split shares. |
| Apr 13, 2005 | Cash dividend | USD 0.17 per shareRecorded pay date: May 1, 2005 (past date) |
| Jan 12, 2005 | Cash dividend | USD 0.17 per shareRecorded pay date: Feb 1, 2005 (past date) |
| Oct 13, 2004 | Cash dividend | USD 0.17 per shareRecorded pay date: Nov 1, 2004 (past date) |
| Jul 13, 2004 | Cash dividend | USD 0.17 per shareRecorded pay date: Aug 1, 2004 (past date) |
| Apr 13, 2004 | Cash dividend | USD 0.17 per shareRecorded pay date: May 1, 2004 (past date) |
| Jan 13, 2004 | Cash dividend | USD 0.17 per shareRecorded pay date: Feb 1, 2004 (past date) |
| Jan 14, 2003 | Forward split | 21 for 20Each 20 pre-split shares become 21 post-split shares. |
| Jan 28, 1999 | Forward split | 21 for 20Each 20 pre-split shares become 21 post-split shares. |
| Jun 2, 1998 | Forward split | 2 for 1Each 1 pre-split share becomes 2 post-split shares. |
| Jan 14, 1997 | Forward split | 21 for 20Each 20 pre-split shares become 21 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 CMTV is in your portfolio and how much it contributes.
Sign in4 smart-money holders: institutions with a high Holder IQ
Sentiment: neutral
Last trade: buy 10 days ago
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
Stored recent-activity label: neutral. 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: 5
48 filers reported a long position in CMTV for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
89.7%
of the 1.9M shares 13-F filers reported
Moves vs Q1 2026
5 added3 trimmed
2 new
Net shares held
+67.8%
across the 8 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | Community Financial Services Group, LLC | $27.3M · 696.5K shares | 696.5K | New |
| 2 | BlackRock, Inc. | $12.9M · 330.2K shares | 330.2K | +368.7% |
| 3 | Vanguard Capital Management LLC | $8.8M · 225K shares | 225K | -4% |
| 4 | Geode Capital Management, LLC | $5.1M · 129.6K shares | 129.6K | +102.8% |
| 5 | Manufacturers Life Insurance Company, the | $2.5M · 63.2K shares | 63.2K | +2.4% |
| 6 | Silverlake Wealth Management LLC | $2.4M · 62.4K shares | 62.4K | -0.5% |
| 7 | State Street Corp | $2.2M · 56.2K shares | 56.2K | +488% |
| 8 | Alliancebernstein L.P. | $1.9M · 60.4K shares | 60.4K | -2.8% |
| 9 | Northern Trust Corp | $1.5M · 39K shares | 39K | +266.1% |
| 10 | Vanguard Portfolio Management LLC | $1.3M · 34.5K shares | 34.5K | New |
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 CMTV 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 | 5.9% |
| Mar 16, 2026 | Zucker Anita G13D · activist · amended | 4.9%under 5% |
How much of CMTV’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 2026-11-13T15:43:38.150Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| -0.96% | -1.05% | -0.71% | +0.80% | |
| -1.79% | +0.36% | -0.95% | -1.19% | |
| +2.58% | +0.43% | -0.01% | +2.16% | |
| -0.77% | +0.49% | +0.42% | -1.68% | |
| +4.83% | -1.09% | +1.89% | +4.03% | |
| -2.58% | -0.46% | +1.03% | -3.15% | |
| -0.33% | +0.50% | +0.46% | -1.29% | |
| -0.66% | +0.68% | -0.09% | -1.25% | |
| -0.98% | +0.37% | -0.76% | -0.59% | |
| +1.71% | -0.46% | +3.16% | -0.99% | |
| -0.47% | -1.77% | +0.68% | +0.62% | |
| +2.18% | -0.24% | -1.50% | +3.92% | |
| +0.55% | +0.35% | -2.00% | +2.20% | |
| +6.54% | +1.75% | -0.85% | +5.64% | |
| +1.74% | -3.95% | +2.85% | +2.84% | |
| +0.51% | +0.71% | -4.29% | +4.09% | |
| +0.40% | +2.42% | +4.56% | -6.57% | |
| -0.02% | -0.29% | +0.29% | -0.02% | |
| +1.02% | +1.19% | +1.54% | -1.72% | |
| +2.71% | -0.45% | -0.01% | +3.16% |
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.
Community Bancorp. Common Stock · Direct · Non-derivative shares
12,500 shares in the latest stored filing
Filed · report period Nov 2, 2026 · Form 4. Source: SEC filing 0001654954-26-009444. Quantities are reported units, not currency or market value.
SEC identifiers: name as filed Caldwell Christopher L. · reporting-owner CIK 0001564534 · issuer CIK 0000718413
Source: stored SEC Forms 3/4/5 ownership records filed Feb 25, 2025 to Nov 3, 2026; read Nov 13, 2026, 3:43 PM UTC. Exact quantities and each accession are below. A single dot is one observation, not a trend.
· 12,500 shares in stored record · Direct
Report period Nov 2, 2026 · Form 4 · balance after the filing’s transactions. SEC 0001654954-26-009444
· 12,000 shares in stored record · Direct
Report period Apr 6, 2026 · Form 4 · balance after the filing’s transactions. SEC 0001654954-26-003269
· 11,000 shares in stored record · Direct
Report period Feb 2, 2026 · Form 4 · balance after the filing’s transactions. SEC 0001654954-26-000843
· 9,000 shares in stored record · Direct
Report period Aug 11, 2025 · Form 4 · balance after the filing’s transactions. SEC 0001654954-25-009433
· 8,000 shares in stored record · Direct
Report period Feb 25, 2025 · Form 4 · balance after the filing’s transactions. SEC 0001654954-25-001903
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, 3:43 PM UTC. Latest 240 stored rows, up to 24 distinct reporting-owner positions. The stored sample need not be a complete ownership history. No holdings or account data about the reader enters this public evidence.
1Y price return +109.3%
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
Below median holder quality (percentile 29.9 this quarter).
Buying read. Last 180 days of filings: 2 purchases, 0 sales. Open-market net over the last 90 days: +$21.5K.
Late Form 4 filing
Size: smaller than its sector's cap-weighted average. In standard-deviation units; stock exposure, not your portfolio weight.