Report
Jonathan Moreland
EUR 9.38 For Business Accounts Only

InsiderInsights.com Daily Ratings Report: May 5, 2023

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process
Underlyings
BCB Bancorp Inc.

BCB Bancorp is a bank holding company. Through its subsidiary, BCB Community Bank (the Bank), the company provides Federal Deposit Insurance Corporation (FDIC)-insured deposit products and invests funds held in deposit accounts at the Bank, together with funds generated from operations, in loans and investment securities. The company also provides loans to its customers, including commercial and multi-family real estate loans, one- to four-family mortgage loans, commercial business loans, construction loans, home equity loans, and consumer loans. The company's deposit instruments include demand, negotiable order of withdrawal, savings and club accounts, money market accounts, and term certificate accounts.

BOK Financial Corporation

BOK Financial is a financial holding company. Through its subsidiaries, the company provides service banking in Oklahoma, Texas, New Mexico, Northwest Arkansas, Colorado, Arizona, and Kansas/Missouri. The company's principal lines of business are: Commercial Banking, which includes lending, treasury and cash management services and customer risk management products; Consumer Banking, which retail lending and deposit services, lending and deposit services; and Wealth Management, which provides fiduciary services, private bank services and investment advisory services, as well as underwrites state and municipal securities and engages in brokerage and trading activities.

Business First Bancshares

Business First Bancshares is a bank holding company. Through its subsidiaries, b1BANK (the Bank), the company provides a range of banking products and services including checking, savings and money market accounts, certificates of deposit, commercial and consumer loans, and other installment and term loans. In addition, the Bank provides its customers wealth management products, drive-through banking facilities, automated teller machines, night depository, personalized checks, credit cards, debit cards, internet banking, electronic funds transfers, domestic and foreign wire transfers, traveler's checks, cash management, vault services, loan and deposit sweep accounts, and lock box services.

Central Valley Community Bancorp

Central Valley Community Bancorp is a bank holding company. Through its subsidiary, Central Valley Community Bank (the Bank), the company provides a range of commercial banking services. The Bank conducts a commercial banking business, which includes accepting demand, savings and time deposits and making commercial, real estate and consumer loans. It also provides domestic and international wire transfer services and provides safe deposit boxes and other customary banking services. The Bank also provides Internet banking, which consists of inquiry, account status, bill paying, account transfers, and cash management. The Bank does not provide trust services or international banking services.

Civista Bancshares

Civista Bancshares is a financial holding company. Through its subsidiary bank, CIVISTA BANK (Civista), the company is engaged in the business of community banking. Civista, located in the Ohio counties of Erie, Crawford, Champaign, Cuyahoga, Franklin, Huron, Logan, Madison, Montgomery, Ottawa, Richland and Summit, in the Indiana counties of Dearborn and Ripley and in the Kentucky county of Kenton, conducts a general banking business that involves collecting customer deposits, making loans, purchasing securities, and providing trust services. The company's loan portfolio includes Commercial and Agricultural, Commercial Real Estate, Residential Real Estate, Real Estate Construction, and Consumer and other.

CrossFirst Bankshares

CrossFirst Bankshares operates as a bank holding company. Through its subsidiaries, the company provides personal banking, wealth management, loans, savings accounts, leasing, retirement plans, investment management, and insurance services to businesses. The company serves customers in the United States.

Enviva Partners LP

FB Financial Corporation

FB Financial is a bank holding company. Through its bank subsidiary, FirstBank (the Bank), the company is engaged in providing a suite of commercial and consumer banking services to clients. The company's commercial lending products include working capital lines of credit, equipment loans, owner-occupied and non-owner-occupied real estate construction loans, mini-perm real estate term loans, and cash flow loans to a mix of clients, including small and medium sized businesses. The company's consumer lending products include first and second residential mortgage loans, home equity lines of credit and consumer installment loans to purchase cars, boats and other recreational vehicles.

Financial Institutions Inc.

Financial Institutions is a financial holding company. Through its subsidiary, Five Star Bank, the company provides a range of banking services to consumer, commercial and municipal customers in Western and Central New York. Through its subsidiary, SDN Insurance Agency, LLC, the company sells various premium-based insurance policies on a commission basis to commercial and consumer customers. Through its subsidiaries, Courier Capital, LLC and HNP Capital, LLC, the company provides customized investment advice, wealth management, investment consulting and retirement plan services to individuals, businesses, institutions, foundations and retirement plans.

First Busey Corporation

First Busey is a financial holding company. Through its subsidiary, Busey Bank, the company conducts a range of financial services. The company has three segments: Banking, which provides banking services to individual and corporate customers through its banking center network in Illinois, St. Louis, MO metropolitan area, southwest Florida and through its banking center in Indianapolis, IN; Remittance Processing, which provides for online bill payments, lockbox and walk-in payments; and Wealth Management, which provides a range of asset management, investment and fiduciary services to individuals, businesses and foundations, tax preparation, philanthropic advisory services and farm and brokerage services.

FIRST NORTHWEST BANCORP

First Northwest is a bank holding company. Through its subsidiary, First Federal Savings and Loan Association of Port Angeles (First Federal), the company provides products and services focused on the lending and depository needs of the communities it serves. First Federal's lending activities are concentrated in real estate secured loans with first lien one- to four-family mortgage, commercial, and multi-family loans. First Federal also makes construction and land loans, commercial business loans, and consumer loans, consisting mainly of automobile loans and home-equity loans and lines of credit. The company's deposit instruments, including checking accounts, savings accounts and certificates of deposit.

German American Bancorp

German American Bancorp is a financial holding company. Through its subsidiaries, the company operates banking offices, investment brokerage, and property and casualty insurance agency. The company's primary segments are: core banking, which involves accepting deposits from the general public and using such funds to originate consumer, commercial and agricultural, commercial and agricultural real estate, and residential mortgage loans; trust and investment advisory services, which involves providing trust, investment advisory, and brokerage services to customers; and insurance operations, which provides a range of personal and corporate property and casualty insurance products.

HARBORONE BANCORP INC NEW

HarborOne Bancorp is a bank holding company. Through its subsidiary, HarborOne Bank (the Bank), the company provides a variety of financial services to individuals and businesses online and through its branches, limited-service branch, and a commercial lending office. The company provides a range of educational services through HarborOne U, with classes on small business, financial literacy and personal enrichment at classroom sites. The company provides a selection of deposit instruments, including noninterest-bearing demand deposits (such as checking accounts), interest-bearing demand accounts (such as NOW and money market accounts), savings accounts and term certificates of deposit.

Heartland Express Inc.

Heartland Express is a holding company. Through its subsidiaries, the company is engaged as a short-to-medium haul truckload carrier. The company primarily provides asset-based dry van truckload service for shippers from Washington to Florida and New England to California. The company also provides temperature-controlled truckload services, which are not significant to its operations. The company operates terminal facilities throughout the contiguous United States in addition to its terminal and corporate headquarters in North Liberty, IA.

Keurig Dr Pepper Inc.

Keurig Dr Pepper is a beverage company with a portfolio of flavored (non-cola) carbonated soft drinks (CSDs), non-carbonated beverages, and is a producer of single serve brewing systems. The company's Coffee Systems segment develops and sells a variety of Keurig brewers, brewer accessories and other coffee-related equipment. The company's Packaged Beverages segment manufactures and distributes packaged beverages of its brands. The company's Beverage Concentrates segment manufactures and sells beverage concentrates. The company's Latin America Beverages segment participates mainly in the carbonated mineral water, flavored CSD, bottled water and vegetable juice categories.

Markel Corporation

Markel is a financial holding company. The company's business operations are: Underwriting, which comprised of risk-bearing insurance and reinsurance operations; Investing, which is primarily related to underwriting operations; Markel Ventures, Inc., includes controlling interests in a portfolio of businesses that operate outside of the specialty insurance marketplace; Insurance-linked securities, which include investment fund managers that provide investment products, including insurance-linked securities, catastrophe bonds, insurance swaps and weather derivatives; and Program services, which serves as a fronting platform that provides access to property and casualty insurance market.

PACIFIC CITY FINANCIAL CORP

Pathfinder Bancorp Inc.

Pathfinder Bancorp is a stock holding company. Through its subsidiary, Pathfinder Bank (the Bank), the company is primarily engaged in the business of accepting deposits from the general public in its market area, and investing such deposits, together with other sources of funds, in loans secured by commercial real estate, residential real estate, small business loans, and consumer loans. The Bank also invests a portion of its assets in a range of debt securities issued by the United States Government and its agencies and sponsored enterprises, state and municipal governments and agencies, and corporations. The company provides a variety of deposits, including checking, and savings, among others.

QCR Holdings Inc.

QCR Holdings is a multi-bank holding company. The company serves the Quad Cities, Cedar Rapids, Waterloo/Cedar Falls, Des Moines/Ankeny and Springfield communities through its wholly-owned banking subsidiaries, which provide commercial and consumer banking and trust and asset management services. In addition, the company engages in direct financing lease contracts through its subsidiary, m2 Lease Funds, LLC. The company's principal business consists of accepting deposits and investing those deposits in loans/leases and securities. The company and its subsidiaries provide a range of commercial and retail lending/leasing and investment services to corporations, partnerships, individuals, and government agencies.

Synovus Financial Corp.

Synovus Financial is a financial services company and a bank holding company. Through its subsidiary bank, Synovus Bank, the company provides commercial banking services and retail banking services. The company's commercial banking services include treasury management, asset management, capital markets services, institutional trust services and commercial, financial and real estate loans. The company's retail banking services include accepting customary types of demand and savings deposits accounts; mortgage, installment and other consumer loans; investment and brokerage services; safe deposit services; automated banking services; automated fund transfers; and Internet-based banking services.

TRUSTCO BANK CORP NY

Zions Bancorporation N.A.

Zions is a commercial bank. The company provides a range of banking and related services, primarily in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The company provides community banking services through its main business lines of small and medium-sized business and corporate banking; commercial and residential development, construction and term lending; retail banking; treasury cash management and related products and services; residential mortgage servicing and lending; trust and wealth management; capital markets activities, including municipal finance advisory and underwriting; and investment activities.

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Jonathan Moreland

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