Oak Valley Bancorp Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:OVLY Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
27 Feb 26	BuyUS$16,492	Allison Lafferty	Individual	506	US$32.75
13 Feb 26	BuyUS$8,307	Erich Haidlen	Individual	250	US$33.62
13 Feb 26	BuyUS$9,991	Terrance Withrow	Individual	297	US$33.64
25 Nov 25	BuyUS$11,860	Allison Lafferty	Individual	417	US$28.53
25 Nov 25	BuyUS$2,069	Allison Lafferty	Individual	72	US$28.74
28 Oct 25	BuyUS$27,500	Gary Strong	Individual	1,000	US$27.50
14 Aug 25	BuyUS$18,849	Allison Lafferty	Individual	688	US$27.71
08 Aug 25	BuyUS$7,903	Terrance Withrow	Individual	294	US$26.88
08 Aug 25	BuyUS$6,617	Erich Haidlen	Individual	245	US$27.24
01 Aug 25	BuyUS$26,200	Daniel Leonard	Individual	1,000	US$26.20
30 Jul 25	BuyUS$13,500	H. Holder	Individual	500	US$27.00
27 May 25	BuyUS$49,660	H. Holder	Individual	2,000	US$24.83
01 May 25	BuyUS$19,437	Janet Pelton	Individual	747	US$26.19
29 Apr 25	BuyUS$106,692	Janet Pelton	Individual	4,253	US$25.76
28 Apr 25	SellUS$9,960	Donald Barton	Individual	400	US$24.90
24 Apr 25	BuyUS$9,809	Christopher Courtney	Individual	400	US$24.54
23 Apr 25	BuyUS$10,681	Allison Lafferty	Individual	412	US$26.22

Insider Trading Volume

Insider Buying: OVLY insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of OVLY?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	32,905	0.399%
Individual Insiders	1,172,682	14.2%
Institutions	2,736,003	33.1%
General Public	4,313,924	52.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 39.84% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
5.76%	BlackRock, Inc.	475,369	US$15.1m	-0.05%	no data
4.88%	The Vanguard Group, Inc.	402,627	US$12.8m	-0.44%	no data
3.91%	Siena Capital Partners GP, LLC	323,187	US$10.3m	-9.87%	2.74%
3.7%	Fourthstone LLC	305,401	US$9.7m	84.1%	1.28%
2.95%	Christopher Courtney	243,647	US$7.7m	3.11%	no data
1.93%	Geode Capital Management, LLC	159,581	US$5.1m	-0.55%	no data
1.85%	H. Holder	152,676	US$4.8m	0%	no data
1.84%	James Gilbert	151,654	US$4.8m	0%	no data
1.72%	Dimensional Fund Advisors LP	142,280	US$4.5m	6.3%	no data
1.7%	Cresset Asset Management, LLC	140,282	US$4.5m	0%	0.02%
1.2%	State Street Global Advisors, Inc.	99,225	US$3.2m	0.82%	no data
0.98%	Bridgeway Capital Management, LLC	80,894	US$2.6m	-25.1%	0.04%
0.93%	Michael Rodrigues	76,432	US$2.4m	2.11%	no data
0.79%	Janet Pelton	65,000	US$2.1m	0%	no data
0.75%	Daniel Leonard	62,223	US$2.0m	0%	no data
0.74%	Richard McCarty	60,932	US$1.9m	7.44%	no data
0.55%	Cetera Investment Advisers LLC	45,003	US$1.4m	-0.8%	no data
0.54%	Northern Trust Global Investments	44,859	US$1.4m	-9.18%	no data
0.5%	Catherine Ghan	41,176	US$1.3m	3.28%	no data
0.49%	Russell Stahl	40,796	US$1.3m	2.84%	no data
0.48%	Jeffrey Gall	39,985	US$1.3m	2.68%	no data
0.45%	Gary Stephens	37,517	US$1.2m	3.45%	no data
0.4%	A. L. Gilbert Company	32,905	US$1.0m	0%	no data
0.4%	FMR LLC	32,712	US$1.0m	17.9%	no data
0.4%	The Goldman Sachs Group, Inc.	32,614	US$1.0m	26.5%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/03/16 21:07
End of Day Share Price	2026/03/13 00:00
Earnings	2025/12/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Oak Valley Bancorp is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.