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
28 May 26	BuyUS$2,909	Allison Lafferty	Individual	87	US$33.44
26 May 26	SellUS$12,664	Donald Barton	Individual	375	US$33.77
12 May 26	BuyUS$6,500	H. Holder	Individual	200	US$32.50
05 May 26	BuyUS$5,974	Allison Lafferty	Individual	180	US$33.19
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

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	0.398%
Individual Insiders	1,140,244	13.8%
Institutions	2,813,293	34%
General Public	4,288,051	51.8%

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

Top Shareholders

Top 25 shareholders own 39.52% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
5.16%	BlackRock, Inc.	427,315	US$14.6m	-10.1%	no data
4.97%	Fourthstone LLC	411,189	US$14.1m	34.6%	1.65%
3.91%	Siena Capital Partners GP, LLC	323,187	US$11.1m	0%	2.65%
3.85%	Vanguard Capital Management, LLC	318,507	US$10.9m	0%	no data
2.94%	Christopher Courtney	243,647	US$8.3m	3.11%	no data
1.91%	Dimensional Fund Advisors LP	158,145	US$5.4m	11.2%	no data
1.89%	Geode Capital Management, LLC	156,344	US$5.3m	-2.03%	no data
1.85%	H. Holder	152,876	US$5.2m	0.13%	no data
1.7%	Cresset Asset Management, LLC	140,282	US$4.8m	0%	0.02%
1.44%	James Gilbert	118,749	US$4.1m	-21.7%	no data
1.28%	State Street Global Advisors, Inc.	106,149	US$3.6m	6.98%	no data
0.93%	Bridgeway Capital Management, LLC	76,894	US$2.6m	-4.94%	0.03%
0.92%	Michael Rodrigues	76,432	US$2.6m	2.11%	no data
0.79%	Janet Pelton	65,000	US$2.2m	0%	no data
0.76%	Daniel Leonard	62,598	US$2.1m	0.6%	no data
0.74%	Richard McCarty	60,932	US$2.1m	7.44%	no data
0.6%	Northern Trust Global Investments	49,287	US$1.7m	9.87%	no data
0.54%	Cetera Investment Advisers LLC	45,014	US$1.5m	0.02%	no data
0.52%	Vanguard Fiduciary Trust Company	43,179	US$1.5m	-0.11%	no data
0.5%	Catherine Ghan	41,176	US$1.4m	3.28%	no data
0.49%	Russell Stahl	40,796	US$1.4m	2.84%	no data
0.48%	Jeffrey Gall	39,985	US$1.4m	2.68%	no data
0.48%	Vanguard Portfolio Management, LLC	39,472	US$1.4m	0%	no data
0.45%	Gary Stephens	37,517	US$1.3m	3.45%	no data
0.43%	Renaissance Technologies LLC	35,375	US$1.2m	42.8%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/06/08 04:04
End of Day Share Price	2026/06/05 00:00
Earnings	2026/03/31
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.