Preferred Bank Ownership

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


Recent Insider Transactions

NasdaqGS:PFBC Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
10 Dec 24SellUS$94,000Wayne WuIndividual1,000US$94.00
25 Nov 24SellUS$243,045Nick PiIndividual2,455US$99.00
22 Nov 24SellUS$96,000Wellington ChenIndividual1,000US$96.00
14 Nov 24SellUS$94,260Wellington ChenIndividual1,000US$94.26
13 Nov 24SellUS$57,600Edward CzajkaIndividual600US$96.00
13 Nov 24SellUS$813,028Li YuIndividual8,508US$95.58
12 Nov 24SellUS$1,632,166Li YuIndividual16,982US$96.43
06 Nov 24SellUS$426,214Li YuIndividual4,449US$95.80
06 Nov 24SellUS$192,060Clark HsuIndividual2,000US$96.03
30 Oct 24SellUS$129,000Johnny HsuIndividual1,500US$86.00
28 Oct 24SellUS$127,500Johnny HsuIndividual1,500US$85.00
15 Aug 24SellUS$55,055Edward CzajkaIndividual700US$78.65
31 Jul 24SellUS$262,500Gary NunnellyIndividual3,000US$87.50
31 Jul 24SellUS$704,104Li YuIndividual8,000US$88.01
16 Jul 24SellUS$82,000Wellington ChenIndividual1,000US$82.00
17 May 24SellUS$40,349Clark HsuIndividual500US$80.70
17 May 24SellUS$322,380Wellington ChenIndividual4,000US$80.60
15 May 24SellUS$1,600,000Li YuIndividual20,000US$80.00
13 May 24SellUS$39,405Clark HsuIndividual500US$78.81
03 May 24BuyUS$115,537Li YuIndividual1,477US$78.22
03 May 24SellUS$79,318Clark HsuIndividual1,000US$79.32
01 May 24SellUS$70,272Edward CzajkaIndividual900US$78.08
01 May 24SellUS$1,543,260Li YuIndividual20,000US$77.16
26 Apr 24SellUS$448,384Li YuIndividual5,849US$76.66
06 Mar 24SellUS$526,462Nick PiIndividual6,973US$75.50
04 Mar 24SellUS$132,878Johnny HsuIndividual1,819US$73.05

Insider Trading Volume

Insider Buying: PFBC insiders have only sold shares in the past 3 months.


Ownership Breakdown

What is the ownership structure of PFBC?
Owner TypeNumber of SharesOwnership Percentage
State or Government3,4010.0256%
Private Companies21,2110.16%
General Public805,0906.07%
Individual Insiders1,013,2677.64%
Institutions11,424,88386.1%

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


Top Shareholders

Top 25 shareholders own 68.16% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.99%
BlackRock, Inc.
1,324,964US$113.9m-0.02%no data
8.69%
T. Rowe Price Group, Inc.
1,153,578US$99.2m4.32%0.01%
6.69%
The Vanguard Group, Inc.
888,226US$76.4m1.84%no data
5.08%
Dimensional Fund Advisors LP
674,243US$58.0m-0.9%0.01%
4.99%
Li Yu
662,308US$56.9m-5.42%no data
4.47%
State Street Global Advisors, Inc.
592,566US$50.9m0.4%no data
3.94%
Boston Partners Global Investors, Inc.
522,807US$44.9m15.1%0.03%
3.13%
Charles Schwab Investment Management, Inc.
415,722US$35.7m1.73%0.01%
2.66%
Geode Capital Management, LLC
352,597US$30.3m3.61%no data
2.29%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
303,781US$26.1m-0.17%0.01%
1.76%
HSBC Global Asset Management (UK) Limited
233,370US$20.1m0.62%0.01%
1.32%
Northern Trust Global Investments
175,271US$15.1m-2.39%no data
1.3%
Goldman Sachs Group, Investment Banking and Securities Investments
172,835US$14.9m41.7%0.01%
1.26%
LSV Asset Management
167,233US$14.4m-2.39%0.03%
1.23%
Nuveen Investments, Inc.
163,535US$14.1m-26.1%0.04%
1.11%
BNY Asset Management
147,666US$12.7m-6.76%no data
1.04%
American Century Investment Management Inc
137,973US$11.9m-32.5%0.01%
1.03%
Phocas Financial Corporation
135,996US$11.7m-5.76%1.6%
0.91%
Hotchkis and Wiley Capital Management, LLC
120,700US$10.4m-4.81%0.03%
0.89%
Goldman Sachs Asset Management, L.P.
118,174US$10.2m14.4%no data
0.89%
Stieven Capital Advisors, L.P.
117,621US$10.1m-33.7%1.83%
0.88%
Eaton Vance Management
117,248US$10.1m-6.54%no data
0.88%
Invesco Capital Management LLC
116,167US$10.0m3.33%no data
0.86%
Millennium Management LLC
114,712US$9.9m29.1%0.01%
0.86%
Bridgeway Capital Management, LLC
113,567US$9.8m4.18%0.16%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 00:21
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 here.

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 .

Analyst Sources

Preferred Bank is covered by 15 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Stephen MossB. Riley Securities, Inc.
null nullD.A. Davidson & Co.
Gary TennerD.A. Davidson & Co.