Tompkins Financial Ownership

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

Recent Insider Transactions

NYSEAM:TMP Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
07 Jan 25	BuyUS$19,183	Angela Lee	Individual	286	US$67.07
07 Jan 25	BuyUS$17,640	Patricia Johnson	Individual	263	US$67.07
29 Aug 24	BuyUS$7,781	John McClurg	Individual	127	US$61.26
11 Jul 24	SellUS$5,100	Stacie Mastin	Individual	100	US$51.00
16 May 24	BuyUS$47,910	Janet Coletti	Individual	1,000	US$47.91

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of TMP?
Owner Type	Number of Shares	Ownership Percentage
State or Government	10,090	0.0699%
Individual Insiders	584,890	4.05%
Employee Share Scheme	766,558	5.31%
Private Companies	1,181,017	8.18%
General Public	2,326,769	16.1%
Institutions	9,564,779	66.3%

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

Top Shareholders

Top 25 shareholders own 71.77% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.9%	BlackRock, Inc.	2,007,953	US$116.6m	1.21%	no data
9.07%	State Street Global Advisors, Inc.	1,309,002	US$76.0m	0.86%	no data
9.05%	The Vanguard Group, Inc.	1,305,903	US$75.9m	0.32%	no data
8.18%	Tompkins Community Bank	1,181,017	US$68.6m	0%	no data
8.04%	Tompkins Investment Services	1,159,812	US$67.4m	1.67%	6.66%
5.31%	Tompkins Financial Corporation., ESOP	766,558	US$44.5m	0%	no data
4.14%	Dimensional Fund Advisors LP	597,602	US$34.7m	-0.2%	0.01%
2.02%	Geode Capital Management, LLC	291,203	US$16.9m	-0.04%	no data
1.01%	Northern Trust Global Investments	145,899	US$8.5m	2.45%	no data
0.96%	Michael Spain	137,851	US$8.0m	-22.7%	no data
0.94%	Charles Schwab Investment Management, Inc.	135,886	US$7.9m	0%	no data
0.94%	BNY Asset Management	135,613	US$7.9m	20.3%	no data
0.86%	American Century Investment Management Inc	123,654	US$7.2m	50.2%	no data
0.85%	Cornell Pochily Investment Advisors, Inc.	122,136	US$7.1m	-0.46%	2.6%
0.78%	Hotchkis and Wiley Capital Management, LLC	111,990	US$6.5m	-2.69%	0.02%
0.72%	ProShare Advisors LLC	103,827	US$6.0m	-16.7%	0.01%
0.68%	JPMorgan Chase & Co, Brokerage and Securities Investments	98,627	US$5.7m	92.1%	no data
0.67%	Eaton Vance Management	96,308	US$5.6m	32%	no data
0.65%	Morgan Stanley, Investment Banking and Brokerage Investments	93,519	US$5.4m	-1.49%	no data
0.61%	Ullman John & Associates Inc	88,065	US$5.1m	-27.1%	0.84%
0.58%	Stephen Romaine	83,977	US$4.9m	0.46%	no data
0.52%	James Fulmer	75,549	US$4.4m	0%	no data
0.49%	UBS Asset Management AG	70,973	US$4.1m	8.75%	no data
0.42%	Principal Global Investors, LLC	60,723	US$3.5m	2.81%	no data
0.39%	John Alexander	56,080	US$3.3m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/04/23 22:28
End of Day Share Price	2025/04/23 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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

Tompkins Financial Corporation is covered by 6 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Christopher McGratty	Keefe, Bruyette, & Woods
Timothy Switzer	Keefe, Bruyette, & Woods
John Moran	Macquarie Research