enterprise bank & trust’s unwavering commitment is to guide people to a lifetime of financial success. we deliver on this promise by: · empowering private businesses to improve their success · helping families to secure their financial futures · investing in our communities to advance quality of life our success is because of our people and culture. we hire the best people in the industry and foster a culture of personal service. this is because we are more than a bank, we are an enterprising financial partner. let’s start a conversation. enterprise financial services corp (nasdaq: efsc) www.enterprisebank.com equal housing lender member fdic
![Enterprise Financial Services logo](/files/LOGO/1025835-EFSC.png)
Company profile
Ticker
EFSC, EFSCP
Exchange
CEO
James Lally
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
ENTERBANK HOLDINGS INC
SEC CIK
Corporate docs
Subsidiaries
Enterprise Real Estate Mortgage Company, LLC • Enterprise IHC, LLC • Enterprise Portfolio Holdings, Inc. ...
IRS number
431706259
EFSC stock data
Latest filings (excl ownership)
10-Q
2024 Q2
Quarterly report
26 Jul 24
8-K
Enterprise Financial Reports Second Quarter 2024 Results
22 Jul 24
8-K
Regulation FD Disclosure
8 May 24
8-K
Submission of Matters to a Vote of Security Holders
6 May 24
10-Q
2024 Q1
Quarterly report
26 Apr 24
8-K
Enterprise Financial Reports First Quarter 2024 Results
22 Apr 24
DEFA14A
Additional proxy soliciting materials
19 Mar 24
DEF 14A
Definitive proxy
19 Mar 24
8-K
Regulation FD Disclosure
13 Mar 24
10-K
2023 FY
Annual report
26 Feb 24
Transcripts
EFSC
Earnings call transcript
2024 Q2
23 Jul 24
EFSC
Earnings call transcript
2024 Q1
23 Apr 24
EFSC
Earnings call transcript
2023 Q4
23 Jan 24
EFSC
Earnings call transcript
2023 Q3
24 Oct 23
EFSC
Earnings call transcript
2023 Q2
25 Jul 23
EFSC
Earnings call transcript
2023 Q1
25 Apr 23
EFSC
Earnings call transcript
2022 Q4
24 Jan 23
EFSC
Earnings call transcript
2022 Q3
25 Oct 22
EFSC
Earnings call transcript
2022 Q2
26 Jul 22
EFSC
Earnings call transcript
2022 Q1
26 Apr 22
Latest ownership filings
4
RICHARD SANBORN
26 Jul 24
144
Notice of proposed sale of securities
25 Jul 24
4
TREASE SANDRA VAN
12 Jul 24
4
RICHARD SANBORN
12 Jul 24
4
Lina A Young
12 Jul 24
4
ROBERT E GUEST JR
12 Jul 24
4
STEPHEN P MARSH
12 Jul 24
4
MICHAEL A DECOLA
12 Jul 24
4
Michael Holmes
12 Jul 24
4
Eloise Schmitz
12 Jul 24
Financial summary
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Diluted EPS |
Annual (USD) | Dec 23 | Dec 22 | Dec 21 | Dec 20 | |
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Revenue | |||||
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Institutional ownership, Q1 2024
70.7% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 202 |
Opened positions | 179 |
Closed positions | 1 |
Increased positions | 5 |
Reduced positions | 8 |
13F shares | Current |
---|---|
Total value | 1.05 tn |
Total shares | 26.52 mm |
Total puts | 4.00 k |
Total calls | 12.70 k |
Total put/call ratio | 0.3 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 3.75 mm | $151.96 bn |
Wellington Management | 2.83 mm | $114.92 bn |
Vanguard | 2.02 mm | $81.95 bn |
Dimensional Fund Advisors | 2.01 mm | $81.63 bn |
Earnest Partners | 1.90 mm | $76.91 bn |
STT State Street | 1.11 mm | $44.83 bn |
Geode Capital Management | 847.56 k | $34.38 bn |
MCQEF Macquarie | 821.59 k | $33.32 bn |
PL Capital Advisors | 703.83 k | $28.55 bn |
William Blair Investment Management | 699.50 k | $28.37 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
25 Jul 24 | Richard Sanborn | Common Stock | Other | Acquire J | Yes | No | 0 | 1,490 | 0.00 | 140,950 |
25 Jul 24 | Richard Sanborn | Common Stock | Other | Dispose J | No | No | 0 | 1,490 | 0.00 | 0 |
25 Jul 24 | Richard Sanborn | Common Stock | Sell | Dispose S | Yes | No | 53.73 | 94,815 | 5.09 mm | 139,460 |
10 Jul 24 | Lyne Andrich | Common Stock | Grant | Acquire A | No | No | 0 | 1,490 | 0.00 | 5,352 |
10 Jul 24 | Kent Nevada A | Common Stock | Grant | Acquire A | No | No | 0 | 1,490 | 0.00 | 8,300 |
10 Jul 24 | Havel James M | Common Stock | Grant | Acquire A | No | No | 0 | 3,105 | 0.00 | 20,972 |
10 Jul 24 | Daniel A Rodrigues | Phantom Stock Common Stock | Grant | Acquire A | No | No | 0 | 1,490 | 0.00 | 6,406 |