AMTBNYSENational Commercial BanksFiscal year ends December 31
Amerant Bancorp Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$28.50−0.46 (-1.59%)
Close on Oct 19, 2026
- Market cap
- $1.13B
- P/E (TTM)
- 20.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
74.5%
29M of 39M shares
Institutional holders
145
21 new, 23 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
3 buys · 0 sales
Net bought $143.01K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wellington Management Group LLP | 5,642,703 | 13.65% | 13G (passive) amendment | Sep 30, 2024 |
| BlackRock, Inc. | 2,755,001 | 7.20% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AMTB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Wellington Management Group Llp | 5,392,594 | 13.76% | $137.62M | −137,752 | 0.02% |
| BlackRock, Inc. | 2,828,855 | 7.22% | $72.19M | +31,797 | 0.00% |
| Manufacturers Life Insurance Company, The | 2,176,661 | 5.55% | $246.27K | +2,166,443 | 0.00% |
| Patriot Financial Partners GP II, L.P. | 2,007,283 | 5.12% | $51.23M | −250,000 | 13.09% |
| North Reef Capital Management LP | 1,855,507 | 4.73% | $47.35M | +695,019 | 1.82% |
| Vanguard Capital Management LLC | 1,646,945 | 4.20% | $42.03M | −126,078 | 0.00% |
| Dimensional Fund Advisors LP | 1,565,026 | 3.99% | $39.94M | +176,100 | 0.01% |
| State Street Corp | 1,263,067 | 3.22% | $32.23M | +125,946 | 0.00% |
| Geode Capital Management, LLC | 922,817 | 2.35% | $23.56M | +7,121 | 0.00% |
| American Century Companies Inc | 846,437 | 2.16% | $21.60M | +318,197 | 0.01% |
| Two Sigma Investments, LP | 700,533 | 1.79% | $17.88M | +259,986 | 0.01% |
| Basswood Capital Management, L.L.C. | 497,159 | 1.27% | $12.69M | New | 0.51% |
| Hotchkis & Wiley Capital Management LLC | 472,648 | 1.21% | $12.06M | +1,970 | 0.04% |
| Vanguard Portfolio Management LLC | 427,065 | 1.09% | $10.90M | +8,520 | 0.00% |
| Maltese Capital Management LLC | 420,000 | 1.07% | $10.72M | −72,500 | 1.95% |
| Goldman Sachs Group Inc | 343,107 | 0.88% | $8.76M | +43,340 | 0.00% |
| Mendon Capital Advisors Corp | 327,504 | 0.84% | $8.36M | +54,196 | 2.95% |
| Charles Schwab Investment Management Inc | 316,910 | 0.81% | $8.09M | −44,453 | 0.00% |
| Northern Trust Corp | 303,007 | 0.77% | $7.73M | +389 | 0.00% |
| RMB Capital Management, LLC | 300,056 | 0.77% | $7.66M | +50,000 | 0.12% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 145 | 29M | 74.5% | 21 / 52 | 47 / 23 | 5M | 3M |
| Q1 2026 | 150 | 27M | 69.6% | 28 / 54 | 46 / 18 | 6M | 2M |
| Q4 2025 | 142 | 26M | 66.2% | 27 / 47 | 47 / 16 | 2M | 3M |
| Q3 2025 | 134 | 27M | 67.9% | 20 / 52 | 41 / 15 | 4M | 2M |
| Q2 2025 | 130 | 27M | 69.0% | 28 / 41 | 44 / 20 | 2M | 2M |
| Q1 2025 | 125 | 27M | 69.9% | 16 / 47 | 42 / 7 | 2M | 1M |
| Q4 2024 | 117 | 27M | 69.0% | 20 / 54 | 23 / 17 | 4M | 2M |
| Q3 2024 | 114 | 25M | 64.1% | 29 / 46 | 25 / 7 | 12M | 0M |
| Q2 2024 | 93 | 16M | 39.6% | 18 / 39 | 21 / 8 | 1M | 1M |
| Q1 2024 | 84 | 15M | 38.1% | 10 / 28 | 24 / 4 | 1M | 0M |
| Q4 2023 | 79 | 14M | 36.3% | 6 / 33 | 22 / 8 | 1M | 0M |
| Q3 2023 | 81 | 13M | 33.5% | 7 / 33 | 23 / 11 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AMTB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,181,247 | 3.01% | $30.15M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 924,965 | 2.36% | $23.61M | 0.03% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 563,865 | 1.44% | $12.81M | 0.05% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 426,748 | 1.09% | $10.89M | 0.01% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 413,986 | 1.06% | $12.25M | 0.06% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 379,614 | 0.97% | $9.69M | 0.20% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 375,484 | 0.96% | $11.11M | 0.03% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 335,206 | 0.86% | $8.55M | 0.06% | Jun 30, 2026 |
| RMB Mendon Financial Services Fund | 300,000 | 0.77% | $7.66M | 2.96% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 217,129 | 0.55% | $6.43M | 0.08% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 201,136 | 0.51% | $4.57M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 187,581 | 0.48% | $4.26M | 0.02% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 181,513 | 0.46% | $4.12M | 0.02% | May 31, 2026 |
| U.S. Small Cap Portfolio | 180,220 | 0.46% | $5.33M | 0.03% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 164,730 | 0.42% | $4.20M | 0.18% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Gerald P. Plush | Chairman, President & CEO, Director | 159,435 | 0.41% | Feb 20, 2025 |
| Camacho Yecimar Tirado | EVP, Chief Risk Officer | 583 | 0.00% | Jul 31, 2026 |
| Lee Ann Cragg | SEVP, Chief Credit Officer | 201 | 0.00% | Jul 23, 2026 |
| Michael E. Nursey | See remarks | 3,442 | 0.01% | Jun 18, 2026 |
| Armando Fleitas | EVP, Chief Accounting Officer | 10,055 | 0.03% | Jun 10, 2026 |
| Sharymar Calderon | SEVP - Chief Financial Officer | 21,396 | 0.05% | Jun 3, 2026 |
| Carlos Iafigliola | See remarks | 21,576 | 0.06% | Apr 28, 2026 |
| Anthony J. Eelman | EVP, Chief Products Officer | 1,384 | 0.00% | Feb 20, 2026 |
| Alberto Capriles | SEVP Chief Risk Officer | 39,283 | 0.10% | Feb 20, 2026 |
| Mariola Sanchez | See remarks | 20,432 | 0.05% | Feb 20, 2026 |
| Pedro Parra | See Remarks | 18,239 | 0.05% | Feb 20, 2026 |
| Adrian Rodriguez | See remarks | 5,983 | 0.02% | Feb 20, 2026 |
| Braden Smith | See remarks | 2,085 | 0.01% | Nov 20, 2025 |
| Juan Esterripa | See remarks | 19,134 | 0.05% | Aug 14, 2025 |
| Jeffrey K. Tischler | SEVP and Chief Credit Officer | 0 | – | Mar 19, 2025 |
| Thiel Fischer | EVP and Chief Credit Officer | 14,353 | 0.04% | Feb 20, 2025 |
| Howard A. Levine | See remarks | 3,523 | 0.01% | Feb 4, 2025 |
| Patricia Morrison | Director | 500 | 0.00% | Jun 4, 2026 |
| Lisa Lutoff-Perlo | Director | 4,261 | 0.01% | Jun 4, 2026 |
| M. Gustavo Marturet | Director | 695,113 | 1.77% | Jun 4, 2026 |
| Millar Wilson | Director | 125,390 | 0.32% | Jun 4, 2026 |
| Jack L. Kopnisky | Director | 5,000 | 0.01% | Jun 4, 2026 |
| John Walton Quill | Director | 21,079 | 0.05% | Jun 4, 2026 |
| Odilon Almeida | Director | 9,077 | 0.02% | Jun 4, 2026 |
| Erin D. Knight | Director | 10,007 | 0.03% | Jun 4, 2026 |
| Oscar Suarez | Director | 11,732 | 0.03% | Jun 4, 2026 |
| Ashaki Rucker | Director | 9,991 | 0.03% | Jun 4, 2026 |
| Pamella J. Dana | Director | 27,524 | 0.07% | May 11, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Lee Ann Cragg SEVP, Chief Credit Officer | Jul 21, 2026 | Option exercise | +201 | – | – | 201 |
| Lee Ann Cragg SEVP, Chief Credit Officer | Jul 21, 2026 | Tax withholding | −49 | $25.86 | $1.27K | 152 |
| Michael E. Nursey See remarks | Jun 17, 2026 | Option exercise | +1,343 | – | – | 3,442 |
| Michael E. Nursey See remarks | Jun 17, 2026 | Tax withholding | −328 | $23.23 | $7.62K | 3,114 |
| Sharymar Calderon SEVP - Chief Financial Officer | Jun 1, 2026 | Option exercise | +3,971 | – | – | 21,396 |
| Sharymar Calderon SEVP - Chief Financial Officer | Jun 1, 2026 | Tax withholding | −967 | $22.07 | $21.34K | 20,429 |
| Armando Fleitas EVP, Chief Accounting Officer | May 11, 2026 | Option exercise | +834 | – | – | 10,055 |
| Armando Fleitas EVP, Chief Accounting Officer | May 11, 2026 | Tax withholding | −204 | $23.09 | $4.71K | 9,851 |
| Odilon Almeida Director | May 7, 2026 | Option exercise | +3,761 | – | – | 9,077 |
| M. Gustavo Marturet Director | May 7, 2026 | Option exercise | +3,761 | – | – | 12,013 |
| Erin D. Knight Director | May 7, 2026 | Option exercise | +3,761 | – | – | 10,007 |
| Ashaki Rucker Director | May 7, 2026 | Option exercise | +3,761 | – | – | 9,991 |
| Pamella J. Dana Director | May 7, 2026 | Option exercise | +3,761 | – | – | 27,524 |
| Lisa Lutoff-Perlo Director | May 7, 2026 | Option exercise | +3,761 | – | – | 4,261 |
| Oscar Suarez Director | May 7, 2026 | Option exercise | +3,761 | – | – | 11,732 |
| Millar Wilson Director | May 7, 2026 | Option exercise | +3,761 | – | – | 116,010 |
| John Walton Quill Director | May 7, 2026 | Option exercise | +3,761 | – | – | 21,079 |
| Carlos Iafigliola See remarks | Apr 27, 2026 | Buy | +885 | $22.80 | $20.18K | 21,576 |
| M. Gustavo Marturet Director | Mar 26, 2026 | Gift | +612,443 | – | – | 612,443 |
| Michael E. Nursey See remarks | Mar 3, 2026 | Tax withholding | −195 | $21.58 | $4.21K | 2,099 |
| Michael E. Nursey See remarks | Mar 3, 2026 | Option exercise | +800 | – | – | 2,294 |
| Michael E. Nursey See remarks | Feb 18, 2026 | Option exercise | +666 | – | – | 1,681 |
| Michael E. Nursey See remarks | Feb 18, 2026 | Tax withholding | −187 | $22.38 | $4.19K | 1,494 |
| Mariola Sanchez See remarks | Feb 18, 2026 | Option exercise | +1,740 | – | – | 20,432 |
| Mariola Sanchez See remarks | Feb 18, 2026 | Tax withholding | −424 | $22.38 | $9.49K | 20,008 |
| Carlos Iafigliola See remarks | Feb 18, 2026 | Tax withholding | −562 | $22.38 | $12.58K | 20,691 |
| Carlos Iafigliola See remarks | Feb 18, 2026 | Option exercise | +2,307 | – | – | 21,253 |
| Armando Fleitas EVP, Chief Accounting Officer | Feb 18, 2026 | Option exercise | +833 | – | – | 9,424 |
| Armando Fleitas EVP, Chief Accounting Officer | Feb 18, 2026 | Tax withholding | −203 | $22.38 | $4.54K | 9,221 |
| Sharymar Calderon SEVP - Chief Financial Officer | Feb 18, 2026 | Option exercise | +2,490 | – | – | 17,838 |
| Sharymar Calderon SEVP - Chief Financial Officer | Feb 18, 2026 | Tax withholding | −607 | $22.38 | $13.58K | 17,231 |
| Pedro Parra See Remarks | Feb 18, 2026 | Tax withholding | −163 | $22.38 | $3.65K | 18,239 |
| Pedro Parra See Remarks | Feb 18, 2026 | Option exercise | +666 | – | – | 18,402 |
| Anthony J. Eelman EVP, Chief Products Officer | Feb 18, 2026 | Tax withholding | −99 | $22.38 | $2.22K | 1,384 |
| Anthony J. Eelman EVP, Chief Products Officer | Feb 18, 2026 | Option exercise | +333 | – | – | 1,483 |
| Adrian Rodriguez See remarks | Feb 18, 2026 | Option exercise | +833 | – | – | 5,983 |
| Adrian Rodriguez See remarks | Feb 18, 2026 | Tax withholding | −203 | $22.38 | $4.54K | 5,780 |
| Alberto Capriles SEVP Chief Risk Officer | Feb 18, 2026 | Tax withholding | −479 | $22.38 | $10.72K | 39,283 |
| Alberto Capriles SEVP Chief Risk Officer | Feb 18, 2026 | Option exercise | +1,964 | – | – | 39,762 |
| Adrian Rodriguez See remarks | Feb 17, 2026 | Option exercise | +1,000 | – | – | 5,390 |
| Adrian Rodriguez See remarks | Feb 17, 2026 | Tax withholding | −240 | $22.73 | $5.46K | 5,150 |
| Alberto Capriles SEVP Chief Risk Officer | Feb 17, 2026 | Option exercise | +3,656 | – | – | 38,821 |
| Alberto Capriles SEVP Chief Risk Officer | Feb 17, 2026 | Tax withholding | −1,023 | $22.73 | $23.25K | 37,798 |
| Sharymar Calderon SEVP - Chief Financial Officer | Feb 17, 2026 | Tax withholding | −745 | $22.73 | $16.93K | 15,348 |
| Sharymar Calderon SEVP - Chief Financial Officer | Feb 17, 2026 | Option exercise | +3,057 | – | – | 16,093 |
| Pedro Parra See Remarks | Feb 17, 2026 | Option exercise | +667 | – | – | 17,897 |
| Pedro Parra See Remarks | Feb 17, 2026 | Tax withholding | −161 | $22.73 | $3.66K | 17,736 |
| Carlos Iafigliola See remarks | Feb 17, 2026 | Option exercise | +3,942 | – | – | 19,906 |
| Carlos Iafigliola See remarks | Feb 17, 2026 | Tax withholding | −960 | $22.73 | $21.82K | 18,946 |
| Armando Fleitas EVP, Chief Accounting Officer | Feb 17, 2026 | Tax withholding | −495 | $22.73 | $11.25K | 8,591 |
| Armando Fleitas EVP, Chief Accounting Officer | Feb 17, 2026 | Option exercise | +1,667 | – | – | 9,086 |
| Mariola Sanchez See remarks | Feb 17, 2026 | Tax withholding | −802 | $22.73 | $18.23K | 18,692 |
| Mariola Sanchez See remarks | Feb 17, 2026 | Option exercise | +2,928 | – | – | 19,494 |
| Carlos Iafigliola See remarks | Jan 30, 2026 | Buy | +1,000 | $21.74 | $21.74K | 15,964 |
| Odilon Almeida Director | Jan 27, 2026 | Buy | +4,816 | $20.99 | $101.09K | 5,316 |
| Adrian Rodriguez See remarks | Jan 12, 2026 | Tax withholding | −99 | $19.88 | $1.97K | 4,390 |
| Millar Wilson Director | Dec 19, 2025 | Gift | +1,000 | – | – | 2,345 |
| Millar Wilson Director | Dec 19, 2025 | Gift | −4,000 | – | – | 112,249 |
| Millar Wilson Director | Dec 19, 2025 | Gift | +1,000 | – | – | 2,345 |
| Millar Wilson Director | Dec 19, 2025 | Gift | +1,000 | – | – | 2,345 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Juan Esterripa Officer, Former SEVP, Chief Commercial Banking Officer | Nov 24, 2025 | 7,417 | $133.51K | Nov 24, 2025 | Restricted Stock Vesting |
| Howard A. Levine Officer, SEVP, Chief Consumer Banking Officer | Jan 31, 2025 | 3,628 | $83.58K | Jan 31, 2025 | Restricted Stock Vesting |
| Armando Fleitas Officer | May 22, 2024 | 6,240 | $141.27K | May 22, 2024 | Vesting of Restricted Stock Award (RSA) |
| Carlos Iafigliola Officer | May 2, 2024 | 10,579 | $245.85K | May 2, 2024 | Vesting of Restricted Stock Units - (RSUs) |
| Howard A. Levine Officer | Nov 29, 2023 | 1,200 | $25.00K | Nov 28, 2023 | Open Market Purchase |