MPBNasdaqState Commercial BanksFiscal year ends December 31
MID PENN BANCORP INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$35.92−0.12 (-0.33%)
Close on Oct 19, 2026
- Market cap
- $920.44M
- P/E (TTM)
- 12.7
- Dividend yield
- 2.34%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
53.4%
14M of 25M shares
Institutional holders
146
17 new, 19 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
33 buys · 1 sales
Net bought $420.41K
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 |
|---|---|---|---|---|
| Philip A. Norcross, individually and in his capacity as Assistant Manager and Trustee | 2,451,458 | 9.69% | 13D (active) amendment | Mar 13, 2026 |
| Philip A. Norcross, individually and in his capacity as Manager and Trustee | 2,451,458 | 9.68% | 13D (active) amendment | Oct 5, 2026 |
| Wellington Management Company LLP | 2,224,513 | 9.70% | 13G (passive) amendment | Sep 30, 2025 |
| Wellington Management Group LLP | 1,452,177 | 7.60% | 13G (passive) | Dec 31, 2024 |
| BlackRock, Inc. | 1,433,519 | 5.70% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MPB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Wellington Management Group Llp | 2,307,141 | 9.11% | $80.38M | +32,628 | 0.01% |
| BlackRock, Inc. | 1,726,193 | 6.81% | $60.14M | +228,938 | 0.00% |
| Vanguard Capital Management LLC | 999,325 | 3.94% | $34.82M | +84,303 | 0.00% |
| Dimensional Fund Advisors LP | 885,611 | 3.50% | $30.85M | +137,415 | 0.01% |
| Alliancebernstein L.P. | 827,225 | 3.27% | $26.60M | −60,712 | 0.01% |
| State Street Corp | 696,171 | 2.75% | $24.25M | +142,496 | 0.00% |
| Geode Capital Management, LLC | 581,743 | 2.30% | $20.27M | +77,829 | 0.00% |
| American Century Companies Inc | 355,669 | 1.40% | $12.39M | +53,915 | 0.01% |
| Manufacturers Life Insurance Company, The | 270,643 | 1.07% | $9.43M | −1,717 | 0.01% |
| Banc Funds Co LLC | 207,982 | 0.82% | $7.25M | – | 1.20% |
| Vanguard Portfolio Management LLC | 193,233 | 0.76% | $6.73M | +34,393 | 0.00% |
| Petiole USA ltd | 192,411 | 0.76% | $6.70M | −2,100 | 4.82% |
| Charles Schwab Investment Management Inc | 183,840 | 0.73% | $6.40M | +16,780 | 0.00% |
| Northern Trust Corp | 182,414 | 0.72% | $6.36M | +26,323 | 0.00% |
| Nuveen, LLC | 177,553 | 0.70% | $6.19M | +92,121 | 0.00% |
| Bridgeway Capital Management, LLC | 163,956 | 0.65% | $5.71M | +7,999 | 0.10% |
| Emerald Mutual Fund Advisers Trust | 162,411 | 0.64% | $5.66M | – | 0.20% |
| Vanguard Fiduciary Trust Co | 147,304 | 0.58% | $5.13M | +14,701 | 0.00% |
| Citadel Advisors LLC | 138,792 | 0.55% | $4.84M | +107,766 | 0.00% |
| PNC Financial Services Group, Inc. | 134,855 | 0.53% | $4.70M | +2 | 0.00% |
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 | 146 | 14M | 53.4% | 17 / 62 | 28 / 19 | 2M | 1M |
| Q1 2026 | 150 | 13M | 51.7% | 28 / 58 | 31 / 9 | 3M | 0M |
| Q4 2025 | 133 | 12M | 47.5% | 21 / 45 | 35 / 6 | 1M | 0M |
| Q3 2025 | 118 | 12M | 46.1% | 13 / 42 | 35 / 11 | 2M | 1M |
| Q2 2025 | 116 | 11M | 43.7% | 20 / 54 | 21 / 13 | 2M | 1M |
| Q1 2025 | 109 | 10M | 38.7% | 12 / 40 | 26 / 13 | 1M | 1M |
| Q4 2024 | 112 | 10M | 38.9% | 28 / 47 | 14 / 11 | 3M | 0M |
| Q3 2024 | 96 | 8M | 29.7% | 18 / 33 | 24 / 10 | 2M | 0M |
| Q2 2024 | 89 | 7M | 28.6% | 14 / 34 | 22 / 14 | 1M | 1M |
| Q1 2024 | 91 | 8M | 29.7% | 6 / 30 | 29 / 7 | 0M | 0M |
| Q4 2023 | 92 | 7M | 28.9% | 10 / 35 | 20 / 5 | 1M | 0M |
| Q3 2023 | 89 | 7M | 26.8% | 13 / 28 | 20 / 8 | 0M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MPB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 715,285 | 2.82% | $24.92M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 572,855 | 2.26% | $19.96M | 0.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 261,832 | 1.03% | $9.12M | 0.01% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 240,406 | 0.95% | $7.85M | 0.03% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 237,647 | 0.94% | $9.11M | 0.03% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 230,559 | 0.91% | $8.03M | 0.17% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 217,529 | 0.86% | $7.58M | 0.05% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 173,225 | 0.68% | $6.64M | 0.03% | Jul 31, 2026 |
| Emerald Growth Fund | 158,038 | 0.62% | $6.06M | 0.41% | Jul 31, 2026 |
| Emerald Growth Fund | 158,038 | 0.62% | $5.21M | 0.37% | Apr 30, 2026 |
| Regional Bank Fund | 143,936 | 0.57% | $5.52M | 0.58% | Jul 31, 2026 |
| Dimensional US Small Cap Value ETF | 136,553 | 0.54% | $5.24M | 0.06% | Jul 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 133,767 | 0.53% | $4.66M | 0.00% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 112,353 | 0.44% | $3.91M | 0.16% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 109,191 | 0.43% | $3.57M | 0.01% | May 31, 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 |
|---|---|---|---|---|
| Rory G. Ritrievi | President and CEO, Director | 80,346 | 0.32% | Sep 17, 2026 |
| Kenneth John Stephon | Chief Corp Development Officer, Director | 84,386 | 0.33% | May 18, 2026 |
| Paul W. Spotts | Chief Credit Officer | 1,350 | 0.01% | Apr 3, 2026 |
| John Paul Livingston | CIO & CTO | 3,452 | 0.01% | Apr 3, 2026 |
| Heather R. Hall | Chief Lending Officer | 7,020 | 0.03% | Apr 3, 2026 |
| Jordan D. Space | Sr. Executive Vice President | 7,645 | 0.03% | Apr 3, 2026 |
| Scott W. Micklewright | Chief Revenue Officer | 8,985 | 0.04% | Apr 3, 2026 |
| Justin T. Webb | Chief Financial Officer | 13,574 | 0.05% | Apr 3, 2026 |
| Joseph L. Paese | Dir. Trust, Wealth Mgmt | 7,384 | 0.03% | Apr 3, 2026 |
| Joan E. Dickinson | Chief Retail Officer | 6,455 | 0.03% | Apr 3, 2026 |
| Zachary C. Miller | Chief Risk Officer | 2,722 | 0.01% | Apr 3, 2026 |
| Dana R. Stewart | Chief Operating Officer | – | – | Jan 13, 2026 |
| Gregory Braca | Director | – | – | Sep 18, 2026 |
| Kimberly J. Brumbaugh | Director | 13,808 | 0.05% | Jul 2, 2026 |
| Robert A. Abel | Director | 37,282 | 0.15% | Jul 2, 2026 |
| Joel L. Frank | Director | 11,460 | 0.05% | Jul 2, 2026 |
| Theodore W. Mowery | Director | 65,531 | 0.26% | Jul 2, 2026 |
| Soto Matthew G. De | Director | 123,508 | 0.49% | Jul 2, 2026 |
| Albert J. Evans | Director | 43,142 | 0.17% | Jul 2, 2026 |
| John E. Noone | Director | 56,800 | 0.22% | Apr 3, 2026 |
| William A. Specht III | Director | 40,045 | 0.16% | Apr 3, 2026 |
| Brian Arden Hudson Sr. | Director | 1,700 | 0.01% | Apr 3, 2026 |
| Maureen M. Gathagan | Director | 1,700 | 0.01% | Apr 3, 2026 |
| Bruce A. Kiefer | Director | 1,005,347 | 3.97% | Apr 3, 2026 |
| Thomas R. Brugger | Director | 8,642 | 0.03% | Mar 9, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Rory G. Ritrievi President and CEO, Director | Sep 15, 2026 | Buy | +193 | $37.07 | $7.15K | 11,254 |
| Rory G. Ritrievi President and CEO, Director | Jul 1, 2026 | Tax withholding | −2,136 | $35.68 | $76.21K | 69,078 |
| Theodore W. Mowery Director | Jun 30, 2026 | Buy | +58 | $34.84 | $2.02K | 42,659 |
| Soto Matthew G. De Director | Jun 30, 2026 | Buy | +287 | $34.84 | $10.00K | 119,131 |
| Robert A. Abel Director | Jun 30, 2026 | Buy | +15 | $34.84 | $523 | 9,762 |
| Albert J. Evans Director | Jun 30, 2026 | Buy | +287 | $34.84 | $10.00K | 41,862 |
| Kimberly J. Brumbaugh Director | Jun 30, 2026 | Buy | +72 | $34.84 | $2.51K | 12,659 |
| Joel L. Frank Director | Jun 30, 2026 | Buy | +72 | $34.84 | $2.51K | 11,460 |
| Rory G. Ritrievi President and CEO, Director | Jun 1, 2026 | Tax withholding | −356 | $32.11 | $11.43K | 63,760 |
| Rory G. Ritrievi President and CEO, Director | Jun 1, 2026 | Tax withholding | −356 | $32.11 | $11.43K | 62,534 |
| Kenneth John Stephon Chief Corp Development Officer, Director | May 15, 2026 | Tax withholding | −5,261 | $31.12 | $163.72K | 45,593 |
| Kenneth John Stephon Chief Corp Development Officer, Director | May 15, 2026 | Other | +10,769 | – | – | 50,854 |
| Soto Matthew G. De Director | May 4, 2026 | Buy | +500 | $32.77 | $16.39K | 118,171 |
| Soto Matthew G. De Director | May 4, 2026 | Buy | +500 | $32.72 | $16.36K | 117,671 |
| Soto Matthew G. De Director | May 4, 2026 | Buy | +525 | $32.77 | $17.20K | 118,696 |
| Joseph L. Paese Dir. Trust, Wealth Mgmt | Apr 1, 2026 | Award | +3,051 | – | – | 4,426 |
| John Paul Livingston CIO & CTO | Apr 1, 2026 | Award | +2,502 | – | – | 3,452 |
| John E. Noone Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Soto Matthew G. De Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Jordan D. Space Sr. Executive Vice President | Apr 1, 2026 | Award | +4,520 | – | – | 7,645 |
| Bruce A. Kiefer Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Theodore W. Mowery Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Heather R. Hall Chief Lending Officer | Apr 1, 2026 | Award | +4,520 | – | – | 7,020 |
| Scott W. Micklewright Chief Revenue Officer | Apr 1, 2026 | Award | +4,972 | – | – | 8,985 |
| Kimberly J. Brumbaugh Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Justin T. Webb Chief Financial Officer | Apr 1, 2026 | Award | +5,811 | – | – | 9,824 |
| Maureen M. Gathagan Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Zachary C. Miller Chief Risk Officer | Apr 1, 2026 | Award | +1,897 | – | – | 2,722 |
| Brian Arden Hudson Sr. Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Kenneth John Stephon Chief Corp Development Officer, Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Robert A. Abel Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Joel L. Frank Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Paul W. Spotts Chief Credit Officer | Apr 1, 2026 | Award | +600 | – | – | 1,350 |
| Rory G. Ritrievi President and CEO, Director | Apr 1, 2026 | Award | +11,622 | – | – | 37,814 |
| William A. Specht III Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Joan E. Dickinson Chief Retail Officer | Apr 1, 2026 | Award | +3,955 | – | – | 6,455 |
| Albert J. Evans Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Robert A. Abel Director | Mar 31, 2026 | Buy | +15 | $32.16 | $482 | 7,734 |
| Soto Matthew G. De Director | Mar 31, 2026 | Buy | +311 | $32.16 | $10.00K | 115,226 |
| Kimberly J. Brumbaugh Director | Mar 31, 2026 | Buy | +78 | $32.16 | $2.51K | 10,562 |
| Theodore W. Mowery Director | Mar 31, 2026 | Buy | +62 | $32.16 | $1.99K | 40,385 |
| Joel L. Frank Director | Mar 31, 2026 | Buy | +78 | $32.16 | $2.51K | 9,409 |
| Albert J. Evans Director | Mar 31, 2026 | Buy | +311 | $32.16 | $10.00K | 39,594 |
| Soto Matthew G. De Director | Mar 12, 2026 | Buy | +500 | $30.91 | $15.46K | 113,797 |
| Soto Matthew G. De Director | Mar 12, 2026 | Buy | +500 | $30.89 | $15.45K | 114,797 |
| Soto Matthew G. De Director | Mar 12, 2026 | Buy | +500 | $30.83 | $15.42K | 114,297 |
| Soto Matthew G. De Director | Mar 12, 2026 | Buy | +118 | $30.80 | $3.63K | 114,915 |
| Soto Matthew G. De Director | Mar 12, 2026 | Buy | +600 | $30.84 | $18.50K | 3,927 |
| Soto Matthew G. De Director | Mar 12, 2026 | Buy | +372 | $30.87 | $11.48K | 4,299 |
| John E. Noone Director | Mar 9, 2026 | Buy | +2,000 | $30.84 | $61.68K | 49,400 |
| Thomas R. Brugger Director | Mar 6, 2026 | Buy | +18 | $31.35 | $564 | 66 |
| Thomas R. Brugger Director | Mar 6, 2026 | Buy | +800 | $31.35 | $25.08K | 6,110 |
| Thomas R. Brugger Director | Feb 27, 2026 | Award | +2,466 | – | – | 2,466 |
| Thomas R. Brugger Director | Feb 27, 2026 | Award | +48 | – | – | 48 |
| Thomas R. Brugger Director | Feb 27, 2026 | Award | +5,310 | – | – | 5,310 |
| Kenneth John Stephon Chief Corp Development Officer, Director | Feb 24, 2026 | Sale | −0.82 | $32.58 | $27 | 37,837 |
| Theodore W. Mowery Director | Dec 31, 2025 | Buy | +64 | $31.02 | $1.99K | 40,031 |
| Robert A. Abel Director | Dec 31, 2025 | Buy | +16 | $31.02 | $496 | 7,659 |
| Kimberly J. Brumbaugh Director | Dec 31, 2025 | Buy | +80 | $31.02 | $2.48K | 10,409 |
| Joel L. Frank Director | Dec 31, 2025 | Buy | +80 | $31.02 | $2.48K | 9,293 |
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 |
|---|---|---|---|---|---|
| David E. Sparks Director | Jul 24, 2024 | 5,000 | $135.00K | Jul 24, 2024 | Common Stock Exchange on Acquisition of First Priority Fin Corp |
| David E. Sparks Director | Jul 23, 2024 | 5,000 | $130.00K | Jul 23, 2024 | Common Stock Exchange on Acquisition of First Priority Fin Corp |
| David E. Sparks Director | Jul 22, 2024 | 5,000 | $130.00K | Jul 22, 2024 | Common Stock Exchange on Acquisition of First Priority Fin Corp |