ORRFNasdaqState Commercial BanksFiscal year ends December 31
ORRSTOWN FINANCIAL SERVICES INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$41.31−0.35 (-0.84%)
Close on Oct 19, 2026
- Market cap
- $802.74M
- P/E (TTM)
- 9.3
- Dividend yield
- 2.57%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
59.4%
12M of 20M shares
Institutional holders
163
25 new, 16 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
3 buys · 6 sales
Net sold $929.05K
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 791,695 | 7.50% | 13G (passive) amendment | Dec 31, 2023 |
| L. Phillip Stone, IV | 1,453,010 | 7.45% | 13G (passive) amendment | Sep 30, 2025 |
| Dimensional Fund Advisors LP | 1,011,471 | 5.10% | 13G (passive) | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ORRF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,680,316 | 8.54% | $68.61M | +199,755 | 0.00% |
| Dimensional Fund Advisors LP | 964,868 | 4.91% | $39.40M | +64,194 | 0.01% |
| Vanguard Capital Management LLC | 835,238 | 4.25% | $34.10M | +17,617 | 0.00% |
| State Street Corp | 679,718 | 3.46% | $27.75M | −121,001 | 0.00% |
| Charles Schwab Investment Management Inc | 665,017 | 3.38% | $27.15M | +72,330 | 0.00% |
| American Century Companies Inc | 602,129 | 3.06% | $24.58M | +105,044 | 0.01% |
| Geode Capital Management, LLC | 566,715 | 2.88% | $23.14M | +35,285 | 0.00% |
| Vanguard Portfolio Management LLC | 304,510 | 1.55% | $12.43M | +44,558 | 0.00% |
| Two Sigma Investments, LP | 290,058 | 1.47% | $11.84M | −10,912 | 0.01% |
| Algert Global LLC | 287,636 | 1.46% | $11.74M | −32,924 | 0.14% |
| Qube Research & Technologies Ltd | 276,117 | 1.40% | $11.27M | +25,896 | 0.01% |
| Nuveen, LLC | 243,765 | 1.24% | $9.95M | −94,203 | 0.00% |
| Manufacturers Life Insurance Company, The | 227,435 | 1.16% | $9.29M | −1,756 | 0.01% |
| Citadel Advisors LLC | 225,513 | 1.15% | $9.21M | +121,547 | 0.00% |
| Northern Trust Corp | 174,554 | 0.89% | $7.13M | +12,375 | 0.00% |
| ProShare Advisors LLC | 172,824 | 0.88% | $7.06M | −5,862 | 0.01% |
| Petiole USA ltd | 167,766 | 0.85% | $6.85M | −4,000 | 4.92% |
| Kennedy Capital Management LLC | 154,611 | 0.79% | $6.31M | −3,042 | 0.11% |
| Pacific Ridge Capital Partners, LLC | 146,302 | 0.74% | $5.97M | −1,132 | 1.08% |
| Man Group plc | 146,012 | 0.74% | $5.96M | +12,245 | 0.01% |
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 | 163 | 12M | 59.4% | 25 / 59 | 47 / 16 | 1M | 1M |
| Q1 2026 | 157 | 12M | 60.8% | 22 / 62 | 37 / 28 | 4M | 2M |
| Q4 2025 | 165 | 11M | 57.6% | 35 / 52 | 44 / 7 | 2M | 2M |
| Q3 2025 | 139 | 11M | 58.2% | 22 / 45 | 45 / 13 | 1M | 1M |
| Q2 2025 | 130 | 11M | 56.3% | 22 / 46 | 34 / 18 | 1M | 1M |
| Q1 2025 | 126 | 11M | 55.2% | 19 / 46 | 34 / 33 | 1M | 1M |
| Q4 2024 | 141 | 11M | 54.2% | 35 / 49 | 36 / 8 | 1M | 1M |
| Q3 2024 | 114 | 10M | 53.3% | 37 / 45 | 19 / 11 | 6M | 1M |
| Q2 2024 | 89 | 6M | 30.5% | 21 / 40 | 17 / 5 | 1M | 0M |
| Q1 2024 | 73 | 5M | 25.8% | 7 / 25 | 22 / 12 | 1M | 0M |
| Q4 2023 | 78 | 5M | 24.5% | 13 / 24 | 22 / 4 | 1M | 0M |
| Q3 2023 | 70 | 5M | 23.9% | 5 / 21 | 23 / 4 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ORRF | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 592,621 | 3.01% | $24.20M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 540,070 | 2.75% | $22.05M | 0.03% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 468,377 | 2.38% | $17.39M | 0.06% | May 31, 2026 |
| Schwab U.S. Dividend Equity ETF | 461,110 | 2.34% | $17.12M | 0.02% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 224,352 | 1.14% | $9.16M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 210,144 | 1.07% | $8.98M | 0.03% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 192,900 | 0.98% | $7.88M | 0.05% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 190,567 | 0.97% | $7.78M | 0.16% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 180,175 | 0.92% | $7.70M | 0.04% | Jul 31, 2026 |
| ProShares Russell 2000 Dividend Growers ETF | 177,277 | 0.90% | $6.58M | 1.00% | May 31, 2026 |
| Nuveen Quant Small Cap Equity Fund | 166,800 | 0.85% | $7.13M | 0.18% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 123,281 | 0.63% | $5.27M | 0.03% | Jul 31, 2026 |
| Regional Bank Fund | 121,103 | 0.62% | $5.17M | 0.54% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 102,303 | 0.52% | $3.80M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 95,877 | 0.49% | $3.56M | 0.02% | 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 |
|---|---|---|---|---|
| Thomas R. Quinn Jr | President & CEO, Director | 4,000 | 0.02% | Jun 3, 2026 |
| Amy Doll | EVP, Chief Admin. Officer | 25,669 | 0.13% | Jul 28, 2026 |
| Sean Mulcahy | Chief Accounting Officer | 2,768 | 0.01% | Jul 2, 2026 |
| Michael Jaeger | EVP, Chief Experience Officer | 3,549 | 0.02% | Jul 2, 2026 |
| Matthew D. Alpert | EVP, Chief Wealth Officer | 15,000 | 0.08% | May 6, 2026 |
| Christopher D. Holt | EVP, Market President | 12,616 | 0.06% | Mar 12, 2026 |
| Joshua D. Hocker | EVP, Market President | 1,871 | 0.01% | Feb 25, 2026 |
| Philip E. Fague | EVP, Trust & Wealth | 1,464 | 0.01% | Feb 19, 2026 |
| Jeffrey S. Gayman | EVP, Mortgage & Retail | 3,240 | 0.02% | Feb 19, 2026 |
| Robert G. Coradi | EVP, Chief Risk Officer | 10,461 | 0.05% | Feb 19, 2026 |
| Adam L. Metz | SEVP, Chief Operating Officer | 1,828 | 0.01% | Feb 19, 2026 |
| David Todd Hornberger | EVP, Market President | 3,959 | 0.02% | Feb 19, 2026 |
| Zachary Moses Khuri | EVP, Chief Revenue Officer | 3,792 | 0.02% | Feb 19, 2026 |
| Neelesh Kalani | EVP, Chief Financial Officer | 10,699 | 0.05% | Feb 19, 2026 |
| Matthew Dyckman | EVP, General Counsel | 1,784 | 0.01% | Feb 19, 2026 |
| David Chajkowski | EVP, Chief Credit Officer | 4,661 | 0.02% | Feb 19, 2026 |
| Heather K. Knisely | Chief Human Resources Officer | 3,770 | 0.02% | Feb 19, 2026 |
| Christopher Orr | EVP Chief Information Officer | 4,415 | 0.02% | Feb 19, 2026 |
| Benjamin H. Colvard IV | EVP, Chief Operations Officer | 1,547 | 0.01% | Feb 19, 2026 |
| Harland E. Carney III | EVP, Market President | 7,484 | 0.04% | Feb 19, 2025 |
| Chad M. Clabaugh | Chief Consumer Banking Officer | 3,414 | 0.02% | Jan 3, 2025 |
| Michael John Rice | Director | 22,022 | 0.11% | Aug 7, 2026 |
| Joel R. Zullinger | Director | 54,252 | 0.28% | Aug 3, 2026 |
| John W. Giambalvo | Director | 7,782 | 0.04% | May 6, 2026 |
| Eric Andrew Segal | Director | 2,500 | 0.01% | May 6, 2026 |
| Sarah M. Brown | Director | 2,500 | 0.01% | May 6, 2026 |
| Cindy Jeannette Joiner | Director | 2,500 | 0.01% | May 6, 2026 |
| Barbara E. Brobst | Director | 2,500 | 0.01% | May 6, 2026 |
| Scott V. Fainor | Director | 2,500 | 0.01% | May 6, 2026 |
| John Rodney Messick | Director | 2,500 | 0.01% | May 6, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael John Rice Director | Aug 6, 2026 | Sale | −2,530 | $43.16 | $109.19K | 22,022 |
| Joel R. Zullinger Director | Jul 30, 2026 | Gift | −120 | $43.49 | $5.22K | 54,252 |
| Amy Doll EVP, Chief Admin. Officer | Jul 27, 2026 | Sale | −3,002 | $41.61 | $124.91K | 25,669 |
| Amy Doll EVP, Chief Admin. Officer | Jul 24, 2026 | Option exercise | +1,549 | $21.23 | $32.89K | 27,218 |
| Amy Doll EVP, Chief Admin. Officer | Jul 24, 2026 | Option exercise | +879 | $25.99 | $22.85K | 28,097 |
| Amy Doll EVP, Chief Admin. Officer | Jul 24, 2026 | Option exercise | +574 | $29.92 | $17.17K | 28,671 |
| Sean Mulcahy Chief Accounting Officer | Jul 1, 2026 | Tax withholding | −296 | $40.83 | $12.09K | 2,768 |
| Michael Jaeger EVP, Chief Experience Officer | Jul 1, 2026 | Tax withholding | −296 | $40.83 | $12.09K | 3,549 |
| Thomas R. Quinn Jr President & CEO, Director | Jun 1, 2026 | Tax withholding | −3,642 | $37.13 | $135.23K | 0 |
| Thomas R. Quinn Jr President & CEO, Director | Jun 1, 2026 | Tax withholding | −10,209 | $37.13 | $379.06K | 0 |
| Barbara E. Brobst Director | May 5, 2026 | Award | +1,500 | – | – | 2,500 |
| John Rodney Messick Director | May 5, 2026 | Award | +1,500 | – | – | 2,500 |
| Mark K. Keller Director | May 5, 2026 | Award | +1,500 | – | – | 2,500 |
| Sarah M. Brown Director | May 5, 2026 | Award | +1,500 | – | – | 2,500 |
| Joel R. Zullinger Director | May 5, 2026 | Award | +2,600 | – | – | 4,600 |
| Scott V. Fainor Director | May 5, 2026 | Award | +1,500 | – | – | 2,500 |
| Cindy Jeannette Joiner Director | May 5, 2026 | Award | +1,500 | – | – | 2,500 |
| Brian D. Brunner Director | May 5, 2026 | Award | +1,500 | – | – | 2,500 |
| Glenn W. Snoke Director | May 5, 2026 | Award | +1,500 | – | – | 2,500 |
| Eric Andrew Segal Director | May 5, 2026 | Award | +1,500 | – | – | 2,500 |
| John W. Giambalvo Director | May 5, 2026 | Award | +1,500 | – | – | 2,500 |
| Michael John Rice Director | May 5, 2026 | Award | +1,500 | – | – | 2,500 |
| Matthew D. Alpert EVP, Chief Wealth Officer | May 5, 2026 | Award | +15,000 | – | – | 15,000 |
| Brian D. Brunner Director | Mar 18, 2026 | Buy | +1,000 | $34.02 | $34.02K | 50,529 |
| Christopher D. Holt EVP, Market President | Mar 11, 2026 | Sale | −7,820 | $34.29 | $268.15K | 12,616 |
| Joshua D. Hocker EVP, Market President | Feb 23, 2026 | Tax withholding | −90 | $38.08 | $3.43K | 1,871 |
| Thomas R. Quinn Jr President & CEO, Director | Feb 19, 2026 | Sale | −10,373 | $37.43 | $388.26K | 87,202 |
| Thomas R. Quinn Jr President & CEO, Director | Feb 18, 2026 | Sale | −28 | $37.70 | $1.06K | 97,575 |
| David Todd Hornberger EVP, Market President | Feb 17, 2026 | Award | +2,170 | – | – | 3,959 |
| David Todd Hornberger EVP, Market President | Feb 17, 2026 | Tax withholding | −389 | $37.64 | $14.64K | 1,789 |
| David Todd Hornberger EVP, Market President | Feb 17, 2026 | Tax withholding | −1,729 | $37.64 | $65.08K | 6,042 |
| David Todd Hornberger EVP, Market President | Feb 17, 2026 | Award | +3,365 | – | – | 9,407 |
| Jeffrey S. Gayman EVP, Mortgage & Retail | Feb 17, 2026 | Award | +1,776 | – | – | 3,240 |
| Jeffrey S. Gayman EVP, Mortgage & Retail | Feb 17, 2026 | Tax withholding | −317 | $37.64 | $11.93K | 1,464 |
| Jeffrey S. Gayman EVP, Mortgage & Retail | Feb 17, 2026 | Tax withholding | −1,402 | $37.64 | $52.77K | 5,038 |
| Jeffrey S. Gayman EVP, Mortgage & Retail | Feb 17, 2026 | Award | +2,521 | – | – | 7,559 |
| Matthew Dyckman EVP, General Counsel | Feb 17, 2026 | Tax withholding | −403 | $37.64 | $15.17K | 1,784 |
| Matthew Dyckman EVP, General Counsel | Feb 17, 2026 | Award | +2,164 | – | – | 3,948 |
| Matthew Dyckman EVP, General Counsel | Feb 17, 2026 | Tax withholding | −1,533 | $37.64 | $57.70K | 6,470 |
| Matthew Dyckman EVP, General Counsel | Feb 17, 2026 | Award | +3,072 | – | – | 9,542 |
| Adam L. Metz SEVP, Chief Operating Officer | Feb 17, 2026 | Tax withholding | −403 | $37.64 | $15.17K | 1,828 |
| Adam L. Metz SEVP, Chief Operating Officer | Feb 17, 2026 | Award | +4,199 | – | – | 6,027 |
| Adam L. Metz SEVP, Chief Operating Officer | Feb 17, 2026 | Tax withholding | −1,792 | $37.64 | $67.45K | 6,175 |
| Adam L. Metz SEVP, Chief Operating Officer | Feb 17, 2026 | Award | +4,199 | – | – | 10,374 |
| David Chajkowski EVP, Chief Credit Officer | Feb 17, 2026 | Award | +2,672 | – | – | 4,661 |
| David Chajkowski EVP, Chief Credit Officer | Feb 17, 2026 | Tax withholding | −274 | $37.64 | $10.31K | 1,327 |
| David Chajkowski EVP, Chief Credit Officer | Feb 17, 2026 | Award | +1,702 | – | – | 3,029 |
| Christopher Orr EVP Chief Information Officer | Feb 17, 2026 | Award | +1,915 | – | – | 4,415 |
| Christopher Orr EVP Chief Information Officer | Feb 17, 2026 | Award | +1,915 | – | – | 1,915 |
| Christopher D. Holt EVP, Market President | Feb 17, 2026 | Tax withholding | −2,180 | $37.64 | $82.06K | 7,273 |
| Christopher D. Holt EVP, Market President | Feb 17, 2026 | Award | +2,612 | – | – | 4,766 |
| Christopher D. Holt EVP, Market President | Feb 17, 2026 | Tax withholding | −491 | $37.64 | $18.48K | 2,154 |
| Christopher D. Holt EVP, Market President | Feb 17, 2026 | Award | +4,338 | – | – | 11,611 |
| Joshua D. Hocker EVP, Market President | Feb 17, 2026 | Award | +1,385 | – | – | 2,114 |
| Joshua D. Hocker EVP, Market President | Feb 17, 2026 | Award | +1,384 | – | – | 1,384 |
| Neelesh Kalani EVP, Chief Financial Officer | Feb 17, 2026 | Award | +3,368 | – | – | 10,699 |
| Neelesh Kalani EVP, Chief Financial Officer | Feb 17, 2026 | Award | +2,439 | – | – | 4,449 |
| Neelesh Kalani EVP, Chief Financial Officer | Feb 17, 2026 | Tax withholding | −467 | $37.64 | $17.58K | 2,010 |
| Neelesh Kalani EVP, Chief Financial Officer | Feb 17, 2026 | Tax withholding | −2,075 | $37.64 | $78.10K | 7,331 |
| Amy Doll EVP, Chief Admin. Officer | Feb 17, 2026 | Award | +2,542 | – | – | 4,356 |
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 |
|---|---|---|---|---|---|
| J. Rice Michael Director | Aug 6, 2026 | 2,530 | $109.57K | Aug 6, 2026 | Equity Compensation |
| Doll Amy affiliate | Jul 27, 2026 | 3,002 | $124.91K | Jul 27, 2026 | Stock Option Exercise |
| D. Holt Christopher affiliate | Mar 11, 2026 | 7,820 | $268.17K | Mar 11, 2026 | Restricted Stock Vesting |
| D. Hold Christopher affiliate | Mar 11, 2026 | 7,820 | $268.17K | Mar 11, 2026 | Restricted Stock Vesting |
| R. Quinn Thomas Jr affiliate | Feb 18, 2026 | 10,401 | $393.68K | Feb 18, 2026 | Restricted Stock Vesting |
| John Rodney Messick Director | Feb 4, 2026 | 2,500 | $94.50K | Feb 5, 2026 | Merger |
| David Todd Hornberger Officer | Oct 25, 2024 | 4,000 | $150.20K | Oct 29, 2024 | Open market |
| Holt Christopher affiliate | Sep 12, 2024 | 8,000 | $273.24K | Sep 11, 2024 | Employee Stock Purchase Plan |
| Holt Christopher affiliate | Sep 11, 2024 | 8,000 | $273.24K | Sep 11, 2024 | Employee Stock Purchase Plan |