OVLYNasdaqState Commercial BanksFiscal year ends December 31
Oak Valley Bancorp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$33.66−0.29 (-0.85%)
Close on Oct 19, 2026
- Market cap
- $280.49M
- P/E (TTM)
- 11.9
- Dividend yield
- 1.78%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
35.0%
3M of 8M shares
Institutional holders
85
12 new, 5 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
26 buys · 8 sales
Net bought $133.66K
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. | 451,268 | 5.40% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OVLY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 511,151 | 6.08% | $17.25M | +83,836 | 0.00% |
| Vanguard Capital Management LLC | 296,205 | 3.52% | $10.00M | −22,302 | 0.00% |
| Siena Capital Partners GP, LLC | 263,847 | 3.14% | $8.90M | −59,340 | 2.15% |
| Dimensional Fund Advisors LP | 189,026 | 2.25% | $6.38M | +30,881 | 0.00% |
| Geode Capital Management, LLC | 176,153 | 2.09% | $5.95M | +19,809 | 0.00% |
| Cresset Asset Management, LLC | 140,282 | 1.67% | $4.73M | – | 0.02% |
| State Street Corp | 130,531 | 1.55% | $4.40M | +24,382 | 0.00% |
| American Century Companies Inc | 99,560 | 1.18% | $3.36M | +77,031 | 0.00% |
| Renaissance Technologies LLC | 73,973 | 0.88% | $2.50M | +38,598 | 0.00% |
| Goldman Sachs Group Inc | 65,845 | 0.78% | $2.22M | +18,124 | 0.00% |
| Northern Trust Corp | 54,713 | 0.65% | $1.85M | +5,426 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 53,502 | 0.64% | $1.81M | +36,373 | 0.00% |
| Morgan Stanley | 52,224 | 0.62% | $1.76M | +27,734 | 0.00% |
| Bridgeway Capital Management, LLC | 51,279 | 0.61% | $1.73M | −5,000 | 0.03% |
| Vanguard Portfolio Management LLC | 48,638 | 0.58% | $1.64M | +9,166 | 0.00% |
| Two Sigma Investments, LP | 47,787 | 0.57% | $1.61M | New | 0.00% |
| Vanguard Fiduciary Trust Co | 45,742 | 0.54% | $1.54M | +2,563 | 0.00% |
| Cetera Investment Advisers | 45,003 | 0.53% | $1.52M | −11 | 0.00% |
| FMR LLC | 32,624 | 0.39% | $1.10M | −105 | 0.00% |
| Aqr Capital Management LLC | 32,551 | 0.39% | $1.10M | +12,929 | 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 | 85 | 3M | 35.0% | 12 / 41 | 16 / 5 | 1M | 1M |
| Q1 2026 | 80 | 3M | 33.3% | 9 / 29 | 22 / 2 | 1M | 0M |
| Q4 2025 | 74 | 3M | 32.8% | 5 / 26 | 27 / 5 | 0M | 0M |
| Q3 2025 | 74 | 3M | 31.4% | 10 / 28 | 14 / 5 | 0M | 0M |
| Q2 2025 | 69 | 3M | 31.8% | 9 / 20 | 23 / 8 | 0M | 0M |
| Q1 2025 | 68 | 3M | 31.8% | 11 / 18 | 18 / 4 | 0M | 0M |
| Q4 2024 | 62 | 3M | 32.3% | 8 / 20 | 17 / 3 | 0M | 0M |
| Q3 2024 | 57 | 3M | 31.9% | 10 / 18 | 16 / 8 | 1M | 0M |
| Q2 2024 | 56 | 3M | 31.4% | 6 / 23 | 14 / 3 | 0M | 0M |
| Q1 2024 | 53 | 3M | 32.5% | 4 / 16 | 19 / 4 | 0M | 0M |
| Q4 2023 | 53 | 3M | 32.0% | 4 / 21 | 14 / 4 | 0M | 0M |
| Q3 2023 | 54 | 3M | 29.7% | 8 / 19 | 11 / 6 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OVLY | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 213,803 | 2.54% | $7.21M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 197,539 | 2.35% | $6.67M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 78,937 | 0.94% | $2.66M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 76,822 | 0.91% | $2.60M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 75,816 | 0.90% | $2.56M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 61,448 | 0.73% | $2.02M | 0.01% | May 31, 2026 |
| Ultra-Small Company Fund | 35,664 | 0.42% | $1.20M | 1.22% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 35,219 | 0.42% | $1.16M | 0.01% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 30,374 | 0.36% | $999.61K | 0.00% | May 31, 2026 |
| Dimensional U.S. Small Cap ETF | 28,234 | 0.34% | $956.29K | 0.01% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 25,055 | 0.30% | $845.48K | 0.06% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 19,458 | 0.23% | $659.04K | 0.01% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 19,068 | 0.23% | $645.83K | 0.00% | Jul 31, 2026 |
| Schwab Small-Cap Index Fund | 17,574 | 0.21% | $595.23K | 0.01% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 17,318 | 0.21% | $586.56K | 0.00% | Jul 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 |
|---|---|---|---|---|
| Christopher M. Courtney | CEO, Director | 244,304 | 2.90% | Jun 30, 2026 |
| Wiiliam D. Nunes | EVP Chief Marketing Officer | 15,707 | 0.19% | Mar 3, 2026 |
| Theresa Roland | EVP Chief HR Officer | 11,609 | 0.14% | Mar 3, 2026 |
| Kimberly D. Booke | EVP Chief Risk Officer | 19,103 | 0.23% | Mar 3, 2026 |
| Cathy Ghan | EVP Commercial Real Estate | 40,983 | 0.49% | Mar 3, 2026 |
| Gary Stephens | EVP Commercial Banking | 37,338 | 0.44% | Mar 3, 2026 |
| Julie Dehart | EVP Retail Banking | 21,399 | 0.25% | Mar 3, 2026 |
| Richard A. McCarty | President & COO | 57,525 | 0.68% | Mar 3, 2026 |
| Russell E. Stahl | EVP Chief Information Officer | 40,012 | 0.48% | Mar 3, 2026 |
| Michael J. Rodrigues | EVP Chief Credit Officer | 76,250 | 0.91% | Mar 3, 2026 |
| Jeffrey A. Gall | EVP Chief Financial Officer | 39,895 | 0.47% | Mar 3, 2026 |
| Daniel J. Leonard | Director | 125,199 | 1.49% | Sep 29, 2026 |
| Don Barton | Director | 29,225 | 0.35% | Sep 28, 2026 |
| Allison Lafferty | Director | 8,917 | 0.11% | Sep 3, 2026 |
| H. Randolph Holder Jr | Director | 305,667 | 3.63% | Aug 18, 2026 |
| Gary Strong | Director | 14,842 | 0.18% | Jul 27, 2026 |
| Erich A. Haidlen | Director | 22,950 | 0.27% | Feb 17, 2026 |
| Terrance P. Withrow | Director | 31,917 | 0.38% | Feb 17, 2026 |
| James L. Gilbert | Director | 151,654 | 1.80% | Aug 27, 2025 |
| Danny L. Titus | Director | 208,855 | 2.48% | Jun 26, 2025 |
| Thomas A. Haidlen | Director | 358,329 | 4.26% | Jun 26, 2025 |
| Janet S. Pelton | Director | 125,000 | 1.49% | May 2, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Daniel J. Leonard Director | Sep 28, 2026 | Buy | +125 | $34.03 | $4.25K | 62,787 |
| Don Barton Director | Sep 28, 2026 | Sale(10b5-1 plan) | −375 | $34.03 | $12.76K | 29,225 |
| Daniel J. Leonard Director | Aug 28, 2026 | Buy | +125 | $34.23 | $4.28K | 62,662 |
| Allison Lafferty Director | Aug 26, 2026 | Buy | +50 | $33.99 | $1.70K | 8,917 |
| Allison Lafferty Director | Aug 26, 2026 | Buy | +174 | $33.98 | $5.91K | 8,867 |
| Allison Lafferty Director | Aug 26, 2026 | Buy | +68 | $33.85 | $2.30K | 8,985 |
| Allison Lafferty Director | Aug 26, 2026 | Buy | +105 | $34.10 | $3.58K | 9,090 |
| Allison Lafferty Director | Aug 26, 2026 | Buy | +910 | $33.91 | $30.86K | 10,000 |
| Don Barton Director | Aug 26, 2026 | Sale(10b5-1 plan) | −375 | $34.07 | $12.78K | 29,600 |
| Daniel J. Leonard Director | Aug 19, 2026 | Buy | +125 | $34.59 | $4.32K | 62,537 |
| H. Randolph Holder Jr Director | Aug 17, 2026 | Buy | +115 | $33.75 | $3.88K | 152,991 |
| Daniel J. Leonard Director | Jul 29, 2026 | Other | −186 | – | – | 62,412 |
| Gary Strong Director | Jul 27, 2026 | Buy | +2,000 | $32.50 | $65.00K | 14,842 |
| Don Barton Director | Jul 27, 2026 | Sale(10b5-1 plan) | −375 | $32.72 | $12.27K | 29,975 |
| Don Barton Director | Jun 26, 2026 | Sale(10b5-1 plan) | −375 | $33.26 | $12.47K | 30,350 |
| Allison Lafferty Director | May 28, 2026 | Buy | +87 | $33.44 | $2.91K | 8,693 |
| Don Barton Director | May 26, 2026 | Sale | −375 | $33.77 | $12.66K | 30,725 |
| Christopher M. Courtney CEO, Director | May 20, 2026 | Discretionary | +657 | – | – | 244,304 |
| H. Randolph Holder Jr Director | May 12, 2026 | Buy | +200 | $32.50 | $6.50K | 152,876 |
| Allison Lafferty Director | May 5, 2026 | Buy | +180 | $33.19 | $5.97K | 8,606 |
| Daniel J. Leonard Director | Apr 29, 2026 | Buy | +375 | $33.00 | $12.38K | 62,598 |
| Gary Stephens EVP Commercial Banking | Feb 27, 2026 | Tax withholding | −89 | – | – | 37,338 |
| Gary Stephens EVP Commercial Banking | Feb 27, 2026 | Tax withholding | −91 | – | – | 36,733 |
| Gary Stephens EVP Commercial Banking | Feb 27, 2026 | Tax withholding | −103 | – | – | 36,824 |
| Gary Stephens EVP Commercial Banking | Feb 27, 2026 | Tax withholding | −411 | – | – | 36,927 |
| Gary Stephens EVP Commercial Banking | Feb 27, 2026 | Award | +784 | – | – | 37,517 |
| Gary Stephens EVP Commercial Banking | Feb 27, 2026 | Tax withholding | −107 | – | – | 37,427 |
| Gary Stephens EVP Commercial Banking | Feb 27, 2026 | Tax withholding | −120 | – | – | 37,534 |
| Cathy Ghan EVP Commercial Real Estate | Feb 27, 2026 | Tax withholding | −87 | – | – | 40,983 |
| Cathy Ghan EVP Commercial Real Estate | Feb 27, 2026 | Tax withholding | −105 | – | – | 41,070 |
| Cathy Ghan EVP Commercial Real Estate | Feb 27, 2026 | Tax withholding | −401 | – | – | 40,582 |
| Cathy Ghan EVP Commercial Real Estate | Feb 27, 2026 | Tax withholding | −101 | – | – | 40,481 |
| Cathy Ghan EVP Commercial Real Estate | Feb 27, 2026 | Tax withholding | −89 | – | – | 40,392 |
| Cathy Ghan EVP Commercial Real Estate | Feb 27, 2026 | Award | +784 | – | – | 41,176 |
| Michael J. Rodrigues EVP Chief Credit Officer | Feb 27, 2026 | Tax withholding | −88 | – | – | 76,250 |
| Michael J. Rodrigues EVP Chief Credit Officer | Feb 27, 2026 | Tax withholding | −90 | – | – | 75,648 |
| Michael J. Rodrigues EVP Chief Credit Officer | Feb 27, 2026 | Tax withholding | −103 | – | – | 75,738 |
| Michael J. Rodrigues EVP Chief Credit Officer | Feb 27, 2026 | Tax withholding | −409 | – | – | 75,841 |
| Michael J. Rodrigues EVP Chief Credit Officer | Feb 27, 2026 | Award | +784 | – | – | 76,432 |
| Michael J. Rodrigues EVP Chief Credit Officer | Feb 27, 2026 | Tax withholding | −107 | – | – | 76,338 |
| Michael J. Rodrigues EVP Chief Credit Officer | Feb 27, 2026 | Tax withholding | −119 | – | – | 76,445 |
| Kimberly D. Booke EVP Chief Risk Officer | Feb 27, 2026 | Award | +784 | – | – | 19,103 |
| Kimberly D. Booke EVP Chief Risk Officer | Feb 27, 2026 | Tax withholding | −91 | – | – | 18,319 |
| Kimberly D. Booke EVP Chief Risk Officer | Feb 27, 2026 | Tax withholding | −411 | – | – | 18,410 |
| Jeffrey A. Gall EVP Chief Financial Officer | Feb 27, 2026 | Tax withholding | −107 | – | – | 39,895 |
| Jeffrey A. Gall EVP Chief Financial Officer | Feb 27, 2026 | Tax withholding | −103 | – | – | 39,292 |
| Jeffrey A. Gall EVP Chief Financial Officer | Feb 27, 2026 | Tax withholding | −411 | – | – | 39,395 |
| Jeffrey A. Gall EVP Chief Financial Officer | Feb 27, 2026 | Tax withholding | −89 | – | – | 39,806 |
| Jeffrey A. Gall EVP Chief Financial Officer | Feb 27, 2026 | Tax withholding | −91 | – | – | 39,201 |
| Jeffrey A. Gall EVP Chief Financial Officer | Feb 27, 2026 | Tax withholding | −120 | – | – | 40,002 |
| Jeffrey A. Gall EVP Chief Financial Officer | Feb 27, 2026 | Award | +784 | – | – | 39,985 |
| Russell E. Stahl EVP Chief Information Officer | Feb 27, 2026 | Tax withholding | −91 | – | – | 40,012 |
| Russell E. Stahl EVP Chief Information Officer | Feb 27, 2026 | Award | +784 | – | – | 40,796 |
| Russell E. Stahl EVP Chief Information Officer | Feb 27, 2026 | Tax withholding | −103 | – | – | 40,103 |
| Russell E. Stahl EVP Chief Information Officer | Feb 27, 2026 | Tax withholding | −411 | – | – | 40,206 |
| Russell E. Stahl EVP Chief Information Officer | Feb 27, 2026 | Tax withholding | −89 | – | – | 40,617 |
| Russell E. Stahl EVP Chief Information Officer | Feb 27, 2026 | Tax withholding | −107 | – | – | 40,706 |
| Russell E. Stahl EVP Chief Information Officer | Feb 27, 2026 | Tax withholding | −120 | – | – | 40,813 |
| Julie Dehart EVP Retail Banking | Feb 27, 2026 | Tax withholding | −411 | – | – | 21,399 |
| Julie Dehart EVP Retail Banking | Feb 27, 2026 | Tax withholding | −91 | – | – | 21,205 |
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 |
|---|---|---|---|---|---|
| Don Barton Director | Sep 28, 2026 | 375 | $12.76K | Sep 28, 2026 | Open Market Purchase |
| Don Barton Director | Aug 26, 2026 | 375 | $124.78K | Aug 26, 2026 | Open Market Purchase |
| Don Barton Director | Jul 27, 2026 | 375 | $12.27K | Jul 27, 2026 | Open Market Purchase |
| Don Barton Director | Jun 26, 2026 | 375 | $12.47K | Jun 26, 2026 | Open Market Purchase |
| Don Barton Director | May 26, 2026 | 375 | $12.66K | May 26, 2026 | Open Market Purchase |
| Don Barton Director | Feb 9, 2026 | 235 | $7.97K | Feb 6, 2026 | Open Market Purchase |
| Don Barton Director | Jan 12, 2026 | 375 | $11.34K | Jan 12, 2026 | Open Market Purchase |
| Don Barton Director | Dec 12, 2025 | 375 | $11.41K | Dec 12, 2025 | Open Market Purchase |
| Don Barton Director | Nov 12, 2025 | 375 | $10.76K | Nov 12, 2025 | Open Market Purchase |
| Don Barton Director | Oct 14, 2025 | 375 | $9.79K | Oct 13, 2025 | Open Market Purchase |
| Don Barton Director | Sep 12, 2025 | 375 | $10.88K | Sep 12, 2025 | Open Market Purchase |
| Don Barton Director | Aug 12, 2025 | 375 | $10.47K | Aug 12, 2025 | Open Market Purchase |
| Don Barton Director | Jul 14, 2025 | 375 | $10.74K | Jul 14, 2025 | Open Market Purchase |
| Don Barton Director | Jun 12, 2025 | 375 | $9.81K | Jun 12, 2025 | Open Market Purchase |
| Don Barton Director | May 12, 2025 | 4,000 | $152.00K | May 12, 2025 | Founders Shares |