StockData
RMNYSEPersonal Credit InstitutionsFiscal year ends December 31

Regional Management Corp.

Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$34.04−0.33 (-0.96%)

Close on Oct 19, 2026

Market cap
$326.92M
P/E (TTM)
7.2
Dividend yield
3.53%

Ownership

Institutional holdings as of Jun 30, 2026, from 13F filings

Held by institutions
88.7%
8M of 9M shares
Institutional holders
124
20 new, 8 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
3 buys · 98 sales
Net sold $18.59M

Shares held by institutions

Holders of more than 5%

Latest Schedule 13D (active) or 13G (passive) filed by each holder

HolderShares% of classFilingAs of
Dimensional Fund Advisors LP759,1187.70%13G (passive) amendmentDec 29, 2023
BlackRock, Inc.715,0297.80%13G (passive) amendmentJun 30, 2026
Robert MacArthur1,086,10211.00%13G (passive) amendmentMay 3, 2024
Forager Fund, L.P.1,040,46910.50%13G (passive) amendmentJun 9, 2025

Top institutional holders

13F holdings as of Jun 30, 2026

HolderShares% of RMValueChange% of portfolio
BlackRock, Inc.1,153,24612.50%$47.51M+16,7920.00%
Forager Capital Management, LLC948,45810.28%$39.08M−70,80514.69%
Basswood Capital Management, L.L.C.855,4259.27%$35.24M+34,7481.40%
Dimensional Fund Advisors LP690,6107.49%$28.45M−1,4240.01%
Lsv Asset Management341,6323.70%$14.08K−1,6000.03%
Vanguard Capital Management LLC335,5933.64%$13.83M−9,2490.00%
Tieton Capital Management, LLC318,2593.45%$13.11K−1,9650.00%
American Century Companies Inc289,1573.13%$11.91M+28,2880.01%
Geode Capital Management, LLC225,1012.44%$9.28M+12,5150.00%
Renaissance Technologies LLC185,5412.01%$7.64M−37,6920.01%
State Street Corp173,2381.88%$7.14M−7440.00%
Goldman Sachs Group Inc156,5381.70%$6.45M−6,2590.00%
Wellington Management Group Llp124,7881.35%$5.14M−34,8000.00%
Charles Schwab Investment Management Inc122,2051.32%$5.03M−37,6220.00%
Bridgeway Capital Management, LLC121,8041.32%$5.02M+4,5950.09%
Hillsdale Investment Management Inc.113,7171.23%$4.69M+16,2000.11%
Arrowstreet Capital, Limited Partnership111,8841.21%$4.61M+3,4450.00%
Morgan Stanley109,5541.19%$4.51M+25,7610.00%
Jacobs Levy Equity Management, Inc105,7131.15%$4.36M+34,6190.02%
Northern Trust Corp89,9410.97%$3.71M−2,6850.00%

Institutional buying and selling by quarter

Positions opened, added to, reduced and closed by 13F filers

QuarterHoldersShares held% of sharesNew / addedReduced / closedShares boughtShares sold
Q2 20261248M88.7%20 / 5332 / 81M0M
Q1 20261138M87.6%15 / 4634 / 161M0M
Q4 20251178M87.5%15 / 4633 / 110M0M
Q3 20251138M87.0%19 / 4532 / 70M1M
Q2 20251018M89.3%9 / 4533 / 131M1M
Q1 20251068M89.6%17 / 3934 / 51M0M
Q4 2024958M89.7%9 / 4523 / 51M0M
Q3 2024918M85.8%17 / 3522 / 42M0M
Q2 2024798M84.6%9 / 3525 / 71M1M
Q1 2024778M86.0%2 / 2633 / 70M0M
Q4 2023828M87.5%7 / 3029 / 80M0M
Q3 2023838M86.4%12 / 3425 / 81M0M

Top mutual fund and ETF holders

Latest monthly portfolio reports (Form N-PORT)

FundShares% of RMValue% of fundAs of
iShares Russell 2000 ETF249,9392.71%$10.30M0.01%Jun 30, 2026
Avantis U.S. Small Cap Value ETF238,3652.58%$8.76M0.03%May 31, 2026
Vanguard Total Stock Market Index Fund230,0982.49%$9.48M0.00%Jun 30, 2026
U.S. Small Cap Value Portfolio161,4581.75%$5.21M0.03%Jul 31, 2026
BlackRock Advantage Small Cap Core Fund110,5701.20%$4.06M0.08%May 29, 2026
Vanguard Extended Market Index Fund97,7801.06%$4.03M0.00%Jun 30, 2026
Fidelity Small Cap Index Fund96,8701.05%$3.13M0.01%Jul 31, 2026
U.S. Targeted Value Portfolio95,3611.03%$3.08M0.02%Jul 31, 2026
U.S. Small Cap Portfolio81,4040.88%$2.63M0.01%Jul 31, 2026
Schwab Fundamental U.S. Small Company ETF80,8100.88%$2.97M0.03%May 31, 2026
iShares Russell 2000 Value ETF75,6300.82%$3.12M0.02%Jun 30, 2026
Dimensional U.S. Targeted Value ETF67,5490.73%$2.18M0.02%Jul 31, 2026
EA Bridgeway Omni Small-Cap Value ETF65,3040.71%$2.69M0.11%Jun 30, 2026
Fidelity Enhanced Small Cap Core ETF63,6970.69%$2.62M0.05%Jun 30, 2026
Omni Small-Cap Value Fund56,1000.61%$2.31M0.17%Jun 30, 2026

Officers, directors and major owners

People who filed Forms 3, 4 or 5 in the last two years

NameRoleShares owned% of sharesLatest filing
Lakhbir S. LambaPresident and CEO, Director55,7340.60%Aug 13, 2026
Robert William BeckPresident and CEO, Director84,0170.91%Aug 12, 2025
Catherine R. AtwoodSVP and General Counsel55,5070.60%Aug 26, 2026
Steven B. BarnetteVP, Chief Accounting Officer17,8650.19%Aug 4, 2026
Brian J. FisherEVP, Chief Strat/Dev Officer46,1170.50%Jul 2, 2026
Manish ParmarEVP, Chief Credit Risk Officer71,8470.78%Jul 2, 2026
Harpreet RanaEVP, Chief Fin & Admin Officer63,6350.69%Jul 2, 2026
Basswood Financial Long Only Fund, L.P.Director, 10% owner455,6314.94%Sep 3, 2026
Bennett D. LindenbaumDirector, 10% owner460,4904.99%Sep 3, 2026
Matthew A. LindenbaumDirector, 10% owner34,7480.38%Sep 3, 2026
Basswood Capital Management, L.L.C.Director, 10% owner515,4485.59%Sep 3, 2026
Sandra K. JohnsonDirector20,5730.22%Jun 2, 2026
Steven J. FreibergDirector164,4961.78%May 26, 2026
Carlos PalomaresDirector74,1960.80%May 26, 2026
Roel C. CamposDirector117,7841.28%May 26, 2026
Michael R. DunnDirector106,6921.16%May 26, 2026
Maria Contreras-SweetDirector39,6960.43%May 26, 2026
Jonathan David BrownDirector34,7480.38%May 26, 2026
Julie BoothDirector8,9880.10%May 26, 2026
Basswood Partners, L.L.C.Director, 10% owner30,0210.33%Feb 24, 2026
Basswood Financial Fund, L.P.Director, 10% owner106,2911.15%Feb 24, 2026
Basswood Financial Fund, Ltd.Director, 10% owner4,9840.05%Feb 24, 2026
Basswood Opportunity Partners, L.P.Director, 10% owner457,1104.95%Feb 24, 2026
Basswood Strategic Financial Fund, L.P.Director, 10% owner––Feb 19, 2025
Edward Urban Kissel10% owner1,021,29611.07%Sep 17, 2026
Forager Fund, L.P.10% owner948,45810.28%Sep 17, 2026
Forager Capital Management, LLC10% owner919,1369.96%Sep 17, 2026
Robert Symmes MacArthur10% owner953,47510.33%Sep 17, 2026

Insider trades

Common stock transactions reported on Form 4, newest first

InsiderDateTransactionSharesPriceValueShares after
Forager Capital Management, LLC
10% owner
Sep 17, 2026Sale−10,401$32.22$335.12K919,136
Forager Capital Management, LLC
10% owner
Sep 16, 2026Sale−9,064$32.19$291.77K929,537
Forager Capital Management, LLC
10% owner
Sep 15, 2026Sale−9,857$32.26$317.99K938,601
Bennett D. Lindenbaum
Director, 10% owner
Sep 2, 2026Award+23,764$33.10$786.59K453,434
Bennett D. Lindenbaum
Director, 10% owner
Sep 1, 2026Award+4,064$31.86$129.48K429,670
Bennett D. Lindenbaum
Director, 10% owner
Sep 1, 2026Sale−1,159$31.65$36.68K23,118
Catherine R. Atwood
SVP and General Counsel
Aug 24, 2026Sale(10b5-1 plan)−200$35.00$7.00K55,507
Lakhbir S. Lamba
President and CEO, Director
Aug 12, 2026Buy+3,500$31.76$111.16K55,734
Lakhbir S. Lamba
President and CEO, Director
Aug 11, 2026Buy+6,500$31.59$205.34K52,234
Steven B. Barnette
VP, Chief Accounting Officer
Aug 3, 2026Award+4,393––17,865
Steven B. Barnette
VP, Chief Accounting Officer
Jul 10, 2026Sale(10b5-1 plan)−3,274$43.30$141.76K13,472
Catherine R. Atwood
SVP and General Counsel
Jul 2, 2026Award+8,321––55,707
Brian J. Fisher
EVP, Chief Strat/Dev Officer
Jul 2, 2026Award+13,247––46,117
Manish Parmar
EVP, Chief Credit Risk Officer
Jul 2, 2026Award+10,695––71,847
Harpreet Rana
EVP, Chief Fin & Admin Officer
Jul 2, 2026Award+17,466––63,635
Steven B. Barnette
VP, Chief Accounting Officer
Jul 1, 2026Sale(10b5-1 plan)−1,600$42.04$67.26K16,746
Sandra K. Johnson
Director
Jun 1, 2026Gift−1,360––20,573
Sandra K. Johnson
Director
May 26, 2026Sale−1,000$36.00$36.00K21,933
Maria Contreras-Sweet
Director
May 21, 2026Award+3,829––39,696
Carlos Palomares
Director
May 21, 2026Award+4,286––74,196
Jonathan David Brown
Director
May 21, 2026Award+3,337––34,748
Roel C. Campos
Director
May 21, 2026Award+3,583––117,784
Julie Booth
Director
May 21, 2026Award+3,829––8,988
Matthew A. Lindenbaum
Director, 10% owner
May 21, 2026Award+3,337––34,748
Sandra K. Johnson
Director
May 21, 2026Award+3,583––22,933
Michael R. Dunn
Director
May 21, 2026Award+3,583––106,692
Steven J. Freiberg
Director
May 21, 2026Award+3,829––142,048
Lakhbir S. Lamba
President and CEO, Director
May 13, 2026Award+36,613––45,734
Catherine R. Atwood
SVP and General Counsel
May 13, 2026Award+6,444––47,386
Harpreet Rana
EVP, Chief Fin & Admin Officer
May 13, 2026Award+14,645––46,169
Brian J. Fisher
EVP, Chief Strat/Dev Officer
May 13, 2026Award+5,125––32,870
Manish Parmar
EVP, Chief Credit Risk Officer
May 13, 2026Award+5,125––61,152
Catherine R. Atwood
SVP and General Counsel
May 11, 2026Sale(10b5-1 plan)−3,000$35.06$105.18K40,942
Forager Fund, L.P.
10% owner
Apr 29, 2026Sale−2,916$38.50$112.27K948,458
Forager Fund, L.P.
10% owner
Apr 28, 2026Sale−2,101$39.59$83.18K951,374
Robert Symmes MacArthur
10% owner
Apr 21, 2026Sale−5,788$40.18$232.56K953,475
Robert Symmes MacArthur
10% owner
Apr 20, 2026Sale−15,000$39.68$595.20K959,263
Robert Symmes MacArthur
10% owner
Apr 17, 2026Sale−7,173$38.56$276.59K974,263
Steven B. Barnette
VP, Chief Accounting Officer
Apr 17, 2026Sale(10b5-1 plan)−1,600$40.00$64.00K18,346
Brian J. Fisher
EVP, Chief Strat/Dev Officer
Apr 17, 2026Sale(10b5-1 plan)−2,961$38.95$115.33K27,745
Robert Symmes MacArthur
10% owner
Apr 16, 2026Sale−12,827$38.48$493.58K981,436
Brian J. Fisher
EVP, Chief Strat/Dev Officer
Apr 15, 2026Tax withholding−5,957$38.22$227.68K30,706
Brian J. Fisher
EVP, Chief Strat/Dev Officer
Apr 15, 2026Option exercise+8,918$19.99$178.27K36,663
Brian J. Fisher
EVP, Chief Strat/Dev Officer
Apr 15, 2026Sale(10b5-1 plan)−5,457$38.09$207.86K27,745
Robert Symmes MacArthur
10% owner
Apr 15, 2026Sale−17,602$38.06$669.93K994,263
Harpreet Rana
EVP, Chief Fin & Admin Officer
Apr 15, 2026Sale(10b5-1 plan)−14,978$38.09$570.51K31,524
Brian J. Fisher
EVP, Chief Strat/Dev Officer
Apr 14, 2026Sale(10b5-1 plan)−3,000$38.07$114.21K33,202
Robert Symmes MacArthur
10% owner
Apr 14, 2026Sale−7,398$38.02$281.27K1,011,865
Harpreet Rana
EVP, Chief Fin & Admin Officer
Apr 14, 2026Sale(10b5-1 plan)−3,009$38.06$114.52K46,502
Roel C. Campos
Director
Mar 12, 2026Other+0––114,201
Roel C. Campos
Director
Mar 12, 2026Buy+953$32.07$30.56K115,154
Carlos Palomares
Director
Feb 27, 2026Tax withholding−4,589$31.82$146.02K69,910
Carlos Palomares
Director
Feb 27, 2026Option exercise+9,188$15.89$146.00K74,499
Matthew A. Lindenbaum
Director, 10% owner
Feb 23, 2026Sale−1,310$34.05$44.61K425,606
Matthew A. Lindenbaum
Director, 10% owner
Feb 23, 2026Sale−259$34.05$8.82K103,611
Matthew A. Lindenbaum
Director, 10% owner
Feb 23, 2026Sale−22$34.05$7494,908
Matthew A. Lindenbaum
Director, 10% owner
Feb 23, 2026Sale−980$34.05$33.37K261,307
Matthew A. Lindenbaum
Director, 10% owner
Feb 23, 2026Sale−57$34.05$1.94K24,277
Matthew A. Lindenbaum
Director, 10% owner
Feb 20, 2026Sale−54$34.51$1.86K4,930
Matthew A. Lindenbaum
Director, 10% owner
Feb 20, 2026Sale−3,201$34.51$110.47K426,916

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

SellerFiledSharesMarket valuePlanned saleAcquired through
Basswood Financial Long Only Fund, LP
10% Stockholder
Sep 1, 20261,159$37.19KSep 1, 2026(3)
Atwood Catherine
Officer
Aug 24, 20263,000$102.33KAug 24, 2026Restricted Stock Units
Brooks Barnette Steven
Officer
Jul 10, 20263,274$139.15KJul 10, 2026Restricted Stock Units
Brooks Barnette Steven
Officer
Jul 1, 20261,600$65.92KJul 1, 2026Restricted Stock Units
Sandra K. Johnson
Director
May 26, 20262,842$100.78KMay 26, 2026Restricted Stock Awards
Atwood Catherine
Officer
May 11, 20266,000$212.04KMay 11, 2026Restricted Stock Units
Fisher Brian
Officer
Apr 17, 20262,961$114.12KApr 17, 2026Exercise of Stock Options
Brooks Barnette Steven
Officer
Apr 17, 20261,600$61.66KApr 17, 2026Restricted Stock Units
Rana Harpreet
Officer
Apr 14, 202617,987$679.55KApr 14, 2026Restricted Stock Awards
Fisher Brian
Officer
Apr 14, 20268,457$319.51KApr 14, 2026Performance Restricted Stock Units and Restricted Stock Awards
Basswood Capital Management, Llc
10% Stockholder
Feb 23, 20261,310$45.33KFeb 23, 2026(3)
Basswood Opportunity Partners, L.P.
10% Stockholder
Feb 23, 2026980$33.91KFeb 23, 2026(3)
Basswood Financial Fund, L.P.
10% Stockholder
Feb 23, 2026259$8.96KFeb 23, 2026(3)
Basswood Financial Long Only Fund, L.P.
10% Stockholder
Feb 23, 202657$1.97KFeb 23, 2026(3)
Basswood Financial Fund, Ltd.
10% Stockholder
Feb 23, 202622$761Feb 23, 2026(3)