SHBINasdaqNational Commercial BanksFiscal year ends December 31
SHORE BANCSHARES INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$22.43−0.12 (-0.53%)
Close on Oct 19, 2026
- Market cap
- $750.93M
- P/E (TTM)
- 11.4
- Dividend yield
- 2.14%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
68.3%
23M of 33M shares
Institutional holders
177
29 new, 11 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
7 buys · 1 sales
Net bought $199.02K
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 |
|---|---|---|---|---|
| Fourthstone LLC | 2,968,891 | 8.91% | 13G (passive) amendment | Dec 31, 2024 |
| BlackRock, Inc. | 2,425,534 | 7.30% | 13G (passive) amendment | Mar 31, 2025 |
| Alan J. Hyatt | 1,763,505 | 5.30% | 13G (passive) amendment | Dec 31, 2023 |
| Dimensional Fund Advisors LP | 1,683,403 | 5.00% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SHBI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,215,010 | 9.63% | $73.78M | +191,443 | 0.00% |
| Dimensional Fund Advisors LP | 1,774,718 | 5.32% | $40.73M | +91,315 | 0.01% |
| Vanguard Capital Management LLC | 1,345,267 | 4.03% | $30.87M | −31,267 | 0.00% |
| American Century Companies Inc | 1,095,951 | 3.28% | $25.15M | +135,343 | 0.01% |
| State Street Corp | 1,029,202 | 3.08% | $23.62M | +104,039 | 0.00% |
| Manufacturers Life Insurance Company, The | 885,021 | 2.65% | $20.31M | −5,063 | 0.02% |
| Geode Capital Management, LLC | 816,475 | 2.45% | $18.74M | +47,534 | 0.00% |
| Wellington Management Group Llp | 768,354 | 2.30% | $17.63M | −245,321 | 0.00% |
| Jupiter Topco LLC | 745,516 | 2.23% | $17.11M | New | 0.01% |
| Ameriprise Financial Inc | 523,562 | 1.57% | $12.02M | +79,403 | 0.00% |
| Atlantic Union Bankshares Corp | 486,930 | 1.46% | $11.18M | – | 0.19% |
| Nuveen, LLC | 483,359 | 1.45% | $11.09M | +138,548 | 0.00% |
| Goldman Sachs Group Inc | 481,073 | 1.44% | $11.04M | −68,764 | 0.00% |
| Aqr Capital Management LLC | 476,221 | 1.43% | $10.93M | +40,914 | 0.00% |
| Hotchkis & Wiley Capital Management LLC | 337,669 | 1.01% | $7.75M | +34,370 | 0.02% |
| Arrowstreet Capital, Limited Partnership | 336,589 | 1.01% | $7.72M | −75,622 | 0.00% |
| Northern Trust Corp | 316,028 | 0.95% | $7.25M | +13,140 | 0.00% |
| Vanguard Portfolio Management LLC | 299,794 | 0.90% | $6.88M | +51,020 | 0.00% |
| Basswood Capital Management, L.L.C. | 299,231 | 0.90% | $6.87M | New | 0.27% |
| Renaissance Technologies LLC | 279,515 | 0.84% | $6.41M | −68,100 | 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 | 177 | 23M | 68.3% | 29 / 71 | 46 / 11 | 3M | 2M |
| Q1 2026 | 163 | 22M | 66.4% | 30 / 64 | 37 / 13 | 4M | 1M |
| Q4 2025 | 148 | 21M | 64.3% | 16 / 54 | 51 / 20 | 2M | 2M |
| Q3 2025 | 153 | 21M | 63.1% | 18 / 68 | 43 / 17 | 2M | 1M |
| Q2 2025 | 152 | 20M | 60.8% | 19 / 61 | 45 / 17 | 3M | 2M |
| Q1 2025 | 151 | 20M | 58.5% | 35 / 56 | 31 / 9 | 3M | 3M |
| Q4 2024 | 126 | 19M | 57.9% | 22 / 40 | 35 / 6 | 1M | 1M |
| Q3 2024 | 114 | 19M | 57.7% | 10 / 42 | 32 / 7 | 4M | 1M |
| Q2 2024 | 112 | 19M | 57.0% | 13 / 40 | 33 / 16 | 2M | 1M |
| Q1 2024 | 115 | 19M | 56.2% | 14 / 34 | 40 / 9 | 1M | 1M |
| Q4 2023 | 111 | 18M | 55.0% | 10 / 40 | 35 / 11 | 1M | 1M |
| Q3 2023 | 112 | 18M | 52.9% | 25 / 54 | 18 / 8 | 6M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SHBI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 958,386 | 2.87% | $21.99M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 885,793 | 2.65% | $20.33M | 0.02% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 866,195 | 2.60% | $17.90M | 0.07% | May 31, 2026 |
| Janus Henderson Small Cap Value Fund | 745,441 | 2.23% | $17.11M | 1.35% | Jun 30, 2026 |
| Regional Bank Fund | 420,998 | 1.26% | $10.31M | 1.07% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 368,213 | 1.10% | $9.02M | 0.05% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 355,507 | 1.07% | $8.16M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 343,549 | 1.03% | $8.42M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 313,607 | 0.94% | $7.20M | 0.05% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 311,812 | 0.93% | $7.16M | 0.15% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 291,670 | 0.87% | $7.15M | 0.29% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 216,314 | 0.65% | $5.30M | 0.03% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 208,989 | 0.63% | $5.12M | 0.04% | Jul 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 203,435 | 0.61% | $4.20M | 0.08% | May 29, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 196,996 | 0.59% | $4.52M | 0.00% | 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 |
|---|---|---|---|---|
| James M. Burke | President & CEO, Director | 98,189 | 0.29% | Mar 9, 2026 |
| Charles S. Cullum | EVP, Chief Financial Officer | 3,796 | 0.01% | Aug 25, 2026 |
| Noah Edward Stayton | EVP, Chief Information Officer | 2,441 | 0.01% | Aug 25, 2026 |
| Brian Scot Ebron | EVP, Chief Banking Officer | 63,355 | 0.19% | Mar 9, 2026 |
| Christy Lombardi | EVP, Chief Human Resources Ofc | 65,409 | 0.20% | Mar 9, 2026 |
| Talal Tay | EVP, Chief Risk Officer | 17,687 | 0.05% | Mar 9, 2026 |
| Ruch, Jr. Charles E. | EVP, Chief Credit Officer | 10,304 | 0.03% | Mar 9, 2026 |
| Donna J. Stevens | EVP, Chief Operating Officer | 24,050 | 0.07% | Mar 9, 2026 |
| Virginia Marie Anderson | EVP Chief Internal Audit Off. | 1,690 | 0.01% | Mar 9, 2026 |
| Lacey Amanda Pierce | Chief Strategy&ProjectOfficer | 73,060 | 0.22% | Mar 9, 2026 |
| John William Augustus III | EVP, Deputy Chief Credit Off | 1,263 | 0.00% | Mar 2, 2026 |
| Aaron Michael Kaslow | EVP, Chief Legal Officer | 6,500 | 0.02% | Feb 19, 2026 |
| Todd L. Capitani | EVP, Special Advisor to CEO | 48,935 | 0.15% | Jul 2, 2025 |
| Andrea E. Colender | EVP, Chief Legal Officer | 30,264 | 0.09% | Jul 2, 2025 |
| John Lamon | Director | 65,122 | 0.20% | Aug 5, 2026 |
| David S. Jones | Director | 71,987 | 0.22% | Jul 31, 2026 |
| R. Michael Clemmer | Director | 32,816 | 0.10% | Jul 31, 2026 |
| Edward Lawrence Sanders III | Director | 95,776 | 0.29% | Jul 31, 2026 |
| Louis P. Jenkins Jr | Director | 64,510 | 0.19% | Jul 31, 2026 |
| Alan J. Hyatt | Director | 1,772,168 | 5.31% | Jul 31, 2026 |
| Rebecca Middleton McDonald | Director | 101,044 | 0.30% | Jul 31, 2026 |
| Konrad Wayson | Director | 86,969 | 0.26% | Jul 31, 2026 |
| Michael Brian Adams | Director | 58,526 | 0.18% | Jul 31, 2026 |
| A. Joseph Slater Jr | Director | 66,634 | 0.20% | Mar 3, 2026 |
| William E. Esham III | Director | 12,881 | 0.04% | Feb 9, 2026 |
| Dawn M. Willey | Director | 45,684 | 0.14% | Dec 1, 2025 |
| Clyde V. Kelly Iii | Director | 28,336 | 0.08% | Jul 30, 2025 |
| Esther A. Streete | Director | 657 | 0.00% | Jun 2, 2025 |
| Frank E. Mason III | Director | 45,840 | 0.14% | Jan 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Noah Edward Stayton EVP, Chief Information Officer | Aug 21, 2026 | Tax withholding | −1,251 | – | – | 2,441 |
| Noah Edward Stayton EVP, Chief Information Officer | Aug 21, 2026 | Option exercise | +3,692 | – | – | 3,692 |
| Charles S. Cullum EVP, Chief Financial Officer | Aug 21, 2026 | Tax withholding | −533 | – | – | 3,796 |
| Charles S. Cullum EVP, Chief Financial Officer | Aug 21, 2026 | Option exercise | +1,581 | – | – | 4,329 |
| John Lamon Director | Aug 3, 2026 | Buy | +300 | $24.57 | $7.37K | 65,122 |
| R. Michael Clemmer Director | Jul 29, 2026 | Option exercise | +2,310 | – | – | 32,466 |
| Edward Lawrence Sanders III Director | Jul 29, 2026 | Option exercise | +2,310 | – | – | 72,856 |
| Charles S. Cullum EVP, Chief Financial Officer | Jul 29, 2026 | Tax withholding | −1,413 | – | – | 2,748 |
| Charles S. Cullum EVP, Chief Financial Officer | Jul 29, 2026 | Option exercise | +4,161 | – | – | 4,161 |
| John Lamon Director | Jul 29, 2026 | Option exercise | +2,310 | – | – | 64,822 |
| Louis P. Jenkins Jr Director | Jul 29, 2026 | Option exercise | +2,310 | – | – | 64,510 |
| Alan J. Hyatt Director | Jul 29, 2026 | Option exercise | +2,310 | – | – | 939,004 |
| Rebecca Middleton McDonald Director | Jul 29, 2026 | Option exercise | +2,310 | – | – | 10,318 |
| Konrad Wayson Director | Jul 29, 2026 | Option exercise | +2,310 | – | – | 24,573 |
| Michael Brian Adams Director | Jul 29, 2026 | Option exercise | +2,310 | – | – | 48,416 |
| David S. Jones Director | Jul 29, 2026 | Option exercise | +2,310 | – | – | 13,960 |
| Michael Brian Adams Director | May 26, 2026 | Buy | +175 | $20.29 | $3.55K | 45,818 |
| James M. Burke President & CEO, Director | Mar 7, 2026 | Tax withholding | −1,627 | – | – | 90,107 |
| James M. Burke President & CEO, Director | Mar 7, 2026 | Option exercise | +4,679 | – | – | 93,959 |
| Lacey Amanda Pierce Chief Strategy&ProjectOfficer | Mar 7, 2026 | Option exercise | +965 | – | – | 39,394 |
| Lacey Amanda Pierce Chief Strategy&ProjectOfficer | Mar 7, 2026 | Tax withholding | −335 | – | – | 38,709 |
| Donna J. Stevens EVP, Chief Operating Officer | Mar 7, 2026 | Tax withholding | −478 | – | – | 22,122 |
| Donna J. Stevens EVP, Chief Operating Officer | Mar 7, 2026 | Option exercise | +1,362 | – | – | 22,600 |
| Christy Lombardi EVP, Chief Human Resources Ofc | Mar 7, 2026 | Option exercise | +1,325 | – | – | 58,854 |
| Christy Lombardi EVP, Chief Human Resources Ofc | Mar 7, 2026 | Tax withholding | −465 | – | – | 57,900 |
| Brian Scot Ebron EVP, Chief Banking Officer | Mar 7, 2026 | Tax withholding | −455 | – | – | 26,388 |
| Brian Scot Ebron EVP, Chief Banking Officer | Mar 7, 2026 | Option exercise | +1,435 | – | – | 27,230 |
| Ruch, Jr. Charles E. EVP, Chief Credit Officer | Mar 7, 2026 | Option exercise | +1,104 | – | – | 8,304 |
| Ruch, Jr. Charles E. EVP, Chief Credit Officer | Mar 7, 2026 | Tax withholding | −386 | – | – | 7,918 |
| Talal Tay EVP, Chief Risk Officer | Mar 7, 2026 | Tax withholding | −380 | – | – | 16,683 |
| Talal Tay EVP, Chief Risk Officer | Mar 7, 2026 | Option exercise | +1,196 | – | – | 17,387 |
| James M. Burke President & CEO, Director | Mar 6, 2026 | Tax withholding | −2,225 | – | – | 91,734 |
| James M. Burke President & CEO, Director | Mar 6, 2026 | Option exercise | +6,260 | – | – | 89,280 |
| Virginia Marie Anderson EVP Chief Internal Audit Off. | Mar 6, 2026 | Tax withholding | −58 | – | – | 1,422 |
| Virginia Marie Anderson EVP Chief Internal Audit Off. | Mar 6, 2026 | Option exercise | +142 | – | – | 1,480 |
| Lacey Amanda Pierce Chief Strategy&ProjectOfficer | Mar 6, 2026 | Option exercise | +984 | – | – | 38,429 |
| Lacey Amanda Pierce Chief Strategy&ProjectOfficer | Mar 6, 2026 | Tax withholding | −350 | – | – | 39,044 |
| Christy Lombardi EVP, Chief Human Resources Ofc | Mar 6, 2026 | Tax withholding | −489 | – | – | 58,365 |
| Christy Lombardi EVP, Chief Human Resources Ofc | Mar 6, 2026 | Option exercise | +1,360 | – | – | 57,529 |
| Brian Scot Ebron EVP, Chief Banking Officer | Mar 6, 2026 | Option exercise | +1,192 | – | – | 25,795 |
| Brian Scot Ebron EVP, Chief Banking Officer | Mar 6, 2026 | Tax withholding | −387 | – | – | 26,843 |
| Talal Tay EVP, Chief Risk Officer | Mar 6, 2026 | Tax withholding | −324 | – | – | 17,063 |
| Talal Tay EVP, Chief Risk Officer | Mar 6, 2026 | Option exercise | +994 | – | – | 16,191 |
| A. Joseph Slater Jr Director | Mar 2, 2026 | Sale | −1,802 | $18.78 | $33.84K | 66,634 |
| Christy Lombardi EVP, Chief Human Resources Ofc | Feb 27, 2026 | Tax withholding | −483 | – | – | 56,169 |
| Christy Lombardi EVP, Chief Human Resources Ofc | Feb 27, 2026 | Option exercise | +1,432 | – | – | 56,652 |
| Brian Scot Ebron EVP, Chief Banking Officer | Feb 27, 2026 | Option exercise | +1,664 | – | – | 25,114 |
| Brian Scot Ebron EVP, Chief Banking Officer | Feb 27, 2026 | Tax withholding | −511 | – | – | 24,603 |
| Talal Tay EVP, Chief Risk Officer | Feb 27, 2026 | Tax withholding | −428 | – | – | 15,197 |
| Talal Tay EVP, Chief Risk Officer | Feb 27, 2026 | Option exercise | +1,393 | – | – | 15,625 |
| Donna J. Stevens EVP, Chief Operating Officer | Feb 27, 2026 | Option exercise | +1,470 | – | – | 21,734 |
| Donna J. Stevens EVP, Chief Operating Officer | Feb 27, 2026 | Tax withholding | −496 | – | – | 21,238 |
| Lacey Amanda Pierce Chief Strategy&ProjectOfficer | Feb 27, 2026 | Option exercise | +1,277 | – | – | 37,869 |
| Lacey Amanda Pierce Chief Strategy&ProjectOfficer | Feb 27, 2026 | Tax withholding | −424 | – | – | 37,445 |
| Ruch, Jr. Charles E. EVP, Chief Credit Officer | Feb 27, 2026 | Tax withholding | −454 | – | – | 7,200 |
| Ruch, Jr. Charles E. EVP, Chief Credit Officer | Feb 27, 2026 | Option exercise | +1,354 | – | – | 7,654 |
| Virginia Marie Anderson EVP Chief Internal Audit Off. | Feb 27, 2026 | Tax withholding | −269 | – | – | 1,338 |
| Virginia Marie Anderson EVP Chief Internal Audit Off. | Feb 27, 2026 | Option exercise | +696 | – | – | 1,607 |
| James M. Burke President & CEO, Director | Feb 27, 2026 | Tax withholding | −1,954 | – | – | 83,020 |
| James M. Burke President & CEO, Director | Feb 27, 2026 | Option exercise | +5,806 | – | – | 84,974 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.