Eagle Bancorp Montana, Inc. (EBMT) shareholders
EBMTNasdaqState Commercial BanksFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 4, 2026Score 15/3014% below fair value
$20.61+0.10 (+0.49%)
Close on Nov 12, 2026Market cap $164.17MP/E 10.5Yield 2.79%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
53.8%
4M of 8M shares
Institutional holders
103
18 new, 8 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
1 buys · 10 sales
Net sold $711.03K
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 Joint filing with L. Phillip Stone, IV (6.93%), Fourthstone Master Opportunity Fund Ltd (5.31%) | 551,952 | 6.93% | 13G (passive) | May 15, 2026 |
| BlackRock, Inc. | 492,478 | 6.20% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EBMT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 652,376 | 8.19% | $15.61M | +154,769 | 0.00% |
| Manufacturers Life Insurance Company, The | 395,656 | 4.97% | $9.47M | −2,707 | 0.01% |
| Vanguard Capital Management LLC | 327,051 | 4.11% | $7.83M | −22,664 | 0.00% |
| Dimensional Fund Advisors LP | 277,683 | 3.49% | $6.64M | +55,385 | 0.00% |
| Geode Capital Management, LLC | 187,708 | 2.36% | $4.49M | +15,225 | 0.00% |
| American Century Companies Inc | 155,322 | 1.95% | $3.72M | +70,604 | 0.00% |
| Acadian Asset Management LLC | 137,005 | 1.72% | $3.27M | +95,997 | 0.00% |
| Renaissance Technologies LLC | 131,331 | 1.65% | $3.14M | +62,321 | 0.00% |
| O'Shaughnessy Asset Management, LLC | 112,667 | 1.41% | $2.70M | +11,651 | 0.01% |
| State Street Corp | 108,567 | 1.36% | $2.60M | +17,019 | 0.00% |
| Goldman Sachs Group Inc | 102,581 | 1.29% | $2.45M | +12,732 | 0.00% |
| Bridgeway Capital Management, LLC | 92,161 | 1.16% | $2.21M | +13,374 | 0.04% |
| Aqr Capital Management LLC | 73,304 | 0.92% | $1.75M | +38,174 | 0.00% |
| Ritholtz Wealth Management | 69,633 | 0.87% | $1.67M | +5,620 | 0.02% |
| Connor, Clark & Lunn Investment Management Ltd. | 69,589 | 0.87% | $1.67M | +3,365 | 0.00% |
| Northern Trust Corp | 59,208 | 0.74% | $1.42M | −3,056 | 0.00% |
| Trexquant Investment LP | 52,838 | 0.66% | $1.26M | +21,304 | 0.01% |
| Ashton Thomas Private Wealth, LLC | 50,897 | 0.64% | $1.22M | −3,010 | 0.03% |
| Vanguard Portfolio Management LLC | 50,805 | 0.64% | $1.22M | +8,014 | 0.00% |
| Vanguard Fiduciary Trust Co | 49,841 | 0.63% | $1.19M | +2,798 | 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 | 103 | 4M | 53.8% | 18 / 50 | 21 / 8 | 1M | 1M |
| Q1 2026 | 94 | 4M | 52.8% | 17 / 32 | 31 / 5 | 1M | 1M |
| Q4 2025 | 84 | 4M | 51.7% | 5 / 37 | 24 / 6 | 1M | 0M |
| Q3 2025 | 85 | 4M | 48.7% | 14 / 28 | 24 / 7 | 0M | 0M |
| Q2 2025 | 79 | 4M | 49.2% | 29 / 28 | 9 / 5 | 1M | 1M |
| Q1 2025 | 55 | 3M | 42.6% | 4 / 21 | 13 / 2 | 1M | 0M |
| Q4 2024 | 53 | 3M | 40.1% | 12 / 18 | 13 / 2 | 0M | 0M |
| Q3 2024 | 45 | 3M | 40.5% | 2 / 15 | 12 / 3 | 0M | 0M |
| Q2 2024 | 47 | 3M | 38.0% | 2 / 15 | 12 / 5 | 0M | 0M |
| Q1 2024 | 50 | 3M | 37.6% | 2 / 15 | 17 / 2 | 0M | 0M |
| Q4 2023 | 50 | 3M | 36.8% | 4 / 15 | 12 / 2 | 0M | 0M |
| Q3 2023 | 48 | 3M | 34.3% | 3 / 15 | 13 / 2 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
120 funds held EBMT in Q2 2026, 49% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of EBMT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 232,072 | 2.91% | $5.55M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 216,401 | 2.72% | $5.18M | 0.01% | Jun 30, 2026 |
| Regional Bank Fund | 213,006 | 2.67% | $4.99M | 0.52% | Jul 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 112,733 | 1.42% | $2.50M | 0.01% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 87,112 | 1.09% | $2.08M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 82,585 | 1.04% | $1.93M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 81,088 | 1.02% | $1.94M | 0.01% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 46,734 | 0.59% | $1.09M | 0.01% | Jul 31, 2026 |
| Dimensional US Small Cap Value ETF | 44,687 | 0.56% | $1.05M | 0.01% | Jul 31, 2026 |
| PGIM Quant Solutions Small-Cap Value Fund | 41,600 | 0.52% | $974.69K | 0.22% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 40,140 | 0.50% | $960.55K | 0.04% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 38,257 | 0.48% | $848.92K | 0.00% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 35,313 | 0.44% | $783.60K | 0.00% | May 31, 2026 |
| U.S. Targeted Value Portfolio | 33,882 | 0.43% | $793.86K | 0.00% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 26,776 | 0.34% | $640.75K | 0.04% | 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 |
|---|---|---|---|---|
| Laura Clark | CEO, Director | 34,324 | 0.43% | Nov 4, 2026 |
| Patrick D. Rensmon | President & COO, Director | 15,961 | 0.20% | Nov 4, 2026 |
| Rachel R. Amdahl | SVP-Chief Operations Officer | 25,165 | 0.32% | Nov 4, 2026 |
| Chantelle Nash | EVP-Chief Risk & Admin Offcr | 20,678 | 0.26% | Nov 4, 2026 |
| Dale Field | SVP-Chief Credit Officer | 28,130 | 0.35% | Nov 4, 2026 |
| Alana M. Binde | SVP-Chief Human Resource Offcr | 14,686 | 0.18% | Nov 4, 2026 |
| Miranda Spaulding | EVP - CFO | 16,488 | 0.21% | Nov 4, 2026 |
| Dustin Bryce Barber | EVP - CBO | 4,662 | 0.06% | Apr 16, 2026 |
| Mark A. O'Neill | SVP-Chief Lending Officer | 15,148 | 0.19% | Feb 4, 2026 |
| Linda M. Chilton | SVP-Chief Retail Offcr | 14,072 | 0.18% | Feb 4, 2026 |
| Thomas J. McCarvel | Director | 38,494 | 0.48% | Nov 4, 2026 |
| Kenneth M. Walsh | Director | 84,294 | 1.06% | Nov 4, 2026 |
| Corey Jensen | Director | 9,047 | 0.11% | Nov 4, 2026 |
| Cynthia A. Utterback | Director | 13,229 | 0.17% | Nov 4, 2026 |
| Rick Hays | Director | 42,026 | 0.53% | Nov 4, 2026 |
| Peter Joseph Johnson | Director | 53,152 | 0.67% | Nov 4, 2026 |
| Samuel Waters | Director | 33,201 | 0.42% | Nov 4, 2026 |
| Shavon Cape | Director | 14,802 | 0.19% | Nov 4, 2026 |
| Tanya Chemodurow | Director | 12,512 | 0.16% | Nov 4, 2026 |
| Maureen J. Rude | Director | 11,250 | 0.14% | Nov 5, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Thomas J. McCarvel Director | Nov 2, 2026 | Award | +1,232 | – | – | 38,494 |
| Tanya Chemodurow Director | Nov 2, 2026 | Award | +1,232 | – | – | 12,512 |
| Shavon Cape Director | Nov 2, 2026 | Award | +1,232 | – | – | 14,802 |
| Samuel Waters Director | Nov 2, 2026 | Award | +1,232 | – | – | 32,786 |
| Rick Hays Director | Nov 2, 2026 | Award | +1,232 | – | – | 42,026 |
| Rachel R. Amdahl SVP-Chief Operations Officer | Nov 2, 2026 | Award | +482 | – | – | 22,165 |
| Peter Joseph Johnson Director | Nov 2, 2026 | Award | +1,232 | – | – | 46,750 |
| Miranda Spaulding EVP - CFO | Nov 2, 2026 | Award | +2,429 | – | – | 15,222 |
| Laura Clark CEO, Director | Nov 2, 2026 | Award | +4,333 | – | – | 34,324 |
| Kenneth M. Walsh Director | Nov 2, 2026 | Award | +1,232 | – | – | 83,492 |
| Patrick D. Rensmon President & COO, Director | Nov 2, 2026 | Award | +686 | – | – | 15,961 |
| Dale Field SVP-Chief Credit Officer | Nov 2, 2026 | Award | +695 | – | – | 23,019 |
| Cynthia A. Utterback Director | Nov 2, 2026 | Award | +1,232 | – | – | 12,229 |
| Corey Jensen Director | Nov 2, 2026 | Award | +1,232 | – | – | 9,047 |
| Chantelle Nash EVP-Chief Risk & Admin Offcr | Nov 2, 2026 | Award | +596 | – | – | 19,036 |
| Alana M. Binde SVP-Chief Human Resource Offcr | Nov 2, 2026 | Award | +2,227 | – | – | 12,045 |
| Kenneth M. Walsh Director | Jul 10, 2026 | Other | +802 | – | – | 802 |
| Kenneth M. Walsh Director | May 8, 2026 | Sale | −10,000 | $22.83 | $228.30K | 82,260 |
| Samuel Waters Director | Feb 20, 2026 | Sale | −2,100 | $22.48 | $47.21K | 31,534 |
| Thomas J. McCarvel Director | Feb 17, 2026 | Sale | −1,182 | $22.77 | $26.91K | 37,262 |
| Peter Joseph Johnson Director | Feb 11, 2026 | Sale | −3,355 | $23.11 | $77.53K | 45,518 |
| Peter Joseph Johnson Director | Feb 10, 2026 | Sale | −71 | $23.15 | $1.64K | 51,994 |
| Peter Joseph Johnson Director | Feb 10, 2026 | Sale | −245 | $23.11 | $5.66K | 51,749 |
| Peter Joseph Johnson Director | Feb 10, 2026 | Sale | −2,876 | $23.03 | $66.23K | 48,873 |
| Peter Joseph Johnson Director | Feb 10, 2026 | Sale | −1,000 | $23.12 | $23.12K | 52,065 |
| Kenneth M. Walsh Director | Feb 3, 2026 | Sale | −10,000 | $22.47 | $224.70K | 92,260 |
| Rachel R. Amdahl SVP-Chief Operations Officer | Feb 2, 2026 | Award | +292 | – | – | 21,550 |
| Linda M. Chilton SVP-Chief Retail Offcr | Feb 2, 2026 | Award | +325 | – | – | 13,470 |
| Laura Clark President/CEO, Director | Feb 2, 2026 | Award | +1,428 | – | – | 29,859 |
| Miranda Spaulding SVP - CFO | Feb 2, 2026 | Award | +628 | – | – | 12,661 |
| Chantelle Nash SVP-Chief Risk & Admin Offcr | Feb 2, 2026 | Award | +360 | – | – | 18,307 |
| Alana M. Binde SVP-Chief Human Resource Offcr | Feb 2, 2026 | Award | +308 | – | – | 9,686 |
| Patrick D. Rensmon SVP-Chief Operating Officer | Feb 2, 2026 | Award | +584 | – | – | 15,144 |
| Mark A. O'Neill SVP-Chief Lending Officer | Feb 2, 2026 | Award | +406 | – | – | 15,148 |
| Dale Field SVP-Chief Credit Officer | Feb 2, 2026 | Award | +406 | – | – | 22,192 |
| Mark A. O'Neill SVP-Chief Lending Officer | Nov 25, 2025 | Buy | +600 | $16.75 | $10.05K | 14,742 |
| Thomas J. McCarvel Director | Nov 21, 2025 | Sale | −1,200 | $16.47 | $19.76K | 38,444 |
| Kenneth M. Walsh Director | Nov 6, 2025 | Gift | −5,000 | – | – | 102,260 |
| Peter Joseph Johnson Director | Nov 3, 2025 | Award | +1,227 | – | – | 59,065 |
| Peter Joseph Johnson Director | Nov 3, 2025 | Gift | −6,000 | – | – | 53,065 |
| Linda M. Chilton SVP-Chief Retail Offcr | Nov 3, 2025 | Award | +2,627 | – | – | 13,145 |
| Patrick D. Rensmon SVP-Chief Operating Officer | Nov 3, 2025 | Award | +685 | – | – | 14,560 |
| Maureen J. Rude Director | Nov 3, 2025 | Award | +1,227 | – | – | 11,250 |
| Shavon Cape Director | Nov 3, 2025 | Award | +1,227 | – | – | 13,570 |
| Miranda Spaulding SVP - CFO | Nov 3, 2025 | Award | +2,430 | – | – | 12,033 |
| Chantelle Nash SVP-Chief Risk & Admin Offcr | Nov 3, 2025 | Award | +596 | – | – | 17,947 |
| Tanya Chemodurow Director | Nov 3, 2025 | Award | +1,227 | – | – | 11,280 |
| Laura Clark President/CEO, Director | Nov 3, 2025 | Award | +4,332 | – | – | 28,431 |
| Samuel Waters Director | Nov 3, 2025 | Award | +1,227 | – | – | 33,634 |
| Dale Field SVP-Chief Credit Officer | Nov 3, 2025 | Award | +695 | – | – | 21,786 |
| Kenneth M. Walsh Director | Nov 3, 2025 | Award | +1,227 | – | – | 107,260 |
| Mark A. O'Neill SVP-Chief Lending Officer | Nov 3, 2025 | Award | +467 | – | – | 14,142 |
| Cynthia A. Utterback Director | Nov 3, 2025 | Award | +1,227 | – | – | 10,997 |
| Cynthia A. Utterback Director | Nov 3, 2025 | Award | +980 | – | – | 9,770 |
| Rick Hays Director | Nov 3, 2025 | Award | +1,227 | – | – | 40,794 |
| Thomas J. McCarvel Director | Nov 3, 2025 | Award | +1,227 | – | – | 39,644 |
| Corey Jensen Director | Nov 3, 2025 | Award | +1,227 | – | – | 7,815 |
| Alana M. Binde SVP-Chief Human Resource Offcr | Nov 3, 2025 | Award | +2,227 | – | – | 9,378 |
| Rachel R. Amdahl SVP-Chief Operations Officer | Nov 3, 2025 | Award | +483 | – | – | 21,258 |
| Corey Jensen Director | Aug 13, 2025 | Sale | −2,278 | $16.85 | $38.38K | 6,588 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
2.51%
0M shares short
Days to cover
7.7
At 0M shares a day
Change since last report
-12.0%
From 0M shares
Short volume, 20 days
40.1%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Eagle Bancorp Montana's stock actually held short. No settlement fails above the SEC's reporting threshold in the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kenneth M. Walsh Director | May 8, 2026 | 10,000 | $228.34K | May 8, 2026 | Merger/Acquisition |
| Peter Joseph Johnson Officer | Feb 9, 2026 | 7,547 | $176.99K | Feb 9, 2026 | Compensation |
| Kenneth M. Walsh Director | Feb 3, 2026 | 10,000 | $224.72K | Feb 3, 2026 | Director shares |
| Corey Jensen Director | Aug 13, 2025 | 2,500 | $42.25K | Aug 13, 2025 | Restricted Stock Award |
| Kenneth M. Walsh Director | Aug 5, 2025 | 10,000 | $158.37K | Aug 5, 2025 | Merger/Acquisition |
| Alana M. Binde Officer | Aug 4, 2025 | 3,800 | $59.77K | Aug 4, 2025 | Compensation |
| Kenneth M. Walsh Director | May 8, 2025 | 10,000 | $177.45K | May 8, 2025 | Merger/Acquisition |
| Kenneth M. Walsh Director | Feb 5, 2025 | 10,000 | $151.05K | Feb 5, 2025 | Compensation for Past Services |
| Peter Joseph Johnson CEO (RETIRED 12/31/22), BOARD OF DIRECTORS | Nov 14, 2024 | 5,000 | $85.00K | Nov 20, 2024 | COMPENSATION |
| Kenneth M. Walsh Director | Nov 4, 2024 | 3,295 | $53.11K | Nov 4, 2024 | Merger/Acquisition |
| Kenneth M. Walsh Director | Nov 1, 2024 | 6,705 | $110.22K | Nov 1, 2024 | Merger/Acquisition |
| Peter Joseph Johnson CEO (RETIRED 12/31/22), BOARD OF DIRECTORS | Jul 30, 2024 | 10,000 | $149.00K | Jul 31, 2024 | COMPENSATION |
| Kenneth M. Walsh Director | Jul 30, 2024 | 10,000 | $144.40K | Jul 30, 2024 | Merger/Acquisition |
| Kenneth M. Walsh Director | May 20, 2024 | 10,000 | $129.79K | May 20, 2024 | Merger/Acquisition |
| Peter Joseph Johnson CEO (RETIRED 12/31/22), BOARD OF DIRECTORS | May 6, 2024 | 8,000 | $112.00K | May 8, 2024 | COMPENSATION |
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