Mid Penn Bancorp Inc (MPB) shareholders
MPBNasdaqState Commercial BanksFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 13/301% above fair value
$35.30+0.36 (+1.03%)
Close on Nov 12, 2026Market cap $894.33MP/E 12.3Yield 2.38%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
53.4%
14M of 25M shares
Institutional holders
146
17 new, 19 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
38 buys · 1 sales
Net bought $388.83K
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 |
|---|---|---|---|---|
| Philip A. Norcross, individually and in his capacity as Assistant Manager and Trustee Joint filing with General American Capital, LLC (9.63%), Indiana Pacific General Trust (9.63%) and 1 more | 2,451,458 | 9.69% | 13D (active) amendment | Mar 13, 2026 |
| Philip A. Norcross, individually and in his capacity as Manager and Trustee Joint filing with GAH Capital, LLC (9.62%), GAH Capital Trust (9.62%) | 2,451,458 | 9.68% | 13D (active) amendment | Oct 5, 2026 |
| Wellington Management Company LLP Joint filing with Wellington Management Group LLP (9.70%), Wellington Group Holdings LLP (9.70%) and 1 more | 2,224,513 | 9.70% | 13G (passive) amendment | Sep 30, 2025 |
| Wellington Management Group LLP Joint filing with Wellington Group Holdings LLP (7.60%), Wellington Investment Advisors Holdings LLP (7.60%) and 1 more | 1,452,177 | 7.60% | 13G (passive) | Dec 31, 2024 |
| BlackRock, Inc. | 1,433,519 | 5.70% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MPB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Wellington Management Group Llp | 2,307,141 | 9.11% | $80.38M | +32,628 | 0.01% |
| BlackRock, Inc. | 1,726,193 | 6.81% | $60.14M | +228,938 | 0.00% |
| Vanguard Capital Management LLC | 999,325 | 3.94% | $34.82M | +84,303 | 0.00% |
| Dimensional Fund Advisors LP | 885,611 | 3.50% | $30.85M | +137,415 | 0.01% |
| Alliancebernstein L.P. | 827,225 | 3.27% | $26.60M | −60,712 | 0.01% |
| State Street Corp | 696,171 | 2.75% | $24.25M | +142,496 | 0.00% |
| Geode Capital Management, LLC | 581,743 | 2.30% | $20.27M | +77,829 | 0.00% |
| American Century Companies Inc | 355,669 | 1.40% | $12.39M | +53,915 | 0.01% |
| Manufacturers Life Insurance Company, The | 270,643 | 1.07% | $9.43M | −1,717 | 0.01% |
| Banc Funds Co LLC | 207,982 | 0.82% | $7.25M | – | 1.20% |
| Vanguard Portfolio Management LLC | 193,233 | 0.76% | $6.73M | +34,393 | 0.00% |
| Petiole USA ltd | 192,411 | 0.76% | $6.70M | −2,100 | 4.82% |
| Charles Schwab Investment Management Inc | 183,840 | 0.73% | $6.40M | +16,780 | 0.00% |
| Northern Trust Corp | 182,414 | 0.72% | $6.36M | +26,323 | 0.00% |
| Nuveen, LLC | 177,553 | 0.70% | $6.19M | +92,121 | 0.00% |
| Bridgeway Capital Management, LLC | 163,956 | 0.65% | $5.71M | +7,999 | 0.10% |
| Emerald Mutual Fund Advisers Trust | 162,411 | 0.64% | $5.66M | – | 0.20% |
| Vanguard Fiduciary Trust Co | 147,304 | 0.58% | $5.13M | +14,701 | 0.00% |
| Citadel Advisors LLC | 138,792 | 0.55% | $4.84M | +107,766 | 0.00% |
| PNC Financial Services Group, Inc. | 134,855 | 0.53% | $4.70M | +2 | 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 | 146 | 14M | 53.4% | 17 / 62 | 28 / 19 | 2M | 1M |
| Q1 2026 | 150 | 13M | 51.7% | 28 / 58 | 31 / 9 | 3M | 0M |
| Q4 2025 | 133 | 12M | 47.5% | 21 / 45 | 35 / 6 | 1M | 0M |
| Q3 2025 | 118 | 12M | 46.1% | 13 / 42 | 35 / 11 | 2M | 1M |
| Q2 2025 | 116 | 11M | 43.7% | 20 / 54 | 21 / 13 | 2M | 1M |
| Q1 2025 | 109 | 10M | 38.7% | 12 / 40 | 26 / 13 | 1M | 1M |
| Q4 2024 | 112 | 10M | 38.9% | 28 / 47 | 14 / 11 | 3M | 0M |
| Q3 2024 | 96 | 8M | 29.7% | 18 / 33 | 24 / 10 | 2M | 0M |
| Q2 2024 | 89 | 7M | 28.6% | 14 / 34 | 22 / 14 | 1M | 1M |
| Q1 2024 | 91 | 8M | 29.7% | 6 / 30 | 29 / 7 | 0M | 0M |
| Q4 2023 | 92 | 7M | 28.9% | 10 / 35 | 20 / 5 | 1M | 0M |
| Q3 2023 | 89 | 7M | 26.8% | 13 / 28 | 20 / 8 | 0M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
182 funds held MPB in Q2 2026, 54% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of MPB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 715,285 | 2.82% | $24.92M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 572,855 | 2.26% | $19.96M | 0.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 261,832 | 1.03% | $9.12M | 0.01% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 240,406 | 0.95% | $7.85M | 0.03% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 237,647 | 0.94% | $9.11M | 0.03% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 230,559 | 0.91% | $8.03M | 0.17% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 217,529 | 0.86% | $7.58M | 0.05% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 173,225 | 0.68% | $6.64M | 0.03% | Jul 31, 2026 |
| Emerald Growth Fund | 158,038 | 0.62% | $6.06M | 0.41% | Jul 31, 2026 |
| Emerald Growth Fund | 158,038 | 0.62% | $5.21M | 0.37% | Apr 30, 2026 |
| Regional Bank Fund | 143,936 | 0.57% | $5.52M | 0.58% | Jul 31, 2026 |
| Dimensional US Small Cap Value ETF | 136,553 | 0.54% | $5.24M | 0.06% | Jul 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 133,767 | 0.53% | $4.66M | 0.00% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 112,353 | 0.44% | $3.91M | 0.16% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 109,191 | 0.43% | $3.57M | 0.01% | 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 |
|---|---|---|---|---|
| Rory G. Ritrievi | President and CEO, Director | 80,346 | 0.32% | Sep 17, 2026 |
| Kenneth John Stephon | Chief Corp Development Officer, Director | 84,386 | 0.33% | May 18, 2026 |
| Christopher Nestore | Chief Risk Officer | 5 | 0.00% | Oct 9, 2026 |
| Justin T. Webb | Chief Financial Officer | 13,574 | 0.05% | Apr 3, 2026 |
| Scott W. Micklewright | Chief Revenue Officer | 8,985 | 0.04% | Apr 3, 2026 |
| Joseph L. Paese | Dir. Trust, Wealth Mgmt | 7,384 | 0.03% | Apr 3, 2026 |
| Joan E. Dickinson | Chief Retail Officer | 6,455 | 0.03% | Apr 3, 2026 |
| Zachary C. Miller | Chief Risk Officer | 2,722 | 0.01% | Apr 3, 2026 |
| Heather R. Hall | Chief Lending Officer | 7,020 | 0.03% | Apr 3, 2026 |
| Jordan D. Space | Sr. Executive Vice President | 7,645 | 0.03% | Apr 3, 2026 |
| Paul W. Spotts | Chief Credit Officer | 1,350 | 0.01% | Apr 3, 2026 |
| John Paul Livingston | CIO & CTO | 3,452 | 0.01% | Apr 3, 2026 |
| Dana R. Stewart | Chief Operating Officer | – | – | Jan 13, 2026 |
| Joel L. Frank | Director | 11,560 | 0.05% | Oct 2, 2026 |
| Kimberly J. Brumbaugh | Director | 13,954 | 0.06% | Oct 2, 2026 |
| Albert J. Evans | Director | 43,455 | 0.17% | Oct 2, 2026 |
| Robert A. Abel | Director | 37,519 | 0.15% | Oct 2, 2026 |
| Soto Matthew G. De | Director | 123,920 | 0.49% | Oct 2, 2026 |
| Theodore W. Mowery | Director | 65,978 | 0.26% | Oct 2, 2026 |
| Gregory Braca | Director | – | – | Sep 18, 2026 |
| Brian Arden Hudson Sr. | Director | 1,700 | 0.01% | Apr 3, 2026 |
| John E. Noone | Director | 56,800 | 0.22% | Apr 3, 2026 |
| Maureen M. Gathagan | Director | 1,700 | 0.01% | Apr 3, 2026 |
| Bruce A. Kiefer | Director | 1,005,347 | 3.97% | Apr 3, 2026 |
| William A. Specht III | Director | 40,045 | 0.16% | Apr 3, 2026 |
| Thomas R. Brugger | Director | 8,642 | 0.03% | Mar 9, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kimberly J. Brumbaugh Director | Sep 30, 2026 | Buy | +70 | $35.40 | $2.48K | 12,799 |
| Albert J. Evans Director | Sep 30, 2026 | Buy | +282 | $35.40 | $9.98K | 42,175 |
| Joel L. Frank Director | Sep 30, 2026 | Buy | +70 | $35.40 | $2.48K | 11,560 |
| Robert A. Abel Director | Sep 30, 2026 | Buy | +14 | $35.40 | $496 | 9,834 |
| Soto Matthew G. De Director | Sep 30, 2026 | Buy | +283 | $35.40 | $10.02K | 119,543 |
| Theodore W. Mowery Director | Sep 30, 2026 | Buy | +56 | $35.40 | $1.98K | 42,971 |
| Rory G. Ritrievi President and CEO, Director | Sep 15, 2026 | Buy | +193 | $37.07 | $7.15K | 11,254 |
| Rory G. Ritrievi President and CEO, Director | Jul 1, 2026 | Tax withholding | −2,136 | $35.68 | $76.21K | 69,078 |
| Theodore W. Mowery Director | Jun 30, 2026 | Buy | +58 | $34.84 | $2.02K | 42,659 |
| Soto Matthew G. De Director | Jun 30, 2026 | Buy | +287 | $34.84 | $10.00K | 119,131 |
| Robert A. Abel Director | Jun 30, 2026 | Buy | +15 | $34.84 | $523 | 9,762 |
| Albert J. Evans Director | Jun 30, 2026 | Buy | +287 | $34.84 | $10.00K | 41,862 |
| Kimberly J. Brumbaugh Director | Jun 30, 2026 | Buy | +72 | $34.84 | $2.51K | 12,659 |
| Joel L. Frank Director | Jun 30, 2026 | Buy | +72 | $34.84 | $2.51K | 11,460 |
| Rory G. Ritrievi President and CEO, Director | Jun 1, 2026 | Tax withholding | −356 | $32.11 | $11.43K | 63,760 |
| Rory G. Ritrievi President and CEO, Director | Jun 1, 2026 | Tax withholding | −356 | $32.11 | $11.43K | 62,534 |
| Kenneth John Stephon Chief Corp Development Officer, Director | May 15, 2026 | Tax withholding | −5,261 | $31.12 | $163.72K | 45,593 |
| Kenneth John Stephon Chief Corp Development Officer, Director | May 15, 2026 | Other | +10,769 | – | – | 50,854 |
| Soto Matthew G. De Director | May 4, 2026 | Buy | +500 | $32.77 | $16.39K | 118,171 |
| Soto Matthew G. De Director | May 4, 2026 | Buy | +500 | $32.72 | $16.36K | 117,671 |
| Soto Matthew G. De Director | May 4, 2026 | Buy | +525 | $32.77 | $17.20K | 118,696 |
| Joseph L. Paese Dir. Trust, Wealth Mgmt | Apr 1, 2026 | Award | +3,051 | – | – | 4,426 |
| John Paul Livingston CIO & CTO | Apr 1, 2026 | Award | +2,502 | – | – | 3,452 |
| John E. Noone Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Soto Matthew G. De Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Jordan D. Space Sr. Executive Vice President | Apr 1, 2026 | Award | +4,520 | – | – | 7,645 |
| Bruce A. Kiefer Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Theodore W. Mowery Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Heather R. Hall Chief Lending Officer | Apr 1, 2026 | Award | +4,520 | – | – | 7,020 |
| Scott W. Micklewright Chief Revenue Officer | Apr 1, 2026 | Award | +4,972 | – | – | 8,985 |
| Kimberly J. Brumbaugh Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Justin T. Webb Chief Financial Officer | Apr 1, 2026 | Award | +5,811 | – | – | 9,824 |
| Maureen M. Gathagan Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Zachary C. Miller Chief Risk Officer | Apr 1, 2026 | Award | +1,897 | – | – | 2,722 |
| Brian Arden Hudson Sr. Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Kenneth John Stephon Chief Corp Development Officer, Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Robert A. Abel Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Joel L. Frank Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Paul W. Spotts Chief Credit Officer | Apr 1, 2026 | Award | +600 | – | – | 1,350 |
| Rory G. Ritrievi President and CEO, Director | Apr 1, 2026 | Award | +11,622 | – | – | 37,814 |
| William A. Specht III Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Joan E. Dickinson Chief Retail Officer | Apr 1, 2026 | Award | +3,955 | – | – | 6,455 |
| Albert J. Evans Director | Apr 1, 2026 | Award | +1,700 | – | – | 1,700 |
| Robert A. Abel Director | Mar 31, 2026 | Buy | +15 | $32.16 | $482 | 7,734 |
| Soto Matthew G. De Director | Mar 31, 2026 | Buy | +311 | $32.16 | $10.00K | 115,226 |
| Kimberly J. Brumbaugh Director | Mar 31, 2026 | Buy | +78 | $32.16 | $2.51K | 10,562 |
| Theodore W. Mowery Director | Mar 31, 2026 | Buy | +62 | $32.16 | $1.99K | 40,385 |
| Joel L. Frank Director | Mar 31, 2026 | Buy | +78 | $32.16 | $2.51K | 9,409 |
| Albert J. Evans Director | Mar 31, 2026 | Buy | +311 | $32.16 | $10.00K | 39,594 |
| Soto Matthew G. De Director | Mar 12, 2026 | Buy | +500 | $30.91 | $15.46K | 113,797 |
| Soto Matthew G. De Director | Mar 12, 2026 | Buy | +500 | $30.89 | $15.45K | 114,797 |
| Soto Matthew G. De Director | Mar 12, 2026 | Buy | +500 | $30.83 | $15.42K | 114,297 |
| Soto Matthew G. De Director | Mar 12, 2026 | Buy | +118 | $30.80 | $3.63K | 114,915 |
| Soto Matthew G. De Director | Mar 12, 2026 | Buy | +600 | $30.84 | $18.50K | 3,927 |
| Soto Matthew G. De Director | Mar 12, 2026 | Buy | +372 | $30.87 | $11.48K | 4,299 |
| John E. Noone Director | Mar 9, 2026 | Buy | +2,000 | $30.84 | $61.68K | 49,400 |
| Thomas R. Brugger Director | Mar 6, 2026 | Buy | +18 | $31.35 | $564 | 66 |
| Thomas R. Brugger Director | Mar 6, 2026 | Buy | +800 | $31.35 | $25.08K | 6,110 |
| Thomas R. Brugger Director | Feb 27, 2026 | Award | +2,466 | – | – | 2,466 |
| Thomas R. Brugger Director | Feb 27, 2026 | Award | +48 | – | – | 48 |
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
3.47%
1M shares short
Days to cover
4.5
At 0M shares a day
Change since last report
-3.5%
From 1M shares
Short volume, 20 days
54.6%
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 Mid Penn Bancorp's stock actually held short. Settlement fails (shares not delivered on time) peaked at 1,482 shares on Sep 28, 2026 over 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 |
|---|---|---|---|---|---|
| Sparks David E Director | Jul 24, 2024 | 5,000 | $135.00K | Jul 24, 2024 | Common Stock Exchange on Acquisition of First Priority Fin Corp |
| Sparks David E Director | Jul 23, 2024 | 5,000 | $130.00K | Jul 23, 2024 | Common Stock Exchange on Acquisition of First Priority Fin Corp |
| Sparks David E Director | Jul 22, 2024 | 5,000 | $130.00K | Jul 22, 2024 | Common Stock Exchange on Acquisition of First Priority Fin Corp |
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