22 names are moving together; 50% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| MBWM | Mercantile Bank Corporation | Financial Services | -0.7% | Group member |
| THFF | First Financial Corporation | Financial Services | -0.7% | Most structurally connected |
| OSBC | Old Second Bancorp, Inc. | Financial Services | -0.2% | Group member |
| NBHC | National Bank Holdings Corporat | Financial Services | +1.0% | Group member |
| WABC | Westamerica Bancorporation | Financial Services | +0.0% | Group member |
| OCFC | OceanFirst Financial Corp. | Financial Services | +0.6% | Group member |
| BANF | BancFirst Corporation | Financial Services | -0.3% | Group member |
| SMBC | Southern Missouri Bancorp, Inc. | Financial Services | +0.1% | Group member |
| HFWA | Heritage Financial Corporation | Financial Services | -0.8% | Group member |
| PFBC | Preferred Bank | Financial Services | -0.7% | Group member |
| HTH | Hilltop Holdings Inc. | Financial Services | +0.2% | Group member |
| CBC | Central Bancompany, Inc. | Financial Services | -0.8% | Group member |
| HOMB | Home BancShares, Inc. | Financial Services | -0.4% | Group member |
| CTBI | Community Trust Bancorp, Inc. | Financial Services | -0.1% | Group member |
| LKFN | Lakeland Financial Corporation | Financial Services | -0.4% | Group member |
| BFC | Bank First Corporation | Financial Services | -0.3% | Group member |
| SFST | Southern First Bancshares, Inc. | Financial Services | -1.4% | Group member |
| IBCP | Independent Bank Corporation | Financial Services | -0.9% | Group member |
| BXSL | Blackstone Secured Lending Fund | Financial Services | +0.4% | Group member |
| ADT | ADT Inc. | Industrials | -0.9% | Group member |
| UVSP | Univest Financial Corporation | Financial Services | -0.3% | Group member |
| INSP | Inspire Medical Systems, Inc. | Healthcare | -4.3% | Group member |
Cohort
22 namesParticipation
50% this sessionObserved history
1 daily buildsFiling coverage
21/22 memberscredit / rates affecting interest expense
“Interest Expense, net The increase in interest expense, net during 2025, as compared to the prior year period, primarily reflects an increase in the unrealized loss on interest rate swaps of $29 million partially offset by a decrease of $11 million on our long-term debt primarily related to reductions in interest rates.”
ADT 10-K
credit / rates
“Cash Flows from Financing Activities The decrease in net cash used in financing activities, as compared to the prior period, was primarily due to: • lower share repurchases of $281 million, partially offset by • a reduction in net borrowings on long-term debt of $137 million primarily related to the issuance of the First Lien Term Loan B-2 due 2032 partially offset by the partial redemption of the First Lien Notes due 2026 in the prior year.”
ADT 10-Q
restructuring
“Goodwill was as follows at year-end: 2025 2024 2023 Beginning of year $ 100,026 $ 86,985 $ 86,985 Acquired goodwill — 13,041 — Measurement period adjustments ( 1,797 ) — — Impairment — — — End of year $ 98,229 $ 100,026 $ 86,985 Goodwill related to the acquisition of SimplyBank was decreased by $ 1.8 million in 2025 due to adjustments to income tax assets related to the filing of the final SimplyBank tax return.”
THFF 10-K
Regional Banks can stay leader-led if WABC and the next software names fail to join while THFF keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.