SVB Financial Group (SIVBQ)

Sector:
FINANCE
Industry:
BANKS
SIC:
STATE COMMERCIAL BANKS
CEO:
Gregory W. Becker
Employees:
8,550
3003 TASMAN DR, SANTA CLARA, CA, 95054
4086547400

SVB Financial Group offers various banking and financial products and services. The SVB Private Bank segment offers mortgages, home equity lines of credit, and other secured and unsecured lending products. SVB Capital segment provides venture capital investment services. It operates through 56 offices in the United States and internationally.

Data derived from most recent annual or quarterly report
Market Cap 6.278 Billion Shares Outstanding59.201 Million Avg 30-day Volume 2.297 Million
P/E Ratio22.4882 Dividend Yield0.0 EPS25.58
Price to Revenue6.7271 Debt to Equity0.159 EBITDA3.057 Billion
Price to Book Value3.1616 Operating Margin0.0 Enterprise Value31.878 Billion
Current Ratio EPS Growth0.366 Quick Ratio
1 Yr BETA 1.8633 52-week High/Low 597.16 / 100.0 Profit Margin35.0346
Operating Cash Flow Growth32.2946 Free Cash Flow to Firm (FCFF) TTM -7.879 Billion Free Cash Flow to Equity (FCFE) TTM4.241 Billion
Altman Z-Score
View SEC Filings from SIVBQ instead.

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Funds Holding SIVBQ (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding SIVBQ

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Recent Filings

Financial Reporting

Ownership

  • 3: filed on 2023-07-27 by PANAGOS STEVEN G
  • 3: filed on 2023-07-27 by PARKER C. ALLEN
  • 4: filed on 2023-06-23 by DANIELS RICHARD DEVON
  • 3: filed on 2023-04-28 by KOSTUROS WILLIAM C
  • 3: filed on 2023-04-28 by GROSSI NICHOLAS
  • 4: filed on 2023-03-01 by BECK DANIEL J
  • 4: filed on 2023-03-01 by BECKER GREGORY W
  • 4: filed on 2023-02-08 by OLSON KIM PETRA
  • 5: filed on 2023-02-08 by HON KAREN
  • 4: filed on 2023-02-03 by DRAPER MICHELLE

    • Events (8k)

  • 8-K: filed on 2023-09-01:
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-08-03:
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-07-25:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
  • 8-K: filed on 2023-06-30:
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-06-21:
    Item 1.01: Entry into a Material Definitive Agreement
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-04-21:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 8.01: Other Events
  • 8-K: filed on 2023-03-22:
    Item 2.04: Triggering Events That Accelerate or Increase a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-03-17:
    Item 1.03: Bankruptcy or Receivership
    Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-03-14:
    Item 2.01: Completion of Acquisition or Disposition of Assets
  • 8-K: filed on 2023-03-13:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

    • Proposed Sales (Form 144)

    Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    none

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    PANAGOS STEVEN G

    • Director
    		 0 2023-07-24 1

    PARKER C. ALLEN

    • Director
    		 0 2023-07-24 1

    DANIELS RICHARD DEVON

    • Director
    		 1,010 2023-06-20 2

    GROSSI NICHOLAS INTERIM CFO

    • Officer
    		 0 2023-04-20 1

    KOSTUROS WILLIAM C CHIEF RESTRUCTURING OFFICER

    • Officer
    		 0 2023-03-13 1

    BECKER GREGORY W PRESIDENT AND CEO

    • Officer
    		 98,867 2023-02-27 4

    BECK DANIEL J CHIEF FINANCIAL OFFICER

    • Officer
    		 4,242 2023-02-27 4

    OLSON KIM PETRA CHIEF RISK OFFICER

    • Officer
    		 0 2023-02-06 2

    DRAPER MICHELLE CHIEF MARKETING OFFICER

    • Officer
    		 3,143 2023-02-01 6

    DESCHENEAUX MICHAEL PRESIDENT, SILICON VALLEY BANK

    • Officer
    		 25,841 2023-01-31 3

    COX PHILIP C CHIEF OPERATIONS OFFICER

    • Officer
    		 10,182 2023-01-31 3

    ZUCKERT MICHAEL S GENERAL COUNSEL

    • Officer
    		 12,190 2023-01-31 2

    STAGLIN GAREN K

    • Director
    		 13,964 2023-01-03 1

    MATTHEWS BEVERLY KAY

    • Director
    		 2,374 2023-01-03 1

    HON KAREN CHIEF ACCOUNTING OFFICER

    • Officer
    		 4,000 2022-12-31 1

    CUSHING LAURA CHIEF HUMAN RESOURCES OFFICER

    • Officer
    		 6,087 2022-11-07 2

    KING THOMAS C.

    • Director
    		 297 2022-10-25 1

    EDMONDS-WATERS CHRISTOPHER CHIEF HUMAN RESOURCES OFFICER

    • Officer
    		 5,387 2022-05-03 0

    IZURIETA LAURA CHIEF RISK OFFICER

    • Officer
    		 6,117 2022-05-03 0

    BENHAMOU ERIC

    • Director
    		 5,765 2022-05-02 0

    DAVIS ALISON

    • Director
    		 1,407 2022-05-02 0

    FRIEDMAN JOEL P

    • Director
    		 23,574 2022-05-02 0

    MITCHELL KATE

    • Director
    		 4,558 2022-05-02 0

    MILLER MARY J

    • Director
    		 5,605 2022-05-02 0

    MAGGIONCALDA JEFFREY NACEY

    • Director
    		 4,569 2022-05-02 0

    BURR ELIZABETH

    • Director
    		 401 2022-05-02 0

    DUNBAR ROGER F

    • Director
    		 16,607 2022-04-21 0

    CLENDENING JOHN S

    • Director
    		 2,735 2022-04-21 0

    ROBINSON JOHN F

    • Director
    		 3,745 2021-04-22 0

    CHINA JOHN PRESIDENT OF SVB CAPITAL

    • Officer
    		 28,295 2021-01-29 0

    CADIEUX MARC C CHIEF CREDIT OFFICER

    • Officer
    		 18,526 2021-01-29 0

    JABAL KIM

    • Director
    		 1,006 2020-04-23 0

    HUSAIN KAMRAN F CHIEF ACCOUNTING OFFICER

    • Officer
    		 2,595 2019-05-02 0

    DREYER MICHAEL L CHIEF OPERATIONS OFFICER

    • Officer
    		 6,757 2018-11-12 0

    LEONE ROGER CHIEF INFORMATION OFFICER

    • Officer
    		 2,268 2018-05-02 0

    CLAPPER DAVID M

    • Director
    		 16,252 2018-04-26 0

    KRISHNAN LATA

    • Director
    		 13,778 2018-01-02 0

    WALLACE BRUCE CHIEF DIGITAL OFFICER

    • Officer
    		 18,384 2017-05-15 0

    PARSONS JOAN HEAD OF SPECIALTY BANKING

    • Officer
    		 29,477 2017-01-30 0

    VERISSIMO MARC J CHIEF RISK OFFICER

    • Officer
    		 25,507 2015-12-21 0

    KRAMLICH C RICHARD

    • Director
    		 17,969 2015-05-20 0

    DEVIN TRACY ELIZABETH CHIEF INFORMATION OFFICER

    • Officer
    		 410 2014-06-03 0

    KELLOGG HARRY W JR VICE CHAIRMAN

    • Officer
    		 5,829 2013-12-20 0

    JONES DAVID A CHIEF CREDIT OFFICER

    • Officer
    		 103,571 2013-06-28 0

    YOON KYUNG

    • Director
    		 No longer subject to file 2013-04-25 0

    DENT MARY GENERAL COUNSEL

    • Officer
    		 12,318 2013-02-20 0

    DENNEHY BRIAN HEAD OF MARKETING

    • Officer
    		 No longer subject to file 2012-12-21 0

    HART ALEX W

    • Director
    		 21,775 2012-02-01 0

    HARDYMON G FELDA

    • Director
    		 0 2011-05-19 0

    WILCOX KENNETH P CEO

    • Officer
    • Director
    		 20,789 2011-04-01 0

    RODENO MICHAELA K

    • Director
    		 12,020 2010-11-18 0

    MACLENNAN MARK PRESIDENT SVB CAPITAL

    • Officer
    		 0 2010-07-27 0

    WEBB DAVID CHIEF OPERATION OFFICER

    • Officer
    		 5,090 2009-12-03 0

    PORTER JAMES ROY

    • Director
    		 0 2009-05-12 0

    WARD PIERCE LYNDA HEAD OF HR

    • Officer
    		 11,885 2007-05-22 0

    JENKINS STARK JOHN F CFO

    • Officer
    		 22,161 2006-05-02 0

    DELANEY DONAL

    • CORPORATE CONTROLLER
    		 1,835 2006-05-02 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days
    No current insider transactions

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    SVB FINANCIAL GROUP SIVB 2023-03-17 22:15:03 UTC -4.0604 8.6304 150000
    SVB FINANCIAL GROUP SIVB 2023-03-17 21:45:03 UTC -7.51 12.08 150000
    SVB FINANCIAL GROUP SIVB 2023-03-17 21:15:03 UTC -7.51 12.08 150000
    SVB FINANCIAL GROUP SIVB 2023-03-17 20:45:03 UTC -7.51 12.08 150000
    SVB FINANCIAL GROUP SIVB 2023-03-17 20:15:06 UTC -7.51 12.08 150000
    SVB FINANCIAL GROUP SIVB 2023-03-17 19:45:03 UTC -7.51 12.08 150000
    SVB FINANCIAL GROUP SIVB 2023-03-17 19:15:03 UTC -7.51 12.08 150000
    SVB FINANCIAL GROUP SIVB 2023-03-17 18:45:03 UTC -7.51 12.08 150000
    SVB FINANCIAL GROUP SIVB 2023-03-17 18:15:03 UTC -7.51 12.08 150000
    SVB FINANCIAL GROUP SIVB 2023-03-17 17:45:04 UTC -7.51 12.08 150000
    SVB FINANCIAL GROUP SIVB 2023-03-17 17:15:05 UTC -7.51 12.08 150000
    SVB FINANCIAL GROUP SIVB 2023-03-17 16:45:03 UTC -7.51 12.08 150000
    SVB FINANCIAL GROUP SIVB 2023-03-17 16:15:04 UTC -7.51 12.08 150000
    SVB FINANCIAL GROUP SIVB 2023-03-17 15:45:04 UTC -7.51 12.08 150000
    SVB FINANCIAL GROUP SIVB 2023-03-17 14:45:03 UTC -7.51 12.08 10000
    SVB FINANCIAL GROUP SIVB 2023-03-17 13:15:03 UTC -7.51 12.08 3000
    SVB FINANCIAL GROUP SIVB 2023-03-17 12:45:03 UTC -7.51 12.08 7000
    SVB FINANCIAL GROUP SIVB 2023-03-16 22:15:04 UTC -7.51 12.08 150000
    SVB FINANCIAL GROUP SIVB 2023-03-16 21:45:04 UTC -7.51 12.08 150000
    SVB FINANCIAL GROUP SIVB 2023-03-16 21:15:03 UTC -7.51 12.08 150000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    FundVantage Trust- Gotham Absolute 500 Core Fund SIVBQ -13.0 shares, $-1964.04 2020-03-31 N-PORT
    AQR Funds- AQR Large Cap Relaxed Constraint Equity Fund SIVBQ -49.0 shares, $-10238.55 2019-09-30 N-PORT
    SARATOGA ADVANTAGE TRUST- James Alpha Multi Strategy Alternative Income Portfolio SIVBQ -82.0 shares, $-41439.52 2021-02-28 N-PORT
    JNL Series Trust- JNL/AQR Large Cap Relaxed Constraint Equity Fund SIVBQ -2656.0 shares, $-1311160.96 2021-03-31 N-PORT
    AGF Investments Trust- AGFIQ Hedged Dividend Income Fund SIVBQ -12.0 shares, $-6713.4 2022-03-31 N-PORT
    Weiss Strategic Interval Fund- Weiss Strategic Interval Fund SIVBQ -10348.0 shares, $-3474651.44 2022-09-30 N-PORT
    Franklin Alternative Strategies Funds- K2 Long Short Credit Fund SIVBQ -21000.0 shares, $-18318.86 2023-02-28 N-PORT

    Congressional Transactions Past 6-Months

    To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***
    Congress Person Party Chamber Filing Filing Date Transaction Date Security Type Owner Transaction Amount
    Hon. Josh Gottheimer democrat House Filing 2023-04-06 2023-03-09 JT S $1,001-$15,000
    Hon. Earl Blumenauer democrat House Filing 2023-04-05 2023-03-09 SP P $1,001-$15,000
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