TriState Capital Holdings Inc (TSC)

FINANCE: BANKS
SIC: STATE COMMERCIAL BANKS

ONE OXFORD CENTRE PITTSBURGH, PA 15219

TriState Capital Holdings, Inc. is a bank holding company headquartered in Pittsburgh, PA, providing commercial banking, private banking and investment management services to middle-market companies, institutional clients and high-net-worth individuals. Its TriState Capital Bank subsidiary had $9.8 billion in assets as of December 31, 2020, and serves middle-market commercial customers through regional representative offices in Pittsburgh, Philadelphia, Cleveland, Edison, N.J., and New York City, as well as high-net-worth individuals nationwide through its national referral network of financial intermediaries. Its Chartwell Investment Partners subsidiary had $10.3 billion in assets under management as of December 31, 2020 and serves institutional clients and TriState Capital's financial intermediary network.

Data as of 2021-06-19 12:06:05 -0400
Market Cap681.394 Million Shares Outstanding33.158 Million Avg 30-day Volume90.032 Thousand
P/E Ratio18.1439 Dividend Yield EPS1.27
Price/Sales2.6 Debt to Equity13.65 EBITDA65.145 Million
Price to Book Value1.14 Forward PE14.33 Enterprise Value681.394 Million
Total Cash Current Debt9.762 Billion Gross Profit245.794 Million
BETA1.27739 52-week High/Low26.42 / 12.09 Next Earnings Date2021-07-21 Price to Cash FLow (P/CF) 54.5503
Data provided by IEX Cloud
View SEC Filings from TSC instead.
Q1 2021 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 3 2 50.0% 1 (0.06%) 2 (0.12%) -50.0%
Funds Holding: 140 136 2.94% 50 (2.93%) 44 (2.55%) 13.64%
13F shares: 25.372 Million 25.647 Million -1.07% 11.807 Million 11.862 Million -0.47%
% Ownership 76.7438 78.6718 -2.45% 35.714 36.3881 -1.85%
New Positions: 14 11 27.27% 10 5 100.0%
Increased Positions 37 46 -19.57% 12 20 -40.0%
Closed Positions 8 3 166.67% 4 1 300.0%
Reduced Positions 62 49 26.53% 25 15 66.67%
Total Calls
Total Puts
PUT/CALL Ratio
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding TSC (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 TSC BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

2.5 Thousand total shares from 3 transactions

Open Market Sells (S)

1 Thousand total shares from 1 transactions

Exercise Derivative Conversion (M)

none

Current/Former Insiders

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

FETTEROLF BRIAN S CEO, TSC BANK, DIRECTOR TSC

  • Officer
  • Director
369,177 2021-06-07 22

DEWHURST E.H.

  • Director
33,301 2021-05-11 3

RIDDLE TIMOTHY J CEO, CHARTWELL INV. PARTNERS

  • Officer
284,825 2021-02-12 4

GETZ JAMES F CHAIRMAN, PRESIDENT AND CEO

  • Officer
  • Director
1,475,776 2021-01-16 3

DOODY CHRISTOPHER M

  • Director
0 2021-01-14 1

BUZZELLI ANTHONY J.

  • Director
31,000 2020-12-18 1

YASINSKY JOHN B

  • Director
21,000 2020-12-18 1

DOLAN JAMES J.

  • Director
21,125 2020-12-18 1

CASEY HELEN HANNA

  • Director
58,502 2020-12-18 3

BONVENUTO DAVID L

  • Director
26,421 2020-12-18 1

RUTH KIM

  • Director
15,000 2020-12-18 1

DUNNING AUDREY

  • Director
9,412 2020-12-18 3

HARRIS MICHAEL ROBERT

  • Director
10,753 2020-12-18 4

DEMAS DAVID J CHIEF FINANCIAL OFFICER

  • Officer
84,163 2020-08-21 3

SEIDEL RICHARD B.

  • Director
55,201 2020-02-21 0

MINNICK JAMES E.

  • Director
18,000 2020-02-05 0

LOVELL MINNICK PARTNERS LLC

  • 10% Owner
No longer subject to file 2018-05-25 0

SULLIVAN MARK L.

  • Director
174,553 2018-01-16 0

ZAPPALA RICHARD A.

  • Director
119,980 2016-09-08 0

SCHENCK A. WILLIAM III VICE CHAIRMAN

  • Officer
  • Director
0 2016-08-30 0

GRAVES JAMES H

  • Director
25,375 2014-12-17 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

FETTEROLF BRIAN S - Director - Officer CEO, TSC BANK, DIRECTOR TSC

2021-06-07 16:59:11 -0400 2021-06-07 P 900 $22.98 a 89,164 direct -1.9011 -3.7178 0.0 1 -4.3515 5

FETTEROLF BRIAN S - Director - Officer CEO, TSC BANK, DIRECTOR TSC

2021-05-20 17:02:40 -0400 2021-05-20 P 925 $21.64 a 88,264 direct 0.0886 1.8609 1.8609 6 -3.899 3

DEWHURST E.H. - Director

2021-05-12 17:59:36 -0400 2021-05-11 S 1,000 $23.25 d 33,301 direct 0.5272 -5.0967 0.5272 2 -5.0967 6

FETTEROLF BRIAN S - Director - Officer CEO, TSC BANK, DIRECTOR TSC

2021-05-10 16:35:43 -0400 2021-05-10 P 700 $23.40 a 87,339 direct -3.4848 -2.3379 0.9263 4 -3.4848 2

* -

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
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 22:15:03 UTC -0.1866 0.2666 2400000
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 21:45:03 UTC -0.1807 0.2607 2400000
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 21:15:03 UTC -0.1807 0.2607 2400000
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 20:45:03 UTC -0.1807 0.2607 2400000
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 20:15:03 UTC -0.1807 0.2607 2400000
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 19:45:03 UTC -0.1807 0.2607 2400000
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 19:15:03 UTC -0.1807 0.2607 2400000
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 18:45:03 UTC -0.1845 0.2645 2400000
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 18:15:03 UTC -0.1845 0.2645 2400000
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 17:45:03 UTC -0.1845 0.2645 2400000
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 17:15:03 UTC -0.1845 0.2645 2400000
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 16:45:02 UTC -0.1845 0.2645 2400000
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 16:15:03 UTC -0.1845 0.2645 2400000
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 15:45:03 UTC -0.1845 0.2645 2400000
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 15:15:03 UTC -0.1845 0.2645 2400000
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 14:45:03 UTC -0.2265 0.3065 2400000
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 14:15:02 UTC -0.2265 0.3065 2400000
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 13:45:03 UTC -0.2265 0.3065 2400000
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 13:15:03 UTC -0.2265 0.3065 2400000
TRISTATE CAPITAL HLDGS INC TSC 2021-06-21 12:45:03 UTC -0.2265 0.3065 2400000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin

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