Company Exchange Bank (Santa Rosa, CA)

Equities

EXSR

US3012272031

Banks

Market Closed - OTC Markets 02:58:55 2024-04-22 pm EDT 5-day change 1st Jan Change
100 USD -2.92% Intraday chart for Exchange Bank (Santa Rosa, CA) -2.91% -0.99%

Business Summary

Exchange Bank (the Bank) is a full-service community bank. The Bank provides a range of personal, commercial and trust and investment management services with over 16 retail branches in Sonoma County, a commercial branch in Roseville and Trust & Investment Management offices in Santa Rosa, Roseville and Silicon Valley. The Bank's personal banking products and services include checking, savings, personal loans, home loans and credit cards. The Bank's business banking products and services include checking, savings, loans, credit cards and merchant services. Its services include trust administration, investment management, retirement accounts and estate settlement.

Number of employees: 400

Sales per Business

USD in Million2022Weight2023Weight Delta
Commercial and Retail Banking
100.0 %
124 100.0 % 114 100.0 % -7.57%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
124 100.0 % 114 100.0 % -7.57%

Managers

Managers TitleAgeSince
Chief Executive Officer - 18-10-14
Chairman - 77-12-31
Director of Finance/CFO - 23-06-20
Chief Investment Officer - 17-01-31
Compliance Officer - 17-09-30
Chief Operating Officer 54 20-09-30
Chief Tech/Sci/R&D Officer - 21-05-06
Chief Administrative Officer - 13-12-31
Director/Board Member - 07-12-31
Director/Board Member - 96-12-31

Members of the board

Members of the board TitleAgeSince
Director/Board Member 62 20-06-30
Director/Board Member 71 18-05-31
Chairman - 77-12-31
Director/Board Member - 13-12-31
Director/Board Member - 96-12-31
Director/Board Member - 96-12-31
Director/Board Member - 07-12-31
Director/Board Member - 21-09-30
Director/Board Member - 13-12-31
Chief Executive Officer - 18-10-14

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 1,714,344 1,714,344 ( 100.00 %) 0 100.00 %

Shareholders

NameEquities%Valuation
Cutler Capital Management LLC
4.461 %
76,459 4.461 % 8 M $
Siena Capital Partners GP LLC
4.078 %
69,895 4.078 % 7 M $
Kairos Investment Management Ltd.
0.0781 %
1,338 0.0781 % 141 828 $
Grosvenor Capital Management LP
0.008460 %
145 0.008460 % 15 370 $

Holdings

NameEquities%Valuation
29,334 0.00% 5,030,194 $
10,428 0.00% 4,387,268 $
26,685 0.00% 4,221,300 $
24,144 0.00% 3,808,475 $
23,245 0.00% 3,771,501 $
26,103 0.00% 3,034,213 $
41,478 0.00% 3,012,547 $
7,578 0.00% 2,776,807 $
12,535 0.00% 2,510,761 $
9,999 0.00% 2,459,054 $

Company contact information

Exchange Bank (Santa Rosa, California)

545-4th Street

95401-6323, Santa Rosa

+707 524 3000

http://www.exchangebank.com
address Exchange Bank (Santa Rosa, CA)(EXSR)
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