First United Stock Insiders

FUNC Stock  USD 37.91  -0.27  -0.71%   
First United's ownership page maps who actually holds First United -- institutions, insiders, and the wider shareholder base. Institutions own 48.74% of First United and insiders hold 7.71%. Insider transaction patterns around earnings dates can reveal confidence or hedging behavior.
Jason Rush  President and CEO
CEO and President & Director
Insider Sentiment
Aggressively Buying
 
Selling
 
Buying
About 85 percent of all First United's insiders are actively buying. Overall insider positioning in First United stock suggests a significant number of insiders are bullish at this time.

Latest Trades

2026-02-03Brian R BoalAcquired 75 @ 39.68View
2025-11-03Tonya K SturmAcquired 64 @ 35.15View
2025-08-26Irvin Robert RudyDisposed 2000 @ 37.35View
2025-08-04Carissa Lynn RodeheaverAcquired 120 @ 32.28View
2025-08-01Carissa Lynn RodeheaverAcquired 38 @ 35.92View
2025-05-02Jason Barry RushAcquired 78 @ 30.58View
2025-05-01Carissa Lynn RodeheaverAcquired 172 @ 30.42View
Tracking insider sentiment in First United reveals whether internal behavior is reinforcing or weakening the broader thesis. Transaction motives are not always purely directional, which is why pattern analysis across multiple insiders strengthens the signal.
  

First United's Workforce Through the Years

Employee-history analysis for First United reveals whether the business is expanding capacity, defending margins, or adjusting to softer demand. Disclosed headcount near about 320 employees warrants comparison with broader business results to identify scaling or restructuring trends. Reported workforce figures may vary across disclosures and time periods; aggregated or historical datasets can reflect different figures depending on reporting scope and methodology.
Macro event markers
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Management Team Effectiveness

FUNC has return on total asset (ROA) of 1.26 % which means that for every $100 of assets, it generated a profit of $1.26. This is below average for the sector. Similarly, it shows a return on stockholder's equity (ROE) of 13.05 %, which means that it generated $13.05 on every $100 invested by stockholders.
As of this Monday, Common Stock Shares Outstanding is above prior levels at approximately 7 M. Also, Net Income Applicable To Common Shares is currently near approximately 30.2 M.

Stock Institutional Investors

At micro-cap scale, institutional coverage and secondary-market liquidity are typically well established. At First United's scale, both institutional and retail traders shape the daily action. Shares outstanding are near 6.4 M. Whether the institutional base is growing or shrinking quarter over quarter matters more than the current snapshot.
Shares
Northern Trust Corp2025-09-30
60.5 K
Pinnacle Holdings, Llc2025-12-31
59 K
The Goldman Sachs Group Inc2025-12-31
47.7 K
Marshall Wace Asset Management Ltd2025-12-31
44 K
Morgan Stanley - Brokerage Accounts2025-09-30
41.1 K
Two Sigma Investments Llc2025-12-31
38.8 K
Fourthstone Llc2025-12-31
37.5 K
Daytona Street Capital Llc2026-03-31
37.1 K
Empowered Funds, Llc2025-12-31
35.9 K
Dimensional Fund Advisors, Inc.2025-12-31
362.5 K
Blackrock Inc2025-09-30
347.2 K
For a smaller-cap like First United (246.14 Million), benchmark pressure and redemption cycles can limit how institutional weight turns into price support. Whether First United institutional base is index-driven or conviction-based changes how to read it - at this size active managers often hold meaningful weight.

Insider Trading Activities

Insider disclosures for First United show how people closest to the business are behaving as market expectations change. U.S. insider activity is disclosed through Form 4 filings, enabling analysis of transaction timing, clustering, and scale.
 
Rodeheaver Carissa Lynn over a month ago
Acquisition by Rodeheaver Carissa Lynn of 122 shares of First United at 27.97 subject to Rule 16 b-3
 
Fisher Robert L. Ii over a month ago
Disposition of 178 shares by Fisher Robert L. Ii of First United at 35.99 subject to Rule 16 b-3
 
Jason Rush over a month ago
Acquisition by Jason Rush of 502 shares of First United subject to Rule 16 b-3
 
Tonya Sturm over two months ago
Disposition of tradable shares by Tonya Sturm of First United at 35.42 subject to Rule 16 b-3
 
Rodeheaver Carissa Lynn over six months ago
Acquisition by Rodeheaver Carissa Lynn of tradable shares of First United at 27.875 subject to Rule 16 b-3
 
Boal Brian R. over six months ago
Acquisition by Boal Brian R. of tradable shares of First United at 32.36 subject to Rule 16 b-3
 
Rodeheaver Carissa Lynn over six months ago
Acquisition by Rodeheaver Carissa Lynn of tradable shares of First United at 35.92 subject to Rule 16 b-3
 
Tonya Sturm over six months ago
Acquisition by Tonya Sturm of 427 shares of First United subject to Rule 16 b-3
 
Rudy Irvin Robert over six months ago
Acquisition by Rudy Irvin Robert of 1000 shares of First United subject to Rule 16 b-3
 
Hessler Kevin over six months ago
Acquisition by Hessler Kevin of 1475 shares of First United subject to Rule 16 b-3
 
Sanders Keith over six months ago
Disposition of 117 shares by Sanders Keith of First United at 31.21 subject to Rule 16 b-3
 
Jason Rush over six months ago
Acquisition by Jason Rush of tradable shares of First United at 30.58 subject to Rule 16 b-3

Outstanding Bonds

First United may use bonds as part of its capital structure to fund operations, refinance liabilities, or support acquisitions and other long-duration investments. Maturity profile, refinancing windows, and coupon burden can all affect how resilient the capital structure looks in a weaker market.

Corporate Filings

8K
21st of April 2026
Report filed with the SEC to announce major events that shareholders should know about
16th of April 2026
Other Reports
15th of April 2026
Other Reports
10th of April 2026
Other Reports
13A
26th of March 2026
An amended filing to the original Schedule 13G
25th of March 2026
Other Reports
F4
18th of March 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
13th of March 2026
Other Reports
About 30% of First United outstanding shares are owned by institutions. Institutional investors - such as mutual funds, pension funds, and asset managers - typically hold positions as part of a broader portfolio strategy, managing assets on behalf of clients. As a result, institutional investors are subject to reporting requirements and oversight rules - such as 13F filings - that differ from those for individual retail investors. Changes in institutional ownership of First United can sometimes signal a shift in professional sentiment toward the company.
 
Shares in Circulation  
 First Issued
1991-03-31
 Previous Quarter
6.5 M
 Current Value
6.5 M
 Average Shares Outstanding
6.3 M
 Quarterly Volatility
393.3 K
Macro event markers
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Holders Distribution

For First United, institutional participation can be supportive or destabilizing depending on whether large holders are building conviction or reducing exposure. One practical risk is that institutions can own millions of shares, so concentrated selling can pressure the stock quickly once sentiment changes.

Market Cap and Value

Workforce Comparison

First United holds the #4 position for number of employees relative to top peers. The total workforce of Financials industry is currently estimated at about 2,891. First United retains roughly 315 in number of employees claiming about 11% of equities under Financials sector.

Profit Margins

FUNC has Profit Margin (PM) of 29.0 %, which may indicate that the company has good control over its costs. This is above the sector average. Similarly, it shows Operating Margin (OM) of 41.0 %, which signifies that for every $100 of sales, the company has a net operating income of $41.0.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.530.7023
Significantly Down
Moderate Variation
Net Profit Margin0.10.2057
Way Down
High Variability
Operating Profit Margin0.140.273
Way Down
High Variability
Pretax Profit Margin0.140.273
Way Down
High Variability
Return On Assets0.00930.0117
Significantly Down
High Variability
Return On Equity0.110.1204
Significantly Down
Moderate Growth

Insider Trading History

The buy-sell ratio in First United's insider history separates pay-related activity from trades based on conviction. At micro-cap scale, institutional coverage and secondary-market liquidity are typically well established. Larger blocks and clustered timing carry more weight than isolated trades.
Buy/Sell Ratio# Purchases Trades# Sales TradesTotal Shares PurchasedTotal Shares Sold
2026-03-01
2.125
17
8
7,436
1,221
2025-09-01
4.0
4
1
310.04
2,000
2025-06-01
3.25
13
4
12,012
704.00
2025-03-01
3.2857
23
7
9,405
1,245
2024-09-01
7.0
7
1
322.05
2,000
2024-06-01
6.6667
20
3
21,499
173.00
2024-03-01
2.4286
17
7
5,535
7,754
2023-03-01
10.5
21
2
10,153
620.00
2022-12-01
8.0
8
1
1,339
 0.00 
2022-09-01
4.0
8
2
1,378
506.00
2022-06-01
16.0
16
1
15,523
84.00
2022-03-01
4.0
12
3
7,508
2,155
2021-03-01
14.0
14
1
6,153
140.00
2020-12-01
11.0
11
1
1,843
0.72
2020-09-01
30.0
30
1
14,452
 0.00 
2018-09-01
2.0
8
4
410.24
1,420
2018-06-01
6.3333
19
3
17,872
7,126
2018-03-01
1.0
1
1
575.00
5.00
2017-12-01
0.0625
2
32
3,036
26,710
2017-06-01
3.5
14
4
16,070
2,600
2015-06-01
11.0
11
1
16,022
 0.00 
2014-06-01
3.0
18
6
21,879
14.00
2012-03-01
15.0
15
1
26,158
 0.00 
2011-12-01
28.0
28
1
23,524
 0.00 
2009-09-01
0.5
1
2
4.46
588.00
2009-06-01
1.5714
11
7
5,078
15,743
2008-06-01
27.0
27
1
25,503
1,380
2007-06-01
2.0
2
1
970.00
0.22
2006-06-01
4.0
4
1
630.63
1,000.00
2006-03-01
4.0
8
2
3,843
988.00
2003-12-01
0.6667
4
6
9,398
18,736
2003-03-01
2.0
2
1
34.00
 0.00 
1999-03-01
1.0
1
1
2,948
2,948

Notable Stakeholders

Stakeholders matter for First United because not every influential participant is a shareholder acting with the same objective or time horizon. In practice, stakeholder review supports awareness of the people and incentives that may be shaping key decisions behind the scenes.
Jason RushCEO and President & DirectorProfile
Carissa RodeheaverExecutive ChairmanProfile
Tonya SturmExecutive VP, CFO, Secretary & TreasurerProfile
Anthony TaskerSenior VP & COOProfile
Julie PetersonExecutive VP & Chief Credit Officer of First United BankProfile
Robert FisherExecutive VP & Chief Banking Officer of First United BankProfile
Keith SandersExecutive VP & Chief Wealth Officer of First United BankProfile

Management Information & Data Sources

First United is a micro-cap company across Regional Banks, Banks - Regional, Financial Services. Board composition and governance structure frame oversight quality and strategic accountability. Governance quality is often reflected in reporting discipline, audit rigor, and related-party transparency. CEO is Jason Rush with 315 employees and 7 reported executives.

First United values are built from periodic company reporting and market reference feeds, with reporting definitions aligned before display. Professional analyst research is incorporated when coverage is available. Insider and management fields are mapped from published filings and company disclosures.

Editorial review and methodology oversight provided by: Raphi Shpitalnik, Junior Member of Macroaxis Editorial Board

Workforce Efficiency and Productivity

Workforce efficiency at First United measures execution quality, especially when comparing similar businesses in the same industry. This is most informative when seeking to connect operating scale with efficiency rather than reviewing headcount in isolation.

First United Manpower Efficiency

Return on First United Manpower

Revenue Per Employee378.4K
Revenue Per Executive17M
Net Income Per Employee77.8K
Net Income Per Executive3.5M

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