How many institutions own CLST stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CLST shares is 25, representing 26.36% of the company's common stock.

Who are the major shareholders selling Catalyst Bancorp, Inc. stock?

WITTENBERG INVESTMENT MANAGEMENT, INC., in the last quarter, reduced its stake in CLST by -21.95% restricting it's holding to 10.67 thousand shares of worth nearly $176.15K. NEWEDGE ADVISORS, LLC also lessened -46.51% of the CLST shares from its portfolio, reducing its holding to 11.5 thousand shares of worth $189.87K. SUMMIT FINANCIAL WEALTH ADVISORS, LLC also shunned CLST shares holding by -25.27% last quarter which brought its holding to 13.6 thousand shares worth $224.54K.

Investors who are buying CLST stock?

As per its latest 13F filing, CITADEL ADVISORS LLC increased its stake in CLST by 12.16% in the last quarter. The institutional holder raised its holding to 14.58 thousand shares having worth more than $240.75K. SUSQUEHANNA INTERNATIONAL GROUP, LLP also added 113.19% more shares of CLST to its portfolio, raising its holding to 23.08 thousand shares of worth $381.02K. VANGUARD FIDUCIARY TRUST CO also increased its CLST shares holding by 0.56% which brought its holding to 24.35 thousand shares worth $402.04K.

CLST's major insiders: who are they?

The insider with the most stakes in CLST is ROTH MICHAEL , 10 percent owner at the company. Additionally, CLST stock is highly held by director Bellard Ted D. and PRESIDENT AND CEO Zanco Joseph B among others.

Did an insider recently sell CLST stock?

Company executives, directors, and other insiders own 17.45% percent of Catalyst Bancorp, Inc.'s stock. Within the last six months, there have been 1 transaction(s) in which CLST insiders have sold stock, totaling 1K shares. Insiders that have sold shares include KLEISER KIRK E. and ROTH MICHAEL.

Which insider recently purchased CLST stock?

There have been 0 transaction(s) during the past 6-months in which Catalyst Bancorp, Inc. insiders have bought stock, totalling 0 shares

How much of CLST does insiders own?

Around 0 Catalyst Bancorp, Inc. shares are held by insiders, which represents about 17.45% of CLST stock.

Who is the insider with the largest stake?

CLST 10 percent owner, ROTH MICHAEL holds the largest portfolio of the company's shares. CLST shares owned by ROTH total nearly 3.26 million.

Which institution holds the most shares in CLST?

RAFFLES ASSOCIATES LP is the largest institutional owner in CLST which holds 10.56 thousand shares worth $174.26K or 0.3% of the total CLST shares outstanding followed by WITTENBERG INVESTMENT MANAGEMENT, INC. with ownership of 10.67 thousand shares representing 0.31% of the CLST ownership. BASSWOOD CAPITAL MANAGEMENT, L.L.C. is the third largest stakeholder with 11.25 thousand shares or 0.32% of the ownership worth more than $185.67K.

Is Catalyst Bancorp, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CLST is concerned, it is a stock which is not optionable.

Is there a short position on CLST's shares?

Number of CLST shares short is 7.15K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding CLST shares are there?

As of today, 4.03M shares of CLST are outstanding.

Is there many float in CLST stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CLST has 2.57M shares in float.

CLST short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CLST is 2.56.

Catalyst Bancorp (CLST) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares0.18

Short Percent Of Float0.21

Shares Outstanding4.03M

Shares Float2.57M

Shares Short7.15K

Short Ratio2.56

0.21%

Short % of Float

0.18%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

17.45% Percentage of Shares held by All Insiders

26.36% Percentage of Shares held by All Institutions

31.93% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 26.36% of CLST shares are held by financial institutions. RAFFLES ASSOCIATES LP is the top corporate investor, holding 10.56K shares valued at $174.26K. A 0.3% stake in Catalyst Bancorp, Inc. is owned by the company. WITTENBERG INVESTMENT MANAGEMENT, INC. owns 10.67K shares valued at $176.15K, which translates its holding of 0.31% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	RAFFLES ASSOCIATES LP	0.3%	10.56K	174.26K	0	0
Jun 30, 2026	WITTENBERG INVESTMENT MANAGEMENT, INC.	0.31%	10.67K	176.15K	-3K	-21.95%
Jun 30, 2026	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.32%	11.25K	185.67K	0	0
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.33%	11.5K	189.87K	-10K	-46.51%
Jun 30, 2026	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.39%	13.6K	224.54K	-4.6K	-25.27%
Jun 30, 2026	CITADEL ADVISORS LLC	0.42%	14.58K	240.75K	1.58K	+12.16%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.66%	23.08K	381.02K	12.25K	+113.19%
Jun 30, 2026	RENAISSANCE TECHNOLOGIES LLC	0.66%	23.1K	381.38K	-100	-0.43%
Jun 30, 2026	VANGUARD FIDUCIARY TRUST CO	0.7%	24.35K	402.04K	135	+0.56%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.72%	25K	412.75K	0	0
Jun 30, 2026	MONTZ HARCUS WEALTH MANAGEMENT LLC	0.86%	30K	495.3K	0	0
Jun 30, 2026	GEODE CAPITAL MANAGEMENT, LLC	0.99%	34.57K	571K	82	+0.24%
Jun 30, 2026	ALLIANCEBERNSTEIN L.P.	1.75%	61.07K	1.01M	29.44K	+93.06%
Jun 30, 2026	BLACKROCK, INC.	1.97%	68.8K	1.14M	3.16K	+4.82%
Jun 30, 2026	KNOTT DAVID M JR	3.26%	114K	3.58M	114K	+100.00%
Jun 30, 2026	VANGUARD CAPITAL MANAGEMENT LLC	5.42%	189.49K	3.13M	-654	-0.34%
Jun 30, 2026	GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	5.61%	195.94K	3.23M	-1.35K	-0.68%
Jun 30, 2026	STILWELL VALUE LLC	10.42%	364.09K	6.01M	81.65K	+28.91%
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	0%	6	99	0	0
Jun 30, 2026	UBS GROUP AG	0%	68	1.12K	21	+44.68%
Jun 30, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	75	1.24K	0	0
Jun 30, 2026	AMERICAN CAPITAL ADVISORY, LLC	0%	125	2.06K	0	0
Jun 30, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.03%	1.14K	18.82K	0	0
Jun 30, 2026	CITIGROUP INC	0%	0	-	-1	-100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	10.83K	179.26K	10.83K	+100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.62%	21.5K	356.04K	0	0
Mar 31, 2026	CITIGROUP INC	0%	1	17	0	0
Mar 31, 2026	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.52%	18.2K	301.39K	0	0
Mar 31, 2026	BLACKROCK, INC.	1.88%	65.63K	1.09M	780	+1.20%
Mar 31, 2026		5.45%	190.14K	3.15M	190.14K	+100.00%
Mar 31, 2026	GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	5.66%	197.29K	3.27M	2.16K	+1.11%
Mar 31, 2026	STILWELL VALUE LLC	8.1%	282.43K	4.68M	27.74K	+10.89%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-40	-100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-9	-100.00%
Mar 31, 2026	UBS GROUP AG	0%	47	778	42	+840.00%
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	75	1.24K	0	0
Mar 31, 2026	AMERICAN CAPITAL ADVISORY, LLC	0%	125	2.07K	0	0
Mar 31, 2026	RAFFLES ASSOCIATES LP	0.3%	10.56K	174.79K	0	0
Mar 31, 2026	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.32%	11.25K	186.23K	0	0
Mar 31, 2026	CITADEL ADVISORS LLC	0.37%	13K	215.3K	13K	+100.00%
Mar 31, 2026	WITTENBERG INVESTMENT MANAGEMENT, INC.	0.39%	13.67K	226.36K	0	0
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	0.67%	23.2K	384.19K	-100	-0.43%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.69%	24.22K	401.02K	24.22K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.72%	25K	414K	25K	+100.00%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	0.91%	31.63K	498.17K	31.63K	+100.00%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	0.99%	34.49K	571.36K	-51	-0.15%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0%	6	99	0	0
Mar 31, 2026	MURCHINSON LTD.	0%	0	-	-259.07K	-100.00%
Mar 31, 2026	MONTZ HARCUS WEALTH MANAGEMENT LLC	0.86%	30K	496.8K	0	0
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.03%	1.14K	18.88K	1.14K	+100.00%
Mar 31, 2026	VANGUARD CAPITAL MANAGEMENT LLC	5.45%	190.14K	3.15M	190.14K	+100.00%
Dec 31, 2025	STILWELL VALUE LLC	6.84%	254.7K	4.01M	137.15K	+116.68%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	75	1.18K	0	0
Dec 31, 2025	BARCLAYS PLC	0%	0	-	-2	-100.00%
Dec 31, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.3%	11.25K	177.13K	0	0
Dec 31, 2025	WITTENBERG INVESTMENT MANAGEMENT, INC.	0.37%	13.67K	215.29K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.58%	21.5K	338.63K	0	0
Dec 31, 2025	AMERICAN CAPITAL ADVISORY, LLC	0%	125	1.97K	0	0
Dec 31, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.49%	18.2K	286.65K	0	0
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.63%	23.3K	366.98K	500	+2.19%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	6	94	0	0
Dec 31, 2025	RAFFLES ASSOCIATES LP	0.28%	10.56K	166.24K	0	0
Dec 31, 2025	VANGUARD GROUP INC	5.79%	215.63K	3.4M	-4.21K	-1.91%
Dec 31, 2025	GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	5.24%	195.13K	3.07M	-1.13K	-0.58%
Dec 31, 2025	MURCHINSON LTD.	6.96%	259.07K	4.08M	259.07K	+100.00%
Dec 31, 2025	CITIGROUP INC	0%	1	16	1	+100.00%
Dec 31, 2025	UBS GROUP AG	0%	5	79	-4.59K	-99.89%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	9	142	-5	-35.71%
Dec 31, 2025	MONTZ HARCUS WEALTH MANAGEMENT LLC	0.81%	30K	472.5K	0	0
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.93%	34.54K	544.2K	-1.15K	-3.21%
Dec 31, 2025	BLACKROCK, INC.	1.74%	64.85K	1.02M	-486	-0.74%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	40	4.78K	-3.96K	-99.00%
Sep 30, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.3%	11.25K	148.45K	0	0
Sep 30, 2025	WITTENBERG INVESTMENT MANAGEMENT, INC.	0.37%	13.67K	179.75K	0	0
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	75	986	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	6	79	0	0
Sep 30, 2025	BARCLAYS PLC	0%	2	26	2	+100.00%
Sep 30, 2025	GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	5.27%	196.26K	2.58M	-2.68K	-1.35%
Sep 30, 2025	VANGUARD GROUP INC	5.9%	219.84K	2.89M	-4.08K	-1.82%
Sep 30, 2025	RAFFLES ASSOCIATES LP	0.28%	10.56K	139.33K	0	0
Sep 30, 2025	UBS GROUP AG	0.12%	4.59K	60.4K	-900	-16.38%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.58%	21.5K	282.73K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	14	184	-39	-73.58%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-35K	-100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.11%	4K	52.6K	-6K	-60.00%
Sep 30, 2025	AMERICAN CAPITAL ADVISORY, LLC	0%	125	1.64K	-250	-66.67%
Sep 30, 2025	STILWELL VALUE LLC	3.16%	117.55K	1.55M	39.61K	+50.82%
Sep 30, 2025	BLACKROCK, INC.	1.76%	65.34K	859.21K	260	+0.40%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.96%	35.69K	469.43K	-3.98K	-10.04%
Sep 30, 2025	MONTZ HARCUS WEALTH MANAGEMENT LLC	0.81%	30K	394.5K	0	0
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.61%	22.8K	300.96K	600	+2.70%
Sep 30, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.49%	18.2K	242.06K	0	0
Jun 30, 2025	RAFFLES ASSOCIATES LP	0.28%	10.56K	130.78K	0	0
Jun 30, 2025	UBS GROUP AG	0.15%	5.49K	68.06K	-539	-8.94%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.6%	22.2K	275.06K	-700	-3.06%
Jun 30, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.3%	11.25K	139.34K	0	0
Jun 30, 2025	WITTENBERG INVESTMENT MANAGEMENT, INC.	0.37%	13.67K	169.36K	0	0
Jun 30, 2025	MONTZ HARCUS WEALTH MANAGEMENT LLC	0.81%	30K	371.7K	0	0
Jun 30, 2025	STILWELL VALUE LLC	2.09%	77.94K	965.64K	37.95K	+94.89%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.58%	21.5K	266.39K	0	0
Jun 30, 2025	BLACKROCK, INC.	1.75%	65.08K	806.33K	-631	-0.96%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.94%	35K	433.65K	35K	+100.00%
Jun 30, 2025	GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	5.34%	198.94K	2.46M	16.32K	+8.94%
Jun 30, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.49%	18.2K	225.5K	0	0
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-80	-100.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0%	0	-	-39.28K	-100.00%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	6	74	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.07%	39.67K	491.61K	522	+1.33%
Jun 30, 2025	VANGUARD GROUP INC	6.01%	223.92K	2.77M	-24.88K	-10.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	53	656	17	+47.22%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	75	929	0	0
Jun 30, 2025	AMERICAN CAPITAL ADVISORY, LLC	0.01%	375	4.65K	0	0
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.27%	10K	123.9K	-2.75K	-21.57%
Mar 31, 2025	WITTENBERG INVESTMENT MANAGEMENT, INC.	0.37%	13.67K	159.24K	0	0
Mar 31, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.5%	18.2K	212.03K	-6K	-24.79%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.59%	21.5K	250.48K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	36	419	2	+5.88%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	80	932	80	+100.00%
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	75	874	0	0
Mar 31, 2025	MURCHINSON LTD.	0%	0	-	-259.07K	-100.00%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0%	0	-	-608	-100.00%
Mar 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0%	0	-	-22.78K	-100.00%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	6	70	0	0
Mar 31, 2025	AMERICAN CAPITAL ADVISORY, LLC	0.01%	375	4.37K	0	0
Mar 31, 2025	UBS GROUP AG	0.16%	6.03K	70.27K	-657	-9.82%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-35K	-100.00%
Mar 31, 2025	ARCUS CAPITAL PARTNERS, LLC	0%	0	-	-12.48K	-100.00%
Mar 31, 2025	RAFFLES ASSOCIATES LP	0.29%	10.56K	122.97K	0	0
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.63%	22.9K	266.79K	-2.38K	-9.40%
Mar 31, 2025	MONTZ HARCUS WEALTH MANAGEMENT LLC	0.82%	30K	349.5K	30K	+100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.07%	39.14K	456.2K	680	+1.77%
Mar 31, 2025	GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	4.99%	182.62K	2.13M	110	+0.06%
Mar 31, 2025	VANGUARD GROUP INC	6.79%	248.8K	2.9M	-1.63K	-0.65%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	1.07%	39.28K	457.61K	-71.32K	-64.49%
Mar 31, 2025	STILWELL VALUE LLC	1.09%	39.99K	465.9K	0	0
Mar 31, 2025	BLACKROCK, INC.	1.79%	65.71K	765.52K	-511	-0.77%
Mar 31, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.31%	11.25K	131.02K	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.35%	12.75K	148.54K	-1K	-7.27%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.32%	15K	177.75K	0	0
Mar 31, 2024	DRYDEN CAPITAL, LLC	0.64%	30.59K	362.53K	0	0
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.74%	35K	414.75K	35K	+100.00%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.83%	39.39K	466.88K	-1.6K	-3.91%
Mar 31, 2024	STILWELL VALUE LLC	0.84%	39.99K	473.89K	0	0
Mar 31, 2024	GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	1.27%	60.42K	715.97K	60.42K	+100.00%
Mar 31, 2024	BLACKROCK INC.	1.41%	67.21K	796.44K	-435	-0.64%
Mar 31, 2024	VANGUARD GROUP INC	5.27%	251.14K	2.98M	0	0
Mar 31, 2024	BHZ CAPITAL MANAGEMENT, LP	0%	0	-	-38K	-100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0%	0	-	-3	-100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	35	415	1	+2.94%
Mar 31, 2024	ROYAL BANK OF CANADA	0%	50	1K	-110	-68.75%
Mar 31, 2024	UBS GROUP AG	0.01%	597	7.07K	597	+100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.04%	2K	23.7K	2K	+100.00%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	6.28%	299.1K	3.54M	-10.46K	-3.38%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.21%	10K	118.5K	-362	-3.49%
Mar 31, 2024	RAFFLES ASSOCIATES LP	0.22%	10.56K	125.08K	0	0
Mar 31, 2024	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.24%	11.25K	133.27K	0	0
Mar 31, 2024	ARCUS CAPITAL PARTNERS, LLC	0.26%	12.48K	147.85K	-4.01K	-24.31%
Mar 31, 2024	AMERICAN CAPITAL ADVISORY, LLC	0%	0	-	-250	-100.00%
Mar 31, 2024	MORGAN STANLEY	0.32%	15K	177.75K	15K	+100.00%
Mar 31, 2024	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.56%	26.8K	317.58K	-2K	-6.94%
Dec 31, 2023	BLACKROCK INC.	1.19%	67.65K	733.27K	-130	-0.19%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.72%	40.99K	444.43K	837	+2.08%
Dec 31, 2023	STILWELL VALUE LLC	0.71%	39.99K	433.5K	0	0
Dec 31, 2023	BHZ CAPITAL MANAGEMENT, LP	0.67%	38K	411.93K	27.32K	+255.81%
Dec 31, 2023	DRYDEN CAPITAL, LLC	0.54%	30.59K	331.63K	0	0
Dec 31, 2023	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.51%	28.8K	312.19K	0	0
Dec 31, 2023	ARCUS CAPITAL PARTNERS, LLC	0.29%	16.48K	178.69K	-19.05K	-53.61%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.26%	15K	162.6K	0	0
Dec 31, 2023	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.2%	11.25K	121.91K	0	0
Dec 31, 2023	RAFFLES ASSOCIATES LP	0.19%	10.56K	114.42K	0	0
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.18%	10.36K	124.24K	0	0
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.01%	745	8.08K	745	+100.00%
Dec 31, 2023		0%	250	2.71K	250	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0%	160	2K	27	+20.30%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	34	369	0	0
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-35	-100.00%
Dec 31, 2023	VANGUARD GROUP INC	4.43%	251.14K	2.72M	-1.75K	-0.69%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0%	3	33	3	+100.00%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	5.46%	309.56K	3.36M	0	0

Insiders

Among the CLST insiders holding of 17.45% of the stake in company, ROTH MICHAEL, 10 percent owner, holds the largest shares of 3.26M. BELLARD TED D., director, is the second largest CLST insider with ownership of 33.29K shares. ZANCO JOSEPH B, PRESIDENT AND CEO, stands third with possession of 22.01K shares of that stake.

Insiders	Designation	Shares Held
ROTH MICHAEL	10 percent owner	3.26M
BELLARD TED D.	director	33.29K
ZANCO JOSEPH B	PRESIDENT AND CEO	22.01K
CODORI JUTTA	Chief Financial Officer	15K
SCRUGGINS MATTHEW L.	director	10K
LAFLEUR FREDERICK R.	director	10K
KIDDER TODD A.	director	10K
LEBOUEF CRAIG C.	director	10K
PERRY SIMONE S.	Chief Credit Officer	5K
QUEBEDEAUX AMANDA B.	Director of Operations	500
BOURQUE JACQUES L.J.	CHIEF FINANCIAL OFFICER	100
KLEISER KIRK E.	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 10, 2026	KLEISER KIRK E.	SALE	16.04	1K	16.04K	0
Oct 28, 2025	KLEISER KIRK E.	SALE	13.40	750	10.05K	0
Jun 11, 2025	KLEISER KIRK E.	PURCHASE	12.30	900	11.07K	900
Dec 03, 2024	ZANCO JOSEPH B	PURCHASE	11.87	6.25K	74.17K	22.01K
Dec 02, 2024	ZANCO JOSEPH B	PURCHASE	11.79	8.33K	98.25K	15.76K
Nov 22, 2024	KLEISER KIRK E.	PURCHASE	11.63	1.9K	22.11K	4.4K
Nov 01, 2023	KLEISER KIRK E.	PURCHASE	11.21	1.7K	19.05K	12.8K
May 19, 2023	BELLARD TED D.	PURCHASE	10.32	4	41.3	33.29K
May 18, 2023	BELLARD TED D.	PURCHASE	10.01	2.39K	23.96K	31.68K
May 16, 2023	BELLARD TED D.	PURCHASE	9.98	2.73K	27.2K	26.19K
May 12, 2023	ZANCO JOSEPH B	PURCHASE	9.75	125	1.22K	7.43K
May 11, 2023	ZANCO JOSEPH B	PURCHASE	9.43	100	943	5.1K
May 08, 2023	KLEISER KIRK E.	PURCHASE	9.64	1.6K	15.42K	2.8K
May 04, 2023	ZANCO JOSEPH B	PURCHASE	9.60	5K	48K	5K
May 01, 2023	KLEISER KIRK E.	PURCHASE	10.95	5.5K	60.23K	30.96K
Sep 06, 2022	BOURQUE JACQUES L.J.	PURCHASE	13.46	100	1.35K	100
Aug 16, 2022	KLEISER KIRK E.	PURCHASE	13.30	1K	13.3K	2K
Aug 15, 2022	KLEISER KIRK E.	PURCHASE	13.20	1.2K	15.84K	1.2K
Oct 12, 2021	PERRY SIMONE S.	PURCHASE	10.00	5K	50K	5K
Oct 12, 2021	KIDDER TODD A.	PURCHASE	10.00	10K	100K	10K
Oct 12, 2021	SCRUGGINS MATTHEW L.	PURCHASE	10.00	10K	100K	10K
Oct 12, 2021	ZANCO JOSEPH B	PURCHASE	10.00	10K	100K	10K
Oct 12, 2021	LAFLEUR FREDERICK R.	PURCHASE	10.00	10K	100K	10K
Oct 12, 2021	LEBOUEF CRAIG C.	PURCHASE	10.00	10K	100K	10K
Oct 12, 2021	QUEBEDEAUX AMANDA B.	PURCHASE	10.00	500	5K	500
Oct 12, 2021	KLEISER KIRK E.	PURCHASE	10.00	1K	10K	1K
Oct 12, 2021	CODORI JUTTA	PURCHASE	10.00	15K	150K	15K
Oct 12, 2021	BELLARD TED D.	PURCHASE	10.00	10K	100K	10K
Jan 19, 2007	ROTH MICHAEL	SALE	2.95	5K	14.75K	3.26M
Mar 09, 2006	ROTH MICHAEL	SALE	4.38	15K	65.7K	3.27M
Mar 08, 2006	ROTH MICHAEL	SALE	4.28	12K	51.36K	3.37M
Mar 07, 2006	ROTH MICHAEL	SALE	4.67	5.5K	25.69K	3.46M
Mar 06, 2006	ROTH MICHAEL	SALE	5.27	10K	52.7K	3.51M
Sep 27, 2004	ROTH MICHAEL	SALE	4.50	4K	18K	3.56M
Sep 24, 2004	ROTH MICHAEL	SALE	4.68	3.4K	15.91K	3.57M
Mar 05, 2004	ROTH MICHAEL	SALE	12.60	5.94K	74.78K	3.74M
Mar 02, 2004	ROTH MICHAEL	SALE	13.05	1K	13.05K	3.9M

Frequently Asked Questions