Insider Trading February 10, 2026

Merchants Bancorp CEO Disposes $439,531 in Series C Shares as Board Clears $100M Buyback Plan

Michael F. Petrie reduced direct Series C holdings in two transactions while the bank launches a flexible repurchase program and trades near its 52-week high

By Avery Klein MBIN
Merchants Bancorp CEO Disposes $439,531 in Series C Shares as Board Clears $100M Buyback Plan
MBIN

Merchants Bancorp Chairman and CEO Michael F. Petrie sold 21,759 Series C Depositary Shares across two trades in early February 2026, raising $439,531. The sales occurred as the stock traded near its 52-week high and after strong recent returns. Separately, the company’s board approved a $100 million repurchase program that runs through December 31, 2027.

Key Points

  • CEO Michael F. Petrie sold 21,759 Series C Depositary Shares on Feb. 6 and Feb. 9, 2026, at $20.20 per share, totaling $439,531.
  • Merchants Bancorp’s Board approved a $100 million stock repurchase program valid through December 31, 2027, allowing buybacks in the open market or by other means under terms set by management.
  • Stock performance: trading near a 52-week high ($45.94) with recent returns of 47.44% over six months and 32.3% year-to-date; company trades at a P/E of 11.91 and has nine consecutive years of dividend payments with 11.11% dividend growth over the last twelve months. Sectors impacted: banking and regional financials.

Michael F. Petrie, Chairman and Chief Executive Officer of Merchants Bancorp, sold a total of 21,759 Series C Depositary Shares in two transactions on February 6 and February 9, 2026. The shares were disposed of at $20.20 apiece, producing aggregate proceeds of $439,531.

On February 6, Petrie sold 7,149 Series C Depositary Shares. He followed that sale with an additional 14,610-share disposition on February 9. The timing of these sales coincides with a period of strong market performance for Merchants Bancorp - the stock has returned 47.44% over the past six months and 32.3% year-to-date - and was trading near its 52-week high of $45.94, with the most recent quote at $45.06.

After completing the February transactions, Petrie directly holds 37,873 Series C Depositary Shares. His indirect ownership position in the company’s Common Stock stands at 1,930,308 shares, a figure that includes 48,961 unvested restricted stock units.

Merchants Bancorp’s reported valuation metrics include a price-to-earnings ratio of 11.91. The company has maintained dividend payments for nine consecutive years and recorded 11.11% dividend growth over the last twelve months. InvestingPro data cited in company reports indicates the stock appears slightly undervalued based on its Fair Value assessment.

In a separate corporate action announced by the company, Merchants Bancorp’s Board of Directors approved a $100 million stock repurchase program. The program is authorized through December 31, 2027, and grants the company the ability to repurchase shares either in the open market or by other permitted means. The board and management framed the buyback authorization as a move intended to serve shareholder interests, giving the company flexibility to acquire shares at prices, quantities, and on terms that management deems appropriate.

The combination of insider sales, a substantial repurchase authorization, and the stock trading near its annual high provides multiple data points for investors evaluating the bank holding company. The firm is based in Indiana and described the repurchase program as part of its capital allocation toolkit. InvestingPro-sourced metrics and the board-approved buyback add to the publicly available picture of the company’s capital and shareholder-return choices.

The factual record in regulatory filings and company disclosures shows Petrie reduced his direct holding of Series C Depositary Shares while retaining a significant indirect stake in common shares. The board-approved repurchase program sets an upper limit on buybacks through the end of 2027 but does not specify the timing or pace at which repurchases will occur.


Clear summary

Merchants Bancorp’s CEO sold 21,759 Series C Depositary Shares on February 6 and 9, 2026 at $20.20 per share, netting $439,531. The firm also received board approval for a $100 million share repurchase program that runs through December 31, 2027. The stock recently traded near its 52-week high and shows robust recent returns, while InvestingPro rates the name as slightly undervalued.

Risks

  • The repurchase program is authorized through December 31, 2027 and grants management discretion over timing, quantities, and terms - creating uncertainty over the pace and magnitude of actual buybacks. This affects the banking and financial markets.
  • Insider dispositions reduced the CEO’s direct Series C holding to 37,873 shares, altering known insider ownership levels and creating variability in insider-held capital positions in the regional bank sector.
  • InvestingPro’s Fair Value assessment labels the stock as slightly undervalued while the market price sits near the 52-week high, indicating valuation uncertainty between analytic estimates and market pricing for financial sector investors.

More from Insider Trading

Clean Harbors Director Executes $204,802 Sale as Company Reports Strong Q4 and Pushes M&A Agenda Feb 21, 2026 Clean Harbors Executive Disposes Nearly $1.0M in Stock as Company Posts Strong Q4 Feb 21, 2026 Clean Harbors CFO Disposes $784K in Shares as Company Reports Strong Quarter and Pursues Acquisition Feb 21, 2026 Travelers Executive Vice President Records $1.74 Million Share Sale as Company Posts Strong Quarter Feb 21, 2026 Genasys Director Buys $50,404 of Stock; Company Reports Mixed Q1 Results Feb 21, 2026