Enterprise Financial Services Corp
EFSCFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Enterprise Financial Services Corp Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 13 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Apr 29, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| TWIN PEAKS WEALTH ADVISORS, LLC | 2026-03-31 | 1 | $54 | SEC filing |
| Covestor Ltd | 2026-03-31 | 160 | Not shown | SEC filing |
| CANADA PENSION PLAN INVESTMENT BOARD | 2026-03-31 | 6,000 | $325K | SEC filing |
| AMERICAN CENTURY COMPANIES INC | 2026-03-31 | 1,052,353 | $56.9M | SEC filing |
| JPMORGAN CHASE & CO | 2026-03-31 | 268,907 | $14.5M | SEC filing |
| Atria Investments, Inc | 2026-03-31 | 4,160 | $225K | SEC filing |
| Invesco Ltd. | 2026-03-31 | 56,442 | $3.05M | SEC filing |
| SG Americas Securities, LLC | 2026-03-31 | 65,832 | Not shown | SEC filing |
| Phocas Financial Corp. | 2026-03-31 | 104,362 | $5.65M | SEC filing |
| AQR CAPITAL MANAGEMENT LLC | 2026-03-31 | 49,544 | $2.68M | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 2,330 | $126K | SEC filing |
| Empowered Funds, LLC | 2026-03-31 | 157,012 | $8.5M | SEC filing |
| EARNEST PARTNERS LLC | 2026-03-31 | 1,445,533 | $78.2M | SEC filing |
| Emerald Investment Advisers, LLC | 2026-03-31 | 86,410 | $4.68M | SEC filing |
| FIRST HORIZON CORP | 2026-03-31 | 548 | $29.7K | SEC filing |
| NORTHERN TRUST CORP | 2026-03-31 | 368,308 | $19.9M | SEC filing |
| Kemnay Advisory Services Inc. | 2026-03-31 | 200 | $10.8K | SEC filing |
| CANADA LIFE ASSURANCE Co | 2026-03-31 | 3,276 | Not shown | SEC filing |
| LAZARD ASSET MANAGEMENT LLC | 2026-03-31 | 25,327 | $1.37M | SEC filing |
- Each value is checked against Enterprise Financial Services Corp's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 3 rows: the filed value is about 1,000 times too small for the share count at Enterprise Financial Services Corp's share price.
- 1 row left out: the value per share it reports is far from Enterprise Financial Services Corp's share prices on file from around the report date, far from the value most filers reported for that date, or the value of a security already left out, so it may describe another security or share class.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Enterprise Financial Services Corp's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-11-06 · SANBORN RICHARD: Larger than 10 of the 11 other insider sales of Common Stock on file. SEC filing
- 2024-07-25 · SANBORN RICHARD: Larger than all 11 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-04-28 | PONDER MARK G · SEVP, Chief Admin. Officer | Common Stock | S — Open market or private sale | −625 | 60.90 | SEC filing |
| 2026-04-28 | PONDER MARK G · SEVP, Chief Admin. Officer | Common Stock | S — Open market or private sale | −625 | 60.20 | SEC filing |
| 2025-08-04 | Finn Michael E · Director | Common Stock | P — Open market or private purchase | +1,500 | 54.11 | SEC filing |
| 2025-06-26 | LALLY JAMES BRIAN · CEO | Common Stock | S — Open market or private sale | −1,828 | 55.16 | SEC filing |
| 2025-06-24 | LALLY JAMES BRIAN · CEO | Common Stock | S — Open market or private sale | −1,655 | 55.04 | SEC filing |
| 2025-06-06 | Finn Michael E · Director | Common Stock | P — Open market or private purchase | +1,492 | 52.50 | SEC filing |
| 2025-06-06 | Finn Michael E · Director | Common Stock | P — Open market or private purchase | +8 | 52.25 | SEC filing |
| 2025-05-15 | LALLY JAMES BRIAN · CEO | Common Stock | S — Open market or private sale | −400 | 55.01 | SEC filing |
Showing 8 of 13 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-04-27 | PONDER MARK G · SEVP, Chief Admin. Officer | Common Stock | G — Bona fide gift | −200 | SEC filing |
| 2026-04-27 | PONDER MARK G · SEVP, Chief Admin. Officer | Common Stock | G — Bona fide gift | −1,250 | SEC filing |
| 2026-04-27 | PONDER MARK G · SEVP, Chief Admin. Officer | Common Stock | G — Bona fide gift | +1,250 | SEC filing |
| 2026-04-14 | DUMLAO TROY · EVP, Chief Accounting Officer | Common Stock | M — Exercise or conversion of derivative security | +380 | SEC filing |
| 2026-04-14 | Handley Kevin L · Chief Credit Officer | Restricted Share Units | M — Exercise or conversion of derivative security | −380 | SEC filing |
| 2026-04-14 | Huffman Bridget · SEVP, Chief Risk Officer | Common Stock | M — Exercise or conversion of derivative security | +380 | SEC filing |
| 2026-04-14 | Huffman Bridget · SEVP, Chief Risk Officer | Restricted Share Units | M — Exercise or conversion of derivative security | −380 | SEC filing |
| 2026-04-14 | DUMLAO TROY · EVP, Chief Accounting Officer | Restricted Share Units | M — Exercise or conversion of derivative security | −380 | SEC filing |
Showing 8 of 35 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-12-31 | BAUCHE DOUGLAS · SEVP, Chief Credit Officer | Common Stock | J — Other acquisition or disposition | +19 | SEC filing |
| 2025-12-31 | Huffman Bridget · SEVP, Chief Risk Officer | Common Stock | J — Other acquisition or disposition | +123 | SEC filing |
| 2025-06-30 | DUMLAO TROY · EVP, Chief Accounting Officer | Common Stock | J — Other acquisition or disposition | +450 | SEC filing |
| 2025-06-30 | LALLY JAMES BRIAN · CEO | Common Stock | J — Other acquisition or disposition | +450 | SEC filing |
| 2025-06-30 | PONDER MARK G · SEVP, Chief Admin. Officer | Common Stock | J — Other acquisition or disposition | +450 | SEC filing |
| 2025-06-30 | Huffman Bridget · SEVP, Chief Risk Officer | Common Stock | J — Other acquisition or disposition | +243 | SEC filing |
| 2025-06-30 | KEENE S TURNER · SEVP, Chief Financial Officer | Common Stock | J — Other acquisition or disposition | +450 | SEC filing |
| 2025-06-30 | IANNACONE NICOLE M · SEVP, Chief Legal Officer | Common Stock | J — Other acquisition or disposition | +450 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.