BHB at a glance
BAR HARBOR BANKSHARES (BHB, SEC CIK 743367) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 21, 2026 and Form 4 insider filings as recently as September 22, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), BAR HARBOR BANKSHARES (BHB) reported revenue of $209.5 million (up 11.0% from FY2024) and net income of $36.9 million. Diluted EPS was $2.31.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding BAR HARBOR BANKSHARES (BHB) shares worth $214.6 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $209.5M
- +11.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 27 funds
- $214.6M · +0 vs prior quarter
- Latest 8-K
- Sep 21, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- MD&A excerpt incomplete, covering only forward-looking statement disclosures
Risk Factors
- No Risk Factors section provided in the submitted text
- Share-repurchase authorization: up to 5% of outstanding shares, approximately 837,000 shares
- No shares repurchased during the first six months of 2026
- No defaults upon senior securities reported
AI summary of the BHB 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Investor presentation furnished for meetings on September 22–23, 2026
- Exhibit 99.1 contains management’s investor-facing strategy and outlook materials
Item EX-99.1: Item EX-99.1
- Q2 2026 profitability remained strong: ROAA 1.31%, core ROAA 1.33%, and core ROATCE 16.31%
- Net interest margin 3.61% and efficiency ratio 55.8%, supporting operating earnings of $15.4M
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Chief Lending Officer John M. Mercier announced retirement effective December 31, 2026
- Mercier remains Executive Vice President and Chief Lending Officer through the Retirement Date
Item 7.01: Regulation FD Disclosure
- Investor presentation furnished ahead of July 28, 2026 investor meetings
- Presentation availability creates potential updates on strategy, outlook, and operating priorities
Item EX-99.1: Item EX-99.1
- Q2 2026 profitability strengthened: net income $15.2M, core ROAA 1.33%, core ROAE 11.30%, and NIM 3.61%
- Core EPS reached $0.92 versus $0.88 in Q1 2026, supporting earnings momentum and dividend capacity
AI summaries of BHB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BHB
Don't miss the next BHB filing
- Alerts as it files. A push when BHB files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut BHB, by share count.
- Ask anything. An AI agent that reads every BHB filing and answers with sources.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Simard Curtis C | A | Sep 18, 2026 | 724.652 | $40.08 |
| Williams John Mogan | A | Sep 18, 2026 | 2.761 | $40.14 |
| Williams John Mogan | A | Sep 18, 2026 | 71.315 | $40.08 |
| Scully Joseph Patrick | A | Sep 18, 2026 | 99.962 | $40.08 |
| Shaw Brian D | A | Sep 18, 2026 | 35.833 | $40.08 |
| Colter David M | A | Sep 18, 2026 | 17.833 | $40.34 |
| Jones Heather D | A | Sep 18, 2026 | 21.771 | $40.08 |
| Caras Matthew L | A | Sep 18, 2026 | 114.509 | $40.08 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $174.2M | $188.7M | $209.5M |
| Net Income | $44.9M | $43.5M | $36.9M |
| Net Margin | 25.8% | 23.1% | 17.6% |
| Balance Sheet | |||
| Total Assets | $4.0B | $4.1B | $4.7B |
| Equity | $432.1M | $458.4M | $532.5M |
| ROE | 10.4% | 9.5% | 6.9% |
| Per Share | |||
| EPS | - | $2.84 | $2.31 |
| Cash Flow | |||
| Operating CF | $47.4M | $52.4M | $48.3M |
| CapEx | $6.5M | $7.4M | $4.8M |
Source: XBRL data in BAR HARBOR BANKSHARES (BHB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BHB share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $214.6M |
| Q1 2026 | 27 | $160.7M |
| Q4 2025 | 25 | $171.5M |
| Q3 2025 | 26 | $167.1M |
| Q2 2025 | 27 | $160.5M |
| Q1 2025 | 24 | $116.8M |
| Q4 2024 | 18 | $116.0M |
| Q3 2024 | 15 | $52.7M |
- BlackRock+224.6K (+16%)
- State Street Corp+198.4K (+54%)
- Goldman Sachs Group+134.9K (+127%)
- AQR Capital Management+110.3K (+409%)
- Dimensional Fund Advisors+41.8K (+5%)
- Millennium Management−51.0K (-42%)
- Vanguard Capital Management LLC−14.9K (-2%)
- Northern Trust−12.6K (-8%)
- Franklin Resources−8.4K (-23%)
- JPMorgan Chase & Co−4.1K (-9%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 189 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BHB filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 8-K | Sep 21, 2026 | - | Analysis | - |
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 8-K | Jul 21, 2026 | - | Analysis | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 8-K | May 7, 2026 | - | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
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BHB SEC filings: frequently asked questions
Which institutions hold BHB stock?
As of June 30, 2026, the largest BAR HARBOR BANKSHARES (BHB) holders among the 13F filers tracked by SignalX were BlackRock ($61.1 million), Dimensional Fund Advisors ($35.3 million), Vanguard Capital Management LLC ($27.2 million), State Street Corp ($21.5 million), Two Sigma Investments ($9.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BHB's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), BAR HARBOR BANKSHARES (BHB) reported revenue of $209.5 million (up 11.0% from FY2024) and net income of $36.9 million. Diluted EPS was $2.31. The figures come from the XBRL data in the 10-K.
What did BHB report in its latest 8-K?
BAR HARBOR BANKSHARES (BHB) filed an 8-K on September 21, 2026 reporting Item 7.01 (Regulation FD Disclosure). Investor presentation furnished for meetings on September 22–23, 2026.
What are the latest BHB SEC filings?
BAR HARBOR BANKSHARES (BHB) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 21, 2026 and a Form 4 insider filing on September 22, 2026.
What is BHB's SEC CIK number?
BAR HARBOR BANKSHARES (BHB)'s SEC Central Index Key (CIK) is 743367. EDGAR lists every BHB filing under that number.
Ask anything about BHB
The research agent reads BHB's filings, financials, insider trades and 13F holders, then answers with sources.