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OVLY · Oak Valley Bancorp
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OVLY Oak Valley Bancorp (OVLY) Insider Trading, Ownership & Congress Trades

Banks · State commercial banks · CIK 0001431567
Quote by TradingView
Cluster · 4 insidersForm 144 · 3
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
53
13F, latest reported quarter

What the filings say about OVLY

Insiders, 180 days
+$65.8K net bought
4 buyers · 1 seller · 50% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$150.3K
3 notices

Oak Valley Bancorp insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Oak Valley Bancorp insiders bought a net $65.8K of stock across 254 Form 4 purchases and sales, with 4 insiders buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Barton Don
Director
SELL
2026-10-26 SEC
375
$12.8K
n/a
Context
  • 104 earlier Form 4 trades (code P or S) here by this insider (4 buys, 100 sales), the last on Sep 28, 2026.
  • -15.4% median (-9.8% mean) 90-day return after 3 previous buys.
  • The trade is 1.3% of the 28,850 shares held after it.
  • No other insider sold within 30 days.
  • 53 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Barton Don sold about $12.8K of OVLY under a 10b5-1 plan on Oct 26, 2026; 53 funds added in the latest 13F quarter.
Barton Don
Director
SELL
2026-09-28 SEC
375
$12.8K
+0.4%
Context
  • 103 earlier Form 4 trades (code P or S) here by this insider (4 buys, 99 sales), the last on Aug 26, 2026.
  • -15.4% median (-9.8% mean) 90-day return after 3 previous buys.
  • The trade is 1.3% of the 29,225 shares held after it.
  • No other insider sold within 30 days.
  • 53 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Barton Don sold about $12.8K of OVLY under a 10b5-1 plan on Sep 28, 2026; 53 funds added in the latest 13F quarter.
Leonard Daniel J
Director
BUY
2026-09-29 SECtraded 2026-09-28
125
$4.3K
+1.1%
Context
  • 21 earlier Form 4 trades (code P or S) here by this insider (21 buys), the last on Aug 28, 2026.
  • +5.5% median (+4.3% mean) 90-day return after 18 previous buys.
  • The trade is 0.2% of the 62,787 shares held after it.
  • No other insider bought within 30 days.
  • 53 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Leonard Daniel J bought about $4.3K of OVLY under a 10b5-1 plan on Sep 28, 2026; 53 funds added in the latest 13F quarter.
Leonard Daniel J
Director
BUY
2026-08-31 SECtraded 2026-08-28
125
$4.3K
+0.6%
Context
  • 20 earlier Form 4 trades (code P or S) here by this insider (20 buys), the last on Aug 19, 2026.
  • +5.5% median (+4.3% mean) 90-day return after 18 previous buys.
  • The trade is 0.2% of the 62,662 shares held after it.
  • 2 other insiders bought within 30 days.
  • 53 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Leonard Daniel J bought about $4.3K of OVLY under a 10b5-1 plan on Aug 28, 2026; 2 other insiders bought within 30 days and 53 funds added in the latest 13F quarter.
Barton Don
Director
SELL
2026-08-28 SECtraded 2026-08-26
375
$12.8K
+1.3%
Context
  • 102 earlier Form 4 trades (code P or S) here by this insider (4 buys, 98 sales), the last on Jul 27, 2026.
  • -15.4% median (-9.8% mean) 90-day return after 3 previous buys.
  • The trade is 1.3% of the 29,600 shares held after it.
  • No other insider sold within 30 days.
  • 53 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Barton Don sold about $12.8K of OVLY under a 10b5-1 plan on Aug 26, 2026, the largest insider sale at the company since 2023; 53 funds added in the latest 13F quarter.
254 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 249 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net +$65.8K over 180 days
+$22.8K over 90 days
more than 81% of Banks
Congress
no House purchase disclosed in the last 12 months
Funds
53 funds bought in last quarter
below 78% of Banks
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
no share repurchases reported
Short interest
1.1% of the float short (float per yahoo 2026-10-26) · 4.2 days to cover · settled 2026-09-30
below 72% of Banks
The situation: each line is one rule over one dataset
4 insiders bought a net $65.8K, but 3 Form 144 notices ($150.3K) are queued to sell.
What changed in the last 30 days
Oct 26Director Barton Don sold $12.8K under a 10b5-1 plan (Oct 26)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 26Director Barton Don filed to sell $12.8K by Oct 26 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Sep 29Director Leonard Daniel J bought $4.3K under a 10b5-1 plan (Sep 28)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.

Watch OVLY

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+26.3%12M
-2%+9%+19%+29%2025-102025-122026-022026-042026-062026-082026-10 2026-07-27 · Strong Gary bought $65.0K2026-08-26 · LAFFERTY ALLISON bought $30.9K2025-10-28 · Strong Gary bought $27.5K2026-08-26 · Barton Don sold $12.8K2026-09-28 · Barton Don sold $12.8K2026-10-26 · Barton Don sold $12.8K2026-05-26 · Barton Don sold $12.7K2026-06-26 · Barton Don sold $12.5K2026-04-29 · Leonard Daniel J bought $12.4K2026-07-27 · Barton Don sold $12.3K2025-12-12 · Barton Don sold $11.4K2026-01-12 · Barton Don sold $11.3K2025-11-12 · Barton Don sold $10.8K2026-02-27 · LAFFERTY ALLISON bought $10.5K2026-02-13 · WITHROW TERRANCE P bought $10.0K2026-05-12 · HOLDER H RANDOLPH JR bought $6.5K2026-02-27 · LAFFERTY ALLISON bought $6.0K2026-05-05 · LAFFERTY ALLISON bought $6.0K2026-02-13 · Haidlen Erich A bought $5.9K2026-08-26 · LAFFERTY ALLISON bought $5.9K2025-11-25 · LAFFERTY ALLISON bought $5.8K2026-08-19 · Leonard Daniel J bought $4.3K2026-08-28 · Leonard Daniel J bought $4.3K2026-09-28 · Leonard Daniel J bought $4.3K2026-08-17 · HOLDER H RANDOLPH JR bought $3.9K2026-08-26 · LAFFERTY ALLISON bought $3.6K2025-11-25 · LAFFERTY ALLISON bought $3.0K2026-05-28 · LAFFERTY ALLISON bought $2.9K2025-11-25 · LAFFERTY ALLISON bought $2.8K2026-02-13 · Haidlen Erich A bought $2.4K2026-08-26 · LAFFERTY ALLISON bought $2.3K2025-11-25 · LAFFERTY ALLISON bought $2.1K2026-08-26 · LAFFERTY ALLISON bought $1.7K2025-11-25 · LAFFERTY ALLISON bought $1702025-11-25 · LAFFERTY ALLISON bought $282026-10-26 · Barton Don filed to sell $12.8K2026-09-28 · Barton Don filed to sell $12.8K2026-08-26 · Barton Don filed to sell $124.8K2026-07-27 · Barton Don filed to sell $12.3K2026-06-26 · Barton Don filed to sell $12.5K
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns OVLY: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
511,151 sh
$17.2M
VANGUARD CAPITAL MANAGEMENT LLC
296,205 sh
$10.0M
Siena Capital Partners GP, LLC
263,847 sh
$8.9M
DIMENSIONAL FUND ADVISORS LP
189,026 sh
$6.4M
GEODE CAPITAL MANAGEMENT, LLC
176,153 sh
$5.9M

Congress trades in OVLY

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

OVLY planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Barton Don
Filed 2026-10-26
$12.8K
Barton Don
Filed 2026-09-28
$12.8K
Barton Don
Filed 2026-08-26
$124.8K
Barton Don
Filed 2026-07-27
$12.3K
Barton Don
Filed 2026-06-26
$12.5K

OVLY mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Ultra-Small Company Fund
$1.2M position · as of 2026-06-30
1.2%
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF
$361.6K position · as of 2026-06-30
0.1%
First Trust NASDAQ ABA Community Bank Index Fund
$100.1K position · as of 2026-06-30
0.1%
Harbor AlphaEdge Small Cap Earners ETF
$10.4K position · as of 2026-07-31
0.1%
iShares Micro-Cap ETF
$845.5K position · as of 2026-06-30
0.1%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
$350.1K position · as of 2026-05-31
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Courtney
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$908.3K
$996.2K
$618.0K
+34%
n/a
2024
$980.6K
$975.5K
$681.5K
+33%
n/a
2023
$1.1M
$1.1M
$711.0K
+40%
n/a
2022
$828.9K
$890.0K
$548.4K
+32%
n/a
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
4 insiders reported buying shares.
The record shows a net $65.8K bought by insiders over 180 days, 53 funds added last quarter, $150.3K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
UMBFBWFGPBPEBOFMBMGABCNEWTPCBDCOMISBAWSBFJMSB

OVLY financials

Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Free cash flow, TTM
$24.5M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
no debt line filed
Cash flow to debt
n/a
no debt line filed
Return on equity
+15.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+1.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
12.07x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
n/a
no debt line filed
FCF yield
+8.6%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
n/a
trailing EPS growth -3%, PEG needs growth
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Net income$30.8M$24.9M$23.9M$22.9M
EPS (diluted)2.883.023.752.79
Operating cash flow$28.7M$25.6M$33.1M$22.8M
Cash$232.2M$168.8M$216.6M$429.6M
Dividends paid$5.0M$3.7M$2.6M$2.5M
SEC XBRL, fiscal years, as known on 2026-10-28

OVLY Stock Sonar score 4/7 axes

Find similar shapesCompare

OVLY ranks highest on profitability (88th percentile) and insider conviction (84th), and lowest on institutional and government (22nd), among Banks peers.

Profitability
88
Inputs
  • Return on equity+15.1% · 89 pct, sector of 327
  • Return on assets+1.5% · 86 pct, sector of 334
  • Return on invested capitalfewer than four consecutive quarters of operating income
  • Return on capital employedfewer than four consecutive quarters of operating income
Insider conviction
84
Inputs
  • Net Form 4 buying (codes P and S), 180d$91K · 82 pct, sector of 274
  • Insider buyers, 180d4 · 86 pct, sector of 274
Institutional and government
22
Inputs
  • Funds adding, latest quarter53 · 22 pct, sector of 257
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
73
Inputs
  • Short interest, % of float+1.1% · 73 pct, sector of 378
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
3 not measured: Financial health, Growth, US patents
  • Financial health needs 1 of 2 inputs, 0 present: no debt line filed
  • Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

4 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

OVLY filings, in plain words

Are Oak Valley Bancorp insiders buying or selling OVLY?

In the 180 days to 2026-10-28, Oak Valley Bancorp insiders were net buyers, a net $65.8K: $141.5K of purchases and $75.7K of sales reported on Form 4, by 4 buyers and 1 seller.

Are there planned insider sales of OVLY?

Yes. 3 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $150.3K of stock; the latest, by Barton Don, was filed 2026-10-26.

Read the full summary

In the 180 days to 2026-10-28, Oak Valley Bancorp insiders were net buyers of OVLY, a net $65.8K across purchases and sales reported on Form 4 by 4 buyers and 1 seller. 3 different insiders reported purchases within the last 90 days, a cluster buy, which is rarer than a single purchase. 50% of the 6 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 3 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $150.3K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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