Business description: Exchange Bank (Santa Rosa, CA)

Exchange Bank (the Bank) is a full-service community bank. The Bank provides a range of personal, commercial and trust and investment management services with over 17 retail branches in Sonoma County, a retail branch in Roseville and Trust & Investment Management offices in Santa Rosa, Roseville, Marin County and Silicon Valley. The Bank's personal banking products and services include checking, savings, personal loans, home loans and credit cards. The Bank's business banking products and services include checking, savings, loans, credit cards and merchant services. Its services include trust administration, investment management, retirement plans, and estate settlement. Its subsidiaries include A. J. Ventures, Inc. and AJV-Alderbrook LLC.

Sales by Activity: Exchange Bank (Santa Rosa, CA)

Fiscal Period: December 2020 (USD) 2021 (USD) 2022 (USD) 2024 (USD) 2025 (USD)

Banking Services

116M 115M 124M 110M 117M

Geographical breakdown of sales: Exchange Bank (Santa Rosa, CA)

Fiscal Period: December 2020 (USD) 2021 (USD) 2022 (USD) 2024 (USD) 2025 (USD)

United States

116M 115M 124M 110M 117M

Executive Committee: Exchange Bank (Santa Rosa, CA)

Manager TitleAgeSince
Chief Executive Officer - 2020-12-31
Director of Finance/CFO - 2023-06-20
Chief Tech/Sci/R&D Officer - 2021-05-06
Chief Investment Officer - 2017-01-31
Chief Administrative Officer - 2022-02-09

Composition of the Board of Directors: Exchange Bank (Santa Rosa, CA)

Director TitleAgeSince
Chairman - -
Director/Board Member - 2013-12-31
Director/Board Member - 1996-12-31
Director/Board Member - 2013-12-31
Director/Board Member - 1996-12-31
Director/Board Member - 2013-12-31
Director/Board Member 73 2018-05-31
Director/Board Member - 2020-12-31
Director/Board Member 64 2020-06-30
Director/Board Member - 2021-09-30

Shareholders: Exchange Bank (Santa Rosa, CA)

NameStocks%Valuation
Cutler Capital Management LLC
4.372 %
74,934 4.372 % 12 M $
Siena Capital Partners GP LLC
4.078 %
69,895 4.078 % 12 M $

Holdings: Exchange Bank (Santa Rosa, CA)

NameStocks%Valuation
28,1980% 9 M $
26,8000% 7 M $
7,4720% 6 M $
42,8380.01% 5 M $
9,6630% 4 M $
22,0890% 4 M $
10,8580% 4 M $
24,2350% 4 M $
37,0180% 4 M $
9,9380% 4 M $

Company details: Exchange Bank (Santa Rosa, CA)

Exchange Bank (Santa Rosa, California)

545-4th Street

95401-6323, Santa Rosa

+707 524 3301

http://www.exchangebank.com
address Exchange Bank (Santa Rosa, CA)(EXSR)

Other Banks

Change 5-day change 1-year change 3-year change Capi.($)
+0.01%-3.10%+18.68%+140.18% 935B
-0.27%-4.34%+24.68%+116.91% 431B
0.00%+4.33%+25.42%+119.85% 394B
+1.05%-0.62%+56.97%+161.52% 355B
+0.49%+5.78%+19.29%+127.71% 317B
-0.34%-6.10%+48.11%+135.88% 285B
+1.19%+4.86%+24.27%+110.92% 273B
+0.17%-5.61%+5.99%+102.02% 254B
+1.27%-4.83%+53.12%+210.86% 248B
Average +0.40%-0.92%+30.73%+136.21% 388.02B
Weighted average by Cap. +0.29%-1.18%+28.50%+135.66%
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