ONB · Financials · Bank · FY2025 filings ·
Scored by the financial-sector model
Form 4 reports mix P/S market or private transactions with compensation-plan mechanics. Activity casually described as “insider selling” can include compensation mechanics; awards, tax withholding, and option exercises are shown by their exact filed class here, never collapsed into “Bought” or “Sold.”
These are disclosed filing facts and arithmetic aggregates, not a signal or verdict.
This machine-readable surface covers SEC ownership filings from 2003; it does not represent earlier paper-era records.
Records still being gathered — partial as of retrieval Sep 18, 2026.
Among the rows shown, A/F/M acquisition, payment or withholding, and exercise or conversion rows outnumber S sale rows (2 versus 0). The filing codes alone do not establish that every such row arose from a compensation plan.
Trailing-12-month totals and the 90-day cluster result are withheld because this issuer walk is incomplete.
| Insider | Shares owned after | Date | Filing detail | ||||
|---|---|---|---|---|---|---|---|
| Moran John VCHIEF FINANCIAL OFFICER | Payment of exercise price or tax liability (F)Table I · Disposed · Common Stock | 2,036 | $25.18 | $51,266 | 120,728 | Sep 1, 2026 | 1 filed lot
|
| BURKE TIMOTHY M JRPRESIDENT, CHIEF OPERATING OFC | Payment of exercise price or tax liability (F)Table I · Disposed · Common Stock | 2,335 | $26.64 | $62,204 | 54,084 | Aug 1, 2026 | 1 filed lot
|
Source-event as of . Retrieved .
Flagship explainer
Start with net interest income, then follow the filed path to net income.
| Filed line | Value | % of net interest income | Source |
|---|---|---|---|
| $2.1B | 100% |
| |
| Income before tax | $841M | 41% |
|
| Income tax | $172M | 8% |
|
| $669M | 33% |
|
Flagship explainer
Old National Bancorp's filing tags don't support a full breakdown — here's what is filed:
| Filed line | Value | % of assets | Source |
|---|---|---|---|
| Total assets | $72.2B | 100% |
|
| Cash and equivalents | $1.8B | 3% |
|
| Goodwill | $2.4B | 3% |
|
| Operating lease right-of-use assets | $209M | 0% |
|
| Total liabilities | $63.7B | 88% |
|
| Stockholders’ equity | $8.5B | 12% |
|
Flagship explainer
One or more filed inputs needed for the five-factor decomposition are unavailable.
| Input | Value | Fiscal year | Source |
|---|---|---|---|
| Net income | $669M | FY2025 |
|
| Income before tax | $841M | FY2025 |
|
| Operating income | Unavailable | FY2025 |
|
| Revenue | Unavailable | FY2025 |
|
| Ending assets | $72.2B | FY2025 |
|
| Beginning assets | $53.6B | FY2024 |
|
| Ending equity | $8.5B | FY2025 |
|
| Beginning equity | $6.3B | FY2024 |
|
Flagship explainer
Old National Bancorp’s filing does not supply enough provenance-matched cash-flow lines for a truthful flow chart — here’s what is filed:
| Filed line | Value | % of cash from operations | Source |
|---|---|---|---|
| Cash from operations | $681M | 100% |
|
| Depreciation and amortization | $124M | 18% |
|
| Share-based compensation | $38.2M | 6% |
|
| Cash from investing | −$1.8B | −269% |
|
| Cash from financing | $1.8B | 257% |
|
| Net change in cash | $598M | 88% |
|
Curated 19-manager tier
Delayed public 13F reports for 2026-Q2—not live positions, trades, or recommendations.
2 holding0 exited16 not holding18/19 resolved1 not retrieved
| Manager | Reported position | Quarter-over-quarter | Filing accession |
|---|---|---|---|
| First Eagle | 1,973,996 shares$51.1M · 0% of eligible reported 13F | Added to position · +1,277,212 shares (183%) |
|
| Mairs & Power | 389,291 shares$10.1M · 0% of eligible reported 13F | Trimmed · -43,900 shares (−10%) |
|
| Abrams Capital | No position reported | No position reported |
|
| Akre Capital | No position reported | No position reported |
|
| Baupost Group | No position reported | No position reported |
|
| Berkshire Hathaway | No position reported | No position reported |
|
| Brave Warrior Advisors | No position reported | No position reported |
|
| Dodge & Cox | No position reported | No position reported |
|
| Fundsmith | No position reported | No position reported |
|
| Gardner Russo & Quinn | No position reported | No position reported |
|
| Gates Foundation Trust | No position reported | No position reported |
|
| Markel / Markel-Gayner | No position reported | No position reported |
|
| Oakmark / Harris Associates | No position reported | No position reported |
|
| Polen Capital | No position reported | No position reported |
|
| Sequoia / Ruane Cunniff | No position reported | No position reported |
|
| Southeastern Asset Management | No position reported | No position reported |
|
| Tweedy, Browne | No position reported | No position reported |
|
| Yacktman Asset Management | No position reported | No position reported |
|
| Pershing Square | Not retrieved | Comparison not retrieved | Filing not retrieved |
Position size uses shares and filed value from each manager’s 13F. Portfolio weight uses the eligible long-share filing denominator. Changes compare only with the immediately preceding calendar quarter.
Flagship explainer
Records still being gathered — partial as of retrieval Sep 18, 2026.
Partial coverage: the incomplete Form 4 walk cannot establish no activity, an activity date, or zero counts.
Median ROE 9.0% on average equity, above the 10% hurdle in 22% of 9 years.
Q3 scored 2 evidenced ratios equally; reserve score is unadjusted for Q4 and capped at 70.
Profitable in 100% of 10 years, ROE steady.
Net interest income is 2.98% of average assets, very steady over 9 years through FY2025.
Not scored for this company
Scored 4 of 5 applicable components (bank model); weights renormalized over the scored set.
The 15-year revenue, margin, and ROIC series is built for the operating model’s lens and isn’t published for banks and insurers — a balance-sheet business is read through the components above, not through operating-company margins.
| Reading | ||
|---|---|---|
| Aug 3, 2026 | 65 | |
| Jul 26, 2026 | 65 | |
| Jul 26, 2026 | 65 | |
Append-only — readings are added, never rewritten. Only readings on the same methodology version (moat-index-financials@1.0.0) are comparable; a change across versions is a scoring change, not a company event.