v3.25.3
Loans and Allowance for Credit Losses (Notes)
9 Months Ended
Sep. 30, 2025
Loans and Allowance for Credit Losses [Abstract]  
Loans and Allowance for Loan Losses [Text Block] Loans and Allowance for Credit Losses
Loans consisted of the following segments as of September 30, 2025 and December 31, 2024.
 September 30, 2025December 31, 2024
Commercial$511,316 $514,232 
Real estate:
Construction, land and land development448,660 508,147 
1-4 family residential first mortgages87,784 87,858 
Home equity27,083 19,294 
Commercial1,912,235 1,861,195 
Consumer and other24,697 17,287 
 3,011,775 3,008,013 
Net unamortized fees and costs(2,887)(3,153)
 $3,008,888 $3,004,860 

Real estate loans of approximately $1,490,000 and $1,470,000 were pledged as security for FHLB advances as of September 30, 2025 and December 31, 2024, respectively.

Loans are stated at the principal amounts outstanding, net of unamortized loan fees and costs, with interest income recognized on the interest method based upon the terms of the loan. Loan origination fees, net of certain direct origination costs, are deferred and recognized as an adjustment of the related loan yield using the interest method. Loans are reported by the portfolio segments identified above and are analyzed by management on this basis. All loan policies identified below apply to all segments of the loan portfolio.

Allowance for Credit Losses for Loans

The following tables detail the changes in the allowance for credit losses (ACL) by loan segment for the three and nine months ended September 30, 2025 and 2024.

Three Months Ended September 30, 2025
Real Estate
CommercialConstruction and Land1-4 Family ResidentialHome EquityCommercialConsumer and OtherTotal
Beginning balance$5,644 $4,098 $623 $241 $19,653 $280 $30,539 
Charge-offs  (27)(8)  (35)
Recoveries7 3  1   11 
Provision for credit loss expense(1)
 (158)62 40 30 26  
Ending balance$5,651 $3,943 $658 $274 $19,683 $306 $30,515 
Nine Months Ended September 30, 2025
Real Estate
CommercialConstruction and Land1-4 Family ResidentialHome EquityCommercialConsumer and OtherTotal
Beginning balance$5,489 $4,354 $650 $200 $19,544 $195 $30,432 
Charge-offs  (27)(8)  (35)
Recoveries21 10 73 14   118 
Provision for credit loss expense(1)
141 (421)(38)68 139 111  
Ending balance$5,651 $3,943 $658 $274 $19,683 $306 $30,515 
Three Months Ended September 30, 2024
Real Estate
CommercialConstruction and Land1-4 Family ResidentialHome EquityCommercialConsumer and OtherTotal
Beginning balance$5,106 $4,228 $643 $148 $18,143 $154 $28,422 
Charge-offs(16)— — — — — (16)
Recoveries— — 13 
Provision for credit loss expense(1)
183 66 25 723 1,000 
Ending balance$5,281 $4,297 $646 $174 $18,866 $155 $29,419 
Nine Months Ended September 30, 2024
Real Estate
CommercialConstruction and Land1-4 Family ResidentialHome EquityCommercialConsumer and OtherTotal
Beginning balance$5,291 $3,668 $704 $142 $18,420 $117 $28,342 
Charge-offs(20)— — — — — (20)
Recoveries43 10 41 — — 97 
Provision for credit loss expense(1)
(33)619 (99)29 446 38 1,000 
Ending balance$5,281 $4,297 $646 $174 $18,866 $155 $29,419 
(1)The negative provisions for the various segments are related to the decline in outstanding balances in each of those portfolio segments during the time periods disclosed, improvement in qualitative risk factors related to those portfolio segments and/or changes in economic forecasts.

The following tables present a breakdown of the ACL by segment, disaggregated based on the evaluation method as of September 30, 2025 and December 31, 2024.


September 30, 2025
Real Estate
CommercialConstruction and Land1-4 Family ResidentialHome EquityCommercialConsumer and OtherTotal
Ending balance:
Individually evaluated for credit losses$ $ $ $ $ $ $ 
Collectively evaluated for credit losses5,651 3,943 658 274 19,683 306 30,515 
Total$5,651 $3,943 $658 $274 $19,683 $306 $30,515 
December 31, 2024
Real Estate
CommercialConstruction and Land1-4 Family ResidentialHome EquityCommercialConsumer and OtherTotal
Ending balance:
Individually evaluated for credit losses$— $— $— $— $— $— $— 
Collectively evaluated for credit losses5,489 4,354 650 200 19,544 195 30,432 
Total$5,489 $4,354 $650 $200 $19,544 $195 $30,432 
The following tables present the recorded investment in loans, exclusive of unamortized fees and costs, disaggregated based on the evaluation method by segment as of September 30, 2025 and December 31, 2024.


September 30, 2025
Real Estate
CommercialConstruction and Land1-4 Family ResidentialHome EquityCommercialConsumer and OtherTotal
Ending balance:
Individually evaluated for credit losses$ $ $ $ $ $ $ 
Collectively evaluated for credit losses511,316 448,660 87,784 27,083 1,912,235 24,697 3,011,775 
Total$511,316 $448,660 $87,784 $27,083 $1,912,235 $24,697 $3,011,775 
December 31, 2024
Real Estate
CommercialConstruction and Land1-4 Family ResidentialHome EquityCommercialConsumer and OtherTotal
Ending balance:
Individually evaluated for credit losses$— $— $133 $— $— $— $133 
Collectively evaluated for credit losses514,232 508,147 87,725 19,294 1,861,195 17,287 3,007,880 
Total$514,232 $508,147 $87,858 $19,294 $1,861,195 $17,287 $3,008,013 


The ACL is a valuation account estimated at each balance sheet date and deducted from the amortized cost basis of loans to present the net amount expected to be collected. The Company estimates the ACL based on the underlying loans' amortized cost basis, which is the amount at which the loan is originated or acquired, adjusted for collection of cash and charge-offs, as well as applicable accretion or amortization of premiums, discounts, and net deferred fees or costs. The Company's estimate of the ACL reflects losses expected over the remaining contractual life of the assets. The contractual term does not consider extensions, renewals or modifications unless the Company has identified an expected restructuring. In the event that collection of principal becomes uncertain, the Company has policies in place to reverse accrued interest in a timely manner. Therefore, the Company has made a policy election to exclude accrued interest from the measurement of the ACL.

Accrued interest on loans of $10,330 and $9,835 at September 30, 2025 and December 31, 2024, respectively, was included in the "Accrued interest receivable" line of the Consolidated Balance Sheets and was excluded from the measurement of credit losses.

Expected credit losses are reflected in the ACL through a charge to credit loss expense. When the Company deems all or a portion of a loan to be uncollectible, the appropriate amount is written off and the ACL is reduced by the same amount. The Company applies judgment to determine when a loan is deemed uncollectible; however, generally speaking, a loan will be considered uncollectible no later than when all efforts at collection have been exhausted. Subsequent recoveries, if any, are credited to the ACL when received.

The Company measures expected credit losses of loans on a collective (pool) basis when the loans share similar risk characteristics and uses a cash flow based method to estimate expected credit losses for each of these pools. The Company's methodology for estimating the ACL considers available relevant information about the collectability of cash flows, including information about past events, current conditions, and reasonable and supportable forecasts. The methodologies apply historical loss information, adjusted for asset-specific characteristics, economic conditions at the measurement date, and forecasts about future economic conditions expected to exist through the contractual lives of the financial assets that are reasonable and supportable, to the identified pools of financial assets with similar risk characteristics for which the historical experience was observed.
The Company uses the cash flow based model to estimate expected credit losses for all loan segments. For each of the loan segments, the Company calculates a cash flow projection using contractual terms, estimated prepayment speeds, estimated curtailment rates, and other relevant data. The Company uses regression analysis that links historical losses of the Company and its peer group to two economic metrics: national unemployment rate and 10-year treasury rate over 2-year treasury rate spread to establish the loss rates applied to the projected cash flows. For all loan segments, the Company uses a forecast period of four quarters and reverts to a historical rate after four quarters. When estimating prepayment speed and curtailment rates, the modeling is based on historical internal data.

Nonaccrual Loans and Delinquency Status

Delinquencies are determined based on the payment terms of the individual loan agreements. The accrual of interest on past due and other individually evaluated loans is generally discontinued at 90 days past due or when, in the opinion of management, the borrower may be unable to make all payments pursuant to contractual terms. Unless considered collectible, all interest accrued but not collected for loans that are placed on nonaccrual or charged off is reversed against interest income. Generally, all payments received while a loan is on nonaccrual status are applied to the principal balance of the loan. Loans are returned to accrual status when all principal and interest amounts contractually due are brought current and future payments are reasonably assured. 

The following table presents the amortized cost basis of loans on nonaccrual status, loans on nonaccrual status with no ACL recorded, and loans past due 90 days or more and still accruing by loan segment as of the dates indicated.

Total NonaccrualNonaccrual with no Allowance for Credit Losses90 Days or More Past Due and Accruing
September 30, 2025December 31, 2024September 30, 2025December 31, 2024September 30, 2025December 31, 2024
Commercial$ $— $ $— $ $— 
Real estate:
Construction, land and land
development —  —  — 
1-4 family residential first
mortgages 133  133  — 
Home equity —  —  — 
Commercial —  —  — 
Consumer and other —  —  — 
Total$ $133 $ $133 $ $— 

There was $18 and $91 of interest income recognized on loans that were on nonaccrual for the nine months ended September 30, 2025 and September 30, 2024, respectively.
The following tables provide an analysis of the delinquency status of the amortized cost of loans as of September 30, 2025 and December 31, 2024.

September 30, 2025
30-59
Days Past
Due
60-89
Days Past
Due
90 Days
or More
Past Due
Total
Past Due
CurrentTotal Loans
Commercial$ $ $ $ $511,316 $511,316 
Real estate:
Construction, land and
land development    448,660 448,660 
1-4 family residential
first mortgages    87,784 87,784 
Home equity    27,083 27,083 
Commercial    1,912,235 1,912,235 
Consumer and other    24,697 24,697 
Total$ $ $ $ $3,011,775 $3,011,775 

December 31, 2024
30-59
Days Past
Due
60-89
Days Past
Due
90 Days
or More
Past Due
Total
Past Due
CurrentTotal
Loans
Commercial$— $— $— $— $514,232 $514,232 
Real estate:
Construction, land and
land development— — — — 508,147 508,147 
1-4 family residential
first mortgages— — — — 87,858 87,858 
Home equity— — — — 19,294 19,294 
Commercial— — — — 1,861,195 1,861,195 
Consumer and other— — — — 17,287 17,287 
Total$— $— $— $— $3,008,013 $3,008,013 
Loan Restructurings Made to Borrowers Experiencing Financial Difficulty

As of September 30, 2025 and December 31, 2024, the Company had no loan restructurings made to borrowers experiencing financial difficulty. There were no loan restructurings made to borrowers experiencing financial difficulty for which there was a payment default within twelve months following the modification during the three and nine months ended September 30, 2025 and 2024. A loan is considered to be in payment default once it is 30 days contractually past due under the modified terms.

Credit Quality Indicators

Based upon its ongoing assessment of credit quality within the loan portfolio, the Company maintains a Watch List, which includes loans classified as Doubtful, Substandard and Watch according to the Company's classification criteria. These loans involve the anticipated potential for payment defaults or collateral inadequacies. A loan on the Watch List is analyzed individually to categorize the loan to the appropriate credit risk category.

All loans are subject to the assessment of a credit quality indicator. Risk ratings are assigned for each loan at the time of approval, and they change as circumstances dictate during the term of the loan. The Company utilizes a 9-point risk rating scale as shown below, with ratings 1 - 5 included in the Pass column, rating 6 included in the Watch column, ratings 7 - 8 included in the Substandard column and rating 9 included in the Doubtful column.

Risk rating 1: The loan is secured by cash equivalent collateral.

Risk rating 2: The loan is secured by properly margined marketable securities, bonds or cash surrender value of life insurance.

Risk rating 3: The borrower is in strong financial condition and has strong debt service capacity. The loan is performing as agreed, and the financial characteristics and trends of the borrower exceed industry statistics.

Risk rating 4: The borrower's financial condition is satisfactory and stable. The borrower has satisfactory debt service capacity, and the loan is well secured. The loan is performing as agreed, and the financial characteristics and trends fall in line with industry statistics.

Risk rating 5: The borrower's financial condition is less than satisfactory. The loan is still generally paying as agreed, but strained cash flows may cause some slowness in payments. The collateral values adequately preclude loss on the loan. Financial characteristics and trends lag industry statistics. There may be noncompliance with loan covenants.

Risk rating 6: The borrower's financial condition is deficient. Payment delinquencies may be more common. Collateral values still protect from loss, but margins are narrow. The loan may be reliant on secondary sources of repayment, including liquidation of collateral and guarantor support.

Risk rating 7: The loan is inadequately protected by the current sound worth and paying capacity of the obligor or of the collateral pledged, if any. Well-defined weaknesses exist that jeopardize the liquidation of the debt. The Company is inadequately protected by the valuation or paying capacity of the collateral pledged. If deficiencies are not corrected, there is a distinct possibility that a loss will be sustained.

Risk rating 8: All the characteristics of rating 7 exist with the added condition that the loan is past due more than 90 days or there is reason to believe the Company will not receive its principal and interest according to the terms of the loan agreement.

Risk rating 9: All the weaknesses inherent in risk ratings 7 and 8 exist with the added condition that collection or liquidation, on the basis of currently known facts, conditions and values, is highly questionable and improbable. A loan reaching this category would most likely be charged off.
Credit quality indicators for all loans and the Company's risk rating process are dynamic and updated on a continuous basis. Risk ratings are updated as circumstances that could affect the repayment of an individual loan are brought to management's attention through an established monitoring process. Individual bankers initiate changes as appropriate for ratings 1 through 5, and changes for ratings 6 through 9 are initiated by management. The likelihood of loss increases as the risk rating increases and is generally preceded by a loan appearing on the Watch List, which consists of all loans with a risk rating of 6 or worse. Written action plans with firm target dates for resolution of identified problems are maintained and reviewed on a quarterly basis for all segments of loans included on the Watch List. In addition to the Company's internal credit monitoring practices and procedures, an outsourced independent credit review function is in place to further assess assigned internal risk classifications and monitor compliance with internal lending policies and procedures.

In all portfolio segments, the primary risks are that a borrower's income stream diminishes to the point that the borrower is not able to make scheduled principal and interest payments and any collateral securing the loan declines in value. The risk of declining collateral values is present for most types of loans.

Commercial loans consist primarily of loans to businesses for various purposes, including revolving lines to finance current operations, inventory and accounts receivable, and capital expenditure loans to finance equipment and other fixed assets. These loans generally have short maturities, have either adjustable or fixed interest rates, and are either unsecured or secured by inventory, accounts receivable and/or fixed assets. For commercial loans, the primary source of repayment is from the operation of the business.

Real estate loans include various types of loans for which the Company holds real property as collateral, and consist of loans on commercial properties and single and multifamily residences. Real estate loans are typically structured to mature or reprice every five years with payments based on amortization periods up to 30 years. The majority of construction loans are to contractors and developers for construction of commercial buildings or residential real estate. These loans typically have maturities of up to 24 months. The Company's loan policy includes minimum appraisal and other credit guidelines.

Consumer loans include loans extended to individuals for household, family and other personal expenditures not secured by real estate. The majority of the Company's consumer lending is for vehicles, consolidation of personal debts and household improvements. The repayment source for consumer loans, including 1-4 family residential and home equity loans, is typically wages.
The following tables present the amortized cost basis of loans by loan segment, credit quality indicator and origination year, and the current period gross write-off by loan segment and origination year, based on the analysis performed as of September 30, 2025 and December 31, 2024.


Term Loans by Origination Year
As of September 30, 202520252024202320222021PriorRevolving LoansTotal
Commercial
    Pass$84,220 $69,597 $57,844 $66,681 $28,809 $44,027 $151,715 $502,893 
    Watch2,210 818 1,112 681 48  3,554 8,423 
    Substandard        
  Doubtful        
     Total$86,430 $70,415 $58,956 $67,362 $28,857 $44,027 $155,269 $511,316 
Current period gross writeoffs$ $ $ $ $ $ $ $ 
Real estate:
  Construction, land and land development
Pass$70,510 $84,535 $133,459 $73,346 $3,210 $746 $82,854 $448,660 
Watch        
Substandard        
Doubtful        
Total$70,510 $84,535 $133,459 $73,346 $3,210 $746 $82,854 $448,660 
Current period gross writeoffs$ $ $ $ $ $ $ $ 
  1-4 family residential first mortgages
Pass$25,191 $7,632 $11,544 $16,522 $13,471 $4,695 $25 $79,080 
Watch  8,704     8,704 
Substandard        
Doubtful        
Total$25,191 $7,632 $20,248 $16,522 $13,471 $4,695 $25 $87,784 
Current period gross writeoffs$ $ $ $ $ $27 $ $27 
  Home equity
Pass$744 $292 $2,630 $138 $384 $ $22,895 $27,083 
Watch        
Substandard        
Doubtful        
Total$744 $292 $2,630 $138 $384 $ $22,895 $27,083 
Current period gross writeoffs$ $ $ $ $8 $ $ $8 
  Commercial
Pass$276,270 $221,902 $127,656 $431,910 $409,261 $382,366 $41,326 $1,890,691 
Watch 6,828 1,450 6,036 6,722  508 21,544 
Substandard        
Doubtful        
Total$276,270 $228,730 $129,106 $437,946 $415,983 $382,366 $41,834 $1,912,235 
Current period gross writeoffs$ $ $ $ $ $ $ $ 
Consumer and other
    Pass$554 $13,826 $484 $53 $42 $219 $9,519 $24,697 
    Watch        
    Substandard        
    Doubtful        
          Total$554 $13,826 $484 $53 $42 $219 $9,519 $24,697 
Current period gross writeoffs$ $ $ $ $ $ $ $ 
Term Loans by Origination Year
As of December 31, 202420242023202220212020PriorRevolving LoansTotal
Commercial
    Pass$97,976 $80,842 $77,087 $33,698 $17,460 $41,006 $158,395 $506,464 
    Watch4,223 116 2,747 620 — 62 — 7,768 
    Substandard— — — — — — — — 
  Doubtful— — — — — — — — 
     Total$102,199 $80,958 $79,834 $34,318 $17,460 $41,068 $158,395 $514,232 
Current period gross writeoffs$16 $— $$— $— $— $— $20 
Real estate:
  Construction, land and land development
Pass$168,579 $144,604 $84,281 $27,584 $805 $— $82,294 $508,147 
Watch— — — — — — — — 
Substandard— — — — — — — — 
Doubtful— — — — — — — — 
Total$168,579 $144,604 $84,281 $27,584 $805 $— $82,294 $508,147 
Current period gross writeoffs$— $— $— $— $— $— $— $— 
  1-4 family residential first mortgages
Pass$12,573 $24,889 $17,803 $16,283 $10,251 $3,986 $1,940 $87,725 
Watch— — — — — — — — 
Substandard— 133 — — — — — 133 
Doubtful— — — — — — — — 
Total$12,573 $25,022 $17,803 $16,283 $10,251 $3,986 $1,940 $87,858 
Current period gross writeoffs$— $— $— $— $— $— $— $— 
  Home equity
Pass$425 $2,721 $175 $443 $32 $— $15,498 $19,294 
Watch— — — — — — — — 
Substandard— — — — — — — — 
Doubtful— — — — — — — — 
Total$425 $2,721 $175 $443 $32 $— $15,498 $19,294 
Current period gross writeoffs$— $— $— $— $— $— $— $— 
  Commercial
Pass$228,197 $141,894 $467,411 $431,448 $342,828 $218,440 $30,396 $1,860,614 
Watch— — 332 249 — — — 581 
Substandard— — — — — — — — 
Doubtful— — — — — — — — 
Total$228,197 $141,894 $467,743 $431,697 $342,828 $218,440 $30,396 $1,861,195 
Current period gross writeoffs$— $— $— $— $— $— $— $— 
Consumer and other
    Pass$4,114 $600 $108 $214 $13 $113 $12,125 $17,287 
    Watch— — — — — — — — 
    Substandard— — — — — — — — 
    Doubtful— — — — — — — — 
          Total$4,114 $600 $108 $214 $13 $113 $12,125 $17,287 
Current period gross writeoffs$— $— $— $— $— $— $— $— 
Collateral Dependent Loans

Loans that do not share risk characteristics are evaluated on an individual basis. For collateral dependent loans where the Company has determined that foreclosure of the collateral is probable, or where the borrower is experiencing financial difficulty and the Company expects repayment of the loans to be provided substantially through the operation or sale of the collateral, the ACL is measured based on the difference between the fair value of the collateral and the amortized cost basis of the loan as of the measurement date. When repayment is expected to be from the operation of the collateral, expected credit losses are calculated as the amount by which the amortized cost basis of the loan exceeds the present value of expected cash flows from the operation of collateral. When repayment is expected to be from the sale of the collateral, expected credit losses are calculated as the amount by which the amortized cost basis of the loan exceeds the fair value of the underlying collateral less estimated cost to sell. The ACL may be zero if the fair value of the collateral at the measurement date exceeds the amortized cost basis of the loan.

The following tables present the amortized cost basis of collateral dependent loans, by primary collateral type, which are individually evaluated to determine expected credit losses, and the related ACL allocated to these loans as of September 30, 2025 and December 31, 2024.

As of September 30, 2025
Primary Type of Collateral
Real EstateEquipmentOther TotalACL Allocation
Total$ $ $ $ $ 

As of December 31, 2024
Primary Type of Collateral
Real EstateEquipmentOther TotalACL Allocation
1-4 family residential first mortgages$133 $— $— $133 $— 
Total$133 $— $— $133 $— 


Allowance for Credit Losses on Off-Balance-Sheet Credit Exposures

The Company estimates expected credit losses over the contractual period in which the Company is exposed to credit risk via a contractual obligation to extend credit, unless that obligation is unconditionally cancellable by the Company. The estimate includes consideration of the likelihood that funding will occur and an estimate of expected credit losses on commitments expected to be funded over its estimated life. The Company's allowance for credit losses for unfunded commitments was $1,544 as of September 30, 2025 and December 31, 2024. The allowance for credit losses for off-balance-sheet credit exposures is presented in the "Accrued expenses and other liabilities" line of the Consolidated Balance Sheets. Changes in the allowance for credit losses for off-balance-sheet credit exposures is reflected in the "Credit loss expense" line of the Consolidated Statements of Income. There was no provision for credit losses for off-balance-sheet credit exposures during the three and nine months ended September 30, 2025 and a negative provision of $1,000 during the three and nine months ended September 30, 2024.