v3.26.1
DERIVATIVE INSTRUMENTS AND HEDGING ACTIVITIES
12 Months Ended
Dec. 31, 2025
DERIVATIVE INSTRUMENTS AND HEDGING ACTIVITIES  
DERIVATIVE INSTRUMENTS AND HEDGING ACTIVITIES

NOTE 12 — DERIVATIVE INSTRUMENTS AND HEDGING ACTIVITIES

Risk Management Objective of Using Derivatives

The Corporation uses various financial instruments, including derivatives, to manage its exposure to interest rate risk. The Corporation’s derivative financial instruments are used to manage differences in the amount, timing, and duration of the Corporation’s known or expected cash receipts and cash payments principally related to specific assets and short-term wholesale funding positions. The Corporation entered into four swap contracts effective September 20, 2023, one swap contract effective September 4, 2024 and two additional swap contracts effective July 15, 2025.

Fair Values of Derivative Instruments on the Statement of Financial Condition

The tables below present the fair value of the Corporation’s derivative financial instruments as well as their classification on the consolidated balance sheets as of December 31, 2025, and December 31, 2024:

(Dollars in thousands)

December 31, 2025

 

Derivative Assets

Derivative Liabilities

Location

Fair Value

Location

Fair Value

Derivatives designated as hedging instruments:

Interest rate swaps

Other Assets

$

Other Liabilities

$

3,859

Total

$

$

3,859

(Dollars in thousands)

December 31, 2024

 

Derivative Assets

Derivative Liabilities

Location

Fair Value

Location

Fair Value

Derivatives designated as hedging instruments:

Interest rate swaps

Other Assets

$

Other Liabilities

$

1,463

Total

$

$

1,463

The following tables present the derivative assets and liabilities subject to an enforceable master netting arrangement as of December 31, 2025 and 2024.

Gross

Net Amounts

Gross Amounts Not Offset in the Consolidated Balance Sheet

Gross

Amounts

of Assets

(Dollars in thousands)

Amounts of

Offset in the

Presented in the

Cash

Recognized

Consolidated

Consolidated

Financial

Collateral

Net

Assets

Balance Sheet

Balance Sheet

Instruments

Received

Amount

December 31, 2025

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

Derivatives

$

$

$

$

$

$

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

December 31, 2024

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

Derivatives

$

$

$

$

$

$

Gross

Net Amounts

Gross Amounts Not Offset in the Consolidated Balance Sheet

Gross

Amounts

of Liabilities

(Dollars in thousands)

Amounts of

Offset in the

Presented in the

Cash

Recognized

Consolidated

Consolidated

Financial

Collateral

Net

Liabilities

Balance Sheet

Balance Sheet

Instruments

Pledged

Amount

December 31, 2025

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

Derivatives

$

3,859

$

$

3,859

$

$

(3,859)

$

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

December 31, 2024

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

Derivatives

$

1,463

$

$

1,463

$

$

(1,463)

$

The following table presents the remaining contractual maturity of the master netting arrangements as of December 31, 2025.

Remaining Contractual Maturity of the Agreements

Greater

(Dollars in thousands)

Up to

1 to 3

3 to 5

than

1 Year

Years

Years

5 Years

Total

December 31, 2025:

Derivative Assets

$

$

347

$

$

$

347

Derivative Liabilities

(3,604)

(602)

(4,206)

Total net derivatives

$

$

(3,257)

$

$

(602)

$

(3,859)

Fair Value Hedges of Interest Rate Risk

The Corporation is exposed to changes in the fair value of certain of its fixed-rate assets due to changes in benchmark interest rates. The Corporation uses interest rate swaps to manage its exposure to changes in fair value on these instruments attributable to changes in the designated benchmark interest rates. Interest rate swaps designated as fair value hedges involve the payment of fixed-rate amounts to a counterparty in exchange for the Corporation receiving variable-rate payments over the life of the agreements without the exchange of the underlying notional amount. Such

derivatives are used to hedge the changes in fair value of certain of its pools of fixed rate assets. As of December 31, 2025, the Corporation had a total of four interest rate swaps with a combined notional amount of $96,646,000 hedging fixed-rate debt securities available-for-sale and one interest rate swap with a notional amount of $75,000,000 hedging fixed-rate loans.

As of December 31, 2025, and December 31, 2024, the following amounts were recorded on the balance sheets related to the cumulative basis adjustment for fair value hedges:

(Dollars in thousands)

December 31, 

December 31, 

 

2025

2024

Carrying amount of hedged assets:

Closed Portfolio Amount

Closed Portfolio Amount

Fixed Rate Loans

$

120,157

$

134,878

Available-for-sale - Municipals

50,335

50,653

Available-for-sale - MBS

47,208

32,821

Total

$

217,700

$

218,352

Interest rate swaps notional amount

$

171,646

$

125,000

(Dollars in thousands)

December 31, 

December 31, 

 

2025

2024

Cumulative amount of fair value hedging adjustment included in the carrying amount of assets:

Fixed Rate Loans

$

347

$

823

Available-for-sale - Municipals

(993)

(375)

Available-for-sale - MBS

(940)

(122)

Total

$

(1,586)

$

326

The amount of gain, net of fair value re-measurements, included in interest income on the Corporation’s consolidated statements of income for derivative instruments designated as fair value hedges was $665,000 for the year ended December 31, 2025 and $773,000 for the year ended December 31, 2024.

Cash Flow Hedges of Interest Rate Risk

The Corporation uses derivatives to add stability to interest expense and to manage its exposure to interest rate movements. To accomplish this objective, the Corporation has entered into interest rate swaps as part of its interest rate risk management strategy. These interest rate products are designated as cash flow hedges. As of December 31, 2025, the Corporation had two interest rate swaps with a combined notional amount of $100,000,000 hedging specific short-term wholesale funding positions.

For derivatives designated as cash flow hedges, the gain or loss on the derivatives is recorded in other comprehensive loss and subsequently reclassified into interest expense in the same period during which the hedged transaction affects earnings. During the next twelve months, it is estimated that an additional $937,000 will be reclassified as interest expense.

Interest rate swaps designated as cash flow hedges involve the payment of fixed-rate amounts to a counterparty in exchange for the Corporation receiving variable-rate payments over the life of the agreements without the exchange of the underlying notional amount. For cash flow hedges on the Corporation’s short-term wholesale funding positions, amounts reported in accumulated other comprehensive loss related to derivatives will be reclassified to interest expense as interest payments are made on the Corporation’s hedged variable rate short-term wholesale funding positions. During the year ended December 31, 2025, the Corporation reclassified $82,000 in interest expense.

The table below presents the pre-tax effects of the Corporation’s derivative instruments designated as cash flow hedges on the consolidated statements of income for the years ended December 31, 2025, and 2024:

(Dollars in thousands)

December 31, 

 

2025

2024

Amount of loss recognized in accumulated other comprehensive loss

$

(2,036)

$

(993)

Amount of gain reclassified from accumulated other comprehensive loss to interest expense

(82)

850

Interest rate swaps notional amount

$

100,000

$

100,000

Credit Risk-Related Contingent Features

The Corporation has agreements with each of its derivative counterparties that contain a provision where if the Corporation defaults on any of its indebtedness, then the Corporation could also be declared in default on its derivative obligations and could be required to terminate its derivative positions with the counterparty. The Corporation also has agreements with its derivative counterparties that contain a provision where if the Corporation fails to maintain its status as a well-capitalized institution, then the Corporation could be required to terminate its derivative positions with the counterparty. As of December 31, 2025 and December 31, 2024, the Corporation’s derivatives were in a net liability position resulting in the Company having collateral in the amount of $6,570,000 posted with the counterparty at December 31, 2025 and December 31, 2024.