v3.26.1
Securities
3 Months Ended
Mar. 31, 2026
Securities  
Securities

4.     Securities

The following tables summarize the Company’s portfolio of securities held-to-maturity at:

Allowance

Net

Gross

Gross

Amortized

for

Carrying

Unrecognized

Unrecognized

March 31, 2026

  ​ ​ ​  ​

Cost

  ​ ​ ​  ​

Credit Losses

  ​ ​ ​  ​

Amount

  ​ ​ ​  ​

Gains

  ​ ​ ​  ​

Losses

  ​ ​ ​  ​

Fair Value

(In thousands)

Municipals

$

42,379

$

(338)

$

42,041

$

$

(4,032)

$

38,009

FNMA

 

7,812

 

 

7,812

 

 

(609)

 

7,203

Total

$

50,191

$

(338)

$

49,853

$

$

(4,641)

$

45,212

Allowance

Net

Gross

Gross

Amortized

for

Carrying

Unrecognized

Unrecognized

December 31, 2025

  ​ ​ ​  ​

Cost

  ​ ​ ​  ​

Credit Losses

  ​ ​ ​  ​

Amount

  ​ ​ ​  ​

Gains

  ​ ​ ​  ​

Losses

  ​ ​ ​  ​

Fair Value

(In thousands)

Municipals

$

42,711

$

(348)

$

42,363

$

$

(3,342)

$

39,021

FNMA

 

7,817

 

 

7,817

 

 

(606)

 

7,211

Total

$

50,528

$

(348)

$

50,180

$

$

(3,948)

$

46,232

The following tables summarize the Company’s portfolio of securities available for sale on:

Allowance

Gross

Gross

Amortized

for

Unrealized

Unrealized

March 31, 2026

  ​ ​ ​

Cost

  ​ ​ ​

Credit Losses

  ​ ​ ​

Gains

  ​ ​ ​

Losses

  ​ ​ ​

Fair Value

(In thousands)

U.S. government agencies

$

5,664

$

$

29

$

(22)

$

5,671

Municipals

20,627

(2,774)

(239)

17,614

Corporate

248,131

2,655

(3,145)

247,641

Mutual funds

 

12,669

 

 

 

 

12,669

Collateralized loan obligations

 

256,434

 

 

7

 

(350)

 

256,091

Other

 

1,653

 

 

 

 

1,653

Total other securities

 

545,178

 

(2,774)

 

2,691

 

(3,756)

 

541,339

REMIC and CMO

 

843,561

 

 

3,258

 

(4,489)

 

842,330

GNMA

 

106,287

 

 

115

 

(790)

 

105,612

FNMA

 

63,343

 

 

243

 

(120)

 

63,466

FHLMC

 

75,097

 

 

810

 

(67)

 

75,840

Total mortgage-backed securities

 

1,088,288

 

 

4,426

 

(5,466)

 

1,087,248

Total Securities available for sale

$

1,633,466

$

(2,774)

$

7,117

$

(9,222)

$

1,628,587

Allowance

Gross

Gross

Amortized

for

Unrealized

Unrealized

December 31, 2025

  ​ ​ ​

Cost

  ​ ​ ​

Credit Losses

  ​ ​ ​

Gains

  ​ ​ ​

Losses

  ​ ​ ​

Fair Value

(In thousands)

U.S. government agencies

$

6,262

$

$

31

$

(29)

$

6,264

Municipals

20,627

(2,921)

(445)

17,261

Corporate

241,091

2,674

(2,734)

241,031

Mutual funds

 

12,650

 

 

 

 

12,650

Collateralized loan obligations

 

289,349

 

 

168

 

(288)

 

289,229

Other

 

1,551

 

 

 

 

1,551

Total other securities

 

571,530

 

(2,921)

 

2,873

 

(3,496)

 

567,986

REMIC and CMO

 

611,292

 

 

3,830

 

(217)

 

614,905

GNMA

 

60,116

 

 

247

 

 

60,363

FNMA

 

65,446

 

 

669

 

 

66,115

FHLMC

 

79,235

 

 

1,320

 

 

80,555

Total mortgage-backed securities

 

816,089

 

 

6,066

 

(217)

 

821,938

Total securities available for sale

$

1,387,619

$

(2,921)

$

8,939

$

(3,713)

$

1,389,924

Corporate securities held by the Company at March 31, 2026 and December 31, 2025, are issued by U.S. banking institutions. CMOs held by the Company at March 31, 2026 and December 31, 2025, are either fully guaranteed or issued by a government sponsored enterprise.

The following tables detail the amortized cost and fair value of the Company’s securities classified as held-to-maturity and available for sale at March 31, 2026, by contractual maturity. Expected maturities may differ from contractual maturities because borrowers may have the right to call or prepay obligations with or without call or prepayment penalties.

 

Amortized

Securities held-to-maturity:

  ​ ​ ​

Cost

  ​ ​ ​

Fair Value

 

(In thousands)

Due after ten years

$

42,379

$

38,009

Total other securities

42,379

38,009

Mortgage-backed securities

7,812

7,203

Total securities held-to-maturity

$

50,191

$

45,212

Amortized

Securities available for sale:

  ​ ​ ​

Cost

  ​ ​ ​

Fair Value

(In thousands)

Due in one year or less

 

$

8,870

 

$

8,862

Due after one year through five years

65,464

64,300

Due after five years through ten years

228,317

 

228,985

Due after ten years

229,858

226,523

Total other securities

 

532,509

 

528,670

Mutual funds

 

12,669

 

12,669

Mortgage-backed securities

 

1,088,288

 

1,087,248

Total securities available for sale

$

1,633,466

$

1,628,587

The following tables show the Company’s securities without an allowance for credit losses with gross unrealized losses and their fair value, aggregated by category and length of time that individual securities have been in a continuous unrealized loss position, at the dates indicated:

At March 31, 2026

Total

Less than 12 months

12 months or more

Unrealized

Unrealized

Unrealized

  ​ ​ ​

Count

  ​ ​ ​

Fair Value

  ​ ​ ​

Losses

  ​ ​ ​

Fair Value

  ​ ​ ​

Losses

  ​ ​ ​

Fair Value

  ​ ​ ​

Losses

(Dollars in thousands)

Held-to-maturity securities

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

FNMA

 

1

$

7,203

$

(609)

$

$

$

7,203

$

(609)

Total mortgage-backed securities

 

1

 

7,203

 

(609)

 

 

 

7,203

 

(609)

Total

 

1

$

7,203

$

(609)

$

$

$

7,203

$

(609)

Available for sale securities

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

U.S. government agencies

 

3

$

3,395

$

(22)

$

$

$

3,395

$

(22)

Corporate

 

18

 

139,438

 

(3,145)

 

48,129

 

(241)

 

91,309

 

(2,904)

Collateralized loan obligations

 

15

 

210,684

 

(350)

 

210,684

 

(350)

 

 

Total other securities

 

36

 

353,517

 

(3,517)

 

258,813

 

(591)

 

94,704

 

(2,926)

REMIC and CMO

 

23

 

359,015

 

(4,489)

 

353,494

 

(4,394)

 

5,521

 

(95)

GNMA

5

88,408

(790)

88,408

(790)

FNMA

2

22,367

(120)

22,367

(120)

FHLMC

2

10,048

(67)

10,048

(67)

Total mortgage-backed securities

 

32

 

479,838

 

(5,466)

 

474,317

 

(5,371)

 

5,521

 

(95)

Total

 

68

$

833,355

$

(8,983)

$

733,130

$

(5,962)

$

100,225

$

(3,021)

At December 31, 2025

Total

Less than 12 months

12 months or more

Unrealized

Unrealized

Unrealized

  ​ ​ ​

Count

  ​ ​ ​

Fair Value

  ​ ​ ​

Losses

  ​ ​ ​

Fair Value

  ​ ​ ​

Losses

  ​ ​ ​

Fair Value

  ​ ​ ​

Losses

(Dollars in thousands)

Held-to-maturity securities

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

FNMA

 

1

$

7,211

$

(606)

$

$

$

7,211

$

(606)

Total mortgage-backed securities

 

1

 

7,211

 

(606)

 

 

 

7,211

 

(606)

Total

 

1

$

7,211

$

(606)

$

$

$

7,211

$

(606)

Available for sale securities

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

 

  ​

U.S. government agencies

 

3

$

3,819

$

(29)

$

1,159

$

(7)

$

2,660

$

(22)

Corporate

 

17

 

118,976

 

(2,734)

 

27,310

 

(190)

 

91,666

 

(2,544)

Collateralized loan obligations

 

13

 

164,174

 

(288)

 

144,154

 

(281)

 

20,020

 

(7)

Total other securities

 

33

 

286,969

 

(3,051)

 

172,623

 

(478)

 

114,346

 

(2,573)

REMIC and CMO

 

7

 

43,674

 

(217)

 

28,296

 

(105)

 

15,378

 

(112)

Total mortgage-backed securities

 

7

 

43,674

 

(217)

 

28,296

 

(105)

 

15,378

 

(112)

Total

 

40

$

330,643

$

(3,268)

$

200,919

$

(583)

$

129,724

$

(2,685)

The Company reviewed all available for sale securities that had an unrealized loss at March 31, 2026 and December 31, 2025. Upon this review management determined one municipal security indicated that a credit loss existed at March 31, 2026 and December 31, 2025, resulting in an allowance for credit losses being recorded. At March 31, 2026, this security was non-accrual with an amortized cost of $20.6 million, an allowance for credit losses of $2.8 million and a fair value of $17.6 million. At December 31, 2025, this security was non-accrual with an amortized cost of $20.6 million, an allowance for credit losses of $2.9 million and a fair value of $17.3 million.

All but one of the remaining securities held on March 31, 2026 and December 31, 2025, are either rated investment grade or better, and all these securities have a long history of no credit losses. The Bank holds approximately $10 million of corporate debt from a New York based bank holding company that at March 31, 2026 and December 31, 2025 was rated B1. We do not consider the decline in fair value to be credit related given the underlying bond has not missed any payments and financial performance has not deteriorated to a level where the institution is not well capitalized. The Bank has placed the security on the watch list and will continue to monitor this risk position closely to determine if any action steps and valuation adjustments are required in the future. It is not anticipated that this security or any other available for sale security held at March 31, 2026 and December 31, 2025 would be settled at a price that is less than the amortized cost of the Company’s investment, other than the one municipal security discussed above.

The Company does not have the intent to sell these securities, and it is more likely than not the Company will not be required to sell the securities before recovery of the securities’ amortized cost basis. This conclusion is based upon considering the Company’s cash and working capital requirements and contractual and regulatory obligations, none of which the Company believes would cause the sale of the securities. If the Company identifies any decline in the fair value due to credit loss factors and an evaluation indicates that a credit loss exists, then the present value of cash flows that is expected to be collected from the security is compared to the amortized cost basis of the security. If the present value of the cash flows expected to be collected is less than the amortized cost basis, a credit loss exists and an allowance for credit losses is recorded for the credit loss, limited by the amount that the fair value is less than the amortized cost basis.

In determining the risk of loss for available for sale securities, the Company considered that mortgage-backed securities are either fully guaranteed or issued by a government sponsored enterprise, which has a credit rating and perceived credit risk comparable to the U.S. government, and that issuers of the collateralized loan obligations (“CLO”) and the issuer of corporate securities are global systematically important banks. Each of these securities is performing according to its terms

and, in the opinion of management, will continue to perform according to its terms. Based on this review, management believes that the unrealized losses have resulted from other factors not deemed credit-related and no allowance for credit loss was recorded.

The Company reviewed each held-to-maturity security as part of its quarterly Current Expected Credit Loss (“CECL”) process, resulting in an allowance for credit losses of $0.3 million at both March 31, 2026 and December 31, 2025.

It is the Company’s policy to exclude accrued interest receivable from the calculation of the allowance for credit losses on held-to-maturity and the valuation of available for sale securities. Accrued interest receivable on held-to-maturity securities totaled $0.1 million at both March 31, 2026 and December 31, 2025 and accrued interest receivable on available for sale debt securities totaled $10.4 million and $8.3 million at March 31, 2026 and December 31, 2025, respectively.

The following table presents the activity in the allowance for credit losses for debt securities available for sale:

For the three months ended March 31,

2026

2025

(In thousands)

Beginning balance

$

2,921

$

2,627

Provision (benefit)

(147)

Allowance for credit losses

$

2,774

$

2,627

The following table presents the activity in the allowance for credit losses for debt securities held-to-maturity:

For the three months ended March 31,

2026

2025

(In thousands)

Beginning balance

$

348

$

353

Provision (benefit)

 

(10)

6

Allowance for credit losses

$

338

$

359