Quick Takeaways
- ALRS - ALERUS FINANCIAL CORP has 23 insiders with reported activity on this page.
- Net insider value flow over the last year: +$149,494.
- Recent transaction rows are available for direct filing-level review.
- Info
- Insider Trading
- Financials
- Holders
Insider Transactions Reported by 23 Insiders of ALERUS FINANCIAL CORP
- Symbol
- ALRS on Nasdaq
- Location
- Grand Forks, ND
What Changed
- Buy value: $149,494; sell value: $0.
- Net share flow: +7,350.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Source Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsNet insider flow leans to buying over the last 12 months. Net value: +$149,494.
Buys
$149,494
Shares: 7,350
Insiders: 2
Sells
$0
Shares: 0
Insiders: 0
Net
+$149,494
Shares: +7,350
Insiders: 2
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 2,350 | 0 | $49,844 | $0 | +$49,844 |
| 9-12 | 5,000 | 0 | $99,650 | $0 | +$99,650 |
ALERUS FINANCIAL CORP executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Randy L. Newman | Director | $10,482,547 | Mixed | 22 May 2025 | ||
| Kevin D. Lemke | Director | $2,318,932 | Mixed | 08 May 2023 | ||
| Katie A. Lorenson | Chief Executive Officer, Director | $2,098,085 | Mixed | 26 Feb 2026 | ||
| Sally J. Smith | Director | $2,037,356 | Mixed | 12 May 2021 | ||
| Jon Hendry | Chief Technology Officer & EVP | $1,546,874 | Mixed | 02 Jan 2025 | ||
| Ann McConn | EVP and Chief/SSO | $1,408,781 | Mixed | 17 May 2022 | ||
| Karen Bohn | Director | $1,030,030 | Mixed | 12 May 2021 | ||
| Galen G. Vetter | Director | $842,695 | Mixed | 22 May 2025 | ||
| Karin M. Taylor | EVP and COO | $783,372 | Mixed | 26 Feb 2026 | ||
| Daniel E. Coughlin | Director | $763,126 | Mixed | 22 May 2025 | ||
| Jim Collins | Evp, Cbo & Cro | $617,979 | Mixed | 26 Feb 2026 | ||
| Missy Keney | Chief Engagement Officer | $581,391 | Mixed | 26 Feb 2026 | ||
| Alan Villalon | EVP & Chief Financial Officer | $564,266 | +$49,844 | +9.7% | Mixed | 26 Feb 2026 |
| Jerrod Hanson | Chief Accounting Officer | $457,917 | Mixed | 30 Jan 2023 | ||
| Forrest Wilson | EVP & Chief Ret. Svcs. Officer | $442,861 | +$99,650 | +29% | Mixed | 26 Feb 2026 |
| Michael S. Mathews | Director | $231,154 | Mixed | 08 May 2023 | ||
| Estep Janet O | Director | $210,802 | Mixed | 22 May 2025 | ||
| Jeffrey Bolton | Director | $183,736 | Mixed | 22 May 2025 | ||
| Mary Zimmer | Director | $171,010 | Mixed | 22 May 2025 | ||
| John Uribe | Director | $90,005 | Mixed | 22 May 2025 | ||
| Nikki Sorum | Director | $90,005 | Mixed | 22 May 2025 | ||
| Kari Koob | Director of Accounting | $53,855 | Mixed | 03 Jul 2025 | ||
| Jill Schurtz | Director | $41,422 | Mixed | 31 Dec 2022 |
Top shareholders of ALERUS FINANCIAL CORP (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| ALERUS FINANCIAL NA |
13F
|
Company |
9%
|
2,289,199
|
$51,552,761 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
13D/G
|
Company |
7.3%
from 13D/G
|
1,801,441
|
$40,568,445 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
5.1%
|
1,289,690
|
$29,043,818 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.3%
|
830,052
|
$18,692,241 | — | 31 Dec 2025 | |
| Alerus Financial Corp Employee Stock Ownership Plan |
13D/G
|
— |
4.1%
|
1,036,396
|
$16,717,067 | -$15,759,752 | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
603,392
|
$13,591,181 | — | 31 Dec 2025 | |
| ENDEAVOUR CAPITAL ADVISORS INC |
13F
|
Company |
2%
|
516,532
|
$11,632,301 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
1.9%
|
476,030
|
$10,819,086 | — | 31 Dec 2025 | |
| Randy L. Newman |
3/4/5
|
Director |
2.6%
|
649,879
|
$10,482,547 | — | 22 May 2025 | |
| M3F, Inc. |
13F
|
Company |
1.6%
|
411,163
|
$9,259,000 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.5%
|
379,540
|
$8,547,241 | — | 31 Dec 2025 | |
| Phocas Financial Corp. |
13F
|
Company |
1.3%
|
334,357
|
$7,529,720 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.3%
|
323,080
|
$7,275,758 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.2%
|
304,602
|
$6,859,655 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.2%
|
298,060
|
$6,712,315 | — | 31 Dec 2025 | |
| CHOREO, LLC |
13F
|
Company |
1.2%
|
294,571
|
$6,559,960 | — | 31 Dec 2025 | |
| GRACE & WHITE INC /NY |
13F
|
Company |
1%
|
256,233
|
$5,770,367 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.97%
|
245,497
|
$5,528,593 | — | 31 Dec 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.96%
|
243,581
|
$5,485,444 | — | 31 Dec 2025 | |
| Jeffrey L. Gendell |
13F
|
Individual |
0.92%
|
233,700
|
$5,262,924 | — | 31 Dec 2025 | |
| BANC FUNDS CO LLC |
13F
|
Company |
0.85%
|
214,967
|
$4,841,057 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.81%
|
207,200
|
$4,666,144 | — | 31 Dec 2025 | |
| CSM Advisors, LLC |
13F
|
Company |
0.79%
|
201,940
|
$4,548,000 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.72%
|
182,533
|
$4,110,643 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.72%
|
181,935
|
$4,097,176 | — | 31 Dec 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.55%
|
140,579
|
$3,165,839 | — | 31 Dec 2025 | |
| Cutler Capital Management, LLC |
13F
|
Company |
0.54%
|
138,000
|
$3,107,760 | — | 31 Dec 2025 | |
| GABELLI FUNDS LLC |
13F
|
Company |
0.54%
|
137,821
|
$3,103,729 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.47%
|
119,042
|
$2,680,822 | — | 31 Dec 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.47%
|
119,012
|
$2,680,150 | — | 31 Dec 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.46%
|
117,914
|
$2,655,423 | — | 31 Dec 2025 | |
| Sippican Capital Advisors |
13F
|
Company |
0.45%
|
113,841
|
$2,563,699 | — | 31 Dec 2025 | |
| Kevin D. Lemke |
3/4/5
|
Director |
—
class O/S missing
|
103,570
|
$2,318,932 | — | 08 May 2023 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.41%
|
103,334
|
$2,191,714 | — | 31 Dec 2025 | |
| Katie A. Lorenson |
3/4/5
|
Chief Executive Officer, Director |
—
mixed-class rows
|
84,193
mixed-class rows
|
$2,098,085 | — | 26 Feb 2026 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.36%
|
90,806
|
$2,043,000 | — | 31 Dec 2025 | |
| Sally J. Smith |
3/4/5
|
Director |
—
class O/S missing
|
90,994
|
$2,037,356 | — | 12 May 2021 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.34%
|
87,178
|
$1,963,248 | — | 31 Dec 2025 | |
| GAMCO INVESTORS, INC. ET AL |
13F
|
Company |
0.33%
|
85,093
|
$1,916,294 | — | 31 Dec 2025 | |
| MARTINGALE ASSET MANAGEMENT L P |
13F
|
Company |
0.32%
|
80,750
|
$1,818,490 | — | 31 Dec 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.32%
|
80,705
|
$1,817,476 | — | 31 Dec 2025 | |
| MAIRS & POWER INC |
13F
|
Company |
0.31%
|
79,436
|
$1,788,899 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.3%
|
75,773
|
$1,706,407 | — | 31 Dec 2025 | |
| CWM, LLC |
13F
|
Company |
0.29%
|
73,596
|
$1,657,000 | — | 31 Dec 2025 | |
| Jon Hendry |
3/4/5
|
Chief Technology Officer & EVP |
—
class O/S missing
|
80,819
|
$1,546,874 | — | 02 Jan 2025 | |
| FORTRESS FINANCIAL GROUP, LLC |
13F
|
Company |
0.26%
|
67,339
|
$1,516,466 | — | 31 Dec 2025 | |
| FJ Capital Management LLC |
13F
|
Company |
0.26%
|
67,134
|
$1,511,858 | — | 31 Dec 2025 | |
| Gator Capital Management, LLC |
13F
|
Company |
0.26%
|
65,410
|
$1,473,033 | — | 31 Dec 2025 | |
| Man Group plc |
13F
|
Company |
0.25%
|
64,111
|
$1,443,780 | — | 31 Dec 2025 | |
| Ann McConn |
3/4/5
|
EVP and Chief/SSO |
—
class O/S missing
|
62,920
|
$1,408,781 | — | 17 May 2022 |
Recent Insider Transactions by Companies or Individuals for ALERUS FINANCIAL CORP
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Forrest Wilson | ALRS | Restricted Stock Units | Award | 6,602 | 6,602 | 26 Feb 2026 | Direct | |||
| Katie A. Lorenson | ALRS | Common Stock | Tax liability | -4.67% | -2,866 | 58,531 | 26 Feb 2026 | Direct | ||
| Katie A. Lorenson | ALRS | Common Stock | Options Exercise | 18% | 9,363 | 61,397 | 26 Feb 2026 | Direct | ||
| Katie A. Lorenson | ALRS | Restricted Stock Units | Award | 19,022 | 19,022 | 26 Feb 2026 | Direct | |||
| Katie A. Lorenson | ALRS | Restricted Stock Units | Options Exercise | -100% | -9,363 | 0 | 26 Feb 2026 | Direct | ||
| Karin M. Taylor | ALRS | Common Stock | Tax liability | -3.69% | -1,094 | 28,590 | 26 Feb 2026 | Direct | ||
| Karin M. Taylor | ALRS | Common Stock | Options Exercise | 13.7% | 3,574 | 29,684 | 26 Feb 2026 | Direct | ||
| Karin M. Taylor | ALRS | Restricted Stock Units | Award | 6,876 | 6,876 | 26 Feb 2026 | Direct | |||
| Karin M. Taylor | ALRS | Restricted Stock Units | Options Exercise | -100% | -3,574 | 0 | 26 Feb 2026 | Direct | ||
| Alan Villalon | ALRS | Common Stock | Options Exercise | 25.7% | 3,217 | 15,719 | 26 Feb 2026 | Direct | ||
| Alan Villalon | ALRS | Restricted Stock Units | Award | 7,246 | 7,246 | 26 Feb 2026 | Direct | |||
| Alan Villalon | ALRS | Restricted Stock Units | Options Exercise | -100% | -3,217 | 0 | 26 Feb 2026 | Direct | ||
| Missy Keney | ALRS | Common Stock | Tax liability | -5.62% | -608 | 10,206 | 26 Feb 2026 | Direct | ||
| Missy Keney | ALRS | Common Stock | Options Exercise | 27.8% | 2,349 | 10,814 | 26 Feb 2026 | Direct | ||
| Missy Keney | ALRS | Restricted Stock Units | Award | 5,153 | 5,153 | 26 Feb 2026 | Direct | |||
| Missy Keney | ALRS | Restricted Stock Units | Options Exercise | -100% | -2,349 | 0 | 26 Feb 2026 | Direct | ||
| Jim Collins | ALRS | Common Stock | Tax liability | -7.46% | -1,298 | 16,108 | 26 Feb 2026 | Direct | ||
| Jim Collins | ALRS | Common Stock | Options Exercise | 32.2% | 4,239 | 17,406 | 26 Feb 2026 | Direct | ||
| Jim Collins | ALRS | Restricted Stock Units | Award | 9,058 | 9,058 | 26 Feb 2026 | Direct | |||
| Jim Collins | ALRS | Restricted Stock Units | Options Exercise | -100% | -4,239 | 0 | 26 Feb 2026 | Direct | ||
| Jim Collins | ALRS | Common Stock | Tax liability | -5.54% | -772 | 13,167 | 23 Feb 2026 | Direct | ||
| Katie A. Lorenson | ALRS | Common Stock | Tax liability | -3.53% | -1,903 | 52,034 | 23 Feb 2026 | Direct | ||
| Katie A. Lorenson | ALRS | Common Stock | Tax liability | 4.06% | 2,025 | 51,912 | 23 Feb 2026 | Direct | ||
| Jim Collins | ALRS | Common Stock | Tax liability | -6.58% | -917 | 13,022 | 23 Feb 2026 | Direct | ||
| Karin M. Taylor | ALRS | Common Stock | Tax liability | -2.88% | -774 | 26,110 | 23 Feb 2026 | Direct | ||
| Missy Keney | ALRS | Common Stock | Tax liability | -17.9% | -779 | 3,566 | 23 Feb 2026 | By spouse | ||
| Missy Keney | ALRS | Common Stock | Tax liability | -4.9% | -436 | 8,465 | 23 Feb 2026 | Direct | ||
| Katie A. Lorenson | ALRS | Common Stock | Options Exercise | 11.5% | 5,572 | 53,937 | 21 Feb 2026 | Direct | ||
| Katie A. Lorenson | ALRS | Restricted Stock Units | Options Exercise | -100% | -5,572 | 0 | 21 Feb 2026 | Direct | ||
| Alan Villalon | ALRS | Common Stock | Options Exercise | 18.1% | 1,915 | 12,502 | 21 Feb 2026 | Direct | ||
| Alan Villalon | ALRS | Restricted Stock Units | Options Exercise | -100% | -1,915 | 0 | 21 Feb 2026 | Direct | ||
| Jim Collins | ALRS | Common Stock | Options Exercise | 22.1% | 2,523 | 13,939 | 21 Feb 2026 | Direct | ||
| Jim Collins | ALRS | Restricted Stock Units | Options Exercise | -100% | -2,523 | 0 | 21 Feb 2026 | Direct | ||
| Karin M. Taylor | ALRS | Common Stock | Options Exercise | 8.6% | 2,128 | 26,885 | 21 Feb 2026 | Direct | ||
| Karin M. Taylor | ALRS | Restricted Stock Units | Options Exercise | -100% | -2,128 | 0 | 21 Feb 2026 | Direct | ||
| Missy Keney | ALRS | Common Stock | Options Exercise | 18.6% | 1,398 | 8,901 | 21 Feb 2026 | Direct | ||
| Missy Keney | ALRS | Restricted Stock Units | Options Exercise | -100% | -1,398 | 0 | 21 Feb 2026 | Direct | ||
| Jim Collins | ALRS | Common Stock | Tax liability | -14.1% | -1,878 | 11,416 | 31 Dec 2025 | Direct | ||
| Alan Villalon | ALRS | Common Stock | Purchase | 28.5% | $49,844 | $21.21 | 2,350 | 10,587 | 31 Jul 2025 | Direct |
| Kari Koob | ALRS | Common Stock | Tax liability | -6.93% | -100 | 1,342 | 03 Jul 2025 | Direct | ||
| Karin M. Taylor | ALRS | Restricted Stock Units | Options Exercise | -40.2% | -74 | 110 | 03 Jul 2025 | Direct | ||
| Daniel E. Coughlin | ALRS | Common Stock | Award | 5.24% | 2,354 | 47,311 | 22 May 2025 | Direct | ||
| Galen G. Vetter | ALRS | Common Stock | Award | 4.85% | 2,354 | 50,926 | 22 May 2025 | Direct | ||
| Estep Janet O | ALRS | Common Stock | Award | 22% | 2,354 | 13,069 | 22 May 2025 | Direct | ||
| Jeffrey Bolton | ALRS | Common Stock | Award | 26% | 2,354 | 11,391 | 22 May 2025 | Direct | ||
| John Uribe | ALRS | Common Stock | Award | 73% | 2,354 | 5,580 | 22 May 2025 | Direct | ||
| Mary Zimmer | ALRS | Common Stock | Award | 28.5% | 2,354 | 10,602 | 22 May 2025 | Direct | ||
| Nikki Sorum | ALRS | Common Stock | Award | 73% | 2,354 | 5,580 | 22 May 2025 | Direct | ||
| Randy L. Newman | ALRS | Common Stock | Award | 0.77% | 2,354 | 308,114 | 22 May 2025 | Direct | ||
| Forrest Wilson | ALRS | Common Stock | Purchase | 54.3% | $99,650 | $19.93 | 5,000 | 14,204 | 01 May 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.