Insider Trading April 1, 2026

First Mid CEO Sells $150,000 in Stock as Company Completes Two Rivers Deal

Clay M Dean reduced his stake modestly while First Mid Bancshares finalizes a $1.2 billion asset acquisition and updates credit arrangements

By Maya Rios FMBH
First Mid CEO Sells $150,000 in Stock as Company Completes Two Rivers Deal
FMBH

First Mid Bancshares CEO Clay M Dean sold 3,696.229 shares of the company’s common stock on December 24, 2025, for $149,999. The move leaves Dean with direct and indirect holdings in the firm even as First Mid finalizes a major acquisition and navigates related financing adjustments. Market metrics show the stock trading near $41.64 with a 2.43% dividend yield and a P/E of 10.89.

Key Points

  • CEO Clay M Dean sold 3,696.229 shares on December 24, 2025, at $40.5819 per share, totaling $149,999.
  • First Mid Bancshares completed the acquisition of Two Rivers Financial Group, adding approximately $1.2 billion in assets including $883 million in loans and $1.0 billion in deposits.
  • The company has a 15-year dividend growth streak and has paid dividends for 27 consecutive years; current dividend yield is 2.43% and the stock trades at a P/E of 10.89.

Transaction details

Clay M Dean, who serves as CEO of First Mid Insurance Group at FIRST MID BANCSHARES, INC. (NASDAQ:FMBH), sold 3,696.229 shares of common stock on December 24, 2025. The shares were disposed of at a per-share price of $40.5819, producing a total transaction value of $149,999.

At the time of the sale the stock was trading near $41.64. Over the prior 12 months the shares had increased roughly 22% in value, though InvestingPro analysis notes the shares are slightly overvalued relative to its Fair Value estimate.


Post-transaction holdings

Following the December sale, Dean directly holds 12,071.819 shares of First Mid Bancshares common stock. In addition to his direct ownership, Dean has an indirect stake of 4,236.9351 shares through a Deferred Compensation Plan and 277.7001 shares held through a 401k.


Company profile and shareholder returns

First Mid Bancshares is a bank holding company with total assets of $1.11 billion. Company disclosure and InvestingPro Tips indicate a shareholder-friendly record: the firm has increased its dividend for 15 consecutive years and has maintained dividend payments for 27 straight years. The stock currently yields 2.43% and trades at a trailing price-to-earnings ratio of 10.89.


Acquisition and financing updates

Separately, First Mid Bancshares has completed its acquisition of Two Rivers Financial Group, a transaction involving approximately $1.2 billion in assets. The deal includes $883 million in loans, $1.0 billion in deposits, and more than $1.2 billion in trust and wealth assets under management. The merger was first announced in October 2025 and received approval from both stockholders and regulators.

Regulatory approvals for the transaction included sign-off from the Federal Reserve Bank of Chicago and the Iowa Division of Banking, both granted in late December 2025. As part of the integration, Two Rivers will merge into Star Sub LLC, a wholly owned subsidiary of First Mid Bancshares.

To facilitate the acquisition, First Mid amended its credit agreement with The Northern Trust Company. That amendment addresses specific matters tied to the merger and follows a series of adjustments to the credit agreement dating back to 2019.


Context and implications

The CEO stock sale represents a modest reduction in a concentrated executive position while Dean retains meaningful direct and indirect ownership. At the same time, the completion of the Two Rivers transaction and the related credit agreement amendment mark concrete steps in First Mid’s expansion plans.

Risks

  • The CEO sale, while modest, is a reduction in insider holdings and could be perceived by some investors as a change in insider positioning - impacts the banking and financials sectors.
  • InvestingPro analysis indicates the shares are slightly overvalued relative to a Fair Value estimate, presenting valuation risk for equity investors in the banking sector.
  • The acquisition required amendments to the company’s credit agreement and regulatory approvals; integration and financing adjustments present execution and credit risks for First Mid Bancshares.

More from Insider Trading

Director Tannenbaum Acquires $80,150 Stake in Advanced Flower Capital Apr 1, 2026 Cytokinetics CEO Sells $499,724 in Stock as Shares Near Yearly High Apr 1, 2026 Team Inc. Director Anthony R. Horton Makes $193K in Open-Market Purchases Apr 1, 2026 NeuroOne Insider Sells Small Stake as Q1 Results and Coverage Lift Focus on NMTC Apr 1, 2026 Vitesse Energy Director Adds 10,000 Shares as Company Navigates Earnings Miss and Leadership Change Apr 1, 2026