Phil Timyan (@PhilTimyan) header
Phil Timyan (@PhilTimyan) profile picture

Phil Timyan

@PhilTimyan

Private investor, hedge fund manager, and blogger with over 25 years professional experience in community bank stock investment and shareholder activism.

timyanbankalert.com
Joined October 2009
  • Tweets8.5K
  • Following4.9K
  • Followers9.7K
502Media
Photo by Phil Timyan (@PhilTimyan)Photo by Phil Timyan (@PhilTimyan)Photo by Phil Timyan (@PhilTimyan)Photo by Phil Timyan (@PhilTimyan)Photo by Phil Timyan (@PhilTimyan)Photo by Phil Timyan (@PhilTimyan)Photo by Phil Timyan (@PhilTimyan)Photo by Phil Timyan (@PhilTimyan)Photo by Phil Timyan (@PhilTimyan)Photo by Phil Timyan (@PhilTimyan)
Phil Timyan retweeted
aurelius (@aurelius28) profile picture
aurelius
@aurelius28Oct 19
Just remember, the privately owned "public benefit" entity known as The Fed currently has about a $1 TRILLION loss on the bonds they YOLO purchased during COVID.
Image from aurelius (@aurelius28)
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Phil Timyan retweeted
Gino Stumpo (@GinoStumpoUBS) profile picture
Gino Stumpo
@GinoStumpoUBSOct 17
Replying to @BillAckman
Happy Halloween 🎃
Image from Gino Stumpo (@GinoStumpoUBS)
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Phil Timyan retweeted
aurelius (@aurelius28) profile picture
aurelius
@aurelius28Oct 14
Brian Fantana once said that when bank stocks break correlations with slope in the YC, 80% of the time it works everytime. in the reply are my thoughts on what to do when this breaks and other bank fun.
Image from aurelius (@aurelius28)
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Huntington Bank leaders identified its potential future CEO at one of the nation’s largest banks more than five years ago. bizjournals.com/columbus/new…
Huntington Bank's upcoming CEO succession was many years in the making

Huntington Bank's upcoming CEO succession was many years in the making

Huntington Bank leaders identified its potential future CEO at one of the nation’s largest banks more than five years ago. Our interview with CEO Steve Steinour and new President Brant Standridge.

bizjournals.com
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Phil Timyan retweeted
Aaron Sallen (@aaronjsallen) profile picture
Aaron Sallen
@aaronjsallenSep 8
Wrote a letter to $UBAB Board of Directors today requesting directorship for Jason and myself prnewswire.com/news-releases…

MERION ROAD CAPITAL AND BLUE HILL ADVISORS REQUEST BOARD REPRESENTATION AT UNITED BANCORPORATION OF...

/PRNewswire/ -- Merion Road Capital Management, LLC ("MRCM") and Blue Hill Advisors LLC ("BHA") (collectively, the "Investors"), shareholders of United...

prnewswire.com
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Phil Timyan retweeted
Ben Rabidoux (@BenRabidoux) profile picture
Ben Rabidoux
@BenRabidouxSep 8
Long but important thread: Let's take a trip the "Tahranto" to understand why Canadian banks are at risk of becoming trade war targets
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Phil Timyan retweeted
Zirkle Blakey III (@vapreps) profile picture
Zirkle Blakey III
@vaprepsSep 8
businesswire.com/news/home/2…
John Marshall Bancorp, Inc. and Eagle Financial Services, Inc. Announce Strategic Merger Uniting...

John Marshall Bancorp, Inc. and Eagle Financial Services, Inc. Announce Strategic Merger Uniting...

John Marshall Bancorp, Inc. (Nasdaq: JMSB) (“John Marshall” or the “Company”), the parent company of John Marshall Bank, and Eagle Financial Services, Inc. (...

businesswire.com
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Phil Timyan retweeted
CorpusColossus (@CorpusCol) profile picture
CorpusColossus
@CorpusColSep 8
My guess is $WAFd is (1) huge embedded losses on fixed rate loans meant ROE would drag for years (2) didn’t have stock price to buy others (3) CEO had plane crash and remarriage in last few years and so less patience for the grind ahead (4) so merge into a bigger market cap and trigger the change in control. The corollary to (1) is they had the embedded rate risk because that was the only way they added value for the customers.
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Phil Timyan retweeted
Bid (@mr_bid_) profile picture
Bid
@mr_bid_Aug 12
Buying banks after a dip. $gbfh $ccb
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Congratulations to the Peoples Bank team and Finward Bancorp (Nasdaq: FNWD) on the announced acquisition by First Financial Bancorp (Nasdaq: FFBC). A great outcome for all those involved. investorrelations.ibankpeopl… $FNWD $FFBC
Finward Bancorp Acquisition

Finward Bancorp Acquisition

First Financial Bancorp. (“First Financial”) has agreed to acquire Finward Bancorp (“Finward”), the holding company for Peoples…...

investorrelations.ibankpeoples.com
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Phil Timyan retweeted
Brad Rinschler (@thebankzhar) profile picture
Brad Rinschler
@thebankzharJul 16
Down Range Capital urges $cshx board to seek an immediate sale of the bank. sg.finance.yahoo.com/news/do…
Down Range Capital Urges the Board of Cashmere Valley Bank (CSHX) to Immediately Pursue a Sale

Down Range Capital Urges the Board of Cashmere Valley Bank (CSHX) to Immediately Pursue a Sale

EAST STROUDSBURG, Pa., July 16, 2026 (GLOBE NEWSWIRE) -- Down Range Capital Opportunity Fund, LP, a community bank-focused hedge fund and shareholder of Cashmere Valley Bancorp, Inc. (CSHX), today...

sg.finance.yahoo.com
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Phil Timyan retweeted
Ken Tumin (@KenTumin) profile picture
Ken Tumin
@KenTuminJul 6
Klarna seeks U.S. bank charter in latest push beyond buy now, pay later | @CNBC “The application marks Klarna's latest step toward becoming a broader consumer bank rather than just a buy now, pay later provider. Last month, Klarna introduced high-yield savings accounts to U.S. customers, though its partner WebBank holds those accounts.” cnbc.com/amp/2026/07/06/klar…
Klarna seeks U.S. bank charter in latest push beyond buy now, pay later

Klarna seeks U.S. bank charter in latest push beyond buy now, pay later

Klarna joins a wave of fintech and crypto firms seeking entry to the traditional banking system.

cnbc.com
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I must not understand political machinations as I think I do: This article makes it seem like these community bankers are mad at their trade group when they should be mad at their regulator? And also this is likely the party they voted for? politico.com/news/2026/06/20…
'On the sidelines': Community bankers fear they are missing out on their moment

'On the sidelines': Community bankers fear they are missing out on their moment

politico.com
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Phil Timyan retweeted
Jason Mikula (@mikulaja) profile picture
Jason Mikula
@mikulajaJun 21
🚨🚨 SCOOP: Silicon Valley Bank sues Patriot Bank over $21m of receivables in Parker mess, alleges Patriot "brazenly stole" from Parker user. Lawsuit gives a behind-the-scenes look at the bankrupt SMB charge card startup's chaotic final days.
Image from Jason Mikula (@mikulaja)
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Phil Timyan retweeted
Colarion (@colarion) profile picture
Colarion@colarionJun 16
Index arbs buying Isabella Bancorp $ISBA into Russell add when mgmt is screaming they are overvalued with an ATM offering on top of a stock acquisition
Image from Colarion (@colarion)
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Phil Timyan retweeted
Flozell Adams (@FlowMaster76) profile picture
Flozell Adams@FlowMaster76Jun 15
All of them should submit their resignation papers. Got this info from a public site
Image from Flozell Adams (@FlowMaster76)
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Phil Timyan retweeted
Justin Spiro (@DarkoStateNews) profile picture
Justin Spiro
@DarkoStateNewsJun 15
The Worst Leader In Michigan State History

The Worst Leader In Michigan State History

Article · @DarkoStateNews
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Phil Timyan retweeted
Robert Chase (@chasesfish) profile picture
Robert Chase
@chasesfishJun 4
Replying to @SpaceCoastCRE
I have the receipts... nitter.gq/chasesfish/status/2058…
Robert Chase (@chasesfish) profile pictureRobert Chase
@chasesfishMay 25
Replying to @chasesfish @TheJSantiago
Receipts from a May 2022 email. Important to note they aren't just conservative, they are *very conservative*
Image from Robert Chase (@chasesfish)
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adding a career commercial banker to a bank board? imagine that!!!! well done $SFST
Image from Sammy 'Ace' Rothstein (@shortbus_ace)
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Phil Timyan retweeted
Colarion (@colarion) profile picture
Colarion@colarionJun 3
Another problematic proxy, this one at Capital Bank $CBNK. The board has a reputation for meddling. The shareholders don’t appreciate it. 5mln shares are owned by insiders and 1+ by ETFs, suggesting almost every outside shareholder vote went against Whalen.
Image from Colarion (@colarion)
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