Private investor, hedge fund manager, and blogger with over 25 years professional experience in community bank stock investment and shareholder activism.
Joined October 2009
- Tweets 8,422
- Following 4,937
- Followers 9,609
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497 Photos and videos
Phil Timyan retweeted
All of them should submit their resignation papers. Got this info from a public site
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Phil Timyan retweeted
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There was a time when many $MNSB shareholders had hopes that something similar would occur with $NACB for Mainstreet and I’m not sure why it didn’t as reliable information indicates it was at least explored.
ODNB Financial Corporation and National Capital Bancorp, Inc. Announce Merger of Equals Creating a Top Tier Community Bank Headquartered in Washington, D.C. with Approximately $2.4 Billion in Total Assets
prnewswire.com/news-releases…
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Phil Timyan retweeted
Jun 4
I have the receipts...
x.com/chasesfish/status/2058…
May 25
Receipts from a May 2022 email.
Important to note they aren't just conservative, they are *very conservative*
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Phil Timyan retweeted
adding a career commercial banker to a bank board? imagine that!!!! well done $SFST
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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.
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May 29
Exchange Bank $EXSR Announces Common Stock Repurchase Program and Declares Second Quarter Cash Dividend
Welcome news from an old friend
open.substack.com/pub/timyan…
- businesswire.com/news/home/2…
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May 29
This is quite accurate. So much waste and petty vindictiveness. Bank Plus had to be recapped twice and Mason was largely responsible.
May 28
@OurBank3 @PhilTimyan I prompted AI for a description of Mark Mason's tenure at Bank Plus...is it accurate or a hallucination?
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Phil Timyan retweeted
May 22
Great history post from community bank advocate and @USNavy submarine vet Jeff Marsico.
May 20
250 Years Later, Remember Captain Nathan Hale. Memorial Day new post: jeff4banks.com/2026/05/memor…
#MemorialDay
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Phil Timyan retweeted
$BCOW either going the hard way or the easy way.
May 19
Wow! wow! wow! > $50 / share. What an amazing premium. Puts other WI banks in play? LRBI, BCOW?
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May 15
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Phil Timyan retweeted
May 15
Hancock Whitney $HWC agreed to buy OFB Bancshares in Orlando, Fla., for $377.6 million in a deal expected to close in the third quarter.
thebankslate.com/2026/05/han…
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Phil Timyan retweeted
May 14
Only 3.8% of banks are above water in their bond books rn
Andy is one of them
May 13
Yes oil prices will increase PPI. Just glad I have a nice ladder going with a fair amount of bonds maturing and loans repricing in the next 12 months.
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Phil Timyan retweeted
May 12
Paint’s all dry.
15 Nov 2024
I started to read $NSTS 3Q, but then I realized some paint was drying on the house next door and rushed over to watch it instead. 43k shares repurchased. May they live through interesting proxy seasons.
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Phil Timyan retweeted
May 13
Bank CEO that operates in urban, suburban and rural markets stated that most of the deposit exception pricing is coming from rural markets. Meaning retirees are feeling the cost of living pinch, or they are now comfortable going to a competitor with no nearby branches.
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May 13
Brookfield Bancshares to acquire Chicago-area bank $NSTS banknews.com/chronicles/broo… #
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Phil Timyan retweeted
May 12
My firm represented Mascoma Bank in this strategic combination. ->2 New England community banks to unite under mutual holding company – VermontBiz | S&P Global Market Intelligence spglobal.com/market-intellig…
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Phil Timyan retweeted
May 11
The proposed Augustus Bank has received conditional OCC approval.
Press release says that "Co-Founder Ferdinand Dabitz will become the youngest CEO of a federally chartered bank in modern American history."
prnewswire.com/news-releases…
21 Dec 2025
Another potentially interesting new bank charter application. Based on the names of the organizers, this one appears to be associated with the people behind the German fintech Ivy. It also includes a few other familiar names texaspublicnotices.com/(S(ma…
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Phil Timyan retweeted
May 9
As a smaller bank we aren’t overly sophisticated in our social media marketing…but that doesn’t mean we’re sleepy!
I am awfully dang proud of what we’ve accomplished so far this year at PSB…and we are just getting started! Our best is yet to come!
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