The Exchange Bank
Skiatook, OK FDIC 10672 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.12% -0.00 1.12%
Return on Equity (%) 11.27% -1.42 12.69%
Net Interest Margin (%) 3.89% -0.28 4.16%
Efficiency Ratio (%) 69.44% +0.82 68.62%
Pre-Provision Profit ($M) $1 -0.02 $1
Cost of Funds (%) 1.15% +0.04 1.11%
Balance Sheet
Total Assets ($M) $155 +3.33 $152
Gross Loans ($M) $56 +0.73 $55
Loan Growth YoY (%) 39.23% -0.03 39.26%
Total Deposits ($M) $140 +1.63 $138
Shareholders Equity ($M) $15 +1.76 $13
Tang. Book Value ($M) $15 +1.76 $13
TBV excl. AOCI ($M)** $19 +2.19 $17
Loan / Deposit Ratio (%) 39.23% -0.03 39.26%
Credit Quality
NPA / Total Assets (%) 0.00% -1.52 1.52%
Allowance / Loans (%) 1.61% 0.21% 1.41%
Net Charge-Off Ratio (%) 0.00% -4.20 4.20%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($0.25M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▃▄█▆▅▆▄ Net Interest Margin (%) 3.70% 3.83% 3.93% 4.16% 4.05% 3.98% 3.99% 3.89%
▂▄▁█▃▄▆█ Return on Assets (%) 0.89% 0.95% 0.82% 1.12% 0.91% 0.94% 1.02% 1.12%
█▇▇▁▁▁▁▂ Efficiency Ratio (%) 76.4% 74.8% 74.3% 68.6% 67.7% 68.0% 68.2% 69.4%
▃▁█▅▆▄▆█ Cost of Funds (%) 1.09% 1.05% 1.15% 1.11% 1.13% 1.10% 1.12% 1.15%
▆▆▅▅█▁▁▁ NPA / Assets (%) 1.92% 1.98% 1.64% 1.52% 2.68% 0.09% 0.00% 0.00%
▆▆▅▅█▁▁▁ Net Charge-Off Ratio (%) 5.43% 5.31% 4.21% 4.20% 7.73% 0.26% 0.00% 0.00%
▁▅▂▃▃▆██ Tang. Book Value ($M) $12 $14 $13 $13 $13 $15 $15 $15
▃▅█▆▃▁▄▇ Gross Loans ($M) $53 $54 $57 $55 $53 $52 $54 $56
▆▁▁▇██▆█ Total Deposits ($M) $138 $131 $131 $138 $140 $139 $137 $140
Portfolio Composition — Q1'26
Loan Mix%
Real Estate65%
C&I / Commercial24%
Consumer3%
Other8%
Deposit Mix%
Nonint.-Bearing Demand20%
Interest-Bearing (core)64%
Brokered / Other16%
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