OAKCOakworth Capital Inc.

About Oakworth Capital Inc. (OAKC)

Oakworth Capital Inc. (OAKC) is a Banks - Regional company headquartered in Mountain Brook, AL, United States whose shares trade over-the-counter on the OTCQX tier.

Oakworth Capital Bank provides commercial and private banking, wealth management and advisory services to successful businesses, families and individuals. Oakworth serves its valued clients across the United States from its offices in Birmingham and Mobile, Alabama, Nashville, Tennessee, and Charlotte, North Carolina.

Products and services

Oakworth Capital, Inc. (the “Company”) is a bank holding company whose business is conducted by its wholly-owned subsidiary, Oakworth Capital Bank (the “Bank”). The Bank is a commercial bank headquartered in Birmingham, Jefferson County, Alabama. The Bank also maintains full-service branch and trust offices in Mobile, Alabama, the metropolitan area of Nashville, Tennessee, and in Charlotte, North Carolina. The Bank provides a full range of banking services in its primary market areas of Jefferson and Mobile, Alabama, Counties, Davidson and Williamson Counties, Tennessee, and Mecklenburg County, North Carolina, as well as the surrounding areas.

OAKC key facts

Ticker symbol

OAKC

Market tier

OTCQX

Sector

Financial Services

Industry

Banks - Regional

Headquarters

Mountain Brook, AL, United States

Country of incorporation

US

Year of incorporation

2013

Employees

160

Estimated market cap

$151.71M (as of Apr 16, 2025)

Shares outstanding

4,990,437

Reporting standard

U.S. Reporting: Bank/Thrift

Audit status

Audited

Fiscal year end

12/31

Latest filing

Annual Report (Dec 31, 2024)

Oakworth Capital Inc. leadership

• Scott B. Reed — CEO
• Forest W. Whatley, Jr. — Sr. Managing Director
• Sam A. Scalici, Jr. — COO
• David M. Driscoll — Managing Director, Chief Information Officer
• John B. Norris V. — Managing Director
• Jenifer G Kimbrough — CFO
• Mary Logan Kelley — Accountant
• Colby Barnett — Controller, Managing Director

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