FAIR VALUE MEASUREMENTS
The following tables present the Company’s financial assets and liabilities that are measured at fair value on a recurring basis by fair value hierarchy level at the dates presented:
December 31, 2025
(Dollars in Thousands)Carrying ValueQuoted Prices In Active Markets for Identical Assets (Level 1)Significant Other Observable Inputs (Level 2)Significant Unobservable Inputs (Level 3)
Assets
Securities Available-for-Sale:
U.S. Government Agency Securities$19,375 $— $19,375 $ 
Residential Mortgage-Backed Securities76,773 — 76,773  
Commercial Mortgage-Backed Securities25,122 — 25,122  
Other Commercial Mortgage-Backed Securities24,254 — 24,254  
Asset Backed Securities 94,797 — 94,797  
Collateralized Mortgage Obligations161,820 — 161,820 — 
States and Political Subdivisions234,224 — 234,224  
Corporate Notes55,247 — 51,967 3,280 
Total Securities Available-for-Sale691,612 — 688,332 3,280 
Equity Securities10,291 10,291 —  
Derivatives10,182 — 10,182  
Total$712,085 $10,291 $698,514 $3,280 
Liabilities
Derivatives$10,089 $— $10,089 $— 
Total$10,089 $ $10,089 $ 
December 31, 2024
(Dollars in Thousands)Carrying ValueQuoted Prices In Active Markets for Identical Assets (Level 1)Significant Other Observable Inputs (Level 2)Significant Unobservable Inputs (Level 3)
Assets
Securities Available-for-Sale:
U.S. Government Agency Securities$26,950 $— $26,950 $— 
Residential Mortgage-Backed Securities96,153 — 96,153 — 
Commercial Mortgage-Backed Securities21,587 — 21,587 — 
Other Commercial Mortgage-Backed Securities21,970 — 21,970 — 
Asset Backed Securities118,521 — 118,521 — 
Collateralized Mortgage Obligations148,588 — 148,588 — 
States and Political Subdivisions221,181 — 221,181 — 
Corporate Notes63,450 — 55,692 7,758 
Total Securities Available-for-Sale718,400 — 710,642 7,758 
Equity Securities10,041 10,041 — — 
Portfolio Loan Pool Subject to Fair Value Hedge622 — 622 — 
Derivatives17,356 — 17,356 — 
Total$746,419 $10,041 $728,620 $7,758 
Liabilities
Derivatives$17,710 $— $17,710 $— 
Total$17,710 $ $17,710 $ 
The Company invests in subordinated debt securities issued by other financial institutions that are classified as Corporate Notes in the tables above. At December 31, 2025, the Company held one such security with an aggregate fair value of $3.3 million, compared to two securities with an aggregate fair value of $7.8 million at December 31, 2024 that were classified within Level 3 of the fair value hierarchy due to the absence of observable market inputs and limited trading activity. The decrease of $4.5 million in the fair value of Level 3 classified Corporate Notes in the tables above between December 31, 2024 and December 31, 2025 was primarily attributable to the issuer’s call and subsequent redemption of one subordinated debt security with a principal balance of $5.0 million during the fourth quarter of 2025.
The fair value of these Level 3 securities is estimated by benchmarking to similar instruments with observable market data classified as Level 2. Valuation techniques incorporate comparable financial ratio analysis and qualitative assessments specific to the industry in which the underlying issuers operate. Key factors considered include capital adequacy, asset quality trends, management effectiveness, core earnings capacity, liquidity profile, and on and off-balance sheet interest rate exposures.
Financial assets measured at fair value on a nonrecurring basis at December 31, 2025 and 2024 are summarized below:
December 31, 2025
(Dollars in Thousands)Level 1Level 2Level 3Fair Value
OREO$— $— $142 $142 
Individually Evaluated Loans$— $— $22,809 $22,809 
December 31, 2024
(Dollars in Thousands)Level 1Level 2Level 3Fair Value
OREO$— $— $659 $659 
Individually Evaluated Loans$— $— $579 $579 
The Company had three IELs totaling $22.8 million that were measured at fair value on a nonrecurring basis at December 31, 2025, compared to one totaling $0.6 million at December 31, 2024.
The Company’s largest credit relationship is classified as an IEL with a net carrying amount of $196.0 million at December 31, 2025, compared to $221.7 million at December 31, 2024. In estimating fair value, management utilized DCF techniques incorporating various assumptions related to the timing and amount of expected recoveries under multiple collection scenarios.
These valuation techniques resulted in a valuation allowance of $18.0 million at December 31, 2025, compared to $30.3 million at December 31, 2024.
OREO, which is measured at the lower of carrying amount or fair value less costs to sell, had a net carrying amount of $0.1 million as of December 31, 2025, compared to $0.7 million at December 31, 2024. The decrease was primarily attributable to property sales during 2025. OREO write-downs of $0.5 million were recorded during the year ended December 31, 2025, compared to $0.2 million of write-downs recorded during the year ended December 31, 2024.
The following tables summarize the Company’s assets that were measured at fair value on a nonrecurring basis as of December 31, 2025 and 2024:
December 31, 2025
(Dollars in Thousands)Fair ValueValuation TechniqueUnobservable InputsWeighted RangeAverage
Assets
Individually Evaluated Loans$22,809 AppraisalsEstimated Selling Costs3.5%—%6.0%5.9 %
Total Individually Evaluated Loans$22,809 
OREO142 Discounted Internal ValuationsManagement's Subjective Discount5.0%5.0 %
Total OREO$142 
December 31, 2024
(Dollars in Thousands)Fair ValueValuation TechniqueUnobservable InputsWeighted RangeAverage
Assets
Individually Evaluated Loans$579 Discounted AppraisalsEstimated Selling Costs3.5%3.5 %
Total Individually Evaluated Loans$579 
OREO$143 Internal ValuationsEstimated Selling Costs5.0%5.0 %
OREO516 Discounted Internal ValuationsManagement’s Subject Discount 0.0%24.0%24.0 %
Total OREO$659 
A baseline discount rate has been established for use in impairment and fair value measurements. This baseline rate was developed through back-testing against historical OREO sales and reflects an average recovery rate based on transaction size and asset type within the population analyzed. Management considers the specific facts and circumstances of each IEL and may apply judgment to adjust the baseline discount rate when appropriate.
The carrying values and estimated fair values of the Company’s financial instruments at December 31, 2025 and December 31, 2024 are presented in the accompanying tables. Fair values are estimated in accordance with the exit price notion under ASU 2016-01, Recognition and Measurement of Financial Assets and Financial Liabilities. In accordance with U.S. GAAP, the Company is required to disclose the estimated fair value of financial instruments carried at amortized cost when quoted market prices are not readily available.
Estimated fair values are derived using present value techniques or other valuation methodologies and are significantly affected by the assumptions applied, including discount rates and expected future cash flows. Because these estimates are based on models and assumptions rather than observable market transactions, they may not be realized upon immediate settlement. Accordingly, the aggregate fair values presented do not necessarily represent the underlying value of the Company.
Fair Value Measurements at December 31, 2025
(Dollars in Thousands)Carrying ValueLevel 1Level 2Level 3Total
Financial Assets:
Cash and Cash Equivalents$105,163 $36,936 $68,227 $— $105,163 
Securities Available-for-Sale691,612 — 688,332 3,280 691,612 
Equity Securities10,291 10,291 — — 10,291 
Loans Held-for-Sale339 — — 339 339 
Portfolio Loans, net3,808,069 — — 3,711,795 3,711,795 
Other Restricted Stock, at Cost16,830 — — NANA
Other Assets- Interest Rate Derivatives10,182 — 10,182 — 10,182 
Accrued Interest Receivable17,797 — 3,683 14,114 17,797 
Financial Liabilities:
Deposits$4,210,889 $620,473 $1,688,317 $1,917,786 $4,226,576 
Other Liabilities- Interest Rate Derivatives10,089 — 10,089 — 10,089 
FHLB Borrowings178,500 — — 178,552 178,552 
Accrued Interest Payable6,971 — — 6,971 6,971 
Fair Value Measurements at December 31, 2024
(Dollars in Thousands)Carrying ValueLevel 1Level 2Level 3Total
Financial Assets:
Cash and Cash Equivalents$131,171 $39,608 $91,563 $— $131,171 
Securities Available-for-Sale718,400 — 710,642 7,758 718,400 
Equity Securities10,041 10,041 — — 10,041 
Portfolio Loans, net3,549,226 — — 3,379,192 3,379,192 
Federal Home Loan Bank Stock, at Cost6,487 — — NANA
Other Assets- Interest Rate Derivatives17,356 — 17,356 — 17,356 
Accrued Interest Receivable17,842 — 4,406 13,436 17,842 
Financial Liabilities:
Deposits$4,153,421 $634,436 $1,594,615 $1,937,914 $4,166,965 
Other Liabilities- Interest Rate Derivatives17,710 — 17,710 — 17,710 
FHLB Borrowings70,000 — — 69,604 69,604 
Accrued Interest Payable8,218 — 8,213 8,218 

Historical Timeline

Fiscal YearFiled
2025Mar 5, 2026Showing above
2024Mar 7, 2025
2023Mar 8, 2024
2022Mar 10, 2023
2021Mar 11, 2022

About Fair Value Disclosures

Fair value disclosures classify all assets and liabilities measured at fair value into a three-level hierarchy: Level 1 (quoted market prices), Level 2 (observable inputs like yield curves), and Level 3 (unobservable inputs requiring management estimates). The proportion of Level 3 assets directly reflects how much of the balance sheet depends on internal models rather than market evidence.

Key signals: a growing Level 3 balance relative to total fair-value assets increases valuation uncertainty and earnings volatility risk. Watch for transfers between levels — assets moving from Level 2 to Level 3 often signal deteriorating market liquidity. Unrealized gains and losses on Level 3 positions flow through earnings or other comprehensive income, so large swings deserve scrutiny. For financial institutions, examine the sensitivity disclosures that show how Level 3 valuations change under alternative assumptions. Compare the fair value of debt against its carrying amount to gauge hidden leverage.