OLD NATIONAL BANCORP /IN/ (ONB) SEC Filings, Jul 8-31, 2026

Old National Bancorp (ONB) has a notice of proposed sale of common stock filed through Morgan Stanley Smith Barney LLC’s Executive Financial Services unit. The notice covers multiple lots of restricted stock originally acquired from the issuer on 03/01/2025, 03/02/2025, and 03/01/2026, including blocks of 1,696, 1,867, 1,950, 1,478, 1,318, 1,525, and 1,937 shares. The securities are listed as common stock on NASDAQ, with the filing dated for potential sales around 07/30/2026.

Old National Bancorp Chief Legal Officer & Corporate Secretary Nicholas J. Chulos sold 20,000 shares of common stock on July 28, 2026 at $26.6596 per share, leaving 53,544 shares held directly. The sale is described as for estate planning and portfolio diversification, and he also reports indirect holdings in an ONB 401(k) plan and family trusts.

Old National Bancorp reported stronger results for the quarter ended June 30, 2026. Net income was $253,414 compared with $125,408 a year earlier, and net income applicable to common shareholders was $249,381, or $0.65 per diluted share versus $0.34 in the prior-year quarter. Net interest income rose to $578,988, the provision for credit losses declined to $36,206 from $106,835, and noninterest income increased to $153,564.

For the first six months of 2026, net income was $487,086 versus $270,067 in the prior-year period on net interest income of $1,151,561. Total assets were $74,189,417 as of June 30, 2026, including net loans of $50,192,073 and deposits of $56,146,770; shareholders’ equity was $8,583,843, with accumulated other comprehensive loss of $558,141 reflecting unrealized gains and losses on securities and hedges. Results incorporate the acquired Bremer Financial operations completed May 1, 2025, for which Old National paid total consideration of $1,347,895 and received $443,236 of net proceeds from physically settled forward equity sale agreements.

ONB has a notice of proposed sale of up to 20,000 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services. The shares have an aggregate market value of $533,192.00 and are listed on NASDAQ, with a proposed sale date of July 28, 2026.

The 20,000 shares relate to equity awards granted by the issuer, including Restricted Stock granted on March 1, 2025 (8,002 shares), March 2, 2025 (1,707 shares), March 1, 2026 (6,440 shares), and Performance Shares granted on March 15, 2026 (3,851 shares). Approximately 386,373,000 shares of common stock were outstanding.

Old National Bancorp reported record second quarter 2026 net income applicable to common shares of $249.4 million, or $0.65 per diluted share; record adjusted net income was $250.4 million and adjusted EPS was also $0.65. Net interest income on a fully taxable equivalent basis was $586.5 million with a 3.54% net interest margin. Total noninterest income was $153.6 million, including a $13.2 million pre-tax pension gain, while noninterest expense was $372.2 million, producing record efficiency and adjusted efficiency ratios of 47.0% and 45.2% and an adjusted ROATCE of 19.9%.

Period-end loans were $50.8 billion, up $1.0 billion or 8.3% annualized, and period-end deposits were $56.1 billion, yielding a 91% loan-to-deposit ratio. Credit metrics remained stable, with net charge-offs at 0.26% of average loans, 30+ day delinquencies at 0.29% of loans, nonaccrual loans at 0.91% of loans, and an allowance for credit losses of $612.0 million, or 1.21% of total loans. Preliminary Tier 1 common equity and total risk-based capital ratios were 11.09% and 13.65%, respectively.

Old National repurchased $107 million, or 4.4 million shares, of common stock and paid $56 million of common dividends for a combined payout ratio of 65%. The company also created an Operating Group within its Executive Leadership Team, added four senior leaders, and moved Rafael Sanchez to the new role of Chief Government and Corporate Affairs Officer.

Old National Bancorp, as an institutional investment manager, submitted a Form 13F holdings report listing 990 reportable positions. The Form 13F Information Table Value Total was $5,024,000,274. The report lists no other included managers, indicating Old National Bancorp is the sole reporting manager for these holdings.

OLD NATIONAL BANCORP Chairman and CEO James C. Ryan III reported updated holdings of the company’s common stock. The filing shows a small J-code transaction of 24 shares at $24.605 per share, after which his direct ownership stands at 958,389 shares.

In addition, he holds 1,779 shares indirectly through the ONB Employee Stock Ownership and Savings Plan 401(k) and 2,730 shares through an IRA as of the same date. Footnotes note shares acquired under the Employee Stock Purchase Plan and 10 shares added via dividend reinvestment in the 401(k) plan between March 17, 2026 and June 15, 2026.

OLD NATIONAL BANCORP executive Chady M. Alahmar, CEO of Wealth Management, reported an internal share transaction involving 73 shares of common stock at $24.605 per share. The footnote explains these shares were acquired through the Old National Bancorp Employee Stock Purchase Plan, a routine, exempt compensation-related program. Following this activity, his directly held stake is 75,302 common shares.

OLD NATIONAL BANCORP chief risk officer Scott J. Evernham reported an "other" common stock transaction involving 37 shares at $24.605 per share. Following this event, he directly holds 149,303 common shares. He also reports indirect holdings of 200 shares each for three custodial accounts for his daughters and 547 shares in the ONB Employee Stock Ownership and Savings Plan 401(k). Footnotes note that some shares were acquired through the Old National Bancorp Employee Stock Purchase Plan and via dividend reinvestment features of ONB stock and retirement plans.