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First United Corp
19 S 2nd St
Phone: 301-3349471p:301-3349471 OAKLAND, MD  21550  United States Ticker: FUNCFUNC
Business Summary
First United Corporation is the parent company of First United Bank & Trust (the Bank), a Maryland trust company with commercial banking powers. The Company's segments include Community Banking, and Trust and Investment Services. The Community Banking segment is conducted through the Bank and involves delivering a broad range of financial products and services, including various loan and deposit products, to consumer, business, and not-for-profit customers. The Trust and Investment Services segment is conducted through the Bank and offers corporate trustee services, trust and estate administration, individual retirement accounts (IRA) administration and custody services. The Bank also owns approximately 99.9% of the limited partnership interests in Liberty Mews Limited Partnership, and a 99.9% non-voting membership interest in MCC FUBT Fund, LLC. The Bank operates approximately 26 banking offices, one customer service center and 33 automated teller machines.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
Yes--Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
9/30/202412/31/2023YesYes---

Industries
SIC Code Description
6021 National commercial banks
6029 Commercial banks, not elsewhere classified
6282 Investment advice
6712 Offices of bank holding companies

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the Board, President, Chief Executive Officer Carissa L.Rodeheaver 58 1/1/2018 1/1/2006
Chief Financial Officer, Senior Vice President, Treasurer, Secretary Tonya K.Sturm 57 1/1/2018 6/1/2015
Chief Operating Officer, Senior Vice President Jason B.Rush 53 5/18/2017 10/15/2008
7 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
FIRST UNITED BANK&TRUST 19 SOUTH SECOND STREET OAKLAND MD US

Business Names
Business Name
First OREO Trust
First United Bank & Trust
First United Statutory Trust I
6 additional Business Names available in full report.

General Information
Number of Employees: 304 (As of 12/31/2023)
Outstanding Shares: 6,468,625 (As of 9/30/2024)
Shareholders: 1,315
Stock Exchange: NASD
Federal Tax Id: 521380770


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Wednesday, November 20, 2024