Quarterlytics / Financial Services / Banks - Regional / Shore Bancshares, Inc.

Shore Bancshares, Inc.

shbi · NASDAQ Financial Services
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Ticker shbi
Exchange NASDAQ
Sector Financial Services
Industry Banks - Regional
Employees 584
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FY2012 Annual Report · Shore Bancshares, Inc.
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Selected Financial Data

    _______ ________________________________________
(Dollars in thousands, except per share data) 
2008 
____________________________________________________________________________________________

2012 

2010 

2011 

2009 

            Years Ended December 31,

RESULTS OF OPERATIONS: 
 $61,474 
Interest income 
  21,555 
Interest expense 
39,919 
Net interest income 
    3,337 
Provision for credit losses 
36,582
Net interest income after provision for credit losses 
20,350
Noninterest income 
  38,370
Noninterest expense 
18,562
(Loss) income before income taxes 
    7,092
Income tax (benefit) expense 
11,470
Net (loss) income 
          —
Preferred stock dividends and discount accretion 
Net (loss) income available to common shareholders  
 $11,470
                                                                                            __________________________________________________

$50,852     $55,461 
12,822 
11,088    
42,639 
39,764 
 21,119 
19,470   
21,520 
20,294 
18,041 
17,318 
 41,720 
39,167   
(2,159) 
(1,555) 
    (492) 
    (658)    
  (1,667) 
(897) 
         — 
         — 
  $(1,667) 
$(897) 

$45,901 
 10,562 
35,339 
27,745 
7,594 
15,758 
39,555 
(16,203) 
(6,565) 
(9,638) 
         — 
$ (9,638) 

$58,789 
  17,411 
41,378 
    8,986 
32,392 
19,541 
  40,248 
11,685 
    4,412 
7,273 
  1,876  
   $5,397 

PER COMMON SHARE DATA:
Net (loss) income – basic 
Net (loss) income – diluted 
Dividends paid 
Book value (at year end) 
Tangible book value (at year end)1 

FINANCIAL CONDITION (at year end):
Loans 
Assets 
Deposits 
Long-term debt 
Stockholders’ equity 

$(1.14) 
(1.14) 
0.01 
13.48 
11.56 

$(0.11) 
(0.11) 
0.09 
14.34 
12.37 

$(0.20) 
(0.20) 
0.24 
14.51 
12.32 

$0.64 
0.64 
0.64 
15.18 
12.64 

$1.37
1.37
0.64
15.16
12.55

$  785,082  $  841,050  $  895,404  $  916,557  $  888,528
1,185,807  1,158,193  1,130,311  1,156,516  1,044,641
845,371
1,049,273  1,009,919 
7,947
455 
127,385
121,249 

990,937 
1,429 
127,810 

979,516 
932 
122,513 

— 
114,026 

PERFORMANCE RATIOS (for the year):
Return on average total assets 
Return on average stockholders’ equity 
Net interest margin 
Efficiency ratio2 
Dividend payout ratio 
Average stockholders’ equity to average total assets 

  (0.82)% 
(8.07)% 
3.23% 
77.17% 
(0.88)% 
10.18% 

(0.08)% 
(0.74)% 
3.74% 
68.35% 

  (0.15)% 
(1.33)% 
4.02% 
68.75% 
(81.82)%  (120.00)% 
11.05% 

10.66% 

0.48% 
4.00% 
3.90% 
66.07% 
100.00% 
11.96% 

1.13% 
9.22%
4.23%
63.66%
46.72%
12.30%

1 Total stockholders’ equity, net of goodwill and other intangible assets, divided by the number of shares of common stock outstanding at year end.
2 Noninterest expense as a percentage of total revenue (net interest income plus total noninterest income).  Lower ratios indicate improved productivity.

  
                                                                                            
 
 
   
 
 
 
 
Letter to Shareholders

To Our Shareholders,

A year ago, when we closed 2011 and wrote 
our annual message to shareholders, our 
comments included: 

 “We expect to devote the majority of our 
efforts in 2012 toward further improvement 
of credit quality and the improvement of 
earnings.” 

“On the credit quality side, this will involve 
closely monitoring the health of existing 
credits, continuing to focus intensely on 
prudent loan workouts, and reducing the level 
of nonperforming assets on our balance sheet 
through orderly liquidation of loan collateral 
and other real estate owned.”

“As for the improvement of earnings, we have 
undertaken a variety of business development 
initiatives planned to attract selected new 
relationships, originate quality loans to reverse 
the decline in the loan portfolio, and grow 
deposit share. We have realigned key team 
leaders and other personnel to proactively 
conduct new business development, as we 
clearly recognize there are solid opportunities 
across our footprint, even in this environment, 
for our organization as the dominant 
independent banking company on the 
Delmarva Peninsula.”

So, how well did we deliver on what we said 
we expected to do?

• We significantly reduced troubled assets 
(loans) and bank-owned real estate that 
we have foreclosed upon by writing off 
approximately $26 million during 2012, 
bringing the total during this multi-year 
Delmarva real estate downturn to about 
$63 million since 2010. Our historically 
strong capital levels resulting from our 
hallmark conservative balance sheet 
management enabled the company to 
absorb necessary write-downs and to dispose 
of nonperforming loans. Our capital ratios 
remain strong, with Tier 1 Leverage and Total 
Risk-Based ratios of 8.32% and 13.32% at year-
end. Both are substantially above the levels 
required to be considered “well capitalized” 
as defined by the regulatory authorities.

development, construction, housing sales, 
and real estate maintenance. Still, we are 
quite confident that our company will 
emerge from this unprecedented cycle 
as the ongoing dominant financial 
institution across our geographic 
footprint. We have the capital strength, 
the management talent—with a good 
succession plan, the leading market 
share, and the long-standing reputation 
needed to prevail as the dominant and 
most successful financial services 
provider locally headquartered in the 
Delmarva region. 

We appreciate the support and confidence 
of all of our loyal shareholders.

Sincerely, 

W. Moorhead Vermilye

Christopher F. Spurry

• In terms of improving earnings, we 
made a major decision late in the fourth 
quarter to incur the cost of terminating a 
portion of an interest rate cap instrument, 
as reported in our year-end earnings 
press release. This action will contribute 
to an ongoing improvement in the 
net interest margin of our banking 
operations beginning in the first quarter 
of 2013 and continuing thereafter. 
Restoring the margin to historical levels 
in our lead subsidiary Talbot Bank will be 
meaningful in increasing net income. 

• On controlling the expense side of the 
income statement, we have been closely-
focused. There have been no senior 
executive bonuses paid, pay raises given 
to employees were modest—where 
deserved, director fees have been capped 
and to further contain costs, open but 
non-critical positions remain unfilled. 
We continue to assess a variety of other 
cost-containment options as we move 
into 2013.

Our operating environment remains 
challenging. Adverse external circum-
stances and unpredictable variables—the 
factors beyond our control, continue to 
resist improvement. Everyone recognizes 
the uncertainty associated with the future 
of the national economy, but there are 
unique factors affecting the Delmarva 
micro-economy. These revolve around 
commercial and residential real-estate 

W. Moorhead Vermilye
Chief Executive Officer

Christopher F. Spurry
Chairman of the Board

Lloyd L. “Scott” Beatty, Jr.
President and COO

 
SHORE BANCSHARES, INC. 

BANKING

INSURANCE

HERBERT L. ANDREW, III
Farmer

BLENDA W. ARMISTEAD
Investor

LLOYD L. “SCOTT” BEATTY, JR.
President and COO, Shore Bancshares, Inc.

WILLIAM W. “BUCk” DUNCAN
Retired Bank Executive

JAMES A. JUDGE
Certified Public Accountant, Anthony, Judge & Ware, LLC 

NEIL R. LECOMPTE
Certified Public Accountant, Office of Neil R. LeCompte

FRANk E. MASON, II
President and CEO, JASCO

DAVID J. BATES
Investor

CHRISTOPHER F. SPURRY
Chairman, President, Spurry and Associates, Inc.

F. WINFIELD TRICE, JR.
President and CEO, CNB 

W. MOORHEAD VERMILYE
Chief Executive Officer, Shore Bancshares, Inc.

JOHN H. WILSON
President, Coastal South of MD, Inc.

Officers
W. Moorhead Vermilye 
Lloyd L. “Scott” Beatty, Jr. 
George S. Rapp 
W. David Morse 
Andrea G. Bayline 
Timothy J. Berrigan 

Pamela J. Dill 

Debra H. Rich 

Chief Executive Officer
President and COO 
Vice President and CFO 
Secretary and Legal Counsel
Vice President, Internal Audit 
Vice President and 
Chief Information Officer 
Vice President and 
Chief Human Relations Officer 
Vice President and 
Chief Project Officer

THE TALBOT BANK OF EASTON, 
MARYLAND

HERBERT L. ANDREW, III, Chairman
BLENDA W. ARMISTEAD
LLOYD L. “SCOTT” BEATTY, JR.
CAROLE ANN CLEM
R. MICHAEL CLEMMER, JR.
JOHN W. DILLON
DAVID A. FIkE 
DUANE F. MARSHALL 
STEPHEN M. SHEARER 
CHRISTOPHER F. SPURRY
DAVID P. VALLIANT
W. MOORHEAD VERMILYE

Officers
Patrick M.Bilbrough  
kevin Moran  

Susan E. Leaverton  
Laura P. Heikes 

President and CEO
Senior Vice President 
and SLO
Vice President and CFO
Vice President and 
Branch Administration  
Officer 

CNB

ANN B. COLLIER 
MARk M. FREESTATE 
THOMAS k. HELFENBEIN
JAMES A. JUDGE
CLYDE V. kELLY, III
NEIL R. LeCOMPTE
DAVID W. MOORE
JERRY F. PIERSON
WM. MAURICE SANGER, Chairman
JEFFREY E. THOMPSON
F. WINFIELD TRICE, JR.
MARY ELLEN VALLIANT

Officers
F. Winfield Trice, Jr.  
Thomas E. Beery  

Charles E. Ruch, Jr. 

Edward C. Allen 
Donna J. Stevens 

President and CEO
Senior Vice President 
and SLO
Senior Vice President   
and SCO
Vice President and CFO
SeniorVice President and 
Senior Operations and  
Compliance Officer

THE AVON-DIXON AGENCY, LLC
ELLIOTT WILSON INSURANCE, LLC
JACK MARTIN & ASSOCIATES, INC.  

LLOYD L. “SCOTT” BEATTY, JR.
JAMES “DICk” DEERIN, JR.
MARk M. FREESTATE
MARY ANN HENkER
WILLIAM L. LANE, JR., Chairman
DAVID C. LEE
EDWARD “NED” McDONALD
GEORGE T. MORAN
RICHARD C. TRIPPE, JR.
MORGAN WELLS
JOHN H. WILSON

Officer
Richard C. Trippe, Jr. 

President and CEO

TRI-STATE GENERAL INSURANCE 
AGENCY, LTD. 

Officers
Edward A. Dickerson, III 
Lloyd L. “Scott” Beatty, Jr. 
Brenda Dickerson 
Jodi Swift 

President
Secretary
Executive Vice President
Operations Manager

INVESTMENTS

WYE FINANCIAL & TRUST  
A DIVISION OF CNB 

Officer
Elizabeth Spurry 

Senior Vice President

From top of staircase, left to right: 
Herbert L. Andrew, III, Frank E. Mason, III, John H. Wilson, James A. Judge, Christopher F. Spurry, Neil R. LeCompte, F. Winfield Trice, Jr., 
Lloyd L. “Scott” Beatty, Jr., David J. Bates, Blenda W. Armistead, William W. “Buck” Duncan, W. Moorhead Vermilye

Photo: The Tidewater Inn in Historic Easton, Maryland

 
 
 
 
 
 
 
 
 
 
 
 
 
 
Shore Bancshares, Inc.

Executive Office
18 East Dover Street
Easton, MD 21601
Phone (410) 763-7800
Fax  (410) 820-4238

Headquarters
28969 Information Lane
Easton, MD 21601
Phone (410) 763-7800
Fax (410) 822-8893 
www.shbi.com

Banking

Insurance

THE TALBOT BANK OF 
EASTON, MARYLAND
18 East Dover Street
Easton, MD 21601
Phone (410) 822-1400
Fax (410) 820-7180 
www.talbot-bank.com 

CNB 
109 N. Commerce Street 
Centreville, MD 21617
Phone (410) 758-1600 
Fax (410) 758-2364 
www.cnb-bank.com

THE AVON-DIXON AGENCY, LLC 
106 N. Harrison Street
Easton, MD 21601
Phone (410) 822-0506 
Fax (410) 820-5629 
www.avondixon.com 

ELLIOTT WILSON INSURANCE, LLC
106 N. Harrison Street
Easton, MD 21601
Phone (410) 820-7797
Fax (410) 820-7754 
www.elliottwilsonins.com

JACK MARTIN & ASSOCIATES, INC.
135 Old Solomon’s Island Road
Annapolis, MD 21401
Phone (410) 626-1000
Fax (410) 626-9966
www.jackmartin.com

TRI-STATE GENERAL INSURANCE 
AGENCY, LTD.
One Plaza East, 4th Floor
Salisbury, MD 21802
Phone (410) 546-1255
Fax (800) 518-1904
www.tsgia.com

Investments

WYE FINANCIAL & TRUST 
16 N. Washington Street
Easton, MD 21601
Phone (410) 763-8543
Fax (410) 763-8557
www.wyefinancialandtrust.com 

TRANSFER AGENT 
Registrar & Transfer Company
10 Commerce Drive
Cranford, New Jersey 07016
Investor Relations: (800) 368-5948
E-mail for investor inquiries: info@rtco.com
www.rtco.com

NASDAQ:SHBI