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Advanced Flower Capital Inc. (AFCG)

USD2.90 +0.03 (+1.05%)
US NASDAQ Real Estate REIT - Diversified
Address 477 S. Rosemary Avenue 33401
West Palm Beach, FL, US
CEO Daniel Neville
IPO 2021-03-19
CIK 1822523 ISIN US00109K1051

Explore sections of this company profile

Description

Advanced Flower Capital Inc. originates, structures, underwrites, invests in, and manages senior secured loans and other types of mortgage loans and debt securities for established companies operating in the cannabis industry. It primarily originates loans structured as senior loans secured by real estate, equipment, cash flows, and licenses and/or other assets of the loan parties to the extent permitted by applicable laws and the regulations governing such loan parties. The company was formerly known as AFC Gamma, Inc. and changed its name to Advanced Flower Capital Inc. in October 2024. Advanced Flower Capital Inc. was incorporated in 2020 and is based in West Palm Beach, Florida.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD2.90 +0.03 (+1.05%)
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Volume Profile
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Liquidity & share structure
Average Volume
214.8K
Beta
0.95
Float Shares
14.72M
Free Float %
62.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.31% +11.38% +26.17% +46.15% -0.92% +13.33% -42.83% -54.38% -79.31% -79.48% -79.48%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (11 ratings, all time) Hold
Price Targets & DCF
Current price
2.90
Low 10.00 +244.8%
Consensus 16.00 +451.7%
Median 13.00 +348.3%
High 25.00 +762.1%
DCF (Unlevered) 8.15 +181.2%
DCF (Levered) 8.15 +181.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 50% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 1 -1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 4
16.38
+464.8%
Quality scores
Altman Z-Score
0.05
Distress
Piotroski F-Score
2 / 9
Weak
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
  • Revenue growth
    -39.7% Q1'26: +41.1% (vs Q1'25)
  • EPS growth
    -218.8% Q1'26: +172.2% (vs Q1'25)
  • FCF margin
    Q1'26: +63.9% (vs Q1'25)
  • EBIT margin
    Q1'26: +140.4% (vs Q1'25)
  • ROIC
    Q1'26: +19.0% (vs Q1'25)
  • Share dilution
    +6.7% Q1'26: +6.4% (vs Q1'25)
  • Debt / EBITDA
    -5.25× Q1'26: 3.67× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.82) × ERP
WACC = 47% × Ke + 53% × Kd (8.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 8.12 Current price: 2.90
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
2 EPS Ana.
Dec 2027
2 Rev. Ana.
2 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
38.08M
est: 37.06M (+2.8%)
71.54M
est: 74.85M (-4.4%)
51.80M
est: 52.61M (-1.5%)
51.90M
est: 54.67M (-5.1%)
31.32M
est: 24.97M (+25.4%)
27.73M
24.19M – 31.26M
+11.1% YoY
32.55M
29.11M – 35.98M
+17.4% YoY
58.95M
52.78M – 67.16M
+81.1% YoY
77.57M
69.45M – 88.36M
+31.6% YoY
EBITDA
38.59M
est: 17.77M (+117.2%)
81.95M
est: 35.89M (+128.3%)
est: 20.35M (-100.0%)
20.65M
est: 21.15M (-2.4%)
-14.53M
est: 9.66M (-250.4%)
10.73M
9.36M – 12.09M
+11.1% YoY
12.59M
11.26M – 13.92M
+17.4% YoY
22.80M
20.42M – 25.98M
+81.1% YoY
30.00M
26.86M – 34.18M
+31.6% YoY
EBIT
22.16M
est: 11.80M (+87.9%)
43.77M
est: 23.83M (+83.7%)
est: 11.87M (-100.0%)
20.65M
est: 12.33M (+67.4%)
-14.53M
est: 5.63M (-358.0%)
6.25M
5.46M – 7.05M
+11.1% YoY
7.34M
6.57M – 8.12M
+17.4% YoY
13.30M
11.91M – 15.15M
+81.1% YoY
17.50M
15.66M – 19.93M
+31.6% YoY
Net Income
21.00M
est: 24.94M (-15.8%)
35.93M
est: 36.35M (-1.2%)
20.95M
est: 14.86M (+41.0%)
16.78M
est: 37.27M (-55.0%)
-20.67M
est: 12.03M (-271.8%)
15.97M
4.76M – 21.31M
+32.7% YoY
19.78M
7.25M – 25.28M
+23.9% YoY
34.76M
30.03M – 41.05M
+75.8% YoY
47.02M
40.62M – 55.52M
+35.3% YoY
SGA
4.96M
est: 9.05M (-45.2%)
6.04M
est: 18.28M (-67.0%)
20.86M
est: 9.19M (+127.0%)
5.53M
est: 9.55M (-42.1%)
4.68M
est: 4.36M (+7.4%)
4.84M
4.22M – 5.46M
+11.1% YoY
5.69M
5.08M – 6.29M
+17.4% YoY
10.30M
9.22M – 11.73M
+81.1% YoY
13.55M
12.13M – 15.43M
+31.6% YoY
EPS
1.28
est: 1.19 (+7.2%)
1.81
est: 1.66 (+9.2%)
1.02
est: 0.73 (+39.8%)
0.78
est: 1.64 (-52.3%)
-0.95
est: 0.54 (-275.9%)
0.59
0.21 – 0.96
+9.3% YoY
0.73
0.33 – 1.13
+23.7% YoY
1.56
1.35 – 1.84
+113.7% YoY
2.11
1.82 – 2.49
+35.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 B 3/5 5/5 1/5 1/5 3/5 1/5 5/5
2026-05-06 B 3/5 5/5 1/5 1/5 3/5 1/5 5/5
2026-05-05 B 3/5 5/5 1/5 1/5 3/5 1/5 5/5
2026-05-04 B 3/5 5/5 1/5 1/5 3/5 1/5 5/5
2026-05-01 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-30 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-29 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-28 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-27 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-24 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-23 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-22 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-21 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-20 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-17 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-16 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5

Owner Earnings

Owner's Earnings (history)

Owner's Earnings history not available.

Owner alignment
Owner's Earnings TTM
OE per share TTM
Owner's Yield
Maintenance CapEx ratio
Maint CapEx / Avg PPE

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
6
Total invested
95.5K
Insider transactions (90d)
0
Beneficial owners (>5%)
12
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Leonard M. Tannenbaum 4.75M 32.20% 4.75M 4.75M IN 2021-04-02
2 (1) BlackRock, Inc. 1.42M 6.90% 1.39M 1.42M HC Delaware 2024-01-26
3 Citigroup Financial Products Inc. 904.5K 5.50% 904.5K 904.5K CO 2022-02-04
4 Citigroup Global Markets Holdings Inc. 904.5K 5.50% 904.5K 904.5K HC 2022-02-04
5 Citigroup Global Markets Inc. 904.5K 5.50% 904.5K 904.5K BD 2022-02-04
6 Citigroup Inc. 904.5K 5.50% 904.5K 904.5K HC 2022-02-04
7 Jonathan Kalikow 673.5K 5.00% 5.0K 668.5K 5.0K 668.5K IN 2021-04-02
8 GRE Lending Opportunities LLC 668.5K 5.00% 668.5K 668.5K CO 2021-04-02
9 Gamma Lending Holdco LLC 668.5K 5.00% 668.5K 668.5K CO 2021-04-02
10 Gamma Lending Opportunities LP 668.5K 5.00% 668.5K 668.5K PN 2021-04-02
11 Gamma Real Estate LLC 668.5K 5.00% 668.5K 668.5K CO 2021-04-02
12 N. Richard Kalikow 668.5K 5.00% 668.5K 668.5K IN 2021-04-02

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
6
-64 vs prev Q
New positions
2
Closed positions
63
Increased
3
Reduced
2
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 1.35M -8.2K (-0.6%) 3.86M -1.4M (-26.0%) 6.12% -0.037 pp 0.00% +0.000 pp USD9.94 -71.3% 6 qtrs
2 VANGUARD GROUP INC 936.2K +20.0K (+2.2%) 2.67M -840.7K (-24.0%) 4.23% +0.091 pp 0.00% +0.000 pp USD12.57 -77.3% 19 qtrs
3 STATE STREET CORP 409.7K +20.8K (+5.3%) 1.17M -378.4K (-24.5%) 1.85% +0.094 pp 0.00% +0.000 pp USD11.12 -74.4% 19 qtrs
4 GSA CAPITAL PARTNERS LLP 362.4K +210.3K (+138.3%) 1.03M +450.0K (+77.2%) 1.64% +0.951 pp 0.09% +0.040 pp USD4.46 -36.1% 6 qtrs
5 NORTHERN TRUST CORP 337.6K +6.7K (+2.0%) 962.3K -305.1K (-24.1%) 1.53% +0.030 pp 0.00% +0.000 pp USD8.49 -66.4% 19 qtrs
6 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 205.5K -11.0K (-5.1%) 585.8K -243.5K (-29.4%) 0.93% -0.050 pp 0.00% -0.001 pp USD7.62 -62.6% 7 qtrs
7 MORGAN STANLEY 137.4K -1.1K (-0.8%) 391.7K -139.0K (-26.2%) 0.62% -0.005 pp 0.00% +0.000 pp USD7.37 -61.3% 20 qtrs
8 CITADEL ADVISORS LLC 131.2K +14.4K (+12.3%) 373.9K -73.4K (-16.4%) 0.59% +0.065 pp 0.00% +0.000 pp USD4.01 -28.9% 15 qtrs
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 125.0K -2.6K (-2.0%) 356.3K -132.5K (-27.1%) 0.57% -0.012 pp 0.00% +0.000 pp USD3.83 -25.6% 9 qtrs
10 CAMBRIA INVESTMENT MANAGEMENT, L.P. 110.6K +49.2K (+80.2%) 315.2K +80.1K (+34.1%) 0.50% +0.223 pp 0.02% +0.005 pp USD4.71 -39.5% 14 qtrs
11 D. E. SHAW & CO., INC. 107.2K -47.9K (-30.9%) 305.6K -288.5K (-48.6%) 0.48% -0.217 pp 0.00% 0.000 pp USD9.77 -70.8% 18 qtrs
12 ACADIAN ASSET MANAGEMENT LLC 69.7K -55.5K (-44.4%) 198.0K -281.0K (-58.7%) 0.32% -0.251 pp 0.00% -0.001 pp USD9.02 -68.4% 6 qtrs
13 JANE STREET GROUP, LLC 65.1K +39.8K (+157.3%) 185.5K +88.6K (+91.5%) 0.29% +0.180 pp 0.00% +0.000 pp USD3.23 -11.8% 2 qtrs
14 RENAISSANCE TECHNOLOGIES LLC 58.5K -25.8K (-30.6%) 166.7K -156.1K (-48.4%) 0.26% -0.117 pp 0.00% 0.000 pp USD9.00 -68.3% 19 qtrs
15 ADVISOR GROUP HOLDINGS, INC. 56.4K -2.8K (-4.8%) 160.7K -68.5K (-29.9%) 0.25% -0.013 pp 0.00% 0.000 pp USD4.14 -31.2% 20 qtrs
16 AQR CAPITAL MANAGEMENT LLC 54.3K -31.9K (-37.0%) 154.7K -175.2K (-53.1%) 0.25% -0.144 pp 0.00% 0.000 pp USD4.10 -30.5% 3 qtrs
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 43.8K +24.0 (+0.1%) 124.9K -42.9K (-25.5%) 0.20% +0.000 pp 0.00% +0.000 pp USD12.57 -77.3% 19 qtrs
18 BANK OF NEW YORK MELLON CORP 42.0K -21.8K (-34.2%) 119.7K -124.7K (-51.0%) 0.19% -0.099 pp 0.00% +0.000 pp USD11.89 -76.0% 19 qtrs
19 ALLIANCEBERNSTEIN L.P. 35.8K +— (+0.0%) 102.0K -35.1K (-25.6%) 0.16% +0.000 pp 0.00% +0.000 pp USD7.01 -59.3% 11 qtrs
20 COLONY GROUP, LLC 25.7K -13.0 (-0.1%) 97.7K -1.0K (-1.0%) 0.12% 0.000 pp 0.00% +0.000 pp USD3.83 -25.6% 2 qtrs
21 BRIDGEWAY CAPITAL MANAGEMENT, LLC 34.1K +— (+0.0%) 97.2K -33.4K (-25.6%) 0.15% +0.000 pp 0.00% -0.001 pp USD8.29 -65.6% 12 qtrs
22 GEODE CAPITAL MANAGEMENT, LLC 32.0K +593.0 (+1.9%) 91.2K -29.1K (-24.2%) 0.14% +0.003 pp 0.00% +0.000 pp USD7.70 -63.0% 12 qtrs
23 HIGHTOWER ADVISORS, LLC 27.7K +162.0 (+0.6%) 78.9K -26.5K (-25.1%) 0.13% +0.001 pp 0.00% +0.000 pp USD13.18 -78.4% 19 qtrs
24 BARCLAYS PLC 26.8K +4.2K (+18.7%) 76.4K -154.0K (-66.9%) 0.12% +0.019 pp 0.00% +0.000 pp USD6.65 -57.1% 15 qtrs
25 INVESCO LTD. 26.1K -11.7K (-30.9%) 74.5K -70.4K (-48.6%) 0.12% -0.053 pp 0.00% +0.000 pp USD8.16 -65.1% 13 qtrs
26 SMH CAPITAL ADVISORS INC 26.0K +— (+0.0%) 74.1K -10.4K (-12.3%) 0.12% +0.000 pp 0.15% -0.022 pp USD14.13 -79.8% 19 qtrs
27 CATALYST CAPITAL ADVISORS LLC 26.0K +— (+0.0%) 74.1K -25.5K (-25.6%) 0.12% +0.000 pp 0.00% -0.001 pp USD14.13 -79.8% 19 qtrs
28 RHUMBLINE ADVISERS 25.9K -1.7K (-6.2%) 73.9K -31.9K (-30.2%) 0.12% -0.008 pp 0.00% +0.000 pp USD11.14 -74.4% 17 qtrs
29 NUVEEN, LLC 22.6K +— (+0.0%) 64.4K -22.2K (-25.6%) 0.10% +0.000 pp 0.00% +0.000 pp USD5.57 -48.8% 4 qtrs
30 22.2K +22.2K (+100.0%) 63.4K +63.4K (+100.0%) 0.10% +0.101 pp 0.07% +0.069 pp USD2.85 +0.0% 1 qtrs NEW
31 QUANTINNO CAPITAL MANAGEMENT LP 20.7K -78.7K (-79.2%) 58.9K -321.6K (-84.5%) 0.09% -0.356 pp 0.00% -0.001 pp USD4.17 -31.7% 3 qtrs
32 JPMORGAN CHASE & CO 20.4K -20.9K (-50.6%) 58.2K -99.9K (-63.2%) 0.09% -0.094 pp 0.00% +0.000 pp USD5.31 -46.3% 19 qtrs
33 BANK OF AMERICA CORP /DE/ 20.1K +14.5K (+260.6%) 57.3K +35.9K (+168.3%) 0.09% +0.066 pp 0.00% +0.000 pp USD4.52 -36.9% 19 qtrs
34 WELLS FARGO & COMPANY/MN 19.4K +5.3K (+37.9%) 55.2K +1.4K (+2.6%) 0.09% +0.024 pp 0.00% +0.000 pp USD5.99 -52.4% 14 qtrs
35 DEUTSCHE BANK AG\ 15.8K +15.8K (+100.0%) 45.1K +45.1K (+100.0%) 0.07% +0.072 pp 0.00% +0.000 pp USD2.85 +0.0% 19 qtrs
36 HRT FINANCIAL LP 13.7K +13.7K (+100.0%) 39.0K +39.0K (+100.0%) 0.06% +0.062 pp 0.00% +0.000 pp USD2.85 +0.0% 1 qtrs NEW
37 SPIRE WEALTH MANAGEMENT 8.8K +— (+0.0%) 25.1K -8.6K (-25.6%) 0.04% +0.000 pp 0.00% 0.000 pp USD8.26 -65.5% 13 qtrs
38 NEW YORK STATE COMMON RETIREMENT FUND 6.8K +— (+0.0%) 19.5K -6.7K (-25.6%) 0.03% +0.000 pp 0.00% +0.000 pp USD11.00 -74.1% 19 qtrs
39 RUSSELL INVESTMENTS GROUP, LTD. 6.1K -14.8K (-70.8%) 17.4K -62.5K (-78.2%) 0.03% -0.067 pp 0.00% 0.000 pp USD3.88 -26.5% 8 qtrs
40 BNP PARIBAS ARBITRAGE, SNC 5.6K -296.0 (-5.0%) 16.0K -6.7K (-29.3%) 0.03% -0.001 pp 0.00% +0.000 pp USD5.16 -44.8% 5 qtrs
41 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 5.6K +— (+0.0%) 16.0K -5.5K (-25.6%) 0.03% +0.000 pp 0.00% +0.000 pp USD8.33 -65.8% 5 qtrs
42 NEWBRIDGE FINANCIAL SERVICES GROUP, INC. 5.3K +— (+0.0%) 15.1K -5.2K (-25.6%) 0.02% +0.000 pp 0.00% -0.001 pp USD8.82 -67.7% 15 qtrs
43 CWM, LLC 4.7K -2.9K (-38.7%) 13.0K -16.0K (-55.2%) 0.02% -0.013 pp 0.00% 0.000 pp USD4.17 -31.7% 6 qtrs
44 TOWER RESEARCH CAPITAL LLC (TRC) 3.6K +938.0 (+35.1%) 10.3K +58.0 (+0.6%) 0.02% +0.004 pp 0.00% +0.000 pp USD5.48 -48.0% 19 qtrs
45 STRS OHIO 3.3K +— (+0.0%) 9.4K -3.2K (-25.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD14.45 -80.3% 19 qtrs
46 NISA INVESTMENT ADVISORS, LLC 2.9K +— (+0.0%) 8.4K -3.7K (-30.7%) 0.01% +0.000 pp 0.00% +0.000 pp USD11.74 -75.7% 18 qtrs
47 ROYAL BANK OF CANADA 2.7K -2.1K (-44.0%) 8.0K -10.0K (-55.6%) 0.01% -0.010 pp 0.00% +0.000 pp USD11.77 -75.8% 19 qtrs
48 SIMPLEX TRADING, LLC 2.5K +2.5K (+100.0%) 7.2K +7.2K (+100.0%) 0.01% +0.012 pp 0.00% +0.000 pp USD2.85 +0.0% 3 qtrs
49 UBS GROUP AG 1.7K -5.8K (-77.6%) 4.8K -23.8K (-83.4%) 0.01% -0.026 pp 0.00% +0.000 pp USD9.01 -68.4% 20 qtrs
50 AMERITAS INVESTMENT PARTNERS, INC. 1.6K +— (+0.0%) 4.6K -1.6K (-25.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD11.43 -75.1% 19 qtrs
51 LEGAL & GENERAL GROUP PLC 1.6K +— (+0.0%) 4.5K -1.6K (-25.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD12.26 -76.8% 19 qtrs
52 STERLING CAPITAL MANAGEMENT LLC 1.3K +— (+0.0%) 3.6K -1.2K (-25.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD5.05 -43.6% 6 qtrs
53 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.1K -92.0 (-8.0%) 3.0K -1.4K (-31.6%) 0.00% 0.000 pp 0.00% +0.000 pp USD3.83 -25.6% 19 qtrs
54 EVERSOURCE WEALTH ADVISORS, LLC 840.00 -198.0 (-19.1%) 2.4K -1.6K (-39.8%) 0.00% -0.001 pp 0.00% 0.000 pp USD4.23 -32.6% 5 qtrs
55 AMALGAMATED BANK 542.00 -12.0 (-2.2%) 2.0K +— (+0.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD12.42 -77.1% 16 qtrs
56 FLAGSHIP HARBOR ADVISORS, LLC 479.00 +479.0 (+100.0%) 1.4K +1.4K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD2.85 +0.0% 1 qtrs NEW
57 CITIGROUP INC 392.00 -7.6K (-95.1%) 1.1K -29.5K (-96.4%) 0.00% -0.034 pp 0.00% +0.000 pp USD8.01 -64.4% 19 qtrs
58 WEST FINANCIAL ADVISORS, LLC 225.00 +9.0 (+4.2%) 641.00 -187.0 (-22.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.36 -46.8% 4 qtrs
59 ALLWORTH FINANCIAL LP 129.00 -26.0 (-16.8%) 368.00 -226.0 (-38.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD8.64 -67.0% 14 qtrs
60 PARALLEL ADVISORS, LLC 124.00 +— (+0.0%) 353.00 -122.0 (-25.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.46 -72.8% 14 qtrs
61 TRUVESTMENTS CAPITAL LLC 80.00 +— (+0.0%) 228.00 -78.0 (-25.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.20 -72.1% 18 qtrs
62 QUEST PARTNERS LLC 54.00 +— (+0.0%) 154.00 -53.0 (-25.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.04 -43.5% 5 qtrs
63 GAMMA INVESTING LLC 52.00 +52.0 (+100.0%) 148.00 +148.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.85 +0.0% 9 qtrs
64 TRUE WEALTH DESIGN, LLC 41.00 -66.0 (-61.7%) 117.00 -293.0 (-71.5%) 0.00% 0.000 pp 0.00% 0.000 pp USD4.61 -38.2% 4 qtrs
65 IFP ADVISORS, INC 19.00 -51.0 (-72.9%) 54.00 -214.0 (-79.9%) 0.00% 0.000 pp 0.00% +0.000 pp USD3.95 -27.8% 3 qtrs
66 ROTHSCHILD INVESTMENT LLC 2.00 +2.0 (+100.0%) 6.00 +6.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.50 +14.0% 1 qtrs NEW
67 COVESTOR LTD -295.0 (-100.0%) -1.0K (-100.0%) 0.00% -0.001 pp 0.00% -0.001 pp USD 11 qtrs SOLD
68 CAMPBELL & CO INVESTMENT ADVISER LLC -23.4K (-100.0%) -89.5K (-100.0%) 0.00% -0.106 pp 0.00% -0.007 pp USD 3 qtrs SOLD
69 O'SHAUGHNESSY ASSET MANAGEMENT, LLC -24.3K (-100.0%) -92.9K (-100.0%) 0.00% -0.110 pp 0.00% -0.001 pp USD 9 qtrs SOLD
70 VERSANT CAPITAL MANAGEMENT, INC -2.6K (-100.0%) -10.1K (-100.0%) 0.00% -0.012 pp 0.00% -0.001 pp USD 3 qtrs SOLD
71 GROUP ONE TRADING, L.P. -438.0 (-100.0%) -1.7K (-100.0%) 0.00% -0.002 pp 0.00% +0.000 pp USD 6 qtrs SOLD
72 PNC FINANCIAL SERVICES GROUP, INC. -6.7K (-100.0%) -25.7K (-100.0%) 0.00% -0.030 pp 0.00% +0.000 pp USD 4 qtrs SOLD
73 CLEARSTEAD ADVISORS, LLC -1.0 (-100.0%) -4.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
74 PENSERRA CAPITAL MANAGEMENT LLC -224.9K (-100.0%) -861.0K (-100.0%) 0.00% -1.017 pp 0.00% -0.010 pp USD 20 qtrs SOLD
75 MILLENNIUM MANAGEMENT LLC -20.5K (-100.0%) -78.5K (-100.0%) 0.00% -0.093 pp 0.00% +0.000 pp USD 2 qtrs SOLD
76 MANUFACTURERS LIFE INSURANCE COMPANY, THE -17.4K (-100.0%) -66.6K (-100.0%) 0.00% -0.079 pp 0.00% 0.000 pp USD 17 qtrs SOLD
77 SQUAREPOINT OPS LLC -10.6K (-100.0%) -40.6K (-100.0%) 0.00% -0.048 pp 0.00% +0.000 pp USD 5 qtrs SOLD
78 SRS CAPITAL ADVISORS, INC. -1.4K (-100.0%) -5.3K (-100.0%) 0.00% -0.006 pp 0.00% 0.000 pp USD 3 qtrs SOLD
79 CETERA INVESTMENT ADVISERS -36.7K (-100.0%) -140.7K (-100.0%) 0.00% -0.166 pp 0.00% 0.000 pp USD 12 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
16
Sells
0
Shares acquired
572.1K
Shares disposed
Cash buys
16.00
Cash sales
Net activity
+572,077
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-31 Tannenbaum Robyn Officer P-Purchase A Common Stock 7,000 2.80 19.6K 225,907 D
2026-03-31 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 29,040 2.76 80.2K 6,426,175 D
2026-03-27 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 4,300 2.60 11.2K 6,397,135 D
2026-03-26 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 19,729 2.60 51.3K 6,392,835 D
2026-03-24 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 44,914 2.59 116.3K 6,373,106 D
2026-03-23 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 14,366 2.59 37.2K 6,328,192 D
2026-03-20 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 115,237 2.55 293.9K 6,313,826 D
2026-03-19 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 60,600 2.59 157.0K 6,198,589 D
2026-03-18 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 90,600 2.59 234.7K 6,137,989 D
2026-03-16 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 34,288 2.59 88.8K 6,047,389 D
2026-03-16 SATTELMAIR PETER Officer 0 0.00 0
2026-03-13 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 15,018 2.60 39.0K 6,013,101 D
2026-03-12 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 2,502 2.59 6.5K 5,998,083 D
2026-03-10 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 2,000 2.57 5.1K 5,995,581 D
2026-03-09 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 102,213 2.54 259.6K 5,993,581 D
2026-03-06 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 1,270 2.47 3.1K 5,891,368 D
2026-03-05 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 29,000 2.44 70.8K 5,890,098 D
2026-01-01 AFC Management, LLC 0 0.00 0
2025-12-11 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 25,000 3.05 76.3K 5,861,098 D
2025-12-10 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 20,000 3.03 60.6K 5,836,098 D
2025-12-09 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 24,000 2.83 67.9K 5,816,098 D
2025-12-03 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 46,000 2.94 135.2K 5,792,098 D
2025-12-02 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 39,000 2.87 111.9K 5,746,098 D
2025-12-01 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 15,000 2.88 43.2K 5,707,098 D
2025-11-20 Tannenbaum Robyn Officer A-Award A Common Stock 91,240 2.74 250.0K 218,907 D
2025-11-20 TANNENBAUM LEONARD M Director / 10% Owner A-Award A Common Stock 729,927 2.74 2.00M 5,692,098 D
2025-11-20 SUDNOW MARNIE MIGATZ Director A-Award A Common Stock 5,474 2.74 15.0K 9,511 D
2025-11-20 Neville Daniel Officer A-Award A Common Stock 91,240 2.74 250.0K 317,889 D
2025-11-20 Levy Robert L Director A-Award A Common Stock 5,474 2.74 15.0K 9,511 D
2025-11-20 HARRISON THOMAS L Director A-Award A Common Stock 5,474 2.74 15.0K 24,539 D
2025-11-20 FRANK ALEXANDER C Director A-Award A Common Stock 5,474 2.74 15.0K 16,196 D
2025-11-18 Neville Daniel Officer P-Purchase A Common Stock 17,000 2.81 47.8K 226,649 D
2025-09-08 Neville Daniel Officer P-Purchase A Common Stock 12,388 4.44 55.0K 209,649 D
2025-09-05 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 79,665 4.56 363.3K 4,962,171 D
2025-09-03 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 36,861 4.57 168.5K 4,882,506 D
2025-09-02 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 36,096 4.49 162.1K 4,845,645 D
2025-08-28 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 144,399 4.57 659.9K 4,809,549 D
2025-08-27 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 330,127 4.81 1.59M 4,665,150 D
2025-08-26 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 97,168 4.17 405.2K 4,335,023 D
2025-08-25 Tannenbaum Robyn Officer P-Purchase A Common Stock 4,000 4.13 16.5K 127,667 D
2025-08-25 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 61,862 4.08 252.4K 4,237,855 D
2025-08-25 Neville Daniel Officer P-Purchase A Common Stock 10,000 4.04 40.4K 197,261 D
2025-08-22 Tannenbaum Robyn Officer P-Purchase A Common Stock 2,000 4.10 8.2K 123,667 D
2025-08-22 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 216,117 4.03 871.0K 4,175,993 D
2025-03-28 Neville Daniel Officer P-Purchase A Common Stock 5,000 6.15 30.8K 187,261 D
2025-03-26 Neville Daniel Officer P-Purchase A Common Stock 5,000 6.20 31.0K 182,261 D
2025-03-17 Tannenbaum Robyn Officer P-Purchase A Common Stock 4,000 6.17 24.7K 121,667 D
2025-03-17 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 50,000 6.20 310.0K 3,959,876 D
2025-03-17 Neville Daniel Officer P-Purchase A Common Stock 16,250 6.32 102.7K 177,261 D
2025-03-14 Tannenbaum Robyn Officer P-Purchase A Common Stock 4,000 6.25 25.0K 117,667 D
2025-03-14 TANNENBAUM LEONARD M Director / 10% Owner P-Purchase A Common Stock 32,007 6.52 208.7K 3,909,876 D
2025-03-14 Neville Daniel Officer P-Purchase A Common Stock 30,349 6.52 197.9K 161,011 D
2025-02-25 Tannenbaum Robyn Officer A-Award A Common Stock 47,789 8.37 400.0K 113,667 D
2025-02-25 TANNENBAUM LEONARD M Director / 10% Owner A-Award A Common Stock 95,579 8.37 800.0K 3,877,869 D
2025-02-25 SUDNOW MARNIE MIGATZ Director A-Award A Common Stock 1,792 8.37 15.0K 4,037 D
2025-02-25 Neville Daniel Officer A-Award A Common Stock 47,789 8.37 400.0K 130,662 D
2025-02-25 Levy Robert L Director A-Award A Common Stock 1,792 8.37 15.0K 4,037 D
2025-02-25 Hetzel Brandon Officer A-Award A Common Stock 17,921 8.37 150.0K 40,537 D
2025-02-25 HARRISON THOMAS L Director A-Award A Common Stock 1,792 8.37 15.0K 19,065 D
2025-02-25 FRANK ALEXANDER C Director A-Award A Common Stock 1,792 8.37 15.0K 10,722 D
2024-12-20 Neville Daniel Officer A-Award A Common Stock 82,873 9.05 750.0K 82,873 D
2024-06-06 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 27,500 11.98 329.5K 3,803,473
2024-06-05 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 31,335 12.09 378.8K 3,775,973
2024-01-24 Tannenbaum Robyn Officer A-Award A Common Stock 34,188 11.70 400.0K 65,878
2024-01-24 TANNENBAUM LEONARD M Director / Officer / 10% Owner A-Award A Common Stock 111,111 11.70 1.30M 3,744,638
2024-01-24 SUDNOW MARNIE MIGATZ Director A-Award A Common Stock 1,282 11.70 15.0K 2,245
2024-01-24 Levy Robert L Director A-Award A Common Stock 1,282 11.70 15.0K 2,245
2024-01-24 Hetzel Brandon Officer A-Award A Common Stock 2,136 11.70 25.0K 9,796
2024-01-24 HARRISON THOMAS L Director A-Award A Common Stock 1,282 11.70 15.0K 17,273
2024-01-24 Fagan James C. Director A-Award A Common Stock 1,282 11.70 15.0K 2,441
2024-01-24 FRANK ALEXANDER C Director A-Award A Common Stock 1,282 11.70 15.0K 8,930
2024-01-24 Bond Jodi Hanson Director A-Award A Common Stock 1,282 11.70 15.0K 13,253
2023-11-13 Neville Daniel Officer 0 0.00 0
2023-06-20 Fagan James C. Director A-Award A Common Stock 1,159 0.00 1,159
2023-06-13 Fagan James C. Director I Common Stock 0 0.00 26,520
2023-05-15 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 51,309 10.45 536.2K 3,633,527
2023-05-12 Tannenbaum Robyn Officer P-Purchase A Common Stock 45,000 10.34 465.3K 129,217
2023-05-12 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 45,000 10.34 465.3K 129,217
2023-05-11 Tannenbaum Robyn Officer P-Purchase A Common Stock 87,155 10.02 873.3K 3,502,218
2023-05-11 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 29,217 10.21 298.3K 84,217
2023-03-17 Hetzel Brandon Officer D Common Stock 0 0.00 7,660
2023-03-10 TANNENBAUM LEONARD M Director / Officer / 10% Owner A-Award A Common Stock 25,000 12.89 322.3K 55,000
2023-03-08 Tannenbaum Robyn Officer A-Award A Common Stock 1,000 13.94 13.9K 29,690
2023-03-08 TANNENBAUM LEONARD M Director / Officer / 10% Owner A-Award A Common Stock 1,000 13.94 13.9K 29,690
2023-01-03 Tannenbaum Robyn Director / Officer A-Award A Common Stock 25,690 15.57 400.0K 28,690
2023-01-03 TANNENBAUM LEONARD M Officer A-Award A Common Stock 25,690 15.57 400.0K 28,690
2023-01-03 SUDNOW MARNIE MIGATZ Director A-Award A Common Stock 963 15.57 15.0K 963
2023-01-03 Levy Robert L Director A-Award A Common Stock 963 15.57 15.0K 963
2023-01-03 Kaufman Brett Officer A-Award A Common Stock 3,211 15.57 50.0K 9,211
2023-01-03 Kalikow Jonathan Gilbert Officer A-Award A Common Stock 16,056 15.57 250.0K 21,056
2023-01-03 HARRISON THOMAS L Director A-Award A Common Stock 963 15.57 15.0K 15,991
2023-01-03 FRANK ALEXANDER C Director A-Award A Common Stock 963 15.57 15.0K 7,648
2023-01-03 Bond Jodi Hanson Director A-Award A Common Stock 963 15.57 15.0K 11,971
2022-12-31 Kalikow Jonathan Gilbert Director / Officer I Common Stock 0 0.00 668,500
2022-06-17 TANNENBAUM LEONARD M Officer P-Purchase A Common Stock 5,000 15.85 79.2K 5,000
2022-06-16 Kalikow Jonathan Gilbert Director / Officer P-Purchase A Common Stock 57,600 15.62 899.7K 97,500
2022-05-12 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 1,000 16.88 16.9K 3,000
2022-05-12 Kalikow Jonathan Gilbert Director / Officer P-Purchase A Common Stock 23,900 16.58 396.2K 39,900
2022-05-11 Tannenbaum Robyn Director / Officer P-Purchase A Common Stock 1,000 16.88 16.9K 3,000
2022-05-11 TANNENBAUM LEONARD M Officer P-Purchase A Common Stock 21,183 15.80 334.8K 3,363,683
2022-05-11 Kaufman Brett Officer P-Purchase A Common Stock 3,000 16.70 50.1K 6,000
2022-05-11 Kalikow Jonathan Gilbert Director / Officer P-Purchase A Common Stock 16,000 16.17 258.8K 16,000
2022-03-18 Kaufman Brett Officer P-Purchase A Common Stock 2,000 19.27 38.5K 3,000
2022-02-02 SUDNOW MARNIE MIGATZ Director A-Award A Stock Option (right to buy) 5,000 20.08 100.4K 5,000
2022-01-31 SUDNOW MARNIE MIGATZ Director 0 0.00 0
2022-01-11 Tannenbaum Robyn Director / Officer A-Award A Stock Option (right to buy) 50,000 20.18 1.01M 50,000 D
2022-01-11 TZUR TOMER Director A-Award A Stock Option (right to buy) 5,000 20.18 100.9K 5,000
2022-01-11 TANNENBAUM LEONARD M Director / Officer / 10% Owner A-Award A Stock Option (right to buy) 50,000 20.18 1.01M 50,000
2022-01-11 Levy Robert L Director A-Award A Stock Option (right to buy) 5,000 20.18 100.9K 5,000
2022-01-11 Kaufman Brett Officer A-Award A Stock Option (right to buy) 5,000 20.18 100.9K 5,000
2022-01-11 Kalikow Jonathan Gilbert Director / Officer A-Award A Stock Option (right to buy) 50,000 20.18 1.01M 50,000
2022-01-11 HARRISON THOMAS L Director A-Award A Stock Option (right to buy) 5,000 20.18 100.9K 5,000
2022-01-11 FRANK ALEXANDER C Director A-Award A Stock Option (right to buy) 5,000 20.18 100.9K 5,000
2022-01-11 Bond Jodi Hanson Director A-Award A Stock Option (right to buy) 5,000 20.18 100.9K 5,000
2021-12-31 Kaufman Brett Officer I Common Stock 0 0.00 49,043
2021-08-13 Kaufman Brett Officer A-Award A Common Stock 1,000 20.50 20.5K 50,043
2021-08-06 Kaufman Brett Officer A-Award A Common Stock 49,043 0.00 49,043
2021-08-02 Kaufman Brett Officer 0 0.00 0
2021-06-25 Tannenbaum Robyn Director / Officer P-Purchase A Common Stock 1,000 20.71 20.7K 2,000
2021-03-23 Tannenbaum Robyn Director / Officer P-Purchase A Common Stock 1,000 19.00 19.0K 1,000
2021-03-23 TZUR TOMER Director A-Award A Stock Option (right to buy) 700 19.00 13.3K 700
2021-03-23 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 1,000 19.00 19.0K 1,000
2021-03-23 Levy Robert L Director A-Award A Stock Option (right to buy) 1,400 19.00 26.6K 1,400
2021-03-23 Kalikow Jonathan Gilbert Director / Officer P-Purchase A Common Stock 5,000 19.00 95.0K 5,000
2021-03-23 HARRISON THOMAS L Director A-Award A Stock Option (right to buy) 700 19.00 13.3K 700
2021-03-23 Geoffroy Thomas Officer A-Award A Stock Option (right to buy) 3,500 19.00 66.5K 3,500
2021-03-23 FRANK ALEXANDER C Director A-Award A Stock Option (right to buy) 700 19.00 13.3K 700
2021-03-23 Bond Jodi Hanson Director A-Award A Stock Option (right to buy) 1,400 19.00 26.6K 1,400
2021-03-18 Tannenbaum Robyn Director / Officer I Stock Option (right to buy) 105,980 15.29 1.62M 0
2021-03-18 TZUR TOMER Director D Common Stock 0 0.00 6,538
2021-03-18 TANNENBAUM LEONARD M Director / Officer / 10% Owner D Stock Option (right to buy) 105,980 15.29 1.62M 0
2021-03-18 Levy Robert L 0 0.00 0
2021-03-18 Kalikow Jonathan Gilbert Director / Officer / 10% Owner I Common Stock 0 0.00 668,500
2021-03-18 HARRISON THOMAS L Director D Stock Option (right to buy) 700 15.29 10.7K 0
2021-03-18 Geoffroy Thomas Officer D Stock Option (right to buy) 16,534 14.71 243.2K 0
2021-03-18 FRANK ALEXANDER C Director D Stock Option (right to buy) 700 15.29 10.7K 0
2021-03-18 Bond Jodi Hanson Director D Common Stock 0 0.00 9,808

Executive team

Top executives
EBIT / Employee
-558.8K
Shares Outstanding
23.53M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Leonard M. Tannenbaum ( Chairman ) 1.30M 1.30M 100.00%
2 2024 Daniel Neville ( Chief Executive Officer ) 750.0K 750.0K 100.00%
3 2024 Robyn Tannenbaum ( President and Chief Investment Officer ) 69.5K 400.0K 469.5K 85.21%
4 2024 Brandon Hetzel ( Chief Financial Officer and Treasurer ) 130.7K 138.9K 175.0K 444.6K 39.36%
5 2023 Brett Kaufman (Former Chief Financial Officer) 151.3K 50.0K 750.0K 951.3K 5.26%
6 2023 Leonard M. Tannenbaum ( Chairman ) 800.0K 800.0K 100.00%
7 2023 Leonard M. Tannenbaum (Chief Investment Officer) 800.0K 800.0K 100.00%
8 2023 Robyn Tannenbaum (President) 132.3K 400.0K 532.3K 75.15%
9 2023 Robyn Tannenbaum ( President and Chief Investment Officer ) 132.3K 400.0K 532.3K 75.15%
10 2023 Brandon Hetzel (Chief Financial Officer, effective March 2023) 196.7K 80.0K 100.0K 376.7K 26.54%
11 2023 Brandon Hetzel ( Chief Financial Officer and Treasurer ) 196.7K 80.0K 100.0K 376.7K 26.54%
12 2022 Leonard M. Tannenbaum (Chief Executive Officer) 731.3K 731.3K 100.00%
13 2022 Leonard M. Tannenbaum (Chief Investment Officer) 731.3K 731.3K 100.00%
14 2022 Brett Kaufman (Chief Financial Officer) 474.6K 232.4K 7.3K 714.3K 1.02%
15 2022 Brett Kaufman (Former Chief Financial Officer) 474.6K 232.4K 7.3K 714.3K 1.02%
16 2022 Robyn Tannenbaum (President) 123.1K 73.1K 196.3K 37.26%
17 2022 Jonathan Kalikow (Head of Real Estate) 73.1K 73.1K 100.00%
18 2021 Brett Kaufman (Chief Financial Officer) 186.7K 102.8K 1.00M 1.29M 77.55%
19 2021 Leonard M. Tannenbaum (Chief Executive Officer) 827.2K 827.2K 100.00%
20 2021 Thomas Geoffroy (Former Chief Financial Officer) 141.9K 93.6K 4.6K 240.1K 1.91%
21 2021 Robyn Tannenbaum (President) 83.1K 18.4K 101.5K 18.11%
22 2021 Robyn Tannenbaum (Head of Origination and Investor Relations) 83.1K 18.4K 101.5K 18.11%
23 2021 Jonathan Kalikow (Head of Real Estate) 18.4K 18.4K 100.00%
24 2020 Thomas Geoffroy (Former Chief Financial Officer) 86.4K 20.7K 9.7K 116.9K 0.00%
25 2020 Thomas Geoffroy (Chief Financial Officer) 86.4K 20.7K 9.7K 116.9K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-17 DEFA14A
2026-04-17 DEF 14A
2025-10-21 DEFA14A
2025-10-10 DEFA14A
2025-10-06 DEFA14A
2025-10-03 DEFA14A
2025-09-16 DEFA14A
2025-09-16 DEF 14A
2025-09-12 DEFA14A
2025-08-20 PRE 14A
2025-04-04 DEFA14A
2025-04-04 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-04-27 SC 13G/A
2026-04-17 DEFA14A
2026-04-17 DEF 14A
2026-04-17 ARS
2026-04-01 4
2026-04-01 4
2026-03-30 8-K
2026-03-30 4

Executive team

NameTitleCompensationGender
Brandon Hetzel Chief Financial Officer & Treasurer 269.6K male
Robyn Tannenbaum Co-Founder, Partner, Chief Investment Officer & President 69.5K female
Daniel Neville Chief Executive Officer & Partner male
Gabriel A. Katz Chief Legal Officer male
James F. Velgot Chief Marketing Officer male
Johanna White Managing Director female
Lana Ping Director of Investor Relations female
Leonard Mark Tannenbaum Executive Chairman male
Peter T. Sattelmair Assistant Treasurer & Principal Financial Officer male
Cody Shue Accounting Manager male
ESG Rating
B
REIT - SPECIALTY
2026
E (Environmental)
66.0 / 68.2
Company / Sector avg.
S (Social)
81.6 / 68.7
Company / Sector avg.
G (Governance)
76.0 / 71.5
Company / Sector avg.
ESG Total
74.5 / 69.4
Company / Sector avg.
ESG Score History REIT - SPECIALTY
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits