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Arhaus, Inc. (ARHS)

USD8.08 +0.25 (+3.14%)
US NASDAQ Consumer Cyclical Home Improvement
Address 51 East Hines Hill Road 44236
Boston Heights, OH, US
CEO John Reed
Website arhaus.com
IPO 2021-11-04
CIK 1875444 ISIN US04035M1027

Explore sections of this company profile

Description

Arhaus, Inc. operates as a distinguished lifestyle brand and upscale purveyor within the home furnishings sector. The company presents a diverse array of merchandise spanning multiple categories, such as furniture, lighting, textiles, decorative accents, and outdoor living essentials. Its extensive furniture collection encompasses pieces for bedrooms, dining areas, living rooms, and home offices, featuring items like sofas, various dining and accent chairs and tables, beds, headboards, dressers, desks, bookcases, and modular storage solutions. For outdoor spaces, Arhaus provides furniture including dining tables, chairs, and chaises, alongside outdoor lighting, textiles, décor, umbrellas, and fire pits. The lighting selection showcases distinct and artistic fixtures, such as chandeliers, pendants, and a variety of table, floor lamps, and sconces. Textile offerings include artisanal indoor and outdoor rugs, bed linens, pillows, and throws. Decorative items range from wall art and mirrors to vases, candles, and other embellishments. Arhaus distributes its products via a comprehensive omni-channel strategy, which includes physical showrooms, an e-commerce platform, catalogs, and personalized in-home designer consultations. By December 31, 2021, the company maintained a network of 71 conventional showrooms, 5 dedicated Design Studios, and 3 Outlet locations, with 58 of these showrooms also housing in-home interior designers. Established in 1986, the company is headquartered in Boston Heights, Ohio.

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
USD8.08 +0.25 (+3.14%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
2.34
Float Shares
133.11M
Free Float %
94.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-5.92% -10.00% -9.60% -32.97% -34.12% -45.41% -28.00% -28.25% -52.19% -52.19% -52.19%
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 (14 ratings, all time) Buy
Price Targets & DCF
Current price
8.08
Low 8.00 -0.9%
Consensus 9.79 +21.2%
Median 9.50 +17.6%
High 12.00 +48.6%
DCF (Unlevered) 10.67 +32.2%
DCF (Levered) 4.42 -45.2%

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) 33% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 4 0
Hold 10 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
9.00
+11.4%
Last Quarter 3
10.17
+25.9%
Last Year 4
10.63
+31.6%
All Time 22
13.20
+63.5%
Quality scores
Altman Z-Score
1.94
Grey zone
Piotroski F-Score
4 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Home Improvement: +3.5%
    +8.5% Q1'26: +0.9% (vs Q1'25)
  • EPS growth Home Improvement: +2.9%
    -2.0% Q1'26: -47.7% (vs Q1'25)
  • FCF margin FCF growth · Home Improvement: +33.5%
    +1.1% Q1'26: -8.5% (vs Q1'25)
  • EBIT margin Home Improvement: +5.8%
    +6.7% Q1'26: +0.7% (vs Q1'25)
  • ROIC Home Improvement: +4.8%
    +9.0% Q1'26: +0.7% (vs Q1'25)
  • Share dilution Home Improvement: +0.0%
    +0.5% Q1'26: +0.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Home Improvement: 2.28×
    3.20× Q1'26: 70.19× (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 (2.42) × ERP
WACC = 63% × Ke + 37% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 10.45 Current price: 8.08
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
11 Rev. Ana.
11 EPS Ana.
Dec 2027
10 Rev. Ana.
11 EPS Ana.
Dec 2028
4 Rev. Ana.
3 EPS Ana.
Dec 2029
3 Rev. Ana.
1 EPS Ana.
Dec 2030
3 Rev. Ana.
1 EPS Ana.
Revenue
796.92M
est: 770.35M (+3.4%)
1.23B
est: 1.23B (+0.2%)
1.29B
est: 1.28B (+1.0%)
1.27B
est: 1.27B (-0.1%)
1.38B
est: 1.37B (+1.0%)
1.45B
1.44B – 1.46B
+5.8% YoY
1.54B
1.53B – 1.55B
+6.5% YoY
1.66B
1.66B – 1.66B
+7.8% YoY
1.85B
1.82B – 1.86B
+11.4% YoY
1.99B
1.97B – 2.01B
+8.0% YoY
EBITDA
57.74M
est: 102.39M (-43.6%)
238.62M
est: 163.01M (+46.4%)
227.06M
est: 196.38M (+15.6%)
161.83M
est: 195.94M (-17.4%)
181.56M
est: 210.31M (-13.7%)
222.59M
221.05M – 224.23M
+5.8% YoY
237.00M
235.47M – 238.53M
+6.5% YoY
255.45M
255.23M – 255.68M
+7.8% YoY
284.46M
280.96M – 286.56M
+11.4% YoY
307.16M
303.38M – 309.43M
+8.0% YoY
EBIT
33.82M
est: 69.13M (-51.1%)
184.67M
est: 110.06M (+67.8%)
164.31M
est: 115.91M (+41.8%)
85.80M
est: 115.65M (-25.8%)
91.98M
est: 124.14M (-25.9%)
131.38M
130.47M – 132.35M
+5.8% YoY
139.89M
138.99M – 140.79M
+6.5% YoY
150.78M
150.65M – 150.91M
+7.8% YoY
167.90M
165.84M – 169.14M
+11.4% YoY
181.30M
179.07M – 182.64M
+8.0% YoY
Net Income
21.12M
est: 83.81M (-74.8%)
136.63M
est: 123.81M (+10.4%)
125.24M
est: 88.29M (+41.8%)
68.55M
est: 64.97M (+5.5%)
67.26M
est: 64.60M (+4.1%)
66.56M
61.75M – 71.36M
+3.0% YoY
80.47M
70.47M – 85.97M
+20.9% YoY
94.43M
86.76M – 94.89M
+17.3% YoY
100.40M
98.80M – 101.37M
+6.3% YoY
115.96M
114.11M – 117.07M
+15.5% YoY
SGA
296.12M
est: 246.47M (+20.1%)
340.39M
est: 392.43M (-13.3%)
376.11M
est: 405.99M (-7.4%)
415.43M
est: 405.08M (+2.6%)
447.44M
est: 434.78M (+2.9%)
460.16M
456.99M – 463.57M
+5.8% YoY
489.96M
486.80M – 493.12M
+6.5% YoY
528.11M
527.65M – 528.57M
+7.8% YoY
588.07M
580.84M – 592.42M
+11.4% YoY
635.00M
627.20M – 639.70M
+8.0% YoY
EPS
0.27
est: 0.60 (-54.7%)
0.99
est: 0.88 (+12.5%)
0.90
est: 0.63 (+42.5%)
0.49
est: 0.46 (+6.7%)
0.48
est: 0.46 (+3.6%)
0.49
0.44 – 0.50
+4.7% YoY
0.56
0.50 – 0.61
+15.0% YoY
0.64
0.61 – 0.67
+15.1% YoY
0.71
0.70 – 0.72
+10.5% YoY
0.82
0.81 – 0.83
+15.5% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-04 Telsey Advisory Group Market Perform Market Perform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 B+ 3/5 3/5 5/5 4/5 1/5 3/5 2/5
2026-05-06 B+ 3/5 3/5 5/5 4/5 1/5 3/5 2/5
2026-05-05 B+ 3/5 3/5 5/5 4/5 1/5 3/5 2/5
2026-05-04 B+ 3/5 3/5 5/5 4/5 1/5 3/5 2/5
2026-05-01 B+ 3/5 3/5 5/5 4/5 1/5 3/5 2/5
2026-04-30 B+ 3/5 3/5 5/5 4/5 1/5 3/5 2/5
2026-04-29 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-04-28 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-04-27 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-04-24 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-04-23 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-04-22 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-04-21 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-04-20 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-04-17 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-04-16 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
51.52M
OE per share TTM
0.36
Owner's Yield
5.16%
Maintenance CapEx ratio
706.95%
Maint CapEx / Avg PPE
40.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
31
Total invested
28.55M
Insider transactions (90d)
0
Beneficial owners (>5%)
10
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 John P. Reed 52.54M 37.51% 52.54M 52.54M IN 2021-11-15
2 John P. Reed Trust dated 4/29/1985 42.52M 30.36% 42.52M 42.52M OO 2021-11-15
3 FS Capital Partners VI, LLC 30.52M 58.10% 30.52M 10.00 OO Delaware 2021-11-15
4 FS Equity Partners VI, L.P. 29.28M 55.70% 29.28M 10.00 PN Delaware 2021-11-15
5 (1) BlackRock, Inc. 4.04M 7.60% 3.99M 4.04M HC Delaware 2024-11-08
6 The Vanguard Group - 23-1945930 3.92M 7.38% 4.8K 3.88M 41.1K IA Pennsylvania 2024-02-13
7 Wasatch Advisors LP 87-0319391 3.56M 6.70% 3.56M 3.56M IA 2024-02-09
8 FS Affiliates VI, L.P. 1.24M 2.40% 1.24M 10.00 PN Delaware 2021-11-15
9 95-1411037 13.00 9.90% 5.32M 5.32M IA Delaware 2024-11-12
10 2. 10.00 4.60% 2.43M IA, HC, OO Delaware 2023-08-31

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
31
-142 vs prev Q
New positions
6
Closed positions
143
Increased
18
Reduced
7
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
1 409.7K +409.7K (+100.0%) 4.59B +4.6B (+100.0%) 0.29% +0.291 pp 4.32% +4.324 pp USD11.21 +0.0% 1 qtrs NEW
2 ATLAS CAPITAL ADVISORS LLC 223.5K +223.5K (+100.0%) 2.51B +2.5B (+100.0%) 0.16% +0.159 pp 0.28% +0.279 pp USD11.21 +0.0% 1 qtrs NEW
3 WASATCH ADVISORS LP 11.13M -1.1M (-8.8%) 124.73M -4.9M (-3.8%) 7.90% -0.769 pp 0.74% +0.043 pp USD13.45 -16.7% 9 qtrs
4 VANGUARD GROUP INC 5.14M +72.3K (+1.4%) 57.65M +3.8M (+7.0%) 3.65% +0.048 pp 0.00% +0.000 pp USD11.31 -0.9% 17 qtrs
5 BLACKROCK, INC. 4.17M +91.9K (+2.3%) 46.73M +3.4M (+7.8%) 2.96% +0.063 pp 0.00% +0.000 pp USD12.21 -8.2% 6 qtrs
6 BANK OF AMERICA CORP /DE/ 2.29M -666.8K (-22.6%) 25.65M -5.8M (-18.3%) 1.62% -0.475 pp 0.00% 0.000 pp USD9.70 +15.6% 17 qtrs
7 JPMORGAN CHASE & CO 2.15M -107.3K (-4.8%) 24.05M +103.6K (+0.4%) 1.52% -0.078 pp 0.00% +0.000 pp USD11.50 -2.5% 12 qtrs
8 EMERALD ADVISERS, LLC 1.85M +168.2K (+10.0%) 20.70M +2.9M (+16.0%) 1.31% +0.119 pp 0.64% +0.066 pp USD10.81 +3.7% 17 qtrs
9 RENAISSANCE TECHNOLOGIES LLC 1.75M +169.2K (+10.7%) 19.66M +2.8M (+16.7%) 1.25% +0.119 pp 0.03% +0.008 pp USD10.14 +10.6% 3 qtrs
10 VOYA INVESTMENT MANAGEMENT LLC 1.51M -951.0 (-0.1%) 16.94M +866.5K (+5.4%) 1.07% -0.002 pp 0.02% +0.001 pp USD10.68 +5.0% 7 qtrs
11 D. E. SHAW & CO., INC. 1.40M +842.6K (+151.2%) 15.69M +9.8M (+164.9%) 0.99% +0.598 pp 0.01% +0.005 pp USD10.98 +2.1% 2 qtrs
12 LONG FOCUS CAPITAL MANAGEMENT, LLC 1.29M +— (+0.0%) 14.46M +748.2K (+5.5%) 0.92% -0.001 pp 0.38% -0.073 pp USD9.22 +21.6% 5 qtrs
13 GEODE CAPITAL MANAGEMENT, LLC 1.24M -26.3K (-2.1%) 13.90M +440.0K (+3.3%) 0.88% -0.019 pp 0.00% +0.000 pp USD13.06 -14.2% 17 qtrs
14 STATE STREET CORP 1.12M -4.3K (-0.4%) 12.56M +604.5K (+5.1%) 0.80% -0.004 pp 0.00% +0.000 pp USD13.32 -15.8% 16 qtrs
15 UBS GROUP AG 1.10M +332.0K (+43.3%) 12.31M +4.2M (+51.1%) 0.78% +0.235 pp 0.00% +0.001 pp USD9.74 +15.1% 16 qtrs
16 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.09M +1.9K (+0.2%) 12.25M +654.5K (+5.6%) 0.78% +0.001 pp 0.72% +0.043 pp USD9.39 +19.4% 10 qtrs
17 AMERICAN CENTURY COMPANIES INC 1.05M +226.7K (+27.6%) 11.75M +3.0M (+34.6%) 0.74% +0.161 pp 0.01% +0.002 pp USD13.75 -18.5% 10 qtrs
18 DIMENSIONAL FUND ADVISORS LP 994.1K +78.8K (+8.6%) 11.14M +1.4M (+14.5%) 0.71% +0.055 pp 0.00% +0.000 pp USD11.28 -0.6% 11 qtrs
19 EMERALD MUTUAL FUND ADVISERS TRUST 990.2K +55.9K (+6.0%) 11.10M +1.2M (+11.8%) 0.70% +0.039 pp 0.54% +0.028 pp USD10.77 +4.1% 17 qtrs
20 BALYASNY ASSET MANAGEMENT L.P. 977.8K +977.8K (+100.0%) 10.96M +11.0M (+100.0%) 0.69% +0.694 pp 0.01% +0.014 pp USD11.21 +0.0% 1 qtrs NEW
21 SILVERCREST ASSET MANAGEMENT GROUP LLC 919.6K +206.1K (+28.9%) 10.31M +2.7M (+35.9%) 0.65% +0.146 pp 0.07% +0.021 pp USD13.60 -17.6% 8 qtrs
22 SEI INVESTMENTS CO 859.9K +173.7K (+25.3%) 9.64M +2.3M (+32.2%) 0.61% +0.123 pp 0.01% +0.002 pp USD12.44 -9.9% 12 qtrs
23 MEROS INVESTMENT MANAGEMENT, LP 821.7K +341.6K (+71.1%) 9.21M +4.1M (+80.5%) 0.58% +0.242 pp 3.65% +1.474 pp USD10.35 +8.3% 11 qtrs
24 NUVEEN, LLC 752.0K +647.0K (+616.6%) 8.43M +7.3M (+655.7%) 0.53% +0.459 pp 0.00% +0.002 pp USD10.86 +3.2% 4 qtrs
25 NORTH GROWTH MANAGEMENT LTD. 702.0K +8.0K (+1.2%) 7.87M +496.0K (+6.7%) 0.50% +0.005 pp 1.23% -0.053 pp USD10.46 +7.2% 11 qtrs
26 CENTERBOOK PARTNERS LP 684.3K -372.1K (-35.2%) 7.67M -3.6M (-31.7%) 0.49% -0.265 pp 0.37% -0.180 pp USD10.42 +7.6% 9 qtrs
27 TREXQUANT INVESTMENT LP 475.8K -314.6K (-39.8%) 5.33M -3.1M (-36.5%) 0.34% -0.224 pp 0.05% -0.039 pp USD9.48 +18.2% 4 qtrs
28 NORTHERN TRUST CORP 467.5K -29.9K (-6.0%) 5.24M -46.3K (-0.9%) 0.33% -0.022 pp 0.00% +0.000 pp USD10.62 +5.6% 17 qtrs
29 POINT72 ASSET MANAGEMENT, L.P. 457.9K +457.9K (+100.0%) 5.13M +5.1M (+100.0%) 0.33% +0.325 pp 0.01% +0.006 pp USD11.21 +0.0% 1 qtrs NEW
30 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 445.4K +3.0 (+0.0%) 4.99M +258.4K (+5.5%) 0.32% 0.000 pp 0.00% +0.000 pp USD11.67 -3.9% 10 qtrs
31 GRANITE INVESTMENT PARTNERS, LLC 403.7K -59.9K (-12.9%) 4.53M -402.8K (-8.2%) 0.29% -0.043 pp 0.27% -0.012 pp USD8.96 +25.1% 5 qtrs
32 TWO SIGMA INVESTMENTS, LP 365.3K +236.1K (+182.7%) 4.09M +2.7M (+198.1%) 0.26% +0.168 pp 0.01% +0.004 pp USD10.31 +8.7% 3 qtrs
33 MARSHALL WACE, LLP 332.3K +332.3K (+100.0%) 3.72M +3.7M (+100.0%) 0.24% +0.236 pp 0.00% +0.003 pp USD11.21 +0.0% 17 qtrs
34 GREAT LAKES ADVISORS, LLC 259.1K +259.1K (+100.0%) 2.90M +2.9M (+100.0%) 0.18% +0.184 pp 0.02% +0.024 pp USD11.21 +0.0% 1 qtrs NEW
35 JANUS HENDERSON GROUP PLC 235.6K -299.4K (-56.0%) 2.64M -3.0M (-53.6%) 0.17% -0.213 pp 0.00% -0.001 pp USD10.73 +4.5% 11 qtrs
36 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 235.3K -115.7K (-33.0%) 2.64M -1.1M (-29.3%) 0.17% -0.082 pp 0.00% -0.001 pp USD10.63 +5.5% 2 qtrs
37 MORGAN STANLEY 230.2K -106.4K (-31.6%) 2.58M -997.0K (-27.9%) 0.16% -0.076 pp 0.00% 0.000 pp USD11.44 -2.0% 17 qtrs
38 CITIGROUP INC 224.6K -15.9K (-6.6%) 2.52M -38.4K (-1.5%) 0.16% -0.011 pp 0.00% +0.000 pp USD9.35 +19.9% 12 qtrs
39 SIGNATUREFD, LLC 212.1K -31.0 (0.0%) 2.38M +122.7K (+5.4%) 0.15% 0.000 pp 0.04% +0.001 pp USD9.57 +17.1% 17 qtrs
40 Y-INTERCEPT (HONG KONG) LTD 206.0K -19.4K (-8.6%) 2.31M -86.4K (-3.6%) 0.15% -0.014 pp 0.05% -0.006 pp USD10.63 +5.5% 2 qtrs
41 BARCLAYS PLC 187.2K -135.9K (-42.1%) 2.10M -1.9M (-47.2%) 0.13% -0.097 pp 0.00% -0.001 pp USD10.69 +4.9% 13 qtrs
42 GOLDMAN SACHS GROUP INC 187.0K -125.9K (-40.2%) 2.10M -1.2M (-37.0%) 0.13% -0.090 pp 0.00% 0.000 pp USD9.65 +16.2% 17 qtrs
43 DARK FOREST CAPITAL MANAGEMENT LP 182.9K -43.8K (-19.3%) 2.05M -359.7K (-14.9%) 0.13% -0.031 pp 0.09% +0.021 pp USD10.63 +5.5% 2 qtrs
44 AMERIPRISE FINANCIAL INC 181.7K +6.7K (+3.8%) 2.04M +176.4K (+9.5%) 0.13% +0.005 pp 0.00% +0.000 pp USD10.63 +5.5% 6 qtrs
45 BANK OF NEW YORK MELLON CORP 180.7K +53.1K (+41.6%) 2.03M +668.7K (+49.3%) 0.13% +0.038 pp 0.00% +0.000 pp USD12.05 -7.0% 13 qtrs
46 HARBOR CAPITAL ADVISORS, INC. 174.7K -16.4K (-8.6%) 1.96M -72.0K (-3.5%) 0.12% -0.012 pp 0.15% -0.006 pp USD11.67 -3.9% 8 qtrs
47 FIRST TRUST ADVISORS LP 170.6K +4.4K (+2.7%) 1.91M +145.8K (+8.3%) 0.12% +0.003 pp 0.00% +0.000 pp USD10.64 +5.4% 2 qtrs
48 AGP FRANKLIN, LLC 152.1K +152.1K (+100.0%) 1.70M +1.7M (+100.0%) 0.11% +0.108 pp 0.80% +0.799 pp USD11.21 +0.0% 1 qtrs NEW
49 EVR RESEARCH LP 150.0K +50.0K (+50.0%) 1.68M +618.5K (+58.2%) 0.11% +0.035 pp 0.91% +0.272 pp USD10.82 +3.6% 2 qtrs
50 CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 140.5K +72.8K (+107.5%) 1.57M +855.3K (+118.9%) 0.10% +0.052 pp 0.03% +0.016 pp USD11.10 +1.0% 8 qtrs
51 OPPENHEIMER ASSET MANAGEMENT INC. 138.4K -4.8K (-3.3%) 1.55M +29.6K (+1.9%) 0.10% -0.004 pp 0.02% +0.002 pp USD13.31 -15.8% 9 qtrs
52 B. METZLER SEEL. SOHN & CO. AG 121.7K +10.4K (+9.4%) 1.36M +181.5K (+15.3%) 0.09% +0.007 pp 0.01% +0.002 pp USD13.00 -13.8% 9 qtrs
53 HUSSMAN STRATEGIC ADVISORS, INC. 105.0K +105.0K (+100.0%) 1.18M +1.2M (+100.0%) 0.07% +0.075 pp 0.28% +0.285 pp USD11.21 +0.0% 1 qtrs NEW
54 JANE STREET GROUP, LLC 102.3K -3.4K (-3.2%) 1.15M +23.2K (+2.1%) 0.07% -0.003 pp 0.00% +0.000 pp USD8.70 +28.9% 6 qtrs
55 SWISS NATIONAL BANK 100.9K +2.6K (+2.6%) 1.13M +86.2K (+8.2%) 0.07% +0.002 pp 0.00% +0.000 pp USD9.55 +17.4% 12 qtrs
56 ACADIAN ASSET MANAGEMENT LLC 98.3K -36.2K (-26.9%) 1.10M -326.0K (-22.9%) 0.07% -0.026 pp 0.00% -0.001 pp USD10.63 +5.5% 2 qtrs
57 INVESCO LTD. 95.9K +31.6K (+49.0%) 1.08M +391.0K (+57.1%) 0.07% +0.022 pp 0.00% +0.000 pp USD13.25 -15.4% 8 qtrs
58 TUDOR INVESTMENT CORP ET AL 88.5K -90.0K (-50.4%) 991.5K -905.1K (-47.7%) 0.06% -0.064 pp 0.00% -0.001 pp USD10.63 +5.5% 2 qtrs
59 SQUAREPOINT OPS LLC 76.9K +76.9K (+100.0%) 862.4K +862.4K (+100.0%) 0.05% +0.055 pp 0.00% +0.001 pp USD11.21 +0.0% 1 qtrs NEW
60 UBS ASSET MANAGEMENT AMERICAS INC 76.0K -15.4K (-16.8%) 851.7K -119.4K (-12.3%) 0.05% -0.011 pp 0.00% +0.000 pp USD11.23 -0.2% 7 qtrs
61 MILLENNIUM MANAGEMENT LLC 71.4K -394.9K (-84.7%) 800.7K -4.2M (-83.8%) 0.05% -0.281 pp 0.00% -0.002 pp USD8.81 +27.2% 5 qtrs
62 RAYMOND JAMES FINANCIAL INC 71.4K -10.0K (-12.3%) 800.5K -64.9K (-7.5%) 0.05% -0.007 pp 0.00% +0.000 pp USD9.15 +22.5% 5 qtrs
63 JACOBS LEVY EQUITY MANAGEMENT, INC 71.0K +71.0K (+100.0%) 796.2K +796.2K (+100.0%) 0.05% +0.050 pp 0.00% +0.003 pp USD11.21 +0.0% 1 qtrs NEW
64 CAPTION MANAGEMENT, LLC 68.0K +— (+0.0%) 762.3K +39.4K (+5.5%) 0.05% +0.000 pp 0.01% 0.000 pp USD10.63 +5.5% 2 qtrs
65 DIVISADERO STREET CAPITAL MANAGEMENT, LP 67.4K -79.0K (-54.0%) 755.7K -800.5K (-51.4%) 0.05% -0.056 pp 0.04% -0.033 pp USD9.38 +19.5% 7 qtrs
66 STIFEL FINANCIAL CORP 65.6K -3.1K (-4.5%) 734.9K +5.4K (+0.7%) 0.05% -0.002 pp 0.00% +0.000 pp USD8.66 +29.4% 16 qtrs
67 RHUMBLINE ADVISERS 65.4K -6.4K (-8.9%) 733.3K -30.0K (-3.9%) 0.05% -0.005 pp 0.00% +0.000 pp USD15.40 -27.2% 11 qtrs
68 JESSUP WEALTH MANAGEMENT, INC 61.8K -19.0K (-23.5%) 692.7K -166.5K (-19.4%) 0.04% -0.014 pp 0.23% -0.091 pp USD10.43 +7.5% 11 qtrs
69 DAYMARK WEALTH PARTNERS, LLC 60.0K +— (+0.0%) 672.6K +34.8K (+5.5%) 0.04% +0.000 pp 0.02% 0.000 pp USD9.78 +14.6% 11 qtrs
70 WELLSPRING FINANCIAL ADVISORS, LLC 326.9K +— (+0.0%) 671.0K +19.6K (+3.0%) 0.23% 0.000 pp 0.05% -0.007 pp USD8.58 +30.7% 14 qtrs
71 SUSQUEHANNA INTERNATIONAL GROUP, LLP 58.6K -67.6K (-53.6%) 656.9K -684.6K (-51.0%) 0.04% -0.048 pp 0.00% 0.000 pp USD9.72 +15.3% 14 qtrs
72 LOS ANGELES CAPITAL MANAGEMENT LLC 66.1K +10.8K (+19.5%) 649.6K +61.7K (+10.5%) 0.05% +0.008 pp 0.00% +0.000 pp USD10.72 +4.6% 2 qtrs
73 WELLS FARGO & COMPANY/MN 56.8K +24.6K (+76.1%) 636.9K +294.0K (+85.7%) 0.04% +0.017 pp 0.00% +0.000 pp USD12.06 -7.0% 17 qtrs
74 BREVAN HOWARD CAPITAL MANAGEMENT LP 55.5K -18.8K (-25.4%) 621.9K -168.1K (-21.3%) 0.04% -0.013 pp 0.01% +0.003 pp USD10.63 +5.5% 4 qtrs
75 QUANTBOT TECHNOLOGIES LP 54.7K -31.3K (-36.4%) 613.1K -301.0K (-32.9%) 0.04% -0.022 pp 0.02% -0.005 pp USD9.51 +17.9% 3 qtrs
76 ALGERT GLOBAL LLC 54.2K +38.7K (+250.4%) 607.0K +443.0K (+270.1%) 0.04% +0.028 pp 0.01% +0.007 pp USD10.61 +5.7% 12 qtrs
77 PEAK6 LLC 52.3K +— (+0.0%) 586.3K +30.3K (+5.5%) 0.04% +0.000 pp 0.00% +0.000 pp USD8.67 +29.3% 4 qtrs
78 STATE OF WYOMING 52.2K +52.2K (+100.0%) 584.9K +584.9K (+100.0%) 0.04% +0.037 pp 0.06% +0.064 pp USD11.21 +0.0% 1 qtrs NEW
79 ALLIANCEBERNSTEIN L.P. 51.0K +22.0K (+75.8%) 572.2K +263.5K (+85.3%) 0.04% +0.016 pp 0.00% +0.000 pp USD12.62 -11.2% 7 qtrs
80 RAFFERTY ASSET MANAGEMENT, LLC 49.9K +7.3K (+17.1%) 559.5K +106.4K (+23.5%) 0.04% +0.005 pp 0.00% +0.001 pp USD11.68 -4.0% 8 qtrs
81 HSBC HOLDINGS PLC 49.0K +— (+0.0%) 551.3K +28.9K (+5.5%) 0.03% +0.000 pp 0.00% +0.000 pp USD9.23 +21.5% 4 qtrs
82 TWO SIGMA ADVISERS, LP 48.8K +34.2K (+234.2%) 547.0K +391.9K (+252.5%) 0.03% +0.024 pp 0.00% +0.001 pp USD10.45 +7.3% 17 qtrs
83 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 47.2K -561.0 (-1.2%) 528.8K +21.4K (+4.2%) 0.03% 0.000 pp 0.00% +0.000 pp USD9.75 +15.0% 12 qtrs
84 AQUATIC CAPITAL MANAGEMENT LLC 46.8K -87.3K (-65.1%) 525.1K -901.2K (-63.2%) 0.03% -0.062 pp 0.01% -0.012 pp USD10.57 +6.1% 3 qtrs
85 LEGAL & GENERAL GROUP PLC 41.0K +6.1K (+17.6%) 459.1K +88.8K (+24.0%) 0.03% +0.004 pp 0.00% +0.000 pp USD10.03 +11.8% 12 qtrs
86 DEUTSCHE BANK AG\ 39.4K +1.7K (+4.6%) 442.2K +41.2K (+10.3%) 0.03% +0.001 pp 0.00% +0.000 pp USD12.64 -11.3% 9 qtrs
87 CITADEL ADVISORS LLC 37.9K -134.3K (-78.0%) 424.9K -1.4M (-76.8%) 0.03% -0.096 pp 0.00% 0.000 pp USD10.00 +12.1% 17 qtrs
88 SG AMERICAS SECURITIES, LLC 35.4K +4.3K (+13.6%) 397.0K +66.0K (+19.9%) 0.03% +0.003 pp 0.00% -0.001 pp USD10.70 +4.8% 2 qtrs
89 LIGHTHOUSE INVESTMENT PARTNERS, LLC 35.1K +35.1K (+100.0%) 393.4K +393.4K (+100.0%) 0.02% +0.025 pp 0.01% +0.012 pp USD11.21 +0.0% 1 qtrs NEW
90 PATHSTONE HOLDINGS, LLC 34.0K -61.0 (-0.2%) 380.9K +19.1K (+5.3%) 0.02% 0.000 pp 0.00% +0.000 pp USD13.71 -18.2% 9 qtrs
91 CREATIVE PLANNING 33.4K +18.7K (+126.6%) 374.8K +217.9K (+138.9%) 0.02% +0.013 pp 0.00% +0.000 pp USD10.95 +2.4% 2 qtrs
92 NUMERAI GP LLC 32.2K +32.2K (+100.0%) 360.9K +360.9K (+100.0%) 0.02% +0.023 pp 0.04% +0.044 pp USD11.21 +0.0% 1 qtrs NEW
93 PRICE T ROWE ASSOCIATES INC /MD/ 30.5K +3.3K (+12.3%) 342.0K +53.0K (+18.3%) 0.02% +0.002 pp 0.00% +0.000 pp USD12.99 -13.7% 8 qtrs
94 HANDELSBANKEN FONDER AB 29.9K -9.1K (-23.3%) 335.0K -80.0K (-19.3%) 0.02% -0.007 pp 0.00% 0.000 pp USD11.35 -1.2% 6 qtrs
95 METLIFE INVESTMENT MANAGEMENT, LLC 29.6K -1.3K (-4.2%) 331.6K +3.5K (+1.1%) 0.02% -0.001 pp 0.00% +0.000 pp USD13.18 -14.9% 7 qtrs
96 ENTROPY TECHNOLOGIES, LP 29.4K +4.2K (+16.7%) 329.6K +61.8K (+23.1%) 0.02% +0.003 pp 0.02% -0.002 pp USD10.71 +4.7% 2 qtrs
97 VERITION FUND MANAGEMENT LLC 26.8K -17.8K (-39.9%) 300.4K -173.8K (-36.7%) 0.02% -0.013 pp 0.00% -0.001 pp USD9.61 +16.6% 7 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 91 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust Dow Jones Select MicroCap Index Fund FDM 0.54% 1.42M 0.65%
2 Vanguard U.S. Quality Factor ETF VFQY 0.12% 561.3K 0.13%
3 iShares U.S. Home Construction ETF ITB 0.09% 2.15M 0.38%
4 Applied Finance IVS US SMID ETF IVSS 0.08% 10.1K 0.59%
5 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.06% 7.3K 0.29%
6 WisdomTree U.S. SmallCap Fund EES 0.05% 355.0K 0.38%
7 Vanguard Global Value Factor ETF VVL.TO 0.05% 262.0K 0.38%
8 Avantis U.S. Small Cap Value ETF AVUV 0.03% 9.12M 0.25%
9 Fidelity MSCI Consumer Discretionary Index ETF FDIS 0.02% 403.2K 0.08%
10 iShares Russell 2000 Growth ETF IWO 0.02% 3.51M 0.24%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.28
Neutral
Ratio by volume
3.00
Bullish
Buys
23
Sells
18
Shares acquired
685.0K
Shares disposed
58.5K
Cash buys
Cash sales
Net activity
+626,525
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
2026-04-15 VELTRI KATHY E Officer A-Award A Restricted Stock Units 39,783 0.00 39,783 D
2026-04-15 Sutley Allison Officer A-Award A Restricted Stock Units 36,166 0.00 36,166 D
2026-04-15 Sedor Christian Officer A-Award A Restricted Stock Units 15,735 0.00 15,735 D
2026-04-15 Rengel Michael Officer A-Award A Restricted Stock Units 150,000 0.00 150,000 D
2026-04-15 Porter Jennifer E Officer A-Award A Performance Share Units 39,782 0.00 39,782 D
2026-04-15 Lee Michael Alan Officer A-Award A Restricted Stock Units 39,783 0.00 39,783 D
2026-04-14 Sutley Allison Officer M-Exempt D Restricted Stock Units 8,323 0.00 16,646 D
2026-04-10 VELTRI KATHY E Officer F-InKind D Class A Common Stock 668 6.77 4.5K 498,605 D
2026-04-10 Sedor Christian Officer F-InKind D Class A Common Stock 265 6.77 1.8K 10,119 D
2026-04-10 Porter Jennifer E Officer M-Exempt D Restricted Stock Units 1,513 0.00 1,512 D
2026-04-02 VELTRI KATHY E Officer F-InKind D Class A Common Stock 4,901 6.38 31.3K 497,760 D
2026-04-02 Sedor Christian Officer M-Exempt D Dividend Equivalent Rights 245 0.00 1,349 D
2026-04-02 Porter Jennifer E Officer M-Exempt D Dividend Equivalent Rights 610 0.00 19,052 D
2026-03-31 VELTRI KATHY E Officer A-Award A Dividend Equivalent Rights 11,919 0.00 11,919 D
2026-03-31 Sutley Allison Officer A-Award A Dividend Equivalent Rights 2,579 0.00 2,579 D
2026-03-31 Sedor Christian Officer A-Award A Dividend Equivalent Rights 1,594 0.00 1,594 D
2026-03-31 Porter Jennifer E Officer A-Award A Dividend Equivalent Rights 19,662 0.00 19,662 D
2026-03-31 Lee Michael Alan Officer A-Award A Dividend Equivalent Rights 20,649 0.00 20,649 D
2026-03-31 LEWIS GARY L Director A-Award A Dividend Equivalent Rights 832 0.00 832 D
2026-03-31 KYEES JOHN E Director A-Award A Dividend Equivalent Rights 832 0.00 832 D
2026-03-31 Hyde Andrea Director A-Award A Dividend Equivalent Rights 832 0.00 832 D
2026-03-31 Doody Alton F III Director A-Award A Dividend Equivalent Rights 832 0.00 832 D
2026-03-31 Desai Samir Director A-Award A Dividend Equivalent Rights 756 0.00 756 D
2026-03-31 DePree Alexis Director A-Award A Dividend Equivalent Rights 832 0.00 832 D
2026-03-31 Burgdoerfer Stuart B Director A-Award A Dividend Equivalent Rights 832 0.00 832 D
2026-03-31 Beargie William Director A-Award A Dividend Equivalent Rights 832 0.00 832 D
2026-03-31 ADAMS ALBERT T Director A-Award A Dividend Equivalent Rights 832 0.00 832 D
2026-03-16 VELTRI KATHY E Officer F-InKind D Class A Common Stock 2,694 7.33 19.7K 490,247 D
2026-03-16 Sedor Christian Officer M-Exempt D Performance Share Units 376 0.00 0 D
2026-03-16 Porter Jennifer E Officer M-Exempt D Performance Share Units 9,255 0.00 0 D
2026-03-12 VELTRI KATHY E Officer M-Exempt A Class A Common Stock 50,000 0.00 498,236 D
2026-03-12 Porter Jennifer E Officer M-Exempt A Class A Common Stock 100,000 0.00 578,377 D
2026-03-10 VELTRI KATHY E Officer F-InKind D Class A Common Stock 681 7.40 5.0K 448,236 D
2026-03-10 Sedor Christian Officer M-Exempt D Restricted Stock Units 854 0.00 0 D
2026-03-10 Porter Jennifer E Officer M-Exempt D Restricted Stock Units 2,339 0.00 0 D
2026-02-23 Rengel Michael Officer 0 0.00 0
2026-01-15 VELTRI KATHY E Officer M-Exempt D Restricted Stock Units 10,000 0.00 10,000 D
2026-01-15 Sedor Christian Officer M-Exempt D Restricted Stock Units 2,500 0.00 2,500 D
2026-01-15 Porter Jennifer E Officer F-InKind D Class A Common Stock 3,515 11.05 38.8K 476,719 D
2025-11-09 VELTRI KATHY E Officer M-Exempt A Class A Common Stock 16,667 0.00 446,141 D
2025-11-09 Porter Jennifer E Officer M-Exempt A Class A Common Stock 16,667 0.00 476,283 D
2025-08-02 VELTRI KATHY E Officer M-Exempt A Class A Common Stock 4,166 0.00 430,718 D
2025-08-02 Sedor Christian Officer M-Exempt A Class A Common Stock 1,000 0.00 3,803 D
2025-08-02 Porter Jennifer E Officer F-InKind D Class A Common Stock 1,244 8.68 10.8K 459,616 D
2025-07-01 Desai Samir Director A-Award A Restricted Stock Units 14,627 0.00 14,627 D
2025-06-27 Desai Samir Director 0 0.00 0
2025-05-16 LEWIS GARY L Director M-Exempt D Restricted Stock Units 6,700 0.00 0 D
2025-05-16 KYEES JOHN E Director M-Exempt D Restricted Stock Units 6,700 0.00 0 D
2025-05-16 Hyde Andrea Director M-Exempt D Restricted Stock Units 6,700 0.00 0 D
2025-05-16 Doody Alton F III Director M-Exempt A Class A Common Stock 6,700 0.00 73,671 D
2025-05-16 DePree Alexis Director M-Exempt D Restricted Stock Units 6,700 0.00 0 D
2025-05-16 Burgdoerfer Stuart B Director M-Exempt D Restricted Stock Units 6,954 0.00 0 D
2025-05-16 Beargie William Director M-Exempt A Class A Common Stock 6,700 0.00 57,901 D
2025-05-16 ADAMS ALBERT T Director M-Exempt D Restricted Stock Units 6,700 0.00 0 D
2025-05-15 LEWIS GARY L Director A-Award A Restricted Stock Units 16,110 0.00 16,110 D
2025-05-15 KYEES JOHN E Director A-Award A Restricted Stock Units 16,110 0.00 16,110 D
2025-05-15 Hyde Andrea Director A-Award A Restricted Stock Units 16,110 0.00 16,110 D
2025-05-15 Doody Alton F III Director A-Award A Restricted Stock Units 16,110 0.00 16,110 D
2025-05-15 DePree Alexis Director A-Award A Restricted Stock Units 16,110 0.00 16,110 D
2025-05-15 Burgdoerfer Stuart B Director A-Award A Restricted Stock Units 16,110 0.00 16,110 D
2025-05-15 Beargie William Director A-Award A Restricted Stock Units 16,110 0.00 16,110 D
2025-05-15 ADAMS ALBERT T Director A-Award A Restricted Stock Units 16,110 0.00 16,110 D
2025-05-12 Lee Michael Alan Officer A-Award A Restricted Stock Units 400,000 0.00 400,000 D
2025-04-14 Sutley Allison Officer A-Award A Performance Share Units 24,969 0.00 24,969 D
2025-04-12 VELTRI KATHY E Officer F-InKind D Class A Common Stock 452 7.90 3.6K 426,552 D
2025-04-12 Sedor Christian Officer M-Exempt D Restricted Stock Units 908 0.00 1,815 D
2025-04-12 Porter Jennifer E Officer M-Exempt D Restricted Stock Units 1,513 0.00 3,025 D
2025-04-12 Nachiappan Venkatachalam Officer M-Exempt D Restricted Stock Units 1,513 0.00 3,025 D
2025-04-12 Chi Lisa Officer M-Exempt D Restricted Stock Units 1,513 0.00 3,025 D
2025-04-03 VELTRI KATHY E Officer A-Award A Restricted Stock Units 35,411 0.00 35,411 D
2025-04-03 Sedor Christian Officer A-Award A Performance Share Units 14,164 0.00 14,164 D
2025-04-03 Porter Jennifer E Officer A-Award A Restricted Stock Units 35,411 0.00 35,411 D
2025-04-03 Nachiappan Venkatachalam Officer A-Award A Performance Share Units 20,361 0.00 20,361 D
2025-04-03 Chi Lisa Officer A-Award A Performance Share Units 35,411 0.00 35,411 D
2025-03-19 VELTRI KATHY E Officer M-Exempt D Performance Share Units 41,352 0.00 0 D
2025-03-19 Sedor Christian Officer M-Exempt D Performance Share Units 1,103 0.00 0 D
2025-03-19 Porter Jennifer E Officer M-Exempt D Performance Share Units 41,352 0.00 0 D
2025-03-19 Nachiappan Venkatachalam Officer F-InKind D Class A Common Stock 10,208 9.20 93.9K 97,501 D
2025-03-19 Chi Lisa Officer M-Exempt D Performance Share Units 41,352 0.00 0 D
2025-03-12 VELTRI KATHY E Officer A-Award A Restricted Stock Units 200,000 0.00 200,000 D
2025-03-12 Porter Jennifer E Officer A-Award A Restricted Stock Units 400,000 0.00 400,000 D
2025-03-12 Chi Lisa Officer A-Award A Restricted Stock Units 600,000 0.00 600,000 D
2025-03-10 VELTRI KATHY E Officer F-InKind D Class A Common Stock 823 8.97 7.4K 396,687 D
2025-03-10 Sedor Christian Officer M-Exempt D Restricted Stock Units 855 0.00 854 D
2025-03-10 Porter Jennifer E Officer M-Exempt A Class A Common Stock 2,340 0.00 427,678 D
2025-03-10 Nachiappan Venkatachalam Officer M-Exempt D Restricted Stock Units 1,872 0.00 1,872 D
2025-03-10 Chi Lisa Officer F-InKind D Class A Common Stock 962 8.97 8.6K 102,735 D
2025-01-15 VELTRI KATHY E Officer A-Award A Restricted Stock Units 20,000 0.00 20,000 D
2025-01-15 Sedor Christian Officer A-Award A Restricted Stock Units 5,000 0.00 5,000 D
2025-01-15 Porter Jennifer E Officer A-Award A Restricted Stock Units 20,000 0.00 20,000 D
2025-01-15 Nachiappan Venkatachalam Officer A-Award A Restricted Stock Units 15,000 0.00 15,000 D
2025-01-15 Chi Lisa Officer A-Award A Restricted Stock Units 20,000 0.00 20,000 D
2025-01-08 Sedor Christian Officer Class A Common Stock 0 0.00 946 D
2024-11-09 VELTRI KATHY E Officer M-Exempt A Class A Common Stock 16,667 0.00 400,101 D
2024-11-09 Porter Jennifer E Officer M-Exempt A Class A Common Stock 16,667 0.00 430,270 D
2024-11-09 Phillipson Dawn Officer M-Exempt A Class A Common Stock 16,667 0.00 519,228 D
2024-11-09 Nachiappan Venkatachalam Officer M-Exempt D Restricted Stock Units 50,000 0.00 100,000 D
2024-11-09 Chi Lisa Officer M-Exempt A Class A Common Stock 50,000 0.00 121,011 D
2024-08-02 VELTRI KATHY E Officer M-Exempt A Class A Common Stock 4,167 0.00 384,595
2024-08-02 Porter Jennifer E Officer M-Exempt A Class A Common Stock 4,167 0.00 414,764
2024-08-02 Phillipson Dawn Officer F-InKind D Class A Common Stock 1,161 13.66 15.9K 502,561
2024-08-02 Nachiappan Venkatachalam Officer M-Exempt D Restricted Stock Units 3,333 0.00 3,333
2024-08-02 Chi Lisa Officer M-Exempt A Class A Common Stock 4,167 0.00 72,452
2024-07-24 Nachiappan Venkatachalam Officer S-Sale D Class A Common Stock 6,460 16.11 104.1K 36,736
2024-07-01 Burgdoerfer Stuart B Director A-Award A Restricted Stock Units 6,954 0.00 6,954
2024-06-18 Burgdoerfer Stuart B Director 0 0.00 0
2024-06-10 Phillipson Dawn Officer S-Sale D Class A Common Stock 150,000 18.97 2.84M 499,555
2024-06-07 Chi Lisa Officer S-Sale D Class A Common Stock 500 19.50 9.8K 68,285
2024-06-06 Chi Lisa Officer S-Sale D Class A Common Stock 1,500 19.14 28.7K 68,785
2024-06-03 Moran John E Officer A-Award A Performance Share Units 13,613 0.00 13,613
2024-05-18 LEWIS GARY L Director M-Exempt A Class A Common Stock 14,570 0.00 33,701
2024-05-18 KYEES JOHN E Director M-Exempt D Restricted Stock Units 14,570 0.00 0
2024-05-18 Hyde Andrea Director M-Exempt D Restricted Stock Units 14,570 0.00 0
2024-05-18 Doody Alton F III Director M-Exempt A Class A Common Stock 14,570 0.00 66,971
2024-05-18 DePree Alexis Director M-Exempt D Restricted Stock Units 14,570 0.00 0
2024-05-18 Beargie William Director M-Exempt A Class A Common Stock 14,570 0.00 51,201
2024-05-18 ADAMS ALBERT T Director M-Exempt D Restricted Stock Units 14,570 0.00 0
2024-05-16 LEWIS GARY L Director A-Award A Restricted Stock Units 6,700 0.00 6,700
2024-05-16 KYEES JOHN E Director A-Award A Restricted Stock Units 6,700 0.00 6,700
2024-05-16 Hyde Andrea Director A-Award A Restricted Stock Units 6,700 0.00 6,700
2024-05-16 Doody Alton F III Director A-Award A Restricted Stock Units 6,700 0.00 6,700
2024-05-16 DePree Alexis Director A-Award A Restricted Stock Units 6,700 0.00 6,700
2024-05-16 Beargie William Director A-Award A Restricted Stock Units 6,700 0.00 6,700
2024-05-16 ADAMS ALBERT T Director A-Award A Restricted Stock Units 6,700 0.00 6,700
2024-05-15 Beargie William Director S-Sale D Class A Common Stock 6,500 17.03 110.7K 36,631
2024-05-06 Moran John E Officer 0 0.00 0
2024-04-12 VELTRI KATHY E Officer A-Award A Restricted Stock Units 4,538 0.00 4,538
2024-04-12 Sparks Dawn Officer A-Award A Restricted Stock Units 3,630 0.00 3,630
2024-04-12 Porter Jennifer E Officer A-Award A Restricted Stock Units 4,538 0.00 4,538
2024-04-12 Phillipson Dawn Officer A-Award A Restricted Stock Units 4,538 0.00 4,538
2024-04-12 Nachiappan Venkatachalam Officer A-Award A Restricted Stock Units 4,538 0.00 4,538
2024-04-12 Chi Lisa Officer A-Award A Restricted Stock Units 4,538 0.00 4,538
2024-03-22 ROTH JOHN M Director J-Other A Class A Common Stock 9,818 0.00 471,638
2024-03-14 ROTH JOHN M Director J-Other A Class A Common Stock 461,820 0.00 461,820
2024-03-14 FS Capital Partners VI, LLC 10% Owner J-Other D Class A Common Stock 12,027,543 0.00 250,000
2024-03-10 VELTRI KATHY E Officer M-Exempt A Class A Common Stock 2,340 0.00 381,204
2024-03-10 Sparks Dawn Officer M-Exempt A Class A Common Stock 1,872 0.00 232,691
2024-03-10 Porter Jennifer E Officer M-Exempt D Restricted Stock Units 2,340 0.00 4,679
2024-03-10 Phillipson Dawn Officer F-InKind D Class A Common Stock 776 14.90 11.6K 649,555
2024-03-10 Nachiappan Venkatachalam Officer M-Exempt D Restricted Stock Units 1,872 0.00 3,743
2024-03-10 Chi Lisa Officer M-Exempt D Restricted Stock Units 2,340 0.00 4,679
2024-01-22 Nachiappan Venkatachalam Officer P-Purchase D Call Option (right to buy) 79 12.50 987.50 0
2024-01-10 Nachiappan Venkatachalam Officer S-Sale A Call Option (right to buy) 79 12.50 987.50 79
2023-12-31 Reed John P Director / Officer / 10% Owner 0 0.00 0
2023-12-08 VELTRI KATHY E Officer S-Sale D Class A Common Stock 75,000 9.32 698.8K 378,864
2023-11-29 Doody Alton F III Director S-Sale D Class A Common Stock 1,730 9.28 16.1K 52,401
2023-11-14 FS Capital Partners VI, LLC 10% Owner S-Sale D Class A Common Stock 4,446,659 8.39 37.32M 12,277,543
2023-11-09 VELTRI KATHY E Officer A-Award A Restricted Stock Units 50,000 0.00 50,000
2023-11-09 Nachiappan Venkatachalam Officer A-Award A Restricted Stock Units 150,000 0.00 150,000
2023-08-16 FS Capital Partners VI, LLC 10% Owner S-Sale D Class A Common Stock 13,800,000 10.00 138.00M 16,724,202
2023-08-10 Beargie William Director G-Gift D Class A Common Stock 10,000 0.00 43,131
2023-08-04 Sparks Dawn Officer S-Sale D Class A Common Stock 79,637 12.02 957.1K 230,819
2023-08-03 Sparks Dawn Officer S-Sale D Class A Common Stock 70,363 12.00 844.5K 310,456
2023-08-02 VELTRI KATHY E Officer M-Exempt D Restricted Stock Units 4,167 0.00 8,333
2023-08-02 Sparks Dawn Officer M-Exempt D Restricted Stock Units 3,334 0.00 6,666
2023-08-02 Porter Jennifer E Officer M-Exempt A Class A Common Stock 4,167 0.00 410,194
2023-08-02 Phillipson Dawn Officer M-Exempt D Restricted Stock Units 4,167 0.00 8,333
2023-08-02 Nachiappan Venkatachalam Officer M-Exempt D Restricted Stock Units 3,334 0.00 6,666
2023-08-02 LEWIS GARY L Director M-Exempt A Class A Common Stock 19,131 0.00 19,131
2023-08-02 KYEES JOHN E Director M-Exempt D Restricted Stock Units 19,131 0.00 0
2023-08-02 Hyde Andrea Director M-Exempt A Class A Common Stock 19,131 0.00 19,131
2023-08-02 Doody Alton F III Director M-Exempt A Class A Common Stock 19,131 0.00 54,131
2023-08-02 Chi Lisa Officer M-Exempt D Restricted Stock Units 4,167 0.00 8,333
2023-08-02 Beargie William Director M-Exempt A Class A Common Stock 19,131 0.00 53,131
2023-08-02 ADAMS ALBERT T Director M-Exempt A Class A Common Stock 19,131 0.00 44,131
2023-05-18 LEWIS GARY L Director A-Award A Restricted Stock Units 14,570 0.00 14,570
2023-05-18 KYEES JOHN E Director A-Award A Restricted Stock Units 14,570 0.00 14,570
2023-05-18 Hyde Andrea Director A-Award A Restricted Stock Units 14,570 0.00 14,570
2023-05-18 Doody Alton F III Director A-Award A Restricted Stock Units 14,570 0.00 14,570
2023-05-18 DePree Alexis Director A-Award A Restricted Stock Units 14,570 0.00 14,570
2023-05-18 Beargie William Director A-Award A Restricted Stock Units 14,570 0.00 14,570
2023-05-18 ADAMS ALBERT T Director A-Award A Restricted Stock Units 14,570 0.00 14,570
2023-03-16 VELTRI KATHY E Officer S-Sale D Class A Common Stock 35,000 8.74 306.0K 450,858
2023-03-16 Doody Alton F III Director P-Purchase A Class A Common Stock 11,500 8.84 101.6K 35,000
2023-03-15 Sparks Dawn Officer S-Sale D Class A Common Stock 75,000 8.51 638.2K 378,414
2023-03-15 Chi Lisa Officer P-Purchase A Class A Common Stock 10,613 8.53 90.6K 66,153
2023-03-10 VELTRI KATHY E Officer A-Award A Restricted Stock Units 7,019 0.00 7,019
2023-03-10 Sparks Dawn Officer A-Award A Performance Share Units 16,846 0.00 16,846
2023-03-10 Porter Jennifer E Officer A-Award A Restricted Stock Units 7,019 0.00 7,019
2023-03-10 Phillipson Dawn Officer A-Award A Restricted Stock Units 7,019 0.00 7,019
2023-03-10 Nachiappan Venkatachalam Officer A-Award A Restricted Stock Units 5,615 0.00 5,615
2023-03-10 Chi Lisa Officer A-Award A Restricted Stock Units 7,019 0.00 7,019
2023-03-02 DePree Alexis Director 0 0.00 0
2022-09-02 Chi Lisa Officer P-Purchase A Class A Common Stock 4,500 8.36 37.6K 55,540
2022-09-01 Doody Alton F III Director P-Purchase A Class A Common Stock 11,750 8.34 98.0K 11,750
2022-08-02 VELTRI KATHY E Officer A-Award A Performance Share Units 37,500 0.00 37,500
2022-08-02 Sparks Dawn Officer A-Award A Restricted Stock Units 10,000 0.00 10,000
2022-08-02 Porter Jennifer E Officer A-Award A Performance Share Units 37,500 0.00 37,500
2022-08-02 Phillipson Dawn Officer A-Award A Restricted Stock Units 12,500 0.00 12,500
2022-08-02 Nachiappan Venkatachalam Officer A-Award A Restricted Stock Units 10,000 0.00 10,000
2022-08-02 LEWIS GARY L Director A-Award A Restricted Stock Units 19,131 0.00 19,131
2022-08-02 KYEES JOHN E Director A-Award A Restricted Stock Units 19,131 0.00 19,131
2022-08-02 Hyde Andrea Director A-Award A Restricted Stock Units 19,131 0.00 19,131
2022-08-02 Doody Alton F III Director A-Award A Restricted Stock Units 19,131 0.00 19,131
2022-08-02 Chi Lisa Officer A-Award A Restricted Stock Units 12,500 0.00 12,500
2022-08-02 Beargie William Director A-Award A Restricted Stock Units 19,131 0.00 19,131
2022-08-02 ADAMS ALBERT T Director A-Award A Restricted Stock Units 19,131 0.00 19,131
2022-06-02 VELTRI KATHY E Officer S-Sale D Class A Common Stock 20,548 6.01 123.5K 485,858
2022-06-01 Phillipson Dawn Officer P-Purchase A Class A Common Stock 10,000 5.68 56.8K 644,985
2022-05-26 VELTRI KATHY E Officer S-Sale D Class A Common Stock 645 6.00 3.9K 519,550

Executive team

Top executives
EBIT / Employee
38.5K
Shares Outstanding
141.10M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Lisa Chi Former Chief Merchandising Officer 290.9K 6.03M 3.4K 6.33M 95.35%
2 2025 Jennifer Porter Chief Marketing and eCommerce Officer 542.2K 4.27M 292.8K 14.9K 5.12M 83.41%
3 2025 John Reed President and Chief Executive Officer 1.50M 1.35M 1.80M 4.65M 0.00%
4 2025 Michael Lee Chief Financial Officer 327.9K 3.40M 177.1K 270.3K 4.18M 81.43%
5 2025 Kathy Veltri Chief Retail Officer 543.4K 2.51M 293.4K 27.1K 3.38M 74.41%
6 2025 Allison Sutley Chief Information Officer 336.5K 429.0K 151.4K 15.4K 932.4K 46.01%
7 2025 Christian Sedor Chief Accounting Officer 306.4K 267.3K 137.9K 12.7K 724.3K 36.90%
8 2025 Dawn Phillipson Former Chief Financial Officer 47.4K 2.0K 49.4K 0.00%
9 2024 John Reed President and Chief Executive Officer 1.49M 766.2K 2.26M 0.00%
10 2024 Dawn Phillipson Chief Financial Officer 490.0K 284.8K 121.2K 896.0K 31.79%
11 2024 Dawn Phillipson Former Chief Financial Officer 490.0K 284.8K 121.2K 896.0K 31.79%
12 2024 Lisa Chi Chief Merchandising Officer 467.5K 284.8K 129.0K 881.3K 32.31%
13 2024 Lisa Chi Former Chief Merchandising Officer 467.5K 284.8K 129.0K 881.3K 32.31%
14 2024 Jennifer Porter Chief Marketing and eCommerce Officer 479.3K 284.8K 113.8K 878.0K 32.44%
15 2024 Kathy Veltri Chief Retail Officer 490.0K 284.8K 90.2K 865.0K 32.92%
16 2023 John Reed President and Chief Executive Officer 1.45M 173.4K 520.3K 735.0K 2.87M 0.00%
17 2023 Lisa Chi Former Chief Merchandising Officer 456.2K 43.4K 1.49M 130.1K 11.8K 2.13M 69.89%
18 2023 Lisa Chi Chief Merchandising Officer 456.2K 43.4K 1.49M 130.1K 11.8K 2.13M 69.89%
19 2023 Venkat Nachiappan Chief Information Officer 412.9K 41.3K 1.44M 123.9K 14.5K 2.03M 70.79%
20 2023 Dawn Phillipson Chief Financial Officer 474.9K 57.0K 673.0K 171.0K 37.2K 1.41M 47.63%
21 2023 Dawn Phillipson Former Chief Financial Officer 474.9K 57.0K 673.0K 171.0K 37.2K 1.41M 47.63%
22 2023 Kathy Veltri Chief Retail Officer 474.9K 47.5K 673.0K 142.5K 28.1K 1.37M 49.27%
23 2022 John Reed President and Chief Executive Officer 1.38M 1.66M 563.9K 3.60M 0.00%
24 2022 Dawn Phillipson Chief Financial Officer 448.2K 287.5K 537.9K 29.8K 1.30M 22.06%
25 2022 Kathy Veltri Chief Retail Officer 449.1K 287.5K 449.1K 34.9K 1.22M 23.55%
26 2021 Dawn Phillipson Chief Financial Officer 396.7K 1.81M 2.26M 476.0K 21.1K 4.97M 45.53%
27 2021 John Reed President and Chief Executive Officer 1.29M 1.55M 427.0K 3.27M 0.00%
28 2021 Kathy Veltri Chief Retail Officer 403.0K 403.0K 22.9K 828.8K 0.00%
29 2020 John Reed President and Chief Executive Officer 1.26M 304.6K 609.2K 125.7K 2.30M 0.00%
30 2020 Dawn Phillipson Chief Financial Officer 371.2K 106.9K 213.7K 8.1K 699.9K 0.00%
31 2020 Kathy Veltri Chief Retail Officer 392.5K 94.2K 188.4K 12.3K 687.3K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-02 DEF 14A
2025-04-10 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-05-05 SC 13G
2026-04-17 4
2026-04-17 4
2026-04-17 4
2026-04-17 4
2026-04-17 4
2026-04-17 4
2026-04-16 4

Executive team

NameTitleCompensationGender
John Reed Founder, Chairman, President & Chief Executive Officer 5M male
Michael Alan Lee Chief Financial Officer 921.5K male
Kathy E. Veltri Chief Retail Officer 863.9K female
Jennifer E. Porter Chief Marketing & eCommerce Officer 849.8K female
Allison Sutley Chief Information Officer 625.9K female
Michael Rengel Chief Merchandising Officer 596.5K male
Christian Sedor Chief Accounting Officer 457.0K male
Tara Louise Atwood Vice President of Investor Relations female
Michael Nowak Company Secretary
Allan Churchmack Company Secretary male
ESG Rating
B
HOME IMPROVEMENT
2026
E (Environmental)
63.9 / 81.0
Company / Sector avg.
S (Social)
70.6 / 71.6
Company / Sector avg.
G (Governance)
68.7 / 54.1
Company / Sector avg.
ESG Total
67.7 / 68.9
Company / Sector avg.
ESG Score History HOME IMPROVEMENT
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)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits