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ARMOUR Residential REIT, Inc. (ARR)

USD17.11 +0.24 (+1.39%)
US NYSE Real Estate REIT - Mortgage
Address 3001 Ocean Drive 32963
Vero Beach, FL, US
CEO Scott Jeffrey Ulm
IPO 2007-12-03
CIK 1428205 ISIN US0423157058

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Also trades on London Stock Exchange · 0HHU.L (USD) New York Stock Exchange · ARR (USD) New York Stock Exchange · ARR-PC (USD)
Description

ARMOUR Residential REIT, Inc. (ARR), founded in 2008 and based in Vero Beach, Florida, primarily allocates its capital to residential mortgage-backed securities (MBS) within the United States. Its investment holdings predominantly comprise MBS that are either issued or guaranteed by U.S. Government-sponsored entities (GSEs) and the Government National Mortgage Association (GNMA. These securities are underpinned by various home loans, including fixed-rate, hybrid adjustable-rate, and adjustable-rate mortgages. The company's portfolio also encompasses unsecured debt instruments and bonds from GSEs, U.S. Treasury securities, and money market funds. Furthermore, ARR invests in other residential mortgage-backed securities where the principal and interest payments lack a guarantee from a GSE or other government agency. As a Real Estate Investment Trust (REIT) under the Internal Revenue Code, the company benefits from an exemption from corporate income tax on the portion of its net earnings that is distributed to its shareholders.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Date Filing
Enterprise 2009-07-29 View
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
USD17.11 +0.24 (+1.39%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
1.34
Float Shares
123.75M
Free Float %
99.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.23% +2.88% -2.22% -4.46% -2.11% -3.05% +5.80% -32.08% -71.61% -82.32% -95.29%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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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

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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 (25 ratings, all time) Hold
Price Targets & DCF
Current price
17.11
Low 18.00 +5.2%
Consensus 18.25 +6.7%
Median 18.25 +6.7%
High 18.50 +8.2%
Ratings Trend (MoM) 33% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
18.00
+5.2%
Last Year 3
17.50
+2.3%
All Time 6
14.50
-15.2%
Quality scores
Altman Z-Score
0.02
Distress
Piotroski F-Score
4 / 9
Average
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
4 / 5
High
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    +444.1% Q1'26: -84.8% (vs Q1'25)
  • EPS growth
    +747.1% Q1'26: -253.1% (vs Q1'25)
  • FCF margin
    Q1'26: +199.4% (vs Q1'25)
  • EBIT margin
    Q1'26: -75.8% (vs Q1'25)
  • ROIC
    Q1'26: -0.8% (vs Q1'25)
  • Share dilution
    +80.7% Q1'26: +58.6% (vs Q1'25)
  • Debt / EBITDA
    18.60× Q1'26: -108.83× (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 (1.37) × ERP
WACC = 8% × Ke + 92% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 17.11
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 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
3 EPS Ana.
Dec 2027
2 Rev. Ana.
3 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
367.63M
est: 351.72M (+4.5%)
-611.33M
est: 1.46B (-141.8%)
386.29M
est: 306.48M (+26.0%)
246.68M
est: 215.69M (+14.4%)
-141.12M
est: 151.11M (-193.4%)
272.27M
est: 158.00M (+72.3%)
35.97M
est: 162.83M (-77.9%)
212.93M
est: 191.24M (+11.3%)
-213.22M
est: 126.02M (-269.2%)
4.89M
est: 121.99M (-96.0%)
-877.95M
est: 188.53M (-565.7%)
449.67M
est: -59.35M (+857.7%)
239.90M
est: 261.55M (-8.3%)
1.31B
est: 506.61M (+157.6%)
465.30M
432.89M – 505.84M
-8.2% YoY
543.42M
505.56M – 590.76M
+16.8% YoY
490.90M
456.71M – 533.67M
-9.7% YoY
EBITDA
283.48M
est: 242.17M (+17.1%)
-103.84M
est: -64.03M (-62.2%)
-113.94M
est: -130.64M (+12.8%)
28.07M
est: -44.98M (+162.4%)
27.59M
est: -45.42M (+160.7%)
275.71M
est: 120.96M (+127.9%)
48.26M
est: 41.24M (+17.0%)
38.32M
est: 41.93M (-8.6%)
-152.14M
est: -195.03M (+22.0%)
22.47M
est: 93.39M (-75.9%)
-109.14M
est: 143.85M (-175.9%)
457.87M
est: -45.86M (+1,098.5%)
509.75M
est: 202.09M (+152.2%)
964.77M
est: 391.45M (+146.5%)
359.54M
334.49M – 390.86M
-8.2% YoY
419.89M
390.64M – 456.47M
+16.8% YoY
379.31M
352.89M – 412.36M
-9.7% YoY
EBIT
283.48M
est: 185.06M (+53.2%)
-103.84M
est: 776.22M (-113.4%)
-113.94M
est: 162.82M (-170.0%)
28.07M
est: 114.59M (-75.5%)
27.59M
est: 80.28M (-65.6%)
275.71M
est: 83.94M (+228.5%)
48.26M
est: 86.50M (-44.2%)
38.32M
est: 101.60M (-62.3%)
-152.14M
est: 66.95M (-327.2%)
22.47M
est: 64.81M (-65.3%)
-109.14M
est: 100.16M (-209.0%)
457.87M
est: -45.86M (+1,098.5%)
509.75M
est: 202.09M (+152.2%)
964.77M
est: 391.45M (+146.5%)
359.54M
334.49M – 390.86M
-8.2% YoY
419.89M
390.64M – 456.47M
+16.8% YoY
379.31M
352.89M – 412.36M
-9.7% YoY
Net Income
222.31M
est: 242.19M (-8.2%)
-187.04M
est: -156.20M (-19.7%)
-179.05M
est: -201.43M (+11.1%)
-31.21M
est: -94.88M (+67.1%)
-45.52M
est: -121.19M (+62.4%)
181.15M
est: 168.96M (+7.2%)
-105.97M
est: -104.84M (-1.1%)
-249.91M
est: -235.66M (-6.0%)
-215.11M
est: -268.49M (+19.9%)
15.36M
est: 253.16M (-93.9%)
-229.93M
est: 157.60M (-245.9%)
-67.92M
est: -247.56M (+72.6%)
-14.39M
est: 365.40M (-103.9%)
322.69M
est: 295.99M (+9.0%)
267.76M
263.10M – 316.54M
-9.5% YoY
288.21M
259.39M – 317.04M
+7.6% YoY
303.52M
276.03M – 337.90M
+5.3% YoY
SGA
est: -643.4K (+100.0%)
est: 4.27M (-100.0%)
est: 3.80M (-100.0%)
est: 2.50M (-100.0%)
est: 3.35M (-100.0%)
est: 2.92M (-100.0%)
est: 4.19M (-100.0%)
est: 4.44M (-100.0%)
est: 7.08M (-100.0%)
est: 36.77M (-100.0%)
est: 4.84M (-100.0%)
— – —
— – —
— – —
EPS
39.41
est: 9.82 (+301.3%)
-22.19
est: 6.48 (-442.4%)
-21.60
est: 4.80 (-550.0%)
-5.47
est: 18.75 (-129.2%)
-8.35
est: 13.36 (-162.5%)
21.10
est: 13.63 (+54.8%)
-14.60
est: 12.81 (-214.0%)
-22.96
est: 11.64 (-297.2%)
-17.85
est: 7.69 (-332.1%)
0.24
est: 4.85 (-95.1%)
-10.25
est: 5.91 (-273.5%)
-1.86
est: -2.60 (+28.4%)
-0.51
est: 3.88 (-113.2%)
3.31
est: 3.14 (+5.4%)
3.07
2.79 – 3.36
-2.1% YoY
3.06
2.75 – 3.36
-0.6% YoY
3.22
2.93 – 3.58
+5.3% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-24 UBS Neutral Neutral Maintain
2026-04-23 Jones Trading Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B 3/5 2/5 4/5 3/5 1/5 3/5 3/5
2026-05-27 B 3/5 2/5 4/5 3/5 1/5 3/5 3/5
2026-05-26 B 3/5 2/5 4/5 3/5 1/5 3/5 3/5
2026-05-22 B 3/5 2/5 4/5 3/5 1/5 3/5 3/5
2026-05-21 B 3/5 2/5 4/5 3/5 1/5 3/5 3/5
2026-05-20 B 3/5 2/5 4/5 3/5 1/5 3/5 3/5
2026-05-19 B 3/5 2/5 4/5 3/5 1/5 3/5 3/5
2026-05-18 B 3/5 2/5 4/5 3/5 1/5 3/5 3/5
2026-05-15 B 3/5 2/5 4/5 3/5 1/5 3/5 3/5
2026-05-14 B 3/5 2/5 4/5 3/5 1/5 3/5 3/5
2026-05-13 B 3/5 2/5 4/5 3/5 1/5 3/5 3/5
2026-05-12 B 3/5 2/5 4/5 3/5 1/5 3/5 3/5
2026-05-11 B 3/5 2/5 4/5 3/5 1/5 3/5 3/5
2026-05-08 B 3/5 2/5 4/5 3/5 1/5 3/5 3/5
2026-05-07 B 3/5 2/5 4/5 3/5 1/5 3/5 3/5
2026-05-06 B 3/5 2/5 4/5 3/5 1/5 3/5 3/5
2026-05-05 B 3/5 2/5 4/5 3/5 1/5 3/5 4/5
2026-05-04 B 3/5 2/5 4/5 3/5 1/5 3/5 4/5
2026-05-01 B+ 3/5 2/5 4/5 3/5 1/5 4/5 4/5
2026-04-30 B+ 3/5 2/5 4/5 3/5 1/5 4/5 4/5
2026-04-29 B+ 3/5 3/5 4/5 3/5 1/5 4/5 4/5
2026-04-28 B+ 3/5 3/5 4/5 3/5 1/5 4/5 4/5
2026-04-27 A- 4/5 3/5 4/5 4/5 1/5 4/5 4/5
2026-04-24 A- 4/5 3/5 4/5 4/5 1/5 4/5 4/5
2026-04-23 A- 4/5 3/5 4/5 4/5 1/5 4/5 4/5
2026-04-22 A- 4/5 3/5 4/5 4/5 1/5 4/5 4/5
2026-04-21 A- 4/5 3/5 5/5 4/5 1/5 4/5 4/5
2026-04-20 A- 4/5 3/5 5/5 4/5 1/5 4/5 4/5
2026-04-17 A- 4/5 3/5 5/5 4/5 1/5 4/5 4/5
2026-04-16 A- 4/5 3/5 5/5 4/5 1/5 4/5 4/5
2026-04-15 A- 4/5 3/5 5/5 4/5 1/5 4/5 4/5

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
230
Total invested
1.07B
Insider transactions (90d)
18
Beneficial owners (>5%)
24
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Brian Taylor 13.86M 3.90% 13.86M 13.86M IN United States 2014-01-28
2 Pine River Capital Management L.P. 13.86M 3.90% 13.86M 13.86M IA Delaware, United States 2014-01-28
3 SAB CAPITAL ADVISORS, L.L.C. 12.27M 4.10% 12.27M 12.27M OO Delaware 2012-08-13
4 The Vanguard Group - 23-1945930 9.49M 10.58% 71.9K 9.35M 137.8K IA Pennsylvania 2022-02-09
5 (1) BlackRock, Inc. 8.47M 17.30% 8.36M 8.47M HC Delaware 2024-01-22
6 Nisswa Master Fund Ltd. 3.02M 8.60% 3.02M 3.02M CO Cayman Islands 2011-04-08
7 Pine River Master Fund Ltd.*** 3.02M 3.40% 3.02M 3.02M CO Cayman Islands 2012-02-09
8 Nisswa Fixed Income Master Fund Ltd. 1.34M 7.50% 1.34M 1.34M CO Cayman Islands 2011-02-10
9 Pine River Fixed Income Master Fund Ltd.** 1.34M 1.60% 1.34M 1.34M CO Cayman Islands 2012-02-09
10 Wells Capital Management Incorporated 758.7K 6.31% 105.9K 758.7K IA Delaware 2010-12-13
11 Nisswa Acquisition Master Fund Ltd. 678.5K 0.80% 678.5K 678.5K CO Cayman Islands 2012-02-09
12 Wells Fargo Funds Management, LLC 657.8K 5.48% 657.8K 5.9K IA Delaware 2010-12-13
13 Wells Fargo and Company 551.4K 3.48% 472.3K 551.4K HC Delaware 2011-01-11
14 Andrew Milgram 463.2K 3.70% 463.2K 463.2K IN United States 2011-01-25
15 Marblegate Asset Management, LLC 463.2K 3.70% 463.2K 463.2K IA Delaware 2011-01-25
16 Marblegate Special Opportunities GP, LLC 463.2K 3.70% 463.2K 463.2K OO Delaware 2011-01-25
17 Marblegate Special Opportunities Master Fund, L.P. 463.2K 3.70% 463.2K 463.2K PN Cayman Islands 2011-01-25
18 Paul Arrouet 463.2K 3.70% 463.2K 463.2K IN United States 2011-01-25
19 North Pole Capital Master Fund 305.8K 1.20% 305.8K CO Cayman Islands 2011-02-14
20 Polar Securities Inc. 305.8K 1.20% 305.8K IA Canada 2011-02-14
21 Elkhorn Partners Limited Partnership 253.7K 7.30% 13.05M 13.05M PN Delaware 2011-02-14
22 Credit Suisse AG 1.5K 0.00% 1.5K BK, HC Switzerland 2011-02-11
23 Highbridge Capital Management, LLC 0.00% OO State of Delaware 2014-02-14
24 Highbridge International LLC 0.00% OO State of Delaware 2014-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
230
+0 vs prev Q
New positions
37
Closed positions
37
Increased
110
Reduced
71
Put/Call ratio
0.59
Calls held
1.11M
Puts held
661.5K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 17.46M +34.8K (+0.2%) 308.85M +48.5M (+18.6%) 16.74% -4.056 pp 0.01% +0.001 pp USD18.27 -3.2% 6 qtrs
2 VANGUARD GROUP INC 11.95M -44.9K (-0.4%) 211.40M +32.2M (+18.0%) 11.46% -2.858 pp 0.00% +0.000 pp USD17.60 +0.5% 9 qtrs
3 STATE STREET CORP 3.92M +53.6K (+1.4%) 69.35M +11.6M (+20.0%) 3.76% -0.856 pp 0.00% +0.000 pp USD17.58 +0.6% 9 qtrs
4 GEODE CAPITAL MANAGEMENT, LLC 2.68M -147.8K (-5.2%) 47.39M +5.2M (+12.2%) 2.57% -0.805 pp 0.00% +0.000 pp USD17.40 +1.7% 9 qtrs
5 INVESCO LTD. 1.81M -49.7K (-2.7%) 31.94M +4.2M (+15.2%) 1.73% -0.483 pp 0.00% +0.001 pp USD18.29 -3.3% 9 qtrs
6 TWO SIGMA INVESTMENTS, LP 1.76M +1.7M (+5,218.3%) 31.06M +30.6M (+6,197.3%) 1.68% +1.644 pp 0.04% +0.043 pp USD17.68 +0.1% 7 qtrs
7 D. E. SHAW & CO., INC. 1.38M -127.4K (-8.4%) 24.46M +1.9M (+8.4%) 1.33% -0.477 pp 0.01% +0.001 pp USD14.94 +18.4% 4 qtrs
8 MARSHALL WACE, LLP 1.36M -1.1M (-45.7%) 23.97M -13.3M (-35.7%) 1.30% -1.678 pp 0.02% -0.016 pp USD15.34 +15.3% 3 qtrs
9 MORGAN STANLEY 1.16M +97.5K (+9.2%) 20.44M +4.6M (+29.3%) 1.11% -0.155 pp 0.00% +0.000 pp USD18.74 -5.6% 9 qtrs
10 UBS GROUP AG 1.15M +45.0K (+4.1%) 20.43M +3.8M (+23.2%) 1.11% -0.217 pp 0.00% +0.001 pp USD15.79 +12.0% 9 qtrs
11 AMERIPRISE FINANCIAL INC 1.15M +2.1K (+0.2%) 20.37M +3.2M (+18.6%) 1.10% -0.268 pp 0.00% +0.001 pp USD17.84 -0.8% 9 qtrs
12 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 1.15M +61.3K (+5.6%) 20.31M +4.1M (+25.1%) 1.10% -0.196 pp 0.03% +0.004 pp USD17.50 +1.1% 7 qtrs
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.08M +74.4K (+7.4%) 19.05M +4.1M (+27.2%) 1.03% -0.164 pp 0.00% +0.001 pp USD17.75 -0.3% 9 qtrs
14 VAN ECK ASSOCIATES CORP 1.07M +92.6K (+9.5%) 18.91M +4.3M (+29.6%) 1.02% -0.140 pp 0.02% +0.002 pp USD13.48 +31.2% 10 qtrs
15 NORTHERN TRUST CORP 1.04M -44.5K (-4.1%) 18.44M +2.2M (+13.6%) 1.00% -0.298 pp 0.00% +0.000 pp USD17.80 -0.6% 9 qtrs
16 BANK OF NEW YORK MELLON CORP 716.4K -24.4K (-3.3%) 12.67M +1.6M (+14.5%) 0.69% -0.197 pp 0.00% +0.000 pp USD17.22 +2.7% 9 qtrs
17 ADVISORS ASSET MANAGEMENT, INC. 581.1K +125.9K (+27.6%) 10.28M +3.5M (+51.1%) 0.56% +0.014 pp 0.17% +0.057 pp USD17.00 +4.1% 9 qtrs
18 PRINCIPAL FINANCIAL GROUP INC 533.3K -10.1K (-1.9%) 9.43M +1.3M (+16.2%) 0.51% -0.137 pp 0.00% +0.001 pp USD17.61 +0.5% 9 qtrs
19 WOLVERINE ASSET MANAGEMENT LLC 531.0K -317.7K (-37.4%) 9.39M -3.3M (-25.9%) 0.51% -0.504 pp 0.07% -0.020 pp USD15.26 +15.9% 9 qtrs
20 AQR CAPITAL MANAGEMENT LLC 471.3K +364.5K (+341.4%) 8.34M +6.7M (+422.6%) 0.45% +0.324 pp 0.00% +0.003 pp USD17.54 +0.9% 7 qtrs
21 PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC 434.7K -281.3K (-39.3%) 7.69M -3.0M (-28.1%) 0.42% -0.438 pp 0.83% -0.373 pp USD14.94 +18.4% 2 qtrs
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 420.6K -72.2K (-14.7%) 7.44M +78.0K (+1.1%) 0.40% -0.185 pp 0.00% +0.000 pp USD17.71 -0.1% 9 qtrs
23 GOLDMAN SACHS GROUP INC 416.4K +170.1K (+69.1%) 7.37M +3.7M (+100.2%) 0.40% +0.105 pp 0.00% +0.001 pp USD18.32 -3.4% 9 qtrs
24 PUBLIC SECTOR PENSION INVESTMENT BOARD 387.3K -51.8K (-11.8%) 6.85M +291.4K (+4.4%) 0.37% -0.153 pp 0.02% -0.001 pp USD16.95 +4.4% 9 qtrs
25 ORG WEALTH PARTNERS, LLC 315.0K +— (+0.0%) 5.57M +866.3K (+18.4%) 0.30% -0.074 pp 1.31% +0.309 pp USD14.94 +18.4% 2 qtrs
26 RHUMBLINE ADVISERS 311.8K -28.8K (-8.5%) 5.52M +427.5K (+8.4%) 0.30% -0.108 pp 0.00% +0.000 pp USD17.58 +0.6% 9 qtrs
27 CITADEL ADVISORS LLC 306.0K +14.6K (+5.0%) 5.41M +1.1M (+24.3%) 0.29% -0.054 pp 0.00% +0.000 pp USD17.50 +1.1% 9 qtrs
28 JANE STREET GROUP, LLC 289.3K +187.4K (+183.9%) 5.12M +3.6M (+236.2%) 0.28% +0.156 pp 0.00% +0.001 pp USD17.37 +1.8% 6 qtrs
29 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 285.0K +— (+0.0%) 5.04M +783.7K (+18.4%) 0.27% -0.067 pp 0.17% +0.006 pp USD14.94 +18.4% 5 qtrs
30 LEGAL & GENERAL GROUP PLC 276.1K -10.1K (-3.5%) 4.88M +607.8K (+14.2%) 0.26% -0.077 pp 0.00% +0.000 pp USD17.67 +0.1% 9 qtrs
31 CITIGROUP INC 268.1K +6.7K (+2.6%) 4.74M +837.8K (+21.5%) 0.26% -0.055 pp 0.00% +0.000 pp USD18.56 -4.7% 9 qtrs
32 TWO SIGMA ADVISERS, LP 249.0K +249.0K (+100.0%) 4.41M +4.4M (+100.0%) 0.24% +0.239 pp 0.01% +0.009 pp USD17.69 +0.0% 5 qtrs
33 NUVEEN, LLC 245.9K +73.5K (+42.6%) 4.35M +1.8M (+68.9%) 0.24% +0.030 pp 0.00% +0.001 pp USD17.26 +2.5% 4 qtrs
34 SWISS NATIONAL BANK 222.0K +8.6K (+4.0%) 3.93M +738.9K (+23.2%) 0.21% -0.042 pp 0.00% +0.001 pp USD17.43 +1.5% 9 qtrs
35 ALMITAS CAPITAL LLC 217.1K +— (+0.0%) 3.84M +597.2K (+18.4%) 0.21% -0.051 pp 0.85% +0.103 pp USD14.94 +18.4% 2 qtrs
36 FIRST TRUST ADVISORS LP 198.5K +74.7K (+60.4%) 3.51M +1.7M (+89.9%) 0.19% +0.043 pp 0.00% +0.001 pp USD16.13 +9.7% 6 qtrs
37 BARCLAYS PLC 187.5K +63.1K (+50.7%) 3.32M +778.4K (+30.7%) 0.18% +0.031 pp 0.00% +0.000 pp USD18.46 -4.2% 9 qtrs
38 JPMORGAN CHASE & CO 183.1K -32.3K (-15.0%) 3.24M +21.0K (+0.7%) 0.18% -0.082 pp 0.00% +0.000 pp USD16.28 +8.7% 9 qtrs
39 UBS ASSET MANAGEMENT AMERICAS INC 178.6K +178.6K (+100.0%) 3.16M +3.2M (+100.0%) 0.17% +0.171 pp 0.00% +0.001 pp USD17.69 +0.0% 9 qtrs
40 PENN MUTUAL ASSET MANAGEMENT, LLC 174.1K +— (+0.0%) 3.08M +478.6K (+18.4%) 0.17% -0.041 pp 1.84% -3.211 pp USD19.62 -9.8% 8 qtrs
41 PEAK6 LLC 170.9K -124.6K (-42.2%) 3.02M -1.4M (-31.5%) 0.16% -0.189 pp 0.01% -0.001 pp USD17.31 +2.2% 5 qtrs
42 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 159.5K +— (+0.0%) 2.82M +438.5K (+18.4%) 0.15% -0.037 pp 0.04% +0.006 pp USD14.94 +18.4% 2 qtrs
43 GRANITESHARES ADVISORS LLC 154.1K +154.1K (+100.0%) 2.73M +2.7M (+100.0%) 0.15% +0.148 pp 1.66% +1.656 pp USD17.69 +0.0% 1 qtrs NEW
44 BREVAN HOWARD CAPITAL MANAGEMENT LP 152.6K +88.4K (+138.0%) 2.70M +1.7M (+181.8%) 0.15% +0.070 pp 0.03% +0.025 pp USD17.38 +1.8% 5 qtrs
45 GUGGENHEIM CAPITAL LLC 139.1K +78.3K (+129.0%) 2.46M +1.6M (+171.1%) 0.13% +0.061 pp 0.02% +0.011 pp USD17.63 +0.3% 9 qtrs
46 WELLS FARGO & COMPANY/MN 135.0K +42.8K (+46.5%) 2.39M +1.0M (+73.4%) 0.13% +0.019 pp 0.00% +0.000 pp USD17.32 +2.1% 9 qtrs
47 BANK OF AMERICA CORP /DE/ 131.1K +65.8K (+100.9%) 2.32M +1.3M (+137.9%) 0.13% +0.048 pp 0.00% +0.000 pp USD18.32 -3.4% 9 qtrs
48 CENTIVA CAPITAL, LP 113.5K +113.5K (+100.0%) 2.01M +2.0M (+100.0%) 0.11% +0.109 pp 0.02% +0.016 pp USD17.69 +0.0% 1 qtrs NEW
49 THRIVENT FINANCIAL FOR LUTHERANS 112.1K +30.9K (+38.1%) 1.98M +770.0K (+63.5%) 0.11% +0.011 pp 0.00% +0.001 pp USD17.68 +0.1% 9 qtrs
50 IEQ CAPITAL, LLC 109.9K +84.5K (+333.8%) 1.94M +1.6M (+413.7%) 0.11% +0.075 pp 0.01% +0.005 pp USD17.49 +1.1% 4 qtrs
51 QUEST PARTNERS LLC 109.7K +94.5K (+618.7%) 1.94M +1.7M (+751.0%) 0.11% +0.087 pp 0.11% +0.094 pp USD17.31 +2.2% 6 qtrs
52 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 107.8K -3.1K (-2.8%) 1.91M +250.8K (+15.1%) 0.10% -0.029 pp 0.00% +0.000 pp USD17.03 +3.9% 9 qtrs
53 ALLIANCEBERNSTEIN L.P. 107.6K +15.7K (+17.1%) 1.90M +530.3K (+38.6%) 0.10% -0.007 pp 0.00% +0.000 pp USD18.30 -3.3% 9 qtrs
54 PRUDENTIAL FINANCIAL INC 105.8K -6.5K (-5.8%) 1.87M +193.8K (+11.6%) 0.10% -0.033 pp 0.00% +0.000 pp USD17.56 +0.7% 9 qtrs
55 SIMPLEX TRADING, LLC 99.1K -102.3K (-50.8%) 1.75M -1.3M (-41.7%) 0.10% -0.145 pp 0.00% -0.001 pp USD15.40 +14.9% 8 qtrs
56 ROYAL BANK OF CANADA 98.6K -618.7K (-86.3%) 1.74M -9.0M (-83.7%) 0.09% -0.762 pp 0.00% -0.002 pp USD16.61 +6.5% 9 qtrs
57 DEUTSCHE BANK AG\ 93.0K +22.8K (+32.5%) 1.65M +596.7K (+56.9%) 0.09% +0.005 pp 0.00% +0.000 pp USD17.66 +0.2% 9 qtrs
58 SIMPLICITY WEALTH,LLC 89.2K +19.7K (+28.4%) 1.58M +539.9K (+52.0%) 0.09% +0.003 pp 0.09% +0.034 pp USD15.55 +13.8% 4 qtrs
59 PRICE T ROWE ASSOCIATES INC /MD/ 86.5K +579.0 (+0.7%) 1.53M +247.0K (+19.2%) 0.08% -0.020 pp 0.00% +0.000 pp USD12.94 +36.7% 10 qtrs
60 SIMPLIFY ASSET MANAGEMENT INC. 78.0K +78.0K (+100.0%) 1.38M +1.4M (+100.0%) 0.07% +0.075 pp 0.02% +0.023 pp USD17.69 +0.0% 1 qtrs NEW
61 BNP PARIBAS ARBITRAGE, SNC 71.8K +43.9K (+157.8%) 1.27M +853.9K (+205.3%) 0.07% +0.036 pp 0.00% +0.000 pp USD17.24 +2.6% 8 qtrs
62 PENSERRA CAPITAL MANAGEMENT LLC 68.8K +2.4K (+3.6%) 1.22M +225.0K (+22.7%) 0.07% -0.013 pp 0.01% +0.003 pp USD18.78 -5.8% 9 qtrs
63 METLIFE INVESTMENT MANAGEMENT, LLC 64.9K +— (+0.0%) 1.15M +178.4K (+18.4%) 0.06% -0.015 pp 0.01% +0.001 pp USD14.94 +18.4% 9 qtrs
64 ILLINOIS MUNICIPAL RETIREMENT FUND 63.3K +11.1K (+21.3%) 1.12M +340.2K (+43.7%) 0.06% -0.002 pp 0.01% +0.004 pp USD17.54 +0.9% 7 qtrs
65 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 61.4K +10.1K (+19.7%) 1.09M +320.0K (+41.8%) 0.06% -0.002 pp 0.00% +0.001 pp USD18.44 -4.1% 9 qtrs
66 VERITION FUND MANAGEMENT LLC 58.6K +7.5K (+14.7%) 1.04M +273.6K (+35.9%) 0.06% -0.005 pp 0.00% +0.001 pp USD16.68 +6.1% 7 qtrs
67 STATE OF ALASKA, DEPARTMENT OF REVENUE 56.9K +272.0 (+0.5%) 1.01M +160.0K (+18.9%) 0.05% -0.013 pp 0.01% +0.002 pp USD17.97 -1.6% 9 qtrs
68 ADVISOR GROUP HOLDINGS, INC. 55.9K +18.1K (+47.7%) 989.6K +429.4K (+76.7%) 0.05% +0.008 pp 0.00% +0.001 pp USD16.83 +5.1% 9 qtrs
69 INCEPTIONR LLC 53.5K +53.5K (+100.0%) 945.7K +945.7K (+100.0%) 0.05% +0.051 pp 0.26% +0.262 pp USD17.69 +0.0% 8 qtrs
70 LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM 51.3K -400.0 (-0.8%) 907.5K +135.1K (+17.5%) 0.05% -0.013 pp 0.02% +0.003 pp USD17.65 +0.2% 9 qtrs
71 MANUFACTURERS LIFE INSURANCE COMPANY, THE 48.5K -253.0 (-0.5%) 857.8K +129.6K (+17.8%) 0.05% -0.012 pp 0.00% +0.000 pp USD16.94 +4.4% 9 qtrs
72 LPL FINANCIAL LLC 48.1K -15.4K (-24.3%) 850.9K -98.1K (-10.3%) 0.05% -0.030 pp 0.00% +0.000 pp USD18.42 -4.0% 9 qtrs
73 CAPITAL FUND MANAGEMENT S.A. 47.7K -99.6K (-67.6%) 843.8K -1.4M (-61.7%) 0.05% -0.130 pp 0.00% -0.003 pp USD16.47 +7.4% 3 qtrs
74 JANUS HENDERSON GROUP PLC 47.1K +— (+0.0%) 833.2K +129.5K (+18.4%) 0.05% -0.011 pp 0.00% +0.000 pp USD17.19 +2.9% 9 qtrs
75 STATE OF TENNESSEE, TREASURY DEPARTMENT 43.9K +7.3K (+19.9%) 763.8K +216.8K (+39.6%) 0.04% -0.002 pp 0.00% +0.001 pp USD18.07 -2.1% 9 qtrs
76 INTECH INVESTMENT MANAGEMENT LLC 43.2K -38.1K (-46.9%) 763.8K -450.5K (-37.1%) 0.04% -0.056 pp 0.01% -0.004 pp USD17.82 -0.7% 6 qtrs
77 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 42.0K +9.0K (+27.3%) 743.4K +250.1K (+50.7%) 0.04% +0.001 pp 0.00% +0.001 pp USD17.69 +0.0% 9 qtrs
78 CERITY PARTNERS LLC 39.6K +39.6K (+100.0%) 700.8K +700.8K (+100.0%) 0.04% +0.038 pp 0.00% +0.001 pp USD17.69 +0.0% 1 qtrs NEW
79 LAURION CAPITAL MANAGEMENT LP 37.2K +— (+0.0%) 658.7K +102.4K (+18.4%) 0.04% -0.009 pp 0.02% +0.015 pp USD14.94 +18.4% 2 qtrs
80 FREESTONE GROVE PARTNERS LP 36.6K -32.6K (-47.1%) 647.8K -386.6K (-37.4%) 0.04% -0.048 pp 0.00% -0.003 pp USD17.53 +0.9% 5 qtrs
81 NEW YORK STATE COMMON RETIREMENT FUND 36.5K +— (+0.0%) 645.5K +100.3K (+18.4%) 0.04% -0.009 pp 0.00% +0.000 pp USD17.46 +1.3% 9 qtrs
82 RAYMOND JAMES FINANCIAL INC 33.5K +33.5K (+100.0%) 591.9K +591.9K (+100.0%) 0.03% +0.032 pp 0.00% +0.000 pp USD17.69 +0.0% 3 qtrs
83 AMALGAMATED BANK 32.7K +2.0K (+6.6%) 579.0K +120.0K (+26.1%) 0.03% -0.005 pp 0.00% +0.001 pp USD17.65 +0.2% 9 qtrs
84 ARIZONA STATE RETIREMENT SYSTEM 31.5K -1.1K (-3.4%) 556.5K +69.8K (+14.3%) 0.03% -0.009 pp 0.00% +0.000 pp USD17.39 +1.7% 9 qtrs
85 YOUSIF CAPITAL MANAGEMENT, LLC 30.0K -4.1K (-12.0%) 556.4K +47.6K (+9.4%) 0.03% -0.012 pp 0.01% +0.001 pp USD18.17 -2.6% 9 qtrs
86 NISA INVESTMENT ADVISORS, LLC 31.4K +11.3K (+56.5%) 555.1K +255.6K (+85.3%) 0.03% +0.006 pp 0.00% +0.001 pp USD18.26 -3.1% 9 qtrs
87 CWM, LLC 31.0K +21.8K (+238.5%) 548.0K +411.0K (+300.0%) 0.03% +0.019 pp 0.00% +0.001 pp USD17.50 +1.1% 9 qtrs
88 MACKENZIE FINANCIAL CORP 29.8K +48.0 (+0.2%) 522.5K +77.3K (+17.4%) 0.03% -0.007 pp 0.00% +0.000 pp USD17.85 -0.9% 5 qtrs
89 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 28.8K -2.2K (-7.1%) 509.5K +46.3K (+10.0%) 0.03% -0.009 pp 0.00% +0.001 pp USD16.93 +4.5% 5 qtrs
90 FOX RUN MANAGEMENT, L.L.C. 27.8K +27.8K (+100.0%) 491.6K +491.6K (+100.0%) 0.03% +0.027 pp 0.08% +0.076 pp USD17.69 +0.0% 1 qtrs NEW
91 KOVACK ADVISORS, INC. 27.8K -1.7K (-5.9%) 491.3K +50.5K (+11.5%) 0.03% -0.009 pp 0.02% -0.019 pp USD18.66 -5.2% 9 qtrs
92 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 27.7K -965.0 (-3.4%) 490.0K +61.8K (+14.4%) 0.03% -0.008 pp 0.00% +0.000 pp USD17.39 +1.7% 9 qtrs
93 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 27.7K +15.4K (+126.2%) 490.0K +307.0K (+167.8%) 0.03% +0.012 pp 0.00% +0.002 pp USD18.41 -3.9% 9 qtrs
94 BELVEDERE TRADING LLC 34.2K -7.5K (-18.0%) 282.4K +21.5K (+8.2%) 0.03% -0.017 pp 0.00% +0.000 pp USD19.23 -8.0% 9 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
9
Sells
0
Shares acquired
122.0K
Shares disposed
Cash buys
Cash sales
Net activity
+121,958
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
2026-05-21 ULM SCOTT Director / Officer M-Exempt A Common Stock, par value $0.001 per share 3,380 0.00 78,210 D
2026-05-21 STATON DANIEL C Director / Officer M-Exempt D Phantom Stock 1,900 0.00 32,724 D
2026-05-21 PAPERIN STEWART J Director M-Exempt D Phantom Stock 1,900 0.00 30,254 D
2026-05-21 Macauley Desmond Officer M-Exempt D Phantom Stock 1,500 0.00 22,500 D
2026-05-21 Losyev Sergey Officer M-Exempt D Phantom Stock 1,500 0.00 22,500 D
2026-05-21 Harper Gordon Officer M-Exempt D Phantom Stock 4,000 0.00 54,600 D
2026-05-21 Hain Robert C Director M-Exempt D Phantom Stock 1,900 0.00 30,254 D
2026-05-21 HOLLIHAN JOHN P III Director M-Exempt D Phantom Stock 1,900 0.00 30,254 D
2026-05-21 Downey Carolyn Director F-InKind D Common Stock, par value $0.001 per share 950 16.47 15.6K 27,874 D
2026-05-21 Behar Z Jamie Director M-Exempt D Phantom Stock 1,900 0.00 30,254 D
2026-05-21 BELL MARC H Director M-Exempt A Common Stock, par value $0.001 per share 1,900 0.00 28,301 D
2026-05-19 STATON DANIEL C Director / Officer A-Award A Phantom Stock 17,140 0.00 34,624 D
2026-05-19 PAPERIN STEWART J Director A-Award A Phantom Stock 17,140 0.00 32,154 D
2026-05-19 Hain Robert C Director A-Award A Phantom Stock 17,140 0.00 32,154 D
2026-05-19 HOLLIHAN JOHN P III Director A-Award A Phantom Stock 17,140 0.00 32,154 D
2026-05-19 Downey Carolyn Director A-Award A Phantom Stock 17,140 0.00 32,154 D
2026-05-19 Behar Z Jamie Director A-Award A Phantom Stock 17,140 0.00 32,154 D
2026-05-19 BELL MARC H Director A-Award A Phantom Stock 17,140 0.00 34,624 D
2026-04-01 PAPERIN STEWART J Director A-Award A Common Stock, par value $0.001 per share 989 16.68 16.5K 9,350 I
2026-04-01 Downey Carolyn Director A-Award A Common Stock, par value $0.001 per share 989 16.68 16.5K 26,924 D
2026-02-24 ULM SCOTT Director / Officer M-Exempt A Common Stock, par value $0.001 per share 3,380 0.00 76,182 D
2026-02-24 STATON DANIEL C Director / Officer M-Exempt A Common Stock 480 0.00 30,823 I
2026-02-24 PAPERIN STEWART J Director M-Exempt A Common Stock, par value $0.001 per share 1,043 0.00 8,361 I
2026-02-24 Macauley Desmond Officer M-Exempt A Common Stock, par value $0.001 per share 1,500 0.00 5,841 D
2026-02-24 Losyev Sergey Officer M-Exempt A Common Stock 1,500 0.00 5,221 D
2026-02-24 Harper Gordon Officer M-Exempt D Phantom Stock 4,000 0.00 58,600 D
2026-02-24 Hain Robert C Director M-Exempt D Phantom Stock 1,043 0.00 15,014 D
2026-02-24 HOLLIHAN JOHN P III Director M-Exempt D Phantom Stock 1,043 0.00 15,014 D
2026-02-24 Downey Carolyn Director M-Exempt A Common Stock, par value $0.001 per share 1,043 0.00 26,457 D
2026-02-24 Behar Z Jamie Director M-Exempt D Phantom Stock 1,043 0.00 15,014 D
2026-02-24 BELL MARC H Director M-Exempt A Common Stock, par value $0.001 per share 480 0.00 26,401 D
2026-01-06 Hain Robert C Director S-Sale D Common Stock, par value $0.001 per share 6,833 18.06 123.4K 1,010 D
2026-01-02 PAPERIN STEWART J Director A-Award A Common Stock, par value $0.001 per share 932 17.69 16.5K 7,318 I
2026-01-02 Downey Carolyn Director A-Award A Common Stock, par value $0.001 per share 932 17.69 16.5K 25,414 D
2025-12-16 STATON DANIEL C Director / Officer A-Award A Phantom Stock 12,857 0.00 19,007 D
2025-12-16 PAPERIN STEWART J Director A-Award A Phantom Stock 12,857 0.00 16,057 D
2025-12-16 Hain Robert C Director A-Award A Phantom Stock 12,857 0.00 16,057 D
2025-12-16 HOLLIHAN JOHN P III Director A-Award A Phantom Stock 12,857 0.00 16,057 D
2025-12-16 Downey Carolyn Director A-Award A Phantom Stock 12,857 0.00 16,057 D
2025-12-16 Behar Z Jamie Director A-Award A Phantom Stock 12,857 0.00 16,057 D
2025-12-16 BELL MARC H Director A-Award A Phantom Stock 12,857 0.00 19,007 D
2025-11-21 ULM SCOTT Director / Officer M-Exempt A Common Stock, par value $0.001 per share 3,380 0.00 74,154 D
2025-11-21 STATON DANIEL C Director / Officer M-Exempt D Phantom Stock 500 0.00 6,150 D
2025-11-21 PAPERIN STEWART J Director M-Exempt A Common Stock, par value $0.001 per share 540 0.00 6,386 I
2025-11-21 Macauley Desmond Officer F-InKind D Common Stock, par value $0.001 per share 393 16.31 6.4K 4,341 D
2025-11-21 Losyev Sergey Officer M-Exempt D Phantom Stock 1,500 0.00 25,500 D
2025-11-21 Harper Gordon Officer F-InKind D Common Stock, par value $0.001 per share 1,326 16.31 21.6K 24,126 D
2025-11-21 Hain Robert C Director M-Exempt D Phantom Stock 540 0.00 3,200 D
2025-11-21 HOLLIHAN JOHN P III Director M-Exempt D Phantom Stock 540 0.00 3,200 D
2025-11-21 Downey Carolyn Director M-Exempt D Phantom Stock 540 0.00 3,200 D
2025-11-21 Behar Z Jamie Director M-Exempt A Common Stock, par value $0.001 per share 540 0.00 12,501 D
2025-11-21 BELL MARC H Director M-Exempt D Phantom Stock 540 0.00 6,650 D
2025-10-01 PAPERIN STEWART J Director A-Award A Common Stock, par value $0.001 per share 1,104 14.94 16.5K 5,846 I
2025-10-01 Downey Carolyn Director A-Award A Common Stock, par value $0.001 per share 1,104 14.94 16.5K 24,212 D
2025-08-21 ULM SCOTT Director / Officer M-Exempt D Phantom Stock 3,380 0.00 43,630 D
2025-08-21 STATON DANIEL C Director / Officer M-Exempt A Common Stock, par value $0.001 per share 480 0.00 28,260 I
2025-08-21 PAPERIN STEWART J Director M-Exempt D Phantom Stock 520 0.00 3,740 D
2025-08-21 Macauley Desmond Officer F-InKind D Common Stock, par value $0.001 per share 376 14.81 5.6K 3,234 D
2025-08-21 Losyev Sergey Officer F-InKind D Common Stock 274 14.81 4.1K 2,506 D
2025-08-21 Harper Gordon Officer F-InKind D Common Stock, par value $0.001 per share 1,301 14.81 19.3K 21,452 D
2025-08-21 Hain Robert C Director M-Exempt D Phantom Stock 520 0.00 3,740 D
2025-08-21 HOLLIHAN JOHN P III Director M-Exempt A Common Stock 520 0.00 13,341 D
2025-08-21 Downey Carolyn Director F-InKind D Common Stock, par value $0.001 per share 260 14.80 3.8K 23,108 D
2025-08-21 Behar Z Jamie Director M-Exempt A Common Stock, par value $0.001 per share 520 0.00 11,961 D
2025-08-21 BELL MARC H Director M-Exempt D Phantom Stock 520 0.00 7,670 D
2025-07-01 PAPERIN STEWART J Director A-Award A Common Stock, par value $0.001 per share 981 16.81 16.5K 4,222 I
2025-07-01 Downey Carolyn Director A-Award A Common Stock, par value $0.001 per share 981 16.81 16.5K 22,848 D
2025-05-21 ULM SCOTT Director / Officer M-Exempt D Phantom Stock 3,380 0.00 47,010 D
2025-05-21 STATON DANIEL C Director / Officer M-Exempt D Phantom Stock 520 0.00 8,670 D
2025-05-21 PAPERIN STEWART J Director M-Exempt A Common Stock, par value $0.001 per share 520 0.00 3,241 I
2025-05-21 Macauley Desmond Officer M-Exempt D Phantom Stock 1,500 0.00 28,500 D
2025-05-21 Losyev Sergey Officer F-InKind D Common Stock 281 16.72 4.7K 1,280 D
2025-05-21 Harper Gordon Officer M-Exempt D Phantom Stock 4,000 0.00 70,600 D
2025-05-21 Hain Robert C Director M-Exempt A Common Stock, par value $0.001 per share 520 0.00 7,573 D
2025-05-21 HOLLIHAN JOHN P III Director M-Exempt D Phantom Stock 520 0.00 4,260 D
2025-05-21 Downey Carolyn Director M-Exempt A Common Stock, par value $0.001 per share 520 0.00 22,127 D
2025-05-21 Behar Z Jamie Director M-Exempt A Common Stock, par value $0.001 per share 520 0.00 11,441 D
2025-05-21 BELL MARC H Director M-Exempt D Phantom Stock 480 0.00 8,190 D
2025-04-28 Macauley Desmond Officer A-Award A Phantom Stock 30,000 0.00 30,000 D
2025-04-28 Losyev Sergey Officer A-Award A Phantom Stock 30,000 0.00 30,000 D
2025-04-28 Harper Gordon Officer A-Award A Phantom Stock 60,000 0.00 74,600 D
2025-04-01 PAPERIN STEWART J Director A-Award A Common Stock, par value $0.001 per share 964 17.10 16.5K 2,721 I
2025-04-01 Downey Carolyn Director A-Award A Common Stock, par value $0.001 per share 964 17.10 16.5K 21,607 D
2025-02-21 ULM SCOTT Director / Officer M-Exempt A Common Stock, par value $0.001 per share 3,380 0.00 68,070 D
2025-02-21 STATON DANIEL C Director / Officer M-Exempt D Phantom Stock 520 0.00 9,670 D
2025-02-21 PAPERIN STEWART J Director M-Exempt A Common Stock, par value $0.001 per share 520 0.00 1,757 I
2025-02-21 Harper Gordon Officer M-Exempt D Phantom Stock 1,000 0.00 14,600 D
2025-02-21 Hain Robert C Director M-Exempt D Phantom Stock 520 0.00 4,780 D
2025-02-21 HOLLIHAN JOHN P III Director M-Exempt D Phantom Stock 520 0.00 4,780 D
2025-02-21 Downey Carolyn Director M-Exempt D Phantom Stock 520 0.00 4,780 D
2025-02-21 Behar Z Jamie Director M-Exempt D Phantom Stock 520 0.00 4,780 D
2025-02-21 BELL MARC H Director M-Exempt A Common Stock, par value $0.001 per share 520 0.00 21,358 D
2025-01-13 Hain Robert C Director S-Sale D Common Stock, par value $0.001 per share 2,500 18.07 45.2K 6,793 D
2025-01-02 PAPERIN STEWART J Director A-Award A Common Stock, par value $0.001 per share 874 18.86 16.5K 1,237 I
2025-01-02 Downey Carolyn Director A-Award A Common Stock, par value $0.001 per share 874 18.86 16.5K 20,383 D
2024-12-31 PAPERIN STEWART J Director S-Sale D Common Stock, par value $0.001 per share 24,852 18.78 466.8K 363 I
2024-11-20 ULM SCOTT Director / Officer F-InKind D Common Stock, par value $0.001 per share 1,752 18.43 32.3K 64,690 D
2024-11-20 STATON DANIEL C Director / Officer M-Exempt D Phantom Stock 500 0.00 10,190 D
2024-11-20 PAPERIN STEWART J Director M-Exempt D Phantom Stock 540 0.00 5,300 D
2024-11-20 Harper Gordon Officer F-InKind D Common Stock, par value $0.001 per share 627 18.43 11.6K 15,359 D
2024-11-20 Hain Robert C Director M-Exempt D Phantom Stock 540 0.00 5,300 D
2024-11-20 HOLLIHAN JOHN P III Director M-Exempt D Phantom Stock 540 0.00 5,300 D
2024-11-20 Downey Carolyn Director M-Exempt A Common Stock, par value $0.001 per share 540 0.00 19,779 D
2024-11-20 Behar Z Jamie Director M-Exempt D Phantom Stock 540 0.00 5,300 D
2024-11-20 BELL MARC H Director M-Exempt A Common Stock, par value $0.001 per share 500 0.00 20,838 D
2024-11-07 Hain Robert C Director P-Purchase A Common Stock, par value $0.001 per share 2,500 19.08 47.7K 9,023 D
2024-10-03 STATON DANIEL C Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,966 19.85 58.9K 17,006 I
2024-10-01 PAPERIN STEWART J Director A-Award A Common Stock, par value $0.001 per share 808 20.40 16.5K 24,675 I
2024-10-01 Downey Carolyn Director A-Award A Common Stock, par value $0.001 per share 808 20.40 16.5K 19,239 D
2024-08-22 ULM SCOTT Director / Officer M-Exempt A Common Stock, par value $0.001 per share 4,380 0.00 63,814
2024-08-22 STATON DANIEL C Director / Officer M-Exempt D Phantom Stock 700 0.00 11,890
2024-08-22 PAPERIN STEWART J Director M-Exempt D Phantom Stock 520 0.00 5,840
2024-08-22 Harper Gordon Officer M-Exempt D Phantom Stock 2,100 0.00 17,700
2024-08-22 Hain Robert C Director M-Exempt D Phantom Stock 520 0.00 5,840
2024-08-22 HOLLIHAN JOHN P III Director F-InKind D Common Stock 208 20.16 4.2K 11,873
2024-08-22 Downey Carolyn Director M-Exempt D Phantom Stock 520 0.00 5,840
2024-08-22 Behar Z Jamie Director M-Exempt D Phantom Stock 520 0.00 5,840
2024-08-22 BELL MARC H Director M-Exempt A Common Stock, par value $0.001 per share 480 0.00 19,618
2024-07-01 PAPERIN STEWART J Director A-Award A Common Stock, par value $0.001 per share 851 19.38 16.5K 23,347
2024-07-01 Downey Carolyn Director A-Award A Common Stock, par value $0.001 per share 851 19.38 16.5K 18,171
2024-05-30 Macauley Desmond Officer P-Purchase A Common Stock 1,000 19.02 19.0K 1,000
2024-05-22 ULM SCOTT Director / Officer M-Exempt D Phantom Stock 4,380 0.00 62,530
2024-05-22 STATON DANIEL C Director / Officer M-Exempt D Phantom Stock 700 0.00 13,070
2024-05-22 PAPERIN STEWART J Director M-Exempt D Phantom Stock 520 0.00 6,360
2024-05-22 Harper Gordon Officer M-Exempt A Common Stock, par value $0.001 per share 2,100 0.00 13,061
2024-05-22 Hain Robert C Director F-InKind D Common Stock, par value $0.001 per share 260 0.00 6,263
2024-05-22 HOLLIHAN JOHN P III Director F-InKind D Common Stock 208 0.00 11,561
2024-05-22 Downey Carolyn Director M-Exempt A Common Stock, par value $0.001 per share 520 0.00 17,580
2024-05-22 Behar Z Jamie Director M-Exempt A Common Stock, par value $0.001 per share 520 0.00 9,341
2024-05-22 BELL MARC H Director M-Exempt A Common Stock, par value $0.001 per share 700 0.00 17,958
2024-05-15 Harper Gordon Officer A-Award A Phantom Stock 2,400 0.00 21,900
2024-04-01 PAPERIN STEWART J Director A-Award A Common Stock, par value $0.001 per share 834 19.77 16.5K 21,976
2024-04-01 Downey Carolyn Director A-Award A Common Stock, par value $0.001 per share 834 19.77 16.5K 17,060
2024-03-18 Macauley Desmond Officer 0 0.00 0
2024-03-18 Losyev Sergey Officer D Common Stock 0 0.00 53
2024-02-22 Zimmer Jeffrey J Director / Officer F-InKind D Common Stock 1,752 18.80 32.9K 51,835
2024-02-22 ULM SCOTT Director / Officer M-Exempt D Phantom Stock 4,380 0.00 66,910
2024-02-22 STATON DANIEL C Director / Officer M-Exempt D Phantom Stock 700 0.00 14,250
2024-02-22 PAPERIN STEWART J Director A-Award A Common Stock, par value $0.001 per share 520 0.00 21,142
2024-02-22 MOUNTAIN JAMES R Officer M-Exempt A Common Stock, par value $0.001 per share 1,860 0.00 21,362
2024-02-22 Harper Gordon Officer M-Exempt D Phantom Stock 980 0.00 15,660
2024-02-22 Hain Robert C Director M-Exempt D Phantom Stock 520 0.00 6,880
2024-02-22 HOLLIHAN JOHN P III Director M-Exempt D Phantom Stock 520 0.00 6,880
2024-02-22 GRUBER MARK Officer M-Exempt A Common Stock 1,660 0.00 23,588
2024-02-22 Downey Carolyn Director M-Exempt A Common Stock, par value $0.001 per share 520 0.00 16,486
2024-02-22 Behar Z Jamie Director M-Exempt A Common Stock, par value $0.001 per share 520 0.00 8,821
2024-02-22 BELL MARC H Director M-Exempt A Common Stock, par value $0.001 per share 480 0.00 17,258
2024-01-02 PAPERIN STEWART J Director A-Award A Common Stock, par value $0.001 per share 854 19.32 16.5K 20,622
2024-01-02 Downey Carolyn Director A-Award A Common Stock, par value $0.001 per share 854 19.32 16.5K 15,966
2023-12-29 STATON DANIEL C Director / Officer S-Sale D Common Stock, par value $0.001 per share 61,682 19.46 1.20M 10,500
2023-11-21 Zimmer Jeffrey J Director / Officer M-Exempt D Phantom Stock 4,380 0.00 71,290
2023-11-21 ULM SCOTT Director / Officer M-Exempt D Phantom Stock 4,380 0.00 71,290
2023-11-21 STATON DANIEL C Director / Officer M-Exempt A Common Stock 500 0.00 72,182
2023-11-21 PAPERIN STEWART J Director M-Exempt A Common Stock, par value $0.001 per share 540 0.00 19,768
2023-11-21 MOUNTAIN JAMES R Officer M-Exempt D Phantom Stock 1,860 0.00 32,880
2023-11-21 Harper Gordon Officer M-Exempt D Phantom Stock 980 0.00 16,640
2023-11-21 Hain Robert C Director M-Exempt A Common Stock, par value $0.001 per share 540 0.00 6,013
2023-11-21 HOLLIHAN JOHN P III Director M-Exempt A Common Stock 540 0.00 11,153
2023-11-21 GUBA THOMAS K Director M-Exempt A Common Stock, par value $0.001 per share 540 0.00 18,145
2023-11-21 GRUBER MARK Officer M-Exempt D Phantom Stock 1,660 0.00 32,080
2023-11-21 Downey Carolyn Director M-Exempt D Phantom Stock 540 0.00 7,400
2023-11-21 Behar Z Jamie Director M-Exempt D Phantom Stock 540 0.00 7,400
2023-11-21 BELL MARC H Director M-Exempt D Phantom Stock 720 0.00 15,450
2023-10-02 PAPERIN STEWART J Director A-Award A Common Stock, par value $0.001 per share 3,882 0.00 96,143
2023-10-02 Downey Carolyn Director A-Award A Common Stock, par value $0.001 per share 3,882 0.00 74,213
2023-08-22 Zimmer Jeffrey J Director / Officer D-Return D Common Stock 8,760 4.63 40.6K 232,896
2023-08-22 ULM SCOTT Director / Officer M-Exempt D Phantom Stock 21,900 0.00 378,350
2023-08-22 STATON DANIEL C Director / Officer M-Exempt A Common Stock, par value $0.001 per share 3,500 0.00 354,811
2023-08-22 PAPERIN STEWART J Director M-Exempt D Phantom Stock 2,600 0.00 39,700
2023-08-22 MOUNTAIN JAMES R Officer M-Exempt D Phantom Stock 9,300 0.00 173,700
2023-08-22 Harper Gordon Officer M-Exempt D Phantom Stock 4,900 0.00 88,100
2023-08-22 Hain Robert C Director M-Exempt A Common Stock, par value $0.001 per share 2,600 0.00 28,669
2023-08-22 HOLLIHAN JOHN P III Director M-Exempt D Phantom Stock 2,600 0.00 39,700
2023-08-22 GUBA THOMAS K Director M-Exempt A Common Stock, par value $0.001 per share 2,600 0.00 88,025
2023-08-22 GRUBER MARK Officer M-Exempt A Common Stock 8,300 0.00 104,981
2023-08-22 Downey Carolyn Director M-Exempt A Common Stock, par value $0.001 per share 2,600 0.00 71,631
2023-08-22 Behar Z Jamie Director M-Exempt D Phantom Stock 2,600 0.00 39,700
2023-08-22 BELL MARC H Director M-Exempt D Phantom Stock 2,400 0.00 84,350
2023-07-03 PAPERIN STEWART J Director A-Award A Common Stock, par value $0.001 per share 3,095 0.00 89,661
2023-07-03 Downey Carolyn Director A-Award A Common Stock, par value $0.001 per share 3,095 0.00 69,031
2023-05-23 Zimmer Jeffrey J Director / Officer M-Exempt D Phantom Stock 21,900 0.00 400,250
2023-05-23 ULM SCOTT Director / Officer M-Exempt D Phantom Stock 21,900 0.00 400,250
2023-05-23 STATON DANIEL C Director / Officer M-Exempt D Phantom Stock 2,400 0.00 90,250
2023-05-23 PAPERIN STEWART J Director M-Exempt A Common Stock, par value $0.001 per share 2,600 0.00 86,566
2023-05-23 MOUNTAIN JAMES R Officer M-Exempt D Phantom Stock 9,300 0.00 183,000
2023-05-23 Harper Gordon Officer M-Exempt D Phantom Stock 4,900 0.00 93,000
2023-05-23 Hain Robert C Director M-Exempt D Phantom Stock 2,600 0.00 42,300
2023-05-23 HOLLIHAN JOHN P III Director D-Return D Common Stock 1,040 4.82 5.0K 51,506
2023-05-23 GUBA THOMAS K Director M-Exempt A Common Stock, par value $0.001 per share 2,600 0.00 85,425
2023-05-23 GRUBER MARK Officer M-Exempt D Phantom Stock 8,300 0.00 177,000
2023-05-23 Downey Carolyn Director M-Exempt A Common Stock, par value $0.001 per share 2,600 0.00 67,236
2023-05-23 Behar Z Jamie Director M-Exempt A Common Stock, par value $0.001 per share 2,600 0.00 36,208
2023-05-23 BELL MARC H Director M-Exempt D Phantom Stock 2,400 0.00 90,250
2023-04-03 PAPERIN STEWART J Director A-Award A Common Stock, par value $0.001 per share 3,142 0.00 83,966
2023-04-03 Downey Carolyn Director A-Award A Common Stock, par value $0.001 per share 3,142 0.00 64,636
2023-02-21 Zimmer Jeffrey J Director / Officer M-Exempt D Phantom Stock 21,900 0.00 422,150
2023-02-21 ULM SCOTT Director / Officer M-Exempt D Phantom Stock 21,900 0.00 422,150
2023-02-21 STATON DANIEL C Director / Officer M-Exempt A Common Stock, par value $0.001 per share 2,400 0.00 339,511
2023-02-21 PAPERIN STEWART J Director M-Exempt A Common Stock, par value $0.001 per share 2,600 0.00 80,824
2023-02-21 MOUNTAIN JAMES R Officer M-Exempt D Phantom Stock 9,300 0.00 192,300

Executive team

Top executives
Shares Outstanding
124.05M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2013 Scott J. Ulm Co-Chief Executive Officer, Chief Investment Officer, Head of Risk Management and Co-Vice Chairman 871.9K 602.7K 1.47M 59.13%
2 2013 Jeffrey J. Zimmer Co-Chief Executive Officer, Co-Vice Chairman and President 871.9K 602.7K 1.47M 59.13%
3 2013 Mark Gruber Chief Operating Officer and Head of Portfolio Management 104.7K 73.3K 178.0K 58.82%
4 2013 James R. Mountain Chief Financial Officer, Treasurer and Secretary 80.4K 62.5K 143.0K 56.26%
5 2012 Jeffrey J. Zimmer Co-Chief Executive Officer, Co-Vice Chairman and President 545.8K 421.1K 966.9K 56.45%
6 2012 Scott J. Ulm Co-Chief Executive Officer, Chief Investment Officer, Head of Risk Management and Co-Vice Chairman 545.8K 421.1K 966.9K 56.45%
7 2012 Mark Gruber Chief Operating Officer and Head of Portfolio Management 56.0K 42.2K 98.2K 57.03%
8 2011 Jeffrey J. Zimmer Co-Chief Executive Officer, Co-Vice Chairman and President 105.2K 92.6K 197.8K 53.18%
9 2011 Scott J. Ulm Co-Chief Executive Officer, Chief Investment Officer, Head of Risk Management and Co-Vice Chairman 105.2K 92.6K 197.8K 53.18%
10 2011 Mark Gruber Chief Operating Officer and Head of Portfolio Management 14.4K 13.1K 27.5K 52.40%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-19 DEFA14A
2026-03-19 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-28 8-K
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-26 4

Executive team

NameTitleCompensationGender
Desmond Macauley Co-Chief Investment Officer & Head of Risk Management male
Gordon Harper Chief Financial Officer & Secretary male
Lasse Kokko Vice President of Finance & Controller male
Scott Jeffrey Ulm Chief Executive Officer and Vice Chairman male
Sergey Losyev Co-Chief Investment Officer male
Shane Rand Head of Trading & Senior Portfolio Manager
ESG Rating
B-
REIT - MORTGAGE
Rank: 111 out of 113
2019
E (Environmental)
52.1 / 72.2
Company / Sector avg.
S (Social)
59.6 / 79.0
Company / Sector avg.
G (Governance)
56.6 / 75.2
Company / Sector avg.
ESG Total
56.1 / 75.4
Company / Sector avg.
ESG Score History REIT - MORTGAGE
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2019-06-04 2020-04-27 Donna Shalala FL27 -- Sale (Full) $1,001 - $15,000
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