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Atlanticus Holdings Corporation (ATLC)

USD101.89 +4.06 (+4.15%)
US NASDAQ Financial Services Financial - Credit Services
Address Five Concourse Parkway 30328
Atlanta, GA, US
CEO Jeffrey A. Howard
IPO 1999-04-23
CIK 1464343 ISIN US04914Y1029

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Also trades on NASDAQ Global Market · ATLCL (USD) NASDAQ Global Market · ATLCZ (USD) NASDAQ Global Select · ATLC (USD) NASDAQ Global Select · ATLCP (USD)
Description

Atlanticus Holdings Corporation, operating under the ticker ATLC, is a financial services enterprise providing a spectrum of credit and related financial solutions to consumers throughout the United States. The company's operations are structured into two principal divisions: Credit as a Service and Auto Finance. The Credit as a Service segment is dedicated to the origination and facilitation of various consumer loan products. This includes both private label credit cards, often associated with specific retailers or healthcare providers, and general purpose credit cards. These cards are issued by lenders and disseminated through multiple avenues, such as retail and healthcare partnerships, targeted direct mail campaigns, digital marketing initiatives, and collaborations with external organizations. This segment empowers customers to finance acquisitions of diverse goods and services, ranging from consumer electronics and furniture to elective medical procedures, general healthcare, educational offerings, and home renovation projects. Beyond loan origination, it also offers comprehensive loan servicing, encompassing risk management and outsourced customer support for third parties, while concurrently engaging in research and development, and making strategic investments in nascent consumer finance technology platforms. The Auto Finance segment is focused on the purchase and servicing of loans collateralized by automobiles. These activities are performed for or on behalf of a carefully selected network of independent automotive dealerships and specialized finance companies, particularly those operating within the "buy-here, pay-here" and used car markets. This segment also extends its financial offerings to include inventory financing, commonly known as floor plan financing, and various installment lending products. Furthermore, Atlanticus Holdings Corporation strategically invests in and actively manages portfolios comprised of credit card receivables. The company was founded in 1996 and is headquartered in Atlanta, Georgia.

News Sentiment (7d)
78 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Date Filing
CompuCredit 2009-05-22 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
USD101.89 +4.06 (+4.15%)
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Volume Profile
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Liquidity & share structure
Average Volume
120.3K
Beta
2.12
Float Shares
9.13M
Free Float %
61.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.66% +2.89% +27.56% +47.23% +54.17% +20.78% +40.87% +174.66% +180.37% +2,595.33% +462.50%
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
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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 (6 ratings, all time) Buy
Price Targets & DCF
Current price
101.89
Low 45.00 -55.8%
Consensus 70.00 -31.3%
Median 70.00 -31.3%
High 95.00 -6.8%
DCF (Unlevered) 232.92 +128.6%
DCF (Levered) 1,180.61 +1,058.7%

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) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 4 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
95.00
-6.8%
All Time 4
60.50
-40.6%
Quality scores
Altman Z-Score
0.63
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
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 Financial - Credit Services: +13.2%
    +53.3% Q1'26: +404.6% (vs Q1'25)
  • EPS growth Financial - Credit Services: +24.0%
    +25.0% Q1'26: +49.7% (vs Q1'25)
  • FCF margin FCF growth · Financial - Credit Services: +70.9%
    -88.2% Q1'26: +42.1% (vs Q1'25)
  • EBIT margin Financial - Credit Services: +28.7%
    +22.7% Q1'26: +26.7% (vs Q1'25)
  • ROIC Financial - Credit Services: +5.0%
    +1.9% Q1'26: +8.8% (vs Q1'25)
  • Share dilution Financial - Credit Services: +0.0%
    +2.1% Q1'26: +1.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×
    38.57× Q1'26: 8.58× (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 (2.15) × ERP
WACC = 19% × Ke + 81% × Kd (4.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 233.67 Current price: 101.89
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 2000
actual
Dec 2001
actual
Dec 2003
actual
Dec 2004
actual
Dec 2005
actual
Dec 2006
actual
Dec 2007
actual
Dec 2008
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
2 EPS Ana.
Dec 2027
3 Rev. Ana.
3 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
242.06M
est: 247.04M (-2.0%)
154.22M
est: 147.12M (+4.8%)
460.35M
est: 377.99M (+21.8%)
559.41M
est: 514.81M (+8.7%)
948.59M
est: 998.64M (-5.0%)
1.34B
est: 1.23B (+8.5%)
1.76B
est: 3.07B (-42.7%)
479.27M
est: 2.03B (-76.4%)
453.93M
est: 741.17M (-38.8%)
374.42M
est: 1.07B (-64.9%)
365.68M
est: 362.25M (+0.9%)
459.57M
est: 1.31B (-65.0%)
704.50M
est: 1.93B (-63.4%)
3.08B
2.95B – 3.16B
+59.9% YoY
3.40B
3.26B – 3.49B
+10.5% YoY
4.17B
4.15B – 4.19B
+22.5% YoY
EBITDA
133.36M
est: 129.44M (+3.0%)
22.53M
est: -2.07M (+1,191.0%)
177.88M
est: 115.92M (+53.4%)
174.35M
est: 201.96M (-13.7%)
291.84M
est: 325.26M (-10.3%)
205.79M
est: 243.30M (-15.4%)
9.86M
est: 201.66M (-95.1%)
-165.18M
est: 180.02M (-191.8%)
222.07M
est: 279.95M (-20.7%)
154.12M
est: 151.43M (+1.8%)
132.60M
est: 131.64M (+0.7%)
143.76M
est: 476.90M (-69.9%)
169.61M
est: 699.82M (-75.8%)
1.12B
1.07B – 1.15B
+59.9% YoY
1.24B
1.19B – 1.27B
+10.5% YoY
1.52B
1.51B – 1.52B
+22.5% YoY
EBIT
124.16M
est: 90.29M (+37.5%)
4.41M
est: 53.77M (-91.8%)
188.71M
est: 138.15M (+36.6%)
157.07M
est: 188.16M (-16.5%)
269.84M
est: 364.99M (-26.1%)
167.93M
est: 449.91M (-62.7%)
-42.26M
est: 1.12B (-103.8%)
-201.55M
est: 741.24M (-127.2%)
219.57M
est: 270.89M (-18.9%)
149.27M
est: 176.66M (-15.5%)
128.56M
est: 127.67M (+0.7%)
138.58M
est: 462.51M (-70.0%)
159.71M
est: 678.70M (-76.5%)
1.09B
1.04B – 1.11B
+59.9% YoY
1.20B
1.15B – 1.23B
+10.5% YoY
1.47B
1.46B – 1.48B
+22.5% YoY
Net Income
82.37M
est: 78.46M (+5.0%)
2.87M
est: -14.30M (+120.1%)
121.72M
est: 77.17M (+57.7%)
100.72M
est: 79.78M (+26.2%)
171.35M
est: 179.81M (-4.7%)
107.48M
est: 100.13M (+7.3%)
-51.00M
est: -52.78M (+3.4%)
-139.47M
est: -87.59M (-59.2%)
177.90M
est: 149.38M (+19.1%)
135.60M
est: 82.73M (+63.9%)
102.85M
est: 99.49M (+3.4%)
111.30M
est: 87.65M (+27.0%)
122.20M
est: 111.80M (+9.3%)
178.81M
171.14M – 186.49M
+59.9% YoY
240.75M
235.89M – 257.04M
+34.6% YoY
411.34M
393.69M – 429.00M
+70.9% YoY
SGA
5.83M
est: -12.48M (+146.7%)
12.16M
est: -3.47M (+450.9%)
30.81M
est: 17.97M (+71.4%)
64.36M
est: 53.25M (+20.9%)
129.10M
est: 143.88M (-10.3%)
50.21M
est: 38.20M (+31.4%)
216.83M
est: 372.61M (-41.8%)
393.30M
est: 960.71M (-59.1%)
90.66M
est: 168.95M (-46.3%)
105.47M
est: 829.82M (-87.3%)
96.33M
est: 89.53M (+7.6%)
106.33M
est: 324.33M (-67.2%)
182.84M
est: 475.93M (-61.6%)
761.20M
730.09M – 779.81M
+59.9% YoY
841.30M
806.91M – 861.87M
+10.5% YoY
1.03B
1.03B – 1.04B
+22.5% YoY
EPS
1.80
est: 2.07 (-12.8%)
0.06
est: 1.16 (-94.8%)
2.38
est: 0.95 (+150.5%)
1.97
est: 1.75 (+12.6%)
3.46
est: 3.55 (-2.4%)
2.21
est: 3.13 (-29.4%)
-1.05
est: 4.44 (-123.6%)
-2.17
est: -4.57 (+52.5%)
10.32
est: 7.95 (+29.9%)
7.55
est: 6.51 (+16.1%)
5.35
est: 5.24 (+2.1%)
5.93
est: 4.62 (+28.4%)
7.39
est: 5.96 (+24.0%)
9.42
8.92 – 9.72
+58.1% YoY
12.98
12.29 – 13.40
+37.8% YoY
21.67
20.52 – 22.36
+66.9% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 B+ 3/5 4/5 5/5 4/5 1/5 3/5 2/5
2026-05-06 B+ 3/5 4/5 5/5 4/5 1/5 3/5 2/5
2026-05-05 B+ 3/5 4/5 5/5 4/5 1/5 3/5 2/5
2026-05-04 B+ 3/5 4/5 5/5 4/5 1/5 3/5 2/5
2026-05-01 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-30 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-29 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-28 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-27 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-24 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-23 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-22 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-21 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-20 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-17 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-16 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
640.97M
OE per share TTM
33.49
Owner's Yield
54.10%
Maintenance CapEx ratio
6.42%
Maint CapEx / Avg PPE
4.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
22
Total invested
10.41M
Insider transactions (90d)
1
Beneficial owners (>5%)
23
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 David G. Hanna 9.10M 43.60% 1.00M 8.10M 1.00M IN United States of America 2020-02-21
2 Bravo Trust Two 4.61M 12.10% 4.61M OO United States of America 2011-02-14
3 Frank J. Hanna, III 4.26M 23.10% 4.26M 10.00 IN United States of America 2022-11-16
4 FSH Capital, LLC 4.10M 28.40% 4.10M 10.00 OO Nevada 2022-11-16
5 Sally R. Hanna 4.10M 28.40% 4.10M 10.00 IN United States of America 2022-11-16
6 DKH Capital, LLC 4.10M 25.80% 4.10M OO Nevada 2020-02-21
7 Kimberly M. Hanna 4.10M 25.80% 4.10M IN United States of America 2020-02-21
8 Dove Ventures, LLC 4.00M 21.70% 4.00M 10.00 OO Nevada 2022-11-16
9 JPMorgan Chase & Co. 1.67M 10.90% 1.67M 1.67M HC Delaware 2014-02-10
10 Second Curve Capital, LLC 1.19M 4.95% 1.19M 1.19M OO Delaware 2012-02-09
11 Thomas K. Brown 1.19M 4.95% 1.19M 1.19M IN Delaware 2012-02-09
12 Bravo Trust One 1.04M 4.40% 1.04M OO United States of America 2012-02-14
13 William R. McCamey 839.0K 5.10% 809.0K 30.0K 609.0K 10.00 IN United States of America 2020-04-03
14 Jeffrey A. Howard 837.5K 5.50% 837.5K 837.5K IN United States of America 2022-02-10
15 (. 766.0K 4.83% 759.3K 766.0K IA Delaware Limited Partnership 2020-02-12
16 AQR Capital Management Holdings, LLC 760.3K 4.94% 760.3K HC Delaware USA 2019-02-15
17 AQR Capital Management, LLC 760.3K 4.94% 760.3K IA Delaware USA 2019-02-15
18 CNH Partners, LLC 760.3K 4.94% 760.3K IA Delaware USA 2019-02-15
19 Second Curve Partners, LP 641.8K 2.58% 641.8K 641.8K PN Delaware 2011-05-10
20 EHP Capital, LLC 263.4K 1.80% 263.4K 10.00 OO Georgia 2022-11-16
21 JPMORGAN CHASE & CO.13-2624428 5.5K 0.03% 5.5K 5.5K HC Delaware 2022-02-03
22 Aristeia Capital, L.L.C. 0.00% IA, OO Delaware 2020-04-03
23 J.P. MORGAN CORSAIR II CAPITAL PARTNERS, L.P. 0.00% PN Delaware 2011-02-16

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
22
-84 vs prev Q
New positions
6
Closed positions
90
Increased
14
Reduced
2
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 11.4K +11.4K (+100.0%) 761.09M +761.1M (+100.0%) 0.08% +0.075 pp 0.01% +0.013 pp USD66.95 +0.0% 1 qtrs NEW
2 WELLINGTON MANAGEMENT GROUP LLP 704.3K +249.1K (+54.7%) 47.15M +20.5M (+76.8%) 4.66% +1.647 pp 0.01% +0.004 pp USD56.69 +18.1% 6 qtrs
3 DIMENSIONAL FUND ADVISORS LP 566.1K -18.6K (-3.2%) 37.91M +3.6M (+10.7%) 3.74% -0.123 pp 0.01% +0.001 pp USD7.35 +810.9% 51 qtrs
4 BLACKROCK, INC. 433.3K +4.2K (+1.0%) 29.01M +3.9M (+15.4%) 2.87% +0.028 pp 0.00% +0.000 pp USD36.02 +85.9% 6 qtrs
5 VANGUARD GROUP INC 319.3K +13.5K (+4.4%) 21.37M +3.5M (+19.3%) 2.11% +0.089 pp 0.00% +0.000 pp USD17.67 +278.9% 53 qtrs
6 AMERICAN CENTURY COMPANIES INC 161.0K +16.4K (+11.3%) 10.78M +2.3M (+27.3%) 1.06% +0.109 pp 0.01% +0.001 pp USD53.34 +25.5% 17 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 137.3K -270.0 (-0.2%) 9.19M +1.1M (+14.1%) 0.91% -0.002 pp 0.00% +0.000 pp USD22.13 +202.5% 53 qtrs
8 RENAISSANCE TECHNOLOGIES LLC 128.0K -16.9K (-11.7%) 8.57M +80.9K (+1.0%) 0.85% -0.112 pp 0.01% +0.002 pp USD27.32 +145.1% 41 qtrs
9 STATE STREET CORP 117.1K +10.4K (+9.8%) 7.84M +1.6M (+25.4%) 0.77% +0.069 pp 0.00% +0.000 pp USD31.55 +112.2% 23 qtrs
10 BRIDGEWAY CAPITAL MANAGEMENT, LLC 112.1K +805.0 (+0.7%) 7.51M +985.8K (+15.1%) 0.74% +0.005 pp 0.16% +0.018 pp USD50.74 +31.9% 13 qtrs
11 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 82.0K -11.6K (-12.4%) 5.49M +9.3K (+0.2%) 0.54% -0.076 pp 0.00% 0.000 pp USD55.45 +20.7% 5 qtrs
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 65.2K +19.4K (+42.3%) 4.36M +1.7M (+62.6%) 0.43% +0.128 pp 0.00% +0.000 pp USD52.23 +28.2% 23 qtrs
13 EMPOWERED FUNDS, LLC 64.8K +4.8K (+8.0%) 4.34M +823.5K (+23.4%) 0.43% +0.032 pp 0.03% -0.001 pp USD51.32 +30.5% 11 qtrs
14 NORTHERN TRUST CORP 56.9K -5.7K (-9.1%) 3.81M +143.9K (+3.9%) 0.38% -0.038 pp 0.00% +0.000 pp USD25.01 +167.7% 51 qtrs
15 JANNEY MONTGOMERY SCOTT LLC 49.7K -1.0K (-2.1%) 3.33M +355.0K (+12.0%) 0.33% -0.007 pp 0.01% +0.001 pp USD51.25 +30.6% 4 qtrs
16 UBS GROUP AG 37.6K +28.9K (+333.2%) 2.52M +2.0M (+395.1%) 0.25% +0.191 pp 0.00% +0.000 pp USD62.63 +6.9% 34 qtrs
17 VICTORY CAPITAL MANAGEMENT INC 31.2K +47.0 (+0.2%) 2.09M +264.1K (+14.5%) 0.21% +0.000 pp 0.00% +0.000 pp USD55.46 +20.7% 3 qtrs
18 BANK OF NEW YORK MELLON CORP 29.7K -632.0 (-2.1%) 1.99M +211.5K (+11.9%) 0.20% -0.004 pp 0.00% +0.000 pp USD33.26 +101.3% 23 qtrs
19 MILLENNIUM MANAGEMENT LLC 29.2K +12.6K (+75.4%) 1.96M +981.3K (+100.5%) 0.19% +0.083 pp 0.00% +0.000 pp USD61.83 +8.3% 7 qtrs
20 PANAGORA ASSET MANAGEMENT INC 28.2K +13.8K (+96.4%) 1.89M +1.0M (+124.4%) 0.19% +0.092 pp 0.01% +0.003 pp USD61.03 +9.7% 3 qtrs
21 JACOBS LEVY EQUITY MANAGEMENT, INC 26.1K -529.0 (-2.0%) 1.75M +187.4K (+12.0%) 0.17% -0.004 pp 0.01% +0.001 pp USD51.59 +29.8% 4 qtrs
22 LOS ANGELES CAPITAL MANAGEMENT LLC 31.3K +7.0K (+28.7%) 1.70M +274.5K (+19.3%) 0.21% +0.046 pp 0.01% +0.001 pp USD51.32 +30.5% 18 qtrs
23 GOLDMAN SACHS GROUP INC 21.6K -5.2K (-19.5%) 1.45M -125.6K (-8.0%) 0.14% -0.035 pp 0.00% +0.000 pp USD47.42 +41.2% 7 qtrs
24 MORGAN STANLEY 18.6K -69.7K (-78.9%) 1.25M -3.9M (-75.9%) 0.12% -0.461 pp 0.00% 0.000 pp USD54.81 +22.1% 33 qtrs
25 RUSSELL INVESTMENTS GROUP, LTD. 18.2K +9.7K (+113.7%) 1.22M +718.6K (+144.2%) 0.12% +0.064 pp 0.00% +0.001 pp USD61.22 +9.4% 5 qtrs
26 RAYMOND JAMES FINANCIAL INC 17.4K +17.4K (+100.0%) 1.17M +1.2M (+100.0%) 0.12% +0.115 pp 0.00% +0.000 pp USD66.95 +0.0% 3 qtrs
27 CITADEL ADVISORS LLC 15.3K +403.0 (+2.7%) 1.02M +151.6K (+17.4%) 0.10% +0.003 pp 0.00% +0.000 pp USD55.07 +21.6% 52 qtrs
28 DENALI ADVISORS LLC 15.2K +6.9K (+83.8%) 1.02M +534.0K (+110.1%) 0.10% +0.046 pp 0.11% +0.058 pp USD62.40 +7.3% 2 qtrs
29 AQR CAPITAL MANAGEMENT LLC 15.1K +2.6K (+20.6%) 1.01M +278.3K (+37.9%) 0.10% +0.017 pp 0.00% +0.000 pp USD53.85 +24.3% 4 qtrs
30 INVESCO LTD. 13.4K -33.3K (-71.4%) 894.3K -1.8M (-67.3%) 0.09% -0.220 pp 0.00% 0.000 pp USD57.72 +16.0% 4 qtrs
31 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 12.5K -1.7K (-11.7%) 834.9K +7.7K (+0.9%) 0.08% -0.011 pp 0.00% 0.000 pp USD55.87 +19.8% 5 qtrs
32 STATE OF WISCONSIN INVESTMENT BOARD 12.2K -7.6K (-38.5%) 813.7K -344.9K (-29.8%) 0.08% -0.050 pp 0.00% -0.001 pp USD45.89 +45.9% 12 qtrs
33 SWISS NATIONAL BANK 11.7K +— (+0.0%) 783.3K +97.9K (+14.3%) 0.08% +0.000 pp 0.00% +0.000 pp USD52.17 +28.3% 4 qtrs
34 PRINCIPAL FINANCIAL GROUP INC 10.8K +3.4K (+47.1%) 719.8K +291.6K (+68.1%) 0.07% +0.023 pp 0.00% +0.000 pp USD58.66 +14.1% 3 qtrs
35 NUVEEN, LLC 10.4K +— (+0.0%) 699.2K +87.4K (+14.3%) 0.07% +0.000 pp 0.00% +0.000 pp USD51.33 +30.4% 4 qtrs
36 BARCLAYS PLC 9.9K +1.7K (+21.1%) 666.1K +377.8K (+131.0%) 0.07% +0.011 pp 0.00% +0.000 pp USD47.03 +42.4% 23 qtrs
37 PRICE T ROWE ASSOCIATES INC /MD/ 9.2K +478.0 (+5.5%) 616.0K +105.0K (+20.5%) 0.06% +0.003 pp 0.00% +0.000 pp USD41.88 +59.9% 6 qtrs
38 XTX TOPCO LTD 8.9K +8.9K (+100.0%) 594.4K +594.4K (+100.0%) 0.06% +0.059 pp 0.02% +0.016 pp USD66.95 +0.0% 1 qtrs NEW
39 UBS ASSET MANAGEMENT AMERICAS INC 8.6K +19.0 (+0.2%) 574.8K +73.0K (+14.5%) 0.06% +0.000 pp 0.00% +0.000 pp USD52.84 +26.7% 4 qtrs
40 PRUDENTIAL FINANCIAL INC 7.8K +2.2K (+39.0%) 521.5K +193.2K (+58.8%) 0.05% +0.014 pp 0.00% +0.000 pp USD60.93 +9.9% 2 qtrs
41 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 7.8K +681.0 (+9.6%) 521.1K +105.0K (+25.2%) 0.05% +0.005 pp 0.00% +0.000 pp USD52.53 +27.5% 4 qtrs
42 RHUMBLINE ADVISERS 7.0K -976.0 (-12.2%) 470.4K +1.6K (+0.3%) 0.05% -0.007 pp 0.00% +0.000 pp USD40.84 +63.9% 11 qtrs
43 ROCKEFELLER CAPITAL MANAGEMENT L.P. 7.0K +— (+0.0%) 466.0K +58.3K (+14.3%) 0.05% +0.000 pp 0.00% +0.000 pp USD58.58 +14.3% 2 qtrs
44 JANE STREET GROUP, LLC 6.9K -17.9K (-72.2%) 460.9K -989.7K (-68.2%) 0.05% -0.118 pp 0.00% 0.000 pp USD53.10 +26.1% 6 qtrs
45 ALLIANCEBERNSTEIN L.P. 6.8K -1.5K (-18.2%) 452.6K -31.3K (-6.5%) 0.04% -0.010 pp 0.00% +0.000 pp USD38.99 +71.7% 11 qtrs
46 WELLS FARGO & COMPANY/MN 6.6K -5.0K (-43.1%) 441.3K -237.5K (-35.0%) 0.04% -0.033 pp 0.00% +0.000 pp USD55.22 +21.2% 40 qtrs
47 HB WEALTH MANAGEMENT, LLC 6.4K +5.0 (+0.1%) 427.2K +53.7K (+14.4%) 0.04% +0.000 pp 0.00% +0.000 pp USD58.59 +14.3% 13 qtrs
48 ALPS ADVISORS INC 6.4K +50.0 (+0.8%) 426.5K +56.2K (+15.2%) 0.04% +0.000 pp 0.00% +0.000 pp USD58.65 +14.2% 2 qtrs
49 CREATIVE PLANNING 6.3K +1.1K (+21.4%) 421.2K +117.7K (+38.8%) 0.04% +0.007 pp 0.00% +0.000 pp USD60.06 +11.5% 2 qtrs
50 NEW YORK STATE COMMON RETIREMENT FUND 6.1K +1.1K (+22.2%) 405.3K +115.1K (+39.7%) 0.04% +0.007 pp 0.00% +0.000 pp USD49.38 +35.6% 23 qtrs
51 LEGAL & GENERAL GROUP PLC 5.5K +— (+0.0%) 368.8K +46.1K (+14.3%) 0.04% +0.000 pp 0.00% +0.000 pp USD51.81 +29.2% 23 qtrs
52 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 5.4K -71.0 (-1.3%) 363.6K +41.3K (+12.8%) 0.04% -0.001 pp 0.00% +0.000 pp USD51.05 +31.1% 23 qtrs
53 BANK OF AMERICA CORP /DE/ 5.3K +106.0 (+2.0%) 356.0K +50.7K (+16.6%) 0.04% +0.001 pp 0.00% +0.000 pp USD46.62 +43.6% 26 qtrs
54 BNP PARIBAS ARBITRAGE, SNC 5.2K -385.0 (-6.9%) 346.1K +20.7K (+6.4%) 0.03% -0.003 pp 0.00% +0.000 pp USD56.02 +19.5% 23 qtrs
55 POINT72 ASSET MANAGEMENT, L.P. 5.1K -1.8K (-25.7%) 341.8K -60.9K (-15.1%) 0.03% -0.012 pp 0.00% 0.000 pp USD58.58 +14.3% 2 qtrs
56 JPMORGAN CHASE & CO 4.8K -9.5K (-66.3%) 323.6K -517.2K (-61.5%) 0.03% -0.063 pp 0.00% +0.000 pp USD53.07 +26.2% 23 qtrs
57 ROYAL BANK OF CANADA 4.3K -7.9K (-64.8%) 288.0K -428.0K (-59.8%) 0.03% -0.052 pp 0.00% 0.000 pp USD51.70 +29.5% 21 qtrs
58 RANGE FINANCIAL GROUP LLC 4.3K +4.3K (+100.0%) 286.5K +286.5K (+100.0%) 0.03% +0.028 pp 0.10% +0.099 pp USD66.95 +0.0% 1 qtrs NEW
59 DEUTSCHE BANK AG\ 4.0K -30.0 (-0.7%) 268.9K +31.9K (+13.4%) 0.03% 0.000 pp 0.00% +0.000 pp USD38.48 +74.0% 50 qtrs
60 HOHIMER WEALTH MANAGEMENT, LLC 3.7K -5.0 (-0.1%) 249.3K +30.9K (+14.1%) 0.02% +0.000 pp 0.03% +0.003 pp USD55.59 +20.4% 5 qtrs
61 TEACHER RETIREMENT SYSTEM OF TEXAS 3.5K +3.5K (+100.0%) 233.7K +233.7K (+100.0%) 0.02% +0.023 pp 0.00% +0.001 pp USD66.95 +0.0% 1 qtrs NEW
62 FRANKLIN RESOURCES INC 3.4K +— (+0.0%) 230.5K +28.8K (+14.3%) 0.02% +0.000 pp 0.00% +0.000 pp USD58.58 +14.3% 2 qtrs
63 SUSQUEHANNA INTERNATIONAL GROUP, LLP 3.4K -332.0 (-8.8%) 229.4K +9.2K (+4.2%) 0.02% -0.002 pp 0.00% +0.000 pp USD52.90 +26.6% 5 qtrs
64 HSBC HOLDINGS PLC 3.4K +3.4K (+100.0%) 223.4K +223.4K (+100.0%) 0.02% +0.022 pp 0.00% +0.000 pp USD66.95 +0.0% 1 qtrs NEW
65 ZACKS INVESTMENT MANAGEMENT 3.3K +3.3K (+100.0%) 220.5K +220.5K (+100.0%) 0.02% +0.022 pp 0.00% +0.002 pp USD66.95 +0.0% 1 qtrs NEW
66 MAN GROUP PLC 3.1K -2.2K (-41.6%) 210.2K -104.6K (-33.2%) 0.02% -0.015 pp 0.00% 0.000 pp USD54.75 +22.3% 3 qtrs
67 METLIFE INVESTMENT MANAGEMENT, LLC 2.9K +— (+0.0%) 196.8K +24.6K (+14.3%) 0.02% +0.000 pp 0.00% +0.000 pp USD38.14 +75.5% 11 qtrs
68 GLOBEFLEX CAPITAL L P 2.9K +— (+0.0%) 194.7K +24.3K (+14.3%) 0.02% +0.000 pp 0.03% +0.004 pp USD54.52 +22.8% 5 qtrs
69 FMR LLC 2.7K +269.0 (+11.3%) 177.7K +38.0K (+27.2%) 0.02% +0.002 pp 0.00% +0.000 pp USD39.69 +68.7% 18 qtrs
70 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 2.5K +36.0 (+1.5%) 165.0K +22.7K (+16.0%) 0.02% +0.000 pp 0.00% +0.000 pp USD33.94 +97.3% 7 qtrs
71 STATE OF WYOMING 2.4K +2.4K (+100.0%) 158.3K +158.3K (+100.0%) 0.02% +0.016 pp 0.02% +0.017 pp USD66.95 +0.0% 4 qtrs
72 CWM, LLC 1.7K -2.0 (-0.1%) 112.0K +14.0K (+14.3%) 0.01% +0.000 pp 0.00% +0.000 pp USD69.15 -3.2% 17 qtrs
73 STATE OF ALASKA, DEPARTMENT OF REVENUE 1.6K +1.6K (+100.0%) 105.0K +105.0K (+100.0%) 0.01% +0.010 pp 0.00% +0.001 pp USD66.95 +0.0% 1 qtrs NEW
74 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 1.4K +— (+0.0%) 91.4K +11.4K (+14.3%) 0.01% +0.000 pp 0.00% +0.000 pp USD54.12 +23.7% 5 qtrs
75 KLP KAPITALFORVALTNING AS 1.3K +200.0 (+18.2%) 87.0K +22.6K (+35.1%) 0.01% +0.001 pp 0.00% +0.000 pp USD53.58 +25.0% 4 qtrs
76 ADVISOR GROUP HOLDINGS, INC. 1.0K -28.0 (-2.7%) 67.1K -989.0 (-1.5%) 0.01% 0.000 pp 0.00% +0.000 pp USD54.20 +23.5% 24 qtrs
77 MURPHY & MULLICK CAPITAL MANAGEMENT CORP 700.00 +— (+0.0%) 46.9K +8.9K (+23.3%) 0.00% +0.000 pp 0.03% +0.006 pp USD58.58 +14.3% 2 qtrs
78 CITIGROUP INC 645.00 +159.0 (+32.7%) 43.2K +14.7K (+51.7%) 0.00% +0.001 pp 0.00% +0.000 pp USD43.77 +53.0% 24 qtrs
79 TOWER RESEARCH CAPITAL LLC (TRC) 600.00 +302.0 (+101.3%) 40.2K +22.7K (+130.1%) 0.00% +0.002 pp 0.00% +0.001 pp USD58.12 +15.2% 24 qtrs
80 QUANTBOT TECHNOLOGIES LP 577.00 -3.8K (-86.7%) 38.6K -215.6K (-84.8%) 0.00% -0.025 pp 0.00% -0.006 pp USD56.21 +19.1% 5 qtrs
81 AMERITAS INVESTMENT PARTNERS, INC. 446.00 +— (+0.0%) 29.9K +3.7K (+14.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.34 +547.5% 23 qtrs
82 FARTHER FINANCE ADVISORS, LLC 435.00 +38.0 (+9.6%) 29.1K +5.9K (+25.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD54.99 +21.7% 4 qtrs
83 DEKABANK DEUTSCHE GIROZENTRALE 978.00 +— (+0.0%) 29.0K -30.0K (-50.8%) 0.01% +0.000 pp 0.00% +0.000 pp USD31.08 +115.4% 10 qtrs
84 STERLING CAPITAL MANAGEMENT LLC 291.00 -56.0 (-16.1%) 19.5K -845.0 (-4.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD56.66 +18.2% 6 qtrs
85 QUEST PARTNERS LLC 246.00 -1.2K (-82.9%) 16.5K -67.8K (-80.4%) 0.00% -0.008 pp 0.00% -0.005 pp USD58.56 +14.3% 3 qtrs
86 JONES FINANCIAL COMPANIES LLLP 176.00 -148.0 (-45.7%) 11.8K -8.8K (-42.6%) 0.00% -0.001 pp 0.00% +0.000 pp USD54.50 +22.8% 4 qtrs
87 AMALGAMATED BANK 168.00 -3.0 (-1.8%) 11.0K +1.0K (+10.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD51.74 +29.4% 16 qtrs
88 COMERICA BANK 132.00 +— (+0.0%) 8.8K +1.1K (+14.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD53.20 +25.8% 4 qtrs
89 GAMMA INVESTING LLC 122.00 +8.0 (+7.0%) 8.2K +1.5K (+22.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD50.72 +32.0% 9 qtrs
90 NISA INVESTMENT ADVISORS, LLC 94.00 +— (+0.0%) 6.3K +786.0 (+14.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD44.37 +50.9% 16 qtrs
91 QUADRANT CAPITAL GROUP LLC 78.00 +43.0 (+122.9%) 5.2K +3.2K (+154.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD63.18 +6.0% 2 qtrs
92 OPTIVER HOLDING B.V. 50.00 +— (+0.0%) 3.3K +419.0 (+14.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD58.58 +14.3% 2 qtrs
93 FEDERATED HERMES, INC. 33.00 -19.0 (-36.5%) 2.2K -837.0 (-27.5%) 0.00% 0.000 pp 0.00% +0.000 pp USD58.58 +14.3% 2 qtrs
94 COVESTOR LTD 23.00 -10.0 (-30.3%) 2.0K +— (+0.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD48.09 +39.2% 9 qtrs
95 PNC FINANCIAL SERVICES GROUP, INC. 18.00 -83.0 (-82.2%) 1.2K -4.7K (-79.6%) 0.00% -0.001 pp 0.00% +0.000 pp USD36.28 +84.5% 7 qtrs
96 LARSON FINANCIAL GROUP LLC 17.00 -287.0 (-94.4%) 1.1K -16.7K (-93.6%) 0.00% -0.002 pp 0.00% -0.001 pp USD58.53 +14.4% 2 qtrs
97 USA FINANCIAL PORTFORMULAS CORP 14.00 +14.0 (+100.0%) 937.00 +937.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD66.93 +0.0% 1 qtrs NEW
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 Argent Focused Small Cap ETF ALIL 2.23% 410.5K 0.74%
2 Inspire Fidelis Multi Factor ETF FDLS 0.97% 2.23M 0.66%
3 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.27% 4.66M 0.47%
4 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.27% 31.6K 0.29%
5 WisdomTree U.S. SmallCap Fund EES 0.13% 902.5K 0.38%
6 First Trust Merger Arbitrage ETF NTRL 0.12% 21.5K 0.95%
7 iShares Micro-Cap ETF IWC 0.11% 1.70M 0.60%
8 BondBloxx B Rated USD High Yield Corporate Bond ETF XB 0.09% 51.8K 0.30%
9 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.08% 791.0K 0.20%
10 Principal U.S. Small-Cap Multi-Factor ETF PSC 0.06% 832.0K 0.38%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
0
Sells
0
Shares acquired
Shares disposed
Cash buys
Cash sales
Net activity
+0
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
2026-05-07 Dickerson William Brinkley Director Common Stock 0 0.00 0 D
2026-03-20 Saunders Mitchell Officer F-InKind D Common Stock 70 54.67 3.8K 56,273 D
2026-03-20 McCamey William Officer F-InKind D Common Stock 330 54.67 18.0K 147,410 D
2026-03-20 Howard Jeffrey A. Director / Officer F-InKind D Common Stock 474 54.67 25.9K 683,265 D
2026-03-19 Saunders Mitchell Officer A-Award A Common Stock 3,715 0.00 56,343 D
2026-03-19 McCamey William Officer A-Award A Common Stock 18,574 0.00 147,740 D
2026-03-19 Howard Jeffrey A. Director / Officer A-Award A Common Stock 74,294 0.00 683,739 D
2026-03-13 Saunders Mitchell Officer F-InKind D Common Stock 152 47.96 7.3K 51,699 D
2026-03-13 McCamey William Officer F-InKind D Common Stock 2,018 47.96 96.8K 129,166 D
2026-03-13 Howard Jeffrey A. Director / Officer F-InKind D Common Stock 2,885 47.96 138.4K 609,445 D
2026-01-13 HUDSON DEAL W Director S-Sale D Common Stock 1,675 59.72 100.0K 60,467 D
2026-01-02 MATTINGLY MACK F Director A-Award A Common Stock 1,050 0.00 18,500 D
2026-01-02 Jones Joann G Director A-Award A Common Stock 1,050 0.00 11,500 D
2026-01-02 JAMES DENNIS H JR Director A-Award A Common Stock 1,050 0.00 23,378 D
2026-01-02 Harrod Denise M Director A-Award A Common Stock 1,050 0.00 7,500 D
2026-01-02 HUDSON DEAL W Director A-Award A Common Stock 1,050 0.00 62,142 D
2025-12-31 HANNA FRANK J III 10% Owner Common Stock 0 0.00 3,898,072 I
2025-12-11 HANNA DAVID G Director / Officer / 10% Owner G-Gift D Common Stock 10,000 0.00 3,563,072 I
2025-11-11 McCamey William Officer M-Exempt A Common Stock 1,000 15.30 15.3K 132,849 D
2025-11-10 Saunders Mitchell Officer M-Exempt A Common Stock 1,000 15.30 15.3K 52,566 D
2025-11-07 Howard Jeffrey A. Director / Officer M-Exempt A Common Stock 1,000 15.30 15.3K 613,949 D
2025-10-23 HANNA DAVID G Director / Officer / 10% Owner M-Exempt A Common Stock 1,000 15.30 15.3K 284,392 D
2025-08-13 HUDSON DEAL W Director S-Sale D Common Stock 2,000 62.39 124.8K 61,092 D
2025-06-10 JAMES DENNIS H JR Director G-Gift D Common Stock 400 0.00 22,328 D
2025-04-08 HANNA DAVID G Director / Officer / 10% Owner W-Will A Common Stock 19,960 0.00 283,392 D
2025-03-24 HUDSON DEAL W Director S-Sale D Common Stock 2,400 52.39 125.7K 63,092 D
2025-03-20 Saunders Mitchell Officer A-Award A Common Stock 390 0.00 51,566 D
2025-03-20 McCamey William Officer A-Award A Common Stock 3,253 0.00 131,849 D
2025-03-20 Howard Jeffrey A. Director / Officer A-Award A Common Stock 4,651 0.00 612,949 D
2025-03-14 Saunders Mitchell Officer F-InKind D Common Stock 105 48.64 5.1K 50,592 D
2025-03-14 McCamey William Officer F-InKind D Common Stock 1,493 48.64 72.6K 128,596 D
2025-03-14 Howard Jeffrey A. Director / Officer F-InKind D Common Stock 2,819 48.64 137.1K 608,298 D
2025-03-13 Saunders Mitchell Officer F-InKind D Common Stock 152 43.71 6.6K 50,697 D
2025-03-13 McCamey William Officer F-InKind D Common Stock 3,014 43.71 131.7K 130,089 D
2025-03-13 Howard Jeffrey A. Director / Officer F-InKind D Common Stock 4,310 43.71 188.4K 611,117 D
2025-03-08 Saunders Mitchell Officer F-InKind D Common Stock 124 46.06 5.7K 50,849 D
2025-03-08 McCamey William Officer F-InKind D Common Stock 1,694 46.06 78.0K 133,103 D
2025-03-08 Howard Jeffrey A. Director / Officer F-InKind D Common Stock 2,392 46.06 110.2K 615,427 D
2025-01-02 MATTINGLY MACK F Director A-Award A Common Stock 1,150 0.00 17,450 D
2025-01-02 Jones Joann G Director A-Award A Common Stock 1,150 0.00 10,450 D
2025-01-02 JAMES DENNIS H JR Director A-Award A Common Stock 1,150 0.00 22,728 D
2025-01-02 Harrod Denise M Director A-Award A Common Stock 1,150 0.00 6,450 D
2025-01-02 HUDSON DEAL W Director A-Award A Common Stock 1,150 0.00 65,492 D
2024-12-16 HANNA FRANK J III 10% Owner G-Gift D Common Stock 100,000 0.00 3,898,072 I
2024-11-22 Saunders Mitchell Officer S-Sale D Common Stock 16,004 55.55 889.0K 50,973 D
2024-11-19 HANNA DAVID G Director / Officer / 10% Owner G-Gift D Common Stock 100,000 0.00 3,573,072 I
2024-11-18 Harrod Denise M Director S-Sale D Common Stock 359 49.00 17.6K 5,300 D
2024-11-15 Harrod Denise M Director S-Sale D Common Stock 1,141 49.00 55.9K 5,659 D
2024-11-15 HUDSON DEAL W Director S-Sale D Common Stock 613 48.98 30.0K 64,342 D
2024-09-16 HUDSON DEAL W Director S-Sale D Common Stock 2,500 31.35 78.4K 64,955
2024-09-05 HUDSON DEAL W Director S-Sale D Common Stock 1,200 32.75 39.3K 67,455
2024-05-29 HUDSON DEAL W Director S-Sale D Common Stock 1,200 26.05 31.3K 68,655
2024-04-09 HANNA FRANK J III 10% Owner P-Purchase A Common Stock 263,432 28.21 7.43M 263,432
2024-03-18 Saunders Mitchell Officer F-InKind D Common Stock 119 30.11 3.6K 66,977
2024-03-14 Saunders Mitchell Officer F-InKind D Common Stock 105 30.01 3.2K 67,096
2024-03-14 McCamey William Officer F-InKind D Common Stock 999 30.01 30.0K 134,797
2024-03-14 Howard Jeffrey A. Director / Officer F-InKind D Common Stock 2,509 30.01 75.3K 617,819
2024-03-13 Saunders Mitchell Officer F-InKind D Common Stock 152 30.08 4.6K 67,201
2024-03-13 McCamey William Officer F-InKind D Common Stock 2,018 30.08 60.7K 135,796
2024-03-13 Howard Jeffrey A. Director / Officer F-InKind D Common Stock 2,885 30.08 86.8K 620,328
2024-03-12 HUDSON DEAL W Director S-Sale D Common Stock 2,000 30.50 61.0K 69,855
2024-03-08 Saunders Mitchell Officer A-Award A Common Stock 1,041 0.00 66,702
2024-03-08 McCamey William Officer A-Award A Common Stock 10,830 0.00 137,814
2024-03-08 Howard Jeffrey A. Director / Officer A-Award A Common Stock 15,513 0.00 623,213
2024-01-30 HUDSON DEAL W Director S-Sale D Common Stock 551 36.09 19.9K 72,401
2024-01-02 MATTINGLY MACK F Director A-Award A Common Stock 2,000 0.00 16,300
2024-01-02 Jones Joann G Director A-Award A Common Stock 2,000 0.00 9,300
2024-01-02 JAMES DENNIS H JR Director A-Award A Common Stock 2,000 0.00 21,578
2024-01-02 Harrod Denise M Director A-Award A Common Stock 2,000 0.00 6,800
2024-01-02 HUDSON DEAL W Director A-Award A Common Stock 2,000 0.00 72,952
2023-12-31 HANNA FRANK J III 10% Owner I Common Stock 0 0.00 263
2023-12-31 HANNA DAVID G Director / Officer / 10% Owner D Common Stock 0 0.00 263,432
2023-09-07 Howard Jeffrey A. Director / Officer M-Exempt D Employee Stock Option (right to buy) 200,000 6.00 1.20M 0
2023-09-05 Howard Jeffrey A. Director / Officer M-Exempt D Employee Stock Option (right to buy) 150,000 6.00 900.0K 50,000
2023-08-16 HUDSON DEAL W Director S-Sale D Common Stock 2,348 35.16 82.6K 70,952
2023-08-14 HUDSON DEAL W Director S-Sale D Common Stock 701 36.00 25.2K 73,300
2023-08-11 HUDSON DEAL W Director S-Sale D Common Stock 1,451 36.12 52.4K 74,001
2023-05-15 Harrod Denise M Director S-Sale D Common Stock 2,500 29.51 73.8K 4,800
2023-03-17 Saunders Mitchell Officer F-InKind D Common Stock 99 21.92 2.2K 65,661
2023-03-17 JAMES DENNIS H JR Director P-Purchase A Common Stock 410 23.72 9.7K 19,578
2023-03-14 Saunders Mitchell Officer F-InKind D Common Stock 87 26.02 2.3K 65,760
2023-03-14 McCamey William Officer F-InKind D Common Stock 998 26.02 26.0K 126,984
2023-03-14 Howard Jeffrey A. Director / Officer F-InKind D Common Stock 1,876 26.02 48.8K 382,635
2023-03-13 Saunders Mitchell Officer A-Award A Common Stock 200 0.00 65,847
2023-03-13 McCamey William Officer A-Award A Common Stock 19,937 0.00 127,982
2023-03-13 Howard Jeffrey A. Director / Officer A-Award A Common Stock 28,509 0.00 384,511
2023-01-20 HUDSON DEAL W Director S-Sale D Common Stock 16,313 30.65 500.0K 75,452
2023-01-02 MATTINGLY MACK F Director A-Award A Common Stock 2,300 0.00 14,300
2023-01-02 Jones Joann G Director A-Award A Common Stock 2,300 0.00 7,300
2023-01-02 JAMES DENNIS H JR Director A-Award A Common Stock 2,300 0.00 19,168
2023-01-02 Harrod Denise M Director A-Award A Common Stock 2,300 0.00 7,300
2023-01-02 HUDSON DEAL W Director A-Award A Common Stock 2,300 0.00 91,765
2022-12-31 HANNA FRANK J III 10% Owner I Common Stock 0 0.00 4,098,072
2022-12-07 HANNA DAVID G Officer P-Purchase A Common Stock 325,000 27.15 8.82M 325,000
2022-11-28 HANNA DAVID G Officer G-Gift D Common Stock 325,000 0.00 3,773,072
2022-11-14 HANNA DAVID G Officer S-Sale D Common Stock 263,432 28.40 7.48M 263,432
2022-10-03 Saunders Mitchell Officer P-Purchase A Series B Preferred Stock 101 20.00 2.0K 2,000
2022-09-30 Saunders Mitchell Officer P-Purchase A Series B Preferred Stock 1,899 20.00 38.0K 1,899
2022-09-01 HUDSON DEAL W Director S-Sale D Common Stock 5,600 27.74 155.3K 89,465
2022-08-11 McCamey William Officer S-Sale D Common Stock 900 37.63 33.9K 19,100
2022-08-10 McCamey William Officer M-Exempt D Employee Stock Option (right to buy) 200,000 0.00 0
2022-05-12 JAMES DENNIS H JR Director P-Purchase A Common Stock 2,000 33.99 68.0K 16,868
2022-04-01 JAMES DENNIS H JR Director A-Award A Common Stock 1,000 0.00 14,868
2022-04-01 HUDSON DEAL W Director G-Gift D Common Stock 285 0.00 98,065
2022-03-30 Saunders Mitchell Officer S-Sale D Common Stock 2,000 55.36 110.7K 64,371
2022-03-17 Saunders Mitchell Officer F-InKind D Common Stock 120 56.28 6.8K 66,371
2022-03-17 McCamey William Officer S-Sale D Common Stock 10,000 55.02 550.2K 20,000
2022-03-14 Saunders Mitchell Officer A-Award A Common Stock 220 0.00 65,613
2022-03-14 McCamey William Officer A-Award A Common Stock 220 0.00 585,236
2022-03-14 Howard Jeffrey A. Director / Officer A-Award A Common Stock 18,649 0.00 356,002
2022-02-10 HANNA DAVID G Director / Officer / 10% Owner M-Exempt A Common Stock 1,000,000 2.78 2.78M 1,000,000
2022-01-31 Howard Jeffrey A. Director / Officer A-Award A Employee Stock Option (right to buy) 200,000 6.00 1.20M 200,000
2022-01-02 ROSENCRANTS THOMAS G Director A-Award A Common Stock 1,000 0.00 55,000
2022-01-02 MATTINGLY MACK F Director A-Award A Common Stock 1,000 0.00 12,000
2022-01-02 Jones Joann G Director A-Award A Common Stock 1,000 0.00 5,000
2022-01-02 Harrod Denise M Director A-Award A Common Stock 1,000 0.00 5,000
2022-01-02 HUDSON DEAL W Director A-Award A Common Stock 1,000 0.00 99,000
2021-12-31 HUDSON DEAL W Director 0 0.00 0
2021-12-17 ROSENCRANTS THOMAS G Director S-Sale D Common Stock 5,000 60.86 304.3K 54,000
2021-12-15 ROSENCRANTS THOMAS G Director S-Sale D Common Stock 7,000 60.76 425.3K 59,000
2021-11-24 ROSENCRANTS THOMAS G Director S-Sale D Common Stock 14,720 64.49 949.3K 66,000
2021-11-19 ROSENCRANTS THOMAS G Director S-Sale D Common Stock 280 70.29 19.7K 80,720
2021-11-12 Howard Jeffrey A. Director / Officer F-InKind D Common Stock 43,438 78.43 3.41M 337,133
2021-10-12 MATTINGLY MACK F Director S-Sale D Common Stock 5,716 55.24 315.8K 11,000
2021-10-11 MATTINGLY MACK F Director S-Sale D Common Stock 400 55.00 22.0K 16,716
2021-10-08 MATTINGLY MACK F Director S-Sale D Common Stock 7,400 55.59 411.4K 17,116
2021-10-07 MATTINGLY MACK F Director S-Sale D Common Stock 19,446 56.90 1.11M 24,516
2021-10-06 MATTINGLY MACK F Director S-Sale D Common Stock 21,298 55.36 1.18M 43,962
2021-10-05 MATTINGLY MACK F Director S-Sale D Common Stock 5,812 55.01 319.7K 65,260
2021-10-01 MATTINGLY MACK F Director S-Sale D Common Stock 428 55.00 23.5K 71,072
2021-08-17 Howard Jeffrey A. Director / Officer S-Sale D Common Stock 25,000 50.22 1.26M 380,571
2021-08-08 Saunders Mitchell Officer F-InKind D Common Stock 8,996 47.50 427.3K 65,393
2021-08-08 McCamey William Officer F-InKind D Common Stock 90,700 47.50 4.31M 585,016
2021-08-04 Howard Jeffrey A. Director / Officer S-Sale D Common Stock 12,349 45.11 557.1K 405,571
2021-08-03 Howard Jeffrey A. Director / Officer S-Sale D Common Stock 4,543 45.00 204.4K 417,920
2021-08-02 Howard Jeffrey A. Director / Officer S-Sale D Common Stock 1 45.00 45.00 422,463
2021-07-29 Howard Jeffrey A. Director / Officer S-Sale D Common Stock 1,716 45.00 77.2K 422,464
2021-07-26 Howard Jeffrey A. Director / Officer S-Sale D Common Stock 2,750 45.00 123.8K 424,180
2021-07-22 Howard Jeffrey A. Director / Officer S-Sale D Common Stock 100 45.00 4.5K 426,930
2021-07-21 Howard Jeffrey A. Director / Officer S-Sale D Common Stock 3,541 45.02 159.4K 427,030
2021-06-14 Howard Jeffrey A. Director / Officer S-Sale D Common Stock 4,975 40.07 199.3K 430,571
2021-06-09 Howard Jeffrey A. Director / Officer S-Sale D Common Stock 9,025 40.00 361.0K 435,546
2021-06-02 Howard Jeffrey A. Director / Officer S-Sale D Common Stock 342 40.11 13.7K 444,571
2021-06-01 Howard Jeffrey A. Director / Officer S-Sale D Common Stock 2,935 40.04 117.5K 444,913
2021-05-27 Howard Jeffrey A. Director / Officer S-Sale D Common Stock 402 40.00 16.1K 447,848
2021-05-26 Howard Jeffrey A. Director / Officer S-Sale D Common Stock 967 40.07 38.7K 448,250
2021-05-24 Howard Jeffrey A. Director / Officer S-Sale D Common Stock 1,354 40.00 54.2K 449,217
2021-04-19 Howard Jeffrey A. Director / Officer S-Sale D Common Stock 15,000 35.07 526.1K 450,571
2021-03-19 McCamey William Officer M-Exempt A Common Stock 200,000 4.00 800.0K 675,716
2021-03-17 Saunders Mitchell Officer A-Award A Common Stock 1,000 0.00 74,389
2021-02-17 Howard Jeffrey A. Director / Officer S-Sale D Common Stock 1,279 30.00 38.4K 464,556
2021-02-17 HUDSON DEAL W Director S-Sale D Common Stock 5,000 30.28 151.4K 98,000
2021-02-08 Howard Jeffrey A. Director / Officer S-Sale D Common Stock 2,564 30.00 76.9K 465,835
2021-02-05 Jones Joann G Director A-Award A Common Stock 4,000 0.00 4,000
2021-02-05 Harrod Denise M Director A-Award A Common Stock 4,000 0.00 4,000
2021-02-04 Howard Jeffrey A. Director / Officer S-Sale D Common Stock 11,157 30.00 334.7K 468,399
2021-01-31 Howard Jeffrey A. Director / Officer A-Award A Employee Stock Option (right to buy) 200,000 6.00 1.20M 200,000
2021-01-27 Saunders Mitchell Officer M-Exempt A Common Stock 8,000 3.04 24.3K 75,748
2021-01-26 Jones Joann G Director D Common Stock 0 0.00 0
2021-01-26 Harrod Denise M Director D Common Stock 0 0.00 0
2021-01-02 ROSENCRANTS THOMAS G Director A-Award A Common Stock 4,000 0.00 81,000
2021-01-02 MATTINGLY MACK F Director A-Award A Common Stock 4,000 0.00 71,500
2021-01-02 HUDSON DEAL W Director A-Award A Common Stock 4,000 0.00 103,000
2020-12-11 Howard Jeffrey A. Director / Officer M-Exempt D Employee Stock Option (right to buy) 200,000 3.04 608.0K 0
2020-11-11 Saunders Mitchell Officer A-Award A Employee Stock Option (right to buy) 1,000 15.30 15.3K 1,000
2020-11-11 McCamey William Officer A-Award A Employee Stock Option (right to buy) 1,000 15.30 15.3K 1,000
2020-11-11 Howard Jeffrey A. Director / Officer A-Award A Employee Stock Option (right to buy) 1,000 15.30 15.3K 1,000
2020-11-11 HANNA DAVID G Director / Officer / 10% Owner A-Award A Employee Stock Option (right to buy) 1,000 15.30 15.3K 1,000
2020-07-31 McCamey William Officer M-Exempt A Common Stock 25,000 4.00 100.0K 475,716
2020-07-24 McCamey William Officer M-Exempt A Common Stock 25,000 4.00 100.0K 450,716
2020-07-22 McCamey William Officer M-Exempt A Common Stock 25,000 4.00 100.0K 425,716
2020-07-20 McCamey William Officer M-Exempt A Common Stock 25,000 4.00 100.0K 400,716
2020-07-06 HUDSON DEAL W Director S-Sale D Common Stock 7,000 11.50 80.5K 99,000
2020-02-18 HUDSON DEAL W Director S-Sale D Common Stock 6,000 11.74 70.4K 106,000
2020-01-02 ROSENCRANTS THOMAS G Director A-Award A Common Stock 7,000 0.00 77,000
2020-01-02 MATTINGLY MACK F Director A-Award A Common Stock 7,000 0.00 67,500
2020-01-02 HUDSON DEAL W Director A-Award A Common Stock 7,000 0.00 112,000
2019-12-27 Hanna Sally R 10% Owner I Series A Convertible Preferred Stock 2,000,000 10.00 20.00M 0
2019-12-27 Hanna Kimberly M 10% Owner I Common Stock 0 0.00 4,098,072
2019-12-27 HANNA FRANK J III 10% Owner A-Award A Series A Convertible Preferred Stock 200,000 10.00 2.00M 200,000
2019-12-27 HANNA DAVID G Director / Officer / 10% Owner A-Award A Series A Convertible Preferred Stock 200,000 10.00 2.00M 200,000
2019-09-27 MATTINGLY MACK F Director S-Sale D Common Stock 75,500 10.00 755.0K 60,500
2019-05-17 ROSENCRANTS THOMAS G Director P-Purchase A Common Stock 9,000 3.49 31.4K 30,000
2019-03-13 Saunders Mitchell Officer M-Exempt A Common Stock 5,000 2.27 11.4K 67,748
2019-02-13 McCamey William Officer M-Exempt D Employee Stock Option (right to buy) 100,000 2.64 264.0K 0
2019-02-13 Howard Jeffrey A. Director / Officer M-Exempt A Common Stock 200,000 2.64 528.0K 357,509
2018-12-26 ROSENCRANTS THOMAS G Director A-Award A Common Stock 28,000 0.00 70,000
2018-12-26 MATTINGLY MACK F Director A-Award A Common Stock 28,000 0.00 136,000
2018-12-26 HUDSON DEAL W Director A-Award A Common Stock 28,000 0.00 122,400
2018-12-03 HUDSON DEAL W Director S-Sale D Common Stock 6,000 3.56 21.4K 94,400
2018-11-12 Howard Jeffrey A. Director / Officer A-Award A Common Stock 100,000 0.00 157,509
2018-10-12 HUDSON DEAL W Director S-Sale D Common Stock 694 3.31 2.3K 100,400
2018-10-10 HUDSON DEAL W Director S-Sale D Common Stock 8,006 3.60 28.8K 99,706
2018-10-09 HUDSON DEAL W Director S-Sale D Common Stock 2,300 3.74 8.6K 91,700
2018-08-20 GILBERT RICHARD W Officer 0 0.00 0
2018-08-08 Saunders Mitchell Officer A-Award A Common Stock 25,000 0.00 62,748
2018-08-08 McCamey William Officer A-Award A Common Stock 200,000 0.00 275,716
2018-01-02 ROSENCRANTS THOMAS G Director A-Award A Common Stock 23,000 0.00 42,000
2018-01-02 MATTINGLY MACK F Director A-Award A Common Stock 23,000 0.00 108,000
2018-01-02 HUDSON DEAL W Director A-Award A Common Stock 23,000 0.00 94,000

Executive team

Top executives
EBIT / Employee
383.0K
Shares Outstanding
14.91M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 David G. Hanna Executive Chairman of the Board 600.0K 2.03M 2.63M 0.00%
2 2025 Jeffrey A. Howard President and Chief Executive Officer 850.0K 1.00M 238.5K 10.5K 2.10M 11.36%
3 2025 William R. McCamey Chief Financial Officer 750.0K 750.0K 166.8K 10.5K 1.68M 9.95%
4 2024 David G. Hanna Executive Chairman of the Board 600.0K 1.72M 2.32M 0.00%
5 2024 Jeffrey A. Howard President and Chief Executive Officer 850.0K 475.0K 477.0K 10.4K 1.81M 26.32%
6 2024 William R. McCamey Chief Financial Officer 750.0K 332.0K 333.0K 10.4K 1.43M 23.36%
7 2023 David G. Hanna Executive Chairman of the Board 600.0K 1.54M 2.14M 0.00%
8 2023 Jeffrey A. Howard President and Chief Executive Officer 850.0K 475.0K 715.0K 9.9K 2.05M 34.88%
9 2023 William R. McCamey Chief Financial Officer 750.0K 332.0K 500.0K 9.9K 1.59M 31.41%
10 2022 David G. Hanna Executive Chairman of the Board 600.0K 2.14M 2.74M 0.00%
11 2022 Jeffrey A. Howard President and Chief Executive Officer 850.0K 475.0K 860.0K 4.6K 2.19M 39.28%
12 2022 William R. McCamey Chief Financial Officer 750.0K 332.0K 460.0K 4.6K 1.55M 29.74%
13 2021 David G. Hanna Executive Chairman of the Board 600.0K 1.07M 1.67M 0.00%
14 2021 Jeffrey A. Howard President and Chief Executive Officer 797.9K 850.0K 4.4K 1.65M 0.00%
15 2021 William R. McCamey Chief Financial Officer 708.3K 750.0K 4.4K 1.46M 0.00%
16 2020 David G. Hanna Executive Chairman of the Board 600.0K 2.5K 9.5K 692.2K 1.30M 0.73%
17 2020 Jeffrey A. Howard President and Chief Executive Officer 600.0K 602.5K 9.5K 4.3K 1.22M 0.78%
18 2020 William R. McCamey Chief Financial Officer 550.0K 252.5K 9.5K 4.3K 816.2K 1.16%
19 2019 David G. Hanna Executive Chairman of the Board 600.0K 5.0K 1.19M 1.79M 0.00%
20 2019 David G. Hanna Chief Executive Officer and Chairman of the Board 600.0K 5.0K 1.19M 1.79M 0.00%
21 2019 William R. McCamey Chief Financial Officer 500.0K 305.0K 4.2K 809.2K 0.00%
22 2019 Jeffrey A. Howard President 600.0K 5.0K 4.2K 609.2K 0.00%
23 2019 Jeffrey A. Howard President and Chief Executive Officer 600.0K 5.0K 4.2K 609.2K 0.00%
24 2018 Jeffrey A. Howard President 600.0K 346.0K 845.0K 4.1K 1.80M 66.35%
25 2018 Jeffrey A. Howard President and Chief Executive Officer 600.0K 346.0K 845.0K 4.1K 1.80M 66.35%
26 2018 David G. Hanna Executive Chairman of the Board 600.0K 497.2K 1.10M 0.00%
27 2018 David G. Hanna Chief Executive Officer and Chairman of the Board 600.0K 497.2K 1.10M 0.00%
28 2018 William R. McCamey Chief Financial Officer 450.0K 342.0K 2.8K 794.8K 43.03%
29 2017 David G. Hanna Chief Executive Officer and Chairman of the Board 531.3K 700.2K 466.2K 1.70M 41.24%
30 2017 William R. McCamey Chief Financial Officer 450.0K 250.0K 222.0K 2.8K 924.8K 24.00%
31 2017 Jeffrey A. Howard President 600.0K 1.9K 601.9K 0.00%
32 2016 William R. McCamey Chief Financial Officer 450.0K 250.0K 302.0K 2.8K 1.00M 30.06%
33 2016 Jeffrey A. Howard President 600.0K 342.0K 1.9K 943.9K 36.23%
34 2016 David G. Hanna Chief Executive Officer and Chairman of the Board 50.0K 339.9K 389.9K 0.00%
35 2015 William R. McCamey Chief Financial Officer and Treasurer 450.0K 250.0K 228.0K 2.8K 930.8K 24.49%
36 2015 William R. McCamey Chief Financial Officer 450.0K 250.0K 228.0K 2.8K 930.8K 24.49%
37 2015 Jeffrey A. Howard President 600.0K 1.9K 601.9K 0.00%
38 2015 David G. Hanna Chief Executive Officer and Chairman of the Board 50.0K 456.4K 506.4K 0.00%
39 2014 William R. McCamey Chief Financial Officer 450.0K 250.0K 105.6K 152.7K 3.9K 962.2K 26.84%
40 2014 William R. McCamey Chief Financial Officer and Treasurer 450.0K 250.0K 105.6K 152.7K 3.9K 962.2K 26.84%
41 2014 Jeffrey A. Howard President 587.5K 305.3K 1.8K 894.7K 34.13%
42 2014 David G. Hanna Chief Executive Officer and Chairman of the Board 50.0K 459.2K 509.2K 0.00%
43 2013 David G. Hanna Chief Executive Officer and Chairman of the Board 50.0K 449.5K 499.5K 0.00%
44 2013 Jeffrey A. Howard President 450.0K 1.8K 451.8K 0.00%
45 2011 Richard R, House, Jr. President 1.00M 3.9K 1.00M 0.00%
46 2011 J.Paul Whitehead III Chief Financial Officer 800.0K 3.8K 803.8K 0.00%
47 2011 David G. Hanna Chief Executive Officer and Chairman of the Board 50.0K 24.2K 74.2K 0.00%
48 2010 K.K. Srinivasan President Credit Cards 262.9K 3.27M 3.54M 0.00%
49 2010 Richard R, House, Jr. President 1.00M 3.7K 1.00M 0.00%
50 2010 J.Paul Whitehead III Chief Financial Officer 800.0K 3.7K 803.7K 0.00%
51 2010 Richard W. Gilbert Vice Chairman and Chief Operating Officer 175.0K 2.6K 177.6K 0.00%
52 2010 David G. Hanna Chief Executive Officer and Chairman of the Board 50.0K 46.1K 96.1K 0.00%
53 2009 Richard R, House, Jr. President 1.00M 3.7K 1.00M 0.00%
54 2009 J.Paul Whitehead III Chief Financial Officer 800.0K 4.8K 804.8K 0.00%
55 2009 K.K. Srinivasan President Credit Cards 700.0K 3.7K 703.7K 0.00%
56 2009 David G. Hanna Chief Executive Officer and Chairman of the Board 50.0K 275.9K 325.9K 0.00%
57 2009 Richard W. Gilbert Vice Chairman and Chief Operating Officer 175.0K 14.7K 189.7K 0.00%
58 2008 K.K. Srinivasan President Credit Cards 700.0K 1.73M 3.5K 2.44M 71.12%
59 2008 David G. Hanna Chief Executive Officer and Chairman of the Board 50.0K 989.5K 1.04M 0.00%
60 2008 Richard R, House, Jr. President 1.00M 3.5K 1.00M 0.00%
61 2008 J.Paul Whitehead III Chief Financial Officer 472.3K 5.2K 477.5K 0.00%
62 2008 Richard W. Gilbert Vice Chairman and Chief Operating Officer 175.0K 2.6K 177.6K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-10 DEF 14A
2025-04-14 DEF 14A
2024-04-15 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 3
2026-05-07 10-Q
2026-04-10 DEF 14A
2026-04-10 ARS
2026-03-23 4
2026-03-23 4
2026-03-23 4
2026-03-17 4
2026-03-17 4
2026-03-17 4

Executive team

NameTitleCompensationGender
David G. Hanna Executive Chairman 3M male
Jeffrey A. Howard President, Chief Executive Officer & Director 2M male
William R. McCamey Chief Financial Officer 2M male
Brian Stone Chief Data Science & Risk Officer male
Matt Zalubowski Senior Vice President of Marketing male
Mitchell C. Saunders Chief Accounting Officer male
Rosalind Drakeford Managing Counsel, Chief Compliance Officer & Corporate Secretary female
Linda Brooks Chief Technology Officer female
David Caruso Chief Commercial Officer male
Kas Naderi Chief Information Officer & Senior Vice President of Technology Systems male
ESG Rating
B-
FINANCIAL - CREDIT SERVICES
2019
E (Environmental)
55.0 / 60.0
Company / Sector avg.
S (Social)
67.6 / 63.1
Company / Sector avg.
G (Governance)
63.5 / 59.1
Company / Sector avg.
ESG Total
62.0 / 60.7
Company / Sector avg.
ESG Score History FINANCIAL - CREDIT SERVICES
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 history

Earnings history

Earnings reports

Stock splits