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BCP Investment Corporation (BCIC)
USD7.40
+0.10 (+1.37%)
US NASDAQ Financial Services Asset Management
Address
650 Madison Avenue 10022
New York, NY, US
New York, NY, US
CEO
Edward Joseph Goldthorpe
Website
bcpinvestmentcorporation.com
IPO
2006-12-12
CIK 1372807 ISIN US73688F2011
Also trades on
NASDAQ Global Market · PTMN (USD)
NASDAQ Global Select · BCIC (USD)
Description
BCP Investment Corporation (BCIC) operates as a business development company, primarily focused on providing capital solutions to middle-market businesses. The firm engages in a diverse array of financing strategies, including various forms of debt such as unitranche loans (even those designated "last out"), first and second lien debt, and subordinated or mezzanine financing. Additionally, BCIC undertakes equity co-investments and direct buyouts. Beyond its core investment activities, the company strategically acquires complementary businesses to enhance its operations. BCIC's investment focus spans a broad spectrum of industries. Key sectors include healthcare, logistics and distribution, manufacturing, industrial and environmental services, media and telecommunications, real estate, education, automotive, agriculture, aerospace and defense, packaging, electronics, financial services, consumer goods (both durable and non-durable), business services, utilities, insurance, and the food and beverage industry. Typically, the firm commits between $1 million and $20 million to its portfolio companies. Specific investment ranges and maturities are as follows: Senior Secured Term Loans: $2 million to $20 million, with maturities of five to seven years. Second Lien Term Loans: $5 million to $15 million, maturing in six to eight years. Senior Unsecured Loans: $5 million to $23 million, with terms of six to eight years. Mezzanine Loans: $5 million to $15 million, maturing in seven to ten years. Equity Investments: $1 million to $5 million. The firm generally seeks companies generating EBITDA between $5 million and $25 million. However, for its debt investments, BCIC broadens its scope to include middle-market firms with EBITDA ranging from $10 million to $50 million, or those carrying total debt between $25 million and $150 million (or both criteria). BCIC is flexible in its equity participation, taking minority, majority, or even controlling stakes, frequently partnering alongside private equity sponsors.
News Sentiment (7d)
Based on only 2 articles — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD7.40
+0.10 (+1.37%)
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Volume Profile
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Liquidity & share structure
Average Volume
81.4K
Beta
0.44
Float Shares
12.11M
Free Float %
97.7%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.74% | -1.23% | +1.90% | -33.55% | -35.73% | -32.04% | -35.63% | -60.39% | -66.78% | -75.11% | -97.32% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (2 ratings, all time)
Hold
Price Targets & DCF
Current price
7.40
Low
26.00
+251.4%
Consensus
26.00
+251.4%
Median
26.00
+251.4%
High
26.00
+251.4%
DCF (Levered)
24.74
+234.4%
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)
25% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 1 |
26.00
+251.4%
|
Quality scores
Altman Z-Score
-1.03
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
2 / 10
No MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
2 / 5
Medium
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+92.0% ★ Q1'26: +175.4% (vs Q1'25)
-
EPS growth Asset Management: +22.7%+262.5% ★ Q1'26: -9,113.5% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+3.1% Q1'26: +41.7% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+80.8% ★ Q1'26: -27.8% (vs Q1'25)
-
ROIC Asset Management: +6.5%+6.3% Q1'26: -3.6% (vs Q1'25)
-
Share dilution Asset Management: +0.0%+19.7% Q1'26: +35.2% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×9.56× Q1'26: -19.40× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
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. 2 EPS Ana. |
Dec 2027 2 Rev. Ana. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
16.84M
est: 36.88M (-54.3%)
|
24.75M
est: 28.78M (-14.0%)
|
7.71M
est: 28.05M (-72.5%)
|
8.87M
est: 26.56M (-66.6%)
|
47.75M
est: 36.75M (+29.9%)
|
52.39M
est: 79.32M (-33.9%)
|
6.04M
est: 67.27M (-91.0%)
|
43.35M
est: 77.00M (-43.7%)
|
20.68M
est: 63.09M (-67.2%)
|
39.72M
est: 61.14M (-35.0%)
|
59.91M
57.91M – 62.58M
-2.0% YoY
|
57.88M
55.94M – 60.46M
-3.4% YoY
|
49.64M
47.98M – 51.85M
-14.2% YoY
|
| EBITDA |
-1.04M
est: 813.8K (-227.8%)
|
3.39M
est: 635.1K (+433.5%)
|
-9.57M
est: 619.0K (-1,646.2%)
|
-12.67M
est: 586.2K (-2,260.8%)
|
31.57M
est: 811.0K (+3,793.0%)
|
27.47M
est: 1.75M (+1,469.3%)
|
-20.21M
est: 1.48M (-1,461.5%)
|
10.97M
est: 1.70M (+545.5%)
|
-6.79M
est: 3.24M (-309.2%)
|
32.09M
est: 3.14M (+920.8%)
|
3.08M
2.98M – 3.22M
-2.0% YoY
|
2.98M
2.88M – 3.11M
-3.4% YoY
|
2.55M
2.47M – 2.67M
-14.2% YoY
|
| EBIT |
-1.04M
est: 813.8K (-227.8%)
|
3.39M
est: 635.1K (+433.5%)
|
-9.57M
est: 619.0K (-1,646.2%)
|
-12.50M
est: 586.2K (-2,232.6%)
|
31.57M
est: 811.0K (+3,793.0%)
|
27.47M
est: 1.75M (+1,469.3%)
|
-20.21M
est: 1.48M (-1,461.5%)
|
10.97M
est: 1.70M (+545.5%)
|
-6.79M
est: 3.24M (-309.2%)
|
32.09M
est: 3.14M (+920.8%)
|
3.08M
2.98M – 3.22M
-2.0% YoY
|
2.98M
2.88M – 3.11M
-3.4% YoY
|
2.55M
2.47M – 2.67M
-14.2% YoY
|
| Net Income |
-1.04M
est: 28.28M (-103.7%)
|
3.39M
est: 27.82M (-87.8%)
|
-9.57M
est: 27.51M (-134.8%)
|
-12.50M
est: 11.59M (-207.8%)
|
31.57M
est: 22.25M (+41.9%)
|
26.03M
est: 46.87M (-44.5%)
|
-21.00M
est: 26.55M (-179.1%)
|
11.38M
est: 29.64M (-61.6%)
|
-5.94M
est: 29.45M (-120.2%)
|
11.49M
est: 24.35M (-52.8%)
|
15.04M
13.94M – 22.07M
-38.2% YoY
|
19.92M
13.87M – 20.59M
+32.4% YoY
|
14.42M
13.69M – 15.14M
-27.6% YoY
|
| SGA |
4.50M
est: 16.09M (-72.1%)
|
5.01M
est: 12.55M (-60.1%)
|
5.67M
est: 12.24M (-53.7%)
|
8.34M
est: 11.59M (-28.0%)
|
6.60M
est: 16.03M (-58.8%)
|
9.45M
est: 34.60M (-72.7%)
|
8.55M
est: 29.34M (-70.9%)
|
6.72M
est: 33.58M (-80.0%)
|
6.04M
est: 26.88M (-77.5%)
|
3.49M
est: 26.05M (-86.6%)
|
25.53M
24.67M – 26.66M
-2.0% YoY
|
24.66M
23.84M – 25.76M
-3.4% YoY
|
21.15M
20.44M – 22.09M
-14.2% YoY
|
| EPS |
-0.28
est: 3.05 (-109.2%)
|
0.90
est: 3.00 (-70.0%)
|
-2.56
est: 2.97 (-186.3%)
|
-3.32
est: 1.25 (-365.6%)
|
6.32
est: 2.40 (+163.3%)
|
3.05
est: 5.06 (-39.7%)
|
-2.18
est: 2.86 (-176.1%)
|
1.20
est: 3.20 (-62.5%)
|
-0.64
est: 2.64 (-124.3%)
|
1.04
est: 2.14 (-51.3%)
|
1.62
1.26 – 1.99
-24.1% YoY
|
1.55
1.25 – 1.86
-4.3% YoY
|
1.29
1.23 – 1.36
-16.9% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-06 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-04 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-01 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-30 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-29 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-28 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-27 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-24 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-321.17B
OE per share TTM
112,700.58
Owner's Yield
-328,584.93%
Maintenance CapEx ratio
126,468,795.16%
Maint CapEx / Avg PPE
-27,673,448.0%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
28
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Sarpa Holdings LLC | 5.60M | 7.40% | — | 5.60M | — | 5.60M | IA | Delaware | 2021-02-17 | ↗ |
| 2 | SILVER CREEK CAPITAL MANAGEMENT LLC | 3.85M | 5.12% | — | 3.85M | — | 3.85M | IA | Cayman Islands | 2021-02-18 | ↗ |
| 3 | Silver Creek SOC3 Sub-Fund, Ltd. | 3.85M | 5.12% | — | 3.85M | — | 3.85M | PN | Cayman Islands | 2021-02-18 | ↗ |
| 4 | CREDIT SUISSE AG/ | 3.26M | 8.00% | — | 3.26M | — | 3.26M | BK, HC | Switzerland | 2020-02-13 | ↗ |
| 5 | Virginia Retirement System1200 East Main StreetRichmond, VA 23219 | 2.31M | 9.18% | 2.31M | — | 2.31M | — | EP | Virginia, USA | 2012-02-14 | ↗ |
| 6 | Dean C. Kehler | 1.80M | 7.86% | — | — | — | 10.00 | IN | United States of America | 2012-03-07 | ↗ |
| 7 | Jay R. Bloom | 1.80M | 7.86% | — | — | — | 10.00 | IN | United States of America | 2012-03-07 | ↗ |
| 8 | Gene T. Pretti | 1.65M | 11.00% | 1.65M | — | 1.65M | — | HC, IN | United States | 2016-02-05 | ↗ |
| 9 | Zazove Associates, Inc. 36-3630548 | 1.65M | 11.00% | 1.65M | — | 1.65M | — | HC, CO | Illinois | 2016-02-05 | ↗ |
| 10 | Zazove Associates, LLC 36-3984373 | 1.65M | 11.00% | 1.65M | — | 1.65M | — | IA | Delaware | 2016-02-05 | ↗ |
| 11 | Richmond, VA 23219 | 1.52M | 3.93% | 1.52M | — | 1.52M | — | EP | Virginia, USA | 2016-02-10 | ↗ |
| 12 | 52-0556948 | 1.32M | 5.70% | 669.0K | — | 1.32M | — | IA | MARYLAND | 2011-02-10 | ↗ |
| 13 | DG Capital Management, LLC | 1.15M | 3.10% | — | 1.15M | — | 10.00 | IA, OO | Delaware | 2015-10-06 | ↗ |
| 14 | Dov Gertzulin | 1.15M | 3.10% | — | 1.15M | — | 10.00 | HC, IN | United States | 2015-10-06 | ↗ |
| 15 | Cyrus Opportunities Master Fund II, Ltd. (“COMF”) | 1.10M | 5.00% | 1.10M | — | 1.10M | 10.00 | CO | OR PLACE OF ORGANIZATION Cayman Islands | 2010-05-05 | ↗ |
| 16 | Stephen C. Freidheim | 1.10M | 5.00% | 1.10M | — | 1.10M | 10.00 | IN | OR PLACE OF ORGANIZATION United States | 2010-05-05 | ↗ |
| 17 | Deepak Sarpangal | 1.08M | 11.00% | — | 1.08M | — | 1.08M | HC, IN | Delaware | 2022-04-25 | ↗ |
| 18 | Repertoire Holdings LLC | 1.08M | 11.00% | — | 1.08M | — | 1.08M | HC, OO | Delaware | 2022-04-25 | ↗ |
| 19 | Repertoire Master Fund LP (f/k/a Sarpa Partners LP) | 1.08M | 11.00% | — | 1.08M | — | 1.08M | PN | Delaware | 2022-04-25 | ↗ |
| 20 | Repertoire Partners GP LLC (f/k/a Sarpa Management GP LLC) | 1.08M | 11.00% | — | 1.08M | — | 1.08M | HC, OO | Delaware | 2022-04-25 | ↗ |
| 21 | Repertoire Partners LP (f/k/a Sarpa Management LP) | 1.08M | 11.00% | — | 1.08M | — | 1.08M | IA, PN | Delaware | 2022-04-25 | ↗ |
| 22 | Karpus Management, Inc., d/b/a Karpus Investment ManagementI.D. #16-1290558 | 815.0K | 27.36% | 815.0K | — | 815.0K | — | IA | 48668E309 | 2017-09-08 | ↗ |
| 23 | Callodine Capital Management, LP | 567.2K | 0.75% | — | 567.2K | — | 567.2K | IA | United States | 2021-02-01 | ↗ |
| 24 | James S. Morrow | 567.2K | 0.75% | — | 567.2K | — | 567.2K | HC, IN | United States | 2021-02-01 | ↗ |
| 25 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 301.0K | 9.72% | 301.0K | — | 301.0K | — | IA | DELAWARE | 2019-02-14 | ↗ |
| 26 | RIVERNORTH/DOUBLELINE STRATEGIC INCOME FUND | 205.7K | 6.64% | 205.7K | — | 205.7K | — | IV | MARYLAND | 2019-02-14 | ↗ |
| 27 | CREDIT SUISSE AG/000000000 | — | 0.00% | — | — | — | — | BK, HC | — | 2021-02-12 | ↗ |
| 28 | Private Management Group, Inc. | — | 0.00% | — | — | — | — | IA | State of California | 2019-05-10 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
ETF Ownership
Top ETFs holding this stock
Held by 1 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Virtus Private Credit Strategy ETF VPC | 0.96% | 290.3K | 10.60% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.63
Neutral
Ratio by volume
0.11
Bearish
Buys
5
Sells
8
Shares acquired
12.7K
Shares disposed
117.1K
Cash buys
5.00
Cash sales
8.00
Net activity
-104,403
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-23 | Satoren Brandon | Officer | P-Purchase | A | Common Stock | 325 | 7.47 | 2.4K | 5,011 | D | ↗ |
| 2026-03-23 | Kehler Dean C | Director | S-Sale | D | Common Stock | 37,100 | 7.38 | 273.7K | 20,649 | D | ↗ |
| 2026-03-23 | Held David | Officer | P-Purchase | A | Common Stock | 938 | 7.35 | 6.9K | 1,258 | D | ↗ |
| 2026-03-23 | Grunebaum George | Director | P-Purchase | A | Common Stock | 6,800 | 7.54 | 51.3K | 14,136 | D | ↗ |
| 2026-03-20 | Schafer Patrick | Director / Officer | P-Purchase | A | Common Stock | 2,655 | 7.48 | 19.9K | 27,265 | D | ↗ |
| 2026-03-20 | Duka Alexander | Director | P-Purchase | A | Common Stock | 2,000 | 7.34 | 14.7K | 3,000 | D | ↗ |
| 2026-03-19 | Kehler Dean C | Director | S-Sale | D | Common Stock | 27,378 | 7.60 | 208.2K | 57,749 | D | ↗ |
| 2026-03-18 | Kehler Dean C | Director | S-Sale | D | Common Stock | 23,000 | 7.97 | 183.4K | 85,127 | D | ↗ |
| 2026-03-12 | Kehler Dean C | Director | S-Sale | D | Common Stock | 16,200 | 8.84 | 143.2K | 111,216 | D | ↗ |
| 2026-03-11 | Kehler Dean C | Director | S-Sale | D | Common Stock | 854 | 9.02 | 7.7K | 127,916 | I | ↗ |
| 2025-12-29 | Kehler Dean C | Director | S-Sale | D | Common Stock | 28,673 | 11.86 | 339.9K | 137,770 | I | ↗ |
| 2025-12-12 | Schafer Patrick | Director / Officer | P-Purchase | A | Common Stock | 11,005 | 13.63 | 150.0K | 24,610 | D | ↗ |
| 2025-12-12 | Satoren Brandon | Officer | P-Purchase | A | Common Stock | 2,567 | 13.63 | 35.0K | 4,686 | D | ↗ |
| 2025-12-12 | Morea Joseph | Director | P-Purchase | A | Common Stock | 3,668 | 13.63 | 50.0K | 4,530 | D | ↗ |
| 2025-12-12 | Grunebaum George | Director | P-Purchase | A | Common Stock | 7,336 | 13.63 | 100.0K | 7,336 | D | ↗ |
| 2025-12-12 | Goldthorpe Edward J. | Director / Officer | P-Purchase | A | Common Stock | 73,367 | 13.63 | 1,000.0K | 86,140 | D | ↗ |
| 2025-09-19 | Schafer Patrick | Director / Officer | P-Purchase | A | Common Stock | 809 | 12.33 | 10.0K | 13,115 | D | ↗ |
| 2025-09-19 | Satoren Brandon | Officer | P-Purchase | A | Common Stock | 1,000 | 12.35 | 12.4K | 2,116 | D | ↗ |
| 2025-07-15 | Schafer Patrick | Director / Officer | A-Award | A | Common Stock | 2,153 | 0.01 | 21.53 | 12,306 | D | ↗ |
| 2025-07-15 | Satoren Brandon | Officer | A-Award | A | Common Stock | 52 | 0.01 | 0.52 | 1,113 | D | ↗ |
| 2025-07-15 | Goldthorpe Edward J. | Director / Officer | A-Award | A | Common Stock | 1,253 | 0.01 | 12.53 | 12,773 | D | ↗ |
| 2025-05-13 | Schafer Patrick | Director / Officer | P-Purchase | A | Common Stock | 802 | 12.46 | 10.0K | 9,776 | D | ↗ |
| 2025-05-13 | Satoren Brandon | Officer | P-Purchase | A | Common Stock | 1,000 | 12.43 | 12.4K | 1,020 | D | ↗ |
| 2025-05-13 | Held David | Officer | P-Purchase | A | Common Stock | 320 | 12.39 | 4.0K | 320 | D | ↗ |
| 2025-05-13 | Goldthorpe Edward J. | Director / Officer | P-Purchase | A | Common Stock | 1,755 | 12.48 | 21.9K | 11,520 | D | ↗ |
| 2024-04-01 | Satoren Brandon | Officer | — | D | Common Stock | 0 | 0.00 | — | 20 | — | ↗ |
| 2023-11-16 | Repertoire Partners LP | 10% Owner | S-Sale | D | Common Stock | 4,451 | 17.25 | 76.8K | 312,182 | — | ↗ |
| 2023-11-15 | Repertoire Partners LP | 10% Owner | S-Sale | D | Common Stock | 9,884 | 17.04 | 168.4K | 316,633 | — | ↗ |
| 2023-11-14 | Repertoire Partners LP | 10% Owner | S-Sale | D | Common Stock | 49,331 | 17.30 | 853.2K | 326,517 | — | ↗ |
| 2023-11-13 | Repertoire Partners LP | 10% Owner | S-Sale | D | Common Stock | 2,300 | 17.51 | 40.3K | 377,725 | — | ↗ |
| 2023-11-10 | Repertoire Partners LP | 10% Owner | S-Sale | D | Common Stock | 69,110 | 17.46 | 1.21M | 380,025 | — | ↗ |
| 2023-10-09 | Repertoire Partners LP | 10% Owner | S-Sale | D | Common Stock | 1,080 | 19.11 | 20.6K | 450,331 | — | ↗ |
| 2023-10-02 | Repertoire Partners LP | 10% Owner | J-Other | D | Common Stock | 451,411 | 0.00 | — | 632,414 | — | ↗ |
| 2023-09-28 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 4,800 | 19.20 | 92.2K | 1,083,825 | — | ↗ |
| 2023-09-27 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 15,051 | 19.25 | 289.7K | 1,088,625 | — | ↗ |
| 2023-09-22 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 3,763 | 19.44 | 73.1K | 1,105,954 | — | ↗ |
| 2023-09-21 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 10,446 | 19.29 | 201.5K | 1,109,717 | — | ↗ |
| 2023-09-20 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 1,700 | 19.50 | 33.2K | 1,120,163 | — | ↗ |
| 2023-09-19 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 55,462 | 19.40 | 1.08M | 1,121,863 | — | ↗ |
| 2023-06-01 | Repertoire Master Fund LP | 10% Owner | X-InTheMoney | D | Equity Swap (Obligation to Buy) | 1 | 22.67 | 22.67 | 0 | — | ↗ |
| 2023-04-21 | Repertoire Master Fund LP | 10% Owner | X-InTheMoney | A | Common Stock | 882 | 24.63 | 21.7K | 1,163,226 | — | ↗ |
| 2023-04-18 | Repertoire Master Fund LP | 10% Owner | J-Other | A | Equity Swap (Obligation to Sell) | 1 | 20.50 | 20.50 | 1 | — | ↗ |
| 2023-04-17 | Repertoire Master Fund LP | 10% Owner | J-Other | D | Common Stock | 2,567 | 20.62 | 52.9K | 1,162,344 | — | ↗ |
| 2023-04-14 | Repertoire Master Fund LP | 10% Owner | X-InTheMoney | D | Equity Swap (Obligation to Buy) | 2,363 | 24.63 | 58.2K | 69,084 | — | ↗ |
| 2023-04-13 | Repertoire Master Fund LP | 10% Owner | J-Other | A | Equity Swap (Obligation to Sell) | 1 | 20.58 | 20.58 | 1 | — | ↗ |
| 2023-04-11 | Repertoire Master Fund LP | 10% Owner | X-InTheMoney | A | Common Stock | 2,797 | 24.63 | 68.9K | 1,165,141 | — | ↗ |
| 2023-04-04 | Repertoire Master Fund LP | 10% Owner | X-InTheMoney | D | Equity Swap (Obligation to Buy) | 243 | 24.63 | 6.0K | 74,966 | — | ↗ |
| 2023-04-03 | Repertoire Master Fund LP | 10% Owner | X-InTheMoney | D | Equity Swap (Obligation to Buy) | 4,555 | 24.63 | 112.2K | 75,209 | — | ↗ |
| 2023-03-28 | Repertoire Master Fund LP | 10% Owner | X-InTheMoney | A | Common Stock | 3,550 | 24.72 | 87.7K | 1,165,894 | — | ↗ |
| 2023-03-27 | Repertoire Master Fund LP | 10% Owner | J-Other | D | Common Stock | 3,923 | 20.94 | 82.2K | 1,162,344 | — | ↗ |
| 2023-03-14 | Repertoire Master Fund LP | 10% Owner | J-Other | A | Equity Swap (Obligation to Sell) | 1 | 21.50 | 21.50 | 1 | — | ↗ |
| 2023-03-13 | Repertoire Master Fund LP | 10% Owner | J-Other | A | Equity Swap (Obligation to Buy) | 1 | 21.07 | 21.07 | 1 | — | ↗ |
| 2023-03-10 | Repertoire Master Fund LP | 10% Owner | J-Other | A | Equity Swap (Obligation to Buy) | 1 | 22.03 | 22.03 | 1 | — | ↗ |
| 2023-03-08 | Repertoire Master Fund LP | 10% Owner | J-Other | A | Equity Swap (Obligation to Sell) | 1 | 23.31 | 23.31 | 1 | — | ↗ |
| 2023-03-03 | Repertoire Master Fund LP | 10% Owner | J-Other | A | Equity Swap (Obligation to Buy) | 5,107 | 22.98 | 117.4K | 5,107 | — | ↗ |
| 2023-02-28 | Repertoire Master Fund LP | 10% Owner | J-Other | A | Equity Swap (Obligation to Buy) | 1 | 23.11 | 23.11 | 1 | — | ↗ |
| 2023-02-09 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 259 | 22.79 | 5.9K | 1,162,335 | — | ↗ |
| 2023-02-08 | Repertoire Master Fund LP | 10% Owner | J-Other | A | Equity Swap (Obligation to Buy) | 7,327 | 22.65 | 166.0K | 7,327 | — | ↗ |
| 2023-02-07 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 800 | 22.70 | 18.2K | 1,172,738 | — | ↗ |
| 2023-02-06 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 100 | 22.70 | 2.3K | 1,173,538 | — | ↗ |
| 2023-01-27 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 373 | 22.75 | 8.5K | 1,173,638 | — | ↗ |
| 2023-01-26 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 340 | 22.80 | 7.8K | 1,172,380 | — | ↗ |
| 2023-01-25 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 204 | 22.80 | 4.7K | 1,172,720 | — | ↗ |
| 2023-01-20 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 2,721 | 22.66 | 61.7K | 1,172,228 | — | ↗ |
| 2023-01-18 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 11 | 22.78 | 250.58 | 1,175,038 | — | ↗ |
| 2023-01-17 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 21 | 22.90 | 480.90 | 1,175,216 | — | ↗ |
| 2023-01-12 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 145 | 22.35 | 3.2K | 1,175,237 | — | ↗ |
| 2023-01-11 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 269 | 22.30 | 6.0K | 1,172,430 | — | ↗ |
| 2023-01-09 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 200 | 22.30 | 4.5K | 1,172,161 | — | ↗ |
| 2023-01-06 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 517 | 22.27 | 11.5K | 1,171,961 | — | ↗ |
| 2023-01-05 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 562 | 22.36 | 12.6K | 1,166,871 | — | ↗ |
| 2023-01-04 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 600 | 22.55 | 13.5K | 1,169,193 | — | ↗ |
| 2023-01-03 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 13,009 | 22.53 | 293.1K | 1,169,793 | — | ↗ |
| 2022-12-30 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 6,685 | 22.52 | 150.6K | 1,180,581 | — | ↗ |
| 2022-12-29 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 743 | 21.93 | 16.3K | 1,152,275 | — | ↗ |
| 2022-12-28 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 3,135 | 21.95 | 68.8K | 1,148,932 | — | ↗ |
| 2022-12-27 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 5,000 | 22.01 | 110.1K | 1,145,797 | — | ↗ |
| 2022-12-23 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 381 | 21.97 | 8.4K | 1,140,256 | — | ↗ |
| 2022-12-22 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 10,000 | 21.98 | 219.8K | 1,138,556 | — | ↗ |
| 2022-12-21 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 15,309 | 21.87 | 334.7K | 1,128,556 | — | ↗ |
| 2022-12-20 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 100 | 21.75 | 2.2K | 1,113,247 | — | ↗ |
| 2022-12-19 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 1,281 | 21.75 | 27.9K | 1,113,147 | — | ↗ |
| 2022-12-16 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 200 | 22.10 | 4.4K | 1,111,866 | — | ↗ |
| 2022-12-14 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 2,602 | 22.27 | 57.9K | 1,112,066 | — | ↗ |
| 2022-12-13 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 419 | 22.35 | 9.4K | 1,114,668 | — | ↗ |
| 2022-12-12 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 2,220 | 22.14 | 49.2K | 1,115,087 | — | ↗ |
| 2022-12-09 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 455 | 21.92 | 10.0K | 1,117,659 | — | ↗ |
| 2022-12-08 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 2,220 | 21.85 | 48.5K | 1,112,935 | — | ↗ |
| 2022-12-07 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 9,798 | 22.25 | 218.0K | 1,110,715 | — | ↗ |
| 2022-12-06 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 4,468 | 22.11 | 98.8K | 1,120,513 | — | ↗ |
| 2022-12-05 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 1,248 | 22.13 | 27.6K | 1,124,981 | — | ↗ |
| 2022-12-01 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 284 | 22.40 | 6.4K | 1,126,229 | — | ↗ |
| 2022-11-30 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 106 | 22.52 | 2.4K | 0 | — | ↗ |
| 2022-11-30 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 6,814 | 22.34 | 152.2K | 1,110,725 | — | ↗ |
| 2022-11-29 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 62 | 21.95 | 1.4K | 1,105,060 | — | ↗ |
| 2022-11-28 | Repertoire Master Fund LP | 10% Owner | J-Other | A | Common Stock | 1 | 0.00 | — | 1,099,554 | — | ↗ |
| 2022-11-25 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 9,905 | 22.03 | 218.3K | 1,099,553 | — | ↗ |
| 2022-11-23 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 3,740 | 22.07 | 82.5K | 1,109,458 | — | ↗ |
| 2022-11-22 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 2,100 | 21.99 | 46.2K | 1,113,198 | — | ↗ |
| 2022-11-21 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 13,323 | 22.82 | 304.1K | 1,115,267 | — | ↗ |
| 2022-11-17 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 1,600 | 22.60 | 36.2K | 1,128,590 | — | ↗ |
| 2022-11-16 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 712 | 22.50 | 16.0K | 1,130,190 | — | ↗ |
| 2022-11-15 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 3,128 | 22.51 | 70.4K | 1,130,902 | — | ↗ |
| 2022-11-14 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 26,854 | 22.22 | 596.7K | 1,134,030 | — | ↗ |
| 2022-11-11 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 1,549 | 22.01 | 34.1K | 1,160,884 | — | ↗ |
| 2022-11-10 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 420 | 22.36 | 9.4K | 1,162,433 | — | ↗ |
| 2022-11-09 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 5,262 | 21.97 | 115.6K | 1,162,853 | — | ↗ |
| 2022-11-08 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 1,126 | 21.52 | 24.2K | 1,168,115 | — | ↗ |
| 2022-11-07 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 4,857 | 21.28 | 103.3K | 1,169,241 | — | ↗ |
| 2022-11-04 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 141 | 21.00 | 3.0K | 1,174,098 | — | ↗ |
| 2022-11-02 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 1,419 | 21.00 | 29.8K | 1,174,239 | — | ↗ |
| 2022-11-01 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 429 | 20.87 | 9.0K | 0 | — | ↗ |
| 2022-10-31 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 2,220 | 20.71 | 46.0K | 1,176,087 | — | ↗ |
| 2022-10-28 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 4,721 | 20.51 | 96.8K | 1,173,867 | — | ↗ |
| 2022-10-27 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 973 | 20.50 | 19.9K | 1,178,588 | — | ↗ |
| 2022-10-26 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 400 | 20.51 | 8.2K | 1,179,561 | — | ↗ |
| 2022-10-25 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 1,688 | 20.47 | 34.6K | 1,179,961 | — | ↗ |
| 2022-10-24 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 3,508 | 20.43 | 71.7K | 1,181,649 | — | ↗ |
| 2022-10-21 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 3,826 | 19.99 | 76.5K | 1,185,157 | — | ↗ |
| 2022-10-20 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 5 | 19.95 | 99.75 | 1,181,331 | — | ↗ |
| 2022-10-19 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 200 | 19.90 | 4.0K | 1,181,306 | — | ↗ |
| 2022-10-18 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 332 | 19.81 | 6.6K | 1,181,106 | — | ↗ |
| 2022-10-17 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 7,659 | 20.00 | 153.1K | 1,178,890 | — | ↗ |
| 2022-10-14 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 9 | 20.00 | 180.00 | 1,170,585 | — | ↗ |
| 2022-10-13 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 108 | 19.38 | 2.1K | 1,170,303 | — | ↗ |
| 2022-10-12 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 1,114 | 19.58 | 21.8K | 1,165,232 | — | ↗ |
| 2022-10-11 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 364 | 19.50 | 7.1K | 1,160,083 | — | ↗ |
| 2022-10-10 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 3,254 | 19.81 | 64.5K | 1,159,719 | — | ↗ |
| 2022-10-07 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 7,587 | 19.97 | 151.5K | 1,154,781 | — | ↗ |
| 2022-10-06 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 290 | 20.00 | 5.8K | 1,138,083 | — | ↗ |
| 2022-10-04 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 377 | 20.71 | 7.8K | 1,138,748 | — | ↗ |
| 2022-09-30 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 21,429 | 20.26 | 434.1K | 1,130,176 | — | ↗ |
| 2022-09-29 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 4,887 | 19.85 | 97.0K | 1,108,747 | — | ↗ |
| 2022-09-28 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 102 | 19.95 | 2.0K | 1,098,479 | — | ↗ |
| 2022-09-27 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 7,689 | 19.92 | 153.2K | 1,098,177 | — | ↗ |
| 2022-09-26 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 342 | 20.00 | 6.8K | 1,090,488 | — | ↗ |
| 2022-09-23 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 2,500 | 21.00 | 52.5K | 1,085,543 | — | ↗ |
| 2022-09-22 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 4,844 | 21.72 | 105.2K | 1,078,253 | — | ↗ |
| 2022-09-20 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 210 | 22.00 | 4.6K | 1,073,409 | — | ↗ |
| 2022-09-15 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 3,018 | 22.00 | 66.4K | 1,073,199 | — | ↗ |
| 2022-09-07 | Repertoire Master Fund LP | 10% Owner | P-Purchase | A | Common Stock | 500 | 22.09 | 11.0K | 1,070,181 | — | ↗ |
| 2022-09-02 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 1,027 | 22.50 | 23.1K | 1,069,681 | — | ↗ |
| 2022-08-15 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 806 | 23.51 | 19.0K | 1,070,708 | — | ↗ |
| 2022-08-12 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 3,609 | 24.13 | 87.1K | 1,071,514 | — | ↗ |
| 2022-08-11 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 1,355 | 24.11 | 32.7K | 1,075,123 | — | ↗ |
| 2022-08-10 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 1,253 | 24.10 | 30.2K | 1,076,478 | — | ↗ |
| 2022-07-21 | Repertoire Master Fund LP | 10% Owner | S-Sale | D | Common Stock | 5,857 | 24.17 | 141.6K | 1,077,731 | — | ↗ |
| 2022-05-09 | Hazelwood Tricia Nicole | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-05-09 | Chou Jennifer Kwon | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-04-11 | Repertoire Master Fund LP | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 1,077,731 | — | ↗ |
| 2021-12-15 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 32,940 | 24.38 | 803.0K | 0 | — | ↗ |
| 2021-12-15 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 32,940 | 24.38 | 803.0K | 0 | — | ↗ |
| 2021-12-14 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 13,016 | 24.41 | 317.7K | 0 | — | ↗ |
| 2021-12-14 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 13,016 | 24.41 | 317.7K | 0 | — | ↗ |
| 2021-12-13 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 8,715 | 24.41 | 212.7K | 0 | — | ↗ |
| 2021-12-13 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 8,715 | 24.41 | 212.7K | 0 | — | ↗ |
| 2021-12-10 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 10,798 | 24.42 | 263.7K | 0 | — | ↗ |
| 2021-12-10 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 10,798 | 24.42 | 263.7K | 0 | — | ↗ |
| 2021-12-09 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 7,513 | 24.40 | 183.4K | 0 | — | ↗ |
| 2021-12-09 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 7,513 | 24.40 | 183.4K | 0 | — | ↗ |
| 2021-12-06 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 25,000 | 24.53 | 613.2K | 0 | — | ↗ |
| 2021-12-06 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 25,000 | 24.53 | 613.2K | 0 | — | ↗ |
| 2021-12-03 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 20,178 | 24.53 | 495.0K | 0 | — | ↗ |
| 2021-12-03 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 20,178 | 24.53 | 495.0K | 0 | — | ↗ |
| 2021-12-02 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 4,127 | 24.53 | 101.2K | 0 | — | ↗ |
| 2021-12-02 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 4,127 | 24.53 | 101.2K | 0 | — | ↗ |
| 2021-12-01 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 10,652 | 24.72 | 263.3K | 0 | — | ↗ |
| 2021-11-30 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 64,651 | 24.63 | 1.59M | 0 | — | ↗ |
| 2021-11-30 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 81,423 | 24.63 | 2.01M | 0 | — | ↗ |
| 2021-11-29 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 37,489 | 24.49 | 918.0K | 0 | — | ↗ |
| 2021-11-29 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 37,489 | 24.49 | 918.0K | 0 | — | ↗ |
| 2021-11-26 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 3,642 | 24.45 | 89.0K | 0 | — | ↗ |
| 2021-11-26 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 3,642 | 24.45 | 89.0K | 0 | — | ↗ |
| 2021-11-24 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 1,435 | 24.53 | 35.2K | 0 | — | ↗ |
| 2021-11-24 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 1,435 | 24.53 | 35.2K | 0 | — | ↗ |
| 2021-11-15 | Schafer Patrick | Officer | P-Purchase | A | Common Stock | 1,000 | 25.04 | 25.0K | 5,950 | — | ↗ |
| 2021-10-07 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 64,922 | 24.00 | 1.56M | 0 | — | ↗ |
| 2021-10-07 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 64,922 | 24.00 | 1.56M | 0 | — | ↗ |
| 2021-09-01 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 9,912 | 23.98 | 237.6K | 0 | — | ↗ |
| 2021-09-01 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 9,912 | 23.98 | 237.6K | 0 | — | ↗ |
| 2021-08-27 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 15,426 | 23.76 | 366.5K | 0 | — | ↗ |
| 2021-08-27 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 15,426 | 23.76 | 366.5K | 0 | — | ↗ |
| 2021-08-04 | Held David | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-07-19 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 25,000 | 23.19 | 579.8K | 0 | — | ↗ |
| 2021-07-19 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 25,000 | 23.19 | 579.8K | 0 | — | ↗ |
| 2021-06-29 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 593 | 23.89 | 14.2K | 0 | — | ↗ |
| 2021-06-29 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 593 | 23.89 | 14.2K | 0 | — | ↗ |
| 2021-05-28 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 10,319 | 23.74 | 245.0K | 0 | — | ↗ |
| 2021-05-28 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 10,319 | 23.74 | 245.0K | 0 | — | ↗ |
| 2021-03-31 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 17,394 | 21.88 | 380.6K | 0 | — | ↗ |
| 2021-03-31 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 17,394 | 21.88 | 380.6K | 0 | — | ↗ |
| 2021-03-25 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 14,643 | 21.73 | 318.1K | 0 | — | ↗ |
| 2021-03-25 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 14,643 | 21.73 | 318.1K | 0 | — | ↗ |
| 2021-03-24 | Repertoire Partners LP | 10% Owner | — | I | Equity Swap (obligation to buy) | 7,632 | 21.27 | 162.3K | 0 | — | ↗ |
| 2021-03-24 | Repertoire Master Fund LP | 10% Owner | — | D | Equity Swap (obligation to buy) | 7,632 | 21.27 | 162.3K | 0 | — | ↗ |
| 2021-03-01 | Roos Jason T | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-10-28 | Westwood Matthew Joseph | Director | — | D | Common Stock | 0 | 0.00 | — | 43,263 | — | ↗ |
| 2020-10-28 | Morea Joseph | Director | — | D | Common Stock | 0 | 0.00 | — | 18,210 | — | ↗ |
| 2020-09-09 | Goldthorpe Edward J. | Director / Officer | P-Purchase | A | Common Stock | 1,469 | 1.23 | 1.8K | 97,651 | — | ↗ |
| 2020-08-26 | Warshauer Robert Herman | Director | P-Purchase | A | Common Stock | 20,000 | 1.16 | 23.2K | 20,000 | — | ↗ |
Executive team
Top executives
EBIT / Employee
2.47M
Shares Outstanding
12.39M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2019 | Dayl W. Pearson President and Chief Executive Officer | 137.5K | 100.0K | — | — | 175.0K | 42.1K | 454.6K | 0.00% | ↗ |
| 2 | 2018 | Dayl W. Pearson President and Chief Executive Officer | 550.0K | — | — | — | 700.0K | 71.1K | 1.32M | 0.00% | ↗ |
| 3 | 2018 | Edward U. Gilpin Chief Financial Officer, Treasurer and Secretary | 410.0K | — | — | — | 335.0K | 51.6K | 796.6K | 0.00% | ↗ |
| 4 | 2018 | R. Jon Corless Chief Investment Officer | 310.0K | — | — | — | 200.0K | 50.4K | 560.4K | 0.00% | ↗ |
| 5 | 2018 | Daniel P. Gilligan Vice President, Director of Portfolio Administration and Interim Chief Compliance Officer | 295.0K | — | — | — | 160.0K | 50.9K | 505.9K | 0.00% | ↗ |
| 6 | 2017 | Dayl W. Pearson President and Chief Executive Officer | 550.0K | — | 100.0K | — | 700.0K | 88.0K | 1.44M | 6.95% | ↗ |
| 7 | 2017 | Edward U. Gilpin Chief Financial Officer, Treasurer and Secretary | 410.0K | — | 60.0K | — | 335.0K | 61.7K | 866.7K | 6.92% | ↗ |
| 8 | 2017 | R. Jon Corless Chief Investment Officer | 310.0K | — | 35.0K | — | 200.0K | 57.4K | 602.4K | 5.81% | ↗ |
| 9 | 2017 | Daniel P. Gilligan Vice President, Director of Portfolio Administration and Interim Chief Compliance Officer | 285.0K | — | 65.0K | — | 160.0K | 54.6K | 564.6K | 11.51% | ↗ |
| 10 | 2016 | Dayl W. Pearson President and Chief Executive Officer | 550.0K | — | — | — | 700.0K | 159.3K | 1.41M | 0.00% | ↗ |
| 11 | 2016 | Edward U. Gilpin Chief Financial Officer, Treasurer and Secretary | 400.0K | — | — | — | 335.0K | 97.0K | 832.0K | 0.00% | ↗ |
| 12 | 2016 | R. Jon Corless Chief Investment Officer | 310.0K | — | — | — | 200.0K | 80.4K | 590.4K | 0.00% | ↗ |
| 13 | 2016 | Daniel P. Gilligan Vice President, Director of Portfolio Administration and Interim Chief Compliance Officer | 275.0K | — | — | — | 160.0K | 66.3K | 506.0K | 0.00% | ↗ |
| 14 | 2015 | Dayl W. Pearson President and Chief Executive Officer | 550.0K | — | 385.0K | — | 765.0K | 236.8K | 1.94M | 19.88% | ↗ |
| 15 | 2015 | Edward U. Gilpin Chief Financial Officer, Treasurer and Secretary | 400.0K | — | 50.0K | — | 350.0K | 154.7K | 954.7K | 5.24% | ↗ |
| 16 | 2015 | R. Jon Corless Chief Investment Officer | 310.0K | — | 175.0K | — | 220.0K | 102.9K | 807.9K | 21.66% | ↗ |
| 17 | 2015 | Daniel P. Gilligan Vice President, Director of Portfolio Administration and Interim Chief Compliance Officer | 275.0K | — | 100.0K | — | 160.0K | 94.0K | 629.0K | 15.90% | ↗ |
| 18 | 2015 | Jill Simeone Former General Counsel and Chief Compliance Officer | 310.0K | — | 50.0K | — | 100.0K | 71.0K | 531.0K | 9.42% | ↗ |
| 19 | 2014 | Dayl W. Pearson President and Chief Executive Officer | 500.0K | — | 900.0K | — | 800.0K | 189.3K | 2.39M | 37.67% | ↗ |
| 20 | 2014 | Edward U. Gilpin Chief Financial Officer, Treasurer and Secretary | 365.0K | — | 450.0K | — | 400.0K | 148.9K | 1.36M | 32.99% | ↗ |
| 21 | 2014 | R. Jon Corless Chief Investment Officer | 300.0K | — | 275.0K | — | 250.0K | 83.3K | 908.3K | 30.28% | ↗ |
| 22 | 2014 | Jill Simeone General Counsel and Chief Compliance Officer | 310.0K | — | 250.0K | — | 200.0K | 37.2K | 797.2K | 31.36% | ↗ |
| 23 | 2014 | Jill Simeone Former General Counsel and Chief Compliance Officer | 310.0K | — | 250.0K | — | 200.0K | 37.2K | 797.2K | 31.36% | ↗ |
| 24 | 2014 | Daniel P. Gilligan Vice President, Director of Portfolio Administration and Interim Chief Compliance Officer | 250.0K | — | 250.0K | — | 175.0K | 80.0K | 755.0K | 33.11% | ↗ |
| 25 | 2014 | Daniel P. Gilligan Vice President, Director of Portfolio Administration and Former Chief Compliance Officer | 250.0K | — | 250.0K | — | 175.0K | 80.0K | 755.0K | 33.11% | ↗ |
| 26 | 2013 | Dayl W. Pearson President and Chief Executive Officer | 500.0K | — | 1.00M | — | 850.0K | 112.5K | 2.46M | 40.61% | ↗ |
| 27 | 2013 | Edward U. Gilpin Chief Financial Officer, Treasurer and Secretary | 350.0K | — | 600.0K | — | 350.0K | 109.7K | 1.41M | 42.56% | ↗ |
| 28 | 2013 | R. Jon Corless Chief Investment Officer | 275.0K | — | 300.0K | — | 275.0K | 59.9K | 909.9K | 32.97% | ↗ |
| 29 | 2013 | Daniel P. Gilligan Vice President, Director of Portfolio Administration and Interim Chief Compliance Officer | 200.0K | — | 300.0K | — | 175.0K | 58.1K | 733.1K | 40.92% | ↗ |
| 30 | 2013 | Daniel P. Gilligan Vice President, Director of Portfolio Administration and Former Chief Compliance Officer | 200.0K | — | 300.0K | — | 175.0K | 58.1K | 733.1K | 40.92% | ↗ |
| 31 | 2013 | Jill Simeone General Counsel and Chief Compliance Officer | 300.0K | — | — | — | 100.0K | 21.2K | 421.2K | 0.00% | ↗ |
| 32 | 2013 | Jill Simeone Former General Counsel and Chief Compliance Officer | 300.0K | — | — | — | 100.0K | 21.2K | 421.2K | 0.00% | ↗ |
| 33 | 2012 | Dayl W. Pearson President and Chief Executive Officer | 400.0K | — | — | — | 1.00M | 51.1K | 1.45M | 0.00% | ↗ |
| 34 | 2012 | Dayl W. Pearson President and Chief Executive Officer | 400.0K | — | — | — | 1.00M | 51.1K | 1.45M | 0.00% | ↗ |
| 35 | 2012 | E.A. Kratzman former Vice President; President of Katonah | 266.7K | — | — | — | — | 1.16M | 1.42M | 0.00% | ↗ |
| 36 | 2012 | Edward U. Gilpin Chief Financial Officer, Treasurer and Secretary | 350.0K | — | 150.0K | — | 400.0K | 58.7K | 958.7K | 15.65% | ↗ |
| 37 | 2012 | R. Jon Corless Chief Investment Officer | 265.0K | — | — | — | 275.0K | 37.2K | 577.2K | 0.00% | ↗ |
| 38 | 2012 | R. Jon Corless Chief Investment Officer | 265.0K | — | — | — | 275.0K | 37.2K | 577.2K | 0.00% | ↗ |
| 39 | 2012 | Michael I. Wirth former Chief Financial Officer, Treasurer and Secretary | 325.0K | — | — | — | — | 206.3K | 531.3K | 0.00% | ↗ |
| 40 | 2012 | Daniel P. Gilligan Vice President, Director of Portfolio Administration and Former Chief Compliance Officer | 175.0K | — | — | — | 150.0K | 35.9K | 360.9K | 0.00% | ↗ |
| 41 | 2012 | Daniel P. Gilligan Chief Compliance Officer; Director of Portfolio Administration | 175.0K | — | — | — | 150.0K | 35.9K | 360.9K | 0.00% | ↗ |
| 42 | 2011 | E.A. Kratzman Vice President; President of Katonah | 400.0K | — | 500.0K | — | 650.0K | 189.5K | 1.74M | 28.74% | ↗ |
| 43 | 2011 | E.A. Kratzman former Vice President; President of Katonah | 400.0K | — | 500.0K | — | 650.0K | 189.5K | 1.74M | 28.74% | ↗ |
| 44 | 2011 | Dayl W. Pearson President and Chief Executive Officer | 400.0K | — | — | — | 400.0K | 72.7K | 872.7K | 0.00% | ↗ |
| 45 | 2011 | Dayl W. Pearson President and Chief Executive Officer | 400.0K | — | — | — | 400.0K | 72.7K | 872.7K | 0.00% | ↗ |
| 46 | 2011 | Michael I. Wirth Chief Financial Officer, Treasurer and Secretary | 325.0K | — | — | — | 200.0K | 56.4K | 581.4K | 0.00% | ↗ |
| 47 | 2011 | Michael I. Wirth former Chief Financial Officer, Treasurer and Secretary | 325.0K | — | — | — | 200.0K | 56.4K | 581.4K | 0.00% | ↗ |
| 48 | 2011 | R. Jon Corless Chief Investment Officer | 250.0K | — | — | — | 200.0K | 40.0K | 490.0K | 0.00% | ↗ |
| 49 | 2011 | R. Jon Corless Chief Investment Officer | 250.0K | — | — | — | 200.0K | 40.0K | 490.0K | 0.00% | ↗ |
| 50 | 2011 | Daniel P. Gilligan Chief Compliance Officer; Director of Portfolio Administration | 160.0K | — | — | — | 125.0K | 33.7K | 318.7K | 0.00% | ↗ |
| 51 | 2011 | Daniel P. Gilligan Vice President, Director of Portfolio Administration and Former Chief Compliance Officer | 160.0K | — | — | — | 125.0K | 33.7K | 318.7K | 0.00% | ↗ |
| 52 | 2010 | E.A. Kratzman former Vice President; President of Katonah | 400.0K | — | 500.0K | — | 1.10M | 122.9K | 2.12M | 23.55% | ↗ |
| 53 | 2010 | E.A. Kratzman Vice President; President of Katonah | 400.0K | — | 500.0K | — | 1.10M | 122.9K | 2.12M | 23.55% | ↗ |
| 54 | 2010 | E.A. Kratzman Vice President; President of Katonah Debt Advisors | 400.0K | — | 500.0K | — | 1.10M | 122.9K | 2.12M | 23.55% | ↗ |
| 55 | 2010 | Dayl W. Pearson President and Chief Executive Officer | 400.0K | 250.0K | — | — | 500.0K | 62.4K | 1.21M | 0.00% | ↗ |
| 56 | 2010 | Dayl W. Pearson President and Chief Executive Officer | 400.0K | 250.0K | — | — | 500.0K | 62.4K | 1.21M | 0.00% | ↗ |
| 57 | 2010 | Michael I. Wirth Chief Financial Officer, Treasurer and Secretary | 325.0K | 200.0K | — | — | 400.0K | 38.4K | 963.4K | 0.00% | ↗ |
| 58 | 2010 | Michael I. Wirth former Chief Financial Officer, Treasurer and Secretary | 325.0K | 200.0K | — | — | 400.0K | 38.4K | 963.4K | 0.00% | ↗ |
| 59 | 2010 | Michael I. Wirth Chief Financial Officer, Chief Compliance Officer, Treasurer and Secretary | 325.0K | 200.0K | — | — | 400.0K | 38.4K | 963.4K | 0.00% | ↗ |
| 60 | 2010 | R. Jon Corless Chief Investment Officer | 250.0K | 100.0K | — | — | 200.0K | 17.8K | 567.8K | 0.00% | ↗ |
| 61 | 2010 | R. Jon Corless Chief Investment Officer | 250.0K | 100.0K | — | — | 200.0K | 17.8K | 567.8K | 0.00% | ↗ |
| 62 | 2010 | John M. Stack Vice President; Managing Director of Katonah Debt Advisors | 225.0K | — | — | — | 175.0K | 9.4K | 409.4K | 0.00% | ↗ |
| 63 | 2010 | Daniel P. Gilligan Vice President; Director of Portfolio Administration of Katonah Debt Advisors | 150.0K | — | — | — | 125.0K | 8.0K | 283.0K | 0.00% | ↗ |
| 64 | 2010 | Daniel P. Gilligan Chief Compliance Officer; Director of Portfolio Administration | 150.0K | — | — | — | 125.0K | 8.0K | 283.0K | 0.00% | ↗ |
| 65 | 2009 | E.A. Kratzman Vice President; President of Katonah | 400.0K | — | 500.0K | — | 650.0K | 95.5K | 1.65M | 30.39% | ↗ |
| 66 | 2009 | E.A. Kratzman Vice President; President of Katonah Debt Advisors | 400.0K | — | 500.0K | — | 650.0K | 95.5K | 1.65M | 30.39% | ↗ |
| 67 | 2009 | Dayl W. Pearson President and Chief Executive Officer | 400.0K | — | — | — | 450.0K | 99.6K | 949.6K | 0.00% | ↗ |
| 68 | 2009 | Dayl W. Pearson President and Chief Executive Officer | 400.0K | — | — | — | 450.0K | 99.6K | 949.6K | 0.00% | ↗ |
| 69 | 2009 | Michael I. Wirth Chief Financial Officer, Treasurer and Secretary | 325.0K | — | — | — | 375.0K | 58.3K | 758.3K | 0.00% | ↗ |
| 70 | 2009 | Michael I. Wirth Chief Financial Officer, Chief Compliance Officer, Treasurer and Secretary | 325.0K | — | — | — | 375.0K | 58.3K | 758.3K | 0.00% | ↗ |
| 71 | 2009 | R. Jon Corless Chief Investment Officer | 250.0K | — | — | — | 200.0K | 28.1K | 478.1K | 0.00% | ↗ |
| 72 | 2009 | R. Jon Corless Chief Investment Officer | 250.0K | — | — | — | 200.0K | 28.1K | 478.1K | 0.00% | ↗ |
| 73 | 2009 | John M. Stack Vice President; Managing Director of Katonah Debt Advisors | 225.0K | — | — | — | 175.0K | 14.2K | 414.2K | 0.00% | ↗ |
| 74 | 2008 | E.A. Kratzman Vice President; President of Katonah Debt Advisors | 375.0K | — | 558.2K | — | 500.0K | 61.8K | 1.50M | 37.34% | ↗ |
| 75 | 2008 | Dayl W. Pearson President and Chief Executive Officer | 375.0K | — | 599.5K | — | 350.0K | 81.7K | 1.41M | 42.63% | ↗ |
| 76 | 2008 | Michael I. Wirth Chief Financial Officer, Chief Compliance Officer, Treasurer and Secretary | 325.0K | — | 259.2K | — | 325.0K | 49.6K | 958.8K | 27.03% | ↗ |
| 77 | 2008 | R. Jon Corless Chief Investment Officer | 250.0K | — | 39.8K | — | 200.0K | 24.7K | 514.5K | 7.74% | ↗ |
| 78 | 2008 | John M. Stack Vice President; Managing Director of Katonah Debt Advisors | 225.0K | — | 27.4K | — | 150.0K | 12.3K | 414.7K | 6.61% | ↗ |
| 79 | 2007 | Vice President; President of Katonah Debt Advisors | 300.0K | — | — | 72.0K | 600.0K | 29.7K | 1.00M | 7.19% | ↗ |
| 80 | 2007 | E.A. Kratzman Vice President; President of Katonah Debt Advisors | 300.0K | — | — | — | 600.0K | 29.7K | 1.00M | 0.00% | ↗ |
| 81 | 2007 | Dayl W. Pearson President and Chief Executive Officer | 300.0K | — | — | 90.0K | 450.0K | 29.7K | 869.7K | 10.35% | ↗ |
| 82 | 2007 | Dayl W. Pearson President and Chief Executive Officer | 300.0K | — | — | — | 450.0K | 29.7K | 869.7K | 0.00% | ↗ |
| 83 | 2007 | Michael I. Wirth Chief Financial Officer, Chief Compliance Officer, Treasurer and Secretary | 300.0K | — | — | — | 375.0K | 29.7K | 758.7K | 0.00% | ↗ |
| 84 | 2007 | R. Jon Corless Chief Investment Officer | 200.0K | — | — | — | 250.0K | 29.7K | 515.7K | 0.00% | ↗ |
| 85 | 2007 | R. Jon Corless Chief Investment Officer | 200.0K | — | — | 36.0K | 250.0K | 29.7K | 515.7K | 6.98% | ↗ |
| 86 | 2007 | Vice President; Managing Director of Katonah Debt Advisors | 212.5K | — | — | 21.7K | 200.0K | 29.7K | 463.9K | 4.67% | ↗ |
| 87 | 2007 | John M. Stack Vice President; Managing Director of Katonah Debt Advisors | 212.5K | — | — | 90.5K | 200.0K | 29.7K | 463.9K | 19.51% | ↗ |
| 88 | 2006 | Vice President; President of Katonah Debt Advisors | 300.0K | — | — | 3.0K | 600.0K | 29.2K | 932.2K | 0.32% | ↗ |
| 89 | 2006 | Dayl W. Pearson President and Chief Executive Officer | 252.3K | 150.0K | — | 3.8K | 350.0K | 29.2K | 785.2K | 0.48% | ↗ |
| 90 | 2006 | Dayl W. Pearson President and Chief Executive Officer | 252.3K | 150.0K | — | 3.8K | 350.0K | 29.2K | 785.2K | 0.48% | ↗ |
| 91 | 2006 | Vice President; Managing Director of Katonah Debt Advisors | 189.2K | — | — | — | 175.0K | 29.2K | 393.4K | 0.00% | ↗ |
| 92 | 2006 | R. Jon Corless Chief Investment Officer | 166.0K | — | — | 1.5K | 200.0K | 20.7K | 388.2K | 0.39% | ↗ |
| 93 | 2006 | Michael I. Wirth Chief Financial Officer, Chief Compliance Officer, Treasurer and Secretary | 46.7K | 150.0K | — | 2.3K | — | — | 199.0K | 1.13% | ↗ |
| 94 | 2006 | R. Jon Corless Chief Investment Officer | — | — | — | 1.5K | — | — | — | — | ↗ |
| 95 | 2006 | E.A. Kratzman Vice President; President of Katonah Debt Advisors | — | — | — | 3.0K | — | — | — | — | ↗ |
| 96 | 2006 | John M. Stack Vice President; Managing Director of Katonah Debt Advisors | — | — | — | — | — | — | — | — | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Brandon Satoren | Chief Financial Officer, Secretary & Treasurer | — | male |
| David Isaac Held | Chief Compliance Officer | — | male |
| Edward Joseph Goldthorpe | Chairman, Chief Executive Officer & President | — | male |
| Patrick Schafer | Chief Investment Officer & Director | — | male |
ESG Rating
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
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Market share among peers
Peer comparison — filtered group (TTM)
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Community Opinion for BCIC
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