BlackLine, Inc. (BL)
Woodland Hills, CA, US
BlackLine, Inc. provides cloud-based solutions to automate and streamline accounting and finance operations in the United States and internationally. It offers financial close and consolidation solutions, such as account reconciliations that provides a centralized workspace for users to collaborate on account reconciliations; transaction matching, which analyzes and reconciles individual transactions; task management to create and manage processes and task lists; and financial reporting analytics that enables analysis and validation of financial data. The company also provides journal entry, which allows users to generate, review, and post manual journal entries; variance analysis that offers anomalous fluctuations in balance sheet and income statement account balances; compliance, an integrated solution that facilitates compliance-related initiatives, consolidates project management, and provides visibility over control self-assessments and testing; and smart close for SAP solution. In addition, it offers credit and risk, collection, dispute and deduction, and team and task management, as well as AR intelligence, electronic invoicing and payment, and cash application solutions. Further, the company provides intercompany create functionality that stores permissions and business logic exceptions by entity, service, and transaction type; intercompany balance and resolve, which records an organization’s intercompany transactions; and netting and settlement that enables open intercompany transactions, which integrate with treasury systems. Additionally, it offers implementation, optimization, live and web-based training, and support services. The company sells its solutions primarily through direct sales force to multinational corporations, large domestic enterprises, and mid-market companies across various industries. The company was incorporated in 2001 and is headquartered in Woodland Hills, California.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -4.69% | -14.35% | -16.45% | -32.12% | -52.72% | -52.60% | -52.48% | -50.69% | -73.83% | +10.59% | +10.59% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 3 | 0 |
| Hold | 8 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 7 |
39.86
+30.6%
|
| Last Quarter | 7 |
39.86
+30.6%
|
| Last Year | 13 |
47.92
+57.0%
|
| All Time | 26 |
62.65
+105.3%
|
-
Revenue growth Software - Application: +13.0%+7.2% Q1'26: +9.7% (vs Q1'25)
-
EPS growth Software - Application: +28.6%-73.1% Q1'26: +39.2% (vs Q1'25)
-
FCF margin FCF growth · Software - Application: +45.3%+8.0% Q1'26: +24.1% (vs Q1'25)
-
EBIT margin Software - Application: +9.4%+8.4% Q1'26: +6.7% (vs Q1'25)
-
ROIC Software - Application: +7.5%+6.6% Q1'26: +5.9% (vs Q1'25)
-
Share dilution Software - Application: +0.0%-2.6% ★ Q1'26: +7.7% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×8.91× Q1'26: 7.03× (vs Q1'25)
* 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.
| 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 11 Rev. Ana. 9 EPS Ana. |
Dec 2027 11 Rev. Ana. 8 EPS Ana. |
Dec 2028 4 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
123.12M
est: 122.08M (+0.9%)
|
177.03M
est: 174.49M (+1.5%)
|
227.79M
est: 227.10M (+0.3%)
|
288.98M
est: 286.57M (+0.8%)
|
351.74M
est: 348.01M (+1.1%)
|
425.71M
est: 424.24M (+0.3%)
|
522.94M
est: 522.48M (+0.1%)
|
590.00M
est: 624.41M (-5.5%)
|
653.34M
est: 652.19M (+0.2%)
|
700.43M
est: 700.20M (+0.0%)
|
766.78M
765.89M – 767.22M
+9.5% YoY
|
849.88M
840.58M – 863.10M
+10.8% YoY
|
953.93M
953.93M – 953.93M
+12.2% YoY
|
| EBITDA |
-24.21M
est: 11.51M (-310.3%)
|
-12.86M
est: 16.45M (-178.1%)
|
-5.36M
est: 21.42M (-125.0%)
|
-497.0K
est: -3.55M (+86.0%)
|
5.50M
est: -2.86M (+292.4%)
|
-10.79M
est: 14.18M (-176.1%)
|
1.26M
est: -10.70M (+111.7%)
|
116.51M
est: 251.59M (-53.7%)
|
183.80M
est: 262.79M (-30.1%)
|
105.57M
est: 282.13M (-62.6%)
|
308.96M
308.60M – 309.14M
+9.5% YoY
|
342.44M
338.70M – 347.77M
+10.8% YoY
|
384.37M
384.37M – 384.37M
+12.2% YoY
|
| EBIT |
-29.06M
est: 2.55M (-1,238.5%)
|
-32.83M
est: 3.65M (-999.9%)
|
-27.70M
est: 4.75M (-683.4%)
|
-21.77M
est: -100.51M (+78.3%)
|
-15.39M
est: -15.35M (-0.3%)
|
-37.91M
est: -28.98M (-30.8%)
|
-41.56M
est: -109.42M (+62.0%)
|
66.41M
est: 211.63M (-68.6%)
|
133.46M
est: 221.05M (-39.6%)
|
59.03M
est: 237.32M (-75.1%)
|
259.88M
259.58M – 260.03M
+9.5% YoY
|
288.05M
284.90M – 292.53M
+10.8% YoY
|
323.31M
323.31M – 323.31M
+12.2% YoY
|
| Net Income |
-39.16M
est: -31.73M (-23.4%)
|
-38.06M
est: -7.07M (-438.0%)
|
-27.80M
est: 6.62M (-520.3%)
|
-32.54M
est: -98.61M (+67.0%)
|
-46.91M
est: -33.60M (-39.6%)
|
-115.16M
est: -89.08M (-29.3%)
|
-29.39M
est: -126.57M (+76.8%)
|
52.83M
est: 141.61M (-62.7%)
|
161.17M
est: 155.59M (+3.6%)
|
24.52M
est: 147.51M (-83.4%)
|
176.66M
170.06M – 183.25M
+19.8% YoY
|
199.14M
190.10M – 208.17M
+12.7% YoY
|
239.32M
237.00M – 242.39M
+20.2% YoY
|
| SGA |
105.72M
est: 76.26M (+38.6%)
|
146.73M
est: 109.00M (+34.6%)
|
176.00M
est: 141.87M (+24.1%)
|
214.89M
est: 179.02M (+20.0%)
|
246.19M
est: 170.77M (+44.2%)
|
289.13M
est: 316.23M (-8.6%)
|
337.02M
est: 326.39M (+3.3%)
|
314.68M
est: 369.67M (-14.9%)
|
370.14M
est: 386.11M (-4.1%)
|
375.84M
est: 414.54M (-9.3%)
|
453.95M
453.43M – 454.21M
+9.5% YoY
|
503.15M
497.65M – 510.98M
+10.8% YoY
|
564.75M
564.75M – 564.75M
+12.2% YoY
|
| EPS |
-0.92
est: -0.43 (-113.1%)
|
-0.73
est: -0.10 (-658.4%)
|
-0.52
est: 0.09 (-677.8%)
|
-0.58
est: 0.38 (-253.8%)
|
-0.83
est: 0.62 (-234.9%)
|
-1.97
est: 0.62 (-420.3%)
|
-0.49
est: 0.46 (-207.6%)
|
0.87
est: 1.97 (-55.9%)
|
2.59
est: 2.18 (+18.6%)
|
0.40
est: 2.08 (-80.8%)
|
2.47
2.38 – 2.56
+18.6% YoY
|
2.80
2.66 – 2.91
+13.3% YoY
|
3.34
3.31 – 3.39
+19.5% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-07 | Truist Securities | Hold | Hold | Maintain |
| 2026-05-06 | DA Davidson | Neutral | Neutral | Maintain |
| 2026-04-30 | Morgan Stanley | Overweight | Overweight | Maintain |
| 2026-04-28 | Citizens | Market Outperform | Market Outperform | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B- | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | B- | 2/5 | 5/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | B- | 2/5 | 5/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | B- | 2/5 | 5/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | B- | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-04 | B- | 2/5 | 5/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | B- | 2/5 | 5/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | B- | 2/5 | 5/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | B- | 2/5 | 5/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | B- | 2/5 | 5/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | B- | 2/5 | 5/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | B- | 2/5 | 5/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | B- | 2/5 | 5/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | B- | 2/5 | 5/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | B- | 2/5 | 5/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | B- | 2/5 | 5/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C+ | 2/5 | 4/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | B- | 2/5 | 5/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 9.79%3 | 544.52M | 9.79% | 42.66M | 11.79M | 42.66M | 11.79M | IN | — | 2020-02-14 | ↗ |
| 2 | in Row (9) | 230.73M | 4.15% | 237.7K | 22.84M | 237.7K | 22.84M | IN | — | 2020-02-14 | ↗ |
| 3 | Behdad Eghbali | 5.71M | 9.60% | — | 5.71M | — | 5.71M | HC, IN | Delaware | 2023-02-14 | ↗ |
| 4 | Clearlake Capital Group, L.P. | 5.71M | 9.60% | — | 5.71M | — | 5.71M | IA, PN | Delaware | 2023-02-14 | ↗ |
| 5 | José Enrique Feliciano | 5.71M | 9.60% | — | 5.71M | — | 5.71M | HC, IN | Delaware | 2023-02-14 | ↗ |
| 6 | Abigail P. Johnson | 5.44M | 8.72% | — | — | 5.44M | — | IN | Delaware | 2024-11-12 | ↗ |
| 7 | FMR LLC | 5.44M | 8.72% | 5.43M | — | 5.44M | — | HC | Delaware | 2024-11-12 | ↗ |
| 8 | The Vanguard Group - 23-1945930 | 5.07M | 8.64% | — | 101.8K | 4.92M | 148.9K | IA | Pennsylvania | 2022-02-09 | ↗ |
| 9 | Therese Tucker | 4.90M | 8.50% | 3.72M | 1.18M | 3.72M | 1.18M | IN | — | 2021-02-12 | ↗ |
| 10 | (1) BlackRock, Inc. | 4.12M | 7.00% | 4.06M | — | 4.12M | — | HC | Delaware | 2022-02-03 | ↗ |
| 11 | Virtus Investment Advisers, Inc.04-2453743 | 3.20M | 5.74% | — | 3.20M | — | 3.20M | IA | A California | 2020-02-13 | ↗ |
| 12 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 | 3.14M | 5.36% | 621.9K | 2.44M | 703.0K | 2.44M | IA | A California | 2022-02-11 | ↗ |
| 13 | Virtus Equity Trust, on behalf of Virtus KAR Small Cap Growth Fund | 3.13M | 5.63% | — | 3.13M | — | 3.13M | IV | A California | 2020-02-13 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 7.65M -99.0K (-1.3%) | 422.80M +11.5M (+2.8%) | 12.82% +0.426 pp | 0.01% 0.000 pp | USD55.21 +0.1% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 6.80M -261.9K (-3.7%) | 375.72M +973.6K (+0.3%) | 11.40% +0.100 pp | 0.01% 0.000 pp | USD54.15 +2.1% | 37 qtrs — |
| 3 | CLEARLAKE CAPITAL GROUP, L.P. | 5.71M +— (+0.0%) | 315.83M +12.5M (+4.1%) | 9.58% +0.436 pp | 29.58% +1.241 pp | USD66.25 -16.5% | 15 qtrs — |
| 4 | FIRST MANHATTAN CO. LLC. | 2.43M +340.6K (+16.3%) | 134.28M +23.4M (+21.1%) | 4.07% +0.731 pp | 0.35% +0.060 pp | USD54.12 +2.2% | 5 qtrs — |
| 5 | NEUBERGER BERMAN GROUP LLC | 2.16M +614.8K (+39.9%) | 119.17M +37.4M (+45.7%) | 3.51% +1.043 pp | 0.09% +0.029 pp | USD53.09 +4.1% | 4 qtrs — |
| 6 | ICONIQ CAPITAL, LLC | 2.09M +— (+0.0%) | 115.39M +4.6M (+4.1%) | 3.50% +0.159 pp | 1.74% +0.366 pp | USD103.54 -46.6% | 17 qtrs — |
| 7 | STATE STREET CORP | 2.00M -57.5K (-2.8%) | 110.54M +1.3M (+1.2%) | 3.35% +0.061 pp | 0.00% 0.000 pp | USD57.54 -3.9% | 37 qtrs — |
| 8 | CONESTOGA CAPITAL ADVISORS, LLC | 1.85M -217.8K (-10.5%) | 102.23M -7.5M (-6.8%) | 2.98% -0.327 pp | 1.72% -0.041 pp | USD50.77 +8.9% | 34 qtrs — |
| 9 | WESTWOOD HOLDINGS GROUP INC | 1.52M +133.8K (+9.7%) | 84.03M +10.4M (+14.2%) | 2.55% +0.330 pp | 0.68% +0.158 pp | USD54.60 +1.3% | 5 qtrs — |
| 10 | HAWK RIDGE CAPITAL MANAGEMENT LP | 1.50M -149.2K (-9.1%) | 82.80M -4.6M (-5.3%) | 2.51% -0.124 pp | 3.82% -0.345 pp | USD48.92 +13.0% | 10 qtrs — |
| 11 | NORGES BANK | 1.46M +1.5M (+100.0%) | 80.79M +80.8M (+100.0%) | 2.45% +2.450 pp | 0.01% +0.009 pp | USD55.29 +0.0% | 1 qtrs NEW |
| 12 | MORGAN STANLEY | 1.27M +4.8K (+0.4%) | 70.48M +3.0M (+4.5%) | 2.14% +0.105 pp | 0.00% +0.000 pp | USD63.40 -12.8% | 37 qtrs — |
| 13 | AMERICAN CENTURY COMPANIES INC | 1.27M -13.5K (-1.0%) | 70.37M +2.1M (+3.0%) | 2.13% +0.076 pp | 0.04% +0.001 pp | USD59.05 -6.4% | 10 qtrs — |
| 14 | FMR LLC | 1.27M -379.8K (-23.1%) | 70.10M -17.4M (-19.9%) | 2.13% -0.511 pp | 0.00% -0.001 pp | USD57.02 -3.0% | 32 qtrs — |
| 15 | JPMORGAN CHASE & CO | 1.26M -113.7K (-8.3%) | 69.46M -3.3M (-4.5%) | 2.03% -0.168 pp | 0.00% +0.000 pp | USD70.65 -21.7% | 37 qtrs — |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 1.25M -18.2K (-1.4%) | 68.86M +1.8M (+2.6%) | 2.09% +0.066 pp | 0.00% +0.000 pp | USD58.84 -6.0% | 37 qtrs — |
| 17 | ENGAGED CAPITAL LLC | 1.08M +629.8K (+138.8%) | 59.91M +35.8M (+148.6%) | 1.82% +1.091 pp | 15.28% +9.372 pp | USD54.37 +1.7% | 2 qtrs — |
| 18 | — | 926.0K +926.0K (+100.0%) | 51.20M +51.2M (+100.0%) | 1.55% +1.553 pp | 14.03% +14.032 pp | USD55.29 +0.0% | 1 qtrs NEW |
| 19 | DIMENSIONAL FUND ADVISORS LP | 882.1K +23.9K (+2.8%) | 48.78M +3.2M (+7.0%) | 1.44% +0.063 pp | 0.01% +0.001 pp | USD55.25 +0.1% | 10 qtrs — |
| 20 | BANK OF AMERICA CORP /DE/ | 837.2K -160.9K (-16.1%) | 46.29M -6.7M (-12.7%) | 1.40% -0.194 pp | 0.00% 0.000 pp | USD62.08 -10.9% | 37 qtrs — |
| 21 | GENEVA CAPITAL MANAGEMENT LLC | 825.9K -92.3K (-10.1%) | 45.66M -3.1M (-6.3%) | 1.38% -0.085 pp | 0.86% +0.022 pp | USD55.12 +0.3% | 24 qtrs — |
| 22 | TENSILE CAPITAL MANAGEMENT LP | 790.9K -21.7K (-2.7%) | 43.73M +577.0K (+1.3%) | 1.33% +0.026 pp | 5.66% +0.273 pp | USD54.73 +1.0% | 13 qtrs — |
| 23 | GOLDMAN SACHS GROUP INC | 753.1K +84.5K (+12.6%) | 41.64M +6.1M (+17.3%) | 1.26% +0.193 pp | 0.01% +0.001 pp | USD60.70 -8.9% | 36 qtrs — |
| 24 | SCHWARTZ INVESTMENT COUNSEL INC | 690.0K +— (+0.0%) | 38.15M +1.5M (+4.1%) | 1.11% +0.008 pp | 1.33% +0.104 pp | USD60.35 -8.4% | 12 qtrs — |
| 25 | UBS GROUP AG | 665.4K +208.3K (+45.6%) | 36.79M +12.5M (+51.6%) | 1.12% +0.384 pp | 0.01% +0.002 pp | USD55.34 -0.1% | 37 qtrs — |
| 26 | NORTHERN TRUST CORP | 637.4K -62.1K (-8.9%) | 35.24M -1.9M (-5.1%) | 1.07% -0.051 pp | 0.00% 0.000 pp | USD50.81 +8.8% | 37 qtrs — |
| 27 | SCALAR GAUGE MANAGEMENT, LLC | 527.8K -88.0K (-14.3%) | 29.18M -3.5M (-10.8%) | 0.89% -0.101 pp | 19.25% +2.614 pp | USD54.75 +1.0% | 7 qtrs — |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 482.8K -14.1K (-2.8%) | 26.69M +307.1K (+1.2%) | 0.79% -0.009 pp | 0.00% 0.000 pp | USD56.41 -2.0% | 37 qtrs — |
| 29 | TEACHER RETIREMENT SYSTEM OF TEXAS | 475.7K +467.6K (+5,776.8%) | 26.30M +25.9M (+6,019.1%) | 0.77% +0.754 pp | 0.09% +0.089 pp | USD55.33 -0.1% | 22 qtrs — |
| 30 | BARCLAYS PLC | 472.0K -7.0K (-1.5%) | 26.10M -315.7K (-1.2%) | 0.79% +0.025 pp | 0.01% -0.001 pp | USD70.64 -21.7% | 37 qtrs — |
| 31 | FIRST TRUST ADVISORS LP | 457.2K -56.7K (-11.0%) | 25.28M -2.0M (-7.4%) | 0.77% -0.056 pp | 0.02% -0.002 pp | USD56.27 -1.7% | 32 qtrs — |
| 32 | PALISADE CAPITAL MANAGEMENT, LP | 415.4K -49.2K (-10.6%) | 22.97M -1.7M (-6.9%) | 0.70% -0.047 pp | 0.68% +0.010 pp | USD57.38 -3.6% | 32 qtrs — |
| 33 | BANK OF NEW YORK MELLON CORP | 389.1K -40.5K (-9.4%) | 21.51M -1.3M (-5.7%) | 0.65% -0.035 pp | 0.00% -0.001 pp | USD65.80 -16.0% | 37 qtrs — |
| 34 | BNP PARIBAS ARBITRAGE, SNC | 377.7K +6.1K (+1.6%) | 20.88M +1.2M (+5.8%) | 0.63% +0.039 pp | 0.01% -0.001 pp | USD56.17 -1.6% | 36 qtrs — |
| 35 | RIVERBRIDGE PARTNERS LLC | 372.8K -347.8K (-48.3%) | 20.61M -17.7M (-46.1%) | 0.60% -0.552 pp | 0.39% -0.259 pp | USD54.96 +0.6% | 32 qtrs — |
| 36 | POTRERO CAPITAL RESEARCH LLC | 370.6K +370.6K (+100.0%) | 20.49M +20.5M (+100.0%) | 0.62% +0.621 pp | 6.90% +6.899 pp | USD55.29 +0.0% | 1 qtrs NEW |
| 37 | PORTMAN SQUARE CAPITAL LLP | 346.6K -4.1K (-1.2%) | 19.16M +541.3K (+2.9%) | 0.56% -0.003 pp | 0.85% +0.023 pp | USD51.16 +8.1% | 7 qtrs — |
| 38 | PRINCIPAL FINANCIAL GROUP INC | 325.8K +16.9K (+5.5%) | 18.01M +1.6M (+9.8%) | 0.53% +0.031 pp | 0.01% +0.001 pp | USD62.47 -11.5% | 31 qtrs — |
| 39 | AMERIPRISE FINANCIAL INC | 312.6K -7.9K (-2.5%) | 17.28M +265.3K (+1.6%) | 0.52% +0.011 pp | 0.00% +0.000 pp | USD62.98 -12.2% | 37 qtrs — |
| 40 | PSQUARED ASSET MANAGEMENT AG | 304.6K +304.6K (+100.0%) | 16.84M +16.8M (+100.0%) | 0.50% +0.496 pp | 7.87% +7.873 pp | USD55.29 +0.0% | 1 qtrs NEW |
| 41 | GAGNON SECURITIES LLC | 279.4K +479.0 (+0.2%) | 15.45M +637.3K (+4.3%) | 0.47% +0.022 pp | 3.15% +0.175 pp | USD53.06 +4.2% | 30 qtrs — |
| 42 | ROYAL BANK OF CANADA | 278.4K -20.0K (-6.7%) | 15.39M -452.0K (-2.9%) | 0.47% -0.011 pp | 0.00% 0.000 pp | USD57.38 -3.6% | 37 qtrs — |
| 43 | SELECT EQUITY GROUP, L.P. | 274.5K +7.5K (+2.8%) | 15.18M +1.0M (+7.1%) | 0.46% +0.033 pp | 0.07% +0.007 pp | USD53.89 +2.6% | 5 qtrs — |
| 44 | PRICE T ROWE ASSOCIATES INC /MD/ | 262.8K +1.6K (+0.6%) | 14.53M +660.0K (+4.8%) | 0.44% +0.023 pp | 0.00% +0.000 pp | USD61.86 -10.6% | 27 qtrs — |
| 45 | ANANYM CAPITAL MANAGEMENT, LP | 253.5K -189.0K (-42.7%) | 14.02M -9.5M (-40.4%) | 0.43% -0.283 pp | 5.76% -3.270 pp | USD56.36 -1.9% | 5 qtrs — |
| 46 | JANE STREET GROUP, LLC | 244.8K +82.8K (+51.1%) | 13.54M +4.9M (+57.4%) | 0.41% +0.151 pp | 0.00% +0.001 pp | USD54.18 +2.0% | 27 qtrs — |
| 47 | TOPLINE CAPITAL MANAGEMENT, LLC | 237.2K -332.8K (-58.4%) | 13.11M -17.2M (-56.7%) | 0.40% -0.515 pp | 1.19% -4.017 pp | USD60.76 -9.0% | 5 qtrs — |
| 48 | INVESCO LTD. | 226.6K -2.3K (-1.0%) | 12.53M +375.8K (+3.1%) | 0.38% +0.014 pp | 0.00% +0.000 pp | USD63.00 -12.2% | 32 qtrs — |
| 49 | SEI INVESTMENTS CO | 215.4K +44.5K (+26.0%) | 11.91M +2.8M (+31.2%) | 0.35% +0.077 pp | 0.01% +0.002 pp | USD60.37 -8.4% | 30 qtrs — |
| 50 | MILLENNIUM MANAGEMENT LLC | 209.3K -118.4K (-36.1%) | 11.57M -5.8M (-33.5%) | 0.35% -0.174 pp | 0.00% -0.003 pp | USD53.71 +2.9% | 20 qtrs — |
| 51 | BANK OF MONTREAL /CAN/ | 204.5K +949.0 (+0.5%) | 11.31M +498.2K (+4.6%) | 0.34% +0.017 pp | 0.00% 0.000 pp | USD62.00 -10.8% | 35 qtrs — |
| 52 | RAYMOND JAMES FINANCIAL INC | 199.9K -53.8K (-21.2%) | 11.27M -2.2M (-16.3%) | 0.34% -0.071 pp | 0.00% -0.001 pp | USD60.76 -9.0% | 5 qtrs — |
| 53 | FEDERATED HERMES, INC. | 200.5K +66.0K (+49.0%) | 11.08M +3.9M (+55.2%) | 0.33% +0.111 pp | 0.02% +0.006 pp | USD53.07 +4.2% | 37 qtrs — |
| 54 | WOODLINE PARTNERS LP | 200.4K +200.4K (+100.0%) | 11.08M +11.1M (+100.0%) | 0.34% +0.336 pp | 0.04% +0.043 pp | USD55.29 +0.0% | 1 qtrs NEW |
| 55 | CINCTIVE CAPITAL MANAGEMENT LP | 199.5K +46.7K (+30.5%) | 11.03M +2.9M (+35.9%) | 0.33% +0.090 pp | 0.60% +0.209 pp | USD51.47 +7.4% | 7 qtrs — |
| 56 | HRT FINANCIAL LP | 196.3K +146.3K (+292.5%) | 10.86M +8.2M (+308.7%) | 0.33% +0.249 pp | 0.03% +0.025 pp | USD55.63 -0.6% | 6 qtrs — |
| 57 | SEGALL BRYANT & HAMILL, LLC | 191.0K -147.9K (-43.6%) | 10.56M -7.4M (-41.3%) | 0.32% -0.222 pp | 0.14% -0.097 pp | USD53.34 +3.7% | 5 qtrs — |
| 58 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 172.9K -29.9K (-14.7%) | 9.56M -1.2M (-11.2%) | 0.29% -0.035 pp | 0.03% -0.007 pp | USD58.47 -5.4% | 8 qtrs — |
| 59 | COMERICA BANK | 172.2K -3.3K (-1.9%) | 9.52M +203.7K (+2.2%) | 0.28% -0.003 pp | 0.04% +0.003 pp | USD56.44 -2.0% | 10 qtrs — |
| 60 | NEW YORK STATE COMMON RETIREMENT FUND | 167.8K +— (+0.0%) | 9.28M +367.4K (+4.1%) | 0.28% +0.013 pp | 0.01% +0.001 pp | USD54.19 +2.0% | 36 qtrs — |
| 61 | BARTON INVESTMENT MANAGEMENT | 160.2K -1.6K (-1.0%) | 8.86M +263.3K (+3.1%) | 0.26% -0.001 pp | 0.95% +0.079 pp | USD42.49 +30.1% | 33 qtrs — |
| 62 | NICHOLAS COMPANY, INC. | 141.9K +65.0 (+0.0%) | 7.85M +314.2K (+4.2%) | 0.23% +0.002 pp | 0.14% +0.010 pp | USD53.49 +3.4% | 35 qtrs — |
| 63 | LEGAL & GENERAL GROUP PLC | 130.7K -12.0K (-8.4%) | 7.22M -349.7K (-4.6%) | 0.22% -0.009 pp | 0.00% 0.000 pp | USD68.80 -19.6% | 37 qtrs — |
| 64 | RHUMBLINE ADVISERS | 130.2K -16.3K (-11.1%) | 7.20M -579.7K (-7.5%) | 0.22% -0.016 pp | 0.01% 0.000 pp | USD60.28 -8.3% | 36 qtrs — |
| 65 | GAGNON ADVISORS, LLC | 130.1K +— (+0.0%) | 7.19M +284.8K (+4.1%) | 0.22% +0.010 pp | 4.56% +0.301 pp | USD49.84 +10.9% | 30 qtrs — |
| 66 | RENAISSANCE GROUP LLC | 127.5K -28.0 (0.0%) | 7.05M +277.7K (+4.1%) | 0.21% +0.010 pp | 0.28% +0.028 pp | USD55.51 -0.4% | 11 qtrs — |
| 67 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 124.4K -895.0 (-0.7%) | 6.88M +224.9K (+3.4%) | 0.21% +0.008 pp | 0.07% +0.002 pp | USD58.95 -6.2% | 25 qtrs — |
| 68 | GOVERNORS LANE LP | 118.6K +118.6K (+100.0%) | 6.56M +6.6M (+100.0%) | 0.20% +0.199 pp | 0.39% +0.389 pp | USD55.29 +0.0% | 1 qtrs NEW |
| 69 | NUVEEN, LLC | 116.6K -2.8K (-2.3%) | 6.44M +109.2K (+1.7%) | 0.20% +0.005 pp | 0.00% +0.000 pp | USD48.42 +14.2% | 4 qtrs — |
| 70 | UBS ASSET MANAGEMENT AMERICAS INC | 112.9K -6.0K (-5.0%) | 6.24M -70.3K (-1.1%) | 0.19% -0.001 pp | 0.00% 0.000 pp | USD57.62 -4.0% | 32 qtrs — |
| 71 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 112.0K +106.6K (+1,966.6%) | 6.19M +5.9M (+2,051.8%) | 0.19% +0.179 pp | 0.21% +0.200 pp | USD55.41 -0.2% | 5 qtrs — |
| 72 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 109.7K -14.3K (-11.5%) | 6.06M -489.0K (-7.5%) | 0.18% -0.015 pp | 0.01% +0.001 pp | USD72.08 -23.3% | 35 qtrs — |
| 73 | THRIVENT FINANCIAL FOR LUTHERANS | 107.7K -70.5K (-39.6%) | 5.96M -3.5M (-37.1%) | 0.17% -0.112 pp | 0.01% -0.008 pp | USD51.46 +7.4% | 8 qtrs — |
| 74 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 107.2K -3.4K (-3.1%) | 5.93M +55.5K (+0.9%) | 0.18% +0.003 pp | 0.02% 0.000 pp | USD58.72 -5.8% | 5 qtrs — |
| 75 | SWISS NATIONAL BANK | 103.7K +1.3K (+1.3%) | 5.73M +296.1K (+5.4%) | 0.17% +0.010 pp | 0.00% +0.000 pp | USD58.69 -5.8% | 35 qtrs — |
| 76 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 100.0K -20.0K (-16.7%) | 5.53M -843.0K (-13.2%) | 0.16% -0.031 pp | 0.01% -0.001 pp | USD52.91 +4.5% | 26 qtrs — |
| 77 | WELLS FARGO & COMPANY/MN | 91.9K +21.3K (+30.1%) | 5.08M +1.3M (+35.5%) | 0.15% +0.041 pp | 0.00% +0.000 pp | USD51.75 +6.8% | 37 qtrs — |
| 78 | WESTERLY CAPITAL MANAGEMENT, LLC | 90.0K +90.0K (+100.0%) | 4.98M +5.0M (+100.0%) | 0.15% +0.151 pp | 1.09% +1.093 pp | USD55.29 +0.0% | 1 qtrs NEW |
| 79 | BLAIR WILLIAM & CO/IL | 85.0K +1.9K (+2.2%) | 4.70M +285.1K (+6.5%) | 0.14% +0.010 pp | 0.01% +0.001 pp | USD41.91 +31.9% | 35 qtrs — |
| 80 | GRANITE INVESTMENT PARTNERS, LLC | 80.4K -17.1K (-17.5%) | 4.44M -729.5K (-14.1%) | 0.13% -0.025 pp | 0.26% -0.030 pp | USD55.81 -0.9% | 11 qtrs — |
| 81 | WALLEYE TRADING LLC | 77.6K +58.5K (+306.3%) | 4.29M +3.3M (+323.0%) | 0.13% +0.096 pp | 0.01% +0.005 pp | USD55.45 -0.3% | 3 qtrs — |
| 82 | ENVESTNET ASSET MANAGEMENT INC | 75.7K -67.2K (-47.0%) | 4.19M -3.4M (-44.8%) | 0.13% -0.102 pp | 0.00% -0.001 pp | USD72.18 -23.4% | 35 qtrs — |
| 83 | SOROS FUND MANAGEMENT LLC | 75.0K +75.0K (+100.0%) | 4.15M +4.1M (+100.0%) | 0.12% +0.122 pp | 0.05% +0.048 pp | USD55.29 +0.0% | 1 qtrs NEW |
| 84 | TUDOR INVESTMENT CORP ET AL | 73.3K +73.3K (+100.0%) | 4.05M +4.1M (+100.0%) | 0.12% +0.123 pp | 0.01% +0.008 pp | USD55.29 +0.0% | 1 qtrs NEW |
| 85 | CITADEL ADVISORS LLC | 71.6K -1.9K (-2.6%) | 3.96M +57.2K (+1.5%) | 0.12% +0.003 pp | 0.00% +0.000 pp | USD55.28 +0.0% | 36 qtrs — |
| 86 | READYSTATE ASSET MANAGEMENT LP | 70.2K +70.2K (+100.0%) | 3.88M +3.9M (+100.0%) | 0.12% +0.118 pp | 0.16% +0.158 pp | USD55.29 +0.0% | 3 qtrs — |
| 87 | VERITION FUND MANAGEMENT LLC | 69.1K +44.3K (+179.0%) | 3.82M +2.5M (+190.5%) | 0.11% +0.073 pp | 0.02% +0.010 pp | USD56.46 -2.1% | 5 qtrs — |
| 88 | BULLSEYE ASSET MANAGEMENT LLC | 69.0K +5.0K (+7.8%) | 3.82M +417.0K (+12.3%) | 0.12% +0.013 pp | 2.06% +0.277 pp | USD61.26 -9.7% | 25 qtrs — |
| 89 | ALLIANCEBERNSTEIN L.P. | 65.4K -130.0 (-0.2%) | 3.62M +136.4K (+3.9%) | 0.11% +0.005 pp | 0.00% +0.000 pp | USD80.70 -31.5% | 35 qtrs — |
| 90 | SONE CAPITAL MANAGEMENT, LLC | 64.3K -39.1K (-37.8%) | 3.55M -1.9M (-35.3%) | 0.11% -0.058 pp | 0.29% -0.171 pp | USD56.41 -2.0% | 5 qtrs — |
| 91 | STATE OF WISCONSIN INVESTMENT BOARD | 63.8K -21.4K (-25.2%) | 3.53M -998.8K (-22.1%) | 0.11% -0.029 pp | 0.01% -0.003 pp | USD58.43 -5.4% | 30 qtrs — |
| 92 | FRED ALGER MANAGEMENT, LLC | 63.4K -34.0 (-0.1%) | 3.51M +137.1K (+4.1%) | 0.11% +0.005 pp | 0.01% +0.001 pp | USD67.44 -18.0% | 31 qtrs — |
| 93 | BESSEMER GROUP INC | 58.8K +57.9K (+5,849.5%) | 3.25M +3.2M (+6,037.7%) | 0.09% +0.093 pp | 0.01% +0.005 pp | USD55.20 +0.2% | 15 qtrs — |
| 94 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 50.8K -123.0 (-0.2%) | 2.81M +104.8K (+3.9%) | 0.09% +0.004 pp | 0.00% +0.000 pp | USD51.97 +6.4% | 37 qtrs — |
| 95 | WINTON GROUP LTD | 50.4K -53.9K (-51.7%) | 2.79M -2.7M (-49.7%) | 0.08% -0.082 pp | 0.10% -0.111 pp | USD53.58 +3.2% | 5 qtrs — |
| 96 | CENTIVA CAPITAL, LP | 50.0K +50.0K (+100.0%) | 2.76M +2.8M (+100.0%) | 0.08% +0.081 pp | 0.02% +0.023 pp | USD55.29 +0.0% | 1 qtrs NEW |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | WisdomTree Cloud Computing Fund WCLD | 1.13% | 2.85M | 0.45% |
| 2 | WisdomTree Cloud Computing UCITS ETF WCLD.L | 1.05% | 2.87M | 0.40% |
| 3 | State Street SPDR S&P Software & Services ETF XSW | 0.74% | 3.21M | 0.35% |
| 4 | First Trust Cloud Computing ETF SKYY | 0.62% | 18.09M | 0.60% |
| 5 | Invesco S&P SmallCap Information Technology ETF PSCT | 0.61% | 3.23M | 0.29% |
| 6 | State Street SPDR FactSet Innovative Technology ETF XITK | 0.48% | 351.7K | 0.45% |
| 7 | Research Affiliates Deletions ETF NIXT | 0.43% | 148.1K | 0.09% |
| 8 | First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT | 0.41% | 3.01M | 0.65% |
| 9 | First Trust Cloud Computing UCITS ETF SKYU.L | 0.40% | 1.65M | 0.60% |
| 10 | Pacer US Small Cap Cash Cows Growth Leaders ETF CAFG | 0.37% | 111.8K | 0.59% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-01 | Villanova Patrick | Officer | A-Award | A | Common Stock | 62,930 | 0.00 | — | 134,122 | D | ↗ |
| 2026-04-01 | Van Houten Stuart | Officer | A-Award | A | Common Stock | 47,880 | 0.00 | — | 110,406 | D | ↗ |
| 2026-04-01 | Ung Jeremy | Officer | A-Award | A | Common Stock | 50,610 | 0.00 | — | 139,332 | D | ↗ |
| 2026-04-01 | Stalick Michelle D | Officer | A-Award | A | Common Stock | 16,420 | 0.00 | — | 38,014 | D | ↗ |
| 2026-04-01 | Ryan Owen | Director / Officer | A-Award | A | Common Stock | 150,470 | 0.00 | — | 404,101 | D | ↗ |
| 2026-04-01 | Morgan-Prager Karole | Officer | A-Award | A | Common Stock | 46,510 | 0.00 | — | 165,659 | D | ↗ |
| 2026-04-01 | Duan Jimmy C | Officer | A-Award | A | Common Stock | 41,040 | 0.00 | — | 123,330 | D | ↗ |
| 2026-03-24 | Prichard Megan | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-11 | Prichard Megan | Director | A-Award | A | Common Stock | 922 | 0.00 | — | 922 | D | ↗ |
| 2026-03-11 | Duncan Storm | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-02-20 | Villanova Patrick | Officer | M-Exempt | A | Common Stock | 2,395 | 36.15 | 86.6K | 75,220 | D | ↗ |
| 2026-02-20 | Van Houten Stuart | Officer | M-Exempt | A | Common Stock | 8,979 | 36.15 | 324.6K | 69,979 | D | ↗ |
| 2026-02-20 | Ung Jeremy | Officer | M-Exempt | A | Common Stock | 5,238 | 36.15 | 189.4K | 99,126 | D | ↗ |
| 2026-02-20 | Tucker Therese | Director / Officer | M-Exempt | A | Common Stock | 9,332 | 36.15 | 337.4K | 382,221 | D | ↗ |
| 2026-02-20 | Stalick Michelle D | Officer | M-Exempt | A | Common Stock | 1,347 | 36.15 | 48.7K | 24,436 | D | ↗ |
| 2026-02-20 | Ryan Owen | Director / Officer | M-Exempt | A | Common Stock | 21,761 | 36.15 | 786.7K | 268,877 | D | ↗ |
| 2026-02-20 | Morgan-Prager Karole | Officer | M-Exempt | A | Common Stock | 3,857 | 36.15 | 139.4K | 129,612 | D | ↗ |
| 2026-02-20 | Duan Jimmy C | Officer | M-Exempt | A | Common Stock | 4,489 | 36.15 | 162.3K | 87,880 | D | ↗ |
| 2026-02-19 | Ryan Owen | Director / Officer | G-Gift | D | Common Stock | 225 | 0.00 | — | 247,191 | D | ↗ |
| 2026-02-18 | Tucker Therese | Director / Officer | G-Gift | D | Common Stock | 27,072 | 0.00 | — | 52,444 | I | ↗ |
| 2026-02-18 | Ryan Owen | Director / Officer | G-Gift | D | Common Stock | 150 | 0.00 | — | 247,416 | D | ↗ |
| 2025-11-25 | Ung Jeremy | Officer | A-Award | A | Performance-Based Restricted Stock Units | 1,910 | 0.00 | — | 1,910 | D | ↗ |
| 2025-11-25 | Ryan Owen | Director / Officer | A-Award | A | Performance-Based Restricted Stock Units | 33,330 | 0.00 | — | 33,330 | D | ↗ |
| 2025-11-25 | Morgan-Prager Karole | Officer | A-Award | A | Performance-Based Restricted Stock Units | 2,860 | 0.00 | — | 2,860 | D | ↗ |
| 2025-11-20 | Villanova Patrick | Officer | F-InKind | D | Common Stock | 2,126 | 53.49 | 113.7K | 72,825 | D | ↗ |
| 2025-11-20 | Ung Jeremy | Officer | F-InKind | D | Common Stock | 1,388 | 53.49 | 74.2K | 83,673 | D | ↗ |
| 2025-11-20 | Tucker Therese | Director / Officer | F-InKind | D | Common Stock | 2,012 | 53.49 | 107.6K | 351,128 | D | ↗ |
| 2025-11-20 | Stalick Michelle D | Officer | F-InKind | D | Common Stock | 143 | 53.49 | 7.6K | 23,515 | D | ↗ |
| 2025-11-20 | Ryan Owen | Director / Officer | F-InKind | D | Common Stock | 2,023 | 53.49 | 108.2K | 214,236 | D | ↗ |
| 2025-11-20 | Morgan-Prager Karole | Officer | F-InKind | D | Common Stock | 882 | 53.49 | 47.2K | 122,798 | D | ↗ |
| 2025-11-20 | Duan Jimmy C | Officer | F-InKind | D | Common Stock | 1,190 | 53.49 | 63.7K | 76,272 | D | ↗ |
| 2025-10-27 | Unterman Thomas | Director | S-Sale | D | Common Stock | 910 | 55.00 | 50.1K | 41,835 | I | ↗ |
| 2025-09-22 | Unterman Thomas | Director | S-Sale | D | Common Stock | 910 | 55.00 | 50.1K | 42,745 | I | ↗ |
| 2025-08-28 | Unterman Thomas | Director | S-Sale | D | Common Stock | 910 | 55.00 | 50.1K | 43,655 | I | ↗ |
| 2025-08-22 | Stalick Michelle D | Officer | S-Sale | D | Common Stock | 664 | 54.03 | 35.9K | 23,830 | D | ↗ |
| 2025-08-20 | Villanova Patrick | Officer | F-InKind | D | Common Stock | 299 | 52.23 | 15.6K | 75,730 | D | ↗ |
| 2025-08-20 | Ung Jeremy | Officer | F-InKind | D | Common Stock | 1,388 | 52.23 | 72.5K | 85,061 | D | ↗ |
| 2025-08-20 | Tucker Therese | Director / Officer | F-InKind | D | Common Stock | 2,219 | 52.23 | 115.9K | 357,370 | D | ↗ |
| 2025-08-20 | Stalick Michelle D | Officer | F-InKind | D | Common Stock | 265 | 52.23 | 13.8K | 24,494 | D | ↗ |
| 2025-08-20 | Ryan Owen | Director / Officer | F-InKind | D | Common Stock | 2,027 | 52.23 | 105.9K | 218,489 | D | ↗ |
| 2025-08-20 | Morgan-Prager Karole | Officer | F-InKind | D | Common Stock | 776 | 52.23 | 40.5K | 125,910 | D | ↗ |
| 2025-08-20 | Duan Jimmy C | Officer | F-InKind | D | Common Stock | 1,190 | 52.23 | 62.2K | 77,462 | D | ↗ |
| 2025-08-08 | HENSHALL DAVID J | Director | P-Purchase | A | Common Stock | 10,000 | 48.60 | 486.0K | 16,378 | D | ↗ |
| 2025-07-25 | HUGHES GREGORY | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-21 | Unterman Thomas | Director | S-Sale | D | Common Stock | 885 | 56.70 | 50.2K | 44,565 | I | ↗ |
| 2025-06-20 | Unterman Thomas | Director | S-Sale | D | Common Stock | 910 | 55.23 | 50.3K | 45,450 | I | ↗ |
| 2025-06-13 | Balaji Saranga | Director | A-Award | A | Common Stock | 3,391 | 0.00 | — | 3,391 | D | ↗ |
| 2025-05-28 | Stalick Michelle D | Officer | S-Sale | D | Common Stock | 795 | 55.14 | 43.8K | 25,235 | D | ↗ |
| 2025-05-21 | Woodhams Mark | Officer | S-Sale | D | Common Stock | 1,856 | 54.65 | 101.4K | 61,390 | D | ↗ |
| 2025-05-20 | Woodhams Mark | Officer | F-InKind | D | Common Stock | 803 | 55.43 | 44.5K | 63,246 | D | ↗ |
| 2025-05-20 | Villanova Patrick | Officer | F-InKind | D | Common Stock | 299 | 55.43 | 16.6K | 76,508 | D | ↗ |
| 2025-05-20 | Unterman Thomas | Director | S-Sale | D | Common Stock | 910 | 55.00 | 50.1K | 46,360 | I | ↗ |
| 2025-05-20 | Ung Jeremy | Officer | F-InKind | D | Common Stock | 5,551 | 55.43 | 307.7K | 86,449 | D | ↗ |
| 2025-05-20 | Tucker Therese | Director / Officer | F-InKind | D | Common Stock | 2,012 | 55.43 | 111.5K | 359,589 | D | ↗ |
| 2025-05-20 | Stalick Michelle D | Officer | F-InKind | D | Common Stock | 1,059 | 55.43 | 58.7K | 26,030 | D | ↗ |
| 2025-05-20 | Ryan Owen | Director / Officer | F-InKind | D | Common Stock | 2,234 | 55.43 | 123.8K | 224,778 | D | ↗ |
| 2025-05-20 | Morgan-Prager Karole | Officer | F-InKind | D | Common Stock | 882 | 55.43 | 48.9K | 127,257 | D | ↗ |
| 2025-05-20 | Duan Jimmy C | Officer | F-InKind | D | Common Stock | 3,066 | 55.43 | 169.9K | 78,652 | D | ↗ |
| 2025-05-12 | Unterman Thomas | Director | S-Sale | D | Common Stock | 2,730 | 55.00 | 150.2K | 47,270 | I | ↗ |
| 2025-05-12 | Stalick Michelle D | Officer | S-Sale | D | Common Stock | 400 | 54.96 | 22.0K | 27,565 | D | ↗ |
| 2025-05-08 | Yamamoto Mika | Director | A-Award | A | Common Stock | 3,776 | 0.00 | — | 13,276 | D | ↗ |
| 2025-05-08 | Whye Barbara | Director | A-Award | A | Common Stock | 3,776 | 0.00 | — | 10,553 | D | ↗ |
| 2025-05-08 | Velastegui Sophia | Director | A-Award | A | Common Stock | 3,776 | 0.00 | — | 19,530 | D | ↗ |
| 2025-05-08 | Unterman Thomas | Director | A-Award | A | Common Stock | 3,776 | 0.00 | — | 58,636 | D | ↗ |
| 2025-05-08 | Rios Brunilda | Director | A-Award | A | Common Stock | 3,776 | 0.00 | — | 11,699 | D | ↗ |
| 2025-05-08 | HENSHALL DAVID J | Director | A-Award | A | Common Stock | 3,776 | 0.00 | — | 6,378 | D | ↗ |
| 2025-05-08 | Drummond Camille | Director | A-Award | A | Common Stock | 3,776 | 0.00 | — | 7,315 | D | ↗ |
| 2025-05-08 | Davidson Scott | Director | A-Award | A | Common Stock | 3,776 | 0.00 | — | 4,444 | D | ↗ |
| 2025-05-07 | Drummond Camille | Director | F-InKind | D | Common Stock | 297 | 50.67 | 15.0K | 3,539 | D | ↗ |
| 2025-04-02 | Villanova Patrick | Officer | A-Award | A | Common Stock | 35,580 | 0.00 | — | 76,887 | D | ↗ |
| 2025-04-02 | Van Houten Stuart | Officer | A-Award | A | Common Stock | 61,000 | 0.00 | — | 61,000 | D | ↗ |
| 2025-04-02 | Ung Jeremy | Officer | A-Award | A | Common Stock | 35,580 | 0.00 | — | 92,000 | D | ↗ |
| 2025-04-02 | Tucker Therese | Director / Officer | A-Award | A | Common Stock | 76,250 | 0.00 | — | 363,819 | D | ↗ |
| 2025-04-02 | Stalick Michelle D | Officer | A-Award | A | Common Stock | 9,150 | 0.00 | — | 27,565 | D | ↗ |
| 2025-04-02 | Ryan Owen | Director / Officer | A-Award | A | Common Stock | 76,250 | 0.00 | — | 226,612 | D | ↗ |
| 2025-04-02 | Morgan-Prager Karole | Officer | A-Award | A | Common Stock | 31,520 | 0.00 | — | 129,486 | D | ↗ |
| 2025-04-02 | Duan Jimmy C | Officer | A-Award | A | Common Stock | 30,500 | 0.00 | — | 81,289 | D | ↗ |
| 2025-03-14 | Davidson Scott | Director | A-Award | A | Common Stock | 668 | 0.00 | — | 668 | D | ↗ |
| 2025-03-11 | Tucker Therese | Director / Officer | G-Gift | D | Common Stock | 20,500 | 0.00 | — | 79,678 | I | ↗ |
| 2025-03-01 | Stalick Michelle D | Officer | — | — | Common Stock | 0 | 0.00 | — | 8,060 | D | ↗ |
| 2025-02-21 | Woodhams Mark | Officer | S-Sale | D | Common Stock | 9,088 | 49.67 | 451.4K | 65,414 | D | ↗ |
| 2025-02-20 | Woodhams Mark | Officer | F-InKind | D | Common Stock | 10,863 | 49.32 | 535.8K | 74,502 | D | ↗ |
| 2025-02-20 | Villanova Patrick | Officer | M-Exempt | A | Common Stock | 1,769 | 49.32 | 87.2K | 43,143 | D | ↗ |
| 2025-02-20 | Tucker Therese | Director / Officer | F-InKind | D | Common Stock | 17,176 | 49.32 | 847.1K | 287,569 | D | ↗ |
| 2025-02-20 | Ryan Owen | Director / Officer | F-InKind | D | Common Stock | 17,306 | 49.32 | 853.5K | 150,362 | D | ↗ |
| 2025-02-20 | Partin Mark | Officer | F-InKind | D | Common Stock | 14,538 | 49.32 | 717.0K | 209,454 | D | ↗ |
| 2025-02-20 | Morgan-Prager Karole | Officer | M-Exempt | A | Common Stock | 4,596 | 49.32 | 226.7K | 102,762 | D | ↗ |
| 2025-02-11 | Van Houten Stuart | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-13 | Woodhams Mark | Officer | M-Exempt | A | Common Stock | 456 | 48.65 | 22.2K | 74,378 | D | ↗ |
| 2024-12-12 | Woodhams Mark | Officer | M-Exempt | A | Common Stock | 3,544 | 48.65 | 172.4K | 97,328 | D | ↗ |
| 2024-12-03 | Ryan Owen | Director / Officer | G-Gift | D | Common Stock | 150 | 0.00 | — | 148,731 | D | ↗ |
| 2024-12-02 | Ryan Owen | Director / Officer | G-Gift | D | Common Stock | 150 | 0.00 | — | 148,881 | D | ↗ |
| 2024-11-20 | Woodhams Mark | Officer | F-InKind | D | Common Stock | 10,181 | 58.53 | 595.9K | 85,786 | D | ↗ |
| 2024-11-20 | Villanova Patrick | Officer | F-InKind | D | Common Stock | 4,243 | 58.53 | 248.3K | 41,374 | D | ↗ |
| 2024-11-20 | Tucker Therese | Director / Officer | F-InKind | D | Common Stock | 2,214 | 58.53 | 129.6K | 285,808 | D | ↗ |
| 2024-11-20 | Ryan Owen | Director / Officer | F-InKind | D | Common Stock | 2,234 | 58.53 | 130.8K | 149,031 | D | ↗ |
| 2024-11-20 | Partin Mark | Officer | F-InKind | D | Common Stock | 18,664 | 58.53 | 1.09M | 205,683 | D | ↗ |
| 2024-11-20 | Morgan-Prager Karole | Officer | F-InKind | D | Common Stock | 214 | 58.53 | 12.5K | 113,651 | D | ↗ |
| 2024-11-11 | Yamamoto Mika | Director | S-Sale | D | Common Stock | 200 | 62.10 | 12.4K | 9,500 | D | ↗ |
| 2024-11-08 | Morgan-Prager Karole | Officer | M-Exempt | D | Stock Option (Right to Buy) | 6,351 | 14.00 | 88.9K | 43,830 | D | ↗ |
| 2024-10-18 | Morgan-Prager Karole | Officer | S-Sale | D | Common Stock | 27,079 | 60.06 | 1.63M | 113,865 | D | ↗ |
| 2024-10-09 | Morgan-Prager Karole | Officer | M-Exempt | D | Stock Option (Right to Buy) | 3,927 | 14.00 | 55.0K | 77,260 | D | ↗ |
| 2024-10-08 | Morgan-Prager Karole | Officer | M-Exempt | A | Common Stock | 300 | 14.00 | 4.2K | 114,165 | D | ↗ |
| 2024-10-02 | Morgan-Prager Karole | Officer | M-Exempt | D | Stock Option (Right to Buy) | 5,773 | 14.00 | 80.8K | 81,487 | D | ↗ |
| 2024-10-01 | Morgan-Prager Karole | Officer | M-Exempt | A | Common Stock | 10,000 | 14.00 | 140.0K | 123,865 | D | ↗ |
| 2024-09-30 | Partin Mark | Officer | S-Sale | D | Common Stock | 2,860 | 55.78 | 159.5K | 226,844 | D | ↗ |
| 2024-09-30 | Morgan-Prager Karole | Officer | S-Sale | D | Common Stock | 10,000 | 55.00 | 550.0K | 113,865 | D | ↗ |
| 2024-09-27 | Partin Mark | Officer | M-Exempt | A | Common Stock | 3,033 | 14.00 | 42.5K | 229,877 | D | ↗ |
| 2024-09-23 | HENSHALL DAVID J | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-08-21 | Woodhams Mark | Officer | S-Sale | D | Common Stock | 216 | 51.70 | 11.2K | 98,188 | — | ↗ |
| 2024-08-20 | Woodhams Mark | Officer | F-InKind | D | Common Stock | 705 | 51.59 | 36.4K | 98,969 | — | ↗ |
| 2024-08-20 | Villanova Patrick | Officer | F-InKind | D | Common Stock | 521 | 51.59 | 26.9K | 46,138 | — | ↗ |
| 2024-08-20 | Tucker Therese | Director / Officer | F-InKind | D | Common Stock | 2,214 | 51.59 | 114.2K | 289,523 | — | ↗ |
| 2024-08-20 | Ryan Owen | Director / Officer | F-InKind | D | Common Stock | 2,235 | 51.59 | 115.3K | 151,265 | — | ↗ |
| 2024-08-20 | Partin Mark | Officer | F-InKind | D | Common Stock | 1,034 | 51.59 | 53.3K | 227,951 | — | ↗ |
| 2024-08-20 | Morgan-Prager Karole | Officer | F-InKind | D | Common Stock | 214 | 51.59 | 11.0K | 115,210 | — | ↗ |
| 2024-08-13 | Whye Barbara | Director | S-Sale | D | Common Stock | 5,378 | 52.01 | 279.7K | 6,777 | — | ↗ |
| 2024-08-07 | Morgan-Prager Karole | Officer | M-Exempt | D | Stock Option (Right to Buy) | 10,000 | 14.00 | 140.0K | 107,260 | — | ↗ |
| 2024-06-11 | Ryan Owen | Director / Officer | P-Purchase | A | Common Stock | 7,552 | 46.11 | 348.2K | 153,500 | — | ↗ |
| 2024-06-04 | Partin Mark | Officer | M-Exempt | A | Common Stock | 50,000 | 14.00 | 700.0K | 279,341 | — | ↗ |
| 2024-05-31 | Duan Jimmy C | Officer | P-Purchase | A | Common Stock | 2,000 | 47.73 | 95.5K | 50,360 | — | ↗ |
| 2024-05-24 | Ryan Owen | Director / Officer | P-Purchase | A | Common Stock | 3,000 | 49.88 | 149.7K | 145,948 | — | ↗ |
| 2024-05-21 | Woodhams Mark | Officer | S-Sale | D | Common Stock | 1,893 | 55.43 | 104.9K | 100,584 | — | ↗ |
| 2024-05-20 | Woodhams Mark | Officer | F-InKind | D | Common Stock | 2,205 | 57.88 | 127.6K | 102,477 | — | ↗ |
| 2024-05-20 | Villanova Patrick | Officer | F-InKind | D | Common Stock | 728 | 57.88 | 42.1K | 46,659 | — | ↗ |
| 2024-05-20 | Tucker Therese | Director / Officer | F-InKind | D | Common Stock | 5,841 | 57.88 | 338.1K | 293,238 | — | ↗ |
| 2024-05-20 | Ryan Owen | Director / Officer | F-InKind | D | Common Stock | 2,234 | 57.88 | 129.3K | 142,948 | — | ↗ |
| 2024-05-20 | Partin Mark | Officer | F-InKind | D | Common Stock | 4,163 | 57.88 | 241.0K | 229,341 | — | ↗ |
| 2024-05-20 | Morgan-Prager Karole | Officer | F-InKind | D | Common Stock | 2,149 | 57.88 | 124.4K | 115,424 | — | ↗ |
| 2024-05-09 | Yoran Amit | Director | A-Award | A | Common Stock | 3,390 | 0.00 | — | 7,923 | — | ↗ |
| 2024-05-09 | Yamamoto Mika | Director | A-Award | A | Common Stock | 3,390 | 0.00 | — | 12,720 | — | ↗ |
| 2024-05-09 | Whye Barbara | Director | A-Award | A | Common Stock | 3,390 | 0.00 | — | 12,155 | — | ↗ |
| 2024-05-09 | Wagner William Raymond | Director | A-Award | A | Common Stock | 3,390 | 0.00 | — | 5,681 | — | ↗ |
| 2024-05-09 | Velastegui Sophia | Director | A-Award | A | Common Stock | 3,390 | 0.00 | — | 15,754 | — | ↗ |
| 2024-05-09 | Unterman Thomas | Director | A-Award | A | Common Stock | 3,390 | 0.00 | — | 54,860 | — | ↗ |
| 2024-05-09 | Rios Brunilda | Director | A-Award | A | Common Stock | 3,390 | 0.00 | — | 7,923 | — | ↗ |
| 2024-05-09 | Drummond Camille | Director | A-Award | A | Common Stock | 3,390 | 0.00 | — | 3,836 | — | ↗ |
| 2024-05-08 | Ung Jeremy | Officer | A-Award | A | Common Stock | 56,420 | 0.00 | — | 56,420 | — | ↗ |
| 2024-05-08 | Duan Jimmy C | Officer | A-Award | A | Common Stock | 48,360 | 0.00 | — | 48,360 | — | ↗ |
| 2024-05-08 | Drummond Camille | Director | F-InKind | D | Common Stock | 24 | 59.51 | 1.4K | 446 | — | ↗ |
| 2024-05-06 | Duan Jimmy C | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-01 | Woodhams Mark | Officer | S-Sale | D | Common Stock | 2,877 | 58.00 | 166.9K | 104,682 | — | ↗ |
| 2024-04-15 | Ung Jeremy | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-03-17 | Woodhams Mark | Officer | A-Award | A | Common Stock | 23,840 | 0.00 | — | 107,559 | — | ↗ |
| 2024-03-17 | Villanova Patrick | Officer | A-Award | A | Common Stock | 8,880 | 0.00 | — | 46,909 | — | ↗ |
| 2024-03-17 | Tucker Therese | Director / Officer | A-Award | A | Common Stock | 63,390 | 0.00 | — | 299,079 | — | ↗ |
| 2024-03-17 | Ryan Owen | Director / Officer | A-Award | A | Common Stock | 63,390 | 0.00 | — | 144,635 | — | ↗ |
| 2024-03-17 | Partin Mark | Officer | A-Award | A | Common Stock | 43,100 | 0.00 | — | 233,504 | — | ↗ |
| 2024-03-17 | Morgan-Prager Karole | Officer | A-Award | A | Common Stock | 26,200 | 0.00 | — | 117,573 | — | ↗ |
| 2024-03-15 | Drummond Camille | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-02-29 | THOMPSON KEVIN B | Director | S-Sale | D | Common Stock | 4,500 | 57.50 | 258.8K | 11,000 | — | ↗ |
| 2024-02-21 | Woodhams Mark | Officer | S-Sale | D | Common Stock | 3,208 | 56.15 | 180.1K | 77,901 | — | ↗ |
| 2024-02-20 | Woodhams Mark | Officer | A-Award | A | Common Stock | 6,080 | 0.00 | — | 90,303 | — | ↗ |
| 2024-02-20 | Villanova Patrick | Officer | A-Award | A | Common Stock | 2,132 | 0.00 | — | 39,289 | — | ↗ |
| 2024-02-20 | Tucker Therese | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 12,812 | 57.45 | 736.0K | 244,353 | — | ↗ |
| 2024-02-20 | Ryan Owen | Director / Officer | F-InKind | D | Common Stock | 12,812 | 57.45 | 736.0K | 71,960 | — | ↗ |
| 2024-02-20 | Partin Mark | Officer | F-InKind | D | Common Stock | 12,387 | 57.45 | 711.6K | 178,119 | — | ↗ |
| 2024-02-20 | PRAGER MORGAN KAROLE | Officer | S-Sale | D | Common Stock | 10,007 | 57.45 | 574.9K | 85,841 | — | ↗ |
| 2024-02-20 | Morgan-Prager Karole | Officer | A-Award | A | Common Stock | 6,001 | 0.00 | — | 104,713 | — | ↗ |
| 2024-02-01 | Unterman Thomas | Director | S-Sale | D | Common Stock | 750 | 60.00 | 45.0K | 51,470 | — | ↗ |
| 2024-01-02 | Unterman Thomas | Director | S-Sale | D | Common Stock | 750 | 60.58 | 45.4K | 52,220 | — | ↗ |
| 2023-12-15 | Woodhams Mark | Officer | S-Sale | D | Common Stock | 4,072 | 62.67 | 255.2K | 88,542 | — | ↗ |
| 2023-12-01 | Unterman Thomas | Director | S-Sale | D | Common Stock | 750 | 60.00 | 45.0K | 52,970 | — | ↗ |
| 2023-11-20 | Woodhams Mark | Officer | F-InKind | D | Common Stock | 1,469 | 57.69 | 84.7K | 92,614 | — | ↗ |
| 2023-11-20 | Villanova Patrick | Officer | F-InKind | D | Common Stock | 459 | 57.69 | 26.5K | 38,663 | — | ↗ |
| 2023-11-20 | Tucker Therese | Director / Officer | F-InKind | D | Common Stock | 3,547 | 57.69 | 204.6K | 257,165 | — | ↗ |
| 2023-11-20 | Partin Mark | Officer | F-InKind | D | Common Stock | 2,991 | 57.69 | 172.6K | 190,506 | — | ↗ |
| 2023-11-20 | PRAGER MORGAN KAROLE | Officer | F-InKind | D | Common Stock | 1,347 | 57.69 | 77.7K | 103,186 | — | ↗ |
| 2023-11-08 | Yamamoto Mika | Director | S-Sale | D | Common Stock | 5,000 | 53.77 | 268.9K | 9,330 | — | ↗ |
| 2023-10-02 | Wagner William Raymond | Director | A-Award | A | Common Stock | 2,291 | 0.00 | — | 2,291 | — | ↗ |
| 2023-09-01 | Unterman Thomas | Director | S-Sale | D | Common Stock | 750 | 60.34 | 45.3K | 53,720 | — | ↗ |
| 2023-08-31 | Unterman Thomas | Director | S-Sale | D | Common Stock | 750 | 60.00 | 45.0K | 54,470 | — | ↗ |
| 2023-08-21 | Woodhams Mark | Officer | S-Sale | D | Common Stock | 558 | 52.00 | 29.0K | 94,083 | — | ↗ |
| 2023-08-18 | Woodhams Mark | Officer | F-InKind | D | Common Stock | 1,469 | 52.07 | 76.5K | 94,641 | — | ↗ |
| 2023-08-18 | Villanova Patrick | Officer | F-InKind | D | Common Stock | 459 | 52.07 | 23.9K | 39,122 | — | ↗ |
| 2023-08-18 | Tucker Therese | Director / Officer | F-InKind | D | Common Stock | 3,547 | 52.07 | 184.7K | 260,712 | — | ↗ |
| 2023-08-18 | Partin Mark | Officer | F-InKind | D | Common Stock | 2,991 | 52.07 | 155.7K | 193,497 | — | ↗ |
| 2023-08-18 | PRAGER MORGAN KAROLE | Officer | F-InKind | D | Common Stock | 1,347 | 52.07 | 70.1K | 104,533 | — | ↗ |
| 2023-05-22 | Woodhams Mark | Officer | S-Sale | D | Common Stock | 558 | 53.28 | 29.7K | 96,110 | — | ↗ |
| 2023-05-22 | HIRSCH PETER | Officer | S-Sale | D | Common Stock | 1,397 | 53.28 | 74.4K | 56,055 | — | ↗ |
| 2023-05-19 | Woodhams Mark | Officer | F-InKind | D | Common Stock | 1,469 | 53.59 | 78.7K | 96,668 | — | ↗ |
| 2023-05-19 | Villanova Patrick | Officer | F-InKind | D | Common Stock | 633 | 53.59 | 33.9K | 39,581 | — | ↗ |
| 2023-05-19 | Tucker Therese | Director / Officer | F-InKind | D | Common Stock | 3,548 | 53.59 | 190.1K | 264,259 | — | ↗ |
| 2023-05-19 | Partin Mark | Officer | F-InKind | D | Common Stock | 2,991 | 53.59 | 160.3K | 196,488 | — | ↗ |
| 2023-05-19 | PRAGER MORGAN KAROLE | Officer | F-InKind | D | Common Stock | 1,347 | 53.59 | 72.2K | 105,880 | — | ↗ |
| 2023-05-19 | HIRSCH PETER | Officer | F-InKind | D | Common Stock | 1,379 | 53.59 | 73.9K | 57,452 | — | ↗ |
| 2023-05-10 | Yoran Amit | Director | A-Award | A | Common Stock | 3,387 | 0.00 | — | 4,533 | — | ↗ |
| 2023-05-10 | Yamamoto Mika | Director | A-Award | A | Common Stock | 3,387 | 0.00 | — | 14,330 | — | ↗ |
| 2023-05-10 | Whye Barbara | Director | A-Award | A | Common Stock | 3,387 | 0.00 | — | 8,765 | — | ↗ |
| 2023-05-10 | Velastegui Sophia | Director | A-Award | A | Common Stock | 3,387 | 0.00 | — | 12,364 | — | ↗ |
| 2023-05-10 | Unterman Thomas | Director | A-Award | D | Common Stock | 3,387 | 0.00 | — | 56,720 | — | ↗ |
| 2023-05-10 | THOMPSON KEVIN B | Director | A-Award | A | Common Stock | 3,387 | 0.00 | — | 15,500 | — | ↗ |
| 2023-05-10 | Rios Brunilda | Director | A-Award | A | Common Stock | 3,387 | 0.00 | — | 4,533 | — | ↗ |
| 2023-05-09 | Ryan Owen | Director / Officer | F-InKind | D | Common Stock | 1,820 | 0.00 | — | 84,772 | — | ↗ |
| 2023-05-08 | Ryan Owen | Director / Officer | A-Award | A | Common Stock | 3,000 | 52.80 | 158.4K | 86,592 | — | ↗ |
| 2023-05-01 | Partin Mark | Officer | S-Sale | D | Common Stock | 5,000 | 55.42 | 277.1K | 199,479 | — | ↗ |
| 2023-04-03 | Unterman Thomas | Director | S-Sale | D | Common Stock | 750 | 66.54 | 49.9K | 53,333 | — | ↗ |
| 2023-04-03 | Partin Mark | Officer | M-Exempt | A | Common Stock | 10,000 | 14.00 | 140.0K | 209,479 | — | ↗ |
| 2023-03-07 | Woodhams Mark | Officer | A-Award | A | Common Stock | 20,970 | 0.00 | — | 98,137 | — | ↗ |
| 2023-03-07 | Villanova Patrick | Officer | A-Award | A | Common Stock | 7,690 | 0.00 | — | 39,748 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Owen Ryan CEO | 524.2K | — | 10.60M | — | 473.4K | 14.0K | 11.61M | 91.29% | ↗ |
| 2 | 2025 | Therese Tucker Founder & former Co-CEO | 490.3K | — | 8.68M | — | 420.7K | — | 9.59M | 90.50% | ↗ |
| 3 | 2025 | Stuart Van Houten Chief Commercial Officer | 427.2K | 200.0K | 5.54M | — | 388.0K | 14.0K | 6.56M | 84.32% | ↗ |
| 4 | 2025 | Jeremy Ung Chief Technology Officer | 459.7K | 50.0K | 3.83M | — | 290.3K | 14.0K | 4.64M | 82.46% | ↗ |
| 5 | 2025 | Karole Morgan-Prager Chief Legal and Administrative Officer | 463.5K | 50.0K | 3.65M | — | 250.9K | 148.9K | 4.56M | 79.99% | ↗ |
| 6 | 2025 | Patrick Villanova Chief Financial Officer | 423.8K | — | 3.44M | — | 268.1K | 14.0K | 4.14M | 82.97% | ↗ |
| 7 | 2025 | Mark Partin Former Chief Financial Officer | 77.9K | — | 978.0K | — | — | 14.0K | 1.07M | 91.41% | ↗ |
| 8 | 2024 | Owen Ryan Co-CEO | 496.3K | — | 9.31M | — | 609.8K | 13.8K | 10.43M | 89.26% | ↗ |
| 9 | 2024 | Owen Ryan CEO | 496.3K | — | 9.31M | — | 609.8K | 13.8K | 10.43M | 89.26% | ↗ |
| 10 | 2024 | Therese Tucker Co-CEO | 496.3K | — | 9.31M | — | 609.8K | — | 10.41M | 89.38% | ↗ |
| 11 | 2024 | Therese Tucker Founder & former Co-CEO | 496.3K | — | 9.31M | — | 609.8K | — | 10.41M | 89.38% | ↗ |
| 12 | 2024 | Mark Partin Former Chief Financial Officer | 445.0K | — | 6.72M | — | 403.6K | 13.8K | 7.58M | 88.63% | ↗ |
| 13 | 2024 | Mark Partin Chief Financial Officer | 445.0K | — | 6.72M | — | 403.6K | 13.8K | 7.58M | 88.63% | ↗ |
| 14 | 2024 | Jeremy Ung Chief Technology Officer | 302.4K | 150.0K | 6.24M | — | 260.7K | 13.8K | 6.97M | 89.57% | ↗ |
| 15 | 2024 | Jimmy Duan Chief Customer Officer | 277.9K | 120.0K | 5.35M | — | 239.7K | 13.8K | 6.00M | 89.15% | ↗ |
| 16 | 2024 | Karole Morgan-Prager Chief Legal and Administrative Officer | 432.5K | — | 4.06M | — | 306.4K | 21.5K | 4.82M | 84.24% | ↗ |
| 17 | 2023 | Therese Tucker Founder & former Co-CEO | 468.8K | — | 7.85M | — | 207.1K | — | 8.53M | 92.07% | ↗ |
| 18 | 2023 | Therese Tucker Co-CEO | 468.8K | — | 7.85M | — | 207.1K | — | 8.53M | 92.07% | ↗ |
| 19 | 2023 | Owen Ryan CEO | 398.7K | — | 6.26M | — | 170.8K | 13.2K | 6.84M | 91.48% | ↗ |
| 20 | 2023 | Owen Ryan Co-CEO | 398.7K | — | 6.26M | — | 170.8K | 13.2K | 6.84M | 91.48% | ↗ |
| 21 | 2023 | Mark Partin Former Chief Financial Officer | 425.0K | — | 3.86M | — | 128.5K | 13.2K | 4.43M | 87.20% | ↗ |
| 22 | 2023 | Mark Partin Chief Financial Officer | 425.0K | — | 3.86M | — | 128.5K | 13.2K | 4.43M | 87.20% | ↗ |
| 23 | 2023 | Karole Morgan-Prager Chief Legal and Administrative Officer | 405.0K | — | 2.44M | — | 87.5K | 13.2K | 2.95M | 82.86% | ↗ |
| 24 | 2023 | Mark Woodhams Chief Revenue Officer | 409.0K | — | 2.32M | — | 175.9K | 12.1K | 2.91M | 79.51% | ↗ |
| 25 | 2023 | Marc Huffman Former President and Former Chief Executive Officer | 91.0K | — | — | — | — | 611.7K | 702.7K | 0.00% | ↗ |
| 26 | 2022 | Marc Huffman Former President and Former Chief Executive Officer | 493.8K | — | 20.96M | — | 410.0K | 12.3K | 21.87M | 95.81% | ↗ |
| 27 | 2022 | Mark Partin Chief Financial Officer | 405.0K | — | 7.01M | — | 235.4K | 12.2K | 7.66M | 91.48% | ↗ |
| 28 | 2022 | Therese Tucker Co-CEO | 340.0K | — | 4.94M | — | 211.6K | — | 5.49M | 89.95% | ↗ |
| 29 | 2022 | Therese Tucker Co-CEO and Former Executive Chair | 340.0K | — | 4.94M | — | 211.6K | — | 5.49M | 89.95% | ↗ |
| 30 | 2022 | Karole Morgan-Prager Chief Legal and Administrative Officer | 385.0K | — | 4.37M | — | 159.9K | 32.6K | 4.94M | 88.32% | ↗ |
| 31 | 2022 | Mark Woodhams Chief Revenue Officer | 391.7K | — | 3.89M | — | 328.0K | 12.2K | 4.62M | 84.15% | ↗ |
| 32 | 2021 | Marc Huffman President and Chief Executive Officer | 475.0K | — | 2.50M | 2.51M | 547.5K | 13.7K | 6.05M | 82.86% | ↗ |
| 33 | 2021 | Marc Huffman Former President and Former Chief Executive Officer | 475.0K | — | 2.50M | 2.51M | 547.5K | 13.7K | 6.05M | 82.86% | ↗ |
| 34 | 2021 | Therese Tucker Executive Chair | 328.0K | — | 2.09M | 2.01M | 283.6K | 1.6K | 4.71M | 86.97% | ↗ |
| 35 | 2021 | Therese Tucker Co-CEO and Former Executive Chair | 328.0K | — | 2.09M | 2.01M | 283.6K | 1.6K | 4.71M | 86.97% | ↗ |
| 36 | 2021 | Therese Tucker Co-CEO | 328.0K | — | 2.09M | 2.01M | 283.6K | 1.6K | 4.71M | 86.97% | ↗ |
| 37 | 2021 | Mark Partin Chief Financial Officer | 387.5K | — | 1.25M | 1.25M | 269.7K | 13.9K | 3.18M | 78.87% | ↗ |
| 38 | 2021 | Mark Woodhams Chief Revenue Officer | 380.0K | — | 835.4K | 835.5K | 438.0K | 33.7K | 2.52M | 66.24% | ↗ |
| 39 | 2021 | Karole Morgan-Prager Chief Legal and Administrative Officer | 367.5K | — | 710.4K | 710.1K | 213.2K | 495.4K | 2.50M | 56.90% | ↗ |
| 40 | 2021 | Peter Hirsch Chief Technology Officer | 371.3K | — | 835.4K | 835.5K | 216.1K | 12.6K | 2.27M | 73.58% | ↗ |
| 41 | 2020 | Therese Tucker Executive Chair | 401.3K | — | 3.83M | 3.84M | 366.6K | 1.0K | 8.44M | 90.89% | ↗ |
| 42 | 2020 | Therese Tucker Co-CEO and Former Executive Chair | 401.3K | — | 3.83M | 3.84M | 366.6K | 1.0K | 8.44M | 90.89% | ↗ |
| 43 | 2020 | Mark Partin Chief Financial Officer | 375.6K | — | 3.01M | 3.01M | 203.8K | 12.4K | 6.61M | 91.04% | ↗ |
| 44 | 2020 | Marc Huffman Former President and Former Chief Executive Officer | 374.8K | — | 1.57M | 1.57M | 344.2K | 12.4K | 3.86M | 81.07% | ↗ |
| 45 | 2020 | Marc Huffman President and Chief Executive Officer | 374.8K | — | 1.57M | 1.57M | 344.2K | 12.4K | 3.86M | 81.07% | ↗ |
| 46 | 2020 | Karole Morgan-Prager Chief Legal and Administrative Officer | 357.1K | — | 1.00M | 1.00M | 160.9K | 387.9K | 2.91M | 68.88% | ↗ |
| 47 | 2020 | Peter Hirsch Chief Technology Officer | 354.2K | — | 1.18M | 1.18M | 160.9K | 12.5K | 2.88M | 81.70% | ↗ |
| 48 | 2020 | Pete Hirsch Chief Technology Officer | 354.2K | — | 1.18M | 1.18M | 160.9K | 12.5K | 2.88M | 81.70% | ↗ |
| 49 | 2019 | Therese Tucker Chief Executive Officer | 380.0K | — | 2.30M | 19.20M | 422.8K | 247.8K | 22.55M | 95.34% | ↗ |
| 50 | 2019 | Therese Tucker Executive Chair | 380.0K | — | 2.30M | 19.20M | 422.8K | 247.8K | 5.64M | 381.37% | ↗ |
| 51 | 2019 | Mark Partin Chief Financial Officer | 365.0K | — | 1.50M | 1.50M | 243.7K | 29.0K | 3.64M | 82.48% | ↗ |
| 52 | 2019 | Marc Huffman President and Chief Operating Officer | 350.0K | — | 1.28M | 1.28M | 389.4K | 11.2K | 3.31M | 77.31% | ↗ |
| 53 | 2019 | Marc Huffman President and Chief Executive Officer | 350.0K | — | 1.28M | 1.28M | 389.4K | 11.2K | 3.31M | 77.31% | ↗ |
| 54 | 2019 | Karole Morgan-Prager Chief Legal and Administrative Officer | 348.3K | 35.0K | 592.6K | 590.3K | 194.7K | 294.4K | 2.06M | 57.55% | ↗ |
| 55 | 2018 | Marc Huffman President and Chief Operating Officer | 310.3K | — | 6.63M | 3.19M | 268.6K | 10.7K | 10.40M | 94.33% | ↗ |
| 56 | 2018 | Marc Huffman Chief Operating Officer | 310.3K | — | 6.63M | 3.19M | 268.6K | 10.7K | 10.40M | 94.33% | ↗ |
| 57 | 2018 | Marc Huffman President and Chief Executive Officer | 310.3K | — | 6.63M | 3.19M | 268.6K | 10.7K | 10.40M | 94.33% | ↗ |
| 58 | 2018 | Therese Tucker Chief Executive Officer | 380.0K | — | 2.03M | 2.01M | 330.6K | — | 4.75M | 85.04% | ↗ |
| 59 | 2018 | Therese Tucker Executive Chair | 380.0K | — | 2.03M | 2.01M | 330.6K | — | 4.75M | 85.04% | ↗ |
| 60 | 2018 | Mark Partin Chief Financial Officer | 365.0K | — | 1.21M | 1.20M | 158.8K | 11.0K | 2.95M | 81.85% | ↗ |
| 61 | 2018 | Chris Murphy Former Chief Revenue Officer | 175.0K | — | 838.1K | 830.3K | 140.0K | 222.3K | 2.21M | 75.64% | ↗ |
| 62 | 2018 | Karole Morgan-Prager Chief Legal and Administrative Officer | 340.0K | 35.0K | 603.6K | 598.3K | 118.3K | 152.8K | 1.85M | 65.04% | ↗ |
| 63 | 2017 | Therese Tucker Chief Executive Officer | 375.0K | — | — | — | 187.5K | — | 562.5K | 0.00% | ↗ |
| 64 | 2017 | Mark Partin Chief Financial Officer | 350.8K | — | — | — | 87.7K | 10.8K | 449.3K | 0.00% | ↗ |
| 65 | 2017 | Chris Murphy Chief Revenue Officer | 350.0K | — | — | — | 87.5K | 10.8K | 448.3K | 0.00% | ↗ |
| 66 | 2017 | Chris Murphy Former Chief Revenue Officer | 350.0K | — | — | — | 87.5K | 10.8K | 448.3K | 0.00% | ↗ |
| 67 | 2017 | Karole Morgan-Prager Chief Legal and Administrative Officer | 340.0K | 25.0K | — | — | 68.0K | 10.8K | 443.8K | 0.00% | ↗ |
| 68 | 2016 | Karole Morgan-Prager Chief Legal and Administrative Officer | 318.1K | — | — | 1.43M | 91.7K | 11.0K | 1.85M | 77.26% | ↗ |
| 69 | 2016 | Therese Tucker Chief Executive Officer | 336.6K | — | — | 635.4K | 235.9K | 769.00 | 1.21M | 52.57% | ↗ |
| 70 | 2016 | Chris Murphy Former Chief Revenue Officer | 320.2K | — | — | 317.7K | 235.9K | 10.9K | 884.7K | 35.91% | ↗ |
| 71 | 2016 | Chris Murphy Chief Revenue Officer | 320.2K | — | — | 317.7K | 235.9K | 10.9K | 884.7K | 35.91% | ↗ |
| 72 | 2015 | Karole Morgan-Prager Chief Legal and Administrative Officer | 179.1K | 50.0K | — | 1.42M | 70.0K | 9.9K | 1.73M | 82.17% | ↗ |
| 73 | 2015 | Therese Tucker Chief Executive Officer | 322.5K | — | — | — | 325.0K | 175.00 | 647.7K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Stuart Van Houten | Chief Commercial Officer | 1M | male |
| Owen Ryan | Chairman & Chief Executive Officer | 1M | male |
| Karole Morgan-Prager | Chief Legal & Administrative Officer and Secretary | 913.3K | female |
| Therese Tucker | Founder & Executive Director | 911.0K | female |
| Jeremy Ung | Chief Technology Officer | 814.0K | male |
| Patrick Villanova | Chief Financial Officer | 790.6K | male |
| Jimmy C. Duan | Chief Customer Officer | 651.4K | — |
| Sumit Johar | Chief Information Officer | — | male |
| Tammy Coley | Chief Transformation Officer | — | female |
| Matt Humphries | Vice President of Investor Relations | — | male |
| Emily Campbell | Chief Marketing Officer | — | female |
| Jill Knesek | Chief Information Security Officer | — | female |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-08-13 | 2025-09-15 | Lisa McClain | MI09 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2021-02-17 | 2021-03-06 | Tom Malinowski | NJ07 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2021-02-12 | 2021-07-09 | Tom Malinowski | NJ07 | — | Sale (Full) | $15,001 - $50,000 | ↗ |
| 2021-01-13 | 2021-07-09 | Tom Malinowski | NJ07 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2019-07-02 | 2021-07-09 | Tom Malinowski | NJ07 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2018-11-30 | 2018-12-29 | Greg Gianforte | MT00 | Joint | Purchase | $100,001 - $250,000 | ↗ |
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Community Opinion for BL
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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