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BRC Inc. (BRCC)

USD1.20 +0.03 (+2.14%)
US NYSE Consumer Defensive Packaged Foods
Address 1144 South 500 West 84101
Salt Lake City, UT, US
CEO Christopher Mondzelewski
IPO 2022-02-10
CIK 1891101 ISIN US05601U1051

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Description

BRC Inc., operating through its subsidiaries, focuses on sourcing, roasting, and distributing coffee, along with coffee accessories and branded apparel. The company also extends its activities to media production, including podcasts and both digital and print journals, and offers various coffee brewing equipment as well as outdoor and lifestyle gear. A core mission of BRC Inc. is to support active military members, veterans, and first responders. Consumers can purchase their products through a wide array of retail outlets, such as convenience, grocery, drug, and mass merchandise stores, as well as outdoor, DIY, and lifestyle retailers. Their offerings are also available at company-owned and franchised Black Rifle Coffee retail shops, in addition to their e-commerce platform. BRC Inc. was founded in 2014 and is headquartered in Salt Lake City, Utah.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
SilverBox Engaged Merger Corp I SBEAU 2021-11-10 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD1.20 +0.03 (+2.14%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
1.25
Float Shares
71.87M
Free Float %
61.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.00% +4.03% +59.87% +84.29% -0.77% +16.22% -27.12% -74.40% -86.89% -86.88% -86.88%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (11 ratings, all time) Hold
Price Targets & DCF
Current price
1.20
Low 2.50 +109.2%
Consensus 2.50 +109.2%
Median 2.50 +109.2%
High 2.50 +109.2%
DCF (Unlevered) 0.09 -92.2%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
2.50
+109.2%
All Time 12
6.71
+461.5%
Quality scores
Altman Z-Score
2.57
Grey zone
Piotroski F-Score
5 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Packaged Foods: +4.4%
    +1.7% Q1'26: +21.4% (vs Q1'25)
  • EPS growth Packaged Foods: +14.6%
    -213.3% Q1'26: +100.3% (vs Q1'25)
  • FCF margin FCF growth · Packaged Foods: +15.9%
    -8.2% Q1'26: +5.6% (vs Q1'25)
  • EBIT margin Packaged Foods: +7.9%
    -6.2% Q1'26: +1.2% (vs Q1'25)
  • ROIC Packaged Foods: +7.0%
    -26.3% Q1'26: +3.5% (vs Q1'25)
  • Share dilution Packaged Foods: +0.0%
    +33.9% Q1'26: +47.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Packaged Foods: 0.19×
    -2.40× Q1'26: 2.06× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.03) × ERP
WACC = 81% × Ke + 19% × Kd (25.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 0.09 Current price: 1.20
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
233.10M
est: 229.95M (+1.4%)
301.31M
est: 300.58M (+0.2%)
395.62M
est: 407.60M (-2.9%)
391.49M
est: 391.82M (-0.1%)
398.26M
est: 395.35M (+0.7%)
430.85M
429.08M – 432.62M
+9.0% YoY
468.30M
466.38M – 470.22M
+8.7% YoY
542.00M
539.77M – 544.23M
+15.7% YoY
596.20M
593.75M – 598.65M
+10.0% YoY
655.80M
653.11M – 658.49M
+10.0% YoY
EBITDA
-9.48M
est: -13.05M (+27.3%)
-64.11M
est: -17.05M (-276.0%)
-42.94M
est: 36.23M (-218.5%)
13.91M
est: 34.83M (-60.1%)
-12.40M
est: 35.14M (-135.3%)
38.30M
38.14M – 38.46M
+9.0% YoY
41.63M
41.46M – 41.80M
+8.7% YoY
48.18M
47.98M – 48.38M
+15.7% YoY
53.00M
52.78M – 53.21M
+10.0% YoY
58.29M
58.06M – 58.53M
+10.0% YoY
EBIT
-11.58M
est: -16.39M (+29.3%)
-67.76M
est: -21.42M (-216.3%)
-50.20M
est: 14.01M (-458.2%)
3.85M
est: 13.47M (-71.4%)
-24.60M
est: 13.59M (-281.0%)
14.81M
14.75M – 14.87M
+9.0% YoY
16.10M
16.03M – 16.17M
+8.7% YoY
18.63M
18.56M – 18.71M
+15.7% YoY
20.50M
20.41M – 20.58M
+10.0% YoY
22.55M
22.45M – 22.64M
+10.0% YoY
Net Income
-13.85M
est: -4.96M (-179.2%)
-82.91M
est: -76.42M (-8.5%)
-16.75M
est: -11.16M (-50.0%)
-2.95M
est: -595.0K (-396.1%)
-11.91M
est: -9.52M (-25.1%)
-476.0K
-478.6K – -473.5K
+95.0% YoY
2.86M
2.84M – 2.87M
+700.0% YoY
7.62M
7.58M – 7.66M
+166.7% YoY
13.33M
13.26M – 13.40M
+75.0% YoY
17.14M
17.05M – 17.23M
+28.6% YoY
SGA
101.27M
est: 100.97M (+0.3%)
166.94M
est: 131.98M (+26.5%)
173.46M
est: 166.55M (+4.1%)
148.87M
est: 160.11M (-7.0%)
93.95M
est: 161.55M (-41.8%)
176.05M
175.33M – 176.78M
+9.0% YoY
191.36M
190.57M – 192.14M
+8.7% YoY
221.47M
220.56M – 222.38M
+15.7% YoY
243.62M
242.62M – 244.62M
+10.0% YoY
267.97M
266.87M – 269.07M
+10.0% YoY
EPS
-0.10
est: -0.07 (-40.0%)
-6.60
est: -1.08 (-513.3%)
-0.27
est: -0.12 (-130.3%)
-0.04
est: -0.01 (-730.0%)
-0.13
est: -0.10 (-30.0%)
-0.01
-0.01 – 0.00
+95.0% YoY
0.03
0.03 – 0.03
+700.0% YoY
0.08
0.08 – 0.08
+166.7% YoY
0.14
0.14 – 0.14
+75.0% YoY
0.18
0.18 – 0.18
+28.6% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-05 DA Davidson Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-08 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-07 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-06 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-05 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-04 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-01 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-30 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-29 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-28 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-27 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-24 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-23 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-22 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-21 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
4.74M
OE per share TTM
0.05
Owner's Yield
1.17%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
19.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
36
Total invested
461.5K
Insider transactions (90d)
1
Beneficial owners (>5%)
14
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Evan Hafer 137.79M 80.40% 103.37M 34.42M 103.37M 34.42M IN USA 2023-02-14
2 EKNRH Holdings LLC 34.42M 20.02% 34.42M 34.42M OO USA 2023-02-14
3 Best 29.18M 34.85% 29.18M 29.18M IN USA 2023-02-14
4 Marianne Hellauer 26.65M 30.91% 26.65M 26.65M IN USA 2023-02-14
5 Engaged Capital Holdings, LLC 16.03M 36.40% 16.03M OO 2022-02-22
6 Engaged Capital, LLC 16.03M 36.40% 16.03M OO 2022-02-22
7 Glenn W. Welling 16.03M 36.40% 16.03M IN 2022-02-22
8 John Miller 14.74M 21.43% 14.74M 14.74M IN USA 2023-02-14
9 Engaged Capital Flagship Fund, LP 10.50M 23.90% 10.50M PN 2022-02-22
10 Engaged Capital Flagship Fund, Ltd. 10.50M 23.90% 10.50M CO 2022-02-22
11 Engaged Capital Flagship Master Fund, LP 10.50M 23.90% 10.50M PN 2022-02-22
12 Thomas E Davin 8.71M 13.76% 8.71M 8.71M IN USA 2023-02-14
13 Engaged Capital Co-Invest XIII, LP 5.03M 11.40% 5.03M PN 2022-02-22
14 The Vanguard Group - 23-1945930 3.62M 6.63% 47.6K 3.55M 70.6K IA Pennsylvania 2023-02-09

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
36
-94 vs prev Q
New positions
9
Closed positions
101
Increased
15
Reduced
7
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 ENGAGED CAPITAL LLC 13.94M +— (+0.0%) 15.47M -6.3M (-28.8%) 17.61% +0.000 pp 3.95% -1.387 pp USD17.00 -93.5% 16 qtrs
2 ALYESKA INVESTMENT GROUP, L.P. 9.62M -772.8K (-7.4%) 10.67M -5.5M (-34.1%) 12.15% -0.976 pp 0.03% -0.019 pp USD1.56 -28.8% 2 qtrs
3 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 7.86M +16.6K (+0.2%) 8.73M -3.5M (-28.7%) 9.93% +0.021 pp 0.01% -0.002 pp USD1.56 -28.8% 2 qtrs
4 BLACKROCK, INC. 5.87M +211.2K (+3.7%) 6.52M -2.3M (-26.2%) 7.42% +0.267 pp 0.00% +0.000 pp USD2.55 -56.5% 6 qtrs
5 VANGUARD GROUP INC 4.20M +44.9K (+1.1%) 4.66M -1.8M (-28.1%) 5.30% +0.057 pp 0.00% +0.000 pp USD5.48 -79.7% 16 qtrs
6 CRESSET ASSET MANAGEMENT, LLC 3.96M -338.4K (-7.9%) 4.39M -2.3M (-34.4%) 5.00% -0.428 pp 0.02% -0.010 pp USD3.91 -71.6% 13 qtrs
7 QVIDTVM MANAGEMENT LLC 3.40M +60.0K (+1.8%) 3.77M -1.4M (-27.6%) 4.30% +0.076 pp 4.27% -1.338 pp USD4.42 -74.9% 12 qtrs
8 NANTAHALA CAPITAL MANAGEMENT, LLC 2.63M +— (+0.0%) 2.92M -1.2M (-28.8%) 3.32% +0.000 pp 0.10% -0.046 pp USD1.56 -28.8% 2 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 2.23M +151.4K (+7.3%) 2.48M -768.8K (-23.7%) 2.82% +0.191 pp 0.00% 0.000 pp USD5.05 -78.0% 16 qtrs
10 MILLENNIUM MANAGEMENT LLC 1.34M -561.7K (-29.6%) 1.49M -1.5M (-49.9%) 1.69% -0.710 pp 0.00% -0.001 pp USD2.52 -56.0% 10 qtrs
11 STATE STREET CORP 1.18M +66.5K (+5.9%) 1.32M -429.5K (-24.6%) 1.50% +0.084 pp 0.00% +0.000 pp USD6.33 -82.5% 16 qtrs
12 GOLDMAN SACHS GROUP INC 878.8K -17.5K (-2.0%) 975.5K -422.8K (-30.2%) 1.11% -0.022 pp 0.00% 0.000 pp USD2.51 -55.8% 16 qtrs
13 UBS GROUP AG 870.8K +158.7K (+22.3%) 966.6K -144.3K (-13.0%) 1.10% +0.201 pp 0.00% +0.000 pp USD2.40 -53.8% 16 qtrs
14 SILVER ROCK FINANCIAL LP 860.0K +— (+0.0%) 954.6K -387.0K (-28.8%) 1.09% +0.000 pp 1.71% -0.228 pp USD7.73 -85.6% 14 qtrs
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 775.9K +988.0 (+0.1%) 861.3K -347.6K (-28.8%) 0.98% +0.001 pp 0.00% 0.000 pp USD5.87 -81.1% 16 qtrs
16 NORTHERN TRUST CORP 689.9K -60.6K (-8.1%) 765.7K -405.0K (-34.6%) 0.87% -0.077 pp 0.00% 0.000 pp USD4.24 -73.8% 15 qtrs
17 D. E. SHAW & CO., INC. 610.3K -67.1K (-9.9%) 677.4K -379.3K (-35.9%) 0.77% -0.085 pp 0.00% 0.000 pp USD2.64 -58.0% 8 qtrs
18 ADVISOR GROUP HOLDINGS, INC. 570.2K -8.6K (-1.5%) 632.9K -268.9K (-29.8%) 0.72% -0.011 pp 0.00% 0.000 pp USD1.86 -40.3% 16 qtrs
19 ZAZOVE ASSOCIATES LLC 539.5K +291.4K (+117.5%) 598.8K +211.9K (+54.8%) 0.68% +0.368 pp 0.05% +0.017 pp USD1.61 -31.1% 6 qtrs
20 MORGAN STANLEY 388.1K -171.1K (-30.6%) 430.8K -441.6K (-50.6%) 0.49% -0.216 pp 0.00% +0.000 pp USD2.14 -48.1% 16 qtrs
21 TUDOR INVESTMENT CORP ET AL 346.0K +— (+0.0%) 384.1K -155.7K (-28.8%) 0.44% +0.000 pp 0.00% 0.000 pp USD2.37 -53.2% 6 qtrs
22 NUVEEN, LLC 294.1K +— (+0.0%) 326.4K -132.3K (-28.8%) 0.37% +0.000 pp 0.00% +0.000 pp USD1.68 -33.9% 4 qtrs
23 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 292.5K +292.5K (+100.0%) 324.6K +324.6K (+100.0%) 0.37% +0.370 pp 0.03% +0.030 pp USD1.11 +0.0% 1 qtrs NEW
24 TD ASSET MANAGEMENT INC 267.1K +— (+0.0%) 296.5K -120.2K (-28.8%) 0.34% +0.000 pp 0.00% 0.000 pp USD1.56 -28.8% 2 qtrs
25 CERITY PARTNERS LLC 252.2K -13.6K (-5.1%) 280.0K -134.8K (-32.5%) 0.32% -0.017 pp 0.00% 0.000 pp USD2.05 -45.9% 4 qtrs
26 BANK OF NEW YORK MELLON CORP 212.9K +47.9K (+29.0%) 236.3K -21.1K (-8.2%) 0.27% +0.061 pp 0.00% +0.000 pp USD3.97 -72.0% 15 qtrs
27 STIFEL FINANCIAL CORP 209.2K +193.0K (+1,197.5%) 232.2K +207.0K (+823.2%) 0.26% +0.244 pp 0.00% +0.000 pp USD1.31 -15.3% 16 qtrs
28 CITADEL ADVISORS LLC 172.6K +172.6K (+100.0%) 191.6K +191.6K (+100.0%) 0.22% +0.218 pp 0.00% +0.000 pp USD1.11 +0.0% 12 qtrs
29 BARCLAYS PLC 144.5K +69.5K (+92.7%) 160.4K -96.0K (-37.4%) 0.18% +0.088 pp 0.00% +0.000 pp USD1.81 -38.7% 15 qtrs
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 134.0K +5.6K (+4.4%) 148.7K -51.6K (-25.7%) 0.17% +0.007 pp 0.00% +0.000 pp USD2.59 -57.1% 15 qtrs
31 AQR CAPITAL MANAGEMENT LLC 133.4K -101.9K (-43.3%) 148.0K -219.0K (-59.7%) 0.17% -0.129 pp 0.00% 0.000 pp USD1.71 -35.1% 6 qtrs
32 BRIDGEWAY CAPITAL MANAGEMENT, LLC 131.5K +131.5K (+100.0%) 146.0K +146.0K (+100.0%) 0.17% +0.166 pp 0.00% +0.003 pp USD1.11 +0.0% 1 qtrs NEW
33 BANK OF AMERICA CORP /DE/ 130.3K -258.3K (-66.5%) 144.6K -461.5K (-76.1%) 0.16% -0.326 pp 0.00% +0.000 pp USD2.16 -48.6% 16 qtrs
34 RHUMBLINE ADVISERS 114.6K +7.2K (+6.7%) 127.3K -40.4K (-24.1%) 0.14% +0.009 pp 0.00% +0.000 pp USD3.10 -64.2% 15 qtrs
35 LPL FINANCIAL LLC 110.2K -30.5K (-21.7%) 122.4K -97.3K (-44.3%) 0.14% -0.039 pp 0.00% +0.000 pp USD4.21 -73.6% 15 qtrs
36 ALLIANCEBERNSTEIN L.P. 107.9K +— (+0.0%) 119.8K -48.6K (-28.8%) 0.14% +0.000 pp 0.00% +0.000 pp USD4.82 -77.0% 14 qtrs
37 WELLS FARGO & COMPANY/MN 104.6K +35.3K (+50.8%) 116.2K +7.9K (+7.3%) 0.13% +0.045 pp 0.00% +0.000 pp USD3.17 -65.0% 16 qtrs
38 DEUTSCHE BANK AG\ 72.3K +71.5K (+9,057.7%) 80.2K +79.0K (+6,415.2%) 0.09% +0.090 pp 0.00% +0.000 pp USD1.16 -4.3% 15 qtrs
39 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 69.5K -4.5K (-6.0%) 77.0K -38.0K (-33.0%) 0.09% -0.006 pp 0.00% 0.000 pp USD4.81 -76.9% 15 qtrs
40 CI PRIVATE WEALTH, LLC 59.1K +34.4K (+139.5%) 65.6K +27.1K (+70.4%) 0.07% +0.044 pp 0.00% +0.000 pp USD1.30 -14.6% 2 qtrs
41 HIGHTOWER ADVISORS, LLC 58.7K +— (+0.0%) 65.2K -26.4K (-28.8%) 0.07% +0.000 pp 0.00% +0.000 pp USD2.45 -54.7% 12 qtrs
42 PRICE T ROWE ASSOCIATES INC /MD/ 54.7K +— (+0.0%) 61.0K -25.0K (-29.1%) 0.07% +0.000 pp 0.00% +0.000 pp USD2.60 -57.3% 9 qtrs
43 JANE STREET GROUP, LLC 51.0K +38.9K (+321.2%) 56.6K +37.7K (+199.7%) 0.06% +0.049 pp 0.00% +0.000 pp USD1.22 -9.0% 9 qtrs
44 MERCER GLOBAL ADVISORS INC /ADV 50.7K +98.0 (+0.2%) 56.0K -23.0K (-29.1%) 0.06% +0.000 pp 0.00% +0.000 pp USD2.31 -51.9% 5 qtrs
45 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 42.9K -2.0K (-4.4%) 47.7K -22.4K (-32.0%) 0.05% -0.003 pp 0.00% +0.000 pp USD3.98 -72.1% 7 qtrs
46 KESTRA ADVISORY SERVICES, LLC 42.3K +42.3K (+100.0%) 47.0K +47.0K (+100.0%) 0.05% +0.054 pp 0.00% +0.000 pp USD1.11 +0.0% 1 qtrs NEW
47 ARISTIDES CAPITAL LLC 41.9K +1.9K (+4.7%) 46.5K -15.9K (-25.5%) 0.05% +0.002 pp 0.01% -0.001 pp USD1.54 -27.9% 2 qtrs
48 INTECH INVESTMENT MANAGEMENT LLC 39.4K +8.0K (+25.3%) 43.7K -5.3K (-10.8%) 0.05% +0.010 pp 0.00% +0.000 pp USD2.47 -55.1% 6 qtrs
49 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 38.8K +28.3K (+270.6%) 43.1K +26.7K (+163.7%) 0.05% +0.036 pp 0.00% +0.000 pp USD1.67 -33.5% 5 qtrs
50 JPMORGAN CHASE & CO 36.9K -2.0K (-5.2%) 41.0K -19.8K (-32.5%) 0.05% -0.003 pp 0.00% +0.000 pp USD5.34 -79.2% 16 qtrs
51 RAYMOND JAMES FINANCIAL INC 34.0K +1.9K (+5.9%) 37.8K -12.3K (-24.6%) 0.04% +0.002 pp 0.00% +0.000 pp USD2.78 -60.1% 5 qtrs
52 BANK OF MONTREAL /CAN/ 31.1K +1.1K (+3.8%) 34.6K -12.2K (-26.2%) 0.04% +0.001 pp 0.00% +0.000 pp USD3.10 -64.2% 7 qtrs
53 INVESCO LTD. 30.1K +14.8K (+96.1%) 33.5K +9.5K (+39.5%) 0.04% +0.019 pp 0.00% +0.000 pp USD3.04 -63.5% 7 qtrs
54 MANUFACTURERS LIFE INSURANCE COMPANY, THE 30.1K +622.0 (+2.1%) 33.4K -12.6K (-27.3%) 0.04% +0.001 pp 0.00% +0.000 pp USD1.55 -28.4% 15 qtrs
55 VERITION FUND MANAGEMENT LLC 29.9K +— (+0.0%) 33.2K -13.5K (-28.8%) 0.04% +0.000 pp 0.00% 0.000 pp USD2.88 -61.5% 7 qtrs
56 KESTRA PRIVATE WEALTH SERVICES, LLC 23.1K +23.1K (+100.0%) 25.6K +25.6K (+100.0%) 0.03% +0.029 pp 0.00% +0.000 pp USD1.11 +0.0% 1 qtrs NEW
57 CREATIVE PLANNING 23.0K -99.1K (-81.2%) 25.5K -164.9K (-86.6%) 0.03% -0.125 pp 0.00% 0.000 pp USD3.01 -63.1% 6 qtrs
58 SMITH THORNTON ADVISORS LLC 21.4K -5.0 (0.0%) 23.8K -9.6K (-28.9%) 0.03% +0.000 pp 0.01% -0.005 pp USD3.15 -64.8% 6 qtrs
59 VIDENT ADVISORY, LLC 20.9K -591.0 (-2.7%) 23.3K -10.3K (-30.8%) 0.03% -0.001 pp 0.00% 0.000 pp USD3.74 -70.3% 10 qtrs
60 SG AMERICAS SECURITIES, LLC 20.6K +20.6K (+100.0%) 23.0K +23.0K (+100.0%) 0.03% +0.026 pp 0.00% +0.000 pp USD1.11 +0.0% 1 qtrs NEW
61 BNP PARIBAS ARBITRAGE, SNC 20.3K -6.7K (-24.8%) 22.5K -19.6K (-46.5%) 0.03% -0.009 pp 0.00% +0.000 pp USD1.72 -35.5% 5 qtrs
62 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 18.0K +18.0K (+100.0%) 20.0K +20.0K (+100.0%) 0.02% +0.023 pp 0.00% +0.005 pp USD1.11 +0.0% 1 qtrs NEW
63 PROSHARE ADVISORS LLC 16.9K +363.0 (+2.2%) 18.8K -7.0K (-27.3%) 0.02% +0.001 pp 0.00% +0.000 pp USD2.62 -57.6% 5 qtrs
64 JONES FINANCIAL COMPANIES LLLP 16.2K +475.0 (+3.0%) 17.9K -6.5K (-26.7%) 0.02% +0.001 pp 0.00% +0.000 pp USD2.80 -60.4% 7 qtrs
65 BFSG, LLC 15.6K +— (+0.0%) 17.3K -7.0K (-28.8%) 0.02% +0.000 pp 0.00% -0.001 pp USD6.10 -81.8% 13 qtrs
66 VOYA INVESTMENT MANAGEMENT LLC 15.2K +— (+0.0%) 16.9K -6.8K (-28.8%) 0.02% +0.000 pp 0.00% +0.000 pp USD1.56 -28.8% 11 qtrs
67 MGB WEALTH MANAGEMENT, LLC 15.0K +— (+0.0%) 16.7K -6.8K (-28.8%) 0.02% +0.000 pp 0.00% -0.002 pp USD3.63 -69.4% 9 qtrs
68 GRAHAM CAPITAL MANAGEMENT, L.P. 14.4K -13.6K (-48.6%) 16.0K -27.8K (-63.4%) 0.02% -0.017 pp 0.00% 0.000 pp USD3.29 -66.3% 6 qtrs
69 COMMONWEALTH EQUITY SERVICES, LLC 14.3K -5.0K (-25.7%) 15.9K -14.1K (-46.9%) 0.02% -0.006 pp 0.00% +0.000 pp USD4.25 -73.9% 8 qtrs
70 ALHAMBRA INVESTMENT PARTNERS LLC 14.2K +— (+0.0%) 15.7K -6.4K (-28.8%) 0.02% +0.000 pp 0.01% -0.003 pp USD3.59 -69.1% 10 qtrs
71 BROWN ADVISORY INC 14.0K -24.3K (-63.4%) 15.5K -44.1K (-74.0%) 0.02% -0.031 pp 0.00% 0.000 pp USD3.63 -69.4% 8 qtrs
72 ELLSWORTH ADVISORS, LLC 15.3K +— (+0.0%) 15.1K -6.2K (-29.2%) 0.02% +0.000 pp 0.00% -0.002 pp USD2.09 -46.9% 4 qtrs
73 LARSON FINANCIAL GROUP LLC 13.5K +— (+0.0%) 15.0K -6.1K (-28.8%) 0.02% +0.000 pp 0.00% 0.000 pp USD1.31 -15.3% 3 qtrs
74 BEACON POINTE ADVISORS, LLC 13.3K +— (+0.0%) 14.8K -6.0K (-28.8%) 0.02% +0.000 pp 0.00% 0.000 pp USD3.30 -66.4% 10 qtrs
75 AMERIPRISE FINANCIAL INC 12.8K +12.8K (+100.0%) 14.2K +14.2K (+100.0%) 0.02% +0.016 pp 0.00% +0.000 pp USD1.11 +0.0% 1 qtrs NEW
76 COMMERCE BANK 12.3K +12.3K (+100.0%) 13.7K +13.7K (+100.0%) 0.02% +0.016 pp 0.00% +0.000 pp USD1.11 +0.0% 1 qtrs NEW
77 VICTORY CAPITAL MANAGEMENT INC 12.1K +608.0 (+5.3%) 13.4K -4.5K (-25.1%) 0.02% +0.001 pp 0.00% +0.000 pp USD1.54 -27.9% 2 qtrs
78 ENGINEERS GATE MANAGER LP 11.8K -14.5K (-55.0%) 13.1K -27.9K (-68.0%) 0.02% -0.018 pp 0.00% 0.000 pp USD1.37 -19.0% 3 qtrs
79 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 11.3K +— (+0.0%) 12.5K -5.1K (-28.8%) 0.01% +0.000 pp 0.00% +0.000 pp USD8.16 -86.4% 15 qtrs
80 TWO SIGMA SECURITIES, LLC 11.3K +11.3K (+100.0%) 12.5K +12.5K (+100.0%) 0.01% +0.014 pp 0.00% +0.002 pp USD1.11 +0.0% 1 qtrs NEW
81 IEQ CAPITAL, LLC 10.7K -15.7K (-59.4%) 11.9K -29.2K (-71.1%) 0.01% -0.020 pp 0.00% 0.000 pp USD1.56 -28.8% 2 qtrs
82 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11.2K -3.7K (-25.1%) 11.7K -8.8K (-43.0%) 0.01% -0.005 pp 0.00% +0.000 pp USD1.56 -28.8% 2 qtrs
83 LEGAL & GENERAL GROUP PLC 10.1K +— (+0.0%) 11.2K -4.5K (-28.8%) 0.01% +0.000 pp 0.00% +0.000 pp USD4.94 -77.5% 15 qtrs
84 R SQUARED LTD 10.1K -246.0 (-2.4%) 11.2K -4.9K (-30.5%) 0.01% 0.000 pp 0.01% -0.002 pp USD1.31 -15.3% 5 qtrs
85 TOWER RESEARCH CAPITAL LLC (TRC) 9.5K +1.2K (+14.5%) 10.5K -2.4K (-18.6%) 0.01% +0.002 pp 0.00% 0.000 pp USD1.94 -42.8% 15 qtrs
86 ROYAL BANK OF CANADA 9.2K -699.9K (-98.7%) 10.0K -1.1M (-99.1%) 0.01% -0.884 pp 0.00% 0.000 pp USD1.37 -19.0% 16 qtrs
87 GAMMA INVESTING LLC 8.6K +8.6K (+100.0%) 9.5K +9.5K (+100.0%) 0.01% +0.011 pp 0.00% +0.001 pp USD1.11 +0.0% 1 qtrs NEW
88 RUSSELL INVESTMENTS GROUP, LTD. 8.1K -459.0 (-5.3%) 9.0K -4.4K (-32.6%) 0.01% -0.001 pp 0.00% +0.000 pp USD1.31 -15.3% 3 qtrs
89 CWM, LLC 8.4K -10.2K (-55.0%) 9.0K -20.0K (-69.0%) 0.01% -0.013 pp 0.00% 0.000 pp USD2.00 -44.5% 15 qtrs
90 FIFTH THIRD BANCORP 7.0K +— (+0.0%) 7.8K -3.2K (-28.8%) 0.01% +0.000 pp 0.00% +0.000 pp USD3.44 -67.7% 16 qtrs
91 ALLWORTH FINANCIAL LP 6.0K -13.0 (-0.2%) 6.7K -2.7K (-29.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD5.76 -80.7% 16 qtrs
92 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 5.7K +1.8K (+46.2%) 6.3K +243.0 (+4.0%) 0.01% +0.002 pp 0.00% +0.000 pp USD5.73 -80.6% 15 qtrs
93 NEW YORK STATE COMMON RETIREMENT FUND 4.3K +— (+0.0%) 4.8K -2.0K (-28.8%) 0.01% +0.000 pp 0.00% +0.000 pp USD4.45 -75.1% 15 qtrs
94 AMERITAS INVESTMENT PARTNERS, INC. 4.1K +— (+0.0%) 4.5K -1.8K (-28.9%) 0.01% +0.000 pp 0.00% 0.000 pp USD7.08 -84.3% 15 qtrs
95 2.8K +2.8K (+100.0%) 3.1K +3.1K (+100.0%) 0.00% +0.004 pp 0.00% +0.003 pp USD1.11 +0.0% 1 qtrs NEW
96 AMALGAMATED BANK 2.9K +1.5K (+102.4%) 3.0K +1.0K (+50.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD3.97 -72.0% 15 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 40 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.02% 307.4K 0.60%
2 Vanguard Russell 2000 Growth ETF VTWG 0.01% 141.4K 0.06%
3 iShares Russell 2000 Value ETF IWN 0.01% 777.6K 0.24%
4 Vanguard Russell 2000 ETF VTWO 0.00% 764.8K 0.06%
5 iShares Russell 2000 BuyWrite ETF IWMW 0.00% 1.9K 0.39%
6 iShares Russell 2000 ETF IWM 0.00% 2.77M 0.19%
7 iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO 0.00% 18.1K 0.36%
8 Global X - Russell 2000 ETF RSSL 0.00% 43.0K 0.08%
9 Invesco Russell 2000 UCITS ETF RTYS.L 0.00% 9.3K 0.25%
10 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.00% 82.7K 0.30%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
3
Shares acquired
Shares disposed
59.2K
Cash buys
Cash sales
Net activity
-59,239
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-21 McCormick Andrew J. Officer F-InKind D Class A Common Stock 2,227 0.98 2.2K 531,773 D
2026-04-02 McCormick Andrew J. Officer F-InKind D Class A Common Stock 42,187 0.80 33.7K 534,000 D
2026-04-02 Lee Robert Henry Officer F-InKind D Class A Common Stock 14,825 0.80 11.8K 215,191 D
2026-03-06 Mondzelewski Christopher Director / Officer F-InKind D Class A Common Stock 28,864 0.78 22.6K 1,411,303 D
2026-03-06 McCormick Andrew J. Officer F-InKind D Class A Common Stock 6,571 0.78 5.2K 576,187 D
2026-03-06 Lee Robert Henry Officer F-InKind D Class A Common Stock 3,925 0.78 3.1K 230,016 D
2026-03-05 Taslitz Steven Director P-Purchase A Class A Common Stock 150,000 0.74 111.0K 2,036,203 I
2026-03-04 Mondzelewski Christopher Director / Officer A-Award A Class A Common Stock 859,107 0.00 1,440,167 D
2026-03-04 McCormick Andrew J. Officer A-Award A Class A Common Stock 171,821 0.00 582,758 D
2026-03-04 Lee Robert Henry Officer A-Award A Class A Common Stock 56,701 0.00 233,941 D
2026-03-04 Amigh Matthew L Officer A-Award A Class A Common Stock 343,643 0.00 501,871 D
2026-02-23 Mondzelewski Christopher Director / Officer F-InKind D Class A Common Stock 15,798 0.62 9.8K 581,060 D
2026-02-23 McCormick Andrew J. Officer F-InKind D Class A Common Stock 2,877 0.62 1.8K 410,937 D
2026-02-23 Lee Robert Henry Officer F-InKind D Class A Common Stock 2,179 0.62 1.4K 177,240 D
2025-12-31 Hafer Evan Director / Officer / 10% Owner A-Award A Stock Option (Right to Buy) 1,146,727 1.11 1.27M 1,146,727 D
2025-11-17 Taslitz Steven Director P-Purchase A Class A Common Stock 100,000 1.29 129.4K 1,886,203 I
2025-11-12 Taslitz Steven Director P-Purchase A Class A Common Stock 100,000 1.28 128.5K 451,184 D
2025-10-31 Lee Robert Henry Officer F-InKind D Class A Common Stock 1,558 1.27 2.0K 179,419 D
2025-10-23 Kadenacy Stephen M Director A-Award A Class A Common Stock 124,113 0.00 1,192,595 D
2025-09-19 McCormick Andrew J. Officer F-InKind D Class A Common Stock 7,887 1.66 13.1K 413,814 D
2025-09-15 Landis Melvin F III Director A-Award A Class A Common Stock 149,264 0.00 149,264 D
2025-08-15 Mondzelewski Christopher Director / Officer F-InKind D Class A Common Stock 8,663 1.51 13.1K 596,858 D
2025-08-08 Taslitz Steven Director P-Purchase A Class A Common Stock 100,000 1.53 152.5K 351,184 D
2025-08-07 Taslitz Steven Director P-Purchase A Class A Common Stock 100,000 1.32 131.5K 1,786,203 I
2025-07-18 Kadenacy Stephen M Director P-Purchase A Class A Common Stock 80,000 1.25 100.0K 1,068,482 D
2025-07-18 Hafer Evan Director / 10% Owner P-Purchase A Class A Common Stock 80,000 1.25 100.0K 80,000 D
2025-07-18 Dickson Kathryn P Director P-Purchase A Class A Common Stock 16,000 1.25 20.0K 392,045 D
2025-07-07 Amigh Matthew L Officer A-Award A Class A Common Stock 158,228 0.00 158,228 D
2025-06-18 Welling Glenn W. Director / 10% Owner A-Award A Class A Common Stock 133,567 0.00 255,091 D
2025-06-18 Taslitz Steven Director A-Award A Class A Common Stock 132,868 0.00 251,184 D
2025-06-18 Molloy Lawrence Director A-Award A Class A Common Stock 87,413 0.00 133,094 D
2025-06-18 MORIARTY SEAN P Director A-Award A Class A Common Stock 87,413 0.00 188,082 D
2025-06-18 Hutmacher Clayton M Director A-Award A Class A Common Stock 87,413 0.00 143,227 D
2025-06-18 Dickson Kathryn P Director A-Award A Class A Common Stock 146,854 0.00 376,045 D
2025-05-16 Clark Christopher John Officer F-InKind D Class A Common Stock 7,411 1.97 14.6K 265,625 D
2025-05-05 Mondzelewski Christopher Director / Officer F-InKind D Class A Common Stock 6,789 2.37 16.1K 605,521 D
2025-04-21 McCormick Andrew J. Officer F-InKind D Class A Common Stock 1,877 2.13 4.0K 421,701 D
2025-04-21 Clark Christopher John Officer F-InKind D Class A Common Stock 2,571 2.13 5.5K 273,036 D
2025-04-11 MORIARTY SEAN P Director A-Award A Class A Common Stock 100,669 0.00 100,669 D
2025-04-08 Kadenacy Stephen M Officer A-Award A Class A Common Stock 150,000 0.00 988,482 D
2025-04-04 McCormick Andrew J. Officer A-Award A Class A Common Stock 250,000 0.00 423,578 D
2025-04-04 Lee Robert Henry Officer A-Award A Class A Common Stock 100,000 0.00 180,977 D
2025-03-07 Mondzelewski Christopher Director / Officer A-Award A Stock Option (right to buy) 1,490,611 2.14 3.19M 1,490,611 D
2025-03-07 McCormick Andrew J. Officer A-Award A Class A Common Stock 58,411 0.00 173,578 D
2025-03-07 Lee Robert Henry Officer A-Award A Stock Option (right to buy) 67,574 2.14 144.6K 67,574 D
2025-03-07 Clark Christopher John Officer A-Award A Stock Option (right to buy) 536,620 2.14 1.15M 536,620 D
2025-03-02 Lee Robert Henry Officer Class A Common Stock 0 0.00 41,257 D
2025-02-23 Mondzelewski Christopher Director / Officer F-InKind D Class A Common Stock 14,526 2.57 37.3K 320,254 D
2025-02-23 McCormick Andrew J. Officer F-InKind D Class A Common Stock 2,877 2.57 7.4K 115,167 D
2025-02-23 Clark Christopher John Officer F-InKind D Class A Common Stock 5,687 2.57 14.6K 170,467 D
2024-12-31 McCormick Andrew J. 0 0.00 0
2024-12-31 Clark Christopher John 0 0.00 0
2024-09-19 McCormick Andrew J. Officer F-InKind D Class A Common Stock 7,809 3.57 27.9K 119,921 D
2024-09-18 Kadenacy Stephen M Officer F-InKind D Class A Common Stock 15,218 3.72 56.6K 838,482 D
2024-09-13 Welling Glenn W. Director / 10% Owner P-Purchase A Class A Common Stock 684,542 3.17 2.17M 13,535,560
2024-09-13 Kadenacy Stephen M Officer J-Other A Class A Common Stock 157,729 3.17 500.0K 339,953
2024-09-13 Hafer Evan Director / 10% Owner C-Conversion D Common Units 1,000,000 0.00 30,142,374
2024-09-12 DAVIN THOMAS E Director / 10% Owner S-Sale D Class A Common Stock 234,865 3.26 766.7K 0
2024-09-11 Hafer Evan Director / 10% Owner C-Conversion D Common Units 3,000,000 0.00 31,142,374
2024-09-10 DAVIN THOMAS E Director / 10% Owner C-Conversion D Common Units 17,230 0.00 7,066,642
2024-09-09 DAVIN THOMAS E Director / 10% Owner C-Conversion A Class A Common Stock 15,544 0.00 15,544
2024-08-15 Mondzelewski Christopher Director / Officer F-InKind D Class A Common Stock 8,663 3.90 33.8K 334,780
2024-08-15 Clark Christopher John Officer F-InKind D Class A Common Stock 1,185 3.90 4.6K 179,285
2024-06-07 Molloy Lawrence Director A-Award A Class A Common Stock 45,681 0.00 45,681
2024-06-07 Hutmacher Clayton M Director A-Award A Class A Common Stock 55,814 0.00 55,814
2024-05-17 Clark Christopher John Officer F-InKind D Class A Common Stock 7,411 5.82 43.1K 180,470
2024-05-05 Mondzelewski Christopher Director / Officer F-InKind D Class A Common Stock 6,789 3.85 26.1K 343,443
2024-05-01 Welling Glenn W. Director / 10% Owner A-Award A Class A Common Stock 53,887 0.00 121,524
2024-05-01 Taslitz Steven Director A-Award A Class A Common Stock 50,938 0.00 118,316
2024-05-01 Dickson Kathryn P Director A-Award A Class A Common Stock 58,981 0.00 229,191
2024-05-01 DAVIN THOMAS E Director A-Award A Class A Common Stock 46,917 0.00 63,514
2024-02-23 Mondzelewski Christopher Director / Officer A-Award A Stock Option (right to buy) 860,664 3.91 3.37M 860,664
2024-02-23 McCormick Andrew J. Officer A-Award A Stock Option (right to buy) 137,706 3.91 538.4K 137,706
2024-02-23 Clark Christopher John Officer A-Award A Stock Option (right to buy) 309,839 3.91 1.21M 309,839
2023-12-28 Hafer Evan Director / Officer / 10% Owner G-Gift D Class B Common Stock 275,000 0.00 34,042,374
2023-12-15 Hafer Evan Director / Officer / 10% Owner G-Gift D Common Units 100,000 0.00 34,317,374
2023-12-11 Welling Glenn W. Director / 10% Owner P-Purchase A Class A Common Stock 200,000 3.85 770.0K 12,851,018
2023-12-11 DAVIN THOMAS E Director / Officer J-Other D Class B Common Stock 100,000 0.00 1,205,114
2023-11-16 Dickson Kathryn P Director P-Purchase A Class A Common Stock 27,500 3.45 94.9K 170,210
2023-11-15 Welling Glenn W. Director / 10% Owner P-Purchase A Class A Common Stock 200,000 3.27 653.4K 12,651,018
2023-11-14 Dickson Kathryn P Director P-Purchase A Class A Common Stock 30,000 3.27 98.1K 142,710
2023-09-19 McCormick Andrew J. Officer A-Award A Class A Common Stock 82,353 0.00 102,155
2023-09-18 Kadenacy Stephen M Officer A-Award A Stock Option (right to buy) 1,004,982 4.00 4.02M 1,004,982
2023-08-15 Mondzelewski Christopher Officer A-Award A Class A Common Stock 106,742 0.00 190,385
2023-08-15 Clark Christopher John Officer A-Award A Stock Option (right to buy) 78,442 4.45 349.1K 78,442
2023-08-08 Clark Christopher John Officer D Class A Common Stock 0 0.00 115,729
2023-06-30 Welling Glenn W. Director / 10% Owner J-Other D Class A Common Stock 900,432 0.00 0
2023-06-28 Mondzelewski Christopher Officer D Class A Common Stock 0 0.00 83,643
2023-05-05 Welling Glenn W. Director / 10% Owner A-Award A Class A Common Stock 35,502 0.00 67,637
2023-05-05 Taslitz Steven Director A-Award A Class A Common Stock 35,316 0.00 67,378
2023-05-05 SMITH ROLAND Director / Officer A-Award A Class A Common Stock 23,234 0.00 131,746
2023-05-05 MUNOZ GEORGE Director A-Award A Class A Common Stock 37,361 0.00 70,226
2023-05-05 Dickson Kathryn P Director A-Award A Class A Common Stock 39,033 0.00 112,710
2023-05-02 Nielsen Heath Richard Officer F-InKind D Class A Common Stock 486 5.07 2.5K 4,435
2023-05-02 Iverson Gregory James Officer F-InKind D Class A Common Stock 2,009 5.07 10.2K 91,728
2023-05-02 DAVIN THOMAS E Director / Officer F-InKind D Class A Common Stock 2,153 5.07 10.9K 16,597
2023-04-21 McCormick Andrew J. Officer A-Award A Stock Option (right to buy) 107,856 5.05 544.7K 107,856
2023-04-21 Johnson Toby Officer A-Award A Stock Option (right to buy) 296,605 5.05 1.50M 296,605
2023-04-21 Iverson Gregory James Officer A-Award A Stock Option (right to buy) 188,749 5.05 953.2K 188,749
2023-04-21 Braendel Kristina A Officer A-Award A Class A Common Stock 29,703 0.00 80,793
2023-02-15 Iverson Gregory James Officer S-Sale D Class A Common Stock 50,000 8.03 401.5K 1,417,535
2023-02-06 Braendel Kristina A Officer A-Award A Stock Option (right to buy) 55,458 7.34 407.1K 55,458
2023-01-31 Braendel Kristina A Officer 0 0.00 0
2022-12-29 Dickson Kathryn P Director A-Award A Class A Common Stock 24,155 0.00 73,677
2022-12-16 Welling Glenn W. Director P-Purchase A Class A Common Stock 20,000 6.76 135.1K 900,432
2022-12-15 Welling Glenn W. Director P-Purchase A Class A Common Stock 14,468 6.52 94.3K 880,432
2022-12-14 Welling Glenn W. Director P-Purchase A Class A Common Stock 15,000 6.50 97.5K 865,964
2022-12-13 Welling Glenn W. Director P-Purchase A Class A Common Stock 7,820 6.50 50.8K 850,964
2022-12-12 Welling Glenn W. Director P-Purchase A Class A Common Stock 15,000 6.17 92.5K 843,144
2022-12-09 Welling Glenn W. Director P-Purchase A Class A Common Stock 10,000 6.11 61.1K 828,144
2022-12-08 Welling Glenn W. Director P-Purchase A Class A Common Stock 17,712 5.97 105.8K 818,144
2022-11-14 Dickson Kathryn P Director A-Award A Class A Common Stock 16,000 6.49 103.8K 49,522
2022-08-10 SILVERBOX ENGAGED SPONSOR LLC 10% Owner J-Other D Class A Common Stock 8,315,759 0.00 0
2022-08-10 Kadenacy Stephen M Director J-Other D Class A Common Stock 8,315,759 0.00 0
2022-08-08 Welling Glenn W. Director / 10% Owner J-Other A Class A Common Stock 406,092 0.00 438,227
2022-08-08 Engaged Capital Flagship Fund, Ltd. Director J-Other D Class A Common Stock 406,092 0.00 32,135
2022-07-18 SMITH ROLAND Officer A-Award A Class A Common Stock 76,742 0.00 108,512
2022-05-06 Taslitz Steven Director J-Other A Common Units 15 0.00 3,724
2022-05-06 McCormick Andrew J. Officer J-Other A Common Units 99 0.00 24,823
2022-05-06 Johnson Toby Officer J-Other A Common Units 546 0.00 134,662
2022-05-06 Iverson Gregory James Officer J-Other A Common Units 7,432 0.00 1,467,535
2022-05-06 EKNRH Holdings LLC Director J-Other A Class B Common Stock 179,077 0.00 34,417,374
2022-05-06 Dickson Kathryn P Director J-Other A Common Units 586 0.00 117,235
2022-05-06 DAVIN THOMAS E Director / Officer J-Other A Class B Common Stock 37,798 0.00 7,394,756
2022-05-06 Best Mathew Officer J-Other A Common Units 151,837 0.00 29,176,726
2022-05-03 Welling Glenn W. Director / 10% Owner J-Other D Class A Common Stock 5,025,000 0.00 0
2022-05-03 SILVERBOX ENGAGED SPONSOR LLC 10% Owner M-Exempt A Class A Common Stock 2,262,266 11.50 26.02M 8,315,759
2022-05-03 Kadenacy Stephen M Director M-Exempt A Class A Common Stock 2,262,266 11.50 26.02M 8,315,759
2022-05-02 Welling Glenn W. Director / 10% Owner A-Award A Class A Common Stock 32,135 0.00 32,135
2022-05-02 Taslitz Steven Director A-Award A Class A Common Stock 32,062 0.00 32,062
2022-05-02 SMITH ROLAND Director A-Award A Class A Common Stock 31,770 0.00 31,770
2022-05-02 Nielsen Heath Richard Officer A-Award A Class A Common Stock 4,921 0.00 4,921
2022-05-02 MUNOZ GEORGE Director A-Award A Class A Common Stock 32,865 0.00 32,865
2022-05-02 Iverson Gregory James Officer A-Award A Class A Common Stock 17,500 0.00 17,500
2022-05-02 Engaged Capital Flagship Fund, Ltd. Director A-Award A Class A Common Stock 32,135 0.00 32,135
2022-05-02 Dickson Kathryn P Director A-Award A Class A Common Stock 33,522 0.00 33,522
2022-05-02 DAVIN THOMAS E Officer A-Award A Class A Common Stock 18,750 0.00 18,750
2022-04-05 SILVERBOX ENGAGED SPONSOR LLC 10% Owner J-Other A Class A Common Stock 1,241,250 0.00 6,053,493
2022-04-05 Kadenacy Stephen M Director J-Other A Class A Common Stock 1,241,250 0.00 6,053,493
2022-03-14 Nielsen Heath Richard Officer A-Award A Stock Option (right to buy) 30,055 0.00 30,055
2022-03-09 SILVERBOX ENGAGED SPONSOR LLC 10% Owner D Warrants 6,266,667 11.50 72.07M 0
2022-02-09 Taslitz Steven Director I Common Units 1,677,417 0.00 0
2022-02-09 SMITH ROLAND Director 0 0.00 0
2022-02-09 SILVERBOX ENGAGED SPONSOR LLC 10% Owner D Class A Common Stock 0 0.00 4,812,243
2022-02-09 McCormick Andrew J. Officer D Restricted Units 0 0.00 0
2022-02-09 MUNOZ GEORGE Director D Common Units 200,339 0.00 0
2022-02-09 Johnson Toby Officer D Class B Common Stock 0 0.00 134,116
2022-02-09 Iverson Gregory James Officer D Class B Common Stock 0 0.00 1,460,103
2022-02-09 Hafer Evan Director / Officer / 10% Owner I Class B Common Stock 0 0.00 34,238,297
2022-02-09 Engaged Capital LLC Director / 10% Owner I Class A Common Stock 0 0.00 10,375,000
2022-02-09 Dickson Kathryn P Director D Class B Common Stock 0 0.00 116,649
2022-02-09 DAVIN THOMAS E Director / Officer I Class B Common Stock 0 0.00 1,305,114
2022-02-09 Best Mathew Officer / 10% Owner D Class B Common Stock 0 0.00 29,024,889

Executive team

Top executives
EBIT / Employee
-44.6K
Shares Outstanding
116.48M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Chris Mondzelewski President and Chief Executive Officer 648.7K 416.0K 625.0K 1.88M 3.56M 70.13%
2 2025 Matt Amigh Chief Financial Officer 230.8K 417.0K 250.0K 750.0K 8.5K 1.66M 60.38%
3 2025 Andrew McCormick General Counsel and Secretary (CLO) 398.7K 192.0K 625.0K 375.0K 9.9K 1.60M 62.48%
4 2024 Chris Mondzelewski President and Chief Executive Officer 598.1K 243.5K 625.0K 1.88M 34.00 3.34M 74.81%
5 2024 Christopher Clark Chief Technology and Operations Officer 400.0K 162.3K 225.0K 675.0K 34.00 1.46M 61.55%
6 2024 Andrew McCormick General Counsel and Corporate Secretary 350.0K 142.0K 100.0K 300.0K 11.6K 903.6K 44.27%
7 2024 Andrew McCormick General Counsel and Secretary (CLO) 350.0K 142.0K 100.0K 300.0K 11.6K 903.6K 44.27%
8 2023 Steve Kadenacy Chief Financial Officer 127.9K 750.0K 2.25M 8.00 3.15M 95.33%
9 2023 Chris Mondzelewski President and Chief Executive Officer 286.0K 925.0K 1.88M 7.3K 3.09M 90.52%
10 2023 Thomas Davin Prior Co-Chief Executive Officer 360.0K 67.0K 427.0K 0.00%
11 2023 Evan Hafer Prior Chief Executive Officer 340.0K 47.6K 387.6K 0.00%
12 2022 Evan Hafer Prior Chief Executive Officer 340.0K 3.89M 12.2K 4.24M 91.70%
13 2022 Evan Hafer Chief Executive Officer 314.3K 3.89M 12.2K 4.22M 92.26%
14 2022 Thomas Davin Prior Co-Chief Executive Officer 352.0K 256.9K 767.6K 12.2K 1.39M 73.77%
15 2022 Thomas Davin Co-Chief Executive Officer 352.0K 256.9K 767.6K 12.2K 1.39M 73.77%
16 2022 Gregory Iverson Chief Financial Officer 350.0K 239.8K 716.5K 12.2K 1.32M 72.53%
17 2022 Heath Nielsen Chief Retail Officer 276.0K 252.0K 67.4K 243.8K 98.9K 938.1K 33.17%
18 2021 Gregory Iverson Chief Financial Officer 350.0K 10.0K 11.6K 371.6K 0.00%
19 2021 Evan Hafer Chief Executive Officer 340.0K 11.6K 351.6K 0.00%
20 2021 Thomas Davin Co-Chief Executive Officer 315.0K 11.6K 326.6K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-10 DEFA14A
2026-04-10 DEF 14A
2026-03-31 PRE 14A
2025-04-15 DEFA14A
2025-04-15 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-05-04 10-Q
2026-04-22 4
2026-04-10 DEFA14A
2026-04-10 DEF 14A
2026-04-10 ARS
2026-04-03 4
2026-04-03 4
2026-04-02 EFFECT
2026-03-31 PRE 14A

Executive team

NameTitleCompensationGender
Christopher Mondzelewski President, Chief Executive Officer & Director 1M male
Matthew Amigh Chief Financial Officer 902.5K male
Andrew J. McCormick General Counsel & Corporate Secretary 600.6K male
Joseph E. Reece Chairman male
Mat Best Chief Branding Officer male
Matthew Robert McGinley Vice President of Investor Relations male
Robert Lee Vice President of Finance and Chief Accounting Officer male
Danya Kennedy Chief Revenue Officer female
Evan Hafer Founder & Executive Chairman male
ESG Rating
B
PACKAGED FOODS
2026
E (Environmental)
78.2 / 62.5
Company / Sector avg.
S (Social)
75.6 / 63.6
Company / Sector avg.
G (Governance)
64.5 / 64.8
Company / Sector avg.
ESG Total
72.8 / 63.6
Company / Sector avg.
ESG Score History PACKAGED FOODS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits