BRC Inc. (BRCC)
Salt Lake City, UT, US
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.
Based on only 2 articles — low confidence
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| SilverBox Engaged Merger Corp I | SBEAU | 2021-11-10 | View |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.00% | +4.03% | +59.87% | +84.29% | -0.77% | +16.22% | -27.12% | -74.40% | -86.89% | -86.88% | -86.88% |
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 | 0 | 0 |
| Buy | 2 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
2.50
+109.2%
|
| All Time | 12 |
6.71
+461.5%
|
-
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)
* 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 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
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-05 | DA Davidson | Buy | Buy | Maintain |
| 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
Ownership Overview
| # | 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)
| # | 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 — |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for BRCC
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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