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Dutch Bros Inc. (BROS)
USD65.89
+1.84 (+2.87%)
US NYSE Consumer Cyclical Restaurants
Address
110 SW 4th Street 97526
Grants Pass, OR, US
Grants Pass, OR, US
CEO
Christine Barone
Website
dutchbros.com
IPO
2021-09-15
CIK 1866581 ISIN US26701L1008
Description
Dutch Bros Inc., in collaboration with its subsidiaries, operates and licenses drive-thru establishments throughout the United States. The company's business model is divided into two primary divisions: its directly owned and managed shops, and its franchising and other related ventures. Customers are served through the firm's corporate-operated locations and its online platforms, utilizing brand names like Dutch Bros, Dutch Bros Coffee, Dutch Bros Rebel, and Blue Rebel. Established in 1992, Dutch Bros Inc. has its corporate headquarters situated in Grants Pass, Oregon.
News Sentiment (7d)
3 articles
- BROS Trades at a Premium, Stock Up 30% in 3 Months: Buy Now or Wait? Zacks Investment Research
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD65.89
+1.84 (+2.87%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
2.37
Float Shares
123.07M
Free Float %
96.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.88% | -6.15% | -9.31% | -0.28% | -12.04% | -17.22% | -27.45% | +94.77% | +38.17% | +38.17% | +38.17% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (22 ratings, all time)
Buy
Price Targets & DCF
Current price
65.89
Low
61.00
-7.4%
Consensus
75.00
+13.8%
Median
75.00
+13.8%
High
87.00
+32.0%
DCF (Levered)
1.10
-98.3%
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)
96% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 5 | 0 |
| Buy | 20 | +1 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
71.00
+7.8%
|
| Last Quarter | 7 |
73.29
+11.2%
|
| Last Year | 21 |
76.24
+15.7%
|
| All Time | 34 |
66.44
+0.8%
|
Quality scores
Altman Z-Score
3.33
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Restaurants: +7.4%+27.9% ★ Q1'26: +30.8% (vs Q1'25)
-
EPS growth Restaurants: +14.8%+103.2% ★ Q1'26: +0.0% (vs Q1'25)
-
FCF margin FCF growth · Restaurants: +21.6%+7.8% Q1'26: +6.0% (vs Q1'25)
-
EBIT margin Restaurants: +6.1%+10.0% ★ Q1'26: +7.7% (vs Q1'25)
-
ROIC Restaurants: +6.2%+8.3% ★ Q1'26: +6.9% (vs Q1'25)
-
Share dilution Restaurants: +0.0%+9.6% Q1'26: +4.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Restaurants: 0.72×3.90× Q1'26: 4.35× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 17 Rev. Ana. 14 EPS Ana. |
Dec 2027 19 Rev. Ana. 14 EPS Ana. |
Dec 2028 11 Rev. Ana. 4 EPS Ana. |
Dec 2029 5 Rev. Ana. 2 EPS Ana. |
Dec 2030 5 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
497.88M
est: 492.37M (+1.1%)
|
739.01M
est: 733.59M (+0.7%)
|
965.78M
est: 1.12B (-13.7%)
|
1.28B
est: 1.26B (+1.9%)
|
1.64B
est: 1.62B (+1.2%)
|
2.07B
2.04B – 2.09B
+28.1% YoY
|
2.55B
2.47B – 2.61B
+23.1% YoY
|
3.11B
3.10B – 3.11B
+21.6% YoY
|
3.62B
3.54B – 3.71B
+16.7% YoY
|
4.22B
4.12B – 4.32B
+16.5% YoY
|
| EBITDA |
-87.25M
est: 24.58M (-455.0%)
|
46.09M
est: 36.62M (+25.9%)
|
118.38M
est: 498.51M (-76.3%)
|
204.91M
est: 560.15M (-63.4%)
|
279.06M
est: 721.65M (-61.3%)
|
924.61M
911.14M – 933.58M
+28.1% YoY
|
1.14B
1.10B – 1.16B
+23.1% YoY
|
1.38B
1.38B – 1.38B
+21.6% YoY
|
1.61B
1.58B – 1.65B
+16.7% YoY
|
1.88B
1.84B – 1.93B
+16.5% YoY
|
| EBIT |
-112.47M
est: -5.24M (-2,046.1%)
|
1.36M
est: -7.81M (+117.5%)
|
49.24M
est: 411.99M (-88.0%)
|
111.91M
est: 462.93M (-75.8%)
|
163.93M
est: 596.40M (-72.5%)
|
764.13M
753.00M – 771.55M
+28.1% YoY
|
940.95M
911.08M – 959.62M
+23.1% YoY
|
1.14B
1.14B – 1.14B
+21.6% YoY
|
1.33B
1.30B – 1.37B
+16.7% YoY
|
1.55B
1.52B – 1.59B
+16.5% YoY
|
| Net Income |
-12.68M
est: 20.79M (-161.0%)
|
-4.75M
est: 23.53M (-120.2%)
|
1.72M
est: 34.28M (-95.0%)
|
35.26M
est: 57.23M (-38.4%)
|
79.84M
est: 80.59M (-0.9%)
|
112.21M
103.48M – 120.94M
+39.2% YoY
|
144.63M
118.81M – 170.46M
+28.9% YoY
|
210.62M
177.77M – 216.13M
+45.6% YoY
|
231.41M
224.38M – 238.57M
+9.9% YoY
|
289.26M
280.48M – 298.21M
+25.0% YoY
|
| SGA |
264.53M
est: 147.24M (+79.7%)
|
183.53M
est: 219.37M (-16.3%)
|
205.07M
est: 298.24M (-31.2%)
|
234.04M
est: 335.12M (-30.2%)
|
259.39M
est: 431.74M (-39.9%)
|
553.16M
545.10M – 558.53M
+28.1% YoY
|
681.16M
659.54M – 694.68M
+23.1% YoY
|
828.08M
827.58M – 828.59M
+21.6% YoY
|
966.13M
943.57M – 989.13M
+16.7% YoY
|
1.13B
1.10B – 1.15B
+16.5% YoY
|
| EPS |
-0.28
est: 0.18 (-254.6%)
|
-0.09
est: 0.20 (-144.7%)
|
0.03
est: 0.27 (-89.8%)
|
0.31
est: 0.45 (-30.4%)
|
0.64
est: 0.69 (-7.1%)
|
0.91
0.82 – 0.96
+32.4% YoY
|
1.21
0.94 – 1.36
+32.8% YoY
|
1.55
1.41 – 1.72
+27.6% YoY
|
1.84
1.78 – 1.90
+19.0% YoY
|
2.30
2.23 – 2.37
+25.0% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-27 | DA Davidson | Buy | Buy | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | C+ | 2/5 | 2/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | C+ | 2/5 | 2/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | C+ | 2/5 | 2/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | C+ | 2/5 | 2/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | C+ | 2/5 | 2/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C+ | 2/5 | 2/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | C+ | 2/5 | 2/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | C+ | 2/5 | 2/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C+ | 2/5 | 2/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C+ | 2/5 | 2/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | C+ | 2/5 | 2/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C+ | 2/5 | 2/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | C+ | 2/5 | 2/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | C+ | 2/5 | 2/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C+ | 2/5 | 2/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | C+ | 2/5 | 2/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | C+ | 2/5 | 2/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C+ | 2/5 | 2/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | C+ | 2/5 | 2/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
466.57M
OE per share TTM
3.66
Owner's Yield
4.56%
Maintenance CapEx ratio
306.07%
Maint CapEx / Avg PPE
97.3%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
210
Total invested
647.56M
Insider transactions (90d)
6
Beneficial owners (>5%)
15
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Travis Boersma | 64.72M | 65.29% | — | — | — | — | IN | — | 2022-02-14 | ↗ |
| 2 | TSG7 A | 64.47M | 65.20% | — | 64.47M | — | 64.47M | OO | Delaware | 2022-02-02 | ↗ |
| 3 | Dutch Holdings, | 45.95M | 57.20% | — | 45.95M | — | 45.95M | OO | Delaware | 2022-02-02 | ↗ |
| 4 | DM Trust Aggregator, LLC | 39.30M | 53.31% | — | — | — | — | CO | — | 2022-02-14 | ↗ |
| 5 | DM Individual Aggregator, LLC | 24.71M | 41.79% | — | — | — | — | CO | — | 2022-02-14 | ↗ |
| 6 | TSG 7 A AIV VI | 11.91M | 25.70% | — | 11.91M | — | 11.91M | PN | Delaware | 2022-02-02 | ↗ |
| 7 | 85-4328500 | 4.17M | 6.60% | 1.61M | — | 4.17M | — | IA | Maryland | 2024-02-14 | ↗ |
| 8 | Abigail P. Johnson | 3.66M | 10.63% | — | — | 3.66M | — | IN | Delaware | 2021-12-10 | ↗ |
| 9 | FMR LLC | 3.66M | 10.63% | 1.63M | — | 3.66M | — | HC | Delaware | 2021-12-10 | ↗ |
| 10 | DG Coinvestor | 3.53M | 9.30% | — | 3.53M | — | 3.53M | PN | Delaware | 2022-02-02 | ↗ |
| 11 | TSG 7 A AIV VI, | 3.08M | 8.20% | — | 3.08M | — | 3.08M | PN | Delaware | 2022-02-02 | ↗ |
| 12 | Jonathan Ricci | 2.29M | 5.00% | 2.29M | — | 2.29M | 10.00 | IN | United States | 2023-02-21 | ↗ |
| 13 | The Vanguard Group - 23-1945930 | 1.81M | 5.24% | — | 4.9K | 1.79M | 14.1K | IA | Pennsylvania | 2022-02-09 | ↗ |
| 14 | DMI Holdco, LLC | 714.1K | 2.03% | — | — | — | — | CO | — | 2022-02-14 | ↗ |
| 15 | 2. | 10.00 | 0.40% | — | 259.0K | — | — | HC, PN | Delaware | 2023-10-02 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
210
-329 vs prev Q
New positions
43
Closed positions
340
Increased
116
Reduced
44
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 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 982.3K +982.3K (+100.0%) | 60.13B +60.1B (+100.0%) | 0.77% +0.773 pp | 0.09% +0.091 pp | USD61.22 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 11.09M -150.8K (-1.3%) | 678.97M +90.6M (+15.4%) | 8.73% -0.165 pp | 0.01% +0.001 pp | USD39.47 +55.1% | 18 qtrs — |
| 3 | BLACKROCK, INC. | 7.31M +314.8K (+4.5%) | 447.57M +81.4M (+22.2%) | 5.75% +0.219 pp | 0.01% +0.001 pp | USD43.50 +40.7% | 6 qtrs — |
| 4 | FMR LLC | 7.21M -75.6K (-1.0%) | 441.54M +60.1M (+15.8%) | 5.68% -0.089 pp | 0.02% +0.003 pp | USD46.19 +32.5% | 18 qtrs — |
| 5 | BAILLIE GIFFORD & CO | 3.23M -266.4K (-7.6%) | 197.78M +14.7M (+8.1%) | 2.54% -0.223 pp | 0.16% +0.029 pp | USD32.03 +91.1% | 6 qtrs — |
| 6 | MARSHALL WACE, LLP | 3.10M +407.5K (+15.1%) | 189.68M +48.8M (+34.7%) | 2.44% +0.310 pp | 0.17% +0.030 pp | USD58.81 +4.1% | 17 qtrs — |
| 7 | UBS GROUP AG | 3.00M +747.6K (+33.3%) | 183.37M +65.7M (+55.9%) | 2.36% +0.579 pp | 0.03% +0.011 pp | USD56.80 +7.8% | 18 qtrs — |
| 8 | SQUAREPOINT OPS LLC | 2.86M +1.2M (+73.6%) | 175.28M +89.0M (+103.1%) | 2.25% +0.949 pp | 0.19% +0.100 pp | USD57.28 +6.9% | 17 qtrs — |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | 2.82M -625.9K (-18.1%) | 172.92M -7.7M (-4.3%) | 2.22% -0.507 pp | 0.02% -0.001 pp | USD52.48 +16.7% | 18 qtrs — |
| 10 | MILLENNIUM MANAGEMENT LLC | 2.82M +799.3K (+39.5%) | 172.85M +66.9M (+63.2%) | 2.22% +0.621 pp | 0.07% +0.028 pp | USD51.24 +19.5% | 18 qtrs — |
| 11 | NINETY ONE UK LTD | 2.63M +39.8K (+1.5%) | 160.73M +25.4M (+18.8%) | 2.07% +0.022 pp | 0.34% +0.052 pp | USD52.47 +16.7% | 2 qtrs — |
| 12 | BALYASNY ASSET MANAGEMENT L.P. | 2.48M +663.9K (+36.5%) | 151.89M +56.8M (+59.7%) | 1.95% +0.515 pp | 0.19% +0.072 pp | USD57.04 +7.3% | 18 qtrs — |
| 13 | TSG CONSUMER PARTNERS LP | 2.28M +— (+0.0%) | 139.57M +20.2M (+17.0%) | 1.80% -0.009 pp | 100.00% +0.000 pp | USD50.91 +20.3% | 17 qtrs — |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 2.27M +39.3K (+1.8%) | 138.70M +22.2M (+19.0%) | 1.78% +0.022 pp | 0.01% +0.001 pp | USD42.61 +43.7% | 17 qtrs — |
| 15 | STATE STREET CORP | 2.02M +35.9K (+1.8%) | 123.67M +19.8M (+19.1%) | 1.59% +0.020 pp | 0.00% +0.001 pp | USD41.03 +49.2% | 17 qtrs — |
| 16 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.90M -206.8K (-9.8%) | 116.29M +6.0M (+5.5%) | 1.50% -0.171 pp | 0.07% +0.006 pp | USD26.66 +129.6% | 14 qtrs — |
| 17 | ALYESKA INVESTMENT GROUP, L.P. | 1.86M +1.9M (+100.0%) | 113.88M +113.9M (+100.0%) | 1.46% +1.464 pp | 0.32% +0.322 pp | USD61.22 +0.0% | 1 qtrs NEW |
| 18 | WESTFIELD CAPITAL MANAGEMENT CO LP | 1.78M +1.8M (+100.0%) | 108.95M +108.9M (+100.0%) | 1.40% +1.401 pp | 0.45% +0.454 pp | USD61.22 +0.0% | 1 qtrs NEW |
| 19 | 1832 ASSET MANAGEMENT L.P. | 1.74M -1.1M (-38.9%) | 106.33M -42.4M (-28.5%) | 1.37% -0.882 pp | 0.08% -0.036 pp | USD54.28 +12.8% | 7 qtrs — |
| 20 | MORGAN STANLEY | 1.71M +141.5K (+9.0%) | 104.64M +22.6M (+27.5%) | 1.35% +0.105 pp | 0.01% +0.001 pp | USD53.13 +15.2% | 18 qtrs — |
| 21 | NORGES BANK | 1.58M +1.6M (+100.0%) | 96.95M +97.0M (+100.0%) | 1.25% +1.247 pp | 0.01% +0.010 pp | USD61.22 +0.0% | 1 qtrs NEW |
| 22 | JOHO CAPITAL LLC | 1.42M +— (+0.0%) | 86.83M +12.6M (+17.0%) | 1.12% -0.006 pp | 18.53% +5.347 pp | USD31.39 +95.0% | 12 qtrs — |
| 23 | ALLIANCEBERNSTEIN L.P. | 1.40M +260.6K (+22.8%) | 86.00M +26.1M (+43.6%) | 1.11% +0.201 pp | 0.03% +0.008 pp | USD46.07 +32.9% | 8 qtrs — |
| 24 | RAYMOND JAMES FINANCIAL INC | 1.39M -74.8K (-5.1%) | 85.89M +9.4M (+12.2%) | 1.09% -0.065 pp | 0.03% +0.002 pp | USD55.65 +10.0% | 5 qtrs — |
| 25 | D. E. SHAW & CO., INC. | 1.38M -317.6K (-18.7%) | 84.65M -4.3M (-4.9%) | 1.09% -0.257 pp | 0.05% -0.004 pp | USD38.58 +58.7% | 9 qtrs — |
| 26 | BANK OF AMERICA CORP /DE/ | 1.36M -506.8K (-27.1%) | 83.31M -14.4M (-14.8%) | 1.07% -0.407 pp | 0.01% -0.001 pp | USD43.09 +42.1% | 18 qtrs — |
| 27 | INVESCO LTD. | 1.35M -1.1M (-44.6%) | 82.37M -44.6M (-35.1%) | 1.06% -0.861 pp | 0.01% -0.007 pp | USD50.26 +21.8% | 10 qtrs — |
| 28 | WELLINGTON MANAGEMENT GROUP LLP | 1.32M +246.2K (+22.8%) | 81.06M +24.6M (+43.7%) | 1.04% +0.189 pp | 0.01% +0.004 pp | USD46.27 +32.3% | 7 qtrs — |
| 29 | GOLDMAN SACHS GROUP INC | 1.29M +473.0K (+57.6%) | 79.22M +36.2M (+84.3%) | 1.02% +0.369 pp | 0.01% +0.005 pp | USD54.68 +12.0% | 18 qtrs — |
| 30 | AMERIPRISE FINANCIAL INC | 1.20M +333.8K (+38.5%) | 73.45M +28.1M (+62.1%) | 0.94% +0.259 pp | 0.02% +0.006 pp | USD43.84 +39.6% | 17 qtrs — |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.17M -3.8K (-0.3%) | 71.76M +10.2M (+16.6%) | 0.92% -0.008 pp | 0.01% +0.001 pp | USD43.40 +41.1% | 17 qtrs — |
| 32 | POINT72 ASSET MANAGEMENT, L.P. | 1.17M +1.2M (+100.0%) | 71.74M +71.7M (+100.0%) | 0.92% +0.922 pp | 0.08% +0.080 pp | USD61.22 +0.0% | 9 qtrs — |
| 33 | DIMENSIONAL FUND ADVISORS LP | 1.17M +68.3K (+6.2%) | 71.43M +13.9M (+24.2%) | 0.92% +0.050 pp | 0.02% +0.003 pp | USD45.60 +34.3% | 14 qtrs — |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.16M +495.9K (+74.7%) | 70.99M +36.3M (+104.4%) | 0.91% +0.388 pp | 0.01% +0.004 pp | USD54.27 +12.8% | 18 qtrs — |
| 35 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.12M +77.7K (+7.5%) | 68.43M +14.0M (+25.7%) | 0.88% +0.057 pp | 0.23% +0.046 pp | USD39.69 +54.2% | 10 qtrs — |
| 36 | BNP PARIBAS ARBITRAGE, SNC | 1.00M -403.2K (-28.7%) | 61.33M -12.2M (-16.6%) | 0.79% -0.323 pp | 0.03% -0.012 pp | USD57.56 +6.4% | 5 qtrs — |
| 37 | MANE GLOBAL CAPITAL MANAGEMENT LP | 971.4K +98.2K (+11.3%) | 59.47M +13.8M (+30.1%) | 0.76% +0.074 pp | 3.19% +1.117 pp | USD61.91 -1.1% | 3 qtrs — |
| 38 | AMERICAN CENTURY COMPANIES INC | 945.9K +152.5K (+19.2%) | 57.91M +16.4M (+39.4%) | 0.74% +0.117 pp | 0.03% +0.008 pp | USD46.23 +32.4% | 18 qtrs — |
| 39 | INTERVAL PARTNERS, LP | 935.6K +935.6K (+100.0%) | 57.28M +57.3M (+100.0%) | 0.74% +0.736 pp | 1.03% +1.025 pp | USD61.22 +0.0% | 1 qtrs NEW |
| 40 | CLEARBRIDGE INVESTMENTS, LLC | 853.0K -1.7K (-0.2%) | 52.22M +7.5M (+16.7%) | 0.67% -0.005 pp | 0.04% +0.008 pp | USD40.42 +51.5% | 18 qtrs — |
| 41 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 832.4K +26.2K (+3.3%) | 51.74M +10.2M (+24.6%) | 0.66% +0.017 pp | 0.08% +0.017 pp | USD39.54 +54.8% | 10 qtrs — |
| 42 | QUBE RESEARCH & TECHNOLOGIES LTD | 829.4K -1.1M (-57.3%) | 50.77M -51.0M (-50.1%) | 0.65% -0.885 pp | 0.05% -0.054 pp | USD48.97 +25.0% | 10 qtrs — |
| 43 | WASATCH ADVISORS LP | 824.9K +286.9K (+53.3%) | 50.50M +22.3M (+79.3%) | 0.65% +0.224 pp | 0.30% +0.149 pp | USD44.55 +37.4% | 8 qtrs — |
| 44 | DRIEHAUS CAPITAL MANAGEMENT LLC | 790.5K +46.7K (+6.3%) | 48.39M +9.5M (+24.3%) | 0.62% +0.034 pp | 0.33% +0.050 pp | USD38.81 +57.7% | 9 qtrs — |
| 45 | VOYA INVESTMENT MANAGEMENT LLC | 751.4K +720.6K (+2,342.3%) | 46.00M +44.4M (+2,756.7%) | 0.59% +0.567 pp | 0.05% +0.044 pp | USD60.74 +0.8% | 8 qtrs — |
| 46 | FREESTONE GROVE PARTNERS LP | 681.8K +91.0K (+15.4%) | 41.74M +10.8M (+35.0%) | 0.54% +0.069 pp | 0.30% +0.071 pp | USD53.53 +14.4% | 2 qtrs — |
| 47 | BANK OF NEW YORK MELLON CORP | 660.5K +336.6K (+103.9%) | 40.44M +23.5M (+138.5%) | 0.52% +0.264 pp | 0.01% +0.004 pp | USD53.77 +13.9% | 18 qtrs — |
| 48 | CITADEL ADVISORS LLC | 623.5K -1.7M (-72.7%) | 38.17M -81.4M (-68.1%) | 0.49% -1.317 pp | 0.01% -0.013 pp | USD52.19 +17.3% | 18 qtrs — |
| 49 | HOLOCENE ADVISORS, LP | 605.1K +586.2K (+3,096.5%) | 37.04M +36.1M (+3,638.8%) | 0.48% +0.461 pp | 0.08% +0.076 pp | USD60.56 +1.1% | 6 qtrs — |
| 50 | NORTHERN TRUST CORP | 602.1K -26.2K (-4.2%) | 36.86M +4.0M (+12.1%) | 0.47% -0.023 pp | 0.00% +0.001 pp | USD40.91 +49.6% | 17 qtrs — |
| 51 | LPL FINANCIAL LLC | 563.2K +19.0K (+3.5%) | 34.48M +6.0M (+21.0%) | 0.44% +0.013 pp | 0.01% +0.001 pp | USD45.66 +34.1% | 18 qtrs — |
| 52 | JPMORGAN CHASE & CO | 548.0K +343.3K (+167.7%) | 33.55M +22.8M (+213.1%) | 0.43% +0.270 pp | 0.00% +0.002 pp | USD56.91 +7.6% | 17 qtrs — |
| 53 | BAIRD FINANCIAL GROUP, INC. | 535.4K -232.2K (-30.2%) | 32.78M -7.4M (-18.4%) | 0.42% -0.186 pp | 0.05% -0.014 pp | USD41.77 +46.6% | 18 qtrs — |
| 54 | BANK OF NOVA SCOTIA | 525.1K -17.1K (-3.1%) | 32.15M +3.8M (+13.3%) | 0.41% -0.016 pp | 0.05% -0.003 pp | USD58.82 +4.1% | 5 qtrs — |
| 55 | FEDERATED HERMES, INC. | 521.2K -740.0 (-0.1%) | 31.91M +4.6M (+16.8%) | 0.41% -0.003 pp | 0.05% +0.005 pp | USD46.71 +31.1% | 18 qtrs — |
| 56 | ENGINEERS GATE MANAGER LP | 513.5K +191.7K (+59.6%) | 31.44M +14.6M (+86.7%) | 0.40% +0.150 pp | 0.37% +0.180 pp | USD48.35 +26.6% | 9 qtrs — |
| 57 | ING GROEP NV | 494.0K +63.6K (+14.8%) | 30.24M +7.7M (+34.3%) | 0.39% +0.049 pp | 0.18% +0.061 pp | USD62.48 -2.0% | 5 qtrs — |
| 58 | WOODLINE PARTNERS LP | 492.3K -48.3K (-8.9%) | 30.14M +1.8M (+6.5%) | 0.39% -0.040 pp | 0.12% -0.016 pp | USD55.09 +11.1% | 9 qtrs — |
| 59 | TEACHER RETIREMENT SYSTEM OF TEXAS | 476.9K -13.4K (-2.7%) | 29.19M +3.5M (+13.8%) | 0.38% -0.012 pp | 0.10% -0.002 pp | USD53.03 +15.4% | 4 qtrs — |
| 60 | NUVEEN, LLC | 467.8K +48.0K (+11.4%) | 28.64M +6.7M (+30.3%) | 0.37% +0.036 pp | 0.01% +0.002 pp | USD63.50 -3.6% | 4 qtrs — |
| 61 | APERTURE INVESTORS, LLC | 434.5K -11.3K (-2.5%) | 26.60M +3.3M (+14.0%) | 0.34% -0.011 pp | 3.04% -0.158 pp | USD57.97 +5.6% | 4 qtrs — |
| 62 | OBERWEIS ASSET MANAGEMENT INC/ | 404.5K +— (+0.0%) | 24.76M +3.6M (+17.0%) | 0.32% -0.002 pp | 0.91% +0.095 pp | USD45.80 +33.7% | 7 qtrs — |
| 63 | JENNISON ASSOCIATES LLC | 382.1K +370.7K (+3,274.9%) | 23.39M +22.8M (+3,847.4%) | 0.30% +0.292 pp | 0.01% +0.014 pp | USD61.43 -0.3% | 3 qtrs — |
| 64 | SEI INVESTMENTS CO | 369.1K +18.7K (+5.3%) | 22.60M +4.3M (+23.2%) | 0.29% +0.013 pp | 0.02% +0.003 pp | USD45.42 +34.8% | 10 qtrs — |
| 65 | SHELLBACK CAPITAL, LP | 359.0K +359.0K (+100.0%) | 21.98M +22.0M (+100.0%) | 0.28% +0.283 pp | 2.10% +2.097 pp | USD61.22 +0.0% | 1 qtrs NEW |
| 66 | ROYAL BANK OF CANADA | 351.5K -536.8K (-60.4%) | 21.52M -25.0M (-53.7%) | 0.28% -0.426 pp | 0.00% -0.004 pp | USD57.43 +6.6% | 18 qtrs — |
| 67 | SCHONFELD STRATEGIC ADVISORS LLC | 343.8K +302.3K (+728.4%) | 21.05M +18.9M (+868.9%) | 0.27% +0.238 pp | 0.09% +0.081 pp | USD59.96 +2.1% | 14 qtrs — |
| 68 | ASSENAGON ASSET MANAGEMENT S.A. | 321.9K -130.9K (-28.9%) | 19.71M -4.0M (-16.8%) | 0.25% -0.105 pp | 0.03% -0.005 pp | USD68.37 -10.5% | 3 qtrs — |
| 69 | FENIMORE ASSET MANAGEMENT INC | 312.1K -37.3K (-10.7%) | 19.11M +820.1K (+4.5%) | 0.25% -0.031 pp | 0.40% +0.031 pp | USD31.74 +92.9% | 9 qtrs — |
| 70 | NEXT CENTURY GROWTH INVESTORS LLC | 308.9K +61.1K (+24.7%) | 18.91M +5.9M (+45.8%) | 0.24% +0.047 pp | 1.31% +0.368 pp | USD52.94 +15.6% | 7 qtrs — |
| 71 | RIVERBRIDGE PARTNERS LLC | 305.1K -77.8K (-20.3%) | 18.68M -1.4M (-6.8%) | 0.24% -0.063 pp | 0.35% +0.012 pp | USD52.34 +17.0% | 2 qtrs — |
| 72 | STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 304.3K +84.6K (+38.5%) | 18.63M +7.1M (+62.0%) | 0.24% +0.066 pp | 0.24% +0.094 pp | USD60.42 +1.3% | 3 qtrs — |
| 73 | CANADA PENSION PLAN INVESTMENT BOARD | 296.3K +114.7K (+63.2%) | 18.14M +8.6M (+90.9%) | 0.23% +0.090 pp | 0.01% +0.006 pp | USD58.56 +4.5% | 8 qtrs — |
| 74 | CRESTWOOD CAPITAL MANAGEMENT, L.P. | 285.4K -25.0K (-8.1%) | 17.47M +1.2M (+7.5%) | 0.22% -0.021 pp | 11.06% -0.254 pp | USD29.86 +105.0% | 10 qtrs — |
| 75 | WARATAH CAPITAL ADVISORS LTD. | 262.7K +262.7K (+100.0%) | 16.09M +16.1M (+100.0%) | 0.21% +0.207 pp | 0.54% +0.542 pp | USD61.22 +0.0% | 1 qtrs NEW |
| 76 | WELLS FARGO & COMPANY/MN | 261.4K +118.5K (+83.0%) | 16.00M +8.5M (+114.0%) | 0.21% +0.093 pp | 0.00% +0.002 pp | USD54.02 +13.3% | 18 qtrs — |
| 77 | UBS ASSET MANAGEMENT AMERICAS INC | 251.4K +6.7K (+2.8%) | 15.39M +2.6M (+20.2%) | 0.20% +0.004 pp | 0.00% +0.001 pp | USD51.61 +18.6% | 16 qtrs — |
| 78 | SWISS NATIONAL BANK | 250.4K +16.6K (+7.1%) | 15.33M +3.1M (+25.3%) | 0.20% +0.012 pp | 0.01% +0.002 pp | USD37.24 +64.4% | 15 qtrs — |
| 79 | LORD, ABBETT & CO. LLC | 247.2K -297.3K (-54.6%) | 15.13M -13.4M (-46.9%) | 0.19% -0.236 pp | 0.05% -0.038 pp | USD57.50 +6.5% | 8 qtrs — |
| 80 | WALLEYE TRADING LLC | 227.6K +93.1K (+69.2%) | 13.93M +6.9M (+97.9%) | 0.18% +0.073 pp | 0.02% +0.009 pp | USD53.67 +14.1% | 17 qtrs — |
| 81 | MITSUBISHI UFJ TRUST & BANKING CORP | 225.2K -41.3K (-15.5%) | 13.78M -164.1K (-1.2%) | 0.18% -0.034 pp | 0.03% +0.002 pp | USD32.03 +91.1% | 6 qtrs — |
| 82 | SYNERGY ASSET MANAGEMENT, LLC | 223.1K +223.1K (+100.0%) | 13.66M +13.7M (+100.0%) | 0.18% +0.176 pp | 1.42% +1.420 pp | USD61.22 +0.0% | 1 qtrs NEW |
| 83 | TREXQUANT INVESTMENT LP | 209.2K -161.2K (-43.5%) | 12.81M -6.6M (-33.9%) | 0.16% -0.128 pp | 0.11% -0.085 pp | USD52.34 +17.0% | 9 qtrs — |
| 84 | WHITTIER TRUST CO | 202.4K +79.1K (+64.2%) | 12.80M +6.6M (+105.5%) | 0.16% +0.062 pp | 0.14% +0.068 pp | USD61.50 -0.5% | 4 qtrs — |
| 85 | CONGRESS ASSET MANAGEMENT CO /MA | 206.2K -6.8K (-3.2%) | 12.62M +1.5M (+13.2%) | 0.16% -0.006 pp | 0.09% +0.015 pp | USD52.34 +17.0% | 2 qtrs — |
| 86 | JANE STREET GROUP, LLC | 206.2K +50.0K (+32.0%) | 12.62M +4.4M (+54.4%) | 0.16% +0.039 pp | 0.00% +0.001 pp | USD49.82 +22.9% | 6 qtrs — |
| 87 | OSSIAM | 193.4K +— (+0.0%) | 11.84M +1.7M (+17.0%) | 0.15% -0.001 pp | 0.24% +0.106 pp | USD67.11 -8.8% | 3 qtrs — |
| 88 | HUDSON BAY CAPITAL MANAGEMENT LP | 185.1K +110.8K (+149.1%) | 11.33M +7.4M (+191.4%) | 0.15% +0.087 pp | 0.04% +0.024 pp | USD57.66 +6.2% | 7 qtrs — |
| 89 | DEEPWATER ASSET MANAGEMENT, LLC | 179.1K -54.7K (-23.4%) | 10.96M -1.3M (-10.4%) | 0.14% -0.044 pp | 3.19% -1.677 pp | USD52.34 +17.0% | 2 qtrs — |
| 90 | DEUTSCHE BANK AG\ | 178.0K -55.2K (-23.7%) | 10.90M -1.3M (-10.7%) | 0.14% -0.044 pp | 0.00% -0.001 pp | USD53.30 +14.9% | 15 qtrs — |
| 91 | CONCURRENT INVESTMENT ADVISORS, LLC | 173.5K +2.1K (+1.2%) | 10.62M +1.7M (+18.4%) | 0.14% +0.001 pp | 0.12% -0.033 pp | USD49.75 +23.1% | 9 qtrs — |
| 92 | VERITION FUND MANAGEMENT LLC | 172.8K -3.1K (-1.8%) | 10.58M +1.4M (+14.9%) | 0.14% -0.003 pp | 0.04% +0.004 pp | USD56.19 +9.0% | 16 qtrs — |
| 93 | STIFEL FINANCIAL CORP | 171.7K -26.3K (-13.3%) | 10.51M +145.9K (+1.4%) | 0.14% -0.022 pp | 0.01% +0.000 pp | USD45.39 +34.9% | 17 qtrs — |
| 94 | BLAIR WILLIAM & CO/IL | 169.8K -25.0K (-12.8%) | 10.39M +199.7K (+2.0%) | 0.13% -0.021 pp | 0.03% +0.001 pp | USD50.82 +20.5% | 17 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 151 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Avory Foundational ETF AVRY | 3.42% | 1.85M | 0.89% |
| 2 | Congress SMID Growth ETF CSMD | 2.35% | 11.12M | 0.68% |
| 3 | Goldman Sachs Growth Opportunities ETF GSGO | 0.97% | 1.76M | 0.45% |
| 4 | First Trust Consumer Discretionary AlphaDEX Fund FXD | 0.82% | 2.17M | 0.60% |
| 5 | T. Rowe Price Small-Mid Cap ETF TMSL | 0.54% | 14.85M | 0.55% |
| 6 | First Trust Multi-Manager Small Cap Opportunities ETF MMSC | 0.49% | 260.2K | 0.95% |
| 7 | U.S. Small Cap Growth Portfolio: ETF Class Shares DUSG | 0.47% | 9.27M | 0.33% |
| 8 | Motley Fool Next Index ETF TMFX | 0.44% | 136.7K | 0.50% |
| 9 | Invesco BuyBack Achievers ETF PKW | 0.41% | 6.95M | 0.62% |
| 10 | Barron's 400SM ETF BFOR | 0.31% | 715.9K | 0.65% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.29
Bearish
Ratio by volume
0.99
Neutral
Buys
4
Sells
14
Shares acquired
19.80M
Shares disposed
19.96M
Cash buys
—
Cash sales
—
Net activity
-155,359
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | DM Trust Aggregator, LLC | 10% Owner | C-Conversion | D | Class A Common Units | 6,454,800 | 0.00 | — | 22,670,760 | D | ↗ |
| 2026-04-27 | DM Individual Aggregator, LLC | 10% Owner | C-Conversion | D | Class A Common Units | 3,445,200 | 0.00 | — | 14,871,616 | D | ↗ |
| 2026-04-27 | Boersma Travis | Director / Officer / 10% Owner | C-Conversion | D | Class A Common Units | 6,454,800 | 0.00 | — | 22,670,760 | I | ↗ |
| 2026-04-22 | DM Trust Aggregator, LLC | 10% Owner | J-Other | D | Class B Common Stock | 19,318 | 0.00 | — | 20,579,218 | D | ↗ |
| 2026-04-22 | DM Individual Aggregator, LLC | 10% Owner | J-Other | D | Class A Common Units | 17,195 | 0.00 | — | 18,316,816 | D | ↗ |
| 2026-04-22 | Boersma Travis | Director / Officer / 10% Owner | J-Other | D | Class A Common Units | 670 | 0.00 | — | 713,090 | I | ↗ |
| 2026-03-01 | Tullett Victoria J | Officer | M-Exempt | A | Class A Common Stock | 8,988 | 0.00 | — | 29,667 | D | ↗ |
| 2026-03-01 | Guenser Joshua J | Officer | A-Award | A | Restricted Stock Units | 12,590 | 0.00 | — | 12,590 | D | ↗ |
| 2026-03-01 | Daddario Nick | Officer | A-Award | A | Restricted Stock Units | 5,036 | 0.00 | — | 5,036 | D | ↗ |
| 2026-03-01 | DAVILA TANA | Officer | M-Exempt | A | Class A Common Stock | 5,617 | 0.00 | — | 19,221 | D | ↗ |
| 2026-03-01 | Barone Christine | Director / Officer | M-Exempt | A | Class A Common Stock | 19,537 | 0.00 | — | 83,022 | D | ↗ |
| 2026-02-20 | Tullett Victoria J | Officer | M-Exempt | A | Class A Common Stock | 1,168 | 0.00 | — | 15,911 | D | ↗ |
| 2026-02-20 | Penegor Todd Allan | Director | M-Exempt | A | Class A Common Stock | 445 | 0.00 | — | 2,914 | D | ↗ |
| 2026-02-20 | Miller Ann M | Director | M-Exempt | A | Class A Common Stock | 445 | 0.00 | — | 10,880 | D | ↗ |
| 2026-02-20 | MARCHISOTTO KORY | Director | M-Exempt | D | Restricted Stock Units | 445 | 0.00 | — | 444 | D | ↗ |
| 2026-02-20 | Hart Gerard Johan | Director | M-Exempt | A | Class A Common Stock | 445 | 0.00 | — | 3,017 | D | ↗ |
| 2026-02-20 | Guenser Joshua J | Officer | F-InKind | D | Class A Common Stock | 782 | 48.81 | 38.2K | 16,858 | D | ↗ |
| 2026-02-20 | Gillett Stephen | Director | M-Exempt | A | Class A Common Stock | 445 | 0.00 | — | 18,063 | D | ↗ |
| 2026-02-20 | George Kathryn | Director | M-Exempt | A | Class A Common Stock | 445 | 0.00 | — | 13,677 | D | ↗ |
| 2026-02-20 | Davis Thomas James | Director | M-Exempt | D | Restricted Stock Units | 445 | 0.00 | — | 444 | D | ↗ |
| 2026-02-20 | Daddario Nick | Officer | M-Exempt | D | Restricted Stock Units | 914 | 0.00 | — | 1,829 | D | ↗ |
| 2026-02-20 | DAVILA TANA | Officer | F-InKind | D | Class A Common Stock | 490 | 48.81 | 23.9K | 13,604 | D | ↗ |
| 2026-02-20 | Cone C. David | Director | M-Exempt | A | Class A Common Stock | 445 | 0.00 | — | 5,996 | D | ↗ |
| 2026-02-20 | Barone Christine | Director / Officer | M-Exempt | A | Class A Common Stock | 6,095 | 0.00 | — | 48,126 | D | ↗ |
| 2025-11-25 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 261,767 | 54.58 | 14.29M | 694,036 | D | ↗ |
| 2025-11-25 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 37,952 | 56.63 | 2.15M | 129,624 | D | ↗ |
| 2025-11-25 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 190,506 | 57.42 | 10.94M | 15,610 | I | ↗ |
| 2025-11-24 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 156,937 | 52.95 | 8.31M | 1,393,459 | D | ↗ |
| 2025-11-24 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 14,268 | 54.83 | 782.3K | 657,906 | D | ↗ |
| 2025-11-24 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 156,937 | 52.95 | 8.31M | 1,393,459 | I | ↗ |
| 2025-11-20 | Penegor Todd Allan | Director | M-Exempt | D | Restricted Stock Units | 445 | 0.00 | — | 889 | D | ↗ |
| 2025-11-20 | Miller Ann M | Director | M-Exempt | D | Restricted Stock Units | 445 | 0.00 | — | 889 | D | ↗ |
| 2025-11-20 | MARCHISOTTO KORY | Director | M-Exempt | A | Class A Common Stock | 445 | 0.00 | — | 1,304 | D | ↗ |
| 2025-11-20 | Hart Gerard Johan | Director | M-Exempt | D | Restricted Stock Units | 445 | 0.00 | — | 889 | D | ↗ |
| 2025-11-20 | Gillett Stephen | Director | M-Exempt | D | Restricted Stock Units | 445 | 0.00 | — | 889 | D | ↗ |
| 2025-11-20 | George Kathryn | Director | M-Exempt | D | Restricted Stock Units | 445 | 0.00 | — | 889 | D | ↗ |
| 2025-11-20 | Davis Thomas James | Director | M-Exempt | D | Restricted Stock Units | 445 | 0.00 | — | 889 | D | ↗ |
| 2025-11-20 | Cone C. David | Director | M-Exempt | D | Restricted Stock Units | 445 | 0.00 | — | 889 | D | ↗ |
| 2025-11-01 | Tullett Victoria J | Officer | M-Exempt | D | Restricted Stock Units | 2,182 | 0.00 | — | 0 | D | ↗ |
| 2025-08-25 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 250,113 | 69.59 | 17.41M | 1,550,396 | D | ↗ |
| 2025-08-25 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 1,583 | 65.96 | 104.4K | 1,277,561 | D | ↗ |
| 2025-08-25 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 250,113 | 69.59 | 17.41M | 1,550,396 | I | ↗ |
| 2025-08-22 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 47,005 | 63.71 | 2.99M | 2,754,580 | D | ↗ |
| 2025-08-22 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 29,561 | 63.71 | 1.88M | 1,732,333 | D | ↗ |
| 2025-08-22 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 357,046 | 65.36 | 23.34M | 1,279,144 | I | ↗ |
| 2025-08-21 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 72,574 | 63.23 | 4.59M | 2,801,585 | D | ↗ |
| 2025-08-21 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 132,711 | 63.01 | 8.36M | 1,807,534 | D | ↗ |
| 2025-08-21 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 132,711 | 63.01 | 8.36M | 1,807,534 | I | ↗ |
| 2025-08-20 | Penegor Todd Allan | Director | M-Exempt | D | Restricted Stock Units | 445 | 0.00 | — | 1,334 | D | ↗ |
| 2025-08-20 | Miller Ann M | Director | M-Exempt | D | Restricted Stock Units | 445 | 0.00 | — | 1,334 | D | ↗ |
| 2025-08-20 | MARCHISOTTO KORY | Director | M-Exempt | D | Restricted Stock Units | 445 | 0.00 | — | 1,334 | D | ↗ |
| 2025-08-20 | Hart Gerard Johan | Director | M-Exempt | D | Restricted Stock Units | 445 | 0.00 | — | 1,334 | D | ↗ |
| 2025-08-20 | Gillett Stephen | Director | M-Exempt | D | Restricted Stock Units | 445 | 0.00 | — | 1,334 | D | ↗ |
| 2025-08-20 | George Kathryn | Director | M-Exempt | D | Restricted Stock Units | 445 | 0.00 | — | 1,334 | D | ↗ |
| 2025-08-20 | Davis Thomas James | Director | M-Exempt | A | Class A Common Stock | 445 | 0.00 | — | 12,787 | D | ↗ |
| 2025-08-20 | Cone C. David | Director | M-Exempt | D | Restricted Stock Units | 445 | 0.00 | — | 1,334 | D | ↗ |
| 2025-07-01 | DAVILA TANA | Officer | F-InKind | D | Class A Common Stock | 3,678 | 67.10 | 246.8K | 9,160 | D | ↗ |
| 2025-05-22 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 186,264 | 68.27 | 12.72M | 3,085,182 | D | ↗ |
| 2025-05-22 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 11,786 | 67.23 | 792.3K | 1,992,878 | D | ↗ |
| 2025-05-22 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 12,247 | 65.16 | 798.0K | 2,087,252 | I | ↗ |
| 2025-05-21 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 62,768 | 67.00 | 4.21M | 3,648,769 | D | ↗ |
| 2025-05-21 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 57,636 | 65.37 | 3.77M | 2,160,975 | D | ↗ |
| 2025-05-21 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 62,768 | 67.00 | 4.21M | 3,648,769 | I | ↗ |
| 2025-05-20 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 4,532 | 71.25 | 322.9K | 4,070,295 | D | ↗ |
| 2025-05-20 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 1,280 | 71.25 | 91.2K | 2,218,611 | D | ↗ |
| 2025-05-20 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 1,344 | 69.61 | 93.6K | 2,219,891 | I | ↗ |
| 2025-05-19 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 65,120 | 72.84 | 4.74M | 2,373,933 | D | ↗ |
| 2025-05-19 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 65,120 | 72.84 | 4.74M | 2,373,933 | I | ↗ |
| 2025-05-13 | Penegor Todd Allan | Director | M-Exempt | A | Class A Common Stock | 1,579 | 0.00 | — | 1,579 | D | ↗ |
| 2025-05-13 | Miller Ann M | Director | M-Exempt | A | Class A Common Stock | 763 | 0.00 | — | 9,545 | D | ↗ |
| 2025-05-13 | MARCHISOTTO KORY | Director | A-Award | A | Restricted Stock Units | 1,779 | 0.00 | — | 1,779 | D | ↗ |
| 2025-05-13 | Hart Gerard Johan | Director | M-Exempt | A | Class A Common Stock | 1,682 | 0.00 | — | 1,682 | D | ↗ |
| 2025-05-13 | Gillett Stephen | Director | M-Exempt | D | Restricted Stock Units | 763 | 0.00 | — | 0 | D | ↗ |
| 2025-05-13 | George Kathryn | Director | M-Exempt | A | Class A Common Stock | 763 | 0.00 | — | 12,342 | D | ↗ |
| 2025-05-13 | Davis Thomas James | Director | M-Exempt | D | Restricted Stock Units | 763 | 0.00 | — | 0 | D | ↗ |
| 2025-05-13 | Daddario Nick | Officer | — | — | Restricted Stock Units | 1,828 | 0.00 | — | 0 | D | ↗ |
| 2025-05-13 | Cone C. David | Director | M-Exempt | A | Class A Common Stock | 763 | 0.00 | — | 4,661 | D | ↗ |
| 2025-04-28 | DM Trust Aggregator, LLC | 10% Owner | C-Conversion | A | Class A Common Stock | 1,074,350 | 0.00 | — | 4,619,968 | D | ↗ |
| 2025-04-28 | DM Individual Aggregator, LLC | 10% Owner | C-Conversion | A | Class A Common Stock | 675,650 | 0.00 | — | 2,905,459 | D | ↗ |
| 2025-04-28 | Boersma Travis | Director / Officer / 10% Owner | C-Conversion | A | Class A Common Stock | 675,650 | 0.00 | — | 2,905,459 | I | ↗ |
| 2025-03-31 | Miller Ann M | Director | M-Exempt | D | Restricted Stock Units | 762 | 0.00 | — | 763 | D | ↗ |
| 2025-03-31 | Gillett Stephen | Director | M-Exempt | D | Restricted Stock Units | 762 | 0.00 | — | 763 | D | ↗ |
| 2025-03-31 | George Kathryn | Director | M-Exempt | A | Class A Common Stock | 762 | 0.00 | — | 11,579 | D | ↗ |
| 2025-03-31 | Davis Thomas James | Director | M-Exempt | D | Restricted Stock Units | 762 | 0.00 | — | 763 | D | ↗ |
| 2025-03-31 | Cone C. David | Director | M-Exempt | D | Restricted Stock Units | 762 | 0.00 | — | 763 | D | ↗ |
| 2025-03-01 | Tullett Victoria J | Officer | M-Exempt | D | Restricted Stock Units | 8,987 | 0.00 | — | 17,976 | D | ↗ |
| 2025-03-01 | Guenser Joshua J | Officer | M-Exempt | A | Class A Common Stock | 11,403 | 0.00 | — | 11,403 | D | ↗ |
| 2025-03-01 | Ghosh Sumitro | Officer | M-Exempt | D | Restricted Stock Units | 6,179 | 0.00 | — | 12,358 | D | ↗ |
| 2025-03-01 | DAVILA TANA | Officer | M-Exempt | D | Restricted Stock Units | 5,617 | 0.00 | — | 11,235 | D | ↗ |
| 2025-03-01 | Barone Christine | Officer | M-Exempt | A | Class A Common Stock | 19,537 | 0.00 | — | 38,449 | D | ↗ |
| 2025-02-27 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 4,082 | 75.21 | 307.0K | 3,670,373 | D | ↗ |
| 2025-02-27 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 28,477 | 76.35 | 2.17M | 2,279,790 | D | ↗ |
| 2025-02-27 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 9,207 | 78.89 | 726.4K | 2,229,809 | I | ↗ |
| 2025-02-26 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 123,802 | 76.67 | 9.49M | 3,674,455 | D | ↗ |
| 2025-02-26 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 77,857 | 76.67 | 5.97M | 2,310,834 | D | ↗ |
| 2025-02-26 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 56,147 | 74.99 | 4.21M | 3,907,903 | I | ↗ |
| 2025-02-25 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 14,448 | 74.72 | 1.08M | 3,964,482 | D | ↗ |
| 2025-02-25 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 272 | 75.23 | 20.5K | 2,492,957 | D | ↗ |
| 2025-02-25 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 43,073 | 73.57 | 3.17M | 3,978,930 | I | ↗ |
| 2025-02-24 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 85,664 | 74.75 | 6.40M | 4,435,888 | D | ↗ |
| 2025-02-24 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 5,404 | 76.23 | 412.0K | 2,640,779 | D | ↗ |
| 2025-02-24 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 53,872 | 74.75 | 4.03M | 2,789,694 | I | ↗ |
| 2025-02-21 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 191,169 | 75.83 | 14.50M | 4,889,235 | D | ↗ |
| 2025-02-21 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 20,381 | 79.63 | 1.62M | 2,971,305 | D | ↗ |
| 2025-02-21 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 5,339 | 82.55 | 440.8K | 2,903,316 | I | ↗ |
| 2025-02-20 | Tullett Victoria J | Officer | A-Award | A | Restricted Stock Units | 3,504 | 0.00 | — | 3,504 | D | ↗ |
| 2025-02-20 | Guenser Joshua J | Officer | A-Award | A | Restricted Stock Units | 7,619 | 0.00 | — | 7,619 | D | ↗ |
| 2025-02-20 | Ghosh Sumitro | Officer | A-Award | A | Restricted Stock Units | 4,571 | 0.00 | — | 4,571 | D | ↗ |
| 2025-02-20 | DAVILA TANA | Officer | A-Award | A | Restricted Stock Units | 4,571 | 0.00 | — | 4,571 | D | ↗ |
| 2025-02-20 | Barone Christine | Officer | A-Award | A | Restricted Stock Units | 18,285 | 0.00 | — | 18,285 | D | ↗ |
| 2025-02-18 | MARCHISOTTO KORY | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-02-10 | DM Trust Aggregator, LLC | 10% Owner | C-Conversion | D | Class A Common Units | 5,064,794 | 0.00 | — | 30,227,251 | D | ↗ |
| 2025-02-10 | DM Individual Aggregator, LLC | 10% Owner | C-Conversion | D | Class A Common Units | 3,185,206 | 0.00 | — | 19,009,661 | D | ↗ |
| 2025-02-10 | Boersma Travis | Director / Officer / 10% Owner | C-Conversion | D | Class A Common Units | 5,064,794 | 0.00 | — | 30,227,251 | I | ↗ |
| 2025-02-07 | DM Trust Aggregator, LLC | 10% Owner | J-Other | D | Class A Common Units | 15,770 | 0.00 | — | 35,292,045 | D | ↗ |
| 2025-02-07 | DM Individual Aggregator, LLC | 10% Owner | J-Other | D | Class B Common Stock | 6,326 | 0.00 | — | 14,157,134 | D | ↗ |
| 2025-02-07 | Boersma Travis | Director / Officer / 10% Owner | J-Other | D | Class A Common Units | 9,918 | 0.00 | — | 22,194,867 | I | ↗ |
| 2024-12-31 | Miller Ann M | Director | M-Exempt | A | Class A Common Stock | 762 | 0.00 | — | 8,020 | D | ↗ |
| 2024-12-31 | Gillett Stephen | Director | M-Exempt | D | Restricted Stock Units | 762 | 0.00 | — | 1,525 | D | ↗ |
| 2024-12-31 | George Kathryn | Director | M-Exempt | D | Restricted Stock Units | 762 | 0.00 | — | 1,525 | D | ↗ |
| 2024-12-31 | Davis Thomas James | Director | M-Exempt | D | Restricted Stock Units | 762 | 0.00 | — | 1,525 | D | ↗ |
| 2024-12-31 | Cone C. David | Director | M-Exempt | A | Class A Common Stock | 762 | 0.00 | — | 3,136 | D | ↗ |
| 2024-11-04 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 33,915 | 33.43 | 1.13M | 20,034 | D | ↗ |
| 2024-11-04 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 4,424 | 33.92 | 150.1K | 15,610 | I | ↗ |
| 2024-11-01 | Tullett Victoria J | Officer | M-Exempt | A | Class A Common Stock | 2,182 | 0.00 | — | 2,921 | D | ↗ |
| 2024-11-01 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 169,608 | 33.37 | 5.66M | 53,949 | D | ↗ |
| 2024-11-01 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 115,854 | 33.38 | 3.87M | 9,817 | D | ↗ |
| 2024-11-01 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 115,854 | 33.38 | 3.87M | 9,817 | I | ↗ |
| 2024-10-28 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 40,397 | 36.03 | 1.46M | 223,557 | D | ↗ |
| 2024-10-28 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 40,323 | 36.03 | 1.45M | 125,671 | D | ↗ |
| 2024-10-28 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 40,397 | 36.03 | 1.46M | 223,557 | I | ↗ |
| 2024-09-30 | Miller Ann M | Director | M-Exempt | A | Class A Common Stock | 762 | 0.00 | — | 7,258 | D | ↗ |
| 2024-09-30 | Gillett Stephen | Director | M-Exempt | A | Class A Common Stock | 762 | 0.00 | — | 14,441 | D | ↗ |
| 2024-09-30 | George Kathryn | Director | M-Exempt | D | Restricted Stock Units | 762 | 0.00 | — | 2,287 | D | ↗ |
| 2024-09-30 | Davis Thomas James | Director | M-Exempt | D | Restricted Stock Units | 762 | 0.00 | — | 2,287 | D | ↗ |
| 2024-09-30 | Cone C. David | Director | M-Exempt | A | Class A Common Stock | 762 | 0.00 | — | 2,374 | D | ↗ |
| 2024-09-16 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 18,223 | 34.13 | 621.9K | 263,954 | — | ↗ |
| 2024-09-16 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 18,223 | 34.13 | 621.9K | 263,954 | — | ↗ |
| 2024-09-13 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 225,523 | 34.10 | 7.69M | 282,177 | — | ↗ |
| 2024-09-13 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 151,173 | 34.14 | 5.16M | 165,994 | — | ↗ |
| 2024-09-13 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 225,523 | 34.10 | 7.69M | 282,177 | — | ↗ |
| 2024-09-12 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 4,600 | 34.01 | 156.4K | 507,700 | — | ↗ |
| 2024-09-12 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 5,010 | 34.00 | 170.4K | 317,167 | — | ↗ |
| 2024-09-12 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 4,600 | 34.01 | 156.4K | 507,700 | — | ↗ |
| 2024-09-09 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 186,418 | 32.39 | 6.04M | 512,300 | — | ↗ |
| 2024-09-09 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 94,100 | 32.30 | 3.04M | 322,177 | — | ↗ |
| 2024-09-09 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 186,418 | 32.39 | 6.04M | 512,300 | — | ↗ |
| 2024-09-06 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 14,101 | 32.01 | 451.3K | 698,718 | — | ↗ |
| 2024-09-06 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 14,441 | 32.01 | 462.2K | 416,277 | — | ↗ |
| 2024-09-06 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 14,441 | 32.01 | 462.2K | 416,277 | — | ↗ |
| 2024-09-05 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 1,800 | 32.00 | 57.6K | 712,819 | — | ↗ |
| 2024-09-05 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 1,800 | 32.00 | 57.6K | 430,718 | — | ↗ |
| 2024-09-05 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 1,800 | 32.00 | 57.6K | 712,819 | — | ↗ |
| 2024-08-27 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 28,786 | 32.02 | 921.8K | 714,619 | — | ↗ |
| 2024-08-27 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 28,710 | 32.02 | 919.4K | 432,518 | — | ↗ |
| 2024-08-27 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 28,786 | 32.02 | 921.8K | 714,619 | — | ↗ |
| 2024-08-26 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 5,611 | 32.02 | 179.7K | 743,405 | — | ↗ |
| 2024-08-26 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 5,600 | 32.02 | 179.3K | 461,228 | — | ↗ |
| 2024-08-26 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 5,611 | 32.02 | 179.7K | 743,405 | — | ↗ |
| 2024-08-23 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 400 | 32.00 | 12.8K | 749,016 | — | ↗ |
| 2024-08-23 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 400 | 32.00 | 12.8K | 466,828 | — | ↗ |
| 2024-08-23 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 400 | 32.00 | 12.8K | 466,828 | — | ↗ |
| 2024-08-19 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 248,346 | 31.57 | 7.84M | 760,646 | — | ↗ |
| 2024-08-19 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 156,183 | 31.57 | 4.93M | 478,360 | — | ↗ |
| 2024-08-19 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 11,132 | 32.01 | 356.4K | 467,228 | — | ↗ |
| 2024-06-24 | Penegor Todd Allan | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-03 | Hart Gerard Johan | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-29 | TSG7 A Management LLC | 10% Owner | C-Conversion | D | Class D Common Stock | 205,789 | 0.00 | — | 519,210 | — | ↗ |
| 2024-05-29 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 248,346 | 36.21 | 8.99M | 1,008,992 | — | ↗ |
| 2024-05-29 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 16,452 | 36.02 | 592.6K | 634,543 | — | ↗ |
| 2024-05-29 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 16,452 | 36.02 | 592.6K | 634,543 | — | ↗ |
| 2024-05-23 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 42,903 | 34.38 | 1.48M | 1,307,076 | — | ↗ |
| 2024-05-23 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 42,903 | 34.38 | 1.48M | 1,307,076 | — | ↗ |
| 2024-05-22 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 3,340 | 36.82 | 123.0K | 1,349,979 | — | ↗ |
| 2024-05-22 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 107,307 | 36.26 | 3.89M | 650,995 | — | ↗ |
| 2024-05-22 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 3,340 | 36.82 | 123.0K | 1,349,979 | — | ↗ |
| 2024-05-21 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 116,282 | 36.40 | 4.23M | 1,500,026 | — | ↗ |
| 2024-05-21 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 113,462 | 36.41 | 4.13M | 758,302 | — | ↗ |
| 2024-05-21 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 113,462 | 36.41 | 4.13M | 758,302 | — | ↗ |
| 2024-05-20 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 5,856 | 37.22 | 218.0K | 1,616,308 | — | ↗ |
| 2024-05-20 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 167,475 | 36.85 | 6.17M | 871,764 | — | ↗ |
| 2024-05-20 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 5,856 | 37.22 | 218.0K | 1,616,308 | — | ↗ |
| 2024-05-17 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 165,416 | 36.79 | 6.09M | 1,836,960 | — | ↗ |
| 2024-05-17 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 166,005 | 36.79 | 6.11M | 1,093,270 | — | ↗ |
| 2024-05-17 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 165,416 | 36.79 | 6.09M | 1,836,960 | — | ↗ |
| 2024-05-16 | DM Trust Aggregator, LLC | 10% Owner | J-Other | D | Class B Common Stock | 14,700,075 | 0.00 | — | 20,607,740 | — | ↗ |
| 2024-05-16 | DM Individual Aggregator, LLC | 10% Owner | J-Other | D | Class B Common Stock | 8,041,325 | 0.00 | — | 14,163,460 | — | ↗ |
| 2024-05-16 | Boersma Travis | Director / Officer / 10% Owner | J-Other | D | Class B Common Stock | 258,600 | 0.00 | — | 455,480 | — | ↗ |
| 2024-05-14 | Sullivan Sean B.A. | Director | A-Award | A | Restricted Stock Units | 3,049 | 0.00 | — | 3,049 | — | ↗ |
| 2024-05-14 | Miller Ann M | Director | M-Exempt | A | Class A Common Stock | 938 | 0.00 | — | 6,496 | — | ↗ |
| 2024-05-14 | Gillett Stephen | Director | M-Exempt | A | Class A Common Stock | 938 | 0.00 | — | 13,679 | — | ↗ |
| 2024-05-14 | George Kathryn | Director | A-Award | A | Restricted Stock Units | 3,049 | 0.00 | — | 3,049 | — | ↗ |
| 2024-05-14 | Davis Thomas James | Director | M-Exempt | D | Restricted Stock Units | 938 | 0.00 | — | 0 | — | ↗ |
| 2024-05-14 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 114,407 | 36.16 | 4.14M | 2,002,376 | — | ↗ |
| 2024-05-14 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 22,468 | 36.09 | 810.9K | 1,259,275 | — | ↗ |
| 2024-05-14 | Cone C. David | Director | A-Award | A | Restricted Stock Units | 3,049 | 0.00 | — | 3,049 | — | ↗ |
| 2024-05-14 | Boersma Travis | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 22,468 | 36.09 | 810.9K | 1,259,275 | — | ↗ |
| 2024-05-13 | TSG7 A Management LLC | 10% Owner | S-Sale | D | Class A Common Stock | 793,331 | 34.65 | 27.49M | 0 | — | ↗ |
| 2024-05-13 | DM Trust Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 27,135 | 36.02 | 977.4K | 2,116,783 | — | ↗ |
| 2024-05-13 | DM Individual Aggregator, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 27,224 | 36.02 | 980.6K | 1,281,743 | — | ↗ |
Executive team
Top executives
EBIT / Employee
9.1K
Shares Outstanding
127.06M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Christine Barone Chief Executive Officer and President | 850.0K | — | 3.93M | — | 1.87M | 17.0K | 6.67M | 58.95% | ↗ |
| 2 | 2025 | Joshua Guenser Chief Financial Officer | 550.0K | — | 1.64M | — | 825.0K | 17.7K | 3.03M | 54.05% | ↗ |
| 3 | 2025 | Tana Davila Chief Marketing Officer | 525.0K | — | 982.7K | — | 630.0K | 17.5K | 2.16M | 45.60% | ↗ |
| 4 | 2025 | Sumi Ghosh Former President of Operations | 220.9K | 250.0K | 982.7K | — | — | 449.6K | 1.90M | 51.63% | ↗ |
| 5 | 2025 | Co-Founder and Executive Chairman | 1.50M | — | — | — | 300.0K | 385.00 | 1.80M | 0.00% | ↗ |
| 6 | 2025 | Victoria Tullett Chief Legal Officer | 450.0K | — | 753.5K | — | 450.0K | 16.8K | 1.67M | 45.11% | ↗ |
| 7 | 2024 | Christine Barone Chief Executive Officer and President | 750.0K | 900.0K | 1.80M | — | 1.50M | 18.4K | 4.97M | 36.23% | ↗ |
| 8 | 2024 | Joshua Guenser Chief Financial Officer | 479.0K | — | 2.03M | — | 825.0K | 202.4K | 3.54M | 57.40% | ↗ |
| 9 | 2024 | Sumi Ghosh President of Operations | 481.1K | — | 1.30M | — | 600.0K | 271.8K | 2.65M | 49.00% | ↗ |
| 10 | 2024 | Sumi Ghosh Former President of Operations | 481.1K | — | 1.30M | — | 600.0K | 271.8K | 2.65M | 49.00% | ↗ |
| 11 | 2024 | Victoria Tullett Chief Legal Officer | 450.0K | — | 800.0K | — | 450.0K | 187.5K | 1.89M | 42.38% | ↗ |
| 12 | 2024 | Tana Davila Chief Marketing Officer | 500.0K | — | 500.0K | — | 500.0K | 14.5K | 1.51M | 33.01% | ↗ |
| 13 | 2024 | Co-Founder and Executive Chairman | 1.50M | — | — | — | — | — | 1.50M | 0.00% | ↗ |
| 14 | 2024 | Charles Jemley Former Chief Financial Officer | 374.3K | — | 650.0K | — | 358.2K | 12.5K | 1.39M | 46.59% | ↗ |
| 15 | 2023 | Christine Barone Chief Executive Officer and President | 565.8K | — | 3.12M | — | 507.0K | 15.9K | 4.21M | 74.16% | ↗ |
| 16 | 2023 | Jonathan “Joth” Ricci Former Chief Executive Officer | 650.0K | — | 1.25M | — | — | 16.7K | 1.92M | 65.22% | ↗ |
| 17 | 2023 | Co-Founder and Executive Chairman | 1.50M | — | — | — | — | 59.00 | 1.50M | 0.00% | ↗ |
| 18 | 2023 | Charles Jemley Former Chief Financial Officer | 500.0K | — | 600.0K | — | 225.0K | 16.6K | 1.34M | 44.72% | ↗ |
| 19 | 2023 | Charles L. Jemley Chief Financial Officer | 500.0K | — | 600.0K | — | 225.0K | 16.6K | 1.34M | 44.72% | ↗ |
| 20 | 2023 | Tana Davila Chief Marketing Officer | 278.4K | 139.0K | 821.8K | — | — | 2.1K | 1.24M | 66.20% | ↗ |
| 21 | 2023 | Victoria Tullett Chief Legal Officer | 450.0K | — | 450.0K | — | 202.5K | 8.6K | 1.11M | 40.50% | ↗ |
| 22 | 2022 | Co-Founder and Executive Chairman | 1.50M | — | — | — | — | 9.0K | 1.51M | 0.00% | ↗ |
| 23 | 2022 | Jonathan “Joth” Ricci Chief Executive Officer | 550.0K | 500.0K | — | — | — | 64.1K | 1.11M | 0.00% | ↗ |
| 24 | 2022 | Jonathan “Joth” Ricci Former Chief Executive Officer | 550.0K | 500.0K | — | — | — | 64.1K | 1.11M | 0.00% | ↗ |
| 25 | 2022 | John Graham Former Chief Marketing Officer | 500.0K | 250.0K | — | — | — | 33.4K | 783.4K | 0.00% | ↗ |
| 26 | 2022 | Charles Jemley Former Chief Financial Officer | 472.5K | 225.0K | — | — | — | 25.8K | 723.3K | 0.00% | ↗ |
| 27 | 2022 | Charles L. Jemley Chief Financial Officer | 472.5K | 225.0K | — | — | — | 25.8K | 723.3K | 0.00% | ↗ |
| 28 | 2022 | Brian Maxwell Chief Operating Officer | 593.2K | — | — | — | — | 33.0K | 626.2K | 0.00% | ↗ |
| 29 | 2022 | Victoria Tullett Chief Legal Officer | 122.6K | — | 154.4K | — | — | 1.6K | 278.6K | 55.41% | ↗ |
| 30 | 2021 | Jonathan “Joth” Ricci Chief Executive Officer | 550.0K | 500.0K | 61.35M | — | — | 36.4K | 62.43M | 98.26% | ↗ |
| 31 | 2021 | Jonathan “Joth” Ricci Chief Executive Officer and President | 550.0K | 500.0K | 61.35M | — | — | 36.4K | 62.43M | 98.26% | ↗ |
| 32 | 2021 | Jonathan “Joth” Ricci Former Chief Executive Officer | 550.0K | 500.0K | 61.35M | — | — | 36.4K | 62.43M | 98.26% | ↗ |
| 33 | 2021 | John Graham Chief Marketing Officer | 500.0K | 240.6K | 38.06M | — | — | 3.5K | 38.80M | 98.08% | ↗ |
| 34 | 2021 | John Graham Former Chief Marketing Officer | 500.0K | 240.6K | 38.06M | — | — | 3.5K | 38.80M | 98.08% | ↗ |
| 35 | 2021 | Brian Maxwell Chief Operating Officer | 594.4K | — | 30.67M | — | — | 30.4K | 31.30M | 98.00% | ↗ |
| 36 | 2021 | Charles L. Jemley Chief Financial Officer | 471.6K | 225.0K | 29.26M | — | — | 18.1K | 29.97M | 97.62% | ↗ |
| 37 | 2021 | Co-Founder and Executive Chairman | 1.50M | — | — | — | — | 60.00 | 1.50M | 0.00% | ↗ |
| 38 | 2020 | Charles L. Jemley Chief Financial Officer | 450.0K | 225.0K | — | 2.02M | — | 17.3K | 2.71M | 74.47% | ↗ |
| 39 | 2020 | Co-Founder and Executive Chairman | 1.50M | — | — | — | — | — | 1.50M | 0.00% | ↗ |
| 40 | 2020 | Jonathan “Joth” Ricci Chief Executive Officer and President | 550.0K | 500.0K | — | — | — | 13.8K | 1.06M | 0.00% | ↗ |
| 41 | 2020 | Jonathan “Joth” Ricci Chief Executive Officer | 550.0K | 500.0K | — | — | — | 13.8K | 1.06M | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Christine Barone | Chief Executive Officer, President & Director | 3M | female |
| Travis Boersma | Co-Founder & Executive Chairman of the Board | 2M | male |
| Joshua Guenser | Chief Financial Officer | 1M | male |
| Tana Davila | Chief Marketing Officer | 1M | female |
| Victoria J. Tullett | Chief Legal Officer & Company Secretary | 916.8K | female |
| Brian Maxwell | Vice Chair | 626.2K | male |
| Neil Patel | Senior Manager of Investor Relations | — | — |
| Jess R. Elmquist | Chief People Officer | — | male |
| Andrew Conway | Senior Vice President of Operations Systems and Standard | — | — |
| Nicholas Daddario | Chief Accounting Officer | — | male |
| Venki Krishnababu | Chief Technology & Information Officer | — | male |
ESG Rating
ESG Score History RESTAURANTS
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2023-06-30 | 2023-07-12 | Earl Blumenauer | OR03 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2021-10-15 | 2021-11-07 | Earl Blumenauer | OR03 | Spouse | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2021-09-15 | 2021-10-12 | Earl Blumenauer | OR03 | Self | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for BROS
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.
