BrightView Holdings, Inc. (BV)
Blue Bell, PA, US
BrightView Holdings, Inc., operating through its various subsidiaries, stands as a prominent provider of commercial landscaping solutions across the United States. The company's operations are strategically divided into two primary segments: Maintenance Services and Development Services. The Maintenance Services division offers an extensive array of ongoing commercial landscaping solutions. These encompass regular upkeep such as mowing, gardening, mulching, and snow removal, alongside more specialized tasks like water management, irrigation system maintenance, tree care, and the meticulous maintenance of golf courses and other specialized turf areas. This segment caters to a diverse clientele, including corporate and commercial properties, homeowner associations, public parks, hotels, resorts, hospitals, healthcare facilities, educational institutions, restaurants, retail centers, and golf courses. Its impressive client roster notably includes approximately 13,000 office parks and corporate campuses, 8,000 residential communities, and 450 educational institutions. Conversely, the Development Services segment specializes in landscape architecture and construction for both new facility projects and significant redesign initiatives. Its comprehensive offerings span project design and oversight, landscape architectural planning and implementation, irrigation system installation, expert tree relocation and planting, the integration of pools and water features, and the development of sports fields, among other related services. Beyond its core landscaping operations, BrightView Holdings, Inc. also serves as an official field consultant for various professional baseball leagues. The company, established in 1939, maintains its principal office in Blue Bell, Pennsylvania.
Based on only 1 article — low confidence
- Do Options Traders Know Something About BrightView Stock We Don't? Zacks Investment Research
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 1991-01-09 | — | Active |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.46% | -1.23% | +8.44% | -6.00% | +5.07% | +1.42% | -23.05% | +99.84% | -26.11% | -39.95% | -39.95% |
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 | 1 | 0 |
| Buy | 6 | 0 |
| Hold | 1 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 1 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
16.00
+9.4%
|
| Last Quarter | 1 |
16.00
+9.4%
|
| Last Year | 7 |
13.23
-9.5%
|
| All Time | 14 |
13.61
-6.9%
|
-
Revenue growth Specialty Business Services: +7.6%-3.4% Q1'26: +6.1% (vs Q1'25)
-
EPS growth Specialty Business Services: +24.4%+185.0% ★ Q1'26: -189.2% (vs Q1'25)
-
FCF margin FCF growth · Specialty Business Services: +27.6%+3.6% Q1'26: -1.8% (vs Q1'25)
-
EBIT margin Specialty Business Services: +9.0%+5.1% Q1'26: +3.1% (vs Q1'25)
-
ROIC Specialty Business Services: +7.8%+3.5% Q1'26: +2.4% (vs Q1'25)
-
Share dilution Specialty Business Services: +0.4%+1.7% Q1'26: +2.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Specialty Business Services: -0.21×2.98× Q1'26: 3.03× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Sep 2018 actual |
Sep 2019 actual |
Sep 2020 actual |
Sep 2021 actual |
Sep 2022 actual |
Sep 2023 actual |
Sep 2024 actual |
Sep 2025 actual |
Sep 2026 7 Rev. Ana. 5 EPS Ana. |
Sep 2027 7 Rev. Ana. 5 EPS Ana. |
Sep 2028 2 Rev. Ana. 2 EPS Ana. |
Sep 2029 1 Rev. Ana. 1 EPS Ana. |
Sep 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
2.35B
est: 2.36B (-0.2%)
|
2.40B
est: 2.40B (+0.1%)
|
2.35B
est: 2.34B (+0.3%)
|
2.55B
est: 2.53B (+0.8%)
|
2.77B
est: 2.78B (0.0%)
|
2.82B
est: 2.81B (+0.2%)
|
2.77B
est: 2.76B (+0.2%)
|
2.67B
est: 2.69B (-0.6%)
|
2.77B
2.73B – 2.79B
+2.9% YoY
|
2.78B
2.74B – 2.82B
+0.5% YoY
|
2.85B
2.85B – 2.85B
+2.4% YoY
|
3.21B
3.17B – 3.25B
+12.7% YoY
|
3.42B
3.37B – 3.46B
+6.5% YoY
|
| EBITDA |
186.87M
est: 226.99M (-17.7%)
|
266.10M
est: 251.04M (+6.0%)
|
149.70M
est: 136.88M (+9.4%)
|
230.20M
est: 205.49M (+12.0%)
|
222.80M
est: 235.11M (-5.2%)
|
244.00M
est: 427.98M (-43.0%)
|
303.10M
est: 420.83M (-28.0%)
|
306.50M
est: 409.71M (-25.2%)
|
421.56M
415.43M – 424.63M
+2.9% YoY
|
423.86M
417.72M – 430.00M
+0.5% YoY
|
434.04M
434.04M – 434.04M
+2.4% YoY
|
489.32M
482.35M – 494.50M
+12.7% YoY
|
521.01M
513.58M – 526.52M
+6.5% YoY
|
| EBIT |
6.63M
est: 96.21M (-93.1%)
|
129.70M
est: 120.39M (+7.7%)
|
13.40M
est: 2.31M (+479.0%)
|
93.20M
est: 75.32M (+23.7%)
|
72.90M
est: 87.03M (-16.2%)
|
94.30M
est: 223.31M (-57.8%)
|
158.90M
est: 219.58M (-27.6%)
|
135.00M
est: 213.78M (-36.9%)
|
219.97M
216.77M – 221.57M
+2.9% YoY
|
221.16M
217.96M – 224.37M
+0.5% YoY
|
226.48M
226.48M – 226.48M
+2.4% YoY
|
255.32M
251.68M – 258.02M
+12.7% YoY
|
271.86M
267.98M – 274.73M
+6.5% YoY
|
| Net Income |
-15.10M
est: 91.69M (-116.5%)
|
44.40M
est: 41.76M (+6.3%)
|
-41.60M
est: -48.71M (+14.6%)
|
46.30M
est: 40.19M (+15.2%)
|
14.00M
est: 26.25M (-46.7%)
|
-7.70M
est: 30.79M (-125.0%)
|
66.40M
est: 74.07M (-10.4%)
|
56.00M
est: 78.68M (-28.8%)
|
65.01M
61.64M – 68.38M
-17.4% YoY
|
73.37M
68.02M – 78.71M
+12.9% YoY
|
86.01M
84.42M – 87.20M
+17.2% YoY
|
—
— – —
-100.0% YoY
|
—
— – —
|
| SGA |
481.20M
est: 431.95M (+11.4%)
|
452.20M
est: 498.44M (-9.3%)
|
527.40M
est: 569.64M (-7.4%)
|
508.00M
est: 489.33M (+3.8%)
|
534.90M
est: 608.28M (-12.1%)
|
533.40M
est: 523.57M (+1.9%)
|
496.50M
est: 514.83M (-3.6%)
|
457.80M
est: 501.22M (-8.7%)
|
515.72M
508.22M – 519.47M
+2.9% YoY
|
518.53M
511.02M – 526.05M
+0.5% YoY
|
530.99M
530.99M – 530.99M
+2.4% YoY
|
598.62M
590.08M – 604.95M
+12.7% YoY
|
637.38M
628.29M – 644.13M
+6.5% YoY
|
| EPS |
-0.18
est: 0.94 (-119.2%)
|
0.43
est: 1.13 (-61.8%)
|
-0.40
est: 0.91 (-143.9%)
|
0.44
est: 1.24 (-64.4%)
|
0.14
est: 1.04 (-86.5%)
|
-0.08
est: 0.31 (-126.2%)
|
0.21
est: 0.76 (-72.5%)
|
0.59
est: 0.80 (-26.2%)
|
0.67
0.63 – 0.70
-16.2% YoY
|
0.76
0.70 – 0.81
+12.8% YoY
|
0.88
0.86 – 0.89
+16.5% YoY
|
—
— – —
-100.0% YoY
|
—
— – —
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-07 | JP Morgan | Underweight | Neutral | Upgrade |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B+ | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 3/5 | 5/5 |
| 2026-05-08 | B | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 | 5/5 |
| 2026-05-07 | C+ | 2/5 | 3/5 | 2/5 | 3/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-06 | C+ | 2/5 | 3/5 | 2/5 | 3/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-05 | C+ | 2/5 | 3/5 | 2/5 | 3/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 3/5 | 5/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 3/5 | 5/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 3/5 | 5/5 |
| 2026-04-29 | A- | 4/5 | 3/5 | 2/5 | 4/5 | 3/5 | 3/5 | 5/5 |
| 2026-04-28 | A- | 4/5 | 3/5 | 2/5 | 4/5 | 3/5 | 3/5 | 5/5 |
| 2026-04-27 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 3/5 | 5/5 |
| 2026-04-24 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 3/5 | 5/5 |
| 2026-04-23 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 3/5 | 5/5 |
| 2026-04-22 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 3/5 | 5/5 |
| 2026-04-21 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 2/5 | 5/5 |
| 2026-04-20 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 2/5 | 5/5 |
| 2026-04-17 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 2/5 | 5/5 |
| 2026-04-16 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 2/5 | 5/5 |
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 | Birch Equity Holdings GP LLC | 52.97M | 36.20% | — | 52.97M | — | 52.97M | OO | — | 2023-09-06 | ↗ |
| 2 | Birch Equity Holdings, LP | 52.97M | 36.20% | — | 52.97M | — | 52.97M | PN | — | 2023-09-06 | ↗ |
| 3 | Birch-OR Equity Holdings, LLC | 52.97M | 36.20% | — | 52.97M | — | 52.97M | OO | — | 2023-09-06 | ↗ |
| 4 | ORCP GP Professionals, LLC | 52.97M | 36.20% | — | 52.97M | — | 52.97M | OO | — | 2023-09-06 | ↗ |
| 5 | One Rock Capital Partners III GP, LP | 52.97M | 36.20% | — | 52.97M | — | 52.97M | PN | — | 2023-09-06 | ↗ |
| 6 | One Rock Capital Partners III, LP | 52.97M | 36.20% | — | 52.97M | — | 52.97M | PN | — | 2023-09-06 | ↗ |
| 7 | R. Scott Spielvogel | 52.97M | 36.20% | — | 52.97M | — | 52.97M | IN | — | 2023-09-06 | ↗ |
| 8 | Tony W. Lee | 52.97M | 36.20% | — | 52.97M | — | 52.97M | IN | — | 2023-09-06 | ↗ |
| 9 | KKR Group Partnership L.P | 50.63M | 48.30% | 50.63M | — | 50.63M | — | PN | — | 2021-02-12 | ↗ |
| 10 | George R. Roberts | 50.63M | 48.10% | — | 50.63M | — | 50.63M | IN | — | 2022-02-10 | ↗ |
| 11 | Henry R. Kravis | 50.63M | 48.10% | — | 50.63M | — | 50.63M | IN | — | 2022-02-10 | ↗ |
| 12 | KKR & Co. Inc. | 50.63M | 48.10% | 50.63M | — | 50.63M | — | CO | — | 2022-02-10 | ↗ |
| 13 | KKR Associates North America XI L.P. | 50.63M | 48.10% | 50.63M | — | 50.63M | — | PN | — | 2022-02-10 | ↗ |
| 14 | KKR BrightView Aggregator GP LLC | 50.63M | 48.10% | 50.63M | — | 50.63M | — | OO | — | 2022-02-10 | ↗ |
| 15 | KKR BrightView Aggregator L.P. | 50.63M | 48.10% | 50.63M | — | 50.63M | — | PN | — | 2022-02-10 | ↗ |
| 16 | KKR Group Holdings Corp. | 50.63M | 48.10% | 50.63M | — | 50.63M | — | CO | — | 2022-02-10 | ↗ |
| 17 | KKR Management LLP | 50.63M | 48.10% | 50.63M | — | 50.63M | — | PN | — | 2022-02-10 | ↗ |
| 18 | KKR North America Fund XI L.P. | 50.63M | 48.10% | 50.63M | — | 50.63M | — | PN | — | 2022-02-10 | ↗ |
| 19 | KKR North America XI Limited | 50.63M | 48.10% | 50.63M | — | 50.63M | — | OO | — | 2022-02-10 | ↗ |
| 20 | 85-4328500 | 7.84M | 8.30% | 7.83M | — | 7.84M | — | IA | Maryland | 2024-11-14 | ↗ |
| 21 | (1) BlackRock, Inc. | 5.05M | 5.30% | 4.92M | — | 4.92M | — | HC | Delaware | 2024-11-08 | ↗ |
| 22 | MSD Partners, L.P. | — | 0.00% | — | — | — | — | PN | Delaware | 2022-03-17 | ↗ |
| 23 | MSD Valley Investments, LLC | — | 0.00% | — | — | — | — | PN | Delaware | 2022-03-17 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | KOHLBERG KRAVIS ROBERTS & CO. L.P. | 21.53M +— (+0.0%) | 276.52M -14.7M (-5.1%) | 22.61% +0.000 pp | 4.42% -0.460 pp | USD21.95 -42.3% | 31 qtrs — |
| 2 | VANGUARD GROUP INC | 6.90M -93.0K (-1.3%) | 87.40M -6.3M (-6.7%) | 7.24% -0.098 pp | 0.00% 0.000 pp | USD14.75 -14.1% | 31 qtrs — |
| 3 | BLACKROCK, INC. | 5.29M +44.3K (+0.8%) | 67.01M -3.3M (-4.6%) | 5.55% +0.047 pp | 0.00% 0.000 pp | USD15.51 -18.3% | 6 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 5.08M +155.1K (+3.2%) | 64.32M -1.6M (-2.5%) | 5.33% +0.163 pp | 0.01% -0.001 pp | USD13.01 -2.6% | 25 qtrs — |
| 5 | VAN BERKOM & ASSOCIATES INC. | 4.86M +301.0K (+6.6%) | 61.56M +486.0K (+0.8%) | 5.10% +0.316 pp | 1.78% +0.009 pp | USD13.35 -5.1% | 2 qtrs — |
| 6 | COOKE & BIELER LP | 3.65M +80.4K (+2.3%) | 46.23M -1.6M (-3.3%) | 3.83% +0.085 pp | 0.48% -0.012 pp | USD13.06 -3.0% | 21 qtrs — |
| 7 | HARVEY PARTNERS, LLC | 2.61M -340.0K (-11.5%) | 33.06M -6.5M (-16.3%) | 2.74% -0.357 pp | 2.93% -0.584 pp | USD13.11 -3.4% | 8 qtrs — |
| 8 | FMR LLC | 2.42M -6.2K (-0.3%) | 30.70M -1.9M (-5.7%) | 2.54% -0.007 pp | 0.00% 0.000 pp | USD16.43 -22.9% | 16 qtrs — |
| 9 | NEWTYN MANAGEMENT, LLC | 2.10M -200.0K (-8.7%) | 26.61M -4.2M (-13.7%) | 2.21% -0.210 pp | 2.80% -0.977 pp | USD13.08 -3.1% | 7 qtrs — |
| 10 | BOSTON PARTNERS | 1.82M +81.5K (+4.7%) | 23.11M -238.8K (-1.0%) | 1.92% +0.086 pp | 0.02% +0.000 pp | USD15.43 -17.9% | 7 qtrs — |
| 11 | ALLIANCEBERNSTEIN L.P. | 1.78M -28.3K (-1.6%) | 22.60M -1.7M (-6.9%) | 1.87% -0.030 pp | 0.01% -0.001 pp | USD12.72 -0.4% | 26 qtrs — |
| 12 | BESSEMER GROUP INC | 1.78M -31.5K (-1.7%) | 22.56M -1.7M (-7.1%) | 1.87% -0.033 pp | 0.03% -0.003 pp | USD14.65 -13.5% | 20 qtrs — |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.68M +3.7K (+0.2%) | 21.24M -1.2M (-5.2%) | 1.76% +0.004 pp | 0.00% 0.000 pp | USD13.90 -8.8% | 30 qtrs — |
| 14 | STATE STREET CORP | 1.52M +7.7K (+0.5%) | 19.21M -1.0M (-5.0%) | 1.59% +0.008 pp | 0.00% 0.000 pp | USD14.49 -12.6% | 30 qtrs — |
| 15 | GOLDMAN SACHS GROUP INC | 1.27M -840.7K (-39.9%) | 16.03M -12.2M (-43.2%) | 1.33% -0.883 pp | 0.00% -0.002 pp | USD12.72 -0.4% | 31 qtrs — |
| 16 | MILLENNIUM MANAGEMENT LLC | 1.21M -955.5K (-44.2%) | 15.29M -13.7M (-47.2%) | 1.27% -1.003 pp | 0.01% -0.006 pp | USD14.57 -13.0% | 15 qtrs — |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.13M +167.5K (+17.3%) | 14.36M +1.4M (+10.9%) | 1.19% +0.176 pp | 0.00% +0.000 pp | USD12.78 -0.9% | 30 qtrs — |
| 18 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1.09M -4.7K (-0.4%) | 13.87M -861.4K (-5.8%) | 1.15% -0.005 pp | 0.81% -0.044 pp | USD10.67 +18.7% | 23 qtrs — |
| 19 | INTERVAL PARTNERS, LP | 1.05M -587.8K (-35.8%) | 13.36M -8.6M (-39.3%) | 1.11% -0.617 pp | 0.24% -0.120 pp | USD14.87 -14.8% | 5 qtrs — |
| 20 | QUBE RESEARCH & TECHNOLOGIES LTD | 932.4K +491.7K (+111.6%) | 11.81M +5.9M (+100.0%) | 0.98% +0.516 pp | 0.01% +0.006 pp | USD12.81 -1.1% | 4 qtrs — |
| 21 | THOMPSON SIEGEL & WALMSLEY LLC | 901.6K -2.6K (-0.3%) | 11.42M -692.0K (-5.7%) | 0.95% -0.003 pp | 0.19% -0.004 pp | USD15.21 -16.7% | 7 qtrs — |
| 22 | TWO SIGMA ADVISERS, LP | 873.6K +447.0K (+104.8%) | 11.07M +5.4M (+93.6%) | 0.92% +0.469 pp | 0.02% +0.010 pp | USD12.48 +1.5% | 13 qtrs — |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 812.8K -235.8K (-22.5%) | 10.30M -3.8M (-26.7%) | 0.85% -0.248 pp | 0.22% -0.084 pp | USD10.36 +22.3% | 23 qtrs — |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 785.5K -178.9K (-18.6%) | 9.95M -3.0M (-23.0%) | 0.82% -0.188 pp | 0.01% -0.002 pp | USD13.26 -4.4% | 14 qtrs — |
| 25 | TWO SIGMA INVESTMENTS, LP | 748.4K +180.0K (+31.7%) | 9.48M +1.9M (+24.5%) | 0.79% +0.189 pp | 0.01% +0.002 pp | USD13.25 -4.4% | 13 qtrs — |
| 26 | GILDER GAGNON HOWE & CO LLC | 661.3K +350.0 (+0.1%) | 8.38M -478.1K (-5.4%) | 0.69% +0.000 pp | 0.09% -0.002 pp | USD12.97 -2.3% | 7 qtrs — |
| 27 | TELEMARK ASSET MANAGEMENT, LLC | 650.0K -500.0K (-43.5%) | 8.24M -7.2M (-46.6%) | 0.68% -0.525 pp | 0.82% -0.640 pp | USD13.99 -9.4% | 8 qtrs — |
| 28 | MORGAN STANLEY | 603.4K +98.3K (+19.5%) | 7.65M +876.9K (+13.0%) | 0.63% +0.103 pp | 0.00% +0.000 pp | USD11.06 +14.6% | 31 qtrs — |
| 29 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 596.6K -15.5K (-2.5%) | 7.56M -643.0K (-7.8%) | 0.63% -0.016 pp | 0.00% 0.000 pp | USD12.84 -1.3% | 7 qtrs — |
| 30 | PRIVATE MANAGEMENT GROUP INC | 589.4K +589.4K (+100.0%) | 7.47M +7.5M (+100.0%) | 0.62% +0.619 pp | 0.22% +0.217 pp | USD12.67 +0.0% | 1 qtrs NEW |
| 31 | RUSSELL INVESTMENTS GROUP, LTD. | 588.5K +29.9K (+5.4%) | 7.46M -28.8K (-0.4%) | 0.62% +0.031 pp | 0.01% 0.000 pp | USD15.38 -17.6% | 20 qtrs — |
| 32 | D. E. SHAW & CO., INC. | 588.4K +364.4K (+162.7%) | 7.45M +4.5M (+148.4%) | 0.62% +0.383 pp | 0.00% +0.002 pp | USD11.22 +12.9% | 19 qtrs — |
| 33 | PALISADE CAPITAL MANAGEMENT, LP | 554.9K -77.1K (-12.2%) | 7.03M -1.4M (-17.0%) | 0.58% -0.081 pp | 0.21% -0.022 pp | USD15.02 -15.6% | 3 qtrs — |
| 34 | NORTHERN TRUST CORP | 535.7K -39.1K (-6.8%) | 6.79M -915.5K (-11.9%) | 0.56% -0.041 pp | 0.00% 0.000 pp | USD13.32 -4.9% | 30 qtrs — |
| 35 | DANA INVESTMENT ADVISORS, INC. | 509.5K -658.0 (-0.1%) | 6.46M -380.7K (-5.6%) | 0.54% -0.001 pp | 0.19% -0.012 pp | USD12.05 +5.1% | 8 qtrs — |
| 36 | — | 490.0K +490.0K (+100.0%) | 6.21M +6.2M (+100.0%) | 0.51% +0.515 pp | 2.17% +2.169 pp | USD12.67 +0.0% | 1 qtrs NEW |
| 37 | FEDERATED HERMES, INC. | 431.9K +59.2K (+15.9%) | 5.47M +477.6K (+9.6%) | 0.45% +0.062 pp | 0.01% +0.000 pp | USD8.18 +54.9% | 11 qtrs — |
| 38 | POINT72 ASSET MANAGEMENT, L.P. | 430.5K +400.4K (+1,329.3%) | 5.46M +5.1M (+1,251.4%) | 0.45% +0.421 pp | 0.01% +0.005 pp | USD12.72 -0.4% | 2 qtrs — |
| 39 | ALYESKA INVESTMENT GROUP, L.P. | 429.3K -20.7K (-4.6%) | 5.44M -590.9K (-9.8%) | 0.45% -0.022 pp | 0.02% -0.003 pp | USD16.47 -23.1% | 7 qtrs — |
| 40 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 421.8K -353.0 (-0.1%) | 5.34M -312.6K (-5.5%) | 0.44% 0.000 pp | 0.00% 0.000 pp | USD13.70 -7.5% | 21 qtrs — |
| 41 | EMPOWERED FUNDS, LLC | 419.1K -70.0K (-14.3%) | 5.31M -1.2M (-19.0%) | 0.44% -0.074 pp | 0.04% -0.024 pp | USD9.74 +30.1% | 11 qtrs — |
| 42 | ROYCE & ASSOCIATES LP | 417.8K +417.8K (+100.0%) | 5.29M +5.3M (+100.0%) | 0.44% +0.439 pp | 0.05% +0.054 pp | USD12.67 +0.0% | 1 qtrs NEW |
| 43 | HRT FINANCIAL LP | 401.5K +306.6K (+323.2%) | 5.09M +3.8M (+300.2%) | 0.42% +0.322 pp | 0.02% +0.011 pp | USD12.84 -1.3% | 5 qtrs — |
| 44 | BANK OF AMERICA CORP /DE/ | 376.0K -326.3K (-46.5%) | 4.76M -4.6M (-49.4%) | 0.39% -0.343 pp | 0.00% 0.000 pp | USD13.83 -8.4% | 30 qtrs — |
| 45 | PEREGRINE CAPITAL MANAGEMENT LLC | 331.4K -16.4K (-4.7%) | 4.20M -462.3K (-9.9%) | 0.35% -0.017 pp | 0.13% -0.012 pp | USD13.02 -2.7% | 28 qtrs — |
| 46 | TREXQUANT INVESTMENT LP | 294.3K +21.9K (+8.0%) | 3.73M +78.6K (+2.2%) | 0.31% +0.023 pp | 0.03% -0.004 pp | USD14.59 -13.2% | 8 qtrs — |
| 47 | MARSHALL WACE, LLP | 273.4K +159.2K (+139.5%) | 3.46M +1.9M (+126.4%) | 0.29% +0.167 pp | 0.00% +0.002 pp | USD12.64 +0.2% | 13 qtrs — |
| 48 | AWH CAPITAL, L.P. | 272.5K +200.0K (+275.9%) | 3.45M +2.5M (+255.4%) | 0.29% +0.210 pp | 3.19% +2.172 pp | USD12.86 -1.5% | 4 qtrs — |
| 49 | BANK OF NEW YORK MELLON CORP | 263.2K -30.0K (-10.2%) | 3.33M -594.2K (-15.1%) | 0.28% -0.032 pp | 0.00% 0.000 pp | USD13.99 -9.4% | 30 qtrs — |
| 50 | NEW YORK STATE COMMON RETIREMENT FUND | 238.9K +— (+0.0%) | 3.03M -174.4K (-5.4%) | 0.25% +0.000 pp | 0.00% 0.000 pp | USD14.26 -11.2% | 29 qtrs — |
| 51 | FIRST TRUST ADVISORS LP | 235.0K +110.8K (+89.1%) | 2.98M +1.3M (+78.8%) | 0.25% +0.116 pp | 0.00% +0.001 pp | USD14.50 -12.6% | 5 qtrs — |
| 52 | ROYAL BANK OF CANADA | 225.6K -793.5K (-77.9%) | 2.86M -10.8M (-79.1%) | 0.24% -0.833 pp | 0.00% -0.002 pp | USD15.06 -15.9% | 30 qtrs — |
| 53 | UBS GROUP AG | 212.3K -37.3K (-15.0%) | 2.69M -655.2K (-19.6%) | 0.22% -0.039 pp | 0.00% 0.000 pp | USD14.54 -12.9% | 31 qtrs — |
| 54 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 210.3K -26.9K (-11.3%) | 2.66M -513.5K (-16.2%) | 0.22% -0.028 pp | 0.21% -0.032 pp | USD12.67 +0.0% | 12 qtrs — |
| 55 | RICE HALL JAMES & ASSOCIATES, LLC | 209.0K -18.5K (-8.1%) | 2.65M -400.2K (-13.1%) | 0.22% -0.019 pp | 0.15% -0.020 pp | USD12.78 -0.9% | 8 qtrs — |
| 56 | MACKENZIE FINANCIAL CORP | 198.1K +34.9K (+21.4%) | 2.51M +320.1K (+14.6%) | 0.21% +0.037 pp | 0.00% +0.000 pp | USD13.92 -9.0% | 13 qtrs — |
| 57 | CONNORS INVESTOR SERVICES INC | 188.6K +50.9K (+37.0%) | 2.39M +544.2K (+29.5%) | 0.20% +0.053 pp | 0.21% +0.049 pp | USD12.79 -0.9% | 4 qtrs — |
| 58 | HIGHTOWER ADVISORS, LLC | 188.0K +234.0 (+0.1%) | 2.38M -134.1K (-5.3%) | 0.20% +0.000 pp | 0.00% 0.000 pp | USD14.03 -9.7% | 20 qtrs — |
| 59 | SEI INVESTMENTS CO | 181.3K -5.1K (-2.7%) | 2.30M -200.5K (-8.0%) | 0.19% -0.005 pp | 0.00% 0.000 pp | USD12.56 +0.9% | 17 qtrs — |
| 60 | HARBOR CAPITAL ADVISORS, INC. | 174.0K -16.5K (-8.7%) | 2.21M -348.0K (-13.6%) | 0.18% -0.017 pp | 0.17% -0.027 pp | USD14.50 -12.6% | 8 qtrs — |
| 61 | REDMOND ASSET MANAGEMENT, LLC | 173.7K +1.2K (+0.7%) | 2.20M -110.2K (-4.8%) | 0.18% +0.001 pp | 0.56% -0.006 pp | USD12.13 +4.5% | 8 qtrs — |
| 62 | LAZARD ASSET MANAGEMENT LLC | 161.6K +138.2K (+590.6%) | 2.05M +1.7M (+553.0%) | 0.17% +0.145 pp | 0.00% +0.003 pp | USD12.72 -0.4% | 12 qtrs — |
| 63 | BARCLAYS PLC | 155.7K +43.8K (+39.1%) | 1.97M +210.9K (+12.0%) | 0.16% +0.046 pp | 0.00% +0.000 pp | USD13.54 -6.4% | 31 qtrs — |
| 64 | INVESCO LTD. | 155.6K -18.4K (-10.6%) | 1.97M -360.3K (-15.5%) | 0.16% -0.019 pp | 0.00% 0.000 pp | USD12.48 +1.5% | 28 qtrs — |
| 65 | PRELUDE CAPITAL MANAGEMENT, LLC | 150.0K +11.6K (+8.4%) | 1.90M +46.3K (+2.5%) | 0.16% +0.012 pp | 0.14% -0.005 pp | USD16.34 -22.5% | 3 qtrs — |
| 66 | XTX TOPCO LTD | 148.2K +97.5K (+192.5%) | 1.88M +1.2M (+176.5%) | 0.16% +0.102 pp | 0.05% +0.014 pp | USD12.92 -1.9% | 6 qtrs — |
| 67 | Y-INTERCEPT (HONG KONG) LTD | 147.6K +147.6K (+100.0%) | 1.87M +1.9M (+100.0%) | 0.16% +0.155 pp | 0.04% +0.042 pp | USD12.67 +0.0% | 13 qtrs — |
| 68 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 145.2K +102.8K (+242.4%) | 1.84M +1.3M (+223.8%) | 0.15% +0.108 pp | 0.01% +0.005 pp | USD12.88 -1.6% | 2 qtrs — |
| 69 | SWISS NATIONAL BANK | 140.4K +1.8K (+1.3%) | 1.78M -78.4K (-4.2%) | 0.15% +0.002 pp | 0.00% +0.000 pp | USD12.56 +0.9% | 29 qtrs — |
| 70 | UBS ASSET MANAGEMENT AMERICAS INC | 139.2K -15.8K (-10.2%) | 1.76M -313.9K (-15.1%) | 0.15% -0.017 pp | 0.00% 0.000 pp | USD14.54 -12.9% | 27 qtrs — |
| 71 | AMERICAN CENTURY COMPANIES INC | 137.7K -15.4K (-10.0%) | 1.74M -306.6K (-14.9%) | 0.14% -0.016 pp | 0.00% 0.000 pp | USD13.96 -9.2% | 8 qtrs — |
| 72 | NUVEEN, LLC | 125.3K +— (+0.0%) | 1.59M -91.5K (-5.4%) | 0.13% +0.000 pp | 0.00% +0.000 pp | USD14.38 -11.9% | 4 qtrs — |
| 73 | JPMORGAN CHASE & CO | 124.3K +65.0K (+109.6%) | 1.58M +780.5K (+98.2%) | 0.13% +0.068 pp | 0.00% +0.000 pp | USD13.33 -5.0% | 31 qtrs — |
| 74 | BOOTHBAY FUND MANAGEMENT, LLC | 108.9K +22.0K (+25.4%) | 1.38M +216.0K (+18.6%) | 0.11% +0.023 pp | 0.02% +0.004 pp | USD13.06 -3.0% | 5 qtrs — |
| 75 | JANE STREET GROUP, LLC | 108.5K -19.3K (-15.1%) | 1.37M -337.8K (-19.7%) | 0.11% -0.020 pp | 0.00% 0.000 pp | USD13.34 -5.0% | 11 qtrs — |
| 76 | BLEAKLEY FINANCIAL GROUP, LLC | 103.6K +24.5K (+31.0%) | 1.31M +253.0K (+23.9%) | 0.11% +0.026 pp | 0.02% -0.002 pp | USD12.78 -0.9% | 13 qtrs — |
| 77 | EXPECT EQUITY LLC | 100.5K +— (+0.0%) | 1.27M -73.4K (-5.4%) | 0.11% +0.000 pp | 1.23% -0.085 pp | USD15.66 -19.1% | 5 qtrs — |
| 78 | VERITION FUND MANAGEMENT LLC | 88.6K +54.2K (+157.8%) | 1.12M +661.6K (+143.7%) | 0.09% +0.057 pp | 0.00% +0.003 pp | USD14.21 -10.8% | 5 qtrs — |
| 79 | WELLS FARGO & COMPANY/MN | 87.1K +25.5K (+41.4%) | 1.10M +277.8K (+33.7%) | 0.09% +0.027 pp | 0.00% +0.000 pp | USD12.13 +4.5% | 31 qtrs — |
| 80 | BALYASNY ASSET MANAGEMENT L.P. | 86.2K -69.9K (-44.8%) | 1.09M -999.7K (-47.8%) | 0.09% -0.073 pp | 0.00% -0.001 pp | USD13.36 -5.2% | 9 qtrs — |
| 81 | RHUMBLINE ADVISERS | 84.6K -9.6K (-10.2%) | 1.07M -189.9K (-15.1%) | 0.09% -0.010 pp | 0.00% 0.000 pp | USD13.94 -9.1% | 30 qtrs — |
| 82 | AQR CAPITAL MANAGEMENT LLC | 84.1K -56.0K (-40.0%) | 1.07M -811.5K (-43.2%) | 0.09% -0.059 pp | 0.00% -0.001 pp | USD10.98 +15.4% | 15 qtrs — |
| 83 | ANCHOR CAPITAL ADVISORS LLC | 76.7K +6.9K (+9.9%) | 971.3K +36.3K (+3.9%) | 0.08% +0.007 pp | 0.03% +0.001 pp | USD13.65 -7.2% | 7 qtrs — |
| 84 | STATE OF WYOMING | 66.9K +32.6K (+94.7%) | 848.1K +387.3K (+84.1%) | 0.07% +0.034 pp | 0.09% +0.040 pp | USD14.22 -10.9% | 8 qtrs — |
| 85 | LEGAL & GENERAL GROUP PLC | 64.7K +— (+0.0%) | 819.9K -47.2K (-5.4%) | 0.07% +0.000 pp | 0.00% +0.000 pp | USD13.15 -3.7% | 31 qtrs — |
| 86 | GSA CAPITAL PARTNERS LLP | 60.7K +25.6K (+73.1%) | 769.0K +299.0K (+63.6%) | 0.06% +0.027 pp | 0.07% +0.027 pp | USD14.32 -11.5% | 6 qtrs — |
| 87 | CREDIT AGRICOLE S A | 60.0K +60.0K (+100.0%) | 760.2K +760.2K (+100.0%) | 0.06% +0.063 pp | 0.00% +0.002 pp | USD12.67 +0.0% | 1 qtrs NEW |
| 88 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 57.4K -1.8K (-3.1%) | 726.9K -66.4K (-8.4%) | 0.06% -0.002 pp | 0.00% 0.000 pp | USD13.12 -3.4% | 30 qtrs — |
| 89 | PRICE T ROWE ASSOCIATES INC /MD/ | 56.1K +2.8K (+5.3%) | 711.0K -3.0K (-0.4%) | 0.06% +0.003 pp | 0.00% +0.000 pp | USD11.15 +13.6% | 11 qtrs — |
| 90 | GREENWICH WEALTH MANAGEMENT LLC | 55.0K +— (+0.0%) | 697.0K -40.0K (-5.4%) | 0.06% +0.000 pp | 0.03% -0.006 pp | USD15.25 -16.9% | 30 qtrs — |
| 91 | FRANKLIN RESOURCES INC | 54.0K +9.7K (+21.8%) | 683.9K +89.9K (+15.1%) | 0.06% +0.010 pp | 0.00% +0.000 pp | USD11.47 +10.5% | 11 qtrs — |
| 92 | DEUTSCHE BANK AG\ | 53.2K +15.0K (+39.3%) | 673.4K +162.0K (+31.7%) | 0.06% +0.016 pp | 0.00% +0.000 pp | USD13.48 -6.0% | 30 qtrs — |
| 93 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 52.0K +30.3K (+139.5%) | 658.4K +367.8K (+126.5%) | 0.05% +0.032 pp | 0.00% +0.001 pp | USD12.93 -2.0% | 4 qtrs — |
| 94 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 50.1K +50.1K (+100.0%) | 634.4K +634.4K (+100.0%) | 0.05% +0.053 pp | 0.01% +0.005 pp | USD12.67 +0.0% | 1 qtrs NEW |
| 95 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 47.9K +27.2K (+130.7%) | 607.4K +328.9K (+118.1%) | 0.05% +0.029 pp | 0.01% +0.005 pp | USD13.96 -9.2% | 3 qtrs — |
| 96 | VOLEON CAPITAL MANAGEMENT LP | 44.3K +44.3K (+100.0%) | 561.5K +561.5K (+100.0%) | 0.05% +0.047 pp | 0.01% +0.012 pp | USD12.67 +0.0% | 1 qtrs NEW |
| 97 | STRS OHIO | 42.8K +6.1K (+16.6%) | 542.3K +50.5K (+10.3%) | 0.04% +0.006 pp | 0.00% +0.000 pp | USD15.17 -16.5% | 19 qtrs — |
| 98 | METLIFE INVESTMENT MANAGEMENT, LLC | 40.3K -1.6K (-3.8%) | 511.0K -50.9K (-9.1%) | 0.04% -0.002 pp | 0.00% 0.000 pp | USD13.34 -5.0% | 30 qtrs — |
| 99 | BROWN BROTHERS HARRIMAN & CO | 40.0K +13.8K (+52.7%) | 506.9K +155.9K (+44.4%) | 0.04% +0.015 pp | 0.00% +0.001 pp | USD13.15 -3.7% | 8 qtrs — |
| 100 | CAMPBELL & CO INVESTMENT ADVISER LLC | 38.9K -22.1K (-36.3%) | 492.4K -324.8K (-39.7%) | 0.04% -0.023 pp | 0.02% -0.038 pp | USD13.40 -5.4% | 2 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust Small Cap Core AlphaDEX Fund FYX | 0.32% | 4.38M | 0.58% |
| 2 | Federated Hermes MDT Small Cap Core ETF FSCC | 0.28% | 461.6K | 0.51% |
| 3 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.26% | 4.51M | 0.47% |
| 4 | Inspire Small/Mid Cap ETF ISMD | 0.20% | 672.7K | 0.53% |
| 5 | Applied Finance IVS US SMID ETF IVSS | 0.19% | 24.6K | 0.59% |
| 6 | Optimize Strategy Index ETF OPTZ | 0.14% | 339.6K | 0.25% |
| 7 | Dimensional - US Small Cap Value ETF DFSV | 0.11% | 8.68M | 0.30% |
| 8 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.11% | 56.2K | 0.35% |
| 9 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.10% | 11.6K | 0.29% |
| 10 | Vanguard Global Value Factor ETF VVL.TO | 0.08% | 464.3K | 0.38% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-02 | Dozier Michael Joe | Officer | A-Award | A | Restricted Stock Units | 42,700 | 0.00 | — | 42,700 | D | ↗ |
| 2026-03-31 | SWAN MARA E | Director | A-Award | A | Common Stock | 2,226 | 11.79 | 26.2K | 131,124 | D | ↗ |
| 2026-03-31 | Lopez Francisco Jr. | Director | A-Award | A | Common Stock | 2,194 | 11.79 | 25.9K | 96,388 | D | ↗ |
| 2026-03-31 | Cornog William L | Director | A-Award | A | Common Stock | 1,961 | 11.79 | 23.1K | 79,386 | D | ↗ |
| 2026-03-31 | Bomba Jane L Okun | Director | A-Award | A | Common Stock | 2,332 | 11.79 | 27.5K | 134,043 | D | ↗ |
| 2026-03-04 | SWAN MARA E | Director | A-Award | A | Restricted Stock Units | 11,833 | 0.00 | — | 11,833 | D | ↗ |
| 2026-03-04 | Lopez Francisco Jr. | Director | A-Award | A | Restricted Stock Units | 11,833 | 0.00 | — | 11,833 | D | ↗ |
| 2026-03-04 | Cornog William L | Director | A-Award | A | Restricted Stock Units | 11,833 | 0.00 | — | 11,833 | D | ↗ |
| 2026-03-04 | Bomba Jane L Okun | Director | A-Award | A | Restricted Stock Units | 11,833 | 0.00 | — | 11,833 | D | ↗ |
| 2026-03-04 | ABRAHAMSON JAMES R | Director | A-Award | A | Restricted Stock Units | 11,833 | 0.00 | — | 11,833 | D | ↗ |
| 2026-03-02 | SWAN MARA E | Director | M-Exempt | A | Common Stock | 10,894 | 0.00 | — | 128,898 | D | ↗ |
| 2026-03-02 | Lopez Francisco Jr. | Director | M-Exempt | D | Restricted Stock Units | 10,894 | 0.00 | — | 0 | D | ↗ |
| 2026-03-02 | Cornog William L | Director | M-Exempt | D | Restricted Stock Units | 10,894 | 0.00 | — | 0 | D | ↗ |
| 2026-03-02 | Bomba Jane L Okun | Director | M-Exempt | D | Restricted Stock Units | 10,894 | 0.00 | — | 0 | D | ↗ |
| 2026-03-02 | ABRAHAMSON JAMES R | Director | M-Exempt | D | Restricted Stock Units | 10,894 | 0.00 | — | 0 | D | ↗ |
| 2026-02-28 | Jackson Brian Edward | Officer | M-Exempt | D | Restricted Stock Units | 1,863 | 0.00 | — | 5,589 | D | ↗ |
| 2026-02-06 | Cornog William L | Director | P-Purchase | A | Common Stock | 5,000 | 13.46 | 67.3K | 5,000 | I | ↗ |
| 2025-12-31 | SWAN MARA E | Director | A-Award | A | Common Stock | 2,071 | 12.67 | 26.2K | 118,004 | D | ↗ |
| 2025-12-31 | Lopez Francisco Jr. | Director | A-Award | A | Common Stock | 2,042 | 12.67 | 25.9K | 83,300 | D | ↗ |
| 2025-12-31 | Cornog William L | Director | A-Award | A | Common Stock | 1,825 | 12.67 | 23.1K | 66,531 | D | ↗ |
| 2025-12-31 | Bomba Jane L Okun | Director | A-Award | A | Common Stock | 2,170 | 12.67 | 27.5K | 120,817 | D | ↗ |
| 2025-12-02 | Urban Brett Nicholas | Officer | M-Exempt | D | Restricted Stock Units | 7,934 | 0.00 | — | 23,803 | D | ↗ |
| 2025-12-02 | Orders Amanda Marie | Officer | M-Exempt | D | Restricted Stock Units | 4,688 | 0.00 | — | 14,066 | D | ↗ |
| 2025-12-02 | Jackson Brian Edward | Officer | F-InKind | D | Common Stock | 310 | 12.78 | 4.0K | 26,991 | D | ↗ |
| 2025-12-02 | Gottsegen Jonathan Mark | Officer | F-InKind | D | Common Stock | 2,748 | 12.78 | 35.1K | 145,591 | D | ↗ |
| 2025-12-02 | Dozier Michael Joe | Officer | M-Exempt | D | Restricted Stock Units | 3,967 | 0.00 | — | 11,902 | D | ↗ |
| 2025-12-02 | Cornog William L | Director | P-Purchase | A | Common Stock | 10,000 | 12.84 | 128.4K | 30,000 | I | ↗ |
| 2025-12-02 | Asplund Dale A | Officer | M-Exempt | D | Restricted Stock Units | 28,851 | 0.00 | — | 86,556 | D | ↗ |
| 2025-12-01 | Urban Brett Nicholas | Officer | A-Award | A | Restricted Stock Units | 25,862 | 0.00 | — | 25,862 | D | ↗ |
| 2025-12-01 | Orders Amanda Marie | Officer | A-Award | A | Restricted Stock Units | 15,282 | 0.00 | — | 15,282 | D | ↗ |
| 2025-12-01 | Jackson Brian Edward | Officer | A-Award | A | Restricted Stock Units | 4,350 | 0.00 | — | 4,350 | D | ↗ |
| 2025-12-01 | Gottsegen Jonathan Mark | Officer | S-Sale | D | Common Stock | 35,000 | 12.62 | 441.7K | 142,958 | D | ↗ |
| 2025-12-01 | Dozier Michael Joe | Officer | A-Award | A | Restricted Stock Units | 12,931 | 0.00 | — | 12,931 | D | ↗ |
| 2025-12-01 | Asplund Dale A | Officer | A-Award | A | Restricted Stock Units | 94,044 | 0.00 | — | 94,044 | D | ↗ |
| 2025-11-18 | Urban Brett Nicholas | Officer | M-Exempt | A | Common Stock | 8,522 | 0.00 | — | 77,899 | D | ↗ |
| 2025-11-18 | Orders Amanda Marie | Officer | A-Award | A | Common Stock | 40,106 | 0.00 | — | 165,273 | D | ↗ |
| 2025-11-18 | Jackson Brian Edward | Officer | M-Exempt | A | Common Stock | 685 | 0.00 | — | 22,301 | D | ↗ |
| 2025-11-18 | Gottsegen Jonathan Mark | Officer | M-Exempt | A | Common Stock | 12,466 | 0.00 | — | 163,079 | D | ↗ |
| 2025-11-18 | Dozier Michael Joe | Officer | M-Exempt | D | Restricted Stock Units | 8,522 | 0.00 | — | 8,523 | D | ↗ |
| 2025-11-17 | Urban Brett Nicholas | Officer | F-InKind | D | Common Stock | 8,881 | 11.82 | 105.0K | 68,002 | D | ↗ |
| 2025-11-17 | Orders Amanda Marie | Officer | M-Exempt | A | Common Stock | 10,417 | 0.00 | — | 85,385 | D | ↗ |
| 2025-11-17 | Jackson Brian Edward | Officer | M-Exempt | D | Restricted Stock Units | 2,188 | 0.00 | — | 4,375 | D | ↗ |
| 2025-11-17 | Gottsegen Jonathan Mark | Officer | M-Exempt | A | Common Stock | 12,951 | 0.00 | — | 151,024 | D | ↗ |
| 2025-11-17 | Dozier Michael Joe | Officer | M-Exempt | D | Restricted Stock Units | 8,854 | 0.00 | — | 17,708 | D | ↗ |
| 2025-11-17 | Asplund Dale A | Officer | F-InKind | D | Common Stock | 27,327 | 11.82 | 323.0K | 1,035,112 | D | ↗ |
| 2025-10-01 | Asplund Dale A | Officer | M-Exempt | A | Common Stock | 229,455 | 0.00 | — | 1,081,056 | D | ↗ |
| 2025-09-30 | SWAN MARA E | Director | A-Award | A | Common Stock | 1,958 | 13.40 | 26.2K | 115,933 | D | ↗ |
| 2025-09-30 | Lopez Francisco Jr. | Director | A-Award | A | Common Stock | 1,930 | 13.40 | 25.9K | 81,258 | D | ↗ |
| 2025-09-30 | Cornog William L | Director | A-Award | A | Common Stock | 1,725 | 13.40 | 23.1K | 64,706 | D | ↗ |
| 2025-09-30 | Bomba Jane L Okun | Director | A-Award | A | Common Stock | 2,052 | 13.40 | 27.5K | 118,647 | D | ↗ |
| 2025-09-29 | Urban Brett Nicholas | Officer | M-Exempt | D | Restricted Stock Units | 88,607 | 0.00 | — | 0 | D | ↗ |
| 2025-09-29 | Orders Amanda Marie | Officer | M-Exempt | A | Common Stock | 63,291 | 0.00 | — | 101,737 | D | ↗ |
| 2025-09-29 | Gottsegen Jonathan Mark | Officer | M-Exempt | D | Restricted Stock Units | 44,303 | 0.00 | — | 0 | D | ↗ |
| 2025-09-29 | Dozier Michael Joe | Officer | M-Exempt | A | Common Stock | 31,645 | 0.00 | — | 204,894 | D | ↗ |
| 2025-08-26 | Urban Brett Nicholas | Officer | S-Sale | D | Common Stock | 62,619 | 14.54 | 910.5K | 14,212 | D | ↗ |
| 2025-08-25 | Urban Brett Nicholas | Officer | S-Sale | D | Common Stock | 14,800 | 14.66 | 217.0K | 76,831 | D | ↗ |
| 2025-08-25 | Orders Amanda Marie | Officer | S-Sale | D | Common Stock | 70,000 | 14.78 | 1.03M | 38,446 | D | ↗ |
| 2025-06-30 | SWAN MARA E | Director | A-Award | A | Common Stock | 1,576 | 16.65 | 26.2K | 113,975 | D | ↗ |
| 2025-06-30 | Lopez Francisco Jr. | Director | A-Award | A | Common Stock | 1,554 | 16.65 | 25.9K | 79,328 | D | ↗ |
| 2025-06-30 | Cornog William L | Director | A-Award | A | Common Stock | 1,388 | 16.65 | 23.1K | 62,981 | D | ↗ |
| 2025-06-30 | Bomba Jane L Okun | Director | A-Award | A | Common Stock | 1,651 | 16.65 | 27.5K | 116,595 | D | ↗ |
| 2025-06-06 | KKR Group Partnership L.P. | 10% Owner | S-Sale | D | Common Stock | 11,600,000 | 14.40 | 167.04M | 21,533,123 | I | ↗ |
| 2025-06-06 | KKR BrightView Aggregator L.P. | 10% Owner | S-Sale | D | Common Stock | 11,600,000 | 14.40 | 167.04M | 21,533,123 | I | ↗ |
| 2025-03-31 | SWAN MARA E | Director | A-Award | A | Common Stock | 1,849 | 12.84 | 23.7K | 112,399 | D | ↗ |
| 2025-03-31 | Lopez Francisco Jr. | Director | A-Award | A | Common Stock | 1,898 | 12.84 | 24.4K | 77,774 | D | ↗ |
| 2025-03-31 | Cornog William L | Director | A-Award | A | Common Stock | 1,654 | 12.84 | 21.2K | 61,593 | D | ↗ |
| 2025-03-31 | Bomba Jane L Okun | Director | A-Award | A | Common Stock | 1,947 | 12.84 | 25.0K | 114,944 | D | ↗ |
| 2025-03-14 | Barker Kurtis T | Director | P-Purchase | A | Common Stock | 40,000 | 13.25 | 530.0K | 40,000 | D | ↗ |
| 2025-03-05 | SWAN MARA E | Director | A-Award | A | Restricted Stock Units | 10,894 | 0.00 | — | 10,894 | D | ↗ |
| 2025-03-05 | Lopez Francisco Jr. | Director | A-Award | D | Restricted Stock Units | 10,894 | 0.00 | — | 10,894 | D | ↗ |
| 2025-03-05 | Cornog William L | Director | A-Award | A | Restricted Stock Units | 10,894 | 0.00 | — | 10,894 | D | ↗ |
| 2025-03-05 | Bomba Jane L Okun | Director | A-Award | A | Restricted Stock Units | 10,894 | 0.00 | — | 10,894 | D | ↗ |
| 2025-03-05 | ABRAHAMSON JAMES R | Director | A-Award | A | Restricted Stock Units | 10,894 | 0.00 | — | 10,894 | D | ↗ |
| 2025-03-03 | SWAN MARA E | Director | M-Exempt | A | Common Stock | 13,812 | 0.00 | — | 110,550 | D | ↗ |
| 2025-03-03 | Lopez Francisco Jr. | Director | M-Exempt | D | Restricted Stock Units | 13,812 | 0.00 | — | 0 | D | ↗ |
| 2025-03-03 | Cornog William L | Director | M-Exempt | A | Common Stock | 13,812 | 0.00 | — | 59,939 | D | ↗ |
| 2025-03-03 | Bomba Jane L Okun | Director | M-Exempt | D | Restricted Stock Units | 13,812 | 0.00 | — | 0 | D | ↗ |
| 2025-03-03 | ABRAHAMSON JAMES R | Director | M-Exempt | D | Restricted Stock Units | 13,812 | 0.00 | — | 0 | D | ↗ |
| 2025-02-28 | Jackson Brian Edward | Officer | A-Award | A | Restricted Stock Units | 7,452 | 0.00 | — | 7,452 | D | ↗ |
| 2025-02-21 | Cornog William L | Director | P-Purchase | A | Common Stock | 10,000 | 13.50 | 135.0K | 20,000 | I | ↗ |
| 2024-12-31 | SWAN MARA E | Director | A-Award | A | Common Stock | 1,485 | 15.99 | 23.7K | 96,738 | D | ↗ |
| 2024-12-31 | ROEDEL RICHARD | Director | A-Award | A | Common Stock | 1,563 | 15.99 | 25.0K | 33,511 | D | ↗ |
| 2024-12-31 | Lopez Francisco Jr. | Director | A-Award | A | Common Stock | 1,524 | 15.99 | 24.4K | 62,064 | D | ↗ |
| 2024-12-31 | Cornog William L | Director | A-Award | A | Common Stock | 1,328 | 15.99 | 21.2K | 46,127 | D | ↗ |
| 2024-12-31 | Bomba Jane L Okun | Director | A-Award | A | Common Stock | 1,563 | 15.99 | 25.0K | 99,185 | D | ↗ |
| 2024-12-02 | Urban Brett Nicholas | Officer | A-Award | A | Restricted Stock Units | 31,737 | 0.00 | — | 31,737 | D | ↗ |
| 2024-12-02 | Orders Amanda Marie | Officer | A-Award | A | Restricted Stock Units | 18,754 | 0.00 | — | 18,754 | D | ↗ |
| 2024-12-02 | Jackson Brian Edward | Officer | A-Award | A | Restricted Stock Units | 4,328 | 0.00 | — | 4,328 | D | ↗ |
| 2024-12-02 | Gottsegen Jonathan Mark | Officer | A-Award | A | Restricted Stock Units | 21,524 | 0.00 | — | 21,524 | D | ↗ |
| 2024-12-02 | Dozier Michael Joe | Officer | A-Award | A | Restricted Stock Units | 15,869 | 0.00 | — | 15,869 | D | ↗ |
| 2024-12-02 | Asplund Dale A | Officer | A-Award | A | Restricted Stock Units | 115,407 | 0.00 | — | 115,407 | D | ↗ |
| 2024-12-01 | Urban Brett Nicholas | Officer | M-Exempt | D | Restricted Stock Units | 27,493 | 0.00 | — | 0 | D | ↗ |
| 2024-12-01 | Orders Amanda Marie | Officer | M-Exempt | A | Common Stock | 27,493 | 0.00 | — | 120,777 | D | ↗ |
| 2024-12-01 | Gottsegen Jonathan Mark | Officer | M-Exempt | A | Common Stock | 12,463 | 0.00 | — | 116,107 | D | ↗ |
| 2024-12-01 | Dozier Michael Joe | Officer | M-Exempt | D | Restricted Stock Units | 12,463 | 0.00 | — | 0 | D | ↗ |
| 2024-11-19 | Urban Brett Nicholas | Officer | M-Exempt | D | Restricted Stock Units | 1,457 | 0.00 | — | 0 | D | ↗ |
| 2024-11-19 | Orders Amanda Marie | Officer | M-Exempt | D | Restricted Stock Units | 3,175 | 0.00 | — | 0 | D | ↗ |
| 2024-11-19 | Jackson Brian Edward | Officer | M-Exempt | A | Common Stock | 726 | 0.00 | — | 17,983 | D | ↗ |
| 2024-11-19 | Gottsegen Jonathan Mark | Officer | M-Exempt | D | Restricted Stock Units | 6,722 | 0.00 | — | 0 | D | ↗ |
| 2024-11-19 | Dozier Michael Joe | Officer | M-Exempt | D | Restricted Stock Units | 4,082 | 0.00 | — | 0 | D | ↗ |
| 2024-11-18 | Urban Brett Nicholas | Officer | F-InKind | D | Common Stock | 703 | 15.64 | 11.0K | 81,850 | D | ↗ |
| 2024-11-18 | Orders Amanda Marie | Officer | M-Exempt | A | Common Stock | 3,740 | 0.00 | — | 87,682 | D | ↗ |
| 2024-11-18 | Jackson Brian Edward | Officer | F-InKind | D | Common Stock | 330 | 15.64 | 5.2K | 17,257 | D | ↗ |
| 2024-11-18 | Gottsegen Jonathan Mark | Officer | F-InKind | D | Common Stock | 2,236 | 15.64 | 35.0K | 125,067 | D | ↗ |
| 2024-11-18 | Dozier Michael Joe | Officer | M-Exempt | A | Common Stock | 8,523 | 0.00 | — | 167,201 | D | ↗ |
| 2024-11-17 | Urban Brett Nicholas | Officer | M-Exempt | A | Common Stock | 17,361 | 0.00 | — | 80,413 | D | ↗ |
| 2024-11-17 | Orders Amanda Marie | Officer | F-InKind | D | Common Stock | 3,157 | 15.66 | 49.4K | 83,942 | D | ↗ |
| 2024-11-17 | Jackson Brian Edward | Officer | M-Exempt | D | Restricted Stock Units | 2,187 | 0.00 | — | 6,563 | D | ↗ |
| 2024-11-17 | Gottsegen Jonathan Mark | Officer | M-Exempt | A | Common Stock | 12,951 | 0.00 | — | 113,305 | D | ↗ |
| 2024-11-17 | Dozier Michael Joe | Officer | M-Exempt | A | Common Stock | 8,854 | 0.00 | — | 157,223 | D | ↗ |
| 2024-11-17 | Asplund Dale A | Officer | M-Exempt | A | Common Stock | 69,444 | 0.00 | — | 878,928 | D | ↗ |
| 2024-11-15 | Gottsegen Jonathan Mark | Officer | M-Exempt | D | Stock Options (Right to Buy) | 400 | 15.04 | 6.0K | 54,106 | D | ↗ |
| 2024-10-01 | Asplund Dale A | Officer | M-Exempt | A | Common Stock | 229,455 | 0.00 | — | 897,275 | D | ↗ |
| 2024-09-30 | SWAN MARA E | Director | A-Award | A | Common Stock | 1,508 | 15.74 | 23.7K | 95,253 | D | ↗ |
| 2024-09-30 | ROEDEL RICHARD | Director | A-Award | A | Common Stock | 1,588 | 15.74 | 25.0K | 31,948 | D | ↗ |
| 2024-09-30 | Lopez Francisco Jr. | Director | A-Award | A | Common Stock | 1,548 | 15.74 | 24.4K | 60,540 | D | ↗ |
| 2024-09-30 | Cornog William L | Director | A-Award | A | Common Stock | 1,350 | 15.74 | 21.2K | 44,799 | D | ↗ |
| 2024-09-30 | Bomba Jane L Okun | Director | A-Award | A | Common Stock | 1,588 | 15.74 | 25.0K | 97,622 | D | ↗ |
| 2024-06-30 | SWAN MARA E | Director | A-Award | A | Common Stock | 1,785 | 13.30 | 23.7K | 93,745 | — | ↗ |
| 2024-06-30 | ROEDEL RICHARD | Director | A-Award | A | Common Stock | 1,879 | 13.30 | 25.0K | 30,360 | — | ↗ |
| 2024-06-30 | Lopez Francisco Jr. | Director | A-Award | A | Common Stock | 1,832 | 13.30 | 24.4K | 58,992 | — | ↗ |
| 2024-06-30 | Cornog William L | Director | A-Award | A | Common Stock | 1,597 | 13.30 | 21.2K | 43,449 | — | ↗ |
| 2024-06-30 | Bomba Jane L Okun | Director | A-Award | A | Common Stock | 1,879 | 13.30 | 25.0K | 96,034 | — | ↗ |
| 2024-06-01 | Urban Brett Nicholas | Officer | M-Exempt | D | Restricted Stock Units | 27,492 | 0.00 | — | 27,493 | — | ↗ |
| 2024-06-01 | Orders Amanda Marie | Officer | F-InKind | D | Common Stock | 8,195 | 13.81 | 113.2K | 74,851 | — | ↗ |
| 2024-06-01 | Gottsegen Jonathan Mark | Officer | F-InKind | D | Common Stock | 4,494 | 13.81 | 62.1K | 100,354 | — | ↗ |
| 2024-06-01 | Dozier Michael Joe | Officer | M-Exempt | A | Common Stock | 12,463 | 0.00 | — | 149,569 | — | ↗ |
| 2024-05-23 | KKR Group Partnership L.P. | 10% Owner | S-Sale | D | Common Stock | 17,500,000 | 12.48 | 218.40M | 33,133,123 | — | ↗ |
| 2024-05-23 | KKR BrightView Aggregator L.P. | 10% Owner | S-Sale | D | Common Stock | 17,500,000 | 12.48 | 218.40M | 33,133,123 | — | ↗ |
| 2024-05-22 | Jackson Brian Edward | Officer | F-InKind | D | Common Stock | 249 | 13.90 | 3.5K | 11,885 | — | ↗ |
| 2024-05-13 | ROEDEL RICHARD | Director | G-Gift | D | Common Stock | 46,048 | 0.00 | — | 28,481 | — | ↗ |
| 2024-03-31 | SWAN MARA E | Director | A-Award | A | Common Stock | 1,995 | 11.90 | 23.7K | 91,960 | — | ↗ |
| 2024-03-31 | ROEDEL RICHARD | Director | A-Award | A | Common Stock | 2,100 | 11.90 | 25.0K | 74,529 | — | ↗ |
| 2024-03-31 | Lopez Francisco Jr. | Director | A-Award | A | Common Stock | 2,048 | 11.90 | 24.4K | 57,160 | — | ↗ |
| 2024-03-31 | Cornog William L | Director | A-Award | A | Common Stock | 892 | 11.90 | 10.6K | 41,852 | — | ↗ |
| 2024-03-31 | Bomba Jane L Okun | Director | A-Award | A | Common Stock | 2,100 | 11.90 | 25.0K | 94,155 | — | ↗ |
| 2024-03-06 | SWAN MARA E | Director | A-Award | A | Restricted Stock Units | 13,812 | 0.00 | — | 13,812 | — | ↗ |
| 2024-03-06 | ROEDEL RICHARD | Director | A-Award | A | Restricted Stock Units | 13,812 | 0.00 | — | 13,812 | — | ↗ |
| 2024-03-06 | Lopez Francisco Jr. | Director | A-Award | A | Restricted Stock Units | 13,812 | 0.00 | — | 13,812 | — | ↗ |
| 2024-03-06 | Cornog William L | Director | A-Award | A | Restricted Stock Units | 13,812 | 0.00 | — | 13,812 | — | ↗ |
| 2024-03-06 | Bomba Jane L Okun | Director | A-Award | A | Restricted Stock Units | 13,812 | 0.00 | — | 13,812 | — | ↗ |
| 2024-03-06 | ABRAHAMSON JAMES R | Director | A-Award | A | Restricted Stock Units | 13,812 | 0.00 | — | 13,812 | — | ↗ |
| 2024-03-04 | SWAN MARA E | Director | M-Exempt | A | Common Stock | 17,111 | 0.00 | — | 89,965 | — | ↗ |
| 2024-03-04 | ROEDEL RICHARD | Director | M-Exempt | D | Restricted Stock Units | 17,111 | 0.00 | — | 0 | — | ↗ |
| 2024-03-04 | Lopez Francisco Jr. | Director | M-Exempt | D | Restricted Stock Units | 17,111 | 0.00 | — | 0 | — | ↗ |
| 2024-03-04 | Cornog William L | Director | M-Exempt | D | Restricted Stock Units | 17,111 | 0.00 | — | 0 | — | ↗ |
| 2024-03-04 | Bomba Jane L Okun | Director | M-Exempt | D | Restricted Stock Units | 17,111 | 0.00 | — | 0 | — | ↗ |
| 2024-03-04 | ABRAHAMSON JAMES R | Director | M-Exempt | A | Common Stock | 17,111 | 0.00 | — | 256,076 | — | ↗ |
| 2023-12-31 | SWAN MARA E | Director | A-Award | A | Common Stock | 2,820 | 8.42 | 23.7K | 72,854 | — | ↗ |
| 2023-12-31 | ROEDEL RICHARD | Director | A-Award | A | Common Stock | 2,969 | 8.42 | 25.0K | 55,318 | — | ↗ |
| 2023-12-31 | Lopez Francisco Jr. | Director | A-Award | A | Common Stock | 2,894 | 8.42 | 24.4K | 38,001 | — | ↗ |
| 2023-12-31 | Cornog William L | Director | A-Award | A | Common Stock | 1,261 | 8.42 | 10.6K | 23,849 | — | ↗ |
| 2023-12-31 | Bomba Jane L Okun | Director | A-Award | A | Common Stock | 2,969 | 8.42 | 25.0K | 74,944 | — | ↗ |
| 2023-11-30 | DONNELLY THOMAS C | Officer | P-Purchase | A | Common Stock | 1,000 | 7.67 | 7.7K | 227,711 | — | ↗ |
| 2023-11-22 | Urban Brett Nicholas | Officer | M-Exempt | D | Restricted Stock Units | 1,049 | 0.00 | — | 0 | — | ↗ |
| 2023-11-22 | Orders Amanda Marie | Officer | M-Exempt | D | Restricted Stock Units | 2,332 | 0.00 | — | 0 | — | ↗ |
| 2023-11-22 | Gottsegen Jonathan Mark | Officer | M-Exempt | D | Restricted Stock Units | 8,313 | 0.00 | — | 0 | — | ↗ |
| 2023-11-22 | Gollotto Jamie C. | Officer | M-Exempt | D | Restricted Stock Units | 1,254 | 0.00 | — | 0 | — | ↗ |
| 2023-11-22 | Dozier Michael Joe | Officer | F-InKind | D | Common Stock | 869 | 7.33 | 6.4K | 137,106 | — | ↗ |
| 2023-11-22 | DONNELLY THOMAS C | Officer | M-Exempt | D | Restricted Stock Units | 4,130 | 0.00 | — | 0 | — | ↗ |
| 2023-11-20 | Gottsegen Jonathan Mark | Officer | S-Sale | D | Common Stock | 59,403 | 7.34 | 436.0K | 87,070 | — | ↗ |
| 2023-11-20 | Cornog William L | Director | P-Purchase | A | Common Stock | 10,000 | 7.34 | 73.4K | 10,000 | — | ↗ |
| 2023-11-19 | Urban Brett Nicholas | Officer | F-InKind | D | Common Stock | 457 | 7.20 | 3.3K | 42,056 | — | ↗ |
| 2023-11-19 | Orders Amanda Marie | Officer | M-Exempt | A | Common Stock | 3,175 | 0.00 | — | 54,867 | — | ↗ |
| 2023-11-19 | Jackson Brian Edward | Officer | M-Exempt | A | Common Stock | 726 | 0.00 | — | 11,649 | — | ↗ |
| 2023-11-19 | Gottsegen Jonathan Mark | Officer | M-Exempt | D | Restricted Stock Units | 6,722 | 0.00 | — | 6,722 | — | ↗ |
| 2023-11-19 | Gollotto Jamie C. | Officer | F-InKind | D | Common Stock | 1,174 | 7.20 | 8.5K | 76,019 | — | ↗ |
| 2023-11-19 | Dozier Michael Joe | Officer | F-InKind | D | Common Stock | 1,229 | 7.20 | 8.8K | 135,088 | — | ↗ |
| 2023-11-19 | DONNELLY THOMAS C | Officer | M-Exempt | A | Common Stock | 5,062 | 0.00 | — | 222,581 | — | ↗ |
| 2023-11-18 | Urban Brett Nicholas | Officer | M-Exempt | D | Restricted Stock Units | 15,374 | 0.00 | — | 0 | — | ↗ |
| 2023-11-18 | Orders Amanda Marie | Officer | A-Award | A | Restricted Stock Units | 41,666 | 0.00 | — | 41,666 | — | ↗ |
| 2023-11-18 | Jackson Brian Edward | Officer | M-Exempt | A | Common Stock | 1,153 | 0.00 | — | 11,548 | — | ↗ |
| 2023-11-18 | Gottsegen Jonathan Mark | Officer | M-Exempt | A | Common Stock | 67,513 | 0.00 | — | 173,249 | — | ↗ |
| 2023-11-18 | Gollotto Jamie C. | Officer | M-Exempt | A | Common Stock | 4,089 | 0.00 | — | 54,314 | — | ↗ |
| 2023-11-18 | Dozier Michael Joe | Officer | M-Exempt | D | Restricted Stock Units | 4,089 | 0.00 | — | 8,178 | — | ↗ |
| 2023-11-18 | DONNELLY THOMAS C | Officer | M-Exempt | A | Common Stock | 20,053 | 0.00 | — | 217,519 | — | ↗ |
| 2023-11-17 | Urban Brett Nicholas | Officer | A-Award | A | Restricted Stock Units | 69,444 | 0.00 | — | 69,444 | — | ↗ |
| 2023-11-17 | Jackson Brian Edward | Officer | A-Award | A | Restricted Stock Units | 8,750 | 0.00 | — | 8,750 | — | ↗ |
| 2023-11-17 | Gottsegen Jonathan Mark | Officer | A-Award | A | Restricted Stock Units | 51,805 | 0.00 | — | 51,805 | — | ↗ |
| 2023-11-17 | Gollotto Jamie C. | Officer | A-Award | A | Restricted Stock Units | 35,416 | 0.00 | — | 35,416 | — | ↗ |
| 2023-11-17 | Dozier Michael Joe | Officer | A-Award | A | Restricted Stock Units | 35,416 | 0.00 | — | 35,416 | — | ↗ |
| 2023-11-17 | DONNELLY THOMAS C | Officer | A-Award | A | Restricted Stock Units | 39,583 | 0.00 | — | 39,583 | — | ↗ |
| 2023-11-17 | Asplund Dale A | Officer | A-Award | A | Restricted Stock Units | 277,777 | 0.00 | — | 277,777 | — | ↗ |
| 2023-10-01 | Asplund Dale A | Officer | A-Award | A | Restricted Stock Units | 917,820 | 0.00 | — | 917,820 | — | ↗ |
| 2023-09-30 | SWAN MARA E | Director | A-Award | A | Common Stock | 3,064 | 7.75 | 23.7K | 70,034 | — | ↗ |
| 2023-09-30 | ROEDEL RICHARD | Director | A-Award | A | Common Stock | 3,225 | 7.75 | 25.0K | 52,349 | — | ↗ |
| 2023-09-30 | Lopez Francisco Jr. | Director | A-Award | A | Common Stock | 3,145 | 7.75 | 24.4K | 35,107 | — | ↗ |
| 2023-09-30 | Cornog William L | Director | A-Award | A | Common Stock | 1,370 | 7.75 | 10.6K | 22,588 | — | ↗ |
| 2023-09-30 | Bomba Jane L Okun | Director | A-Award | A | Common Stock | 3,225 | 7.75 | 25.0K | 71,975 | — | ↗ |
| 2023-09-30 | ABRAHAMSON JAMES R | Director | F-InKind | D | Common Stock | 112,465 | 7.75 | 871.6K | 238,965 | — | ↗ |
| 2023-08-30 | ABRAHAMSON JAMES R | Director / Officer | A-Award | A | Restricted Stock Units | 58,548 | 0.00 | — | 256,665 | — | ↗ |
| 2023-08-28 | Goldman Joshua D | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-08-28 | Birch-OR Equity Holdings, LLC | Director / 10% Owner | — | I | Series A Convertible Preferred Stock | 52,966,100 | 9.44 | 500.00M | 0 | — | ↗ |
| 2023-08-28 | Barker Kurtis T | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-12 | Jackson Brian Edward | Officer | — | D | Common Stock | 0 | 0.00 | — | 7,210 | — | ↗ |
| 2023-06-30 | SWAN MARA E | Director | A-Award | A | Common Stock | 3,307 | 7.18 | 23.7K | 66,970 | — | ↗ |
| 2023-06-30 | ROEDEL RICHARD | Director | A-Award | A | Common Stock | 3,481 | 7.18 | 25.0K | 49,124 | — | ↗ |
| 2023-06-30 | Lopez Francisco Jr. | Director | A-Award | A | Common Stock | 3,335 | 7.18 | 23.9K | 31,962 | — | ↗ |
| 2023-06-30 | Cornog William L | Director | A-Award | A | Common Stock | 1,479 | 7.18 | 10.6K | 21,218 | — | ↗ |
| 2023-06-30 | Bomba Jane L Okun | Director | A-Award | A | Common Stock | 3,481 | 7.18 | 25.0K | 68,750 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Dale Asplund President and CEO | 950.0K | — | 4.00M | — | 1.38M | 48.9K | 6.38M | 62.68% | ↗ |
| 2 | 2025 | Brett Urban Executive Vice President, CFO | 550.0K | 62.5K | 1.10M | — | 523.6K | 20.9K | 2.26M | 48.74% | ↗ |
| 3 | 2025 | Jonathan Gottsegen Executive Vice President, Chief Legal Officer and Corporate Secretary | 553.0K | 40.0K | 746.0K | — | 464.5K | 30.4K | 1.83M | 40.68% | ↗ |
| 4 | 2025 | Amanda Orders Executive Vice President, CHRO | 450.0K | 62.5K | 650.0K | — | 428.4K | 22.1K | 1.61M | 40.30% | ↗ |
| 5 | 2025 | Michael Dozier Executive Vice President, Chief Commercial Officer | 425.0K | 40.0K | 550.0K | — | 404.6K | 19.9K | 1.44M | 38.21% | ↗ |
| 6 | 2024 | Dale Asplund President and CEO | 950.0K | 500.0K | 13.05M | — | 1.24M | 39.7K | 15.78M | 82.73% | ↗ |
| 7 | 2024 | Brett Urban Executive Vice President, CFO | 525.0K | 62.5K | 1,000.0K | — | 446.3K | 19.8K | 2.05M | 48.70% | ↗ |
| 8 | 2024 | Jonathan Gottsegen Executive Vice President, Chief Legal Officer and Corporate Secretary | 553.0K | 40.0K | 746.0K | — | 414.8K | 32.1K | 1.79M | 41.77% | ↗ |
| 9 | 2024 | Amanda Orders Executive Vice President, CHRO | 450.0K | 62.5K | 600.0K | — | 382.5K | 20.6K | 1.52M | 39.59% | ↗ |
| 10 | 2024 | Michael Dozier Executive Vice President, Chief Commercial Officer | 425.0K | 40.0K | 510.0K | — | 361.3K | 18.5K | 1.35M | 37.64% | ↗ |
| 11 | 2023 | Andrew Masterman Former President and CEO | 633.3K | — | 5.73M | — | 1.54M | 372.5K | 8.28M | 69.21% | ↗ |
| 12 | 2023 | Jonathan Gottsegen Executive Vice President, Chief Legal Officer and Corporate Secretary | 553.0K | — | 1.42M | — | 481.1K | 41.9K | 2.50M | 56.91% | ↗ |
| 13 | 2023 | Amanda Orders Executive Vice President, CHRO | 425.0K | — | 1.55M | — | 369.8K | 18.2K | 2.37M | 65.67% | ↗ |
| 14 | 2023 | Amanda Orders CHRO | 425.0K | — | 1.55M | — | 369.8K | 18.2K | 2.37M | 65.67% | ↗ |
| 15 | 2023 | James Abrahamson President and CEO | 400.0K | — | 1.82M | — | — | 65.1K | 2.29M | 79.65% | ↗ |
| 16 | 2023 | Brett Urban Executive Vice President, CFO | 450.0K | — | 1,000.0K | — | 391.5K | 18.9K | 1.86M | 53.75% | ↗ |
| 17 | 2023 | Jamie Gollotto Divisional President, Seasonal | 425.0K | — | 1.14M | — | 176.3K | 21.6K | 1.77M | 64.77% | ↗ |
| 18 | 2022 | Andrew Masterman Former President and CEO | 900.0K | 521.0K | 6.75M | 1.75M | 485.1K | 42.6K | 10.45M | 81.35% | ↗ |
| 19 | 2022 | Andrew Masterman President and CEO | 900.0K | 521.0K | 6.75M | 1.75M | 485.1K | 42.6K | 10.45M | 81.35% | ↗ |
| 20 | 2022 | Jonathan Gottsegen Executive Vice President, Chief Legal Officer and Corporate Secretary | 553.0K | — | 723.0K | 373.0K | 138.4K | 35.3K | 1.82M | 60.13% | ↗ |
| 21 | 2022 | John Feenan Executive Vice President, CFO | 665.0K | — | 449.0K | 449.0K | 192.0K | 34.1K | 1.79M | 50.19% | ↗ |
| 22 | 2022 | Thomas Donnelly President, Landscape Development | 475.0K | — | 635.0K | 285.0K | 192.4K | 23.4K | 1.61M | 57.12% | ↗ |
| 23 | 2022 | Amanda Orders CHRO | 375.0K | — | 725.0K | 225.0K | 86.6K | 6.2K | 1.42M | 67.00% | ↗ |
| 24 | 2022 | Amanda Orders Executive Vice President, CHRO | 375.0K | — | 725.0K | 225.0K | 86.6K | 6.2K | 1.42M | 67.00% | ↗ |
| 25 | 2021 | Andrew Masterman President and CEO | 850.0K | — | 1.50M | 1.50M | 1.83M | 30.8K | 5.71M | 52.51% | ↗ |
| 26 | 2021 | Andrew Masterman Former President and CEO | 850.0K | — | 1.50M | 1.50M | 1.83M | 30.8K | 5.71M | 52.51% | ↗ |
| 27 | 2021 | John Feenan Executive Vice President, CFO | 650.0K | — | 440.0K | 440.0K | 750.8K | 21.9K | 2.30M | 38.22% | ↗ |
| 28 | 2021 | Jonathan Gottsegen Executive Vice President, Chief Legal Officer and Corporate Secretary | 540.0K | — | 370.5K | 370.5K | 540.5K | 15.7K | 1.84M | 40.33% | ↗ |
| 29 | 2021 | Jeffrey Herold President, Landscape Management | 485.0K | — | 291.0K | 291.0K | 560.2K | 11.7K | 1.64M | 35.51% | ↗ |
| 30 | 2021 | Thomas Donnelly President, Landscape Development | 465.0K | — | 279.0K | 279.0K | 537.1K | 11.3K | 1.57M | 35.51% | ↗ |
| 31 | 2020 | Andrew Masterman President and CEO | 850.0K | — | 1.54M | 1.42M | 748.0K | 11.7K | 4.58M | 64.83% | ↗ |
| 32 | 2020 | John Feenan Executive Vice President, CFO | 650.0K | — | 507.5K | 440.0K | 390.0K | 10.5K | 2.00M | 47.42% | ↗ |
| 33 | 2020 | Jonathan Gottsegen Executive Vice President, Chief Legal Officer and Corporate Secretary | 540.0K | — | 395.9K | 351.0K | 280.8K | 21.5K | 1.59M | 47.00% | ↗ |
| 34 | 2020 | Jeffrey Herold President, Landscape Management | 485.0K | — | 341.4K | 291.0K | 291.0K | 9.4K | 1.42M | 44.60% | ↗ |
| 35 | 2020 | Thomas Donnelly President, Landscape Development | 465.0K | — | 327.3K | 279.0K | 279.0K | 9.2K | 1.36M | 44.60% | ↗ |
| 36 | 2019 | Andrew Masterman President and CEO | 850.0K | — | 1.37M | 1.40M | 229.1K | 11.6K | 3.86M | 71.77% | ↗ |
| 37 | 2019 | John Feenan Executive Vice President, CFO | 650.0K | — | 390.0K | 396.3K | 131.4K | 11.5K | 1.58M | 49.79% | ↗ |
| 38 | 2019 | Jonathan Gottsegen Executive Vice President, Chief Legal Officer and Corporate Secretary | 540.0K | — | 323.9K | 329.2K | 87.3K | 33.4K | 1.31M | 49.71% | ↗ |
| 39 | 2019 | Jeffrey Herold President, Landscape Management | 485.0K | — | 291.0K | 290.9K | 98.0K | 11.3K | 1.18M | 49.47% | ↗ |
| 40 | 2019 | Thomas Donnelly President, Landscape Development | 465.0K | — | 279.0K | 279.0K | 94.0K | 11.4K | 1.13M | 49.45% | ↗ |
| 41 | 2018 | Andrew Masterman President and CEO | 850.0K | — | 148.8K | 9.93M | 1.10M | 11.0K | 12.04M | 83.70% | ↗ |
| 42 | 2018 | Andrew Masterman President and Chief Executive Officer | 850.0K | — | 148.8K | 9.93M | 1.10M | 11.0K | 10.94M | 92.14% | ↗ |
| 43 | 2018 | John Feenan Executive Vice President, CFO | 650.0K | — | 148.8K | 3.94M | 631.5K | 11.0K | 5.38M | 76.00% | ↗ |
| 44 | 2018 | John Feenan Executive Vice President and Chief Financial Officer | 650.0K | — | 148.8K | 3.94M | 631.5K | 11.0K | 4.74M | 86.29% | ↗ |
| 45 | 2018 | Jonathan Gottsegen Executive Vice President, Chief Legal Officer and Corporate Secretary | 540.0K | — | — | 1.82M | 419.7K | 30.3K | 2.81M | 64.72% | ↗ |
| 46 | 2018 | Jeffrey Herold President, Landscape Management | 485.0K | — | — | 1.67M | 471.2K | 11.0K | 2.64M | 63.34% | ↗ |
| 47 | 2018 | Thomas Donnelly President, Landscape Development | 465.0K | — | — | 1.35M | 451.7K | 2.1K | 2.27M | 59.44% | ↗ |
| 48 | 2017 | Andrew Masterman President and Chief Executive Officer | 635.8K | — | — | — | 883.7K | 6.8K | 1.53M | 0.00% | ↗ |
| 49 | 2017 | Andrew Masterman President and CEO | 635.8K | — | — | — | 883.7K | 6.8K | 1.53M | 0.00% | ↗ |
| 50 | 2017 | John Feenan Executive Vice President and Chief Financial Officer | 486.2K | — | — | — | 506.8K | 143.6K | 1.14M | 0.00% | ↗ |
| 51 | 2017 | John Feenan Executive Vice President, CFO | 486.2K | — | — | — | 506.8K | 143.6K | 1.14M | 0.00% | ↗ |
| 52 | 2017 | Jonathan Gottsegen Executive Vice President, Chief Legal Officer and Corporate Secretary | 403.9K | — | — | — | 336.8K | 11.5K | 752.2K | 0.00% | ↗ |
| 53 | 2017 | Jeffrey Herold President, Landscape Management | 344.7K | — | — | — | 378.2K | 6.8K | 729.6K | 0.00% | ↗ |
| 54 | 2017 | Thomas Donnelly President, Landscape Development | 347.8K | — | — | — | 362.6K | — | 710.4K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Dale A. Asplund | President, Chief Executive Officer & Director | 2M | male |
| Brett Urban | Executive VP & CFO | 1M | male |
| Jonathan Gottsegen | Executive Vice President, Chief Legal Officer & Corporate Secretary | 1M | male |
| Amanda Marie Orders | Executive Vice President & Chief Human Resources Officer | 963.0K | female |
| Michael Joe Dozier | Executive Vice President & Chief Commercial Officer | 889.5K | male |
| Todd Chesnut | Senior Vice President of Operations - Southeast Region | — | — |
| Vince Germann | Senior Vice President of Sales | — | — |
| Brian Jackson | Vice President, Chief Accounting Officer & Corporate Controller | — | male |
| Chris Stoczko | Vice President of Finance | — | — |
| Enrico Marogna | Senior Vice President of Southwest Region | — | — |
| Ray Nobile | Senior Vice President of Operations Northeast Region | — | — |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2018-12-02 | 2019-01-14 | Thomas J. Rooney | Fl17 | — | Sale (Full) | $15,001 - $50,000 | ↗ |
| 2018-11-21 | 2018-12-12 | Thomas J. Rooney | Fl17 | — | Sale (Partial) | $15,001 - $50,000 | ↗ |
| 2018-10-23 | 2018-11-09 | Thomas J. Rooney | Fl17 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2018-09-20 | 2018-10-13 | Thomas J. Rooney | Fl17 | — | Purchase | $50,001 - $100,000 | ↗ |
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Community Opinion for BV
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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