Subscribe

Churchill Capital Corp IX Ordinary Shares (CCIX)

USD10.86 -0.01 (-0.09%)
US NASDAQ Financial Services Shell Companies
Address 640 Fifth Avenue 10019
New York City, NY, US
CEO Michael S. Klein
IPO 2007-03-01
CIK 2006291 ISIN KYG213011094

Explore sections of this company profile

Also trades on NASDAQ Global Market · CCIX (USD) NASDAQ Global Market · CCIXU (USD) NASDAQ Global Market · CCIXW (USD)
Description

Churchill Capital Corp IX currently operates without any significant business activities or ongoing operations. Its core mission is centered on identifying and executing a strategic corporate combination with one or more target entities. This could take various forms, such as a merger, an acquisition of assets or shares, a corporate reorganization, or another similar business transaction. The company was established in 2023 and is headquartered in New York, New York.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD10.86 -0.01 (-0.09%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
165.2K
Beta
-0.05
Float Shares
35.76M
Free Float %
97.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.09% +0.00% -0.09% +1.41% +1.32% +1.41% -2.71% +7.48% +7.48% +7.48% +7.48%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
10.86
DCF (Unlevered) 0.00 -100.0%
DCF (Levered) 0.00 -100.0%

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.

Quality scores
Altman Z-Score
20.57
Safe zone
Piotroski F-Score
2 / 9
Weak
MOAT Score
3 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
2 / 5
Medium
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Shell Companies: +20.6%
  • EPS growth Shell Companies: -12.3%
    -30.3% Q1'26: -44.9% (vs Q1'25)
  • FCF margin FCF growth · Shell Companies: +8.7%
  • EBIT margin Shell Companies: +0.0%
  • ROIC Shell Companies: +0.0%
    -1.3% Q1'26: +42.3% (vs Q1'25)
  • Share dilution Shell Companies: -10.2%
    +0.0% Q1'26: +0.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Shell Companies: 0.00×
    0.00× Q1'26: -0.11× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (-0.05) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 0.00 Current price: 10.86
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C+ 2/5 2/5 2/5 5/5 1/5 1/5 2/5
2026-05-08 C+ 2/5 2/5 2/5 5/5 1/5 1/5 2/5
2026-05-07 C+ 2/5 2/5 2/5 5/5 1/5 1/5 2/5
2026-05-06 C+ 2/5 2/5 2/5 5/5 1/5 1/5 2/5
2026-05-05 C+ 2/5 2/5 2/5 5/5 1/5 1/5 2/5
2026-05-04 C+ 2/5 2/5 2/5 5/5 1/5 1/5 2/5
2026-05-01 C+ 2/5 2/5 2/5 5/5 1/5 1/5 2/5
2026-04-30 C+ 2/5 2/5 2/5 5/5 1/5 1/5 2/5
2026-04-29 C+ 2/5 2/5 2/5 5/5 1/5 1/5 2/5
2026-04-28 C+ 2/5 2/5 2/5 5/5 1/5 1/5 2/5
2026-04-27 C+ 2/5 2/5 2/5 5/5 1/5 1/5 2/5
2026-04-24 B- 2/5 3/5 2/5 5/5 1/5 1/5 2/5
2026-04-23 B- 2/5 3/5 2/5 5/5 1/5 1/5 2/5
2026-04-22 B- 2/5 3/5 2/5 5/5 1/5 1/5 2/5
2026-04-21 B- 2/5 3/5 2/5 5/5 1/5 1/5 2/5
2026-04-20 B- 2/5 3/5 2/5 5/5 1/5 1/5 2/5
2026-04-17 B- 3/5 3/5 2/5 5/5 1/5 1/5 3/5
2026-04-16 B- 3/5 3/5 2/5 5/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history)

Owner's Earnings history not available.

Owner alignment
Owner's Earnings TTM
OE per share TTM
Owner's Yield
Maintenance CapEx ratio
Maint CapEx / Avg PPE

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
7
Total invested
23.12M
Insider transactions (90d)
0
Beneficial owners (>5%)
23
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Churchill Sponsor IX LLC 7.91M 21.60% 7.91M 7.91M OO 2024-05-13
2 M. Klein Associates, Inc. 7.91M 21.60% 7.91M 7.91M OO 2024-05-13
3 Michael Klein 7.91M 21.60% 7.91M 7.91M IN 2024-05-13
4 Fort Baker Capital Management LP 2.87M 9.75% 2.87M 2.87M IA DELAWARE 2024-11-14
5 Fort Baker Capital, LLC 2.87M 9.75% 2.87M 2.87M HC DELAWARE 2024-11-14
6 Steven Patrick Pigott 2.87M 9.75% 2.87M 2.87M IN DELAWARE 2024-11-14
7 DAVID J. SNYDERMAN 2.45M 8.31% 2.45M HC, IN Delaware 2024-11-06
8 MAGNETAR CAPITAL PARTNERS LP 2.45M 8.31% 2.45M HC, PN Delaware 2024-11-06
9 MAGNETAR FINANCIAL LLC 2.45M 8.31% 2.45M IA, OO Delaware 2024-11-06
10 SUPERNOVA MANAGEMENT LLC 2.45M 8.31% 2.45M HC, OO Delaware 2024-11-06
11 Sculptor Capital Holding Corp. 1.90M 5.96% 1.90M 1.90M CO 2024-05-07
12 Sculptor Capital LP 1.90M 5.96% 1.90M 1.90M IA 2024-05-07
13 Sculptor Capital Management, Inc. 1.90M 5.96% 1.90M 1.90M CO 2024-05-07
14 Sculptor Master Fund, Ltd. 1.90M 5.96% 1.90M 1.90M CO 2024-05-07
15 Sculptor Special Funding, LP 1.90M 5.96% 1.90M 1.90M CO 2024-05-07
16 MM Asset Management Inc. 1.75M 6.10% 1.75M 1.75M CO Ontario, Canada 2024-05-13
17 MMCAP International Inc. SPC 1.75M 6.10% 1.75M 1.75M CO Ontario, Canada 2024-05-13
18 Amos Meron 1.75M 5.94% 1.75M 1.75M HC, IN Delaware 2024-11-14
19 Empyrean Capital Partners, LP 1.75M 5.94% 1.75M 1.75M IA, PN Delaware 2024-11-14
20 Aristeia Capital, L.L.C. 1.60M 5.43% 1.60M 1.60M IA, OO Delaware 2024-11-14
21 Israel A. Englander 1.20M 4.10% 1.20M 1.20M IN Delaware 2024-05-09
22 Millennium Group Management LLC 1.20M 4.10% 1.20M 1.20M OO Delaware 2024-05-09
23 Millennium Management LLC 1.20M 4.10% 1.20M 1.20M OO Delaware 2024-05-09

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
7
-52 vs prev Q
New positions
1
Closed positions
53
Increased
2
Reduced
1
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
1 280.9K +280.9K (+100.0%) 2.99B +3.0B (+100.0%) 0.77% +0.766 pp 0.51% +0.514 pp USD10.63 +0.0% 1 qtrs NEW
2 FORT BAKER CAPITAL MANAGEMENT LP 2.83M +— (+0.0%) 30.12M +425.0K (+1.4%) 9.85% +2.127 pp 3.29% -1.411 pp USD10.11 +5.1% 7 qtrs
3 TENOR CAPITAL MANAGEMENT CO., L.P. 2.70M +1.3M (+88.0%) 28.72M +13.7M (+90.7%) 9.40% +5.478 pp 0.40% +0.207 pp USD10.52 +1.0% 7 qtrs
4 EMPYREAN CAPITAL PARTNERS, LP 2.63M +— (+0.0%) 27.99M +395.0K (+1.4%) 7.18% +0.000 pp 0.98% -0.133 pp USD10.30 +3.2% 5 qtrs
5 MAGNETAR FINANCIAL LLC 1.84M -19.4K (-1.0%) 19.60M +72.9K (+0.4%) 5.03% -0.053 pp 0.19% +0.074 pp USD10.52 +1.0% 3 qtrs
6 ALBERTA INVESTMENT MANAGEMENT CORP 1.50M +— (+0.0%) 15.95M +225.0K (+1.4%) 4.09% +0.000 pp 0.09% -0.018 pp USD10.52 +1.0% 3 qtrs
7 MMCAP INTERNATIONAL INC. SPC 1.35M +— (+0.0%) 14.35M +202.5K (+1.4%) 3.68% +0.000 pp 1.43% -0.211 pp USD10.02 +6.1% 6 qtrs
8 ARISTEIA CAPITAL LLC 1.26M +— (+0.0%) 13.41M +189.2K (+1.4%) 3.44% +0.000 pp 0.29% -0.019 pp USD10.02 +6.1% 7 qtrs
9 D. E. SHAW & CO., INC. 1.23M +— (+0.0%) 13.08M +184.6K (+1.4%) 4.28% +0.924 pp 0.01% 0.000 pp USD10.12 +5.0% 6 qtrs
10 LINDEN ADVISORS LP 1.15M +— (+0.0%) 12.22M +172.5K (+1.4%) 4.00% +0.863 pp 0.08% -0.005 pp USD10.44 +1.8% 5 qtrs
11 MOORE CAPITAL MANAGEMENT, LP 1.00M +— (+0.0%) 10.63M +150.0K (+1.4%) 2.73% +0.000 pp 0.15% +0.009 pp USD10.02 +6.1% 7 qtrs
12 METEORA CAPITAL, LLC 949.7K +281.6K (+42.2%) 10.09M +3.1M (+44.2%) 2.59% +0.768 pp 0.84% +0.104 pp USD10.54 +0.9% 3 qtrs
13 BERKLEY W R CORP 936.2K +896.2K (+2,241.9%) 9.95M +9.5M (+2,275.4%) 3.26% +3.147 pp 0.47% +0.444 pp USD10.63 +0.0% 4 qtrs
14 PICTON MAHONEY ASSET MANAGEMENT 898.3K -164.2K (-15.5%) 9.55M -1.6M (-14.3%) 2.45% -0.448 pp 0.07% -0.027 pp USD10.34 +2.8% 5 qtrs
15 GOLDMAN SACHS GROUP INC 528.0K +— (+0.0%) 5.61M +79.2K (+1.4%) 1.44% +0.000 pp 0.00% +0.000 pp USD10.35 +2.7% 6 qtrs
16 POLAR ASSET MANAGEMENT PARTNERS INC. 506.2K +— (+0.0%) 5.38M +75.9K (+1.4%) 1.38% +0.000 pp 0.07% +0.009 pp USD10.02 +6.1% 6 qtrs
17 RIVERPARK ADVISORS, LLC 449.1K +449.1K (+100.0%) 4.77M +4.8M (+100.0%) 1.56% +1.562 pp 1.37% +1.373 pp USD10.63 +0.0% 1 qtrs NEW
18 SCULPTOR CAPITAL LP 400.0K -111.5K (-21.8%) 4.25M -1.1M (-20.7%) 1.39% -0.004 pp 0.04% -0.020 pp USD10.03 +6.0% 7 qtrs
19 GHISALLO CAPITAL MANAGEMENT LLC 400.0K +— (+0.0%) 4.25M +60.0K (+1.4%) 1.09% +0.000 pp 0.19% +0.053 pp USD10.02 +6.1% 6 qtrs
20 BCK CAPITAL MANAGEMENT LP 380.0K +243.1K (+177.6%) 4.04M +2.6M (+181.6%) 1.32% +0.948 pp 17.77% +16.239 pp USD10.59 +0.4% 3 qtrs
21 AQR ARBITRAGE LLC 352.6K +— (+0.0%) 3.75M +52.9K (+1.4%) 0.96% +0.000 pp 0.08% -0.015 pp USD10.16 +4.6% 7 qtrs
22 VERITION FUND MANAGEMENT LLC 272.0K +23.7K (+9.5%) 2.89M +288.7K (+11.1%) 0.95% +0.269 pp 0.01% +0.001 pp USD10.17 +4.5% 6 qtrs
23 DLD ASSET MANAGEMENT, LP 260.9K -168.4K (-39.2%) 2.77M -1.7M (-38.4%) 0.71% -0.459 pp 0.21% -0.031 pp USD10.44 +1.8% 5 qtrs
24 GABELLI FUNDS LLC 250.4K -24.5K (-8.9%) 2.66M -219.2K (-7.6%) 0.87% +0.121 pp 0.02% -0.002 pp USD10.56 +0.7% 6 qtrs
25 CITIGROUP INC 250.0K -12.5K (-4.8%) 2.66M -93.5K (-3.4%) 0.87% +0.154 pp 0.00% 0.000 pp USD10.52 +1.0% 3 qtrs
26 GABELLI & CO INVESTMENT ADVISERS, INC. 249.7K -59.1K (-19.1%) 2.65M -581.9K (-18.0%) 0.87% +0.026 pp 0.40% -0.120 pp USD10.79 -1.5% 4 qtrs
27 SHAOLIN CAPITAL MANAGEMENT LLC 200.0K -150.0K (-42.9%) 2.13M -1.5M (-42.0%) 0.70% -0.259 pp 0.07% -0.093 pp USD10.50 +1.2% 7 qtrs
28 UBS OCONNOR LLC 199.3K -50.7K (-20.3%) 2.12M -501.7K (-19.1%) 0.69% +0.011 pp 0.23% +0.113 pp USD10.52 +1.0% 3 qtrs
29 GRITSTONE ASSET MANAGEMENT LLC 186.6K -260.0K (-58.2%) 1.98M -2.7M (-57.6%) 0.65% -0.569 pp 1.89% -2.921 pp USD10.30 +3.2% 5 qtrs
30 PERISCOPE CAPITAL INC. 175.0K -100.0K (-36.4%) 1.86M -1.0M (-35.5%) 0.61% -0.141 pp 0.21% -0.246 pp USD10.02 +6.1% 6 qtrs
31 RADCLIFFE CAPITAL MANAGEMENT, L.P. 152.6K +16.6K (+12.2%) 1.62M +196.8K (+13.8%) 0.53% +0.160 pp 0.09% +0.000 pp USD10.50 +1.2% 2 qtrs
32 CLEAR STREET GROUP INC. 144.1K -105.8K (-42.3%) 1.53M -1.1M (-41.5%) 0.39% -0.289 pp 0.01% -0.003 pp USD10.48 +1.4% 2 qtrs
33 MASSAR CAPITAL MANAGEMENT, LP 110.0K +— (+0.0%) 1.17M +16.5K (+1.4%) 0.30% +0.000 pp 0.13% -0.026 pp USD10.52 +1.0% 3 qtrs
34 K2 PRINCIPAL FUND, L.P. 108.9K -5.5K (-4.8%) 1.16M -41.3K (-3.4%) 0.38% +0.067 pp 0.09% -0.004 pp USD10.38 +2.4% 5 qtrs
35 WOLVERINE ASSET MANAGEMENT LLC 97.8K +86.3K (+750.4%) 1.04M +919.1K (+762.6%) 0.27% +0.235 pp 0.01% +0.007 pp USD10.62 +0.1% 3 qtrs
36 SCHONFELD STRATEGIC ADVISORS LLC 85.7K -39.1K (-31.3%) 911.4K -396.9K (-30.3%) 0.30% -0.042 pp 0.00% -0.003 pp USD10.35 +2.7% 6 qtrs
37 TORONTO DOMINION BANK 83.0K -330.7K (-79.9%) 882.0K -3.5M (-79.7%) 0.29% -0.840 pp 0.00% -0.005 pp USD10.53 +0.9% 5 qtrs
38 WESTCHESTER CAPITAL MANAGEMENT, LLC 74.8K +— (+0.0%) 794.8K +11.2K (+1.4%) 0.20% +0.000 pp 0.03% -0.003 pp USD10.30 +3.2% 5 qtrs
39 GEODE CAPITAL MANAGEMENT, LLC 74.6K +— (+0.0%) 792.6K +11.2K (+1.4%) 0.20% +0.000 pp 0.00% +0.000 pp USD10.52 +1.0% 3 qtrs
40 DELTEC ASSET MANAGEMENT LLC 70.0K +— (+0.0%) 744.1K +10.5K (+1.4%) 0.24% +0.053 pp 0.12% +0.002 pp USD10.02 +6.1% 7 qtrs
41 LOGAN STONE CAPITAL, LLC 67.0K +67.0K (+100.0%) 711.8K +711.8K (+100.0%) 0.23% +0.233 pp 0.18% +0.176 pp USD10.63 +0.0% 1 qtrs NEW
42 FNY INVESTMENT ADVISERS, LLC 56.9K +42.7K (+301.0%) 605.0K +457.0K (+308.8%) 0.20% +0.159 pp 0.17% +0.123 pp USD10.59 +0.4% 3 qtrs
43 MINT TOWER CAPITAL MANAGEMENT B.V. 50.0K +— (+0.0%) 532.0K +8.0K (+1.5%) 0.14% +0.000 pp 0.06% -0.001 pp USD10.02 +6.1% 6 qtrs
44 CROSSINGBRIDGE ADVISORS, LLC 449.1K +449.1K (+100.0%) 449.1K +449.1K (+100.0%) 1.56% +1.562 pp 0.13% +0.126 pp USD10.63 +0.0% 1 qtrs NEW
45 BULLDOG INVESTORS, LLP 41.7K +— (+0.0%) 443.6K +6.3K (+1.4%) 0.11% +0.000 pp 0.10% -0.002 pp USD10.03 +6.0% 6 qtrs
46 CSS LLC/IL 26.0K +— (+0.0%) 276.4K +3.9K (+1.4%) 0.09% +0.020 pp 0.01% +0.000 pp USD10.52 +1.0% 3 qtrs
47 GLAZER CAPITAL, LLC 25.0K +— (+0.0%) 266.0K +4.0K (+1.5%) 0.07% +0.000 pp 0.01% -0.002 pp USD10.48 +1.4% 2 qtrs
48 TUTTLE CAPITAL MANAGEMENT, LLC 25.0K +— (+0.0%) 265.9K +3.8K (+1.4%) 0.09% +0.019 pp 0.59% -0.404 pp USD10.52 +1.0% 3 qtrs
49 JPMORGAN CHASE & CO 24.8K -24.9K (-50.0%) 264.1K -257.1K (-49.3%) 0.09% -0.049 pp 0.00% +0.000 pp USD10.52 +1.0% 3 qtrs
50 ROBINSON CAPITAL MANAGEMENT, LLC 18.3K +— (+0.0%) 194.0K +2.7K (+1.4%) 0.06% +0.014 pp 0.08% -0.022 pp USD10.02 +6.1% 7 qtrs
51 HUDSON BAY CAPITAL MANAGEMENT LP 17.2K +— (+0.0%) 182.4K +2.6K (+1.4%) 0.05% +0.000 pp 0.00% +0.000 pp USD10.02 +6.1% 7 qtrs
52 BALYASNY ASSET MANAGEMENT L.P. 16.4K -6.2K (-27.5%) 174.1K -62.5K (-26.4%) 0.06% -0.005 pp 0.00% 0.000 pp USD10.02 +6.1% 6 qtrs
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 15.1K +15.1K (+100.0%) 161.0K +161.0K (+100.0%) 0.04% +0.041 pp 0.00% +0.000 pp USD10.63 +0.0% 3 qtrs
54 MERCURIA CAPITAL STRATEGIES, LLC 8.8K +8.8K (+100.0%) 93.1K +93.1K (+100.0%) 0.02% +0.024 pp 0.04% +0.039 pp USD10.63 +0.0% 1 qtrs NEW
55 LONGFELLOW INVESTMENT MANAGEMENT CO LLC 904.00 -7.0K (-88.6%) 9.6K -73.2K (-88.4%) 0.00% -0.019 pp 0.00% -0.018 pp USD10.48 +1.4% 2 qtrs
56 ROYAL BANK OF CANADA 231.00 +231.0 (+100.0%) 2.0K +2.0K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD10.63 +0.0% 1 qtrs NEW
57 MORGAN STANLEY 130.00 +78.0 (+150.0%) 1.4K +837.0 (+153.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.60 +0.3% 4 qtrs
58 UBS GROUP AG 12.00 -4.1K (-99.7%) 128.00 -43.0K (-99.7%) 0.00% -0.011 pp 0.00% +0.000 pp USD10.33 +2.9% 5 qtrs
59 RANGELEY CAPITAL, LLC -33.2K (-100.0%) -348.2K (-100.0%) 0.00% -0.091 pp 0.00% -0.301 pp USD 2 qtrs SOLD
60 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND -700.0K (-100.0%) -7.3M (-100.0%) 0.00% -1.909 pp 0.00% -0.013 pp USD 6 qtrs SOLD
61 SOLTIS INVESTMENT ADVISORS LLC -15.0K (-100.0%) -157.2K (-100.0%) 0.00% -0.041 pp 0.00% -0.011 pp USD 2 qtrs SOLD
62 MIZUHO SECURITIES USA LLC -208.6K (-100.0%) -2.2M (-100.0%) 0.00% -0.569 pp 0.00% -0.045 pp USD 2 qtrs SOLD
63 TWO SIGMA INVESTMENTS, LP -278.7K (-100.0%) -2.9M (-100.0%) 0.00% -0.760 pp 0.00% -0.004 pp USD 7 qtrs SOLD
64 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS -500.0K (-100.0%) -5.2M (-100.0%) 0.00% -1.364 pp 0.00% -0.026 pp USD 6 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2025-04-18 Lapping Paul 0 0.00 0
2014-02-11 SPOLAN HARMON Director D-Return D Options to Purchase Common Stock 2,500 11.39 28.5K 0
2014-02-11 MARTIN DENNIS J Director D-Return D Common Stock 54,690 26.25 1.44M 0
2014-02-11 BISTRICER DAVID Director D-Return D Common Stock 14,566 26.25 382.4K 0
2014-01-28 BISTRICER DAVID Director G-Gift D Common Stock 92,414 0.00 14,566
2014-01-16 BISTRICER DAVID Director G-Gift D Common Stock 186,285 0.00 0
2014-01-02 SPOLAN HARMON Director A-Award A Common Stock 2,291 0.00 65,188
2014-01-02 MARTIN DENNIS J Director A-Award A Common Stock 2,291 0.00 54,690
2014-01-02 BISTRICER DAVID Director A-Award A Common Stock 3,818 0.00 106,980
2013-01-02 SPOLAN HARMON Director A-Award A Common Stock 6,359 0.00 62,897
2013-01-02 MARTIN DENNIS J Director A-Award A Common Stock 6,359 0.00 52,399
2013-01-02 BISTRICER DAVID Director A-Award A Common Stock 10,599 0.00 103,162
2012-01-03 SPOLAN HARMON Director A-Award A Common Stock 6,623 0.00 56,538
2012-01-03 MARTIN DENNIS J Director A-Award A Common Stock 6,623 0.00 46,040
2012-01-03 BISTRICER DAVID Director A-Award A Common Stock 11,038 0.00 92,563
2011-05-18 MARTIN DENNIS J Director S-Sale D Common Stock 8,400 12.28 103.1K 39,417
2011-01-03 SPOLAN HARMON Director A-Award A Common Stock 9,487 0.00 49,915
2011-01-03 MARTIN DENNIS J Director A-Award A Common Stock 9,487 0.00 47,817
2011-01-03 BISTRICER DAVID Director A-Award A Common Stock 15,811 0.00 81,525
2010-01-04 SPOLAN HARMON Director A-Award A Common Stock 17,804 0.00 40,428
2010-01-04 MARTIN DENNIS J Director A-Award A Common Stock 17,804 0.00 38,330
2010-01-04 BISTRICER DAVID Director A-Award A Common Stock 29,674 0.00 65,714
2009-11-23 BISTRICER DAVID Director P-Purchase A Common Stock 1,250 3.07 3.8K 186,035
2009-11-19 BISTRICER DAVID Director P-Purchase A Common Stock 1,250 3.20 4.0K 183,535
2009-11-18 BISTRICER DAVID Director P-Purchase A Common Stock 3,750 3.41 12.8K 179,510
2009-06-26 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 265,000 2.94 779.1K 1,668,429
2009-06-25 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 250,000 2.83 707.5K 1,933,429
2009-06-19 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 1,800 3.08 5.5K 2,254,003
2009-05-13 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 25,000 2.97 74.3K 2,255,803
2009-04-22 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 100 2.73 273.00 2,282,551
2009-04-21 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 520 2.57 1.3K 2,282,651
2009-04-20 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 1,000 2.49 2.5K 2,283,171
2009-04-17 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 2,600 2.39 6.2K 2,284,171
2009-04-16 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 4,763 2.49 11.9K 2,295,807
2009-04-15 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 182 2.51 456.82 2,300,570
2009-04-14 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 1,212 2.48 3.0K 2,300,752
2009-04-09 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 7,201 2.50 18.0K 2,311,007
2009-04-08 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 10 2.48 24.80 2,318,358
2009-04-03 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 100 2.47 247.00 2,319,587
2009-03-27 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 100 2.24 224.00 2,319,687
2009-03-26 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 50,000 2.52 126.0K 2,319,787
2009-03-20 BISTRICER DAVID Director P-Purchase A Common Stock 200 2.26 452.00 172,010
2009-03-19 BISTRICER DAVID Director P-Purchase A Common Stock 33 2.30 75.90 168,882
2009-03-18 BISTRICER DAVID Director P-Purchase A Common Stock 165 2.20 363.00 166,185
2009-03-13 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 3,800 2.16 8.2K 2,369,787
2009-03-05 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 18,000 1.63 29.3K 2,373,587
2009-03-04 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 210,000 1.62 340.2K 2,448,888
2009-03-03 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 300 1.95 585.00 2,658,888
2009-02-20 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 2,100 3.47 7.3K 2,786,137
2009-02-18 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 2,550 4.00 10.2K 2,789,927
2009-02-17 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 25,600 4.02 102.9K 2,792,477
2009-02-13 JANA PARTNERS LLC 10% Owner S-Sale D Common Stock 26,263 4.27 112.1K 2,818,077
2009-02-02 SPOLAN HARMON Director A-Award A Common Stock 15,038 0.00 16,038
2009-02-02 MARTIN DENNIS J Director A-Award A Common Stock 15,038 0.00 20,526
2009-02-02 BISTRICER DAVID Director A-Award A Common Stock 25,063 0.00 36,040
2008-12-01 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 856 4.27 3.7K 2,844,340
2008-11-28 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 762 4.66 3.6K 2,843,484
2008-10-15 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 63,036 6.02 379.5K 2,842,722
2008-10-10 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 9,012 6.71 60.5K 2,779,686
2008-10-06 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 5,253 6.87 36.1K 2,746,990
2008-10-03 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 5,326 7.94 42.3K 2,741,737
2008-10-01 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 200 8.10 1.6K 2,736,411
2008-08-08 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 553 10.12 5.6K 2,735,111
2008-06-18 BISTRICER DAVID Director A-Award A Common Stock 62,320 12.14 756.5K 165,420
2008-04-30 SPOLAN HARMON Director A-Award D Common Stock 6,586 0.00 7,586
2008-04-30 MARTIN DENNIS J Director A-Award A Common Stock 5,488 0.00 5,488
2008-04-30 BISTRICER DAVID Director A-Award A Common Stock 10,977 0.00 10,977
2008-02-27 MARTIN DENNIS J Director 0 0.00 0
2008-01-23 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 660 8.30 5.5K 2,734,558
2008-01-16 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 5,016 8.32 41.7K 2,733,898
2008-01-15 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 19,166 8.31 159.3K 2,728,882
2008-01-14 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 5,418 8.21 44.5K 2,709,716
2008-01-11 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 5,187 8.07 41.9K 2,692,298
2008-01-10 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 14,200 7.94 112.7K 2,687,111
2008-01-09 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 22,400 8.02 179.6K 2,666,500
2008-01-08 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 112,200 7.87 883.0K 2,612,200
2008-01-07 SPOLAN HARMON Director P-Purchase A Common Stock 1,000 8.34 8.3K 1,000
2008-01-07 BISTRICER DAVID Director / 10% Owner P-Purchase A Common Stock 50 8.04 402.00 103,100
2008-01-04 BISTRICER DAVID Director / 10% Owner P-Purchase A Common Stock 23,200 8.28 192.0K 103,050
2008-01-03 BISTRICER DAVID Director / 10% Owner P-Purchase A Common Stock 9,600 8.52 81.8K 74,850
2008-01-02 BISTRICER DAVID Director / 10% Owner P-Purchase A Common Stock 5,000 8.95 44.7K 65,250
2007-12-20 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 3,500 9.74 34.1K 2,500,000
2007-12-19 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 41,500 9.76 405.0K 2,496,500
2007-12-18 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 5,575 9.63 53.7K 2,438,927
2007-11-28 BISTRICER DAVID Director A-Award A Common Stock 600 9.80 5.9K 166,020
2007-11-26 BISTRICER DAVID Director / 10% Owner P-Purchase A Common Stock 2,500 9.71 24.3K 60,250
2007-11-19 BISTRICER DAVID Director / 10% Owner P-Purchase A Common Stock 3,000 10.75 32.3K 57,750
2007-11-16 SPOLAN HARMON Director A-Award A Options to Purchase Common Stock 2,500 11.39 28.5K 2,500
2007-11-16 BISTRICER DAVID Director / 10% Owner P-Purchase A Common Stock 3,000 11.30 33.9K 51,750
2007-10-09 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 13,256 6.74 89.3K 2,767,279
2007-10-08 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 3,599 6.94 25.0K 2,750,589
2007-08-29 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 800 12.47 10.0K 2,387,900
2007-08-28 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 10,000 12.52 125.2K 2,387,100
2007-08-22 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 30,000 12.69 380.7K 2,340,000
2007-08-21 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 20,400 11.94 243.6K 2,285,000
2007-08-21 BISTRICER DAVID Director / 10% Owner P-Purchase A Common Stock 12,500 11.99 149.9K 1,812,586
2007-08-20 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 2,600 12.04 31.3K 2,204,599
2007-08-20 BISTRICER DAVID Director / 10% Owner P-Purchase A Common Stock 5,752 11.89 68.4K 66,300
2007-08-17 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 20,000 10.95 219.0K 2,201,999
2007-08-17 BISTRICER DAVID Director / 10% Owner P-Purchase A Common Stock 11,798 10.95 129.2K 1,794,334
2007-08-16 JANA PARTNERS LLC 10% Owner P-Purchase A Common Stock 8,400 10.33 86.8K 2,181,999
2007-08-15 JANA PARTNERS LLC 10% Owner D Common Stock 0 0.00 1,950,000
2007-02-28 BISTRICER DAVID Director / 10% Owner I Common Stock 0 0.00 1,782,536

Executive team

Top executives
Shares Outstanding
36.66M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-02-09 DEFA14A
2026-01-27 DEFA14A
2025-11-24 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 SC 13G/A
2026-05-07 SC 13G
2026-04-22 RW
2026-04-21 8-K
2026-04-08 425
2026-04-08 425
2026-04-07 425
2026-04-03 424B3
2026-04-02 EFFECT
2026-03-31 POS AM

Executive team

NameTitleCompensationGender
Lee Jay Taragin Chief Financial Officer male
Michael S. Klein Chief Executive Officer, President & Chairman of the Board male
ESG Rating
B+
2025
E (Environmental)
71.0
S (Social)
77.3
G (Governance)
73.0
ESG Total
73.8
ESG Score History
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

Share your view on this stock and instantly see how the community has voted over the last 6 months.

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.

Dividend history

Earnings history

Earnings reports

Stock splits