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Cardlytics, Inc. (CDLX)
USD4.38
+0.16 (+3.67%)
US NASDAQ Communication Services Advertising Agencies
Address
675 Ponce de Leon Avenue NE 30308
Atlanta, GA, US
Atlanta, GA, US
CEO
Amit Gupta
Website
cardlytics.com
IPO
2018-02-09
CIK 1666071 ISIN US14161W3034
Also trades on
London Stock Exchange · 0LEC.L (USD)
NASDAQ Global Market · CDLX (USD)
Description
Cardlytics, Inc. provides an advertising platform, operating in both the United States and the United Kingdom. Among its key offerings is the Cardlytics platform, a proprietary advertising channel integrated directly into banks' digital environments. This system allows marketers to engage customers through the vast networks of their financial institution partners, leveraging digital avenues such as online portals, mobile applications, email, and various real-time alerts. Furthermore, the company offers the Bridg platform, a comprehensive customer data solution that processes point-of-sale information. This enables marketers to conduct advanced analytics, implement highly targeted loyalty initiatives, and precisely evaluate the performance of their marketing efforts. Cardlytics, Inc. was founded in 2008 and is headquartered in Atlanta, Georgia.
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
USD4.38
+0.16 (+3.67%)
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Volume Profile
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Liquidity & share structure
Average Volume
104.0K
Beta
0.62
Float Shares
47.67M
Free Float %
86.6%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.72% | -23.59% | -31.13% | -27.59% | -53.11% | -41.29% | -67.85% | -88.20% | -99.24% | -94.95% | -94.95% |
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 (15 ratings, all time)
Hold
Price Targets & DCF
Current price
4.38
Low
1.00
-77.1%
Consensus
1.00
-77.1%
Median
1.00
-77.1%
High
1.00
-77.1%
Ratings Trend (MoM)
0% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
1.00
-77.1%
|
| Last Year | 1 |
1.00
-77.1%
|
| All Time | 13 |
15.50
+254.3%
|
Quality scores
Altman Z-Score
-7.46
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Advertising Agencies: +8.1%-16.2% Q1'26: -44.6% (vs Q1'25)
-
EPS growth Advertising Agencies: +38.8%+50.1% ★ Q1'26: +69.2% (vs Q1'25)
-
FCF margin FCF growth · Advertising Agencies: +39.2%-10.8% Q1'26: -16.4% (vs Q1'25)
-
EBIT margin Advertising Agencies: +7.9%-20.2% Q1'26: -32.1% (vs Q1'25)
-
ROIC Advertising Agencies: +6.8%-29.5% Q1'26: -30.1% (vs Q1'25)
-
Share dilution Advertising Agencies: +0.0%+9.8% Q1'26: +5.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Advertising Agencies: -1.31×-10.91× Q1'26: -8.39× (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 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 5 Rev. Ana. 2 EPS Ana. |
Dec 2027 5 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
130.37M
est: 129.66M (+0.5%)
|
150.68M
est: 149.05M (+1.1%)
|
210.43M
est: 205.07M (+2.6%)
|
186.89M
est: 180.62M (+3.5%)
|
267.12M
est: 253.59M (+5.3%)
|
298.54M
est: 299.56M (-0.3%)
|
309.20M
est: 305.42M (+1.2%)
|
278.30M
est: 267.93M (+3.9%)
|
233.27M
est: 231.77M (+0.6%)
|
154.21M
150.42M – 157.83M
-33.5% YoY
|
163.53M
155.17M – 173.61M
+6.0% YoY
|
| EBITDA |
-8.37M
est: -62.67M (+86.6%)
|
-45.97M
est: -72.04M (+36.2%)
|
-12.06M
est: -99.12M (+87.8%)
|
-40.78M
est: -87.30M (+53.3%)
|
-88.21M
est: -122.57M (+28.0%)
|
-420.41M
est: -144.79M (-190.4%)
|
-99.00M
est: -139.46M (+29.0%)
|
-152.53M
est: -122.34M (-24.7%)
|
-19.73M
est: -105.83M (+81.4%)
|
-70.41M
-72.07M – -68.68M
+33.5% YoY
|
-74.67M
-79.27M – -70.85M
-6.0% YoY
|
| EBIT |
-11.31M
est: -72.81M (+84.5%)
|
-49.78M
est: -83.70M (+40.5%)
|
-16.60M
est: -115.16M (+85.6%)
|
-52.37M
est: -101.43M (+48.4%)
|
-123.87M
est: -142.40M (+13.0%)
|
-464.15M
est: -168.22M (-175.9%)
|
-128.52M
est: -166.74M (+22.9%)
|
-180.40M
est: -146.27M (-23.3%)
|
-47.14M
est: -126.53M (+62.7%)
|
-84.19M
-86.16M – -82.12M
+33.5% YoY
|
-89.28M
-94.78M – -84.71M
-6.0% YoY
|
| Net Income |
-19.64M
est: -136.86M (+85.6%)
|
-53.04M
est: -128.86M (+58.8%)
|
-17.14M
est: -51.07M (+66.4%)
|
-55.42M
est: -103.63M (+46.5%)
|
-128.57M
est: -215.57M (+40.4%)
|
-465.26M
est: -115.35M (-303.3%)
|
-134.70M
est: -192.46M (+30.0%)
|
-189.30M
est: -216.86M (+12.7%)
|
-103.49M
est: -106.97M (+3.3%)
|
-46.71M
-49.17M – -44.25M
+56.3% YoY
|
-40.94M
-41.23M – -37.10M
+12.4% YoY
|
| SGA |
52.03M
est: 59.06M (-11.9%)
|
76.11M
est: 67.90M (+12.1%)
|
80.55M
est: 93.41M (-13.8%)
|
91.84M
est: 82.28M (+11.6%)
|
132.22M
est: 115.51M (+14.5%)
|
156.19M
est: 136.46M (+14.5%)
|
116.24M
est: 131.82M (-11.8%)
|
109.13M
est: 115.64M (-5.6%)
|
86.75M
est: 100.04M (-13.3%)
|
66.56M
64.92M – 68.12M
-33.5% YoY
|
70.58M
66.98M – 74.93M
+6.0% YoY
|
| EPS |
-1.01
est: -2.83 (+64.3%)
|
-2.78
est: -2.66 (-4.3%)
|
-0.75
est: -1.06 (+29.0%)
|
-2.15
est: -2.14 (-0.3%)
|
-3.99
est: -4.46 (+10.5%)
|
-13.92
est: -2.38 (-484.4%)
|
-3.69
est: -3.61 (-2.2%)
|
-3.91
est: -4.07 (+3.9%)
|
-1.95
est: -2.01 (+2.8%)
|
-0.88
-0.93 – -0.83
+56.3% YoY
|
-0.74
-0.78 – -0.70
+16.2% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | B- | 2/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
2.14M
OE per share TTM
0.05
Owner's Yield
4.98%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
5.6%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
6
Total invested
53.0K
Insider transactions (90d)
0
Beneficial owners (>5%)
30
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CAS INVESTMENT PARTNERS, LLC | 5.42M | 16.00% | — | — | — | 5.42M | IA, OO | — | 2023-06-23 | ↗ |
| 2 | CLIFFORD SOSIN | 5.42M | 16.00% | — | — | — | 5.42M | IN | — | 2023-06-23 | ↗ |
| 3 | SOSIN LLC | 5.42M | 16.00% | — | — | — | 5.42M | OO | — | 2023-06-23 | ↗ |
| 4 | Wellington Group Holdings LLP | 3.85M | 11.58% | — | 3.12M | — | — | HC | Delaware | 2022-02-04 | ↗ |
| 5 | Wellington Investment Advisors Holdings LLP | 3.85M | 11.58% | — | 3.12M | — | — | HC | Delaware | 2022-02-04 | ↗ |
| 6 | Wellington Management Group LLP | 3.85M | 11.58% | — | 3.12M | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 7 | SOSIN MASTER, LP | 3.68M | 10.80% | — | — | — | 3.68M | PN | — | 2023-06-23 | ↗ |
| 8 | Wellington Management Company LLP | 3.40M | 10.22% | — | 3.09M | — | — | IA | Delaware | 2022-02-04 | ↗ |
| 9 | (1) BlackRock, Inc. | 2.39M | 7.20% | 2.32M | — | 2.39M | — | HC | Delaware | 2022-02-03 | ↗ |
| 10 | Sosin Partners, L.P. | 2.22M | 8.60% | 2.22M | — | 2.22M | — | PN | Delaware, United States of America | 2020-02-14 | ↗ |
| 11 | 683 Capital Management, LLC | 2.18M | 6.40% | — | 2.18M | — | 2.18M | IA | Delaware | 2022-07-21 | ↗ |
| 12 | 683 Capital Partners, LP | 2.18M | 6.40% | — | 2.18M | — | 2.18M | PN | Delaware | 2022-07-21 | ↗ |
| 13 | Ari Zweiman | 2.18M | 6.40% | — | 2.18M | — | 2.18M | IN | Delaware | 2022-07-21 | ↗ |
| 14 | JPMORGAN CHASE & CO.13-2624428 | 2.06M | 6.10% | 1.96M | 154.00 | 2.05M | 5.4K | HC | Delaware | 2022-01-07 | ↗ |
| 15 | The Vanguard Group - 23-1945930 | 1.84M | 6.69% | — | 60.1K | 1.76M | 79.8K | IA | Pennsylvania | 2021-02-10 | ↗ |
| 16 | CSWR Partners, LP | 1.74M | 5.20% | 1.74M | — | 1.74M | — | PN | Delaware, United States of America | 2022-02-14 | ↗ |
| 17 | Aeroplan Holdings Europe Sàrl. | 1.10M | 4.52% | — | 1.10M | — | 1.10M | CO | Canada | 2019-10-22 | ↗ |
| 18 | CSWR Partners, L.P. | 597.9K | 2.30% | 597.9K | — | 597.9K | — | PN | Delaware, United States of America | 2020-02-14 | ↗ |
| 19 | FRONTIER CAPITAL MANAGEMENT CO., LLC. | 332.8K | 1.30% | 250.0K | — | 332.8K | — | IA | Delaware | 2020-02-14 | ↗ |
| 20 | Bryce Youngren | 9.0K | 0.00% | 9.0K | — | 9.0K | — | IN | — | 2020-02-12 | ↗ |
| 21 | 683 Maiden Fund LP | — | 0.00% | — | — | — | — | PN | Delaware | 2022-07-21 | ↗ |
| 22 | Canaan Partners VIII LLC | — | 0.00% | — | — | — | — | OO | Cayman Islands | 2020-02-06 | ↗ |
| 23 | Canaan VIII L.P. | — | 0.00% | — | — | — | — | PN | Cayman Islands | 2020-02-06 | ↗ |
| 24 | Jonathan A. Flint | — | 0.00% | — | — | — | — | IN | — | 2020-02-12 | ↗ |
| 25 | Polaris Venture Management Co. V, L.L.C. | — | 0.00% | — | — | — | — | OO | — | 2020-02-12 | ↗ |
| 26 | Polaris Venture Partners Entrepreneurs’ Fund V, L.P. | — | 0.00% | — | — | — | — | PN | — | 2020-02-12 | ↗ |
| 27 | Polaris Venture Partners Founders’ Fund V, L.P. | — | 0.00% | — | — | — | — | PN | — | 2020-02-12 | ↗ |
| 28 | Polaris Venture Partners Special Founders’ Fund V, L.P. | — | 0.00% | — | — | — | — | PN | — | 2020-02-12 | ↗ |
| 29 | Polaris Venture Partners V, L.P. | — | 0.00% | — | — | — | — | PN | — | 2020-02-12 | ↗ |
| 30 | Terrance G. McGuire | — | 0.00% | — | — | — | — | IN | — | 2020-02-12 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
6
-69 vs prev Q
New positions
1
Closed positions
65
Increased
1
Reduced
2
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 | CAS INVESTMENT PARTNERS, LLC | 5.20M +— (+0.0%) | 5.98M -6.7M (-52.7%) | 9.72% -0.137 pp | 0.26% -0.308 pp | USD41.46 -97.2% | 27 qtrs — |
| 2 | VANGUARD GROUP INC | 2.61M +208.4K (+8.7%) | 3.00M -2.8M (-48.6%) | 4.88% +0.326 pp | 0.00% +0.000 pp | USD51.34 -97.8% | 32 qtrs — |
| 3 | BANK OF AMERICA CORP /DE/ | 1.46M -172.7K (-10.6%) | 1.68M -2.3M (-57.7%) | 2.73% -0.366 pp | 0.00% 0.000 pp | USD2.92 -60.6% | 32 qtrs — |
| 4 | 683 CAPITAL MANAGEMENT, LLC | 1.40M +225.1K (+19.2%) | 1.61M -1.2M (-43.6%) | 2.62% +0.390 pp | 0.07% -0.079 pp | USD32.50 -96.5% | 27 qtrs — |
| 5 | KPS GLOBAL ASSET MANAGEMENT UK LTD | 1.22M +— (+0.0%) | 1.40M -1.6M (-52.7%) | 2.28% -0.032 pp | 0.17% -0.204 pp | USD55.63 -97.9% | 24 qtrs — |
| 6 | WORLDLY PARTNERS MANAGEMENT, LLC | 1.16M +— (+0.0%) | 1.33M -1.5M (-52.7%) | 2.16% -0.031 pp | 0.99% -0.687 pp | USD6.43 -82.1% | 13 qtrs — |
| 7 | BLACKROCK, INC. | 966.2K -5.3K (-0.5%) | 1.11M -1.2M (-52.9%) | 1.81% -0.036 pp | 0.00% +0.000 pp | USD3.21 -64.2% | 6 qtrs — |
| 8 | RBF CAPITAL, LLC | 800.1K +— (+0.0%) | 920.1K -1.0M (-52.7%) | 1.50% -0.021 pp | 0.04% -0.046 pp | USD4.94 -76.7% | 8 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 654.5K +20.9K (+3.3%) | 752.9K -787.2K (-51.1%) | 1.22% +0.022 pp | 0.00% 0.000 pp | USD35.03 -96.7% | 32 qtrs — |
| 10 | JACOBS LEVY EQUITY MANAGEMENT, INC | 638.6K +638.6K (+100.0%) | 734.4K +734.4K (+100.0%) | 1.19% +1.194 pp | 0.00% +0.003 pp | USD1.15 +0.0% | 13 qtrs — |
| 11 | CITIZENS FINANCIAL GROUP INC/RI | 483.0K -35.7K (-6.9%) | 555.5K -704.9K (-55.9%) | 0.90% -0.080 pp | 0.01% -0.010 pp | USD2.43 -52.7% | 2 qtrs — |
| 12 | GSA CAPITAL PARTNERS LLP | 470.4K +356.5K (+313.0%) | 541.0K +264.0K (+95.3%) | 0.88% +0.663 pp | 0.05% +0.024 pp | USD1.29 -10.9% | 13 qtrs — |
| 13 | QUINN OPPORTUNITY PARTNERS LLC | 462.4K -637.6K (-58.0%) | 531.8K -2.1M (-80.1%) | 0.86% -1.221 pp | 0.02% -0.167 pp | USD3.59 -68.0% | 8 qtrs — |
| 14 | LPL FINANCIAL LLC | 445.4K -24.7K (-5.3%) | 512.2K -630.2K (-55.2%) | 0.83% -0.059 pp | 0.00% 0.000 pp | USD18.37 -93.7% | 23 qtrs — |
| 15 | TWO SIGMA INVESTMENTS, LP | 283.7K +157.8K (+125.3%) | 326.3K +20.3K (+6.6%) | 0.53% +0.292 pp | 0.00% +0.000 pp | USD4.63 -75.2% | 20 qtrs — |
| 16 | MILLENNIUM MANAGEMENT LLC | 254.7K -124.0K (-32.7%) | 292.9K -627.4K (-68.2%) | 0.48% -0.242 pp | 0.00% 0.000 pp | USD2.21 -48.0% | 5 qtrs — |
| 17 | STATE STREET CORP | 227.7K +— (+0.0%) | 261.9K -291.5K (-52.7%) | 0.43% -0.006 pp | 0.00% +0.000 pp | USD40.80 -97.2% | 32 qtrs — |
| 18 | QUBE RESEARCH & TECHNOLOGIES LTD | 191.8K +169.2K (+751.6%) | 220.5K +165.8K (+303.0%) | 0.36% +0.316 pp | 0.00% +0.000 pp | USD1.30 -11.5% | 2 qtrs — |
| 19 | SIMPLEX TRADING, LLC | 186.4K -69.0K (-27.0%) | 214.3K -405.7K (-65.4%) | 0.35% -0.136 pp | 0.00% 0.000 pp | USD3.01 -61.8% | 10 qtrs — |
| 20 | UBS GROUP AG | 185.8K -272.3K (-59.4%) | 213.6K -899.5K (-80.8%) | 0.35% -0.521 pp | 0.00% 0.000 pp | USD3.28 -64.9% | 32 qtrs — |
| 21 | INVESCO LTD. | 170.1K +47.0K (+38.1%) | 195.6K -103.6K (-34.6%) | 0.32% +0.085 pp | 0.00% +0.000 pp | USD7.27 -84.2% | 27 qtrs — |
| 22 | RAYMOND JAMES FINANCIAL INC | 163.1K +29.8K (+22.4%) | 187.5K -136.3K (-42.1%) | 0.30% +0.052 pp | 0.00% +0.000 pp | USD2.19 -47.5% | 3 qtrs — |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 143.4K -31.8K (-18.2%) | 164.9K -260.8K (-61.3%) | 0.27% -0.064 pp | 0.00% +0.000 pp | USD4.18 -72.5% | 25 qtrs — |
| 24 | DIMENSIONAL FUND ADVISORS LP | 127.2K -81.2K (-39.0%) | 146.3K -360.7K (-71.1%) | 0.24% -0.157 pp | 0.00% 0.000 pp | USD13.11 -91.2% | 11 qtrs — |
| 25 | WOLVERINE ASSET MANAGEMENT LLC | 125.0K -125.2K (-50.0%) | 143.8K -464.2K (-76.4%) | 0.23% -0.241 pp | 0.00% -0.003 pp | USD1.82 -36.8% | 13 qtrs — |
| 26 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 119.9K -1.4K (-1.2%) | 137.9K -157.0K (-53.2%) | 0.22% -0.006 pp | 0.02% -0.025 pp | USD5.86 -80.4% | 24 qtrs — |
| 27 | NORTHERN TRUST CORP | 111.8K -1.5K (-1.3%) | 128.6K -146.7K (-53.3%) | 0.21% -0.006 pp | 0.00% +0.000 pp | USD38.05 -97.0% | 32 qtrs — |
| 28 | GOLDMAN SACHS GROUP INC | 109.0K +14.3K (+15.1%) | 125.4K -104.8K (-45.5%) | 0.20% +0.024 pp | 0.00% +0.000 pp | USD9.65 -88.1% | 27 qtrs — |
| 29 | BROWN ADVISORY INC | 107.6K -10.0K (-8.5%) | 123.7K -162.0K (-56.7%) | 0.20% -0.022 pp | 0.00% 0.000 pp | USD10.66 -89.2% | 21 qtrs — |
| 30 | JEFFERIES FINANCIAL GROUP INC. | 86.2K +— (+0.0%) | 99.1K -110.3K (-52.7%) | 0.16% -0.002 pp | 0.00% -0.001 pp | USD13.51 -91.5% | 10 qtrs — |
| 31 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 75.8K -26.2K (-25.7%) | 87.1K -160.7K (-64.9%) | 0.14% -0.052 pp | 0.00% -0.004 pp | USD3.08 -62.7% | 5 qtrs — |
| 32 | JANE STREET GROUP, LLC | 67.6K +54.0K (+397.1%) | 77.7K +44.7K (+135.2%) | 0.13% +0.101 pp | 0.00% +0.000 pp | USD1.41 -18.4% | 2 qtrs — |
| 33 | BARCLAYS PLC | 56.0K -2.1K (-3.5%) | 64.4K -121.3K (-65.3%) | 0.10% -0.005 pp | 0.00% +0.000 pp | USD3.34 -65.6% | 32 qtrs — |
| 34 | CITADEL ADVISORS LLC | 55.6K -69.7K (-55.6%) | 63.9K -240.5K (-79.0%) | 0.10% -0.134 pp | 0.00% +0.000 pp | USD2.43 -52.7% | 32 qtrs — |
| 35 | RENAISSANCE TECHNOLOGIES LLC | 54.0K +54.0K (+100.0%) | 62.1K +62.1K (+100.0%) | 0.10% +0.101 pp | 0.00% +0.000 pp | USD1.15 +0.0% | 10 qtrs — |
| 36 | GROUP ONE TRADING, L.P. | 48.3K -69.6K (-59.0%) | 55.6K -230.9K (-80.6%) | 0.09% -0.133 pp | 0.00% 0.000 pp | USD6.87 -83.3% | 16 qtrs — |
| 37 | GLOBAL RETIREMENT PARTNERS, LLC | 45.3K +10.5K (+30.2%) | 52.1K -32.5K (-38.4%) | 0.08% +0.019 pp | 0.00% -0.001 pp | USD1.78 -35.4% | 3 qtrs — |
| 38 | ALGERT GLOBAL LLC | 41.3K +— (+0.0%) | 48.0K -52.0K (-52.0%) | 0.08% -0.001 pp | 0.00% -0.001 pp | USD2.43 -52.7% | 2 qtrs — |
| 39 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 36.6K +— (+0.0%) | 42.0K -46.8K (-52.7%) | 0.07% -0.001 pp | 0.00% -0.001 pp | USD2.43 -52.7% | 2 qtrs — |
| 40 | TWO SIGMA SECURITIES, LLC | 36.6K +36.6K (+100.0%) | 42.0K +42.0K (+100.0%) | 0.07% +0.068 pp | 0.01% +0.006 pp | USD1.15 +0.0% | 3 qtrs — |
| 41 | VIRTU FINANCIAL LLC | 34.3K +34.3K (+100.0%) | 39.0K +39.0K (+100.0%) | 0.06% +0.064 pp | 0.00% +0.002 pp | USD1.15 +0.0% | 1 qtrs NEW |
| 42 | ADVISOR GROUP HOLDINGS, INC. | 31.0K -1.8K (-5.5%) | 35.6K -50.8K (-58.8%) | 0.06% -0.004 pp | 0.00% 0.000 pp | USD2.50 -54.0% | 7 qtrs — |
| 43 | SCIENTECH RESEARCH LLC | 29.2K +29.2K (+100.0%) | 33.6K +33.6K (+100.0%) | 0.05% +0.055 pp | 0.02% +0.021 pp | USD1.15 +0.0% | 1 qtrs NEW |
| 44 | D. E. SHAW & CO., INC. | 26.2K -64.9K (-71.2%) | 30.1K -191.2K (-86.4%) | 0.05% -0.124 pp | 0.00% 0.000 pp | USD3.81 -69.8% | 25 qtrs — |
| 45 | POST RESCH TALLON GROUP INC. | 20.0K +— (+0.0%) | 23.0K -25.6K (-52.7%) | 0.04% -0.001 pp | 0.02% -0.024 pp | USD2.68 -57.1% | 5 qtrs — |
| 46 | CREATIVE PLANNING | 18.5K +— (+0.0%) | 21.3K -23.7K (-52.7%) | 0.03% -0.001 pp | 0.00% +0.000 pp | USD4.09 -71.9% | 12 qtrs — |
| 47 | CENTIVA CAPITAL, LP | 17.4K -25.6K (-59.5%) | 20.0K -84.4K (-80.8%) | 0.03% -0.049 pp | 0.00% -0.001 pp | USD2.43 -52.7% | 2 qtrs — |
| 48 | SUMMIT FINANCIAL STRATEGIES, INC. | 14.0K +— (+0.0%) | 16.1K -17.9K (-52.7%) | 0.03% 0.000 pp | 0.00% -0.002 pp | USD3.40 -66.2% | 12 qtrs — |
| 49 | WARREN STREET WEALTH ADVISORS, LLC | 12.9K +— (+0.0%) | 14.9K -16.6K (-52.7%) | 0.02% 0.000 pp | 0.00% -0.005 pp | USD1.82 -36.8% | 4 qtrs — |
| 50 | JUMP FINANCIAL, LLC | 12.6K +12.6K (+100.0%) | 14.5K +14.5K (+100.0%) | 0.02% +0.024 pp | 0.00% +0.000 pp | USD1.15 +0.0% | 9 qtrs — |
| 51 | XTX TOPCO LTD | 12.2K -18.1K (-59.8%) | 14.0K -59.6K (-81.0%) | 0.02% -0.035 pp | 0.00% -0.004 pp | USD2.50 -54.0% | 7 qtrs — |
| 52 | THOMPSON DAVIS & CO., INC. | 11.3K -34.0K (-75.0%) | 12.9K -98.6K (-88.4%) | 0.02% -0.065 pp | 0.01% -0.061 pp | USD2.43 -52.7% | 2 qtrs — |
| 53 | CI PRIVATE WEALTH, LLC | 10.0K +— (+0.0%) | 11.5K -12.8K (-52.7%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD1.65 -30.3% | 3 qtrs — |
| 54 | FMR LLC | 9.9K +1.9K (+23.4%) | 11.4K -8.1K (-41.6%) | 0.02% +0.003 pp | 0.00% +0.000 pp | USD2.43 -52.7% | 32 qtrs — |
| 55 | MORGAN STANLEY | 3.7K -484.4K (-99.2%) | 4.3K -1.2M (-99.6%) | 0.01% -0.918 pp | 0.00% 0.000 pp | USD10.59 -89.1% | 32 qtrs — |
| 56 | US BANCORP \DE\ | 2.7K -711.0 (-20.9%) | 3.1K -5.2K (-62.6%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD2.97 -61.3% | 6 qtrs — |
| 57 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 2.3K -3.4K (-60.2%) | 2.6K -11.1K (-81.2%) | 0.00% -0.007 pp | 0.00% +0.000 pp | USD2.43 -52.7% | 2 qtrs — |
| 58 | WELLS FARGO & COMPANY/MN | 1.3K +— (+0.0%) | 1.5K -1.7K (-52.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD16.85 -93.2% | 32 qtrs — |
| 59 | EVERSOURCE WEALTH ADVISORS, LLC | 1.2K +1.2K (+100.0%) | 1.4K +1.4K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD1.15 +0.0% | 1 qtrs NEW |
| 60 | SIGNATUREFD, LLC | 524.00 +— (+0.0%) | 603.00 -670.0 (-52.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD42.11 -97.3% | 24 qtrs — |
| 61 | PENSIONMARK FINANCIAL GROUP, LLC | 300.00 +300.0 (+100.0%) | 345.00 +345.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD1.15 +0.0% | 1 qtrs NEW |
| 62 | GPS WEALTH STRATEGIES GROUP, LLC | 300.00 +— (+0.0%) | 345.00 -384.0 (-52.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.40 -66.2% | 12 qtrs — |
| 63 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 200.00 +— (+0.0%) | 230.00 -256.0 (-52.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.71 -69.0% | 5 qtrs — |
| 64 | — | 175.00 +175.0 (+100.0%) | 201.00 +201.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.15 +0.0% | 1 qtrs NEW |
| 65 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 70.00 +70.0 (+100.0%) | 80.00 +80.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.14 +0.9% | 1 qtrs NEW |
| 66 | FARTHER FINANCE ADVISORS, LLC | 40.00 +— (+0.0%) | 46.00 -51.0 (-52.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.18 -87.5% | 9 qtrs — |
| 67 | SBI SECURITIES CO., LTD. | 20.00 +— (+0.0%) | 23.00 -26.0 (-53.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.30 -50.0% | 5 qtrs — |
| 68 | BNP PARIBAS ARBITRAGE, SNC | 20.00 -218.0 (-91.6%) | 23.00 -555.0 (-96.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD7.40 -84.5% | 32 qtrs — |
| 69 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10.00 +10.0 (+100.0%) | 12.00 +12.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.10 +4.5% | 1 qtrs NEW |
| 70 | ROYAL BANK OF CANADA | — -190.4K (-100.0%) | — -463.0K (-100.0%) | 0.00% -0.361 pp | 0.00% 0.000 pp | USD— | 31 qtrs SOLD |
| 71 | G2 INVESTMENT PARTNERS MANAGEMENT LLC | — -128.1K (-100.0%) | — -311.4K (-100.0%) | 0.00% -0.243 pp | 0.00% -0.063 pp | USD— | 2 qtrs SOLD |
| 72 | FORTITUDE FAMILY OFFICE, LLC | — -276.0 (-100.0%) | — -671.0 (-100.0%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 73 | HUGHES FINANCIAL SERVICES, LLC | — -472.0 (-100.0%) | — -675.0 (-100.0%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 74 | FNY INVESTMENT ADVISERS, LLC | — -13.7K (-100.0%) | — -33.0K (-100.0%) | 0.00% -0.026 pp | 0.00% -0.011 pp | USD— | 2 qtrs SOLD |
| 75 | FIFTH LANE CAPITAL, LP | — -10.0K (-100.0%) | — -24.3K (-100.0%) | 0.00% -0.019 pp | 0.00% -0.024 pp | USD— | 2 qtrs SOLD |
| 76 | FEDERATED HERMES, INC. | — -2.0K (-100.0%) | — -5.0K (-100.0%) | 0.00% -0.004 pp | 0.00% +0.000 pp | USD— | 4 qtrs SOLD |
| 77 | MAI CAPITAL MANAGEMENT | — -82.0 (-100.0%) | — -200.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 5 qtrs SOLD |
| 78 | ENGINEERS GATE MANAGER LP | — -11.9K (-100.0%) | — -29.0K (-100.0%) | 0.00% -0.023 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 79 | OPTIVER HOLDING B.V. | — -12.0 (-100.0%) | — -29.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 80 | PRIVATE ADVISOR GROUP, LLC | — -111.8K (-100.0%) | — -271.6K (-100.0%) | 0.00% -0.212 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 81 | DESTINATION WEALTH MANAGEMENT | — -10.0K (-100.0%) | — -24.3K (-100.0%) | 0.00% -0.019 pp | 0.00% -0.001 pp | USD— | 3 qtrs SOLD |
| 82 | CITIGROUP INC | — -105.0 (-100.0%) | — -255.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 32 qtrs SOLD |
| 83 | SANCTUARY ADVISORS, LLC | — -24.7K (-100.0%) | — -45.0K (-100.0%) | 0.00% -0.047 pp | 0.00% 0.000 pp | USD— | 6 qtrs SOLD |
| 84 | SENDER CO & PARTNERS, INC. | — -86.4K (-100.0%) | — -210.0K (-100.0%) | 0.00% -0.164 pp | 0.00% -0.023 pp | USD— | 2 qtrs SOLD |
| 85 | BOOTHBAY FUND MANAGEMENT, LLC | — -30.7K (-100.0%) | — -74.5K (-100.0%) | 0.00% -0.058 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 86 | TOWER RESEARCH CAPITAL LLC (TRC) | — -5.6K (-100.0%) | — -13.6K (-100.0%) | 0.00% -0.011 pp | 0.00% 0.000 pp | USD— | 23 qtrs SOLD |
| 87 | BARE FINANCIAL SERVICES, INC | — -494.0 (-100.0%) | — -1.2K (-100.0%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 88 | ANSON FUNDS MANAGEMENT LP | — -561.5K (-100.0%) | — -1.4M (-100.0%) | 0.00% -1.065 pp | 0.00% -0.124 pp | USD— | 2 qtrs SOLD |
| 89 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | — -10.6K (-100.0%) | — -25.8K (-100.0%) | 0.00% -0.020 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 90 | VOLEON CAPITAL MANAGEMENT LP | — -52.3K (-100.0%) | — -127.0K (-100.0%) | 0.00% -0.099 pp | 0.00% -0.003 pp | USD— | 2 qtrs SOLD |
| 91 | WALLEYE CAPITAL LLC | — -10.0K (-100.0%) | — -24.3K (-100.0%) | 0.00% -0.019 pp | 0.00% 0.000 pp | USD— | 8 qtrs SOLD |
| 92 | WALLEYE TRADING LLC | — -1.4K (-100.0%) | — -3.3K (-100.0%) | 0.00% -0.003 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 13 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco RAFI US 1500 Small-Mid ETF PRFZ | 0.00% | 67.1K | 0.34% |
| 2 | Vanguard Extended Market ETF VXF | 0.00% | 418.6K | 0.05% |
| 3 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 5.9K | 0.17% |
| 4 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 2.2K | 0.03% |
| 5 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 436.54 | 0.17% |
| 6 | Vanguard Total Stock Market ETF VTI | 0.00% | 1.01M | 0.03% |
| 7 | Vanguard All-Equity ETF Portfolio VEQT.TO | 0.00% | 2.2K | 0.22% |
| 8 | Vanguard Growth ETF Portfolio VGRO.TO | 0.00% | 1.2K | 0.22% |
| 9 | Vanguard Balanced ETF Portfolio VBAL.TO | 0.00% | 486.72 | 0.22% |
| 10 | Vanguard Conservative ETF Portfolio VCNS.TO | 0.00% | 53.62 | 0.22% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.70
Neutral
Ratio by volume
0.73
Neutral
Buys
7
Sells
10
Shares acquired
599.6K
Shares disposed
826.0K
Cash buys
—
Cash sales
4.00
Net activity
-226,321
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-06 | Gupta Amit | Director / Officer | S-Sale | D | Common Stock | 69,833 | 1.19 | 82.9K | 987,387 | D | ↗ |
| 2026-04-02 | Gupta Amit | Director / Officer | S-Sale | D | Common Stock | 54,225 | 1.04 | 56.5K | 1,057,220 | D | ↗ |
| 2026-04-01 | Lynton Nicholas Hollmeyer | Officer | M-Exempt | A | Common Stock | 12,500 | 0.00 | — | 148,152 | D | ↗ |
| 2026-04-01 | Gupta Amit | Director / Officer | M-Exempt | D | Restricted Stock Units | 14,350 | 0.00 | — | 0 | D | ↗ |
| 2026-02-27 | Gupta Amit | Director / Officer | A-Award | A | Restricted Stock Units | 1,500,000 | 0.00 | — | 1,500,000 | D | ↗ |
| 2026-02-18 | Lynton Nicholas Hollmeyer | Officer | A-Award | A | Restricted Stock Unit | 220,000 | 0.00 | — | 220,000 | D | ↗ |
| 2026-02-18 | Gupta Amit | Director / Officer | S-Sale | D | Common Stock | 45,159 | 0.93 | 41.8K | 659,644 | D | ↗ |
| 2026-02-17 | Gupta Amit | Director / Officer | S-Sale | D | Common Stock | 52,049 | 0.90 | 46.9K | 704,803 | D | ↗ |
| 2026-02-16 | Gupta Amit | Director / Officer | M-Exempt | A | Common Stock | 125,000 | 0.00 | — | 756,852 | D | ↗ |
| 2026-01-12 | Evans David Thomas | Officer | — | — | Common Stock | 0 | 0.00 | — | 117,930 | D | ↗ |
| 2026-01-05 | Lynton Nicholas Hollmeyer | Officer | S-Sale | D | Common Stock | 6,253 | 1.17 | 7.3K | 122,862 | D | ↗ |
| 2026-01-05 | Gupta Amit | Director / Officer | S-Sale | D | Common Stock | 5,807 | 1.17 | 6.8K | 506,852 | D | ↗ |
| 2026-01-05 | DeSieno Alexis | Officer | S-Sale | D | Common Stock | 8,607 | 1.17 | 10.1K | 201,159 | D | ↗ |
| 2026-01-01 | Lynton Nicholas Hollmeyer | Officer | M-Exempt | A | Common Stock | 1,578 | 0.00 | — | 118,486 | D | ↗ |
| 2026-01-01 | Gupta Amit | Director / Officer | M-Exempt | A | Common Stock | 14,349 | 0.00 | — | 512,659 | D | ↗ |
| 2026-01-01 | DeSieno Alexis | Officer | M-Exempt | A | Common Stock | 14,349 | 0.00 | — | 209,766 | D | ↗ |
| 2025-10-30 | Gupta Srishti A. | Director | M-Exempt | A | Common Stock | 6,148 | 0.00 | — | 6,148 | D | ↗ |
| 2025-10-02 | Lynton Nicholas Hollmeyer | Officer | S-Sale | D | Common Stock | 6,098 | 2.27 | 13.8K | 116,327 | D | ↗ |
| 2025-10-02 | Gupta Amit | Director / Officer | S-Sale | D | Common Stock | 7,799 | 2.27 | 17.7K | 498,310 | D | ↗ |
| 2025-10-02 | DeSieno Alexis | Officer | S-Sale | D | Common Stock | 8,493 | 2.27 | 19.3K | 195,417 | D | ↗ |
| 2025-10-01 | Lynton Nicholas Hollmeyer | Officer | M-Exempt | A | Common Stock | 10,630 | 0.00 | — | 120,266 | D | ↗ |
| 2025-10-01 | Gupta Amit | Director / Officer | M-Exempt | A | Common Stock | 14,350 | 0.00 | — | 506,109 | D | ↗ |
| 2025-10-01 | DeSieno Alexis | Officer | M-Exempt | A | Common Stock | 14,350 | 0.00 | — | 203,910 | D | ↗ |
| 2025-08-19 | SOSIN CLIFFORD | 10% Owner | S-Sale | D | Common Stock | 200,000 | 1.12 | 224.5K | 5,199,023 | I | ↗ |
| 2025-08-19 | Gupta Amit | Director / Officer | S-Sale | D | Common Stock | 68,685 | 1.12 | 76.8K | 491,759 | D | ↗ |
| 2025-08-18 | SOSIN CLIFFORD | 10% Owner | S-Sale | D | Common Stock | 200,000 | 1.14 | 228.2K | 5,399,023 | I | ↗ |
| 2025-08-18 | Gupta Amit | Director / Officer | S-Sale | D | Common Stock | 68,260 | 1.13 | 76.8K | 560,444 | D | ↗ |
| 2025-08-16 | Gupta Amit | Director / Officer | M-Exempt | D | Restricted Stock Units | 125,000 | 0.00 | — | 250,000 | D | ↗ |
| 2025-08-15 | DeSieno Alexis | Officer | S-Sale | D | Common Stock | 26,048 | 1.22 | 31.7K | 189,560 | D | ↗ |
| 2025-08-14 | DeSieno Alexis | Officer | M-Exempt | A | Common Stock | 43,750 | 0.00 | — | 215,608 | D | ↗ |
| 2025-07-02 | Lynton Nicholas Hollmeyer | Officer | S-Sale | D | Common Stock | 5,271 | 1.78 | 9.4K | 109,636 | D | ↗ |
| 2025-07-02 | Gupta Amit | Director / Officer | S-Sale | D | Common Stock | 6,725 | 1.78 | 12.0K | 378,704 | D | ↗ |
| 2025-07-02 | DeSieno Alexis | Officer | S-Sale | D | Common Stock | 7,324 | 1.78 | 13.1K | 171,858 | D | ↗ |
| 2025-07-01 | Lynton Nicholas Hollmeyer | Officer | M-Exempt | A | Common Stock | 10,629 | 0.00 | — | 112,748 | D | ↗ |
| 2025-07-01 | Gupta Amit | Director / Officer | M-Exempt | D | Restricted Stock Units | 14,349 | 0.00 | — | 43,049 | D | ↗ |
| 2025-07-01 | DeSieno Alexis | Officer | M-Exempt | D | Restricted Stock Units | 14,349 | 0.00 | — | 43,049 | D | ↗ |
| 2025-06-30 | SOSIN CLIFFORD | 10% Owner | J-Other | D | 4.25% Convertible Senior Notes due 2029 | 57,000 | 0.00 | — | 21,243,000 | I | ↗ |
| 2025-06-23 | Lynton Nicholas Hollmeyer | Officer | A-Award | A | Performance Stock Unit | 9,375 | 0.00 | — | 9,375 | D | ↗ |
| 2025-06-23 | Gupta Amit | Director / Officer | A-Award | A | Performance Stock Unit | 300,000 | 0.00 | — | 300,000 | D | ↗ |
| 2025-06-23 | DeSieno Alexis | Officer | A-Award | A | Performance Stock Unit | 15,000 | 0.00 | — | 15,000 | D | ↗ |
| 2025-05-23 | Klinck John L. Jr. | Director | M-Exempt | D | Restricted Stock Unit | 11,000 | 0.00 | — | 0 | D | ↗ |
| 2025-05-23 | Hornsey Liane | Director | M-Exempt | A | Common Stock | 11,000 | 0.00 | — | 22,326 | D | ↗ |
| 2025-05-23 | Hill Scott A | Director | M-Exempt | D | Restricted Stock Unit | 11,000 | 0.00 | — | 0 | D | ↗ |
| 2025-05-23 | Francis Jonathan Edward | Director | M-Exempt | D | Restricted Stock Unit | 11,000 | 0.00 | — | 0 | D | ↗ |
| 2025-05-23 | Fernandez Andre J | Director | M-Exempt | D | Restricted Stock Unit | 11,000 | 0.00 | — | 0 | D | ↗ |
| 2025-05-20 | Klinck John L. Jr. | Director | A-Award | A | Restricted Stock Units | 11,000 | 0.00 | — | 11,000 | D | ↗ |
| 2025-05-20 | Hornsey Liane | Director | A-Award | A | Restricted Stock Units | 11,000 | 0.00 | — | 11,000 | D | ↗ |
| 2025-05-20 | Hill Scott A | Director | A-Award | A | Restricted Stock Units | 11,000 | 0.00 | — | 11,000 | D | ↗ |
| 2025-05-20 | Gupta Srishti A. | Director | A-Award | A | Restricted Stock Units | 11,000 | 0.00 | — | 11,000 | D | ↗ |
| 2025-05-20 | Francis Jonathan Edward | Director | A-Award | A | Restricted Stock Units | 11,000 | 0.00 | — | 11,000 | D | ↗ |
| 2025-05-20 | Fernandez Andre J | Director | A-Award | A | Restricted Stock Units | 11,000 | 0.00 | — | 11,000 | D | ↗ |
| 2025-05-15 | DeSieno Alexis | Officer | S-Sale | D | Common Stock | 26,217 | 1.94 | 50.8K | 164,833 | D | ↗ |
| 2025-05-14 | DeSieno Alexis | Officer | M-Exempt | A | Common Stock | 43,750 | 0.00 | — | 191,050 | D | ↗ |
| 2025-04-22 | Lynton Nicholas Hollmeyer | Officer | S-Sale | D | Common Stock | 303 | 1.51 | 458.44 | 102,119 | D | ↗ |
| 2025-04-20 | Lynton Nicholas Hollmeyer | Officer | M-Exempt | D | Restricted Stock Units | 682 | 0.00 | — | 0 | D | ↗ |
| 2025-04-09 | Hornsey Liane | Director | M-Exempt | D | Restricted Stock Unit | 1,326 | 0.00 | — | 0 | D | ↗ |
| 2025-04-02 | Lynton Nicholas Hollmeyer | Officer | S-Sale | D | Common Stock | 5,754 | 1.81 | 10.4K | 101,740 | D | ↗ |
| 2025-04-02 | Gupta Amit | Director / Officer | S-Sale | D | Common Stock | 7,342 | 1.81 | 13.3K | 371,080 | D | ↗ |
| 2025-04-02 | DeSieno Alexis | Officer | S-Sale | D | Common Stock | 7,998 | 1.81 | 14.4K | 147,300 | D | ↗ |
| 2025-04-01 | Lynton Nicholas Hollmeyer | Officer | M-Exempt | A | Common Stock | 1,578 | 0.00 | — | 107,494 | D | ↗ |
| 2025-04-01 | Gupta Amit | Director / Officer | M-Exempt | A | Common Stock | 14,350 | 0.00 | — | 378,422 | D | ↗ |
| 2025-04-01 | DeSieno Alexis | Officer | M-Exempt | A | Common Stock | 14,350 | 0.00 | — | 155,298 | D | ↗ |
| 2025-03-19 | Lynton Nicholas Hollmeyer | Officer | A-Award | A | Restricted Stock Unit | 120,000 | 0.00 | — | 0 | D | ↗ |
| 2025-03-19 | DeSieno Alexis | Officer | A-Award | A | Performance Stock Unit | 50,625 | 0.00 | — | 0 | D | ↗ |
| 2025-02-19 | Gupta Amit | Director / Officer | S-Sale | D | Common Stock | 54,565 | 3.18 | 173.5K | 364,072 | D | ↗ |
| 2025-02-18 | Gupta Amit | Director / Officer | S-Sale | D | Common Stock | 46,857 | 3.40 | 159.2K | 418,637 | D | ↗ |
| 2025-02-18 | DeSieno Alexis | Officer | S-Sale | D | Common Stock | 24,778 | 3.40 | 84.2K | 140,948 | D | ↗ |
| 2025-02-16 | Gupta Amit | Director / Officer | M-Exempt | A | Common Stock | 125,000 | 0.00 | — | 465,494 | D | ↗ |
| 2025-02-14 | DeSieno Alexis | Officer | M-Exempt | A | Common Stock | 43,750 | 0.00 | — | 165,726 | D | ↗ |
| 2025-01-30 | Lynton Nicholas Hollmeyer | Officer | S-Sale | D | Common Stock | 3,377 | 3.19 | 10.8K | 94,706 | D | ↗ |
| 2025-01-29 | Lynton Nicholas Hollmeyer | Officer | M-Exempt | A | Common Stock | 6,312 | 0.00 | — | 98,083 | D | ↗ |
| 2025-01-29 | Gupta Amit | Director / Officer | A-Award | A | Restricted Stock Units | 500,000 | 0.00 | — | 500,000 | D | ↗ |
| 2025-01-24 | Gupta Amit | Director / Officer | S-Sale | D | Common Stock | 15,160 | 3.92 | 59.4K | 215,494 | D | ↗ |
| 2025-01-23 | Gupta Amit | Director / Officer | M-Exempt | A | Common Stock | 43,750 | 0.00 | — | 230,654 | D | ↗ |
| 2025-01-03 | Lynton Nicholas Hollmeyer | Officer | S-Sale | D | Common Stock | 6,464 | 3.67 | 23.7K | 91,771 | D | ↗ |
| 2025-01-03 | Gupta Amit | Director / Officer | S-Sale | D | Common Stock | 5,964 | 3.67 | 21.9K | 186,904 | D | ↗ |
| 2025-01-03 | DeSieno Alexis | Officer | S-Sale | D | Common Stock | 8,854 | 3.67 | 32.5K | 121,976 | D | ↗ |
| 2025-01-01 | Lynton Nicholas Hollmeyer | Officer | M-Exempt | A | Common Stock | 10,630 | 0.00 | — | 98,235 | D | ↗ |
| 2025-01-01 | Gupta Amit | Director / Officer | M-Exempt | A | Common Stock | 14,349 | 0.00 | — | 192,868 | D | ↗ |
| 2025-01-01 | Francis Jonathan Edward | Director | M-Exempt | A | Common Stock | 4,310 | 0.00 | — | 4,310 | D | ↗ |
| 2025-01-01 | Fernandez Andre J | Director | M-Exempt | A | Common Stock | 4,310 | 0.00 | — | 4,310 | D | ↗ |
| 2025-01-01 | DeSieno Alexis | Officer | M-Exempt | D | Restricted Stock Units | 14,349 | 0.00 | — | 71,748 | D | ↗ |
| 2024-12-31 | SOSIN CLIFFORD | 10% Owner | J-Other | D | Common Stock | 754,032 | 0.00 | — | 5,614,878 | I | ↗ |
| 2024-12-30 | SOSIN CLIFFORD | 10% Owner | S-Sale | D | Common Stock | 15,650 | 3.78 | 59.1K | 6,384,560 | I | ↗ |
| 2024-12-19 | SOSIN CLIFFORD | 10% Owner | S-Sale | D | 4.25% Convertible Senior Notes due 2029 | 2,700,000 | 0.00 | — | 21,300,000 | I | ↗ |
| 2024-12-03 | SOSIN CLIFFORD | 10% Owner | S-Sale | D | Common Stock | 19,523 | 3.95 | 77.2K | 6,400,210 | I | ↗ |
| 2024-11-15 | DeSieno Alexis | Officer | S-Sale | D | Common Stock | 25,118 | 3.43 | 86.2K | 116,481 | D | ↗ |
| 2024-11-14 | DeSieno Alexis | Officer | M-Exempt | A | Common Stock | 43,750 | 0.00 | — | 141,599 | D | ↗ |
| 2024-10-30 | Gupta Srishti A. | Director | A-Award | A | Restricted Stock Unit | 6,148 | 0.00 | — | 6,148 | D | ↗ |
| 2024-10-24 | Gupta Amit | Director / Officer | S-Sale | D | Common Stock | 22,607 | 3.85 | 86.9K | 178,519 | D | ↗ |
| 2024-10-23 | Gupta Amit | Director / Officer | M-Exempt | D | Restricted Stock Unit | 43,750 | 0.00 | — | 43,750 | D | ↗ |
| 2024-10-02 | Lynton Nicholas Hollmeyer | Officer | S-Sale | D | Common Stock | 5,936 | 3.09 | 18.3K | 85,445 | D | ↗ |
| 2024-10-02 | Gupta Amit | Director / Officer | S-Sale | D | Common Stock | 7,543 | 3.09 | 23.3K | 157,376 | D | ↗ |
| 2024-10-02 | DeSieno Alexis | Officer | S-Sale | D | Common Stock | 7,487 | 3.09 | 23.1K | 97,849 | D | ↗ |
| 2024-10-01 | Lynton Nicholas Hollmeyer | Officer | M-Exempt | D | Restricted Stock Unit | 10,629 | 0.00 | — | 63,777 | D | ↗ |
| 2024-10-01 | Gupta Amit | Director / Officer | M-Exempt | A | Common Stock | 14,350 | 0.00 | — | 164,919 | D | ↗ |
| 2024-10-01 | DeSieno Alexis | Officer | M-Exempt | D | Restricted Stock Units | 14,350 | 0.00 | — | 86,097 | D | ↗ |
| 2024-09-05 | Hill Scott A | Director | M-Exempt | A | Common Stock | 6,748 | 0.00 | — | 46,748 | — | ↗ |
| 2024-08-21 | Gupta Amit | Director / Officer | A-Award | A | Restricted Stock Units | 500,000 | 0.00 | — | 500,000 | — | ↗ |
| 2024-08-15 | DeSieno Alexis | Officer | S-Sale | D | Common Stock | 90,912 | 3.71 | 337.1K | 90,986 | — | ↗ |
| 2024-08-14 | DeSieno Alexis | Officer | M-Exempt | A | Common Stock | 175,000 | 0.00 | — | 181,898 | — | ↗ |
| 2024-08-12 | Klinck John L. Jr. | Director | P-Purchase | A | Common Stock | 14,000 | 3.49 | 48.9K | 67,593 | — | ↗ |
| 2024-08-12 | Hornsey Liane | Director | P-Purchase | A | Common Stock | 10,000 | 3.59 | 35.9K | 10,000 | — | ↗ |
| 2024-08-12 | Hill Scott A | Director | P-Purchase | A | Common Stock | 40,000 | 3.58 | 143.2K | 40,000 | — | ↗ |
| 2024-07-24 | Gupta Amit | Officer | S-Sale | D | Common Stock | 22,699 | 8.67 | 196.7K | 150,569 | — | ↗ |
| 2024-07-23 | Gupta Amit | Officer | M-Exempt | A | Common Stock | 43,750 | 0.00 | — | 173,268 | — | ↗ |
| 2024-07-02 | Lynton Nicholas Hollmeyer | Officer | S-Sale | D | Common Stock | 5,956 | 7.95 | 47.4K | 78,593 | — | ↗ |
| 2024-07-02 | Gupta Amit | Officer | S-Sale | D | Common Stock | 7,507 | 7.95 | 59.7K | 129,518 | — | ↗ |
| 2024-07-02 | DeSieno Alexis | Officer | S-Sale | D | Common Stock | 7,451 | 7.95 | 59.3K | 6,898 | — | ↗ |
| 2024-07-01 | Lynton Nicholas Hollmeyer | Officer | M-Exempt | A | Common Stock | 1,578 | 0.00 | — | 83,968 | — | ↗ |
| 2024-07-01 | Gupta Amit | Officer | M-Exempt | A | Common Stock | 14,349 | 0.00 | — | 137,025 | — | ↗ |
| 2024-07-01 | DeSieno Alexis | Officer | A-Award | A | Common Stock | 14,349 | 0.00 | — | 14,349 | — | ↗ |
| 2024-06-28 | SOSIN CLIFFORD | 10% Owner | J-Other | D | Common Stock | 45,126 | 0.00 | — | 6,419,733 | — | ↗ |
| 2024-06-04 | Temsamani Karim Saad | Director / Officer | S-Sale | D | Common Stock | 43,129 | 8.66 | 373.3K | 385,530 | — | ↗ |
| 2024-06-01 | Temsamani Karim Saad | Director / Officer | M-Exempt | D | Restricted Stock Unit | 84,079 | 0.00 | — | 756,710 | — | ↗ |
| 2024-05-23 | Lapic S Aimee | Director | M-Exempt | D | Restricted Stock Unit | 28,547 | 0.00 | — | 0 | — | ↗ |
| 2024-05-23 | Klinck John L. Jr. | Director | M-Exempt | D | Restricted Stock Unit | 28,547 | 0.00 | — | 0 | — | ↗ |
| 2024-05-23 | Jensen Jessica | Director | M-Exempt | D | Restricted Stock Unit | 28,547 | 0.00 | — | 0 | — | ↗ |
| 2024-05-23 | Hornsey Liane | Director | A-Award | A | Restricted Stock Unit | 11,000 | 0.00 | — | 11,000 | — | ↗ |
| 2024-05-23 | Hill Scott A | Director | A-Award | A | Restricted Stock Unit | 11,000 | 0.00 | — | 11,000 | — | ↗ |
| 2024-05-23 | Francis Jonathan Edward | Director | A-Award | A | Restricted Stock Unit | 11,000 | 0.00 | — | 11,000 | — | ↗ |
| 2024-05-23 | Fernandez Andre J | Director | A-Award | A | Restricted Stock Unit | 11,000 | 0.00 | — | 11,000 | — | ↗ |
| 2024-05-13 | SOSIN CLIFFORD | 10% Owner | P-Purchase | A | Common Stock | 3,746 | 8.99 | 33.7K | 6,464,859 | — | ↗ |
| 2024-05-10 | SOSIN CLIFFORD | 10% Owner | P-Purchase | A | Common Stock | 100,000 | 8.79 | 878.5K | 6,461,113 | — | ↗ |
| 2024-05-09 | SOSIN CLIFFORD | 10% Owner | P-Purchase | A | Common Stock | 225,000 | 8.73 | 1.96M | 6,361,113 | — | ↗ |
| 2024-04-24 | Gupta Amit | Officer | S-Sale | D | Common Stock | 23,416 | 11.91 | 278.9K | 122,676 | — | ↗ |
| 2024-04-23 | Lynton Nicholas Hollmeyer | Officer | S-Sale | D | Common Stock | 276 | 12.76 | 3.5K | 71,761 | — | ↗ |
| 2024-04-23 | Gupta Amit | Officer | M-Exempt | A | Common Stock | 43,750 | 0.00 | — | 146,092 | — | ↗ |
| 2024-04-22 | Lynton Nicholas Hollmeyer | Officer | M-Exempt | A | Common Stock | 682 | 0.00 | — | 72,037 | — | ↗ |
| 2024-04-09 | Hornsey Liane | Director | A-Award | A | Restricted Stock Unit | 1,326 | 0.00 | — | 1,326 | — | ↗ |
| 2024-04-02 | Temsamani Karim Saad | Director / Officer | S-Sale | D | Common Stock | 32,564 | 13.69 | 445.8K | 344,734 | — | ↗ |
| 2024-04-02 | Lynton Nicholas Hollmeyer | Officer | S-Sale | D | Common Stock | 12,401 | 13.69 | 169.8K | 71,414 | — | ↗ |
| 2024-04-01 | Temsamani Karim Saad | Director / Officer | M-Exempt | D | Restricted Stock Unit | 50,000 | 0.00 | — | 0 | — | ↗ |
| 2024-04-01 | SOSIN CLIFFORD | 10% Owner | J-Other | D | Common Stock | 237,563 | 0.00 | — | 6,136,113 | — | ↗ |
| 2024-04-01 | Lynton Nicholas Hollmeyer | Officer | M-Exempt | D | Restricted Stock Unit | 581 | 0.00 | — | 4,650 | — | ↗ |
| 2024-03-27 | SOSIN CLIFFORD | 10% Owner | P-Purchase | A | 4.25% Convertible Senior Notes due 2029 | 20,000,000 | 0.00 | — | 20,000,000 | — | ↗ |
| 2024-03-22 | Temsamani Karim Saad | Director / Officer | A-Award | A | Restricted Stock Unit | 300,000 | 0.00 | — | 300,000 | — | ↗ |
| 2024-03-22 | Lynton Nicholas Hollmeyer | Officer | A-Award | A | Restricted Stock Unit | 85,035 | 0.00 | — | 85,035 | — | ↗ |
| 2024-03-22 | Gupta Amit | Officer | A-Award | A | Restricted Stock Units | 114,796 | 0.00 | — | 114,796 | — | ↗ |
| 2024-03-22 | DeSieno Alexis | Officer | A-Award | A | Restricted Stock Unit | 114,796 | 0.00 | — | 114,796 | — | ↗ |
| 2024-03-19 | SOSIN CLIFFORD | 10% Owner | P-Purchase | A | Common Stock | 350,000 | 14.16 | 4.96M | 6,373,676 | — | ↗ |
| 2024-03-18 | SOSIN CLIFFORD | 10% Owner | P-Purchase | A | Common Stock | 350,000 | 13.40 | 4.69M | 6,023,676 | — | ↗ |
| 2024-03-15 | SOSIN CLIFFORD | 10% Owner | P-Purchase | A | Common Stock | 311,715 | 13.71 | 4.27M | 5,673,676 | — | ↗ |
| 2024-03-04 | Temsamani Karim Saad | Director / Officer | S-Sale | D | Common Stock | 34,515 | 7.89 | 272.3K | 327,298 | — | ↗ |
| 2024-03-01 | Temsamani Karim Saad | Director / Officer | M-Exempt | D | Restricted Stock Unit | 84,078 | 0.00 | — | 840,789 | — | ↗ |
| 2024-01-24 | Gupta Amit | Officer | S-Sale | D | Common Stock | 72,658 | 6.10 | 443.3K | 102,342 | — | ↗ |
| 2024-01-23 | Gupta Amit | Officer | M-Exempt | A | Common Stock | 175,000 | 0.00 | — | 175,000 | — | ↗ |
| 2024-01-12 | SOSIN CLIFFORD | 10% Owner | S-Sale | D | Common Stock | 17,155 | 7.00 | 120.1K | 5,361,961 | — | ↗ |
| 2024-01-03 | Temsamani Karim Saad | Director / Officer | S-Sale | D | Common Stock | 31,123 | 7.77 | 241.8K | 277,735 | — | ↗ |
| 2024-01-03 | Lynton Nicholas Hollmeyer | Officer | S-Sale | D | Common Stock | 15,620 | 7.77 | 121.4K | 55,849 | — | ↗ |
| 2024-01-02 | SOSIN CLIFFORD | 10% Owner | S-Sale | D | Common Stock | 37,000 | 8.86 | 327.7K | 5,379,116 | — | ↗ |
| 2024-01-01 | Temsamani Karim Saad | Director / Officer | M-Exempt | D | Restricted Stock Unit | 50,000 | 0.00 | — | 50,000 | — | ↗ |
| 2024-01-01 | Lynton Nicholas Hollmeyer | Officer | M-Exempt | D | Restricted Stock Unit | 25,000 | 0.00 | — | 25,000 | — | ↗ |
| 2024-01-01 | Francis Jonathan Edward | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-01-01 | Fernandez Andre J | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-05 | Temsamani Karim Saad | Director / Officer | S-Sale | D | Common Stock | 40,413 | 8.21 | 331.8K | 258,858 | — | ↗ |
| 2023-12-01 | Temsamani Karim Saad | Director / Officer | M-Exempt | D | Restricted Stock Unit | 84,079 | 0.00 | — | 924,867 | — | ↗ |
| 2023-10-02 | Temsamani Karim Saad | Director / Officer | S-Sale | D | Common Stock | 106 | 16.35 | 1.7K | 215,192 | — | ↗ |
| 2023-10-02 | Lynton Nicholas Hollmeyer | Officer | S-Sale | D | Common Stock | 2,101 | 15.70 | 33.0K | 44,357 | — | ↗ |
| 2023-10-01 | Temsamani Karim Saad | Director / Officer | M-Exempt | D | Restricted Stock Units | 50,000 | 0.00 | — | 100,000 | — | ↗ |
| 2023-10-01 | Lynton Nicholas Hollmeyer | Officer | M-Exempt | D | Restricted Stock Unit | 415 | 0.00 | — | 0 | — | ↗ |
| 2023-09-19 | Mishurov Alex | Director | — | I | Common Stock | 0 | 0.00 | — | 1,218,830 | — | ↗ |
| 2023-09-08 | Temsamani Karim Saad | Director / Officer | S-Sale | D | Common Stock | 81,542 | 17.71 | 1.44M | 193,768 | — | ↗ |
| 2023-09-07 | Temsamani Karim Saad | Director / Officer | S-Sale | D | Common Stock | 85,431 | 16.90 | 1.44M | 275,310 | — | ↗ |
| 2023-09-05 | Hill Scott A | Director | A-Award | A | Restricted Stock Units | 6,748 | 0.00 | — | 6,748 | — | ↗ |
| 2023-09-01 | Temsamani Karim Saad | Director / Officer | M-Exempt | D | Restricted Stock Unit | 336,315 | 0.00 | — | 1,008,946 | — | ↗ |
| 2023-08-14 | DeSieno Alexis | Officer | A-Award | A | Restricted Stock Units | 350,000 | 0.00 | — | 350,000 | — | ↗ |
| 2023-08-09 | Lynton Nicholas Hollmeyer | Officer | S-Sale | D | Common Stock | 7,500 | 13.67 | 102.5K | 29,486 | — | ↗ |
| 2023-08-07 | Lynton Nicholas Hollmeyer | Officer | S-Sale | D | Common Stock | 165 | 14.05 | 2.3K | 36,986 | — | ↗ |
| 2023-07-19 | Christiansen Andrew | Officer | S-Sale | D | Common Stock | 13,404 | 10.20 | 136.7K | 70,775 | — | ↗ |
| 2023-07-18 | Christiansen Andrew | Officer | M-Exempt | A | Common Stock | 30,147 | 0.00 | — | 84,179 | — | ↗ |
| 2023-07-03 | Temsamani Karim Saad | Director / Officer | S-Sale | D | Common Stock | 25,574 | 6.13 | 156.7K | 24,426 | — | ↗ |
| 2023-07-03 | Lynton Nicholas Hollmeyer | Officer | S-Sale | D | Common Stock | 9,906 | 6.13 | 60.7K | 42,108 | — | ↗ |
| 2023-07-01 | Temsamani Karim Saad | Director / Officer | M-Exempt | D | Restricted Stock Unit | 50,000 | 0.00 | — | 150,000 | — | ↗ |
| 2023-07-01 | Lynton Nicholas Hollmeyer | Officer | M-Exempt | D | Restricted Stock Unit | 25,000 | 0.00 | — | 75,000 | — | ↗ |
| 2023-06-23 | Christiansen Andrew | Officer | S-Sale | D | Common Stock | 649 | 5.68 | 3.7K | 54,032 | — | ↗ |
| 2023-06-22 | Christiansen Andrew | Officer | M-Exempt | D | Restricted Stock Units | 2,034 | 0.00 | — | 0 | — | ↗ |
| 2023-05-24 | Weisman Tony | Director | M-Exempt | D | Restricted Stock Units | 6,465 | 0.00 | — | 0 | — | ↗ |
| 2023-05-24 | Suh Chris | Director | M-Exempt | D | Restricted Stock Units | 6,465 | 0.00 | — | 0 | — | ↗ |
| 2023-05-24 | Lapic S Aimee | Director | M-Exempt | A | Common Stock | 6,465 | 0.00 | — | 14,364 | — | ↗ |
| 2023-05-24 | Klinck John L. Jr. | Director | M-Exempt | D | Restricted Stock Units | 6,465 | 0.00 | — | 0 | — | ↗ |
| 2023-05-24 | Jensen Jessica | Director | M-Exempt | A | Common Stock | 6,465 | 0.00 | — | 10,059 | — | ↗ |
| 2023-05-24 | BALEN JOHN V | Director | M-Exempt | D | Restricted Stock Units | 6,465 | 0.00 | — | 0 | — | ↗ |
| 2023-05-24 | Adams David Leslie | Director | M-Exempt | A | Common Stock | 6,465 | 0.00 | — | 40,514 | — | ↗ |
| 2023-05-23 | Weisman Tony | Director | A-Award | A | Restricted Stock Units | 28,547 | 0.00 | — | 28,547 | — | ↗ |
| 2023-05-23 | Suh Chris | Director | A-Award | A | Restricted Stock Units | 28,547 | 0.00 | — | 28,547 | — | ↗ |
| 2023-05-23 | Lapic S Aimee | Director | A-Award | A | Restricted Stock Units | 28,547 | 0.00 | — | 28,547 | — | ↗ |
| 2023-05-23 | Klinck John L. Jr. | Director | A-Award | A | Restricted Stock Units | 28,547 | 0.00 | — | 28,547 | — | ↗ |
| 2023-05-23 | Jensen Jessica | Director | A-Award | A | Restricted Stock Units | 28,547 | 0.00 | — | 28,547 | — | ↗ |
| 2023-05-23 | BALEN JOHN V | Director | A-Award | A | Restricted Stock Units | 28,547 | 0.00 | — | 28,547 | — | ↗ |
| 2023-05-23 | Adams David Leslie | Director | A-Award | A | Restricted Stock Units | 28,547 | 0.00 | — | 28,547 | — | ↗ |
| 2023-04-20 | Lynton Nicholas Hollmeyer | Officer | M-Exempt | A | Common Stock | 682 | 0.00 | — | 20,122 | — | ↗ |
| 2023-04-05 | Temsamani Karim Saad | Director / Officer | A-Award | A | Restricted Stock Units | 200,000 | 0.00 | — | 200,000 | — | ↗ |
| 2023-04-05 | Lynton Nicholas Hollmeyer | Officer | A-Award | A | Restricted Stock Unit | 100,000 | 0.00 | — | 100,000 | — | ↗ |
| 2023-04-05 | Christiansen Andrew | Officer | M-Exempt | A | Common Stock | 3,409 | 0.00 | — | 52,647 | — | ↗ |
| 2023-04-02 | Lynton Nicholas Hollmeyer | Officer | M-Exempt | A | Common Stock | 625 | 0.00 | — | 19,440 | — | ↗ |
| 2023-04-01 | Lynton Nicholas Hollmeyer | Officer | M-Exempt | D | Restricted Stock Unit | 806 | 0.00 | — | 807 | — | ↗ |
| 2023-04-01 | Christiansen Andrew | Officer | M-Exempt | D | Restricted Stock Units | 9,677 | 0.00 | — | 9,677 | — | ↗ |
| 2023-03-22 | Christiansen Andrew | Officer | M-Exempt | D | Restricted Stock Units | 8,136 | 0.00 | — | 24,411 | — | ↗ |
| 2023-01-23 | Gupta Amit | Officer | A-Award | A | Restricted Stock Unit | 350,000 | 0.00 | — | 350,000 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-107.1K
Shares Outstanding
55.07M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Amit Gupta, Chief Executive Officer and Director | 550.0K | 318.2K | 4.00M | — | 166.1K | — | 5.03M | 79.44% | ↗ |
| 2 | 2025 | Alexis DeSieno, Former Chief Financial Officer | 415.0K | 325.0K | 527.4K | — | — | — | 1.27M | 41.61% | ↗ |
| 3 | 2025 | Nick Lynton, Chief Legal and Privacy Officer | 350.8K | 338.3K | 441.3K | — | 79.5K | — | 1.21M | 36.48% | ↗ |
| 4 | 2024 | Karim Temsamani, former Chief Executive Officer and Director | 418.7K | — | 4.77M | — | — | 26.6K | 5.22M | 91.46% | ↗ |
| 5 | 2024 | Amit Gupta, Chief Executive Officer, Director and former Chief Operating Officer | 438.1K | 275.0K | 3.85M | — | — | 33.3K | 4.59M | 83.74% | ↗ |
| 6 | 2024 | Amit Gupta, Chief Executive Officer and Director | 438.1K | 275.0K | 3.85M | — | — | — | 4.56M | 84.36% | ↗ |
| 7 | 2024 | Alexis DeSieno, Chief Financial Officer | 400.0K | — | 1.83M | — | — | 19.1K | 2.24M | 81.33% | ↗ |
| 8 | 2024 | Alexis DeSieno, Former Chief Financial Officer | 400.0K | — | 1.83M | — | — | — | 2.23M | 82.02% | ↗ |
| 9 | 2024 | Nick Lynton, Chief Legal and Privacy Officer | 334.8K | — | 1.35M | — | — | — | 1.69M | 80.15% | ↗ |
| 10 | 2023 | Alexis DeSieno, Chief Financial Officer | 153.5K | 165.0K | 4.78M | — | 117.8K | 7.1K | 5.23M | 91.52% | ↗ |
| 11 | 2023 | Amit Gupta, Chief Operating Officer | 331.0K | 100.0K | 1.93M | — | 252.6K | 28.0K | 2.64M | 73.01% | ↗ |
| 12 | 2023 | Amit Gupta, Chief Executive Officer, Director and former Chief Operating Officer | 331.0K | 100.0K | 1.93M | — | 252.6K | 28.0K | 2.64M | 73.01% | ↗ |
| 13 | 2023 | Karim Temsamani, Chief Executive Officer and Director | 500.0K | — | 968.0K | — | 384.0K | 33.9K | 1.89M | 51.33% | ↗ |
| 14 | 2023 | Karim Temsamani, former Chief Executive Officer and Director | 500.0K | — | 968.0K | — | 384.0K | 33.9K | 1.89M | 51.33% | ↗ |
| 15 | 2023 | Nick Lynton, Chief Legal and Privacy Officer | 311.2K | — | 484.0K | — | 239.2K | 27.0K | 1.06M | 45.60% | ↗ |
| 16 | 2023 | Andrew C. Christiansen, Former Chief Financial Officer | 197.5K | — | — | — | — | 166.2K | 363.7K | 0.00% | ↗ |
| 17 | 2022 | Karim Temsamani, Chief Executive Officer and Director | 166.7K | 250.0K | 16.91M | — | — | 7.4K | 17.33M | 97.55% | ↗ |
| 18 | 2022 | Karim Temsamani, former Chief Executive Officer and Director | 166.7K | 250.0K | 16.91M | — | — | 7.4K | 17.33M | 97.55% | ↗ |
| 19 | 2022 | Lynne M. Laube, Former Chief Executive Officer, Co-Founder and Director | 443.1K | — | 7.58M | — | 66.4K | 20.6K | 8.11M | 93.46% | ↗ |
| 20 | 2022 | Andrew C. Christiansen, Former Chief Financial Officer | 350.0K | — | 4.31M | — | 44.3K | 21.1K | 4.72M | 91.20% | ↗ |
| 21 | 2022 | Andrew C. Christiansen, Chief Financial Officer | 350.0K | — | 4.31M | — | 44.3K | 21.1K | 4.72M | 91.20% | ↗ |
| 22 | 2022 | Kirk L. Somers, Former Chief Legal and Privacy Officer | 300.0K | — | 2.23M | — | 40.5K | 20.5K | 2.59M | 86.06% | ↗ |
| 23 | 2022 | Nick Lynton, Chief Legal and Privacy Officer | 243.5K | 2.5K | 1.31M | — | 11.1K | 13.1K | 1.58M | 82.86% | ↗ |
| 24 | 2021 | Lynne M. Laube, Chief Executive Officer, Co-Founder and Director | 460.0K | 74.0K | 5.90M | — | 172.7K | 20.4K | 6.63M | 89.03% | ↗ |
| 25 | 2021 | Lynne M. Laube, Former Chief Executive Officer, Co-Founder and Director | 460.0K | 74.0K | 5.90M | — | 172.7K | 20.4K | 6.63M | 89.03% | ↗ |
| 26 | 2021 | Andrew C. Christiansen, Chief Financial Officer | 338.3K | 56.7K | 3.04M | — | 132.3K | 12.9K | 3.58M | 84.89% | ↗ |
| 27 | 2021 | Andrew C. Christiansen, Former Chief Financial Officer | 338.3K | 56.7K | 3.04M | — | 132.3K | 12.9K | 3.58M | 84.89% | ↗ |
| 28 | 2021 | Kirk L. Somers, Former Chief Legal and Privacy Officer | 288.0K | 93.5K | 1.52M | — | 108.9K | 22.2K | 2.03M | 74.75% | ↗ |
| 29 | 2021 | Kirk L. Somers, Chief Legal and Privacy Officer | 288.0K | 93.5K | 1.52M | — | 108.9K | 22.2K | 2.03M | 74.75% | ↗ |
| 30 | 2020 | Lynne M. Laube, Former Chief Executive Officer, Co-Founder and Director | 362.5K | — | 5.33M | — | 60.3K | 18.6K | 5.77M | 92.36% | ↗ |
| 31 | 2020 | Lynne M. Laube, Chief Executive Officer, Co-Founder and Director | 362.5K | — | 5.33M | — | 60.3K | 18.6K | 5.77M | 92.36% | ↗ |
| 32 | 2020 | David T. Evans, Former Chief Administrative Officer, Former Chief Financial Officer and Head of Corporate Development | 225.0K | — | 4.81M | — | 39.6K | 106.1K | 5.18M | 92.84% | ↗ |
| 33 | 2020 | Scott D. Grimes, Executive Chairman, Former Chief Executive Officer, Co-Founder and Director | 262.5K | — | 3.94M | — | 36.2K | 18.1K | 4.26M | 92.56% | ↗ |
| 34 | 2020 | Andrew C. Christiansen, Chief Financial Officer | 267.5K | — | 2.59M | — | 42.2K | 11.4K | 2.91M | 88.95% | ↗ |
| 35 | 2020 | Kirk L. Somers, Former Chief Legal and Privacy Officer | 286.0K | — | 2.27M | — | 43.4K | 21.6K | 2.62M | 86.62% | ↗ |
| 36 | 2020 | Kirk L. Somers, Chief Legal and Privacy Officer | 286.0K | — | 2.27M | — | 43.4K | 21.6K | 2.62M | 86.62% | ↗ |
| 37 | 2019 | Scott D. Grimes, Executive Chairman, Former Chief Executive Officer, Co-Founder and Director | 300.0K | — | 4.56M | — | 240.0K | 8.8K | 5.11M | 89.26% | ↗ |
| 38 | 2019 | Scott D. Grimes, Chief Executive Officer, Co-Founder and Director | 300.0K | — | 4.56M | — | 240.0K | 8.8K | 5.11M | 89.26% | ↗ |
| 39 | 2019 | Lynne M. Laube, Chief Executive Officer, Co-Founder and Director | 300.0K | — | 3.26M | — | 240.0K | 18.5K | 3.82M | 85.37% | ↗ |
| 40 | 2019 | Lynne M. Laube, Chief Operating Officer, Co-Founder and Director | 300.0K | — | 3.26M | — | 240.0K | 18.5K | 3.82M | 85.37% | ↗ |
| 41 | 2019 | David T. Evans, Chief Administrative Officer, Former Chief Financial Officer and Head of Corporate Development | 300.0K | — | 2.53M | — | 240.0K | 49.0K | 3.12M | 81.14% | ↗ |
| 42 | 2019 | David T. Evans, Former Chief Administrative Officer, Former Chief Financial Officer and Head of Corporate Development | 300.0K | — | 2.53M | — | 240.0K | 49.0K | 3.12M | 81.14% | ↗ |
| 43 | 2019 | Kirk L. Somers, Chief Legal and Privacy Officer | 273.8K | — | 1.81M | — | 219.9K | 21.4K | 2.32M | 77.85% | ↗ |
| 44 | 2018 | David T. Evans, Former Chief Administrative Officer, Former Chief Financial Officer and Head of Corporate Development | 300.0K | — | 1.68M | — | 147.4K | 40.2K | 2.17M | 77.51% | ↗ |
| 45 | 2018 | David T. Evans, Chief Financial Officer and Head of Corporate Development | 300.0K | — | 1.68M | — | 147.4K | 40.2K | 2.17M | 77.51% | ↗ |
| 46 | 2018 | David T. Evans, Chief Administrative Officer, Former Chief Financial Officer and Head of Corporate Development | 300.0K | — | 1.68M | — | 147.4K | 40.2K | 2.17M | 77.51% | ↗ |
| 47 | 2018 | Scott D. Grimes, Executive Chairman, Former Chief Executive Officer, Co-Founder and Director | 300.0K | — | 1.68M | — | 147.4K | 20.8K | 2.15M | 78.21% | ↗ |
| 48 | 2018 | Scott D. Grimes, Chief Executive Officer, Co-Founder and Director | 300.0K | — | 1.68M | — | 147.4K | 20.8K | 2.15M | 78.21% | ↗ |
| 49 | 2018 | Lynne M. Laube, Chief Operating Officer, Co-Founder and Director | 280.0K | — | 1.68M | — | 137.6K | 23.3K | 2.12M | 79.22% | ↗ |
| 50 | 2018 | Lynne M. Laube, Chief Executive Officer, Co-Founder and Director | 280.0K | — | 1.68M | — | 137.6K | 23.3K | 2.12M | 79.22% | ↗ |
| 51 | 2018 | Kirk L. Somers, Chief Legal and Privacy Officer | 255.0K | — | 1.68M | — | 125.3K | 20.6K | 2.08M | 80.74% | ↗ |
| 52 | 2017 | Scott D. Grimes, Chief Executive Officer, Co-Founder and Director | 300.0K | — | — | 653.8K | 178.2K | 24.3K | 1.16M | 56.54% | ↗ |
| 53 | 2017 | Lynne M. Laube, Chief Operating Officer, Co-Founder and Director | 280.0K | — | — | 653.8K | 166.3K | 21.3K | 1.12M | 58.30% | ↗ |
| 54 | 2017 | David T. Evans, Chief Financial Officer and Head of Corporate Development | 300.0K | — | — | 435.9K | 178.2K | 73.1K | 987.3K | 44.15% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Amit Gupta | Chief Executive Officer & Director | 1M | male |
| Nick Lynton | Chief Legal & Privacy Officer and Secretary | 768.5K | male |
| David Evans | Chief Financial Officer | 370.7K | male |
| Rory Mitchell | Chief Business Officer of US and UK | — | male |
| Jose Singer | Chief Product Officer | — | male |
| Carson Napps | Chief People Officer | — | female |
| Peter Chan | Chief Technology Officer | — | male |
ESG Rating
ESG Score History ADVERTISING AGENCIES
Benchmark vs Sector
Senate Trading Activity
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2020-03-18 | 2020-04-05 | David Perdue | — | Joint | Purchase | $100,001 - $250,000 | ↗ |
| 2020-01-23 | 2020-02-03 | David Perdue | — | Joint | Sale (Partial) | $1,000,001 - $5,000,000 | ↗ |
| 2018-07-18 | 2018-08-01 | David Perdue | — | Joint | Purchase | $1,000,001 - $5,000,000 | ↗ |
| 2017-07-18 | 2018-08-01 | David Perdue | — | Joint | Purchase | $1,000,001 - $5,000,000 | ↗ |
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for CDLX
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.
