Celsius Holdings, Inc. (CELH)
Boca Raton, FL, US
Celsius Holdings, Inc. is a global enterprise specializing in the development, production, promotion, and distribution of functional beverages and liquid nutritional supplements. Its extensive reach covers North America, Europe, Asia, and other international markets. The company's diverse product lineup includes CELSIUS Originals, offering both sparkling and still functional energy drinks. For a dietary supplement with an energy boost, they provide CELSIUS HEAT, available in carbonated varieties like apple jack'd, orangesicle, and inferno punch, as well as cherry lime, blueberry pomegranate, strawberry dragon fruit, tangerine grapefruit, and jackfruit. Muscle recovery is addressed with CELSIUS BCCA+ENERGY, a functional energy drink rich in branched-chain amino acids. Consumers seeking on-the-go options can find CELSIUS On-the-Go, which packages the active ingredients of their energy drinks as a powder in individual packets and canisters. Additionally, their CELSIUS Sweetened line features non-carbonated functional energy drinks in flavors such as sparkling grapefruit, cucumber lime, orange pomegranate, pineapple coconut, watermelon berry, and strawberries and cream. Celsius Holdings ensures its products reach a broad audience through a multifaceted distribution strategy, encompassing direct-to-store delivery partnerships, direct sales to various retailers including supermarkets, convenience stores, pharmacies, nutritional stores, and mass merchants, as well as sales to health clubs, spas, gyms, the military, and e-commerce channels. Founded in 2004 as Vector Ventures, Inc. before adopting its current name in January 2007, the company's headquarters are located in Boca Raton, Florida.
7 articles
- INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Celsius Holdings, Inc. - CELH PRNewsWire
- INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Celsius Holdings, Inc. - CELH Globe News Wire
- INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Celsius Holdings, Inc. - CELH GlobeNewsWire
- Will Celsius (CELH) Beat Estimates Again in Its Next Earnings Report? Zacks Investment Research
- These 3 Stocks Offer Investors Exposure to the Functional Beverage Boom MarketBeat
No mergers or acquisitions recorded for this company.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.36% | -15.16% | -12.03% | -33.73% | -32.72% | -35.26% | -21.94% | -32.47% | +71.85% | +3,540.59% | +122.13% |
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 | 6 | 0 |
| Buy | 13 | 0 |
| Hold | 4 | +1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
44.00
+47.7%
|
| Last Quarter | 3 |
50.67
+70.0%
|
| Last Year | 19 |
65.21
+118.8%
|
| All Time | 58 |
70.02
+135.0%
|
-
Revenue growth Beverages - Non-Alcoholic: +4.6%+85.5% ★ Q1'26: +137.7% (vs Q1'25)
-
EPS growth Beverages - Non-Alcoholic: +9.3%-44.4% Q1'26: +120.0% (vs Q1'25)
-
FCF margin FCF growth · Beverages - Non-Alcoholic: +17.3%+10.9% ★ Q1'26: +8.4% (vs Q1'25)
-
EBIT margin Beverages - Non-Alcoholic: +13.6%+6.9% Q1'26: +17.8% (vs Q1'25)
-
ROIC Beverages - Non-Alcoholic: +11.1%+4.7% Q1'26: +14.2% (vs Q1'25)
-
Share dilution Beverages - Non-Alcoholic: +0.1%-0.1% Q1'26: +9.5% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Beverages - Non-Alcoholic: -0.18×3.29× Q1'26: 4.11× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 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 16 Rev. Ana. 15 EPS Ana. |
Dec 2027 18 Rev. Ana. 15 EPS Ana. |
Dec 2028 12 Rev. Ana. 6 EPS Ana. |
Dec 2029 11 Rev. Ana. 4 EPS Ana. |
Dec 2030 6 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
36.16M
est: 35.14M (+2.9%)
|
52.60M
est: 50.35M (+4.5%)
|
75.15M
est: 72.51M (+3.6%)
|
130.73M
est: 129.69M (+0.8%)
|
314.27M
est: 302.11M (+4.0%)
|
653.60M
est: 655.74M (-0.3%)
|
1.32B
est: 1.49B (-11.5%)
|
1.36B
est: 1.35B (+0.4%)
|
2.52B
est: 2.44B (+3.0%)
|
3.35B
3.25B – 3.49B
+37.0% YoY
|
3.67B
3.43B – 3.81B
+9.8% YoY
|
3.93B
3.88B – 3.98B
+7.0% YoY
|
4.21B
3.98B – 4.38B
+7.1% YoY
|
4.56B
4.32B – 4.75B
+8.3% YoY
|
| EBITDA |
-8.06M
est: 1.11M (-824.4%)
|
-10.95M
est: 1.59M (-786.6%)
|
12.26M
est: 2.30M (+433.9%)
|
11.33M
est: 4.11M (+175.8%)
|
-2.79M
est: 9.57M (-129.1%)
|
-155.88M
est: 20.76M (-850.8%)
|
269.59M
est: 47.17M (+471.5%)
|
163.00M
est: 42.75M (+281.3%)
|
203.46M
est: 77.35M (+163.0%)
|
105.96M
102.81M – 110.37M
+37.0% YoY
|
116.31M
108.47M – 120.69M
+9.8% YoY
|
124.44M
122.84M – 126.03M
+7.0% YoY
|
133.26M
126.16M – 138.80M
+7.1% YoY
|
144.39M
136.69M – 150.39M
+8.3% YoY
|
| EBIT |
-8.08M
est: 926.5K (-972.1%)
|
-11.02M
est: 1.33M (-929.9%)
|
11.36M
est: 1.91M (+494.4%)
|
9.71M
est: 3.42M (+184.1%)
|
-4.05M
est: 7.97M (-150.9%)
|
-157.80M
est: 17.29M (-1,012.7%)
|
266.37M
est: 297.98M (-10.6%)
|
155.73M
est: 270.06M (-42.3%)
|
174.01M
est: 488.63M (-64.4%)
|
669.32M
649.40M – 697.21M
+37.0% YoY
|
734.68M
685.17M – 762.40M
+9.8% YoY
|
786.04M
775.95M – 796.12M
+7.0% YoY
|
841.79M
796.91M – 876.80M
+7.1% YoY
|
912.07M
863.45M – 950.00M
+8.3% YoY
|
| Net Income |
-8.24M
est: -10.28M (+19.8%)
|
-11.21M
est: -20.82M (+46.2%)
|
9.97M
est: 14.23M (-29.9%)
|
8.52M
est: 9.68M (-12.0%)
|
3.94M
est: 11.04M (-64.3%)
|
-187.28M
est: -191.81M (+2.4%)
|
226.80M
est: 241.29M (-6.0%)
|
145.07M
est: 154.16M (-5.9%)
|
108.00M
est: 292.41M (-63.1%)
|
391.58M
334.25M – 465.05M
+33.9% YoY
|
501.65M
414.26M – 578.03M
+28.1% YoY
|
587.26M
376.82M – 708.90M
+17.1% YoY
|
558.22M
519.53M – 588.40M
-4.9% YoY
|
619.14M
576.23M – 652.61M
+10.9% YoY
|
| SGA |
23.51M
est: 14.47M (+62.4%)
|
31.70M
est: 20.74M (+52.9%)
|
32.75M
est: 29.87M (+9.7%)
|
53.06M
est: 53.42M (-0.7%)
|
132.26M
est: 124.44M (+6.3%)
|
428.67M
est: 270.09M (+58.7%)
|
366.77M
est: 613.67M (-40.2%)
|
524.48M
est: 556.17M (-5.7%)
|
798.81M
est: 1.01B (-20.6%)
|
1.38B
1.34B – 1.44B
+37.0% YoY
|
1.51B
1.41B – 1.57B
+9.8% YoY
|
1.62B
1.60B – 1.64B
+7.0% YoY
|
1.73B
1.64B – 1.81B
+7.1% YoY
|
1.88B
1.78B – 1.96B
+8.3% YoY
|
| EPS |
-0.06
est: -0.04 (-42.6%)
|
-0.07
est: -0.09 (+15.0%)
|
0.05
est: 0.06 (-11.2%)
|
0.04
est: 0.04 (-2.0%)
|
0.02
est: 0.05 (-57.0%)
|
-0.83
est: -0.81 (-2.8%)
|
0.79
est: 1.04 (-24.0%)
|
0.46
est: 0.68 (-31.9%)
|
0.25
est: 1.24 (-79.9%)
|
1.61
1.41 – 1.96
+29.8% YoY
|
2.03
1.75 – 2.44
+25.9% YoY
|
2.27
1.59 – 2.99
+11.6% YoY
|
2.35
2.19 – 2.48
+3.8% YoY
|
2.61
2.43 – 2.75
+10.9% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-04 | JP Morgan | Overweight | Overweight | Maintain |
| 2026-04-15 | Citigroup | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | B | 3/5 | 5/5 | 4/5 | 3/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-06 | B- | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-05 | B- | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-04 | B- | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-01 | B- | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-30 | B- | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-29 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-28 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-27 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-24 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-21 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-20 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-17 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-16 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-15 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Dean DeSantis | 52.08M | 22.50% | 319.3K | 51.76M | 319.3K | 51.76M | IN | USA | 2024-02-14 | ↗ |
| 2 | William H. Milmoe | 42.65M | 18.40% | 241.2K | 42.40M | 241.2K | 42.40M | IN | USA | 2024-02-14 | ↗ |
| 3 | Deborah DeSantis | 42.55M | 18.40% | 1.59M | 40.96M | 1.59M | 40.96M | IN | USA | 2024-02-14 | ↗ |
| 4 | CD Financial, LLC | 31.60M | 13.60% | 31.60M | — | 31.60M | — | OO | USA | 2024-02-14 | ↗ |
| 5 | Carl DeSantis | 22.37M | 42.40% | — | 22.37M | 22.37M | — | IN | Citizenship or Place of Organization | 2019-02-14 | ↗ |
| 6 | CDS Ventures of South Florida, LLC | 14.36M | 28.00% | 14.36M | — | 14.36M | — | OO | Citizenship or Place of Organization | 2019-02-14 | ↗ |
| 7 | JPMORGAN CHASE & CO.13-2624428 | 12.76M | 5.50% | 11.64M | 75.00 | 12.75M | 75.00 | HC | Delaware | 2024-01-08 | ↗ |
| 8 | 2 | 11.09M | 15.48% | 349.7K | 10.74M | 349.7K | 30.0K | IN | Florida | 2021-02-16 | ↗ |
| 9 | GRAT 1, LLC | 10.80M | 4.70% | 10.80M | — | 10.80M | — | OO | USA | 2024-02-14 | ↗ |
| 10 | Chau Hoi Shuen Solina Holly | 9.40M | 12.33% | 9.40M | — | 9.40M | — | IN | United Kingdom ship with permanent residency in Hong Kong | 2022-11-30 | ↗ |
| 11 | Carl DeSantis Retained Annuity Trust 2 | 9.35M | 4.00% | 9.35M | — | 9.35M | — | OO | USA | 2024-02-14 | ↗ |
| 12 | Charmnew Limited | 8.70M | 16.70% | 8.70M | — | 8.70M | — | CO | or Place of Organization | 2019-02-14 | ↗ |
| 13 | Li Ka Shing | 8.70M | 16.70% | 8.70M | — | 8.70M | — | IN | or Place of Organization | 2019-02-14 | ↗ |
| 14 | Mayspin Management Limited | 6.76M | 9.03% | 6.76M | — | 6.76M | — | CO | — | 2022-02-11 | ↗ |
| 15 | Prime Tech Global Limited | 6.76M | 9.03% | 6.76M | — | 6.76M | — | CO | — | 2022-02-11 | ↗ |
| 16 | (1) BlackRock, Inc. | 6.38M | 8.50% | 6.34M | — | 6.38M | — | HC | Delaware | 2022-02-04 | ↗ |
| 17 | Grieg International Limited | 6.04M | 8.44% | 6.04M | — | 6.04M | — | CO | — | 2021-02-09 | ↗ |
| 18 | Solina Chau Hoi Shuen | 6.03M | 11.70% | 6.03M | — | 6.03M | — | IN | British Virgin Islands | 2019-02-14 | ↗ |
| 19 | The Vanguard Group - 23-1945930 | 4.19M | 5.61% | — | — | — | 129.1K | IA | Pennsylvania | 2022-02-09 | ↗ |
| 20 | Ghanim Saad M Al Saad AL-KUWARI | 3.97M | 7.80% | 3.97M | — | 3.97M | — | IN | Hong Kong | 2018-05-21 | ↗ |
| 21 | Keyway Pride Limited LLC | 3.97M | 7.80% | 3.97M | — | 3.97M | — | PN | Hong Kong | 2018-05-21 | ↗ |
| 22 | Midas Commodities Agents Delaware LLC | 3.97M | 7.80% | 3.97M | — | 3.97M | — | PN | Hong Kong | 2018-05-21 | ↗ |
| 23 | Newland Inc. Limited | 3.97M | 7.80% | 3.97M | — | 3.97M | — | CO | Hong Kong | 2018-05-21 | ↗ |
| 24 | Nu Horizons Investment Group, LLC | 3.97M | 7.80% | 3.97M | — | 3.97M | — | PN | Hong Kong | 2018-05-21 | ↗ |
| 25 | Oryx Investment Limited | 3.97M | 7.80% | 3.97M | — | 3.97M | — | CO | Hong Kong | 2018-05-21 | ↗ |
| 26 | Abigail P. Johnson | 3.82M | 5.11% | — | — | 3.82M | — | IN | United States of America | 2022-02-09 | ↗ |
| 27 | FMR LLC | 3.82M | 5.11% | 331.9K | — | 3.82M | — | HC | Delaware | 2022-02-09 | ↗ |
| 28 | Tim Leissner | 3.68M | 9.50% | 140.0K | 3.54M | 140.0K | 3.54M | IN | Citizenship or Place of Organization | 2017-02-16 | ↗ |
| 29 | Oscar Time Limited | 236.0K | 0.33% | 236.0K | — | 236.0K | — | CO | — | 2021-02-09 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 18.58M +2.5M (+15.4%) | 849.80M -75.7M (-8.2%) | 7.90% +1.055 pp | 0.27% -0.023 pp | USD49.33 -7.3% | 24 qtrs — |
| 2 | VANGUARD GROUP INC | 18.07M +802.7K (+4.6%) | 826.75M -166.2M (-16.7%) | 7.69% +0.341 pp | 0.01% -0.003 pp | USD35.98 +27.1% | 34 qtrs — |
| 3 | BLACKROCK, INC. | 15.52M +152.2K (+1.0%) | 710.05M -173.7M (-19.7%) | 6.60% +0.065 pp | 0.01% -0.004 pp | USD31.71 +44.2% | 6 qtrs — |
| 4 | FMR LLC | 5.75M +475.9K (+9.0%) | 262.82M -40.2M (-13.3%) | 2.44% +0.202 pp | 0.01% -0.002 pp | USD39.46 +15.9% | 22 qtrs — |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.20M +280.4K (+5.7%) | 237.73M -44.9M (-15.9%) | 2.21% +0.119 pp | 0.03% -0.005 pp | USD33.44 +36.8% | 23 qtrs — |
| 6 | STATE STREET CORP | 4.86M -46.1K (-0.9%) | 222.22M -59.7M (-21.2%) | 2.07% -0.020 pp | 0.01% -0.002 pp | USD27.23 +68.0% | 32 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 3.57M +277.4K (+8.4%) | 163.11M -25.9M (-13.7%) | 1.52% +0.118 pp | 0.01% -0.002 pp | USD29.04 +57.5% | 34 qtrs — |
| 8 | AMERIPRISE FINANCIAL INC | 3.54M +2.0M (+124.4%) | 161.86M +71.2M (+78.5%) | 1.50% +0.834 pp | 0.04% +0.016 pp | USD41.45 +10.3% | 21 qtrs — |
| 9 | NORGES BANK | 3.08M +3.1M (+100.0%) | 140.80M +140.8M (+100.0%) | 1.31% +1.309 pp | 0.02% +0.015 pp | USD45.74 +0.0% | 1 qtrs NEW |
| 10 | JANE STREET GROUP, LLC | 2.77M -2.5M (-47.5%) | 126.76M -176.6M (-58.2%) | 1.18% -1.066 pp | 0.02% -0.027 pp | USD32.56 +40.5% | 6 qtrs — |
| 11 | MORGAN STANLEY | 2.70M -661.4K (-19.7%) | 123.60M -69.8M (-36.1%) | 1.15% -0.281 pp | 0.01% -0.004 pp | USD36.28 +26.1% | 32 qtrs — |
| 12 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.52M +2.5M (+100.0%) | 115.32M +115.3M (+100.0%) | 1.07% +1.072 pp | 0.04% +0.037 pp | USD45.74 +0.0% | 1 qtrs NEW |
| 13 | HOOD RIVER CAPITAL MANAGEMENT LLC | 2.41M +1.0M (+75.6%) | 110.36M +31.4M (+39.7%) | 1.03% +0.442 pp | 1.21% +0.277 pp | USD44.78 +2.1% | 4 qtrs — |
| 14 | HOLOCENE ADVISORS, LP | 2.08M +179.2K (+9.4%) | 94.97M -14.1M (-12.9%) | 0.88% +0.076 pp | 0.20% -0.049 pp | USD42.07 +8.7% | 4 qtrs — |
| 15 | RAYMOND JAMES FINANCIAL INC | 2.01M -4.8K (-0.2%) | 92.52M -23.2M (-20.0%) | 0.85% -0.002 pp | 0.03% -0.008 pp | USD26.34 +73.7% | 5 qtrs — |
| 16 | CITIGROUP INC | 1.96M +433.4K (+28.3%) | 89.84M +1.8M (+2.1%) | 0.84% +0.184 pp | 0.04% +0.000 pp | USD49.44 -7.5% | 31 qtrs — |
| 17 | BALYASNY ASSET MANAGEMENT L.P. | 1.86M -1.9M (-51.2%) | 85.01M -133.8M (-61.1%) | 0.79% -0.828 pp | 0.11% -0.169 pp | USD45.55 +0.4% | 6 qtrs — |
| 18 | BNP PARIBAS ARBITRAGE, SNC | 1.73M +15.6K (+0.9%) | 79.07M -19.4M (-19.7%) | 0.74% +0.007 pp | 0.04% -0.017 pp | USD53.38 -14.3% | 31 qtrs — |
| 19 | AQR CAPITAL MANAGEMENT LLC | 1.61M +450.4K (+39.0%) | 73.45M +7.0M (+10.6%) | 0.68% +0.192 pp | 0.04% -0.004 pp | USD43.23 +5.8% | 24 qtrs — |
| 20 | WESTFIELD CAPITAL MANAGEMENT CO LP | 1.54M +1.5M (+100.0%) | 70.63M +70.6M (+100.0%) | 0.66% +0.657 pp | 0.29% +0.294 pp | USD45.74 +0.0% | 1 qtrs NEW |
| 21 | POINT72 ASSET MANAGEMENT, L.P. | 1.54M -1.2M (-44.1%) | 70.22M -87.8M (-55.6%) | 0.65% -0.516 pp | 0.08% -0.186 pp | USD50.66 -9.7% | 4 qtrs — |
| 22 | JPMORGAN CHASE & CO | 1.53M +182.9K (+13.5%) | 70.19M -7.5M (-9.7%) | 0.65% +0.078 pp | 0.00% 0.000 pp | USD57.80 -20.9% | 31 qtrs — |
| 23 | DISCIPLINED GROWTH INVESTORS INC /MN | 1.53M +836.9K (+121.6%) | 69.76M +30.2M (+76.3%) | 0.65% +0.356 pp | 1.34% +0.618 pp | USD41.17 +11.1% | 4 qtrs — |
| 24 | VOYA INVESTMENT MANAGEMENT LLC | 1.43M +273.0K (+23.5%) | 65.59M -1.2M (-1.7%) | 0.61% +0.116 pp | 0.06% -0.002 pp | USD45.76 0.0% | 25 qtrs — |
| 25 | UBS GROUP AG | 1.42M -387.8K (-21.5%) | 64.76M -38.9M (-37.5%) | 0.60% -0.165 pp | 0.01% -0.006 pp | USD38.91 +17.6% | 35 qtrs — |
| 26 | D. E. SHAW & CO., INC. | 1.41M -31.8K (-2.2%) | 64.53M -18.4M (-22.2%) | 0.60% -0.014 pp | 0.04% -0.011 pp | USD40.50 +12.9% | 17 qtrs — |
| 27 | NORTHERN TRUST CORP | 1.36M -65.2K (-4.6%) | 62.00M -19.7M (-24.1%) | 0.58% -0.028 pp | 0.01% -0.003 pp | USD26.19 +74.6% | 34 qtrs — |
| 28 | JEFFERIES FINANCIAL GROUP INC. | 1.32M +140.0K (+11.9%) | 60.43M -7.5M (-11.0%) | 0.56% +0.060 pp | 0.31% -0.012 pp | USD46.60 -1.8% | 7 qtrs — |
| 29 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.28M -167.2K (-11.6%) | 58.38M -24.6M (-29.7%) | 0.54% -0.071 pp | 0.16% -0.046 pp | USD24.70 +85.2% | 19 qtrs — |
| 30 | JENNISON ASSOCIATES LLC | 1.27M +314.8K (+33.0%) | 58.01M +3.2M (+5.8%) | 0.54% +0.134 pp | 0.03% +0.003 pp | USD51.03 -10.4% | 3 qtrs — |
| 31 | VICTORY CAPITAL MANAGEMENT INC | 1.25M +832.1K (+197.6%) | 57.32M +33.2M (+138.0%) | 0.53% +0.354 pp | 0.03% +0.018 pp | USD46.37 -1.4% | 26 qtrs — |
| 32 | SCOPUS ASSET MANAGEMENT, L.P. | 1.22M +237.0K (+24.0%) | 55.99M -755.3K (-1.3%) | 0.52% +0.101 pp | 0.92% +0.145 pp | USD46.26 -1.1% | 3 qtrs — |
| 33 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.18M +21.6K (+1.9%) | 54.18M -12.7M (-19.0%) | 0.50% +0.009 pp | 0.01% -0.002 pp | USD31.99 +43.0% | 31 qtrs — |
| 34 | FUND 1 INVESTMENTS, LLC | 1.18M +928.9K (+373.3%) | 53.87M +39.6M (+276.5%) | 0.50% +0.395 pp | 6.59% +4.999 pp | USD46.84 -2.3% | 3 qtrs — |
| 35 | CITADEL ADVISORS LLC | 1.15M -884.7K (-43.4%) | 52.76M -64.4M (-55.0%) | 0.49% -0.376 pp | 0.01% -0.010 pp | USD41.54 +10.1% | 24 qtrs — |
| 36 | UBS ASSET MANAGEMENT AMERICAS INC | 1.14M -8.2K (-0.7%) | 52.11M -13.9M (-21.0%) | 0.48% -0.004 pp | 0.01% -0.003 pp | USD47.34 -3.4% | 21 qtrs — |
| 37 | BANK OF NEW YORK MELLON CORP | 1.12M +58.5K (+5.5%) | 51.45M -9.9M (-16.1%) | 0.48% +0.025 pp | 0.01% -0.003 pp | USD39.66 +15.3% | 34 qtrs — |
| 38 | CAPITAL INTERNATIONAL INVESTORS | 1.07M -2.1M (-65.6%) | 49.16M -130.6M (-72.7%) | 0.46% -0.873 pp | 0.01% -0.021 pp | USD40.27 +13.6% | 16 qtrs — |
| 39 | WALLEYE TRADING LLC | 1.06M -123.4K (-10.4%) | 48.47M -19.5M (-28.7%) | 0.45% -0.053 pp | 0.07% -0.034 pp | USD43.71 +4.6% | 21 qtrs — |
| 40 | CLEARBRIDGE INVESTMENTS, LLC | 986.8K +986.8K (+100.0%) | 45.14M +45.1M (+100.0%) | 0.42% +0.420 pp | 0.04% +0.036 pp | USD45.74 +0.0% | 1 qtrs NEW |
| 41 | DIVISADERO STREET CAPITAL MANAGEMENT, LP | 910.0K +910.0K (+100.0%) | 41.62M +41.6M (+100.0%) | 0.39% +0.387 pp | 1.95% +1.947 pp | USD45.74 +0.0% | 1 qtrs NEW |
| 42 | MAN GROUP PLC | 833.9K +658.4K (+375.2%) | 38.14M +28.1M (+278.1%) | 0.35% +0.280 pp | 0.06% +0.047 pp | USD43.11 +6.1% | 20 qtrs — |
| 43 | AMERICAN CENTURY COMPANIES INC | 795.8K -77.2K (-8.8%) | 36.40M -13.8M (-27.5%) | 0.34% -0.033 pp | 0.02% -0.007 pp | USD34.51 +32.5% | 18 qtrs — |
| 44 | JANUS HENDERSON GROUP PLC | 782.1K +558.0K (+249.0%) | 35.78M +22.9M (+177.7%) | 0.33% +0.237 pp | 0.02% +0.010 pp | USD45.62 +0.3% | 20 qtrs — |
| 45 | COMMERCE BANK | 749.0K -13.3K (-1.7%) | 34.26M -9.6M (-21.8%) | 0.32% -0.006 pp | 0.19% -0.055 pp | USD46.39 -1.4% | 3 qtrs — |
| 46 | MIG CAPITAL, LLC | 741.8K -213.4K (-22.3%) | 33.93M -21.0M (-38.2%) | 0.32% -0.091 pp | 5.76% -2.220 pp | USD32.20 +42.0% | 6 qtrs — |
| 47 | MILLENNIUM MANAGEMENT LLC | 723.2K -352.8K (-32.8%) | 33.08M -28.8M (-46.5%) | 0.31% -0.150 pp | 0.01% -0.013 pp | USD37.57 +21.7% | 11 qtrs — |
| 48 | PEAK6 LLC | 705.0K +17.3K (+2.5%) | 32.25M -7.3M (-18.4%) | 0.30% +0.007 pp | 0.06% +0.002 pp | USD33.83 +35.2% | 5 qtrs — |
| 49 | MANE GLOBAL CAPITAL MANAGEMENT LP | 700.6K -745.2K (-51.5%) | 32.05M -51.1M (-61.4%) | 0.30% -0.317 pp | 1.72% -2.057 pp | USD41.52 +10.2% | 4 qtrs — |
| 50 | FRONTIER CAPITAL MANAGEMENT CO LLC | 678.3K -554.3K (-45.0%) | 31.03M -39.8M (-56.2%) | 0.29% -0.236 pp | 0.33% -0.306 pp | USD52.37 -12.7% | 3 qtrs — |
| 51 | PRICE T ROWE ASSOCIATES INC /MD/ | 653.5K +151.8K (+30.2%) | 29.89M +1.0M (+3.6%) | 0.28% +0.065 pp | 0.00% +0.000 pp | USD54.39 -15.9% | 21 qtrs — |
| 52 | JUPITER ASSET MANAGEMENT LTD | 652.6K +652.6K (+100.0%) | 29.85M +29.9M (+100.0%) | 0.28% +0.278 pp | 0.24% +0.239 pp | USD45.74 +0.0% | 1 qtrs NEW |
| 53 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 629.4K +408.3K (+184.6%) | 28.79M +16.1M (+126.4%) | 0.27% +0.174 pp | 0.86% +0.479 pp | USD47.57 -3.8% | 9 qtrs — |
| 54 | LORD, ABBETT & CO. LLC | 622.9K -253.9K (-29.0%) | 28.49M -21.9M (-43.5%) | 0.26% -0.108 pp | 0.09% -0.063 pp | USD35.62 +28.4% | 4 qtrs — |
| 55 | NATIXIS | 614.3K +614.3K (+100.0%) | 28.10M +28.1M (+100.0%) | 0.26% +0.261 pp | 0.10% +0.100 pp | USD45.74 +0.0% | 1 qtrs NEW |
| 56 | PICTET ASSET MANAGEMENT HOLDING SA | 608.9K +108.3K (+21.6%) | 27.85M -926.0K (-3.2%) | 0.26% +0.046 pp | 0.03% -0.001 pp | USD41.18 +11.1% | 10 qtrs — |
| 57 | BRAUN STACEY ASSOCIATES INC | 594.9K -1.0K (-0.2%) | 27.21M -7.0M (-20.6%) | 0.25% 0.000 pp | 0.88% -0.240 pp | USD48.51 -5.7% | 13 qtrs — |
| 58 | WELLINGTON MANAGEMENT GROUP LLP | 590.4K +23.7K (+4.2%) | 27.00M -5.6M (-17.1%) | 0.25% +0.010 pp | 0.00% -0.001 pp | USD42.66 +7.2% | 15 qtrs — |
| 59 | PACER ADVISORS, INC. | 581.7K +560.6K (+2,663.3%) | 26.61M +25.4M (+2,098.5%) | 0.25% +0.238 pp | 0.07% +0.065 pp | USD46.05 -0.7% | 13 qtrs — |
| 60 | CAPITAL FUND MANAGEMENT S.A. | 569.5K +159.8K (+39.0%) | 26.05M +2.5M (+10.6%) | 0.24% +0.068 pp | 0.07% +0.011 pp | USD34.59 +32.2% | 9 qtrs — |
| 61 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 538.0K -344.8K (-39.1%) | 24.61M -26.1M (-51.5%) | 0.23% -0.147 pp | 0.25% -0.134 pp | USD26.34 +73.7% | 5 qtrs — |
| 62 | SQUAREPOINT OPS LLC | 534.5K -591.3K (-52.5%) | 24.45M -40.3M (-62.2%) | 0.23% -0.251 pp | 0.03% -0.039 pp | USD45.77 -0.1% | 5 qtrs — |
| 63 | INVESCO LTD. | 532.3K -1.3M (-70.5%) | 24.35M -79.2M (-76.5%) | 0.23% -0.540 pp | 0.00% -0.013 pp | USD40.44 +13.1% | 21 qtrs — |
| 64 | FIL LTD | 529.9K -118.4K (-18.3%) | 24.24M -13.0M (-35.0%) | 0.23% -0.050 pp | 0.02% -0.011 pp | USD41.20 +11.0% | 13 qtrs — |
| 65 | NUVEEN, LLC | 512.4K +156.2K (+43.8%) | 23.44M +3.0M (+14.4%) | 0.22% +0.066 pp | 0.01% +0.001 pp | USD38.70 +18.2% | 4 qtrs — |
| 66 | CANADA PENSION PLAN INVESTMENT BOARD | 502.2K +252.7K (+101.3%) | 22.97M +8.6M (+60.1%) | 0.21% +0.107 pp | 0.02% +0.005 pp | USD49.96 -8.4% | 3 qtrs — |
| 67 | RANGER INVESTMENT MANAGEMENT, L.P. | 501.2K +139.8K (+38.7%) | 22.93M +2.1M (+10.3%) | 0.21% +0.059 pp | 1.57% +0.124 pp | USD54.21 -15.6% | 2 qtrs — |
| 68 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 488.1K +488.1K (+100.0%) | 22.33M +22.3M (+100.0%) | 0.21% +0.208 pp | 0.03% +0.026 pp | USD45.74 +0.0% | 3 qtrs — |
| 69 | BANK OF AMERICA CORP /DE/ | 470.7K -252.3K (-34.9%) | 21.53M -20.0M (-48.2%) | 0.20% -0.107 pp | 0.00% -0.001 pp | USD47.26 -3.2% | 35 qtrs — |
| 70 | INTERVAL PARTNERS, LP | 470.3K -855.2K (-64.5%) | 21.51M -54.7M (-71.8%) | 0.20% -0.364 pp | 0.39% -0.859 pp | USD50.44 -9.3% | 11 qtrs — |
| 71 | FRED ALGER MANAGEMENT, LLC | 468.0K +209.8K (+81.3%) | 21.41M +6.6M (+44.2%) | 0.20% +0.089 pp | 0.08% +0.026 pp | USD51.34 -10.9% | 11 qtrs — |
| 72 | FREESTONE GROVE PARTNERS LP | 467.8K +2.0K (+0.4%) | 21.40M -5.4M (-20.1%) | 0.20% +0.001 pp | 0.15% -0.045 pp | USD36.09 +26.7% | 4 qtrs — |
| 73 | TWO SIGMA INVESTMENTS, LP | 448.1K -2.6M (-85.4%) | 20.50M -156.3M (-88.4%) | 0.19% -1.117 pp | 0.03% -0.234 pp | USD56.60 -19.2% | 13 qtrs — |
| 74 | ENVESTNET ASSET MANAGEMENT INC | 442.1K +294.6K (+199.6%) | 20.22M +11.7M (+138.4%) | 0.19% +0.125 pp | 0.01% +0.004 pp | USD45.44 +0.7% | 21 qtrs — |
| 75 | RHUMBLINE ADVISERS | 433.2K -19.1K (-4.2%) | 19.81M -6.2M (-23.8%) | 0.18% -0.008 pp | 0.02% -0.005 pp | USD22.51 +103.2% | 31 qtrs — |
| 76 | OFI INVEST ASSET MANAGEMENT | 496.4K +496.4K (+100.0%) | 19.33M +19.3M (+100.0%) | 0.21% +0.211 pp | 0.28% +0.276 pp | USD45.74 +0.0% | 1 qtrs NEW |
| 77 | GOLDMAN SACHS GROUP INC | 398.8K +137.9K (+52.8%) | 18.24M +3.2M (+21.6%) | 0.17% +0.059 pp | 0.00% +0.000 pp | USD43.58 +5.0% | 26 qtrs — |
| 78 | RETIREMENT SYSTEMS OF ALABAMA | 386.1K +192.7K (+99.7%) | 17.66M +6.5M (+58.9%) | 0.16% +0.082 pp | 0.06% +0.020 pp | USD39.97 +14.4% | 14 qtrs — |
| 79 | BARCLAYS PLC | 375.0K -150.0K (-28.6%) | 17.15M -13.0M (-43.2%) | 0.16% -0.064 pp | 0.00% -0.004 pp | USD48.82 -6.3% | 3 qtrs — |
| 80 | BROAD BAY CAPITAL MANAGEMENT, LP | 353.0K +125.0K (+54.8%) | 16.15M +3.0M (+23.2%) | 0.15% +0.053 pp | 1.69% +0.068 pp | USD40.69 +12.4% | 4 qtrs — |
| 81 | PRINCIPAL FINANCIAL GROUP INC | 342.7K -120.2K (-26.0%) | 15.68M -10.9M (-41.1%) | 0.15% -0.051 pp | 0.01% -0.005 pp | USD38.66 +18.3% | 21 qtrs — |
| 82 | WOODLINE PARTNERS LP | 339.7K -405.2K (-54.4%) | 15.54M -27.3M (-63.7%) | 0.14% -0.172 pp | 0.06% -0.141 pp | USD53.96 -15.2% | 5 qtrs — |
| 83 | LPL FINANCIAL LLC | 327.4K +45.1K (+16.0%) | 14.98M -1.3M (-7.7%) | 0.14% +0.019 pp | 0.00% -0.001 pp | USD45.07 +1.5% | 21 qtrs — |
| 84 | PANAGORA ASSET MANAGEMENT INC | 317.3K +317.3K (+100.0%) | 14.51M +14.5M (+100.0%) | 0.13% +0.135 pp | 0.05% +0.051 pp | USD45.74 +0.0% | 1 qtrs NEW |
| 85 | DRIEHAUS CAPITAL MANAGEMENT LLC | 315.1K -209.3K (-39.9%) | 14.41M -15.7M (-52.2%) | 0.13% -0.089 pp | 0.10% -0.118 pp | USD46.39 -1.4% | 3 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Infrastructure Capital Equity Income Fund ETF ICAP | 3.84% | 3.38M | 2.47% |
| 2 | Infrastructure Capital Small Cap Income ETF SCAP | 3.55% | 721.5K | 2.20% |
| 3 | MIG Core ETF MIGO | 2.47% | 13.35M | 0.45% |
| 4 | The Future Fund Long/Short ETF FFLS | 1.59% | 693.8K | 2.05% |
| 5 | Congress SMID Growth ETF CSMD | 1.37% | 6.48M | 0.68% |
| 6 | VanEck Social Sentiment ETF BUZZ | 1.16% | 1.17M | 0.76% |
| 7 | Fidelity Blue Chip Growth ETF FBCG | 1.13% | 78.48M | 0.57% |
| 8 | Invesco S&P MidCap 400 Pure Growth ETF RFG | 1.03% | 3.59M | 0.35% |
| 9 | One Global ETF FFND | 0.72% | 734.0K | 1.61% |
| 10 | First Trust Nasdaq Food & Beverage ETF FTXG | 0.52% | 124.9K | 0.60% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | Storey Paul H. | Officer | F-InKind | D | Common Stock, $0.001 par value per share | 2,025 | 33.52 | 67.9K | 45,302 | D | ↗ |
| 2026-04-18 | Langhans Jarrod | Officer | F-InKind | D | Common Stock, $0.001 par value per share | 4,391 | 35.25 | 154.8K | 107,008 | D | ↗ |
| 2026-03-02 | Russell Joyce | Director | S-Sale | D | Common Stock, $0.001 par value per share | 2,880 | 51.31 | 147.8K | 18,837 | D | ↗ |
| 2026-03-02 | Lam Thi Tuyet Trinh | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-02-27 | Storey Paul H. | Officer | F-InKind | D | Common Stock, $0.001 par value per share | 3,307 | 53.61 | 177.3K | 38,514 | D | ↗ |
| 2026-02-27 | Russell Joyce | Director | A-Award | A | Common Stock, $0.001 par value per share | 2,611 | 0.00 | — | 21,717 | D | ↗ |
| 2026-02-27 | Melotte Hans MJ | Director | A-Award | A | Common Stock, $0.001 par value per share | 2,611 | 0.00 | — | 9,336 | D | ↗ |
| 2026-02-27 | Mattessich Richard Stephen | Officer | F-InKind | D | Common Stock, $0.001 par value per share | 3,416 | 53.61 | 183.1K | 35,440 | D | ↗ |
| 2026-02-27 | MILLER CHERYL | Director | A-Award | A | Common Stock, $0.001 par value per share | 2,611 | 0.00 | — | 24,217 | D | ↗ |
| 2026-02-27 | Levy Caroline S | Director | A-Award | A | Common Stock, $0.001 par value per share | 2,611 | 0.00 | — | 45,367 | D | ↗ |
| 2026-02-27 | Langhans Jarrod | Officer | F-InKind | D | Common Stock, $0.001 par value per share | 5,601 | 53.61 | 300.3K | 96,384 | D | ↗ |
| 2026-02-27 | Kravitz Hal | Director | A-Award | A | Common Stock, $0.001 par value per share | 2,611 | 0.00 | — | 218,758 | D | ↗ |
| 2026-02-27 | Hanson Eric | Officer | A-Award | A | Common Stock, $0.001 par value per share | 10,725 | 0.00 | — | 68,892 | D | ↗ |
| 2026-02-27 | Fieldly John | Director / Officer | F-InKind | D | Common Stock, $0.001 par value per share | 12,056 | 53.61 | 646.3K | 888,154 | D | ↗ |
| 2026-02-27 | DeSantis Damon | Director | A-Award | A | Common Stock, $0.001 par value per share | 2,611 | 0.00 | — | 2,692,187 | D | ↗ |
| 2026-02-27 | Castaldo Nicholas | Director | A-Award | A | Common Stock, $0.001 par value per share | 2,611 | 0.00 | — | 360,340 | I | ↗ |
| 2026-02-10 | Short John | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-02-10 | Alkidas Jacoby Chrysso | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-01-21 | Milmoe William H. | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 120,000 | 0.00 | — | 0 | I | ↗ |
| 2026-01-21 | DeSantis Deborah | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 120,000 | 0.00 | — | 0 | I | ↗ |
| 2026-01-21 | DeSantis Dean | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 120,000 | 0.00 | — | 0 | I | ↗ |
| 2026-01-20 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 12,442,396 | I | ↗ |
| 2026-01-20 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 12,442,396 | I | ↗ |
| 2026-01-20 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 12,442,396 | I | ↗ |
| 2026-01-16 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 12,562,396 | I | ↗ |
| 2026-01-16 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 12,562,396 | I | ↗ |
| 2026-01-16 | DeSantis Dean | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-01-15 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 12,682,396 | I | ↗ |
| 2026-01-15 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 12,682,396 | I | ↗ |
| 2026-01-15 | DeSantis Dean | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 120,000 | 0.00 | — | 0 | I | ↗ |
| 2026-01-14 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 12,802,396 | I | ↗ |
| 2026-01-14 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 12,802,396 | I | ↗ |
| 2026-01-14 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 12,802,396 | I | ↗ |
| 2026-01-13 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 12,922,396 | I | ↗ |
| 2026-01-13 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 12,922,396 | I | ↗ |
| 2026-01-13 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 12,922,396 | I | ↗ |
| 2026-01-12 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,042,396 | I | ↗ |
| 2026-01-12 | DeSantis Deborah | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 120,000 | 0.00 | — | 0 | I | ↗ |
| 2026-01-12 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,042,396 | I | ↗ |
| 2026-01-09 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,162,396 | I | ↗ |
| 2026-01-09 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,162,396 | I | ↗ |
| 2026-01-09 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,162,396 | I | ↗ |
| 2026-01-08 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,282,396 | I | ↗ |
| 2026-01-08 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,282,396 | I | ↗ |
| 2026-01-08 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,282,396 | I | ↗ |
| 2026-01-07 | Milmoe William H. | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 120,000 | 0.00 | — | 0 | I | ↗ |
| 2026-01-07 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,402,396 | I | ↗ |
| 2026-01-07 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,402,396 | I | ↗ |
| 2026-01-06 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,522,396 | I | ↗ |
| 2026-01-06 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,522,396 | I | ↗ |
| 2026-01-06 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,522,396 | I | ↗ |
| 2026-01-05 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,642,396 | I | ↗ |
| 2026-01-05 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,642,396 | I | ↗ |
| 2026-01-05 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,642,396 | I | ↗ |
| 2026-01-02 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,762,396 | I | ↗ |
| 2026-01-02 | DeSantis Deborah | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 120,000 | 0.00 | — | 0 | I | ↗ |
| 2026-01-02 | DeSantis Dean | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 120,000 | 0.00 | — | 0 | I | ↗ |
| 2026-01-01 | Storey Paul H. | Officer | F-InKind | D | Common Stock, $0.001 par value per share | 2,481 | 45.74 | 113.5K | 41,821 | D | ↗ |
| 2026-01-01 | Langhans Jarrod | Officer | F-InKind | D | Common Stock, $0.001 par value per share | 3,994 | 45.74 | 182.7K | 101,985 | D | ↗ |
| 2026-01-01 | Guilfoyle Tony | Officer | F-InKind | D | Common Stock, $0.001 par value per share | 2,481 | 45.74 | 113.5K | 84,473 | D | ↗ |
| 2026-01-01 | Fieldly John | Director / Officer | F-InKind | D | Common Stock, $0.001 par value per share | 6,453 | 45.74 | 295.2K | 900,210 | D | ↗ |
| 2025-12-31 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,882,396 | I | ↗ |
| 2025-12-31 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,882,396 | I | ↗ |
| 2025-12-31 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 13,882,396 | I | ↗ |
| 2025-12-30 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 14,002,396 | I | ↗ |
| 2025-12-30 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 14,002,396 | I | ↗ |
| 2025-12-30 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 14,002,396 | I | ↗ |
| 2025-12-29 | Milmoe William H. | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 120,000 | 0.00 | — | 0 | I | ↗ |
| 2025-12-29 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 14,122,396 | I | ↗ |
| 2025-12-29 | DeSantis Dean | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 120,000 | 0.00 | — | 0 | I | ↗ |
| 2025-12-24 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 14,242,396 | I | ↗ |
| 2025-12-24 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 14,242,396 | I | ↗ |
| 2025-12-24 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 14,242,396 | I | ↗ |
| 2025-12-23 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 14,362,396 | I | ↗ |
| 2025-12-23 | DeSantis Deborah | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 120,000 | 0.00 | — | 0 | I | ↗ |
| 2025-12-23 | DeSantis Dean | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 120,000 | 0.00 | — | 0 | I | ↗ |
| 2025-12-22 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 14,482,396 | I | ↗ |
| 2025-12-22 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 14,482,396 | I | ↗ |
| 2025-12-22 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 120,000 | 38.79 | 4.65M | 14,482,396 | I | ↗ |
| 2025-12-19 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 115,374 | 38.79 | 4.48M | 14,602,396 | I | ↗ |
| 2025-12-19 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 115,374 | 38.79 | 4.48M | 14,602,396 | I | ↗ |
| 2025-12-19 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 115,374 | 38.79 | 4.48M | 14,602,396 | I | ↗ |
| 2025-12-09 | Storey Paul H. | Officer | F-InKind | D | Common Stock, $0.001 par value per share | 4,381 | 43.21 | 189.3K | 44,302 | D | ↗ |
| 2025-12-09 | Mattessich Richard Stephen | Officer | F-InKind | D | Common Stock, $0.001 par value per share | 4,381 | 43.21 | 189.3K | 38,856 | D | ↗ |
| 2025-12-09 | Langhans Jarrod | Officer | F-InKind | D | Common Stock, $0.001 par value per share | 4,381 | 43.21 | 189.3K | 105,979 | D | ↗ |
| 2025-12-09 | Hanson Eric | Officer | F-InKind | D | Common Stock, $0.001 par value per share | 4,381 | 43.21 | 189.3K | 58,167 | D | ↗ |
| 2025-12-09 | Guilfoyle Tony | Officer | A-Award | A | Common Stock, $0.001 par value per share | 11,133 | 0.00 | — | 91,335 | D | ↗ |
| 2025-12-09 | Fieldly John | Director / Officer | F-InKind | D | Common Stock, $0.001 par value per share | 7,302 | 43.21 | 315.5K | 906,663 | D | ↗ |
| 2025-12-08 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 112,500 | 37.02 | 4.17M | 0 | I | ↗ |
| 2025-12-08 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 16,035,867 | I | ↗ |
| 2025-12-08 | DeSantis Dean | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 112,500 | 0.00 | — | 0 | I | ↗ |
| 2025-12-05 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 16,223,367 | I | ↗ |
| 2025-12-05 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 16,223,367 | I | ↗ |
| 2025-12-05 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 112,500 | 37.02 | 4.17M | 112,500 | I | ↗ |
| 2025-12-04 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 112,500 | 37.02 | 4.17M | 225,000 | I | ↗ |
| 2025-12-04 | DeSantis Deborah | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 187,500 | 0.00 | — | 0 | I | ↗ |
| 2025-12-04 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 112,500 | 37.02 | 4.17M | 225,000 | I | ↗ |
| 2025-12-03 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 16,598,367 | I | ↗ |
| 2025-12-03 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 16,598,367 | I | ↗ |
| 2025-12-03 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 16,598,367 | I | ↗ |
| 2025-12-02 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 16,785,867 | I | ↗ |
| 2025-12-02 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 16,785,867 | I | ↗ |
| 2025-12-02 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 112,500 | 37.02 | 4.17M | 450,000 | I | ↗ |
| 2025-11-28 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 16,973,367 | I | ↗ |
| 2025-11-28 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 16,973,367 | I | ↗ |
| 2025-11-28 | DeSantis Dean | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 187,500 | 0.00 | — | 0 | I | ↗ |
| 2025-11-26 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 112,500 | 37.02 | 4.17M | 675,000 | I | ↗ |
| 2025-11-26 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 17,160,867 | I | ↗ |
| 2025-11-26 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 112,500 | 37.02 | 4.17M | 675,000 | I | ↗ |
| 2025-11-25 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 17,348,367 | I | ↗ |
| 2025-11-25 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 17,348,367 | I | ↗ |
| 2025-11-25 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 17,348,367 | I | ↗ |
| 2025-11-24 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 112,500 | 37.02 | 4.17M | 900,000 | I | ↗ |
| 2025-11-24 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 17,535,867 | I | ↗ |
| 2025-11-24 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 112,500 | 37.02 | 4.17M | 900,000 | I | ↗ |
| 2025-11-21 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 112,500 | 37.02 | 4.17M | 1,012,500 | I | ↗ |
| 2025-11-21 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 17,723,367 | I | ↗ |
| 2025-11-21 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 112,500 | 37.02 | 4.17M | 1,012,500 | I | ↗ |
| 2025-11-20 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 112,500 | 37.02 | 4.17M | 1,125,000 | I | ↗ |
| 2025-11-20 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 17,910,867 | I | ↗ |
| 2025-11-20 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 112,500 | 37.02 | 4.17M | 1,125,000 | I | ↗ |
| 2025-11-19 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 18,098,367 | I | ↗ |
| 2025-11-19 | Guilfoyle Tony | Officer | F-InKind | D | Common Stock, $0.001 par value per share | 10,832 | 41.20 | 446.3K | 80,202 | D | ↗ |
| 2025-11-19 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 18,098,367 | I | ↗ |
| 2025-11-19 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 18,098,367 | I | ↗ |
| 2025-11-18 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 18,285,867 | I | ↗ |
| 2025-11-18 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 18,285,867 | I | ↗ |
| 2025-11-18 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 18,285,867 | I | ↗ |
| 2025-11-17 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 18,473,367 | I | ↗ |
| 2025-11-17 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 18,473,367 | I | ↗ |
| 2025-11-17 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 112,500 | 37.02 | 4.17M | 1,462,500 | I | ↗ |
| 2025-11-14 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 18,660,867 | I | ↗ |
| 2025-11-14 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 16,796,770 | I | ↗ |
| 2025-11-14 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 18,660,867 | I | ↗ |
| 2025-11-13 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 18,848,367 | I | ↗ |
| 2025-11-13 | Kravitz Hal | Director | P-Purchase | A | Common Stock, $0.001 par value per share | 10,000 | 45.24 | 452.4K | 216,147 | D | ↗ |
| 2025-11-13 | DeSantis Deborah | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 18,848,367 | I | ↗ |
| 2025-11-13 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 187,500 | 37.02 | 6.94M | 18,848,367 | I | ↗ |
| 2025-11-12 | Hanson Eric | Officer | P-Purchase | A | Common Stock, $0.001 par value per share | 4,558 | 43.93 | 200.2K | 51,415 | D | ↗ |
| 2025-11-01 | Mattessich Richard Stephen | Officer | F-InKind | D | Common Stock, $0.001 par value per share | 1,319 | 60.23 | 79.4K | 32,104 | D | ↗ |
| 2025-10-16 | Langhans Jarrod | Officer | S-Sale | D | Common Stock, $0.001 par value per share | 5,000 | 65.00 | 325.0K | 99,227 | D | ↗ |
| 2025-10-10 | Milmoe William H. | 10% Owner | S-Sale | D | Common Stock | 40,000 | 62.50 | 2.50M | 221,245 | D | ↗ |
| 2025-09-05 | Milmoe William H. | 10% Owner | J-Other | A | Forward sale contract (obligation to sell) | 7,900,000 | 0.00 | — | 7,900,000 | I | ↗ |
| 2025-09-05 | DeSantis Deborah | 10% Owner | J-Other | A | Forward sale contract (obligation to sell) | 7,900,000 | 0.00 | — | 7,900,000 | I | ↗ |
| 2025-09-05 | DeSantis Dean | 10% Owner | J-Other | A | Forward sale contract (obligation to sell) | 7,900,000 | 0.00 | — | 7,900,000 | I | ↗ |
| 2025-09-03 | Storey Paul H. | Officer | S-Sale | D | Common Stock, $0.001 par value per share | 7,500 | 60.93 | 457.0K | 37,550 | D | ↗ |
| 2025-08-28 | Del Pozzo Michael | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-08-18 | Langhans Jarrod | Officer | S-Sale | D | Common Stock, $0.001 par value per share | 5,000 | 60.00 | 300.0K | 104,227 | D | ↗ |
| 2025-08-07 | Langhans Jarrod | Officer | S-Sale | D | Common Stock, $0.001 par value per share | 5,000 | 51.18 | 255.9K | 109,227 | D | ↗ |
| 2025-08-07 | Fieldly John | Director / Officer | S-Sale | D | Common Stock, $0.001 par value per share | 143,167 | 51.18 | 7.33M | 895,410 | D | ↗ |
| 2025-07-31 | Milmoe William H. | 10% Owner | S-Sale | D | Common Stock | 100,000 | 47.50 | 4.75M | 17,717,770 | I | ↗ |
| 2025-07-31 | DeSantis Deborah | 10% Owner | S-Sale | D | Common Stock | 100,000 | 47.50 | 4.75M | 17,717,770 | I | ↗ |
| 2025-07-31 | DeSantis Dean | 10% Owner | S-Sale | D | Common Stock | 100,000 | 47.50 | 4.75M | 17,717,770 | I | ↗ |
| 2025-07-30 | Milmoe William H. | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 300,000 | 0.00 | — | 0 | I | ↗ |
| 2025-07-30 | DeSantis Dean | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 300,000 | 0.00 | — | 0 | I | ↗ |
| 2025-07-29 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 2,100,000 | I | ↗ |
| 2025-07-29 | DeSantis Deborah | 10% Owner | S-Sale | D | Common Stock | 100,000 | 48.00 | 4.80M | 17,817,770 | I | ↗ |
| 2025-07-29 | DeSantis Dean | 10% Owner | S-Sale | D | Common Stock | 100,000 | 48.00 | 4.80M | 17,817,770 | I | ↗ |
| 2025-07-28 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 2,400,000 | I | ↗ |
| 2025-07-28 | DeSantis Deborah | 10% Owner | S-Sale | D | Common Stock | 100,000 | 47.00 | 4.70M | 17,917,770 | I | ↗ |
| 2025-07-28 | DeSantis Dean | 10% Owner | S-Sale | D | Common Stock | 100,000 | 47.00 | 4.70M | 17,917,770 | I | ↗ |
| 2025-07-25 | Milmoe William H. | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 300,000 | 0.00 | — | 0 | I | ↗ |
| 2025-07-25 | DeSantis Dean | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 300,000 | 0.00 | — | 0 | I | ↗ |
| 2025-07-24 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 3,000,000 | I | ↗ |
| 2025-07-24 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 3,000,000 | I | ↗ |
| 2025-07-23 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 3,300,000 | I | ↗ |
| 2025-07-23 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 3,300,000 | I | ↗ |
| 2025-07-22 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 3,600,000 | I | ↗ |
| 2025-07-22 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 3,600,000 | I | ↗ |
| 2025-07-21 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 3,900,000 | I | ↗ |
| 2025-07-21 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 3,900,000 | I | ↗ |
| 2025-07-18 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 4,200,000 | I | ↗ |
| 2025-07-18 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 4,200,000 | I | ↗ |
| 2025-07-17 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 4,500,000 | I | ↗ |
| 2025-07-17 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 4,500,000 | I | ↗ |
| 2025-07-16 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 4,800,000 | I | ↗ |
| 2025-07-16 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 4,800,000 | I | ↗ |
| 2025-07-15 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 5,100,000 | I | ↗ |
| 2025-07-15 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 5,100,000 | I | ↗ |
| 2025-07-14 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 5,400,000 | I | ↗ |
| 2025-07-14 | DeSantis Dean | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 300,000 | 0.00 | — | 0 | I | ↗ |
| 2025-07-11 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 5,700,000 | I | ↗ |
| 2025-07-11 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 5,700,000 | I | ↗ |
| 2025-07-10 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 6,000,000 | I | ↗ |
| 2025-07-10 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 6,000,000 | I | ↗ |
| 2025-07-09 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 6,300,000 | I | ↗ |
| 2025-07-09 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 6,300,000 | I | ↗ |
| 2025-07-08 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 6,600,000 | I | ↗ |
| 2025-07-08 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 6,600,000 | I | ↗ |
| 2025-07-07 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 6,900,000 | I | ↗ |
| 2025-07-07 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 6,900,000 | I | ↗ |
| 2025-07-03 | Milmoe William H. | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 300,000 | 0.00 | — | 0 | I | ↗ |
| 2025-07-03 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 7,200,000 | I | ↗ |
| 2025-07-02 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 7,500,000 | I | ↗ |
| 2025-07-02 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 7,500,000 | I | ↗ |
| 2025-07-01 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 7,800,000 | I | ↗ |
| 2025-07-01 | DeSantis Dean | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 7,800,000 | I | ↗ |
| 2025-06-30 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 8,100,000 | I | ↗ |
| 2025-06-30 | DeSantis Dean | 10% Owner | J-Other | D | Variable Prepaid Forward Sale Contract (obligation to sell) | 300,000 | 0.00 | — | 0 | I | ↗ |
| 2025-06-27 | Milmoe William H. | 10% Owner | J-Other | D | Common Stock | 300,000 | 40.16 | 12.05M | 8,400,000 | I | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | John Fieldly Chairman and Chief Executive Officer | 1.02M | — | 6.65M | — | 1.90M | 43.5K | 9.61M | 69.20% | ↗ |
| 2 | 2025 | Eric Hanson President and Chief Operating Officer | 740.8K | — | 4.04M | — | 669.9K | 47.5K | 5.50M | 73.47% | ↗ |
| 3 | 2025 | Jarrod Langhans Chief Financial Officer | 617.5K | — | 2.72M | — | 557.6K | 33.5K | 3.93M | 69.26% | ↗ |
| 4 | 2025 | Tony Guilfoyle Chief Customer Officer | 550.0K | — | 2.22M | — | 420.5K | 12.0K | 3.20M | 69.30% | ↗ |
| 5 | 2025 | Richard Mattessich Chief Legal Officer | 458.8K | — | 2.22M | — | 357.0K | 30.2K | 3.06M | 72.39% | ↗ |
| 6 | 2024 | John Fieldly Chairman and Chief Executive Officer | 950.0K | — | 4.47M | — | 459.8K | 21.4K | 5.90M | 75.73% | ↗ |
| 7 | 2024 | Jarrod Langhans Chief Financial Officer | 500.0K | — | 1.42M | — | 97.5K | 22.3K | 2.04M | 69.62% | ↗ |
| 8 | 2024 | Tony Guilfoyle Chief Customer Officer | 440.0K | — | 852.3K | — | 79.2K | 13.7K | 1.39M | 61.53% | ↗ |
| 9 | 2024 | Tony Guilfoyle Chief Commercial Officer | 440.0K | — | 852.3K | — | 79.2K | 13.7K | 1.39M | 61.53% | ↗ |
| 10 | 2024 | Paul Storey Chief Supply Chain Officer | 361.7K | — | 852.3K | — | 48.8K | 17.5K | 1.28M | 66.57% | ↗ |
| 11 | 2024 | Richard Mattessich Chief Legal and Compliance Officer | 353.6K | — | 852.3K | — | 47.7K | 16.7K | 1.27M | 67.09% | ↗ |
| 12 | 2024 | Richard Mattessich Chief Legal Officer | 353.6K | — | 852.3K | — | 47.7K | 16.7K | 1.27M | 67.09% | ↗ |
| 13 | 2023 | John Fieldly Chairman and Chief Executive Officer | 650.0K | — | 1.65M | — | 958.8K | 1.8K | 3.26M | 50.60% | ↗ |
| 14 | 2023 | Jarrod Langhans Chief Financial Officer | 400.0K | — | 999.9K | — | 285.0K | 216.00 | 1.69M | 59.34% | ↗ |
| 15 | 2023 | Tony Guilfoyle Chief Customer Officer | 397.8K | — | 600.0K | — | 270.0K | 5.7K | 1.27M | 47.12% | ↗ |
| 16 | 2023 | Tony Guilfoyle Chief Commercial Officer | 397.8K | — | 600.0K | — | 270.0K | 5.7K | 1.27M | 47.12% | ↗ |
| 17 | 2023 | Paul Storey Chief Supply Chain Officer | 328.9K | — | 600.0K | — | 145.5K | 929.00 | 1.08M | 55.80% | ↗ |
| 18 | 2023 | Toby David Chief of Staff | 187.5K | — | 600.0K | — | 80.2K | 248.00 | 867.9K | 69.13% | ↗ |
| 19 | 2022 | John Fieldly Chairman and Chief Executive Officer | 540.0K | — | 2.54M | — | 475.9K | 19.1K | 3.58M | 71.07% | ↗ |
| 20 | 2022 | Jarrod Langhans Chief Financial Officer | 350.0K | — | 2.19M | — | 146.5K | 51.7K | 2.73M | 79.95% | ↗ |
| 21 | 2022 | Tony Guilfoyle EVP, Domestic Sales | 283.3K | — | 1.73M | — | 423.0K | 5.7K | 2.44M | 70.80% | ↗ |
| 22 | 2022 | Tony Guilfoyle Chief Commercial Officer | 283.3K | — | 1.73M | — | 423.0K | 5.7K | 2.44M | 70.80% | ↗ |
| 23 | 2022 | Edwin Negron-Carballo Former Chief Financial Officer | 310.0K | 36.4K | 1.34M | — | — | 8.9K | 1.70M | 79.07% | ↗ |
| 24 | 2022 | Toby David Chief of Staff | 180.3K | — | 1.33M | — | 60.3K | 562.00 | 1.57M | 84.62% | ↗ |
| 25 | 2022 | Toby David Executive Vice President | 180.3K | — | 1.33M | — | 60.3K | 562.00 | 1.57M | 84.62% | ↗ |
| 26 | 2022 | Paul Storey Chief Supply Chain Officer | 316.2K | — | 966.4K | — | 75.9K | 703.00 | 1.36M | 71.10% | ↗ |
| 27 | 2022 | Paul Storey SVP, Operations | 316.2K | — | 966.4K | — | 75.9K | 703.00 | 1.36M | 71.10% | ↗ |
| 28 | 2021 | John Fieldly, CEO | 500.0K | 280.0K | 11.77M | — | — | 7.6K | 12.21M | 96.38% | ↗ |
| 29 | 2021 | John Fieldly Chairman and Chief Executive Officer | 500.0K | — | 2.26M | 9.16M | 280.0K | 7.6K | 12.21M | 93.55% | ↗ |
| 30 | 2021 | Edwin Negron-Carballo Former Chief Financial Officer | 300.0K | — | 2.26M | — | 110.7K | 1.7K | 2.68M | 84.59% | ↗ |
| 31 | 2021 | Edwin Negron-Carballo, CFO | 300.0K | 110.7K | 2.31M | — | — | 1.7K | 2.68M | 86.27% | ↗ |
| 32 | 2020 | John Fieldly, CEO | 464.5K | 284.8K | 64.9K | — | — | 6.2K | 816.3K | 7.95% | ↗ |
| 33 | 2020 | John Fieldly Chairman and Chief Executive Officer | 464.5K | — | 60.8K | — | 284.8K | 6.2K | 816.3K | 7.45% | ↗ |
| 34 | 2020 | Edwin Negron-Carballo Former Chief Financial Officer | 270.0K | — | 60.8K | — | 112.3K | 527.00 | 443.6K | 13.70% | ↗ |
| 35 | 2020 | Edwin Negron-Carballo, CFO | 270.0K | 112.3K | 64.9K | — | — | 527.00 | 443.6K | 14.63% | ↗ |
| 36 | 2019 | John Fieldly, CEO | 422.3K | 234.4K | 1.48M | — | — | 5.9K | 1.74M | 84.92% | ↗ |
| 37 | 2019 | Edwin Negron-Carballo, CFO | 206.0K | 68.0K | 1.06M | — | — | 508.00 | 1.03M | 102.48% | ↗ |
| 38 | 2018 | John Fieldly, CEO | 410.0K | 223.5K | 450.0K | — | — | 8.7K | 642.1K | 70.08% | ↗ |
| 39 | 2018 | Edwin Negron-Carballo, CFO | 92.3K | 33.8K | 150.0K | — | — | 658.00 | 126.8K | 118.30% | ↗ |
| 40 | 2017 | John Fieldly, CEO | 375.0K | 214.7K | 200.0K | — | — | — | 589.7K | 33.92% | ↗ |
| 41 | 2017 | Gerry David, CEO | 39.6K | — | — | — | — | 1.7K | 41.3K | 0.00% | ↗ |
| 42 | 2009 | Jeffrey Perlman, COO | 141.2K | — | — | 317.7K | — | — | 458.9K | 69.23% | ↗ |
| 43 | 2009 | Jan A. Norelid, CFO | 159.9K | — | — | 145.0K | — | 7.5K | 312.4K | 46.42% | ↗ |
| 44 | 2009 | Stephen C. Haley, President, CEO and Chairman of the Board | 159.9K | — | — | 145.0K | — | — | 304.9K | 47.56% | ↗ |
| 45 | 2009 | Janice H. Haley, Vice President | 123.6K | — | — | 72.5K | — | — | 196.1K | 36.97% | ↗ |
| 46 | 2008 | Jan Norelid, CFO | 141.1K | — | — | — | — | 7.2K | 210.4K | 0.00% | ↗ |
| 47 | 2008 | Jan A. Norelid, CFO | 141.1K | — | — | 62.1K | — | 7.2K | 210.4K | 29.52% | ↗ |
| 48 | 2008 | Stephen Haley, President, CEO and Chairman | 141.2K | — | — | — | — | — | 141.2K | 0.00% | ↗ |
| 49 | 2008 | Stephen C. Haley, President, CEO and Chairman of the Board | 141.2K | — | — | — | — | — | 141.2K | 0.00% | ↗ |
| 50 | 2008 | Irina Lorenzi Innovations Vice President | 122.6K | — | — | — | — | — | 138.5K | 0.00% | ↗ |
| 51 | 2008 | Janice H. Haley, Vice President | 98.1K | — | — | 17.3K | — | — | 115.3K | 14.96% | ↗ |
| 52 | 2008 | Janice Haley, VP Strategic accounts | — | — | — | — | — | — | 65.4K | 0.00% | ↗ |
| 53 | 2008 | Richard McGee, COO | 105.7K | — | — | — | — | 12.0K | 60.0K | 0.00% | ↗ |
| 54 | 2008 | Jeffrey Perlman, COO | — | — | — | — | — | — | — | — | ↗ |
| 55 | 2007 | Jan Norelid, CFO | 135.8K | — | 25.0K | — | — | 5.0K | 186.1K | 13.43% | ↗ |
| 56 | 2007 | Jan A. Norelid, CFO | 135.8K | — | 25.0K | — | — | 5.0K | 186.1K | 13.43% | ↗ |
| 57 | 2007 | Stephen Haley, President, CEO and Chairman | 93.9K | — | — | — | — | 51.0K | 169.6K | 0.00% | ↗ |
| 58 | 2007 | Stephen C. Haley, President, CEO and Chairman of the Board | 93.9K | — | — | 24.8K | — | 51.0K | 169.6K | 14.60% | ↗ |
| 59 | 2007 | Richard McGee, COO | 106.6K | 13.5K | — | — | — | 9.7K | 157.9K | 0.00% | ↗ |
| 60 | 2007 | Janice H. Haley, Vice President | 103.8K | — | — | — | — | — | 136.9K | 0.00% | ↗ |
| 61 | 2007 | Janice Haley, VP Strategic accounts | 103.8K | — | — | — | — | — | 136.9K | 0.00% | ↗ |
| 62 | 2007 | Irina Lorenzi Innovations Vice President | 45.7K | — | — | — | — | — | 136.9K | 0.00% | ↗ |
| 63 | 2007 | Jeffrey Perlman, COO | — | — | — | — | — | — | — | — | ↗ |
| 64 | 2006 | Stephen Haley, President, CEO and Chairman | — | — | — | — | — | 120.0K | 120.0K | 0.00% | ↗ |
| 65 | 2006 | Janice Haley, VP Strategic accounts | 65.4K | — | — | — | — | — | 65.4K | 0.00% | ↗ |
| 66 | 2006 | Richard McGee, COO | 60.0K | — | — | — | — | — | 60.0K | 0.00% | ↗ |
| 67 | 2006 | Jan Norelid, CFO | 8.3K | — | — | — | — | — | 8.3K | 0.00% | ↗ |
| 68 | 2006 | Irina Lorenzi Innovations Vice President | — | — | — | — | — | — | — | — | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| John Fieldly | Chief Executive Officer & Chairman | 3M | male |
| Eric Hanson | President & Chief Operating Officer | 1M | male |
| Jarrod Langhans | Chief Financial Officer | 1M | male |
| Richard Stephen Mattessich | Chief Legal Officer, Chief Compliance Officer & Corporate Secretary | 845.9K | male |
| Paul Storey | Chief Supply Chain Officer | 428.1K | male |
| Toby David | Chief of Staff | 267.9K | male |
| Trinh Lam | Chief Human Resources Officer | — | female |
| JoBeth Fink | Chief Creative Officer | — | female |
| Kyle Watson | Chief Brand Officer | — | female |
| Paul Wiseman | Senior Vice President of Communications & Investor Relations | — | male |
| Rishi Daing | Chief Marketing Officer | — | male |
| Brant Burchfield | Senior Vice President of Growth & Strategic Planning | — | male |
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2024-10-08 | 2024-11-07 | Sheldon Whitehouse | RI | Self | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2024-01-04 | 2025-08-12 | Markwayne Mullin | OK | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2024-01-04 | 2025-08-13 | Markwayne Mullin | OK | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2023-12-22 | 2024-01-26 | Markwayne Mullin | OK | Self | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2023-12-22 | 2025-08-13 | Markwayne Mullin | OK | Self | Sale | $1,001 - $15,000 | ↗ |
| 2023-11-08 | 2023-12-07 | Sheldon Whitehouse | RI | Self | Purchase | $1,001 - $15,000 | ↗ |
| 2023-01-03 | 2025-07-30 | Markwayne Mullin | OK | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-01-13 | 2025-02-14 | Rob Bresnahan | PA08 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2024-09-16 | 2024-10-03 | Josh Gottheimer | NJ05 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2023-12-04 | 2024-01-07 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2023-11-20 | 2023-12-08 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2023-11-02 | 2023-12-08 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2023-01-31 | 2023-02-24 | Daniel Goldman | NY10 | — | Sale | $1,001 - $15,000 | ↗ |
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Community Opinion for CELH
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