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Chimera Investment Corporation (CIM)

USD13.00 +0.10 (+0.78%)
US NYSE Real Estate REIT - Mortgage
Address 630 Fifth Avenue 10111
New York City, NY, US
CEO Phillip John Kardis
IPO 2007-11-29
CIK 1409493 ISIN US16934Q8024

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Also trades on New York Stock Exchange · CIM (USD) New York Stock Exchange · CIM-PA (USD) New York Stock Exchange · CIM-PB (USD) New York Stock Exchange · CIM-PC (USD) New York Stock Exchange · CIM-PD (USD) New York Stock Exchange · CIMN (USD) New York Stock Exchange · CIMP (USD)
Description

Chimera Investment Corporation (CIM) operates as a U.S.-based real estate investment trust (REIT), having elected to be taxed under this specific structure. Through its various subsidiaries, the company primarily focuses on building a diverse portfolio of mortgage-related assets. This encompasses holdings such as residential mortgage loans, both agency-backed and non-agency residential mortgage-backed securities (RMBS), and agency mortgage-backed securities (MBS) that are collateralized by pools of both residential and commercial mortgage loans. Additionally, CIM invests in other financial instruments tied to the real estate sector. Its investment scope further extends to include securities across the credit spectrum, ranging from investment-grade and non-investment-grade classes to non-rated tranches. The firm was established in 2007 and is headquartered in New York, New York.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD13.00 +0.10 (+0.78%)
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Volume Profile
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Liquidity & share structure
Average Volume
682.0K
Beta
1.76
Float Shares
81.13M
Free Float %
97.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.07% +1.36% +0.52% +1.28% +10.99% +8.05% +4.03% -8.27% -65.62% -70.33% -93.99%
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
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (16 ratings, all time) Hold
Price Targets & DCF
Current price
13.00
Low 13.00 +0.0%
Consensus 14.25 +9.6%
Median 14.25 +9.6%
High 15.50 +19.2%
Ratings Trend (MoM) 25% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 3 -1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
14.25
+9.6%
All Time 5
10.80
-16.9%
Quality scores
Altman Z-Score
-0.54
Distress
Piotroski F-Score
4 / 9
Average
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
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
  • Revenue growth
    +218.2% Q1'26: +6.8% (vs Q1'25)
  • EPS growth
    +150.0% Q1'26: -144.1% (vs Q1'25)
  • FCF margin
    Q1'26: +115.7% (vs Q1'25)
  • EBIT margin
    Q1'26: +46.8% (vs Q1'25)
  • ROIC
    Q1'26: +2.6% (vs Q1'25)
  • Share dilution
    +2.2% Q1'26: +1.5% (vs Q1'25)
  • Debt / EBITDA
    16.44× Q1'26: 29.49× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.79) × ERP
WACC = 8% × Ke + 92% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 13.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2008
actual
Dec 2009
actual
Dec 2010
actual
Dec 2015
actual
Dec 2016
actual
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
3 Rev. Ana.
3 EPS Ana.
Dec 2027
3 Rev. Ana.
3 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
-49.38M
est: 123.76M (-139.9%)
100.77M
est: 293.75M (-65.7%)
303.21M
est: 566.60M (-46.5%)
324.69M
est: 581.30M (-44.1%)
614.34M
est: 563.40M (+9.0%)
629.19M
est: 582.00M (+8.1%)
452.74M
est: 589.00M (-23.1%)
488.15M
est: 579.49M (-15.8%)
226.40M
est: 517.87M (-56.3%)
1.06B
est: 603.17M (+75.2%)
-415.21M
est: 457.82M (-190.7%)
204.77M
est: 306.43M (-33.2%)
257.93M
est: 279.56M (-7.7%)
820.77M
est: 339.08M (+142.1%)
412.79M
312.09M – 469.62M
+21.7% YoY
414.75M
305.24M – 494.81M
+0.5% YoY
407.05M
407.05M – 407.05M
-1.9% YoY
EBITDA
-119.80M
est: -47.54M (-152.0%)
284.73M
685.84M
509.72M
est: 534.89M (-4.7%)
899.88M
1.06B
1.09B
est: 249.53M (-100.0%)
est: 59.35M (-100.0%)
est: 54.15M (-100.0%)
794.87M
est: 65.68M (+1,110.3%)
79.95M
60.45M – 90.96M
+21.7% YoY
80.33M
59.12M – 95.84M
+0.5% YoY
78.84M
78.84M – 78.84M
-1.9% YoY
EBIT
-119.80M
est: 9.77M (-1,326.0%)
333.98M
est: -31.39M (+1,163.9%)
577.08M
est: -49.57M (+1,264.1%)
323.98M
958.35M
1.15B
1.09B
est: 58.81M (-100.0%)
est: 53.66M (-100.0%)
787.69M
est: 65.08M (+1,110.3%)
79.23M
59.90M – 90.14M
+21.7% YoY
79.61M
58.59M – 94.97M
+0.5% YoY
78.13M
78.13M – 78.13M
-1.9% YoY
Net Income
-119.81M
est: -140.90M (+15.0%)
95.47M
est: 311.70M (-69.4%)
248.41M
est: 522.57M (-52.5%)
250.35M
est: 260.63M (-3.9%)
551.94M
est: 502.81M (+9.8%)
524.67M
est: 545.74M (-3.9%)
411.64M
est: 421.63M (-2.4%)
413.55M
est: 401.03M (+3.1%)
88.85M
est: 148.33M (-40.1%)
670.11M
est: 554.57M (+20.8%)
-513.07M
est: -92.13M (-456.9%)
126.10M
est: 140.77M (-10.4%)
176.07M
est: 105.36M (+67.1%)
230.50M
est: 140.23M (+64.4%)
183.91M
169.76M – 198.06M
+31.2% YoY
191.33M
180.68M – 201.99M
+4.0% YoY
193.45M
129.52M – 235.16M
+1.1% YoY
SGA
5.60M
est: 14.36M (-61.0%)
9.75M
est: 31.39M (-68.9%)
6.02M
est: 49.57M (-87.9%)
59.88M
est: 457.37M (-86.9%)
44.42M
est: 397.42M (-88.8%)
47.86M
est: 83.03M (-42.4%)
57.78M
est: 84.02M (-31.2%)
72.80M
est: 82.67M (-11.9%)
67.73M
est: 390.78M (-82.7%)
69.07M
est: 57.01M (+21.2%)
72.03M
est: 47.94M (+50.2%)
55.69M
est: 27.62M (+101.6%)
64.57M
est: 25.20M (+156.2%)
30.00M
est: 30.56M (-1.9%)
37.21M
28.13M – 42.33M
+21.7% YoY
37.38M
27.51M – 44.60M
+0.5% YoY
36.69M
36.69M – 36.69M
-1.9% YoY
EPS
-9.50
est: 4.58 (-307.4%)
2.30
est: 1.96 (+17.3%)
3.24
est: 3.32 (-2.4%)
1.25
est: 6.44 (-80.6%)
2.94
est: 7.18 (-59.0%)
2.62
est: 7.01 (-62.6%)
2.20
est: 7.03 (-68.7%)
1.82
est: 6.34 (-71.3%)
0.42
est: 4.55 (-90.8%)
7.65
est: 5.09 (+50.2%)
-2.19
est: 3.56 (-161.6%)
0.55
est: 1.79 (-69.2%)
1.12
est: 1.49 (-24.9%)
2.80
est: 1.77 (+58.0%)
2.15
2.02 – 2.36
+21.3% YoY
2.24
2.15 – 2.41
+4.4% YoY
2.30
1.54 – 2.80
+2.7% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-06 A- 4/5 3/5 4/5 4/5 1/5 4/5 5/5
2026-05-05 A- 4/5 3/5 4/5 4/5 1/5 4/5 5/5
2026-05-04 A- 4/5 3/5 4/5 4/5 1/5 4/5 5/5
2026-05-01 A- 4/5 3/5 4/5 4/5 1/5 4/5 5/5
2026-04-30 A- 4/5 3/5 4/5 4/5 1/5 4/5 5/5
2026-04-29 A- 4/5 3/5 4/5 4/5 1/5 4/5 5/5
2026-04-28 A- 4/5 3/5 4/5 4/5 1/5 4/5 5/5
2026-04-27 A 4/5 4/5 4/5 4/5 1/5 4/5 5/5
2026-04-24 A 4/5 4/5 4/5 4/5 1/5 4/5 5/5
2026-04-23 A- 4/5 4/5 3/5 4/5 1/5 4/5 5/5
2026-04-22 A- 4/5 4/5 3/5 4/5 1/5 4/5 5/5
2026-04-21 A 4/5 4/5 4/5 4/5 1/5 4/5 5/5
2026-04-20 A 4/5 4/5 4/5 4/5 1/5 4/5 5/5
2026-04-17 A 4/5 4/5 4/5 4/5 1/5 4/5 5/5
2026-04-16 A 4/5 4/5 4/5 4/5 1/5 4/5 5/5
2026-04-15 A 4/5 4/5 4/5 4/5 1/5 4/5 5/5

Owner Earnings

Owner's Earnings (history)

Owner's Earnings history not available.

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

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
49
Total invested
33.39M
Insider transactions (90d)
0
Beneficial owners (>5%)
14
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Leon G. Cooperman 66.62M 6.50% 49.47M 17.15M 49.47M 10.00 IN 6.   Citizenship or Place of Organization: 2014-11-20
2 Wells Capital Management Incorporated 62.42M 6.07% 13.69M IA Delaware 2014-01-28
3 Wells Fargo and Company 53.57M 5.31% 49.39M 71.1K 53.09M HC Delaware 2011-01-20
4 Wells Fargo & Company 50.72M 4.94% 1.5K 50.71M 1.5K HC Delaware 2014-08-11
5 BlackRock for purposes of Schedule 13G filings. 41.83M 4.74% 41.83M 41.83M HC Delaware 2010-07-08
6 04-2683227 26.57M 3.96% 17.96M IA Massachusetts 2010-02-12
7 The Vanguard Group - 23-1945930 21.91M 9.25% 191.0K 21.51M 396.3K IA Pennsylvania 2022-02-09
8 CREDIT SUISSE AG/000000000 21.71M 2.11% 21.71M 21.71M BK, HC Switzerland 2015-02-04
9 THORNBURG INVESTMENT MANAGEMENT INC85-0301299 17.33M 7.48% 17.33M 17.33M IA 2023-02-13
10 TIAA-CREF Investment Management, LLC 13.99M 2.96% 13.99M 13.99M IA BY EACH REPORTING PERSON WITH: 2010-02-12
11 (1) BlackRock, Inc. 8.47M 10.50% 8.22M 8.47M HC Delaware 2024-11-07
12 Teachers Advisors, Inc. 4.14M 0.88% 4.14M 4.14M IA BY EACH REPORTING PERSON WITH: 2010-02-12
13 Edward C. Johnson 3d 355.3K 0.20% 355.3K IN United States of America 2009-04-09
14 Thornburg Investment Management 148.6K 6.55% 14.86M 14.86M IA USA 2024-02-09

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
49
-152 vs prev Q
New positions
5
Closed positions
150
Increased
16
Reduced
14
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 VANGUARD GROUP INC 7.65M +208.1K (+2.8%) 95.11M -3.3M (-3.3%) 9.35% +0.206 pp 0.00% 0.000 pp USD12.53 -0.8% 7 qtrs
2 BLACKROCK, INC. 7.36M +190.9K (+2.7%) 91.45M -3.3M (-3.5%) 8.99% +0.187 pp 0.00% 0.000 pp USD15.63 -20.5% 6 qtrs
3 THORNBURG INVESTMENT MANAGEMENT INC 5.27M +249.1K (+5.0%) 65.49M -868.6K (-1.3%) 6.41% +0.246 pp 0.83% -0.039 pp USD15.63 -20.5% 6 qtrs
4 GEODE CAPITAL MANAGEMENT, LLC 1.98M +43.4K (+2.2%) 24.55M -985.6K (-3.9%) 2.41% +0.041 pp 0.00% 0.000 pp USD12.60 -1.3% 7 qtrs
5 STATE STREET CORP 1.85M -26.7K (-1.4%) 23.63M -1.8M (-7.2%) 2.26% -0.045 pp 0.00% 0.000 pp USD12.57 -1.1% 7 qtrs
6 ALLIANZ ASSET MANAGEMENT GMBH 1.87M +195.2K (+11.7%) 23.20M +1.1M (+5.0%) 2.27% +0.218 pp 0.02% -0.001 pp USD12.99 -4.3% 7 qtrs
7 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.62M -8.7K (-0.5%) 20.11M -1.4M (-6.5%) 1.97% -0.029 pp 0.00% 0.000 pp USD12.51 -0.6% 7 qtrs
8 LSV ASSET MANAGEMENT 1.29M -169.4K (-11.6%) 16.01M -3.3M (-16.9%) 1.57% -0.216 pp 0.03% -0.008 pp USD13.05 -4.8% 7 qtrs
9 LEEWARD INVESTMENTS, LLC - MA 1.13M -5.4K (-0.5%) 14.03M -963.2K (-6.4%) 1.39% -0.008 pp 0.71% -0.056 pp USD12.93 -3.9% 7 qtrs
10 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 1.07M +88.5K (+9.0%) 13.32M +323.3K (+2.5%) 1.30% +0.096 pp 0.02% -0.001 pp USD12.89 -3.6% 7 qtrs
11 TWO SIGMA INVESTMENTS, LP 844.5K +270.0K (+47.0%) 10.50M +2.9M (+38.2%) 1.03% +0.326 pp 0.01% +0.004 pp USD13.18 -5.7% 7 qtrs
12 VAN ECK ASSOCIATES CORP 816.7K +136.4K (+20.1%) 10.15M +1.2M (+12.9%) 0.99% +0.158 pp 0.01% +0.000 pp USD12.71 -2.2% 7 qtrs
13 UBS GROUP AG 763.7K +432.7K (+130.7%) 9.49M +5.1M (+117.0%) 0.93% +0.527 pp 0.00% +0.001 pp USD12.60 -1.3% 7 qtrs
14 WOLVERINE ASSET MANAGEMENT LLC 713.0K +186.1K (+35.3%) 8.86M +1.9M (+27.2%) 0.87% +0.224 pp 0.07% +0.018 pp USD13.25 -6.2% 7 qtrs
15 MILLENNIUM MANAGEMENT LLC 697.6K +277.0K (+65.8%) 8.67M +3.1M (+55.9%) 0.85% +0.336 pp 0.00% +0.001 pp USD12.80 -2.9% 7 qtrs
16 NORTHERN TRUST CORP 680.7K -37.5K (-5.2%) 8.46M -1.0M (-10.9%) 0.83% -0.054 pp 0.00% 0.000 pp USD12.70 -2.1% 7 qtrs
17 SG AMERICAS SECURITIES, LLC 597.8K +597.8K (+100.0%) 7.43M +7.4M (+100.0%) 0.73% +0.734 pp 0.01% +0.010 pp USD12.43 +0.0% 1 qtrs NEW
18 MORGAN STANLEY 584.9K +52.1K (+9.8%) 7.27M +226.3K (+3.2%) 0.71% +0.060 pp 0.00% +0.000 pp USD13.42 -7.4% 7 qtrs
19 QUBE RESEARCH & TECHNOLOGIES LTD 514.0K +307.6K (+149.0%) 6.39M +3.7M (+134.1%) 0.63% +0.372 pp 0.01% +0.004 pp USD12.88 -3.5% 7 qtrs
20 TWO SIGMA ADVISERS, LP 477.4K +93.5K (+24.3%) 5.93M +858.5K (+16.9%) 0.58% +0.112 pp 0.01% +0.001 pp USD13.54 -8.2% 7 qtrs
21 ALGERT GLOBAL LLC 476.2K +313.5K (+192.6%) 5.92M +3.8M (+175.0%) 0.58% +0.382 pp 0.09% +0.056 pp USD12.57 -1.1% 7 qtrs
22 RITHOLTZ WEALTH MANAGEMENT 400.4K +400.4K (+100.0%) 4.98M +5.0M (+100.0%) 0.49% +0.491 pp 0.09% +0.091 pp USD12.43 +0.0% 1 qtrs NEW
23 BANK OF NEW YORK MELLON CORP 384.0K +3.3K (+0.9%) 4.77M -259.4K (-5.2%) 0.47% 0.000 pp 0.00% 0.000 pp USD12.72 -2.3% 7 qtrs
24 FIRST TRUST ADVISORS LP 298.3K +49.2K (+19.7%) 3.71M +414.2K (+12.6%) 0.36% +0.057 pp 0.00% +0.000 pp USD13.02 -4.5% 7 qtrs
25 MARINER INVESTMENT GROUP LLC 290.0K +175.0K (+152.2%) 3.60M +2.1M (+137.1%) 0.35% +0.213 pp 0.21% -0.249 pp USD12.74 -2.4% 2 qtrs
26 GOLDMAN SACHS GROUP INC 250.7K -83.1K (-24.9%) 3.12M -1.3M (-29.4%) 0.31% -0.104 pp 0.00% 0.000 pp USD14.28 -13.0% 6 qtrs
27 AQR CAPITAL MANAGEMENT LLC 244.0K -83.1K (-25.4%) 3.03M -1.3M (-29.9%) 0.30% -0.105 pp 0.00% -0.001 pp USD13.44 -7.5% 6 qtrs
28 NUVEEN, LLC 202.8K +— (+0.0%) 2.52M -160.2K (-6.0%) 0.25% -0.001 pp 0.00% +0.000 pp USD12.83 -3.1% 4 qtrs
29 CENTIVA CAPITAL, LP 200.0K -31.5K (-13.6%) 2.49M -574.4K (-18.8%) 0.24% -0.041 pp 0.02% -0.009 pp USD13.85 -10.3% 4 qtrs
30 BARCLAYS PLC 193.3K +10.0K (+5.4%) 2.40M -499.2K (-17.2%) 0.24% +0.011 pp 0.00% 0.000 pp USD14.48 -14.2% 7 qtrs
31 WELLS FARGO & COMPANY/MN 173.5K +26.2K (+17.8%) 2.16M +209.5K (+10.8%) 0.21% +0.031 pp 0.00% +0.000 pp USD12.78 -2.7% 7 qtrs
32 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 167.5K +— (+0.0%) 2.08M -132.3K (-6.0%) 0.21% 0.000 pp 0.00% 0.000 pp USD12.99 -4.3% 5 qtrs
33 SWISS NATIONAL BANK 164.0K +7.0K (+4.5%) 2.04M -37.0K (-1.8%) 0.20% +0.007 pp 0.00% +0.000 pp USD12.52 -0.7% 7 qtrs
34 JPMORGAN CHASE & CO 162.3K -152.8K (-48.5%) 2.02M -2.1M (-51.6%) 0.20% -0.188 pp 0.00% 0.000 pp USD13.36 -7.0% 7 qtrs
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 150.7K -97.4K (-39.3%) 1.87M -1.4M (-42.9%) 0.18% -0.121 pp 0.00% 0.000 pp USD13.25 -6.2% 7 qtrs
36 MARINER, LLC 149.0K +6.3K (+4.4%) 1.85M -34.2K (-1.8%) 0.18% +0.006 pp 0.00% 0.000 pp USD12.92 -3.8% 7 qtrs
37 UBS ASSET MANAGEMENT AMERICAS INC 139.7K +8.9K (+6.8%) 1.74M +7.8K (+0.4%) 0.17% +0.009 pp 0.00% +0.000 pp USD13.78 -9.8% 7 qtrs
38 MITSUBISHI UFJ TRUST & BANKING CORP 134.7K +1.9K (+1.5%) 1.67M -80.9K (-4.6%) 0.17% +0.002 pp 0.00% +0.000 pp USD13.38 -7.1% 7 qtrs
39 CITADEL ADVISORS LLC 131.9K +67.7K (+105.5%) 1.64M +790.8K (+93.2%) 0.16% +0.082 pp 0.00% +0.000 pp USD12.87 -3.4% 7 qtrs
40 LPL FINANCIAL LLC 123.4K +10.2K (+9.0%) 1.53M +37.5K (+2.5%) 0.15% +0.011 pp 0.00% +0.000 pp USD13.23 -6.0% 7 qtrs
41 CAXTON ASSOCIATES LLP 122.8K +20.8K (+20.4%) 1.53M +177.5K (+13.2%) 0.15% +0.024 pp 0.03% -0.002 pp USD12.80 -2.9% 4 qtrs
42 EXODUSPOINT CAPITAL MANAGEMENT, LP 119.6K +86.6K (+263.3%) 1.49M +1.1M (+241.6%) 0.15% +0.106 pp 0.01% +0.007 pp USD12.65 -1.7% 5 qtrs
43 PENSERRA CAPITAL MANAGEMENT LLC 112.7K +96.1K (+579.8%) 1.40M +1.2M (+539.3%) 0.14% +0.117 pp 0.02% +0.014 pp USD12.51 -0.6% 7 qtrs
44 RUSSELL INVESTMENTS GROUP, LTD. 111.9K -1.1K (-1.0%) 1.39M -102.6K (-6.9%) 0.14% -0.003 pp 0.00% 0.000 pp USD12.86 -3.3% 7 qtrs
45 RHUMBLINE ADVISERS 109.0K -19.3K (-15.1%) 1.36M -341.6K (-20.1%) 0.13% -0.024 pp 0.00% 0.000 pp USD12.56 -1.0% 7 qtrs
46 INVESCO LTD. 106.4K +3.1K (+3.0%) 1.32M -43.3K (-3.2%) 0.13% +0.003 pp 0.00% +0.000 pp USD12.62 -1.5% 7 qtrs
47 BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S 106.2K +— (+0.0%) 1.32M -84.0K (-6.0%) 0.13% -0.001 pp 0.01% -0.001 pp USD12.67 -1.9% 7 qtrs
48 FRANKLIN RESOURCES INC 101.4K +10.6K (+11.6%) 1.26M +59.7K (+5.0%) 0.12% +0.012 pp 0.00% +0.000 pp USD12.80 -2.9% 7 qtrs
49 TUDOR INVESTMENT CORP ET AL 84.1K -236.1K (-73.7%) 1.05M -3.2M (-75.3%) 0.10% -0.291 pp 0.00% -0.005 pp USD13.56 -8.3% 4 qtrs
50 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 80.3K +6.0K (+8.1%) 998.2K +15.7K (+1.6%) 0.10% +0.006 pp 0.00% +0.000 pp USD12.50 -0.6% 7 qtrs
51 VIRGINIA RETIREMENT SYSTEMS ET AL 78.3K -87.6K (-52.8%) 973.3K -1.2M (-55.6%) 0.10% -0.108 pp 0.01% -0.008 pp USD12.90 -3.6% 4 qtrs
52 QUANTINNO CAPITAL MANAGEMENT LP 76.8K +53.5K (+230.0%) 954.7K +647.1K (+210.3%) 0.09% +0.065 pp 0.00% +0.001 pp USD12.77 -2.7% 3 qtrs
53 ALLIANCEBERNSTEIN L.P. 75.7K +11.1K (+17.2%) 940.4K +87.0K (+10.2%) 0.09% +0.013 pp 0.00% +0.000 pp USD12.50 -0.6% 7 qtrs
54 BANK OF AMERICA CORP /DE/ 72.7K -24.0K (-24.8%) 903.4K -374.6K (-29.3%) 0.09% -0.030 pp 0.00% +0.000 pp USD13.25 -6.2% 7 qtrs
55 LEGAL & GENERAL GROUP PLC 72.3K -11.0K (-13.2%) 898.4K -203.0K (-18.4%) 0.09% -0.014 pp 0.00% +0.000 pp USD12.63 -1.6% 7 qtrs
56 HARBOUR INVESTMENTS, INC. 68.9K +994.0 (+1.5%) 856.5K -41.3K (-4.6%) 0.08% +0.000 pp 0.02% -0.003 pp USD12.60 -1.3% 7 qtrs
57 DEUTSCHE BANK AG\ 66.9K +2.8K (+4.4%) 832.0K -15.5K (-1.8%) 0.08% +0.003 pp 0.00% +0.000 pp USD13.50 -7.9% 7 qtrs
58 VOYA INVESTMENT MANAGEMENT LLC 66.9K +15.4K (+29.9%) 831.9K +150.8K (+22.1%) 0.08% +0.018 pp 0.00% +0.000 pp USD12.81 -3.0% 7 qtrs
59 PRICE T ROWE ASSOCIATES INC /MD/ 66.3K -23.5K (-26.2%) 825.0K -363.0K (-30.6%) 0.08% -0.029 pp 0.00% +0.000 pp USD12.76 -2.6% 7 qtrs
60 TEACHER RETIREMENT SYSTEM OF TEXAS 55.7K -4.9K (-8.1%) 692.4K -108.8K (-13.6%) 0.07% -0.006 pp 0.00% -0.001 pp USD14.00 -11.2% 5 qtrs
61 Y-INTERCEPT (HONG KONG) LTD 54.5K +30.9K (+130.2%) 678.0K +364.7K (+116.4%) 0.07% +0.037 pp 0.02% +0.008 pp USD12.77 -2.7% 7 qtrs
62 SIMPLIFY ASSET MANAGEMENT INC. 51.0K +— (+0.0%) 634.2K -40.3K (-6.0%) 0.06% 0.000 pp 0.01% -0.002 pp USD13.51 -8.0% 6 qtrs
63 COMMONWEALTH EQUITY SERVICES, LLC 49.4K -3.7K (-6.9%) 613.5K -87.5K (-12.5%) 0.06% -0.005 pp 0.00% 0.000 pp USD12.59 -1.3% 7 qtrs
64 BALYASNY ASSET MANAGEMENT L.P. 46.7K -265.9K (-85.1%) 580.7K -3.6M (-85.9%) 0.06% -0.327 pp 0.00% -0.005 pp USD12.97 -4.2% 7 qtrs
65 VERITION FUND MANAGEMENT LLC 46.2K -11.6K (-20.1%) 574.3K -189.9K (-24.9%) 0.06% -0.015 pp 0.00% -0.001 pp USD12.89 -3.6% 4 qtrs
66 IEQ CAPITAL, LLC 46.0K -24.0K (-34.3%) 571.4K -353.6K (-38.2%) 0.06% -0.030 pp 0.00% -0.001 pp USD13.40 -7.2% 3 qtrs
67 GALLAGHER FIDUCIARY ADVISORS, LLC 45.3K +3.9K (+9.4%) 562.7K +15.6K (+2.8%) 0.06% +0.005 pp 0.02% -0.002 pp USD13.51 -8.0% 7 qtrs
68 ATRIA INVESTMENTS, INC 45.2K +4.2K (+10.2%) 561.6K +19.6K (+3.6%) 0.06% +0.005 pp 0.01% +0.000 pp USD13.50 -7.9% 7 qtrs
69 SQUAREPOINT OPS LLC 45.2K +31.9K (+241.4%) 561.6K +386.6K (+221.0%) 0.06% +0.039 pp 0.00% +0.000 pp USD13.41 -7.3% 6 qtrs
70 ADVISORS ASSET MANAGEMENT, INC. 45.0K -22.1K (-33.0%) 559.8K -328.4K (-37.0%) 0.05% -0.028 pp 0.01% -0.006 pp USD12.51 -0.6% 7 qtrs
71 ADVISOR GROUP HOLDINGS, INC. 44.5K +9.8K (+28.0%) 553.8K +73.4K (+15.3%) 0.05% +0.012 pp 0.00% +0.000 pp USD14.53 -14.5% 7 qtrs
72 JANE STREET GROUP, LLC 43.3K -62.4K (-59.1%) 537.9K -859.8K (-61.5%) 0.05% -0.077 pp 0.00% 0.000 pp USD13.02 -4.5% 7 qtrs
73 METLIFE INVESTMENT MANAGEMENT, LLC 42.3K -6.2K (-12.8%) 525.2K -115.1K (-18.0%) 0.05% -0.008 pp 0.00% -0.001 pp USD12.59 -1.3% 7 qtrs
74 SEI INVESTMENTS CO 37.1K +12.0K (+47.6%) 461.5K +129.1K (+38.8%) 0.05% +0.014 pp 0.00% +0.000 pp USD12.80 -2.9% 7 qtrs
75 MANUFACTURERS LIFE INSURANCE COMPANY, THE 36.0K -1.2K (-3.1%) 447.7K -43.8K (-8.9%) 0.04% -0.002 pp 0.00% +0.000 pp USD12.53 -0.8% 7 qtrs
76 SCHONFELD STRATEGIC ADVISORS LLC 34.1K +34.1K (+100.0%) 424.0K +424.0K (+100.0%) 0.04% +0.042 pp 0.00% +0.002 pp USD12.43 +0.0% 1 qtrs NEW
77 JANUS HENDERSON GROUP PLC 33.9K +— (+0.0%) 420.7K -26.8K (-6.0%) 0.04% 0.000 pp 0.00% +0.000 pp USD12.51 -0.6% 7 qtrs
78 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 33.6K +— (+0.0%) 417.5K -26.5K (-6.0%) 0.04% 0.000 pp 0.00% +0.000 pp USD12.51 -0.6% 7 qtrs
79 BREVAN HOWARD CAPITAL MANAGEMENT LP 33.4K +33.4K (+100.0%) 415.5K +415.5K (+100.0%) 0.04% +0.041 pp 0.00% +0.005 pp USD12.43 +0.0% 1 qtrs NEW
80 STATE OF WISCONSIN INVESTMENT BOARD 33.4K -3.6K (-9.6%) 415.5K -73.6K (-15.0%) 0.04% -0.005 pp 0.00% 0.000 pp USD13.46 -7.7% 5 qtrs
81 INTECH INVESTMENT MANAGEMENT LLC 33.1K +— (+0.0%) 411.4K -26.1K (-6.0%) 0.04% 0.000 pp 0.00% 0.000 pp USD14.48 -14.2% 6 qtrs
82 INVESTMENT PARTNERS ASSET MANAGEMENT, INC. 32.4K +6.6K (+25.5%) 402.4K +61.5K (+18.0%) 0.04% +0.008 pp 0.25% +0.026 pp USD13.47 -7.7% 5 qtrs
83 ENTROPY TECHNOLOGIES, LP 31.7K +31.7K (+100.0%) 394.3K +394.3K (+100.0%) 0.04% +0.039 pp 0.02% +0.021 pp USD12.43 +0.0% 3 qtrs
84 QUEST PARTNERS LLC 31.4K -27.3K (-46.5%) 390.6K -385.8K (-49.7%) 0.04% -0.034 pp 0.02% -0.029 pp USD13.16 -5.5% 5 qtrs
85 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30.5K -1.6K (-5.0%) 382.7K -35.3K (-8.4%) 0.04% -0.002 pp 0.00% 0.000 pp USD13.53 -8.1% 5 qtrs
86 WEDBUSH SECURITIES INC 29.6K +120.0 (+0.4%) 367.0K -22.0K (-5.7%) 0.04% 0.000 pp 0.01% -0.002 pp USD13.35 -6.9% 7 qtrs
87 ALMITAS CAPITAL LLC 29.2K +29.2K (+100.0%) 362.7K +362.7K (+100.0%) 0.04% +0.036 pp 0.08% +0.080 pp USD12.43 +0.0% 1 qtrs NEW
88 POLYMER CAPITAL MANAGEMENT (US) LLC 28.6K +28.6K (+100.0%) 355.3K +355.3K (+100.0%) 0.03% +0.035 pp 0.04% +0.037 pp USD12.43 +0.0% 1 qtrs NEW
89 CETERA INVESTMENT ADVISERS 27.5K -1.3K (-4.7%) 342.4K -39.5K (-10.4%) 0.03% -0.002 pp 0.00% 0.000 pp USD12.81 -3.0% 7 qtrs
90 CREATIVE PLANNING 24.2K +3.2K (+15.4%) 300.5K +23.6K (+8.5%) 0.03% +0.004 pp 0.00% +0.000 pp USD14.58 -14.7% 6 qtrs
91 NEW YORK STATE COMMON RETIREMENT FUND 24.0K +— (+0.0%) 298.0K -18.9K (-6.0%) 0.03% 0.000 pp 0.00% +0.000 pp USD12.51 -0.6% 7 qtrs
92 ARIZONA STATE RETIREMENT SYSTEM 23.1K -852.0 (-3.6%) 287.2K -29.5K (-9.3%) 0.03% -0.001 pp 0.00% 0.000 pp USD12.65 -1.7% 7 qtrs
93 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 22.0K +— (+0.0%) 273.7K -17.4K (-6.0%) 0.03% 0.000 pp 0.00% 0.000 pp USD13.85 -10.3% 5 qtrs
94 WINTHROP CAPITAL MANAGEMENT, LLC 40.0K +— (+0.0%) 40.0K +— (+0.0%) 0.05% -0.001 pp 0.01% 0.000 pp USD13.22 -6.0% 2 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
1.84
Bullish
Buys
4
Sells
4
Shares acquired
366.2K
Shares disposed
199.3K
Cash buys
Cash sales
Net activity
+166,843
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
2026-02-17 Viswanathan Subramaniam Officer F-InKind D Common Stock 51,800 13.70 709.7K 200,507 D
2026-02-17 Sung Miyun Officer F-InKind D Common Stock 8,165 13.70 111.9K 60,836 D
2026-02-17 Macdowell Jack Lee Jr Officer F-InKind D Common Stock 12,200 13.70 167.1K 302,421 D
2026-02-17 Kardis Phillip John II Director / Officer F-InKind D Common Stock 127,168 13.70 1.74M 579,085 D
2026-01-20 Viswanathan Subramaniam Officer A-Award A Common Stock 54,537 0.00 247,826 D
2026-01-20 Sung Miyun Officer A-Award A Common Stock 31,164 0.00 67,958 D
2026-01-20 Macdowell Jack Lee Jr Officer A-Award A Common Stock 85,701 0.00 312,791 D
2026-01-20 Kardis Phillip John II Director / Officer A-Award A Common Stock 194,774 0.00 695,495 D
2025-12-18 Viswanathan Subramaniam Officer A-Award A Common Stock 47,251 0.00 193,289 D
2025-12-18 Kardis Phillip John II Director / Officer A-Award A Common Stock 101,772 0.00 500,721 D
2025-12-01 Viswanathan Subramaniam Officer F-InKind D Common Stock 31,675 12.79 405.1K 145,931 D
2025-12-01 Sung Miyun Officer F-InKind D Common Stock 2,586 12.79 33.1K 36,794 D
2025-12-01 Kardis Phillip John II Director / Officer F-InKind D Common Stock 102,926 12.79 1.32M 394,169 D
2025-06-10 Walsh Cynthia B Director A-Award A Common Stock 9,685 0.00 14,294 D
2025-06-10 STILL DEBRA Director A-Award A Common Stock 9,685 0.00 48,234 D
2025-06-10 Reilly Brian Patrick Director A-Award A Common Stock 9,685 0.00 81,800 D
2025-06-10 Mills Susan Director A-Award A Common Stock 9,685 0.00 21,015 D
2025-06-10 Chavers Kevin Gerald Director A-Award A Common Stock 9,685 0.00 38,034 D
2025-06-10 CREAGH GERARD Director A-Award A Common Stock 9,685 0.00 159,065 D
2025-03-11 CREAGH GERARD Director P-Purchase A Common Stock 12,500 13.31 166.4K 138,127 D
2025-02-21 Viswanathan Subramaniam Officer F-InKind D Common Stock 2,105 13.76 29.0K 163,839 D
2025-02-21 Thakkar Sudhanshu Officer F-InKind D Common Stock 2,744 13.76 37.8K 117,905 D
2025-02-21 Sung Miyun Officer F-InKind D Common Stock 591 13.76 8.1K 36,156 D
2025-02-21 Kardis Phillip John II Director / Officer F-InKind D Common Stock 3,623 13.76 49.9K 470,168 D
2025-01-01 Viswanathan Subramaniam Officer A-Award A Common Stock 48,188 0.00 156,231 D
2025-01-01 Thakkar Sudhanshu Officer A-Award A Common Stock 39,583 0.00 116,696 D
2025-01-01 Sung Miyun Officer A-Award A Common Stock 22,373 0.00 36,398 D
2025-01-01 Macdowell Jack Lee Jr Officer A-Award A Common Stock 56,088 0.00 222,088 D
2025-01-01 Kardis Phillip John II Director / Officer A-Award A Common Stock 137,680 0.00 457,505 D
2024-12-15 Thakkar Sudhanshu Officer F-InKind D Common Stock 357 15.08 5.4K 77,114 D
2024-12-10 Macdowell Jack Lee Jr Officer P-Purchase A Common Stock 66,000 15.13 998.6K 166,000 D
2024-12-09 Macdowell Jack Lee Jr Officer P-Purchase A Common Stock 50,000 14.91 745.5K 100,000 D
2024-12-06 Macdowell Jack Lee Jr Officer P-Purchase A Common Stock 50,000 14.70 735.0K 50,000 D
2024-12-02 Macdowell Jack Lee Jr Officer Common Stock 0 0.00 0 D
2024-12-01 Walsh Cynthia B Director A-Award A Common Stock 4,366 0.00 4,366 D
2024-06-17 CREAGH GERARD Director P-Purchase A Common Stock 10,000 13.07 130.7K 125,899
2024-06-05 STILL DEBRA Director A-Award A Common Stock 10,231 0.00 37,452
2024-06-05 Reilly Brian Patrick Director A-Award A Common Stock 10,231 0.00 70,052
2024-06-05 Mills Susan Director A-Award A Common Stock 10,231 0.00 14,502
2024-06-05 Chavers Kevin Gerald Director A-Award A Common Stock 10,231 0.00 27,252
2024-06-05 CREAGH GERARD Director A-Award A Common Stock 10,231 0.00 115,899
2024-06-05 Bell Sandra Director A-Award A Common Stock 10,231 0.00 25,423
2024-02-22 Yarlagadda Choudhary Director / Officer F-InKind D Common Stock 13,016 4.36 56.7K 2,123,065
2024-02-22 Viswanathan Subramaniam Officer F-InKind D Common Stock 13,948 4.36 60.8K 301,728
2024-02-22 Thakkar Sudhanshu Officer F-InKind D Common Stock 5,168 4.36 22.5K 216,322
2024-02-22 Kardis Phillip John II Director / Officer F-InKind D Common Stock 5,741 4.36 25.0K 901,542
2024-01-17 Viswanathan Subramaniam Officer A-Award A Common Stock 126,959 0.00 308,729
2024-01-17 Thakkar Sudhanshu Officer A-Award A Common Stock 97,661 0.00 221,999
2024-01-17 Sung Miyun Officer A-Award A Common Stock 39,065 0.00 39,065
2024-01-17 Kardis Phillip John II Director / Officer A-Award A Common Stock 273,449 0.00 869,818
2024-01-01 Kortman Kelley Officer A-Award A Common Stock 29,299 0.00 69,159
2023-12-31 Yarlagadda Choudhary Director / Officer A-Award A Common Stock 35,210 0.00 2,012,605
2023-12-31 Viswanathan Subramaniam Officer F-InKind D Common Stock 1,784 4.99 8.9K 181,770
2023-12-31 Thakkar Sudhanshu Officer F-InKind D Common Stock 1,369 4.99 6.8K 124,338
2023-12-31 Kardis Phillip John II Director / Officer A-Award A Common Stock 29,342 0.00 600,210
2023-12-15 Thakkar Sudhanshu Officer F-InKind D Common Stock 971 5.02 4.9K 122,464
2023-12-15 Kortman Kelley Officer F-InKind A Common Stock 2,030 5.02 10.2K 39,859
2023-11-13 Mills Susan Director A-Award A Common Stock 12,479 0.00 12,479
2023-11-09 Sung Miyun Officer D Common Stock 0 0.00 0
2023-06-14 STILL DEBRA Director A-Award A Common Stock 24,239 0.00 78,735
2023-06-14 Reilly Brian Patrick Director A-Award A Common Stock 24,239 0.00 162,237
2023-06-14 Chavers Kevin Gerald Director A-Award A Common Stock 24,239 0.00 48,135
2023-06-14 CREAGH GERARD Director A-Award A Common Stock 46,458 0.00 295,348
2023-06-14 Bell Sandra Director A-Award A Common Stock 24,239 0.00 42,648
2023-06-14 ABRAMS MARK Director A-Award A Common Stock 24,239 0.00 0
2023-03-27 Yarlagadda Choudhary Director / Officer A-Award A Common Stock 193,626 0.00 1,844,440
2023-03-27 Viswanathan Subramaniam Officer A-Award A Common Stock 104,881 0.00 170,038
2023-03-27 Thakkar Sudhanshu Officer A-Award A Common Stock 80,678 0.00 111,231
2023-03-27 Kardis Phillip John II Officer A-Award A Common Stock 225,898 0.00 526,101
2023-02-07 Yarlagadda Choudhary Director / Officer F-InKind D Common Stock 11,183 7.54 84.3K 1,753,240
2023-02-07 Viswanathan Subramaniam Officer F-InKind D Common Stock 11,809 7.54 89.0K 89,544
2023-02-07 Kardis Phillip John II Director / Officer F-InKind D Common Stock 4,370 7.54 32.9K 390,869
2023-01-01 Yarlagadda Choudhary Director A-Award A Common Stock 24,202 0.00 1,619,651
2023-01-01 Thakkar Sudhanshu Director / Officer A-Award A Common Stock 24,204 0.00 30,405
2023-01-01 Kortman Kelley Director / Officer A-Award A Common Stock 20,170 0.00 38,498
2023-01-01 Kardis Phillip John II Director / Officer A-Award A Common Stock 20,169 0.00 310,135
2022-12-15 Thakkar Sudhanshu Director / Officer F-InKind D Common Stock 847 6.29 5.3K 6,201
2022-12-15 Kortman Kelley Director / Officer F-InKind D Common Stock 2,621 6.29 16.5K 18,328
2022-12-10 Thakkar Sudhanshu Director / Officer D Common Stock 0 0.00 7,048
2022-06-15 STILL DEBRA Director A-Award A Common Stock 12,682 0.00 52,648
2022-06-15 Reilly Brian Patrick Director A-Award A Common Stock 29,591 0.00 119,873
2022-06-15 Chavers Kevin Gerald Director A-Award A Common Stock 12,682 0.00 22,048
2022-06-15 CREAGH GERARD Director A-Award A Common Stock 12,682 0.00 229,625
2022-06-15 Bell Sandra Director A-Award A Common Stock 12,682 0.00 16,560
2022-06-15 ABRAMS MARK Director A-Award A Common Stock 12,682 0.00 103,857
2022-02-04 Yarlagadda Choudhary Director / Officer A-Award A Common Stock 40,347 0.00 1,353,573
2022-02-04 Viswanathan Subramaniam Officer F-InKind D Common Stock 9,501 14.29 135.8K 67,914
2022-02-04 MARRIA MOHIT Director / Officer A-Award A Common Stock 33,962 0.00 1,148,979
2022-02-04 Kardis Phillip John II Officer F-InKind D Common Stock 34,330 14.29 490.6K 263,521
2022-01-01 Yarlagadda Choudhary Director / Officer A-Award A Common Stock 38,816 0.00 1,306,266
2022-01-01 Viswanathan Subramaniam Officer A-Award A Common Stock 24,505 0.00 77,002
2022-01-01 MARRIA MOHIT Director / Officer A-Award A Common Stock 32,673 0.00 1,109,122
2022-01-01 Kardis Phillip John II Officer A-Award A Common Stock 32,347 0.00 262,747
2021-12-27 Kortman Kelley Officer G-Gift D Common Stock 500 0.00 19,245
2021-12-15 Kortman Kelley Officer A-Award A Common Stock 7,817 0.00 21,690
2021-12-02 Bell Sandra Director A-Award A Common Stock 3,671 0.00 3,671
2021-08-25 Kortman Kelley Officer P-Purchase A Series B Preferred Stock 300 26.26 7.9K 5,800
2021-08-06 Viswanathan Subramaniam Officer A-Award A Common Stock 51,402 0.00 51,402
2021-07-31 Viswanathan Subramaniam Officer D Common Stock 0 0.00 0
2021-06-22 Kortman Kelley Officer D Common Stock 0 0.00 13,394
2021-06-10 STILL DEBRA Director A-Award A Common Stock 8,490 0.00 39,090
2021-06-10 Reilly John Patrick Director A-Award A Common Stock 8,490 0.00 119,088
2021-06-10 Reilly Brian Patrick Director A-Award A Common Stock 19,810 0.00 84,667
2021-06-10 Chavers Kevin Gerald Director A-Award A Common Stock 8,490 0.00 8,490
2021-06-10 CREAGH GERARD Director A-Award A Common Stock 8,490 0.00 212,889
2021-06-10 ABRAMS MARK Director A-Award A Common Stock 8,490 0.00 89,828
2021-02-16 Yarlagadda Choudhary Director / Officer A-Award A Common Stock 50,930 0.00 1,252,752
2021-02-16 MARRIA MOHIT Director / Officer F-InKind D Common Stock 8,327 10.51 87.5K 1,011,717
2021-02-16 Kardis Phillip John II Officer F-InKind D Common Stock 25,919 11.67 302.5K 220,224
2021-02-16 COLLIGAN ROBERT S Officer A-Award A Common Stock 28,296 0.00 311,247
2021-01-02 Yarlagadda Choudhary Director / Officer A-Award A Common Stock 500,000 0.00 1,182,635
2021-01-02 MARRIA MOHIT Director / Officer A-Award A Common Stock 47,421 0.00 480,952
2021-01-02 Kardis Phillip John II Officer A-Award A Common Stock 46,947 0.00 246,071
2021-01-02 COLLIGAN ROBERT S Officer A-Award A Common Stock 31,298 0.00 280,076
2020-06-01 STILL DEBRA Director A-Award A Common Stock 15,143 0.00 28,679
2020-06-01 Reilly John Patrick Director A-Award A Common Stock 15,143 0.00 103,358
2020-06-01 Reilly Brian Patrick Director A-Award A Common Stock 35,334 0.00 59,015
2020-06-01 Mahoney Dennis Director A-Award A Common Stock 15,143 0.00 80,478
2020-06-01 DONLIN PAUL Director A-Award A Common Stock 28,078 0.00 249,596
2020-06-01 CREAGH GERARD Director A-Award A Common Stock 32,179 0.00 191,133
2020-06-01 BAZEMORE TERESA BRYCE Director A-Award A Common Stock 15,143 0.00 32,083
2020-06-01 ABRAMS MARK Director A-Award A Common Stock 15,143 0.00 78,646
2020-03-18 Yarlagadda Choudhary Officer P-Purchase A Common Stock 300 6.90 2.1K 554,288
2020-03-18 Reilly Brian Patrick Director A-Award A Common Stock 5,000 7.49 37.5K 22,568
2020-03-18 MARRIA MOHIT Officer P-Purchase A Common Stock 3,125 7.82 24.4K 3,125
2020-03-18 LAMBIASE MATTHEW Director / Officer P-Purchase A Common Stock 50,000 8.51 425.5K 943,876
2020-03-18 Kardis Phillip John II Officer P-Purchase A Common Stock 3,000 8.11 24.3K 186,514
2020-03-18 DONLIN PAUL Director P-Purchase A Series D Preferred Stock 3,750 7.87 29.5K 3,750
2020-03-18 CREAGH GERARD Director A-Award A Common Stock 36,000 8.44 303.8K 153,637
2020-03-18 COLLIGAN ROBERT S Officer P-Purchase A Common Stock 15,000 9.31 139.7K 236,977
2020-03-16 DONLIN PAUL Director A-Award A Series B Preferred Stock 9,201 19.01 174.9K 12,081
2020-03-13 DONLIN PAUL Director P-Purchase A Series C Preferred Stock 400 20.40 8.2K 400
2020-03-12 DONLIN PAUL Director P-Purchase A Common Stock 120,609 15.22 1.84M 255,609
2020-03-09 DONLIN PAUL Director A-Award A Series B Preferred Stock 5,599 24.84 139.1K 6,599
2020-02-28 MARRIA MOHIT Officer A-Award A Common Stock 5,000 19.55 97.8K 375,868
2020-02-16 Yarlagadda Choudhary Officer A-Award A Common Stock 81,236 0.00 553,988
2020-02-16 MARRIA MOHIT Officer A-Award A Common Stock 48,578 0.00 374,981
2020-02-16 LAMBIASE MATTHEW Director / Officer A-Award A Common Stock 120,348 0.00 904,185
2020-02-16 Kardis Phillip John II Officer F-InKind D Common Stock 30,922 22.50 695.7K 183,514
2020-02-16 COLLIGAN ROBERT S Officer A-Award A Common Stock 45,131 0.00 261,555
2020-01-02 Yarlagadda Choudhary Officer A-Award A Common Stock 28,574 0.00 467,282
2020-01-02 MARRIA MOHIT Officer A-Award A Common Stock 24,052 0.00 320,903
2020-01-02 LAMBIASE MATTHEW Director / Officer A-Award A Common Stock 42,332 0.00 770,875
2020-01-02 Kardis Phillip John II Officer F-InKind D Common Stock 4,732 20.59 97.4K 206,768
2020-01-02 COLLIGAN ROBERT S Officer F-InKind D Common Stock 3,154 20.59 64.9K 210,854
2019-08-01 Reilly Brian Patrick Director A-Award A Common Stock 9,568 0.00 17,568
2019-07-31 Reilly Brian Patrick Director D Common Stock 0 0.00 8,000
2019-05-30 STILL DEBRA Director A-Award A Common Stock 5,299 0.00 12,766
2019-05-30 Reilly John Patrick Director A-Award A Common Stock 5,299 0.00 82,897
2019-05-30 Mahoney Dennis Director A-Award A Common Stock 5,299 0.00 61,177
2019-05-30 DONLIN PAUL Director A-Award A Common Stock 16,161 0.00 205,002
2019-05-30 CREAGH GERARD Director A-Award A Common Stock 5,299 0.00 117,637
2019-05-30 BAZEMORE TERESA BRYCE Director A-Award A Common Stock 5,299 0.00 14,903
2019-05-30 ABRAMS MARK Director A-Award A Common Stock 5,299 0.00 62,733
2019-02-16 Yarlagadda Choudhary Officer A-Award A Common Stock 56,819 0.00 306,368
2019-02-16 MARRIA MOHIT Officer A-Award A Common Stock 33,671 0.00 220,334
2019-02-16 LAMBIASE MATTHEW Director / Officer A-Award A Common Stock 84,176 0.00 538,602
2019-02-16 Kardis Phillip John II Officer F-InKind D Common Stock 31,674 18.52 586.6K 178,593
2019-02-16 COLLIGAN ROBERT S Officer A-Award A Common Stock 31,566 0.00 173,146
2019-01-02 Yarlagadda Choudhary Officer A-Award A Common Stock 32,239 0.00 245,733
2019-01-02 MARRIA MOHIT Officer A-Award A Common Stock 27,137 0.00 184,209
2019-01-02 LAMBIASE MATTHEW Director / Officer A-Award A Common Stock 47,761 0.00 448,596
2019-01-02 Kardis Phillip John II Officer A-Award A Common Stock 26,866 0.00 166,954
2019-01-02 COLLIGAN ROBERT S Officer A-Award A Common Stock 17,911 0.00 139,762
2018-12-20 CREAGH GERARD Director A-Award A Common Stock 10,000 17.39 173.9K 110,101
2018-12-14 DONLIN PAUL Director A-Award A Series A Preferred Stock 1,000 25.03 25.0K 1,000
2018-06-01 STILL DEBRA Director A-Award A Common Stock 5,534 0.00 6,860
2018-06-01 Reilly John Patrick Director A-Award A Common Stock 12,173 0.00 74,040
2018-06-01 Mahoney Dennis Director A-Award A Common Stock 5,534 0.00 53,400
2018-06-01 DONLIN PAUL Director A-Award A Common Stock 11,205 0.00 185,180
2018-06-01 CREAGH GERARD Director A-Award A Common Stock 5,534 0.00 98,447
2018-06-01 BAZEMORE TERESA BRYCE Director A-Award A Common Stock 5,534 0.00 8,744
2018-06-01 ABRAMS MARK Director A-Award A Common Stock 5,534 0.00 56,827
2018-05-31 STILL DEBRA Director A-Award A Common Stock 1,326 18.02 23.9K 1,326
2018-05-31 Reilly John Patrick Director A-Award A Common Stock 4,625 18.02 83.3K 61,867
2018-05-31 Mahoney Dennis Director A-Award A Common Stock 2,313 18.02 41.7K 47,866
2018-05-31 DONLIN PAUL Director A-Award A Common Stock 4,221 18.02 76.1K 173,975
2018-05-31 CREAGH GERARD Director A-Award A Common Stock 2,313 18.02 41.7K 92,913
2018-05-31 BAZEMORE TERESA BRYCE Director A-Award A Common Stock 2,313 18.02 41.7K 3,210
2018-05-31 ABRAMS MARK Director A-Award A Common Stock 2,313 18.02 41.7K 51,293
2018-03-06 STILL DEBRA Director D Common stock 0 0.00 0
2018-02-20 LAMBIASE MATTHEW Director / Officer A-Award A Common Stock 5,000 17.25 86.3K 32,600
2018-02-16 Yarlagadda Choudhary Officer A-Award A Common Stock 54,789 0.00 196,974
2018-02-16 MARRIA MOHIT Officer A-Award A Common Stock 32,468 0.00 151,642
2018-02-16 LAMBIASE MATTHEW Director / Officer A-Award A Common Stock 81,169 0.00 383,661
2018-02-16 Kardis Phillip John II Director / Officer A-Award A Common Stock 42,518 0.00 152,116
2018-02-16 COLLIGAN ROBERT S Officer A-Award A Common Stock 30,439 0.00 122,791
2017-12-29 MARRIA MOHIT Officer P-Purchase A 8.00% Series A Cumulative Redeemable Preferred Stock 3,000 25.82 77.5K 3,000
2017-12-15 Reilly John Patrick Director A-Award A Common Stock 10,756 18.60 200.0K 56,298
2017-12-15 Mahoney Dennis Director A-Award A Common Stock 5,378 18.60 100.0K 44,747
2017-12-15 KEENAN PAUL A Director A-Award A Common Stock 4,972 18.02 89.6K 95,341
2017-12-15 DONLIN PAUL Director A-Award A Common Stock 9,815 18.60 182.5K 168,619
2017-12-15 CREAGH GERARD Director A-Award A Common Stock 5,378 18.60 100.0K 89,363
2017-12-15 BAZEMORE TERESA BRYCE Director A-Award A Common Stock 897 18,595.00 16.68M 897
2017-12-15 ABRAMS MARK Director A-Award A Common Stock 5,378 18.60 100.0K 48,980
2017-11-06 MARRIA MOHIT Officer P-Purchase A Common Stock 6,625 17.89 118.5K 29,236
2017-11-01 BAZEMORE TERESA BRYCE Director D Common Stock 0 0.00 0
2017-05-09 CREAGH GERARD Director A-Award A Common Stock 10,000 17.82 178.2K 82,897
2017-02-16 Yarlagadda Choudhary Officer A-Award A Common Stock 19,830 0.00 132,928
2017-02-16 MARRIA MOHIT Officer F-InKind D Common Stock 3,988 18.71 74.6K 114,222

Executive team

Top executives
EBIT / Employee
1.86M
Shares Outstanding
83.40M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2010 Matthew Lambiase Chief Executive Officer, President and Director
2 2010 A. Alexandra Denahan Chief Financial Officer and Secretary
3 2010 William Dyer Head of Underwriting
4 2010 Christian Woschenko Head of Investments
5 2009 A. Alexandra Denahan Chief Financial Officer and Secretary
6 2009 Matthew Lambiase Chief Executive Officer, President and Director
7 2009 Christian Woschenko Head of Investments
8 2009 William Dyer Head of Underwriting
9 2008 Matthew Lambiase Chief Executive Officer, President and Director 1.59M 1.59M 100.00%
10 2008 A. Alexandra Denahan Chief Financial Officer and Secretary 1.24M 1.24M 100.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2025-04-24 DEFA14A
2025-04-24 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 8-K
2026-05-07 10-Q
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2026-04-23 ARS
2026-03-26 SC 13G/A
2026-02-20 8-K
2026-02-19 SC 13G
2026-02-19 4

Executive team

NameTitleCompensationGender
Phillip John Kardis President, Chief Executive Officer & Director 2M male
Jack Lee Macdowell Jr. Chief Investment Officer 1M male
Subramaniam Viswanathan Chief Financial Officer & Principal Accounting Officer 1M male
Miyun Sung Chief Legal Officer & Corporate Secretary 765.3K female
Victor Falvo Head of Capital Markets
ESG Rating
B
REIT - MORTGAGE
2021
E (Environmental)
61.4 / 72.2
Company / Sector avg.
S (Social)
72.7 / 79.0
Company / Sector avg.
G (Governance)
74.6 / 75.2
Company / Sector avg.
ESG Total
69.6 / 75.4
Company / Sector avg.
ESG Score History REIT - MORTGAGE
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2020-03-25 2020-06-01 Michael K. Simpson ID02 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits