Subscribe

CleanSpark, Inc. (CLSK)

USD12.36 -0.49 (-3.81%)
US NASDAQ Financial Services Asset Management - Cryptocurrency
Address 2370 Corporate Circle 89074
Henderson, NV, US
CEO S. Matthew Schultz
IPO 2016-11-16
CIK 827876 ISIN US18452B2097

Explore sections of this company profile

Also trades on NASDAQ Capital Market · CLSK (USD) NASDAQ Global Market · CLSKW (USD)
Description

CleanSpark, Inc. is a global enterprise specializing in cryptocurrency mining and advanced energy technologies. The company's operations are divided into two primary divisions: Digital Currency Mining and Energy Solutions. Its Digital Currency Mining segment is dedicated to the extraction of bitcoin. The Energy Solutions division offers a comprehensive suite of services, including engineering expertise, software development, bespoke hardware, and solutions for open automated demand response, solar power, and energy storage. These offerings cater to microgrids and decentralized energy systems, serving a diverse client base across military, commercial, and residential sectors. This segment also develops sophisticated platforms that facilitate the creation, deployment, operation, and management of various energy assets. Key products within this portfolio include mPulse and mVoult, which are control systems designed to integrate and optimize diverse energy sources. It also provides Canvas, a middleware platform empowering grid operators and aggregators to oversee demand-side management programs, and Plaid, a similar middleware enabling control and Internet-of-Things companies to engage in such initiatives. Furthermore, mVSO is proprietary software for internal microgrid design and modeling. CleanSpark also possesses innovative gasification energy technologies, including those used to produce feedstock for di-methyl ether. Beyond these core activities, CleanSpark offers technology consulting, encompassing design and software development. It also extends data center facilities, providing rack space, power, and essential equipment, alongside a suite of cloud services like virtual servers, virtual storage, and data backup solutions. Originally established in 1987 as Stratean Inc., the company rebranded as CleanSpark, Inc. in November 2016. Its corporate headquarters are situated in Henderson, Nevada.

News Sentiment (7d)
64 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
GRIID Infrastructure Inc. Common Stock GRDI 2024-08-06 View
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD12.36 -0.49 (-3.81%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
22M
Beta
3.81
Float Shares
246.26M
Free Float %
96.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.70% +1.42% +42.71% +53.60% +7.28% +41.30% +48.65% +234.11% -2.92% -84.11% -84.11%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (10 ratings, all time) Buy
Price Targets & DCF
Current price
12.36
Low 14.00 +13.3%
Consensus 19.42 +57.1%
Median 20.00 +61.8%
High 22.50 +82.0%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 9 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
18.00
+45.6%
Last Quarter 2
16.00
+29.4%
Last Year 16
21.97
+77.8%
All Time 20
21.68
+75.4%
Quality scores
Altman Z-Score
0.75
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
0 / 10
No MOAT
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
✓ MOAT relativo
  • Revenue growth Asset Management - Cryptocurrency: +91.6%
    +102.2% Q1'26: -24.9% (vs Q1'25)
  • EPS growth Asset Management - Cryptocurrency: -326.6%
    +262.3% Q1'26: +371.4% (vs Q1'25)
  • FCF margin FCF growth · Asset Management - Cryptocurrency: +26.1%
    +50.1% Q1'26: +0.0% (vs Q1'25)
  • EBIT margin Asset Management - Cryptocurrency: -9.7%
    +54.1% Q1'26: +0.0% (vs Q1'25)
  • ROIC Asset Management - Cryptocurrency: -5.0%
    +18.8% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Asset Management - Cryptocurrency: -52.5%
    +46.5% Q1'26: -100.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Asset Management - Cryptocurrency: 1.17×
    1.08× Q1'26: 0.00× (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 (3.72) × ERP
WACC = 85% × Ke + 15% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 12.36
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 Sep 2019
actual
Sep 2020
actual
Sep 2021
actual
Sep 2022
actual
Sep 2023
actual
Sep 2024
actual
Sep 2025
actual
Sep 2026
7 Rev. Ana.
4 EPS Ana.
Sep 2027
7 Rev. Ana.
4 EPS Ana.
Sep 2028
1 Rev. Ana.
1 EPS Ana.
Sep 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
4.53M
est: 4.45M (+1.9%)
10.03M
est: 10.00M (+0.3%)
39.29M
est: 45.55M (-13.7%)
131.53M
est: 141.50M (-7.0%)
168.41M
est: 283.63M (-40.6%)
378.97M
est: 394.94M (-4.0%)
766.31M
est: 774.51M (-1.1%)
659.24M
649.05M – 676.40M
-14.9% YoY
818.25M
577.41M – 1.02B
+24.1% YoY
1.03B
836.79M – 1.23B
+25.4% YoY
1.42B
1.16B – 1.70B
+38.1% YoY
EBITDA
-13.28M
est: 976.7K (-1,459.3%)
-9.75M
est: 2.20M (-544.2%)
1.25M
est: 10.00M (-87.5%)
10.03M
est: 31.06M (-67.7%)
-7.60M
est: 62.27M (-112.2%)
14.63M
est: 86.70M (-83.1%)
763.25M
est: 170.03M (+348.9%)
144.73M
142.49M – 148.49M
-14.9% YoY
179.63M
126.76M – 223.76M
+24.1% YoY
225.31M
183.71M – 270.13M
+25.4% YoY
311.17M
253.72M – 373.07M
+38.1% YoY
EBIT
-16.63M
est: -971.9K (-1,611.4%)
-12.59M
est: -2.18M (-476.2%)
-8.08M
est: -9.95M (+18.8%)
-39.01M
est: -30.91M (-26.2%)
-128.33M
est: -61.96M (-107.1%)
-139.98M
est: -86.28M (-62.2%)
414.91M
est: -169.20M (+345.2%)
-144.01M
-147.76M – -141.79M
+14.9% YoY
-178.75M
-222.66M – -126.14M
-24.1% YoY
-224.20M
-268.80M – -182.80M
-25.4% YoY
-309.64M
-371.23M – -252.47M
-38.1% YoY
Net Income
-26.12M
est: -1.62B (+98.4%)
-23.35M
est: -807.11M (+97.1%)
-21.81M
est: -133.46M (+83.7%)
-57.33M
est: -103.94M (+44.8%)
-138.15M
est: 136.57M (-201.2%)
-145.78M
est: -136.00M (-7.2%)
364.46M
est: 457.20M (-20.3%)
-720.98M
-794.55M – -595.91M
-257.7% YoY
-276.36M
-774.54M – -61.15M
+61.7% YoY
1.46B
1.10B – 1.82B
+629.1% YoY
6.08B
4.62B – 7.65B
+315.5% YoY
SGA
7.01M
est: 739.7K (+848.2%)
14.43M
est: 1.66M (+767.8%)
12.25M
est: 7.57M (+61.8%)
16.89M
est: 23.53M (-28.2%)
31.69M
est: 47.16M (-32.8%)
43.99M
est: 65.66M (-33.0%)
66.41M
est: 128.77M (-48.4%)
109.60M
107.91M – 112.46M
-14.9% YoY
136.04M
96.00M – 169.46M
+24.1% YoY
170.63M
139.12M – 204.57M
+25.4% YoY
235.65M
192.14M – 282.53M
+38.1% YoY
EPS
-6.25
est: -5.10 (-22.5%)
-2.44
est: -2.54 (+3.9%)
-0.75
est: -0.42 (-78.6%)
-1.35
est: -0.33 (-312.7%)
-1.35
est: 0.40 (-434.8%)
-0.69
est: -0.42 (-62.7%)
1.25
est: 1.41 (-11.6%)
-2.27
-2.50 – -1.88
-260.3% YoY
-1.22
-2.44 – -0.19
+46.3% YoY
4.56
3.46 – 5.74
+474.1% YoY
19.12
14.53 – 24.06
+319.4% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-04 Needham Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-08 C 2/5 3/5 1/5 1/5 1/5 1/5 4/5
2026-05-07 C 2/5 3/5 1/5 1/5 1/5 1/5 4/5
2026-05-06 C 2/5 3/5 1/5 1/5 1/5 1/5 4/5
2026-05-05 C 2/5 3/5 1/5 1/5 1/5 1/5 4/5
2026-05-04 C 2/5 3/5 1/5 1/5 1/5 1/5 4/5
2026-05-01 C 2/5 3/5 1/5 1/5 1/5 1/5 4/5
2026-04-30 C 2/5 3/5 1/5 1/5 1/5 1/5 4/5
2026-04-29 C 2/5 3/5 1/5 1/5 1/5 1/5 4/5
2026-04-28 C 2/5 3/5 1/5 1/5 1/5 1/5 4/5
2026-04-27 C 2/5 2/5 1/5 1/5 1/5 1/5 4/5
2026-04-24 C 2/5 2/5 1/5 1/5 1/5 1/5 4/5
2026-04-23 C 2/5 2/5 1/5 1/5 1/5 1/5 4/5
2026-04-22 C 2/5 2/5 1/5 1/5 1/5 1/5 4/5
2026-04-21 C 2/5 2/5 1/5 1/5 1/5 1/5 4/5
2026-04-20 C 2/5 2/5 1/5 1/5 1/5 1/5 4/5
2026-04-17 C- 1/5 2/5 1/5 1/5 1/5 1/5 3/5
2026-04-16 C- 1/5 2/5 1/5 1/5 1/5 1/5 3/5
2026-04-15 C- 1/5 2/5 1/5 1/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-203.25M
OE per share TTM
-0.76
Owner's Yield
-5.00%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
265.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
136
Total invested
267.29M
Insider transactions (90d)
0
Beneficial owners (>5%)
8
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 11.92M 6.50% 11.62M 11.92M HC Delaware 2024-01-29
2 Matthew Schultz 6.71M 30.00% 16.46M 6.71M 10.00 IN States 2016-07-11
3 Lybbert 4.77M 21.00% 14.52M 4.77M 10.00 IN States 2016-07-18
4 Zachary Bradford 3.39M 15.00% 13.02M 120.0K 3.27M 10.00 IN United States 2016-07-08
5 Bruce Lybbert 2.22M 38.17% 1.50M 715.3K 1.50M 10.00 IN U.S.A. 2014-11-24
6 S. Matthew Schultz 2.22M 38.17% 1.50M 715.3K 1.50M 10.00 IN U.S.A. 2014-11-21
7 Discover Growth Fund, LLC 1.23M 7.09% 1.23M 1.23M OO or Place of Organization 2020-07-21
8 NAME OF REPORTING PERSONS 1.16M 9.00% 1.16M 1.16M USA 2020-10-07

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
136
-293 vs prev Q
New positions
14
Closed positions
271
Increased
48
Reduced
50
Put/Call ratio
18.95
Calls held
241.4K
Puts held
4.57M
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 44.62M +177.3K (+0.4%) 451.51M -192.8M (-29.9%) 15.69% -0.123 pp 0.01% -0.004 pp USD8.02 +26.2% 6 qtrs
2 VANGUARD GROUP INC 25.10M -954.2K (-3.7%) 253.99M -123.8M (-32.8%) 8.83% -0.444 pp 0.00% -0.002 pp USD11.06 -8.5% 22 qtrs
3 STATE STREET CORP 11.46M +438.1K (+4.0%) 115.93M -43.8M (-27.4%) 4.03% +0.108 pp 0.00% -0.002 pp USD7.90 +28.1% 21 qtrs
4 DIMENSIONAL FUND ADVISORS LP 7.78M +3.5M (+80.4%) 78.73M +16.2M (+25.9%) 2.74% +1.202 pp 0.02% +0.003 pp USD11.22 -9.8% 14 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 7.41M -78.2K (-1.0%) 75.01M -33.6M (-30.9%) 2.61% -0.059 pp 0.00% -0.002 pp USD10.03 +0.9% 22 qtrs
6 MORGAN STANLEY 6.19M -141.9K (-2.2%) 62.61M -29.2M (-31.8%) 2.18% -0.076 pp 0.00% -0.002 pp USD9.68 +4.5% 23 qtrs
7 MAREX GROUP PLC 5.40M +5.4M (+23,812.2%) 54.65M +54.3M (+16,589.0%) 1.90% +1.891 pp 0.34% +0.342 pp USD10.12 +0.0% 3 qtrs
8 INVESCO LTD. 4.41M -74.7K (-1.7%) 44.61M -20.4M (-31.4%) 1.55% -0.045 pp 0.01% -0.003 pp USD8.46 +19.6% 19 qtrs
9 WOLVERINE ASSET MANAGEMENT LLC 4.19M -1.4M (-25.0%) 42.38M -38.5M (-47.6%) 1.47% -0.513 pp 0.33% -0.264 pp USD8.57 +18.1% 5 qtrs
10 TOROSO INVESTMENTS, LLC 3.77M -592.9K (-13.6%) 38.19M -25.1M (-39.7%) 1.33% -0.227 pp 0.09% -0.036 pp USD7.02 +44.2% 14 qtrs
11 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.66M +198.4K (+5.7%) 37.05M -13.2M (-26.2%) 1.29% +0.055 pp 0.01% -0.002 pp USD9.16 +10.5% 21 qtrs
12 UBS GROUP AG 3.58M +1.6M (+81.1%) 36.22M +7.6M (+26.4%) 1.26% +0.556 pp 0.01% +0.001 pp USD9.69 +4.4% 21 qtrs
13 NORTHERN TRUST CORP 2.81M -186.4K (-6.2%) 28.42M -15.0M (-34.6%) 0.99% -0.078 pp 0.00% -0.002 pp USD9.82 +3.1% 22 qtrs
14 RENAISSANCE TECHNOLOGIES LLC 2.58M +2.6M (+100.0%) 26.12M +26.1M (+100.0%) 0.91% +0.908 pp 0.04% +0.041 pp USD10.12 +0.0% 1 qtrs NEW
15 VAN ECK ASSOCIATES CORP 2.58M +458.2K (+21.6%) 26.10M -4.7M (-15.1%) 0.91% +0.152 pp 0.02% -0.007 pp USD8.96 +12.9% 18 qtrs
16 BARCLAYS PLC 2.53M +2.1M (+551.1%) 25.64M +22.0M (+605.5%) 0.89% +0.753 pp 0.01% +0.005 pp USD9.72 +4.1% 16 qtrs
17 NOMURA HOLDINGS INC 2.33M +627.7K (+36.9%) 23.56M -1.1M (-4.4%) 0.82% +0.214 pp 0.03% -0.007 pp USD9.61 +5.3% 6 qtrs
18 VOLORIDGE INVESTMENT MANAGEMENT, LLC 2.30M -1.6M (-40.5%) 23.27M -32.8M (-58.5%) 0.81% -0.567 pp 0.08% -0.106 pp USD14.50 -30.2% 2 qtrs
19 PARALLAX VOLATILITY ADVISERS, L.P. 2.27M +1.3M (+133.0%) 22.94M +8.8M (+62.6%) 0.80% +0.451 pp 0.05% +0.024 pp USD9.33 +8.5% 9 qtrs
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 2.07M +565.3K (+37.5%) 20.96M -874.8K (-4.0%) 0.73% +0.193 pp 0.00% 0.000 pp USD12.50 -19.0% 22 qtrs
21 BANK OF NEW YORK MELLON CORP 1.94M +254.4K (+15.1%) 19.63M -4.8M (-19.7%) 0.68% +0.082 pp 0.00% -0.001 pp USD8.86 +14.2% 21 qtrs
22 JEFFERIES FINANCIAL GROUP INC. 1.89M -611.8K (-24.5%) 19.11M -17.1M (-47.3%) 0.66% -0.226 pp 0.10% -0.073 pp USD8.15 +24.2% 4 qtrs
23 MIZUHO MARKETS AMERICAS LLC 1.73M +1.0M (+140.5%) 17.55M +7.1M (+67.9%) 0.61% +0.353 pp 0.34% +0.142 pp USD11.15 -9.2% 5 qtrs
24 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 1.70M -473.6K (-21.8%) 17.23M -14.3M (-45.4%) 0.60% -0.176 pp 0.03% -0.025 pp USD14.49 -30.2% 7 qtrs
25 POINT72 ASSET MANAGEMENT, L.P. 1.70M +1.3M (+318.2%) 17.20M +11.3M (+191.8%) 0.60% +0.453 pp 0.02% +0.009 pp USD10.16 -0.4% 5 qtrs
26 NUVEEN, LLC 1.66M +805.9K (+94.6%) 16.75M +4.4M (+35.6%) 0.58% +0.280 pp 0.00% +0.001 pp USD9.28 +9.1% 4 qtrs
27 SITUATIONAL AWARENESS LP 1.64M +1.6M (+100.0%) 16.60M +16.6M (+100.0%) 0.58% +0.577 pp 0.30% +0.301 pp USD10.12 +0.0% 1 qtrs NEW
28 JANE STREET GROUP, LLC 1.59M -461.6K (-22.6%) 16.04M -13.6M (-45.9%) 0.56% -0.171 pp 0.00% -0.002 pp USD11.21 -9.7% 6 qtrs
29 JPMORGAN CHASE & CO 1.51M +899.9K (+147.9%) 15.27M +6.4M (+73.0%) 0.53% +0.314 pp 0.00% +0.000 pp USD12.27 -17.5% 22 qtrs
30 CITADEL ADVISORS LLC 1.48M -2.4M (-61.6%) 14.99M -40.9M (-73.2%) 0.52% -0.851 pp 0.00% -0.006 pp USD13.47 -24.9% 22 qtrs
31 VIDENT ADVISORY, LLC 1.40M +139.3K (+11.0%) 14.18M -4.1M (-22.5%) 0.49% +0.044 pp 0.13% -0.046 pp USD9.26 +9.3% 10 qtrs
32 FORT POINT CAPITAL PARTNERS LLC 1.11M +— (+0.0%) 14.12M -2.0M (-12.2%) 0.39% -0.005 pp 1.58% -0.308 pp USD8.77 +15.4% 5 qtrs
33 PRINCIPAL FINANCIAL GROUP INC 1.34M -17.5K (-1.3%) 13.56M -6.1M (-31.1%) 0.47% -0.012 pp 0.01% -0.003 pp USD6.77 +49.5% 10 qtrs
34 CLEARFIELD CAPITAL MANAGEMENT LP 1.33M +1.3M (+100.0%) 13.50M +13.5M (+100.0%) 0.47% +0.469 pp 6.05% +6.053 pp USD10.12 +0.0% 1 qtrs NEW
35 D. E. SHAW & CO., INC. 1.31M +625.2K (+91.4%) 13.25M +3.3M (+33.6%) 0.46% +0.217 pp 0.01% +0.002 pp USD12.41 -18.5% 2 qtrs
36 GOLDMAN SACHS GROUP INC 1.22M -526.6K (-30.1%) 12.38M -13.0M (-51.2%) 0.43% -0.193 pp 0.00% -0.002 pp USD6.72 +50.6% 4 qtrs
37 EXCHANGE TRADED CONCEPTS, LLC 1.15M -267.0K (-18.8%) 11.64M -8.9M (-43.4%) 0.40% -0.100 pp 0.09% -0.086 pp USD10.53 -3.9% 16 qtrs
38 SG AMERICAS SECURITIES, LLC 1.13M +993.9K (+739.7%) 11.42M +9.5M (+486.1%) 0.40% +0.349 pp 0.01% +0.008 pp USD10.67 -5.2% 15 qtrs
39 BANK OF AMERICA CORP /DE/ 1.13M +238.6K (+26.9%) 11.39M -1.5M (-11.4%) 0.40% +0.080 pp 0.00% +0.000 pp USD12.19 -17.0% 21 qtrs
40 PUBLIC SECTOR PENSION INVESTMENT BOARD 972.8K -123.6K (-11.3%) 9.85M -6.1M (-38.1%) 0.34% -0.048 pp 0.03% -0.025 pp USD8.03 +26.0% 4 qtrs
41 PEAK6 LLC 921.5K -218.8K (-19.2%) 9.33M -7.2M (-43.6%) 0.32% -0.082 pp 0.02% -0.007 pp USD8.23 +23.0% 5 qtrs
42 SONA ASSET MANAGEMENT (US) LLC 919.5K +919.5K (+100.0%) 9.31M +9.3M (+100.0%) 0.32% +0.323 pp 0.21% +0.212 pp USD10.12 +0.0% 1 qtrs NEW
43 TREXQUANT INVESTMENT LP 909.6K +909.6K (+100.0%) 9.21M +9.2M (+100.0%) 0.32% +0.320 pp 0.08% +0.082 pp USD10.12 +0.0% 1 qtrs NEW
44 BIT CAPITAL GMBH 883.7K +194.4K (+28.2%) 8.94M -1.1M (-10.5%) 0.31% +0.066 pp 0.33% -0.013 pp USD9.64 +5.0% 17 qtrs
45 STIFEL FINANCIAL CORP 866.1K -23.7K (-2.7%) 8.77M -4.1M (-32.1%) 0.30% -0.012 pp 0.01% -0.004 pp USD4.82 +110.0% 11 qtrs
46 SHARIAPORTFOLIO, INC. 784.8K +229.0K (+41.2%) 7.94M -116.7K (-1.4%) 0.28% +0.078 pp 3.34% +0.261 pp USD6.73 +50.4% 10 qtrs
47 QUBE RESEARCH & TECHNOLOGIES LTD 782.1K +152.8K (+24.3%) 7.92M -1.2M (-13.3%) 0.28% +0.051 pp 0.01% -0.001 pp USD13.64 -25.8% 2 qtrs
48 MARSHALL WACE, LLP 781.1K +781.1K (+100.0%) 7.91M +7.9M (+100.0%) 0.27% +0.275 pp 0.01% +0.007 pp USD10.12 +0.0% 1 qtrs NEW
49 CAPTION MANAGEMENT, LLC 762.8K +325.0K (+74.2%) 7.72M +1.4M (+21.6%) 0.27% +0.113 pp 0.05% +0.003 pp USD11.31 -10.5% 5 qtrs
50 RHUMBLINE ADVISERS 760.0K -19.6K (-2.5%) 7.69M -3.6M (-32.0%) 0.27% -0.010 pp 0.01% -0.003 pp USD8.91 +13.6% 19 qtrs
51 WALLEYE TRADING LLC 747.4K +170.2K (+29.5%) 7.56M -805.7K (-9.6%) 0.26% +0.058 pp 0.01% -0.002 pp USD11.30 -10.4% 9 qtrs
52 CENTIVA CAPITAL, LP 700.0K +104.5K (+17.5%) 7.08M -1.6M (-18.0%) 0.25% +0.034 pp 0.06% -0.025 pp USD13.85 -26.9% 2 qtrs
53 WALLEYE CAPITAL LLC 679.5K +521.9K (+331.1%) 6.88M +4.6M (+200.9%) 0.24% +0.183 pp 0.02% +0.013 pp USD10.61 -4.6% 9 qtrs
54 AMERIPRISE FINANCIAL INC 661.4K -46.5K (-6.6%) 6.69M -3.6M (-34.8%) 0.23% -0.019 pp 0.00% -0.001 pp USD7.21 +40.4% 18 qtrs
55 FIRST TRUST ADVISORS LP 649.7K +47.2K (+7.8%) 6.57M -2.2M (-24.7%) 0.23% +0.014 pp 0.00% -0.002 pp USD13.59 -25.5% 10 qtrs
56 LEGAL & GENERAL GROUP PLC 648.5K -33.6K (-4.9%) 6.56M -3.3M (-33.6%) 0.23% -0.015 pp 0.00% -0.001 pp USD7.47 +35.5% 19 qtrs
57 IMC-CHICAGO, LLC 614.2K +484.0K (+371.7%) 6.22M +4.3M (+229.2%) 0.22% +0.170 pp 0.00% +0.002 pp USD10.43 -3.0% 10 qtrs
58 BREVAN HOWARD CAPITAL MANAGEMENT LP 569.9K +318.8K (+127.0%) 5.86M +2.2M (+60.9%) 0.20% +0.111 pp 0.06% +0.048 pp USD11.62 -12.9% 7 qtrs
59 SWISS NATIONAL BANK 554.2K +9.4K (+1.7%) 5.61M -2.3M (-29.0%) 0.19% +0.001 pp 0.00% -0.001 pp USD9.24 +9.5% 10 qtrs
60 VOYA INVESTMENT MANAGEMENT LLC 540.9K +209.7K (+63.3%) 5.47M +671.9K (+14.0%) 0.19% +0.072 pp 0.01% +0.001 pp USD11.14 -9.2% 19 qtrs
61 QUADRATURE CAPITAL LTD 512.0K +512.0K (+100.0%) 5.18M +5.2M (+100.0%) 0.18% +0.180 pp 0.05% +0.053 pp USD10.12 +0.0% 1 qtrs NEW
62 UBS ASSET MANAGEMENT AMERICAS INC 506.9K +23.3K (+4.8%) 5.13M -1.9M (-26.8%) 0.18% +0.006 pp 0.00% 0.000 pp USD12.11 -16.4% 10 qtrs
63 506.7K +28.4K (+5.9%) 5.13M -1.8M (-26.1%) 0.18% +0.008 pp 5.33% +0.301 pp USD12.45 -18.7% 5 qtrs
64 AROSA CAPITAL MANAGEMENT LP 500.0K +500.0K (+100.0%) 5.06M +5.1M (+100.0%) 0.18% +0.176 pp 0.64% +0.636 pp USD10.12 +0.0% 1 qtrs NEW
65 DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN 492.5K -116.5K (-19.1%) 4.98M -3.8M (-43.6%) 0.17% -0.044 pp 0.00% -0.003 pp USD12.55 -19.4% 8 qtrs
66 MILLENNIUM MANAGEMENT LLC 489.7K -1.1M (-69.4%) 4.96M -18.2M (-78.6%) 0.17% -0.397 pp 0.00% -0.008 pp USD13.19 -23.3% 21 qtrs
67 CLOUDALPHA CAPITAL MANAGEMENT LIMITED/HONG KONG 486.0K +486.0K (+100.0%) 4.92M +4.9M (+100.0%) 0.17% +0.171 pp 0.23% +0.232 pp USD10.12 +0.0% 1 qtrs NEW
68 WELLS FARGO & COMPANY/MN 463.3K +180.8K (+64.0%) 4.69M +592.8K (+14.5%) 0.16% +0.062 pp 0.00% +0.000 pp USD10.45 -3.2% 24 qtrs
69 GROUP ONE TRADING, L.P. 439.1K +101.1K (+29.9%) 4.44M -456.8K (-9.3%) 0.15% +0.034 pp 0.01% -0.001 pp USD11.77 -14.0% 22 qtrs
70 BALYASNY ASSET MANAGEMENT L.P. 431.9K -227.0K (-34.5%) 4.37M -5.2M (-54.3%) 0.15% -0.083 pp 0.01% -0.007 pp USD13.99 -27.7% 5 qtrs
71 BRIDGEWATER ASSOCIATES, LP 410.1K +345.5K (+534.4%) 4.15M +3.2M (+342.8%) 0.14% +0.121 pp 0.02% +0.012 pp USD10.81 -6.4% 2 qtrs
72 CAPSTONE INVESTMENT ADVISORS, LLC 408.1K +94.7K (+30.2%) 4.13M -414.3K (-9.1%) 0.14% +0.032 pp 0.01% 0.000 pp USD10.05 +0.7% 5 qtrs
73 CSM ADVISORS, LLC 391.8K +72.8K (+22.8%) 3.97M -659.0K (-14.2%) 0.14% +0.024 pp 0.11% -0.022 pp USD10.86 -6.8% 3 qtrs
74 NATIXIS 368.4K +368.4K (+100.0%) 3.73M +3.7M (+100.0%) 0.13% +0.130 pp 0.01% +0.013 pp USD10.12 +0.0% 1 qtrs NEW
75 DEUTSCHE BANK AG\ 366.0K +13.1K (+3.7%) 3.70M -1.4M (-27.6%) 0.13% +0.003 pp 0.00% -0.001 pp USD14.78 -31.5% 19 qtrs
76 CONGRESS ASSET MANAGEMENT CO /MA 359.3K +10.3K (+3.0%) 3.64M -1.4M (-28.1%) 0.13% +0.002 pp 0.03% -0.008 pp USD6.82 +48.4% 4 qtrs
77 ALIGHT CAPITAL MANAGEMENT LP 350.0K +350.0K (+100.0%) 3.54M +3.5M (+100.0%) 0.12% +0.123 pp 0.91% +0.905 pp USD10.12 +0.0% 1 qtrs NEW
78 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 345.8K +345.8K (+100.0%) 3.50M +3.5M (+100.0%) 0.12% +0.122 pp 0.23% +0.235 pp USD10.12 +0.0% 4 qtrs
79 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 341.7K +93.6K (+37.7%) 3.46M -139.0K (-3.9%) 0.12% +0.032 pp 0.01% 0.000 pp USD8.04 +25.9% 4 qtrs
80 ALLIANCEBERNSTEIN L.P. 326.1K -19.2K (-5.6%) 3.30M -1.7M (-34.1%) 0.11% -0.008 pp 0.00% -0.001 pp USD11.27 -10.2% 15 qtrs
81 SUMMIT FINANCIAL, LLC 316.1K +38.9K (+14.0%) 3.20M -820.7K (-20.4%) 0.11% +0.013 pp 0.05% -0.014 pp USD13.96 -27.5% 2 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.36
Neutral
Ratio by volume
3.00
Bullish
Buys
30
Sells
22
Shares acquired
7.19M
Shares disposed
625.0K
Cash buys
Cash sales
Net activity
+6,561,022
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
2026-03-31 Wood Thomas Leigh Director M-Exempt A Common Stock 7,353 0.00 56,127 D
2026-03-31 McNeill Larry Director M-Exempt A Common Stock 7,353 0.00 303,473 D
2026-03-31 Cavaleri Amanda Director M-Exempt A Common Stock 7,353 0.00 121,995 D
2026-03-31 Beynon Roger Paul Director M-Exempt A Common Stock 7,353 0.00 140,217 D
2026-03-20 Vecchiarelli Gary Anthony Officer A-Award A Restricted Stock Units 400,000 0.00 400,000 D
2026-03-20 Schultz S. Matthew Director / Officer A-Award A Restricted Stock Units 640,000 0.00 640,000 D
2026-03-20 Monnig Taylor Officer A-Award A Performance Stock Units 210,000 0.00 210,000 D
2026-03-20 Garrison Scott Eugene Officer A-Award A Performance Stock Units 120,000 0.00 120,000 D
2026-03-20 Carson Brian Jay Officer A-Award A Performance Stock Units 75,000 0.00 75,000 D
2026-03-09 Wood Thomas Leigh Director A-Award A Restricted Stock Units 31,220 0.00 31,220 D
2026-03-09 McNeill Larry Director A-Award A Restricted Stock Units 31,220 0.00 31,220 D
2026-03-09 Cavaleri Amanda Director A-Award A Restricted Stock Units 31,220 0.00 31,220 D
2026-03-09 Beynon Roger Paul Director A-Award A Restricted Stock Units 31,220 0.00 31,220 D
2026-02-18 Vecchiarelli Gary Anthony Officer F-InKind D Common Stock 632 9.23 5.8K 662,171 D
2026-02-18 Schultz S. Matthew Director / Officer F-InKind D Common Stock 95,095 9.25 880.0K 2,464,176 D
2026-02-18 Monnig Taylor Officer F-InKind D Common Stock 17,757 9.25 164.3K 168,792 D
2026-02-18 Garrison Scott Eugene Officer F-InKind D Common Stock 1,192 9.23 11.0K 199,423 D
2026-02-18 Carson Brian Jay Officer F-InKind D Common Stock 6,444 9.25 59.6K 47,321 D
2026-02-13 Vecchiarelli Gary Anthony Officer M-Exempt D Restricted Stock Units 1,606 0.00 11,242 D
2026-02-13 Schultz S. Matthew Director / Officer M-Exempt D Restricted Stock Units 216,125 0.00 1,080,625 D
2026-02-13 Monnig Taylor Officer M-Exempt D Restricted Stock Units 535 0.00 3,747 D
2026-02-13 Garrison Scott Eugene Officer M-Exempt A Common Stock 45,125 0.00 220,714 D
2026-02-13 Carson Brian Jay Officer M-Exempt A Common Stock 16,375 0.00 53,765 D
2025-12-31 Wood Thomas Leigh Director M-Exempt D Restricted Stock Units 7,353 0.00 7,353 D
2025-12-31 McNeill Larry Director M-Exempt D Restricted Stock Units 7,353 0.00 7,353 D
2025-12-31 Cavaleri Amanda Director M-Exempt D Restricted Stock Units 7,353 0.00 7,353 D
2025-12-31 Beynon Roger Paul Director M-Exempt D Restricted Stock Units 7,353 0.00 7,353 D
2025-12-23 Wood Thomas Leigh Director S-Sale D Common Stock 85,315 11.69 997.1K 41,421 D
2025-12-05 Vecchiarelli Gary Anthony Officer F-InKind D Common Stock 632 14.07 8.9K 618,969 D
2025-12-05 Schultz S. Matthew Director / Officer F-InKind D Common Stock 9,031 14.07 127.1K 2,322,621 D
2025-12-05 Monnig Taylor Officer F-InKind D Common Stock 211 14.07 3.0K 140,889 D
2025-12-05 Garrison Scott Eugene Officer F-InKind D Common Stock 1,192 14.07 16.8K 172,912 D
2025-12-04 Cavaleri Amanda Director S-Sale D Common Stock 33,000 15.02 495.7K 107,289 D
2025-12-03 Wood Thomas Leigh Director M-Exempt A Restricted Stock Units 8,533 0.00 0 D
2025-12-03 Vecchiarelli Gary Anthony Officer M-Exempt D Restricted Stock Units 1,606 0.00 12,848 D
2025-12-03 Schultz S. Matthew Director / Officer M-Exempt A Common Stock 20,524 0.00 2,331,652 D
2025-12-03 Monnig Taylor Officer M-Exempt D Restricted Stock Units 536 0.00 4,282 D
2025-12-03 McNeill Larry Director M-Exempt D Restricted Stock Units 8,533 0.00 0 D
2025-12-03 Garrison Scott Eugene Officer M-Exempt D Restricted Stock Units 2,676 0.00 21,414 D
2025-12-03 Cavaleri Amanda Director M-Exempt D Restricted Stock Units 8,533 0.00 0 D
2025-12-03 Beynon Roger Paul Director M-Exempt D Restricted Stock Units 8,533 0.00 0 D
2025-09-30 Monnig Taylor Officer M-Exempt A Common Stock 33,350 0.00 153,687 D
2025-09-30 Garrison Scott Eugene Officer M-Exempt A Common Stock 33,350 0.00 186,282 D
2025-09-12 Wood Thomas Leigh Director A-Award A Restricted Stock Units 14,706 0.00 14,706 D
2025-09-12 Vecchiarelli Gary Anthony Officer F-InKind D Common Stock 15,740 0.00 617,995 D
2025-09-12 Schultz S. Matthew Director / Officer M-Exempt D Restricted Stock Units 405,000 0.00 0 D
2025-09-12 McNeill Larry Director A-Award A Restricted Stock Units 14,706 0.00 14,706 D
2025-09-12 Cavaleri Amanda Director A-Award A Restricted Stock Units 14,706 0.00 14,706 D
2025-09-12 Beynon Roger Paul Director A-Award A Restricted Stock Units 14,706 0.00 14,706 D
2025-09-09 Vecchiarelli Gary Anthony Officer M-Exempt D Restricted Stock Units 139,250 0.00 417,750 D
2025-09-09 Schultz S. Matthew Director / Officer F-InKind D Common Stock 190,190 9.35 1.78M 2,084,328 D
2025-09-09 Monnig Taylor Officer F-InKind D Common Stock 35,513 9.35 332.1K 184,050 D
2025-09-09 Garrison Scott Eugene Officer M-Exempt A Common Stock 90,250 0.00 193,129 D
2025-09-09 Carson Brian Jay Officer F-InKind D Common Stock 7,975 9.35 74.6K 37,390 D
2025-09-04 Vecchiarelli Gary Anthony Officer A-Award A Restricted Stock Units 429,515 0.00 429,515 D
2025-09-04 Schultz S. Matthew Director / Officer A-Award A Restricted Stock Units 1,729,000 0.00 1,729,000 D
2025-09-04 Monnig Taylor Officer A-Award A Restricted Stock Units 361,000 0.00 361,000 D
2025-09-04 Garrison Scott Eugene Officer A-Award A Restricted Stock Units 361,000 0.00 361,000 D
2025-09-04 Carson Brian Jay Officer A-Award A Restricted Stock Units 131,000 0.00 131,000 D
2025-08-14 Vecchiarelli Gary Anthony Officer F-InKind D Common Stock 632 9.56 6.0K 509,280 D
2025-08-14 Schultz S. Matthew Director / Officer F-InKind D Common Stock 9,010 9.56 86.2K 1,842,268 D
2025-08-14 Monnig Taylor Officer F-InKind D Common Stock 211 9.56 2.0K 129,313 D
2025-08-14 Garrison Scott Eugene Officer F-InKind D Common Stock 1,192 9.56 11.4K 102,879 D
2025-08-13 Wood Thomas Leigh Director M-Exempt A Common Stock 8,532 0.00 118,203 D
2025-08-13 Vecchiarelli Gary Anthony Officer M-Exempt D Restricted Stock Units 1,606 0.00 14,454 D
2025-08-13 Schultz S. Matthew Director / Officer M-Exempt D Restricted Stock Units 20,525 0.00 184,722 D
2025-08-13 Monnig Taylor Officer M-Exempt D Restricted Stock Units 535 0.00 4,818 D
2025-08-13 McNeill Larry Director M-Exempt A Common Stock 8,532 0.00 280,234 D
2025-08-13 Garrison Scott Eugene Officer M-Exempt D Restricted Stock Units 2,677 0.00 24,090 D
2025-08-13 Cavaleri Amanda Director M-Exempt A Common Stock 8,532 0.00 131,756 D
2025-08-13 Beynon Roger Paul Director M-Exempt D Restricted Stock Units 8,532 0.00 8,533 D
2025-08-10 Monnig Taylor Officer D Employee Stock Option (right to buy) 5,000 5.98 29.9K 0
2025-08-10 Bradford Zachary Director / Officer A-Award A Common Stock 1,728,688 0.00 4,777,481 D
2025-05-21 Beynon Roger Paul Director S-Sale D Common Stock 50,000 10.51 525.3K 125,511 D
2025-05-15 Vecchiarelli Gary Anthony Officer F-InKind D Common Stock 632 9.21 5.8K 564,366 D
2025-05-15 Schultz S. Matthew Director / Officer F-InKind D Common Stock 9,010 9.21 82.9K 2,441,000 D
2025-05-15 Monnig Taylor Officer F-InKind D Common Stock 239 9.21 2.2K 201,042 D
2025-05-15 Garrison Scott Eugene Officer F-InKind D Common Stock 1,198 9.21 11.0K 194,861 D
2025-05-15 Bradford Zachary Director / Officer F-InKind D Common Stock 10,533 9.21 97.0K 3,048,793 D
2025-03-24 Wood Thomas Leigh Director S-Sale D Common Stock 44,444 8.04 357.3K 126,736 D
2025-03-24 Cavaleri Amanda Director S-Sale D Common Stock 4,000 9.34 37.4K 140,289 D
2025-02-14 Vecchiarelli Gary Anthony Officer S-Sale D Common Stock 717 10.64 7.6K 564,998 D
2025-02-14 Schultz S. Matthew Director / Officer S-Sale D Common Stock 9,010 10.64 95.9K 2,450,010 D
2025-02-14 Monnig Taylor Officer S-Sale D Common Stock 239 10.64 2.5K 201,281 D
2025-02-14 Garrison Scott Eugene Officer S-Sale D Common Stock 1,337 10.64 14.2K 196,059 D
2025-02-14 Bradford Zachary Director / Officer S-Sale D Common Stock 10,533 10.64 112.1K 3,059,326 D
2025-02-13 Vecchiarelli Gary Anthony Officer A-Award A Common Stock 1,606 0.00 565,715 D
2025-02-13 Schultz S. Matthew Director / Officer A-Award A Common Stock 20,524 0.00 2,459,020 D
2025-02-13 Monnig Taylor Officer A-Award A Common Stock 536 0.00 201,520 D
2025-02-13 Garrison Scott Eugene Officer A-Award A Common Stock 2,676 0.00 197,396 D
2025-02-13 Bradford Zachary Director / Officer A-Award A Common Stock 26,767 0.00 3,069,859 D
2024-12-27 Monnig Taylor Officer S-Sale D Common Stock 1,350 10.40 14.0K 201,520 D
2024-12-23 Cavaleri Amanda Director G-Gift D Common Stock 22,222 0.00 153,289 D
2024-12-20 McNeill Larry Director A-Award A Common Stock 5,000 11.13 55.7K 288,767 D
2024-12-20 Bradford Zachary Director / Officer S-Sale D Common Stock 12,000 0.00 0 I
2024-11-29 Monnig Taylor Officer S-Sale D Common Stock 1,350 14.35 19.4K 202,870 D
2024-11-05 Wood Thomas Leigh Director D-Return D Series X Preferred 1,000,000 0.00 1.0K 0 D
2024-10-25 Monnig Taylor Officer S-Sale D Common Stock 1,350 11.88 16.0K 204,220 D
2024-10-02 Wood Thomas Leigh Director A-Award A Common Stock 34,130 0.00 171,180 D
2024-10-02 McNeill Larry Director A-Award A Common Stock 34,130 0.00 283,767 D
2024-10-02 Cavaleri Amanda Director A-Award A Common Stock 34,130 0.00 175,511 D
2024-10-02 Beynon Roger Paul Director A-Award A Common Stock 34,130 0.00 175,511 D
2024-10-01 Carson Brian Jay Officer Common Stock 0 0.00 12,615 D
2024-09-30 Vecchiarelli Gary Anthony Officer F-InKind D Common Stock 5,056 9.34 47.2K 565,715 D
2024-09-30 Schultz S. Matthew Director / Officer A-Award A Common Stock 410,493 0.00 2,531,267 D
2024-09-30 Monnig Taylor Officer F-InKind D Common Stock 13,104 9.34 122.4K 196,548 D
2024-09-30 Garrison Scott Eugene Officer F-InKind D Common Stock 15,019 9.34 140.3K 153,520 D
2024-09-30 Bradford Zachary Director / Officer F-InKind D Common Stock 84,261 9.34 787.0K 3,069,859 D
2024-09-27 Monnig Taylor Officer S-Sale D Common Stock 1,350 10.44 14.1K 209,652 D
2024-09-12 Wood Thomas Leigh Director S-Sale D Common Stock 22,222 9.24 205.3K 137,050
2024-09-12 Vecchiarelli Gary Anthony Officer M-Exempt D Restricted Stock Unit 40,000 0.00 40,000
2024-09-12 Schultz S. Matthew Director / Officer F-InKind D Common Stock 178,201 9.25 1.65M 2,525,774
2024-09-12 Bradford Zachary Director / Officer M-Exempt D Restricted Stock Unit 450,000 0.00 450,000
2024-08-30 Wood Thomas Leigh Director A-Award A Series X Preferred 1,000,000 0.00 1.0K 1,000,000
2024-08-30 Monnig Taylor Officer S-Sale D Common Stock 1,350 10.77 14.5K 211,002
2024-07-26 Monnig Taylor Officer S-Sale D Common Stock 1,350 16.97 22.9K 212,352
2024-06-28 Monnig Taylor Officer S-Sale D Common Stock 1,350 16.03 21.6K 213,702
2024-05-31 Monnig Taylor Officer S-Sale D Common Stock 1,350 16.65 22.5K 215,052
2024-05-07 Monnig Taylor Officer D Common Stock 0 0.00 216,402
2024-05-07 Garrison Scott Eugene Officer D Common Stock 0 0.00 168,539
2024-05-03 Carson Brian Jay Officer Employee Stock Option (right to buy) 5,000 16.15 80.8K 0 D
2024-03-27 Schultz S. Matthew Director / Officer S-Sale D Common Stock 367,000 23.07 8.47M 2,298,975
2024-03-21 Bradford Zachary Director / Officer S-Sale D Common Stock 443,000 20.31 9.00M 2,795,863
2024-02-27 Vecchiarelli Gary Anthony Officer S-Sale D Common Stock 26,244 20.93 549.3K 554,391
2024-02-27 Schultz S. Matthew Director / Officer S-Sale D Common Stock 322,400 20.95 6.75M 2,698,768
2024-02-27 Bradford Zachary Director / Officer S-Sale D Common Stock 363,900 21.00 7.64M 3,275,856
2024-02-26 Vecchiarelli Gary Anthony Officer F-InKind D Common Stock 78,700 20.35 1.60M 580,635
2024-02-26 Schultz S. Matthew Director / Officer F-InKind D Common Stock 118,800 20.35 2.42M 3,021,168
2024-02-26 Bradford Zachary Director / Officer F-InKind D Common Stock 118,050 20.35 2.40M 3,639,756
2024-02-23 Vecchiarelli Gary Anthony Officer F-InKind D Common Stock 78,700 16.43 1.29M 659,335
2024-02-23 Schultz S. Matthew Director / Officer F-InKind D Common Stock 118,800 16.43 1.95M 3,139,968
2024-02-23 Bradford Zachary Director / Officer M-Exempt D Restricted Stock Unit 300,000 0.00 300,000
2024-02-14 Beynon Roger Paul Director S-Sale D Common 10,976 17.85 195.9K 141,381
2023-12-20 Vecchiarelli Gary Anthony Officer M-Exempt D Restricted Stock Unit 200,000 0.00 400,000
2023-12-20 Schultz S. Matthew Director / Officer M-Exempt A Common Stock 270,000 0.00 2,837,568
2023-12-20 Bradford Zachary Director / Officer M-Exempt D Restricted Stock Unit 300,000 0.00 600,000
2023-12-08 McNeill Larry Director S-Sale D Common Stock 40,000 10.42 416.8K 249,637
2023-10-26 Vecchiarelli Gary Anthony Officer A-Award A Common Stock 8,571 0.00 220,108
2023-10-26 Schultz S. Matthew Director / Officer A-Award A Common Stock 86,787 0.00 2,605,754
2023-10-26 Bradford Zachary Director / Officer A-Award A Common Stock 96,432 0.00 3,133,802
2023-09-30 Wood Thomas Leigh Director A-Award A Common Stock 52,493 0.00 159,272
2023-09-30 McNeill Larry Director A-Award A Common Stock 52,493 0.00 289,637
2023-09-30 Cavaleri Amanda Director A-Award A Common Stock 52,493 0.00 141,381
2023-09-30 Beynon Roger Paul Director A-Award A Common Stock 52,493 0.00 152,357
2023-09-29 Vecchiarelli Gary Anthony Officer A-Award A Restricted Stock Unit 600,000 0.00 600,000
2023-09-29 Schultz S. Matthew Director / Officer A-Award A Restricted Stock Unit 810,000 0.00 810,000
2023-09-29 Bradford Zachary Director / Officer A-Award A Restricted Stock Unit 900,000 0.00 900,000
2023-09-20 Vecchiarelli Gary Anthony Officer A-Award A Common Stock 8,572 0.00 214,911
2023-09-20 Schultz S. Matthew Director / Officer A-Award A Common Stock 86,785 0.00 2,557,154
2023-09-20 Bradford Zachary Director / Officer A-Award A Common Stock 96,427 0.00 3,075,316
2023-09-12 Vecchiarelli Gary Anthony Officer F-InKind D Common Stock 15,740 4.32 68.0K 206,339
2023-09-12 Schultz S. Matthew Director / Officer F-InKind D Common Stock 178,200 4.32 769.8K 2,470,369
2023-09-12 Bradford Zachary Director / Officer F-InKind D Common Stock 177,075 4.32 765.0K 2,978,889
2023-08-07 Garrison Scott Eugene Officer D Employee Stock Option (right to buy) 20,139 6.00 120.8K 0
2023-08-02 Vecchiarelli Gary Anthony Officer A-Award A Common Stock 8,571 0.00 224,852
2023-08-02 Schultz S. Matthew Director / Officer A-Award A Common Stock 86,785 0.00 2,686,754
2023-08-02 Bradford Zachary Director / Officer A-Award A Common Stock 96,427 0.00 3,193,908
2023-07-22 Vecchiarelli Gary Anthony Officer A-Award A Common Stock 8,572 0.00 219,054
2023-07-22 Schultz S. Matthew Director / Officer F-InKind D Common Stock 38,185 6.42 245.1K 2,599,969
2023-07-22 Bradford Zachary Director / Officer F-InKind D Common Stock 37,944 6.42 243.6K 3,097,481
2023-07-12 Vecchiarelli Gary Anthony Officer F-InKind D Common Stock 2,773 6.62 18.4K 210,482
2023-07-12 Schultz S. Matthew Director / Officer A-Award A Common Stock 86,786 0.00 2,589,555
2023-07-12 Bradford Zachary Director / Officer A-Award A Common Stock 96,429 0.00 3,076,943
2023-07-09 Vecchiarelli Gary Anthony Officer F-InKind D Common Stock 2,773 6.00 16.6K 204,684
2023-07-09 Schultz S. Matthew Director / Officer A-Award A Common Stock 86,786 0.00 2,540,955
2023-07-09 Bradford Zachary Director / Officer F-InKind D Common Stock 37,945 6.00 227.7K 2,980,514
2023-07-08 Vecchiarelli Gary Anthony Officer F-InKind D Common Stock 2,773 6.00 16.6K 198,885
2023-07-08 Schultz S. Matthew Director / Officer A-Award A Common Stock 86,786 0.00 2,492,355
2023-07-08 Bradford Zachary Director / Officer F-InKind D Common Stock 37,945 6.00 227.7K 2,922,030
2023-07-07 Carson Brian Jay Officer Employee Stock Option (right to buy) 10,000 6.00 60.0K 0 D
2023-03-08 Vecchiarelli Gary Anthony Officer A-Award A Common Stock 60,000 0.00 207,157
2023-03-08 Schultz S. Matthew Director / Officer A-Award A Common Stock 607,500 0.00 2,679,371
2023-03-08 Bradford Zachary Director / Officer A-Award A Common Stock 675,000 0.00 3,115,633
2022-12-16 Vecchiarelli Gary Anthony Officer P-Purchase A Common Stock 19,400 1.78 34.5K 147,157
2022-11-30 Wood Thomas Leigh Director A-Award A Common Stock 88,888 0.00 106,779
2022-11-30 McNeill Larry Director A-Award A Common Stock 88,888 0.00 237,144
2022-11-30 Cavaleri Amanda Director A-Award A Common Stock 88,888 0.00 88,888
2022-11-30 Beynon Roger Paul Director A-Award A Common Stock 88,888 0.00 99,864
2022-10-14 Carson Brian Jay Officer Employee Stock Option (right to buy) 12,500 2.83 35.4K 0 D
2022-09-12 Vecchiarelli Gary Anthony Officer A-Award A Common Stock 120,000 0.00 197,757
2022-09-12 Schultz S. Matthew Director / Officer A-Award A Common Stock 360,000 0.00 2,208,000
2022-04-14 Wood Thomas Leigh Director A-Award A Common Stock 3,364 0.00 17,891
2022-02-18 Wood Thomas Leigh Director A-Award A Common Stock 1,874 12.53 23.5K 14,527
2022-02-17 Vecchiarelli Gary Anthony Officer P-Purchase A Common Stock 4,400 10.25 45.1K 77,757
2022-02-16 Vecchiarelli Gary Anthony Officer P-Purchase A Common Stock 3,357 11.18 37.5K 73,357
2022-02-16 Schultz S. Matthew Director / Officer G-Gift D Common Stock 25,000 0.00 273,000
2022-02-14 Wood Thomas Leigh Director P-Purchase A Common Stock 15,000 8.70 130.5K 60,196
2022-02-10 Bradford Zachary Director / Officer M-Exempt A Common Stock 12,391 9.00 111.5K 395,364
2022-01-12 Tadayon Amer Officer M-Exempt A Common Stock 3,000 9.00 27.0K 140,627
2022-01-11 Tadayon Amer Officer M-Exempt A Common Stock 3,495 4.65 16.3K 137,627
2021-12-15 Vecchiarelli Gary Anthony Officer A-Award A Common Stock 10,000 0.00 10,000
2021-12-14 Tadayon Amer Officer M-Exempt D Employee Stock Option (Right to Buy) 2,000 4.65 9.3K 3,495
2021-11-18 Tadayon Amer Officer M-Exempt A Common Stock 2,000 4.65 9.3K 132,132
2021-11-17 Love Lori Officer M-Exempt A Common Stock 2,664 9.00 24.0K 131,217
2021-11-08 Tadayon Amer Officer A-Award A Common Stock 10,000 0.00 130
2021-11-08 Schultz S. Matthew Director / Officer A-Award A Common Stock 55,000 0.00 298,000
2021-11-08 Love Lori Officer A-Award A Employee Stock Option (Right to Buy) 10,000 20.48 204.8K 10,000
2021-11-08 Bradford Zachary Director / Officer A-Award A Employee Stock Option (Right to Buy) 30,000 20.48 614.4K 30,000
2021-10-29 Kabak Amanda Officer 0 0.00 0
2021-10-18 Tadayon Amer Officer M-Exempt A Common Stock 1,000 4.65 4.7K 110,132

Executive team

Top executives
EBIT / Employee
1.62M
Shares Outstanding
255.75M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Zachary K. Bradford Former CEO 1.77M 4.92M 17.41M 24.66M 48.75M 35.70%
2 2025 S. Matthew Schultz CEO & Chairman 862.9K 5.53M 37.10M 1.41M 44.90M 82.62%
3 2025 Gary A. Vecchiarelli CFO & President 521.7K 1.38M 14.02M 224.6K 16.14M 86.81%
4 2025 Taylor Monnig CTO & COO 554.2K 900.0K 10.16M 33.9K 11.64M 87.22%
5 2025 Scott E. Garrison CDO & EVP 554.2K 900.0K 10.16M 33.9K 11.64M 87.22%
6 2024 Zachary K. Bradford CEO 800.0K 8.89M 5.00M 754.9K 15.44M 32.38%
7 2024 S. Matthew Schultz Executive Chairman 720.0K 8.66M 3.83M 679.3K 13.90M 27.59%
8 2024 Scott E. Garrison COO 299.1K 485.0K 2.15M 2.94M 73.31%
9 2024 Taylor Monnig CTO 299.1K 435.0K 1.75M 2.49M 70.50%
10 2024 Gary A. Vecchiarelli CFO 425.0K 1.19M 300.0K 104.9K 2.02M 14.84%
11 2023 Zachary K. Bradford CEO 600.0K 2.60M 3.42M 352.8K 6.98M 49.07%
12 2023 Zachary K. Bradford CEO, President, and Director 600.0K 2.60M 3.42M 352.8K 6.98M 49.07%
13 2023 S. Matthew Schultz Executive Chairman 540.0K 2.34M 3.08M 318.0K 6.28M 49.07%
14 2023 Gary A. Vecchiarelli CFO 400.0K 400.0K 2.28M 49.2K 3.13M 72.88%
15 2022 Zachary K. Bradford CEO 500.0K 350.0K 25.38M 605.4K 204.6K 27.04M 96.10%
16 2022 Zachary K. Bradford CEO, President, and Director 500.0K 350.0K 25.38M 605.4K 204.6K 27.04M 96.10%
17 2022 S. Matthew Schultz Executive Chairman 350.0K 329.0K 21.81M 484.4K 170.7K 23.15M 96.33%
18 2022 Gary A. Vecchiarelli CFO 263.8K 145.3K 1.71M 2.12M 80.67%
19 2021 Zachary Bradford CEO, President, and Director 500.0K 2.70M 2.33M 9.26M 309.1K 15.10M 76.76%
20 2021 Zachary K. Bradford CEO, President, and Director 500.0K 2.70M 2.33M 9.26M 309.1K 15.10M 76.76%
21 2021 S. Matthew Schultz Executive Chairman 350.0K 2.21M 1.86M 7.43M 279.6K 12.13M 76.60%
22 2021 Lori Love Former CFO 350.0K 546.7K 761.2K 1.12M 74.7K 2.85M 65.91%
23 2020 Zachary Bradford CEO, President, and Director 335.0K 360.0K 615.3K 274.0K 1.58M 56.13%
24 2020 Zachary Bradford CEO Amanda Kabak CTO Lori Love CFO Amer Tadayon 335.0K 360.0K 615.3K 274.0K 1.58M 56.13%
25 2020 CRO S. Matthew Schultz Former CEO Bryan Huber Former CIO Anthony Vastola Former COO 273.00 1.16M 167.7K 1.33M 87.34%
26 2020 S. Matthew Schultz Executive Chairman 350.0K 484.2K 239.5K 252.0K 1.33M 54.59%
27 2020 Lori Love Former CFO 200.0K 190.0K 316.7K 251.0K 957.6K 59.27%
28 2019 CRO S. Matthew Schultz Former CEO Bryan Huber Former CIO Anthony Vastola Former COO 161.5K 17.2K 170.0K 348.7K 48.75%
29 2019 Zachary Bradford CEO Amanda Kabak CTO Lori Love CFO Amer Tadayon 183.4K 25.0K 100.0K 308.4K 32.42%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-01-22 DEFA14A
2026-01-22 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 8-K
2026-05-11 10-Q
2026-04-29 SC 13G
2026-04-09 SC 13G
2026-04-02 4
2026-04-02 4
2026-04-02 4
2026-04-02 4
2026-03-26 SC 13G/A
2026-03-24 8-K

Executive team

NameTitleCompensationGender
S. Matthew Schultz Chief Executive Officer & Chairman 8M male
Gary A. Vecchiarelli President & Chief Financial Officer 2M male
Taylor Monnig Chief Technology Officer & Chief Operating Officer 1M male
Scott Garrison Executive Vice President & Chief Development Officer 1M male
Barbara Domingo Senior Director of Investor Relations
Leighton Rudolph Koehler Corporate Secretary & General Counsel male
Jeffrey Thomas SVP of AI Data Centers male
Bradley Audiss Senior Vice President of Operations male
Brian Carson Chief Accounting Officer male
Harry E. Sudock Chief Business Officer male
ESG Rating
B
SOFTWARE - APPLICATION
2024
E (Environmental)
79.0 / 66.0
Company / Sector avg.
S (Social)
68.4 / 69.5
Company / Sector avg.
G (Governance)
65.8 / 67.5
Company / Sector avg.
ESG Total
71.1 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend history

Earnings history

Earnings reports

Stock splits