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Claros Mortgage Trust, Inc. (CMTG)
USD2.35
+0.05 (+1.96%)
US NYSE Real Estate REIT - Mortgage
Address
60 Columbus Circle 10023
New York City, NY, US
New York City, NY, US
CEO
Richard Jay Mack
Website
clarosmortgage.com
IPO
2021-11-03
CIK 1666291 ISIN US18270D1063
Description
Claros Mortgage Trust, Inc. functions as a real estate investment trust (REIT), primarily focusing on originating both senior and junior debt for commercial properties in transitional stages, located within prominent markets throughout the United States. Recognized as a REIT under the Internal Revenue Code, the company's net earnings are exempt from federal taxation, provided these profits are distributed as dividends to its investors. The firm was established in 2015 and has its corporate headquarters 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
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD2.35
+0.05 (+1.96%)
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Volume Profile
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Liquidity & share structure
Average Volume
545.6K
Beta
1.15
Float Shares
128.61M
Free Float %
91.7%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -4.13% | -10.42% | -8.66% | -10.08% | -24.68% | -24.18% | -10.42% | -78.83% | -86.35% | -86.35% | -86.35% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (7 ratings, all time)
Hold
Price Targets & DCF
Current price
2.35
Low
17.50
+646.3%
Consensus
18.25
+678.3%
Median
18.25
+678.3%
High
19.00
+710.2%
DCF (Levered)
11.44
+388.0%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
0% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 3 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 1 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 2 |
18.25
+678.3%
|
Quality scores
Altman Z-Score
-0.96
Distress
Piotroski F-Score
3 / 9
Average
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
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+152.2% Q1'26: -77.5% (vs Q1'25)
-
EPS growth-117.5% Q1'26: +30.4% (vs Q1'25)
-
FCF margin— Q1'26: -29.3% (vs Q1'25)
-
EBIT margin— Q1'26: -151.3% (vs Q1'25)
-
ROIC— Q1'26: -4.5% (vs Q1'25)
-
Share dilution+1.0% Q1'26: +0.8% (vs Q1'25)
-
Debt / EBITDA-6.45× Q1'26: -17.11× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 2 EPS Ana. |
Dec 2027 2 Rev. Ana. 2 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
215.02M
est: 248.38M (-13.4%)
|
270.20M
est: 311.38M (-13.2%)
|
129.83M
est: 35.58M (+264.9%)
|
170.67M
est: 251.28M (-32.1%)
|
430.48M
est: 186.93M (+130.3%)
|
149.15M
138.82M – 159.77M
-20.2% YoY
|
138.10M
128.53M – 147.93M
-7.4% YoY
|
185.00M
172.18M – 198.16M
+34.0% YoY
|
| EBITDA |
—
|
—
|
185.65M
est: -7.12M (+2,709.1%)
|
-178.46M
est: -50.26M (-255.1%)
|
-487.87M
est: -37.39M (-1,204.9%)
|
-29.83M
-31.95M – -27.76M
+20.2% YoY
|
-27.62M
-29.59M – -25.71M
+7.4% YoY
|
-37.00M
-39.63M – -34.44M
-34.0% YoY
|
| EBIT |
—
|
—
|
176.37M
est: -7.12M (+2,578.6%)
|
-190.36M
est: -50.26M (-278.8%)
|
-489.07M
est: -37.39M (-1,208.2%)
|
-29.83M
-31.95M – -27.76M
+20.2% YoY
|
-27.62M
-29.59M – -25.71M
+7.4% YoY
|
-37.00M
-39.63M – -34.44M
-34.0% YoY
|
| Net Income |
170.55M
est: 177.70M (-4.0%)
|
112.06M
est: 194.95M (-42.5%)
|
6.03M
est: -102.22M (+105.9%)
|
-221.27M
est: -1.25M (-17,549.8%)
|
-489.07M
est: -163.72M (-198.7%)
|
-107.27M
-117.06M – -97.49M
+34.5% YoY
|
-55.75M
-60.84M – -50.67M
+48.0% YoY
|
7.04M
6.39M – 7.68M
+112.6% YoY
|
| SGA |
21.40M
est: 38.42M (-44.3%)
|
26.14M
est: 48.17M (-45.7%)
|
33.20M
est: 4.44M (+648.6%)
|
15.71M
est: 31.33M (-49.9%)
|
34.13M
est: 23.30M (+46.4%)
|
18.59M
17.31M – 19.92M
-20.2% YoY
|
17.22M
16.02M – 18.44M
-7.4% YoY
|
23.06M
21.47M – 24.70M
+34.0% YoY
|
| EPS |
1.27
est: 1.28 (-0.5%)
|
0.80
est: 1.38 (-42.1%)
|
0.02
est: -0.74 (+102.3%)
|
-1.60
est: -0.01 (-17,861.4%)
|
-3.48
est: -1.16 (-199.1%)
|
-0.76
-0.83 – -0.69
+34.5% YoY
|
-0.40
-0.43 – -0.36
+48.0% YoY
|
0.05
0.05 – 0.05
+112.6% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-04 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-01 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-30 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-29 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-28 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-27 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-24 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-23 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-22 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-21 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-20 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-17 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-16 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
260.76M
OE per share TTM
1.86
Owner's Yield
70.54%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
96.9%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
19
Total invested
2.37M
Insider transactions (90d)
0
Beneficial owners (>5%)
12
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Hyundai Investments Co., Ltd. | 28.09M | 21.00% | 28.09M | — | 28.09M | — | FI | — | 2022-02-14 | ↗ |
| 2 | Beaverhead Capital, LLC | 15.13M | 11.30% | 15.13M | — | 15.13M | — | OO | Delaware | 2022-02-09 | ↗ |
| 3 | Koch Industries, Inc. | 15.13M | 11.30% | 15.13M | — | 15.13M | — | CO | Delaware | 2022-02-09 | ↗ |
| 4 | Goldman Sachs Asset Management, L.P. | 14.53M | 10.50% | — | 13.00 | — | 14.53M | IA | — | 2024-03-07 | ↗ |
| 5 | The Vanguard Group - 23-1945930 | 11.19M | 8.08% | — | — | 11.05M | 141.5K | IA | Pennsylvania | 2023-02-09 | ↗ |
| 6 | OCA CMTG LLC | 9.86M | 7.40% | 9.86M | — | 9.86M | — | IA | Delaware | 2022-05-27 | ↗ |
| 7 | Offit Capital Advisors LLC | 9.86M | 7.40% | 9.86M | — | 9.86M | — | IA | Delaware | 2022-05-27 | ↗ |
| 8 | ARS VII Claros Investor, LP | 8.75M | 6.56% | — | 8.75M | — | 8.75M | PN | — | 2022-02-15 | ↗ |
| 9 | NB Alternatives Advisers LLC | 8.75M | 6.56% | — | 8.75M | — | 8.75M | IA | — | 2022-02-15 | ↗ |
| 10 | (1) BlackRock, Inc. | 8.05M | 5.80% | 7.89M | — | 8.05M | — | HC | Delaware | 2023-02-03 | ↗ |
| 11 | Teacher Retirement System of Texas | 7.50M | 5.40% | 7.50M | — | 7.50M | — | EP | Texas | 2021-12-08 | ↗ |
| 12 | Pingan Real Estate Capital Limited | 7.31M | 5.50% | 7.31M | — | 7.31M | — | IC | Hong Kong | 2022-01-27 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
19
-100 vs prev Q
New positions
3
Closed positions
98
Increased
6
Reduced
7
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 | HYUNDAI INVESTMENTS CO., LTD. | 20.52M -69.0K (-0.3%) | 62.79M -5.6M (-8.1%) | 14.60% -0.097 pp | 61.17% -38.834 pp | USD16.39 -81.3% | 17 qtrs — |
| 2 | KOCH, INC. | 15.13M +— (+0.0%) | 46.29M -3.9M (-7.8%) | 10.76% -0.035 pp | 6.41% -0.231 pp | USD4.52 -32.3% | 5 qtrs — |
| 3 | NEUBERGER BERMAN GROUP LLC | 8.76M +145.0 (+0.0%) | 26.81M -2.3M (-7.8%) | 6.23% -0.020 pp | 0.02% -0.001 pp | USD16.37 -81.3% | 17 qtrs — |
| 4 | BLACKROCK, INC. | 8.19M +124.2K (+1.5%) | 25.06M -1.7M (-6.4%) | 5.83% +0.070 pp | 0.00% +0.000 pp | USD7.41 -58.7% | 6 qtrs — |
| 5 | VANGUARD GROUP INC | 6.87M +256.3K (+3.9%) | 21.03M -936.2K (-4.3%) | 4.89% +0.167 pp | 0.00% +0.000 pp | USD12.90 -76.3% | 15 qtrs — |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.62M +383.9K (+11.9%) | 11.08M +332.7K (+3.1%) | 2.58% +0.266 pp | 0.00% +0.000 pp | USD6.40 -52.2% | 15 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.62M +29.4K (+1.1%) | 8.03M -583.3K (-6.8%) | 1.87% +0.015 pp | 0.00% 0.000 pp | USD12.22 -75.0% | 15 qtrs — |
| 8 | WAFRA INC. | 2.50M +— (+0.0%) | 7.65M -650.0K (-7.8%) | 1.78% -0.006 pp | 100.00% +95.612 pp | USD16.39 -81.3% | 17 qtrs — |
| 9 | STATE STREET CORP | 2.09M -50.1K (-2.3%) | 6.39M -709.1K (-10.0%) | 1.49% -0.041 pp | 0.00% +0.000 pp | USD13.71 -77.7% | 15 qtrs — |
| 10 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.82M +15.4K (+0.9%) | 5.57M -422.4K (-7.0%) | 1.30% +0.007 pp | 0.02% -0.002 pp | USD4.15 -26.3% | 6 qtrs — |
| 11 | GRATIA CAPITAL, LLC | 1.70M +— (+0.0%) | 5.20M -442.0K (-7.8%) | 1.21% -0.004 pp | 3.88% -0.171 pp | USD3.64 -15.9% | 4 qtrs — |
| 12 | MILLENNIUM MANAGEMENT LLC | 1.33M -50.2K (-3.6%) | 4.08M -513.3K (-11.2%) | 0.95% -0.039 pp | 0.00% 0.000 pp | USD3.53 -13.3% | 9 qtrs — |
| 13 | CAPTION MANAGEMENT, LLC | 1.00M -31.5K (-3.1%) | 3.06M -364.6K (-10.6%) | 0.71% -0.025 pp | 0.02% -0.006 pp | USD3.73 -18.0% | 4 qtrs — |
| 14 | D. E. SHAW & CO., INC. | 819.9K -93.8K (-10.3%) | 2.51M -524.6K (-17.3%) | 0.58% -0.069 pp | 0.00% 0.000 pp | USD3.34 -8.4% | 4 qtrs — |
| 15 | ACADIAN ASSET MANAGEMENT LLC | 777.9K +51.2K (+7.1%) | 2.38M -33.0K (-1.4%) | 0.55% +0.035 pp | 0.00% 0.000 pp | USD3.06 +0.0% | 4 qtrs — |
| 16 | NORTHERN TRUST CORP | 774.6K -53.6K (-6.5%) | 2.37M -379.2K (-13.8%) | 0.55% -0.040 pp | 0.00% +0.000 pp | USD14.31 -78.6% | 17 qtrs — |
| 17 | LM ASSET (IM) INC. | 534.0K +534.0K (+100.0%) | 1.63M +1.6M (+100.0%) | 0.38% +0.380 pp | 1.29% +1.293 pp | USD3.06 +0.0% | 1 qtrs NEW |
| 18 | JPMORGAN CHASE & CO | 448.4K -15.4K (-3.3%) | 1.37M -167.6K (-10.9%) | 0.32% -0.012 pp | 0.00% +0.000 pp | USD7.42 -58.8% | 16 qtrs — |
| 19 | PRUDENTIAL FINANCIAL INC | 411.1K -8.9K (-2.1%) | 1.26M -136.4K (-9.8%) | 0.29% -0.007 pp | 0.00% 0.000 pp | USD3.11 -1.6% | 4 qtrs — |
| 20 | GOLDMAN SACHS GROUP INC | 387.7K -49.5K (-11.3%) | 1.19M -265.0K (-18.3%) | 0.28% -0.036 pp | 0.00% +0.000 pp | USD7.26 -57.9% | 17 qtrs — |
| 21 | CITADEL ADVISORS LLC | 317.7K +317.7K (+100.0%) | 972.2K +972.2K (+100.0%) | 0.23% +0.226 pp | 0.00% +0.000 pp | USD3.06 +0.0% | 1 qtrs NEW |
| 22 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 312.6K +312.6K (+100.0%) | 958.3K +958.3K (+100.0%) | 0.22% +0.222 pp | 0.01% +0.011 pp | USD3.06 +0.0% | 1 qtrs NEW |
| 23 | BANK OF NEW YORK MELLON CORP | 303.5K +2.6K (+0.9%) | 928.8K -70.4K (-7.0%) | 0.22% +0.001 pp | 0.00% +0.000 pp | USD9.68 -68.4% | 15 qtrs — |
| 24 | AQR CAPITAL MANAGEMENT LLC | 276.1K +52.3K (+23.4%) | 844.8K +101.8K (+13.7%) | 0.20% +0.037 pp | 0.00% +0.000 pp | USD3.01 +1.7% | 4 qtrs — |
| 25 | JANE STREET GROUP, LLC | 251.9K -141.3K (-35.9%) | 770.7K -534.7K (-41.0%) | 0.18% -0.102 pp | 0.00% 0.000 pp | USD3.68 -16.8% | 15 qtrs — |
| 26 | MORGAN STANLEY | 239.1K +11.7K (+5.2%) | 731.6K -23.2K (-3.1%) | 0.17% +0.008 pp | 0.00% +0.000 pp | USD8.08 -62.1% | 17 qtrs — |
| 27 | AMERIPRISE FINANCIAL INC | 224.1K +— (+0.0%) | 685.7K -58.3K (-7.8%) | 0.16% -0.001 pp | 0.00% +0.000 pp | USD4.56 -32.9% | 6 qtrs — |
| 28 | LOS ANGELES CAPITAL MANAGEMENT LLC | 197.9K -35.1K (-15.1%) | 649.3K -124.5K (-16.1%) | 0.14% -0.026 pp | 0.00% 0.000 pp | USD3.28 -6.7% | 5 qtrs — |
| 29 | NUVEEN, LLC | 199.2K +— (+0.0%) | 609.6K -51.8K (-7.8%) | 0.14% -0.001 pp | 0.00% +0.000 pp | USD3.73 -18.0% | 4 qtrs — |
| 30 | VERITION FUND MANAGEMENT LLC | 152.1K -20.4K (-11.8%) | 465.5K -107.3K (-18.7%) | 0.11% -0.015 pp | 0.00% -0.001 pp | USD3.16 -3.2% | 3 qtrs — |
| 31 | INVESCO LTD. | 145.2K -23.0K (-13.7%) | 444.4K -114.3K (-20.5%) | 0.10% -0.017 pp | 0.00% +0.000 pp | USD10.42 -70.6% | 15 qtrs — |
| 32 | BARCLAYS PLC | 143.9K +5.6K (+4.1%) | 440.3K -595.5K (-57.5%) | 0.10% +0.004 pp | 0.00% 0.000 pp | USD6.75 -54.7% | 15 qtrs — |
| 33 | UBS GROUP AG | 141.4K -181.6K (-56.2%) | 432.7K -639.8K (-59.7%) | 0.10% -0.130 pp | 0.00% 0.000 pp | USD3.50 -12.6% | 17 qtrs — |
| 34 | GREENLAND CAPITAL MANAGEMENT LP | 138.0K +138.0K (+100.0%) | 422.3K +422.3K (+100.0%) | 0.10% +0.098 pp | 0.04% +0.045 pp | USD3.06 +0.0% | 1 qtrs NEW |
| 35 | TUDOR INVESTMENT CORP ET AL | 128.1K -190.2K (-59.8%) | 391.9K -664.7K (-62.9%) | 0.09% -0.136 pp | 0.00% -0.001 pp | USD2.96 +3.4% | 4 qtrs — |
| 36 | RHUMBLINE ADVISERS | 120.3K -18.2K (-13.2%) | 368.0K -91.8K (-20.0%) | 0.09% -0.013 pp | 0.00% 0.000 pp | USD15.28 -80.0% | 15 qtrs — |
| 37 | PORTOLAN CAPITAL MANAGEMENT, LLC | 119.7K +119.7K (+100.0%) | 366.3K +366.3K (+100.0%) | 0.09% +0.085 pp | 0.02% +0.020 pp | USD3.06 +0.0% | 1 qtrs NEW |
| 38 | ALLIANCEBERNSTEIN L.P. | 117.4K -3.7K (-3.1%) | 359.2K -42.8K (-10.6%) | 0.08% -0.003 pp | 0.00% +0.000 pp | USD13.65 -77.6% | 15 qtrs — |
| 39 | PRICE T ROWE ASSOCIATES INC /MD/ | 114.0K -14.1K (-11.0%) | 349.0K -77.0K (-18.1%) | 0.08% -0.010 pp | 0.00% +0.000 pp | USD8.72 -64.9% | 14 qtrs — |
| 40 | WELLS FARGO & COMPANY/MN | 103.5K +32.7K (+46.2%) | 316.7K +81.7K (+34.8%) | 0.07% +0.023 pp | 0.00% +0.000 pp | USD6.26 -51.1% | 15 qtrs — |
| 41 | COMPAGNIE LOMBARD ODIER SCMA | 92.5K +— (+0.0%) | 283.1K -24.1K (-7.8%) | 0.07% 0.000 pp | 0.00% 0.000 pp | USD14.71 -79.2% | 13 qtrs — |
| 42 | BANK OF AMERICA CORP /DE/ | 76.8K +45.7K (+147.2%) | 234.9K +131.8K (+127.9%) | 0.05% +0.033 pp | 0.00% +0.000 pp | USD5.29 -42.2% | 16 qtrs — |
| 43 | DEUTSCHE BANK AG\ | 74.6K +3.3K (+4.7%) | 228.1K -8.3K (-3.5%) | 0.05% +0.002 pp | 0.00% +0.000 pp | USD8.78 -65.1% | 15 qtrs — |
| 44 | VIDENT ADVISORY, LLC | 71.4K +6.7K (+10.3%) | 218.4K +3.5K (+1.6%) | 0.05% +0.005 pp | 0.00% 0.000 pp | USD3.30 -7.3% | 7 qtrs — |
| 45 | SEI INVESTMENTS CO | 62.9K +— (+0.0%) | 192.5K -16.4K (-7.8%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD4.80 -36.3% | 6 qtrs — |
| 46 | FMR LLC | 58.1K +15.6K (+36.7%) | 177.7K +36.6K (+26.0%) | 0.04% +0.011 pp | 0.00% +0.000 pp | USD3.76 -18.6% | 15 qtrs — |
| 47 | XTX TOPCO LTD | 56.5K -1.6K (-2.8%) | 172.9K -20.1K (-10.4%) | 0.04% -0.001 pp | 0.00% -0.006 pp | USD3.79 -19.3% | 5 qtrs — |
| 48 | METLIFE INVESTMENT MANAGEMENT, LLC | 53.8K +16.0K (+42.3%) | 164.7K +39.2K (+31.2%) | 0.04% +0.011 pp | 0.00% +0.000 pp | USD11.77 -74.0% | 15 qtrs — |
| 49 | GRAHAM CAPITAL MANAGEMENT, L.P. | 50.2K -54.3K (-51.9%) | 153.6K -193.2K (-55.7%) | 0.04% -0.039 pp | 0.00% -0.002 pp | USD3.31 -7.6% | 4 qtrs — |
| 50 | SG AMERICAS SECURITIES, LLC | 45.7K +27.8K (+155.6%) | 140.0K +81.0K (+137.3%) | 0.03% +0.020 pp | 0.00% +0.000 pp | USD3.16 -3.2% | 15 qtrs — |
| 51 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 42.8K -507.0 (-1.2%) | 131.1K -12.8K (-8.9%) | 0.03% -0.001 pp | 0.00% +0.000 pp | USD7.58 -59.6% | 7 qtrs — |
| 52 | IEQ CAPITAL, LLC | 40.5K +11.5K (+39.7%) | 123.8K +27.6K (+28.8%) | 0.03% +0.008 pp | 0.00% +0.000 pp | USD3.09 -1.0% | 3 qtrs — |
| 53 | GALLAGHER FIDUCIARY ADVISORS, LLC | 35.7K +3.5K (+10.9%) | 109.2K +2.4K (+2.2%) | 0.03% +0.002 pp | 0.00% 0.000 pp | USD5.96 -48.7% | 7 qtrs — |
| 54 | ATRIA INVESTMENTS, INC | 35.6K +3.9K (+12.2%) | 108.8K +3.6K (+3.5%) | 0.03% +0.003 pp | 0.00% +0.000 pp | USD6.59 -53.6% | 7 qtrs — |
| 55 | INTECH INVESTMENT MANAGEMENT LLC | 35.4K -6.2K (-15.0%) | 108.3K -29.9K (-21.6%) | 0.03% -0.005 pp | 0.00% 0.000 pp | USD4.10 -25.4% | 6 qtrs — |
| 56 | QUADRATURE CAPITAL LTD | 30.2K -19.6K (-39.3%) | 92.4K -73.1K (-44.2%) | 0.02% -0.014 pp | 0.00% -0.001 pp | USD3.60 -15.0% | 4 qtrs — |
| 57 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 30.2K -3.0K (-9.1%) | 92.3K -17.9K (-16.2%) | 0.02% -0.002 pp | 0.00% +0.000 pp | USD14.10 -78.3% | 15 qtrs — |
| 58 | RENAISSANCE TECHNOLOGIES LLC | 26.9K +4.2K (+18.5%) | 82.3K +7.0K (+9.2%) | 0.02% +0.003 pp | 0.00% +0.000 pp | USD3.28 -6.7% | 6 qtrs — |
| 59 | NEW YORK STATE COMMON RETIREMENT FUND | 26.6K +— (+0.0%) | 81.3K -6.9K (-7.8%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD15.36 -80.1% | 15 qtrs — |
| 60 | RUSSELL INVESTMENTS GROUP, LTD. | 26.4K -20.4K (-43.6%) | 80.7K -74.5K (-48.0%) | 0.02% -0.015 pp | 0.00% 0.000 pp | USD3.17 -3.5% | 11 qtrs — |
| 61 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 25.9K +— (+0.0%) | 79.3K -6.7K (-7.8%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD10.40 -70.6% | 13 qtrs — |
| 62 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 24.1K +— (+0.0%) | 73.6K -6.3K (-7.8%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD4.24 -27.8% | 5 qtrs — |
| 63 | CWM, LLC | 23.0K +2.5K (+12.3%) | 70.0K +2.0K (+2.9%) | 0.02% +0.002 pp | 0.00% +0.000 pp | USD3.31 -7.6% | 8 qtrs — |
| 64 | CREATIVE PLANNING | 21.6K +973.0 (+4.7%) | 66.2K -2.4K (-3.5%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD3.31 -7.6% | 4 qtrs — |
| 65 | BNP PARIBAS ARBITRAGE, SNC | 21.1K +3.2K (+18.0%) | 64.6K +5.2K (+8.7%) | 0.02% +0.002 pp | 0.00% +0.000 pp | USD3.48 -12.1% | 5 qtrs — |
| 66 | STATE OF WYOMING | 20.8K +20.8K (+100.0%) | 63.8K +63.8K (+100.0%) | 0.01% +0.015 pp | 0.01% +0.007 pp | USD3.06 +0.0% | 1 qtrs NEW |
| 67 | ABEL HALL, LLC | 20.3K +20.3K (+100.0%) | 62.1K +62.1K (+100.0%) | 0.01% +0.014 pp | 0.01% +0.015 pp | USD3.06 +0.0% | 1 qtrs NEW |
| 68 | ALGERT GLOBAL LLC | 19.0K -364.7K (-95.0%) | 58.0K -1.2M (-95.4%) | 0.01% -0.260 pp | 0.00% -0.020 pp | USD3.40 -10.0% | 7 qtrs — |
| 69 | VOYA INVESTMENT MANAGEMENT LLC | 18.3K +— (+0.0%) | 56.0K -4.8K (-7.8%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD15.21 -79.9% | 15 qtrs — |
| 70 | BANK OF MONTREAL /CAN/ | 18.0K +18.0K (+100.0%) | 55.2K +55.2K (+100.0%) | 0.01% +0.013 pp | 0.00% +0.000 pp | USD3.06 +0.0% | 1 qtrs NEW |
| 71 | CETERA INVESTMENT ADVISERS | 17.5K +— (+0.0%) | 53.6K -4.6K (-7.8%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD3.32 -7.8% | 2 qtrs — |
| 72 | BBR PARTNERS, LLC | 17.0K +— (+0.0%) | 52.0K -4.4K (-7.8%) | 0.01% +0.000 pp | 0.00% -0.001 pp | USD2.85 +7.4% | 3 qtrs — |
| 73 | PROSHARE ADVISORS LLC | 16.9K +1.1K (+6.9%) | 51.6K -788.0 (-1.5%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD9.74 -68.6% | 15 qtrs — |
| 74 | STRS OHIO | 16.3K +— (+0.0%) | 49.9K -4.2K (-7.8%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD16.75 -81.7% | 15 qtrs — |
| 75 | CIBC ASSET MANAGEMENT INC | 15.8K +15.8K (+100.0%) | 48.4K +48.4K (+100.0%) | 0.01% +0.011 pp | 0.00% +0.000 pp | USD3.06 +0.0% | 1 qtrs NEW |
| 76 | NISA INVESTMENT ADVISORS, LLC | 15.3K -5.8K (-27.7%) | 46.7K -23.4K (-33.3%) | 0.01% -0.004 pp | 0.00% 0.000 pp | USD14.19 -78.4% | 15 qtrs — |
| 77 | CANADA PENSION PLAN INVESTMENT BOARD | 14.1K +14.1K (+100.0%) | 43.1K +43.1K (+100.0%) | 0.01% +0.010 pp | 0.00% +0.000 pp | USD3.06 +0.0% | 1 qtrs NEW |
| 78 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.7K -22.8K (-62.4%) | 41.9K -79.2K (-65.4%) | 0.01% -0.016 pp | 0.00% +0.000 pp | USD4.17 -26.6% | 14 qtrs — |
| 79 | VICTORY CAPITAL MANAGEMENT INC | 13.1K +55.0 (+0.4%) | 40.0K -3.2K (-7.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD13.71 -77.7% | 14 qtrs — |
| 80 | MARINER, LLC | 12.3K +12.3K (+100.0%) | 37.7K +37.7K (+100.0%) | 0.01% +0.009 pp | 0.00% +0.000 pp | USD3.06 +0.0% | 1 qtrs NEW |
| 81 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.6K +698.0 (+6.4%) | 33.7K -707.0 (-2.1%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD3.30 -7.3% | 2 qtrs — |
| 82 | AMERITAS INVESTMENT PARTNERS, INC. | 9.0K +— (+0.0%) | 27.6K -2.3K (-7.8%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD15.42 -80.2% | 15 qtrs — |
| 83 | LEGAL & GENERAL GROUP PLC | 8.5K +— (+0.0%) | 26.2K -2.2K (-7.8%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD10.24 -70.1% | 15 qtrs — |
| 84 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 8.2K +925.0 (+12.7%) | 25.2K +933.0 (+3.8%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD4.03 -24.1% | 8 qtrs — |
| 85 | GROUP ONE TRADING, L.P. | 6.8K +480.0 (+7.6%) | 20.8K -177.0 (-0.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.99 +2.3% | 3 qtrs — |
| 86 | SIMPLEX TRADING, LLC | 6.4K -30.0 (-0.5%) | 19.7K -1.3K (-6.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.77 -18.8% | 7 qtrs — |
| 87 | PNC FINANCIAL SERVICES GROUP, INC. | 6.1K -56.0 (-0.9%) | 18.5K -1.8K (-8.7%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD3.08 -0.6% | 5 qtrs — |
| 88 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 5.7K -65.0 (-1.1%) | 17.4K -1.7K (-8.9%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD3.32 -7.8% | 15 qtrs — |
| 89 | STERLING CAPITAL MANAGEMENT LLC | 5.3K -1.0K (-16.5%) | 16.3K -4.9K (-23.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD3.61 -15.2% | 6 qtrs — |
| 90 | GAMMA INVESTING LLC | 4.3K +4.3K (+100.0%) | 13.0K +13.0K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.001 pp | USD3.06 +0.0% | 1 qtrs NEW |
| 91 | TOWER RESEARCH CAPITAL LLC (TRC) | 3.6K -2.1K (-36.7%) | 11.0K -7.8K (-41.7%) | 0.00% -0.002 pp | 0.00% 0.000 pp | USD4.43 -30.9% | 15 qtrs — |
| 92 | ROYAL BANK OF CANADA | 3.2K -196.5K (-98.4%) | 10.0K -653.0K (-98.5%) | 0.00% -0.140 pp | 0.00% 0.000 pp | USD3.01 +1.7% | 15 qtrs — |
| 93 | CLEARSTEAD ADVISORS, LLC | 3.2K -1.1K (-25.1%) | 9.8K -4.4K (-30.9%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD2.93 +4.4% | 3 qtrs — |
| 94 | AMALGAMATED BANK | 2.9K -248.0 (-7.9%) | 9.0K -1.0K (-10.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD16.67 -81.6% | 15 qtrs — |
| 95 | CITIGROUP INC | 2.1K -374.1K (-99.4%) | 6.4K -1.2M (-99.5%) | 0.00% -0.267 pp | 0.00% -0.001 pp | USD3.79 -19.3% | 15 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 57 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | VanEck Mortgage REIT Income ETF MORT | 0.64% | 2.42M | 0.43% |
| 2 | iShares Mortgage Real Estate ETF REM | 0.44% | 2.48M | 0.48% |
| 3 | iShares Micro-Cap ETF IWC | 0.05% | 715.4K | 0.60% |
| 4 | Schwab Fundamental U.S. Small Company Index ETF FNDA | 0.02% | 2.17M | 0.25% |
| 5 | Sequoia Global Value ETF SFGV | 0.02% | 193.5K | 0.38% |
| 6 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 169.0K | 0.06% |
| 7 | iShares Russell 2000 Value ETF IWN | 0.01% | 1.81M | 0.24% |
| 8 | State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L | 0.01% | 534.6K | 0.30% |
| 9 | Invesco Russell 2000 UCITS ETF RTYS.L | 0.01% | 21.9K | 0.25% |
| 10 | Global X - Russell 2000 ETF RSSL | 0.01% | 100.4K | 0.08% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
2
Sells
0
Shares acquired
22.9K
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+22,898
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-01 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 13,739 | 0.00 | — | 84,634 | D | ↗ |
| 2026-04-01 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 9,159 | 0.00 | — | 58,164 | D | ↗ |
| 2026-03-20 | Siegel Jeffrey D | Officer | A-Award | A | Common Stock | 111,800 | 0.00 | — | 344,475 | D | ↗ |
| 2026-03-20 | McGillis Mike | Director / Officer | A-Award | A | Common Stock | 167,163 | 0.00 | — | 770,170 | D | ↗ |
| 2026-03-20 | Mack Richard | Director / Officer | A-Award | A | Common Stock | 334,996 | 0.00 | — | 3,052,326 | D | ↗ |
| 2026-03-20 | Garg Priyanka | Officer | A-Award | A | Common Stock | 217,279 | 0.00 | — | 639,266 | D | ↗ |
| 2026-03-02 | Olsen Denise | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-02 | McGillis Mike | Director / Officer | P-Purchase | A | Common Stock | 20,000 | 2.34 | 46.8K | 603,007 | D | ↗ |
| 2026-02-27 | Mack Richard | Director / Officer | P-Purchase | A | Common Stock | 50,000 | 2.41 | 120.4K | 2,717,330 | D | ↗ |
| 2026-02-24 | WALTER W EDWARD | Director | P-Purchase | A | COMMON STOCK | 25,000 | 2.28 | 56.9K | 32,000 | I | ↗ |
| 2026-01-02 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 10,315 | 0.00 | — | 70,895 | D | ↗ |
| 2026-01-02 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 6,877 | 0.00 | — | 49,005 | D | ↗ |
| 2025-10-01 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 9,347 | 0.00 | — | 60,580 | D | ↗ |
| 2025-10-01 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 6,231 | 0.00 | — | 42,128 | D | ↗ |
| 2025-08-25 | Siegel Jeffrey D | Officer | F-InKind | D | Common Stock | 11,991 | 3.46 | 41.5K | 232,675 | D | ↗ |
| 2025-08-25 | McGillis Mike | Director / Officer | F-InKind | D | Common Stock | 25,150 | 3.46 | 87.0K | 583,007 | D | ↗ |
| 2025-08-25 | Mack Richard | Director / Officer | F-InKind | D | Common Stock | 139,364 | 3.46 | 482.2K | 2,667,330 | D | ↗ |
| 2025-08-25 | Garg Priyanka | Officer | F-InKind | D | Common Stock | 24,302 | 3.46 | 84.1K | 421,987 | D | ↗ |
| 2025-07-01 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 10,805 | 0.00 | — | 51,233 | D | ↗ |
| 2025-07-01 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 7,203 | 0.00 | — | 35,897 | D | ↗ |
| 2025-06-04 | WALTER W EDWARD | Director | A-Award | A | DEFERRED STOCK UNITS | 46,125 | 0.00 | — | 46,125 | D | ↗ |
| 2025-06-04 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 46,125 | 0.00 | — | 46,125 | D | ↗ |
| 2025-06-04 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 46,125 | 0.00 | — | 46,125 | D | ↗ |
| 2025-06-04 | Liebman Pamela | Director | A-Award | A | COMMON STOCK | 46,125 | 0.00 | — | 80,630 | D | ↗ |
| 2025-06-04 | Haggerty Mary | Director | A-Award | A | COMMON STOCK | 46,125 | 0.00 | — | 76,830 | D | ↗ |
| 2025-06-04 | CEPHAS DERRICK D | Director | A-Award | A | DEFERRED STOCK UNITS | 46,125 | 0.00 | — | 46,125 | D | ↗ |
| 2025-05-21 | Siegel Jeffrey D | Officer | F-InKind | D | Common Stock | 13,568 | 2.29 | 31.1K | 244,666 | D | ↗ |
| 2025-05-21 | McGillis Mike | Director / Officer | F-InKind | D | Common Stock | 23,288 | 2.29 | 53.3K | 608,157 | D | ↗ |
| 2025-05-21 | Mack Richard | Director / Officer | F-InKind | D | Common Stock | 104,912 | 2.29 | 240.2K | 2,806,694 | D | ↗ |
| 2025-05-21 | Garg Priyanka | Officer | F-InKind | D | Common Stock | 40,506 | 2.29 | 92.8K | 446,289 | D | ↗ |
| 2025-04-27 | Siegel Jeffrey D | Officer | A-Award | A | Common Stock | 104,000 | 0.00 | — | 258,234 | D | ↗ |
| 2025-04-27 | McGillis Mike | Director / Officer | A-Award | A | Common Stock | 155,500 | 0.00 | — | 631,445 | D | ↗ |
| 2025-04-27 | Mack Richard | Director / Officer | A-Award | A | Common Stock | 311,625 | 0.00 | — | 2,911,606 | D | ↗ |
| 2025-04-27 | Garg Priyanka | Officer | A-Award | A | Common Stock | 195,000 | 0.00 | — | 486,795 | D | ↗ |
| 2025-04-01 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 8,709 | 0.00 | — | 40,428 | D | ↗ |
| 2025-04-01 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 5,806 | 0.00 | — | 28,694 | D | ↗ |
| 2025-03-13 | Mack Richard | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 3.66 | 36.6K | 2,599,981 | D | ↗ |
| 2025-03-12 | Richman Steven Leonard | Director | P-Purchase | A | Common Stock | 5,000 | 3.40 | 17.0K | 18,500 | D | ↗ |
| 2025-03-12 | McGillis Mike | Director / Officer | P-Purchase | A | Common Stock | 24,115 | 3.30 | 79.5K | 475,945 | D | ↗ |
| 2025-03-12 | Mack Richard | Director / Officer | P-Purchase | A | Common Stock | 25,000 | 3.38 | 84.5K | 2,589,981 | D | ↗ |
| 2025-03-10 | Mack Richard | Director / Officer | P-Purchase | A | Common Stock | 115,000 | 3.19 | 367.2K | 2,564,981 | D | ↗ |
| 2025-01-02 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 6,480 | 0.00 | — | 31,719 | D | ↗ |
| 2025-01-02 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 4,608 | 0.00 | — | 22,888 | D | ↗ |
| 2024-10-01 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 3,906 | 0.00 | — | 25,239 | D | ↗ |
| 2024-10-01 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 2,777 | 0.00 | — | 18,280 | D | ↗ |
| 2024-08-12 | Siegel Jeffrey D | Officer | F-InKind | D | COMMON STOCK | 13,008 | 8.41 | 109.4K | 154,234 | — | ↗ |
| 2024-08-12 | McGillis Mike | Director / Officer | F-InKind | D | COMMON STOCK | 23,589 | 8.41 | 198.4K | 451,830 | — | ↗ |
| 2024-08-12 | Mack Richard | Director / Officer | D-Return | D | COMMON STOCK | 141,872 | 8.41 | 1.19M | 2,449,981 | — | ↗ |
| 2024-08-12 | Garg Priyanka | Officer | F-InKind | D | COMMON STOCK | 24,886 | 8.41 | 209.3K | 291,795 | — | ↗ |
| 2024-08-01 | Koch, Inc. | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 15,126,917 | — | ↗ |
| 2024-08-01 | KOCH INDUSTRIES INC | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-07-01 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 3,564 | 0.00 | — | 21,333 | — | ↗ |
| 2024-07-01 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 2,534 | 0.00 | — | 15,503 | — | ↗ |
| 2024-06-04 | WALTER W EDWARD | Director | A-Award | A | DEFERRED STOCK UNITS | 14,869 | 0.00 | — | 14,869 | — | ↗ |
| 2024-06-04 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 14,869 | 0.00 | — | 14,869 | — | ↗ |
| 2024-06-04 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 14,869 | 0.00 | — | 14,869 | — | ↗ |
| 2024-06-04 | Liebman Pamela | Director | A-Award | A | COMMON STOCK | 14,869 | 0.00 | — | 34,505 | — | ↗ |
| 2024-06-04 | Haggerty Mary | Director | A-Award | A | COMMON STOCK | 14,869 | 0.00 | — | 30,705 | — | ↗ |
| 2024-06-04 | CEPHAS DERRICK D | Director | A-Award | A | DEFERRED STOCK UNITS | 14,869 | 0.00 | — | 14,869 | — | ↗ |
| 2024-05-29 | Mack Richard | Director / Officer | P-Purchase | A | COMMON STOCK | 40,000 | 6.90 | 276.0K | 2,591,853 | — | ↗ |
| 2024-05-28 | WALTER W EDWARD | Director | P-Purchase | A | COMMON STOCK | 7,000 | 7.21 | 50.5K | 13,760 | — | ↗ |
| 2024-05-28 | Siegel Jeffrey D | Officer | P-Purchase | A | COMMON STOCK | 5,000 | 7.23 | 36.2K | 167,242 | — | ↗ |
| 2024-05-28 | Mack Richard | Director / Officer | P-Purchase | A | COMMON STOCK | 116,000 | 7.18 | 832.9K | 2,551,853 | — | ↗ |
| 2024-05-24 | McGillis Mike | Director / Officer | P-Purchase | A | COMMON STOCK | 15,000 | 7.34 | 110.2K | 475,419 | — | ↗ |
| 2024-05-24 | Mack Richard | Director / Officer | P-Purchase | A | COMMON STOCK | 44,000 | 7.25 | 319.0K | 2,435,853 | — | ↗ |
| 2024-05-23 | TESE VINCENT | Director | P-Purchase | A | COMMON STOCK | 5,000 | 7.26 | 36.3K | 6,000 | — | ↗ |
| 2024-05-21 | TESE VINCENT | Director | P-Purchase | A | COMMON STOCK | 1,000 | 8.24 | 8.2K | 1,000 | — | ↗ |
| 2024-05-10 | Siegel Jeffrey D | Officer | F-InKind | D | COMMON STOCK | 5,530 | 8.34 | 46.1K | 162,242 | — | ↗ |
| 2024-05-10 | McGillis Mike | Director / Officer | F-InKind | D | COMMON STOCK | 10,490 | 8.34 | 87.5K | 460,419 | — | ↗ |
| 2024-05-10 | Mack Richard | Director / Officer | D-Return | D | COMMON STOCK | 54,714 | 8.34 | 456.3K | 2,391,853 | — | ↗ |
| 2024-05-10 | Garg Priyanka | Officer | F-InKind | D | COMMON STOCK | 18,434 | 8.34 | 153.7K | 316,681 | — | ↗ |
| 2024-04-01 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 2,938 | 0.00 | — | 17,769 | — | ↗ |
| 2024-04-01 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 2,089 | 0.00 | — | 12,969 | — | ↗ |
| 2024-03-25 | Siegel Jeffrey D | Officer | A-Award | A | COMMON STOCK | 50,000 | 0.00 | — | 167,772 | — | ↗ |
| 2024-03-25 | McGillis Mike | Director / Officer | A-Award | A | COMMON STOCK | 86,750 | 0.00 | — | 470,909 | — | ↗ |
| 2024-03-25 | Mack Richard | Director / Officer | A-Award | A | COMMON STOCK | 265,240 | 0.00 | — | 2,446,567 | — | ↗ |
| 2024-03-25 | Garg Priyanka | Officer | A-Award | A | COMMON STOCK | 125,000 | 0.00 | — | 335,115 | — | ↗ |
| 2024-03-25 | Cullinan Kevin | Officer | A-Award | A | COMMON STOCK | 100,000 | 0.00 | — | 352,223 | — | ↗ |
| 2024-01-02 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 1,998 | 0.00 | — | 14,831 | — | ↗ |
| 2024-01-02 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 1,453 | 0.00 | — | 10,880 | — | ↗ |
| 2023-10-02 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 2,497 | 0.00 | — | 12,833 | — | ↗ |
| 2023-10-02 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 1,816 | 0.00 | — | 9,427 | — | ↗ |
| 2023-08-04 | Siegel Jeffrey D | Officer | F-InKind | D | COMMON STOCK | 13,008 | 10.81 | 140.6K | 117,772 | — | ↗ |
| 2023-08-04 | McGillis Mike | Director / Officer | F-InKind | D | COMMON STOCK | 33,151 | 10.81 | 358.4K | 384,159 | — | ↗ |
| 2023-08-04 | Mack Richard | Director / Officer | M-Exempt | A | COMMON STOCK | 254,821 | 0.00 | — | 2,322,244 | — | ↗ |
| 2023-08-04 | Garg Priyanka | Officer | F-InKind | D | COMMON STOCK | 24,885 | 10.81 | 269.0K | 210,115 | — | ↗ |
| 2023-08-04 | Cullinan Kevin | Officer | F-InKind | D | COMMON STOCK | 20,277 | 10.81 | 219.2K | 252,223 | — | ↗ |
| 2023-08-04 | Agarwal Jai | Officer | F-InKind | D | COMMON STOCK | 6,807 | 10.81 | 73.6K | 33,193 | — | ↗ |
| 2023-07-27 | Mack Richard | Director / Officer | A-Award | A | COMMON STOCK | 509,642 | 0.00 | — | 1,926,652 | — | ↗ |
| 2023-07-03 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 2,437 | 0.00 | — | 10,336 | — | ↗ |
| 2023-07-03 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 1,773 | 0.00 | — | 7,611 | — | ↗ |
| 2023-06-01 | WALTER W EDWARD | Director | A-Award | A | DEFERRED STOCK UNITS | 9,756 | 0.00 | — | 9,756 | — | ↗ |
| 2023-06-01 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 9,756 | 0.00 | — | 9,756 | — | ↗ |
| 2023-06-01 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 9,756 | 0.00 | — | 9,756 | — | ↗ |
| 2023-06-01 | Liebman Pamela | Director | A-Award | A | COMMON STOCK | 9,756 | 0.00 | — | 19,636 | — | ↗ |
| 2023-06-01 | Haggerty Mary | Director | A-Award | A | COMMON STOCK | 9,756 | 0.00 | — | 15,836 | — | ↗ |
| 2023-06-01 | CEPHAS DERRICK D | Director | A-Award | A | DEFERRED STOCK UNITS | 9,756 | 0.00 | — | 9,756 | — | ↗ |
| 2023-04-03 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 2,320 | 0.00 | — | 7,899 | — | ↗ |
| 2023-04-03 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 1,687 | 0.00 | — | 5,838 | — | ↗ |
| 2023-03-30 | Siegel Jeffrey D | Officer | A-Award | A | COMMON STOCK | 30,000 | 0.00 | — | 130,780 | — | ↗ |
| 2023-03-30 | McGillis Mike | Director / Officer | A-Award | A | COMMON STOCK | 79,970 | 0.00 | — | 404,810 | — | ↗ |
| 2023-03-30 | Mack Richard | Director / Officer | A-Award | A | COMMON STOCK | 296,817 | 0.00 | — | 2,181,473 | — | ↗ |
| 2023-03-30 | Garg Priyanka | Officer | A-Award | A | COMMON STOCK | 100,000 | 0.00 | — | 235,000 | — | ↗ |
| 2023-03-30 | Cullinan Kevin | Officer | A-Award | A | COMMON STOCK | 100,000 | 0.00 | — | 272,500 | — | ↗ |
| 2023-01-03 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 1,539 | 0.00 | — | 5,579 | — | ↗ |
| 2023-01-03 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 1,341 | 0.00 | — | 4,151 | — | ↗ |
| 2022-10-03 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 2,333 | 0.00 | — | 4,040 | — | ↗ |
| 2022-10-03 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 1,623 | 0.00 | — | 2,810 | — | ↗ |
| 2022-09-21 | Richman Steven Leonard | Director | P-Purchase | A | Common Stock | 1,000 | 14.73 | 14.7K | 13,500 | — | ↗ |
| 2022-08-17 | WALTER W EDWARD | Director | P-Purchase | A | COMMON STOCK | 20,215 | 18.54 | 374.8K | 32,715 | — | ↗ |
| 2022-07-15 | Siegel Jeffrey D | Officer | P-Purchase | A | COMMON STOCK | 215 | 17.23 | 3.7K | 100,780 | — | ↗ |
| 2022-07-05 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 1,707 | 0.00 | — | 1,707 | — | ↗ |
| 2022-07-05 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 1,187 | 0.00 | — | 1,187 | — | ↗ |
| 2022-06-14 | Siegel Jeffrey D | Officer | A-Award | A | COMMON STOCK | 70,565 | 0.00 | — | 100,565 | — | ↗ |
| 2022-06-14 | Richman Steven Leonard | Director | A-Award | A | DEFERRED STOCK UNITS | 4,880 | 0.00 | — | 4,880 | — | ↗ |
| 2022-06-14 | McGillis Mike | Officer | A-Award | A | COMMON STOCK | 179,840 | 0.00 | — | 324,840 | — | ↗ |
| 2022-06-14 | Mack Richard | Officer | A-Award | A | COMMON STOCK | 764,463 | 0.00 | — | 1,884,656 | — | ↗ |
| 2022-06-14 | Garg Priyanka | Officer | A-Award | A | COMMON STOCK | 135,000 | 0.00 | — | 135,000 | — | ↗ |
| 2022-06-14 | Cullinan Kevin | Officer | A-Award | A | COMMON STOCK | 110,000 | 0.00 | — | 172,500 | — | ↗ |
| 2022-06-14 | Agarwal Jai | Officer | A-Award | A | COMMON STOCK | 40,000 | 0.00 | — | 40,000 | — | ↗ |
| 2022-06-01 | WALTER W EDWARD | Director | A-Award | A | DEFERRED STOCK UNITS | 4,880 | 0.00 | — | 4,880 | — | ↗ |
| 2022-06-01 | TESE VINCENT | Director | A-Award | A | DEFERRED STOCK UNITS | 4,880 | 0.00 | — | 4,880 | — | ↗ |
| 2022-06-01 | Liebman Pamela | Director | A-Award | A | COMMON STOCK | 4,880 | 0.00 | — | 9,880 | — | ↗ |
| 2022-06-01 | Haggerty Mary | Director | A-Award | A | COMMON STOCK | 4,880 | 0.00 | — | 6,080 | — | ↗ |
| 2022-06-01 | CEPHAS DERRICK D | Director | A-Award | A | DEFERRED STOCK UNITS | 4,880 | 0.00 | — | 4,880 | — | ↗ |
| 2022-03-16 | Agarwal Jai | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-17 | Mack Richard | Director / Officer | P-Purchase | A | COMMON STOCK | 63,000 | 16.95 | 1.07M | 1,120,193 | — | ↗ |
| 2021-12-16 | Mack Richard | Director / Officer | P-Purchase | A | COMMON STOCK | 51,904 | 16.12 | 836.9K | 1,057,193 | — | ↗ |
| 2021-11-05 | WALTER W EDWARD | Director | P-Purchase | A | COMMON STOCK | 12,500 | 18.65 | 233.1K | 12,500 | — | ↗ |
| 2021-11-05 | Richman Steven Leonard | Director | P-Purchase | A | COMMON STOCK | 12,500 | 18.65 | 233.1K | 12,500 | — | ↗ |
| 2021-11-05 | McGillis Mike | Director / Officer | P-Purchase | A | COMMON STOCK | 20,000 | 18.65 | 373.0K | 145,000 | — | ↗ |
| 2021-11-05 | Mack Richard | Director / Officer | P-Purchase | A | COMMON STOCK | 268,097 | 18.65 | 5.00M | 1,005,289 | — | ↗ |
| 2021-11-05 | Liebman Pamela | Director | P-Purchase | A | COMMON STOCK | 5,000 | 18.65 | 93.3K | 5,000 | — | ↗ |
| 2021-11-05 | Haggerty Mary | Director | P-Purchase | A | COMMON STOCK | 1,200 | 18.65 | 22.4K | 1,200 | — | ↗ |
| 2021-11-03 | Siegel Jeffrey D | Officer | P-Purchase | A | COMMON STOCK | 10,000 | 16.50 | 165.0K | 30,000 | — | ↗ |
| 2021-11-02 | WALTER W EDWARD | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-11-02 | TESE VINCENT | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-11-02 | Silberstein Andrew Mark | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-11-02 | Siegel Jeffrey D | Officer | — | D | Common Stock | 0 | 0.00 | — | 20,000 | — | ↗ |
| 2021-11-02 | Richman Steven Leonard | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-11-02 | McGillis Mike | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 125,000 | — | ↗ |
| 2021-11-02 | Mack Richard | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 737,192 | — | ↗ |
| 2021-11-02 | Haggerty Mary | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-11-02 | Garg Priyanka | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-11-02 | Cullinan Kevin | Officer | — | D | Common Stock | 0 | 0.00 | — | 62,500 | — | ↗ |
| 2021-11-02 | CEPHAS DERRICK D | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-11-02 | Beaverhead Capital, LLC | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 15,126,917 | — | ↗ |
| 2011-11-02 | Liebman Pamela | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
Shares Outstanding
140.22M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | J.D. Siegel, Executive Vice President, General Counsel and Secretary | 188.5K | 503.7K | 252.7K | — | — | — | 945.0K | 26.74% | ↗ |
| 2 | 2025 | Richard J. Mack, Chief Executive Officer | — | — | 757.2K | — | — | — | 757.2K | 100.00% | ↗ |
| 3 | 2025 | Priyanka Garg, Executive Vice President, Portfolio and Asset Management | — | — | 473.9K | — | — | — | 473.9K | 100.00% | ↗ |
| 4 | 2025 | Michael McGillis, President and Chief Financial Officer | — | — | 377.9K | — | — | — | 377.9K | 100.00% | ↗ |
| 5 | 2024 | Richard J. Mack, Chief Executive Officer | — | — | 2.56M | — | — | — | 2.56M | 100.00% | ↗ |
| 6 | 2024 | Richard J. Mack, Chief Executive Officer | — | — | 2.56M | — | — | — | 2.56M | 100.00% | ↗ |
| 7 | 2024 | Priyanka Garg, Executive Vice President, Portfolio and Asset Management | — | — | 1.21M | — | — | — | 1.21M | 100.00% | ↗ |
| 8 | 2024 | Priyanka Garg, Executive Vice President, Portfolio and Asset Management | — | — | 1.21M | — | — | — | 1.21M | 100.00% | ↗ |
| 9 | 2024 | Kevin Cullinan, Former Executive Vice President, Originations | — | — | 964.0K | — | — | — | 964.0K | 100.00% | ↗ |
| 10 | 2024 | J.D. Siegel, Executive Vice President, General Counsel and Secretary | 125.5K | 302.7K | 482.0K | — | — | — | 910.2K | 52.95% | ↗ |
| 11 | 2024 | J.D. Siegel, Executive Vice President, General Counsel and Secretary | 125.5K | 302.7K | 482.0K | — | — | — | 910.2K | 52.95% | ↗ |
| 12 | 2024 | Michael McGillis, President and Chief Financial Officer | — | — | 836.3K | — | — | — | 836.3K | 100.00% | ↗ |
| 13 | 2024 | Michael McGillis, President and Chief Financial Officer | — | — | 836.3K | — | — | — | 836.3K | 100.00% | ↗ |
| 14 | 2023 | Richard J. Mack, Chief Executive Officer | — | — | 3.35M | — | — | — | 3.35M | 100.00% | ↗ |
| 15 | 2023 | Priyanka Garg, Executive Vice President, Portfolio and Asset Management | — | — | 1.13M | — | — | — | 1.13M | 100.00% | ↗ |
| 16 | 2023 | Kevin Cullinan, Executive Vice President, Originations | — | — | 1.13M | — | — | — | 1.13M | 100.00% | ↗ |
| 17 | 2023 | Kevin Cullinan, Former Executive Vice President, Originations | — | — | 1.13M | — | — | — | 1.13M | 100.00% | ↗ |
| 18 | 2023 | Priyanka Garg, Executive Vice President, Portfolio and Asset Management | — | — | 1.13M | — | — | — | 1.13M | 100.00% | ↗ |
| 19 | 2023 | Michael McGillis, President and Chief Financial Officer | — | — | 903.7K | — | — | — | 903.7K | 100.00% | ↗ |
| 20 | 2023 | Michael McGillis, President and Chief Financial Officer | — | — | 903.7K | — | — | — | 903.7K | 100.00% | ↗ |
| 21 | 2023 | J.D. Siegel, Executive Vice President, General Counsel and Secretary | 133.1K | 310.6K | 339.0K | — | — | — | 782.8K | 43.31% | ↗ |
| 22 | 2023 | J.D. Siegel, Executive Vice President, General Counsel and Secretary | 133.1K | 310.6K | 339.0K | — | — | — | 782.8K | 43.31% | ↗ |
| 23 | 2023 | Jai Agarwal, Former Chief Financial Officer | 397.2K | — | — | — | — | — | 397.2K | 0.00% | ↗ |
| 24 | 2022 | Richard J. Mack, Chief Executive Officer | — | — | 14.31M | — | — | — | 14.31M | 100.00% | ↗ |
| 25 | 2022 | Michael McGillis, President and former Chief Financial Officer | — | — | 3.37M | — | — | — | 3.37M | 100.00% | ↗ |
| 26 | 2022 | Michael McGillis, President and Chief Financial Officer | — | — | 3.37M | — | — | — | 3.37M | 100.00% | ↗ |
| 27 | 2022 | Priyanka Garg, Executive Vice President, Portfolio and Asset Management | — | — | 2.53M | — | — | — | 2.53M | 100.00% | ↗ |
| 28 | 2022 | Kevin Cullinan, Executive Vice President, Originations | — | — | 2.06M | — | — | — | 2.06M | 100.00% | ↗ |
| 29 | 2022 | Kevin Cullinan, Former Executive Vice President, Originations | — | — | 2.06M | — | — | — | 2.06M | 100.00% | ↗ |
| 30 | 2022 | J.D. Siegel, Executive Vice President, General Counsel and Secretary | 82.0K | 192.2K | 1.32M | — | — | — | 1.60M | 82.81% | ↗ |
| 31 | 2022 | Jai Agarwal, Chief Financial Officer | 250.6K | 162.6K | 748.8K | — | — | — | 1.16M | 64.44% | ↗ |
| 32 | 2022 | Jai Agarwal, Former Chief Financial Officer | 250.6K | — | 748.8K | — | — | — | 999.4K | 74.93% | ↗ |
| 33 | 2021 | Richard J. Mack, Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 34 | 2021 | Michael McGillis, President and former Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 35 | 2020 | Michael McGillis, President and former Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 36 | 2020 | Richard J. Mack, Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jeffrey David Siegel | Executive Vice President, General Counsel & Secretary | 692.2K | male |
| Anh Huynh | Vice President of Investor Relations | — | female |
| Daniel Rosenblum | Vice President & Treasurer | — | male |
| John Michael McGillis | President, Chief Financial Officer, Principal Financial & Accounting Officer and Director | — | male |
| Priyanka Garg | Executive Vice President of Portfolio & Asset Management | — | female |
| Richard Jay Mack | Chairman & Chief Executive Officer | — | male |
ESG Rating
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 |
|---|---|---|---|---|---|---|---|
| 2022-12-12 | 2023-01-20 | Christopher L. Jacobs | NY27 | — | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for CMTG
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
