Consumer Portfolio Services, Inc. (CPSS)
Las Vegas, NV, US
Consumer Portfolio Services, Inc. operates as a specialty finance company in the United States. It is involved in the purchase and service of retail automobile contracts originated by franchised automobile dealers and select independent dealers in the sale of new and used automobiles, light trucks, and passenger vans. The company, through its automobile contract purchases, offers indirect financing to the customers of dealers with limited credit histories or past credit problems. It also serves as an alternative source of financing for dealers, facilitating sales to customers who are not able to obtain financing from commercial banks, credit unions, and the captive finance companies. In addition, the company acquires installment purchase contracts in merger and acquisition transactions; and purchases immaterial amounts of vehicle purchase money loans from non-affiliated lenders. The company services its automobile contracts through its branches in California, Nevada, Virginia, Florida, and Illinois. Consumer Portfolio Services, Inc. was incorporated in 1991 and is based in Las Vegas, Nevada.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.20% | +3.14% | +8.59% | +21.73% | +19.23% | +5.68% | +8.95% | -16.93% | +100.41% | +152.17% | +87.81% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-02 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Financial - Credit Services: +13.2%+8.8% Q1'26: +5.1% (vs Q1'25)
-
EPS growth Financial - Credit Services: +24.0%+1.3% Q1'26: +26.3% (vs Q1'25)
-
FCF margin FCF growth · Financial - Credit Services: +70.9%+4.5% Q1'26: +73.9% (vs Q1'25)
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EBIT margin Financial - Credit Services: +28.7%+60.8% ★ Q1'26: +60.6% (vs Q1'25)
-
ROIC Financial - Credit Services: +5.0%+4.7% Q1'26: +4.7% (vs Q1'25)
-
Share dilution Financial - Credit Services: +0.0%-1.0% ★ Q1'26: -3.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×13.49× Q1'26: 13.51× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 1996 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
—
est: 10.48M (-100.0%)
|
278.86M
est: 158.03M (+76.5%)
|
394.55M
est: 344.26M (+14.6%)
|
244.83M
est: 258.30M (-5.2%)
|
300.26M
est: 284.05M (+5.7%)
|
363.65M
est: 354.02M (+2.7%)
|
422.28M
est: 423.43M (-0.3%)
|
434.38M
est: 437.31M (-0.7%)
|
389.78M
est: 392.99M (-0.8%)
|
345.80M
est: 344.51M (+0.4%)
|
271.16M
est: 276.44M (-1.9%)
|
267.81M
est: 258.84M (+3.5%)
|
329.71M
est: 276.80M (+19.1%)
|
352.01M
est: 308.88M (+14.0%)
|
393.51M
est: 390.57M (+0.8%)
|
427.97M
est: 448.78M (-4.6%)
|
530.65M
530.65M – 530.65M
+18.2% YoY
|
| EBITDA |
—
est: 8.10M (-100.0%)
|
14.00M
est: 86.57M (-83.8%)
|
24.50M
est: 171.70M (-85.7%)
|
37.61M
est: 94.52M (-60.2%)
|
52.67M
est: 96.89M (-45.6%)
|
62.02M
est: 111.58M (-44.4%)
|
50.44M
est: 122.06M (-58.7%)
|
33.01M
est: 127.44M (-74.1%)
|
19.70M
est: 125.81M (-84.3%)
|
10.24M
est: 64.61M (-84.2%)
|
21.90M
est: 51.84M (-57.8%)
|
67.42M
est: 126.44M (-46.7%)
|
117.81M
est: 144.22M (-18.3%)
|
61.94M
est: 165.14M (-62.5%)
|
28.29M
est: 114.40M (-75.3%)
|
260.03M
est: 131.45M (+97.8%)
|
155.43M
155.43M – 155.43M
+18.2% YoY
|
| EBIT |
—
est: 5.24M (-100.0%)
|
13.20M
est: 10.97M (+20.3%)
|
23.96M
est: 17.73M (+35.1%)
|
37.17M
est: 36.94M (+0.6%)
|
52.24M
est: 36.60M (+42.7%)
|
61.38M
est: 57.19M (+7.3%)
|
49.66M
est: 46.52M (+6.7%)
|
32.07M
est: 32.62M (-1.7%)
|
18.70M
est: 71.95M (-74.0%)
|
9.16M
est: 63.07M (-85.5%)
|
20.12M
est: 50.61M (-60.2%)
|
65.75M
est: 47.39M (+38.7%)
|
116.19M
est: 50.68M (+129.3%)
|
61.10M
est: 56.55M (+8.0%)
|
27.43M
est: 113.01M (-75.7%)
|
260.03M
est: 129.85M (+100.3%)
|
153.54M
153.54M – 153.54M
+18.2% YoY
|
| Net Income |
14.10M
est: 13.21M (+6.8%)
|
39.56M
est: 10.97M (+260.5%)
|
13.86M
est: 13.39M (+3.5%)
|
21.01M
est: 20.88M (+0.6%)
|
29.52M
est: 27.77M (+6.3%)
|
34.68M
est: 32.31M (+7.3%)
|
29.30M
est: 27.45M (+6.7%)
|
3.77M
est: 6.67M (-43.6%)
|
14.86M
est: 15.38M (-3.4%)
|
5.41M
est: 7.46M (-27.5%)
|
21.68M
est: 15.41M (+40.7%)
|
47.52M
est: 31.87M (+49.1%)
|
85.98M
est: 36.56M (+135.2%)
|
45.34M
est: 42.11M (+7.7%)
|
19.20M
est: 20.47M (-6.2%)
|
19.33M
est: 28.17M (-31.4%)
|
59.00M
59.00M – 59.00M
+109.4% YoY
|
| SGA |
—
est: 2.10M (-100.0%)
|
75.71M
est: 43.39M (+74.5%)
|
89.82M
est: 62.62M (+43.4%)
|
72.67M
est: 71.91M (+1.0%)
|
85.50M
est: 80.51M (+6.2%)
|
97.19M
est: 90.51M (+7.4%)
|
108.21M
est: 101.32M (+6.8%)
|
115.16M
est: 117.26M (-1.8%)
|
127.93M
est: 133.43M (-4.1%)
|
131.77M
est: 157.97M (-16.6%)
|
126.39M
est: 126.76M (-0.3%)
|
132.03M
est: 121.32M (+8.8%)
|
144.94M
est: 138.32M (+4.8%)
|
159.37M
est: 158.30M (+0.7%)
|
173.65M
est: 152.33M (+14.0%)
|
52.87M
est: 175.04M (-69.8%)
|
206.97M
206.97M – 206.97M
+18.2% YoY
|
| EPS |
1.05
est: 0.83 (+26.5%)
|
1.82
est: 0.28 (+561.8%)
|
0.66
est: 0.58 (+13.8%)
|
0.98
est: 0.61 (+60.7%)
|
1.18
est: 0.82 (+43.9%)
|
1.34
est: 1.08 (+24.1%)
|
1.20
est: 0.98 (+22.1%)
|
0.17
est: 0.67 (-74.4%)
|
0.68
est: 0.51 (+33.3%)
|
0.24
est: 0.31 (-21.7%)
|
0.96
est: 0.63 (+51.6%)
|
2.11
est: 1.32 (+59.8%)
|
4.10
est: 0.83 (+394.0%)
|
2.17
est: 1.00 (+117.0%)
|
0.90
est: 0.85 (+5.9%)
|
0.88
est: 1.17 (-24.8%)
|
2.45
2.45 – 2.45
+109.4% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 3/5 | 3/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-27 | B | 3/5 | 3/5 | 3/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-26 | B | 3/5 | 3/5 | 3/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-22 | B | 3/5 | 3/5 | 3/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-21 | B | 3/5 | 3/5 | 3/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-20 | B | 3/5 | 3/5 | 3/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-19 | B | 3/5 | 3/5 | 3/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-18 | B | 3/5 | 3/5 | 3/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-15 | B | 3/5 | 3/5 | 2/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-14 | B | 3/5 | 3/5 | 2/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-13 | B- | 3/5 | 2/5 | 2/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-12 | B- | 3/5 | 2/5 | 2/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-11 | B- | 3/5 | 2/5 | 2/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-08 | C+ | 2/5 | 2/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-07 | C+ | 2/5 | 2/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-06 | C+ | 2/5 | 2/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-05 | C+ | 2/5 | 2/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-04 | B- | 3/5 | 2/5 | 2/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-01 | B- | 3/5 | 2/5 | 2/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-30 | B- | 3/5 | 2/5 | 2/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-29 | B | 3/5 | 3/5 | 2/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-28 | B | 3/5 | 3/5 | 2/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-27 | B | 3/5 | 3/5 | 2/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-24 | B | 3/5 | 3/5 | 3/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-23 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-22 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-21 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-20 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-17 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-16 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 4.05M | 19.21% | — | 4.05M | — | 4.05M | IA, OO | — | 2021-12-09 | ↗ |
| 2 | STEPHEN H. DECKOFF | 4.05M | 19.21% | — | 4.05M | — | 4.05M | HC, IN | — | 2021-12-09 | ↗ |
| 3 | (. | 2.08M | 8.73% | 2.04M | — | 2.08M | — | IA | Delaware Limited Partnership | 2017-02-09 | ↗ |
| 4 | Second Curve Capital, LLC | 2.03M | 8.98% | — | 2.03M | — | 2.03M | IA, OO | Delaware | 2019-02-08 | ↗ |
| 5 | Thomas K. Brown | 2.03M | 8.98% | — | 2.03M | — | 2.03M | HC, IN | Delaware | 2019-02-08 | ↗ |
| 6 | Citigroup Inc. | 2.01M | 7.40% | — | 2.01M | — | 2.01M | HC | Delaware | 2015-01-30 | ↗ |
| 7 | Citigroup Global Markets Holdings Inc. | 2.00M | 7.30% | — | 2.00M | — | 2.00M | HC | Delaware | 2015-01-30 | ↗ |
| 8 | UBS Group AG directly and on behalf of certain subsidiaries | 1.99M | 8.81% | — | 1.99M | — | 1.99M | BK | Switzerland | 2019-02-15 | ↗ |
| 9 | (1) BlackRock, Inc. | 1.71M | 6.60% | 1.64M | — | 1.71M | — | HC | Delaware | 2016-01-28 | ↗ |
| 10 | 30-0447847 | 1.69M | 8.00% | 1.67M | — | 1.69M | — | IA | Delaware Limited Partnership | 2022-02-08 | ↗ |
| 11 | Continental Advisors LLC | 1.43M | 6.60% | — | 1.43M | — | — | IA, OO | Delaware | 2018-02-14 | ↗ |
| 12 | David P. Purcell | 1.43M | 6.60% | — | 1.43M | — | — | HC, IN | Delaware | 2018-02-14 | ↗ |
| 13 | EJF Capital LLC | 1.01M | 5.20% | — | 1.01M | — | 1.01M | IA | Delaware | 2013-02-25 | ↗ |
| 14 | Emanuel J. Friedman | 1.01M | 5.20% | — | 1.01M | — | 1.01M | IN | Delaware | 2013-02-25 | ↗ |
| 15 | Drawbridge Special Opportunities Advisors LLC | 983.9K | 4.42% | — | 983.9K | — | 983.9K | IA | Delaware | 2014-02-14 | ↗ |
| 16 | Drawbridge Special Opportunities Fund LP | 983.9K | 4.42% | — | 983.9K | — | 983.9K | PN | Delaware | 2014-02-14 | ↗ |
| 17 | Drawbridge Special Opportunities GP LLC | 983.9K | 4.42% | — | 983.9K | — | 983.9K | OO | Delaware | 2014-02-14 | ↗ |
| 18 | FIG Corp. | 983.9K | 4.42% | — | 983.9K | — | 983.9K | CO | Delaware | 2014-02-14 | ↗ |
| 19 | Fortress Investment Group LLC | 983.9K | 4.42% | — | 983.9K | — | 983.9K | OO | Delaware | 2014-02-14 | ↗ |
| 20 | Fortress Operating Entity I LP | 983.9K | 4.42% | — | 983.9K | — | 983.9K | PN | Delaware | 2014-02-14 | ↗ |
| 21 | Fortress Principal Investment Holdings IV LLC | 983.9K | 4.42% | — | 983.9K | — | 983.9K | OO | Delaware | 2014-02-14 | ↗ |
| 22 | EJF Debt Opportunites GP, LLC | 572.4K | 2.90% | — | 572.4K | — | 572.4K | CO | Delaware | 2013-02-25 | ↗ |
| 23 | EJF Debt Opportunites Master Fund, L.P. | 572.4K | 2.90% | — | 572.4K | — | 572.4K | PN | Delaware | 2013-02-25 | ↗ |
| 24 | EJF Debt Opportunites II GP, LLC | 342.4K | 1.70% | — | 342.4K | — | 342.4K | CO | Delaware | 2013-02-25 | ↗ |
| 25 | EJF Debt Opportunites Master Fund II, LP | 342.4K | 1.70% | — | 342.4K | — | 342.4K | PN | Delaware | 2013-02-25 | ↗ |
| 26 | EJF Financial Services Fund, LP | 100.0K | 0.50% | — | 100.0K | — | 100.0K | PN | Delaware | 2013-02-25 | ↗ |
| 27 | EJF Financial Services GP, LLC | 100.0K | 0.50% | — | 100.0K | — | 100.0K | CO | Delaware | 2013-02-25 | ↗ |
| 28 | Citigroup Financial Products Inc. | — | 0.00% | — | — | — | — | CO | Delaware | 2021-11-10 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 5.13M +— (+0.0%) | 47.84M +9.1M (+23.6%) | 23.09% -0.333 pp | 31.84% +6.105 pp | USD7.55 +23.6% | 2 qtrs — |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.57M -16.5K (-1.0%) | 14.64M +2.7M (+22.3%) | 7.06% -0.177 pp | 0.00% +0.001 pp | USD6.21 +50.2% | 51 qtrs — |
| 3 | BLACKROCK, INC. | 637.7K -6.9K (-1.1%) | 5.95M +1.1M (+22.2%) | 2.87% -0.073 pp | 0.00% +0.000 pp | USD9.38 -0.5% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 528.7K -382.0 (-0.1%) | 4.93M +938.3K (+23.5%) | 2.38% -0.036 pp | 0.00% +0.000 pp | USD31.81 -70.7% | 84 qtrs — |
| 5 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 394.1K +— (+0.0%) | 3.68M +701.5K (+23.6%) | 1.77% -0.026 pp | 0.08% +0.014 pp | USD5.95 +56.8% | 53 qtrs — |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 371.6K -13.6K (-3.5%) | 3.47M +558.7K (+19.2%) | 1.67% -0.086 pp | 0.01% +0.002 pp | USD6.29 +48.3% | 57 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 221.6K +3.6K (+1.7%) | 2.07M +421.6K (+25.6%) | 1.00% +0.002 pp | 0.00% +0.000 pp | USD8.75 +6.6% | 78 qtrs — |
| 8 | STATE STREET CORP | 194.6K -2.1K (-1.1%) | 1.82M +330.4K (+22.2%) | 0.88% -0.022 pp | 0.00% +0.000 pp | USD9.84 -5.2% | 19 qtrs — |
| 9 | ALLIANZ ASSET MANAGEMENT GMBH | 160.0K +— (+0.0%) | 1.49M +284.9K (+23.6%) | 0.72% -0.010 pp | 0.00% +0.000 pp | USD9.38 -0.5% | 6 qtrs — |
| 10 | EMPOWERED FUNDS, LLC | 151.8K +— (+0.0%) | 1.42M +270.1K (+23.6%) | 0.68% -0.010 pp | 0.01% 0.000 pp | USD10.75 -13.2% | 11 qtrs — |
| 11 | HIGHPOINT ADVISOR GROUP LLC | 140.7K +— (+0.0%) | 1.31M +250.5K (+23.6%) | 0.63% -0.009 pp | 0.06% +0.010 pp | USD9.60 -2.8% | 9 qtrs — |
| 12 | VERITY & VERITY, LLC | 118.5K +— (+0.0%) | 1.11M +210.9K (+23.6%) | 0.53% -0.008 pp | 0.09% +0.014 pp | USD10.86 -14.1% | 5 qtrs — |
| 13 | RUSSELL INVESTMENTS GROUP, LTD. | 97.7K +96.2K (+6,347.2%) | 911.9K +900.5K (+7,867.1%) | 0.44% +0.433 pp | 0.00% +0.001 pp | USD9.32 +0.1% | 14 qtrs — |
| 14 | ROYAL BANK OF CANADA | 81.2K +153.0 (+0.2%) | 758.0K +146.0K (+23.9%) | 0.37% -0.005 pp | 0.00% +0.000 pp | USD9.12 +2.3% | 51 qtrs — |
| 15 | NORTHERN TRUST CORP | 75.6K -8.1K (-9.7%) | 705.0K +73.4K (+11.6%) | 0.34% -0.042 pp | 0.00% +0.000 pp | USD9.59 -2.7% | 51 qtrs — |
| 16 | AMERICAN CENTURY COMPANIES INC | 74.2K +— (+0.0%) | 691.9K +132.0K (+23.6%) | 0.33% -0.005 pp | 0.00% +0.000 pp | USD8.48 +10.0% | 15 qtrs — |
| 17 | EMPOWER ADVISORY GROUP, LLC | 62.6K -23.7K (-27.5%) | 583.7K -67.4K (-10.4%) | 0.28% -0.112 pp | 0.00% 0.000 pp | USD7.55 +23.6% | 2 qtrs — |
| 18 | JANNEY MONTGOMERY SCOTT LLC | 49.3K -3.4K (-6.5%) | 460.0K +62.0K (+15.6%) | 0.22% -0.019 pp | 0.00% +0.000 pp | USD8.64 +8.0% | 14 qtrs — |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 33.9K +— (+0.0%) | 316.4K +60.4K (+23.6%) | 0.15% -0.002 pp | 0.00% +0.000 pp | USD8.77 +6.4% | 16 qtrs — |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 28.1K +1.0 (+0.0%) | 262.2K +50.0K (+23.6%) | 0.13% -0.002 pp | 0.00% +0.000 pp | USD10.03 -7.0% | 15 qtrs — |
| 21 | GOLDMAN SACHS GROUP INC | 23.4K -26.6K (-53.2%) | 218.7K -159.2K (-42.1%) | 0.11% -0.123 pp | 0.00% +0.000 pp | USD8.09 +15.3% | 6 qtrs — |
| 22 | BANK OF NEW YORK MELLON CORP | 21.0K -75.6K (-78.3%) | 195.9K -533.5K (-73.1%) | 0.09% -0.347 pp | 0.00% 0.000 pp | USD7.89 +18.3% | 66 qtrs — |
| 23 | VOYA INVESTMENT MANAGEMENT LLC | 18.4K -4.4K (-19.4%) | 172.0K -617.0 (-0.4%) | 0.08% -0.021 pp | 0.00% +0.000 pp | USD8.09 +15.3% | 14 qtrs — |
| 24 | BARCLAYS PLC | 17.0K +5.3K (+44.6%) | 159.1K +48.4K (+43.8%) | 0.08% +0.023 pp | 0.00% +0.000 pp | USD9.56 -2.4% | 15 qtrs — |
| 25 | MORGAN STANLEY | 15.8K -44.0 (-0.3%) | 147.2K +27.8K (+23.2%) | 0.07% -0.001 pp | 0.00% +0.000 pp | USD9.07 +2.9% | 51 qtrs — |
| 26 | BANK OF AMERICA CORP /DE/ | 14.3K +3.7K (+34.6%) | 133.6K +53.3K (+66.4%) | 0.06% +0.016 pp | 0.00% +0.000 pp | USD9.25 +0.9% | 19 qtrs — |
| 27 | RHUMBLINE ADVISERS | 11.8K -1.3K (-9.9%) | 110.4K +11.3K (+11.4%) | 0.05% -0.007 pp | 0.00% +0.000 pp | USD9.92 -5.9% | 15 qtrs — |
| 28 | WELLS FARGO & COMPANY/MN | 10.7K +3.6K (+50.5%) | 100.2K +46.3K (+86.0%) | 0.05% +0.016 pp | 0.00% +0.000 pp | USD9.68 -3.6% | 26 qtrs — |
| 29 | JPMORGAN CHASE & CO | 9.7K -6.0K (-38.2%) | 90.8K -28.1K (-23.6%) | 0.04% -0.028 pp | 0.00% +0.000 pp | USD10.22 -8.7% | 20 qtrs — |
| 30 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 4.5K +132.0 (+3.0%) | 41.9K +9.0K (+27.3%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD9.98 -6.5% | 7 qtrs — |
| 31 | NEW YORK STATE COMMON RETIREMENT FUND | 3.9K +— (+0.0%) | 36.1K +6.9K (+23.6%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD10.25 -9.0% | 15 qtrs — |
| 32 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 2.9K +— (+0.0%) | 27.2K +5.2K (+23.6%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD9.83 -5.1% | 3 qtrs — |
| 33 | BNP PARIBAS ARBITRAGE, SNC | 2.1K -62.0 (-2.8%) | 20.0K +3.4K (+20.1%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD8.66 +7.7% | 17 qtrs — |
| 34 | UBS GROUP AG | 1.3K -2.2K (-62.4%) | 12.4K -14.2K (-53.5%) | 0.01% -0.010 pp | 0.00% +0.000 pp | USD9.62 -3.0% | 18 qtrs — |
| 35 | TOWER RESEARCH CAPITAL LLC (TRC) | 1.2K -413.0 (-26.0%) | 11.0K -1.0K (-8.5%) | 0.01% -0.002 pp | 0.00% 0.000 pp | USD9.91 -5.9% | 16 qtrs — |
| 36 | AMERITAS INVESTMENT PARTNERS, INC. | 1.1K +— (+0.0%) | 10.0K +1.9K (+23.6%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD10.25 -9.0% | 15 qtrs — |
| 37 | HARBOR CAPITAL ADVISORS, INC. | 906.00 -15.0 (-1.6%) | 8.0K +1.0K (+14.3%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD9.06 +3.0% | 6 qtrs — |
| 38 | LEGAL & GENERAL GROUP PLC | 810.00 +— (+0.0%) | 7.6K +1.4K (+23.6%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD10.25 -9.0% | 15 qtrs — |
| 39 | STERLING CAPITAL MANAGEMENT LLC | 642.00 +— (+0.0%) | 6.0K +1.1K (+23.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.58 +8.7% | 6 qtrs — |
| 40 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 587.00 -29.0 (-4.7%) | 5.5K +826.0 (+17.8%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD10.23 -8.8% | 15 qtrs — |
| 41 | GROUP ONE TRADING, L.P. | 555.00 -172.0 (-23.7%) | 5.2K -311.0 (-5.7%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD8.67 +7.6% | 9 qtrs — |
| 42 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 550.00 +— (+0.0%) | 5.1K +979.0 (+23.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD7.55 +23.6% | 2 qtrs — |
| 43 | AMALGAMATED BANK | 301.00 -16.0 (-5.0%) | 3.0K +1.0K (+50.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD10.25 -9.0% | 15 qtrs — |
| 44 | FMR LLC | 321.00 -220.0 (-40.7%) | 3.0K -1.1K (-26.7%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD9.20 +1.4% | 14 qtrs — |
| 45 | CITIGROUP INC | 226.00 +81.0 (+55.9%) | 2.1K +1.0K (+92.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.33 +0.0% | 30 qtrs — |
| 46 | CWM, LLC | 207.00 +21.0 (+11.3%) | 2.0K +1.0K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.00 +3.7% | 13 qtrs — |
| 47 | COMERICA BANK | 186.00 +— (+0.0%) | 1.7K +331.0 (+23.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.06 +3.0% | 10 qtrs — |
| 48 | OPTIVER HOLDING B.V. | 130.00 +— (+0.0%) | 1.2K +231.0 (+23.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD7.55 +23.6% | 2 qtrs — |
| 49 | COVESTOR LTD | 58.00 +58.0 (+100.0%) | 1.0K +1.0K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.001 pp | USD9.33 +0.0% | 1 qtrs NEW |
| 50 | GAMMA INVESTING LLC | 88.00 +— (+0.0%) | 821.00 +157.0 (+23.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD7.55 +23.6% | 4 qtrs — |
| 51 | PNC FINANCIAL SERVICES GROUP, INC. | 65.00 +65.0 (+100.0%) | 606.00 +606.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.32 +0.1% | 7 qtrs — |
| 52 | IFP ADVISORS, INC | 5.00 +2.0 (+66.7%) | 47.00 +24.0 (+104.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.80 +6.0% | 3 qtrs — |
| 53 | EVERSOURCE WEALTH ADVISORS, LLC | 1.00 +— (+0.0%) | 9.00 +1.0 (+12.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD7.00 +33.3% | 2 qtrs — |
| 54 | DEUTSCHE BANK AG\ | — -12.9K (-100.0%) | — -97.3K (-100.0%) | 0.00% -0.059 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 55 | JANE STREET GROUP, LLC | — -16.2K (-100.0%) | — -122.5K (-100.0%) | 0.00% -0.074 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 56 | CITADEL ADVISORS LLC | — -21.6K (-100.0%) | — -162.8K (-100.0%) | 0.00% -0.099 pp | 0.00% +0.000 pp | USD— | 5 qtrs SOLD |
| 57 | SRS CAPITAL ADVISORS, INC. | — -63.0 (-100.0%) | — -476.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.11% | 12.5K | 0.29% |
| 2 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.06% | 1.01M | 0.47% |
| 3 | iShares Micro-Cap ETF IWC | 0.02% | 282.4K | 0.60% |
| 4 | U.S. Micro Cap Portfolio ETF DFMC | 0.01% | 1.12M | 0.43% |
| 5 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.01% | 6.4K | 0.35% |
| 6 | Dimensional - US Targeted Value ETF DFAT | 0.01% | 1.24M | 0.28% |
| 7 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 78.0K | 0.06% |
| 8 | iShares Russell 2000 Value ETF IWN | 0.01% | 839.7K | 0.24% |
| 9 | State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L | 0.01% | 292.1K | 0.30% |
| 10 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.00% | 46.6K | 0.20% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | Schween Steven | Officer | M-Exempt | A | Common Stock, no par value | 30,000 | 2.47 | 74.1K | 157,099 | D | ↗ |
| 2026-04-09 | Robinson Teri | Officer | G-Gift | D | Common Stock, no par value | 660 | 0.00 | — | 496,465 | I | ↗ |
| 2026-04-07 | Schween Steven | Officer | M-Exempt | A | Common Stock, no par value | 30,000 | 3.53 | 105.9K | 127,099 | D | ↗ |
| 2026-03-13 | WOOD DANIEL S | Director | S-Sale | D | Common Stock, no par value | 20,000 | 7.53 | 150.6K | 194,943 | D | ↗ |
| 2026-02-18 | Carnahan Scott W. | Director | — | — | Common Stock, no par value | 0 | 0.00 | — | 36,000 | I | ↗ |
| 2026-02-12 | Bharwani Denesh | Officer | G-Gift | D | Common Stock, no par value | 9,000 | 0.00 | — | 301,881 | D | ↗ |
| 2026-01-07 | Robinson Teri | Officer | G-Gift | D | Common Stock, no par value | 660 | 0.00 | — | 497,125 | I | ↗ |
| 2025-12-04 | ROBERTS WILLIAM B | Director | S-Sale | D | Common Stock, no par value | 100,000 | 8.69 | 869.0K | 485,702 | D | ↗ |
| 2025-09-22 | Grasso Louis M | Director | M-Exempt | A | Common Stock, no par value | 20,000 | 2.47 | 49.4K | 25,300 | D | ↗ |
| 2025-09-16 | Reynoso Lisette | Officer | M-Exempt | D | Stock Option (right to buy) | 4,800 | 3.83 | 18.4K | 0 | D | ↗ |
| 2025-09-16 | Jackson Noel | Officer | S-Sale | D | Common Stock, no par value | 9,369 | 8.49 | 79.6K | 0 | D | ↗ |
| 2025-09-15 | ROBERTS WILLIAM B | Director | D-Return | D | Common Stock, no par value | 100,000 | 8.62 | 862.0K | 585,702 | D | ↗ |
| 2025-09-09 | TERRY CHRIS | Officer | A-Award | A | Stock Option (right to buy) | 90,000 | 8.19 | 737.1K | 90,000 | D | ↗ |
| 2025-09-09 | Schween Steven | Officer | A-Award | A | Stock Option (right to buy) | 60,000 | 8.19 | 491.4K | 60,000 | D | ↗ |
| 2025-09-09 | Ryan Susan | Officer | A-Award | A | Stock Option (right to buy) | 60,000 | 8.19 | 491.4K | 60,000 | D | ↗ |
| 2025-09-09 | Robinson Teri | Officer | A-Award | A | Stock Option (right to buy) | 90,000 | 8.19 | 737.1K | 90,000 | D | ↗ |
| 2025-09-09 | Reynoso Lisette | Director | A-Award | A | Stock Option (right to buy) | 60,000 | 8.19 | 491.4K | 60,000 | D | ↗ |
| 2025-09-09 | Ralston Catrina Marie | Officer | A-Award | A | Stock Option (right to buy) | 60,000 | 8.19 | 491.4K | 60,000 | D | ↗ |
| 2025-09-09 | RIEDL ROBERT E | Officer | A-Award | A | Stock Option (right to buy) | 120,000 | 8.19 | 982.8K | 120,000 | D | ↗ |
| 2025-09-09 | Lavin Michael T. | Officer | A-Award | A | Stock Option (right to buy) | 120,000 | 8.19 | 982.8K | 120,000 | D | ↗ |
| 2025-09-09 | Jackson Noel | Officer | A-Award | A | Stock Option (right to buy) | 60,000 | 8.19 | 491.4K | 60,000 | D | ↗ |
| 2025-09-09 | Gonel Charles E. | Officer | A-Award | A | Stock Option (right to buy) | 60,000 | 8.19 | 491.4K | 60,000 | D | ↗ |
| 2025-09-09 | Bharwani Denesh | Officer | A-Award | A | Stock Option (right to buy) | 90,000 | 8.19 | 737.1K | 90,000 | D | ↗ |
| 2025-09-09 | Baumeister Michele L | Officer | A-Award | A | Stock Option (right to buy) | 60,000 | 8.19 | 491.4K | 60,000 | D | ↗ |
| 2025-09-09 | BRADLEY CHARLES E JR | Director / Officer / 10% Owner | A-Award | A | Stock Option (right to buy) | 300,000 | 8.19 | 2.46M | 300,000 | D | ↗ |
| 2025-08-04 | RIEDL ROBERT E | Officer | — | — | Common Stock, no par value | 0 | 0.00 | — | 1,000 | I | ↗ |
| 2025-07-21 | Robinson Teri | Officer | G-Gift | D | Common Stock, no par value | 660 | 0.00 | — | 497,785 | I | ↗ |
| 2025-06-13 | Washer Greg | Director | S-Sale | D | Common Stock, no par value | 3,000 | 10.10 | 30.3K | 299,311 | D | ↗ |
| 2025-06-12 | Washer Greg | Director | S-Sale | D | Common Stock, no par value | 1,647 | 10.10 | 16.6K | 302,311 | D | ↗ |
| 2025-06-11 | Washer Greg | Director | S-Sale | D | Common Stock, no par value | 2,148 | 10.00 | 21.5K | 308,958 | D | ↗ |
| 2025-06-06 | Crisp April | Officer | S-Sale | D | Common Stock, no par value | 100 | 9.75 | 975.00 | 42,591 | D | ↗ |
| 2025-06-02 | Crisp April | Officer | M-Exempt | A | Common Stock, no par value | 15,000 | 3.53 | 53.0K | 32,212 | D | ↗ |
| 2025-05-21 | Schween Steven | Officer | G-Gift | D | Common Stock, no par value | 8,474 | 0.00 | — | 97,099 | D | ↗ |
| 2025-05-16 | Washer Greg | Director | S-Sale | D | Common Stock, no par value | 140 | 8.96 | 1.3K | 318,606 | D | ↗ |
| 2025-05-15 | Washer Greg | Director | S-Sale | D | Common Stock, no par value | 6,254 | 9.16 | 57.3K | 318,746 | D | ↗ |
| 2025-05-08 | Washer Greg | Director | M-Exempt | D | Stock Option (right to buy) | 60,000 | 3.48 | 208.8K | 0 | D | ↗ |
| 2025-05-08 | TERRY CHRIS | Officer | M-Exempt | D | Stock Option (right to buy) | 60,000 | 3.48 | 208.8K | 0 | D | ↗ |
| 2025-05-08 | Schween Steven | Officer | M-Exempt | A | Common Stock, no par value | 30,000 | 3.48 | 104.4K | 118,198 | D | ↗ |
| 2025-05-08 | Robinson Teri | Officer | G-Gift | D | Common Stock, no par value | 42,143 | 0.00 | — | 0 | D | ↗ |
| 2025-05-08 | Rayhill Brian | Director | M-Exempt | A | Common Stock, no par value | 45,000 | 3.48 | 156.6K | 248,236 | D | ↗ |
| 2025-05-08 | Lavin Michael T. | Officer | M-Exempt | A | Common Stock, no par value | 23,110 | 3.48 | 80.4K | 23,110 | D | ↗ |
| 2025-05-08 | Bharwani Denesh | Officer | M-Exempt | D | Stock Option (right to buy | 60,000 | 3.48 | 208.8K | 0 | D | ↗ |
| 2025-05-08 | BRADLEY CHARLES E JR | Director / Officer / 10% Owner | F-InKind | D | Common Stock, no par value | 95,547 | 9.88 | 944.0K | 3,924,545 | D | ↗ |
| 2025-05-07 | Ryan Susan | Officer | M-Exempt | D | Stock Option (right to buy) | 22,500 | 3.48 | 78.3K | 0 | D | ↗ |
| 2025-05-07 | Gonel Charles E. | Officer | M-Exempt | D | Stock Option (right to buy) | 30,000 | 3.48 | 104.4K | 0 | D | ↗ |
| 2025-05-02 | Jackson Noel | Officer | — | — | Employee stock option (right to buy) | 30,000 | 4.95 | 148.5K | 0 | D | ↗ |
| 2025-05-02 | Baumeister Michele L | Officer | M-Exempt | A | Common Stock, no par value | 30,000 | 3.48 | 104.4K | 77,343 | D | ↗ |
| 2025-05-01 | Schween Steven | Officer | G-Gift | D | Common Stock, no par value | 2,058 | 0.00 | — | 105,573 | D | ↗ |
| 2025-04-30 | WOOD DANIEL S | Director | M-Exempt | A | Common Stock, no par value | 45,000 | 3.48 | 156.6K | 231,910 | D | ↗ |
| 2025-04-24 | Ralston Catrina Marie | Officer | M-Exempt | D | Stock Option (right to buy) | 25,640 | 3.48 | 89.2K | 0 | D | ↗ |
| 2025-03-25 | Bharwani Denesh | Officer | G-Gift | D | Common Stock, no par value | 8,600 | 0.00 | — | 277,538 | D | ↗ |
| 2025-03-12 | ROBERTS WILLIAM B | Director | S-Sale | D | Common Stock, no par value | 4,176 | 9.25 | 38.6K | 685,702 | D | ↗ |
| 2025-03-10 | ROBERTS WILLIAM B | Director | S-Sale | D | Common Stock, no par value | 200 | 9.57 | 1.9K | 689,878 | D | ↗ |
| 2025-03-07 | ROBERTS WILLIAM B | Director | S-Sale | D | Common Stock, no par value | 6,259 | 9.41 | 58.9K | 690,078 | D | ↗ |
| 2025-03-06 | ROBERTS WILLIAM B | Director | S-Sale | D | Common Stock, no par value | 3,207 | 9.42 | 30.2K | 696,337 | D | ↗ |
| 2025-03-05 | ROBERTS WILLIAM B | Director | S-Sale | D | Common Stock, no par value | 534 | 9.40 | 5.0K | 699,544 | D | ↗ |
| 2024-12-26 | Bharwani Denesh | Officer | G-Gift | D | Common Stock, no par value | 6,500 | 0.00 | — | 286,138 | D | ↗ |
| 2024-12-12 | Crisp April | Officer | M-Exempt | A | Common Stock, no par value | 2,500 | 2.47 | 6.2K | 19,712 | D | ↗ |
| 2024-12-04 | ROBERTS WILLIAM B | Director | S-Sale | D | Common Stock, no par value | 15,000 | 10.45 | 156.8K | 700,078 | D | ↗ |
| 2024-12-03 | ROBERTS WILLIAM B | Director | S-Sale | D | Common Stock, no par value | 9,725 | 10.54 | 102.5K | 715,078 | D | ↗ |
| 2024-12-02 | ROBERTS WILLIAM B | Director | S-Sale | D | Common Stock, no par value | 10,000 | 10.33 | 103.3K | 724,803 | D | ↗ |
| 2024-11-27 | ROBERTS WILLIAM B | Director | S-Sale | D | Common Stock, no par value | 275 | 10.27 | 2.8K | 734,803 | D | ↗ |
| 2024-11-26 | ROBERTS WILLIAM B | Director | S-Sale | D | Common Stock, no par value | 10,000 | 10.35 | 103.5K | 735,078 | D | ↗ |
| 2024-11-25 | ROBERTS WILLIAM B | Director | S-Sale | D | Common Stock, no par value | 10,000 | 10.64 | 106.4K | 745,078 | D | ↗ |
| 2024-11-25 | Crisp April | Officer | M-Exempt | D | Stock Option (right to buy) | 2,500 | 2.47 | 6.2K | 12,500 | D | ↗ |
| 2024-11-22 | WOOD DANIEL S | Director | S-Sale | D | Common Stock, no par value | 8,000 | 10.49 | 83.9K | 186,910 | D | ↗ |
| 2024-11-22 | ROBERTS WILLIAM B | Director | S-Sale | D | Common Stock, no par value | 10,000 | 10.46 | 104.6K | 755,078 | D | ↗ |
| 2024-11-21 | WOOD DANIEL S | Director | S-Sale | D | Common Stock, no par value | 2,000 | 10.40 | 20.8K | 194,910 | D | ↗ |
| 2024-11-21 | ROBERTS WILLIAM B | Director | S-Sale | D | Common Stock, no par value | 5,000 | 10.31 | 51.6K | 765,078 | D | ↗ |
| 2024-11-20 | WOOD DANIEL S | Director | S-Sale | D | Common Stock, no par value | 3,000 | 10.38 | 31.1K | 196,910 | D | ↗ |
| 2024-11-18 | ROBERTS WILLIAM B | Director | S-Sale | D | Common Stock, no par value | 15,000 | 10.49 | 157.4K | 770,078 | D | ↗ |
| 2024-11-15 | ROBERTS WILLIAM B | Director | S-Sale | D | Common Stock, no par value | 10,000 | 10.38 | 103.8K | 785,078 | D | ↗ |
| 2024-11-15 | Crisp April | Officer | M-Exempt | A | Common Stock, no par value | 2,500 | 2.47 | 6.2K | 19,712 | D | ↗ |
| 2024-11-14 | ROBERTS WILLIAM B | Director | S-Sale | D | Common Stock, no par value | 5,000 | 10.37 | 51.9K | 795,078 | D | ↗ |
| 2024-11-12 | TERRY CHRIS | Officer | S-Sale | D | Common Stock, No Par Value | 10,000 | 10.16 | 101.6K | 203,656 | D | ↗ |
| 2024-11-12 | ROBERTS WILLIAM B | Director | S-Sale | D | Common Stock, no par value | 50,000 | 10.46 | 523.0K | 800,078 | D | ↗ |
| 2024-11-11 | ROBERTS WILLIAM B | Director | S-Sale | D | Common Stock, no par value | 50,000 | 10.76 | 538.0K | 850,078 | D | ↗ |
| 2024-11-07 | Washer Greg | Director | S-Sale | D | Common Stock, no par value | 10,981 | 11.06 | 121.4K | 265,000 | D | ↗ |
| 2024-11-06 | Bharwani Denesh | Officer | S-Sale | D | Common Stock, no par value | 31,717 | 10.97 | 347.9K | 292,638 | D | ↗ |
| 2024-09-16 | Washer Greg | Director | S-Sale | D | Common Stock, no par value | 40,000 | 9.50 | 380.0K | 275,981 | — | ↗ |
| 2024-09-16 | Harton John Patrick | Officer | S-Sale | D | Common Stock, No Par Value | 10,000 | 9.50 | 95.0K | 255,604 | — | ↗ |
| 2024-09-10 | Crisp April | Officer | M-Exempt | A | Common Stock, no par value | 5,000 | 2.47 | 12.4K | 22,212 | — | ↗ |
| 2024-09-10 | BRADLEY CHARLES E JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock, no par value | 70,000 | 9.85 | 689.5K | 3,720,092 | — | ↗ |
| 2024-09-06 | Harton John Patrick | Officer | S-Sale | D | Common Stock, No Par Value | 10,000 | 9.00 | 90.0K | 265,604 | — | ↗ |
| 2024-06-14 | BRADLEY CHARLES E JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock, no par value | 50,000 | 8.98 | 449.0K | 3,790,092 | — | ↗ |
| 2024-06-03 | WOOD DANIEL S | Director | S-Sale | D | Common Stock, no par value | 5,550 | 8.29 | 46.0K | 199,910 | — | ↗ |
| 2024-05-31 | WOOD DANIEL S | Director | S-Sale | D | Common Stock, no par value | 17,700 | 8.34 | 147.6K | 205,460 | — | ↗ |
| 2024-05-30 | WOOD DANIEL S | Director | S-Sale | D | Common Stock, no par value | 2,052 | 8.05 | 16.5K | 223,160 | — | ↗ |
| 2024-05-29 | WOOD DANIEL S | Director | S-Sale | D | Common Stock, no par value | 4,000 | 7.95 | 31.8K | 225,212 | — | ↗ |
| 2024-05-28 | WOOD DANIEL S | Director | S-Sale | D | Common Stock, no par value | 2,094 | 7.93 | 16.6K | 229,212 | — | ↗ |
| 2024-05-24 | WOOD DANIEL S | Director | S-Sale | D | Common Stock, no par value | 1,000 | 8.16 | 8.2K | 231,306 | — | ↗ |
| 2024-05-23 | WOOD DANIEL S | Director | S-Sale | D | Common Stock, no par value | 2,586 | 8.41 | 21.7K | 232,306 | — | ↗ |
| 2024-05-17 | Washer Greg | Director | M-Exempt | A | Common Stock, no par value | 30,000 | 4.35 | 130.5K | 315,981 | — | ↗ |
| 2024-05-17 | WOOD DANIEL S | Director | M-Exempt | A | Common Stock, no par value | 30,000 | 4.35 | 130.5K | 250,067 | — | ↗ |
| 2024-05-17 | Schween Steven | Officer | M-Exempt | A | Common Stock, no par value | 30,000 | 4.35 | 130.5K | 104,275 | — | ↗ |
| 2024-05-17 | Robinson Teri | Officer | M-Exempt | D | Stock Option (right to buy) | 60,000 | 4.35 | 261.0K | 0 | — | ↗ |
| 2024-05-17 | Rayhill Brian | Director | M-Exempt | A | Common Stock, no par value | 30,000 | 4.35 | 130.5K | 218,411 | — | ↗ |
| 2024-05-17 | Ralston Catrina Marie | Officer | M-Exempt | A | Common Stock, no par value | 30,000 | 4.35 | 130.5K | 58,712 | — | ↗ |
| 2024-05-17 | Lavin Michael T. | Officer | G-Gift | D | Common Stock, no par value | 34,334 | 0.00 | — | 0 | — | ↗ |
| 2024-05-17 | Gonel Charles E. | Officer | M-Exempt | A | Common Stock, no par value | 15,000 | 4.35 | 65.3K | 15,011 | — | ↗ |
| 2024-05-17 | Bharwani Denesh | Officer | M-Exempt | A | Common Stock, no par value | 60,000 | 4.35 | 261.0K | 362,638 | — | ↗ |
| 2024-05-17 | BRADLEY CHARLES E JR | Director / Officer / 10% Owner | F-InKind | D | Common Stock, no par value | 178,678 | 8.60 | 1.54M | 3,840,092 | — | ↗ |
| 2024-05-16 | Harton John Patrick | Officer | M-Exempt | A | Common Stock, no par value | 60,000 | 4.35 | 261.0K | 310,197 | — | ↗ |
| 2024-05-15 | TERRY CHRIS | Officer | F-InKind | D | Common Stock, no par value | 34,322 | 8.24 | 282.8K | 213,656 | — | ↗ |
| 2024-05-15 | Straten Laurie | Officer | M-Exempt | D | Stock Option (right to buy) | 60,000 | 4.35 | 261.0K | 0 | — | ↗ |
| 2024-05-15 | Ryan Susan | Officer | M-Exempt | A | Common Stock, no par value | 15,000 | 4.35 | 65.3K | 55,192 | — | ↗ |
| 2024-05-15 | Baumeister Michele L | Officer | M-Exempt | D | Stock Option (right to buy) | 60,000 | 4.35 | 261.0K | 0 | — | ↗ |
| 2023-12-15 | WOOD DANIEL S | Director | S-Sale | D | Common Stock, no par value | 8,000 | 9.26 | 74.1K | 220,067 | — | ↗ |
| 2023-10-27 | Rayhill Brian | Director | F-InKind | D | Common Stock, no par value | 33,770 | 9.39 | 317.1K | 188,411 | — | ↗ |
| 2023-10-16 | WOOD DANIEL S | Director | F-InKind | D | Common Stock, no par value | 9,891 | 9.16 | 90.6K | 228,067 | — | ↗ |
| 2023-06-23 | Ryan Susan | Officer | — | D | Common Stock, no par value | 0 | 0.00 | — | 40,192 | — | ↗ |
| 2023-06-23 | Reynoso Lisette | Officer | — | D | Common Stock, no par value | 0 | 0.00 | — | 1 | — | ↗ |
| 2023-06-23 | Gonel Charles E. | Officer | — | D | Employee stock option (right to buy) | 30,000 | 3.53 | 105.9K | 0 | — | ↗ |
| 2023-06-23 | Crisp April | Officer | — | — | Employee stock option (right to buy) | 15,000 | 3.53 | 53.0K | 0 | D | ↗ |
| 2023-06-23 | Baumeister Michele L | Officer | — | D | Employee stock option (right to buy) | 30,000 | 4.95 | 148.5K | 0 | — | ↗ |
| 2023-05-11 | TERRY CHRIS | Officer | F-InKind | D | Common Stock, no par value | 24,115 | 10.91 | 263.1K | 187,978 | — | ↗ |
| 2023-05-11 | Ralston Catrina Marie | Officer | M-Exempt | D | Stock Option (right to buy) | 35,632 | 3.48 | 124.0K | 0 | — | ↗ |
| 2023-05-11 | BRADLEY CHARLES E JR | Director / Officer / 10% Owner | M-Exempt | A | Common Stock, no par value | 57,470 | 3.48 | 200.0K | 3,573,601 | — | ↗ |
| 2023-05-09 | Lavin Michael T. | Officer | G-Gift | A | Common Stock, no par value | 64,056 | 0.00 | — | 319,545 | — | ↗ |
| 2023-05-03 | Straten Laurie | Officer | M-Exempt | D | Stock Option (right to buy) | 60,000 | 3.48 | 208.8K | 0 | — | ↗ |
| 2023-05-02 | Washer Greg | Director | M-Exempt | A | Common Stock, no par value | 40,000 | 7.97 | 318.8K | 316,000 | — | ↗ |
| 2023-05-02 | WOOD DANIEL S | Director | M-Exempt | D | Stock Option (right to buy) | 30,000 | 3.48 | 104.4K | 0 | — | ↗ |
| 2023-05-02 | TERRY CHRIS | Officer | M-Exempt | A | Common Stock, no par value | 60,000 | 7.97 | 478.2K | 200,605 | — | ↗ |
| 2023-05-02 | Schween Steven Howard | Officer | M-Exempt | D | Stock Option (right to buy) | 15,000 | 7.97 | 119.6K | 0 | — | ↗ |
| 2023-05-02 | Robinson Teri | Officer | M-Exempt | A | Common Stock, no par value | 60,000 | 3.48 | 208.8K | 449,083 | — | ↗ |
| 2023-05-02 | Rayhill Brian | Director | M-Exempt | A | Common Stock, no par value | 40,000 | 7.97 | 318.8K | 162,031 | — | ↗ |
| 2023-05-02 | Harton John Patrick | Officer | M-Exempt | A | Common Stock, no par value | 30,000 | 7.97 | 239.1K | 239,384 | — | ↗ |
| 2023-05-02 | Bharwani Denesh | Officer | M-Exempt | A | Common Stock, no par value | 30,000 | 7.97 | 239.1K | 254,561 | — | ↗ |
| 2023-02-01 | Rayhill Brian | Director | M-Exempt | A | Common Stock, no par value | 25,000 | 6.86 | 171.5K | 137,896 | — | ↗ |
| 2023-02-01 | BRADLEY CHARLES E JR | Director / Officer / 10% Owner | M-Exempt | A | Common Stock, no par value | 16,746 | 6.86 | 114.9K | 3,526,758 | — | ↗ |
| 2023-01-31 | Robinson Teri | Officer | F-InKind | D | Common Stock, no par value | 21,502 | 10.05 | 216.1K | 374,112 | — | ↗ |
| 2023-01-30 | Washer Greg | Director | M-Exempt | A | Common Stock, No Par Value | 50,000 | 6.86 | 343.0K | 276,000 | — | ↗ |
| 2023-01-27 | TERRY CHRIS | Officer | M-Exempt | D | Stock Option (right to buy) | 60,000 | 6.86 | 411.6K | 0 | — | ↗ |
| 2023-01-27 | Harton John Patrick | Officer | M-Exempt | A | Common Stock, No Par Value | 25,000 | 6.86 | 171.5K | 227,138 | — | ↗ |
| 2023-01-24 | Lavin Michael T. | Officer | G-Gift | A | Common Stock, No Par Value | 24,730 | 0.00 | — | 255,489 | — | ↗ |
| 2023-01-23 | WOOD DANIEL S | Director | M-Exempt | A | Common Stock, no par value | 50,000 | 6.86 | 343.0K | 217,017 | — | ↗ |
| 2023-01-23 | Schween Steven Howard | Officer | M-Exempt | D | Stock Option (right to buy) | 12,500 | 0.00 | — | 0 | — | ↗ |
| 2023-01-20 | Straten Laurie | Officer | M-Exempt | A | Common Stock, no par value | 25,000 | 6.86 | 171.5K | 139,450 | — | ↗ |
| 2023-01-19 | Bharwani Denesh | Officer | M-Exempt | A | Common Stock, No Par Value | 15,000 | 3.48 | 52.2K | 224,561 | — | ↗ |
| 2022-12-16 | Washer Greg | Director | P-Purchase | A | Common Stock, No Par Value | 1,000 | 7.82 | 7.8K | 220,500 | — | ↗ |
| 2022-12-16 | Schween Steven Howard | Officer | — | D | Common Stock, no par value | 0 | 0.00 | — | 49,015 | — | ↗ |
| 2022-12-16 | Ralston Catrina Marie | Officer | — | D | Common Stock, no par value | 0 | 0.00 | — | 4,446 | — | ↗ |
| 2022-11-03 | TERRY CHRIS | Officer | M-Exempt | A | Common Stock, No Par Value | 17,500 | 3.72 | 65.1K | 123,808 | — | ↗ |
| 2022-11-03 | BRADLEY CHARLES E JR | Officer | M-Exempt | A | Common Stock, No Par Value | 100,000 | 3.72 | 372.0K | 3,456,757 | — | ↗ |
| 2022-09-08 | Fritz Jeffrey P | Officer | S-Sale | D | Common Stock, no par value | 25,000 | 11.30 | 282.5K | 113,437 | — | ↗ |
| 2022-08-25 | Walker James E | — | — | — | — | — | — | — | 0 | — | ↗ |
| 2022-08-16 | TERRY CHRIS | Officer | S-Sale | D | Common Stock, no par value | 8,591 | 13.96 | 119.9K | 106,308 | — | ↗ |
| 2022-08-16 | Harton John Patrick | Officer | S-Sale | D | Common Stock, No Par Value | 3,082 | 14.28 | 44.0K | 202,138 | — | ↗ |
| 2022-08-08 | Fritz Jeffrey P | Officer | S-Sale | D | Common Stock, no par value | 29,182 | 12.00 | 350.2K | 138,437 | — | ↗ |
| 2022-08-05 | Fritz Jeffrey P | Officer | S-Sale | D | Common Stock, no par value | 818 | 12.00 | 9.8K | 167,619 | — | ↗ |
| 2022-07-11 | Rayhill Brian | Director | M-Exempt | A | Common Stock, no par value | 7,000 | 1.94 | 13.6K | 87,896 | — | ↗ |
| 2022-07-07 | Robinson Teri | Officer | M-Exempt | A | Common Stock, No Par Value | 14,000 | 1.94 | 27.2K | 335,614 | — | ↗ |
| 2022-06-30 | Deckoff Stephen H | Director | P-Purchase | A | Common Stock, no par value | 5,312 | 10.21 | 54.3K | 5,127,165 | — | ↗ |
| 2022-06-30 | BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 10% Owner | P-Purchase | A | Common Stock, no par value | 5,312 | 10.21 | 54.3K | 5,127,165 | — | ↗ |
| 2022-06-29 | BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 10% Owner | P-Purchase | A | Common Stock, no par value | 40,062 | 10.33 | 413.8K | 5,121,853 | — | ↗ |
| 2022-06-28 | BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 10% Owner | P-Purchase | A | Common Stock, no par value | 12,916 | 10.52 | 135.8K | 5,081,791 | — | ↗ |
| 2022-06-27 | Deckoff Stephen H | Director | P-Purchase | A | Common Stock, no par value | 25,477 | 10.51 | 267.8K | 5,068,875 | — | ↗ |
| 2022-06-27 | BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 10% Owner | P-Purchase | A | Common Stock, no par value | 25,477 | 10.51 | 267.8K | 5,068,875 | — | ↗ |
| 2022-06-24 | Washer Greg | Director | A-Award | A | Stock Option (right to buy) | 30,000 | 0.00 | — | 30,000 | — | ↗ |
| 2022-06-24 | WOOD DANIEL S | Director | A-Award | A | Stock Option (right to buy) | 30,000 | 0.00 | — | 30,000 | — | ↗ |
| 2022-06-24 | TERRY CHRIS | Officer | A-Award | A | Stock Option (right to buy) | 60,000 | 0.00 | — | 60,000 | — | ↗ |
| 2022-06-24 | Straten Laurie | Officer | A-Award | A | Stock Option (right to buy) | 60,000 | 0.00 | — | 60,000 | — | ↗ |
| 2022-06-24 | Robinson Teri | Officer | A-Award | A | Stock Option (right to buy) | 60,000 | 0.00 | — | 60,000 | — | ↗ |
| 2022-06-24 | Rayhill Brian | Director | A-Award | A | Stock Option (right to buy) | 30,000 | 0.00 | — | 30,000 | — | ↗ |
| 2022-06-24 | ROBERTS WILLIAM B | Director | A-Award | A | Stock Option (right to buy) | 30,000 | 0.00 | — | 30,000 | — | ↗ |
| 2022-06-24 | Lavin Michael T. | Officer | A-Award | A | Stock Option (right to buy) | 90,000 | 10.25 | 922.5K | 90,000 | — | ↗ |
| 2022-06-24 | Harton John Patrick | Officer | A-Award | A | Stock Option (right to buy) | 60,000 | 0.00 | — | 60,000 | — | ↗ |
| 2022-06-24 | Grasso Louis M | Director | A-Award | A | Stock Option (right to buy) | 30,000 | 0.00 | — | 30,000 | — | ↗ |
| 2022-06-24 | GROUNDS WILLIAM WARWICK | Director | A-Award | A | Stock Option (right to buy) | 30,000 | 0.00 | — | 30,000 | — | ↗ |
| 2022-06-24 | Bharwani Denesh | Officer | A-Award | A | Stock Option (right to buy) | 60,000 | 0.00 | — | 60,000 | — | ↗ |
| 2022-06-24 | BRADLEY CHARLES E JR | Officer | A-Award | A | Stock Option (right to buy) | 300,000 | 0.00 | — | 300,000 | — | ↗ |
| 2022-06-24 | BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 10% Owner | P-Purchase | A | Common Stock, no par value | 236,733 | 10.39 | 2.46M | 5,043,398 | — | ↗ |
| 2022-06-24 | Adams Chris | Director | A-Award | A | Stock Option (right to buy) | 30,000 | 0.00 | — | 30,000 | — | ↗ |
| 2022-06-23 | Deckoff Stephen H | Director | P-Purchase | A | Common Stock, no par value | 47,579 | 10.52 | 500.7K | 4,806,665 | — | ↗ |
| 2022-06-23 | BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 10% Owner | P-Purchase | A | Common Stock, no par value | 47,579 | 10.52 | 500.7K | 4,806,665 | — | ↗ |
| 2022-06-17 | Harton John Patrick | Officer | S-Sale | D | Common Stock, No Par Value | 5,000 | 11.01 | 55.1K | 205,220 | — | ↗ |
| 2022-06-17 | BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 10% Owner | P-Purchase | A | Common Stock, no par value | 2,576 | 10.53 | 27.1K | 4,759,086 | — | ↗ |
| 2022-06-16 | Deckoff Stephen H | Director | P-Purchase | A | Common Stock, no par value | 2,576 | 10.53 | 27.1K | 4,759,086 | — | ↗ |
| 2022-06-16 | BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 10% Owner | P-Purchase | A | Common Stock, no par value | 26,455 | 10.47 | 277.1K | 4,756,510 | — | ↗ |
| 2022-06-14 | BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 10% Owner | P-Purchase | A | Common Stock, no par value | 498 | 10.53 | 5.2K | 4,730,055 | — | ↗ |
| 2022-06-13 | Fritz Jeffrey P | Officer | S-Sale | D | Common Stock, no par value | 25,000 | 10.40 | 260.0K | 168,437 | — | ↗ |
| 2022-06-13 | Deckoff Stephen H | Director | P-Purchase | A | Common Stock, no par value | 50,000 | 10.35 | 517.3K | 4,729,557 | — | ↗ |
| 2022-06-13 | BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 10% Owner | P-Purchase | A | Common Stock, no par value | 50,000 | 10.35 | 517.3K | 4,729,557 | — | ↗ |
| 2022-06-02 | Fritz Jeffrey P | Officer | S-Sale | D | Common Stock, no par value | 24,900 | 13.75 | 342.4K | 193,437 | — | ↗ |
| 2022-06-01 | Fritz Jeffrey P | Officer | S-Sale | D | Common Stock, no par value | 100 | 13.75 | 1.4K | 218,337 | — | ↗ |
| 2022-05-26 | Fritz Jeffrey P | Officer | S-Sale | D | Common Stock, no par value | 25,000 | 13.30 | 332.5K | 218,437 | — | ↗ |
| 2022-05-17 | Fritz Jeffrey P | Officer | S-Sale | D | Common Stock, no par value | 15,751 | 14.00 | 220.5K | 243,437 | — | ↗ |
| 2022-05-17 | BRADLEY CHARLES E JR | Officer | M-Exempt | A | Common Stock, no par value | 300,000 | 6.11 | 1.83M | 3,547,287 | — | ↗ |
| 2022-05-16 | Fritz Jeffrey P | Officer | S-Sale | D | Common Stock, no par value | 9,249 | 14.00 | 129.5K | 259,188 | — | ↗ |
| 2022-05-16 | Adams Chris | Director | M-Exempt | A | Common Stock, no par value | 30,000 | 6.11 | 183.3K | 142,213 | — | ↗ |
| 2022-05-13 | Robinson Teri | Officer | S-Sale | D | Common Stock, No Par Value | 10,000 | 14.01 | 140.1K | 321,614 | — | ↗ |
| 2022-05-11 | Robinson Teri | Officer | S-Sale | D | Common Stock, no par value | 10,000 | 14.76 | 147.6K | 331,614 | — | ↗ |
| 2022-05-10 | Robinson Teri | Officer | S-Sale | D | Common Stock, no par value | 10,000 | 14.22 | 142.2K | 341,614 | — | ↗ |
| 2022-05-09 | WOOD DANIEL S | Director | F-InKind | D | Common Stock, no par value | 12,148 | 15.09 | 183.3K | 167,017 | — | ↗ |
| 2022-05-09 | Robinson Teri | Officer | S-Sale | D | Common Stock, no par value | 10,000 | 14.42 | 144.2K | 351,614 | — | ↗ |
| 2022-05-09 | Rayhill Brian | Director | F-InKind | D | Common Stock, no par value | 12,148 | 15.09 | 183.3K | 80,896 | — | ↗ |
| 2022-05-09 | Fritz Jeffrey P | Officer | M-Exempt | D | Stock Option (right to buy) | 90,000 | 6.11 | 549.9K | 0 | — | ↗ |
| 2022-05-09 | Bharwani Denesh | Officer | S-Sale | D | Common Stock, no par value | 10,000 | 15.00 | 150.0K | 184,561 | — | ↗ |
| 2022-05-05 | Robinson Teri | Officer | M-Exempt | D | Stock Option (right to buy) | 60,000 | 6.11 | 366.6K | 0 | — | ↗ |
| 2022-05-05 | Bharwani Denesh | Officer | M-Exempt | A | Common Stock, no par value | 30,000 | 6.11 | 183.3K | 213,500 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Charles E. Bradley, Jr. Chief Executive Officer | 995.0K | — | — | — | 3.13M | 40.6K | 4.17M | 0.00% | ↗ |
| 2 | 2024 | Michael T. Lavin President | 470.0K | — | — | — | 443.7K | 47.2K | 960.8K | 0.00% | ↗ |
| 3 | 2024 | Danny Bharwani Executive Vice President | 386.0K | — | — | — | 444.9K | 44.9K | 875.8K | 0.00% | ↗ |
| 4 | 2024 | Teri L. Robinson Executive Vice President - Sales & Originations | 386.0K | — | — | — | 428.7K | 2.3K | 817.1K | 0.00% | ↗ |
| 5 | 2024 | Christopher Terry Executive Vice President - Risk, Systems, & IT | 374.0K | — | — | — | 319.4K | 9.5K | 702.9K | 0.00% | ↗ |
| 6 | 2023 | Charles E. Bradley, Jr. Chief Executive Officer | 995.0K | — | — | — | 3.01M | 342.00 | 4.00M | 0.00% | ↗ |
| 7 | 2023 | Michael T. Lavin President | 452.0K | — | — | — | 582.1K | 342.00 | 1.03M | 0.00% | ↗ |
| 8 | 2023 | Teri L. Robinson Executive Vice President - Sales & Originations | 386.0K | — | — | — | 413.4K | 342.00 | 799.7K | 0.00% | ↗ |
| 9 | 2023 | Danny Bharwani Executive Vice President | 371.0K | — | — | — | 385.7K | 342.00 | 757.0K | 0.00% | ↗ |
| 10 | 2023 | Laurie A. Straten Executive Vice President - Servicing | 386.0K | — | — | — | 367.5K | 342.00 | 753.8K | 0.00% | ↗ |
| 11 | 2022 | Charles E. Bradley, Jr. Chief Executive Officer | 995.0K | — | — | 5.89M | 3.98M | 351.00 | 10.86M | 54.19% | ↗ |
| 12 | 2022 | Michael T. Lavin President | 411.0K | — | — | 448.2K | 575.0K | 351.00 | 1.43M | 31.24% | ↗ |
| 13 | 2022 | Teri L. Robinson Executive Vice President - Sales & Originations | 368.0K | — | — | 298.8K | 401.0K | 351.00 | 1.07M | 27.97% | ↗ |
| 14 | 2022 | Laurie A. Straten Executive Vice President - Servicing | 368.0K | — | — | 298.8K | 361.0K | 351.00 | 1.03M | 29.06% | ↗ |
| 15 | 2022 | Danny Bharwani Executive Vice President | 331.0K | — | — | 298.8K | 324.0K | 351.00 | 954.2K | 31.32% | ↗ |
| 16 | 2022 | Jeffrey P Fritz Former Executive Vice President | 411.0K | — | — | — | — | 351.00 | 411.4K | 0.00% | ↗ |
| 17 | 2021 | Charles E. Bradley, Jr. Chief Executive Officer | 995.0K | — | — | 795.3K | 2.90M | 360.00 | 4.69M | 16.95% | ↗ |
| 18 | 2021 | Charles E. Bradley, Jr. President & Chief Executive Officer | 99.5K | — | — | 795.3K | 2.90M | 360.00 | 4.69M | 16.95% | ↗ |
| 19 | 2021 | Michael T. Lavin President | 411.0K | — | — | 238.6K | 575.0K | 360.00 | 1.22M | 19.48% | ↗ |
| 20 | 2021 | Michael T. Lavin Executive Vice President | 411.0K | — | — | 238.6K | 575.0K | 360.00 | 1.22M | 19.48% | ↗ |
| 21 | 2021 | Jeffrey P Fritz Executive Vice President | 411.0K | — | — | 238.6K | 401.0K | 360.00 | 1.05M | 22.70% | ↗ |
| 22 | 2021 | Jeffrey P Fritz Former Executive Vice President | 411.0K | — | — | 238.6K | 401.0K | 360.00 | 1.05M | 22.70% | ↗ |
| 23 | 2021 | Teri L. Robinson Executive Vice President - Sales & Originations | 368.0K | — | — | 159.1K | 403.0K | 360.00 | 930.4K | 17.10% | ↗ |
| 24 | 2021 | Teri L. Robinson Senior Vice President - Originations | 368.0K | — | — | 159.1K | 403.0K | 360.00 | 930.4K | 17.10% | ↗ |
| 25 | 2021 | Laurie A. Straten Executive Vice President - Servicing | 368.0K | — | — | 159.1K | 359.0K | 360.00 | 886.4K | 17.94% | ↗ |
| 26 | 2021 | Laurie A. Straten Senior Vice President - Servicing | 368.0K | — | — | 159.1K | 359.0K | 360.00 | 886.4K | 17.94% | ↗ |
| 27 | 2020 | Charles E. Bradley, Jr. President & Chief Executive Officer | 995.0K | — | — | 318.7K | 2.60M | 360.00 | 3.91M | 8.14% | ↗ |
| 28 | 2020 | Charles E. Bradley, Jr. Chief Executive Officer | 995.0K | — | — | 318.7K | 2.60M | 360.00 | 3.91M | 8.14% | ↗ |
| 29 | 2020 | Michael T. Lavin President | 411.0K | — | — | 199.2K | 493.0K | 360.00 | 1.10M | 18.05% | ↗ |
| 30 | 2020 | Michael T. Lavin Executive Vice President | 411.0K | — | — | 199.2K | 493.0K | 360.00 | 1.10M | 18.05% | ↗ |
| 31 | 2020 | Jeffrey P Fritz Executive Vice President | 411.0K | — | — | 119.5K | 327.0K | 360.00 | 857.9K | 13.93% | ↗ |
| 32 | 2020 | Jeffrey P Fritz Former Executive Vice President | 411.0K | — | — | 119.5K | 327.0K | 360.00 | 857.9K | 13.93% | ↗ |
| 33 | 2020 | Laurie A. Straten Executive Vice President - Servicing | 368.0K | — | — | 106.2K | 355.0K | 360.00 | 829.6K | 12.81% | ↗ |
| 34 | 2020 | Teri L. Robinson Executive Vice President - Sales & Originations | 368.0K | — | — | 106.2K | 355.0K | 360.00 | 829.6K | 12.81% | ↗ |
| 35 | 2020 | Laurie A. Straten Senior Vice President - Servicing | 368.0K | — | — | 106.2K | 355.0K | 360.00 | 829.6K | 12.81% | ↗ |
| 36 | 2020 | Teri L. Robinson Senior Vice President - Originations | 368.0K | — | — | 106.2K | 355.0K | 360.00 | 829.6K | 12.81% | ↗ |
| 37 | 2019 | Charles E. Bradley, Jr. President & Chief Executive Officer | 995.0K | — | — | 334.3K | 2.60M | 480.00 | 3.93M | 8.51% | ↗ |
| 38 | 2019 | Michael T. Lavin Executive Vice President | 411.0K | — | — | 100.3K | 461.0K | 480.00 | 972.8K | 10.31% | ↗ |
| 39 | 2019 | Teri L. Robinson Senior Vice President - Originations | 368.0K | — | — | 66.9K | 328.0K | 480.00 | 763.3K | 8.76% | ↗ |
| 40 | 2019 | Laurie A. Straten Senior Vice President - Servicing | 362.0K | — | — | 66.9K | 328.0K | 480.00 | 757.3K | 8.83% | ↗ |
| 41 | 2019 | Jeffrey P Fritz Executive Vice President | 411.0K | — | — | 100.3K | 233.0K | 480.00 | 744.8K | 13.47% | ↗ |
| 42 | 2018 | Charles E. Bradley, Jr. President & Chief Executive Officer | 995.0K | — | — | 327.0K | 2.70M | 600.00 | 4.02M | 8.13% | ↗ |
| 43 | 2018 | Michael T. Lavin Executive Vice President | 411.0K | — | — | 98.1K | 506.0K | 600.00 | 1.02M | 9.66% | ↗ |
| 44 | 2018 | Jeffrey P Fritz Executive Vice President | 411.0K | — | — | 98.1K | 452.0K | 600.00 | 961.7K | 10.20% | ↗ |
| 45 | 2018 | Teri L. Robinson Senior Vice President - Originations | 368.0K | — | — | 65.4K | 354.0K | 600.00 | 788.0K | 8.30% | ↗ |
| 46 | 2018 | Laurie A. Straten Senior Vice President - Servicing | 362.0K | — | — | 65.4K | 340.0K | 600.00 | 768.0K | 8.52% | ↗ |
| 47 | 2017 | Charles E. Bradley, Jr. President & Chief Executive Officer | 995.0K | — | — | 402.0K | 2.85M | 600.00 | 4.25M | 9.46% | ↗ |
| 48 | 2017 | Michael T. Lavin Executive Vice President | 411.0K | — | — | 120.6K | 496.0K | 600.00 | 1.03M | 11.73% | ↗ |
| 49 | 2017 | Jeffrey P Fritz Executive Vice President | 411.0K | — | — | 120.6K | 417.0K | 600.00 | 949.2K | 12.71% | ↗ |
| 50 | 2017 | Teri L. Robinson Senior Vice President - Originations | 368.0K | — | — | 80.4K | 341.0K | 600.00 | 790.0K | 10.18% | ↗ |
| 51 | 2017 | Laurie A. Straten Senior Vice President - Servicing | 362.0K | — | — | 80.4K | 339.4K | 600.00 | 782.4K | 10.28% | ↗ |
| 52 | 2017 | Laurie A. Straten Senior Vice President - Collections | 362.0K | — | — | 80.4K | 339.4K | 600.00 | 782.4K | 10.28% | ↗ |
| 53 | 2016 | Charles E. Bradley, Jr. President & Chief Executive Officer | 995.0K | — | — | 420.0K | 2.80M | 600.00 | 4.22M | 9.96% | ↗ |
| 54 | 2016 | Michael T. Lavin Executive Vice President | 406.0K | — | — | 126.0K | 487.0K | 600.00 | 1.02M | 12.36% | ↗ |
| 55 | 2016 | Jeffrey P Fritz Executive Vice President | 395.0K | — | — | 126.0K | 386.0K | 600.00 | 907.6K | 13.88% | ↗ |
| 56 | 2016 | Teri L. Robinson Senior Vice President - Originations | 357.0K | — | — | 84.0K | 330.0K | 600.00 | 771.6K | 10.89% | ↗ |
| 57 | 2016 | Curtis K Powell Senior Vice President - Special Projects | 355.0K | — | — | 84.0K | 308.0K | 600.00 | 747.6K | 11.24% | ↗ |
| 58 | 2016 | Laurie A. Straten Senior Vice President - Collections | 309.0K | — | — | 84.0K | 254.0K | 600.00 | 647.6K | 12.97% | ↗ |
| 59 | 2016 | Laurie A. Straten Senior Vice President - Servicing | 309.0K | — | — | 84.0K | 254.0K | 600.00 | 647.6K | 12.97% | ↗ |
| 60 | 2015 | Charles E. Bradley, Jr. President & Chief Executive Officer | 985.0K | — | — | 747.0K | 2.70M | 600.00 | 4.43M | 16.85% | ↗ |
| 61 | 2015 | Michael T. Lavin Executive Vice President | 398.0K | — | — | 224.1K | 476.0K | 600.00 | 1.10M | 20.40% | ↗ |
| 62 | 2015 | Jeffrey P Fritz Executive Vice President | 380.0K | — | — | 224.1K | 382.0K | 600.00 | 986.7K | 22.71% | ↗ |
| 63 | 2015 | Teri L. Robinson Senior Vice President - Originations | 340.0K | — | — | 149.4K | 323.0K | 600.00 | 813.0K | 18.38% | ↗ |
| 64 | 2015 | Curtis K Powell Senior Vice President - Special Projects | 348.0K | — | — | 149.4K | 311.0K | 600.00 | 809.0K | 18.47% | ↗ |
| 65 | 2015 | Laurie A. Straten Senior Vice President - Collections | 289.0K | — | — | 149.4K | 214.0K | 600.00 | 653.0K | 22.88% | ↗ |
| 66 | 2014 | Charles E. Bradley, Jr. President & Chief Executive Officer | 965.0K | — | — | 843.0K | 2.60M | 600.00 | 4.41M | 19.12% | ↗ |
| 67 | 2014 | Jeffrey P Fritz Executive Vice President | 352.0K | — | — | 505.8K | 362.4K | 600.00 | 1.22M | 41.43% | ↗ |
| 68 | 2014 | Michael T. Lavin Executive Vice President | 376.0K | — | — | 365.3K | 441.0K | 600.00 | 1.18M | 30.88% | ↗ |
| 69 | 2014 | Robert E. Riedl Executive Vice President | 400.0K | — | — | 252.9K | 394.8K | 600.00 | 1.04M | 24.31% | ↗ |
| 70 | 2014 | Curtis K Powell Senior Vice President - Special Projects | 341.0K | — | — | 168.6K | 294.0K | 600.00 | 804.2K | 20.96% | ↗ |
| 71 | 2014 | Teri L. Robinson Senior Vice President - Originations | 324.0K | — | — | 168.6K | 304.1K | 600.00 | 797.3K | 21.15% | ↗ |
| 72 | 2013 | Charles E. Bradley, Jr. President & Chief Executive Officer | 940.0K | — | — | 2.63M | 2.30M | 600.00 | 5.87M | 44.76% | ↗ |
| 73 | 2013 | Robert E. Riedl Senior Vice President | 385.0K | — | — | 703.6K | 368.0K | 600.00 | 1.46M | 48.29% | ↗ |
| 74 | 2013 | Robert E. Riedl Executive Vice President | 385.0K | — | — | 703.6K | 368.0K | 600.00 | 1.46M | 48.29% | ↗ |
| 75 | 2013 | Michael T. Lavin Senior Vice President | 348.0K | — | — | 703.6K | 345.0K | 600.00 | 1.40M | 50.36% | ↗ |
| 76 | 2013 | Michael T. Lavin Executive Vice President | 348.0K | — | — | 703.6K | 345.0K | 600.00 | 1.40M | 50.36% | ↗ |
| 77 | 2013 | Jeffrey P Fritz Executive Vice President | 335.0K | — | — | 630.7K | 317.0K | 600.00 | 1.28M | 49.15% | ↗ |
| 78 | 2013 | Curtis K Powell Senior Vice President - Special Projects | 331.0K | — | — | 630.7K | 306.5K | 600.00 | 1.27M | 49.71% | ↗ |
| 79 | 2013 | Teri L. Robinson Senior Vice President - Originations | 300.0K | — | — | 630.7K | 285.0K | 600.00 | 1.23M | 51.43% | ↗ |
| 80 | 2012 | Charles E. Bradley, Jr. President & Chief Executive Officer | 900.0K | — | — | 456.4K | 1.93M | 600.00 | 3.28M | 13.91% | ↗ |
| 81 | 2012 | Robert E. Riedl Executive Vice President | 374.0K | — | — | 48.9K | 287.0K | 600.00 | 710.5K | 6.88% | ↗ |
| 82 | 2012 | Robert E. Riedl Sr. Vice President & Chief Investment Officer | 374.0K | — | — | 48.9K | 287.0K | 600.00 | 710.5K | 6.88% | ↗ |
| 83 | 2012 | Robert E. Riedl Senior Vice President | 374.0K | — | — | 48.9K | 287.0K | 600.00 | 710.5K | 6.88% | ↗ |
| 84 | 2012 | Michael T. Lavin Senior Vice President | 325.0K | — | — | 48.9K | 274.0K | 10.8K | 658.7K | 7.43% | ↗ |
| 85 | 2012 | Michael T. Lavin Executive Vice President | 325.0K | — | — | 48.9K | 274.0K | 10.8K | 658.7K | 7.43% | ↗ |
| 86 | 2012 | Michael T. Lavin Sr. Vice President – Legal | 325.0K | — | — | 48.9K | 274.0K | 10.8K | 658.7K | 7.43% | ↗ |
| 87 | 2012 | Curtis K Powell Senior Vice President - Special Projects | 315.0K | — | — | 48.9K | 234.0K | 600.00 | 598.5K | 8.17% | ↗ |
| 88 | 2011 | Charles E. Bradley, Jr. President & Chief Executive Officer | 900.0K | — | — | 279.1K | 1.81M | 600.00 | 2.99M | 9.32% | ↗ |
| 89 | 2011 | Robert E. Riedl Senior Vice President | 340.0K | — | — | 104.4K | 208.0K | 600.00 | 653.0K | 15.98% | ↗ |
| 90 | 2011 | Robert E. Riedl Sr. Vice President & Chief Investment Officer | 340.0K | — | — | 104.4K | 208.0K | 600.00 | 653.0K | 15.98% | ↗ |
| 91 | 2011 | Michael T. Lavin Sr. Vice President – Legal | 283.0K | — | — | 79.8K | 189.0K | 600.00 | 552.4K | 14.44% | ↗ |
| 92 | 2011 | Michael T. Lavin Senior Vice President | 283.0K | — | — | 79.8K | 181.0K | 600.00 | 544.4K | 14.65% | ↗ |
| 93 | 2010 | Charles E. Bradley, Jr. President & Chief Executive Officer | 880.0K | — | — | 224.9K | 1.19M | 2.1K | 2.30M | 9.78% | ↗ |
| 94 | 2010 | Robert E. Riedl Sr. Vice President & Chief Investment Officer | 317.0K | — | — | 31.0K | 200.3K | 2.1K | 550.4K | 5.63% | ↗ |
| 95 | 2010 | Jeffrey P. Fritz Sr. Vice President – Accounting | 317.0K | 124.8K | — | 31.0K | — | 2.1K | 474.9K | 6.52% | ↗ |
| 96 | 2010 | Michael T. Lavin Sr. Vice President – Legal | 242.0K | — | — | 31.0K | 148.7K | 2.1K | 423.8K | 7.31% | ↗ |
| 97 | 2009 | Charles E. Bradley, Jr. President & Chief Executive Officer | 880.0K | 1.00M | — | 209.3K | — | 2.1K | 2.09M | 10.01% | ↗ |
| 98 | 2009 | Robert E. Riedl Sr. Vice President & Chief Investment Officer | 317.0K | 158.4K | — | 74.7K | — | 2.1K | 552.2K | 13.53% | ↗ |
| 99 | 2009 | Jeffrey P. Fritz Sr. Vice President – Accounting | 317.0K | 132.3K | — | 80.3K | — | 2.1K | 531.7K | 15.10% | ↗ |
| 100 | 2008 | Charles E. Bradley, Jr. President & Chief Executive Officer | 880.0K | 1.06M | — | 67.2K | — | 2.1K | 2.01M | 3.35% | ↗ |
| 101 | 2008 | Chris Terry Sr. Vice President – | 319.0K | 182.0K | — | 33.6K | — | 2.1K | 536.7K | 6.26% | ↗ |
| 102 | 2008 | Jeffrey P. Fritz Sr. Vice President – Accounting | 317.0K | 170.0K | — | 33.6K | — | 2.1K | 522.7K | 6.43% | ↗ |
| 103 | 2008 | Robert E. Riedl Sr. Vice President & Chief Investment Officer | 317.0K | 168.0K | — | 33.6K | — | 2.1K | 520.7K | 6.46% | ↗ |
| 104 | 2007 | Charles E. Bradley, Jr. President & Chief Executive Officer | 840.0K | 1.50M | — | 561.9K | — | 2.1K | 2.90M | 19.35% | ↗ |
| 105 | 2007 | Chris Terry Sr. Vice President – Servicing | 307.0K | 215.0K | — | 93.1K | — | 2.1K | 728.2K | 12.79% | ↗ |
| 106 | 2007 | Robert E. Riedl Sr. Vice President – Finance | 305.0K | 212.0K | — | 93.1K | — | 2.1K | 723.2K | 12.88% | ↗ |
| 107 | 2007 | Curtis K. Powell Sr. Vice President – Originations & Marketing | 300.0K | 212.0K | — | 93.1K | — | 2.1K | 718.2K | 12.97% | ↗ |
| 108 | 2007 | Chris Terry Sr. Vice President – | 307.0K | 229.0K | — | 93.1K | — | 2.1K | 631.2K | 14.75% | ↗ |
| 109 | 2007 | Jeffrey P. Fritz Sr. Vice President – Accounting | 305.0K | 212.0K | — | 93.1K | — | 2.1K | 612.2K | 15.21% | ↗ |
| 110 | 2006 | Charles E. Bradley, Jr. President & Chief Executive Officer | 780.0K | 1.25M | — | 305.1K | — | 1.9K | 2.34M | 13.06% | ↗ |
| 111 | 2006 | Chris Terry Sr. Vice President – Servicing | 274.0K | 269.0K | — | 152.6K | — | 1.8K | 697.4K | 21.88% | ↗ |
| 112 | 2006 | Chris Terry Sr. Vice President - Asset Recovery | 274.0K | 269.0K | — | 152.6K | — | 1.8K | 697.4K | 21.88% | ↗ |
| 113 | 2006 | Robert E. Riedl Sr. Vice President - Finance | 281.0K | 253.0K | — | 152.6K | — | 1.9K | 688.4K | 22.16% | ↗ |
| 114 | 2006 | Robert E. Riedl Sr. Vice President – Finance | 281.0K | 253.0K | — | 152.6K | — | 1.9K | 688.4K | 22.16% | ↗ |
| 115 | 2006 | Jeffrey P. Fritz Sr. Vice President - Accounting | 276.0K | 258.0K | — | 152.6K | — | 1.8K | 688.4K | 22.16% | ↗ |
| 116 | 2006 | Jeffrey P. Fritz Sr. Vice President – Accounting | 276.0K | 258.0K | — | 152.6K | — | 1.8K | 688.4K | 22.16% | ↗ |
| 117 | 2006 | Curtis K. Powell Sr. Vice President - Originations & Marketing | 283.0K | 209.0K | — | 152.6K | — | 1.9K | 646.4K | 23.60% | ↗ |
| 118 | 2006 | Curtis K. Powell Sr. Vice President – Originations & Marketing | 283.0K | 209.0K | — | 152.6K | — | 1.9K | 646.4K | 23.60% | ↗ |
| 119 | 2005 | Charles E. Bradley, Jr. President & Chief Executive Officer | 735.0K | 1.00M | — | 458.2K | — | 1.6K | 2.19M | 20.88% | ↗ |
| 120 | 2005 | Jeffrey P. Fritz Sr. Vice President - Accounting | 240.0K | 197.0K | — | 281.4K | — | 1.6K | 720.0K | 39.09% | ↗ |
| 121 | 2005 | Jeffrey P. Fritz Sr. Vice President – Accounting | 240.0K | 197.0K | — | 281.4K | — | 1.6K | 720.0K | 39.09% | ↗ |
| 122 | 2005 | Chris Terry Sr. Vice President – Servicing | 203.0K | 191.0K | — | 281.3K | — | 1.5K | 676.8K | 41.57% | ↗ |
| 123 | 2005 | Chris Terry Sr. Vice President - Asset Recovery | 203.0K | 191.0K | — | 281.3K | — | 1.5K | 676.8K | 41.57% | ↗ |
| 124 | 2005 | Robert E. Riedl Sr. Vice President - Finance | 255.0K | 209.0K | — | 176.8K | — | 1.6K | 642.4K | 27.52% | ↗ |
| 125 | 2005 | Robert E. Riedl Sr. Vice President – Finance | 255.0K | 209.0K | — | 176.8K | — | 1.6K | 642.4K | 27.52% | ↗ |
| 126 | 2005 | Curtis K. Powell Sr. Vice President – Originations & Marketing | 270.0K | 208.0K | — | 124.5K | — | 1.6K | 604.1K | 20.61% | ↗ |
| 127 | 2005 | Curtis K. Powell Sr. Vice President - Originations & Marketing | 270.0K | 208.0K | — | 124.5K | — | 1.6K | 604.1K | 20.61% | ↗ |
| 128 | 2004 | Charles E. Bradley, Jr. President & Chief Executive Officer | 700.0K | 700.0K | — | 555.8K | — | 1.6K | 1.96M | 28.40% | ↗ |
| 129 | 2004 | Robert E. Riedl Sr. Vice President - Finance | 240.0K | 144.0K | — | 185.3K | — | 1.6K | 570.9K | 32.46% | ↗ |
| 130 | 2004 | Curtis K. Powell Sr. Vice President - Originations & Marketing | 252.0K | 177.0K | — | 46.3K | — | 1.6K | 476.9K | 9.71% | ↗ |
| 131 | 2004 | Jeffrey P. Fritz Sr. Vice President - Accounting | 87.5K | 70.0K | — | 178.4K | — | 60.9K | 396.8K | 44.96% | ↗ |
| 132 | 2004 | Chris Terry Sr. Vice President - Asset Recovery | 162.0K | 125.0K | — | 46.3K | — | 1.4K | 334.7K | 13.84% | ↗ |
Proxy statements
| Filing date | Form type | Filing |
|---|---|---|
| 2025-10-28 | DEF 14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Charles E. Bradley Jr. | Chief Executive Officer & Chairman | 1M | male |
| Robert E. Riedl | Senior EVice President & Chief Risk Officer | 795.4K | male |
| Michael T. Lavin | President, Chief Operating Officer & Chief Legal Officer | 482.0K | male |
| Denesh Bharwani | Chief Financial Officer & Executive Vice President | 433.1K | male |
| Teri L. Robinson | Executive Vice President of Sales & Originations | 388.3K | female |
| Christopher Terry | Executive Vice President of Systems, Risk & IT | 383.5K | male |
| Brian J. Rayhill | Secretary & Independent Director | 107.2K | male |
| Charles E. Gonel | Senior Vice President of Servicing | — | male |
| Catrina Ralston | Senior Vice President of Human Resources | — | female |
| Steve Schween | Senior Vice President of Systems | — | male |
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Community Opinion for CPSS
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.

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