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Crawford & Company (CRD-A)

USD11.08 +0.10 (+0.87%)
US NYSE Financial Services Insurance - Brokers
Address 5335 Triangle Parkway 30092
Atlanta, GA, US
CEO William Bruce Swain Jr.
Website crawco.com
IPO 1990-07-31
CIK 25475 ISIN US2246332066

Explore sections of this company profile

Also trades on NASDAQ Global Select · CRD (USD) New York Stock Exchange · CRD-A (USD) New York Stock Exchange · CRD-B (USD)
Description

Crawford & Company operates as a global provider of claims and outsourcing services, catering to insurance carriers, brokers, and corporate clients across the United States, the United Kingdom, Europe, Canada, Australia, and various other international regions. Its Crawford Loss Adjusting division delivers claims handling services to insurance providers and self-insured entities, covering a range of risks including property damage, public liability, automotive incidents, and marine losses. The Crawford TPA Solutions segment specializes in comprehensive claims and risk management for corporations, whether they are self-insured or commercially insured. This includes remote claim adjudication, detailed claim evaluations, initial incident reporting for claimants, and strategies for loss mitigation and providing relevant risk information. Additionally, this division oversees dedicated funds for claim disbursements. Its third-party administration services also encompass specialized areas such as workers' compensation, auto and general liability, disability and absence management, medical management, and accident and health products. Furthermore, the company's Crawford Platform Solutions division facilitates insurance-related services through its proprietary channels, such as Contractor Connection and Networks. This segment is equipped to handle significant losses arising from both natural catastrophes (e.g., fires, hailstorms, hurricanes, earthquakes, floods) and man-made disasters (e.g., oil spills, chemical releases). It offers client-focused solutions for a wide spectrum of claim complexities, from routine, high-frequency incidents to extensive, intricate repair projects. The segment also provides outsourced contractor management to both individual and commercial insurance carriers, as well as directly to end consumers. Founded in 1941, Crawford & Company is headquartered in Atlanta, Georgia.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD11.08 +0.10 (+0.87%)
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Volume Profile
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Liquidity & share structure
Average Volume
64.5K
Beta
0.60
Float Shares
21.73M
Free Float %
44.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.40% +2.59% -7.04% -6.69% -12.16% -12.00% -10.81% +0.81% +2.59% +48.43% -5.71%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (4 ratings, all time) Buy
Price Targets & DCF
Current price
11.08
Low 10.00 -9.7%
Consensus 10.00 -9.7%
Median 10.00 -9.7%
High 10.00 -9.7%
DCF (Unlevered) 16.44 +48.5%
DCF (Levered) 52.36 +372.8%

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) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 1
10.00
-9.7%
Quality scores
Altman Z-Score
2.87
Grey zone
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Brokers: +8.0%
    -2.0% Q1'26: -1.0% (vs Q1'25)
  • EPS growth Insurance - Brokers: +30.1%
    -26.4% Q1'26: -23.6% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Brokers: +26.6%
    +6.8% Q1'26: -1.4% (vs Q1'25)
  • EBIT margin Insurance - Brokers: +19.1%
    +4.0% Q1'26: +3.3% (vs Q1'25)
  • ROIC Insurance - Brokers: +6.4%
    +8.4% Q1'26: +7.4% (vs Q1'25)
  • Share dilution Insurance - Brokers: -0.6%
    +0.7% Q1'26: -0.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Brokers: -0.02×
    2.92× Q1'26: 3.34× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.62) × ERP
WACC = 65% × Ke + 35% × Kd (6.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 16.24 Current price: 11.08
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
1 EPS Ana.
Dec 2027
3 Rev. Ana.
1 EPS Ana.
Revenue
1.24B
est: 1.24B (-0.1%)
1.18B
est: 1.13B (+4.4%)
1.16B
est: 1.08B (+7.6%)
1.12B
est: 1.11B (+1.4%)
1.05B
est: 1.02B (+2.7%)
1.02B
est: 979.93M (+3.7%)
1.14B
est: 1.08B (+5.5%)
1.23B
est: 1.17B (+5.2%)
1.32B
est: 1.28B (+2.8%)
1.34B
est: 1.28B (+4.5%)
1.31B
est: 1.30B (+1.0%)
1.28B
1.26B – 1.29B
-1.3% YoY
1.33B
1.31B – 1.36B
+3.6% YoY
EBITDA
20.71M
est: 92.36M (-77.6%)
113.92M
est: 105.71M (+7.8%)
93.83M
est: 80.35M (+16.8%)
99.61M
est: 82.29M (+21.0%)
75.67M
est: 75.83M (-0.2%)
100.03M
est: 72.83M (+37.4%)
91.02M
est: 80.22M (+13.5%)
52.11M
est: 78.09M (-33.3%)
102.91M
est: 96.42M (+6.7%)
97.61M
est: 97.58M (+0.0%)
92.62M
est: 98.88M (-6.3%)
97.58M
96.10M – 98.33M
-1.3% YoY
101.05M
99.25M – 103.04M
+3.6% YoY
EBIT
-22.79M
est: 53.04M (-143.0%)
73.18M
est: 70.78M (+3.4%)
52.17M
est: 46.15M (+13.1%)
55.53M
est: 47.26M (+17.5%)
35.16M
est: 43.55M (-19.3%)
59.92M
est: 41.82M (+43.3%)
50.85M
est: 46.07M (+10.4%)
16.01M
est: 75.03M (-78.7%)
67.17M
est: 90.30M (-25.6%)
61.42M
est: 66.13M (-7.1%)
52.57M
est: 67.02M (-21.6%)
66.13M
65.12M – 66.64M
-1.3% YoY
68.48M
67.26M – 69.83M
+3.6% YoY
Net Income
-45.49M
est: 18.65M (-343.9%)
35.97M
est: 33.89M (+6.1%)
27.67M
est: 38.63M (-28.4%)
25.98M
est: 35.64M (-27.1%)
12.49M
est: 30.50M (-59.1%)
28.30M
est: 32.00M (-11.6%)
30.69M
est: 41.61M (-26.2%)
-18.31M
est: 10.98M (-266.8%)
30.61M
est: 16.02M (+91.0%)
26.60M
est: 42.11M (-36.8%)
19.63M
est: 49.23M (-60.1%)
45.89M
44.91M – 46.72M
-6.8% YoY
52.40M
51.28M – 53.35M
+14.2% YoY
SGA
241.60M
est: 268.23M (-9.9%)
239.85M
est: 225.88M (+6.2%)
239.84M
est: 233.35M (+2.8%)
242.42M
est: 238.98M (+1.4%)
227.17M
est: 220.20M (+3.2%)
218.95M
est: 211.50M (+3.5%)
244.85M
est: 232.97M (+5.1%)
255.75M
est: 308.44M (-17.1%)
286.51M
est: 361.07M (-20.7%)
299.66M
est: 221.73M (+35.1%)
est: 224.69M (-100.0%)
221.73M
218.35M – 223.44M
-1.3% YoY
229.62M
225.52M – 234.14M
+3.6% YoY
EPS
-0.79
est: 0.38 (-310.7%)
0.68
est: 0.71 (-3.8%)
0.53
est: 0.78 (-31.8%)
0.51
est: 0.72 (-28.8%)
0.18
est: 0.61 (-70.7%)
0.54
est: 0.64 (-16.1%)
0.58
est: 0.84 (-30.7%)
-0.37
est: 0.64 (-157.8%)
0.63
est: 1.07 (-41.1%)
0.54
est: 0.84 (-35.8%)
0.40
est: 0.98 (-59.3%)
0.92
0.90 – 0.93
-6.8% YoY
1.05
1.02 – 1.07
+14.2% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B- 2/5 4/5 3/5 4/5 1/5 1/5 1/5
2026-05-08 B- 3/5 4/5 3/5 5/5 1/5 1/5 1/5
2026-05-07 B- 3/5 4/5 3/5 5/5 1/5 1/5 1/5
2026-05-06 B- 3/5 4/5 3/5 5/5 1/5 1/5 1/5
2026-05-05 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-04 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-01 B 3/5 4/5 4/5 5/5 1/5 1/5 1/5
2026-04-30 B 3/5 4/5 4/5 5/5 1/5 1/5 1/5
2026-04-29 B 3/5 4/5 4/5 5/5 1/5 1/5 1/5
2026-04-28 B 3/5 4/5 4/5 5/5 1/5 1/5 1/5
2026-04-27 B 3/5 4/5 4/5 5/5 1/5 1/5 1/5
2026-04-24 B 3/5 4/5 4/5 5/5 1/5 1/5 1/5
2026-04-23 B 3/5 4/5 4/5 5/5 1/5 1/5 1/5
2026-04-22 B 3/5 4/5 4/5 5/5 1/5 1/5 1/5
2026-04-21 B 3/5 4/5 4/5 5/5 1/5 1/5 1/5
2026-04-20 B 3/5 4/5 4/5 5/5 1/5 1/5 1/5
2026-04-17 B 3/5 4/5 4/5 5/5 1/5 1/5 1/5
2026-04-16 B 3/5 4/5 4/5 5/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
85.22M
OE per share TTM
1.70
Owner's Yield
17.59%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
8.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
27
Total invested
42.27M
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 Paradice Investment Management LLC 2.40M 7.80% 1.58M IA Australia 2022-02-10
2 RUTABAGA CAPITAL MANAGEMENT 2.04M 7.28% 1.75M 294.4K 2.04M IA Massachusetts 2011-02-04
3 58-2552872 1.91M 6.80% 1.91M IA Georgia 2011-02-15
4 Asset Management plc 1.68M 6.80% 1.68M 1.68M FI, CO Kingdom 2010-02-11
5 (1) BlackRock, Inc. 1.66M 5.40% 1.59M 1.66M HC Delaware 2022-02-04
6 56-0939887 1.65M 5.40% BD, BK, HC North Carolina 2022-03-18
7 (1)Names of reporting persons. BlackRock, Inc. 1.58M 5.40% 1.52M 1.58M HC Delaware 2024-01-31
8 BlackRock for purposes of Schedule 13G filings. 1.22M 4.95% 1.22M 1.22M HC Delaware 2010-07-08
9 Paradice Investment Management Pty Ltd 1.17M 5.60% 814.5K HC Delaware 2022-02-10
10 The Vanguard Group - 23-1945930 1.02M 5.12% 2.6K IA Pennsylvania 2023-02-09
11 O'Shaughnessy Asset Management, LLC 979.3K 3.97% 979.3K 979.3K IA Delaware 2009-05-01
12 F&C Asset Management plc 0.00% IA, CO United Kingdom 2014-02-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
27
-76 vs prev Q
New positions
3
Closed positions
79
Increased
13
Reduced
4
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 BLACKROCK, INC. 1.80M +79.7K (+4.6%) 20.29M +1.8M (+10.0%) 3.64% -2.050 pp 0.00% +0.000 pp USD10.94 +2.8% 6 qtrs
2 TRUIST FINANCIAL CORP 1.62M +— (+0.0%) 18.26M +892.9K (+5.1%) 3.28% -2.082 pp 0.02% +0.001 pp USD10.91 +3.1% 25 qtrs
3 CAPITAL MANAGEMENT CORP /VA 1.44M -300.6K (-17.3%) 16.16M -2.4M (-13.1%) 2.90% -2.834 pp 2.65% -0.272 pp USD10.48 +7.3% 9 qtrs
4 DIMENSIONAL FUND ADVISORS LP 902.3K -2.4K (-0.3%) 10.15M +470.6K (+4.9%) 1.82% -1.165 pp 0.00% +0.000 pp USD6.63 +69.7% 51 qtrs
5 RENAISSANCE TECHNOLOGIES LLC 514.2K -25.0K (-4.6%) 5.79M +15.3K (+0.3%) 1.04% -0.742 pp 0.01% +0.001 pp USD8.60 +30.8% 74 qtrs
6 KENNEDY CAPITAL MANAGEMENT LLC 442.6K +1.8K (+0.4%) 4.98M +262.7K (+5.6%) 0.89% -0.562 pp 0.11% +0.001 pp USD10.46 +7.6% 12 qtrs
7 WELLS FARGO & COMPANY/MN 441.4K +4.3K (+1.0%) 4.97M +288.9K (+6.2%) 0.89% -0.552 pp 0.00% +0.000 pp USD6.24 +80.3% 57 qtrs
8 SEIZERT CAPITAL PARTNERS, LLC 415.6K +12.6K (+3.1%) 4.68M +363.6K (+8.4%) 0.84% -0.491 pp 0.20% +0.011 pp USD10.43 +7.9% 9 qtrs
9 VANGUARD GROUP INC 368.0K -36.1K (-8.9%) 4.14M -184.2K (-4.3%) 0.74% -0.591 pp 0.00% +0.000 pp USD10.74 +4.7% 69 qtrs
10 FIRST WILSHIRE SECURITIES MANAGEMENT INC 349.4K -182.0 (-0.1%) 3.93M +190.2K (+5.1%) 0.70% -0.449 pp 0.99% -0.007 pp USD5.38 +109.1% 65 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 341.8K +3.4K (+1.0%) 3.85M +224.6K (+6.2%) 0.69% -0.427 pp 0.00% +0.000 pp USD10.18 +10.5% 27 qtrs
12 STATE STREET CORP 294.8K -8.9K (-2.9%) 3.32M +67.5K (+2.1%) 0.59% -0.407 pp 0.00% +0.000 pp USD9.61 +17.1% 34 qtrs
13 PULLEN INVESTMENT MANAGEMENT, LLC 251.4K +900.0 (+0.4%) 2.83M +147.9K (+5.5%) 0.51% -0.320 pp 1.49% +0.038 pp USD10.22 +10.1% 8 qtrs
14 ROYCE & ASSOCIATES LP 242.0K +242.0K (+100.0%) 2.72M +2.7M (+100.0%) 0.49% +0.488 pp 0.03% +0.028 pp USD11.25 +0.0% 1 qtrs NEW
15 NORTH STAR INVESTMENT MANAGEMENT CORP. 193.5K +94.5K (+95.5%) 2.18M +1.1M (+105.5%) 0.39% +0.064 pp 0.14% +0.069 pp USD11.38 -1.1% 5 qtrs
16 GAMCO INVESTORS, INC. ET AL 152.7K -23.5K (-13.3%) 1.72M -167.7K (-8.9%) 0.31% -0.273 pp 0.02% -0.002 pp USD10.59 +6.2% 3 qtrs
17 BARCLAYS PLC 148.8K +46.2K (+45.0%) 1.67M +548.6K (+48.7%) 0.30% -0.038 pp 0.00% +0.000 pp USD10.73 +4.8% 27 qtrs
18 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 145.8K +11.1K (+8.2%) 1.64M +199.0K (+13.8%) 0.29% -0.150 pp 0.01% +0.001 pp USD10.75 +4.7% 25 qtrs
19 SHAYNE & CO., LLC 121.0K +— (+0.0%) 1.36M +66.6K (+5.1%) 0.24% -0.155 pp 0.41% +0.011 pp USD9.38 +19.9% 10 qtrs
20 AMERICAN CENTURY COMPANIES INC 117.3K +10.3K (+9.7%) 1.32M +175.1K (+15.3%) 0.24% -0.116 pp 0.00% +0.000 pp USD9.98 +12.7% 23 qtrs
21 NORTHERN TRUST CORP 112.2K -22.5K (-16.7%) 1.26M -178.7K (-12.4%) 0.23% -0.218 pp 0.00% +0.000 pp USD10.14 +10.9% 42 qtrs
22 GOLDMAN SACHS GROUP INC 104.3K -1.4K (-1.3%) 1.17M +42.5K (+3.8%) 0.21% -0.138 pp 0.00% +0.000 pp USD10.85 +3.7% 24 qtrs
23 COMMONWEALTH EQUITY SERVICES, LLC 104.3K -369.0 (-0.4%) 1.17M +53.6K (+4.8%) 0.21% -0.135 pp 0.00% +0.000 pp USD9.25 +21.6% 8 qtrs
24 MORK CAPITAL MANAGEMENT, LLC 100.0K +— (+0.0%) 1.13M +55.0K (+5.1%) 0.20% -0.128 pp 0.69% -0.051 pp USD9.11 +23.5% 34 qtrs
25 BANK OF NEW YORK MELLON CORP 90.8K -10.5K (-10.4%) 1.02M -62.2K (-5.7%) 0.18% -0.151 pp 0.00% +0.000 pp USD10.54 +6.7% 57 qtrs
26 ANCORA ADVISORS, LLC 84.5K -101.7K (-54.6%) 950.7K -1.0M (-52.3%) 0.17% -0.444 pp 0.02% -0.020 pp USD7.40 +52.0% 21 qtrs
27 MORGAN STANLEY 83.9K +8.5K (+11.2%) 944.3K +136.8K (+16.9%) 0.17% -0.080 pp 0.00% +0.000 pp USD9.78 +15.0% 51 qtrs
28 HSBC HOLDINGS PLC 83.2K +2.6K (+3.2%) 933.3K +74.5K (+8.7%) 0.17% -0.098 pp 0.00% +0.000 pp USD10.50 +7.1% 27 qtrs
29 RITHOLTZ WEALTH MANAGEMENT 82.6K +18.2K (+28.2%) 929.6K +239.8K (+34.8%) 0.17% -0.046 pp 0.02% +0.004 pp USD11.03 +2.0% 11 qtrs
30 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 81.9K -15.7K (-16.1%) 921.5K -122.5K (-11.7%) 0.17% -0.157 pp 0.00% -0.001 pp USD10.08 +11.6% 31 qtrs
31 LOS ANGELES CAPITAL MANAGEMENT LLC 78.2K +598.0 (+0.8%) 845.7K +15.8K (+1.9%) 0.16% -0.098 pp 0.00% +0.000 pp USD10.24 +9.9% 24 qtrs
32 ENVESTNET ASSET MANAGEMENT INC 75.1K -24.7K (-24.8%) 844.3K -223.3K (-20.9%) 0.15% -0.178 pp 0.00% 0.000 pp USD11.39 -1.2% 9 qtrs
33 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 75.0K +18.2K (+32.0%) 843.6K +235.6K (+38.7%) 0.15% -0.036 pp 0.00% +0.000 pp USD10.30 +9.2% 11 qtrs
34 GLOBEFLEX CAPITAL L P 67.9K +— (+0.0%) 763.9K +37.3K (+5.1%) 0.14% -0.087 pp 0.12% +0.005 pp USD11.09 +1.4% 11 qtrs
35 CERITY PARTNERS LLC 63.1K +86.0 (+0.1%) 710.2K +35.6K (+5.3%) 0.13% -0.081 pp 0.00% 0.000 pp USD11.98 -6.1% 16 qtrs
36 HB WEALTH MANAGEMENT, LLC 62.0K -20.5K (-24.8%) 697.0K -185.0K (-21.0%) 0.13% -0.147 pp 0.00% -0.002 pp USD10.58 +6.3% 3 qtrs
37 SEI INVESTMENTS CO 60.3K +60.3K (+100.0%) 678.8K +678.8K (+100.0%) 0.12% +0.122 pp 0.00% +0.001 pp USD11.25 +0.0% 1 qtrs NEW
38 WEALTHCARE ADVISORY PARTNERS LLC 57.4K +— (+0.0%) 646.2K +31.6K (+5.1%) 0.12% -0.074 pp 0.01% 0.000 pp USD7.35 +53.1% 24 qtrs
39 QUANTINNO CAPITAL MANAGEMENT LP 53.6K +53.6K (+100.0%) 603.0K +603.0K (+100.0%) 0.11% +0.108 pp 0.00% +0.001 pp USD11.25 +0.0% 1 qtrs NEW
40 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 52.8K +14.0 (+0.0%) 594.3K +29.2K (+5.2%) 0.11% -0.068 pp 0.00% +0.000 pp USD9.11 +23.5% 38 qtrs
41 PACIFIC RIDGE CAPITAL PARTNERS, LLC 49.9K +19.6K (+64.7%) 561.0K +237.1K (+73.2%) 0.10% +0.001 pp 0.12% +0.052 pp USD10.92 +3.0% 2 qtrs
42 RUSSELL INVESTMENTS GROUP, LTD. 48.2K +46.8K (+3,461.7%) 541.7K +527.3K (+3,644.9%) 0.10% +0.093 pp 0.00% +0.001 pp USD11.23 +0.2% 2 qtrs
43 BANK OF AMERICA CORP /DE/ 42.0K +5.9K (+16.3%) 472.7K +86.1K (+22.3%) 0.08% -0.035 pp 0.00% +0.000 pp USD10.50 +7.1% 49 qtrs
44 MML INVESTORS SERVICES, LLC 32.5K -1.9K (-5.5%) 365.2K -2.3K (-0.6%) 0.07% -0.048 pp 0.00% 0.000 pp USD8.13 +38.4% 35 qtrs
45 STATE OF WISCONSIN INVESTMENT BOARD 31.7K -923.0 (-2.8%) 356.6K +7.6K (+2.2%) 0.06% -0.044 pp 0.00% +0.000 pp USD9.84 +14.3% 7 qtrs
46 ROYAL BANK OF CANADA 29.6K +333.0 (+1.1%) 334.0K +20.0K (+6.4%) 0.06% -0.037 pp 0.00% +0.000 pp USD8.19 +37.4% 21 qtrs
47 ALLIANCEBERNSTEIN L.P. 26.5K +— (+0.0%) 298.1K +14.6K (+5.1%) 0.05% -0.034 pp 0.00% +0.000 pp USD9.95 +13.1% 11 qtrs
48 25.1K +25.1K (+100.0%) 282.6K +282.6K (+100.0%) 0.05% +0.051 pp 0.03% +0.031 pp USD11.25 +0.0% 1 qtrs NEW
49 ATRIA INVESTMENTS, INC 23.3K -43.0 (-0.2%) 262.2K +12.4K (+4.9%) 0.05% -0.030 pp 0.00% +0.000 pp USD8.75 +28.6% 7 qtrs
50 ADVYZON INVESTMENT MANAGEMENT, LLC 22.6K +22.6K (+100.0%) 254.7K +254.7K (+100.0%) 0.05% +0.046 pp 0.03% +0.030 pp USD11.25 +0.0% 1 qtrs NEW
51 NUVEEN, LLC 21.9K -17.2K (-44.0%) 245.8K -171.9K (-41.1%) 0.04% -0.085 pp 0.00% +0.000 pp USD11.42 -1.5% 4 qtrs
52 B&D WHITE CAPITAL COMPANY, LLC 21.8K +— (+0.0%) 245.8K +12.0K (+5.1%) 0.04% -0.028 pp 0.03% -0.002 pp USD11.42 -1.5% 4 qtrs
53 JANE STREET GROUP, LLC 21.4K +21.4K (+100.0%) 241.0K +241.0K (+100.0%) 0.04% +0.043 pp 0.00% +0.000 pp USD11.25 +0.0% 7 qtrs
54 RHUMBLINE ADVISERS 20.1K -1.4K (-6.5%) 225.9K -3.8K (-1.7%) 0.04% -0.030 pp 0.00% +0.000 pp USD9.18 +22.5% 27 qtrs
55 INVESCO LTD. 19.1K -4.4K (-18.5%) 215.0K -36.1K (-14.4%) 0.04% -0.039 pp 0.00% +0.000 pp USD10.07 +11.7% 10 qtrs
56 ASSENAGON ASSET MANAGEMENT S.A. 18.7K -34.4K (-64.7%) 210.7K -357.3K (-62.9%) 0.04% -0.137 pp 0.00% -0.001 pp USD10.70 +5.1% 2 qtrs
57 AQR CAPITAL MANAGEMENT LLC 16.3K +1.3K (+8.4%) 183.4K +22.5K (+14.0%) 0.03% -0.017 pp 0.00% +0.000 pp USD11.31 -0.5% 4 qtrs
58 LEGATO CAPITAL MANAGEMENT LLC 15.4K +— (+0.0%) 173.7K +8.5K (+5.1%) 0.03% -0.020 pp 0.01% -0.003 pp USD8.53 +31.9% 7 qtrs
59 TWO SIGMA INVESTMENTS, LP 14.5K -26.7K (-64.8%) 163.0K -278.1K (-63.0%) 0.03% -0.107 pp 0.00% 0.000 pp USD10.61 +6.0% 3 qtrs
60 MARTINGALE ASSET MANAGEMENT L P 14.0K +— (+0.0%) 157.4K +7.7K (+5.1%) 0.03% -0.018 pp 0.00% +0.000 pp USD11.35 -0.9% 4 qtrs
61 JACOBS LEVY EQUITY MANAGEMENT, INC 13.8K -234.0 (-1.7%) 155.1K +5.1K (+3.4%) 0.03% -0.019 pp 0.00% +0.000 pp USD11.42 -1.5% 4 qtrs
62 MARINER, LLC 13.0K +34.0 (+0.3%) 146.6K +7.5K (+5.4%) 0.03% -0.017 pp 0.00% +0.000 pp USD7.90 +42.4% 14 qtrs
63 HIGHTOWER ADVISORS, LLC 12.1K -798.0 (-6.2%) 136.6K -1.9K (-1.3%) 0.02% -0.018 pp 0.00% +0.000 pp USD10.01 +12.4% 8 qtrs
64 CALLAN FAMILY OFFICE, LLC 11.5K +— (+0.0%) 129.4K +6.3K (+5.1%) 0.02% -0.015 pp 0.00% -0.001 pp USD10.58 +6.3% 3 qtrs
65 WILEY BROS.-AINTREE CAPITAL, LLC 10.6K -1.4K (-11.9%) 119.6K -9.5K (-7.4%) 0.02% -0.018 pp 0.00% 0.000 pp USD11.49 -2.1% 5 qtrs
66 MACKENZIE FINANCIAL CORP 10.5K +10.5K (+100.0%) 118.9K +118.9K (+100.0%) 0.02% +0.021 pp 0.00% +0.000 pp USD11.25 +0.0% 1 qtrs NEW
67 FARTHER FINANCE ADVISORS, LLC 9.3K -255.0 (-2.7%) 104.3K +2.4K (+2.3%) 0.02% -0.013 pp 0.00% 0.000 pp USD10.63 +5.8% 3 qtrs
68 BNP PARIBAS ARBITRAGE, SNC 9.2K +240.0 (+2.7%) 103.8K +7.6K (+7.9%) 0.02% -0.011 pp 0.00% +0.000 pp USD10.30 +9.2% 32 qtrs
69 DEUTSCHE BANK AG\ 8.9K +— (+0.0%) 100.6K +4.9K (+5.1%) 0.02% -0.012 pp 0.00% +0.000 pp USD9.48 +18.7% 32 qtrs
70 METLIFE INVESTMENT MANAGEMENT, LLC 8.6K +316.0 (+3.8%) 97.1K +8.1K (+9.1%) 0.02% -0.010 pp 0.00% +0.000 pp USD9.34 +20.4% 11 qtrs
71 NEW YORK STATE COMMON RETIREMENT FUND 7.8K +— (+0.0%) 87.9K +4.3K (+5.1%) 0.02% -0.010 pp 0.00% +0.000 pp USD10.23 +10.0% 27 qtrs
72 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 7.6K -90.0 (-1.2%) 85.6K +3.2K (+3.9%) 0.02% -0.010 pp 0.00% +0.000 pp USD8.83 +27.4% 7 qtrs
73 JPMORGAN CHASE & CO 6.7K -167.0 (-2.4%) 75.3K +1.9K (+2.6%) 0.01% -0.009 pp 0.00% +0.000 pp USD8.91 +26.3% 36 qtrs
74 UBS GROUP AG 4.7K -6.7K (-58.8%) 52.6K -68.9K (-56.7%) 0.01% -0.028 pp 0.00% +0.000 pp USD11.17 +0.7% 37 qtrs
75 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 3.6K +— (+0.0%) 40.4K +2.0K (+5.1%) 0.01% -0.005 pp 0.00% +0.000 pp USD11.13 +1.1% 4 qtrs
76 STATE OF ALASKA, DEPARTMENT OF REVENUE 2.0K +— (+0.0%) 22.0K +1.0K (+4.8%) 0.00% -0.003 pp 0.00% +0.000 pp USD10.70 +5.1% 2 qtrs
77 LEGAL & GENERAL GROUP PLC 1.8K -8.2K (-82.1%) 20.2K -87.1K (-81.2%) 0.00% -0.030 pp 0.00% +0.000 pp USD9.59 +17.3% 29 qtrs
78 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1.5K +— (+0.0%) 17.0K +1.0K (+6.3%) 0.00% -0.002 pp 0.00% +0.000 pp USD12.89 -12.7% 9 qtrs
79 AMERITAS INVESTMENT PARTNERS, INC. 1.5K +— (+0.0%) 16.4K +803.0 (+5.1%) 0.00% -0.002 pp 0.00% +0.000 pp USD10.29 +9.3% 27 qtrs
80 FMR LLC 1.2K -244.0 (-16.7%) 13.6K -1.9K (-12.5%) 0.00% -0.002 pp 0.00% +0.000 pp USD10.10 +11.4% 28 qtrs
81 TOWER RESEARCH CAPITAL LLC (TRC) 1.1K -236.0 (-17.7%) 12.4K -1.9K (-13.4%) 0.00% -0.002 pp 0.00% 0.000 pp USD10.44 +7.8% 23 qtrs
82 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.0K -14.3K (-93.4%) 11.3K -152.1K (-93.1%) 0.00% -0.048 pp 0.00% 0.000 pp USD9.19 +22.4% 27 qtrs
83 CWM, LLC 1.0K +19.0 (+1.9%) 11.0K +— (+0.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD9.64 +16.7% 16 qtrs
84 CITIGROUP INC 827.00 -1.0K (-55.0%) 9.3K -10.4K (-52.7%) 0.00% -0.004 pp 0.00% +0.000 pp USD11.18 +0.6% 54 qtrs
85 JONES FINANCIAL COMPANIES LLLP 716.00 +— (+0.0%) 8.1K +315.0 (+4.1%) 0.00% -0.001 pp 0.00% +0.000 pp USD8.53 +31.9% 7 qtrs
86 FINANCIAL FREEDOM, LLC 571.00 +— (+0.0%) 6.4K +315.0 (+5.2%) 0.00% -0.001 pp 0.00% +0.000 pp USD5.56 +102.3% 13 qtrs
87 AMALGAMATED BANK 513.00 -47.0 (-8.4%) 6.0K +— (+0.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD8.58 +31.1% 16 qtrs
88 PNC FINANCIAL SERVICES GROUP, INC. 492.00 +6.0 (+1.2%) 5.5K +336.0 (+6.5%) 0.00% -0.001 pp 0.00% +0.000 pp USD8.39 +34.1% 14 qtrs
89 SIGNATUREFD, LLC 292.00 +— (+0.0%) 3.3K +161.0 (+5.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD10.29 +9.3% 27 qtrs
90 STERLING CAPITAL MANAGEMENT LLC 106.00 +66.0 (+165.0%) 1.2K +765.0 (+178.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.05 +1.8% 6 qtrs
91 CAPITAL ADVISORS, LTD. LLC 48.00 -37.0 (-43.5%) 1.0K +— (+0.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD10.69 +5.2% 2 qtrs
92 EVERSOURCE WEALTH ADVISORS, LLC 52.00 -8.0 (-13.3%) 585.00 -57.0 (-8.9%) 0.00% 0.000 pp 0.00% +0.000 pp USD11.31 -0.5% 5 qtrs
93 GAMMA INVESTING LLC 50.00 +— (+0.0%) 563.00 +28.0 (+5.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD11.50 -2.2% 5 qtrs
94 OPTIVER HOLDING B.V. 42.00 +— (+0.0%) 472.00 +23.0 (+5.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD10.69 +5.2% 2 qtrs
95 MASSMUTUAL TRUST CO FSB/ADV 26.00 +— (+0.0%) 293.00 +15.0 (+5.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.54 -2.5% 5 qtrs
96 NISA INVESTMENT ADVISORS, LLC 23.00 +— (+0.0%) 259.00 +13.0 (+5.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.57 +6.4% 3 qtrs
97 IFP ADVISORS, INC 20.00 -1.0 (-4.8%) 225.00 +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.55 +6.6% 3 qtrs
98 TRUE WEALTH DESIGN, LLC 8.00 +— (+0.0%) 90.00 +4.0 (+4.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.38 -1.1% 5 qtrs
99 MAI CAPITAL MANAGEMENT 5.00 +5.0 (+100.0%) 57.00 +57.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.20 +0.4% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 52 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Acuitas Small Cap Active ETF AIMS 0.16% 121.8K 0.75%
2 iShares Micro-Cap ETF IWC 0.04% 614.6K 0.60%
3 U.S. Micro Cap Portfolio ETF DFMC 0.03% 2.40M 0.43%
4 U.S. Small Cap Growth Portfolio: ETF Class Shares DUSG 0.02% 334.1K 0.33%
5 Vanguard Russell 2000 Growth ETF VTWG 0.01% 161.4K 0.06%
6 iShares Russell 2000 Growth ETF IWO 0.01% 1.40M 0.24%
7 iShares Russell 2000 BuyWrite ETF IWMW 0.01% 4.6K 0.39%
8 iShares Russell 2000 ETF IWM 0.01% 6.68M 0.19%
9 Dimensional - US Small Cap ETF DFAS 0.01% 1.09M 0.26%
10 iShares Russell 2000 Value ETF IWN 0.01% 951.5K 0.24%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.89
Bullish
Ratio by volume
2.92
Bullish
Buys
17
Sells
9
Shares acquired
327.4K
Shares disposed
112.3K
Cash buys
Cash sales
Net activity
+215,182
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 Thakkar Jemin M Officer Class A Common Stock 0 0.00 13,988 D
2026-03-16 Bart Andrew John Officer A-Award A Class A Common Stock 31,810 0.00 162,608 D
2026-03-11 Verma Rohit Officer F-InKind D Class A Common Stock 27,587 10.76 296.8K 270,461 D
2026-03-11 Van Bakel Patrick J Officer F-InKind D Class A Common Stock 11,922 10.76 128.3K 103,401 D
2026-03-11 Thomas Larry Climeteen Officer F-InKind D Class A Common Stock 12,816 10.76 137.9K 276,089 D
2026-03-11 Stevenson Tami E. Officer F-InKind D Class A Common Stock 8,516 10.76 91.6K 41,468 D
2026-03-11 SWAIN WILLIAM B JR Director / Officer A-Award A Class A Common Stock 31,810 0.00 366,339 D
2026-03-11 Hoberman Michael J Officer F-InKind D Class A Common Stock 11,095 11.00 122.0K 25,039 D
2026-03-11 Boudreau Holly B Officer A-Award A Class A Common Stock 7,952 0.00 30,747 D
2026-02-09 Shore Amy Taylor Director A-Award A Class A Common Stock 11,111 0.00 17,267 D
2026-02-09 Patel Rahul Director A-Award A Class A Common Stock 11,111 0.00 100,519 D
2026-02-09 MURPHY JOEL T Director A-Award A Class A Common Stock 11,111 0.00 26,554 D
2026-02-09 HANNUSCH LISA G Director A-Award A Class A Common Stock 11,111 0.00 83,802 D
2026-02-09 DONNER FRED ROBERT Director A-Award A Class A Common Stock 11,111 0.00 29,674 D
2026-02-09 Crawford Jesse C JR Director A-Award A Class A Common Stock 11,111 0.00 1,519,185 D
2026-02-09 CRAWFORD JESSE C Director / 10% Owner A-Award A Class A Common Stock 11,111 0.00 5,458,299 D
2026-02-09 Bready Cameron M Director A-Award A Class A Common Stock 11,111 0.00 47,787 D
2026-02-09 Beale Inga K Director A-Award A Class A Common 11,111 0.00 73,791 D
2026-01-01 Boudreau Holly B Officer Class A Common Stock 0 0.00 22,795 D
2025-12-16 Verma Rohit Director / Officer F-InKind D Class A Common Stock 23,791 11.00 261.7K 237,608 D
2025-12-16 Verma Nidhi Officer F-InKind D Class A Common Stock 3,008 11.00 33.1K 7,041 D
2025-12-16 Van Bakel Patrick J Officer F-InKind D Class A Common Stock 10,271 11.00 113.0K 93,056 D
2025-12-16 Thomas Larry Climeteen Officer F-InKind D Class A Common Stock 10,608 11.00 116.7K 257,095 D
2025-12-16 Stevenson Tami E. Officer A-Award A Class A Common Stock 8,320 0.00 34,602 D
2025-12-16 SWAIN WILLIAM B JR Officer F-InKind D Class A Common Stock 12,203 11.00 134.2K 334,529 D
2025-12-16 Hoberman Michael J Officer F-InKind D Class A Common Stock 3,192 11.00 35.1K 13,867 D
2025-12-16 Belcastro Anthony Patrick Officer A-Award A Class A Common Stock 3,369 0.00 3,369 D
2025-12-16 Bart Andrew John Officer F-InKind D Class A Common Stock 3,190 11.00 35.1K 130,798 D
2025-12-11 Verma Rohit Director / Officer S-Sale D Class A Common Stock 125,414 11.00 1.38M 205,084 D
2025-07-01 Verma Rohit Director / Officer J-Other A Class A Common Stock 2,896 7.25 21.0K 207,980 D
2025-07-01 Verma Nidhi Officer J-Other A Class A Common Stock 2,868 7.25 20.8K 9,909 D
2025-06-10 Shore Amy Taylor Director A-Award A Class A Common Stock 6,156 0.00 6,156 D
2025-06-06 Shore Amy Taylor Director Class B Common Stock 0 0.00 0 D
2025-01-27 CRAWFORD JESSE C Director / 10% Owner J-Other D Class A Common Stock 9,845 0.00 0 I
2023-12-19 Verma Rohit Director / Officer F-InKind D Class A Common Stock 19,271 11.06 213.1K 268,654
2023-12-19 Van Bakel Patrick J Officer F-InKind D Class A Common Stock 12,620 11.06 139.6K 74,105
2023-12-19 Thomas Larry Climeteen Officer F-InKind D Class A Common Stock 8,205 11.06 90.7K 221,227
2023-12-19 Stevenson Tami E. Officer F-InKind D Class A Common Stock 8,713 11.06 96.4K 35,726
2023-12-19 SWAIN WILLIAM B JR Officer F-InKind D Class A Common Stock 14,552 11.06 160.9K 312,262
2023-12-19 Blanco Joseph O Director / Officer F-InKind D Class A Common Stock 15,213 11.06 168.3K 277,275
2023-12-19 Bart Andrew John Officer F-InKind D Class A Common Stock 14,479 11.06 160.1K 130,061
2023-12-07 Stevenson Tami E. Officer F-InKind D Class A Common Stock 8,024 11.18 89.7K 24,218
2023-12-07 Blanco Joseph O Director / Officer M-Exempt D Employee Stock Option 38,880 9.70 377.1K 0
2023-11-21 Hoberman Michael J Officer S-Sale D Class A Common Stock 1,200 10.79 12.9K 6,676
2023-11-06 DONNER FRED ROBERT Director A-Award A Class A Common Stock 1,572 0.00 1,572
2023-11-02 DONNER FRED ROBERT Director D Class A Common Stock 0 0.00 0
2023-09-06 Hoberman Michael J Officer S-Sale D Class A Common Stock 1,500 10.31 15.5K 7,876
2023-07-03 Verma Rohit Director / Officer J-Other A Class A Common Stock 3,198 6.44 20.6K 271,852
2023-07-03 Blanco Joseph O Director / Officer J-Other A Class A Common Stock 3,198 6.44 20.6K 241,938
2023-02-13 Williams Donald R. Director A-Award A Class A Common Stock 14,876 0.00 89,737
2023-02-13 Patel Rahul Director A-Award A Class A Common Stock 14,876 0.00 84,417
2023-02-13 Ogburn Charles H Director A-Award A Class A Common Stock 14,876 0.00 457,146
2023-02-13 Jarrard Michelle Director A-Award A Class A Common Stock 14,876 0.00 86,230
2023-02-13 HANNUSCH LISA G Director A-Award A Class A Common Stock 14,876 0.00 55,700
2023-02-13 Crawford Jesse C JR Director A-Award A Class A Common Stock 14,876 0.00 1,491,083
2023-02-13 CRAWFORD JESSE C Director / 10% Owner A-Award A Class A Common Stock 14,876 0.00 5,430,197
2023-02-13 Bready Cameron M Director A-Award A Class A Common Stock 14,876 0.00 19,685
2023-02-13 Beale Inga K Director A-Award A Class A Common 14,876 0.00 45,689
2022-12-15 Verma Rohit Officer F-InKind D Class A Common Stock 14,518 6.12 88.9K 223,896
2022-12-15 Verma Nidhi Officer F-InKind D Class A Common Stock 191 6.12 1.2K 445
2022-12-15 Van Bakel Patrick J Officer F-InKind D Class A Common Stock 8,986 6.12 55.0K 63,136
2022-12-15 Thomas Larry Climeteen Officer F-InKind D Class A Common Stock 6,237 6.12 38.2K 181,233
2022-12-15 Stevenson Tami E. Officer F-InKind D Class A Common Stock 5,929 6.12 36.3K 19,679
2022-12-15 SWAIN WILLIAM B JR Officer F-InKind D Class A Common Stock 11,040 6.12 67.6K 293,085
2022-12-15 Carden Dalerick Mandel Officer F-InKind D Class A Common Stock 1,219 6.12 7.5K 57,315
2022-12-15 CRAWFORD JESSE C Director P-Purchase A Class B Common Stock 4,500 5.29 23.8K 2,084,754
2022-12-15 Blanco Joseph O Officer F-InKind D Class A Common Stock 12,089 6.12 74.0K 202,325
2022-12-15 Bart Andrew John Officer F-InKind D Class A Common Stock 9,390 6.12 57.5K 113,732
2022-12-12 CRAWFORD JESSE C Director P-Purchase A Class B Common Stock 5,000 5.44 27.2K 2,080,254
2022-12-07 CRAWFORD JESSE C Director P-Purchase A Class B Common Stock 2,099 5.83 12.2K 2,075,254
2022-12-06 CRAWFORD JESSE C Director P-Purchase A Class B Common Stock 2,901 5.74 16.7K 2,073,155
2022-11-30 Verma Rohit Officer P-Purchase A Class B Common Stock 100 5.80 580.00 8,000
2022-11-29 Verma Rohit Officer P-Purchase A Class B Common Stock 100 5.86 586.00 7,900
2022-11-28 Verma Rohit Officer P-Purchase A Class B Common Stock 100 5.85 585.00 7,800
2022-11-23 Verma Rohit Officer P-Purchase A Class B Common Stock 100 5.91 591.00 7,600
2022-11-22 Verma Rohit Officer P-Purchase A Class B Common Stock 100 5.80 580.00 7,500
2022-11-21 Verma Rohit Officer P-Purchase A Class B Common Stock 100 5.85 585.00 7,300
2022-11-18 Verma Rohit Officer P-Purchase A Class B Common Stock 100 5.85 585.00 7,200
2022-11-17 Verma Rohit Officer P-Purchase A Class B Common Stock 100 5.80 580.00 7,100
2022-11-14 CRAWFORD JESSE C Director P-Purchase A Class B Common Stock 5,000 5.88 29.4K 2,070,254
2022-09-15 Bready Cameron M Director A-Award A Class A Common Stock 4,809 0.00 4,809
2022-09-12 Burke Benedict V Officer P-Purchase A Class A Common Stock 525 6.13 3.2K 21,187
2022-07-01 Verma Rohit Officer J-Other A Class A Common Stock 2,692 6.63 17.8K 190,179
2022-07-01 Verma Nidhi Officer D Class A Common Stock 0 0.00 0
2022-07-01 Blanco Joseph O Officer J-Other A Class A Common Stock 2,692 6.63 17.8K 205,017
2022-02-14 Williams Donald R. Director A-Award A Class A Common Stock 11,764 0.00 74,861
2022-02-14 Patel Rahul Director A-Award A Class A Common Stock 11,764 0.00 69,541
2022-02-14 Ogburn Charles H Director A-Award A Class A Common Stock 11,764 0.00 442,270
2022-02-14 Crawford Jesse C JR Director A-Award A Class A Common Stock 11,764 0.00 1,187,368
2022-02-14 CRAWFORD JESSE C Director A-Award A Class A Common Stock 11,764 0.00 5,406,321
2022-02-14 Beale Inga K Director A-Award A Class A Common 11,764 0.00 30,813
2022-01-21 Stevenson Tami E. Officer F-InKind D Class A Common Stock 877 7.60 6.7K 11,850
2022-01-11 Crawford Jesse C JR Director G-Gift A Class A Common Stock 288,839 0.00 1,476,207
2022-01-11 CRAWFORD JESSE C Director G-Gift D Class A Common Stock 288,839 0.00 288,840
2021-12-17 Verma Rohit Director / Officer F-InKind D Class A Common Stock 22,373 7.60 170.0K 187,487
2021-12-17 Van Bakel Patrick J Officer F-InKind D Class A Common Stock 13,396 7.60 101.8K 29,371
2021-12-17 Thomas Larry Climeteen Officer F-InKind D Class A Common Stock 11,171 7.60 84.9K 161,854
2021-12-17 Stevenson Tami E. Officer F-InKind D Class A Common Stock 2,530 7.60 19.2K 9,091
2021-12-17 Sawdey Bonnie Cecilia Officer A-Award A Class A Common Stock 27,525 0.00 98,557
2021-12-17 SWAIN WILLIAM B JR Officer F-InKind D Class A Common Stock 19,772 7.60 150.3K 278,509
2021-12-17 Jones Michael D Officer A-Award A Class A Common Stock 24,808 0.00 52,327
2021-12-17 Carden Dalerick Mandel Officer A-Award A Class A Common Stock 18,261 0.00 63,346
2021-12-17 Blanco Joseph O Director / Officer A-Award A Class A Common Stock 54,990 0.00 187,726
2021-12-17 Bart Andrew John Officer A-Award A Class A Common Stock 24,808 0.00 114,801
2021-12-07 CRAWFORD JESSE C Director / 10% Owner P-Purchase A Class B Common Stock 2,446 7.40 18.1K 2,005,254
2021-12-06 CRAWFORD JESSE C Director / 10% Owner P-Purchase A Class B Common Stock 7,554 7.37 55.7K 2,002,808
2021-12-02 Verma Rohit Director / Officer P-Purchase A Class B Common Stock 1,000 7.44 7.4K 4,000
2021-11-29 Jarrard Michelle Director P-Purchase A Class A Common Stock 2,000 8.03 16.1K 45,553
2021-09-14 Verma Rohit Director / Officer P-Purchase A Class B Common Stock 1,000 9.19 9.2K 3,000
2021-09-09 CRAWFORD JESSE C Director / 10% Owner P-Purchase A Class B Common Stock 935 9.44 8.8K 1,995,254
2021-09-08 CRAWFORD JESSE C Director / 10% Owner P-Purchase A Class B Common Stock 2,316 9.44 21.9K 1,994,319
2021-09-07 CRAWFORD JESSE C Director / 10% Owner P-Purchase A Class B Common Stock 3,279 9.46 31.0K 1,992,003
2021-09-03 CRAWFORD JESSE C Director / 10% Owner P-Purchase A Class B Common Stock 3,100 9.47 29.4K 1,988,724
2021-09-01 CRAWFORD JESSE C Director / 10% Owner P-Purchase A Class B Common Stock 120 9.50 1.1K 1,985,624
2021-08-31 CRAWFORD JESSE C Director / 10% Owner P-Purchase A Class B Common Stock 120 9.45 1.1K 1,985,504
2021-08-19 Hoberman Michael J Officer S-Sale D Class A Common Stock 4,800 10.20 49.0K 11,476
2021-07-01 Verma Rohit Director / Officer J-Other A Class A Common Stock 3,074 6.83 21.0K 135,530
2021-07-01 Thomas Larry Climeteen Officer J-Other A Class A Common Stock 3,074 6.83 21.0K 164,928
2021-07-01 Stevenson Tami E. Officer J-Other A Class A Common Stock 1,903 6.83 13.0K 10,994
2021-07-01 Sawdey Bonnie Cecilia Officer J-Other A Class A Common Stock 3,074 6.83 21.0K 93,346
2021-07-01 Carden Dalerick Mandel Officer J-Other A Class A Common Stock 228 6.83 1.6K 55,704
2021-07-01 Blanco Joseph O Director / Officer J-Other A Class A Common Stock 3,074 6.83 21.0K 174,249
2021-06-11 Jarrard Michelle Director P-Purchase A Class A Common Stock 64 9.43 600.00 43,553
2021-05-27 Jarrard Michelle Director P-Purchase A Class A Common Stock 2,000 9.69 19.4K 43,489
2021-05-26 Jarrard Michelle Director P-Purchase A Class A Common Stock 2,000 9.70 19.4K 41,489
2021-05-24 Jones Michael D Officer P-Purchase A Class A Common Stock 1,000 10.00 10.0K 27,519
2021-05-24 Hoberman Michael J Officer S-Sale D Class A Common Stock 4,950 9.68 47.9K 16,276
2021-05-18 Ogburn Charles H Director A-Award A Class A Common Stock 2,497 0.00 430,506
2021-05-18 Agadi Harshavardhan V Director D-Return D Class A Common Stock 9,933 0.00 115,097
2021-05-12 Agadi Harshavardhan V Director S-Sale D Class A Common Stock 2,590 9.60 24.9K 37,410
2021-04-01 Stevenson Tami E. Officer F-InKind D Class A Common Stock 975 10.66 10.4K 6,010
2021-03-17 Agadi Harshavardhan V Director P-Purchase A Class B Common Stock 500 9.45 4.7K 53,255
2021-03-16 Agadi Harshavardhan V Director P-Purchase A Class B Common Stock 500 9.63 4.8K 33,036
2021-03-15 Agadi Harshavardhan V Director P-Purchase A Class B Common Stock 500 9.68 4.8K 32,536
2021-03-11 Agadi Harshavardhan V Director P-Purchase A Class B Common Stock 1,000 9.77 9.8K 32,036
2021-03-09 Agadi Harshavardhan V Director S-Sale D Class A Common Stock 6,000 10.48 62.9K 131,030
2021-02-15 Williams Donald R. Director A-Award A Class A Common Stock 9,933 0.00 63,097
2021-02-15 Patel Rahul Director A-Award A Class A Common Stock 9,933 0.00 57,777
2021-02-15 Ogburn Charles H Director A-Award A Class A Common Stock 12,693 0.00 428,009
2021-02-15 Jarrard Michelle Director A-Award A Class A Common Stock 9,933 0.00 33,489
2021-02-15 HANNUSCH LISA G Director A-Award A Class A Common Stock 9,933 0.00 29,044
2021-02-15 Crawford Jesse C JR Director A-Award A Class A Common Stock 9,933 0.00 1,175,604
2021-02-15 CRAWFORD JESSE C Director / 10% Owner A-Award A Class A Common Stock 9,933 0.00 5,384,557
2021-02-15 Beale Inga K Director A-Award A Class A Common 9,933 0.00 19,049
2021-02-15 Agadi Harshavardhan V Director A-Award A Class A Common Stock 9,933 0.00 137,030
2021-02-10 Van Bakel Patrick J Officer D Employee Stock Option 21,160 9.01 190.7K 0
2021-02-10 Bart Andrew John Officer D Employee Stock Option (right to buy) 21,160 9.01 190.7K 0
2021-01-21 Van Bakel Patrick J Officer D Class B Common Stock 0 0.00 0
2021-01-21 Jones Michael D Officer D Class A Common Stock 0 0.00 26,519
2021-01-21 Hoberman Michael J Officer D Class A Common Stock 0 0.00 21,226
2020-12-31 HANNUSCH LISA G Director 0 0.00 0
2020-12-31 Crawford Jesse C JR Director 0 0.00 0
2020-12-31 CRAWFORD JESSE C Director / 10% Owner 0 0.00 0
2020-12-17 Verma Rohit Director / Officer A-Award A Class A Common Stock 24,192 0.00 139,798
2020-12-17 Thomas Larry Climeteen Officer F-InKind D Class A Common Stock 4,024 7.81 31.4K 127,148
2020-12-17 Stevenson Tami E. Officer F-InKind D Class A Common Stock 525 7.81 4.1K 6,985
2020-12-17 Sawdey Bonnie Cecilia Officer F-InKind D Class A Common Stock 3,009 7.81 23.5K 68,633
2020-12-17 SWAIN WILLIAM B JR Officer A-Award A Class A Common Stock 16,527 0.00 259,898
2020-12-17 Rigby Kieran L Officer A-Award A Class A Common Stock 16,527 0.00 94,161
2020-12-17 Carden Dalerick Mandel Officer F-InKind D Class A Common Stock 3,582 7.81 28.0K 44,967
2020-12-17 Blanco Joseph O Director / Officer F-InKind D Class A Common Stock 5,642 7.81 44.1K 132,736
2020-12-17 Bart Andrew John Officer A-Award A Class A Common Stock 8,263 0.00 89,993
2020-12-17 Agadi Harshavardhan V Director A-Award A Class A Common Stock 33,595 0.00 127,097
2020-12-08 Agadi Harshavardhan V Director G-Gift D Class A Common Stock 40,000 0.00 93,502
2020-11-06 Ogburn Charles H Director A-Award A Class A Common Stock 3,612 0.00 415,316
2020-09-16 CRAWFORD JESSE C Director / 10% Owner P-Purchase A Class B Common Stock 1,254 6.95 8.7K 1,984,254
2020-09-15 CRAWFORD JESSE C Director / 10% Owner P-Purchase A Class B Common Stock 323 6.94 2.2K 1,983,000
2020-09-14 CRAWFORD JESSE C Director / 10% Owner P-Purchase A Class B Common Stock 921 6.95 6.4K 1,982,677
2020-09-14 Agadi Harshavardhan V Director P-Purchase A Class B Common Stock 544 6.83 3.7K 52,755
2020-09-10 HANNUSCH LISA G Director P-Purchase A Class A Common Stock 2,500 7.00 17.5K 19,111
2020-09-09 Verma Rohit Director / Officer P-Purchase A Class B Common Stock 577 6.95 4.0K 2,000
2020-09-09 CRAWFORD JESSE C Director / 10% Owner P-Purchase A Class A Common Stock 3,567 7.30 26.0K 54,684
2020-09-08 Verma Rohit Director / Officer P-Purchase A Class B Common Stock 23 6.95 159.85 1,423
2020-09-08 CRAWFORD JESSE C Director / 10% Owner P-Purchase A Class A Common Stock 1,584 7.30 11.6K 51,117
2020-09-04 CRAWFORD JESSE C Director / 10% Owner P-Purchase A Class B Common Stock 8,757 7.25 63.5K 404,912
2020-09-03 CRAWFORD JESSE C Director / 10% Owner P-Purchase A Class B Common Stock 543 7.18 3.9K 396,155
2020-09-01 CRAWFORD JESSE C Director / 10% Owner P-Purchase A Class A Common Stock 4,249 7.20 30.6K 48,933
2020-08-31 Verma Rohit Officer P-Purchase A Class B Common Stock 300 6.95 2.1K 1,300
2020-08-31 CRAWFORD JESSE C Director / 10% Owner P-Purchase A Class B Common Stock 1,300 7.10 9.2K 1,988,661
2020-08-24 Agadi Harshavardhan V Director P-Purchase A Class B Common Stock 2,155 7.42 16.0K 37,652
2020-08-21 Agadi Harshavardhan V Director P-Purchase A Class B Common Stock 5,000 7.48 37.4K 33,497
2020-08-20 Agadi Harshavardhan V Director P-Purchase A Class B Common Stock 375 7.47 2.8K 28,497
2020-08-19 Verma Rohit Director / Officer P-Purchase A Class B Common Stock 1,000 7.90 7.9K 1,000
2020-08-14 Agadi Harshavardhan V Director S-Sale D Class A Common Stock 7,600 8.16 62.0K 139,402
2020-08-13 Agadi Harshavardhan V Director S-Sale D Class A Common Stock 9,400 8.24 77.4K 147,002
2020-08-12 Agadi Harshavardhan V Director P-Purchase A Class B Common Stock 5,453 7.88 43.0K 14,453
2020-08-11 Agadi Harshavardhan V Director P-Purchase A Class B Common Stock 9,000 8.02 72.2K 9,000
2020-08-07 CRAWFORD JESSE C Director / 10% Owner P-Purchase A Class B Common Stock 535 7.10 3.8K 1,980,361
2020-08-07 Burke Benedict V Officer P-Purchase A Class A Common Stock 850 7.58 6.4K 20,662
2020-08-07 Blanco Joseph O Director / Officer P-Purchase A Class B Common Stock 9,500 7.19 68.3K 30,000
2020-08-06 CRAWFORD JESSE C Director / 10% Owner P-Purchase A Class B Common Stock 8,070 7.02 56.7K 1,980,826
2020-08-06 Blanco Joseph O Director / Officer P-Purchase A Class B Common Stock 5,500 6.90 38.0K 20,500
2020-08-04 Ogburn Charles H Director A-Award A Class A Common Stock 3,188 0.00 411,704
2020-07-30 Stevenson Tami E. Officer A-Award A Employee Stock Option (Right to Buy) 12,563 7.14 89.7K 12,563
2020-06-30 Sawdey Bonnie Cecilia Officer J-Other A Class A Common Stock 2,399 6.71 16.1K 71,032
2020-06-30 Carden Dalerick Mandel Officer J-Other A Class A Common Stock 118 6.71 791.78 45,085
2020-06-30 Blanco Joseph O Director / Officer J-Other A Class A Common Stock 2,399 6.71 16.1K 119,788
2020-06-15 SWAIN WILLIAM B JR Officer P-Purchase A Class B Common Stock 1,000 7.00 7.0K 1,000
2020-06-15 Agadi Harshavardhan V Director P-Purchase A Class B Common Stock 171 6.98 1.2K 31,036
2020-06-12 Agadi Harshavardhan V Director P-Purchase A Class B Common Stock 6,011 6.57 39.5K 30,865

Executive team

Top executives
EBIT / Employee
5.8K
Shares Outstanding
49.37M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2010 D.A. Isaac Executive Vice President; Chief Executive Officer — The Garden City Group, Inc 647.5K 523.6K 600.0K 5.01M 6.78M 7.72%
2 2010 J.T. Bowman President and Chief Executive Officer 730.0K 214.2K 507.9K 111.9K 1.57M 13.67%
3 2010 I.V. Muress Executive Vice President; Chief Executive Officer — EMEA/A-P 617.0K 59.4K 290.5K 79.4K 1.05M 5.68%
4 2010 A.W. Nelson Executive Vice President — General Counsel; Corporate Secretary and Chief Administrative Officer 425.0K 89.1K 216.1K 14.2K 744.8K 11.96%
5 2010 W.B. Swain Executive Vice President — Chief Financial Officer 400.0K 89.1K 203.4K 18.9K 733.6K 12.15%
6 2009 D.A. Isaac Executive Vice President; Chief Executive Officer — The Garden City Group, Inc 630.0K 2.48M 3.11M 0.00%
7 2009 J.T. Bowman President and Chief Executive Officer 730.0K 373.3K 40.2K 127.2K 1.27M 29.32%
8 2009 I.V. Muress Executive Vice President; Chief Executive Officer — EMEA/A-P 601.9K 123.1K 299.0K 77.7K 1.10M 11.17%
9 2009 A.W. Nelson Executive Vice President — General Counsel; Corporate Secretary and Chief Administrative Officer 425.0K 231.8K 17.2K 9.1K 683.6K 33.91%
10 2009 W.B. Swain Executive Vice President — Chief Financial Officer 400.0K 184.6K 16.2K 35.8K 664.7K 27.77%
11 2008 D.A. Isaac Executive Vice President; Chief Executive Officer — The Garden City Group, Inc 630.0K 2.26M 2.89M 0.00%
12 2008 J.T. Bowman President and Chief Executive Officer 700.0K 577.5K 595.8K 95.5K 2.61M 22.16%
13 2008 I.V. Muress Executive Vice President; Chief Executive Officer — EMEA/A-P 760.0K 308.0K 515.5K 98.8K 1.68M 18.31%
14 2008 A.W. Nelson Executive Vice President — General Counsel; Corporate Secretary and Chief Administrative Officer 425.0K 462.0K 264.4K 43.4K 1.19M 38.66%
15 2008 W.B. Swain Executive Vice President — Chief Financial Officer 400.0K 462.0K 248.8K 26.9K 1.14M 40.61%
16 2006 D. A. Isaac Chief Executive Officer — The Garden City Group, Inc. 600.0K 524.8K 600.0K 3.49M 5.23M 10.04%
17 2006 T. W. Crawford President and Chief Executive Officer 730.0K 400.0K 23.8K 69.1K 1.48M 1.61%
18 2006 J. T. Bowman Chief Operating Officer — Global Property Casualty 500.0K 250.0K 75.9K 55.8K 988.5K 7.68%
19 2006 K. B. Frawley Executive Vice President — Financial Administrative Services 512.7K 200.0K 45.6K 779.1K 0.00%
20 2006 J. F. Giblin Executive Vice President — Chief Financial Officer 130.9K 7.1K 290.0K 440.6K 1.60%
21 2006 W. B. Swain Executive Vice President — Chief Financial Officer 258.5K 20.0K 7.5K 23.2K 321.9K 2.34%
22 2005 K. B. Frawley Executive Vice President – Financial Admin. Services 429.2K 600.0K 16.5K 1.05M 0.00%
23 2005 T. W. Crawford President and Chief Executive Officer 657.0K 200.0K 4.9K 861.9K 0.00%
24 2005 J. T. Bowman Chief Operating Officer – Global Property Casualty 405.0K 20.0K 26.5K 451.6K 0.00%
25 2005 J. F. Giblin Executive Vice President and Chief Financial Officer 362.3K 10.6K 22.2K 395.1K 0.00%
26 2005 R. R. Kulbick Senior Vice President 277.3K 11.0K 7.1K 295.4K 0.00%
27 2004 J. F. Giblin Executive Vice President and Chief Financial Officer 336.3K 35.0K 17.5K 388.8K 0.00%
28 2004 J. T. Bowman Chief Operating Officer – Global Property Casualty 315.4K 25.0K 20.7K 361.1K 0.00%
29 2004 T. W. Crawford President and Chief Executive Officer 200.0K 133.3K 28.00 333.4K 0.00%
30 2004 R. R. Kulbick Senior Vice President 43.3K 3.0K 1.2K 47.5K 0.00%
31 2004 K. B. Frawley Executive Vice President – Financial Admin. Services
32 2003 J. F. Giblin Executive Vice President and Chief Financial Officer 322.8K 16.5K 339.3K 0.00%
33 2003 J. T. Bowman Chief Operating Officer – Global Property Casualty 288.4K 20.4K 308.8K 0.00%
34 2003 R. R. Kulbick Senior Vice President
35 2003 K. B. Frawley Executive Vice President – Financial Admin. Services
36 2003 T. W. Crawford President and Chief Executive Officer
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-09 DEF 14A
2025-04-07 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-05-04 10-Q
2026-04-29 SC 13G
2026-04-09 DEF 14A
2026-04-09 3
2026-03-31 8-K
2026-03-26 SC 13G/A
2026-03-23 8-K
2026-03-20 4/A
2026-03-20 4/A

Executive team

NameTitleCompensationGender
Andrew John Bart Executive Vice President & Chief Executive Officer of International Operations 923.3K male
Michael J. Hoberman EVP & Chief Executive Officer of U.S. Operations 868.5K male
William Bruce Swain Jr. President, CEO & Director 848.0K male
Holly Belcher Boudreau Executive Vice President & Chief Financial Officer 620.5K female
Jemin Thakkar Global Chief Information Officer male
Lance Malcolm President of U.S. Network Solutions male
Dalerick Mandel Carden Senior Vice President of Finance male
Michelle Montgomery Chief Marketing Officer female
Nidhi Verma Senior Vice President and Chief People & ESG Officer female
Tami E. Stevenson Senior Vice President, General Counsel & Corporate Secretary female
Daniel Volk Chief Information Officer male
Anthony Patrick Belcastro Senior Vice President, Controller & Chief Accounting Officer male
ESG Rating
C+
INSURANCE - BROKERS
2016
E (Environmental)
67.9 / 62.1
Company / Sector avg.
S (Social)
73.4 / 65.4
Company / Sector avg.
G (Governance)
63.9 / 63.7
Company / Sector avg.
ESG Total
68.4 / 63.7
Company / Sector avg.
ESG Score History INSURANCE - BROKERS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits