Crawford & Company (CRD-A)
Atlanta, GA, US
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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.40% | +2.59% | -7.04% | -6.69% | -12.16% | -12.00% | -10.81% | +0.81% | +2.59% | +48.43% | -5.71% |
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 | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 1 |
10.00
-9.7%
|
-
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)
* 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 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
|
| 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
Ownership Overview
| # | 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)
| # | 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 |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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 | — | — | — | — | — | — | — | — | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for CRD-A
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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