Subscribe

Civeo Corporation (CVEO)

USD34.19 +2.17 (+6.78%)
US NYSE Industrials Specialty Business Services
Address Three Allen Center 77002
Houston, TX, US
CEO Bradley J. Dodson
Website civeo.com
IPO 2014-05-19
CIK 1590584 ISIN CA17878Y2078

Explore sections of this company profile

Description

Civeo Corporation specializes in providing comprehensive hospitality and lodging solutions for the natural resource sector across Canada, Australia, and the United States. The company constructs and operates both permanent and temporary workforce accommodations, including large-scale lodges and villages, as well as versatile mobile units like modular and skid-mounted camps. Beyond housing, Civeo delivers a broad spectrum of integrated support services, such as catering, housekeeping, property maintenance, laundry, utility provision (including water/wastewater treatment and power generation), communication systems, security, and logistics. They also offer full development capabilities for these facilities, encompassing site selection, regulatory permitting, engineering design, manufacturing coordination, and on-site construction. With ownership and operation of 27 lodges and villages featuring approximately 28,000 rooms, alongside a fleet of mobile accommodation assets, Civeo serves major clients in the oil, mining, engineering, and associated service industries. The company's headquarters are located in Houston, Texas.

News Sentiment (7d)
79 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD34.19 +2.17 (+6.78%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
101.8K
Beta
0.73
Float Shares
6.99M
Free Float %
55.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.16% +5.01% +13.67% +12.71% +46.35% +41.10% +55.89% +55.82% +94.40% +43.81% -88.21%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (10 ratings, all time) Buy
Price Targets & DCF
Current price
34.19
Low 37.00 +8.2%
Consensus 37.00 +8.2%
Median 37.00 +8.2%
High 37.00 +8.2%
DCF (Unlevered) 79.05 +131.2%
DCF (Levered) 56.96 +66.6%

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 0 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
37.00
+8.2%
Last Year 2
35.00
+2.4%
All Time 3
32.67
-4.4%
Quality scores
Altman Z-Score
-0.83
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Specialty Business Services: +7.6%
    -6.3% Q1'26: +19.9% (vs Q1'25)
  • EPS growth Specialty Business Services: +24.4%
    -33.6% Q1'26: +52.8% (vs Q1'25)
  • FCF margin FCF growth · Specialty Business Services: +27.6%
    +0.5% Q1'26: -8.0% (vs Q1'25)
  • EBIT margin Specialty Business Services: +9.0%
    +0.8% Q1'26: +1.6% (vs Q1'25)
  • ROIC Specialty Business Services: +7.8%
    +1.4% Q1'26: +3.0% (vs Q1'25)
  • Share dilution Specialty Business Services: +0.4%
    -11.5% Q1'26: -18.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Specialty Business Services: -0.21×
    2.50× Q1'26: 2.82× (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 (0.73) × ERP
WACC = 68% × Ke + 32% × Kd (5.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 78.18 Current price: 34.19
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.
3 EPS Ana.
Dec 2027
3 Rev. Ana.
3 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
517.96M
est: 527.00M (-1.7%)
397.23M
est: 397.30M (0.0%)
382.28M
est: 376.28M (+1.6%)
466.69M
est: 468.76M (-0.4%)
527.56M
est: 509.70M (+3.5%)
529.73M
est: 518.00M (+2.3%)
594.46M
est: 577.17M (+3.0%)
697.05M
est: 680.90M (+2.4%)
700.81M
est: 699.33M (+0.2%)
682.12M
est: 693.72M (-1.7%)
638.85M
est: 647.45M (-1.3%)
686.19M
677.70M – 693.06M
+6.0% YoY
722.04M
711.30M – 732.33M
+5.2% YoY
745.50M
735.32M – 754.58M
+3.2% YoY
EBITDA
11.82M
est: 189.54M (-93.8%)
38.04M
est: 37.23M (+2.2%)
29.14M
est: 22.01M (+32.4%)
38.89M
est: 60.40M (-35.6%)
82.08M
est: 135.72M (-39.5%)
-30.18M
est: 115.41M (-126.2%)
101.94M
est: 64.48M (+58.1%)
109.95M
est: 174.65M (-37.0%)
128.68M
est: 103.08M (+24.8%)
70.07M
est: 102.26M (-31.5%)
77.58M
est: 95.43M (-18.7%)
101.14M
99.89M – 102.16M
+6.0% YoY
106.43M
104.85M – 107.95M
+5.2% YoY
109.89M
108.39M – 111.23M
+3.2% YoY
EBIT
-141.17M
est: -150.65M (+6.3%)
-93.27M
est: -107.08M (+12.9%)
-97.31M
est: -81.47M (-19.4%)
-86.95M
est: -107.71M (+19.3%)
-41.69M
est: -27.27M (-52.9%)
-126.73M
est: -247.41M (+48.8%)
18.84M
est: -11.03M (+270.8%)
22.21M
est: 27.88M (-20.4%)
53.54M
est: 21.18M (+152.7%)
2.04M
est: 21.01M (-90.3%)
4.96M
est: 19.61M (-74.7%)
20.79M
20.53M – 20.99M
+6.0% YoY
21.87M
21.55M – 22.18M
+5.2% YoY
22.58M
22.27M – 22.86M
+3.2% YoY
Net Income
-131.76M
est: -151.78M (+13.2%)
-96.39M
est: -106.51M (+9.5%)
-105.71M
est: -87.65M (-20.6%)
-82.24M
est: -78.51M (-4.8%)
-58.33M
est: -27.65M (-111.0%)
-134.25M
est: -189.55M (+29.2%)
1.35M
est: -7.00M (+119.3%)
4.00M
est: 10.13M (-60.5%)
30.16M
est: 26.89M (+12.2%)
-17.07M
est: -2.53M (-575.4%)
-20.07M
est: -14.04M (-43.0%)
-7.31M
-14.22M – 2.39M
+47.9% YoY
8.00M
6.17M – 11.96M
+209.4% YoY
— – —
-100.0% YoY
SGA
68.44M
est: 463.68M (-85.2%)
55.30M
est: 202.62M (-72.7%)
63.43M
est: 156.62M (-59.5%)
69.07M
est: 268.55M (-74.3%)
59.59M
est: 223.15M (-73.3%)
53.66M
est: 192.70M (-72.2%)
60.60M
est: 59.42M (+2.0%)
69.96M
est: 104.51M (-33.1%)
72.61M
est: 74.32M (-2.3%)
73.35M
est: 73.73M (-0.5%)
75.34M
est: 68.81M (+9.5%)
72.92M
72.02M – 73.65M
+6.0% YoY
76.74M
75.59M – 77.83M
+5.2% YoY
79.23M
78.15M – 80.19M
+3.2% YoY
EPS
-14.88
est: -4.36 (-241.3%)
-10.81
est: -7.14 (-51.4%)
-9.88
est: -6.77 (-46.0%)
-6.28
est: -4.98 (-26.1%)
-4.19
est: -2.46 (-70.3%)
-9.64
est: -0.33 (-2,821.2%)
-0.04
est: -0.49 (+91.8%)
-0.21
est: 0.56 (-137.5%)
2.02
est: 2.12 (-4.8%)
-1.19
est: -0.20 (-495.0%)
-1.59
est: -1.24 (-27.9%)
-0.67
-1.12 – 0.19
+46.4% YoY
0.77
0.49 – 0.95
+215.0% YoY
— – —
-100.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5
2026-05-08 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5
2026-05-07 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5
2026-05-06 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5
2026-05-05 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5
2026-05-04 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5
2026-05-01 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-30 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-29 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-28 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-27 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5
2026-04-24 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5
2026-04-23 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5
2026-04-22 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5
2026-04-21 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5
2026-04-20 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5
2026-04-17 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5
2026-04-16 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
6.42M
OE per share TTM
0.80
Owner's Yield
1.81%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
59.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
5
Total invested
1.21M
Insider transactions (90d)
0
Beneficial owners (>5%)
19
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Conversant Capital LLC 958.7K 6.80% 958.7K 958.7K IA, OO Cayman Islands 2022-04-12
2 Conversant GP Holdings LLC 958.7K 6.80% 958.7K 958.7K OO Cayman Islands 2022-04-12
3 Michael Simanovsky 958.7K 6.80% 958.7K 958.7K IN Cayman Islands 2022-04-12
4 The Conversant Opportunity Master Fund LP 958.7K 6.80% 958.7K 958.7K PN Cayman Islands 2022-04-12
5 Phil Frohlich 787.5K 5.50% 787.5K 787.5K HC, IN U.S. Citizen 2022-02-09
6 Prescott Group Aggressive Small Cap II, L.P. 787.5K 5.50% 787.5K PN State of Oklahoma 2022-02-09
7 Prescott Group Aggressive Small Cap Master Fund, G.P. 787.5K 5.50% 787.5K PN State of Oklahoma 2022-02-09
8 Prescott Group Aggressive Small Cap, L.P. 787.5K 5.50% 787.5K PN State of Oklahoma 2022-02-09
9 Prescott Group Capital Management, L.L.C. 787.5K 5.50% 787.5K 787.5K IA State of Oklahoma 2022-02-09
10 on behalf of the TCW Business Unit 744.5K 5.10% HC, CO Nevada corporation 2024-02-12
11 13-3127734 724.6K 5.09% 646.2K 724.6K HC Delaware 2022-02-11
12 26-0385758 724.6K 5.09% 646.2K 724.6K IA Delaware 2022-02-11
13 Lance Torgerson 689.0K 4.70% 689.0K 689.0K IN 2023-11-02
14 Tammy Torgerson 689.0K 4.70% 689.0K 689.0K IN 2023-11-02
15 Torlowna Investments Ltd. 528.9K 3.60% 528.9K 528.9K CO 2023-11-02
16 989677 Alberta Ltd. 160.1K 1.10% 160.1K 160.1K CO 2023-11-02
17 Svenco Investments Ltd. 160.1K 1.10% 160.1K 160.1K CO 2023-11-02
18 Richard Torgerson 0.00% IN 2023-11-02
19 Torgerson Family Trust 0.00% OO 2023-11-02

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
5
-59 vs prev Q
New positions
0
Closed positions
58
Increased
1
Reduced
2
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 HORIZON KINETICS ASSET MANAGEMENT LLC 2.45M -241.0K (-9.0%) 56.02M -5.9M (-9.5%) 18.77% -1.332 pp 0.76% +0.003 pp USD16.17 +41.4% 21 qtrs
2 ENGINE CAPITAL MANAGEMENT, LP 1.34M +— (+0.0%) 30.60M -174.0K (-0.6%) 10.25% +0.256 pp 4.23% +0.571 pp USD23.00 -0.6% 4 qtrs
3 885.00 +885.0 (+100.0%) 20.24M +20.2M (+100.0%) 0.01% +0.007 pp 0.02% +0.016 pp USD22.87 +0.0% 1 qtrs NEW
4 TCW GROUP INC 842.6K +— (+0.0%) 19.27M -109.5K (-0.6%) 6.46% +0.161 pp 0.14% -0.024 pp USD20.82 +9.8% 19 qtrs
5 DIMENSIONAL FUND ADVISORS LP 628.2K +9.8K (+1.6%) 14.37M +143.9K (+1.0%) 4.81% +0.193 pp 0.00% +0.000 pp USD21.09 +8.4% 21 qtrs
6 AMERICAN CENTURY COMPANIES INC 524.7K +20.7K (+4.1%) 12.00M +407.2K (+3.5%) 4.02% +0.255 pp 0.01% +0.000 pp USD24.75 -7.6% 15 qtrs
7 RENAISSANCE TECHNOLOGIES LLC 524.0K -30.4K (-5.5%) 11.98M -767.3K (-6.0%) 4.01% -0.127 pp 0.02% +0.002 pp USD16.30 +40.3% 21 qtrs
8 FLAT FOOTED LLC 462.8K +176.4K (+61.6%) 10.58M +4.0M (+60.7%) 3.55% +1.406 pp 1.16% +0.344 pp USD22.97 -0.4% 3 qtrs
9 BLUE OWL CAPITAL HOLDINGS LP 370.5K +53.1K (+16.7%) 8.47M +1.2M (+16.1%) 2.84% +0.468 pp 0.63% -1.632 pp USD22.98 -0.5% 4 qtrs
10 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 306.3K +— (+0.0%) 7.01M -39.8K (-0.6%) 2.35% +0.059 pp 0.65% -0.092 pp USD14.34 +59.5% 21 qtrs
11 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 196.6K -79.0K (-28.7%) 4.50M -1.8M (-29.1%) 1.51% -0.552 pp 0.26% -0.105 pp USD23.70 -3.5% 14 qtrs
12 JB CAPITAL PARTNERS LP 193.8K +— (+0.0%) 4.43M -25.2K (-0.6%) 1.48% +0.037 pp 0.76% +0.008 pp USD15.31 +49.4% 20 qtrs
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 189.1K +52.7K (+38.6%) 4.32M +1.2M (+37.8%) 1.45% +0.430 pp 0.00% +0.000 pp USD22.99 -0.5% 4 qtrs
14 BRIDGEWAY CAPITAL MANAGEMENT, LLC 188.2K -53.0K (-22.0%) 4.30M -1.2M (-22.4%) 1.44% -0.360 pp 0.09% -0.028 pp USD22.45 +1.9% 19 qtrs
15 BOSTON PARTNERS 161.9K +17.9K (+12.4%) 3.70M +390.0K (+11.8%) 1.24% +0.164 pp 0.00% +0.000 pp USD26.24 -12.8% 13 qtrs
16 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 112.9K -9.9K (-8.1%) 2.58M -243.5K (-8.6%) 0.87% -0.053 pp 0.00% 0.000 pp USD24.88 -8.1% 9 qtrs
17 EMPOWERED FUNDS, LLC 109.2K +5.7K (+5.5%) 2.50M +116.9K (+4.9%) 0.84% +0.064 pp 0.02% -0.004 pp USD21.38 +7.0% 11 qtrs
18 GOLDMAN SACHS GROUP INC 100.1K +100.1K (+100.0%) 2.29M +2.3M (+100.0%) 0.77% +0.767 pp 0.00% +0.000 pp USD22.87 +0.0% 1 qtrs NEW
19 MILL ROAD CAPITAL MANAGEMENT LLC 91.7K +77.7K (+554.8%) 2.10M +1.8M (+551.1%) 0.70% +0.598 pp 1.25% +1.078 pp USD22.89 -0.1% 2 qtrs
20 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 81.4K -27.2K (-25.0%) 1.86M -636.0K (-25.5%) 0.62% -0.188 pp 0.01% -0.004 pp USD23.91 -4.3% 9 qtrs
21 MILLENNIUM MANAGEMENT LLC 61.0K -67.8K (-52.7%) 1.39M -1.6M (-52.9%) 0.47% -0.495 pp 0.00% -0.001 pp USD23.08 -0.9% 17 qtrs
22 RBF CAPITAL, LLC 55.0K -5.0K (-8.3%) 1.26M -122.2K (-8.8%) 0.42% -0.027 pp 0.06% -0.006 pp USD14.02 +63.1% 21 qtrs
23 GSA CAPITAL PARTNERS LLP 51.1K +5.7K (+12.5%) 1.17M +124.0K (+11.9%) 0.39% +0.052 pp 0.10% +0.014 pp USD22.99 -0.5% 5 qtrs
24 CITADEL ADVISORS LLC 42.8K -25.9K (-37.7%) 978.8K -601.3K (-38.1%) 0.33% -0.185 pp 0.00% 0.000 pp USD23.00 -0.6% 13 qtrs
25 RAYMOND JAMES FINANCIAL INC 39.5K -13.3K (-25.2%) 902.9K -311.6K (-25.7%) 0.30% -0.092 pp 0.00% 0.000 pp USD22.72 +0.7% 5 qtrs
26 RITHOLTZ WEALTH MANAGEMENT 36.9K -5.0K (-12.0%) 843.5K -120.5K (-12.5%) 0.28% -0.031 pp 0.02% -0.003 pp USD23.07 -0.9% 6 qtrs
27 SEI INVESTMENTS CO 35.0K +35.0K (+100.0%) 800.5K +800.5K (+100.0%) 0.27% +0.268 pp 0.00% +0.001 pp USD22.87 +0.0% 1 qtrs NEW
28 LIDO ADVISORS, LLC 25.9K +2.9K (+12.7%) 595.5K +66.7K (+12.6%) 0.20% +0.027 pp 0.00% +0.000 pp USD22.74 +0.6% 5 qtrs
29 EXODUSPOINT CAPITAL MANAGEMENT, LP 25.0K +25.0K (+100.0%) 572.9K +572.9K (+100.0%) 0.19% +0.192 pp 0.00% +0.005 pp USD22.87 +0.0% 1 qtrs NEW
30 LPL FINANCIAL LLC 21.0K -1.3K (-5.7%) 481.0K -31.9K (-6.2%) 0.16% -0.006 pp 0.00% +0.000 pp USD16.46 +38.9% 21 qtrs
31 TWO SIGMA INVESTMENTS, LP 20.1K -1.0K (-4.8%) 458.7K -25.7K (-5.3%) 0.15% -0.004 pp 0.00% 0.000 pp USD24.35 -6.1% 13 qtrs
32 MOORS & CABOT, INC. 14.0K -350.0 (-2.4%) 320.0K -9.9K (-3.0%) 0.11% +0.000 pp 0.01% -0.001 pp USD15.41 +48.4% 21 qtrs
33 VANGUARD GROUP INC 11.1K -1.4K (-11.4%) 253.5K -34.2K (-11.9%) 0.08% -0.009 pp 0.00% +0.000 pp USD23.09 -1.0% 3 qtrs
34 HIGHTOWER ADVISORS, LLC 10.8K +— (+0.0%) 246.8K -1.4K (-0.6%) 0.08% +0.002 pp 0.00% +0.000 pp USD23.09 -1.0% 3 qtrs
35 INVESCO LTD. 10.6K -3.4K (-24.5%) 243.5K -80.7K (-24.9%) 0.08% -0.024 pp 0.00% +0.000 pp USD25.44 -10.1% 16 qtrs
36 TWO SIGMA ADVISERS, LP 9.8K -917.0 (-8.6%) 223.3K -22.4K (-9.1%) 0.07% -0.005 pp 0.00% 0.000 pp USD24.97 -8.4% 14 qtrs
37 STATE STREET CORP 9.2K -144.0 (-1.5%) 210.5K -4.5K (-2.1%) 0.07% +0.001 pp 0.00% +0.000 pp USD23.00 -0.6% 2 qtrs
38 QUENT CAPITAL, LLC 5.5K +2.1K (+62.2%) 126.7K +48.2K (+61.3%) 0.04% +0.017 pp 0.01% +0.003 pp USD22.95 -0.3% 8 qtrs
39 MORGAN STANLEY 2.9K -716.0 (-19.9%) 66.1K -16.8K (-20.3%) 0.02% -0.005 pp 0.00% +0.000 pp USD21.69 +5.4% 21 qtrs
40 ADVISOR GROUP HOLDINGS, INC. 2.9K +2.6K (+1,006.5%) 65.8K +59.9K (+1,017.3%) 0.02% +0.020 pp 0.00% +0.000 pp USD22.84 +0.1% 21 qtrs
41 UBS GROUP AG 2.8K -158.0 (-5.3%) 64.9K -4.0K (-5.8%) 0.02% -0.001 pp 0.00% +0.000 pp USD21.06 +8.6% 12 qtrs
42 BLACKROCK, INC. 2.6K +82.0 (+3.3%) 59.0K +1.6K (+2.7%) 0.02% +0.001 pp 0.00% +0.000 pp USD27.26 -16.1% 6 qtrs
43 ROCKEFELLER CAPITAL MANAGEMENT L.P. 2.5K +— (+0.0%) 57.3K -326.0 (-0.6%) 0.02% +0.001 pp 0.00% +0.000 pp USD23.00 -0.6% 2 qtrs
44 SIMPLEX TRADING, LLC 1.9K +1.9K (+100.0%) 43.4K +43.4K (+100.0%) 0.01% +0.015 pp 0.00% +0.000 pp USD22.87 +0.0% 1 qtrs NEW
45 CLEARSTEAD ADVISORS, LLC 1.5K +1.0K (+191.8%) 35.2K +23.1K (+190.2%) 0.01% +0.008 pp 0.00% +0.000 pp USD22.94 -0.3% 3 qtrs
46 CITIGROUP INC 901.00 +56.0 (+6.6%) 20.6K +1.2K (+6.0%) 0.01% +0.001 pp 0.00% +0.000 pp USD23.89 -4.3% 11 qtrs
47 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 893.00 -170.0 (-16.0%) 20.4K -4.0K (-16.5%) 0.01% -0.001 pp 0.00% +0.000 pp USD19.57 +16.9% 21 qtrs
48 NEWEDGE ADVISORS, LLC 802.00 +68.0 (+9.3%) 18.3K +1.5K (+8.6%) 0.01% +0.001 pp 0.00% +0.000 pp USD22.94 -0.3% 13 qtrs
49 CWM, LLC 416.00 +— (+0.0%) 10.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD19.69 +16.2% 17 qtrs
50 JPMORGAN CHASE & CO 300.00 -256.0 (-46.0%) 6.9K -5.9K (-46.3%) 0.00% -0.002 pp 0.00% +0.000 pp USD23.06 -0.8% 11 qtrs
51 SBI SECURITIES CO., LTD. 201.00 -2.0 (-1.0%) 4.6K -72.0 (-1.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD22.72 +0.7% 5 qtrs
52 TOWER RESEARCH CAPITAL LLC (TRC) 100.00 +100.0 (+100.0%) 2.3K +2.3K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD22.87 +0.0% 9 qtrs
53 PNC FINANCIAL SERVICES GROUP, INC. 56.00 +56.0 (+100.0%) 1.3K +1.3K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD22.86 +0.0% 1 qtrs NEW
54 ROYAL BANK OF CANADA 60.00 -1.0 (-1.6%) 1.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.13 -12.5% 11 qtrs
55 BANK OF AMERICA CORP /DE/ 42.00 +3.0 (+7.7%) 953.00 +64.0 (+7.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD22.88 0.0% 20 qtrs
56 QUADRANT CAPITAL GROUP LLC 20.00 -6.0 (-23.1%) 458.00 -140.0 (-23.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD22.95 -0.3% 9 qtrs
57 FIFTH THIRD BANCORP 11.00 +— (+0.0%) 252.00 -1.0 (-0.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD23.00 -0.6% 3 qtrs
58 ALLWORTH FINANCIAL LP 10.00 +— (+0.0%) 229.00 -1.0 (-0.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD27.00 -15.3% 8 qtrs
59 FARTHER FINANCE ADVISORS, LLC 7.00 +— (+0.0%) 160.00 -1.0 (-0.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD23.00 -0.6% 2 qtrs
60 LARSON FINANCIAL GROUP LLC 2.00 +2.0 (+100.0%) 46.00 +46.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD22.50 +1.6% 1 qtrs NEW
61 ROYCE & ASSOCIATES LP -38.3K (-100.0%) -881.9K (-100.0%) 0.00% -0.286 pp 0.00% -0.009 pp USD 21 qtrs SOLD
62 RUSSELL INVESTMENTS GROUP, LTD. -50.0 (-100.0%) -1.2K (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
63 PARALLEL ADVISORS, LLC -63.0 (-100.0%) -1.4K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 6 qtrs SOLD
64 MEROS INVESTMENT MANAGEMENT, LP -29.9K (-100.0%) -687.4K (-100.0%) 0.00% -0.223 pp 0.00% -0.294 pp USD 6 qtrs SOLD
65 ACADIAN ASSET MANAGEMENT LLC -13.9K (-100.0%) -319.0K (-100.0%) 0.00% -0.104 pp 0.00% -0.001 pp USD 21 qtrs SOLD
66 JANE STREET GROUP, LLC -25.0K (-100.0%) -574.4K (-100.0%) 0.00% -0.187 pp 0.00% 0.000 pp USD 2 qtrs SOLD
67 HARBOR INVESTMENT ADVISORY, LLC -291.0 (-100.0%) -6.7K (-100.0%) 0.00% -0.002 pp 0.00% -0.001 pp USD 21 qtrs SOLD
68 STIFEL FINANCIAL CORP -19.4K (-100.0%) -446.0K (-100.0%) 0.00% -0.145 pp 0.00% 0.000 pp USD 4 qtrs SOLD
69 GROUP ONE TRADING, L.P. -1.8K (-100.0%) -40.7K (-100.0%) 0.00% -0.013 pp 0.00% 0.000 pp USD 4 qtrs SOLD
70 DIAMETRIC CAPITAL, LP -9.0K (-100.0%) -207.0K (-100.0%) 0.00% -0.067 pp 0.00% -0.077 pp USD 2 qtrs SOLD
71 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. -23.0K (-100.0%) -529.3K (-100.0%) 0.00% -0.172 pp 0.00% -0.002 pp USD 21 qtrs SOLD
72 CENTERBOOK PARTNERS LP -40.5K (-100.0%) -930.5K (-100.0%) 0.00% -0.302 pp 0.00% -0.046 pp USD 2 qtrs SOLD
73 BNP PARIBAS ARBITRAGE, SNC -11.0 (-100.0%) -253.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
74 BARCLAYS PLC -902.0 (-100.0%) -24.7K (-100.0%) 0.00% -0.007 pp 0.00% +0.000 pp USD 2 qtrs SOLD
75 WELLS FARGO & COMPANY/MN -1.0K (-100.0%) -23.0K (-100.0%) 0.00% -0.008 pp 0.00% +0.000 pp USD 15 qtrs SOLD
76 ADVISORY SERVICES NETWORK, LLC -10.8K (-100.0%) -248.8K (-100.0%) 0.00% -0.081 pp 0.00% -0.004 pp USD 3 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 47 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Hartford Multifactor Small Cap ETF ROSC 0.27% 164.1K 0.34%
2 Innovator U.S. Small Cap Managed Floor ETF RFLR 0.12% 110.3K 0.89%
3 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.12% 2.05M 0.47%
4 iShares Micro-Cap ETF IWC 0.07% 1.10M 0.60%
5 Avantis U.S. Small Cap Value ETF AVUV 0.06% 17.90M 0.25%
6 Avantis Global Small Cap Value UCITS ETF AVGS.L 0.04% 393.0K 0.39%
7 State Street SPDR S&P International Small Cap ETF GWX 0.03% 301.7K 0.40%
8 Schwab Fundamental U.S. Small Company Index ETF FNDA 0.03% 2.59M 0.25%
9 Avantis U.S. Small Cap Equity ETF AVSC 0.03% 804.7K 0.25%
10 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.02% 250.9K 0.20%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.61
Neutral
Ratio by volume
0.25
Bearish
Buys
22
Sells
36
Shares acquired
143.0K
Shares disposed
575.9K
Cash buys
Cash sales
7.00
Net activity
-432,931
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-06 McCann Peter Officer S-Sale D Common Shares 4,000 28.64 114.6K 50,942 D
2026-03-05 McCann Peter Officer A-Award A Phantom Shares 5,433 0.00 12,635 D
2026-03-05 Gerry Elbridge Collin Officer A-Award A Phantom Shares 6,515 0.00 17,597 D
2026-03-05 Fraser Andrew Officer A-Award A Phantom Shares 5,671 0.00 23,894 D
2026-03-05 Dodson Bradley J Director / Officer A-Award A Phantom Shares 25,982 0.00 64,000 D
2026-03-05 Brewer Barclay Officer A-Award A Phantom Shares 6,273 0.00 14,959 D
2026-03-03 McCann Peter Officer D-Return D Common Shares 2,209 27.03 59.7K 54,942 D
2026-03-03 Gerry Elbridge Collin Officer D-Return D Common Shares 2,691 27.03 72.7K 3,267 D
2026-03-03 Fraser Andrew Officer M-Exempt A Common Shares 2,454 0.00 2,454 D
2026-03-03 Dodson Bradley J Director / Officer M-Exempt A Common Shares 11,862 0.00 273,328 D
2026-03-03 Brewer Barclay Officer M-Exempt D Phantom Shares 2,864 0.00 8,686 D
2026-03-02 McCann Peter Officer M-Exempt D Phantom Shares 2,783 0.00 9,411 D
2026-03-02 Gerry Elbridge Collin Officer M-Exempt A Common Shares 5,699 0.00 8,966 D
2026-03-02 Dodson Bradley J Director / Officer M-Exempt A Common Shares 14,292 0.00 275,758 D
2026-03-02 Brewer Barclay Officer D-Return D Common Shares 2,957 27.82 82.3K 9,521 D
2026-02-23 McCann Peter Officer M-Exempt D Phantom Shares 2,100 0.00 12,194 D
2026-02-23 Gerry Elbridge Collin Officer D-Return D Common Shares 3,701 27.67 102.4K 2,132 D
2026-02-23 Dodson Bradley J Director / Officer A-Award A Common Shares 19,016 0.00 268,948 D
2026-02-23 Brewer Barclay Officer F-InKind D Common Shares 327 27.67 9.0K 9,521 D
2026-02-18 Engine Capital Management, LP 10% Owner S-Sale D Common Shares, no par value 781 29.03 22.7K 77,642 I
2026-02-13 Engine Capital Management, LP 10% Owner S-Sale D Common Shares, no par value 46,109 28.80 1.33M 66,119 I
2025-11-26 Silvers Daniel B. Director A-Award A Common Shares 5,618 0.00 11,634 D
2025-11-26 Scofield Jeffrey Director A-Award A Common Shares 5,618 0.00 5,618 D
2025-11-25 Silvers Daniel B. Director Common Shares 0 0.00 6,016 D
2025-11-25 Scofield Jeffrey Director Common Shares 0 0.00 0 D
2025-08-19 Fraser Andrew Officer M-Exempt D Phantom Shares 6,657 0.00 20,677 D
2025-07-29 Engine Capital Management, LP 10% Owner Common Shares 0 0.00 113,935 I
2025-05-14 Wall Timothy O Director A-Award A Common Shares 6,021 0.00 18,189 D
2025-05-14 Szalkowski Charles Director A-Award A Common Shares 6,021 0.00 36,998 D
2025-05-14 NAVARRE RICHARD A Director A-Award A Common Shares 2,047 0.00 60,682 D
2025-05-14 Montelongo Michael Director A-Award A Deferred Shares 6,021 0.00 21,898 D
2025-05-14 MOORE CONSTANCE B Director A-Award A Common Shares 6,021 0.00 46,359 D
2025-05-14 LAMBERT MARTIN Director A-Award A Common Shares 6,021 0.00 36,436 D
2025-05-14 Grewal Jagdish Director A-Award A Deferred Shares 6,021 0.00 17,019 D
2025-05-14 BLANKENSHIP C RONALD Director A-Award A Common Shares 6,021 0.00 50,822 D
2025-03-03 McCann Peter Officer A-Award A Phantom Shares 6,627 0.00 14,294 D
2025-03-03 Gerry Elbridge Collin Officer A-Award A Phantom Shares 8,073 0.00 23,173 D
2025-03-03 Fraser Andrew Officer A-Award A Phantom Shares 7,363 0.00 27,334 D
2025-03-03 Dodson Bradley J Director / Officer A-Award A Phantom Shares 35,588 0.00 77,659 D
2025-03-03 Brewer Barclay Officer A-Award A Phantom Shares 8,593 0.00 16,065 D
2025-03-02 McCann Peter Officer M-Exempt A Common Shares 2,783 0.00 54,764 D
2025-03-02 Gerry Elbridge Collin Officer D-Return D Common Shares 5,678 21.50 122.1K 1,931 D
2025-03-02 Dodson Bradley J Director / Officer M-Exempt A Common Shares 14,291 0.00 263,894 D
2025-03-02 Brewer Barclay Officer D-Return D Common Shares 2,940 21.50 63.2K 9,042 D
2025-02-25 McCann Peter Officer M-Exempt A Common Shares 3,369 0.00 48,764 D
2025-02-25 Gerry Elbridge Collin Officer D-Return D Common Shares 4,981 26.96 134.3K 0 D
2025-02-25 Dodson Bradley J Director / Officer M-Exempt D Phantom Shares 19,060 0.00 56,362 D
2025-02-25 Brewer Barclay Officer F-InKind D Common Shares 614 26.96 16.6K 9,042 D
2025-02-23 McCann Peter Officer M-Exempt A Common Shares 2,099 0.00 47,494 D
2025-02-23 Gerry Elbridge Collin Officer D-Return D Common Shares 3,701 27.31 101.1K 0 D
2025-02-23 Dodson Bradley J Director / Officer D-Return D Common Shares 13,486 27.31 368.3K 227,330 D
2025-02-23 Brewer Barclay Officer D-Return D Common Shares 1,558 27.31 42.5K 8,280 D
2024-08-19 Fraser Andrew Officer A-Award A Phantom Shares 19,971 0.00 19,971 D
2024-08-13 Schoening Allan Officer S-Sale D Common Shares 5,000 27.50 137.5K 16,146
2024-08-01 Gerry Elbridge Collin Officer D Phantom Shares 29,460 0.00 0
2024-06-11 Brewer Barclay Officer A-Award A Phantom Shares 3,289 0.00 14,080
2024-05-15 Wall Timothy O Director A-Award A Common Shares 5,051 0.00 12,168
2024-05-15 Szalkowski Charles Director A-Award A Common Shares 5,051 0.00 30,977
2024-05-15 NAVARRE RICHARD A Director A-Award A Common Shares 1,717 0.00 53,584
2024-05-15 Montelongo Michael Director A-Award A Deferred Shares 5,051 0.00 15,877
2024-05-15 MOORE CONSTANCE B Director A-Award A Common Shares 5,051 0.00 40,338
2024-05-15 LAMBERT MARTIN Director A-Award A Deferred Shares 5,051 0.00 29,742
2024-05-15 Grewal Jagdish Director A-Award A Deferred Shares 5,051 0.00 10,998
2024-05-15 BLANKENSHIP C RONALD Director A-Award A Common Shares 5,051 0.00 44,801
2024-04-30 McCann Peter Officer S-Sale D Common Shares 5,220 23.75 124.0K 45,395
2024-03-02 Schoening Allan Officer A-Award A Phantom Shares 24,246 0.00 34,957
2024-03-02 McCann Peter Officer A-Award A Phantom Shares 8,350 0.00 15,918
2024-03-02 Dodson Bradley J Director / Officer A-Award A Phantom Shares 42,875 0.00 88,908
2024-03-02 Brewer Barclay Officer A-Award A Phantom Shares 5,565 0.00 10,791
2024-02-25 Stone Carolyn J Officer D-Return D Common Shares 5,481 22.40 122.8K 42,749
2024-02-25 Schoening Allan Officer M-Exempt D Phantom Shares 4,600 0.00 10,711
2024-02-25 McCann Peter Officer D-Return D Common Shares 3,368 22.40 75.4K 50,615
2024-02-25 Dodson Bradley J Director / Officer M-Exempt A Common Shares 19,060 0.00 246,390
2024-02-25 Brewer Barclay Officer D-Return D Common Shares 2,110 22.40 47.3K 8,280
2024-02-23 Stone Carolyn J Officer M-Exempt D Phantom Shares 3,878 0.00 18,718
2024-02-23 Schoening Allan Officer M-Exempt D Phantom Shares 3,055 0.00 15,311
2024-02-23 McCann Peter Officer M-Exempt D Phantom Shares 2,099 0.00 10,936
2024-02-23 Dodson Bradley J Director / Officer M-Exempt D Phantom Shares 13,486 0.00 65,093
2024-02-23 Brewer Barclay Officer M-Exempt D Phantom Shares 1,558 0.00 7,336
2024-02-22 Stone Carolyn J Officer M-Exempt D Phantom Shares 4,798 0.00 22,596
2024-02-22 Schoening Allan Officer D-Return D Common Shares 5,104 22.51 114.9K 13,421
2024-02-22 McCann Peter Officer M-Exempt D Phantom Shares 3,738 0.00 13,035
2024-02-22 Dodson Bradley J Director / Officer M-Exempt A Common Shares 21,149 0.00 211,267
2024-02-22 Brewer Barclay Officer F-InKind D Common Shares 984 22.51 22.1K 8,280
2023-05-17 Wall Timothy O Director A-Award A Deferred Shares 5,947 0.00 24,691
2023-05-17 Szalkowski Charles Director A-Award A Common Shares 5,947 0.00 25,926
2023-05-17 NAVARRE RICHARD A Director A-Award A Common Shares 223 0.00 49,845
2023-05-17 Montelongo Michael Director A-Award A Deferred Shares 5,947 0.00 10,826
2023-05-17 MOORE CONSTANCE B Director A-Award A Common Shares 5,947 0.00 35,287
2023-05-17 LAMBERT MARTIN Director A-Award A Deferred Shares 5,947 0.00 24,691
2023-05-17 Grewal Jagdish Director A-Award A Deferred Shares 5,947 0.00 5,947
2023-05-17 BLANKENSHIP C RONALD Director A-Award A Common Shares 5,947 0.00 39,750
2023-03-31 NAVARRE RICHARD A Director A-Award A Common Shares 515 0.00 43,675
2023-03-06 MOORE CONSTANCE B Director S-Sale D Common Shares 5,406 23.00 124.3K 29,340
2023-02-25 Stone Carolyn J Officer M-Exempt A Common Shares 10,848 0.00 45,360
2023-02-25 Schoening Allan Officer D-Return D Common Shares 10,242 30.93 316.8K 13,421
2023-02-25 McCann Peter Officer M-Exempt A Common Shares 7,117 0.00 46,855
2023-02-25 Dodson Bradley J Director / Officer M-Exempt D Phantom Shares 45,497 0.00 99,728
2023-02-25 Brewer Barclay Officer D-Return D Common Shares 4,950 30.93 153.1K 7,059
2023-02-23 Stone Carolyn J Officer A-Award A Phantom Shares 11,634 0.00 38,242
2023-02-23 Schoening Allan Officer A-Award A Phantom Shares 9,166 0.00 33,712
2023-02-23 McCann Peter Officer A-Award A Phantom Shares 6,298 0.00 23,890
2023-02-23 Dodson Bradley J Director / Officer A-Award A Phantom Shares 40,459 0.00 145,225
2023-02-23 Brewer Barclay Officer A-Award A Phantom Shares 4,674 0.00 16,117
2023-02-22 Stone Carolyn J Officer M-Exempt D Phantom Shares 4,798 0.00 26,608
2023-02-22 Schoening Allan Officer D-Return D Common Shares 5,104 32.02 163.4K 13,421
2023-02-22 McCann Peter Officer D-Return D Common Shares 3,737 32.02 119.7K 39,738
2023-02-22 Dodson Bradley J Director / Officer M-Exempt D Phantom Shares 21,149 0.00 104,766
2023-02-22 Brewer Barclay Officer M-Exempt A Common Shares 2,273 0.00 9,332
2023-02-08 Torgerson Lance 10% Owner S-Sale D Common Shares 500,000 32.00 16.00M 1,219,188
2022-12-31 NAVARRE RICHARD A Director A-Award A Common Shares 301 0.00 43,160
2022-12-23 Torgerson Lance Director C-Conversion A Common Shares 1,504,539 0.00 1,719,188
2022-11-08 LAMBERT MARTIN Director S-Sale D Common Shares 10,665 31.47 335.6K 30,415
2022-11-02 LAMBERT MARTIN Director S-Sale D Common Shares 10,348 31.01 320.9K 41,080
2022-11-01 Schoening Allan Officer S-Sale D Common Shares 5,000 30.66 153.3K 13,421
2022-11-01 LAMBERT MARTIN Director S-Sale D Common Shares 9,187 31.07 285.4K 57,241
2022-10-31 LAMBERT MARTIN Director S-Sale D Common Shares 10,000 31.20 312.0K 66,428
2022-10-30 Torgerson Lance Director S-Sale D Class A Series 1 Preferred Stock 3,617 8,465.08 30.62M 5,425
2022-09-30 NAVARRE RICHARD A Director A-Award A Common Shares 373 0.00 42,859
2022-08-18 Schoening Allan Officer S-Sale D Common Shares 4,000 30.30 121.2K 18,421
2022-08-12 Torgerson Tammy Director S-Sale D Common Stock 160,104 27.39 4.39M 160,102
2022-06-30 NAVARRE RICHARD A Director A-Award A Common Shares 362 0.00 42,486
2022-05-18 Wall Timothy O Director A-Award A Deferred Shares 4,879 0.00 18,744
2022-05-18 Szalkowski Charles Director A-Award A Common Shares 4,879 0.00 19,979
2022-05-18 NAVARRE RICHARD A Director A-Award A Common Shares 4,879 0.00 42,124
2022-05-18 Montelongo Michael Director A-Award A Deferred Shares 4,879 0.00 4,879
2022-05-18 MOORE CONSTANCE B Director A-Award A Common Shares 4,879 0.00 34,746
2022-05-18 LAMBERT MARTIN Director A-Award A Deferred Shares 4,879 0.00 18,744
2022-05-18 Grewal Jagdish Director A-Award A Common Shares 4,879 0.00 10,489
2022-05-18 BLANKENSHIP C RONALD Director A-Award A Common Shares 4,879 0.00 33,803
2022-04-04 Torgerson Tammy Director S-Sale D Common Stock 105,112 22.75 2.39M 320,206
2022-03-31 NAVARRE RICHARD A Director A-Award A Common Shares 397 0.00 37,245
2022-03-07 Schoening Allan Officer S-Sale D Common Shares 3,309 23.50 77.8K 22,421
2022-02-25 Stone Carolyn J Officer D-Return D Common Shares 7,672 21.97 168.6K 29,227
2022-02-25 Schoening Allan Officer M-Exempt A Common Shares 8,598 0.00 30,206
2022-02-25 McCann Peter Officer D-Return D Common Shares 5,809 21.97 127.6K 38,598
2022-02-25 Dodson Bradley J Director / Officer M-Exempt A Common Shares 39,310 0.00 199,915
2022-02-25 Brewer Barclay Officer M-Exempt A Common Shares 3,200 0.00 10,575
2022-02-22 Stone Carolyn J Officer D-Return D Common Shares 4,798 22.51 108.0K 29,227
2022-02-22 Schoening Allan Officer D-Return D Common Shares 5,104 22.51 114.9K 21,608
2022-02-22 McCann Peter Officer M-Exempt D Phantom Shares 3,737 0.00 17,033
2022-02-22 Dodson Bradley J Director / Officer M-Exempt D Phantom Shares 21,149 0.00 108,044
2022-02-22 Brewer Barclay Officer D-Return D Common Shares 2,272 22.51 51.1K 7,375
2022-02-11 Torgerson Lance 10% Owner S-Sale D Common Stock 6,413 22.41 143.7K 1,282,662
2022-02-10 Torgerson Lance 10% Owner S-Sale D Common Stock 963 22.03 21.2K 426,268
2022-02-09 Torgerson Lance 10% Owner S-Sale D Common Stock 984 22.26 21.9K 427,231
2022-02-08 Torgerson Lance 10% Owner S-Sale D Common Stock 981 21.90 21.5K 428,215
2022-02-07 Torgerson Lance 10% Owner S-Sale D Common Stock 986 22.42 22.1K 429,196
2022-02-04 Torgerson Lance 10% Owner S-Sale D Common Stock 983 22.26 21.9K 430,182
2022-02-03 Torgerson Lance 10% Owner S-Sale D Common Stock 6,625 22.16 146.8K 1,322,135
2022-02-02 Torgerson Lance 10% Owner S-Sale D Common Stock 985 22.46 22.1K 432,146
2022-02-01 Torgerson Lance 10% Owner S-Sale D Common Stock 4,744 22.47 106.6K 1,337,124
2022-01-31 Torgerson Lance 10% Owner S-Sale D Common Stock 5,492 21.35 117.3K 1,342,478
2022-01-28 Torgerson Lance 10% Owner S-Sale D Common Stock 1,568 19.89 31.2K 1,347,970
2022-01-27 Torgerson Lance 10% Owner S-Sale D Common Stock 5,705 20.00 114.1K 1,353,842
2022-01-26 Torgerson Lance 10% Owner S-Sale D Common Stock 3,487 20.68 72.1K 1,361,635
2022-01-25 Torgerson Lance 10% Owner S-Sale D Common Stock 5,518 19.84 109.5K 1,365,122
2022-01-24 Torgerson Lance 10% Owner S-Sale D Common Stock 5,252 19.63 103.1K 1,370,640
2022-01-21 Torgerson Lance 10% Owner S-Sale D Common Stock 5,052 20.03 101.2K 1,375,892
2022-01-20 Torgerson Lance 10% Owner S-Sale D Common Stock 742 20.25 15.0K 439,876
2022-01-19 Torgerson Lance 10% Owner S-Sale D Common Stock 5,108 19.81 101.2K 1,385,952
2022-01-18 Torgerson Lance 10% Owner S-Sale D Common Stock 4,843 20.15 97.6K 1,391,060
2022-01-14 Torgerson Lance 10% Owner S-Sale D Common Stock 619 20.55 12.7K 442,185
2022-01-13 Torgerson Lance 10% Owner S-Sale D Common Stock 721 20.11 14.5K 442,804
2022-01-12 Torgerson Lance 10% Owner S-Sale D Common Stock 4,816 19.96 96.1K 1,405,565
2022-01-11 Torgerson Lance 10% Owner S-Sale D Common Stock 4,754 19.74 93.8K 1,410,381
2022-01-10 Torgerson Lance 10% Owner S-Sale D Common Stock 4,589 19.55 89.7K 1,415,135
2022-01-07 Torgerson Lance 10% Owner S-Sale D Common Stock 4,373 19.67 86.0K 1,423,426
2022-01-06 Torgerson Lance 10% Owner S-Sale D Common Stock 620 19.57 12.1K 446,819
2022-01-05 Torgerson Lance 10% Owner S-Sale D Common Stock 598 19.52 11.7K 447,439
2022-01-03 Torgerson Lance 10% Owner S-Sale D Common Stock 548 19.57 10.7K 447,541
2021-12-31 Torgerson Lance 10% Owner S-Sale D Common Stock 132 19.50 2.6K 1,436,362
2021-12-31 NAVARRE RICHARD A Director A-Award A Common Shares 489 0.00 36,848
2021-12-21 Torgerson Lance 10% Owner S-Sale D Common Stock 324 19.52 6.3K 448,109
2021-12-17 Torgerson Lance 10% Owner S-Sale D Common Stock 355 19.50 6.9K 448,433
2021-12-16 Torgerson Lance 10% Owner S-Sale D Common Stock 657 19.62 12.9K 448,788
2021-12-15 Torgerson Lance 10% Owner S-Sale D Common Stock 4,343 19.55 84.9K 1,445,504
2021-11-12 Torgerson Lance 10% Owner S-Sale D Common Stock 881 21.78 19.2K 450,088
2021-11-11 Torgerson Lance 10% Owner S-Sale D Common Stock 5,940 22.81 135.5K 1,455,797
2021-11-10 Torgerson Lance 10% Owner S-Sale D Common Stock 5,770 22.92 132.2K 1,461,737
2021-11-09 Torgerson Lance 10% Owner S-Sale D Common Stock 5,846 22.67 132.5K 1,467,507
2021-11-08 Torgerson Lance 10% Owner S-Sale D Common Stock 5,845 22.67 132.5K 1,473,353
2021-11-05 Torgerson Lance 10% Owner S-Sale D Common Stock 6,067 23.09 140.1K 1,479,198
2021-11-04 Torgerson Lance 10% Owner S-Sale D Common Stock 6,012 22.75 136.8K 1,485,265
2021-11-03 Torgerson Lance 10% Owner S-Sale D Common Stock 5,835 22.45 131.0K 1,491,277
2021-11-02 Torgerson Lance 10% Owner S-Sale D Common Stock 5,702 22.48 128.2K 1,497,112
2021-11-01 Torgerson Lance 10% Owner S-Sale D Common Stock 5,737 22.79 130.7K 1,502,814
2021-10-29 Torgerson Lance 10% Owner S-Sale D Common Stock 820 22.56 18.5K 458,786
2021-10-28 Torgerson Lance 10% Owner S-Sale D Common Stock 5,140 22.56 116.0K 1,514,085
2021-10-27 Torgerson Lance 10% Owner S-Sale D Common Stock 743 22.51 16.7K 460,368
2021-10-26 Torgerson Lance 10% Owner S-Sale D Common Stock 747 22.68 16.9K 461,111
2021-10-25 Torgerson Lance 10% Owner S-Sale D Common Stock 732 22.54 16.5K 461,858
2021-10-22 Torgerson Lance 10% Owner S-Sale D Common Stock 757 22.71 17.2K 462,590
2021-10-21 Torgerson Lance 10% Owner S-Sale D Common Stock 4,905 22.69 111.3K 1,539,331
2021-10-20 Torgerson Lance 10% Owner S-Sale D Common Stock 4,899 22.46 110.0K 1,544,236
2021-10-19 Torgerson Lance 10% Owner S-Sale D Common Stock 4,933 22.81 112.5K 1,549,135
2021-10-18 Torgerson Lance 10% Owner S-Sale D Common Stock 753 23.03 17.3K 465,531
2021-10-15 Torgerson Lance 10% Owner S-Sale D Common Stock 3,873 23.13 89.6K 1,560,140
2021-10-14 Torgerson Lance 10% Owner S-Sale D Common Stock 4,925 22.40 110.3K 1,564,013
2021-10-13 Torgerson Lance 10% Owner S-Sale D Common Stock 5,102 22.11 112.8K 1,568,938

Executive team

Top executives
EBIT / Employee
1.9K
Shares Outstanding
12.65M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Bradley J. Dodson President and Chief Executive Officer 750.0K 2.57M 435.4K 20.5K 3.78M 68.06%
2 2025 E. Collin Gerry Senior Vice President, Chief Financial Officer and Treasurer 380.0K 582.9K 143.4K 16.5K 1.12M 51.92%
3 2025 Peter L. McCann Senior Vice President, Australia 322.4K 478.5K 196.0K 18.9K 1.02M 47.10%
4 2025 Andrew S. Fraser Senior Vice President, Canada 357.8K 531.6K 105.9K 20.2K 1.02M 52.35%
5 2024 Bradley J. Dodson President and Chief Executive Officer 750.0K 2.56M 558.0K 20.0K 3.89M 65.84%
6 2024 E. Collin Gerry Senior Vice President, Chief Financial Officer and Treasurer 329.7K 576.2K 119.4K 357.2K 1.38M 41.68%
7 2024 Carolyn J. Stone Former Senior Vice President, Chief Financial Officer and Treasurer 91.5K 1.20M 1.30M 0.00%
8 2024 Allan D. Schoening Former Senior Vice President, Canada 372.4K 568.3K 187.1K 167.5K 1.30M 43.88%
9 2024 Peter L. McCann Senior Vice President, Australia 313.4K 498.4K 269.1K 18.9K 1.10M 45.32%
10 2024 Barclay H. Brewer Vice President, Chief Accounting Officer 302.7K 282.9K 135.1K 19.0K 739.7K 38.24%
11 2024 Andrew S. Fraser Senior Vice President, Canada 131.7K 549.0K 51.9K 6.1K 738.7K 74.32%
12 2023 Bradley J. Dodson President and Chief Executive Officer 750.0K 1.26M 2.81M 1.47M 18.9K 6.31M 44.55%
13 2023 Carolyn J. Stone Former Senior Vice President, Chief Financial Officer and Treasurer 425.0K 255.0K 808.5K 585.1K 18.9K 2.09M 38.64%
14 2023 Allan D. Schoening Senior Vice President, Canada 378.0K 268.1K 637.0K 522.8K 42.1K 1.85M 34.47%
15 2023 Allan D. Schoening Former Senior Vice President, Canada 378.0K 268.1K 637.0K 522.8K 42.1K 1.85M 34.47%
16 2023 Peter L. McCann Senior Vice President, Australia 299.1K 178.1K 437.7K 358.1K 18.2K 1.29M 33.90%
17 2022 Bradley J. Dodson President and Chief Executive Officer 750.0K 2.84M 1.11M 17.9K 4.72M 60.18%
18 2022 Carolyn J. Stone Senior Vice President, Chief Financial Officer and Treasurer 416.2K 816.5K 461.4K 17.5K 1.71M 47.70%
19 2022 Carolyn J. Stone Former Senior Vice President, Chief Financial Officer and Treasurer 416.2K 816.5K 461.4K 17.5K 1.71M 47.70%
20 2022 Allan D. Schoening Former Senior Vice President, Canada 392.1K 685.2K 480.5K 43.5K 1.60M 42.79%
21 2022 Allan D. Schoening Senior Vice President, Canada 392.1K 685.2K 480.5K 43.5K 1.60M 42.79%
22 2022 Peter L. McCann Senior Vice President, Australia 312.6K 501.8K 294.6K 17.0K 1.13M 44.56%
23 2021 Bradley J. Dodson President and Chief Executive Officer 744.8K 2.96M 1.34M 17.1K 5.06M 58.52%
24 2021 Allan D. Schoening Senior Vice President, Canada 402.3K 714.5K 496.0K 36.5K 1.65M 43.32%
25 2021 Carolyn J. Stone Senior Vice President, Chief Financial Officer and Treasurer 372.3K 671.6K 434.2K 15.9K 1.49M 44.95%
26 2021 Carolyn J. Stone Former Senior Vice President, Chief Financial Officer and Treasurer 372.3K 671.6K 434.2K 15.9K 1.49M 44.95%
27 2021 Peter L. McCann Senior Vice President, Australia 336.1K 523.2K 239.9K 17.1K 1.12M 46.87%
28 2020 Bradley J. Dodson President and Chief Executive Officer 632.5K 1.26M 1.06M 16.6K 2.97M 42.30%
29 2020 Allan D. Schoening Senior Vice President, Canada 337.2K 268.1K 306.5K 29.8K 941.6K 28.47%
30 2020 Carolyn J. Stone Senior Vice President, Chief Financial Officer and Treasurer 323.4K 255.0K 326.6K 12.2K 917.2K 27.80%
31 2020 Peter L. McCann Senior Vice President, Australia 298.4K 178.1K 357.5K 14.7K 848.8K 20.99%
32 2019 Bradley J. Dodson President and Chief Executive Officer 681.2K 2.90M 764.7K 49.9K 4.40M 65.98%
33 2019 Allan D. Schoening Senior Vice President, Canada 358.0K 666.4K 227.5K 20.7K 1.27M 52.37%
34 2019 Peter L. McCann Senior Vice President, Australia 292.1K 464.5K 237.7K 15.2K 1.01M 46.01%
35 2019 Carolyn J. Stone Senior Vice President, Chief Financial Officer and Treasurer 285.1K 519.6K 164.2K 15.2K 984.1K 52.80%
36 2018 Bradley J. Dodson President and Chief Executive Officer 595.4K 2.60M 214.3K 24.4K 3.43M 75.71%
37 2018 Frank C. Steininger Executive Vice President, Strategic Initiatives 444.5K 1.73M 112.0K 29.2K 2.31M 74.67%
38 2018 Allan D. Schoening Senior Vice President, Canada 309.6K 620.8K 56.9K 102.1K 1.09M 56.99%
39 2018 Peter L. McCann Senior Vice President, Australia 314.2K 535.8K 167.8K 16.6K 1.03M 51.80%
40 2017 Bradley J. Dodson President and Chief Executive Officer 575.0K 2.05M 851.6K 38.6K 3.51M 58.29%
41 2017 Frank C. Steininger Executive Vice President, Chief Financial Officer and Treasurer 416.8K 1.09M 370.4K 32.0K 1.91M 57.04%
42 2017 Frank C. Steininger Executive Vice President, Strategic Initiatives 416.8K 1.09M 370.4K 32.0K 1.91M 57.04%
43 2017 Peter L. McCann Senior Vice President, Australia 322.1K 522.3K 336.7K 23.2K 1.20M 43.37%
44 2017 Allan D. Schoening Senior Vice President, Canada 273.8K 532.4K 202.7K 58.2K 1.07M 49.89%
45 2017 Allan D. Schoening Senior Vice President, Corporate Affairs 273.8K 411.0K 202.7K 58.2K 945.8K 43.46%
46 2016 Bradley J. Dodson President and Chief Executive Officer 520.2K 2.27M 93.6K 127.0K 3.01M 75.37%
47 2016 Frank C. Steininger Executive Vice President, Chief Financial Officer and Treasurer 400.0K 1.59M 48.0K 41.1K 2.08M 76.44%
48 2016 Peter L. McCann Senior Vice President, Australia 312.4K 946.3K 160.4K 24.2K 1.44M 65.56%
49 2016 Michael L. Ridley 234.4K 485.1K 702.2K 1.42M 34.12%
50 2016 Allan D. Schoening Senior Vice President, Canada 245.4K 850.0K 50.0K 60.4K 1.21M 70.49%
51 2016 Frank C. Steininger Senior Vice President, Chief Financial Officer and Treasurer 400.0K 700.0K 48.0K 40.1K 1.19M 58.92%
52 2016 Allan D. Schoening Senior Vice President, Human Resources/Health, Safety and Environment 245.4K 375.0K 50.0K 60.4K 730.8K 51.31%
53 2016 Allan D. Schoening Senior Vice President, Corporate Affairs 245.4K 375.0K 50.0K 60.4K 730.8K 51.31%
54 2015 Bradley J. Dodson President and Chief Executive Officer 520.2K 1.15M 462.8K 63.4K 2.20M 52.36%
55 2015 Frank C. Steininger Executive Vice President, Chief Financial Officer and Treasurer 400.0K 700.0K 237.2K 23.0K 1.36M 51.46%
56 2015 Frank C. Steininger Senior Vice President, Chief Financial Officer and Treasurer 400.0K 700.0K 237.2K 23.0K 1.36M 51.46%
57 2015 Peter L. McCann Senior Vice President—Australia 316.0K 476.7K 295.8K 14.3K 1.10M 43.23%
58 2015 Peter L. McCann Senior Vice President, Australia 316.0K 476.7K 295.8K 14.3K 1.10M 43.23%
59 2015 Michael L. Ridley 225.9K 94.6K 495.0K 105.1K 9.2K 929.8K 53.24%
60 2015 Michael L. Ridley Senior Vice President and President – North America 225.9K 94.6K 495.0K 105.1K 9.2K 929.8K 53.24%
61 2015 Allan D. Schoening Senior Vice President, Corporate Affairs 253.8K 375.0K 125.5K 156.4K 910.7K 41.18%
62 2015 Allan D. Schoening Senior Vice President, Human Resources/Health, Safety and Environment 253.8K 375.0K 125.5K 156.4K 910.7K 41.18%
63 2014 Bradley J. Dodson President and Chief Executive Officer 554.8K 1.16M 128.1K 430.8K 101.1K 2.37M 54.22%
64 2014 Peter L. McCann Senior Vice President, Australia 376.6K 703.0K 391.6K 35.0K 1.51M 46.68%
65 2014 Peter L. McCann Senior Vice President—Australia 376.6K 703.0K 391.6K 35.0K 1.51M 46.68%
66 2014 Frank C. Steininger Senior Vice President, Chief Financial Officer and Treasurer 230.8K 800.0K 201.6K 106.8K 1.34M 59.74%
67 2013 Bradley J. Dodson President and Chief Executive Officer 413.1K 842.6K 113.2K 447.0K 45.4K 1.86M 51.35%
68 2013 Peter L. McCann Senior Vice President—Australia 358.6K 481.5K 193.3K 15.3K 1.05M 45.91%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-13 DEF 14A
2025-04-11 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-01 SC 13G
2026-05-01 10-Q
2026-04-28 8-K
2026-04-13 DEF 14A
2026-04-13 ARS
2026-03-25 8-K
2026-03-06 4
2026-03-06 4
2026-03-06 4
2026-03-06 4

Executive team

NameTitleCompensationGender
Bradley J. Dodson Chief Executive Officer, President & Director 1M male
E. Collin Gerry Senior Vice President, Chief Financial Officer & Treasurer 539.8K male
Peter L. McCann Senior Vice President of Australia 537.3K male
Andrew S. Fraser Senior Vice President of Canada 484.0K male
Barclay Brewer Vice President & Chief Accounting Officer 456.8K male
Charles Lab Vice President & Chief Information Officer
LaTosha N. Fraley Corporate Secretary
Regan Nielsen Senior Director of Corporate Development & Investor Relations male
ESG Rating
B
SPECIALTY BUSINESS SERVICES
2024
E (Environmental)
60.9 / 65.9
Company / Sector avg.
S (Social)
59.8 / 67.2
Company / Sector avg.
G (Governance)
62.5 / 67.1
Company / Sector avg.
ESG Total
61.1 / 66.7
Company / Sector avg.
ESG Score History SPECIALTY BUSINESS SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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

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

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits