Cryoport, Inc. (CYRX)
Brentwood, TN, US
Cryoport, Inc. operates as a specialized service provider within the life sciences sector, delivering global temperature-controlled supply chain solutions across the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. Central to their offerings is Cryoportal, a proprietary cloud-based platform designed to streamline the entire logistics process. This robust system facilitates order processing, generates necessary documentation (including customs paperwork), coordinates courier services, offers real-time shipment tracking and monitoring, aids in issue resolution, and ensures adherence to regulatory compliance standards. To guarantee the integrity of sensitive materials during transit, Cryoport provides CryoPort Express Shippers, engineered to maintain the stability of biological commodities throughout their journey. Furthermore, their SmartPak Condition Monitoring System collects vital environmental data, which is then utilized to produce informative dashboards and essential validation reports for each shipment. Their product range also includes specialized containment solutions such as vacuum insulated aluminum dewars and advanced cryogenic freezer systems. Beyond transportation, the company offers extensive biological specimen management services. These encompass cryopreservation storage and ongoing maintenance, meticulous archiving, continuous monitoring, precise tracking, and efficient receipt and delivery of samples. They also manage the transport of frozen biological specimens to and from client facilities and oversee the inbound and outbound flow of these critical materials. Additionally, Cryoport extends its expertise through comprehensive logistics support and management services, alongside short-term consulting in both logistics and engineering. The company primarily caters to the biopharmaceutical, animal health, and human reproductive medicine industries. Founded in 1999, Cryoport's headquarters are situated in Brentwood, Tennessee.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.16% | +4.11% | +36.19% | +59.83% | +49.15% | +37.19% | +84.20% | -34.31% | -74.31% | +518.31% | -98.24% |
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
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 7 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 3 |
14.67
-9.0%
|
| Last Quarter | 3 |
14.67
-9.0%
|
| Last Year | 5 |
14.30
-11.3%
|
| All Time | 14 |
16.89
+4.8%
|
-
Revenue growth Integrated Freight & Logistics: +6.5%-24.5% Q1'26: +16.5% (vs Q1'25)
-
EPS growth Integrated Freight & Logistics: +7.1%+163.4% ★ Q1'26: +17.9% (vs Q1'25)
-
FCF margin FCF growth · Integrated Freight & Logistics: +60.0%-27.8% Q1'26: -13.1% (vs Q1'25)
-
EBIT margin Integrated Freight & Logistics: +6.9%-20.9% Q1'26: -20.1% (vs Q1'25)
-
ROIC Integrated Freight & Logistics: +6.4%-11.4% Q1'26: -11.9% (vs Q1'25)
-
Share dilution Integrated Freight & Logistics: +0.1%+2.7% Q1'26: -0.1% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Integrated Freight & Logistics: 0.95×-19.80× Q1'26: -17.86× (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 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 6 Rev. Ana. 4 EPS Ana. |
Dec 2027 6 Rev. Ana. 4 EPS Ana. |
Dec 2028 3 Rev. Ana. 2 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
Dec 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
3.94M
est: 6.03M (-34.7%)
|
5.88M
est: 8.29M (-29.1%)
|
7.68M
est: 8.29M (-7.4%)
|
11.95M
est: 11.93M (+0.2%)
|
19.63M
est: 19.63M (+0.0%)
|
33.94M
est: 33.90M (+0.1%)
|
78.70M
est: 74.38M (+5.8%)
|
222.61M
est: 223.85M (-0.6%)
|
222.61M
est: 235.17M (-5.3%)
|
237.28M
est: 225.61M (+5.2%)
|
233.26M
est: 227.42M (+2.6%)
|
176.18M
est: 173.63M (+1.5%)
|
194.39M
193.80M – 194.98M
+12.0% YoY
|
213.10M
212.68M – 213.53M
+9.6% YoY
|
226.81M
224.61M – 229.02M
+6.4% YoY
|
248.70M
247.00M – 250.12M
+9.6% YoY
|
271.60M
269.75M – 273.15M
+9.2% YoY
|
| EBITDA |
-5.40M
est: -3.10M (-74.4%)
|
-8.51M
est: -4.26M (-99.8%)
|
-13.38M
est: -4.26M (-214.1%)
|
-7.21M
est: -6.13M (-17.7%)
|
-8.61M
est: -10.08M (+14.6%)
|
-14.49M
est: -17.42M (+16.8%)
|
-20.31M
est: -38.21M (+46.8%)
|
-248.91M
est: -8.47B (+97.1%)
|
-248.91M
est: -9.33B (+97.3%)
|
-6.19M
est: -107.24M (+94.2%)
|
-66.36M
est: -108.10M (+38.6%)
|
-11.65M
est: -82.53M (+85.9%)
|
-92.40M
-92.68M – -92.12M
-12.0% YoY
|
-101.30M
-101.50M – -101.10M
-9.6% YoY
|
-107.81M
-108.86M – -106.77M
-6.4% YoY
|
-118.22M
-118.89M – -117.41M
-9.6% YoY
|
-129.10M
-129.84M – -128.22M
-9.2% YoY
|
| EBIT |
-5.60M
est: -3.50M (-59.7%)
|
-8.75M
est: -4.82M (-81.4%)
|
-13.79M
est: -4.82M (-185.8%)
|
-7.88M
est: -6.94M (-13.6%)
|
-9.47M
est: -11.41M (+17.1%)
|
-16.90M
est: -19.72M (+14.3%)
|
-30.18M
est: -43.25M (+30.2%)
|
-269.15M
est: -286.49M (+6.1%)
|
-269.15M
est: -318.16M (+15.4%)
|
-28.95M
est: -123.33M (+76.5%)
|
-93.85M
est: -124.32M (+24.5%)
|
-36.81M
est: -94.92M (+61.2%)
|
-106.27M
-106.59M – -105.94M
-12.0% YoY
|
-116.49M
-116.72M – -116.26M
-9.6% YoY
|
-123.99M
-125.20M – -122.78M
-6.4% YoY
|
-135.95M
-136.73M – -135.02M
-9.6% YoY
|
-148.47M
-149.32M – -147.46M
-9.2% YoY
|
| Net Income |
-7.03M
est: -115.02M (+93.9%)
|
-9.82M
est: -34.60M (+71.6%)
|
-13.11M
est: -34.60M (+62.1%)
|
-7.90M
est: -15.96M (+50.5%)
|
-9.56M
est: -16.57M (+42.3%)
|
-18.33M
est: -29.10M (+37.0%)
|
-32.69M
est: -31.85M (-2.6%)
|
-275.53M
est: -8.67B (+96.8%)
|
-275.53M
est: -46.68M (-490.2%)
|
-37.33M
est: -184.13M (+79.7%)
|
-99.59M
est: -117.55M (+15.3%)
|
78.30M
est: 68.80M (+13.8%)
|
-39.31M
-44.80M – -33.20M
-157.1% YoY
|
-34.44M
-37.58M – -29.60M
+12.4% YoY
|
-31.78M
-36.62M – -26.94M
+7.7% YoY
|
-27.54M
-27.74M – -27.30M
+13.3% YoY
|
-22.03M
-22.19M – -21.84M
+20.0% YoY
|
| SGA |
6.41M
est: 3.30M (+94.4%)
|
10.08M
est: 4.54M (+122.2%)
|
11.27M
est: 4.54M (+148.4%)
|
12.65M
est: 6.52M (+93.9%)
|
17.04M
est: 10.73M (+58.8%)
|
31.29M
est: 18.54M (+68.7%)
|
56.86M
est: 40.68M (+39.8%)
|
97.56M
est: 122.43M (-20.3%)
|
97.56M
est: 128.63M (-24.1%)
|
120.06M
est: 117.13M (+2.5%)
|
146.88M
est: 118.07M (+24.4%)
|
102.82M
est: 90.14M (+14.1%)
|
100.92M
100.61M – 101.23M
+12.0% YoY
|
110.64M
110.42M – 110.85M
+9.6% YoY
|
117.75M
116.61M – 118.90M
+6.4% YoY
|
129.12M
128.23M – 129.85M
+9.6% YoY
|
141.01M
140.04M – 141.81M
+9.2% YoY
|
| EPS |
-2.27
est: -2.36 (+3.8%)
|
-1.34
est: -0.71 (-88.7%)
|
-0.92
est: -0.71 (-29.6%)
|
-0.34
est: -0.33 (-3.8%)
|
-0.34
est: -0.34 (+0.0%)
|
-0.55
est: -0.60 (+7.9%)
|
-1.94
est: -0.65 (-196.9%)
|
-6.18
est: -0.60 (-925.7%)
|
-6.18
est: -0.88 (-602.0%)
|
-0.93
est: -3.68 (+74.7%)
|
-2.21
est: -2.37 (+6.8%)
|
1.40
est: 1.37 (+1.9%)
|
-0.78
-0.89 – -0.66
-156.7% YoY
|
-0.68
-0.75 – -0.59
+13.3% YoY
|
-0.63
-0.73 – -0.54
+6.0% YoY
|
-0.55
-0.55 – -0.55
+13.3% YoY
|
-0.44
-0.44 – -0.44
+20.0% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-05 | Guggenheim | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-08 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-07 | A- | 4/5 | 1/5 | 4/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-06 | A- | 4/5 | 1/5 | 4/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-05 | A- | 4/5 | 1/5 | 4/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-04 | A- | 4/5 | 1/5 | 4/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-01 | A- | 4/5 | 1/5 | 4/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-30 | A- | 4/5 | 1/5 | 4/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-29 | A- | 4/5 | 1/5 | 4/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-28 | A- | 4/5 | 1/5 | 4/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-27 | A- | 4/5 | 1/5 | 4/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-24 | B+ | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-23 | B+ | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-22 | B+ | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-21 | B+ | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-20 | B+ | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-17 | B+ | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-16 | B+ | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 4/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Brown Capital Management, LLC | 5.91M | 12.18% | 3.99M | — | 5.91M | — | IA | State of Maryland | 2022-10-11 | ↗ |
| 2 | Blackstone Group Management L.L.C. | 5.87M | 10.70% | 5.87M | — | 5.87M | — | OO | — | 2021-11-18 | ↗ |
| 3 | Blackstone Inc. | 5.87M | 10.70% | 5.87M | — | 5.87M | — | CO | — | 2021-11-18 | ↗ |
| 4 | Stephen A. Schwarzman | 5.87M | 10.70% | 5.87M | — | 5.87M | — | IN | — | 2021-11-18 | ↗ |
| 5 | BTO Holdings Manager L.L.C. | 5.74M | 10.50% | 5.74M | — | 5.74M | — | OO | — | 2021-11-18 | ↗ |
| 6 | BTOA L.L.C. | 5.74M | 10.50% | 5.74M | — | 5.74M | — | OO | — | 2021-11-18 | ↗ |
| 7 | Blackstone Freeze Parent L.P. | 5.74M | 10.50% | 5.74M | — | 5.74M | — | PN | — | 2021-11-18 | ↗ |
| 8 | Blackstone Holdings III GP L.P. | 5.74M | 10.50% | 5.74M | — | 5.74M | — | PN | — | 2021-11-18 | ↗ |
| 9 | Blackstone Holdings III GP Management L.L.C. | 5.74M | 10.50% | 5.74M | — | 5.74M | — | OO | — | 2021-11-18 | ↗ |
| 10 | Blackstone Holdings III L.P. | 5.74M | 10.50% | 5.74M | — | 5.74M | — | PN | — | 2021-11-18 | ↗ |
| 11 | Blackstone Tactical Opportunities Associates L.L.C. | 5.74M | 10.50% | 5.74M | — | 5.74M | — | OO | — | 2021-11-18 | ↗ |
| 12 | Alger Associates, Inc. 13-3017981 | 4.77M | 9.70% | 4.77M | — | 4.77M | — | HC | New York | 2022-01-10 | ↗ |
| 13 | Morgan Stanley | 4.14M | 8.50% | — | 4.09M | — | 4.14M | HC, CO | Delaware. | 2024-02-08 | ↗ |
| 14 | Morgan Stanley Capital Services LLC | 4.01M | 8.20% | — | 4.01M | — | 4.01M | BD, CO | Delaware. | 2024-02-08 | ↗ |
| 15 | Israel A. Englander | 3.73M | 7.50% | — | 3.73M | — | 3.73M | IN | Delaware | 2024-10-16 | ↗ |
| 16 | Millennium Group Management LLC | 3.73M | 7.50% | — | 3.73M | — | 3.73M | OO | Delaware | 2024-10-16 | ↗ |
| 17 | Millennium Management LLC | 3.73M | 7.50% | — | 3.73M | — | 3.73M | OO | Delaware | 2024-10-16 | ↗ |
| 18 | Integrated Core Strategies (US) LLC | 3.71M | 7.50% | — | 3.71M | — | 3.71M | OO | Delaware | 2024-10-16 | ↗ |
| 19 | Cadian Capital Management GP, LLC | 3.46M | 7.10% | — | 3.46M | — | 3.46M | HC, OO | United States of America | 2024-02-14 | ↗ |
| 20 | Cadian Capital Management, LP | 3.46M | 7.10% | — | 3.46M | — | 3.46M | IA, PN | United States of America | 2024-02-14 | ↗ |
| 21 | Eric Bannasch | 3.46M | 7.10% | — | 3.46M | — | 3.46M | HC, IN | United States of America | 2024-02-14 | ↗ |
| 22 | The Vanguard Group - 23-1945930 | 3.36M | 6.81% | — | 76.8K | 3.24M | 113.6K | IA | Pennsylvania | 2022-02-09 | ↗ |
| 23 | The Brown Capital Management Small Company Fund | 3.32M | 6.84% | 3.32M | — | 3.32M | — | IV | State of Maryland | 2022-10-11 | ↗ |
| 24 | (1) BlackRock, Inc. | 2.97M | 6.00% | 2.93M | — | 2.97M | — | HC | Delaware | 2022-02-01 | ↗ |
| 25 | 98-0557567 | 2.77M | 5.60% | 2.69M | — | 2.77M | — | IA, HC | Bermuda | 2022-02-09 | ↗ |
| 26 | 13-3017981 | 2.70M | 5.50% | 2.70M | — | 2.70M | — | HC | New York | 2024-11-14 | ↗ |
| 27 | L.P. | 144.2K | 0.30% | 144.2K | — | 144.2K | — | PN | Delaware | 2021-08-26 | ↗ |
| 28 | BTO DE GP – NQ L.L.C. | 133.9K | 0.30% | 133.9K | — | 133.9K | — | OO | — | 2021-11-18 | ↗ |
| 29 | Blackstone Holdings I/II GP L.L.C. | 133.9K | 0.30% | 133.9K | — | 133.9K | — | OO | — | 2021-11-18 | ↗ |
| 30 | Blackstone Holdings II L.P. | 133.9K | 0.30% | 133.9K | — | 133.9K | — | PN | — | 2021-11-18 | ↗ |
| 31 | Blackstone Tactical Opportunities Associates III – NQ L.P. | 133.9K | 0.30% | 133.9K | — | 133.9K | — | PN | — | 2021-11-18 | ↗ |
| 32 | Blackstone Tactical Opportunities Fund – FD L.P. | 133.9K | 0.30% | 133.9K | — | 133.9K | — | PN | — | 2021-11-18 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | CADIAN CAPITAL MANAGEMENT, LP | 4.96M -21.5K (-0.4%) | 47.64M +391.5K (+0.8%) | 9.90% -0.047 pp | 3.44% +0.633 pp | USD15.31 -37.3% | 12 qtrs — |
| 2 | MORGAN STANLEY | 4.59M -23.5K (-0.5%) | 44.04M +328.1K (+0.8%) | 9.15% -0.051 pp | 0.00% +0.000 pp | USD15.59 -38.4% | 42 qtrs — |
| 3 | BLACKROCK, INC. | 4.00M -1.4K (0.0%) | 38.37M +466.0K (+1.2%) | 7.97% -0.006 pp | 0.00% +0.000 pp | USD7.79 +23.2% | 6 qtrs — |
| 4 | MILLENNIUM MANAGEMENT LLC | 3.24M +623.9K (+23.8%) | 31.15M +6.3M (+25.4%) | 6.47% +1.242 pp | 0.01% +0.003 pp | USD8.45 +13.6% | 7 qtrs — |
| 5 | VANGUARD GROUP INC | 2.91M +47.9K (+1.7%) | 27.90M +803.0K (+3.0%) | 5.80% +0.093 pp | 0.00% +0.000 pp | USD27.77 -65.4% | 42 qtrs — |
| 6 | FRED ALGER MANAGEMENT, LLC | 1.75M -25.9K (-1.5%) | 16.84M -35.3K (-0.2%) | 3.50% -0.053 pp | 0.07% +0.000 pp | USD17.99 -46.6% | 31 qtrs — |
| 7 | ASSENAGON ASSET MANAGEMENT S.A. | 1.49M -11.4K (-0.8%) | 14.28M +70.7K (+0.5%) | 2.97% -0.024 pp | 0.02% +0.000 pp | USD11.19 -14.2% | 10 qtrs — |
| 8 | UBS GROUP AG | 1.42M +90.4K (+6.8%) | 13.65M +1.0M (+8.1%) | 2.84% +0.179 pp | 0.00% +0.000 pp | USD9.27 +3.6% | 35 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.20M -10.5K (-0.9%) | 11.52M +44.0K (+0.4%) | 2.39% -0.022 pp | 0.00% +0.000 pp | USD21.71 -55.8% | 35 qtrs — |
| 10 | MAK CAPITAL ONE LLC | 1.20M +381.1K (+46.6%) | 11.51M +3.8M (+48.4%) | 2.39% +0.760 pp | 1.27% +0.074 pp | USD9.52 +0.8% | 2 qtrs — |
| 11 | BROWN CAPITAL MANAGEMENT LLC | 1.11M -1.5M (-57.6%) | 10.68M -14.2M (-57.0%) | 2.22% -3.013 pp | 0.88% -0.148 pp | USD34.19 -71.9% | 18 qtrs — |
| 12 | DEUTSCHE BANK AG\ | 996.0K +1.9K (+0.2%) | 9.56M +137.2K (+1.5%) | 1.99% +0.003 pp | 0.00% +0.000 pp | USD10.11 -5.0% | 34 qtrs — |
| 13 | STATE STREET CORP | 971.0K +7.3K (+0.8%) | 9.32M +185.3K (+2.0%) | 1.94% +0.014 pp | 0.00% +0.000 pp | USD21.68 -55.7% | 34 qtrs — |
| 14 | DIMENSIONAL FUND ADVISORS LP | 967.6K +32.8K (+3.5%) | 9.29M +427.3K (+4.8%) | 1.93% +0.065 pp | 0.00% +0.000 pp | USD16.80 -42.9% | 15 qtrs — |
| 15 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 840.5K +121.8K (+17.0%) | 8.07M +1.3M (+18.4%) | 1.68% +0.242 pp | 0.06% +0.010 pp | USD13.25 -27.5% | 14 qtrs — |
| 16 | ACADIAN ASSET MANAGEMENT LLC | 681.8K +10.5K (+1.6%) | 6.54M +183.0K (+2.9%) | 1.36% +0.020 pp | 0.01% 0.000 pp | USD7.51 +27.8% | 6 qtrs — |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 653.9K +379.0K (+137.9%) | 6.28M +3.7M (+140.9%) | 1.30% +0.756 pp | 0.00% +0.000 pp | USD10.18 -5.7% | 28 qtrs — |
| 18 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 635.1K +635.1K (+100.0%) | 6.10M +6.1M (+100.0%) | 1.27% +1.267 pp | 0.01% +0.007 pp | USD9.60 +0.0% | 1 qtrs NEW |
| 19 | MEROS INVESTMENT MANAGEMENT, LP | 626.4K +76.7K (+13.9%) | 6.01M +802.2K (+15.4%) | 1.25% +0.153 pp | 2.38% +0.160 pp | USD9.49 +1.2% | 2 qtrs — |
| 20 | BLACKSTONE INC. | 453.4K +— (+0.0%) | 4.35M +54.4K (+1.3%) | 0.90% 0.000 pp | 0.02% 0.000 pp | USD49.25 -80.5% | 21 qtrs — |
| 21 | NORTHERN TRUST CORP | 452.3K -34.2K (-7.0%) | 4.34M -269.5K (-5.8%) | 0.90% -0.069 pp | 0.00% +0.000 pp | USD25.13 -61.8% | 36 qtrs — |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 429.2K -271.0 (-0.1%) | 4.12M +48.9K (+1.2%) | 0.86% -0.001 pp | 0.00% +0.000 pp | USD21.71 -55.8% | 31 qtrs — |
| 23 | EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC | 403.9K +236.9K (+141.8%) | 3.88M +2.3M (+144.9%) | 0.81% +0.472 pp | 0.84% +0.480 pp | USD9.55 +0.5% | 2 qtrs — |
| 24 | NUVEEN, LLC | 374.8K -121.9K (-24.5%) | 3.60M -1.1M (-23.6%) | 0.75% -0.244 pp | 0.00% 0.000 pp | USD8.53 +12.5% | 4 qtrs — |
| 25 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 355.0K +— (+0.0%) | 3.41M +42.6K (+1.3%) | 0.71% 0.000 pp | 0.05% +0.001 pp | USD7.46 +28.7% | 3 qtrs — |
| 26 | NEEDHAM INVESTMENT MANAGEMENT LLC | 339.5K +32.0K (+10.4%) | 3.26M +344.1K (+11.8%) | 0.68% +0.064 pp | 0.21% +0.003 pp | USD10.68 -10.1% | 35 qtrs — |
| 27 | ARCHON CAPITAL MANAGEMENT LLC | 325.3K +75.0K (+30.0%) | 3.12M +750.0K (+31.6%) | 0.65% +0.149 pp | 1.78% +0.364 pp | USD8.43 +13.9% | 3 qtrs — |
| 28 | BULLSEYE ASSET MANAGEMENT LLC | 315.1K +18.5K (+6.2%) | 3.03M +214.0K (+7.6%) | 0.63% +0.037 pp | 1.63% +0.158 pp | USD15.45 -37.9% | 25 qtrs — |
| 29 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 312.1K +312.1K (+100.0%) | 3.00M +3.0M (+100.0%) | 0.62% +0.623 pp | 0.01% +0.005 pp | USD9.60 +0.0% | 1 qtrs NEW |
| 30 | TUDOR INVESTMENT CORP ET AL | 300.4K +9.7K (+3.3%) | 2.88M +127.9K (+4.6%) | 0.60% +0.019 pp | 0.01% +0.001 pp | USD7.46 +28.7% | 6 qtrs — |
| 31 | AQR CAPITAL MANAGEMENT LLC | 295.8K +5.6K (+1.9%) | 2.84M +88.3K (+3.2%) | 0.59% +0.011 pp | 0.00% 0.000 pp | USD6.73 +42.6% | 6 qtrs — |
| 32 | READYSTATE ASSET MANAGEMENT LP | 287.7K -16.9K (-5.5%) | 2.76M -125.3K (-4.3%) | 0.57% -0.034 pp | 0.11% -0.011 pp | USD6.91 +38.9% | 8 qtrs — |
| 33 | GROUP ONE TRADING, L.P. | 264.7K +255.9K (+2,914.4%) | 2.54M +2.5M (+2,952.5%) | 0.53% +0.511 pp | 0.00% +0.004 pp | USD9.49 +1.2% | 4 qtrs — |
| 34 | PHILADELPHIA TRUST CO | 263.2K +19.7K (+8.1%) | 2.53M +218.0K (+9.4%) | 0.53% +0.039 pp | 0.17% +0.012 pp | USD7.13 +34.6% | 4 qtrs — |
| 35 | BANK OF AMERICA CORP /DE/ | 255.2K -265.9K (-51.0%) | 2.45M -2.5M (-50.4%) | 0.51% -0.531 pp | 0.00% 0.000 pp | USD9.45 +1.6% | 35 qtrs — |
| 36 | D. E. SHAW & CO., INC. | 249.3K -137.5K (-35.5%) | 2.39M -1.3M (-34.7%) | 0.50% -0.275 pp | 0.00% -0.001 pp | USD9.73 -1.3% | 13 qtrs — |
| 37 | JANE STREET GROUP, LLC | 232.9K +99.9K (+75.1%) | 2.24M +975.1K (+77.3%) | 0.46% +0.199 pp | 0.00% +0.000 pp | USD9.44 +1.7% | 12 qtrs — |
| 38 | CITADEL ADVISORS LLC | 232.4K -156.2K (-40.2%) | 2.23M -1.5M (-39.4%) | 0.46% -0.312 pp | 0.00% 0.000 pp | USD9.13 +5.1% | 26 qtrs — |
| 39 | RENAISSANCE TECHNOLOGIES LLC | 226.0K -163.2K (-41.9%) | 2.17M -1.5M (-41.2%) | 0.45% -0.326 pp | 0.00% -0.002 pp | USD8.49 +13.1% | 5 qtrs — |
| 40 | CAPTION MANAGEMENT, LLC | 225.2K +— (+0.0%) | 2.16M +27.0K (+1.3%) | 0.45% 0.000 pp | 0.01% -0.002 pp | USD8.36 +14.8% | 9 qtrs — |
| 41 | GOLDMAN SACHS GROUP INC | 209.3K +43.2K (+26.0%) | 2.01M +434.6K (+27.6%) | 0.42% +0.086 pp | 0.00% +0.000 pp | USD17.66 -45.6% | 33 qtrs — |
| 42 | FEDERATED HERMES, INC. | 208.9K +124.0K (+146.0%) | 2.01M +1.2M (+149.1%) | 0.42% +0.247 pp | 0.00% +0.002 pp | USD8.56 +12.1% | 4 qtrs — |
| 43 | PERKINS CAPITAL MANAGEMENT INC | 204.0K -3.3K (-1.6%) | 1.96M -6.6K (-0.3%) | 0.41% -0.007 pp | 1.56% -0.177 pp | USD10.27 -6.5% | 22 qtrs — |
| 44 | JPMORGAN CHASE & CO | 203.5K -13.0K (-6.0%) | 1.95M -98.8K (-4.8%) | 0.41% -0.026 pp | 0.00% +0.000 pp | USD9.21 +4.2% | 31 qtrs — |
| 45 | BANK OF NEW YORK MELLON CORP | 203.5K +47.9K (+30.8%) | 1.95M +478.4K (+32.4%) | 0.41% +0.095 pp | 0.00% +0.000 pp | USD22.32 -57.0% | 35 qtrs — |
| 46 | STIFEL FINANCIAL CORP | 172.4K -1.6K (-0.9%) | 1.66M +5.3K (+0.3%) | 0.34% -0.003 pp | 0.00% +0.000 pp | USD8.14 +17.9% | 11 qtrs — |
| 47 | CONESTOGA CAPITAL ADVISORS, LLC | 159.9K +54.7K (+52.0%) | 1.53M +537.5K (+53.9%) | 0.32% +0.109 pp | 0.03% +0.010 pp | USD14.59 -34.2% | 28 qtrs — |
| 48 | SQUAREPOINT OPS LLC | 130.4K +50.6K (+63.4%) | 1.25M +495.5K (+65.5%) | 0.26% +0.101 pp | 0.00% +0.001 pp | USD9.53 +0.7% | 2 qtrs — |
| 49 | TREXQUANT INVESTMENT LP | 124.2K +68.0K (+120.9%) | 1.19M +659.2K (+123.7%) | 0.25% +0.136 pp | 0.01% +0.005 pp | USD8.40 +14.3% | 11 qtrs — |
| 50 | SG AMERICAS SECURITIES, LLC | 118.7K -8.6K (-6.7%) | 1.14M -67.0K (-5.6%) | 0.24% -0.017 pp | 0.00% -0.003 pp | USD9.25 +3.8% | 7 qtrs — |
| 51 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 114.4K +114.4K (+100.0%) | 1.10M +1.1M (+100.0%) | 0.23% +0.228 pp | 0.01% +0.007 pp | USD9.60 +0.0% | 1 qtrs NEW |
| 52 | STATE OF WISCONSIN INVESTMENT BOARD | 114.0K -26.6K (-18.9%) | 1.09M -238.9K (-17.9%) | 0.23% -0.053 pp | 0.00% -0.001 pp | USD10.48 -8.4% | 21 qtrs — |
| 53 | AMERICAN CENTURY COMPANIES INC | 113.7K +4.1K (+3.7%) | 1.09M +52.2K (+5.0%) | 0.23% +0.008 pp | 0.00% +0.000 pp | USD10.71 -10.4% | 11 qtrs — |
| 54 | RAYMOND JAMES FINANCIAL INC | 107.3K -2.4K (-2.2%) | 1.03M -9.8K (-0.9%) | 0.21% -0.005 pp | 0.00% +0.000 pp | USD9.47 +1.4% | 3 qtrs — |
| 55 | BARCLAYS PLC | 104.3K +22.9K (+28.1%) | 1.00M +341.1K (+51.7%) | 0.21% +0.046 pp | 0.00% +0.000 pp | USD9.61 -0.1% | 33 qtrs — |
| 56 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 100.0K +100.0K (+100.0%) | 960.0K +960.0K (+100.0%) | 0.20% +0.200 pp | 0.17% +0.171 pp | USD9.60 +0.0% | 1 qtrs NEW |
| 57 | INVESCO LTD. | 96.5K +15.6K (+19.3%) | 926.8K +159.5K (+20.8%) | 0.19% +0.031 pp | 0.00% +0.000 pp | USD15.60 -38.5% | 33 qtrs — |
| 58 | JACOBS LEVY EQUITY MANAGEMENT, INC | 95.5K -428.8K (-81.8%) | 916.8K -4.1M (-81.6%) | 0.19% -0.856 pp | 0.00% -0.016 pp | USD8.89 +8.0% | 5 qtrs — |
| 59 | PRUDENTIAL FINANCIAL INC | 88.3K -3.4K (-3.7%) | 847.2K -21.9K (-2.5%) | 0.18% -0.007 pp | 0.00% +0.000 pp | USD8.73 +10.0% | 3 qtrs — |
| 60 | MARATHON CAPITAL MANAGEMENT | 87.2K -22.8K (-20.7%) | 837.4K -205.4K (-19.7%) | 0.17% -0.046 pp | 0.18% -0.058 pp | USD13.29 -27.8% | 25 qtrs — |
| 61 | PRICE T ROWE ASSOCIATES INC /MD/ | 84.7K +17.1K (+25.3%) | 813.0K +172.0K (+26.8%) | 0.17% +0.034 pp | 0.00% +0.000 pp | USD19.64 -51.1% | 27 qtrs — |
| 62 | PEAK6 LLC | 79.5K -15.9K (-16.7%) | 763.2K -141.2K (-15.6%) | 0.16% -0.032 pp | 0.00% +0.000 pp | USD7.87 +22.0% | 4 qtrs — |
| 63 | RHUMBLINE ADVISERS | 78.7K -12.7K (-13.9%) | 755.4K -111.4K (-12.9%) | 0.16% -0.026 pp | 0.00% 0.000 pp | USD16.30 -41.1% | 31 qtrs — |
| 64 | WALLEYE TRADING LLC | 71.8K +71.8K (+100.0%) | 689.3K +689.3K (+100.0%) | 0.14% +0.143 pp | 0.00% +0.001 pp | USD9.60 +0.0% | 1 qtrs NEW |
| 65 | QUEST PARTNERS LLC | 70.6K +62.3K (+751.5%) | 677.4K +598.8K (+762.3%) | 0.14% +0.124 pp | 0.04% +0.033 pp | USD9.59 +0.1% | 2 qtrs — |
| 66 | CITIGROUP INC | 65.5K +63.4K (+3,003.0%) | 628.8K +608.8K (+3,042.3%) | 0.13% +0.127 pp | 0.00% +0.000 pp | USD9.60 +0.0% | 31 qtrs — |
| 67 | ADVISOR GROUP HOLDINGS, INC. | 62.3K -1.2K (-1.9%) | 597.9K +35.5K (+6.3%) | 0.12% -0.002 pp | 0.00% +0.000 pp | USD18.56 -48.3% | 24 qtrs — |
| 68 | ALLIANCEBERNSTEIN L.P. | 61.1K +— (+0.0%) | 586.7K +7.3K (+1.3%) | 0.12% 0.000 pp | 0.00% +0.000 pp | USD18.30 -47.5% | 31 qtrs — |
| 69 | GENEOS WEALTH MANAGEMENT INC. | 60.0K +— (+0.0%) | 576.0K +7.2K (+1.3%) | 0.12% 0.000 pp | 0.01% 0.000 pp | USD6.39 +50.2% | 7 qtrs — |
| 70 | FRANKLIN RESOURCES INC | 57.9K -220.0K (-79.2%) | 556.0K -2.1M (-78.9%) | 0.12% -0.439 pp | 0.00% -0.001 pp | USD28.42 -66.2% | 22 qtrs — |
| 71 | WELLS FARGO & COMPANY/MN | 56.0K +18.7K (+50.0%) | 537.5K +183.8K (+51.9%) | 0.11% +0.037 pp | 0.00% +0.000 pp | USD15.02 -36.1% | 42 qtrs — |
| 72 | DIAMETRIC CAPITAL, LP | 54.7K +54.7K (+100.0%) | 525.1K +525.1K (+100.0%) | 0.11% +0.109 pp | 0.14% +0.141 pp | USD9.60 +0.0% | 1 qtrs NEW |
| 73 | PENBROOK MANAGEMENT LLC | 52.8K +65.0 (+0.1%) | 507.2K +7.0K (+1.4%) | 0.11% +0.000 pp | 0.35% +0.001 pp | USD13.02 -26.3% | 11 qtrs — |
| 74 | HSBC HOLDINGS PLC | 51.9K +124.0 (+0.2%) | 498.3K +10.5K (+2.2%) | 0.10% +0.000 pp | 0.00% +0.000 pp | USD6.67 +43.9% | 7 qtrs — |
| 75 | EVANSON ASSET MANAGEMENT, LLC | 50.0K +— (+0.0%) | 480.0K +6.0K (+1.3%) | 0.10% +0.000 pp | 0.03% -0.001 pp | USD8.11 +18.4% | 6 qtrs — |
| 76 | INSPIRE INVESTING, LLC | 48.7K +882.0 (+1.8%) | 467.6K +14.2K (+3.1%) | 0.10% +0.002 pp | 0.04% -0.002 pp | USD10.91 -12.0% | 8 qtrs — |
| 77 | LEGATO CAPITAL MANAGEMENT LLC | 46.2K +46.2K (+100.0%) | 443.4K +443.4K (+100.0%) | 0.09% +0.092 pp | 0.04% +0.038 pp | USD9.60 +0.0% | 1 qtrs NEW |
| 78 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 46.2K +46.2K (+100.0%) | 443.4K +443.4K (+100.0%) | 0.09% +0.092 pp | 0.10% +0.095 pp | USD9.60 +0.0% | 1 qtrs NEW |
| 79 | SIERRA SUMMIT ADVISORS LLC | 45.1K +— (+0.0%) | 432.6K +5.4K (+1.3%) | 0.09% +0.000 pp | 0.07% +0.001 pp | USD15.04 -36.2% | 9 qtrs — |
| 80 | ROYAL BANK OF CANADA | 44.9K -95.8K (-68.1%) | 430.0K -904.0K (-67.8%) | 0.09% -0.191 pp | 0.00% 0.000 pp | USD13.91 -31.0% | 34 qtrs — |
| 81 | XTX TOPCO LTD | 44.2K +44.2K (+100.0%) | 423.9K +423.9K (+100.0%) | 0.09% +0.088 pp | 0.01% +0.011 pp | USD9.60 +0.0% | 7 qtrs — |
| 82 | GRANAHAN INVESTMENT MANAGEMENT, LLC | 40.2K +40.2K (+100.0%) | 385.9K +385.9K (+100.0%) | 0.08% +0.080 pp | 0.02% +0.017 pp | USD9.60 +0.0% | 1 qtrs NEW |
| 83 | STATE OF WYOMING | 38.9K +13.3K (+52.2%) | 373.3K +131.1K (+54.2%) | 0.08% +0.027 pp | 0.04% +0.013 pp | USD10.02 -4.2% | 19 qtrs — |
| 84 | CAMPBELL & CO INVESTMENT ADVISER LLC | 38.8K +21.6K (+124.9%) | 372.9K +209.2K (+127.8%) | 0.08% +0.043 pp | 0.02% +0.006 pp | USD9.55 +0.5% | 2 qtrs — |
| 85 | MAREX GROUP PLC | 37.0K +37.0K (+100.0%) | 355.2K +355.2K (+100.0%) | 0.07% +0.074 pp | 0.00% +0.002 pp | USD9.60 +0.0% | 1 qtrs NEW |
| 86 | HARBOR CAPITAL ADVISORS, INC. | 36.7K +36.7K (+100.0%) | 352.0K +352.0K (+100.0%) | 0.07% +0.073 pp | 0.03% +0.027 pp | USD9.60 +0.0% | 1 qtrs NEW |
| 87 | ENVESTNET ASSET MANAGEMENT INC | 36.2K +2.8K (+8.2%) | 348.0K +30.5K (+9.6%) | 0.07% +0.006 pp | 0.00% +0.000 pp | USD15.58 -38.4% | 23 qtrs — |
| 88 | IEQ CAPITAL, LLC | 35.7K -13.3K (-27.2%) | 342.5K -121.9K (-26.2%) | 0.07% -0.027 pp | 0.00% 0.000 pp | USD6.70 +43.3% | 4 qtrs — |
| 89 | TWO SIGMA INVESTMENTS, LP | 35.6K +35.6K (+100.0%) | 341.8K +341.8K (+100.0%) | 0.07% +0.071 pp | 0.00% +0.001 pp | USD9.60 +0.0% | 1 qtrs NEW |
| 90 | AQUATIC CAPITAL MANAGEMENT LLC | 34.9K +34.9K (+100.0%) | 335.0K +335.0K (+100.0%) | 0.07% +0.070 pp | 0.01% +0.010 pp | USD9.60 +0.0% | 1 qtrs NEW |
| 91 | QUBE RESEARCH & TECHNOLOGIES LTD | 34.6K +34.6K (+100.0%) | 331.9K +331.9K (+100.0%) | 0.07% +0.069 pp | 0.00% +0.000 pp | USD9.60 +0.0% | 1 qtrs NEW |
| 92 | QUANTINNO CAPITAL MANAGEMENT LP | 33.6K +4.2K (+14.3%) | 322.8K +43.9K (+15.7%) | 0.07% +0.008 pp | 0.00% 0.000 pp | USD7.65 +25.5% | 4 qtrs — |
| 93 | CREATIVE PLANNING | 29.6K +3.5K (+13.6%) | 284.2K +37.1K (+15.0%) | 0.06% +0.007 pp | 0.00% +0.000 pp | USD8.62 +11.4% | 3 qtrs — |
| 94 | HRT FINANCIAL LP | 29.4K +29.4K (+100.0%) | 281.0K +281.0K (+100.0%) | 0.06% +0.059 pp | 0.00% +0.001 pp | USD9.60 +0.0% | 4 qtrs — |
| 95 | ENGINEERS GATE MANAGER LP | 28.8K +28.8K (+100.0%) | 276.8K +276.8K (+100.0%) | 0.06% +0.058 pp | 0.00% +0.003 pp | USD9.60 +0.0% | 1 qtrs NEW |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco NASDAQ Future Gen 200 ETF QQQS | 0.51% | 113.1K | 0.20% |
| 2 | Invesco Dorsey Wright SmallCap Momentum ETF DWAS | 0.41% | 1.92M | 0.60% |
| 3 | Xtrackers CSI300 Swap UCITS ETF XCHA.L | 0.34% | 7.08M | 0.50% |
| 4 | WisdomTree U.S. SmallCap Fund EES | 0.11% | 756.1K | 0.38% |
| 5 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.07% | 685.8K | 0.20% |
| 6 | Avantis U.S. Small Cap Equity ETF AVSC | 0.06% | 1.76M | 0.25% |
| 7 | Vanguard U.S. Momentum Factor ETF VFMO | 0.05% | 914.0K | 0.13% |
| 8 | iShares Russell 2000 Value ETF IWN | 0.05% | 7.34M | 0.24% |
| 9 | Vanguard Russell 2000 Value ETF VTWV | 0.04% | 481.0K | 0.06% |
| 10 | Invesco RAFI US 1500 Small-Mid ETF PRFZ | 0.03% | 956.9K | 0.34% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | SHELTON JERRELL | Director / Officer | M-Exempt | A | Common Stock | 104,007 | 1.87 | 194.5K | 1,230,614 | D | ↗ |
| 2026-04-06 | SHELTON JERRELL | Director / Officer | M-Exempt | A | Common Stock | 50,000 | 1.87 | 93.5K | 1,126,607 | D | ↗ |
| 2026-03-23 | Sawicki Mark W | Officer | S-Sale | D | Common Stock | 1,341 | 8.18 | 11.0K | 102,356 | D | ↗ |
| 2026-03-23 | STEFANOVICH ROBERT | Officer | S-Sale | D | Common Stock | 1,094 | 8.18 | 8.9K | 279,277 | D | ↗ |
| 2026-03-23 | SHELTON JERRELL | Director / Officer | M-Exempt | A | Common Stock | 25,000 | 1.87 | 46.8K | 1,076,607 | D | ↗ |
| 2026-03-16 | ZECCHINI EDWARD J | Officer | S-Sale | D | Common Stock | 2,014 | 8.00 | 16.1K | 109,719 | D | ↗ |
| 2026-03-16 | Sawicki Mark W | Officer | S-Sale | D | Common Stock | 3,235 | 8.00 | 25.9K | 103,697 | D | ↗ |
| 2026-03-16 | STEFANOVICH ROBERT | Officer | S-Sale | D | Common Stock | 2,743 | 8.00 | 21.9K | 280,371 | D | ↗ |
| 2026-03-16 | SHELTON JERRELL | Director / Officer | S-Sale | D | Common Stock | 7,918 | 8.00 | 63.3K | 1,054,501 | D | ↗ |
| 2026-03-14 | ZECCHINI EDWARD J | Officer | A-Award | A | Stock Option (right to buy) | 63,965 | 8.60 | 550.1K | 63,965 | D | ↗ |
| 2026-03-14 | Sawicki Mark W | Officer | A-Award | A | Common Stock | 22,845 | 0.00 | — | 106,932 | D | ↗ |
| 2026-03-14 | STEFANOVICH ROBERT | Officer | A-Award | A | Stock Option (right to buy) | 82,240 | 8.60 | 707.3K | 82,240 | D | ↗ |
| 2026-03-14 | SHELTON JERRELL | Director / Officer | A-Award | A | Stock Option (right to buy) | 492,901 | 8.60 | 4.24M | 492,901 | D | ↗ |
| 2026-03-12 | STEFANOVICH ROBERT | Officer | S-Sale | D | Common Stock | 38,700 | 7.76 | 300.4K | 255,701 | D | ↗ |
| 2025-12-10 | Mandalam Ramkumar | Director | S-Sale | D | Common Stock | 11,570 | 9.99 | 115.5K | 80,758 | D | ↗ |
| 2025-09-11 | Hariri Robert J | Director | M-Exempt | A | Common Stock | 50,000 | 2.66 | 133.0K | 76,275 | D | ↗ |
| 2025-08-22 | Hariri Robert J | Director | S-Sale | D | Common Stock | 5,000 | 8.60 | 43.0K | 26,275 | D | ↗ |
| 2025-08-19 | STEFANOVICH ROBERT | Officer | M-Exempt | A | Common Stock | 26,164 | 3.07 | 80.3K | 216,513 | D | ↗ |
| 2025-08-13 | SHELTON JERRELL | Director / Officer | M-Exempt | A | Common Stock | 25,000 | 5.00 | 125.0K | 1,062,419 | D | ↗ |
| 2025-07-31 | SHELTON JERRELL | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 25,000 | 5.00 | 125.0K | 25,000 | D | ↗ |
| 2025-07-24 | SHELTON JERRELL | Director / Officer | M-Exempt | A | Common Stock | 25,000 | 5.00 | 125.0K | 1,012,419 | D | ↗ |
| 2025-07-22 | Mandalam Ramkumar | Director | M-Exempt | A | Common Stock | 60,000 | 3.07 | 184.2K | 133,056 | D | ↗ |
| 2025-07-08 | SHELTON JERRELL | Director / Officer | M-Exempt | A | Common Stock | 25,000 | 5.00 | 125.0K | 962,419 | D | ↗ |
| 2025-06-25 | SHELTON JERRELL | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 25,000 | 5.00 | 125.0K | 125,000 | D | ↗ |
| 2025-06-24 | SHELTON JERRELL | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 16,344 | 5.00 | 81.7K | 150,000 | D | ↗ |
| 2025-06-24 | Mandalam Ramkumar | Director | M-Exempt | D | Stock Option (right to buy) | 20,000 | 3.07 | 61.4K | 60,000 | D | ↗ |
| 2025-06-20 | SHELTON JERRELL | Director / Officer | S-Sale | D | Common Stock | 69,135 | 6.47 | 447.5K | 912,419 | D | ↗ |
| 2025-06-18 | SHELTON JERRELL | Director / Officer | M-Exempt | A | Common Stock | 119,281 | 5.00 | 596.4K | 1,031,700 | D | ↗ |
| 2025-06-17 | SHELTON JERRELL | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 50,000 | 5.00 | 250.0K | 506,064 | D | ↗ |
| 2025-06-13 | Mandalam Ramkumar | Director | S-Sale | D | Common Stock | 624 | 6.80 | 4.2K | 66,377 | D | ↗ |
| 2025-06-12 | Mandalam Ramkumar | Director | S-Sale | D | Common Stock | 1,895 | 7.01 | 13.3K | 67,001 | D | ↗ |
| 2025-06-11 | Mandalam Ramkumar | Director | S-Sale | D | Common Stock | 8,193 | 7.06 | 57.8K | 68,896 | D | ↗ |
| 2025-06-10 | ZECCHINI EDWARD J | Officer | M-Exempt | A | Common Stock | 75,000 | 3.07 | 230.3K | 141,911 | D | ↗ |
| 2025-06-09 | Mandalam Ramkumar | Director | S-Sale | D | Common Stock | 5,622 | 7.06 | 39.7K | 77,089 | D | ↗ |
| 2025-06-06 | Mandalam Ramkumar | Director | A-Award | A | Option (Right to Buy Common Stock) | 41,098 | 7.00 | 287.7K | 41,098 | D | ↗ |
| 2025-06-06 | Hariri Robert J | Director | A-Award | A | Common Stock | 23,214 | 0.00 | — | 31,275 | D | ↗ |
| 2025-06-06 | HANCOCK DANIEL M | Director | A-Award | A | Common Stock | 23,214 | 0.00 | — | 58,702 | D | ↗ |
| 2025-06-06 | BADDOUR LINDA | Director | A-Award | A | Common Stock | 23,214 | 0.00 | — | 57,749 | D | ↗ |
| 2025-06-04 | SHELTON JERRELL | Director / Officer | M-Exempt | A | Common Stock | 50,000 | 5.00 | 250.0K | 862,419 | D | ↗ |
| 2025-06-02 | SHELTON JERRELL | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 50,000 | 5.00 | 250.0K | 606,064 | D | ↗ |
| 2025-05-28 | Hariri Robert J | Director | S-Sale | D | Common Stock | 12,500 | 6.10 | 76.3K | 8,061 | D | ↗ |
| 2025-03-24 | Sawicki Mark W | Officer | S-Sale | D | Common Stock | 1,349 | 6.94 | 9.4K | 84,087 | D | ↗ |
| 2025-03-24 | STEFANOVICH ROBERT | Officer | S-Sale | D | Common Stock | 1,070 | 6.94 | 7.4K | 190,349 | D | ↗ |
| 2025-03-24 | SHELTON JERRELL | Director / Officer | S-Sale | D | Common Stock | 2,980 | 6.94 | 20.7K | 762,419 | D | ↗ |
| 2025-03-17 | ZECCHINI EDWARD J | Officer | S-Sale | D | Common Stock | 1,140 | 6.29 | 7.2K | 66,911 | D | ↗ |
| 2025-03-17 | Sawicki Mark W | Officer | S-Sale | D | Common Stock | 2,092 | 6.29 | 13.2K | 85,436 | D | ↗ |
| 2025-03-17 | STEFANOVICH ROBERT | Officer | S-Sale | D | Common Stock | 1,659 | 6.29 | 10.4K | 191,419 | D | ↗ |
| 2025-03-17 | SHELTON JERRELL | Director / Officer | S-Sale | D | Common Stock | 4,620 | 6.29 | 29.1K | 765,399 | D | ↗ |
| 2025-03-14 | ZECCHINI EDWARD J | Officer | A-Award | A | Common Stock | 8,000 | 0.00 | — | 68,051 | D | ↗ |
| 2025-03-14 | Sawicki Mark W | Officer | A-Award | A | Stock Option (right to buy) | 24,000 | 7.05 | 169.2K | 24,000 | D | ↗ |
| 2025-03-14 | STEFANOVICH ROBERT | Officer | A-Award | A | Stock Option (right to buy) | 25,000 | 7.05 | 176.3K | 25,000 | D | ↗ |
| 2025-03-14 | SHELTON JERRELL | Director / Officer | A-Award | A | Stock Option (right to buy) | 75,000 | 7.05 | 528.8K | 75,000 | D | ↗ |
| 2025-03-10 | Sawicki Mark W | Officer | S-Sale | D | Common Stock | 1,583 | 4.88 | 7.7K | 78,528 | D | ↗ |
| 2025-03-10 | STEFANOVICH ROBERT | Officer | S-Sale | D | Common Stock | 1,256 | 4.88 | 6.1K | 183,078 | D | ↗ |
| 2025-03-10 | SHELTON JERRELL | Director / Officer | S-Sale | D | Common Stock | 4,173 | 4.88 | 20.4K | 740,019 | D | ↗ |
| 2025-03-09 | Sawicki Mark W | Officer | M-Exempt | D | Restricted Stock Rights | 2,667 | 0.00 | — | 0 | D | ↗ |
| 2025-03-09 | STEFANOVICH ROBERT | Officer | M-Exempt | A | Common Stock | 2,667 | 0.00 | — | 184,334 | D | ↗ |
| 2025-03-09 | SHELTON JERRELL | Director / Officer | M-Exempt | A | Common Stock | 8,250 | 0.00 | — | 744,192 | D | ↗ |
| 2024-12-11 | STEFANOVICH ROBERT | Officer | M-Exempt | A | Common Stock | 53,334 | 4.80 | 256.0K | 181,667 | D | ↗ |
| 2024-12-02 | Mandalam Ramkumar | Director | M-Exempt | A | Common Stock | 10,834 | 4.80 | 52.0K | 66,866 | D | ↗ |
| 2024-11-22 | SHELTON JERRELL | Director / Officer | S-Sale | D | Common Stock | 22,817 | 6.47 | 147.6K | 735,942 | D | ↗ |
| 2024-11-21 | SHELTON JERRELL | Director / Officer | M-Exempt | A | Common Stock | 59,150 | 4.80 | 283.9K | 781,897 | D | ↗ |
| 2024-11-21 | Hariri Robert J | Director | S-Sale | D | Common Stock | 2,500 | 6.48 | 16.2K | 20,561 | D | ↗ |
| 2024-11-20 | SHELTON JERRELL | Director / Officer | M-Exempt | A | Common Stock | 60,000 | 4.80 | 288.0K | 772,747 | D | ↗ |
| 2024-11-19 | SHELTON JERRELL | Director / Officer | M-Exempt | A | Common Stock | 60,440 | 4.80 | 290.1K | 762,747 | D | ↗ |
| 2024-11-18 | SHELTON JERRELL | Director / Officer | M-Exempt | A | Common Stock | 60,215 | 4.80 | 289.0K | 752,307 | D | ↗ |
| 2024-08-19 | Hariri Robert J | Director | S-Sale | D | Common Stock | 1,000 | 9.47 | 9.5K | 23,061 | — | ↗ |
| 2024-08-16 | Hariri Robert J | Director | S-Sale | D | Common Stock | 1,000 | 9.00 | 9.0K | 23,561 | — | ↗ |
| 2024-08-14 | Hariri Robert J | Director | S-Sale | D | Common Stock | 1,000 | 8.40 | 8.4K | 24,561 | — | ↗ |
| 2024-08-02 | Mandalam Ramkumar | Director | M-Exempt | A | Common Stock | 4,167 | 5.04 | 21.0K | 60,199 | — | ↗ |
| 2024-05-17 | Mandalam Ramkumar | Director | A-Award | A | Common Stock | 12,845 | 0.00 | — | 56,032 | — | ↗ |
| 2024-05-17 | Hariri Robert J | Director | A-Award | A | Common Stock | 12,845 | 0.00 | — | 25,561 | — | ↗ |
| 2024-05-17 | HANCOCK DANIEL M | Director | A-Award | A | Common Stock | 12,845 | 0.00 | — | 35,488 | — | ↗ |
| 2024-05-17 | BERMAN RICHARD J | Director | A-Award | A | Option (Right to Buy Common Stock) | 23,830 | 12.65 | 301.4K | 23,830 | — | ↗ |
| 2024-05-17 | BADDOUR LINDA | Director | A-Award | A | Common Stock | 12,845 | 0.00 | — | 34,535 | — | ↗ |
| 2024-05-15 | BERMAN RICHARD J | Director | S-Sale | D | Common Stock | 8,105 | 13.41 | 108.7K | 100,000 | — | ↗ |
| 2024-05-14 | ZECCHINI EDWARD J | Officer | S-Sale | D | Common Stock | 3,443 | 13.37 | 46.0K | 60,051 | — | ↗ |
| 2024-03-25 | Sawicki Mark W | Officer | S-Sale | D | Common Stock | 1,367 | 17.54 | 24.0K | 77,444 | — | ↗ |
| 2024-03-25 | STEFANOVICH ROBERT | Officer | S-Sale | D | Common Stock | 1,079 | 17.54 | 18.9K | 128,333 | — | ↗ |
| 2024-03-25 | SHELTON JERRELL | Director / Officer | S-Sale | D | Common Stock | 2,631 | 17.54 | 46.2K | 692,182 | — | ↗ |
| 2024-03-15 | ZECCHINI EDWARD J | Officer | A-Award | A | Common Stock | 10,455 | 0.00 | — | 63,494 | — | ↗ |
| 2024-03-15 | Sawicki Mark W | Officer | A-Award | A | Stock Option (right to buy) | 11,500 | 16.70 | 192.1K | 11,500 | — | ↗ |
| 2024-03-15 | STEFANOVICH ROBERT | Officer | A-Award | A | Stock Option (right to buy) | 11,500 | 16.70 | 192.1K | 11,500 | — | ↗ |
| 2024-03-15 | SHELTON JERRELL | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 100,000 | 4.80 | 480.0K | 4,167 | — | ↗ |
| 2024-03-15 | Mandalam Ramkumar | Director | M-Exempt | D | Stock Option (right to buy) | 8,334 | 5.40 | 45.0K | 0 | — | ↗ |
| 2024-03-15 | BADDOUR LINDA | Director | M-Exempt | D | Restricted Stock Rights | 1,111 | 0.00 | — | 0 | — | ↗ |
| 2024-03-11 | Sawicki Mark W | Officer | S-Sale | D | Common Stock | 1,418 | 16.35 | 23.2K | 74,373 | — | ↗ |
| 2024-03-11 | STEFANOVICH ROBERT | Officer | S-Sale | D | Common Stock | 1,119 | 16.35 | 18.3K | 124,697 | — | ↗ |
| 2024-03-11 | SHELTON JERRELL | Director / Officer | S-Sale | D | Common Stock | 3,723 | 16.35 | 60.9K | 636,951 | — | ↗ |
| 2024-03-09 | Sawicki Mark W | Officer | M-Exempt | D | Restricted Stock Rights | 2,666 | 0.00 | — | 2,667 | — | ↗ |
| 2024-03-09 | STEFANOVICH ROBERT | Officer | M-Exempt | A | Common Stock | 2,666 | 0.00 | — | 125,816 | — | ↗ |
| 2024-03-09 | SHELTON JERRELL | Director / Officer | M-Exempt | D | Restricted Stock Rights | 8,250 | 0.00 | — | 8,250 | — | ↗ |
| 2023-12-14 | Hariri Robert J | Director | S-Sale | D | Common Stock | 800 | 16.89 | 13.5K | 12,716 | — | ↗ |
| 2023-12-11 | Hariri Robert J | Director | S-Sale | D | Common Stock | 1,000 | 15.50 | 15.5K | 13,516 | — | ↗ |
| 2023-09-12 | Sawicki Mark W | Officer | M-Exempt | A | Common Stock | 1,000 | 12.79 | 12.8K | 73,125 | — | ↗ |
| 2023-09-06 | Hariri Robert J | Director | S-Sale | D | Common Stock | 1,500 | 13.60 | 20.4K | 14,516 | — | ↗ |
| 2023-09-01 | SHELTON JERRELL | Director / Officer | M-Exempt | A | Common Stock | 54,000 | 1.87 | 101.0K | 659,299 | — | ↗ |
| 2023-08-29 | STEFANOVICH ROBERT | Officer | M-Exempt | A | Common Stock | 16,000 | 3.07 | 49.1K | 123,150 | — | ↗ |
| 2023-05-12 | ZECCHINI EDWARD J | Director | A-Award | A | Common Stock | 8,105 | 0.00 | — | 53,039 | — | ↗ |
| 2023-05-12 | Mandalam Ramkumar | Director | A-Award | A | Option (Right to Buy Common Stock) | 15,125 | 20.05 | 303.3K | 15,125 | — | ↗ |
| 2023-05-12 | Hariri Robert J | Director | A-Award | A | Option (Right to Buy Common Stock) | 15,125 | 20.05 | 303.3K | 15,125 | — | ↗ |
| 2023-05-12 | HANCOCK DANIEL M | Director | A-Award | A | Option (Right to Buy Common Stock) | 15,125 | 20.05 | 303.3K | 15,125 | — | ↗ |
| 2023-05-12 | BERMAN RICHARD J | Director | A-Award | A | Option (Right to Buy Common Stock) | 15,125 | 20.05 | 303.3K | 15,125 | — | ↗ |
| 2023-05-12 | BADDOUR LINDA | Director | A-Award | A | Option (Right to Buy Common Stock) | 15,125 | 20.05 | 303.3K | 15,125 | — | ↗ |
| 2023-05-11 | BERMAN RICHARD J | Director | S-Sale | D | Common Stock | 7,203 | 21.51 | 154.9K | 100,000 | — | ↗ |
| 2023-05-10 | STEFANOVICH ROBERT | Officer | M-Exempt | A | Common Stock | 19,918 | 3.24 | 64.5K | 127,068 | — | ↗ |
| 2023-05-10 | SHELTON JERRELL | Director / Officer | M-Exempt | A | Common Stock | 286,377 | 3.24 | 927.9K | 746,458 | — | ↗ |
| 2023-03-22 | Sawicki Mark W | Officer | A-Award | A | Stock Option (right to buy) | 20,910 | 23.78 | 497.2K | 20,910 | — | ↗ |
| 2023-03-22 | STEFANOVICH ROBERT | Officer | A-Award | A | Stock Option (right to buy) | 20,910 | 23.78 | 497.2K | 20,910 | — | ↗ |
| 2023-03-22 | SHELTON JERRELL | Director / Officer | A-Award | A | Stock Option (right to buy) | 60,952 | 23.78 | 1.45M | 60,952 | — | ↗ |
| 2023-03-15 | Sawicki Mark W | Officer | S-Sale | D | Common Stock | 1,362 | 20.79 | 28.3K | 61,670 | — | ↗ |
| 2023-03-15 | STEFANOVICH ROBERT | Officer | S-Sale | D | Common Stock | 1,069 | 20.79 | 22.2K | 96,695 | — | ↗ |
| 2023-03-15 | SHELTON JERRELL | Director / Officer | S-Sale | D | Common Stock | 2,599 | 20.79 | 54.0K | 432,989 | — | ↗ |
| 2023-03-15 | BADDOUR LINDA | Director | M-Exempt | A | Common Stock | 1,111 | 0.00 | — | 12,474 | — | ↗ |
| 2023-03-13 | Sawicki Mark W | Officer | S-Sale | D | Common Stock | 1,476 | 20.14 | 29.7K | 63,032 | — | ↗ |
| 2023-03-13 | STEFANOVICH ROBERT | Officer | S-Sale | D | Common Stock | 1,159 | 20.14 | 23.3K | 97,764 | — | ↗ |
| 2023-03-13 | SHELTON JERRELL | Director / Officer | S-Sale | D | Common Stock | 3,798 | 20.14 | 76.5K | 435,588 | — | ↗ |
| 2023-03-09 | Sawicki Mark W | Officer | M-Exempt | D | Restricted Stock Rights | 2,667 | 0.00 | — | 5,333 | — | ↗ |
| 2023-03-09 | STEFANOVICH ROBERT | Officer | M-Exempt | D | Restricted Stock Rights | 2,667 | 0.00 | — | 5,333 | — | ↗ |
| 2023-03-09 | SHELTON JERRELL | Director / Officer | M-Exempt | D | Restricted Stock Rights | 8,250 | 0.00 | — | 16,500 | — | ↗ |
| 2022-12-01 | BERMAN RICHARD J | Director | S-Sale | D | Common Stock | 7,250 | 19.63 | 142.3K | 0 | — | ↗ |
| 2022-08-16 | BERMAN RICHARD J | Director | S-Sale | D | Common Stock | 2,708 | 43.05 | 116.6K | 107,203 | — | ↗ |
| 2022-08-11 | Hariri Robert J | Director | S-Sale | D | Common Stock | 2,000 | 43.29 | 86.6K | 7,911 | — | ↗ |
| 2022-04-30 | Hariri Robert J | Director | M-Exempt | A | Common Stock | 2,708 | 0.00 | — | 9,911 | — | ↗ |
| 2022-04-30 | HANCOCK DANIEL M | Director | M-Exempt | D | Restricted Stock Rights | 2,708 | 0.00 | — | 0 | — | ↗ |
| 2022-04-30 | BERMAN RICHARD J | Director | M-Exempt | A | Common Stock | 2,708 | 0.00 | — | 109,911 | — | ↗ |
| 2022-04-30 | BADDOUR LINDA | Director | M-Exempt | A | Common Stock | 2,708 | 0.00 | — | 11,363 | — | ↗ |
| 2022-04-29 | ZECCHINI EDWARD J | Director | A-Award | A | Option (Right to Buy Common Stock) | 13,981 | 0.00 | — | 13,981 | — | ↗ |
| 2022-04-29 | Mandalam Ramkumar | Director | A-Award | A | Option (Right to Buy Common Stock) | 13,981 | 0.00 | — | 13,981 | — | ↗ |
| 2022-04-29 | Hariri Robert J | Director | M-Exempt | D | Restricted Stock Rights | 2,708 | 0.00 | — | 0 | — | ↗ |
| 2022-04-29 | HANCOCK DANIEL M | Director | A-Award | A | Option (Right to Buy Common Stock) | 13,981 | 22.56 | 315.4K | 13,981 | — | ↗ |
| 2022-04-29 | BERMAN RICHARD J | Director | A-Award | A | Option (Right to Buy Common Stock) | 13,981 | 0.00 | — | 13,981 | — | ↗ |
| 2022-04-29 | BADDOUR LINDA | Director | A-Award | A | Option (Right to Buy Common Stock) | 13,981 | 22.56 | 315.4K | 13,891 | — | ↗ |
| 2022-03-15 | BADDOUR LINDA | Director | M-Exempt | D | Restricted Stock Rights | 1,111 | 0.00 | — | 2,222 | — | ↗ |
| 2022-03-14 | Sawicki Mark W | Officer | A-Award | A | Common Stock | 10,455 | 0.00 | — | 61,841 | — | ↗ |
| 2022-03-14 | STEFANOVICH ROBERT | Officer | A-Award | A | Stock Option (right to buy) | 20,910 | 29.69 | 620.8K | 20,910 | — | ↗ |
| 2022-03-14 | SHELTON JERRELL | Officer | A-Award | A | Stock Option (right to buy) | 60,952 | 0.00 | — | 60,952 | — | ↗ |
| 2022-03-09 | Sawicki Mark W | Officer | S-Sale | D | Common Stock | 1,410 | 31.05 | 43.8K | 51,386 | — | ↗ |
| 2022-03-09 | STEFANOVICH ROBERT | Officer | M-Exempt | A | Common Stock | 2,667 | 0.00 | — | 86,896 | — | ↗ |
| 2022-03-09 | SHELTON JERRELL | Officer | M-Exempt | A | Common Stock | 8,250 | 0.00 | — | 407,342 | — | ↗ |
| 2022-01-27 | STEFANOVICH ROBERT | Officer | M-Exempt | A | Common Stock | 47,812 | 1.87 | 89.4K | 79,229 | — | ↗ |
| 2021-12-31 | SHELTON JERRELL | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-13 | SHELTON JERRELL | Director / Officer | M-Exempt | D | Option to purchase common stock | 287 | 3.24 | 929.88 | 286,377 | — | ↗ |
| 2021-12-10 | SHELTON JERRELL | Director / Officer | S-Sale | D | Common Stock | 8,092 | 65.54 | 530.3K | 565,401 | — | ↗ |
| 2021-11-16 | Blackstone Holdings II L.P. | 10% Owner | S-Sale | D | Common Stock | 11,400 | 76.00 | 866.4K | 10,339 | — | ↗ |
| 2021-11-16 | Blackstone Freeze Parent L.P. | 10% Owner | S-Sale | D | Common Stock | 11,400 | 76.00 | 866.4K | 10,339 | — | ↗ |
| 2021-11-10 | SHELTON JERRELL | Director / Officer | M-Exempt | A | Common Stock | 56,916 | 2.40 | 136.6K | 629,342 | — | ↗ |
| 2021-10-21 | HANCOCK DANIEL M | Director | M-Exempt | D | Option to purchase common stock | 11,217 | 14.35 | 161.0K | 0 | — | ↗ |
| 2021-10-20 | HANCOCK DANIEL M | Director | M-Exempt | A | Common Stock | 3,783 | 14.35 | 54.3K | 8,410 | — | ↗ |
| 2021-10-14 | STEFANOVICH ROBERT | Officer | S-Sale | D | Common Stock | 43,738 | 67.60 | 2.96M | 37,597 | — | ↗ |
| 2021-09-27 | HANCOCK DANIEL M | Director | M-Exempt | D | Option to purchase common stock | 10,000 | 14.35 | 143.5K | 15,000 | — | ↗ |
| 2021-09-15 | BERMAN RICHARD J | Director | S-Sale | D | Common Stock | 3,703 | 62.72 | 232.3K | 121,297 | — | ↗ |
| 2021-09-13 | BERMAN RICHARD J | Director | M-Exempt | D | Options to purchase common stock | 14,134 | 14.35 | 202.8K | 0 | — | ↗ |
| 2021-09-02 | HANCOCK DANIEL M | Director | M-Exempt | D | Option to purchase common stock | 574 | 14.35 | 8.2K | 25,000 | — | ↗ |
| 2021-08-24 | Blackstone Holdings II L.P. | 10% Owner | S-Sale | D | Common Stock | 7,638 | 60.00 | 458.3K | 21,739 | — | ↗ |
| 2021-08-24 | Blackstone Freeze Parent L.P. | 10% Owner | S-Sale | D | Common Stock | 7,638 | 60.00 | 458.3K | 21,739 | — | ↗ |
| 2021-08-11 | Sawicki Mark W | Officer | M-Exempt | A | Common Stock | 16,577 | 8.65 | 143.4K | 130,275 | — | ↗ |
| 2021-07-16 | STEFANOVICH ROBERT | Officer | M-Exempt | A | Common Stock | 20,000 | 4.80 | 96.0K | 31,417 | — | ↗ |
| 2021-07-15 | STEFANOVICH ROBERT | Officer | S-Sale | D | Common Stock | 7,965 | 55.59 | 442.8K | 11,417 | — | ↗ |
| 2021-07-07 | SHELTON JERRELL | Director / Officer | M-Exempt | D | Option to purchase common stock | 540 | 5.00 | 2.7K | 656,064 | — | ↗ |
| 2021-07-01 | ZECCHINI EDWARD J | Director | M-Exempt | D | Option to purchase common stock | 5,000 | 3.07 | 15.4K | 75,000 | — | ↗ |
| 2021-06-29 | HANCOCK DANIEL M | Director | S-Sale | D | Common Stock | 100 | 67.03 | 6.7K | 4,627 | — | ↗ |
| 2021-06-28 | HANCOCK DANIEL M | Director | M-Exempt | A | Common Stock | 9,326 | 14.35 | 133.8K | 13,953 | — | ↗ |
| 2021-06-22 | SHELTON JERRELL | Director / Officer | M-Exempt | D | Option to purchase common stock | 70,396 | 5.00 | 352.0K | 656,604 | — | ↗ |
| 2021-06-22 | HANCOCK DANIEL M | Director | M-Exempt | A | Common Stock | 12,850 | 9.73 | 125.0K | 17,477 | — | ↗ |
| 2021-06-15 | Blackstone Holdings II L.P. | 10% Owner | S-Sale | D | Common Stock | 195,440 | 60.00 | 11.73M | 1,259,019 | — | ↗ |
| 2021-06-15 | Blackstone Freeze Parent L.P. | 10% Owner | S-Sale | D | Common Stock | 4,560 | 60.00 | 273.6K | 29,377 | — | ↗ |
| 2021-06-10 | ZECCHINI EDWARD J | Director | M-Exempt | A | Common Stock | 4,167 | 7.80 | 32.5K | 39,190 | — | ↗ |
| 2021-06-09 | Blackstone Holdings II L.P. | 10% Owner | S-Sale | D | Common Stock | 488,599 | 60.00 | 29.32M | 1,454,459 | — | ↗ |
| 2021-06-09 | Blackstone Freeze Parent L.P. | 10% Owner | S-Sale | D | Common Stock | 488,599 | 60.00 | 29.32M | 1,454,459 | — | ↗ |
| 2021-06-08 | HANCOCK DANIEL M | Director | M-Exempt | D | Option to purchase common stock | 10,000 | 9.73 | 97.3K | 30,000 | — | ↗ |
| 2021-06-07 | HANCOCK DANIEL M | Director | M-Exempt | D | Option to purchase common stock | 10,000 | 9.73 | 97.3K | 40,000 | — | ↗ |
| 2021-06-01 | STEFANOVICH ROBERT | Officer | M-Exempt | A | Common Stock | 10,417 | 10.32 | 107.5K | 11,417 | — | ↗ |
| 2021-05-13 | ZECCHINI EDWARD J | Director | M-Exempt | A | Common Stock | 5,417 | 4.80 | 26.0K | 40,440 | — | ↗ |
| 2021-04-30 | ZECCHINI EDWARD J | Director | A-Award | A | Restricted Stock Rights | 2,708 | 0.00 | — | 2,708 | — | ↗ |
| 2021-04-30 | Mandalam Ramkumar | Director | A-Award | A | Restricted Stock Rights | 2,708 | 0.00 | — | 2,708 | — | ↗ |
| 2021-04-30 | Hariri Robert J | Director | A-Award | A | Restricted Stock Rights | 2,708 | 0.00 | — | 2,708 | — | ↗ |
| 2021-04-30 | HANCOCK DANIEL M | Director | A-Award | A | Restricted Stock Rights | 2,708 | 0.00 | — | 2,708 | — | ↗ |
| 2021-04-30 | BERMAN RICHARD J | Director | A-Award | A | Restricted Stock Rights | 2,708 | 0.00 | — | 2,708 | — | ↗ |
| 2021-04-30 | BADDOUR LINDA | Director | A-Award | A | Restricted Stock Rights | 2,708 | 0.00 | — | 2,708 | — | ↗ |
| 2021-04-29 | BADDOUR LINDA | Director | M-Exempt | D | Restricted Stock Rights | 341 | 0.00 | — | 0 | — | ↗ |
| 2021-04-08 | ZECCHINI EDWARD J | Director | M-Exempt | D | Option to purchase common stock | 5,417 | 4.80 | 26.0K | 5,417 | — | ↗ |
| 2021-04-07 | BERMAN RICHARD J | Director | M-Exempt | A | Common Stock | 20,866 | 14.35 | 299.4K | 100,000 | — | ↗ |
| 2021-03-31 | HANCOCK DANIEL M | Director | A-Award | A | Common Stock | 229 | 50.24 | 11.5K | 4,627 | — | ↗ |
| 2021-03-24 | BERMAN RICHARD J | Director | M-Exempt | A | Options to purchase common stock | 18,885 | 4.80 | 90.6K | 0 | — | ↗ |
| 2021-03-15 | BADDOUR LINDA | Director | A-Award | A | Option to purchase common stock | 683 | 57.87 | 39.5K | 683 | — | ↗ |
| 2021-03-11 | ZECCHINI EDWARD J | Director | M-Exempt | A | Common Stock | 4,167 | 5.04 | 21.0K | 39,190 | — | ↗ |
| 2021-03-10 | Sawicki Mark W | Officer | M-Exempt | D | Options to purchase common stock | 11,342 | 3.07 | 34.8K | 0 | — | ↗ |
| 2021-03-09 | Sawicki Mark W | Officer | A-Award | A | Option to purchase common stock | 21,333 | 58.94 | 1.26M | 21,333 | — | ↗ |
| 2021-03-09 | STEFANOVICH ROBERT | Officer | A-Award | A | Restricted Stock Rights | 10,667 | 0.00 | — | 10,667 | — | ↗ |
| 2021-03-09 | SHELTON JERRELL | Director / Officer | A-Award | A | Option to purchase common stock | 66,000 | 58.94 | 3.89M | 66,000 | — | ↗ |
| 2021-02-25 | Sawicki Mark W | Officer | — | D | Option to purchase common stock | 90,000 | 12.79 | 1.15M | 0 | — | ↗ |
| 2021-02-25 | BERMAN RICHARD J | Director | M-Exempt | A | Common Stock | 4,967 | 4.56 | 22.6K | 4,967 | — | ↗ |
| 2021-02-05 | Blackstone Holdings II L.P. | 10% Owner | C-Conversion | A | Common Stock | 29,933 | 38.62 | 1.16M | 45,338 | — | ↗ |
| 2021-02-05 | Blackstone Freeze Parent L.P. | 10% Owner | C-Conversion | A | Common Stock | 29,933 | 38.62 | 1.16M | 45,338 | — | ↗ |
| 2020-12-31 | ZECCHINI EDWARD J | Director | A-Award | A | Common Stock | 208 | 44.11 | 9.2K | 35,023 | — | ↗ |
| 2020-12-31 | HANCOCK DANIEL M | Director | A-Award | A | Common Stock | 261 | 44.11 | 11.5K | 4,398 | — | ↗ |
| 2020-12-28 | SHELTON JERRELL | Director / Officer | M-Exempt | A | Common Stock | 80,000 | 5.00 | 400.0K | 481,596 | — | ↗ |
| 2020-11-24 | Mandalam Ramkumar | Director | S-Sale | D | Common Stock | 11,092 | 48.00 | 532.4K | 20,054 | — | ↗ |
| 2020-11-11 | BERMAN RICHARD J | Director | M-Exempt | A | Common Stock | 11,700 | 4.56 | 53.4K | 20,000 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Jerrell W. Shelton President and Chief Executive Officer | 967.8K | — | 192.3K | 306.9K | 908.5K | — | 2.38M | 21.01% | ↗ |
| 2 | 2025 | Robert S. Stefanovich Senior Vice President and Chief Financial Officer | 597.9K | — | 64.1K | 101.6K | 342.0K | 14.0K | 1.12M | 14.80% | ↗ |
| 3 | 2025 | Edward Zecchini Senior Vice President and Chief Digital and Technology Officer | 597.9K | — | 51.3K | 82.8K | 342.0K | 14.0K | 1.09M | 12.33% | ↗ |
| 4 | 2025 | Mark W. Sawicki, Ph.D. Chief Scientific Officer | 597.9K | — | 57.7K | 97.6K | 218.9K | 14.0K | 986.1K | 15.75% | ↗ |
| 5 | 2024 | Jerrell W. Shelton President and Chief Executive Officer | 921.2K | — | 226.2K | 286.4K | 441.1K | — | 1.87M | 27.34% | ↗ |
| 6 | 2024 | Edward Zecchini Senior Vice President and Chief Digital and Technology Officer | 474.5K | — | 158.7K | 181.7K | 200.5K | 25.3K | 1.04M | 32.71% | ↗ |
| 7 | 2024 | Robert S. Stefanovich Senior Vice President and Chief Financial Officer | 568.7K | — | 87.3K | 96.6K | 200.5K | 13.8K | 966.9K | 19.02% | ↗ |
| 8 | 2024 | Mark W. Sawicki, Ph.D. Chief Scientific Officer | 568.7K | — | 87.3K | 96.6K | 164.3K | 13.8K | 930.8K | 19.76% | ↗ |
| 9 | 2023 | Jerrell W. Shelton President and Chief Executive Officer | 865.6K | — | 585.7K | 785.4K | — | — | 2.24M | 61.30% | ↗ |
| 10 | 2023 | Robert S. Stefanovich Senior Vice President and Chief Financial Officer | 534.4K | — | 226.0K | 269.2K | — | 13.2K | 1.04M | 47.49% | ↗ |
| 11 | 2023 | Mark W. Sawicki, Ph.D. Chief Scientific Officer | 534.4K | — | 226.0K | 269.2K | — | 13.2K | 1.04M | 47.49% | ↗ |
| 12 | 2022 | Jerrell W. Shelton President and Chief Executive Officer | 791.6K | — | 731.2K | 963.4K | — | — | 2.49M | 68.16% | ↗ |
| 13 | 2022 | Robert S. Stefanovich Senior Vice President and Chief Financial Officer | 488.8K | — | 282.2K | 330.1K | — | 12.2K | 1.11M | 55.00% | ↗ |
| 14 | 2022 | Mark W. Sawicki, Ph.D. Chief Scientific Officer | 488.8K | — | 282.2K | 330.1K | — | 12.2K | 1.11M | 55.00% | ↗ |
| 15 | 2021 | Jerrell W. Shelton President and Chief Executive Officer | 713.1K | — | 1.77M | 2.05M | 605.3K | — | 5.13M | 74.31% | ↗ |
| 16 | 2021 | Robert S. Stefanovich Senior Vice President and Chief Financial Officer | 437.5K | — | 571.5K | 661.1K | 234.6K | 11.6K | 1.92M | 64.32% | ↗ |
| 17 | 2021 | Mark W. Sawicki, Ph.D. Chief Scientific Officer | 437.5K | — | 571.5K | 661.1K | 234.6K | 11.6K | 1.92M | 64.32% | ↗ |
| 18 | 2020 | Jerrell W. Shelton President and Chief Executive Officer | 612.5K | 120.0K | — | 4.09M | 660.0K | — | 5.48M | 74.61% | ↗ |
| 19 | 2020 | Jerrell W. Shelton President and Chief Executive Officer | 612.5K | 120.0K | — | 4.09M | 660.0K | — | 5.48M | 74.61% | ↗ |
| 20 | 2020 | Robert S. Stefanovich Senior Vice President and Chief Financial Officer | 423.4K | 60.0K | — | 1.09M | 220.0K | 12.0K | 1.81M | 60.44% | ↗ |
| 21 | 2020 | Robert S. Stefanovich Senior Vice President and Chief Financial Officer | 423.4K | 60.0K | — | 1.09M | 220.0K | 12.0K | 1.81M | 60.44% | ↗ |
| 22 | 2019 | Jerrell W. Shelton President and Chief Executive Officer | 600.0K | — | — | 3.24M | 345.0K | — | 4.18M | 77.42% | ↗ |
| 23 | 2019 | Jerrell W. Shelton President and Chief Executive Officer | 600.0K | — | — | 3.24M | 345.0K | — | 4.18M | 77.42% | ↗ |
| 24 | 2019 | Robert S. Stefanovich Senior Vice President and Chief Financial Officer | 331.3K | — | — | 779.3K | 100.6K | 11.2K | 1.22M | 63.75% | ↗ |
| 25 | 2019 | Robert S. Stefanovich Senior Vice President and Chief Financial Officer | 331.3K | — | — | 779.3K | 100.6K | 11.2K | 1.22M | 63.75% | ↗ |
| 26 | 2018 | Jerrell W. Shelton President and Chief Executive Officer | 581.3K | 100.0K | — | 2.09M | — | — | 2.77M | 75.43% | ↗ |
| 27 | 2018 | Robert S. Stefanovich Senior Vice President and Chief Financial Officer | 293.6K | 60.0K | — | 478.7K | — | — | 832.3K | 57.51% | ↗ |
| 28 | 2018 | Robert S. Stefanovich Chief Financial Officer | 293.6K | 60.0K | — | 478.7K | — | — | 772.3K | 61.98% | ↗ |
| 29 | 2017 | Jerrell W. Shelton President and Chief Executive Officer | 435.4K | 100.0K | — | 986.5K | — | — | 1.52M | 64.82% | ↗ |
| 30 | 2017 | Robert S. Stefanovich Chief Financial Officer | 277.2K | 60.0K | — | 218.4K | — | — | 555.6K | 39.31% | ↗ |
| 31 | 2016 | Jerrell W. Shelton President and Chief Executive Officer | 225.0K | — | — | 449.3K | — | — | 674.3K | 66.63% | ↗ |
| 32 | 2016 | Robert S. Stefanovich Chief Financial Officer | 199.6K | 40.0K | — | 216.6K | — | — | 456.2K | 47.48% | ↗ |
| 33 | 2015 | Jerrell W. Shelton President and Chief Executive Officer | 300.0K | — | — | 1.63M | — | — | 1.93M | 84.42% | ↗ |
| 34 | 2015 | Robert S. Stefanovich Chief Financial Officer | 225.0K | — | — | — | — | — | 532.7K | 0.00% | ↗ |
| 35 | 2014 | Jerrell W. Shelton President and Chief Executive Officer | 300.0K | — | — | 930.4K | — | — | 1.23M | 75.62% | ↗ |
| 36 | 2014 | Robert S. Stefanovich Chief Financial Officer | 225.0K | — | — | 201.0K | — | — | 426.0K | 47.19% | ↗ |
| 37 | 2014 | Larry G. Stambaugh Former President, Chief Executive Officer and Chairman | — | — | — | — | — | — | — | — | ↗ |
| 38 | 2013 | Jerrell W. Shelton President and Chief Executive Officer | 122.9K | — | — | 295.4K | — | 4.4K | 422.7K | 69.88% | ↗ |
| 39 | 2013 | Steve Leatherman Chief Commercial Officer | 235.0K | — | — | 150.8K | — | — | 385.8K | 39.09% | ↗ |
| 40 | 2013 | Robert S. Stefanovich Chief Financial Officer | 225.0K | — | — | 40.7K | — | — | 265.7K | 15.30% | ↗ |
| 41 | 2013 | Robert S. Stefanovich Chief Financial Officer | 225.0K | — | — | 40.7K | — | — | 265.7K | 15.30% | ↗ |
| 42 | 2013 | Larry G. Stambaugh Former President, Chief Executive Officer and Chairman | 6.9K | — | — | — | — | 241.1K | 248.0K | 0.00% | ↗ |
| 43 | 2013 | Larry G. Stambaugh Former President, Chief Executive Officer and Chairman | 6.9K | — | — | — | — | 241.1K | 248.0K | 0.00% | ↗ |
| 44 | 2013 | Catherine M. Doll Former Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 45 | 2012 | Larry M. Stambaugh Former President, Chief Executive Officer and Chairman | 360.0K | — | — | — | — | — | 360.0K | 0.00% | ↗ |
| 46 | 2012 | Larry G. Stambaugh Former President, Chief Executive Officer and Chairman | 360.0K | — | — | — | — | — | 360.0K | 0.00% | ↗ |
| 47 | 2012 | Robert S. Stefanovich Principal Executive Officer and Chief Financial Officer | 176.4K | 25.0K | — | 105.4K | — | — | 306.8K | 34.35% | ↗ |
| 48 | 2012 | Robert S. Stefanovich Chief Financial Officer | 176.4K | 25.0K | — | 105.4K | — | — | 306.8K | 34.35% | ↗ |
| 49 | 2012 | Catherine M. Doll Former Chief Financial Officer | 3.5K | — | — | — | — | 72.1K | 75.7K | 0.00% | ↗ |
| 50 | 2012 | Steve Leatherman Chief Commercial Officer | — | — | — | — | — | — | — | — | ↗ |
| 51 | 2011 | Larry M. Stambaugh President, Chief Executive Officer and Chairman | 360.0K | 162.0K | — | — | — | — | 791.3K | 0.00% | ↗ |
| 52 | 2011 | Larry M. Stambaugh Former President, Chief Executive Officer and Chairman | 360.0K | 162.0K | — | 269.3K | — | — | 791.3K | 34.04% | ↗ |
| 53 | 2011 | Catherine M. Doll Former Chief Financial Officer | 183.1K | — | — | — | — | 245.3K | 428.4K | 0.00% | ↗ |
| 54 | 2011 | Robert S. Stefanovich Principal Executive Officer and Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 55 | 2010 | Larry M. Stambaugh President, Chief Executive Officer and Chairman | 288.0K | 341.0K | — | — | — | 9.1K | 922.1K | 0.00% | ↗ |
| 56 | 2010 | Catherine M. Doll Chief Financial Officer | 80.0K | — | — | 8.5K | — | 154.7K | 243.1K | 3.49% | ↗ |
| 57 | 2010 | Catherine M. Doll Former Chief Financial Officer | 80.0K | — | — | — | — | 154.7K | 243.1K | 0.00% | ↗ |
| 58 | 2010 | Bret Bollinger, Vice President of Operations | 133.0K | — | — | 34.0K | — | 7.5K | 174.5K | 19.50% | ↗ |
| 59 | 2009 | Bret Bollinger, Vice President of Operations | 124.0K | — | — | 57.4K | — | 6.9K | 188.3K | 30.48% | ↗ |
| 60 | 2009 | Larry M. Stambaugh President, Chief Executive Officer and Chairman | 48.0K | — | — | 28.7K | — | — | 76.7K | 37.41% | ↗ |
| 61 | 2009 | Catherine M. Doll Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jerrell W. Shelton | Chairman, President & Chief Executive Officer | 2M | male |
| Robert S. Stefanovich | Senior Vice President, Chief Financial Officer, Treasurer & Chief Administrative Officer | 953.9K | male |
| Edward J. Zecchini | Senior Vice President and Chief Digital & Technology Officer | 953.9K | male |
| Mark W. Sawicki | Senior Vice President & Chief Scientific Officer | 830.8K | — |
| Tony Ippolito | Vice President, General Counsel & Corporate Secretary | — | male |
| Kylie A. Crowe | Vice President of Global Human Resources & Organizational Development | — | female |
| Phil Wilson | Chief Operating Officer of Cryoport Systems, LLC | — | male |
| Thomas J. Heinzen | Vice President of Corporate Development & Investor Relations | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2023-09-15 | 2023-10-15 | Josh Gottheimer | NJ05 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2022-02-28 | 2022-03-03 | Donald Sternoff Beyer | VA08 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2022-01-31 | 2022-02-01 | Donald Sternoff Beyer | VA08 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2022-01-14 | 2022-02-01 | Donald Sternoff Beyer | VA08 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2022-01-13 | 2022-02-01 | Donald Sternoff Beyer | VA08 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2021-09-21 | 2021-10-01 | Donald Sternoff Beyer | VA08 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-11-24 | 2020-12-15 | Gilbert Cisneros | CA31 | — | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2020-11-17 | 2020-12-01 | Donald Sternoff Beyer | VA08 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2020-11-13 | 2020-12-09 | Josh Gottheimer | NJ05 | Joint | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2020-11-02 | 2020-12-01 | Donald Sternoff Beyer | VA08 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2020-07-14 | 2020-08-09 | Donald Sternoff Beyer | VA08 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-05-07 | 2020-05-31 | Donald Sternoff Beyer | VA08 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-02-18 | 2020-02-22 | Donald Sternoff Beyer | VA08 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2020-02-06 | 2020-03-10 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2020-01-17 | 2020-02-18 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2020-01-14 | 2020-02-10 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2020-01-13 | 2020-02-22 | Donald Sternoff Beyer | VA08 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2019-12-23 | 2020-01-02 | Donald Sternoff Beyer | VA08 | Joint | Purchase | $1,001 - $15,000 | ↗ |
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Community Opinion for CYRX
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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