Domo, Inc. (DOMO)
American Fork, UT, US
Domo, Inc. provides a sophisticated cloud-based platform specifically designed for business intelligence. This service is available globally, with operations spanning the United States, Japan, and other international territories. The platform's core function is to digitally unite an organization's entire workforce—from senior executives to on-the-ground employees—with essential data, internal systems, and colleagues. This integration grants users immediate access to crucial real-time information and actionable insights, enabling them to oversee and manage business operations conveniently from their smartphones. The company, which was originally incorporated in 2010, was known as Domo Technologies, Inc. before officially changing its name to Domo, Inc. in December 2011. Its corporate headquarters are situated in American Fork, Utah.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +6.92% | +11.80% | +17.13% | +16.16% | -63.55% | -50.53% | -67.17% | -68.48% | -93.63% | -84.73% | -84.73% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 3 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 2 |
7.50
+124.9%
|
| Last Year | 9 |
16.56
+396.6%
|
| All Time | 17 |
19.76
+492.5%
|
-
Revenue growth Software - Application: +13.0%+0.6% Q2'26: -0.9% (vs Q2'25)
-
EPS growth Software - Application: +28.6%+31.9% ★ Q2'26: +26.7% (vs Q2'25)
-
FCF margin FCF growth · Software - Application: +45.3%-20.1% Q2'26: +4.2% (vs Q2'25)
-
EBIT margin Software - Application: +9.4%-18.1% Q2'26: -13.8% (vs Q2'25)
-
ROIC Software - Application: +7.5%— Q2'26: +61.5% (vs Q2'25)
-
Share dilution Software - Application: +0.0%+6.5% Q2'26: +9.3% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×-4.84× Q2'26: -4.45× (vs Q2'25)
| Metric |
Jan 2019 actual |
Jan 2020 actual |
Jan 2021 actual |
Jan 2022 actual |
Jan 2023 actual |
Jan 2024 actual |
Jan 2025 actual |
Jan 2026 3 Rev. Ana. 4 EPS Ana. |
Jan 2027 6 Rev. Ana. 3 EPS Ana. |
Jan 2028 5 Rev. Ana. 3 EPS Ana. |
Jan 2029 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
142.46M
est: 140.84M (+1.2%)
|
173.40M
est: 172.90M (+0.3%)
|
210.18M
est: 207.41M (+1.3%)
|
257.96M
est: 255.19M (+1.1%)
|
308.65M
est: 306.44M (+0.7%)
|
318.99M
est: 318.37M (+0.2%)
|
317.04M
est: 316.23M (+0.3%)
|
317.89M
307.47M – 324.34M
+0.5% YoY
|
314.01M
303.48M – 319.40M
-1.2% YoY
|
316.66M
306.50M – 324.05M
+0.8% YoY
|
267.22M
258.46M – 272.64M
-15.6% YoY
|
| EBITDA |
-135.30M
est: -34.44M (-292.8%)
|
-108.35M
est: -134.58M (+19.5%)
|
-68.32M
est: -105.26M (+35.1%)
|
-83.11M
est: -94.48M (+12.0%)
|
-82.96M
est: -125.32M (+33.8%)
|
-47.51M
est: 44.24M (-207.4%)
|
-51.69M
est: 43.95M (-217.6%)
|
44.18M
42.73M – 45.07M
+0.5% YoY
|
43.64M
42.18M – 44.39M
-1.2% YoY
|
44.01M
42.59M – 45.03M
+0.8% YoY
|
37.14M
35.92M – 37.89M
-15.6% YoY
|
| EBIT |
-144.09M
est: -37.56M (-283.7%)
|
-115.27M
est: -132.80M (+13.2%)
|
-73.09M
est: -98.49M (+25.8%)
|
-88.47M
est: -85.35M (-3.7%)
|
-88.25M
est: -115.16M (+23.4%)
|
-54.13M
est: 223.2K (-24,351.6%)
|
-60.93M
est: 221.7K (-27,579.6%)
|
222.9K
215.6K – 227.4K
+0.5% YoY
|
220.1K
212.8K – 223.9K
-1.2% YoY
|
222.0K
214.9K – 227.2K
+0.8% YoY
|
187.3K
181.2K – 191.1K
-15.6% YoY
|
| Net Income |
-154.31M
est: -338.53M (+54.4%)
|
-125.66M
est: -144.00M (+12.7%)
|
-84.63M
est: -112.09M (+24.5%)
|
-102.11M
est: -100.24M (-1.9%)
|
-105.55M
est: -84.00M (-25.7%)
|
-75.57M
est: -87.97M (+14.1%)
|
-81.94M
est: -26.67M (-207.3%)
|
-3.47M
-3.60M – -3.34M
+87.0% YoY
|
6.44M
-6.44M – 19.33M
+285.8% YoY
|
3.73M
2.59M – 4.86M
-42.1% YoY
|
2.03M
1.96M – 2.10M
-45.5% YoY
|
| SGA |
161.26M
est: 101.25M (+59.3%)
|
163.51M
est: 124.29M (+31.6%)
|
160.04M
est: 188.09M (-14.9%)
|
198.26M
est: 209.83M (-5.5%)
|
229.35M
est: 245.71M (-6.7%)
|
213.35M
est: 220.52M (-3.3%)
|
206.83M
est: 219.04M (-5.6%)
|
220.19M
212.97M – 224.66M
+0.5% YoY
|
217.50M
210.21M – 221.24M
-1.2% YoY
|
219.34M
212.30M – 224.45M
+0.8% YoY
|
185.09M
179.03M – 188.85M
-15.6% YoY
|
| EPS |
-9.43
est: -8.79 (-7.2%)
|
-4.57
est: -3.86 (-18.4%)
|
-2.89
est: -1.85 (-56.5%)
|
-3.19
est: -1.28 (-149.2%)
|
-3.10
est: -0.70 (-340.3%)
|
-2.10
est: -2.16 (+3.0%)
|
-2.13
est: -0.65 (-229.9%)
|
-0.08
-0.09 – -0.08
+86.9% YoY
|
0.05
-0.16 – 0.47
+161.9% YoY
|
0.09
0.06 – 0.12
+81.1% YoY
|
0.05
0.05 – 0.05
-47.3% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-17 | Stephens & Co. | Overweight | Overweight | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-27 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-26 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-22 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-21 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-20 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-19 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-18 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-15 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-14 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-13 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-12 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 3.29M | 10.62% | — | 49.8K | 3.22M | 75.2K | IA | Pennsylvania | 2022-10-11 | ↗ |
| 2 | (1) BlackRock, Inc. | 3.14M | 10.30% | 2.97M | — | 3.14M | — | HC | Delaware | 2022-09-08 | ↗ |
| 3 | Daniel Patrick Gibson | 2.71M | 11.00% | — | 2.71M | — | — | IN | Sylebra Capital | 2020-01-22 | ↗ |
| 4 | Sylebra Capital Limited | 2.71M | 11.00% | — | 2.71M | — | — | IA, HC | Sylebra Capital | 2020-01-22 | ↗ |
| 5 | Sylebra Capital Management Limited | 2.71M | 11.00% | — | 2.71M | — | — | HC | Sylebra Capital | 2020-01-22 | ↗ |
| 6 | (1)Names of reporting persons. BlackRock, Inc. | 2.07M | 7.00% | — | — | — | — | HC | Delaware | 2022-02-08 | ↗ |
| 7 | Inc. | 1.82M | 5.45% | — | 1.81M | — | 1.82M | HC | — | 2024-02-14 | ↗ |
| 8 | Ahmet H. Okumus | 1.79M | 5.10% | — | 1.79M | — | 1.79M | IN | Delaware | 2024-11-13 | ↗ |
| 9 | RPD Fund Management LLC | 1.79M | 5.10% | — | 1.79M | — | 1.79M | OO | Delaware | 2024-11-13 | ↗ |
| 10 | TAM UK Holdings Limited | 1.73M | 5.19% | — | 1.73M | — | 1.73M | FI | — | 2024-02-14 | ↗ |
| 11 | TAM UK International Holdings Limited | 1.73M | 5.19% | — | 1.73M | — | 1.73M | FI | — | 2024-02-14 | ↗ |
| 12 | TC Financing Ltd | 1.73M | 5.19% | — | 1.73M | — | 1.73M | FI | — | 2024-02-14 | ↗ |
| 13 | Threadneedle Asset Management Holdings Limited | 1.73M | 5.19% | — | 1.73M | — | 1.73M | FI | — | 2024-02-14 | ↗ |
| 14 | Threadneedle Asset Management Limited | 1.73M | 5.19% | — | 1.73M | — | 1.73M | FI | — | 2024-02-14 | ↗ |
| 15 | Threadneedle Holdings Limited | 1.73M | 5.19% | — | 1.73M | — | 1.73M | FI | — | 2024-02-14 | ↗ |
| 16 | Threadneedle Investment Services Limited | 1.73M | 5.19% | — | 1.73M | — | 1.73M | FI | — | 2024-02-14 | ↗ |
| 17 | Benchmark Capital Management Co. VII, L.L.C. | 1.49M | 6.50% | 1.49M | 1.49M | 1.49M | 1.49M | OO | Delaware | 2018-08-10 | ↗ |
| 18 | Bruce W. Dunlevie | 1.49M | 6.50% | — | 1.49M | — | 1.49M | IN | U.S. Citizen | 2018-08-10 | ↗ |
| 19 | Eric H. Vishria | 1.49M | 6.50% | — | 1.49M | — | 1.49M | IN | U.S. Citizen | 2018-08-10 | ↗ |
| 20 | Kevin R. Harvey | 1.49M | 6.50% | — | 1.49M | — | 1.49M | IN | U.S. Citizen | 2018-08-10 | ↗ |
| 21 | Matthew R. Cohler | 1.49M | 6.50% | — | 1.49M | — | 1.49M | IN | U.S. Citizen | 2018-08-10 | ↗ |
| 22 | Peter Fenton | 1.49M | 6.50% | — | 1.49M | — | 1.49M | IN | U.S. Citizen | 2018-08-10 | ↗ |
| 23 | Steven M. Spurlock | 1.49M | 6.50% | — | 1.49M | — | 1.49M | IN | U.S. Citizen | 2018-08-10 | ↗ |
| 24 | Benchmark Capital Partners VII, L.P. (“BCP VII”) | 1.19M | 5.10% | 1.19M | 1.19M | 1.19M | 1.19M | PN | Delaware | 2018-08-10 | ↗ |
| 25 | Federated Hermes, Inc. | 1.12M | 3.66% | 1.12M | — | 1.12M | — | HC | Citizenship or place of Organization | 2022-08-10 | ↗ |
| 26 | J. Christopher Donahue | 1.12M | 3.66% | — | 1.12M | — | 1.12M | IN | Citizenship or place of Organization | 2022-08-10 | ↗ |
| 27 | Rhodora J. Donahue | 1.12M | 3.66% | — | 1.12M | — | 1.12M | IN | Citizenship or place of Organization | 2022-08-10 | ↗ |
| 28 | Thomas R. Donahue | 1.12M | 3.66% | — | 1.12M | — | 1.12M | IN | Citizenship or place of Organization | 2022-08-10 | ↗ |
| 29 | Voting Shares Irrevocable Trust | 1.12M | 3.66% | 1.12M | — | 1.12M | — | OO | Citizenship or place of Organization | 2022-08-10 | ↗ |
| 30 | BARCLAYS GLOBAL INVESTORS, NA. | 1.08M | 2.58% | 3.97M | 2.1K | 3.97M | 2.1K | BK | United States | 2018-08-14 | ↗ |
| 31 | Morgan Stanley | 906.5K | 3.40% | — | 882.7K | — | 906.5K | HC, CO | — | 2021-02-10 | ↗ |
| 32 | Benchmark Founders’ Fund VII-B, L.P. (“BFF VII-B”) | 174.6K | 0.80% | 174.6K | 174.6K | 174.6K | 174.6K | PN | Delaware | 2018-08-10 | ↗ |
| 33 | Benchmark Founders’ Fund VII, L.P. (“BFF VII”) | 131.8K | 0.60% | 131.8K | 131.8K | 131.8K | 131.8K | PN | Delaware | 2018-08-10 | ↗ |
| 34 | ArrowMark Colorado Holdings, LLC | — | 0.00% | — | — | — | — | IA | Delaware, United States | 2021-02-16 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VERADACE CAPITAL MANAGEMENT LLC | 1.56M +1.6M (+100.0%) | 13.14B +13.1B (+100.0%) | 3.76% +3.762 pp | 8.03% +8.031 pp | USD8.43 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 4.83M -171.8K (-3.4%) | 40.68M -38.5M (-48.6%) | 11.64% -0.653 pp | 0.00% -0.001 pp | USD23.26 -63.8% | 31 qtrs — |
| 3 | RPD FUND MANAGEMENT LLC | 3.62M +3.6M (+11,294.3%) | 30.55M +30.0M (+5,964.0%) | 8.74% +8.664 pp | 13.24% +12.926 pp | USD8.42 +0.1% | 5 qtrs — |
| 4 | AMERIPRISE FINANCIAL INC | 3.35M +885.3K (+35.9%) | 28.23M -10.8M (-27.7%) | 8.08% +2.018 pp | 0.01% -0.003 pp | USD10.58 -20.3% | 18 qtrs — |
| 5 | BLACKROCK, INC. | 3.17M +10.7K (+0.3%) | 26.75M -23.3M (-46.6%) | 7.66% -0.125 pp | 0.00% 0.000 pp | USD7.99 +5.5% | 6 qtrs — |
| 6 | CAPITAL RESEARCH GLOBAL INVESTORS | 2.98M +225.6K (+8.2%) | 25.08M -18.5M (-42.4%) | 7.18% +0.413 pp | 0.00% -0.004 pp | USD15.28 -44.8% | 2 qtrs — |
| 7 | PORTOLAN CAPITAL MANAGEMENT, LLC | 2.16M -526.0K (-19.6%) | 18.20M -24.3M (-57.2%) | 5.21% -1.397 pp | 0.98% -1.326 pp | USD13.72 -38.6% | 4 qtrs — |
| 8 | AIGH CAPITAL MANAGEMENT LLC | 1.84M +496.2K (+37.0%) | 15.49M -5.8M (-27.1%) | 4.43% +1.133 pp | 3.75% -2.238 pp | USD9.93 -15.1% | 4 qtrs — |
| 9 | ACADIAN ASSET MANAGEMENT LLC | 1.45M +4.4K (+0.3%) | 12.20M -10.7M (-46.6%) | 3.50% -0.058 pp | 0.02% -0.020 pp | USD11.60 -27.3% | 23 qtrs — |
| 10 | STATE STREET CORP | 1.29M +325.2K (+33.9%) | 10.84M -4.4M (-28.8%) | 3.10% +0.739 pp | 0.00% 0.000 pp | USD19.70 -57.2% | 30 qtrs — |
| 11 | PRELUDE CAPITAL MANAGEMENT, LLC | 1.10M +1.1M (+4,850.8%) | 9.28M +8.9M (+2,534.8%) | 2.66% +2.601 pp | 0.68% +0.655 pp | USD8.58 -1.7% | 7 qtrs — |
| 12 | CAPTRUST FINANCIAL ADVISORS | 961.8K +961.8K (+100.0%) | 8.11M +8.1M (+100.0%) | 2.32% +2.321 pp | 0.02% +0.015 pp | USD8.43 +0.0% | 1 qtrs NEW |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 836.0K +44.2K (+5.6%) | 7.05M -5.5M (-43.8%) | 2.02% +0.069 pp | 0.00% 0.000 pp | USD26.64 -68.4% | 30 qtrs — |
| 14 | FIRST TRUST ADVISORS LP | 748.2K +133.1K (+21.6%) | 6.31M -3.4M (-35.3%) | 1.81% +0.292 pp | 0.00% -0.003 pp | USD14.52 -41.9% | 2 qtrs — |
| 15 | GOLDMAN SACHS GROUP INC | 684.4K +420.1K (+159.0%) | 5.77M +1.6M (+37.8%) | 1.65% +1.001 pp | 0.00% +0.000 pp | USD10.97 -23.2% | 31 qtrs — |
| 16 | JACOBS LEVY EQUITY MANAGEMENT, INC | 576.9K +432.4K (+299.3%) | 4.86M +2.6M (+112.5%) | 1.39% +1.036 pp | 0.02% +0.010 pp | USD11.33 -25.6% | 26 qtrs — |
| 17 | FMR LLC | 450.2K +79.0K (+21.3%) | 3.79M -2.1M (-35.5%) | 1.09% +0.173 pp | 0.00% 0.000 pp | USD23.98 -64.8% | 18 qtrs — |
| 18 | RENAISSANCE TECHNOLOGIES LLC | 387.0K +178.9K (+86.0%) | 3.26M -33.7K (-1.0%) | 0.93% +0.422 pp | 0.01% +0.001 pp | USD13.58 -37.9% | 23 qtrs — |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 383.3K +52.2K (+15.8%) | 3.23M -2.0M (-38.4%) | 0.92% +0.110 pp | 0.00% 0.000 pp | USD27.67 -69.5% | 30 qtrs — |
| 20 | NORTHERN TRUST CORP | 277.1K -9.8K (-3.4%) | 2.34M -2.2M (-48.6%) | 0.67% -0.037 pp | 0.00% 0.000 pp | USD24.71 -65.9% | 31 qtrs — |
| 21 | KENNEDY CAPITAL MANAGEMENT LLC | 251.8K +251.8K (+100.0%) | 2.12M +2.1M (+100.0%) | 0.61% +0.607 pp | 0.04% +0.045 pp | USD8.43 +0.0% | 1 qtrs NEW |
| 22 | FIRSTHAND CAPITAL MANAGEMENT, INC. | 250.0K +— (+0.0%) | 2.11M -1.9M (-46.8%) | 0.60% -0.012 pp | 3.91% -2.735 pp | USD15.61 -46.0% | 26 qtrs — |
| 23 | TUDOR INVESTMENT CORP ET AL | 204.7K +204.7K (+100.0%) | 1.73M +1.7M (+100.0%) | 0.49% +0.494 pp | 0.00% +0.003 pp | USD8.43 +0.0% | 1 qtrs NEW |
| 24 | PARALLAX VOLATILITY ADVISERS, L.P. | 200.0K +200.0K (+100.0%) | 1.69M +1.7M (+100.0%) | 0.48% +0.483 pp | 0.00% +0.003 pp | USD8.43 +0.0% | 1 qtrs NEW |
| 25 | MACKENZIE FINANCIAL CORP | 197.4K +68.0K (+52.6%) | 1.68M -365.3K (-17.8%) | 0.48% +0.158 pp | 0.00% -0.001 pp | USD9.14 -7.8% | 19 qtrs — |
| 26 | SIG BROKERAGE, LP | 199.3K +199.3K (+100.0%) | 1.68M +1.7M (+100.0%) | 0.48% +0.481 pp | 0.05% +0.052 pp | USD8.43 +0.0% | 1 qtrs NEW |
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 189.1K +15.3K (+8.8%) | 1.59M -1.2M (-42.1%) | 0.46% +0.029 pp | 0.00% 0.000 pp | USD13.17 -36.0% | 30 qtrs — |
| 28 | CITADEL ADVISORS LLC | 179.7K -11.8K (-6.2%) | 1.51M -1.5M (-50.1%) | 0.43% -0.038 pp | 0.00% 0.000 pp | USD14.07 -40.1% | 29 qtrs — |
| 29 | UBS GROUP AG | 162.6K +47.0K (+40.7%) | 1.37M -460.1K (-25.1%) | 0.39% +0.108 pp | 0.00% 0.000 pp | USD12.39 -32.0% | 30 qtrs — |
| 30 | J. GOLDMAN & CO LP | 160.0K +160.0K (+100.0%) | 1.35M +1.3M (+100.0%) | 0.39% +0.386 pp | 0.04% +0.036 pp | USD8.43 +0.0% | 1 qtrs NEW |
| 31 | BNP PARIBAS ARBITRAGE, SNC | 128.3K +122.0K (+1,950.9%) | 1.08M +982.3K (+991.5%) | 0.31% +0.294 pp | 0.00% +0.000 pp | USD8.82 -4.4% | 28 qtrs — |
| 32 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 125.6K -35.9K (-22.2%) | 1.06M -1.5M (-58.6%) | 0.30% -0.094 pp | 0.00% -0.001 pp | USD11.08 -23.9% | 5 qtrs — |
| 33 | MORGAN STANLEY | 119.7K -204.5K (-63.1%) | 1.01M -4.1M (-80.3%) | 0.29% -0.509 pp | 0.00% 0.000 pp | USD17.31 -51.3% | 31 qtrs — |
| 34 | PALOGIC VALUE MANAGEMENT, L.P. | 105.0K +— (+0.0%) | 885.2K -778.1K (-46.8%) | 0.25% -0.005 pp | 0.37% -0.300 pp | USD12.69 -33.6% | 13 qtrs — |
| 35 | FRANKLIN RESOURCES INC | 104.2K -16.2K (-13.5%) | 878.5K -1.0M (-53.9%) | 0.25% -0.045 pp | 0.00% 0.000 pp | USD14.57 -42.1% | 8 qtrs — |
| 36 | JPMORGAN CHASE & CO | 102.5K -38.9K (-27.5%) | 863.9K -1.4M (-61.4%) | 0.25% -0.101 pp | 0.00% 0.000 pp | USD14.92 -43.5% | 31 qtrs — |
| 37 | RUSSELL INVESTMENTS GROUP, LTD. | 100.2K -8.0K (-7.4%) | 851.5K -898.9K (-51.4%) | 0.24% -0.025 pp | 0.00% -0.001 pp | USD17.33 -51.4% | 24 qtrs — |
| 38 | BARCLAYS PLC | 97.7K +18.1K (+22.7%) | 823.7K +225.9K (+37.8%) | 0.24% +0.040 pp | 0.00% +0.000 pp | USD11.63 -27.5% | 30 qtrs — |
| 39 | NOMURA HOLDINGS INC | 96.1K +96.1K (+100.0%) | 809.7K +809.7K (+100.0%) | 0.23% +0.232 pp | 0.00% +0.001 pp | USD8.43 +0.0% | 1 qtrs NEW |
| 40 | BANK OF NEW YORK MELLON CORP | 87.2K -37.0 (0.0%) | 735.5K -647.1K (-46.8%) | 0.21% -0.004 pp | 0.00% 0.000 pp | USD13.97 -39.7% | 31 qtrs — |
| 41 | D. E. SHAW & CO., INC. | 86.7K -11.6K (-11.8%) | 730.8K -825.3K (-53.0%) | 0.21% -0.033 pp | 0.00% -0.001 pp | USD11.79 -28.5% | 23 qtrs — |
| 42 | INVESCO LTD. | 77.0K +15.8K (+25.8%) | 649.3K -320.4K (-33.0%) | 0.19% +0.035 pp | 0.00% 0.000 pp | USD14.19 -40.6% | 23 qtrs — |
| 43 | QUBE RESEARCH & TECHNOLOGIES LTD | 76.4K +16.2K (+27.0%) | 643.8K -308.6K (-32.4%) | 0.18% +0.036 pp | 0.00% 0.000 pp | USD14.26 -40.9% | 2 qtrs — |
| 44 | ENGINEERS GATE MANAGER LP | 64.3K -68.2K (-51.5%) | 541.8K -1.6M (-74.2%) | 0.16% -0.171 pp | 0.01% -0.018 pp | USD16.89 -50.1% | 25 qtrs — |
| 45 | NUVEEN, LLC | 64.1K -207.4K (-76.4%) | 540.0K -3.8M (-87.4%) | 0.15% -0.513 pp | 0.00% -0.001 pp | USD10.35 -18.6% | 4 qtrs — |
| 46 | STATE OF WISCONSIN INVESTMENT BOARD | 56.4K -1.5K (-2.6%) | 475.3K -441.2K (-48.1%) | 0.14% -0.006 pp | 0.00% -0.001 pp | USD15.84 -46.8% | 2 qtrs — |
| 47 | PRICE T ROWE ASSOCIATES INC /MD/ | 52.1K -12.0K (-18.7%) | 440.0K -576.0K (-56.7%) | 0.13% -0.032 pp | 0.00% 0.000 pp | USD19.50 -56.8% | 21 qtrs — |
| 48 | ROCKWOOD WEALTH MANAGEMENT, LLC | 46.7K +1.0 (+0.0%) | 393.9K -346.2K (-46.8%) | 0.11% -0.002 pp | 0.03% -0.030 pp | USD11.13 -24.3% | 7 qtrs — |
| 49 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 45.1K -5.7K (-11.2%) | 380.0K -423.7K (-52.7%) | 0.11% -0.016 pp | 0.00% +0.001 pp | USD14.04 -40.0% | 3 qtrs — |
| 50 | RHUMBLINE ADVISERS | 44.8K -7.2K (-13.8%) | 377.9K -446.3K (-54.1%) | 0.11% -0.020 pp | 0.00% 0.000 pp | USD26.63 -68.3% | 29 qtrs — |
| 51 | LOS ANGELES CAPITAL MANAGEMENT LLC | 27.3K +27.3K (+100.0%) | 374.5K +374.5K (+100.0%) | 0.07% +0.066 pp | 0.00% +0.001 pp | USD8.43 +0.0% | 1 qtrs NEW |
| 52 | DIVERSIFY WEALTH MANAGEMENT, LLC | 48.9K +— (+0.0%) | 356.7K -324.9K (-47.7%) | 0.12% -0.002 pp | 0.02% -0.023 pp | USD10.96 -23.1% | 7 qtrs — |
| 53 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 41.1K -18.0K (-30.4%) | 346.3K -589.2K (-63.0%) | 0.10% -0.046 pp | 0.00% -0.002 pp | USD13.95 -39.6% | 8 qtrs — |
| 54 | GRAHAM CAPITAL MANAGEMENT, L.P. | 39.1K +18.2K (+86.7%) | 329.8K -2.1K (-0.6%) | 0.09% +0.043 pp | 0.01% +0.003 pp | USD12.40 -32.0% | 2 qtrs — |
| 55 | BANK OF AMERICA CORP /DE/ | 39.0K +1.4K (+3.7%) | 328.9K -267.3K (-44.8%) | 0.09% +0.002 pp | 0.00% +0.000 pp | USD13.24 -36.3% | 31 qtrs — |
| 56 | MILLENNIUM MANAGEMENT LLC | 38.7K -482.7K (-92.6%) | 325.9K -7.9M (-96.1%) | 0.09% -1.190 pp | 0.00% -0.003 pp | USD14.00 -39.8% | 31 qtrs — |
| 57 | STONERIDGE INVESTMENT PARTNERS LLC | 38.6K +38.6K (+100.0%) | 325.0K +325.0K (+100.0%) | 0.09% +0.093 pp | 0.23% +0.226 pp | USD8.43 +0.0% | 1 qtrs NEW |
| 58 | WELLS FARGO & COMPANY/MN | 38.6K -5.2K (-11.8%) | 325.0K -367.3K (-53.1%) | 0.09% -0.015 pp | 0.00% 0.000 pp | USD15.78 -46.6% | 30 qtrs — |
| 59 | WALLEYE CAPITAL LLC | 37.2K -6.0K (-13.9%) | 313.6K -370.7K (-54.2%) | 0.09% -0.017 pp | 0.00% -0.002 pp | USD13.00 -35.2% | 9 qtrs — |
| 60 | VERITION FUND MANAGEMENT LLC | 35.9K +2.7K (+8.1%) | 302.4K -223.4K (-42.5%) | 0.09% +0.005 pp | 0.00% -0.001 pp | USD13.86 -39.2% | 3 qtrs — |
| 61 | SG AMERICAS SECURITIES, LLC | 34.8K -4.8K (-12.1%) | 294.0K -334.0K (-53.2%) | 0.08% -0.014 pp | 0.00% -0.002 pp | USD15.84 -46.8% | 6 qtrs — |
| 62 | MAN GROUP PLC | 34.0K +34.0K (+100.0%) | 286.3K +286.3K (+100.0%) | 0.08% +0.082 pp | 0.00% +0.001 pp | USD8.43 +0.0% | 1 qtrs NEW |
| 63 | STATE OF WYOMING | 32.6K -281.0 (-0.9%) | 274.7K -245.9K (-47.2%) | 0.08% -0.002 pp | 0.03% -0.029 pp | USD13.97 -39.7% | 8 qtrs — |
| 64 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 29.4K +29.4K (+100.0%) | 248.0K +248.0K (+100.0%) | 0.07% +0.071 pp | 0.06% +0.056 pp | USD8.43 +0.0% | 1 qtrs NEW |
| 65 | ALLIANCEBERNSTEIN L.P. | 28.5K -3.0K (-9.5%) | 240.2K -258.6K (-51.9%) | 0.07% -0.009 pp | 0.00% 0.000 pp | USD20.97 -59.8% | 31 qtrs — |
| 66 | ENTRYPOINT CAPITAL, LLC | 26.4K +26.4K (+100.0%) | 222.5K +222.5K (+100.0%) | 0.06% +0.064 pp | 0.09% +0.087 pp | USD8.43 +0.0% | 1 qtrs NEW |
| 67 | SEI INVESTMENTS CO | 25.1K +1.0K (+4.3%) | 211.7K -169.7K (-44.5%) | 0.06% +0.001 pp | 0.00% 0.000 pp | USD13.74 -38.6% | 3 qtrs — |
| 68 | DEUTSCHE BANK AG\ | 25.1K +1.0K (+4.2%) | 211.4K -169.6K (-44.5%) | 0.06% +0.001 pp | 0.00% 0.000 pp | USD11.93 -29.3% | 30 qtrs — |
| 69 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 23.5K +— (+0.0%) | 198.1K -174.1K (-46.8%) | 0.06% -0.001 pp | 0.00% -0.004 pp | USD7.51 +12.3% | 6 qtrs — |
| 70 | METLIFE INVESTMENT MANAGEMENT, LLC | 18.6K -972.0 (-5.0%) | 156.5K -153.0K (-49.4%) | 0.04% -0.003 pp | 0.00% -0.001 pp | USD27.80 -69.7% | 28 qtrs — |
| 71 | AQR CAPITAL MANAGEMENT LLC | 18.3K -30.7K (-62.6%) | 154.5K -621.9K (-80.1%) | 0.04% -0.076 pp | 0.00% 0.000 pp | USD15.35 -45.1% | 22 qtrs — |
| 72 | XTX TOPCO LTD | 17.3K -6.3K (-26.6%) | 146.2K -228.0K (-60.9%) | 0.04% -0.016 pp | 0.00% -0.016 pp | USD12.52 -32.7% | 6 qtrs — |
| 73 | CIM INVESTMENT MANAGEMENT INC | 16.3K +— (+0.0%) | 137.7K -121.1K (-46.8%) | 0.04% -0.001 pp | 0.04% -0.034 pp | USD14.10 -40.2% | 13 qtrs — |
| 74 | VERSOR INVESTMENTS LP | 16.3K +16.3K (+100.0%) | 137.4K +137.4K (+100.0%) | 0.04% +0.039 pp | 0.02% +0.021 pp | USD8.43 +0.0% | 1 qtrs NEW |
| 75 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 15.6K +663.0 (+4.4%) | 131.2K -104.8K (-44.4%) | 0.04% +0.001 pp | 0.00% 0.000 pp | USD7.61 +10.8% | 7 qtrs — |
| 76 | QUANTINNO CAPITAL MANAGEMENT LP | 13.3K +13.3K (+100.0%) | 112.2K +112.2K (+100.0%) | 0.03% +0.032 pp | 0.00% +0.000 pp | USD8.43 +0.0% | 1 qtrs NEW |
| 77 | CREWE ADVISORS LLC | 12.8K +— (+0.0%) | 107.9K -94.8K (-46.8%) | 0.03% -0.001 pp | 0.01% -0.010 pp | USD14.57 -42.1% | 28 qtrs — |
| 78 | MERIT FINANCIAL GROUP, LLC | 12.5K +58.0 (+0.5%) | 105.6K -91.9K (-46.5%) | 0.03% -0.001 pp | 0.00% -0.001 pp | USD13.95 -39.6% | 3 qtrs — |
| 79 | JANE STREET GROUP, LLC | 11.5K -123.5K (-91.5%) | 96.9K -2.0M (-95.5%) | 0.03% -0.304 pp | 0.00% 0.000 pp | USD15.47 -45.5% | 3 qtrs — |
| 80 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 10.9K +10.9K (+100.0%) | 91.9K +91.9K (+100.0%) | 0.03% +0.026 pp | 0.00% +0.000 pp | USD8.43 +0.0% | 1 qtrs NEW |
| 81 | CREATIVE PLANNING | 10.8K -20.6K (-65.5%) | 91.4K -406.2K (-81.6%) | 0.03% -0.051 pp | 0.00% 0.000 pp | USD12.41 -32.1% | 5 qtrs — |
| 82 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10.5K -763.0 (-6.8%) | 88.2K -89.6K (-50.4%) | 0.03% -0.002 pp | 0.00% 0.000 pp | USD31.31 -73.1% | 28 qtrs — |
| 83 | KEMNAY ADVISORY SERVICES INC. | 10.5K +10.5K (+100.0%) | 88.1K +88.1K (+100.0%) | 0.03% +0.025 pp | 0.01% +0.013 pp | USD8.43 +0.0% | 1 qtrs NEW |
| 84 | OXFORD ASSET MANAGEMENT LLP | 10.4K +10.4K (+100.0%) | 87.9K +87.9K (+100.0%) | 0.03% +0.025 pp | 0.04% +0.036 pp | USD8.43 +0.0% | 1 qtrs NEW |
| 85 | CITIGROUP INC | 10.2K +23.0 (+0.2%) | 86.2K -75.4K (-46.7%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD8.03 +5.0% | 30 qtrs — |
| 86 | INTECH INVESTMENT MANAGEMENT LLC | 10.0K -3.0K (-22.7%) | 84.6K -121.2K (-58.9%) | 0.02% -0.008 pp | 0.00% -0.001 pp | USD7.25 +16.3% | 5 qtrs — |
| 87 | ANDINA CAPITAL MANAGEMENT, LLC | 10.0K +10.0K (+100.0%) | 84.3K +84.3K (+100.0%) | 0.02% +0.024 pp | 0.05% +0.051 pp | USD8.43 +0.0% | 1 qtrs NEW |
| 88 | AQUATIC CAPITAL MANAGEMENT LLC | 9.2K +9.2K (+100.0%) | 77.6K +77.6K (+100.0%) | 0.02% +0.022 pp | 0.00% +0.002 pp | USD8.43 +0.0% | 6 qtrs — |
| 89 | NEW YORK STATE COMMON RETIREMENT FUND | 8.6K +— (+0.0%) | 72.3K -63.5K (-46.8%) | 0.02% 0.000 pp | 0.00% 0.000 pp | USD34.53 -75.6% | 31 qtrs — |
| 90 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 8.5K +— (+0.0%) | 72.1K -63.3K (-46.8%) | 0.02% 0.000 pp | 0.00% -0.001 pp | USD8.30 +1.6% | 5 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Vanguard U.S. Value Factor ETF VFVA | 0.04% | 294.2K | 0.13% |
| 2 | iShares Micro-Cap ETF IWC | 0.03% | 439.3K | 0.60% |
| 3 | Fidelity Enhanced Small Cap ETF FESM | 0.03% | 1.56M | 0.28% |
| 4 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.02% | 8.1K | 0.35% |
| 5 | Invesco RAFI US 1500 Small-Mid ETF PRFZ | 0.01% | 334.3K | 0.34% |
| 6 | Vanguard Russell 2000 Growth ETF VTWG | 0.01% | 112.1K | 0.06% |
| 7 | iShares Russell 2000 Value ETF IWN | 0.00% | 646.0K | 0.24% |
| 8 | iShares Russell 2000 BuyWrite ETF IWMW | 0.00% | 2.4K | 0.39% |
| 9 | iShares Russell 2000 ETF IWM | 0.00% | 3.57M | 0.19% |
| 10 | iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO | 0.00% | 23.3K | 0.36% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | Daniel Daniel David III | Director | A-Award | A | Class B Common Stock | 4,165 | 0.00 | — | 8,420 | I | ↗ |
| 2026-03-20 | Thayne Daren | Officer | F-InKind | D | Class B Common Stock | 8,910 | 3.57 | 31.8K | 431,743 | D | ↗ |
| 2026-03-20 | Jolley David R | Director | F-InKind | D | Class B Common Stock | 6,298 | 3.57 | 22.5K | 235,377 | D | ↗ |
| 2026-03-20 | James Joshua G | Director / Officer / 10% Owner | F-InKind | D | Class B Common Stock | 22,669 | 3.57 | 80.9K | 1,489,692 | D | ↗ |
| 2026-03-20 | Crane Tod | Officer | F-InKind | D | Class B Common Stock | 4,284 | 3.57 | 15.3K | 222,658 | D | ↗ |
| 2026-01-16 | RPD Fund Management LLC | 10% Owner | — | — | Class B Common Stock, par value $0.001 per share | 0 | 0.00 | — | 3,512,826 | I | ↗ |
| 2025-12-22 | Daniel Daniel David III | Director | A-Award | A | Class B Common Stock | 245 | 0.00 | — | 4,255 | I | ↗ |
| 2025-12-20 | Thayne Daren | Officer | F-InKind | D | Class B Common Stock | 7,958 | 9.19 | 73.1K | 440,353 | D | ↗ |
| 2025-12-20 | Maughan Mark | Officer | F-InKind | D | Class B Common Stock | 4,708 | 9.19 | 43.3K | 236,915 | D | ↗ |
| 2025-12-20 | Jolley David R | Director | F-InKind | D | Class B Common Stock | 6,346 | 9.19 | 58.3K | 241,675 | D | ↗ |
| 2025-12-20 | James Joshua G | Director / Officer / 10% Owner | F-InKind | D | Class B Common Stock | 32,926 | 9.19 | 302.6K | 1,512,361 | D | ↗ |
| 2025-12-20 | Crane Tod | Officer | F-InKind | D | Class B Common Stock | 3,751 | 9.19 | 34.5K | 226,642 | D | ↗ |
| 2025-10-06 | Daniel Daniel David III | Director | G-Gift | D | Class B Common Stock | 4,429 | 0.00 | — | 4,010 | I | ↗ |
| 2025-09-22 | Daniel Daniel David III | Director | J-Other | D | Class B Common Stock | 507,500 | 0.00 | — | 273,900 | I | ↗ |
| 2025-09-20 | Thayne Daren | Officer | F-InKind | D | Class B Common Stock | 7,958 | 18.20 | 144.8K | 448,311 | D | ↗ |
| 2025-09-20 | Maughan Mark | Officer | F-InKind | D | Class B Common Stock | 7,178 | 18.20 | 130.6K | 241,623 | D | ↗ |
| 2025-09-20 | Jolley David R | Director | F-InKind | D | Class B Common Stock | 5,330 | 18.20 | 97.0K | 248,021 | D | ↗ |
| 2025-09-20 | James Joshua G | Director / Officer / 10% Owner | F-InKind | D | Class B Common Stock | 32,926 | 18.20 | 599.3K | 1,545,287 | D | ↗ |
| 2025-09-20 | Crane Tod | Officer | F-InKind | D | Class B Common Stock | 8,576 | 18.20 | 156.1K | 230,393 | D | ↗ |
| 2025-07-02 | James Joshua G | Director / Officer / 10% Owner | A-Award | A | Class B Common Stock | 450,000 | 0.00 | — | 1,578,213 | D | ↗ |
| 2025-06-24 | Wright Ryan | Director | A-Award | A | Class B Common Stock | 6,730 | 0.00 | — | 57,368 | D | ↗ |
| 2025-06-24 | Strong Dan | Director | A-Award | A | Class B Common Stock | 13,461 | 0.00 | — | 67,687 | D | ↗ |
| 2025-06-24 | Soto Renee | Director | A-Award | A | Class B Common Stock | 13,461 | 0.00 | — | 67,687 | D | ↗ |
| 2025-06-24 | PESTANA JOHN R | Director | A-Award | A | Class B Common Stock | 13,461 | 0.00 | — | 61,770 | D | ↗ |
| 2025-06-24 | KEARL JEFF | Director | A-Award | A | Class B Common Stock | 13,461 | 0.00 | — | 80,597 | D | ↗ |
| 2025-06-24 | Jolley David R | Director | A-Award | A | Class B Common Stock | 6,730 | 0.00 | — | 253,351 | D | ↗ |
| 2025-06-24 | Daniel Daniel David III | Director | A-Award | A | Class B Common Stock | 13,461 | 0.00 | — | 72,442 | D | ↗ |
| 2025-06-24 | Clark Carine S. | Director | A-Award | A | Class B Common Stock | 13,461 | 0.00 | — | 73,359 | D | ↗ |
| 2025-06-20 | Thayne Daren | Officer | F-InKind | D | Class B Common Stock | 13,720 | 12.70 | 174.2K | 456,269 | D | ↗ |
| 2025-06-20 | Maughan Mark | Officer | F-InKind | D | Class B Common Stock | 8,687 | 12.70 | 110.3K | 248,801 | D | ↗ |
| 2025-06-20 | Jolley David R | Director | F-InKind | D | Class B Common Stock | 9,122 | 12.70 | 115.8K | 246,621 | D | ↗ |
| 2025-06-20 | James Joshua G | Director / Officer / 10% Owner | P-Purchase | A | Class B Common Stock | 13,025 | 12.74 | 165.9K | 1,079,972 | D | ↗ |
| 2025-06-20 | Daniel Daniel David III | Director | A-Award | A | Class B Common Stock | 177 | 0.00 | — | 8,015 | I | ↗ |
| 2025-06-20 | Crane Tod | Officer | F-InKind | D | Class B Common Stock | 4,859 | 12.70 | 61.7K | 238,969 | D | ↗ |
| 2025-06-01 | Daniel Daniel David III | Director | A-Award | A | Class B Common Stock | 400 | 0.00 | — | 7,838 | I | ↗ |
| 2025-05-27 | Thayne Daren | Officer | A-Award | A | Class B Common Stock | 70,000 | 0.00 | — | 469,989 | D | ↗ |
| 2025-05-27 | Maughan Mark | Officer | A-Award | A | Class B Common Stock | 50,000 | 0.00 | — | 257,488 | D | ↗ |
| 2025-05-27 | Crane Tod | Officer | A-Award | A | Class B Common Stock | 70,000 | 0.00 | — | 243,828 | D | ↗ |
| 2025-04-10 | Thayne Daren | Officer | F-InKind | D | Class B Common Stock | 8,188 | 8.26 | 67.6K | 399,989 | D | ↗ |
| 2025-04-10 | Maughan Mark | Officer | A-Award | A | Class B Common Stock | 14,470 | 0.00 | — | 211,703 | D | ↗ |
| 2025-04-10 | James Joshua G | Director / Officer / 10% Owner | F-InKind | D | Class B Common Stock | 12,596 | 8.26 | 104.0K | 1,066,947 | D | ↗ |
| 2025-04-10 | Crane Tod | Officer | F-InKind | D | Class B Common Stock | 2,826 | 8.26 | 23.3K | 173,828 | D | ↗ |
| 2025-04-04 | James Joshua G | Director / Officer / 10% Owner | P-Purchase | A | Class B Common Stock | 77,300 | 6.50 | 502.2K | 116,600 | I | ↗ |
| 2025-04-04 | Daniel Daniel David III | Director | P-Purchase | A | Class B Common Stock | 120,000 | 6.44 | 772.5K | 781,400 | I | ↗ |
| 2025-03-20 | Thayne Daren | Officer | F-InKind | D | Class B Common Stock | 7,657 | 8.29 | 63.5K | 379,548 | D | ↗ |
| 2025-03-20 | Maughan Mark | Officer | F-InKind | D | Class B Common Stock | 3,585 | 8.29 | 29.7K | 196,933 | D | ↗ |
| 2025-03-20 | James Joshua G | Director / Officer / 10% Owner | F-InKind | D | Class B Common Stock | 17,548 | 8.29 | 145.5K | 1,035,959 | D | ↗ |
| 2025-03-20 | Crane Tod | Officer | F-InKind | D | Class B Common Stock | 2,076 | 8.29 | 17.2K | 166,548 | D | ↗ |
| 2025-03-14 | Maughan Mark | Officer | — | — | Class B Common Stock | 0 | 0.00 | — | 200,518 | D | ↗ |
| 2025-03-13 | Jolley David R | Director | S-Sale | D | Class B Common Stock | 25,000 | 8.31 | 207.9K | 255,743 | D | ↗ |
| 2025-03-07 | Jolley David R | Director | — | — | Class B Common Stock | 0 | 0.00 | — | 280,743 | D | ↗ |
| 2025-03-06 | Wright Ryan | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-20 | Thayne Daren | Officer | F-InKind | D | Class B Common Stock | 9,879 | 7.13 | 70.4K | 387,205 | D | ↗ |
| 2024-12-20 | James Joshua G | Director / Officer / 10% Owner | F-InKind | D | Class B Common Stock | 26,066 | 7.13 | 185.9K | 1,053,507 | D | ↗ |
| 2024-12-20 | Crane Tod | Officer | F-InKind | D | Class B Common Stock | 8,426 | 7.13 | 60.1K | 168,624 | D | ↗ |
| 2024-11-01 | Crane Tod | Officer | — | — | Class B Common Stock | 0 | 0.00 | — | 177,050 | D | ↗ |
| 2024-09-20 | Thayne Daren | Officer | F-InKind | D | Class B Common Stock | 9,879 | 7.02 | 69.4K | 396,784 | D | ↗ |
| 2024-09-20 | Jolley David R | Officer | F-InKind | D | Class B Common Stock | 6,174 | 7.02 | 43.3K | 285,291 | D | ↗ |
| 2024-09-20 | James Joshua G | Director / Officer / 10% Owner | F-InKind | D | Class B Common Stock | 26,066 | 7.02 | 183.0K | 1,079,573 | D | ↗ |
| 2024-09-06 | Jolley David R | Officer | P-Purchase | A | Class B Common Stock | 10,000 | 6.99 | 69.9K | 291,465 | — | ↗ |
| 2024-06-21 | Thayne Daren | Officer | S-Sale | D | Class B Common Stock | 7,095 | 6.85 | 48.6K | 406,663 | — | ↗ |
| 2024-06-21 | Daniel Daniel David III | Director | P-Purchase | A | Class B Common Stock | 100,000 | 6.84 | 683.7K | 661,400 | — | ↗ |
| 2024-06-20 | Jolley David R | Officer | F-InKind | D | Class B Common Stock | 4,078 | 6.90 | 28.1K | 281,465 | — | ↗ |
| 2024-06-20 | James Joshua G | Director / Officer / 10% Owner | F-InKind | D | Class B Common Stock | 26,126 | 6.90 | 180.3K | 1,105,639 | — | ↗ |
| 2024-06-20 | Daniel Daniel David III | Director | P-Purchase | A | Class B Common Stock | 150,000 | 6.87 | 1.03M | 561,400 | — | ↗ |
| 2024-06-18 | Daniel Daniel David III | Director | P-Purchase | A | Class B Common Stock | 150,000 | 6.69 | 1.00M | 411,400 | — | ↗ |
| 2024-06-11 | Strong Dan | Director | A-Award | A | Class B Common Stock | 25,735 | 0.00 | — | 54,226 | — | ↗ |
| 2024-06-11 | Soto Renee | Director | A-Award | A | Class B Common Stock | 25,735 | 0.00 | — | 54,226 | — | ↗ |
| 2024-06-11 | PESTANA JOHN R | Director | A-Award | A | Class B Common Stock | 25,735 | 0.00 | — | 48,309 | — | ↗ |
| 2024-06-11 | KEARL JEFF | Director | A-Award | A | Class B Common Stock | 25,735 | 0.00 | — | 67,136 | — | ↗ |
| 2024-06-11 | Daniel Daniel David III | Director | A-Award | A | Class B Common Stock | 25,735 | 0.00 | — | 58,981 | — | ↗ |
| 2024-06-11 | Clark Carine S. | Director | A-Award | A | Class B Common Stock | 25,735 | 0.00 | — | 59,898 | — | ↗ |
| 2024-05-21 | Thayne Daren | Officer | A-Award | A | Class B Common Stock | 70,000 | 0.00 | — | 413,758 | — | ↗ |
| 2024-05-21 | Jolley David R | Officer | A-Award | A | Class B Common Stock | 70,000 | 0.00 | — | 285,543 | — | ↗ |
| 2024-05-21 | James Joshua G | Director / Officer / 10% Owner | A-Award | A | Class B Common Stock | 250,000 | 0.00 | — | 1,131,765 | — | ↗ |
| 2024-04-11 | Jolley David R | Officer | S-Sale | D | Class B Common Stock | 12,000 | 8.50 | 102.0K | 215,543 | — | ↗ |
| 2024-04-04 | Thayne Daren | Officer | S-Sale | D | Class B Common Stock | 22,500 | 9.04 | 203.3K | 343,758 | — | ↗ |
| 2024-03-22 | Thayne Daren | Officer | S-Sale | D | Class B Common Stock | 2,866 | 9.59 | 27.5K | 365,958 | — | ↗ |
| 2024-03-21 | Thayne Daren | Officer | S-Sale | D | Class B Common Stock | 41,218 | 9.33 | 384.6K | 368,824 | — | ↗ |
| 2024-03-21 | Jolley David R | Officer | S-Sale | D | Class B Common Stock | 23,338 | 9.33 | 217.8K | 227,243 | — | ↗ |
| 2024-03-21 | James Joshua G | Director / Officer / 10% Owner | S-Sale | D | Class B Common Stock | 107,000 | 9.38 | 1.00M | 881,765 | — | ↗ |
| 2024-03-20 | Thayne Daren | Officer | A-Award | A | Class B Common Stock | 25,417 | 0.00 | — | 410,042 | — | ↗ |
| 2024-03-20 | Jolley David R | Officer | A-Award | A | Class B Common Stock | 20,581 | 0.00 | — | 250,581 | — | ↗ |
| 2024-03-20 | James Joshua G | Director / Officer / 10% Owner | A-Award | A | Class B Common Stock | 35,634 | 0.00 | — | 988,765 | — | ↗ |
| 2023-12-21 | Thayne Daren | Officer | S-Sale | D | Class B Common Stock | 6,690 | 9.88 | 66.1K | 384,325 | — | ↗ |
| 2023-09-21 | Thayne Daren | Officer | S-Sale | D | Class B Common Stock | 6,892 | 9.73 | 67.1K | 391,015 | — | ↗ |
| 2023-09-18 | James Joshua G | Director / Officer / 10% Owner | P-Purchase | A | Class B Common Stock | 25,400 | 9.71 | 246.5K | 39,300 | — | ↗ |
| 2023-09-15 | James Joshua G | Director / Officer / 10% Owner | P-Purchase | A | Class B Common Stock | 13,900 | 9.90 | 137.6K | 13,900 | — | ↗ |
| 2023-08-29 | Daniel Daniel David III | Director | P-Purchase | A | Class B Common Stock | 70,000 | 10.88 | 761.9K | 261,400 | — | ↗ |
| 2023-08-28 | Daniel Daniel David III | Director | P-Purchase | A | Class B Common Stock | 67,000 | 10.99 | 736.5K | 191,400 | — | ↗ |
| 2023-07-06 | Daniel Daniel David III | Director | P-Purchase | A | Class B Common Stock | 26,400 | 13.54 | 357.6K | 124,400 | — | ↗ |
| 2023-06-30 | Strong Dan | Director | A-Award | A | Class B Common Stock | 5,968 | 0.00 | — | 28,491 | — | ↗ |
| 2023-06-30 | Soto Renee | Director | A-Award | A | Class B Common Stock | 5,968 | 0.00 | — | 28,491 | — | ↗ |
| 2023-06-30 | PESTANA JOHN R | Director | A-Award | A | Class B Common Stock | 11,937 | 0.00 | — | 22,574 | — | ↗ |
| 2023-06-30 | KEARL JEFF | Director | A-Award | A | Class B Common Stock | 11,937 | 0.00 | — | 41,401 | — | ↗ |
| 2023-06-30 | Daniel Daniel David III | Director | A-Award | A | Class B Common Stock | 11,937 | 0.00 | — | 33,246 | — | ↗ |
| 2023-06-30 | Clark Carine S. | Director | A-Award | A | Class B Common Stock | 11,937 | 0.00 | — | 34,163 | — | ↗ |
| 2023-06-21 | Thayne Daren | Officer | S-Sale | D | Class B Common Stock | 6,892 | 14.62 | 100.8K | 397,907 | — | ↗ |
| 2023-05-31 | Daniel Daniel David III | Director | P-Purchase | A | Class B Common Stock | 50,500 | 13.42 | 677.7K | 98,000 | — | ↗ |
| 2023-05-23 | Daniel Daniel David III | Director | A-Award | A | Class B Common Stock | 1,000 | 0.00 | — | 6,238 | — | ↗ |
| 2023-05-15 | Thayne Daren | Officer | A-Award | A | Class B Common Stock | 200,000 | 0.00 | — | 404,799 | — | ↗ |
| 2023-04-13 | Daniel Daniel David III | Director | P-Purchase | A | Class B Common Stock | 47,500 | 14.42 | 684.8K | 47,500 | — | ↗ |
| 2023-04-12 | Jolley David R | Officer | P-Purchase | A | Class B Common Stock | 5,000 | 14.00 | 70.0K | 230,000 | — | ↗ |
| 2023-04-03 | Jolley David R | Officer | A-Award | A | Class B Common Stock | 225,000 | 0.00 | — | 225,000 | — | ↗ |
| 2023-04-03 | James Joshua G | Director / Officer / 10% Owner | A-Award | A | Class B Common Stock | 950,000 | 0.00 | — | 953,131 | — | ↗ |
| 2023-03-31 | Thayne Daren | Officer | S-Sale | D | Class B Common Stock | 2,847 | 13.11 | 37.3K | 204,799 | — | ↗ |
| 2023-03-31 | James Joshua G | Director / Officer / 10% Owner | P-Purchase | A | Class B Common Stock | 123,850 | 14.54 | 1.80M | 429,810 | — | ↗ |
| 2023-03-29 | Thayne Daren | Officer | A-Award | A | Class B Common Stock | 9,931 | 0.00 | — | 207,346 | — | ↗ |
| 2023-03-29 | James Joshua G | Director / Officer / 10% Owner | A-Award | A | Class B Common Stock | 950,000 | 0.00 | — | 953,131 | — | ↗ |
| 2023-03-08 | PESTANA JOHN R | Director | P-Purchase | A | Class B Common Stock | 72,500 | 13.68 | 991.5K | 96,490 | — | ↗ |
| 2023-03-05 | Jolley David R | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-03 | Strong Dan | Director | A-Award | A | Class B Common Stock | 22,523 | 0.00 | — | 22,523 | — | ↗ |
| 2023-03-03 | Soto Renee | Director | A-Award | A | Class B Common Stock | 22,523 | 0.00 | — | 22,523 | — | ↗ |
| 2023-01-17 | James Joshua G | 10% Owner | S-Sale | D | Class B Common Stock | 243 | 14.16 | 3.4K | 0 | — | ↗ |
| 2023-01-15 | Thayne Daren | Officer | — | I | Class B Common Stock | 0 | 0.00 | — | 103,552 | — | ↗ |
| 2022-12-22 | Wong Catherine | Officer | S-Sale | D | Class B Common Stock | 3,750 | 13.96 | 52.4K | 295,008 | — | ↗ |
| 2022-12-21 | MELLOR JOHN M | Officer | S-Sale | D | Class B Common Stock | 6,924 | 14.65 | 101.5K | 365,353 | — | ↗ |
| 2022-12-21 | Felt Bruce C. Jr. | Officer | S-Sale | D | Class B Common Stock | 5,525 | 14.69 | 81.2K | 248,669 | — | ↗ |
| 2022-11-30 | James Joshua G | 10% Owner | S-Sale | D | Class B Common Stock | 2,440 | 13.37 | 32.6K | 3,131 | — | ↗ |
| 2022-11-29 | James Joshua G | 10% Owner | S-Sale | D | Class B Common Stock | 50,089 | 13.30 | 666.4K | 5,571 | — | ↗ |
| 2022-11-28 | James Joshua G | Director | S-Sale | D | Class B Common Stock | 43,471 | 13.29 | 577.7K | 105,092 | — | ↗ |
| 2022-11-25 | James Joshua G | 10% Owner | S-Sale | D | Class B Common Stock | 17,222 | 13.40 | 230.7K | 99,131 | — | ↗ |
| 2022-11-23 | James Joshua G | Director | S-Sale | D | Class B Common Stock | 21,683 | 13.53 | 293.4K | 157,462 | — | ↗ |
| 2022-11-22 | James Joshua G | Director | S-Sale | D | Class B Common Stock | 50,011 | 12.88 | 644.1K | 179,145 | — | ↗ |
| 2022-11-21 | James Joshua G | 10% Owner | S-Sale | D | Class B Common Stock | 16,111 | 13.38 | 215.6K | 9,915 | — | ↗ |
| 2022-11-11 | James Joshua G | Director | S-Sale | D | Class B Common Stock | 2,380 | 15.11 | 36.0K | 229,156 | — | ↗ |
| 2022-11-10 | James Joshua G | 10% Owner | S-Sale | D | Class B Common Stock | 61,736 | 14.59 | 900.7K | 30,980 | — | ↗ |
| 2022-11-09 | James Joshua G | 10% Owner | S-Sale | D | Class B Common Stock | 7,284 | 13.13 | 95.6K | 92,716 | — | ↗ |
| 2022-09-22 | Felt Bruce C. Jr. | Officer | S-Sale | D | Class B Common Stock | 5,951 | 16.84 | 100.2K | 254,194 | — | ↗ |
| 2022-08-29 | Wong Catherine | Officer | M-Exempt | A | Class B Common Stock | 3,481 | 8.40 | 29.2K | 302,508 | — | ↗ |
| 2022-06-22 | Wong Catherine | Officer | S-Sale | D | Class B Common Stock | 600 | 26.49 | 15.9K | 299,027 | — | ↗ |
| 2022-06-22 | MELLOR JOHN M | Officer | S-Sale | D | Class B Common Stock | 6,788 | 27.30 | 185.3K | 379,171 | — | ↗ |
| 2022-06-02 | PESTANA JOHN R | Director | A-Award | A | Class B Common Stock | 2,524 | 0.00 | — | 10,637 | — | ↗ |
| 2022-06-02 | KEARL JEFF | Director | A-Award | A | Class B Common Stock | 5,049 | 0.00 | — | 29,464 | — | ↗ |
| 2022-06-02 | EVAN DANA L | Director | A-Award | A | Class B Common Stock | 5,049 | 0.00 | — | 19,278 | — | ↗ |
| 2022-06-02 | Durling Joy Driscoll | Director | A-Award | A | Class B Common Stock | 5,049 | 0.00 | — | 24,658 | — | ↗ |
| 2022-06-02 | Daniel Daniel David III | Director | A-Award | A | Class B Common Stock | 5,049 | 0.00 | — | 21,309 | — | ↗ |
| 2022-06-02 | Clark Carine S. | Director | A-Award | A | Class B Common Stock | 5,049 | 0.00 | — | 22,226 | — | ↗ |
| 2022-06-02 | BROWN LAURENCE B JR | Director | A-Award | A | Class B Common Stock | 5,049 | 0.00 | — | 8,314 | — | ↗ |
| 2022-04-22 | Wong Catherine | Officer | A-Award | A | Class B Common Stock | 142,139 | 0.00 | — | 302,777 | — | ↗ |
| 2022-04-22 | MELLOR JOHN M | Officer | A-Award | A | Class B Common Stock | 71,667 | 0.00 | — | 385,372 | — | ↗ |
| 2022-04-13 | Durling Joy Driscoll | Director | S-Sale | D | Class B Common Stock | 1,940 | 51.68 | 100.3K | 19,609 | — | ↗ |
| 2022-04-11 | James Joshua G | Director | J-Other | A | Class A Common Stock | 243 | 0.00 | — | 243 | — | ↗ |
| 2022-04-04 | Wong Catherine | Officer | X-InTheMoney | D | Stock Option (right to buy) | 475 | 27.60 | 13.1K | 39,524 | — | ↗ |
| 2022-04-01 | Daniel Daniel David III | Director | A-Award | A | Class B Common Stock | 400 | 0.00 | — | 3,938 | — | ↗ |
| 2022-03-23 | MELLOR JOHN M | Officer | S-Sale | D | Class B Common Stock | 11,203 | 49.90 | 559.1K | 146,482 | — | ↗ |
| 2022-03-22 | James Joshua G | 10% Owner | S-Sale | D | Class B Common Stock | 26,160 | 49.63 | 1.30M | 341,250 | — | ↗ |
| 2022-03-18 | Felt Bruce C. Jr. | Officer | S-Sale | D | Class B Common Stock | 20,000 | 48.52 | 970.5K | 260,145 | — | ↗ |
| 2022-03-17 | Wong Catherine | Officer | S-Sale | D | Class B Common Stock | 6,800 | 49.93 | 339.6K | 160,276 | — | ↗ |
| 2022-03-15 | Wong Catherine | Officer | A-Award | A | Class B Common Stock | 8,521 | 0.00 | — | 170,826 | — | ↗ |
| 2022-03-15 | MELLOR JOHN M | Officer | A-Award | A | Class B Common Stock | 9,700 | 0.00 | — | 157,685 | — | ↗ |
| 2022-03-15 | Felt Bruce C. Jr. | Officer | A-Award | A | Class B Common Stock | 87,822 | 0.00 | — | 280,145 | — | ↗ |
| 2022-03-03 | MELLOR JOHN M | Officer | — | D | Class B Common Stock | 0 | 0.00 | — | 147,985 | — | ↗ |
| 2022-03-01 | PESTANA JOHN R | Director | A-Award | A | Class B Common Stock | 8,113 | 0.00 | — | 8,113 | — | ↗ |
| 2022-03-01 | MELLOR JOHN M | Officer | — | D | Class B Common Stock | 0 | 0.00 | — | 180,100 | — | ↗ |
| 2022-01-31 | Wong Catherine | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-01-31 | James Joshua G | Director / Officer / 10% Owner | — | I | Class B Common Stock | 0 | 0.00 | — | 10,000 | — | ↗ |
| 2022-01-31 | Gorenberg Mark | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-22 | Wong Catherine | Officer | S-Sale | D | Class B Common Stock | 5,104 | 51.16 | 261.1K | 174,985 | — | ↗ |
| 2021-12-20 | James Joshua G | Director / Officer / 10% Owner | F-InKind | D | Class B Common Stock | 16,613 | 49.68 | 825.3K | 767,410 | — | ↗ |
| 2021-12-20 | Felt Bruce C. Jr. | Officer | F-InKind | D | Class B Common Stock | 7,542 | 49.68 | 374.7K | 192,323 | — | ↗ |
| 2021-12-07 | Wong Catherine | Officer | M-Exempt | A | Class B Common Stock | 28,150 | 8.40 | 236.5K | 180,089 | — | ↗ |
| 2021-10-22 | BROWN LAURENCE B JR | Director | A-Award | A | Class B Common Stock | 3,265 | 0.00 | — | 3,265 | — | ↗ |
| 2021-10-08 | Wong Catherine | Officer | S-Sale | D | Class B Common Stock | 11,324 | 81.17 | 919.2K | 151,939 | — | ↗ |
| 2021-09-21 | Wong Catherine | Officer | S-Sale | D | Class B Common Stock | 4,550 | 78.57 | 357.5K | 163,263 | — | ↗ |
| 2021-09-21 | Felt Bruce C. Jr. | Officer | S-Sale | D | Class B Common Stock | 7,450 | 78.36 | 583.8K | 199,865 | — | ↗ |
| 2021-09-20 | James Joshua G | Director / Officer / 10% Owner | F-InKind | D | Class B Common Stock | 16,613 | 77.06 | 1.28M | 784,023 | — | ↗ |
| 2021-07-20 | Daniel Daniel David III | Director | A-Award | A | Class B Common Stock | 1,000 | 0.00 | — | 4,938 | — | ↗ |
| 2021-06-23 | EVAN DANA L | Director | S-Sale | D | Class B Common Stock | 667 | 81.54 | 54.4K | 14,229 | — | ↗ |
| 2021-06-22 | Wong Catherine | Officer | S-Sale | D | Class B Common Stock | 4,542 | 78.51 | 356.6K | 167,813 | — | ↗ |
| 2021-06-22 | Felt Bruce C. Jr. | Officer | S-Sale | D | Class B Common Stock | 7,540 | 80.18 | 604.5K | 207,315 | — | ↗ |
| 2021-06-22 | EVAN DANA L | Director | S-Sale | D | Class B Common Stock | 1,000 | 78.70 | 78.7K | 14,896 | — | ↗ |
| 2021-06-21 | James Joshua G | Director / Officer / 10% Owner | F-InKind | D | Class B Common Stock | 16,612 | 80.29 | 1.33M | 800,636 | — | ↗ |
| 2021-06-02 | KEARL JEFF | Director | A-Award | A | Class B Common Stock | 2,257 | 0.00 | — | 24,415 | — | ↗ |
| 2021-06-02 | EVAN DANA L | Director | A-Award | A | Class B Common Stock | 2,257 | 0.00 | — | 15,896 | — | ↗ |
| 2021-06-02 | Durling Joy Driscoll | Director | A-Award | A | Class B Common Stock | 2,257 | 0.00 | — | 21,549 | — | ↗ |
| 2021-06-02 | Daniel Daniel David III | Director | A-Award | A | Class B Common Stock | 2,257 | 0.00 | — | 16,260 | — | ↗ |
| 2021-06-02 | Clark Carine S. | Director | A-Award | A | Class B Common Stock | 2,257 | 0.00 | — | 17,177 | — | ↗ |
| 2021-03-22 | Wong Catherine | Officer | F-InKind | D | Class B Common Stock | 13,606 | 66.12 | 899.6K | 167,942 | — | ↗ |
| 2021-03-22 | James Joshua G | Director / Officer / 10% Owner | F-InKind | D | Class B Common Stock | 65,883 | 66.12 | 4.36M | 817,248 | — | ↗ |
| 2021-03-22 | Felt Bruce C. Jr. | Officer | F-InKind | D | Class B Common Stock | 18,191 | 66.12 | 1.20M | 213,016 | — | ↗ |
| 2021-03-09 | Wong Catherine | Officer | A-Award | A | Class B Common Stock | 40,000 | 0.00 | — | 181,548 | — | ↗ |
| 2021-03-09 | James Joshua G | Director / Officer / 10% Owner | A-Award | A | Class B Common Stock | 120,000 | 0.00 | — | 883,131 | — | ↗ |
| 2021-03-09 | Felt Bruce C. Jr. | Officer | A-Award | A | Class B Common Stock | 60,000 | 0.00 | — | 231,207 | — | ↗ |
| 2021-01-12 | Wong Catherine | Officer | S-Sale | D | Class B Common Stock | 4,000 | 61.92 | 247.7K | 141,548 | — | ↗ |
| 2020-12-21 | Wong Catherine | Officer | F-InKind | D | Class B Common Stock | 6,738 | 67.57 | 455.3K | 145,548 | — | ↗ |
| 2020-12-21 | Felt Bruce C. Jr. | Officer | F-InKind | D | Class B Common Stock | 8,471 | 67.57 | 572.4K | 171,207 | — | ↗ |
| 2020-12-16 | Felt Bruce C. Jr. | Officer | M-Exempt | A | Class B Common Stock | 50,000 | 25.50 | 1.28M | 229,678 | — | ↗ |
| 2020-12-14 | Felt Bruce C. Jr. | Officer | M-Exempt | A | Class B Common Stock | 100,000 | 25.50 | 2.55M | 302,208 | — | ↗ |
| 2020-12-11 | EVAN DANA L | Director | S-Sale | D | Class B Common Stock | 4,699 | 46.50 | 218.5K | 13,639 | — | ↗ |
| 2020-12-07 | Felt Bruce C. Jr. | Officer | S-Sale | D | Class B Common Stock | 2,567 | 47.71 | 122.5K | 202,208 | — | ↗ |
| 2020-12-04 | Felt Bruce C. Jr. | Officer | S-Sale | D | Class B Common Stock | 9,547 | 45.31 | 432.6K | 204,775 | — | ↗ |
| 2020-09-22 | Wong Catherine | Officer | F-InKind | D | Class B Common Stock | 2,352 | 0.00 | — | 151,090 | — | ↗ |
| 2020-09-22 | Felt Bruce C. Jr. | Officer | F-InKind | D | Class B Common Stock | 2,822 | 0.00 | — | 214,322 | — | ↗ |
| 2020-09-10 | Felt Bruce C. Jr. | Officer | S-Sale | D | Class B Common Stock | 7,815 | 42.50 | 332.1K | 217,144 | — | ↗ |
| 2020-09-08 | Felt Bruce C. Jr. | Officer | S-Sale | D | Class B Common Stock | 3,500 | 40.00 | 140.0K | 224,959 | — | ↗ |
| 2020-09-01 | EVAN DANA L | Director | A-Award | A | Class B Common Stock | 5,305 | 0.00 | — | 18,338 | — | ↗ |
| 2020-08-01 | Daniel Daniel David III | Director | A-Award | A | Class B Common Stock | 200 | 0.00 | — | 3,317 | — | ↗ |
| 2020-07-16 | Wong Catherine | Officer | S-Sale | D | Class B Common Stock | 7,575 | 32.61 | 247.0K | 164,610 | — | ↗ |
| 2020-07-09 | Felt Bruce C. Jr. | Officer | S-Sale | D | Class B Common Stock | 5,324 | 38.02 | 202.4K | 240,506 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Joshua G. James Founder and Chief Executive Officer | 500.0K | — | 2.17M | — | — | 16.2K | 2.69M | 80.80% | ↗ |
| 2 | 2025 | Tod Crane Chief Financial Officer | 328.8K | — | 1.32M | — | 54.0K | 16.2K | 1.72M | 76.86% | ↗ |
| 3 | 2025 | Daren Thayne Chief Technology Officer and Executive Vice President of Product | 400.0K | — | 756.1K | — | — | 17.6K | 1.17M | 64.42% | ↗ |
| 4 | 2025 | David Jolley Former Chief Financial Officer | 355.0K | — | 709.8K | — | — | 16.7K | 1.08M | 65.63% | ↗ |
| 5 | 2024 | Joshua G. James Founder and Chief Executive Officer | 454.8K | — | 13.38M | — | — | 13.8K | 13.84M | 96.62% | ↗ |
| 6 | 2024 | David Jolley Chief Financial Officer | 377.5K | — | 3.17M | — | — | 15.4K | 3.56M | 88.97% | ↗ |
| 7 | 2024 | David Jolley Former Chief Financial Officer | 377.5K | — | 3.17M | — | — | 13.4K | 3.56M | 89.02% | ↗ |
| 8 | 2024 | Daren Thayne Chief Technology Officer and Executive Vice President of Product | 400.0K | — | 3.01M | — | — | 14.9K | 3.42M | 87.89% | ↗ |
| 9 | 2024 | John Mellor Former Chief Executive Officer | 92.6K | — | — | — | — | 734.7K | 827.3K | 0.00% | ↗ |
| 10 | 2024 | Bruce Felt Former Chief Financial Officer | 87.4K | — | — | — | — | 453.6K | 541.1K | 0.00% | ↗ |
| 11 | 2023 | John Mellor Former Chief Executive Officer | 440.3K | — | 7.36M | — | — | 16.4K | 7.82M | 94.16% | ↗ |
| 12 | 2023 | Catherine Wong Former Chief Operating Officer and Executive Vice President of Engineering | 469.3K | — | 5.95M | — | — | 228.3K | 6.65M | 89.51% | ↗ |
| 13 | 2023 | Bruce Felt Former Chief Financial Officer | 448.5K | — | 3.06M | — | 124.2K | 18.0K | 3.65M | 83.82% | ↗ |
| 14 | 2023 | Daren Thayne Chief Technology Officer and Executive Vice President of Engineering | 398.5K | 5.0K | 816.2K | — | 125.9K | 14.0K | 1.36M | 60.03% | ↗ |
| 15 | 2023 | Daren Thayne Chief Technology Officer and Executive Vice President of Product | 398.5K | 5.0K | 816.2K | — | 125.9K | 13.8K | 1.36M | 60.04% | ↗ |
| 16 | 2023 | Joshua G. James Founder and Chief Executive Officer | 91.7K | — | — | — | — | 4.1K | 95.8K | 0.00% | ↗ |
| 17 | 2022 | Joshua G. James Founder and Chief Executive Officer | 515.4K | — | 7.48M | — | — | 13.5K | 8.01M | 93.39% | ↗ |
| 18 | 2022 | Joshua G. James Founder and Former Chief Executive Officer and Director | 515.4K | — | 7.48M | — | — | 13.5K | 8.01M | 93.39% | ↗ |
| 19 | 2022 | Bruce Felt Chief Financial Officer | 449.3K | — | 3.74M | — | 523.3K | 25.9K | 4.74M | 78.93% | ↗ |
| 20 | 2022 | Bruce Felt Former Chief Financial Officer | 449.3K | — | 3.74M | — | 523.3K | 25.9K | 4.74M | 78.93% | ↗ |
| 21 | 2022 | Catherine Wong Chief Operating Officer and Executive Vice President of Engineering | 397.7K | — | 2.49M | — | 591.5K | 13.8K | 3.50M | 71.31% | ↗ |
| 22 | 2022 | Catherine Wong Former Chief Operating Officer and Executive Vice President of Engineering | 397.7K | — | 2.49M | — | 591.5K | 13.8K | 3.50M | 71.31% | ↗ |
| 23 | 2021 | Joshua G. James Founder and Former Chief Executive Officer and Director | 487.1K | — | 11.39M | — | 500.0K | 9.8K | 12.38M | 91.95% | ↗ |
| 24 | 2021 | Joshua G. James Founder, Chief Executive Officer and Director | 487.1K | — | 11.39M | — | 500.0K | 9.8K | 12.38M | 91.95% | ↗ |
| 25 | 2021 | Joshua G. James Founder and Chief Executive Officer | 487.1K | — | 11.39M | — | 500.0K | 9.8K | 12.38M | 91.95% | ↗ |
| 26 | 2021 | Bruce Felt Former Chief Financial Officer | 418.6K | — | 2.47M | — | 275.0K | 26.0K | 3.19M | 77.42% | ↗ |
| 27 | 2021 | Bruce Felt Chief Financial Officer | 418.6K | — | 2.47M | — | 275.0K | 26.0K | 3.19M | 77.42% | ↗ |
| 28 | 2021 | Catherine Wong Chief Operating Officer and Executive Vice President of Engineering | 371.8K | 19.9K | 1.52M | — | 325.0K | 14.6K | 2.25M | 67.49% | ↗ |
| 29 | 2021 | Catherine Wong Chief Product Officer and Executive Vice President of Engineering | 371.8K | 19.9K | 1.52M | — | 325.0K | 14.6K | 2.25M | 67.49% | ↗ |
| 30 | 2021 | Catherine Wong Former Chief Operating Officer and Executive Vice President of Engineering | 371.8K | 19.9K | 1.52M | — | 325.0K | 14.6K | 2.25M | 67.49% | ↗ |
| 31 | 2020 | Catherine Wong Chief Operating Officer and Executive Vice President of Engineering | 335.4K | — | — | — | 416.5K | 11.2K | 763.1K | 0.00% | ↗ |
| 32 | 2020 | Catherine Wong Chief Product Officer and Executive Vice President of Engineering | 335.4K | — | — | — | 416.5K | 11.2K | 763.1K | 0.00% | ↗ |
| 33 | 2020 | Joshua G. James Founder and Former Chief Executive Officer and Director | 400.0K | 6.0K | — | — | 357.0K | 13.5K | 759.8K | 0.00% | ↗ |
| 34 | 2020 | Joshua G. James Founder, Chief Executive Officer and Director | 400.0K | 6.0K | — | — | 357.0K | 13.5K | 759.8K | 0.00% | ↗ |
| 35 | 2020 | Bruce Felt Chief Financial Officer | 375.0K | — | — | — | 223.1K | 47.2K | 645.4K | 0.00% | ↗ |
| 36 | 2019 | Bruce Felt Chief Financial Officer | 377.2K | — | 807.9K | — | 198.7K | 33.4K | 1.42M | 57.01% | ↗ |
| 37 | 2019 | Catherine Wong Chief Product Officer and Executive Vice President of Engineering | 350.0K | — | 495.9K | — | 371.5K | 13.8K | 1.23M | 40.17% | ↗ |
| 38 | 2019 | Joshua G. James Founder, Chief Executive Officer and Director | 400.4K | — | — | — | 317.9K | 15.1K | 733.5K | 0.00% | ↗ |
| 39 | 2018 | Bruce Felt Chief Financial Officer | 350.0K | 100.0K | 2.34M | — | — | 23.8K | 2.81M | 83.16% | ↗ |
| 40 | 2018 | Catherine Wong Chief Product Officer and Executive Vice President of Engineering | 350.0K | 450.0K | 1.95M | — | — | 11.6K | 2.76M | 70.61% | ↗ |
| 41 | 2018 | Joshua G. James Founder, Chief Executive Officer and Director | 350.0K | — | — | — | — | 12.7K | 362.7K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Joshua G. James | Founder, Chief Executive Officer & Director | 516.2K | male |
| Daren Thayne | CTO, Executive VP of Product & Interim Principal Executive Officer | 417.6K | male |
| Tod Crane | Chief Financial Officer | 399.0K | male |
| Carine Strom Clark | Executive Chairman | 172.5K | female |
| Jeff Skousen | President of International | — | male |
| Cory Edwards | Vice President of Corporate Communications | — | — |
| Mark Boothe | Chief Marketing Officer | — | male |
| Peter Caldwell Lowry | Vice President of Investor Relations | — | male |
| Alexis Coll | Chief Legal Officer | — | female |
| Madison McCord | Chief Human Resources Officer | — | female |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2021-02-02 | 2021-02-04 | John Curtis | uT03 | — | Sale (Full) | $15,001 - $50,000 | ↗ |
| 2019-12-23 | 2020-04-09 | John Curtis | UT03 | — | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2019-08-02 | 2020-04-09 | John Curtis | UT03 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2019-06-24 | 2020-04-27 | Donna Shalala | FL27 | -- | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2019-04-29 | 2020-04-09 | John Curtis | UT03 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2019-03-19 | 2020-04-27 | Donna Shalala | FL27 | -- | Purchase | $1,001 - $15,000 | ↗ |
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Community Opinion for DOMO
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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