Subscribe

Driven Brands Holdings Inc. (DRVN)

USD15.31 -0.18 (-1.13%)
US NASDAQ Consumer Cyclical Auto - Dealerships
Address 440 South Church Street 28202
Charlotte, NC, US
CEO Daniel R. Rivera
IPO 2021-01-19
CIK 1804745 ISIN US26210V1026

Explore sections of this company profile

Description

Driven Brands Holdings Inc., operating through its various subsidiaries, offers a comprehensive suite of automotive services to both individual consumers and business clients across the United States, Canada, and international markets. Their core offerings encompass a wide array of solutions, including paint and collision restoration, glass repair and replacement, general vehicle maintenance and mechanical repairs, car washing, and essential oil change services. Beyond direct service provision, the company also plays a significant role as a distributor of automotive parts. It supplies vital components such as radiators, air conditioning parts, and exhaust systems to diverse establishments, including auto repair facilities, parts retailers, and body shops. Furthermore, Driven Brands manages distribution networks for windshields and other glass accessories, and provides consumable items like oil filters and wiper blades. The company also extends its expertise by delivering specialized training programs for professionals within the repair, maintenance, and body shop sectors. Driven Brands operates under a diverse portfolio of recognized brand names, including Take 5 Oil Change, IMO, CARSTAR, ABRA, Fix Auto, Maaco, Meineke, Uniban, 1-800-Radiator & A/C, PH Vitres D'Autos, Spire Supply, and Automotive Training Institute. As of December 25, 2021, its extensive operational footprint comprised 4,412 locations, a mix of company-owned, franchised, and independently run establishments. Established in 1972, Driven Brands Holdings Inc. maintains its corporate headquarters in Charlotte, North Carolina.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD15.31 -0.18 (-1.13%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
2M
Beta
0.97
Float Shares
59.86M
Free Float %
36.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.14% +5.81% +4.38% +31.21% -10.83% -6.68% -21.20% -49.06% -53.64% -48.18% -48.18%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (15 ratings, all time) Buy
Price Targets & DCF
Current price
15.31
Low 13.00 -15.1%
Consensus 16.22 +6.0%
Median 17.00 +11.1%
High 18.00 +17.6%
Ratings Trend (MoM) 55% Bullish
Rating 2026-06 Change
Strong Buy 1 0
Buy 5 0
Hold 5 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 7
16.11
+5.3%
Last Quarter 8
15.47
+1.1%
Last Year 14
16.98
+10.9%
All Time 27
19.62
+28.2%
Quality scores
Altman Z-Score
0.97
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Auto - Dealerships: +9.1%
    -20.4% Q1'26: -6.1% (vs Q1'25)
  • EPS growth Auto - Dealerships: +17.3%
    +146.7% Q1'26: +879.2% (vs Q1'25)
  • FCF margin FCF growth · Auto - Dealerships: +64.5%
    +4.1% Q1'26: +4.8% (vs Q1'25)
  • EBIT margin Auto - Dealerships: +4.6%
    +11.9% Q1'26: +0.0% (vs Q1'25)
  • ROIC Auto - Dealerships: +6.5%
    +6.7% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Auto - Dealerships: +0.0%
    +2.2% Q1'26: +1.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Auto - Dealerships: 2.06×
    8.76× Q1'26: 5.05× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.97) × ERP
WACC = 46% × Ke + 54% × Kd (4.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 15.31
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
6 EPS Ana.
Dec 2027
7 Rev. Ana.
6 EPS Ana.
Dec 2028
4 Rev. Ana.
2 EPS Ana.
Dec 2029
3 Rev. Ana.
1 EPS Ana.
Dec 2030
3 Rev. Ana.
1 EPS Ana.
Revenue
904.20M
est: 923.12M (-2.0%)
1.47B
est: 1.43B (+2.7%)
2.03B
est: 2.04B (-0.5%)
2.30B
est: 2.32B (-0.6%)
2.34B
est: 2.35B (-0.4%)
1.86B
est: 1.90B (-2.0%)
2.00B
1.99B – 2.02B
+5.3% YoY
2.18B
2.10B – 2.24B
+8.7% YoY
2.38B
2.38B – 2.38B
+9.5% YoY
2.71B
2.63B – 2.76B
+13.6% YoY
2.93B
2.85B – 2.99B
+8.4% YoY
EBITDA
164.92M
est: 53.36M (+209.1%)
223.58M
est: 162.28M (+37.8%)
329.59M
est: 166.92M (+97.4%)
-506.24M
est: 125.04M (-504.9%)
27.71M
est: 126.68M (-78.1%)
303.65M
est: 102.47M (+196.3%)
107.93M
107.39M – 109.01M
+5.3% YoY
117.34M
113.52M – 120.61M
+8.7% YoY
128.43M
128.43M – 128.43M
+9.5% YoY
145.96M
142.02M – 148.99M
+13.6% YoY
158.21M
153.94M – 161.50M
+8.4% YoY
EBIT
102.80M
est: -15.95M (+744.7%)
110.81M
est: 143.65M (-22.9%)
182.44M
est: 81.36M (+124.2%)
-683.46M
est: -37.55M (-1,720.1%)
-160.68M
est: -38.04M (-322.3%)
221.79M
est: -30.77M (+820.7%)
-32.41M
-32.74M – -32.25M
-5.3% YoY
-35.24M
-36.22M – -34.09M
-8.7% YoY
-38.57M
-38.57M – -38.57M
-9.5% YoY
-43.83M
-44.74M – -42.65M
-13.6% YoY
-47.52M
-48.50M – -46.23M
-8.4% YoY
Net Income
-4.20M
est: 54.51M (-107.7%)
9.63M
est: -11.65M (+182.7%)
43.19M
est: 130.47M (-66.9%)
-744.96M
est: -761.68M (+2.2%)
-292.50M
est: 172.10M (-270.0%)
140.16M
est: 189.14M (-25.9%)
193.43M
184.37M – 202.48M
+2.3% YoY
243.64M
235.23M – 252.04M
+26.0% YoY
265.50M
264.86M – 307.53M
+9.0% YoY
327.70M
316.20M – 336.56M
+23.4% YoY
383.41M
369.95M – 393.77M
+17.0% YoY
SGA
280.27M
est: 244.49M (+14.6%)
367.03M
est: 244.37M (+50.2%)
489.65M
est: 278.12M (+76.1%)
559.41M
est: 593.91M (-5.8%)
656.39M
est: 601.72M (+9.1%)
496.30M
est: 486.72M (+2.0%)
512.67M
510.11M – 517.77M
+5.3% YoY
557.35M
539.21M – 572.91M
+8.7% YoY
610.04M
610.04M – 610.04M
+9.5% YoY
693.28M
674.56M – 707.69M
+13.6% YoY
751.51M
731.22M – 767.13M
+8.4% YoY
EPS
-0.02
est: 0.34 (-107.3%)
0.06
est: 0.86 (-93.0%)
0.26
est: 1.21 (-78.5%)
-4.50
est: -4.75 (+5.3%)
-1.79
est: 1.03 (-273.8%)
0.85
est: 1.19 (-28.3%)
1.20
1.13 – 1.24
+0.8% YoY
1.48
1.44 – 1.54
+23.5% YoY
1.75
1.62 – 1.88
+18.3% YoY
2.00
1.93 – 2.05
+14.5% YoY
2.34
2.26 – 2.40
+17.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-21 BMO Capital Market Perform Market Perform Maintain
2026-05-20 Morgan Stanley Equal Weight Equal Weight Maintain
2026-04-29 Canaccord Genuity Buy Buy Maintain
2026-04-23 Piper Sandler Neutral Neutral Maintain
2026-04-22 William Blair Outperform Market Perform Downgrade
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-06-11 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-06-10 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-06-09 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-06-08 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-06-05 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-06-04 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-06-03 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-06-02 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-06-01 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-28 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-27 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-26 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-22 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-21 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-20 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-19 A- 4/5 5/5 5/5 4/5 1/5 3/5 2/5
2026-05-18 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-15 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-14 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-13 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-12 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-11 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-08 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-07 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-06 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-05 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-04 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-01 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-30 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-29 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-28 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-27 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-24 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-23 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-22 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-21 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-291.89M
OE per share TTM
-1.78
Owner's Yield
-12.86%
Maintenance CapEx ratio
128.76%
Maint CapEx / Avg PPE
115.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
70
Total invested
197.40M
Insider transactions (90d)
2
Beneficial owners (>5%)
13
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Driven Equity LLC 73.58M 44.00% 34.28M 39.30M 34.28M 39.30M HC Delaware 2022-01-28
2 Neal K. Aronson 73.58M 44.00% 73.58M 73.58M IN Delaware 2022-01-28
3 RC Driven Holdco LLC 73.58M 44.00% 73.58M 73.58M HC Delaware 2022-01-28
4 Roark Capital GenPar III LLC 73.58M 44.00% 73.58M 73.58M OO Delaware 2022-01-28
5 Roark Capital Partners III AIV LP 73.58M 44.00% 73.58M 73.58M PN Delaware 2022-01-28
6 Driven Equity Sub LLC 39.30M 23.50% 39.30M 39.30M OO Delaware 2022-01-28
7 RC IV Cayman ICW Equity LLC 35.02M 20.90% 35.02M 35.02M HC Delaware 2022-01-28
8 RC IV Cayman ICW Holdings LLC 35.02M 20.90% 16.31M 18.70M 16.31M 18.70M OO Delaware 2022-01-28
9 Roark Capital GenPar IV Cayman AIV LP 35.02M 20.90% 35.02M 35.02M PN Delaware 2022-01-28
10 Roark Capital GenPar IV Cayman AIV Ltd. 35.02M 20.90% 35.02M 35.02M HC Delaware 2022-01-28
11 Roark Capital Partners IV Cayman AIV LP 35.02M 20.90% 35.02M 35.02M PN Delaware 2022-01-28
12 RC IV Cayman ICW Holdings Sub LLC 18.70M 11.20% 18.70M 18.70M OO Delaware 2022-01-28
13 FMR LLC 8.24M 5.00% HC DELAWARE 2026-05-06

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
70
-128 vs prev Q
New positions
23
Closed positions
148
Increased
32
Reduced
24
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 5.85M +288.8K (+5.2%) 86.72M -2.9M (-3.2%) 3.57% +0.130 pp 0.00% 0.000 pp USD25.30 -41.4% 20 qtrs
2 FMR LLC 5.47M +1.6M (+40.1%) 81.13M +18.2M (+28.9%) 3.34% +0.924 pp 0.00% +0.001 pp USD15.73 -5.8% 20 qtrs
3 HG VORA CAPITAL MANAGEMENT, LLC 5.25M -350.0K (-6.3%) 77.81M -12.4M (-13.8%) 3.20% -0.260 pp 29.38% +17.152 pp USD14.24 +4.1% 9 qtrs
4 BAMCO INC /NY/ 5.00M +— (+0.0%) 74.10M -6.5M (-8.0%) 3.05% -0.042 pp 0.20% -0.013 pp USD18.86 -21.4% 20 qtrs
5 BLACKROCK, INC. 4.67M +51.1K (+1.1%) 69.23M -5.2M (-7.0%) 2.85% -0.007 pp 0.00% 0.000 pp USD14.28 +3.8% 6 qtrs
6 NORTH PEAK CAPITAL MANAGEMENT, LLC 3.99M +1.1M (+37.3%) 59.14M +12.3M (+26.3%) 2.43% +0.637 pp 5.03% +0.923 pp USD15.02 -1.3% 9 qtrs
7 EMETH VALUE CAPITAL, LLC 3.85M +582.3K (+17.8%) 57.00M +4.3M (+8.1%) 2.35% +0.328 pp 70.35% +19.214 pp USD15.93 -7.0% 5 qtrs
8 GOLDMAN SACHS GROUP INC 3.83M +491.9K (+14.8%) 56.70M +3.0M (+5.6%) 2.33% +0.273 pp 0.01% +0.000 pp USD14.12 +5.0% 19 qtrs
9 BOSTON PARTNERS 3.43M +3.2M (+1,301.0%) 50.78M +48.0M (+1,699.0%) 2.09% +1.939 pp 0.05% +0.050 pp USD14.97 -1.0% 13 qtrs
10 JPMORGAN CHASE & CO 3.23M +86.3K (+2.7%) 47.93M -2.8M (-5.5%) 1.97% +0.027 pp 0.00% +0.000 pp USD24.13 -38.6% 20 qtrs
11 JANUS HENDERSON GROUP PLC 2.48M +209.9K (+9.3%) 36.71M +185.7K (+0.5%) 1.51% +0.109 pp 0.02% 0.000 pp USD20.64 -28.2% 20 qtrs
12 DIMENSIONAL FUND ADVISORS LP 2.16M +354.5K (+19.6%) 32.04M +2.9M (+10.1%) 1.32% +0.201 pp 0.01% +0.001 pp USD18.06 -17.9% 16 qtrs
13 SIMCOE CAPITAL MANAGEMENT, LLC 2.10M +— (+0.0%) 31.20M -2.7M (-8.0%) 1.28% -0.018 pp 5.58% +0.666 pp USD16.11 -8.0% 2 qtrs
14 ONE FIN CAPITAL MANAGEMENT LP 1.64M +50.0K (+3.1%) 24.30M -1.3M (-5.1%) 1.00% +0.017 pp 7.87% -0.554 pp USD13.26 +11.8% 7 qtrs
15 GEODE CAPITAL MANAGEMENT, LLC 1.54M -22.0K (-1.4%) 22.77M -2.3M (-9.3%) 0.94% -0.026 pp 0.00% 0.000 pp USD21.84 -32.1% 20 qtrs
16 STATE STREET CORP 1.36M -29.3K (-2.1%) 20.12M -2.2M (-10.0%) 0.83% -0.029 pp 0.00% 0.000 pp USD23.05 -35.7% 20 qtrs
17 ARARAT CAPITAL MANAGEMENT LP 1.27M +172.3K (+15.7%) 18.82M +1.1M (+6.4%) 0.77% +0.096 pp 9.27% -0.208 pp USD16.94 -12.5% 4 qtrs
18 MILLENNIUM MANAGEMENT LLC 1.26M +428.5K (+51.3%) 18.72M +5.3M (+39.2%) 0.77% +0.255 pp 0.01% +0.002 pp USD17.33 -14.5% 19 qtrs
19 BANK OF AMERICA CORP /DE/ 1.20M +577.9K (+93.1%) 17.76M +7.8M (+77.7%) 0.73% +0.347 pp 0.00% +0.001 pp USD15.57 -4.8% 20 qtrs
20 MORGAN STANLEY 1.07M +20.0K (+1.9%) 15.81M -1.1M (-6.2%) 0.65% +0.004 pp 0.00% 0.000 pp USD15.80 -6.2% 20 qtrs
21 QUBE RESEARCH & TECHNOLOGIES LTD 971.1K +189.1K (+24.2%) 14.39M +1.8M (+14.2%) 0.59% +0.109 pp 0.01% +0.002 pp USD15.86 -6.6% 2 qtrs
22 RUSSELL INVESTMENTS GROUP, LTD. 691.1K +456.9K (+195.1%) 10.24M +6.5M (+171.5%) 0.42% +0.277 pp 0.01% +0.007 pp USD15.90 -6.8% 19 qtrs
23 UBS GROUP AG 629.0K +397.1K (+171.3%) 9.32M +5.6M (+149.6%) 0.38% +0.240 pp 0.00% +0.001 pp USD15.33 -3.3% 20 qtrs
24 NORWOOD INVESTMENT PARTNERS, LP 570.0K +330.6K (+138.1%) 8.45M +4.6M (+119.0%) 0.35% +0.200 pp 9.51% +6.194 pp USD15.79 -6.1% 4 qtrs
25 LONESTAR CAPITAL MANAGEMENT LLC 560.0K +560.0K (+100.0%) 8.30M +8.3M (+100.0%) 0.34% +0.342 pp 1.33% +1.330 pp USD14.82 +0.0% 1 qtrs NEW
26 NORTHERN TRUST CORP 544.7K -10.9K (-2.0%) 8.07M -877.8K (-9.8%) 0.33% -0.011 pp 0.00% 0.000 pp USD20.10 -26.3% 20 qtrs
27 ELGETHUN CAPITAL MANAGEMENT 532.5K +18.6K (+3.6%) 7.89M -245.2K (-3.0%) 0.32% +0.007 pp 1.36% -0.115 pp USD16.07 -7.8% 2 qtrs
28 HENNESSY ADVISORS INC 523.2K -34.0K (-6.1%) 7.75M -1.2M (-13.6%) 0.32% -0.025 pp 0.27% -0.035 pp USD17.56 -15.6% 3 qtrs
29 GRIZZLYROCK CAPITAL, LLC 520.7K -90.6K (-14.8%) 7.72M -2.1M (-21.6%) 0.32% -0.060 pp 5.78% -1.871 pp USD13.48 +9.9% 9 qtrs
30 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 501.3K +782.0 (+0.2%) 7.43M -634.1K (-7.9%) 0.31% -0.004 pp 0.00% 0.000 pp USD22.49 -34.1% 20 qtrs
31 TUDOR INVESTMENT CORP ET AL 485.0K +330.0K (+212.9%) 7.19M +4.7M (+187.8%) 0.30% +0.200 pp 0.01% +0.009 pp USD15.41 -3.8% 11 qtrs
32 EWING MORRIS & CO. INVESTMENT PARTNERS LTD. 382.2K +— (+0.0%) 5.73M -423.6K (-6.9%) 0.23% -0.003 pp 2.50% -0.130 pp USD15.97 -7.2% 6 qtrs
33 III CAPITAL MANAGEMENT 330.6K +35.0K (+11.8%) 4.90M +137.3K (+2.9%) 0.20% +0.019 pp 0.72% -0.424 pp USD16.75 -11.5% 4 qtrs
34 WESTERN STANDARD LLC 303.4K -390.0K (-56.2%) 4.50M -6.7M (-59.7%) 0.19% -0.244 pp 2.07% -1.239 pp USD16.82 -11.9% 4 qtrs
35 SEVEN SIX CAPITAL MANAGEMENT, LLC 294.0K +80.3K (+37.6%) 4.36M +914.4K (+26.6%) 0.18% +0.047 pp 4.38% +0.991 pp USD15.95 -7.1% 5 qtrs
36 BANK OF NEW YORK MELLON CORP 266.9K +17.1K (+6.8%) 3.95M -68.7K (-1.7%) 0.16% +0.008 pp 0.00% 0.000 pp USD21.08 -29.7% 20 qtrs
37 BLACKSTONE INC. 250.7K +250.7K (+100.0%) 3.72M +3.7M (+100.0%) 0.15% +0.153 pp 0.01% +0.015 pp USD14.82 +0.0% 1 qtrs NEW
38 CASTLEKNIGHT MANAGEMENT LP 247.6K +— (+0.0%) 3.67M -319.4K (-8.0%) 0.15% -0.002 pp 0.08% +0.003 pp USD13.38 +10.8% 10 qtrs
39 QUANTINNO CAPITAL MANAGEMENT LP 236.8K -936.0K (-79.8%) 3.51M -15.4M (-81.4%) 0.14% -0.581 pp 0.01% -0.045 pp USD16.11 -8.0% 9 qtrs
40 VERITION FUND MANAGEMENT LLC 224.6K -104.1K (-31.7%) 3.33M -2.0M (-37.1%) 0.14% -0.066 pp 0.01% -0.009 pp USD17.16 -13.6% 16 qtrs
41 GOTHAM ASSET MANAGEMENT, LLC 219.5K +32.0K (+17.0%) 3.25M +231.9K (+7.7%) 0.13% +0.018 pp 0.01% -0.001 pp USD14.88 -0.4% 14 qtrs
42 AQR CAPITAL MANAGEMENT LLC 195.6K +86.3K (+79.0%) 2.90M +1.2M (+66.0%) 0.12% +0.052 pp 0.00% +0.000 pp USD14.16 +4.7% 11 qtrs
43 190.6K +190.6K (+100.0%) 2.82M +2.8M (+100.0%) 0.12% +0.116 pp 2.10% +2.100 pp USD14.82 +0.0% 1 qtrs NEW
44 DEUTSCHE BANK AG\ 178.8K +1.7K (+0.9%) 2.65M -203.8K (-7.1%) 0.11% -0.001 pp 0.00% 0.000 pp USD13.47 +10.0% 20 qtrs
45 HRT FINANCIAL LP 163.6K +163.6K (+100.0%) 2.42M +2.4M (+100.0%) 0.10% +0.100 pp 0.01% +0.008 pp USD14.82 +0.0% 1 qtrs NEW
46 NUVEEN, LLC 153.1K -623.2K (-80.3%) 2.27M -10.2M (-81.9%) 0.09% -0.387 pp 0.00% -0.003 pp USD16.76 -11.6% 4 qtrs
47 CITADEL ADVISORS LLC 151.6K +151.6K (+100.0%) 2.25M +2.2M (+100.0%) 0.09% +0.093 pp 0.00% +0.000 pp USD14.82 +0.0% 1 qtrs NEW
48 ADVISORY RESEARCH INC 146.2K -519.6K (-78.0%) 2.17M -8.6M (-79.8%) 0.09% -0.323 pp 0.27% -1.136 pp USD16.11 -8.0% 2 qtrs
49 STIFEL FINANCIAL CORP 145.3K +18.7K (+14.8%) 2.15M +114.2K (+5.6%) 0.09% +0.010 pp 0.00% +0.000 pp USD21.85 -32.2% 19 qtrs
50 BANK OF MONTREAL /CAN/ 132.3K -2.5K (-1.9%) 1.96M -210.9K (-9.7%) 0.08% -0.003 pp 0.00% 0.000 pp USD16.87 -12.2% 9 qtrs
51 SWISS NATIONAL BANK 129.7K +2.4K (+1.9%) 1.92M -128.6K (-6.3%) 0.08% +0.000 pp 0.00% +0.000 pp USD29.30 -49.4% 19 qtrs
52 AMERICAN CENTURY COMPANIES INC 128.3K +6.6K (+5.4%) 1.90M -59.6K (-3.0%) 0.08% +0.003 pp 0.00% +0.000 pp USD16.65 -11.0% 20 qtrs
53 BARCLAYS PLC 119.5K -85.6K (-41.7%) 1.77M -1.2M (-39.5%) 0.07% -0.054 pp 0.00% 0.000 pp USD15.73 -5.8% 16 qtrs
54 SG AMERICAS SECURITIES, LLC 117.0K +97.9K (+513.0%) 1.73M +1.4M (+464.5%) 0.07% +0.060 pp 0.00% +0.001 pp USD14.94 -0.8% 14 qtrs
55 ATOM INVESTORS LP 113.8K +113.8K (+100.0%) 1.69M +1.7M (+100.0%) 0.07% +0.069 pp 0.13% +0.134 pp USD14.82 +0.0% 1 qtrs NEW
56 INVESCO LTD. 112.6K -3.8K (-3.3%) 1.67M -207.1K (-11.0%) 0.07% -0.003 pp 0.00% +0.000 pp USD21.36 -30.6% 20 qtrs
57 UBS ASSET MANAGEMENT AMERICAS INC 103.0K -916.0 (-0.9%) 1.53M -147.7K (-8.8%) 0.06% -0.001 pp 0.00% +0.000 pp USD19.42 -23.7% 19 qtrs
58 JANE STREET GROUP, LLC 96.9K -64.3K (-39.9%) 1.44M -1.2M (-44.7%) 0.06% -0.041 pp 0.00% 0.000 pp USD16.47 -10.0% 18 qtrs
59 CINCTIVE CAPITAL MANAGEMENT LP 90.0K +14.3K (+18.9%) 1.33M +114.6K (+9.4%) 0.05% +0.008 pp 0.07% +0.014 pp USD19.27 -23.1% 20 qtrs
60 EDGESTREAM PARTNERS, L.P. 85.6K +85.6K (+100.0%) 1.27M +1.3M (+100.0%) 0.05% +0.052 pp 0.04% +0.036 pp USD14.82 +0.0% 1 qtrs NEW
61 INSPIRE INVESTING, LLC 81.9K +81.9K (+100.0%) 1.21M +1.2M (+100.0%) 0.05% +0.050 pp 0.11% +0.109 pp USD14.82 +0.0% 1 qtrs NEW
62 PULLEN INVESTMENT MANAGEMENT, LLC 80.9K +80.9K (+100.0%) 1.20M +1.2M (+100.0%) 0.05% +0.049 pp 0.63% +0.631 pp USD14.82 +0.0% 1 qtrs NEW
63 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 77.8K -5.2K (-6.3%) 1.15M -184.0K (-13.8%) 0.05% -0.004 pp 0.00% -0.001 pp USD13.68 +8.3% 10 qtrs
64 BOOTHBAY FUND MANAGEMENT, LLC 77.1K +7.8K (+11.2%) 1.14M +25.4K (+2.3%) 0.05% +0.004 pp 0.02% +0.001 pp USD16.56 -10.5% 19 qtrs
65 RHUMBLINE ADVISERS 75.8K -13.4K (-15.0%) 1.12M -313.2K (-21.8%) 0.05% -0.009 pp 0.00% 0.000 pp USD21.90 -32.3% 20 qtrs
66 ALLIANCEBERNSTEIN L.P. 75.6K -2.2K (-2.8%) 1.12M -133.0K (-10.6%) 0.05% -0.002 pp 0.00% +0.000 pp USD17.47 -15.2% 20 qtrs
67 MARINER, LLC 71.7K +812.0 (+1.1%) 1.06M -79.6K (-7.0%) 0.04% 0.000 pp 0.00% 0.000 pp USD13.97 +6.1% 9 qtrs
68 SUMMIT TRAIL ADVISORS, LLC 71.0K +7.0K (+10.9%) 1.05M +20.8K (+2.0%) 0.04% +0.004 pp 0.02% +0.004 pp USD16.42 -9.7% 3 qtrs
69 LEGAL & GENERAL GROUP PLC 68.4K -8.6K (-11.2%) 1.01M -227.3K (-18.3%) 0.04% -0.006 pp 0.00% 0.000 pp USD24.06 -38.4% 20 qtrs
70 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 67.9K -5.7K (-7.8%) 1.01M -179.7K (-15.2%) 0.04% -0.004 pp 0.07% -0.008 pp USD16.04 -7.6% 12 qtrs
71 WELLS FARGO & COMPANY/MN 65.3K +11.7K (+21.8%) 968.5K +104.2K (+12.1%) 0.04% +0.007 pp 0.00% +0.000 pp USD18.02 -17.8% 20 qtrs
72 FIRST TRUST ADVISORS LP 61.1K -147.3K (-70.7%) 905.8K -2.5M (-73.0%) 0.04% -0.092 pp 0.00% -0.002 pp USD16.34 -9.3% 17 qtrs
73 SEI INVESTMENTS CO 60.9K -17.3K (-22.2%) 902.7K -358.0K (-28.4%) 0.04% -0.011 pp 0.00% -0.001 pp USD23.52 -37.0% 18 qtrs
74 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 60.2K -72.0 (-0.1%) 892.6K -78.9K (-8.1%) 0.04% -0.001 pp 0.00% 0.000 pp USD26.40 -43.9% 20 qtrs
75 PRICE T ROWE ASSOCIATES INC /MD/ 51.5K +5.8K (+12.7%) 764.0K +28.0K (+3.8%) 0.03% +0.003 pp 0.00% +0.000 pp USD18.10 -18.1% 14 qtrs
76 SUSQUEHANNA INTERNATIONAL GROUP, LLP 44.6K +2.7K (+6.4%) 661.0K -14.0K (-2.1%) 0.03% +0.001 pp 0.00% +0.000 pp USD16.03 -7.5% 12 qtrs
77 TOROSO INVESTMENTS, LLC 41.3K +243.0 (+0.6%) 612.7K -49.4K (-7.5%) 0.03% 0.000 pp 0.00% +0.000 pp USD17.25 -14.1% 4 qtrs
78 HANDELSBANKEN FONDER AB 41.0K -10.1K (-19.8%) 608.0K -215.0K (-26.1%) 0.03% -0.007 pp 0.00% -0.001 pp USD20.05 -26.1% 17 qtrs
79 CAMPBELL & CO INVESTMENT ADVISER LLC 38.1K +38.1K (+100.0%) 565.0K +565.0K (+100.0%) 0.02% +0.023 pp 0.03% +0.027 pp USD14.82 +0.0% 1 qtrs NEW
80 AXQ CAPITAL, LP 36.5K +36.5K (+100.0%) 540.8K +540.8K (+100.0%) 0.02% +0.022 pp 0.12% +0.122 pp USD14.82 +0.0% 3 qtrs
81 METLIFE INVESTMENT MANAGEMENT, LLC 36.4K +— (+0.0%) 540.0K -47.0K (-8.0%) 0.02% 0.000 pp 0.00% 0.000 pp USD14.23 +4.1% 20 qtrs
82 OCCUDO QUANTITATIVE STRATEGIES LP 35.4K +35.4K (+100.0%) 525.2K +525.2K (+100.0%) 0.02% +0.022 pp 0.04% +0.035 pp USD14.82 +0.0% 1 qtrs NEW
83 CREATIVE PLANNING 34.4K -4.5K (-11.5%) 509.4K -116.2K (-18.6%) 0.02% -0.003 pp 0.00% 0.000 pp USD14.13 +4.9% 10 qtrs
84 WEDMONT PRIVATE CAPITAL 34.0K -1.8K (-5.1%) 499.8K -34.5K (-6.5%) 0.02% -0.001 pp 0.02% -0.003 pp USD13.70 +8.2% 8 qtrs
85 MANUFACTURERS LIFE INSURANCE COMPANY, THE 31.5K -2.0K (-5.9%) 466.8K -72.2K (-13.4%) 0.02% -0.002 pp 0.00% 0.000 pp USD18.11 -18.2% 20 qtrs
86 VISE TECHNOLOGIES, INC. 31.2K +31.2K (+100.0%) 461.9K +461.9K (+100.0%) 0.02% +0.019 pp 0.01% +0.009 pp USD14.82 +0.0% 1 qtrs NEW
87 AMERIPRISE FINANCIAL INC 29.9K -130.0 (-0.4%) 442.5K -40.5K (-8.4%) 0.02% 0.000 pp 0.00% +0.000 pp USD17.61 -15.8% 16 qtrs
88 BRINKER CAPITAL INVESTMENTS, LLC 28.3K +14.8K (+108.6%) 420.0K +201.2K (+91.9%) 0.02% +0.009 pp 0.00% +0.001 pp USD14.98 -1.1% 7 qtrs
89 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 27.7K -18.0 (-0.1%) 411.1K -36.1K (-8.1%) 0.02% 0.000 pp 0.00% 0.000 pp USD14.45 +2.6% 6 qtrs
90 XTX TOPCO LTD 25.3K -32.2K (-56.0%) 374.5K -551.2K (-59.5%) 0.02% -0.020 pp 0.01% -0.038 pp USD16.65 -11.0% 4 qtrs
91 BLEAKLEY FINANCIAL GROUP, LLC 25.2K +25.2K (+100.0%) 373.4K +373.4K (+100.0%) 0.02% +0.015 pp 0.01% +0.007 pp USD14.82 +0.0% 6 qtrs
92 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 24.7K -8.9K (-26.4%) 367.0K -174.0K (-32.2%) 0.02% -0.006 pp 0.08% -0.009 pp USD17.56 -15.6% 3 qtrs
93 INTECH INVESTMENT MANAGEMENT LLC 24.7K -9.6K (-27.9%) 365.7K -185.9K (-33.7%) 0.02% -0.006 pp 0.00% -0.002 pp USD15.90 -6.8% 6 qtrs
94 Y-INTERCEPT (HONG KONG) LTD 24.2K +24.2K (+100.0%) 358.0K +358.0K (+100.0%) 0.01% +0.015 pp 0.01% +0.008 pp USD14.82 +0.0% 3 qtrs
95 TWO SIGMA ADVISERS, LP 24.0K -44.9K (-65.2%) 355.7K -754.3K (-68.0%) 0.01% -0.028 pp 0.00% -0.002 pp USD16.11 -8.0% 2 qtrs
96 STATE OF WISCONSIN INVESTMENT BOARD 23.1K -6.7K (-22.5%) 342.7K -138.2K (-28.7%) 0.01% -0.004 pp 0.00% 0.000 pp USD14.03 +5.6% 7 qtrs
97 NATIXIS ADVISORS, L.P. 22.6K +9.7K (+75.1%) 335.0K +127.0K (+61.1%) 0.01% +0.006 pp 0.00% +0.000 pp USD16.38 -9.5% 3 qtrs
98 ADVISORY SERVICES NETWORK, LLC 21.4K +— (+0.0%) 317.0K -27.6K (-8.0%) 0.01% 0.000 pp 0.00% -0.001 pp USD17.56 -15.6% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 92 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust Small Cap Core AlphaDEX Fund FYX 0.21% 2.89M 0.58%
2 Applied Finance IVS US SMID ETF IVSS 0.21% 26.4K 0.59%
3 WisdomTree U.S. SmallCap Fund EES 0.19% 1.36M 0.38%
4 iShares Russell 2000 Growth ETF IWO 0.06% 8.89M 0.24%
5 Avantis U.S. Small Cap Equity ETF AVSC 0.05% 1.60M 0.25%
6 Fidelity MSCI Consumer Discretionary Index ETF FDIS 0.05% 877.2K 0.08%
7 Dimensional - US Small Cap ETF DFAS 0.05% 7.39M 0.26%
8 Vanguard Russell 2000 Growth ETF VTWG 0.05% 767.8K 0.06%
9 Vanguard Consumer Discretionary ETF VCR 0.04% 3.10M 0.09%
10 Strive Small-Cap ETF STXK 0.04% 35.1K 0.18%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
Shares disposed
46.9K
Cash buys
Cash sales
1.00
Net activity
-46,875
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-09 Rivera Daniel R. Director / Officer F-InKind D Common Stock 7,731 13.41 103.7K 605,105 D
2026-05-09 Fondell Rebecca Officer F-InKind D Common Stock 2,863 13.41 38.4K 26,204 D
2026-03-13 O'Melia Scott L. Officer F-InKind D Common Stock 3,326 10.34 34.4K 318,163 D
2026-03-13 Khalid Muhammad Officer F-InKind D Common Stock 2,844 10.34 29.4K 158,994 D
2026-03-13 Diamond Michael Fisher Officer F-InKind D Common Stock 4,048 10.34 41.9K 163,165 D
2026-02-28 Rivera Daniel R. Director / Officer F-InKind D Common Stock 1,810 11.00 19.9K 612,836 D
2026-02-28 O'Melia Scott L. Officer F-InKind D Common Stock 1,383 11.00 15.2K 321,489 D
2026-02-28 Khalid Muhammad Officer F-InKind D Common Stock 1,187 11.00 13.1K 161,838 D
2026-02-28 Fitzpatrick Jonathan G. Director F-InKind D Common Stock 4,738 11.00 52.1K 2,263,936 D
2026-02-27 Rivera Daniel R. Director / Officer F-InKind D Common Stock 4,045 11.00 44.5K 614,646 D
2026-02-27 O'Melia Scott L. Officer F-InKind D Common Stock 4,072 11.00 44.8K 322,872 D
2026-02-27 Khalid Muhammad Officer F-InKind D Common Stock 3,432 11.00 37.8K 163,025 D
2026-02-27 Fitzpatrick Jonathan G. Director F-InKind D Common Stock 10,779 11.00 118.6K 2,268,674 D
2026-01-21 O'Melia Scott L. Officer S-Sale D Common Stock 46,875 16.00 750.0K 326,944 D
2026-01-01 JOHNSON TIMOTHY A Director 0 0.00 0
2025-11-07 Khalid Muhammad Officer F-InKind D Common Stock 10,655 13.85 147.6K 166,457 D
2025-09-15 Fitzpatrick Jonathan G. Director S-Sale D Common Stock 110,000 18.05 1.99M 2,279,453 D
2025-09-12 Fitzpatrick Jonathan G. Director S-Sale D Common Stock 75,000 18.27 1.37M 2,389,453 D
2025-08-25 Khalid Muhammad Officer Common Stock 0 0.00 58,945 D
2025-08-22 O'Melia Scott L. Officer F-InKind D Common Stock 30,589 18.25 558.2K 343,230 D
2025-08-07 Diamond Michael Fisher Officer F-InKind D Common Stock 11,419 16.62 189.8K 155,794 D
2025-05-09 Rivera Daniel R. Director / Officer A-Award A Common Stock 71,692 0.00 618,691 D
2025-05-09 Fondell Rebecca Officer 0 0.00 0
2025-05-09 Fitzpatrick Jonathan G. Director A-Award A Common Stock 11,627 0.00 2,464,453 D
2025-03-22 Rivera Daniel R. Officer F-InKind D Common Stock 898 17.41 15.6K 546,999 D
2025-03-22 O'Melia Scott L. Officer F-InKind D Common Stock 1,157 17.41 20.1K 373,819 D
2025-03-22 Fitzpatrick Jonathan G. Director / Officer F-InKind D Common Stock 6,042 17.41 105.2K 2,452,826 D
2025-03-13 Tomas Jose D. Director A-Award A Common Stock 8,809 0.00 27,478 D
2025-03-13 Stroup Karen B. Director A-Award A Common Stock 8,809 0.00 32,342 D
2025-03-13 SWINBURN PETER S Director A-Award A Common Stock 8,809 0.00 237,366 D
2025-03-13 PUCKETT RICK D Director A-Award A Common Stock 8,809 0.00 169,482 D
2025-03-13 O'Melia Scott L. Officer A-Award A Common Stock 26,577 0.00 374,976 D
2025-03-13 Harmon Damien Director A-Award A Common Stock 8,809 0.00 19,423 D
2025-03-13 Halligan Catherine Ann Director A-Award A Common Stock 8,809 0.00 26,600 D
2025-03-13 Diamond Michael Fisher Officer A-Award A Common Stock 35,436 0.00 167,213 D
2025-03-05 Rivera Daniel R. Officer F-InKind D Common Stock 2,368 16.22 38.4K 547,897 D
2025-03-05 O'Melia Scott L. Officer A-Award A Common Stock 9,116 0.00 351,415 D
2025-03-05 Fitzpatrick Jonathan G. Director / Officer F-InKind D Common Stock 8,805 16.22 142.8K 2,458,868 D
2025-03-03 Halligan Catherine Ann Director S-Sale D Common Stock 4,242 17.42 73.9K 17,791 D
2025-02-28 Rivera Daniel R. Officer F-InKind D Common Stock 1,619 17.53 28.4K 541,629 D
2025-02-28 O'Melia Scott L. Officer F-InKind D Common Stock 1,296 17.53 22.7K 342,299 D
2025-02-28 Fitzpatrick Jonathan G. Director / Officer F-InKind D Common Stock 4,777 17.53 83.7K 2,431,690 D
2025-02-27 Rivera Daniel R. Officer F-InKind D Common Stock 3,112 16.23 50.5K 543,248 D
2025-02-27 O'Melia Scott L. Officer F-InKind D Common Stock 3,177 16.23 51.6K 343,595 D
2025-02-27 Fitzpatrick Jonathan G. Director / Officer F-InKind D Common Stock 9,945 16.23 161.4K 2,436,467 D
2024-08-23 O'Melia Scott L. Officer A-Award A Common Stock 220,264 0.00 346,772
2024-08-09 Diamond Michael Fisher Officer D Common Stock 0 0.00 131,777
2024-08-08 Arnao Joel Officer F-InKind D Common Stock 388 13.09 5.1K 9,756
2024-07-13 Beland Michael Officer F-InKind D Common Stock 70 13.02 911.40 10,725
2024-05-09 Arnao Joel Officer D Common Stock 0 0.00 6,130
2024-03-22 Roark Capital GenPar III Cayman AIV Sub LLC 10% Owner I Common Stock, par value $0.01 per share 0 0.00 68,832,571
2024-03-22 Rivera Daniel R. Officer F-InKind D Common Stock 898 15.31 13.7K 546,360
2024-03-22 RC III Portfolio Holdings LP 10% Owner I Common Stock, par value $0.01 per share 0 0.00 68,832,571
2024-03-22 O'Melia Scott L. Officer F-InKind D Common Stock 1,171 15.31 17.9K 126,508
2024-03-22 Fitzpatrick Jonathan G. Director / Officer F-InKind D Common Stock 3,739 15.31 57.2K 2,446,412
2024-03-22 DRIVEN EQUITY SUB LLC 10% Owner 0 0.00 0
2024-03-22 Beland Michael Officer F-InKind D Common Stock 238 15.31 3.6K 10,795
2024-03-06 Beland Michael Officer A-Award A Common Stock 1,729 14.26 24.7K 11,626
2024-02-28 Rivera Daniel R. Officer F-InKind D Common Stock 1,659 13.56 22.5K 547,258
2024-02-28 O'Melia Scott L. Officer F-InKind D Common Stock 1,299 13.56 17.6K 127,679
2024-02-28 Fitzpatrick Jonathan G. Director / Officer F-InKind D Common Stock 4,778 13.56 64.8K 2,449,583
2024-02-28 Beland Michael Officer F-InKind D Common Stock 275 13.56 3.7K 9,897
2024-02-27 Tomas Jose D. Director A-Award A Common Stock 10,614 0.00 18,669
2024-02-27 Stroup Karen B. Director A-Award A Common Stock 10,614 0.00 23,533
2024-02-27 SWINBURN PETER S Director A-Award A Common Stock 10,614 0.00 228,557
2024-02-27 Rivera Daniel R. Officer A-Award A Common Stock 35,074 0.00 548,917
2024-02-27 PUCKETT RICK D Director A-Award A Common Stock 10,614 0.00 160,673
2024-02-27 O'Melia Scott L. Officer A-Award A Common Stock 28,974 0.00 128,978
2024-02-27 Harmon Damien Director A-Award A Common Stock 10,614 0.00 10,614
2024-02-27 Halligan Catherine Ann Director A-Award A Common Stock 10,614 0.00 22,033
2024-02-27 Fitzpatrick Jonathan G. Director / Officer A-Award A Common Stock 121,998 0.00 2,454,361
2024-02-27 Ferrera Gary W Officer A-Award A Common Stock 41,174 0.00 104,275
2024-02-27 Beland Michael Officer A-Award A Common Stock 4,026 0.00 10,172
2024-01-01 Harmon Damien Director 0 0.00 0
2023-11-15 RC IV Cayman ICW Holdings LLC 10% Owner 0 0.00 0
2023-11-15 ARONSON NEAL K Director / 10% Owner 0 0.00 0
2023-11-07 Khalid Muhammad Officer A-Award A Common Stock 88,417 0.00 95,858
2023-10-30 SWINBURN PETER S Director A-Award A Stock Option (right to buy) 8,730 22.00 192.1K 8,730
2023-10-30 Rivera Daniel R. Officer A-Award A Stock Option (right to buy) 193,491 22.00 4.26M 193,491
2023-10-30 PUCKETT RICK D Director A-Award A Stock Option (right to buy) 10,815 22.00 237.9K 10,815
2023-10-30 O'Melia Scott L. Officer A-Award A Stock Option (Right to Buy) 262,112 22.00 5.77M 262,112
2023-10-30 Marshall Kyle L. Officer A-Award A Stock Option (right to buy) 99,171 22.00 2.18M 99,171
2023-10-30 Macaluso Michael G. Officer A-Award A Stock Option (right to buy) 174,777 22.00 3.85M 174,777
2023-10-30 Gehlan Tracy A. Officer A-Award A Stock Option (Right to Buy) 84,348 22.00 1.86M 84,348
2023-10-30 Fitzpatrick Jonathan G. Director / Officer A-Award A Stock Option (right to buy) 1,233,089 22.00 27.13M 1,233,089
2023-07-13 Beland Michael Officer F-InKind D Common Stock 70 27.59 1.9K 6,146
2023-05-30 Fitzpatrick Jonathan G. Director / Officer P-Purchase A Common Stock 42,000 23.76 997.9K 2,332,363
2023-05-25 Ferrera Gary W Officer P-Purchase A Common Stock 4,000 24.23 96.9K 63,101
2023-05-10 Ferrera Gary W Officer A-Award A Common Stock 59,101 0.00 59,101
2023-03-22 Teddy John R. Officer F-InKind D Common Stock 1,273 27.93 35.6K 21,841
2023-03-22 Rivera Daniel R. Officer F-InKind D Common Stock 898 27.93 25.1K 513,843
2023-03-22 O'Melia Scott L. Officer F-InKind D Common Stock 1,171 27.93 32.7K 100,004
2023-03-22 Mason Tiffany L Officer F-InKind D Common Stock 1,333 27.93 37.2K 196,685
2023-03-22 Marshall Kyle L. Officer F-InKind D Common Stock 771 27.93 21.5K 127,799
2023-03-22 Macaluso Michael G. Officer F-InKind D Common Stock 896 27.93 25.0K 326,536
2023-03-22 Gehlan Tracy A. Officer F-InKind D Common Stock 1,001 27.93 28.0K 26,033
2023-03-22 Fitzpatrick Jonathan G. Director / Officer F-InKind D Common Stock 6,042 27.93 168.8K 2,290,363
2023-03-22 Beland Michael Officer F-InKind D Common Stock 250 27.93 7.0K 5,413
2023-02-28 Tomas Jose D. Director A-Award A Common Stock 5,082 0.00 8,894
2023-02-28 Teddy John R. Officer A-Award A Common Stock 9,338 0.00 23,114
2023-02-28 Stroup Karen B. Director A-Award A Common Stock 5,082 0.00 12,919
2023-02-28 SWINBURN PETER S Director A-Award A Common Stock 5,082 0.00 217,943
2023-02-28 Rivera Daniel R. Officer A-Award A Common Stock 16,779 0.00 514,741
2023-02-28 PUCKETT RICK D Director A-Award A Common Stock 5,082 0.00 150,059
2023-02-28 O'Melia Scott L. Officer A-Award A Common Stock 11,088 0.00 101,175
2023-02-28 Mason Tiffany L Officer A-Award A Common Stock 12,839 0.00 198,018
2023-02-28 Marshall Kyle L. Officer A-Award A Common Stock 8,170 0.00 128,570
2023-02-28 Macaluso Michael G. Officer A-Award A Common Stock 9,338 0.00 327,432
2023-02-28 Khalid Muhammad Officer A-Award A Common Stock 7,441 0.00 7,441
2023-02-28 Halligan Catherine Ann Director A-Award A Common Stock 5,082 0.00 11,419
2023-02-28 Gehlan Tracy A. Officer A-Award A Common Stock 6,069 0.00 27,034
2023-02-28 Fitzpatrick Jonathan G. Director / Officer A-Award A Common Stock 58,360 0.00 2,296,405
2023-02-28 Beland Michael Officer A-Award A Common Stock 2,408 0.00 5,663
2023-02-20 Khalid Muhammad Officer 0 0.00 0
2022-09-15 RC IV Cayman ICW Holdings LLC 10% Owner S-Sale D Common Stock, par value $0.01 per share 2,257,203 32.19 72.66M 14,056,415
2022-09-15 Driven Equity LLC 10% Owner S-Sale D Common Stock, par value $0.01 per share 4,742,797 32.19 152.67M 29,535,108
2022-09-15 ARONSON NEAL K Director / 10% Owner S-Sale D Common Stock, par value $0.01 per share 4,742,797 32.19 152.67M 68,832,571
2022-08-12 Macaluso Michael G. Officer S-Sale D Common Stock 16,000 31.46 503.4K 318,094
2022-08-03 Tomas Jose D. Director A-Award A Common Stock 3,812 0.00 3,812
2022-07-13 Beland Michael Officer F-InKind D Common Stock 72 27.86 2.0K 6,216
2022-07-11 Tomas Jose D. Director 0 0.00 0
2022-03-22 Teddy John R. Officer A-Award A Performance-based restricted stock units 2,460 0.00 2,460
2022-03-22 Stroup Karen B. Director A-Award A Common Stock 4,242 0.00 7,837
2022-03-22 SWINBURN PETER S Director A-Award A Common Stock 4,242 0.00 212,861
2022-03-22 Rivera Daniel R. Officer A-Award A Common Stock 11,055 0.00 497,962
2022-03-22 PUCKETT RICK D Director A-Award A Common Stock 4,242 0.00 144,977
2022-03-22 O'Melia Scott L. Officer A-Award A Performance-based restricted stock units 9,349 0.00 9,349
2022-03-22 Mason Tiffany L Officer A-Award A Common Stock 13,511 0.00 184,669
2022-03-22 Marshall Kyle L. Officer A-Award A Performance-based restricted stock units 4,920 0.00 4,920
2022-03-22 Macaluso Michael G. Officer A-Award A Performance-based restricted stock units 7,873 0.00 7,873
2022-03-22 Halligan Catherine Ann Director A-Award A Common Stock 4,242 0.00 6,337
2022-03-22 Gehlan Tracy A. Officer A-Award A Common Stock 6,387 0.00 20,965
2022-03-22 Fitzpatrick Jonathan G. Officer A-Award A Common Stock 46,062 0.00 2,237,535
2022-03-22 Beland Michael Officer A-Award A Common Stock 2,534 0.00 3,255
2021-12-29 ROARK CAPITAL PARTNERS III AIV LP 10% Owner I Common Stock, par value $0.01 per share 0 0.00 73,575,368
2021-12-29 RC IV CAYMAN ICW HOLDINGS SUB LLC 10% Owner D Common Stock, par value $0.01 per share 0 0.00 18,702,537
2021-12-29 Driven Equity LLC 10% Owner 0 0.00 0
2021-12-29 DRIVEN EQUITY SUB LLC 10% Owner D Common Stock, par value $0.01 per share 0 0.00 39,297,463
2021-12-20 O'Melia Scott L. Officer A-Award A Stock Option (right to buy) 200,000 30.63 6.13M 200,000
2021-12-20 Mason Tiffany L Officer A-Award A Stock Option (right to buy) 300,000 30.63 9.19M 300,000
2021-12-20 Macaluso Michael G. Officer A-Award A Stock Option (right to buy) 250,000 30.63 7.66M 250,000
2021-12-20 Fitzpatrick Jonathan G. Director / Officer A-Award A Stock Option (right to buy) 1,000,000 30.63 30.63M 1,000,000
2021-11-05 Rivera Daniel R. Officer S-Sale D Common Stock 26,173 32.11 840.4K 42,768
2021-11-04 Rivera Daniel R. Officer S-Sale D Common Stock 1,559 32.08 50.0K 68,941
2021-11-03 Rivera Daniel R. Officer S-Sale D Common Stock 14,046 32.19 452.1K 70,500
2021-10-25 Teddy John R. Officer 0 0.00 0
2021-10-15 Mendoza Gabriel C. Officer 0 0.00 0
2021-09-08 RC IV Cayman ICW Holdings LLC 10% Owner S-Sale D Common Stock, par value $0.01 per share 284,212 29.50 8.38M 35,016,155
2021-09-08 Driven Equity LLC 10% Owner S-Sale D Common Stock, par value $0.01 per share 597,181 29.50 17.62M 73,575,368
2021-09-08 ARONSON NEAL K Director / 10% Owner S-Sale D Common Stock, par value $0.01 per share 597,181 29.50 17.62M 73,575,368
2021-08-13 Stroup Karen B. Director P-Purchase A Common Stock 350 28.64 10.0K 350
2021-08-09 RC IV Cayman ICW Holdings LLC 10% Owner S-Sale D Common Stock, par value $0.01 per share 3,869,490 29.50 114.15M 35,300,367
2021-08-09 Driven Equity LLC 10% Owner S-Sale D Common Stock, par value $0.01 per share 8,130,510 29.50 239.85M 74,172,549
2021-08-09 ARONSON NEAL K Director / 10% Owner S-Sale D Common Stock, par value $0.01 per share 8,130,510 29.50 239.85M 74,172,549
2021-07-13 Beland Michael Officer A-Award A Common Stock 721 0.00 721
2021-07-02 Beland Michael Officer 0 0.00 0
2021-01-22 Mendoza Gabriel C. Officer P-Purchase A Common Stock 21,700 29.76 645.8K 272,703
2021-01-21 Mendoza Gabriel C. Officer P-Purchase A Common Stock 8,300 29.86 247.8K 251,003
2021-01-19 Marshall Kyle L. Officer P-Purchase A Common Stock 2,220 26.98 59.9K 23,546
2021-01-15 PUCKETT RICK D Director P-Purchase A Common Stock 15,000 28.00 420.0K 76,549
2021-01-14 Thompson Michael Ryan Director 0 0.00 0
2021-01-14 Stroup Karen B. Director D Common Stock 0 0.00 2,095
2021-01-14 SWINBURN PETER S Director D Common Stock 0 0.00 148,220
2021-01-14 Rivera Daniel R. Officer D Common Stock 0 0.00 84,546
2021-01-14 RC IV Cayman ICW Holdings LLC 10% Owner I Common Stock, par value $0.01 per share 0 0.00 39,169,857
2021-01-14 PUCKETT RICK D Director D Common Stock 0 0.00 61,549
2021-01-14 O'Melia Scott L. Officer D Common Stock 0 0.00 76,772
2021-01-14 Mendoza Gabriel C. Officer D Common Stock 0 0.00 242,703
2021-01-14 Mason Tiffany L Officer D Common Stock 0 0.00 171,030
2021-01-14 Marshall Kyle L. Officer D Common Stock 0 0.00 21,326
2021-01-14 Macaluso Michael G. Officer D Common Stock 0 0.00 254,285
2021-01-14 Hume Chadwick P. Director 0 0.00 0
2021-01-14 Halligan Catherine Ann Director D Common Stock 0 0.00 2,095
2021-01-14 Gehlan Tracy A. Officer D Common Stock 0 0.00 14,578
2021-01-14 Fitzpatrick Jonathan G. Director / Officer D Common Stock 0 0.00 1,689,537
2021-01-14 Edmiston Robert Bryan Officer D Common Stock 0 0.00 42,757
2021-01-14 Driven Equity LLC 10% Owner I Common Stock, par value $0.01 per share 0 0.00 82,303,059
2021-01-14 ARONSON NEAL K Director / 10% Owner I Common Stock, par value $0.01 per share 0 0.00 82,303,059

Executive team

Top executives
EBIT / Employee
20.7K
Shares Outstanding
164.93M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Jonathan Fitzpatrick President and Chief Executive Officer 1.00M 5.52M 1.12M 15.0K 7.66M 72.13%
2 2024 Scott O’Melia Executive Vice President, Chief Legal Officer 490.4K 166.7K 4.51M 391.7K 16.1K 5.57M 80.88%
3 2024 Michael Diamond Executive Vice President and Chief Financial Officer 282.7K 550.0K 3.64M 8.3K 4.48M 81.22%
4 2024 Daniel Rivera Executive Vice President and Chief Operating Officer 575.0K 1.59M 429.0K 39.9K 2.63M 60.33%
5 2024 Gary Ferrera Former Executive Vice President and Chief Financial Officer 254.4K 1.86M 115.2K 2.23M 83.45%
6 2024 Michael Beland Former Senior Vice President, Interim Chief Financial Officer, and Chief Accounting Officer 334.8K 65.0K 182.2K 15.0K 597.1K 30.52%
7 2023 Jonathan Fitzpatrick President and Chief Executive Officer 1.00M 22.44M 5.36M 225.0K 44.4K 29.08M 95.63%
8 2023 Daniel Rivera Executive Vice President and Chief Operating Officer 555.8K 37.4K 5.99M 841.7K 130.1K 30.4K 7.59M 90.07%
9 2023 Gary Ferrera Former Executive Vice President and Chief Financial Officer 431.0K 775.0K 3.51M 13.5K 4.73M 74.21%
10 2023 Gary Ferrera Executive Vice President and Chief Financial Officer 431.0K 775.0K 3.51M 13.5K 4.73M 74.21%
11 2023 Michael Macaluso Executive Vice President and Group President Paint, Collision & Glass 390.5K 3.07M 760.3K 39.3K 4.26M 89.92%
12 2023 Tiffany Mason Former Executive Vice President and Chief Financial Officer 198.8K 2.15M 1.19M 330.8K 3.86M 86.29%
13 2023 Scott O’Melia Executive Vice President, Chief Legal Officer 475.0K 1.56M 1.14M 53.4K 18.6K 3.24M 83.14%
14 2023 Scott O’Melia Executive Vice President, General Counsel, and Secretary 475.0K 1.56M 1.14M 53.4K 18.6K 3.24M 83.14%
15 2022 Jonathan Fitzpatrick President and Chief Executive Officer 1.00M 277.5K 4.25M 1.25M 28.9K 6.81M 62.40%
16 2022 Tiffany Mason Former Executive Vice President and Chief Financial Officer 550.0K 76.3K 1.25M 344.4K 16.6K 2.23M 55.78%
17 2022 Tiffany Mason Executive Vice President and Chief Financial Officer 550.0K 76.3K 1.25M 344.4K 16.6K 2.23M 55.78%
18 2022 Michael Macaluso Executive Vice President and Group President Paint, Collision & Glass 387.4K 405.2K 905.9K 327.0K 177.3K 2.20M 41.13%
19 2022 Daniel R. Rivera Executive Vice President and Chief Operating Officer 450.0K 1.02M 540.0K 13.7K 2.02M 50.38%
20 2022 Daniel Rivera Executive Vice President and Chief Operating Officer 450.0K 1.02M 540.0K 13.7K 2.02M 50.38%
21 2022 Scott O’Melia Executive Vice President, General Counsel, and Secretary 475.0K 65.9K 1.08M 297.5K 7.8K 1.92M 55.97%
22 2022 Scott O’Melia Executive Vice President, Chief Legal Officer 475.0K 65.9K 1.08M 297.5K 7.8K 1.92M 55.97%
23 2021 Jonathan Fitzpatrick President and Chief Executive Officer 600.0K 13.24M 967.5K 29.8K 14.84M 89.23%
24 2021 Tiffany Mason Former Executive Vice President and Chief Financial Officer 485.0K 3.97M 391.0K 14.6K 4.86M 81.69%
25 2021 Tiffany Mason Executive Vice President and Chief Financial Officer 485.0K 3.97M 391.0K 14.6K 4.86M 81.69%
26 2021 Daniel R. Rivera Executive Vice President and Chief Operating Officer 375.0K 3.31M 500.0K 11.8K 4.20M 78.87%
27 2021 Daniel Rivera Executive Vice President and Chief Operating Officer 375.0K 3.31M 500.0K 11.8K 4.20M 78.87%
28 2021 Daniel R. Rivera Executive Vice President and Group President, Maintenance 375.0K 3.31M 500.0K 11.8K 4.20M 78.87%
29 2021 Michael Macaluso Executive Vice President and Group President Paint, Collision & Glass 312.1K 3.31M 304.3K 25.8K 3.95M 83.75%
30 2021 Scott O’Melia Executive Vice President, General Counsel, and Secretary 400.0K 2.65M 322.5K 7.4K 3.38M 78.39%
31 2020 Jonathan Fitzpatrick President and Chief Executive Officer 600.0K 3.00M 2.76M 792.0K 9.0K 7.16M 38.53%
32 2020 Tiffany Mason Executive Vice President and Chief Financial Officer 377.5K 200.0K 677.6K 320.1K 445.00 1.58M 43.01%
33 2020 Daniel R. Rivera Executive Vice President and Chief Operating Officer 375.0K 250.0K 378.9K 330.0K 4.8K 1.34M 28.30%
34 2020 Daniel R. Rivera Executive Vice President and Group President, Maintenance 375.0K 250.0K 378.9K 330.0K 4.8K 1.34M 28.30%
35 2020 Scott O’Melia Executive Vice President, General Counsel, and Secretary 241.5K 200.0K 692.4K 120.2K 1.25M 55.21%
36 2020 Michael Macaluso Executive Vice President and Group President Paint, Collision & Glass 311.8K 200.0K 378.9K 244.1K 32.3K 1.17M 32.46%
37 2020 Michael Macaluso Executive Vice President and Group President, Paint, Collision & Glass 311.8K 200.0K 378.9K 244.1K 32.3K 1.17M 32.46%
38 2020 Jacky Wu Former Executive Vice President, Chief Financial Officer, and Treasurer 110.4K 110.4K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-04-10 DEFA14A
2025-04-10 DEF 14A
2024-03-27 DEFA14A
2024-03-27 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-06-11 8-K
2026-06-11 10-Q
2026-06-05 8-K
2026-05-19 8-K
2026-05-19 10-K
2026-05-12 4
2026-05-12 4
2026-05-08 NT 10-Q
2026-05-06 SC 13G
2026-04-27 8-K

Executive team

NameTitleCompensationGender
Scott L. O'Melia Executive Vice President, Chief Legal Officer & Secretary 1M male
Daniel R. Rivera President, Chief Executive Officer & Director 1M male
Michael Diamond Chief Financial Officer & Executive Vice President 841.0K male
Muhammed Khalid Executive Vice President & Chief Operating Officer 753.6K male
Kyle L. Marshall Executive Vice President & Chief Commercial Officer male
Karen Conrad Executive Vice President & Chief Information Officer female
Nick Vincent Executive VP & Chief People Officer male
Rebecca Fondell Senior Vice President & Chief Accounting Officer female
Joel Arnao Senior Vice President of FP&A, Treasury and Investor Relations male
Steve Alexander Senior Director of Investor Relations male
Tim Austin Executive VP & President of Take 5 Oil Change male
ESG Rating
B
AUTO - DEALERSHIPS
2026
E (Environmental)
53.3 / 61.3
Company / Sector avg.
S (Social)
68.9 / 67.9
Company / Sector avg.
G (Governance)
68.5 / 67.5
Company / Sector avg.
ESG Total
63.6 / 65.6
Company / Sector avg.
ESG Score History AUTO - DEALERSHIPS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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

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

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits