Dynex Capital, Inc. (DX)
Glen Allen, VA, US
Dynex Capital, Inc. operates as a mortgage real estate investment trust (mREIT), primarily engaging in the leveraged acquisition of various mortgage-backed securities (MBS) within the United States. Its investment portfolio includes both agency and non-agency MBS. Agency MBS are distinguished by a principal payment guarantee from a U.S. government entity or a government-sponsored enterprise (GSE), such as Fannie Mae or Freddie Mac. In contrast, non-agency MBS do not possess this governmental backing. Dynex's holdings specifically encompass residential MBS, commercial MBS (CMBS), and certain CMBS interest-only instruments. For federal income tax purposes, the company holds the designation of a real estate investment trust. This status typically exempts Dynex Capital from federal corporate income tax liabilities, provided it distributes a minimum of 90% of its taxable earnings to its shareholders. Established in 1987, the firm maintains its corporate headquarters in Glen Allen, Virginia.
4 articles
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.46% | +2.19% | -3.89% | -6.70% | -6.57% | -6.57% | +8.72% | +16.67% | -34.19% | -34.78% | -78.18% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 3 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
14.50
+11.7%
|
| Last Year | 6 |
14.88
+14.6%
|
| All Time | 6 |
14.88
+14.6%
|
-
Revenue growth+67.8% Q1'26: +170.8% (vs Q1'25)
-
EPS growth+65.8% Q1'26: -642.8% (vs Q1'25)
-
FCF margin— Q1'26: +27.1% (vs Q1'25)
-
EBIT margin— Q1'26: +92.0% (vs Q1'25)
-
ROIC— Q1'26: +4.1% (vs Q1'25)
-
Share dilution+75.5% Q1'26: +121.1% (vs Q1'25)
-
Debt / EBITDA18.85× Q1'26: 22.21× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 2 EPS Ana. |
Dec 2027 2 Rev. Ana. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
39.41M
est: 39.87M (-1.2%)
|
51.67M
est: 46.08M (+12.1%)
|
73.79M
est: 84.85M (-13.0%)
|
122.01M
est: 122.24M (-0.2%)
|
119.91M
est: 130.19M (-7.9%)
|
121.87M
est: 109.18M (+11.6%)
|
56.14M
est: 75.48M (-25.6%)
|
82.05M
est: 64.70M (+26.8%)
|
86.02M
est: 51.65M (+66.5%)
|
83.22M
est: 69.46M (+19.8%)
|
164.41M
est: 74.41M (+121.0%)
|
232.26M
est: 87.65M (+165.0%)
|
66.76M
est: 113.32M (-41.1%)
|
-2.37M
est: 89.06M (-102.7%)
|
132.60M
est: 112.09M (+18.3%)
|
318.03M
est: 18.54M (+1,615.2%)
|
533.52M
est: 218.44M (+144.2%)
|
394.68M
387.72M – 401.64M
+80.7% YoY
|
474.02M
455.06M – 492.98M
+20.1% YoY
|
541.13M
531.58M – 550.67M
+14.2% YoY
|
| EBITDA |
34.73M
est: 32.69M (+6.2%)
|
50.01M
est: 9.22M (+442.6%)
|
52.29M
est: 16.97M (+208.1%)
|
123.64M
est: 24.45M (+405.7%)
|
98.30M
est: 26.04M (+277.5%)
|
46.93M
est: 64.14M (-26.8%)
|
35.65M
est: 50.11M (-28.9%)
|
68.08M
est: 12.94M (+426.1%)
|
70.07M
est: 10.33M (+578.3%)
|
66.60M
est: 67.96M (-2.0%)
|
-38.56M
est: -80.69M (+52.2%)
|
210.15M
est: 17.53M (+1,098.8%)
|
107.93M
est: 22.66M (+376.2%)
|
186.77M
est: 17.81M (+948.6%)
|
209.32M
est: 67.26M (+211.2%)
|
427.56M
est: 11.13M (+3,743.1%)
|
738.23M
est: 131.07M (+463.3%)
|
236.81M
232.63M – 240.98M
+80.7% YoY
|
284.41M
273.04M – 295.79M
+20.1% YoY
|
324.68M
318.95M – 330.40M
+14.2% YoY
|
| EBIT |
32.26M
est: 7.20M (+347.8%)
|
43.83M
est: 8.33M (+426.4%)
|
52.29M
est: 15.33M (+241.1%)
|
123.64M
est: 22.09M (+459.7%)
|
98.30M
est: 23.53M (+317.8%)
|
46.93M
est: 19.73M (+137.9%)
|
35.65M
est: 13.64M (+161.4%)
|
68.08M
est: 11.69M (+482.3%)
|
70.07M
est: 9.33M (+650.8%)
|
66.60M
est: 12.55M (+430.6%)
|
-38.56M
est: 13.45M (-386.8%)
|
210.15M
est: 15.84M (+1,226.8%)
|
107.93M
est: 20.48M (+427.1%)
|
186.77M
est: 16.09M (+1,060.6%)
|
209.32M
est: 67.26M (+211.2%)
|
427.56M
est: 11.13M (+3,743.1%)
|
738.23M
est: 131.07M (+463.3%)
|
236.81M
232.63M – 240.98M
+80.7% YoY
|
284.41M
273.04M – 295.79M
+20.1% YoY
|
324.68M
318.95M – 330.40M
+14.2% YoY
|
| Net Income |
17.58M
est: 16.20M (+8.6%)
|
29.47M
est: 27.37M (+7.7%)
|
39.81M
est: 39.60M (+0.5%)
|
74.04M
est: 78.77M (-6.0%)
|
68.07M
est: 69.52M (-2.1%)
|
27.81M
est: 29.18M (-4.7%)
|
16.54M
est: 21.96M (-24.7%)
|
43.10M
est: 40.53M (+6.3%)
|
33.89M
est: 35.28M (-3.9%)
|
7.02M
est: 6.33M (+11.0%)
|
-152.67M
est: -185.77M (+17.8%)
|
177.53M
est: 63.33M (+180.3%)
|
102.26M
est: 140.15M (-27.0%)
|
143.16M
est: 58.03M (+146.7%)
|
-6.13M
est: 153.32M (-104.0%)
|
113.90M
est: -55.10M (+306.7%)
|
319.07M
est: 132.10M (+141.5%)
|
174.90M
170.89M – 178.90M
+32.4% YoY
|
204.16M
196.49M – 211.83M
+16.7% YoY
|
201.66M
197.04M – 206.29M
-1.2% YoY
|
| SGA |
6.72M
est: 6.45M (+4.1%)
|
8.82M
est: 8.29M (+6.4%)
|
9.96M
est: 10.03M (-0.7%)
|
12.74M
est: 13.52M (-5.8%)
|
13.06M
est: 13.35M (-2.2%)
|
16.01M
est: 16.54M (-3.2%)
|
17.67M
est: 17.86M (-1.1%)
|
14.71M
est: 15.38M (-4.3%)
|
15.82M
est: 16.07M (-1.6%)
|
15.11M
est: 15.31M (-1.4%)
|
15.99M
est: 14.41M (+10.9%)
|
21.08M
est: 17.88M (+17.9%)
|
24.09M
est: 42.06M (-42.7%)
|
32.35M
est: 27.33M (+18.4%)
|
30.73M
est: -290.05M (+110.6%)
|
34.59M
est: -47.98M (+172.1%)
|
—
est: -565.25M (+100.0%)
|
-1.02B
-1.04B – -1.00B
-80.7% YoY
|
-1.23B
-1.28B – -1.18B
-20.1% YoY
|
-1.40B
-1.42B – -1.38B
-14.2% YoY
|
| EPS |
3.12
est: 2.90 (+7.6%)
|
4.50
est: 3.75 (+20.0%)
|
3.09
est: 4.15 (-25.5%)
|
4.05
est: 4.23 (-4.3%)
|
3.30
est: 3.67 (-10.1%)
|
1.02
est: 2.13 (-52.1%)
|
0.42
est: 2.75 (-84.7%)
|
2.07
est: 2.50 (-17.1%)
|
1.38
est: 2.15 (-35.9%)
|
-0.25
est: 2.17 (-111.5%)
|
-7.01
est: 1.94 (-462.3%)
|
6.93
est: 2.00 (+247.1%)
|
2.78
est: 1.97 (+41.3%)
|
3.19
est: 1.31 (+143.0%)
|
-0.25
est: 1.21 (-120.6%)
|
1.50
est: -0.44 (+440.5%)
|
2.49
est: 1.06 (+135.7%)
|
1.40
1.37 – 1.43
+32.4% YoY
|
1.65
1.57 – 1.69
+17.9% YoY
|
1.61
1.58 – 1.65
-2.2% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-24 | UBS | Neutral | Neutral | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-15 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-14 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-13 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-12 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-11 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-17 | A | 4/5 | 5/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-16 | A | 4/5 | 5/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-15 | A | 4/5 | 5/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
Owner Earnings
Owner's Earnings history not available.
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | THORNBURG INVESTMENT MANAGEMENT INC85-0301299 | 5.06M | 9.30% | 5.06M | — | 5.06M | — | IA | USA | 2014-01-21 | ↗ |
| 2 | (1) BlackRock, Inc. | 3.16M | 8.60% | 3.10M | — | 3.16M | — | HC | Delaware | 2022-02-01 | ↗ |
| 3 | 04-2683227 | 2.03M | 3.73% | — | 2.03M | — | — | IA | Massachusetts | 2013-02-14 | ↗ |
| 4 | 47-0654095 | 1.50M | 13.10% | 1.50M | — | 1.50M | — | IA | State of Nebraska | 2000-02-04 | ↗ |
| 5 | FMR LLC | 1.19M | 3.48% | — | — | 1.19M | — | HC | Delaware | 2021-08-10 | ↗ |
| 6 | The Vanguard Group - 23-1945930 | 1.05M | 4.54% | — | 27.5K | 1.01M | 44.1K | IA | Pennsylvania | 2021-02-10 | ↗ |
| 7 | 37-1406661 | 1.04M | 3.52% | — | 1.04M | — | — | PN | Delaware | 2011-02-14 | ↗ |
| 8 | Deutsche Bank A.G. | 934.7K | 8.20% | 934.7K | — | 934.7K | — | BK, HC, CO | Federal Republic of Germany | 2001-02-02 | ↗ |
| 9 | Tax I.D. No. 47-0654095 | 898.1K | 7.80% | 898.1K | — | 898.1K | — | IA | State of Nebraska | 2000-12-07 | ↗ |
| 10 | 13-3341573 | — | 0.00% | — | — | — | — | IV | Maryland | 2001-02-12 | ↗ |
| 11 | Deutsche Bank AG | — | 0.00% | — | — | — | — | BK, HC, CO | Federal Republic of Germany | 2002-02-11 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 12.56M +889.6K (+7.6%) | 176.00M +32.5M (+22.7%) | 10.12% -0.193 pp | 0.00% +0.001 pp | USD12.71 +10.2% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 8.39M +876.9K (+11.7%) | 117.55M +25.2M (+27.3%) | 6.76% +0.121 pp | 0.00% +0.000 pp | USD13.44 +4.2% | 27 qtrs — |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 3.49M +257.7K (+8.0%) | 48.89M +9.2M (+23.1%) | 2.81% -0.044 pp | 0.00% +0.001 pp | USD13.31 +5.3% | 27 qtrs — |
| 4 | TWO SIGMA INVESTMENTS, LP | 3.42M +2.2M (+170.3%) | 47.92M +32.4M (+208.1%) | 2.76% +1.638 pp | 0.07% +0.044 pp | USD13.57 +3.2% | 4 qtrs — |
| 5 | STATE STREET CORP | 3.03M +313.3K (+11.5%) | 42.48M +8.6M (+25.5%) | 2.44% +0.041 pp | 0.00% +0.000 pp | USD13.61 +2.9% | 27 qtrs — |
| 6 | TWO SIGMA ADVISERS, LP | 2.88M +2.8M (+3,683.1%) | 40.42M +39.5M (+4,212.6%) | 2.32% +2.257 pp | 0.08% +0.077 pp | USD13.98 +0.2% | 8 qtrs — |
| 7 | BALYASNY ASSET MANAGEMENT L.P. | 2.14M +998.7K (+87.8%) | 29.93M +15.9M (+114.0%) | 1.72% +0.716 pp | 0.04% +0.020 pp | USD13.08 +7.1% | 3 qtrs — |
| 8 | MILLENNIUM MANAGEMENT LLC | 2.05M -184.7K (-8.3%) | 28.73M +1.3M (+4.6%) | 1.65% -0.323 pp | 0.01% +0.000 pp | USD12.57 +11.5% | 15 qtrs — |
| 9 | AMERIPRISE FINANCIAL INC | 1.77M +32.0K (+1.8%) | 24.78M +3.4M (+16.1%) | 1.42% -0.110 pp | 0.01% +0.001 pp | USD12.81 +9.4% | 6 qtrs — |
| 10 | VICTORY CAPITAL MANAGEMENT INC | 1.66M -61.9K (-3.6%) | 23.22M +2.1M (+9.9%) | 1.34% -0.184 pp | 0.01% +0.001 pp | USD12.28 +14.1% | 26 qtrs — |
| 11 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.62M +94.8K (+6.2%) | 22.64M +3.9M (+21.1%) | 1.30% -0.042 pp | 0.03% +0.004 pp | USD11.98 +16.9% | 7 qtrs — |
| 12 | NORTHERN TRUST CORP | 1.33M +56.9K (+4.5%) | 18.64M +3.0M (+19.1%) | 1.07% -0.053 pp | 0.00% +0.000 pp | USD13.62 +2.9% | 27 qtrs — |
| 13 | INVESCO LTD. | 1.31M -220.4K (-14.4%) | 18.40M -449.1K (-2.4%) | 1.06% -0.297 pp | 0.00% 0.000 pp | USD14.81 -5.4% | 27 qtrs — |
| 14 | VAN ECK ASSOCIATES CORP | 1.30M +180.1K (+16.0%) | 18.26M +4.5M (+32.3%) | 1.05% +0.058 pp | 0.02% +0.002 pp | USD13.15 +6.5% | 23 qtrs — |
| 15 | QUBE RESEARCH & TECHNOLOGIES LTD | 1.23M +32.8K (+2.7%) | 17.26M +2.5M (+17.1%) | 0.99% -0.067 pp | 0.02% +0.002 pp | USD12.73 +10.1% | 6 qtrs — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.23M +134.5K (+12.3%) | 17.22M +3.8M (+28.0%) | 0.99% +0.023 pp | 0.00% +0.001 pp | USD13.45 +4.2% | 27 qtrs — |
| 17 | METLIFE INVESTMENT MANAGEMENT, LLC | 1.20M -287.1K (-19.4%) | 16.75M -1.5M (-8.1%) | 0.96% -0.347 pp | 0.08% -0.006 pp | USD12.67 +10.6% | 27 qtrs — |
| 18 | FMR LLC | 1.18M +16.9K (+1.5%) | 16.47M +2.2M (+15.7%) | 0.95% -0.077 pp | 0.00% +0.000 pp | USD11.90 +17.7% | 27 qtrs — |
| 19 | MORGAN STANLEY | 1.07M -52.8K (-4.7%) | 15.05M +1.2M (+8.7%) | 0.87% -0.130 pp | 0.00% +0.000 pp | USD12.81 +9.4% | 27 qtrs — |
| 20 | GOLDMAN SACHS GROUP INC | 895.5K +521.4K (+139.4%) | 12.55M +7.9M (+172.9%) | 0.57% +0.243 pp | 0.00% +0.001 pp | USD13.33 +5.1% | 27 qtrs — |
| 21 | CITADEL ADVISORS LLC | 817.6K +76.3K (+10.3%) | 11.45M +2.3M (+25.7%) | 0.66% +0.004 pp | 0.00% +0.000 pp | USD12.62 +11.0% | 27 qtrs — |
| 22 | POINT72 ASSET MANAGEMENT, L.P. | 682.8K +682.8K (+100.0%) | 9.57M +9.6M (+100.0%) | 0.55% +0.550 pp | 0.01% +0.011 pp | USD14.01 +0.0% | 4 qtrs — |
| 23 | Y-INTERCEPT (HONG KONG) LTD | 551.5K +402.7K (+270.5%) | 7.73M +5.9M (+322.4%) | 0.44% +0.313 pp | 0.17% +0.129 pp | USD13.59 +3.1% | 4 qtrs — |
| 24 | BANK OF NEW YORK MELLON CORP | 550.0K +163.2K (+42.2%) | 7.70M +3.0M (+62.1%) | 0.44% +0.101 pp | 0.00% +0.000 pp | USD13.49 +3.9% | 27 qtrs — |
| 25 | RENAISSANCE TECHNOLOGIES LLC | 423.6K +423.6K (+100.0%) | 5.93M +5.9M (+100.0%) | 0.34% +0.341 pp | 0.01% +0.009 pp | USD14.01 +0.0% | 1 qtrs NEW |
| 26 | LPL FINANCIAL LLC | 421.8K +268.9K (+175.9%) | 5.91M +4.0M (+214.5%) | 0.34% +0.205 pp | 0.00% +0.001 pp | USD13.80 +1.5% | 19 qtrs — |
| 27 | CITIGROUP INC | 408.5K +43.8K (+12.0%) | 5.72M +1.2M (+27.7%) | 0.33% +0.007 pp | 0.00% +0.001 pp | USD12.48 +12.3% | 27 qtrs — |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 405.0K +355.9K (+724.7%) | 5.67M +5.1M (+840.2%) | 0.33% +0.283 pp | 0.00% +0.001 pp | USD13.87 +1.0% | 17 qtrs — |
| 29 | ADVISORS ASSET MANAGEMENT, INC. | 403.9K +151.7K (+60.1%) | 5.66M +2.6M (+82.6%) | 0.33% +0.103 pp | 0.10% +0.042 pp | USD12.92 +8.4% | 3 qtrs — |
| 30 | PEREGRINE CAPITAL MANAGEMENT LLC | 373.0K -18.5K (-4.7%) | 5.23M +414.3K (+8.6%) | 0.24% -0.107 pp | 0.16% +0.015 pp | USD12.47 +12.3% | 11 qtrs — |
| 31 | UBS GROUP AG | 340.6K -748.2K (-68.7%) | 4.77M -8.6M (-64.3%) | 0.27% -0.688 pp | 0.00% -0.001 pp | USD12.46 +12.4% | 27 qtrs — |
| 32 | JANE STREET GROUP, LLC | 322.1K +275.0K (+584.1%) | 4.51M +3.9M (+679.9%) | 0.21% +0.165 pp | 0.00% +0.001 pp | USD13.76 +1.8% | 2 qtrs — |
| 33 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 294.6K +294.6K (+100.0%) | 4.13M +4.1M (+100.0%) | 0.24% +0.237 pp | 0.01% +0.011 pp | USD14.01 +0.0% | 1 qtrs NEW |
| 34 | BARCLAYS PLC | 293.6K +74.8K (+34.2%) | 4.11M +1.3M (+47.3%) | 0.24% +0.043 pp | 0.00% +0.000 pp | USD13.00 +7.8% | 27 qtrs — |
| 35 | NUVEEN, LLC | 291.7K +8.6K (+3.1%) | 4.09M +608.0K (+17.5%) | 0.24% -0.015 pp | 0.00% +0.000 pp | USD12.68 +10.5% | 4 qtrs — |
| 36 | MARSHALL WACE, LLP | 285.4K +285.4K (+100.0%) | 4.00M +4.0M (+100.0%) | 0.23% +0.230 pp | 0.00% +0.004 pp | USD14.01 +0.0% | 1 qtrs NEW |
| 37 | WATERFALL ASSET MANAGEMENT, LLC | 277.3K +127.3K (+84.9%) | 3.88M +2.0M (+110.4%) | 0.22% +0.091 pp | 2.09% +1.882 pp | USD13.08 +7.1% | 2 qtrs — |
| 38 | AQR CAPITAL MANAGEMENT LLC | 265.2K +122.7K (+86.0%) | 3.72M +2.0M (+112.1%) | 0.21% +0.088 pp | 0.00% +0.001 pp | USD13.27 +5.6% | 5 qtrs — |
| 39 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 262.7K +262.7K (+100.0%) | 3.68M +3.7M (+100.0%) | 0.21% +0.212 pp | 0.03% +0.029 pp | USD14.01 +0.0% | 11 qtrs — |
| 40 | SWISS NATIONAL BANK | 256.1K +48.4K (+23.3%) | 3.59M +1.0M (+40.6%) | 0.21% +0.023 pp | 0.00% +0.001 pp | USD13.86 +1.1% | 27 qtrs — |
| 41 | ALGERT GLOBAL LLC | 247.2K +247.2K (+100.0%) | 3.46M +3.5M (+100.0%) | 0.20% +0.199 pp | 0.05% +0.054 pp | USD14.01 +0.0% | 1 qtrs NEW |
| 42 | SEI INVESTMENTS CO | 245.0K -17.9K (-6.8%) | 3.43M +201.4K (+6.2%) | 0.20% -0.035 pp | 0.00% 0.000 pp | USD12.50 +12.1% | 11 qtrs — |
| 43 | SCHONFELD STRATEGIC ADVISORS LLC | 240.2K +240.2K (+100.0%) | 3.36M +3.4M (+100.0%) | 0.19% +0.194 pp | 0.01% +0.015 pp | USD14.01 +0.0% | 1 qtrs NEW |
| 44 | WELLS FARGO & COMPANY/MN | 235.9K +89.8K (+61.5%) | 3.30M +1.5M (+84.1%) | 0.19% +0.061 pp | 0.00% +0.000 pp | USD13.31 +5.3% | 27 qtrs — |
| 45 | FIRST TRUST ADVISORS LP | 218.0K +117.7K (+117.4%) | 3.05M +1.8M (+147.8%) | 0.18% +0.087 pp | 0.00% +0.001 pp | USD13.19 +6.2% | 3 qtrs — |
| 46 | SUMMIT FINANCIAL, LLC | 211.0K +903.0 (+0.4%) | 2.96M +374.1K (+14.5%) | 0.17% -0.016 pp | 0.04% +0.004 pp | USD12.24 +14.5% | 3 qtrs — |
| 47 | GRANITESHARES ADVISORS LLC | 194.2K +194.2K (+100.0%) | 2.72M +2.7M (+100.0%) | 0.12% +0.124 pp | 1.65% +1.652 pp | USD14.01 +0.0% | 1 qtrs NEW |
| 48 | RAYMOND JAMES FINANCIAL INC | 190.1K -152.0K (-44.4%) | 2.66M -1.5M (-36.6%) | 0.15% -0.149 pp | 0.00% -0.001 pp | USD12.46 +12.4% | 5 qtrs — |
| 49 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 189.3K +136.5K (+259.0%) | 2.65M +2.0M (+309.2%) | 0.15% +0.106 pp | 0.03% +0.026 pp | USD13.70 +2.3% | 5 qtrs — |
| 50 | GRAHAM CAPITAL MANAGEMENT, L.P. | 188.8K +188.8K (+100.0%) | 2.65M +2.6M (+100.0%) | 0.15% +0.152 pp | 0.06% +0.063 pp | USD14.01 +0.0% | 16 qtrs — |
| 51 | DARK FOREST CAPITAL MANAGEMENT LP | 188.3K +188.3K (+100.0%) | 2.64M +2.6M (+100.0%) | 0.15% +0.152 pp | 0.12% +0.120 pp | USD14.01 +0.0% | 1 qtrs NEW |
| 52 | BANK OF AMERICA CORP /DE/ | 181.3K +114.9K (+173.1%) | 2.54M +1.7M (+211.3%) | 0.15% +0.087 pp | 0.00% +0.000 pp | USD13.40 +4.6% | 27 qtrs — |
| 53 | JPMORGAN CHASE & CO | 167.1K +99.6K (+147.7%) | 2.34M +1.5M (+182.4%) | 0.13% +0.075 pp | 0.00% +0.000 pp | USD13.30 +5.3% | 27 qtrs — |
| 54 | RHUMBLINE ADVISERS | 165.4K -12.2K (-6.9%) | 2.32M +134.8K (+6.2%) | 0.13% -0.024 pp | 0.00% +0.000 pp | USD13.61 +2.9% | 27 qtrs — |
| 55 | ENGINEERS GATE MANAGER LP | 151.4K +112.6K (+290.8%) | 2.12M +1.6M (+345.5%) | 0.12% +0.088 pp | 0.03% +0.020 pp | USD13.76 +1.8% | 6 qtrs — |
| 56 | NAVELLIER & ASSOCIATES INC | 146.4K -1.4K (-0.9%) | 2.05M +235.0K (+12.9%) | 0.09% -0.037 pp | 0.23% +0.046 pp | USD12.91 +8.5% | 4 qtrs — |
| 57 | SQUAREPOINT OPS LLC | 144.9K +144.9K (+100.0%) | 2.03M +2.0M (+100.0%) | 0.12% +0.117 pp | 0.00% +0.002 pp | USD14.01 +0.0% | 7 qtrs — |
| 58 | ALLIANCEBERNSTEIN L.P. | 139.6K +31.9K (+29.6%) | 1.96M +631.8K (+47.7%) | 0.11% +0.017 pp | 0.00% +0.000 pp | USD13.24 +5.8% | 15 qtrs — |
| 59 | JAIN GLOBAL LLC | 136.9K +136.9K (+100.0%) | 1.92M +1.9M (+100.0%) | 0.11% +0.110 pp | 0.01% +0.009 pp | USD14.01 +0.0% | 1 qtrs NEW |
| 60 | NISA INVESTMENT ADVISORS, LLC | 134.3K -6.7K (-4.7%) | 1.88M +124.9K (+7.1%) | 0.11% -0.016 pp | 0.01% -0.001 pp | USD12.56 +11.5% | 27 qtrs — |
| 61 | LEGAL & GENERAL GROUP PLC | 130.0K +7.3K (+5.9%) | 1.82M +313.3K (+20.8%) | 0.10% -0.004 pp | 0.00% +0.000 pp | USD12.89 +8.7% | 27 qtrs — |
| 62 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 126.2K +16.8K (+15.4%) | 1.77M +423.9K (+31.5%) | 0.10% +0.005 pp | 0.00% +0.000 pp | USD13.92 +0.6% | 27 qtrs — |
| 63 | STATE OF WISCONSIN INVESTMENT BOARD | 125.9K +249.0 (+0.2%) | 1.76M +219.5K (+14.2%) | 0.10% -0.010 pp | 0.00% +0.000 pp | USD12.12 +15.6% | 16 qtrs — |
| 64 | BRAMSHILL INVESTMENTS, LLC | 120.3K +1.3K (+1.1%) | 1.69M +223.2K (+15.3%) | 0.10% -0.008 pp | 0.10% -0.005 pp | USD12.27 +14.2% | 3 qtrs — |
| 65 | DEUTSCHE BANK AG\ | 119.3K +8.7K (+7.8%) | 1.67M +311.8K (+22.9%) | 0.10% -0.002 pp | 0.00% +0.000 pp | USD12.83 +9.2% | 27 qtrs — |
| 66 | COMMONWEALTH EQUITY SERVICES, LLC | 115.8K +29.2K (+33.8%) | 1.62M +558.6K (+52.5%) | 0.09% +0.017 pp | 0.00% +0.001 pp | USD12.88 +8.8% | 8 qtrs — |
| 67 | SIMPLEX TRADING, LLC | 115.4K +42.0K (+57.1%) | 1.62M +715.4K (+79.3%) | 0.09% +0.028 pp | 0.00% +0.000 pp | USD12.96 +8.1% | 4 qtrs — |
| 68 | SG AMERICAS SECURITIES, LLC | 109.5K -46.7K (-29.9%) | 1.53M -386.0K (-20.1%) | 0.07% -0.068 pp | 0.00% -0.005 pp | USD12.33 +13.6% | 10 qtrs — |
| 69 | SIMPLIFY ASSET MANAGEMENT INC. | 107.0K +107.0K (+100.0%) | 1.46M +1.5M (+100.0%) | 0.09% +0.086 pp | 0.02% +0.024 pp | USD14.01 +0.0% | 1 qtrs NEW |
| 70 | CAXTON ASSOCIATES LLP | 102.0K +— (+0.0%) | 1.43M +175.5K (+14.0%) | 0.08% -0.008 pp | 0.03% -0.002 pp | USD12.29 +14.0% | 2 qtrs — |
| 71 | GSA CAPITAL PARTNERS LLP | 99.4K +99.4K (+100.0%) | 1.39M +1.4M (+100.0%) | 0.08% +0.080 pp | 0.12% +0.120 pp | USD14.01 +0.0% | 1 qtrs NEW |
| 72 | QUEST PARTNERS LLC | 98.9K -21.0K (-17.5%) | 1.39M -87.6K (-5.9%) | 0.08% -0.026 pp | 0.08% -0.019 pp | USD12.35 +13.4% | 6 qtrs — |
| 73 | ENTROPY TECHNOLOGIES, LP | 98.0K +98.0K (+100.0%) | 1.37M +1.4M (+100.0%) | 0.08% +0.079 pp | 0.07% +0.075 pp | USD14.01 +0.0% | 1 qtrs NEW |
| 74 | — | 92.4K +92.4K (+100.0%) | 1.29M +1.3M (+100.0%) | 0.07% +0.074 pp | 0.05% +0.047 pp | USD14.01 +0.0% | 1 qtrs NEW |
| 75 | FREESTONE GROVE PARTNERS LP | 89.0K -1.3K (-1.5%) | 1.25M +136.6K (+12.3%) | 0.07% -0.008 pp | 0.01% +0.001 pp | USD12.48 +12.3% | 5 qtrs — |
| 76 | PENSERRA CAPITAL MANAGEMENT LLC | 84.7K -4.8K (-5.4%) | 1.19M +86.0K (+7.8%) | 0.07% -0.011 pp | 0.01% +0.001 pp | USD12.56 +11.5% | 11 qtrs — |
| 77 | PRICE T ROWE ASSOCIATES INC /MD/ | 82.8K +13.2K (+18.9%) | 1.16M +304.0K (+35.5%) | 0.07% +0.005 pp | 0.00% +0.000 pp | USD12.99 +7.9% | 27 qtrs — |
| 78 | JANNEY MONTGOMERY SCOTT LLC | 79.1K -5.9K (-6.9%) | 1.11M +63.0K (+6.0%) | 0.06% -0.011 pp | 0.00% +0.000 pp | USD12.40 +13.0% | 5 qtrs — |
| 79 | CAPITAL FUND MANAGEMENT S.A. | 73.9K +73.9K (+100.0%) | 1.04M +1.0M (+100.0%) | 0.06% +0.060 pp | 0.00% +0.003 pp | USD14.01 +0.0% | 1 qtrs NEW |
| 80 | SEACREST WEALTH MANAGEMENT, LLC | 73.8K +73.8K (+100.0%) | 1.03M +1.0M (+100.0%) | 0.05% +0.047 pp | 0.10% +0.104 pp | USD14.01 +0.0% | 1 qtrs NEW |
| 81 | TRUEMARK INVESTMENTS, LLC | 72.2K +72.2K (+100.0%) | 1.01M +1.0M (+100.0%) | 0.05% +0.046 pp | 0.19% +0.193 pp | USD14.01 +0.0% | 1 qtrs NEW |
| 82 | JENNISON ASSOCIATES LLC | 70.5K +70.5K (+100.0%) | 987.5K +987.5K (+100.0%) | 0.05% +0.045 pp | 0.00% +0.001 pp | USD14.01 +0.0% | 1 qtrs NEW |
| 83 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 66.7K +5.3K (+8.6%) | 934.6K +179.7K (+23.8%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD13.58 +3.2% | 27 qtrs — |
| 84 | VERITION FUND MANAGEMENT LLC | 64.4K +— (+0.0%) | 902.7K +110.8K (+14.0%) | 0.05% -0.005 pp | 0.00% +0.000 pp | USD12.30 +13.9% | 5 qtrs — |
| 85 | FJ CAPITAL MANAGEMENT LLC | 63.1K +63.1K (+100.0%) | 883.8K +883.8K (+100.0%) | 0.05% +0.051 pp | 0.10% +0.098 pp | USD14.01 +0.0% | 1 qtrs NEW |
| 86 | QUANTBOT TECHNOLOGIES LP | 62.6K +62.6K (+100.0%) | 876.8K +876.8K (+100.0%) | 0.05% +0.050 pp | 0.03% +0.029 pp | USD14.01 +0.0% | 1 qtrs NEW |
| 87 | ROYAL BANK OF CANADA | 62.3K -2.3M (-97.4%) | 872.0K -28.3M (-97.0%) | 0.05% -2.049 pp | 0.00% -0.005 pp | USD12.24 +14.5% | 27 qtrs — |
| 88 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 62.2K +44.5K (+252.7%) | 871.0K +654.0K (+301.4%) | 0.05% +0.035 pp | 0.20% +0.161 pp | USD13.52 +3.6% | 2 qtrs — |
| 89 | THRIVENT FINANCIAL FOR LUTHERANS | 62.8K +35.1K (+127.2%) | 868.0K +528.0K (+155.3%) | 0.04% +0.016 pp | 0.00% +0.001 pp | USD13.22 +6.0% | 3 qtrs — |
| 90 | WCG WEALTH ADVISORS LLC | 61.9K +24.8K (+67.0%) | 867.2K +411.8K (+90.4%) | 0.05% +0.017 pp | 0.02% -0.004 pp | USD12.95 +8.2% | 3 qtrs — |
| 91 | CETERA INVESTMENT ADVISERS | 60.1K +12.5K (+26.2%) | 842.2K +256.6K (+43.8%) | 0.05% +0.006 pp | 0.00% +0.000 pp | USD12.84 +9.1% | 4 qtrs — |
| 92 | GOTHAM ASSET MANAGEMENT, LLC | 60.0K +— (+0.0%) | 840.6K +103.2K (+14.0%) | 0.05% -0.005 pp | 0.00% 0.000 pp | USD12.89 +8.7% | 4 qtrs — |
| 93 | CAPTRUST FINANCIAL ADVISORS | 56.8K +21.2K (+59.7%) | 795.7K +358.7K (+82.1%) | 0.05% +0.014 pp | 0.00% +0.001 pp | USD12.93 +8.4% | 2 qtrs — |
| 94 | INTECH INVESTMENT MANAGEMENT LLC | 54.9K +8.6K (+18.5%) | 769.6K +199.7K (+35.0%) | 0.04% +0.003 pp | 0.01% +0.002 pp | USD12.93 +8.4% | 6 qtrs — |
| 95 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 54.6K +8.3K (+18.0%) | 765.0K +196.0K (+34.4%) | 0.04% +0.003 pp | 0.00% +0.001 pp | USD12.75 +9.9% | 26 qtrs — |
| 96 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 51.2K +9.7K (+23.3%) | 720.4K +202.7K (+39.2%) | 0.04% +0.005 pp | 0.00% +0.000 pp | USD12.79 +9.5% | 7 qtrs — |
| 97 | JANUS HENDERSON GROUP PLC | 50.4K +— (+0.0%) | 706.5K +86.7K (+14.0%) | 0.04% -0.004 pp | 0.00% +0.000 pp | USD12.41 +12.9% | 12 qtrs — |
| 98 | LIDO ADVISORS, LLC | 53.7K +421.0 (+0.8%) | 670.3K +5.9K (+0.9%) | 0.04% -0.004 pp | 0.00% 0.000 pp | USD12.53 +11.8% | 9 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-25 | Connelly Terrence John JR | Officer | — | — | Common Stock | 0 | 0.00 | — | 56,195 | D | ↗ |
| 2026-05-22 | Gray Andrew I. | Director | A-Award | A | Common Stock | 11,400 | 0.00 | — | 33,131 | D | ↗ |
| 2026-05-22 | Crawford Alexander I. | Director | A-Award | A | Common Stock | 11,400 | 0.00 | — | 33,131 | D | ↗ |
| 2026-05-22 | Coronado Julia Lynn | Director | A-Award | A | Common Stock | 11,400 | 0.00 | — | 57,070 | D | ↗ |
| 2026-05-22 | Chandoha Marie A | Director | A-Award | A | Common Stock | 11,400 | 0.00 | — | 31,826 | D | ↗ |
| 2026-03-04 | Sartori Michael Andrew | Officer | A-Award | A | Common Stock | 25,054 | 0.00 | — | 35,579 | D | ↗ |
| 2026-03-04 | Popenoe Smriti Laxman | Director / Officer | A-Award | A | Common Stock | 136,006 | 0.00 | — | 548,626 | D | ↗ |
| 2026-03-04 | Childress Jeffrey L | Officer | A-Award | A | Common Stock | 18,275 | 0.00 | — | 37,554 | D | ↗ |
| 2026-03-04 | BOSTON BYRON L | Director / Officer | A-Award | A | Common Stock | 136,006 | 0.00 | — | 899,234 | D | ↗ |
| 2026-02-28 | Sartori Michael Andrew | Officer | F-InKind | D | Common Stock | 1,593 | 14.03 | 22.3K | 10,525 | D | ↗ |
| 2026-02-28 | Popenoe Smriti Laxman | Director / Officer | A-Award | A | Common Stock | 66,287 | 0.00 | — | 473,625 | D | ↗ |
| 2026-02-28 | Childress Jeffrey L | Officer | F-InKind | D | Common Stock | 769 | 14.03 | 10.8K | 19,716 | D | ↗ |
| 2026-02-28 | BOSTON BYRON L | Director / Officer | F-InKind | D | Common Stock | 29,002 | 14.03 | 406.9K | 763,228 | D | ↗ |
| 2026-02-27 | Popenoe Smriti Laxman | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 12.19 | 24.4K | 550,626 | D | ↗ |
| 2026-02-26 | Sartori Michael Andrew | Officer | — | — | Series C Preferred Stock | 0 | 0.00 | — | 1,714 | D | ↗ |
| 2025-09-26 | Popenoe Smriti Laxman | Director / Officer | P-Purchase | A | Common Stock | 60 | 12.12 | 727.20 | 407,338 | D | ↗ |
| 2025-09-26 | COLLIGAN ROBERT S | Officer | P-Purchase | A | Common Stock | 4,200 | 12.12 | 50.9K | 120,857 | D | ↗ |
| 2025-09-08 | Popenoe Smriti Laxman | Director / Officer | F-InKind | D | Common Stock | 18,954 | 12.93 | 245.1K | 403,078 | D | ↗ |
| 2025-09-08 | BOSTON BYRON L | Director / Officer | F-InKind | D | Common Stock | 15,206 | 12.93 | 196.6K | 739,720 | D | ↗ |
| 2025-05-28 | Popenoe Smriti Laxman | Director / Officer | A-Award | A | Common Stock | 18,479 | 0.00 | — | 422,032 | D | ↗ |
| 2025-05-28 | Childress Jeffrey L | Officer | A-Award | A | Common Stock | 3,734 | 0.00 | — | 20,485 | D | ↗ |
| 2025-05-28 | COLLIGAN ROBERT S | Officer | A-Award | A | Common Stock | 45,596 | 0.00 | — | 116,657 | D | ↗ |
| 2025-05-28 | BOSTON BYRON L | Director / Officer | A-Award | A | Common Stock | 18,479 | 0.00 | — | 754,926 | D | ↗ |
| 2025-05-23 | Palmer Joy D | Director | A-Award | A | Common Stock | 5,522 | 0.00 | — | 45,670 | D | ↗ |
| 2025-05-23 | Gray Andrew I. | Director | A-Award | A | Common Stock | 1,665 | 0.00 | — | 21,731 | D | ↗ |
| 2025-05-23 | Crawford Alexander I. | Director | A-Award | A | Common Stock | 1,665 | 0.00 | — | 21,731 | D | ↗ |
| 2025-05-23 | Coronado Julia Lynn | Director | A-Award | A | Common Stock | 5,522 | 0.00 | — | 45,670 | D | ↗ |
| 2025-05-23 | Chandoha Marie A | Director | A-Award | A | Common Stock | 9,877 | 0.00 | — | 20,426 | D | ↗ |
| 2025-03-10 | Popenoe Smriti Laxman | Director / Officer | F-InKind | D | Common Stock | 10,519 | 14.26 | 150.0K | 403,553 | D | ↗ |
| 2025-03-10 | COLLIGAN ROBERT S | Officer | F-InKind | D | Common Stock | 4,966 | 14.26 | 70.8K | 71,061 | D | ↗ |
| 2025-03-10 | BOSTON BYRON L | Director / Officer | F-InKind | D | Common Stock | 13,199 | 14.26 | 188.2K | 736,447 | D | ↗ |
| 2025-03-08 | Childress Jeffrey L | Officer | F-InKind | D | Common Stock | 374 | 14.37 | 5.4K | 16,751 | D | ↗ |
| 2025-02-28 | Popenoe Smriti Laxman | Director / Officer | F-InKind | D | Common Stock | 5,836 | 14.07 | 82.1K | 414,072 | D | ↗ |
| 2025-02-28 | Childress Jeffrey L | Officer | F-InKind | D | Common Stock | 395 | 14.07 | 5.6K | 17,125 | D | ↗ |
| 2025-02-28 | COLLIGAN ROBERT S | Officer | F-InKind | D | Common Stock | 2,655 | 14.07 | 37.4K | 76,027 | D | ↗ |
| 2025-02-28 | BOSTON BYRON L | Director / Officer | F-InKind | D | Common Stock | 6,210 | 14.07 | 87.4K | 749,646 | D | ↗ |
| 2025-02-25 | Popenoe Smriti Laxman | Director / Officer | A-Award | A | Common Stock | 37,917 | 0.00 | — | 432,535 | D | ↗ |
| 2025-02-25 | BOSTON BYRON L | Director / Officer | A-Award | A | Common Stock | 49,524 | 0.00 | — | 767,916 | D | ↗ |
| 2025-02-23 | Popenoe Smriti Laxman | Director / Officer | F-InKind | D | Common Stock | 3,359 | 14.06 | 47.2K | 394,618 | D | ↗ |
| 2025-02-23 | Childress Jeffrey L | Officer | F-InKind | D | Common Stock | 358 | 14.06 | 5.0K | 17,520 | D | ↗ |
| 2025-02-23 | BOSTON BYRON L | Director / Officer | F-InKind | D | Common Stock | 3,709 | 14.06 | 52.1K | 718,392 | D | ↗ |
| 2025-02-21 | Popenoe Smriti Laxman | Director / Officer | A-Award | A | Common Stock | 76,435 | 0.00 | — | 397,977 | D | ↗ |
| 2025-02-21 | BOSTON BYRON L | Director / Officer | A-Award | A | Common Stock | 76,435 | 0.00 | — | 722,101 | D | ↗ |
| 2024-12-31 | Childress Jeffrey L | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-09-08 | Popenoe Smriti Laxman | Director / Officer | F-InKind | D | Common Stock | 18,665 | 12.47 | 232.8K | 321,542 | — | ↗ |
| 2024-09-08 | BOSTON BYRON L | Director / Officer | F-InKind | D | Common Stock | 15,207 | 12.47 | 189.6K | 645,666 | — | ↗ |
| 2024-06-01 | Chandoha Marie A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-17 | Palmer Joy D | Director | A-Award | A | Common Stock | 9,517 | 0.00 | — | 29,599 | — | ↗ |
| 2024-05-17 | Gray Andrew I. | Director | A-Award | A | Restricted Stock | 9,517 | 0.00 | — | 9,517 | — | ↗ |
| 2024-05-17 | Crawford Alexander I. | Director | A-Award | A | Restricted Stock | 9,517 | 0.00 | — | 9,517 | — | ↗ |
| 2024-05-17 | Coronado Julia Lynn | Director | A-Award | A | Common Stock | 9,517 | 0.00 | — | 29,599 | — | ↗ |
| 2024-03-12 | Salcetti Robert A | Director | J-Other | A | Common Stock | 9,472 | 0.00 | — | 66,072 | — | ↗ |
| 2024-03-12 | Hughes Michael R | Director | J-Other | A | Common Stock | 9,472 | 0.00 | — | 74,756 | — | ↗ |
| 2024-03-10 | Popenoe Smriti Laxman | Director / Officer | F-InKind | D | Common Stock | 4,024 | 12.50 | 50.3K | 340,207 | — | ↗ |
| 2024-03-10 | Childress Jeffrey L | Officer | F-InKind | D | Common Stock | 395 | 12.50 | 4.9K | 14,678 | — | ↗ |
| 2024-03-10 | COLLIGAN ROBERT S | Officer | F-InKind | D | Common Stock | 2,718 | 0.00 | — | 78,682 | — | ↗ |
| 2024-03-10 | BOSTON BYRON L | Director / Officer | F-InKind | D | Common Stock | 3,843 | 12.50 | 48.0K | 660,873 | — | ↗ |
| 2024-03-08 | Popenoe Smriti Laxman | Director / Officer | F-InKind | D | Common Stock | 5,662 | 12.50 | 70.8K | 272,100 | — | ↗ |
| 2024-03-08 | COLLIGAN ROBERT S | Officer | A-Award | A | Common Stock | 40,984 | 0.00 | — | 81,400 | — | ↗ |
| 2024-03-08 | BOSTON BYRON L | Director / Officer | A-Award | A | Common Stock | 101,640 | 0.00 | — | 664,716 | — | ↗ |
| 2024-03-06 | Gray Andrew I. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-03-06 | Crawford Alexander I. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-02-28 | Popenoe Smriti Laxman | Director / Officer | F-InKind | D | Common Stock | 1,925 | 12.15 | 23.4K | 260,760 | — | ↗ |
| 2024-02-28 | Childress Jeffrey L | Officer | F-InKind | D | Common Stock | 158 | 12.15 | 1.9K | 15,073 | — | ↗ |
| 2024-02-28 | BOSTON BYRON L | Director / Officer | F-InKind | D | Common Stock | 2,099 | 12.15 | 25.5K | 543,902 | — | ↗ |
| 2024-02-23 | Popenoe Smriti Laxman | Officer | F-InKind | D | Common Stock | 3,408 | 12.22 | 41.6K | 262,685 | — | ↗ |
| 2024-02-23 | Childress Jeffrey L | Officer | F-InKind | D | Common Stock | 358 | 12.22 | 4.4K | 15,231 | — | ↗ |
| 2024-02-23 | BOSTON BYRON L | Director / Officer | F-InKind | D | Common Stock | 3,701 | 12.22 | 45.2K | 546,001 | — | ↗ |
| 2023-09-08 | Popenoe Smriti Laxman | Officer | A-Award | A | Common Stock | 117,097 | 0.00 | — | 266,093 | — | ↗ |
| 2023-09-08 | BOSTON BYRON L | Director / Officer | A-Award | A | Common Stock | 117,097 | 0.00 | — | 549,702 | — | ↗ |
| 2023-05-19 | Stevens David H. | Director | A-Award | A | Common Stock | 9,217 | 0.00 | — | 30,276 | — | ↗ |
| 2023-05-19 | Salcetti Robert A | Director | A-Award | A | Common Stock | 9,217 | 0.00 | — | 56,600 | — | ↗ |
| 2023-05-19 | Palmer Joy D | Director | A-Award | A | Common Stock | 9,217 | 0.00 | — | 20,082 | — | ↗ |
| 2023-05-19 | Hughes Michael R | Director | A-Award | A | Common Stock | 9,217 | 0.00 | — | 65,284 | — | ↗ |
| 2023-05-19 | Coronado Julia Lynn | Director | A-Award | A | Common Stock | 9,217 | 0.00 | — | 20,082 | — | ↗ |
| 2023-05-14 | Popenoe Smriti Laxman | Officer | F-InKind | D | Common Stock | 5,811 | 11.04 | 64.2K | 148,996 | — | ↗ |
| 2023-05-14 | BOSTON BYRON L | Director / Officer | F-InKind | D | Common Stock | 9,469 | 11.04 | 104.5K | 432,605 | — | ↗ |
| 2023-03-14 | COLLIGAN ROBERT S | Officer | P-Purchase | A | Common Stock | 8,000 | 12.16 | 97.3K | 40,416 | — | ↗ |
| 2023-03-10 | Popenoe Smriti Laxman | Officer | A-Award | A | Common Stock | 36,613 | 0.00 | — | 154,807 | — | ↗ |
| 2023-03-10 | Childress Jeffrey L | Officer | A-Award | A | Common Stock | 3,341 | 0.00 | — | 15,589 | — | ↗ |
| 2023-03-10 | COLLIGAN ROBERT S | Officer | A-Award | A | Common Stock | 22,416 | 0.00 | — | 32,416 | — | ↗ |
| 2023-03-10 | BOSTON BYRON L | Director / Officer | A-Award | A | Common Stock | 47,821 | 0.00 | — | 442,074 | — | ↗ |
| 2023-02-28 | Popenoe Smriti Laxman | Officer | F-InKind | D | Common Stock | 3,081 | 13.23 | 40.8K | 118,194 | — | ↗ |
| 2023-02-28 | Childress Jeffrey L | Officer | F-InKind | D | Common Stock | 158 | 13.23 | 2.1K | 12,248 | — | ↗ |
| 2023-02-28 | BOSTON BYRON L | Director / Officer | F-InKind | D | Common Stock | 4,888 | 13.23 | 64.7K | 394,253 | — | ↗ |
| 2023-02-23 | Popenoe Smriti Laxman | Officer | F-InKind | D | Common Stock | 3,251 | 13.69 | 44.5K | 121,275 | — | ↗ |
| 2023-02-23 | Childress Jeffrey L | Officer | F-InKind | D | Common Stock | 358 | 13.69 | 4.9K | 12,406 | — | ↗ |
| 2023-02-23 | BOSTON BYRON L | Director / Officer | F-InKind | D | Common Stock | 3,493 | 13.69 | 47.8K | 399,141 | — | ↗ |
| 2022-10-26 | BOSTON BYRON L | Officer | P-Purchase | A | Common Stock | 2,500 | 11.61 | 29.0K | 402,634 | — | ↗ |
| 2022-10-25 | BOSTON BYRON L | Officer | P-Purchase | A | Common Stock | 12,000 | 10.92 | 131.0K | 400,134 | — | ↗ |
| 2022-09-01 | Popenoe Smriti Laxman | Officer | P-Purchase | A | Common Stock | 2,000 | 15.50 | 31.0K | 124,526 | — | ↗ |
| 2022-08-23 | COLLIGAN ROBERT S | Officer | P-Purchase | A | Common Stock | 10,000 | 15.84 | 158.4K | 10,000 | — | ↗ |
| 2022-08-22 | BOSTON BYRON L | Officer | P-Purchase | A | Common Stock | 1,928 | 15.54 | 30.0K | 3,095 | — | ↗ |
| 2022-08-06 | COLLIGAN ROBERT S | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-06-13 | BOSTON BYRON L | Officer | P-Purchase | A | Common Stock | 6,562 | 15.25 | 100.1K | 388,134 | — | ↗ |
| 2022-05-26 | Popenoe Smriti Laxman | Officer | F-InKind | D | Common Stock | 2,737 | 16.35 | 44.7K | 122,526 | — | ↗ |
| 2022-05-26 | BOSTON BYRON L | Officer | F-InKind | D | Common Stock | 3,291 | 16.35 | 53.8K | 381,572 | — | ↗ |
| 2022-05-26 | BENEDETTI STEPHEN J | Officer | F-InKind | D | Common Stock | 1,886 | 16.35 | 30.8K | 173,029 | — | ↗ |
| 2022-05-17 | BOSTON BYRON L | Officer | P-Purchase | A | Common Stock | 1,167 | 16.27 | 19.0K | 1,167 | — | ↗ |
| 2022-05-14 | Popenoe Smriti Laxman | Officer | F-InKind | D | Common Stock | 6,179 | 16.12 | 99.6K | 125,263 | — | ↗ |
| 2022-05-14 | BENEDETTI STEPHEN J | Officer | F-InKind | D | Common Stock | 5,735 | 16.12 | 92.4K | 174,915 | — | ↗ |
| 2022-05-13 | Stevens David H. | Director | A-Award | A | Common Stock | 6,204 | 0.00 | — | 21,059 | — | ↗ |
| 2022-05-13 | Salcetti Robert A | Director | A-Award | A | Common Stock | 6,204 | 0.00 | — | 47,383 | — | ↗ |
| 2022-05-13 | Palmer Joy D | Director | A-Award | A | Common Stock | 6,204 | 0.00 | — | 10,865 | — | ↗ |
| 2022-05-13 | Hughes Michael R | Director | A-Award | A | Common Stock | 6,204 | 0.00 | — | 56,067 | — | ↗ |
| 2022-05-13 | Coronado Julia Lynn | Director | A-Award | A | Common Stock | 6,204 | 0.00 | — | 10,865 | — | ↗ |
| 2022-05-13 | BOSTON BYRON L | Officer | P-Purchase | A | Common Stock | 2,000 | 16.00 | 32.0K | 394,951 | — | ↗ |
| 2022-03-01 | Childress Jeffrey L | Officer | F-InKind | D | Common Stock | 153 | 15.22 | 2.3K | 12,764 | — | ↗ |
| 2022-02-28 | Popenoe Smriti Laxman | Officer | F-InKind | D | Common Stock | 3,208 | 15.37 | 49.3K | 131,442 | — | ↗ |
| 2022-02-28 | Childress Jeffrey L | Officer | F-InKind | D | Common Stock | 113 | 15.37 | 1.7K | 12,917 | — | ↗ |
| 2022-02-28 | BOSTON BYRON L | Director / Officer | F-InKind | D | Common Stock | 8,432 | 15.37 | 129.6K | 380,351 | — | ↗ |
| 2022-02-24 | Childress Jeffrey L | Officer | P-Purchase | A | Series C Preferred Stock | 100 | 24.75 | 2.5K | 1,750 | — | ↗ |
| 2022-02-23 | Popenoe Smriti Laxman | Officer | A-Award | A | Common Stock | 3,166 | 0.00 | — | 134,650 | — | ↗ |
| 2022-02-23 | Childress Jeffrey L | Officer | A-Award | A | Common Stock | 3,033 | 0.00 | — | 13,030 | — | ↗ |
| 2022-02-23 | BOSTON BYRON L | Officer | A-Award | A | Common Stock | 10,190 | 0.00 | — | 388,783 | — | ↗ |
| 2022-02-23 | BENEDETTI STEPHEN J | Officer | A-Award | A | Common Stock | 3,166 | 0.00 | — | 180,650 | — | ↗ |
| 2022-02-04 | BOSTON BYRON L | Director / Officer | P-Purchase | A | Common Stock | 12,600 | 15.98 | 201.3K | 358,177 | — | ↗ |
| 2021-12-31 | BOSTON BYRON L | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-05-26 | Popenoe Smriti Laxman | Officer | A-Award | A | Common Stock | 17,002 | 0.00 | — | 106,206 | — | ↗ |
| 2021-05-26 | BOSTON BYRON L | Director / Officer | A-Award | A | Common Stock | 25,345 | 0.00 | — | 345,577 | — | ↗ |
| 2021-05-26 | BENEDETTI STEPHEN J | Officer | A-Award | A | Common Stock | 12,672 | 0.00 | — | 161,110 | — | ↗ |
| 2021-05-14 | Stevens David H. | Director | A-Award | A | Common Stock | 4,661 | 0.00 | — | 14,855 | — | ↗ |
| 2021-05-14 | Salcetti Robert A | Director | A-Award | A | Common Stock | 4,661 | 0.00 | — | 41,179 | — | ↗ |
| 2021-05-14 | Popenoe Smriti Laxman | Officer | F-InKind | D | Common Stock | 6,183 | 19.31 | 119.4K | 89,204 | — | ↗ |
| 2021-05-14 | Palmer Joy D | Director | A-Award | A | Common Stock | 4,661 | 0.00 | — | 4,661 | — | ↗ |
| 2021-05-14 | Hughes Michael R | Director | A-Award | A | Common Stock | 4,661 | 0.00 | — | 49,863 | — | ↗ |
| 2021-05-14 | Coronado Julia Lynn | Director | A-Award | A | Common Stock | 4,661 | 0.00 | — | 4,661 | — | ↗ |
| 2021-05-14 | BOSTON BYRON L | Director / Officer | F-InKind | D | Common Stock | 10,094 | 19.31 | 194.9K | 320,232 | — | ↗ |
| 2021-05-14 | BENEDETTI STEPHEN J | Officer | F-InKind | D | Common Stock | 5,739 | 19.31 | 110.8K | 148,438 | — | ↗ |
| 2021-03-08 | Popenoe Smriti Laxman | Officer | P-Purchase | A | Common Stock | 1,089 | 18.35 | 20.0K | 95,387 | — | ↗ |
| 2021-03-08 | BOSTON BYRON L | Director / Officer | P-Purchase | A | Common Stock | 1,635 | 18.35 | 30.0K | 330,326 | — | ↗ |
| 2021-03-01 | Popenoe Smriti Laxman | Officer | F-InKind | D | Common Stock | 3,208 | 19.03 | 61.0K | 94,298 | — | ↗ |
| 2021-03-01 | Childress Jeffrey L | Officer | F-InKind | D | Common Stock | 93 | 19.03 | 1.8K | 9,998 | — | ↗ |
| 2021-03-01 | BOSTON BYRON L | Director / Officer | F-InKind | D | Common Stock | 8,432 | 19.03 | 160.5K | 328,691 | — | ↗ |
| 2021-03-01 | BENEDETTI STEPHEN J | Officer | F-InKind | D | Common Stock | 2,978 | 19.03 | 56.7K | 154,177 | — | ↗ |
| 2021-02-15 | Salcetti Robert A | Director | J-Other | D | Series B Preferred Stock | 2,742 | 25.15 | 69.0K | 0 | — | ↗ |
| 2021-02-15 | Popenoe Smriti Laxman | Officer | F-InKind | D | Common Stock | 1,234 | 18.58 | 22.9K | 97,506 | — | ↗ |
| 2021-02-15 | Childress Jeffrey L | Officer | J-Other | D | Series B Preferred Stock | 170 | 25.15 | 4.3K | 0 | — | ↗ |
| 2021-02-15 | BOSTON BYRON L | Director / Officer | F-InKind | D | Common Stock | 2,421 | 18.58 | 45.0K | 337,123 | — | ↗ |
| 2021-02-15 | BENEDETTI STEPHEN J | Officer | F-InKind | D | Common Stock | 1,118 | 18.58 | 20.8K | 157,155 | — | ↗ |
| 2021-02-02 | Popenoe Smriti Laxman | Officer | P-Purchase | A | Common Stock | 1,120 | 17.85 | 20.0K | 98,740 | — | ↗ |
| 2021-02-02 | BOSTON BYRON L | Director / Officer | P-Purchase | A | Common Stock | 5,602 | 17.85 | 100.0K | 339,544 | — | ↗ |
| 2021-02-02 | BENEDETTI STEPHEN J | Officer | P-Purchase | A | Common Stock | 2,801 | 17.85 | 50.0K | 158,273 | — | ↗ |
| 2020-12-31 | Childress Jeffrey L | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-11-10 | Childress Jeffrey L | Officer | S-Sale | D | Common Stock | 2,000 | 17.84 | 35.7K | 8,886 | — | ↗ |
| 2020-10-27 | Palmer Joy D | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-10-27 | Coronado Julia Lynn | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-09-18 | Childress Jeffrey L | Officer | A-Award | A | Common Stock | 307 | 0.00 | — | 10,886 | — | ↗ |
| 2020-06-12 | Stevens David H. | Director | A-Award | A | Common Stock | 5,682 | 0.00 | — | 10,194 | — | ↗ |
| 2020-06-12 | Salcetti Robert A | Director | A-Award | A | Common Stock | 5,682 | 0.00 | — | 36,518 | — | ↗ |
| 2020-06-12 | Mosley Valerie | Director | A-Award | A | Common Stock | 5,682 | 0.00 | — | 22,481 | — | ↗ |
| 2020-06-12 | IGDALOFF BARRY | Director | A-Award | A | Common Stock | 5,682 | 0.00 | — | 173,331 | — | ↗ |
| 2020-06-12 | Hughes Michael R | Director | A-Award | A | Common Stock | 5,682 | 0.00 | — | 45,202 | — | ↗ |
| 2020-06-04 | IGDALOFF BARRY | Director | G-Gift | D | Common Stock | 6,513 | 0.00 | — | 167,649 | — | ↗ |
| 2020-05-14 | Popenoe Smriti Laxman | Officer | A-Award | A | Common Stock | 36,093 | 0.00 | — | 97,620 | — | ↗ |
| 2020-05-14 | BOSTON BYRON L | Director / Officer | A-Award | A | Common Stock | 72,186 | 0.00 | — | 333,942 | — | ↗ |
| 2020-05-14 | BENEDETTI STEPHEN J | Officer | A-Award | A | Common Stock | 36,093 | 0.00 | — | 155,472 | — | ↗ |
| 2020-03-19 | Salcetti Robert A | Director | P-Purchase | A | Series B Preferred Stock | 232 | 13.00 | 3.0K | 2,742 | — | ↗ |
| 2020-03-18 | Salcetti Robert A | Director | P-Purchase | A | Series B Preferred Stock | 2,510 | 12.65 | 31.8K | 2,510 | — | ↗ |
| 2020-03-18 | Popenoe Smriti Laxman | Officer | P-Purchase | A | Common Stock | 2,780 | 9.74 | 27.1K | 4,780 | — | ↗ |
| 2020-03-18 | Childress Jeffrey L | Officer | P-Purchase | A | Common Stock | 2,000 | 8.15 | 16.3K | 10,579 | — | ↗ |
| 2020-03-18 | BOSTON BYRON L | Director / Officer | P-Purchase | A | Common Stock | 6,000 | 7.94 | 47.6K | 261,756 | — | ↗ |
| 2020-03-18 | BENEDETTI STEPHEN J | Officer | P-Purchase | A | Common Stock | 4,500 | 8.51 | 38.3K | 119,379 | — | ↗ |
| 2020-03-17 | Popenoe Smriti Laxman | Officer | P-Purchase | A | Common Stock | 2,000 | 11.47 | 22.9K | 60,713 | — | ↗ |
| 2020-03-17 | IGDALOFF BARRY | Director | P-Purchase | A | Common Stock | 64,399 | 11.64 | 749.4K | 174,162 | — | ↗ |
| 2020-03-17 | Childress Jeffrey L | Officer | P-Purchase | A | Series C Preferred Stock | 1,650 | 16.93 | 27.9K | 1,650 | — | ↗ |
| 2020-03-17 | BOSTON BYRON L | Director / Officer | P-Purchase | A | Common Stock | 3,000 | 11.36 | 34.1K | 255,756 | — | ↗ |
| 2020-03-17 | BENEDETTI STEPHEN J | Officer | P-Purchase | A | Common Stock | 4,000 | 11.35 | 45.4K | 114,879 | — | ↗ |
| 2020-03-16 | Stevens David H. | Director | P-Purchase | A | Common Stock | 410 | 11.91 | 4.9K | 4,512 | — | ↗ |
| 2020-03-16 | Popenoe Smriti Laxman | Officer | P-Purchase | A | Common Stock | 2,000 | 12.60 | 25.2K | 2,000 | — | ↗ |
| 2020-03-16 | Hughes Michael R | Director | P-Purchase | A | Series C Preferred Stock | 700 | 17.40 | 12.2K | 700 | — | ↗ |
| 2020-03-16 | BOSTON BYRON L | Director / Officer | P-Purchase | A | Common Stock | 4,000 | 12.26 | 49.1K | 252,756 | — | ↗ |
| 2020-02-28 | Popenoe Smriti Laxman | Officer | A-Award | A | Common Stock | 10,910 | 0.00 | — | 58,713 | — | ↗ |
| 2020-02-28 | Childress Jeffrey L | Officer | F-InKind | D | Common Stock | 113 | 17.10 | 1.9K | 8,579 | — | ↗ |
| 2020-02-28 | BOSTON BYRON L | Director / Officer | A-Award | A | Common Stock | 35,116 | 0.00 | — | 248,756 | — | ↗ |
| 2020-02-28 | BENEDETTI STEPHEN J | Officer | A-Award | A | Common Stock | 10,910 | 0.00 | — | 110,879 | — | ↗ |
| 2020-02-18 | Childress Jeffrey L | Officer | F-InKind | D | Common Stock | 127 | 19.64 | 2.5K | 8,692 | — | ↗ |
| 2020-02-18 | BOSTON BYRON L | Director / Officer | F-InKind | D | Common Stock | 2,387 | 19.64 | 46.9K | 217,162 | — | ↗ |
| 2020-02-18 | BENEDETTI STEPHEN J | Officer | F-InKind | D | Common Stock | 1,070 | 19.64 | 21.0K | 100,754 | — | ↗ |
| 2020-02-15 | Childress Jeffrey L | Officer | F-InKind | D | Common Stock | 102 | 19.19 | 2.0K | 8,819 | — | ↗ |
| 2020-02-15 | BOSTON BYRON L | Director / Officer | F-InKind | D | Common Stock | 1,620 | 19.19 | 31.1K | 219,549 | — | ↗ |
| 2020-02-15 | BENEDETTI STEPHEN J | Officer | F-InKind | D | Common Stock | 619 | 19.19 | 11.9K | 101,824 | — | ↗ |
| 2019-08-19 | BOSTON BYRON L | Director / Officer | I-Discretionary | A | Common Stock | 989 | 15.15 | 15.0K | 5,205 | — | ↗ |
| 2019-08-16 | BOSTON BYRON L | Director / Officer | I-Discretionary | A | Common Stock | 1,004 | 15.00 | 15.1K | 4,216 | — | ↗ |
| 2019-08-15 | Popenoe Smriti Laxman | Officer | P-Purchase | A | Common Stock | 1,400 | 14.69 | 20.6K | 47,803 | — | ↗ |
| 2019-08-15 | BENEDETTI STEPHEN J | Officer | P-Purchase | A | Common Stock | 700 | 14.67 | 10.3K | 101,800 | — | ↗ |
| 2019-08-07 | BOSTON BYRON L | Director / Officer | I-Discretionary | A | Common Stock | 3,215 | 15.55 | 50.0K | 3,215 | — | ↗ |
| 2019-05-17 | Stevens David H. | Director | A-Award | A | Common Stock | 10,310 | 0.00 | — | 12,310 | — | ↗ |
| 2019-05-17 | Salcetti Robert A | Director | A-Award | A | Common Stock | 10,310 | 0.00 | — | 92,510 | — | ↗ |
| 2019-05-17 | Mosley Valerie | Director | A-Award | A | Common Stock | 10,310 | 0.00 | — | 50,400 | — | ↗ |
| 2019-05-17 | IGDALOFF BARRY | Director | A-Award | A | Common Stock | 10,310 | 0.00 | — | 329,296 | — | ↗ |
| 2019-05-17 | Hughes Michael R | Director | A-Award | A | Common Stock | 10,310 | 0.00 | — | 118,562 | — | ↗ |
| 2019-02-28 | Popenoe Smriti Laxman | Officer | A-Award | A | Common Stock | 23,474 | 0.00 | — | 139,210 | — | ↗ |
| 2019-02-28 | Childress Jeffrey L | Officer | A-Award | A | Common Stock | 2,880 | 0.00 | — | 26,765 | — | ↗ |
| 2019-02-28 | BOSTON BYRON L | Director / Officer | A-Award | A | Common Stock | 75,558 | 0.00 | — | 663,508 | — | ↗ |
| 2019-02-28 | BENEDETTI STEPHEN J | Officer | A-Award | A | Common Stock | 23,474 | 0.00 | — | 293,402 | — | ↗ |
| 2019-02-15 | Popenoe Smriti Laxman | Officer | F-InKind | D | Common Stock | 8,796 | 6.07 | 53.4K | 115,736 | — | ↗ |
| 2019-02-15 | Childress Jeffrey L | Officer | F-InKind | D | Common Stock | 936 | 6.07 | 5.7K | 23,885 | — | ↗ |
| 2019-02-15 | BOSTON BYRON L | Director / Officer | F-InKind | D | Common Stock | 23,595 | 6.07 | 143.2K | 587,950 | — | ↗ |
| 2019-02-15 | BENEDETTI STEPHEN J | Officer | F-InKind | D | Common Stock | 7,459 | 6.07 | 45.3K | 269,928 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2014 | Byron L. Boston Chief Executive Officer, President and Co-Chief Investment Officer | 675.0K | — | 693.0K | — | 1.35M | 335.1K | 3.05M | 22.70% | ↗ |
| 2 | 2014 | Thomas B. Akin Executive Chairperson | 500.0K | 500.0K | 460.0K | — | — | 203.5K | 1.66M | 27.65% | ↗ |
| 3 | 2014 | Smriti L. Popenoe Executive Vice President and Co-Chief Investment Officer | 408.0K | — | 300.0K | — | 692.0K | 29.7K | 1.43M | 20.98% | ↗ |
| 4 | 2014 | Stephen J. Benedetti Executive Vice President, Chief Financial Officer and Chief Operating Officer | 375.0K | — | 268.0K | — | 562.5K | 100.0K | 1.31M | 20.53% | ↗ |
| 5 | 2013 | Byron L. Boston President and Chief Investment Officer | 600.0K | — | 313.8K | — | 630.0K | 282.3K | 1.83M | 17.18% | ↗ |
| 6 | 2013 | Byron L. Boston Chief Executive Officer, President and Co-Chief Investment Officer | 600.0K | — | 313.8K | — | 630.0K | 282.3K | 1.83M | 17.18% | ↗ |
| 7 | 2013 | Thomas B. Akin Chairman and Chief Executive Officer | 600.0K | — | 263.8K | — | 630.0K | 164.9K | 1.66M | 15.90% | ↗ |
| 8 | 2013 | Thomas B. Akin Executive Chairperson | 600.0K | — | 263.8K | — | 630.0K | 164.9K | 1.66M | 15.90% | ↗ |
| 9 | 2013 | Stephen J. Benedetti Executive Vice President, Chief Financial Officer and Chief Operating Officer | 375.0K | — | — | — | 292.1K | 97.8K | 764.9K | 0.00% | ↗ |
| 10 | 2012 | Byron L. Boston Chief Executive Officer, President and Co-Chief Investment Officer | 575.0K | — | 451.0K | — | 1.15M | 277.2K | 2.45M | 18.38% | ↗ |
| 11 | 2012 | Byron L. Boston President and Chief Investment Officer | 575.0K | — | 451.0K | — | 1.15M | 277.2K | 2.45M | 18.38% | ↗ |
| 12 | 2012 | Thomas B. Akin Executive Chairperson | 575.0K | — | 451.0K | — | 950.0K | 143.3K | 2.12M | 21.28% | ↗ |
| 13 | 2012 | Thomas B. Akin Chairman and Chief Executive Officer | 575.0K | — | 451.0K | — | 950.0K | 143.3K | 2.12M | 21.28% | ↗ |
| 14 | 2012 | Stephen J. Benedetti Executive Vice President, Chief Financial Officer and Chief Operating Officer | 368.7K | — | 122.0K | — | 693.6K | 96.6K | 1.28M | 9.52% | ↗ |
| 15 | 2011 | Byron L. Boston President and Chief Investment Officer | 474.5K | — | 1.15M | — | 700.0K | 203.6K | 2.53M | 45.58% | ↗ |
| 16 | 2011 | Thomas B. Akin Chairman and Chief Executive Officer | 466.7K | — | 1.07M | — | 500.0K | 579.00 | 2.04M | 52.48% | ↗ |
| 17 | 2011 | Stephen J. Benedetti Executive Vice President, Chief Financial Officer and Chief Operating Officer | 331.0K | — | 667.5K | — | 350.0K | 17.1K | 1.37M | 48.88% | ↗ |
| 18 | 2010 | Thomas B. Akin Chairman and Chief Executive Officer | 300.0K | — | — | — | 574.4K | 2.0K | 876.3K | 0.00% | ↗ |
| 19 | 2010 | Byron L. Boston President and Chief Investment Officer | 275.0K | — | — | — | 502.0K | 82.2K | 859.2K | 0.00% | ↗ |
| 20 | 2010 | Stephen J. Benedetti Executive Vice President, Chief Financial Officer and Chief Operating Officer | 236.0K | — | — | — | 430.0K | 17.8K | 683.8K | 0.00% | ↗ |
| 21 | 2009 | Thomas B. Akin Chairman and Chief Executive Officer | 300.0K | — | — | — | 309.5K | 1.0K | 610.6K | 0.00% | ↗ |
| 22 | 2009 | Byron L. Boston Chief Investment Officer | 275.0K | 50.0K | — | — | 275.0K | 4.7K | 604.7K | 0.00% | ↗ |
| 23 | 2009 | Stephen J. Benedetti Executive Vice President, Chief Operating Officer and Chief Financial Officer | 236.0K | — | — | — | 239.4K | 16.8K | 492.2K | 0.00% | ↗ |
| 24 | 2008 | Stephen J. Benedetti Executive Vice President, Chief Operating Officer and Chief Financial Officer | 236.0K | 177.0K | 88.0K | — | — | 14.1K | 515.1K | 17.08% | ↗ |
| 25 | 2008 | Thomas B. Akin Chairman and Chief Executive Officer | 277.4K | — | — | 2.5K | 203.1K | — | 483.1K | 0.52% | ↗ |
| 26 | 2008 | Byron L. Boston Chief Investment Officer | 239.9K | 189.1K | — | — | — | — | 428.9K | 0.00% | ↗ |
| 27 | 2007 | Stephen J. Benedetti Executive Vice President, Chief Operating Officer and Chief Financial Officer | 236.0K | 106.0K | — | 67.6K | — | 13.9K | 423.6K | 15.97% | ↗ |
| 28 | 2005 | Stephen J. Benedetti Executive Vice President, Chief Operating Officer, Secretary and Treasurer | 200.0K | 105.0K | — | — | — | 14.2K | 319.2K | 0.00% | ↗ |
| 29 | 2004 | Stephen J. Benedetti Executive Vice President, Chief Operating Officer, Secretary and Treasurer | 189.6K | 128.0K | — | — | — | 13.2K | 330.8K | 0.00% | ↗ |
| 30 | 2003 | Stephen J. Benedetti Executive Vice President, Chief Operating Officer, Secretary and Treasurer | 184.0K | 102.0K | — | — | — | 12.2K | 298.1K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Byron L. Boston | Co-CEO & Chairman of the Board | 5M | male |
| Smriti Laxman Popenoe | Co-CEO, President & Director | 5M | female |
| Robert S. Colligan | Advisor | 2M | male |
| Meakin Bennett | Chief Operating Officer | — | female |
| Michael Angelo | Chief Legal Counsel & Corporate Secretary | — | male |
| Michael Sartori | Chief Financial Officer | — | male |
| Robert Nilson Jr. | Chief Risk Officer | — | male |
| Terrence J. Connelly | Chief Investment Officer | — | male |
| Alison G. Griffin | Vice President of Investor Relations | — | female |
| Wayne E. Brockwell | Senior Vice President & Portfolio Manager | — | male |
| Corbin G. Dryden | Head of Cybersecurity & Infrastructure | — | — |
| Jeffrey L. Childress | Chief Accounting Officer | — | male |
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Community Opinion for DX
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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