Ellington Credit Company (EARN)
Old Greenwich, CT, US
Ellington Residential Mortgage REIT functions as a real estate investment trust (REIT), with its core business focused on the acquisition, investment, and oversight of assets tied to residential mortgages and real estate. The company's holdings primarily include various Residential Mortgage-Backed Securities (RMBS), such as government-backed agency pools and agency Collateralized Mortgage Obligations (CMOs). Additionally, it invests in non-agency RMBS, which encompasses non-agency CMOs ranging from investment-grade to non-investment-grade ratings. Having opted for REIT tax treatment, the company benefits from an exemption from corporate income tax on the segment of its net earnings that are distributed to its investors. Ellington Residential Mortgage REIT was established in 2012 and is headquartered in Old Greenwich, Connecticut.
Based on only 1 article — low confidence
- Ellington Credit Declares Monthly Common Dividend Business Wire
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.66% | -2.27% | +0.42% | -3.07% | -12.55% | -10.06% | -15.66% | -31.30% | -61.96% | -63.51% | -75.34% |
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 | 0 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 2 |
5.63
+28.1%
|
| All Time | 3 |
6.42
+46.1%
|
-
Revenue growth Asset Management: +17.4%-16.0% Q1'26: +1,236.8% (vs Q1'25)
-
EPS growth Asset Management: +22.7%-258.3% Q1'26: -273.9% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%-44.5% Q1'26: +74.8% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%-19.8% Q1'26: -243.4% (vs Q1'25)
-
ROIC Asset Management: +6.5%— Q1'26: -37.9% (vs Q1'25)
-
Share dilution Asset Management: +0.0%+38.3% Q1'26: +8.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×— Q1'26: -1.84× (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 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. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
26.43M
est: 41.88M (-36.9%)
|
11.41M
est: 27.15M (-58.0%)
|
26.19M
est: 23.20M (+12.9%)
|
35.54M
est: 27.00M (+31.6%)
|
26.73M
est: 22.68M (+17.9%)
|
62.82M
est: 16.67M (+276.8%)
|
35.90M
est: 21.61M (+66.2%)
|
2.17M
est: 24.46M (-91.1%)
|
-10.25M
est: 17.96M (-157.1%)
|
55.35M
est: 18.42M (+200.5%)
|
50.67M
est: 24.37M (+108.0%)
|
42.57M
est: 45.98M (-7.4%)
|
45.23M
45.23M – 45.23M
-1.6% YoY
|
50.89M
50.24M – 51.53M
+12.5% YoY
|
| EBITDA |
16.17M
est: 17.36M (-6.9%)
|
30.0K
est: 7.89M (-99.6%)
|
11.91M
est: 3.63M (+227.9%)
|
10.79M
est: 4.23M (+155.3%)
|
-11.30M
est: 22.28M (-150.7%)
|
22.26M
est: 2.61M (+753.0%)
|
20.11M
est: 3.38M (+494.7%)
|
-6.31M
est: 3.83M (-264.8%)
|
-30.20M
est: 14.97M (-301.7%)
|
4.56M
est: 88.7K (+5,039.3%)
|
7.10M
est: 117.3K (+5,946.9%)
|
-8.44M
est: 221.4K (-3,912.8%)
|
217.8K
217.8K – 217.8K
-1.6% YoY
|
245.1K
242.0K – 248.2K
+12.5% YoY
|
| EBIT |
16.17M
est: 6.55M (+146.7%)
|
30.0K
est: 4.25M (-99.3%)
|
11.91M
est: 3.63M (+227.9%)
|
10.79M
est: 4.23M (+155.3%)
|
-11.30M
est: 3.55M (-418.2%)
|
22.26M
est: 2.61M (+753.0%)
|
20.11M
est: 3.38M (+494.7%)
|
-6.31M
est: 3.83M (-264.8%)
|
-30.20M
est: 2.81M (-1,174.4%)
|
4.56M
est: 88.7K (+5,039.3%)
|
7.10M
est: 117.3K (+5,946.9%)
|
-8.44M
est: 221.4K (-3,912.8%)
|
217.8K
217.8K – 217.8K
-1.6% YoY
|
245.1K
242.0K – 248.2K
+12.5% YoY
|
| Net Income |
16.17M
est: 13.42M (+20.5%)
|
30.0K
est: 1.59M (-98.1%)
|
11.91M
est: 14.92M (-20.2%)
|
10.79M
est: 11.10M (-2.8%)
|
-11.30M
est: -11.83M (+4.5%)
|
22.26M
est: 23.90M (-6.9%)
|
20.11M
est: 17.31M (+16.2%)
|
-6.31M
est: 35.30M (-117.9%)
|
-30.20M
est: 1.55M (-2,049.5%)
|
4.56M
est: 8.72M (-47.7%)
|
6.59M
est: 46.30M (-85.8%)
|
-14.45M
est: 35.30M (-140.9%)
|
36.19M
36.19M – 36.19M
+2.5% YoY
|
37.87M
36.44M – 37.94M
+4.7% YoY
|
| SGA |
2.96M
est: 1.99M (+48.9%)
|
3.33M
est: 3.02M (+10.3%)
|
3.09M
est: 3.03M (+1.8%)
|
3.76M
est: 3.84M (-2.2%)
|
3.43M
est: 3.63M (-5.3%)
|
3.17M
est: 3.50M (-9.5%)
|
3.29M
est: 2.96M (+10.9%)
|
1.10M
est: 2.68M (-59.1%)
|
1.11M
est: 3.43M (-67.7%)
|
1.12M
est: 1.73M (-35.3%)
|
1.93M
est: 2.29M (-15.8%)
|
520.0K
est: 4.31M (-87.9%)
|
4.24M
4.24M – 4.24M
-1.6% YoY
|
4.77M
4.71M – 4.83M
+12.5% YoY
|
| EPS |
1.77
est: 2.40 (-26.3%)
|
0.00
est: 1.74 (-99.8%)
|
1.31
est: 1.62 (-19.2%)
|
0.93
est: 1.83 (-49.3%)
|
-0.88
est: 1.34 (-165.7%)
|
1.79
est: 0.92 (+95.6%)
|
1.63
est: 1.27 (+28.7%)
|
-0.50
est: 1.30 (-138.5%)
|
-2.29
est: 1.02 (-324.1%)
|
0.31
est: 0.23 (+33.6%)
|
0.24
est: 1.23 (-80.5%)
|
-0.41
est: 0.94 (-143.6%)
|
0.96
0.96 – 0.96
+2.5% YoY
|
0.99
0.97 – 1.01
+2.8% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-27 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-26 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-22 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-21 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-20 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-19 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-18 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-15 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-14 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-13 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-12 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
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 | 04-2683227 | 904.2K | 9.89% | — | 904.2K | — | — | IA | Massachusetts | 2014-02-14 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 814.7K | 6.15% | — | — | — | 4.3K | IA | Pennsylvania | 2023-02-09 | ↗ |
| 3 | 13-3127734 | 552.9K | 4.27% | 552.9K | — | 552.9K | — | HC | Delaware | 2022-02-10 | ↗ |
| 4 | 26-0385758 | 552.9K | 4.27% | 552.9K | — | 552.9K | — | IA | Delaware | 2022-02-10 | ↗ |
| 5 | Pine River Master Fund Ltd. | 478.7K | 5.20% | — | 478.7K | — | 478.7K | CO | Cayman Islands | 2013-08-09 | ↗ |
| 6 | (1) BlackRock, Inc. | 400.3K | 3.10% | 400.3K | — | 400.3K | — | HC | Delaware | 2021-07-12 | ↗ |
| 7 | Brian Taylor | 235.3K | 2.60% | — | 235.3K | — | 235.3K | IN | United States | 2014-01-28 | ↗ |
| 8 | Pine River Capital Management L.P. | 235.3K | 2.60% | — | 235.3K | — | 235.3K | IA | Delaware, United States | 2014-01-28 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 902.3K -716.0K (-44.2%) | 4.76M -4.1M (-46.1%) | 2.40% -1.907 pp | 0.00% -0.001 pp | USD6.23 -15.4% | 50 qtrs — |
| 2 | DELPHI FINANCIAL GROUP, INC. | 608.7K +— (+0.0%) | 3.21M -109.6K (-3.3%) | 1.62% 0.000 pp | 1.60% -0.264 pp | USD5.65 -6.7% | 4 qtrs — |
| 3 | MORGAN STANLEY | 521.7K +398.0K (+321.8%) | 2.75M +2.1M (+307.9%) | 1.39% +1.060 pp | 0.00% +0.000 pp | USD5.65 -6.7% | 51 qtrs — |
| 4 | CLEAR HARBOR ASSET MANAGEMENT, LLC | 347.6K +23.8K (+7.3%) | 1.83M +67.0K (+3.8%) | 0.93% +0.063 pp | 0.12% +0.028 pp | USD6.41 -17.8% | 6 qtrs — |
| 5 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 251.7K +— (+0.0%) | 1.33M -45.3K (-3.3%) | 0.67% 0.000 pp | 0.00% 0.000 pp | USD6.56 -19.7% | 6 qtrs — |
| 6 | CASTLEKEEP INVESTMENT ADVISORS LLC | 182.3K +1.6K (+0.9%) | 960.7K -24.0K (-2.4%) | 0.49% +0.004 pp | 0.43% -0.026 pp | USD5.53 -4.7% | 6 qtrs — |
| 7 | BANK OF AMERICA CORP /DE/ | 152.5K -1.5K (-1.0%) | 803.8K -35.4K (-4.2%) | 0.41% -0.004 pp | 0.00% +0.000 pp | USD5.41 -2.6% | 38 qtrs — |
| 8 | EMG HOLDINGS, L.P. | 149.1K +— (+0.0%) | 785.7K -26.8K (-3.3%) | 0.40% +0.000 pp | 0.58% +0.276 pp | USD10.94 -51.8% | 18 qtrs — |
| 9 | JANE STREET GROUP, LLC | 135.1K +56.0K (+70.8%) | 712.0K +280.9K (+65.2%) | 0.36% +0.149 pp | 0.00% +0.000 pp | USD5.48 -3.8% | 9 qtrs — |
| 10 | WAVERLY ADVISORS, LLC | 90.0K +90.0K (+100.0%) | 474.3K +474.3K (+100.0%) | 0.24% +0.240 pp | 0.00% +0.004 pp | USD5.27 +0.0% | 1 qtrs NEW |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 84.4K +8.2K (+10.8%) | 445.0K +29.5K (+7.1%) | 0.22% +0.022 pp | 0.00% +0.000 pp | USD7.74 -31.9% | 20 qtrs — |
| 12 | ADVISOR GROUP HOLDINGS, INC. | 71.3K -35.7K (-33.4%) | 375.7K -231.0K (-38.1%) | 0.19% -0.095 pp | 0.00% 0.000 pp | USD6.12 -13.9% | 24 qtrs — |
| 13 | HIGHTOWER ADVISORS, LLC | 70.0K +70.0K (+100.0%) | 368.9K +368.9K (+100.0%) | 0.19% +0.186 pp | 0.00% +0.000 pp | USD5.27 +0.0% | 1 qtrs NEW |
| 14 | GABLES CAPITAL MANAGEMENT INC. | 40.5K -4.1K (-9.2%) | 213.2K -29.6K (-12.2%) | 0.11% -0.011 pp | 0.09% -0.014 pp | USD10.96 -51.9% | 32 qtrs — |
| 15 | — | 30.0K +30.0K (+100.0%) | 158.0K +158.0K (+100.0%) | 0.08% +0.080 pp | 0.17% +0.173 pp | USD5.27 +0.0% | 1 qtrs NEW |
| 16 | GLOBAL RETIREMENT PARTNERS, LLC | 24.3K +1.8K (+8.0%) | 128.0K +5.4K (+4.4%) | 0.06% +0.005 pp | 0.00% -0.001 pp | USD5.71 -7.7% | 3 qtrs — |
| 17 | LPL FINANCIAL LLC | 22.0K +— (+0.0%) | 116.1K -4.0K (-3.3%) | 0.06% +0.000 pp | 0.00% +0.000 pp | USD6.71 -21.5% | 6 qtrs — |
| 18 | PENSIONMARK FINANCIAL GROUP, LLC | 21.9K +21.9K (+100.0%) | 115.4K +115.4K (+100.0%) | 0.06% +0.058 pp | 0.00% +0.002 pp | USD5.27 +0.0% | 1 qtrs NEW |
| 19 | ASTRA WEALTH PARTNERS LLC | 20.0K +— (+0.0%) | 105.4K -3.6K (-3.3%) | 0.05% +0.000 pp | 0.06% -0.011 pp | USD6.62 -20.4% | 5 qtrs — |
| 20 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 17.5K +760.0 (+4.5%) | 92.4K +988.0 (+1.1%) | 0.05% +0.002 pp | 0.00% +0.000 pp | USD6.74 -21.8% | 6 qtrs — |
| 21 | CHOREO, LLC | 16.6K +114.0 (+0.7%) | 88.1K -1.7K (-1.9%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD6.20 -15.0% | 9 qtrs — |
| 22 | PLANCORP, LLC | 15.0K +— (+0.0%) | 79.1K -2.7K (-3.3%) | 0.04% +0.000 pp | 0.00% 0.000 pp | USD6.62 -20.4% | 5 qtrs — |
| 23 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 14.3K -441.0 (-3.0%) | 75.0K -5.0K (-6.3%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD9.43 -44.1% | 19 qtrs — |
| 24 | QUADRATURE CAPITAL LTD | 14.2K +14.2K (+100.0%) | 74.8K +74.8K (+100.0%) | 0.04% +0.038 pp | 0.00% +0.001 pp | USD5.27 +0.0% | 1 qtrs NEW |
| 25 | MILLENNIUM MANAGEMENT LLC | 13.3K -23.7K (-64.1%) | 70.0K -131.7K (-65.3%) | 0.04% -0.063 pp | 0.00% 0.000 pp | USD5.65 -6.7% | 9 qtrs — |
| 26 | VIRTU FINANCIAL LLC | 10.8K +10.8K (+100.0%) | 57.0K +57.0K (+100.0%) | 0.03% +0.029 pp | 0.00% +0.002 pp | USD5.27 +0.0% | 1 qtrs NEW |
| 27 | US BANCORP \DE\ | 10.0K +10.0K (+100.0%) | 52.7K +52.7K (+100.0%) | 0.03% +0.027 pp | 0.00% +0.000 pp | USD5.27 +0.0% | 1 qtrs NEW |
| 28 | ROYAL BANK OF CANADA | 6.6K -72.0K (-91.6%) | 35.0K -393.0K (-91.8%) | 0.02% -0.192 pp | 0.00% 0.000 pp | USD6.39 -17.5% | 51 qtrs — |
| 29 | BOGART WEALTH, LLC | 5.2K +— (+0.0%) | 27.4K -936.0 (-3.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD5.54 -4.9% | 4 qtrs — |
| 30 | MCILRATH & ECK, LLC | 4.9K -5.6K (-53.2%) | 26.0K -31.5K (-54.8%) | 0.01% -0.015 pp | 0.00% -0.004 pp | USD6.62 -20.4% | 5 qtrs — |
| 31 | PRIVATE TRUST CO NA | 3.4K +— (+0.0%) | 18.1K -618.0 (-3.3%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD6.32 -16.6% | 9 qtrs — |
| 32 | BNP PARIBAS ARBITRAGE, SNC | 2.0K +2.0K (+100.0%) | 10.8K +10.8K (+100.0%) | 0.01% +0.006 pp | 0.00% +0.000 pp | USD5.27 +0.0% | 1 qtrs NEW |
| 33 | JPMORGAN CHASE & CO | 2.0K +2.0K (+22,222.2%) | 10.6K +10.5K (+21,506.1%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD5.28 -0.2% | 11 qtrs — |
| 34 | TRADEWINDS CAPITAL MANAGEMENT, LLC | 1.4K +64.0 (+4.6%) | 7.6K +84.0 (+1.1%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD6.44 -18.2% | 5 qtrs — |
| 35 | FARTHER FINANCE ADVISORS, LLC | 718.00 +— (+0.0%) | 3.8K -129.0 (-3.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.41 -2.6% | 4 qtrs — |
| 36 | PINNACLE WEALTH PLANNING SERVICES, INC. | 611.00 +611.0 (+100.0%) | 3.2K +3.2K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD5.27 +0.0% | 1 qtrs NEW |
| 37 | RHUMBLINE ADVISERS | 513.00 +— (+0.0%) | 2.7K -92.0 (-3.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD7.21 -26.9% | 11 qtrs — |
| 38 | WPG ADVISERS, LLC | 351.00 +351.0 (+100.0%) | 1.9K +1.9K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.001 pp | USD5.27 +0.0% | 1 qtrs NEW |
| 39 | TOWER RESEARCH CAPITAL LLC (TRC) | 200.00 +200.0 (+100.0%) | 1.1K +1.1K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD5.27 +0.0% | 7 qtrs — |
| 40 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 154.00 +— (+0.0%) | 812.00 -27.0 (-3.2%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD6.62 -20.4% | 5 qtrs — |
| 41 | UBS GROUP AG | 100.00 +1.0 (+1.0%) | 527.00 -13.0 (-2.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.56 -5.2% | 14 qtrs — |
| 42 | LOS ANGELES CAPITAL MANAGEMENT LLC | 99.00 +99.0 (+100.0%) | 515.00 +515.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.26 +0.2% | 1 qtrs NEW |
| 43 | BLACKROCK, INC. | 6.00 +6.0 (+100.0%) | 31.00 +31.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.17 +1.9% | 1 qtrs NEW |
| 44 | DANSKE BANK A/S | 1.00 +1.0 (+100.0%) | 5.00 +5.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.00 +5.4% | 1 qtrs NEW |
| 45 | TWO SIGMA SECURITIES, LLC | — -12.1K (-100.0%) | — -65.7K (-100.0%) | 0.00% -0.032 pp | 0.00% -0.010 pp | USD— | 4 qtrs SOLD |
| 46 | INSPIRE ADVISORS, LLC | — -15.2K (-100.0%) | — -82.9K (-100.0%) | 0.00% -0.041 pp | 0.00% -0.008 pp | USD— | 9 qtrs SOLD |
| 47 | BARCLAYS PLC | — -47.9K (-100.0%) | — -334.5K (-100.0%) | 0.00% -0.128 pp | 0.00% 0.000 pp | USD— | 6 qtrs SOLD |
| 48 | PHARVISION ADVISERS, LLC | — -12.3K (-100.0%) | — -66.9K (-100.0%) | 0.00% -0.033 pp | 0.00% -0.038 pp | USD— | 4 qtrs SOLD |
| 49 | RENAISSANCE TECHNOLOGIES LLC | — -42.5K (-100.0%) | — -231.6K (-100.0%) | 0.00% -0.113 pp | 0.00% 0.000 pp | USD— | 49 qtrs SOLD |
| 50 | ADVISORY SERVICES NETWORK, LLC | — -4.0K (-100.0%) | — -21.5K (-100.0%) | 0.00% -0.011 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 51 | QUARRY LP | — -2.3K (-100.0%) | — -12.7K (-100.0%) | 0.00% -0.006 pp | 0.00% -0.003 pp | USD— | 4 qtrs SOLD |
| 52 | SQUAREPOINT OPS LLC | — -12.1K (-100.0%) | — -66.1K (-100.0%) | 0.00% -0.032 pp | 0.00% 0.000 pp | USD— | 6 qtrs SOLD |
| 53 | NORTHERN TRUST CORP | — -29.0K (-100.0%) | — -158.3K (-100.0%) | 0.00% -0.077 pp | 0.00% +0.000 pp | USD— | 51 qtrs SOLD |
| 54 | KESTRA ADVISORY SERVICES, LLC | — -31.9K (-100.0%) | — -174.0K (-100.0%) | 0.00% -0.085 pp | 0.00% -0.001 pp | USD— | 8 qtrs SOLD |
ETF Ownership
This company is not held by any ETF in our universe.
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-12-31 | Smernoff Chris | Officer | F-InKind | D | Common shares of beneficial interest | 2,468 | 5.17 | 12.8K | 24,746 | D | ↗ |
| 2025-12-31 | Herlihy John | Officer | F-InKind | D | Common shares | 5,235 | 5.17 | 27.1K | 51,859 | D | ↗ |
| 2025-10-01 | Borenstein Gregory Morris | Officer | P-Purchase | A | Common shares of beneficial interest | 3,000 | 5.29 | 15.9K | 25,000 | D | ↗ |
| 2025-09-11 | SIMON RONALD I | Director | P-Purchase | A | Common shares of beneficial interest | 10,536 | 5.68 | 59.8K | 24,297 | D | ↗ |
| 2025-09-05 | Borenstein Gregory Morris | Officer | P-Purchase | A | Common shares of beneficial interest | 4,000 | 5.62 | 22.5K | 22,000 | D | ↗ |
| 2025-04-09 | Borenstein Gregory Morris | Officer | P-Purchase | A | Common shares of beneficial interest | 8,000 | 4.73 | 37.9K | 18,000 | D | ↗ |
| 2025-04-01 | Borenstein Gregory Morris | Officer | — | — | Common shares of beneficial interest | 0 | 0.00 | — | 10,000 | D | ↗ |
| 2024-12-31 | Smernoff Chris | Officer | F-InKind | D | Common shares of beneficial interest | 1,318 | 6.83 | 9.0K | 27,214 | D | ↗ |
| 2024-12-31 | Herlihy John | Officer | F-InKind | D | Common shares | 2,845 | 6.83 | 19.4K | 57,094 | D | ↗ |
| 2024-12-20 | Smernoff Chris | Officer | A-Award | A | Common shares of beneficial interest | 7,995 | 0.00 | — | 28,532 | D | ↗ |
| 2024-12-20 | Herlihy John | Officer | A-Award | A | Common shares | 24,346 | 0.00 | — | 59,939 | D | ↗ |
| 2024-09-11 | SIMON RONALD I | Director | A-Award | A | Common shares of beneficial interest | 14,472 | 0.00 | — | 28,233 | — | ↗ |
| 2024-09-11 | Miller David | Director | A-Award | A | Common shares of beneficial interest | 14,472 | 0.00 | — | 65,703 | — | ↗ |
| 2024-09-11 | McBride Mary E | Director | A-Award | A | Common shares | 14,472 | 0.00 | — | 33,667 | — | ↗ |
| 2024-09-11 | Allardice Robert B. III | Director | A-Award | A | Common shares of beneficial interest | 14,472 | 0.00 | — | 55,703 | — | ↗ |
| 2023-12-29 | Smernoff Chris | Officer | F-InKind | D | Common shares of beneficial interest | 1,210 | 6.31 | 7.6K | 20,537 | — | ↗ |
| 2023-12-29 | Herlihy John | Officer | F-InKind | D | Common shares | 2,488 | 6.31 | 15.7K | 35,593 | — | ↗ |
| 2023-12-14 | Smernoff Chris | Officer | A-Award | A | Common shares of beneficial interest | 4,433 | 0.00 | — | 21,747 | — | ↗ |
| 2023-12-14 | Herlihy John | Officer | A-Award | A | Common shares | 10,040 | 0.00 | — | 38,081 | — | ↗ |
| 2023-09-13 | SIMON RONALD I | Director | A-Award | A | Common shares of beneficial interest | 8,230 | 0.00 | — | 21,991 | — | ↗ |
| 2023-09-13 | Miller David | Director | A-Award | A | Common shares of beneficial interest | 8,230 | 0.00 | — | 51,231 | — | ↗ |
| 2023-09-13 | McBride Mary E | Director | A-Award | A | Common shares | 8,230 | 0.00 | — | 19,195 | — | ↗ |
| 2023-09-13 | Allardice Robert B. III | Director | A-Award | A | Common shares of beneficial interest | 8,230 | 0.00 | — | 41,231 | — | ↗ |
| 2023-01-04 | Smernoff Chris | Officer | F-InKind | D | Common shares of beneficial interest | 1,008 | 7.16 | 7.2K | 17,314 | — | ↗ |
| 2023-01-04 | Herlihy John | Officer | F-InKind | D | Common shares | 2,100 | 7.16 | 15.0K | 28,041 | — | ↗ |
| 2022-12-15 | Smernoff Chris | Officer | A-Award | A | Common shares of beneficial interest | 3,989 | 0.00 | — | 18,322 | — | ↗ |
| 2022-12-15 | Herlihy John | Officer | A-Award | A | Common shares | 8,122 | 0.00 | — | 30,141 | — | ↗ |
| 2022-09-13 | SIMON RONALD I | Director | A-Award | A | Common shares of beneficial interest | 6,761 | 0.00 | — | 20,522 | — | ↗ |
| 2022-09-13 | Miller David | Director | A-Award | A | Common shares of beneficial interest | 6,761 | 0.00 | — | 43,001 | — | ↗ |
| 2022-09-13 | McBride Mary E | Director | A-Award | A | Common shares | 6,761 | 0.00 | — | 10,965 | — | ↗ |
| 2022-09-13 | Allardice Robert B. III | Director | A-Award | A | Common shares of beneficial interest | 6,761 | 0.00 | — | 33,001 | — | ↗ |
| 2021-12-16 | Smernoff Chris | Officer | A-Award | A | Common shares of beneficial interest | 3,532 | 0.00 | — | 14,333 | — | ↗ |
| 2021-12-16 | Herlihy John | Officer | A-Award | A | Common shares | 7,767 | 0.00 | — | 22,019 | — | ↗ |
| 2021-09-14 | SIMON RONALD I | Director | A-Award | A | Common shares of beneficial interest | 4,204 | 0.00 | — | 17,965 | — | ↗ |
| 2021-09-14 | Miller David | Director | A-Award | A | Common shares of beneficial interest | 4,204 | 0.00 | — | 36,240 | — | ↗ |
| 2021-09-14 | McBride Mary E | Director | A-Award | A | Common shares | 4,204 | 0.00 | — | 4,204 | — | ↗ |
| 2021-09-14 | Allardice Robert B. III | Director | A-Award | A | Common shares of beneficial interest | 4,204 | 0.00 | — | 26,240 | — | ↗ |
| 2021-06-17 | Blackstone Holdings III L.P. | 10% Owner | S-Sale | D | Common Stock | 2,675,000 | 12.80 | 34.24M | 628,578 | — | ↗ |
| 2021-03-30 | McBride Mary E | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-02-12 | Ike Chukudi Melvin | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-12-17 | Smernoff Chris | Officer | A-Award | A | Common shares of beneficial interest | 3,035 | 0.00 | — | 10,801 | — | ↗ |
| 2020-12-17 | Herlihy John | Officer | A-Award | A | Common shares | 5,871 | 0.00 | — | 14,252 | — | ↗ |
| 2020-09-10 | SIMON RONALD I | Director | A-Award | A | Common shares of beneficial interest | 3,755 | 0.00 | — | 17,516 | — | ↗ |
| 2020-09-10 | ROBARDS THOMAS F | Director | A-Award | A | Common shares of beneficial interest | 3,755 | 0.00 | — | 22,036 | — | ↗ |
| 2020-09-10 | Miller David | Director | A-Award | A | Common shares of beneficial interest | 3,755 | 0.00 | — | 32,036 | — | ↗ |
| 2020-09-10 | Allardice Robert B. III | Director | A-Award | A | Common shares of beneficial interest | 3,755 | 0.00 | — | 22,036 | — | ↗ |
| 2020-06-15 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 200 | 10.09 | 2.0K | 3,303,578 | — | ↗ |
| 2020-06-12 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 14,633 | 10.23 | 149.7K | 3,303,378 | — | ↗ |
| 2020-06-11 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 32,179 | 9.95 | 320.2K | 3,288,745 | — | ↗ |
| 2020-06-04 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 2,703 | 9.91 | 26.8K | 3,256,566 | — | ↗ |
| 2020-06-03 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 17,637 | 9.89 | 174.4K | 3,253,863 | — | ↗ |
| 2020-06-02 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 26,331 | 9.75 | 256.7K | 3,236,226 | — | ↗ |
| 2020-06-01 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 19,700 | 9.77 | 192.5K | 3,209,895 | — | ↗ |
| 2020-05-29 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 23,569 | 9.55 | 225.1K | 3,190,195 | — | ↗ |
| 2020-05-28 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 23,569 | 9.68 | 228.1K | 3,166,626 | — | ↗ |
| 2020-05-27 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 15,200 | 9.69 | 147.3K | 3,143,057 | — | ↗ |
| 2020-05-26 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 12,300 | 9.73 | 119.7K | 3,127,857 | — | ↗ |
| 2020-05-22 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 12,300 | 9.42 | 115.9K | 3,115,557 | — | ↗ |
| 2019-12-13 | Smernoff Chris | Officer | A-Award | A | Common shares of beneficial interest | 2,829 | 0.00 | — | 7,766 | — | ↗ |
| 2019-12-13 | Herlihy John | Officer | A-Award | A | Common shares | 4,508 | 0.00 | — | 8,381 | — | ↗ |
| 2019-11-14 | Vranos Michael W | Director / Officer | J-Other | D | Common shares | 21,307 | 0.00 | — | 106,472 | — | ↗ |
| 2019-09-11 | SIMON RONALD I | Director | A-Award | A | Common shares of beneficial interest | 3,756 | 0.00 | — | 17,517 | — | ↗ |
| 2019-09-11 | ROBARDS THOMAS F | Director | A-Award | A | Common shares of beneficial interest | 3,756 | 0.00 | — | 18,281 | — | ↗ |
| 2019-09-11 | Miller David | Director | A-Award | A | Common shares of beneficial interest | 3,756 | 0.00 | — | 28,281 | — | ↗ |
| 2019-09-11 | Allardice Robert B. III | Director | A-Award | A | Common shares of beneficial interest | 3,756 | 0.00 | — | 18,281 | — | ↗ |
| 2018-12-11 | Smernoff Chris | Officer | A-Award | A | Common shares of beneficial interest | 2,359 | 0.00 | — | 4,937 | — | ↗ |
| 2018-12-11 | Herlihy John | Officer | A-Award | A | Common shares | 3,873 | 0.00 | — | 3,873 | — | ↗ |
| 2018-11-26 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 4,421 | 11.06 | 48.9K | 3,103,257 | — | ↗ |
| 2018-11-21 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 5,810 | 11.04 | 64.1K | 3,098,836 | — | ↗ |
| 2018-11-20 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 45,126 | 10.90 | 491.9K | 3,093,026 | — | ↗ |
| 2018-11-19 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 6,399 | 10.92 | 69.9K | 3,047,900 | — | ↗ |
| 2018-11-16 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 9,760 | 10.88 | 106.2K | 3,041,501 | — | ↗ |
| 2018-11-15 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 4,001 | 10.78 | 43.1K | 3,031,741 | — | ↗ |
| 2018-11-14 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 14,911 | 10.84 | 161.6K | 3,027,740 | — | ↗ |
| 2018-11-13 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 7,000 | 10.79 | 75.5K | 3,012,829 | — | ↗ |
| 2018-09-12 | SIMON RONALD I | Director | A-Award | A | Common shares of beneficial interest | 3,286 | 0.00 | — | 17,047 | — | ↗ |
| 2018-09-12 | ROBARDS THOMAS F | Director | A-Award | A | Common shares of beneficial interest | 3,286 | 0.00 | — | 14,525 | — | ↗ |
| 2018-09-12 | Miller David | Director | A-Award | A | Common shares of beneficial interest | 3,286 | 0.00 | — | 24,525 | — | ↗ |
| 2018-09-12 | Allardice Robert B. III | Director | A-Award | A | Common shares of beneficial interest | 3,286 | 0.00 | — | 14,525 | — | ↗ |
| 2018-08-20 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 7,603 | 11.67 | 88.7K | 3,005,829 | — | ↗ |
| 2018-08-17 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 1,297 | 11.50 | 14.9K | 2,998,226 | — | ↗ |
| 2018-08-16 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 17,799 | 11.44 | 203.6K | 2,996,929 | — | ↗ |
| 2018-08-15 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 14,725 | 11.34 | 167.0K | 2,979,130 | — | ↗ |
| 2018-08-14 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 12,724 | 11.25 | 143.1K | 2,964,405 | — | ↗ |
| 2018-08-13 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 16,468 | 11.23 | 184.9K | 2,951,681 | — | ↗ |
| 2018-08-10 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 10,690 | 11.21 | 119.8K | 2,935,213 | — | ↗ |
| 2018-06-01 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 6,939 | 11.47 | 79.6K | 2,924,523 | — | ↗ |
| 2018-05-31 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 7,905 | 11.59 | 91.6K | 2,917,584 | — | ↗ |
| 2018-05-30 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 4,600 | 11.61 | 53.4K | 2,909,679 | — | ↗ |
| 2018-05-29 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 4,830 | 11.56 | 55.8K | 2,905,079 | — | ↗ |
| 2018-05-25 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 10,811 | 11.52 | 124.5K | 2,900,249 | — | ↗ |
| 2018-05-24 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 11,515 | 11.42 | 131.5K | 2,889,438 | — | ↗ |
| 2018-05-23 | SIMON RONALD I | Director | P-Purchase | A | Common shares of beneficial interest | 3,224 | 11.47 | 37.0K | 16,255 | — | ↗ |
| 2018-05-23 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 7,254 | 11.47 | 83.2K | 2,877,923 | — | ↗ |
| 2018-05-22 | SIMON RONALD I | Director | P-Purchase | A | Common shares of beneficial interest | 537 | 11.28 | 6.1K | 13,031 | — | ↗ |
| 2018-05-22 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 8,616 | 11.30 | 97.4K | 2,870,669 | — | ↗ |
| 2018-05-21 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 14,132 | 11.25 | 159.0K | 2,862,053 | — | ↗ |
| 2018-05-18 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 8,820 | 11.15 | 98.3K | 2,847,921 | — | ↗ |
| 2018-05-17 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 8,100 | 11.17 | 90.5K | 2,839,101 | — | ↗ |
| 2018-05-16 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 15,494 | 11.21 | 173.7K | 2,831,001 | — | ↗ |
| 2018-05-15 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 9,600 | 11.24 | 107.9K | 2,815,507 | — | ↗ |
| 2018-05-14 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 11,909 | 11.26 | 134.1K | 2,805,907 | — | ↗ |
| 2018-05-11 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 19,475 | 11.11 | 216.4K | 2,793,998 | — | ↗ |
| 2018-05-09 | SIMON RONALD I | Director | P-Purchase | A | Common shares of beneficial interest | 2,500 | 10.81 | 27.0K | 12,494 | — | ↗ |
| 2018-05-09 | Penn Laurence | Director / Officer | P-Purchase | A | Common shares | 15,000 | 10.88 | 163.2K | 35,710 | — | ↗ |
| 2018-03-30 | Smernoff Chris | Officer | — | D | Common shares of beneficial interest | 0 | 0.00 | — | 2,578 | — | ↗ |
| 2018-03-30 | Herlihy John | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-03-16 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 2,700 | 11.43 | 30.9K | 2,774,523 | — | ↗ |
| 2018-03-15 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 11,278 | 11.42 | 128.8K | 2,771,823 | — | ↗ |
| 2018-03-12 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 7,841 | 11.43 | 89.6K | 2,760,545 | — | ↗ |
| 2018-03-09 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 20,536 | 11.20 | 230.0K | 2,752,704 | — | ↗ |
| 2018-03-08 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 10,855 | 11.01 | 119.5K | 2,732,168 | — | ↗ |
| 2018-03-07 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 13,609 | 10.90 | 148.3K | 2,721,313 | — | ↗ |
| 2018-03-06 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 18,002 | 10.81 | 194.6K | 2,707,704 | — | ↗ |
| 2017-12-12 | Mumford Lisa | Officer | A-Award | A | Common shares | 3,567 | 0.00 | — | 11,209 | — | ↗ |
| 2017-09-12 | SIMON RONALD I | Director | A-Award | A | Common shares of beneficial interest | 2,494 | 0.00 | — | 9,994 | — | ↗ |
| 2017-09-12 | ROBARDS THOMAS F | Director | A-Award | A | Common shares of beneficial interest | 2,494 | 0.00 | — | 11,239 | — | ↗ |
| 2017-09-12 | Miller David | Director | A-Award | A | Common shares of beneficial interest | 2,494 | 0.00 | — | 21,239 | — | ↗ |
| 2017-09-12 | Allardice Robert B. III | Director | A-Award | A | Common shares of beneficial interest | 2,494 | 0.00 | — | 11,239 | — | ↗ |
| 2016-12-13 | Mumford Lisa | Officer | A-Award | A | Common shares | 3,113 | 0.00 | — | 7,642 | — | ↗ |
| 2016-09-13 | SIMON RONALD I | Director | A-Award | A | Common shares of beneficial interest | 2,464 | 0.00 | — | 9,964 | — | ↗ |
| 2016-09-13 | ROBARDS THOMAS F | Director | A-Award | A | Common shares of beneficial interest | 2,464 | 0.00 | — | 8,745 | — | ↗ |
| 2016-09-13 | Miller David | Director | A-Award | A | Common shares of beneficial interest | 2,464 | 0.00 | — | 18,745 | — | ↗ |
| 2016-09-13 | Allardice Robert B. III | Director | A-Award | A | Common shares of beneficial interest | 2,464 | 0.00 | — | 8,745 | — | ↗ |
| 2016-03-17 | SIMON RONALD I | Director | P-Purchase | A | Common shares of beneficial interest | 2,500 | 12.17 | 30.4K | 9,807 | — | ↗ |
| 2016-02-18 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 2,938 | 11.80 | 34.7K | 2,689,702 | — | ↗ |
| 2016-02-17 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 2,527 | 11.70 | 29.6K | 2,686,764 | — | ↗ |
| 2016-02-16 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 2,140 | 11.44 | 24.5K | 2,684,237 | — | ↗ |
| 2016-02-12 | Vranos Michael W | Director / Officer | P-Purchase | A | Common shares | 160 | 10.97 | 1.8K | 33,143 | — | ↗ |
| 2016-02-12 | Tecotzky Mark | Officer | P-Purchase | A | Common shares | 40 | 10.97 | 438.80 | 8,282 | — | ↗ |
| 2016-02-12 | Penn Laurence | Director / Officer | P-Purchase | A | Common shares | 100 | 10.97 | 1.1K | 20,710 | — | ↗ |
| 2016-02-11 | Vranos Michael W | Director / Officer | P-Purchase | A | Common shares | 1,360 | 10.88 | 14.8K | 32,983 | — | ↗ |
| 2016-02-11 | Tecotzky Mark | Officer | P-Purchase | A | Common shares | 340 | 10.88 | 3.7K | 8,242 | — | ↗ |
| 2016-02-11 | Penn Laurence | Director / Officer | P-Purchase | A | Common shares | 850 | 10.88 | 9.2K | 20,610 | — | ↗ |
| 2016-02-10 | Vranos Michael W | Director / Officer | P-Purchase | A | Common shares | 800 | 10.92 | 8.7K | 31,623 | — | ↗ |
| 2016-02-10 | Tecotzky Mark | Officer | P-Purchase | A | Common shares | 200 | 10.92 | 2.2K | 7,902 | — | ↗ |
| 2016-02-10 | Penn Laurence | Director / Officer | P-Purchase | A | Common shares | 500 | 10.92 | 5.5K | 19,760 | — | ↗ |
| 2016-02-09 | Vranos Michael W | Director / Officer | P-Purchase | A | Common shares | 1,665 | 10.94 | 18.2K | 30,823 | — | ↗ |
| 2016-02-09 | Tecotzky Mark | Officer | P-Purchase | A | Common shares | 414 | 10.94 | 4.5K | 7,702 | — | ↗ |
| 2016-02-09 | Penn Laurence | Director / Officer | P-Purchase | A | Common shares | 1,034 | 10.94 | 11.3K | 19,260 | — | ↗ |
| 2016-02-08 | Vranos Michael W | Director / Officer | P-Purchase | A | Common shares | 3,030 | 11.20 | 33.9K | 29,158 | — | ↗ |
| 2016-02-08 | Tecotzky Mark | Officer | P-Purchase | A | Common shares | 757 | 11.20 | 8.5K | 7,288 | — | ↗ |
| 2016-02-08 | Penn Laurence | Director / Officer | P-Purchase | A | Common shares | 1,895 | 11.20 | 21.2K | 18,226 | — | ↗ |
| 2016-02-05 | Vranos Michael W | Director / Officer | P-Purchase | A | Common shares | 1,019 | 11.48 | 11.7K | 26,128 | — | ↗ |
| 2016-02-05 | Tecotzky Mark | Officer | P-Purchase | A | Common shares | 255 | 11.48 | 2.9K | 6,531 | — | ↗ |
| 2016-02-05 | Penn Laurence | Director / Officer | P-Purchase | A | Common shares | 637 | 11.48 | 7.3K | 16,331 | — | ↗ |
| 2016-02-04 | Vranos Michael W | Director / Officer | P-Purchase | A | Common shares | 1,600 | 11.59 | 18.5K | 25,109 | — | ↗ |
| 2016-02-04 | Tecotzky Mark | Officer | P-Purchase | A | Common shares | 399 | 11.59 | 4.6K | 6,276 | — | ↗ |
| 2016-02-04 | Penn Laurence | Director / Officer | P-Purchase | A | Common shares | 1,000 | 11.59 | 11.6K | 15,694 | — | ↗ |
| 2016-02-03 | Vranos Michael W | Director / Officer | P-Purchase | A | Common shares | 1,366 | 11.59 | 15.8K | 23,509 | — | ↗ |
| 2016-02-03 | Tecotzky Mark | Officer | P-Purchase | A | Common shares | 342 | 11.59 | 4.0K | 5,877 | — | ↗ |
| 2016-02-03 | Penn Laurence | Director / Officer | P-Purchase | A | Common shares | 854 | 11.59 | 9.9K | 14,694 | — | ↗ |
| 2016-02-02 | Vranos Michael W | Director / Officer | P-Purchase | A | Common shares | 1,122 | 11.39 | 12.8K | 22,143 | — | ↗ |
| 2016-02-02 | Tecotzky Mark | Officer | P-Purchase | A | Common shares | 281 | 11.39 | 3.2K | 5,535 | — | ↗ |
| 2016-02-02 | Penn Laurence | Director / Officer | P-Purchase | A | Common shares | 701 | 11.39 | 8.0K | 13,840 | — | ↗ |
| 2016-02-01 | Vranos Michael W | Director / Officer | P-Purchase | A | Common shares | 638 | 11.44 | 7.3K | 21,021 | — | ↗ |
| 2016-02-01 | Tecotzky Mark | Officer | P-Purchase | A | Common shares | 159 | 11.44 | 1.8K | 5,254 | — | ↗ |
| 2016-02-01 | Penn Laurence | Director / Officer | P-Purchase | A | Common shares | 399 | 11.44 | 4.6K | 13,139 | — | ↗ |
| 2016-01-29 | Vranos Michael W | Director / Officer | P-Purchase | A | Common shares | 3,960 | 11.30 | 44.7K | 20,383 | — | ↗ |
| 2016-01-29 | Tecotzky Mark | Officer | P-Purchase | A | Common shares | 990 | 11.30 | 11.2K | 5,095 | — | ↗ |
| 2016-01-29 | Penn Laurence | Director / Officer | P-Purchase | A | Common shares | 2,475 | 11.30 | 28.0K | 12,740 | — | ↗ |
| 2016-01-28 | Vranos Michael W | Director / Officer | P-Purchase | A | Common shares | 2,042 | 11.07 | 22.6K | 16,423 | — | ↗ |
| 2016-01-28 | Tecotzky Mark | Officer | P-Purchase | A | Common shares | 510 | 11.07 | 5.6K | 4,105 | — | ↗ |
| 2016-01-28 | Penn Laurence | Director / Officer | P-Purchase | A | Common shares | 1,277 | 11.07 | 14.1K | 10,265 | — | ↗ |
| 2016-01-27 | Vranos Michael W | Director / Officer | P-Purchase | A | Common shares | 1,545 | 11.03 | 17.0K | 14,381 | — | ↗ |
| 2016-01-27 | Tecotzky Mark | Officer | P-Purchase | A | Common shares | 386 | 11.03 | 4.3K | 3,595 | — | ↗ |
| 2016-01-27 | Penn Laurence | Director / Officer | P-Purchase | A | Common shares | 965 | 11.03 | 10.6K | 8,988 | — | ↗ |
| 2016-01-26 | Vranos Michael W | Director / Officer | P-Purchase | A | Common shares | 2,356 | 10.79 | 25.4K | 12,836 | — | ↗ |
| 2016-01-26 | Tecotzky Mark | Officer | P-Purchase | A | Common shares | 589 | 10.79 | 6.4K | 3,209 | — | ↗ |
| 2016-01-26 | Penn Laurence | Director / Officer | P-Purchase | A | Common shares | 1,473 | 10.79 | 15.9K | 8,023 | — | ↗ |
| 2016-01-22 | Vranos Michael W | Director / Officer | P-Purchase | A | Common shares | 2,320 | 10.72 | 24.9K | 10,480 | — | ↗ |
| 2016-01-22 | Tecotzky Mark | Officer | P-Purchase | A | Common shares | 580 | 10.72 | 6.2K | 2,620 | — | ↗ |
| 2016-01-22 | Penn Laurence | Director / Officer | P-Purchase | A | Common shares | 1,450 | 10.72 | 15.5K | 6,550 | — | ↗ |
| 2016-01-20 | Vranos Michael W | Director / Officer | P-Purchase | A | Common shares | 4,713 | 10.04 | 47.3K | 8,160 | — | ↗ |
| 2016-01-20 | Tecotzky Mark | Officer | P-Purchase | A | Common shares | 1,178 | 10.04 | 11.8K | 2,040 | — | ↗ |
| 2016-01-20 | Penn Laurence | Director / Officer | P-Purchase | A | Common shares | 2,945 | 10.04 | 29.6K | 5,100 | — | ↗ |
| 2016-01-15 | Vranos Michael W | Director / Officer | P-Purchase | A | Common shares | 3,447 | 10.72 | 37.0K | 3,447 | — | ↗ |
| 2016-01-15 | Tecotzky Mark | Officer | P-Purchase | A | Common shares | 862 | 10.72 | 9.2K | 862 | — | ↗ |
| 2016-01-15 | Penn Laurence | Director / Officer | P-Purchase | A | Common shares | 2,155 | 10.72 | 23.1K | 2,155 | — | ↗ |
| 2015-12-15 | Mumford Lisa | Officer | A-Award | A | Common shares | 4,529 | 0.00 | — | 4,529 | — | ↗ |
| 2015-12-03 | Miller David | Director | P-Purchase | A | Common shares of beneficial interest | 4,801 | 12.92 | 62.0K | 16,281 | — | ↗ |
| 2015-12-02 | Miller David | Director | P-Purchase | A | Common shares of beneficial interest | 100 | 13.00 | 1.3K | 11,480 | — | ↗ |
| 2015-11-17 | Miller David | Director | P-Purchase | A | Common shares of beneficial interest | 3,786 | 12.97 | 49.1K | 11,380 | — | ↗ |
| 2015-11-16 | Miller David | Director | P-Purchase | A | Common shares of beneficial interest | 1,313 | 12.86 | 16.9K | 7,594 | — | ↗ |
| 2015-11-10 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 20,346 | 13.16 | 267.8K | 2,682,097 | — | ↗ |
| 2015-11-09 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 56,152 | 12.77 | 717.1K | 2,661,751 | — | ↗ |
| 2015-11-06 | Blackstone Holdings III L.P. | 10% Owner | P-Purchase | A | Common Stock | 50,000 | 12.47 | 623.5K | 2,605,599 | — | ↗ |
| 2015-09-15 | SIMON RONALD I | Director | A-Award | A | Common shares of beneficial interest | 2,307 | 0.00 | — | 9,665 | — | ↗ |
| 2015-09-15 | ROBARDS THOMAS F | Director | A-Award | A | Common shares of beneficial interest | 2,307 | 0.00 | — | 6,281 | — | ↗ |
| 2015-09-15 | Miller David | Director | A-Award | A | Common shares of beneficial interest | 2,307 | 0.00 | — | 6,281 | — | ↗ |
| 2015-09-15 | Allardice Robert B. III | Director | A-Award | A | Common shares of beneficial interest | 2,307 | 0.00 | — | 6,281 | — | ↗ |
| 2014-09-11 | SIMON RONALD I | Director | A-Award | A | Common shares of beneficial interest | 2,358 | 0.00 | — | 8,974 | — | ↗ |
| 2014-09-11 | ROBARDS THOMAS F | Director | A-Award | A | Common shares of beneficial interest | 2,358 | 0.00 | — | 3,974 | — | ↗ |
| 2014-09-11 | Miller David | Director | A-Award | A | Common shares of beneficial interest | 2,358 | 0.00 | — | 3,974 | — | ↗ |
| 2014-09-11 | Allardice Robert B. III | Director | A-Award | A | Common shares of beneficial interest | 2,358 | 0.00 | — | 3,974 | — | ↗ |
| 2013-09-23 | SIMON RONALD I | Director | A-Award | A | Common shares of beneficial interest | 1,616 | 0.00 | — | 6,616 | — | ↗ |
| 2013-09-23 | ROBARDS THOMAS F | Director | A-Award | A | Common shares of beneficial interest | 1,616 | 0.00 | — | 1,616 | — | ↗ |
| 2013-09-23 | Miller David | Director | A-Award | A | Common shares of beneficial interest | 1,616 | 0.00 | — | 1,616 | — | ↗ |
| 2013-09-23 | Allardice Robert B. III | Director | A-Award | A | Common shares of beneficial interest | 1,616 | 0.00 | — | 1,616 | — | ↗ |
| 2013-08-29 | SIMON RONALD I | Director | P-Purchase | A | Common shares | 1,500 | 15.03 | 22.5K | 5,000 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2023 | JR Herlihy Chief Operating Officer | 51.0K | 90.4K | 63.8K | — | — | 11.5K | 216.7K | 29.42% | ↗ |
| 2 | 2023 | Christopher Smernoff Chief Financial Officer | 43.4K | 44.0K | 28.2K | — | — | 5.5K | 121.1K | 23.25% | ↗ |
| 3 | 2022 | JR Herlihy Chief Operating Officer | 49.3K | 64.4K | 58.2K | — | — | 11.3K | 183.2K | 31.79% | ↗ |
| 4 | 2022 | Christopher Smernoff Chief Financial Officer | 45.8K | 42.4K | 28.6K | — | — | 5.4K | 122.2K | 23.40% | ↗ |
| 5 | 2021 | JR Herlihy Chief Operating Officer | 49.5K | 58.5K | 81.0K | — | — | 11.1K | 200.1K | 40.49% | ↗ |
| 6 | 2021 | Christopher Smernoff Chief Financial Officer | 47.7K | 37.6K | 36.8K | — | — | 6.1K | 128.2K | 28.74% | ↗ |
| 7 | 2020 | JR Herlihy Chief Operating Officer | 50.0K | 56.8K | 73.2K | — | — | 7.2K | 187.2K | 39.10% | ↗ |
| 8 | 2020 | Christopher Smernoff Chief Financial Officer | 44.8K | 38.8K | 37.8K | — | — | 4.5K | 126.0K | 30.04% | ↗ |
| 9 | 2019 | JR Herlihy Chief Operating Officer | 44.8K | 43.4K | 50.7K | — | — | 4.8K | 143.7K | 35.30% | ↗ |
| 10 | 2019 | Christopher Smernoff Chief Financial Officer | 43.1K | 35.3K | 31.8K | — | — | 2.9K | 113.2K | 28.13% | ↗ |
| 11 | 2018 | JR Herlihy Chief Operating Officer | 41.6K | 43.7K | 43.7K | — | — | — | 129.0K | 33.88% | ↗ |
| 12 | 2018 | Christopher Smernoff Chief Financial Officer | 40.0K | 33.4K | 26.6K | — | — | 1.3K | 101.3K | 26.28% | ↗ |
| 13 | 2018 | Lisa Mumford Former Chief Financial Officer | 12.5K | 28.1K | — | — | — | 7.6K | 48.2K | 0.00% | ↗ |
| 14 | 2017 | Lisa Mumford Chief Financial Officer | 52.0K | 85.3K | 45.8K | — | — | 8.8K | 191.8K | 23.86% | ↗ |
| 15 | 2017 | Lisa Mumford Former Chief Financial Officer | 52.0K | 85.3K | 45.8K | — | — | 8.8K | 191.8K | 23.86% | ↗ |
| 16 | 2016 | Lisa Mumford Chief Financial Officer | 47.5K | 77.9K | 41.8K | — | — | 8.1K | 175.3K | 23.85% | ↗ |
| 17 | 2015 | Lisa Mumford Chief Financial Officer | 55.0K | 95.7K | 52.8K | — | — | — | 203.5K | 25.95% | ↗ |
| 18 | 2014 | Lisa Mumford Chief Financial Officer | 65.0K | 175.5K | — | — | — | — | 240.5K | 0.00% | ↗ |
| 19 | 2013 | Lisa Mumford Chief Financial Officer | 55.0K | 132.0K | — | — | — | — | 187.0K | 0.00% | ↗ |
No CEO compensation history available.
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Christopher Smernoff | Chief Financial Officer | 92.9K | male |
| Daniel Reuven Margolis | General Counsel | — | male |
| Gregory Morris Borenstein | Portfolio Manager | — | male |
| J. R. Herlihy | Chief Operating Officer & Treasurer | — | male |
| Laurence Eric Penn | Chief Executive Officer, President & Trustee | — | male |
| Mark Ira Tecotzky | Executive Vice President | — | male |
| Michael William Vranos | Portfolio Manager & Board Member | — | male |
| Alaael-Deen Shilleh | Associate General Counsel & Secretary | — | male |
| Vincent Ambrico | Controller | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for EARN
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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