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Emerald Holding, Inc. (EEX)

USD5.04 +0.01 (+0.20%)
US NYSE Communication Services Advertising Agencies
Address 100 Broadway 10005
New York City, NY, US
CEO Herve Sedky
IPO 2017-04-28
CIK 1579214 ISIN US29103W1045

Explore sections of this company profile

Description

Emerald Holding, Inc. specializes in orchestrating business-to-business (B2B) industry exhibitions across the United States. These events span a diverse array of sectors, including retail, architecture and construction, technology, industrial equipment, and protective solutions. Beyond live expos, the company also maintains digital content and marketing platforms, along with related online offerings, and publishes various print materials. Furthermore, Emerald operates the Elastic Suite platform, designed to simplify the wholesale purchasing journey for both brands and their retail clients, as well as the Flex platform. Founded in 2013 as Emerald Expositions Events, Inc., the firm maintains its headquarters in New York City.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD5.04 +0.01 (+0.20%)
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Volume Profile
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Liquidity & share structure
Average Volume
275.5K
Beta
0.57
Float Shares
16.72M
Free Float %
8.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+9.19% +9.19% +12.13% +5.05% +22.00% +11.63% +5.72% +48.96% -1.19% -74.41% -74.41%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (5 ratings, all time) Hold
Price Targets & DCF
Current price
5.04
Low 7.80 +54.8%
Consensus 7.90 +56.7%
Median 7.90 +56.7%
High 8.00 +58.7%
DCF (Unlevered) 3.79 -24.7%
DCF (Levered) 4.73 -6.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 2
7.90
+56.7%
Quality scores
Altman Z-Score
0.32
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Advertising Agencies: +8.1%
    +16.2% Q1'26: +5.2% (vs Q1'25)
  • EPS growth Advertising Agencies: +38.8%
    -123.9% Q1'26: -47.5% (vs Q1'25)
  • FCF margin FCF growth · Advertising Agencies: +39.2%
    +6.6% Q1'26: +18.3% (vs Q1'25)
  • EBIT margin Advertising Agencies: +7.9%
    +18.3% Q1'26: +0.0% (vs Q1'25)
  • ROIC Advertising Agencies: +6.8%
    +10.0% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Advertising Agencies: +0.0%
    +26.9% Q1'26: -0.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Advertising Agencies: -1.31×
    4.43× Q1'26: 0.09× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.55) × ERP
WACC = 66% × Ke + 34% × Kd (9.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 3.79 Current price: 5.04
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 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
2 Rev. Ana.
1 EPS Ana.
Dec 2027
2 Rev. Ana.
1 EPS Ana.
Revenue
341.70M
est: 344.28M (-0.7%)
380.70M
est: 377.18M (+0.9%)
360.90M
est: 362.14M (-0.3%)
127.40M
est: 150.78M (-15.5%)
145.50M
est: 170.00M (-14.4%)
325.90M
est: 250.00M (+30.4%)
382.80M
est: 393.40M (-2.7%)
398.80M
est: 400.00M (-0.3%)
463.40M
est: 461.50M (+0.4%)
493.00M
492.80M – 493.20M
+6.8% YoY
526.80M
526.00M – 527.60M
+6.9% YoY
EBITDA
128.30M
est: 123.42M (+4.0%)
42.80M
est: -10.86B (+100.4%)
27.30M
est: 23.10M (+18.2%)
-618.70M
est: -603.22M (-2.6%)
-14.20M
est: 12.77M (-211.2%)
245.40M
est: 8.97M (+2,635.7%)
85.40M
est: 105.26M (-18.9%)
83.60M
est: 107.02M (-21.9%)
115.70M
est: 123.48M (-6.3%)
131.91M
131.85M – 131.96M
+6.8% YoY
140.95M
140.74M – 141.16M
+6.9% YoY
EBIT
85.10M
est: 71.41M (+19.2%)
-4.00M
est: -12.20B (+100.0%)
-24.70M
est: -21.88M (-12.9%)
-670.60M
est: -719.65M (+6.8%)
-65.10M
est: -111.11M (+41.4%)
182.50M
est: -111.34M (+263.9%)
40.40M
est: 42.45M (-4.8%)
55.30M
est: 43.16M (+28.1%)
84.70M
est: 49.80M (+70.1%)
53.20M
53.18M – 53.22M
+6.8% YoY
56.85M
56.76M – 56.93M
+6.9% YoY
Net Income
81.80M
est: 119.22M (-31.4%)
-25.10M
est: -9.82B (+99.7%)
-50.00M
est: -44.66M (-11.9%)
-633.60M
est: -713.57M (+11.2%)
-79.70M
est: -142.74M (+44.2%)
70.60M
est: -139.28M (+150.7%)
-8.20M
est: -76.56M (+89.3%)
2.20M
est: 23.85M (-90.8%)
-30.70M
est: 11.92M (-357.5%)
38.75M
38.70M – 38.80M
+225.0% YoY
52.66M
52.60M – 52.73M
+35.9% YoY
SGA
98.40M
est: 189.56M (-48.1%)
112.60M
est: 237.17M (-52.5%)
127.00M
est: 161.74M (-21.5%)
111.60M
est: -53.68M (+307.9%)
133.60M
est: -29.20M (+557.5%)
159.00M
est: -15.59M (+1,119.6%)
177.10M
est: 219.39M (-19.3%)
159.20M
est: 223.07M (-28.6%)
241.20M
est: 257.37M (-6.3%)
274.94M
274.83M – 275.05M
+6.8% YoY
293.79M
293.34M – 294.24M
+6.9% YoY
EPS
1.19
est: 1.05 (+12.6%)
-0.34
est: 1.31 (-126.4%)
-0.70
est: 0.91 (-176.6%)
-9.09
est: 0.59 (-1,643.0%)
-1.62
est: 1.20 (-235.3%)
0.46
est: 0.71 (-35.1%)
-0.78
est: -0.39 (-103.7%)
-0.07
est: 0.12 (-155.8%)
-0.15
est: 0.06 (-350.0%)
0.20
0.19 – 0.20
+225.0% YoY
0.27
0.26 – 0.27
+35.9% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-11 Maxim Group Buy Hold Downgrade
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-05-08 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-05-07 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-05-06 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-05-05 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-05-04 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-05-01 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-30 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-29 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-28 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-27 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-24 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-23 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-22 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-21 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
59.55M
OE per share TTM
0.30
Owner's Yield
6.03%
Maintenance CapEx ratio
1.73%
Maint CapEx / Avg PPE
4.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
10
Total invested
928.6K
Insider transactions (90d)
0
Beneficial owners (>5%)
21
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Gerald W. Schwartz 47.06M 66.00% 47.06M 47.06M IN 2020-02-14
2 Onex Corporation 46.59M 65.30% 46.59M 46.59M CO 2020-02-14
3 Onex Partners GP Inc. 35.04M 49.10% 35.04M 35.04M CO 2020-02-14
4 Onex Partners III GP LP 35.04M 49.10% 35.04M 35.04M PN 2020-02-14
5 Onex Partners Manager GP ULC 35.04M 49.10% 35.04M 35.04M OO 2020-02-14
6 Onex Partners Manager LP 35.04M 49.10% 35.04M 35.04M PN 2020-02-14
7 Onex Partners III LP 33.14M 46.40% 33.14M 33.14M PN 2020-02-14
8 Onex Private Equity Holdings LLC 11.55M 16.20% 11.55M 11.55M OO 2020-02-14
9 Expo EI II LLC 11.13M 15.60% 11.13M 11.13M OO 2020-02-14
10 Expo EI III LLC 11.13M 15.60% 11.13M 11.13M OO 2020-02-14
11 Expo EI LLC 11.13M 15.60% 11.13M 11.13M OO 2020-02-14
12 OAH Wind LLC 11.13M 15.60% 11.13M 11.13M OO 2020-02-14
13 Onex American Holdings Subco LLC 11.13M 15.60% 11.13M 11.13M OO 2020-02-14
14 Onex Expo SARL 11.13M 15.60% 11.13M 11.13M CO 2020-02-14
15 1597257 Ontario Inc. 470.6K 0.70% 470.6K 470.6K CO 2020-02-14
16 New PCo II Investments Ltd. 470.6K 0.70% 470.6K 470.6K OO 2020-02-14
17 Onex Advisor Subco III LLC 470.6K 0.70% 470.6K 470.6K OO 2020-02-14
18 Onex American Holdings GP LLC 423.2K 0.60% 423.2K 423.2K OO 2020-02-14
19 Onex US Principals LP 423.2K 0.60% 423.2K 423.2K PN 2020-02-14
20 Onex Partners III PV LP 420.1K 0.60% 420.1K 420.1K PN 2020-02-14
21 Onex Partners III Select LP 106.6K 0.10% 106.6K 106.6K PN 2020-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
10
-61 vs prev Q
New positions
1
Closed positions
62
Increased
3
Reduced
0
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 ADVISORY RESEARCH INC 1.79M +13.0K (+0.7%) 8.00M -1.0M (-11.5%) 0.90% +0.010 pp 1.01% -0.182 pp USD4.73 -5.5% 11 qtrs
2 MSD PARTNERS, L.P. 1.40M +333.7K (+31.3%) 6.26M +830.3K (+15.3%) 0.71% +0.171 pp 5.77% +2.168 pp USD4.39 +1.8% 5 qtrs
3 BLACKROCK, INC. 1.16M +19.4K (+1.7%) 5.21M -623.4K (-10.7%) 0.59% +0.012 pp 0.00% +0.000 pp USD4.98 -10.2% 6 qtrs
4 RAYMOND JAMES FINANCIAL INC 596.6K +67.1K (+12.7%) 2.67M -28.6K (-1.1%) 0.30% +0.035 pp 0.00% +0.000 pp USD4.78 -6.5% 5 qtrs
5 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 586.4K +— (+0.0%) 2.62M -363.6K (-12.2%) 0.30% +0.001 pp 0.01% -0.001 pp USD3.28 +36.3% 24 qtrs
6 VANGUARD GROUP INC 338.8K -71.5K (-17.4%) 1.51M -574.1K (-27.5%) 0.17% -0.035 pp 0.00% +0.000 pp USD5.04 -11.3% 24 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 335.2K -5.5K (-1.6%) 1.50M -235.9K (-13.6%) 0.17% -0.002 pp 0.00% +0.000 pp USD3.87 +15.5% 24 qtrs
8 BANK OF NEW YORK MELLON CORP 321.1K -132.3K (-29.2%) 1.44M -872.5K (-37.8%) 0.16% -0.066 pp 0.00% 0.000 pp USD4.78 -6.5% 24 qtrs
9 HRT FINANCIAL LP 278.2K -36.4K (-11.6%) 1.24M -358.0K (-22.4%) 0.14% -0.018 pp 0.00% -0.002 pp USD4.99 -10.4% 6 qtrs
10 STATE STREET CORP 241.7K +2.4K (+1.0%) 1.08M -137.7K (-11.3%) 0.12% +0.002 pp 0.00% +0.000 pp USD3.69 +21.1% 24 qtrs
11 RENAISSANCE TECHNOLOGIES LLC 177.2K -10.6K (-5.6%) 791.9K -163.8K (-17.1%) 0.09% -0.005 pp 0.00% +0.000 pp USD4.01 +11.5% 24 qtrs
12 NORTHERN TRUST CORP 150.1K -5.0K (-3.2%) 670.8K -118.6K (-15.0%) 0.08% -0.002 pp 0.00% +0.000 pp USD3.95 +13.2% 24 qtrs
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 120.1K -10.0 (0.0%) 536.9K -74.5K (-12.2%) 0.06% +0.000 pp 0.00% +0.000 pp USD4.74 -5.7% 24 qtrs
14 INSPIRE INVESTING, LLC 106.9K +16.8K (+18.7%) 477.7K +19.3K (+4.2%) 0.05% +0.009 pp 0.04% -0.002 pp USD4.13 +8.2% 4 qtrs
15 CONTRARIAN CAPITAL MANAGEMENT, L.L.C. 93.1K -785.9K (-89.4%) 416.2K -4.1M (-90.7%) 0.05% -0.395 pp 0.11% -1.019 pp USD4.15 +7.7% 15 qtrs
16 AMERIPRISE FINANCIAL INC 86.1K +— (+0.0%) 384.9K -53.4K (-12.2%) 0.04% +0.000 pp 0.00% +0.000 pp USD3.63 +23.1% 24 qtrs
17 JANE STREET GROUP, LLC 82.0K +57.9K (+239.7%) 366.7K +243.8K (+198.3%) 0.04% +0.029 pp 0.00% +0.000 pp USD4.63 -3.5% 7 qtrs
18 MORGAN STANLEY 64.9K +13.3K (+25.9%) 290.2K +27.7K (+10.5%) 0.03% +0.007 pp 0.00% +0.000 pp USD4.71 -5.1% 24 qtrs
19 GOLDMAN SACHS GROUP INC 59.1K +4.1K (+7.5%) 264.0K -15.6K (-5.6%) 0.03% +0.002 pp 0.00% +0.000 pp USD4.92 -9.1% 24 qtrs
20 DEUTSCHE BANK AG\ 41.5K +2.1K (+5.2%) 185.6K -15.2K (-7.6%) 0.02% +0.001 pp 0.00% +0.000 pp USD5.06 -11.7% 2 qtrs
21 AMERICAN CENTURY COMPANIES INC 39.8K +— (+0.0%) 177.8K -24.7K (-12.2%) 0.02% +0.000 pp 0.00% +0.000 pp USD4.82 -7.3% 5 qtrs
22 BARCLAYS PLC 39.7K +17.7K (+80.8%) 177.6K +67.9K (+61.9%) 0.02% +0.009 pp 0.00% +0.000 pp USD4.77 -6.3% 16 qtrs
23 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 39.0K +14.4K (+58.4%) 174.2K +49.0K (+39.1%) 0.02% +0.007 pp 0.00% +0.000 pp USD4.86 -8.0% 14 qtrs
24 UBS GROUP AG 34.8K +395.0 (+1.1%) 155.6K -19.6K (-11.2%) 0.02% +0.000 pp 0.00% +0.000 pp USD4.80 -6.9% 24 qtrs
25 CITADEL ADVISORS LLC 31.4K -60.9K (-66.0%) 140.2K -329.5K (-70.2%) 0.02% -0.031 pp 0.00% 0.000 pp USD5.03 -11.1% 15 qtrs
26 HSBC HOLDINGS PLC 30.4K -1.9K (-6.0%) 133.8K -28.6K (-17.6%) 0.02% -0.001 pp 0.00% +0.000 pp USD4.84 -7.6% 8 qtrs
27 SQUAREPOINT OPS LLC 27.4K -19.9K (-42.1%) 122.6K -118.5K (-49.1%) 0.01% -0.010 pp 0.00% 0.000 pp USD4.96 -9.9% 6 qtrs
28 FMR LLC 26.2K +7.7K (+41.3%) 117.2K +22.8K (+24.1%) 0.01% +0.004 pp 0.00% +0.000 pp USD4.54 -1.5% 24 qtrs
29 FIRST MANHATTAN CO. LLC. 21.8K -3.6K (-14.1%) 97.3K -31.7K (-24.6%) 0.01% -0.002 pp 0.00% 0.000 pp USD3.03 +47.5% 22 qtrs
30 ALLIANCEBERNSTEIN L.P. 20.6K +— (+0.0%) 92.1K -12.8K (-12.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD5.35 -16.4% 7 qtrs
31 NUVEEN, LLC 19.9K +— (+0.0%) 89.0K -12.3K (-12.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD3.93 +13.7% 4 qtrs
32 SEI INVESTMENTS CO 18.6K +— (+0.0%) 83.1K -11.5K (-12.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD2.99 +49.5% 24 qtrs
33 BREVAN HOWARD CAPITAL MANAGEMENT LP 16.7K +16.7K (+100.0%) 74.7K +74.7K (+100.0%) 0.01% +0.008 pp 0.00% +0.001 pp USD4.47 +0.0% 1 qtrs NEW
34 LOS ANGELES CAPITAL MANAGEMENT LLC 16.5K -19.6K (-54.4%) 73.2K -110.5K (-60.1%) 0.01% -0.010 pp 0.00% 0.000 pp USD4.85 -7.8% 3 qtrs
35 WELLS FARGO & COMPANY/MN 15.3K +6.8K (+79.0%) 68.4K +24.9K (+57.2%) 0.01% +0.003 pp 0.00% +0.000 pp USD4.69 -4.7% 24 qtrs
36 RITHOLTZ WEALTH MANAGEMENT 15.0K +15.0K (+100.0%) 67.0K +67.0K (+100.0%) 0.01% +0.008 pp 0.00% +0.001 pp USD4.47 +0.0% 1 qtrs NEW
37 XTX TOPCO LTD 14.4K +1.7K (+13.8%) 64.2K -39.0 (-0.1%) 0.01% +0.001 pp 0.00% -0.002 pp USD4.78 -6.5% 5 qtrs
38 AQR CAPITAL MANAGEMENT LLC 13.5K -3.0K (-18.1%) 60.3K -23.5K (-28.0%) 0.01% -0.002 pp 0.00% +0.000 pp USD4.87 -8.2% 3 qtrs
39 COPELAND CAPITAL MANAGEMENT, LLC 13.0K +— (+0.0%) 58.3K -8.1K (-12.2%) 0.01% +0.000 pp 0.00% 0.000 pp USD4.60 -2.8% 5 qtrs
40 RHUMBLINE ADVISERS 12.1K -2.2K (-15.5%) 54.2K -18.8K (-25.8%) 0.01% -0.001 pp 0.00% +0.000 pp USD4.84 -7.6% 11 qtrs
41 BANK OF AMERICA CORP /DE/ 11.8K +748.0 (+6.8%) 52.8K -3.5K (-6.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD4.01 +11.5% 24 qtrs
42 TWO SIGMA SECURITIES, LLC 11.4K -1.8K (-13.4%) 51.1K -16.1K (-23.9%) 0.01% -0.001 pp 0.01% -0.003 pp USD4.84 -7.6% 5 qtrs
43 MILLENNIUM MANAGEMENT LLC 10.2K -11.8K (-53.7%) 45.7K -66.6K (-59.3%) 0.01% -0.006 pp 0.00% +0.000 pp USD4.90 -8.8% 21 qtrs
44 RUSSELL INVESTMENTS GROUP, LTD. 7.0K +3.9K (+127.0%) 31.1K +15.5K (+99.3%) 0.00% +0.002 pp 0.00% +0.000 pp USD4.69 -4.7% 7 qtrs
45 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 6.9K +— (+0.0%) 30.8K -4.3K (-12.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.85 -7.8% 3 qtrs
46 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 6.5K +220.0 (+3.5%) 29.2K -2.9K (-9.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.36 -16.6% 7 qtrs
47 STATE OF ALASKA, DEPARTMENT OF REVENUE 6.1K +— (+0.0%) 27.0K -4.0K (-12.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.09 -12.2% 2 qtrs
48 JPMORGAN CHASE & CO 5.9K +7.0 (+0.1%) 26.4K -3.6K (-12.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.19 -13.9% 12 qtrs
49 3.6K +— (+0.0%) 15.9K -2.2K (-12.2%) 0.00% +0.000 pp 0.01% -0.002 pp USD5.09 -12.2% 2 qtrs
50 BNP PARIBAS ARBITRAGE, SNC 3.2K +232.0 (+7.8%) 14.4K -814.0 (-5.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.92 -9.1% 5 qtrs
51 NEW YORK STATE COMMON RETIREMENT FUND 2.8K +— (+0.0%) 12.7K -1.8K (-12.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.72 -5.3% 11 qtrs
52 TOWER RESEARCH CAPITAL LLC (TRC) 2.3K +22.0 (+0.9%) 10.5K -1.3K (-11.4%) 0.00% +0.000 pp 0.00% 0.000 pp USD4.73 -5.5% 23 qtrs
53 ROYAL BANK OF CANADA 2.3K -115.8K (-98.0%) 10.0K -591.0K (-98.3%) 0.00% -0.058 pp 0.00% 0.000 pp USD4.85 -7.8% 12 qtrs
54 LEGAL & GENERAL GROUP PLC 1.6K +— (+0.0%) 7.1K -998.0 (-12.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.24 +5.4% 11 qtrs
55 AMERITAS INVESTMENT PARTNERS, INC. 1.3K +— (+0.0%) 5.8K -799.0 (-12.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.10 +9.0% 11 qtrs
56 US BANCORP \DE\ 1.0K +— (+0.0%) 4.6K -633.0 (-12.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.09 -12.2% 2 qtrs
57 TD WATERHOUSE CANADA INC. 1.0K +— (+0.0%) 4.4K -476.0 (-9.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.97 +12.6% 17 qtrs
58 CWM, LLC 992.00 -321.0 (-24.4%) 4.0K -3.0K (-42.9%) 0.00% 0.000 pp 0.00% +0.000 pp USD4.77 -6.3% 6 qtrs
59 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 858.00 -244.0 (-22.1%) 3.8K -1.8K (-31.6%) 0.00% 0.000 pp 0.00% +0.000 pp USD4.10 +9.0% 11 qtrs
60 AMALGAMATED BANK 437.00 -89.0 (-16.9%) 2.0K -1.0K (-33.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.10 +9.0% 11 qtrs
61 CITIGROUP INC 315.00 -274.0 (-46.5%) 1.4K -1.6K (-53.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD5.25 -14.9% 24 qtrs
62 ADVISOR GROUP HOLDINGS, INC. 254.00 +1.0 (+0.4%) 1.1K -152.0 (-11.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.70 -4.9% 7 qtrs
63 OPTIVER HOLDING B.V. 252.00 +— (+0.0%) 1.1K -157.0 (-12.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.09 -12.2% 2 qtrs
64 SAGEVIEW ADVISORY GROUP, LLC 179.00 +179.0 (+100.0%) 801.00 +801.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.47 +0.0% 1 qtrs NEW
65 STERLING CAPITAL MANAGEMENT LLC 90.00 +56.0 (+164.7%) 402.00 +229.0 (+132.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.60 -2.8% 6 qtrs
66 NISA INVESTMENT ADVISORS, LLC 79.00 -193.0 (-71.0%) 353.00 -1.0K (-74.5%) 0.00% 0.000 pp 0.00% +0.000 pp USD4.35 +2.8% 7 qtrs
67 EVERSOURCE WEALTH ADVISORS, LLC 69.00 -7.0 (-9.2%) 308.00 -79.0 (-20.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.28 +4.4% 5 qtrs
68 TRUE WEALTH DESIGN, LLC 10.00 -1.0 (-9.1%) 45.00 -11.0 (-19.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.90 +14.6% 4 qtrs
69 SBI SECURITIES CO., LTD. 7.00 +7.0 (+100.0%) 31.00 +31.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.43 +0.9% 1 qtrs NEW
70 ALLWORTH FINANCIAL LP 2.00 +— (+0.0%) 9.00 -2.0 (-18.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 -10.6% 2 qtrs
71 IFP ADVISORS, INC 1.00 +— (+0.0%) 4.00 -1.0 (-20.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 -10.6% 2 qtrs
72 FEDERATION DES CAISSES DESJARDINS DU QUEBEC -2.0K (-100.0%) -10.2K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 6 qtrs SOLD
73 SRS CAPITAL ADVISORS, INC. -275.0 (-100.0%) -1.4K (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
74 CLEARSTEAD ADVISORS, LLC -112.0 (-100.0%) -571.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 3 qtrs SOLD
75 QUBE RESEARCH & TECHNOLOGIES LTD -24.4K (-100.0%) -124.1K (-100.0%) 0.00% -0.012 pp 0.00% 0.000 pp USD 8 qtrs SOLD
76 CIBC WORLD MARKET INC. -200.0K (-100.0%) -1.0M (-100.0%) 0.00% -0.101 pp 0.00% -0.002 pp USD 6 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 32 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Inspire Small/Mid Cap ETF ISMD 0.20% 666.3K 0.53%
2 WisdomTree U.S. SmallCap Dividend Fund DES 0.07% 1.47M 0.38%
3 iShares Micro-Cap ETF IWC 0.01% 208.9K 0.60%
4 iShares Russell 2000 Growth ETF IWO 0.00% 686.6K 0.24%
5 Vanguard Russell 2000 Growth ETF VTWG 0.00% 67.1K 0.06%
6 Avantis U.S. Small Cap Equity ETF AVSC 0.00% 87.3K 0.25%
7 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.00% 65.9K 0.30%
8 Global X - Russell 2000 ETF RSSL 0.00% 29.6K 0.08%
9 Invesco Russell 2000 UCITS ETF RTYS.L 0.00% 6.4K 0.25%
10 Vanguard Russell 2000 ETF VTWO 0.00% 345.1K 0.06%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.86
Neutral
Ratio by volume
0.40
Bearish
Buys
6
Sells
7
Shares acquired
139.5K
Shares disposed
349.0K
Cash buys
Cash sales
Net activity
-209,464
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-02-25 Skala Emmanuelle Director A-Award A Common Stock 23,255 0.00 130,609 D
2026-02-25 Levin David Saul Director A-Award A Common Stock 23,255 0.00 314,253 D
2026-02-25 Klinger Lisa Director A-Award A Common Stock 23,255 0.00 130,169 D
2026-02-25 Hyatt Todd S. Director A-Award A Common Stock 23,255 0.00 137,359 D
2026-02-25 CLARIZIO LYNDA M Director A-Award A Common Stock 23,255 0.00 137,708 D
2026-02-25 Alicea Michael Director A-Award A Common Stock 23,255 0.00 145,109 D
2026-01-07 Sedky Herve Officer D-Return D Common Stock 96,412 4.62 445.4K 437,427 D
2026-01-07 Puceta Danielle Officer D-Return D Common Stock 22,382 4.62 103.4K 43,446 D
2026-01-07 Jouaneh Issa Officer D-Return D Common Stock 88,542 4.62 409.1K 181,875 D
2026-01-07 Doft David B. Officer D-Return D Common Stock 71,621 4.62 330.9K 154,384 D
2026-01-07 Altschul Sara Officer D-Return D Common Stock 36,155 4.62 167.0K 70,182 D
2026-01-04 Sedky Herve Officer F-InKind D Common Stock 26,463 4.55 120.4K 533,839 D
2026-01-04 Doft David B. Officer F-InKind D Common Stock 7,419 4.55 33.8K 226,005 D
2025-12-31 Levin David Saul Director 0 0.00 0
2025-06-09 Jouaneh Issa Officer P-Purchase A Common Stock 10,000 4.78 47.8K 270,417 D
2025-05-09 Doft David B. Officer G-Gift D Common Stock 22,500 0.00 233,424 D
2025-05-08 Doft David B. Officer G-Gift D Common Stock 18,185 0.00 255,924 D
2025-02-26 Skala Emmanuelle Director A-Award A Common Stock 24,213 0.00 107,354 D
2025-02-26 Sedky Herve Officer A-Award A Common Stock 283,565 0.00 560,302 D
2025-02-26 Puceta Danielle Officer A-Award A Common Stock 65,828 0.00 65,828 D
2025-02-26 Levin David Saul Director A-Award A Common Stock 24,213 0.00 289,181 D
2025-02-26 Klinger Lisa Director A-Award A Common Stock 24,213 0.00 106,914 D
2025-02-26 Jouaneh Issa Officer A-Award A Stock Option (Right to Buy) 600,000 4.13 2.48M 600,000 D
2025-02-26 Hyatt Todd S. Director A-Award A Common Stock 24,213 0.00 114,104 D
2025-02-26 Doft David B. Officer A-Award A Common Stock 210,649 0.00 274,109 D
2025-02-26 CLARIZIO LYNDA M Director A-Award A Common Stock 24,213 0.00 114,453 D
2025-02-26 Altschul Sara Officer A-Award A Common Stock 106,337 0.00 106,337 D
2025-02-26 Alicea Michael Director A-Award A Common Stock 24,213 0.00 121,854 D
2025-01-04 Sedky Herve Officer F-InKind D Common Stock 24,439 4.83 118.0K 276,737 D
2025-01-04 Doft David B. Officer F-InKind D Common Stock 6,563 4.83 31.7K 63,460 D
2024-05-14 Altschul Sara Officer D Stock Option (Right to Buy) 200,000 5.92 1.18M 0
2024-05-13 Doft David B. Officer G-Gift D Common Stock 10,400 0.00 70,023
2024-05-10 Doft David B. Officer G-Gift D Common Stock 10,200 0.00 80,423
2024-05-09 Doft David B. Officer G-Gift D Common Stock 11,150 0.00 90,623
2024-05-02 Onex Private Equity Holdings LLC 10% Owner M-Exempt D Series A Convertible Participating Preferred Stock 69,718,919 0.00 0 I
2024-05-02 ONEX CORP 10% Owner M-Exempt D Series A Convertible Participating Preferred Stock 69,718,919 0.00 0 I
2024-02-27 Skala Emmanuelle Director A-Award A Common Stock 15,175 0.00 83,141
2024-02-27 Levin David Saul Director A-Award A Common Stock 15,175 0.00 264,968
2024-02-27 Klinger Lisa Director A-Award A Common Stock 15,175 0.00 82,701
2024-02-27 Hyatt Todd S. Director A-Award A Common Stock 15,175 0.00 89,891
2024-02-27 CLARIZIO LYNDA M Director A-Award A Common Stock 15,175 0.00 90,240
2024-02-27 Alicea Michael Director A-Award A Common Stock 15,175 0.00 97,641
2024-02-14 Field Brian Officer F-InKind D Common Stock 4,702 6.49 30.5K 117,770
2024-01-04 Sedky Herve Officer F-InKind D Common Stock 25,850 5.75 148.6K 301,176
2024-01-04 Field Brian Officer F-InKind D Common Stock 6,081 5.75 35.0K 122,472
2024-01-04 Doft David B. Officer F-InKind D Common Stock 6,468 5.75 37.2K 101,773
2024-01-01 Doft David B. Officer F-InKind D Common Stock 5,717 5.98 34.2K 108,241
2023-12-21 Onex OP V Holdings SARL 10% Owner I Series A Convertible Participating Preferred Stock 181,043,085 0.00 0
2023-03-14 Charles William Officer F-InKind D Common Stock 1,368 3.40 4.7K 14,418
2023-03-07 Skala Emmanuelle Director A-Award A Common Stock 19,084 0.00 67,966
2023-03-07 Levin David Saul Director A-Award A Common Stock 19,084 0.00 249,793
2023-03-07 Klinger Lisa Director A-Award A Common Stock 19,084 0.00 67,526
2023-03-07 Hyatt Todd S. Director A-Award A Common Stock 19,084 0.00 74,716
2023-03-07 CLARIZIO LYNDA M Director A-Award A Common Stock 19,084 0.00 75,065
2023-03-07 Alicea Michael Director A-Award A Common Stock 19,084 0.00 82,466
2023-03-01 Sedky Herve Officer A-Award A Stock Option (Right to Buy) 3,346,670 3.81 12.75M 3,346,670
2023-03-01 Sayetta Stacey Officer A-Award A Stock Option (Right to Buy) 50,000 3.81 190.5K 50,000
2023-03-01 Puceta Danielle Officer A-Award A Stock Option (Right to Buy) 80,000 3.81 304.8K 80,000
2023-03-01 Jouaneh Issa Officer A-Award A Stock Option (Right to Buy) 150,000 3.81 571.5K 150,000
2023-03-01 Doft David B. Officer A-Award A Stock Option (Right to Buy) 2,277,116 3.81 8.68M 2,277,116
2023-03-01 Charles William Officer A-Award A Stock Option (Right to Buy) 50,000 3.81 190.5K 50,000
2023-02-14 Field Brian Officer F-InKind D Common Stock 5,169 3.98 20.6K 128,553
2023-02-14 Charles William Officer F-InKind D Common Stock 2,882 3.98 11.5K 15,786
2023-01-04 Sedky Herve Officer F-InKind D Common Stock 26,393 3.57 94.2K 286,606
2023-01-04 Field Brian Officer F-InKind D Common Stock 6,081 3.57 21.7K 133,722
2023-01-04 Doft David B. Officer F-InKind D Common Stock 7,419 3.57 26.5K 113,958
2023-01-01 Doft David B. Officer F-InKind D Common Stock 5,717 3.54 20.2K 121,377
2022-12-01 Puceta Danielle Officer A-Award A Stock Option (Right to Buy) 21,667 8.00 173.3K 21,667
2022-12-01 Jouaneh Issa Officer A-Award A Stock Option (Right to Buy) 75,000 3.70 277.5K 75,000
2022-11-07 Field Brian Officer P-Purchase A Common Stock 14 3.63 50.82 139,803
2022-10-31 Puceta Danielle Officer D Stock Option (Right to Buy) 21,667 8.00 173.3K
2022-10-31 Jouaneh Issa Officer D Stock Option (Right to Buy) 75,000 8.00 600.0K
2022-08-10 Levin David Saul Director P-Purchase A Common Stock 12,400 3.56 44.2K 230,709
2022-07-19 Charles William Officer F-InKind D Common Stock 433 3.66 1.6K 18,668
2022-06-03 Field Brian Officer F-InKind D Common Stock 2,581 3.54 9.1K 136,903
2022-05-11 Levin David Saul Director P-Purchase A Common Stock 40,400 2.99 120.7K 218,309
2022-03-16 Charles William Officer S-Sale D Common Stock 2,512 3.48 8.7K 19,101
2022-03-14 Charles William Officer F-InKind D Common Stock 1,277 3.46 4.4K 21,613
2022-03-10 Charles William Officer S-Sale D Common Stock 4,643 3.60 16.7K 22,890
2022-03-01 Levin David Saul Director P-Purchase A Common Stock 8,500 3.57 30.3K 177,909
2022-02-28 Skala Emmanuelle Director A-Award A Common Stock 20,950 0.00 48,882
2022-02-28 Levin David Saul Director A-Award A Common Stock 20,950 0.00 169,409
2022-02-28 Klinger Lisa Director A-Award A Common Stock 20,950 0.00 48,442
2022-02-28 Hyatt Todd S. Director A-Award A Common Stock 20,950 0.00 55,632
2022-02-28 CLARIZIO LYNDA M Director A-Award A Common Stock 20,950 0.00 55,981
2022-02-28 Alicea Michael Director A-Award A Common Stock 20,950 0.00 63,382
2022-02-14 Field Brian Officer F-InKind D Common Stock 5,169 3.35 17.3K 139,484
2022-02-14 Charles William Officer F-InKind D Common Stock 2,889 3.35 9.7K 27,533
2022-01-22 Charles William Officer F-InKind D Common Stock 349 2.97 1.0K 30,422
2022-01-04 Sedky Herve Officer F-InKind D Common Stock 24,644 4.14 102.0K 312,999
2022-01-04 Field Brian Officer F-InKind D Common Stock 5,775 4.14 23.9K 144,653
2022-01-04 Doft David B. Officer F-InKind D Common Stock 7,046 4.14 29.2K 127,094
2022-01-01 Doft David B. Officer F-InKind D Common Stock 5,430 3.97 21.6K 134,140
2021-11-09 Sayetta Stacey Officer D Stock Option (Right to Buy) 50,000 8.00 400.0K 0
2021-11-03 Charles William Officer S-Sale D Common Stock 8,750 4.70 41.1K 43,079
2021-07-19 Charles William Officer F-InKind D Common Stock 433 4.00 1.7K 52,763
2021-06-03 Field Brian Officer F-InKind D Common Stock 2,432 5.30 12.9K 150,428
2021-05-01 Gendel Mitchell Officer F-InKind D Common Stock 6,370 5.61 35.7K 101,630
2021-03-16 Charles William Officer F-InKind D Common Stock 1,277 6.89 8.8K 53,196
2021-02-18 Skala Emmanuelle Director A-Award A Common Stock 16,375 0.00 27,932
2021-02-18 NAYLOR JEFFREY G Director A-Award A Common Stock 16,375 0.00 79,307
2021-02-18 Levin David Saul Director A-Award A Common Stock 16,375 0.00 128,459
2021-02-18 Klinger Lisa Director A-Award A Common Stock 16,375 0.00 27,492
2021-02-18 Hyatt Todd S. Director A-Award A Common Stock 16,375 0.00 34,682
2021-02-18 CLARIZIO LYNDA M Director A-Award A Common Stock 16,375 0.00 35,031
2021-02-18 Alicea Michael Director A-Award A Common Stock 16,375 0.00 42,432
2021-02-16 Field Brian Officer F-InKind D Common Stock 4,909 4.64 22.8K 152,860
2021-02-16 Charles William Officer F-InKind D Common Stock 2,889 4.64 13.4K 54,473
2021-01-26 Charles William Officer F-InKind D Common Stock 349 4.48 1.6K 57,362
2021-01-05 Doft David B. Officer J-Other D Common Stock 5,430 5.42 29.4K 139,570
2021-01-04 Sedky Herve 0 0.00 0
2021-01-04 Gendel Mitchell Officer A-Award A Stock Option (Right to Buy) 157,500 8.00 1.26M 157,500
2021-01-04 Field Brian Officer A-Award A Stock Option (Right to Buy) 874,937 5.26 4.60M 874,937
2021-01-04 Doft David B. Officer A-Award A Stock Option (Right to Buy) 735,000 8.00 5.88M 735,000
2021-01-04 Charles William Officer A-Award A Stock Option (Right to Buy) 26,250 8.00 210.0K 26,250
2020-12-22 Levin David Saul Director A-Award A Common Stock 89,928 0.00 112,084
2020-11-20 Field Brian Officer P-Purchase A Common Stock 13,661 3.89 53.1K 84,242
2020-11-16 Gendel Mitchell Officer P-Purchase A Common Stock 30,000 3.38 101.4K 108,000
2020-08-13 Onex American Holdings II LLC 10% Owner A-Award A Series A Convertible Participating Preferred Stock 22,660,587 0.00 69,718,919
2020-08-13 ONEX CORP 10% Owner A-Award A Series A Convertible Participating Preferred Stock 22,660,587 0.00 69,718,919
2020-07-31 Levin David Saul Director D Common Stock 0 0.00 22,156
2020-07-31 CLARIZIO LYNDA M Director D Common Stock 0 0.00 18,656
2020-06-29 OPV Gem Aggregator LP 10% Owner I Series A Convertible Participating Preferred Stock 74,865,528 0.00 0
2020-06-29 ONEX CORP 10% Owner A-Award A Series A Convertible Participating Preferred Stock 47,058,332 0.00 47,058,332
2020-06-05 Field Brian Officer F-InKind D Common Stock 2,432 2.53 6.2K 70,581
2020-05-01 Munk Anthony 0 0.00 0
2020-05-01 Gendel Mitchell Officer D Common Stock 0 0.00 78,000
2020-03-17 Gosling David Officer J-Other D Common Stock 1,428 3.85 5.5K 102,272
2020-03-17 Charles William Officer J-Other D Common Stock 1,549 3.85 6.0K 57,711
2020-02-14 Skala Emmanuelle Director A-Award A Common Stock 5,208 0.00 11,557
2020-02-14 Shankland Sally Director / Officer A-Award A Common Stock 26,042 0.00 87,392
2020-02-14 NAYLOR JEFFREY G Director A-Award A Common Stock 5,208 0.00 62,932
2020-02-14 Klinger Lisa Director A-Award A Common Stock 5,208 0.00 11,117
2020-02-14 Hyatt Todd S. Director A-Award A Common Stock 5,208 0.00 18,307
2020-02-14 Gosling David Officer A-Award A Common Stock 28,646 0.00 103,700
2020-02-14 Field Brian Officer A-Award A Common Stock 50,000 0.00 73,013
2020-02-14 Charles William Officer A-Award A Common Stock 28,125 0.00 59,260
2020-02-14 Alicea Michael Director A-Award A Common Stock 5,208 0.00 26,057
2020-02-13 Doft David B. Officer D Performance Based Share Award 227,525 0.00 0
2020-01-23 Lisman Eric Officer J-Other D Common Stock 454 10.56 4.8K 34,674
2020-01-23 Gosling David Officer J-Other D Common Stock 308 10.56 3.3K 75,054
2020-01-23 Evans Philip Officer J-Other D Common Stock 695 10.56 7.3K 148,398
2020-01-23 Charles William Officer J-Other D Common Stock 348 10.56 3.7K 31,135
2019-12-06 Field Brian Officer A-Award A Performance Based Share Award 227,525 0.00 227,525
2019-11-05 Charles William Officer S-Sale D Common Stock 817 12.25 10.0K 31,483
2019-09-18 O'Keefe Kevin Richard Officer D Stock Option (Right to Buy) 47,415 16.50 782.3K 0
2019-09-01 Sklar Amy Officer 0 0.00 0
2019-09-01 Silva Lori Officer 0 0.00 0
2019-08-12 Blue Jessica Officer 0 0.00 0
2019-08-01 Pagel Brian Officer D Stock Option (Right to Buy) 1,350 16.00 21.6K 0
2019-08-01 Brousseau Gannon Officer D Stock Option (Right to Buy) 21,261 12.47 265.1K 0
2019-07-22 O'Keefe Kevin Richard Officer J-Other D Common Stock 1,189 11.18 13.3K 27,256
2019-07-22 Lisman Eric Officer J-Other D Common Stock 737 11.18 8.2K 35,128
2019-07-22 Gosling David Officer J-Other D Common Stock 433 11.18 4.8K 75,362
2019-07-22 Evans Philip Officer J-Other D Common Stock 4,232 11.18 47.3K 149,093
2019-07-22 Charles William Officer J-Other D Common Stock 433 11.18 4.8K 32,300
2019-06-13 Gosling David Officer J-Other D Common Stock 412 11.31 4.7K 75,795
2019-06-13 Evans Philip Officer J-Other D Common Stock 2,260 11.31 25.6K 153,325
2019-06-13 Charles William Officer J-Other D Common Stock 412 11.31 4.7K 32,733
2019-06-03 Shankland Sally Director / Officer A-Award A Performance Based Share Award 651,262 0.00 651,262
2019-06-03 Field Brian Officer A-Award A Common Stock 21,473 0.00 23,013
2019-06-01 Field Brian Officer D Common Stock 0 0.00 1,540
2019-05-13 Charles William Officer M-Exempt A Common Stock 9,852 8.00 78.8K 42,997
2019-05-10 Sprouse Karalynn Officer S-Sale D Common Stock 13,790 13.10 180.6K 19,918
2019-05-09 Sprouse Karalynn Officer S-Sale D Common Stock 21,210 13.51 286.5K 19,918
2019-05-08 DENNY DARRELL C Officer M-Exempt A Common Stock 58,455 8.00 467.6K 68,395
2019-04-24 Shankland Sally Director 0 0.00 0
2019-03-14 Sprouse Karalynn Officer A-Award A Common Stock 6,927 0.00 19,918
2019-03-14 Skala Emmanuelle Director A-Award A Common Stock 4,010 0.00 6,349
2019-03-14 Randall Joseph Officer A-Award A Stock Option (Right to Buy) 19,889 12.47 248.0K 19,889
2019-03-14 O'Keefe Kevin Richard Officer A-Award A Common Stock 11,367 0.00 28,445
2019-03-14 NAYLOR JEFFREY G Director A-Award A Common Stock 4,010 0.00 57,724
2019-03-14 Lisman Eric Officer A-Award A Common Stock 17,828 0.00 35,865
2019-03-14 Klinger Lisa Director A-Award A Common Stock 4,010 0.00 5,909
2019-03-14 Hyatt Todd S. Director A-Award A Common Stock 4,010 0.00 13,099
2019-03-14 Gosling David Officer A-Award A Stock Option (Right to Buy) 28,348 12.47 353.5K 28,348
2019-03-14 Evans Philip Officer A-Award A Stock Option (Right to Buy) 113,391 12.47 1.41M 113,391
2019-03-14 DENNY DARRELL C Officer A-Award A Common Stock 7,146 0.00 9,940
2019-03-14 Charles William Officer A-Award A Stock Option (Right to Buy) 30,615 12.47 381.8K 30,615
2019-03-14 Alicea Michael Director A-Award A Common Stock 4,010 0.00 20,849
2019-03-07 Lisman Eric Officer J-Other D Common Stock 282 12.21 3.4K 18,037
2019-01-23 Sprouse Karalynn Officer J-Other D Common Stock 258 13.77 3.6K 12,991
2019-01-23 Randall Joseph Officer J-Other D Common Stock 234 13.77 3.2K 73,344
2019-01-23 O'Keefe Kevin Richard Officer J-Other D Common Stock 336 13.77 4.6K 17,078
2019-01-23 Lisman Eric Officer J-Other D Common Stock 455 13.77 6.3K 18,319
2019-01-23 Jenks Lori Officer J-Other D Common Stock 220 13.77 3.0K 15,252
2019-01-23 Gosling David Officer J-Other D Common Stock 308 13.77 4.2K 62,173
2019-01-23 Evans Philip Officer J-Other D Common Stock 695 13.77 9.6K 99,450
2019-01-23 DENNY DARRELL C Officer J-Other D Common Stock 266 13.77 3.7K 2,794
2019-01-23 Charles William Officer J-Other D Common Stock 348 13.77 4.8K 17,989
2019-01-22 O'Keefe Kevin Richard Officer D Stock Option (Right to Buy) 34,903 22.08 770.7K 0
2018-11-28 Charles William Officer S-Sale D Common Stock 789 12.00 9.5K 18,337
2018-11-08 Loechner David Director / Officer 0 0.00 0
2018-10-22 O'Keefe Kevin Richard Officer D Common Stock 0 0.00 17,414
2018-09-18 Lisman Eric Officer A-Award A Stock Option (Right to Buy) 72,642 16.50 1.20M 72,642
2018-09-18 Jenks Lori Officer A-Award A Stock Option (Right to Buy) 29,792 16.50 491.6K 29,792
2018-09-18 Gosling David Officer A-Award A Stock Option (Right to Buy) 41,830 16.50 690.2K 41,830
2018-09-18 Charles William Officer A-Award A Stock Option (Right to Buy) 47,170 16.50 778.3K 47,170
2018-07-19 Loechner David Director / Officer A-Award A Common Stock 3,200 0.00 121,787
2018-07-19 Lisman Eric Officer A-Award A Common Stock 10,000 0.00 18,774

Executive team

Top executives
EBIT / Employee
121.5K
Shares Outstanding
197.91M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Hervé Sedky, Chief Executive Officer and President 650.0K 472.5K 8.0K 1.13M 0.00%
2 2024 David Doft, Chief Financial Officer 480.0K 551.0K 8.0K 1.04M 0.00%
3 2024 EVP, General Counsel and Secretary 222.1K 50.0K 757.2K 7.6K 1.04M 73.03%
4 2023 Hervé Sedky, Chief Executive Officer and President 650.0K 5.52M 41.9K 8.0K 6.22M 88.76%
5 2023 David Doft, Chief Financial Officer 480.0K 200.0K 3.76M 31.2K 8.0K 4.48M 83.94%
6 2023 Issa Jouaneh , President, Connections 450.2K 247.6K 53.9K 751.7K 32.94%
7 2023 Brian Field, Chief Operating Officer 480.0K 25.2K 8.0K 513.1K 0.00%
8 2023 Stacey Sayetta, General Counsel and Corporate Secretary 350.0K 50.0K 82.5K 22.0K 8.0K 512.5K 16.11%
9 2022 Hervé Sedky, Chief Executive Officer and President 650.0K 1.00M 478.8K 8.0K 2.14M 0.00%
10 2022 David Doft, Chief Financial Officer 480.0K 1.20M 355.7K 8.0K 2.04M 0.00%
11 2022 Eric Lisman , Former Executive Vice President 104.2K 1.26M 1.37M 0.00%
12 2022 Brian Field, Chief Operating Officer 480.0K 200.0K 308.8K 8.0K 996.7K 0.00%
13 2022 Stacey Sayetta, General Counsel and Corporate Secretary 350.0K 350.0K 142.5K 8.0K 850.5K 0.00%
14 2022 Stacey Sayetta, General Counsel and Corporate Secretary 350.0K 350.0K 142.5K 8.0K 850.5K 0.00%
15 2022 Issa Jouaneh , President, Connections 275.1K 258.1K 212.5K 745.6K 34.61%
16 2022 Issa Jouaneh , President, Connections 275.1K 258.1K 212.5K 745.6K 34.61%
17 2021 Hervé Sedky, Chief Executive Officer and President 650.0K 700.0K 1.78M 4.85M 108.7K 8.09M 81.97%
18 2021 Hervé Sedky, Chief Executive Officer and President 650.0K 700.0K 1.78M 4.85M 108.7K 8.09M 81.97%
19 2021 David Doft, Chief Financial Officer 480.0K 520.0K 471.8K 3.42M 408.7K 5.30M 73.43%
20 2021 David Doft, Chief Financial Officer 480.0K 520.0K 471.8K 3.42M 408.7K 5.30M 73.43%
21 2021 Brian Field, Chief Operating Officer 480.0K 510.0K 386.8K 3.42M 8.7K 4.81M 79.22%
22 2021 Brian Field, Former Interim Chief Executive Officer and President; Chief Operating Officer 480.0K 510.0K 386.8K 3.42M 8.7K 4.81M 79.22%
23 2021 Eric Lisman , Former Executive Vice President 423.5K 161.8K 8.7K 594.0K 27.24%
24 2021 Eric Lisman, Executive Vice President 423.5K 161.8K 8.7K 594.0K 27.24%
25 2020 David Doft, Chief Financial Officer 465.2K 413.4K 1.72M 200.0K 2.80M 61.48%
26 2020 David Doft, Chief Financial Officer 465.2K 413.4K 1.72M 200.0K 2.80M 61.48%
27 2020 David Doft , Chief Financial Officer 465.2K 413.4K 1.72M 200.0K 2.80M 61.48%
28 2020 Brian Field, Chief Operating Officer 480.0K 477.0K 480.0K 2.1K 1.44M 33.35%
29 2020 Brian Field, Former Interim Chief Executive Officer and President; Chief Operating Officer 480.0K 477.0K 480.0K 2.1K 1.44M 33.35%
30 2020 Brian Field , Former Interim Chief Executive Officer and President 480.0K 477.0K 480.0K 2.1K 1.44M 33.35%
31 2020 Philip Evans , Former Chief Financial Officer and Treasurer 119.1K 68.4K 769.5K 956.9K 0.00%
32 2020 Eric Lisman , Former Executive Vice President 423.5K 266.9K 211.7K 8.0K 910.1K 23.27%
33 2020 Eric Lisman Executive Vice President 423.5K 266.9K 211.7K 8.0K 910.1K 23.27%
34 2020 Eric Lisman, Executive Vice President 423.5K 266.9K 211.7K 8.0K 910.1K 23.27%
35 2020 Hervé Sedky, Chief Executive Officer and President
36 2020 Hervé Sedky, Chief Executive Officer and President
37 2019 Sally Shankland , Chief Executive Officer and President 362.5K 490.0K 4.66M 264.4K 113.9K 5.89M 83.60%
38 2019 Philip Evans , Former Chief Financial Officer and Treasurer 452.1K 192.5K 700.0K 273.8K 312.4K 1.93M 50.43%
39 2019 Philip Evans , Chief Financial Officer and Treasurer; Former Interim Chief Executive Officer and President 452.1K 192.5K 700.0K 273.8K 312.4K 1.93M 50.43%
40 2019 Brian Field , Former Interim Chief Executive Officer and President 195.2K 116.7K 1.06M 273.8K 16.0K 1.66M 80.23%
41 2019 Brian Field , Chief Operating Officer 195.2K 116.7K 1.06M 273.8K 4.0K 1.65M 80.82%
42 2019 Eric Lisman Executive Vice President 422.6K 330.3K 222.3K 86.9K 8.0K 1.07M 28.90%
43 2019 David Doft , Chief Financial Officer
44 2018 David Loechner, Former President and Chief Executive Officer 491.1K 364.3K 762.3K 354.4K 108.0K 2.08M 54.16%
45 2018 Philip Evans , Chief Financial Officer and Treasurer; Former Interim Chief Executive Officer and President 437.1K 216.1K 631.9K 381.1K 118.2K 1.78M 56.77%
46 2018 Philip Evans, Interim President and Chief Executive Officer; Chief Financial Officer and Treasurer 437.1K 631.9K 381.1K 216.1K 118.2K 1.78M 56.77%
47 2018 Eric Lisman Executive Vice President 384.3K 321.4K 316.3K 584.4K 8.0K 1.61M 55.79%
48 2018 Eric Lisman, Executive Vice President, Corporate Development 384.3K 262.5K 316.3K 584.4K 58.9K 8.0K 1.61M 55.79%
49 2018 Joseph Randall, Executive Vice President Design, Healthcare, Antiques and Military 350.9K 57.9K 147.1K 126.9K 8.0K 690.7K 29.68%
50 2018 Brian Field , Chief Operating Officer
51 2018 Sally Shankland , Chief Executive Officer and President
52 2017 Philip Evans, Interim President and Chief Executive Officer; Chief Financial Officer and Treasurer 429.0K 413.5K 206.7K 118.0K 1.17M 35.43%
53 2017 Philip Evans , Chief Financial Officer and Treasurer 429.0K 413.5K 206.7K 63.0K 1.11M 37.18%
54 2017 David Loechner, Former President and Chief Executive Officer 479.0K 451.0K 118.0K 1.05M 0.00%
55 2017 David Loechner , President and Chief Executive Officer 479.0K 451.0K 63.0K 993.0K 0.00%
56 2017 Eric Lisman, Executive Vice President, Corporate Development 282.7K 212.8K 86.6K 211.5K 98.0K 8.0K 899.5K 33.14%
57 2017 Eric Lisman , Executive Vice President, Corporate Development 282.7K 175.0K 86.6K 211.5K 98.0K 8.0K 861.8K 34.59%
58 2017 Joseph Randall, Executive Vice President Design, Healthcare, Antiques and Military 350.9K 10.3K 133.3K 8.0K 502.4K 2.06%
59 2016 David Loechner , President and Chief Executive Officer 423.4K 516.6K 8.4K 948.4K 0.00%
60 2016 Philip Evans , Chief Financial Officer and Treasurer 373.5K 273.7K 9.0K 656.2K 0.00%
61 2015 David Loechner , President and Chief Executive Officer 407.9K 547.0K 8.0K 962.8K 0.00%
62 2015 Philip Evans , Chief Financial Officer and Treasurer 359.2K 246.2K 8.0K 613.3K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-09 DEFA14A
2026-04-09 DEF 14A
2025-04-07 DEFA14A
2025-04-07 DEF 14A
2024-04-11 DEFA14A
2024-04-11 DEF 14A
2024-04-01 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 SC 13D/A
2026-05-11 8-K
2026-05-11 10-Q
2026-04-09 DEFA14A
2026-04-09 DEF 14A
2026-04-09 ARS
2026-03-13 8-K
2026-03-13 10-K
2026-02-26 4
2026-02-26 4

Executive team

NameTitleCompensationGender
Herve Sedky Chief Executive Officer, President & Director 1M male
David Doft Treasurer & Chief Financial Officer 1M male
Issa Jouaneh President of Connections 993.9K male
Sara Altschul Executive Vice President, General Counsel & Secretary 279.7K female
Joanne Wheatley Senior Vice President of Marketing & Digital Operations female
Karalynn Sprouse Executive Vice President female
Les Weir Senior Vice President of Corporate Development male
Ren Akinci Executive VP & Chief People Officer female
Brian Pagel Executive Vice President of Business Development male
Vincenzo DiMaggio Chief Accounting Officer male
Christina Wilkes Senior Vice President of Operations female
Erica Bartsch Executive Vice President of Strategy & Communications female
ESG Rating
B
ADVERTISING AGENCIES
Rank: 8 out of 41
2026
E (Environmental)
17.4 / 58.9
Company / Sector avg.
S (Social)
67.2 / 63.2
Company / Sector avg.
G (Governance)
66.9 / 63.3
Company / Sector avg.
ESG Total
50.5 / 61.8
Company / Sector avg.
ESG Score History ADVERTISING AGENCIES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits