Evolution Petroleum Corporation (EPM)
Houston, TX, US
Evolution Petroleum Corporation, an energy company, engages in the development, production, ownership, exploitation, and investment of onshore oil and gas properties in the United States. The company was founded in 2003 and is based in Houston, Texas.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.21% | +2.57% | +7.88% | +15.98% | +9.11% | +35.31% | +10.37% | -31.77% | +30.52% | -10.47% | -99.97% |
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 | 0 | 0 |
| Buy | 3 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 2 |
5.15
+35.9%
|
| All Time | 2 |
5.15
+35.9%
|
-
Revenue growth Oil & Gas Exploration & Production: +0.0%0.0% Q1'26: -10.6% (vs Q1'25)
-
EPS growth Oil & Gas Exploration & Production: +11.9%-72.3% Q1'26: -297.1% (vs Q1'25)
-
FCF margin FCF growth · Oil & Gas Exploration & Production: +19.3%+11.1% Q1'26: +17.3% (vs Q1'25)
-
EBIT margin Oil & Gas Exploration & Production: +22.0%+5.6% Q1'26: +0.0% (vs Q1'25)
-
ROIC Oil & Gas Exploration & Production: +5.1%+3.6% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Oil & Gas Exploration & Production: +0.0%+1.3% Q1'26: +1.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Oil & Gas Exploration & Production: 0.70×1.40× Q1'26: 0.00× (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 |
Jun 2015 actual |
Jun 2016 actual |
Jun 2017 actual |
Jun 2018 actual |
Jun 2019 actual |
Jun 2020 actual |
Jun 2021 actual |
Jun 2022 actual |
Jun 2023 actual |
Jun 2024 actual |
Jun 2025 actual |
Jun 2026 4 Rev. Ana. 3 EPS Ana. |
Jun 2027 4 Rev. Ana. 3 EPS Ana. |
Jun 2028 1 Rev. Ana. 1 EPS Ana. |
Jun 2029 1 Rev. Ana. |
Jun 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
27.84M
est: 27.59M (+0.9%)
|
26.35M
est: 26.41M (-0.2%)
|
34.48M
est: 35.00M (-1.5%)
|
41.28M
est: 41.29M (0.0%)
|
43.23M
est: 43.22M (+0.0%)
|
29.60M
est: 30.76M (-3.8%)
|
32.70M
est: 32.30M (+1.2%)
|
108.93M
est: 105.05M (+3.7%)
|
128.51M
est: 130.60M (-1.6%)
|
85.88M
est: 88.60M (-3.1%)
|
85.84M
est: 85.78M (+0.1%)
|
83.63M
79.62M – 86.82M
-2.5% YoY
|
79.30M
75.61M – 85.86M
-5.2% YoY
|
87.50M
82.32M – 94.46M
+10.3% YoY
|
97.00M
91.26M – 104.72M
+10.9% YoY
|
101.00M
95.03M – 109.04M
+4.1% YoY
|
| EBITDA |
12.21M
est: 5.83M (+109.3%)
|
11.58M
est: 5.58M (+107.3%)
|
18.69M
est: 7.40M (+152.6%)
|
22.31M
est: 8.73M (+155.6%)
|
25.23M
est: 9.14M (+176.1%)
|
9.63M
est: 6.50M (+48.0%)
|
-16.15M
est: 6.83M (-336.5%)
|
49.77M
est: 22.21M (+124.1%)
|
60.02M
est: 27.61M (+117.4%)
|
27.02M
est: 18.73M (+44.2%)
|
26.83M
est: 18.14M (+47.9%)
|
17.68M
16.83M – 18.36M
-2.5% YoY
|
16.77M
15.99M – 18.15M
-5.2% YoY
|
18.50M
17.41M – 19.97M
+10.3% YoY
|
20.51M
19.30M – 22.14M
+10.9% YoY
|
21.36M
20.09M – 23.05M
+4.1% YoY
|
| EBIT |
8.51M
est: 1.24M (+587.3%)
|
34.23M
est: 1.19M (+2,788.3%)
|
12.97M
est: 1.57M (+725.5%)
|
16.21M
est: 1.85M (+774.9%)
|
18.98M
est: 1.94M (+878.4%)
|
3.87M
est: 1.38M (+180.2%)
|
-21.32M
est: 1.45M (-1,570.8%)
|
41.71M
est: 4.71M (+784.9%)
|
45.75M
est: 5.86M (+680.6%)
|
6.96M
est: 3.98M (+75.0%)
|
4.84M
est: 3.85M (+25.7%)
|
3.75M
3.57M – 3.90M
-2.5% YoY
|
3.56M
3.39M – 3.85M
-5.2% YoY
|
3.93M
3.69M – 4.24M
+10.3% YoY
|
4.35M
4.10M – 4.70M
+10.9% YoY
|
4.53M
4.26M – 4.89M
+4.1% YoY
|
| Net Income |
4.99M
est: 4.00M (+24.8%)
|
24.66M
est: 3.83M (+543.5%)
|
8.04M
est: 8.69M (-7.5%)
|
19.62M
est: 18.16M (+8.0%)
|
15.38M
est: 14.55M (+5.7%)
|
5.94M
est: 7.78M (-23.6%)
|
-16.44M
est: -15.66M (-5.0%)
|
32.63M
est: 32.32M (+0.9%)
|
35.22M
est: 34.66M (+1.6%)
|
4.08M
est: 4.57M (-10.8%)
|
1.47M
est: -1.33M (+210.5%)
|
2.67M
-1.87M – 6.22M
+300.1% YoY
|
1.77M
-1.53M – 3.97M
-33.7% YoY
|
—
— – —
-100.0% YoY
|
—
— – —
|
—
— – —
|
| SGA |
6.26M
est: 3.18M (+96.7%)
|
5.27M
est: 3.04M (+73.2%)
|
4.99M
est: 4.04M (+23.5%)
|
6.77M
est: 4.76M (+42.3%)
|
5.07M
est: 4.98M (+1.8%)
|
5.26M
est: 3.55M (+48.3%)
|
6.75M
est: 3.72M (+81.4%)
|
6.84M
est: 12.11M (-43.6%)
|
9.58M
est: 15.06M (-36.4%)
|
9.64M
est: 10.21M (-5.7%)
|
10.33M
est: 9.89M (+4.5%)
|
9.64M
9.18M – 10.01M
-2.5% YoY
|
9.14M
8.72M – 9.90M
-5.2% YoY
|
10.09M
9.49M – 10.89M
+10.3% YoY
|
11.18M
10.52M – 12.07M
+10.9% YoY
|
11.64M
10.96M – 12.57M
+4.1% YoY
|
| EPS |
0.13
est: 0.12 (+8.3%)
|
0.73
est: 0.12 (+534.8%)
|
0.21
est: 0.26 (-19.5%)
|
0.59
est: 0.55 (+8.3%)
|
0.46
est: 0.44 (+5.3%)
|
0.18
est: 0.23 (-22.9%)
|
-0.50
est: -0.47 (-6.4%)
|
0.97
est: 0.97 (+0.0%)
|
1.05
est: 1.11 (-5.4%)
|
0.12
est: 0.14 (-11.1%)
|
0.03
est: -0.04 (+183.5%)
|
0.09
-0.06 – 0.19
+333.3% YoY
|
0.04
-0.05 – 0.12
-60.7% YoY
|
—
— – —
-100.0% YoY
|
—
— – —
|
—
— – —
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B- | 3/5 | 1/5 | 3/5 | 3/5 | 4/5 | 1/5 | 3/5 |
| 2026-05-08 | B- | 3/5 | 1/5 | 3/5 | 3/5 | 4/5 | 1/5 | 3/5 |
| 2026-05-07 | B- | 3/5 | 1/5 | 3/5 | 3/5 | 4/5 | 1/5 | 3/5 |
| 2026-05-06 | B- | 3/5 | 1/5 | 3/5 | 3/5 | 4/5 | 1/5 | 3/5 |
| 2026-05-05 | B- | 3/5 | 1/5 | 3/5 | 3/5 | 4/5 | 1/5 | 3/5 |
| 2026-05-04 | B- | 3/5 | 1/5 | 3/5 | 3/5 | 4/5 | 1/5 | 3/5 |
| 2026-05-01 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-30 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-29 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-28 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-27 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-24 | B- | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | B- | 3/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-22 | B- | 3/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-21 | B- | 3/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-20 | B- | 3/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-17 | B- | 3/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-16 | B- | 3/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-15 | B- | 3/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | John V. Lovoi | 5.01M | 15.50% | — | — | — | — | IN | : | 2014-03-13 | ↗ |
| 2 | (1) BlackRock, Inc. | 2.77M | 8.30% | 2.71M | — | 2.77M | — | HC | Delaware | 2024-01-25 | ↗ |
| 3 | ArrowMark Colorado Holdings, LLC | 2.47M | 7.50% | 2.47M | — | 2.47M | — | IA | Delaware, United States | 2021-02-16 | ↗ |
| 4 | Wasatch Advisors, Inc. 87-0319391 | 2.13M | 6.30% | 2.13M | — | — | — | IA | — | 2022-02-11 | ↗ |
| 5 | 13-3127734 | 2.09M | 6.21% | 1.93M | — | 2.09M | — | HC | Delaware | 2022-02-11 | ↗ |
| 6 | 26-0385758 | 2.09M | 6.21% | 1.93M | — | 2.09M | — | IA | Delaware | 2022-02-11 | ↗ |
| 7 | 04-2683227 | 1.70M | 5.94% | — | 872.0K | — | — | IA | Massachusetts | 2014-02-14 | ↗ |
| 8 | WealthTrust Axiom LLC | 1.68M | 5.04% | — | — | 1.68M | — | IA | USA | 2024-08-15 | ↗ |
| 9 | Belridge Energy Advisors, LP | 1.33M | 4.10% | — | — | — | — | PN | : | 2014-03-13 | ↗ |
| 10 | Luxiver, LP | 1.29M | 4.00% | — | — | — | — | PN | : | 2014-03-13 | ↗ |
| 11 | 43-2076925 | 1.29M | 3.90% | 1.00M | — | 1.29M | — | IA | Delaware | 2016-11-03 | ↗ |
| 12 | Advisory Research Inc. | 1.22M | 3.70% | 1.22M | — | 1.22M | — | IA | Delaware | 2019-02-13 | ↗ |
| 13 | Piper Jaffray Companies | 1.22M | 3.70% | — | 1.22M | — | 1.22M | HC | Delaware | 2019-02-13 | ↗ |
| 14 | Navitas Fund, LP | 975.0K | 3.00% | — | — | — | — | PN | : | 2014-03-13 | ↗ |
| 15 | Piper Jaffray Companies / 30-0168701 | 745.0K | 2.60% | 149.6K | 595.4K | 149.6K | 595.4K | HC | Delaware | 2014-02-14 | ↗ |
| 16 | Hephaestus Energy Fund, LP | 701.0K | 2.20% | — | — | — | — | PN | : | 2014-03-13 | ↗ |
| 17 | Advisory Research Energy Fund, L.P. / 20-2354375 | 595.4K | 2.10% | — | 595.4K | — | 595.4K | PN | Illinois | 2014-02-14 | ↗ |
| 18 | JVL Partners, LP | 279.9K | 0.90% | — | — | — | — | PN | : | 2014-03-13 | ↗ |
| 19 | Asklepios Energy Fund, LP | 199.7K | 0.60% | — | — | — | 10.00 | PN | : | 2014-03-13 | ↗ |
| 20 | Panakeia Energy Fund, LP | 175.0K | 0.50% | — | — | — | — | PN | : | 2014-03-13 | ↗ |
| 21 | TJS Energy Fund, LP | 40.0K | 0.10% | — | — | — | — | PN | : | 2014-03-13 | ↗ |
| 22 | Urja, LP | 12.2K | 0.04% | — | — | — | — | PN | : | 2014-03-13 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 2.41M -31.8K (-1.3%) | 8.54M -3.2M (-27.5%) | 7.13% -0.237 pp | 0.00% 0.000 pp | USD5.31 -33.3% | 6 qtrs — |
| 2 | WEALTHTRUST AXIOM LLC | 1.95M +166.6K (+9.4%) | 6.90M -1.7M (-19.7%) | 5.76% +0.388 pp | 1.77% -0.526 pp | USD4.85 -27.0% | 70 qtrs — |
| 3 | VANGUARD GROUP INC | 1.63M +28.3K (+1.8%) | 5.77M -1.9M (-25.3%) | 4.82% -0.010 pp | 0.00% +0.000 pp | USD7.83 -54.8% | 64 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1.42M -12.0K (-0.8%) | 5.03M -1.9M (-27.2%) | 4.20% -0.119 pp | 0.00% 0.000 pp | USD7.52 -52.9% | 51 qtrs — |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 1.06M +2.3K (+0.2%) | 3.76M -1.3M (-26.4%) | 3.14% -0.055 pp | 0.01% -0.001 pp | USD7.70 -54.0% | 53 qtrs — |
| 6 | AMERICAN CENTURY COMPANIES INC | 1.02M +43.2K (+4.4%) | 3.61M -1.1M (-23.3%) | 3.02% +0.071 pp | 0.00% -0.001 pp | USD5.54 -36.1% | 24 qtrs — |
| 7 | RAYMOND JAMES FINANCIAL INC | 770.7K +296.4K (+62.5%) | 2.73M +442.2K (+19.3%) | 2.28% +0.849 pp | 0.00% +0.000 pp | USD4.50 -21.3% | 5 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 756.7K +29.1K (+4.0%) | 2.68M -828.6K (-23.6%) | 2.24% +0.043 pp | 0.00% 0.000 pp | USD7.28 -51.4% | 63 qtrs — |
| 9 | STATE STREET CORP | 695.2K -519.0 (-0.1%) | 2.46M -892.3K (-26.6%) | 2.06% -0.042 pp | 0.00% +0.000 pp | USD7.35 -51.8% | 51 qtrs — |
| 10 | MORGAN STANLEY | 660.0K +18.9K (+2.9%) | 2.34M -753.7K (-24.4%) | 1.95% +0.018 pp | 0.00% +0.000 pp | USD6.28 -43.6% | 50 qtrs — |
| 11 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 556.2K -124.8K (-18.3%) | 1.97M -1.3M (-40.0%) | 1.65% -0.405 pp | 0.12% -0.087 pp | USD3.79 -6.6% | 24 qtrs — |
| 12 | CWA ASSET MANAGEMENT GROUP, LLC | 547.2K +76.7K (+16.3%) | 1.94M -330.7K (-14.6%) | 1.62% +0.204 pp | 0.07% -0.014 pp | USD4.87 -27.3% | 6 qtrs — |
| 13 | RIVER ROAD ASSET MANAGEMENT, LLC | 537.4K -757.0K (-58.5%) | 1.90M -4.3M (-69.5%) | 1.59% -2.315 pp | 0.02% -0.049 pp | USD6.22 -43.1% | 78 qtrs — |
| 14 | REGISTER FINANCIAL ADVISORS LLC | 338.1K +21.0K (+6.6%) | 1.20M -331.7K (-21.7%) | 1.00% +0.046 pp | 0.47% -0.135 pp | USD6.22 -43.1% | 13 qtrs — |
| 15 | NORTHERN TRUST CORP | 306.4K -8.9K (-2.8%) | 1.08M -435.1K (-28.6%) | 0.91% -0.045 pp | 0.00% 0.000 pp | USD7.87 -55.0% | 51 qtrs — |
| 16 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 192.9K -31.0K (-13.8%) | 682.9K -396.4K (-36.7%) | 0.57% -0.105 pp | 0.00% -0.003 pp | USD4.82 -26.6% | 2 qtrs — |
| 17 | SENTINUS, LLC | 174.3K +174.3K (+100.0%) | 616.9K +616.9K (+100.0%) | 0.52% +0.515 pp | 0.06% +0.059 pp | USD3.54 +0.0% | 1 qtrs NEW |
| 18 | PERRITT CAPITAL MANAGEMENT INC | 174.3K -2.0K (-1.2%) | 616.9K -232.9K (-27.4%) | 0.52% -0.016 pp | 1.03% +0.629 pp | USD5.21 -32.1% | 27 qtrs — |
| 19 | UBS GROUP AG | 144.6K -325.1K (-69.2%) | 511.9K -1.8M (-77.4%) | 0.43% -0.989 pp | 0.00% 0.000 pp | USD5.20 -31.9% | 14 qtrs — |
| 20 | GOLDMAN SACHS GROUP INC | 135.6K +29.9K (+28.3%) | 479.9K -29.3K (-5.8%) | 0.40% +0.082 pp | 0.00% +0.000 pp | USD4.90 -27.8% | 40 qtrs — |
| 21 | BARD ASSOCIATES INC | 134.6K -36.5K (-21.3%) | 476.3K -348.1K (-42.2%) | 0.40% -0.118 pp | 0.12% -0.097 pp | USD7.91 -55.2% | 51 qtrs — |
| 22 | RITHOLTZ WEALTH MANAGEMENT | 129.6K -6.3K (-4.6%) | 458.8K -196.3K (-30.0%) | 0.38% -0.026 pp | 0.01% -0.004 pp | USD4.82 -26.6% | 2 qtrs — |
| 23 | QUANTINNO CAPITAL MANAGEMENT LP | 117.2K +31.9K (+37.3%) | 415.1K +3.5K (+0.9%) | 0.35% +0.089 pp | 0.00% 0.000 pp | USD4.61 -23.2% | 7 qtrs — |
| 24 | ETHIC INC. | 109.8K -7.1K (-6.1%) | 388.8K -175.0K (-31.0%) | 0.33% -0.027 pp | 0.01% -0.003 pp | USD5.71 -38.0% | 22 qtrs — |
| 25 | POINT72 ASSET MANAGEMENT, L.P. | 106.4K +106.4K (+100.0%) | 376.6K +376.6K (+100.0%) | 0.31% +0.315 pp | 0.00% +0.000 pp | USD3.54 +0.0% | 1 qtrs NEW |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 95.9K -901.0 (-0.9%) | 339.5K -127.1K (-27.2%) | 0.28% -0.008 pp | 0.00% +0.000 pp | USD7.31 -51.6% | 17 qtrs — |
| 27 | BANK OF NEW YORK MELLON CORP | 90.0K -156.6K (-63.5%) | 318.6K -870.1K (-73.2%) | 0.27% -0.478 pp | 0.00% 0.000 pp | USD7.13 -50.4% | 66 qtrs — |
| 28 | WELLS FARGO & COMPANY/MN | 86.1K -9.0K (-9.4%) | 304.9K -153.5K (-33.5%) | 0.25% -0.032 pp | 0.00% +0.000 pp | USD5.27 -32.8% | 52 qtrs — |
| 29 | JANE STREET GROUP, LLC | 82.0K +55.5K (+209.5%) | 290.1K +162.5K (+127.3%) | 0.24% +0.164 pp | 0.00% +0.000 pp | USD4.03 -12.2% | 19 qtrs — |
| 30 | CASTLEVIEW PARTNERS, LLC | 78.3K +78.3K (+100.0%) | 277.2K +277.2K (+100.0%) | 0.23% +0.232 pp | 0.14% +0.137 pp | USD3.54 +0.0% | 1 qtrs NEW |
| 31 | SCHONFELD STRATEGIC ADVISORS LLC | 73.8K +73.8K (+100.0%) | 261.3K +261.3K (+100.0%) | 0.22% +0.218 pp | 0.00% +0.001 pp | USD3.54 +0.0% | 1 qtrs NEW |
| 32 | BANK OF AMERICA CORP /DE/ | 63.9K +512.0 (+0.8%) | 226.3K -79.4K (-26.0%) | 0.19% -0.002 pp | 0.00% +0.000 pp | USD5.42 -34.7% | 52 qtrs — |
| 33 | NUVEEN, LLC | 62.0K +— (+0.0%) | 219.5K -79.4K (-26.6%) | 0.18% -0.004 pp | 0.00% +0.000 pp | USD5.17 -31.5% | 4 qtrs — |
| 34 | INVESCO LTD. | 58.0K +9.3K (+19.1%) | 205.4K -29.3K (-12.5%) | 0.17% +0.025 pp | 0.00% +0.000 pp | USD5.92 -40.2% | 16 qtrs — |
| 35 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 55.3K -19.0K (-25.6%) | 195.8K -162.5K (-45.4%) | 0.16% -0.061 pp | 0.00% -0.004 pp | USD5.41 -34.6% | 64 qtrs — |
| 36 | ARETE WEALTH ADVISORS, LLC | 53.0K +— (+0.0%) | 188.0K -67.0K (-26.3%) | 0.16% -0.003 pp | 0.01% -0.005 pp | USD5.31 -33.3% | 9 qtrs — |
| 37 | BARCLAYS PLC | 52.7K +7.4K (+16.3%) | 186.7K -54.0K (-22.4%) | 0.16% +0.019 pp | 0.00% +0.000 pp | USD4.92 -28.0% | 38 qtrs — |
| 38 | TRUIST FINANCIAL CORP | 49.8K +— (+0.0%) | 176.3K -63.7K (-26.6%) | 0.15% -0.003 pp | 0.00% 0.000 pp | USD5.11 -30.7% | 6 qtrs — |
| 39 | ELLEVEST, INC. | 48.9K +18.3K (+59.9%) | 173.2K +25.7K (+17.4%) | 0.14% +0.052 pp | 0.02% +0.003 pp | USD4.85 -27.0% | 8 qtrs — |
| 40 | RUSSELL INVESTMENTS GROUP, LTD. | 47.8K -621.3K (-92.9%) | 169.3K -3.1M (-94.8%) | 0.14% -1.877 pp | 0.00% -0.004 pp | USD5.77 -38.6% | 17 qtrs — |
| 41 | CITADEL ADVISORS LLC | 46.8K +9.5K (+25.5%) | 165.7K -14.1K (-7.9%) | 0.14% +0.026 pp | 0.00% +0.000 pp | USD4.71 -24.8% | 18 qtrs — |
| 42 | VICTORY CAPITAL MANAGEMENT INC | 37.5K +19.0 (+0.1%) | 132.7K -47.9K (-26.5%) | 0.11% -0.002 pp | 0.00% +0.000 pp | USD5.04 -29.8% | 11 qtrs — |
| 43 | COMERICA BANK | 33.5K +26.6K (+385.0%) | 118.6K +85.3K (+256.2%) | 0.10% +0.079 pp | 0.00% +0.000 pp | USD3.80 -6.8% | 3 qtrs — |
| 44 | RHUMBLINE ADVISERS | 33.4K -3.2K (-8.6%) | 118.1K -57.9K (-32.9%) | 0.10% -0.012 pp | 0.00% +0.000 pp | USD7.11 -50.2% | 11 qtrs — |
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31.1K +31.1K (+100.0%) | 110.0K +110.0K (+100.0%) | 0.09% +0.092 pp | 0.00% +0.000 pp | USD3.54 +0.0% | 16 qtrs — |
| 46 | CERTIOR FINANCIAL GROUP, LLC | 30.9K +3.6K (+13.1%) | 109.3K -22.3K (-17.0%) | 0.09% +0.009 pp | 0.07% -0.014 pp | USD5.03 -29.6% | 5 qtrs — |
| 47 | DEUTSCHE BANK AG\ | 30.8K +— (+0.0%) | 109.2K -39.5K (-26.6%) | 0.09% -0.002 pp | 0.00% +0.000 pp | USD5.97 -40.7% | 11 qtrs — |
| 48 | GSA CAPITAL PARTNERS LLP | 30.6K +30.6K (+100.0%) | 108.0K +108.0K (+100.0%) | 0.09% +0.091 pp | 0.01% +0.009 pp | USD3.54 +0.0% | 1 qtrs NEW |
| 49 | TWO SIGMA INVESTMENTS, LP | 28.6K +28.6K (+100.0%) | 101.4K +101.4K (+100.0%) | 0.08% +0.085 pp | 0.00% +0.000 pp | USD3.54 +0.0% | 1 qtrs NEW |
| 50 | GRAHAM CAPITAL MANAGEMENT, L.P. | 27.9K +9.5K (+52.0%) | 98.7K +10.3K (+11.6%) | 0.08% +0.027 pp | 0.00% +0.001 pp | USD4.34 -18.4% | 3 qtrs — |
| 51 | ALLIANCEBERNSTEIN L.P. | 24.6K +— (+0.0%) | 87.1K -31.5K (-26.6%) | 0.07% -0.001 pp | 0.00% +0.000 pp | USD5.17 -31.5% | 7 qtrs — |
| 52 | NEW YORK STATE COMMON RETIREMENT FUND | 23.9K +— (+0.0%) | 84.5K -30.5K (-26.6%) | 0.07% -0.001 pp | 0.00% +0.000 pp | USD7.57 -53.2% | 11 qtrs — |
| 53 | PROSPERITY CONSULTING GROUP, LLC | 23.2K -158.0 (-0.7%) | 82.3K -30.5K (-27.1%) | 0.07% -0.002 pp | 0.00% -0.002 pp | USD5.80 -39.0% | 8 qtrs — |
| 54 | MERCER GLOBAL ADVISORS INC /ADV | 22.2K +4.0K (+21.8%) | 78.7K -9.2K (-10.5%) | 0.07% +0.011 pp | 0.00% +0.000 pp | USD4.59 -22.9% | 2 qtrs — |
| 55 | WELLINGTON MANAGEMENT GROUP LLP | 22.1K +7.5K (+50.9%) | 78.4K +7.7K (+10.9%) | 0.07% +0.021 pp | 0.00% +0.000 pp | USD4.64 -23.7% | 6 qtrs — |
| 56 | HRT FINANCIAL LP | 22.0K +22.0K (+100.0%) | 77.0K +77.0K (+100.0%) | 0.07% +0.065 pp | 0.00% +0.000 pp | USD3.54 +0.0% | 1 qtrs NEW |
| 57 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 19.8K +19.8K (+100.0%) | 70.0K +70.0K (+100.0%) | 0.06% +0.059 pp | 0.02% +0.016 pp | USD3.54 +0.0% | 1 qtrs NEW |
| 58 | ANCORA ADVISORS, LLC | 19.4K -23.2K (-54.5%) | 68.6K -136.8K (-66.6%) | 0.06% -0.071 pp | 0.00% -0.003 pp | USD5.23 -32.3% | 6 qtrs — |
| 59 | CITIGROUP INC | 18.8K -2.5K (-11.7%) | 66.4K -35.9K (-35.1%) | 0.06% -0.009 pp | 0.00% +0.000 pp | USD5.33 -33.6% | 13 qtrs — |
| 60 | VIRTU FINANCIAL LLC | 18.7K +18.7K (+100.0%) | 66.0K +66.0K (+100.0%) | 0.06% +0.055 pp | 0.00% +0.003 pp | USD3.54 +0.0% | 1 qtrs NEW |
| 61 | OCCUDO QUANTITATIVE STRATEGIES LP | 18.4K +18.4K (+100.0%) | 65.2K +65.2K (+100.0%) | 0.05% +0.054 pp | 0.00% +0.004 pp | USD3.54 +0.0% | 1 qtrs NEW |
| 62 | COLDSTREAM CAPITAL MANAGEMENT INC | 18.3K -6.5K (-26.2%) | 64.9K -54.8K (-45.8%) | 0.05% -0.021 pp | 0.00% -0.001 pp | USD4.82 -26.6% | 4 qtrs — |
| 63 | SEI INVESTMENTS CO | 16.3K +— (+0.0%) | 57.7K -20.9K (-26.6%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD4.70 -24.7% | 3 qtrs — |
| 64 | OXFORD ASSET MANAGEMENT LLP | 15.7K +15.7K (+100.0%) | 55.6K +55.6K (+100.0%) | 0.05% +0.047 pp | 0.02% +0.023 pp | USD3.54 +0.0% | 3 qtrs — |
| 65 | SQUAREPOINT OPS LLC | 15.6K +15.6K (+100.0%) | 55.3K +55.3K (+100.0%) | 0.05% +0.046 pp | 0.00% +0.000 pp | USD3.54 +0.0% | 1 qtrs NEW |
| 66 | PRICE T ROWE ASSOCIATES INC /MD/ | 15.3K +— (+0.0%) | 55.0K -19.0K (-25.7%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD5.13 -31.0% | 5 qtrs — |
| 67 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 14.8K -172.0 (-1.1%) | 52.5K -19.8K (-27.4%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD5.34 -33.7% | 7 qtrs — |
| 68 | ENGINEERS GATE MANAGER LP | 14.7K +14.7K (+100.0%) | 51.9K +51.9K (+100.0%) | 0.04% +0.043 pp | 0.00% +0.001 pp | USD3.54 +0.0% | 1 qtrs NEW |
| 69 | JPMORGAN CHASE & CO | 14.6K +226.0 (+1.6%) | 51.6K -17.6K (-25.4%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD5.76 -38.5% | 41 qtrs — |
| 70 | INTERCHANGE CAPITAL PARTNERS, LLC | 14.0K +14.0K (+100.0%) | 49.6K +49.6K (+100.0%) | 0.04% +0.042 pp | 0.01% +0.009 pp | USD3.54 +0.0% | 1 qtrs NEW |
| 71 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13.8K +2.3K (+20.4%) | 49.0K -6.4K (-11.6%) | 0.04% +0.006 pp | 0.00% +0.000 pp | USD7.27 -51.3% | 11 qtrs — |
| 72 | INTECH INVESTMENT MANAGEMENT LLC | 13.3K -1.5K (-10.3%) | 46.9K -24.3K (-34.1%) | 0.04% -0.005 pp | 0.00% 0.000 pp | USD5.22 -32.2% | 5 qtrs — |
| 73 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 12.3K +— (+0.0%) | 44.0K -15.0K (-25.4%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD6.73 -47.4% | 10 qtrs — |
| 74 | MICHELS FAMILY FINANCIAL, LLC | 12.3K -34.0K (-73.4%) | 43.5K -179.7K (-80.5%) | 0.04% -0.103 pp | 0.03% -0.142 pp | USD4.82 -26.6% | 2 qtrs — |
| 75 | AQR CAPITAL MANAGEMENT LLC | 12.3K -20.6K (-62.6%) | 43.5K -114.9K (-72.5%) | 0.04% -0.063 pp | 0.00% 0.000 pp | USD4.96 -28.6% | 4 qtrs — |
| 76 | CHANCELLOR FINANCIAL GROUP WB LP | 11.9K +200.0 (+1.7%) | 41.9K -14.2K (-25.3%) | 0.04% +0.000 pp | 0.03% -0.011 pp | USD5.19 -31.8% | 5 qtrs — |
| 77 | LPL FINANCIAL LLC | 11.3K -3.5K (-23.4%) | 40.0K -31.1K (-43.8%) | 0.03% -0.011 pp | 0.00% +0.000 pp | USD6.33 -44.1% | 15 qtrs — |
| 78 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11.1K +— (+0.0%) | 39.3K -14.2K (-26.6%) | 0.03% -0.001 pp | 0.00% 0.000 pp | USD5.23 -32.3% | 5 qtrs — |
| 79 | INSCRIPTION CAPITAL, LLC | 10.7K +10.7K (+100.0%) | 37.9K +37.9K (+100.0%) | 0.03% +0.032 pp | 0.00% +0.004 pp | USD3.54 +0.0% | 1 qtrs NEW |
| 80 | METIS GLOBAL PARTNERS, LLC | 10.2K +— (+0.0%) | 36.1K -13.0K (-26.6%) | 0.03% -0.001 pp | 0.00% 0.000 pp | USD6.11 -42.1% | 8 qtrs — |
| 81 | STONEX GROUP INC. | 10.1K +10.1K (+100.0%) | 35.8K +35.8K (+100.0%) | 0.03% +0.030 pp | 0.00% +0.002 pp | USD3.54 +0.0% | 1 qtrs NEW |
| 82 | SHERBROOKE PARK ADVISERS LLC | 10.1K +10.1K (+100.0%) | 35.7K +35.7K (+100.0%) | 0.03% +0.030 pp | 0.09% +0.092 pp | USD3.54 +0.0% | 1 qtrs NEW |
| 83 | ADVISOR GROUP HOLDINGS, INC. | 7.8K -722.0 (-8.4%) | 27.8K -14.7K (-34.7%) | 0.02% -0.003 pp | 0.00% +0.000 pp | USD5.41 -34.6% | 24 qtrs — |
| 84 | BNP PARIBAS ARBITRAGE, SNC | 7.1K -1.1K (-13.9%) | 25.0K -14.5K (-36.8%) | 0.02% -0.004 pp | 0.00% +0.000 pp | USD5.29 -33.1% | 49 qtrs — |
| 85 | NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 7.0K +1.2K (+20.8%) | 24.7K -3.1K (-11.3%) | 0.02% +0.003 pp | 0.00% 0.000 pp | USD6.16 -42.5% | 15 qtrs — |
| 86 | FMR LLC | 6.5K -667.0 (-9.3%) | 23.1K -11.6K (-33.4%) | 0.02% -0.002 pp | 0.00% +0.000 pp | USD5.39 -34.3% | 19 qtrs — |
| 87 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 6.6K +6.6K (+100.0%) | 23.0K +23.0K (+100.0%) | 0.02% +0.020 pp | 0.00% +0.000 pp | USD3.54 +0.0% | 1 qtrs NEW |
| 88 | PNC FINANCIAL SERVICES GROUP, INC. | 6.3K -20.4K (-76.4%) | 22.4K -106.4K (-82.6%) | 0.02% -0.062 pp | 0.00% 0.000 pp | USD5.21 -32.1% | 16 qtrs — |
| 89 | SIMPLEX TRADING, LLC | 5.7K +4.0K (+232.5%) | 20.3K +12.3K (+153.7%) | 0.02% +0.012 pp | 0.00% +0.000 pp | USD3.92 -9.7% | 2 qtrs — |
| 90 | LEGAL & GENERAL GROUP PLC | 3.3K -281.0 (-7.9%) | 11.6K -5.6K (-32.3%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD6.06 -41.6% | 11 qtrs — |
| 91 | TOWER RESEARCH CAPITAL LLC (TRC) | 3.0K +218.0 (+7.7%) | 10.8K -2.8K (-20.9%) | 0.01% +0.001 pp | 0.00% 0.000 pp | USD4.93 -28.2% | 35 qtrs — |
| 92 | CORECAP ADVISORS, LLC | 2.8K +93.0 (+3.4%) | 10.1K -3.2K (-24.1%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD5.60 -36.8% | 8 qtrs — |
| 93 | AMERITAS INVESTMENT PARTNERS, INC. | 2.6K +— (+0.0%) | 9.2K -3.3K (-26.6%) | 0.01% 0.000 pp | 0.00% 0.000 pp | USD8.07 -56.1% | 11 qtrs — |
| 94 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1.9K -13.0 (-0.7%) | 6.8K -2.5K (-27.0%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD4.82 -26.6% | 11 qtrs — |
| 95 | ROYAL BANK OF CANADA | 1.6K -120.1K (-98.7%) | 6.0K -581.0K (-99.0%) | 0.00% -0.362 pp | 0.00% 0.000 pp | USD4.79 -26.1% | 25 qtrs — |
| 96 | JONES FINANCIAL COMPANIES LLLP | 1.4K +— (+0.0%) | 4.9K -2.0K (-28.9%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD4.79 -26.1% | 6 qtrs — |
| 97 | AMALGAMATED BANK | 992.00 -72.0 (-6.8%) | 4.0K -1.0K (-20.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD8.07 -56.1% | 11 qtrs — |
| 98 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.0K +— (+0.0%) | 3.6K -1.3K (-26.5%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD6.82 -48.1% | 33 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.03% | 400.2K | 0.60% |
| 2 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.03% | 3.1K | 0.29% |
| 3 | Avantis Global Small Cap Value UCITS ETF AVGS.L | 0.02% | 180.3K | 0.39% |
| 4 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.01% | 6.6K | 0.35% |
| 5 | Avantis U.S. Small Cap Value ETF AVUV | 0.01% | 3.36M | 0.25% |
| 6 | iShares Russell 2000 Growth ETF IWO | 0.01% | 1.03M | 0.24% |
| 7 | Vanguard Russell 2000 Growth ETF VTWG | 0.01% | 112.6K | 0.06% |
| 8 | Dimensional - US Small Cap Value ETF DFSV | 0.01% | 478.0K | 0.30% |
| 9 | Avantis U.S. Small Cap Equity ETF AVSC | 0.01% | 170.2K | 0.25% |
| 10 | Invesco RAFI US 1500 Small-Mid ETF PRFZ | 0.01% | 144.6K | 0.34% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-20 | Bunch John Mark | Officer | F-InKind | D | Common Stock | 8,910 | 4.43 | 39.5K | 214,566 | D | ↗ |
| 2025-12-04 | Herlin Robert S | Director | A-Award | A | Common Stock | 24,214 | 0.00 | — | 1,836,715 | D | ↗ |
| 2025-12-04 | Hargrave Marjorie Anne | Director | A-Award | A | Common Stock | 24,214 | 0.00 | — | 117,992 | D | ↗ |
| 2025-12-04 | Dozier William | Director | A-Award | A | Common Stock | 24,214 | 0.00 | — | 264,224 | D | ↗ |
| 2025-12-04 | DiPaolo Edward John | Director | A-Award | A | Common Stock | 24,214 | 0.00 | — | 338,837 | D | ↗ |
| 2025-12-04 | Bierria Myra C | Director | A-Award | A | Common Stock | 24,214 | 0.00 | — | 86,122 | D | ↗ |
| 2025-10-31 | Loyd Kelly William | Director / Officer | F-InKind | D | Common Stock | 9,649 | 4.38 | 42.3K | 482,123 | D | ↗ |
| 2025-09-18 | Stash Ryan | Officer | A-Award | A | Common Stock | 53,419 | 0.00 | — | 306,897 | D | ↗ |
| 2025-09-18 | Loyd Kelly William | Director / Officer | A-Award | A | Common Stock | 102,834 | 0.00 | — | 491,772 | D | ↗ |
| 2025-09-18 | Bunch John Mark | Officer | A-Award | A | Common Stock | 55,759 | 0.00 | — | 223,476 | D | ↗ |
| 2025-09-18 | Beatty Kelly | Officer | A-Award | A | Common Stock | 18,922 | 0.00 | — | 77,630 | D | ↗ |
| 2025-08-29 | Stash Ryan | Officer | F-InKind | D | Common Stock | 5,438 | 5.16 | 28.1K | 253,478 | D | ↗ |
| 2025-08-29 | Loyd Kelly William | Director / Officer | F-InKind | D | Common Stock | 10,922 | 5.16 | 56.4K | 388,938 | D | ↗ |
| 2025-08-29 | Bunch John Mark | Officer | F-InKind | D | Common Stock | 4,699 | 5.16 | 24.2K | 167,717 | D | ↗ |
| 2025-08-29 | Beatty Kelly | Officer | F-InKind | D | Common Stock | 1,414 | 5.16 | 7.3K | 58,708 | D | ↗ |
| 2025-06-30 | Stash Ryan | Officer | F-InKind | D | Common Stock | 8,827 | 4.70 | 41.5K | 258,916 | D | ↗ |
| 2025-06-30 | Loyd Kelly William | Director / Officer | F-InKind | D | Common Stock | 18,247 | 4.70 | 85.8K | 399,860 | D | ↗ |
| 2025-06-30 | Bunch John Mark | Officer | F-InKind | D | Common Stock | 3,297 | 4.70 | 15.5K | 172,416 | D | ↗ |
| 2025-06-30 | Beatty Kelly | Officer | F-InKind | D | Common Stock | 1,280 | 4.70 | 6.0K | 60,122 | D | ↗ |
| 2025-02-21 | Bunch John Mark | Officer | F-InKind | D | Common Stock | 8,691 | 5.13 | 44.6K | 175,713 | D | ↗ |
| 2025-02-21 | Beatty Kelly | Officer | F-InKind | D | Common Stock | 2,965 | 5.13 | 15.2K | 61,402 | D | ↗ |
| 2024-12-05 | Herlin Robert S | Director | A-Award | A | Common Stock | 17,483 | 0.00 | — | 1,812,501 | D | ↗ |
| 2024-12-05 | Hargrave Marjorie Anne | Director | A-Award | A | Common Stock | 17,483 | 0.00 | — | 93,778 | D | ↗ |
| 2024-12-05 | Dozier William | Director | A-Award | A | Common Stock | 17,483 | 0.00 | — | 240,010 | D | ↗ |
| 2024-12-05 | DiPaolo Edward John | Director | A-Award | A | Common Stock | 17,483 | 0.00 | — | 314,623 | D | ↗ |
| 2024-12-05 | Bierria Myra C | Director | A-Award | A | Common Stock | 17,483 | 0.00 | — | 61,908 | D | ↗ |
| 2024-11-18 | Stash Ryan | Officer | F-InKind | D | Common Stock | 7,671 | 5.91 | 45.3K | 267,743 | D | ↗ |
| 2024-11-01 | Loyd Kelly William | Director / Officer | F-InKind | D | Common Stock | 9,692 | 5.15 | 49.9K | 418,107 | D | ↗ |
| 2024-09-17 | Stash Ryan | Officer | A-Award | A | Performance Stock Unit | 27,106 | 0.00 | — | 27,106 | — | ↗ |
| 2024-09-17 | Loyd Kelly William | Director / Officer | A-Award | A | Common Stock | 104,360 | 0.00 | — | 427,799 | — | ↗ |
| 2024-09-17 | Bunch John Mark | Officer | A-Award | A | Performance Stock Unit | 28,294 | 0.00 | — | 28,294 | — | ↗ |
| 2024-09-17 | Beatty Kelly | Officer | F-InKind | D | Common Stock | 445 | 5.15 | 2.3K | 64,367 | — | ↗ |
| 2024-08-30 | Stash Ryan | Officer | F-InKind | D | Common Stock | 5,644 | 5.15 | 29.1K | 221,202 | — | ↗ |
| 2024-08-30 | Loyd Kelly William | Director / Officer | F-InKind | D | Common Stock | 6,373 | 5.15 | 32.8K | 323,439 | — | ↗ |
| 2024-08-30 | Bunch John Mark | Officer | F-InKind | D | Common Stock | 2,239 | 5.15 | 11.5K | 127,817 | — | ↗ |
| 2024-08-30 | Beatty Kelly | Officer | F-InKind | D | Common Stock | 451 | 5.15 | 2.3K | 45,609 | — | ↗ |
| 2024-06-28 | Stash Ryan | Officer | F-InKind | D | Common Stock | 15,120 | 5.27 | 79.7K | 226,846 | — | ↗ |
| 2024-06-07 | Beatty Kelly | Officer | A-Award | A | Common Stock | 500 | 0.00 | — | 46,060 | — | ↗ |
| 2024-02-22 | Beatty Kelly | Officer | F-InKind | D | Common Stock | 2,965 | 5.66 | 16.8K | 45,560 | — | ↗ |
| 2024-02-21 | Bunch John Mark | Officer | F-InKind | D | Common Stock | 5,930 | 5.68 | 33.7K | 130,056 | — | ↗ |
| 2024-02-15 | Beatty Kelly | Officer | A-Award | A | Common Stock | 5,000 | 0.00 | — | 48,525 | — | ↗ |
| 2023-12-07 | Herlin Robert S | Director | A-Award | A | Common Stock | 16,807 | 0.00 | — | 1,795,018 | — | ↗ |
| 2023-12-07 | Hargrave Marjorie Anne | Director | A-Award | A | Common Stock | 16,807 | 0.00 | — | 76,295 | — | ↗ |
| 2023-12-07 | Dozier William | Director | A-Award | A | Common Stock | 16,807 | 0.00 | — | 222,527 | — | ↗ |
| 2023-12-07 | DiPaolo Edward John | Director | A-Award | A | Common Stock | 16,807 | 0.00 | — | 297,140 | — | ↗ |
| 2023-12-07 | Bierria Myra C | Director | A-Award | A | Common Stock | 16,807 | 0.00 | — | 44,425 | — | ↗ |
| 2023-11-17 | Stash Ryan | Officer | F-InKind | D | Common Stock | 7,694 | 5.91 | 45.5K | 241,966 | — | ↗ |
| 2023-11-01 | Loyd Kelly William | Director / Officer | F-InKind | D | Common Stock | 9,742 | 6.43 | 62.6K | 329,812 | — | ↗ |
| 2023-09-22 | Stash Ryan | Officer | A-Award | A | Common Stock | 40,982 | 0.00 | — | 249,660 | — | ↗ |
| 2023-09-22 | Loyd Kelly William | Director / Officer | A-Award | A | Common Stock | 78,893 | 0.00 | — | 339,554 | — | ↗ |
| 2023-09-22 | Bunch John Mark | Officer | A-Award | A | Common Stock | 42,777 | 0.00 | — | 135,986 | — | ↗ |
| 2023-09-22 | Beatty Kelly | Officer | A-Award | A | Performance Stock Unit | 4,418 | 0.00 | — | 7,040 | — | ↗ |
| 2023-09-01 | Stash Ryan | Officer | F-InKind | D | Common Stock | 7,262 | 8.89 | 64.6K | 208,678 | — | ↗ |
| 2023-09-01 | Loyd Kelly William | Director / Officer | F-InKind | D | Common Stock | 3,015 | 8.89 | 26.8K | 260,661 | — | ↗ |
| 2023-09-01 | Bunch John Mark | Officer | F-InKind | D | Common Stock | 353 | 8.89 | 3.1K | 93,209 | — | ↗ |
| 2023-09-01 | Beatty Kelly | Officer | F-InKind | D | Common Stock | 212 | 8.89 | 1.9K | 34,689 | — | ↗ |
| 2023-06-30 | Stash Ryan | Officer | F-InKind | D | Common Stock | 19,681 | 8.07 | 158.8K | 215,940 | — | ↗ |
| 2023-02-22 | Beatty Kelly | Officer | F-InKind | D | Common Stock | 2,965 | 6.19 | 18.4K | 34,901 | — | ↗ |
| 2023-02-21 | Bunch John Mark | Officer | — | D | Common Stock | 0 | 0.00 | — | 93,562 | — | ↗ |
| 2022-12-08 | Loyd Kelly William | Director | F-InKind | D | Common Stock | 3,375 | 6.71 | 22.6K | 263,676 | — | ↗ |
| 2022-12-08 | Herlin Robert S | Director | A-Award | A | Common Stock | 14,859 | 0.00 | — | 1,778,211 | — | ↗ |
| 2022-12-08 | Hargrave Marjorie Anne | Director | A-Award | A | Common Stock | 14,859 | 0.00 | — | 59,488 | — | ↗ |
| 2022-12-08 | Dozier William | Director | A-Award | A | Common Stock | 14,859 | 0.00 | — | 205,720 | — | ↗ |
| 2022-12-08 | DiPaolo Edward John | Director | A-Award | A | Common Stock | 14,859 | 0.00 | — | 280,333 | — | ↗ |
| 2022-12-08 | Bierria Myra C | Director | A-Award | A | Common Stock | 14,859 | 0.00 | — | 27,618 | — | ↗ |
| 2022-12-08 | Beatty Kelly | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 37,866 | — | ↗ |
| 2022-11-30 | Stash Ryan | Director | F-InKind | D | Common Stock | 4,869 | 7.73 | 37.6K | 235,621 | — | ↗ |
| 2022-11-10 | Hargrave Marjorie Anne | Director | A-Award | A | Common Stock | 16,341 | 0.00 | — | 44,629 | — | ↗ |
| 2022-11-01 | Loyd Kelly William | Director | A-Award | A | Common Stock | 170,225 | 0.00 | — | 267,051 | — | ↗ |
| 2022-09-01 | Stash Ryan | Officer | F-InKind | D | Common Stock | 2,045 | 6.94 | 14.2K | 207,338 | — | ↗ |
| 2022-06-30 | Brown Jason E. | Director | D-Return | D | Common Stock | 271,411 | 0.00 | — | 197,141 | — | ↗ |
| 2022-03-24 | Stash Ryan | Officer | S-Sale | D | Common Stock | 4,870 | 5.54 | 27.0K | 209,383 | — | ↗ |
| 2021-12-09 | Loyd Kelly William | Director | A-Award | A | Common Stock | 11,386 | 5.27 | 60.0K | 96,826 | — | ↗ |
| 2021-12-09 | Herlin Robert S | Director | A-Award | A | Common Stock | 11,386 | 5.27 | 60.0K | 1,763,352 | — | ↗ |
| 2021-12-09 | Hargrave Marjorie Anne | Director | A-Award | A | Common Stock | 11,386 | 5.27 | 60.0K | 28,288 | — | ↗ |
| 2021-12-09 | Dozier William | Director | A-Award | A | Common Stock | 11,386 | 5.27 | 60.0K | 190,861 | — | ↗ |
| 2021-12-09 | DiPaolo Edward John | Director | A-Award | A | Common Stock | 11,386 | 5.27 | 60.0K | 265,474 | — | ↗ |
| 2021-11-09 | Stash Ryan | Officer | A-Award | A | Contingent Performance Stock Grant | 19,543 | 0.00 | — | 44,751 | — | ↗ |
| 2021-11-09 | Brown Jason E. | Officer | A-Award | A | Contingent Performance Stock Grant | 35,952 | 0.00 | — | 311,184 | — | ↗ |
| 2021-09-17 | Stash Ryan | Officer | A-Award | A | Common Stock | 58,629 | 0.00 | — | 214,253 | — | ↗ |
| 2021-09-17 | Brown Jason E. | Officer | A-Award | A | Common Stock | 107,854 | 0.00 | — | 468,552 | — | ↗ |
| 2021-08-02 | Schultz Roderick A. | Officer | D-Return | D | Contingent Performance Stock Grant | 19,361 | 0.00 | — | 0 | — | ↗ |
| 2021-03-01 | Hargrave Marjorie Anne | Director | — | D | Common Stock | 0 | 0.00 | — | 16,902 | — | ↗ |
| 2020-12-09 | Stash Ryan | Officer | A-Award | A | Common Stock | 75,624 | 0.00 | — | 155,624 | — | ↗ |
| 2020-12-09 | Schultz Roderick A. | Officer | A-Award | A | Contingent Performance Stock Grant | 19,361 | 0.00 | — | 19,361 | — | ↗ |
| 2020-12-09 | Loyd Kelly William | Director | A-Award | A | Common Stock | 19,868 | 3.02 | 60.0K | 85,440 | — | ↗ |
| 2020-12-09 | Herlin Robert S | Director | A-Award | A | Common Stock | 19,868 | 3.02 | 60.0K | 1,751,966 | — | ↗ |
| 2020-12-09 | Dozier William | Director | A-Award | A | Common Stock | 19,868 | 3.02 | 60.0K | 179,475 | — | ↗ |
| 2020-12-09 | DiPaolo Edward John | Director | A-Award | A | Common Stock | 19,868 | 3.02 | 60.0K | 254,088 | — | ↗ |
| 2020-12-09 | Brown Jason E. | Officer | A-Award | A | Common Stock | 225,695 | 0.00 | — | 360,698 | — | ↗ |
| 2020-11-23 | Stash Ryan | Officer | A-Award | A | Common Stock | 80,000 | 0.00 | — | 80,000 | — | ↗ |
| 2020-11-18 | Stash Ryan | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-09-05 | Schultz Roderick A. | Officer | F-InKind | D | Common Stock | 340 | 2.86 | 972.40 | 64,494 | — | ↗ |
| 2020-09-03 | Schultz Roderick A. | Officer | F-InKind | D | Common Stock | 1,385 | 2.86 | 4.0K | 64,834 | — | ↗ |
| 2020-09-01 | Schultz Roderick A. | Officer | F-InKind | D | Common Stock | 907 | 2.73 | 2.5K | 66,219 | — | ↗ |
| 2019-12-10 | Schultz Roderick A. | Officer | A-Award | A | Common Stock | 22,167 | 0.00 | — | 67,126 | — | ↗ |
| 2019-12-10 | Ogilvie Marran H. | Director | A-Award | A | Common Stock | 11,279 | 5.32 | 60.0K | 47,946 | — | ↗ |
| 2019-12-10 | Loyd Kelly William | Director | A-Award | A | Common Stock | 11,279 | 5.32 | 60.0K | 65,572 | — | ↗ |
| 2019-12-10 | Joe David | Officer | A-Award | A | Common Stock | 48,057 | 0.00 | — | 333,628 | — | ↗ |
| 2019-12-10 | Herlin Robert S | Director | A-Award | A | Common Stock | 11,279 | 5.32 | 60.0K | 1,732,098 | — | ↗ |
| 2019-12-10 | Dozier William | Director | A-Award | A | Common Stock | 11,279 | 5.32 | 60.0K | 159,607 | — | ↗ |
| 2019-12-10 | DiPaolo Edward John | Director | A-Award | A | Common Stock | 11,279 | 5.32 | 60.0K | 234,220 | — | ↗ |
| 2019-12-10 | Brown Jason E. | Officer | A-Award | A | Common Stock | 86,131 | 0.00 | — | 135,003 | — | ↗ |
| 2019-12-04 | Schultz Roderick A. | Officer | F-InKind | D | Common Stock | 316 | 5.13 | 1.6K | 44,959 | — | ↗ |
| 2019-09-09 | Schultz Roderick A. | Officer | M-Exempt | A | Common Stock | 2,807 | 0.00 | — | 47,322 | — | ↗ |
| 2019-09-09 | Joe David | Officer | M-Exempt | A | Common Stock | 7,349 | 5.93 | 43.6K | 290,938 | — | ↗ |
| 2019-09-05 | Schultz Roderick A. | Officer | F-InKind | D | Common Stock | 353 | 5.88 | 2.1K | 44,515 | — | ↗ |
| 2019-09-01 | Schultz Roderick A. | Officer | F-InKind | D | Common Stock | 342 | 5.92 | 2.0K | 44,868 | — | ↗ |
| 2019-07-10 | Brown Jason E. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-12-31 | Schultz Roderick A. | Officer | F-InKind | D | Common Stock | 1,227 | 6.97 | 8.6K | 45,210 | — | ↗ |
| 2018-12-31 | Ogilvie Marran H. | Director | P-Purchase | A | Common Stock | 6,800 | 6.81 | 46.3K | 36,667 | — | ↗ |
| 2018-12-31 | Joe David | Officer | F-InKind | D | Common Stock | 3,213 | 6.97 | 22.4K | 283,589 | — | ↗ |
| 2018-12-06 | Ogilvie Marran H. | Director | A-Award | A | Common Stock | 7,043 | 8.52 | 60.0K | 29,867 | — | ↗ |
| 2018-12-06 | Loyd Kelly William | Director | A-Award | A | Common Stock | 7,043 | 8.52 | 60.0K | 54,293 | — | ↗ |
| 2018-12-06 | Herlin Robert S | Director | A-Award | A | Common Stock | 7,043 | 8.52 | 60.0K | 1,720,819 | — | ↗ |
| 2018-12-06 | Dozier William | Director | A-Award | A | Common Stock | 7,043 | 8.52 | 60.0K | 148,328 | — | ↗ |
| 2018-12-06 | DiPaolo Edward John | Director | A-Award | A | Common Stock | 7,043 | 8.52 | 60.0K | 222,941 | — | ↗ |
| 2018-12-04 | Schultz Roderick A. | Officer | F-InKind | D | Common Stock | 316 | 9.02 | 2.9K | 46,437 | — | ↗ |
| 2018-12-04 | Joe David | Officer | F-InKind | D | Common Stock | 1,646 | 9.02 | 14.8K | 286,802 | — | ↗ |
| 2018-10-09 | Joe David | Officer | S-Sale | D | Common Stock | 4,306 | 12.58 | 54.2K | 288,448 | — | ↗ |
| 2018-09-25 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 42,220 | 11.24 | 474.7K | 252,106 | — | ↗ |
| 2018-09-24 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 22,090 | 11.03 | 243.6K | 294,326 | — | ↗ |
| 2018-09-21 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 45,000 | 10.92 | 491.3K | 316,416 | — | ↗ |
| 2018-09-19 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 21,500 | 10.89 | 234.2K | 361,416 | — | ↗ |
| 2018-09-18 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 90,000 | 10.79 | 970.7K | 382,916 | — | ↗ |
| 2018-09-14 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 7,806 | 10.27 | 80.2K | 472,916 | — | ↗ |
| 2018-09-12 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 25,000 | 10.12 | 253.0K | 480,722 | — | ↗ |
| 2018-09-11 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 25,000 | 10.01 | 250.2K | 505,722 | — | ↗ |
| 2018-09-10 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 18,914 | 10.07 | 190.4K | 530,722 | — | ↗ |
| 2018-09-05 | Schultz Roderick A. | Officer | A-Award | A | Common Stock | 12,425 | 0.00 | — | 48,728 | — | ↗ |
| 2018-09-05 | Joe David | Officer | F-InKind | D | Common Stock | 3,579 | 9.90 | 35.4K | 267,775 | — | ↗ |
| 2018-09-01 | Schultz Roderick A. | Officer | F-InKind | D | Common Stock | 329 | 10.05 | 3.3K | 33,496 | — | ↗ |
| 2018-09-01 | Joe David | Officer | F-InKind | D | Common Stock | 886 | 10.05 | 8.9K | 264,006 | — | ↗ |
| 2018-08-28 | Schultz Roderick A. | Officer | F-InKind | D | Common Stock | 183 | 9.65 | 1.8K | 33,825 | — | ↗ |
| 2018-08-28 | Joe David | Officer | F-InKind | D | Common Stock | 346 | 9.65 | 3.3K | 264,892 | — | ↗ |
| 2018-07-10 | Joe David | Officer | S-Sale | D | Common Stock | 12,352 | 12.00 | 148.2K | 265,238 | — | ↗ |
| 2018-07-06 | Schultz Roderick A. | Officer | S-Sale | D | Common Stock | 3,000 | 11.40 | 34.2K | 34,552 | — | ↗ |
| 2018-07-02 | Schultz Roderick A. | Officer | S-Sale | D | Common Stock | 3,000 | 10.60 | 31.8K | 37,552 | — | ↗ |
| 2018-07-02 | Joe David | Officer | S-Sale | D | Common Stock | 16,000 | 11.02 | 176.3K | 277,590 | — | ↗ |
| 2018-06-29 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 103,488 | 9.89 | 1.02M | 549,636 | — | ↗ |
| 2018-06-28 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 11,882 | 10.12 | 120.2K | 409,708 | — | ↗ |
| 2018-06-27 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 86,231 | 10.32 | 889.7K | 446,590 | — | ↗ |
| 2018-06-26 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 120,000 | 10.12 | 1.21M | 532,821 | — | ↗ |
| 2018-06-25 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 50,000 | 10.09 | 504.6K | 652,821 | — | ↗ |
| 2018-06-22 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 10,000 | 9.90 | 99.0K | 1,000,000 | — | ↗ |
| 2018-06-20 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 20,000 | 9.95 | 199.0K | 1,010,000 | — | ↗ |
| 2018-06-19 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 37,000 | 9.88 | 365.6K | 722,821 | — | ↗ |
| 2018-06-18 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 25,000 | 9.91 | 247.7K | 759,821 | — | ↗ |
| 2018-06-15 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 900 | 9.85 | 8.9K | 784,821 | — | ↗ |
| 2018-06-13 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 10,000 | 10.15 | 101.5K | 1,060,000 | — | ↗ |
| 2018-06-12 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 45,000 | 10.05 | 452.0K | 805,721 | — | ↗ |
| 2018-06-11 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 66,129 | 9.95 | 658.0K | 850,721 | — | ↗ |
| 2018-06-08 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 25,000 | 9.93 | 248.3K | 916,850 | — | ↗ |
| 2018-06-07 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 12,953 | 10.00 | 129.5K | 1,070,000 | — | ↗ |
| 2018-06-06 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 10,000 | 9.84 | 98.4K | 1,082,953 | — | ↗ |
| 2018-06-05 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 20,000 | 10.01 | 200.3K | 1,092,953 | — | ↗ |
| 2018-06-04 | Joe David | Officer | G-Gift | D | Common Stock | 3,000 | 0.00 | — | 293,590 | — | ↗ |
| 2018-06-04 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 50,000 | 10.05 | 502.4K | 1,101,850 | — | ↗ |
| 2018-06-01 | Schultz Roderick A. | Officer | S-Sale | D | Common Stock | 3,000 | 9.90 | 29.7K | 40,552 | — | ↗ |
| 2018-06-01 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 10,000 | 9.63 | 96.3K | 1,132,953 | — | ↗ |
| 2018-05-31 | Keys Randall D | Other | D-Return | D | Contingent Performance Stock Grant | 29,101 | 0.00 | — | 0 | — | ↗ |
| 2018-05-31 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 20,000 | 9.61 | 192.2K | 682,460 | — | ↗ |
| 2018-05-30 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 10,000 | 9.61 | 96.1K | 1,152,953 | — | ↗ |
| 2018-05-29 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 25,000 | 9.55 | 238.8K | 727,460 | — | ↗ |
| 2018-05-22 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 1,750 | 9.52 | 16.7K | 151,564 | — | ↗ |
| 2018-05-21 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 50,000 | 9.49 | 474.4K | 1,176,850 | — | ↗ |
| 2018-05-18 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 22,135 | 9.32 | 206.3K | 1,226,850 | — | ↗ |
| 2018-04-26 | Schultz Roderick A. | Officer | S-Sale | D | Common Stock | 3,000 | 9.00 | 27.0K | 43,552 | — | ↗ |
| 2018-04-26 | Keys Randall D | Officer | S-Sale | D | Common Stock | 10,000 | 9.01 | 90.1K | 249,260 | — | ↗ |
| 2018-04-25 | Schultz Roderick A. | Officer | S-Sale | D | Common Stock | 4,000 | 8.50 | 34.0K | 46,552 | — | ↗ |
| 2018-04-25 | Keys Randall D | Officer | S-Sale | D | Common Stock | 10,000 | 8.51 | 85.1K | 259,260 | — | ↗ |
| 2018-04-25 | Joe David | Officer | S-Sale | D | Common Stock | 1,332 | 8.50 | 11.3K | 312,590 | — | ↗ |
| 2018-04-23 | Joe David | Officer | S-Sale | D | Common Stock | 3,908 | 8.45 | 33.0K | 313,922 | — | ↗ |
| 2018-04-20 | Joe David | Officer | S-Sale | D | Common Stock | 9,370 | 8.45 | 79.2K | 317,830 | — | ↗ |
| 2018-04-18 | Joe David | Officer | S-Sale | D | Common Stock | 2,056 | 8.45 | 17.4K | 327,200 | — | ↗ |
| 2018-04-17 | Joe David | Officer | S-Sale | D | Common Stock | 2,027 | 8.30 | 16.8K | 329,256 | — | ↗ |
| 2018-04-16 | Joe David | Officer | S-Sale | D | Common Stock | 4,324 | 8.30 | 35.9K | 331,283 | — | ↗ |
| 2018-03-29 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 689 | 8.10 | 5.6K | 133,361 | — | ↗ |
| 2018-03-28 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 109 | 8.15 | 888.35 | 134,050 | — | ↗ |
| 2018-03-27 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 404 | 8.20 | 3.3K | 806,636 | — | ↗ |
| 2018-03-23 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 2,408 | 8.20 | 19.7K | 752,460 | — | ↗ |
| 2018-03-22 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 6,133 | 8.10 | 49.7K | 754,868 | — | ↗ |
| 2018-03-21 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 27,958 | 8.14 | 227.5K | 761,001 | — | ↗ |
| 2018-03-20 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 2,926 | 8.07 | 23.6K | 1,162,953 | — | ↗ |
| 2018-03-16 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 4,365 | 8.07 | 35.2K | 807,040 | — | ↗ |
| 2018-03-15 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 84 | 8.10 | 680.40 | 160,013 | — | ↗ |
| 2018-03-14 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 561 | 8.10 | 4.5K | 160,097 | — | ↗ |
| 2018-03-13 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 6,748 | 8.10 | 54.7K | 814,411 | — | ↗ |
| 2018-03-12 | Schultz Roderick A. | Officer | S-Sale | D | Common Stock | 4,000 | 8.30 | 33.2K | 50,552 | — | ↗ |
| 2018-03-12 | Joe David | Officer | S-Sale | D | Common Stock | 10,317 | 8.30 | 85.6K | 335,607 | — | ↗ |
| 2018-03-12 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 4,774 | 8.15 | 38.9K | 821,159 | — | ↗ |
| 2018-03-07 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 1,834 | 8.20 | 15.0K | 140,883 | — | ↗ |
| 2018-02-22 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 6,500 | 8.01 | 52.1K | 831,127 | — | ↗ |
| 2018-02-21 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 15,000 | 7.93 | 119.0K | 1,165,879 | — | ↗ |
| 2018-02-16 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 507 | 8.20 | 4.2K | 837,627 | — | ↗ |
| 2018-02-15 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 2,484 | 8.00 | 19.9K | 1,310,110 | — | ↗ |
| 2018-02-14 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 3,861 | 8.01 | 30.9K | 1,312,594 | — | ↗ |
| 2018-02-13 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 6,759 | 8.00 | 54.1K | 1,316,455 | — | ↗ |
| 2018-02-12 | Joe David | Officer | S-Sale | D | Common Stock | 16,666 | 8.16 | 136.0K | 345,924 | — | ↗ |
| 2017-12-18 | JVL Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 5,960 | 6.90 | 41.1K | 1,323,214 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Kelly W. Loyd President & Chief Executive Officer | 375.0K | — | 534.7K | — | 356.3K | 49.8K | 1.32M | 40.64% | ↗ |
| 2 | 2025 | J. Mark Bunch Chief Operating Officer | 305.0K | — | 289.9K | — | 217.3K | 48.2K | 860.4K | 33.70% | ↗ |
| 3 | 2025 | Ryan Stash Senior Vice President, Chief Financial Officer & Treasurer | 292.2K | — | 277.7K | — | 208.2K | 50.6K | 828.7K | 33.51% | ↗ |
| 4 | 2024 | Kelly W. Loyd President & Chief Executive Officer | 375.0K | — | 422.6K | — | 225.0K | 58.0K | 1.08M | 39.11% | ↗ |
| 5 | 2024 | J. Mark Bunch Chief Operating Officer | 305.0K | — | 229.1K | — | 137.3K | 45.6K | 717.0K | 31.96% | ↗ |
| 6 | 2024 | Ryan Stash Senior Vice President, Chief Financial Officer & Treasurer | 299.2K | — | 219.5K | — | 131.5K | 47.1K | 697.3K | 31.48% | ↗ |
| 7 | 2023 | Kelly W. Loyd President & Chief Executive Officer | 364.5K | 280.9K | 1.33M | — | — | 16.7K | 1.99M | 66.69% | ↗ |
| 8 | 2023 | Ryan Stash Senior Vice President, Chief Financial Officer & Treasurer | 285.7K | 164.1K | 267.5K | — | — | 42.6K | 760.0K | 35.20% | ↗ |
| 9 | 2023 | J. Mark Bunch Chief Operating Officer | 108.7K | 60.0K | 574.7K | — | — | 9.5K | 752.9K | 76.34% | ↗ |
| 10 | 2022 | Jason E. Brown President & Chief Executive Officer | 325.0K | 357.5K | 409.5K | — | — | 432.7K | 1.52M | 26.86% | ↗ |
| 11 | 2022 | Ryan Stash Senior Vice President, Chief Financial Officer & Treasurer | 265.0K | 218.6K | 222.6K | — | — | 46.1K | 752.4K | 29.59% | ↗ |
| 12 | 2022 | Kelly W. Loyd President & Chief Executive Officer | 3.8K | — | — | — | — | — | 3.8K | 0.00% | ↗ |
| 13 | 2022 | Kelly W. Loyd Interim President & Chief Executive Officer | 3.8K | — | — | — | — | — | 3.8K | 0.00% | ↗ |
| 14 | 2021 | Jason E. Brown President & Chief Executive Officer | 325.0K | 337.2K | 689.1K | — | — | 35.4K | 1.39M | 49.69% | ↗ |
| 15 | 2021 | Ryan Stash Senior Vice President, Chief Financial Officer & Treasurer | 163.6K | 191.9K | 454.9K | — | — | 40.5K | 850.9K | 53.46% | ↗ |
| 16 | 2021 | David Joe Senior Vice President, Chief Financial Officer & Treasurer | 135.2K | — | 260.2K | — | — | 23.7K | 419.0K | 62.10% | ↗ |
| 17 | 2020 | Jason E. Brown President & Chief Executive Officer | 316.4K | 28.4K | 726.7K | — | — | 60.1K | 1.13M | 64.22% | ↗ |
| 18 | 2020 | David Joe Senior Vice President, Chief Financial Officer & Treasurer | 269.4K | 12.7K | 224.1K | — | — | 82.1K | 588.3K | 38.09% | ↗ |
| 19 | 2019 | David Joe Senior Vice President, Chief Financial Officer & Treasurer | 255.0K | 101.4K | 236.1K | — | — | 82.3K | 674.8K | 34.99% | ↗ |
| 20 | 2019 | Robert S. Herlin Chairman of the Board | — | — | — | — | — | 150.0K | 150.0K | 0.00% | ↗ |
| 21 | 2018 | Randall D. Keys Former President & Chief Executive Officer (retired on May 31, 2018) | 302.5K | 173.3K | 188.1K | — | — | 409.1K | 1.07M | 17.53% | ↗ |
| 22 | 2018 | David Joe Senior Vice President, Chief Financial Officer & Treasurer | 250.0K | 132.2K | 95.0K | — | — | 54.5K | 531.7K | 17.87% | ↗ |
| 23 | 2018 | Robert S. Herlin Chairman of the Board | — | — | — | — | — | 15.0K | 15.0K | 0.00% | ↗ |
| 24 | 2017 | Randall D. Keys Former President & Chief Executive Officer (retired on May 31, 2018) | 327.5K | 165.0K | 488.3K | — | — | 75.1K | 1.06M | 46.24% | ↗ |
| 25 | 2017 | Randall D. Keys President & Chief Executive Officer | 327.5K | 165.0K | 488.3K | — | — | 75.1K | 1.06M | 46.24% | ↗ |
| 26 | 2017 | David Joe Senior Vice President, Chief Financial Officer & Treasurer | 245.0K | 93.8K | 246.6K | — | — | 67.9K | 653.3K | 37.75% | ↗ |
| 27 | 2017 | Robert S. Herlin Chairman of the Board | 81.2K | — | — | — | — | 15.1K | 96.2K | 0.00% | ↗ |
| 28 | 2016 | Randall D. Keys President & Chief Executive Officer | 307.5K | 330.8K | 555.2K | — | — | 55.0K | 1.25M | 44.47% | ↗ |
| 29 | 2016 | Randall D. Keys Former President & Chief Executive Officer (retired on May 31, 2018) | 307.5K | 330.8K | 555.2K | — | — | 55.0K | 1.25M | 44.47% | ↗ |
| 30 | 2016 | Robert S. Herlin Chairman of the Board | 245.0K | 220.5K | 289.0K | — | — | 41.3K | 795.8K | 36.31% | ↗ |
| 31 | 2016 | David Joe Senior Vice President, Chief Financial Officer & Treasurer | 213.0K | 173.3K | 293.2K | — | — | 48.6K | 728.0K | 40.27% | ↗ |
| 32 | 2016 | Daryl V. Mazzanti Former Senior Vice President, Operations | 140.5K | — | — | — | — | 353.1K | 493.6K | 0.00% | ↗ |
| 33 | 2015 | Randall D. Keys President, Chief Financial Officer Treasurer | 295.5K | 66.0K | 672.5K | — | — | 31.0K | 1.07M | 63.00% | ↗ |
| 34 | 2015 | Randall D. Keys President & Chief Executive Officer | 295.5K | 66.0K | 431.7K | — | — | 56.7K | 849.9K | 50.79% | ↗ |
| 35 | 2015 | Robert S. Herlin Chairman and Chief Executive Officer | 299.8K | 101.5K | 415.9K | — | — | 21.9K | 839.1K | 49.56% | ↗ |
| 36 | 2015 | Daryl V. Mazzanti Senior Vice President, Operations | 279.7K | 42.5K | 279.2K | — | — | 49.6K | 650.9K | 42.89% | ↗ |
| 37 | 2015 | Robert S. Herlin Chairman of the Board | 299.8K | 101.5K | 179.2K | — | — | 43.5K | 624.0K | 28.71% | ↗ |
| 38 | 2015 | Daryl V. Mazzanti Former Senior Vice President, Operations | 279.7K | 42.5K | 98.6K | — | — | 62.2K | 483.0K | 20.42% | ↗ |
| 39 | 2015 | David Joe Vice President, Controller, Chief Administrative Officer Corporate Secretary | 205.0K | 83.8K | 153.2K | — | — | 38.2K | 480.2K | 31.91% | ↗ |
| 40 | 2015 | David Joe Senior Vice President, Chief Financial Officer & Treasurer | 205.0K | 83.8K | 67.8K | — | — | 44.7K | 401.3K | 16.89% | ↗ |
| 41 | 2014 | Sterling H. McDonald Former Vice President, Chief Financial Officer Treasurer | 161.2K | — | — | — | — | 934.7K | 1.10M | 0.00% | ↗ |
| 42 | 2014 | Robert S. Herlin Chairman of the Board | 395.8K | 429.0K | — | — | — | 44.1K | 869.0K | 0.00% | ↗ |
| 43 | 2014 | Robert S. Herlin Chairman and Chief Executive Officer | 395.8K | 429.0K | — | — | — | 25.6K | 850.5K | 0.00% | ↗ |
| 44 | 2014 | Daryl V. Mazzanti Senior Vice President, Operations | 270.8K | 202.0K | — | — | — | 53.3K | 526.2K | 0.00% | ↗ |
| 45 | 2014 | Daryl V. Mazzanti Former Senior Vice President, Operations | 270.8K | 202.0K | — | — | — | 62.1K | 526.2K | 0.00% | ↗ |
| 46 | 2014 | Daryl V. Mazzanti Vice President, Operations | 270.8K | 202.0K | — | — | — | 47.8K | 520.6K | 0.00% | ↗ |
| 47 | 2014 | Randall D. Keys President & Chief Executive Officer | 118.5K | 56.3K | 300.0K | — | — | 12.0K | 486.8K | 61.63% | ↗ |
| 48 | 2014 | Randall D. Keys President, Chief Financial Officer Treasurer | 118.5K | 56.3K | 300.0K | — | — | 7.5K | 482.3K | 62.21% | ↗ |
| 49 | 2014 | Randall D. Keys President, Chief Financial Officer Treasurer | 118.5K | 56.3K | 300.0K | — | — | 7.5K | 482.3K | 62.21% | ↗ |
| 50 | 2014 | David Joe Senior Vice President, Chief Financial Officer & Treasurer | 193.0K | 124.0K | — | — | — | 41.4K | 358.4K | 0.00% | ↗ |
| 51 | 2014 | David Joe Vice President, Controller, Chief Administrative Officer Corporate Secretary | 193.0K | 124.0K | — | — | — | 37.5K | 354.5K | 0.00% | ↗ |
| 52 | 2014 | David Joe Vice President, Controller, Chief Administrative Officer Corporate Secretary | 193.0K | 124.0K | — | — | — | 37.5K | 354.5K | 0.00% | ↗ |
| 53 | 2013 | Robert S. Herlin Chairman and Chief Executive Officer | 372.5K | 418.0K | 402.0K | — | — | 26.6K | 1.22M | 32.98% | ↗ |
| 54 | 2013 | Robert S. Herlin Chairman, President and Chief Executive Officer | 372.5K | 418.0K | 402.0K | — | — | 26.6K | 1.22M | 32.98% | ↗ |
| 55 | 2013 | Daryl V. Mazzanti Vice President, Operations | 255.0K | 175.5K | 184.0K | — | — | 57.9K | 672.4K | 27.36% | ↗ |
| 56 | 2013 | Sterling H. McDonald Vice President, Chief Financial Officer and Treasurer | 255.0K | 195.0K | 184.0K | — | — | 34.3K | 668.3K | 27.53% | ↗ |
| 57 | 2013 | Sterling H. McDonald Former Vice President, Chief Financial Officer Treasurer | 255.0K | 195.0K | 184.0K | — | — | 34.3K | 668.3K | 27.53% | ↗ |
| 58 | 2012 | Robert S. Herlin Chairman, President and Chief Executive Officer | 327.3K | 271.4K | 303.2K | — | — | 27.3K | 929.1K | 32.63% | ↗ |
| 59 | 2012 | Daryl V. Mazzanti Vice President, Operations | 227.2K | 139.7K | 149.4K | — | — | 54.6K | 571.0K | 26.17% | ↗ |
| 60 | 2012 | Sterling H. McDonald Vice President, Chief Financial Officer and Treasurer | 227.2K | 139.7K | 149.4K | — | — | 34.0K | 550.4K | 27.15% | ↗ |
| 61 | 2011 | Robert S. Herlin Chairman, President and Chief Executive Officer | 286.5K | 161.7K | 412.5K | — | — | 23.0K | 883.7K | 46.68% | ↗ |
| 62 | 2011 | Robert S. Herlin Chairman, President and CEO | 286.5K | 161.7K | 303.2K | — | — | 18.8K | 770.2K | 39.37% | ↗ |
| 63 | 2011 | Sterling H. McDonald Vice President, Chief Financial Officer and Treasurer | 211.8K | 100.9K | 203.3K | — | — | 31.2K | 547.2K | 37.16% | ↗ |
| 64 | 2011 | Daryl V. Mazzanti Vice President, Operations | 211.8K | 84.1K | 203.3K | — | — | 29.2K | 528.3K | 38.48% | ↗ |
| 65 | 2011 | Sterling H. McDonald Vice President, CFO and Treasurer | 211.8K | 100.9K | 149.4K | — | — | 26.2K | 488.2K | 30.61% | ↗ |
| 66 | 2011 | Daryl V. Mazzanti Vice President Operations | 211.8K | 84.1K | 149.4K | — | — | 27.8K | 473.1K | 31.59% | ↗ |
| 67 | 2010 | Robert S. Herlin Chairman, President and CEO | 275.0K | 185.6K | 412.5K | — | — | 18.5K | 891.6K | 46.26% | ↗ |
| 68 | 2010 | Robert S. Herlin Chairman, President and Chief Executive Officer | 275.0K | 185.6K | 247.5K | — | — | 22.3K | 730.4K | 33.89% | ↗ |
| 69 | 2010 | Sterling H. McDonald Vice President, CFO and Treasurer | 203.3K | 102.9K | 203.3K | — | — | 23.3K | 532.9K | 38.15% | ↗ |
| 70 | 2010 | Daryl V. Mazzanti Vice President Operations | 203.3K | 97.2K | 203.3K | — | — | 24.9K | 528.7K | 38.46% | ↗ |
| 71 | 2010 | Sterling H. McDonald Vice President, Chief Financial Officer and Treasurer | 203.3K | 102.9K | 122.0K | — | — | 30.3K | 458.5K | 26.60% | ↗ |
| 72 | 2010 | Daryl V. Mazzanti Vice President, Operations | 203.3K | 97.2K | 122.0K | — | — | 26.3K | 448.8K | 27.18% | ↗ |
| 73 | 2009 | Robert S. Herlin Chairman, President and CEO | 269.2K | 103.1K | 247.5K | — | — | 18.6K | 638.4K | 38.77% | ↗ |
| 74 | 2009 | Sterling H McDonald Vice President, CFO and Treasurer | 201.1K | 64.8K | — | 247.8K | — | 22.8K | 536.6K | 46.19% | ↗ |
| 75 | 2009 | Sterling H. McDonald Vice President, CFO and Treasurer | 201.1K | 64.8K | 122.0K | — | — | 22.8K | 410.7K | 29.70% | ↗ |
| 76 | 2009 | Daryl V. Mazzanti Vice President Operations | 201.1K | 61.0K | 122.0K | — | — | 24.5K | 408.6K | 29.85% | ↗ |
| 77 | 2008 | Robert S. Herlin Chairman, President and CEO | 235.0K | 187.7K | — | 342.2K | — | 16.7K | 781.6K | 43.78% | ↗ |
| 78 | 2008 | Robert S. Herlin President and CEO | 235.0K | 130.2K | 57.4K | 342.2K | — | 16.7K | 781.6K | 51.13% | ↗ |
| 79 | 2008 | Daryl V. Mazzanti Vice President Operations | 186.7K | 111.4K | — | 331.9K | — | 22.6K | 652.6K | 50.86% | ↗ |
| 80 | 2008 | Sterling H McDonald Vice President, CFO and Treasurer | 186.7K | 126.2K | — | 248.8K | — | 16.2K | 577.8K | 43.06% | ↗ |
| 81 | 2007 | Robert S. Herlin President and CEO | 210.0K | 170.1K | — | 381.5K | — | 11.5K | 773.0K | 49.35% | ↗ |
| 82 | 2007 | Robert S. Herlin President and CEO | 210.0K | 170.1K | — | 381.5K | — | 11.5K | 773.0K | 49.35% | ↗ |
| 83 | 2007 | Daryl V. Mazzanti Vice President Operations | 166.3K | 103.3K | — | 267.6K | — | 16.8K | 554.0K | 48.31% | ↗ |
| 84 | 2007 | Daryl V. Mazzanti Vice President Operations | 166.3K | 103.3K | — | 267.6K | — | 16.8K | 554.0K | 48.31% | ↗ |
| 85 | 2007 | Sterling H. McDonald Vice President, CFO and Treasurer | 167.5K | 109.0K | — | 241.6K | — | 12.0K | 530.0K | 45.57% | ↗ |
| 86 | 2007 | Sterling H McDonald Vice President, CFO and Treasurer | 167.5K | 109.0K | — | 241.6K | — | 12.0K | 530.0K | 45.57% | ↗ |
| 87 | 2004 | Robert S. Herlin President and Chief Executive Officer | 141.2K | — | — | 250.0K | — | — | 141.2K | 177.07% | ↗ |
| 88 | 2003 | Robert S. Herlin President and Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 89 | 2002 | Robert S. Herlin President and Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Kelly W. Loyd | Chief Executive Officer, President & Director | 781.0K | male |
| J. Mark Bunch | Chief Operating Officer | 570.5K | male |
| Ryan Stash | Senior Vice President, Chief Financial Officer, Secretary, Compliance Officer & Treasurer | 551.0K | male |
| Robert Stevens Herlin | Co-Founder & Non-Executive Chairman | 131.4K | male |
| Brandi Hudson | Investor Relations Manager | — | female |
| Kelly Beatty | Chief Accounting Officer | — | female |
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Community Opinion for EPM
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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