Esquire Financial Holdings, Inc. (ESQ)
Jericho, NY, US
Esquire Financial Holdings, Inc. functions as the parent entity for Esquire Bank, National Association, delivering a diverse array of commercial banking and financial services across the United States. Its clientele includes the legal sector, small businesses, and both corporate and individual clients. The company's deposit offerings encompass checking, savings, money market, and time deposits, alongside certificates of deposit. Its lending portfolio is extensive, providing commercial loans tailored for operational liquidity, such as short-term funding for inventory, accounts receivable, or supplies, in addition to financing for approved merchant clientele. It also extends commercial lines of credit. Consumer loan options are available for various needs, including post-settlement and structured settlement financing for plaintiffs and claimants, as well as personal loans to individuals for purposes like consolidating debt, covering medical costs, managing living expenses, or settling outstanding bills. Furthermore, it originates real estate loans for multifamily, single-family residential, commercial properties, and construction projects. Merchant services are another component of its offerings. Established in 2006, Esquire Financial Holdings, Inc. maintains its primary corporate office in Jericho, New York. As of early 2022 (specifically January 25), its physical presence included a full-service branch situated in Jericho, New York, and an administrative hub located in Boca Raton, Florida.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.33% | -1.44% | +4.54% | +8.82% | +7.67% | +7.66% | +21.10% | +155.56% | +333.66% | +620.59% | +620.59% |
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
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
125.00
+4.4%
|
| Last Year | 2 |
120.50
+0.7%
|
| All Time | 3 |
100.67
-15.9%
|
-
Revenue growth+19.0% Q1'26: +20.8% (vs Q1'25)
-
EPS growth+14.4% Q1'26: +5.3% (vs Q1'25)
-
FCF margin— Q1'26: +42.5% (vs Q1'25)
-
EBIT margin— Q1'26: +37.6% (vs Q1'25)
-
ROIC— Q1'26: -27.3% (vs Q1'25)
-
Share dilution+2.6% Q1'26: +1.1% (vs Q1'25)
-
Debt / EBITDA— 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 |
Dec 2018 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
36.81M
est: 35.29M (+4.3%)
|
53.28M
est: 58.13M (-8.3%)
|
65.56M
est: 48.59M (+34.9%)
|
85.92M
est: 81.70M (+5.2%)
|
121.64M
est: 112.34M (+8.3%)
|
138.27M
est: 124.60M (+11.0%)
|
164.50M
est: 144.96M (+13.5%)
|
184.46M
178.00M – 190.92M
+27.2% YoY
|
256.66M
247.67M – 265.65M
+39.1% YoY
|
| EBITDA |
12.72M
est: 13.44M (-5.4%)
|
18.79M
est: 22.28M (-15.7%)
|
24.94M
est: 22.42M (+11.3%)
|
41.35M
est: 27.37M (+51.1%)
|
58.42M
est: 52.51M (+11.2%)
|
62.57M
est: 58.24M (+7.4%)
|
71.28M
est: 67.77M (+5.2%)
|
86.23M
83.21M – 89.25M
+27.2% YoY
|
119.98M
115.77M – 124.18M
+39.1% YoY
|
| EBIT |
11.92M
est: 14.18M (-15.9%)
|
17.17M
est: 23.35M (-26.5%)
|
22.71M
est: 19.52M (+16.4%)
|
38.80M
est: 32.82M (+18.2%)
|
55.88M
est: 52.62M (+6.2%)
|
59.28M
est: 58.36M (+1.6%)
|
68.52M
est: 67.90M (+0.9%)
|
86.40M
83.37M – 89.42M
+27.2% YoY
|
120.21M
116.00M – 124.42M
+39.1% YoY
|
| Net Income |
8.73M
est: 8.66M (+0.9%)
|
12.62M
est: 14.06M (-10.3%)
|
17.93M
est: 16.58M (+8.1%)
|
28.52M
est: 20.59M (+38.5%)
|
41.01M
est: 45.20M (-9.3%)
|
43.66M
est: 44.87M (-2.7%)
|
50.85M
est: 49.04M (+3.7%)
|
57.98M
55.34M – 60.62M
+18.2% YoY
|
70.40M
67.20M – 73.61M
+21.4% YoY
|
| SGA |
13.75M
est: 16.13M (-14.7%)
|
17.83M
est: 24.04M (-25.8%)
|
23.36M
est: 27.28M (-14.3%)
|
27.79M
est: 30.52M (-8.9%)
|
35.10M
est: 34.89M (+0.6%)
|
42.30M
est: 38.69M (+9.3%)
|
45.80M
est: 45.02M (+1.7%)
|
57.28M
55.28M – 59.29M
+27.2% YoY
|
79.71M
76.91M – 82.50M
+39.1% YoY
|
| EPS |
1.18
est: 1.24 (-4.8%)
|
1.70
est: 1.65 (+3.0%)
|
2.40
est: 2.03 (+18.2%)
|
3.73
est: 3.36 (+11.0%)
|
5.31
est: 5.19 (+2.3%)
|
5.58
est: 5.16 (+8.2%)
|
6.30
est: 5.63 (+11.9%)
|
6.66
6.35 – 6.96
+18.2% YoY
|
8.08
7.72 – 8.45
+21.4% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-27 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-26 | B | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-22 | B | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-21 | B | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-20 | B | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-19 | B | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-18 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-15 | B | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-14 | B | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-13 | B | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-12 | B | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-11 | B | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
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 | Basswood Capital Management, L.L.C. | 1.08M | 13.70% | — | 1.08M | — | — | IA | Delaware | 2022-01-10 | ↗ |
| 2 | Bennett Lindenbaum | 1.08M | 13.70% | — | 1.08M | — | — | HC, IN | United States | 2022-01-10 | ↗ |
| 3 | Matthew Lindenbaum | 1.08M | 13.70% | — | 1.08M | — | — | HC, IN | United States | 2022-01-10 | ↗ |
| 4 | Wasatch Advisors, Inc. 87-0319391 | 779.1K | 9.90% | 779.1K | — | 779.1K | — | IA | — | 2022-02-11 | ↗ |
| 5 | Christopher J. Acito & Associates GP LLC | 564.9K | 7.70% | — | 564.8K | — | 564.8K | OO | Citizenship or Place of Organization New York | 2018-02-14 | ↗ |
| 6 | Jack T. Thompson | 564.9K | 7.70% | 80.00 | 564.8K | 80.00 | 564.8K | IN | Citizenship or Place of Organization United States | 2018-02-14 | ↗ |
| 7 | CJA Private Equity Financial Restructuring GP I Ltd. | 564.8K | 7.70% | — | 564.8K | — | 564.8K | PN | Citizenship or Place of Organization Cayman Islands | 2018-02-14 | ↗ |
| 8 | CJA Private Equity Financial Restructuring Master Fund I, LP | 564.8K | 7.70% | — | 564.8K | — | 564.8K | PN | Citizenship or Place of Organization Cayman Islands | 2018-02-14 | ↗ |
| 9 | Christopher J. Acito | 564.8K | 7.70% | — | 564.8K | — | 564.8K | IN | Citizenship or Place of Organization United States | 2018-02-14 | ↗ |
| 10 | Gapstow Capital Partners LP | 564.8K | 7.70% | — | 564.8K | — | 564.8K | PN | Citizenship or Place of Organization New York | 2018-02-14 | ↗ |
| 11 | (1) BlackRock, Inc. | 525.7K | 6.40% | 521.0K | — | 525.7K | — | HC | Delaware | 2024-01-29 | ↗ |
| 12 | Pacific Ridge Capital Partners, LLC | 380.3K | 4.85% | 342.9K | — | 380.3K | — | IA | Each Reporting Person | 2022-02-14 | ↗ |
| 13 | Fund I, LP | — | 0.00% | — | — | — | — | PN | Cayman Islands | 2020-01-06 | ↗ |
| 14 | Iron Road Capital Partners LLC | — | 0.00% | — | — | — | — | OO | Delaware Limited Liability Company | 2021-02-12 | ↗ |
| 15 | Mendon Capital Advisors Corp. | — | 0.00% | — | — | — | — | OO | Delaware Corporation | 2021-02-12 | ↗ |
| 16 | RMB Capital Holdings, LLC | — | 0.00% | — | — | — | — | OO | Delaware Limited Liability Company | 2021-02-12 | ↗ |
| 17 | RMB Capital Management, LLC | — | 0.00% | — | — | — | — | IA | Delaware Limited Liability Company | 2021-02-12 | ↗ |
| 18 | RMB Mendon Managers, LLC | — | 0.00% | — | — | — | — | OO | Delaware Limited Liability Company | 2021-02-12 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 130.8K +130.8K (+100.0%) | 14.61B +14.6B (+100.0%) | 1.50% +1.502 pp | 7.52% +7.521 pp | USD102.07 +0.0% | 1 qtrs NEW |
| 2 | MAWER INVESTMENT MANAGEMENT LTD. | 800.5K +23.7K (+3.1%) | 81.70M +2.4M (+3.1%) | 9.19% -0.508 pp | 0.46% +0.046 pp | USD78.35 +30.3% | 5 qtrs — |
| 3 | BLACKROCK, INC. | 557.1K +11.1K (+2.0%) | 56.86M +1.1M (+2.1%) | 6.40% -0.420 pp | 0.00% +0.000 pp | USD66.84 +52.7% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 450.6K +11.7K (+2.7%) | 45.99M +1.2M (+2.7%) | 5.17% -0.306 pp | 0.00% +0.000 pp | USD40.25 +153.6% | 33 qtrs — |
| 5 | WASATCH ADVISORS LP | 360.6K -7.5K (-2.0%) | 36.80M -758.4K (-2.0%) | 4.14% -0.455 pp | 0.22% +0.017 pp | USD24.55 +315.8% | 35 qtrs — |
| 6 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 268.7K +— (+0.0%) | 27.43M +4.0K (+0.0%) | 3.09% -0.270 pp | 1.11% -0.014 pp | USD22.80 +347.7% | 35 qtrs — |
| 7 | COPELAND CAPITAL MANAGEMENT, LLC | 265.6K +27.5K (+11.6%) | 27.10M +2.8M (+11.6%) | 3.05% +0.077 pp | 0.61% +0.099 pp | USD95.36 +7.0% | 10 qtrs — |
| 8 | STATE STREET CORP | 241.2K -53.2K (-18.1%) | 24.62M -5.4M (-18.0%) | 2.77% -0.906 pp | 0.00% 0.000 pp | USD65.95 +54.8% | 31 qtrs — |
| 9 | AMERICAN CENTURY COMPANIES INC | 236.1K -1.9K (-0.8%) | 24.10M -191.3K (-0.8%) | 2.71% -0.261 pp | 0.01% 0.000 pp | USD61.86 +65.0% | 14 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 224.2K +8.7K (+4.0%) | 22.89M +886.8K (+4.0%) | 2.57% -0.117 pp | 0.00% +0.000 pp | USD46.68 +118.7% | 31 qtrs — |
| 11 | GW&K INVESTMENT MANAGEMENT, LLC | 199.9K +12.2K (+6.5%) | 20.41M +1.3M (+6.5%) | 2.30% -0.048 pp | 0.18% +0.007 pp | USD51.61 +97.8% | 11 qtrs — |
| 12 | DIMENSIONAL FUND ADVISORS LP | 196.0K +2.0K (+1.0%) | 20.00M +209.8K (+1.1%) | 2.25% -0.172 pp | 0.00% 0.000 pp | USD37.04 +175.6% | 28 qtrs — |
| 13 | AMPFIELD MANAGEMENT, L.P. | 189.6K -72.1K (-27.6%) | 19.35M -7.4M (-27.6%) | 2.18% -1.091 pp | 29.02% -0.749 pp | USD67.55 +51.1% | 6 qtrs — |
| 14 | ROYCE & ASSOCIATES LP | 133.2K -1.3K (-1.0%) | 13.60M -134.9K (-1.0%) | 1.53% -0.151 pp | 0.14% +0.001 pp | USD86.39 +18.2% | 4 qtrs — |
| 15 | NORTHERN TRUST CORP | 95.5K +2.0K (+2.1%) | 9.74M +206.1K (+2.2%) | 1.10% -0.071 pp | 0.00% +0.000 pp | USD56.19 +81.7% | 31 qtrs — |
| 16 | GATOR CAPITAL MANAGEMENT, LLC | 94.2K +820.0 (+0.9%) | 9.61M +85.1K (+0.9%) | 1.08% -0.084 pp | 1.95% -0.467 pp | USD36.33 +181.0% | 17 qtrs — |
| 17 | ALLIANCEBERNSTEIN L.P. | 78.4K -980.0 (-1.2%) | 8.00M -98.8K (-1.2%) | 0.90% -0.091 pp | 0.00% +0.000 pp | USD28.18 +262.2% | 19 qtrs — |
| 18 | GOLDMAN SACHS GROUP INC | 69.7K +32.3K (+86.5%) | 7.11M +3.3M (+86.6%) | 0.80% +0.334 pp | 0.00% +0.000 pp | USD86.72 +17.7% | 14 qtrs — |
| 19 | MORGAN STANLEY | 65.3K +7.9K (+13.8%) | 6.67M +810.5K (+13.8%) | 0.75% +0.034 pp | 0.00% +0.000 pp | USD76.79 +32.9% | 34 qtrs — |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 57.5K +338.0 (+0.6%) | 5.87M +35.4K (+0.6%) | 0.66% -0.054 pp | 0.00% +0.000 pp | USD78.40 +30.2% | 15 qtrs — |
| 21 | FIRST MANHATTAN CO. LLC. | 53.1K -2.6K (-4.6%) | 5.42M -261.5K (-4.6%) | 0.61% -0.085 pp | 0.01% -0.001 pp | USD20.52 +397.4% | 23 qtrs — |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 42.1K +4.8K (+12.7%) | 4.30M +485.4K (+12.7%) | 0.48% +0.017 pp | 0.00% +0.000 pp | USD97.54 +4.6% | 3 qtrs — |
| 23 | INVESCO LTD. | 41.0K +1.4K (+3.6%) | 4.18M +146.7K (+3.6%) | 0.47% -0.023 pp | 0.00% +0.000 pp | USD62.02 +64.6% | 15 qtrs — |
| 24 | COX CAPITAL MGT LLC | 38.2K +706.0 (+1.9%) | 3.99M +165.5K (+4.3%) | 0.44% -0.030 pp | 2.48% -0.017 pp | USD45.88 +122.5% | 13 qtrs — |
| 25 | JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 38.0K +— (+0.0%) | 3.88M +570.0 (+0.0%) | 0.44% -0.038 pp | 3.60% -0.133 pp | USD48.07 +112.3% | 8 qtrs — |
| 26 | HORIZON INVESTMENT SERVICES, LLC | 35.9K -593.0 (-1.6%) | 3.67M -60.0K (-1.6%) | 0.41% -0.044 pp | 1.32% -0.087 pp | USD53.92 +89.3% | 14 qtrs — |
| 27 | ROYAL BANK OF CANADA | 35.0K -20.1K (-36.4%) | 3.58M -2.0M (-36.4%) | 0.40% -0.286 pp | 0.00% 0.000 pp | USD68.75 +48.5% | 25 qtrs — |
| 28 | BANK OF NEW YORK MELLON CORP | 34.8K -13.2K (-27.5%) | 3.55M -1.3M (-27.5%) | 0.40% -0.200 pp | 0.00% 0.000 pp | USD46.33 +120.3% | 34 qtrs — |
| 29 | RUSSELL INVESTMENTS GROUP, LTD. | 30.2K -1.6K (-5.0%) | 3.08M -160.6K (-4.9%) | 0.35% -0.050 pp | 0.00% 0.000 pp | USD50.56 +101.9% | 12 qtrs — |
| 30 | RBF CAPITAL, LLC | 30.0K +— (+0.0%) | 3.06M +450.0 (+0.0%) | 0.34% -0.030 pp | 0.14% -0.001 pp | USD23.70 +330.7% | 19 qtrs — |
| 31 | JPMORGAN CHASE & CO | 29.9K +21.5K (+253.5%) | 3.05M +2.2M (+253.5%) | 0.34% +0.238 pp | 0.00% +0.000 pp | USD94.64 +7.9% | 31 qtrs — |
| 32 | MILLENNIUM MANAGEMENT LLC | 28.2K +14.2K (+100.9%) | 2.88M +1.4M (+101.0%) | 0.32% +0.149 pp | 0.00% +0.001 pp | USD102.06 +0.0% | 2 qtrs — |
| 33 | UNIPLAN INVESTMENT COUNSEL, INC. | 26.4K +10.4K (+64.9%) | 2.69M +1.1M (+64.9%) | 0.30% +0.103 pp | 0.27% +0.111 pp | USD102.06 +0.0% | 2 qtrs — |
| 34 | PRINCIPAL FINANCIAL GROUP INC | 24.1K +8.0K (+49.6%) | 2.46M +814.4K (+49.6%) | 0.28% +0.075 pp | 0.00% +0.000 pp | USD99.46 +2.6% | 3 qtrs — |
| 35 | EMERALD MUTUAL FUND ADVISERS TRUST | 23.0K +— (+0.0%) | 2.34M +345.0 (+0.0%) | 0.26% -0.023 pp | 0.11% -0.007 pp | USD53.00 +92.6% | 15 qtrs — |
| 36 | UBS GROUP AG | 21.1K -10.4K (-33.1%) | 2.15M -1.1M (-33.1%) | 0.24% -0.151 pp | 0.00% 0.000 pp | USD75.14 +35.8% | 35 qtrs — |
| 37 | MALTESE CAPITAL MANAGEMENT LLC | 20.0K +— (+0.0%) | 2.04M +299.0 (+0.0%) | 0.23% -0.020 pp | 0.36% +0.053 pp | USD26.05 +291.8% | 34 qtrs — |
| 38 | WELLS FARGO & COMPANY/MN | 19.4K +3.4K (+21.4%) | 1.98M +349.5K (+21.4%) | 0.22% +0.023 pp | 0.00% +0.000 pp | USD52.98 +92.7% | 31 qtrs — |
| 39 | SEI INVESTMENTS CO | 19.0K +7.6K (+66.3%) | 1.94M +773.6K (+66.4%) | 0.22% +0.076 pp | 0.00% +0.001 pp | USD98.53 +3.6% | 3 qtrs — |
| 40 | NUVEEN, LLC | 18.5K +— (+0.0%) | 1.89M +277.0 (+0.0%) | 0.21% -0.019 pp | 0.00% +0.000 pp | USD75.38 +35.4% | 4 qtrs — |
| 41 | CITIGROUP INC | 18.4K +1.0K (+5.9%) | 1.87M +104.7K (+5.9%) | 0.21% -0.006 pp | 0.00% +0.000 pp | USD85.88 +18.9% | 16 qtrs — |
| 42 | STIFEL FINANCIAL CORP | 17.8K +1.9K (+11.9%) | 1.82M +193.2K (+11.9%) | 0.20% +0.006 pp | 0.00% +0.000 pp | USD95.45 +6.9% | 3 qtrs — |
| 43 | POINT72 ASSET MANAGEMENT, L.P. | 17.8K +5.3K (+42.2%) | 1.82M +538.6K (+42.2%) | 0.20% +0.048 pp | 0.00% 0.000 pp | USD95.82 +6.5% | 4 qtrs — |
| 44 | BARCLAYS PLC | 17.3K +7.0K (+67.8%) | 1.77M +1.1M (+162.6%) | 0.20% +0.070 pp | 0.00% +0.000 pp | USD84.19 +21.2% | 15 qtrs — |
| 45 | BANK OF AMERICA CORP /DE/ | 16.9K -9.6K (-36.1%) | 1.72M -974.8K (-36.1%) | 0.19% -0.136 pp | 0.00% 0.000 pp | USD74.54 +36.9% | 34 qtrs — |
| 46 | ELIZABETH PARK CAPITAL ADVISORS, LTD. | 16.3K -8.5K (-34.4%) | 1.66M -871.6K (-34.4%) | 0.19% -0.123 pp | 1.37% -0.682 pp | USD42.09 +142.5% | 13 qtrs — |
| 47 | CI PRIVATE WEALTH, LLC | 16.0K +— (+0.0%) | 1.64M +241.0 (+0.0%) | 0.18% -0.016 pp | 0.00% 0.000 pp | USD66.90 +52.6% | 13 qtrs — |
| 48 | AMERIPRISE FINANCIAL INC | 14.9K +58.0 (+0.4%) | 1.52M +6.1K (+0.4%) | 0.17% -0.014 pp | 0.00% +0.000 pp | USD46.57 +119.2% | 12 qtrs — |
| 49 | SWISS NATIONAL BANK | 14.3K +400.0 (+2.9%) | 1.46M +41.0K (+2.9%) | 0.16% -0.009 pp | 0.00% +0.000 pp | USD76.50 +33.4% | 4 qtrs — |
| 50 | HIGHTOWER ADVISORS, LLC | 13.2K +28.0 (+0.2%) | 1.34M +3.1K (+0.2%) | 0.15% -0.013 pp | 0.00% 0.000 pp | USD32.10 +218.0% | 17 qtrs — |
| 51 | JANE STREET GROUP, LLC | 13.1K +3.0K (+30.0%) | 1.34M +309.2K (+30.0%) | 0.15% +0.025 pp | 0.00% +0.000 pp | USD98.19 +4.0% | 3 qtrs — |
| 52 | JUMP FINANCIAL, LLC | 13.1K +10.8K (+467.4%) | 1.34M +1.1M (+467.5%) | 0.15% +0.122 pp | 0.02% +0.014 pp | USD102.07 +0.0% | 7 qtrs — |
| 53 | CETERA INVESTMENT ADVISERS | 11.7K -2.0K (-14.5%) | 1.20M -202.3K (-14.4%) | 0.13% -0.037 pp | 0.00% 0.000 pp | USD61.37 +66.3% | 20 qtrs — |
| 54 | POLEN CAPITAL MANAGEMENT LLC | 11.7K +— (+0.0%) | 1.20M +176.0 (+0.0%) | 0.13% -0.012 pp | 0.01% +0.001 pp | USD94.67 +7.8% | 3 qtrs — |
| 55 | FIRST TRUST ADVISORS LP | 11.7K -2.0K (-14.7%) | 1.19M -205.1K (-14.7%) | 0.13% -0.037 pp | 0.00% 0.000 pp | USD55.09 +85.3% | 14 qtrs — |
| 56 | TWO SIGMA INVESTMENTS, LP | 11.6K +1.6K (+16.1%) | 1.19M +165.0K (+16.1%) | 0.13% +0.009 pp | 0.00% +0.000 pp | USD67.21 +51.9% | 17 qtrs — |
| 57 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 11.5K -29.4K (-71.9%) | 1.17M -3.0M (-71.9%) | 0.13% -0.379 pp | 0.16% -0.403 pp | USD40.71 +150.7% | 33 qtrs — |
| 58 | RHUMBLINE ADVISERS | 10.2K -1.6K (-13.3%) | 1.04M -158.5K (-13.3%) | 0.12% -0.030 pp | 0.00% 0.000 pp | USD38.46 +165.4% | 15 qtrs — |
| 59 | NUMERAI GP LLC | 10.0K +2.1K (+27.4%) | 1.02M +218.6K (+27.4%) | 0.11% +0.017 pp | 0.12% +0.010 pp | USD75.40 +35.4% | 6 qtrs — |
| 60 | RENAISSANCE TECHNOLOGIES LLC | 9.8K +9.8K (+100.0%) | 1.00M +1.0M (+100.0%) | 0.11% +0.113 pp | 0.00% +0.002 pp | USD102.07 +0.0% | 27 qtrs — |
| 61 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 9.7K +9.7K (+100.0%) | 989.4K +989.4K (+100.0%) | 0.11% +0.111 pp | 0.03% +0.034 pp | USD102.07 +0.0% | 1 qtrs NEW |
| 62 | PANAGORA ASSET MANAGEMENT INC | 9.6K -21.7K (-69.4%) | 976.5K -2.2M (-69.4%) | 0.11% -0.281 pp | 0.00% -0.009 pp | USD47.78 +113.6% | 14 qtrs — |
| 63 | RAFFERTY ASSET MANAGEMENT, LLC | 9.0K -9.8K (-52.1%) | 923.0K -1.0M (-52.1%) | 0.10% -0.132 pp | 0.00% -0.003 pp | USD91.01 +12.2% | 4 qtrs — |
| 64 | BAHL & GAYNOR INC | 8.6K +— (+0.0%) | 877.8K +129.0 (+0.0%) | 0.10% -0.009 pp | 0.00% +0.000 pp | USD65.21 +56.5% | 6 qtrs — |
| 65 | SIERRA SUMMIT ADVISORS LLC | 8.6K +8.6K (+100.0%) | 876.6K +876.6K (+100.0%) | 0.10% +0.099 pp | 0.13% +0.134 pp | USD102.07 +0.0% | 1 qtrs NEW |
| 66 | AQR CAPITAL MANAGEMENT LLC | 7.9K +271.0 (+3.6%) | 802.9K +27.8K (+3.6%) | 0.09% -0.005 pp | 0.00% 0.000 pp | USD59.71 +70.9% | 14 qtrs — |
| 67 | EAM INVESTORS, LLC | 7.7K -3.7K (-32.6%) | 784.2K -379.9K (-32.6%) | 0.09% -0.054 pp | 0.09% -0.046 pp | USD67.62 +50.9% | 6 qtrs — |
| 68 | LOS ANGELES CAPITAL MANAGEMENT LLC | 8.1K -4.1K (-33.5%) | 754.6K -492.7K (-39.5%) | 0.09% -0.059 pp | 0.00% -0.002 pp | USD41.21 +147.7% | 15 qtrs — |
| 69 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 7.1K +572.0 (+8.7%) | 728.6K +58.5K (+8.7%) | 0.08% +0.000 pp | 0.00% +0.000 pp | USD74.54 +36.9% | 15 qtrs — |
| 70 | LEGAL & GENERAL GROUP PLC | 7.0K -467.0 (-6.3%) | 709.4K -47.6K (-6.3%) | 0.08% -0.013 pp | 0.00% +0.000 pp | USD79.29 +28.7% | 15 qtrs — |
| 71 | HRT FINANCIAL LP | 6.5K -2.2K (-25.7%) | 659.0K -227.0K (-25.6%) | 0.07% -0.034 pp | 0.00% -0.001 pp | USD102.06 +0.0% | 2 qtrs — |
| 72 | RAYMOND JAMES FINANCIAL INC | 6.4K -494.0 (-7.1%) | 656.3K -50.3K (-7.1%) | 0.07% -0.013 pp | 0.00% +0.000 pp | USD84.12 +21.3% | 5 qtrs — |
| 73 | SANCTUARY ADVISORS, LLC | 5.8K +24.0 (+0.4%) | 590.5K +2.5K (+0.4%) | 0.07% -0.006 pp | 0.00% 0.000 pp | USD47.57 +114.6% | 7 qtrs — |
| 74 | VISE TECHNOLOGIES, INC. | 5.8K +5.8K (+100.0%) | 588.3K +588.3K (+100.0%) | 0.07% +0.066 pp | 0.01% +0.012 pp | USD102.07 +0.0% | 1 qtrs NEW |
| 75 | DEUTSCHE BANK AG\ | 5.6K +363.0 (+6.9%) | 570.6K +37.1K (+7.0%) | 0.06% -0.001 pp | 0.00% +0.000 pp | USD60.42 +68.9% | 15 qtrs — |
| 76 | STATE OF WISCONSIN INVESTMENT BOARD | 5.5K +603.0 (+12.3%) | 561.9K +61.6K (+12.3%) | 0.06% +0.002 pp | 0.00% +0.000 pp | USD80.48 +26.8% | 7 qtrs — |
| 77 | TOROSO INVESTMENTS, LLC | 5.5K -2.9K (-34.6%) | 560.5K -296.2K (-34.6%) | 0.06% -0.042 pp | 0.00% 0.000 pp | USD100.13 +1.9% | 3 qtrs — |
| 78 | BALYASNY ASSET MANAGEMENT L.P. | 4.9K +4.9K (+100.0%) | 504.3K +504.3K (+100.0%) | 0.06% +0.057 pp | 0.00% +0.001 pp | USD102.07 +0.0% | 1 qtrs NEW |
| 79 | CREATIVE PLANNING | 4.8K -689.0 (-12.6%) | 489.2K -70.2K (-12.6%) | 0.06% -0.013 pp | 0.00% 0.000 pp | USD87.32 +16.9% | 5 qtrs — |
| 80 | AQUATIC CAPITAL MANAGEMENT LLC | 4.8K -6.6K (-58.1%) | 486.3K -674.6K (-58.1%) | 0.05% -0.087 pp | 0.01% -0.008 pp | USD95.40 +7.0% | 4 qtrs — |
| 81 | ALPS ADVISORS INC | 4.7K +52.0 (+1.1%) | 484.6K +5.4K (+1.1%) | 0.05% -0.004 pp | 0.00% +0.000 pp | USD75.90 +34.5% | 4 qtrs — |
| 82 | BNP PARIBAS ARBITRAGE, SNC | 4.6K -10.0K (-68.3%) | 472.6K -1.0M (-68.3%) | 0.05% -0.129 pp | 0.00% -0.001 pp | USD92.28 +10.6% | 15 qtrs — |
| 83 | QUANTBOT TECHNOLOGIES LP | 4.5K -2.2K (-33.2%) | 461.7K -229.2K (-33.2%) | 0.05% -0.033 pp | 0.02% -0.003 pp | USD102.06 +0.0% | 2 qtrs — |
| 84 | PRICE T ROWE ASSOCIATES INC /MD/ | 4.1K +350.0 (+9.4%) | 417.0K +35.0K (+9.2%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD83.94 +21.6% | 5 qtrs — |
| 85 | METLIFE INVESTMENT MANAGEMENT, LLC | 4.0K +— (+0.0%) | 413.0K +60.0 (+0.0%) | 0.05% -0.004 pp | 0.00% +0.000 pp | USD41.27 +147.3% | 15 qtrs — |
| 86 | STOKES FAMILY OFFICE, LLC | 4.0K +— (+0.0%) | 408.3K +60.0 (+0.0%) | 0.05% -0.004 pp | 0.04% -0.001 pp | USD65.21 +56.5% | 6 qtrs — |
| 87 | QUANTINNO CAPITAL MANAGEMENT LP | 3.9K +1.7K (+74.9%) | 398.2K +170.5K (+74.9%) | 0.04% +0.017 pp | 0.00% +0.000 pp | USD102.06 +0.0% | 2 qtrs — |
| 88 | UBS ASSET MANAGEMENT AMERICAS INC | 3.8K +5.0 (+0.1%) | 392.2K +568.0 (+0.1%) | 0.04% -0.004 pp | 0.00% +0.000 pp | USD88.23 +15.7% | 4 qtrs — |
| 89 | FMR LLC | 3.7K +1.4K (+61.1%) | 380.5K +144.3K (+61.1%) | 0.04% +0.014 pp | 0.00% +0.000 pp | USD75.83 +34.6% | 16 qtrs — |
| 90 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 3.7K +317.0 (+9.3%) | 378.8K +32.4K (+9.4%) | 0.04% +0.000 pp | 0.00% +0.003 pp | USD96.64 +5.6% | 3 qtrs — |
| 91 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 3.4K +63.0 (+1.9%) | 346.3K +6.5K (+1.9%) | 0.04% -0.003 pp | 0.00% +0.000 pp | USD52.79 +93.4% | 7 qtrs — |
| 92 | SG AMERICAS SECURITIES, LLC | 3.3K +861.0 (+36.0%) | 332.0K +88.0K (+36.1%) | 0.04% +0.008 pp | 0.00% 0.000 pp | USD79.47 +28.4% | 6 qtrs — |
| 93 | BOSTON PARTNERS | 3.2K -398.0 (-11.0%) | 329.1K -40.6K (-11.0%) | 0.04% -0.008 pp | 0.00% +0.000 pp | USD45.18 +125.9% | 12 qtrs — |
| 94 | NEW YORK STATE COMMON RETIREMENT FUND | 3.1K +— (+0.0%) | 312.2K +46.0 (+0.0%) | 0.04% -0.003 pp | 0.00% +0.000 pp | USD41.67 +144.9% | 15 qtrs — |
| 95 | PDT PARTNERS, LLC | 3.0K +— (+0.0%) | 307.7K +45.0 (+0.0%) | 0.03% -0.003 pp | 0.02% +0.001 pp | USD79.50 +28.4% | 5 qtrs — |
| 96 | MERIDIAN WEALTH MANAGEMENT, LLC | 3.0K +— (+0.0%) | 306.2K +45.0 (+0.0%) | 0.03% -0.003 pp | 0.01% -0.001 pp | USD79.50 +28.4% | 5 qtrs — |
| 97 | SNOWDEN CAPITAL ADVISORS LLC | 2.8K +248.0 (+9.6%) | 289.9K +25.4K (+9.6%) | 0.03% +0.000 pp | 0.01% +0.000 pp | USD102.06 +0.0% | 2 qtrs — |
| 98 | JANUS HENDERSON GROUP PLC | 2.8K +— (+0.0%) | 285.8K +— (+0.0%) | 0.03% -0.003 pp | 0.00% +0.000 pp | USD57.37 +77.9% | 10 qtrs — |
| 99 | BESSEMER GROUP INC | 2.7K +363.0 (+15.6%) | 275.0K +37.0K (+15.5%) | 0.03% +0.002 pp | 0.00% +0.000 pp | USD95.66 +6.7% | 3 qtrs — |
| 100 | INTECH INVESTMENT MANAGEMENT LLC | 2.6K +— (+0.0%) | 268.0K +40.0 (+0.0%) | 0.03% -0.003 pp | 0.00% +0.000 pp | USD75.38 +35.4% | 4 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust SMID Growth Strength ETF FSGS | 0.97% | 295.4K | 0.61% |
| 2 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.41% | 370.1K | 0.63% |
| 3 | State Street SPDR S&P Regional Banking ETF KRE | 0.41% | 20.07M | 0.35% |
| 4 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.32% | 819.6K | 0.12% |
| 5 | Barron's 400SM ETF BFOR | 0.23% | 533.1K | 0.65% |
| 6 | iShares Micro-Cap ETF IWC | 0.20% | 2.91M | 0.60% |
| 7 | Vanguard U.S. Momentum Factor ETF VFMO | 0.15% | 2.50M | 0.13% |
| 8 | First Trust Merger Arbitrage ETF NTRL | 0.13% | 22.9K | 0.95% |
| 9 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.09% | 958.1K | 0.20% |
| 10 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS | 0.09% | 354.7K | 0.38% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-12-10 | Korn Martin S. | Officer | — | — | Stock Options | 2,000 | 106.23 | 212.5K | 0 | D | ↗ |
| 2026-04-30 | Korn Martin S. | Officer | — | — | Common Stock | 0 | 0.00 | — | 20,382 | I | ↗ |
| 2026-03-19 | ZISES SELIG | Director | S-Sale | D | Common Stock | 3,000 | 105.00 | 315.0K | 63,533 | I | ↗ |
| 2026-03-19 | Powers Richard T | Director | S-Sale | D | Common Stock | 2,308 | 104.83 | 241.9K | 58,233 | D | ↗ |
| 2026-03-18 | ZISES SELIG | Director | S-Sale | D | Common Stock | 1,500 | 105.11 | 157.7K | 77,533 | I | ↗ |
| 2026-01-29 | Sagliocca Andrew C | Director / Officer | A-Award | A | Common Stock | 8,148 | 0.00 | — | 298,798 | D | ↗ |
| 2026-01-29 | Lacapria Michael | Officer | A-Award | A | Common Stock | 1,164 | 0.00 | — | 17,606 | D | ↗ |
| 2026-01-29 | Kornhaber Ari P | Officer | A-Award | A | Common Stock | 5,122 | 0.00 | — | 119,792 | D | ↗ |
| 2026-01-29 | Bader Eric S | Officer | A-Award | A | Common Stock | 3,492 | 0.00 | — | 139,116 | D | ↗ |
| 2026-01-05 | Sagliocca Andrew C | Director / Officer | F-InKind | D | Common Stock | 3,522 | 103.79 | 365.5K | 290,650 | D | ↗ |
| 2026-01-05 | Powers Richard T | Director | M-Exempt | D | Stock Options | 1,500 | 24.90 | 37.4K | 0 | D | ↗ |
| 2026-01-05 | Kornhaber Ari P | Officer | F-InKind | D | Common Stock | 2,242 | 103.79 | 232.7K | 114,670 | D | ↗ |
| 2026-01-05 | Bader Eric S | Officer | M-Exempt | A | Common Stock | 14,125 | 12.50 | 176.6K | 137,325 | D | ↗ |
| 2025-12-19 | Sagliocca Andrew C | Director / Officer | F-InKind | D | Common Stock | 5,530 | 107.00 | 591.7K | 264,922 | D | ↗ |
| 2025-12-19 | Lacapria Michael | Officer | F-InKind | D | Common Stock | 180 | 107.00 | 19.3K | 16,442 | D | ↗ |
| 2025-12-19 | Kornhaber Ari P | Officer | F-InKind | D | Common Stock | 2,131 | 107.00 | 228.0K | 98,287 | D | ↗ |
| 2025-12-19 | Bader Eric S | Officer | F-InKind | D | Common Stock | 3,165 | 107.00 | 338.7K | 123,200 | D | ↗ |
| 2025-12-16 | Sagliocca Andrew C | Director / Officer | F-InKind | D | Common Stock | 5,785 | 106.82 | 618.0K | 270,452 | D | ↗ |
| 2025-12-16 | Lacapria Michael | Officer | F-InKind | D | Common Stock | 240 | 106.82 | 25.6K | 16,622 | D | ↗ |
| 2025-12-16 | Kornhaber Ari P | Officer | F-InKind | D | Common Stock | 2,229 | 106.82 | 238.1K | 100,418 | D | ↗ |
| 2025-12-16 | Bader Eric S | Officer | F-InKind | D | Common Stock | 3,293 | 106.82 | 351.8K | 126,365 | D | ↗ |
| 2025-12-10 | ZISES SELIG | Director | A-Award | A | Common Stock | 753 | 0.00 | — | 15,716 | D | ↗ |
| 2025-12-10 | Waterhouse Kevin C | Director | A-Award | A | Common Stock | 753 | 0.00 | — | 87,352 | D | ↗ |
| 2025-12-10 | Powers Richard T | Director | A-Award | A | Common Stock | 753 | 0.00 | — | 59,400 | D | ↗ |
| 2025-12-10 | Nigam Rena | Director | A-Award | A | Common Stock | 753 | 0.00 | — | 2,620 | D | ↗ |
| 2025-12-10 | Mitzman Robert | Director | A-Award | A | Common Stock | 753 | 0.00 | — | 142,679 | D | ↗ |
| 2025-12-10 | Melohn Joseph | Director | A-Award | A | Common Stock | 753 | 0.00 | — | 4,436 | D | ↗ |
| 2025-12-10 | Kelly Raymond Francis | Director | A-Award | A | Common Stock | 753 | 0.00 | — | 753 | D | ↗ |
| 2025-12-10 | Deutsch Todd | Director | A-Award | A | Common Stock | 753 | 0.00 | — | 72,401 | D | ↗ |
| 2025-12-10 | Coelho Anthony | Director | A-Award | A | Common Stock | 1,836 | 0.00 | — | 49,267 | D | ↗ |
| 2025-12-09 | Sagliocca Andrew C | Director / Officer | F-InKind | D | Common Stock | 5,181 | 104.04 | 539.0K | 276,237 | D | ↗ |
| 2025-12-09 | Lacapria Michael | Officer | F-InKind | D | Common Stock | 300 | 104.04 | 31.2K | 18,612 | D | ↗ |
| 2025-12-09 | Kornhaber Ari P | Officer | F-InKind | D | Common Stock | 1,997 | 104.04 | 207.8K | 102,647 | D | ↗ |
| 2025-12-09 | Bader Eric S | Officer | F-InKind | D | Common Stock | 2,990 | 104.04 | 311.1K | 129,658 | D | ↗ |
| 2025-12-03 | Korn Martin S. | Officer | — | — | Stock Options | 2,600 | 77.92 | 202.6K | 0 | D | ↗ |
| 2025-08-26 | Melohn Joseph | Director | S-Sale | D | Common Stock | 500 | 99.00 | 49.5K | 136,031 | I | ↗ |
| 2025-08-25 | Melohn Joseph | Director | S-Sale | D | Common Stock | 1,326 | 100.00 | 132.6K | 136,531 | I | ↗ |
| 2025-08-22 | ZISES SELIG | Director | S-Sale | D | Common Stock | 1,000 | 99.45 | 99.4K | 86,533 | I | ↗ |
| 2025-08-22 | Melohn Joseph | Director | S-Sale | D | Common Stock | 2,000 | 100.00 | 200.0K | 137,857 | I | ↗ |
| 2025-08-12 | Coelho Anthony | Director | M-Exempt | D | Stock Options | 22,231 | 12.50 | 277.9K | 0 | D | ↗ |
| 2025-07-31 | ZISES SELIG | Director | S-Sale | D | Common Stock | 1,500 | 95.68 | 143.5K | 87,533 | I | ↗ |
| 2025-07-25 | Mitzman Robert | Director | M-Exempt | A | Common Stock | 20,000 | 12.50 | 250.0K | 141,926 | D | ↗ |
| 2025-07-24 | Deutsch Todd | Director | M-Exempt | A | Common Stock | 20,000 | 12.50 | 250.0K | 74,033 | D | ↗ |
| 2025-06-18 | Melohn Joseph | Director | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 148,857 | I | ↗ |
| 2025-06-06 | Kelly Raymond Francis | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-05-21 | Powers Richard T | Director | G-Gift | D | Common Stock | 350 | 0.00 | — | 58,647 | D | ↗ |
| 2025-04-29 | ZISES SELIG | Director | S-Sale | D | Common Stock | 2,000 | 84.30 | 168.6K | 93,533 | I | ↗ |
| 2025-04-29 | Waterhouse Kevin C | Director | S-Sale | D | Common Stock | 1,500 | 83.76 | 125.6K | 88,099 | D | ↗ |
| 2025-04-28 | Kornhaber Ari P | Officer | S-Sale | D | Common Stock | 1,597 | 84.25 | 134.6K | 104,644 | D | ↗ |
| 2025-04-21 | Mitzman Robert | Director | M-Exempt | A | Common Stock | 22,231 | 12.50 | 277.9K | 121,926 | D | ↗ |
| 2025-02-28 | ZISES SELIG | Director | S-Sale | D | Common Stock | 1,000 | 77.67 | 77.7K | 46,001 | I | ↗ |
| 2025-02-06 | Powers Richard T | Director | S-Sale | D | Common Stock | 1,427 | 86.99 | 124.1K | 58,997 | D | ↗ |
| 2025-01-30 | Sagliocca Andrew C | Director / Officer | A-Award | A | Common Stock | 8,691 | 0.00 | — | 281,418 | D | ↗ |
| 2025-01-30 | Lacapria Michael | Officer | A-Award | A | Common Stock | 912 | 0.00 | — | 18,912 | D | ↗ |
| 2025-01-30 | Kornhaber Ari P | Officer | A-Award | A | Common Stock | 5,519 | 0.00 | — | 124,644 | D | ↗ |
| 2025-01-30 | Bader Eric S | Officer | A-Award | A | Common Stock | 4,352 | 0.00 | — | 132,648 | D | ↗ |
| 2025-01-28 | Powers Richard T | Director | M-Exempt | A | Common Stock | 1,500 | 19.25 | 28.9K | 60,760 | D | ↗ |
| 2025-01-15 | Sagliocca Andrew C | Director / Officer | M-Exempt | D | Stock Options | 29,000 | 12.50 | 362.5K | 29,250 | D | ↗ |
| 2025-01-15 | Kornhaber Ari P | Officer | M-Exempt | A | Common Stock | 18,000 | 12.50 | 225.0K | 121,828 | D | ↗ |
| 2025-01-15 | Bader Eric S | Officer | M-Exempt | D | Stock Options | 15,000 | 12.50 | 187.5K | 14,125 | D | ↗ |
| 2024-12-31 | ZISES SELIG | Director | G-Gift | D | Common Stock | 900 | 0.00 | — | 99,533 | I | ↗ |
| 2024-12-31 | Kornhaber Ari P | Officer | — | — | Common Stock | 0 | 0.00 | — | 124,644 | D | ↗ |
| 2024-12-24 | Coelho Anthony | Director | G-Gift | D | Common Stock | 1,167 | 0.00 | — | 28,039 | D | ↗ |
| 2024-12-19 | ZISES SELIG | Director | G-Gift | D | Common Stock | 2,000 | 0.00 | — | 100,433 | I | ↗ |
| 2024-12-18 | ZISES SELIG | Director | G-Gift | A | Common Stock | 2,100 | 0.00 | — | 17,036 | D | ↗ |
| 2024-12-18 | Melohn Joseph | Director | S-Sale | D | Common Stock | 425 | 80.00 | 34.0K | 0 | I | ↗ |
| 2024-12-17 | ZISES SELIG | Director | S-Sale | D | Common Stock | 1,000 | 78.25 | 78.3K | 57,601 | I | ↗ |
| 2024-12-16 | Sagliocca Andrew C | Director / Officer | F-InKind | D | Common Stock | 11,315 | 78.76 | 891.2K | 248,081 | D | ↗ |
| 2024-12-16 | Kornhaber Ari P | Officer | F-InKind | D | Common Stock | 4,360 | 78.76 | 343.4K | 103,828 | D | ↗ |
| 2024-12-16 | Bader Eric S | Officer | F-InKind | D | Common Stock | 6,257 | 78.76 | 492.8K | 115,548 | D | ↗ |
| 2024-12-15 | Korn Martin S. | Officer | — | — | Stock Options | 4,000 | 48.32 | 193.3K | 0 | D | ↗ |
| 2024-12-10 | Sagliocca Andrew C | Director / Officer | F-InKind | D | Common Stock | 5,105 | 79.62 | 406.5K | 259,396 | D | ↗ |
| 2024-12-10 | Kornhaber Ari P | Officer | F-InKind | D | Common Stock | 1,777 | 79.62 | 141.5K | 108,188 | D | ↗ |
| 2024-12-10 | Bader Eric S | Officer | F-InKind | D | Common Stock | 2,772 | 79.62 | 220.7K | 121,805 | D | ↗ |
| 2024-12-09 | Nigam Rena | Director | P-Purchase | A | Common Stock | 640 | 77.50 | 49.6K | 1,867 | D | ↗ |
| 2024-12-06 | Powers Richard T | Director | G-Gift | D | Common Stock | 650 | 0.00 | — | 59,260 | D | ↗ |
| 2024-12-03 | ZISES SELIG | Director | A-Award | A | Common Stock | 1,027 | 0.00 | — | 14,963 | D | ↗ |
| 2024-12-03 | Waterhouse Kevin C | Director | A-Award | A | Common Stock | 1,027 | 0.00 | — | 89,599 | D | ↗ |
| 2024-12-03 | Powers Richard T | Director | A-Award | A | Common Stock | 1,027 | 0.00 | — | 59,910 | D | ↗ |
| 2024-12-03 | Nigam Rena | Director | A-Award | A | Common Stock | 1,027 | 0.00 | — | 1,227 | D | ↗ |
| 2024-12-03 | Mitzman Robert | Director | A-Award | A | Common Stock | 1,027 | 0.00 | — | 99,695 | D | ↗ |
| 2024-12-03 | Melohn Joseph | Director | A-Award | A | Common Stock | 1,027 | 0.00 | — | 3,683 | D | ↗ |
| 2024-12-03 | Deutsch Todd | Director | A-Award | A | Common Stock | 1,027 | 0.00 | — | 54,033 | D | ↗ |
| 2024-12-03 | Coelho Anthony | Director | A-Award | A | Common Stock | 2,503 | 0.00 | — | 29,206 | D | ↗ |
| 2024-11-29 | ZISES SELIG | Director | S-Sale | D | Common Stock | 1,000 | 76.49 | 76.5K | 61,601 | I | ↗ |
| 2024-11-26 | ZISES SELIG | Director | S-Sale | D | Common Stock | 1,000 | 76.44 | 76.4K | 105,033 | I | ↗ |
| 2024-11-06 | Sagliocca Andrew C | Director / Officer | M-Exempt | A | Common Stock | 26,677 | 12.50 | 333.5K | 269,015 | D | ↗ |
| 2024-11-06 | Kornhaber Ari P | Officer | M-Exempt | D | Stock Options | 8,892 | 12.50 | 111.2K | 0 | D | ↗ |
| 2024-11-06 | Bader Eric S | Officer | M-Exempt | D | Stock Options | 17,785 | 12.50 | 222.3K | 0 | D | ↗ |
| 2024-09-20 | Waterhouse Kevin C | Director | M-Exempt | D | Stock Options | 0 | 12.50 | — | 0 | D | ↗ |
| 2024-07-26 | Sagliocca Andrew C | Director / Officer | M-Exempt | D | Stock Options | 10,000 | 12.50 | 125.0K | 0 | — | ↗ |
| 2024-07-26 | Kornhaber Ari P | Officer | M-Exempt | A | Common Stock | 10,000 | 12.50 | 125.0K | 104,685 | — | ↗ |
| 2024-07-26 | Bader Eric S | Officer | M-Exempt | D | Stock Options | 6,550 | 12.50 | 81.9K | 0 | — | ↗ |
| 2024-06-17 | ZISES SELIG | Director | S-Sale | D | Common Stock | 1,000 | 45.90 | 45.9K | 108,533 | — | ↗ |
| 2024-05-23 | ZISES SELIG | Director | S-Sale | D | Common Stock | 1,000 | 47.37 | 47.4K | 113,033 | — | ↗ |
| 2024-05-22 | ZISES SELIG | Director | S-Sale | D | Common Stock | 1,000 | 47.80 | 47.8K | 119,033 | — | ↗ |
| 2024-03-05 | ZISES SELIG | Director | S-Sale | D | Common Stock | 1,000 | 49.90 | 49.9K | 129,033 | — | ↗ |
| 2024-03-04 | ZISES SELIG | Director | S-Sale | D | Common Stock | 1,000 | 49.25 | 49.2K | 135,033 | — | ↗ |
| 2024-01-30 | Coelho Anthony | Director | G-Gift | D | Common Stock | 2,333 | 0.00 | — | 26,703 | — | ↗ |
| 2024-01-23 | Sagliocca Andrew C | Director / Officer | F-InKind | D | Common Stock | 1,915 | 49.31 | 94.4K | 234,446 | — | ↗ |
| 2024-01-23 | Kornhaber Ari P | Officer | F-InKind | D | Common Stock | 739 | 49.31 | 36.4K | 94,685 | — | ↗ |
| 2024-01-23 | Bader Eric S | Officer | F-InKind | D | Common Stock | 1,031 | 49.31 | 50.8K | 104,632 | — | ↗ |
| 2024-01-09 | Powers Richard T | Director | G-Gift | D | Common Stock | 125 | 0.00 | — | 58,883 | — | ↗ |
| 2024-01-08 | Powers Richard T | Director | G-Gift | D | Common Stock | 375 | 0.00 | — | 59,008 | — | ↗ |
| 2024-01-03 | Nigam Rena | Director | — | D | Common Stock | 0 | 0.00 | — | 200 | — | ↗ |
| 2023-12-19 | Sagliocca Andrew C | Director / Officer | F-InKind | D | Common Stock | 3,906 | 49.71 | 194.2K | 236,361 | — | ↗ |
| 2023-12-19 | Kornhaber Ari P | Officer | F-InKind | D | Common Stock | 2,132 | 49.71 | 106.0K | 95,424 | — | ↗ |
| 2023-12-19 | Korn Martin S. | Officer | — | — | Stock Options | 4,000 | 42.30 | 169.2K | 0 | D | ↗ |
| 2023-12-19 | Bader Eric S | Officer | F-InKind | D | Common Stock | 2,765 | 49.71 | 137.4K | 105,663 | — | ↗ |
| 2023-12-15 | ZISES SELIG | Director | A-Award | A | Common Stock | 1,656 | 0.00 | — | 13,936 | — | ↗ |
| 2023-12-15 | Waterhouse Kevin C | Director | A-Award | A | Common Stock | 1,656 | 0.00 | — | 79,406 | — | ↗ |
| 2023-12-15 | Sagliocca Andrew C | Director / Officer | A-Award | A | Common Stock | 27,000 | 0.00 | — | 240,267 | — | ↗ |
| 2023-12-15 | Powers Richard T | Director | A-Award | A | Common Stock | 1,656 | 0.00 | — | 59,383 | — | ↗ |
| 2023-12-15 | Mitzman Robert | Director | A-Award | A | Common Stock | 1,656 | 0.00 | — | 98,668 | — | ↗ |
| 2023-12-15 | Melohn Joseph | Director | A-Award | A | Common Stock | 1,656 | 0.00 | — | 2,656 | — | ↗ |
| 2023-12-15 | Lacapria Michael | Officer | A-Award | A | Stock Options | 2,500 | 48.32 | 120.8K | 2,500 | — | ↗ |
| 2023-12-15 | Kornhaber Ari P | Officer | A-Award | A | Common Stock | 15,000 | 0.00 | — | 97,556 | — | ↗ |
| 2023-12-15 | Deutsch Todd | Director | A-Award | A | Common Stock | 1,656 | 0.00 | — | 53,006 | — | ↗ |
| 2023-12-15 | Coelho Anthony | Director | A-Award | A | Common Stock | 4,036 | 0.00 | — | 29,036 | — | ↗ |
| 2023-12-15 | Bader Eric S | Officer | A-Award | A | Common Stock | 13,500 | 0.00 | — | 108,428 | — | ↗ |
| 2023-12-14 | Powers Richard T | Director | S-Sale | D | Common Stock | 950 | 50.16 | 47.6K | 57,727 | — | ↗ |
| 2023-12-10 | Sagliocca Andrew C | Director / Officer | F-InKind | D | Common Stock | 3,605 | 47.27 | 170.4K | 213,267 | — | ↗ |
| 2023-12-10 | Kornhaber Ari P | Officer | F-InKind | D | Common Stock | 1,218 | 47.27 | 57.6K | 82,556 | — | ↗ |
| 2023-12-10 | Bader Eric S | Officer | F-InKind | D | Common Stock | 2,453 | 47.27 | 116.0K | 94,928 | — | ↗ |
| 2023-12-05 | Powers Richard T | Director | G-Gift | D | Common Stock | 250 | 0.00 | — | 58,927 | — | ↗ |
| 2023-11-09 | ZISES SELIG | Director | S-Sale | D | Common Stock | 500 | 46.62 | 23.3K | 70,098 | — | ↗ |
| 2023-11-08 | ZISES SELIG | Director | S-Sale | D | Common Stock | 403 | 47.31 | 19.1K | 71,098 | — | ↗ |
| 2023-10-16 | Powers Richard T | Director | M-Exempt | A | Common Stock | 1,278 | 12.50 | 16.0K | 59,528 | — | ↗ |
| 2023-09-12 | ZISES SELIG | Director | S-Sale | D | Common Stock | 1,000 | 46.55 | 46.6K | 72,501 | — | ↗ |
| 2023-09-11 | ZISES SELIG | Director | S-Sale | D | Common Stock | 1,000 | 47.20 | 47.2K | 75,501 | — | ↗ |
| 2023-08-21 | ZISES SELIG | Director | S-Sale | D | Common Stock | 1,500 | 47.80 | 71.7K | 150,033 | — | ↗ |
| 2023-06-07 | ZISES SELIG | Director | M-Exempt | A | Common Stock | 1,500 | 24.90 | 37.4K | 13,109 | — | ↗ |
| 2023-05-22 | ZISES SELIG | Director | S-Sale | D | Common Stock | 2,000 | 42.35 | 84.7K | 154,033 | — | ↗ |
| 2023-05-19 | ZISES SELIG | Director | S-Sale | D | Common Stock | 628 | 41.99 | 26.4K | 162,033 | — | ↗ |
| 2023-05-18 | ZISES SELIG | Director | S-Sale | D | Common Stock | 2,000 | 42.25 | 84.5K | 170,033 | — | ↗ |
| 2023-03-15 | Lacapria Michael | Officer | P-Purchase | A | Common Stock | 1,500 | 37.50 | 56.3K | 1,500 | — | ↗ |
| 2023-02-27 | ZISES SELIG | Director | S-Sale | D | Common Stock | 700 | 45.57 | 31.9K | 78,801 | — | ↗ |
| 2023-01-23 | Sagliocca Andrew C | Director / Officer | F-InKind | D | Common Stock | 1,931 | 41.22 | 79.6K | 216,872 | — | ↗ |
| 2023-01-23 | Kornhaber Ari P | Officer | F-InKind | D | Common Stock | 741 | 41.22 | 30.5K | 83,774 | — | ↗ |
| 2023-01-23 | Bader Eric S | Officer | F-InKind | D | Common Stock | 1,034 | 41.22 | 42.6K | 97,381 | — | ↗ |
| 2022-12-19 | ZISES SELIG | Director | A-Award | A | Common Stock | 1,750 | 0.00 | — | 184,783 | — | ↗ |
| 2022-12-19 | Waterhouse Kevin C | Director | A-Award | A | Common Stock | 1,750 | 0.00 | — | 77,750 | — | ↗ |
| 2022-12-19 | Sagliocca Andrew C | Officer | A-Award | A | Common Stock | 25,000 | 0.00 | — | 218,803 | — | ↗ |
| 2022-12-19 | Powers Richard T | Director | A-Award | A | Common Stock | 1,750 | 0.00 | — | 58,250 | — | ↗ |
| 2022-12-19 | Mitzman Robert | Director | A-Award | A | Common Stock | 1,750 | 0.00 | — | 97,012 | — | ↗ |
| 2022-12-19 | Melohn Joseph | Director | — | I | Common Stock | 0 | 0.00 | — | 425 | — | ↗ |
| 2022-12-19 | Lacapria Michael | Officer | A-Award | A | Stock Options | 2,500 | 0.00 | — | 2,500 | — | ↗ |
| 2022-12-19 | Kornhaber Ari P | Officer | A-Award | A | Common Stock | 12,500 | 0.00 | — | 84,515 | — | ↗ |
| 2022-12-19 | Herman Russ M | Director | A-Award | A | Stock Options | 1,500 | 0.00 | — | 1,500 | — | ↗ |
| 2022-12-19 | Grossman Marc D | Director | A-Award | A | Stock Options | 1,500 | 0.00 | — | 1,500 | — | ↗ |
| 2022-12-19 | Deutsch Todd | Director | A-Award | A | Common Stock | 1,750 | 0.00 | — | 51,350 | — | ↗ |
| 2022-12-19 | Coelho Anthony | Director | A-Award | A | Common Stock | 5,000 | 0.00 | — | 25,000 | — | ↗ |
| 2022-12-19 | Bader Eric S | Officer | A-Award | A | Common Stock | 12,500 | 0.00 | — | 98,415 | — | ↗ |
| 2022-12-10 | Sagliocca Andrew C | Officer | F-InKind | D | Common Stock | 3,524 | 42.25 | 148.9K | 193,884 | — | ↗ |
| 2022-12-10 | Kornhaber Ari P | Officer | F-InKind | D | Common Stock | 1,177 | 42.25 | 49.7K | 72,056 | — | ↗ |
| 2022-12-10 | Bader Eric S | Officer | F-InKind | D | Common Stock | 1,803 | 42.25 | 76.2K | 85,915 | — | ↗ |
| 2022-12-09 | Korn Martin S. | Officer | — | — | Stock Options | 5,000 | 31.04 | 155.2K | 0 | D | ↗ |
| 2022-11-17 | ZISES SELIG | Director | S-Sale | D | Common Stock | 700 | 43.42 | 30.4K | 82,301 | — | ↗ |
| 2022-11-11 | ZISES SELIG | Director | S-Sale | D | Common Stock | 500 | 45.23 | 22.6K | 83,001 | — | ↗ |
| 2022-11-09 | ZISES SELIG | Director | S-Sale | D | Common Stock | 500 | 43.58 | 21.8K | 84,131 | — | ↗ |
| 2022-11-08 | ZISES SELIG | Director | S-Sale | D | Common Stock | 100 | 45.05 | 4.5K | 87,001 | — | ↗ |
| 2022-10-27 | Tandon Parag | Officer | M-Exempt | A | Common Stock | 2,000 | 19.25 | 38.5K | 6,500 | — | ↗ |
| 2022-08-30 | ZISES SELIG | Director | S-Sale | D | Common Stock | 500 | 37.30 | 18.6K | 89,501 | — | ↗ |
| 2022-08-29 | ZISES SELIG | Director | S-Sale | D | Common Stock | 600 | 37.93 | 22.8K | 90,501 | — | ↗ |
| 2022-08-26 | ZISES SELIG | Director | S-Sale | D | Common Stock | 600 | 38.31 | 23.0K | 96,101 | — | ↗ |
| 2022-08-25 | ZISES SELIG | Director | S-Sale | D | Common Stock | 500 | 39.09 | 19.5K | 98,801 | — | ↗ |
| 2022-08-24 | ZISES SELIG | Director | S-Sale | D | Common Stock | 460 | 39.70 | 18.3K | 101,201 | — | ↗ |
| 2022-08-23 | ZISES SELIG | Director | S-Sale | D | Common Stock | 300 | 38.80 | 11.6K | 100,201 | — | ↗ |
| 2022-08-16 | Powers Richard T | Director | M-Exempt | A | Common Stock | 500 | 12.50 | 6.3K | 56,500 | — | ↗ |
| 2022-07-28 | Melohn Joseph | Director | — | I | Common Stock | 0 | 0.00 | — | 425 | — | ↗ |
| 2022-05-18 | ZISES SELIG | Director | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 183,033 | — | ↗ |
| 2022-02-18 | ZISES SELIG | Director | G-Gift | D | Common Stock | 1,525 | 0.00 | — | 184,033 | — | ↗ |
| 2022-01-23 | Kornhaber Ari P | Officer | F-InKind | D | Common Stock | 742 | 33.44 | 24.8K | 73,233 | — | ↗ |
| 2022-01-23 | Bader Eric S | Officer | F-InKind | D | Common Stock | 1,034 | 33.44 | 34.6K | 87,718 | — | ↗ |
| 2021-12-16 | Korn Martin S. | Officer | — | — | Stock Options | 6,500 | 20.85 | 135.5K | 0 | D | ↗ |
| 2021-12-09 | ZISES SELIG | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 185,558 | — | ↗ |
| 2021-12-09 | Waterhouse Kevin C | Director | A-Award | A | Stock Options | 1,750 | 31.04 | 54.3K | 1,750 | — | ↗ |
| 2021-12-09 | Tandon Parag | Officer | A-Award | A | Stock Options | 1,200 | 31.04 | 37.2K | 1,200 | — | ↗ |
| 2021-12-09 | Sagliocca Andrew C | Director / Officer | A-Award | A | Common Stock | 30,450 | 0.00 | — | 197,408 | — | ↗ |
| 2021-12-09 | Powers Richard T | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 56,000 | — | ↗ |
| 2021-12-09 | Mitzman Robert | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 95,262 | — | ↗ |
| 2021-12-09 | Lacapria Michael | Officer | A-Award | A | Stock Options | 2,500 | 31.04 | 77.6K | 2,500 | — | ↗ |
| 2021-12-09 | Kornhaber Ari P | Officer | A-Award | A | Common Stock | 15,225 | 0.00 | — | 73,975 | — | ↗ |
| 2021-12-09 | Herman Russ M | Director | A-Award | A | Stock Options | 1,750 | 31.04 | 54.3K | 1,750 | — | ↗ |
| 2021-12-09 | HILL JANET | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 11,980 | — | ↗ |
| 2021-12-09 | Grossman Marc D | Director | A-Award | A | Stock Options | 1,750 | 31.04 | 54.3K | 1,750 | — | ↗ |
| 2021-12-09 | Deutsch Todd | Director | A-Award | A | Stock Options | 1,750 | 31.04 | 54.3K | 1,750 | — | ↗ |
| 2021-12-09 | Coelho Anthony | Director | A-Award | A | Common Stock | 4,500 | 0.00 | — | 20,000 | — | ↗ |
| 2021-12-09 | Bader Eric S | Officer | A-Award | A | Common Stock | 15,225 | 0.00 | — | 88,752 | — | ↗ |
| 2021-08-02 | ZISES SELIG | Director | M-Exempt | A | Common Stock | 34,681 | 12.50 | 433.5K | 202,121 | — | ↗ |
| 2021-03-15 | Herman Russ M | Director | F-InKind | D | Common Stock | 8,100 | 24.69 | 200.0K | 69,396 | — | ↗ |
| 2021-02-04 | Waterhouse Kevin C | Director | P-Purchase | A | Common Stock | 1,108 | 22.15 | 24.5K | 76,000 | — | ↗ |
| 2020-12-16 | ZISES SELIG | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 167,440 | — | ↗ |
| 2020-12-16 | Waterhouse Kevin C | Director | A-Award | A | Stock Options | 2,000 | 20.85 | 41.7K | 2,000 | — | ↗ |
| 2020-12-16 | Tandon Parag | Officer | A-Award | A | Stock Options | 750 | 20.85 | 15.6K | 750 | — | ↗ |
| 2020-12-16 | Sagliocca Andrew C | Director / Officer | A-Award | A | Common Stock | 34,000 | 0.00 | — | 166,958 | — | ↗ |
| 2020-12-16 | Powers Richard T | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 54,500 | — | ↗ |
| 2020-12-16 | Mitzman Robert | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 93,762 | — | ↗ |
| 2020-12-16 | Lacapria Michael | Officer | A-Award | A | Stock Options | 2,500 | 20.85 | 52.1K | 2,500 | — | ↗ |
| 2020-12-16 | Kornhaber Ari P | Officer | A-Award | A | Common Stock | 17,000 | 0.00 | — | 58,750 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Andrew C. Sagliocca Vice Chairman, Chief Executive Officer and President | 825.0K | — | 1.50M | — | 1.28M | 167.8K | 3.77M | 39.83% | ↗ |
| 2 | 2025 | Ari P. Kornhaber Executive Vice President, Head of Corporate Development | 625.0K | — | 953.4K | — | 756.0K | 122.4K | 2.46M | 38.80% | ↗ |
| 3 | 2025 | Eric S. Bader Executive Vice President and Chief Operating Officer | 625.0K | — | 751.8K | — | 609.0K | 123.1K | 2.11M | 35.65% | ↗ |
| 4 | 2025 | Martin S. Korn Executive Vice President, Chief Technology & Operations Officer | 540.0K | 340.0K | 265.6K | 80.0K | — | 106.4K | 1.33M | 25.95% | ↗ |
| 5 | 2025 | Michael Lacapria Senior Vice President and Chief Financial Officer | 435.0K | — | 157.5K | — | 196.0K | 15.4K | 803.9K | 19.60% | ↗ |
| 6 | 2024 | Andrew C. Sagliocca Vice Chairman, Chief Executive Officer and President | 725.0K | — | — | — | 1.01M | 106.5K | 1.84M | 0.00% | ↗ |
| 7 | 2024 | Ari P. Kornhaber Executive Vice President, Head of Corporate Development | 600.0K | — | — | — | 654.0K | 91.9K | 1.35M | 0.00% | ↗ |
| 8 | 2024 | Eric S. Bader Executive Vice President and Chief Operating Officer | 600.0K | — | — | — | 527.0K | 81.5K | 1.21M | 0.00% | ↗ |
| 9 | 2023 | Andrew C. Sagliocca Vice Chairman, Chief Executive Officer and President | 700.0K | 1.00M | 1.30M | — | — | 72.3K | 3.08M | 42.40% | ↗ |
| 10 | 2023 | Ari P. Kornhaber Executive Vice President, Head of Corporate Development | 575.0K | 650.0K | 724.8K | — | — | 68.7K | 2.02M | 35.91% | ↗ |
| 11 | 2023 | Eric S. Bader Executive Vice President and Chief Operating Officer | 575.0K | 500.0K | 652.3K | — | — | 63.0K | 1.79M | 36.44% | ↗ |
| 12 | 2022 | Andrew C. Sagliocca Vice Chairman, Chief Executive Officer and President | 672.4K | 750.0K | 1.06M | — | — | 54.1K | 2.53M | 41.73% | ↗ |
| 13 | 2022 | Andrew C. Sagliocca Director, President and Chief Executive Officer | 672.4K | 750.0K | 1.06M | — | — | 54.1K | 2.53M | 41.73% | ↗ |
| 14 | 2022 | Ari P. Kornhaber Executive Vice President, Head of Corporate Development | 550.0K | 375.0K | 528.8K | — | — | 51.9K | 1.51M | 35.12% | ↗ |
| 15 | 2022 | Eric S. Bader Executive Vice President, Chief Operating Officer and Corporate Secretary | 550.0K | 375.0K | 528.8K | — | — | 51.9K | 1.51M | 35.12% | ↗ |
| 16 | 2022 | Eric S. Bader Executive Vice President and Chief Operating Officer | 550.0K | 375.0K | 528.8K | — | — | 51.9K | 1.51M | 35.12% | ↗ |
| 17 | 2021 | Andrew C. Sagliocca Director, President and Chief Executive Officer | 625.0K | 625.0K | 945.2K | — | — | 49.3K | 2.24M | 42.11% | ↗ |
| 18 | 2021 | Ari P. Kornhaber Executive Vice President and Head of Corporate Development | 500.0K | 312.5K | 472.6K | — | — | 48.0K | 1.33M | 35.45% | ↗ |
| 19 | 2021 | Ari P. Kornhaber Executive Vice President, Head of Corporate Development | 500.0K | 312.5K | 472.6K | — | — | 48.0K | 1.33M | 35.45% | ↗ |
| 20 | 2021 | Eric S. Bader Executive Vice President, Chief Operating Officer and Corporate Secretary | 500.0K | 312.5K | 472.6K | — | — | 47.6K | 1.33M | 35.46% | ↗ |
| 21 | 2020 | Andrew C. Sagliocca Director, President and Chief Executive Officer | 600.1K | 400.0K | 708.9K | — | — | 47.6K | 1.76M | 40.36% | ↗ |
| 22 | 2020 | Eric S. Bader Executive Vice President, Chief Operating Officer and Corporate Secretary | 475.1K | 225.0K | 354.5K | — | — | 45.7K | 1.10M | 32.21% | ↗ |
| 23 | 2020 | Ari P. Kornhaber Executive Vice President and Director of Sales | 475.1K | 225.0K | 354.5K | — | — | 40.2K | 1.09M | 32.38% | ↗ |
| 24 | 2020 | Ari P. Kornhaber Executive Vice President and Head of Corporate Development | 475.1K | 225.0K | 354.5K | — | — | 40.2K | 1.09M | 32.38% | ↗ |
| 25 | 2019 | Andrew C. Sagliocca Director, President and Chief Executive Officer | 575.0K | 475.0K | 828.8K | — | — | 45.4K | 1.92M | 43.07% | ↗ |
| 26 | 2019 | Eric S. Bader Executive Vice President, Chief Operating Officer and Corporate Secretary | 450.0K | 275.0K | 414.4K | — | — | 44.0K | 1.18M | 35.02% | ↗ |
| 27 | 2019 | Ari P. Kornhaber Executive Vice President and Director of Sales | 450.0K | 275.0K | 414.4K | — | — | 35.9K | 1.18M | 35.26% | ↗ |
| 28 | 2018 | Andrew C. Sagliocca Director, President and Chief Executive Officer | 525.0K | 400.0K | 747.0K | — | — | 42.5K | 1.71M | 43.57% | ↗ |
| 29 | 2018 | Eric S. Bader Executive Vice President, Chief Operating Officer and Corporate Secretary | 425.0K | 200.0K | 373.5K | — | — | 35.6K | 1.03M | 36.12% | ↗ |
| 30 | 2018 | Ari P. Kornhaber Executive Vice President and Director of Sales | 425.0K | 200.0K | 373.5K | — | — | 33.7K | 1.03M | 36.18% | ↗ |
| 31 | 2018 | Dennis Shields Former Executive Chairman | 323.1K | 500.0K | — | — | — | 6.9K | 830.0K | 0.00% | ↗ |
| 32 | 2017 | Andrew C. Sagliocca Director, President and Chief Executive Officer | 475.1K | 225.0K | 288.8K | — | — | 38.9K | 1.03M | 28.10% | ↗ |
| 33 | 2017 | Dennis Shields Former Executive Chairman | 475.0K | 225.0K | 288.8K | — | — | 9.9K | 998.7K | 28.91% | ↗ |
| 34 | 2017 | Dennis Shields Executive Chairman | 475.0K | 225.0K | 288.8K | — | — | 9.9K | 998.7K | 28.91% | ↗ |
| 35 | 2017 | Eric S. Bader Executive Vice President, Chief Financial Officer, Treasurer and Corporate Secretary | 400.1K | 150.0K | 144.4K | — | — | 29.4K | 723.8K | 19.95% | ↗ |
| 36 | 2017 | Eric S. Bader Executive Vice President, Chief Operating Officer and Corporate Secretary | 400.1K | 150.0K | 144.4K | — | — | 29.4K | 723.8K | 19.95% | ↗ |
| 37 | 2017 | Ari P. Kornhaber Executive Vice President and Director of Sales | 400.1K | 150.0K | 144.4K | — | — | 29.4K | 723.8K | 19.95% | ↗ |
| 38 | 2016 | Dennis Shields Executive Chairman | 445.1K | 100.0K | — | 366.4K | — | 6.6K | 918.1K | 39.91% | ↗ |
| 39 | 2016 | Andrew C. Sagliocca Director, President and Chief Executive Officer | 426.0K | 100.0K | — | 210.3K | — | 35.1K | 771.4K | 27.26% | ↗ |
| 40 | 2016 | Ari P. Kornhaber Executive Vice President and Director of Sales | 363.1K | 100.0K | — | 105.1K | — | 51.8K | 620.0K | 16.96% | ↗ |
| 41 | 2016 | Eric S. Bader Executive Vice President, Chief Financial Officer, Treasurer and Corporate Secretary | 363.1K | 100.0K | — | 105.1K | — | 26.8K | 595.0K | 17.67% | ↗ |
| 42 | 2015 | Dennis Shields Executive Chairman | 233.7K | 100.0K | — | 465.3K | — | 114.00 | 799.0K | 58.23% | ↗ |
| 43 | 2015 | Andrew C. Sagliocca Director, President and Chief Executive Officer | 311.5K | 100.0K | — | 87.2K | — | 25.4K | 524.1K | 16.64% | ↗ |
| 44 | 2015 | Eric S. Bader Executive Vice President, Chief Financial Officer, Treasurer and Corporate Secretary | 311.5K | 75.0K | — | 58.2K | — | 20.1K | 464.8K | 12.51% | ↗ |
| 45 | 2015 | Ari P. Kornhaber Executive Vice President and Director of Sales | 311.5K | — | — | 29.1K | — | 120.1K | 460.7K | 6.31% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Andrew C. Sagliocca | Vice Chairman, Chief Executive Officer & President | 2M | male |
| Ari Kornhaber | Founder, Executive Vice President & Head of Corporate Development | 2M | male |
| Eric S. Bader | Executive Vice President & Chief Operating Officer | 1M | male |
| Martin Korn | Executive VP, CTO & COO | 986.4K | male |
| Michael Lacapria | Senior Vice President & Chief Financial Officer | 646.4K | male |
| Gary A. Lax | Senior Vice President, Chief Legal Officer & Corporate Secretary | — | male |
| Kyall Mai | Senior Vice President & Chief Innovation Officer | — | — |
| Raul Guisado | MD & Senior Business Development Officers of West Coast Region | — | male |
| Andrew T. Cohen | Senior Vice President & Chief Administrative Officer of Merchant Services | — | male |
| Ann Marie Tarantino | Senior Vice President, Chief Compliance Officer & Risk Officer | — | — |
| Frank Lonardo | Executive VP & Chief Credit Officer | — | male |
| Fred Horn | Senior Vice President & Director of Merchant Services | — | male |
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Community Opinion for ESQ
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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