Evolent Health, Inc. (EVH)
Arlington, VA, US
Evolent Health, Inc., a prominent healthcare firm, operates through its subsidiary, Evolent Health LLC, to furnish clinical and administrative solutions to both healthcare payers and providers across the United States. Its operations are divided into two principal segments: Evolent Health Services and Clinical Solutions. The Evolent Health Services division delivers an integrated platform encompassing both administrative and clinical functions, specifically designed for health plan management and the oversight of population health. This includes essential financial and administrative support, such as managing health plan operations, risk assessment, robust analytics and reporting, and strategic leadership. A cornerstone of this segment is "Identifi," its proprietary technology, which intelligently aggregates and analyzes data, streamlines care workflows, and actively engages patients, all with the aim of achieving patient-centered and cost-effective population health outcomes. Conversely, the Clinical Solutions segment specializes in offering sophisticated care management services for various stakeholders involved in specialty care delivery. These services are crucial for organizations transitioning from traditional fee-for-service models to value-based care, accommodating their unique stage of development and prevailing market dynamics, particularly in the fields of oncology and cardiology. The overarching objective of this segment is a holistic improvement in the total cost of care. Founded in 2011, Evolent Health, Inc. maintains its corporate headquarters in Arlington, Virginia.
Based on only 1 article — low confidence
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -5.26% | +8.20% | +69.96% | +50.00% | -11.01% | -1.00% | -57.47% | -88.76% | -78.56% | -63.06% | -79.00% |
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 | 4 | 0 |
| Buy | 10 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 2 |
4.75
-19.0%
|
| Last Year | 4 |
6.38
+8.8%
|
| All Time | 17 |
26.68
+354.9%
|
-
Revenue growth Medical - Healthcare Information Services: +14.2%-26.6% Q1'26: +2.6% (vs Q1'25)
-
EPS growth Medical - Healthcare Information Services: +43.1%-525.9% Q1'26: +61.9% (vs Q1'25)
-
FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%-27.2% Q1'26: -1.5% (vs Q1'25)
-
EBIT margin Medical - Healthcare Information Services: +8.8%-25.4% Q1'26: -2.0% (vs Q1'25)
-
ROIC Medical - Healthcare Information Services: +5.2%-38.1% Q1'26: -3.3% (vs Q1'25)
-
Share dilution Medical - Healthcare Information Services: -0.1%-0.4% ★ Q1'26: -3.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×-2.74× Q1'26: 21.58× (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 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 12 Rev. Ana. 3 EPS Ana. |
Dec 2027 12 Rev. Ana. 7 EPS Ana. |
Dec 2028 6 Rev. Ana. 4 EPS Ana. |
Dec 2029 5 Rev. Ana. 2 EPS Ana. |
Dec 2030 3 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
96.88M
est: 160.39M (-39.6%)
|
254.19M
est: 251.19M (+1.2%)
|
434.95M
est: 433.31M (+0.4%)
|
627.06M
est: 626.27M (+0.1%)
|
687.12M
est: 844.15M (-18.6%)
|
924.64M
est: 1.01B (-8.6%)
|
907.96M
est: 890.15M (+2.0%)
|
1.35B
est: 1.34B (+0.7%)
|
1.96B
est: 2.35B (-16.6%)
|
2.55B
est: 2.56B (-0.2%)
|
1.88B
est: 1.88B (+0.0%)
|
2.49B
2.46B – 2.54B
+32.5% YoY
|
2.89B
2.63B – 3.18B
+16.3% YoY
|
3.25B
3.25B – 3.26B
+12.5% YoY
|
3.82B
3.62B – 4.04B
+17.5% YoY
|
4.40B
4.17B – 4.66B
+15.1% YoY
|
| EBITDA |
-31.51M
est: -4.69M (-572.2%)
|
-220.31M
est: -176.84M (-24.6%)
|
-40.40M
est: -34.55M (-16.9%)
|
-4.15M
est: -6.56M (+36.7%)
|
-254.52M
est: -234.71M (-8.4%)
|
-240.74M
est: -340.54M (+29.3%)
|
55.66M
est: 128.24M (-56.6%)
|
43.75M
est: -39.23M (+211.5%)
|
-24.79M
est: -36.87M (+32.8%)
|
84.85M
est: -40.09M (+311.7%)
|
-361.31M
est: -29.39M (-1,129.4%)
|
-38.95M
-39.73M – -38.48M
-32.5% YoY
|
-45.28M
-49.78M – -41.25M
-16.3% YoY
|
-50.96M
-51.00M – -50.92M
-12.5% YoY
|
-59.89M
-63.36M – -56.68M
-17.5% YoY
|
-68.95M
-72.94M – -65.25M
-15.1% YoY
|
| EBIT |
343.29M
est: -14.64M (+2,444.1%)
|
-237.29M
est: -274.16M (+13.5%)
|
-72.77M
est: -80.43M (+9.5%)
|
-48.67M
est: -66.35M (+26.7%)
|
-315.43M
est: -294.56M (-7.1%)
|
-302.22M
est: -393.62M (+23.2%)
|
-4.38M
est: -108.89M (+96.0%)
|
-46.51M
est: -122.59M (+62.1%)
|
-148.20M
est: -180.78M (+18.0%)
|
-38.31M
est: -196.56M (+80.5%)
|
-477.17M
est: -144.09M (-231.2%)
|
-190.96M
-194.81M – -188.65M
-32.5% YoY
|
-222.02M
-244.07M – -202.25M
-16.3% YoY
|
-249.85M
-250.04M – -249.66M
-12.5% YoY
|
-293.65M
-310.64M – -277.90M
-17.5% YoY
|
-338.05M
-357.61M – -319.92M
-15.1% YoY
|
| Net Income |
332.49M
est: -94.42M (+452.1%)
|
-159.74M
est: -184.77M (+13.5%)
|
-60.67M
est: -67.32M (+9.9%)
|
-52.66M
est: -70.88M (+25.7%)
|
-301.97M
est: -291.72M (-3.5%)
|
-334.25M
est: -454.46M (+26.5%)
|
-37.60M
est: -71.64M (+47.5%)
|
-19.16M
est: 98.79M (-119.4%)
|
-113.04M
est: -106.20M (-6.4%)
|
-61.62M
est: 81.26M (-175.8%)
|
-534.51M
est: 7.34M (-7,383.9%)
|
15.95M
11.39M – 20.50M
+117.3% YoY
|
45.28M
40.25M – 50.32M
+184.0% YoY
|
58.38M
7.84M – 108.93M
+28.9% YoY
|
95.93M
89.25M – 103.15M
+64.3% YoY
|
123.34M
114.75M – 132.62M
+28.6% YoY
|
| SGA |
75.29M
est: 30.60M (+146.1%)
|
160.69M
est: 185.76M (-13.5%)
|
205.67M
est: 228.41M (-10.0%)
|
306.31M
est: 409.29M (-25.2%)
|
236.45M
est: 403.14M (-41.3%)
|
210.41M
est: 413.78M (-49.1%)
|
219.50M
est: 565.22M (-61.2%)
|
269.27M
est: 256.11M (+5.1%)
|
358.11M
est: 418.13M (-14.4%)
|
263.05M
est: 454.64M (-42.1%)
|
303.87M
est: 333.28M (-8.8%)
|
441.69M
436.35M – 450.60M
+32.5% YoY
|
513.54M
467.81M – 564.54M
+16.3% YoY
|
577.90M
577.47M – 578.33M
+12.5% YoY
|
679.20M
642.78M – 718.50M
+17.5% YoY
|
781.91M
739.98M – 827.15M
+15.1% YoY
|
| EPS |
8.03
est: -0.82 (+1,075.3%)
|
-3.55
est: -0.59 (-503.7%)
|
-0.94
est: -0.36 (-162.8%)
|
-0.68
est: -0.09 (-644.1%)
|
-3.71
est: -0.69 (-436.9%)
|
-3.94
est: -0.24 (-1,522.3%)
|
-0.36
est: -0.04 (-881.8%)
|
-0.20
est: 0.86 (-123.2%)
|
-1.28
est: -0.93 (-37.0%)
|
-0.81
est: 0.71 (-214.6%)
|
-5.07
est: 0.06 (-7,990.7%)
|
0.15
0.10 – 0.18
+132.8% YoY
|
0.40
0.35 – 0.44
+168.3% YoY
|
0.54
0.07 – 0.95
+33.5% YoY
|
0.84
0.78 – 0.90
+56.8% YoY
|
1.08
1.00 – 1.16
+28.6% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-07 | Needham | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | B- | 3/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-06 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-05 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-04 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-01 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-30 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-29 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-28 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-27 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-24 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-23 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-22 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-21 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-20 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-17 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-16 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
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 | Company | 9.34M | 16.20% | — | 9.34M | 9.34M | — | CO | Delaware | 2017-02-13 | ↗ |
| 2 | Engaged Capital Holdings, LLC | 8.55M | 9.99% | — | — | 8.55M | — | OO | — | 2020-08-20 | ↗ |
| 3 | Engaged Capital, LLC | 8.55M | 9.99% | — | — | 8.55M | — | OO | — | 2020-08-20 | ↗ |
| 4 | Glenn W. Welling | 8.55M | 9.99% | — | — | 8.55M | — | IN | — | 2020-08-20 | ↗ |
| 5 | Centene Corporation | 8.47M | 8.40% | — | 8.47M | — | 8.47M | CO | Delaware | 2023-01-27 | ↗ |
| 6 | Magellan Health, Inc | 8.47M | 8.40% | — | 8.47M | — | 8.47M | CO | Delaware | 2023-01-27 | ↗ |
| 7 | Wellington Group Holdings LLP | 8.31M | 7.23% | — | 7.27M | — | — | HC | Massachusetts | 2024-02-08 | ↗ |
| 8 | Wellington Investment Advisors Holdings LLP | 8.31M | 7.23% | — | 7.27M | — | — | HC | Massachusetts | 2024-02-08 | ↗ |
| 9 | Wellington Management Group LLP | 8.31M | 7.23% | — | 7.27M | — | — | HC | Massachusetts | 2024-02-08 | ↗ |
| 10 | Peter Kolchinsky | 8.28M | 7.10% | — | 8.28M | — | — | HC, IN | Delaware | 2024-06-17 | ↗ |
| 11 | RA Capital Healthcare Fund, L.P. | 8.28M | 7.10% | — | 8.28M | — | — | PN | Delaware | 2024-06-17 | ↗ |
| 12 | RA Capital Management, L.P. | 8.28M | 7.10% | — | 8.28M | — | — | IA, PN | Delaware | 2024-06-17 | ↗ |
| 13 | Rajeev Shah | 8.28M | 7.10% | — | 8.28M | — | — | HC, IN | Delaware | 2024-06-17 | ↗ |
| 14 | Wellington Management Company LLP | 8.03M | 6.98% | — | 7.27M | — | — | IA | Massachusetts | 2024-02-08 | ↗ |
| 15 | Capital Research Global Investors ** | 7.89M | 10.50% | 7.89M | — | 7.89M | — | IA | Delaware | 2018-01-10 | ↗ |
| 16 | The Vanguard Group - 23-1945930 | 7.55M | 8.44% | — | 84.3K | 7.39M | 159.2K | IA | Pennsylvania | 2022-02-10 | ↗ |
| 17 | JPMORGAN CHASE & CO13-2624428 | 7.47M | 10.00% | 6.67M | — | 7.47M | — | HC | Delaware | 2017-10-05 | ↗ |
| 18 | FMR LLC | 6.32M | 11.09% | 1.27M | — | 6.32M | — | HC | Delaware | 2017-05-10 | ↗ |
| 19 | JPMORGAN CHASE & CO.13-2624428 | 6.11M | 6.80% | 4.93M | — | 6.10M | — | HC | Delaware | 2022-01-10 | ↗ |
| 20 | (1) BlackRock, Inc. | 5.89M | 6.60% | 5.68M | — | 5.89M | — | HC | Delaware | 2022-02-03 | ↗ |
| 21 | Granahan Investment Management LLC | 5.00M | 5.59% | 4.70M | — | 5.00M | — | IA | State of Massachusetts | 2022-02-14 | ↗ |
| 22 | Engaged Capital Flagship Fund, LP | 4.66M | 5.44% | — | — | 4.66M | — | PN | — | 2020-08-20 | ↗ |
| 23 | Engaged Capital Flagship Fund, Ltd. | 4.66M | 5.44% | — | — | 4.66M | — | CO | — | 2020-08-20 | ↗ |
| 24 | Engaged Capital Flagship Master Fund, LP | 4.66M | 5.44% | — | — | 4.66M | — | PN | — | 2020-08-20 | ↗ |
| 25 | Engaged Capital Co-Invest XI, LP | 2.84M | 3.32% | — | — | 2.84M | — | PN | — | 2020-08-20 | ↗ |
| 26 | Alan Fournier c/o Pennant Capital Management, LLC | 2.76M | 5.25% | — | 2.76M | — | 2.76M | IN | United States | 2017-02-14 | ↗ |
| 27 | Pennant Capital Management, LLC | 2.76M | 5.25% | — | 2.76M | — | 2.76M | IA, OO | United States | 2017-02-14 | ↗ |
| 28 | David Bonderman | 780.3K | 1.00% | — | 780.3K | — | — | IN | United States | 2018-02-13 | ↗ |
| 29 | James G. Coulter | 780.3K | 1.00% | — | 780.3K | — | — | IN | United States | 2018-02-13 | ↗ |
| 30 | TPG Growth II Advisors, Inc. | 780.3K | 1.00% | — | 780.3K | — | — | CO | Delaware | 2018-02-13 | ↗ |
| 31 | Engaged Capital Special Situation Fund, LP | 660.0K | 1.00% | — | — | 660.0K | — | PN | — | 2020-08-20 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 207.1K +207.1K (+100.0%) | 828.00M +828.0M (+100.0%) | 0.18% +0.182 pp | 0.00% +0.001 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 2 | CADIAN CAPITAL MANAGEMENT, LP | 11.09M -643.5K (-5.5%) | 44.34M -54.9M (-55.3%) | 9.72% -0.403 pp | 3.20% -2.694 pp | USD10.12 -60.5% | 5 qtrs — |
| 3 | BLACKROCK, INC. | 10.33M +1.0M (+10.9%) | 41.33M -37.5M (-47.6%) | 9.06% +1.020 pp | 0.00% -0.001 pp | USD24.80 -83.9% | 6 qtrs — |
| 4 | MORGAN STANLEY | 9.28M +1.3M (+16.3%) | 37.11M -30.4M (-45.0%) | 8.13% +1.249 pp | 0.00% -0.002 pp | USD10.39 -61.5% | 43 qtrs — |
| 5 | VANGUARD GROUP INC | 8.91M -2.1M (-18.7%) | 35.66M -57.1M (-61.6%) | 7.81% -1.649 pp | 0.00% -0.001 pp | USD22.24 -82.0% | 43 qtrs — |
| 6 | UBS GROUP AG | 6.11M +2.7M (+79.6%) | 24.44M -4.3M (-15.1%) | 5.36% +2.420 pp | 0.00% -0.001 pp | USD8.00 -50.0% | 39 qtrs — |
| 7 | RUBICON FOUNDERS LLC | 5.82M +— (+0.0%) | 23.26M -25.9M (-52.7%) | 5.10% +0.080 pp | 14.53% -10.973 pp | USD11.06 -63.8% | 4 qtrs — |
| 8 | ENGAGED CAPITAL LLC | 5.56M -100.0K (-1.8%) | 22.26M -25.7M (-53.6%) | 4.88% -0.010 pp | 5.68% -6.078 pp | USD17.63 -77.3% | 22 qtrs — |
| 9 | D. E. SHAW & CO., INC. | 5.27M +2.5M (+92.5%) | 21.08M -2.1M (-9.0%) | 4.62% +2.257 pp | 0.01% -0.002 pp | USD7.01 -42.9% | 5 qtrs — |
| 10 | JANE STREET GROUP, LLC | 2.95M +1.5M (+104.8%) | 11.81M -389.0K (-3.2%) | 2.59% +1.344 pp | 0.00% 0.000 pp | USD6.18 -35.3% | 26 qtrs — |
| 11 | JPMORGAN CHASE & CO | 2.95M -1.1M (-26.3%) | 11.79M -22.1M (-65.2%) | 2.58% -0.869 pp | 0.00% -0.001 pp | USD15.89 -74.8% | 43 qtrs — |
| 12 | STATE STREET CORP | 2.94M -32.8K (-1.1%) | 11.77M -13.4M (-53.2%) | 2.58% +0.012 pp | 0.00% -0.001 pp | USD20.80 -80.8% | 42 qtrs — |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 2.73M -23.6K (-0.9%) | 10.94M -12.4M (-53.1%) | 2.40% +0.017 pp | 0.00% -0.001 pp | USD21.94 -81.8% | 42 qtrs — |
| 14 | ROCK SPRINGS CAPITAL MANAGEMENT LP | 2.68M -275.0K (-9.3%) | 10.70M -14.3M (-57.1%) | 2.35% -0.201 pp | 0.55% -0.910 pp | USD21.37 -81.3% | 20 qtrs — |
| 15 | MAVERICK CAPITAL LTD | 2.54M +144.6K (+6.0%) | 10.16M -10.1M (-49.9%) | 2.23% +0.160 pp | 0.11% -0.162 pp | USD9.74 -58.9% | 3 qtrs — |
| 16 | DIMENSIONAL FUND ADVISORS LP | 2.31M -201.3K (-8.0%) | 9.23M -12.0M (-56.5%) | 2.02% -0.142 pp | 0.00% -0.003 pp | USD17.50 -77.1% | 35 qtrs — |
| 17 | JACOBS LEVY EQUITY MANAGEMENT, INC | 2.27M +495.1K (+27.9%) | 9.08M -5.9M (-39.5%) | 1.99% +0.458 pp | 0.04% -0.025 pp | USD8.32 -51.9% | 3 qtrs — |
| 18 | CITADEL ADVISORS LLC | 1.86M -441.8K (-19.2%) | 7.42M -12.0M (-61.8%) | 1.63% -0.356 pp | 0.00% -0.002 pp | USD9.39 -57.4% | 28 qtrs — |
| 19 | GOLDMAN SACHS GROUP INC | 1.83M +952.2K (+108.0%) | 7.33M -122.1K (-1.6%) | 1.61% +0.847 pp | 0.00% +0.000 pp | USD9.00 -55.6% | 43 qtrs — |
| 20 | TWO SIGMA INVESTMENTS, LP | 1.54M +686.4K (+80.6%) | 6.15M -1.1M (-14.6%) | 1.35% +0.613 pp | 0.01% -0.002 pp | USD6.71 -40.4% | 4 qtrs — |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.52M +211.7K (+16.2%) | 6.06M -5.0M (-45.0%) | 1.33% +0.204 pp | 0.00% -0.001 pp | USD17.03 -76.5% | 42 qtrs — |
| 22 | MILLENNIUM MANAGEMENT LLC | 1.48M +1.0M (+223.0%) | 5.90M +2.0M (+52.7%) | 1.29% +0.899 pp | 0.00% +0.001 pp | USD7.89 -49.3% | 43 qtrs — |
| 23 | HUDSON BAY CAPITAL MANAGEMENT LP | 1.46M +884.0K (+153.5%) | 5.84M +967.0K (+19.8%) | 1.28% +0.783 pp | 0.02% +0.003 pp | USD8.28 -51.7% | 6 qtrs — |
| 24 | TEJARA CAPITAL LTD | 1.33M +1.3M (+100.0%) | 5.33M +5.3M (+100.0%) | 1.17% +1.167 pp | 1.25% +1.254 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 25 | BALYASNY ASSET MANAGEMENT L.P. | 1.26M +1.1M (+622.4%) | 5.04M +3.6M (+241.6%) | 1.11% +0.955 pp | 0.01% +0.005 pp | USD4.62 -13.4% | 15 qtrs — |
| 26 | ROCK POINT ADVISORS, LLC | 1.19M +211.7K (+21.6%) | 4.76M -3.5M (-42.5%) | 1.04% +0.199 pp | 1.19% -1.002 pp | USD10.50 -61.9% | 28 qtrs — |
| 27 | GLENMEDE TRUST CO NA | 1.15M +1.2M (+100.0%) | 4.60M +4.6M (+100.0%) | 1.01% +1.009 pp | 0.02% +0.022 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 28 | NORTHERN TRUST CORP | 1.05M -82.4K (-7.3%) | 4.21M -5.4M (-56.2%) | 0.92% -0.057 pp | 0.00% -0.001 pp | USD21.10 -81.0% | 42 qtrs — |
| 29 | SQUAREPOINT OPS LLC | 952.2K +754.6K (+381.9%) | 3.81M +2.1M (+127.8%) | 0.83% +0.664 pp | 0.00% +0.002 pp | USD4.93 -18.9% | 9 qtrs — |
| 30 | CASTLE HOOK PARTNERS LP | 937.6K +937.6K (+100.0%) | 3.75M +3.8M (+100.0%) | 0.82% +0.822 pp | 0.02% +0.016 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 31 | KENNEDY CAPITAL MANAGEMENT LLC | 925.6K +2.9K (+0.3%) | 3.70M -4.1M (-52.6%) | 0.81% +0.015 pp | 0.08% -0.094 pp | USD11.49 -65.2% | 23 qtrs — |
| 32 | PEREGRINE CAPITAL MANAGEMENT LLC | 738.0K -15.1K (-2.0%) | 2.95M -3.4M (-53.7%) | 0.65% -0.003 pp | 0.09% -0.101 pp | USD14.21 -71.9% | 38 qtrs — |
| 33 | TUDOR INVESTMENT CORP ET AL | 702.1K +12.9K (+1.9%) | 2.81M -3.0M (-51.8%) | 0.62% +0.021 pp | 0.01% -0.005 pp | USD10.96 -63.5% | 9 qtrs — |
| 34 | HRT FINANCIAL LP | 696.7K +294.6K (+73.3%) | 2.79M -615.0K (-18.1%) | 0.61% +0.264 pp | 0.01% -0.004 pp | USD6.57 -39.1% | 2 qtrs — |
| 35 | DEUTSCHE BANK AG\ | 686.6K +585.6K (+580.2%) | 2.75M +1.9M (+221.6%) | 0.60% +0.515 pp | 0.00% +0.001 pp | USD6.31 -36.6% | 43 qtrs — |
| 36 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | 630.0K +— (+0.0%) | 2.52M -2.8M (-52.7%) | 0.55% +0.009 pp | 0.02% -0.028 pp | USD11.23 -64.4% | 3 qtrs — |
| 37 | CITIGROUP INC | 584.5K -279.2K (-32.3%) | 2.34M -5.0M (-68.0%) | 0.51% -0.233 pp | 0.00% -0.002 pp | USD10.00 -60.0% | 43 qtrs — |
| 38 | POINT72 ASSET MANAGEMENT, L.P. | 565.0K -37.0K (-6.2%) | 2.26M -2.8M (-55.6%) | 0.50% -0.024 pp | 0.00% -0.006 pp | USD8.46 -52.7% | 29 qtrs — |
| 39 | BANK OF AMERICA CORP /DE/ | 561.0K -400.8K (-41.7%) | 2.24M -5.9M (-72.4%) | 0.49% -0.338 pp | 0.00% 0.000 pp | USD15.09 -73.5% | 42 qtrs — |
| 40 | BNP PARIBAS ARBITRAGE, SNC | 544.4K +336.5K (+161.9%) | 2.18M +418.8K (+23.8%) | 0.48% +0.298 pp | 0.00% +0.000 pp | USD5.95 -32.8% | 42 qtrs — |
| 41 | AMERIPRISE FINANCIAL INC | 532.1K +28.0K (+5.5%) | 2.13M -2.1M (-50.1%) | 0.47% +0.031 pp | 0.00% -0.001 pp | USD17.26 -76.8% | 39 qtrs — |
| 42 | JUMP FINANCIAL, LLC | 522.4K +201.3K (+62.7%) | 2.09M -626.7K (-23.1%) | 0.46% +0.181 pp | 0.03% -0.007 pp | USD6.74 -40.7% | 2 qtrs — |
| 43 | INVESCO LTD. | 392.3K +91.4K (+30.4%) | 1.57M -976.6K (-38.4%) | 0.34% +0.084 pp | 0.00% 0.000 pp | USD15.15 -73.6% | 38 qtrs — |
| 44 | LAZARD ASSET MANAGEMENT LLC | 349.4K -395.5K (-53.1%) | 1.40M -4.9M (-77.8%) | 0.31% -0.337 pp | 0.00% -0.006 pp | USD24.66 -83.8% | 9 qtrs — |
| 45 | BANK OF NEW YORK MELLON CORP | 347.2K -1.1M (-75.2%) | 1.39M -10.4M (-88.3%) | 0.30% -0.901 pp | 0.00% -0.002 pp | USD12.83 -68.8% | 43 qtrs — |
| 46 | NUVEEN, LLC | 341.2K +82.6K (+31.9%) | 1.36M -823.4K (-37.6%) | 0.30% +0.076 pp | 0.00% 0.000 pp | USD8.15 -50.9% | 4 qtrs — |
| 47 | GSA CAPITAL PARTNERS LLP | 308.1K +291.2K (+1,715.2%) | 1.23M +1.1M (+756.3%) | 0.27% +0.256 pp | 0.11% +0.094 pp | USD4.25 -5.9% | 2 qtrs — |
| 48 | UBS ASSET MANAGEMENT AMERICAS INC | 297.7K +85.9K (+40.6%) | 1.19M -601.0K (-33.5%) | 0.26% +0.078 pp | 0.00% 0.000 pp | USD14.54 -72.5% | 43 qtrs — |
| 49 | JEFFERIES FINANCIAL GROUP INC. | 291.6K +271.8K (+1,371.2%) | 1.17M +998.7K (+595.6%) | 0.26% +0.239 pp | 0.01% +0.005 pp | USD4.54 -11.9% | 13 qtrs — |
| 50 | TWO SIGMA ADVISERS, LP | 281.9K +124.5K (+79.1%) | 1.13M -204.0K (-15.3%) | 0.25% +0.111 pp | 0.00% -0.001 pp | USD6.67 -40.0% | 3 qtrs — |
| 51 | GAMCO INVESTORS, INC. ET AL | 277.5K +33.5K (+13.7%) | 1.11M -954.2K (-46.2%) | 0.24% +0.033 pp | 0.01% -0.009 pp | USD11.79 -66.1% | 34 qtrs — |
| 52 | ATOM INVESTORS LP | 269.2K +269.2K (+100.0%) | 1.08M +1.1M (+100.0%) | 0.24% +0.236 pp | 0.09% +0.086 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 53 | GABELLI FUNDS LLC | 263.2K -367.0K (-58.2%) | 1.05M -4.3M (-80.3%) | 0.23% -0.313 pp | 0.01% -0.029 pp | USD19.36 -79.3% | 36 qtrs — |
| 54 | MARSHALL WACE, LLP | 245.6K -409.2K (-62.5%) | 982.2K -4.6M (-82.3%) | 0.22% -0.350 pp | 0.00% -0.005 pp | USD8.77 -54.4% | 7 qtrs — |
| 55 | STATE OF WISCONSIN INVESTMENT BOARD | 238.6K +117.1K (+96.4%) | 954.3K -73.3K (-7.1%) | 0.21% +0.104 pp | 0.00% 0.000 pp | USD11.78 -66.0% | 33 qtrs — |
| 56 | BARCLAYS PLC | 219.1K -54.6K (-20.0%) | 876.6K -6.9M (-88.7%) | 0.19% -0.044 pp | 0.00% -0.002 pp | USD15.34 -73.9% | 39 qtrs — |
| 57 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 217.3K +176.2K (+428.2%) | 869.4K +521.3K (+149.7%) | 0.19% +0.155 pp | 0.00% +0.000 pp | USD6.29 -36.4% | 34 qtrs — |
| 58 | SEI INVESTMENTS CO | 200.4K +76.9K (+62.3%) | 801.6K -243.3K (-23.3%) | 0.18% +0.069 pp | 0.00% 0.000 pp | USD17.07 -76.6% | 30 qtrs — |
| 59 | CONGRESS ASSET MANAGEMENT CO /MA | 193.7K +5.3K (+2.8%) | 774.6K -818.9K (-51.4%) | 0.17% +0.007 pp | 0.01% -0.005 pp | USD14.26 -71.9% | 7 qtrs — |
| 60 | SWISS NATIONAL BANK | 193.4K +— (+0.0%) | 773.6K -862.6K (-52.7%) | 0.17% +0.003 pp | 0.00% -0.001 pp | USD20.60 -80.6% | 41 qtrs — |
| 61 | AQR CAPITAL MANAGEMENT LLC | 189.5K +171.0K (+924.3%) | 758.0K +601.5K (+384.3%) | 0.17% +0.150 pp | 0.00% +0.000 pp | USD5.25 -23.8% | 22 qtrs — |
| 62 | RENAISSANCE TECHNOLOGIES LLC | 174.6K -135.5K (-43.7%) | 698.4K -1.9M (-73.4%) | 0.15% -0.115 pp | 0.00% -0.002 pp | USD8.46 -52.7% | 2 qtrs — |
| 63 | QUBE RESEARCH & TECHNOLOGIES LTD | 174.0K +174.0K (+100.0%) | 696.1K +696.1K (+100.0%) | 0.15% +0.153 pp | 0.00% +0.001 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 64 | TEMPUS WEALTH PLANNING, LLC | 173.8K +114.9K (+194.9%) | 695.2K +196.6K (+39.4%) | 0.15% +0.102 pp | 0.16% +0.045 pp | USD5.51 -27.4% | 5 qtrs — |
| 65 | BOOTHBAY FUND MANAGEMENT, LLC | 168.9K +137.8K (+443.7%) | 675.5K +412.7K (+157.1%) | 0.15% +0.121 pp | 0.01% +0.006 pp | USD4.82 -17.0% | 2 qtrs — |
| 66 | CREATIVE PLANNING | 166.2K +67.4K (+68.2%) | 664.9K -171.2K (-20.5%) | 0.15% +0.060 pp | 0.00% 0.000 pp | USD12.36 -67.6% | 9 qtrs — |
| 67 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 160.0K -28.5K (-15.1%) | 640.0K -954.9K (-59.9%) | 0.14% -0.022 pp | 0.00% -0.002 pp | USD29.10 -86.3% | 12 qtrs — |
| 68 | HSBC HOLDINGS PLC | 161.1K -49.9K (-23.6%) | 639.7K -1.2M (-64.4%) | 0.14% -0.041 pp | 0.00% -0.001 pp | USD8.56 -53.3% | 17 qtrs — |
| 69 | QUADRATURE CAPITAL LTD | 159.8K +89.7K (+128.1%) | 639.3K +47.5K (+8.0%) | 0.14% +0.080 pp | 0.01% -0.001 pp | USD6.18 -35.3% | 5 qtrs — |
| 70 | RHUMBLINE ADVISERS | 156.8K -23.4K (-13.0%) | 627.1K -897.2K (-58.9%) | 0.14% -0.018 pp | 0.00% -0.001 pp | USD20.32 -80.3% | 41 qtrs — |
| 71 | RAIFFEISEN BANK INTERNATIONAL AG | 150.0K +— (+0.0%) | 607.5K -708.0K (-53.8%) | 0.13% +0.002 pp | 0.01% -0.010 pp | USD10.71 -62.7% | 5 qtrs — |
| 72 | FOREST HILL CAPITAL, LLC | 150.3K +— (+0.0%) | 601.0K -670.1K (-52.7%) | 0.13% +0.002 pp | 0.31% -0.441 pp | USD12.88 -68.9% | 7 qtrs — |
| 73 | RUSSELL INVESTMENTS GROUP, LTD. | 144.5K -6.7K (-4.5%) | 578.0K -701.6K (-54.8%) | 0.13% -0.004 pp | 0.00% -0.001 pp | USD19.79 -79.8% | 20 qtrs — |
| 74 | GRAHAM CAPITAL MANAGEMENT, L.P. | 141.8K +80.2K (+130.1%) | 567.0K +45.9K (+8.8%) | 0.12% +0.071 pp | 0.01% +0.005 pp | USD5.94 -32.7% | 9 qtrs — |
| 75 | WALLEYE CAPITAL LLC | 138.7K -515.7K (-78.8%) | 554.9K -5.0M (-90.0%) | 0.12% -0.443 pp | 0.00% -0.019 pp | USD11.13 -64.1% | 7 qtrs — |
| 76 | WELLS FARGO & COMPANY/MN | 136.5K +43.6K (+46.9%) | 546.1K -240.2K (-30.5%) | 0.12% +0.040 pp | 0.00% 0.000 pp | USD10.15 -60.6% | 43 qtrs — |
| 77 | PRICE T ROWE ASSOCIATES INC /MD/ | 134.4K +18.7K (+16.1%) | 538.0K -442.0K (-45.1%) | 0.12% +0.018 pp | 0.00% +0.000 pp | USD25.93 -84.6% | 37 qtrs — |
| 78 | ALLIANCEBERNSTEIN L.P. | 127.0K -103.0 (-0.1%) | 508.0K -567.2K (-52.8%) | 0.11% +0.002 pp | 0.00% 0.000 pp | USD27.71 -85.6% | 39 qtrs — |
| 79 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 126.6K +14.8K (+13.2%) | 506.5K -439.7K (-46.5%) | 0.11% +0.015 pp | 0.00% -0.001 pp | USD16.50 -75.8% | 7 qtrs — |
| 80 | LEGAL & GENERAL GROUP PLC | 125.9K -246.0 (-0.2%) | 503.5K -563.5K (-52.8%) | 0.11% +0.002 pp | 0.00% 0.000 pp | USD20.07 -80.1% | 39 qtrs — |
| 81 | CITIZENS FINANCIAL GROUP INC/RI | 124.2K +102.9K (+483.3%) | 496.7K +316.6K (+175.8%) | 0.11% +0.091 pp | 0.01% +0.004 pp | USD5.16 -22.5% | 5 qtrs — |
| 82 | FREESTONE GROVE PARTNERS LP | 122.7K +122.7K (+100.0%) | 490.8K +490.8K (+100.0%) | 0.11% +0.108 pp | 0.00% +0.004 pp | USD4.00 +0.0% | 3 qtrs — |
| 83 | NORDEA INVESTMENT MANAGEMENT AB | 120.5K -15.3K (-11.3%) | 481.2K -691.0K (-58.9%) | 0.11% -0.012 pp | 0.00% -0.001 pp | USD17.34 -76.9% | 7 qtrs — |
| 84 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 118.8K +17.2K (+16.9%) | 475.2K -384.6K (-44.7%) | 0.10% +0.017 pp | 0.00% -0.001 pp | USD7.89 -49.3% | 8 qtrs — |
| 85 | MARINER, LLC | 112.1K +44.0K (+64.5%) | 448.1K -128.4K (-22.3%) | 0.10% +0.040 pp | 0.00% 0.000 pp | USD7.32 -45.4% | 4 qtrs — |
| 86 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 108.0K +15.4K (+16.7%) | 431.9K -351.0K (-44.8%) | 0.09% +0.015 pp | 0.00% 0.000 pp | USD19.14 -79.1% | 42 qtrs — |
| 87 | BLUECREST CAPITAL MANAGEMENT LTD | 106.3K +106.3K (+100.0%) | 425.2K +425.2K (+100.0%) | 0.09% +0.093 pp | 0.01% +0.013 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 88 | JAIN GLOBAL LLC | 105.0K +105.0K (+100.0%) | 420.2K +420.2K (+100.0%) | 0.09% +0.092 pp | 0.00% +0.002 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 89 | QUINN OPPORTUNITY PARTNERS LLC | 99.7K -20.3K (-16.9%) | 398.7K -616.5K (-60.7%) | 0.09% -0.016 pp | 0.02% -0.055 pp | USD10.80 -63.0% | 5 qtrs — |
| 90 | SG AMERICAS SECURITIES, LLC | 97.9K +60.0K (+158.1%) | 392.0K +71.0K (+22.1%) | 0.09% +0.053 pp | 0.00% -0.001 pp | USD6.73 -40.6% | 9 qtrs — |
| 91 | STATE OF WYOMING | 78.7K +22.3K (+39.5%) | 314.8K -162.4K (-34.0%) | 0.07% +0.020 pp | 0.03% -0.020 pp | USD8.27 -51.6% | 17 qtrs — |
| 92 | GREAT LAKES ADVISORS, LLC | 75.2K -35.4K (-32.0%) | 300.7K -634.9K (-67.9%) | 0.07% -0.030 pp | 0.00% -0.005 pp | USD8.46 -52.7% | 2 qtrs — |
| 93 | QUEST PARTNERS LLC | 74.8K +31.3K (+72.0%) | 299.4K -68.7K (-18.7%) | 0.07% +0.028 pp | 0.02% -0.007 pp | USD6.73 -40.6% | 7 qtrs — |
| 94 | HEADLANDS TECHNOLOGIES LLC | 74.8K +74.8K (+100.0%) | 299.1K +299.1K (+100.0%) | 0.07% +0.066 pp | 0.03% +0.025 pp | USD4.00 +0.0% | 3 qtrs — |
| 95 | NATIXIS | 73.1K +— (+0.0%) | 292.4K -326.0K (-52.7%) | 0.06% +0.001 pp | 0.00% -0.002 pp | USD9.47 -57.8% | 13 qtrs — |
| 96 | AQUATIC CAPITAL MANAGEMENT LLC | 66.3K -92.6K (-58.3%) | 265.4K -1.1M (-80.3%) | 0.06% -0.079 pp | 0.01% -0.017 pp | USD8.46 -52.7% | 2 qtrs — |
| 97 | NORGES BANK | 63.5K +63.5K (+100.0%) | 253.8K +253.8K (+100.0%) | 0.06% +0.056 pp | 0.00% +0.000 pp | USD4.00 +0.0% | 1 qtrs NEW |
| 98 | XTX TOPCO LTD | 62.1K -35.8K (-36.6%) | 248.5K -580.2K (-70.0%) | 0.05% -0.030 pp | 0.01% -0.037 pp | USD12.13 -67.0% | 8 qtrs — |
| 99 | BROWN ADVISORY INC | 60.8K +— (+0.0%) | 243.1K -271.1K (-52.7%) | 0.05% +0.001 pp | 0.00% 0.000 pp | USD21.97 -81.8% | 17 qtrs — |
| 100 | INTECH INVESTMENT MANAGEMENT LLC | 60.0K +5.9K (+10.8%) | 240.2K -218.1K (-47.6%) | 0.05% +0.006 pp | 0.00% -0.002 pp | USD19.60 -79.6% | 6 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Janus Henderson Small Cap Growth Alpha ETF JSML | 0.55% | 2.04M | 0.30% |
| 2 | Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD | 0.43% | 4.67M | 0.30% |
| 3 | Harbor Human Capital Factor US Small Cap ETF HAPS | 0.11% | 189.9K | 0.61% |
| 4 | iShares U.S. Healthcare Providers ETF IHF | 0.10% | 1.16M | 0.38% |
| 5 | Invesco RAFI US 1500 Small-Mid ETF PRFZ | 0.07% | 2.06M | 0.34% |
| 6 | Optimize Strategy Index ETF OPTZ | 0.07% | 175.4K | 0.25% |
| 7 | iShares Healthcare Innovation UCITS ETF HEAL.L | 0.07% | 761.1K | 0.40% |
| 8 | Schwab Fundamental U.S. Small Company Index ETF FNDA | 0.06% | 5.33M | 0.25% |
| 9 | iShares Russell 2000 Value ETF IWN | 0.03% | 4.00M | 0.24% |
| 10 | State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L | 0.02% | 1.34M | 0.30% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-03 | Weinberg Jonathan | Officer | F-InKind | D | Class A Common Stock | 8,275 | 3.51 | 29.0K | 244,512 | D | ↗ |
| 2026-03-03 | Shams Aammaad | Officer | F-InKind | D | Class A Common Stock | 4,311 | 3.51 | 15.1K | 66,847 | D | ↗ |
| 2026-03-03 | McCarthy Daniel Joseph | Officer | F-InKind | D | Class A Common Stock | 24,027 | 3.51 | 84.3K | 423,022 | D | ↗ |
| 2026-03-03 | Blackley Seth | Director / Officer | F-InKind | D | Class A Common Stock | 24,053 | 3.51 | 84.4K | 836,962 | D | ↗ |
| 2026-03-02 | Weinberg Jonathan | Officer | A-Award | A | Performance-Based Share Unit | 179,661 | 0.00 | — | 179,661 | D | ↗ |
| 2026-03-02 | Shams Aammaad | Officer | A-Award | A | Performance-Based Share Unit | 55,173 | 0.00 | — | 55,173 | D | ↗ |
| 2026-03-02 | Ramos Mario | Officer | A-Award | A | Performance-Based Share Unit | 429,041 | 0.00 | — | 429,041 | D | ↗ |
| 2026-03-02 | McCarthy Daniel Joseph | Officer | A-Award | A | Class A Common Stock | 39,281 | 0.00 | — | 465,241 | D | ↗ |
| 2026-03-02 | Blackley Seth | Director / Officer | A-Award | A | Performance-Based Share Unit | 1,425,310 | 0.00 | — | 1,425,310 | D | ↗ |
| 2026-03-01 | Weinberg Jonathan | Officer | F-InKind | D | Class A Common Stock | 4,406 | 3.25 | 14.3K | 249,773 | D | ↗ |
| 2026-03-01 | Shams Aammaad | Officer | F-InKind | D | Class A Common Stock | 2,577 | 3.25 | 8.4K | 70,322 | D | ↗ |
| 2026-03-01 | McCarthy Daniel Joseph | Officer | F-InKind | D | Class A Common Stock | 7,811 | 3.25 | 25.4K | 425,960 | D | ↗ |
| 2026-03-01 | Blackley Seth | Director / Officer | F-InKind | D | Class A Common Stock | 9,537 | 3.25 | 31.0K | 819,830 | D | ↗ |
| 2026-01-02 | Smith Jill D. | Director | A-Award | A | Class A Common Stock | 23,137 | 0.00 | — | 23,137 | D | ↗ |
| 2026-01-02 | Ramos Mario | Officer | — | — | Class A Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-12-02 | Smith Jill D. | Director | — | — | No securities beneficially owned | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-11-18 | Springstubb Brendan B | Director | P-Purchase | A | Class A Common Stock | 10,000 | 3.82 | 38.2K | 58,821 | D | ↗ |
| 2025-08-01 | Shams Aammaad | Officer | F-InKind | D | Class A Common Stock | 2,567 | 9.98 | 25.6K | 72,899 | D | ↗ |
| 2025-07-01 | Weinberg Jonathan | Officer | A-Award | A | Class A Common Stock | 23,394 | 0.00 | — | 254,179 | D | ↗ |
| 2025-07-01 | McCarthy Daniel Joseph | Officer | A-Award | A | Class A Common Stock | 44,767 | 0.00 | — | 433,771 | D | ↗ |
| 2025-07-01 | Johnson John Paul | Officer | A-Award | A | Class A Common Stock | 25,461 | 0.00 | — | 309,245 | D | ↗ |
| 2025-07-01 | Blackley Seth | Director / Officer | A-Award | A | Class A Common Stock | 67,150 | 0.00 | — | 829,367 | D | ↗ |
| 2025-06-05 | Springstubb Brendan B | Director | A-Award | A | Class A Common Stock | 21,979 | 0.00 | — | 48,821 | D | ↗ |
| 2025-06-05 | Scott Cheryl | Director | A-Award | A | Class A Common Stock | 21,979 | 0.00 | — | 73,476 | D | ↗ |
| 2025-06-05 | KECK KIM | Director | A-Award | A | Class A Common Stock | 21,979 | 0.00 | — | 61,501 | D | ↗ |
| 2025-06-05 | Jelinek Richard M | Director | A-Award | A | Class A Common Stock | 21,979 | 0.00 | — | 36,437 | D | ↗ |
| 2025-06-05 | Glass Russell Monroe | Director | A-Award | A | Class A Common Stock | 21,979 | 0.00 | — | 36,251 | D | ↗ |
| 2025-06-05 | GUERTIN SHAWN M | Director | — | — | No securities beneficially owned | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-06-05 | GRUA PETER J | Director | A-Award | A | Class A Common Stock | 21,979 | 0.00 | — | 40,728 | D | ↗ |
| 2025-06-05 | Barbarosh Craig A. | Director | A-Award | A | Class A Common Stock | 21,979 | 0.00 | — | 53,935 | D | ↗ |
| 2025-06-05 | Ajayi Toyin | Director | A-Award | A | Class A Common Stock | 21,979 | 0.00 | — | 34,074 | D | ↗ |
| 2025-03-07 | Springstubb Brendan B | Director | P-Purchase | A | Class A Common Stock | 15,000 | 9.27 | 139.1K | 26,842 | D | ↗ |
| 2025-03-07 | KECK KIM | Director | P-Purchase | A | Class A Common Stock | 10,540 | 9.44 | 99.5K | 39,522 | D | ↗ |
| 2025-03-07 | Jelinek Richard M | Director | P-Purchase | A | Class A Common Stock | 15,000 | 9.16 | 137.4K | 15,000 | I | ↗ |
| 2025-03-06 | McCarthy Daniel Joseph | Officer | P-Purchase | A | Class A Common Stock | 11,040 | 9.01 | 99.5K | 389,004 | D | ↗ |
| 2025-03-06 | Holder Diane | Director | P-Purchase | A | Class A Common Stock | 2,735 | 9.33 | 25.5K | 70,584 | D | ↗ |
| 2025-03-06 | Glass Russell Monroe | Director | P-Purchase | A | Class A Common Stock | 5,400 | 9.27 | 50.1K | 14,272 | D | ↗ |
| 2025-03-06 | GRUA PETER J | Director | P-Purchase | A | Class A Common Stock | 11,040 | 9.01 | 99.5K | 18,749 | D | ↗ |
| 2025-03-06 | Blackley Seth | Director / Officer | P-Purchase | A | Class A Common Stock | 55,225 | 9.01 | 497.6K | 762,217 | D | ↗ |
| 2025-03-06 | Barbarosh Craig A. | Director | P-Purchase | A | Class A Common Stock | 2,000 | 8.81 | 17.6K | 31,956 | D | ↗ |
| 2025-03-04 | Springstubb Brendan B | Director | P-Purchase | A | Class A Common Stock | 5,000 | 8.75 | 43.8K | 11,842 | D | ↗ |
| 2025-03-03 | Weinberg Jonathan | Officer | A-Award | A | Class A Common Stock | 65,470 | 0.00 | — | 223,689 | D | ↗ |
| 2025-03-03 | Springstubb Brendan B | Director | A-Award | A | Class A Common Stock | 6,842 | 0.00 | — | 6,842 | D | ↗ |
| 2025-03-03 | Shams Aammaad | Officer | F-InKind | D | Class A Common Stock | 3,168 | 8.77 | 27.8K | 75,466 | D | ↗ |
| 2025-03-03 | Rafferty Emily Ann | Officer | A-Award | A | Class A Common Stock | 72,937 | 0.00 | — | 127,071 | D | ↗ |
| 2025-03-03 | McCarthy Daniel Joseph | Officer | A-Award | A | Class A Common Stock | 156,683 | 0.00 | — | 329,880 | D | ↗ |
| 2025-03-03 | Johnson John Paul | Officer | A-Award | A | Class A Common Stock | 89,113 | 0.00 | — | 251,074 | D | ↗ |
| 2025-03-03 | Blackley Seth | Director / Officer | A-Award | A | Class A Common Stock | 235,025 | 0.00 | — | 618,414 | D | ↗ |
| 2025-03-01 | Weinberg Jonathan | Officer | F-InKind | D | Class A Common Stock | 8,808 | 8.99 | 79.2K | 158,219 | D | ↗ |
| 2025-03-01 | Shams Aammaad | Officer | F-InKind | D | Class A Common Stock | 5,546 | 8.99 | 49.9K | 46,833 | D | ↗ |
| 2025-03-01 | Rafferty Emily Ann | Officer | F-InKind | D | Class A Common Stock | 9,274 | 8.99 | 83.4K | 54,134 | D | ↗ |
| 2025-03-01 | McCarthy Daniel Joseph | Officer | F-InKind | D | Class A Common Stock | 15,143 | 8.99 | 136.1K | 173,197 | D | ↗ |
| 2025-03-01 | Johnson John Paul | Officer | F-InKind | D | Class A Common Stock | 9,246 | 8.99 | 83.1K | 161,961 | D | ↗ |
| 2025-03-01 | Blackley Seth | Director / Officer | F-InKind | D | Class A Common Stock | 28,535 | 8.99 | 256.5K | 383,389 | D | ↗ |
| 2025-02-04 | Springstubb Brendan B | Director | — | — | No securities beneficially owned | 0 | 0.00 | — | 0 | D | ↗ |
| 2024-08-23 | McCarthy Daniel Joseph | Officer | S-Sale | D | Class A Common Stock | 6,469 | 32.00 | 207.0K | 192,340 | — | ↗ |
| 2024-08-22 | Weinberg Jonathan | Officer | M-Exempt | D | Class A Common Stock Option (right to buy) | 16,887 | 17.00 | 287.1K | 0 | — | ↗ |
| 2024-08-22 | Rafferty Emily Ann | Officer | S-Sale | D | Class A Common Stock | 8,861 | 30.00 | 265.8K | 63,408 | — | ↗ |
| 2024-08-22 | McCarthy Daniel Joseph | Officer | S-Sale | D | Class A Common Stock | 16,693 | 30.00 | 500.8K | 205,809 | — | ↗ |
| 2024-08-22 | Johnson John Paul | Officer | S-Sale | D | Class A Common Stock | 44,693 | 30.00 | 1.34M | 171,207 | — | ↗ |
| 2024-08-22 | Blackley Seth | Director / Officer | M-Exempt | D | Class A Common Stock Option (right to buy) | 52,742 | 10.27 | 541.7K | 0 | — | ↗ |
| 2024-08-01 | Shams Aammaad | Officer | F-InKind | D | Class A Common Stock | 2,567 | 22.44 | 57.6K | 52,379 | — | ↗ |
| 2024-06-06 | Scott Cheryl | Director | A-Award | A | Class A Common Stock | 7,709 | 0.00 | — | 51,497 | — | ↗ |
| 2024-06-06 | KECK KIM | Director | A-Award | A | Class A Common Stock | 7,709 | 0.00 | — | 28,982 | — | ↗ |
| 2024-06-06 | Jelinek Richard M | Director | A-Award | A | Class A Common Stock | 7,709 | 0.00 | — | 14,458 | — | ↗ |
| 2024-06-06 | Holder Diane | Director | A-Award | A | Class A Common Stock | 7,709 | 0.00 | — | 67,849 | — | ↗ |
| 2024-06-06 | Glass Russell Monroe | Director | A-Award | A | Class A Common Stock | 7,709 | 0.00 | — | 8,872 | — | ↗ |
| 2024-06-06 | GRUA PETER J | Director | A-Award | A | Class A Common Stock | 7,709 | 0.00 | — | 12,758 | — | ↗ |
| 2024-06-06 | DUFFY MARY BRIDGET | Director | A-Award | A | Class A Common Stock | 7,709 | 0.00 | — | 48,001 | — | ↗ |
| 2024-06-06 | Barbarosh Craig A. | Director | A-Award | A | Class A Common Stock | 7,709 | 0.00 | — | 29,956 | — | ↗ |
| 2024-06-06 | Ajayi Toyin | Director | A-Award | A | Class A Common Stock | 7,709 | 0.00 | — | 12,095 | — | ↗ |
| 2024-03-02 | Weinberg Jonathan | Officer | F-InKind | D | Class A Common Stock | 4,830 | 34.41 | 166.2K | 167,027 | — | ↗ |
| 2024-03-02 | McCarthy Daniel Joseph | Officer | F-InKind | D | Class A Common Stock | 5,638 | 34.41 | 194.0K | 217,952 | — | ↗ |
| 2024-03-02 | Johnson John Paul | Officer | F-InKind | D | Class A Common Stock | 9,020 | 34.41 | 310.4K | 215,900 | — | ↗ |
| 2024-03-01 | Weinberg Jonathan | Officer | F-InKind | D | Class A Common Stock | 7,460 | 34.41 | 256.7K | 171,857 | — | ↗ |
| 2024-03-01 | Shams Aammaad | Officer | F-InKind | D | Class A Common Stock | 2,569 | 34.41 | 88.4K | 54,946 | — | ↗ |
| 2024-03-01 | Rafferty Emily Ann | Officer | F-InKind | D | Class A Common Stock | 7,049 | 34.41 | 242.6K | 72,269 | — | ↗ |
| 2024-03-01 | McCarthy Daniel Joseph | Officer | F-InKind | D | Class A Common Stock | 13,210 | 34.41 | 454.6K | 223,590 | — | ↗ |
| 2024-03-01 | Johnson John Paul | Officer | F-InKind | D | Class A Common Stock | 11,213 | 34.41 | 385.8K | 224,920 | — | ↗ |
| 2024-03-01 | Glass Russell Monroe | Director | A-Award | A | Class A Common Stock | 1,163 | 0.00 | — | 1,163 | — | ↗ |
| 2024-03-01 | Blackley Seth | Director / Officer | F-InKind | D | Class A Common Stock | 24,005 | 34.41 | 826.0K | 760,382 | — | ↗ |
| 2024-02-22 | Weinberg Jonathan | Officer | A-Award | A | Class A Common Stock | 11,550 | 0.00 | — | 161,519 | — | ↗ |
| 2024-02-22 | McCarthy Daniel Joseph | Officer | A-Award | A | Class A Common Stock | 27,500 | 0.00 | — | 225,833 | — | ↗ |
| 2024-02-22 | Johnson John Paul | Officer | F-InKind | D | Class A Common Stock | 20,006 | 33.03 | 660.8K | 224,010 | — | ↗ |
| 2024-02-22 | Blackley Seth | Director / Officer | F-InKind | D | Class A Common Stock | 88,563 | 33.03 | 2.93M | 755,291 | — | ↗ |
| 2024-02-14 | Glass Russell Monroe | Director | — | I | Class A Common Stock | 0 | 0.00 | — | 6,046 | — | ↗ |
| 2023-12-05 | Blackley Seth | Director / Officer | S-Sale | D | Class A Common Stock | 27,484 | 25.74 | 707.4K | 751,161 | — | ↗ |
| 2023-12-04 | Blackley Seth | Director / Officer | M-Exempt | A | Class A Common Stock | 280,000 | 0.00 | — | 778,645 | — | ↗ |
| 2023-11-15 | McCarthy Daniel Joseph | Officer | S-Sale | D | Class A Common Stock | 3,000 | 30.00 | 90.0K | 198,333 | — | ↗ |
| 2023-10-01 | Rafferty Emily Ann | Officer | F-InKind | D | Class A Common Stock | 2,490 | 27.23 | 67.8K | 68,407 | — | ↗ |
| 2023-08-15 | Rafferty Emily Ann | Officer | S-Sale | D | Class A Common Stock | 7,900 | 28.05 | 221.6K | 70,897 | — | ↗ |
| 2023-08-01 | Shams Aammaad | Officer | F-InKind | D | Class A Common Stock | 2,188 | 30.40 | 66.5K | 50,024 | — | ↗ |
| 2023-08-01 | Ajayi Toyin | Director | A-Award | A | Class A Common Stock | 4,386 | 0.00 | — | 4,386 | — | ↗ |
| 2023-07-03 | Rafferty Emily Ann | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 78,797 | — | ↗ |
| 2023-07-01 | Tutewohl Steve | Officer | A-Award | A | Class A Common Stock | 9,000 | 0.00 | — | 136,331 | — | ↗ |
| 2023-06-28 | Blackley Seth | Director / Officer | M-Exempt | A | Class A Common Stock | 33,011 | 3.84 | 126.8K | 816,022 | — | ↗ |
| 2023-06-16 | Blackley Seth | Director / Officer | M-Exempt | D | Class A Common Option (right to buy) | 2,098 | 3.84 | 8.1K | 33,011 | — | ↗ |
| 2023-06-15 | Blackley Seth | Director / Officer | S-Sale | D | Class A Common Stock | 75,931 | 30.20 | 2.29M | 783,011 | — | ↗ |
| 2023-06-14 | Scott Cheryl | Director | S-Sale | D | Class A Common Stock | 2,365 | 30.01 | 71.0K | 53,788 | — | ↗ |
| 2023-06-13 | DUFFY MARY BRIDGET | Director | S-Sale | D | Class A Common Stock | 5,564 | 30.97 | 172.3K | 49,935 | — | ↗ |
| 2023-06-12 | McCarthy Daniel Joseph | Officer | S-Sale | D | Class A Common Stock | 1,000 | 31.44 | 31.4K | 206,333 | — | ↗ |
| 2023-06-12 | Holder Diane | Director | S-Sale | D | Class A Common Stock | 12,000 | 31.26 | 375.1K | 60,140 | — | ↗ |
| 2023-06-08 | Sotunde Tunde | Director | A-Award | A | Class A Common Stock | 5,049 | 0.00 | — | 14,018 | — | ↗ |
| 2023-06-08 | Scott Cheryl | Director | A-Award | A | Class A Common Stock | 5,049 | 0.00 | — | 56,153 | — | ↗ |
| 2023-06-08 | KECK KIM | Director | A-Award | A | Class A Common Stock | 5,049 | 0.00 | — | 21,273 | — | ↗ |
| 2023-06-08 | Jelinek Richard M | Director | — | D | Class A Common Stock | 0 | 0.00 | — | 1,700 | — | ↗ |
| 2023-06-08 | Holder Diane | Director | A-Award | A | Class A Common Stock | 5,049 | 0.00 | — | 72,140 | — | ↗ |
| 2023-06-08 | GRUA PETER J | Director | A-Award | A | Class A Common Stock | 5,049 | 0.00 | — | 18,668 | — | ↗ |
| 2023-06-08 | DUFFY MARY BRIDGET | Director | A-Award | A | Class A Common Stock | 5,049 | 0.00 | — | 55,499 | — | ↗ |
| 2023-06-08 | Barbarosh Craig A. | Director | A-Award | A | Class A Common Stock | 5,049 | 0.00 | — | 22,247 | — | ↗ |
| 2023-06-01 | WILLIAMS FRANK J | Director | M-Exempt | A | Class A Common Stock | 90,940 | 10.27 | 934.0K | 929,812 | — | ↗ |
| 2023-05-01 | WILLIAMS FRANK J | Director | S-Sale | D | Class A Common Stock | 110,000 | 36.29 | 3.99M | 819,812 | — | ↗ |
| 2023-04-03 | WILLIAMS FRANK J | Director | M-Exempt | A | Class A Common Stock | 110,000 | 6.87 | 755.7K | 929,812 | — | ↗ |
| 2023-03-07 | WILLIAMS FRANK J | Director | S-Sale | D | Class A Common Stock | 116,311 | 34.62 | 4.03M | 819,812 | — | ↗ |
| 2023-03-07 | Blackley Seth | Director / Officer | S-Sale | D | Class A Common Stock | 95,055 | 34.62 | 3.29M | 783,011 | — | ↗ |
| 2023-03-06 | WILLIAMS FRANK J | Director | S-Sale | D | Class A Common Stock | 87,901 | 34.40 | 3.02M | 938,578 | — | ↗ |
| 2023-03-06 | Blackley Seth | Director / Officer | S-Sale | D | Class A Common Stock | 71,916 | 34.40 | 2.47M | 880,078 | — | ↗ |
| 2023-03-03 | WILLIAMS FRANK J | Director | M-Exempt | A | Class A Common Stock | 400,000 | 0.00 | — | 1,026,479 | — | ↗ |
| 2023-03-03 | Blackley Seth | Director / Officer | M-Exempt | A | Class A Common Stock | 360,000 | 0.00 | — | 951,994 | — | ↗ |
| 2023-03-02 | Weinberg Jonathan | Officer | F-InKind | D | Class A Common Stock | 3,330 | 35.15 | 117.0K | 149,969 | — | ↗ |
| 2023-03-02 | Tutewohl Steve | Officer | F-InKind | D | Class A Common Stock | 3,200 | 35.15 | 112.5K | 127,331 | — | ↗ |
| 2023-03-02 | McCarthy Daniel Joseph | Officer | F-InKind | D | Class A Common Stock | 4,687 | 35.15 | 164.7K | 207,333 | — | ↗ |
| 2023-03-02 | Johnson John Paul | Officer | F-InKind | D | Class A Common Stock | 9,020 | 35.15 | 317.1K | 200,016 | — | ↗ |
| 2023-03-01 | Weinberg Jonathan | Officer | A-Award | A | Class A Common Stock | 12,758 | 0.00 | — | 155,564 | — | ↗ |
| 2023-03-01 | WILLIAMS FRANK J | Director | M-Exempt | A | Class A Common Stock | 100,940 | 6.87 | 693.5K | 727,419 | — | ↗ |
| 2023-03-01 | Tutewohl Steve | Officer | F-InKind | D | Class A Common Stock | 2,176 | 35.26 | 76.7K | 130,531 | — | ↗ |
| 2023-03-01 | Shams Aammaad | Officer | F-InKind | D | Class A Common Stock | 672 | 35.26 | 23.7K | 52,212 | — | ↗ |
| 2023-03-01 | McCarthy Daniel Joseph | Officer | F-InKind | D | Class A Common Stock | 2,457 | 35.26 | 86.6K | 212,020 | — | ↗ |
| 2023-03-01 | Johnson John Paul | Officer | A-Award | A | Class A Common Stock | 20,413 | 0.00 | — | 212,717 | — | ↗ |
| 2023-03-01 | Blackley Seth | Director / Officer | F-InKind | D | Class A Common Stock | 7,470 | 35.26 | 263.4K | 591,994 | — | ↗ |
| 2023-02-21 | Weinberg Jonathan | Officer | F-InKind | D | Class A Common Stock | 3,847 | 28.08 | 108.0K | 142,806 | — | ↗ |
| 2023-02-21 | Tutewohl Steve | Officer | F-InKind | D | Class A Common Stock | 4,774 | 28.08 | 134.1K | 115,696 | — | ↗ |
| 2023-02-21 | McCarthy Daniel Joseph | Officer | F-InKind | D | Class A Common Stock | 8,461 | 28.08 | 237.6K | 186,920 | — | ↗ |
| 2023-02-21 | Johnson John Paul | Officer | F-InKind | D | Class A Common Stock | 20,025 | 28.08 | 562.3K | 192,304 | — | ↗ |
| 2023-02-21 | Blackley Seth | Director / Officer | F-InKind | D | Class A Common Stock | 87,786 | 28.08 | 2.47M | 540,462 | — | ↗ |
| 2023-02-01 | WILLIAMS FRANK J | Director | M-Exempt | A | Class A Common Stock | 110,000 | 3.84 | 422.4K | 736,479 | — | ↗ |
| 2023-01-03 | WILLIAMS FRANK J | Director | S-Sale | D | Class A Common Stock | 3,292 | 28.18 | 92.8K | 626,479 | — | ↗ |
| 2022-12-01 | WILLIAMS FRANK J | Director | M-Exempt | A | Class A Common Stock | 110,000 | 3.84 | 422.4K | 736,479 | — | ↗ |
| 2022-11-21 | Blackley Seth | Officer | M-Exempt | A | Class A Common Stock | 75,000 | 3.84 | 288.0K | 497,037 | — | ↗ |
| 2022-11-01 | WILLIAMS FRANK J | Director | S-Sale | D | Class A Common Stock | 57,438 | 29.36 | 1.69M | 640,929 | — | ↗ |
| 2022-08-31 | Scott Cheryl | Director | S-Sale | D | Class A Common Stock | 3,100 | 36.76 | 114.0K | 51,104 | — | ↗ |
| 2022-08-24 | WILLIAMS FRANK J | Director | M-Exempt | D | Class A Common Stock Option (right to buy) | 50,000 | 13.95 | 697.5K | 177,273 | — | ↗ |
| 2022-08-23 | WILLIAMS FRANK J | Director | S-Sale | D | Class A Common Stock | 50,000 | 37.21 | 1.86M | 752,434 | — | ↗ |
| 2022-08-17 | Johnson John Paul | Officer | S-Sale | D | Class A Common Stock | 18,434 | 34.11 | 628.8K | 168,329 | — | ↗ |
| 2022-08-16 | DUFFY MARY BRIDGET | Director | S-Sale | D | Class A Common Stock | 7,500 | 33.13 | 248.5K | 50,450 | — | ↗ |
| 2022-08-12 | Weinberg Jonathan | Officer | S-Sale | D | Class A Common Stock | 14,335 | 34.96 | 501.2K | 135,103 | — | ↗ |
| 2022-08-01 | Shams Aammaad | Officer | A-Award | A | Class A Common Stock | 17,247 | 0.00 | — | 36,884 | — | ↗ |
| 2022-07-01 | Tutewohl Steve | Officer | F-InKind | D | Class A Common Stock | 2,251 | 31.12 | 70.1K | 106,170 | — | ↗ |
| 2022-06-09 | WILLIAMS FRANK J | Director | A-Award | A | Class A Common Stock | 5,564 | 0.00 | — | 756,434 | — | ↗ |
| 2022-06-09 | Sotunde Tunde | Director | A-Award | A | Class A Common Stock | 5,564 | 0.00 | — | 8,969 | — | ↗ |
| 2022-06-09 | Scott Cheryl | Director | A-Award | A | Class A Common Stock | 5,564 | 0.00 | — | 54,204 | — | ↗ |
| 2022-06-09 | KECK KIM | Director | A-Award | A | Class A Common Stock | 5,564 | 0.00 | — | 16,224 | — | ↗ |
| 2022-06-09 | Holder Diane | Director | A-Award | A | Class A Common Stock | 5,564 | 0.00 | — | 67,091 | — | ↗ |
| 2022-06-09 | GRUA PETER J | Director | A-Award | A | Class A Common Stock | 5,564 | 0.00 | — | 13,619 | — | ↗ |
| 2022-06-09 | Farner David | Director | A-Award | A | Class A Common Stock | 5,564 | 0.00 | — | 67,091 | — | ↗ |
| 2022-06-09 | DUFFY MARY BRIDGET | Director | A-Award | A | Class A Common Stock | 5,564 | 0.00 | — | 57,950 | — | ↗ |
| 2022-06-09 | Barbarosh Craig A. | Director | A-Award | A | Class A Common Stock | 5,564 | 0.00 | — | 17,198 | — | ↗ |
| 2022-03-03 | Tutewohl Steve | Officer | S-Sale | D | Class A Common Stock | 1,918 | 27.30 | 52.4K | 108,421 | — | ↗ |
| 2022-03-02 | Weinberg Jonathan | Officer | F-InKind | D | Class A Common Stock | 3,330 | 27.54 | 91.7K | 160,152 | — | ↗ |
| 2022-03-02 | WILLIAMS FRANK J | Director | M-Exempt | D | Leveraged Restricted Stock Unit | 382,489 | 0.00 | — | 0 | — | ↗ |
| 2022-03-02 | Tutewohl Steve | Officer | F-InKind | D | Class A Common Stock | 4,499 | 27.54 | 123.9K | 110,339 | — | ↗ |
| 2022-03-02 | Johnson John Paul | Officer | M-Exempt | D | Leveraged Restricted Stock Unit | 71,716 | 0.00 | — | 0 | — | ↗ |
| 2022-03-02 | Blackley Seth | Officer | M-Exempt | A | Class A Common Stock | 286,867 | 0.00 | — | 551,415 | — | ↗ |
| 2022-03-01 | Weinberg Jonathan | Officer | F-InKind | D | Class A Common Stock | 2,082 | 27.40 | 57.0K | 109,713 | — | ↗ |
| 2022-03-01 | Tutewohl Steve | Officer | F-InKind | D | Class A Common Stock | 4,005 | 27.40 | 109.7K | 114,838 | — | ↗ |
| 2022-03-01 | Shams Aammaad | Officer | F-InKind | D | Class A Common Stock | 1,613 | 27.40 | 44.2K | 19,637 | — | ↗ |
| 2022-03-01 | Johnson John Paul | Officer | F-InKind | D | Class A Common Stock | 4,510 | 27.40 | 123.6K | 156,411 | — | ↗ |
| 2022-03-01 | Blackley Seth | Director / Officer | F-InKind | D | Class A Common Stock | 5,285 | 27.40 | 144.8K | 264,548 | — | ↗ |
| 2022-02-17 | WILLIAMS FRANK J | Director | M-Exempt | D | Class A Common Stock Option (right to buy) | 10,000 | 3.84 | 38.4K | 599,060 | — | ↗ |
| 2022-02-03 | Tutewohl Steve | Officer | S-Sale | D | Class A Common Stock | 1,707 | 22.85 | 39.0K | 98,843 | — | ↗ |
| 2022-02-01 | Tutewohl Steve | Officer | S-Sale | D | Class A Common Stock | 6,313 | 23.47 | 148.2K | 100,550 | — | ↗ |
| 2022-01-18 | WILLIAMS FRANK J | Director | M-Exempt | A | Class A Common Stock | 10,000 | 3.84 | 38.4K | 587,809 | — | ↗ |
| 2021-12-31 | WILLIAMS FRANK J | Director | — | D | Class A Common Stock | 0 | 0.00 | — | 567,809 | — | ↗ |
| 2021-12-31 | Scott Cheryl | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-17 | WILLIAMS FRANK J | Director / Officer | M-Exempt | D | Class A Common Stock Option (right to buy) | 10,000 | 3.84 | 38.4K | 619,060 | — | ↗ |
| 2021-11-17 | WILLIAMS FRANK J | Director / Officer | M-Exempt | D | Class A Common Stock Option (right to buy) | 10,000 | 3.84 | 38.4K | 629,060 | — | ↗ |
| 2021-11-01 | Sotunde Tunde | Director | A-Award | A | Class A Common Stock | 3,405 | 0.00 | — | 3,405 | — | ↗ |
| 2021-10-28 | Sotunde Tunde | Director | — | D | No securities beneficially owned | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-10-18 | WILLIAMS FRANK J | Director / Officer | S-Sale | D | Class A Common Stock | 10,000 | 30.35 | 303.5K | 607,809 | — | ↗ |
| 2021-10-15 | Blackley Seth | Director / Officer | M-Exempt | A | Class A Common Stock | 150,000 | 3.84 | 576.0K | 354,842 | — | ↗ |
| 2021-09-29 | Weinberg Jonathan | Officer | M-Exempt | A | Class A Common Stock | 28,000 | 3.84 | 107.5K | 119,775 | — | ↗ |
| 2021-09-17 | WILLIAMS FRANK J | Director / Officer | M-Exempt | A | Class A Common Stock | 10,000 | 3.84 | 38.4K | 627,809 | — | ↗ |
| 2021-09-01 | Tutewohl Steve | Officer | S-Sale | D | Class A Common Stock | 13,553 | 25.05 | 339.5K | 100,550 | — | ↗ |
| 2021-08-17 | WILLIAMS FRANK J | Director / Officer | M-Exempt | D | Class A Common Stock Option (right to buy) | 10,000 | 3.84 | 38.4K | 659,060 | — | ↗ |
| 2021-08-10 | Weinberg Jonathan | Officer | M-Exempt | D | Class A Common Stock Option (right to buy) | 8,254 | 3.84 | 31.7K | 0 | — | ↗ |
| 2021-08-09 | Weinberg Jonathan | Officer | M-Exempt | D | Class A Common Stock Option (right to buy) | 15,277 | 3.84 | 58.7K | 8,254 | — | ↗ |
| 2021-08-06 | Weinberg Jonathan | Officer | M-Exempt | D | Class A Common Stock Option (right to buy) | 1,900 | 3.84 | 7.3K | 23,531 | — | ↗ |
| 2021-08-03 | WILLIAMS FRANK J | Director / Officer | M-Exempt | D | Class A Common Stock Option (right to buy) | 25,871 | 3.84 | 99.3K | 669,060 | — | ↗ |
| 2021-08-03 | Tutewohl Steve | Officer | S-Sale | D | Class A Common Stock | 13,801 | 23.02 | 317.7K | 114,103 | — | ↗ |
| 2021-08-02 | WILLIAMS FRANK J | Director / Officer | S-Sale | D | Class A Common Stock | 6,144 | 23.02 | 141.4K | 659,893 | — | ↗ |
| 2021-08-02 | Tutewohl Steve | Officer | M-Exempt | D | Class A Common Stock Option (right to buy) | 2,625 | 18.25 | 47.9K | 11,229 | — | ↗ |
| 2021-07-30 | WILLIAMS FRANK J | Director / Officer | M-Exempt | D | Class A Common Stock Option (right to buy) | 1,901 | 3.84 | 7.3K | 701,075 | — | ↗ |
| 2021-07-19 | WILLIAMS FRANK J | Director / Officer | M-Exempt | A | Class A Common Stock | 10,000 | 3.84 | 38.4K | 681,494 | — | ↗ |
| 2021-07-09 | WILLIAMS FRANK J | Director / Officer | M-Exempt | D | Class A Common Stock Option (right to buy) | 3,584 | 3.84 | 13.8K | 712,976 | — | ↗ |
| 2021-07-09 | Tutewohl Steve | Officer | M-Exempt | A | Class A Common Stock | 10,576 | 13.29 | 140.6K | 124,679 | — | ↗ |
| 2021-07-08 | Tutewohl Steve | Officer | S-Sale | D | Class A Common Stock | 200 | 22.00 | 4.4K | 114,103 | — | ↗ |
| 2021-07-01 | Tutewohl Steve | Officer | S-Sale | D | Class A Common Stock | 9,352 | 21.05 | 196.9K | 114,103 | — | ↗ |
| 2021-06-17 | WILLIAMS FRANK J | Director / Officer | M-Exempt | D | Class A Common Stock Option (right to buy) | 10,000 | 3.84 | 38.4K | 716,560 | — | ↗ |
| 2021-06-11 | Scott Cheryl | Director | S-Sale | D | Class A Common Stock | 6,405 | 19.39 | 124.2K | 48,640 | — | ↗ |
| 2021-06-10 | WILLIAMS FRANK J | Director / Officer | A-Award | A | Class A Common Stock | 7,785 | 0.00 | — | 658,294 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Seth Blackley Chief Executive Officer | 867.1K | 660.0K | 12.70M | — | — | 14.0K | 14.24M | 89.18% | ↗ |
| 2 | 2025 | Daniel McCarthy President | 650.3K | 495.0K | 8.47M | — | — | 11.9K | 9.62M | 87.97% | ↗ |
| 3 | 2025 | John Johnson Former Chief Financial Officer; Chief Strategy Officer | 541.9K | — | 4.82M | — | — | 13.7K | 5.37M | 89.65% | ↗ |
| 4 | 2025 | Jonathan Weinberg General Counsel | 460.4K | 263.0K | 1.90M | — | — | 14.0K | 2.64M | 72.07% | ↗ |
| 5 | 2025 | Emily Rafferty Former Chief Operating Officer; EVP, Customer Success | 454.3K | 277.2K | 1.66M | — | — | 13.8K | 2.40M | 69.01% | ↗ |
| 6 | 2024 | Seth Blackley Chief Executive Officer | 800.0K | — | 10.32M | — | — | 13.8K | 11.14M | 92.69% | ↗ |
| 7 | 2024 | Seth Blackley Chief Executive Officer | 800.0K | — | 10.32M | — | — | 13.8K | 11.14M | 92.69% | ↗ |
| 8 | 2024 | Daniel McCarthy President | 591.7K | — | 6.88M | — | — | 11.7K | 7.48M | 91.94% | ↗ |
| 9 | 2024 | Daniel McCarthy President | 591.7K | — | 6.88M | — | — | 11.7K | 7.48M | 91.94% | ↗ |
| 10 | 2024 | John Johnson Former Chief Financial Officer; Chief Strategy Officer | 500.0K | — | 4.30M | — | — | 13.3K | 4.81M | 89.34% | ↗ |
| 11 | 2024 | John Johnson Chief Financial Officer | 500.0K | — | 4.30M | — | — | 13.3K | 4.81M | 89.34% | ↗ |
| 12 | 2024 | Emily Rafferty Former Chief Operating Officer; EVP, Customer Success | 420.8K | 34.0K | 1.54M | — | — | 13.8K | 2.01M | 76.68% | ↗ |
| 13 | 2024 | Emily Rafferty Chief Operating Officer | 420.8K | 34.0K | 1.54M | — | — | 13.8K | 2.01M | 76.68% | ↗ |
| 14 | 2024 | Jonathan Weinberg General Counsel | 425.0K | — | 1.53M | — | — | 13.8K | 1.97M | 77.69% | ↗ |
| 15 | 2024 | Jonathan Weinberg General Counsel | 425.0K | — | 1.53M | — | — | 13.8K | 1.97M | 77.69% | ↗ |
| 16 | 2023 | Seth Blackley Chief Executive Officer | 783.3K | 1.20M | 6.93M | — | — | 13.2K | 8.93M | 77.65% | ↗ |
| 17 | 2023 | Seth Blackley Chief Executive Officer | 783.3K | 1.20M | 6.93M | — | — | 13.2K | 8.93M | 77.65% | ↗ |
| 18 | 2023 | Emily Rafferty Chief Operating Officer | 535.0K | 850.0K | 4.37M | — | — | 11.3K | 5.76M | 75.77% | ↗ |
| 19 | 2023 | Daniel McCarthy President | 535.0K | 850.0K | 4.37M | — | — | 11.3K | 5.76M | 75.77% | ↗ |
| 20 | 2023 | Daniel McCarthy President | 535.0K | 850.0K | 4.37M | — | — | 11.3K | 5.76M | 75.77% | ↗ |
| 21 | 2023 | John Johnson Chief Financial Officer | 493.3K | 625.0K | 2.40M | — | — | 13.1K | 3.53M | 67.95% | ↗ |
| 22 | 2023 | John Johnson Former Chief Financial Officer; Chief Strategy Officer | 493.3K | 625.0K | 2.40M | — | — | 13.1K | 3.53M | 67.95% | ↗ |
| 23 | 2023 | Steve Tutewohl Former Chief Operating Officer | 233.3K | 232.3K | 1.47M | — | — | 436.0K | 2.37M | 62.02% | ↗ |
| 24 | 2023 | Emily Rafferty Chief Operating Officer | 384.5K | 300.0K | 1.59M | — | — | 13.2K | 2.29M | 69.55% | ↗ |
| 25 | 2023 | Emily Rafferty Former Chief Operating Officer; EVP, Customer Success | 384.5K | 300.0K | 1.59M | — | — | 13.2K | 2.29M | 69.55% | ↗ |
| 26 | 2023 | Jonathan Weinberg General Counsel | 425.0K | 675.0K | 899.7K | — | — | 13.2K | 2.01M | 44.70% | ↗ |
| 27 | 2023 | Jonathan Weinberg General Counsel | 425.0K | 675.0K | 899.7K | — | — | 13.2K | 2.01M | 44.70% | ↗ |
| 28 | 2022 | Seth Blackley Chief Executive Officer | 683.3K | 1.09M | 5.94M | — | — | 12.2K | 7.73M | 76.84% | ↗ |
| 29 | 2022 | Daniel McCarthy President | 432.3K | 850.0K | 2.19M | — | — | 10.5K | 3.48M | 62.90% | ↗ |
| 30 | 2022 | Daniel McCarthy President | 432.3K | 850.0K | 2.19M | — | — | 10.5K | 3.48M | 62.90% | ↗ |
| 31 | 2022 | John Johnson Chief Financial Officer | 432.3K | 550.0K | 2.19M | — | — | 11.9K | 3.19M | 68.80% | ↗ |
| 32 | 2022 | Steve Tutewohl Former Chief Operating Officer | 395.8K | 350.0K | 1.10M | — | — | 12.2K | 1.85M | 59.11% | ↗ |
| 33 | 2022 | Steve Tutewohl Chief Operating Officer | 395.8K | 255.2K | 1.10M | — | — | 12.2K | 1.76M | 62.30% | ↗ |
| 34 | 2022 | Jonathan Weinberg General Counsel | 405.6K | 278.2K | 822.0K | — | — | 12.2K | 1.52M | 54.15% | ↗ |
| 35 | 2021 | Seth Blackley Chief Executive Officer | 600.0K | 1.13M | 4.79M | — | — | 11.6K | 6.53M | 73.39% | ↗ |
| 36 | 2021 | John Johnson Chief Financial Officer | 375.0K | 550.0K | 1.61M | — | — | 11.6K | 2.54M | 63.20% | ↗ |
| 37 | 2021 | Steve Tutewohl Chief Operating Officer | 375.0K | 702.8K | 874.4K | — | — | 11.6K | 1.96M | 44.53% | ↗ |
| 38 | 2021 | Jonathan Weinberg General Counsel | 390.0K | 317.5K | 705.5K | — | — | 11.6K | 1.42M | 49.52% | ↗ |
| 39 | 2021 | Aammaad Shams Corporate Controller | 232.2K | 100.3K | 293.1K | — | — | 9.3K | 634.9K | 46.17% | ↗ |
| 40 | 2020 | Seth Blackley Chief Executive Officer | 437.5K | 700.0K | 2.82M | — | — | 11.4K | 3.97M | 71.08% | ↗ |
| 41 | 2020 | Frank Williams Executive Chairman | 550.0K | 550.0K | 1.93M | — | — | 11.4K | 3.04M | 63.48% | ↗ |
| 42 | 2020 | John Johnson Chief Financial Officer | 350.0K | 400.0K | 727.2K | — | — | 11.4K | 1.49M | 48.85% | ↗ |
| 43 | 2020 | Steve Tutewohl Chief Operating Officer | 375.0K | 702.8K | 363.6K | — | — | 11.4K | 1.45M | 25.03% | ↗ |
| 44 | 2020 | Steve Tutewohl Chief Operating Officer | 375.0K | 702.8K | 363.6K | — | — | 11.4K | 1.45M | 25.03% | ↗ |
| 45 | 2020 | Jonathan Weinberg General Counsel | 351.7K | 150.0K | 363.6K | — | — | 11.4K | 876.7K | 41.48% | ↗ |
| 46 | 2020 | Aammaad Shams Corporate Controller | 207.9K | 100.0K | — | — | — | 8.3K | 316.2K | 0.00% | ↗ |
| 47 | 2020 | Aammaad Shams Corporate Controller | 207.9K | 100.0K | — | — | — | 8.3K | 316.2K | 0.00% | ↗ |
| 48 | 2019 | Frank Williams Executive Chairman | 600.0K | 300.0K | 3.20M | — | — | 3.0K | 4.10M | 77.99% | ↗ |
| 49 | 2019 | Frank Williams Chief Executive Officer | 600.0K | 300.0K | 3.20M | — | — | 3.0K | 4.10M | 77.99% | ↗ |
| 50 | 2019 | Seth Blackley President | 400.0K | 250.0K | 2.40M | — | — | 2.7K | 3.05M | 78.62% | ↗ |
| 51 | 2019 | Seth Blackley Chief Executive Officer | 400.0K | 250.0K | 2.40M | — | — | 2.7K | 3.05M | 78.62% | ↗ |
| 52 | 2019 | Thomas Peterson Chief Operating Officer | 375.0K | 300.0K | 1.10M | — | — | 2.5K | 1.78M | 61.88% | ↗ |
| 53 | 2019 | Nicholas McGrane Executive Vice President of Corporate Performance | 375.0K | 131.3K | 400.0K | 400.0K | — | 2.5K | 1.31M | 61.13% | ↗ |
| 54 | 2019 | Jonathan Weinberg General Counsel | 350.0K | 300.0K | 450.0K | — | — | 2.3K | 1.10M | 40.83% | ↗ |
| 55 | 2019 | John Johnson Chief Financial Officer | 300.0K | 150.0K | 600.0K | — | — | 1.7K | 1.05M | 57.05% | ↗ |
| 56 | 2019 | John Johnson Chief Financial Officer | 287.5K | 150.0K | 600.0K | — | — | 1.7K | 1.04M | 57.74% | ↗ |
| 57 | 2018 | Frank Williams Chief Executive Officer | 600.0K | — | 1.35M | 1.35M | — | 11.0K | 3.31M | 81.55% | ↗ |
| 58 | 2018 | Frank Williams (CEO) | 600.0K | — | 1.35M | 1.35M | — | 11.0K | 3.31M | 81.55% | ↗ |
| 59 | 2018 | Frank Williams Executive Chairman | 600.0K | — | 1.35M | 1.35M | — | 11.0K | 3.31M | 81.55% | ↗ |
| 60 | 2018 | Seth Blackley President | 400.0K | — | 1.20M | 600.0K | — | 11.0K | 2.21M | 81.41% | ↗ |
| 61 | 2018 | Seth Blackley Chief Executive Officer | 400.0K | — | 1.20M | — | — | 11.0K | 2.21M | 54.27% | ↗ |
| 62 | 2018 | Seth Blackley (President) | 400.0K | — | 1.20M | 600.0K | — | 11.0K | 2.21M | 81.41% | ↗ |
| 63 | 2018 | Thomas Peterson Chief Operating Officer | 375.0K | — | 350.0K | 350.0K | — | 11.0K | 1.09M | 64.46% | ↗ |
| 64 | 2018 | Thomas Peterson (COO) | 375.0K | — | 350.0K | 350.0K | — | 11.0K | 1.09M | 64.46% | ↗ |
| 65 | 2018 | Nicholas McGrane (CFO) | 375.0K | — | 312.5K | 312.5K | — | 7.7K | 1.01M | 62.02% | ↗ |
| 66 | 2018 | Nicholas McGrane Executive Vice President of Corporate Performance | 375.0K | — | 312.5K | 312.5K | — | 7.7K | 1.01M | 62.02% | ↗ |
| 67 | 2018 | Jonathan Weinberg General Counsel | 325.0K | — | 150.0K | — | — | 11.0K | 636.0K | 23.58% | ↗ |
| 68 | 2018 | Jonathan Weinberg General Counsel | 325.0K | — | 150.0K | 150.0K | — | 11.0K | 636.0K | 47.17% | ↗ |
| 69 | 2017 | Frank Williams (Chief Executive Officer) | 600.0K | 300.0K | 1.13M | 1.13M | — | 10.8K | 3.16M | 71.18% | ↗ |
| 70 | 2017 | Frank Williams Chief Executive Officer | 600.0K | 300.0K | 1.13M | — | — | 10.8K | 3.16M | 35.59% | ↗ |
| 71 | 2017 | Frank Williams (CEO) | 600.0K | 300.0K | 1.13M | 1.13M | — | 10.8K | 3.16M | 71.18% | ↗ |
| 72 | 2017 | Seth Blackley President | 400.0K | 200.0K | 750.0K | — | — | 10.8K | 2.11M | 35.53% | ↗ |
| 73 | 2017 | Seth Blackley (President) | 400.0K | 200.0K | 750.0K | 750.0K | — | 10.8K | 2.11M | 71.06% | ↗ |
| 74 | 2017 | Nicholas McGrane (CFO) | 375.0K | 131.3K | 312.5K | 312.5K | — | 10.8K | 1.14M | 54.73% | ↗ |
| 75 | 2017 | Nicholas McGrane Executive Vice President of Corporate Performance | 375.0K | 131.3K | 312.5K | — | — | 10.8K | 1.14M | 27.36% | ↗ |
| 76 | 2017 | Nicholas McGrane (CFO) | 375.0K | 131.3K | 312.5K | 312.5K | — | 10.8K | 1.14M | 54.73% | ↗ |
| 77 | 2017 | Thomas Peterson Chief Operating Officer | 375.0K | 131.3K | 250.0K | — | — | 10.8K | 1.02M | 24.58% | ↗ |
| 78 | 2017 | Thomas Peterson (COO) | 375.0K | 131.3K | 250.0K | 250.0K | — | 10.8K | 1.02M | 49.16% | ↗ |
| 79 | 2017 | Thomas Peterson (Chief Operating Officer) | 375.0K | 131.3K | 250.0K | 250.0K | — | 10.8K | 1.02M | 49.16% | ↗ |
| 80 | 2017 | Steve Wigginton (Former CEO, | 450.0K | 550.0K | — | — | — | 10.8K | 1.01M | 0.00% | ↗ |
| 81 | 2016 | Frank Williams (CEO) | 500.0K | 600.0K | 500.0K | — | — | 10.6K | 2.86M | 17.48% | ↗ |
| 82 | 2016 | Frank Williams (Chief Executive Officer) | 500.0K | 600.0K | 500.0K | 1.25M | — | 10.6K | 2.86M | 61.18% | ↗ |
| 83 | 2016 | Seth Blackley (President) | 325.0K | 400.0K | 325.0K | — | — | 10.6K | 1.87M | 17.35% | ↗ |
| 84 | 2016 | Steve Wigginton (Former CEO, | 355.0K | 500.0K | 65.0K | 65.0K | — | 10.6K | 995.6K | 13.06% | ↗ |
| 85 | 2016 | Valence Health) | 355.0K | 500.0K | 65.0K | 65.0K | — | 10.6K | 995.6K | 13.06% | ↗ |
| 86 | 2016 | Thomas Peterson (COO) | 300.0K | 135.0K | 225.0K | — | — | 10.6K | 895.6K | 25.12% | ↗ |
| 87 | 2016 | Thomas Peterson (Chief Operating Officer) | 300.0K | 135.0K | 225.0K | 225.0K | — | 10.6K | 895.6K | 50.25% | ↗ |
| 88 | 2015 | Frank Williams (Chief Executive Officer) | 435.0K | 400.0K | — | — | — | 10.6K | 2.76M | 0.00% | ↗ |
| 89 | 2015 | Seth Blackley (President) | 308.3K | 339.0K | — | — | — | 10.6K | 1.78M | 0.00% | ↗ |
| 90 | 2015 | Operating Officer) | 287.5K | 150.0K | — | 562.8K | — | 10.6K | 1.01M | 55.67% | ↗ |
| 91 | 2015 | Thomas Peterson (Chief Operating Officer) | 287.5K | 150.0K | — | 562.8K | — | 10.6K | 1.01M | 55.67% | ↗ |
| 92 | 2014 | Frank Williams (Chief Executive Officer) | 371.0K | 259.7K | — | 294.6K | — | 10.4K | 935.7K | 31.49% | ↗ |
| 93 | 2014 | Seth Blackley (President) | 291.5K | 195.0K | — | 196.4K | — | 10.4K | 693.3K | 28.33% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Dan McCarthy | President | 1M | male |
| Seth Barrie Blackley | Co-Founder, Chief Executive Officer & Director | 881.1K | male |
| Emily Rafferty | Executive Vice President of Customer Success | 745.3K | female |
| Jonathan David Weinberg | Chief Legal Officer, General Counsel & Secretary | 737.3K | male |
| John Paul Johnson | Chief Strategy Officer | 555.6K | male |
| Mario Marques Ramos | Chief Financial Officer | 513.3K | male |
| Katie DiPerna Cook | Chief Operating Officer | 468.6K | female |
| Aammaad Shams | Chief Accounting Officer | 341.8K | male |
| John Tam | Chief Growth Officer | — | — |
| Robert Cruz | Chief Technology Officer | — | male |
| Jessica White | Chief Information Officer | — | female |
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Community Opinion for EVH
Short-term intention
Target Price Distribution
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