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Evolent Health, Inc. (EVH)

USD5.87 -0.33 (-5.25%)
US NYSE Healthcare Medical - Healthcare Information Services
Address 800 North Glebe Road 22203
Arlington, VA, US
CEO Seth Barrie Blackley
IPO 2015-06-05
CIK 1628908 ISIN US30050B1017

Explore sections of this company profile

Description

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.

News Sentiment (7d)
59 Neutral

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD5.87 -0.33 (-5.25%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
0.83
Float Shares
104.18M
Free Float %
91.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-5.26% +8.20% +69.96% +50.00% -11.01% -1.00% -57.47% -88.76% -78.56% -63.06% -79.00%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (29 ratings, all time) Buy
Price Targets & DCF
Current price
5.87
Low 3.50 -40.3%
Consensus 6.38 +8.8%
Median 6.00 +2.3%
High 10.00 +70.5%
DCF (Levered) 11.48 +95.7%

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

Ratings Trend (MoM) 88% Bullish
Rating 2026-05 Change
Strong Buy 4 0
Buy 10 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
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%
Quality scores
Altman Z-Score
-0.50
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.84) × ERP
WACC = 33% × Ke + 67% × Kd (5.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 5.87
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 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
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-07 Needham Buy Buy Maintain
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-39.55M
OE per share TTM
-0.34
Owner's Yield
-8.28%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
8.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
48
Total invested
26.65M
Insider transactions (90d)
0
Beneficial owners (>5%)
31
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
48
-174 vs prev Q
New positions
12
Closed positions
177
Increased
24
Reduced
9
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 64 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
0.92
Neutral
Ratio by volume
3.00
Bullish
Buys
11
Sells
12
Shares acquired
3.63M
Shares disposed
123.7K
Cash buys
Cash sales
Net activity
+3,507,389
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-03 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

Top executives
EBIT / Employee
-106.0K
Shares Outstanding
114.02M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-24 DEFA14A
2026-04-24 DEF 14A
2025-04-25 DEFA14A
2025-04-25 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-04-24 DEFA14A
2026-04-24 DEF 14A
2026-04-24 ARS
2026-03-26 SC 13G/A
2026-03-04 4
2026-03-04 4
2026-03-04 4
2026-03-04 4

Executive team

NameTitleCompensationGender
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
ESG Rating
B+
MEDICAL - HEALTHCARE INFORMATION SERVICES
2025
E (Environmental)
77.7 / 63.0
Company / Sector avg.
S (Social)
72.4 / 69.8
Company / Sector avg.
G (Governance)
71.6 / 68.0
Company / Sector avg.
ESG Total
73.9 / 66.9
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2020-05-11 2020-05-29 Greg Gianforte MT00 Joint Sale (Full) $50,001 - $100,000
2018-06-07 2018-06-15 Greg Gianforte MT00 Joint Purchase $50,001 - $100,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits