Expensify, Inc. (EXFY)
San Francisco, CA, US
Expensify, Inc. provides a digital platform accessible via the cloud, specializing in expense management for clients across the United States and globally. The company's flagship product, also called Expensify, is a comprehensive tool that streamlines various financial operations. These capabilities include overseeing corporate credit cards, settling bills, generating invoices, processing incoming payments, and facilitating travel arrangements. Furthermore, it offers functionalities for individuals to monitor and submit their spending proposals. Expensify, Inc. caters to a diverse clientele, ranging from individual users and small-to-medium-sized businesses to major corporations and large enterprises. The company was founded in San Francisco, California, in 2008.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.80% | -12.16% | +23.87% | -20.80% | -30.99% | -36.01% | -57.25% | -83.51% | -97.65% | -97.65% | -97.65% |
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 | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 2 |
13.75
+666.0%
|
-
Revenue growth Software - Application: +13.0%+2.1% Q1'26: -5.8% (vs Q1'25)
-
EPS growth Software - Application: +28.6%-91.7% Q1'26: +28.0% (vs Q1'25)
-
FCF margin FCF growth · Software - Application: +45.3%-5.5% Q1'26: +0.0% (vs Q1'25)
-
EBIT margin Software - Application: +9.4%-11.5% Q1'26: -5.8% (vs Q1'25)
-
ROIC Software - Application: +7.5%-21.6% Q1'26: -13.6% (vs Q1'25)
-
Share dilution Software - Application: +0.0%+5.6% Q1'26: +2.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×-0.73× Q1'26: 3.30× (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 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 1 EPS Ana. |
Dec 2027 3 Rev. Ana. 1 EPS Ana. |
Dec 2028 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
142.84M
est: 142.62M (+0.2%)
|
169.50M
est: 171.22M (-1.0%)
|
150.69M
est: 138.53M (+8.8%)
|
139.24M
est: 141.54M (-1.6%)
|
142.10M
est: 142.40M (-0.2%)
|
135.36M
135.00M – 135.72M
-4.9% YoY
|
134.80M
125.07M – 150.99M
-0.4% YoY
|
130.95M
130.00M – 131.89M
-2.9% YoY
|
| EBITDA |
-5.06M
est: -4.00M (-26.3%)
|
-9.18M
est: -4.81M (-91.0%)
|
-27.99M
est: -3.39M (-725.9%)
|
5.99M
est: -3.46M (+273.1%)
|
-7.83M
est: -3.48M (-124.9%)
|
-3.31M
-3.32M – -3.30M
+4.9% YoY
|
-3.30M
-3.69M – -3.06M
+0.4% YoY
|
-3.20M
-3.23M – -3.18M
+2.9% YoY
|
| EBIT |
-10.25M
est: -9.22M (-11.2%)
|
-15.23M
est: -11.07M (-37.7%)
|
-33.15M
est: -15.75M (-110.5%)
|
-820.0K
est: -16.09M (+94.9%)
|
-16.29M
est: -16.19M (-0.6%)
|
-15.39M
-15.43M – -15.35M
+4.9% YoY
|
-15.33M
-17.17M – -14.22M
+0.4% YoY
|
-14.89M
-15.00M – -14.78M
+2.9% YoY
|
| Net Income |
-13.56M
est: 79.17M (-117.1%)
|
-27.01M
est: 24.29M (-211.2%)
|
-41.46M
est: -34.12M (-21.5%)
|
-10.06M
est: 22.31M (-145.1%)
|
-21.39M
est: 11.25M (-290.1%)
|
8.12M
7.60M – 8.65M
-27.8% YoY
|
6.46M
2.72M – 10.20M
-20.5% YoY
|
2.81M
2.63M – 2.99M
-56.5% YoY
|
| SGA |
88.41M
est: 78.10M (+13.2%)
|
108.37M
est: 93.76M (+15.6%)
|
93.58M
est: 75.68M (+23.7%)
|
51.18M
est: 77.32M (-33.8%)
|
68.86M
est: 77.79M (-11.5%)
|
73.94M
73.75M – 74.14M
-4.9% YoY
|
73.64M
68.32M – 82.49M
-0.4% YoY
|
71.53M
71.02M – 72.05M
-2.9% YoY
|
| EPS |
-0.17
est: 0.91 (-118.8%)
|
-0.33
est: 0.28 (-218.7%)
|
-0.50
est: -0.36 (-37.4%)
|
-0.12
est: 0.24 (-150.4%)
|
-0.23
est: 0.12 (-291.7%)
|
0.09
0.08 – 0.09
-27.8% YoY
|
0.07
0.03 – 0.11
-19.2% YoY
|
0.03
0.03 – 0.03
-57.1% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | B | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-06 | B | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-05 | B | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-04 | B | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-01 | B | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-30 | B | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-29 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-28 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-27 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-24 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-23 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-22 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-21 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-20 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-17 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-16 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 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 | OpenView General Partner IV, L.P. | 10.04M | 14.90% | 10.04M | — | 10.04M | — | PN | Delaware | 2022-02-09 | ↗ |
| 2 | OpenView Management, LLC | 10.04M | 14.90% | 10.04M | — | 10.04M | — | OO | Delaware | 2022-02-09 | ↗ |
| 3 | OpenView Venture Partners IV, L.P. | 9.73M | 14.40% | 9.73M | — | 9.73M | — | PN | Delaware | 2022-02-09 | ↗ |
| 4 | Unameit Trust under Declaration of Trust dated March 10, 2000 | 9.05M | 13.40% | 9.05M | — | 9.05M | — | OO | — | 2022-04-14 | ↗ |
| 5 | David Martirano | 7.14M | 10.50% | 7.14M | — | 7.14M | — | IN | United States | 2022-05-03 | ↗ |
| 6 | Barrett Trust LLC | 6.52M | 9.70% | — | 6.52M | — | — | OO | United States | 2022-02-09 | ↗ |
| 7 | David Barrett, individually and as trustee of the Barrett Family Trust, solely in such trust’s capac | 6.52M | 9.70% | — | 6.52M | — | — | IN, OO | United States | 2022-02-09 | ↗ |
| 8 | 415 Foundation | 6.52M | 9.70% | — | 6.52M | — | 6.52M | OO | Seychelles | 2022-02-04 | ↗ |
| 9 | Octopus Head, Inc. | 6.52M | 9.70% | — | 6.52M | — | 6.52M | CO | Seychelles | 2022-02-04 | ↗ |
| 10 | Witold Stankiewicz | 6.52M | 9.70% | — | 6.52M | — | 6.52M | IN | Seychelles | 2022-02-04 | ↗ |
| 11 | (1) BlackRock, Inc. | 4.23M | 6.10% | 4.15M | — | 4.23M | — | HC | Delaware | 2024-01-29 | ↗ |
| 12 | The Vanguard Group - 23-1945930 | 3.98M | 5.80% | — | — | — | 26.8K | IA | Pennsylvania | 2023-02-09 | ↗ |
| 13 | Steven J. McLaughlin | 3.54M | 5.19% | 3.54M | — | 3.54M | — | IN | Florida, United States | 2022-12-07 | ↗ |
| 14 | FBHR Associates, LLC | 2.11M | 3.10% | 2.11M | 2.11M | 2.11M | — | OO | — | 2022-07-27 | ↗ |
| 15 | Hillsven LLC | 2.11M | 3.10% | 2.11M | 2.11M | 2.11M | — | OO | — | 2022-07-27 | ↗ |
| 16 | James G.B. DeMartini III | 2.11M | 3.10% | 2.11M | 2.11M | 2.11M | — | IN | — | 2022-07-27 | ↗ |
| 17 | Unameit Trust under Declaration of Trust dated March 10, 2000 | 2.11M | 3.10% | 2.11M | 2.11M | 2.11M | — | OO | — | 2022-07-27 | ↗ |
| 18 | OpenView Affiliates Fund IV, L.P. | 318.0K | 0.50% | 318.0K | — | 318.0K | — | PN | Delaware | 2022-02-09 | ↗ |
| 19 | 2. | 10.00 | 0.00% | — | 33.8K | — | — | HC, OO | — | 2023-08-11 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 4.68M +132.1K (+2.9%) | 7.06M -1.3M (-16.0%) | 5.05% +0.127 pp | 0.00% +0.000 pp | USD13.70 -89.0% | 17 qtrs — |
| 2 | BLACKROCK, INC. | 4.07M -86.2K (-2.1%) | 6.15M -1.5M (-20.1%) | 4.40% -0.107 pp | 0.00% +0.000 pp | USD2.41 -37.3% | 6 qtrs — |
| 3 | ACADIAN ASSET MANAGEMENT LLC | 2.17M -101.5K (-4.5%) | 3.27M -925.0K (-22.0%) | 2.35% -0.117 pp | 0.01% -0.002 pp | USD2.81 -46.3% | 12 qtrs — |
| 4 | AMERIPRISE FINANCIAL INC | 1.85M +17.7K (+1.0%) | 2.80M -597.6K (-17.6%) | 2.00% +0.013 pp | 0.00% 0.000 pp | USD3.34 -54.8% | 11 qtrs — |
| 5 | CASTLEKNIGHT MANAGEMENT LP | 1.73M -431.2K (-20.0%) | 2.61M -1.4M (-34.7%) | 1.87% -0.473 pp | 0.06% -0.021 pp | USD2.40 -37.1% | 12 qtrs — |
| 6 | MARSHALL WACE, LLP | 1.44M +76.8K (+5.7%) | 2.17M -346.3K (-13.8%) | 1.55% +0.078 pp | 0.00% -0.001 pp | USD2.54 -40.6% | 7 qtrs — |
| 7 | PALOGIC VALUE MANAGEMENT, L.P. | 1.40M +470.1K (+50.4%) | 2.12M +392.6K (+22.7%) | 1.52% +0.505 pp | 0.88% +0.190 pp | USD1.94 -22.2% | 10 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.40M -6.6K (-0.5%) | 2.12M -488.6K (-18.8%) | 1.51% -0.012 pp | 0.00% +0.000 pp | USD6.14 -75.4% | 17 qtrs — |
| 9 | D. E. SHAW & CO., INC. | 1.35M -177.2K (-11.6%) | 2.04M -786.5K (-27.9%) | 1.46% -0.197 pp | 0.00% -0.001 pp | USD3.63 -58.4% | 16 qtrs — |
| 10 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 980.2K -100.8K (-9.3%) | 1.48M -519.7K (-26.0%) | 1.06% -0.113 pp | 0.00% -0.002 pp | USD3.03 -50.2% | 12 qtrs — |
| 11 | FORMULA GROWTH LTD | 900.0K -250.0K (-21.7%) | 1.36M -768.5K (-36.1%) | 0.97% -0.274 pp | 0.52% -0.233 pp | USD3.46 -56.4% | 12 qtrs — |
| 12 | STATE STREET CORP | 713.6K +40.4K (+6.0%) | 1.08M -167.8K (-13.5%) | 0.77% +0.041 pp | 0.00% +0.000 pp | USD3.86 -60.9% | 17 qtrs — |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 679.6K -24.3K (-3.4%) | 1.03M -275.9K (-21.2%) | 0.73% -0.029 pp | 0.00% 0.000 pp | USD3.95 -61.8% | 16 qtrs — |
| 14 | MORGAN STANLEY | 531.3K -130.0K (-19.7%) | 802.2K -421.2K (-34.4%) | 0.57% -0.143 pp | 0.00% +0.000 pp | USD4.68 -67.7% | 17 qtrs — |
| 15 | IEQ CAPITAL, LLC | 482.8K -28.8K (-5.6%) | 729.1K -217.4K (-23.0%) | 0.52% -0.033 pp | 0.00% -0.001 pp | USD16.36 -90.8% | 15 qtrs — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 448.3K -346.0 (-0.1%) | 677.0K -153.1K (-18.4%) | 0.48% -0.002 pp | 0.00% +0.000 pp | USD8.63 -82.5% | 17 qtrs — |
| 17 | NORTHERN TRUST CORP | 418.1K -32.9K (-7.3%) | 631.3K -202.9K (-24.3%) | 0.45% -0.037 pp | 0.00% +0.000 pp | USD4.17 -63.8% | 17 qtrs — |
| 18 | TWO SIGMA INVESTMENTS, LP | 370.7K +97.6K (+35.7%) | 559.8K +54.5K (+10.8%) | 0.40% +0.105 pp | 0.00% +0.000 pp | USD2.63 -42.6% | 11 qtrs — |
| 19 | GOLDMAN SACHS GROUP INC | 294.0K -30.6K (-9.4%) | 444.0K -156.5K (-26.1%) | 0.32% -0.034 pp | 0.00% +0.000 pp | USD3.09 -51.1% | 17 qtrs — |
| 20 | TWO SIGMA ADVISERS, LP | 264.4K +20.1K (+8.2%) | 399.2K -52.7K (-11.7%) | 0.29% +0.021 pp | 0.00% 0.000 pp | USD2.73 -44.7% | 11 qtrs — |
| 21 | QUBE RESEARCH & TECHNOLOGIES LTD | 264.1K -84.5K (-24.2%) | 398.7K -246.0K (-38.2%) | 0.29% -0.092 pp | 0.00% 0.000 pp | USD2.52 -40.1% | 6 qtrs — |
| 22 | BANK OF NEW YORK MELLON CORP | 233.6K +63.4K (+37.2%) | 352.7K +37.8K (+12.0%) | 0.25% +0.068 pp | 0.00% +0.000 pp | USD2.46 -38.6% | 5 qtrs — |
| 23 | XTX TOPCO LTD | 191.4K +10.2K (+5.6%) | 289.0K -46.3K (-13.8%) | 0.21% +0.010 pp | 0.01% -0.010 pp | USD2.07 -27.1% | 8 qtrs — |
| 24 | EXCHANGE TRADED CONCEPTS, LLC | 173.7K -103.6K (-37.4%) | 262.3K -250.8K (-48.9%) | 0.19% -0.113 pp | 0.00% -0.002 pp | USD3.25 -53.5% | 5 qtrs — |
| 25 | AQR CAPITAL MANAGEMENT LLC | 160.8K -95.1K (-37.2%) | 242.8K -230.6K (-48.7%) | 0.17% -0.104 pp | 0.00% 0.000 pp | USD1.85 -18.4% | 2 qtrs — |
| 26 | MACKENZIE FINANCIAL CORP | 160.2K +160.2K (+100.0%) | 239.9K +239.9K (+100.0%) | 0.17% +0.173 pp | 0.00% +0.000 pp | USD1.51 +0.0% | 1 qtrs NEW |
| 27 | DIMENSIONAL FUND ADVISORS LP | 147.1K -150.8K (-50.6%) | 222.0K -329.6K (-59.7%) | 0.16% -0.164 pp | 0.00% 0.000 pp | USD2.82 -46.5% | 5 qtrs — |
| 28 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 144.3K +— (+0.0%) | 217.9K -49.1K (-18.4%) | 0.16% -0.001 pp | 0.00% -0.001 pp | USD2.15 -29.8% | 9 qtrs — |
| 29 | BARCLAYS PLC | 134.7K +74.8K (+125.1%) | 203.4K +86.1K (+73.4%) | 0.15% +0.081 pp | 0.00% +0.000 pp | USD2.38 -36.6% | 12 qtrs — |
| 30 | AMERICAN CENTURY COMPANIES INC | 121.4K +— (+0.0%) | 183.4K -41.3K (-18.4%) | 0.13% 0.000 pp | 0.00% +0.000 pp | USD2.67 -43.4% | 6 qtrs — |
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 108.1K +23.9K (+28.3%) | 163.3K +7.4K (+4.7%) | 0.12% +0.026 pp | 0.00% +0.000 pp | USD2.83 -46.6% | 14 qtrs — |
| 32 | WEALTHSPIRE ADVISORS, LLC | 106.2K +40.0K (+60.4%) | 160.4K +37.9K (+30.9%) | 0.11% +0.043 pp | 0.00% +0.001 pp | USD1.94 -22.2% | 9 qtrs — |
| 33 | BANK OF AMERICA CORP /DE/ | 94.8K -11.1K (-10.5%) | 143.1K -52.8K (-26.9%) | 0.10% -0.012 pp | 0.00% +0.000 pp | USD3.25 -53.5% | 17 qtrs — |
| 34 | UBS GROUP AG | 92.1K +25.9K (+39.1%) | 139.1K +16.6K (+13.5%) | 0.10% +0.028 pp | 0.00% +0.000 pp | USD2.69 -43.9% | 16 qtrs — |
| 35 | HSBC HOLDINGS PLC | 84.3K +20.5K (+32.0%) | 126.9K +7.5K (+6.3%) | 0.09% +0.022 pp | 0.00% +0.000 pp | USD3.63 -58.4% | 12 qtrs — |
| 36 | NUVEEN, LLC | 77.7K +— (+0.0%) | 117.3K -26.4K (-18.4%) | 0.08% 0.000 pp | 0.00% +0.000 pp | USD2.59 -41.7% | 3 qtrs — |
| 37 | WELLS FARGO & COMPANY/MN | 70.0K +26.2K (+59.9%) | 105.8K +24.7K (+30.5%) | 0.08% +0.028 pp | 0.00% +0.000 pp | USD2.22 -32.0% | 17 qtrs — |
| 38 | JPMORGAN CHASE & CO | 59.4K -41.1K (-40.9%) | 89.6K -96.3K (-51.8%) | 0.06% -0.045 pp | 0.00% +0.000 pp | USD3.84 -60.7% | 17 qtrs — |
| 39 | CITIGROUP INC | 57.8K +56.2K (+3,332.9%) | 87.3K +84.2K (+2,702.2%) | 0.06% +0.061 pp | 0.00% +0.000 pp | USD1.53 -1.3% | 15 qtrs — |
| 40 | COLDSTREAM CAPITAL MANAGEMENT INC | 55.8K +5.4K (+10.8%) | 84.2K -8.9K (-9.6%) | 0.06% +0.006 pp | 0.00% 0.000 pp | USD1.82 -17.0% | 4 qtrs — |
| 41 | VONTOBEL HOLDING LTD. | 54.1K -808.0 (-1.5%) | 81.7K -19.9K (-19.6%) | 0.06% -0.001 pp | 0.00% +0.000 pp | USD2.98 -49.3% | 4 qtrs — |
| 42 | CITADEL ADVISORS LLC | 48.2K -148.4K (-75.5%) | 72.8K -291.0K (-80.0%) | 0.05% -0.161 pp | 0.00% +0.000 pp | USD3.35 -54.9% | 17 qtrs — |
| 43 | DEUTSCHE BANK AG\ | 47.4K -53.3K (-52.9%) | 71.5K -114.7K (-61.6%) | 0.05% -0.058 pp | 0.00% +0.000 pp | USD1.85 -18.4% | 2 qtrs — |
| 44 | HRT FINANCIAL LP | 45.1K +45.1K (+100.0%) | 68.0K +68.0K (+100.0%) | 0.05% +0.049 pp | 0.00% +0.000 pp | USD1.51 +0.0% | 1 qtrs NEW |
| 45 | RHUMBLINE ADVISERS | 42.8K -12.9K (-23.1%) | 64.6K -38.4K (-37.3%) | 0.05% -0.014 pp | 0.00% +0.000 pp | USD2.59 -41.7% | 3 qtrs — |
| 46 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 42.3K -69.1K (-62.0%) | 64.0K -142.0K (-68.9%) | 0.05% -0.075 pp | 0.01% -0.020 pp | USD2.44 -38.1% | 7 qtrs — |
| 47 | NEW YORK STATE COMMON RETIREMENT FUND | 40.5K +— (+0.0%) | 61.2K -13.8K (-18.4%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD2.59 -41.7% | 3 qtrs — |
| 48 | PRELUDE CAPITAL MANAGEMENT, LLC | 36.4K +— (+0.0%) | 55.0K -12.4K (-18.4%) | 0.04% 0.000 pp | 0.00% -0.001 pp | USD2.29 -34.1% | 3 qtrs — |
| 49 | WILLIAMS & NOVAK, LLC | 34.9K +4.4K (+14.4%) | 52.8K -3.7K (-6.6%) | 0.04% +0.005 pp | 0.04% -0.004 pp | USD1.81 -16.6% | 2 qtrs — |
| 50 | — | 33.0K +33.0K (+100.0%) | 49.8K +49.8K (+100.0%) | 0.04% +0.036 pp | 0.00% +0.005 pp | USD1.51 +0.0% | 1 qtrs NEW |
| 51 | PRENTISS SMITH & CO INC | 32.5K +32.5K (+100.0%) | 49.1K +49.1K (+100.0%) | 0.04% +0.035 pp | 0.03% +0.029 pp | USD1.51 +0.0% | 1 qtrs NEW |
| 52 | INVESCO LTD. | 32.0K -6.9K (-17.6%) | 48.4K -23.6K (-32.8%) | 0.03% -0.008 pp | 0.00% +0.000 pp | USD2.57 -41.2% | 3 qtrs — |
| 53 | BALYASNY ASSET MANAGEMENT L.P. | 31.6K +17.6K (+126.1%) | 47.7K +21.9K (+84.6%) | 0.03% +0.019 pp | 0.00% +0.000 pp | USD1.66 -9.0% | 7 qtrs — |
| 54 | PRICE T ROWE ASSOCIATES INC /MD/ | 30.1K +— (+0.0%) | 46.0K -10.0K (-17.9%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD2.59 -41.7% | 3 qtrs — |
| 55 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 28.5K +880.0 (+3.2%) | 43.1K -8.1K (-15.8%) | 0.03% +0.001 pp | 0.00% +0.000 pp | USD2.56 -41.0% | 3 qtrs — |
| 56 | HIGHTOWER ADVISORS, LLC | 27.4K +— (+0.0%) | 41.4K -9.3K (-18.4%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD1.56 -3.2% | 7 qtrs — |
| 57 | INTECH INVESTMENT MANAGEMENT LLC | 27.0K -3.5K (-11.4%) | 40.8K -15.6K (-27.7%) | 0.03% -0.004 pp | 0.00% 0.000 pp | USD2.55 -40.8% | 3 qtrs — |
| 58 | ROYCE & ASSOCIATES LP | 25.5K -4.6K (-15.4%) | 38.5K -17.2K (-30.9%) | 0.03% -0.005 pp | 0.00% 0.000 pp | USD2.34 -35.5% | 3 qtrs — |
| 59 | GSA CAPITAL PARTNERS LLP | 22.6K -288.1K (-92.7%) | 34.0K -541.0K (-94.1%) | 0.02% -0.312 pp | 0.00% -0.045 pp | USD2.90 -47.9% | 6 qtrs — |
| 60 | QUADRATURE CAPITAL LTD | 22.1K -1.9K (-8.1%) | 33.4K -11.3K (-25.2%) | 0.02% -0.002 pp | 0.00% 0.000 pp | USD1.85 -18.4% | 10 qtrs — |
| 61 | GLOBEFLEX CAPITAL L P | 21.8K +— (+0.0%) | 32.9K -7.4K (-18.4%) | 0.02% 0.000 pp | 0.01% -0.001 pp | USD2.59 -41.7% | 3 qtrs — |
| 62 | FMR LLC | 20.3K +17.5K (+616.0%) | 30.7K +25.4K (+484.4%) | 0.02% +0.019 pp | 0.00% +0.000 pp | USD1.64 -7.9% | 17 qtrs — |
| 63 | SAND HILL GLOBAL ADVISORS, LLC | 20.3K +— (+0.0%) | 30.7K -6.9K (-18.4%) | 0.02% 0.000 pp | 0.00% 0.000 pp | USD17.79 -91.5% | 15 qtrs — |
| 64 | BNP PARIBAS ARBITRAGE, SNC | 19.7K -123.4K (-86.2%) | 29.8K -235.1K (-88.7%) | 0.02% -0.134 pp | 0.00% 0.000 pp | USD3.35 -54.9% | 5 qtrs — |
| 65 | JANE STREET GROUP, LLC | 18.8K -22.0K (-53.9%) | 28.4K -47.2K (-62.4%) | 0.02% -0.024 pp | 0.00% +0.000 pp | USD1.85 -18.4% | 13 qtrs — |
| 66 | SG AMERICAS SECURITIES, LLC | 17.8K +17.8K (+100.0%) | 27.0K +27.0K (+100.0%) | 0.02% +0.019 pp | 0.00% +0.000 pp | USD1.51 +0.0% | 5 qtrs — |
| 67 | FRANKLIN RESOURCES INC | 17.3K -1.1K (-6.1%) | 26.1K -8.0K (-23.4%) | 0.02% -0.001 pp | 0.00% +0.000 pp | USD1.85 -18.4% | 2 qtrs — |
| 68 | ABEL HALL, LLC | 16.2K +16.2K (+100.0%) | 24.5K +24.5K (+100.0%) | 0.02% +0.018 pp | 0.01% +0.006 pp | USD1.51 +0.0% | 1 qtrs NEW |
| 69 | JACOBS LEVY EQUITY MANAGEMENT, INC | 15.6K +15.6K (+100.0%) | 23.6K +23.6K (+100.0%) | 0.02% +0.017 pp | 0.00% +0.000 pp | USD1.51 +0.0% | 1 qtrs NEW |
| 70 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 15.6K +15.6K (+100.0%) | 23.5K +23.5K (+100.0%) | 0.02% +0.017 pp | 0.00% +0.000 pp | USD1.51 +0.0% | 1 qtrs NEW |
| 71 | MARINER, LLC | 15.5K +334.0 (+2.2%) | 23.4K -4.7K (-16.6%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD2.81 -46.3% | 5 qtrs — |
| 72 | GRAHAM CAPITAL MANAGEMENT, L.P. | 15.2K +15.2K (+100.0%) | 22.9K +22.9K (+100.0%) | 0.02% +0.016 pp | 0.00% +0.001 pp | USD1.51 +0.0% | 1 qtrs NEW |
| 73 | SIMPLEX TRADING, LLC | 13.2K +13.2K (+100.0%) | 20.0K +20.0K (+100.0%) | 0.01% +0.014 pp | 0.00% +0.000 pp | USD1.51 +0.0% | 8 qtrs — |
| 74 | GROUP ONE TRADING, L.P. | 12.9K +6.9K (+113.5%) | 19.5K +8.3K (+74.3%) | 0.01% +0.007 pp | 0.00% +0.000 pp | USD2.09 -27.8% | 6 qtrs — |
| 75 | VOYA INVESTMENT MANAGEMENT LLC | 12.5K +— (+0.0%) | 18.9K -4.3K (-18.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD2.59 -41.7% | 3 qtrs — |
| 76 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 12.4K +— (+0.0%) | 18.8K -4.2K (-18.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD2.59 -41.7% | 3 qtrs — |
| 77 | PROSHARE ADVISORS LLC | 10.9K +698.0 (+6.8%) | 16.5K -2.4K (-12.8%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD2.52 -40.1% | 3 qtrs — |
| 78 | ALLIANCEBERNSTEIN L.P. | 10.2K +— (+0.0%) | 15.4K -3.5K (-18.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD2.59 -41.7% | 3 qtrs — |
| 79 | MUTUAL ADVISORS, LLC | 10.0K +— (+0.0%) | 15.1K -1.7K (-10.1%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD1.96 -23.0% | 6 qtrs — |
| 80 | CWM, LLC | 10.0K -9.6K (-48.9%) | 15.0K -21.0K (-58.3%) | 0.01% -0.010 pp | 0.00% 0.000 pp | USD1.85 -18.4% | 2 qtrs — |
| 81 | ADVISOR GROUP HOLDINGS, INC. | 9.6K +— (+0.0%) | 14.5K -4.0K (-21.8%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD9.86 -84.7% | 17 qtrs — |
| 82 | RUSSELL INVESTMENTS GROUP, LTD. | 9.0K +4.0K (+80.7%) | 13.5K +4.4K (+47.5%) | 0.01% +0.004 pp | 0.00% +0.000 pp | USD1.70 -11.2% | 2 qtrs — |
| 83 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 8.6K +8.6K (+100.0%) | 13.0K +13.0K (+100.0%) | 0.01% +0.009 pp | 0.00% +0.000 pp | USD1.51 +0.0% | 1 qtrs NEW |
| 84 | TOWER RESEARCH CAPITAL LLC (TRC) | 6.8K +81.0 (+1.2%) | 10.3K -2.2K (-17.4%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD2.62 -42.4% | 16 qtrs — |
| 85 | AMERITAS INVESTMENT PARTNERS, INC. | 6.1K +— (+0.0%) | 9.2K -2.1K (-18.4%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD2.59 -41.7% | 3 qtrs — |
| 86 | LEGAL & GENERAL GROUP PLC | 6.1K +— (+0.0%) | 9.2K -2.1K (-18.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD2.59 -41.7% | 3 qtrs — |
| 87 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 3.7K -58.0 (-1.6%) | 5.6K -1.4K (-19.6%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD2.59 -41.7% | 3 qtrs — |
| 88 | STERLING CAPITAL MANAGEMENT LLC | 2.1K +131.0 (+6.6%) | 3.2K -479.0 (-13.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.12 -28.8% | 3 qtrs — |
| 89 | JONES FINANCIAL COMPANIES LLLP | 2.0K +— (+0.0%) | 3.0K -880.0 (-22.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.35 -54.9% | 5 qtrs — |
| 90 | ROYAL BANK OF CANADA | 1.9K +1.3K (+223.5%) | 3.0K +2.0K (+200.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD1.84 -17.9% | 3 qtrs — |
| 91 | AMALGAMATED BANK | 1.9K -163.0 (-8.0%) | 3.0K -1.0K (-25.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD2.59 -41.7% | 3 qtrs — |
| 92 | COVESTOR LTD | 1.6K +6.0 (+0.4%) | 2.0K -1.0K (-33.3%) | 0.00% +0.000 pp | 0.00% -0.001 pp | USD1.85 -18.4% | 2 qtrs — |
| 93 | SBI SECURITIES CO., LTD. | 664.00 +67.0 (+11.2%) | 1.0K -101.0 (-9.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.02 -50.0% | 5 qtrs — |
| 94 | EVERSOURCE WEALTH ADVISORS, LLC | 513.00 -175.0 (-25.4%) | 775.00 -498.0 (-39.1%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD1.85 -18.4% | 2 qtrs — |
| 95 | MAI CAPITAL MANAGEMENT | 500.00 +500.0 (+100.0%) | 755.00 +755.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD1.51 +0.0% | 1 qtrs NEW |
| 96 | TRUE WEALTH DESIGN, LLC | 253.00 +218.0 (+622.9%) | 383.00 +318.0 (+489.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.55 -2.6% | 2 qtrs — |
| 97 | PNC FINANCIAL SERVICES GROUP, INC. | 201.00 +200.0 (+20,000.0%) | 304.00 +302.0 (+15,100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.51 +0.0% | 2 qtrs — |
| 98 | ALLWORTH FINANCIAL LP | 163.00 +71.0 (+77.2%) | 247.00 +76.0 (+44.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.70 -11.2% | 2 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.03% | 444.6K | 0.60% |
| 2 | WisdomTree U.S. SmallCap Fund EES | 0.02% | 130.4K | 0.38% |
| 3 | Vanguard Russell 2000 Growth ETF VTWG | 0.00% | 36.2K | 0.06% |
| 4 | Schwab U.S. Small-Cap ETF SCHA | 0.00% | 491.4K | 0.03% |
| 5 | Vanguard Russell 2000 ETF VTWO | 0.00% | 351.9K | 0.06% |
| 6 | Vanguard Russell 2000 Value ETF VTWV | 0.00% | 26.0K | 0.06% |
| 7 | Vanguard Information Technology ETF VGT | 0.00% | 1.70M | 0.09% |
| 8 | Vanguard Extended Market ETF VXF | 0.00% | 727.5K | 0.05% |
| 9 | Schwab U.S. Broad Market ETF SCHB | 0.00% | 216.7K | 0.03% |
| 10 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 11.3K | 0.17% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | Alvarez Divo Carlos Eduardo | Director | S-Sale | D | Class A Common Stock | 30,728 | 1.01 | 31.0K | 254,780 | D | ↗ |
| 2026-03-11 | McLaughlin Steven J. | 10% Owner | P-Purchase | A | Class A Common Stock | 500,000 | 0.84 | 420.0K | 12,203,393 | I | ↗ |
| 2026-03-09 | McLaughlin Steven J. | 10% Owner | P-Purchase | A | Class A Common Stock | 455,911 | 0.95 | 432.7K | 11,703,393 | I | ↗ |
| 2026-03-06 | McLaughlin Steven J. | 10% Owner | P-Purchase | A | Class A Common Stock | 480,389 | 0.96 | 461.7K | 11,247,482 | I | ↗ |
| 2026-03-04 | McLaughlin Steven J. | 10% Owner | P-Purchase | A | Class A Common Stock | 327,144 | 1.02 | 335.0K | 10,767,093 | I | ↗ |
| 2026-03-03 | McLaughlin Steven J. | 10% Owner | P-Purchase | A | Class A Common Stock | 500,000 | 0.97 | 485.0K | 10,439,949 | I | ↗ |
| 2026-03-02 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 30,000 | 0.90 | 27.0K | 1,288,480 | I | ↗ |
| 2026-02-02 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 30,000 | 1.45 | 43.5K | 1,318,480 | I | ↗ |
| 2026-01-05 | Liu Ying | Director | A-Award | A | Class A Common Stock | 3,386 | 0.00 | — | 174,093 | D | ↗ |
| 2026-01-05 | Alvarez Divo Carlos Eduardo | Director | J-Other | A | LT10 Common Stock | 5,312 | 0.00 | — | 217,759 | I | ↗ |
| 2026-01-04 | Alvarez Divo Carlos Eduardo | Director | J-Other | D | Class A Common Stock | 7,839 | 0.00 | — | 290,820 | D | ↗ |
| 2026-01-02 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 30,000 | 1.50 | 45.0K | 1,348,480 | I | ↗ |
| 2025-12-31 | Alvarez Divo Carlos Eduardo | Director | J-Other | D | Class A Common Stock | 20,441 | 0.00 | — | 298,659 | D | ↗ |
| 2025-12-30 | Vidal Daniel | Director | S-Sale | D | Class A Common Stock | 2,825 | 1.52 | 4.3K | 366,049 | D | ↗ |
| 2025-12-30 | Schaffer Ryan | Director / Officer | S-Sale | D | Class A Common Stock | 3,923 | 1.52 | 6.0K | 203,936 | D | ↗ |
| 2025-12-30 | Mills Jason Fahr | Director | S-Sale | D | Class A Common Stock | 3,821 | 1.52 | 5.8K | 486,962 | D | ↗ |
| 2025-12-30 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 14,463 | 1.52 | 22.0K | 212,567 | D | ↗ |
| 2025-12-30 | Alvarez Divo Carlos Eduardo | Director | S-Sale | D | Class A Common Stock | 2,468 | 1.52 | 3.8K | 325,604 | D | ↗ |
| 2025-12-29 | Alvarez Divo Carlos Eduardo | Director | — | — | Stock Option | 16,380 | 7.21 | 118.1K | 0 | D | ↗ |
| 2025-12-17 | Vidal Daniel | Director | S-Sale | D | Class A Common Stock | 4,837 | 1.55 | 7.5K | 366,049 | D | ↗ |
| 2025-12-17 | Schaffer Ryan | Director / Officer | S-Sale | D | Class A Common Stock | 2,632 | 1.55 | 4.1K | 203,936 | D | ↗ |
| 2025-12-17 | Muralidharan Anuradha | Director / Officer | S-Sale | D | Class A Common Stock | 523 | 1.55 | 810.65 | 77,770 | D | ↗ |
| 2025-12-17 | Mills Jason Fahr | Director | S-Sale | D | Class A Common Stock | 5,853 | 1.55 | 9.1K | 486,962 | D | ↗ |
| 2025-12-17 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 2,544 | 1.55 | 3.9K | 212,567 | D | ↗ |
| 2025-12-15 | Vidal Daniel | Director | A-Award | A | Class A Common Stock | 36,318 | 1.65 | 59.9K | 354,175 | D | ↗ |
| 2025-12-15 | Schaffer Ryan | Director / Officer | A-Award | A | Class A Common Stock | 13,555 | 1.65 | 22.4K | 199,492 | D | ↗ |
| 2025-12-15 | Muralidharan Anuradha | Director / Officer | A-Award | A | Class A Common Stock | 18,571 | 1.65 | 30.6K | 77,046 | D | ↗ |
| 2025-12-15 | Mills Jason Fahr | Director | A-Award | A | Class A Common Stock | 43,115 | 1.65 | 71.1K | 469,688 | D | ↗ |
| 2025-12-15 | Barrett David Michael | Director / Officer | A-Award | A | Class A Common Stock | 6,712 | 0.00 | — | 215,111 | D | ↗ |
| 2025-12-01 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 30,000 | 1.52 | 45.6K | 1,378,480 | I | ↗ |
| 2025-11-11 | Christen Timothy L | Director | P-Purchase | A | Class A Common Stock | 40,000 | 1.43 | 57.2K | 289,754 | D | ↗ |
| 2025-11-03 | Vidal Daniel | Director | S-Sale | D | Class A Common Stock | 9,000 | 1.60 | 14.4K | 317,857 | D | ↗ |
| 2025-11-03 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 30,000 | 1.60 | 48.0K | 1,408,480 | I | ↗ |
| 2025-10-05 | Liu Ying | Director | A-Award | A | Class A Common Stock | 2,500 | 0.00 | — | 170,707 | D | ↗ |
| 2025-10-01 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 30,000 | 1.79 | 53.7K | 1,438,480 | I | ↗ |
| 2025-09-19 | Muralidharan Anuradha | Director / Officer | S-Sale | D | Class A Common Stock | 14,961 | 1.94 | 29.0K | 58,475 | D | ↗ |
| 2025-09-18 | Vidal Daniel | Director | S-Sale | D | Class A Common Stock | 1,532 | 1.95 | 3.0K | 326,857 | D | ↗ |
| 2025-09-18 | Schaffer Ryan | Director / Officer | S-Sale | D | Class A Common Stock | 2,732 | 1.95 | 5.3K | 185,937 | D | ↗ |
| 2025-09-18 | Muralidharan Anuradha | Director / Officer | S-Sale | D | Class A Common Stock | 2,486 | 1.95 | 4.8K | 73,436 | D | ↗ |
| 2025-09-18 | Mills Jason Fahr | Director | S-Sale | D | Class A Common Stock | 1,812 | 1.95 | 3.5K | 426,573 | D | ↗ |
| 2025-09-18 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 10,262 | 1.95 | 20.0K | 208,399 | D | ↗ |
| 2025-09-16 | Vidal Daniel | Director | S-Sale | D | Class A Common Stock | 4,009 | 1.90 | 7.6K | 328,389 | D | ↗ |
| 2025-09-16 | Schaffer Ryan | Director / Officer | S-Sale | D | Class A Common Stock | 2,204 | 1.90 | 4.2K | 188,669 | D | ↗ |
| 2025-09-16 | Muralidharan Anuradha | Director / Officer | S-Sale | D | Class A Common Stock | 409 | 1.90 | 777.10 | 75,922 | D | ↗ |
| 2025-09-16 | Mills Jason Fahr | Director | S-Sale | D | Class A Common Stock | 4,921 | 1.90 | 9.3K | 428,385 | D | ↗ |
| 2025-09-16 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 2,396 | 1.90 | 4.6K | 218,661 | D | ↗ |
| 2025-09-15 | Vidal Daniel | Director | M-Exempt | D | Restricted Stock Units | 2,825 | 0.00 | — | 45,205 | D | ↗ |
| 2025-09-15 | Schaffer Ryan | Director / Officer | A-Award | A | Class A Common Stock | 6,098 | 0.00 | — | 186,951 | D | ↗ |
| 2025-09-15 | Muralidharan Anuradha | Director / Officer | M-Exempt | A | LT50 Common Stock | 3,168 | 0.00 | — | 140,545 | I | ↗ |
| 2025-09-15 | Mills Jason Fahr | Director | M-Exempt | D | Restricted Stock Units | 3,821 | 0.00 | — | 61,140 | D | ↗ |
| 2025-09-15 | Barrett David Michael | Director / Officer | A-Award | A | Class A Common Stock | 6,507 | 0.00 | — | 206,594 | D | ↗ |
| 2025-09-02 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 30,000 | 1.92 | 57.6K | 1,468,480 | I | ↗ |
| 2025-08-27 | Muralidharan Anuradha | Director / Officer | S-Sale | D | Class A Common Stock | 25,245 | 1.94 | 49.0K | 61,041 | D | ↗ |
| 2025-08-20 | Vidal Daniel | Director | S-Sale | D | Class A Common Stock | 1,050 | 1.72 | 1.8K | 289,474 | D | ↗ |
| 2025-08-20 | Schaffer Ryan | Director / Officer | S-Sale | D | Class A Common Stock | 1,203 | 1.72 | 2.1K | 174,104 | D | ↗ |
| 2025-08-20 | Muralidharan Anuradha | Director / Officer | S-Sale | D | Class A Common Stock | 1,558 | 1.72 | 2.7K | 86,286 | D | ↗ |
| 2025-08-20 | Mills Jason Fahr | Director | S-Sale | D | Class A Common Stock | 1,387 | 1.72 | 2.4K | 368,401 | D | ↗ |
| 2025-08-19 | Vidal Daniel | Director | A-Award | A | Class A Common Stock | 3,707 | 0.00 | — | 290,524 | D | ↗ |
| 2025-08-19 | Schaffer Ryan | Director / Officer | A-Award | A | Class A Common Stock | 3,309 | 0.00 | — | 175,307 | D | ↗ |
| 2025-08-19 | Muralidharan Anuradha | Director / Officer | A-Award | A | Class A Common Stock | 3,805 | 0.00 | — | 87,844 | D | ↗ |
| 2025-08-19 | Mills Jason Fahr | Director | A-Award | A | Class A Common Stock | 5,604 | 0.00 | — | 369,788 | D | ↗ |
| 2025-08-01 | Vidal Daniel | Director | S-Sale | D | Class A Common Stock | 9,000 | 1.95 | 17.6K | 286,817 | D | ↗ |
| 2025-08-01 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 30,000 | 1.94 | 58.2K | 1,498,480 | I | ↗ |
| 2025-07-05 | Liu Ying | Director | A-Award | A | Class A Common Stock | 2,128 | 0.00 | — | 168,207 | D | ↗ |
| 2025-07-01 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 30,000 | 2.56 | 76.8K | 1,528,480 | I | ↗ |
| 2025-06-18 | Vidal Daniel | Director | S-Sale | D | Class A Common Stock | 1,582 | 2.22 | 3.5K | 294,235 | D | ↗ |
| 2025-06-18 | Schaffer Ryan | Director / Officer | S-Sale | D | Class A Common Stock | 2,820 | 2.22 | 6.3K | 169,178 | D | ↗ |
| 2025-06-18 | Muralidharan Anuradha | Director / Officer | S-Sale | D | Class A Common Stock | 2,566 | 2.22 | 5.7K | 81,473 | D | ↗ |
| 2025-06-18 | Mills Jason Fahr | Director | S-Sale | D | Class A Common Stock | 1,869 | 2.22 | 4.1K | 362,315 | D | ↗ |
| 2025-06-18 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 10,589 | 2.22 | 23.5K | 200,087 | D | ↗ |
| 2025-06-17 | Vidal Daniel | Director | S-Sale | D | Class A Common Stock | 3,354 | 2.28 | 7.6K | 295,817 | D | ↗ |
| 2025-06-17 | Schaffer Ryan | Director / Officer | S-Sale | D | Class A Common Stock | 1,883 | 2.28 | 4.3K | 171,998 | D | ↗ |
| 2025-06-17 | Muralidharan Anuradha | Director / Officer | S-Sale | D | Class A Common Stock | 521 | 2.28 | 1.2K | 84,039 | D | ↗ |
| 2025-06-17 | Mills Jason Fahr | Director | S-Sale | D | Class A Common Stock | 4,068 | 2.28 | 9.3K | 364,184 | D | ↗ |
| 2025-06-17 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 2,247 | 2.28 | 5.1K | 210,676 | D | ↗ |
| 2025-06-15 | Vidal Daniel | Director | M-Exempt | D | Restricted Stock Units | 2,826 | 0.00 | — | 48,030 | D | ↗ |
| 2025-06-15 | Schaffer Ryan | Director / Officer | M-Exempt | A | Class A Common Stock | 3,923 | 0.00 | — | 173,881 | D | ↗ |
| 2025-06-15 | Muralidharan Anuradha | Director / Officer | M-Exempt | A | Class A Common Stock | 3,169 | 0.00 | — | 84,560 | D | ↗ |
| 2025-06-15 | Mills Jason Fahr | Director | M-Exempt | A | Class A Common Stock | 3,821 | 0.00 | — | 368,252 | D | ↗ |
| 2025-06-15 | Barrett David Michael | Director / Officer | M-Exempt | A | Class A Common Stock | 14,463 | 0.00 | — | 212,923 | D | ↗ |
| 2025-06-13 | Vidal Daniel | Director | A-Award | A | Class A Common Stock | 22,316 | 2.29 | 51.1K | 284,030 | D | ↗ |
| 2025-06-13 | Schaffer Ryan | Director / Officer | A-Award | A | Class A Common Stock | 5,382 | 0.00 | — | 169,958 | D | ↗ |
| 2025-06-13 | Pao Ellen | Director | A-Award | A | Class A Common Stock | 51,230 | 0.00 | — | 169,008 | D | ↗ |
| 2025-06-13 | Muralidharan Anuradha | Director / Officer | A-Award | A | Class A Common Stock | 1,322 | 0.00 | — | 81,391 | D | ↗ |
| 2025-06-13 | Mills Jason Fahr | Director | A-Award | A | Class A Common Stock | 36,486 | 2.29 | 83.6K | 347,348 | D | ↗ |
| 2025-06-13 | Liu Ying | Director | A-Award | A | Class A Common Stock | 51,230 | 0.00 | — | 166,079 | D | ↗ |
| 2025-06-13 | Christen Timothy L | Director | A-Award | A | Class A Common Stock | 51,230 | 0.00 | — | 249,754 | D | ↗ |
| 2025-06-13 | Barrett David Michael | Director / Officer | A-Award | A | Class A Common Stock | 6,304 | 0.00 | — | 198,460 | D | ↗ |
| 2025-05-30 | Vidal Daniel | Director | S-Sale | D | Class A Common Stock | 909 | 2.22 | 2.0K | 261,714 | D | ↗ |
| 2025-05-30 | Schaffer Ryan | Director / Officer | S-Sale | D | Class A Common Stock | 716 | 2.22 | 1.6K | 156,148 | D | ↗ |
| 2025-05-30 | Muralidharan Anuradha | Director / Officer | S-Sale | D | Class A Common Stock | 90 | 2.22 | 199.80 | 68,464 | D | ↗ |
| 2025-05-30 | Mills Jason Fahr | Director | S-Sale | D | Class A Common Stock | 821 | 2.22 | 1.8K | 310,862 | D | ↗ |
| 2025-05-29 | Vidal Daniel | Director | A-Award | A | Class A Common Stock | 3,220 | 0.00 | — | 262,623 | D | ↗ |
| 2025-05-29 | Schaffer Ryan | Director / Officer | A-Award | A | Class A Common Stock | 1,973 | 0.00 | — | 156,864 | D | ↗ |
| 2025-05-29 | Muralidharan Anuradha | Director / Officer | A-Award | A | Class A Common Stock | 220 | 0.00 | — | 68,554 | D | ↗ |
| 2025-05-29 | Mills Jason Fahr | Director | A-Award | A | Class A Common Stock | 3,325 | 0.00 | — | 311,683 | D | ↗ |
| 2025-05-15 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 30,000 | 2.35 | 70.5K | 1,558,480 | I | ↗ |
| 2025-04-23 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 22,873 | 2.84 | 65.0K | 1,588,480 | I | ↗ |
| 2025-04-22 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 22,992 | 2.79 | 64.1K | 1,611,353 | I | ↗ |
| 2025-04-21 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 39,399 | 2.75 | 108.3K | 1,634,345 | I | ↗ |
| 2025-04-17 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 32,079 | 2.79 | 89.5K | 1,673,744 | I | ↗ |
| 2025-04-16 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 22,767 | 2.70 | 61.5K | 1,705,823 | I | ↗ |
| 2025-04-15 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 25,686 | 2.83 | 72.7K | 1,728,590 | I | ↗ |
| 2025-04-05 | Liu Ying | Director | A-Award | A | Class A Common Stock | 1,515 | 0.00 | — | 114,849 | D | ↗ |
| 2025-03-28 | Vidal Daniel | Director | S-Sale | D | Class A Common Stock | 9,000 | 3.15 | 28.4K | 232,428 | D | ↗ |
| 2025-03-21 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 2,900 | 3.20 | 9.3K | 1,754,276 | I | ↗ |
| 2025-03-20 | Vidal Daniel | Director | S-Sale | D | Class A Common Stock | 3,193 | 3.27 | 10.4K | 259,403 | D | ↗ |
| 2025-03-20 | Schaffer Ryan | Director / Officer | S-Sale | D | Class A Common Stock | 1,474 | 3.27 | 4.8K | 154,891 | D | ↗ |
| 2025-03-20 | Muralidharan Anuradha | Director / Officer | S-Sale | D | Class A Common Stock | 143 | 3.27 | 467.61 | 68,334 | D | ↗ |
| 2025-03-20 | Mills Jason Fahr | Director | S-Sale | D | Class A Common Stock | 3,774 | 3.27 | 12.3K | 308,358 | D | ↗ |
| 2025-03-20 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 2,411 | 3.27 | 7.9K | 192,156 | D | ↗ |
| 2025-03-19 | Vidal Daniel | Director | S-Sale | D | Class A Common Stock | 1,674 | 3.31 | 5.5K | 262,596 | D | ↗ |
| 2025-03-19 | Schaffer Ryan | Director / Officer | S-Sale | D | Class A Common Stock | 2,494 | 3.31 | 8.3K | 156,365 | D | ↗ |
| 2025-03-19 | Muralidharan Anuradha | Director / Officer | S-Sale | D | Class A Common Stock | 2,738 | 3.31 | 9.1K | 68,477 | D | ↗ |
| 2025-03-19 | Mills Jason Fahr | Director | S-Sale | D | Class A Common Stock | 1,996 | 3.31 | 6.6K | 312,132 | D | ↗ |
| 2025-03-19 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 37,001 | 3.27 | 121.0K | 1,808,231 | I | ↗ |
| 2025-03-18 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 44,716 | 3.33 | 148.9K | 1,845,232 | I | ↗ |
| 2025-03-17 | Vidal Daniel | Director | A-Award | A | Class A Common Stock | 10,605 | 0.00 | — | 264,270 | D | ↗ |
| 2025-03-17 | Schaffer Ryan | Director / Officer | A-Award | A | Class A Common Stock | 4,598 | 0.00 | — | 158,859 | D | ↗ |
| 2025-03-17 | Muralidharan Anuradha | Director / Officer | A-Award | A | Class A Common Stock | 328 | 0.00 | — | 71,215 | D | ↗ |
| 2025-03-17 | Mills Jason Fahr | Director | A-Award | A | Class A Common Stock | 14,339 | 0.00 | — | 314,128 | D | ↗ |
| 2025-03-17 | Barrett David Michael | Director / Officer | A-Award | A | Class A Common Stock | 6,118 | 0.00 | — | 205,870 | D | ↗ |
| 2025-03-15 | Vidal Daniel | Director | M-Exempt | A | LT50 Common Stock | 2,825 | 0.00 | — | 152,194 | I | ↗ |
| 2025-03-15 | Schaffer Ryan | Director / Officer | M-Exempt | A | Class A Common Stock | 3,922 | 0.00 | — | 154,261 | D | ↗ |
| 2025-03-15 | Muralidharan Anuradha | Director / Officer | M-Exempt | A | Class A Common Stock | 3,168 | 0.00 | — | 70,887 | D | ↗ |
| 2025-03-15 | Mills Jason Fahr | Director | M-Exempt | A | Class A Common Stock | 3,822 | 0.00 | — | 299,789 | D | ↗ |
| 2025-03-15 | Barrett David Michael | Director / Officer | M-Exempt | A | Class A Common Stock | 14,463 | 0.00 | — | 199,752 | D | ↗ |
| 2025-03-14 | Vidal Daniel | Director | A-Award | A | Class A Common Stock | 11,803 | 3.80 | 44.9K | 250,840 | D | ↗ |
| 2025-03-14 | Schaffer Ryan | Director / Officer | A-Award | A | Class A Common Stock | 2,712 | 3.80 | 10.3K | 150,339 | D | ↗ |
| 2025-03-14 | Mills Jason Fahr | Director | A-Award | A | Class A Common Stock | 17,923 | 3.80 | 68.1K | 295,967 | D | ↗ |
| 2025-03-07 | Vidal Daniel | Director | S-Sale | D | Class A Common Stock | 2,391 | 3.53 | 8.4K | 239,037 | D | ↗ |
| 2025-03-07 | Schaffer Ryan | Director / Officer | S-Sale | D | Class A Common Stock | 2,002 | 3.53 | 7.1K | 147,627 | D | ↗ |
| 2025-03-07 | Muralidharan Anuradha | Director / Officer | S-Sale | D | Class A Common Stock | 6,884 | 3.53 | 24.3K | 67,719 | D | ↗ |
| 2025-03-07 | Mills Jason Fahr | Director | S-Sale | D | Class A Common Stock | 2,618 | 3.53 | 9.2K | 278,044 | D | ↗ |
| 2025-03-06 | Vidal Daniel | Director | A-Award | A | Class A Common Stock | 6,868 | 0.00 | — | 241,428 | D | ↗ |
| 2025-03-06 | Schaffer Ryan | Director / Officer | A-Award | A | Class A Common Stock | 6,125 | 0.00 | — | 149,629 | D | ↗ |
| 2025-03-06 | Muralidharan Anuradha | Director / Officer | A-Award | A | Class A Common Stock | 14,980 | 0.00 | — | 74,603 | D | ↗ |
| 2025-03-06 | Mills Jason Fahr | Director | A-Award | A | Class A Common Stock | 10,438 | 0.00 | — | 280,662 | D | ↗ |
| 2025-02-21 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 30,093 | 3.32 | 99.9K | 1,917,279 | I | ↗ |
| 2025-02-20 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 31,781 | 3.43 | 109.0K | 1,947,372 | I | ↗ |
| 2025-02-19 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 47,437 | 3.48 | 165.1K | 1,979,153 | I | ↗ |
| 2025-02-18 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 45,643 | 3.68 | 168.0K | 2,026,590 | I | ↗ |
| 2025-01-23 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 16,715 | 3.27 | 54.7K | 2,072,233 | I | ↗ |
| 2025-01-22 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 21,966 | 3.31 | 72.7K | 2,088,948 | I | ↗ |
| 2025-01-21 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 36,289 | 3.32 | 120.5K | 2,110,914 | I | ↗ |
| 2025-01-17 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 32,473 | 3.41 | 110.7K | 2,147,203 | I | ↗ |
| 2025-01-16 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 24,111 | 3.40 | 82.0K | 2,179,676 | I | ↗ |
| 2025-01-15 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 30,000 | 3.50 | 105.0K | 2,203,787 | I | ↗ |
| 2025-01-05 | Liu Ying | Director | A-Award | A | Class A Common Stock | 1,416 | 0.00 | — | 113,334 | D | ↗ |
| 2025-01-05 | Christen Timothy L | Director | A-Award | A | Class A Common Stock | 3,541 | 0.00 | — | 198,524 | D | ↗ |
| 2024-12-24 | Vidal Daniel | Director | M-Exempt | A | Class A Common Stock | 1,990 | 0.97 | 1.9K | 234,560 | D | ↗ |
| 2024-12-20 | Christen Timothy L | Director | S-Sale | D | Class A Common Stock | 18,273 | 3.59 | 65.6K | 194,983 | D | ↗ |
| 2024-12-18 | Muralidharan Anuradha | Director / Officer | S-Sale | D | Class A Common Stock | 12,320 | 3.85 | 47.4K | 4,614 | D | ↗ |
| 2024-12-18 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 6,152 | 3.83 | 23.6K | 2,233,787 | I | ↗ |
| 2024-12-17 | Vidal Daniel | Director | S-Sale | D | Class A Common Stock | 2,818 | 3.82 | 10.8K | 231,781 | D | ↗ |
| 2024-12-17 | Schaffer Ryan | Director / Officer | S-Sale | D | Class A Common Stock | 1,292 | 3.82 | 4.9K | 171,640 | D | ↗ |
| 2024-12-17 | Muralidharan Anuradha | Director / Officer | S-Sale | D | Class A Common Stock | 139 | 3.82 | 530.98 | 16,934 | D | ↗ |
| 2024-12-17 | Mills Jason Fahr | Director | S-Sale | D | Class A Common Stock | 3,276 | 3.82 | 12.5K | 356,162 | D | ↗ |
| 2024-12-17 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 3,320 | 3.82 | 12.7K | 1,210,340 | D | ↗ |
| 2024-12-16 | Vidal Daniel | Director | S-Sale | D | Class A Common Stock | 1,649 | 3.84 | 6.3K | 213,992 | D | ↗ |
| 2024-12-16 | Schaffer Ryan | Director / Officer | S-Sale | D | Class A Common Stock | 2,437 | 3.84 | 9.4K | 166,497 | D | ↗ |
| 2024-12-16 | Muralidharan Anuradha | Director / Officer | A-Award | A | Class A Common Stock | 319 | 0.00 | — | 17,073 | D | ↗ |
| 2024-12-16 | Mills Jason Fahr | Director | A-Award | A | Class A Common Stock | 12,478 | 0.00 | — | 359,438 | D | ↗ |
| 2024-12-16 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 68,380 | 3.84 | 262.6K | 2,309,939 | I | ↗ |
| 2024-12-15 | Vidal Daniel | Director | M-Exempt | D | Restricted Stock Units | 2,825 | 0.00 | — | 53,681 | D | ↗ |
| 2024-12-15 | Schaffer Ryan | Director / Officer | M-Exempt | A | LT50 Common Stock | 3,923 | 0.00 | — | 50,993 | I | ↗ |
| 2024-12-15 | Muralidharan Anuradha | Director / Officer | M-Exempt | A | Class A Common Stock | 3,169 | 0.00 | — | 19,430 | D | ↗ |
| 2024-12-15 | Mills Jason Fahr | Director | M-Exempt | D | Restricted Stock Units | 3,821 | 0.00 | — | 72,604 | D | ↗ |
| 2024-12-15 | Barrett David Michael | Director / Officer | M-Exempt | A | Class A Common Stock | 14,463 | 0.00 | — | 1,220,947 | D | ↗ |
| 2024-12-06 | Vidal Daniel | Director | S-Sale | D | Class A Common Stock | 2,419 | 3.65 | 8.8K | 212,816 | D | ↗ |
| 2024-12-06 | Schaffer Ryan | Director / Officer | S-Sale | D | Class A Common Stock | 2,494 | 3.65 | 9.1K | 165,011 | D | ↗ |
| 2024-12-06 | Muralidharan Anuradha | Director / Officer | S-Sale | D | Class A Common Stock | 8,658 | 3.65 | 31.6K | 16,261 | D | ↗ |
| 2024-12-06 | Mills Jason Fahr | Director | S-Sale | D | Class A Common Stock | 3,357 | 3.65 | 12.3K | 328,634 | D | ↗ |
| 2024-12-05 | Vidal Daniel | Director | A-Award | A | Class A Common Stock | 8,479 | 0.00 | — | 215,235 | D | ↗ |
| 2024-12-05 | Schaffer Ryan | Director / Officer | A-Award | A | Class A Common Stock | 8,210 | 0.00 | — | 167,505 | D | ↗ |
| 2024-12-05 | Muralidharan Anuradha | Director / Officer | A-Award | A | Class A Common Stock | 20,978 | 0.00 | — | 24,919 | D | ↗ |
| 2024-12-05 | Mills Jason Fahr | Director | A-Award | A | Class A Common Stock | 13,459 | 0.00 | — | 331,991 | D | ↗ |
| 2024-12-03 | Muralidharan Anuradha | Director / Officer | S-Sale | D | Class A Common Stock | 29,410 | 3.40 | 100.0K | 3,941 | D | ↗ |
| 2024-11-22 | Barrett David Michael | Director / Officer | M-Exempt | D | Stock Option | 473,930 | 0.21 | 99.5K | 0 | D | ↗ |
| 2024-11-20 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 15,454 | 2.91 | 45.0K | 2,378,319 | I | ↗ |
| 2024-11-19 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 70,000 | 2.78 | 194.6K | 2,393,773 | I | ↗ |
| 2024-11-18 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 45,094 | 2.70 | 121.8K | 2,463,773 | I | ↗ |
| 2024-11-15 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 58,226 | 2.76 | 160.7K | 2,508,867 | I | ↗ |
| 2024-11-14 | Muralidharan Anuradha | Director / Officer | S-Sale | D | Class A Common Stock | 5,739 | 2.93 | 16.8K | 33,351 | D | ↗ |
| 2024-11-08 | Schaffer Ryan | Director / Officer | M-Exempt | D | Stock Option | 12,500 | 0.97 | 12.1K | 220,283 | D | ↗ |
| 2024-10-05 | Liu Ying | Director | A-Award | A | Class A Common Stock | 2,252 | 0.00 | — | 111,918 | D | ↗ |
| 2024-10-05 | Christen Timothy L | Director | A-Award | A | Class A Common Stock | 5,631 | 0.00 | — | 213,256 | D | ↗ |
| 2024-09-17 | Vidal Daniel | Director | A-Award | A | Class A Common Stock | 14,863 | 2.42 | 36.0K | 201,192 | — | ↗ |
| 2024-09-17 | Schaffer Ryan | Director / Officer | A-Award | A | Class A Common Stock | 3,374 | 0.00 | — | 160,415 | — | ↗ |
| 2024-09-17 | Muralidharan Anuradha | Director / Officer | A-Award | A | Class A Common Stock | 438 | 0.00 | — | 39,288 | — | ↗ |
| 2024-09-17 | Mills Jason Fahr | Director | A-Award | A | Class A Common Stock | 10,503 | 0.00 | — | 321,394 | — | ↗ |
| 2024-09-17 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 2,173 | 2.27 | 4.9K | 177,451 | — | ↗ |
| 2024-09-16 | Vidal Daniel | Director | S-Sale | D | Class A Common Stock | 1,805 | 2.28 | 4.1K | 186,329 | — | ↗ |
| 2024-09-16 | Schaffer Ryan | Director / Officer | S-Sale | D | Class A Common Stock | 2,667 | 2.28 | 6.1K | 153,786 | — | ↗ |
| 2024-09-16 | Muralidharan Anuradha | Director / Officer | S-Sale | D | Class A Common Stock | 2,928 | 2.28 | 6.7K | 38,850 | — | ↗ |
| 2024-09-16 | Mills Jason Fahr | Director | S-Sale | D | Class A Common Stock | 2,134 | 2.28 | 4.9K | 288,994 | — | ↗ |
| 2024-09-16 | Barrett David Michael | Director / Officer | S-Sale | D | Class A Common Stock | 11,095 | 2.28 | 25.3K | 173,820 | — | ↗ |
| 2024-09-15 | Vidal Daniel | Director | M-Exempt | D | Restricted Stock Units | 2,826 | 0.00 | — | 56,506 | — | ↗ |
| 2024-09-15 | Schaffer Ryan | Director / Officer | M-Exempt | A | Class A Common Stock | 3,922 | 0.00 | — | 156,453 | — | ↗ |
| 2024-09-15 | Muralidharan Anuradha | Director / Officer | M-Exempt | A | LT50 Common Stock | 3,168 | 0.00 | — | 127,871 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | David Barrett Chief Executive Officer | 1.85M | — | 57.9K | — | — | — | 1.90M | 3.04% | ↗ |
| 2 | 2025 | Anu Muralidharan Former Chief Operating Officer | 1.11M | — | 71.3K | — | — | 558.2K | 1.74M | 4.10% | ↗ |
| 3 | 2025 | Ryan Schaffer Chief Financial Officer | 1.15M | — | 83.7K | — | — | 7.5K | 1.24M | 6.75% | ↗ |
| 4 | 2024 | David Barrett Chief Executive Officer | 1.86M | — | 221.5K | — | — | — | 2.08M | 10.65% | ↗ |
| 5 | 2024 | Ryan Schaffer Chief Financial Officer | 1.06M | — | 164.4K | — | — | 7.8K | 1.24M | 13.29% | ↗ |
| 6 | 2024 | Anu Muralidharan Chief Operating Officer | 860.4K | — | 319.2K | — | — | 9.7K | 1.19M | 26.84% | ↗ |
| 7 | 2024 | Anu Muralidharan Former Chief Operating Officer | 860.4K | — | 319.2K | — | — | 9.7K | 1.19M | 26.84% | ↗ |
| 8 | 2023 | David Barrett Chief Executive Officer | 1.67M | — | 166.6K | — | — | — | 1.84M | 9.07% | ↗ |
| 9 | 2023 | Ryan Schaffer Chief Financial Officer | 1.04M | — | 89.7K | — | — | 7.9K | 1.13M | 7.92% | ↗ |
| 10 | 2023 | Anu Muralidharan Chief Operating Officer | 710.6K | — | 220.4K | — | — | 12.6K | 943.5K | 23.35% | ↗ |
| 11 | 2022 | David Barrett Chief Executive Officer | 1.61M | — | 48.6K | — | — | — | 1.65M | 2.93% | ↗ |
| 12 | 2022 | Ryan Schaffer Chief Financial Officer | 854.2K | 10.5K | 1.8K | — | — | 8.3K | 874.8K | 0.20% | ↗ |
| 13 | 2022 | Anu Muralidharan Chief Operating Officer | 447.0K | — | 10.1K | — | — | 13.6K | 470.7K | 2.14% | ↗ |
| 14 | 2021 | David Barrett Chief Executive Officer | 1.06M | — | 18.91M | — | — | — | 19.97M | 94.71% | ↗ |
| 15 | 2021 | Ryan Schaffer Chief Financial Officer | 725.3K | 566.5K | 5.13M | 174.8K | — | 2.96M | 9.55M | 55.52% | ↗ |
| 16 | 2021 | Anu Muralidharan Chief Operating Officer | 163.7K | 634.4K | 4.14M | 351.4K | — | 575.1K | 5.87M | 76.60% | ↗ |
| 17 | 2020 | David Barrett Chief Executive Officer | 933.1K | — | — | 126.9K | — | — | 1.06M | 11.97% | ↗ |
| 18 | 2020 | Ryan Schaffer Chief Financial Officer | 677.0K | 109.8K | — | 35.9K | — | 37.5K | 860.1K | 4.18% | ↗ |
| 19 | 2020 | Anu Muralidharan Chief Operating Officer | 166.3K | 8.4K | — | 214.5K | — | 18.8K | 407.9K | 52.58% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| David Barrett | Founder, Chief Executive Officer, President & Director | 2M | male |
| Ryan Schaffer | Chief Financial Officer & Director | 1M | male |
| Carlos Alvarez Divo | Director of Engineering & Director | — | male |
| Cole Eason | Chief Compliance Officer & Corporate Secretary | — | male |
| Daniel Vidal | Chief Strategy Officer & Director | — | male |
| Jason Fahr Mills | Chief Product Officer & Director | — | male |
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Community Opinion for EXFY
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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