EZCORP, Inc. (EZPW)
Austin, TX, US
EZCORP, Inc. operates primarily by offering collateralized loans, commonly known as pawn loans, to individuals in both the United States and various Latin American countries. These loans are secured by a wide array of personal items, including but not limited to jewelry, consumer electronics, tools, sporting equipment, and musical instruments. Beyond its lending activities, the company also engages in the retail sale of merchandise. This inventory largely comprises items that were once collateral for unredeemed pawn loans, as well as pre-owned goods directly acquired from customers. To further support its clientele, EZCORP provides online platforms, Lana and EZ+, designed to facilitate the management of pawn loans. As of September 30, 2021, EZCORP, Inc. maintained a substantial physical presence, with 516 company-owned and operated pawn shops in the U.S., 508 in Mexico, and an additional 124 locations spread across Guatemala, El Salvador, and Honduras. The company was founded in 1989 and has its corporate headquarters situated in Austin, Texas.
5 articles
- EZCORP's Strong Rally Puts Valuation and Earnings Outlook in Focus Zacks Investment Research
- 3 Stocks to Buy and Hold Even if There's a Stock Market Sell-Off in the Second Half of 2026 The Motley Fool
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 3 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
42.00
+34.4%
|
| Last Quarter | 2 |
42.00
+34.4%
|
| Last Year | 8 |
31.00
-0.8%
|
| All Time | 15 |
23.70
-24.1%
|
-
Revenue growth Financial - Credit Services: +13.2%+9.7% Q1'26: +45.9% (vs Q1'25)
-
EPS growth Financial - Credit Services: +24.0%+29.1% ★ Q1'26: +78.8% (vs Q1'25)
-
FCF margin FCF growth · Financial - Credit Services: +70.9%+4.1% ★ Q1'26: +8.5% (vs Q1'25)
-
EBIT margin Financial - Credit Services: +28.7%+13.3% Q1'26: +15.2% (vs Q1'25)
-
ROIC Financial - Credit Services: +5.0%+9.6% ★ Q1'26: +19.2% (vs Q1'25)
-
Share dilution Financial - Credit Services: +0.0%-1.3% ★ Q1'26: +0.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×3.78× ★ Q1'26: 0.90× (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 |
Sep 1993 actual |
Sep 1994 actual |
Sep 2004 actual |
Sep 2005 actual |
Sep 2006 actual |
Sep 2007 actual |
Sep 2008 actual |
Sep 2009 actual |
Sep 2010 actual |
Sep 2011 actual |
Sep 2012 actual |
Sep 2013 actual |
Sep 2014 actual |
Sep 2015 actual |
Sep 2016 actual |
Sep 2017 actual |
Sep 2018 actual |
Sep 2019 actual |
Sep 2020 actual |
Sep 2021 actual |
Sep 2022 actual |
Sep 2023 actual |
Sep 2024 actual |
Sep 2025 actual |
Sep 2026 4 Rev. Ana. 4 EPS Ana. |
Sep 2027 4 Rev. Ana. 3 EPS Ana. |
Sep 2028 2 Rev. Ana. 2 EPS Ana. |
Sep 2029 1 Rev. Ana. 1 EPS Ana. |
Sep 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
108.60M
est: 123.32M (-11.9%)
|
167.90M
est: 204.01M (-17.7%)
|
227.80M
est: 245.14M (-7.1%)
|
254.16M
est: 242.56M (+4.8%)
|
315.85M
est: 313.45M (+0.8%)
|
372.22M
est: 383.49M (-2.9%)
|
457.40M
est: 463.27M (-1.3%)
|
597.46M
est: 615.11M (-2.9%)
|
733.05M
est: 715.89M (+2.4%)
|
852.80M
est: 889.48M (-4.1%)
|
960.72M
est: 1.01B (-5.2%)
|
809.53M
est: 887.83M (-8.8%)
|
745.77M
est: 913.41M (-18.4%)
|
720.00M
est: 951.18M (-24.3%)
|
730.51M
est: 737.00M (-0.9%)
|
747.95M
est: 649.56M (+15.1%)
|
812.16M
est: 803.69M (+1.1%)
|
847.23M
est: 849.19M (-0.2%)
|
822.78M
est: 858.56M (-4.2%)
|
729.55M
est: 711.61M (+2.5%)
|
886.23M
est: 861.90M (+2.8%)
|
1.05B
est: 1.11B (-5.7%)
|
1.16B
est: 1.16B (+0.4%)
|
1.27B
est: 1.26B (+1.0%)
|
1.69B
1.67B – 1.72B
+34.2% YoY
|
1.83B
1.81B – 1.85B
+8.1% YoY
|
1.95B
1.93B – 1.98B
+6.8% YoY
|
2.03B
2.01B – 2.06B
+4.0% YoY
|
2.17B
2.14B – 2.20B
+6.7% YoY
|
| EBITDA |
11.50M
est: 13.17M (-12.7%)
|
8.80M
est: 4.63M (+89.9%)
|
21.79M
est: 20.94M (+4.0%)
|
30.34M
est: 30.52M (-0.6%)
|
51.60M
est: 55.55M (-7.1%)
|
65.42M
est: 73.22M (-10.7%)
|
90.85M
est: 91.45M (-0.7%)
|
119.48M
est: 125.63M (-4.9%)
|
156.88M
est: 158.29M (-0.9%)
|
194.08M
est: 223.91M (-13.3%)
|
220.66M
est: 241.50M (-8.6%)
|
82.73M
est: 87.69M (-5.7%)
|
54.43M
est: 39.47M (+37.9%)
|
-12.79M
est: 129.14M (-109.9%)
|
45.49M
est: 100.06M (-54.5%)
|
94.14M
est: 85.89M (+9.6%)
|
108.86M
est: 78.37M (+38.9%)
|
65.61M
est: 115.29M (-43.1%)
|
28.85M
est: 116.57M (-75.2%)
|
117.39M
est: 376.83M (-68.8%)
|
109.83M
est: 256.51M (-57.2%)
|
100.22M
est: 182.67M (-45.1%)
|
162.26M
est: 190.14M (-14.7%)
|
202.34M
est: 207.36M (-2.4%)
|
278.27M
274.74M – 281.96M
+34.2% YoY
|
300.74M
296.93M – 304.73M
+8.1% YoY
|
321.06M
316.99M – 325.32M
+6.8% YoY
|
333.99M
329.75M – 338.42M
+4.0% YoY
|
356.22M
351.70M – 360.94M
+6.7% YoY
|
| EBIT |
8.80M
est: 9.53M (-7.7%)
|
4.30M
est: 686.7K (+526.2%)
|
14.27M
est: 13.75M (+3.8%)
|
22.23M
est: 22.20M (+0.1%)
|
42.99M
est: 44.41M (-3.2%)
|
55.61M
est: 58.90M (-5.6%)
|
78.49M
est: 74.77M (+5.0%)
|
106.74M
est: 108.30M (-1.4%)
|
142.22M
est: 131.72M (+8.0%)
|
175.73M
est: 186.66M (-5.9%)
|
195.40M
est: 198.02M (-1.3%)
|
47.81M
est: 113.73M (-58.0%)
|
15.80M
est: 107.92M (-85.4%)
|
-49.82M
est: 85.50M (-158.3%)
|
16.84M
est: 66.25M (-74.6%)
|
70.48M
est: 50.11M (+40.7%)
|
83.37M
est: 51.18M (+62.9%)
|
36.81M
est: 76.33M (-51.8%)
|
-47.62M
est: 77.18M (-161.7%)
|
38.24M
est: 99.31M (-61.5%)
|
77.69M
est: 90.56M (-14.2%)
|
68.09M
est: 241.84M (-71.8%)
|
129.19M
est: 251.73M (-48.7%)
|
169.80M
est: 274.52M (-38.1%)
|
368.41M
363.74M – 373.30M
+34.2% YoY
|
398.16M
393.11M – 403.44M
+8.1% YoY
|
425.06M
419.67M – 430.70M
+6.8% YoY
|
442.18M
436.57M – 448.04M
+4.0% YoY
|
471.60M
465.63M – 477.86M
+6.7% YoY
|
| Net Income |
6.10M
est: 6.65M (-8.2%)
|
1.80M
est: -1.21M (+248.4%)
|
9.12M
est: 8.67M (+5.2%)
|
14.75M
est: 14.77M (-0.1%)
|
29.26M
est: 30.34M (-3.6%)
|
37.87M
est: 39.77M (-4.8%)
|
52.43M
est: 53.27M (-1.6%)
|
68.47M
est: 72.69M (-5.8%)
|
97.29M
est: 91.58M (+6.2%)
|
122.16M
est: 132.25M (-7.6%)
|
136.85M
est: 138.35M (-1.1%)
|
22.31M
est: 21.41M (+4.2%)
|
-67.72M
est: -61.37M (-10.3%)
|
-89.19M
est: 76.05M (-217.3%)
|
-80.74M
est: 19.18M (-521.0%)
|
31.41M
est: 30.57M (+2.8%)
|
37.28M
est: 23.33M (+59.8%)
|
2.54M
est: 73.06M (-96.5%)
|
-68.46M
est: 20.43M (-435.1%)
|
8.61M
est: 21.37M (-59.7%)
|
50.16M
est: 43.84M (+14.4%)
|
38.46M
est: 119.06M (-67.7%)
|
83.10M
est: 94.54M (-12.1%)
|
109.61M
est: 114.42M (-4.2%)
|
168.97M
166.13M – 171.82M
+47.7% YoY
|
181.96M
178.90M – 185.03M
+7.7% YoY
|
199.70M
198.45M – 200.95M
+9.7% YoY
|
221.80M
218.14M – 225.63M
+11.1% YoY
|
244.31M
240.29M – 248.53M
+10.2% YoY
|
| SGA |
48.90M
est: 57.62M (-15.1%)
|
70.80M
est: 93.73M (-24.5%)
|
117.81M
est: 116.48M (+1.1%)
|
133.15M
est: 132.61M (+0.4%)
|
157.38M
est: 162.83M (-3.3%)
|
188.86M
est: 205.29M (-8.0%)
|
231.03M
est: 234.73M (-1.6%)
|
246.73M
est: 256.88M (-4.0%)
|
52.74M
est: 302.35M (-82.6%)
|
50.58M
est: 360.47M (-86.0%)
|
47.87M
est: 462.54M (-89.6%)
|
70.49M
est: 477.30M (-85.2%)
|
79.94M
est: 609.71M (-86.9%)
|
72.99M
est: 65.63M (+11.2%)
|
68.10M
est: 50.85M (+33.9%)
|
53.49M
est: 327.64M (-83.7%)
|
53.64M
est: 346.59M (-84.5%)
|
63.67M
est: 58.59M (+8.7%)
|
54.13M
est: 59.24M (-8.6%)
|
56.50M
est: 190.48M (-70.3%)
|
64.34M
est: 129.18M (-50.2%)
|
67.53M
est: 76.72M (-12.0%)
|
75.56M
est: 79.86M (-5.4%)
|
83.50M
est: 87.09M (-4.1%)
|
116.87M
115.39M – 118.42M
+34.2% YoY
|
126.31M
124.71M – 127.98M
+8.1% YoY
|
134.84M
133.13M – 136.63M
+6.8% YoY
|
140.27M
138.49M – 142.13M
+4.0% YoY
|
149.61M
147.71M – 151.59M
+6.7% YoY
|
| EPS |
0.06
est: 0.23 (-73.0%)
|
0.02
est: 0.24 (-93.0%)
|
0.25
est: 0.19 (+35.1%)
|
0.13
est: 0.33 (-60.0%)
|
0.25
est: 0.67 (-62.7%)
|
0.92
est: 0.90 (+2.2%)
|
1.27
est: 1.19 (+6.7%)
|
1.41
est: 1.38 (+2.2%)
|
1.98
est: 1.83 (+8.2%)
|
2.43
est: 2.60 (-6.5%)
|
2.81
est: 2.77 (+1.4%)
|
0.63
est: 1.77 (-64.4%)
|
-0.87
est: 1.55 (-156.1%)
|
-1.61
est: 0.91 (-276.5%)
|
-1.48
est: 0.23 (-743.5%)
|
0.62
est: 0.50 (+24.0%)
|
0.72
est: 0.76 (-4.8%)
|
0.03
est: 0.88 (-96.4%)
|
-1.24
est: 0.25 (-606.1%)
|
0.15
est: 0.17 (-9.1%)
|
0.89
est: 0.66 (+34.8%)
|
0.77
est: 1.42 (-45.9%)
|
1.69
est: 1.13 (+49.1%)
|
1.91
est: 1.37 (+39.2%)
|
2.03
1.99 – 2.06
+47.7% YoY
|
2.18
2.15 – 2.22
+7.7% YoY
|
2.40
2.38 – 2.41
+9.8% YoY
|
2.66
2.62 – 2.71
+11.1% YoY
|
2.93
2.88 – 2.98
+10.2% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-11 | Citizens | Market Outperform | Market Outperform | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-27 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-26 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-22 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-21 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-20 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-19 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-18 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-15 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-14 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-13 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-12 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-11 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-29 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-28 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-27 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-24 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-23 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-22 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Edward C. Johnson 3d | 6.10M | 12.60% | — | — | 6.10M | — | IN | Delaware | 2012-12-10 | ↗ |
| 2 | FMR LLC | 6.10M | 12.60% | 1.37M | — | 6.10M | — | HC | Delaware | 2012-12-10 | ↗ |
| 3 | 13G/A | 5.09M | 9.90% | — | 5.09M | — | 5.09M | IA, PN | Texas | 2018-02-13 | ↗ |
| 4 | (1) BlackRock, Inc. | 4.86M | 9.60% | 4.72M | — | 4.86M | — | HC | Delaware | 2015-01-15 | ↗ |
| 5 | (. | 3.55M | 6.94% | 3.37M | — | 3.55M | — | IA | Delaware Limited Partnership | 2017-02-09 | ↗ |
| 6 | The Vanguard Group - 23-1945930 | 3.36M | 6.34% | — | 66.5K | 3.29M | 69.4K | IA | Pennsylvania | 2022-02-10 | ↗ |
| 7 | 13G | 3.26M | 6.40% | — | 13.00 | — | 3.26M | HC, IN | Texas | 2017-02-14 | ↗ |
| 8 | Christopher L. Gust | 2.87M | 5.20% | — | 2.87M | — | 2.87M | HC, IN | Illinois | 2019-02-14 | ↗ |
| 9 | Robert R. Bellick | 2.87M | 5.20% | — | 2.87M | — | 2.87M | HC, IN | Illinois | 2019-02-14 | ↗ |
| 10 | Wolverine Holdings, L.P. | 2.87M | 5.20% | — | 2.87M | — | 2.87M | HC | Illinois | 2019-02-14 | ↗ |
| 11 | Wolverine Trading Partners, Inc. | 2.87M | 5.20% | — | 2.87M | — | 2.87M | HC, CO | Illinois | 2019-02-14 | ↗ |
| 12 | Wolverine Asset Management, LLC | 2.87M | 5.20% | — | 2.87M | — | 2.87M | IA | Illinois | 2019-02-14 | ↗ |
| 13 | 20-8441410 | 2.76M | 5.37% | 1.51M | 264.7K | 2.76M | — | IA | Delaware | 2014-02-10 | ↗ |
| 14 | 13-3127734 | 2.68M | 5.07% | 2.68M | — | 2.68M | — | HC | Delaware | 2020-02-12 | ↗ |
| 15 | 26-0385758 | 2.68M | 5.07% | 2.68M | — | 2.68M | — | IA | Delaware | 2020-02-12 | ↗ |
| 16 | 10 | 2.60M | 5.10% | — | — | — | — | IA | DELAWARE, USA | 2017-06-23 | ↗ |
| 17 | Munder Capital Management | 2.50M | 5.30% | 2.22M | — | 2.50M | — | IA | State of Delaware | 2011-02-14 | ↗ |
| 18 | Tax ID #95-2844956 | 396.0K | 3.20% | 4.6K | — | 391.5K | — | BD, IA | California Corporation | 2005-04-01 | ↗ |
| 19 | ROVIDA ADVISORS INC. | — | 0.00% | — | — | — | — | IA | — | 2020-02-11 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 74.7K +74.7K (+100.0%) | 1.45B +1.5B (+100.0%) | 0.12% +0.122 pp | 1.31% +1.313 pp | USD19.42 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 7.21M -784.8K (-9.8%) | 139.97M -12.2M (-8.0%) | 11.77% -1.747 pp | 0.00% 0.000 pp | USD11.28 +72.2% | 6 qtrs — |
| 3 | FMR LLC | 4.73M +2.8M (+142.2%) | 91.85M +54.7M (+147.0%) | 7.72% +4.420 pp | 0.00% +0.003 pp | USD18.59 +4.5% | 16 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 3.56M +84.6K (+2.4%) | 69.21M +3.0M (+4.5%) | 5.82% -0.065 pp | 0.01% +0.000 pp | USD10.54 +84.3% | 51 qtrs — |
| 5 | VANGUARD GROUP INC | 3.55M -62.8K (-1.7%) | 68.89M +152.4K (+0.2%) | 5.79% -0.313 pp | 0.00% +0.000 pp | USD29.59 -34.4% | 84 qtrs — |
| 6 | CAPITAL RESEARCH GLOBAL INVESTORS | 3.17M +1.0M (+47.5%) | 61.52M +20.6M (+50.4%) | 5.17% +1.540 pp | 0.01% +0.004 pp | USD16.42 +18.3% | 3 qtrs — |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 2.35M -118.3K (-4.8%) | 45.72M -1.4M (-2.9%) | 3.84% -0.337 pp | 0.07% +0.009 pp | USD10.35 +87.6% | 43 qtrs — |
| 8 | FIRST WILSHIRE SECURITIES MANAGEMENT INC | 1.74M -448.7K (-20.5%) | 33.77M -7.9M (-18.9%) | 2.84% -0.860 pp | 8.50% -2.588 pp | USD7.36 +163.9% | 48 qtrs — |
| 9 | WASATCH ADVISORS LP | 1.69M -219.7K (-11.5%) | 32.88M -3.5M (-9.7%) | 2.76% -0.470 pp | 0.20% -0.001 pp | USD8.56 +126.9% | 18 qtrs — |
| 10 | STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 1.54M -94.2K (-5.8%) | 29.91M -1.2M (-3.9%) | 2.51% -0.249 pp | 0.39% -0.014 pp | USD7.65 +153.9% | 15 qtrs — |
| 11 | QUBE RESEARCH & TECHNOLOGIES LTD | 1.52M +279.3K (+22.5%) | 29.57M +5.9M (+24.9%) | 2.49% +0.384 pp | 0.03% +0.006 pp | USD14.46 +34.3% | 11 qtrs — |
| 12 | TWO SIGMA INVESTMENTS, LP | 1.23M +89.2K (+7.8%) | 23.97M +2.2M (+9.9%) | 2.02% +0.079 pp | 0.03% +0.001 pp | USD11.64 +66.8% | 49 qtrs — |
| 13 | TWO SIGMA ADVISERS, LP | 1.21M +11.3K (+0.9%) | 23.55M +676.0K (+3.0%) | 1.98% -0.052 pp | 0.05% +0.000 pp | USD10.28 +88.9% | 51 qtrs — |
| 14 | INVESCO LTD. | 1.20M -48.7K (-3.9%) | 23.26M -473.0K (-2.0%) | 1.96% -0.152 pp | 0.00% 0.000 pp | USD10.73 +81.0% | 57 qtrs — |
| 15 | STATE STREET CORP | 1.20M -14.2K (-1.2%) | 23.26M +185.3K (+0.8%) | 1.96% -0.094 pp | 0.00% +0.000 pp | USD12.18 +59.4% | 51 qtrs — |
| 16 | MORGAN STANLEY | 1.16M +232.1K (+25.0%) | 22.56M +4.9M (+27.5%) | 1.90% +0.325 pp | 0.00% +0.000 pp | USD14.45 +34.4% | 51 qtrs — |
| 17 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.09M -102.3K (-8.6%) | 21.25M -1.5M (-6.7%) | 1.79% -0.237 pp | 0.15% -0.005 pp | USD9.58 +102.7% | 12 qtrs — |
| 18 | MILLENNIUM MANAGEMENT LLC | 1.06M -910.9K (-46.1%) | 20.67M -16.9M (-45.0%) | 1.74% -1.602 pp | 0.01% -0.007 pp | USD12.80 +51.7% | 14 qtrs — |
| 19 | WELLINGTON MANAGEMENT GROUP LLP | 903.1K +9.1K (+1.0%) | 17.54M +516.2K (+3.0%) | 1.47% -0.037 pp | 0.00% +0.000 pp | USD13.94 +39.3% | 3 qtrs — |
| 20 | GEODE CAPITAL MANAGEMENT, LLC | 892.7K +82.7K (+10.2%) | 17.34M +1.9M (+12.4%) | 1.46% +0.088 pp | 0.00% +0.000 pp | USD12.84 +51.2% | 78 qtrs — |
| 21 | FOURTH SAIL CAPITAL LP | 868.7K -309.3K (-26.3%) | 16.87M -5.6M (-24.8%) | 1.42% -0.574 pp | 2.71% -2.713 pp | USD13.80 +40.7% | 9 qtrs — |
| 22 | GOLDMAN SACHS GROUP INC | 813.8K +216.2K (+36.2%) | 15.80M +4.4M (+38.9%) | 1.33% +0.318 pp | 0.00% +0.001 pp | USD13.19 +47.2% | 73 qtrs — |
| 23 | BNP PARIBAS ARBITRAGE, SNC | 785.1K +370.1K (+89.2%) | 15.25M +7.3M (+93.0%) | 1.28% +0.580 pp | 0.01% +0.003 pp | USD15.33 +26.7% | 46 qtrs — |
| 24 | PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 719.5K +719.5K (+100.0%) | 13.97M +14.0M (+100.0%) | 1.17% +1.175 pp | 1.50% +1.500 pp | USD19.42 +0.0% | 1 qtrs NEW |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 707.4K +77.5K (+12.3%) | 13.74M +1.7M (+14.5%) | 1.16% +0.090 pp | 0.00% +0.000 pp | USD14.03 +38.4% | 76 qtrs — |
| 26 | HEARTLAND ADVISORS INC | 705.9K +— (+0.0%) | 13.71M +268.2K (+2.0%) | 1.15% -0.041 pp | 0.74% +0.028 pp | USD5.85 +232.0% | 22 qtrs — |
| 27 | ASSENAGON ASSET MANAGEMENT S.A. | 644.1K +353.3K (+121.5%) | 12.51M +7.0M (+125.9%) | 1.05% +0.560 pp | 0.02% +0.010 pp | USD17.25 +12.6% | 23 qtrs — |
| 28 | OBERWEIS ASSET MANAGEMENT INC/ | 627.9K -57.6K (-8.4%) | 12.19M -858.1K (-6.6%) | 1.03% -0.134 pp | 0.45% -0.054 pp | USD8.28 +134.5% | 15 qtrs — |
| 29 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 595.8K -50.0K (-7.7%) | 11.57M -725.6K (-5.9%) | 0.97% -0.119 pp | 0.24% -0.020 pp | USD6.85 +183.5% | 45 qtrs — |
| 30 | ROYCE & ASSOCIATES LP | 584.0K -16.1K (-2.7%) | 11.34M -84.3K (-0.7%) | 0.95% -0.061 pp | 0.12% +0.001 pp | USD12.06 +61.0% | 49 qtrs — |
| 31 | UBS GROUP AG | 579.4K +181.0K (+45.4%) | 11.25M +3.7M (+48.3%) | 0.95% +0.272 pp | 0.00% +0.001 pp | USD14.63 +32.7% | 45 qtrs — |
| 32 | D. E. SHAW & CO., INC. | 558.8K -61.2K (-9.9%) | 10.85M -952.6K (-8.1%) | 0.91% -0.136 pp | 0.01% -0.001 pp | USD10.20 +90.4% | 41 qtrs — |
| 33 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 496.0K +347.0K (+233.0%) | 9.64M +6.8M (+239.9%) | 0.81% +0.558 pp | 0.77% +0.550 pp | USD17.69 +9.8% | 9 qtrs — |
| 34 | HENNESSY ADVISORS INC | 445.3K -28.9K (-6.1%) | 8.65M -381.0K (-4.2%) | 0.73% -0.075 pp | 0.31% -0.005 pp | USD13.88 +39.9% | 3 qtrs — |
| 35 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 433.2K +77.8K (+21.9%) | 8.41M +1.6M (+24.3%) | 0.71% +0.106 pp | 0.03% +0.007 pp | USD14.96 +29.8% | 4 qtrs — |
| 36 | HRT FINANCIAL LP | 432.0K +130.6K (+43.3%) | 8.39M +2.7M (+46.2%) | 0.71% +0.196 pp | 0.03% +0.005 pp | USD15.23 +27.5% | 6 qtrs — |
| 37 | TREXQUANT INVESTMENT LP | 412.8K +57.1K (+16.1%) | 8.02M +1.2M (+18.4%) | 0.67% +0.073 pp | 0.07% +0.002 pp | USD13.01 +49.3% | 13 qtrs — |
| 38 | WESTERN STANDARD LLC | 400.0K -130.0K (-24.5%) | 7.77M -2.3M (-23.0%) | 0.65% -0.243 pp | 3.58% +0.590 pp | USD13.88 +39.9% | 3 qtrs — |
| 39 | WELLS FARGO & COMPANY/MN | 385.0K -211.7K (-35.5%) | 7.48M -3.9M (-34.2%) | 0.63% -0.381 pp | 0.00% -0.001 pp | USD13.81 +40.6% | 57 qtrs — |
| 40 | ARCHON CAPITAL MANAGEMENT LLC | 367.4K -75.0K (-17.0%) | 7.14M -1.3M (-15.3%) | 0.60% -0.148 pp | 4.06% -0.957 pp | USD10.28 +88.9% | 35 qtrs — |
| 41 | POINT72 ASSET MANAGEMENT, L.P. | 362.1K +136.7K (+60.7%) | 7.03M +2.7M (+63.9%) | 0.59% +0.210 pp | 0.01% +0.001 pp | USD16.36 +18.7% | 11 qtrs — |
| 42 | KANEN WEALTH MANAGEMENT LLC | 354.9K -8.4K (-2.3%) | 6.99M +207.3K (+3.1%) | 0.58% -0.035 pp | 2.12% -0.145 pp | USD7.19 +170.1% | 18 qtrs — |
| 43 | CITIGROUP INC | 349.0K +282.4K (+423.8%) | 6.78M +5.5M (+434.2%) | 0.57% +0.457 pp | 0.00% +0.002 pp | USD18.33 +5.9% | 54 qtrs — |
| 44 | RUSSELL INVESTMENTS GROUP, LTD. | 338.5K -40.0K (-10.6%) | 6.57M -633.8K (-8.8%) | 0.55% -0.087 pp | 0.01% -0.001 pp | USD11.95 +62.5% | 37 qtrs — |
| 45 | ATLAS FRM LLC | 325.0K +325.0K (+100.0%) | 6.31M +6.3M (+100.0%) | 0.53% +0.531 pp | 0.62% +0.617 pp | USD19.42 +0.0% | 1 qtrs NEW |
| 46 | NORTHERN TRUST CORP | 317.9K +19.4K (+6.5%) | 6.17M +490.7K (+8.6%) | 0.52% +0.014 pp | 0.00% +0.000 pp | USD14.00 +38.7% | 51 qtrs — |
| 47 | JPMORGAN CHASE & CO | 315.1K -168.1K (-34.8%) | 6.12M -3.1M (-33.5%) | 0.51% -0.303 pp | 0.00% 0.000 pp | USD16.33 +18.9% | 51 qtrs — |
| 48 | BANK OF AMERICA CORP /DE/ | 305.5K -249.0K (-44.9%) | 5.93M -4.6M (-43.8%) | 0.50% -0.439 pp | 0.00% 0.000 pp | USD11.73 +65.6% | 52 qtrs — |
| 49 | EMPOWERED FUNDS, LLC | 304.1K -34.2K (-10.1%) | 5.91M -536.4K (-8.3%) | 0.50% -0.076 pp | 0.05% -0.018 pp | USD9.14 +112.5% | 11 qtrs — |
| 50 | CITADEL ADVISORS LLC | 302.1K -250.7K (-45.3%) | 5.87M -4.7M (-44.3%) | 0.49% -0.442 pp | 0.00% -0.001 pp | USD13.38 +45.1% | 36 qtrs — |
| 51 | TUDOR INVESTMENT CORP ET AL | 278.6K -40.5K (-12.7%) | 5.41M -666.0K (-11.0%) | 0.45% -0.085 pp | 0.01% -0.001 pp | USD13.93 +39.4% | 4 qtrs — |
| 52 | PRINCIPAL FINANCIAL GROUP INC | 273.6K -2.1K (-0.8%) | 5.31M +64.0K (+1.2%) | 0.45% -0.020 pp | 0.00% +0.000 pp | USD16.49 +17.8% | 65 qtrs — |
| 53 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 271.4K +— (+0.0%) | 5.27M +103.1K (+2.0%) | 0.44% -0.016 pp | 0.49% -0.055 pp | USD11.41 +70.2% | 8 qtrs — |
| 54 | ANCORA ADVISORS, LLC | 269.1K +4.8K (+1.8%) | 5.23M +192.7K (+3.8%) | 0.44% -0.008 pp | 0.11% +0.007 pp | USD14.06 +38.1% | 4 qtrs — |
| 55 | BANK OF NEW YORK MELLON CORP | 268.3K -26.3K (-8.9%) | 5.21M -398.6K (-7.1%) | 0.44% -0.060 pp | 0.00% 0.000 pp | USD11.38 +70.7% | 66 qtrs — |
| 56 | UNIPLAN INVESTMENT COUNSEL, INC. | 248.8K +28.4K (+12.9%) | 4.83M +634.9K (+15.1%) | 0.41% +0.034 pp | 0.49% +0.074 pp | USD15.23 +27.5% | 4 qtrs — |
| 57 | IRONBRIDGE PRIVATE WEALTH, LLC | 242.2K +— (+0.0%) | 4.61M +— (+0.0%) | 0.40% -0.014 pp | 1.46% +0.005 pp | USD6.53 +197.4% | 21 qtrs — |
| 58 | NEW YORK STATE COMMON RETIREMENT FUND | 234.3K +234.3K (+100.0%) | 4.55M +4.6M (+100.0%) | 0.38% +0.383 pp | 0.01% +0.006 pp | USD19.42 +0.0% | 1 qtrs NEW |
| 59 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 226.5K +15.4K (+7.3%) | 4.40M +379.8K (+9.5%) | 0.37% +0.013 pp | 0.01% -0.001 pp | USD15.57 +24.7% | 3 qtrs — |
| 60 | MARSHALL WACE, LLP | 220.5K -389.2K (-63.8%) | 4.28M -7.3M (-63.1%) | 0.36% -0.671 pp | 0.00% -0.008 pp | USD14.48 +34.1% | 7 qtrs — |
| 61 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 200.8K -25.2K (-11.2%) | 3.90M -403.7K (-9.4%) | 0.33% -0.054 pp | 0.01% -0.003 pp | USD11.78 +64.9% | 58 qtrs — |
| 62 | MANATUCK HILL PARTNERS, LLC | 200.0K -30.0K (-13.0%) | 3.88M -495.2K (-11.3%) | 0.33% -0.062 pp | 1.36% -0.090 pp | USD10.22 +90.0% | 65 qtrs — |
| 63 | EXCHANGE TRADED CONCEPTS, LLC | 196.8K +5.4K (+2.8%) | 3.82M +178.2K (+4.9%) | 0.32% -0.002 pp | 0.03% -0.002 pp | USD11.75 +65.3% | 10 qtrs — |
| 64 | EAM INVESTORS, LLC | 191.8K -3.8K (-1.9%) | 3.72M +60.9K (+1.7%) | 0.31% -0.018 pp | 0.41% -0.005 pp | USD19.04 +2.0% | 4 qtrs — |
| 65 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 182.6K -479.0 (-0.3%) | 3.55M +60.3K (+1.7%) | 0.30% -0.011 pp | 0.02% -0.001 pp | USD14.21 +36.7% | 5 qtrs — |
| 66 | GILDER GAGNON HOWE & CO LLC | 180.3K -1.4K (-0.8%) | 3.50M +42.5K (+1.2%) | 0.29% -0.013 pp | 0.04% +0.002 pp | USD16.03 +21.1% | 3 qtrs — |
| 67 | JANNEY MONTGOMERY SCOTT LLC | 174.7K +82.0 (+0.0%) | 3.39M +68.0K (+2.0%) | 0.29% -0.010 pp | 0.01% 0.000 pp | USD14.82 +31.0% | 11 qtrs — |
| 68 | REQUISITE CAPITAL MANAGEMENT, LLC | 173.6K +1.4K (+0.8%) | 3.37M +92.4K (+2.8%) | 0.28% -0.008 pp | 0.64% +0.089 pp | USD7.45 +160.7% | 22 qtrs — |
| 69 | AQR CAPITAL MANAGEMENT LLC | 171.9K +66.5K (+63.1%) | 3.34M +1.3M (+66.3%) | 0.28% +0.102 pp | 0.00% +0.001 pp | USD15.86 +22.4% | 22 qtrs — |
| 70 | LEGAL & GENERAL GROUP PLC | 170.9K -2.1K (-1.2%) | 3.32M +24.1K (+0.7%) | 0.28% -0.014 pp | 0.00% +0.000 pp | USD10.16 +91.1% | 46 qtrs — |
| 71 | TRIASIMA PORTFOLIO MANAGEMENT INC. | 170.7K -1.3K (-0.7%) | 3.32M +40.6K (+1.2%) | 0.28% -0.012 pp | 0.50% +0.002 pp | USD16.43 +18.2% | 4 qtrs — |
| 72 | INTECH INVESTMENT MANAGEMENT LLC | 164.3K +1.6K (+1.0%) | 3.19M +92.7K (+3.0%) | 0.27% -0.007 pp | 0.03% +0.001 pp | USD14.57 +33.3% | 6 qtrs — |
| 73 | LPL FINANCIAL LLC | 163.6K +124.8K (+322.0%) | 3.18M +2.4M (+330.4%) | 0.27% +0.202 pp | 0.00% +0.001 pp | USD18.50 +5.0% | 6 qtrs — |
| 74 | AMERIPRISE FINANCIAL INC | 162.4K -8.1K (-4.7%) | 3.15M -91.7K (-2.8%) | 0.27% -0.023 pp | 0.00% +0.000 pp | USD6.91 +181.0% | 56 qtrs — |
| 75 | ROYAL BANK OF CANADA | 154.8K +25.3K (+19.5%) | 3.01M +541.0K (+21.9%) | 0.25% +0.034 pp | 0.00% +0.000 pp | USD14.40 +34.9% | 44 qtrs — |
| 76 | AMERICAN CENTURY COMPANIES INC | 150.8K -73.2K (-32.7%) | 2.93M -1.3M (-31.3%) | 0.25% -0.133 pp | 0.00% -0.001 pp | USD10.60 +83.2% | 19 qtrs — |
| 77 | VESTCOR INC | 150.4K +— (+0.0%) | 2.92M +57.0K (+2.0%) | 0.25% -0.009 pp | 0.08% -0.002 pp | USD14.32 +35.6% | 4 qtrs — |
| 78 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 142.0K -5.1K (-3.5%) | 2.76M -43.3K (-1.5%) | 0.23% -0.017 pp | 0.02% -0.001 pp | USD10.57 +83.7% | 15 qtrs — |
| 79 | RAYMOND JAMES FINANCIAL INC | 139.7K -1.2K (-0.9%) | 2.71M +29.9K (+1.1%) | 0.23% -0.010 pp | 0.00% +0.000 pp | USD13.00 +49.4% | 5 qtrs — |
| 80 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 139.0K +139.0K (+100.0%) | 2.70M +2.7M (+100.0%) | 0.23% +0.227 pp | 0.00% +0.002 pp | USD19.42 +0.0% | 3 qtrs — |
| 81 | DIVISADERO STREET CAPITAL MANAGEMENT, LP | 138.5K +— (+0.0%) | 2.69M +52.6K (+2.0%) | 0.23% -0.008 pp | 0.13% +0.011 pp | USD14.46 +34.3% | 6 qtrs — |
| 82 | FJ CAPITAL MANAGEMENT LLC | 133.5K +133.5K (+100.0%) | 2.59M +2.6M (+100.0%) | 0.22% +0.218 pp | 0.29% +0.286 pp | USD19.42 +0.0% | 3 qtrs — |
| 83 | SWISS NATIONAL BANK | 114.2K +14.4K (+14.4%) | 2.22M +317.6K (+16.7%) | 0.19% +0.018 pp | 0.00% +0.000 pp | USD9.57 +102.9% | 13 qtrs — |
| 84 | FORTRESS PRIVATE LEDGER, LLC | 114.0K -6.9K (-5.7%) | 2.21M -88.2K (-3.8%) | 0.19% -0.018 pp | 0.73% -0.110 pp | USD12.22 +58.9% | 5 qtrs — |
| 85 | JACKSON CREEK INVESTMENT ADVISORS LLC | 111.9K +18.4K (+19.6%) | 2.17M +392.0K (+22.0%) | 0.18% +0.025 pp | 0.64% +0.127 pp | USD19.10 +1.7% | 4 qtrs — |
| 86 | SEI INVESTMENTS CO | 110.0K +40.1K (+57.4%) | 2.14M +806.0K (+60.6%) | 0.18% +0.062 pp | 0.00% +0.001 pp | USD15.00 +29.5% | 14 qtrs — |
| 87 | ENGINEERS GATE MANAGER LP | 106.5K +36.9K (+52.9%) | 2.07M +742.2K (+55.9%) | 0.17% +0.056 pp | 0.02% +0.009 pp | USD18.04 +7.6% | 11 qtrs — |
| 88 | CRESSET ASSET MANAGEMENT, LLC | 101.0K +197.0 (+0.2%) | 1.96M +42.1K (+2.2%) | 0.17% -0.006 pp | 0.01% +0.000 pp | USD14.15 +37.2% | 3 qtrs — |
| 89 | L & S ADVISORS INC | 99.8K +99.8K (+100.0%) | 1.94M +1.9M (+100.0%) | 0.16% +0.163 pp | 0.18% +0.179 pp | USD19.42 +0.0% | 1 qtrs NEW |
| 90 | SCHONFELD STRATEGIC ADVISORS LLC | 93.3K +3.5K (+3.8%) | 1.81M +101.2K (+5.9%) | 0.15% +0.000 pp | 0.01% -0.002 pp | USD14.05 +38.2% | 11 qtrs — |
| 91 | STERLING CAPITAL MANAGEMENT LLC | 89.2K +— (+0.0%) | 1.73M +33.9K (+2.0%) | 0.15% -0.005 pp | 0.03% +0.003 pp | USD13.50 +43.9% | 6 qtrs — |
| 92 | PERRITT CAPITAL MANAGEMENT INC | 80.4K +— (+0.0%) | 1.56M +30.6K (+2.0%) | 0.13% -0.005 pp | 2.61% +1.885 pp | USD8.27 +134.8% | 13 qtrs — |
| 93 | SENTINUS, LLC | 80.4K +80.4K (+100.0%) | 1.56M +1.6M (+100.0%) | 0.13% +0.131 pp | 0.15% +0.150 pp | USD19.42 +0.0% | 1 qtrs NEW |
| 94 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 79.8K -1.1K (-1.4%) | 1.55M +9.0K (+0.6%) | 0.13% -0.007 pp | 0.00% +0.000 pp | USD14.77 +31.5% | 51 qtrs — |
| 95 | VOYA INVESTMENT MANAGEMENT LLC | 79.7K +1.6K (+2.0%) | 1.55M +60.6K (+4.1%) | 0.13% -0.002 pp | 0.00% +0.000 pp | USD11.15 +74.2% | 51 qtrs — |
| 96 | UBS ASSET MANAGEMENT AMERICAS INC | 77.8K +7.0K (+9.9%) | 1.51M +162.7K (+12.1%) | 0.13% +0.007 pp | 0.00% +0.000 pp | USD11.45 +69.6% | 13 qtrs — |
| 97 | RHUMBLINE ADVISERS | 75.9K -6.0K (-7.3%) | 1.47M -85.6K (-5.5%) | 0.12% -0.015 pp | 0.00% 0.000 pp | USD10.87 +78.7% | 51 qtrs — |
| 98 | RITHOLTZ WEALTH MANAGEMENT | 74.6K +2.5K (+3.5%) | 1.45M +76.1K (+5.5%) | 0.12% 0.000 pp | 0.03% 0.000 pp | USD14.77 +31.5% | 4 qtrs — |
| 99 | TEACHER RETIREMENT SYSTEM OF TEXAS | 73.8K -4.3K (-5.5%) | 1.43M -53.4K (-3.6%) | 0.12% -0.012 pp | 0.01% -0.001 pp | USD10.55 +84.1% | 13 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco Dorsey Wright Consumer Staples Momentum ETF PSL | 1.46% | 1.24M | 0.74% |
| 2 | Invesco S&P SmallCap 600 Revenue ETF RZG | 1.35% | 1.94M | 0.35% |
| 3 | ETC 6 Meridian Small Cap Equity ETF SIXS | 1.34% | 1.42M | 0.52% |
| 4 | Even Herd Long Short ETF EHLS | 1.30% | 784.3K | 2.62% |
| 5 | Inspire Fidelis Multi Factor ETF FDLS | 1.05% | 2.42M | 0.66% |
| 6 | First Trust Multi-Manager Small Cap Opportunities ETF MMSC | 0.85% | 449.8K | 0.95% |
| 7 | Invesco S&P SmallCap Momentum ETF XSMO | 0.78% | 23.87M | 0.36% |
| 8 | Invesco S&P SmallCap Value with Momentum ETF XSVM | 0.72% | 4.72M | 0.37% |
| 9 | Invesco Dorsey Wright SmallCap Momentum ETF DWAS | 0.58% | 2.73M | 0.60% |
| 10 | Hartford Multifactor Small Cap ETF ROSC | 0.58% | 353.5K | 0.34% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-20 | APPEL MATTHEW W | Director | S-Sale | D | Class A Non-Voting Common Stock | 15,037 | 33.25 | 500.0K | 124,975 | D | ↗ |
| 2026-05-12 | Kulas Jason A. | Director | S-Sale | D | Class A Non-Voting Common Stock | 20,000 | 33.56 | 671.2K | 172,948 | I | ↗ |
| 2026-03-26 | Tillett Gary | Director | A-Award | A | Class A Non-Voting Common Stock | 6,641 | 25.60 | 170.0K | 140,124 | I | ↗ |
| 2026-03-26 | Kulas Jason A. | Director | A-Award | A | Class A Non-Voting Common Stock | 6,641 | 25.60 | 170.0K | 192,948 | I | ↗ |
| 2026-03-26 | ESPINOSA PABLO LAGOS | Director | A-Award | A | Class A Non-Voting Common Stock | 6,641 | 25.60 | 170.0K | 227,543 | I | ↗ |
| 2026-03-26 | Arnold Zena Srivatsa | Director | A-Award | A | Class A Non-Voting Common Stock | 6,641 | 25.60 | 170.0K | 160,124 | D | ↗ |
| 2026-03-26 | APPEL MATTHEW W | Director | A-Award | A | Class A Non-Voting Common Stock | 6,641 | 25.60 | 170.0K | 140,012 | D | ↗ |
| 2026-03-02 | Sajnani Sunil | Officer | S-Sale | D | Class A Non-Voting Common Stock | 18,353 | 26.76 | 491.1K | 85,249 | D | ↗ |
| 2026-02-23 | Tillett Gary | Director | S-Sale | D | Class A Non-Voting Common Stock | 10,000 | 25.50 | 255.0K | 133,483 | D | ↗ |
| 2026-02-19 | ESPINOSA PABLO LAGOS | Director | S-Sale | D | Class A Non-Voting Common Stock | 20,000 | 25.00 | 500.0K | 208,177 | I | ↗ |
| 2026-02-18 | Tillett Gary | Director | S-Sale | D | Class A Non-Voting Common Stock | 10,000 | 25.00 | 250.0K | 143,483 | D | ↗ |
| 2026-02-17 | Swies Nicole | Officer | S-Sale | D | Class A Non-Voting Common Stock | 24,138 | 24.75 | 597.4K | 115,266 | D | ↗ |
| 2026-02-17 | Bryant Ellen H | Officer | S-Sale | D | Class A Non-Voting Common Stock | 20,000 | 25.00 | 500.0K | 147,786 | D | ↗ |
| 2025-11-19 | VANROEKEL LISA | Officer | A-Award | A | Restricted Stock Units | 16,317 | 0.00 | — | 172,834 | D | ↗ |
| 2025-11-19 | Swies Nicole | Officer | M-Exempt | D | Restricted Stock Units | 60,007 | 0.00 | — | 88,002 | D | ↗ |
| 2025-11-19 | Sajnani Sunil | Officer | M-Exempt | D | Restricted Stock Units | 49,388 | 0.00 | — | 81,754 | D | ↗ |
| 2025-11-19 | Powell John Blair Jr. | Officer | M-Exempt | A | Class A Non-Voting Common Stock | 145,522 | 17.82 | 2.59M | 291,505 | D | ↗ |
| 2025-11-19 | Jugmans Timothy | Officer | A-Award | A | Restricted Stock Units | 29,482 | 0.00 | — | 348,968 | D | ↗ |
| 2025-11-19 | Given Lachlan P | Director / Officer | A-Award | A | Restricted Stock Units | 110,155 | 0.00 | — | 1,224,715 | D | ↗ |
| 2025-11-19 | Croney Michael James | Officer | A-Award | A | Restricted Stock Units | 702 | 0.00 | — | 13,242 | D | ↗ |
| 2025-11-19 | Bryant Ellen H | Officer | M-Exempt | D | Restricted Stock Units | 53,622 | 0.00 | — | 122,409 | D | ↗ |
| 2025-11-12 | VANROEKEL LISA | Officer | A-Award | A | Restricted Stock Units | 26,261 | 0.00 | — | 156,517 | D | ↗ |
| 2025-11-12 | Swies Nicole | Officer | A-Award | A | Restricted Stock Units | 13,918 | 0.00 | — | 132,699 | D | ↗ |
| 2025-11-12 | Sajnani Sunil | Officer | A-Award | A | Restricted Stock Units | 14,706 | 0.00 | — | 117,989 | D | ↗ |
| 2025-11-12 | Powell John Blair Jr. | Officer | A-Award | A | Restricted Stock Units | 84,034 | 0.00 | — | 470,259 | D | ↗ |
| 2025-11-12 | Jugmans Timothy | Officer | A-Award | A | Restricted Stock Units | 73,529 | 0.00 | — | 319,486 | D | ↗ |
| 2025-11-12 | Given Lachlan P | Director / Officer | A-Award | A | Restricted Stock Units | 210,084 | 0.00 | — | 1,114,560 | D | ↗ |
| 2025-11-12 | Fugitt James W. | Officer | A-Award | A | Restricted Stock Units | 18,382 | 0.00 | — | 18,382 | D | ↗ |
| 2025-11-12 | Croney Michael James | Officer | A-Award | A | Restricted Stock Units | 5,515 | 0.00 | — | 12,540 | D | ↗ |
| 2025-11-12 | Bryant Ellen H | Officer | A-Award | A | Restricted Stock Units | 30,200 | 0.00 | — | 160,011 | D | ↗ |
| 2025-09-19 | APPEL MATTHEW W | Director | S-Sale | D | Class A Non-Voting Common Stock | 9,038 | 18.02 | 162.8K | 133,371 | D | ↗ |
| 2025-09-08 | APPEL MATTHEW W | Director | S-Sale | D | Class A Non-Voting Common Stock | 9,000 | 17.03 | 153.2K | 142,409 | D | ↗ |
| 2025-08-27 | Fugitt James W. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-06-10 | Powell John Blair Jr. | Officer | S-Sale | D | Class A Non-Voting Common Stock | 3,500 | 13.81 | 48.3K | 145,983 | D | ↗ |
| 2025-05-22 | Powell John Blair Jr. | Officer | S-Sale | D | Class A Non-Voting Common Stock | 10,000 | 13.26 | 132.6K | 149,483 | D | ↗ |
| 2025-05-15 | Powell John Blair Jr. | Officer | S-Sale | D | Class A Non-Voting Common Stock | 10,000 | 13.73 | 137.3K | 159,483 | D | ↗ |
| 2025-05-13 | Powell John Blair Jr. | Officer | S-Sale | D | Class A Non-Voting Common Stock | 20,000 | 14.17 | 283.4K | 169,483 | D | ↗ |
| 2025-05-08 | Powell John Blair Jr. | Officer | S-Sale | D | Class A Non-Voting Common Stock | 42,500 | 14.55 | 618.4K | 189,483 | D | ↗ |
| 2025-03-13 | Tillett Gary | Director | A-Award | A | Class A Non-Voting Common Stock | 12,725 | 13.36 | 170.0K | 153,483 | D | ↗ |
| 2025-03-13 | Kulas Jason A. | Director | A-Award | A | Class A Non-Voting Common Stock | 12,725 | 13.36 | 170.0K | 12,725 | D | ↗ |
| 2025-03-13 | ESPINOSA PABLO LAGOS | Director | A-Award | A | Class A Non-Voting Common Stock | 12,725 | 13.36 | 170.0K | 12,275 | D | ↗ |
| 2025-03-13 | Arnold Zena Srivatsa | Director | A-Award | A | Class A Non-Voting Common Stock | 12,725 | 13.36 | 170.0K | 153,483 | D | ↗ |
| 2025-03-13 | APPEL MATTHEW W | Director | A-Award | A | Class A Non-Voting Common Stock | 12,725 | 13.36 | 170.0K | 151,409 | D | ↗ |
| 2025-02-10 | Croney Michael James | Officer | — | — | Restricted Stock Units | 11,039 | 11.21 | 123.7K | 0 | D | ↗ |
| 2025-01-01 | Vigiolto Damon | Officer | — | — | Class A Non-Voting Common Stock | 0 | 0.00 | — | 63,174 | D | ↗ |
| 2024-12-05 | Swies Nicole | Officer | S-Sale | D | Class A Non-Voting Common Stock | 10,000 | 12.47 | 124.7K | 101,813 | D | ↗ |
| 2024-11-22 | Sajnani Sunil | Officer | S-Sale | D | Class A Non-Voting Common Stock | 34,493 | 12.42 | 428.4K | 66,242 | D | ↗ |
| 2024-11-15 | VANROEKEL LISA | Officer | A-Award | A | Restricted Stock Units | 35,682 | 0.00 | — | 130,256 | D | ↗ |
| 2024-11-15 | Swies Nicole | Officer | A-Award | A | Restricted Stock Units | 23,639 | 0.00 | — | 118,781 | D | ↗ |
| 2024-11-15 | Sajnani Sunil | Officer | A-Award | A | Restricted Stock Units | 24,977 | 0.00 | — | 103,283 | D | ↗ |
| 2024-11-15 | Powell John Blair Jr. | Officer | A-Award | A | Restricted Stock Units | 107,047 | 0.00 | — | 386,225 | D | ↗ |
| 2024-11-15 | Jugmans Timothy | Officer | A-Award | A | Restricted Stock Units | 80,285 | 0.00 | — | 245,957 | D | ↗ |
| 2024-11-15 | Hicks Robert J | Officer | A-Award | A | Restricted Stock Units | 6,690 | 0.00 | — | 34,731 | D | ↗ |
| 2024-11-15 | Given Lachlan P | Director / Officer | A-Award | A | Restricted Stock Units | 267,618 | 0.00 | — | 904,476 | D | ↗ |
| 2024-11-15 | Bryant Ellen H | Officer | A-Award | A | Restricted Stock Units | 40,142 | 0.00 | — | 129,811 | D | ↗ |
| 2024-11-12 | VANROEKEL LISA | Officer | F-InKind | D | Class A Non-Voting Common Stock | 23,427 | 11.77 | 275.7K | 85,063 | D | ↗ |
| 2024-11-12 | Swies Nicole | Officer | A-Award | A | Restricted Stock Units | 2,721 | 0.00 | — | 159,555 | D | ↗ |
| 2024-11-12 | Sajnani Sunil | Officer | A-Award | A | Restricted Stock Units | 2,239 | 0.00 | — | 131,320 | D | ↗ |
| 2024-11-12 | Robertson Keith John | Officer | F-InKind | D | Class A Non-Voting Common Stock | 29,635 | 11.77 | 348.8K | 120,891 | D | ↗ |
| 2024-11-12 | Powell John Blair Jr. | Officer | A-Award | A | Restricted Stock Units | 9,599 | 0.00 | — | 415,346 | D | ↗ |
| 2024-11-12 | Jugmans Timothy | Officer | A-Award | A | Restricted Stock Units | 5,599 | 0.00 | — | 249,271 | D | ↗ |
| 2024-11-12 | Hicks Robert J | Officer | A-Award | A | Restricted Stock Units | 2,588 | 0.00 | — | 39,822 | D | ↗ |
| 2024-11-12 | Given Lachlan P | Director / Officer | F-InKind | D | Class A Non-Voting Common Stock | 176,828 | 11.77 | 2.08M | 659,753 | D | ↗ |
| 2024-11-12 | Bryant Ellen H | Officer | M-Exempt | A | Class A Non-Voting Common Stock | 35,027 | 11.77 | 412.3K | 149,050 | D | ↗ |
| 2024-10-01 | Powell John Blair Jr. | Officer | F-InKind | D | Class A Non-Voting Common Stock | 3,700 | 11.21 | 41.5K | 146,674 | D | ↗ |
| 2024-09-30 | Hicks Robert J | Officer | — | D | Restricted Stock Units | 9,907 | 0.00 | — | 0 | — | ↗ |
| 2024-05-15 | APPEL MATTHEW W | Director | S-Sale | D | Class A Non-Voting Common Stock | 26,490 | 10.32 | 273.3K | 138,684 | — | ↗ |
| 2024-04-01 | Swies Nicole | Officer | S-Sale | D | Class A Non-Voting Common Stock | 2,250 | 11.38 | 25.6K | 71,458 | — | ↗ |
| 2024-03-21 | Tillett Gary | Director | A-Award | A | Class A Non-Voting Common Stock | 15,037 | 10.64 | 160.0K | 140,758 | — | ↗ |
| 2024-03-21 | Kulas Jason A. | Director | A-Award | A | Class A Non-Voting Common Stock | 15,037 | 10.64 | 160.0K | 59,565 | — | ↗ |
| 2024-03-21 | ESPINOSA PABLO LAGOS | Director | A-Award | A | Class A Non-Voting Common Stock | 15,037 | 10.64 | 160.0K | 228,177 | — | ↗ |
| 2024-03-21 | Arnold Zena Srivatsa | Director | A-Award | A | Class A Non-Voting Common Stock | 15,037 | 10.64 | 160.0K | 140,758 | — | ↗ |
| 2024-03-21 | APPEL MATTHEW W | Director | A-Award | A | Class A Non-Voting Common Stock | 15,037 | 10.64 | 160.0K | 165,174 | — | ↗ |
| 2024-03-04 | ESPINOSA PABLO LAGOS | Director | S-Sale | D | Class A Non-Voting Common Stock | 20,000 | 10.33 | 206.7K | 213,140 | — | ↗ |
| 2024-02-29 | Swies Nicole | Officer | S-Sale | D | Class A Non-Voting Common Stock | 9,000 | 10.59 | 95.3K | 73,708 | — | ↗ |
| 2024-02-01 | APPEL MATTHEW W | Director | S-Sale | D | Class A Non-Voting Common Stock | 3,454 | 9.64 | 33.3K | 186,646 | — | ↗ |
| 2024-01-02 | Swies Nicole | Officer | S-Sale | D | Class A Non-Voting Common Stock | 2,250 | 8.73 | 19.6K | 82,708 | — | ↗ |
| 2023-12-22 | APPEL MATTHEW W | Director | S-Sale | D | Class A Non-Voting Common Stock | 1,200 | 9.01 | 10.8K | 190,100 | — | ↗ |
| 2023-12-21 | APPEL MATTHEW W | Director | S-Sale | D | Class A Non-Voting Common Stock | 3,914 | 9.02 | 35.3K | 191,300 | — | ↗ |
| 2023-12-20 | APPEL MATTHEW W | Director | S-Sale | D | Class A Non-Voting Common Stock | 8,226 | 9.03 | 74.3K | 195,214 | — | ↗ |
| 2023-11-20 | VANROEKEL LISA | Officer | A-Award | A | Restricted Stock Units | 42,424 | 0.00 | — | 143,935 | — | ↗ |
| 2023-11-20 | Swies Nicole | Officer | A-Award | A | Restricted Stock Units | 41,236 | 0.00 | — | 148,979 | — | ↗ |
| 2023-11-20 | Sajnani Sunil | Officer | A-Award | A | Restricted Stock Units | 33,939 | 0.00 | — | 122,617 | — | ↗ |
| 2023-11-20 | Robertson Keith John | Officer | A-Award | A | Restricted Stock Units | 41,339 | 0.00 | — | 129,620 | — | ↗ |
| 2023-11-20 | Powell John Blair Jr. | Officer | A-Award | A | Restricted Stock Units | 145,454 | 0.00 | — | 388,236 | — | ↗ |
| 2023-11-20 | Jugmans Timothy | Officer | A-Award | A | Restricted Stock Units | 84,848 | 0.00 | — | 232,979 | — | ↗ |
| 2023-11-20 | Hicks Robert J | Officer | A-Award | A | Restricted Stock Units | 9,090 | 0.00 | — | 32,842 | — | ↗ |
| 2023-11-20 | Given Lachlan P | Director / Officer | A-Award | A | Restricted Stock Units | 315,151 | 0.00 | — | 816,759 | — | ↗ |
| 2023-11-20 | Bryant Ellen H | Officer | A-Award | A | Restricted Stock Units | 41,212 | 0.00 | — | 116,687 | — | ↗ |
| 2023-11-14 | VANROEKEL LISA | Officer | M-Exempt | A | Class A Non-Voting Common Stock | 80,716 | 8.52 | 687.7K | 80,716 | — | ↗ |
| 2023-11-14 | Swies Nicole | Officer | M-Exempt | A | Class A Non-Voting Common Stock | 85,327 | 8.52 | 727.0K | 118,534 | — | ↗ |
| 2023-11-14 | Sajnani Sunil | Officer | A-Award | A | Restricted Stock Units | 15,703 | 0.00 | — | 169,394 | — | ↗ |
| 2023-11-14 | Robertson Keith John | Officer | A-Award | A | Restricted Stock Units | 15,322 | 0.00 | — | 165,537 | — | ↗ |
| 2023-11-14 | Powell John Blair Jr. | Officer | F-InKind | D | Class A Non-Voting Common Stock | 34,030 | 8.52 | 289.9K | 140,467 | — | ↗ |
| 2023-11-14 | Jugmans Timothy | Officer | A-Award | A | Restricted Stock Units | 22,099 | 0.00 | — | 233,458 | — | ↗ |
| 2023-11-14 | Hicks Robert J | Officer | F-InKind | D | Class A Non-Voting Common Stock | 4,386 | 8.52 | 37.4K | 13,630 | — | ↗ |
| 2023-11-14 | Given Lachlan P | Director / Officer | M-Exempt | A | Class A Non-Voting Common Stock | 172,962 | 8.52 | 1.47M | 656,370 | — | ↗ |
| 2023-11-14 | Bryant Ellen H | Officer | M-Exempt | A | Class A Non-Voting Common Stock | 50,448 | 8.52 | 429.8K | 133,874 | — | ↗ |
| 2023-10-02 | Swies Nicole | Officer | S-Sale | D | Class A Non-Voting Common Stock | 2,250 | 8.26 | 18.6K | 35,457 | — | ↗ |
| 2023-10-02 | Powell John Blair Jr. | Officer | F-InKind | D | Class A Non-Voting Common Stock | 3,700 | 8.25 | 30.5K | 88,015 | — | ↗ |
| 2023-08-22 | Swies Nicole | Officer | S-Sale | D | Class A Non-Voting Common Stock | 2,250 | 8.54 | 19.2K | 33,207 | — | ↗ |
| 2023-03-03 | Tillett Gary | Director | A-Award | A | Class A Non-Voting Common Stock | 18,038 | 8.87 | 160.0K | 125,721 | — | ↗ |
| 2023-03-03 | Kulas Jason A. | Director | A-Award | A | Class A Non-Voting Common Stock | 18,038 | 8.87 | 160.0K | 44,528 | — | ↗ |
| 2023-03-03 | ESPINOSA PABLO LAGOS | Director | A-Award | A | Class A Non-Voting Common Stock | 18,038 | 8.87 | 160.0K | 233,140 | — | ↗ |
| 2023-03-03 | Arnold Zena Srivatsa | Director | A-Award | A | Class A Non-Voting Common Stock | 18,038 | 8.87 | 160.0K | 125,721 | — | ↗ |
| 2023-03-03 | APPEL MATTHEW | Director | A-Award | A | Class A Non-Voting Common Stock | 18,038 | 8.87 | 160.0K | 203,440 | — | ↗ |
| 2022-11-16 | Welch Thomas H JR | Officer | M-Exempt | D | Restricted Stock Units | 50,773 | 0.00 | — | 119,404 | D | ↗ |
| 2022-11-16 | VANROEKEL LISA | Officer | A-Award | A | Restricted Stock Units | 6,923 | 0.00 | — | 165,226 | — | ↗ |
| 2022-11-16 | Swies Nicole | Officer | A-Award | A | Restricted Stock Units | 7,490 | 0.00 | — | 175,016 | — | ↗ |
| 2022-11-16 | Sajnani Sunil | Officer | M-Exempt | A | No securities beneficially held | 19,249 | 9.85 | 189.6K | 19,249 | — | ↗ |
| 2022-11-16 | Robertson Keith John | Officer | F-InKind | D | Class A Non-Voting Common Stock | 10,101 | 9.85 | 99.5K | 41,339 | — | ↗ |
| 2022-11-16 | Powell John Blair Jr. | Officer | A-Award | A | Restricted Stock Units | 15,834 | 0.00 | — | 297,364 | — | ↗ |
| 2022-11-16 | Jugmans Timothy | Officer | A-Award | A | Restricted Stock Units | 9,721 | 0.00 | — | 211,359 | — | ↗ |
| 2022-11-16 | Hicks Robert J | Officer | A-Award | A | Restricted Stock Units | 1,651 | 0.00 | — | 37,852 | — | ↗ |
| 2022-11-16 | Given Lachlan P | Officer | A-Award | A | Restricted Stock Units | 27,434 | 0.00 | — | 610,483 | — | ↗ |
| 2022-11-16 | Bryant Ellen H | Officer | M-Exempt | D | Restricted Stock Units | 25,599 | 9.85 | 252.2K | 104,457 | — | ↗ |
| 2022-10-11 | VANROEKEL LISA | Officer | A-Award | A | Restricted Stock Units | 42,542 | 7.71 | 328.0K | 149,025 | — | ↗ |
| 2022-10-11 | Swies Nicole | Officer | A-Award | A | Restricted Stock Units | 44,124 | 7.71 | 340.2K | 177,067 | — | ↗ |
| 2022-10-11 | Sajnani Sunil | Officer | A-Award | A | Restricted Stock Units | 36,316 | 7.71 | 280.0K | 157,497 | — | ↗ |
| 2022-10-11 | Robertson Keith John | Officer | A-Award | A | Restricted Stock Units | 37,872 | 7.71 | 292.0K | 176,920 | — | ↗ |
| 2022-10-11 | Powell John Blair Jr. | Officer | A-Award | A | Restricted Stock Units | 107,003 | 7.71 | 825.0K | 306,263 | — | ↗ |
| 2022-10-11 | Jugmans Timothy | Officer | A-Award | A | Restricted Stock Units | 64,850 | 7.71 | 500.0K | 209,536 | — | ↗ |
| 2022-10-11 | Hicks Robert J | Officer | A-Award | A | Restricted Stock Units | 9,727 | 7.71 | 75.0K | 34,130 | — | ↗ |
| 2022-10-11 | Given Lachlan P | Officer | A-Award | A | Restricted Stock Units | 259,403 | 7.71 | 2.00M | 637,471 | — | ↗ |
| 2022-10-11 | Bryant Ellen H | Officer | A-Award | A | Restricted Stock Units | 39,429 | 7.71 | 304.0K | 130,056 | — | ↗ |
| 2022-10-01 | Bryant Ellen H | Officer | — | D | Restricted Stock Units | 25,599 | 6.46 | 165.4K | 0 | — | ↗ |
| 2022-09-30 | Powell John Blair Jr. | Officer | F-InKind | D | Class A Non-Voting Common Stock | 2,412 | 7.71 | 18.6K | 80,593 | — | ↗ |
| 2022-03-07 | VANROEKEL LISA | Officer | A-Award | A | Restricted Stock Units | 4,551 | 0.00 | — | 97,205 | — | ↗ |
| 2022-03-07 | Tillett Gary | Director | A-Award | A | Class A Non-Voting Common Stock | 26,490 | 6.04 | 160.0K | 107,683 | — | ↗ |
| 2022-03-07 | Powell John Blair Jr. | Officer | A-Award | A | Restricted Stock Units | 35,558 | 0.00 | — | 189,319 | — | ↗ |
| 2022-03-07 | Kulas Jason A. | Director | A-Award | A | Class A Non-Voting Common Stock | 26,490 | 6.04 | 160.0K | 140,507 | — | ↗ |
| 2022-03-07 | Jugmans Timothy | Officer | A-Award | A | Restricted Stock Units | 2,844 | 0.00 | — | 134,878 | — | ↗ |
| 2022-03-07 | Given Lachlan P | Officer | A-Award | A | Restricted Stock Units | 85,340 | 0.00 | — | 358,187 | — | ↗ |
| 2022-03-07 | ESPINOSA PABLO LAGOS | Director | A-Award | A | Class A Non-Voting Common Stock | 26,490 | 6.04 | 160.0K | 215,102 | — | ↗ |
| 2022-03-07 | Arnold Zena Srivatsa | Director | A-Award | A | Class A Non-Voting Common Stock | 26,490 | 6.04 | 160.0K | 107,683 | — | ↗ |
| 2022-03-07 | APPEL MATTHEW | Director | A-Award | A | Class A Non-Voting Common Stock | 26,490 | 6.04 | 160.0K | 185,402 | — | ↗ |
| 2021-11-17 | Welch Thomas H JR | Officer | F-InKind | D | Class A Non-Voting Common Stock | 11,927 | 7.83 | 93.4K | 159,476 | — | ↗ |
| 2021-11-17 | VANROEKEL LISA | Officer | A-Award | A | Restricted Stock Units | 9,278 | 5.03 | 46.7K | 106,483 | — | ↗ |
| 2021-11-17 | Swies Nicole | Officer | M-Exempt | D | Restricted Stock Units | 11,682 | 7.83 | 91.5K | 123,135 | — | ↗ |
| 2021-11-17 | Sajnani Sunil | Officer | A-Award | A | Restricted Stock Units | 9,278 | 5.03 | 46.7K | 121,181 | — | ↗ |
| 2021-11-17 | Robertson Keith John | Officer | F-InKind | D | Class A Non-Voting Common Stock | 3,204 | 783.00 | 2.51M | 9,954 | — | ↗ |
| 2021-11-17 | Powell John Blair Jr. | Officer | M-Exempt | A | Class A Non-Voting Common Stock | 13,083 | 7.83 | 102.4K | 84,505 | — | ↗ |
| 2021-11-17 | Jugmans Timothy | Officer | M-Exempt | D | Restricted Stock Units | 10,690 | 7.83 | 83.7K | 132,034 | — | ↗ |
| 2021-11-17 | Hicks Robert J | Officer | A-Award | A | Restricted Stock Units | 2,071 | 5.03 | 10.4K | 24,403 | — | ↗ |
| 2021-11-17 | Given Lachlan P | Officer | M-Exempt | D | Restricted Stock Units | 70,093 | 7.83 | 548.8K | 272,847 | — | ↗ |
| 2021-10-13 | Welch Thomas H JR | Officer | A-Award | A | Restricted Stock Units | 43,328 | 0.00 | — | 191,240 | — | ↗ |
| 2021-10-13 | VANROEKEL LISA | Officer | A-Award | A | Restricted Stock Units | 36,988 | 0.00 | — | 92,654 | — | ↗ |
| 2021-10-13 | Swies Nicole | Officer | A-Award | A | Restricted Stock Units | 44,940 | 0.00 | — | 134,817 | — | ↗ |
| 2021-10-13 | Sajnani Sunil | Officer | A-Award | A | Restricted Stock Units | 36,988 | 0.00 | — | 111,903 | — | ↗ |
| 2021-10-13 | Robertson Keith John | Officer | A-Award | A | Restricted Stock Units | 35,402 | 0.00 | — | 143,326 | — | ↗ |
| 2021-10-13 | Powell John Blair Jr. | Officer | A-Award | A | Class A Non-Voting Common Stock | 29,722 | 7.57 | 225.0K | 71,422 | — | ↗ |
| 2021-10-13 | Kuthy Francisco | Officer | A-Award | A | Restricted Stock Units | 39,630 | 0.00 | — | 206,049 | — | ↗ |
| 2021-10-13 | Kulas Jason A. | Director / Officer | A-Award | A | Restricted Stock Units | 280,713 | 0.00 | — | 663,709 | — | ↗ |
| 2021-10-13 | Jugmans Timothy | Officer | A-Award | A | Restricted Stock Units | 55,482 | 0.00 | — | 142,724 | — | ↗ |
| 2021-10-13 | Given Lachlan P | Officer | A-Award | A | Restricted Stock Units | 79,260 | 0.00 | — | 342,940 | — | ↗ |
| 2021-09-30 | Swies Nicole | Officer | — | D | Class A Non-Voting Common Stock | 14,018 | 0.00 | — | 0 | — | ↗ |
| 2021-05-03 | Kulas Jason A. | Director / Officer | P-Purchase | A | Class A Non-Voting Common Stock | 1,000 | 5.75 | 5.8K | 114,017 | — | ↗ |
| 2021-04-01 | Kulas Jason A. | Director / Officer | P-Purchase | A | Class A Non-Voting Common Stock | 1,000 | 5.05 | 5.1K | 113,017 | — | ↗ |
| 2021-03-02 | Kulas Jason A. | Director / Officer | P-Purchase | A | Class A Non-Voting Common Stock | 1 | 4.87 | 4.87 | 134,120 | — | ↗ |
| 2021-03-01 | Kulas Jason A. | Director / Officer | F-InKind | D | Class A Non-Voting Common Stock | 22,103 | 4.94 | 109.2K | 112,017 | — | ↗ |
| 2021-02-22 | Welch Thomas H JR | Officer | A-Award | A | Restricted Stock Units | 65,208 | 0.00 | — | 147,912 | — | ↗ |
| 2021-02-22 | VANROEKEL LISA | Officer | A-Award | A | Restricted Stock Units | 55,666 | 0.00 | — | 55,666 | — | ↗ |
| 2021-02-22 | Swies Nicole | Officer | A-Award | A | Restricted Stock Units | 58,846 | 0.00 | — | 89,877 | — | ↗ |
| 2021-02-22 | Sajnani Sunil | Officer | A-Award | A | Restricted Stock Units | 55,666 | 0.00 | — | 74,915 | — | ↗ |
| 2021-02-22 | Robertson Keith John | Officer | A-Award | A | Restricted Stock Units | 53,280 | 0.00 | — | 107,924 | — | ↗ |
| 2021-02-22 | Powell John Blair Jr. | Officer | A-Award | A | Restricted Stock Units | 59,642 | 0.00 | — | 107,399 | — | ↗ |
| 2021-02-22 | Kuthy Francisco | Officer | A-Award | A | Restricted Stock Units | 79,522 | 0.00 | — | 166,419 | — | ↗ |
| 2021-02-22 | Kulas Jason A. | Director / Officer | A-Award | A | Restricted Stock Units | 253,479 | 0.00 | — | 382,996 | — | ↗ |
| 2021-02-22 | Jugmans Timothy | Officer | A-Award | A | Restricted Stock Units | 58,846 | 0.00 | — | 87,242 | — | ↗ |
| 2021-02-22 | Given Lachlan P | Officer | A-Award | A | Restricted Stock Units | 119,284 | 0.00 | — | 263,680 | — | ↗ |
| 2021-02-18 | Tillett Gary | Director | A-Award | A | Class A Non-Voting Common Stock | 31,936 | 5.01 | 160.0K | 81,193 | — | ↗ |
| 2021-02-18 | ESPINOSA PABLO LAGOS | Director | A-Award | A | Class A Non-Voting Common Stock | 31,936 | 5.01 | 160.0K | 188,612 | — | ↗ |
| 2021-02-18 | Arnold Zena Srivatsa | Director | A-Award | A | Class A Non-Voting Common Stock | 31,936 | 5.01 | 160.0K | 81,193 | — | ↗ |
| 2021-02-18 | APPEL MATTHEW | Director | A-Award | A | Class A Non-Voting Common Stock | 31,936 | 5.01 | 160.0K | 158,912 | — | ↗ |
| 2021-02-01 | Kulas Jason A. | Director / Officer | P-Purchase | A | Class A Non-Voting Common Stock | 1,000 | 4.57 | 4.6K | 133,120 | — | ↗ |
| 2021-01-19 | Welch Thomas H JR | Officer | A-Award | A | Restricted Stock Units | 50,773 | 0.00 | — | 82,704 | — | ↗ |
| 2021-01-19 | Swies Nicole | Officer | A-Award | A | Restricted Stock Units | 19,349 | 0.00 | — | 31,031 | — | ↗ |
| 2021-01-19 | Sajnani Sunil | Officer | A-Award | A | Restricted Stock Units | 19,249 | 0.00 | — | 19,249 | — | ↗ |
| 2021-01-19 | Robertson Keith John | Officer | A-Award | A | Restricted Stock Units | 41,486 | 0.00 | — | 54,644 | — | ↗ |
| 2021-01-19 | Powell John Blair Jr. | Officer | A-Award | A | Restricted Stock Units | 34,674 | 0.00 | — | 47,757 | — | ↗ |
| 2021-01-19 | Kuthy Francisco | Officer | A-Award | A | Restricted Stock Units | 61,919 | 0.00 | — | 86,897 | — | ↗ |
| 2021-01-19 | Kulas Jason A. | Director / Officer | A-Award | A | Restricted Stock Units | 129,517 | 0.00 | — | 129,517 | — | ↗ |
| 2021-01-19 | Jugmans Timothy | Officer | A-Award | A | Restricted Stock Units | 17,706 | 0.00 | — | 28,396 | — | ↗ |
| 2021-01-19 | Given Lachlan P | Officer | A-Award | A | Restricted Stock Units | 74,303 | 0.00 | — | 144,396 | — | ↗ |
| 2021-01-18 | Welch Thomas H JR | Officer | J-Other | D | Restricted Stock Units | 6,386 | 0.00 | — | 31,931 | — | ↗ |
| 2021-01-18 | Swies Nicole | Officer | J-Other | D | Restricted Stock Units | 2,336 | 0.00 | — | 11,682 | — | ↗ |
| 2021-01-18 | Robertson Keith John | Officer | J-Other | D | Restricted Stock Units | 2,632 | 0.00 | — | 13,158 | — | ↗ |
| 2021-01-18 | Powell John Blair Jr. | Officer | J-Other | D | Restricted Stock Units | 2,617 | 0.00 | — | 13,083 | — | ↗ |
| 2021-01-18 | Kuthy Francisco | Officer | J-Other | D | Restricted Stock Units | 4,996 | 0.00 | — | 24,978 | — | ↗ |
| 2021-01-18 | Jugmans Timothy | Officer | J-Other | D | Restricted Stock Units | 2,138 | 0.00 | — | 10,690 | — | ↗ |
| 2021-01-18 | Given Lachlan P | Officer | J-Other | D | Restricted Stock Units | 14,019 | 0.00 | — | 70,093 | — | ↗ |
| 2021-01-04 | VANROEKEL LISA | Officer | — | D | No securities beneficially held | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-01-04 | Kulas Jason A. | Director / Officer | P-Purchase | A | Class A Non-Voting Common Stock | 1,000 | 4.82 | 4.8K | 132,120 | — | ↗ |
| 2020-12-24 | Sajnani Sunil | Officer | — | D | No securities beneficially held | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-12-22 | Zeegers Rosa C | Director | A-Award | A | Class A Non-Voting Common Stock | 15,905 | 5.03 | 80.0K | 49,257 | — | ↗ |
| 2020-12-22 | Webb Robert W.K. | Director | A-Award | A | Class A Non-Voting Common Stock | 15,905 | 5.03 | 80.0K | 49,257 | — | ↗ |
| 2020-12-22 | Tillett Gary | Director | A-Award | A | Class A Non-Voting Common Stock | 15,905 | 5.03 | 80.0K | 49,257 | — | ↗ |
| 2020-12-22 | Stone Kent V. | Director | A-Award | A | Class A Non-Voting Common Stock | 15,905 | 5.03 | 80.0K | 49,257 | — | ↗ |
| 2020-12-22 | ESPINOSA PABLO LAGOS | Director | A-Award | A | Class A Non-Voting Common Stock | 15,905 | 5.03 | 80.0K | 156,676 | — | ↗ |
| 2020-12-22 | Dooner Hugo R. | Director | A-Award | A | Class A Non-Voting Common Stock | 15,905 | 5.03 | 80.0K | 28,251 | — | ↗ |
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Phillip Ean Cohen | Executive Chairman | 5M | male |
| Lachlan Given | Chief Executive Officer & Director | 2M | male |
| John Blair Powell Jr. | Chief Operating Officer | 2M | male |
| Timothy K. Jugmans | Chief Financial Officer | 1M | male |
| Ellen H. Bryant | Chief Legal Officer & Secretary | 919.8K | female |
| Lisa VanRoekel | Chief Human Resources Officer | 780.9K | female |
| Michael J. Croney | Chief Accounting Officer | — | male |
| Michael Keim | Director of Financial Planning and Analysis/Pricing | — | male |
| Sunil Sajnani | Chief Audit & Loss Prevention Executive | — | male |
| James W. Fugitt | Chief Technology Officer | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for EZPW
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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