First Advantage Corporation (FA)
Atlanta, GA, US
First Advantage Corporation (FA) is a global technology firm that delivers solutions centered on human capital, specializing in verification, screening, safety protocols, and regulatory adherence. The company provides an extensive array of services both before and after an individual joins an organization. For pre-employment needs, their offerings encompass criminal background checks, drug and health screenings, verification for an extended workforce, FBI channeling, identity confirmation including biometric fraud mitigation tools, validation of educational and professional histories, driver record checks and compliance, healthcare credential verification, and specialized executive screening, alongside other assessment products. Beyond the initial hiring phase, their post-onboarding solutions include continuous monitoring for criminal records, healthcare sanctions, motor vehicle records, social media activity, and global sanctions and licenses. Furthermore, First Advantage extends its expertise to areas such as fleet and vehicle compliance management, assistance with securing hiring tax credits and incentives, screening services for residents and tenants, and investigative research. These diverse services cater to professionals in various departments, including human resources, recruitment, risk management, compliance, vendor relations, and security, across enterprises of all sizes – from global corporations to mid-sized and small businesses. Established in Atlanta, Georgia, in 2003, First Advantage Corporation was previously known as Fastball Intermediate, Inc., adopting its current name in March 2021.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.99% | -2.57% | +33.56% | +63.96% | +18.51% | +7.09% | -12.73% | +17.88% | -21.02% | -21.02% | -21.02% |
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 | 2 | 0 |
| Buy | 3 | 0 |
| Hold | 5 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
15.00
-30.8%
|
| Last Year | 1 |
15.00
-30.8%
|
| All Time | 5 |
19.80
-8.7%
|
-
Revenue growth Specialty Business Services: +7.6%+83.0% ★ Q1'26: +8.6% (vs Q1'25)
-
EPS growth Specialty Business Services: +24.4%+73.0% ★ Q1'26: +105.2% (vs Q1'25)
-
FCF margin FCF growth · Specialty Business Services: +27.6%+8.4% ★ Q1'26: +12.1% (vs Q1'25)
-
EBIT margin Specialty Business Services: +9.0%+8.4% Q1'26: +8.8% (vs Q1'25)
-
ROIC Specialty Business Services: +7.8%+12.1% ★ Q1'26: +8.3% (vs Q1'25)
-
Share dilution Specialty Business Services: +0.4%+16.6% Q1'26: +1.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Specialty Business Services: -0.21×0.02× ★ Q1'26: 0.02× (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 7 Rev. Ana. 6 EPS Ana. |
Dec 2027 7 Rev. Ana. 6 EPS Ana. |
Dec 2028 2 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
712.30M
est: 684.38M (+4.1%)
|
810.02M
est: 815.41M (-0.7%)
|
763.76M
est: 756.89M (+0.9%)
|
860.21M
est: 871.18M (-1.3%)
|
1.57B
est: 1.55B (+1.8%)
|
1.67B
1.66B – 1.68B
+8.2% YoY
|
1.79B
1.77B – 1.80B
+6.9% YoY
|
1.93B
1.93B – 1.93B
+8.1% YoY
|
| EBITDA |
195.13M
est: 164.15M (+18.9%)
|
232.52M
est: 195.58M (+18.9%)
|
210.99M
est: 177.91M (+18.6%)
|
83.15M
est: 204.78M (-59.4%)
|
380.00M
est: 363.43M (+4.6%)
|
393.36M
389.48M – 395.72M
+8.2% YoY
|
420.50M
415.80M – 422.85M
+6.9% YoY
|
454.73M
454.73M – 454.73M
+8.1% YoY
|
| EBIT |
52.32M
est: 30.05M (+74.1%)
|
94.28M
est: 35.81M (+163.3%)
|
81.52M
est: 46.48M (+75.4%)
|
-62.77M
est: 53.50M (-217.3%)
|
131.42M
est: 94.95M (+38.4%)
|
102.78M
101.76M – 103.39M
+8.2% YoY
|
109.87M
108.64M – 110.48M
+6.9% YoY
|
118.81M
118.81M – 118.81M
+8.1% YoY
|
| Net Income |
16.05M
est: 129.14M (-87.6%)
|
64.60M
est: 151.14M (-57.3%)
|
37.29M
est: 29.57M (+26.1%)
|
-110.27M
est: 150.02M (-173.5%)
|
-34.82M
est: 173.62M (-120.1%)
|
212.13M
210.38M – 213.88M
+22.2% YoY
|
247.22M
242.89M – 251.56M
+16.5% YoY
|
315.72M
311.67M – 318.45M
+27.7% YoY
|
| SGA |
107.98M
est: 124.37M (-13.2%)
|
116.64M
est: 148.19M (-21.3%)
|
116.73M
est: 137.04M (-14.8%)
|
263.94M
est: 157.73M (+67.3%)
|
236.18M
est: 279.93M (-15.6%)
|
302.99M
300.00M – 304.80M
+8.2% YoY
|
323.90M
320.28M – 325.71M
+6.9% YoY
|
350.26M
350.26M – 350.26M
+8.1% YoY
|
| EPS |
0.11
est: 0.87 (-87.3%)
|
0.43
est: 1.02 (-57.8%)
|
0.26
est: 0.17 (+52.0%)
|
-0.74
est: 0.87 (-185.4%)
|
-0.20
est: 1.00 (-119.9%)
|
1.22
1.21 – 1.23
+21.9% YoY
|
1.43
1.40 – 1.45
+17.0% YoY
|
1.82
1.80 – 1.84
+27.3% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-06 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 3/5 |
| 2026-05-05 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-04 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-01 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-30 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-29 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-28 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-27 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-24 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-22 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-21 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-20 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-17 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-16 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 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 | Silver Lake Group, L.L.C. | 89.88M | 58.80% | — | 89.88M | — | 89.88M | OO | Delaware | 2022-02-11 | ↗ |
| 2 | SLP Fastball Aggregator, L.P. | 89.56M | 58.60% | — | 89.56M | — | 89.56M | PN | Delaware | 2022-02-11 | ↗ |
| 3 | SLP V Aggregator GP, L.L.C. | 89.56M | 58.60% | — | 89.56M | — | 89.56M | OO | Delaware | 2022-02-11 | ↗ |
| 4 | SLTA V (GP), L.L.C. | 89.56M | 58.60% | — | 89.56M | — | 89.56M | OO | Delaware | 2022-02-11 | ↗ |
| 5 | Silver Lake Technology Associates V, L.P. | 89.56M | 58.60% | — | 89.56M | — | 89.56M | PN | Delaware | 2022-02-11 | ↗ |
| 6 | First American Credit Management Solutions, Inc. | 5.43M | 16.00% | — | — | — | — | CO | Delaware | 2005-12-22 | ↗ |
| 7 | Experian Information Solutions, Inc. | 3.78M | 6.85% | — | — | — | 17.32M | CO | : | 2006-02-14 | ↗ |
| 8 | Corporation | 2.55M | 6.00% | — | — | — | — | CO | California | 2009-04-03 | ↗ |
| 9 | Credit Management Solutions, Inc.) | 2.55M | 6.00% | 2.55M | — | 2.55M | — | CO | Delaware | 2009-04-03 | ↗ |
| 10 | First Advantage Corporation | 2.55M | 6.00% | — | — | — | — | CO | Delaware | 2009-04-03 | ↗ |
| 11 | Inc. (f/k/a First American Credit Management Solutions, Inc.) | 2.55M | 6.00% | 2.55M | — | 2.55M | — | CO | Delaware | 2007-11-09 | ↗ |
| 12 | Information Services, Inc. | 2.55M | 6.00% | — | — | — | — | CO | California | 2009-04-03 | ↗ |
| 13 | LLC | 2.55M | 6.00% | — | — | — | — | OO | Delaware | 2009-04-03 | ↗ |
| 14 | Solutions LLC | 2.55M | 6.00% | — | — | — | — | OO | California | 2009-04-03 | ↗ |
| 15 | FirstMark Capital, L.L.C. | 2.15M | 18.33% | 2.15M | — | 2.15M | — | IA | Delaware | 2008-08-25 | ↗ |
| 16 | Ronald J. Juvonen | 714.9K | 6.10% | — | — | — | — | IN | United States | 2009-02-17 | ↗ |
| 17 | 52-0556948 | 659.8K | 9.10% | 64.6K | — | 659.8K | — | IA | MARYLAND | 2005-02-11 | ↗ |
| 18 | ALEC N. LITOWITZ | 393.0K | 3.77% | — | — | — | 393.0K | HC | United States of America | 2007-02-14 | ↗ |
| 19 | MAGNETAR CAPITAL PARTNERS LP | 393.0K | 3.77% | — | — | — | 393.0K | HC, OO | Delaware | 2007-02-14 | ↗ |
| 20 | SUPERNOVA MANAGEMENT LLC | 393.0K | 3.77% | — | — | — | 393.0K | HC, OO | Delaware | 2007-02-14 | ↗ |
| 21 | Edward C. Johnson 3d | 319.7K | 2.66% | — | — | 319.7K | — | IN | United States of America | 2009-08-10 | ↗ |
| 22 | FMR LLC | 319.7K | 2.66% | — | — | 319.7K | — | HC | Delaware | 2009-08-10 | ↗ |
| 23 | (. | — | 0.00% | — | — | — | — | IA | Delaware Limited Partnership | 2010-02-08 | ↗ |
| 24 | Lee S. Ainslie III | — | 0.00% | — | — | — | — | HC | Texas | 2010-02-16 | ↗ |
| 25 | Maverick Capital Management, LLC - 75-2686461 | — | 0.00% | — | — | — | — | HC | Texas | 2010-02-16 | ↗ |
| 26 | Maverick Capital, Ltd. - 75-2482446 | — | 0.00% | — | — | — | — | IA | Texas | 2010-02-16 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 1.61M +1.6M (+100.0%) | 23.39B +23.4B (+100.0%) | 0.93% +0.928 pp | 0.04% +0.035 pp | USD14.53 +0.0% | 1 qtrs NEW |
| 2 | SILVER LAKE GROUP, L.L.C. | 89.56M +— (+0.0%) | 1.30B -77.0M (-5.6%) | 51.60% -0.081 pp | 25.87% -0.971 pp | USD19.91 -27.0% | 19 qtrs — |
| 3 | PRICE T ROWE ASSOCIATES INC /MD/ | 13.95M +572.6K (+4.3%) | 202.76M -3.2M (-1.5%) | 8.04% +0.318 pp | 0.02% 0.000 pp | USD15.94 -8.8% | 13 qtrs — |
| 4 | CAPITAL WORLD INVESTORS | 9.10M +780.2K (+9.4%) | 132.20M +4.2M (+3.3%) | 5.24% +0.442 pp | 0.02% +0.001 pp | USD17.16 -15.3% | 6 qtrs — |
| 5 | VANGUARD GROUP INC | 7.51M -107.9K (-1.4%) | 109.06M -8.1M (-6.9%) | 4.32% -0.069 pp | 0.00% 0.000 pp | USD18.73 -22.4% | 19 qtrs — |
| 6 | FMR LLC | 7.46M -702.8K (-8.6%) | 108.38M -17.2M (-13.7%) | 4.30% -0.412 pp | 0.01% -0.001 pp | USD17.29 -16.0% | 19 qtrs — |
| 7 | ALLIANCEBERNSTEIN L.P. | 6.79M +562.4K (+9.0%) | 98.63M +2.8M (+2.9%) | 3.91% +0.318 pp | 0.03% +0.001 pp | USD16.08 -9.6% | 16 qtrs — |
| 8 | BLACKROCK, INC. | 5.83M +47.3K (+0.8%) | 84.70M -4.3M (-4.8%) | 3.36% +0.022 pp | 0.00% 0.000 pp | USD18.96 -23.4% | 6 qtrs — |
| 9 | CAPITAL RESEARCH GLOBAL INVESTORS | 4.86M -16.4K (-0.3%) | 70.68M -4.4M (-5.9%) | 2.80% -0.014 pp | 0.01% -0.001 pp | USD13.54 +7.3% | 14 qtrs — |
| 10 | BAMCO INC /NY/ | 3.75M +— (+0.0%) | 54.49M -3.2M (-5.6%) | 2.16% -0.003 pp | 0.15% -0.005 pp | USD17.83 -18.5% | 19 qtrs — |
| 11 | CAT ROCK CAPITAL MANAGEMENT LP | 3.34M +274.4K (+8.9%) | 48.57M +1.3M (+2.9%) | 1.93% +0.155 pp | 6.96% +1.137 pp | USD14.45 +0.6% | 13 qtrs — |
| 12 | JPMORGAN CHASE & CO | 3.20M -110.4K (-3.3%) | 46.56M -4.5M (-8.7%) | 1.85% -0.067 pp | 0.00% 0.000 pp | USD16.97 -14.4% | 19 qtrs — |
| 13 | SUNRIVER MANAGEMENT LLC | 2.66M +310.7K (+13.2%) | 38.67M +2.5M (+6.9%) | 1.53% +0.177 pp | 4.05% +0.122 pp | USD15.15 -4.1% | 10 qtrs — |
| 14 | BOSTON PARTNERS | 2.59M -285.9K (-9.9%) | 37.74M -6.4M (-14.4%) | 1.49% -0.167 pp | 0.04% -0.006 pp | USD15.84 -8.3% | 11 qtrs — |
| 15 | DIMENSIONAL FUND ADVISORS LP | 2.20M -334.0K (-13.2%) | 31.92M -7.0M (-18.0%) | 1.27% -0.195 pp | 0.01% -0.002 pp | USD15.26 -4.8% | 14 qtrs — |
| 16 | AMERICAN CENTURY COMPANIES INC | 2.09M -421.2K (-16.8%) | 30.34M -8.3M (-21.4%) | 1.20% -0.245 pp | 0.02% -0.004 pp | USD18.80 -22.7% | 19 qtrs — |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | 2.04M +1.0K (+0.0%) | 29.63M -1.7M (-5.5%) | 1.17% -0.001 pp | 0.00% 0.000 pp | USD17.15 -15.3% | 19 qtrs — |
| 18 | STATE STREET CORP | 1.84M +97.2K (+5.6%) | 26.79M -89.5K (-0.3%) | 1.06% +0.054 pp | 0.00% +0.000 pp | USD17.86 -18.6% | 18 qtrs — |
| 19 | PALISADE CAPITAL MANAGEMENT, LP | 1.77M +79.7K (+4.7%) | 25.65M -292.0K (-1.1%) | 1.02% +0.044 pp | 0.76% +0.055 pp | USD16.66 -12.8% | 9 qtrs — |
| 20 | FRED ALGER MANAGEMENT, LLC | 1.55M -201.1K (-11.5%) | 22.46M -4.4M (-16.5%) | 0.89% -0.117 pp | 0.09% -0.017 pp | USD16.66 -12.8% | 7 qtrs — |
| 21 | DIAMOND HILL CAPITAL MANAGEMENT INC | 1.43M -83.7K (-5.6%) | 20.71M -2.5M (-10.8%) | 0.82% -0.050 pp | 0.11% -0.004 pp | USD13.02 +11.6% | 15 qtrs — |
| 22 | EMERALD ADVISERS, LLC | 1.31M -78.6K (-5.7%) | 19.03M -2.3M (-10.9%) | 0.75% -0.047 pp | 0.59% -0.099 pp | USD17.54 -17.2% | 19 qtrs — |
| 23 | GLUSKIN SHEFF & ASSOC INC | 961.6K +189.4K (+24.5%) | 13.97M +2.1M (+17.6%) | 0.55% +0.108 pp | 1.94% +0.438 pp | USD16.93 -14.2% | 5 qtrs — |
| 24 | CORTLAND ASSOCIATES INC/MO | 935.7K -399.4K (-29.9%) | 13.60M -7.0M (-33.8%) | 0.54% -0.231 pp | 1.72% -0.711 pp | USD18.63 -22.0% | 5 qtrs — |
| 25 | SG AMERICAS SECURITIES, LLC | 777.3K +768.1K (+8,338.6%) | 11.29M +11.2M (+7,853.5%) | 0.45% +0.443 pp | 0.01% +0.014 pp | USD14.55 -0.1% | 3 qtrs — |
| 26 | MORGAN STANLEY | 674.0K +257.3K (+61.8%) | 9.79M +3.4M (+52.7%) | 0.39% +0.148 pp | 0.00% +0.000 pp | USD15.53 -6.4% | 19 qtrs — |
| 27 | EMERALD MUTUAL FUND ADVISERS TRUST | 672.7K -100.0K (-12.9%) | 9.77M -2.1M (-17.8%) | 0.39% -0.058 pp | 0.48% -0.138 pp | USD16.93 -14.2% | 19 qtrs — |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 672.4K -200.0 (0.0%) | 9.77M -581.3K (-5.6%) | 0.39% -0.001 pp | 0.00% 0.000 pp | USD17.26 -15.8% | 18 qtrs — |
| 29 | NEW YORK STATE COMMON RETIREMENT FUND | 663.6K +115.0K (+21.0%) | 9.64M +1.2M (+14.2%) | 0.38% +0.066 pp | 0.01% +0.002 pp | USD16.50 -11.9% | 18 qtrs — |
| 30 | NORTHERN TRUST CORP | 650.3K -95.8K (-12.8%) | 9.45M -2.0M (-17.7%) | 0.37% -0.056 pp | 0.00% 0.000 pp | USD17.96 -19.1% | 18 qtrs — |
| 31 | JENNISON ASSOCIATES LLC | 633.9K -12.2K (-1.9%) | 9.21M -733.0K (-7.4%) | 0.37% -0.008 pp | 0.01% 0.000 pp | USD18.49 -21.4% | 6 qtrs — |
| 32 | BANK OF AMERICA CORP /DE/ | 629.4K -52.3K (-7.7%) | 9.15M -1.3M (-12.8%) | 0.36% -0.031 pp | 0.00% +0.000 pp | USD16.24 -10.5% | 19 qtrs — |
| 33 | LEITH WHEELER INVESTMENT COUNSEL LTD. | 592.9K +68.6K (+13.1%) | 8.62M +546.0K (+6.8%) | 0.34% +0.039 pp | 0.65% +0.101 pp | USD14.96 -2.9% | 11 qtrs — |
| 34 | HERALD INVESTMENT MANAGEMENT LTD | 400.0K +35.0K (+9.6%) | 5.80M +186.7K (+3.3%) | 0.23% +0.020 pp | 0.76% +0.010 pp | USD15.31 -5.1% | 2 qtrs — |
| 35 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 394.5K -323.2K (-45.0%) | 5.73M -5.3M (-48.1%) | 0.23% -0.187 pp | 0.06% -0.056 pp | USD18.49 -21.4% | 5 qtrs — |
| 36 | BLOOMBERGSEN INC. | 377.2K +110.9K (+41.6%) | 5.48M +1.4M (+33.7%) | 0.22% +0.064 pp | 0.40% +0.146 pp | USD15.68 -7.3% | 6 qtrs — |
| 37 | CENTERBOOK PARTNERS LP | 323.0K -73.7K (-18.6%) | 4.69M -1.4M (-23.1%) | 0.19% -0.043 pp | 0.23% -0.072 pp | USD15.77 -7.9% | 10 qtrs — |
| 38 | UBS GROUP AG | 257.7K -203.0K (-44.1%) | 3.74M -3.3M (-47.2%) | 0.15% -0.117 pp | 0.00% -0.001 pp | USD17.17 -15.4% | 8 qtrs — |
| 39 | NORTH STAR ASSET MANAGEMENT INC | 253.7K +95.4K (+60.3%) | 3.69M +1.3M (+51.3%) | 0.15% +0.055 pp | 0.15% +0.050 pp | USD15.60 -6.9% | 3 qtrs — |
| 40 | GOLDMAN SACHS GROUP INC | 241.2K +102.0K (+73.3%) | 3.51M +1.4M (+63.6%) | 0.14% +0.059 pp | 0.00% +0.000 pp | USD16.94 -14.2% | 19 qtrs — |
| 41 | NUVEEN, LLC | 233.4K -4.0K (-1.7%) | 3.39M -261.9K (-7.2%) | 0.13% -0.003 pp | 0.00% 0.000 pp | USD14.14 +2.8% | 4 qtrs — |
| 42 | BANK OF NEW YORK MELLON CORP | 216.8K -58.0K (-21.1%) | 3.15M -1.1M (-25.5%) | 0.12% -0.034 pp | 0.00% 0.000 pp | USD16.95 -14.3% | 18 qtrs — |
| 43 | UBS ASSET MANAGEMENT AMERICAS INC | 204.2K -5.5K (-2.6%) | 2.97M -261.0K (-8.1%) | 0.12% -0.003 pp | 0.00% 0.000 pp | USD16.99 -14.5% | 17 qtrs — |
| 44 | FIRST TRUST ADVISORS LP | 167.0K -52.9K (-24.1%) | 2.43M -958.4K (-28.3%) | 0.10% -0.031 pp | 0.00% -0.001 pp | USD15.39 -5.6% | 2 qtrs — |
| 45 | SWISS NATIONAL BANK | 154.4K +2.9K (+1.9%) | 2.24M -88.2K (-3.8%) | 0.09% +0.002 pp | 0.00% +0.000 pp | USD18.77 -22.6% | 17 qtrs — |
| 46 | VERITION FUND MANAGEMENT LLC | 151.2K +54.1K (+55.8%) | 2.20M +703.1K (+47.1%) | 0.09% +0.031 pp | 0.01% +0.003 pp | USD15.87 -8.4% | 7 qtrs — |
| 47 | CI INVESTMENTS INC. | 143.0K +143.0K (+100.0%) | 2.08M +2.1M (+100.0%) | 0.08% +0.082 pp | 0.01% +0.009 pp | USD14.53 +0.0% | 1 qtrs NEW |
| 48 | INVESCO LTD. | 139.2K +13.6K (+10.8%) | 2.02M +88.9K (+4.6%) | 0.08% +0.008 pp | 0.00% +0.000 pp | USD15.94 -8.8% | 18 qtrs — |
| 49 | SEI INVESTMENTS CO | 135.6K +16.0K (+13.4%) | 1.97M +129.6K (+7.0%) | 0.08% +0.009 pp | 0.00% +0.000 pp | USD16.48 -11.8% | 19 qtrs — |
| 50 | BLAIR WILLIAM & CO/IL | 132.8K -22.1K (-14.3%) | 1.93M -454.7K (-19.1%) | 0.08% -0.013 pp | 0.01% -0.001 pp | USD14.09 +3.1% | 7 qtrs — |
| 51 | BARCLAYS PLC | 123.5K +41.9K (+51.2%) | 1.79M +173.7K (+10.7%) | 0.07% +0.024 pp | 0.00% +0.000 pp | USD16.32 -11.0% | 16 qtrs — |
| 52 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 106.1K +10.8K (+11.3%) | 1.54M +74.2K (+5.1%) | 0.06% +0.006 pp | 0.01% +0.000 pp | USD15.96 -9.0% | 4 qtrs — |
| 53 | VAN BERKOM & ASSOCIATES INC. | 96.3K +11.0K (+12.9%) | 1.40M +87.0K (+6.6%) | 0.06% +0.006 pp | 0.04% +0.002 pp | USD16.29 -10.8% | 9 qtrs — |
| 54 | RHUMBLINE ADVISERS | 88.8K -13.8K (-13.5%) | 1.29M -288.6K (-18.3%) | 0.05% -0.008 pp | 0.00% 0.000 pp | USD16.61 -12.5% | 18 qtrs — |
| 55 | WELLS FARGO & COMPANY/MN | 87.3K +34.8K (+66.4%) | 1.27M +461.0K (+57.1%) | 0.05% +0.020 pp | 0.00% +0.000 pp | USD15.67 -7.3% | 19 qtrs — |
| 56 | LEGAL & GENERAL GROUP PLC | 75.0K -14.2K (-15.9%) | 1.09M -282.5K (-20.6%) | 0.04% -0.008 pp | 0.00% 0.000 pp | USD17.38 -16.4% | 19 qtrs — |
| 57 | OLSTEIN CAPITAL MANAGEMENT, L.P. | 74.0K +3.0K (+4.2%) | 1.08M -18.0K (-1.6%) | 0.04% +0.002 pp | 0.22% +0.014 pp | USD15.56 -6.6% | 10 qtrs — |
| 58 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 71.6K -67.0 (-0.1%) | 1.04M -62.6K (-5.7%) | 0.04% 0.000 pp | 0.00% 0.000 pp | USD18.87 -23.0% | 18 qtrs — |
| 59 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 70.3K +543.0 (+0.8%) | 1.02M -52.1K (-4.9%) | 0.04% +0.000 pp | 0.00% 0.000 pp | USD14.60 -0.5% | 4 qtrs — |
| 60 | ROYAL BANK OF CANADA | 67.9K -309.2K (-82.0%) | 987.0K -4.8M (-83.0%) | 0.04% -0.179 pp | 0.00% -0.001 pp | USD16.31 -10.9% | 18 qtrs — |
| 61 | DEUTSCHE BANK AG\ | 67.8K +8.1K (+13.6%) | 985.4K +66.5K (+7.2%) | 0.04% +0.005 pp | 0.00% +0.000 pp | USD18.25 -20.4% | 18 qtrs — |
| 62 | PATHSTONE HOLDINGS, LLC | 65.0K +17.6K (+37.0%) | 943.8K +214.3K (+29.4%) | 0.04% +0.010 pp | 0.00% +0.001 pp | USD15.94 -8.8% | 3 qtrs — |
| 63 | CITADEL ADVISORS LLC | 63.0K +63.0K (+100.0%) | 914.8K +914.8K (+100.0%) | 0.04% +0.036 pp | 0.00% +0.000 pp | USD14.53 +0.0% | 10 qtrs — |
| 64 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 59.1K +59.1K (+100.0%) | 859.1K +859.1K (+100.0%) | 0.03% +0.034 pp | 0.01% +0.007 pp | USD14.53 +0.0% | 4 qtrs — |
| 65 | BALYASNY ASSET MANAGEMENT L.P. | 53.2K +53.2K (+100.0%) | 773.5K +773.5K (+100.0%) | 0.03% +0.031 pp | 0.00% +0.001 pp | USD14.53 +0.0% | 1 qtrs NEW |
| 66 | ENVESTNET ASSET MANAGEMENT INC | 49.7K -7.2K (-12.7%) | 722.3K -154.0K (-17.6%) | 0.03% -0.004 pp | 0.00% +0.000 pp | USD16.57 -12.3% | 7 qtrs — |
| 67 | METLIFE INVESTMENT MANAGEMENT, LLC | 47.8K +— (+0.0%) | 694.1K -41.1K (-5.6%) | 0.03% +0.000 pp | 0.00% 0.000 pp | USD18.48 -21.4% | 18 qtrs — |
| 68 | RUSSELL INVESTMENTS GROUP, LTD. | 43.9K -35.5K (-44.7%) | 638.0K -583.6K (-47.8%) | 0.03% -0.021 pp | 0.00% -0.001 pp | USD16.13 -9.9% | 12 qtrs — |
| 69 | CAMPBELL & CO INVESTMENT ADVISER LLC | 42.9K +19.8K (+85.9%) | 623.8K +268.4K (+75.5%) | 0.02% +0.011 pp | 0.03% +0.003 pp | USD15.40 -5.6% | 3 qtrs — |
| 70 | MAN GROUP PLC | 42.9K -82.3K (-65.7%) | 623.7K -1.3M (-67.6%) | 0.02% -0.048 pp | 0.00% -0.002 pp | USD15.82 -8.2% | 3 qtrs — |
| 71 | NATIXIS ADVISORS, L.P. | 42.9K +6.4K (+17.6%) | 623.0K +62.0K (+11.1%) | 0.02% +0.004 pp | 0.00% +0.000 pp | USD16.30 -10.9% | 6 qtrs — |
| 72 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 41.2K +— (+0.0%) | 598.1K -35.4K (-5.6%) | 0.02% +0.000 pp | 0.00% 0.000 pp | USD15.71 -7.5% | 17 qtrs — |
| 73 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 39.1K -2.0K (-4.9%) | 568.7K -64.7K (-10.2%) | 0.02% -0.001 pp | 0.00% 0.000 pp | USD17.02 -14.6% | 18 qtrs — |
| 74 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 36.8K +10.0 (+0.0%) | 534.9K -31.5K (-5.6%) | 0.02% +0.000 pp | 0.00% 0.000 pp | USD16.37 -11.2% | 7 qtrs — |
| 75 | JANUS HENDERSON GROUP PLC | 32.7K +— (+0.0%) | 474.9K -28.8K (-5.7%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD18.73 -22.4% | 5 qtrs — |
| 76 | QUANTINNO CAPITAL MANAGEMENT LP | 31.5K +31.5K (+100.0%) | 458.2K +458.2K (+100.0%) | 0.02% +0.018 pp | 0.00% +0.001 pp | USD14.53 +0.0% | 1 qtrs NEW |
| 77 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 31.1K +31.1K (+100.0%) | 451.7K +451.7K (+100.0%) | 0.02% +0.018 pp | 0.02% +0.015 pp | USD14.53 +0.0% | 1 qtrs NEW |
| 78 | INTECH INVESTMENT MANAGEMENT LLC | 29.7K -4.5K (-13.0%) | 432.1K -94.1K (-17.9%) | 0.02% -0.003 pp | 0.00% -0.001 pp | USD17.15 -15.3% | 6 qtrs — |
| 79 | PICTON MAHONEY ASSET MANAGEMENT | 26.0K +26.0K (+100.0%) | 377.8K +377.8K (+100.0%) | 0.02% +0.015 pp | 0.00% +0.003 pp | USD14.53 +0.0% | 1 qtrs NEW |
| 80 | STATE OF WISCONSIN INVESTMENT BOARD | 23.0K -29.0 (-0.1%) | 334.1K -20.2K (-5.7%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD15.14 -4.0% | 15 qtrs — |
| 81 | CAXTON ASSOCIATES LLP | 22.1K +22.1K (+100.0%) | 321.1K +321.1K (+100.0%) | 0.01% +0.013 pp | 0.01% +0.006 pp | USD14.53 +0.0% | 1 qtrs NEW |
| 82 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 21.9K +— (+0.0%) | 318.6K -18.9K (-5.6%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD17.60 -17.4% | 5 qtrs — |
| 83 | ARIZONA STATE RETIREMENT SYSTEM | 21.8K -1.3K (-5.6%) | 316.9K -38.6K (-10.8%) | 0.01% -0.001 pp | 0.00% 0.000 pp | USD19.06 -23.8% | 16 qtrs — |
| 84 | GLENMEDE TRUST CO NA | 20.6K +20.6K (+100.0%) | 299.4K +299.4K (+100.0%) | 0.01% +0.012 pp | 0.00% +0.001 pp | USD14.53 +0.0% | 1 qtrs NEW |
| 85 | OPPENHEIMER ASSET MANAGEMENT INC. | 18.5K -6.4K (-25.8%) | 269.1K -115.1K (-30.0%) | 0.01% -0.004 pp | 0.00% -0.001 pp | USD16.42 -11.5% | 7 qtrs — |
| 86 | CREATIVE PLANNING | 18.0K +18.0K (+100.0%) | 261.2K +261.2K (+100.0%) | 0.01% +0.010 pp | 0.00% +0.000 pp | USD14.53 +0.0% | 1 qtrs NEW |
| 87 | TRUIST FINANCIAL CORP | 17.6K -1.7K (-8.7%) | 255.6K -40.8K (-13.8%) | 0.01% -0.001 pp | 0.00% 0.000 pp | USD16.63 -12.6% | 7 qtrs — |
| 88 | BNP PARIBAS ARBITRAGE, SNC | 17.2K +1.4K (+8.7%) | 249.7K +6.5K (+2.7%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD16.26 -10.6% | 5 qtrs — |
| 89 | KLP KAPITALFORVALTNING AS | 16.7K +1.9K (+12.8%) | 243.0K +14.9K (+6.5%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD18.25 -20.4% | 5 qtrs — |
| 90 | JASPER RIDGE PARTNERS, L.P. | 16.6K +— (+0.0%) | 241.4K -14.3K (-5.6%) | 0.01% +0.000 pp | 0.01% 0.000 pp | USD19.04 -23.7% | 17 qtrs — |
| 91 | FOYSTON, GORDON, & PAYNE INC | 16.2K +16.2K (+100.0%) | 235.4K +235.4K (+100.0%) | 0.01% +0.009 pp | 0.05% +0.051 pp | USD14.53 +0.0% | 1 qtrs NEW |
| 92 | HANDELSBANKEN FONDER AB | 16.0K +500.0 (+3.2%) | 232.0K -7.0K (-2.9%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD15.97 -9.0% | 7 qtrs — |
| 93 | ASK CAPITAL MANAGEMENT, LLC | 15.7K -126.4K (-89.0%) | 227.4K -2.0M (-89.6%) | 0.01% -0.073 pp | 0.03% -0.273 pp | USD18.73 -22.4% | 5 qtrs — |
| 94 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 15.6K +— (+0.0%) | 226.8K -13.4K (-5.6%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD16.34 -11.1% | 11 qtrs — |
| 95 | VOYA INVESTMENT MANAGEMENT LLC | 14.7K +— (+0.0%) | 213.2K -12.6K (-5.6%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD13.75 +5.7% | 17 qtrs — |
| 96 | PROSHARE ADVISORS LLC | 14.5K -12.6K (-46.6%) | 210.2K -206.7K (-49.6%) | 0.01% -0.007 pp | 0.00% -0.001 pp | USD17.14 -15.2% | 5 qtrs — |
| 97 | AQR CAPITAL MANAGEMENT LLC | 13.8K +2.9K (+26.4%) | 199.8K +32.4K (+19.4%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD15.21 -4.5% | 5 qtrs — |
| 98 | PICTET ASSET MANAGEMENT HOLDING SA | 13.2K +— (+0.0%) | 192.4K -11.4K (-5.6%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD18.02 -19.4% | 5 qtrs — |
| 99 | NATIONAL BANK OF CANADA /FI/ | 12.7K -895.0 (-6.6%) | 184.6K -25.0K (-11.9%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD16.40 -11.4% | 9 qtrs — |
| 100 | INSCRIPTION CAPITAL, LLC | 11.6K +11.6K (+100.0%) | 168.0K +168.0K (+100.0%) | 0.01% +0.007 pp | 0.02% +0.017 pp | USD14.53 +0.0% | 1 qtrs NEW |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Janus Henderson Small Cap Growth Alpha ETF JSML | 0.75% | 2.77M | 0.30% |
| 2 | Invesco S&P SmallCap Industrials ETF PSCI | 0.50% | 920.8K | 0.29% |
| 3 | T. Rowe Price Small-Mid Cap ETF TMSL | 0.48% | 13.34M | 0.55% |
| 4 | American Century Small Cap Growth Insights ETF ACSG | 0.40% | 102.2K | 0.49% |
| 5 | First Trust Small Cap Core AlphaDEX Fund FYX | 0.28% | 3.76M | 0.58% |
| 6 | T. Rowe Price Innovation Leaders ETF TNXT | 0.26% | 47.8K | 0.49% |
| 7 | First Trust Small Cap BuyWrite Income ETF FTKI | 0.25% | 62.3K | 0.86% |
| 8 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.24% | 212.5K | 0.89% |
| 9 | Harbor Human Capital Factor US Small Cap ETF HAPS | 0.20% | 344.8K | 0.61% |
| 10 | First Trust Multi Cap Growth AlphaDEX Fund FAD | 0.14% | 805.7K | 0.63% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-24 | Gillett Mark | Director | — | — | Common Stock | 0 | 0.00 | — | 10,000 | D | ↗ |
| 2026-03-05 | Jardine Bret T | Officer | S-Sale | D | Common Stock | 600 | 12.09 | 7.3K | 7,008 | D | ↗ |
| 2026-03-04 | Nairne Douglas | Officer | M-Exempt | A | Common Stock | 743 | 0.00 | — | 46,742 | D | ↗ |
| 2026-03-04 | Jardine Bret T | Officer | M-Exempt | A | Common Stock | 929 | 0.00 | — | 7,937 | D | ↗ |
| 2026-03-03 | Jardine Bret T | Officer | M-Exempt | A | Common Stock | 1,686 | 0.00 | — | 8,694 | D | ↗ |
| 2026-03-02 | Staples Scott | Director / Officer | A-Award | A | Restricted Stock Units | 274,776 | 0.00 | — | 274,776 | D | ↗ |
| 2026-03-02 | Smith Joelle M | Officer | A-Award | A | Restricted Stock Units | 164,866 | 0.00 | — | 164,866 | D | ↗ |
| 2026-03-02 | Nairne Douglas | Officer | P-Purchase | A | Common Stock | 9,000 | 11.86 | 106.7K | 45,257 | D | ↗ |
| 2026-03-02 | Marks Steven Irwin | Officer | A-Award | A | Restricted Stock Units | 109,911 | 0.00 | — | 109,911 | D | ↗ |
| 2026-03-02 | Jardine Bret T | Officer | A-Award | A | Restricted Stock Units | 27,478 | 0.00 | — | 27,478 | D | ↗ |
| 2026-02-28 | Marks Steven Irwin | Officer | M-Exempt | A | Common Stock | 1,363 | 0.00 | — | 33,648 | D | ↗ |
| 2025-11-17 | Jardine Bret T | Officer | S-Sale | D | Common Stock | 954 | 13.13 | 12.5K | 6,825 | D | ↗ |
| 2025-11-14 | Staples Scott | Director / Officer | M-Exempt | A | Common Stock | 20,478 | 0.00 | — | 3,675,605 | D | ↗ |
| 2025-11-14 | Jardine Bret T | Officer | M-Exempt | A | Common Stock | 1,365 | 0.00 | — | 8,190 | D | ↗ |
| 2025-11-08 | Marks Steven Irwin | Officer | F-InKind | D | Common Stock | 4,102 | 13.31 | 54.6K | 30,535 | D | ↗ |
| 2025-11-01 | Nairne Douglas | Officer | M-Exempt | A | Common Stock | 6,826 | 0.00 | — | 36,257 | D | ↗ |
| 2025-10-20 | Nairne Douglas | Officer | M-Exempt | A | Common Stock | 7,000 | 0.00 | — | 29,431 | D | ↗ |
| 2025-09-17 | Smith Joelle M | Officer | S-Sale | D | Common Stock | 9,900 | 15.70 | 155.5K | 42,727 | D | ↗ |
| 2025-09-16 | Smith Joelle M | Officer | M-Exempt | A | Common Stock | 16,497 | 0.00 | — | 59,224 | D | ↗ |
| 2025-06-09 | Clark James Lindsey | Director | S-Sale | D | Common Stock | 4,482 | 18.32 | 82.1K | 48,960 | D | ↗ |
| 2025-06-06 | Sim Judith | Director | A-Award | A | Common Stock | 10,515 | 0.00 | — | 61,145 | D | ↗ |
| 2025-06-06 | Price Bridgett R | Director | A-Award | A | Common Stock | 10,515 | 0.00 | — | 49,767 | D | ↗ |
| 2025-06-06 | Clark James Lindsey | Director | A-Award | A | Common Stock | 10,515 | 0.00 | — | 53,442 | D | ↗ |
| 2025-06-06 | Bell Susan R. | Director | A-Award | A | Common Stock | 10,515 | 0.00 | — | 61,145 | D | ↗ |
| 2025-06-02 | Smith Joelle M | Officer | S-Sale | D | Common Stock | 45,934 | 16.99 | 780.6K | 42,727 | D | ↗ |
| 2025-05-12 | Jardine Bret T | Officer | S-Sale | D | Common Stock | 146 | 18.18 | 2.7K | 6,666 | D | ↗ |
| 2025-05-11 | Smith Joelle M | Officer | F-InKind | D | Common Stock | 6,971 | 17.66 | 123.1K | 60,661 | D | ↗ |
| 2025-05-11 | Nairne Douglas | Officer | M-Exempt | D | Restricted Stock Units | 716 | 0.00 | — | 1,431 | D | ↗ |
| 2025-05-11 | Jardine Bret T | Officer | M-Exempt | D | Restricted Stock Units | 976 | 0.00 | — | 1,952 | D | ↗ |
| 2025-03-07 | Marks Steven Irwin | Officer | P-Purchase | A | Common Stock | 1,000 | 13.50 | 13.5K | 20,189 | D | ↗ |
| 2025-03-05 | Jardine Bret T | Officer | S-Sale | D | Common Stock | 139 | 13.78 | 1.9K | 6,132 | D | ↗ |
| 2025-03-04 | Nairne Douglas | Officer | M-Exempt | D | Restricted Stock Units | 742 | 0.00 | — | 2,229 | D | ↗ |
| 2025-03-04 | Jardine Bret T | Officer | F-InKind | D | Common Stock | 330 | 13.80 | 4.6K | 6,271 | D | ↗ |
| 2025-03-03 | Jardine Bret T | Officer | A-Award | A | Stock Options (Right to Buy) | 12,551 | 14.23 | 178.6K | 12,551 | D | ↗ |
| 2025-02-28 | Marks Steven Irwin | Officer | M-Exempt | A | Common Stock | 1,145 | 0.00 | — | 17,259 | D | ↗ |
| 2024-11-18 | Jardine Bret T | Officer | M-Exempt | D | Stock Options (Right to Buy) | 30,000 | 5.11 | 153.3K | 120,186 | D | ↗ |
| 2024-11-14 | Staples Scott | Director / Officer | A-Award | A | Restricted Stock Units | 81,912 | 0.00 | — | 81,912 | D | ↗ |
| 2024-11-14 | Nairne Douglas | Officer | A-Award | A | Stock Options (Right to Buy) | 58,412 | 17.85 | 1.04M | 58,412 | D | ↗ |
| 2024-11-14 | Marks Steven Irwin | Officer | A-Award | A | Restricted Stock Units | 54,608 | 0.00 | — | 54,608 | D | ↗ |
| 2024-11-14 | Jardine Bret T | Officer | A-Award | A | Stock Options (Right to Buy) | 11,683 | 17.85 | 208.5K | 11,683 | D | ↗ |
| 2024-11-11 | Nairne Douglas | Officer | — | — | Common Stock | 0 | 0.00 | — | 21,715 | D | ↗ |
| 2024-09-16 | Smith Joelle M | Officer | A-Award | A | Restricted Stock Units | 65,991 | 0.00 | — | 65,991 | — | ↗ |
| 2024-08-28 | GAMSEY DAVID L | Officer | M-Exempt | A | Common Stock | 224,754 | 13.50 | 3.03M | 785,836 | — | ↗ |
| 2024-08-19 | Staples Scott | Director / Officer | G-Gift | D | Common Stock | 149,100 | 0.00 | — | 3,653,436 | — | ↗ |
| 2024-08-12 | Jaeger Joseph K. | Officer | S-Sale | D | Common Stock | 10,000 | 17.03 | 170.3K | 680,080 | — | ↗ |
| 2024-06-26 | Clark James Lindsey | Director | S-Sale | D | Common Stock | 2,100 | 15.48 | 32.5K | 42,927 | — | ↗ |
| 2024-06-23 | Jaeger Joseph K. | Officer | M-Exempt | D | Restricted Stock Units | 5,000 | 0.00 | — | 29,918 | — | ↗ |
| 2024-06-10 | Clark James Lindsey | Director | S-Sale | D | Common Stock | 5,603 | 16.25 | 91.0K | 45,027 | — | ↗ |
| 2024-06-07 | Sim Judith | Director | A-Award | A | Common Stock | 10,672 | 0.00 | — | 50,630 | — | ↗ |
| 2024-06-07 | Price Bridgett R | Director | A-Award | A | Common Stock | 10,672 | 0.00 | — | 39,252 | — | ↗ |
| 2024-06-07 | Clark James Lindsey | Director | A-Award | A | Common Stock | 10,672 | 0.00 | — | 50,630 | — | ↗ |
| 2024-06-07 | Bell Susan R. | Director | A-Award | A | Common Stock | 10,672 | 0.00 | — | 50,630 | — | ↗ |
| 2024-05-14 | Jaeger Joseph K. | Officer | S-Sale | D | Common Stock | 2,669 | 16.10 | 43.0K | 686,298 | — | ↗ |
| 2024-05-13 | Jaeger Joseph K. | Officer | S-Sale | D | Common Stock | 7,331 | 16.08 | 117.9K | 688,967 | — | ↗ |
| 2024-05-11 | Smith Joelle M | Officer | M-Exempt | A | Common Stock | 24,905 | 0.00 | — | 49,574 | — | ↗ |
| 2024-05-11 | Jardine Bret T | Officer | M-Exempt | A | Common Stock | 975 | 0.00 | — | 5,680 | — | ↗ |
| 2024-03-04 | Marks Steven Irwin | Officer | A-Award | A | Stock Options (Right to Buy) | 17,222 | 15.81 | 272.3K | 17,222 | — | ↗ |
| 2024-03-04 | Jardine Bret T | Officer | A-Award | A | Restricted Stock Units | 3,714 | 0.00 | — | 3,714 | — | ↗ |
| 2024-02-28 | Marks Steven Irwin | Officer | M-Exempt | A | Common Stock | 1,146 | 0.00 | — | 14,077 | — | ↗ |
| 2024-02-12 | Jaeger Joseph K. | Officer | S-Sale | D | Common Stock | 20,000 | 16.95 | 338.9K | 696,298 | — | ↗ |
| 2023-09-15 | Silver Lake Group, L.L.C. | Director / 10% Owner | S-Sale | D | Common Stock | 169,510 | 14.29 | 2.42M | 153,329 | — | ↗ |
| 2023-09-14 | Smith Joelle M | Officer | S-Sale | D | Common Stock | 10,000 | 14.39 | 143.9K | 24,669 | — | ↗ |
| 2023-08-16 | Jardine Bret T | Officer | M-Exempt | D | Stock Options (Right to Buy) | 12,000 | 6.61 | 79.3K | 150,186 | — | ↗ |
| 2023-06-23 | Jaeger Joseph K. | Officer | F-InKind | D | Common Stock | 1,238 | 14.15 | 17.5K | 716,298 | — | ↗ |
| 2023-06-08 | Sim Judith | Director | A-Award | A | Common Stock | 13,341 | 0.00 | — | 39,958 | — | ↗ |
| 2023-06-08 | Price Bridgett R | Director | A-Award | A | Common Stock | 13,341 | 0.00 | — | 28,580 | — | ↗ |
| 2023-06-08 | Clark James Lindsey | Director | A-Award | A | Common Stock | 13,341 | 0.00 | — | 39,958 | — | ↗ |
| 2023-06-08 | Bell Susan R. | Director | A-Award | A | Common Stock | 13,341 | 0.00 | — | 39,958 | — | ↗ |
| 2023-05-11 | Smith Joelle M | Officer | F-InKind | D | Common Stock | 6,847 | 12.62 | 86.4K | 34,669 | — | ↗ |
| 2023-05-11 | Jardine Bret T | Officer | A-Award | A | Stock Options (Right to Buy) | 15,749 | 12.62 | 198.8K | 15,749 | — | ↗ |
| 2023-05-10 | Staples Scott | Director / Officer | A-Award | A | Stock Options (Right to Buy) | 854,861 | 15.00 | 12.82M | 2,146,004 | — | ↗ |
| 2023-05-10 | Smith Joelle M | Officer | A-Award | A | Stock Options (Right to Buy) | 8,590 | 6.61 | 56.8K | 21,562 | — | ↗ |
| 2023-05-10 | Marks Steven Irwin | Officer | A-Award | A | Stock Options (Right to Buy) | 64,608 | 6.61 | 427.1K | 162,186 | — | ↗ |
| 2023-05-10 | Jardine Bret T | Officer | A-Award | A | Stock Options (Right to Buy) | 64,607 | 6.61 | 427.1K | 162,186 | — | ↗ |
| 2023-05-10 | Jaeger Joseph K. | Officer | A-Award | A | Restricted Stock Units | 19,918 | 0.00 | — | 40,000 | — | ↗ |
| 2023-05-10 | GAMSEY DAVID L | Officer | A-Award | A | Stock Options (Right to Buy) | 178,473 | 15.00 | 2.68M | 448,030 | — | ↗ |
| 2023-03-01 | Marks Steven Irwin | Officer | A-Award | A | Stock Options (Right to Buy) | 10,490 | 13.70 | 143.7K | 10,490 | — | ↗ |
| 2023-02-28 | Marks Steven Irwin | Officer | F-InKind | D | Common Stock | 406 | 14.51 | 5.9K | 11,030 | — | ↗ |
| 2022-06-23 | Jaeger Joseph K. | Officer | F-InKind | D | Common Stock | 1,218 | 12.63 | 15.4K | 713,672 | — | ↗ |
| 2022-06-17 | Price Bridgett R | Director | A-Award | A | Common Stock | 15,239 | 0.00 | — | 15,239 | — | ↗ |
| 2022-06-15 | Sim Judith | Director | A-Award | A | Common Stock | 11,617 | 0.00 | — | 26,617 | — | ↗ |
| 2022-06-15 | Clark James Lindsey | Director | A-Award | A | Common Stock | 11,617 | 0.00 | — | 26,617 | — | ↗ |
| 2022-06-15 | Bell Susan R. | Director | A-Award | A | Common Stock | 11,617 | 0.00 | — | 26,617 | — | ↗ |
| 2022-05-12 | Smith Joelle M | Officer | A-Award | A | Restricted Stock Units | 99,620 | 0.00 | — | 99,620 | — | ↗ |
| 2022-05-11 | Smith Joelle M | Officer | — | D | Stock Options (Right to Buy) | 12,972 | 6.61 | 85.7K | 0 | — | ↗ |
| 2022-03-16 | Marks Steven Irwin | Officer | A-Award | A | Stock Options (Right to Buy) | 10,040 | 0.00 | — | 10,040 | — | ↗ |
| 2022-02-28 | Marks Steven Irwin | Officer | — | D | Stock Options (Right to Buy) | 97,578 | 6.61 | 645.0K | 0 | — | ↗ |
| 2021-12-22 | Jaeger Joseph K. | Officer | A-Award | A | Restricted Stock Units | 30,082 | 0.00 | — | 30,082 | — | ↗ |
| 2021-11-17 | SLTA V (GP), L.L.C. | Director / 10% Owner | S-Sale | D | Common Stock | 8,337 | 19.48 | 162.4K | 0 | — | ↗ |
| 2021-11-16 | SLTA V (GP), L.L.C. | Director / 10% Owner | S-Sale | D | Common Stock | 54,134 | 19.34 | 1.05M | 75,329 | — | ↗ |
| 2021-11-15 | Staples Scott | Director / Officer | A-Award | A | Stock Options (Right to Buy) | 203,725 | 15.00 | 3.06M | 1,291,143 | — | ↗ |
| 2021-11-15 | SLTA V (GP), L.L.C. | Director / 10% Owner | J-Other | D | Common Stock | 5,389,840 | 0.00 | — | 89,557,840 | — | ↗ |
| 2021-11-15 | Jardine Bret T | Officer | S-Sale | D | Common Stock | 3,551 | 19.30 | 68.5K | 4,055 | — | ↗ |
| 2021-11-15 | Jaeger Joseph K. | Officer | A-Award | A | Stock Options (Right to Buy) | 59,690 | 15.00 | 895.4K | 378,291 | — | ↗ |
| 2021-11-15 | GAMSEY DAVID L | Officer | S-Sale | D | Common Stock | 33,432 | 19.30 | 645.2K | 558,561 | — | ↗ |
| 2021-06-25 | Staples Scott | Director / Officer | A-Award | A | Stock Options (Right to Buy) | 14,416 | 15.00 | 216.2K | 1,087,418 | — | ↗ |
| 2021-06-25 | Sim Judith | Director | A-Award | A | Common Stock | 15,000 | 0.00 | — | 15,000 | — | ↗ |
| 2021-06-25 | Silver Lake Group, L.L.C. | Director / 10% Owner | S-Sale | D | Common Stock | 5,796,929 | 14.03 | 81.30M | 110,734,013 | — | ↗ |
| 2021-06-25 | Jardine Bret T | Officer | A-Award | A | Stock Options (Right to Buy) | 81,093 | 6.61 | 536.0K | 81,093 | — | ↗ |
| 2021-06-25 | Jaeger Joseph K. | Officer | S-Sale | D | Common Stock | 13,477 | 14.03 | 189.0K | 738,903 | — | ↗ |
| 2021-06-25 | GAMSEY DAVID L | Officer | A-Award | A | Stock Options (Right to Buy) | 3,009 | 15.00 | 45.1K | 227,024 | — | ↗ |
| 2021-06-25 | Fastball Holdco, L.P. | 10% Owner | J-Other | D | Common Stock | 130,000,000 | 0.00 | — | 0 | — | ↗ |
| 2021-06-25 | Clark James Lindsey | Director | A-Award | A | Common Stock | 15,000 | 0.00 | — | 15,000 | — | ↗ |
| 2021-06-25 | Bell Susan R. | Director | A-Award | A | Common Stock | 15,000 | 0.00 | — | 15,000 | — | ↗ |
| 2021-06-23 | Stoica Bianca | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-23 | Staples Scott | Director / Officer | — | D | Stock Options (Right to Buy) | 1,073,002 | 15.00 | 16.10M | 0 | — | ↗ |
| 2021-06-23 | Sim Judith | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-23 | Silver Lake Group, L.L.C. | Director / 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 116,530,942 | — | ↗ |
| 2021-06-23 | Rudella John | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-23 | Jardine Bret T | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-23 | Jaeger Joseph K. | Officer | — | D | Stock Options (Right to Buy) | 314,378 | 15.00 | 4.72M | 0 | — | ↗ |
| 2021-06-23 | GAMSEY DAVID L | Officer | — | D | Stock Options (Right to Buy) | 224,015 | 15.00 | 3.36M | 0 | — | ↗ |
| 2021-06-23 | Fastball Holdco, L.P. | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 130,000,000 | — | ↗ |
| 2021-06-23 | Clark James Lindsey | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-23 | Bell Susan R. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-22 | Staples Scott | Director / Officer | A-Award | A | Stock Options (Right to Buy) | 1,073,002 | 15.00 | 16.10M | 1,073,002 | — | ↗ |
| 2021-06-22 | Jaeger Joseph K. | Officer | A-Award | A | Stock Options (Right to Buy) | 314,378 | 15.00 | 4.72M | 314,378 | — | ↗ |
| 2021-06-22 | GAMSEY DAVID L | Officer | A-Award | A | Stock Options (Right to Buy) | 224,015 | 15.00 | 3.36M | 224,015 | — | ↗ |
| 2009-11-23 | WALKER DAVID F | Director / 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-11-23 | STEINBACH LISA | Officer | S-Sale | D | Class A Common Stock | 16 | 0.00 | — | 0 | — | ↗ |
| 2009-11-23 | SKILLING DAVID VAN | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-11-23 | ROBERT DON | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-11-23 | NICKELSON DONALD E | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-11-23 | NALLATHAMBI ANAND K | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-11-23 | Milligan Thomas M | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-11-23 | McMahon Frank Vincent | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-11-23 | MACDONALD ANDREW D | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-11-23 | LAMSON JOHN | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-11-23 | KANIN LOVERS JILL | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-11-23 | Jardine Bret T | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-11-23 | CONNELLY D BARRY | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-11-23 | CHATHAM J DAVID | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-11-23 | BARNETT EVAN T | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-11-18 | WALKER DAVID F | Director | M-Exempt | A | Class A Common Stock | 7,953 | 0.00 | — | 20,453 | — | ↗ |
| 2009-11-18 | STEINBACH LISA | Officer | P-Purchase | A | Class A Common Stock | 16 | 0.00 | — | 16 | — | ↗ |
| 2009-11-18 | SKILLING DAVID VAN | Director | M-Exempt | A | Class A Common Stock | 7,953 | 0.00 | — | 15,453 | — | ↗ |
| 2009-11-18 | ROBERT DON | Director | M-Exempt | A | Class A Common Stock | 7,953 | 0.00 | — | 20,453 | — | ↗ |
| 2009-11-18 | NICKELSON DONALD E | Director | M-Exempt | A | Class A Common Stock | 7,953 | 0.00 | — | 20,453 | — | ↗ |
| 2009-11-18 | NALLATHAMBI ANAND K | Officer | D-Return | D | Class A Common Stock | 51,849 | 0.00 | — | 0 | — | ↗ |
| 2009-11-18 | Milligan Thomas M | Officer | D-Return | D | Class A Common Stock | 76 | 0.00 | — | 0 | — | ↗ |
| 2009-11-18 | McMahon Frank Vincent | Director | M-Exempt | A | Class A Common Stock | 2,500 | 25.13 | 62.8K | 11,772 | — | ↗ |
| 2009-11-18 | MEHTA AKSHAYA | Officer | M-Exempt | A | Class A Common Stock | 28,116 | 0.00 | — | 242,672 | — | ↗ |
| 2009-11-18 | MAVIS TODD L | Officer | M-Exempt | A | Class A Common Stock | 46,657 | 0.00 | — | 96,657 | — | ↗ |
| 2009-11-18 | MACDONALD ANDREW D | Officer | M-Exempt | D | Employee Stock Option | 50,000 | 21.63 | 1.08M | 0 | — | ↗ |
| 2009-11-18 | LAMSON JOHN | Officer | D-Return | D | Class A Common Stock | 75,000 | 0.00 | — | 146,760 | — | ↗ |
| 2009-11-18 | KENNEDY PARKER S | Director | M-Exempt | D | Restricted Stock Unit | 2,516 | 0.00 | — | 0 | — | ↗ |
| 2009-11-18 | KANIN LOVERS JILL | Director | D-Return | D | Class A Common Stock | 7,953 | 0.00 | — | 0 | — | ↗ |
| 2009-11-18 | Jardine Bret T | Officer | M-Exempt | A | Class A Common Shares | 7,500 | 26.76 | 200.7K | 33,958 | — | ↗ |
| 2009-11-18 | FIRST AMERICAN CORP | 10% Owner | P-Purchase | A | Class A Common Stock | 1,640,557 | 0.00 | — | 0 | — | ↗ |
| 2009-11-18 | CONNELLY D BARRY | Director | D-Return | D | Class A Common Stock | 2,500 | 0.00 | — | 2,500 | — | ↗ |
| 2009-11-18 | CHATHAM J DAVID | Director | D-Return | D | Class A Common Stock | 7,953 | 0.00 | — | 2,001 | — | ↗ |
| 2009-11-18 | BARNETT EVAN T | Officer | M-Exempt | A | Class A Common Stock | 18,913 | 0.00 | — | 128,371 | — | ↗ |
| 2009-11-17 | FIRST AMERICAN CORP | 10% Owner | P-Purchase | A | Class A Common Stock | 99,246 | 0.00 | — | 13,978,625 | — | ↗ |
| 2009-11-16 | FIRST AMERICAN CORP | 10% Owner | P-Purchase | A | Class A Common Stock | 253,470 | 0.00 | — | 13,879,379 | — | ↗ |
| 2009-11-13 | FIRST AMERICAN CORP | 10% Owner | P-Purchase | A | Class A Common Stock | 131,145 | 0.00 | — | 13,625,909 | — | ↗ |
| 2009-11-12 | FIRST AMERICAN CORP | 10% Owner | P-Purchase | A | Class A Common Stock | 298,866 | 0.00 | — | 13,494,764 | — | ↗ |
| 2009-11-11 | FIRST AMERICAN CORP | 10% Owner | P-Purchase | A | Class A Common Stock | 150,452 | 0.00 | — | 13,195,898 | — | ↗ |
| 2009-11-10 | WALKER DAVID F | Director | S-Sale | D | Class A Common Stock | 5,944 | 0.00 | — | 1 | — | ↗ |
| 2009-11-10 | STEINBACH LISA | Officer | P-Purchase | A | Class A Common Stock | 2,196 | 0.00 | — | 18,216 | — | ↗ |
| 2009-11-10 | SKILLING DAVID VAN | Director | S-Sale | D | Class A Common Stock | 7,944 | 0.00 | — | 1 | — | ↗ |
| 2009-11-10 | ROBERT DON | Director | S-Sale | D | Class A Common Stock | 7,944 | 0.00 | — | 1 | — | ↗ |
| 2009-11-10 | NICKELSON DONALD E | Director | S-Sale | D | Class A Common Stock | 2,944 | 0.00 | — | 1 | — | ↗ |
| 2009-11-10 | NALLATHAMBI ANAND K | Officer | S-Sale | D | Class A Common Stock | 262 | 0.00 | — | 0 | — | ↗ |
| 2009-11-10 | Milligan Thomas M | Officer | P-Purchase | A | Class A Common Stock | 3,941 | 0.00 | — | 5,835 | — | ↗ |
| 2009-11-10 | McMahon Frank Vincent | Director | S-Sale | D | Class A Common Stock | 1,251 | 0.00 | — | 1,213 | — | ↗ |
| 2009-11-10 | MEHTA AKSHAYA | Officer | S-Sale | D | Class A Common Stock | 46,292 | 0.00 | — | 4,556 | — | ↗ |
| 2009-11-10 | MAVIS TODD L | Officer | P-Purchase | A | Class A Common Stock | 2,624 | 0.00 | — | 11,880 | — | ↗ |
| 2009-11-10 | MACDONALD ANDREW D | Officer | S-Sale | D | Class A Common Stock | 15,623 | 0.00 | — | 1,906 | — | ↗ |
| 2009-11-10 | LAMSON JOHN | Officer | S-Sale | D | Class A Common Stock | 5,210 | 0.00 | — | 0 | — | ↗ |
| 2009-11-10 | KENNEDY PARKER S | Director | S-Sale | D | Class A Common Stock | 25,153 | 0.00 | — | 1,897 | — | ↗ |
| 2009-11-10 | KANIN LOVERS JILL | Director | S-Sale | D | Class A Common Stock | 2,944 | 0.00 | — | 1 | — | ↗ |
| 2009-11-10 | Jardine Bret T | Officer | S-Sale | D | Class A Common Shares | 275 | 0.00 | — | 0 | — | ↗ |
| 2009-11-10 | FirstMark Capital, L.L.C. | — | J-Other | D | Class A Common Stock | 2,092,130 | 0.00 | — | 0 | — | ↗ |
| 2009-11-10 | FIRST AMERICAN CORP | 10% Owner | P-Purchase | A | Class A Common Stock | 13,042,060 | 0.00 | — | 13,045,446 | — | ↗ |
| 2009-11-10 | CONNELLY D BARRY | Director | S-Sale | D | Class A Common Stock | 2,944 | 0.00 | — | 1 | — | ↗ |
| 2009-11-10 | CHATHAM J DAVID | Director | S-Sale | D | Class A Common Stock | 4,444 | 0.00 | — | 2,001 | — | ↗ |
| 2009-11-10 | BARNETT EVAN T | Officer | S-Sale | D | Class A Common Stock | 12,982 | 0.00 | — | 4,458 | — | ↗ |
| 2009-08-31 | STEINBACH LISA | Officer | A-Award | A | Restricted Stock Unit | 5,000 | 0.00 | — | 20,552 | — | ↗ |
| 2009-08-31 | Milligan Thomas M | Officer | A-Award | A | Restricted Stock Unit | 4,000 | 0.00 | — | 16,114 | — | ↗ |
| 2009-08-31 | Jardine Bret T | Officer | A-Award | A | Restricted Stock Unit | 5,000 | 0.00 | — | 16,458 | — | ↗ |
| 2009-05-13 | MAVIS TODD L | Officer | P-Purchase | A | Class A Common Stock | 814 | 11.95 | 9.7K | 9,256 | — | ↗ |
| 2009-05-06 | MAVIS TODD L | Officer | P-Purchase | A | Class A Common Stock | 600 | 12.82 | 7.7K | 8,256 | — | ↗ |
| 2009-04-30 | Tischler Howard | Officer | S-Sale | D | Class A Common Stock | 100 | 14.50 | 1.5K | 7,317 | — | ↗ |
| 2009-04-29 | WALKER DAVID F | Director | M-Exempt | D | Restricted Stock Unit | 1,054 | 0.00 | — | 7,953 | — | ↗ |
| 2009-04-29 | Tischler Howard | Officer | S-Sale | D | Class A Common Stock | 500 | 13.50 | 6.8K | 0 | — | ↗ |
| 2009-04-29 | SKILLING DAVID VAN | Director | M-Exempt | D | Restricted Stock Unit | 1,054 | 0.00 | — | 7,953 | — | ↗ |
| 2009-04-29 | ROBERT DON | Director | M-Exempt | D | Restricted Stock Unit | 1,054 | 0.00 | — | 7,953 | — | ↗ |
| 2009-04-29 | NICKELSON DONALD E | Director | M-Exempt | D | Restricted Stock Unit | 1,054 | 0.00 | — | 7,953 | — | ↗ |
| 2009-04-29 | McMahon Frank Vincent | Director | J-Other | A | Class A Common Stock | 606 | 0.00 | — | 2,464 | — | ↗ |
| 2009-04-29 | KENNEDY PARKER S | Director | M-Exempt | A | Class A Common Stock | 1,054 | 0.00 | — | 26,444 | — | ↗ |
| 2009-04-29 | KANIN LOVERS JILL | Director | M-Exempt | D | Restricted Stock Unit | 1,054 | 0.00 | — | 7,953 | — | ↗ |
| 2009-04-29 | CONNELLY D BARRY | Director | M-Exempt | A | Class A Common Stock | 1,054 | 0.00 | — | 2,945 | — | ↗ |
| 2009-04-29 | CHATHAM J DAVID | Director | M-Exempt | A | Class A Common Stock | 1,054 | 0.00 | — | 6,445 | — | ↗ |
| 2009-04-29 | BARNETT EVAN T | Officer | S-Sale | D | Class A Common Stock | 4,439 | 13.35 | 59.3K | 17,440 | — | ↗ |
| 2009-04-28 | WALKER DAVID F | Director | A-Award | A | Restricted Stock Unit | 4,894 | 0.00 | — | 9,007 | — | ↗ |
| 2009-04-28 | SKILLING DAVID VAN | Director | A-Award | A | Restricted Stock Unit | 4,894 | 0.00 | — | 9,007 | — | ↗ |
| 2009-04-28 | ROBERT DON | Director | A-Award | A | Restricted Stock Unit | 4,894 | 0.00 | — | 9,007 | — | ↗ |
| 2009-04-28 | NICKELSON DONALD E | Director | A-Award | A | Restricted Stock Unit | 4,894 | 0.00 | — | 9,007 | — | ↗ |
| 2009-04-28 | KANIN LOVERS JILL | Director | A-Award | A | Restricted Stock Unit | 4,894 | 0.00 | — | 9,007 | — | ↗ |
| 2009-04-28 | CONNELLY D BARRY | Director | A-Award | A | Restricted Stock Unit | 4,894 | 0.00 | — | 9,007 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Scott Staples Chief Executive Officer | 700.0K | 575.0K | — | — | — | 7.4K | 1.28M | 0.00% | ↗ |
| 2 | 2025 | Joelle M. Smith President | 600.0K | 500.0K | — | — | — | 7.4K | 1.11M | 0.00% | ↗ |
| 3 | 2025 | Bret T. Jardine Chief Legal Officer and Corporate Secretary | 450.0K | 275.0K | 96.0K | 76.2K | — | 6.4K | 903.6K | 19.06% | ↗ |
| 4 | 2025 | Douglas Nairne Global Chief Operating Officer | 500.1K | 349.5K | — | — | — | — | 849.6K | 0.00% | ↗ |
| 5 | 2025 | Steven Marks Chief Financial Officer & Executive Vice President | 450.0K | 275.0K | — | — | — | 7.4K | 732.4K | 0.00% | ↗ |
| 6 | 2024 | Scott Staples Chief Executive Officer | 616.7K | 660.4K | 1.46M | 1.36M | — | 5.2K | 4.10M | 68.76% | ↗ |
| 7 | 2024 | Joelle M. Smith President | 500.9K | 347.2K | 1.29M | 1.12M | — | 3.0K | 3.27M | 73.95% | ↗ |
| 8 | 2024 | Steven Marks Chief Financial Officer & Executive Vice President | 343.2K | 523.1K | 1.12M | 1.02M | — | 5.0K | 3.01M | 71.05% | ↗ |
| 9 | 2024 | Douglas Nairne Global Chief Operating Officer | 354.5K | 192.7K | 534.3K | 492.1K | — | 64.0K | 1.64M | 62.68% | ↗ |
| 10 | 2024 | Bret T. Jardine Chief Legal Officer and Corporate Secretary | 387.5K | 546.9K | 156.2K | 139.2K | — | 4.5K | 1.23M | 23.93% | ↗ |
| 11 | 2024 | David L. Gamsey Former Chief Financial Officer & Executive Vice President (retired effective November 8, 2024) | 457.7K | 565.0K | — | — | — | 5.2K | 1.03M | 0.00% | ↗ |
| 12 | 2024 | Joseph Jaeger Former President, Americas (retired effective November 1, 2024) | 416.7K | 200.0K | — | — | — | 62.9K | 679.5K | 0.00% | ↗ |
| 13 | 2023 | Scott Staples Chief Executive Officer | 600.0K | 100.0K | — | — | — | 5.0K | 705.0K | 0.00% | ↗ |
| 14 | 2023 | Joseph Jaeger President, Americas | 500.0K | 100.0K | — | — | — | 5.0K | 605.0K | 0.00% | ↗ |
| 15 | 2023 | Joseph Jaeger Former President, Americas (retired effective November 1, 2024) | 500.0K | 100.0K | — | — | — | 5.0K | 605.0K | 0.00% | ↗ |
| 16 | 2023 | David L. Gamsey Former Chief Financial Officer & Executive Vice President (retired effective November 8, 2024) | 500.0K | 75.0K | — | — | — | 1.8K | 576.8K | 0.00% | ↗ |
| 17 | 2023 | David L. Gamsey Chief Financial Officer & Executive Vice President | 500.0K | 75.0K | — | — | — | 1.8K | 576.8K | 0.00% | ↗ |
| 18 | 2023 | Bret T. Jardine Chief Legal Officer and Corporate Secretary | 369.3K | 56.3K | 49.3K | 82.4K | — | 4.4K | 561.6K | 23.44% | ↗ |
| 19 | 2023 | Bret T. Jardine EVP, General Counsel & Corporate Secretary | 369.3K | 56.3K | 49.3K | 82.4K | — | 4.4K | 561.6K | 23.44% | ↗ |
| 20 | 2023 | Joelle M. Smith President, Data, Technology, and Experience | 460.0K | 69.0K | — | — | — | 5.0K | 534.0K | 0.00% | ↗ |
| 21 | 2023 | Joelle M. Smith President | 460.0K | 69.0K | — | — | — | 5.0K | 534.0K | 0.00% | ↗ |
| 22 | 2022 | Joelle M. Smith President | 436.5K | 78.5K | 1.46M | 2.31M | — | 4.4K | 4.29M | 87.89% | ↗ |
| 23 | 2022 | Joelle M. Smith President, Data, Technology, and Experience | 436.5K | 78.5K | 1.46M | 2.31M | — | 4.4K | 4.29M | 87.89% | ↗ |
| 24 | 2022 | Scott Staples Chief Executive Officer | 600.0K | 153.0K | — | — | — | 4.6K | 757.6K | 0.00% | ↗ |
| 25 | 2022 | Joseph Jaeger Former President, Americas (retired effective November 1, 2024) | 500.0K | 191.3K | — | — | — | 4.6K | 695.9K | 0.00% | ↗ |
| 26 | 2022 | Joseph Jaeger President, Americas | 500.0K | 191.3K | — | — | — | 4.6K | 695.9K | 0.00% | ↗ |
| 27 | 2022 | David L. Gamsey Former Chief Financial Officer & Executive Vice President (retired effective November 8, 2024) | 500.0K | 95.7K | — | — | — | 4.6K | 600.2K | 0.00% | ↗ |
| 28 | 2022 | David L. Gamsey Chief Financial Officer & Executive Vice President | 500.0K | 95.7K | — | — | — | 4.6K | 600.2K | 0.00% | ↗ |
| 29 | 2022 | Bret T. Jardine EVP, General Counsel & Corporate Secretary | 351.8K | 67.3K | — | — | — | 4.0K | 423.1K | 0.00% | ↗ |
| 30 | 2022 | Bret T. Jardine Chief Legal Officer and Corporate Secretary | 351.8K | 67.3K | — | — | — | 4.0K | 423.1K | 0.00% | ↗ |
| 31 | 2021 | Scott Staples Chief Executive Officer | 600.0K | — | — | 6.17M | 400.0K | 4.4K | 7.17M | 85.99% | ↗ |
| 32 | 2021 | Joseph Jaeger President, Americas | 500.0K | — | 527.0K | 1.81M | 500.0K | 4.4K | 3.34M | 69.91% | ↗ |
| 33 | 2021 | David L. Gamsey Chief Financial Officer & Executive Vice President | 500.0K | — | — | 1.29M | 250.0K | 4.4K | 2.04M | 63.05% | ↗ |
| 34 | 2020 | Scott Staples Chief Executive Officer | 450.0K | 750.0K | 4.19M | — | 277.3K | 4.3K | 5.67M | 73.89% | ↗ |
| 35 | 2020 | Joseph Jaeger President, Americas | 500.0K | 750.0K | 1.22M | — | 432.1K | 4.3K | 2.91M | 42.03% | ↗ |
| 36 | 2020 | David L. Gamsey Chief Financial Officer & Executive Vice President | 400.0K | 750.0K | 873.4K | — | 172.8K | 4.3K | 2.20M | 39.69% | ↗ |
| 37 | 2008 | Anand Nallathambi, Chief Executive Officer and President | 700.0K | 444.5K | 967.3K | 1.02M | — | 37.4K | 3.41M | 58.12% | ↗ |
| 38 | 2008 | John Lamson, Chief Financial Officer and Executive Vice President | 375.0K | 238.1K | 477.7K | 138.5K | — | 20.8K | 1.26M | 48.85% | ↗ |
| 39 | 2008 | Akshaya Mehta, Executive Vice President-Corporate Infrastructure | 345.0K | 219.1K | 497.1K | 28.0K | — | 17.7K | 1.11M | 47.44% | ↗ |
| 40 | 2008 | Todd Mavis, Executive Vice President-Operations | 395.5K | 238.1K | 166.5K | 104.4K | — | 156.4K | 1.06M | 25.54% | ↗ |
| 41 | 2008 | Evan Barnett, President of Multifamily Services Segment | 306.0K | 297.4K | 342.1K | 11.2K | — | 16.5K | 985.0K | 35.86% | ↗ |
| 42 | 2007 | Anand Nallathambi, Chief Executive Officer and President | 625.0K | — | 562.6K | 1.18M | 781.3K | 36.8K | 3.17M | 54.90% | ↗ |
| 43 | 2007 | John Lamson, Chief Financial Officer and Executive Vice President | 350.0K | — | 348.2K | 300.9K | 437.5K | 22.0K | 1.49M | 43.66% | ↗ |
| 44 | 2007 | Akshaya Mehta, Executive Vice President-Corporate Infrastructure | 336.0K | — | 423.0K | 190.1K | 328.7K | 17.6K | 1.38M | 44.35% | ↗ |
| 45 | 2007 | Evan Barnett, President of Multifamily Services Segment | 288.8K | — | 286.2K | 73.5K | 296.0K | 16.4K | 962.7K | 37.37% | ↗ |
| 46 | 2007 | Bart Valdez, President of Employer Services Segment | 285.0K | — | 132.1K | 171.8K | 238.6K | 16.4K | 844.2K | 35.99% | ↗ |
| 47 | 2006 | John Long Chief Executive Officer | 600.0K | — | 397.3K | 1.46M | 703.1K | 32.3K | 3.62M | 51.37% | ↗ |
| 48 | 2006 | Anand Nallathambi, Chief Executive Officer and President | 525.0K | — | 420.0K | 815.5K | 615.2K | 34.0K | 2.72M | 45.35% | ↗ |
| 49 | 2006 | Anand Nallathambi President | 525.0K | — | 420.0K | 815.5K | 615.2K | 34.0K | 2.72M | 45.35% | ↗ |
| 50 | 2006 | Akshaya Mehta Chief Operating Officer | 310.0K | — | 242.1K | 476.0K | 346.8K | 17.4K | 1.45M | 49.67% | ↗ |
| 51 | 2006 | Akshaya Mehta, Executive Vice President-Corporate Infrastructure | 310.0K | — | 242.1K | 476.0K | 346.8K | 17.4K | 1.45M | 49.67% | ↗ |
| 52 | 2006 | John Lamson, Chief Financial Officer and Executive Vice President | 275.0K | — | 179.7K | 472.5K | 326.6K | 23.4K | 1.31M | 49.77% | ↗ |
| 53 | 2006 | John Lamson Chief Financial Officer | 275.0K | — | 179.7K | 472.5K | 326.6K | 23.4K | 1.31M | 49.77% | ↗ |
| 54 | 2006 | Evan Barnett, President of Multifamily Services Segment | 275.0K | 74.3K | 162.6K | 230.7K | 160.7K | 16.2K | 923.6K | 42.58% | ↗ |
| 55 | 2005 | John Long, Chief Executive Officer | — | — | — | — | — | 8.4K | 8.4K | 0.00% | ↗ |
| 56 | 2005 | John Lamson, Chief Financial Officer | — | — | — | — | — | 5.4K | 5.4K | 0.00% | ↗ |
| 57 | 2005 | Anand Nallathambi President | — | — | — | — | — | 5.2K | 5.2K | 0.00% | ↗ |
| 58 | 2005 | Akshaya Mehta, Chief Operating Officer | — | — | — | — | — | 4.9K | 4.9K | 0.00% | ↗ |
| 59 | 2005 | Evan Barnett, President of Multifamily Services Segment | — | — | — | — | — | 4.9K | 4.9K | 0.00% | ↗ |
| 60 | 2004 | Beth Henricks, President of Tax Consulting Division | 240.0K | 384.0K | — | 25.0K | — | 4.7K | 628.7K | 3.98% | ↗ |
| 61 | 2004 | Evan Barnett, President of Resident Screening Services Division | 235.0K | 300.0K | — | — | — | 5.1K | 540.1K | 0.00% | ↗ |
| 62 | 2004 | David Wachtel, Chief Technology Officer | 250.0K | 100.0K | — | — | — | 423.00 | 350.4K | 0.00% | ↗ |
| 63 | 2004 | John Long, Chief Executive Officer | — | — | — | — | — | 7.7K | 7.7K | 0.00% | ↗ |
| 64 | 2004 | John Lamson, Chief Financial Officer | — | — | — | — | — | 5.3K | 5.3K | 0.00% | ↗ |
| 65 | 2004 | Evan Barnett, President of Multifamily Services Segment | — | — | — | — | — | 5.1K | 5.1K | 0.00% | ↗ |
| 66 | 2004 | Akshaya Mehta, Chief Operating Officer | — | — | — | — | — | 4.8K | 4.8K | 0.00% | ↗ |
| 67 | 2004 | Anand Nallathambi President | — | — | — | — | — | — | — | — | ↗ |
| 68 | 2003 | John Long, Chief Executive Officer | 307.0K | 409.8K | — | 420.0K | — | 12.0K | 728.8K | 57.63% | ↗ |
| 69 | 2003 | David Wachtel, Chief Technology Officer | 237.6K | 225.0K | — | 40.0K | — | 65.00 | 462.7K | 8.65% | ↗ |
| 70 | 2003 | Akshaya Mehta, Chief Operating Officer | 238.9K | 200.0K | — | 135.0K | — | 8.1K | 447.0K | 30.20% | ↗ |
| 71 | 2003 | Evan Barnett, President of Resident Screening Services Division | 226.2K | 205.5K | — | 75.0K | — | 12.0K | 443.7K | 16.90% | ↗ |
| 72 | 2003 | John Lamson, Chief Financial Officer | 205.6K | 200.0K | — | 100.0K | — | 11.2K | 416.7K | 24.00% | ↗ |
| 73 | 2003 | Evan Barnett, President of Multifamily Services Segment | — | — | — | — | — | 12.0K | 12.0K | 0.00% | ↗ |
| 74 | 2003 | Akshaya Mehta, Chief Operating Officer | — | — | — | — | — | 12.0K | 12.0K | 0.00% | ↗ |
| 75 | 2003 | John Long, Chief Executive Officer | — | — | — | — | — | 12.0K | 12.0K | 0.00% | ↗ |
| 76 | 2003 | John Lamson, Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 77 | 2003 | Evan Barnett, President of Resident Screening Services Division | — | — | — | — | — | — | — | — | ↗ |
| 78 | 2003 | David Wachtel, Chief Technology Officer | — | — | — | — | — | — | — | — | ↗ |
| 79 | 2003 | Beth Henricks, President of Tax Consulting Division | — | — | — | — | — | — | — | — | ↗ |
| 80 | 2002 | John Long, Chief Executive Officer | — | — | — | — | — | 8.1K | 8.1K | 0.00% | ↗ |
| 81 | 2002 | Akshaya Mehta, Chief Operating Officer | — | — | — | — | — | 65.00 | 65.00 | 0.00% | ↗ |
| 82 | 2002 | Beth Henricks, President of Tax Consulting Division | — | — | — | — | — | — | — | — | ↗ |
| 83 | 2002 | Evan Barnett, President of Resident Screening Services Division | — | — | — | — | — | — | — | — | ↗ |
| 84 | 2002 | Akshaya Mehta, Chief Operating Officer | — | — | — | — | — | — | — | — | ↗ |
| 85 | 2002 | John Long, Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 86 | 2002 | Evan Barnett, President of Resident Screening Services Division | — | — | — | — | — | — | — | — | ↗ |
| 87 | 2002 | David Wachtel, Chief Technology Officer | — | — | — | — | — | — | — | — | ↗ |
| 88 | 2002 | John Lamson, Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 89 | 2002 | John Lamson, Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 90 | 2002 | David Wachtel, Chief Technology Officer | — | — | — | — | — | — | — | — | ↗ |
| 91 | 2001 | John Long, Chief Executive Officer | — | — | — | — | — | 11.2K | 11.2K | 0.00% | ↗ |
| 92 | 2001 | Akshaya Mehta, Chief Operating Officer | — | — | — | — | — | — | — | — | ↗ |
| 93 | 2001 | John Lamson, Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 94 | 2001 | Evan Barnett, President of Resident Screening Services Division | — | — | — | — | — | — | — | — | ↗ |
| 95 | 2001 | David Wachtel, Chief Technology Officer | — | — | — | — | — | — | — | — | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Scott Staples | Chief Executive Officer & Director | 1M | male |
| Joelle Smith | President | 1M | female |
| Douglas Nairne | Global Chief Operating Officer | 849.6K | male |
| Steven Marks | Executive Vice President & Chief Financial Officer | 732.4K | male |
| Bret T. Jardine ESQ. | Chief Legal Officer & Secretary | 731.4K | male |
| Stephanie D. Gorman | Vice President of Investor Relations | — | female |
| Beth Price | Chief People & Culture Officer | — | — |
| Victor Sachs | Senior Vice President of Customer Service & Digital Transformation | — | male |
| Brad Doctor | Chief Information Security Officer | — | male |
| Jon Black | SVP of IT Operations | — | — |
| Mariah Mellor | Senior Director of Corporate Communications | — | — |
| Maureen Lally | Chief Marketing Officer | — | female |
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Community Opinion for FA
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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