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Franklin Covey Co. (FC)
USD20.65
+0.14 (+0.68%)
US NYSE Industrials Consulting Services
Address
2200 West Parkway Boulevard 84119-2331
Salt Lake City, UT, US
Salt Lake City, UT, US
CEO
Paul S. Walker
Website
franklincovey.com
IPO
1992-06-03
CIK 886206 ISIN US3534691098
Description
Franklin Covey Co. provides specialized training and advisory services across the globe, assisting both businesses and individuals. The company's expertise lies in critical areas like operational efficiency, improving sales results, enhancing overall productivity, building customer loyalty, and advancing educational standards. Franklin Covey's operations are structured into three primary segments: its directly managed offices, a network of international licensees, and a dedicated education division. Additionally, the firm offers a wide range of programs and materials designed to boost individual effectiveness and foster leadership development. Established in 1983, its corporate headquarters are located in Salt Lake City, Utah.
News Sentiment (7d)
Based on only 2 articles — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD20.65
+0.14 (+0.68%)
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Volume Profile
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Liquidity & share structure
Average Volume
113.2K
Beta
0.80
Float Shares
9.14M
Free Float %
81.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.25% | +0.72% | +11.89% | +82.18% | +50.89% | +41.36% | +1.45% | -34.92% | -24.53% | +55.03% | +32.70% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (8 ratings, all time)
Buy
Price Targets & DCF
Current price
20.65
Low
25.00
+21.1%
Consensus
25.00
+21.1%
Median
25.00
+21.1%
High
25.00
+21.1%
DCF (Unlevered)
16.32
-21.0%
DCF (Levered)
66.14
+220.3%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 2 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 2 |
23.50
+13.8%
|
| All Time | 4 |
50.50
+144.6%
|
Quality scores
Altman Z-Score
2.74
Grey zone
Piotroski F-Score
4 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Consulting Services: +8.7%-7.0% Q2'26: +1.0% (vs Q2'25)
-
EPS growth Consulting Services: +10.0%-86.2% Q2'26: +345.5% (vs Q2'25)
-
FCF margin FCF growth · Consulting Services: +16.4%+2.9% Q2'26: +19.4% (vs Q2'25)
-
EBIT margin Consulting Services: +14.1%+2.3% Q2'26: +0.0% (vs Q2'25)
-
ROIC Consulting Services: +12.0%+8.5% Q2'26: +0.0% (vs Q2'25)
-
Share dilution Consulting Services: +0.6%-3.1% ★ Q2'26: -11.2% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Consulting Services: -0.79×0.54× ★ Q2'26: 0.00× (vs Q2'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Aug 1994 actual |
Aug 1995 actual |
Aug 1996 actual |
Aug 1997 actual |
Aug 1999 actual |
Aug 2015 actual |
Aug 2016 actual |
Aug 2017 actual |
Aug 2018 actual |
Aug 2019 actual |
Aug 2020 actual |
Aug 2021 actual |
Aug 2022 actual |
Aug 2023 actual |
Aug 2024 actual |
Aug 2025 actual |
Aug 2026 3 Rev. Ana. 2 EPS Ana. |
Aug 2027 3 Rev. Ana. 3 EPS Ana. |
Aug 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
215.90M
est: 227.90M (-5.3%)
|
277.10M
est: 295.21M (-6.1%)
|
332.00M
est: 352.32M (-5.8%)
|
433.30M
est: 529.63M (-18.2%)
|
554.90M
est: 672.48M (-17.5%)
|
209.94M
est: 215.54M (-2.6%)
|
200.06M
est: 203.79M (-1.8%)
|
185.26M
est: 190.33M (-2.7%)
|
209.76M
est: 211.58M (-0.9%)
|
225.36M
est: 228.18M (-1.2%)
|
198.46M
est: 197.38M (+0.5%)
|
224.17M
est: 218.66M (+2.5%)
|
262.84M
est: 257.87M (+1.9%)
|
280.52M
est: 284.18M (-1.3%)
|
287.23M
est: 283.41M (+1.3%)
|
267.07M
est: 266.93M (+0.1%)
|
267.75M
264.84M – 269.88M
+0.3% YoY
|
278.66M
275.08M – 280.92M
+4.1% YoY
|
420.00M
415.04M – 423.40M
+50.7% YoY
|
| EBITDA |
55.90M
est: 61.58M (-9.2%)
|
73.40M
est: 77.46M (-5.2%)
|
72.90M
est: 76.48M (-4.7%)
|
96.40M
est: 101.54M (-5.1%)
|
80.80M
est: 49.02M (+64.8%)
|
31.51M
est: 26.26M (+20.0%)
|
24.98M
est: 24.82M (+0.6%)
|
2.66M
est: 23.18M (-88.5%)
|
12.97M
est: 25.77M (-49.7%)
|
19.26M
est: 27.80M (-30.7%)
|
14.72M
est: 24.04M (-38.8%)
|
23.82M
est: 26.64M (-10.6%)
|
38.18M
est: 55.01M (-30.6%)
|
39.98M
est: 72.68M (-45.0%)
|
46.25M
est: 34.52M (+34.0%)
|
14.43M
est: 32.52M (-55.6%)
|
32.62M
32.26M – 32.88M
+0.3% YoY
|
33.95M
33.51M – 34.22M
+4.1% YoY
|
51.16M
50.56M – 51.58M
+50.7% YoY
|
| EBIT |
49.60M
est: 53.17M (-6.7%)
|
61.70M
est: 61.73M (-0.1%)
|
56.70M
est: 57.30M (-1.1%)
|
72.80M
est: 82.77M (-12.0%)
|
37.25M
est: 40.78M (-8.7%)
|
19.55M
est: 15.79M (+23.8%)
|
14.17M
est: 14.93M (-5.1%)
|
-8.50M
est: 13.94M (-161.0%)
|
-2.84M
est: 15.50M (-118.3%)
|
2.95M
est: 16.72M (-82.4%)
|
3.11M
est: 14.46M (-78.5%)
|
8.17M
est: 16.02M (-49.0%)
|
23.74M
est: 54.15M (-56.2%)
|
27.45M
est: 64.45M (-57.4%)
|
34.17M
est: 6.94M (+392.1%)
|
6.07M
est: 6.54M (-7.2%)
|
6.56M
6.49M – 6.61M
+0.3% YoY
|
6.83M
6.74M – 6.88M
+4.1% YoY
|
10.29M
10.17M – 10.37M
+50.7% YoY
|
| Net Income |
30.90M
est: 32.95M (-6.2%)
|
38.70M
est: 38.78M (-0.2%)
|
34.20M
est: 34.41M (-0.6%)
|
38.90M
est: 40.39M (-3.7%)
|
-8.80M
est: -9.48M (+7.2%)
|
11.12M
est: 10.28M (+8.1%)
|
7.02M
est: 6.89M (+1.8%)
|
-7.17M
est: -5.96M (-20.3%)
|
-5.89M
est: -2.61M (-125.5%)
|
-1.02M
est: -1.57M (+34.7%)
|
-9.44M
est: -13.12M (+28.1%)
|
13.62M
est: 12.82M (+6.2%)
|
18.43M
est: 10.72M (+72.0%)
|
17.78M
est: 19.74M (-9.9%)
|
23.40M
est: 21.86M (+7.0%)
|
3.07M
est: 4.57M (-32.9%)
|
5.49M
3.43M – 6.73M
+20.0% YoY
|
12.17M
10.88M – 15.12M
+121.7% YoY
|
—
— – —
-100.0% YoY
|
| SGA |
75.90M
est: 80.14M (-5.3%)
|
95.50M
est: 103.99M (-8.2%)
|
116.40M
est: 125.79M (-7.5%)
|
164.10M
est: 209.35M (-21.6%)
|
235.00M
est: 283.91M (-17.2%)
|
108.77M
est: 140.32M (-22.5%)
|
112.05M
est: 132.67M (-15.5%)
|
122.88M
est: 123.91M (-0.8%)
|
140.11M
est: 137.74M (+1.7%)
|
143.49M
est: 148.55M (-3.4%)
|
129.41M
est: 128.50M (+0.7%)
|
153.11M
est: 142.35M (+7.6%)
|
168.00M
est: 167.88M (+0.1%)
|
178.52M
est: 185.01M (-3.5%)
|
175.94M
est: 184.51M (-4.6%)
|
182.68M
est: 173.78M (+5.1%)
|
174.31M
172.42M – 175.70M
+0.3% YoY
|
181.42M
179.09M – 182.89M
+4.1% YoY
|
273.43M
270.20M – 275.64M
+50.7% YoY
|
| EPS |
1.40
est: 1.47 (-4.8%)
|
1.71
est: 1.68 (+1.8%)
|
1.53
est: 1.77 (-13.6%)
|
1.83
est: 2.04 (-10.3%)
|
-0.42
est: 1.38 (-130.4%)
|
0.66
est: 0.79 (-16.2%)
|
0.47
est: 0.53 (-11.0%)
|
-0.52
est: -0.46 (-13.9%)
|
-0.43
est: -0.20 (-115.0%)
|
-0.07
est: -0.12 (+38.9%)
|
-0.68
est: -1.01 (+32.3%)
|
0.97
est: 0.98 (-1.3%)
|
1.30
est: 1.21 (+7.4%)
|
1.30
est: 1.24 (+5.1%)
|
1.78
est: 1.68 (+6.3%)
|
0.24
est: 0.34 (-29.4%)
|
0.38
0.26 – 0.52
+10.3% YoY
|
0.99
0.83 – 1.16
+162.7% YoY
|
—
— – —
-100.0% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 2/5 |
| 2026-05-27 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 2/5 |
| 2026-05-26 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 2/5 |
| 2026-05-22 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 2/5 |
| 2026-05-21 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 2/5 |
| 2026-05-20 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 2/5 |
| 2026-05-19 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 2/5 |
| 2026-05-18 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 2/5 |
| 2026-05-15 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 2/5 |
| 2026-05-14 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 2/5 |
| 2026-05-13 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 2/5 |
| 2026-05-12 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 2/5 |
| 2026-05-11 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 2/5 |
| 2026-05-08 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-07 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-06 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-05 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-04 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-01 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-30 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-29 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-28 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-27 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-24 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-23 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-22 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-21 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-20 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-17 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-16 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-15 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
18.80M
OE per share TTM
1.58
Owner's Yield
6.94%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
5.1%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
106
Total invested
132.87M
Insider transactions (90d)
0
Beneficial owners (>5%)
16
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | William Blair36-2214610 | 1.63M | 9.19% | 1.63M | — | 1.63M | — | BD, IA | W Adams Chicago IL | 2012-01-30 | ↗ |
| 2 | (1) BlackRock, Inc. | 1.34M | 9.40% | 1.24M | — | 1.34M | — | HC | Delaware | 2022-02-01 | ↗ |
| 3 | Pembroke Management, LTD | 1.32M | 7.85% | 1.32M | — | 1.32M | — | IA | Canada | 2015-02-09 | ↗ |
| 4 | (. | 1.21M | 7.15% | 1.18M | — | 1.21M | — | IA | Delaware | 2015-02-05 | ↗ |
| 5 | BLAIR WILLIAM & CO/IL | 905.1K | 5.36% | 874.7K | — | 905.1K | — | BD, IA | 222 W. Adams, Chicago, IL 60606' | 2015-07-02 | ↗ |
| 6 | Oregon Public Employees’ Retirement Fund | 746.8K | 5.40% | 746.8K | — | 746.8K | — | EP | — | 2020-01-23 | ↗ |
| 7 | The Vanguard Group - 23-1945930 | 679.5K | 5.12% | — | 20.9K | 647.2K | 32.4K | IA | Pennsylvania | 2024-02-13 | ↗ |
| 8 | 30-0447847 | 607.1K | 4.30% | 579.3K | — | 607.1K | — | IA | Delaware Limited Partnership | 2021-02-12 | ↗ |
| 9 | John H. Lewis | 332.7K | 2.40% | — | — | — | 321.4K | IN | United States | 2020-02-14 | ↗ |
| 10 | Osmium Partners, LLC | 321.4K | 2.32% | — | — | — | 321.4K | IA, OO | United States | 2020-02-14 | ↗ |
| 11 | Osmium Capital, LP | 135.0K | 1.00% | — | — | — | 135.0K | PN | United States | 2020-02-14 | ↗ |
| 12 | Osmium Diamond, LP | 79.8K | 0.60% | — | — | — | 79.8K | PN | United States | 2020-02-14 | ↗ |
| 13 | William Blair & Company, LLC | 73.6K | 0.45% | 50.5K | — | 73.6K | — | BD, IA | 222 W. Adams St., Chicago, IL 60606 | 2016-02-12 | ↗ |
| 14 | Osmium Capital II, LP | 57.9K | 0.40% | — | — | — | 57.9K | PN | United States | 2020-02-14 | ↗ |
| 15 | Osmium Spartan, LP | 48.7K | 0.40% | — | — | — | 48.7K | PN | United States | 2020-02-14 | ↗ |
| 16 | 2. | 13.7K | 0.10% | — | — | — | 13.7K | PN | United States | 2014-02-12 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
106
+0 vs prev Q
New positions
20
Closed positions
20
Increased
60
Reduced
34
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | EP WEALTH ADVISORS, LLC | 16.4K +16.4K (+100.0%) | 274.40M +274.4M (+100.0%) | 0.13% +0.134 pp | 0.00% +0.001 pp | USD16.78 +0.0% | 1 qtrs NEW |
| 2 | ALLIANCEBERNSTEIN L.P. | 1.14M +91.2K (+8.7%) | 19.19M -1.2M (-6.1%) | 9.37% +1.202 pp | 0.01% 0.000 pp | USD28.55 -41.2% | 27 qtrs — |
| 3 | BLACKROCK, INC. | 985.3K +13.6K (+1.4%) | 16.53M -2.3M (-12.3%) | 8.07% +0.532 pp | 0.00% 0.000 pp | USD40.79 -58.9% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 667.2K -32.7K (-4.7%) | 11.20M -2.4M (-17.6%) | 5.46% +0.035 pp | 0.00% +0.000 pp | USD30.73 -45.4% | 84 qtrs — |
| 5 | RICE HALL JAMES & ASSOCIATES, LLC | 480.7K -3.3K (-0.7%) | 8.07M -1.3M (-14.1%) | 3.94% +0.182 pp | 0.44% -0.068 pp | USD30.53 -45.0% | 49 qtrs — |
| 6 | ROYCE & ASSOCIATES LP | 449.0K -389.0K (-46.4%) | 7.53M -8.7M (-53.7%) | 3.68% -2.823 pp | 0.08% -0.086 pp | USD28.57 -41.3% | 49 qtrs — |
| 7 | FEDERATED HERMES, INC. | 376.4K +171.7K (+83.9%) | 6.32M +2.3M (+59.0%) | 3.08% +1.495 pp | 0.01% +0.004 pp | USD19.69 -14.8% | 27 qtrs — |
| 8 | DIMENSIONAL FUND ADVISORS LP | 319.3K -36.5K (-10.3%) | 5.36M -1.5M (-22.4%) | 2.62% -0.145 pp | 0.00% 0.000 pp | USD14.31 +17.3% | 51 qtrs — |
| 9 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 312.9K -278.4K (-47.1%) | 5.25M -6.2M (-54.3%) | 2.56% -2.025 pp | 0.31% -0.359 pp | USD24.41 -31.3% | 55 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 301.5K +1.6K (+0.5%) | 5.06M -761.5K (-13.1%) | 2.47% +0.143 pp | 0.00% 0.000 pp | USD29.86 -43.8% | 78 qtrs — |
| 11 | ACADIAN ASSET MANAGEMENT LLC | 276.0K -21.2K (-7.1%) | 4.63M -1.1M (-19.7%) | 2.26% -0.045 pp | 0.01% -0.003 pp | USD35.86 -53.2% | 28 qtrs — |
| 12 | STATE STREET CORP | 239.1K -2.1K (-0.9%) | 4.01M -668.8K (-14.3%) | 1.96% +0.088 pp | 0.00% +0.000 pp | USD24.00 -30.1% | 51 qtrs — |
| 13 | HERALD INVESTMENT MANAGEMENT LTD | 175.0K +— (+0.0%) | 2.93M -463.8K (-13.7%) | 1.43% +0.076 pp | 0.38% -0.069 pp | USD19.41 -13.5% | 2 qtrs — |
| 14 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 172.5K +12.6K (+7.8%) | 2.89M -210.1K (-6.8%) | 1.41% +0.172 pp | 0.01% -0.001 pp | USD24.39 -31.2% | 4 qtrs — |
| 15 | JACOBS LEVY EQUITY MANAGEMENT, INC | 171.3K -3.0K (-1.7%) | 2.87M -509.2K (-15.0%) | 1.40% +0.051 pp | 0.01% -0.002 pp | USD22.17 -24.3% | 4 qtrs — |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 146.8K -50.2K (-25.5%) | 2.46M -1.4M (-35.6%) | 1.20% -0.326 pp | 0.00% -0.001 pp | USD28.66 -41.5% | 6 qtrs — |
| 17 | BANK OF AMERICA CORP /DE/ | 133.0K -14.4K (-9.8%) | 2.23M -630.1K (-22.0%) | 1.09% -0.055 pp | 0.00% +0.000 pp | USD24.37 -31.1% | 52 qtrs — |
| 18 | MORGAN STANLEY | 122.8K +14.7K (+13.6%) | 2.06M -37.5K (-1.8%) | 1.01% +0.167 pp | 0.00% +0.000 pp | USD25.52 -34.2% | 51 qtrs — |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 117.2K -15.1K (-11.4%) | 1.97M -601.3K (-23.4%) | 0.96% -0.066 pp | 0.00% 0.000 pp | USD38.55 -56.5% | 81 qtrs — |
| 20 | DEUTSCHE BANK AG\ | 116.7K +31.4K (+36.9%) | 1.96M +303.4K (+18.3%) | 0.96% +0.294 pp | 0.00% +0.000 pp | USD36.26 -53.7% | 50 qtrs — |
| 21 | D. E. SHAW & CO., INC. | 103.5K -23.6K (-18.6%) | 1.74M -730.9K (-29.6%) | 0.85% -0.139 pp | 0.00% 0.000 pp | USD28.30 -40.7% | 24 qtrs — |
| 22 | GOLDMAN SACHS GROUP INC | 102.7K +23.9K (+30.3%) | 1.72M +193.1K (+12.6%) | 0.84% +0.230 pp | 0.00% +0.000 pp | USD31.60 -46.9% | 73 qtrs — |
| 23 | NORTHERN TRUST CORP | 94.0K -2.2K (-2.3%) | 1.58M -289.4K (-15.5%) | 0.77% +0.024 pp | 0.00% +0.000 pp | USD20.20 -16.9% | 51 qtrs — |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 84.2K +456.0 (+0.5%) | 1.41M -212.5K (-13.1%) | 0.69% +0.040 pp | 0.00% +0.000 pp | USD25.82 -35.0% | 57 qtrs — |
| 25 | COOPER CREEK PARTNERS MANAGEMENT LLC | 69.5K +— (+0.0%) | 1.17M -182.0K (-13.5%) | 0.57% +0.030 pp | 0.05% +0.011 pp | USD15.54 +8.0% | 24 qtrs — |
| 26 | MILLENNIUM MANAGEMENT LLC | 69.5K -190.2K (-73.2%) | 1.17M -3.9M (-76.9%) | 0.57% -1.445 pp | 0.00% -0.002 pp | USD21.82 -23.1% | 21 qtrs — |
| 27 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 68.2K -49.0K (-41.8%) | 1.14M -1.1M (-49.7%) | 0.56% -0.351 pp | 0.02% -0.025 pp | USD19.41 -13.5% | 2 qtrs — |
| 28 | HARBOR CAPITAL ADVISORS, INC. | 66.3K -6.3K (-8.7%) | 1.11M -297.0K (-21.1%) | 0.54% -0.020 pp | 0.09% -0.023 pp | USD39.15 -57.1% | 8 qtrs — |
| 29 | RUSSELL INVESTMENTS GROUP, LTD. | 63.8K -71.2K (-52.8%) | 1.07M -1.6M (-59.2%) | 0.52% -0.525 pp | 0.00% -0.002 pp | USD27.12 -38.1% | 7 qtrs — |
| 30 | TWO SIGMA INVESTMENTS, LP | 63.4K +41.1K (+184.0%) | 1.06M +630.7K (+145.5%) | 0.52% +0.346 pp | 0.00% +0.001 pp | USD25.89 -35.2% | 43 qtrs — |
| 31 | AMERIPRISE FINANCIAL INC | 57.3K +535.0 (+0.9%) | 961.3K -140.3K (-12.7%) | 0.47% +0.029 pp | 0.00% +0.000 pp | USD22.47 -25.3% | 4 qtrs — |
| 32 | MARSHALL WACE, LLP | 51.3K +51.3K (+100.0%) | 861.4K +861.4K (+100.0%) | 0.42% +0.420 pp | 0.00% +0.001 pp | USD16.78 +0.0% | 1 qtrs NEW |
| 33 | AMERICAN CENTURY COMPANIES INC | 48.1K +17.3K (+56.2%) | 807.6K +209.7K (+35.1%) | 0.39% +0.155 pp | 0.00% +0.000 pp | USD31.77 -47.2% | 14 qtrs — |
| 34 | TWO SIGMA ADVISERS, LP | 46.1K +10.0K (+27.7%) | 773.6K +72.9K (+10.4%) | 0.38% +0.098 pp | 0.00% +0.000 pp | USD33.76 -50.3% | 51 qtrs — |
| 35 | SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 40.8K +— (+0.0%) | 684.9K -107.4K (-13.5%) | 0.33% +0.018 pp | 0.39% -0.073 pp | USD19.41 -13.5% | 2 qtrs — |
| 36 | QUANTINNO CAPITAL MANAGEMENT LP | 37.9K +20.2K (+113.5%) | 636.2K +291.5K (+84.6%) | 0.31% +0.173 pp | 0.00% +0.000 pp | USD20.45 -17.9% | 4 qtrs — |
| 37 | GLOBEFLEX CAPITAL L P | 37.8K +— (+0.0%) | 634.6K -99.5K (-13.5%) | 0.31% +0.016 pp | 0.10% -0.016 pp | USD34.45 -51.3% | 22 qtrs — |
| 38 | JANE STREET GROUP, LLC | 37.6K +8.7K (+30.2%) | 630.9K +70.4K (+12.6%) | 0.31% +0.084 pp | 0.00% +0.000 pp | USD27.10 -38.1% | 15 qtrs — |
| 39 | BANK OF NEW YORK MELLON CORP | 36.5K +1.0K (+2.9%) | 612.8K -76.0K (-11.0%) | 0.30% +0.024 pp | 0.00% +0.000 pp | USD23.26 -27.9% | 66 qtrs — |
| 40 | PRICE T ROWE ASSOCIATES INC /MD/ | 34.5K +11.7K (+51.3%) | 580.0K +137.0K (+30.9%) | 0.28% +0.106 pp | 0.00% +0.000 pp | USD23.49 -28.6% | 72 qtrs — |
| 41 | AQR CAPITAL MANAGEMENT LLC | 32.2K -9.1K (-22.0%) | 540.5K -261.4K (-32.6%) | 0.26% -0.057 pp | 0.00% 0.000 pp | USD39.78 -57.8% | 18 qtrs — |
| 42 | BARCLAYS PLC | 30.2K -3.3K (-9.9%) | 506.3K -871.5K (-63.3%) | 0.25% -0.013 pp | 0.00% 0.000 pp | USD31.13 -46.1% | 38 qtrs — |
| 43 | UBS GROUP AG | 28.4K +10.6K (+59.3%) | 476.9K +130.7K (+37.7%) | 0.23% +0.094 pp | 0.00% +0.000 pp | USD26.80 -37.4% | 38 qtrs — |
| 44 | ILLUMINE INVESTMENT MANAGEMENT, LLC | 27.4K +1.8K (+6.9%) | 460.2K -37.7K (-7.6%) | 0.22% +0.026 pp | 0.34% -0.019 pp | USD29.83 -43.7% | 5 qtrs — |
| 45 | NUVEEN, LLC | 25.8K +— (+0.0%) | 432.8K -67.8K (-13.5%) | 0.21% +0.011 pp | 0.00% +0.000 pp | USD27.62 -39.2% | 4 qtrs — |
| 46 | INVESCO LTD. | 21.6K +2.1K (+10.5%) | 361.7K -16.8K (-4.4%) | 0.18% +0.025 pp | 0.00% +0.000 pp | USD30.59 -45.1% | 21 qtrs — |
| 47 | STATE OF WISCONSIN INVESTMENT BOARD | 21.4K +1.6K (+8.1%) | 358.3K -25.1K (-6.5%) | 0.17% +0.022 pp | 0.00% 0.000 pp | USD19.21 -12.6% | 2 qtrs — |
| 48 | STRS OHIO | 20.8K +2.0K (+10.6%) | 349.0K -15.9K (-4.4%) | 0.17% +0.025 pp | 0.00% +0.000 pp | USD25.00 -32.9% | 42 qtrs — |
| 49 | FRANKLIN RESOURCES INC | 20.2K -3.3K (-14.0%) | 339.1K -117.2K (-25.7%) | 0.17% -0.017 pp | 0.00% +0.000 pp | USD31.99 -47.5% | 11 qtrs — |
| 50 | GSA CAPITAL PARTNERS LLP | 16.0K +16.0K (+100.0%) | 269.0K +269.0K (+100.0%) | 0.13% +0.131 pp | 0.02% +0.023 pp | USD16.78 +0.0% | 1 qtrs NEW |
| 51 | TOROSO INVESTMENTS, LLC | 15.2K -484.0 (-3.1%) | 255.6K -49.5K (-16.2%) | 0.12% +0.003 pp | 0.00% +0.000 pp | USD35.27 -52.4% | 7 qtrs — |
| 52 | BRIDGE CITY CAPITAL, LLC | 15.1K +— (+0.0%) | 253.0K -39.7K (-13.5%) | 0.12% +0.007 pp | 0.07% -0.004 pp | USD19.41 -13.5% | 2 qtrs — |
| 53 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 14.9K +— (+0.0%) | 250.4K -39.2K (-13.5%) | 0.12% +0.007 pp | 0.00% 0.000 pp | USD19.41 -13.5% | 2 qtrs — |
| 54 | SOLTIS INVESTMENT ADVISORS LLC | 14.8K -595.0 (-3.9%) | 249.0K -50.6K (-16.9%) | 0.12% +0.002 pp | 0.02% -0.005 pp | USD32.23 -47.9% | 25 qtrs — |
| 55 | EXCHANGE TRADED CONCEPTS, LLC | 14.8K +849.0 (+6.1%) | 248.7K -22.5K (-8.3%) | 0.12% +0.013 pp | 0.00% 0.000 pp | USD19.26 -12.9% | 2 qtrs — |
| 56 | VOYA INVESTMENT MANAGEMENT LLC | 14.7K +246.0 (+1.7%) | 246.1K -33.8K (-12.1%) | 0.12% +0.008 pp | 0.00% +0.000 pp | USD22.72 -26.1% | 3 qtrs — |
| 57 | RHUMBLINE ADVISERS | 14.6K -1.8K (-11.0%) | 244.2K -73.0K (-23.0%) | 0.12% -0.008 pp | 0.00% 0.000 pp | USD28.60 -41.3% | 47 qtrs — |
| 58 | MAN GROUP PLC | 13.5K +13.5K (+100.0%) | 225.9K +225.9K (+100.0%) | 0.11% +0.110 pp | 0.00% +0.000 pp | USD16.78 +0.0% | 24 qtrs — |
| 59 | XTX TOPCO LTD | 12.8K -125.0 (-1.0%) | 214.8K -36.1K (-14.4%) | 0.10% +0.005 pp | 0.01% -0.007 pp | USD19.41 -13.5% | 8 qtrs — |
| 60 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 12.7K +12.7K (+100.0%) | 212.0K +212.0K (+100.0%) | 0.10% +0.104 pp | 0.05% +0.048 pp | USD16.78 +0.0% | 1 qtrs NEW |
| 61 | HSBC HOLDINGS PLC | 12.3K +12.3K (+100.0%) | 208.5K +208.5K (+100.0%) | 0.10% +0.101 pp | 0.00% +0.000 pp | USD16.78 +0.0% | 24 qtrs — |
| 62 | NUMERAI GP LLC | 12.1K -3.6K (-22.9%) | 203.2K -101.6K (-33.3%) | 0.10% -0.023 pp | 0.02% -0.019 pp | USD22.35 -24.9% | 3 qtrs — |
| 63 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 11.9K +— (+0.0%) | 200.1K -31.4K (-13.5%) | 0.10% +0.005 pp | 0.01% -0.002 pp | USD27.62 -39.2% | 9 qtrs — |
| 64 | WELLS FARGO & COMPANY/MN | 11.8K +4.9K (+71.8%) | 198.5K +64.9K (+48.5%) | 0.10% +0.044 pp | 0.00% +0.000 pp | USD26.64 -37.0% | 54 qtrs — |
| 65 | MCMORGAN & CO LLC | 11.1K -75.7K (-87.3%) | 185.7K -1.5M (-89.0%) | 0.09% -0.583 pp | 0.03% -0.229 pp | USD40.42 -58.5% | 9 qtrs — |
| 66 | RAYMOND JAMES FINANCIAL INC | 10.6K -10.2K (-48.9%) | 178.1K -225.2K (-55.8%) | 0.09% -0.074 pp | 0.00% 0.000 pp | USD22.82 -26.5% | 3 qtrs — |
| 67 | QUEST PARTNERS LLC | 8.3K -13.5K (-62.0%) | 138.8K -283.9K (-67.2%) | 0.07% -0.101 pp | 0.01% -0.020 pp | USD26.10 -35.7% | 9 qtrs — |
| 68 | FMR LLC | 6.9K -768.0 (-10.0%) | 116.5K -33.2K (-22.2%) | 0.06% -0.003 pp | 0.00% +0.000 pp | USD21.22 -20.9% | 30 qtrs — |
| 69 | METLIFE INVESTMENT MANAGEMENT, LLC | 6.6K +— (+0.0%) | 110.1K -17.3K (-13.5%) | 0.05% +0.003 pp | 0.00% 0.000 pp | USD31.35 -46.5% | 32 qtrs — |
| 70 | NEW YORK STATE COMMON RETIREMENT FUND | 5.1K +— (+0.0%) | 85.5K -13.4K (-13.6%) | 0.04% +0.002 pp | 0.00% +0.000 pp | USD20.72 -19.0% | 44 qtrs — |
| 71 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 5.0K -200.0 (-3.9%) | 83.5K -17.0K (-16.9%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD36.47 -54.0% | 7 qtrs — |
| 72 | JPMORGAN CHASE & CO | 5.0K -196.0 (-3.8%) | 83.1K -16.8K (-16.8%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD38.91 -56.9% | 40 qtrs — |
| 73 | BNP PARIBAS ARBITRAGE, SNC | 2.4K +186.0 (+8.3%) | 40.6K -2.8K (-6.4%) | 0.02% +0.003 pp | 0.00% +0.000 pp | USD29.40 -42.9% | 49 qtrs — |
| 74 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 2.4K +— (+0.0%) | 40.1K -6.3K (-13.5%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD37.58 -55.3% | 5 qtrs — |
| 75 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 1.9K +1.9K (+100.0%) | 31.0K +31.0K (+100.0%) | 0.02% +0.016 pp | 0.00% +0.000 pp | USD16.78 +0.0% | 1 qtrs NEW |
| 76 | WISER ADVISOR GROUP LLC | 1.8K +— (+0.0%) | 30.4K -4.8K (-13.6%) | 0.01% +0.001 pp | 0.03% -0.009 pp | USD19.41 -13.5% | 9 qtrs — |
| 77 | ROYAL BANK OF CANADA | 1.8K -32.9K (-94.9%) | 29.0K -644.0K (-95.7%) | 0.01% -0.255 pp | 0.00% 0.000 pp | USD23.23 -27.8% | 30 qtrs — |
| 78 | LEGAL & GENERAL GROUP PLC | 1.2K -26.0 (-2.1%) | 20.2K -3.7K (-15.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD42.13 -60.2% | 46 qtrs — |
| 79 | AMERITAS INVESTMENT PARTNERS, INC. | 1.2K +— (+0.0%) | 20.2K -3.2K (-13.6%) | 0.01% +0.001 pp | 0.00% 0.000 pp | USD23.90 -29.8% | 36 qtrs — |
| 80 | PNC FINANCIAL SERVICES GROUP, INC. | 1.1K +678.0 (+150.0%) | 19.0K +10.2K (+116.1%) | 0.01% +0.006 pp | 0.00% +0.000 pp | USD18.84 -10.9% | 6 qtrs — |
| 81 | TOWER RESEARCH CAPITAL LLC (TRC) | 843.00 +67.0 (+8.6%) | 14.1K -916.0 (-6.1%) | 0.01% +0.001 pp | 0.00% 0.000 pp | USD32.88 -49.0% | 35 qtrs — |
| 82 | PHYSICIAN WEALTH ADVISORS, INC. | 704.00 +— (+0.0%) | 11.8K -1.9K (-13.5%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD37.58 -55.3% | 5 qtrs — |
| 83 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 663.00 -163.0 (-19.7%) | 11.1K -4.9K (-30.6%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD36.77 -54.4% | 52 qtrs — |
| 84 | NISA INVESTMENT ADVISORS, LLC | 641.00 +641.0 (+100.0%) | 10.8K +10.8K (+100.0%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD16.78 +0.0% | 8 qtrs — |
| 85 | COVESTOR LTD | 439.00 +42.0 (+10.6%) | 8.0K +— (+0.0%) | 0.00% +0.001 pp | 0.00% 0.000 pp | USD19.15 -12.4% | 2 qtrs — |
| 86 | CWM, LLC | 502.00 -1.5K (-74.7%) | 8.0K -30.0K (-78.9%) | 0.00% -0.011 pp | 0.00% 0.000 pp | USD25.88 -35.2% | 7 qtrs — |
| 87 | AMALGAMATED BANK | 339.00 -95.0 (-21.9%) | 6.0K -2.0K (-25.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD45.08 -62.8% | 16 qtrs — |
| 88 | CITIGROUP INC | 344.00 -646.0 (-65.3%) | 5.8K -13.4K (-70.0%) | 0.00% -0.005 pp | 0.00% +0.000 pp | USD41.61 -59.7% | 54 qtrs — |
| 89 | PLANTE MORAN FINANCIAL ADVISORS, LLC | 205.00 +205.0 (+100.0%) | 3.4K +3.4K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD16.78 +0.0% | 1 qtrs NEW |
| 90 | MASSMUTUAL TRUST CO FSB/ADV | 186.00 +144.0 (+342.9%) | 3.1K +2.3K (+282.9%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD18.13 -7.4% | 3 qtrs — |
| 91 | OPTIVER HOLDING B.V. | 184.00 +— (+0.0%) | 3.1K -483.0 (-13.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.41 -13.5% | 2 qtrs — |
| 92 | STERLING CAPITAL MANAGEMENT LLC | 163.00 +37.0 (+29.4%) | 2.7K +289.0 (+11.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.55 -22.1% | 6 qtrs — |
| 93 | FARTHER FINANCE ADVISORS, LLC | 113.00 +113.0 (+100.0%) | 1.9K +1.9K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD16.78 +0.0% | 3 qtrs — |
| 94 | PINNACLE WEALTH PLANNING SERVICES, INC. | 110.00 +110.0 (+100.0%) | 1.8K +1.8K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD16.77 +0.1% | 1 qtrs NEW |
| 95 | LOS ANGELES CAPITAL MANAGEMENT LLC | 104.00 +104.0 (+100.0%) | 1.8K +1.8K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD16.78 +0.0% | 1 qtrs NEW |
| 96 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 72.00 +— (+0.0%) | 1.2K -190.0 (-13.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.40 -13.5% | 2 qtrs — |
| 97 | SIMPLEX TRADING, LLC | 55.00 +55.0 (+100.0%) | 922.00 +922.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD16.76 +0.1% | 1 qtrs NEW |
| 98 | IFP ADVISORS, INC | 46.00 +21.0 (+84.0%) | 772.00 +287.0 (+59.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD18.20 -7.8% | 5 qtrs — |
| 99 | ROTHSCHILD INVESTMENT LLC | 40.00 +— (+0.0%) | 671.00 -105.0 (-13.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD20.25 -17.1% | 3 qtrs — |
| 100 | GAMMA INVESTING LLC | 18.00 -47.0 (-72.3%) | 302.00 -960.0 (-76.1%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD24.22 -30.7% | 8 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 76 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Acquirers Small and Micro Deep Value ETF DEEP | 1.74% | 474.5K | 0.80% |
| 2 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.30% | 86.3K | 0.60% |
| 3 | iShares Micro-Cap ETF IWC | 0.04% | 663.5K | 0.60% |
| 4 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.03% | 16.7K | 0.35% |
| 5 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.03% | 315.5K | 0.20% |
| 6 | WisdomTree U.S. SmallCap Fund EES | 0.02% | 173.1K | 0.38% |
| 7 | Sequoia Global Value ETF SFGV | 0.02% | 193.5K | 0.38% |
| 8 | U.S. Micro Cap Portfolio ETF DFMC | 0.02% | 1.32M | 0.43% |
| 9 | Invesco RAFI US 1500 Small-Mid ETF PRFZ | 0.01% | 361.0K | 0.34% |
| 10 | iShares Russell 2000 Growth ETF IWO | 0.01% | 1.86M | 0.24% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
7.00
Bullish
Ratio by volume
3.00
Bullish
Buys
7
Sells
1
Shares acquired
40.4K
Shares disposed
4.8K
Cash buys
—
Cash sales
—
Net activity
+35,612
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | WHITMAN ROBERT A | Director | G-Gift | D | Common shares | 26,258 | 0.00 | — | 681,719 | D | ↗ |
| 2026-01-29 | WHITMAN ROBERT A | Director | G-Gift | D | Common shares | 4,834 | 0.00 | — | 707,977 | D | ↗ |
| 2026-01-23 | WHITMAN ROBERT A | Director | A-Award | A | Common shares | 5,778 | 0.00 | — | 712,811 | D | ↗ |
| 2026-01-23 | VAN BEVER DEREK C M | Director | A-Award | A | Common shares | 5,778 | 0.00 | — | 24,011 | D | ↗ |
| 2026-01-23 | RIVERA EFRAIN | Director | A-Award | A | Common shares | 5,778 | 0.00 | — | 12,087 | D | ↗ |
| 2026-01-23 | Phillips Nancy R | Director | A-Award | A | Common shares | 5,778 | 0.00 | — | 20,951 | D | ↗ |
| 2026-01-23 | MCNAMARA DONALD J | Director | A-Award | A | Common shares | 5,778 | 0.00 | — | 459,980 | D | ↗ |
| 2026-01-23 | Cuffie Craig | Director | A-Award | A | Common shares | 5,778 | 0.00 | — | 16,944 | D | ↗ |
| 2026-01-23 | Chow Anne H | Director | A-Award | A | Common shares | 5,778 | 0.00 | — | 20,951 | D | ↗ |
| 2025-11-21 | Walker Paul S | Director / Officer | F-InKind | D | Common shares | 1,292 | 19.56 | 25.3K | 138,341 | D | ↗ |
| 2025-11-21 | WHITMAN ROBERT A | Director | A-Award | A | Common shares | 14,151 | 0.00 | — | 716,098 | D | ↗ |
| 2025-11-21 | Procter Holly | Officer | F-InKind | D | Common shares | 131 | 19.56 | 2.6K | 10,341 | D | ↗ |
| 2025-11-21 | Hatch Anthony Derek | Officer | A-Award | A | Common shares | 1,357 | 0.00 | — | 14,782 | D | ↗ |
| 2025-11-21 | Dom Colleen D | Officer | F-InKind | D | Common shares | 1,333 | 15.13 | 20.2K | 61,550 | D | ↗ |
| 2025-11-21 | Covey Michael Sean Merrill | Officer | F-InKind | D | Common shares | 517 | 19.56 | 10.1K | 226,328 | D | ↗ |
| 2025-11-13 | Walker Paul S | Director / Officer | A-Award | A | Common shares | 23,716 | 0.00 | — | 131,929 | D | ↗ |
| 2025-11-13 | Procter Holly | Officer | A-Award | A | Common shares | 7,298 | 0.00 | — | 9,260 | D | ↗ |
| 2025-11-13 | Hatch Anthony Derek | Officer | A-Award | A | Common shares | 2,044 | 0.00 | — | 13,551 | D | ↗ |
| 2025-11-13 | Dom Colleen D | Officer | A-Award | A | Common shares | 5,108 | 0.00 | — | 60,018 | D | ↗ |
| 2025-11-13 | Covey Michael Sean Merrill | Officer | A-Award | A | Commmon shares | 6,568 | 0.00 | — | 225,204 | D | ↗ |
| 2025-11-13 | Betjemann Jessica | Officer | A-Award | A | Common shares | 12,406 | 0.00 | — | 15,342 | D | ↗ |
| 2025-11-11 | Dom Colleen D | Officer | G-Gift | D | Common shares | 2,600 | 0.00 | — | 54,910 | D | ↗ |
| 2025-11-10 | Covey Michael Sean Merrill | Officer | S-Sale | D | Common shares | 7,000 | 14.68 | 102.8K | 218,636 | D | ↗ |
| 2025-10-20 | Walker Paul S | Director / Officer | F-InKind | D | Common shares | 1,461 | 17.65 | 25.8K | 130,468 | D | ↗ |
| 2025-10-20 | Procter Holly | Officer | F-InKind | D | Common shares | 131 | 17.65 | 2.3K | 10,472 | D | ↗ |
| 2025-10-20 | Hatch Anthony Derek | Officer | F-InKind | D | Common shares | 126 | 17.65 | 2.2K | 13,425 | D | ↗ |
| 2025-10-20 | Dom Colleen D | Officer | F-InKind | D | Common shares | 149 | 17.65 | 2.6K | 59,869 | D | ↗ |
| 2025-10-20 | Covey Michael Sean Merrill | Officer | F-InKind | D | Common shares | 208 | 17.65 | 3.7K | 224,996 | D | ↗ |
| 2025-10-20 | Betjemann Jessica | Officer | F-InKind | D | Common shares | 287 | 17.65 | 5.1K | 15,055 | D | ↗ |
| 2025-09-01 | Procter Holly | Officer | — | — | Common Shares | 0 | 0.00 | — | 1,962 | D | ↗ |
| 2025-07-11 | Walker Paul S | Director / Officer | A-Award | A | Common Shares | 9,914 | 0.00 | — | 108,213 | D | ↗ |
| 2025-07-11 | Procter Holly | Officer | A-Award | A | Common shares | 1,343 | 0.00 | — | 10,603 | D | ↗ |
| 2025-07-11 | Hatch Anthony Derek | Officer | A-Award | A | Common Shares | 855 | 0.00 | — | 11,507 | D | ↗ |
| 2025-07-11 | Dom Colleen D | Officer | A-Award | A | Common Shares | 1,526 | 0.00 | — | 57,510 | D | ↗ |
| 2025-07-11 | Covey Michael Sean Merrill | Officer | A-Award | A | Common Shares | 2,136 | 0.00 | — | 229,636 | D | ↗ |
| 2025-07-11 | Colosimo Jennifer C. | Officer | A-Award | A | Common Shares | 1,831 | 0.00 | — | 37,336 | D | ↗ |
| 2025-07-11 | Betjemann Jessica | Officer | A-Award | A | Common Shares | 2,936 | 0.00 | — | 2,936 | D | ↗ |
| 2025-05-01 | Hatch Anthony Derek | Officer | — | — | Common Shares | 0 | 0.00 | — | 10,652 | D | ↗ |
| 2025-05-01 | Betjemann Jessica | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-02-24 | WHITMAN ROBERT A | Director | G-Gift | D | common shares | 4,615 | 0.00 | — | 696,955 | D | ↗ |
| 2025-02-04 | Covey Michael Sean Merrill | Officer | G-Gift | D | common shares | 1,000 | 0.00 | — | 223,500 | D | ↗ |
| 2025-01-27 | Covey Michael Sean Merrill | Officer | G-Gift | D | common shares | 3,000 | 0.00 | — | 224,500 | D | ↗ |
| 2025-01-24 | WHITMAN ROBERT A | Director | A-Award | A | common shares | 3,417 | 0.00 | — | 701,570 | D | ↗ |
| 2025-01-24 | VAN BEVER DEREK C M | Director | A-Award | A | common shares | 3,417 | 0.00 | — | 18,233 | D | ↗ |
| 2025-01-24 | RIVERA EFRAIN | Director | A-Award | A | common shares | 3,417 | 0.00 | — | 6,309 | D | ↗ |
| 2025-01-24 | Phillips Nancy R | Director | A-Award | A | common shares | 3,417 | 0.00 | — | 15,173 | D | ↗ |
| 2025-01-24 | PETERSON JOEL CLINTON | Director | A-Award | A | common shares | 3,417 | 0.00 | — | 245,602 | D | ↗ |
| 2025-01-24 | MCNAMARA DONALD J | Director | A-Award | A | common shares | 3,417 | 0.00 | — | 454,202 | D | ↗ |
| 2025-01-24 | Cuffie Craig | Director | A-Award | A | common shares | 3,417 | 0.00 | — | 11,166 | D | ↗ |
| 2025-01-24 | Chow Anne H | Director | A-Award | A | common shares | 3,417 | 0.00 | — | 15,173 | D | ↗ |
| 2025-01-23 | WHITMAN ROBERT A | Director | G-Gift | D | common shares | 11,975 | 0.00 | — | 698,153 | D | ↗ |
| 2024-11-26 | YOUNG STEPHEN D | Officer | G-Gift | D | common shares | 39,750 | 0.00 | — | 200,456 | D | ↗ |
| 2024-11-13 | Walker Paul S | Director / Officer | G-Gift | D | common shares | 3,600 | 0.00 | — | 98,299 | D | ↗ |
| 2024-11-13 | Dom Colleen D | Officer | G-Gift | D | common shares | 2,025 | 0.00 | — | 55,984 | D | ↗ |
| 2024-10-11 | YOUNG STEPHEN D | Officer | F-InKind | D | common shares | 13,043 | 40.85 | 532.8K | 204,206 | D | ↗ |
| 2024-10-11 | Walker Paul S | Director / Officer | A-Award | A | common shares | 5,355 | 0.00 | — | 83,902 | D | ↗ |
| 2024-10-11 | WHITMAN ROBERT A | Director | A-Award | A | common shares | 14,488 | 0.00 | — | 690,199 | D | ↗ |
| 2024-10-11 | Dom Colleen D | Officer | A-Award | A | common shares | 7,319 | 0.00 | — | 65,462 | D | ↗ |
| 2024-10-11 | Covey Michael Sean Merrill | Officer | F-InKind | D | common shares | 7,117 | 40.85 | 290.7K | 227,500 | D | ↗ |
| 2024-10-11 | Colosimo Jennifer C. | Officer | A-Award | A | common shares | 4,410 | 0.00 | — | 34,122 | D | ↗ |
| 2024-05-28 | Covey Michael Sean Merrill | Officer | G-Gift | D | common shares | 960 | 0.00 | — | 218,166 | — | ↗ |
| 2024-05-24 | Covey Michael Sean Merrill | Officer | G-Gift | D | common shares | 3,000 | 0.00 | — | 219,126 | — | ↗ |
| 2024-05-23 | YOUNG STEPHEN D | Officer | G-Gift | D | common shares | 2,551 | 0.00 | — | 225,741 | — | ↗ |
| 2024-05-02 | WHITMAN ROBERT A | Director | G-Gift | D | common shares | 998 | 0.00 | — | 700,711 | — | ↗ |
| 2024-01-19 | WHITMAN ROBERT A | Director | A-Award | A | common shares | 2,892 | 0.00 | — | 711,622 | — | ↗ |
| 2024-01-19 | VAN BEVER DEREK C M | Director | A-Award | A | common shares | 2,892 | 0.00 | — | 14,816 | — | ↗ |
| 2024-01-19 | RIVERA EFRAIN | Director | A-Award | A | common shares | 2,892 | 0.00 | — | 2,892 | — | ↗ |
| 2024-01-19 | Phillips Nancy R | Director | A-Award | A | common shares | 2,892 | 0.00 | — | 11,756 | — | ↗ |
| 2024-01-19 | PETERSON JOEL CLINTON | Director | A-Award | A | common shares | 2,892 | 0.00 | — | 242,185 | — | ↗ |
| 2024-01-19 | MCNAMARA DONALD J | Director | A-Award | A | common shares | 2,892 | 0.00 | — | 450,785 | — | ↗ |
| 2024-01-19 | Cuffie Craig | Director | A-Award | A | common shares | 2,892 | 0.00 | — | 7,749 | — | ↗ |
| 2024-01-19 | Chow Anne H | Director | A-Award | A | common shares | 2,892 | 0.00 | — | 11,756 | — | ↗ |
| 2023-10-06 | YOUNG STEPHEN D | Officer | A-Award | A | Common shares | 15,699 | 0.00 | — | 220,912 | — | ↗ |
| 2023-10-06 | Walker Paul S | Director / Officer | A-Award | A | Common shares | 9,895 | 0.00 | — | 75,624 | — | ↗ |
| 2023-10-06 | WHITMAN ROBERT A | Director | A-Award | A | Common shares | 100,000 | 0.00 | — | 792,517 | — | ↗ |
| 2023-10-06 | Sherman Meisha | Officer | A-Award | A | Common shares | 1,310 | 0.00 | — | 1,310 | — | ↗ |
| 2023-10-06 | Dom Colleen D | Officer | A-Award | A | Common shares | 17,392 | 0.00 | — | 63,092 | — | ↗ |
| 2023-10-06 | Covey Michael Sean Merrill | Officer | A-Award | A | Common shares | 3,845 | 0.00 | — | 208,990 | — | ↗ |
| 2023-10-06 | Colosimo Jennifer C. | Officer | A-Award | A | Common shares | 6,818 | 0.00 | — | 21,571 | — | ↗ |
| 2023-09-27 | RIVERA EFRAIN | Director | — | D | Common shares | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-08-31 | Dom Colleen D | Officer | G-Gift | D | Common Shares | 1,637 | 0.00 | — | 32,884 | — | ↗ |
| 2023-08-29 | Walker Paul S | Director / Officer | G-Gift | D | Common shares | 3,300 | 0.00 | — | 36,979 | — | ↗ |
| 2023-08-04 | Covey Michael Sean Merrill | Officer | G-Gift | D | common shares | 5,000 | 0.00 | — | 207,145 | — | ↗ |
| 2023-04-12 | Sherman Meisha | Officer | A-Award | A | common shares | 1,143 | 0.00 | — | 2,453 | D | ↗ |
| 2023-02-14 | Sherman Meisha | Officer | — | D | common shares | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-02-03 | WHITMAN ROBERT A | Director | G-Gift | D | common shares | 9,165 | 0.00 | — | 702,457 | — | ↗ |
| 2023-01-20 | VAN BEVER DEREK C M | Director | A-Award | A | common shares | 2,647 | 0.00 | — | 11,924 | — | ↗ |
| 2023-01-20 | Phillips Nancy R | Director | A-Award | A | common shares | 2,647 | 0.00 | — | 8,864 | — | ↗ |
| 2023-01-20 | PETERSON JOEL CLINTON | Director | A-Award | A | common shares | 2,647 | 0.00 | — | 239,293 | — | ↗ |
| 2023-01-20 | MCNAMARA DONALD J | Director | A-Award | A | common shares | 2,647 | 0.00 | — | 447,893 | — | ↗ |
| 2023-01-20 | Cuffie Craig | Director | A-Award | A | common shares | 2,647 | 0.00 | — | 4,857 | — | ↗ |
| 2023-01-20 | Chow Anne H | Director | A-Award | A | common shares | 2,647 | 0.00 | — | 8,864 | — | ↗ |
| 2022-12-09 | Walker Paul S | Director / Officer | A-Award | A | common shares | 2,923 | 0.00 | — | 78,547 | D | ↗ |
| 2022-12-06 | Covey Michael Sean Merrill | Officer | G-Gift | D | Common shares | 2,000 | 0.00 | — | 205,145 | — | ↗ |
| 2022-11-17 | Dom Colleen D | Officer | G-Gift | D | Common Shares | 200 | 0.00 | — | 34,521 | — | ↗ |
| 2022-11-10 | WHITMAN ROBERT A | Director | A-Award | A | Common shares | 4,992 | 0.00 | — | 701,947 | D | ↗ |
| 2022-11-10 | Colosimo Jennifer C. | Officer | A-Award | A | common shares | 250 | 0.00 | — | 27,822 | D | ↗ |
| 2022-10-14 | YOUNG STEPHEN D | Officer | F-InKind | D | common shares | 1,085 | 47.05 | 51.0K | 196,625 | — | ↗ |
| 2022-10-14 | Walker Paul S | Officer | F-InKind | D | common shares | 1,318 | 47.05 | 62.0K | 36,293 | — | ↗ |
| 2022-10-14 | WHITMAN ROBERT A | Officer | F-InKind | D | common shares | 3,566 | 47.05 | 167.8K | 618,830 | — | ↗ |
| 2022-10-14 | Dom Colleen D | Officer | A-Award | A | common shares | 1,063 | 0.00 | — | 34,721 | — | ↗ |
| 2022-10-14 | Davis Clifton Todd | Officer | F-InKind | D | common shares | 418 | 47.05 | 19.7K | 29,458 | — | ↗ |
| 2022-10-14 | Covey Michael Sean Merrill | Officer | A-Award | A | common shares | 1,169 | 0.00 | — | 212,145 | — | ↗ |
| 2022-10-14 | Colosimo Jennifer C. | Officer | F-InKind | D | common shares | 399 | 47.05 | 18.8K | 10,767 | — | ↗ |
| 2022-08-31 | YOUNG STEPHEN D | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-08-31 | Walker Paul S | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-08-31 | Dom Colleen D | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-01-14 | VAN BEVER DEREK C M | Director | A-Award | A | common shares | 2,210 | 0.00 | — | 9,277 | — | ↗ |
| 2022-01-14 | Phillips Nancy R | Director | A-Award | A | common shares | 2,210 | 0.00 | — | 6,217 | — | ↗ |
| 2022-01-14 | PETERSON JOEL CLINTON | Director | A-Award | A | common shares | 2,210 | 0.00 | — | 236,646 | — | ↗ |
| 2022-01-14 | MCNAMARA DONALD J | Director | A-Award | A | common shares | 2,210 | 0.00 | — | 445,246 | — | ↗ |
| 2022-01-14 | Cuffie Craig | Director | A-Award | A | common shares | 2,210 | 0.00 | — | 2,210 | — | ↗ |
| 2022-01-14 | Chow Anne H | Director | A-Award | A | common shares | 2,210 | 0.00 | — | 6,217 | — | ↗ |
| 2021-10-01 | YOUNG STEPHEN D | Officer | F-InKind | D | common shares | 10,683 | 40.99 | 437.9K | 208,325 | — | ↗ |
| 2021-10-01 | Walker Paul S | Officer | A-Award | A | common shares | 4,575 | 0.00 | — | 41,266 | — | ↗ |
| 2021-10-01 | WHITMAN ROBERT A | Director / Officer | A-Award | A | common shares | 6,100 | 0.00 | — | 622,396 | — | ↗ |
| 2021-10-01 | Dom Colleen D | Officer | F-InKind | D | common shares | 4,170 | 40.99 | 170.9K | 36,058 | — | ↗ |
| 2021-10-01 | Davis Clifton Todd | Officer | F-InKind | D | common shares | 3,110 | 40.99 | 127.5K | 29,052 | — | ↗ |
| 2021-10-01 | Covey Michael Sean Merrill | Officer | F-InKind | D | common shares | 4,351 | 40.99 | 178.3K | 211,766 | — | ↗ |
| 2021-10-01 | Colosimo Jennifer C. | Officer | F-InKind | D | common shares | 1,255 | 40.99 | 51.4K | 9,946 | — | ↗ |
| 2021-09-16 | Cuffie Craig | Director | — | D | common shares | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-08-31 | Chow Anne H | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-01-25 | YOUNG STEPHEN D | Officer | F-InKind | D | common shares | 1,108 | 25.04 | 27.7K | 203,176 | — | ↗ |
| 2021-01-25 | WHITMAN ROBERT A | Director / Officer | F-InKind | D | common shares | 3,958 | 25.04 | 99.1K | 602,624 | — | ↗ |
| 2021-01-25 | Davis Clifton Todd | Officer | F-InKind | D | common shares | 369 | 25.04 | 9.2K | 27,793 | — | ↗ |
| 2021-01-22 | VAN BEVER DEREK C M | Director | A-Award | A | common shares | 4,007 | 0.00 | — | 7,067 | — | ↗ |
| 2021-01-22 | Phillips Nancy R | Director | A-Award | A | common shares | 4,007 | 0.00 | — | 4,007 | — | ↗ |
| 2021-01-22 | PETERSON JOEL CLINTON | Director | A-Award | A | common shares | 4,007 | 0.00 | — | 234,436 | — | ↗ |
| 2021-01-22 | MCNAMARA DONALD J | Director | A-Award | A | common shares | 4,007 | 0.00 | — | 443,036 | — | ↗ |
| 2021-01-22 | HEINER DENNIS GRANT | Director | A-Award | A | common shares | 4,007 | 0.00 | — | 76,939 | — | ↗ |
| 2021-01-22 | Fung Michael | Director | A-Award | A | common shares | 4,007 | 0.00 | — | 44,360 | — | ↗ |
| 2021-01-22 | Colosimo Jennifer C. | Officer | — | D | common shares | 0 | 0.00 | — | 4,334 | — | ↗ |
| 2021-01-22 | Chow Anne H | Director | A-Award | A | common shares | 4,007 | 0.00 | — | 18,738 | — | ↗ |
| 2021-01-12 | WHITMAN ROBERT A | Director / Officer | M-Exempt | A | common shares | 62,500 | 14.00 | 875.0K | 760,924 | — | ↗ |
| 2020-11-24 | STEPP ESTHER KAY | Director | S-Sale | D | common shares | 4,075 | 22.61 | 92.1K | 16,540 | — | ↗ |
| 2020-11-16 | STEPP ESTHER KAY | Director | G-Gift | D | common shares | 4,035 | 0.00 | — | 20,615 | — | ↗ |
| 2020-10-02 | YOUNG STEPHEN D | Officer | A-Award | A | common shares | 23,355 | 0.00 | — | 236,907 | — | ↗ |
| 2020-10-02 | Walker Paul S | Officer | F-InKind | D | common shares | 8,273 | 17.25 | 142.7K | 28,646 | — | ↗ |
| 2020-10-02 | WHITMAN ROBERT A | Director / Officer | A-Award | A | common shares | 76,731 | 0.00 | — | 656,418 | — | ↗ |
| 2020-10-02 | Miller Scott Jeffery | Officer | F-InKind | D | common shares | 2,933 | 17.25 | 50.6K | 20,809 | — | ↗ |
| 2020-10-02 | Dom Colleen D | Officer | A-Award | A | common shares | 13,347 | 0.00 | — | 38,562 | — | ↗ |
| 2020-10-02 | Davis Clifton Todd | Officer | A-Award | A | common shares | 1,957 | 0.00 | — | 28,162 | — | ↗ |
| 2020-10-02 | Covey Michael Sean Merrill | Officer | F-InKind | D | common shares | 3,911 | 17.25 | 67.5K | 204,170 | — | ↗ |
| 2020-08-31 | YOUNG STEPHEN D | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-08-31 | WHITMAN ROBERT A | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-06-19 | STEPP ESTHER KAY | Director | S-Sale | D | common shares | 4,000 | 23.57 | 94.3K | 24,650 | — | ↗ |
| 2020-06-02 | STEPP ESTHER KAY | Director | F-InKind | D | common shares | 6,779 | 20.32 | 137.7K | 28,650 | — | ↗ |
| 2020-05-21 | STEPP ESTHER KAY | Director | S-Sale | D | common shares | 4,000 | 19.80 | 79.2K | 35,429 | — | ↗ |
| 2020-05-19 | Phillips Nancy R | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-05-11 | Fung Michael | Director | P-Purchase | A | common shares | 4,830 | 20.77 | 100.3K | 40,353 | — | ↗ |
| 2020-04-21 | STEPP ESTHER KAY | Director | S-Sale | D | common shares | 4,000 | 17.20 | 68.8K | 39,429 | — | ↗ |
| 2020-03-20 | STEPP ESTHER KAY | Director | S-Sale | D | common shares | 4,000 | 15.39 | 61.5K | 43,429 | — | ↗ |
| 2020-02-21 | STEPP ESTHER KAY | Director | S-Sale | D | common shares | 4,000 | 35.07 | 140.3K | 47,429 | — | ↗ |
| 2020-01-24 | VAN BEVER DEREK C M | Director | A-Award | A | common shares | 3,060 | 0.00 | — | 3,060 | — | ↗ |
| 2020-01-24 | STEPP ESTHER KAY | Director | S-Sale | D | common shares | 4,000 | 32.70 | 130.8K | 51,429 | — | ↗ |
| 2020-01-24 | PETERSON JOEL CLINTON | Director | A-Award | A | common shares | 3,060 | 0.00 | — | 233,956 | — | ↗ |
| 2020-01-24 | MCNAMARA DONALD J | Director | A-Award | A | common shares | 3,060 | 0.00 | — | 439,029 | — | ↗ |
| 2020-01-24 | HEINER DENNIS GRANT | Director | A-Award | A | common shares | 3,060 | 0.00 | — | 72,932 | — | ↗ |
| 2020-01-24 | Fung Michael | Director | A-Award | A | common shares | 3,060 | 0.00 | — | 35,523 | — | ↗ |
| 2020-01-24 | Chow Anne H | Director | A-Award | A | common shares | 3,060 | 0.00 | — | 14,731 | — | ↗ |
| 2019-12-19 | YOUNG STEPHEN D | Officer | M-Exempt | D | Employee stock option (right to buy) | 43,750 | 12.00 | 525.0K | 0 | — | ↗ |
| 2019-12-19 | WHITMAN ROBERT A | Director / Officer | M-Exempt | D | Employee stock option (right to buy) | 62,500 | 10.00 | 625.0K | 0 | — | ↗ |
| 2019-12-18 | WHITMAN ROBERT A | Director / Officer | J-Other | A | common shares | 214,108 | 0.00 | — | 490,402 | — | ↗ |
| 2019-12-18 | MCNAMARA DONALD J | Director | J-Other | A | Common Stock | 19,620 | 0.00 | — | 435,969 | — | ↗ |
| 2019-12-13 | PETERSON JOEL CLINTON | Director | G-Gift | D | common shares | 3,527 | 0.00 | — | 230,429 | — | ↗ |
| 2019-12-10 | STEPP ESTHER KAY | Director | D-Return | D | common shares | 5,000 | 35.14 | 175.7K | 52,369 | — | ↗ |
| 2019-12-09 | KNOWLEDGE CAPITAL INVESTMENT GROUP | 10% Owner | D-Return | D | Common Stock | 284,608 | 35.14 | 10.00M | 325,897 | — | ↗ |
| 2019-10-18 | YOUNG STEPHEN D | Officer | A-Award | A | common shares | 2,450 | 0.00 | — | 213,552 | — | ↗ |
| 2019-10-18 | Walker Paul S | Officer | A-Award | A | common shares | 2,975 | 0.00 | — | 18,244 | — | ↗ |
| 2019-10-18 | WHITMAN ROBERT A | Director / Officer | A-Award | A | common shares | 8,049 | 0.00 | — | 579,687 | — | ↗ |
| 2019-10-18 | Miller Scott Jeffery | Officer | A-Award | A | common shares | 1,050 | 0.00 | — | 13,731 | — | ↗ |
| 2019-10-18 | Dom Colleen D | Officer | A-Award | A | common shares | 1,400 | 0.00 | — | 25,215 | — | ↗ |
| 2019-10-18 | Davis Clifton Todd | Officer | A-Award | A | common shares | 945 | 0.00 | — | 22,041 | — | ↗ |
| 2019-10-18 | Covey Michael Sean Merrill | Officer | A-Award | A | common shares | 1,400 | 0.00 | — | 194,734 | — | ↗ |
| 2019-09-09 | VAN BEVER DEREK C M | Director | — | D | common shares | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-08-31 | YOUNG STEPHEN D | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-08-31 | Walker Paul S | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-08-31 | WHITMAN ROBERT A | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-08-31 | Miller Scott Jeffery | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-08-31 | Dom Colleen D | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-08-31 | Davis Clifton Todd | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-08-31 | Covey Michael Sean Merrill | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-05-29 | STEPP ESTHER KAY | Director | S-Sale | D | common shares | 4,262 | 31.41 | 133.9K | 57,369 | — | ↗ |
| 2019-01-25 | YOUNG STEPHEN D | Officer | A-Award | A | common shares | 2,234 | 0.00 | — | 162,978 | — | ↗ |
| 2019-01-25 | WHITMAN ROBERT A | Director / Officer | A-Award | A | common shares | 8,936 | 0.00 | — | 263,351 | — | ↗ |
| 2019-01-25 | STEPP ESTHER KAY | Director | A-Award | A | common shares | 4,075 | 0.00 | — | 61,631 | — | ↗ |
| 2019-01-25 | PETERSON JOEL CLINTON | Director | A-Award | A | common shares | 4,075 | 0.00 | — | 230,896 | — | ↗ |
| 2019-01-25 | MCNAMARA DONALD J | Director | A-Award | A | common shares | 4,075 | 0.00 | — | 416,349 | — | ↗ |
| 2019-01-25 | HEINER DENNIS GRANT | Director | A-Award | A | common shares | 4,075 | 0.00 | — | 69,872 | — | ↗ |
| 2019-01-25 | Fung Michael | Director | A-Award | A | common shares | 4,075 | 0.00 | — | 32,463 | — | ↗ |
| 2019-01-25 | Davis Clifton Todd | Officer | A-Award | A | common shares | 745 | 0.00 | — | 18,444 | — | ↗ |
| 2019-01-25 | Chow Anne H | Director | A-Award | A | common shares | 4,075 | 0.00 | — | 11,671 | — | ↗ |
| 2019-01-25 | CHRISTENSEN CLAYTON M | Director | A-Award | A | common shares | 4,075 | 0.00 | — | 32,663 | — | ↗ |
| 2018-08-31 | WHITMAN ROBERT A | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-08-31 | Covey Michael Sean Merrill | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-05-15 | Miller Scott Jeffery | Officer | S-Sale | D | common shares | 1,343 | 25.69 | 34.5K | 9,130 | — | ↗ |
| 2018-01-26 | STEPP ESTHER KAY | Director | A-Award | A | common shares | 3,334 | 0.00 | — | 57,556 | — | ↗ |
| 2018-01-26 | PETERSON JOEL CLINTON | Director | A-Award | A | common shares | 3,334 | 0.00 | — | 226,821 | — | ↗ |
| 2018-01-26 | MCNAMARA DONALD J | Director | A-Award | A | common shares | 3,334 | 0.00 | — | 412,274 | — | ↗ |
| 2018-01-26 | HEINER DENNIS GRANT | Director | A-Award | A | common shares | 3,334 | 0.00 | — | 65,797 | — | ↗ |
Executive team
Top executives
EBIT / Employee
5.6K
Shares Outstanding
11.27M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Paul S. Walker President and CEO | 650.0K | — | 788.0K | — | 15.2K | 18.0K | 1.47M | 53.56% | ↗ |
| 2 | 2025 | Stephen D. Young CFO | 396.4K | 266.7K | 218.3K | — | 7.8K | 13.7K | 902.8K | 24.18% | ↗ |
| 3 | 2025 | M. Sean Covey President - Education Division | 344.6K | — | 169.7K | — | 25.0K | 136.0K | 675.4K | 25.13% | ↗ |
| 4 | 2025 | Jennifer C. Colosimo President - Enterprise Division | 375.0K | — | 145.5K | — | — | 18.1K | 538.6K | 27.02% | ↗ |
| 5 | 2025 | Colleen Dom Executive Vice-President of Operations | 337.3K | — | 121.3K | — | 6.1K | 18.2K | 483.0K | 25.11% | ↗ |
| 6 | 2025 | Jessica G. Betjemann CFO | 133.3K | — | 233.4K | — | 112.5K | 3.1K | 482.3K | 48.39% | ↗ |
| 7 | 2024 | Paul S. Walker President and CEO | 632.7K | — | 1.63M | — | 765.6K | 19.6K | 3.04M | 53.40% | ↗ |
| 8 | 2024 | Stephen D. Young CFO | 378.1K | — | 400.0K | — | 379.4K | 19.8K | 1.18M | 33.98% | ↗ |
| 9 | 2024 | Jennifer C. Colosimo President - Enterprise Division | 375.0K | — | 250.1K | — | 326.5K | 19.5K | 971.0K | 25.75% | ↗ |
| 10 | 2024 | M. Sean Covey President - Education Division | 330.0K | — | 220.0K | — | 289.8K | 106.0K | 945.9K | 23.26% | ↗ |
| 11 | 2024 | Colleen Dom Executive Vice-President of Operations | 323.1K | — | 200.0K | — | 287.9K | 20.1K | 831.2K | 24.07% | ↗ |
| 12 | 2023 | Paul S. Walker President and CEO | 546.2K | — | 1.30M | — | 845.1K | 17.5K | 2.71M | 48.08% | ↗ |
| 13 | 2023 | Robert W. Whitman Executive Chairman | 200.0K | — | 1.00M | — | 367.4K | 34.9K | 1.60M | 62.41% | ↗ |
| 14 | 2023 | Stephen D. Young CFO | 350.0K | — | 350.1K | — | 431.7K | 17.9K | 1.15M | 30.45% | ↗ |
| 15 | 2023 | M. Sean Covey President - Education Division | 330.0K | — | 220.0K | — | 424.3K | 127.5K | 1.10M | 19.97% | ↗ |
| 16 | 2023 | Jennifer C. Colosimo President - Enterprise Division | 375.0K | — | 250.1K | — | 455.3K | 16.9K | 1.10M | 22.80% | ↗ |
| 17 | 2022 | Paul S. Walker President and CEO | 497.1K | — | 853.2K | — | 744.4K | 21.3K | 2.12M | 40.32% | ↗ |
| 18 | 2022 | Robert W. Whitman Executive Chairman | 214.4K | — | 1.14M | — | 397.0K | 77.2K | 1.83M | 62.29% | ↗ |
| 19 | 2022 | Stephen D. Young CFO | 350.0K | — | 398.2K | — | 466.5K | 22.7K | 1.24M | 32.18% | ↗ |
| 20 | 2022 | M. Sean Covey President - Education Division | 327.7K | — | 250.3K | — | 436.7K | 141.3K | 1.16M | 21.65% | ↗ |
| 21 | 2022 | Jennifer C. Colosimo President - Enterprise Division | 375.0K | — | 227.6K | — | 496.3K | 19.5K | 1.12M | 20.35% | ↗ |
| 22 | 2021 | Robert A. Whitman Chairman and CEO | 575.0K | — | 1.15M | — | 1.15M | 79.3K | 2.95M | 38.93% | ↗ |
| 23 | 2021 | Robert W. Whitman Executive Chairman | 575.0K | — | 1.15M | — | 1.15M | 79.3K | 2.95M | 38.93% | ↗ |
| 24 | 2021 | Paul S. Walker President and CEO | 425.0K | — | 425.0K | — | 569.5K | 15.4K | 1.43M | 29.62% | ↗ |
| 25 | 2021 | Paul S. Walker President & COO | 425.0K | — | 425.0K | — | 569.5K | 15.4K | 1.43M | 29.62% | ↗ |
| 26 | 2021 | Stephen D. Young CFO | 350.0K | — | 350.0K | — | 470.0K | 12.8K | 1.18M | 29.59% | ↗ |
| 27 | 2021 | M. Sean Covey President Education Division | 300.0K | — | 200.0K | — | 400.0K | 132.6K | 1.03M | 19.37% | ↗ |
| 28 | 2021 | M. Sean Covey President - Education Division | 300.0K | — | 200.0K | — | 400.0K | 132.6K | 1.03M | 19.37% | ↗ |
| 29 | 2021 | Colleen Dom Executive Vice- President of Operations | 300.0K | — | 200.0K | — | 400.0K | 13.3K | 913.3K | 21.90% | ↗ |
| 30 | 2020 | Robert W. Whitman Executive Chairman | 575.0K | — | 1.15M | — | 479.0K | 73.7K | 2.28M | 50.49% | ↗ |
| 31 | 2020 | Robert A. Whitman Chairman and CEO | 575.0K | — | 1.15M | — | 479.0K | 73.7K | 2.28M | 50.49% | ↗ |
| 32 | 2020 | Paul S. Walker President & COO | 419.2K | — | 425.0K | — | 237.2K | 15.5K | 1.10M | 38.75% | ↗ |
| 33 | 2020 | Paul S. Walker President and CEO | 419.2K | — | 425.0K | — | 237.2K | 15.5K | 1.10M | 38.75% | ↗ |
| 34 | 2020 | Stephen D. Young CFO | 350.0K | — | 350.0K | — | 195.8K | 20.0K | 915.8K | 38.22% | ↗ |
| 35 | 2020 | M. Sean Covey President Education Division | 300.0K | — | 200.0K | — | 166.6K | 115.3K | 781.9K | 25.58% | ↗ |
| 36 | 2020 | M. Sean Covey President - Education Division | 300.0K | — | 200.0K | — | 166.6K | 115.3K | 781.9K | 25.58% | ↗ |
| 37 | 2020 | Colleen Dom Executive Vice- President of Operations | 300.0K | — | 200.0K | — | 166.6K | 13.6K | 680.2K | 29.40% | ↗ |
| 38 | 2020 | Scott Miller EVP Global Business Development & Marketing | 300.0K | — | 150.0K | — | 166.6K | 7.1K | 623.7K | 24.05% | ↗ |
| 39 | 2019 | Robert A. Whitman Chairman and CEO | 575.0K | — | 1.37M | — | 914.3K | 73.9K | 2.93M | 46.70% | ↗ |
| 40 | 2019 | Stephen D. Young CFO | 350.0K | — | 404.8K | — | 373.7K | 16.7K | 1.15M | 35.35% | ↗ |
| 41 | 2019 | Paul S. Walker President of Enterprise Division & Global Partnerships | 400.0K | — | 300.0K | — | 315.6K | 12.3K | 1.03M | 29.19% | ↗ |
| 42 | 2019 | Paul S. Walker President & COO | 400.0K | — | 300.0K | — | 315.6K | 12.3K | 1.03M | 29.19% | ↗ |
| 43 | 2019 | M. Sean Covey President of Education Division | 300.0K | — | 200.0K | — | 324.6K | 135.5K | 960.1K | 20.83% | ↗ |
| 44 | 2019 | M. Sean Covey President Education Division | 300.0K | — | 200.0K | — | 324.6K | 135.5K | 960.1K | 20.83% | ↗ |
| 45 | 2019 | Colleen Dom Executive Vice- President of Operations | 300.0K | — | 200.0K | — | 315.6K | 10.6K | 826.2K | 24.21% | ↗ |
| 46 | 2019 | Colleen Dom Executive Vice President of Operations | 300.0K | — | 200.0K | — | 315.6K | 10.6K | 826.2K | 24.21% | ↗ |
| 47 | 2019 | Scott Miller EVP Global Business Development & Marketing | 300.0K | — | 200.0K | — | 318.0K | 4.3K | 822.3K | 24.32% | ↗ |
| 48 | 2018 | Robert A. Whitman Chairman and CEO | 566.4K | 367.5K | 1.15M | — | 575.0K | 70.7K | 2.73M | 42.13% | ↗ |
| 49 | 2018 | Stephen D. Young CFO | 351.3K | 164.5K | 350.0K | — | 235.0K | 16.4K | 1.12M | 31.33% | ↗ |
| 50 | 2018 | M. Sean Covey President Education Division | 301.2K | 140.0K | 200.0K | — | 200.0K | 213.1K | 1.05M | 18.97% | ↗ |
| 51 | 2018 | M. Sean Covey EVP Global Solutions and Partnerships | 301.2K | 140.0K | 200.0K | — | 200.0K | 213.1K | 1.05M | 18.97% | ↗ |
| 52 | 2018 | M. Sean Covey President of Education Division | 301.2K | 140.0K | 200.0K | — | 200.0K | 213.1K | 1.05M | 18.97% | ↗ |
| 53 | 2018 | Paul S. Walker EVP Global Sales and Delivery | 379.5K | 140.0K | 300.0K | — | 200.0K | 13.2K | 1.03M | 29.05% | ↗ |
| 54 | 2018 | Paul S. Walker President & COO | 379.5K | 140.0K | 300.0K | — | 200.0K | 13.2K | 1.03M | 29.05% | ↗ |
| 55 | 2018 | Paul S. Walker President of Enterprise Division & Global Partnerships | 379.5K | 140.0K | 300.0K | — | 200.0K | 13.2K | 1.03M | 29.05% | ↗ |
| 56 | 2018 | Scott Miller EVP Global Business Development & Marketing | 301.2K | 140.0K | 150.0K | — | 200.0K | 2.9K | 794.0K | 18.89% | ↗ |
| 57 | 2017 | Robert A. Whitman Chairman and CEO | 525.0K | 309.1K | 1.05M | — | 157.5K | 64.9K | 2.11M | 49.84% | ↗ |
| 58 | 2017 | Stephen D. Young CFO | 350.0K | 126.6K | 350.0K | — | 70.5K | 15.7K | 912.8K | 38.35% | ↗ |
| 59 | 2017 | M. Sean Covey President of Education Division | 300.0K | 117.8K | 200.0K | — | 60.0K | 206.3K | 884.1K | 22.62% | ↗ |
| 60 | 2017 | M. Sean Covey EVP Global Solutions and Partnerships | 300.0K | 117.8K | 200.0K | — | 60.0K | 206.3K | 884.1K | 22.62% | ↗ |
| 61 | 2017 | Paul S. Walker President of Enterprise Division & Global Partnerships | 309.5K | 117.8K | 200.0K | — | 60.0K | 10.5K | 697.8K | 28.66% | ↗ |
| 62 | 2017 | Paul S. Walker EVP Global Sales and Delivery | 309.5K | 117.8K | 200.0K | — | 60.0K | 10.5K | 697.8K | 28.66% | ↗ |
| 63 | 2017 | Shawn D. Moon Former EVP Strategic Markets | 300.0K | 117.8K | 200.0K | — | 60.0K | 14.4K | 692.2K | 28.90% | ↗ |
| 64 | 2016 | Robert A. Whitman Chairman and CEO | 525.0K | — | 1.05M | — | 78.8K | 60.6K | 1.71M | 61.25% | ↗ |
| 65 | 2016 | M. Sean Covey EVP Global Solutions and Partnerships | 300.0K | — | 200.0K | — | 30.0K | 328.7K | 858.7K | 23.29% | ↗ |
| 66 | 2016 | Stephen D. Young CFO | 350.0K | — | 350.0K | — | 35.3K | 12.9K | 748.2K | 46.78% | ↗ |
| 67 | 2016 | Paul S. Walker EVP Global Sales and Delivery | 309.5K | — | 200.0K | — | 30.0K | 6.1K | 545.6K | 36.66% | ↗ |
| 68 | 2016 | Shawn D. Moon EVP Strategic Markets | 300.0K | — | 200.0K | — | 30.0K | 8.0K | 538.0K | 37.18% | ↗ |
| 69 | 2016 | Shawn D. Moon Former EVP Strategic Markets | 300.0K | — | 200.0K | — | 30.0K | 8.0K | 538.0K | 37.18% | ↗ |
| 70 | 2015 | Robert A. Whitman Chairman and CEO | 525.0K | — | 1.05M | — | 89.8K | 54.5K | 1.72M | 61.07% | ↗ |
| 71 | 2015 | M. Sean Covey EVP Global Solutions and Partnerships | 300.0K | — | 200.0K | — | 34.2K | 231.1K | 765.3K | 26.13% | ↗ |
| 72 | 2015 | Stephen D. Young CFO | 320.0K | — | 350.0K | — | 36.8K | 11.3K | 718.1K | 48.74% | ↗ |
| 73 | 2015 | Shawn D. Moon Former EVP Strategic Markets | 300.0K | — | 200.0K | — | 34.2K | 8.9K | 543.1K | 36.83% | ↗ |
| 74 | 2015 | Shawn D. Moon EVP Strategic Markets | 300.0K | — | 200.0K | — | 34.2K | 8.9K | 543.1K | 36.83% | ↗ |
| 75 | 2015 | Shawn D. Moon EVP Stratetic Markets | 300.0K | — | 200.0K | — | 34.2K | 8.9K | 543.1K | 36.83% | ↗ |
| 76 | 2015 | Scott J. Miller EVP Business Development and Marketing | 300.0K | — | 100.0K | — | 34.2K | 7.9K | 442.1K | 22.62% | ↗ |
| 77 | 2014 | Robert A. Whitman Chairman and CEO | 525.0K | — | 945.0K | — | 525.4K | 62.1K | 2.06M | 45.93% | ↗ |
| 78 | 2014 | Robert A. Whitman Chairman & CEO | 525.0K | — | 945.0K | — | 525.4K | 62.1K | 2.06M | 45.93% | ↗ |
| 79 | 2014 | M. Sean Covey EVP Global Solutions and Partnerships | 300.0K | — | 150.0K | — | 200.2K | 239.6K | 889.7K | 16.86% | ↗ |
| 80 | 2014 | Stephen D. Young CFO | 320.0K | — | 288.0K | — | 215.2K | 17.7K | 840.9K | 34.25% | ↗ |
| 81 | 2014 | Shawn D. Moon EVP Strategic Markets | 300.0K | — | 150.0K | — | 200.2K | 15.0K | 665.2K | 22.55% | ↗ |
| 82 | 2014 | Shawn D. Moon EVP Stratetic Markets | 300.0K | — | 150.0K | — | 200.2K | 15.0K | 665.2K | 22.55% | ↗ |
| 83 | 2014 | Shawn D. Moon EVP Domestic & Global Sales & Delivery | 300.0K | — | 150.0K | — | 200.2K | 15.0K | 665.2K | 22.55% | ↗ |
| 84 | 2014 | Scott J. Miller EVP Business Dev & Marketing | 300.0K | — | 100.0K | — | 200.2K | 10.2K | 610.3K | 16.38% | ↗ |
| 85 | 2014 | Scott J. Miller EVP Business Development and Marketing | 300.0K | — | 100.0K | — | 200.2K | 10.2K | 610.3K | 16.38% | ↗ |
| 86 | 2013 | Robert A. Whitman Chairman & CEO | 500.0K | — | 600.0K | — | 955.0K | 71.6K | 2.13M | 28.21% | ↗ |
| 87 | 2013 | Robert A. Whitman Chairman and CEO | 500.0K | — | 600.0K | — | 955.0K | 71.6K | 2.13M | 28.21% | ↗ |
| 88 | 2013 | M. Sean Covey EVP Global Solutions and Partnerships | 300.0K | — | 234.3K | — | 382.0K | 295.4K | 1.21M | 19.34% | ↗ |
| 89 | 2013 | Shawn D. Moon EVP Stratetic Markets | 300.0K | — | 234.3K | — | 382.0K | 15.0K | 931.3K | 25.16% | ↗ |
| 90 | 2013 | Shawn D. Moon EVP Domestic & Global Sales and Delivery | 300.0K | — | 234.3K | — | 382.0K | 15.0K | 931.3K | 25.16% | ↗ |
| 91 | 2013 | Shawn D. Moon EVP Domestic & Global Sales & Delivery | 300.0K | — | 234.3K | — | 382.0K | 15.0K | 931.3K | 25.16% | ↗ |
| 92 | 2013 | Stephen D. Young CFO | 300.0K | — | 150.0K | — | 334.3K | 14.4K | 798.6K | 18.78% | ↗ |
| 93 | 2013 | Scott J. Miller EVP Business Development and Marketing | 300.0K | 50.0K | 187.4K | — | 191.0K | 7.2K | 735.7K | 25.48% | ↗ |
| 94 | 2013 | Scott J. Miller EVP Business Dev & Marketing | 300.0K | 50.0K | 187.4K | — | 191.0K | 7.2K | 735.7K | 25.48% | ↗ |
| 95 | 2012 | Robert A. Whitman Chairman & CEO | 500.0K | — | 600.0K | — | 1.00M | 53.7K | 2.15M | 27.86% | ↗ |
| 96 | 2012 | Robert A. Whitman Chairman and CEO | 500.0K | — | 600.0K | — | 1.00M | 53.7K | 2.15M | 27.86% | ↗ |
| 97 | 2012 | M. Sean Covey EVP Global Solutions and Partnerships | 300.0K | — | 138.9K | — | 400.0K | 239.2K | 1.08M | 12.89% | ↗ |
| 98 | 2012 | Shawn D. Moon EVP Domestic & Global Sales and Delivery | 300.0K | — | 138.9K | — | 400.0K | 14.1K | 853.0K | 16.29% | ↗ |
| 99 | 2012 | Shawn D. Moon EVP Domestic & Global Sales & Delivery | 300.0K | — | 138.9K | — | 400.0K | 14.1K | 853.0K | 16.29% | ↗ |
| 100 | 2012 | Stephen D. Young CFO | 300.0K | — | 150.0K | — | 350.0K | 17.7K | 817.7K | 18.34% | ↗ |
| 101 | 2012 | Scott J. Miller EVP Business Dev & Marketing | 306.3K | — | 222.3K | — | 200.0K | 12.6K | 741.2K | 29.99% | ↗ |
| 102 | 2012 | Scott J. Miller EVP Business Development and Marketing | 306.3K | — | 222.3K | — | 200.0K | 12.6K | 741.2K | 29.99% | ↗ |
| 103 | 2011 | Robert A. Whitman Chairman and CEO | 500.0K | — | 600.0K | 755.6K | 1.00M | 46.5K | 2.90M | 46.71% | ↗ |
| 104 | 2011 | Shawn D. Moon EVP Domestic & Global Sales and Delivery | 292.9K | 898.1K | 396.9K | — | 333.3K | 14.1K | 1.94M | 20.51% | ↗ |
| 105 | 2011 | M. Sean Covey EVP Global Solutions and Partnerships | 297.0K | — | 396.9K | — | 445.8K | 164.9K | 1.30M | 30.43% | ↗ |
| 106 | 2011 | Stephen D. Young CFO | 292.9K | — | 371.6K | — | 350.0K | 10.0K | 1.02M | 36.27% | ↗ |
| 107 | 2011 | C. Todd Davis EVP, Chief People Officer, CPO | 225.9K | — | 306.2K | — | 140.0K | 6.6K | 678.7K | 45.11% | ↗ |
| 108 | 2010 | Robert A. Whitman Chairman and CEO | 500.0K | — | 600.0K | 289.8K | 459.0K | 398.4K | 2.25M | 39.60% | ↗ |
| 109 | 2010 | Robert A. Whitman Chairman and Chief Executive Officer | 500.0K | — | 600.0K | 289.8K | 459.0K | 398.4K | 2.25M | 39.60% | ↗ |
| 110 | 2010 | M. Sean Covey EVP Global Solutions and Partnerships | 270.0K | — | 68.0K | — | 112.3K | 845.5K | 1.30M | 5.25% | ↗ |
| 111 | 2010 | M. Sean Covey Executive Vice President Global Solutions and Partnerships | 270.0K | — | 68.0K | — | 112.3K | 845.5K | 1.30M | 5.25% | ↗ |
| 112 | 2010 | Shawn Moon Executive Vice President Domestic and Global Sales and Delivery | 250.0K | — | 10.0K | — | 711.4K | 18.5K | 989.9K | 1.01% | ↗ |
| 113 | 2010 | Shawn D. Moon EVP Domestic & Global Sales and Delivery | 250.0K | — | 10.0K | — | 711.4K | 18.5K | 989.9K | 1.01% | ↗ |
| 114 | 2010 | David M.R. Covey Co-Chief Operating Officer for Global Operations | 281.4K | — | — | — | 183.5K | 467.3K | 932.2K | 0.00% | ↗ |
| 115 | 2010 | Stephan Mardyks Co-Chief Operating Officer for Global Operations | 281.4K | — | — | — | 183.5K | 459.8K | 924.8K | 0.00% | ↗ |
| 116 | 2010 | Stephen D. Young CFO | 250.0K | — | 150.0K | 202.8K | 155.4K | 13.4K | 771.6K | 45.73% | ↗ |
| 117 | 2010 | Stephen D. Young Chief Financial Officer | 250.0K | — | 150.0K | 202.8K | 155.4K | 13.4K | 771.6K | 45.73% | ↗ |
| 118 | 2010 | Jennifer Colosimo Executive Vice President Chief Operations Officer | 200.0K | — | 30.0K | — | 69.4K | 7.1K | 306.5K | 9.79% | ↗ |
| 119 | 2009 | Robert A. Whitman Chairman and Chief Executive Officer | 500.0K | 241.5K | — | — | 150.0K | 49.4K | 940.9K | 0.00% | ↗ |
| 120 | 2009 | Robert A. Whitman Chairman and CEO | 500.0K | 241.5K | — | — | 150.0K | 49.4K | 940.9K | 0.00% | ↗ |
| 121 | 2009 | M. Sean Covey Chief Product Officer | 250.0K | 70.0K | — | — | 72.6K | 164.0K | 556.7K | 0.00% | ↗ |
| 122 | 2009 | M. Sean Covey EVP Global Solutions and Partnerships | 250.0K | 70.0K | — | — | 72.6K | 164.0K | 556.7K | 0.00% | ↗ |
| 123 | 2009 | M. Sean Covey Executive Vice President Global Solutions and Partnerships | 250.0K | 70.0K | — | — | 72.6K | 164.0K | 556.7K | 0.00% | ↗ |
| 124 | 2009 | Stephan Mardyks Co-Chief Operating Officer for Global Operations | 250.0K | 25.3K | — | — | 124.7K | 14.2K | 414.2K | 0.00% | ↗ |
| 125 | 2009 | Stephan Mardyks Co-Chief Operating Officer, Global Operations | 250.0K | 25.3K | — | — | 124.7K | 14.2K | 414.2K | 0.00% | ↗ |
| 126 | 2009 | David M.R. Covey Co-Chief Operating Officer, Global Operations | 250.0K | 25.3K | — | — | 98.5K | 7.3K | 381.1K | 0.00% | ↗ |
| 127 | 2009 | David M.R. Covey Co-Chief Operating Officer for Global Operations | 250.0K | 25.3K | — | — | 98.5K | 7.3K | 381.1K | 0.00% | ↗ |
| 128 | 2009 | Stephen D. Young Chief Financial Officer | 250.0K | 70.0K | — | — | 52.5K | 7.5K | 380.0K | 0.00% | ↗ |
| 129 | 2009 | Stephen D. Young CFO | 250.0K | 70.0K | — | — | 52.5K | 7.5K | 380.0K | 0.00% | ↗ |
| 130 | 2008 | Robert A. Whitman Chairman and Chief Executive Officer | 500.0K | 645.1K | — | — | 295.0K | 56.8K | 1.50M | 0.00% | ↗ |
| 131 | 2008 | Stephen D. Young Chief Financial Officer | 250.0K | 177.9K | — | — | 103.3K | 15.1K | 546.2K | 0.00% | ↗ |
| 132 | 2007 | Robert A. Whitman Chairman and Chief Executive Officer | 500.0K | — | 264.8K | — | 668.0K | 56.9K | 1.49M | 17.77% | ↗ |
| 133 | 2007 | Robert William Bennett President OSBU | 250.0K | — | 75.5K | — | 258.3K | 22.7K | 606.6K | 12.45% | ↗ |
| 134 | 2007 | Stephen D. Young Chief Financial Officer | 250.0K | 50.0K | 74.1K | — | 167.0K | 12.3K | 553.4K | 13.39% | ↗ |
| 135 | 2007 | Sarah Merz President CSBU | 250.0K | — | 75.5K | 9.4K | 98.0K | 16.6K | 449.4K | 18.89% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Holly Procter | President of Enterprise Division | 721.0K | female |
| Paul S. Walker | President, Chief Executive Officer & Director | 683.2K | male |
| Jessica G. Betjemann | Executive Vice President & Chief Financial Officer | 515.4K | female |
| Michael Sean Merrill Covey | President of Education Division | 505.7K | male |
| Colleen Dom | Executive Vice President of Operations | 361.7K | female |
| A. Derek Hatch | Chief Accounting Officer, Controller & Treasurer | — | male |
| Will Houghteling | Executive Vice President of Product & Platforms | — | male |
| Adam Merrill | Executive Vice President of Market & Customer Intelligence | — | male |
| Boyd Roberts | Head of Investor Relations | — | male |
| Debra S. Lund | Global Director of Corporate Public Relations | — | female |
| Josh Farrell | Managing Director of Australia & New Zealand | — | male |
ESG Rating
ESG Score History CONSULTING SERVICES
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for FC
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.
