Forrester Research, Inc. (FORR)
Cambridge, MA, US
Forrester Research, Inc. operates as an autonomous provider of research and advisory solutions. The company's business activities are structured into three primary divisions: Research, Consulting, and Events. Within its Research division, Forrester provides key subscription offerings such as Forrester Research, SiriusDecisions Research, and Forrester Decisions. These services are specifically engineered to equip business and technology leaders with the insights needed to foster growth by prioritizing customer experience. This segment delivers diverse content, including projections on future trends, market outlooks, extensive data and understanding of consumer and business purchasing behaviors, refined best practice models and operational tools, performance benchmarking data, and comprehensive analyses of technology and service landscapes, complete with vendor assessments. All this information is readily available via online platforms. The Consulting division executes various client projects. These range from assessing organizational maturity and identifying top strategies to building business cases, aiding in technology vendor selection, designing optimal organizational structures, creating content marketing materials, and developing sales enablement tools. Additionally, it offers general advisory expertise. Through its Events division, Forrester hosts a variety of in-person and virtual conferences. These gatherings cover critical themes such as B2B marketing, sales and product leadership, customer experience enhancement, cybersecurity and risk management, new technological advancements, and data analytics strategies. The company markets its products and services worldwide through its dedicated direct salesforce, serving clients throughout the United States, Europe, the United Kingdom, Canada, the Asia Pacific region, and other international markets. Forrester Research, Inc. was incorporated in 1983 and maintains its headquarters in Cambridge, Massachusetts.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.34% | +10.21% | +26.14% | +2.58% | -19.87% | -21.55% | -39.10% | -75.53% | -85.09% | -82.27% | -42.09% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 1 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Consulting Services: +8.7%-8.2% Q1'26: -4.9% (vs Q1'25)
-
EPS growth Consulting Services: +10.0%-1,993.3% Q1'26: +75.3% (vs Q1'25)
-
FCF margin FCF growth · Consulting Services: +16.4%+0.7% Q1'26: +22.7% (vs Q1'25)
-
EBIT margin Consulting Services: +14.1%+0.5% Q1'26: -6.7% (vs Q1'25)
-
ROIC Consulting Services: +12.0%+2.8% Q1'26: -99.2% (vs Q1'25)
-
Share dilution Consulting Services: +0.6%-0.4% Q1'26: +1.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Consulting Services: -0.79×4.30× ★ Q1'26: -7.20× (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 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 2 EPS Ana. |
Dec 2027 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
240.88M
est: 232.18M (+3.7%)
|
233.35M
est: 183.12M (+27.4%)
|
250.73M
est: 235.82M (+6.3%)
|
283.62M
est: 257.00M (+10.4%)
|
292.93M
est: 263.17M (+11.3%)
|
297.65M
est: 257.47M (+15.6%)
|
312.06M
est: 340.44M (-8.3%)
|
313.73M
est: 312.87M (+0.3%)
|
326.10M
est: 325.40M (+0.2%)
|
337.67M
est: 332.11M (+1.7%)
|
357.58M
est: 355.44M (+0.6%)
|
461.70M
est: 466.65M (-1.1%)
|
448.98M
est: 441.75M (+1.6%)
|
494.32M
est: 494.39M (0.0%)
|
537.79M
est: 539.62M (-0.3%)
|
480.78M
est: 453.42M (+6.0%)
|
432.47M
est: 430.70M (+0.4%)
|
396.89M
est: 399.07M (-0.5%)
|
355.48M
355.42M – 355.54M
-10.9% YoY
|
357.54M
356.92M – 358.16M
+0.6% YoY
|
| EBITDA |
37.96M
est: 49.04M (-22.6%)
|
40.41M
est: 30.96M (+30.5%)
|
30.75M
est: 37.95M (-19.0%)
|
46.57M
est: 40.78M (+14.2%)
|
43.55M
est: 37.93M (+14.8%)
|
35.24M
est: 25.55M (+37.9%)
|
31.53M
est: 30.05M (+4.9%)
|
32.30M
est: 19.82M (+63.0%)
|
40.44M
est: 27.18M (+48.8%)
|
34.80M
est: 25.94M (+34.1%)
|
32.64M
est: 27.46M (+18.9%)
|
42.24M
est: 28.12M (+50.2%)
|
61.23M
est: 47.37M (+29.3%)
|
73.35M
est: 47.79M (+53.5%)
|
70.10M
est: 54.67M (+28.2%)
|
41.41M
est: 44.42M (-6.8%)
|
35.83M
est: 42.19M (-15.1%)
|
16.72M
est: 39.10M (-57.2%)
|
34.83M
34.82M – 34.83M
-10.9% YoY
|
35.03M
34.97M – 35.09M
+0.6% YoY
|
| EBIT |
37.96M
est: 36.42M (+4.2%)
|
33.74M
est: 25.03M (+34.8%)
|
34.30M
est: 28.08M (+22.1%)
|
37.09M
est: 32.34M (+14.7%)
|
32.18M
est: 27.28M (+17.9%)
|
23.74M
est: 17.54M (+35.3%)
|
20.03M
est: 17.58M (+13.9%)
|
19.32M
est: 12.78M (+51.2%)
|
31.80M
est: 21.12M (+50.6%)
|
27.55M
est: 20.20M (+36.4%)
|
23.53M
est: 16.14M (+45.8%)
|
-1.55M
est: -30.76M (+95.0%)
|
18.27M
est: 9.74M (+87.6%)
|
37.41M
est: 31.17M (+20.0%)
|
33.19M
est: 37.35M (-11.2%)
|
9.35M
est: 15.85M (-41.0%)
|
5.65M
est: 15.05M (-62.5%)
|
1.95M
est: 13.95M (-86.0%)
|
12.42M
12.42M – 12.43M
-10.9% YoY
|
12.50M
12.47M – 12.52M
+0.6% YoY
|
| Net Income |
29.22M
est: 27.99M (+4.4%)
|
19.77M
est: 14.19M (+39.3%)
|
20.51M
est: 18.61M (+10.2%)
|
23.01M
est: 20.17M (+14.1%)
|
26.02M
est: 22.27M (+16.8%)
|
12.77M
est: 10.47M (+22.0%)
|
10.87M
est: 10.46M (+3.9%)
|
12.00M
est: 7.87M (+52.4%)
|
17.65M
est: 11.60M (+52.1%)
|
15.14M
est: 10.80M (+40.2%)
|
15.38M
est: 10.88M (+41.3%)
|
-9.57M
est: -44.77M (+78.6%)
|
9.99M
est: 4.98M (+100.7%)
|
24.84M
est: 20.46M (+21.5%)
|
21.81M
est: 25.42M (-14.2%)
|
3.05M
est: 1.43M (+113.9%)
|
-5.75M
est: 27.75M (-120.7%)
|
-119.36M
est: 23.29M (-612.5%)
|
14.48M
14.36M – 14.60M
-37.8% YoY
|
17.21M
15.89M – 18.35M
+18.9% YoY
|
| SGA |
109.67M
est: 105.45M (+4.0%)
|
104.56M
est: 73.80M (+41.7%)
|
118.62M
est: 110.09M (+7.8%)
|
134.75M
est: 120.26M (+12.1%)
|
138.26M
est: 121.41M (+13.9%)
|
145.35M
est: 122.12M (+19.0%)
|
154.34M
est: 163.37M (-5.5%)
|
155.12M
est: 114.15M (+35.9%)
|
157.48M
est: 118.87M (+32.5%)
|
165.82M
est: 127.35M (+30.2%)
|
175.74M
est: 202.69M (-13.3%)
|
225.91M
est: 344.28M (-34.4%)
|
216.57M
est: 178.13M (+21.6%)
|
229.01M
est: 187.18M (+22.3%)
|
249.60M
est: 208.95M (+19.5%)
|
235.85M
est: 222.25M (+6.1%)
|
218.44M
est: 211.11M (+3.5%)
|
209.45M
est: 195.61M (+7.1%)
|
174.24M
174.21M – 174.27M
-10.9% YoY
|
175.25M
174.95M – 175.56M
+0.6% YoY
|
| EPS |
1.27
est: 1.22 (+4.1%)
|
0.87
est: 0.72 (+20.8%)
|
0.91
est: 0.92 (-1.1%)
|
1.02
est: 1.01 (+1.0%)
|
1.16
est: 0.90 (+28.9%)
|
0.61
est: 0.59 (+3.4%)
|
0.58
est: 1.02 (-43.1%)
|
0.67
est: 1.08 (-38.0%)
|
0.98
est: 1.22 (-19.7%)
|
0.84
est: 1.11 (-24.6%)
|
0.85
est: 1.36 (-37.3%)
|
-0.52
est: 1.57 (-133.1%)
|
0.53
est: 1.39 (-61.8%)
|
1.30
est: 2.08 (-37.4%)
|
1.15
est: 2.35 (-51.0%)
|
0.16
est: 0.07 (+113.4%)
|
-0.30
est: 1.45 (-120.6%)
|
-6.28
est: 1.21 (-617.0%)
|
0.77
0.76 – 0.77
-37.0% YoY
|
0.91
0.84 – 0.96
+18.3% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-06 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-05 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-04 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-01 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-30 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-29 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-28 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-27 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-24 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-23 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-22 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-21 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-20 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-17 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-16 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Page 2 of 5 Pages | 7.57M | 39.50% | 6.42M | 1.15M | 6.42M | 1.15M | IN | Massachusetts | 2022-01-31 | ↗ |
| 2 | 04-2683227 | 2.75M | 13.92% | — | 2.14M | — | 2.75M | IA | Massachusetts | 2014-02-14 | ↗ |
| 3 | 52-2343049 | 1.90M | 10.00% | 1.90M | — | 1.90M | — | IA | New York | 2022-10-05 | ↗ |
| 4 | Claus Moller | 1.50M | 6.70% | — | 1.50M | — | 10.00 | IN | Denmark | 2012-11-13 | ↗ |
| 5 | P2 Capital Partners, LLC | 1.50M | 6.70% | — | 1.50M | — | 10.00 | CO | Delaware | 2012-11-13 | ↗ |
| 6 | (Entities Only). | 1.44M | 7.40% | — | 1.44M | — | 10.00 | IN | Denmark | 2014-05-12 | ↗ |
| 7 | 20-2436330 | 1.44M | 7.40% | — | 1.44M | — | 10.00 | CO | Delaware | 2014-05-12 | ↗ |
| 8 | Wellington Group Holdings LLP | 1.26M | 6.65% | — | 1.12M | — | — | HC | Delaware | 2021-02-04 | ↗ |
| 9 | Wellington Investment Advisors Holdings LLP | 1.26M | 6.65% | — | 1.12M | — | — | HC | Delaware | 2021-02-04 | ↗ |
| 10 | The Vanguard Group - 23-1945930 | 1.26M | 6.57% | — | 22.0K | 1.23M | 31.4K | IA | Pennsylvania | 2022-02-10 | ↗ |
| 11 | Wellington Management Company LLP | 1.25M | 6.61% | — | 1.11M | — | — | IA | Delaware | 2021-02-04 | ↗ |
| 12 | Jeremy John Hosking | 1.13M | 4.99% | 854.0K | — | 1.13M | — | IN | United Kingdom | 2012-07-30 | ↗ |
| 13 | Marathon Asset Management LLP | 1.13M | 4.99% | 854.0K | — | 1.13M | — | IA | London | 2012-07-30 | ↗ |
| 14 | as the "Reporting Persons." | 1.13M | 4.99% | 854.0K | — | 1.13M | — | IA, HC, CO, IN | United Kingdom / Jersey | 2012-07-30 | ↗ |
| 15 | (1) BlackRock, Inc. | 1.03M | 5.40% | 1.01M | — | 1.03M | — | HC | Delaware | 2024-11-08 | ↗ |
| 16 | P2 Capital Master Fund VI, L.P. | 1.02M | 4.60% | — | 1.02M | — | 10.00 | PN | Delaware | 2012-11-13 | ↗ |
| 17 | 27-2915390 | 983.6K | 5.00% | — | 983.6K | — | 10.00 | PN | Delaware | 2014-05-12 | ↗ |
| 18 | 13-3127734 | 902.0K | 4.76% | 902.0K | — | 902.0K | — | HC | Delaware | 2021-02-11 | ↗ |
| 19 | 26-0385758 | 902.0K | 4.76% | 902.0K | — | 902.0K | — | IA | Delaware | 2021-02-11 | ↗ |
| 20 | Neuberger Berman Group LLC | 856.7K | 3.84% | — | 836.2K | — | 856.7K | HC | Delaware | 2012-12-07 | ↗ |
| 21 | Neuberger Berman LLC | 856.7K | 3.84% | — | 836.2K | — | 856.7K | BD, IA | Delaware | 2012-12-07 | ↗ |
| 22 | Neuberger Berman Management LLC | 757.8K | 3.40% | — | 757.8K | — | 757.8K | BD | Delaware | 2012-12-07 | ↗ |
| 23 | Neuberger Berman Equity Funds | 579.4K | 2.60% | — | 579.4K | — | 579.4K | IV | Delaware | 2012-12-07 | ↗ |
| 24 | P2 Capital Master Fund I, L.P. | 484.0K | 2.20% | — | 484.0K | — | 10.00 | PN | Delaware | 2012-11-13 | ↗ |
| 25 | 98-0515452 | 455.9K | 2.30% | — | 455.9K | — | 10.00 | PN | Cayman Islands, British West Indies | 2014-05-12 | ↗ |
| 26 | Wellington Management Group LLP | 300.2K | 1.57% | — | 288.6K | — | 300.2K | HC | Massachusetts | 2021-12-10 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 956.9K +4.1K (+0.4%) | 7.77M -2.3M (-23.1%) | 5.04% +0.038 pp | 0.00% +0.000 pp | USD17.19 -52.8% | 6 qtrs — |
| 2 | PORTOLAN CAPITAL MANAGEMENT, LLC | 705.7K +191.9K (+37.3%) | 5.73M +283.6K (+5.2%) | 3.71% +1.019 pp | 0.31% +0.012 pp | USD13.96 -41.8% | 10 qtrs — |
| 3 | VANGUARD GROUP INC | 659.1K +9.3K (+1.4%) | 5.35M -1.5M (-22.3%) | 3.47% +0.060 pp | 0.00% +0.000 pp | USD82.18 -90.1% | 84 qtrs — |
| 4 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | 588.9K +156.6K (+36.2%) | 4.78M +199.2K (+4.3%) | 3.08% +0.813 pp | 1.05% +0.042 pp | USD11.70 -30.6% | 6 qtrs — |
| 5 | ARROWMARK COLORADO HOLDINGS LLC | 556.3K -120.5K (-17.8%) | 4.52M -2.7M (-37.0%) | 2.93% -0.623 pp | 0.10% -0.034 pp | USD31.32 -74.1% | 41 qtrs — |
| 6 | TIETON CAPITAL MANAGEMENT, LLC | 538.6K +538.6K (+100.0%) | 4.37M +4.4M (+100.0%) | 2.82% +2.818 pp | 1.50% +1.496 pp | USD8.12 +0.0% | 1 qtrs NEW |
| 7 | CAPTION MANAGEMENT, LLC | 500.0K +500.0K (+100.0%) | 4.06M +4.1M (+100.0%) | 2.63% +2.631 pp | 0.03% +0.028 pp | USD8.12 +0.0% | 1 qtrs NEW |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 448.0K -16.6K (-3.6%) | 3.64M -1.3M (-26.1%) | 2.36% -0.079 pp | 0.01% -0.001 pp | USD36.64 -77.8% | 82 qtrs — |
| 9 | ACADIAN ASSET MANAGEMENT LLC | 425.7K +54.0K (+14.5%) | 3.45M -484.0K (-12.3%) | 2.23% +0.278 pp | 0.01% -0.001 pp | USD15.67 -48.2% | 8 qtrs — |
| 10 | DIMENSIONAL FUND ADVISORS LP | 398.2K -77.6K (-16.3%) | 3.23M -1.8M (-35.9%) | 2.08% -0.413 pp | 0.00% 0.000 pp | USD34.77 -76.6% | 51 qtrs — |
| 11 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 349.2K +15.3K (+4.6%) | 2.84M -704.4K (-19.9%) | 1.84% +0.086 pp | 0.01% -0.003 pp | USD14.18 -42.7% | 6 qtrs — |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 298.4K +5.8K (+2.0%) | 2.42M -678.8K (-21.9%) | 1.57% +0.036 pp | 0.00% +0.000 pp | USD33.71 -75.9% | 78 qtrs — |
| 13 | INVENOMIC CAPITAL MANAGEMENT LP | 258.7K -5.9K (-2.2%) | 2.10M -704.0K (-25.1%) | 1.36% -0.028 pp | 0.10% -0.038 pp | USD12.47 -34.9% | 5 qtrs — |
| 14 | STATE STREET CORP | 255.7K +3.8K (+1.5%) | 2.08M -594.2K (-22.2%) | 1.35% +0.024 pp | 0.00% +0.000 pp | USD37.32 -78.2% | 51 qtrs — |
| 15 | FEDERATED HERMES, INC. | 237.6K -17.8K (-7.0%) | 1.93M -777.8K (-28.7%) | 1.24% -0.097 pp | 0.00% -0.002 pp | USD14.78 -45.1% | 13 qtrs — |
| 16 | WALLEYE CAPITAL LLC | 229.9K +137.6K (+149.0%) | 1.87M +888.1K (+90.8%) | 1.21% +0.726 pp | 0.01% +0.002 pp | USD9.12 -11.0% | 7 qtrs — |
| 17 | JPMORGAN CHASE & CO | 199.6K +62.0K (+45.0%) | 1.62M +162.1K (+11.1%) | 1.04% +0.322 pp | 0.00% +0.000 pp | USD12.04 -32.6% | 39 qtrs — |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 150.9K +4.0K (+2.7%) | 1.22M -331.7K (-21.3%) | 0.79% +0.024 pp | 0.03% -0.008 pp | USD9.84 -17.5% | 4 qtrs — |
| 19 | HERALD INVESTMENT MANAGEMENT LTD | 150.0K +— (+0.0%) | 1.22M -372.0K (-23.4%) | 0.79% +0.003 pp | 0.16% -0.053 pp | USD10.60 -23.4% | 2 qtrs — |
| 20 | SEI INVESTMENTS CO | 134.0K +123.8K (+1,223.5%) | 1.09M +980.4K (+913.8%) | 0.70% +0.648 pp | 0.00% +0.001 pp | USD8.81 -7.8% | 7 qtrs — |
| 21 | MORGAN STANLEY | 126.9K -67.0K (-34.6%) | 1.03M -1.0M (-49.9%) | 0.67% -0.349 pp | 0.00% 0.000 pp | USD22.10 -63.3% | 51 qtrs — |
| 22 | QUANTINNO CAPITAL MANAGEMENT LP | 123.8K +46.3K (+59.8%) | 1.01M +184.2K (+22.4%) | 0.65% +0.245 pp | 0.00% 0.000 pp | USD9.38 -13.4% | 4 qtrs — |
| 23 | D. E. SHAW & CO., INC. | 122.3K +11.9K (+10.8%) | 993.3K -176.7K (-15.1%) | 0.64% +0.064 pp | 0.00% 0.000 pp | USD16.35 -50.3% | 9 qtrs — |
| 24 | TWO SIGMA INVESTMENTS, LP | 121.2K -26.8K (-18.1%) | 984.2K -584.9K (-37.3%) | 0.64% -0.139 pp | 0.00% -0.001 pp | USD19.81 -59.0% | 18 qtrs — |
| 25 | TWO SIGMA ADVISERS, LP | 105.9K -35.6K (-25.2%) | 859.9K -640.0K (-42.7%) | 0.56% -0.185 pp | 0.00% -0.001 pp | USD22.74 -64.3% | 46 qtrs — |
| 26 | NORTHERN TRUST CORP | 100.0K -4.8K (-4.6%) | 812.3K -299.2K (-26.9%) | 0.53% -0.024 pp | 0.00% +0.000 pp | USD36.48 -77.7% | 51 qtrs — |
| 27 | CITADEL ADVISORS LLC | 99.1K +63.7K (+180.0%) | 804.5K +429.4K (+114.5%) | 0.52% +0.336 pp | 0.00% +0.000 pp | USD11.47 -29.2% | 48 qtrs — |
| 28 | AQR CAPITAL MANAGEMENT LLC | 98.7K -25.3K (-20.4%) | 801.2K -512.6K (-39.0%) | 0.52% -0.131 pp | 0.00% 0.000 pp | USD10.35 -21.5% | 18 qtrs — |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 93.8K -1.6K (-1.7%) | 761.6K -249.5K (-24.7%) | 0.49% -0.010 pp | 0.00% +0.000 pp | USD34.25 -76.3% | 100 qtrs — |
| 30 | KESTREL INVESTMENT MANAGEMENT CORP | 91.5K -3.6K (-3.8%) | 743.0K -265.0K (-26.3%) | 0.48% -0.020 pp | 0.42% -0.147 pp | USD18.01 -54.9% | 6 qtrs — |
| 31 | GOLDMAN SACHS GROUP INC | 87.3K +5.7K (+7.0%) | 709.2K -155.7K (-18.0%) | 0.46% +0.032 pp | 0.00% +0.000 pp | USD19.63 -58.6% | 39 qtrs — |
| 32 | FIRST MANHATTAN CO. LLC. | 87.2K +87.2K (+100.0%) | 708.1K +708.1K (+100.0%) | 0.46% +0.459 pp | 0.00% +0.002 pp | USD8.12 +0.0% | 1 qtrs NEW |
| 33 | BANK OF AMERICA CORP /DE/ | 73.4K +20.4K (+38.6%) | 596.1K +34.6K (+6.2%) | 0.39% +0.108 pp | 0.00% +0.000 pp | USD13.03 -37.7% | 52 qtrs — |
| 34 | BANK OF NEW YORK MELLON CORP | 66.5K +18.1K (+37.5%) | 539.9K +27.3K (+5.3%) | 0.35% +0.094 pp | 0.00% +0.000 pp | USD23.48 -65.4% | 66 qtrs — |
| 35 | TOPLINE CAPITAL MANAGEMENT, LLC | 65.2K +65.2K (+100.0%) | 529.2K +529.2K (+100.0%) | 0.34% +0.343 pp | 0.05% +0.048 pp | USD8.12 +0.0% | 1 qtrs NEW |
| 36 | TREXQUANT INVESTMENT LP | 56.4K +24.3K (+75.6%) | 458.2K +117.7K (+34.6%) | 0.30% +0.129 pp | 0.00% +0.001 pp | USD13.13 -38.2% | 8 qtrs — |
| 37 | QUBE RESEARCH & TECHNOLOGIES LTD | 55.5K -21.3K (-27.7%) | 450.8K -363.3K (-44.6%) | 0.29% -0.111 pp | 0.00% 0.000 pp | USD12.63 -35.7% | 10 qtrs — |
| 38 | BARCLAYS PLC | 50.8K +6.7K (+15.2%) | 412.3K -381.8K (-48.1%) | 0.27% +0.036 pp | 0.00% 0.000 pp | USD22.60 -64.1% | 51 qtrs — |
| 39 | ASSENAGON ASSET MANAGEMENT S.A. | 47.4K -31.8K (-40.1%) | 384.7K -454.2K (-54.1%) | 0.25% -0.167 pp | 0.00% -0.001 pp | USD11.51 -29.5% | 7 qtrs — |
| 40 | COOPER CREEK PARTNERS MANAGEMENT LLC | 46.8K +— (+0.0%) | 380.0K -116.0K (-23.4%) | 0.25% +0.001 pp | 0.02% +0.002 pp | USD32.14 -74.7% | 26 qtrs — |
| 41 | AMERIPRISE FINANCIAL INC | 45.6K -2.6K (-5.4%) | 370.0K -140.7K (-27.5%) | 0.24% -0.013 pp | 0.00% +0.000 pp | USD13.68 -40.6% | 6 qtrs — |
| 42 | HSBC HOLDINGS PLC | 40.1K -2.6K (-6.2%) | 320.9K -117.6K (-26.8%) | 0.21% -0.013 pp | 0.00% 0.000 pp | USD10.60 -23.4% | 2 qtrs — |
| 43 | ANCORA ADVISORS, LLC | 36.6K -43.8K (-54.5%) | 297.0K -555.0K (-65.1%) | 0.19% -0.229 pp | 0.01% -0.011 pp | USD12.38 -34.4% | 6 qtrs — |
| 44 | EXCHANGE TRADED CONCEPTS, LLC | 33.9K +33.9K (+100.0%) | 275.2K +275.2K (+100.0%) | 0.18% +0.177 pp | 0.00% +0.002 pp | USD8.12 +0.0% | 1 qtrs NEW |
| 45 | SQUAREPOINT OPS LLC | 31.1K +2.8K (+9.7%) | 252.9K -48.1K (-16.0%) | 0.16% +0.014 pp | 0.00% +0.000 pp | USD9.99 -18.7% | 7 qtrs — |
| 46 | POINT72 ASSET MANAGEMENT, L.P. | 29.8K +29.8K (+100.0%) | 241.7K +241.7K (+100.0%) | 0.16% +0.157 pp | 0.00% +0.000 pp | USD8.12 +0.0% | 1 qtrs NEW |
| 47 | PRICE T ROWE ASSOCIATES INC /MD/ | 24.8K -16.2K (-39.5%) | 202.0K -233.0K (-53.6%) | 0.13% -0.085 pp | 0.00% +0.000 pp | USD25.94 -68.7% | 62 qtrs — |
| 48 | GRAHAM CAPITAL MANAGEMENT, L.P. | 19.5K +6.8K (+53.3%) | 158.5K +23.5K (+17.4%) | 0.10% +0.036 pp | 0.00% +0.002 pp | USD9.74 -16.6% | 4 qtrs — |
| 49 | NUVEEN, LLC | 18.5K +— (+0.0%) | 150.3K -45.9K (-23.4%) | 0.10% +0.000 pp | 0.00% +0.000 pp | USD9.24 -12.1% | 4 qtrs — |
| 50 | INVESCO LTD. | 17.8K +937.0 (+5.6%) | 144.3K -34.2K (-19.1%) | 0.09% +0.005 pp | 0.00% +0.000 pp | USD39.74 -79.6% | 57 qtrs — |
| 51 | ALLIANCEBERNSTEIN L.P. | 17.6K +— (+0.0%) | 143.1K -43.7K (-23.4%) | 0.09% +0.000 pp | 0.00% +0.000 pp | USD16.51 -50.8% | 61 qtrs — |
| 52 | JACOBS LEVY EQUITY MANAGEMENT, INC | 16.4K -7.9K (-32.5%) | 133.2K -124.5K (-48.3%) | 0.09% -0.041 pp | 0.00% -0.001 pp | USD9.49 -14.4% | 4 qtrs — |
| 53 | RHUMBLINE ADVISERS | 15.1K -2.4K (-13.8%) | 122.2K -62.9K (-34.0%) | 0.08% -0.012 pp | 0.00% +0.000 pp | USD33.99 -76.1% | 52 qtrs — |
| 54 | OXFORD ASSET MANAGEMENT LLP | 13.9K +13.9K (+100.0%) | 113.1K +113.1K (+100.0%) | 0.07% +0.073 pp | 0.05% +0.046 pp | USD8.12 +0.0% | 1 qtrs NEW |
| 55 | AUXIER ASSET MANAGEMENT | 13.9K -11.9K (-46.1%) | 112.7K -160.0K (-58.7%) | 0.07% -0.062 pp | 0.02% -0.022 pp | USD25.75 -68.5% | 23 qtrs — |
| 56 | BNP PARIBAS ARBITRAGE, SNC | 13.4K +7.3K (+117.2%) | 109.2K +43.6K (+66.4%) | 0.07% +0.038 pp | 0.00% +0.000 pp | USD9.75 -16.7% | 49 qtrs — |
| 57 | PNC FINANCIAL SERVICES GROUP, INC. | 13.0K +436.0 (+3.5%) | 105.4K -27.6K (-20.7%) | 0.07% +0.003 pp | 0.00% +0.000 pp | USD17.04 -52.3% | 35 qtrs — |
| 58 | WELLS FARGO & COMPANY/MN | 12.8K +4.1K (+46.2%) | 104.3K +11.2K (+12.0%) | 0.07% +0.022 pp | 0.00% +0.000 pp | USD14.86 -45.4% | 57 qtrs — |
| 59 | IEQ CAPITAL, LLC | 12.5K -4.8K (-27.8%) | 101.9K -82.3K (-44.7%) | 0.07% -0.026 pp | 0.00% 0.000 pp | USD10.60 -23.4% | 2 qtrs — |
| 60 | AMERICAN CENTURY COMPANIES INC | 11.7K +1.1K (+10.3%) | 95.2K -17.5K (-15.5%) | 0.06% +0.006 pp | 0.00% +0.000 pp | USD10.37 -21.7% | 2 qtrs — |
| 61 | NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. | 11.6K +— (+0.0%) | 93.8K -28.7K (-23.4%) | 0.06% 0.000 pp | 0.05% -0.007 pp | USD10.60 -23.4% | 2 qtrs — |
| 62 | CI PRIVATE WEALTH, LLC | 11.4K +11.4K (+100.0%) | 92.9K +92.9K (+100.0%) | 0.06% +0.060 pp | 0.00% +0.000 pp | USD8.12 +0.0% | 1 qtrs NEW |
| 63 | OCCUDO QUANTITATIVE STRATEGIES LP | 11.4K +11.4K (+100.0%) | 92.7K +92.7K (+100.0%) | 0.06% +0.060 pp | 0.01% +0.006 pp | USD8.12 +0.0% | 1 qtrs NEW |
| 64 | INSCRIPTION CAPITAL, LLC | 11.2K +11.2K (+100.0%) | 90.7K +90.7K (+100.0%) | 0.06% +0.058 pp | 0.01% +0.009 pp | USD8.12 +0.0% | 1 qtrs NEW |
| 65 | STRS OHIO | 11.1K +11.1K (+100.0%) | 90.1K +90.1K (+100.0%) | 0.06% +0.058 pp | 0.00% +0.000 pp | USD8.12 +0.0% | 1 qtrs NEW |
| 66 | DEUTSCHE BANK AG\ | 7.3K -17.9K (-71.2%) | 58.9K -208.0K (-77.9%) | 0.04% -0.094 pp | 0.00% 0.000 pp | USD10.60 -23.4% | 2 qtrs — |
| 67 | CITIGROUP INC | 7.2K +6.6K (+1,263.4%) | 58.1K +52.6K (+944.3%) | 0.04% +0.035 pp | 0.00% +0.000 pp | USD9.06 -10.4% | 54 qtrs — |
| 68 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 5.5K -196.0 (-3.5%) | 44.3K -15.6K (-26.1%) | 0.03% -0.001 pp | 0.00% +0.000 pp | USD16.80 -51.7% | 7 qtrs — |
| 69 | CWM, LLC | 5.5K -3.0K (-35.4%) | 44.0K -46.0K (-51.1%) | 0.03% -0.016 pp | 0.00% 0.000 pp | USD10.88 -25.4% | 14 qtrs — |
| 70 | NEW YORK STATE COMMON RETIREMENT FUND | 4.7K +— (+0.0%) | 38.2K -11.7K (-23.4%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD29.15 -72.1% | 75 qtrs — |
| 71 | VERSANT CAPITAL MANAGEMENT, INC | 4.4K -178.0 (-3.9%) | 36.0K -12.9K (-26.3%) | 0.02% -0.001 pp | 0.00% -0.002 pp | USD10.66 -23.8% | 5 qtrs — |
| 72 | FMR LLC | 4.1K -1.2K (-23.2%) | 33.3K -23.3K (-41.2%) | 0.02% -0.007 pp | 0.00% +0.000 pp | USD10.82 -25.0% | 16 qtrs — |
| 73 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 4.1K +— (+0.0%) | 32.9K -10.0K (-23.4%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD9.67 -16.0% | 4 qtrs — |
| 74 | GAMMA INVESTING LLC | 3.7K +623.0 (+20.3%) | 30.0K -2.5K (-7.8%) | 0.02% +0.003 pp | 0.00% 0.000 pp | USD10.14 -19.9% | 9 qtrs — |
| 75 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 3.3K +— (+0.0%) | 26.4K -8.1K (-23.4%) | 0.02% +0.000 pp | 0.00% 0.000 pp | USD15.67 -48.2% | 5 qtrs — |
| 76 | ELKHORN PARTNERS LIMITED PARTNERSHIP | 3.0K +3.0K (+100.0%) | 24.4K +24.4K (+100.0%) | 0.02% +0.016 pp | 0.02% +0.015 pp | USD8.12 +0.0% | 1 qtrs NEW |
| 77 | KESTRA ADVISORY SERVICES, LLC | 2.6K +2.6K (+100.0%) | 21.3K +21.3K (+100.0%) | 0.01% +0.014 pp | 0.00% +0.000 pp | USD8.12 +0.0% | 1 qtrs NEW |
| 78 | TOWER RESEARCH CAPITAL LLC (TRC) | 1.6K +433.0 (+37.6%) | 12.9K +659.0 (+5.4%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD14.35 -43.4% | 23 qtrs — |
| 79 | ROYAL BANK OF CANADA | 1.3K -48.2K (-97.3%) | 11.0K -513.0K (-97.9%) | 0.01% -0.253 pp | 0.00% 0.000 pp | USD10.25 -20.8% | 51 qtrs — |
| 80 | UBS GROUP AG | 1.3K -4.3K (-76.6%) | 10.7K -49.1K (-82.0%) | 0.01% -0.023 pp | 0.00% +0.000 pp | USD18.62 -56.4% | 45 qtrs — |
| 81 | NISA INVESTMENT ADVISORS, LLC | 1.2K -135.0 (-10.2%) | 9.7K -4.4K (-31.2%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD9.92 -18.1% | 40 qtrs — |
| 82 | RUSSELL INVESTMENTS GROUP, LTD. | 1.2K +168.0 (+16.9%) | 9.4K -1.1K (-10.4%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD10.24 -20.7% | 17 qtrs — |
| 83 | LEGAL & GENERAL GROUP PLC | 972.00 +— (+0.0%) | 7.9K -2.4K (-23.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD41.05 -80.2% | 46 qtrs — |
| 84 | AMERITAS INVESTMENT PARTNERS, INC. | 966.00 +— (+0.0%) | 7.8K -2.4K (-23.4%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD37.68 -78.5% | 36 qtrs — |
| 85 | STERLING CAPITAL MANAGEMENT LLC | 790.00 +— (+0.0%) | 6.4K -2.0K (-23.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD11.91 -31.8% | 6 qtrs — |
| 86 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 699.00 -14.0 (-2.0%) | 5.7K -1.9K (-24.9%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD10.60 -23.4% | 52 qtrs — |
| 87 | AMALGAMATED BANK | 360.00 -29.0 (-7.5%) | 3.0K -1.0K (-25.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD45.26 -82.1% | 19 qtrs — |
| 88 | US BANCORP \DE\ | 275.00 +— (+0.0%) | 2.2K -682.0 (-23.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD20.37 -60.1% | 51 qtrs — |
| 89 | OPTIVER HOLDING B.V. | 206.00 +— (+0.0%) | 1.7K -511.0 (-23.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD10.60 -23.4% | 2 qtrs — |
| 90 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 191.00 +— (+0.0%) | 1.6K -474.0 (-23.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.90 -18.0% | 3 qtrs — |
| 91 | FORTITUDE FAMILY OFFICE, LLC | 132.00 -71.0 (-35.0%) | 1.1K -1.1K (-50.2%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD10.43 -22.1% | 3 qtrs — |
| 92 | SRS CAPITAL ADVISORS, INC. | 124.00 -7.2K (-98.3%) | 1.0K -77.1K (-98.7%) | 0.00% -0.038 pp | 0.00% -0.001 pp | USD10.54 -23.0% | 3 qtrs — |
| 93 | HARBOR CAPITAL ADVISORS, INC. | 166.00 -3.0 (-1.8%) | 1.0K -1.0K (-50.0%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD17.47 -53.5% | 6 qtrs — |
| 94 | EVERSOURCE WEALTH ADVISORS, LLC | 109.00 -133.0 (-55.0%) | 885.00 -1.7K (-65.5%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD9.89 -17.9% | 3 qtrs — |
| 95 | IFP ADVISORS, INC | 106.00 -25.0 (-19.1%) | 861.00 -528.0 (-38.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD10.52 -22.8% | 5 qtrs — |
| 96 | ADVISOR GROUP HOLDINGS, INC. | 100.00 +— (+0.0%) | 812.00 -162.0 (-16.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD18.30 -55.6% | 23 qtrs — |
| 97 | ROOT FINANCIAL PARTNERS, LLC | 30.00 +30.0 (+100.0%) | 244.00 +244.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.10 +0.2% | 1 qtrs NEW |
| 98 | SUNBELT SECURITIES, INC. | 30.00 +10.0 (+50.0%) | 244.00 +32.0 (+15.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.77 -16.9% | 2 qtrs — |
| 99 | ALLWORTH FINANCIAL LP | 16.00 -57.0 (-78.1%) | 130.00 -644.0 (-83.2%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD10.50 -22.7% | 3 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.32% | 91.4K | 0.60% |
| 2 | Federated Hermes MDT Small Cap Core ETF FSCC | 0.13% | 208.3K | 0.51% |
| 3 | WisdomTree U.S. SmallCap Fund EES | 0.03% | 200.7K | 0.38% |
| 4 | iShares Micro-Cap ETF IWC | 0.03% | 394.1K | 0.60% |
| 5 | Applied Finance IVS US SMID ETF IVSS | 0.03% | 3.2K | 0.59% |
| 6 | U.S. Micro Cap Portfolio ETF DFMC | 0.01% | 551.1K | 0.43% |
| 7 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 65.0K | 0.06% |
| 8 | Invesco RAFI US 1500 Small-Mid ETF PRFZ | 0.00% | 128.4K | 0.34% |
| 9 | Avantis U.S. Small Cap Equity ETF AVSC | 0.00% | 117.2K | 0.25% |
| 10 | Fidelity Nasdaq Composite Index ETF ONEQ | 0.00% | 306.0K | 0.21% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | Chouinard Scott | Officer | A-Award | A | Restricted Stock Units | 6,800 | 0.00 | — | 6,800 | D | ↗ |
| 2026-04-01 | Leaver Sharyn | Officer | M-Exempt | D | Restricted Stock Units | 4,201 | 0.00 | — | 8,400 | D | ↗ |
| 2026-04-01 | Johnson Carrie | Officer | M-Exempt | A | Common Stock | 14,335 | 0.00 | — | 45,762 | D | ↗ |
| 2026-04-01 | Gonsalves Jobina | Officer | A-Award | A | Restricted Stock Units | 25,000 | 0.00 | — | 25,000 | D | ↗ |
| 2026-04-01 | Finn Leo Christian | Officer | M-Exempt | D | Restricted Stock Units | 6,001 | 0.00 | — | 12,001 | D | ↗ |
| 2026-04-01 | Favre Christophe | Officer | M-Exempt | A | Common Stock | 3,177 | 0.00 | — | 15,270 | D | ↗ |
| 2026-04-01 | Facemire Michael | Officer | M-Exempt | D | Restricted Stock Units | 5,000 | 0.00 | — | 15,000 | D | ↗ |
| 2026-04-01 | Darrah Ryan | Officer | M-Exempt | D | Common Stock | 9,318 | 0.00 | — | 35,885 | D | ↗ |
| 2026-04-01 | Cox Andrew | Officer | A-Award | A | Restricted Stock Units | 25,000 | 0.00 | — | 25,000 | D | ↗ |
| 2026-04-01 | Chouinard Scott | Officer | M-Exempt | D | Restricted Stock Units | 3,205 | 0.00 | — | 9,615 | D | ↗ |
| 2026-03-02 | Favre Christophe | Officer | A-Award | A | Restricted Stock Units | 30,000 | 0.00 | — | 30,000 | D | ↗ |
| 2026-03-01 | Leaver Sharyn | Officer | M-Exempt | D | Restricted Stock Units | 1,614 | 0.00 | — | 0 | D | ↗ |
| 2026-03-01 | Johnson Carrie | Officer | M-Exempt | A | Common Stock | 6,018 | 0.00 | — | 33,993 | D | ↗ |
| 2026-03-01 | Finn Leo Christian | Officer | M-Exempt | A | Common Stock | 6,266 | 0.00 | — | 33,518 | D | ↗ |
| 2026-03-01 | Favre Christophe | Officer | M-Exempt | D | Restricted Stock Units | 408 | 0.00 | — | 0 | D | ↗ |
| 2026-03-01 | Facemire Michael | Officer | M-Exempt | D | Restricted Stock Units | 98 | 0.00 | — | 0 | D | ↗ |
| 2026-03-01 | Darrah Ryan | Officer | M-Exempt | D | Restricted Stock Units | 1,365 | 0.00 | — | 0 | D | ↗ |
| 2026-03-01 | Cox Andrew | Officer | M-Exempt | A | Common Stock | 190 | 0.00 | — | 1,759 | D | ↗ |
| 2026-03-01 | Chouinard Scott | Officer | M-Exempt | A | Common Stock | 745 | 0.00 | — | 11,831 | D | ↗ |
| 2026-03-01 | BRADFORD NEIL | Director | F-InKind | D | Common Stock | 197 | 5.98 | 1.2K | 37,800 | D | ↗ |
| 2026-02-01 | Favre Christophe | Officer | — | — | Restricted Stock Units | 8,760 | 0.00 | — | 0 | D | ↗ |
| 2026-02-01 | Facemire Michael | Officer | M-Exempt | A | Common Stock | 388 | 0.00 | — | 3,449 | D | ↗ |
| 2025-12-01 | BRADFORD NEIL | Director | F-InKind | D | Common Stock | 198 | 7.30 | 1.4K | 37,997 | D | ↗ |
| 2025-10-01 | Finn Leo Christian | Officer | M-Exempt | A | Common Stock | 5,040 | 0.00 | — | 28,731 | D | ↗ |
| 2025-09-01 | BRADFORD NEIL | Director | F-InKind | D | Common Stock | 198 | 9.74 | 1.9K | 38,195 | D | ↗ |
| 2025-08-01 | Leaver Sharyn | Officer | F-InKind | D | Common Stock | 237 | 10.94 | 2.6K | 18,609 | D | ↗ |
| 2025-08-01 | Johnson Carrie | Officer | M-Exempt | A | Common Stock | 2,203 | 0.00 | — | 27,176 | D | ↗ |
| 2025-08-01 | Facemire Michael | Officer | M-Exempt | D | Restricted Stock Units | 634 | 0.00 | — | 1,268 | D | ↗ |
| 2025-08-01 | Darrah Ryan | Officer | M-Exempt | D | Restricted Stock Units | 1,514 | 0.00 | — | 0 | D | ↗ |
| 2025-08-01 | Cox Andrew | Officer | M-Exempt | D | Restricted Stock Units | 137 | 0.00 | — | 0 | D | ↗ |
| 2025-08-01 | Chouinard Scott | Officer | M-Exempt | A | Common Stock | 926 | 0.00 | — | 10,229 | D | ↗ |
| 2025-06-02 | Romine Warren N | Director | A-Award | A | Common Stock | 8,000 | 0.00 | — | 21,702 | D | ↗ |
| 2025-06-02 | Munchbach Cory | Director | A-Award | A | Common Stock | 8,000 | 0.00 | — | 14,737 | D | ↗ |
| 2025-06-02 | Friscia Anthony J | Director | A-Award | A | Common Stock | 8,000 | 0.00 | — | 33,938 | D | ↗ |
| 2025-06-02 | Cox Andrew | Officer | A-Award | A | Restricted Stock Units | 17,056 | 0.00 | — | 17,056 | D | ↗ |
| 2025-06-02 | Bennett Robert Paul | Director | A-Award | A | Common Stock | 8,000 | 0.00 | — | 19,305 | D | ↗ |
| 2025-06-02 | BRADFORD NEIL | Director | A-Award | A | Common Stock | 8,000 | 0.00 | — | 38,393 | D | ↗ |
| 2025-06-01 | Gonsalves Jobina | Officer | M-Exempt | D | Restricted Stock Units | 4,913 | 0.00 | — | 14,738 | D | ↗ |
| 2025-06-01 | BRADFORD NEIL | Director | F-InKind | D | Common Stock | 166 | 10.63 | 1.8K | 30,393 | D | ↗ |
| 2025-05-13 | Cox Andrew | Officer | — | — | Common Stock | 0 | 0.00 | — | 1,276 | D | ↗ |
| 2025-04-01 | Swan Nathaniel | Officer | A-Award | A | Non-Qualified STock Options (Right to Buy) | 66,666 | 9.36 | 624.0K | 66,666 | D | ↗ |
| 2025-04-01 | Leaver Sharyn | Officer | A-Award | A | Non-Qualified Stock Options (Right to Buy) | 33,333 | 9.36 | 312.0K | 33,333 | D | ↗ |
| 2025-04-01 | Johnson Carrie | Officer | M-Exempt | D | Restricted Stock Units | 6,001 | 0.00 | — | 18,002 | D | ↗ |
| 2025-04-01 | Gonsalves Jobina | Officer | A-Award | A | Non-Qualified Stock Options (Right to Buy) | 23,333 | 9.36 | 218.4K | 23,333 | D | ↗ |
| 2025-04-01 | Finn Leo Christian | Officer | A-Award | A | Non-Qualified Stock Options (Right to Buy) | 66,666 | 9.36 | 624.0K | 66,666 | D | ↗ |
| 2025-04-01 | Facemire Michael | Officer | M-Exempt | D | Restricted Stock Units | 994 | 0.00 | — | 2,981 | D | ↗ |
| 2025-04-01 | Darrah Ryan | Officer | M-Exempt | A | Common Stock | 3,901 | 0.00 | — | 25,347 | D | ↗ |
| 2025-04-01 | Chouinard Scott | Officer | A-Award | A | Restricted Stock Units | 12,820 | 0.00 | — | 12,820 | D | ↗ |
| 2025-03-01 | Leaver Sharyn | Officer | F-InKind | D | Common Stock | 1,384 | 11.08 | 15.3K | 15,024 | D | ↗ |
| 2025-03-01 | Johnson Carrie | Officer | F-InKind | D | Common Stock | 2,566 | 11.08 | 28.4K | 21,213 | D | ↗ |
| 2025-03-01 | Finn Leo Christian | Officer | M-Exempt | D | Restricted Stock Units | 2,483 | 0.00 | — | 2,483 | D | ↗ |
| 2025-03-01 | Facemire Michael | Officer | M-Exempt | D | Restricted Stock Units | 98 | 0.00 | — | 98 | D | ↗ |
| 2025-03-01 | Darrah Ryan | Officer | M-Exempt | D | Restricted Stock Units | 1,366 | 0.00 | — | 1,365 | D | ↗ |
| 2025-03-01 | Chouinard Scott | Officer | M-Exempt | A | Common Stock | 745 | 0.00 | — | 8,619 | D | ↗ |
| 2025-03-01 | BRADFORD NEIL | Director | F-InKind | D | Common Stock | 166 | 11.08 | 1.8K | 30,559 | D | ↗ |
| 2025-02-28 | Bennett Robert Paul | Director | A-Award | A | Common Stock | 4,000 | 10.99 | 43.9K | 11,305 | D | ↗ |
| 2025-02-01 | Swan Nathaniel | Officer | M-Exempt | A | Common Stock | 3,300 | 0.00 | — | 6,854 | D | ↗ |
| 2025-02-01 | Facemire Michael | Officer | M-Exempt | D | Restricted Stock Units | 388 | 0.00 | — | 1,162 | D | ↗ |
| 2024-12-01 | BRADFORD NEIL | Director | F-InKind | D | Common Stock | 166 | 17.25 | 2.9K | 30,725 | D | ↗ |
| 2024-10-01 | Finn Leo Christian | Officer | M-Exempt | D | Restricted Stock Units | 5,040 | 0.00 | — | 5,040 | D | ↗ |
| 2024-09-01 | BRADFORD NEIL | Director | F-InKind | D | Common Stock | 166 | 19.18 | 3.2K | 30,891 | — | ↗ |
| 2024-08-05 | Facemire Michael | Officer | S-Sale | D | Common Stock | 719 | 18.76 | 13.5K | 1 | — | ↗ |
| 2024-08-05 | Darrah Ryan | Officer | S-Sale | D | Common Stock | 3,895 | 18.26 | 71.1K | 19,640 | — | ↗ |
| 2024-08-02 | Darrah Ryan | Officer | S-Sale | D | Common Stock | 761 | 19.07 | 14.5K | 23,535 | — | ↗ |
| 2024-08-01 | Peltzman Steven P. | Officer | M-Exempt | A | Common Stock | 3,425 | 0.00 | — | 22,446 | — | ↗ |
| 2024-08-01 | Macbeth Shirley | Officer | M-Exempt | D | Restricted Stock Units | 444 | 0.00 | — | 1,514 | — | ↗ |
| 2024-08-01 | Leaver Sharyn | Officer | M-Exempt | D | Restricted Stock Units | 694 | 0.00 | — | 0 | — | ↗ |
| 2024-08-01 | Johnson Carrie | Officer | M-Exempt | D | Restricted Stock Units | 2,431 | 0.00 | — | 0 | — | ↗ |
| 2024-08-01 | Facemire Michael | Officer | A-Award | A | Restricted Stock Units | 7,882 | 0.00 | — | 7,882 | — | ↗ |
| 2024-08-01 | Darrah Ryan | Officer | M-Exempt | D | Restricted Stock Units | 1,910 | 0.00 | — | 0 | — | ↗ |
| 2024-08-01 | Chouinard Scott | Officer | M-Exempt | A | Common Stock | 1,620 | 0.00 | — | 8,348 | — | ↗ |
| 2024-08-01 | Bennett Robert Paul | Director | A-Award | A | Common Stock | 6,305 | 0.00 | — | 7,305 | — | ↗ |
| 2024-07-22 | Bennett Robert Paul | Director | — | D | Common Stock | 0 | 0.00 | — | 1,000 | — | ↗ |
| 2024-07-15 | Facemire Michael | Officer | — | D | Restricted Stock Units | 3,975 | 0.00 | — | 0 | — | ↗ |
| 2024-06-13 | COLONY GEORGE F | Director / Officer / 10% Owner | G-Gift | A | Common Stock | 2,782 | 0.00 | — | 6,625,801 | — | ↗ |
| 2024-06-12 | COLONY GEORGE F | Director / Officer / 10% Owner | G-Gift | A | Common Stock | 204,000 | 0.00 | — | 6,623,019 | — | ↗ |
| 2024-06-03 | Wassenaar Yvonne | Director | A-Award | A | Common Stock | 6,737 | 0.00 | — | 26,423 | — | ↗ |
| 2024-06-03 | Romine Warren N | Director | A-Award | A | Common Stock | 6,737 | 0.00 | — | 13,702 | — | ↗ |
| 2024-06-03 | Munchbach Cory | Director | A-Award | A | Common Stock | 6,737 | 0.00 | — | 6,737 | — | ↗ |
| 2024-06-03 | Gonsalves Jobina | Officer | A-Award | A | Restricted Stock Units | 19,651 | 0.00 | — | 19,651 | — | ↗ |
| 2024-06-03 | Galford Robert | Director | A-Award | A | Common Stock | 6,737 | 0.00 | — | 27,226 | — | ↗ |
| 2024-06-03 | Friscia Anthony J | Director | A-Award | A | Common Stock | 6,737 | 0.00 | — | 25,938 | — | ↗ |
| 2024-06-03 | Boyce David | Director | A-Award | A | Common Stock | 6,737 | 0.00 | — | 20,362 | — | ↗ |
| 2024-06-03 | BRADFORD NEIL | Director | A-Award | A | Common Stock | 6,737 | 0.00 | — | 31,057 | — | ↗ |
| 2024-06-01 | Munchbach Cory | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-01 | Kasparian Michael | Officer | F-InKind | D | Common Stock | 674 | 17.99 | 12.1K | 17,169 | — | ↗ |
| 2024-06-01 | BRADFORD NEIL | Director | F-InKind | D | Common Stock | 102 | 17.99 | 1.8K | 24,320 | — | ↗ |
| 2024-05-29 | COLONY GEORGE F | Director / Officer / 10% Owner | G-Gift | D | Common Stock | 250,000 | 0.00 | — | 6,419,019 | — | ↗ |
| 2024-05-28 | Gonsalves Jobina | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-04-01 | Swan Nathaniel | Officer | A-Award | A | Restricted Stock Units | 24,003 | 0.00 | — | 24,003 | — | ↗ |
| 2024-04-01 | Peltzman Steven P. | Officer | A-Award | A | Restricted Stock Units | 16,802 | 0.00 | — | 16,802 | — | ↗ |
| 2024-04-01 | Macbeth Shirley | Officer | A-Award | A | Restricted Stock Units | 15,602 | 0.00 | — | 15,602 | — | ↗ |
| 2024-04-01 | Leaver Sharyn | Officer | A-Award | A | Restricted Stock Units | 16,802 | 0.00 | — | 16,802 | — | ↗ |
| 2024-04-01 | Kasparian Michael | Officer | A-Award | A | Restricted Stock Units | 14,402 | 0.00 | — | 14,402 | — | ↗ |
| 2024-04-01 | Johnson Carrie | Officer | A-Award | A | Restricted Stock Units | 24,003 | 0.00 | — | 24,003 | — | ↗ |
| 2024-04-01 | Finn Leo Christian | Officer | A-Award | A | Restricted Stock Units | 24,003 | 0.00 | — | 24,003 | — | ↗ |
| 2024-04-01 | Darrah Ryan | Officer | A-Award | A | Restricted Stock Units | 15,602 | 0.00 | — | 15,602 | — | ↗ |
| 2024-04-01 | Chouinard Scott | Officer | A-Award | A | Restricted Stock Units | 5,760 | 0.00 | — | 5,760 | — | ↗ |
| 2024-03-12 | COLONY GEORGE F | Director / Officer / 10% Owner | G-Gift | A | Common Stock | 250,000 | 0.00 | — | 501,580 | — | ↗ |
| 2024-03-01 | Peltzman Steven P. | Officer | M-Exempt | D | Restricted Stock Units | 1,366 | 0.00 | — | 2,731 | — | ↗ |
| 2024-03-01 | Macbeth Shirley | Officer | M-Exempt | D | Restricted Stock Units | 1,366 | 0.00 | — | 2,731 | — | ↗ |
| 2024-03-01 | Leaver Sharyn | Officer | M-Exempt | A | Common Stock | 4,073 | 0.00 | — | 12,662 | — | ↗ |
| 2024-03-01 | Kasparian Michael | Officer | M-Exempt | D | Restricted Stock Units | 2,080 | 0.00 | — | 6,243 | — | ↗ |
| 2024-03-01 | Johnson Carrie | Officer | M-Exempt | A | Common Stock | 6,018 | 0.00 | — | 15,614 | — | ↗ |
| 2024-03-01 | Finn Leo Christian | Officer | M-Exempt | D | Restricted Stock Units | 2,484 | 0.00 | — | 4,966 | — | ↗ |
| 2024-03-01 | Darrah Ryan | Officer | M-Exempt | D | Restricted Stock Units | 1,366 | 0.00 | — | 2,731 | — | ↗ |
| 2024-03-01 | Chouinard Scott | Officer | M-Exempt | D | Restricted Stock Units | 745 | 0.00 | — | 2,235 | — | ↗ |
| 2024-03-01 | BRADFORD NEIL | Director | F-InKind | D | Common Stock | 102 | 20.40 | 2.1K | 24,422 | — | ↗ |
| 2024-02-13 | Galford Robert | Director | S-Sale | D | Common Stock | 13,000 | 20.73 | 269.5K | 20,489 | — | ↗ |
| 2024-02-01 | Swan Nathaniel | Officer | F-InKind | D | Common Stock | 1,143 | 25.80 | 29.5K | 2,535 | — | ↗ |
| 2024-02-01 | Chouinard Scott | Officer | F-InKind | D | Common Stock | 20 | 25.80 | 516.00 | 855 | — | ↗ |
| 2023-12-01 | BRADFORD NEIL | Director | F-InKind | D | Common Stock | 102 | 24.73 | 2.5K | 24,592 | — | ↗ |
| 2023-10-01 | Finn Leo Christian | Officer | M-Exempt | D | Restricted Stock Units (Right to Buy) | 5,040 | 0.00 | — | 10,080 | — | ↗ |
| 2023-09-01 | BRADFORD NEIL | Director | F-InKind | D | Common Stock | 102 | 30.67 | 3.1K | 24,694 | — | ↗ |
| 2023-08-07 | Peltzman Steven P. | Officer | S-Sale | D | Common Stock | 1,200 | 32.05 | 38.5K | 17,081 | — | ↗ |
| 2023-08-07 | Chouinard Scott | Officer | S-Sale | D | Common Stock | 100 | 31.78 | 3.2K | 5,337 | — | ↗ |
| 2023-08-03 | Johnson Carrie | Officer | S-Sale | D | Common Stock | 1,117 | 32.01 | 35.8K | 8,811 | — | ↗ |
| 2023-08-01 | Peltzman Steven P. | Officer | M-Exempt | A | Common Stock | 5,341 | 0.00 | — | 20,432 | — | ↗ |
| 2023-08-01 | Macbeth Shirley | Officer | M-Exempt | D | Restricted Stock Units | 1,515 | 0.00 | — | 3,029 | — | ↗ |
| 2023-08-01 | Leaver Sharyn | Officer | M-Exempt | D | Restricted Stock Units | 826 | 0.00 | — | 1,652 | — | ↗ |
| 2023-08-01 | Kasparian Michael | Officer | M-Exempt | A | Common Stock | 1,515 | 0.00 | — | 13,736 | — | ↗ |
| 2023-08-01 | Johnson Carrie | Officer | M-Exempt | D | Restricted Stock Units | 2,431 | 0.00 | — | 2,431 | — | ↗ |
| 2023-08-01 | Darrah Ryan | Officer | M-Exempt | D | Common Stock | 1,479 | 32.41 | 47.9K | 19,622 | — | ↗ |
| 2023-08-01 | Chouinard Scott | Officer | M-Exempt | D | Restricted Stock Units | 694 | 0.00 | — | 694 | — | ↗ |
| 2023-06-12 | COLONY GEORGE F | Director / Officer / 10% Owner | G-Gift | D | Common Stock | 250,000 | 0.00 | — | 6,297,409 | — | ↗ |
| 2023-06-01 | Wassenaar Yvonne | Director | A-Award | A | Common Stock | 4,136 | 0.00 | — | 19,686 | — | ↗ |
| 2023-06-01 | Teichgraeber Gretchen | Director | A-Award | A | Common Stock | 4,136 | 0.00 | — | 18,717 | — | ↗ |
| 2023-06-01 | Romine Warren N | Director | A-Award | A | Common Stock | 4,136 | 0.00 | — | 6,965 | — | ↗ |
| 2023-06-01 | Kasparian Michael | Officer | M-Exempt | A | Common Stock | 2,298 | 0.00 | — | 12,895 | — | ↗ |
| 2023-06-01 | Galford Robert | Director | A-Award | A | Common Stock | 4,136 | 0.00 | — | 33,489 | — | ↗ |
| 2023-06-01 | Friscia Anthony J | Director | A-Award | A | Common Stock | 4,136 | 0.00 | — | 19,201 | — | ↗ |
| 2023-06-01 | Boyce David | Director | A-Award | A | Common Stock | 4,136 | 0.00 | — | 13,625 | — | ↗ |
| 2023-06-01 | BRADFORD NEIL | Director | F-InKind | D | Common Stock | 57 | 29.01 | 1.7K | 20,660 | — | ↗ |
| 2023-05-16 | Friscia Anthony J | Director | S-Sale | D | Common Stock | 1,850 | 25.54 | 47.3K | 15,065 | — | ↗ |
| 2023-05-01 | Le Roy Sarah | Officer | F-InKind | D | Common Stock | 665 | 31.01 | 20.6K | 1,603 | — | ↗ |
| 2023-04-01 | Macbeth Shirley | Officer | M-Exempt | A | Common Stock | 2,676 | 0.00 | — | 8,519 | — | ↗ |
| 2023-03-07 | Peltzman Steven P. | Officer | S-Sale | D | Common Stock | 2,206 | 33.95 | 74.9K | 15,091 | — | ↗ |
| 2023-03-03 | Kasparian Michael | Officer | A-Award | A | Restricted Stock Units | 8,323 | 0.00 | — | 8,323 | — | ↗ |
| 2023-03-03 | Chouinard Scott | Officer | S-Sale | D | Common Stock | 200 | 34.00 | 6.8K | 4,606 | — | ↗ |
| 2023-03-01 | Swan Nathaniel | Officer | A-Award | A | Non-Qualified Stock Option (Right to Buy) | 30,266 | 33.04 | 1,000.0K | 30,266 | — | ↗ |
| 2023-03-01 | Peltzman Steven P. | Officer | A-Award | A | Restricted Stock Units | 8,323 | 0.00 | — | 8,323 | — | ↗ |
| 2023-03-01 | Macbeth Shirley | Officer | A-Award | A | Non-Qualified Stock Options (Right to Buy) | 15,133 | 33.04 | 500.0K | 15,133 | — | ↗ |
| 2023-03-01 | Leaver Sharyn | Officer | A-Award | A | Non-Qualified Stock Option(Right to Buy) | 22,699 | 33.04 | 750.0K | 22,699 | — | ↗ |
| 2023-03-01 | Le Roy Sarah | Officer | A-Award | A | Restricted Stock Units | 8,323 | 0.00 | — | 8,323 | — | ↗ |
| 2023-03-01 | Kasparian Michael | Officer | F-InKind | D | Common Stock | 510 | 33.04 | 16.9K | 10,597 | — | ↗ |
| 2023-03-01 | Johnson Carrie | Officer | M-Exempt | D | Restricted Stock Units | 2,235 | 0.00 | — | 6,705 | — | ↗ |
| 2023-03-01 | Finn Leo Christian | Officer | M-Exempt | A | Common Stock | 2,484 | 0.00 | — | 6,046 | — | ↗ |
| 2023-03-01 | Darrah Ryan | Officer | F-InKind | D | Common Stock | 388 | 33.04 | 12.8K | 18,890 | — | ↗ |
| 2023-03-01 | Chouinard Scott | Officer | M-Exempt | A | Common Stock | 745 | 0.00 | — | 5,064 | — | ↗ |
| 2023-03-01 | BRADFORD NEIL | Director | F-InKind | D | Common Stock | 57 | 33.04 | 1.9K | 20,717 | — | ↗ |
| 2023-02-13 | Galford Robert | Director | S-Sale | D | Common Stock | 7,500 | 33.14 | 248.6K | 29,353 | — | ↗ |
| 2023-02-01 | Swan Nathaniel | Officer | A-Award | A | Restricted Stock Units | 13,199 | 0.00 | — | 13,199 | — | ↗ |
| 2023-02-01 | Chouinard Scott | Officer | M-Exempt | A | Common Stock | 90 | 0.00 | — | 341 | — | ↗ |
| 2022-12-15 | Lee Alicia | Officer | S-Sale | D | Common Stock | 1,000 | 34.54 | 34.5K | 5,407 | — | ↗ |
| 2022-12-01 | BRADFORD NEIL | Director | F-InKind | D | Common Stock | 57 | 35.65 | 2.0K | 20,774 | — | ↗ |
| 2022-11-21 | Johnson Carrie | Officer | S-Sale | D | Common Stock | 2,000 | 34.75 | 69.5K | 5,088 | — | ↗ |
| 2022-11-10 | Johnson Carrie | Officer | S-Sale | D | Common Stock | 3,253 | 35.85 | 116.6K | 7,088 | — | ↗ |
| 2022-11-01 | Johnson Carrie | Officer | S-Sale | D | Common Stock | 223 | 42.40 | 9.5K | 10,341 | — | ↗ |
| 2022-10-01 | Finn Leo Christian | Officer | M-Exempt | D | Restricted Stock Units | 5,041 | 0.00 | — | 15,120 | — | ↗ |
| 2022-09-01 | BRADFORD NEIL | Director | F-InKind | D | Common Stock | 57 | 41.01 | 2.3K | 20,831 | — | ↗ |
| 2022-08-12 | Hippler Kelley | Officer | M-Exempt | D | Non Qualified Stock Option (Right to Buy) | 8,250 | 0.00 | — | 0 | — | ↗ |
| 2022-08-04 | Hippler Kelley | Officer | M-Exempt | A | Common Stock | 500 | 36.18 | 18.1K | 28,846 | — | ↗ |
| 2022-08-01 | Peltzman Steven P. | Officer | M-Exempt | D | Restricted Stock Units | 1,515 | 0.00 | — | 4,544 | — | ↗ |
| 2022-08-01 | Macbeth Shirley | Officer | F-InKind | D | Common Stock | 444 | 47.53 | 21.1K | 4,865 | — | ↗ |
| 2022-08-01 | Lee Alicia | Officer | F-InKind | D | Common Stock | 967 | 47.53 | 46.0K | 6,159 | — | ↗ |
| 2022-08-01 | Leaver Sharyn | Officer | F-InKind | D | Common Stock | 733 | 47.53 | 34.8K | 5,950 | — | ↗ |
| 2022-08-01 | Kasparian Michael | Officer | F-InKind | D | Common Stock | 556 | 47.53 | 26.4K | 9,491 | — | ↗ |
| 2022-08-01 | Johnson Carrie | Officer | S-Sale | D | Common Stock | 2,178 | 47.53 | 103.5K | 9,553 | — | ↗ |
| 2022-08-01 | Hippler Kelley | Officer | M-Exempt | A | Common Stock | 8,482 | 0.00 | — | 31,419 | — | ↗ |
| 2022-08-01 | Darrah Ryan | Officer | M-Exempt | D | Restricted Stock Units | 1,621 | 0.00 | — | 1,621 | — | ↗ |
| 2022-08-01 | Chouinard Scott | Officer | S-Sale | D | Common Stock | 500 | 47.28 | 23.6K | 2,897 | — | ↗ |
| 2022-06-01 | Wassenaar Yvonne | Director | A-Award | A | Common Stock | 2,306 | 0.00 | — | 15,550 | — | ↗ |
| 2022-06-01 | Teichgraeber Gretchen | Director | A-Award | A | Common Stock | 2,306 | 0.00 | — | 14,581 | — | ↗ |
| 2022-06-01 | Romine Warren N | Director | A-Award | A | Common Stock | 2,306 | 0.00 | — | 2,829 | — | ↗ |
| 2022-06-01 | Kasparian Michael | Officer | F-InKind | D | Common Stock | 674 | 52.03 | 35.1K | 8,149 | — | ↗ |
| 2022-06-01 | Galford Robert | Director | A-Award | A | Common Stock | 2,306 | 0.00 | — | 36,853 | — | ↗ |
| 2022-06-01 | Friscia Anthony J | Director | A-Award | A | Common Stock | 2,306 | 0.00 | — | 16,915 | — | ↗ |
| 2022-06-01 | Boyce David | Director | A-Award | A | Common Stock | 2,306 | 0.00 | — | 9,489 | — | ↗ |
| 2022-06-01 | Birch Jean | Director | A-Award | A | Common Stock | 2,306 | 0.00 | — | 14,538 | — | ↗ |
| 2022-06-01 | BRADFORD NEIL | Director | A-Award | A | Common Stock | 2,306 | 0.00 | — | 20,888 | — | ↗ |
| 2022-05-27 | Lee Alicia | Officer | M-Exempt | A | Common Stock | 1,747 | 38.43 | 67.1K | 5,247 | — | ↗ |
| 2022-05-10 | Boyce David | Director | S-Sale | D | Common Stock | 2,000 | 50.53 | 101.1K | 7,183 | — | ↗ |
| 2022-05-02 | Le Roy Sarah | Officer | A-Award | A | Restricted Stock Units | 9,071 | 0.00 | — | 9,071 | — | ↗ |
| 2022-04-29 | Le Roy Sarah | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-04-20 | Chouinard Scott | Officer | J-Other | D | Common Stock | 250 | 0.00 | — | 3,397 | — | ↗ |
| 2022-04-01 | Romine Warren N | Director | A-Award | A | Common Stock | 523 | 0.00 | — | 523 | — | ↗ |
| 2022-04-01 | Macbeth Shirley | Officer | M-Exempt | A | Common Stock | 2,676 | 0.00 | — | 4,579 | — | ↗ |
| 2022-03-15 | Romine Warren N | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-03-02 | Johnson Carrie | Officer | A-Award | A | Restricted Stock Units | 8,940 | 0.00 | — | 8,940 | — | ↗ |
| 2022-03-01 | Peltzman Steven P. | Officer | A-Award | A | Restricted Stock Units | 5,463 | 0.00 | — | 5,463 | — | ↗ |
| 2022-03-01 | Macbeth Shirley | Officer | A-Award | A | Restricted Stock Units | 5,463 | 0.00 | — | 5,463 | — | ↗ |
| 2022-03-01 | Lee Alicia | Officer | A-Award | A | Restricted Stock Units | 6,457 | 0.00 | — | 6,457 | — | ↗ |
| 2022-03-01 | Leaver Sharyn | Officer | A-Award | A | Restricted Stock Units | 6,457 | 0.00 | — | 6,457 | — | ↗ |
| 2022-03-01 | Kasparian Michael | Officer | M-Exempt | D | Restricted Stock Units | 250 | 0.00 | — | 250 | — | ↗ |
| 2022-03-01 | Hippler Kelley | Officer | A-Award | A | Restricted Stock Units | 10,927 | 0.00 | — | 10,927 | — | ↗ |
| 2022-03-01 | Finn Leo Christian | Officer | A-Award | A | Restricted Stock Units | 9,934 | 0.00 | — | 9,934 | — | ↗ |
| 2022-03-01 | Darrah Ryan | Officer | A-Award | A | Restricted Stock Units | 5,463 | 0.00 | — | 5,463 | — | ↗ |
| 2022-03-01 | Chouinard Scott | Officer | A-Award | A | Restricted Stock Units | 2,980 | 0.00 | — | 2,980 | — | ↗ |
| 2022-03-01 | BRADFORD NEIL | Director | F-InKind | D | Common Stock | 68 | 50.33 | 3.4K | 18,650 | — | ↗ |
| 2022-01-21 | Lee Alicia | Officer | — | D | Common Stock | 0 | 0.00 | — | 3,500 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Carrie Johnson Chief Product Officer | 440.4K | 83.7K | 468.0K | 225.6K | 6.7K | 14.4K | 1.24M | 55.99% | ↗ |
| 2 | 2025 | L. Christian Finn Chief Financial Officer | 435.2K | 82.7K | 468.0K | 225.6K | 6.6K | 14.6K | 1.23M | 56.26% | ↗ |
| 3 | 2025 | Nate Swan Chief Sales Officer | 409.2K | — | 468.0K | 225.6K | — | 16.3K | 1.12M | 61.98% | ↗ |
| 4 | 2025 | Sharyn Leaver Chief Research Officer | 386.5K | 58.5K | 351.0K | 112.8K | 4.7K | 8.6K | 922.1K | 50.30% | ↗ |
| 5 | 2025 | Ryan Darrah Chief Legal Officer and Secretary | 360.2K | 45.5K | 304.2K | 78.9K | 3.6K | 14.0K | 806.4K | 47.51% | ↗ |
| 6 | 2025 | George F. Colony Chairman of the Board and Chief Executive Officer | 472.5K | 162.5K | — | — | 13.0K | 25.3K | 673.3K | 0.00% | ↗ |
| 7 | 2024 | Carrie Johnson Chief Product Officer | 425.1K | 86.1K | 500.0K | — | — | 19.2K | 1.03M | 48.53% | ↗ |
| 8 | 2024 | Nate Swan Chief Sales Officer | 420.6K | 90.7K | 500.0K | — | — | 17.4K | 1.03M | 48.60% | ↗ |
| 9 | 2024 | L. Christian Finn Chief Financial Officer | 420.0K | 85.0K | 500.0K | — | — | 18.8K | 1.02M | 48.83% | ↗ |
| 10 | 2024 | Sharyn Leaver Chief Research Officer | 375.6K | 60.8K | 350.0K | — | — | 14.0K | 800.4K | 43.73% | ↗ |
| 11 | 2024 | George F. Colony Chairman of the Board and Chief Executive Officer | 51.00 | 182.3K | — | — | — | 33.0K | 215.3K | 0.00% | ↗ |
| 12 | 2023 | Nate Swan Chief Sales Officer | 410.9K | 234.4K | 746.8K | 430.9K | 1.0K | 21.3K | 1.85M | 63.83% | ↗ |
| 13 | 2023 | Carrie Johnson Chief Product Officer | 425.3K | 127.5K | 746.9K | 430.9K | — | 17.8K | 1.75M | 67.36% | ↗ |
| 14 | 2023 | L. Christian Finn Chief Financial Officer | 420.3K | 126.0K | 746.9K | 430.9K | — | 19.9K | 1.74M | 67.54% | ↗ |
| 15 | 2023 | Sharyn Leaver Chief Research Officer | 375.6K | 90.0K | 485.4K | 323.2K | — | 8.7K | 1.28M | 63.03% | ↗ |
| 16 | 2023 | George F. Colony Chairman of the Board and Chief Executive Officer | 208.0K | — | — | — | — | 36.9K | 244.9K | 0.00% | ↗ |
| 17 | 2022 | L. Christian Finn Chief Financial Officer | 420.1K | — | 500.0K | — | 145.7K | 11.3K | 1.08M | 46.42% | ↗ |
| 18 | 2022 | Carrie Johnson Chief Product Officer | 428.8K | — | 450.0K | — | 175.3K | 11.8K | 1.07M | 42.22% | ↗ |
| 19 | 2022 | Kelley Hippler Chief Sales Officer | 304.9K | — | 550.0K | — | — | 6.7K | 994.2K | 55.32% | ↗ |
| 20 | 2022 | George F. Colony Chairman of the Board and Chief Executive Officer | 597.9K | — | — | — | 371.3K | 23.5K | 992.6K | 0.00% | ↗ |
| 21 | 2022 | Sarah Le Roy Chief People Officer | 248.2K | 100.0K | 500.0K | — | — | 1.4K | 920.8K | 54.30% | ↗ |
| 22 | 2022 | Sharyn Leaver Chief Research Officer | 374.6K | — | 325.0K | — | 123.8K | 10.4K | 833.7K | 38.98% | ↗ |
| 23 | 2021 | George F. Colony Chairman of the Board and Chief Executive Officer | 461.9K | 150.0K | — | — | 922.5K | 17.8K | 1.55M | 0.00% | ↗ |
| 24 | 2021 | L. Christian Finn Chief Financial Officer | 110.4K | 200.0K | 1,000.0K | — | 229.5K | 446.00 | 1.54M | 64.92% | ↗ |
| 25 | 2021 | Kelley Hippler Chief Sales Officer | 349.6K | 50.0K | 500.0K | — | — | 10.4K | 1.46M | 34.35% | ↗ |
| 26 | 2021 | Carrie Johnson Chief Research Officer | 387.4K | 50.0K | 400.0K | — | 445.5K | 9.8K | 1.29M | 30.94% | ↗ |
| 27 | 2021 | Carrie Johnson Chief Product Officer | 387.4K | 50.0K | 400.0K | — | — | 9.8K | 1.29M | 30.94% | ↗ |
| 28 | 2021 | Ryan Darrah Chief Legal Officer and Secretary | 317.4K | 50.0K | 275.0K | — | 274.5K | 11.5K | 928.4K | 29.62% | ↗ |
| 29 | 2021 | Michael A. Doyle Former Chief Financial Officer | 256.3K | — | — | — | — | 587.2K | 843.4K | 0.00% | ↗ |
| 30 | 2021 | Scott Chouinard Chief Accounting Officer and Treasurer | 322.2K | 300.0K | — | — | 114.5K | 10.4K | 747.0K | 0.00% | ↗ |
| 31 | 2020 | Kelley Hippler Chief Sales Officer | 340.1K | 56.0K | 400.0K | — | — | 12.6K | 988.6K | 40.46% | ↗ |
| 32 | 2020 | Michael A. Doyle Chief Financial Officer | 410.7K | 127.5K | 325.0K | — | — | 13.3K | 876.5K | 37.08% | ↗ |
| 33 | 2020 | Michael A. Doyle Former Chief Financial Officer | 410.7K | 127.5K | 325.0K | — | — | 13.3K | 876.5K | 37.08% | ↗ |
| 34 | 2020 | Carrie Johnson Chief Research Officer | 371.4K | 120.0K | 350.0K | — | — | 12.1K | 853.4K | 41.01% | ↗ |
| 35 | 2020 | Steven Peltzman | 357.5K | 81.0K | 275.0K | — | — | 10.2K | 723.7K | 38.00% | ↗ |
| 36 | 2020 | George F. Colony Chairman of the Board and Chief Executive Officer | 425.0K | 237.5K | — | — | — | 19.3K | 681.8K | 0.00% | ↗ |
| 37 | 2019 | Kelley Hippler Chief Sales Officer | 333.5K | — | 500.0K | — | 275.4K | 18.7K | 1.13M | 44.34% | ↗ |
| 38 | 2019 | Michael A. Doyle Chief Financial Officer | 404.9K | — | 425.0K | — | 159.7K | 13.2K | 1.00M | 42.38% | ↗ |
| 39 | 2019 | Mack Brothers Chief Product Officer | 373.8K | — | 400.0K | — | 152.2K | 11.5K | 937.4K | 42.67% | ↗ |
| 40 | 2019 | Carrie Johnson Chief Research Officer | 353.0K | — | 375.0K | — | 132.4K | 9.1K | 869.5K | 43.12% | ↗ |
| 41 | 2019 | Carrie Johnson | 353.0K | — | 375.0K | — | 132.4K | 9.1K | 869.5K | 43.12% | ↗ |
| 42 | 2019 | George F. Colony Chairman of the Board and Chief Executive Officer | 421.3K | — | — | — | 273.8K | 17.6K | 712.7K | 0.00% | ↗ |
| 43 | 2018 | Kelley Hippler Chief Sales Officer | 306.8K | — | 359.4K | — | 278.2K | 15.1K | 959.5K | 37.46% | ↗ |
| 44 | 2018 | Michael A. Doyle Chief Financial Officer | 395.1K | — | 359.4K | — | 184.7K | 13.0K | 952.2K | 37.74% | ↗ |
| 45 | 2018 | Mack Brothers Chief Product Officer | 334.8K | — | 335.4K | — | 172.3K | 9.9K | 852.4K | 39.35% | ↗ |
| 46 | 2018 | George F. Colony Chairman of the Board and Chief Executive Officer | 407.5K | — | — | — | 426.0K | 17.4K | 850.9K | 0.00% | ↗ |
| 47 | 2018 | Steven Peltzman | 347.7K | — | 263.5K | — | 116.6K | 9.3K | 737.1K | 35.75% | ↗ |
| 48 | 2017 | Michael A. Doyle Chief Financial Officer | 382.5K | — | 358.0K | — | 189.1K | 12.9K | 942.5K | 37.99% | ↗ |
| 49 | 2017 | Michael A. Doyle Chief Financial Officer and Treasurer | 382.5K | — | 358.0K | — | 189.1K | 12.9K | 942.5K | 37.99% | ↗ |
| 50 | 2017 | Cliff Condon Chief Research and Product Officer | 382.5K | — | 358.0K | — | 189.1K | 9.8K | 939.4K | 38.11% | ↗ |
| 51 | 2017 | Mack Brothers Chief Product Officer | 326.5K | — | 358.0K | — | 172.1K | 9.8K | 866.4K | 41.32% | ↗ |
| 52 | 2017 | Mack Brothers Chief Consulting Officer | 326.5K | — | 358.0K | — | 172.1K | 9.8K | 866.4K | 41.32% | ↗ |
| 53 | 2017 | Kelley Hippler Chief Sales Officer | 261.3K | — | 334.2K | — | 160.3K | 4.5K | 760.4K | 43.95% | ↗ |
| 54 | 2017 | George F. Colony Chairman of the Board and Chief Executive Officer | 400.0K | — | — | — | 340.0K | 12.9K | 752.9K | 0.00% | ↗ |
| 55 | 2016 | Cliff Condon Chief Research and Product Officer | 380.0K | — | 372.8K | — | 198.0K | 9.6K | 960.4K | 38.82% | ↗ |
| 56 | 2016 | Michael A. Doyle Chief Financial Officer and Treasurer | 380.0K | — | 358.5K | — | 198.0K | 12.7K | 949.2K | 37.77% | ↗ |
| 57 | 2016 | Michael A. Doyle Chief Financial Officer | 380.0K | — | 358.5K | — | 198.0K | 12.7K | 949.2K | 37.77% | ↗ |
| 58 | 2016 | Michael Morhardt Chief Sales Officer | 315.0K | — | 358.5K | — | 263.4K | 9.6K | 946.4K | 37.88% | ↗ |
| 59 | 2016 | Mack Brothers Chief Consulting Officer | 216.7K | 25.0K | 435.7K | 125.0K | 120.0K | 6.5K | 928.8K | 60.36% | ↗ |
| 60 | 2016 | Mack Brothers Chief Product Officer | 216.7K | 25.0K | 435.7K | 125.0K | 120.0K | 6.5K | 928.8K | 60.36% | ↗ |
| 61 | 2016 | George F. Colony Chairman of the Board and Chief Executive Officer | 400.0K | — | — | — | 360.0K | 12.7K | 772.7K | 0.00% | ↗ |
| 62 | 2015 | Dennis van Lingen Former Chief Product Officer | 314.1K | — | 157.4K | 90.0K | 80.0K | 428.5K | 1.07M | 23.12% | ↗ |
| 63 | 2015 | Cliff Condon Chief Research and Product Officer | 331.0K | — | 380.5K | 135.0K | 147.0K | 9.5K | 1.00M | 51.39% | ↗ |
| 64 | 2015 | Michael Morhardt Chief Sales Officer | 315.0K | — | 236.0K | 135.0K | 237.9K | 9.5K | 933.4K | 39.75% | ↗ |
| 65 | 2015 | Michael A. Doyle Chief Financial Officer and Treasurer | 370.0K | — | 236.0K | 135.0K | 180.0K | 11.0K | 932.1K | 39.81% | ↗ |
| 66 | 2015 | George F. Colony Chairman of the Board and Chief Executive Officer | 375.0K | — | — | — | 337.5K | 12.7K | 725.2K | 0.00% | ↗ |
| 67 | 2015 | Gail S. Mann Chief Legal Officer and Secretary | 305.0K | — | 157.4K | 90.0K | 135.0K | 12.4K | 699.7K | 35.35% | ↗ |
| 68 | 2014 | Michael Morhardt Chief Sales Officer | 300.0K | 40.0K | 245.6K | 153.4K | 200.4K | 9.3K | 948.7K | 42.06% | ↗ |
| 69 | 2014 | Michael Morhardt Chief Sales Officer | 300.0K | 40.0K | 245.6K | 153.4K | 200.4K | 9.3K | 948.7K | 42.06% | ↗ |
| 70 | 2014 | Michael A. Doyle Chief Financial Officer and Treasurer | 361.1K | 76.0K | 276.3K | 172.6K | — | 10.9K | 896.9K | 50.05% | ↗ |
| 71 | 2014 | Dennis van Lingen Former Chief Product Officer | 348.9K | 59.8K | 214.9K | 134.3K | — | 27.7K | 785.6K | 44.44% | ↗ |
| 72 | 2014 | Lucia Luce Quinn | 325.0K | 36.4K | 214.9K | 134.3K | — | 12.6K | 723.1K | 48.29% | ↗ |
| 73 | 2014 | Cliff Condon Chief Research and Product Officer | 286.3K | 49.4K | 214.9K | 134.3K | — | 9.2K | 694.2K | 50.30% | ↗ |
| 74 | 2014 | George F. Colony Chairman of the Board and Chief Executive Officer | 367.5K | 147.0K | — | — | — | 12.6K | 527.1K | 0.00% | ↗ |
| 75 | 2013 | Ellen Daley | 283.5K | — | 145.2K | 116.0K | 121.5K | 252.6K | 918.9K | 28.43% | ↗ |
| 76 | 2013 | Michael A. Doyle Chief Financial Officer and Treasurer | 361.1K | — | 203.3K | 162.5K | 173.9K | 10.9K | 911.6K | 40.12% | ↗ |
| 77 | 2013 | Dennis van Lingen Former Chief Product Officer | 315.0K | — | 116.2K | 190.9K | 135.0K | 26.1K | 783.1K | 39.21% | ↗ |
| 78 | 2013 | Michael Morhardt Chief Sales Officer | 300.0K | — | 185.6K | — | 245.6K | 9.2K | 740.4K | 25.07% | ↗ |
| 79 | 2013 | Michael Morhardt Chief Sales Officer | 300.0K | — | 185.6K | — | 245.6K | 9.2K | 740.4K | 25.07% | ↗ |
| 80 | 2013 | Cliff Condon Chief Research and Product Officer | 237.7K | 10.0K | 101.6K | 179.3K | 96.0K | 8.8K | 633.4K | 44.35% | ↗ |
| 81 | 2013 | George F. Colony Chairman of the Board and Chief Executive Officer | 367.5K | — | — | — | 238.1K | 12.4K | 618.0K | 0.00% | ↗ |
| 82 | 2012 | Gail S. Mann Chief Legal Officer and Secretary | 271.9K | 80.5K | 73.3K | 63.8K | — | 11.4K | 500.9K | 27.37% | ↗ |
| 83 | 2012 | Steven Peltzman Chief Business Technology Officer | 315.0K | — | 73.3K | — | — | 8.2K | 460.3K | 15.92% | ↗ |
| 84 | 2011 | Charles Rutstein Chief Operating Officer and Director | 352.8K | — | 154.2K | 140.2K | 62.9K | 10.4K | 720.4K | 40.86% | ↗ |
| 85 | 2011 | Michael A. Doyle Chief Financial Officer and Treasurer | 330.8K | — | 154.2K | 140.2K | 56.7K | 10.4K | 692.3K | 42.52% | ↗ |
| 86 | 2011 | Dennis van Lingen Managing Director, Marketing Strategy Client Group; Chief Europe, Middle East, Africa Officer | 277.3K | — | 104.6K | 95.2K | 45.2K | 23.4K | 545.6K | 36.61% | ↗ |
| 87 | 2011 | George F. Colony Chairman of the Board and Chief Executive Officer | 367.5K | — | — | — | 88.2K | 10.4K | 466.1K | 0.00% | ↗ |
| 88 | 2010 | Charles Rutstein Chief Operating Officer and Director | 336.0K | — | 139.4K | 136.7K | 176.0K | 11.3K | 799.3K | 34.54% | ↗ |
| 89 | 2010 | Charles Rutstein Chief Operating Officer | 336.0K | — | 139.4K | — | 176.0K | 11.3K | 799.3K | 17.43% | ↗ |
| 90 | 2010 | Michael A. Doyle Chief Financial Officer and Treasurer | 315.0K | — | 139.4K | — | 170.2K | 8.9K | 770.2K | 18.09% | ↗ |
| 91 | 2010 | Michael A. Doyle Chief Financial Officer and Treasurer | 315.0K | — | 139.4K | 136.7K | 170.2K | 8.9K | 770.2K | 35.84% | ↗ |
| 92 | 2010 | Gregory Nelson Chief Sales Officer | 210.0K | — | 109.5K | — | 297.3K | 12.9K | 737.1K | 14.85% | ↗ |
| 93 | 2010 | Dennis van Lingen Managing Director, Marketing Strategy Client Group; Chief Europe, Middle East, Africa Officer | 250.0K | — | 99.6K | 97.6K | 159.6K | 23.1K | 629.9K | 31.31% | ↗ |
| 94 | 2010 | Dennis van Lingen Managing Director, Marketing Strategy Client Group; Chief Europe, Middle East, Africa Officer | 250.0K | — | 99.6K | — | 159.6K | 23.1K | 629.9K | 15.80% | ↗ |
| 95 | 2010 | George F. Colony Chairman of the Board and Chief Executive Officer | 350.0K | — | — | — | 232.1K | 10.4K | 592.4K | 0.00% | ↗ |
| 96 | 2010 | George F. Colony Chairman of the Board and Chief Executive Officer | 350.0K | — | — | — | 232.1K | 10.4K | 592.4K | 0.00% | ↗ |
| 97 | 2009 | Charles Rutstein Chief Operating Officer and Director | 290.0K | — | 126.3K | 129.0K | 97.3K | 11.1K | 653.6K | 39.06% | ↗ |
| 98 | 2009 | Charles Rutstein Chief Operating Officer | 290.0K | — | 126.3K | — | 97.3K | 11.1K | 653.6K | 19.31% | ↗ |
| 99 | 2009 | Dennis van Lingen Managing Director, Marketing Strategy Client Group; Chief Europe, Middle East, Africa Officer | 253.8K | — | 105.2K | — | 97.3K | 26.2K | 590.0K | 17.83% | ↗ |
| 100 | 2009 | Dennis van Lingen Managing Director, Marketing Strategy Client Group; Chief Europe, Middle East, Africa Officer | 253.8K | — | 105.2K | 107.5K | 97.3K | 26.2K | 590.0K | 36.06% | ↗ |
| 101 | 2009 | Michael A. Doyle Chief Financial Officer and Treasurer | 308.0K | — | 84.2K | 86.0K | 78.8K | 8.9K | 565.9K | 30.08% | ↗ |
| 102 | 2009 | Michael A. Doyle Chief Financial Officer and Treasurer | 308.0K | — | 84.2K | — | 78.8K | 8.9K | 565.9K | 14.88% | ↗ |
| 103 | 2009 | George F. Colony Chairman of the Board and Chief Executive Officer | 320.0K | — | — | — | 145.5K | 10.4K | 475.9K | 0.00% | ↗ |
| 104 | 2009 | George F. Colony Chairman of the Board and Chief Executive Officer | 320.0K | — | — | — | 145.5K | 10.4K | 475.9K | 0.00% | ↗ |
| 105 | 2009 | Julie Meringer Managing Director, Information Technology Client Group | — | — | — | — | — | — | — | — | ↗ |
| 106 | 2009 | Dennis van Lingen Managing Director, Marketing Strategy Client Group; Chief Europe, | — | — | — | — | — | — | — | — | ↗ |
| 107 | 2008 | Charles Rutstein Chief Operating Officer | 290.0K | — | — | — | 111.2K | 8.4K | 642.1K | 0.00% | ↗ |
| 108 | 2008 | Dennis van Lingen Managing Director, Marketing Strategy Client Group; Chief Europe, Middle East, Africa Officer | 267.6K | — | — | — | 94.3K | 28.7K | 545.6K | 0.00% | ↗ |
| 109 | 2008 | George F. Colony Chairman of the Board and Chief Executive Officer | 310.0K | — | — | — | 142.5K | 6.1K | 458.6K | 0.00% | ↗ |
| 110 | 2008 | Michael A. Doyle Chief Financial Officer and Treasurer | 304.0K | 37.5K | — | — | 83.3K | 8.4K | 433.3K | 0.00% | ↗ |
| 111 | 2008 | Dennis van Lingen Managing Director, Marketing Strategy Client Group; Chief Europe, Middle East, Africa (EMEA) Officer | — | — | — | — | — | — | — | — | ↗ |
| 112 | 2008 | Julie Meringer Managing Director, Information Technology Client Group | — | — | — | — | — | — | — | — | ↗ |
| 113 | 2008 | Dennis van Lingen Managing Director, Marketing Strategy Client Group; Chief Europe, | — | — | — | — | — | — | — | — | ↗ |
| 114 | 2007 | Michael A. Doyle Chief Financial Officer and Treasurer | — | — | — | — | — | — | — | — | ↗ |
| 115 | 2007 | George F. Colony Chairman of the Board and Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 116 | 2007 | Julie Meringer Managing Director, Information Technology Client Group | — | — | — | — | — | — | — | — | ↗ |
| 117 | 2007 | Dennis van Lingen Managing Director, Marketing Strategy Client Group; Chief Europe, | — | — | — | — | — | — | — | — | ↗ |
| 118 | 2007 | Dennis van Lingen Managing Director, Marketing Strategy Client Group; Chief Europe, Middle East, Africa (EMEA) Officer | — | — | — | — | — | — | — | — | ↗ |
| 119 | 2007 | Charles Rutstein Chief Operating Officer | — | — | — | — | — | — | — | — | ↗ |
| 120 | 2007 | Michael A. Doyle | — | — | — | — | — | — | — | — | ↗ |
| 121 | 2007 | Dennis van Lingen | — | — | — | — | — | — | — | — | ↗ |
| 122 | 2007 | Julie Meringer | — | — | — | — | — | — | — | — | ↗ |
| 123 | 2006 | Daniel Mahoney Former Vice President, Research | 243.9K | — | — | — | 93.1K | 7.0K | 501.8K | 0.00% | ↗ |
| 124 | 2006 | Brian E. Kardon Chief Marketing and Strategy Officer | 203.0K | — | — | — | 75.7K | 13.5K | 446.2K | 0.00% | ↗ |
| 125 | 2006 | Charles Rutstein Chief Operating Officer | — | — | — | — | — | — | — | — | ↗ |
| 126 | 2006 | George F. Colony Chairman of the Board and Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 127 | 2005 | Neil Bradford President, Americas | 250.0K | 188.9K | — | — | — | 6.3K | 445.2K | 0.00% | ↗ |
| 128 | 2005 | George F. Colony Chairman of the Board and Chief Executive Officer | 300.0K | 103.8K | — | — | — | 2.8K | 406.6K | 0.00% | ↗ |
| 129 | 2005 | Charles Chang President, Asia Pacific | 250.0K | 152.8K | — | — | — | — | 402.8K | 0.00% | ↗ |
| 130 | 2005 | Robert W. Davidson President, EMEA | 249.8K | 37.4K | — | — | — | 52.6K | 339.9K | 0.00% | ↗ |
| 131 | 2005 | Brian E. Kardon Chief Marketing and Strategy Officer | 212.5K | 87.5K | — | — | — | 6.3K | 306.3K | 0.00% | ↗ |
| 132 | 2004 | George F. Colony Chairman of the Board and Chief Executive Officer | 287.5K | 90.0K | — | — | — | 4.1K | 381.6K | 0.00% | ↗ |
| 133 | 2004 | Robert W. Davidson President, EMEA | 246.3K | 84.1K | — | — | — | 35.9K | 366.4K | 0.00% | ↗ |
| 134 | 2004 | Robert W. Davidson, President EMEA | 246.3K | 84.1K | — | — | — | 35.9K | 366.4K | 0.00% | ↗ |
| 135 | 2004 | Neil Bradford President, Americas | 242.5K | 85.3K | — | — | — | 6.5K | 334.3K | 0.00% | ↗ |
| 136 | 2004 | Brian E. Kardon Chief Marketing and Strategy Officer | 208.5K | 61.2K | — | — | — | 6.5K | 276.2K | 0.00% | ↗ |
| 137 | 2004 | Timothy M. Riley Chief People Officer | 218.4K | 50.6K | — | — | — | 6.5K | 275.5K | 0.00% | ↗ |
| 138 | 2004 | Charles Chang President, Asia Pacific | 71.0K | 37.5K | — | — | — | — | 108.5K | 0.00% | ↗ |
| 139 | 2003 | George F. Colony Chairman of the Board and Chief Executive Officer | 250.0K | 160.3K | — | — | — | 2.6K | 412.9K | 0.00% | ↗ |
| 140 | 2003 | Robert W. Davidson President, EMEA | 224.8K | 94.0K | — | — | — | 12.9K | 331.7K | 0.00% | ↗ |
| 141 | 2003 | Robert W. Davidson, President EMEA | 224.8K | 94.0K | — | — | — | 12.9K | 331.7K | 0.00% | ↗ |
| 142 | 2003 | Timothy M. Riley Chief People Officer | 212.1K | 105.2K | — | — | — | 6.0K | 323.3K | 0.00% | ↗ |
| 143 | 2003 | Neil Bradford President, Americas | 208.3K | 111.3K | — | — | — | 2.8K | 322.5K | 0.00% | ↗ |
| 144 | 2003 | Brian E. Kardon Chief Marketing and Strategy Officer | 202.0K | 113.0K | — | — | — | 6.0K | 321.0K | 0.00% | ↗ |
| 145 | 2002 | George F. Colony Chairman of the Board and Chief Executive Officer | 241.7K | 82.6K | — | — | — | 2.4K | 326.7K | 0.00% | ↗ |
| 146 | 2002 | Timothy M. Riley Chief People Officer | 206.5K | 46.8K | — | — | — | 5.5K | 258.8K | 0.00% | ↗ |
| 147 | 2002 | Robert W. Davidson, President EMEA | 212.4K | 32.6K | — | — | — | 11.9K | 256.9K | 0.00% | ↗ |
| 148 | 2002 | Neil Bradford President, Americas | 200.0K | 40.9K | — | — | — | 1.8K | 242.6K | 0.00% | ↗ |
| 149 | 2002 | Brian E. Kardon Chief Marketing and Strategy Officer | — | — | — | — | — | — | — | — | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Scott R. Chouinard | Chief Accounting Officer & Treasurer | 747.0K | male |
| George F. Colony | Founder, Chairman, Chief Executive Officer & President | 673.3K | male |
| Carrie Johnson Fanlo | Chief Product Officer | 545.2K | female |
| Jobina Gonsalves | Chief People Officer | 541.9K | female |
| L. Christian Finn | Chief Financial Officer | 539.1K | male |
| Christophe Favre | Chief Sales Officer | 528.7K | male |
| Sharyn Leaver | Chief Research Officer | 458.3K | female |
| Ryan D. Darrah | Chief Legal Officer & Secretary | 423.3K | male |
| Corinne Munchbach | Advisor & Independent Director | 38.8K | female |
| Michael Facemire | Chief Technology Officer | — | male |
| Russell Sweeney | Investor Relations | — | male |
| Andrew Cox | Chief Marketing Officer | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for FORR
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.

MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
