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Forrester Research, Inc. (FORR)

USD10.39 +0.08 (+0.78%)
US NASDAQ Industrials Consulting Services
Address 60 Acorn Park Drive 2140
Cambridge, MA, US
CEO George F. Colony
IPO 1996-11-27
CIK 1023313 ISIN US3465631097

Explore sections of this company profile

Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
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
Averages
Trend
Price
Levels
Draw
USD10.39 +0.08 (+0.78%)
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Volume Profile
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Liquidity & share structure
Average Volume
113.3K
Beta
1.02
Float Shares
11.48M
Free Float %
59.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.34% +10.21% +26.14% +2.58% -19.87% -21.55% -39.10% -75.53% -85.09% -82.27% -42.09%
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
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (4 ratings, all time) Hold
Price Targets & DCF
Current price
10.39
DCF (Unlevered) 26.66 +156.6%
DCF (Levered) 21.70 +108.9%

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) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 1 -1
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
1.26
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.99) × ERP
WACC = 65% × Ke + 36% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 26.66 Current price: 10.39
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
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
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
6.80M
OE per share TTM
0.36
Owner's Yield
5.19%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
15.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
15
Total invested
548.9K
Insider transactions (90d)
0
Beneficial owners (>5%)
26
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
15
-92 vs prev Q
New positions
3
Closed positions
94
Increased
9
Reduced
3
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 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 27 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
0.63
Neutral
Ratio by volume
3.00
Bullish
Buys
15
Sells
24
Shares acquired
293.4K
Shares disposed
92.4K
Cash buys
Cash sales
Net activity
+200,977
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
2026-04-15 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

Top executives
EBIT / Employee
1.3K
Shares Outstanding
19.18M

Executive compensation

Executive compensation (annual)
# 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
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-31 DEFA14A
2026-03-31 DEF 14A
2025-04-01 DEFA14A
2025-04-01 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-08 10-Q
2026-05-06 8-K
2026-04-29 4
2026-04-17 4
2026-04-02 4
2026-04-02 4
2026-04-02 4
2026-04-02 4
2026-04-02 4
2026-04-02 4

Executive team

NameTitleCompensationGender
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
ESG Rating
B+
CONSULTING SERVICES
2018
E (Environmental)
62.7 / 64.8
Company / Sector avg.
S (Social)
68.1 / 63.5
Company / Sector avg.
G (Governance)
77.8 / 69.3
Company / Sector avg.
ESG Total
69.5 / 65.9
Company / Sector avg.
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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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits