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Shift4 Payments, Inc. (FOUR)

USD49.15 -0.08 (-0.16%)
US NYSE Technology Software - Infrastructure
Address 2202 North Irving Street 18109
Allentown, PA, US
CEO David Taylor Lauber
Website shift4.com
IPO 2020-06-05
CIK 1794669 ISIN US82452J1097

Explore sections of this company profile

Description

Shift4 Payments, Inc. delivers comprehensive integrated payment processing and technology solutions across the United States. The company facilitates omni-channel card acceptance and processing, encompassing traditional credit and debit cards, contactless payments, EMV, QR Pay, mobile wallets, and various alternative payment methods. Their offerings include a proprietary omni-channel gateway, merchant acquiring services, and both integrated and mobile point-of-sale (POS) systems. Key features also comprise robust security solutions like tokenization and fraud prevention, alongside risk and chargeback management. Furthermore, they provide insightful reporting and analytical tools, web-store development services (including design, hosting, shopping cart management, and fulfillment integration), and gift card solutions. Shift4's specialized platforms cater to diverse business needs. VenueNext empowers stadium and entertainment venues with mobile ordering, countertop POS, self-service kiosks, and digital wallet functionality to manage food, merchandise, and loyalty programs. Shift4Shop provides full-suite e-commerce solutions, featuring website builders, shopping carts, product catalogs, order management, marketing tools, search engine optimization, and secure hosting. Additionally, Lighthouse serves as a cloud-based business intelligence tool offering customer engagement, social media management, online reputation monitoring, scheduling, and pricing insights, while SkyTab provides integrated hybrid-cloud POS and mobile payment solutions. The company also supports seamless integrations with third-party applications via its marketplace technology. Beyond these products, Shift4 offers extensive merchant support services, covering underwriting, onboarding, activation, training, risk management, and ongoing assistance. They also provide software integration, compliance management, and comprehensive partner support. Established in 1999, Shift4 Payments is headquartered in Allentown, Pennsylvania.

News Sentiment (7d)
80 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary 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
USD49.15 -0.08 (-0.16%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.42
Float Shares
53.15M
Free Float %
65.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.66% -11.77% -10.31% -25.87% -43.56% -35.24% -55.72% -36.64% -47.75% +21.59% +21.59%
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 (29 ratings, all time) Buy
Price Targets & DCF
Current price
49.15
Low 50.00 +1.7%
Consensus 70.64 +43.7%
Median 68.50 +39.4%
High 101.00 +105.5%
DCF (Unlevered) 293.77 +497.7%
DCF (Levered) 330.05 +571.5%

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) 46% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 9 -3
Hold 13 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 3
50.00
+1.7%
Last Quarter 8
63.38
+29.0%
Last Year 27
84.59
+72.1%
All Time 57
86.21
+75.4%
Quality scores
Altman Z-Score
0.93
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Software - Infrastructure: +13.7%
    +25.5% Q1'26: +32.1% (vs Q1'25)
  • EPS growth Software - Infrastructure: +28.7%
    -64.4% Q1'26: -106.8% (vs Q1'25)
  • FCF margin FCF growth · Software - Infrastructure: +32.2%
    +8.9% Q1'26: +8.6% (vs Q1'25)
  • EBIT margin Software - Infrastructure: +8.8%
    +9.2% Q1'26: +4.7% (vs Q1'25)
  • ROIC Software - Infrastructure: +6.6%
    +5.2% Q1'26: +2.5% (vs Q1'25)
  • Share dilution Software - Infrastructure: +0.0%
    -2.8% Q1'26: -18.8% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Infrastructure: -1.06×
    5.65× Q1'26: 6.09× (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 (1.44) × ERP
WACC = 47% × Ke + 53% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 288.28 Current price: 49.15
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 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
14 Rev. Ana.
21 EPS Ana.
Dec 2027
10 Rev. Ana.
15 EPS Ana.
Dec 2028
3 Rev. Ana.
4 EPS Ana.
Dec 2029
2 Rev. Ana.
2 EPS Ana.
Revenue
2.56B
est: 2.62B (-2.0%)
3.33B
est: 3.47B (-4.0%)
4.18B
est: 4.45B (-6.1%)
5.11B
4.92B – 5.25B
+14.8% YoY
2.86B
2.75B – 3.09B
-44.1% YoY
6.93B
6.19B – 7.68B
+142.4% YoY
3.70B
3.47B – 4.02B
-46.6% YoY
EBITDA
366.20M
est: 229.68M (+59.4%)
356.80M
est: 1.09B (-67.3%)
817.00M
est: 1.40B (-41.7%)
1.61B
1.55B – 1.65B
+14.8% YoY
900.25M
865.62M – 972.65M
-44.1% YoY
2.18B
1.95B – 2.42B
+142.4% YoY
1.16B
1.09B – 1.27B
-46.6% YoY
EBIT
151.60M
est: 2.72M (+5,471.9%)
60.20M
est: 647.75M (-90.7%)
385.00M
est: 831.79M (-53.7%)
954.88M
919.48M – 980.32M
+14.8% YoY
534.23M
513.68M – 577.19M
-44.1% YoY
1.30B
1.16B – 1.44B
+142.4% YoY
691.32M
647.59M – 751.50M
-46.6% YoY
Net Income
86.20M
est: 260.84M (-67.0%)
229.60M
est: 328.69M (-30.1%)
119.00M
est: 80.95M (+47.0%)
497.64M
479.87M – 512.38M
+514.7% YoY
593.33M
533.73M – 664.49M
+19.2% YoY
715.75M
538.82M – 892.67M
+20.6% YoY
750.77M
689.04M – 835.73M
+4.9% YoY
SGA
377.50M
est: 476.37M (-20.8%)
522.60M
est: 588.10M (-11.1%)
801.00M
est: 755.19M (+6.1%)
866.94M
834.81M – 890.05M
+14.8% YoY
485.03M
466.38M – 524.04M
-44.1% YoY
1.18B
1.05B – 1.30B
+142.4% YoY
627.66M
587.96M – 682.29M
-46.6% YoY
EPS
1.45
est: 2.85 (-49.1%)
3.36
est: 3.70 (-9.1%)
1.15
est: 0.90 (+28.3%)
5.59
5.39 – 5.76
+524.2% YoY
6.67
6.00 – 7.47
+19.2% YoY
8.15
6.06 – 10.04
+22.2% YoY
8.44
7.75 – 9.40
+3.6% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-07 BTIG Buy Buy Maintain
2026-04-21 Evercore ISI Group In Line In Line Maintain
2026-04-16 Seaport Global Buy Neutral Downgrade
2026-04-15 Wolfe Research Outperform Peer Perform Downgrade
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 B 3/5 4/5 3/5 3/5 1/5 2/5 3/5
2026-05-06 B 3/5 4/5 3/5 3/5 1/5 2/5 3/5
2026-05-05 B 3/5 4/5 3/5 3/5 1/5 2/5 3/5
2026-05-04 B 3/5 4/5 3/5 3/5 1/5 2/5 3/5
2026-05-01 B 3/5 4/5 3/5 3/5 1/5 2/5 3/5
2026-04-30 B 3/5 4/5 3/5 3/5 1/5 2/5 3/5
2026-04-29 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-04-28 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-04-27 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-04-24 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-04-23 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-04-22 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-04-21 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-04-20 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-04-17 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-04-16 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-04-15 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
676.88M
OE per share TTM
8.46
Owner's Yield
14.90%
Maintenance CapEx ratio
390.26%
Maint CapEx / Avg PPE
6.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
75
Total invested
247.91M
Insider transactions (90d)
0
Beneficial owners (>5%)
35
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 2 30.45M 43.40% 30.45M 30.45M IN 2021-02-16
2 Jared Isaacman 30.36M 37.08% 30.36M 30.36M IN United States 2022-02-14
3 Rook Holdings Inc. 30.19M 36.90% 30.19M 30.19M CO Delaware 2022-02-14
4 Macquarie Bank Limited 6.28M 13.29% CO State of Delaware 2021-11-10
5 Macquarie Group Limited 6.28M 13.29% HC State of Delaware 2021-11-10
6 Macquarie Investment Management Business Trust 6.13M 12.97% 6.13M 6.13M IA State of Delaware 2021-11-10
7 Macquarie Management Holdings Inc 6.13M 12.97% 6.13M 6.13M HC State of Delaware 2021-11-10
8 Wellington Group Holdings LLP 6.00M 11.61% 5.24M HC Delaware 2022-02-10
9 Wellington Investment Advisors Holdings LLP 6.00M 11.61% 5.24M HC Delaware 2022-02-10
10 Wellington Management Group LLP 6.00M 11.61% 5.24M HC Massachusetts 2022-02-10
11 Wasatch Advisors LP 87-0319391 5.88M 9.00% 5.88M 5.88M IA 2024-11-14
12 Wellington Management Company LLP 5.79M 11.19% 5.22M IA Delaware 2022-02-10
13 Searchlight Capital Partners II GP, L.P. 4.80M 10.80% 4.80M 4.80M PN Delaware 2021-02-12
14 Searchlight II GWN, L.P. 4.80M 10.80% 4.80M 4.80M PN Delaware 2021-02-12
15 (1) BlackRock, Inc. 3.55M 6.90% 3.42M 3.55M HC Delaware 2022-02-08
16 Ameriprise Financial, Inc. 3.26M 6.33% 3.08M 3.26M HC 2022-02-14
17 The Vanguard Group - 23-1945930 3.16M 8.23% 14.7K 3.12M 40.4K IA Pennsylvania For 2021-02-10
18 Durable Capital Partners LP 2.97M 5.60% 2.97M 2.97M IA, PN Delaware 2022-04-14
19 Durable Capital Associates LLC 2.94M 7.70% 2.94M 2.94M HC, OO Delaware 2021-02-12
20 Henry Ellenbogen 2.94M 7.70% 2.94M 2.94M HC, IN United States Citizen 2021-02-12
21 John S. Clark II 2.90M 5.60% 2.90M 2.90M IN 2022-02-10
22 Southpoint Capital Advisors LLC 2.90M 5.60% 2.90M 2.90M OO 2022-02-10
23 Southpoint Capital Advisors LP 2.90M 5.60% 2.90M 2.90M PN 2022-02-10
24 Southpoint GP, LLC 2.90M 5.60% 2.90M 2.90M OO 2022-02-10
25 Southpoint GP, LP 2.90M 5.60% 2.90M 2.90M PN 2022-02-10
26 Southpoint Master Fund, LP 2.90M 5.60% 2.90M 2.90M PN 2022-02-10
27 Advisors LLC 2.80M 5.40% 2.80M 2.80M OO Cayman Islands 2021-12-17
28 Advisors LP 2.80M 5.40% 2.80M 2.80M PN Cayman Islands 2021-12-17
29 Fund, LP 2.80M 5.40% 2.80M 2.80M PN Cayman Islands 2021-12-17
30 II 2.80M 5.40% 2.80M 2.80M IN Cayman Islands 2021-12-17
31 LLC 2.80M 5.40% 2.80M 2.80M OO Cayman Islands 2021-12-17
32 LP 2.80M 5.40% 2.80M 2.80M PN Cayman Islands 2021-12-17
33 13-4064930 2.68M 5.20% 2.49M 2.66M IA Delaware 2022-02-14
34 Ivy Investment Management Company 151.0K 0.32% 151.0K 151.0K IA State of Delaware 2021-11-10
35 Macquarie Investment Management Global Limited 1.6K 0.00% 1.6K 1.6K IA State of Delaware 2021-11-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
75
-363 vs prev Q
New positions
14
Closed positions
350
Increased
46
Reduced
17
Put/Call ratio
0.00
Calls held
Puts held
197.4K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 82.9K +82.9K (+100.0%) 5.22B +5.2B (+100.0%) 0.12% +0.122 pp 3.10% +3.100 pp USD62.97 +0.0% 1 qtrs NEW
2 WASATCH ADVISORS LP 6.78M +621.8K (+10.1%) 426.87M -49.7M (-10.4%) 10.00% +0.917 pp 2.54% -0.028 pp USD77.30 -18.5% 12 qtrs
3 DURABLE CAPITAL PARTNERS LP 6.61M +980.5K (+17.4%) 416.04M -19.4M (-4.5%) 9.74% +1.446 pp 3.94% +0.710 pp USD65.99 -4.6% 23 qtrs
4 BLACKROCK, INC. 6.39M +80.2K (+1.3%) 402.48M -86.0M (-17.6%) 9.43% +0.118 pp 0.01% -0.002 pp USD96.27 -34.6% 6 qtrs
5 VANGUARD GROUP INC 6.07M -50.6K (-0.8%) 382.23M -91.5M (-19.3%) 8.95% -0.075 pp 0.01% -0.002 pp USD65.33 -3.6% 23 qtrs
6 DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 5.57M +500.0K (+9.9%) 350.85M -41.7M (-10.6%) 8.22% +0.737 pp 14.03% +0.786 pp USD84.68 -25.6% 6 qtrs
7 NEUBERGER BERMAN GROUP LLC 2.70M +352.7K (+15.0%) 169.86M -11.6M (-6.4%) 3.98% +0.520 pp 0.13% -0.006 pp USD75.72 -16.8% 23 qtrs
8 ENSIGN PEAK ADVISORS, INC 2.64M +188.6K (+7.7%) 166.48M -23.6M (-12.4%) 3.90% +0.278 pp 0.29% -0.018 pp USD76.32 -17.5% 17 qtrs
9 UBS GROUP AG 2.08M +90.2K (+4.5%) 130.96M -23.0M (-15.0%) 3.07% +0.133 pp 0.02% -0.003 pp USD94.47 -33.3% 23 qtrs
10 CLEARBRIDGE INVESTMENTS, LLC 2.03M +31.2K (+1.6%) 127.55M -26.8M (-17.4%) 2.99% +0.046 pp 0.10% -0.014 pp USD64.44 -2.3% 23 qtrs
11 STATE STREET CORP 2.02M +12.7K (+0.6%) 127.20M -28.2M (-18.1%) 2.98% +0.019 pp 0.00% -0.001 pp USD89.95 -30.0% 22 qtrs
12 JANUS HENDERSON GROUP PLC 1.75M -74.8K (-4.1%) 109.97M -31.0M (-22.0%) 2.58% -0.110 pp 0.05% -0.015 pp USD69.62 -9.6% 23 qtrs
13 SPYGLASS CAPITAL MANAGEMENT LLC 1.70M +455.7K (+36.7%) 106.92M +10.8M (+11.2%) 2.50% +0.672 pp 5.35% +0.222 pp USD68.57 -8.2% 10 qtrs
14 MARSHALL WACE, LLP 1.66M +816.2K (+97.2%) 104.25M +39.3M (+60.5%) 2.44% +1.204 pp 0.09% +0.029 pp USD70.89 -11.2% 17 qtrs
15 GEODE CAPITAL MANAGEMENT, LLC 1.37M +57.3K (+4.4%) 86.15M -15.3M (-15.1%) 2.02% +0.085 pp 0.01% -0.001 pp USD73.48 -14.3% 22 qtrs
16 FULLER & THALER ASSET MANAGEMENT, INC. 1.22M -128.4K (-9.5%) 76.74M -27.5M (-26.4%) 1.80% -0.189 pp 0.26% -0.095 pp USD88.21 -28.6% 12 qtrs
17 SHAWSPRING PARTNERS LLC 1.15M -102.5K (-8.2%) 72.34M -24.5M (-25.3%) 1.69% -0.151 pp 13.62% -0.779 pp USD69.59 -9.5% 8 qtrs
18 FIL LTD 1.13M -298.0 (0.0%) 71.23M -16.3M (-18.7%) 1.67% 0.000 pp 0.05% -0.016 pp USD87.40 -28.0% 23 qtrs
19 MORGAN STANLEY 1.10M -1.2M (-52.1%) 69.37M -108.7M (-61.0%) 1.62% -1.768 pp 0.00% -0.007 pp USD74.10 -15.0% 23 qtrs
20 RAYMOND JAMES FINANCIAL INC 986.1K -115.9K (-10.5%) 62.95M -22.3M (-26.2%) 1.45% -0.171 pp 0.02% -0.008 pp USD103.37 -39.1% 5 qtrs
21 JENNISON ASSOCIATES LLC 925.2K -1.1M (-55.0%) 58.26M -100.9M (-63.4%) 1.36% -1.668 pp 0.04% -0.058 pp USD68.47 -8.0% 23 qtrs
22 NOMURA ASSET MANAGEMENT CO LTD 902.0K -108.3K (-10.7%) 56.80M -21.4M (-27.4%) 1.33% -0.160 pp 0.14% -0.060 pp USD72.54 -13.2% 12 qtrs
23 BROWN BROTHERS HARRIMAN & CO 892.0K -176.8K (-16.5%) 56.17M -26.6M (-32.1%) 1.32% -0.261 pp 0.31% -0.198 pp USD84.03 -25.1% 17 qtrs
24 BANK OF MONTREAL /CAN/ 872.5K +844.7K (+3,048.9%) 54.94M +52.8M (+2,461.8%) 1.29% +1.246 pp 0.02% +0.018 pp USD63.59 -1.0% 12 qtrs
25 GOODNOW INVESTMENT GROUP, LLC 851.2K -16.9K (-1.9%) 53.60M -13.6M (-20.2%) 1.26% -0.025 pp 5.00% -1.430 pp USD77.38 -18.6% 8 qtrs
26 NORGES BANK 820.0K +820.0K (+100.0%) 51.64M +51.6M (+100.0%) 1.21% +1.209 pp 0.01% +0.006 pp USD62.97 +0.0% 1 qtrs NEW
27 UBS ASSET MANAGEMENT AMERICAS INC 793.1K +600.5K (+311.7%) 49.94M +35.0M (+234.9%) 1.17% +0.886 pp 0.01% +0.007 pp USD65.00 -3.1% 23 qtrs
28 POINT72 ASSET MANAGEMENT, L.P. 741.0K -786.6K (-51.5%) 46.66M -71.6M (-60.5%) 1.09% -1.160 pp 0.05% -0.146 pp USD80.57 -21.8% 8 qtrs
29 AMERIPRISE FINANCIAL INC 726.5K -333.3K (-31.5%) 45.76M -36.3M (-44.2%) 1.07% -0.492 pp 0.01% -0.009 pp USD69.13 -8.9% 23 qtrs
30 BW GESTAO DE INVESTIMENTOS LTDA. 689.8K +57.0K (+9.0%) 43.44M -5.5M (-11.3%) 1.02% +0.084 pp 0.98% -1.162 pp USD81.69 -22.9% 6 qtrs
31 RICE HALL JAMES & ASSOCIATES, LLC 663.8K +79.6K (+13.6%) 41.80M -3.4M (-7.6%) 0.98% +0.117 pp 2.30% -0.165 pp USD84.37 -25.4% 9 qtrs
32 INVESCO LTD. 517.6K -569.7K (-52.4%) 32.59M -51.6M (-61.3%) 0.76% -0.840 pp 0.01% -0.008 pp USD89.04 -29.3% 21 qtrs
33 MAESTRIA PARTNERS LLC 516.2K +143.8K (+38.6%) 32.50M +3.7M (+12.8%) 0.76% +0.212 pp 9.52% +0.409 pp USD83.99 -25.0% 5 qtrs
34 DIMENSIONAL FUND ADVISORS LP 510.5K -361.5K (-41.5%) 32.15M -35.3M (-52.4%) 0.75% -0.533 pp 0.01% -0.008 pp USD67.25 -6.4% 20 qtrs
35 NORTHERN TRUST CORP 495.1K -17.6K (-3.4%) 31.17M -8.5M (-21.4%) 0.73% -0.026 pp 0.00% -0.001 pp USD87.36 -27.9% 22 qtrs
36 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 495.1K -2.7K (-0.5%) 31.17M -7.3M (-19.1%) 0.73% -0.004 pp 0.00% -0.001 pp USD71.41 -11.8% 22 qtrs
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 484.1K -15.7K (-3.1%) 30.48M -8.2M (-21.2%) 0.71% -0.023 pp 0.00% -0.001 pp USD75.64 -16.8% 23 qtrs
38 PORTOLAN CAPITAL MANAGEMENT, LLC 468.1K +279.3K (+148.0%) 29.47M +14.9M (+101.7%) 0.69% +0.412 pp 1.58% +0.789 pp USD69.10 -8.9% 10 qtrs
39 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 452.8K -123.5K (-21.4%) 28.51M -16.1M (-36.1%) 0.67% -0.182 pp 1.46% -0.800 pp USD95.76 -34.2% 3 qtrs
40 JANE STREET GROUP, LLC 445.5K +284.8K (+177.2%) 28.05M +15.6M (+125.5%) 0.66% +0.420 pp 0.00% +0.002 pp USD69.90 -9.9% 6 qtrs
41 BANK OF NEW YORK MELLON CORP 423.2K +4.0K (+1.0%) 26.65M -5.8M (-17.9%) 0.62% +0.006 pp 0.00% -0.002 pp USD82.36 -23.5% 22 qtrs
42 PRICE T ROWE ASSOCIATES INC /MD/ 388.4K +8.1K (+2.1%) 24.46M -5.0M (-16.9%) 0.57% +0.012 pp 0.00% -0.001 pp USD78.16 -19.4% 23 qtrs
43 14B CAPTIAL MANAGEMENT LP 385.0K -12.0K (-3.0%) 24.24M -6.5M (-21.1%) 0.57% -0.018 pp 19.49% +1.505 pp USD72.63 -13.3% 9 qtrs
44 PALISADE CAPITAL MANAGEMENT, LP 377.4K +43.6K (+13.1%) 23.77M -2.1M (-8.0%) 0.56% +0.064 pp 0.70% +0.003 pp USD54.11 +16.4% 15 qtrs
45 LONG FOCUS CAPITAL MANAGEMENT, LLC 354.0K +354.0K (+100.0%) 22.29M +22.3M (+100.0%) 0.52% +0.522 pp 0.59% +0.587 pp USD62.97 +0.0% 1 qtrs NEW
46 SEI INVESTMENTS CO 331.5K +40.3K (+13.8%) 20.87M -1.7M (-7.4%) 0.49% +0.059 pp 0.02% -0.004 pp USD77.16 -18.4% 21 qtrs
47 CITADEL ADVISORS LLC 299.8K +42.1K (+16.3%) 18.88M -1.1M (-5.4%) 0.44% +0.062 pp 0.00% 0.000 pp USD70.71 -10.9% 23 qtrs
48 SNYDER CAPITAL MANAGEMENT L P 294.2K +294.2K (+100.0%) 18.52M +18.5M (+100.0%) 0.43% +0.434 pp 0.35% +0.345 pp USD62.97 +0.0% 1 qtrs NEW
49 BANK OF AMERICA CORP /DE/ 293.2K -276.9K (-48.6%) 18.46M -25.7M (-58.2%) 0.43% -0.408 pp 0.00% -0.002 pp USD68.86 -8.6% 23 qtrs
50 SCHWARTZ INVESTMENT COUNSEL INC 286.7K +161.7K (+129.4%) 18.05M +8.4M (+86.6%) 0.42% +0.239 pp 0.63% +0.306 pp USD69.26 -9.1% 2 qtrs
51 EMERALD ADVISERS, LLC 280.3K +2.6K (+0.9%) 17.65M -3.8M (-17.9%) 0.41% +0.004 pp 0.54% -0.145 pp USD59.95 +5.0% 16 qtrs
52 BAIRD FINANCIAL GROUP, INC. 271.3K -167.2K (-38.1%) 17.09M -16.9M (-49.7%) 0.40% -0.247 pp 0.03% -0.028 pp USD71.30 -11.7% 20 qtrs
53 DEUTSCHE BANK AG\ 259.4K +83.3K (+47.3%) 16.33M +2.7M (+19.9%) 0.38% +0.123 pp 0.01% +0.001 pp USD75.27 -16.3% 21 qtrs
54 WELLINGTON MANAGEMENT GROUP LLP 206.7K -11.6K (-5.3%) 13.01M -3.9M (-23.0%) 0.30% -0.017 pp 0.00% -0.001 pp USD67.60 -6.8% 23 qtrs
55 DEEPWATER ASSET MANAGEMENT, LLC 206.2K +41.7K (+25.4%) 12.99M +254.6K (+2.0%) 0.30% +0.062 pp 3.78% -1.284 pp USD62.92 +0.1% 11 qtrs
56 KORNITZER CAPITAL MANAGEMENT INC /KS 198.7K -50.9K (-20.4%) 12.51M -6.8M (-35.2%) 0.29% -0.075 pp 0.26% -0.128 pp USD52.64 +19.6% 14 qtrs
57 LOOMIS SAYLES & CO L P 196.5K +62.1K (+46.2%) 12.37M +2.0M (+19.0%) 0.29% +0.092 pp 0.01% +0.003 pp USD79.00 -20.3% 4 qtrs
58 GOLDMAN SACHS GROUP INC 188.5K -36.9K (-16.4%) 11.87M -5.6M (-32.0%) 0.28% -0.054 pp 0.00% -0.001 pp USD83.34 -24.4% 23 qtrs
59 UNIVERSITY OF ILLINOIS FOUNDATION 182.8K +67.0K (+57.8%) 11.51M +2.5M (+28.4%) 0.27% +0.099 pp 3.95% +0.788 pp USD72.11 -12.7% 2 qtrs
60 SG AMERICAS SECURITIES, LLC 182.7K +1.8K (+1.0%) 11.50M -2.5M (-17.8%) 0.27% +0.003 pp 0.01% -0.033 pp USD78.33 -19.6% 22 qtrs
61 NICHOLAS COMPANY, INC. 180.6K +50.0 (+0.0%) 11.37M -2.6M (-18.6%) 0.27% +0.000 pp 0.20% -0.038 pp USD65.43 -3.8% 13 qtrs
62 RHUMBLINE ADVISERS 179.4K -3.4K (-1.9%) 11.30M -2.9M (-20.2%) 0.26% -0.005 pp 0.01% -0.002 pp USD92.10 -31.6% 19 qtrs
63 STATE OF WISCONSIN INVESTMENT BOARD 171.6K +23.0K (+15.4%) 10.81M -699.7K (-6.1%) 0.25% +0.034 pp 0.02% -0.002 pp USD61.51 +2.4% 23 qtrs
64 MAWER INVESTMENT MANAGEMENT LTD. 169.9K -8.4K (-4.7%) 10.70M -3.1M (-22.5%) 0.25% -0.013 pp 0.06% -0.012 pp USD84.04 -25.1% 4 qtrs
65 EMERALD MUTUAL FUND ADVISERS TRUST 165.3K -4.4K (-2.6%) 10.41M -2.7M (-20.8%) 0.24% -0.007 pp 0.51% -0.171 pp USD61.35 +2.6% 16 qtrs
66 NEW YORK STATE COMMON RETIREMENT FUND 163.6K +23.1K (+16.4%) 10.30M -576.3K (-5.3%) 0.24% +0.034 pp 0.01% 0.000 pp USD68.23 -7.7% 19 qtrs
67 NORTH REEF CAPITAL MANAGEMENT LP 155.9K +52.9K (+51.3%) 9.82M +1.8M (+23.1%) 0.23% +0.078 pp 0.40% +0.022 pp USD76.74 -17.9% 5 qtrs
68 NUVEEN, LLC 155.1K +10.3K (+7.1%) 9.76M -1.4M (-12.9%) 0.23% +0.015 pp 0.00% 0.000 pp USD80.02 -21.3% 4 qtrs
69 FMR LLC 154.7K +128.2K (+484.0%) 9.74M +7.7M (+375.2%) 0.23% +0.189 pp 0.00% +0.000 pp USD68.88 -8.6% 23 qtrs
70 LPL FINANCIAL LLC 154.4K -52.0K (-25.2%) 9.72M -6.3M (-39.1%) 0.23% -0.077 pp 0.00% -0.002 pp USD88.91 -29.2% 22 qtrs
71 PENSERRA CAPITAL MANAGEMENT LLC 152.0K +23.6K (+18.4%) 9.57M -368.0K (-3.7%) 0.22% +0.035 pp 0.11% -0.005 pp USD71.17 -11.5% 13 qtrs
72 TOROSO INVESTMENTS, LLC 151.0K +1.3K (+0.9%) 9.51M -2.1M (-17.9%) 0.22% +0.002 pp 0.02% -0.001 pp USD85.34 -26.2% 9 qtrs
73 SHAOLIN CAPITAL MANAGEMENT LLC 150.0K +— (+0.0%) 9.45M -2.2M (-18.6%) 0.22% +0.000 pp 0.29% -0.209 pp USD77.40 -18.6% 2 qtrs
74 BNP PARIBAS ARBITRAGE, SNC 146.2K +3.6K (+2.5%) 9.20M -1.8M (-16.6%) 0.22% +0.005 pp 0.00% -0.002 pp USD81.53 -22.8% 5 qtrs
75 PRINCIPAL FINANCIAL GROUP INC 144.7K -4.2K (-2.8%) 9.11M -2.4M (-20.9%) 0.21% -0.006 pp 0.00% -0.001 pp USD102.59 -38.6% 19 qtrs
76 JPMORGAN CHASE & CO 139.5K -7.0K (-4.8%) 8.78M -2.6M (-22.5%) 0.21% -0.010 pp 0.00% 0.000 pp USD90.83 -30.7% 22 qtrs
77 PEREGRINE CAPITAL MANAGEMENT LLC 130.0K +11.0K (+9.3%) 8.19M -1.0M (-11.1%) 0.19% +0.016 pp 0.25% -0.026 pp USD72.58 -13.2% 9 qtrs
78 MARINER INVESTMENT GROUP LLC 125.0K +80.0K (+177.8%) 7.87M +4.4M (+126.0%) 0.18% +0.118 pp 0.46% -0.594 pp USD68.16 -7.6% 2 qtrs
79 SWISS NATIONAL BANK 119.4K +3.6K (+3.1%) 7.52M -1.4M (-16.1%) 0.18% +0.005 pp 0.00% -0.001 pp USD71.51 -11.9% 21 qtrs
80 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 113.4K +38.3K (+51.0%) 7.19M +1.4M (+23.8%) 0.17% +0.057 pp 0.01% +0.002 pp USD87.48 -28.0% 5 qtrs
81 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 113.6K +15.6K (+15.9%) 7.15M -426.0K (-5.6%) 0.17% +0.023 pp 0.96% -0.097 pp USD72.07 -12.6% 10 qtrs
82 BARCLAYS PLC 111.1K +36.1K (+48.2%) 7.00M +355.3K (+5.3%) 0.16% +0.053 pp 0.00% +0.000 pp USD77.19 -18.4% 16 qtrs
83 D. E. SHAW & CO., INC. 105.1K +94.0K (+846.8%) 6.62M +5.8M (+670.3%) 0.16% +0.139 pp 0.00% +0.003 pp USD64.49 -2.4% 2 qtrs
84 PORTMAN SQUARE CAPITAL LLP 100.0K +10.0K (+11.1%) 6.30M -669.0K (-9.6%) 0.15% +0.015 pp 0.28% -0.030 pp USD95.50 -34.1% 3 qtrs
85 LEGAL & GENERAL GROUP PLC 95.9K -2.1K (-2.2%) 6.04M -1.6M (-20.4%) 0.14% -0.003 pp 0.00% 0.000 pp USD83.24 -24.4% 23 qtrs
86 WELLS FARGO & COMPANY/MN 93.5K -81.5K (-46.6%) 5.89M -7.7M (-56.5%) 0.14% -0.120 pp 0.00% -0.002 pp USD78.57 -19.9% 23 qtrs
87 WALLEYE TRADING LLC 92.7K +34.7K (+59.9%) 5.84M +1.3M (+30.1%) 0.14% +0.051 pp 0.01% +0.002 pp USD72.06 -12.6% 4 qtrs
88 MAXI INVESTMENTS CY LTD 92.4K +14.8K (+19.1%) 5.82M -186.0K (-3.1%) 0.14% +0.022 pp 1.06% -0.191 pp USD78.98 -20.3% 3 qtrs
89 ALLIANCEBERNSTEIN L.P. 89.5K -788.0 (-0.9%) 5.63M -1.4M (-19.4%) 0.13% -0.001 pp 0.00% 0.000 pp USD64.29 -2.1% 23 qtrs
90 CI PRIVATE WEALTH, LLC 89.2K -15.2K (-14.5%) 5.60M -2.5M (-31.0%) 0.13% -0.022 pp 0.01% -0.005 pp USD97.69 -35.5% 7 qtrs
91 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 83.5K +11.3K (+15.6%) 5.26M -332.0K (-5.9%) 0.12% +0.017 pp 0.02% -0.001 pp USD82.82 -24.0% 19 qtrs
92 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 81.8K -28.0 (0.0%) 5.15M -1.2M (-18.7%) 0.12% +0.000 pp 0.00% -0.001 pp USD77.40 -18.6% 2 qtrs
93 RATAN CAPITAL MANAGEMENT LP 85.7K +— (+0.0%) 4.60M -2.0M (-30.7%) 0.13% +0.000 pp 1.26% -2.316 pp USD71.34 -11.7% 23 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.87
Neutral
Ratio by volume
0.55
Neutral
Buys
13
Sells
15
Shares acquired
22.04M
Shares disposed
39.76M
Cash buys
4.00
Cash sales
Net activity
-17,713,951
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
2026-03-17 Isaacman Jared 10% Owner G-Gift D Class A Common Stock 1,600 0.00 20,750,915 I
2026-03-10 Isaacman Jared 10% Owner P-Purchase A Class A Common Stock 43,827 45.75 2.00M 1,410,727 D
2026-03-02 Lauber David Taylor Director / Officer F-InKind D Class A Common Stock 12,302 44.07 542.1K 459,774 D
2026-03-02 Isaacman Jared 10% Owner P-Purchase A Class A Common Stock 45,693 43.83 2.00M 1,366,900 D
2026-03-02 Frankel Jordan Officer F-InKind D Class A Common Stock 4,175 44.07 184.0K 279,844 D
2026-03-02 Disman Nancy Director F-InKind D Class A Common Stock 5,760 44.07 253.8K 190,644 D
2026-02-28 Whalen James J. Officer F-InKind D Class A Common Stock 902 44.07 39.8K 66,936 D
2026-02-28 Lauber David Taylor Director / Officer F-InKind D Class A Common Stock 9,926 44.07 437.4K 472,076 D
2026-02-28 Frankel Jordan Officer F-InKind D Class A Common Stock 3,199 44.07 141.0K 284,019 D
2026-02-28 Disman Nancy Director F-InKind D Class A Common Stock 4,266 44.07 188.0K 196,404 D
2026-02-27 Whalen James J. Officer A-Award A Class A Common Stock 17,018 44.07 750.0K 67,838 D
2026-02-27 Lauber David Taylor Director / Officer A-Award A Class A Common Stock 222,373 44.07 9.80M 482,002 D
2026-02-27 Isaacman Jared 10% Owner P-Purchase A Class A Common Stock 159,244 44.15 7.03M 1,321,207 D
2026-02-27 Frankel Jordan Officer A-Award A Class A Common Stock 62,514 44.07 2.75M 287,218 D
2026-02-27 Disman Nancy Director A-Award A Class A Common Stock 76,015 44.07 3.35M 200,670 D
2026-02-27 Cruz Christopher Nestor Officer A-Award A Class A Common Stock 17,137 44.07 755.2K 246,785 D
2026-02-26 Isaacman Jared 10% Owner P-Purchase A Class A Common Stock 136,993 48.38 6.63M 1,161,963 D
2026-02-20 Whalen James J. Officer F-InKind D Class A Common Stock 3,916 58.49 229.0K 50,820 D
2026-02-20 Lauber David Taylor Director / Officer F-InKind D Class A Common Stock 13,959 58.49 816.5K 259,629 D
2026-02-20 Frankel Jordan Officer F-InKind D Class A Common Stock 2,750 58.49 160.8K 224,704 D
2026-02-20 Disman Nancy Director F-InKind D Class A Common Stock 5,765 58.49 337.2K 124,655 D
2026-02-07 Isaacman Jared 10% Owner D-Return D Class B Common Stock 19,801,028 0.00 0 I
2025-12-11 Lauber David Taylor Director / Officer S-Sale D Class A Common Stock 10,681 68.91 736.0K 274,907 D
2025-12-11 Disman Nancy Director S-Sale D Class A Common Stock 5,000 69.50 347.5K 130,420 D
2025-12-09 Isaacman Jared Director / Officer / 10% Owner F-InKind D Class A Common Stock 54,137 68.88 3.73M 1,024,970 D
2025-12-08 Isaacman Jared Director / Officer / 10% Owner A-Award A Class A Common Stock 127,620 0.00 1,079,107 D
2025-11-12 Whalen James J. Officer S-Sale D Class A Common Stock 1,438 71.50 102.8K 54,736 D
2025-09-15 Disman Nancy Officer S-Sale D Class A Common Stock 5,000 87.28 436.4K 135,420 D
2025-09-08 Isaacman Jared Director / Officer / 10% Owner G-Gift D Class C Common Stock 56,818 0.00 1,081,744 I
2025-09-03 Lauber David Taylor Director / Officer S-Sale D Class A Common Stock 2,500 88.59 221.5K 285,588 D
2025-08-15 Whalen James J. Officer S-Sale D Class A Common Stock 794 89.90 71.4K 56,324 D
2025-08-11 Isaacman Jared Director / Officer / 10% Owner P-Purchase A Class A Common Stock 104,705 83.61 8.75M 939,715 D
2025-08-08 Isaacman Jared Director / Officer / 10% Owner P-Purchase A Class A Common Stock 91,721 81.90 7.51M 835,010 D
2025-08-06 Cruz Christopher Nestor Officer A-Award A Class A Common Stock 97,324 82.20 8.00M 229,648 D
2025-08-05 Disman Nancy Officer F-InKind D Class A Common Stock 27,202 102.20 2.78M 140,420 D
2025-06-30 Goldsmith-Grover Sarah Director S-Sale D Class A Common Stock 2,957 100.00 295.7K 6,884 D
2025-06-30 Davis Karen Roter Director S-Sale D Class A Common Stock 750 100.00 75.0K 8,209 D
2025-06-17 Lauber David Taylor Director / Officer A-Award A Class A Common Stock 31,107 91.94 2.86M 288,088 D
2025-06-16 Disman Nancy Officer S-Sale D Class A Common Stock 8,258 90.23 745.1K 169,364 D
2025-06-13 Isaacman Donald Director A-Award A Class A Common Stock 2,367 0.00 25,113 D
2025-06-13 Halkyard Jonathan S Director A-Award A Class A Common Stock 2,367 0.00 16,521 D
2025-06-13 Goldsmith-Grover Sarah Director A-Award A Class A Common Stock 2,367 0.00 9,841 D
2025-06-13 Davis Karen Roter Director A-Award A Class A Common Stock 2,367 0.00 8,959 D
2025-06-13 Dallaire Seth Director A-Award A Class A Common Stock 2,367 0.00 2,984 D
2025-06-13 Cruz Christopher Nestor Director A-Award A Class A Common Stock 2,367 0.00 10,669 D
2025-06-13 Bakhshandehpour Sam Director A-Award A Class A Common Stock 2,367 0.00 9,672 D
2025-06-12 Isaacman Jared Director / Officer / 10% Owner G-Gift D Class C Common Stock 8,466 0.00 1,167,085 I
2025-06-12 Goldsmith-Grover Sarah Director S-Sale D Class A Common Stock 1,000 94.53 94.5K 7,474 D
2025-06-12 Davis Karen Roter Director S-Sale D Class A Common Stock 2,757 94.53 260.6K 6,592 D
2025-06-09 Frankel Jordan Officer S-Sale D Class A Common Stock 3,750 94.41 354.0K 228,704 D
2025-06-03 Lauber David Taylor Officer S-Sale D Class A Common Stock 2,500 94.47 236.2K 256,981 D
2025-03-31 Isaacman Jared Director / Officer / 10% Owner D-Return D Class C Common Stock 12,410 0.00 1,175,551 I
2025-03-14 Disman Nancy Officer S-Sale D Class A Common Stock 4,053 84.44 342.2K 183,569 D
2025-03-10 Frankel Jordan Officer S-Sale D Class A Common Stock 12,500 88.36 1.10M 232,454 D
2025-03-09 Lauber David Taylor Officer F-InKind D Class A Common Stock 5,375 89.74 482.4K 259,481 D
2025-03-09 Frankel Jordan Officer F-InKind D Class A Common Stock 4,222 89.74 378.9K 244,954 D
2025-03-06 Lauber David Taylor Officer S-Sale D Class A Common Stock 2,500 91.70 229.3K 264,856 D
2025-03-04 Whalen James J. Officer S-Sale D Class A Common Stock 195 94.00 18.3K 57,118 D
2025-03-02 Lauber David Taylor Officer F-InKind D Class A Common Stock 14,528 98.75 1.43M 267,356 D
2025-03-02 Frankel Jordan Officer F-InKind D Class A Common Stock 4,440 98.75 438.5K 249,176 D
2025-03-02 Disman Nancy Officer F-InKind D Class A Common Stock 5,760 98.75 568.8K 187,622 D
2025-02-28 Lauber David Taylor Officer F-InKind D Class A Common Stock 10,531 97.50 1.03M 281,884 D
2025-02-28 Frankel Jordan Officer F-InKind D Class A Common Stock 2,372 97.50 231.3K 253,616 D
2025-02-28 Disman Nancy Officer F-InKind D Class A Common Stock 3,453 97.50 336.7K 193,382 D
2025-02-21 Whalen James J. Officer A-Award A Class A Common Stock 20,224 98.89 2.00M 57,313 D
2025-02-20 Lauber David Taylor Officer A-Award A Class A Common Stock 83,527 98.89 8.26M 292,415 D
2025-02-20 Isaacman Jared Director / Officer / 10% Owner F-InKind D Class A Common Stock 54,489 103.70 5.65M 743,289 D
2025-02-20 Frankel Jordan Officer A-Award A Class A Common Stock 33,876 98.89 3.35M 255,988 D
2025-02-20 Disman Nancy Officer A-Award A Class A Common Stock 33,876 98.89 3.35M 196,835 D
2025-02-20 Dallaire Seth Director A-Award A Class A Common Stock 617 98.89 61.0K 617 D
2024-12-31 Isaacman Jared Director / Officer / 10% Owner D-Return D Class C Common Stock 99,269 0.00 1,349,230 I
2024-12-16 Disman Nancy Officer S-Sale D Class A Common Stock 12,157 100.12 1.22M 170,802 D
2024-12-11 Frankel Jordan Officer S-Sale D Class A Common Stock 1,800 98.40 177.1K 225,312 D
2024-12-09 Lauber David Taylor Officer F-InKind D Class A Common Stock 980 103.71 101.6K 209,065 D
2024-12-09 Isaacman Jared Director / Officer / 10% Owner G-Gift D Class C Common Stock 15,449 0.00 1,448,499 I
2024-12-09 Frankel Jordan Officer F-InKind D Class A Common Stock 909 103.71 94.3K 227,112 D
2024-12-05 Whalen James J. Officer S-Sale D Class A Common Stock 1,462 101.07 147.8K 37,089 D
2024-12-02 Lauber David Taylor Officer S-Sale D Class A Common Stock 5,000 113.71 568.5K 210,045 D
2024-11-19 Lauber David Taylor Officer G-Gift D Class A Common Stock 2,000 0.00 215,045 D
2024-11-14 Whalen James J. Officer A-Award A Class A Common Stock 3,506 0.00 38,551 D
2024-11-10 Whalen James J. Officer F-InKind D Class A Common Stock 3,250 100.77 327.5K 37,423 D
2024-09-16 Frankel Jordan Officer S-Sale D Class A Common Stock 12,500 82.57 1.03M 228,021
2024-09-13 Disman Nancy Officer S-Sale D Class A Common Stock 20,000 81.30 1.63M 182,959
2024-09-09 Isaacman Jared Director / Officer / 10% Owner G-Gift D Class C Common Stock 30,084 0.00 1,463,948
2024-09-03 Lauber David Taylor Officer S-Sale D Class A Common Stock 5,000 81.94 409.7K 217,045
2024-08-22 Goldsmith-Grover Sarah Director S-Sale D Class A Common Stock 1,000 80.00 80.0K 8,474
2024-08-05 Disman Nancy Officer F-InKind D Class A Common Stock 71,995 62.71 4.51M 202,959
2024-06-28 Isaacman Jared Director / Officer / 10% Owner C-Conversion A Class A Common Stock 2,259,247 0.00 2,259,247
2024-06-14 Isaacman Jared Director / Officer / 10% Owner P-Purchase A Class A Common Stock 14,486 69.40 1.01M 666,117
2024-06-07 Whalen James J. Officer D Class A Common Stock 0 0.00 40,673
2024-06-07 Isaacman Donald Director A-Award A Class A Common Stock 2,757 0.00 22,746
2024-06-07 Halkyard Jonathan S Director A-Award A Class A Common Stock 2,757 0.00 14,154
2024-06-07 Goldsmith-Grover Sarah Director A-Award A Class A Common Stock 2,757 0.00 10,474
2024-06-07 Davis Karen Roter Director A-Award A Class A Common Stock 2,757 0.00 9,349
2024-06-07 Cruz Christopher Nestor Director A-Award A Class A Common Stock 2,757 0.00 8,302
2024-06-07 Bakhshandehpour Sam Director A-Award A Class A Common Stock 2,757 0.00 7,305
2024-06-06 Isaacman Jared Director / Officer / 10% Owner P-Purchase A Class A Common Stock 29,669 69.23 2.05M 651,631
2024-06-03 Lauber David Taylor Officer S-Sale D Class A Common Stock 15,000 69.26 1.04M 222,045
2024-05-23 Isaacman Jared Director / Officer / 10% Owner P-Purchase A Class A Common Stock 39,135 64.04 2.51M 621,962
2024-05-15 Disman Nancy Officer S-Sale D Class A Common Stock 10,000 72.34 723.4K 274,954
2024-05-14 Isaacman Jared Director / Officer / 10% Owner P-Purchase A Class A Common Stock 85,916 67.09 5.76M 582,827
2024-03-09 Lauber David Taylor Officer F-InKind D Class A Common Stock 1,460 82.16 120.0K 242,420
2024-03-09 Frankel Jordan Officer F-InKind D Class A Common Stock 1,147 82.16 94.2K 244,743
2024-03-05 Lauber David Taylor Officer S-Sale D Class A Common Stock 15,000 80.15 1.20M 243,880
2024-03-02 Lauber David Taylor Officer F-InKind D Class A Common Stock 14,342 83.54 1.20M 258,880
2024-03-02 Frankel Jordan Officer F-InKind D Class A Common Stock 3,020 83.54 252.3K 245,890
2024-03-02 Disman Nancy Officer F-InKind D Class A Common Stock 5,573 83.54 465.6K 284,954
2024-02-29 Lauber David Taylor Officer A-Award A Class A Common Stock 70,198 0.00 273,222
2024-02-29 Isaacman Jared Director / Officer / 10% Owner A-Award A Class A Common Stock 105,355 0.00 539,952
2024-02-29 Frankel Jordan Officer A-Award A Class A Common Stock 27,357 0.00 248,910
2024-02-29 Disman Nancy Officer A-Award A Class A Common Stock 27,357 0.00 290,527
2024-02-05 Disman Nancy Officer S-Sale D Class A Common Stock 5,054 73.51 371.5K 268,116
2023-12-28 Isaacman Jared Director / Officer / 10% Owner G-Gift D Class C Common Stock 17,126 0.00 1,523,093
2023-12-08 Lauber David Taylor Officer F-InKind D Class A Common Stock 2,119 65.66 139.1K 203,024
2023-12-08 Frankel Jordan Officer F-InKind D Class A Common Stock 1,665 65.66 109.3K 221,553
2023-11-28 Goldsmith-Grover Sarah Director S-Sale D Class A Common Stock 1,000 65.04 65.0K 7,717
2023-11-16 Disman Nancy Officer S-Sale D Class A Common Stock 10,000 65.07 650.7K 273,170
2023-11-14 Disman Nancy Officer S-Sale D Class A Common Stock 13,000 60.14 781.9K 283,170
2023-11-13 Lauber David Taylor Officer S-Sale D Class A Common Stock 5,000 57.00 285.0K 205,143
2023-11-13 Frankel Jordan Officer S-Sale D Class A Common Stock 7,000 58.81 411.7K 223,218
2023-11-13 Disman Nancy Officer S-Sale D Class A Common Stock 5,000 58.31 291.5K 296,170
2023-11-10 Lauber David Taylor Officer G-Gift D Class A Common Stock 2,049 0.00 210,143
2023-10-04 Isaacman Jared Director / Officer / 10% Owner G-Gift D Class C Common Stock 47,232 0.00 1,540,219
2023-08-08 Disman Nancy Officer S-Sale D Class A Common Stock 2,000 65.12 130.2K 301,170
2023-08-05 Disman Nancy Officer F-InKind D Class A Common Stock 71,995 64.44 4.64M 303,170
2023-06-22 Isaacman Jared Director / Officer / 10% Owner G-Gift D Class C Common Stock 308,756 0.00 1,610,128
2023-06-09 Isaacman Donald Director A-Award A Class A Common Stock 2,997 0.00 19,989
2023-06-09 Halkyard Jonathan S Director A-Award A Class A Common Stock 2,997 0.00 11,397
2023-06-09 Goldsmith-Grover Sarah Director A-Award A Class A Common Stock 2,997 0.00 8,717
2023-06-09 Davis Karen Roter Director A-Award A Class A Common Stock 2,997 0.00 6,592
2023-06-09 Cruz Christopher Nestor Director A-Award A Class A Common Stock 2,997 0.00 5,545
2023-06-09 Bakhshandehpour Sam Director A-Award A Class A Common Stock 2,997 0.00 4,548
2023-06-08 Lauber David Taylor Officer S-Sale D Class A Common Stock 6,350 66.04 419.4K 215,842
2023-06-08 Frankel Jordan Officer F-InKind A Class A Common Stock 34,150 67.46 2.30M 230,218
2023-03-09 Lauber David Taylor Officer F-InKind D Class A Common Stock 4,849 71.08 344.7K 243,908
2023-03-09 Frankel Jordan Officer S-Sale D Class A Common Stock 7,000 71.05 497.4K 267,753
2023-03-09 Disman Nancy Officer S-Sale D Class A Common Stock 1,500 71.65 107.5K 375,165
2023-03-03 Isaacman Jared Director / Officer / 10% Owner F-InKind D Class A Common Stock 49,578 69.43 3.44M 434,597
2023-03-03 Goldsmith-Grover Sarah Director S-Sale D Class A Common Stock 1,000 70.00 70.0K 5,720
2023-03-02 Lauber David Taylor Officer A-Award A Class A Common Stock 86,994 0.00 248,757
2023-03-02 Isaacman Jared Director / Officer / 10% Owner A-Award A Class A Common Stock 121,705 0.00 484,175
2023-03-02 Frankel Jordan Officer A-Award A Class A Common Stock 33,847 0.00 274,753
2023-03-02 Disman Nancy Officer A-Award A Class A Common Stock 33,847 0.00 376,665
2023-02-27 Isaacman Jared Director / Officer / 10% Owner C-Conversion D LLC Interests 2,000,000 0.00 23,829,016
2023-01-17 Isaacman Jared Director / Officer / 10% Owner G-Gift D Class C Common Stock 799,105 0.00 1,918,884
2022-12-31 Isaacman Jared Director / Officer / 10% Owner 0 0.00 0
2022-12-16 Disman Nancy Officer S-Sale D Class A Common Stock 1,500 52.81 79.2K 342,818
2022-12-15 Goldsmith-Grover Sarah Director S-Sale D Class A Common Stock 1,200 52.06 62.5K 6,720
2022-12-12 Lauber David Taylor Officer G-Gift D Class A Common Stock 2,063 0.00 161,763
2022-12-08 Lauber David Taylor Officer F-InKind D Class A Common Stock 2,163 45.52 98.5K 163,826
2022-12-08 Frankel Jordan Officer F-InKind D Class A Common Stock 1,664 45.52 75.7K 240,906
2022-11-18 Goldsmith-Grover Sarah Director S-Sale D Class A Common Stock 480 46.70 22.4K 7,920
2022-11-15 Lauber David Taylor Officer S-Sale D Class A Common Stock 10,000 50.00 500.0K 165,989
2022-10-04 Bakhshandehpour Sam Director A-Award A Class A Common Stock 1,551 0.00 1,551
2022-08-05 Disman Nancy Director A-Award A Class A Common Stock 338,466 0.00 344,318
2022-06-16 Isaacman Jared Officer P-Purchase A Class A Common Stock 27,728 31.60 876.2K 362,470
2022-06-10 Isaacman Donald Director A-Award A Class A Common Stock 2,548 0.00 16,992
2022-06-10 Halkyard Jonathan S Director A-Award A Class A Common Stock 2,548 0.00 8,400
2022-06-10 Goldsmith-Grover Sarah Director A-Award A Class A Common Stock 2,548 0.00 8,400
2022-06-10 Disman Nancy Director A-Award A Class A Common Stock 2,548 0.00 8,400
2022-06-10 Davis Karen Roter Director A-Award A Class A Common Stock 2,548 0.00 3,595
2022-06-10 Cruz Christopher Nestor Director A-Award A Class A Common Stock 2,548 0.00 2,548
2022-06-08 Lauber David Taylor Officer F-InKind D Class A Common Stock 19,431 46.89 911.1K 175,989
2022-06-08 Herring Bradley Officer F-InKind D Class A Common Stock 1,876 46.89 88.0K 60,722
2022-06-08 Frankel Jordan Officer F-InKind D Class A Common Stock 31,410 46.89 1.47M 242,570
2022-03-14 Isaacman Jared Officer P-Purchase A Class A Common Stock 16,401 48.73 799.2K 330,912
2022-03-10 Isaacman Jared Officer P-Purchase A Class A Common Stock 41,263 49.54 2.04M 190,793
2022-03-09 Lauber David Taylor Officer F-InKind D Class A Common Stock 864 41.95 36.2K 163,239
2022-03-09 Isaacman Jared Officer P-Purchase A Class A Common Stock 31,774 45.98 1.46M 74,387
2022-03-09 Herring Bradley Officer F-InKind D Class A Common Stock 1,097 41.95 46.0K 33,993
2022-03-09 Frankel Jordan Officer A-Award A Class A Common Stock 32,181 0.00 273,980
2021-12-31 Isaacman Jared Director / Officer / 10% Owner 0 0.00 0
2021-12-27 Isaacman Donald Director G-Gift A Class A Common Stock 8,592 0.00 14,444
2021-12-17 Lauber David Taylor Officer A-Award A Class A Common Stock 6,924 0.00 164,103
2021-12-17 Herring Bradley Officer A-Award A Class A Common Stock 6,924 0.00 35,090
2021-12-17 Frankel Jordan Officer A-Award A Class A Common Stock 6,924 0.00 242,663
2021-12-13 Frankel Jordan Officer S-Sale D Class A Common Stock 1,322 54.41 71.9K 235,739
2021-12-10 Frankel Jordan Officer S-Sale D Class A Common Stock 2,261 56.01 126.6K 237,061
2021-12-08 Lauber David Taylor Officer F-InKind D Class A Common Stock 756 57.00 43.1K 157,179
2021-12-08 Herring Bradley Officer F-InKind D Class A Common Stock 621 57.00 35.4K 28,166
2021-12-08 Frankel Jordan Officer F-InKind D Class A Common Stock 714 57.00 40.7K 240,078
2021-09-07 Isaacman Jared Director / Officer / 10% Owner J-Other A Forward Sale Contract (obligation to sell) 2,259,247 0.00 2,259,247
2021-08-16 Davis Karen Roter Director A-Award A Class A Common Stock 1,047 0.00 1,047
2021-08-09 Searchlight Capital Partners II GP, LLC 10% Owner J-Other D Class B Common Stock 1,967,750 0.00 443,638
2021-08-09 Herring Bradley Officer S-Sale D Class A Common Stock 2,000 89.30 178.6K 28,849
2021-07-15 Frankel Jordan Officer S-Sale D Class A Common Stock 3,000 91.34 274.0K 242,792
2021-06-22 Lauber David Taylor Officer S-Sale D Class A Common Stock 5,101 96.83 493.9K 168,041
2021-06-10 Isaacman Donald Director A-Award A Class A Common Stock 1,143 0.00 5,852
2021-06-10 Herring Bradley Officer S-Sale D Class A Common Stock 5,940 93.16 553.4K 30,849
2021-06-10 Halkyard Jonathan S Director A-Award A Class A Common Stock 1,143 0.00 5,852
2021-06-10 Goldsmith-Grover Sarah Director A-Award A Class A Common Stock 1,143 0.00 5,852
2021-06-10 Frey Andrew Director A-Award A Class A Common Stock 1,143 0.00 5,852
2021-06-10 Disman Nancy Director A-Award A Class A Common Stock 1,143 0.00 5,852
2021-06-10 Cruz Christopher Nestor Director A-Award A Class A Common Stock 1,143 0.00 5,852
2021-06-08 Sommers Steven M. Officer F-InKind D Class A Common Stock 33,817 97.75 3.31M 59,682
2021-06-08 Lauber David Taylor Officer F-InKind D Class A Common Stock 26,342 97.75 2.57M 190,251
2021-06-08 Herring Bradley Officer F-InKind D Class A Common Stock 2,132 97.75 208.4K 38,853
2021-06-08 Frankel Jordan Officer F-InKind D Class A Common Stock 32,711 97.75 3.20M 245,792
2021-06-08 Cronic Kevin J. Officer F-InKind D Class A Common Stock 33,818 97.75 3.31M 59,681
2021-05-25 Searchlight Capital Partners II GP, LLC 10% Owner C-Conversion A Class A Common Stock 292,560 0.00 292,560

Executive team

Top executives
EBIT / Employee
96.3K
Shares Outstanding
81.24M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Christopher N. Cruz Chief Financial Officer 173.1K 18.00M 500.0K 269.2K 18.94M 95.03%
2 2025 Taylor Lauber Chief Executive Officer 454.4K 11.12M 600.0K 36.7K 12.21M 91.06%
3 2024 Jared Isaacman Chief Executive Officer 50.0K 9.05M 373.2K 9.47M 95.53%
4 2024 Taylor Lauber Chief Executive Officer 350.0K 6.03M 225.0K 32.5K 6.64M 90.85%
5 2024 Taylor Lauber Chief Strategy Officer 350.0K 6.03M 225.0K 32.5K 6.64M 90.85%
6 2024 Nancy Disman Chief Financial Officer 350.0K 500.0K 2.35M 225.0K 64.3K 3.49M 67.35%
7 2023 Jared Isaacman Chief Executive Officer 50.0K 8.45M 436.9K 8.94M 94.55%
8 2023 Taylor Lauber Chief Executive Officer 350.0K 6.04M 225.0K 32.5K 6.65M 90.86%
9 2023 Nancy Disman Chief Financial Officer 350.0K 500.0K 2.35M 225.0K 63.8K 3.49M 67.36%
10 2022 Jordan Frankel General Counsel, Executive Vice President, Legal, Human Resources and Compliance and Secretary 350.0K 1.35M 225.0K 13.6K 1.94M 69.64%
11 2021 Jared Isaacman Chief Executive Officer 48.0K 5.75M 396.3K 6.19M 92.83%
12 2021 Brad Herring Chief Financial Officer 328.5K 1.00M 225.0K 1.55M 64.37%
13 2021 Taylor Lauber Chief Strategy Officer 248.8K 1.00M 225.0K 30.8K 1.50M 66.46%
14 2021 Jordan Frankel General Counsel, Executive Vice President, Legal, Human Resources and Compliance and Secretary 231.5K 1.00M 225.0K 25.2K 1.48M 67.49%
15 2020 Jordan Frankel General Counsel, Executive Vice President, Legal, Human Resources and Compliance and Secretary 163.6K 112.5K 20.34M 9.1K 20.63M 98.62%
16 2020 Taylor Lauber Chief Strategy Officer 230.8K 112.5K 15.67M 22.8K 16.04M 97.72%
17 2020 Jared Isaacman Chief Executive Officer 188.9K 555.9K 744.8K 0.00%
18 2019 Jared Isaacman Chief Executive Officer 500.0K 241.2K 741.2K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2026-04-20 PRE 14A
2025-06-04 DEFA14A
2025-04-30 DEFA14A
2025-04-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2026-04-27 SC 13G/A
2026-04-22 SC 13G/A
2026-04-20 PRE 14A
2026-03-27 SC 13G/A
2026-03-17 4
2026-03-11 4

Executive team

NameTitleCompensationGender
Christopher Nestor Cruz Chief Financial Officer 1M male
David Taylor Lauber Chairman of the Board, President & CEO 1M male
Jordan Frankel Secretary, General Counsel and Executive Vice President Legal, Risk & Compliance 602.1K male
James Whalen Chief Accounting Officer male
Kim Rodgers Chief HR Officer female
Michael Isaacman Chief Commercial Officer male
Nate Hirshberg Senior Vice President of Marketing
Thomas Craig McCrohan Executive Vice President of Investor Relations male
Brendan Lauber Vice Chairman male
Tim Ernst Senior Vice President of POS ENGINEERING male
Doug Demko Chief Operating Officer male
Filippos Mintiloglitis Interim Chief Accounting Officer male
ESG Rating
B
SOFTWARE - INFRASTRUCTURE
2026
E (Environmental)
53.1 / 65.1
Company / Sector avg.
S (Social)
69.9 / 63.5
Company / Sector avg.
G (Governance)
61.1 / 65.6
Company / Sector avg.
ESG Total
61.3 / 64.7
Company / Sector avg.
ESG Score History SOFTWARE - INFRASTRUCTURE
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2022-11-30 2022-12-29 Susie Lee NV03 Joint Sale (Full) $1,001 - $15,000
2021-09-24 2021-10-12 Susie Lee NV03 Joint Purchase $1,001 - $15,000
2021-08-20 2021-09-10 Susie Lee NV03 Joint Purchase $1,001 - $15,000
2020-11-04 2020-12-08 Susie Lee NV03 Joint Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits