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Fathom Holdings Inc. (FTHM)
USD0.95
+0.03 (+3.47%)
US NASDAQ Real Estate Real Estate - Services
Address
2000 Regency Parkway Drive 27518
Cary, NC, US
Cary, NC, US
CEO
Marco Fregenal
Website
fathomrealty.com
IPO
2020-07-31
CIK 1753162 ISIN US31189V1098
Description
Fathom Holdings Inc., established in 2010 and based in Cary, North Carolina, delivers cloud-powered real estate brokerage services across the Southern, Atlantic, Southwestern, and Western regions of the United States. The company operates through three core divisions: Real Estate Brokerage, which manages property transactions; Mortgage, focused on originating and underwriting residential loans; and Technology, providing Software-as-a-Service (SaaS) and data mining capabilities to external customers, while also developing its intelliAgent platform for internal real estate agents. Fathom offers an integrated real estate services platform, seamlessly combining residential brokerage, mortgage, title, and insurance offerings, all underpinned by its proprietary intelliAgent software. Its FathomRealty.com website serves as a central hub, connecting buyers, sellers, landlords, and tenants with a diverse range of properties available for purchase or rent. The robust intelliAgent technology platform provides a comprehensive toolkit for brokerages and agents, encompassing advanced technology solutions, efficient business processes, data analytics, reporting, training modules, customer relationship management (CRM) features, extensive social media and general marketing tools, a marketing resource library, and a marketplace for add-on services and third-party technologies. The company’s brand ecosystem comprises Fathom Realty, Dagley Insurance, Encompass Lending, intelliAgent, LiveBy, Real Results, Verus Title, and Cornerstone.
News Sentiment (7d)
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
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD0.95
+0.03 (+3.47%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
2.32
Float Shares
15.36M
Free Float %
46.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.70% | -5.67% | -12.23% | -25.09% | -29.90% | -24.35% | -20.24% | -86.71% | -97.08% | -92.38% | -92.38% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (5 ratings, all time)
Buy
Price Targets & DCF
Current price
0.95
Low
2.50
+162.6%
Consensus
2.67
+180.5%
Median
2.50
+162.6%
High
3.00
+215.1%
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
2.50
+162.6%
|
| All Time | 3 |
2.67
+180.5%
|
Quality scores
Altman Z-Score
2.93
Grey zone
Piotroski F-Score
3 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Real Estate - Services: +11.2%+25.5% ★ Q4'25: -1.2% (vs Q4'24)
-
EPS growth Real Estate - Services: +25.9%+33.6% ★ Q4'25: +27.6% (vs Q4'24)
-
FCF margin FCF growth · Real Estate - Services: +32.2%-63.7% Q4'25: -13.2% (vs Q4'24)
-
EBIT margin Real Estate - Services: +23.7%-4.7% Q4'25: -7.3% (vs Q4'24)
-
ROIC Real Estate - Services: +4.3%-34.2% Q4'25: -46.0% (vs Q4'24)
-
Share dilution Real Estate - Services: +0.0%+59.1% Q4'25: +59.1% (vs Q4'24)
-
Debt / EBITDA Net debt/EBITDA · Real Estate - Services: 1.88×-1.47× Q4'25: -1.06× (vs Q4'24)
Valuation Multiples
From
To
Consensus Estimates
| Metric |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|
| Revenue |
176.78M
est: 172.24M (+2.6%)
|
330.23M
est: 318.25M (+3.8%)
|
412.96M
est: 419.86M (-1.6%)
|
345.23M
est: 327.31M (+5.5%)
|
335.18M
est: 328.14M (+2.1%)
|
420.48M
est: 427.40M (-1.6%)
|
460.33M
460.33M – 460.33M
+7.7% YoY
|
| EBITDA |
-1.10M
est: -7.05M (+84.4%)
|
-13.36M
est: -13.03M (-2.5%)
|
-23.63M
est: -17.18M (-37.5%)
|
-17.64M
est: -15.70M (-12.4%)
|
-16.64M
est: -15.74M (-5.7%)
|
-17.40M
est: -20.50M (+15.1%)
|
-22.08M
-22.08M – -22.08M
-7.7% YoY
|
| EBIT |
-1.27M
est: -8.78M (+85.6%)
|
-16.11M
est: -16.23M (+0.7%)
|
-26.78M
est: -21.41M (-25.1%)
|
-23.59M
est: -19.27M (-22.4%)
|
-22.06M
est: -19.32M (-14.2%)
|
-19.63M
est: -25.17M (+22.0%)
|
-27.11M
-27.11M – -27.11M
-7.7% YoY
|
| Net Income |
-1.34M
est: -1.52M (+11.7%)
|
-12.49M
est: -12.65M (+1.3%)
|
-27.63M
est: -19.57M (-41.2%)
|
-23.98M
est: -37.87M (+36.7%)
|
-21.58M
est: -18.84M (-14.5%)
|
-20.31M
est: -16.10M (-26.1%)
|
-4.19M
-4.19M – -4.19M
+74.0% YoY
|
| SGA |
11.29M
est: 18.10M (-37.6%)
|
34.63M
est: 33.44M (+3.5%)
|
48.44M
est: 44.12M (+9.8%)
|
42.10M
est: 36.16M (+16.4%)
|
39.37M
est: 36.26M (+8.6%)
|
38.22M
est: 47.22M (-19.1%)
|
50.86M
50.86M – 50.86M
+7.7% YoY
|
| EPS |
-0.10
est: -0.08 (-29.2%)
|
-0.88
est: -0.63 (-40.8%)
|
-1.73
est: -0.97 (-79.0%)
|
-1.47
est: -1.18 (-25.0%)
|
-1.07
est: -0.59 (-82.9%)
|
-0.71
est: -0.50 (-42.0%)
|
-0.13
-0.13 – -0.13
+74.0% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-08 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-07 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-06 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-05 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-04 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-27 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-24 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-23 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-22 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-21 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-20 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-17 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-16 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-19.34M
OE per share TTM
-0.68
Owner's Yield
-78.03%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
1.5%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
15
Total invested
625.9K
Insider transactions (90d)
0
Beneficial owners (>5%)
8
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Joshua Harley | 5.33M | 31.30% | 2.91M | 2.42M | 2.91M | 10.00 | IN | Citizenship or Place of Organization | 2022-03-25 | ↗ |
| 2 | Glenn A. Sampson | 1.55M | 10.50% | 1.55M | — | 1.55M | — | IN | USA | 2022-02-11 | ↗ |
| 3 | Marco Fregenal | 1.32M | 9.60% | 1.32M | — | 1.32M | — | IN | Citizenship or Place of Organization | 2021-02-12 | ↗ |
| 4 | 94-3366999 | 1.26M | 7.77% | — | 1.26M | — | — | IA | Wyoming, USA | 2022-02-14 | ↗ |
| 5 | J. Carlo Cannell | 1.26M | 7.77% | — | 1.26M | — | — | HC | USA | 2022-02-14 | ↗ |
| 6 | Barry M. Kitt | 1.13M | 5.41% | 1.13M | — | 1.13M | — | IN | United States of America | 2024-07-01 | ↗ |
| 7 | 27-1405464 | 1.10M | 5.28% | 1.10M | — | 1.10M | — | PN | Texas | 2024-07-01 | ↗ |
| 8 | Patrick Lee | 805.6K | 4.97% | 805.6K | — | 805.6K | — | IN | USA | 2021-12-10 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
15
-25 vs prev Q
New positions
8
Closed positions
32
Increased
9
Reduced
1
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 | VERADACE CAPITAL MANAGEMENT LLC | 454.4K +454.4K (+100.0%) | 458.99M +459.0M (+100.0%) | 1.54% +1.537 pp | 0.28% +0.281 pp | USD1.01 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 784.0K +— (+0.0%) | 791.8K -619.4K (-43.9%) | 2.65% -0.201 pp | 0.00% +0.000 pp | USD8.29 -87.8% | 22 qtrs — |
| 3 | UNION SQUARE PARK CAPITAL MANAGEMENT, LLC | 381.5K -68.5K (-15.2%) | 385.4K -424.6K (-52.4%) | 1.29% -0.347 pp | 0.19% -0.103 pp | USD1.80 -43.9% | 2 qtrs — |
| 4 | AMG NATIONAL TRUST BANK | 207.6K +— (+0.0%) | 209.7K -164.0K (-43.9%) | 0.70% -0.053 pp | 0.00% -0.004 pp | USD1.30 -22.3% | 9 qtrs — |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 206.2K +32.6K (+18.8%) | 208.4K -104.4K (-33.4%) | 0.70% +0.066 pp | 0.00% +0.000 pp | USD8.46 -88.1% | 22 qtrs — |
| 6 | ARISTIDES CAPITAL LLC | 161.4K -38.6K (-19.3%) | 163.0K -197.0K (-54.7%) | 0.55% -0.182 pp | 0.03% -0.023 pp | USD1.80 -43.9% | 2 qtrs — |
| 7 | CITADEL ADVISORS LLC | 95.5K +47.2K (+97.7%) | 96.5K +9.5K (+10.9%) | 0.32% +0.147 pp | 0.00% +0.000 pp | USD1.41 -28.4% | 21 qtrs — |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 85.5K -9.3K (-9.8%) | 86.4K -84.3K (-49.4%) | 0.29% -0.056 pp | 0.00% 0.000 pp | USD3.23 -68.7% | 15 qtrs — |
| 9 | GOLDMAN SACHS GROUP INC | 71.1K +1.3K (+1.8%) | 71.9K -53.9K (-42.9%) | 0.24% -0.014 pp | 0.00% +0.000 pp | USD1.53 -34.0% | 3 qtrs — |
| 10 | JB CAPITAL PARTNERS LP | 69.9K +— (+0.0%) | 70.6K -55.2K (-43.9%) | 0.24% -0.018 pp | 0.01% -0.009 pp | USD1.85 -45.4% | 7 qtrs — |
| 11 | JANE STREET GROUP, LLC | 67.1K -91.5K (-57.7%) | 67.7K -217.7K (-76.3%) | 0.23% -0.350 pp | 0.00% +0.000 pp | USD1.80 -43.9% | 4 qtrs — |
| 12 | XTX TOPCO LTD | 63.7K +13.9K (+27.9%) | 64.4K -25.3K (-28.2%) | 0.22% +0.034 pp | 0.00% -0.003 pp | USD1.63 -38.0% | 7 qtrs — |
| 13 | GSA CAPITAL PARTNERS LLP | 53.2K +53.2K (+100.0%) | 54.0K +54.0K (+100.0%) | 0.18% +0.180 pp | 0.00% +0.005 pp | USD1.01 +0.0% | 1 qtrs NEW |
| 14 | HRT FINANCIAL LP | 49.3K -24.5K (-33.2%) | 49.0K -83.0K (-62.9%) | 0.17% -0.102 pp | 0.00% 0.000 pp | USD1.80 -43.9% | 2 qtrs — |
| 15 | STATE STREET CORP | 48.3K +— (+0.0%) | 48.8K -38.2K (-43.9%) | 0.16% -0.012 pp | 0.00% +0.000 pp | USD10.82 -90.7% | 22 qtrs — |
| 16 | BLACKROCK, INC. | 43.9K -288.0 (-0.7%) | 44.4K -35.2K (-44.3%) | 0.15% -0.012 pp | 0.00% +0.000 pp | USD2.57 -60.7% | 6 qtrs — |
| 17 | REQUISITE CAPITAL MANAGEMENT, LLC | 38.6K +— (+0.0%) | 39.0K -30.5K (-43.9%) | 0.13% -0.010 pp | 0.01% -0.004 pp | USD1.53 -34.0% | 5 qtrs — |
| 18 | NORTHERN TRUST CORP | 34.7K +19.4K (+126.5%) | 35.0K +7.5K (+27.1%) | 0.12% +0.062 pp | 0.00% +0.000 pp | USD3.23 -68.7% | 22 qtrs — |
| 19 | TWO SIGMA INVESTMENTS, LP | 34.2K +34.2K (+100.0%) | 34.5K +34.5K (+100.0%) | 0.12% +0.116 pp | 0.00% +0.000 pp | USD1.01 +0.0% | 1 qtrs NEW |
| 20 | ORG PARTNERS LLC | 29.4K +29.4K (+100.0%) | 29.7K +29.7K (+100.0%) | 0.10% +0.100 pp | 0.01% +0.005 pp | USD1.01 +0.0% | 1 qtrs NEW |
| 21 | UBS GROUP AG | 23.8K +22.7K (+2,048.4%) | 24.0K +22.0K (+1,105.3%) | 0.08% +0.076 pp | 0.00% +0.000 pp | USD1.05 -3.8% | 22 qtrs — |
| 22 | PRUDENTIAL FINANCIAL INC | 22.0K +3.8K (+20.9%) | 22.2K -10.5K (-32.2%) | 0.07% +0.008 pp | 0.00% +0.000 pp | USD1.11 -9.0% | 5 qtrs — |
| 23 | TWO SIGMA ADVISERS, LP | 20.8K +20.8K (+100.0%) | 21.0K +21.0K (+100.0%) | 0.07% +0.070 pp | 0.00% +0.000 pp | USD1.01 +0.0% | 1 qtrs NEW |
| 24 | RAYMOND JAMES FINANCIAL INC | 20.1K +— (+0.0%) | 20.3K -15.9K (-43.9%) | 0.07% -0.005 pp | 0.00% +0.000 pp | USD1.53 -34.0% | 5 qtrs — |
| 25 | SIMPLEX TRADING, LLC | 12.9K +9.9K (+324.1%) | 13.0K +8.0K (+160.9%) | 0.04% +0.033 pp | 0.00% +0.000 pp | USD1.09 -7.3% | 14 qtrs — |
| 26 | SAPIENT CAPITAL LLC | 12.5K +— (+0.0%) | 13.0K -10.5K (-44.7%) | 0.04% -0.003 pp | 0.00% 0.000 pp | USD2.59 -61.0% | 6 qtrs — |
| 27 | TEAMWORK FINANCIAL ADVISORS, LLC | 12.4K +— (+0.0%) | 12.5K -9.8K (-43.9%) | 0.04% -0.003 pp | 0.00% -0.001 pp | USD36.22 -97.2% | 21 qtrs — |
| 28 | MORGAN STANLEY | 7.5K -673.0 (-8.2%) | 7.6K -7.1K (-48.5%) | 0.03% -0.004 pp | 0.00% +0.000 pp | USD2.56 -60.5% | 22 qtrs — |
| 29 | TOWER RESEARCH CAPITAL LLC (TRC) | 7.0K +4.0K (+131.3%) | 7.1K +1.6K (+29.8%) | 0.02% +0.013 pp | 0.00% +0.000 pp | USD1.13 -10.6% | 22 qtrs — |
| 30 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.4K +4.4K (+100.0%) | 4.4K +4.4K (+100.0%) | 0.01% +0.015 pp | 0.00% +0.000 pp | USD1.01 +0.0% | 1 qtrs NEW |
| 31 | ROTHSCHILD INVESTMENT LLC | 1.0K +— (+0.0%) | 1.0K -790.0 (-43.9%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD3.59 -71.9% | 9 qtrs — |
| 32 | SUNBELT SECURITIES, INC. | 625.00 +— (+0.0%) | 631.00 -494.0 (-43.9%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD1.53 -34.0% | 5 qtrs — |
| 33 | ADVISOR GROUP HOLDINGS, INC. | 250.00 +— (+0.0%) | 252.00 -218.0 (-46.4%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD1.43 -29.4% | 9 qtrs — |
| 34 | BANK OF AMERICA CORP /DE/ | 185.00 +45.0 (+32.1%) | 187.00 -65.0 (-25.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.37 -26.3% | 9 qtrs — |
| 35 | US BANCORP \DE\ | 102.00 +— (+0.0%) | 103.00 -81.0 (-44.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD20.45 -95.1% | 20 qtrs — |
| 36 | BARCLAYS PLC | 72.00 +— (+0.0%) | 73.00 -113.0 (-60.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.53 -34.0% | 11 qtrs — |
| 37 | SBI SECURITIES CO., LTD. | 20.00 +— (+0.0%) | 20.00 -16.0 (-44.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.45 -30.3% | 5 qtrs — |
| 38 | BNP PARIBAS ARBITRAGE, SNC | 2.00 +— (+0.0%) | 2.00 -2.0 (-50.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.50 -32.7% | 5 qtrs — |
| 39 | BOOTHBAY FUND MANAGEMENT, LLC | — -11.2K (-100.0%) | — -20.1K (-100.0%) | 0.00% -0.041 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 40 | CENTIVA CAPITAL, LP | — -11.4K (-100.0%) | — -20.5K (-100.0%) | 0.00% -0.041 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 41 | CITIGROUP INC | — -2.2K (-100.0%) | — -3.9K (-100.0%) | 0.00% -0.008 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 42 | VIRTU FINANCIAL LLC | — -33.9K (-100.0%) | — -61.0K (-100.0%) | 0.00% -0.124 pp | 0.00% -0.003 pp | USD— | 2 qtrs SOLD |
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | — -85.8K (-100.0%) | — -154.4K (-100.0%) | 0.00% -0.312 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 11 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Vanguard Extended Market ETF VXF | 0.00% | 106.5K | 0.05% |
| 2 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 653.55 | 0.03% |
| 3 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 1.8K | 0.17% |
| 4 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 132.55 | 0.17% |
| 5 | Vanguard Total Stock Market ETF VTI | 0.00% | 306.8K | 0.03% |
| 6 | Vanguard All-Equity ETF Portfolio VEQT.TO | 0.00% | 672.55 | 0.22% |
| 7 | Vanguard Growth ETF Portfolio VGRO.TO | 0.00% | 365.82 | 0.22% |
| 8 | Vanguard Balanced ETF Portfolio VBAL.TO | 0.00% | 147.98 | 0.22% |
| 9 | Vanguard Conservative ETF Portfolio VCNS.TO | 0.00% | 16.32 | 0.22% |
| 10 | Vanguard Conservative Income ETF Portfolio VCIP.TO | 0.00% | 2.29 | 0.22% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.33
Bearish
Ratio by volume
1.00
Neutral
Buys
1
Sells
3
Shares acquired
137.6K
Shares disposed
137.3K
Cash buys
—
Cash sales
—
Net activity
+298
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-26 | Fregenal Marco | Director / Officer | G-Gift | D | Common Stock | 39,342 | 0.00 | — | 1,419,703 | D | ↗ |
| 2026-02-09 | Muller Laura L. | Officer | A-Award | A | Performance Rights | 137,614 | 0.00 | — | 137,614 | D | ↗ |
| 2026-02-09 | Fregenal Marco | Director / Officer | G-Gift | D | Common Stock | 31,306 | 0.00 | — | 1,459,045 | D | ↗ |
| 2026-01-08 | Fregenal Marco | Director / Officer | G-Gift | D | Common Stock | 66,668 | 0.00 | — | 1,490,351 | D | ↗ |
| 2025-12-31 | Fregenal Marco | Director / Officer | A-Award | A | Common Stock | 42,079 | 1.01 | 42.5K | 1,557,019 | D | ↗ |
| 2025-12-23 | Fregenal Marco | Director / Officer | G-Gift | D | Common Stock | 33,024 | 0.00 | — | 1,514,940 | D | ↗ |
| 2025-10-28 | Fregenal Marco | Director / Officer | G-Gift | D | Common Stock | 35,000 | 0.00 | — | 1,547,964 | D | ↗ |
| 2025-09-30 | Fregenal Marco | Director / Officer | A-Award | A | Common Stock | 23,611 | 1.80 | 42.5K | 1,582,964 | D | ↗ |
| 2025-08-28 | Harley Joshua | 10% Owner | S-Sale | A | Common Stock | 92,395 | 2.38 | 219.5K | 3,135,406 | D | ↗ |
| 2025-08-28 | Fregenal Marco | Director / Officer | G-Gift | D | Common Stock | 60,000 | 0.00 | — | 1,559,353 | D | ↗ |
| 2025-08-20 | Venable Jennifer B. | Director | A-Award | A | Common Stock | 82,645 | 0.00 | — | 152,284 | D | ↗ |
| 2025-08-20 | Rothstein Adam | Director | A-Award | A | Common Stock | 82,645 | 0.00 | — | 913,046 | D | ↗ |
| 2025-08-20 | Murray Stephen H. | Director | A-Award | A | Common Stock | 82,645 | 0.00 | — | 349,145 | D | ↗ |
| 2025-08-20 | Hood David C. | Director | A-Award | A | Common Stock | 82,645 | 0.00 | — | 165,998 | D | ↗ |
| 2025-08-20 | Fregenal Marco | Director / Officer | A-Award | A | Performance Rights | 200,000 | 0.00 | — | 200,000 | D | ↗ |
| 2025-08-20 | Flanders Scott N | Director | A-Award | A | Common Stock | 82,645 | 0.00 | — | 1,576,641 | D | ↗ |
| 2025-07-29 | Fregenal Marco | Director / Officer | G-Gift | D | Common Stock | 52,147 | 0.00 | — | 1,619,353 | D | ↗ |
| 2025-07-23 | Harley Joshua | 10% Owner | S-Sale | D | Common Stock | 1,100 | 1.49 | 1.6K | 3,227,801 | D | ↗ |
| 2025-07-22 | Harley Joshua | 10% Owner | S-Sale | D | Common Stock | 81,691 | 1.59 | 129.6K | 3,228,901 | D | ↗ |
| 2025-07-21 | Harley Joshua | 10% Owner | S-Sale | D | Common Stock | 50,717 | 1.46 | 73.8K | 3,310,592 | D | ↗ |
| 2025-07-18 | Harley Joshua | 10% Owner | S-Sale | D | Common Stock | 22,883 | 1.32 | 30.1K | 3,361,309 | D | ↗ |
| 2025-07-17 | Harley Joshua | 10% Owner | S-Sale | D | Common Stock | 10,231 | 1.36 | 13.9K | 3,384,192 | D | ↗ |
| 2025-07-16 | Harley Joshua | 10% Owner | S-Sale | D | Common Stock | 34,478 | 1.33 | 46.0K | 3,394,423 | D | ↗ |
| 2025-07-03 | Giuggio Samantha | Officer | S-Sale | D | Common Stock | 2,146 | 1.38 | 3.0K | 102,543 | D | ↗ |
| 2025-05-07 | Fregenal Marco | Director / Officer | G-Gift | D | Common Stock | 70,000 | 0.00 | — | 1,671,500 | D | ↗ |
| 2025-04-23 | Fregenal Marco | Director / Officer | A-Award | A | Common Stock | 76,239 | 0.79 | 60.0K | 1,741,500 | D | ↗ |
| 2025-04-01 | Giuggio Samantha | Officer | S-Sale | D | Common Stock | 12,841 | 0.72 | 9.3K | 104,689 | D | ↗ |
| 2025-03-17 | Rothstein Adam | Director | A-Award | A | Common Stock | 56,117 | 0.00 | — | 830,401 | D | ↗ |
| 2025-03-17 | Prometheus Foundation | 10% Owner | — | — | Common Stock | 0 | 0.00 | — | 2,117,824 | D | ↗ |
| 2025-03-14 | Murray Stephen H. | Director | P-Purchase | A | Common Stock | 138,773 | 0.72 | 100.0K | 266,500 | D | ↗ |
| 2025-03-14 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 693,866 | 0.72 | 500.0K | 1,493,996 | D | ↗ |
| 2025-01-10 | Giuggio Samantha | Officer | S-Sale | D | Common Stock | 160 | 1.52 | 243.20 | 117,530 | D | ↗ |
| 2025-01-02 | Zach Joanne | Officer | S-Sale | D | Common Stock | 865 | 1.50 | 1.3K | 252,510 | D | ↗ |
| 2025-01-02 | Giuggio Samantha | Officer | S-Sale | D | Common Stock | 678 | 1.50 | 1.0K | 117,690 | D | ↗ |
| 2024-12-11 | Flanders Scott N | Director | G-Gift | D | Common Stock | 90,000 | 0.00 | — | 800,130 | D | ↗ |
| 2024-12-10 | Fregenal Marco | Officer | G-Gift | D | Common Stock | 70,000 | 0.00 | — | 1,465,261 | D | ↗ |
| 2024-12-10 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 5,487 | 1.95 | 10.7K | 890,130 | D | ↗ |
| 2024-11-27 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 20,000 | 1.95 | 39.0K | 884,643 | D | ↗ |
| 2024-11-26 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 20,000 | 1.95 | 39.0K | 864,643 | D | ↗ |
| 2024-11-25 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 1,041 | 1.85 | 1.9K | 844,643 | D | ↗ |
| 2024-11-22 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 18,914 | 1.84 | 34.9K | 843,602 | D | ↗ |
| 2024-11-15 | Venable Jennifer B. | Director | P-Purchase | A | Common Stock | 5,248 | 1.86 | 9.8K | 69,639 | D | ↗ |
| 2024-11-15 | Hood David C. | Director | P-Purchase | A | Common Stock | 5,000 | 1.86 | 9.3K | 83,353 | D | ↗ |
| 2024-11-15 | Fregenal Marco | Director / Officer | A-Award | A | Common Stock | 200,000 | 0.00 | — | 1,665,261 | D | ↗ |
| 2024-11-14 | Murray Stephen H. | Director | P-Purchase | A | Common Stock | 20,000 | 1.95 | 39.0K | 127,727 | D | ↗ |
| 2024-11-14 | Fregenal Marco | Director / Officer | P-Purchase | A | Common Stock | 29,500 | 1.94 | 57.2K | 1,535,261 | D | ↗ |
| 2024-11-05 | Zach Joanne | Officer | A-Award | A | Common Stock | 100,000 | 0.00 | — | 253,375 | D | ↗ |
| 2024-10-14 | Giuggio Samantha | Officer | A-Award | A | Common Stock | 7,318 | 0.00 | — | 118,368 | D | ↗ |
| 2024-10-14 | Fregenal Marco | Officer | A-Award | A | Common Stock | 54,499 | 0.00 | — | 1,505,761 | D | ↗ |
| 2024-09-25 | Flanders Scott N | Director | P-Purchase | A | Senior Secured Convertible Promissory Note | 0 | 4.25 | — | 0 | D | ↗ |
| 2024-09-13 | Harley Joshua | 10% Owner | G-Gift | D | Common Stock | 200,000 | 0.00 | — | 2,029,383 | — | ↗ |
| 2024-09-12 | Harley Joshua | 10% Owner | S-Sale | D | Common Stock | 100,000 | 2.85 | 285.0K | 2,229,383 | — | ↗ |
| 2024-09-12 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 100,000 | 2.85 | 285.0K | 824,688 | — | ↗ |
| 2024-09-09 | Fregenal Marco | Director / Officer | G-Gift | D | Common Stock | 60,000 | 0.00 | — | 1,451,262 | — | ↗ |
| 2024-08-19 | Venable Jennifer B. | Director | A-Award | A | Common Stock | 43,478 | 0.00 | — | 64,391 | — | ↗ |
| 2024-08-19 | Murray Stephen H. | Director | A-Award | A | Common Stock | 43,478 | 0.00 | — | 107,727 | — | ↗ |
| 2024-08-19 | Hood David C. | Director | A-Award | A | Common Stock | 43,478 | 0.00 | — | 78,353 | — | ↗ |
| 2024-08-19 | Gupta Ravila | Director | A-Award | A | Common Stock | 43,478 | 0.00 | — | 60,333 | — | ↗ |
| 2024-08-19 | Flanders Scott N | Director | A-Award | A | Common Stock | 43,478 | 0.00 | — | 724,688 | — | ↗ |
| 2024-07-05 | Giuggio Samantha | Officer | S-Sale | D | Common Stock | 14 | 1.70 | 23.83 | 98,973 | — | ↗ |
| 2024-06-10 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 10,000 | 1.86 | 18.6K | 681,210 | — | ↗ |
| 2024-06-07 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 15,832 | 1.89 | 30.0K | 671,210 | — | ↗ |
| 2024-06-06 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 31,115 | 1.83 | 57.0K | 655,378 | — | ↗ |
| 2024-06-05 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 9,400 | 1.79 | 16.8K | 624,263 | — | ↗ |
| 2024-06-04 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 5,411 | 1.74 | 9.4K | 614,863 | — | ↗ |
| 2024-06-03 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 7,237 | 1.75 | 12.6K | 609,452 | — | ↗ |
| 2024-05-29 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 700 | 1.75 | 1.2K | 602,215 | — | ↗ |
| 2024-05-24 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 3,066 | 1.70 | 5.2K | 601,515 | — | ↗ |
| 2024-05-23 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 2,114 | 1.53 | 3.2K | 598,449 | — | ↗ |
| 2024-05-22 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 25,000 | 1.65 | 41.3K | 596,335 | — | ↗ |
| 2024-05-21 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 1,251 | 1.65 | 2.1K | 571,335 | — | ↗ |
| 2024-05-20 | Murray Stephen H. | Director | P-Purchase | A | Common Stock | 5,000 | 1.70 | 8.5K | 64,249 | — | ↗ |
| 2024-05-20 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 5,985 | 1.64 | 9.8K | 570,084 | — | ↗ |
| 2024-05-17 | Venable Jennifer B. | Director | P-Purchase | A | Common Stock | 2,900 | 1.70 | 4.9K | 20,913 | — | ↗ |
| 2024-05-17 | Murray Stephen H. | Director | P-Purchase | A | Common Stock | 11,950 | 1.62 | 19.4K | 46,199 | — | ↗ |
| 2024-05-17 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 19,999 | 1.70 | 34.0K | 564,099 | — | ↗ |
| 2024-05-16 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 23,000 | 1.56 | 35.8K | 544,100 | — | ↗ |
| 2024-05-15 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 25,000 | 1.49 | 37.3K | 521,100 | — | ↗ |
| 2024-05-14 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 25,000 | 1.49 | 37.4K | 496,100 | — | ↗ |
| 2024-05-13 | Hood David C. | Director | P-Purchase | A | Common Stock | 15,000 | 1.51 | 22.6K | 34,875 | — | ↗ |
| 2024-05-13 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 25,000 | 1.50 | 37.6K | 471,100 | — | ↗ |
| 2024-04-01 | Giuggio Samantha | Officer | A-Award | A | Common Stock | 4,634 | 0.00 | — | 111,050 | D | ↗ |
| 2024-03-31 | Giuggio Samantha | Officer | A-Award | A | Common Stock | 5,421 | 0.00 | — | 106,642 | D | ↗ |
| 2024-01-31 | Giuggio Samantha | Officer | A-Award | A | Common Stock | 2,248 | 0.00 | — | 101,221 | D | ↗ |
| 2023-12-29 | Harley Joshua | 10% Owner | Z-Trust | A | Common Stock | 10,346 | 0.00 | — | 2,073,378 | — | ↗ |
| 2023-12-15 | Harley Joshua | 10% Owner | G-Gift | D | Common Stock | 37,038 | 0.00 | — | 2,329,383 | — | ↗ |
| 2023-12-14 | Murray Stephen H. | Director | P-Purchase | A | Common Stock | 18,817 | 2.66 | 50.1K | 34,249 | — | ↗ |
| 2023-12-05 | Harley Joshua | 10% Owner | S-Sale | D | Common Stock | 1,000,000 | 2.00 | 2.00M | 2,366,421 | — | ↗ |
| 2023-12-05 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 300,000 | 2.00 | 600.0K | 446,100 | — | ↗ |
| 2023-09-13 | Venable Jennifer B. | Director | P-Purchase | A | Common Stock | 2,000 | 4.99 | 10.0K | 18,013 | — | ↗ |
| 2023-09-12 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 3,381 | 5.03 | 17.0K | 3,366,421 | — | ↗ |
| 2023-09-11 | Harley Joshua | Director / Officer / 10% Owner | A-Award | A | Common Stock | 225,000 | 0.00 | — | 3,376,907 | — | ↗ |
| 2023-09-11 | Fregenal Marco | Director / Officer | A-Award | A | Common Stock | 175,000 | 0.00 | — | 1,511,262 | — | ↗ |
| 2023-09-08 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 5,900 | 5.53 | 32.6K | 3,371,007 | — | ↗ |
| 2023-09-06 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 4,700 | 6.08 | 28.6K | 3,151,907 | — | ↗ |
| 2023-09-05 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 300 | 6.30 | 1.9K | 3,156,607 | — | ↗ |
| 2023-08-29 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 804 | 6.40 | 5.1K | 3,156,907 | — | ↗ |
| 2023-08-28 | Venable Jennifer B. | Director | A-Award | A | Common Stock | 15,432 | 0.00 | — | 16,013 | — | ↗ |
| 2023-08-28 | Sampson Glenn A. | Director | A-Award | A | Common Stock | 15,432 | 0.00 | — | 1,549,518 | — | ↗ |
| 2023-08-28 | Murray Stephen H. | Director | A-Award | A | Common Stock | 15,432 | 0.00 | — | 15,432 | — | ↗ |
| 2023-08-28 | Hood David C. | Director | A-Award | A | Common Stock | 15,432 | 0.00 | — | 19,875 | — | ↗ |
| 2023-08-28 | Gupta Ravila | Director | A-Award | A | Common Stock | 15,432 | 0.00 | — | 16,855 | — | ↗ |
| 2023-08-28 | Flanders Scott N | Director | A-Award | A | Common Stock | 15,432 | 0.00 | — | 146,100 | — | ↗ |
| 2023-08-15 | Gupta Ravila | Director | P-Purchase | A | Common Stock | 1,002 | 7.04 | 7.1K | 1,423 | — | ↗ |
| 2023-08-15 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 17,500 | 7.13 | 124.9K | 130,668 | — | ↗ |
| 2023-08-14 | Gupta Ravila | Director | P-Purchase | A | Common Stock | 421 | 6.85 | 2.9K | 421 | — | ↗ |
| 2023-07-05 | Murray Stephen H. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-08 | Fregenal Marco | Director / Officer | G-Gift | D | Common Stock | 25,000 | 0.00 | — | 1,336,262 | — | ↗ |
| 2023-05-19 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 15,000 | 6.01 | 90.1K | 113,168 | — | ↗ |
| 2023-05-18 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 200 | 5.98 | 1.2K | 98,168 | — | ↗ |
| 2023-05-16 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 1,041 | 5.75 | 6.0K | 97,968 | — | ↗ |
| 2023-05-15 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 2,000 | 5.74 | 11.5K | 96,927 | — | ↗ |
| 2023-05-12 | Sampson Glenn A. | Director | S-Sale | D | Common Stock | 10,000 | 5.59 | 55.9K | 1,534,086 | — | ↗ |
| 2023-05-12 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 14,737 | 5.63 | 83.0K | 94,927 | — | ↗ |
| 2023-03-31 | Harley Joshua | Director / Officer / 10% Owner | A-Award | A | Common Stock | 58,824 | 0.00 | — | 3,146,195 | — | ↗ |
| 2023-03-31 | Giuggio Samantha | Officer | A-Award | A | Common Stock | 23,826 | 0.00 | — | 98,987 | — | ↗ |
| 2023-03-31 | Fregenal Marco | Director / Officer | A-Award | A | Common Stock | 29,412 | 0.00 | — | 1,361,262 | — | ↗ |
| 2023-01-03 | Harley Joshua | Director / Officer / 10% Owner | A-Award | A | Common Stock | 58,140 | 0.00 | — | 3,087,371 | — | ↗ |
| 2023-01-03 | Giuggio Samantha | Officer | A-Award | A | Common Stock | 15,689 | 0.00 | — | 75,161 | — | ↗ |
| 2023-01-03 | Fregenal Marco | Director / Officer | A-Award | A | Common Stock | 52,147 | 0.00 | — | 1,331,850 | — | ↗ |
| 2022-12-31 | Harley Joshua | Director / Officer / 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 2,063,032 | — | ↗ |
| 2022-12-15 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 6,448 | 5.82 | 37.5K | 80,190 | — | ↗ |
| 2022-12-14 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 6,538 | 5.93 | 38.8K | 73,742 | — | ↗ |
| 2022-12-12 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 9,002 | 5.74 | 51.7K | 67,204 | — | ↗ |
| 2022-12-09 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 7,536 | 5.75 | 43.3K | 58,202 | — | ↗ |
| 2022-12-06 | Harley Joshua | Officer | P-Purchase | A | Common Stock | 18,000 | 5.44 | 97.8K | 2,983,555 | — | ↗ |
| 2022-12-02 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 2,475 | 4.98 | 12.3K | 50,666 | — | ↗ |
| 2022-12-01 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 100 | 5.00 | 500.00 | 48,191 | — | ↗ |
| 2022-11-30 | Flanders Scott N | Director | P-Purchase | A | Common Stock | 38,091 | 4.75 | 180.9K | 48,091 | — | ↗ |
| 2022-11-29 | Fregenal Marco | Officer | G-Gift | D | Common Stock | 73,000 | 0.00 | — | 1,093,080 | — | ↗ |
| 2022-09-30 | Harley Joshua | Director / Officer / 10% Owner | A-Award | A | Common Stock | 47,170 | 0.00 | — | 3,029,231 | — | ↗ |
| 2022-09-30 | Giuggio Samantha | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 59,472 | — | ↗ |
| 2022-09-30 | Fregenal Marco | Director / Officer | A-Award | A | Common Stock | 23,585 | 0.00 | — | 1,157,609 | — | ↗ |
| 2022-08-12 | Venable Jennifer B. | Director | A-Award | A | Stock Option (Right to Buy) | 13,078 | 8.22 | 107.5K | 13,078 | — | ↗ |
| 2022-08-12 | Sampson Glenn A. | Director | A-Award | A | Stock Option (Right to Buy) | 13,078 | 0.00 | — | 13,078 | — | ↗ |
| 2022-08-12 | Hood David C. | Director | A-Award | A | Stock Option (Right to Buy) | 13,078 | 8.22 | 107.5K | 13,078 | — | ↗ |
| 2022-08-12 | Gupta Ravila | Director | A-Award | A | Stock Option (Right to Buy) | 13,078 | 0.00 | — | 13,078 | — | ↗ |
| 2022-08-12 | Flanders Scott N | Director | A-Award | A | Stock Option (Right to Buy) | 13,078 | 0.00 | — | 13,078 | — | ↗ |
| 2022-08-12 | Bennett Christopher D. | Director | A-Award | A | Stock Option (Right to Buy) | 13,078 | 0.00 | — | 13,078 | — | ↗ |
| 2022-07-01 | Giuggio Samantha | Officer | A-Award | A | Common Stock | 565 | 0.00 | — | 49,472 | — | ↗ |
| 2022-07-01 | Fregenal Marco | Director / Officer | A-Award | A | Common Stock | 25,000 | 0.00 | — | 1,134,024 | — | ↗ |
| 2022-06-30 | Harley Joshua | Director / Officer / 10% Owner | A-Award | A | Common Stock | 31,888 | 0.00 | — | 2,982,061 | — | ↗ |
| 2022-06-30 | Fregenal Marco | Director / Officer | A-Award | A | Common Stock | 15,944 | 0.00 | — | 1,109,024 | — | ↗ |
| 2022-06-07 | Fregenal Marco | Officer | G-Gift | D | Common Stock | 15,000 | 0.00 | — | 1,136,080 | — | ↗ |
| 2022-04-01 | Harley Joshua | Director / Officer / 10% Owner | A-Award | A | Common Stock | 29,616 | 0.00 | — | 2,965,555 | — | ↗ |
| 2022-04-01 | Giuggio Samantha | Officer | A-Award | A | Common Stock | 12,340 | 0.00 | — | 48,907 | — | ↗ |
| 2022-04-01 | Fregenal Marco | Director / Officer | A-Award | A | Common Stock | 24,680 | 0.00 | — | 1,151,080 | — | ↗ |
| 2021-12-31 | Harley Joshua | Director / Officer / 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 2,063,032 | — | ↗ |
| 2021-12-15 | Venable Jennifer B. | Director | P-Purchase | A | Common Stock | 581 | 17.13 | 10.0K | 581 | — | ↗ |
| 2021-12-15 | Giuggio Samantha | Officer | P-Purchase | A | Common Stock | 582 | 17.29 | 10.1K | 5,421 | — | ↗ |
| 2021-12-15 | Bennett Christopher D. | Director | P-Purchase | A | Common Stock | 1,100 | 17.73 | 19.5K | 1,100 | — | ↗ |
| 2021-12-07 | Sampson Glenn A. | Director | S-Sale | D | Common Stock | 4,843 | 20.97 | 101.6K | 1,544,086 | — | ↗ |
| 2021-12-01 | Harley Joshua | Director / Officer / 10% Owner | A-Award | A | Common Stock | 18,443 | 0.00 | — | 2,935,939 | — | ↗ |
| 2021-12-01 | Fregenal Marco | Director / Officer | A-Award | A | Common Stock | 9,222 | 0.00 | — | 1,126,400 | — | ↗ |
| 2021-11-22 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 200,000 | 24.13 | 4.83M | 2,937,035 | — | ↗ |
| 2021-11-22 | Fregenal Marco | Director / Officer | S-Sale | D | Common Stock | 150,000 | 24.13 | 3.62M | 1,114,965 | — | ↗ |
| 2021-11-10 | Sampson Glenn A. | Director / 10% Owner | S-Sale | D | Common Stock | 1,207 | 26.52 | 32.0K | 1,548,929 | — | ↗ |
| 2021-11-09 | Sampson Glenn A. | Director / 10% Owner | S-Sale | D | Common Stock | 2,460 | 26.90 | 66.2K | 1,550,136 | — | ↗ |
| 2021-10-11 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 2,598 | 22.35 | 58.1K | 3,138,935 | — | ↗ |
| 2021-10-08 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 1,900 | 24.28 | 46.1K | 3,141,533 | — | ↗ |
| 2021-10-07 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 7,578 | 25.17 | 190.7K | 3,143,433 | — | ↗ |
| 2021-10-06 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 2,073 | 24.72 | 51.2K | 3,151,011 | — | ↗ |
| 2021-10-05 | Sampson Glenn A. | Director / 10% Owner | S-Sale | D | Common Stock | 3,887 | 25.65 | 99.7K | 1,552,596 | — | ↗ |
| 2021-10-05 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 5,486 | 25.49 | 139.8K | 3,153,084 | — | ↗ |
| 2021-09-09 | Fregenal Marco | Director / Officer | S-Sale | D | Common Stock | 6,421 | 28.66 | 184.0K | 1,264,965 | — | ↗ |
| 2021-09-08 | Fregenal Marco | Director / Officer | S-Sale | D | Common Stock | 1,239 | 28.40 | 35.2K | 1,271,386 | — | ↗ |
| 2021-09-07 | Sampson Glenn A. | Director / 10% Owner | S-Sale | D | Common Stock | 3,439 | 28.73 | 98.8K | 1,556,483 | — | ↗ |
| 2021-09-07 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 6,581 | 28.63 | 188.4K | 3,158,570 | — | ↗ |
| 2021-09-03 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 4,792 | 29.04 | 139.2K | 3,165,151 | — | ↗ |
| 2021-09-02 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 2,627 | 29.35 | 77.1K | 3,169,943 | — | ↗ |
| 2021-09-01 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 6,994 | 29.33 | 205.1K | 3,172,570 | — | ↗ |
| 2021-08-20 | Fregenal Marco | Director / Officer | S-Sale | D | Common Stock | 64 | 27.37 | 1.8K | 1,272,625 | — | ↗ |
| 2021-08-19 | Fregenal Marco | Director / Officer | S-Sale | D | Common Stock | 6,031 | 26.41 | 159.3K | 1,279,294 | — | ↗ |
| 2021-08-18 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 1 | 26.45 | 26.45 | 3,179,564 | — | ↗ |
| 2021-08-18 | Fregenal Marco | Director / Officer | S-Sale | D | Common Stock | 2,480 | 25.71 | 63.8K | 1,285,325 | — | ↗ |
| 2021-08-17 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 800 | 26.46 | 21.2K | 3,183,114 | — | ↗ |
| 2021-08-16 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 1,155 | 27.77 | 32.1K | 3,183,914 | — | ↗ |
| 2021-08-13 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 1,475 | 31.81 | 46.9K | 3,185,069 | — | ↗ |
| 2021-08-12 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 3,367 | 32.43 | 109.2K | 3,206,943 | — | ↗ |
| 2021-08-11 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 1,010 | 28.63 | 28.9K | 3,210,410 | — | ↗ |
| 2021-08-03 | Sampson Glenn A. | Director / 10% Owner | S-Sale | D | Common Stock | 3,801 | 26.03 | 98.9K | 1,559,922 | — | ↗ |
| 2021-07-21 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 2,324 | 27.66 | 64.3K | 3,211,420 | — | ↗ |
| 2021-07-20 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 2,705 | 27.13 | 73.4K | 3,217,655 | — | ↗ |
| 2021-07-19 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 2,460 | 26.60 | 65.4K | 3,220,360 | — | ↗ |
| 2021-07-16 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 3,191 | 26.15 | 83.4K | 3,222,820 | — | ↗ |
| 2021-07-15 | Sampson Glenn A. | Director / 10% Owner | G-Gift | D | Common Stock | 726,064 | 0.00 | — | 1,563,723 | — | ↗ |
| 2021-07-15 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 200 | 27.01 | 5.4K | 3,226,011 | — | ↗ |
| 2021-07-14 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 3,733 | 27.90 | 104.2K | 3,227,944 | — | ↗ |
| 2021-07-09 | Fregenal Marco | Director / Officer | S-Sale | D | Common Stock | 718 | 32.41 | 23.3K | 1,287,805 | — | ↗ |
| 2021-07-08 | Fregenal Marco | Director / Officer | S-Sale | D | Common Stock | 1,200 | 32.12 | 38.5K | 1,293,059 | — | ↗ |
| 2021-07-07 | Fregenal Marco | Director / Officer | S-Sale | D | Common Stock | 6,088 | 31.84 | 193.8K | 1,294,259 | — | ↗ |
| 2021-07-02 | Harley Joshua | Director / Officer / 10% Owner | A-Award | A | Common Stock | 4,426 | 0.00 | — | 2,917,496 | — | ↗ |
| 2021-07-02 | Giuggio Samantha | Officer | A-Award | A | Common Stock | 30 | 0.00 | — | 36,567 | — | ↗ |
| 2021-07-02 | Fregenal Marco | Director / Officer | A-Award | A | Common Stock | 2,213 | 0.00 | — | 1,117,178 | — | ↗ |
| 2021-06-29 | Sampson Glenn A. | Director / 10% Owner | S-Sale | D | Common Stock | 2,777 | 33.88 | 94.1K | 2,289,887 | — | ↗ |
| 2021-06-15 | Hood David C. | Director | M-Exempt | A | Common Stock | 8,486 | 4.71 | 40.0K | 8,486 | — | ↗ |
| 2021-06-10 | Sampson Glenn A. | Director / 10% Owner | S-Sale | D | Common Stock | 1,566 | 31.95 | 50.0K | 2,292,749 | — | ↗ |
| 2021-06-10 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 261 | 32.52 | 8.5K | 3,231,677 | — | ↗ |
| 2021-06-09 | Sampson Glenn A. | Director / 10% Owner | S-Sale | D | Common Stock | 3,612 | 32.51 | 117.4K | 2,294,315 | — | ↗ |
| 2021-06-09 | Harley Joshua | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 8,770 | 32.51 | 285.1K | 3,235,865 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-72.7K
Shares Outstanding
32.78M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Marco Fregenal Chief Executive Officer, Chief Financial Officer and Principal Executive Officer and Principal Financial Officer | 400.0K | — | 956.4K | — | — | 14.6K | 1.37M | 69.76% | ↗ |
| 2 | 2024 | Joanne Zach Chief Financial Officer, Principal Financial Officer | 335.3K | 100.0K | 89.9K | — | — | 9.5K | 534.7K | 16.82% | ↗ |
| 3 | 2024 | Samantha Giuggio Chief Broker Operations Officer | 251.6K | 60.0K | 101.7K | — | — | 28.1K | 441.4K | 23.04% | ↗ |
| 4 | 2023 | Joshua Harley Former Chief Executive Officer, Principal Executive Officer | 500.0K | — | 1.21M | — | — | 13.9K | 1.73M | 70.24% | ↗ |
| 5 | 2023 | Marco Fregenal Chief Executive Officer, Chief Financial Officer and Principal Executive Officer and Principal Financial Officer | 264.6K | — | 943.3K | — | — | 14.5K | 1.22M | 77.17% | ↗ |
| 6 | 2023 | Samantha Giuggio Chief Broker Operations Officer | 260.1K | — | 25.5K | — | — | 27.3K | 312.9K | 8.13% | ↗ |
| 7 | 2022 | Joshua Harley Former Chief Executive Officer, Principal Executive Officer | 500.0K | 442.0K | 1.00M | — | — | 18.0K | 1.96M | 51.02% | ↗ |
| 8 | 2022 | Joshua Harley Chief Executive Officer, Principal Executive Officer | 500.0K | 442.0K | 1.00M | — | — | 18.0K | 1.96M | 51.02% | ↗ |
| 9 | 2022 | Marco Fregenal Chief Financial Officer and Principal Financial Officer | 383.8K | — | 1.03M | — | — | 15.9K | 1.41M | 72.81% | ↗ |
| 10 | 2022 | Marco Fregenal Chief Executive Officer, Chief Financial Officer and Principal Executive Officer and Principal Financial Officer | 383.8K | — | 1.03M | — | — | 15.9K | 1.41M | 72.81% | ↗ |
| 11 | 2022 | Samantha Giuggio Chief Broker Operations Officer | 265.5K | — | 219.2K | — | — | 14.0K | 498.7K | 43.96% | ↗ |
| 12 | 2021 | Joshua Harley Chief Executive Officer, Principal Executive Officer | 350.0K | 377.7K | 880.6K | — | — | 11.8K | 1.62M | 54.36% | ↗ |
| 13 | 2021 | Marco Fregenal Chief Financial Officer and Principal Financial Officer | 350.0K | 477.7K | 558.0K | — | — | 22.7K | 1.41M | 39.62% | ↗ |
| 14 | 2021 | Samantha Giuggio Chief Broker Operations Officer | 250.0K | 100.0K | 101.1K | — | — | 26.8K | 477.9K | 21.15% | ↗ |
| 15 | 2021 | Samantha Giuggio Chief Operating Officer | 250.0K | — | 2.00 | — | — | 7.00 | 377.9K | 0.00% | ↗ |
| 16 | 2020 | Marco Fregenal Chief Financial Officer and Principal Financial Officer | 335.4K | 283.9K | — | — | — | 6.00 | 635.2K | 0.00% | ↗ |
| 17 | 2020 | Joshua Harley Chief Executive Officer, Principal Executive Officer | 350.0K | 271.2K | — | — | — | 4.00 | 627.4K | 0.00% | ↗ |
| 18 | 2020 | Samantha Giuggio Chief Broker Operations Officer | 189.1K | 1.5K | 150.0K | — | — | 7.00 | 372.1K | 40.32% | ↗ |
| 19 | 2020 | Samantha Giuggio Chief Operating Officer | 189.1K | 1.5K | 2.00 | — | — | 8.00 | 372.1K | 0.00% | ↗ |
| 20 | 2019 | Joshua Harley Chief Executive Officer, Principal Executive Officer | 350.0K | 176.1K | — | — | — | 3.00 | 537.2K | 0.00% | ↗ |
| 21 | 2019 | Marco Fregenal Chief Financial Officer and Principal Financial Officer | 350.0K | 151.1K | — | — | — | 5.00 | 517.4K | 0.00% | ↗ |
| 22 | 2019 | Samantha Giuggio Chief Broker Operations Officer | 177.0K | — | 75.0K | — | — | 9.00 | 269.7K | 27.81% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Joshua Harley | Founder & Chief Evangelist | 513.9K | male |
| Marco Fregenal | Chief Executive Officer, President, Principal Financial Officer, Principal Accounting Officer & Director | 427.0K | male |
| Laura Muller | President of Fathom Realty & Chief Operating Officer | 339.7K | female |
| Lori Muller | President of Fathom Realty & Chief Operating Officer | 339.7K | female |
| Monica Schroeder | President of Verus Title, Inc. | — | female |
| Jon Gwin | Chief Revenue Officer. | — | male |
| Daniel Weinmann | Vice President of Finance | — | — |
ESG Rating
ESG Score History REAL ESTATE - SERVICES
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for FTHM
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
