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First Watch Restaurant Group, Inc. (FWRG)
USD12.53
+0.39 (+3.17%)
US NASDAQ Consumer Cyclical Restaurants
Address
8725 Pendery Place 34201
Bradenton, FL, US
Bradenton, FL, US
CEO
Christopher A. Tomasso
Website
firstwatch.com
IPO
2021-10-01
CIK 1789940 ISIN US33748L1017
Description
First Watch Restaurant Group, Inc. oversees and licenses restaurant operations under the First Watch brand. As of March 23, 2022, its extensive presence included 341 company-owned eateries and 94 franchised outlets, operating across 28 U.S. states. The enterprise, established in 1983 with its main office in Bradenton, Florida, previously traded as AI Fresh Super Holdco, Inc. before changing its designation to First Watch Restaurant Group, Inc. in December 2019.
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
USD12.53
+0.39 (+3.17%)
Loading historical data…
Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
1.06
Float Shares
60.28M
Free Float %
97.8%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.83% | -6.43% | -1.13% | -27.75% | -33.20% | -24.73% | -32.24% | -33.59% | -48.71% | -48.71% | -48.71% |
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 (15 ratings, all time)
Buy
Price Targets & DCF
Current price
12.53
Low
14.00
+11.8%
Consensus
17.33
+38.4%
Median
19.00
+51.7%
High
19.00
+51.7%
DCF (Levered)
3.72
-70.3%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
92% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 9 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
14.00
+11.8%
|
| Last Quarter | 2 |
16.50
+31.7%
|
| Last Year | 3 |
17.33
+38.4%
|
| All Time | 15 |
19.87
+58.6%
|
Quality scores
Altman Z-Score
1.03
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Restaurants: +7.4%+20.3% ★ Q1'26: +17.3% (vs Q1'25)
-
EPS growth Restaurants: +14.8%+3.3% Q1'26: -222.1% (vs Q1'25)
-
FCF margin FCF growth · Restaurants: +21.6%+1.7% ★ Q1'26: +1.5% (vs Q1'25)
-
EBIT margin Restaurants: +6.1%+2.8% Q1'26: +0.8% (vs Q1'25)
-
ROIC Restaurants: +6.2%+2.5% Q1'26: +0.6% (vs Q1'25)
-
Share dilution Restaurants: +0.0%+0.8% Q1'26: +0.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Restaurants: 0.72×6.80× Q1'26: 7.90× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 8 Rev. Ana. 5 EPS Ana. |
Dec 2027 8 Rev. Ana. 7 EPS Ana. |
Dec 2028 5 Rev. Ana. 2 EPS Ana. |
Dec 2029 3 Rev. Ana. 1 EPS Ana. |
Dec 2030 3 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
601.19M
est: 598.49M (+0.5%)
|
730.16M
est: 731.32M (-0.2%)
|
891.55M
est: 922.59M (-3.4%)
|
1.02B
est: 1.02B (0.0%)
|
1.22B
est: 1.22B (+0.0%)
|
1.39B
1.37B – 1.40B
+13.4% YoY
|
1.56B
1.54B – 1.58B
+12.4% YoY
|
1.77B
1.76B – 1.77B
+13.4% YoY
|
1.99B
1.95B – 2.01B
+12.3% YoY
|
2.24B
2.20B – 2.27B
+12.9% YoY
|
| EBITDA |
52.85M
est: 36.51M (+44.8%)
|
52.05M
est: 44.61M (+16.7%)
|
85.36M
est: 94.72M (-9.9%)
|
98.38M
est: 104.34M (-5.7%)
|
108.78M
est: 125.51M (-13.3%)
|
142.32M
140.26M – 143.35M
+13.4% YoY
|
160.02M
157.94M – 162.10M
+12.4% YoY
|
181.52M
180.87M – 182.17M
+13.4% YoY
|
203.89M
200.24M – 206.20M
+12.3% YoY
|
230.28M
226.15M – 232.88M
+12.9% YoY
|
| EBIT |
20.47M
est: 1.37M (+1,389.1%)
|
17.82M
est: 1.68M (+961.1%)
|
44.14M
est: 26.78M (+64.8%)
|
40.67M
est: 29.50M (+37.9%)
|
33.77M
est: 35.48M (-4.8%)
|
40.24M
39.65M – 40.53M
+13.4% YoY
|
45.24M
44.65M – 45.83M
+12.4% YoY
|
51.32M
51.14M – 51.51M
+13.4% YoY
|
57.65M
56.61M – 58.30M
+12.3% YoY
|
65.11M
63.94M – 65.84M
+12.9% YoY
|
| Net Income |
-2.11M
est: -2.59M (+18.7%)
|
6.91M
est: 11.06M (-37.5%)
|
25.39M
est: 24.43M (+3.9%)
|
18.93M
est: 20.58M (-8.0%)
|
19.43M
est: 9.86M (+97.1%)
|
9.41M
5.53M – 13.83M
-4.6% YoY
|
17.76M
8.52M – 24.90M
+88.8% YoY
|
23.72M
23.27M – 24.17M
+33.6% YoY
|
23.88M
23.32M – 24.23M
+0.7% YoY
|
30.16M
29.46M – 30.61M
+26.3% YoY
|
| SGA |
70.39M
est: 71.33M (-1.3%)
|
84.96M
est: 87.16M (-2.5%)
|
103.12M
est: 104.45M (-1.3%)
|
113.27M
est: 115.06M (-1.6%)
|
128.95M
est: 138.40M (-6.8%)
|
156.94M
154.67M – 158.08M
+13.4% YoY
|
176.46M
174.17M – 178.75M
+12.4% YoY
|
200.18M
199.46M – 200.90M
+13.4% YoY
|
224.85M
220.82M – 227.39M
+12.3% YoY
|
253.94M
249.40M – 256.81M
+12.9% YoY
|
| EPS |
-0.04
est: -0.04 (+3.7%)
|
0.12
est: 0.18 (-32.3%)
|
0.43
est: 0.39 (+10.5%)
|
0.31
est: 0.32 (-2.4%)
|
0.32
est: 0.15 (+110.4%)
|
0.18
0.09 – 0.22
+15.7% YoY
|
0.28
0.14 – 0.40
+59.9% YoY
|
0.38
0.37 – 0.38
+34.7% YoY
|
0.38
0.37 – 0.39
+0.2% YoY
|
0.48
0.47 – 0.49
+26.3% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-06 | Stephens & Co. | Overweight | Overweight | Maintain |
| 2026-05-05 | TD Cowen | Buy | Buy | Maintain |
| 2026-04-28 | DA Davidson | Buy | Buy | Maintain |
| 2026-04-20 | Benchmark | Buy | Buy | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B- | 2/5 | 2/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-08 | B- | 2/5 | 2/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-07 | B- | 2/5 | 2/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-06 | B- | 2/5 | 2/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-05 | B- | 2/5 | 2/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-04 | C+ | 2/5 | 2/5 | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-01 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-30 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-29 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-28 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-27 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-24 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-23 | C+ | 2/5 | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-22 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-21 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-20 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-17 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-16 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
181.27M
OE per share TTM
2.91
Owner's Yield
26.08%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
88.5%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
34
Total invested
75.36M
Insider transactions (90d)
0
Beneficial owners (>5%)
26
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Advent International Corporation | 46.74M | 79.20% | 46.74M | — | 46.74M | — | CO | Delaware | 2022-02-14 | ↗ |
| 2 | Advent International VIII, LLC | 46.74M | 79.20% | 46.74M | — | 46.74M | — | OO | Delaware | 2022-02-14 | ↗ |
| 3 | GPE VIII GP S.à.r.l. | 32.05M | 54.30% | 32.05M | — | 32.05M | — | CO | Delaware | 2022-02-14 | ↗ |
| 4 | GPE VIII GP Limited Partnership | 12.72M | 21.50% | 12.72M | — | 12.72M | — | PN | Delaware | 2022-02-14 | ↗ |
| 5 | Advent International GPE VIII-B Limited Partnership | 8.54M | 14.50% | 8.54M | — | 8.54M | — | PN | Delaware | 2022-02-14 | ↗ |
| 6 | Advent International GPE VIII-A Limited Partnership | 6.57M | 11.10% | 6.57M | — | 6.57M | — | PN | Delaware | 2022-02-14 | ↗ |
| 7 | Advent International GPE VIII-B-3 Limited Partnership | 3.54M | 6.00% | 3.54M | — | 3.54M | — | PN | Delaware | 2022-02-14 | ↗ |
| 8 | Advent International GPE VIII-H Limited Partnership | 3.13M | 5.30% | 3.13M | — | 3.13M | — | PN | Delaware | 2022-02-14 | ↗ |
| 9 | Advent International GPE VIII-B-1 Limited Partnership | 3.04M | 5.10% | 3.04M | — | 3.04M | — | PN | Delaware | 2022-02-14 | ↗ |
| 10 | Advent International GPE VIII-I Limited Partnership | 2.91M | 4.90% | 2.91M | — | 2.91M | — | PN | Delaware | 2022-02-14 | ↗ |
| 11 | Advent International GPE VIII-J Limited Partnership | 2.86M | 4.80% | 2.86M | — | 2.86M | — | PN | Delaware | 2022-02-14 | ↗ |
| 12 | Advent International GPE VIII Limited Partnership | 2.80M | 4.70% | 2.80M | — | 2.80M | — | PN | Delaware | 2022-02-14 | ↗ |
| 13 | Advent International GPE VIII-B-2 Limited Partnership | 2.27M | 3.80% | 2.27M | — | 2.27M | — | PN | Delaware | 2022-02-14 | ↗ |
| 14 | Advent International GPE VIII-G Limited Partnership | 2.25M | 3.80% | 2.25M | — | 2.25M | — | PN | Delaware | 2022-02-14 | ↗ |
| 15 | AP GPE VIII GP Limited Partnership | 1.98M | 3.30% | 1.98M | — | 1.98M | — | PN | Delaware | 2022-02-14 | ↗ |
| 16 | Advent International GPE VIII-C Limited Partnership | 1.40M | 2.40% | 1.40M | — | 1.40M | — | PN | Delaware | 2022-02-14 | ↗ |
| 17 | Advent International GPE VIII-K Limited Partnership | 1.34M | 2.30% | 1.34M | — | 1.34M | — | PN | Delaware | 2022-02-14 | ↗ |
| 18 | Advent International GPE VIII-E Limited Partnership | 1.33M | 2.30% | 1.33M | — | 1.33M | — | PN | Delaware | 2022-02-14 | ↗ |
| 19 | Advent International GPE VIII-L Limited Partnership | 1.22M | 2.10% | 1.22M | — | 1.22M | — | PN | Delaware | 2022-02-14 | ↗ |
| 20 | Advent International GPE VIII-D Limited Partnership | 1.19M | 2.00% | 1.19M | — | 1.19M | — | PN | Delaware | 2022-02-14 | ↗ |
| 21 | Advent Partners GPE VIII-B Cayman Limited Partnership | 1.02M | 1.70% | 1.02M | — | 1.02M | — | PN | Delaware | 2022-02-14 | ↗ |
| 22 | Advent Partners GPE VIII Cayman Limited Partnership | 644.4K | 1.10% | 644.4K | — | 644.4K | — | PN | Delaware | 2022-02-14 | ↗ |
| 23 | Advent International GPE VIII-F Limited Partnership | 353.7K | 0.60% | 353.7K | — | 353.7K | — | PN | Delaware | 2022-02-14 | ↗ |
| 24 | Advent Partners GPE VIII-A Limited Partnership | 124.2K | 0.20% | 124.2K | — | 124.2K | — | PN | Delaware | 2022-02-14 | ↗ |
| 25 | Advent Partners GPE VIII Limited Partnership | 103.4K | 0.20% | 103.4K | — | 103.4K | — | PN | Delaware | 2022-02-14 | ↗ |
| 26 | Advent Partners GPE VIII-A Cayman Limited Partnership | 86.0K | 0.10% | 86.0K | — | 86.0K | — | PN | Delaware | 2022-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
34
-178 vs prev Q
New positions
8
Closed positions
180
Increased
22
Reduced
8
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 | FMR LLC | 5.40M +2.9M (+112.2%) | 81.42M +41.6M (+104.6%) | 8.85% +4.677 pp | 0.00% +0.002 pp | USD15.98 -5.6% | 17 qtrs — |
| 2 | BLACKROCK, INC. | 3.73M +608.5K (+19.5%) | 56.23M +7.4M (+15.2%) | 6.11% +0.995 pp | 0.00% +0.000 pp | USD15.82 -4.7% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 3.32M +432.6K (+15.0%) | 50.08M +4.9M (+10.9%) | 5.44% +0.707 pp | 0.00% +0.000 pp | USD16.97 -11.1% | 17 qtrs — |
| 4 | NEUBERGER BERMAN GROUP LLC | 3.11M +1.6M (+103.2%) | 46.89M +23.0M (+95.9%) | 5.10% +2.587 pp | 0.03% +0.017 pp | USD15.70 -3.9% | 17 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 2.58M +133.4K (+5.5%) | 38.85M +642.4K (+1.7%) | 4.22% +0.217 pp | 0.01% +0.000 pp | USD17.99 -16.2% | 12 qtrs — |
| 6 | WOODLINE PARTNERS LP | 2.14M +838.8K (+64.6%) | 32.24M +11.9M (+58.7%) | 3.50% +1.374 pp | 0.12% +0.029 pp | USD15.42 -2.2% | 2 qtrs — |
| 7 | GILDER GAGNON HOWE & CO LLC | 2.08M -64.1K (-3.0%) | 31.39M -2.2M (-6.5%) | 3.41% -0.106 pp | 0.33% -0.011 pp | USD22.86 -34.0% | 12 qtrs — |
| 8 | GW&K INVESTMENT MANAGEMENT, LLC | 2.03M +311.9K (+18.1%) | 30.65M +3.7M (+13.9%) | 3.33% +0.510 pp | 0.27% +0.027 pp | USD16.44 -8.3% | 16 qtrs — |
| 9 | BANK OF NEW YORK MELLON CORP | 2.01M +140.8K (+7.5%) | 30.34M +1.1M (+3.7%) | 3.30% +0.230 pp | 0.01% 0.000 pp | USD15.71 -4.0% | 17 qtrs — |
| 10 | JPMORGAN CHASE & CO | 1.88M -94.6K (-4.8%) | 28.39M -2.5M (-8.2%) | 3.08% -0.156 pp | 0.00% 0.000 pp | USD16.81 -10.3% | 17 qtrs — |
| 11 | LOOMIS SAYLES & CO L P | 1.86M +131.4K (+7.6%) | 28.02M +1.0M (+3.8%) | 3.04% +0.214 pp | 0.03% +0.002 pp | USD15.85 -4.9% | 3 qtrs — |
| 12 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.85M +98.5K (+5.6%) | 27.91M +504.0K (+1.8%) | 3.03% +0.160 pp | 0.02% +0.000 pp | USD16.60 -9.2% | 11 qtrs — |
| 13 | LAZARD ASSET MANAGEMENT LLC | 1.63M -502.7K (-23.6%) | 24.53M -8.8M (-26.3%) | 2.67% -0.825 pp | 0.04% -0.003 pp | USD18.31 -17.6% | 5 qtrs — |
| 14 | GRANAHAN INVESTMENT MANAGEMENT, LLC | 1.45M -216.1K (-13.0%) | 21.88M -4.2M (-16.1%) | 2.38% -0.355 pp | 0.94% -0.131 pp | USD16.94 -11.0% | 17 qtrs — |
| 15 | STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 1.37M +435.0K (+46.7%) | 20.62M +6.0M (+41.4%) | 2.24% +0.712 pp | 0.27% +0.080 pp | USD16.92 -10.9% | 10 qtrs — |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 1.20M +121.7K (+11.3%) | 18.14M +1.2M (+7.3%) | 1.97% +0.199 pp | 0.00% +0.000 pp | USD16.55 -8.9% | 17 qtrs — |
| 17 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.18M -94.9K (-7.4%) | 17.82M -2.1M (-10.7%) | 1.94% -0.156 pp | 0.12% -0.010 pp | USD16.15 -6.6% | 4 qtrs — |
| 18 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 1.14M -784.8K (-40.8%) | 17.16M -12.9M (-42.9%) | 1.86% -1.287 pp | 0.17% -0.053 pp | USD17.57 -14.2% | 7 qtrs — |
| 19 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 1.13M +6.2K (+0.6%) | 17.10M -540.2K (-3.1%) | 1.85% +0.010 pp | 1.36% +0.007 pp | USD17.19 -12.3% | 8 qtrs — |
| 20 | RIVERBRIDGE PARTNERS LLC | 1.10M -92.5K (-7.8%) | 16.53M -2.1M (-11.1%) | 1.80% -0.152 pp | 0.31% -0.004 pp | USD16.04 -6.0% | 3 qtrs — |
| 21 | STATE STREET CORP | 1.09M +145.5K (+15.4%) | 16.48M +1.7M (+11.2%) | 1.79% +0.238 pp | 0.00% +0.000 pp | USD16.88 -10.7% | 17 qtrs — |
| 22 | GOLDMAN SACHS GROUP INC | 1.08M -315.8K (-22.6%) | 16.30M -5.5M (-25.4%) | 1.77% -0.518 pp | 0.00% -0.001 pp | USD15.84 -4.8% | 17 qtrs — |
| 23 | 12 WEST CAPITAL MANAGEMENT LP | 1.07M -420.0K (-28.2%) | 16.15M -7.2M (-30.7%) | 1.75% -0.689 pp | 1.92% -0.495 pp | USD17.51 -13.9% | 10 qtrs — |
| 24 | METLIFE INVESTMENT MANAGEMENT, LLC | 1.07M +5.7K (+0.5%) | 16.13M -510.4K (-3.1%) | 1.75% +0.009 pp | 0.08% -0.002 pp | USD16.42 -8.2% | 13 qtrs — |
| 25 | WELLINGTON MANAGEMENT GROUP LLP | 1.07M -62.4K (-5.5%) | 16.13M -1.6M (-8.9%) | 1.75% -0.103 pp | 0.00% 0.000 pp | USD19.52 -22.7% | 12 qtrs — |
| 26 | FRANKLIN RESOURCES INC | 1.05M +97.4K (+10.2%) | 15.80M +936.3K (+6.3%) | 1.72% +0.159 pp | 0.00% +0.000 pp | USD20.69 -27.1% | 8 qtrs — |
| 27 | FRED ALGER MANAGEMENT, LLC | 1.04M +671.5K (+183.9%) | 15.63M +9.9M (+173.7%) | 1.70% +1.100 pp | 0.06% +0.039 pp | USD15.28 -1.3% | 2 qtrs — |
| 28 | EMERALD ADVISERS, LLC | 978.4K +157.3K (+19.2%) | 14.75M +1.9M (+14.9%) | 1.60% +0.257 pp | 0.45% +0.043 pp | USD15.71 -4.0% | 3 qtrs — |
| 29 | CITADEL ADVISORS LLC | 931.7K -545.0K (-36.9%) | 14.05M -9.0M (-39.2%) | 1.53% -0.894 pp | 0.00% -0.001 pp | USD15.64 -3.6% | 5 qtrs — |
| 30 | FEDERATED HERMES, INC. | 912.0K -85.3K (-8.6%) | 13.75M -1.8M (-11.8%) | 1.49% -0.140 pp | 0.02% -0.005 pp | USD17.23 -12.5% | 17 qtrs — |
| 31 | UBS GROUP AG | 909.3K +80.9K (+9.8%) | 13.71M +756.3K (+5.8%) | 1.49% +0.132 pp | 0.00% +0.000 pp | USD18.19 -17.1% | 17 qtrs — |
| 32 | PARALEL ADVISORS LLC | 900.0K +— (+0.0%) | 13.57M -504.0K (-3.6%) | 1.47% -0.001 pp | 0.53% -0.021 pp | USD25.40 -40.6% | 8 qtrs — |
| 33 | NEW YORK STATE COMMON RETIREMENT FUND | 706.1K +43.0K (+6.5%) | 10.65M +276.7K (+2.7%) | 1.16% +0.070 pp | 0.01% +0.001 pp | USD17.05 -11.6% | 17 qtrs — |
| 34 | HODGES CAPITAL MANAGEMENT INC. | 693.3K +550.4K (+385.1%) | 10.46M +8.2M (+367.7%) | 1.14% +0.902 pp | 0.90% +0.707 pp | USD15.20 -0.8% | 2 qtrs — |
| 35 | RUSSELL INVESTMENTS GROUP, LTD. | 688.7K +347.8K (+102.0%) | 10.39M +5.1M (+94.8%) | 1.13% +0.570 pp | 0.01% +0.005 pp | USD15.81 -4.6% | 15 qtrs — |
| 36 | BANK OF AMERICA CORP /DE/ | 595.5K -258.2K (-30.2%) | 8.98M -4.4M (-32.7%) | 0.98% -0.424 pp | 0.00% 0.000 pp | USD16.48 -8.5% | 17 qtrs — |
| 37 | ARROWMARK COLORADO HOLDINGS LLC | 588.6K -19.4K (-3.2%) | 8.88M -633.4K (-6.7%) | 0.96% -0.032 pp | 0.20% +0.019 pp | USD16.01 -5.8% | 6 qtrs — |
| 38 | DEEPWATER ASSET MANAGEMENT, LLC | 576.2K -148.5K (-20.5%) | 8.69M -2.6M (-23.3%) | 0.94% -0.244 pp | 2.53% -1.980 pp | USD19.78 -23.8% | 9 qtrs — |
| 39 | EMERALD MUTUAL FUND ADVISERS TRUST | 569.4K +71.2K (+14.3%) | 8.59M +794.6K (+10.2%) | 0.93% +0.116 pp | 0.42% +0.016 pp | USD15.75 -4.3% | 3 qtrs — |
| 40 | MORGAN STANLEY | 530.7K +75.3K (+16.5%) | 8.00M +880.1K (+12.4%) | 0.87% +0.123 pp | 0.00% +0.000 pp | USD15.66 -3.7% | 17 qtrs — |
| 41 | MARSHALL WACE, LLP | 527.7K -1.1M (-67.8%) | 7.96M -17.7M (-69.0%) | 0.86% -1.826 pp | 0.01% -0.019 pp | USD16.50 -8.6% | 16 qtrs — |
| 42 | NORTHERN TRUST CORP | 489.0K +16.2K (+3.4%) | 7.37M -21.0K (-0.3%) | 0.80% +0.026 pp | 0.00% +0.000 pp | USD16.39 -8.0% | 17 qtrs — |
| 43 | SQUAREPOINT OPS LLC | 464.9K +73.6K (+18.8%) | 7.01M +890.5K (+14.6%) | 0.76% +0.120 pp | 0.01% +0.001 pp | USD15.69 -3.9% | 14 qtrs — |
| 44 | MANATUCK HILL PARTNERS, LLC | 459.9K +164.9K (+55.9%) | 6.94M +2.3M (+50.3%) | 0.75% +0.270 pp | 2.43% +0.900 pp | USD15.61 -3.4% | 3 qtrs — |
| 45 | WASATCH ADVISORS LP | 451.9K +82.2K (+22.2%) | 6.81M +1.0M (+17.9%) | 0.74% +0.134 pp | 0.04% +0.009 pp | USD17.85 -15.5% | 5 qtrs — |
| 46 | CLEARBRIDGE INVESTMENTS, LLC | 439.7K -34.7K (-7.3%) | 6.63M -788.5K (-10.6%) | 0.72% -0.057 pp | 0.01% 0.000 pp | USD18.53 -18.6% | 5 qtrs — |
| 47 | QUBE RESEARCH & TECHNOLOGIES LTD | 433.9K +361.0K (+495.3%) | 6.54M +5.4M (+474.0%) | 0.71% +0.592 pp | 0.01% +0.006 pp | USD15.17 -0.6% | 2 qtrs — |
| 48 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 411.8K +24.2K (+6.3%) | 6.21M +148.4K (+2.4%) | 0.67% +0.040 pp | 0.00% +0.000 pp | USD16.62 -9.3% | 17 qtrs — |
| 49 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 384.0K +4.0K (+1.0%) | 5.79M -153.1K (-2.6%) | 0.63% +0.006 pp | 0.06% -0.002 pp | USD15.76 -4.3% | 6 qtrs — |
| 50 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 340.5K +5.2K (+1.6%) | 5.23M -10.5K (-0.2%) | 0.56% +0.008 pp | 0.01% +0.000 pp | USD15.96 -5.5% | 14 qtrs — |
| 51 | AVORY & COMPANY, LLC | 334.2K -20.5K (-5.8%) | 5.04M -507.6K (-9.2%) | 0.55% -0.034 pp | 3.23% -0.117 pp | USD16.62 -9.3% | 4 qtrs — |
| 52 | KORNITZER CAPITAL MANAGEMENT INC /KS | 309.4K +— (+0.0%) | 4.67M -173.3K (-3.6%) | 0.51% 0.000 pp | 0.10% 0.000 pp | USD16.40 -8.0% | 17 qtrs — |
| 53 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 290.8K +200.4K (+221.6%) | 4.39M +3.0M (+210.1%) | 0.48% +0.328 pp | 0.03% +0.020 pp | USD15.25 -1.1% | 2 qtrs — |
| 54 | WELLS FARGO & COMPANY/MN | 262.2K +161.7K (+160.9%) | 3.95M +2.4M (+151.6%) | 0.43% +0.265 pp | 0.00% +0.000 pp | USD15.72 -4.1% | 17 qtrs — |
| 55 | ANCORA ADVISORS, LLC | 256.0K +180.4K (+238.6%) | 3.86M +2.7M (+226.5%) | 0.42% +0.296 pp | 0.08% +0.056 pp | USD15.47 -2.5% | 5 qtrs — |
| 56 | AMERIPRISE FINANCIAL INC | 242.8K +92.0K (+61.0%) | 3.66M +1.3M (+55.2%) | 0.40% +0.151 pp | 0.00% +0.000 pp | USD16.09 -6.3% | 17 qtrs — |
| 57 | SEI INVESTMENTS CO | 238.7K +76.6K (+47.2%) | 3.60M +1.1M (+42.0%) | 0.39% +0.125 pp | 0.00% +0.001 pp | USD16.45 -8.3% | 14 qtrs — |
| 58 | BROWN ADVISORY INC | 228.5K -700.3K (-75.4%) | 3.45M -11.1M (-76.3%) | 0.37% -1.148 pp | 0.00% -0.014 pp | USD16.60 -9.2% | 17 qtrs — |
| 59 | FIRST TRUST ADVISORS LP | 214.8K +53.5K (+33.2%) | 3.24M +717.1K (+28.4%) | 0.35% +0.088 pp | 0.00% +0.001 pp | USD15.80 -4.6% | 3 qtrs — |
| 60 | RANGER INVESTMENT MANAGEMENT, L.P. | 176.3K +176.3K (+100.0%) | 2.66M +2.7M (+100.0%) | 0.29% +0.289 pp | 0.18% +0.182 pp | USD15.08 +0.0% | 1 qtrs NEW |
| 61 | RICE HALL JAMES & ASSOCIATES, LLC | 134.6K +24.2K (+22.0%) | 2.03M +303.8K (+17.6%) | 0.22% +0.040 pp | 0.11% +0.018 pp | USD16.13 -6.5% | 7 qtrs — |
| 62 | ROYCE & ASSOCIATES LP | 133.0K +133.0K (+100.0%) | 2.01M +2.0M (+100.0%) | 0.22% +0.218 pp | 0.02% +0.020 pp | USD15.08 +0.0% | 1 qtrs NEW |
| 63 | MAN GROUP PLC | 124.0K +40.9K (+49.3%) | 1.87M +570.8K (+43.9%) | 0.20% +0.067 pp | 0.00% +0.001 pp | USD15.46 -2.5% | 2 qtrs — |
| 64 | SWISS NATIONAL BANK | 108.3K +19.6K (+22.1%) | 1.63M +245.9K (+17.7%) | 0.18% +0.032 pp | 0.00% +0.000 pp | USD16.60 -9.2% | 13 qtrs — |
| 65 | DIAMETRIC CAPITAL, LP | 107.9K -1.2K (-1.1%) | 1.63M -78.6K (-4.6%) | 0.18% -0.002 pp | 0.44% -0.196 pp | USD16.09 -6.3% | 4 qtrs — |
| 66 | STERLING CAPITAL MANAGEMENT LLC | 105.4K +250.0 (+0.2%) | 1.59M -55.1K (-3.4%) | 0.17% +0.000 pp | 0.03% +0.002 pp | USD16.01 -5.8% | 6 qtrs — |
| 67 | MOODY NATIONAL BANK TRUST DIVISION | 102.0K -17.9K (-15.0%) | 1.54M -337.8K (-18.0%) | 0.17% -0.030 pp | 0.15% -0.010 pp | USD16.55 -8.9% | 15 qtrs — |
| 68 | AMERICAN CENTURY COMPANIES INC | 98.4K +6.8K (+7.4%) | 1.48M +50.7K (+3.5%) | 0.16% +0.011 pp | 0.00% +0.000 pp | USD16.42 -8.2% | 5 qtrs — |
| 69 | LPL FINANCIAL LLC | 95.5K +7.0K (+7.9%) | 1.44M +55.4K (+4.0%) | 0.16% +0.011 pp | 0.00% +0.000 pp | USD16.47 -8.4% | 5 qtrs — |
| 70 | ENVESTNET ASSET MANAGEMENT INC | 92.4K +22.0K (+31.2%) | 1.39M +291.8K (+26.5%) | 0.15% +0.036 pp | 0.00% +0.000 pp | USD16.73 -9.9% | 8 qtrs — |
| 71 | INVESCO LTD. | 89.6K +21.6K (+31.7%) | 1.35M +287.3K (+27.0%) | 0.15% +0.035 pp | 0.00% +0.000 pp | USD16.13 -6.5% | 10 qtrs — |
| 72 | TWO SIGMA INVESTMENTS, LP | 86.1K +48.3K (+127.8%) | 1.30M +707.2K (+119.6%) | 0.14% +0.079 pp | 0.00% +0.001 pp | USD16.94 -11.0% | 16 qtrs — |
| 73 | BARCLAYS PLC | 85.9K -86.6K (-50.2%) | 1.30M -1.4M (-51.9%) | 0.14% -0.142 pp | 0.00% 0.000 pp | USD15.78 -4.4% | 16 qtrs — |
| 74 | RAYMOND JAMES FINANCIAL INC | 82.5K -53.0K (-39.1%) | 1.24M -874.5K (-41.3%) | 0.14% -0.087 pp | 0.00% 0.000 pp | USD17.25 -12.6% | 5 qtrs — |
| 75 | WESBANCO BANK INC | 79.7K +— (+0.0%) | 1.20M -44.6K (-3.6%) | 0.13% +0.000 pp | 0.03% -0.002 pp | USD21.65 -30.3% | 13 qtrs — |
| 76 | XTX TOPCO LTD | 76.7K +76.7K (+100.0%) | 1.16M +1.2M (+100.0%) | 0.13% +0.126 pp | 0.03% +0.030 pp | USD15.08 +0.0% | 1 qtrs NEW |
| 77 | — | 75.7K +75.7K (+100.0%) | 1.14M +1.1M (+100.0%) | 0.12% +0.124 pp | 0.63% +0.634 pp | USD15.08 +0.0% | 1 qtrs NEW |
| 78 | NUVEEN, LLC | 74.5K +9.0K (+13.8%) | 1.12M +99.4K (+9.7%) | 0.12% +0.015 pp | 0.00% +0.000 pp | USD16.40 -8.0% | 4 qtrs — |
| 79 | TWO SIGMA ADVISERS, LP | 74.4K +54.2K (+268.3%) | 1.12M +806.0K (+255.1%) | 0.12% +0.089 pp | 0.00% +0.002 pp | USD16.04 -6.0% | 11 qtrs — |
| 80 | UBS ASSET MANAGEMENT AMERICAS INC | 74.2K +10.2K (+15.9%) | 1.12M +117.9K (+11.8%) | 0.12% +0.017 pp | 0.00% +0.000 pp | USD19.37 -22.1% | 9 qtrs — |
| 81 | ARKADIOS WEALTH ADVISORS | 73.5K -6.0K (-7.6%) | 1.11M -135.1K (-10.9%) | 0.12% -0.010 pp | 0.02% -0.008 pp | USD16.55 -8.9% | 4 qtrs — |
| 82 | STRS OHIO | 69.4K +69.4K (+100.0%) | 1.05M +1.0M (+100.0%) | 0.11% +0.114 pp | 0.00% +0.004 pp | USD15.08 +0.0% | 1 qtrs NEW |
| 83 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 66.8K +40.7K (+156.4%) | 1.01M +599.7K (+147.2%) | 0.11% +0.067 pp | 0.01% +0.009 pp | USD15.45 -2.4% | 5 qtrs — |
| 84 | JEFFERIES FINANCIAL GROUP INC. | 65.0K +65.0K (+100.0%) | 980.2K +980.2K (+100.0%) | 0.11% +0.107 pp | 0.01% +0.005 pp | USD15.08 +0.0% | 1 qtrs NEW |
| 85 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 64.2K +38.7K (+151.8%) | 968.1K +569.3K (+142.8%) | 0.11% +0.063 pp | 0.00% +0.000 pp | USD15.51 -2.8% | 11 qtrs — |
| 86 | ACCURATE WEALTH MANAGEMENT, LLC | 59.2K -7.5K (-11.2%) | 922.0K -246.3K (-21.1%) | 0.10% -0.012 pp | 0.12% -0.039 pp | USD16.49 -8.6% | 4 qtrs — |
| 87 | CAPTRUST FINANCIAL ADVISORS | 60.4K +26.1K (+75.9%) | 910.5K +373.6K (+69.6%) | 0.10% +0.043 pp | 0.00% +0.001 pp | USD15.62 -3.5% | 5 qtrs — |
| 88 | RHUMBLINE ADVISERS | 58.7K -2.4K (-3.9%) | 884.6K -69.7K (-7.3%) | 0.10% -0.004 pp | 0.00% 0.000 pp | USD15.73 -4.1% | 16 qtrs — |
| 89 | MILLENNIUM MANAGEMENT LLC | 57.3K -638.8K (-91.8%) | 863.5K -10.0M (-92.1%) | 0.09% -1.047 pp | 0.00% -0.004 pp | USD15.68 -3.8% | 4 qtrs — |
| 90 | VICTORY CAPITAL MANAGEMENT INC | 57.0K +1.8K (+3.3%) | 859.6K -3.8K (-0.4%) | 0.09% +0.003 pp | 0.00% +0.000 pp | USD15.91 -5.2% | 3 qtrs — |
| 91 | NATIXIS ADVISORS, L.P. | 49.8K +19.2K (+62.9%) | 751.0K +273.0K (+57.1%) | 0.08% +0.032 pp | 0.00% +0.000 pp | USD15.55 -3.0% | 5 qtrs — |
| 92 | LEGAL & GENERAL GROUP PLC | 49.6K -7.1K (-12.5%) | 748.0K -138.5K (-15.6%) | 0.08% -0.012 pp | 0.00% +0.000 pp | USD17.38 -13.2% | 17 qtrs — |
| 93 | ALLIANCEBERNSTEIN L.P. | 49.4K +13.3K (+36.9%) | 744.3K +180.4K (+32.0%) | 0.08% +0.022 pp | 0.00% +0.000 pp | USD16.41 -8.1% | 13 qtrs — |
| 94 | OPPENHEIMER ASSET MANAGEMENT INC. | 46.9K +16.2K (+52.6%) | 706.8K +226.6K (+47.2%) | 0.08% +0.027 pp | 0.01% +0.003 pp | USD16.27 -7.3% | 5 qtrs — |
| 95 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 46.1K +832.0 (+1.8%) | 695.1K -12.8K (-1.8%) | 0.08% +0.001 pp | 0.00% +0.000 pp | USD16.57 -9.0% | 17 qtrs — |
| 96 | PEAK6 LLC | 46.0K +46.0K (+100.0%) | 693.7K +693.7K (+100.0%) | 0.08% +0.075 pp | 0.00% +0.001 pp | USD15.08 +0.0% | 1 qtrs NEW |
| 97 | CERITY PARTNERS LLC | 45.8K +45.8K (+100.0%) | 690.6K +690.6K (+100.0%) | 0.08% +0.075 pp | 0.00% +0.001 pp | USD15.08 +0.0% | 1 qtrs NEW |
| 98 | DEUTSCHE BANK AG\ | 45.1K +8.6K (+23.6%) | 680.2K +109.6K (+19.2%) | 0.07% +0.014 pp | 0.00% +0.000 pp | USD16.67 -9.5% | 17 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 83 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Avory Foundational ETF AVRY | 4.14% | 2.24M | 0.89% |
| 2 | First Trust Multi-Manager Small Cap Opportunities ETF MMSC | 0.59% | 312.1K | 0.95% |
| 3 | Harbor Human Capital Factor US Small Cap ETF HAPS | 0.19% | 320.8K | 0.61% |
| 4 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.08% | 1.37M | 0.47% |
| 5 | iShares Russell 2000 Value ETF IWN | 0.05% | 6.99M | 0.24% |
| 6 | Fidelity MSCI Consumer Discretionary Index ETF FDIS | 0.04% | 726.1K | 0.08% |
| 7 | Vanguard Consumer Discretionary ETF VCR | 0.04% | 2.70M | 0.09% |
| 8 | Invesco RAFI US 1500 Small-Mid ETF PRFZ | 0.04% | 1.09M | 0.34% |
| 9 | Avantis U.S. Small Cap Equity ETF AVSC | 0.04% | 1.16M | 0.25% |
| 10 | Vanguard Russell 2000 Growth ETF VTWG | 0.04% | 647.0K | 0.06% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.47
Bearish
Ratio by volume
3.00
Bullish
Buys
7
Sells
15
Shares acquired
481.7K
Shares disposed
87.0K
Cash buys
—
Cash sales
14.00
Net activity
+394,702
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 | Wolszczak Jay Anthony | Officer | S-Sale | D | Common Stock | 3,161 | 12.52 | 39.6K | 228,930 | D | ↗ |
| 2026-03-17 | Tomasso Christopher Anthony | Director / Officer | S-Sale | D | Common Stock | 25,062 | 12.52 | 313.8K | 957,315 | D | ↗ |
| 2026-03-17 | Sorensen Laura Anne | Officer | S-Sale | D | Common Stock | 1,697 | 12.52 | 21.2K | 237,353 | D | ↗ |
| 2026-03-17 | Jones John Daniel | Officer | S-Sale | D | Common Stock | 1,697 | 12.52 | 21.2K | 84,725 | D | ↗ |
| 2026-03-17 | Hartman Eric Richard | Officer | S-Sale | D | Common Stock | 1,819 | 12.52 | 22.8K | 244,530 | D | ↗ |
| 2026-03-17 | HOPE H MELVILLE III | Officer | S-Sale | D | Common Stock | 3,878 | 12.52 | 48.6K | 111,787 | D | ↗ |
| 2026-03-17 | Eisenacher Matthew | Officer | S-Sale | D | Common Stock | 2,760 | 12.52 | 34.6K | 67,223 | D | ↗ |
| 2026-03-10 | Wolszczak Jay Anthony | Officer | S-Sale | D | Common Stock | 6,998 | 12.59 | 88.1K | 232,091 | D | ↗ |
| 2026-03-10 | Sorensen Laura Anne | Officer | S-Sale | D | Common Stock | 4,732 | 12.59 | 59.6K | 239,050 | D | ↗ |
| 2026-03-10 | Jones John Daniel | Officer | S-Sale | D | Common Stock | 4,600 | 12.59 | 57.9K | 86,422 | D | ↗ |
| 2026-03-10 | Hartman Eric Richard | Officer | S-Sale | D | Common Stock | 4,820 | 12.59 | 60.7K | 246,349 | D | ↗ |
| 2026-03-10 | HOPE H MELVILLE III | Officer | S-Sale | D | Common Stock | 7,358 | 12.59 | 92.6K | 115,665 | D | ↗ |
| 2026-03-10 | Eisenacher Matthew | Officer | S-Sale | D | Common Stock | 6,070 | 12.59 | 76.4K | 69,983 | D | ↗ |
| 2026-03-01 | Wolszczak Jay Anthony | Officer | A-Award | A | Common Stock | 36,115 | 0.00 | — | 239,089 | D | ↗ |
| 2026-03-01 | Tomasso Christopher Anthony | Director / Officer | A-Award | A | Common Stock | 321,027 | 0.00 | — | 1,087,459 | D | ↗ |
| 2026-03-01 | Sorensen Laura Anne | Officer | A-Award | A | Common Stock | 30,096 | 0.00 | — | 243,782 | D | ↗ |
| 2026-03-01 | Jones John Daniel | Officer | A-Award | A | Common Stock | 30,096 | 0.00 | — | 91,022 | D | ↗ |
| 2026-03-01 | Hartman Eric Richard | Officer | A-Award | A | Common Stock | 30,096 | 0.00 | — | 251,169 | D | ↗ |
| 2026-03-01 | Eisenacher Matthew | Officer | A-Award | A | Common Stock | 28,089 | 0.00 | — | 76,053 | D | ↗ |
| 2026-01-22 | Kussell William A | Director | M-Exempt | D | Stock Option (right to buy) | 6,165 | 8.45 | 52.1K | 86,320 | D | ↗ |
| 2025-12-30 | Tipograph Rachel K | Director | A-Award | A | Common Stock | 9,302 | 0.00 | — | 9,302 | D | ↗ |
| 2025-12-29 | Tipograph Rachel K | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-28 | Wolszczak Jay Anthony | Officer | A-Award | A | Common Stock | 139,323 | 0.00 | — | 202,974 | D | ↗ |
| 2025-12-28 | Sorensen Laura Anne | Officer | A-Award | A | Common Stock | 125,798 | 0.00 | — | 213,686 | D | ↗ |
| 2025-12-28 | Hartman Eric Richard | Officer | A-Award | A | Common Stock | 128,760 | 0.00 | — | 221,073 | D | ↗ |
| 2025-12-09 | Kussell William A | Director | M-Exempt | D | Stock Option (right to buy) | 6,165 | 8.45 | 52.1K | 92,485 | D | ↗ |
| 2025-09-08 | ADVENT INTERNATIONAL, L.P. | 10% Owner | S-Sale | D | Common Stock | 4,400,000 | 17.67 | 77.75M | 5,289,784 | I | ↗ |
| 2025-08-13 | Tomasso Christopher Anthony | Director / Officer | S-Sale | D | Common Stock | 100,000 | 18.00 | 1.80M | 766,432 | D | ↗ |
| 2025-08-08 | ADVENT INTERNATIONAL, L.P. | 10% Owner | S-Sale | D | Common Stock | 5,000,000 | 17.70 | 88.50M | 9,689,784 | I | ↗ |
| 2025-06-03 | ADVENT INTERNATIONAL, L.P. | 10% Owner | S-Sale | D | Common Stock | 4,500,000 | 14.70 | 66.15M | 14,689,784 | I | ↗ |
| 2025-05-22 | Solheim Jostein | Director | A-Award | A | Common Stock | 8,799 | 0.00 | — | 19,256 | D | ↗ |
| 2025-05-22 | Lilak Stephanie | Director | A-Award | A | Common Stock | 8,799 | 0.00 | — | 27,016 | D | ↗ |
| 2025-05-22 | Kussell William A | Director | A-Award | A | Common Stock | 8,799 | 0.00 | — | 26,402 | D | ↗ |
| 2025-05-22 | Jemley Charles | Director | A-Award | A | Common Stock | 8,799 | 0.00 | — | 31,933 | D | ↗ |
| 2025-05-22 | FLEISHER MICHAEL D | Director | A-Award | A | Common Stock | 8,799 | 0.00 | — | 16,952 | D | ↗ |
| 2025-05-22 | Britt Irene Chang | Director | A-Award | A | Common Stock | 8,799 | 0.00 | — | 19,300 | D | ↗ |
| 2025-05-22 | Alvarez Ralph | Director | A-Award | A | Common Stock | 12,570 | 0.00 | — | 422,835 | D | ↗ |
| 2025-05-14 | Tomasso Christopher Anthony | Director / Officer | S-Sale | D | Common Stock | 41,346 | 17.00 | 702.9K | 866,432 | D | ↗ |
| 2025-05-13 | Tomasso Christopher Anthony | Director / Officer | S-Sale | D | Common Stock | 42,346 | 17.00 | 719.9K | 907,778 | D | ↗ |
| 2025-05-12 | Jemley Charles | Director | P-Purchase | A | Common Stock | 15,000 | 16.50 | 247.5K | 23,134 | D | ↗ |
| 2025-04-10 | Tomasso Christopher Anthony | Director / Officer | A-Award | A | Common Stock | 365,408 | 0.00 | — | 950,124 | D | ↗ |
| 2025-03-13 | Wolszczak Jay Anthony | Officer | A-Award | A | Common Stock | 25,883 | 0.00 | — | 63,651 | D | ↗ |
| 2025-03-13 | Tomasso Christopher Anthony | Director / Officer | A-Award | A | Common Stock | 194,884 | 0.00 | — | 584,716 | D | ↗ |
| 2025-03-13 | Sorensen Laura Anne | Officer | A-Award | A | Common Stock | 21,315 | 0.00 | — | 87,888 | D | ↗ |
| 2025-03-13 | Jones John Daniel | Officer | A-Award | A | Common Stock | 21,315 | 0.00 | — | 60,926 | D | ↗ |
| 2025-03-13 | Hartman Eric Richard | Officer | A-Award | A | Common Stock | 22,838 | 0.00 | — | 92,313 | D | ↗ |
| 2025-03-13 | HOPE H MELVILLE III | Officer | A-Award | A | Common Stock | 48,721 | 0.00 | — | 123,023 | D | ↗ |
| 2025-03-13 | Eisenacher Matthew | Officer | A-Award | A | Common Stock | 21,315 | 0.00 | — | 47,964 | D | ↗ |
| 2025-03-12 | Wolszczak Jay Anthony | Officer | S-Sale | D | Common Stock | 5,743 | 16.81 | 96.5K | 37,768 | D | ↗ |
| 2025-03-12 | Tomasso Christopher Anthony | Director / Officer | S-Sale | D | Common Stock | 42,039 | 16.81 | 706.7K | 389,832 | D | ↗ |
| 2025-03-12 | Sorensen Laura Anne | Officer | S-Sale | D | Common Stock | 3,675 | 16.81 | 61.8K | 66,573 | D | ↗ |
| 2025-03-12 | Jones John Daniel | Officer | S-Sale | D | Common Stock | 3,554 | 16.81 | 59.7K | 39,611 | D | ↗ |
| 2025-03-12 | Hartman Eric Richard | Officer | S-Sale | D | Common Stock | 3,916 | 16.81 | 65.8K | 69,475 | D | ↗ |
| 2025-03-12 | HOPE H MELVILLE III | Officer | S-Sale | D | Common Stock | 8,013 | 16.81 | 134.7K | 74,302 | D | ↗ |
| 2025-03-12 | Eisenacher Matthew | Officer | S-Sale | D | Common Stock | 4,257 | 16.81 | 71.6K | 26,649 | D | ↗ |
| 2024-11-13 | Advent Partners GPE VIII Limited Partnership | 10% Owner | S-Sale | D | Common Stock | 8,000,000 | 19.76 | 158.08M | 19,189,784 | I | ↗ |
| 2024-11-13 | Advent International GPE VIII-I Limited Partnership | 10% Owner | S-Sale | D | Common Stock | 8,000,000 | 19.76 | 158.08M | 19,189,784 | I | ↗ |
| 2024-11-13 | ADVENT INTERNATIONAL, L.P. | 10% Owner | S-Sale | D | Common Stock | 8,000,000 | 19.76 | 158.08M | 19,189,784 | I | ↗ |
| 2024-11-02 | FLEISHER MICHAEL D | Director | A-Award | A | Restricted Stock Units | 8,153 | 0.00 | — | 8,153 | D | ↗ |
| 2024-11-01 | FLEISHER MICHAEL D | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-08-23 | Jemley Charles | Director | A-Award | A | Common Stock | 8,134 | 0.00 | — | 8,134 | — | ↗ |
| 2024-08-22 | Jemley Charles | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-23 | Solheim Jostein | Director | A-Award | A | Common Stock | 5,194 | 0.00 | — | 10,457 | — | ↗ |
| 2024-05-23 | Lilak Stephanie | Director | A-Award | A | Common Stock | 5,194 | 0.00 | — | 18,217 | — | ↗ |
| 2024-05-23 | Kussell William A | Director | A-Award | A | Common Stock | 5,194 | 0.00 | — | 17,603 | — | ↗ |
| 2024-05-23 | Britt Irene Chang | Director | A-Award | A | Common Stock | 5,194 | 0.00 | — | 10,501 | — | ↗ |
| 2024-05-23 | Bradley Julie MB | Director | A-Award | A | Common Stock | 5,194 | 0.00 | — | 17,603 | — | ↗ |
| 2024-05-23 | Alvarez Ralph | Director | A-Award | A | Common Stock | 7,792 | 0.00 | — | 410,265 | — | ↗ |
| 2024-04-22 | Kussell William A | Director | S-Sale | D | Common Stock | 2,796 | 22.11 | 61.8K | 17,999 | — | ↗ |
| 2024-03-15 | Wolszczak Jay Anthony | Officer | M-Exempt | D | Stock Option (right to buy) | 15,000 | 8.45 | 126.8K | 162,570 | — | ↗ |
| 2024-03-14 | Eisenacher Matthew | Officer | S-Sale | D | Common Stock | 3,770 | 24.28 | 91.5K | 30,906 | — | ↗ |
| 2024-03-12 | Wolszczak Jay Anthony | Officer | S-Sale | D | Common Stock | 3,242 | 24.43 | 79.2K | 43,511 | — | ↗ |
| 2024-03-12 | Tomasso Christopher Anthony | Director / Officer | M-Exempt | A | Common Stock | 100,000 | 8.45 | 845.0K | 531,871 | — | ↗ |
| 2024-03-12 | Sorensen Laura Anne | Officer | S-Sale | D | Common Stock | 2,096 | 24.43 | 51.2K | 70,248 | — | ↗ |
| 2024-03-12 | Paresky David | Director | S-Sale | D | Common Stock | 6,900,000 | 23.99 | 165.53M | 27,189,784 | — | ↗ |
| 2024-03-12 | Jones John Daniel | Officer | S-Sale | D | Common Stock | 1,977 | 24.43 | 48.3K | 43,165 | — | ↗ |
| 2024-03-12 | Hartman Eric Richard | Officer | S-Sale | D | Common Stock | 2,229 | 24.43 | 54.5K | 73,391 | — | ↗ |
| 2024-03-12 | HOPE H MELVILLE III | Officer | S-Sale | D | Common Stock | 4,502 | 24.43 | 110.0K | 82,315 | — | ↗ |
| 2024-03-12 | Glynn Tricia | Director | S-Sale | D | Common Stock | 6,900,000 | 23.99 | 165.53M | 27,189,784 | — | ↗ |
| 2024-03-12 | Eisenacher Matthew | Officer | S-Sale | D | Common Stock | 1,600 | 24.43 | 39.1K | 34,676 | — | ↗ |
| 2024-03-12 | ADVENT INTERNATIONAL, L.P. | 10% Owner | S-Sale | D | Common Stock | 6,900,000 | 23.99 | 165.53M | 27,189,784 | — | ↗ |
| 2024-03-11 | Eisenacher Matthew | Officer | M-Exempt | A | Common Stock | 6,068 | 13.52 | 82.0K | 81,276 | — | ↗ |
| 2024-03-07 | Wolszczak Jay Anthony | Officer | A-Award | A | Common Stock | 14,118 | 0.00 | — | 36,669 | — | ↗ |
| 2024-03-07 | Tomasso Christopher Anthony | Director / Officer | A-Award | A | Common Stock | 121,016 | 0.00 | — | 453,866 | — | ↗ |
| 2024-03-07 | Sorensen Laura Anne | Officer | A-Award | A | Common Stock | 14,118 | 0.00 | — | 62,260 | — | ↗ |
| 2024-03-07 | Jones John Daniel | Officer | A-Award | A | Common Stock | 10,084 | 0.00 | — | 45,142 | — | ↗ |
| 2024-03-07 | Hartman Eric Richard | Officer | A-Award | A | Common Stock | 9,076 | 0.00 | — | 75,620 | — | ↗ |
| 2024-03-07 | HOPE H MELVILLE III | Officer | A-Award | A | Common Stock | 32,271 | 0.00 | — | 86,817 | — | ↗ |
| 2024-03-07 | Eisenacher Matthew | Officer | A-Award | A | Common Stock | 10,084 | 0.00 | — | 36,276 | — | ↗ |
| 2024-03-06 | Hartman Eric Richard | Officer | S-Sale | D | Common Stock | 1,474 | 25.03 | 36.9K | 51,417 | — | ↗ |
| 2024-03-06 | Eisenacher Matthew | Officer | S-Sale | D | Common Stock | 20,000 | 24.17 | 483.4K | 16,108 | — | ↗ |
| 2024-01-22 | Kussell William A | Director | S-Sale | D | Common Stock | 10,000 | 20.54 | 205.4K | 25,795 | — | ↗ |
| 2023-12-21 | Kussell William A | Director | S-Sale | D | Common Stock | 5,000 | 20.00 | 100.0K | 35,795 | — | ↗ |
| 2023-12-07 | Solheim Jostein | Director | A-Award | A | Common Stock | 5,263 | 0.00 | — | 5,263 | — | ↗ |
| 2023-12-06 | Solheim Jostein | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-11-03 | Tomasso Christopher Anthony | Director / Officer | S-Sale | D | Common Stock | 40,000 | 17.10 | 684.0K | 332,850 | — | ↗ |
| 2023-08-28 | Kussell William A | Director | S-Sale | D | Common Stock | 10,000 | 19.38 | 193.8K | 40,795 | — | ↗ |
| 2023-08-07 | Eisenacher Matthew | Officer | — | D | Stock Option (right to buy) | 78,920 | 12.68 | 1.00M | 0 | — | ↗ |
| 2023-07-20 | Britt Irene Chang | Director | A-Award | A | Common Stock | 5,307 | 0.00 | — | 5,307 | — | ↗ |
| 2023-07-19 | Britt Irene Chang | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-03 | Paresky David | Director | S-Sale | D | Common Stock | 450,000 | 16.42 | 7.39M | 34,089,784 | — | ↗ |
| 2023-07-03 | Glynn Tricia | Director | S-Sale | D | Common Stock | 450,000 | 16.42 | 7.39M | 34,089,784 | — | ↗ |
| 2023-07-03 | ADVENT INTERNATIONAL, L.P. | 10% Owner | S-Sale | D | Common Stock | 450,000 | 16.42 | 7.39M | 34,089,784 | — | ↗ |
| 2023-06-30 | ADVENT INTERNATIONAL GP, LLC | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 34,539,784 | — | ↗ |
| 2023-06-13 | Paresky David | Director | S-Sale | D | Common Stock | 3,000,000 | 16.42 | 49.27M | 34,539,784 | — | ↗ |
| 2023-06-13 | Glynn Tricia | Director | S-Sale | D | Common Stock | 3,000,000 | 16.42 | 49.27M | 34,539,784 | — | ↗ |
| 2023-06-13 | ADVENT INTERNATIONAL CORP/MA | 10% Owner | S-Sale | D | Common Stock | 3,000,000 | 16.42 | 49.27M | 34,539,784 | — | ↗ |
| 2023-05-24 | Lilak Stephanie | Director | A-Award | A | Common Stock | 5,555 | 0.00 | — | 13,023 | — | ↗ |
| 2023-05-24 | Kussell William A | Director | A-Award | A | Common Stock | 5,555 | 0.00 | — | 50,795 | — | ↗ |
| 2023-05-24 | Bradley Julie MB | Director | A-Award | A | Common Stock | 5,555 | 0.00 | — | 12,409 | — | ↗ |
| 2023-05-24 | Alvarez Ralph | Director | A-Award | A | Common Stock | 8,333 | 0.00 | — | 402,473 | — | ↗ |
| 2023-05-18 | Paresky David | Director | S-Sale | D | Common Stock | 4,025,000 | 15.47 | 62.27M | 37,539,784 | — | ↗ |
| 2023-05-18 | Glynn Tricia | Director | S-Sale | D | Common Stock | 4,025,000 | 15.47 | 62.27M | 37,539,784 | — | ↗ |
| 2023-05-18 | ADVENT INTERNATIONAL CORP/MA | 10% Owner | S-Sale | D | Common Stock | 4,025,000 | 15.47 | 62.27M | 37,539,784 | — | ↗ |
| 2023-04-05 | Paresky David | Director | — | I | Common Stock | 0 | 0.00 | — | 41,564,784 | — | ↗ |
| 2023-03-09 | Wolszczak Jay Anthony | Officer | A-Award | A | Common Stock | 22,551 | 0.00 | — | 22,551 | — | ↗ |
| 2023-03-09 | Tomasso Christopher Anthony | Director / Officer | A-Award | A | Common Stock | 161,082 | 0.00 | — | 372,850 | — | ↗ |
| 2023-03-09 | Sorensen Laura Anne | Officer | A-Award | A | Common Stock | 22,551 | 0.00 | — | 48,142 | — | ↗ |
| 2023-03-09 | Middleton Calum Alasdair Johnstone | Officer | A-Award | A | Common Stock | 20,940 | 0.00 | — | 21,641 | — | ↗ |
| 2023-03-09 | Jones John Daniel | Officer | A-Award | A | Common Stock | 20,940 | 0.00 | — | 20,940 | — | ↗ |
| 2023-03-09 | Hartman Eric Richard | Officer | A-Award | A | Common Stock | 24,162 | 0.00 | — | 51,417 | — | ↗ |
| 2023-03-09 | HOPE H MELVILLE III | Officer | A-Award | A | Common Stock | 51,546 | 0.00 | — | 54,546 | — | ↗ |
| 2022-12-25 | Tomasso Christopher Anthony | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-10-06 | White Michael James | Director | S-Sale | D | Common Stock | 675,000 | 14.80 | 9.99M | 41,564,784 | — | ↗ |
| 2022-10-06 | Glynn Tricia | Director | S-Sale | D | Common Stock | 675,000 | 14.80 | 9.99M | 41,564,784 | — | ↗ |
| 2022-10-06 | GPE VIII GP Limited Partnership | Director | S-Sale | D | Common Stock | 675,000 | 14.80 | 9.99M | 41,564,784 | — | ↗ |
| 2022-10-06 | Advent International GPE VIII-H Limited Partnership | Director | S-Sale | D | Common Stock | 675,000 | 14.80 | 9.99M | 41,564,784 | — | ↗ |
| 2022-10-06 | Advent International GPE VIII, LLC | Director | S-Sale | D | Common Stock | 675,000 | 14.80 | 9.99M | 41,564,784 | — | ↗ |
| 2022-10-06 | ADVENT INTERNATIONAL CORP/MA | 10% Owner | S-Sale | D | Common Stock | 675,000 | 14.80 | 9.99M | 41,564,784 | — | ↗ |
| 2022-09-19 | White Michael James | Director | S-Sale | D | Common Stock | 4,500,000 | 14.80 | 66.61M | 42,239,784 | — | ↗ |
| 2022-09-19 | Glynn Tricia | Director | S-Sale | D | Common Stock | 4,500,000 | 14.80 | 66.61M | 42,239,784 | — | ↗ |
| 2022-09-19 | ADVENT INTERNATIONAL CORP/MA | 10% Owner | S-Sale | D | Common Stock | 4,500,000 | 14.80 | 66.61M | 42,239,784 | — | ↗ |
| 2022-06-18 | Lilak Stephanie | Director | A-Award | A | Common Stock | 7,468 | 0.00 | — | 7,468 | — | ↗ |
| 2022-06-17 | Lilak Stephanie | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-05-25 | Price Lisa Marguerite | Director | A-Award | A | Common Stock | 6,854 | 0.00 | — | 6,854 | — | ↗ |
| 2022-05-25 | Kussell William A | Director | A-Award | A | Common Stock | 6,854 | 0.00 | — | 45,240 | — | ↗ |
| 2022-05-25 | Bradley Julie MB | Director | A-Award | A | Common Stock | 6,854 | 0.00 | — | 6,854 | — | ↗ |
| 2022-05-25 | Alvarez Ralph | Director | A-Award | A | Common Stock | 10,281 | 0.00 | — | 394,140 | — | ↗ |
| 2022-05-18 | HOPE H MELVILLE III | Officer | P-Purchase | A | Common Stock | 2,000 | 13.84 | 27.7K | 3,000 | — | ↗ |
| 2022-05-16 | Middleton Calum Alasdair Johnstone | Officer | P-Purchase | A | Common Stock | 701 | 14.10 | 9.9K | 701 | — | ↗ |
| 2022-03-25 | Wolszczak Jay Anthony | Officer | A-Award | A | Stock Option (right to buy) | 57,720 | 0.00 | — | 57,720 | — | ↗ |
| 2022-03-25 | Tomasso Christopher Anthony | Officer | A-Award | A | Stock Option (right to buy) | 288,600 | 0.00 | — | 288,600 | — | ↗ |
| 2022-03-25 | Sorensen Laura Anne | Officer | A-Award | A | Stock Option (right to buy) | 57,720 | 0.00 | — | 57,720 | — | ↗ |
| 2022-03-25 | Middleton Calum Alasdair Johnstone | Officer | A-Award | A | Stock Option (right to buy) | 54,112 | 0.00 | — | 54,112 | — | ↗ |
| 2022-03-25 | Jones John Daniel | Officer | A-Award | A | Stock Option (right to buy) | 43,290 | 0.00 | — | 43,290 | — | ↗ |
| 2022-03-25 | Hartman Eric Richard | Officer | A-Award | A | Stock Option (right to buy) | 64,935 | 0.00 | — | 64,935 | — | ↗ |
| 2022-03-25 | HOPE H MELVILLE III | Officer | A-Award | A | Stock Option (right to buy) | 122,655 | 0.00 | — | 122,655 | — | ↗ |
| 2021-11-12 | Tomasso Christopher Anthony | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 19.93 | 19.9K | 212,768 | — | ↗ |
| 2021-11-11 | HOPE H MELVILLE III | Officer | P-Purchase | A | Common Stock | 1,000 | 19.26 | 19.3K | 1,000 | — | ↗ |
| 2021-10-05 | White Michael James | Director | C-Conversion | A | Common Stock | 3,156,812 | 0.00 | — | 48,170,596 | — | ↗ |
| 2021-10-05 | Glynn Tricia | Director | J-Other | D | Common Stock | 48,170,596 | 0.00 | — | 0 | — | ↗ |
| 2021-10-05 | ADVENT INTERNATIONAL CORP/MA | 10% Owner | C-Conversion | A | Common Stock | 3,156,812 | 0.00 | — | 48,170,596 | — | ↗ |
| 2021-10-01 | Wolszczak Jay Anthony | Officer | — | D | Stock Option (right to buy) | 177,570 | 8.45 | 1.50M | 0 | — | ↗ |
| 2021-10-01 | White Michael James | Director | — | I | Preferred Stock | 3,156,812 | 0.00 | — | 0 | — | ↗ |
| 2021-10-01 | Tomasso Christopher Anthony | Director / Officer | — | D | Stock Option (right to buy) | 1,035,825 | 8.45 | 8.75M | 0 | — | ↗ |
| 2021-10-01 | Sorensen Laura Anne | Officer | — | D | Stock Option (right to buy) | 246,625 | 8.45 | 2.08M | 0 | — | ↗ |
| 2021-10-01 | Price Lisa Marguerite | Director | — | D | Stock Option (right to buy) | 65,767 | 12.68 | 833.9K | 0 | — | ↗ |
| 2021-10-01 | Pendery Kenneth Lee Jr | Director | — | I | Stock Option (right to buy) | 443,925 | 8.45 | 3.75M | 0 | — | ↗ |
| 2021-10-01 | Middleton Calum Alasdair Johnstone | Officer | — | D | Stock Option (right to buy) | 49,325 | 8.45 | 416.8K | 0 | — | ↗ |
| 2021-10-01 | Kussell William A | Director | — | D | Stock Option (right to buy) | 98,650 | 8.45 | 833.6K | 0 | — | ↗ |
| 2021-10-01 | Jones John Daniel | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-10-01 | Hartman Eric Richard | Officer | — | D | Stock Option (right to buy) | 246,625 | 8.45 | 2.08M | 0 | — | ↗ |
| 2021-10-01 | HOPE H MELVILLE III | Officer | — | D | Stock Option (right to buy) | 177,570 | 8.45 | 1.50M | 0 | — | ↗ |
| 2021-10-01 | Glynn Tricia | Director | — | I | Preferred Stock | 3,156,812 | 0.00 | — | 0 | — | ↗ |
| 2021-10-01 | Bradley Julie MB | Director | — | D | Stock Option (right to buy) | 61,655 | 13.52 | 833.6K | 0 | — | ↗ |
| 2021-10-01 | Alvarez Ralph | Director | — | D | Stock Option (right to buy) | 98,650 | 13.52 | 1.33M | 0 | — | ↗ |
| 2021-10-01 | ADVENT INTERNATIONAL CORP/MA | 10% Owner | — | — | Preferred Stock | 3,156,812 | 0.00 | — | 0 | I | ↗ |
Executive team
Top executives
EBIT / Employee
2.3K
Shares Outstanding
61.63M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Chris Tomasso, President and Chief Executive Officer | 932.8K | — | 9.58M | — | 963.6K | 50.4K | 11.52M | 83.11% | ↗ |
| 2 | 2025 | Jay Wolszczak, Chief Legal Officer, General Counsel and Secretary | 474.4K | — | 2.64M | — | 311.9K | 36.5K | 3.46M | 76.25% | ↗ |
| 3 | 2025 | Eric Hartman, Chief Development Officer | 448.9K | — | 2.42M | — | 295.1K | 38.6K | 3.21M | 75.59% | ↗ |
| 4 | 2025 | Laura Sorensen, Chief People Officer | 448.2K | — | 2.35M | — | 294.6K | 39.6K | 3.13M | 75.03% | ↗ |
| 5 | 2025 | Mel Hope, Chief Financial Officer and Treasurer | 459.7K | — | 800.0K | — | 302.2K | 34.3K | 1.60M | 50.12% | ↗ |
| 6 | 2024 | Chris Tomasso, President and Chief Executive Officer | 905.6K | — | 3.00M | — | 988.7K | 28.5K | 4.92M | 60.94% | ↗ |
| 7 | 2024 | Christopher A. Tomasso, President and Chief Executive Officer | 905.6K | — | 3.00M | — | 988.7K | 28.5K | 4.92M | 60.94% | ↗ |
| 8 | 2024 | Mel Hope, Chief Financial Officer and Treasurer | 446.3K | — | 800.0K | — | 341.0K | 28.3K | 1.62M | 49.52% | ↗ |
| 9 | 2024 | Henry Melville Hope, III, Chief Financial Officer and Treasurer | 446.3K | — | 800.0K | — | 341.0K | 28.3K | 1.62M | 49.52% | ↗ |
| 10 | 2024 | Jay Wolszczak, Chief Legal Officer, General Counsel & Secretary | 460.6K | — | 600.0K | — | 352.0K | 29.5K | 1.44M | 41.61% | ↗ |
| 11 | 2024 | Jay Wolszczak, Chief Legal Officer, General Counsel and Secretary | 460.6K | — | 600.0K | — | 352.0K | 29.5K | 1.44M | 41.61% | ↗ |
| 12 | 2023 | Chris Tomasso, President and Chief Executive Officer | 892.4K | — | 2.50M | — | 1.51M | 26.8K | 4.93M | 50.73% | ↗ |
| 13 | 2023 | Christopher A. Tomasso, President and Chief Executive Officer | 892.4K | — | 2.50M | — | 1.51M | 26.8K | 4.93M | 50.73% | ↗ |
| 14 | 2023 | Henry Melville Hope, III, Chief Financial Officer and Treasurer | 439.8K | — | 800.0K | — | 520.6K | 23.7K | 1.78M | 44.84% | ↗ |
| 15 | 2023 | Henry Melville Hope, III, Chief Financial Officer | 439.8K | — | 800.0K | — | 520.6K | 23.7K | 1.78M | 44.84% | ↗ |
| 16 | 2023 | Mel Hope, Chief Financial Officer and Treasurer | 439.8K | — | 800.0K | — | 520.6K | 23.7K | 1.78M | 44.84% | ↗ |
| 17 | 2023 | Jay Wolszczak, Chief Legal Officer, General Counsel and Secretary | 453.9K | — | 350.0K | — | 537.2K | 24.5K | 1.37M | 25.63% | ↗ |
| 18 | 2023 | Jay Wolszczak, Chief Legal Officer, General Counsel & Secretary | 453.9K | — | 350.0K | — | 537.2K | 24.5K | 1.37M | 25.63% | ↗ |
| 19 | 2022 | Christopher A. Tomasso, President and Chief Executive Officer | 625.0K | 54.7K | — | 2.00M | 515.6K | 24.0K | 3.22M | 62.13% | ↗ |
| 20 | 2022 | Henry Melville Hope, III, Chief Financial Officer | 404.9K | 24.8K | — | 850.0K | 233.8K | 21.8K | 1.54M | 55.37% | ↗ |
| 21 | 2022 | Henry Melville Hope, III, Chief Financial Officer and Treasurer | 404.9K | 24.8K | — | 850.0K | 233.8K | 21.8K | 1.54M | 55.37% | ↗ |
| 22 | 2022 | Eric Hartman, Chief Development Officer | 395.4K | 24.2K | — | 450.0K | 228.3K | 23.1K | 1.12M | 40.14% | ↗ |
| 23 | 2021 | Christopher A. Tomasso, President and Chief Executive Officer | 468.4K | — | — | — | 843.1K | 23.3K | 1.33M | 0.00% | ↗ |
| 24 | 2021 | Henry Melville Hope, III, Chief Financial Officer | 385.6K | — | — | — | 647.8K | 20.0K | 1.05M | 0.00% | ↗ |
| 25 | 2021 | Eric Hartman, Chief Development Officer | 376.5K | — | — | — | 632.6K | 20.8K | 1.03M | 0.00% | ↗ |
| 26 | 2020 | Christopher A. Tomasso, President and Chief Executive Officer | 439.1K | — | — | — | 201.3K | 24.2K | 664.6K | 0.00% | ↗ |
| 27 | 2020 | Henry Melville Hope, III, Chief Financial Officer | 369.4K | — | — | — | 157.2K | 15.7K | 542.3K | 0.00% | ↗ |
| 28 | 2020 | Eric Hartman, Chief Development Officer | 365.9K | — | — | — | 155.7K | 18.3K | 539.8K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Christopher A. Tomasso | Chief Executive Officer, President & Director | 2M | male |
| Jay Anthony Wolszczak | Chief Legal Officer, General Counsel & Secretary | 822.7K | male |
| Henry Melville Hope | Chief Financial Officer & Treasurer | 796.1K | male |
| Eric Richard Hartman | Executive Vice President & Chief Development Officer | 782.5K | male |
| Laura Anne Sorensen | Chief People Officer | 782.4K | female |
| Matt Eisenacher | Chief Brand Officer | — | male |
| Robert Conti | Chief Information Officer | — | male |
| Shane Schaibly | Senior Vice President of Culinary Strategy of First Watch Restaurants Inc | — | male |
| Ashlee Weisser | Senior Vice President of Financial Planning & Analysis | — | female |
| Steven Louis Marotta | Vice President of Investor Relations | — | male |
| Christie Price Foster | Senior Vice President of Accounting & Financial Reporting | — | female |
| Jody S. Gale | Senior Vice President of Legal | — | male |
ESG Rating
ESG Score History RESTAURANTS
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-03-05 | 2026-04-09 | Josh Gottheimer | NJ05 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-11-26 | 2025-12-15 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-05-15 | 2025-06-06 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-05-15 | 2025-06-09 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2024-08-06 | 2024-09-11 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for FWRG
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.
