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Golub Capital BDC, Inc. (GBDC)

USD12.92 +0.00 (+0.00%)
US NASDAQ Financial Services Asset Management
Address 200 Park Avenue 10166
New York City, NY, US
CEO David Golub
IPO 2010-04-15
CIK 1476765 ISIN US38173M1027

Explore sections of this company profile

Description

Golub Capital BDC, Inc. (GBDC) operates as an externally managed, closed-end investment company, specializing as a business development company (BDC) with a non-diversified portfolio management strategy. The firm provides financing through debt instruments and minority equity stakes to middle-market businesses, predominantly those backed by private equity sponsors. GBDC's investment focus covers a diverse range of sectors, including consumer services, automotive, healthcare technology, insurance, medical equipment and supplies, hospitality, foodservice, healthcare providers, IT services, and specialty retail. Its geographical investment mandate is primarily the United States. The company's comprehensive financing offerings include various forms of senior secured debt like first-lien traditional senior debt, "one-stop" facilities, and unitranche loans, alongside junior debt, second-lien, subordinated, and mezzanine loans, as well as direct equity investments and warrants.

News Sentiment (7d)
59 Neutral

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD12.92 +0.00 (+0.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
0.42
Float Shares
260.09M
Free Float %
98.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.52% -1.97% +1.97% +1.97% -7.56% -4.50% -12.37% -0.61% -11.96% -24.12% -11.90%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (12 ratings, all time) Buy
Price Targets & DCF
Current price
12.92
Low 13.00 +0.6%
Consensus 14.25 +10.3%
Median 14.50 +12.2%
High 15.00 +16.1%
DCF (Unlevered) 148.89 +1,052.4%

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) 86% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 4 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 2
14.50
+12.2%
Last Quarter 2
14.50
+12.2%
Last Year 5
14.20
+9.9%
All Time 6
14.75
+14.2%
Quality scores
Altman Z-Score
0.54
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
5 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
2 / 5
Medium
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    +42.5% Q1'26: -8.3% (vs Q1'25)
  • EPS growth Asset Management: +22.7%
    +4.4% Q1'26: -160.0% (vs Q1'25)
  • FCF margin FCF growth · Asset Management: +27.7%
    +46.2% Q1'26: +20.2% (vs Q1'25)
  • EBIT margin Asset Management: +50.6%
    +78.9% Q1'26: +8.1% (vs Q1'25)
  • ROIC Asset Management: +6.5%
    +7.8% Q1'26: +0.7% (vs Q1'25)
  • Share dilution Asset Management: +0.0%
    +32.2% Q1'26: -1.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    7.13× Q1'26: 82.37× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.43) × ERP
WACC = 41% × Ke + 59% × Kd (5.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 148.89 Current price: 12.92
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Sep 2012
actual
Sep 2014
actual
Sep 2015
actual
Sep 2016
actual
Sep 2017
actual
Sep 2018
actual
Sep 2019
actual
Sep 2020
actual
Sep 2021
actual
Sep 2022
actual
Sep 2023
actual
Sep 2024
actual
Sep 2025
actual
Sep 2026
3 Rev. Ana.
2 EPS Ana.
Sep 2027
4 Rev. Ana.
4 EPS Ana.
Sep 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
47.02M
est: 66.04M (-28.8%)
91.20M
est: 100.93M (-9.6%)
101.21M
est: 119.97M (-15.6%)
127.87M
est: 124.21M (+2.9%)
119.13M
est: 140.32M (-15.1%)
120.80M
est: 150.46M (-19.7%)
30.87M
est: 181.73M (-83.0%)
141.69M
est: 313.64M (-54.8%)
415.20M
est: 312.98M (+32.7%)
346.28M
est: 382.94M (-9.6%)
572.53M
est: 648.26M (-11.7%)
611.05M
est: 711.30M (-14.1%)
870.78M
est: 878.13M (-0.8%)
783.30M
781.89M – 784.69M
-10.8% YoY
747.06M
736.25M – 757.87M
-4.6% YoY
752.27M
752.27M – 752.27M
+0.7% YoY
EBITDA
31.76M
est: 47.56M (-33.2%)
65.39M
est: 87.96M (-25.7%)
70.79M
est: 102.55M (-31.0%)
93.04M
est: 96.98M (-4.1%)
82.31M
est: 119.90M (-31.4%)
81.97M
est: 116.48M (-29.6%)
-18.58M
est: 68.16M (-127.3%)
54.87M
est: 178.76M (-69.3%)
340.82M
est: 163.96M (+107.9%)
244.17M
est: 287.95M (-15.2%)
426.01M
est: 410.17M (+3.9%)
478.05M
est: 546.54M (-12.5%)
687.42M
est: 674.72M (+1.9%)
601.86M
600.78M – 602.93M
-10.8% YoY
574.02M
565.70M – 582.32M
-4.6% YoY
578.02M
578.02M – 578.02M
+0.7% YoY
EBIT
31.76M
est: 15.35M (+106.9%)
65.39M
est: 52.85M (+23.7%)
70.79M
est: 62.82M (+12.7%)
93.04M
est: 65.04M (+43.0%)
82.31M
est: 73.47M (+12.0%)
81.97M
est: 78.78M (+4.0%)
-18.58M
est: 95.16M (-119.5%)
54.87M
est: 79.5K (+68,897.1%)
340.82M
est: 163.88M (+108.0%)
244.17M
est: 200.51M (+21.8%)
426.01M
est: 410.17M (+3.9%)
478.05M
est: 546.54M (-12.5%)
687.42M
est: 674.72M (+1.9%)
601.86M
600.78M – 602.93M
-10.8% YoY
574.02M
565.70M – 582.32M
-4.6% YoY
578.02M
578.02M – 578.02M
+0.7% YoY
Net Income
31.76M
est: 35.81M (-11.3%)
65.39M
est: 66.00M (-0.9%)
70.79M
est: 76.82M (-7.8%)
69.20M
est: 68.14M (+1.6%)
82.29M
est: 87.28M (-5.7%)
81.97M
est: 80.80M (+1.4%)
-18.58M
est: 11.46M (-262.2%)
54.87M
est: 110.09M (-50.2%)
340.28M
est: 266.57M (+27.7%)
155.57M
est: 244.05M (-36.3%)
272.03M
est: 540.08M (-49.6%)
273.79M
est: 512.23M (-46.6%)
376.13M
est: 412.19M (-8.7%)
368.81M
364.76M – 372.86M
-10.5% YoY
320.06M
319.26M – 357.14M
-13.2% YoY
331.71M
324.84M – 338.58M
+3.6% YoY
SGA
4.48M
est: 2.93M (+52.6%)
5.58M
est: 5.66M (-1.4%)
5.91M
est: 5.94M (-0.5%)
34.83M
est: 5.56M (+526.6%)
5.29M
est: 5.53M (-4.3%)
5.65M
est: 5.72M (-1.1%)
5.92M
est: 7.10M (-16.6%)
11.96M
est: 12.14M (-1.5%)
12.64M
est: 11.22M (+12.7%)
11.42M
est: 10.43M (+9.5%)
1.65M
est: 23.44M (-93.0%)
16.30M
est: 16.85M (-3.3%)
22.19M
est: 20.80M (+6.7%)
18.56M
18.52M – 18.59M
-10.8% YoY
17.70M
17.44M – 17.95M
-4.6% YoY
17.82M
17.82M – 17.82M
+0.7% YoY
EPS
1.31
est: 1.23 (+6.5%)
1.44
est: 1.26 (+14.3%)
1.44
est: 1.19 (+20.6%)
1.33
est: 1.21 (+9.9%)
1.45
est: 1.19 (+21.9%)
1.33
est: 1.21 (+9.6%)
-0.28
est: 1.22 (-122.9%)
0.37
est: 1.17 (-68.3%)
2.03
est: 1.17 (+73.5%)
0.90
est: 1.20 (-25.0%)
1.52
est: 2.02 (-24.9%)
1.36
est: 1.93 (-29.4%)
1.42
est: 1.56 (-8.9%)
1.38
1.37 – 1.40
-11.4% YoY
1.27
1.20 – 1.34
-8.0% YoY
1.26
1.22 – 1.27
-1.3% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-07 RBC Capital Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B 3/5 3/5 2/5 5/5 2/5 2/5 3/5
2026-05-08 B 3/5 3/5 2/5 5/5 2/5 2/5 3/5
2026-05-07 B 3/5 3/5 2/5 5/5 2/5 2/5 3/5
2026-05-06 B 3/5 3/5 2/5 5/5 1/5 2/5 3/5
2026-05-05 B 3/5 3/5 2/5 5/5 1/5 2/5 3/5
2026-05-04 B 3/5 3/5 2/5 5/5 1/5 2/5 3/5
2026-05-01 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-04-30 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-04-29 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-04-28 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-04-27 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-04-24 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-04-23 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-04-22 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-04-21 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-04-20 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-04-17 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-16 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-15 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5

Owner Earnings

Owner's Earnings (history)

Owner's Earnings history not available.

Owner alignment
Owner's Earnings TTM
OE per share TTM
Owner's Yield
Maintenance CapEx ratio
Maint CapEx / Avg PPE

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
82
Total invested
318.16M
Insider transactions (90d)
0
Beneficial owners (>5%)
7
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 David B. Golub 9.46M 5.70% 125.4K 9.34M 125.4K 10.00 IN United States 2020-05-18
2 Lawrence E. Golub 9.34M 5.60% 9.34M 10.00 IN United States 2020-05-18
3 E. Golub 9.12M 52.40% 630.6K 133.3K 10.00 IN States 2010-04-30
4 B. Golub 9.05M 52.00% 477.5K 66.7K 10.00 IN States 2010-04-30
5 OTR - Nominee Name for The State Teachers Retirement Board of Ohio, 31640-1810 2.27M 11.00% 2.27M 2.27M EP Columbus, Ohio 2020-07-09
6 Neuberger Berman Group LLC 1.13M 6.36% 972.5K 1.13M HC Delaware 2011-02-14
7 Neuberger Berman LLC 1.13M 6.36% 972.5K 1.13M BD, IA Delaware 2011-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
82
-275 vs prev Q
New positions
13
Closed positions
286
Increased
39
Reduced
30
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
1 417.7K +417.7K (+100.0%) 5.67B +5.7B (+100.0%) 0.16% +0.158 pp 3.35% +3.348 pp USD13.57 +0.0% 1 qtrs NEW
2 STRS OHIO 16.70M +467.0K (+2.9%) 226.68M +4.4M (+2.0%) 6.34% +0.250 pp 0.85% +0.030 pp USD15.80 -14.1% 26 qtrs
3 CI PRIVATE WEALTH, LLC 5.22M -869.5K (-14.3%) 70.80M -12.5M (-15.0%) 1.98% -0.302 pp 0.10% -0.036 pp USD14.17 -4.2% 13 qtrs
4 VAN ECK ASSOCIATES CORP 4.66M -187.5K (-3.9%) 63.19M -3.1M (-4.7%) 1.77% -0.049 pp 0.05% -0.009 pp USD15.25 -11.0% 52 qtrs
5 ALLEN INVESTMENT MANAGEMENT LLC 4.07M -103.6K (-2.5%) 55.23M -1.9M (-3.3%) 1.54% -0.021 pp 0.61% -0.023 pp USD15.17 -10.5% 45 qtrs
6 JPMORGAN CHASE & CO 3.92M +1.4M (+53.7%) 53.16M +18.3M (+52.4%) 1.49% +0.531 pp 0.00% +0.001 pp USD13.43 +1.0% 41 qtrs
7 SOUND INCOME STRATEGIES, LLC 3.60M +224.1K (+6.6%) 49.79M +4.2M (+9.2%) 1.37% +0.100 pp 2.36% -0.135 pp USD15.56 -12.8% 33 qtrs
8 BANK OF AMERICA CORP /DE/ 3.52M -314.2K (-8.2%) 47.71M -4.7M (-9.0%) 1.33% -0.102 pp 0.00% 0.000 pp USD15.05 -9.8% 52 qtrs
9 SAGE MOUNTAIN ADVISORS LLC 3.36M +332.4K (+11.0%) 45.61M +4.1M (+10.0%) 1.27% +0.140 pp 2.42% +0.043 pp USD14.39 -5.7% 21 qtrs
10 MORGAN STANLEY 3.05M +717.9K (+30.8%) 41.37M +9.5M (+29.7%) 1.16% +0.283 pp 0.00% +0.001 pp USD14.98 -9.4% 51 qtrs
11 OMERS ADMINISTRATION CORP 3.02M +597.9K (+24.7%) 40.97M +7.8M (+23.6%) 1.15% +0.238 pp 0.29% +0.055 pp USD14.61 -7.1% 31 qtrs
12 UBS GROUP AG 2.86M +651.1K (+29.4%) 38.87M +8.6M (+28.3%) 1.09% +0.257 pp 0.01% +0.002 pp USD14.67 -7.5% 45 qtrs
13 ARES MANAGEMENT LLC 2.74M +165.0K (+6.4%) 37.13M +1.9M (+5.5%) 1.04% +0.074 pp 2.12% +0.523 pp USD14.61 -7.1% 24 qtrs
14 GENERALI ASSET MANAGEMENT SPA SGR 2.63M +— (+0.0%) 35.70M -315.7K (-0.9%) 1.00% +0.012 pp 0.73% -0.040 pp USD14.94 -9.2% 4 qtrs
15 ROCKEFELLER CAPITAL MANAGEMENT L.P. 2.31M -660.1K (-22.2%) 31.36M -9.3M (-22.9%) 0.88% -0.237 pp 0.06% -0.023 pp USD15.22 -10.8% 25 qtrs
16 HIGHTOWER ADVISORS, LLC 2.30M -230.9K (-9.1%) 31.19M -3.4M (-9.9%) 0.87% -0.076 pp 0.03% -0.005 pp USD14.08 -3.6% 37 qtrs
17 LEGAL & GENERAL GROUP PLC 2.06M +316.0K (+18.1%) 27.98M +4.1M (+17.1%) 0.78% +0.128 pp 0.01% +0.001 pp USD15.07 -10.0% 49 qtrs
18 BLACKROCK, INC. 1.99M +9.9K (+0.5%) 27.03M -103.7K (-0.4%) 0.76% +0.013 pp 0.00% +0.000 pp USD14.78 -8.2% 6 qtrs
19 MUZINICH & CO., INC. 1.96M +333.6K (+20.5%) 26.59M +4.3M (+19.5%) 0.74% +0.134 pp 8.36% -0.239 pp USD15.05 -9.8% 45 qtrs
20 RIVERNORTH CAPITAL MANAGEMENT, LLC 1.71M +1.2M (+226.6%) 23.27M +16.1M (+223.7%) 0.65% +0.454 pp 1.10% +0.690 pp USD13.61 -0.3% 2 qtrs
21 SUMITOMO MITSUI TRUST HOLDINGS, INC. 1.51M +36.2K (+2.4%) 20.55M +313.2K (+1.5%) 0.57% +0.020 pp 0.01% +0.000 pp USD13.75 -1.3% 24 qtrs
22 ARNHOLD LLC 1.47M +7.5K (+0.5%) 19.95M -73.7K (-0.4%) 0.56% +0.009 pp 1.51% -0.162 pp USD14.84 -8.6% 32 qtrs
23 MAI CAPITAL MANAGEMENT 1.36M +67.7K (+5.2%) 18.51M +763.0K (+4.3%) 0.52% +0.032 pp 0.11% -0.004 pp USD15.08 -10.0% 5 qtrs
24 BOSTON PARTNERS 1.08M -60.3K (-5.3%) 14.66M -934.6K (-6.0%) 0.41% -0.018 pp 0.02% -0.001 pp USD15.96 -15.0% 8 qtrs
25 BANK OF MONTREAL /CAN/ 1.06M +127.4K (+13.7%) 14.34M +1.6M (+12.7%) 0.40% +0.053 pp 0.01% +0.000 pp USD14.44 -6.0% 6 qtrs
26 LSV ASSET MANAGEMENT 1.03M -12.4K (-1.2%) 13.96M -293.0K (-2.1%) 0.39% +0.000 pp 0.03% -0.001 pp USD13.85 -2.0% 21 qtrs
27 HIRTLE CALLAGHAN & CO LLC 1.01M +77.3K (+8.3%) 13.67M +937.0K (+7.4%) 0.38% +0.034 pp 0.47% +0.018 pp USD14.59 -7.0% 20 qtrs
28 SIGMA INVESTMENT COUNSELORS INC 889.2K +34.9K (+4.1%) 12.07M +371.1K (+3.2%) 0.34% +0.017 pp 0.61% +0.006 pp USD14.95 -9.2% 4 qtrs
29 CERITY PARTNERS LLC 847.3K -81.9K (-8.8%) 11.50M -1.2M (-9.6%) 0.32% -0.027 pp 0.02% -0.004 pp USD15.11 -10.2% 25 qtrs
30 BORDER TO COAST PENSIONS PARTNERSHIP LTD 800.0K +— (+0.0%) 10.88M -76.0K (-0.7%) 0.30% +0.004 pp 0.19% -0.001 pp USD14.16 -4.2% 16 qtrs
31 RAYMOND JAMES FINANCIAL INC 778.3K -11.7K (-1.5%) 10.56M -253.1K (-2.3%) 0.30% -0.001 pp 0.00% 0.000 pp USD14.40 -5.8% 5 qtrs
32 CAPTRUST FINANCIAL ADVISORS 661.9K -139.3K (-17.4%) 8.98M -2.0M (-18.1%) 0.25% -0.049 pp 0.02% -0.005 pp USD15.17 -10.5% 15 qtrs
33 PATHSTONE HOLDINGS, LLC 654.9K +5.6K (+0.9%) 8.89M -1.6K (0.0%) 0.25% +0.005 pp 0.03% +0.000 pp USD14.45 -6.1% 9 qtrs
34 FRANKLIN RESOURCES INC 604.2K -585.9K (-49.2%) 8.20M -8.1M (-49.7%) 0.23% -0.217 pp 0.00% -0.002 pp USD15.38 -11.8% 8 qtrs
35 LIDO ADVISORS, LLC 560.1K -6.0K (-1.1%) 7.64M -107.0K (-1.4%) 0.21% +0.000 pp 0.02% -0.001 pp USD14.69 -7.6% 40 qtrs
36 LPL FINANCIAL LLC 545.3K +116.3K (+27.1%) 7.40M +1.5M (+26.0%) 0.21% +0.046 pp 0.00% +0.000 pp USD14.76 -8.1% 32 qtrs
37 COMMONWEALTH EQUITY SERVICES, LLC 516.8K +392.7K (+316.4%) 7.01M +5.3M (+312.8%) 0.20% +0.150 pp 0.01% +0.007 pp USD14.17 -4.2% 8 qtrs
38 COASTAL BRIDGE ADVISORS, LLC 498.2K +498.2K (+100.0%) 6.76M +6.8M (+100.0%) 0.19% +0.189 pp 0.50% +0.504 pp USD13.57 +0.0% 1 qtrs NEW
39 PRAIRIEWOOD CAPITAL, LLC 456.7K +75.2K (+19.7%) 6.20M +974.4K (+18.7%) 0.17% +0.030 pp 1.92% +0.193 pp USD14.73 -7.9% 18 qtrs
40 STIFEL FINANCIAL CORP 451.5K -82.3K (-15.4%) 6.13M -1.2M (-16.2%) 0.17% -0.029 pp 0.01% -0.001 pp USD15.04 -9.8% 48 qtrs
41 CALLODINE CAPITAL MANAGEMENT, LP 450.0K -71.2K (-13.7%) 6.11M -1.0M (-14.4%) 0.17% -0.025 pp 0.49% -0.135 pp USD14.59 -7.0% 15 qtrs
42 TWO SIGMA INVESTMENTS, LP 448.0K +409.2K (+1,053.2%) 6.08M +5.5M (+1,043.1%) 0.17% +0.155 pp 0.01% +0.008 pp USD13.74 -1.2% 23 qtrs
43 WELLS FARGO & COMPANY/MN 414.9K -163.2K (-28.2%) 5.63M -2.3M (-28.9%) 0.16% -0.059 pp 0.00% -0.001 pp USD16.47 -17.6% 57 qtrs
44 SRS CAPITAL ADVISORS, INC. 411.3K +41.7K (+11.3%) 5.58M +521.4K (+10.3%) 0.16% +0.018 pp 0.16% +0.090 pp USD14.44 -6.0% 3 qtrs
45 COLONY GROUP, LLC 408.0K +373.4K (+1,078.9%) 5.54M +5.1M (+1,068.6%) 0.15% +0.142 pp 0.01% +0.006 pp USD13.63 -0.4% 5 qtrs
46 GRANITE FO LLC 400.5K -104.0K (-20.6%) 5.43M -1.5M (-21.3%) 0.15% -0.037 pp 2.90% -0.853 pp USD15.40 -11.9% 13 qtrs
47 CONDOR CAPITAL MANAGEMENT 373.8K +9.3K (+2.6%) 5.07M +83.1K (+1.7%) 0.14% +0.005 pp 0.41% +0.002 pp USD14.28 -5.0% 23 qtrs
48 SHIKIAR ASSET MANAGEMENT INC 373.2K -32.5K (-8.0%) 5.07M -489.0K (-8.8%) 0.14% -0.011 pp 1.26% -0.136 pp USD14.97 -9.4% 12 qtrs
49 DENALI ADVISORS LLC 372.6K -60.6K (-14.0%) 5.06M -874.8K (-14.7%) 0.14% -0.021 pp 0.56% -0.109 pp USD15.11 -10.2% 6 qtrs
50 NEUBERGER BERMAN GROUP LLC 372.3K -17.6K (-4.5%) 5.05M -285.0K (-5.3%) 0.14% -0.005 pp 0.00% 0.000 pp USD14.79 -8.2% 34 qtrs
51 HENNION & WALSH ASSET MANAGEMENT, INC. 371.8K -60.7K (-14.0%) 5.05M -875.6K (-14.8%) 0.14% -0.021 pp 0.17% -0.040 pp USD14.92 -9.0% 20 qtrs
52 ADVISORS CAPITAL MANAGEMENT, LLC 370.8K +12.6K (+3.5%) 5.03M +128.0K (+2.6%) 0.14% +0.006 pp 0.06% -0.002 pp USD15.47 -12.3% 51 qtrs
53 RUSSELL INVESTMENTS GROUP, LTD. 360.6K +360.6K (+100.0%) 4.89M +4.9M (+100.0%) 0.14% +0.137 pp 0.01% +0.005 pp USD13.57 +0.0% 1 qtrs NEW
54 ADVISORS ASSET MANAGEMENT, INC. 355.1K +24.5K (+7.4%) 4.82M +292.1K (+6.5%) 0.13% +0.011 pp 0.08% +0.004 pp USD14.64 -7.3% 61 qtrs
55 TRANQUILITY PARTNERS, LLC 353.5K +4.1K (+1.2%) 4.80M +13.9K (+0.3%) 0.13% +0.003 pp 1.73% +0.113 pp USD14.00 -3.1% 24 qtrs
56 BROWN ADVISORY INC 347.6K -220.4K (-38.8%) 4.72M -3.1M (-39.3%) 0.13% -0.081 pp 0.01% -0.004 pp USD14.02 -3.2% 62 qtrs
57 CONFLUENCE INVESTMENT MANAGEMENT LLC 345.9K -21.8K (-5.9%) 4.69M -340.5K (-6.8%) 0.13% -0.007 pp 0.07% -0.002 pp USD15.52 -12.6% 63 qtrs
58 GREAT WEST LIFE ASSURANCE CO /CAN/ 345.6K +14.5K (+4.4%) 4.69M +151.0K (+3.3%) 0.13% +0.007 pp 0.01% +0.002 pp USD14.24 -4.7% 32 qtrs
59 CASTLEKEEP INVESTMENT ADVISORS LLC 335.2K -42.2K (-11.2%) 4.55M -618.3K (-12.0%) 0.13% -0.014 pp 2.06% -0.358 pp USD14.99 -9.5% 9 qtrs
60 NORTH GROUND CAPITAL 326.1K +276.1K (+552.2%) 4.43M +3.7M (+546.5%) 0.12% +0.105 pp 2.20% +1.778 pp USD13.59 -0.1% 2 qtrs
61 STATE STREET CORP 323.9K +62.5K (+23.9%) 4.39M +816.9K (+22.8%) 0.12% +0.025 pp 0.00% +0.000 pp USD14.53 -6.6% 4 qtrs
62 WILEY BROS.-AINTREE CAPITAL, LLC 322.0K +25.1K (+8.5%) 4.37M +300.9K (+7.4%) 0.12% +0.011 pp 0.02% -0.003 pp USD15.00 -9.5% 6 qtrs
63 XTX TOPCO LTD 319.4K +319.4K (+100.0%) 4.33M +4.3M (+100.0%) 0.12% +0.121 pp 0.11% +0.114 pp USD13.57 +0.0% 1 qtrs NEW
64 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 301.1K +47.8K (+18.8%) 4.09M +617.6K (+17.8%) 0.11% +0.019 pp 0.01% +0.001 pp USD14.91 -9.0% 5 qtrs
65 D.A. DAVIDSON & CO. 300.6K +7.1K (+2.4%) 4.08M +60.5K (+1.5%) 0.11% +0.004 pp 0.03% -0.001 pp USD14.99 -9.5% 18 qtrs
66 D. E. SHAW & CO., INC. 287.3K +287.3K (+100.0%) 3.90M +3.9M (+100.0%) 0.11% +0.109 pp 0.00% +0.002 pp USD13.57 +0.0% 10 qtrs
67 ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC 271.3K +271.3K (+100.0%) 3.68M +3.7M (+100.0%) 0.10% +0.103 pp 0.10% +0.096 pp USD13.57 +0.0% 1 qtrs NEW
68 JANE STREET GROUP, LLC 267.0K +267.0K (+100.0%) 3.62M +3.6M (+100.0%) 0.10% +0.101 pp 0.00% +0.001 pp USD13.57 +0.0% 14 qtrs
69 SCS CAPITAL MANAGEMENT LLC 264.2K -83.8K (-24.1%) 3.59M -1.2M (-24.8%) 0.10% -0.030 pp 0.04% -0.014 pp USD15.14 -10.4% 4 qtrs
70 FIRST NATIONAL TRUST CO 264.2K +— (+0.0%) 3.58M -31.7K (-0.9%) 0.10% +0.001 pp 0.12% -0.004 pp USD15.11 -10.2% 6 qtrs
71 ANCHOR INVESTMENT MANAGEMENT, LLC 264.0K -21.6K (-7.6%) 3.58M -327.1K (-8.4%) 0.10% -0.007 pp 0.29% -0.033 pp USD15.20 -10.7% 40 qtrs
72 BNP PARIBAS ARBITRAGE, SNC 259.8K +6.9K (+2.7%) 3.53M +63.4K (+1.8%) 0.10% +0.004 pp 0.00% 0.000 pp USD15.04 -9.8% 12 qtrs
73 MERCER GLOBAL ADVISORS INC /ADV 249.4K +70.0K (+39.0%) 3.38M +927.9K (+37.8%) 0.09% +0.027 pp 0.01% +0.001 pp USD14.12 -3.9% 5 qtrs
74 CURA WEALTH ADVISORS, LLC 247.7K +13.0K (+5.5%) 3.36M +148.2K (+4.6%) 0.09% +0.006 pp 1.27% +0.046 pp USD15.07 -10.0% 5 qtrs
75 NEXT CAPITAL MANAGEMENT LLC 244.2K +— (+0.0%) 3.31M -29.3K (-0.9%) 0.09% +0.001 pp 1.06% -0.055 pp USD14.73 -7.9% 29 qtrs
76 TRUVESTMENTS CAPITAL LLC 236.7K -8.0K (-3.3%) 3.21M -137.6K (-4.1%) 0.09% -0.002 pp 0.58% -0.022 pp USD15.77 -14.0% 9 qtrs
77 SNOWDEN CAPITAL ADVISORS LLC 220.2K +12.7K (+6.1%) 2.99M +147.0K (+5.2%) 0.08% +0.006 pp 0.08% -0.001 pp USD14.46 -6.2% 14 qtrs
78 NAVITER WEALTH, LLC 218.5K -59.8K (-21.5%) 2.96M -845.1K (-22.2%) 0.08% -0.021 pp 0.39% -0.057 pp USD15.66 -13.3% 12 qtrs
79 PARALLEL ADVISORS, LLC 217.7K -23.4K (-9.7%) 2.95M -346.7K (-10.5%) 0.08% -0.008 pp 0.05% -0.006 pp USD14.15 -4.1% 27 qtrs
80 UNITED ADVISOR GROUP, LLC 215.1K -5.6K (-2.5%) 2.92M -102.7K (-3.4%) 0.08% -0.001 pp 0.36% -0.043 pp USD16.13 -15.9% 8 qtrs
81 ADVISOR OS, LLC 208.9K +5.7K (+2.8%) 2.83M +52.5K (+1.9%) 0.08% +0.003 pp 0.23% -0.012 pp USD15.02 -9.7% 6 qtrs
82 GRANITESHARES ADVISORS LLC 199.6K -3.0K (-1.5%) 2.71M -64.5K (-2.3%) 0.08% 0.000 pp 1.65% +0.040 pp USD14.74 -7.9% 17 qtrs
83 IEQ CAPITAL, LLC 194.2K +25.4K (+15.0%) 2.64M +324.2K (+14.0%) 0.07% +0.010 pp 0.01% +0.001 pp USD14.78 -8.2% 25 qtrs
84 PRELUDE CAPITAL MANAGEMENT, LLC 175.0K -1.8K (-1.0%) 2.37M -45.5K (-1.9%) 0.07% +0.000 pp 0.17% -0.014 pp USD15.14 -10.4% 5 qtrs
85 ENVESTNET ASSET MANAGEMENT INC 167.7K +17.8K (+11.8%) 2.28M +223.0K (+10.9%) 0.06% +0.007 pp 0.00% +0.000 pp USD15.31 -11.4% 23 qtrs
86 MERIT FINANCIAL GROUP, LLC 160.4K +— (+0.0%) 2.18M -19.3K (-0.9%) 0.06% +0.001 pp 0.02% -0.003 pp USD16.54 -18.0% 11 qtrs
87 BANK OF NEW YORK MELLON CORP 160.0K +6.9K (+4.5%) 2.17M +74.9K (+3.6%) 0.06% +0.003 pp 0.00% +0.000 pp USD14.64 -7.3% 24 qtrs
88 ALPINE GLOBAL MANAGEMENT, LLC 155.6K +129.1K (+487.1%) 2.11M +1.7M (+482.0%) 0.06% +0.049 pp 0.38% +0.316 pp USD13.59 -0.1% 2 qtrs
89 QUANTBOT TECHNOLOGIES LP 152.7K +137.7K (+921.1%) 2.07M +1.9M (+912.1%) 0.06% +0.052 pp 0.07% +0.063 pp USD13.58 -0.1% 2 qtrs
90 WATERLOO CAPITAL, L.P. 151.0K +4.2K (+2.9%) 2.05M +39.9K (+2.0%) 0.06% +0.002 pp 0.15% -0.002 pp USD15.38 -11.8% 9 qtrs
91 CAXTON ASSOCIATES LLP 147.7K +147.7K (+100.0%) 2.00M +2.0M (+100.0%) 0.06% +0.056 pp 0.04% +0.039 pp USD13.57 +0.0% 1 qtrs NEW
92 ADAMS ASSET ADVISORS, LLC 146.8K -7.1K (-4.6%) 1.99M -115.4K (-5.5%) 0.06% -0.002 pp 0.26% -0.010 pp USD14.79 -8.2% 6 qtrs
93 TEXAS YALE CAPITAL CORP. 146.6K -9.5K (-6.1%) 1.99M -147.1K (-6.9%) 0.06% -0.003 pp 0.06% -0.007 pp USD15.97 -15.0% 51 qtrs
94 BALYASNY ASSET MANAGEMENT L.P. 138.5K +138.5K (+100.0%) 1.88M +1.9M (+100.0%) 0.05% +0.053 pp 0.00% +0.002 pp USD13.57 +0.0% 1 qtrs NEW
95 SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC 128.1K +8.6K (+7.2%) 1.74M +102.3K (+6.3%) 0.05% +0.004 pp 1.00% +0.011 pp USD14.55 -6.7% 9 qtrs
96 ONYX BRIDGE WEALTH GROUP LLC 127.1K +3.9K (+3.2%) 1.72M +38.1K (+2.3%) 0.05% +0.002 pp 0.18% +0.000 pp USD14.89 -8.9% 15 qtrs
97 FIRST TRUST ADVISORS LP 124.3K -182.1K (-59.4%) 1.69M -2.5M (-59.8%) 0.05% -0.068 pp 0.00% -0.002 pp USD15.12 -10.3% 19 qtrs
98 HB WEALTH MANAGEMENT, LLC 123.6K -125.8K (-50.4%) 1.68M -1.7M (-50.9%) 0.05% -0.047 pp 0.01% -0.012 pp USD14.80 -8.3% 17 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
1.00
Neutral
Buys
2
Sells
4
Shares acquired
12.12M
Shares disposed
12.15M
Cash buys
2.00
Cash sales
2.00
Net activity
-32,962
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
2025-05-27 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 6,059,971 15.13 91.69M 6,059,971 I
2025-05-27 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 6,059,971 15.13 91.69M 6,059,971 I
2025-05-02 Levinson Joshua M Officer 0 0.00 0
2025-05-02 KIT WU KWAN Officer Common Stock 0 0.00 13,560 D
2024-12-20 WEBSTER WILLIAM M IV Director G-Gift D Common Stock, par value $0.001 per share 7,100 0.00 414,507 I
2024-09-11 BAILY JOHN THOMAS Director D-Return D Common Stock, par value $0.001 per share 1 14.68 11.26 83,108
2024-09-06 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 14.78 295.6K 2,018,880
2024-09-06 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 14.78 295.6K 2,018,880
2024-09-05 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 14.91 298.2K 1,998,880
2024-09-05 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 14.91 298.2K 1,998,880
2024-09-04 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 14.94 298.8K 1,978,880
2024-09-04 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 14.94 298.8K 1,978,880
2024-09-03 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 14.91 298.2K 1,958,880
2024-09-03 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 14.91 298.2K 1,958,880
2024-08-30 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 14.86 297.2K 1,938,880
2024-08-30 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 14.86 297.2K 1,938,880
2024-08-29 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 15.15 303.0K 1,918,880
2024-08-29 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 15.15 303.0K 1,918,880
2024-08-28 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 15.04 300.8K 1,898,880
2024-08-28 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 15.04 300.8K 1,898,880
2024-08-27 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 15.06 301.2K 1,878,880
2024-08-27 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 15.06 301.2K 1,878,880
2024-08-26 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 15.01 300.2K 1,858,880
2024-08-26 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 15.01 300.2K 1,858,880
2024-08-23 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 15.02 300.4K 1,838,880
2024-08-23 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 15.02 300.4K 1,838,880
2024-08-22 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 15.05 301.0K 1,818,880
2024-08-22 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 15.05 301.0K 1,818,880
2024-08-21 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 14.96 299.2K 1,798,880
2024-08-21 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 14.96 299.2K 1,798,880
2024-08-20 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 14.77 295.4K 1,778,880
2024-08-20 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 14.77 295.4K 1,778,880
2024-08-19 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 14.70 294.0K 1,758,880
2024-08-19 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 14.70 294.0K 1,758,880
2024-08-16 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 14.68 293.6K 1,738,880
2024-08-16 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 14.68 293.6K 1,738,880
2024-08-09 Rival Anita J. Director P-Purchase A Common Stock, par value $0.001 per share 3,500 14.37 50.3K 26,791 I
2024-08-08 Rival Anita J. Director P-Purchase A Common Stock, par value $0.001 per share 26,000 14.40 374.4K 95,000
2024-06-11 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 361,252 16.03 5.79M 1,718,880
2024-06-11 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 361,252 16.03 5.79M 1,718,880
2024-06-07 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 62,267 16.06 1.00M 1,268,880
2024-06-07 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 62,267 16.06 1.00M 1,268,880
2024-06-03 WEBSTER WILLIAM M IV Director A-Award A Common Stock, par value $0.001 per share 32,542 16.57 539.2K 32,542
2024-06-03 Golub Lawrence E Director / Officer A-Award A Common Stock, par value $0.001 per share 1,676,387 16.57 27.78M 1,676,387
2024-06-03 Golub David Director / Officer A-Award A Common Stock, par value $0.001 per share 1,676,387 16.57 27.78M 1,676,387
2023-05-25 Rival Anita J. Director P-Purchase A Common Stock, par value $0.001 per share 8,000 13.02 104.2K 69,000
2022-08-26 Rival Anita J. Director P-Purchase A Common Stock, par value $0.001 per share 5,000 13.91 69.6K 61,000
2022-03-02 Golub Lawrence E Officer A-Award A Common Stock, par value $0.001 per share 1,250,000 15.72 19.65M 1,250,000
2022-03-02 Golub David Officer A-Award A Common Stock, par value $0.001 per share 1,250,000 15.72 19.65M 1,250,000
2021-12-14 Rosenberg Anita R Director P-Purchase A Common Stock, par value $0.001 per share 7,819 14.84 116.0K 51,000
2021-12-13 BAILY JOHN THOMAS Director P-Purchase A Common Stock, par value $0.001 per share 8,622 15.00 129.3K 64,267
2021-09-13 Ericson Christopher Compton Officer D Common Stock, par value $0.001 per share 0 0.00 30,880
2021-08-12 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 59 15.87 936.33 2,427,547
2021-08-12 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 59 15.87 936.33 2,427,547
2021-08-11 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.81 79.0K 2,427,488
2021-08-11 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.81 79.0K 2,427,488
2021-08-10 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.91 79.5K 2,422,488
2021-08-10 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.91 79.5K 2,422,488
2021-08-09 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.96 79.8K 2,417,488
2021-08-09 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.96 79.8K 2,417,488
2021-08-06 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.95 79.8K 2,412,488
2021-08-06 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.95 79.8K 2,412,488
2021-08-05 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.86 79.3K 2,407,488
2021-08-05 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.86 79.3K 2,407,488
2021-08-04 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.79 79.0K 2,402,488
2021-08-04 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.79 79.0K 2,402,488
2021-08-03 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.79 78.9K 2,397,488
2021-08-03 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.79 78.9K 2,397,488
2021-08-02 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.87 79.4K 2,392,488
2021-08-02 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.87 79.4K 2,392,488
2021-07-30 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.85 79.3K 2,387,488
2021-07-30 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.85 79.3K 2,387,488
2021-07-29 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.96 79.8K 2,382,488
2021-07-29 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.97 79.8K 2,382,488
2021-07-28 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 4,143 15.94 66.1K 2,377,488
2021-07-28 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 4,143 15.94 66.1K 2,377,488
2021-07-27 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.93 79.7K 2,373,345
2021-07-27 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.93 79.7K 2,373,345
2021-07-26 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.93 79.7K 2,368,345
2021-07-26 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.93 79.7K 2,368,345
2021-07-23 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.99 79.9K 2,363,345
2021-07-23 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.99 79.9K 2,363,345
2021-07-22 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.94 79.7K 2,358,345
2021-07-22 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.94 79.7K 2,358,345
2021-07-21 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.99 80.0K 2,353,345
2021-07-21 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.99 80.0K 2,353,345
2021-07-20 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.87 79.4K 2,348,345
2021-07-20 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.87 79.4K 2,348,345
2021-07-19 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.59 77.9K 2,343,345
2021-07-19 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.59 77.9K 2,343,345
2021-07-16 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.86 79.3K 2,338,345
2021-07-16 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.86 79.3K 2,338,345
2021-07-15 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.99 79.9K 2,333,345
2021-07-15 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.99 79.9K 2,333,345
2021-07-14 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.93 79.7K 2,328,345
2021-07-14 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.93 79.7K 2,328,345
2021-07-13 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 16.00 80.0K 2,323,345
2021-07-13 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 16.00 80.0K 2,323,345
2021-07-12 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.90 79.5K 2,318,345
2021-07-12 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.90 79.5K 2,318,345
2021-07-09 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 4,944 15.77 78.0K 2,313,345
2021-07-09 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 4,944 15.77 78.0K 2,313,345
2021-07-08 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.64 78.2K 2,308,401
2021-07-08 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.64 78.2K 2,308,401
2021-07-07 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.78 78.9K 2,303,401
2021-07-07 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.78 78.9K 2,303,401
2021-07-06 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.74 78.7K 2,298,401
2021-07-06 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.74 78.7K 2,298,401
2021-07-02 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.59 77.9K 2,293,401
2021-07-02 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.59 77.9K 2,293,401
2021-07-01 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.46 77.3K 2,288,401
2021-07-01 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.46 77.3K 2,288,401
2021-06-30 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.44 77.2K 2,283,401
2021-06-30 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.44 77.2K 2,283,401
2021-06-29 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.55 77.7K 2,278,401
2021-06-29 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.55 77.7K 2,278,401
2021-06-28 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.58 77.9K 2,273,401
2021-06-28 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.58 77.9K 2,273,401
2021-06-25 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.60 78.0K 2,268,401
2021-06-25 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.60 78.0K 2,268,401
2021-06-24 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.63 78.2K 2,263,401
2021-06-24 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.63 78.2K 2,263,401
2021-06-23 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.57 77.8K 2,258,401
2021-06-23 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.57 77.8K 2,258,401
2021-06-22 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.57 77.8K 2,253,401
2021-06-22 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.57 77.8K 2,253,401
2021-06-21 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.40 77.0K 2,248,401
2021-06-21 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.40 77.0K 2,248,401
2021-06-18 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.35 76.8K 2,243,401
2021-06-18 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.35 76.8K 2,243,401
2021-06-17 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.58 77.9K 2,238,401
2021-06-17 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.58 77.9K 2,238,401
2021-06-16 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.67 78.4K 2,233,401
2021-06-16 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.67 78.4K 2,233,401
2021-06-15 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.52 77.6K 2,228,401
2021-06-15 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.66 78.3K 2,223,401
2021-06-14 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.66 78.3K 2,223,401
2021-06-11 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.54 77.7K 2,218,401
2021-06-11 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.54 77.7K 2,218,401
2021-06-10 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.54 77.7K 2,213,401
2021-06-10 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.54 77.7K 2,213,401
2021-06-09 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.91 79.6K 2,208,401
2021-06-09 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.91 79.6K 2,208,401
2021-06-08 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 15.97 31.9K 2,203,401
2021-06-08 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 15.97 31.9K 2,203,401
2021-06-07 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 16.01 32.0K 2,201,401
2021-06-07 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 16.01 32.0K 2,201,401
2021-06-04 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 16.08 32.2K 2,201,385
2021-06-04 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 16.08 32.2K 2,199,401
2021-06-03 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 16.04 32.1K 2,199,385
2021-06-03 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 16.04 32.1K 2,197,401
2021-06-02 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 16.15 32.3K 2,195,401
2021-06-02 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 16.15 32.3K 2,195,401
2021-06-01 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 15.94 31.9K 2,193,401
2021-06-01 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 15.94 31.9K 2,193,401
2021-05-28 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 15.81 31.6K 2,191,401
2021-05-28 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 15.81 31.6K 2,191,401
2021-05-27 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 15.75 31.5K 2,189,401
2021-05-27 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 15.75 31.5K 2,189,401
2021-05-26 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 15.64 31.3K 2,187,401
2021-05-26 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 15.64 31.3K 2,187,401
2021-05-25 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.60 78.0K 2,185,401
2021-05-25 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.60 78.0K 2,185,401
2021-05-24 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 15.60 31.2K 2,180,401
2021-05-24 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 15.60 31.2K 2,180,401
2021-05-21 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 4,677 15.47 72.4K 2,178,401
2021-05-21 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 4,677 15.47 72.4K 2,178,401
2021-05-20 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.58 77.9K 2,142,263
2021-05-20 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.58 77.9K 2,142,263
2021-05-19 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.33 76.6K 2,137,263
2021-05-19 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.33 76.6K 2,137,263
2021-05-18 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.30 76.5K 2,132,263
2021-05-18 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.30 76.5K 2,132,263
2021-05-17 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.31 76.5K 2,127,263
2021-05-17 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.31 76.5K 2,127,263
2021-05-14 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.16 75.8K 2,122,263
2021-05-14 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 15.16 75.8K 2,122,263
2021-05-13 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 6,902 15.00 103.5K 2,117,263
2021-05-13 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 6,902 15.00 103.5K 2,117,263
2021-05-12 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 15,000 14.89 223.4K 2,110,361
2021-05-12 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 15,000 14.89 223.4K 2,110,361
2021-05-11 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 509 15.00 7.6K 2,095,361
2021-05-11 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 509 15.00 7.6K 2,095,361
2021-04-05 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 1,620 14.98 24.3K 2,094,852
2021-04-05 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 1,620 14.98 24.3K 2,094,852
2021-04-01 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 1,294 14.85 19.2K 2,093,232
2021-04-01 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 1,294 14.85 19.2K 2,093,232
2021-03-31 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 14.84 29.7K 2,091,938
2021-03-31 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 14.84 29.7K 2,091,938
2021-03-30 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 14.88 29.8K 2,089,938
2021-03-30 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 14.88 29.8K 2,089,938
2021-03-29 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 14.98 30.0K 2,087,938
2021-03-29 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 14.98 30.0K 2,087,938
2021-03-26 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 14.95 29.9K 2,085,938
2021-03-26 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 14.95 29.9K 2,085,938
2021-03-25 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 14.81 29.6K 2,083,938
2021-03-25 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 14.81 29.6K 2,083,938
2021-03-24 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 14.84 29.7K 2,081,938
2021-03-24 Golub David Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 14.84 29.7K 2,081,938
2021-03-23 Golub Lawrence E Director / Officer P-Purchase A Common Stock, par value $0.001 per share 2,000 14.96 29.9K 2,079,938

Executive team

Top executives
EBIT / Employee
785.6K
Shares Outstanding
263.23M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-12-11 DEFA14A
2025-12-11 DEF 14A
2024-12-13 DEFA14A
2024-12-13 DEF 14A
2024-12-06 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-05-04 8-K
2026-05-04 10-Q
2026-04-06 8-K
2026-02-05 8-K
2026-02-04 8-K
2026-02-04 8-K
2026-02-04 10-Q
2026-01-13 SC 13G/A
2026-01-08 8-K

Executive team

NameTitleCompensationGender
Andrew H. Steuerman Senior Managing Director of Golub Capital male
Brian J. Carroll Senior Vice President male
Christopher Compton Ericson Chief Financial Officer & Treasurer male
Craig J. Petrusha Principal male
David Golub CEO & Chairman male
Gregory W. Cashman Senior Managing Director of Golub Capital male
Matthew Fulk Principal male
Stefano F. Robertson Managing Director male
Timothy J. Topicz COO & Director of Golub Capital male
Wu Kwan Kit Chief Compliance Officer & Secretary female
ESG Rating
B+
ASSET MANAGEMENT
2026
E (Environmental)
64.4 / 67.2
Company / Sector avg.
S (Social)
76.6 / 77.3
Company / Sector avg.
G (Governance)
71.8 / 74.6
Company / Sector avg.
ESG Total
70.9 / 73.0
Company / Sector avg.
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2021-01-20 2022-12-07 Teresa Leger Fernandez NM 03 Sale Full $15,001 - $50,000
2021-01-20 2022-12-07 Teresa Leger Fernandez NM03 Sale (Full) $15,001 - $50,000
2020-02-25 2021-07-27 David P. Joyce OH14 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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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.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits