Subscribe

Green Dot Corporation (GDOT)

USD13.47 +0.14 (+1.01%)
US NYSE Financial Services Financial - Credit Services
Address 114 W 7th Street 78701
Provo, UT, US
CEO William I. Jacobs
IPO 2010-07-22
CIK 1386278 ISIN US39304D1028

Explore sections of this company profile

Also trades on London Stock Exchange · 0J0N.L (USD) New York Stock Exchange · GDOT (USD)
Description

Green Dot Corporation operates as a financial technology and bank holding company, delivering a broad spectrum of financial products and services to individuals and businesses throughout the United States. Its business is organized into three principal segments: Consumer Services, Business-to-Business Solutions, and Money Movement Services. Among its diverse offerings are deposit account programs, which include checking accounts for individual consumers and small enterprises, as well as network-branded reloadable prepaid debit cards, gift cards, and secured credit facilities. Moreover, Green Dot provides comprehensive money processing services. These encompass cash transfer services, allowing patrons to deposit, pick up cash, or pay bills with cash directly at the point-of-sale at any participating retail location. Furthermore, their "Simply Paid" disbursement services facilitate the distribution of wages and authorized funds into either its own deposit account programs or accounts managed by third-party banks or program managers. The company also extends into tax processing services. These include technology for tax refund transfers, streamlining the receipt of taxpayers' refund proceeds. It also provides small business lending to independent tax preparation providers seeking modest advances, along with "Fast Cash Advance" loans for individuals awaiting tax refunds. Founded in 1999, Green Dot Corporation has its principal office located in Austin, Texas.

News Sentiment (7d)
68 Positive

3 articles

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD13.47 +0.14 (+1.01%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
459.5K
Beta
0.84
Float Shares
50.50M
Free Float %
89.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.45% +0.48% +9.19% +7.33% +11.31% -1.64% +16.88% -24.78% -68.76% -45.67% -71.36%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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 (39 ratings, all time) Hold
Price Targets & DCF
Current price
13.47
Low 14.25 +5.8%
Consensus 16.13 +19.8%
Median 16.13 +19.8%
High 18.00 +33.7%
DCF (Unlevered) 53.96 +300.7%
DCF (Levered) 71.25 +429.2%

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) 33% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
18.00
+33.7%
Last Year 4
16.56
+23.0%
All Time 5
18.25
+35.5%
Quality scores
Altman Z-Score
0.07
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Credit Services: +13.2%
    +20.7% Q1'26: +17.4% (vs Q1'25)
  • EPS growth Financial - Credit Services: +24.0%
    -258.0% Q1'26: +97.9% (vs Q1'25)
  • FCF margin FCF growth · Financial - Credit Services: +70.9%
    +1.9% Q1'26: +14.5% (vs Q1'25)
  • EBIT margin Financial - Credit Services: +28.7%
    +2.7% Q1'26: +0.0% (vs Q1'25)
  • ROIC Financial - Credit Services: +5.0%
    Q1'26: +0.0% (vs Q1'25)
  • Share dilution Financial - Credit Services: +0.0%
    +2.9% Q1'26: +4.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×
    0.47× Q1'26: 0.24× (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 (0.87) × ERP
WACC = 91% × Ke + 9% × Kd (9.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 53.75 Current price: 13.47
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
2 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
468.31M
est: 470.56M (-0.5%)
550.36M
est: 515.50M (+6.8%)
577.06M
est: 541.49M (+6.6%)
605.62M
est: 475.18M (+27.4%)
699.44M
est: 695.86M (+0.5%)
726.14M
est: 712.28M (+1.9%)
901.12M
est: 883.32M (+2.0%)
1.07B
est: 1.04B (+2.4%)
1.11B
est: 1.06B (+4.5%)
1.25B
est: 1.18B (+6.1%)
1.43B
est: 1.38B (+4.2%)
1.45B
est: 1.41B (+3.0%)
1.50B
est: 1.57B (-4.6%)
1.72B
est: 1.68B (+2.6%)
2.08B
est: 2.06B (+1.0%)
2.25B
2.22B – 2.29B
+9.4% YoY
2.39B
2.36B – 2.41B
+5.9% YoY
EBITDA
96.34M
est: 97.21M (-0.9%)
94.27M
est: 84.59M (+11.4%)
79.60M
est: 71.11M (+11.9%)
98.76M
est: 70.58M (+39.9%)
119.84M
est: 84.28M (+42.2%)
124.04M
est: 114.89M (+8.0%)
168.04M
est: 132.28M (+27.0%)
196.71M
est: 173.30M (+13.5%)
203.16M
est: 286.96M (-29.2%)
115.44M
est: 86.51M (+33.4%)
151.12M
est: 129.51M (+16.7%)
174.73M
est: 121.40M (+43.9%)
102.61M
est: 128.13M (-19.9%)
77.53M
est: 136.70M (-43.3%)
140.73M
est: 167.67M (-16.1%)
183.42M
180.94M – 186.72M
+9.4% YoY
194.27M
192.32M – 196.39M
+5.9% YoY
EBIT
84.01M
est: 83.91M (+0.1%)
76.14M
est: 65.62M (+16.0%)
52.50M
est: 42.51M (+23.5%)
61.78M
est: 34.28M (+80.2%)
58.12M
est: 32.23M (+80.3%)
61.56M
est: 57.40M (+7.3%)
103.46M
est: 75.09M (+37.8%)
125.37M
est: 96.26M (+30.2%)
121.05M
est: 88.54M (+36.7%)
29.31M
est: 32.67M (-10.3%)
66.32M
est: 57.15M (+16.1%)
94.12M
est: 40.39M (+133.0%)
19.64M
est: 46.18M (-57.5%)
-7.17M
est: 49.27M (-114.6%)
55.21M
est: 60.43M (-8.6%)
66.10M
65.21M – 67.30M
+9.4% YoY
70.02M
69.31M – 70.78M
+5.9% YoY
Net Income
52.08M
est: 52.37M (-0.5%)
47.22M
est: 42.49M (+11.1%)
34.04M
est: 29.65M (+14.8%)
42.69M
est: 24.99M (+70.8%)
38.42M
est: 21.35M (+79.9%)
41.60M
est: 37.23M (+11.7%)
85.89M
est: 65.41M (+31.3%)
118.70M
est: 104.11M (+14.0%)
99.90M
est: 79.67M (+25.4%)
23.13M
est: 25.48M (-9.2%)
47.48M
est: 39.45M (+20.4%)
64.21M
est: 132.31M (-51.5%)
6.72M
est: -56.16M (+112.0%)
-26.70M
est: 74.17M (-136.0%)
-98.87M
est: 77.04M (-228.3%)
81.64M
79.17M – 84.11M
+6.0% YoY
92.07M
90.82M – 93.32M
+12.8% YoY
SGA
225.33M
est: 386.41M (-41.7%)
281.77M
est: 296.59M (-5.0%)
307.35M
est: 288.44M (+6.6%)
340.43M
est: 247.50M (+37.5%)
365.00M
est: 286.04M (+27.6%)
388.45M
est: 318.03M (+22.1%)
436.16M
est: 329.44M (+32.4%)
532.37M
est: 432.07M (+23.2%)
586.59M
est: 472.91M (+24.0%)
696.82M
est: 443.32M (+57.2%)
712.75M
est: 645.29M (+10.5%)
629.79M
est: 627.15M (+0.4%)
600.90M
est: 611.40M (-1.7%)
587.25M
est: 652.29M (-10.0%)
559.89M
est: 800.04M (-30.0%)
875.20M
863.37M – 890.97M
+9.4% YoY
926.98M
917.70M – 937.08M
+5.9% YoY
EPS
1.24
est: 1.57 (-21.0%)
1.10
est: 1.19 (-7.2%)
0.78
est: 0.99 (-21.2%)
0.92
est: 0.68 (+35.3%)
0.73
est: 1.31 (-44.5%)
0.82
est: 1.42 (-42.4%)
1.70
est: 2.13 (-20.2%)
2.27
est: 3.22 (-29.4%)
1.91
est: 2.73 (-30.1%)
0.43
est: 1.98 (-78.3%)
0.87
est: 2.25 (-61.3%)
1.20
est: 2.48 (-51.5%)
0.13
est: -1.02 (+112.8%)
-0.50
est: 1.34 (-137.3%)
-1.79
est: 1.39 (-228.5%)
1.49
1.44 – 1.53
+6.7% YoY
1.67
1.65 – 1.69
+12.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-05-08 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-05-07 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-05-06 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-05-05 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-05-04 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-05-01 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-30 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-29 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-28 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-27 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-24 B- 2/5 5/5 1/5 1/5 3/5 1/5 3/5
2026-04-23 B- 2/5 5/5 1/5 1/5 2/5 1/5 4/5
2026-04-22 B- 2/5 5/5 1/5 1/5 2/5 1/5 4/5
2026-04-21 B- 2/5 5/5 1/5 1/5 2/5 1/5 4/5
2026-04-20 B- 2/5 5/5 1/5 1/5 2/5 1/5 4/5
2026-04-17 B- 2/5 5/5 1/5 1/5 2/5 1/5 4/5
2026-04-16 B- 2/5 5/5 1/5 1/5 2/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
106.22M
OE per share TTM
1.83
Owner's Yield
15.34%
Maintenance CapEx ratio
20.89%
Maint CapEx / Avg PPE
11.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
39
Total invested
88.11M
Insider transactions (90d)
0
Beneficial owners (>5%)
23
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 6.69M 12.70% 6.60M 6.69M HC Delaware 2023-02-01
2 The Vanguard Group - 23-1945930 5.66M 10.35% 48.9K 5.56M 95.4K IA Pennsylvania For 2022-02-10
3 JEFFREY C. SMITH 5.29M 9.70% 5.29M IN 2021-06-15
4 PETER A. FELD 5.29M 9.70% 5.29M IN 2021-06-15
5 STARBOARD PRINCIPAL CO GP LLC 5.29M 9.70% 5.29M OO 2021-06-15
6 STARBOARD PRINCIPAL CO LP 5.29M 9.70% 5.29M PN 2021-06-15
7 STARBOARD VALUE GP LLC 5.29M 9.70% 5.29M OO 2021-06-15
8 STARBOARD VALUE LP 5.29M 9.70% 5.29M PN 2021-06-15
9 85-4328500 3.96M 7.50% 1.47M 3.96M Maryland 2024-02-14
10 Steven W. Streit 3.19M 6.20% 3.19M 3.19M IN 2020-02-13
11 Collin McBirney 2.82M 5.30% 2.82M 2.82M HC, IN California 2024-04-15
12 Topline Capital Management, LLC 2.82M 5.30% 2.82M 2.82M IA California 2024-04-15
13 Topline Capital Partners, LP 2.82M 5.30% 2.82M 2.82M PN California 2024-04-15
14 STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD 2.79M 5.10% 2.79M CO 2021-06-15
15 30-0447847 2.63M 5.00% 2.57M 2.63M IA Delaware 2024-02-09
16 STARBOARD VALUE R GP LLC 587.9K 1.10% 587.9K OO 2021-06-15
17 STARBOARD VALUE AND OPPORTUNITY S LLC 521.3K 1.00% 521.3K OO 2021-06-15
18 STARBOARD X MASTER FUND LTD 506.3K 1.00% 506.3K CO 2021-06-15
19 STARBOARD VALUE AND OPPORTUNITY C LP 303.6K 1.00% 303.6K PN 2021-06-15
20 STARBOARD VALUE R LP 303.6K 1.00% 303.6K PN 2021-06-15
21 STARBOARD VALUE AND OPPORTUNITY MASTER FUND L LP 284.2K 1.00% 284.2K PN 2021-06-15
22 STARBOARD VALUE L LP 284.2K 1.00% 284.2K PN 2021-06-15
23 10 0.00% IN 2021-02-08

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
39
-150 vs prev Q
New positions
9
Closed positions
155
Increased
20
Reduced
6
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 STEEL PARTNERS HOLDINGS L.P. 3.77M +3.8M (+100.0%) 48.33B +48.3B (+100.0%) 6.81% +6.811 pp 38.65% +38.650 pp USD12.81 +0.0% 1 qtrs NEW
2 368.9K +368.9K (+100.0%) 4.73B +4.7B (+100.0%) 0.67% +0.666 pp 4.45% +4.449 pp USD12.81 +0.0% 1 qtrs NEW
3 BLACKROCK, INC. 3.94M +26.8K (+0.7%) 50.51M -2.1M (-4.0%) 7.12% +0.013 pp 0.00% 0.000 pp USD11.62 +10.2% 6 qtrs
4 NO STREET GP LP 3.40M -600.0K (-15.0%) 43.55M -10.2M (-18.9%) 6.14% -1.119 pp 2.93% -0.599 pp USD12.22 +4.8% 4 qtrs
5 TOPLINE CAPITAL MANAGEMENT, LLC 3.32M -1.3M (-28.1%) 42.47M -19.5M (-31.5%) 5.98% -2.386 pp 3.84% -6.813 pp USD10.65 +20.3% 5 qtrs
6 VANGUARD GROUP INC 2.99M -85.6K (-2.8%) 38.27M -3.0M (-7.3%) 5.39% -0.182 pp 0.00% 0.000 pp USD31.39 -59.2% 62 qtrs
7 DIMENSIONAL FUND ADVISORS LP 2.84M +56.5K (+2.0%) 36.34M -1.0M (-2.7%) 5.12% +0.077 pp 0.01% 0.000 pp USD16.79 -23.7% 51 qtrs
8 WESTERN STANDARD LLC 1.98M +1.3M (+196.8%) 25.33M +16.4M (+183.1%) 3.57% +2.361 pp 11.69% +9.031 pp USD11.77 +8.8% 4 qtrs
9 AMERICAN CENTURY COMPANIES INC 1.94M +209.7K (+12.1%) 24.85M +1.6M (+6.9%) 3.50% +0.363 pp 0.01% +0.001 pp USD13.04 -1.8% 36 qtrs
10 STATE STREET CORP 1.30M -71.5K (-5.2%) 16.59M -1.8M (-9.6%) 2.34% -0.141 pp 0.00% 0.000 pp USD30.17 -57.5% 51 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 1.25M -16.5K (-1.3%) 16.03M -996.9K (-5.9%) 2.26% -0.041 pp 0.00% 0.000 pp USD33.21 -61.4% 62 qtrs
12 CENTERBOOK PARTNERS LP 1.23M +989.8K (+406.7%) 15.80M +12.5M (+383.3%) 2.23% +1.785 pp 0.77% +0.610 pp USD12.93 -0.9% 2 qtrs
13 MARSHALL WACE, LLP 1.10M -15.9K (-1.4%) 14.07M -894.3K (-6.0%) 1.98% -0.039 pp 0.01% -0.002 pp USD10.19 +25.7% 7 qtrs
14 WALMART INC. 975.0K +— (+0.0%) 12.49M -604.5K (-4.6%) 1.76% -0.009 pp 1.28% -0.158 pp USD10.64 +20.4% 5 qtrs
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 948.8K +127.4K (+15.5%) 12.15M +1.1M (+10.2%) 1.71% +0.223 pp 0.00% +0.000 pp USD22.51 -43.1% 60 qtrs
16 WEISS ASSET MANAGEMENT LP 843.2K +843.2K (+100.0%) 10.80M +10.8M (+100.0%) 1.52% +1.522 pp 0.15% +0.151 pp USD12.81 +0.0% 1 qtrs NEW
17 OBERWEIS ASSET MANAGEMENT INC/ 765.0K -205.3K (-21.2%) 9.80M -3.2M (-24.8%) 1.38% -0.379 pp 0.36% -0.141 pp USD13.43 -4.6% 2 qtrs
18 DANA INVESTMENT ADVISORS, INC. 732.9K +181.2K (+32.8%) 9.39M +2.0M (+26.7%) 1.32% +0.322 pp 0.27% +0.056 pp USD9.87 +29.8% 8 qtrs
19 QUBE RESEARCH & TECHNOLOGIES LTD 726.5K +726.5K (+100.0%) 9.31M +9.3M (+100.0%) 1.31% +1.312 pp 0.01% +0.010 pp USD12.81 +0.0% 1 qtrs NEW
20 NUVEEN, LLC 706.9K +150.0K (+26.9%) 9.06M +1.6M (+21.1%) 1.28% +0.266 pp 0.00% +0.000 pp USD9.37 +36.7% 4 qtrs
21 SCHONFELD STRATEGIC ADVISORS LLC 693.0K +693.0K (+100.0%) 8.88M +8.9M (+100.0%) 1.25% +1.251 pp 0.04% +0.039 pp USD12.81 +0.0% 1 qtrs NEW
22 TWO SIGMA ADVISERS, LP 632.2K -170.4K (-21.2%) 8.10M -2.7M (-24.9%) 1.14% -0.315 pp 0.02% -0.006 pp USD16.38 -21.8% 40 qtrs
23 JANE STREET GROUP, LLC 604.0K -150.7K (-20.0%) 7.74M -2.4M (-23.7%) 1.09% -0.279 pp 0.00% 0.000 pp USD11.13 +15.1% 28 qtrs
24 TWO SIGMA INVESTMENTS, LP 486.2K -222.6K (-31.4%) 6.23M -3.3M (-34.6%) 0.88% -0.408 pp 0.01% -0.005 pp USD14.89 -14.0% 40 qtrs
25 D. E. SHAW & CO., INC. 433.4K +90.6K (+26.5%) 5.55M +948.7K (+20.6%) 0.78% +0.161 pp 0.00% +0.000 pp USD14.98 -14.5% 62 qtrs
26 J. GOLDMAN & CO LP 411.1K +411.1K (+100.0%) 5.27M +5.3M (+100.0%) 0.74% +0.742 pp 0.14% +0.139 pp USD12.81 +0.0% 1 qtrs NEW
27 PORTOLAN CAPITAL MANAGEMENT, LLC 406.7K -1.2M (-74.8%) 5.21M -16.5M (-76.0%) 0.73% -2.196 pp 0.28% -0.895 pp USD10.21 +25.5% 4 qtrs
28 NORTHERN TRUST CORP 400.0K -36.0K (-8.3%) 5.12M -731.9K (-12.5%) 0.72% -0.069 pp 0.00% 0.000 pp USD32.32 -60.4% 51 qtrs
29 MORGAN STANLEY 391.9K -871.9K (-69.0%) 5.02M -12.0M (-70.4%) 0.71% -1.585 pp 0.00% -0.001 pp USD14.10 -9.1% 51 qtrs
30 BREVAN HOWARD CAPITAL MANAGEMENT LP 350.0K +293.5K (+519.2%) 4.49M +3.7M (+491.5%) 0.63% +0.529 pp 0.05% +0.046 pp USD12.91 -0.8% 4 qtrs
31 THOMPSON SIEGEL & WALMSLEY LLC 343.9K +218.9K (+175.1%) 4.41M +2.7M (+162.4%) 0.62% +0.394 pp 0.07% +0.047 pp USD12.53 +2.2% 3 qtrs
32 BALYASNY ASSET MANAGEMENT L.P. 341.2K +341.2K (+100.0%) 4.37M +4.4M (+100.0%) 0.62% +0.616 pp 0.01% +0.006 pp USD12.81 +0.0% 1 qtrs NEW
33 NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. 339.1K +— (+0.0%) 4.34M -210.2K (-4.6%) 0.61% -0.003 pp 2.11% +0.163 pp USD10.24 +25.1% 4 qtrs
34 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 338.8K -887.5K (-72.4%) 4.34M -12.1M (-73.6%) 0.61% -1.613 pp 0.00% -0.008 pp USD10.51 +21.9% 9 qtrs
35 CONNORS INVESTOR SERVICES INC 308.7K -7.2K (-2.3%) 3.95M -287.6K (-6.8%) 0.56% -0.016 pp 0.34% -0.021 pp USD17.37 -26.3% 25 qtrs
36 GOLDMAN SACHS GROUP INC 307.1K -28.2K (-8.4%) 3.93M -569.0K (-12.6%) 0.55% -0.054 pp 0.00% 0.000 pp USD13.54 -5.4% 61 qtrs
37 LMR PARTNERS LLP 300.0K +300.0K (+100.0%) 3.84M +3.8M (+100.0%) 0.54% +0.542 pp 0.01% +0.007 pp USD12.81 +0.0% 1 qtrs NEW
38 CITADEL ADVISORS LLC 294.9K +156.5K (+113.2%) 3.78M +1.9M (+103.3%) 0.53% +0.281 pp 0.00% +0.000 pp USD11.96 +7.1% 28 qtrs
39 BESSEMER GROUP INC 236.8K +236.8K (+100.0%) 3.03M +3.0M (+100.0%) 0.43% +0.427 pp 0.00% +0.005 pp USD12.81 +0.0% 1 qtrs NEW
40 BOOTHBAY FUND MANAGEMENT, LLC 227.1K +227.1K (+100.0%) 2.91M +2.9M (+100.0%) 0.41% +0.410 pp 0.04% +0.043 pp USD12.81 +0.0% 1 qtrs NEW
41 VILLANOVA INVESTMENT MANAGEMENT CO LLC 209.2K +9.1K (+4.5%) 2.68M -7.5K (-0.3%) 0.38% +0.015 pp 1.89% +0.027 pp USD11.26 +13.8% 7 qtrs
42 BANK OF NEW YORK MELLON CORP 201.2K +41.2K (+25.7%) 2.58M +428.1K (+19.9%) 0.36% +0.073 pp 0.00% +0.000 pp USD35.23 -63.6% 61 qtrs
43 JCSD CAPITAL, LLC 157.8K +157.8K (+100.0%) 2.02M +2.0M (+100.0%) 0.28% +0.285 pp 2.39% +2.387 pp USD12.81 +0.0% 1 qtrs NEW
44 Y-INTERCEPT (HONG KONG) LTD 152.4K +63.3K (+71.2%) 1.95M +756.2K (+63.3%) 0.28% +0.114 pp 0.04% +0.015 pp USD13.17 -2.7% 4 qtrs
45 JACKSON CREEK INVESTMENT ADVISORS LLC 151.1K -4.8K (-3.1%) 1.94M -159.0K (-7.6%) 0.27% -0.010 pp 0.57% -0.034 pp USD10.78 +18.8% 3 qtrs
46 TUDOR INVESTMENT CORP ET AL 146.5K +69.1K (+89.3%) 1.88M +837.4K (+80.5%) 0.26% +0.124 pp 0.00% +0.002 pp USD11.74 +9.1% 8 qtrs
47 INVESCO LTD. 145.3K -35.9K (-19.8%) 1.86M -572.8K (-23.5%) 0.26% -0.067 pp 0.00% 0.000 pp USD15.97 -19.8% 57 qtrs
48 BRIDGEWAY CAPITAL MANAGEMENT, LLC 130.0K -227.6K (-63.6%) 1.67M -3.1M (-65.3%) 0.23% -0.414 pp 0.03% -0.068 pp USD16.66 -23.1% 14 qtrs
49 OMERS ADMINISTRATION CORP 123.6K +123.6K (+100.0%) 1.58M +1.6M (+100.0%) 0.22% +0.223 pp 0.01% +0.011 pp USD12.81 +0.0% 1 qtrs NEW
50 AQR CAPITAL MANAGEMENT LLC 122.1K +713.0 (+0.6%) 1.56M -66.1K (-4.1%) 0.22% +0.000 pp 0.00% 0.000 pp USD12.43 +3.1% 40 qtrs
51 GSA CAPITAL PARTNERS LLP 112.7K +5.2K (+4.8%) 1.44M +— (+0.0%) 0.20% +0.008 pp 0.12% +0.004 pp USD9.92 +29.1% 4 qtrs
52 JACOBS ASSET MANAGEMENT, LLC 104.5K +104.5K (+100.0%) 1.34M +1.3M (+100.0%) 0.19% +0.189 pp 0.75% +0.746 pp USD12.81 +0.0% 1 qtrs NEW
53 CREDIT INDUSTRIEL ET COMMERCIAL 100.0K +100.0K (+100.0%) 1.28M +1.3M (+100.0%) 0.18% +0.181 pp 0.10% +0.098 pp USD12.81 +0.0% 1 qtrs NEW
54 PRUDENTIAL FINANCIAL INC 99.5K -916.6K (-90.2%) 1.27M -12.4M (-90.7%) 0.18% -1.664 pp 0.00% -0.015 pp USD9.94 +28.9% 54 qtrs
55 SQUAREPOINT OPS LLC 98.8K -57.9K (-37.0%) 1.27M -839.3K (-39.9%) 0.18% -0.106 pp 0.00% -0.001 pp USD8.91 +43.8% 4 qtrs
56 CITIGROUP INC 98.1K +86.6K (+749.6%) 1.26M +1.1M (+710.4%) 0.18% +0.156 pp 0.00% +0.001 pp USD13.07 -2.0% 61 qtrs
57 BARCLAYS PLC 98.0K +9.5K (+10.7%) 1.26M +219.2K (+21.1%) 0.18% +0.016 pp 0.00% +0.000 pp USD12.29 +4.2% 51 qtrs
58 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 97.7K +— (+0.0%) 1.25M -60.6K (-4.6%) 0.18% -0.001 pp 0.02% -0.002 pp USD10.13 +26.5% 4 qtrs
59 EMERALD MUTUAL FUND ADVISERS TRUST 96.0K +96.0K (+100.0%) 1.23M +1.2M (+100.0%) 0.17% +0.173 pp 0.06% +0.060 pp USD12.81 +0.0% 1 qtrs NEW
60 PMC FIG OPPORTUNITIES LLC 91.7K +91.7K (+100.0%) 1.17M +1.2M (+100.0%) 0.17% +0.166 pp 1.85% +1.845 pp USD12.81 +0.0% 1 qtrs NEW
61 STATE OF WISCONSIN INVESTMENT BOARD 89.4K +69.5K (+349.3%) 1.15M +878.1K (+328.5%) 0.16% +0.125 pp 0.00% +0.002 pp USD12.95 -1.1% 28 qtrs
62 CREATIVE PLANNING 86.6K +43.1K (+99.1%) 1.11M +525.0K (+89.9%) 0.16% +0.077 pp 0.00% +0.000 pp USD12.31 +4.1% 3 qtrs
63 CAXTON ASSOCIATES LLP 85.5K -2.8K (-3.2%) 1.09M -91.0K (-7.7%) 0.15% -0.006 pp 0.02% -0.007 pp USD12.23 +4.7% 4 qtrs
64 XTX TOPCO LTD 81.6K +7.8K (+10.6%) 1.04M +54.4K (+5.5%) 0.15% +0.014 pp 0.03% -0.024 pp USD9.28 +38.0% 5 qtrs
65 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 81.2K -33.6K (-29.3%) 1.04M -501.8K (-32.5%) 0.15% -0.062 pp 0.04% -0.025 pp USD9.66 +32.6% 5 qtrs
66 VIRTUS ETF ADVISERS LLC 80.3K +— (+0.0%) 1.03M -49.8K (-4.6%) 0.14% -0.001 pp 0.49% -0.108 pp USD10.78 +18.8% 3 qtrs
67 PROSPERITAS FINANCIAL LLC 78.0K +78.0K (+100.0%) 998.6K +998.6K (+100.0%) 0.14% +0.141 pp 0.39% +0.388 pp USD12.81 +0.0% 1 qtrs NEW
68 JPMORGAN CHASE & CO 77.5K +49.0K (+171.5%) 993.3K +609.8K (+159.0%) 0.14% +0.088 pp 0.00% +0.000 pp USD12.78 +0.2% 51 qtrs
69 UBS GROUP AG 76.9K -4.7K (-5.8%) 984.6K -111.0K (-10.1%) 0.14% -0.009 pp 0.00% +0.000 pp USD25.75 -50.3% 45 qtrs
70 DIAMETRIC CAPITAL, LP 75.0K +75.0K (+100.0%) 960.8K +960.8K (+100.0%) 0.14% +0.135 pp 0.26% +0.258 pp USD12.81 +0.0% 1 qtrs NEW
71 PRICE T ROWE ASSOCIATES INC /MD/ 74.9K +— (+0.0%) 960.0K -46.0K (-4.6%) 0.14% -0.001 pp 0.00% +0.000 pp USD18.76 -31.7% 45 qtrs
72 CRUISER CAPITAL ADVISORS, LLC 73.5K -56.8K (-43.6%) 941.5K -807.7K (-46.2%) 0.13% -0.104 pp 0.80% -0.948 pp USD12.00 +6.8% 3 qtrs
73 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 72.8K -92.8K (-56.0%) 932.8K -1.3M (-58.1%) 0.13% -0.169 pp 0.00% -0.005 pp USD10.55 +21.4% 11 qtrs
74 RHUMBLINE ADVISERS 71.6K -12.3K (-14.7%) 917.4K -210.0K (-18.6%) 0.13% -0.023 pp 0.00% 0.000 pp USD37.61 -65.9% 51 qtrs
75 HARVEST MANAGEMENT LLC 70.0K -40.0K (-36.4%) 896.7K -580.6K (-39.3%) 0.13% -0.073 pp 0.29% -0.351 pp USD12.83 -0.2% 3 qtrs
76 SUSQUEHANNA INTERNATIONAL GROUP, LLP 69.8K -75.8K (-52.1%) 893.5K -1.1M (-54.3%) 0.13% -0.138 pp 0.00% 0.000 pp USD9.66 +32.6% 49 qtrs
77 FULLER & THALER ASSET MANAGEMENT, INC. 69.4K -21.7K (-23.8%) 889.3K -334.4K (-27.3%) 0.13% -0.040 pp 0.00% -0.001 pp USD8.46 +51.4% 4 qtrs
78 ENGINEERS GATE MANAGER LP 65.8K +37.9K (+135.6%) 843.4K +468.0K (+124.7%) 0.12% +0.068 pp 0.01% +0.006 pp USD12.35 +3.7% 40 qtrs
79 BANK OF AMERICA CORP /DE/ 62.3K +1.4K (+2.3%) 798.2K -20.0K (-2.4%) 0.11% +0.002 pp 0.00% +0.000 pp USD12.06 +6.2% 52 qtrs
80 WELLS FARGO & COMPANY/MN 61.5K +18.9K (+44.5%) 787.8K +216.1K (+37.8%) 0.11% +0.034 pp 0.00% +0.000 pp USD13.01 -1.5% 57 qtrs
81 PENSERRA CAPITAL MANAGEMENT LLC 58.5K -12.5K (-17.6%) 749.0K -203.0K (-21.3%) 0.11% -0.023 pp 0.01% -0.003 pp USD9.12 +40.5% 8 qtrs
82 ASSENAGON ASSET MANAGEMENT S.A. 56.1K -59.7K (-51.6%) 718.2K -835.9K (-53.8%) 0.10% -0.109 pp 0.00% -0.001 pp USD16.42 -22.0% 25 qtrs
83 STRS OHIO 50.1K +4.6K (+10.1%) 641.8K +30.7K (+5.0%) 0.09% +0.008 pp 0.00% +0.000 pp USD9.90 +29.4% 23 qtrs
84 DIKER MANAGEMENT LLC 50.0K +— (+0.0%) 640.5K -31.0K (-4.6%) 0.09% 0.000 pp 0.50% -0.047 pp USD13.43 -4.6% 2 qtrs
85 CAMBRIA INVESTMENT MANAGEMENT, L.P. 49.9K +49.9K (+100.0%) 639.2K +639.2K (+100.0%) 0.09% +0.090 pp 0.04% +0.037 pp USD12.81 +0.0% 1 qtrs NEW
86 CANADA PENSION PLAN INVESTMENT BOARD 49.8K +49.8K (+100.0%) 637.9K +637.9K (+100.0%) 0.09% +0.090 pp 0.00% +0.000 pp USD12.81 +0.0% 1 qtrs NEW
87 QUANTBOT TECHNOLOGIES LP 49.5K +49.5K (+100.0%) 633.9K +633.9K (+100.0%) 0.09% +0.089 pp 0.02% +0.021 pp USD12.81 +0.0% 17 qtrs
88 ALLIANCEBERNSTEIN L.P. 46.2K +— (+0.0%) 591.3K -28.6K (-4.6%) 0.08% 0.000 pp 0.00% +0.000 pp USD51.32 -75.0% 61 qtrs
89 MILLENNIUM MANAGEMENT LLC 45.0K -13.2K (-22.6%) 576.8K -204.6K (-26.2%) 0.08% -0.024 pp 0.00% 0.000 pp USD8.99 +42.5% 60 qtrs
90 SG AMERICAS SECURITIES, LLC 43.8K +15.3K (+53.5%) 561.0K +178.0K (+46.5%) 0.08% +0.027 pp 0.00% -0.001 pp USD13.21 -3.0% 2 qtrs
91 PANAGORA ASSET MANAGEMENT INC 43.0K -10.3K (-19.3%) 551.4K -165.1K (-23.0%) 0.08% -0.019 pp 0.00% -0.001 pp USD13.43 -4.6% 2 qtrs
92 FOX RUN MANAGEMENT, L.L.C. 42.8K -11.2K (-20.7%) 547.9K -176.7K (-24.4%) 0.08% -0.021 pp 0.08% -0.028 pp USD13.43 -4.6% 4 qtrs
93 QUANTINNO CAPITAL MANAGEMENT LP 38.4K +22.7K (+143.4%) 492.5K +280.4K (+132.2%) 0.07% +0.041 pp 0.00% +0.000 pp USD11.21 +14.3% 4 qtrs
94 DEUTSCHE BANK AG\ 37.9K -95.7K (-71.6%) 486.0K -1.3M (-72.9%) 0.07% -0.174 pp 0.00% 0.000 pp USD11.12 +15.2% 50 qtrs
95 MERCER GLOBAL ADVISORS INC /ADV 37.4K +3.1K (+9.1%) 479.5K +18.7K (+4.1%) 0.07% +0.005 pp 0.00% +0.000 pp USD9.47 +35.3% 8 qtrs
96 PROSHARE ADVISORS LLC 36.0K +36.0K (+100.0%) 461.0K +461.0K (+100.0%) 0.07% +0.065 pp 0.00% +0.001 pp USD12.81 +0.0% 6 qtrs
97 HRT FINANCIAL LP 32.8K -54.8K (-62.5%) 420.0K -755.0K (-64.3%) 0.06% -0.100 pp 0.00% -0.003 pp USD9.51 +34.7% 4 qtrs
98 PERSISTENT ASSET PARTNERS LTD 32.7K +32.7K (+100.0%) 419.5K +419.5K (+100.0%) 0.06% +0.059 pp 0.19% +0.188 pp USD12.81 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 80 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Cambria Value and Momentum ETF VAMO 1.47% 1.56M 0.65%
2 iShares US Small Cap Value Factor ETF SVAL 0.33% 650.6K 0.20%
3 Avantis U.S. Small Cap Value ETF AVUV 0.09% 27.21M 0.25%
4 Avantis Global Small Cap Value UCITS ETF AVGS.L 0.09% 936.5K 0.39%
5 WisdomTree U.S. SmallCap Fund EES 0.08% 604.4K 0.38%
6 Goldman Sachs Innovate Equity ETF GINN 0.07% 144.8K 0.50%
7 Dimensional - US Small Cap Value ETF DFSV 0.06% 4.38M 0.30%
8 Avantis U.S. Small Cap Equity ETF AVSC 0.05% 1.48M 0.25%
9 iShares Russell 2000 Value ETF IWN 0.05% 6.93M 0.24%
10 Schwab Fundamental U.S. Small Company Index ETF FNDA 0.05% 4.33M 0.25%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
13
Shares acquired
Shares disposed
61.2K
Cash buys
Cash sales
Net activity
-61,239
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
2026-03-24 Ruppel Christian Devin Officer F-InKind D Class A Common Stock 6,388 11.17 71.4K 204,700 D
2026-03-23 Watkins Teresa Elaine Officer F-InKind D Class A Common Stock 3,102 11.27 35.0K 103,096 D
2026-03-23 Unruh Jess Officer F-InKind D Class A Common Stock 8,124 11.27 91.6K 205,594 D
2026-03-23 Ruppel Christian Devin Officer F-InKind D Class A Common Stock 8,592 11.27 96.8K 211,088 D
2026-03-23 Pugh Amy Myers Officer F-InKind D Class A Common Stock 3,913 11.27 44.1K 96,516 D
2026-03-21 Watkins Teresa Elaine Officer F-InKind D Class A Common Stock 3,751 11.04 41.4K 106,198 D
2026-03-21 Unruh Jess Officer F-InKind D Class A Common Stock 8,601 11.04 95.0K 213,718 D
2026-03-21 Ruppel Christian Devin Officer F-InKind D Class A Common Stock 6,686 11.04 73.8K 219,680 D
2026-03-21 Pugh Amy Myers Officer F-InKind D Class A Common Stock 4,732 11.04 52.2K 100,429 D
2026-03-07 Watkins Teresa Elaine Officer F-InKind D Class A Common Stock 1,196 11.60 13.9K 109,949 D
2026-03-07 Unruh Jess Officer F-InKind D Class A Common Stock 2,824 11.60 32.8K 222,319 D
2026-03-07 Ruppel Christian Devin Officer F-InKind D Class A Common Stock 1,922 11.60 22.3K 226,366 D
2026-03-07 Pugh Amy Myers Officer F-InKind D Class A Common Stock 1,408 11.60 16.3K 105,161 D
2025-12-15 Unruh Jess Officer F-InKind D Class A Common Stock 312 12.99 4.1K 224,359 D
2025-12-15 Ruppel Christian Devin Officer F-InKind D Class A Common Stock 169 12.99 2.2K 227,370 D
2025-11-28 Fanlo Saturnino Sixto Director S-Sale D Class A Common Stock 13,451 12.61 169.6K 92,737 D
2025-11-28 Brewster J Chris Director S-Sale D Class A Common Stock 7,969 12.37 98.6K 133,215 D
2025-11-13 Unruh Jess Officer A-Award A Class A Common Stock 9,017 0.00 223,699 D
2025-09-12 Pugh Amy Myers Officer F-InKind D Class A Common Stock 1,222 13.55 16.6K 106,569 D
2025-08-12 Ruppel Christian Devin Officer S-Sale D Class A Common Stock 16,966 12.00 203.6K 236,173 D
2025-07-22 Watkins Teresa Elaine Officer F-InKind D Class A Common Stock 656 10.27 6.7K 111,145 D
2025-06-19 JACOBS WILLIAM I Director / Officer A-Award A Class A Common Stock 131,717 0.00 357,514 D
2025-05-22 SHAHEEN GEORGE T Director A-Award A Class A Common Stock 24,429 0.00 111,966 D
2025-05-22 Razon Michelleta Director A-Award A Class A Common Stock 24,429 0.00 36,612 D
2025-05-22 RICHEY ELLEN Director A-Award A Class A Common Stock 24,429 0.00 74,469 D
2025-05-22 Millard Robert C. Director A-Award A Class A Common Stock 24,429 0.00 69,530 D
2025-05-22 Fanlo Saturnino Sixto Director A-Award A Class A Common Stock 24,429 0.00 106,188 D
2025-05-22 Brewster J Chris Director A-Award A Class A Common Stock 24,429 0.00 141,184 D
2025-05-09 Ruppel Christian Devin Officer S-Sale D Class A Common Stock 10,189 11.00 112.1K 253,139 D
2025-03-25 Ruppel Christian Devin Officer F-InKind D Class A Common Stock 1,467 8.17 12.0K 263,328 D
2025-03-24 Ruppel Christian Devin Officer A-Award A Class A Common Stock 25,542 0.00 264,795 D
2025-03-23 Watkins Teresa Elaine Officer F-InKind D Class A Common Stock 3,102 7.83 24.3K 111,801 D
2025-03-23 Unruh Jess Officer F-InKind D Class A Common Stock 7,178 7.83 56.2K 213,314 D
2025-03-23 Ruppel Christian Devin Officer F-InKind D Class A Common Stock 5,317 7.83 41.6K 239,253 D
2025-03-23 Pugh Amy Myers Officer F-InKind D Class A Common Stock 3,913 7.83 30.6K 107,791 D
2025-03-21 Watkins Teresa Elaine Officer A-Award A Class A Common Stock 46,214 0.00 114,903 D
2025-03-21 Unruh Jess Officer A-Award A Class A Common Stock 74,273 0.00 220,492 D
2025-03-21 Ruppel Christian Devin Officer A-Award A Class A Common Stock 79,224 0.00 244,570 D
2025-03-21 Pugh Amy Myers Officer A-Award A Class A Common Stock 49,515 0.00 111,704 D
2025-03-18 JACOBS WILLIAM I Director / Officer A-Award A Class A Common Stock 117,123 0.00 225,797 D
2025-03-07 Watkins Teresa Elaine Officer F-InKind D Class A Common Stock 1,456 7.46 10.9K 68,689 D
2025-03-07 Unruh Jess Officer F-InKind D Class A Common Stock 3,242 7.46 24.2K 146,219 D
2025-03-07 Ruppel Christian Devin Officer F-InKind D Class A Common Stock 2,340 7.46 17.5K 165,346 D
2025-03-07 Pugh Amy Myers Officer F-InKind D Class A Common Stock 1,668 7.46 12.4K 62,189 D
2025-03-07 Gresham George W Director / Officer F-InKind D Class A Common Stock 9,116 7.46 68.0K 406,210 D
2025-02-08 Watkins Teresa Elaine Officer F-InKind D Class A Common Stock 427 9.05 3.9K 70,145 D
2025-01-29 Unruh Jess Officer F-InKind D Class A Common Stock 292 9.04 2.6K 149,461 D
2025-01-29 Ruppel Christian Devin Officer F-InKind D Class A Common Stock 164 9.04 1.5K 167,686 D
2024-12-31 Topline Capital Partners, LP 10% Owner S-Sale D Common Stock 331,339 10.54 3.49M 5,376,787 D
2024-12-31 Topline Capital Management, LLC Other S-Sale D Common Stock 331,339 10.54 3.49M 5,376,787 I
2024-12-30 Topline Capital Partners, LP 10% Owner S-Sale D Common Stock 380,611 10.44 3.97M 5,708,126 D
2024-12-30 Topline Capital Management, LLC Other S-Sale D Common Stock 380,611 10.44 3.97M 5,708,126 I
2024-12-27 Topline Capital Partners, LP 10% Owner S-Sale D Common Stock 247,230 10.54 2.61M 6,088,737 D
2024-12-27 Topline Capital Management, LLC Other S-Sale D Common Stock 247,230 10.54 2.61M 6,088,737 I
2024-12-15 Unruh Jess Officer F-InKind D Class A Common Stock 647 11.00 7.1K 149,753 D
2024-12-15 Ruppel Christian Devin Officer F-InKind D Class A Common Stock 342 11.00 3.8K 167,850 D
2024-12-15 Gresham George W Director / Officer F-InKind D Class A Common Stock 4,227 11.00 46.5K 415,326 D
2024-11-09 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 43,179 10.72 462.9K 6,335,967 D
2024-11-09 Topline Capital Management, LLC Other P-Purchase A Common Stock 43,179 10.72 462.9K 6,335,967 I
2024-11-08 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 135,123 10.94 1.48M 6,292,788 D
2024-11-08 Topline Capital Management, LLC Other P-Purchase A Common Stock 135,123 10.94 1.48M 6,292,788 I
2024-10-21 Gresham George W Director / Officer F-InKind D Class A Common Stock 1,678 11.45 19.2K 419,553 D
2024-10-17 Gresham George W Director / Officer F-InKind D Class A Common Stock 10,144 11.95 121.2K 721,231 D
2024-09-24 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 162,243 11.87 1.93M 6,157,665 D
2024-09-24 Topline Capital Management, LLC Other P-Purchase A Common Stock 162,243 11.87 1.93M 6,157,665 I
2024-09-23 Topline Capital Partners, LP 10% Owner P-Purchase A Common Stock 36,671 12.49 458.0K 5,995,422 D
2024-09-23 Topline Capital Management, LLC Other P-Purchase A Common Stock 36,671 12.49 458.0K 5,995,422 I
2024-09-20 Topline Capital Partners, LP 10% Owner Common Stock 0 0.00 5,958,751 D
2024-09-20 Topline Capital Management, LLC Other Common Stock 0 0.00 5,958,751 I
2024-09-12 Pugh Amy Myers Officer F-InKind D Class A Common Stock 1,243 11.11 13.8K 63,857
2024-09-09 Watkins Teresa Elaine Officer F-InKind D Class A Common Stock 160 11.68 1.9K 70,572
2024-07-22 Watkins Teresa Elaine Officer F-InKind D Class A Common Stock 656 9.48 6.2K 70,732
2024-05-22 SHAHEEN GEORGE T Director A-Award A Class A Common Stock 24,366 0.00 87,537
2024-05-22 Razon Michelleta Director A-Award A Class A Common Stock 12,183 0.00 12,183
2024-05-22 RICHEY ELLEN Director A-Award A Class A Common Stock 24,366 0.00 50,040
2024-05-22 Millard Robert C. Director A-Award A Class A Common Stock 24,366 0.00 45,101
2024-05-22 JACOBS WILLIAM I Director A-Award A Class A Common Stock 24,366 0.00 108,674
2024-05-22 Fanlo Saturnino Sixto Director A-Award A Class A Common Stock 24,366 0.00 81,759
2024-05-22 Brewster J Chris Director A-Award A Class A Common Stock 24,366 0.00 116,755
2024-04-02 Watkins Teresa Elaine Officer F-InKind D Class A Common Stock 211 8.94 1.9K 71,388
2024-03-25 Ruppel Christian Devin Officer F-InKind D Class A Common Stock 1,786 9.05 16.2K 165,431
2024-03-25 Millard Robert C. Director D Class A Common Stock 0 0.00 20,735
2024-03-23 Watkins Teresa Elaine Officer A-Award A Class A Common Stock 38,210 0.00 71,599
2024-03-23 Unruh Jess Officer A-Award A Class A Common Stock 61,408 0.00 147,641
2024-03-23 Ruppel Christian Devin Officer A-Award A Class A Common Stock 65,502 0.00 167,217
2024-03-23 Pugh Amy Myers Officer A-Award A Class A Common Stock 40,939 0.00 65,100
2024-03-23 Gresham George W Director / Officer A-Award A Class A Common Stock 191,048 0.00 728,354
2024-03-11 Watkins Teresa Elaine Officer F-InKind D Class A Common Stock 224 9.02 2.0K 33,389
2024-03-11 Unruh Jess Officer F-InKind D Class A Common Stock 410 9.02 3.7K 86,233
2024-03-11 Ruppel Christian Devin Officer P-Purchase A Class A Common Stock 14,550 9.16 133.3K 101,715
2024-03-08 Starboard Value LP Other S-Sale D Class A Common Stock, $0.001 par value 4,266 8.58 36.6K 288,103
2024-03-08 Starboard Principal Co LP Other S-Sale D Class A Common Stock, $0.001 par value 11,837 8.58 101.6K 841,292
2024-03-07 Watkins Teresa Elaine Officer F-InKind D Class A Common Stock 1,456 8.52 12.4K 33,613
2024-03-07 Unruh Jess Officer F-InKind D Class A Common Stock 3,218 8.52 27.4K 86,643
2024-03-07 Starboard Value LP Other S-Sale D Class A Common Stock, $0.001 par value 5,989 8.44 50.5K 482,344
2024-03-07 Starboard Principal Co LP Other S-Sale D Class A Common Stock, $0.001 par value 2,540 8.44 21.4K 274,055
2024-03-07 Ruppel Christian Devin Officer F-InKind D Class A Common Stock 2,340 8.52 19.9K 69,212
2024-03-07 Pugh Amy Myers Officer F-InKind D Class A Common Stock 1,721 8.52 14.7K 24,161
2024-03-07 Gresham George W Director / Officer F-InKind D Class A Common Stock 9,075 8.52 77.3K 537,306
2024-03-06 Starboard Value LP Other S-Sale D Class A Common Stock, $0.001 par value 9,615 8.15 78.4K 511,689
2024-03-06 Starboard Principal Co LP Other S-Sale D Class A Common Stock, $0.001 par value 5,633 8.15 45.9K 298,003
2024-02-08 Watkins Teresa Elaine Officer F-InKind D Class A Common Stock 427 8.40 3.6K 35,069
2024-01-29 Unruh Jess Officer F-InKind D Class A Common Stock 585 9.46 5.5K 89,861
2024-01-29 Ruppel Christian Devin Officer F-InKind D Class A Common Stock 328 9.46 3.1K 71,552
2023-12-15 Unruh Jess Officer F-InKind D Class A Common Stock 1,298 9.38 12.2K 90,446
2023-12-15 Ruppel Christian Devin Officer F-InKind D Class A Common Stock 1,125 9.38 10.6K 71,880
2023-12-15 Gresham George W Director / Officer F-InKind D Class A Common Stock 6,387 9.38 59.9K 546,381
2023-11-17 Keigley Paula Ilene Director / 10% Owner 0 0.00 0
2023-10-21 Gresham George W Director / Officer F-InKind D Class A Common Stock 1,678 11.99 20.1K 552,768
2023-10-17 Gresham George W Director / Officer F-InKind D Class A Common Stock 12,563 12.31 154.7K 554,446
2023-10-06 Razon Michelleta Director 0 0.00 0
2023-09-12 Pugh Amy Myers Officer F-InKind D Class A Common Stock 1,629 13.42 21.9K 25,882
2023-09-09 Watkins Teresa Elaine Officer F-InKind D Class A Common Stock 160 13.80 2.2K 35,496
2023-07-22 Watkins Teresa Elaine Officer F-InKind D Class A Common Stock 656 20.32 13.3K 35,656
2023-05-25 SHAHEEN GEORGE T Director A-Award A Class A Common Stock 14,253 0.00 63,171
2023-05-25 RICHEY ELLEN Director A-Award A Class A Common Stock 14,253 0.00 25,674
2023-05-25 Osher Jeffrey Director A-Award A Class A Common Stock 7,126 0.00 18,637
2023-05-25 JACOBS WILLIAM I Director A-Award A Class A Common Stock 14,253 0.00 84,308
2023-05-25 Feld Peter A Director A-Award A Class A Common Stock, $0.001 par value 7,126 0.00 11,346
2023-05-25 Fanlo Saturnino Sixto Director A-Award A Class A Common Stock 14,253 0.00 57,393
2023-05-25 Date Rajeev V Director A-Award A Class A Common Stock 14,253 0.00 33,693
2023-05-25 Brewster J Chris Director A-Award A Class A Common Stock 14,253 0.00 92,389
2023-04-02 Watkins Teresa Elaine Officer F-InKind D Class A Common Stock 173 17.18 3.0K 36,312
2023-03-25 Ruppel Christian Devin Officer A-Award A Class A Common Stock 7,400 0.00 74,349
2023-03-11 Watkins Teresa Elaine Officer D-Return D Class A Common Stock 224 16.01 3.6K 36,485
2023-03-11 Unruh Jess Officer F-InKind D Class A Common Stock 348 16.01 5.6K 90,413
2023-03-11 Ruppel Christian Devin Officer F-InKind D Class A Common Stock 393 16.01 6.3K 66,949
2023-03-11 Bibelheimer Jason Officer F-InKind D Class A Common Stock 637 16.01 10.2K 98,377
2023-03-08 Parikh Amit Lokesh Officer F-InKind D Class A Common Stock 8,282 18.35 152.0K 109,244
2023-03-07 Watkins Teresa Elaine Officer A-Award A Class A Common Stock 14,729 0.00 36,709
2023-03-07 Unruh Jess Officer A-Award A Class A Common Stock 23,671 0.00 87,465
2023-03-07 Ruppel Christian Devin Officer A-Award A Class A Common Stock 23,671 0.00 64,775
2023-03-07 Pugh Amy Myers Officer A-Award A Class A Common Stock 14,729 0.00 27,511
2023-03-07 Parikh Amit Lokesh Officer F-InKind D Class A Common Stock 2,458 18.13 44.6K 117,526
2023-03-07 Gresham George W Director / Officer A-Award A Class A Common Stock 57,600 0.00 568,801
2023-03-07 Bibelheimer Jason Officer F-InKind D Class A Common Stock 747 18.13 13.5K 99,014
2023-02-08 Watkins Teresa Elaine Officer F-InKind D Class A Common Stock 427 18.68 8.0K 21,980
2023-01-29 Unruh Jess Officer F-InKind D Class A Common Stock 496 18.16 9.0K 63,794
2023-01-29 Ruppel Christian Devin Officer F-InKind D Class A Common Stock 328 18.16 6.0K 41,104
2023-01-29 Bibelheimer Jason Officer F-InKind D Class A Common Stock 1,186 18.16 21.5K 76,400
2023-01-13 Unruh Jess Officer F-InKind D Class A Common Stock 4,913 17.54 86.2K 64,290
2023-01-13 Ruppel Christian Devin Officer F-InKind D Class A Common Stock 888 17.54 15.6K 41,432
2023-01-13 Bibelheimer Jason Officer F-InKind D Class A Common Stock 5,532 17.54 97.0K 77,586
2022-12-15 Watkins Teresa Elaine Officer F-InKind D Class A Common Stock 44 17.37 764.28 22,407
2022-12-15 Unruh Jess Officer F-InKind D Class A Common Stock 1,220 17.37 21.2K 69,203
2022-12-15 Ruppel Christian Devin Officer F-InKind D Class A Common Stock 1,095 17.37 19.0K 42,320
2022-12-15 Parikh Amit Lokesh Officer F-InKind D Class A Common Stock 2,182 17.37 37.9K 85,723
2022-12-15 Bibelheimer Jason Officer F-InKind D Class A Common Stock 3,330 17.37 57.8K 83,118
2022-11-09 Starboard Value LP Director I Class A Common Stock, $0.001 par value 0 0.00 521,304
2022-11-09 Starboard Principal Co LP Director I Cash-Settled Total Return Swap 346,430 0.00
2022-11-08 Watkins Teresa Elaine Officer D Stock Option (right to buy Class A Common Stock) 1,500 24.25 36.4K
2022-11-08 Ruppel Christian Devin Officer D Class A Common Stock 0 0.00 43,415
2022-10-21 Gresham George W Officer F-InKind D Class A Common Stock 1,677 17.97 30.1K 419,145
2022-10-17 Gresham George W Officer A-Award A Class A Common Stock 103,680 0.00 420,822
2022-09-12 Pugh Amy Myers Officer A-Award A Class A Common Stock 12,782 0.00 12,782
2022-08-15 JACOBS WILLIAM I Director S-Sale D Class A Common Stock 500 22.48 11.2K 70,055
2022-08-07 Lockwood Kristina S Officer F-InKind D Class A Common Stock 126 24.52 3.1K 24,450
2022-07-15 JACOBS WILLIAM I Director S-Sale D Class A Common Stock 500 24.88 12.4K 70,555
2022-06-15 JACOBS WILLIAM I Director S-Sale D Class A Common Stock 500 25.16 12.6K 71,055
2022-06-08 Thompson Brandon Charles Officer F-InKind D Class A Common Stock 4,498 29.16 131.2K 132,548
2022-05-19 SHAHEEN GEORGE T Director A-Award A Class A Common Stock 8,440 0.00 48,918
2022-05-19 RICHEY ELLEN Director A-Award A Class A Common Stock 4,220 0.00 11,421
2022-05-19 Osher Jeffrey Director A-Award A Class A Common Stock 4,220 0.00 11,511
2022-05-19 JACOBS WILLIAM I Director A-Award A Class A Common Stock 8,440 0.00 71,555
2022-05-19 Feld Peter A Director A-Award A Class A Common Stock, $0.001 par value 4,220 0.00 4,220
2022-05-19 Fanlo Saturnino Sixto Director A-Award A Class A Common Stock 8,440 0.00 43,140
2022-05-19 Date Rajeev V Director A-Award A Class A Common Stock 8,440 0.00 25,654
2022-05-19 Bridgforth-Hodges Glinda Director A-Award A Class A Common Stock 8,440 0.00 29,708
2022-05-19 Brewster J Chris Director A-Award A Class A Common Stock 8,440 0.00 78,136
2022-05-16 JACOBS WILLIAM I Director S-Sale D Class A Common Stock 500 27.11 13.6K 63,115
2022-04-18 JACOBS WILLIAM I Director S-Sale D Class A Common Stock 500 27.19 13.6K 63,615
2022-03-25 HENRY DANIEL R Officer F-InKind D Class A Common Stock 5,505 27.74 152.7K 333,797
2022-03-15 JACOBS WILLIAM I Director S-Sale D Class A Common Stock 500 25.49 12.7K 64,115
2022-03-11 Unruh Jess Officer F-InKind D Class A Common Stock 348 25.08 8.7K 69,407
2022-03-11 Lockwood Kristina S Officer F-InKind D Class A Common Stock 161 25.08 4.0K 24,576
2022-03-11 Feld Peter A Director I Cash-Settled Total Return Swap 1,825,619 0.00 0
2022-03-11 Bibelheimer Jason Officer F-InKind D Class A Common Stock 637 25.08 16.0K 85,880
2022-03-08 Parikh Amit Lokesh Officer F-InKind D Class A Common Stock 4,132 24.22 100.1K 87,905
2022-03-02 Bridgforth-Hodges Glinda Director S-Sale D Class A Common Stock 3,500 27.25 95.4K 21,678
2022-02-15 JACOBS WILLIAM I Director S-Sale D Class A Common Stock 500 32.67 16.3K 64,615
2022-02-09 HENRY DANIEL R Director / Officer F-InKind D Class A Common Stock 5,601 30.81 172.6K 339,302
2022-02-08 Unruh Jess Officer A-Award A Class A Common Stock 3,670 0.00 70,122
2022-02-08 Thompson Brandon Charles Officer A-Award A Class A Common Stock 25,109 0.00 138,565
2022-02-08 Parikh Amit Lokesh Officer A-Award A Class A Common Stock 25,236 0.00 94,459
2022-02-08 Lockwood Kristina S Officer A-Award A Class A Common Stock 7,531 0.00 25,509
2022-02-08 HENRY DANIEL R Director / Officer A-Award A Class A Common Stock 62,774 0.00 350,559
2022-02-08 Bibelheimer Jason Officer A-Award A Class A Common Stock 8,787 0.00 87,394
2022-01-29 Unruh Jess Officer F-InKind D Class A Common Stock 286 30.18 8.6K 66,452
2022-01-29 Thompson Brandon Charles Officer F-InKind D Class A Common Stock 1,415 30.18 42.7K 113,456
2022-01-29 Lockwood Kristina S Officer F-InKind D Class A Common Stock 602 30.18 18.2K 17,978
2022-01-29 HENRY DANIEL R Director / Officer F-InKind D Class A Common Stock 1,679 30.18 50.7K 287,785
2022-01-29 Bibelheimer Jason Officer F-InKind D Class A Common Stock 684 30.18 20.6K 78,607
2022-01-18 JACOBS WILLIAM I Director S-Sale D Class A Common Stock 500 34.06 17.0K 65,115
2022-01-13 Unruh Jess Officer F-InKind D Class A Common Stock 4,591 35.10 161.1K 66,738
2022-01-13 Lockwood Kristina S Officer F-InKind D Class A Common Stock 369 35.10 13.0K 18,580
2022-01-13 Bibelheimer Jason Officer F-InKind D Class A Common Stock 5,209 35.10 182.8K 79,291
2021-12-31 Unruh Jess Officer F-InKind D Class A Common Stock 638 36.24 23.1K 71,048
2021-12-31 Lockwood Kristina S Officer F-InKind D Class A Common Stock 248 36.24 9.0K 18,949
2021-12-31 Bibelheimer Jason Officer F-InKind D Class A Common Stock 834 36.24 30.2K 84,038
2021-12-15 Unruh Jess Officer F-InKind D Class A Common Stock 1,301 35.37 46.0K 71,686

Executive team

Top executives
EBIT / Employee
61.3K
Shares Outstanding
56.66M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 George Gresham Former President and Chief Executive Officer 818.3K 6.69M 619.0K 7.8K 8.13M 82.23%
2 2024 Chris Ruppel Chief Revenue Officer 475.6K 1.16M 180.0K 7.7K 1.82M 63.55%
3 2024 Jess Unruh Chief Financial Officer 464.6K 1.08M 175.8K 8.6K 1.73M 62.55%
4 2024 Amy Pugh General Counsel and Secretary 450.6K 722.8K 170.6K 8.4K 1.35M 53.45%
5 2024 Teresa Watkins Chief Operations Officer 407.3K 674.6K 154.0K 5.1K 1.24M 54.36%
6 2023 George Gresham Former President and Chief Executive Officer 800.0K 7.63M 6.4K 8.44M 90.44%
7 2023 George Gresham President and Chief Executive Officer 800.0K 7.63M 6.4K 8.44M 90.44%
8 2023 Jess Unruh Chief Financial Officer 450.0K 1.29M 8.3K 1.75M 73.81%
9 2023 Chris Ruppel Chief Revenue Officer 450.0K 1.29M 7.6K 1.75M 73.84%
10 2023 Amit Parikh Former Executive Vice President, Banking Platform Services 302.9K 574.1K 463.3K 1.34M 42.84%
11 2023 Amy Pugh General Counsel and Secretary 425.0K 834.5K 8.3K 1.27M 65.83%
12 2023 Teresa Watkins Chief Operations Officer 400.0K 829.2K 6.5K 1.24M 67.10%
13 2022 Dan R. Henry Former President and Chief Executive Officer 646.2K 2.62M 3.26M 0.00%
14 2022 George Gresham Former President and Chief Executive Officer 679.4K 2.00M 512.0K 7.0K 3.20M 62.53%
15 2022 George Gresham President and Chief Executive Officer 679.4K 2.00M 512.0K 7.0K 3.20M 62.53%
16 2022 Chris Ruppel Chief Revenue Officer 352.5K 764.4K 7.1K 1.12M 68.01%
17 2022 Teresa Watkins Chief Operations Officer 306.5K 348.0K 184.9K 5.1K 844.6K 41.21%
18 2022 Amit Parikh Former Executive Vice President, Banking Platform Services 450.0K 200.2K 7.6K 657.8K 0.00%
19 2022 Amit Parikh Executive Vice President, Banking Platform Services 450.0K 200.2K 7.6K 657.8K 0.00%
20 2022 Jess Unruh Chief Financial Officer 397.8K 233.3K 7.6K 638.8K 0.00%
21 2021 Dan R. Henry Former President and Chief Executive Officer 800.0K 800.0K 12.43M 4.3K 14.03M 88.57%
22 2021 Dan R. Henry President and Chief Executive Officer 800.0K 800.0K 12.43M 4.3K 14.03M 88.57%
23 2021 George Gresham Chief Finance and Operating Officer 117.5K 160.3K 11.17M 11.45M 97.57%
24 2021 George Gresham President and Chief Executive Officer 117.5K 160.3K 11.17M 11.45M 97.57%
25 2021 Amit Parikh Executive Vice President of Banking Platform Services 363.5K 259.9K 5.95M 17.3K 6.59M 90.28%
26 2021 Amit Parikh Former Executive Vice President, Banking Platform Services 363.5K 259.9K 5.95M 17.3K 6.59M 90.28%
27 2021 Amit Parikh Executive Vice President, Banking Platform Services 363.5K 259.9K 5.95M 17.3K 6.59M 90.28%
28 2021 Brandon Thompson Executive Vice President of Retail, Tax and PayCard Divisions 450.0K 317.3K 3.69M 7.2K 4.46M 82.65%
29 2021 Jason Bibelheimer Chief Human Resources Officer 427.9K 301.5K 1.29M 7.3K 2.03M 63.66%
30 2021 Jess Unruh Chief Financial Officer 390.0K 275.0K 539.3K 7.3K 1.21M 44.51%
31 2021 Jess Unruh Chief Accounting Officer and Former Interim Chief Financial Officer 390.0K 275.0K 539.3K 7.3K 1.21M 44.51%
32 2020 Dan R. Henry Former President and Chief Executive Officer 650.8K 4.00M 10.38M 770.5K 5.7K 15.81M 90.97%
33 2020 Dan R. Henry President and Chief Executive Officer 650.8K 4.00M 10.38M 770.5K 5.7K 15.81M 90.97%
34 2020 Daniel Eckert Former Executive Vice President, Chief Product, Strategy and Development Officer 346.9K 3.87M 9.71M 1.83M 15.76M 86.19%
35 2020 Brandon Thompson Executive Vice President of Retail, Tax and PayCard Divisions 251.0K 9.72M 190.9K 5.1K 10.17M 95.61%
36 2020 Kuan Archer Former Chief Technology Officer 343.5K 3.04M 256.5K 3.64M 83.49%
37 2020 Jason Bibelheimer Chief Human Resources Officer 518.3K 1.76M 168.8K 7.1K 2.46M 71.74%
38 2020 William I Jacobs Chair of Board of Directors and Former Interim Chief Executive Officer 416.3K 241.5K 1.56M 2.22M 70.36%
39 2020 Jess Unruh Interim Chief Financial Officer and Chief Accounting Officer 480.0K 50.0K 1.37M 146.3K 7.1K 2.05M 66.69%
40 2020 Jess Unruh Chief Accounting Officer and Former Interim Chief Financial Officer 480.0K 50.0K 1.37M 146.3K 7.1K 2.05M 66.69%
41 2020 Jess Unruh Chief Financial Officer 480.0K 50.0K 1.37M 146.3K 7.1K 2.05M 66.69%
42 2020 Kristina Lockwood General Counsel 390.0K 365.7K 131.3K 5.5K 892.4K 40.98%
43 2019 Steven W. Streit Former President and Chief Executive Officer 894.2K 5.16M 6.05M 85.23%
44 2019 Rob Strub Former Chief Operating Officer 361.7K 382.2K 3.90M 4.65M 83.99%
45 2019 Mark L. Shifke Former Chief Financial Officer 548.1K 2.99M 3.54M 84.51%
46 2019 Kuan Archer Former Chief Technology Officer 475.0K 2.99M 7.0K 3.47M 86.12%
47 2019 Kuan Archer Chief Technology Officer 475.0K 2.99M 7.0K 3.47M 86.12%
48 2019 Brett Narlinger Former Chief Revenue Officer 501.9K 2.77M 3.27M 84.67%
49 2018 Steven W. Streit Former President and Chief Executive Officer 750.0K 3.63M 1.13M 5.50M 65.93%
50 2018 Steven W. Streit President and Chief Executive Officer 750.0K 3.63M 1.13M 5.50M 65.93%
51 2018 Brett Narlinger Former Chief Revenue Officer 440.0K 2.59M 660.0K 3.69M 70.16%
52 2018 Brett Narlinger Chief Revenue Officer 440.0K 2.59M 660.0K 3.69M 70.16%
53 2018 Kuan Archer Former Chief Technology Officer 475.0K 899.5K 712.5K 5.5K 2.09M 42.99%
54 2018 Kuan Archer President, Chief Product and Technology Officer 475.0K 899.5K 712.5K 5.5K 2.09M 42.99%
55 2018 Kuan Archer Chief Technology Officer 475.0K 899.5K 712.5K 5.5K 2.09M 42.99%
56 2018 Mark L. Shifke Chief Financial Officer 475.0K 899.5K 712.5K 2.09M 43.10%
57 2018 Mark L. Shifke Former Chief Financial Officer 475.0K 899.5K 712.5K 2.09M 43.10%
58 2018 John C. Ricci General Counsel 380.0K 799.6K 427.5K 8.3K 1.62M 49.50%
59 2017 Kuan Archer President, Chief Product and Technology Officer 440.0K 4.86M 528.0K 4.5K 5.83M 83.33%
60 2017 Kuan Archer Chief Technology Officer 440.0K 4.86M 528.0K 4.5K 5.83M 83.33%
61 2017 Kuan Archer Chief Operating Officer 440.0K 4.86M 528.0K 4.5K 5.83M 83.33%
62 2017 Konrad Alt Chief Banking Officer 51.9K 5.03M 58.4K 649.00 5.14M 97.84%
63 2017 Steven W. Streit President and Chief Executive Officer 666.0K 2.94M 999.0K 4.60M 63.82%
64 2017 Steven W. Streit Former President and Chief Executive Officer 666.0K 2.94M 999.0K 4.60M 63.82%
65 2017 Brett Narlinger Former Chief Revenue Officer 440.0K 2.55M 660.0K 3.65M 69.82%
66 2017 Brett Narlinger Chief Revenue Officer 440.0K 2.55M 660.0K 3.65M 69.82%
67 2017 Mark L. Shifke Chief Financial Officer 450.0K 700.0K 675.0K 1.82M 38.36%
68 2017 Mark L. Shifke Former Chief Financial Officer 450.0K 700.0K 675.0K 1.82M 38.36%
69 2017 John C. Ricci General Counsel 370.8K 660.0K 361.5K 4.9K 1.40M 47.24%
70 2016 Mark L. Shifke Chief Financial Officer 450.0K 3.87M 594.0K 4.92M 78.78%
71 2016 Steven W. Streit President and Chief Executive Officer 666.0K 2.93M 879.1K 4.48M 65.48%
72 2016 Mary J. Dent Chief Executive Officer, Green Dot Bank 146.7K 1.45M 117.3K 197.9K 1.91M 75.84%
73 2016 Konstantinos Sgoutas Former Chief Revenue Officer 440.0K 775.0K 580.8K 4.5K 1.80M 43.05%
74 2016 Lewis B. Goodwin Former Chief Executive Officer, Green Dot Bank 360.0K 840.0K 332.6K 4.7K 1.54M 54.64%
75 2016 Kuan Archer Chief Operating Officer 440.0K 625.0K 464.6K 592.00 1.53M 40.84%
76 2016 Kuan Archer President, Chief Product and Technology Officer 440.0K 625.0K 464.6K 592.00 1.53M 40.84%
77 2016 John C. Ricci General Counsel and Secretary 370.8K 825.0K 318.1K 4.9K 1.52M 54.32%
78 2016 John C. Ricci General Counsel 370.8K 825.0K 318.1K 4.9K 1.52M 54.32%
79 2015 Mark L. Shifke Chief Financial Officer 450.0K 2.35M 319.1K 3.12M 75.37%
80 2015 Steven W. Streit President and Chief Executive Officer 666.0K 1.86M 472.2K 3.00M 62.03%
81 2015 Konstantinos Sgoutas Former Chief Revenue Officer 440.0K 1.59M 312.0K 3.7K 2.35M 67.81%
82 2015 Kuan Archer Chief Operating Officer 440.0K 1.36M 249.6K 3.8K 2.06M 66.31%
83 2015 Lewis B. Goodwin Former Chief Executive Officer, Green Dot Bank 360.0K 672.0K 178.7K 4.0K 1.21M 55.32%
84 2015 John C. Ricci General Counsel and Secretary 370.8K 553.4K 131.4K 4.2K 1.06M 52.22%
85 2014 Steven W. Streit President and Chief Executive Officer 580.6K 2.27M 606.1K 3.7K 3.46M 65.60%
86 2014 Steven W. Streit President and Chief Executive Officer 580.6K 2.27M 606.1K 3.7K 3.46M 65.60%
87 2014 Konstantinos Sgoutas Chief Revenue Officer 390.0K 970.0K 400.4K 3.4K 1.76M 54.99%
88 2014 Konstantinos Sgoutas Former Chief Revenue Officer 390.0K 970.0K 400.4K 3.4K 1.76M 54.99%
89 2014 Grace T. Wang Chief Financial Officer 400.0K 560.0K 273.0K 2.4K 1.24M 45.33%
90 2014 Lewis B. Goodwin Former Chief Executive Officer, Green Dot Bank 313.8K 680.0K 229.3K 3.2K 1.23M 55.45%
91 2014 Lewis B. Goodwin Chief Executive Officer, Green Dot Bank 313.8K 680.0K 229.3K 3.2K 1.23M 55.45%
92 2014 John C. Ricci General Counsel 362.5K 560.0K 168.7K 3.3K 1.09M 51.16%
93 2014 John C. Ricci General Counsel and Secretary 362.5K 560.0K 168.7K 3.3K 1.09M 51.16%
94 2013 Stephen W. Streit President and Chief Executive Officer 555.0K 200.0K 5.22M 627.2K 3.7K 6.60M 79.01%
95 2013 Steven W. Streit President and Chief Executive Officer 555.0K 200.0K 5.22M 627.2K 3.7K 6.60M 79.01%
96 2013 Grace T. Wang Chief Financial Officer 38.5K 310.0K 2.41M 985.9K 3.75M 90.70%
97 2013 Grace T. Wang Chief Financial Officer 38.5K 310.0K 2.41M 985.9K 3.75M 90.70%
98 2013 Konstantinos Sgoutas Chief Revenue Officer 375.0K 260.8K 693.2K 423.8K 2.8K 1.76M 54.34%
99 2013 John C. Ricci General Counsel 360.0K 383.4K 173.9K 203.4K 538.00 1.12M 49.70%
100 2013 Lewis B. Goodwin Chief Executive Officer, Green Dot Bank 300.0K 293.8K 173.9K 237.3K 1.01M 46.54%
101 2013 John L. Keatley † Former Chief Financial Officer 346.5K 347.8K 692.00 695.1K 50.04%
102 2012 Konstantinos Sgoutas Chief Revenue Officer 371.8K 2.44M 14.8K 2.83M 86.33%
103 2012 Konstantinos Sgoutas Chief Revenue Officer 371.8K 2.44M 14.8K 2.83M 86.33%
104 2012 William D. Sowell† Former Chief Operating Officer 410.0K 559.1K 473.9K 1.44M 38.75%
105 2012 John L. Keatley † Former Chief Financial Officer 425.0K 559.1K 8.2K 992.3K 56.35%
106 2012 John L. Keatley Chief Financial Officer 425.0K 559.1K 8.2K 992.3K 56.35%
107 2012 Lewis B. Goodwin Chief Executive Officer, Green Dot Bank 300.0K 495.7K 9.0K 804.7K 61.60%
108 2012 Lewis B. Goodwin Chief Executive Officer, Green Dot Bank 300.0K 495.7K 9.0K 804.7K 61.60%
109 2012 John C. Ricci General Counsel 360.0K 247.9K 8.3K 616.1K 40.23%
110 2012 Stephen W. Streit President and Chief Executive Officer 538.8K 2.1K 540.9K 0.00%
111 2012 Steven W. Streit President and Chief Executive Officer 538.8K 2.1K 540.9K 0.00%
112 2012 Mark T. Troughton†† Former President, Cards and Network 73.1K 395.8K 468.9K 0.00%
113 2011 William D. Sowell† Former Chief Operating Officer 376.8K 2.67M 120.9K 67.4K 3.24M 82.55%
114 2011 William D. Sowell Chief Operating Officer 376.8K 2.67M 120.9K 67.4K 3.24M 82.55%
115 2011 Steven W. Streit President and Chief Executive Officer 525.0K 1.05M 160.2K 1.8K 1.73M 60.39%
116 2011 Stephen W. Streit President and Chief Executive Officer 525.0K 1.05M 160.2K 1.8K 1.73M 60.39%
117 2011 Mark T. Troughton†† Former President, Cards and Network 475.0K 534.9K 138.4K 5.0K 1.15M 46.38%
118 2011 Mark T. Troughton† Former President, Cards and Network 475.0K 534.9K 138.4K 5.0K 1.15M 46.38%
119 2011 John L. Keatley Chief Financial Officer 425.0K 334.3K 129.1K 8.1K 896.4K 37.29%
120 2011 John L. Keatley † Former Chief Financial Officer 425.0K 129.1K 8.1K 896.4K 0.00%
121 2011 John C. Ricci General Counsel 357.3K 116.0K 8.3K 682.2K 0.00%
122 2010 Steven W. Streit President and Chief Executive Officer 525.0K 125.0K 2.1K 652.1K 0.00%
123 2010 Stephen W. Streit President and Chief Executive Officer 525.0K 125.0K 2.1K 652.1K 0.00%
124 2010 Mark T. Troughton†† Former President, Cards and Network 475.0K 100.0K 7.7K 582.7K 0.00%
125 2010 Mark T. Troughton† Former President, Cards and Network 475.0K 100.0K 7.7K 582.7K 0.00%
126 2010 John L. Keatley Chief Financial Officer 425.0K 100.0K 8.3K 533.3K 0.00%
127 2010 William D. Sowell Chief Operating Officer 285.0K 114.0K 75.3K 474.3K 0.00%
128 2010 William D. Sowell† Former Chief Operating Officer 285.0K 114.0K 75.3K 474.3K 0.00%
129 2010 John C. Ricci General Counsel 350.0K 100.0K 3.3K 453.3K 0.00%
130 2010 John L. Keatley
131 2010 John C. Ricci
132 2010 William D. Sowell
133 2010 Mark T. Troughton
134 2010 Steven W. Streit Executive Officer
135 2009 John L. Keatley Chief Financial Officer 289.2K 1.26M 100.0K 1.65M 76.43%
136 2009 John C. Ricci General Counsel 269.6K 561.0K 100.0K 930.6K 60.28%
137 2009 Steven W. Streit President and Chief Executive Officer 450.0K 75.0K 3.2K 528.2K 0.00%
138 2009 Mark T. Troughton† Former President, Cards and Network 339.2K 150.0K 489.2K 0.00%
139 2009 William D. Sowell Chief Operating Officer 94.9K 233.1K 26.1K 24.2K 378.2K 61.62%
140 2009 Steven W. Streit Executive Officer
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-04-11 DEFA14A
2025-04-11 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 SC 13G/A
2026-05-11 8-K
2026-05-11 10-Q
2026-05-08 DEFM14A
2026-05-05 SC 13G
2026-04-30 10-K/A
2026-04-07 8-K
2026-03-30 SC 13G/A
2026-03-27 SC 13G/A
2026-03-24 4

Executive team

NameTitleCompensationGender
Michael Meston Chief Human Resources Officer 736.6K male
Chris Ruppel President & Chief Revenue Officer 663.3K male
Jess Unruh Chief Financial Officer 649.0K male
Amy Myers Pugh General Counsel & Secretary 629.5K female
Teresa Watkins Chief Operations Officer 566.4K female
William I. Jacobs CEO & Chairman of the Board 275.0K male
Michael Althouse Chief Compliance Officer male
Dave Harden Chief Technology Officer male
Brian Schmidt Senior VP & CEO of Santa Barbara Tax Products Group male
Timothy Wayne Willi Senior Vice President of Finance & Corporate Development male
Alison Lubert Senior Vice President & Head of Corporate Communications female
ESG Rating
B
FINANCIAL - CREDIT SERVICES
Rank: 46 out of 88
2022
E (Environmental)
56.4 / 60.0
Company / Sector avg.
S (Social)
61.8 / 63.1
Company / Sector avg.
G (Governance)
60.4 / 59.1
Company / Sector avg.
ESG Total
59.5 / 60.7
Company / Sector avg.
ESG Score History FINANCIAL - CREDIT SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

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 history

Earnings history

Earnings reports

Stock splits