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Greystone Housing Impact Investors LP (GHI)

USD5.25 -0.09 (-1.69%)
US NYSE Financial Services Financial - Mortgages
Address 14301 FNB Parkway Suite 211Omaha, 68154United States 68154
Omaha, NE, US
CEO Kenneth C. Rogozinski
IPO 1986-04-02
CIK 1059142 ISIN US02364V2060

Explore sections of this company profile

Also trades on NASDAQ Global Select · ATAX (USD) New York Stock Exchange · GHI (USD)
Description

Greystone Housing Impact Investors LP actively manages a diverse portfolio of mortgage revenue bonds (MRBs). These bonds are utilized to provide both construction and permanent financing solutions for a range of residential and commercial developments, specifically targeting multifamily, student housing, and general commercial properties. The company's business is organized into four main operating areas: investments in affordable multifamily MRBs, MRBs dedicated to seniors and skilled nursing facilities, direct multifamily property ownership, and market-rate joint venture investments. Founded in 1998, the firm maintains its principal office in Omaha, Nebraska. It operated under the name America First Multifamily Investors, L.P. until December 2022, when it officially rebranded to Greystone Housing Impact Investors LP.

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
USD5.25 -0.09 (-1.69%)
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Volume Profile
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Liquidity & share structure
Average Volume
68.9K
Beta
0.74
Float Shares
22.74M
Free Float %
96.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.16% -2.44% +0.78% -31.31% -24.64% -24.53% -55.21% -67.38% -70.10% -67.19% -88.94%
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 (5 ratings, all time) Buy
Price Targets & DCF
Current price
5.25
Low 17.00 +223.8%
Consensus 18.00 +242.9%
Median 18.00 +242.9%
High 19.00 +261.9%
DCF (Unlevered) 307.00 +5,747.6%

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) 50% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 2
18.00
+242.9%
Quality scores
Altman Z-Score
0.07
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
2 / 5
Medium
ROA Score
2 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Mortgages: +18.2%
    -14.6% Q1'26: +99,553.7% (vs Q1'25)
  • EPS growth Financial - Mortgages: +18.3%
    -142.9% Q1'26: +51,727.3% (vs Q1'25)
  • FCF margin FCF growth · Financial - Mortgages: +84.8%
    -7.2% Q1'26: -0.8% (vs Q1'25)
  • EBIT margin Financial - Mortgages: +34.8%
    +50.8% Q1'26: +0.0% (vs Q1'25)
  • ROIC Financial - Mortgages: +4.9%
    +2.9% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Financial - Mortgages: 0.0%
    +0.5% Q1'26: +0.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Mortgages: 7.44×
    25.28× Q1'26: 0.00× (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 (0.78) × ERP
WACC = 10% × Ke + 90% × Kd (4.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 306.98 Current price: 5.25
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 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
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
49.73M
est: 59.03M (-15.8%)
55.67M
est: 71.76M (-22.4%)
62.89M
est: 74.11M (-15.1%)
62.31M
est: 79.22M (-21.4%)
78.46M
est: 79.80M (-1.7%)
56.94M
est: 58.01M (-1.8%)
83.96M
est: 64.60M (+30.0%)
133.97M
est: 95.73M (+40.0%)
145.34M
est: 34.33M (+323.3%)
100.03M
est: 98.75M (+1.3%)
85.39M
est: 96.19M (-11.2%)
93.27M
88.81M – 97.73M
-3.0% YoY
81.33M
77.44M – 85.21M
-12.8% YoY
EBITDA
24.79M
est: 20.89M (+18.6%)
21.73M
est: 25.40M (-14.5%)
24.90M
est: 26.23M (-5.1%)
41.01M
est: 28.04M (+46.3%)
33.63M
est: 28.24M (+19.1%)
10.10M
est: 20.53M (-50.8%)
40.90M
est: 22.86M (+78.9%)
68.23M
est: 33.88M (+101.4%)
55.56M
est: 14.42M (+285.3%)
21.38M
est: 41.48M (-48.5%)
43.36M
est: 40.40M (+7.3%)
39.18M
37.30M – 41.05M
-3.0% YoY
34.16M
32.53M – 35.79M
-12.8% YoY
EBIT
37.71M
est: 19.56M (+92.8%)
44.21M
est: 23.78M (+85.9%)
58.84M
est: 24.56M (+139.6%)
65.08M
est: 26.25M (+147.9%)
30.54M
est: 26.44M (+15.5%)
7.29M
est: 19.22M (-62.1%)
38.16M
est: 21.40M (+78.3%)
65.51M
est: 31.72M (+106.5%)
54.02M
est: 13.98M (+286.3%)
21.36M
est: 40.22M (-46.9%)
43.35M
est: 39.18M (+10.6%)
37.99M
36.17M – 39.80M
-3.0% YoY
33.12M
31.54M – 34.71M
-12.8% YoY
Net Income
26.61M
est: 29.99M (-11.3%)
23.78M
est: 21.33M (+11.5%)
30.59M
est: 20.33M (+50.5%)
41.14M
est: 31.99M (+28.6%)
30.49M
est: 28.66M (+6.4%)
7.21M
est: 6.66M (+8.2%)
38.10M
est: 40.66M (-6.3%)
65.56M
est: 59.74M (+9.7%)
54.01M
est: 28.44M (+89.9%)
21.32M
est: 20.86M (+2.2%)
-7.61M
est: 29.44M (-125.9%)
29.09M
27.28M – 30.90M
-1.2% YoY
19.47M
18.26M – 20.68M
-33.1% YoY
SGA
18.71M
est: 12.40M (+50.9%)
20.06M
est: 15.08M (+33.1%)
21.00M
est: 15.57M (+34.9%)
18.53M
est: 16.64M (+11.3%)
20.11M
est: 16.76M (+20.0%)
17.40M
est: 12.19M (+42.8%)
18.82M
est: 13.57M (+38.6%)
22.19M
est: 20.11M (+10.3%)
23.06M
est: 6.64M (+247.3%)
19.65M
est: 19.10M (+2.9%)
18.98M
est: 18.61M (+2.0%)
18.04M
17.18M – 18.90M
-3.0% YoY
15.73M
14.98M – 16.48M
-12.8% YoY
EPS
1.00
est: 1.30 (-23.1%)
1.00
est: 0.92 (+8.2%)
1.29
est: 0.88 (+46.4%)
2.01
est: 1.39 (+45.0%)
1.22
est: 1.24 (-1.8%)
0.34
est: 0.29 (+17.7%)
1.51
est: 1.76 (-14.3%)
2.59
est: 2.59 (+0.0%)
1.93
est: 1.24 (+56.0%)
0.77
est: 0.90 (-14.4%)
-0.33
est: 1.27 (-126.0%)
1.26
1.18 – 1.33
-1.2% YoY
0.84
0.79 – 0.89
-33.1% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B- 3/5 1/5 2/5 2/5 1/5 4/5 5/5
2026-05-08 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-07 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-06 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-05 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-04 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-01 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-30 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-29 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-28 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-27 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-24 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-23 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-22 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-21 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-20 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-17 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-16 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
3.57M
OE per share TTM
0.16
Owner's Yield
3.01%
Maintenance CapEx ratio
7.08%
Maint CapEx / Avg PPE
0.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
10
Total invested
680.6K
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
10
-37 vs prev Q
New positions
2
Closed positions
37
Increased
5
Reduced
2
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 MORGAN STANLEY 587.8K +223.5K (+61.3%) 4.05M +297.3K (+7.9%) 2.54% +0.965 pp 0.00% +0.000 pp USD11.89 -42.1% 15 qtrs
2 EQUITABLE HOLDINGS, INC. 333.9K +96.4K (+40.6%) 2.30M -145.9K (-6.0%) 1.44% +0.416 pp 0.02% -0.002 pp USD12.37 -44.3% 15 qtrs
3 ROYAL BANK OF CANADA 265.4K +62.6K (+30.9%) 1.83M -260.0K (-12.4%) 1.15% +0.270 pp 0.00% +0.000 pp USD12.35 -44.2% 15 qtrs
4 RAYMOND JAMES FINANCIAL INC 223.1K -104.4K (-31.9%) 1.54M -1.8M (-54.4%) 0.96% -0.451 pp 0.00% -0.001 pp USD10.40 -33.8% 5 qtrs
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.9K +75.9K (+216.6%) 764.1K +403.3K (+111.8%) 0.48% +0.327 pp 0.00% +0.000 pp USD7.95 -13.3% 7 qtrs
6 AMERICA FIRST INVESTMENT ADVISORS, LLC 65.5K -54.7K (-45.5%) 451.5K -786.5K (-63.5%) 0.28% -0.236 pp 0.08% -0.148 pp USD14.35 -52.0% 15 qtrs
7 STIFEL FINANCIAL CORP 48.4K -15.4K (-24.2%) 333.3K -323.6K (-49.3%) 0.21% -0.067 pp 0.00% 0.000 pp USD15.64 -55.9% 15 qtrs
8 LARSON FINANCIAL GROUP LLC 44.6K +1.5K (+3.6%) 307.1K -136.0K (-30.7%) 0.19% +0.007 pp 0.01% -0.005 pp USD11.14 -38.2% 3 qtrs
9 GSA CAPITAL PARTNERS LLP 41.4K +8.5K (+25.8%) 286.0K -53.0K (-15.6%) 0.18% +0.037 pp 0.02% -0.004 pp USD10.13 -32.0% 3 qtrs
10 JUMP FINANCIAL, LLC 38.4K +38.4K (+100.0%) 264.6K +264.6K (+100.0%) 0.17% +0.166 pp 0.00% +0.003 pp USD6.89 +0.0% 1 qtrs NEW
11 WELLS FARGO & COMPANY/MN 32.9K -6.9K (-17.3%) 226.9K -183.3K (-44.7%) 0.14% -0.030 pp 0.00% +0.000 pp USD17.08 -59.7% 15 qtrs
12 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30.3K -439.0 (-1.4%) 215.1K -100.1K (-31.8%) 0.13% -0.002 pp 0.00% 0.000 pp USD16.12 -57.3% 8 qtrs
13 SAMALIN INVESTMENT COUNSEL, LLC 30.6K -19.8K (-39.2%) 211.0K -308.0K (-59.3%) 0.13% -0.085 pp 0.07% -0.104 pp USD15.03 -54.2% 15 qtrs
14 UBS GROUP AG 28.9K -868.0 (-2.9%) 199.4K -107.6K (-35.1%) 0.12% -0.004 pp 0.00% +0.000 pp USD14.16 -51.3% 15 qtrs
15 MGO ONE SEVEN LLC 28.9K +28.9K (+100.0%) 198.8K +198.8K (+100.0%) 0.12% +0.125 pp 0.00% +0.004 pp USD6.89 +0.0% 1 qtrs NEW
16 BANK OF AMERICA CORP /DE/ 24.7K -3.5K (-12.3%) 170.1K -119.9K (-41.3%) 0.11% -0.015 pp 0.00% +0.000 pp USD17.03 -59.5% 15 qtrs
17 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 21.6K +247.0 (+1.2%) 149.0K -71.0K (-32.3%) 0.09% +0.001 pp 0.00% 0.000 pp USD17.09 -59.7% 15 qtrs
18 BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. 16.5K +— (+0.0%) 113.9K -56.4K (-33.1%) 0.07% +0.000 pp 0.00% -0.004 pp USD10.25 -32.8% 5 qtrs
19 JANE STREET GROUP, LLC 15.3K +15.3K (+100.0%) 105.6K +105.6K (+100.0%) 0.07% +0.066 pp 0.00% +0.000 pp USD6.89 +0.0% 1 qtrs NEW
20 CREATIVE PLANNING 15.2K +— (+0.0%) 104.9K -51.9K (-33.1%) 0.07% +0.000 pp 0.00% +0.000 pp USD17.27 -60.1% 15 qtrs
21 HRT FINANCIAL LP 14.7K +14.7K (+100.0%) 101.0K +101.0K (+100.0%) 0.06% +0.064 pp 0.00% +0.000 pp USD6.89 +0.0% 1 qtrs NEW
22 CETERA INVESTMENT ADVISERS 14.1K -2.0K (-12.3%) 97.2K -68.5K (-41.3%) 0.06% -0.009 pp 0.00% 0.000 pp USD17.15 -59.8% 15 qtrs
23 NEWEDGE ADVISORS, LLC 13.1K +— (+0.0%) 90.3K -44.7K (-33.1%) 0.06% +0.000 pp 0.00% 0.000 pp USD10.25 -32.8% 5 qtrs
24 CITADEL ADVISORS LLC 13.1K +13.1K (+100.0%) 90.3K +90.3K (+100.0%) 0.06% +0.057 pp 0.00% +0.000 pp USD6.89 +0.0% 1 qtrs NEW
25 SOA WEALTH ADVISORS, LLC. 12.2K -2.3K (-15.9%) 83.8K -65.2K (-43.8%) 0.05% -0.010 pp 0.01% -0.011 pp USD15.45 -55.4% 10 qtrs
26 ADVISOR GROUP HOLDINGS, INC. 12.2K -3.0K (-19.6%) 83.7K -77.7K (-48.1%) 0.05% -0.013 pp 0.00% 0.000 pp USD13.12 -47.5% 15 qtrs
27 KESTRA ADVISORY SERVICES, LLC 11.5K +627.0 (+5.8%) 79.0K -32.6K (-29.2%) 0.05% +0.003 pp 0.00% 0.000 pp USD10.11 -31.8% 2 qtrs
28 ING GROEP NV 11.3K +11.3K (+100.0%) 77.9K +77.9K (+100.0%) 0.05% +0.049 pp 0.00% +0.001 pp USD6.89 +0.0% 1 qtrs NEW
29 LPL FINANCIAL LLC 11.1K +11.1K (+100.0%) 76.5K +76.5K (+100.0%) 0.05% +0.048 pp 0.00% +0.000 pp USD6.89 +0.0% 15 qtrs
30 CI PRIVATE WEALTH, LLC 10.3K +10.3K (+100.0%) 71.0K +71.0K (+100.0%) 0.04% +0.045 pp 0.00% +0.000 pp USD6.89 +0.0% 1 qtrs NEW
31 GLADSTONE INSTITUTIONAL ADVISORY LLC 10.3K +10.3K (+100.0%) 70.9K +70.9K (+100.0%) 0.04% +0.044 pp 0.00% +0.003 pp USD6.89 +0.0% 1 qtrs NEW
32 STEPHENS INC /AR/ 10.1K -7.1K (-41.2%) 69.5K -107.1K (-60.7%) 0.04% -0.031 pp 0.00% -0.001 pp USD16.40 -58.0% 11 qtrs
33 EVERSOURCE WEALTH ADVISORS, LLC 10.0K +523.0 (+5.5%) 68.9K -28.7K (-29.4%) 0.04% +0.002 pp 0.00% -0.001 pp USD13.02 -47.1% 10 qtrs
34 CORECAP ADVISORS, LLC 1.6K +1.2K (+311.3%) 11.1K +7.0K (+175.1%) 0.01% +0.005 pp 0.00% +0.000 pp USD9.15 -24.7% 8 qtrs
35 GENEOS WEALTH MANAGEMENT INC. 1.4K +— (+0.0%) 9.7K -4.8K (-33.1%) 0.01% +0.000 pp 0.00% 0.000 pp USD10.78 -36.1% 5 qtrs
36 HERITAGE WEALTH ADVISORS 972.00 +— (+0.0%) 6.7K -3.3K (-33.1%) 0.00% +0.000 pp 0.00% 0.000 pp USD16.86 -59.1% 14 qtrs
37 EASTERN BANK 500.00 +— (+0.0%) 3.4K -1.7K (-33.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.30 -33.1% 2 qtrs
38 SCARBOROUGH ADVISORS, LLC 366.00 +13.0 (+3.7%) 2.5K -1.1K (-30.7%) 0.00% +0.000 pp 0.00% 0.000 pp USD11.13 -38.1% 3 qtrs
39 BARCLAYS PLC 278.00 +150.0 (+117.2%) 1.9K +597.0 (+45.3%) 0.00% +0.001 pp 0.00% +0.000 pp USD8.63 -20.2% 5 qtrs
40 TOWER RESEARCH CAPITAL LLC (TRC) 203.00 +203.0 (+100.0%) 1.4K +1.4K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD6.89 +0.0% 5 qtrs
41 ROCKEFELLER CAPITAL MANAGEMENT L.P. 104.00 +— (+0.0%) 722.00 -357.0 (-33.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.30 -33.1% 2 qtrs
42 HUNTINGTON NATIONAL BANK 1.00 +— (+0.0%) 7.00 -3.0 (-30.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD16.00 -56.9% 9 qtrs
43 CIBC PRIVATE WEALTH GROUP, LLC 1.00 +— (+0.0%) 7.00 -3.0 (-30.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.00 -50.8% 8 qtrs
44 RUSSELL INVESTMENTS GROUP, LTD. -625.0 (-100.0%) -6.4K (-100.0%) 0.00% -0.003 pp 0.00% +0.000 pp USD 2 qtrs SOLD
45 FIDUCIARY TRUST CO -27.4K (-100.0%) -282.2K (-100.0%) 0.00% -0.118 pp 0.00% -0.003 pp USD 15 qtrs SOLD
46 SAVVY ADVISORS, INC. -12.9K (-100.0%) -132.9K (-100.0%) 0.00% -0.056 pp 0.00% -0.006 pp USD 3 qtrs SOLD
47 PFG INVESTMENTS, LLC -12.3K (-100.0%) -126.3K (-100.0%) 0.00% -0.053 pp 0.00% -0.007 pp USD 12 qtrs SOLD
48 FREESTONE CAPITAL HOLDINGS, LLC -40.9K (-100.0%) -421.5K (-100.0%) 0.00% -0.177 pp 0.00% -0.013 pp USD 15 qtrs SOLD
49 NBC SECURITIES, INC. -828.0 (-100.0%) -8.5K (-100.0%) 0.00% -0.004 pp 0.00% -0.001 pp USD 10 qtrs SOLD
50 WILEY BROS.-AINTREE CAPITAL, LLC -11.9K (-100.0%) -122.9K (-100.0%) 0.00% -0.052 pp 0.00% -0.001 pp USD 5 qtrs SOLD
51 GROUP ONE TRADING, L.P. -1.1K (-100.0%) -11.8K (-100.0%) 0.00% -0.005 pp 0.00% +0.000 pp USD 2 qtrs SOLD
52 JPMORGAN CHASE & CO -2.4K (-100.0%) -25.0K (-100.0%) 0.00% -0.011 pp 0.00% +0.000 pp USD 15 qtrs SOLD
53 HILLTOP NATIONAL BANK -1.0K (-100.0%) -10.7K (-100.0%) 0.00% -0.005 pp 0.00% -0.003 pp USD 3 qtrs SOLD
54 US BANCORP \DE\ -30.3K (-100.0%) -312.0K (-100.0%) 0.00% -0.131 pp 0.00% 0.000 pp USD 15 qtrs SOLD
55 AMERITAS ADVISORY SERVICES, LLC -3.2K (-100.0%) -33.3K (-100.0%) 0.00% -0.014 pp 0.00% -0.002 pp USD 3 qtrs SOLD
56 ADVISORY SERVICES NETWORK, LLC -6.7K (-100.0%) -68.7K (-100.0%) 0.00% -0.029 pp 0.00% -0.001 pp USD 2 qtrs SOLD
57 ROYAL CAPITAL WEALTH MANAGEMENT, LLC -18.0K (-100.0%) -185.4K (-100.0%) 0.00% -0.078 pp 0.00% -0.114 pp USD 15 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
2.00
Bullish
Ratio by volume
1.94
Bullish
Buys
2
Sells
1
Shares acquired
2.6K
Shares disposed
1.3K
Cash buys
2.00
Cash sales
Net activity
+1,250
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
2025-11-30 Fletcher Drew Director F-InKind D Beneficial Unit Certificates 1,335 7.06 9.4K 18,468 D
2025-11-03 Baevsky Jeffrey Director P-Purchase A Beneficial Unit Certficiates 300 8.30 2.5K 24,400 D
2025-10-29 Baevsky Jeffrey Director P-Purchase A Beneficial Unit Certificates 2,285 8.67 19.8K 24,100 D
2025-06-23 Wilson Deborah A Director A-Award A Beneficial Unit Certificates 5,376 0.00 19,701 D
2025-06-23 Rogozinski Kenneth Officer A-Award A Beneficial Unit Certificates 38,344 0.00 166,733 D
2025-06-23 ROSENBERG STEPHEN Director A-Award A Beneficial Unit Certificates 6,568 0.00 23,740 D
2025-06-23 LILLY STEVEN C Director A-Award A Beneficial Unit Certificates 6,270 0.00 21,320 D
2025-06-23 Jacobsen Robert Keith Director A-Award A Beneficial Unit Certificates 5,376 0.00 12,458 D
2025-06-23 Griffith Walter K Director A-Award A Beneficial Unit Certificates 5,376 0.00 35,179 D
2025-06-23 Fletcher Drew Director A-Award A Beneficial Unit Certificates 6,568 0.00 19,803 D
2025-06-23 Coury Jesse A. Officer A-Award A Beneficial Unit Certificates 31,840 0.00 126,880 D
2025-06-23 Baevsky Jeffrey Director A-Award A Beneficial Unit Certificates 6,568 0.00 21,815 D
2025-02-25 Wilson Deborah A Director A-Award A Beneficial Unit Certificates 3,795 0.00 14,325 D
2025-02-25 Rogozinski Kenneth Officer A-Award A Beneficial Unit Certificates 24,501 0.00 128,389 D
2025-02-25 ROSENBERG STEPHEN Director A-Award A Beneficial Unit Certificates 4,638 0.00 17,172 D
2025-02-25 LILLY STEVEN C Director A-Award A Beneficial Unit Certificates 4,426 0.00 15,050 D
2025-02-25 Jacobsen Robert Keith Director A-Award A Beneficial Unit Certificates 3,795 0.00 7,082 D
2025-02-25 Griffith Walter K Director A-Award A Beneficial Unit Certificates 3,795 0.00 29,803 D
2025-02-25 Fletcher Drew Director A-Award A Beneficial Unit Certificates 4,638 0.00 13,235 D
2025-02-25 Coury Jesse A. Officer A-Award A Beneficial Unit Certificates 20,376 0.00 95,040 D
2025-02-25 Baevsky Jeffrey Director A-Award A Beneficial Unit Certificates 4,638 0.00 15,247 D
2024-11-30 Fletcher Drew Director F-InKind D Beneficial Unit Certificates 1,071 11.89 12.7K 8,597 D
2024-08-12 Rogozinski Kenneth Officer P-Purchase A Beneficial Unit Certificates 1,756 14.06 24.7K 61,164
2024-08-09 Rogozinski Kenneth Officer P-Purchase A Beneficial Unit Certificates 2,244 14.14 31.7K 59,408
2024-05-14 Rogozinski Kenneth Officer P-Purchase A Beneficial Unit Certificates 3,600 15.47 55.7K 57,164
2024-05-13 Rogozinski Kenneth Officer P-Purchase A Beneficial Unit Certificates 400 15.56 6.2K 53,564
2024-05-10 Rogozinski Kenneth Officer P-Purchase A Beneficial Unit Certificates 1,000 15.67 15.7K 53,164
2024-02-26 Wilson Deborah A Director A-Award A Beneficial Unit Certificates 2,247 0.00 10,496
2024-02-26 Rogozinski Kenneth Officer A-Award A Beneficial Unit Certificates 21,750 0.00 103,641
2024-02-26 ROSENBERG STEPHEN Director A-Award A Beneficial Unit Certificates 2,995 0.00 12,506
2024-02-26 LILLY STEVEN C Director A-Award A Beneficial Unit Certificates 2,544 0.00 10,591
2024-02-26 Jacobsen Robert Keith Director A-Award A Beneficial Unit Certificates 2,247 0.00 3,283
2024-02-26 Griffith Walter K Director A-Award A Beneficial Unit Certificates 2,247 0.00 25,910
2024-02-26 Fletcher Drew Director A-Award A Beneficial Unit Certificates 2,995 0.00 9,651
2024-02-26 Coury Jesse A. Officer A-Award A Beneficial Unit Certificates 18,090 0.00 74,507
2024-02-26 Baevsky Jeffrey Director A-Award A Beneficial Unit Certificates 2,995 0.00 10,589
2023-11-30 Fletcher Drew Director F-InKind D Beneficial Unit Certificates 1,055 16.83 17.8K 6,640
2023-11-30 Coury Jesse A. Officer F-InKind D Beneficial Unit Certificates 8,212 16.83 138.2K 56,262
2023-11-30 Baevsky Jeffrey Director F-InKind D Beneficial Unit Certificates 1,405 16.83 23.6K 7,574
2023-08-22 Jacobsen Robert Keith Director A-Award A Beneficial Unit Certificates 1,032 0.00 1,032
2023-08-07 Rogozinski Kenneth Officer P-Purchase A Beneficial Unit Certificates 2,000 15.92 31.8K 51,519
2023-08-01 Jacobsen Robert Keith Director 0 0.00 0
2023-02-27 Wilson Deborah A Director A-Award A Beneficial Unit Certificates 2,063 0.00 8,163
2023-02-27 Rogozinski Kenneth Officer A-Award A Beneficial Unit Certificates 22,650 0.00 81,320
2023-02-27 ROSENBERG STEPHEN Director A-Award A Beneficial Unit Certificates 2,745 0.00 9,446
2023-02-27 LILLY STEVEN C Director A-Award A Beneficial Unit Certificates 2,336 0.00 7,966
2023-02-27 Griffith Walter K Director A-Award A Beneficial Unit Certificates 2,063 0.00 23,382
2023-02-27 Fletcher Drew Director A-Award A Beneficial Unit Certificates 2,745 0.00 7,674
2023-02-27 Coury Jesse A. Officer A-Award A Beneficial Unit Certificates 18,900 0.00 64,238
2023-02-27 Baevsky Jeffrey Director A-Award A Beneficial Unit Certificates 2,745 0.00 8,946
2014-05-20 Malpass David Director 0 0.00 0
2010-07-15 Mandinach Barry M. Director 0 0.00 0
2006-02-03 BERNIKOW ALAN S Director 0 0.00 0
2003-06-30 STORMS BRIAN M Director / Officer 0 0.00 0

Executive team

Top executives
EBIT / Employee
2.55M
Shares Outstanding
23.56M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Kenneth C. Rogozinski Chief Executive Officer 361.5K 361.5K 100.00%
2 2024 Jesse A. Coury Chief Financial Officer 300.7K 300.7K 100.00%
3 2023 Kenneth C. Rogozinski Chief Executive Officer 400.9K 400.9K 100.00%
4 2023 Jesse A. Coury Chief Financial Officer 334.5K 334.5K 100.00%
5 2022 Kenneth C. Rogozinski Chief Executive Officer 427.3K 427.3K 100.00%
6 2022 Jesse A. Coury Chief Financial Officer 357.3K 357.3K 100.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-05-28 DEFA14A
2025-04-30 DEFA14A
2025-04-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 8-K
2026-05-11 10-Q
2026-04-23 8-K
2026-03-18 8-K
2026-03-17 8-K
2026-03-16 8-K
2026-03-16 10-K
2026-03-05 8-K
2026-01-22 8-K/A
2026-01-20 8-K

Executive team

NameTitleCompensationGender
Andy Grier Senior Vice President male
Brett Southworth Managing Director male
Frank Bravo Managing Director male
Jason R. Kaye Managing Director male
Jesse A. Coury Chief Financial Officer male
Kenneth C. Rogozinski Chief Executive Officer male
Neil S. Bø Managing Director male
Robert Schultz Managing Director male
Tabare Borbon Managing Director male
ESG Rating
B
FINANCIAL - MORTGAGES
Rank: 6 out of 54
2018
E (Environmental)
55.5 / 63.9
Company / Sector avg.
S (Social)
72.0 / 69.0
Company / Sector avg.
G (Governance)
67.4 / 66.8
Company / Sector avg.
ESG Total
65.0 / 66.6
Company / Sector avg.
ESG Score History FINANCIAL - MORTGAGES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits