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GoHealth Inc (GOCOQ)

US OTC Financial Services Insurance - Brokers
Address 214 West Huron Street 60654
Chicago, IL, US
CEO Vijay Kumar Kotte
IPO 2020-07-15
CIK 1808220 ISIN US38046W2044

Explore sections of this company profile

Also trades on NASDAQ Global Select · GOCO (USD) Other OTC · GOCOQ (USD)
Description

GoHealth, Inc. functions as a prominent digital health enterprise and health insurance marketplace operating across the United States, with a significant focus on Medicare products. Its business is strategically structured into four main divisions: internal and external channels dedicated to Medicare, and analogous internal and external avenues for Individual and Family Plans (IFP) along with other supplemental offerings. The company is underpinned by an advanced technology platform that utilizes machine-learning algorithms to analyze extensive insurance behavioral data. This sophisticated system streamlines the process of matching individuals with health insurance plans that are precisely tailored to their unique requirements. GoHealth's comprehensive product portfolio encompasses Medicare Advantage, Medicare Supplement, prescription drug plans, and Medicare Special Needs Plans. Additionally, it provides Individual and Family Plans, dental, vision, and various other ancillary insurance options to consumers. These offerings are distributed through multiple channels, including direct partnerships with insurance carriers, the company's proprietary online platform, and a broad network of independent and external agencies. GoHealth, Inc. was established in 2001, with its primary corporate headquarters situated in Chicago, Illinois. It also maintains additional operational sites in Charlotte, North Carolina; Lindon, Utah; and internationally in Bratislava and Kosice, Slovakia.

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
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Volume Profile
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Liquidity & share structure
Average Volume
364.3K
Beta
1.23
Float Shares
22.48M
Free Float %
76.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+4.48% +11.11% -53.33% -76.35% -84.98% -83.72% -93.68% -98.27% -99.79% -99.88% -99.88%
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 (8 ratings, all time) Hold
Price Targets & DCF
Current price
0.35
Low 5.00 +1,328.6%
Consensus 5.00 +1,328.6%
Median 5.00 +1,328.6%
High 5.00 +1,328.6%
Ratings Trend (MoM) 40% Bullish
Rating 2026-06 Change
Strong Buy 0 0
Buy 2 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
8.50
All Time 3
10.00
Quality scores
Altman Z-Score
-2.23
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
2 / 10
No MOAT
Composite Rating
D+
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Brokers: +8.0%
    -54.7% Q1'26: -94.6% (vs Q1'25)
  • EPS growth Insurance - Brokers: +30.1%
    -2,956.1% Q1'26: -353.8% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Brokers: +26.6%
    -123.5% Q1'26: +58.6% (vs Q1'25)
  • EBIT margin Insurance - Brokers: +19.1%
    -114.4% Q1'26: -290.7% (vs Q1'25)
  • ROIC Insurance - Brokers: +6.4%
    -65.2% Q1'26: -23.9% (vs Q1'25)
  • Share dilution Insurance - Brokers: -0.6%
    +29.7% Q1'26: +56.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Brokers: -0.02×
    -2.02× Q1'26: -5.43× (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 (1.17) × ERP
WACC = 1% × Ke + 99% × Kd (13.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 0.35
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 2026
2 Rev. Ana.
2 EPS Ana.
Dec 2027
2 Rev. Ana.
2 EPS Ana.
Revenue
254.05M
244.00M – 264.10M
530.80M
471.60M – 590.00M
+108.9% YoY
EBITDA
-69.96M
-72.73M – -67.19M
-146.17M
-162.47M – -129.87M
-108.9% YoY
EBIT
-101.71M
-105.74M – -97.69M
-212.51M
-236.22M – -188.81M
-108.9% YoY
Net Income
-118.92M
-127.20M – -110.64M
-71.69M
-89.93M – -53.31M
+39.7% YoY
SGA
118.15M
113.47M – 122.82M
246.85M
219.32M – 274.38M
+108.9% YoY
EPS
-9.19
-9.83 – -8.55
-5.54
-6.95 – -4.12
+39.7% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-06-18 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-06-15 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-06-12 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-06-11 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-06-10 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-06-09 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-06-08 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-06-05 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-06-04 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-06-03 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-06-02 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-06-01 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-28 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-27 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-26 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-22 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-21 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-20 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-19 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-18 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-15 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-14 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-13 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-12 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-11 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
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 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-04 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
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
-138.69M
OE per share TTM
-11.64
Owner's Yield
-2,446.68%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
4.6%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 1 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.00% 7.2K 0.47%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
218.6K
Shares disposed
Cash buys
Cash sales
Net activity
+218,551
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
2025-11-01 Shanahan Brendan Richard Officer F-InKind D Class A Common Stock 12,725 3.96 50.4K 237,275 D
2025-09-12 Hargis Mike Officer F-InKind D Class A Common Stock 5,545 4.98 27.6K 324,993 D
2025-08-19 Weinsten Mark Robert Director 0 0.00 0
2025-08-19 Truong Bao Dinh Director 0 0.00 0
2025-08-07 KOTTE VIJAY Director / Officer A-Award A Class A Common Stock 218,551 0.00 1,347,396 D
2025-08-06 TRANSIER WILLIAM L Director 0 0.00 0
2025-08-06 PUBLIC SECTOR PENSION INVESTMENT BOARD 10% Owner Class A Common Stock 0 0.00 1,680,526 I
2025-08-06 POHL TIMOTHY R Director 0 0.00 0
2025-08-06 Carr Alan Jeffrey Director 0 0.00 0
2025-05-05 Burd Brad Officer F-InKind D Class A Common Stock 814 7.75 6.3K 157,070 D
2025-04-10 KOTTE VIJAY Director / Officer F-InKind D Class A Common Stock 24,612 10.17 250.3K 1,221,491 D
2025-04-03 KOTTE VIJAY Director / Officer A-Award A Class A Common Stock 500,000 0.00 1,467,603 D
2025-04-01 Shanahan Brendan Richard Officer A-Award A Class A Common Stock 100,000 0.00 250,000 D
2025-04-01 KOTTE VIJAY Director / Officer A-Award A Class A Common Stock 185,000 0.00 967,603 D
2025-04-01 Hargis Mike Officer F-InKind D Class A Common Stock 8,317 12.39 103.0K 230,538 D
2025-04-01 Burd Brad Officer F-InKind D Class A Common Stock 4,884 12.39 60.5K 57,884 D
2025-03-21 Hargis Mike Officer F-InKind D Class A Common Stock 6,238 13.00 81.1K 238,855 D
2025-03-21 Burd Brad Officer F-InKind D Class A Common Stock 1,099 13.00 14.3K 62,768 D
2024-11-01 Shanahan Brendan Richard Officer A-Award A Class A Common Stock 150,000 0.00 150,000 D
2024-10-14 Shanahan Brendan Richard Officer 0 0.00 0
2024-09-12 Hargis Mike Officer F-InKind D Class A Common Stock 5,545 8.28 45.9K 245,093
2024-08-09 Hargis Mike Officer F-InKind D Class A Common Stock 4,159 9.08 37.8K 250,638
2024-07-17 Wheatley Timothy Alan Director A-Award A Class A Common Stock 9,906 13.98 138.5K 9,906
2024-07-09 Wheatley Timothy Alan Director 0 0.00 0
2024-07-09 Modi Abhiraj Rajiv Director 0 0.00 0
2024-06-14 OHalloran Katherine M Officer A-Award A Class A Common Stock 25,000 0.00 68,534
2024-06-12 Timm Alexander E. Director A-Award A Class A Common Stock 14,605 10.27 150.0K 38,524
2024-06-12 Hilu Karolina Hanna Director A-Award A Class A Common Stock 14,605 10.27 150.0K 27,164
2024-06-12 Fisher David Director A-Award A Class A Common Stock 24,342 10.27 250.0K 96,223
2024-06-04 OHalloran Katherine M Officer D Class A Common Stock 0 0.00 43,534
2024-05-05 Burd Brad Officer F-InKind D Class A Common Stock 814 10.11 8.2K 63,867
2024-04-10 Schulz Jason Officer F-InKind D Class A Common Stock 3,145 9.60 30.2K 305,702
2024-04-10 KOTTE VIJAY Director / Officer F-InKind D Class A Common Stock 16,278 9.60 156.3K 805,304
2024-04-01 Schulz Jason Officer A-Award A Stock Option (Right to Buy) 16,667 10.65 177.5K 16,667
2024-04-01 KOTTE VIJAY Director / Officer A-Award A Stock Option (Right to Buy) 83,333 10.65 887.5K 83,333
2024-04-01 Hargis Mike Officer A-Award A Class A Common Stock 100,000 0.00 260,231
2024-04-01 Burd Brad Officer A-Award A Class A Common Stock 50,000 0.00 64,681
2024-03-21 Hargis Mike Officer F-InKind D Class A Common Stock 6,435 10.34 66.5K 160,231
2024-03-21 Burd Brad Officer F-InKind D Class A Common Stock 1,099 10.34 11.4K 14,681
2024-02-11 Burd Brad Officer F-InKind D Class A Common Stock 130 12.99 1.7K 15,780
2024-02-09 Burd Brad Officer D Blizzard Management Feeder LLC Interests 48,726 0.00 0
2023-11-13 KOTTE VIJAY Director / Officer P-Purchase A Class A Common Stock 7,500 13.37 100.3K 653,630
2023-09-29 Hargis Mike Officer D Class A Common Stock 0 0.00 166,666
2023-07-15 Farley Brian Officer F-InKind D Class A Common Stock 226 17.50 4.0K 171,773
2023-06-21 Jones Clinton P. Director / 10% Owner A-Award A Stock Appreciation Rights (SAR) 98,622 19.80 1.95M 98,622
2023-06-21 Cruz Brandon M. Director / 10% Owner A-Award A Stock Appreciation Rights (SAR) 98,622 19.80 1.95M 98,622
2023-05-23 Timm Alexander E. Director A-Award A Class A Common Stock 7,882 19.03 150.0K 23,919
2023-05-23 Hilu Karolina Hanna Director A-Award A Class A Common Stock 7,882 19.03 150.0K 12,559
2023-05-23 Fisher David Director A-Award A Class A Common Stock 13,137 19.03 250.0K 71,881
2023-05-23 FLANAGAN JOSEPH GERARD Director A-Award A Class A Common Stock 13,137 19.03 250.0K 39,866
2023-05-15 Schulz Jason Officer P-Purchase A Class A Common Stock 6,881 14.29 98.3K 273,548
2023-05-15 KOTTE VIJAY Director / Officer P-Purchase A Class A Common Stock 7,241 13.78 99.8K 646,130
2023-04-25 Farley Brian Officer F-InKind D Class A Common Stock 6,011 9.36 56.3K 175,253
2023-04-25 Cruz Shane E. Officer F-InKind D Class A Common Stock 7,876 9.36 73.7K 178,207
2023-04-10 Schulz Jason Officer A-Award A Class A Common Stock 33,334 0.00 266,667
2023-04-10 KOTTE VIJAY Director / Officer A-Award A Class A Common Stock 166,667 0.00 638,889
2023-04-10 Farley Brian Officer A-Award A Class A Common Stock 75,000 0.00 181,264
2023-04-10 Cruz Shane E. Officer A-Award A Class A Common Stock 25,000 0.00 198,094
2023-02-11 Jones Clinton P. Director / 10% Owner F-InKind D Class A Common Stock 1,039 16.81 17.5K 6,925
2023-02-11 Farley Brian Officer F-InKind D Class A Common Stock 1,234 16.81 20.7K 106,264
2023-02-11 Cruz Shane E. Officer F-InKind D Class A Common Stock 714 16.81 12.0K 173,094
2023-02-11 Cruz Brandon M. Director / 10% Owner F-InKind D Class A Common Stock 1,039 16.81 17.5K 6,925
2023-01-05 Hilu Karolina Hanna 0
2022-12-13 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 21,830 16.80 366.8K 4,152,806
2022-12-13 CB Blizzard Holdings C, L.P. Director P-Purchase A Class A Common Stock 21,830 16.80 366.8K 4,152,806
2022-12-12 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 11,448 16.00 183.2K 4,130,976
2022-12-12 CB Blizzard Holdings C, L.P. Director P-Purchase A Class A Common Stock 11,448 16.00 183.2K 4,130,976
2022-12-09 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 1,362 16.00 21.8K 4,073,719
2022-12-09 CB Blizzard Holdings C, L.P. Director P-Purchase A Class A Common Stock 37,616 14.36 540.2K 4,051,518
2022-12-08 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 11,102 14.03 155.8K 4,013,193
2022-12-08 CB Blizzard Holdings C, L.P. Director P-Purchase A Class A Common Stock 11,102 14.03 155.8K 4,013,193
2022-12-07 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 2,988 14.00 41.8K 3,988,450
2022-12-07 CB Blizzard Holdings C, L.P. Director P-Purchase A Class A Common Stock 49,416 13.51 667.7K 3,985,462
2022-12-06 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 8,547 11.32 96.7K 3,904,791
2022-12-06 CB Blizzard Holdings C, L.P. Director P-Purchase A Class A Common Stock 8,547 11.32 96.7K 3,904,791
2022-12-05 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 13,754 12.19 167.6K 3,896,244
2022-12-05 CB Blizzard Holdings C, L.P. Director P-Purchase A Class A Common Stock 3,872 11.85 45.9K 3,882,490
2022-12-02 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 15,187 12.46 189.2K 3,878,618
2022-12-02 CB Blizzard Holdings C, L.P. Director P-Purchase A Class A Common Stock 15,187 12.46 189.2K 3,878,618
2022-12-01 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 17,887 11.68 209.0K 3,855,728
2022-12-01 CB Blizzard Holdings C, L.P. Director P-Purchase A Class A Common Stock 17,887 11.68 209.0K 3,855,728
2022-11-30 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 28,439 14.32 407.2K 3,827,328
2022-11-30 CB Blizzard Holdings C, L.P. Director P-Purchase A Class A Common Stock 28,439 14.32 407.2K 3,827,328
2022-11-29 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 30,785 12.27 377.6K 3,642,463
2022-11-29 CB Blizzard Holdings C, L.P. Director P-Purchase A Class A Common Stock 30,785 12.27 377.6K 3,642,463
2022-11-28 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 16,754 9.71 162.6K 3,537,334
2022-11-28 CB Blizzard Holdings C, L.P. Director P-Purchase A Class A Common Stock 21,765 10.31 224.5K 3,559,099
2022-11-25 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 4,154 8.98 37.3K 3,515,923
2022-11-25 CB Blizzard Holdings C, L.P. Director P-Purchase A Class A Common Stock 4,657 9.07 42.2K 3,520,580
2022-11-23 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 7,569 8.90 67.4K 3,491,736
2022-11-23 CB Blizzard Holdings C, L.P. Director P-Purchase A Class A Common Stock 20,033 9.17 183.7K 3,511,769
2022-11-22 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 27,734 8.54 236.7K 3,479,206
2022-11-22 CB Blizzard Holdings C, L.P. Director P-Purchase A Class A Common Stock 27,734 8.54 236.7K 3,479,206
2022-11-21 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 6,794 6.96 47.3K 3,374,014
2022-11-21 CB Blizzard Holdings C, L.P. Director P-Purchase A Class A Common Stock 32,293 8.23 265.6K 3,428,554
2022-11-18 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 7,568 6.90 52.2K 3,325,341
2022-11-18 CB Blizzard Holdings C, L.P. Director P-Purchase A Class A Common Stock 7,568 6.90 52.2K 3,325,341
2022-11-17 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 2,717,898 0.56 1.52M 49,766,606
2022-11-16 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 3,365,747 0.48 1.62M 47,048,708
2022-11-15 CCP III Cayman GP Ltd. Director P-Purchase A Class A Common Stock 3,000,000 0.39 1.16M 43,682,961
2022-11-15 CB Blizzard Holdings C, L.P. Director D Class A Common Stock 0 0.00 9,083,645
2022-07-18 Farley Brian Officer F-InKind D Class A Common Stock 4,064 0.52 2.1K 1,612,483
2022-06-22 Farley Brian Officer A-Award A Class A Common Stock 500,000 0.00 1,616,547
2022-06-22 Cruz Shane E. Officer A-Award A Class A Common Stock 800,000 0.00 2,607,128
2022-06-06 Schulz Jason Officer 0 0.00 0
2022-06-06 KOTTE VIJAY Officer A-Award A Class A Common Stock 1,416,667 0.00 7,083,334
2022-06-06 Jones Clinton P. Director A-Award A Stock Appreciation Rights (SAR) 2,649,896 0.00 2,649,896
2022-06-06 Cruz Brandon M. Director A-Award A Stock Appreciation Rights (SAR) 2,649,896 0.00 2,649,896
2022-05-25 Timm Alexander E. Director A-Award A Class A Common Stock 220,588 0.00 240,562
2022-05-25 Fisher David Director D Class A Common Stock 0 0.00 513,515
2022-05-25 FLANAGAN JOSEPH GERARD Director A-Award A Class A Common Stock 367,647 0.00 400,937
2022-04-25 Farley Brian Officer D-Return D Stock Option 70,547 14.81 1.04M 0
2022-04-25 Cruz Shane E. Officer D-Return D Stock Option 77,602 0.00 0
2022-02-11 Sharman James A. Officer F-InKind D Class A Common Stock 10,011 1.88 18.8K 91,272
2022-02-11 Matthiesen Travis J. Officer F-InKind D Class A Common Stock 10,514 1.88 19.8K 80,641
2022-02-11 Jones Clinton P. Director / Officer / 10% Owner F-InKind D Class A Common Stock 15,575 1.88 29.3K 119,469
2022-02-11 Farley Brian Officer F-InKind D Class A Common Stock 18,496 1.88 34.8K 164,167
2022-02-11 Cruz Shane E. Officer F-InKind D Class A Common Stock 10,708 1.88 20.1K 82,135
2022-02-11 Cruz Brandon M. Director / Officer / 10% Owner F-InKind D Class A Common Stock 15,575 1.88 29.3K 119,469
2021-12-21 JOHNSTON VANCE CUSHMAN Officer A-Award A Stock Option 438,099 3.55 1.56M 438,099
2021-11-22 NVX Holdings, Inc. 10% Owner P-Purchase A Class A Common Stock 530,000 3.66 1.94M 807,300
2021-11-22 Jones Clinton P. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 530,000 3.66 1.94M 807,300
2021-11-22 Cruz Brandon M. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 530,000 3.66 1.94M 807,300
2021-09-14 Timm Alexander E. Director A-Award A Class A Common Stock 5,688 0.00 19,974
2021-09-14 Pramoda Anita Director A-Award A Deferred Stock Units 9,480 0.00 21,385
2021-09-14 Gayle Helene D Director A-Award A Deferred Stock Units 5,688 0.00 12,831
2021-09-14 FLANAGAN JOSEPH GERARD Director A-Award A Class A Common Stock 9,480 0.00 33,290
2021-08-18 NVX Holdings, Inc. 10% Owner P-Purchase A Class A Common Stock 24,210 4.68 113.4K 277,300
2021-08-18 Jones Clinton P. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 24,210 4.68 113.4K 277,300
2021-08-18 Cruz Brandon M. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 24,210 4.68 113.4K 277,300
2021-08-17 NVX Holdings, Inc. 10% Owner P-Purchase A Class A Common Stock 78,263 4.67 365.3K 253,090
2021-08-17 Jones Clinton P. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 78,263 4.67 365.3K 253,090
2021-08-17 Cruz Brandon M. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 78,263 4.67 365.3K 253,090
2021-08-16 NVX Holdings, Inc. 10% Owner P-Purchase A Class A Common Stock 174,827 4.69 819.1K 174,827
2021-08-16 Jones Clinton P. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 174,827 4.69 819.1K 174,827
2021-08-16 Cruz Brandon M. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 174,827 4.69 819.1K 174,827
2021-06-16 Cruz Shane E. Officer C-Conversion A LLC Interests 62,500 0.00 62,500
2021-05-26 Timm Alexander E. Director A-Award A Class A Common Stock 7,143 0.00 14,286
2021-05-26 Pramoda Anita Director A-Award A Deferred Stock Units 11,905 0.00 11,905
2021-05-26 Gayle Helene D Director A-Award A Deferred Stock Units 7,143 0.00 7,143
2021-05-26 FLANAGAN JOSEPH GERARD Director A-Award A Class A Common Stock 11,905 0.00 23,810
2021-05-26 Emanuel Rahm Director A-Award A Class A Common Stock 11,905 0.00 23,810
2021-05-18 Cruz Shane E. Officer C-Conversion A Class B Common Stock 62,500 0.00 62,500
2021-04-26 Cruz Shane E. Officer C-Conversion D Blizzard Management Feeder LLC Interests 75,000 0.00 1,701,690
2021-03-16 Jones Clinton P. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 178,000 11.38 2.03M 221,817
2021-03-16 Cruz Brandon M. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 178,000 11.38 2.03M 221,817
2021-03-12 Pramoda Anita Director P-Purchase A Class A Common Stock 10,370 9.99 103.6K 22,275
2021-03-09 CB Blizzard Lower Holdings GP A, LLC 10% Owner I Class A Common Stock 0 0.00 40,682,961
2021-02-11 Sharman James A. Officer A-Award A Stock Option 84,656 14.81 1.25M 84,656
2021-02-11 Matthiesen Travis J. Officer A-Award A Stock Option 76,191 14.81 1.13M 76,191
2021-02-11 Jones Clinton P. Director / Officer / 10% Owner A-Award A Class A Common Stock 135,044 0.00 135,044
2021-02-11 Farley Brian Officer A-Award A Stock Option 70,547 14.81 1.04M 70,547
2021-02-11 Cruz Shane E. Officer A-Award A Stock Option 77,602 14.81 1.15M 77,602
2021-02-11 Cruz Brandon M. Director / Officer / 10% Owner A-Award A Stock Option 112,875 14.81 1.67M 112,875
2021-02-09 Cruz Shane E. Officer C-Conversion A Class B Common Stock 113,171 0.00 113,171
2021-01-27 Cruz Shane E. Officer C-Conversion A Class A Common Stock 11,829 0.00 11,829
2021-01-25 Cruz Shane E. Officer C-Conversion A Class A Common Stock 75,000 0.00 75,000
2021-01-11 Matthiesen Travis J. Officer C-Conversion D LLC Interests 146,000 0.00 0
2020-07-17 Sharman James A. Officer D-Return D Blizzard Management Feeder LLC Interests 392,179 0.00 3,309,948
2020-07-17 NVX Holdings, Inc. 10% Owner D-Return D LLC Interests 10,980,939 0.00 92,677,981
2020-07-17 Matthiesen Travis J. Officer D-Return D Blizzard Management Feeder LLC Interests 25,972 0.00 1,468,204
2020-07-17 Jones Clinton P. Director / Officer / 10% Owner D-Return D Class B Common Stock 10,980,939 0.00 92,677,981
2020-07-17 Cruz Shane E. Officer D-Return D Blizzard Management LLC Interests 117,258 0.00 989,643
2020-07-17 Cruz Brandon M. Director / Officer / 10% Owner D-Return D Class B Common Stock 5,192 0.00 43,817
2020-07-17 CCP III Cayman GP Ltd. 10% Owner D-Return D Class B Common Stock 9,572,710 0.00 80,792,677
2020-07-15 Timm Alexander E. Director D Class B Common Stock 0 0.00 124,151
2020-07-15 Tawil Miriam A. Director 0 0.00 0
2020-07-15 Sharman James A. Officer D Blizzard Management Feeder LLC Interests 1,249,002 0.00 0
2020-07-15 Pramoda Anita Director 0 0.00 0
2020-07-15 NVX Holdings, Inc. 10% Owner D Class B Common Stock 0 0.00 103,658,920
2020-07-15 Matthiesen Travis J. Officer D Blizzard Management Feeder LLC Interests 1,494,176 0.00 0
2020-07-15 Jones Clinton P. Director / Officer / 10% Owner I LLC Interests 49,009 0.00 0
2020-07-15 Gelber Jeremy Director 0 0.00 0
2020-07-15 Gayle Helene D Director 0 0.00 0
2020-07-15 Farley Brian Officer A-Award A Stock Option 272,109 21.00 5.71M 272,109
2020-07-15 FLANAGAN JOSEPH GERARD Director D Class B Common Stock 0 0.00 124,151
2020-07-15 Emanuel Rahm Director D Class B Common Stock 0 0.00 186,101
2020-07-15 Cruz Shane E. Officer D Blizzard Management Feeder LLC Interests 2,062,910 0.00 0
2020-07-15 Cruz Brandon M. Director / Officer / 10% Owner I Class B Common Stock 0 0.00 49,009
2020-07-15 CCP III Cayman GP Ltd. 10% Owner I Class A Common Stock 0 0.00 40,682,961

Executive team

Top executives
EBIT / Employee
-183.0K
Shares Outstanding
29.30M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Vijay Kotte Chief Executive Officer 969.2K 2.00M 10.73M 53.0K 13.76M 78.03%
2 2025 Michael Hargis Chief Operating Officer 500.0K 200.0K 1.24M 253.6K 2.19M 56.51%
3 2025 Brendan Shanahan. Chief Financial Officer 500.0K 200.0K 1.24M 119.9K 2.06M 60.18%
4 2024 Vijay Kotte Chief Executive Officer 900.0K 500.0K 2.86M 664.2K 1.31M 31.4K 6.26M 56.31%
5 2024 Vijay Kotte. Chief Executive Officer 900.0K 500.0K 2.86M 664.2K 1.31M 31.4K 6.26M 56.31%
6 2024 Michael Hargis Chief Operating Officer 500.0K 150.0K 1.07M 580.0K 161.2K 2.46M 43.36%
7 2024 Brendan Shanahan. Chief Financial Officer 86.5K 50.0K 1.76M 126.2K 37.1K 2.05M 85.41%
8 2023 Vijay Kotte Chief Executive Officer 900.0K 3.53M 691.7K 25.2K 5.14M 82.01%
9 2023 Vijay Kotte. Chief Executive Officer 900.0K 3.53M 691.7K 25.2K 5.14M 82.01%
10 2023 Michael Hargis Chief Operating Officer 438.5K 1.70M 59.8K 2.20M 77.36%
11 2023 Jason Schulz Chief Financial Officer 500.0K 705.0K 138.3K 46.2K 1.39M 60.69%
12 2022 Vijay Kotte Chief Executive Officer 484.6K 5.43M 1.61M 1.67M 10.6K 9.21M 76.48%
13 2022 Jason Schulz Chief Financial Officer 269.2K 2.46M 570.0K 742.4K 5.1K 4.05M 74.91%
14 2022 Shane Cruz Chief Strategy Officer 478.7K 2.25M 27.2K 708.1K 25.1K 3.49M 65.25%
15 2022 Clinton Jones Former Chief Executive Officer 419.2K 1.50M 649.6K 91.1K 2.66M 56.39%
16 2021 Brandon M. Cruz, Chief Strategy Officer and Special Advisor to the Executive Team 325.0K 3.00M 1.00M 98.0K 1.34M 5.76M 69.44%
17 2021 Clinton Jones Former Chief Executive Officer 325.0K 3.00M 1.00M 98.0K 507.8K 4.93M 81.12%
18 2021 Clinton P. Jones, Chief Executive Officer 325.0K 3.00M 1.00M 98.0K 507.8K 4.93M 81.12%
19 2021 Shane Cruz Chief Strategy Officer 413.5K 2.40M 687.5K 178.7K 21.0K 3.70M 83.45%
20 2021 James A. Sharman, President 442.3K 2.25M 750.1K 196.0K 9.9K 3.65M 82.23%
21 2021 Travis J. Matthiesen, Interim Chief Financial Officer 360.8K 2.03M 675.1K 121.9K 18.0K 3.20M 84.36%
22 2021 Vance Johnston, Former Chief Financial Officer 15.6K 1.00M 998.9K 2.01M 99.23%
23 2021 Brian P. Farley, Chief Legal Officer and Corporate Secretary 400.0K 3.37M 625.0K 168.0K 22.4K 90.5K 4,422.11%
24 2020 Brandon M. Cruz Chief Strategy Officer and Special Advisor to the Executive Team 325.0K 30.35M 231.0K 1.19M 32.10M 94.55%
25 2020 Brandon M. Cruz, Chief Strategy Officer and Special Advisor to the Executive Team 325.0K 30.35M 231.0K 1.19M 32.10M 94.55%
26 2020 Clinton P. Jones, Chief Executive Officer 325.0K 30.35M 231.0K 758.0K 31.66M 95.85%
27 2020 Clinton P. Jones Chief Executive Officer 325.0K 30.35M 231.0K 758.0K 31.66M 95.85%
28 2020 James A. Sharman President 400.0K 12.14M 462.0K 241.00 13.00M 93.37%
29 2020 James A. Sharman, President 400.0K 12.14M 462.0K 241.00 13.00M 93.37%
30 2020 Shane E. Cruz Chief Operating Officer 336.2K 12.14M 330.1K 7.0K 12.81M 94.75%
31 2019 James A. Sharman President 400.0K 1.60M 700.0K 15.14M 17.83M 8.95%
32 2019 James A. Sharman, President 400.0K 1.60M 700.0K 15.14M 17.83M 8.95%
33 2019 Shane E. Cruz Chief Operating Officer 300.0K 1.60M 350.0K 8.66M 10.90M 14.64%
34 2019 Clinton P. Jones Chief Executive Officer 325.0K 3.99M 350.0K 5.9K 4.67M 85.42%
35 2019 Brandon M. Cruz Chief Strategy Officer and Special Advisor to the Executive Team 325.0K 3.99M 350.0K 5.9K 4.67M 85.42%
36 2019 Clinton P. Jones, Chief Executive Officer 325.0K 3.99M 350.0K 5.9K 4.67M 85.42%
37 2019 Brandon M. Cruz, Chief Strategy Officer and Special Advisor to the Executive Team 325.0K 3.99M 350.0K 5.9K 4.67M 85.42%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2025-04-28 DEFA14A
2025-04-28 DEF 14A
2024-04-26 DEFA14A
2024-04-26 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-06-11 8-K
2026-06-08 8-K
2026-05-18 NT 10-Q
2026-05-18 10-Q
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2026-03-31 8-K
2026-03-31 10-K
2026-03-20 8-K
2025-12-23 EFFECT

Executive team

NameTitleCompensationGender
Vijay Kumar Kotte Chief Executive Officer & Director 3M male
Michael Hargis Chief Operating Officer 953.6K male
Brendan Shanahan Chief Financial Officer 819.9K male
Brandon Cruz Co-Founder & Non-Executive Co-Chairman 150.0K male
Clinton Jones Co-Founder & Non-Executive Co-Chairman 150.0K male
Wayne Young Chief Technology Officer male
Bradley Burd Chief Legal Officer & Corporate Secretary male
John E. Shave Vice President of Investor Relations male
Stephen Moffat Chief Marketing Officer male
Alison Moriarty Chief People Officer female
ESG Score History

No data available for this company.

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 history

Earnings history

Earnings reports

Stock splits