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Goldman Sachs BDC, Inc. (GSBD)

USD8.89 +0.08 (+0.85%)
US NYSE Financial Services Asset Management
Address 200 West Street 10282
New York City, NY, US
CEO David Nathan Miller
IPO 2015-03-18
CIK 1572694 ISIN US38147U1079

Explore sections of this company profile

Description

Goldman Sachs BDC, Inc. functions as a business development company (BDC) with a specific focus on extending capital to privately held, middle-market enterprises, including mezzanine-level investments. Its core objective is to generate capital appreciation, primarily achieved by directly originating various debt instruments. These include both secured debt (such as senior, junior, first lien, first lien/last-out unitranche, and second lien facilities) and unsecured debt, notably mezzanine financing. Equity investments are also made, though to a lesser extent. The company primarily directs its investment efforts toward opportunities within the United States. It typically allocates between $10 million and $75 million per investment, targeting companies that demonstrate annual EBITDA figures ranging from $5 million to $75 million.

News Sentiment (7d)
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
USD8.89 +0.08 (+0.85%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
0.63
Float Shares
112.37M
Free Float %
99.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.56% -4.86% -0.88% -2.49% -8.26% -3.02% -20.21% -31.35% -53.61% -54.64% -55.11%
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 (9 ratings, all time) Hold
Price Targets & DCF
Current price
8.89
Low 9.00 +1.3%
Consensus 9.00 +1.3%
Median 9.00 +1.3%
High 9.00 +1.3%
DCF (Unlevered) 15.61 +75.7%
DCF (Levered) 6.02 -32.2%

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) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 4 0
Sell 1 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
9.00
+1.3%
Last Year 3
9.75
+9.7%
All Time 7
12.96
+45.9%
Quality scores
Altman Z-Score
0.34
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
4 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    +26.0% Q1'26: -19.0% (vs Q1'25)
  • EPS growth Asset Management: +22.7%
    +87.3% Q1'26: -144.4% (vs Q1'25)
  • FCF margin FCF growth · Asset Management: +27.7%
    +46.9% Q1'26: +9.6% (vs Q1'25)
  • EBIT margin Asset Management: +50.6%
    +96.9% Q1'26: +22.2% (vs Q1'25)
  • ROIC Asset Management: +6.5%
    +7.0% Q1'26: +2.2% (vs Q1'25)
  • Share dilution Asset Management: +0.0%
    +0.8% Q1'26: -4.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    7.99× Q1'26: 27.30× (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 (0.68) × ERP
WACC = 38% × Ke + 62% × Kd (5.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 15.48 Current price: 8.89
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
3 Rev. Ana.
4 EPS Ana.
Dec 2027
3 Rev. Ana.
4 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
63.26M
est: 116.00M (-45.5%)
62.10M
est: 125.42M (-50.5%)
75.73M
est: 137.72M (-45.0%)
88.34M
est: 143.56M (-38.5%)
79.60M
est: 139.56M (-43.0%)
186.49M
est: 146.67M (+27.1%)
229.08M
est: 329.11M (-30.4%)
136.10M
est: 319.71M (-57.4%)
454.91M
est: 455.59M (-0.1%)
192.43M
est: 436.06M (-55.9%)
242.45M
est: 366.48M (-33.8%)
324.02M
318.90M – 328.11M
-11.6% YoY
312.59M
307.66M – 316.54M
-3.5% YoY
302.77M
302.77M – 302.77M
-3.1% YoY
EBITDA
47.15M
est: 60.16M (-21.6%)
41.69M
est: 53.72M (-22.4%)
51.10M
est: 66.16M (-22.8%)
55.98M
est: 76.81M (-27.1%)
37.79M
est: 70.78M (-46.6%)
177.55M
est: 76.06M (+133.4%)
194.07M
est: 298.73M (-35.0%)
59.70M
est: 284.15M (-79.0%)
est: 237.81M (-100.0%)
68.35M
est: 227.62M (-70.0%)
234.93M
est: 191.30M (+22.8%)
169.13M
166.46M – 171.27M
-11.6% YoY
163.17M
160.59M – 165.23M
-3.5% YoY
158.04M
158.04M – 158.04M
-3.1% YoY
EBIT
47.15M
est: 78.69M (-40.1%)
41.69M
est: 73.66M (-43.4%)
51.10M
est: 72.57M (-29.6%)
55.98M
est: 77.60M (-27.9%)
37.79M
est: 76.45M (-50.6%)
177.55M
est: 37.64M (+371.7%)
194.07M
est: 238.66M (-18.7%)
59.70M
est: 262.52M (-77.3%)
363.39M
est: 310.59M (+17.0%)
68.35M
est: 297.28M (-77.0%)
234.93M
est: 249.85M (-6.0%)
220.90M
217.41M – 223.69M
-11.6% YoY
213.11M
209.74M – 215.80M
-3.5% YoY
206.41M
206.41M – 206.41M
-3.1% YoY
Net Income
46.63M
est: 233.62M (-80.0%)
40.65M
est: 39.70M (+2.4%)
49.55M
est: 48.05M (+3.1%)
53.68M
est: 51.60M (+4.0%)
36.15M
est: 35.82M (+0.9%)
176.11M
est: 165.91M (+6.1%)
192.43M
est: 158.90M (+21.1%)
55.00M
est: 89.90M (-38.8%)
195.87M
est: 94.01M (+108.4%)
62.87M
est: 253.56M (-75.2%)
119.27M
est: 177.68M (-32.9%)
142.06M
137.01M – 147.11M
-20.0% YoY
137.33M
133.90M – 140.76M
-3.3% YoY
124.38M
122.08M – 126.68M
-9.4% YoY
SGA
5.41M
est: 8.91M (-39.3%)
6.11M
est: 5.90M (+3.7%)
5.03M
est: 4.68M (+7.4%)
6.12M
est: -5.05M (+221.3%)
5.89M
est: 5.30M (+11.0%)
6.03M
est: -29.59M (+120.4%)
7.60M
est: -3.87M (+296.3%)
8.67M
est: 7.35M (+17.9%)
91.53M
est: 35.04M (+161.2%)
10.36M
est: 33.54M (-69.1%)
7.92M
est: 28.19M (-71.9%)
24.92M
24.53M – 25.24M
-11.6% YoY
24.04M
23.66M – 24.35M
-3.5% YoY
23.29M
23.29M – 23.29M
-3.1% YoY
EPS
1.34
est: 2.04 (-34.2%)
1.12
est: 2.12 (-47.1%)
1.28
est: 2.07 (-38.2%)
1.34
est: 2.00 (-33.0%)
0.90
est: 1.95 (-54.0%)
3.26
est: 1.82 (+79.6%)
1.89
est: 2.02 (-6.5%)
0.54
est: 1.97 (-72.5%)
1.81
est: 0.82 (+122.1%)
0.55
est: 2.19 (-74.9%)
1.03
est: 1.54 (-33.0%)
1.23
1.19 – 1.27
-19.7% YoY
1.19
1.16 – 1.22
-3.7% YoY
1.08
1.06 – 1.10
-9.2% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 B+ 3/5 3/5 3/5 5/5 1/5 3/5 4/5
2026-05-06 B+ 3/5 3/5 3/5 5/5 1/5 3/5 4/5
2026-05-05 B+ 3/5 3/5 3/5 5/5 1/5 3/5 4/5
2026-05-04 B+ 3/5 3/5 3/5 5/5 1/5 3/5 4/5
2026-05-01 B+ 3/5 3/5 3/5 5/5 1/5 3/5 4/5
2026-04-30 B+ 3/5 3/5 3/5 5/5 1/5 3/5 4/5
2026-04-29 B+ 3/5 3/5 3/5 5/5 1/5 3/5 4/5
2026-04-28 B+ 3/5 3/5 3/5 5/5 1/5 3/5 4/5
2026-04-27 B+ 3/5 3/5 3/5 5/5 1/5 3/5 4/5
2026-04-24 B+ 3/5 3/5 3/5 5/5 1/5 3/5 4/5
2026-04-23 A- 4/5 4/5 3/5 5/5 1/5 3/5 4/5
2026-04-22 A- 4/5 4/5 3/5 5/5 1/5 3/5 4/5
2026-04-21 A- 4/5 4/5 3/5 5/5 1/5 3/5 4/5
2026-04-20 A- 4/5 4/5 3/5 5/5 1/5 3/5 4/5
2026-04-17 A- 4/5 4/5 3/5 5/5 1/5 3/5 4/5
2026-04-16 A- 4/5 4/5 3/5 5/5 1/5 3/5 4/5
2026-04-15 A- 4/5 4/5 3/5 5/5 1/5 4/5 4/5

Owner Earnings

Owner's Earnings (history)

Owner's Earnings history not available.

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

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
76
Total invested
46.91M
Insider transactions (90d)
0
Beneficial owners (>5%)
1
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 THE GOLDMAN SACHS GROUP, INC. 6.49M 6.40% 5.83M 654.5K 5.83M 654.5K HC, CO Delaware 2022-02-03

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
76
-137 vs prev Q
New positions
11
Closed positions
143
Increased
30
Reduced
29
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 GOLDMAN SACHS GROUP INC 6.52M +— (+0.0%) 60.51M -5.8M (-8.8%) 5.70% +0.137 pp 0.01% -0.001 pp USD20.47 -54.7% 44 qtrs
2 GENERALI ASSET MANAGEMENT SPA SGR 3.29M +— (+0.0%) 30.57M -2.9M (-8.8%) 2.88% +0.069 pp 0.62% -0.091 pp USD11.65 -20.3% 5 qtrs
3 VAN ECK ASSOCIATES CORP 2.67M -216.5K (-7.5%) 24.80M -4.6M (-15.6%) 2.34% -0.129 pp 0.02% -0.007 pp USD16.33 -43.2% 43 qtrs
4 MORGAN STANLEY 1.96M -537.8K (-21.6%) 18.16M -7.2M (-28.4%) 1.71% -0.418 pp 0.00% -0.001 pp USD17.15 -45.9% 44 qtrs
5 UBS GROUP AG 1.61M +247.2K (+18.2%) 14.91M +1.1M (+7.8%) 1.40% +0.245 pp 0.00% +0.000 pp USD12.11 -23.4% 43 qtrs
6 INVESCO LTD. 1.49M +426.9K (+40.1%) 13.83M +3.0M (+27.9%) 1.30% +0.395 pp 0.00% +0.000 pp USD13.52 -31.4% 43 qtrs
7 ARES MANAGEMENT LLC 1.41M +614.6K (+77.0%) 13.11M +5.0M (+61.5%) 1.24% +0.554 pp 0.75% +0.381 pp USD10.52 -11.8% 4 qtrs
8 BANK OF AMERICA CORP /DE/ 985.7K -4.3K (-0.4%) 9.15M -921.1K (-9.1%) 0.86% +0.017 pp 0.00% +0.000 pp USD13.54 -31.5% 44 qtrs
9 BLACKROCK, INC. 844.2K -233.0 (0.0%) 7.83M -753.7K (-8.8%) 0.74% +0.018 pp 0.00% +0.000 pp USD12.39 -25.1% 6 qtrs
10 LEGAL & GENERAL GROUP PLC 800.2K +86.0K (+12.0%) 7.42M +147.9K (+2.0%) 0.70% +0.090 pp 0.00% +0.000 pp USD16.64 -44.2% 39 qtrs
11 MUZINICH & CO., INC. 799.5K +33.2K (+4.3%) 7.42M -373.9K (-4.8%) 0.70% +0.045 pp 2.33% -0.678 pp USD15.14 -38.7% 44 qtrs
12 SUMITOMO MITSUI TRUST HOLDINGS, INC. 696.8K -15.2K (-2.1%) 6.47M -774.5K (-10.7%) 0.61% +0.002 pp 0.00% 0.000 pp USD13.40 -30.7% 24 qtrs
13 RAYMOND JAMES FINANCIAL INC 639.4K -5.5K (-0.9%) 5.93M -624.9K (-9.5%) 0.56% +0.009 pp 0.00% 0.000 pp USD12.05 -23.0% 5 qtrs
14 ADVISOR GROUP HOLDINGS, INC. 595.5K +7.5K (+1.3%) 5.53M -930.3K (-14.4%) 0.52% +0.019 pp 0.01% -0.001 pp USD12.43 -25.3% 24 qtrs
15 AMERICAN FINANCIAL GROUP INC 506.6K +506.6K (+100.0%) 4.70M +4.7M (+100.0%) 0.44% +0.443 pp 1.70% +1.704 pp USD9.28 +0.0% 1 qtrs NEW
16 CENTIVA CAPITAL, LP 502.5K +502.5K (+100.0%) 4.66M +4.7M (+100.0%) 0.44% +0.439 pp 0.04% +0.038 pp USD9.28 +0.0% 1 qtrs NEW
17 JANE STREET GROUP, LLC 494.7K +494.7K (+100.0%) 4.59M +4.6M (+100.0%) 0.43% +0.432 pp 0.00% +0.001 pp USD9.28 +0.0% 9 qtrs
18 SAGE RHINO CAPITAL LLC 409.9K +117.0K (+39.9%) 3.80M +825.1K (+27.7%) 0.36% +0.108 pp 0.72% +0.143 pp USD12.24 -24.2% 13 qtrs
19 TRANSCEND CAPITAL ADVISORS, LLC 399.9K -12.0K (-2.9%) 3.71M -478.4K (-11.4%) 0.35% -0.002 pp 0.29% -0.008 pp USD11.37 -18.4% 4 qtrs
20 BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S 361.7K +36.5K (+11.2%) 3.36M +49.0K (+1.5%) 0.32% +0.039 pp 0.03% 0.000 pp USD11.20 -17.1% 13 qtrs
21 LIDO ADVISORS, LLC 328.5K -29.3K (-8.2%) 3.32M -456.4K (-12.1%) 0.29% -0.018 pp 0.01% -0.002 pp USD11.94 -22.3% 20 qtrs
22 HENNION & WALSH ASSET MANAGEMENT, INC. 355.3K +4.3K (+1.2%) 3.30M -272.9K (-7.6%) 0.31% +0.011 pp 0.11% -0.016 pp USD15.60 -40.5% 20 qtrs
23 CAPTION MANAGEMENT, LLC 350.0K +350.0K (+100.0%) 3.25M +3.2M (+100.0%) 0.31% +0.306 pp 0.02% +0.022 pp USD9.28 +0.0% 1 qtrs NEW
24 ADAMS ASSET ADVISORS, LLC 340.2K +16.9K (+5.2%) 3.16M -131.3K (-4.0%) 0.30% +0.022 pp 0.42% -0.009 pp USD12.70 -26.9% 13 qtrs
25 JPMORGAN CHASE & CO 340.2K +317.4K (+1,391.6%) 3.16M +2.9M (+1,261.1%) 0.30% +0.278 pp 0.00% +0.000 pp USD9.54 -2.7% 36 qtrs
26 ICON ADVISERS INC/CO 336.0K +220.1K (+189.9%) 3.12M +1.9M (+164.6%) 0.29% +0.195 pp 0.67% +0.416 pp USD9.96 -6.8% 13 qtrs
27 QUBE RESEARCH & TECHNOLOGIES LTD 322.3K +152.3K (+89.5%) 2.99M +1.3M (+73.0%) 0.28% +0.137 pp 0.00% +0.001 pp USD11.48 -19.2% 16 qtrs
28 FIRST NATIONAL TRUST CO 311.2K +— (+0.0%) 2.89M -277.0K (-8.8%) 0.27% +0.007 pp 0.10% -0.012 pp USD11.85 -21.7% 5 qtrs
29 XTX TOPCO LTD 307.9K +307.9K (+100.0%) 2.86M +2.9M (+100.0%) 0.27% +0.269 pp 0.08% +0.075 pp USD9.28 +0.0% 3 qtrs
30 GRANITESHARES ADVISORS LLC 280.7K +23.9K (+9.3%) 2.60M -7.1K (-0.3%) 0.25% +0.026 pp 1.58% +0.070 pp USD13.46 -31.1% 17 qtrs
31 WELLS FARGO & COMPANY/MN 262.4K -206.9K (-44.1%) 2.43M -2.3M (-49.0%) 0.23% -0.171 pp 0.00% -0.001 pp USD15.01 -38.2% 44 qtrs
32 ROYAL BANK OF CANADA 244.6K -20.9K (-7.9%) 2.27M -431.0K (-16.0%) 0.21% -0.013 pp 0.00% 0.000 pp USD16.23 -42.8% 42 qtrs
33 SHIKIAR ASSET MANAGEMENT INC 220.9K +125.0 (+0.1%) 2.05M -196.0K (-8.7%) 0.19% +0.005 pp 0.51% -0.055 pp USD14.20 -34.6% 12 qtrs
34 LPL FINANCIAL LLC 219.7K -24.3K (-9.9%) 2.04M -442.2K (-17.8%) 0.19% -0.016 pp 0.00% 0.000 pp USD13.39 -30.7% 24 qtrs
35 CREATIVE PLANNING 206.1K -42.0K (-16.9%) 1.91M -610.5K (-24.2%) 0.18% -0.032 pp 0.00% -0.001 pp USD18.44 -49.7% 26 qtrs
36 169.0K +169.0K (+100.0%) 1.57M +1.6M (+100.0%) 0.15% +0.148 pp 0.82% +0.820 pp USD9.28 +0.0% 1 qtrs NEW
37 AMERIPRISE FINANCIAL INC 163.6K +63.5K (+63.3%) 1.52M +499.7K (+49.0%) 0.14% +0.058 pp 0.00% +0.000 pp USD12.85 -27.8% 25 qtrs
38 Y-INTERCEPT (HONG KONG) LTD 158.7K +98.3K (+162.6%) 1.47M +858.3K (+139.6%) 0.14% +0.087 pp 0.03% +0.018 pp USD9.62 -3.5% 17 qtrs
39 STILES FINANCIAL SERVICES INC 153.0K +3.1K (+2.1%) 1.42M -104.3K (-6.8%) 0.13% +0.006 pp 0.44% -0.044 pp USD11.24 -17.4% 5 qtrs
40 CITADEL ADVISORS LLC 151.1K +138.4K (+1,089.8%) 1.40M +1.3M (+985.6%) 0.13% +0.121 pp 0.00% +0.000 pp USD9.35 -0.7% 18 qtrs
41 STATE STREET CORP 143.1K +27.6K (+23.9%) 1.37M +144.4K (+11.7%) 0.13% +0.027 pp 0.00% +0.000 pp USD10.93 -15.1% 4 qtrs
42 QUADRANT PRIVATE WEALTH MANAGEMENT, LLC 143.1K -24.0K (-14.4%) 1.37M -405.7K (-22.8%) 0.13% -0.018 pp 0.23% -0.100 pp USD13.23 -29.9% 13 qtrs
43 GREAT WEST LIFE ASSURANCE CO /CAN/ 147.7K +6.0K (+4.2%) 1.37M -153.0K (-10.0%) 0.13% +0.008 pp 0.00% +0.000 pp USD14.52 -36.1% 32 qtrs
44 LOOMIS SAYLES & CO L P 140.0K +— (+0.0%) 1.30M -124.6K (-8.8%) 0.12% +0.003 pp 0.00% 0.000 pp USD11.63 -20.2% 4 qtrs
45 NAVITER WEALTH, LLC 129.7K -41.6K (-24.3%) 1.25M -576.5K (-31.6%) 0.11% -0.033 pp 0.16% -0.050 pp USD13.95 -33.5% 8 qtrs
46 MERIDIAN WEALTH MANAGEMENT, LLC 129.8K -198.6K (-60.5%) 1.20M -2.1M (-63.9%) 0.11% -0.167 pp 0.04% -0.086 pp USD14.27 -35.0% 19 qtrs
47 NORTHERN TRUST CORP 127.2K -3.6K (-2.7%) 1.18M -149.5K (-11.2%) 0.11% 0.000 pp 0.00% +0.000 pp USD11.71 -20.8% 19 qtrs
48 BNP PARIBAS ARBITRAGE, SNC 126.2K +119.3K (+1,710.0%) 1.17M +1.1M (+1,551.5%) 0.11% +0.104 pp 0.00% +0.001 pp USD9.46 -1.9% 12 qtrs
49 SAXON INTERESTS, INC. 121.9K +121.9K (+100.0%) 1.13M +1.1M (+100.0%) 0.11% +0.107 pp 0.40% +0.396 pp USD9.28 +0.0% 1 qtrs NEW
50 J.W. COLE ADVISORS, INC. 119.2K +17.6K (+17.4%) 1.11M +73.4K (+7.1%) 0.10% +0.018 pp 0.03% +0.007 pp USD11.88 -21.9% 10 qtrs
51 TREXQUANT INVESTMENT LP 119.1K -284.1K (-70.5%) 1.11M -3.0M (-73.0%) 0.10% -0.240 pp 0.01% -0.032 pp USD11.91 -22.1% 12 qtrs
52 CI PRIVATE WEALTH, LLC 112.1K +10.3K (+10.1%) 1.04M +5.2K (+0.5%) 0.10% +0.011 pp 0.00% 0.000 pp USD13.51 -31.3% 13 qtrs
53 DENALI ADVISORS LLC 111.8K -19.1K (-14.6%) 1.04M -293.5K (-22.1%) 0.10% -0.014 pp 0.12% -0.035 pp USD13.53 -31.4% 6 qtrs
54 MAIA WEALTH LLC 109.5K -14.5K (-11.7%) 1.03M -163.8K (-13.7%) 0.10% -0.010 pp 0.18% -0.025 pp USD12.27 -24.4% 6 qtrs
55 UNITED ADVISOR GROUP, LLC 105.3K -26.6K (-20.2%) 977.3K -364.2K (-27.1%) 0.09% -0.021 pp 0.12% -0.059 pp USD14.88 -37.6% 8 qtrs
56 STRATOS WEALTH PARTNERS, LTD. 105.1K -32.3K (-23.5%) 975.4K -421.7K (-30.2%) 0.09% -0.025 pp 0.01% -0.005 pp USD17.67 -47.5% 20 qtrs
57 THRIVENT FINANCIAL FOR LUTHERANS 102.9K +102.9K (+100.0%) 955.0K +955.0K (+100.0%) 0.09% +0.090 pp 0.00% +0.002 pp USD9.28 +0.0% 1 qtrs NEW
58 GARDE CAPITAL, INC. 101.5K +1.0K (+1.0%) 942.2K -80.2K (-7.8%) 0.09% +0.003 pp 0.06% +0.006 pp USD11.60 -20.0% 4 qtrs
59 VIRTUS INVESTMENT ADVISERS, INC. 99.9K -7.9K (-7.3%) 927.0K -169.2K (-15.4%) 0.09% -0.005 pp 0.25% -0.062 pp USD11.63 -20.2% 4 qtrs
60 NORDEN GROUP LLC 99.9K +54.6K (+120.6%) 927.0K +466.4K (+101.3%) 0.09% +0.049 pp 0.09% +0.044 pp USD10.50 -11.6% 10 qtrs
61 TRUEMARK INVESTMENTS, LLC 97.2K +97.2K (+100.0%) 901.6K +901.6K (+100.0%) 0.08% +0.085 pp 0.17% +0.172 pp USD9.28 +0.0% 1 qtrs NEW
62 ETHOS FINANCIAL GROUP, LLC 93.0K +66.2K (+247.0%) 883.8K +611.2K (+224.2%) 0.08% +0.058 pp 0.07% +0.044 pp USD9.76 -4.9% 4 qtrs
63 QUANTBOT TECHNOLOGIES LP 95.1K +95.1K (+100.0%) 882.8K +882.8K (+100.0%) 0.08% +0.083 pp 0.03% +0.029 pp USD9.28 +0.0% 3 qtrs
64 HIGHTOWER ADVISORS, LLC 89.4K -57.5K (-39.1%) 829.2K -664.1K (-44.5%) 0.08% -0.047 pp 0.00% -0.001 pp USD16.26 -42.9% 38 qtrs
65 WEALTHEDGE INVESTMENT ADVISORS, LLC 85.8K +85.8K (+100.0%) 796.5K +796.5K (+100.0%) 0.08% +0.075 pp 0.29% +0.295 pp USD9.28 +0.0% 1 qtrs NEW
66 ROCKEFELLER CAPITAL MANAGEMENT L.P. 85.7K +5.4K (+6.7%) 795.0K -21.4K (-2.6%) 0.07% +0.006 pp 0.00% 0.000 pp USD13.82 -32.9% 23 qtrs
67 GARNER ASSET MANAGEMENT CORP 83.2K -47.1K (-36.1%) 772.4K -610.8K (-44.2%) 0.07% -0.038 pp 0.30% -0.261 pp USD11.37 -18.4% 4 qtrs
68 SUSQUEHANNA INTERNATIONAL GROUP, LLP 80.8K +67.8K (+522.3%) 750.0K +617.9K (+467.8%) 0.07% +0.060 pp 0.00% +0.000 pp USD9.65 -3.8% 5 qtrs
69 ONE WILLIAM STREET CAPITAL MANAGEMENT, L.P. 80.0K +80.0K (+100.0%) 742.4K +742.4K (+100.0%) 0.07% +0.070 pp 0.10% +0.100 pp USD9.28 +0.0% 1 qtrs NEW
70 CONFLUENCE INVESTMENT MANAGEMENT LLC 75.8K -60.2K (-44.3%) 703.6K -679.6K (-49.1%) 0.07% -0.050 pp 0.01% -0.009 pp USD18.37 -49.5% 41 qtrs
71 CETERA INVESTMENT ADVISERS 75.3K -10.8K (-12.6%) 698.8K -177.0K (-20.2%) 0.07% -0.008 pp 0.00% 0.000 pp USD14.15 -34.4% 10 qtrs
72 PFG INVESTMENTS, LLC 70.5K -9.0K (-11.4%) 654.6K -154.7K (-19.1%) 0.06% -0.006 pp 0.03% -0.011 pp USD13.09 -29.1% 8 qtrs
73 BREVAN HOWARD CAPITAL MANAGEMENT LP 70.2K +70.2K (+100.0%) 651.2K +651.2K (+100.0%) 0.06% +0.061 pp 0.01% +0.007 pp USD9.28 +0.0% 1 qtrs NEW
74 ICON WEALTH ADVISORS, LLC 69.2K +1.0K (+1.5%) 642.6K -51.2K (-7.4%) 0.06% +0.002 pp 0.04% -0.004 pp USD11.30 -17.9% 4 qtrs
75 HB WEALTH MANAGEMENT, LLC 69.2K -17.4K (-20.1%) 642.1K -239.0K (-27.1%) 0.06% -0.013 pp 0.00% -0.002 pp USD12.85 -27.8% 17 qtrs
76 ARGENTARII, LLC 63.0K +63.0K (+100.0%) 584.6K +584.6K (+100.0%) 0.06% +0.055 pp 0.19% +0.190 pp USD9.28 +0.0% 1 qtrs NEW
77 AUTUMN GLORY PARTNERS, LLC 61.9K -35.0K (-36.1%) 574.8K -411.1K (-41.7%) 0.05% -0.029 pp 0.20% -0.203 pp USD14.54 -36.2% 17 qtrs
78 OXFORD ASSET MANAGEMENT LLP 61.3K +61.3K (+100.0%) 568.8K +568.8K (+100.0%) 0.05% +0.054 pp 0.23% +0.232 pp USD9.28 +0.0% 1 qtrs NEW
79 MARSHALL WACE, LLP 59.6K -378.1K (-86.4%) 552.9K -3.9M (-87.6%) 0.05% -0.321 pp 0.00% -0.004 pp USD10.57 -12.2% 7 qtrs
80 ARKADIOS WEALTH ADVISORS 52.2K -16.1K (-23.6%) 484.1K -210.5K (-30.3%) 0.05% -0.013 pp 0.01% -0.007 pp USD14.49 -36.0% 21 qtrs
81 SRS CAPITAL ADVISORS, INC. 52.1K +48.0K (+1,168.3%) 483.7K +441.9K (+1,057.3%) 0.05% +0.042 pp 0.01% +0.014 pp USD9.44 -1.7% 4 qtrs
82 GREEN SQUARE CAPITAL ADVISORS LLC 51.0K +51.0K (+100.0%) 472.9K +472.9K (+100.0%) 0.04% +0.045 pp 0.05% +0.049 pp USD9.28 +0.0% 1 qtrs NEW
83 ALMITAS CAPITAL LLC 50.0K +50.0K (+100.0%) 464.0K +464.0K (+100.0%) 0.04% +0.044 pp 0.10% +0.102 pp USD9.28 +0.0% 1 qtrs NEW
84 COMMONWEALTH EQUITY SERVICES, LLC 49.1K -497.6K (-91.0%) 455.4K -5.1M (-91.8%) 0.04% -0.424 pp 0.00% -0.007 pp USD12.37 -25.0% 8 qtrs
85 GUGGENHEIM CAPITAL LLC 49.0K +4.0K (+8.9%) 454.8K -2.8K (-0.6%) 0.04% +0.005 pp 0.00% 0.000 pp USD15.24 -39.1% 41 qtrs
86 PHYSICIAN WEALTH ADVISORS, INC. 47.4K +110.0 (+0.2%) 440.1K -41.1K (-8.5%) 0.04% +0.001 pp 0.06% -0.007 pp USD10.18 -8.8% 24 qtrs
87 QUADRATURE CAPITAL LTD 47.2K +28.7K (+155.0%) 437.6K +249.3K (+132.4%) 0.04% +0.025 pp 0.00% +0.002 pp USD9.63 -3.6% 2 qtrs
88 FINANCIAL ALTERNATIVES, INC 47.0K +— (+0.0%) 436.0K -41.8K (-8.8%) 0.04% +0.001 pp 0.25% -0.036 pp USD13.72 -32.4% 13 qtrs
89 FOUNDERS FINANCIAL ALLIANCE, LLC 46.6K +1.4K (+3.2%) 432.9K -26.8K (-5.8%) 0.04% +0.002 pp 0.08% -0.005 pp USD13.76 -32.6% 10 qtrs
90 AXXCESS WEALTH MANAGEMENT, LLC 45.7K +— (+0.0%) 424.5K -40.7K (-8.8%) 0.04% +0.001 pp 0.00% -0.005 pp USD19.16 -51.6% 17 qtrs
91 PROSPERITY CONSULTING GROUP, LLC 44.0K +— (+0.0%) 408.4K -39.2K (-8.8%) 0.04% +0.001 pp 0.02% -0.004 pp USD10.17 -8.8% 2 qtrs
92 BALDWIN BROTHERS LLC/MA 41.0K +— (+0.0%) 380.1K -36.4K (-8.8%) 0.04% +0.001 pp 0.02% -0.003 pp USD18.62 -50.2% 20 qtrs
93 TT CAPITAL MANAGEMENT LLC 40.1K +14.7K (+58.0%) 371.7K +113.9K (+44.2%) 0.04% +0.013 pp 0.30% +0.099 pp USD10.53 -11.9% 3 qtrs
94 COHEN CAPITAL MANAGEMENT, INC. 38.8K -50.0K (-56.3%) 360.1K -543.0K (-60.1%) 0.03% -0.042 pp 0.05% -0.087 pp USD19.06 -51.3% 21 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
0
Sells
0
Shares acquired
Shares disposed
Cash buys
Cash sales
Net activity
+0
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
2026-04-02 Evans Carlos E Director P-Purchase A Common Stock, par value $0.001 per share 50,000 9.02 451.0K 64,446 D
2026-03-31 MCGEE SUSAN B 0 0.00 0
2025-12-31 Kari Ross Jay 0 0.00 0
2025-11-12 Greene Tucker Officer P-Purchase A Common Stock, par value $0.001 per share 10,500 9.86 103.5K 10,500 D
2025-09-12 Bantwal Vivek Officer P-Purchase A Common Stock, par value $0.001 per share 22,000 11.36 250.0K 22,000 D
2025-08-07 Chi Alex 0 0.00 0
2025-08-07 Bantwal Vivek Officer No securities are beneficially owned. 0 0.00 0 D
2025-02-26 Carter Matthew Ryan Officer No securities are beneficially owned. 0 0.00 0 D
2024-11-22 Lanza John Officer S-Sale D Common Stock, par value $0.001 per share 1,250 12.85 16.1K 0 D
2023-11-10 Pessah David 0 0.00 0
2023-11-10 Matuszewski Stanley Officer D No securities are beneficially owned. 0 0.00 0
2023-11-10 Lanza John Officer D Common Stock, par value $0.001 per share 0 0.00 1,250
2023-06-01 Skirnick Gabriella 0 0.00 0
2023-05-08 Miller David Officer P-Purchase A Common Stock, par value $0.001 per share 20,000 13.16 263.1K 20,000
2022-08-10 Rossetti Carmine 0 0.00 0
2022-08-03 Yang Jennifer Officer D No securities are beneficially owned. 0 0.00 0
2022-08-03 Watts Greg Officer D No securities are beneficially owned. 0 0.00 0
2022-08-03 Greene Tucker Officer D No securities are beneficially owned. 0 0.00 0
2022-08-03 Betzen Justin Officer D No securities are beneficially owned. 0 0.00 0
2022-07-08 Yu, David 0 0.00 0
2022-06-22 Mastropaolo Michael 0 0.00 0
2022-06-17 Walter Jordan 0 0.00 0
2022-03-07 Yoder, Jon 0 0.00 0
2022-03-07 Skirnick Gabriella Officer D No securities are beneficially owned. 0 0.00 0
2022-03-07 Miller David Officer D No securities are beneficially owned. 0 0.00 0
2022-03-07 McGovern, Brendan 0 0.00 0
2022-03-07 Chi Alex Officer D No securities are beneficially owned. 0 0.00 0
2021-12-31 Lane Ann B 0 0.00 0
2021-11-08 Rossetti Carmine Officer D Common Stock, par value $0.001 per share 0 0.00 1,000
2021-03-11 MCGEE SUSAN B Director P-Purchase A Common Stock, par value $0.001 per share 8,000 19.27 154.2K 21,787
2021-03-10 MCGEE SUSAN B Director P-Purchase A Common Stock, par value $0.001 per share 13,787 19.19 264.6K 13,787
2021-03-10 Lane Ann B Director P-Purchase A Common Stock, par value $0.001 per share 10,000 19.15 191.5K 16,890
2021-03-02 Lamm, Jonathan Officer S-Sale D Common Stock, par value $0.001 per share 2,500 19.01 47.5K 10,945
2021-03-01 DiMaria Joseph F Officer D No securities are beneficially owned. 0 0.00 0
2020-12-01 Evans Carlos E Director P-Purchase A Common Stock, par value $0.001 per share 2,666 18.71 49.9K 14,446
2020-10-12 Yu, David Officer A-Award A Common Stock, par value $0.001 per share 1,473 0.00 11,223
2020-10-12 Uniacke Katherine Director A-Award A Common Stock, par value $0.001 per share 5,890 0.00 22,557
2020-10-12 McGovern, Brendan Officer A-Award A Common Stock, par value $0.001 per share 5,890 0.00 53,890
2020-10-12 MARK RICHARD A Director D No securities are beneficially owned. 0 0.00 0
2020-10-12 Leach Timothy J Director A-Award A Common Stock, par value $0.001 per share 17,671 0.00 17,671
2020-10-12 Lamm, Jonathan Officer A-Award A Common Stock, par value $0.001 per share 2,945 0.00 13,445
2020-10-12 Evans Carlos E Director A-Award A Common Stock, par value $0.001 per share 11,780 0.00 11,780
2020-03-27 Walter Jordan Officer P-Purchase A Common Stock, par value $0.001 per share 2,845 13.75 39.1K 4,577
2020-03-26 Lamm, Jonathan Officer P-Purchase A Common Stock, par value $0.001 per share 1,000 13.40 13.4K 10,500
2020-03-24 Walter Jordan Officer P-Purchase A Common Stock, par value $0.001 per share 1,732 11.32 19.6K 1,732
2020-03-24 McGovern, Brendan Officer P-Purchase A Common Stock, par value $0.001 per share 5,000 11.25 56.3K 48,000
2020-03-23 Mastropaolo Michael Officer P-Purchase A Common Stock, par value $0.001 per share 1,890 10.12 19.1K 5,075
2020-03-23 Lamm, Jonathan Officer P-Purchase A Common Stock, par value $0.001 per share 3,500 10.08 35.3K 9,500
2020-03-20 Yu, David Officer P-Purchase A Common Stock, par value $0.001 per share 1,750 11.15 19.5K 9,750
2020-03-20 Yoder, Jon Officer P-Purchase A Common Stock, par value $0.001 per share 3,500 11.81 41.3K 11,000
2020-03-20 Uniacke Katherine Director P-Purchase A Common Stock, par value $0.001 per share 1,606 12.35 19.8K 16,607
2020-03-20 Mastropaolo Michael Officer P-Purchase A Common Stock, par value $0.001 per share 1,295 11.72 15.2K 3,185
2020-03-20 Lamm, Jonathan Officer P-Purchase A Common Stock, par value $0.001 per share 900 11.50 10.4K 6,000
2020-03-20 Kari Ross Jay Director P-Purchase A Common Stock, par value $0.001 per share 5,000 11.81 59.0K 10,000
2020-03-19 Yoder, Jon Officer P-Purchase A Common Stock, par value $0.001 per share 2,500 11.74 29.4K 7,500
2020-03-19 McGovern, Brendan Officer P-Purchase A Common Stock, par value $0.001 per share 8,000 13.00 104.0K 35,800
2020-03-19 Mastropaolo Michael Officer P-Purchase A Common Stock, par value $0.001 per share 1,890 11.25 21.3K 1,890
2020-03-19 Lamm, Jonathan Officer P-Purchase A Common Stock, par value $0.001 per share 100 11.22 1.1K 5,100
2020-03-16 Rossetti Carmine 0 0.00 0
2020-03-16 Pessah David Officer D No securities are beneficially owned. 0 0.00 0
2020-03-09 Ardila Jaime Director P-Purchase A Common Stock, par value $0.001 per share 969 18.42 17.8K 19,414
2019-06-07 Yoo Julien Officer D No securities are beneficially owned. 0 0.00 0
2019-06-06 Teufel Maya Officer 0 0.00 0
2019-03-04 Lentini, Salvatore Officer S-Sale D Common Stock, par value $0.001 per share 1,733 20.37 35.3K 0
2019-02-27 Mastropaolo Michael Officer D No securities are beneficially owned. 0 0.00 0
2018-08-21 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 468 22.26 10.4K 652,354
2018-08-20 GOLDMAN SACHS GROUP INC 10% Owner S-Sale D Common Stock, par value $0.001 per share 468 22.27 10.4K 651,886
2018-06-01 MCGEE SUSAN B Director D No securities are beneficially owned. 0 0.00 0
2018-05-09 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 10% Owner I Common Stock 0 0.00 181,036
2018-05-01 CLARK JANET F Director 0 0.00 0
2018-02-28 Walter Jordan Officer D No securities are beneficially owned. 0 0.00 0
2018-02-28 Turco, Scott Officer 0 0.00 0
2017-12-31 BAKHRU ASHOK N Director 0 0.00 0
2017-12-06 Lane Ann B Director P-Purchase A Common Stock, par value $0.001 per share 4,650 21.68 100.8K 6,890
2017-12-06 Ardila Jaime Director P-Purchase A Common Stock, par value $0.001 per share 1,059 21.65 22.9K 13,850
2017-12-01 Ardila Jaime Director P-Purchase A Common Stock, par value $0.001 per share 8,108 21.84 177.1K 12,791
2017-06-08 Lane Ann B Director P-Purchase A Common Stock, par value $0.001 per share 2,240 22.32 50.0K 2,240
2017-05-23 Kari Ross Jay Director P-Purchase A Common Stock, par value $0.001 per share 5,000 22.24 111.2K 5,000
2017-05-01 Rossetti Carmine Officer D No securities are beneficially owned. 0 0.00 0
2017-01-11 Lentini, Salvatore Officer L-Small A Common Stock, par value $0.001 per share 33 23.48 765.37 1,733
2016-12-31 STRUBEL RICHARD P Director 0 0.00 0
2016-12-31 Lentini, Salvatore Officer I Common Stock, par value $0.001 per share 0 0.00 2,031
2016-12-31 COBLENTZ JOHN P JR Director 0 0.00 0
2016-12-06 Teufel Maya Officer D No securities are beneficially owned 0 0.00 0
2016-12-06 Quirk Kathryn L Officer 0 0.00 0
2016-11-07 Ardila Jaime Director P-Purchase A Common Stock, par value $0.001 4,683 21.52 100.8K 4,683
2016-09-11 Uniacke Katherine Director D No securities are beneficially owned 0 0.00 0
2016-03-04 Lentini, Salvatore Officer P-Purchase A Common Stock, par value $0.001 per share 5,817 18.82 109.5K 27,045
2016-03-04 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 5,180 18.87 97.7K 652,354
2016-03-03 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 7,750 18.60 144.1K 647,174
2016-03-02 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 7,384 18.47 136.4K 639,424
2016-03-01 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 7,600 18.67 141.9K 632,040
2016-02-29 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 7,400 18.46 136.6K 624,440
2016-02-26 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 8,750 18.46 161.5K 617,040
2016-02-25 Quirk Kathryn L Officer D No securities are beneficially owned 0 0.00 0
2016-02-25 Lane Ann B Director D No securities are beneficially owned 0 0.00 0
2016-02-25 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 8,750 18.45 161.4K 608,290
2016-02-25 Conn Alison Officer 0 0.00 0
2016-02-25 Ardila Jaime Director D No securities are beneficially owned 0 0.00 0
2016-02-24 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 8,657 18.41 159.4K 599,540
2016-02-23 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 8,036 18.43 148.1K 590,883
2016-02-22 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 8,197 18.45 151.2K 582,847
2016-02-19 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 9,493 18.42 174.8K 574,650
2016-02-18 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 10,325 18.32 189.1K 565,157
2016-02-17 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 10,350 18.15 187.9K 554,832
2016-02-16 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 10,336 17.95 185.5K 544,482
2016-02-12 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 10,602 17.67 187.3K 534,146
2016-02-11 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 10,717 17.86 191.4K 523,544
2016-02-10 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 10,093 18.12 182.9K 512,827
2016-02-09 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 10,850 18.04 195.7K 502,734
2016-02-08 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 10,850 18.05 195.8K 491,884
2016-02-05 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 9,988 18.16 181.4K 481,034
2016-02-04 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 10,103 17.99 181.7K 471,046
2016-02-03 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 10,350 17.99 186.2K 460,943
2016-02-02 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 10,099 18.02 182.0K 450,593
2016-02-01 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 10,206 18.00 183.7K 440,494
2016-01-29 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 10,900 18.23 198.7K 430,288
2016-01-28 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 10,900 18.50 201.7K 419,388
2016-01-27 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 10,900 18.39 200.4K 408,488
2016-01-26 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 10,900 18.46 201.2K 397,588
2016-01-25 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 10,900 18.68 203.6K 386,688
2016-01-22 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 9,539 18.41 175.6K 375,788
2016-01-21 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 11,680 17.70 206.8K 366,249
2016-01-20 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 16,019 17.36 278.2K 354,569
2016-01-19 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 9,685 18.24 176.6K 338,550
2016-01-15 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 12,000 18.90 226.8K 328,865
2016-01-14 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 12,000 19.12 229.5K 316,865
2016-01-13 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 10,350 19.30 199.8K 304,865
2016-01-12 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 11,509 19.28 221.8K 294,515
2016-01-11 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 12,000 19.27 231.2K 283,006
2016-01-08 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 11,560 19.31 223.3K 271,006
2016-01-07 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 11,687 19.31 225.6K 259,446
2016-01-06 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 2,900 19.32 56.0K 247,759
2016-01-05 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 12,800 19.11 244.7K 244,859
2016-01-04 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 12,343 19.03 234.9K 232,059
2015-12-31 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 13,656 19.33 264.0K 219,716
2015-12-30 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 13,656 19.33 264.0K 206,060
2015-12-29 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 13,656 19.36 264.3K 192,404
2015-12-15 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 1,000 19.31 19.3K 178,748
2015-12-14 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 10,200 19.22 196.0K 177,748
2015-12-11 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 2,084 19.36 40.3K 167,548
2015-11-10 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 158 19.35 3.1K 165,464
2015-11-05 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 200 19.43 3.9K 165,306
2015-10-09 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 21,056 19.42 408.8K 165,106
2015-10-08 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 400 19.40 7.8K 144,050
2015-10-07 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 15,276 19.23 293.7K 143,650
2015-10-06 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 26,900 19.27 518.4K 128,374
2015-10-05 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 19,478 19.34 376.8K 101,474
2015-10-02 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 20,449 18.41 376.5K 81,996
2015-10-01 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 20,449 18.46 377.6K 61,547
2015-09-30 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 20,449 18.62 380.7K 41,098
2015-09-29 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 3,038 18.97 57.6K 20,649
2015-08-24 GOLDMAN SACHS GROUP INC 10% Owner P-Purchase A Common Stock, par value $0.001 per share 200 17.42 3.5K 200
2015-08-04 Kari Ross Jay Director D No securities are beneficially owned 0 0.00 0
2015-05-13 CLARK JANET F Director D Common Stock, par value $0.001 per share 0 0.00 5,000
2015-03-17 Yu, David Officer D Common Stock, par value $0.001 per share 0 0.00 1,750
2015-03-17 Yoder, Jon Officer D Common Stock, par value $0.001 per share 0 0.00 2,500
2015-03-17 Uniacke Katherine Director D No securities are beneficially owned 0 0.00 0
2015-03-17 Turco, Scott Officer D No securities are beneficially owned 0 0.00 0
2015-03-17 STRUBEL RICHARD P Director D Common Stock, par value $0.001 per share 0 0.00 9,965
2015-03-17 McGovern, Brendan Officer D Common Stock, par value $0.001 per share 0 0.00 25,000
2015-03-17 Lentini, Salvatore Officer D Common Stock, par value $0.001 per share 0 0.00 12,478
2015-03-17 Lamm, Jonathan Officer D Common Stock, par value $0.001 per share 0 0.00 2,500
2015-03-17 Kraus Caroline Officer D No Securities are beneficially owned 0 0.00 0
2015-03-17 GOLDMAN SACHS GROUP INC 10% Owner D Common Stock, par value $0.001 per share 0 0.00 5,831,299
2015-03-17 Conn Alison Officer D No securities are beneficially owned 0 0.00 0
2015-03-17 COBLENTZ JOHN P JR Director D Common Stock, par value $0.001 per share 0 0.00 4,983
2015-03-17 BAKHRU ASHOK N Director D Common Stock, par value $0.001 per share 0 0.00 9,965

Executive team

Top executives
EBIT / Employee
29.37M
Shares Outstanding
112.57M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-06 DEFA14A
2026-04-02 DEFA14A
2026-04-01 DEF 14A
2025-04-02 DEFA14A
2025-04-02 DEF 14A
2024-04-03 DEFA14A
2024-04-03 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 10-Q
2026-04-14 8-K
2026-04-06 DEFA14A
2026-04-06 4
2026-04-02 DEFA14A
2026-04-01 DEF 14A
2026-03-31 4
2026-03-17 8-K
2026-03-02 8-K
2026-02-27 8-K

Executive team

NameTitleCompensationGender
Caroline L. Kraus Chief Legal Officer & Secretary female
David Nathan Miller Co-Chief Executive Officer male
John Lanza Principal Accounting Officer male
John Silas Investor Relations Officer
Julien H. Yoo Chief Compliance Officer female
Katherine Schneider Investor Relations female
Salvatore Lentini Executive Vice President male
Stanley Matuszewski Chief Financial Officer & Treasurer male
Todd Leland President of International Unit male
Tucker Greene President & Chief Operating Officer male
Vivek Bantwal Co-Chief Executive Officer male
ESG Rating
B
ASSET MANAGEMENT
2026
E (Environmental)
88.0 / 67.2
Company / Sector avg.
S (Social)
74.5 / 77.3
Company / Sector avg.
G (Governance)
72.1 / 74.6
Company / Sector avg.
ESG Total
78.2 / 73.0
Company / Sector avg.
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

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