Subscribe

Global Water Resources, Inc. (GWRS)

US NASDAQ Utilities Regulated Water
Address 21410 North 19th Avenue 85027
Phoenix, AZ, US
CEO Ron L. Fleming
IPO 2016-04-28
CIK 1434728 ISIN US3794631024

Explore sections of this company profile

Also trades on NASDAQ Global Market · GWRS (USD) Toronto Stock Exchange · GWR.TO (CAD)
Description

Global Water Resources, Inc. is a water resource management firm that operates, owns, and oversees regulated utilities, primarily in the metropolitan Phoenix, Arizona area. These utilities encompass potable water supply, wastewater treatment, and recycled water services. As of December 31, 2020, the company was providing essential services to approximately 74,048 individuals across roughly 27,630 households. The company was established in 2003 and is headquartered in Phoenix, Arizona.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
110.5K
Beta
0.92
Float Shares
13.61M
Free Float %
47.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.14% -0.71% -10.87% -23.57% -29.60% -17.51% -32.20% -37.32% -55.91% -2.11% +11.52%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (4 ratings, all time) Buy
Price Targets & DCF
Current price
6.98
Low 12.50 +79.2%
Consensus 12.50 +79.2%
Median 12.50 +79.2%
High 12.50 +79.2%
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 1
12.50
Last Year 2
13.75
All Time 2
13.75
Quality scores
Altman Z-Score
0.45
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
2 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Regulated Water: +6.5%
    +5.8% Q1'26: +6.7% (vs Q1'25)
  • EPS growth Regulated Water: +7.9%
    -54.2% Q1'26: -141.3% (vs Q1'25)
  • FCF margin FCF growth · Regulated Water: +32.9%
    +1.3% Q1'26: -13.6% (vs Q1'25)
  • EBIT margin Regulated Water: +27.3%
    +12.8% Q1'26: +0.0% (vs Q1'25)
  • ROIC Regulated Water: +4.5%
    +2.4% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Regulated Water: +0.0%
    +11.4% Q1'26: +17.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Regulated Water: 3.43×
    6.14× Q1'26: 0.80× (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 (0.92) × ERP
WACC = 58% × Ke + 42% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 7.09
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.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
31.96M
est: 24.00M (+33.1%)
29.80M
est: 29.95M (-0.5%)
31.21M
est: 31.40M (-0.6%)
35.52M
est: 35.40M (+0.3%)
35.47M
est: 35.50M (-0.1%)
38.63M
est: 37.70M (+2.5%)
41.91M
est: 41.70M (+0.5%)
44.73M
est: 44.40M (+0.7%)
53.03M
est: 52.02M (+1.9%)
52.69M
est: 52.40M (+0.6%)
55.76M
est: 55.94M (-0.3%)
63.03M
60.36M – 65.69M
+12.7% YoY
68.25M
65.35M – 71.14M
+8.3% YoY
77.18M
73.91M – 80.45M
+13.1% YoY
73.68M
70.56M – 76.80M
-4.5% YoY
EBITDA
15.33M
est: 11.41M (+34.3%)
12.09M
est: 14.24M (-15.1%)
15.98M
est: 14.93M (+7.1%)
17.61M
est: 16.83M (+4.6%)
15.31M
est: 16.88M (-9.3%)
16.28M
est: 17.92M (-9.1%)
19.45M
est: 19.83M (-1.9%)
20.55M
est: 21.11M (-2.7%)
27.50M
est: 24.55M (+12.0%)
27.06M
est: 24.73M (+9.4%)
22.52M
est: 26.40M (-14.7%)
29.74M
28.48M – 31.00M
+12.7% YoY
32.21M
30.84M – 33.57M
+8.3% YoY
36.42M
34.88M – 37.96M
+13.1% YoY
34.77M
33.30M – 36.24M
-4.5% YoY
EBIT
50.29M
est: 5.86M (+757.7%)
5.81M
est: 7.32M (-20.6%)
7.34M
est: 7.67M (-4.2%)
9.27M
est: 8.65M (+7.2%)
6.96M
est: 8.67M (-19.7%)
7.25M
est: 9.21M (-21.2%)
9.96M
est: 10.19M (-2.2%)
10.48M
est: 10.85M (-3.4%)
15.74M
est: 12.09M (+30.2%)
13.96M
est: 12.18M (+14.6%)
7.16M
est: 13.00M (-44.9%)
14.65M
14.02M – 15.27M
+12.7% YoY
15.86M
15.19M – 16.53M
+8.3% YoY
17.93M
17.17M – 18.69M
+13.1% YoY
17.12M
16.40M – 17.85M
-4.5% YoY
Net Income
21.36M
est: 6.76M (+215.9%)
-2.85M
est: -3.04M (+6.1%)
4.55M
est: 3.04M (+49.8%)
3.10M
est: 4.13M (-24.9%)
2.22M
est: 3.16M (-29.6%)
1.11M
est: 2.43M (-54.5%)
3.61M
est: 3.65M (-1.0%)
5.51M
est: 5.60M (-1.7%)
7.98M
est: 6.94M (+15.0%)
5.79M
est: 7.58M (-23.6%)
2.96M
est: 4.74M (-37.6%)
3.66M
3.45M – 3.86M
-22.9% YoY
6.11M
5.50M – 6.14M
+67.0% YoY
8.94M
8.44M – 9.43M
+46.4% YoY
13.00M
12.28M – 13.71M
+45.5% YoY
SGA
7.96M
est: 8.09M (-1.7%)
10.21M
est: 10.10M (+1.1%)
9.41M
est: 10.58M (-11.1%)
10.55M
est: 11.93M (-11.6%)
11.24M
est: 11.97M (-6.1%)
12.72M
est: 12.71M (+0.1%)
15.15M
est: 14.06M (+7.7%)
16.13M
est: 14.97M (+7.8%)
16.64M
est: 17.44M (-4.6%)
16.88M
est: 17.57M (-3.9%)
17.86M
est: 18.75M (-4.8%)
21.13M
20.23M – 22.03M
+12.7% YoY
22.88M
21.91M – 23.85M
+8.3% YoY
25.88M
24.78M – 26.97M
+13.1% YoY
24.70M
23.66M – 25.75M
-4.5% YoY
EPS
1.17
est: 0.28 (+320.5%)
-0.15
est: -0.13 (-20.0%)
0.23
est: 0.13 (+84.0%)
0.15
est: 0.17 (-11.8%)
0.10
est: 0.13 (-23.1%)
0.05
est: 0.10 (-50.9%)
0.16
est: 0.15 (+6.7%)
0.24
est: 0.23 (+4.3%)
0.33
est: 0.26 (+28.8%)
0.24
est: 0.28 (-14.3%)
0.11
est: 0.18 (-37.1%)
0.14
0.13 – 0.14
-22.9% YoY
0.22
0.20 – 0.23
+59.3% YoY
0.33
0.31 – 0.35
+53.5% YoY
0.48
0.45 – 0.51
+45.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 C- 1/5 1/5 1/5 2/5 2/5 1/5 2/5
2026-05-11 C- 1/5 1/5 1/5 2/5 2/5 1/5 2/5
2026-05-08 C- 1/5 1/5 1/5 2/5 2/5 1/5 2/5
2026-05-07 C- 1/5 1/5 1/5 2/5 2/5 1/5 2/5
2026-05-06 C- 1/5 1/5 1/5 2/5 2/5 1/5 2/5
2026-05-05 C 2/5 1/5 1/5 3/5 2/5 1/5 2/5
2026-05-04 C 2/5 1/5 1/5 3/5 2/5 1/5 2/5
2026-05-01 C 2/5 1/5 1/5 3/5 2/5 1/5 2/5
2026-04-30 C 2/5 1/5 1/5 3/5 2/5 1/5 2/5
2026-04-29 C- 1/5 1/5 1/5 3/5 1/5 1/5 2/5
2026-04-28 C- 1/5 1/5 1/5 3/5 1/5 1/5 2/5
2026-04-27 C 2/5 1/5 1/5 4/5 1/5 1/5 2/5
2026-04-24 C 2/5 1/5 1/5 4/5 1/5 1/5 2/5
2026-04-23 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-22 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-21 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-20 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-17 C 2/5 1/5 1/5 4/5 1/5 1/5 2/5
2026-04-16 C 2/5 1/5 1/5 4/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-30.90M
OE per share TTM
-1.15
Owner's Yield
-16.40%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
530.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
45
Total invested
43.29M
Insider transactions (90d)
16
Beneficial owners (>5%)
8
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Franklin Resources, Inc. 15.65M 6.20% 1.47M 17.2K 1.47M 17.2K HC, CO United States 2017-04-18
2 Andrew M. Cohn and Amy Cohn, husband and wife 2.16M 8.93% 2.11M 42.2K 2.11M 42.2K IN 2023-06-16
3 Andrew M. Cohn and Amy Cohn (community property) 1.48M 7.50% 1.46M 17.2K 1.46M 17.2K United States 2017-04-04
4 Handelsbanken Fonder AB 1.35M 5.59% 1.35M 1.35M FI SWEDEN 2024-01-24
5 Polar Asset Management Partners Inc. 1.03M 4.54% 1.03M 1.03M IA Canada 2022-02-08
6 N. BERT LOOSMORE 537.9K 7.90% 1.41M 17.2K 1.41M 17.2K IN United States 2017-02-07
7 Trevor T. Hill 39.1K 0.20% 39.1K 39.1K 39.1K IN Canadian 2018-01-16
8 1. Andrew M. Cohn and Amy Cohn (community property) 9.00 7.60% 1.47M 17.2K 1.47M 17.2K IN United States 2017-04-18

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
45
-57 vs prev Q
New positions
6
Closed positions
63
Increased
22
Reduced
12
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 HANDELSBANKEN FONDER AB 1.70M +— (+0.0%) 14.37M -3.1M (-18.0%) 6.19% -0.003 pp 0.04% -0.012 pp USD10.65 -20.7% 35 qtrs
2 VANGUARD GROUP INC 758.6K -36.2K (-4.5%) 6.41M -1.8M (-21.7%) 2.76% -0.133 pp 0.00% +0.000 pp USD12.62 -33.0% 39 qtrs
3 TSP CAPITAL MANAGEMENT GROUP, LLC 757.7K +435.1K (+134.9%) 6.40M +3.1M (+92.7%) 2.76% +1.583 pp 1.56% +0.675 pp USD9.24 -8.5% 2 qtrs
4 HEARTLAND ADVISORS INC 686.5K +236.5K (+52.6%) 5.80M +1.2M (+25.2%) 2.50% +0.860 pp 0.31% +0.068 pp USD9.67 -12.6% 4 qtrs
5 BLACKROCK, INC. 582.2K +12.2K (+2.1%) 4.92M -951.2K (-16.2%) 2.12% +0.044 pp 0.00% +0.000 pp USD12.40 -31.9% 6 qtrs
6 REDMOND ASSET MANAGEMENT, LLC 329.8K -521.0 (-0.2%) 2.79M -615.4K (-18.1%) 1.20% -0.003 pp 0.71% -0.125 pp USD10.30 -18.0% 24 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 312.8K +10.1K (+3.3%) 2.64M -474.9K (-15.2%) 1.14% +0.036 pp 0.00% +0.000 pp USD12.21 -30.8% 37 qtrs
8 NORTH STAR INVESTMENT MANAGEMENT CORP. 304.4K +15.0K (+5.2%) 2.57M -408.7K (-13.7%) 1.11% +0.054 pp 0.16% -0.030 pp USD10.30 -18.0% 37 qtrs
9 STATE STREET CORP 240.1K +7.9K (+3.4%) 2.03M -362.6K (-15.2%) 0.87% +0.028 pp 0.00% +0.000 pp USD10.70 -21.0% 39 qtrs
10 CLARET ASSET MANAGEMENT CORP 221.2K -6.9K (-3.0%) 1.87M -480.0K (-20.4%) 0.81% -0.026 pp 0.22% -0.063 pp USD9.34 -9.5% 33 qtrs
11 WELLS FARGO & COMPANY/MN 218.8K +6.6K (+3.1%) 1.85M -336.9K (-15.4%) 0.80% +0.024 pp 0.00% 0.000 pp USD10.88 -22.3% 38 qtrs
12 RENAISSANCE TECHNOLOGIES LLC 202.9K -21.2K (-9.5%) 1.71M -593.8K (-25.7%) 0.74% -0.078 pp 0.00% 0.000 pp USD11.31 -25.3% 35 qtrs
13 PENN CAPITAL MANAGEMENT COMPANY, LLC 177.8K -211.0 (-0.1%) 1.50M -331.0K (-18.1%) 0.65% -0.001 pp 0.12% -0.021 pp USD10.24 -17.5% 4 qtrs
14 DIMENSIONAL FUND ADVISORS LP 151.4K +251.0 (+0.2%) 1.28M -277.2K (-17.8%) 0.55% +0.001 pp 0.00% 0.000 pp USD12.87 -34.3% 24 qtrs
15 PEAK6 LLC 150.0K +150.0K (+100.0%) 1.27M +1.3M (+100.0%) 0.55% +0.546 pp 0.00% +0.002 pp USD8.45 +0.0% 1 qtrs NEW
16 MORGAN STANLEY 125.6K +69.1K (+122.3%) 1.06M +479.6K (+82.4%) 0.46% +0.252 pp 0.00% +0.000 pp USD10.40 -18.8% 39 qtrs
17 BARD ASSOCIATES INC 118.3K -18.9K (-13.8%) 999.9K -413.2K (-29.2%) 0.43% -0.069 pp 0.26% -0.118 pp USD8.84 -4.4% 39 qtrs
18 NORTHERN TRUST CORP 93.3K -2.9K (-3.0%) 788.3K -202.3K (-20.4%) 0.34% -0.011 pp 0.00% +0.000 pp USD9.67 -12.6% 39 qtrs
19 MARSHALL WACE, LLP 72.1K +72.1K (+100.0%) 609.0K +609.0K (+100.0%) 0.26% +0.262 pp 0.00% +0.001 pp USD8.45 +0.0% 1 qtrs NEW
20 PANAGORA ASSET MANAGEMENT INC 71.6K -3.1K (-4.2%) 604.9K -164.8K (-21.4%) 0.26% -0.012 pp 0.00% -0.001 pp USD12.29 -31.2% 36 qtrs
21 COMMONWEALTH EQUITY SERVICES, LLC 63.0K +5.1K (+8.8%) 532.2K -63.8K (-10.7%) 0.23% +0.019 pp 0.00% 0.000 pp USD11.84 -28.6% 7 qtrs
22 WESBANCO BANK INC 61.5K +— (+0.0%) 519.7K -113.8K (-18.0%) 0.22% 0.000 pp 0.01% -0.003 pp USD10.91 -22.5% 5 qtrs
23 GOLDMAN SACHS GROUP INC 54.7K -78.3K (-58.8%) 462.5K -907.5K (-66.2%) 0.20% -0.285 pp 0.00% 0.000 pp USD11.40 -25.9% 28 qtrs
24 DEKABANK DEUTSCHE GIROZENTRALE 32.5K +— (+0.0%) 452.0K +4.0K (+0.9%) 0.12% 0.000 pp 0.00% +0.000 pp USD13.08 -35.4% 9 qtrs
25 DYNAMIC ADVISOR SOLUTIONS LLC 52.4K -451.0 (-0.9%) 442.6K -101.5K (-18.7%) 0.19% -0.002 pp 0.01% -0.002 pp USD10.92 -22.6% 27 qtrs
26 BARCLAYS PLC 45.2K +13.5K (+42.7%) 381.8K -16.8K (-4.2%) 0.16% +0.049 pp 0.00% +0.000 pp USD10.94 -22.8% 34 qtrs
27 JANE STREET GROUP, LLC 40.1K +40.1K (+100.0%) 338.8K +338.8K (+100.0%) 0.15% +0.146 pp 0.00% +0.000 pp USD8.45 +0.0% 1 qtrs NEW
28 BANK OF AMERICA CORP /DE/ 38.9K +3.2K (+9.1%) 328.5K -38.6K (-10.5%) 0.14% +0.012 pp 0.00% +0.000 pp USD11.21 -24.6% 39 qtrs
29 SENTINUS, LLC 35.0K +35.0K (+100.0%) 295.8K +295.8K (+100.0%) 0.13% +0.127 pp 0.03% +0.028 pp USD8.45 +0.0% 1 qtrs NEW
30 PERRITT CAPITAL MANAGEMENT INC 35.0K +— (+0.0%) 295.8K -64.8K (-18.0%) 0.13% 0.000 pp 0.49% +0.324 pp USD11.09 -23.8% 30 qtrs
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 35.0K +362.0 (+1.0%) 295.6K -61.0K (-17.1%) 0.13% +0.001 pp 0.00% +0.000 pp USD10.43 -19.0% 39 qtrs
32 LOS ANGELES CAPITAL MANAGEMENT LLC 29.9K +10.4K (+52.9%) 293.6K +92.0K (+45.6%) 0.11% +0.038 pp 0.00% +0.000 pp USD9.61 -12.1% 4 qtrs
33 GSA CAPITAL PARTNERS LLP 28.4K +14.3K (+101.0%) 240.0K +94.0K (+64.4%) 0.10% +0.052 pp 0.02% +0.009 pp USD9.37 -9.8% 2 qtrs
34 ROYAL BANK OF CANADA 27.5K +12.4K (+82.1%) 232.0K +77.0K (+49.7%) 0.10% +0.045 pp 0.00% +0.000 pp USD9.63 -12.3% 39 qtrs
35 NUVEEN, LLC 26.6K +— (+0.0%) 225.0K -49.3K (-18.0%) 0.10% +0.000 pp 0.00% +0.000 pp USD10.31 -18.0% 4 qtrs
36 ANCORA ADVISORS, LLC 26.5K +26.5K (+100.0%) 223.9K +223.9K (+100.0%) 0.10% +0.096 pp 0.00% +0.005 pp USD8.45 +0.0% 1 qtrs NEW
37 BANK OF NEW YORK MELLON CORP 25.1K -129.1K (-83.7%) 212.2K -1.4M (-86.6%) 0.09% -0.470 pp 0.00% 0.000 pp USD11.18 -24.4% 39 qtrs
38 CULLEN CAPITAL MANAGEMENT, LLC 24.2K -16.1K (-39.9%) 204.6K -210.7K (-50.7%) 0.09% -0.059 pp 0.00% -0.002 pp USD11.00 -23.2% 12 qtrs
39 ELCO MANAGEMENT CO., LLC 23.0K -1.9K (-7.5%) 194.3K -61.7K (-24.1%) 0.08% -0.007 pp 0.12% -0.011 pp USD10.80 -21.8% 37 qtrs
40 D.A. DAVIDSON & CO. 21.9K +946.0 (+4.5%) 185.4K -30.9K (-14.3%) 0.08% +0.003 pp 0.00% 0.000 pp USD9.65 -12.4% 34 qtrs
41 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 21.8K +21.8K (+100.0%) 184.0K +184.0K (+100.0%) 0.08% +0.079 pp 0.00% +0.000 pp USD8.45 +0.0% 1 qtrs NEW
42 ATRIA INVESTMENTS, INC 21.7K -17.6K (-44.9%) 183.1K -221.7K (-54.8%) 0.08% -0.064 pp 0.00% -0.003 pp USD10.26 -17.6% 3 qtrs
43 AVANZA FONDER AB 19.6K -2.5K (-11.4%) 165.5K -62.1K (-27.3%) 0.07% -0.009 pp 0.00% -0.002 pp USD11.50 -26.5% 5 qtrs
44 PERIGON WEALTH MANAGEMENT, LLC 19.2K +19.2K (+100.0%) 162.0K +162.0K (+100.0%) 0.07% +0.070 pp 0.00% +0.003 pp USD8.45 +0.0% 1 qtrs NEW
45 MILLENNIUM MANAGEMENT LLC 18.1K +18.1K (+100.0%) 152.5K +152.5K (+100.0%) 0.07% +0.066 pp 0.00% +0.000 pp USD8.45 +0.0% 6 qtrs
46 RHUMBLINE ADVISERS 17.3K -1.8K (-9.3%) 146.2K -50.2K (-25.6%) 0.06% -0.007 pp 0.00% +0.000 pp USD10.94 -22.8% 29 qtrs
47 TREXQUANT INVESTMENT LP 17.1K +17.1K (+100.0%) 144.5K +144.5K (+100.0%) 0.06% +0.062 pp 0.00% +0.001 pp USD8.45 +0.0% 1 qtrs NEW
48 UBS GROUP AG 15.9K -8.5K (-34.7%) 134.5K -116.7K (-46.5%) 0.06% -0.031 pp 0.00% +0.000 pp USD12.32 -31.4% 39 qtrs
49 AQR CAPITAL MANAGEMENT LLC 15.5K -12.7K (-45.0%) 130.7K -159.0K (-54.9%) 0.06% -0.046 pp 0.00% 0.000 pp USD10.24 -17.5% 3 qtrs
50 DEUTSCHE BANK AG\ 15.0K +— (+0.0%) 126.8K -27.8K (-18.0%) 0.05% +0.000 pp 0.00% +0.000 pp USD11.54 -26.8% 39 qtrs
51 ALLIANCEBERNSTEIN L.P. 14.1K +700.0 (+5.2%) 119.5K -18.9K (-13.7%) 0.05% +0.003 pp 0.00% +0.000 pp USD10.12 -16.5% 3 qtrs
52 CWM, LLC 13.9K -983.0 (-6.6%) 118.0K -36.0K (-23.4%) 0.05% -0.004 pp 0.00% 0.000 pp USD10.30 -18.0% 10 qtrs
53 JPMORGAN CHASE & CO 13.9K -11.9K (-46.2%) 117.8K -148.8K (-55.8%) 0.05% -0.044 pp 0.00% +0.000 pp USD11.64 -27.4% 33 qtrs
54 OCCUDO QUANTITATIVE STRATEGIES LP 12.6K +12.6K (+100.0%) 106.8K +106.8K (+100.0%) 0.05% +0.046 pp 0.01% +0.007 pp USD8.45 +0.0% 1 qtrs NEW
55 GROUP ONE TRADING, L.P. 11.4K +11.4K (+100.0%) 95.9K +95.9K (+100.0%) 0.04% +0.041 pp 0.00% +0.000 pp USD8.45 +0.0% 1 qtrs NEW
56 SQUAREPOINT OPS LLC 10.5K +10.5K (+100.0%) 88.5K +88.5K (+100.0%) 0.04% +0.038 pp 0.00% +0.000 pp USD8.45 +0.0% 1 qtrs NEW
57 HSBC HOLDINGS PLC 10.1K -2.1K (-16.9%) 86.1K -39.2K (-31.3%) 0.04% -0.008 pp 0.00% +0.000 pp USD10.19 -17.1% 3 qtrs
58 BRIDGEWAY CAPITAL MANAGEMENT, LLC 10.0K +10.0K (+100.0%) 84.5K +84.5K (+100.0%) 0.04% +0.036 pp 0.00% +0.002 pp USD8.45 +0.0% 1 qtrs NEW
59 GLOBAL RETIREMENT PARTNERS, LLC 7.6K +— (+0.0%) 64.6K -14.2K (-18.0%) 0.03% +0.000 pp 0.00% -0.001 pp USD10.19 -17.1% 3 qtrs
60 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 6.9K +— (+0.0%) 58.2K -12.9K (-18.2%) 0.03% +0.000 pp 0.00% 0.000 pp USD10.31 -18.0% 4 qtrs
61 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 6.0K +176.0 (+3.0%) 50.6K -9.3K (-15.5%) 0.02% +0.001 pp 0.00% +0.000 pp USD11.92 -29.1% 7 qtrs
62 TD WATERHOUSE CANADA INC. 3.5K +— (+0.0%) 29.5K -5.4K (-15.4%) 0.01% +0.000 pp 0.00% +0.000 pp USD15.16 -44.3% 17 qtrs
63 BNP PARIBAS ARBITRAGE, SNC 3.2K -1.6K (-32.6%) 27.1K -21.9K (-44.7%) 0.01% -0.006 pp 0.00% +0.000 pp USD10.81 -21.8% 39 qtrs
64 NEW YORK STATE COMMON RETIREMENT FUND 2.9K +— (+0.0%) 24.7K -5.4K (-18.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD12.65 -33.2% 39 qtrs
65 RUSSELL INVESTMENTS GROUP, LTD. 2.9K -588.0 (-17.0%) 24.3K -11.4K (-31.9%) 0.01% -0.002 pp 0.00% +0.000 pp USD10.58 -20.1% 9 qtrs
66 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 2.6K +— (+0.0%) 22.1K -4.8K (-18.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD10.19 -17.1% 3 qtrs
67 STATE OF ALASKA, DEPARTMENT OF REVENUE 2.0K +2.0K (+100.0%) 17.0K +17.0K (+100.0%) 0.01% +0.007 pp 0.00% +0.000 pp USD8.45 +0.0% 1 qtrs NEW
68 FMR LLC 1.7K -151.0 (-8.1%) 14.5K -4.7K (-24.6%) 0.01% -0.001 pp 0.00% +0.000 pp USD13.47 -37.3% 16 qtrs
69 SIMPLEX TRADING, LLC 1.6K +1.3K (+475.6%) 13.2K +11.2K (+559.1%) 0.01% +0.005 pp 0.00% +0.000 pp USD8.77 -3.6% 2 qtrs
70 FARTHER FINANCE ADVISORS, LLC 1.6K +270.0 (+21.0%) 13.1K -94.0 (-0.7%) 0.01% +0.001 pp 0.00% 0.000 pp USD9.98 -15.3% 2 qtrs
71 LEGAL & GENERAL GROUP PLC 1.4K +— (+0.0%) 11.7K -2.6K (-18.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD10.45 -19.1% 37 qtrs
72 TOWER RESEARCH CAPITAL LLC (TRC) 1.2K +87.0 (+7.5%) 10.5K -1.4K (-11.8%) 0.00% +0.000 pp 0.00% 0.000 pp USD10.46 -19.2% 39 qtrs
73 HUSSMAN STRATEGIC ADVISORS, INC. 1.0K +— (+0.0%) 8.5K -1.9K (-18.0%) 0.00% +0.000 pp 0.00% 0.000 pp USD10.54 -19.8% 23 qtrs
74 SBI SECURITIES CO., LTD. 884.00 +7.0 (+0.8%) 7.5K -1.6K (-17.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.46 -26.3% 5 qtrs
75 NISA INVESTMENT ADVISORS, LLC 784.00 -735.0 (-48.4%) 6.6K -9.0K (-57.7%) 0.00% -0.003 pp 0.00% +0.000 pp USD10.36 -18.4% 19 qtrs
76 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 773.00 -66.0 (-7.9%) 6.5K -2.1K (-24.4%) 0.00% 0.000 pp 0.00% +0.000 pp USD9.59 -11.9% 39 qtrs
77 UBS ASSET MANAGEMENT AMERICAS INC 673.00 +673.0 (+100.0%) 5.7K +5.7K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD8.45 +0.0% 1 qtrs NEW
78 CREATIVE FINANCIAL DESIGNS INC /ADV 666.00 +— (+0.0%) 5.6K -1.2K (-18.0%) 0.00% +0.000 pp 0.00% 0.000 pp USD12.43 -32.0% 12 qtrs
79 AMERITAS INVESTMENT PARTNERS, INC. 641.00 +— (+0.0%) 5.4K -1.2K (-18.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD8.70 -2.9% 36 qtrs
80 UMB BANK, N.A. 432.00 +— (+0.0%) 3.7K -800.0 (-18.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.30 -18.0% 2 qtrs
81 ADVISOR GROUP HOLDINGS, INC. 387.00 +177.0 (+84.3%) 3.3K +1.1K (+52.8%) 0.00% +0.001 pp 0.00% +0.000 pp USD9.78 -13.6% 24 qtrs
82 SAGEVIEW ADVISORY GROUP, LLC 360.00 +360.0 (+100.0%) 3.0K +3.0K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD8.45 +0.0% 1 qtrs NEW
83 AMALGAMATED BANK 396.00 -44.0 (-10.0%) 3.0K -2.0K (-40.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD16.39 -48.4% 16 qtrs
84 CITIGROUP INC 331.00 -913.0 (-73.4%) 2.8K -10.0K (-78.2%) 0.00% -0.003 pp 0.00% +0.000 pp USD12.50 -32.4% 39 qtrs
85 CORNERSTONE PLANNING GROUP LLC 160.00 +160.0 (+100.0%) 1.4K +1.4K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD8.45 +0.0% 1 qtrs NEW
86 HARBOUR INVESTMENTS, INC. 160.00 -555.0 (-77.6%) 1.4K -6.0K (-81.6%) 0.00% -0.002 pp 0.00% 0.000 pp USD12.49 -32.3% 15 qtrs
87 JONES FINANCIAL COMPANIES LLLP 150.00 +17.0 (+12.8%) 1.3K -78.0 (-5.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.09 -16.3% 4 qtrs
88 STERLING CAPITAL MANAGEMENT LLC 127.00 +48.0 (+60.8%) 1.1K +259.0 (+31.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.77 -13.5% 6 qtrs
89 HARBOR CAPITAL ADVISORS, INC. 107.00 -2.0 (-1.8%) 1.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD12.00 -29.6% 6 qtrs
90 BARE FINANCIAL SERVICES, INC 58.00 +58.0 (+100.0%) 490.00 +490.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD8.45 +0.0% 1 qtrs NEW
91 EVERSOURCE WEALTH ADVISORS, LLC 57.00 -69.0 (-54.8%) 482.00 -816.0 (-62.9%) 0.00% 0.000 pp 0.00% +0.000 pp USD10.26 -17.6% 5 qtrs
92 BOGART WEALTH, LLC 50.00 +50.0 (+100.0%) 423.00 +423.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD8.44 +0.1% 1 qtrs NEW
93 SMARTLEAF ASSET MANAGEMENT LLC 47.00 +— (+0.0%) 400.00 -79.0 (-16.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.17 -16.9% 6 qtrs
94 PNC FINANCIAL SERVICES GROUP, INC. 17.00 -1.0K (-98.4%) 144.00 -10.7K (-98.7%) 0.00% -0.004 pp 0.00% +0.000 pp USD10.24 -17.5% 4 qtrs
95 TRUE WEALTH DESIGN, LLC 13.00 -42.0 (-76.4%) 110.00 -457.0 (-80.6%) 0.00% 0.000 pp 0.00% 0.000 pp USD10.46 -19.2% 5 qtrs
96 IFP ADVISORS, INC 12.00 -2.0 (-14.3%) 101.00 -43.0 (-29.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.08 -16.2% 5 qtrs
97 MAI CAPITAL MANAGEMENT 10.00 +10.0 (+100.0%) 85.00 +85.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD8.40 +0.6% 1 qtrs NEW
98 KOZAK & ASSOCIATES, INC. 7.00 +— (+0.0%) 62.00 +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD12.86 -34.3% 8 qtrs
99 ALLWORTH FINANCIAL LP 3.00 -3.0K (-99.9%) 26.00 -30.9K (-99.9%) 0.00% -0.011 pp 0.00% 0.000 pp USD10.00 -15.5% 3 qtrs
100 ROTHSCHILD INVESTMENT LLC 3.00 +3.0 (+100.0%) 25.00 +25.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD8.33 +1.4% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 46 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.02% 333.8K 0.60%
2 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.02% 2.0K 0.29%
3 iShares Russell 2000 Value ETF IWN 0.01% 819.2K 0.24%
4 Vanguard Russell 2000 Growth ETF VTWG 0.01% 92.7K 0.06%
5 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.00% 108.5K 0.30%
6 Invesco Russell 2000 UCITS ETF RTYS.L 0.00% 10.0K 0.25%
7 Global X - Russell 2000 ETF RSSL 0.00% 45.9K 0.08%
8 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.00% 170.8K 0.30%
9 Vanguard Russell 2000 ETF VTWO 0.00% 529.2K 0.06%
10 U.S. Micro Cap Portfolio ETF DFMC 0.00% 199.4K 0.43%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
3.82
Bullish
Ratio by volume
3.00
Bullish
Buys
42
Sells
11
Shares acquired
77.0K
Shares disposed
19.1K
Cash buys
1.00
Cash sales
Net activity
+57,872
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
Krygier Christopher D Officer P-Purchase A Common Stock 195 13.20 2.6K 3,837
Kitts Suzanne Michelle Officer S-Sale D Common Stock 600 11.34 6.8K 3,847
2026-05-08 Liebman Michael J Officer F-InKind D Common Stock 2,934 7.07 20.7K 89,065 D
2026-05-08 Lenderking John Carroll Officer F-InKind D Common Stock 723 7.07 5.1K 8,656 D
2026-05-08 Kuta Robert J Officer F-InKind D Common Stock 1,720 7.07 12.2K 10,280 D
2026-05-08 Krygier Christopher D Officer A-Award A Common Stock 6,667 7.07 47.1K 35,436 D
2026-05-08 Fleming Ronnie L Director / Officer F-InKind D Common Stock 3,656 7.07 25.8K 108,987 D
2026-05-08 Corwin Jonathan C. Officer F-InKind D Common Stock 515 7.07 3.6K 14,014 D
2026-05-08 Brill Steven D. Officer A-Award A Common Stock 2,000 7.07 14.1K 5,488 D
2026-04-30 Rousseau David Director A-Award A Restricted Stock Units 56 0.00 12,240 D
2026-04-30 Liebman Michael J Officer A-Award A Restricted Stock Units 73 0.00 20,630 D
2026-04-30 Lenderking John Carroll Officer A-Award A Restricted Stock Units 5 0.00 1,352 D
2026-04-30 Krygier Christopher D Officer A-Award A Restricted Stock Units 37 0.00 10,368 D
2026-04-30 Huckelbridge Brett Director A-Award A Restricted Stock Units 60 0.00 11,940 D
2026-04-30 Fleming Ronnie L Director / Officer A-Award A Restricted Stock Units 114 0.00 32,237 D
2026-04-30 Corwin Jonathan C. Officer A-Award A Restricted Stock Units 2 0.00 676 D
2026-04-30 Cohn Andrew M. Director A-Award A Restricted Stock Units 6 0.00 1,722 D
2026-04-30 Alexander Richard M Director A-Award A Restricted Stock Units 69 0.00 2,669 D
2026-03-31 Rousseau David Director A-Award A Restricted Stock Units 52 0.00 12,184 D
2026-03-31 Liebman Michael J Officer M-Exempt D Restricted Stock Units 2,846 0.00 20,557 D
2026-03-31 Lenderking John Carroll Officer M-Exempt D Restricted Stock Units 275 0.00 1,347 D
2026-03-31 Krygier Christopher D Officer M-Exempt D Restricted Stock Units 1,427 0.00 10,331 D
2026-03-31 Huckelbridge Brett Director A-Award A Restricted Stock Units 56 0.00 11,880 D
2026-03-31 Fleming Ronnie L Director / Officer A-Award A Restricted Stock Units 122 0.00 36,569 D
2026-03-31 Corwin Jonathan C. Officer A-Award A Restricted Stock Units 3 0.00 807 D
2026-03-31 Cohn Andrew M. Director A-Award A Restricted Stock Units 6 0.00 1,716 D
2026-03-31 Alexander Richard M Director A-Award A Restricted Stock Units 65 0.00 2,600 D
2026-03-20 Liebman Michael J Officer A-Award A Restricted Stock Units 13,378 0.00 23,325 D
2026-03-20 Krygier Christopher D Officer A-Award A Restricted Stock Units 6,719 0.00 11,719 D
2026-03-20 Fleming Ronnie L Director / Officer A-Award A Restricted Stock Units 20,903 0.00 36,447 D
2026-03-13 Cohn Andrew M. Director P-Purchase A Common Stock 18,305 7.20 131.8K 2,560,984 D
2026-03-11 Steele Christa Director A-Award A Common Stock 1,380 7.50 10.4K 1,380 D
2026-03-11 Rousseau David Director A-Award A Common Stock 1,375 7.50 10.3K 8,072 D
2026-03-11 Levine Jonathan L Director A-Award A Common Stock 950 7.50 7.1K 12,129,893 I
2026-03-11 Huckelbridge Brett Director A-Award A Common Stock 1,246 7.50 9.3K 9,314 D
2026-03-11 Cohn Andrew M. Director A-Award A Common Stock 950 7.50 7.1K 2,542,679 D
2026-03-11 Alexander Richard M Director F-InKind D Common Stock 892 7.50 6.7K 48,614 D
2026-02-27 Rousseau David Director A-Award A Restricted Stock Units 43 0.00 12,132 D
2026-02-27 Liebman Michael J Officer A-Award A Restricted Stock Units 27 0.00 9,947 D
2026-02-27 Lenderking John Carroll Officer A-Award A Restricted Stock Units 4 0.00 1,617 D
2026-02-27 Krygier Christopher D Officer A-Award A Restricted Stock Units 14 0.00 5,000 D
2026-02-27 Huckelbridge Brett Director A-Award A Restricted Stock Units 46 0.00 11,824 D
2026-02-27 Fleming Ronnie L Director / Officer A-Award A Restricted Stock Units 43 0.00 15,544 D
2026-02-27 Corwin Jonathan C. Officer A-Award A Restricted Stock Units 2 0.00 804 D
2026-02-27 Cohn Andrew M. Director A-Award A Restricted Stock Units 5 0.00 1,710 D
2026-02-27 Alexander Richard M Director A-Award A Restricted Stock Units 53 0.00 2,535 D
2026-01-30 Rousseau David Director A-Award A Restricted Stock Units 45 0.00 12,089 D
2026-01-30 Liebman Michael J Officer A-Award A Restricted Stock Units 29 0.00 9,920 D
2026-01-30 Lenderking John Carroll Officer A-Award A Restricted Stock Units 5 0.00 1,613 D
2026-01-30 Krygier Christopher D Officer A-Award A Restricted Stock Units 15 0.00 4,986 D
2026-01-30 Huckelbridge Brett Director A-Award A Restricted Stock Units 49 0.00 11,778 D
2026-01-30 Fleming Ronnie L Director / Officer A-Award A Restricted Stock Units 45 0.00 15,501 D
2026-01-30 Corwin Jonathan C. Officer A-Award A Restricted Stock Units 2 0.00 802 D
2026-01-30 Cohn Andrew M. Director A-Award A Restricted Stock Units 5 0.00 1,705 D
2026-01-30 Alexander Richard M Director A-Award A Restricted Stock Units 56 0.00 2,482 D
2026-01-01 Steele Christa Director Common Stock 0 0.00 0 D
2025-12-31 Liebman Michael J Officer D-Return D Common Stock 2,404 8.45 20.3K 83,666 D
2025-12-31 Lenderking John Carroll Officer D-Return D Common Stock 386 8.45 3.3K 7,379 D
2025-12-31 Krygier Christopher D Officer M-Exempt A Common Stock 1,139 0.00 29,908 D
2025-12-31 Fleming Ronnie L Director / Officer M-Exempt A Common Stock 3,756 0.00 106,399 D
2025-12-31 Corwin Jonathan C. Officer M-Exempt D Restricted Stock Units 184 0.00 800 D
2025-12-31 COY DEBRA Director D-Return D Common Stock 2,493 8.45 21.1K 24,495 D
2025-12-30 Rousseau David Director A-Award A Restricted Stock Units 46 0.00 12,044 D
2025-12-30 Liebman Michael J Officer A-Award A Restricted Stock Units 36 0.00 12,295 D
2025-12-30 Lenderking John Carroll Officer A-Award A Restricted Stock Units 6 0.00 1,994 D
2025-12-30 Krygier Christopher D Officer A-Award A Restricted Stock Units 18 0.00 6,110 D
2025-12-30 Huckelbridge Brett Director A-Award A Restricted Stock Units 49 0.00 11,729 D
2025-12-30 Fleming Ronnie L Director / Officer A-Award A Restricted Stock Units 57 0.00 19,212 D
2025-12-30 Corwin Jonathan C. Officer M-Exempt A Common Stock 184 0.00 12,713 D
2025-12-30 Cohn Andrew M. Director A-Award A Restricted Stock Units 5 0.00 1,700 D
2025-12-30 COY DEBRA Director A-Award A Restricted Stock Units 7 0.00 313 D
2025-12-30 Alexander Richard M Director A-Award A Restricted Stock Units 57 0.00 2,426 D
2025-11-26 Rousseau David Director A-Award A Restricted Stock Units 46 0.00 11,998 D
2025-11-26 Liebman Michael J Officer A-Award A Restricted Stock Units 36 0.00 12,259 D
2025-11-26 Lenderking John Carroll Officer A-Award A Restricted Stock Units 6 0.00 1,988 D
2025-11-26 Krygier Christopher D Officer A-Award A Restricted Stock Units 18 0.00 6,092 D
2025-11-26 Huckelbridge Brett Director A-Award A Restricted Stock Units 49 0.00 11,680 D
2025-11-26 Fleming Ronnie L Director / Officer A-Award A Restricted Stock Units 57 0.00 19,155 D
2025-11-26 Corwin Jonathan C. Officer A-Award A Restricted Stock Units 3 0.00 981 D
2025-11-26 Cohn Andrew M. Director A-Award A Restricted Stock Units 5 0.00 1,695 D
2025-11-26 COY DEBRA Director A-Award A Restricted Stock Units 7 0.00 306 D
2025-11-26 Alexander Richard M Director A-Award A Restricted Stock Units 57 0.00 2,369 D
2025-11-19 Rousseau David Director A-Award A Common Stock 1,189 8.68 10.3K 6,697 D
2025-11-19 Levine Jonathan L Director A-Award A Common Stock 821 8.68 7.1K 12,128,943 I
2025-11-19 Huckelbridge Brett Director A-Award A Common Stock 1,077 8.68 9.3K 8,068 D
2025-11-19 Cohn Andrew M. Director A-Award A Common Stock 821 8.68 7.1K 2,541,729 D
2025-11-19 COY DEBRA Director A-Award A Common Stock 1,192 8.68 10.3K 24,495 D
2025-11-19 Alexander Richard M Director F-InKind D Common Stock 675 8.68 5.9K 47,735 D
2025-10-31 Rousseau David Director A-Award A Restricted Stock Units 39 0.00 11,952 D
2025-10-31 Liebman Michael J Officer A-Award A Restricted Stock Units 31 0.00 12,223 D
2025-10-31 Lenderking John Carroll Officer A-Award A Restricted Stock Units 5 0.00 1,982 D
2025-10-31 Krygier Christopher D Officer A-Award A Restricted Stock Units 15 0.00 6,074 D
2025-10-31 Huckelbridge Brett Director A-Award A Restricted Stock Units 42 0.00 11,631 D
2025-10-31 Fleming Ronnie L Director / Officer A-Award A Restricted Stock Units 49 0.00 19,098 D
2025-10-31 Corwin Jonathan C. Officer A-Award A Restricted Stock Units 2 0.00 978 D
2025-10-31 Cohn Andrew M. Director A-Award A Restricted Stock Units 4 0.00 1,690 D
2025-10-31 COY DEBRA Director A-Award A Restricted Stock Units 6 0.00 299 D
2025-10-31 Alexander Richard M Director A-Award A Restricted Stock Units 49 0.00 2,312 D
2025-09-30 Rousseau David Director A-Award A Restricted Stock Units 38 0.00 11,913 D
2025-09-30 Liebman Michael J Officer M-Exempt A Common Stock 2,413 0.00 86,079 D
2025-09-30 Levine Jonathan L Director P-Purchase A Common Stock 728,197 10.30 7.50M 12,128,122 I
2025-09-30 Lenderking John Carroll Officer D-Return D Common Stock 393 10.30 4.0K 7,379 D
2025-09-30 Krygier Christopher D Officer A-Award A Restricted Stock Units 18 0.00 7,208 D
2025-09-30 Huckelbridge Brett Director A-Award A Restricted Stock Units 41 0.00 11,589 D
2025-09-30 Fleming Ronnie L Director / Officer M-Exempt D Restricted Stock Units 3,767 0.00 19,049 D
2025-09-30 Corwin Jonathan C. Officer M-Exempt D Restricted Stock Units 192 0.00 976 D
2025-09-30 Cohn Andrew M. Director P-Purchase A Common Stock 154,026 10.30 1.59M 2,540,908 D
2025-09-30 COY DEBRA Director A-Award A Restricted Stock Units 6 0.00 293 D
2025-09-30 Alexander Richard M Director A-Award A Restricted Stock Units 47 0.00 2,263 D
2025-08-29 Rousseau David Director A-Award A Restricted Stock Units 40 0.00 11,875 D
2025-08-29 Liebman Michael J Officer A-Award A Restricted Stock Units 38 0.00 14,569 D
2025-08-29 Lenderking John Carroll Officer A-Award A Restricted Stock Units 6 0.00 2,364 D
2025-08-29 Krygier Christopher D Officer A-Award A Restricted Stock Units 19 0.00 7,190 D
2025-08-29 Huckelbridge Brett Director A-Award A Restricted Stock Units 43 0.00 11,548 D
2025-08-29 Fleming Ronnie L Director / Officer A-Award A Restricted Stock Units 60 0.00 22,760 D
2025-08-29 Corwin Jonathan C. Officer A-Award A Restricted Stock Units 3 0.00 1,165 D
2025-08-29 Cohn Andrew M. Director A-Award A Restricted Stock Units 4 0.00 1,682 D
2025-08-29 COY DEBRA Director A-Award A Restricted Stock Units 6 0.00 287 D
2025-08-29 Alexander Richard M Director A-Award A Restricted Stock Units 50 0.00 2,216 D
2025-08-20 Rousseau David Director A-Award A Common Stock 1,064 9.70 10.3K 5,508 D
2025-08-20 Levine Jonathan L Director A-Award A Common Stock 735 9.70 7.1K 11,399,925 I
2025-08-20 Huckelbridge Brett Director A-Award A Common Stock 964 9.70 9.4K 6,991 D
2025-08-20 Cohn Andrew M. Director A-Award A Common Stock 735 9.70 7.1K 2,386,882 D
2025-08-20 COY DEBRA Director A-Award A Common Stock 1,067 9.70 10.3K 23,303 D
2025-08-20 Alexander Richard M Director A-Award A Common Stock 1,370 9.70 13.3K 47,582 D
2025-07-31 Rousseau David Director A-Award A Restricted Stock Units 41 0.00 11,835 D
2025-07-31 Liebman Michael J Officer A-Award A Restricted Stock Units 38 0.00 14,531 D
2025-07-31 Lenderking John Carroll Officer A-Award A Restricted Stock Units 6 0.00 2,358 D
2025-07-31 Krygier Christopher D Officer A-Award A Restricted Stock Units 19 0.00 7,171 D
2025-07-31 Huckelbridge Brett Director A-Award A Restricted Stock Units 43 0.00 11,505 D
2025-07-31 Fleming Ronnie L Director / Officer A-Award A Restricted Stock Units 60 0.00 22,700 D
2025-07-31 Corwin Jonathan C. Officer A-Award A Restricted Stock Units 3 0.00 1,162 D
2025-07-31 Cohn Andrew M. Director A-Award A Restricted Stock Units 4 0.00 1,678 D
2025-07-31 COY DEBRA Director A-Award A Restricted Stock Units 7 0.00 281 D
2025-07-31 Alexander Richard M Director A-Award A Restricted Stock Units 50 0.00 2,166 D
2025-06-30 Rousseau David Director A-Award A Restricted Stock Units 38 0.00 11,794 D
2025-06-30 Liebman Michael J Officer A-Award A Restricted Stock Units 42 0.00 16,916 D
2025-06-30 Lenderking John Carroll Officer A-Award A Restricted Stock Units 7 0.00 2,745 D
2025-06-30 Krygier Christopher D Officer M-Exempt D Restricted Stock Units 1,154 0.00 7,152 D
2025-06-30 Huckelbridge Brett Director A-Award A Restricted Stock Units 41 0.00 11,462 D
2025-06-30 Fleming Ronnie L Director / Officer M-Exempt D Restricted Stock Units 3,787 0.00 22,640 D
2025-06-30 Corwin Jonathan C. Officer M-Exempt A Common Stock 189 0.00 12,718 D
2025-06-30 Cohn Andrew M. Director A-Award A Restricted Stock Units 4 0.00 1,674 D
2025-06-30 COY DEBRA Director A-Award A Restricted Stock Units 6 0.00 274 D
2025-06-30 Alexander Richard M Director A-Award A Restricted Stock Units 47 0.00 2,116 D
2025-05-30 Rousseau David Director A-Award A Restricted Stock Units 38 0.00 11,756 D
2025-05-30 Liebman Michael J Officer A-Award A Restricted Stock Units 42 0.00 16,874 D
2025-05-30 Lenderking John Carroll Officer A-Award A Restricted Stock Units 7 0.00 2,738 D
2025-05-30 Krygier Christopher D Officer A-Award A Restricted Stock Units 21 0.00 8,285 D
2025-05-30 Huckelbridge Brett Director A-Award A Restricted Stock Units 41 0.00 11,421 D
2025-05-30 Fleming Ronnie L Director / Officer A-Award A Restricted Stock Units 66 0.00 26,361 D
2025-05-30 Corwin Jonathan C. Officer A-Award A Restricted Stock Units 3 0.00 1,345 D
2025-05-30 Cohn Andrew M. Director A-Award A Restricted Stock Units 4 0.00 1,670 D
2025-05-30 COY DEBRA Director A-Award A Restricted Stock Units 6 0.00 268 D
2025-05-30 Alexander Richard M Director A-Award A Restricted Stock Units 47 0.00 2,069 D
2025-05-21 Rousseau David Director A-Award A Common Stock 1,012 10.20 10.3K 4,444 D
2025-05-21 Levine Jonathan L Director A-Award A Common Stock 699 10.20 7.1K 11,399,190 I
2025-05-21 Huckelbridge Brett Director A-Award A Common Stock 917 10.20 9.4K 6,027 D
2025-05-21 Cohn Andrew M. Director A-Award A Common Stock 699 10.20 7.1K 2,380,598 D
2025-05-21 COY DEBRA Director A-Award A Common Stock 1,015 10.20 10.4K 22,236 D
2025-05-21 Alexander Richard M Director F-InKind D Common Stock 814 10.20 8.3K 46,212 D
2025-05-08 Liebman Michael J Officer F-InKind D Common Stock 3,114 10.43 32.5K 89,778 D
2025-05-08 Krygier Christopher D Officer F-InKind D Common Stock 2,725 10.43 28.4K 31,362 D
2025-05-08 Fleming Ronnie L Director / Officer F-InKind D Common Stock 3,820 10.43 39.8K 112,194 D
2025-04-30 Rousseau David Director A-Award A Restricted Stock Units 37 0.00 11,718 D
2025-04-30 Liebman Michael J Officer A-Award A Restricted Stock Units 41 0.00 16,832 D
2025-04-30 Lenderking John Carroll Officer A-Award A Restricted Stock Units 7 0.00 2,731 D
2025-04-30 Krygier Christopher D Officer A-Award A Restricted Stock Units 20 0.00 8,264 D
2025-04-30 Huckelbridge Brett Director A-Award A Restricted Stock Units 40 0.00 11,380 D
2025-04-30 Fleming Ronnie L Director / Officer A-Award A Restricted Stock Units 64 0.00 26,295 D
2025-04-30 Corwin Jonathan C. Officer A-Award A Restricted Stock Units 3 0.00 1,342 D
2025-04-30 Cohn Andrew M. Director A-Award A Restricted Stock Units 4 0.00 1,666 D
2025-04-30 COY DEBRA Director A-Award A Restricted Stock Units 6 0.00 262 D
2025-04-30 Alexander Richard M Director A-Award A Restricted Stock Units 46 0.00 2,022 D
2025-03-31 Rousseau David Director A-Award A Restricted Stock Units 37 0.00 11,681 D
2025-03-31 Liebman Michael J Officer M-Exempt A Common Stock 2,380 0.00 95,272 D
2025-03-31 Lenderking John Carroll Officer M-Exempt D Restricted Stock Units 384 0.00 2,724 D
2025-03-31 Krygier Christopher D Officer M-Exempt D Restricted Stock Units 1,131 0.00 8,244 D
2025-03-31 Huckelbridge Brett Director A-Award A Restricted Stock Units 40 0.00 11,340 D
2025-03-31 Fleming Ronnie L Director / Officer M-Exempt A Common Stock 3,721 0.00 119,735 D
2025-03-31 Ellsworth Joanne Officer M-Exempt D Restricted Stock Units 251 0.00 1,252 D
2025-03-31 Corwin Jonathan C. Officer M-Exempt A Common Stock 184 0.00 13,178 D
2025-03-31 Cohn Andrew M. Director A-Award A Restricted Stock Units 4 0.00 1,662 D
2025-03-31 COY DEBRA Director A-Award A Restricted Stock Units 6 0.00 256 D
2025-03-31 Alexander Richard M Director A-Award A Restricted Stock Units 46 0.00 1,976 D
2025-03-27 Levine Jonathan L Director P-Purchase A Common Stock 1,187,200 10.00 11.87M 11,398,491 I
2025-03-27 Cohn Andrew M. Director P-Purchase A Common Stock 252,000 10.00 2.52M 2,379,899 D
2025-03-21 Liebman Michael J Officer A-Award A Restricted Stock Units 10,566 0.00 19,124 D
2025-03-21 Lenderking John Carroll Officer A-Award A Restricted Stock Units 1,711 0.00 3,100 D
2025-03-21 Krygier Christopher D Officer A-Award A Restricted Stock Units 5,307 0.00 9,352 D
2025-03-21 Fleming Ronnie L Director / Officer A-Award A Restricted Stock Units 16,509 0.00 29,879 D
2025-03-21 Corwin Jonathan C. Officer A-Award A Restricted Stock Units 842 0.00 1,519 D
2025-03-12 Rousseau David Director A-Award A Common Stock 909 11.35 10.3K 3,432 D
2025-03-12 Levine Jonathan L Director A-Award A Common Stock 628 11.35 7.1K 10,211,291 I
2025-03-12 Huckelbridge Brett Director A-Award A Common Stock 824 11.35 9.4K 5,110 D
2025-03-12 Cohn Andrew M. Director A-Award A Common Stock 628 11.35 7.1K 2,127,899 D
2025-03-12 COY DEBRA Director A-Award A Common Stock 912 11.35 10.4K 21,221 D
2025-03-12 Alexander Richard M Director F-InKind D Common Stock 725 11.35 8.2K 45,723 D
2025-02-28 Rousseau David Director A-Award A Restricted Stock Units 33 0.00 11,644 D
2025-02-28 Liebman Michael J Officer A-Award A Restricted Stock Units 19 0.00 8,558 D

Executive team

Top executives
EBIT / Employee
58.7K
Shares Outstanding
28.76M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Ron L. Fleming Chairman, President, and Chief Executive Officer 385.0K 259.3K 156.4K 18.8K 819.4K 31.64%
2 2025 Michael J. Liebman Chief Financial Officer and Corporate Secretary 308.0K 185.8K 100.1K 16.4K 610.3K 30.45%
3 2025 Christopher D. Krygier Chief Operating Officer 275.0K 118.9K 50.3K 14.3K 458.4K 25.93%
4 2024 Ron L. Fleming Chairman, President, and Chief Executive Officer 367.5K 183.8K 183.8K 18.7K 753.7K 24.38%
5 2024 Michael J. Liebman Chief Financial Officer and Corporate Secretary 294.0K 117.6K 117.6K 12.2K 541.4K 21.72%
6 2024 Christopher D. Krygier Chief Operating Officer 262.5K 59.1K 59.1K 8.8K 389.4K 15.17%
7 2023 Ron L. Fleming Chairman, President, and Chief Executive Officer 350.0K 175.0K 175.0K 18.7K 718.7K 24.35%
8 2023 Michael J. Liebman Chief Financial Officer and Corporate Secretary 280.0K 112.0K 112.0K 13.6K 517.6K 21.64%
9 2023 Christopher D. Krygier Chief Operating Officer 249.0K 56.0K 56.0K 14.2K 375.3K 14.93%
10 2022 Ron L. Fleming Chairman, President, and Chief Executive Officer 350.0K 592.6K 175.0K 18.4K 1.14M 52.17%
11 2022 Michael J. Liebman Chief Financial Officer and Corporate Secretary 280.0K 460.0K 112.0K 16.0K 868.0K 52.99%
12 2022 Christopher D. Krygier Chief Operating Officer 233.2K 325.0K 46.6K 10.7K 615.6K 52.80%
13 2021 Ron L. Fleming Chairman, President, and Chief Executive Officer 350.0K 175.0K 175.0K 23.4K 723.4K 24.19%
14 2021 Michael J. Liebman Chief Financial Officer and Corporate Secretary 280.0K 112.0K 112.0K 19.6K 523.6K 21.39%
15 2021 Christopher D. Krygier Chief Operating Officer 220.0K 37.0K 37.0K 11.6K 305.7K 12.11%
16 2021 Christopher D. Krygier Chief Strategy Officer 220.0K 37.0K 37.0K 11.6K 305.7K 12.11%
17 2020 Ron L. Fleming Chairman, President, and Chief Executive Officer 350.0K 15.0K 1.10M 165.0K 21.4K 1.65M 66.68%
18 2020 Michael J. Liebman Chief Financial Officer and Corporate Secretary 280.0K 22.4K 863.3K 112.0K 17.7K 1.30M 66.64%
19 2020 Christopher D. Krygier Chief Strategy Officer 117.7K 3.5K 329.7K 17.7K 3.2K 471.8K 69.88%
20 2019 Ron L. Fleming Chairman, President, and Chief Executive Officer 350.0K 153.1K 95.0K 153.1K 15.4K 766.7K 32.36%
21 2019 Michael J. Liebman Chief Financial Officer and Corporate Secretary 280.0K 98.0K 79.1K 98.0K 10.4K 565.5K 31.32%
22 2019 Heather M. Krupa Vice President and Controller 155.0K 7.8K 63.3K 38.8K 3.8K 268.6K 26.45%
23 2018 Ron L. Fleming Chairman, President, and Chief Executive Officer 310.6K 15.5K 170.8K 155.3K 15.3K 667.6K 25.59%
24 2018 Michael J. Liebman Chief Financial Officer and Corporate Secretary 265.2K 10.6K 116.7K 106.1K 12.3K 511.0K 22.84%
25 2018 Jason Thuneman Vice President, Project Management Office 142.7K 2.9K 15.7K 28.5K 2.7K 192.4K 8.16%
26 2017 Ron L. Fleming Chairman, President, and Chief Executive Officer 289.2K 36.2K 180.8K 336.6K 144.6K 13.3K 1.00M 51.70%
27 2017 Ron L. Fleming President and Chief Executive Officer 289.2K 36.2K 180.8K 336.6K 144.6K 5.5K 992.8K 52.11%
28 2017 Michael J. Liebman Chief Financial Officer and Corporate Secretary 246.6K 21.6K 107.9K 269.3K 86.3K 10.6K 742.3K 50.81%
29 2017 Jeffrey E. Risenmay Former Vice President and Controller 156.0K 9.8K 134.6K 39.0K 5.9K 345.2K 39.00%
30 2016 Ron L. Fleming President and Chief Executive Officer 275.0K 28.6K 129.3K 129.3K 8.3K 570.6K 22.67%
31 2016 Michael J. Liebman Chief Financial Officer and Corporate Secretary 235.0K 17.1K 77.3K 77.3K 7.1K 413.8K 18.69%
32 2016 Jeffrey E. Risenmay Former Vice President and Controller 146.2K 7.6K 34.4K 7.1K 195.2K 0.00%
33 2015 Ron L. Fleming President and Chief Executive Officer 250.0K 281.3K 117.5K 583.2K 86.3K 8.0K 1.33M 52.84%
34 2015 Michael J. Liebman Chief Financial Officer and Corporate Secretary 220.2K 144.3K 72.4K 388.8K 53.2K 8.0K 886.9K 52.01%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-31 DEFA14A
2026-03-31 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-12 4
2026-05-12 4
2026-05-12 4
2026-05-12 4
2026-05-12 4
2026-05-12 4
2026-05-12 4
2026-05-04 8-K
2026-05-04 4
2026-05-04 4

Executive team

NameTitleCompensationGender
Ron L. Fleming Chairman, Chief Executive Officer & President 560.2K male
Michael J. Liebman Senior Vice President, Chief Financial Officer & Corporate Secretary 424.5K male
Christopher D. Krygier Chief Operating Officer 339.6K male
Kyle Upchurch Controller male
Jonathan C. Corwin Vice President & GM male
Robert J. Kuta Executive Vice President of Engineering & Environmental Resources male
John Carroll Lenderking Senior Vice President of Water Resources & Legislative Affairs male
Steven D. Brill Vice President of Information Technology Operations & Security male
ESG Rating
B
REGULATED WATER
2025
E (Environmental)
59.5 / 78.3
Company / Sector avg.
S (Social)
62.3 / 83.1
Company / Sector avg.
G (Governance)
64.6 / 78.2
Company / Sector avg.
ESG Total
62.1 / 79.9
Company / Sector avg.
ESG Score History REGULATED WATER
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits