The Hackett Group, Inc. (HCKT)
Miami, FL, US
The Hackett Group, Inc. is a strategic consulting and technology advisory firm operating across North America and globally. The company provides a comprehensive suite of services designed to enhance organizational performance, including its best practice intelligence center, an extensive online database. It also offers best practice accelerators, which give web-based access to established methodologies, bespoke software configuration tools, and optimized process flows. Clients can utilize advisor inquiry for expert, evidence-based guidance, and access best practice research for deep insights into successful strategies. Peer interaction opportunities are facilitated through member webcasts, annual conferences, forums, performance surveys, and client-contributed content, alongside intellectual property-as-a-service and Hackett Institute programs. Furthermore, Hackett specializes in benchmarking services, conducting detailed studies across areas such as sales, general and administrative functions, finance, human resources, information technology, procurement, enterprise performance management, and shared services. Its business transformation practices assist organizations in formulating cohesive strategies to achieve enterprise-wide performance improvements. The firm also delivers comprehensive technology solutions, including expertise in Oracle EEA for financial consolidation, integrated business planning, and advanced analytics. For SAP, services span the entire project lifecycle, from initial planning, architecture design, and vendor selection through implementation, customization, testing, and integration. Post-implementation, they provide ongoing support, change management, process transparency, system documentation, and user training. Offshore application development, maintenance, and support are also available. Additionally, The Hackett Group offers a dedicated OneStream practice, guiding clients in selecting and deploying the OneStream XF Platform and Marketplace solutions. Established in 1991, the company was initially known as Answerthink, Inc. before rebranding as The Hackett Group, Inc. in 2008. It is headquartered in Miami, Florida.
| Target company | Date | Filing |
|---|---|---|
| AnswerThink | 1999-09-17 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.25% | -0.19% | -17.68% | -25.80% | -44.77% | -47.83% | -60.00% | -45.01% | -40.19% | -29.13% | -35.76% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 2 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
16.50
+59.3%
|
| Last Quarter | 4 |
18.50
+78.6%
|
| Last Year | 4 |
18.50
+78.6%
|
| All Time | 4 |
18.50
+78.6%
|
-
Revenue growth Information Technology Services: +10.1%-2.6% Q1'26: -11.6% (vs Q1'25)
-
EPS growth Information Technology Services: +16.7%-55.2% Q1'26: +54.5% (vs Q1'25)
-
FCF margin FCF growth · Information Technology Services: +32.8%+0.5% Q1'26: -10.9% (vs Q1'25)
-
EBIT margin Information Technology Services: +9.0%+7.7% Q1'26: +15.8% (vs Q1'25)
-
ROIC Information Technology Services: +9.5%+10.9% ★ Q1'26: +18.5% (vs Q1'25)
-
Share dilution Information Technology Services: +0.0%-2.8% ★ Q1'26: -11.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Information Technology Services: -0.83×2.77× Q1'26: 1.64× (vs Q1'25)
* 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.
| Metric |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 2 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
192.10M
est: 163.69M (+17.4%)
|
142.70M
est: 136.76M (+4.3%)
|
201.35M
est: 178.36M (+12.9%)
|
225.12M
est: 190.60M (+18.1%)
|
234.06M
est: 205.91M (+13.7%)
|
223.83M
est: 214.76M (+4.2%)
|
236.74M
est: 200.66M (+18.0%)
|
260.94M
est: 259.20M (+0.7%)
|
288.56M
est: 276.70M (+4.3%)
|
285.86M
est: 283.98M (+0.7%)
|
285.89M
est: 289.53M (-1.3%)
|
282.47M
est: 280.56M (+0.7%)
|
239.48M
est: 237.02M (+1.0%)
|
278.81M
est: 273.31M (+2.0%)
|
293.74M
est: 287.93M (+2.0%)
|
296.59M
est: 297.42M (-0.3%)
|
313.86M
est: 303.79M (+3.3%)
|
305.63M
est: 296.10M (+3.2%)
|
280.52M
277.41M – 283.64M
-5.3% YoY
|
294.36M
293.45M – 295.27M
+4.9% YoY
|
| EBITDA |
21.13M
est: 17.30M (+22.1%)
|
-4.10M
est: -24.49M (+83.2%)
|
18.00M
est: 15.64M (+15.1%)
|
20.10M
est: 18.07M (+11.3%)
|
19.48M
est: 17.86M (+9.0%)
|
18.22M
est: 17.05M (+6.8%)
|
22.20M
est: 13.95M (+59.1%)
|
26.71M
est: 23.98M (+11.4%)
|
38.32M
est: 35.11M (+9.1%)
|
33.24M
est: 38.16M (-12.9%)
|
38.41M
est: 35.15M (+9.3%)
|
35.58M
est: 35.55M (+0.1%)
|
13.12M
est: 13.29M (-1.3%)
|
50.85M
est: 42.74M (+19.0%)
|
58.69M
est: 44.29M (+32.5%)
|
52.68M
est: 48.08M (+9.6%)
|
48.51M
est: 49.11M (-1.2%)
|
28.71M
est: 47.87M (-40.0%)
|
45.35M
44.85M – 45.85M
-5.3% YoY
|
47.59M
47.44M – 47.73M
+4.9% YoY
|
| EBIT |
18.34M
est: 14.67M (+25.0%)
|
-1.60M
est: -30.03M (+94.7%)
|
14.20M
est: 10.96M (+29.5%)
|
16.93M
est: 15.50M (+9.2%)
|
17.07M
est: 15.44M (+10.6%)
|
15.73M
est: 14.80M (+6.3%)
|
17.64M
est: 10.02M (+75.9%)
|
21.93M
est: 19.69M (+11.4%)
|
33.52M
est: 31.80M (+5.4%)
|
34.47M
est: 30.18M (+14.2%)
|
36.97M
est: 33.57M (+10.1%)
|
31.34M
est: 31.31M (+0.1%)
|
8.64M
est: 9.82M (-12.0%)
|
46.48M
est: 39.02M (+19.1%)
|
55.25M
est: 40.25M (+37.2%)
|
49.26M
est: 44.02M (+11.9%)
|
44.59M
est: 44.96M (-0.8%)
|
23.53M
est: 43.82M (-46.3%)
|
41.51M
41.05M – 41.98M
-5.3% YoY
|
43.56M
43.43M – 43.70M
+4.9% YoY
|
| Net Income |
17.88M
est: 14.66M (+21.9%)
|
-6.81M
est: -29.04M (+76.5%)
|
14.23M
est: 12.42M (+14.5%)
|
21.77M
est: 19.45M (+11.9%)
|
16.70M
est: 15.26M (+9.4%)
|
8.73M
est: 8.21M (+6.4%)
|
9.71M
est: 7.91M (+22.9%)
|
13.81M
est: 12.41M (+11.2%)
|
21.54M
est: 19.83M (+8.7%)
|
27.35M
est: 26.78M (+2.1%)
|
23.91M
est: 23.91M (0.0%)
|
23.28M
est: 23.26M (+0.1%)
|
5.47M
est: 6.52M (-16.0%)
|
41.55M
est: 35.01M (+18.7%)
|
40.80M
est: 40.83M (-0.1%)
|
34.15M
est: 34.75M (-1.7%)
|
29.63M
est: 44.28M (-33.1%)
|
12.94M
est: 42.05M (-69.2%)
|
40.96M
40.46M – 41.45M
-2.6% YoY
|
45.46M
45.28M – 45.65M
+11.0% YoY
|
| SGA |
58.47M
est: 48.44M (+20.7%)
|
46.22M
est: 80.32M (-42.5%)
|
55.76M
est: 48.09M (+15.9%)
|
56.77M
est: 50.92M (+11.5%)
|
58.69M
est: 53.70M (+9.3%)
|
54.21M
est: 51.68M (+4.9%)
|
61.59M
est: 50.29M (+22.5%)
|
63.43M
est: 58.81M (+7.8%)
|
60.98M
est: 57.19M (+6.6%)
|
62.36M
est: 63.55M (-1.9%)
|
61.75M
est: 64.12M (-3.7%)
|
62.07M
est: 62.01M (+0.1%)
|
53.98M
est: 44.31M (+21.8%)
|
59.19M
est: 50.21M (+17.9%)
|
60.98M
est: 64.37M (-5.3%)
|
65.94M
est: 70.71M (-6.7%)
|
78.55M
est: 72.22M (+8.8%)
|
90.52M
est: 70.39M (+28.6%)
|
66.69M
65.95M – 67.43M
-5.3% YoY
|
69.98M
69.76M – 70.19M
+4.9% YoY
|
| EPS |
0.44
est: 0.25 (+79.6%)
|
-0.18
est: 0.14 (-233.3%)
|
0.35
est: 0.22 (+59.1%)
|
0.55
est: 0.28 (+96.4%)
|
0.53
est: 0.35 (+51.4%)
|
0.29
est: 0.39 (-25.6%)
|
0.34
est: 0.40 (-15.0%)
|
0.47
est: 0.75 (-36.9%)
|
0.74
est: 0.92 (-19.6%)
|
0.95
est: 0.99 (-3.8%)
|
0.74
est: 1.04 (-29.0%)
|
0.78
est: 1.00 (-21.6%)
|
0.18
est: 0.68 (-73.4%)
|
1.38
est: 1.27 (+8.9%)
|
1.30
est: 1.45 (-10.6%)
|
1.26
est: 1.27 (-0.7%)
|
1.08
est: 1.62 (-33.5%)
|
0.47
est: 1.54 (-69.5%)
|
1.50
1.48 – 1.52
-2.6% YoY
|
1.67
1.66 – 1.67
+11.0% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-06 | Barrington Research | Outperform | Outperform | Maintain |
| 2026-04-23 | Barrington Research | Outperform | Outperform | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-08 | A | 4/5 | 5/5 | 5/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-07 | A | 4/5 | 5/5 | 5/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-06 | A | 4/5 | 5/5 | 5/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-05 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-01 | B | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-30 | B | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-29 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-28 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-27 | B | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-22 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-21 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-20 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-17 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-16 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 04-3519872 | 5.37M | 17.60% | 4.99M | — | 5.37M | — | IA | Delaware | 2013-02-14 | ↗ |
| 2 | 36-2692100 | 3.85M | 12.60% | 3.85M | — | 3.85M | — | IV | Delaware | 2013-02-14 | ↗ |
| 3 | 2 | 2.74M | 9.30% | 2.34M | — | 2.74M | — | IA | Delaware | 2016-01-20 | ↗ |
| 4 | (1) BlackRock, Inc. | 1.93M | 6.50% | 1.89M | — | 1.93M | — | HC | Delaware | 2022-02-01 | ↗ |
| 5 | (. | 1.71M | 5.97% | 1.63M | — | 1.71M | — | IA | Delaware | 2018-02-09 | ↗ |
| 6 | Trigran Investments, Inc. | 1.61M | 5.50% | — | 1.61M | — | 1.61M | IA, CO | Illinois | 2019-02-14 | ↗ |
| 7 | The Vanguard Group - 23-1945930 | 1.58M | 5.32% | — | 45.2K | 1.52M | 68.5K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 8 | 13-3127734 | 1.49M | 5.01% | 1.28M | — | 1.49M | — | HC | Delaware | 2022-02-11 | ↗ |
| 9 | 26-0385758 | 1.49M | 5.01% | 1.28M | — | 1.49M | — | IA | Delaware | 2022-02-11 | ↗ |
| 10 | 30-0447847 | 1.47M | 4.90% | 1.40M | — | 1.47M | — | IA | Delaware | 2021-02-12 | ↗ |
| 11 | Edward C. Johnson 3d | 1.47M | 4.82% | — | — | 1.47M | — | IN | Delaware | 2013-02-14 | ↗ |
| 12 | 52-2343049 | 1.41M | 5.16% | 1.41M | — | 1.41M | — | IA | New York | 2024-01-23 | ↗ |
| 13 | Abigail P. Johnson | 416.6K | 1.39% | — | — | 416.6K | — | IN | Delaware | 2020-02-07 | ↗ |
| 14 | FMR LLC | 416.6K | 1.39% | 275.00 | — | 416.6K | — | HC | Delaware | 2020-02-07 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 233.7K +233.7K (+100.0%) | 4.59B +4.6B (+100.0%) | 0.83% +0.826 pp | 4.33% +4.331 pp | USD19.63 +0.0% | 1 qtrs NEW |
| 2 | ROYCE & ASSOCIATES LP | 2.64M +61.0K (+2.4%) | 51.87M +2.8M (+5.7%) | 9.34% -0.018 pp | 0.53% +0.037 pp | USD19.41 +1.1% | 59 qtrs — |
| 3 | BLACKROCK, INC. | 2.06M +137.4K (+7.1%) | 40.49M +3.9M (+10.6%) | 7.56% +0.577 pp | 0.00% +0.000 pp | USD25.85 -24.1% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 1.96M -276.8K (-12.4%) | 38.51M -4.0M (-9.5%) | 7.18% -0.928 pp | 0.00% 0.000 pp | USD16.12 +21.8% | 72 qtrs — |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 1.01M -297.5K (-22.7%) | 19.92M -5.0M (-20.2%) | 3.72% -1.039 pp | 0.03% -0.002 pp | USD15.94 +23.1% | 73 qtrs — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 849.3K -77.8K (-8.4%) | 16.67M -951.5K (-5.4%) | 3.00% -0.359 pp | 0.00% 0.000 pp | USD6.15 +219.2% | 51 qtrs — |
| 7 | BANK OF AMERICA CORP /DE/ | 815.1K -93.3K (-10.3%) | 16.00M -1.3M (-7.3%) | 2.99% -0.307 pp | 0.00% +0.000 pp | USD17.32 +13.3% | 52 qtrs — |
| 8 | STATE STREET CORP | 748.0K -55.4K (-6.9%) | 14.77M -589.7K (-3.8%) | 2.74% -0.172 pp | 0.00% +0.000 pp | USD15.70 +25.0% | 51 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 644.9K -24.1K (-3.6%) | 12.66M -58.3K (-0.5%) | 2.36% -0.063 pp | 0.00% +0.000 pp | USD18.23 +7.7% | 72 qtrs — |
| 10 | MORGAN STANLEY | 642.2K +124.1K (+24.0%) | 12.61M +2.8M (+28.0%) | 2.35% +0.474 pp | 0.00% +0.000 pp | USD20.12 -2.4% | 51 qtrs — |
| 11 | TRIGRAN INVESTMENTS, INC. | 521.8K -274.6K (-34.5%) | 10.24M -4.9M (-32.3%) | 1.84% -1.042 pp | 2.02% -0.727 pp | USD16.33 +20.2% | 36 qtrs — |
| 12 | TWO SIGMA INVESTMENTS, LP | 476.2K +74.3K (+18.5%) | 9.35M +1.7M (+22.4%) | 1.74% +0.288 pp | 0.01% +0.002 pp | USD22.23 -11.7% | 43 qtrs — |
| 13 | TWO SIGMA ADVISERS, LP | 462.0K -12.4K (-2.6%) | 9.07M +50.7K (+0.6%) | 1.69% -0.027 pp | 0.02% 0.000 pp | USD23.31 -15.8% | 51 qtrs — |
| 14 | CRAWFORD INVESTMENT COUNSEL INC | 455.8K -7.5K (-1.6%) | 8.95M +139.9K (+1.6%) | 1.67% -0.010 pp | 0.15% +0.003 pp | USD17.93 +9.5% | 28 qtrs — |
| 15 | RUSSELL INVESTMENTS GROUP, LTD. | 429.0K +28.2K (+7.0%) | 8.42M +802.7K (+10.5%) | 1.52% +0.064 pp | 0.01% +0.001 pp | USD23.67 -17.1% | 37 qtrs — |
| 16 | ARIEL INVESTMENTS, LLC | 428.2K -7.5K (-1.7%) | 8.41M +122.9K (+1.5%) | 1.51% -0.066 pp | 0.09% +0.002 pp | USD20.09 -2.3% | 15 qtrs — |
| 17 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 427.1K -1.6K (-0.4%) | 8.38M +234.3K (+2.9%) | 1.56% +0.011 pp | 0.49% +0.017 pp | USD12.28 +59.9% | 57 qtrs — |
| 18 | UBS GROUP AG | 412.0K +278.0K (+207.4%) | 8.09M +5.5M (+217.5%) | 1.51% +1.023 pp | 0.00% +0.001 pp | USD20.21 -2.9% | 45 qtrs — |
| 19 | MILLENNIUM MANAGEMENT LLC | 405.8K -401.7K (-49.7%) | 7.96M -7.4M (-48.1%) | 1.49% -1.440 pp | 0.00% -0.003 pp | USD22.03 -10.9% | 21 qtrs — |
| 20 | GOLDMAN SACHS GROUP INC | 402.0K +222.1K (+123.4%) | 7.89M +4.5M (+130.7%) | 1.47% +0.820 pp | 0.00% +0.001 pp | USD22.03 -10.9% | 42 qtrs — |
| 21 | EARNEST PARTNERS LLC | 368.8K -24.4K (-6.2%) | 7.24M -236.0K (-3.2%) | 1.30% -0.122 pp | 0.03% -0.001 pp | USD18.95 +3.6% | 25 qtrs — |
| 22 | WELLS FARGO & COMPANY/MN | 274.4K -2.6K (-0.9%) | 5.39M +121.6K (+2.3%) | 1.01% +0.001 pp | 0.00% +0.000 pp | USD17.05 +15.1% | 57 qtrs — |
| 23 | NORTHERN TRUST CORP | 231.7K -31.7K (-12.0%) | 4.55M -459.2K (-9.2%) | 0.82% -0.136 pp | 0.00% 0.000 pp | USD12.79 +53.5% | 51 qtrs — |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 212.4K -20.9K (-9.0%) | 4.17M -265.3K (-6.0%) | 0.78% -0.068 pp | 0.00% +0.000 pp | USD20.52 -4.3% | 33 qtrs — |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 196.0K -13.9K (-6.6%) | 3.85M -141.9K (-3.6%) | 0.69% -0.068 pp | 0.00% +0.000 pp | USD21.11 -7.0% | 59 qtrs — |
| 26 | ARISTIDES CAPITAL LLC | 172.4K +6.9K (+4.2%) | 3.38M +238.3K (+7.6%) | 0.63% +0.032 pp | 0.60% +0.145 pp | USD21.98 -10.7% | 24 qtrs — |
| 27 | ISTHMUS PARTNERS, LLC | 164.4K +6.2K (+3.9%) | 3.23M +219.8K (+7.3%) | 0.58% +0.008 pp | 0.36% -0.309 pp | USD19.15 +2.5% | 25 qtrs — |
| 28 | TEACHER RETIREMENT SYSTEM OF TEXAS | 163.9K -49.1K (-23.1%) | 3.22M -832.0K (-20.6%) | 0.58% -0.193 pp | 0.01% -0.005 pp | USD24.81 -20.9% | 14 qtrs — |
| 29 | CITADEL ADVISORS LLC | 161.8K +16.1K (+11.1%) | 3.18M +406.6K (+14.7%) | 0.59% +0.065 pp | 0.00% +0.000 pp | USD22.81 -13.9% | 43 qtrs — |
| 30 | JPMORGAN CHASE & CO | 145.5K -30.1K (-17.1%) | 2.86M -481.8K (-14.4%) | 0.51% -0.122 pp | 0.00% +0.000 pp | USD27.86 -29.5% | 41 qtrs — |
| 31 | RHUMBLINE ADVISERS | 136.0K -10.7K (-7.3%) | 2.67M -118.9K (-4.3%) | 0.50% -0.034 pp | 0.00% 0.000 pp | USD19.76 -0.7% | 55 qtrs — |
| 32 | CREATIVE PLANNING | 127.1K +110.9K (+683.4%) | 2.50M +2.2M (+709.0%) | 0.45% +0.390 pp | 0.00% +0.002 pp | USD19.55 +0.4% | 4 qtrs — |
| 33 | ALLIANZ ASSET MANAGEMENT GMBH | 108.3K +23.8K (+28.2%) | 2.13M +519.6K (+32.3%) | 0.38% +0.077 pp | 0.00% +0.000 pp | USD24.10 -18.5% | 6 qtrs — |
| 34 | LINDEN THOMAS ADVISORY SERVICES, LLC | 97.8K -1.8K (-1.8%) | 1.92M +25.9K (+1.4%) | 0.35% -0.015 pp | 0.19% +0.003 pp | USD23.20 -15.4% | 11 qtrs — |
| 35 | QUBE RESEARCH & TECHNOLOGIES LTD | 88.8K -89.8K (-50.3%) | 1.74M -1.7M (-48.7%) | 0.31% -0.333 pp | 0.00% -0.002 pp | USD25.04 -21.6% | 10 qtrs — |
| 36 | D. E. SHAW & CO., INC. | 87.9K +4.0K (+4.8%) | 1.73M +130.9K (+8.2%) | 0.31% +0.007 pp | 0.00% +0.000 pp | USD20.83 -5.8% | 4 qtrs — |
| 37 | BANK OF NEW YORK MELLON CORP | 85.3K -124.7K (-59.4%) | 1.67M -2.3M (-58.1%) | 0.30% -0.460 pp | 0.00% -0.001 pp | USD13.10 +49.8% | 66 qtrs — |
| 38 | EJF CAPITAL LLC | 85.0K +85.0K (+100.0%) | 1.67M +1.7M (+100.0%) | 0.31% +0.311 pp | 0.95% +0.948 pp | USD19.63 +0.0% | 1 qtrs NEW |
| 39 | LSV ASSET MANAGEMENT | 81.4K +— (+0.0%) | 1.60M +51.0K (+3.3%) | 0.30% +0.003 pp | 0.00% +0.000 pp | USD21.41 -8.3% | 35 qtrs — |
| 40 | CAMPBELL & CO INVESTMENT ADVISER LLC | 77.9K +34.3K (+78.4%) | 1.53M +699.5K (+84.2%) | 0.28% +0.117 pp | 0.07% +0.011 pp | USD22.58 -13.1% | 7 qtrs — |
| 41 | GLOBEFLEX CAPITAL L P | 76.9K +— (+0.0%) | 1.51M +47.7K (+3.3%) | 0.27% -0.007 pp | 0.23% +0.006 pp | USD15.88 +23.6% | 47 qtrs — |
| 42 | HRT FINANCIAL LP | 74.7K +27.8K (+59.5%) | 1.47M +576.0K (+64.8%) | 0.27% +0.104 pp | 0.00% +0.001 pp | USD21.95 -10.6% | 6 qtrs — |
| 43 | NUVEEN, LLC | 73.0K +— (+0.0%) | 1.43M +45.3K (+3.3%) | 0.27% +0.003 pp | 0.00% +0.000 pp | USD29.22 -32.8% | 4 qtrs — |
| 44 | GSA CAPITAL PARTNERS LLP | 71.4K +43.3K (+154.3%) | 1.40M +868.0K (+162.9%) | 0.25% +0.151 pp | 0.12% +0.076 pp | USD20.69 -5.1% | 7 qtrs — |
| 45 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 71.3K +— (+0.0%) | 1.40M +44.2K (+3.3%) | 0.25% -0.006 pp | 0.09% +0.001 pp | USD21.20 -7.4% | 13 qtrs — |
| 46 | HARBOR CAPITAL ADVISORS, INC. | 69.1K -6.6K (-8.7%) | 1.36M -82.0K (-5.7%) | 0.24% -0.030 pp | 0.11% -0.006 pp | USD24.80 -20.8% | 8 qtrs — |
| 47 | PRICE T ROWE ASSOCIATES INC /MD/ | 64.4K +21.8K (+51.1%) | 1.26M +454.0K (+56.0%) | 0.24% +0.081 pp | 0.00% +0.000 pp | USD19.49 +0.7% | 60 qtrs — |
| 48 | SG AMERICAS SECURITIES, LLC | 63.8K +15.6K (+32.4%) | 1.25M +337.0K (+36.8%) | 0.23% +0.051 pp | 0.00% -0.002 pp | USD19.16 +2.5% | 6 qtrs — |
| 49 | AMERICAN CENTURY COMPANIES INC | 63.2K -2.2K (-3.4%) | 1.24M -3.4K (-0.3%) | 0.23% -0.006 pp | 0.00% +0.000 pp | USD23.96 -18.1% | 12 qtrs — |
| 50 | VALUES FIRST ADVISORS, INC. | 61.6K -4.3K (-6.5%) | 1.21M -43.6K (-3.5%) | 0.22% -0.021 pp | 0.63% -0.043 pp | USD21.59 -9.1% | 7 qtrs — |
| 51 | Y-INTERCEPT (HONG KONG) LTD | 61.3K +61.3K (+100.0%) | 1.20M +1.2M (+100.0%) | 0.22% +0.217 pp | 0.03% +0.027 pp | USD19.63 +0.0% | 1 qtrs NEW |
| 52 | JANE STREET GROUP, LLC | 60.6K -18.4K (-23.3%) | 1.19M -312.8K (-20.8%) | 0.22% -0.065 pp | 0.00% +0.000 pp | USD27.29 -28.1% | 9 qtrs — |
| 53 | RAYMOND JAMES FINANCIAL INC | 60.3K -17.7K (-22.6%) | 1.18M -298.2K (-20.1%) | 0.21% -0.069 pp | 0.00% 0.000 pp | USD25.61 -23.4% | 5 qtrs — |
| 54 | PINNACLE ASSOCIATES LTD | 56.9K -14.9K (-20.8%) | 1.12M -248.7K (-18.2%) | 0.20% -0.059 pp | 0.01% -0.004 pp | USD23.61 -16.9% | 11 qtrs — |
| 55 | PRINCIPAL FINANCIAL GROUP INC | 56.3K +17.9K (+46.7%) | 1.11M +375.6K (+51.5%) | 0.20% +0.060 pp | 0.00% +0.000 pp | USD21.00 -6.5% | 5 qtrs — |
| 56 | FRANKLIN RESOURCES INC | 55.2K +3.2K (+6.2%) | 1.08M +95.3K (+9.6%) | 0.20% +0.007 pp | 0.00% +0.000 pp | USD17.24 +13.9% | 21 qtrs — |
| 57 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | 52.4K +13.1K (+33.3%) | 1.03M +281.3K (+37.7%) | 0.19% +0.043 pp | 0.23% +0.062 pp | USD20.87 -5.9% | 7 qtrs — |
| 58 | PRELUDE CAPITAL MANAGEMENT, LLC | 50.0K +50.0K (+100.0%) | 981.5K +981.5K (+100.0%) | 0.18% +0.183 pp | 0.07% +0.072 pp | USD19.63 +0.0% | 1 qtrs NEW |
| 59 | SWISS NATIONAL BANK | 48.1K +— (+0.0%) | 944.0K +29.8K (+3.3%) | 0.17% -0.004 pp | 0.00% +0.000 pp | USD16.40 +19.7% | 41 qtrs — |
| 60 | FISHER ASSET MANAGEMENT, LLC | 46.0K +5.4K (+13.3%) | 902.6K +131.4K (+17.0%) | 0.16% +0.016 pp | 0.00% +0.000 pp | USD18.81 +4.4% | 15 qtrs — |
| 61 | BARCLAYS PLC | 45.7K -10.6K (-18.9%) | 897.2K -583.1K (-39.4%) | 0.17% -0.037 pp | 0.00% 0.000 pp | USD25.08 -21.7% | 51 qtrs — |
| 62 | SEI INVESTMENTS CO | 44.7K -6.5K (-12.6%) | 876.9K -95.3K (-9.8%) | 0.16% -0.028 pp | 0.00% 0.000 pp | USD20.37 -3.6% | 24 qtrs — |
| 63 | AQR CAPITAL MANAGEMENT LLC | 44.6K +848.0 (+1.9%) | 875.0K +43.7K (+5.3%) | 0.16% -0.001 pp | 0.00% 0.000 pp | USD17.32 +13.3% | 43 qtrs — |
| 64 | INVESCO LTD. | 42.0K +2.8K (+7.1%) | 824.7K +79.3K (+10.6%) | 0.15% +0.012 pp | 0.00% +0.000 pp | USD26.03 -24.6% | 56 qtrs — |
| 65 | UHLMANN PRICE SECURITIES, LLC | 40.7K +— (+0.0%) | 798.6K +25.2K (+3.3%) | 0.14% -0.004 pp | 0.47% +0.000 pp | USD26.27 -25.3% | 6 qtrs — |
| 66 | FIRST TRUST ADVISORS LP | 40.4K +8.2K (+25.5%) | 792.5K +180.8K (+29.6%) | 0.15% +0.031 pp | 0.00% +0.000 pp | USD20.10 -2.3% | 34 qtrs — |
| 67 | HAVEN PRIVATE, LLC | 38.4K +3.1K (+8.8%) | 753.6K +82.5K (+12.3%) | 0.14% +0.008 pp | 0.33% +0.033 pp | USD28.19 -30.4% | 5 qtrs — |
| 68 | UBS ASSET MANAGEMENT AMERICAS INC | 37.9K +15.7K (+70.5%) | 744.9K +321.8K (+76.1%) | 0.13% +0.053 pp | 0.00% +0.000 pp | USD20.85 -5.9% | 32 qtrs — |
| 69 | CETERA INVESTMENT ADVISERS | 37.4K -7.1K (-15.9%) | 734.8K -111.2K (-13.1%) | 0.14% -0.024 pp | 0.00% 0.000 pp | USD19.01 +3.3% | 2 qtrs — |
| 70 | VICTORY CAPITAL MANAGEMENT INC | 31.2K +31.2K (+100.0%) | 613.3K +613.3K (+100.0%) | 0.11% +0.114 pp | 0.00% +0.000 pp | USD19.63 +0.0% | 8 qtrs — |
| 71 | QUANTINNO CAPITAL MANAGEMENT LP | 30.6K +11.5K (+60.1%) | 600.1K +237.2K (+65.4%) | 0.11% +0.039 pp | 0.00% +0.000 pp | USD23.68 -17.1% | 6 qtrs — |
| 72 | ALLIANCEBERNSTEIN L.P. | 26.6K -878.0 (-3.2%) | 521.7K -212.0 (0.0%) | 0.10% -0.002 pp | 0.00% +0.000 pp | USD20.66 -5.0% | 40 qtrs — |
| 73 | LEGAL & GENERAL GROUP PLC | 26.1K -137.0 (-0.5%) | 512.4K +13.6K (+2.7%) | 0.09% -0.003 pp | 0.00% +0.000 pp | USD21.78 -9.9% | 39 qtrs — |
| 74 | SKOPOS LABS, INC. | 24.8K +24.8K (+100.0%) | 494.5K +494.5K (+100.0%) | 0.09% +0.088 pp | 0.02% +0.023 pp | USD19.63 +0.0% | 5 qtrs — |
| 75 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 23.0K -18.0 (-0.1%) | 451.1K +13.9K (+3.2%) | 0.08% -0.002 pp | 0.00% +0.000 pp | USD7.56 +159.7% | 52 qtrs — |
| 76 | AQUATIC CAPITAL MANAGEMENT LLC | 21.9K +21.8K (+15,356.3%) | 430.8K +428.1K (+15,862.9%) | 0.08% +0.080 pp | 0.01% +0.012 pp | USD19.68 -0.3% | 6 qtrs — |
| 77 | GRAHAM CAPITAL MANAGEMENT, L.P. | 21.8K +11.8K (+117.6%) | 428.8K +238.0K (+124.7%) | 0.08% +0.044 pp | 0.01% +0.007 pp | USD19.35 +1.4% | 2 qtrs — |
| 78 | DEUTSCHE BANK AG\ | 18.4K +— (+0.0%) | 360.2K +11.4K (+3.3%) | 0.06% -0.002 pp | 0.00% +0.000 pp | USD22.17 -11.5% | 50 qtrs — |
| 79 | WILEY BROS.-AINTREE CAPITAL, LLC | 19.9K +480.0 (+2.5%) | 358.8K -7.9K (-2.1%) | 0.07% 0.000 pp | 0.00% -0.001 pp | USD26.17 -25.0% | 6 qtrs — |
| 80 | MACKENZIE FINANCIAL CORP | 17.7K -50.6K (-74.1%) | 350.3K -948.3K (-73.0%) | 0.06% -0.183 pp | 0.00% -0.001 pp | USD27.57 -28.8% | 11 qtrs — |
| 81 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 17.3K -66.6K (-79.4%) | 339.0K -1.3M (-78.7%) | 0.06% -0.243 pp | 0.05% -0.168 pp | USD19.44 +1.0% | 35 qtrs — |
| 82 | EVERGREEN CAPITAL MANAGEMENT LLC | 16.5K +16.5K (+100.0%) | 326.1K +326.1K (+100.0%) | 0.06% +0.058 pp | 0.01% +0.007 pp | USD19.63 +0.0% | 1 qtrs NEW |
| 83 | ENGINEERS GATE MANAGER LP | 16.6K -35.8K (-68.3%) | 325.5K -670.1K (-67.3%) | 0.06% -0.131 pp | 0.00% -0.008 pp | USD20.52 -4.3% | 9 qtrs — |
| 84 | CWC ADVISORS, LLC. | 15.4K -1.2K (-7.2%) | 302.7K -13.2K (-4.2%) | 0.05% -0.006 pp | 0.15% -0.009 pp | USD26.94 -27.1% | 6 qtrs — |
| 85 | STATE OF WYOMING | 14.7K -10.8K (-42.4%) | 288.1K -196.6K (-40.6%) | 0.05% -0.041 pp | 0.03% -0.024 pp | USD21.15 -7.2% | 15 qtrs — |
| 86 | METLIFE INVESTMENT MANAGEMENT, LLC | 14.6K +— (+0.0%) | 286.3K +9.0K (+3.3%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD19.67 -0.2% | 33 qtrs — |
| 87 | EXCHANGE TRADED CONCEPTS, LLC | 12.7K -1.3K (-9.3%) | 248.6K -16.9K (-6.4%) | 0.04% -0.006 pp | 0.00% 0.000 pp | USD22.93 -14.4% | 16 qtrs — |
| 88 | SEIZERT CAPITAL PARTNERS, LLC | 11.7K +— (+0.0%) | 230.3K +7.3K (+3.3%) | 0.04% -0.001 pp | 0.01% +0.000 pp | USD23.03 -14.8% | 7 qtrs — |
| 89 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11.7K -161.0 (-1.4%) | 229.4K +4.2K (+1.9%) | 0.04% -0.002 pp | 0.00% +0.000 pp | USD22.45 -12.6% | 7 qtrs — |
| 90 | BAIRD FINANCIAL GROUP, INC. | 11.4K +— (+0.0%) | 224.3K +7.1K (+3.3%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD25.05 -21.6% | 13 qtrs — |
| 91 | JANUS HENDERSON GROUP PLC | 11.2K +— (+0.0%) | 218.8K +6.6K (+3.1%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD18.48 +6.2% | 12 qtrs — |
| 92 | BOKF, NA | 10.1K -723.0 (-6.7%) | 199.2K -7.5K (-3.6%) | 0.04% -0.004 pp | 0.00% 0.000 pp | USD25.99 -24.5% | 8 qtrs — |
| 93 | NEW YORK STATE COMMON RETIREMENT FUND | 9.4K +— (+0.0%) | 184.7K +5.8K (+3.3%) | 0.03% -0.001 pp | 0.00% +0.000 pp | USD13.07 +50.2% | 43 qtrs — |
| 94 | ANCORA ADVISORS, LLC | 7.7K -9.3K (-54.8%) | 150.6K -172.4K (-53.4%) | 0.03% -0.034 pp | 0.00% -0.003 pp | USD22.56 -13.0% | 7 qtrs — |
| 95 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 6.9K +— (+0.0%) | 136.1K +4.3K (+3.3%) | 0.02% -0.001 pp | 0.00% +0.000 pp | USD28.09 -30.1% | 5 qtrs — |
| 96 | FMR LLC | 6.5K +3.6K (+124.5%) | 127.8K +72.7K (+131.8%) | 0.02% +0.013 pp | 0.00% +0.000 pp | USD20.83 -5.8% | 69 qtrs — |
| 97 | CITIGROUP INC | 6.4K -1.5K (-19.1%) | 124.9K -24.6K (-16.4%) | 0.02% -0.006 pp | 0.00% +0.000 pp | USD24.63 -20.3% | 55 qtrs — |
| 98 | BNP PARIBAS ARBITRAGE, SNC | 6.2K +573.0 (+10.2%) | 121.2K +14.7K (+13.8%) | 0.02% +0.002 pp | 0.00% +0.000 pp | USD24.95 -21.3% | 51 qtrs — |
| 99 | FARTHER FINANCE ADVISORS, LLC | 5.9K -13.5K (-69.8%) | 114.9K -253.8K (-68.8%) | 0.02% -0.049 pp | 0.00% -0.004 pp | USD24.47 -19.8% | 9 qtrs — |
| 100 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 5.8K +— (+0.0%) | 113.6K +3.6K (+3.3%) | 0.02% -0.001 pp | 0.00% +0.000 pp | USD23.01 -14.7% | 41 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Acquirers Small and Micro Deep Value ETF DEEP | 0.75% | 206.0K | 0.80% |
| 2 | Schwab Ariel ESG ETF SAEF | 0.40% | 100.4K | 0.59% |
| 3 | Acuitas Small Cap Active ETF AIMS | 0.30% | 219.4K | 0.75% |
| 4 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.15% | 42.1K | 0.60% |
| 5 | Hartford Multifactor Small Cap ETF ROSC | 0.14% | 85.1K | 0.34% |
| 6 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.12% | 110.3K | 0.89% |
| 7 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.11% | 285.0K | 0.12% |
| 8 | Indexperts Quality Earnings Focused ETF QIDX | 0.10% | 36.5K | 0.50% |
| 9 | Federated Hermes MDT Small Cap Core ETF FSCC | 0.10% | 165.7K | 0.51% |
| 10 | Harbor Human Capital Factor US Small Cap ETF HAPS | 0.07% | 114.3K | 0.61% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-19 | Rivero Robert A | Director | D-Return | D | Common Stock | 2,677 | 15.22 | 40.7K | 8,274 | D | ↗ |
| 2026-02-19 | HARRIS JOHN R | Director | D-Return | D | Common Stock | 2,000 | 15.22 | 30.4K | 11,105 | D | ↗ |
| 2026-02-19 | HAMLIN RICHARD N | Director | D-Return | D | Common Stock | 2,677 | 15.22 | 40.7K | 37,058 | D | ↗ |
| 2026-02-13 | Ramirez, Roberto A | Officer | F-InKind | D | Common Stock | 3,257 | 0.00 | — | 142,811 | D | ↗ |
| 2026-02-13 | FERNANDEZ TED A | Director / Officer | F-InKind | D | Common Stock | 30,169 | 0.00 | — | 1,843,571 | D | ↗ |
| 2026-02-13 | DUNGAN DAVID N | Director / Officer | F-InKind | D | Common Stock | 11,971 | 0.00 | — | 807,906 | D | ↗ |
| 2026-02-12 | WIX ALAN T G | Director | A-Award | A | Common Stock | 5,007 | 0.00 | — | 15,007 | D | ↗ |
| 2026-02-12 | Rivero Robert A | Director | A-Award | A | Common Stock | 5,007 | 0.00 | — | 8,448 | D | ↗ |
| 2026-02-12 | Ramirez, Roberto A | Officer | A-Award | A | Common Stock | 8,345 | 0.00 | — | 146,068 | D | ↗ |
| 2026-02-12 | HARRIS JOHN R | Director | A-Award | A | Common Stock | 5,007 | 0.00 | — | 10,602 | D | ↗ |
| 2026-02-12 | HAMLIN RICHARD N | Director | A-Award | A | Common Stock | 5,007 | 0.00 | — | 37,232 | D | ↗ |
| 2026-02-12 | FERNANDEZ TED A | Director / Officer | A-Award | A | Common Stock | 23,275 | 0.00 | — | 1,873,740 | D | ↗ |
| 2026-02-12 | DUNGAN DAVID N | Director / Officer | A-Award | A | Common Stock | 12,219 | 0.00 | — | 819,877 | D | ↗ |
| 2026-02-12 | Bofill Maria de los Angeles | Director | A-Award | A | Common Stock | 2,503 | 0.00 | — | 14,028 | D | ↗ |
| 2025-09-16 | Ramirez, Roberto A | Officer | F-InKind | D | Common Stock | 9,444 | 0.00 | — | 137,723 | D | ↗ |
| 2025-09-16 | FERNANDEZ TED A | Director / Officer | M-Exempt | D | Performance Restricted Stock Units | 262,295 | 0.00 | — | 524,590 | D | ↗ |
| 2025-09-16 | DUNGAN DAVID N | Director / Officer | M-Exempt | D | Performance Restricted Stock Units | 137,705 | 0.00 | — | 275,410 | D | ↗ |
| 2025-02-20 | WIX ALAN T G | Director | D-Return | D | Common Stock | 3,077 | 30.78 | 94.7K | 10,000 | D | ↗ |
| 2025-02-20 | Rivero Robert A | Director | D-Return | D | Common Stock | 3,077 | 30.78 | 94.7K | 3,441 | D | ↗ |
| 2025-02-20 | Ramirez, Roberto A | Officer | D-Return | D | Common Stock | 40,000 | 30.78 | 1.23M | 123,167 | D | ↗ |
| 2025-02-20 | HARRIS JOHN R | Director | D-Return | D | Common Stock | 923 | 30.78 | 28.4K | 5,595 | D | ↗ |
| 2025-02-20 | Bofill Maria de los Angeles | Director | D-Return | D | Common Stock | 3,282 | 30.78 | 101.0K | 6,518 | D | ↗ |
| 2025-02-14 | WIX ALAN T G | Director | A-Award | A | Common Stock | 2,294 | 0.00 | — | 13,077 | D | ↗ |
| 2025-02-14 | Rivero Robert A | Director | A-Award | A | Common Stock | 1,147 | 0.00 | — | 4,224 | D | ↗ |
| 2025-02-14 | Ramirez, Roberto A | Officer | A-Award | A | Common Stock | 3,360 | 0.00 | — | 164,576 | D | ↗ |
| 2025-02-14 | HARRIS JOHN R | Director | A-Award | A | Common Stock | 1,147 | 0.00 | — | 4,224 | D | ↗ |
| 2025-02-14 | HAMLIN RICHARD N | Director | A-Award | A | Common Stock | 1,147 | 0.00 | — | 29,931 | D | ↗ |
| 2025-02-14 | FERNANDEZ TED A | Director / Officer | F-InKind | D | Common Stock | 42,751 | 31.94 | 1.37M | 1,691,383 | D | ↗ |
| 2025-02-14 | DUNGAN DAVID N | Director / Officer | A-Award | A | Common Stock | 32,024 | 0.00 | — | 755,015 | D | ↗ |
| 2025-02-14 | Bofill Maria de los Angeles | Director | A-Award | A | Common Stock | 2,294 | 0.00 | — | 9,800 | D | ↗ |
| 2024-09-16 | Ramirez, Roberto A | Officer | A-Award | A | Performance Restricted Stock Units | 72,000 | 0.00 | — | 72,000 | D | ↗ |
| 2024-09-16 | FERNANDEZ TED A | Director / Officer | A-Award | A | Performance Restricted Stock Units | 786,885 | 0.00 | — | 786,885 | D | ↗ |
| 2024-09-16 | DUNGAN DAVID N | Director / Officer | A-Award | A | Performance Restricted Stock Units | 413,115 | 0.00 | — | 413,115 | D | ↗ |
| 2024-02-23 | WIX ALAN T G | Director | D-Return | D | Common Stock | 3,282 | 24.34 | 79.9K | 9,636 | — | ↗ |
| 2024-02-23 | Rivero Robert A | Director | D-Return | D | Common Stock | 3,282 | 24.34 | 79.9K | 3,077 | — | ↗ |
| 2024-02-23 | HARRIS JOHN R | Director | D-Return | D | Common Stock | 25,473 | 24.34 | 620.0K | 3,077 | — | ↗ |
| 2024-02-23 | HAMLIN RICHARD N | Director | D-Return | D | Common Stock | 6,570 | 24.34 | 159.9K | 28,784 | — | ↗ |
| 2024-02-23 | Bofill Maria de los Angeles | Director | D-Return | D | Common Stock | 4,744 | 24.34 | 115.5K | 6,359 | — | ↗ |
| 2024-02-16 | WIX ALAN T G | Director | A-Award | A | Common Stock | 3,077 | 0.00 | — | 12,918 | — | ↗ |
| 2024-02-16 | Rivero Robert A | Director | A-Award | A | Common Stock | 3,077 | 0.00 | — | 6,359 | — | ↗ |
| 2024-02-16 | Ramirez, Roberto A | Officer | F-InKind | D | Common Stock | 6,045 | 23.36 | 141.2K | 161,216 | — | ↗ |
| 2024-02-16 | HARRIS JOHN R | Director | A-Award | A | Common Stock | 3,077 | 0.00 | — | 28,550 | — | ↗ |
| 2024-02-16 | HAMLIN RICHARD N | Director | A-Award | A | Common Stock | 3,077 | 0.00 | — | 35,354 | — | ↗ |
| 2024-02-16 | FERNANDEZ TED A | Director / Officer | F-InKind | D | Common Stock | 40,470 | 23.36 | 945.4K | 1,673,136 | — | ↗ |
| 2024-02-16 | DUNGAN DAVID N | Director / Officer | A-Award | A | Common Stock | 22,965 | 0.00 | — | 744,468 | — | ↗ |
| 2024-02-16 | Bofill Maria de los Angeles | Director | A-Award | A | Common Stock | 3,077 | 0.00 | — | 11,103 | — | ↗ |
| 2023-02-24 | WIX ALAN T G | Director | D-Return | D | Common Stock | 10,000 | 18.96 | 189.6K | 9,841 | — | ↗ |
| 2023-02-24 | Rivero Robert A | Director | D-Return | D | Common Stock | 3,744 | 18.96 | 71.0K | 3,282 | — | ↗ |
| 2023-02-24 | HARRIS JOHN R | Director | D-Return | D | Common Stock | 3,744 | 18.96 | 71.0K | 25,473 | — | ↗ |
| 2023-02-24 | HAMLIN RICHARD N | Director | D-Return | D | Common Stock | 19,979 | 18.96 | 378.8K | 32,277 | — | ↗ |
| 2023-02-17 | WIX ALAN T G | Director | A-Award | A | Common Stock | 3,282 | 0.00 | — | 19,841 | — | ↗ |
| 2023-02-17 | Rivero Robert A | Director | A-Award | A | Common Stock | 3,282 | 0.00 | — | 7,026 | — | ↗ |
| 2023-02-17 | Ramirez, Roberto A | Officer | F-InKind | D | Common Stock | 3,449 | 21.67 | 74.7K | 158,702 | — | ↗ |
| 2023-02-17 | HARRIS JOHN R | Director | A-Award | A | Common Stock | 3,282 | 0.00 | — | 52,115 | — | ↗ |
| 2023-02-17 | HAMLIN RICHARD N | Director | A-Award | A | Common Stock | 3,282 | 0.00 | — | 52,256 | — | ↗ |
| 2023-02-17 | FERNANDEZ TED A | Director / Officer | A-Award | A | Common Stock | 125,262 | 0.00 | — | 1,701,757 | — | ↗ |
| 2023-02-17 | DUNGAN DAVID N | Director / Officer | A-Award | A | Common Stock | 65,762 | 0.00 | — | 740,694 | — | ↗ |
| 2023-02-17 | Bofill Maria de los Angeles | Director | A-Award | A | Common Stock | 3,282 | 0.00 | — | 8,026 | — | ↗ |
| 2022-12-13 | Ramirez, Roberto A | Officer | D-Return | D | Common Stock | 99,100 | 23.50 | 2.33M | 136,489 | — | ↗ |
| 2022-12-13 | FERNANDEZ TED A | Officer | D-Return | D | Common Stock | 574,280 | 23.50 | 13.50M | 1,576,495 | — | ↗ |
| 2022-12-13 | DUNGAN DAVID N | Officer | D-Return | D | Common Stock | 350,000 | 23.50 | 8.23M | 92,652 | — | ↗ |
| 2022-12-09 | DUNGAN DAVID N | Officer | G-Gift | D | Common Stock | 55,000 | 0.00 | — | 674,932 | — | ↗ |
| 2022-02-25 | WIX ALAN T G | Director | D-Return | D | Common Stock | 11,962 | 20.50 | 245.2K | 16,289 | — | ↗ |
| 2022-02-25 | Rivero Robert A | Director | D-Return | D | Common Stock | 4,962 | 20.50 | 101.7K | 3,744 | — | ↗ |
| 2022-02-25 | HARRIS JOHN R | Director | D-Return | D | Common Stock | 5,151 | 20.50 | 105.6K | 48,833 | — | ↗ |
| 2022-02-25 | HAMLIN RICHARD N | Director | D-Return | D | Common Stock | 4,962 | 20.50 | 101.7K | 48,974 | — | ↗ |
| 2022-02-25 | Bofill Maria de los Angeles | Director | D-Return | D | Common Stock | 3,962 | 20.50 | 81.2K | 4,744 | — | ↗ |
| 2022-02-18 | WIX ALAN T G | Director | A-Award | A | Common Stock | 3,744 | 0.00 | — | 28,521 | — | ↗ |
| 2022-02-18 | Rivero Robert A | Director | A-Award | A | Common Stock | 3,744 | 0.00 | — | 8,706 | — | ↗ |
| 2022-02-18 | Ramirez, Roberto A | Officer | A-Award | A | Common Stock | 25,460 | 0.00 | — | 235,589 | — | ↗ |
| 2022-02-18 | HARRIS JOHN R | Director | A-Award | A | Common Stock | 3,744 | 0.00 | — | 53,984 | — | ↗ |
| 2022-02-18 | HAMLIN RICHARD N | Director | A-Award | A | Common Stock | 3,744 | 0.00 | — | 53,936 | — | ↗ |
| 2022-02-18 | FERNANDEZ TED A | Director / Officer | A-Award | A | Common Stock | 157,441 | 0.00 | — | 2,576,495 | — | ↗ |
| 2022-02-18 | DUNGAN DAVID N | Director / Officer | A-Award | A | Common Stock | 82,657 | 0.00 | — | 729,932 | — | ↗ |
| 2022-02-18 | Bofill Maria de los Angeles | Director | A-Award | A | Common Stock | 3,744 | 0.00 | — | 8,706 | — | ↗ |
| 2021-12-29 | FERNANDEZ TED A | Director / Officer | G-Gift | D | Common Stock | 500,000 | 0.00 | — | 2,429,498 | — | ↗ |
| 2021-12-29 | DUNGAN DAVID N | Director / Officer | G-Gift | D | Common Stock | 442,652 | 0.00 | — | 657,450 | — | ↗ |
| 2021-12-20 | Ramirez, Roberto A | Officer | M-Exempt | D | Stock Option (right to buy) | 100,000 | 4.00 | 400.0K | 0 | — | ↗ |
| 2021-12-20 | FERNANDEZ TED A | Director / Officer | M-Exempt | D | Stock Appreciation Right | 1,912,500 | 4.00 | 7.65M | 0 | — | ↗ |
| 2021-12-20 | DUNGAN DAVID N | Director / Officer | F-InKind | D | Common Stock | 561,411 | 19.81 | 11.12M | 1,100,102 | — | ↗ |
| 2021-02-25 | WIX ALAN T G | Director | D-Return | D | Common Stock | 4,563 | 16.05 | 73.2K | 24,777 | — | ↗ |
| 2021-02-25 | Rivero Robert A | Director | D-Return | D | Common Stock | 4,563 | 16.05 | 73.2K | 4,962 | — | ↗ |
| 2021-02-25 | HARRIS JOHN R | Director | D-Return | D | Common Stock | 10,000 | 16.05 | 160.5K | 50,240 | — | ↗ |
| 2021-02-25 | HAMLIN RICHARD N | Director | D-Return | D | Common Stock | 4,563 | 16.05 | 73.2K | 50,192 | — | ↗ |
| 2021-02-19 | WIX ALAN T G | Director | A-Award | A | Common Stock | 4,962 | 0.00 | — | 29,340 | — | ↗ |
| 2021-02-19 | Rivero Robert A | Director | A-Award | A | Common Stock | 4,962 | 0.00 | — | 9,525 | — | ↗ |
| 2021-02-19 | Ramirez, Roberto A | Officer | A-Award | A | Common Stock | 7,330 | 0.00 | — | 158,643 | — | ↗ |
| 2021-02-19 | HARRIS JOHN R | Director | A-Award | A | Common Stock | 4,962 | 0.00 | — | 60,240 | — | ↗ |
| 2021-02-19 | HAMLIN RICHARD N | Director | A-Award | A | Common Stock | 4,962 | 0.00 | — | 54,755 | — | ↗ |
| 2021-02-19 | FERNANDEZ TED A | Director / Officer | A-Award | A | Common Stock | 46,731 | 0.00 | — | 3,398,336 | — | ↗ |
| 2021-02-19 | DUNGAN DAVID N | Director / Officer | A-Award | A | Common Stock | 24,534 | 0.00 | — | 1,389,595 | — | ↗ |
| 2021-02-19 | Bofill Maria de los Angeles | Director | A-Award | A | Common Stock | 4,962 | 0.00 | — | 4,962 | — | ↗ |
| 2021-02-18 | Bofill Maria de los Angeles | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-02-21 | WIX ALAN T G | Director | D-Return | D | Common Stock | 9,787 | 17.43 | 170.6K | 24,379 | — | ↗ |
| 2020-02-21 | Rivero Robert A | Director | D-Return | D | Common Stock | 3,787 | 17.43 | 66.0K | 4,563 | — | ↗ |
| 2020-02-21 | HARRIS JOHN R | Director | D-Return | D | Common Stock | 20,000 | 17.43 | 348.6K | 55,279 | — | ↗ |
| 2020-02-21 | HAMLIN RICHARD N | Director | D-Return | D | Common Stock | 3,787 | 17.43 | 66.0K | 49,794 | — | ↗ |
| 2020-02-13 | WIX ALAN T G | Director | A-Award | A | Common Stock | 4,563 | 0.00 | — | 34,166 | — | ↗ |
| 2020-02-13 | Rivero Robert A | Director | A-Award | A | Common Stock | 4,563 | 0.00 | — | 8,351 | — | ↗ |
| 2020-02-13 | Ramirez, Roberto A | Officer | A-Award | A | Common Stock | 11,407 | 0.00 | — | 155,553 | — | ↗ |
| 2020-02-13 | HARRIS JOHN R | Director | A-Award | A | Common Stock | 4,563 | 0.00 | — | 75,279 | — | ↗ |
| 2020-02-13 | HAMLIN RICHARD N | Director | A-Award | A | Common Stock | 4,563 | 0.00 | — | 53,581 | — | ↗ |
| 2020-02-13 | FERNANDEZ TED A | Director / Officer | A-Award | A | Common Stock | 38,977 | 0.00 | — | 3,426,483 | — | ↗ |
| 2020-02-13 | DUNGAN DAVID N | Director / Officer | A-Award | A | Common Stock | 20,463 | 0.00 | — | 1,404,315 | — | ↗ |
| 2019-02-22 | WIX ALAN T G | Director | D-Return | D | Common Stock | 5,915 | 16.25 | 96.1K | 29,603 | — | ↗ |
| 2019-02-22 | Rivero Robert A | Director | D-Return | D | Common Stock | 5,915 | 16.25 | 96.1K | 3,788 | — | ↗ |
| 2019-02-22 | HARRIS JOHN R | Director | D-Return | D | Common Stock | 10,000 | 16.25 | 162.5K | 70,716 | — | ↗ |
| 2019-02-22 | HAMLIN RICHARD N | Director | D-Return | D | Common Stock | 5,915 | 16.25 | 96.1K | 49,018 | — | ↗ |
| 2019-02-14 | WIX ALAN T G | Director | A-Award | A | Common Stock | 3,787 | 0.00 | — | 35,518 | — | ↗ |
| 2019-02-14 | Rivero Robert A | Director | A-Award | A | Common Stock | 3,787 | 0.00 | — | 9,703 | — | ↗ |
| 2019-02-14 | Ramirez, Roberto A | Officer | A-Award | A | Common Stock | 5,085 | 0.00 | — | 147,979 | — | ↗ |
| 2019-02-14 | HARRIS JOHN R | Director | A-Award | A | Common Stock | 3,787 | 0.00 | — | 80,716 | — | ↗ |
| 2019-02-14 | HAMLIN RICHARD N | Director | A-Award | A | Common Stock | 3,787 | 0.00 | — | 54,933 | — | ↗ |
| 2019-02-14 | FERNANDEZ TED A | Director / Officer | A-Award | A | Common Stock | 43,220 | 0.00 | — | 3,505,299 | — | ↗ |
| 2019-02-14 | DUNGAN DAVID N | Director / Officer | A-Award | A | Common Stock | 22,690 | 0.00 | — | 1,445,216 | — | ↗ |
| 2018-02-26 | HARRIS JOHN R | Director | D-Return | D | Common Stock | 15,000 | 18.34 | 275.1K | 76,929 | — | ↗ |
| 2018-02-26 | HAMLIN RICHARD N | Director | D-Return | D | Common Stock | 8,357 | 18.34 | 153.3K | 51,146 | — | ↗ |
| 2018-02-23 | WIX ALAN T G | Director | D-Return | D | Common Stock | 8,357 | 18.32 | 153.1K | 31,731 | — | ↗ |
| 2018-02-23 | Rivero Robert A | Director | D-Return | D | Common Stock | 5,854 | 18.32 | 107.2K | 5,915 | — | ↗ |
| 2018-02-23 | Ramirez, Roberto A | Officer | F-InKind | D | Common Stock | 7,913 | 18.34 | 145.1K | 158,462 | — | ↗ |
| 2018-02-23 | FERNANDEZ TED A | Officer | F-InKind | D | Common Stock | 40,822 | 18.34 | 748.7K | 3,443,938 | — | ↗ |
| 2018-02-23 | DUNGAN DAVID N | Director / Officer | F-InKind | D | Common Stock | 24,703 | 18.34 | 453.1K | 1,413,001 | — | ↗ |
| 2018-02-16 | WIX ALAN T G | Director | A-Award | A | Common Stock | 4,398 | 0.00 | — | 40,088 | — | ↗ |
| 2018-02-16 | Rivero Robert A | Director | A-Award | A | Common Stock | 4,398 | 0.00 | — | 11,769 | — | ↗ |
| 2018-02-16 | Ramirez, Roberto A | Officer | A-Award | A | Common Stock | 8,702 | 0.00 | — | 166,375 | — | ↗ |
| 2018-02-16 | HARRIS JOHN R | Director | A-Award | A | Common Stock | 4,398 | 0.00 | — | 91,929 | — | ↗ |
| 2018-02-16 | HAMLIN RICHARD N | Director | A-Award | A | Common Stock | 4,398 | 0.00 | — | 59,503 | — | ↗ |
| 2018-02-16 | FERNANDEZ TED A | Officer | A-Award | A | Common Stock | 73,971 | 0.00 | — | 3,446,137 | — | ↗ |
| 2018-02-16 | DUNGAN DAVID N | Director / Officer | A-Award | A | Common Stock | 38,835 | 0.00 | — | 1,417,427 | — | ↗ |
| 2017-02-27 | WIX ALAN T G | Director | S-Sale | D | Common Stock | 7,411 | 20.01 | 148.3K | 35,690 | — | ↗ |
| 2017-02-27 | HAMLIN RICHARD N | Director | S-Sale | D | Common Stock | 40,000 | 20.01 | 800.4K | 55,105 | — | ↗ |
| 2017-02-24 | Rivero Robert A | Director | S-Sale | D | Common Stock | 1,517 | 20.62 | 31.3K | 7,372 | — | ↗ |
| 2017-02-24 | HARRIS JOHN R | Director | S-Sale | D | Common Stock | 10,000 | 20.62 | 206.2K | 87,531 | — | ↗ |
| 2017-02-17 | WIX ALAN T G | Director | A-Award | A | Common Stock | 4,337 | 0.00 | — | 43,101 | — | ↗ |
| 2017-02-17 | Rivero Robert A | Director | A-Award | A | Common Stock | 4,337 | 0.00 | — | 8,889 | — | ↗ |
| 2017-02-17 | Ramirez, Roberto A | Officer | A-Award | A | Common Stock | 16,514 | 0.00 | — | 158,260 | — | ↗ |
| 2017-02-17 | HARRIS JOHN R | Director | A-Award | A | Common Stock | 4,337 | 0.00 | — | 97,531 | — | ↗ |
| 2017-02-17 | HAMLIN RICHARD N | Director | A-Award | A | Common Stock | 4,337 | 0.00 | — | 95,105 | — | ↗ |
| 2017-02-17 | FERNANDEZ TED A | Officer | A-Award | A | Common Stock | 136,627 | 0.00 | — | 3,383,458 | — | ↗ |
| 2017-02-17 | DUNGAN DAVID N | Director / Officer | A-Award | A | Common Stock | 71,729 | 0.00 | — | 1,384,520 | — | ↗ |
| 2016-09-09 | HAMLIN RICHARD N | Director | F-InKind | D | Common Stock | 15,000 | 16.31 | 244.7K | 90,768 | — | ↗ |
| 2016-05-18 | WIX ALAN T G | Director | D-Return | D | Common Stock | 5,408 | 14.50 | 78.4K | 25,815 | — | ↗ |
| 2016-05-06 | Ramirez, Roberto A | Director / Officer | D-Return | D | Common Stock | 72,918 | 14.77 | 1.08M | 148,125 | — | ↗ |
| 2016-05-06 | FERNANDEZ TED A | Director / Officer | D-Return | D | Common Stock | 697,279 | 14.77 | 10.30M | 3,231,952 | — | ↗ |
| 2016-05-06 | DUNGAN DAVID N | Director / Officer | D-Return | D | Common Stock | 732,143 | 14.77 | 10.81M | 1,207,407 | — | ↗ |
| 2016-03-18 | WIX ALAN T G | Director | S-Sale | D | Common Stock | 5,000 | 15.07 | 75.4K | 31,223 | — | ↗ |
| 2016-03-02 | DUNGAN DAVID N | Director / Officer | G-Gift | D | Common Stock | 10,000 | 0.00 | — | 195,000 | — | ↗ |
| 2016-03-01 | FERNANDEZ TED A | Director / Officer | S-Sale | D | Common Stock | 12,500 | 13.95 | 174.4K | 2,520,352 | — | ↗ |
| 2016-03-01 | DUNGAN DAVID N | Director / Officer | S-Sale | D | Common Stock | 5,104 | 13.99 | 71.4K | 1,199,888 | — | ↗ |
| 2016-02-29 | FERNANDEZ TED A | Director / Officer | S-Sale | D | Common Stock | 12,500 | 14.00 | 175.0K | 2,532,852 | — | ↗ |
| 2016-02-29 | DUNGAN DAVID N | Director / Officer | S-Sale | D | Common Stock | 5,104 | 13.95 | 71.2K | 1,204,992 | — | ↗ |
| 2016-02-26 | FERNANDEZ TED A | Director / Officer | S-Sale | D | Common Stock | 12,500 | 14.09 | 176.1K | 2,545,352 | — | ↗ |
| 2016-02-26 | DUNGAN DAVID N | Director / Officer | S-Sale | D | Common Stock | 5,104 | 14.08 | 71.9K | 1,210,096 | — | ↗ |
| 2016-02-25 | Ramirez, Roberto A | Director / Officer | S-Sale | D | Common Stock | 4,000 | 14.35 | 57.4K | 221,043 | — | ↗ |
| 2016-02-25 | FERNANDEZ TED A | Director / Officer | S-Sale | D | Common Stock | 12,500 | 14.37 | 179.6K | 2,557,852 | — | ↗ |
| 2016-02-25 | DUNGAN DAVID N | Director / Officer | S-Sale | D | Common Stock | 5,104 | 14.35 | 73.2K | 1,215,200 | — | ↗ |
| 2016-02-19 | WIX ALAN T G | Director | A-Award | A | Common Stock | 4,552 | 0.00 | — | 49,172 | — | ↗ |
| 2016-02-19 | Rivero Robert A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-02-19 | Ramirez, Roberto A | Officer | A-Award | A | Common Stock | 22,341 | 0.00 | — | 225,053 | — | ↗ |
| 2016-02-19 | HUSTON EDWIN A | Director | A-Award | A | Common Stock | 4,552 | 0.00 | — | 126,833 | — | ↗ |
| 2016-02-19 | HARRIS JOHN R | Director | A-Award | A | Common Stock | 9,105 | 0.00 | — | 93,194 | — | ↗ |
| 2016-02-19 | HAMLIN RICHARD N | Director | A-Award | A | Common Stock | 4,552 | 0.00 | — | 105,768 | — | ↗ |
| 2016-02-19 | FERNANDEZ TED A | Officer | A-Award | A | Common Stock | 92,208 | 0.00 | — | 2,570,352 | — | ↗ |
| 2016-02-19 | DUNGAN DAVID N | Director / Officer | A-Award | A | Common Stock | 48,429 | 0.00 | — | 1,220,303 | — | ↗ |
| 2015-12-18 | Ramirez, Roberto A | Officer | S-Sale | D | Common Stock | 4,000 | 16.76 | 67.0K | 213,164 | — | ↗ |
| 2015-12-01 | DUNGAN DAVID N | Director / Officer | G-Gift | D | Common Stock | 10,000 | 0.00 | — | 205,000 | — | ↗ |
| 2015-11-30 | FERNANDEZ TED A | Director / Officer | S-Sale | D | Common Stock | 12,500 | 18.82 | 235.3K | 2,518,745 | — | ↗ |
| 2015-11-30 | DUNGAN DAVID N | Director / Officer | S-Sale | D | Common Stock | 5,104 | 18.89 | 96.4K | 1,198,361 | — | ↗ |
| 2015-11-27 | FERNANDEZ TED A | Director / Officer | S-Sale | D | Common Stock | 25,000 | 18.84 | 471.0K | 2,531,245 | — | ↗ |
| 2015-11-27 | DUNGAN DAVID N | Director / Officer | S-Sale | D | Common Stock | 10,208 | 18.85 | 192.4K | 1,203,465 | — | ↗ |
| 2015-11-25 | FERNANDEZ TED A | Director / Officer | S-Sale | D | Common Stock | 12,500 | 18.68 | 233.5K | 2,556,245 | — | ↗ |
| 2015-11-25 | DUNGAN DAVID N | Director / Officer | S-Sale | D | Common Stock | 5,104 | 18.72 | 95.5K | 1,213,673 | — | ↗ |
| 2015-08-25 | DUNGAN DAVID N | Director / Officer | S-Sale | D | Common Stock | 20,416 | 14.01 | 286.0K | 2,735,726 | — | ↗ |
| 2015-08-17 | FERNANDEZ TED A | Director / Officer | S-Sale | D | Common Stock | 50,000 | 14.93 | 746.5K | 2,743,284 | — | ↗ |
| 2015-06-24 | HARRIS JOHN R | Director | S-Sale | D | Common Stock | 1,000 | 13.50 | 13.5K | 84,089 | — | ↗ |
| 2015-06-23 | HARRIS JOHN R | Director | S-Sale | D | Common Stock | 4,000 | 13.21 | 52.8K | 85,089 | — | ↗ |
| 2015-05-20 | HAMLIN RICHARD N | Director | M-Exempt | A | Common Stock | 7,500 | 3.96 | 29.7K | 126,310 | — | ↗ |
| 2015-04-09 | WIX ALAN T G | Director | S-Sale | D | Common Stock | 20,000 | 8.90 | 178.0K | 59,620 | — | ↗ |
| 2015-04-02 | HUSTON EDWIN A | Director | M-Exempt | A | Common Stock | 10,000 | 3.96 | 39.6K | 152,281 | — | ↗ |
| 2015-04-01 | HARRIS JOHN R | Director | S-Sale | D | Common Stock | 6,000 | 9.30 | 55.8K | 89,089 | — | ↗ |
| 2015-02-20 | WIX ALAN T G | Director | A-Award | A | Common Stock | 7,510 | 0.00 | — | 79,620 | — | ↗ |
| 2015-02-20 | Ramirez, Roberto A | Director / Officer | A-Award | A | Common Stock | 28,786 | 0.00 | — | 246,322 | — | ↗ |
| 2015-02-20 | HUSTON EDWIN A | Director | A-Award | A | Common Stock | 7,510 | 0.00 | — | 142,281 | — | ↗ |
| 2015-02-20 | HARRIS JOHN R | Director | A-Award | A | Common Stock | 7,510 | 0.00 | — | 95,089 | — | ↗ |
| 2015-02-20 | HAMLIN RICHARD N | Director | A-Award | A | Common Stock | 7,510 | 0.00 | — | 118,810 | — | ↗ |
| 2015-02-20 | GRAUNKE TERENCE M | Director | A-Award | A | Common Stock | 7,510 | 0.00 | — | 73,914 | — | ↗ |
| 2015-02-20 | FERNANDEZ TED A | Director / Officer | A-Award | A | Common Stock | 119,837 | 0.00 | — | 2,793,284 | — | ↗ |
| 2015-02-20 | DUNGAN DAVID N | Director / Officer | A-Award | A | Common Stock | 62,915 | 0.00 | — | 2,756,142 | — | ↗ |
| 2014-12-10 | HAMLIN RICHARD N | Director | S-Sale | D | Common Stock | 2,680 | 9.09 | 24.4K | 111,300 | — | ↗ |
| 2014-12-09 | HAMLIN RICHARD N | Director | S-Sale | D | Common Stock | 2,018 | 9.05 | 18.3K | 113,980 | — | ↗ |
| 2014-12-05 | HAMLIN RICHARD N | Director | S-Sale | D | Common Stock | 6,521 | 9.22 | 60.1K | 115,998 | — | ↗ |
| 2014-12-04 | HAMLIN RICHARD N | Director | S-Sale | D | Common Stock | 26,300 | 9.16 | 240.9K | 122,519 | — | ↗ |
| 2014-11-07 | WIX ALAN T G | Director | S-Sale | D | Common Stock | 7,500 | 8.25 | 61.9K | 72,110 | — | ↗ |
| 2014-11-07 | DUNGAN DAVID N | Director / Officer | G-Gift | D | Common Stock | 50,000 | 0.00 | — | 225,000 | — | ↗ |
| 2014-02-12 | WIX ALAN T G | Director | A-Award | A | Common Stock | 10,170 | 0.00 | — | 72,110 | — | ↗ |
| 2014-02-12 | Ramirez, Roberto A | Director / Officer | A-Award | A | Common Stock | 18,844 | 0.00 | — | 217,536 | — | ↗ |
| 2014-02-12 | HUSTON EDWIN A | Director | A-Award | A | Common Stock | 10,170 | 0.00 | — | 134,771 | — | ↗ |
| 2014-02-12 | HARRIS JOHN R | Director | A-Award | A | Common Stock | 10,170 | 0.00 | — | 87,579 | — | ↗ |
| 2014-02-12 | HAMLIN RICHARD N | Director | A-Award | A | Common Stock | 10,170 | 0.00 | — | 148,819 | — | ↗ |
| 2014-02-12 | GRAUNKE TERENCE M | Director | A-Award | A | Common Stock | 10,170 | 0.00 | — | 10,170 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 900.0K | — | 334.7K | — | 393.8K | — | 1.63M | 20.55% | ↗ |
| 2 | 2025 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 630.0K | — | 175.7K | — | 220.5K | — | 1.03M | 17.12% | ↗ |
| 3 | 2025 | Robert A. Ramirez (Executive Vice President Finance and Chief Financial Officer) | 400.0K | — | 120.0K | — | 87.5K | — | 607.5K | 19.75% | ↗ |
| 4 | 2024 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 900.0K | — | 14.02M | — | 1.01M | — | 15.93M | 87.98% | ↗ |
| 5 | 2024 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 630.0K | — | 7.36M | — | 568.1K | — | 8.56M | 86.00% | ↗ |
| 6 | 2024 | Robert A. Ramirez (Executive Vice President Finance and Chief Financial Officer) | 400.0K | — | 1.33M | — | 225.4K | — | 1.96M | 68.06% | ↗ |
| 7 | 2023 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | — | 1.02M | — | 602.1K | — | 2.38M | 43.09% | ↗ |
| 8 | 2023 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | — | 537.4K | — | 337.2K | — | 1.40M | 38.40% | ↗ |
| 9 | 2023 | Robert A. Ramirez (Executive Vice President Finance and Chief Financial Officer) | 400.0K | — | 200.3K | — | 160.6K | — | 760.8K | 26.32% | ↗ |
| 10 | 2022 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | — | 2.75M | — | 2.04M | — | 5.54M | 49.60% | ↗ |
| 11 | 2022 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | — | 1.44M | — | 1.14M | — | 3.11M | 46.37% | ↗ |
| 12 | 2022 | Robert A. Ramirez (Executive Vice President Finance and Chief Financial Officer) | 400.0K | — | 443.0K | — | 443.0K | — | 1.29M | 34.45% | ↗ |
| 13 | 2021 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | — | 3.03M | — | 2.30M | — | 6.08M | 49.78% | ↗ |
| 14 | 2021 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | — | 1.59M | — | 1.29M | — | 3.40M | 46.68% | ↗ |
| 15 | 2021 | Robert A. Ramirez (Executive Vice President Finance and Chief Financial Officer) | 400.0K | — | 489.6K | — | 489.6K | — | 1.38M | 35.50% | ↗ |
| 16 | 2020 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | — | 678.1K | — | 398.9K | — | 1.83M | 37.12% | ↗ |
| 17 | 2020 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | — | 356.0K | — | 223.4K | — | 1.10M | 32.23% | ↗ |
| 18 | 2020 | Robert A. Ramirez (Executive Vice President Finance and Chief Financial Officer) | 400.0K | — | 106.4K | — | 206.4K | — | 712.7K | 14.92% | ↗ |
| 19 | 2019 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | — | — | — | 976.9K | — | 1.73M | 0.00% | ↗ |
| 20 | 2019 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | — | — | — | 525.5K | — | 1.05M | 0.00% | ↗ |
| 21 | 2019 | Robert A. Ramirez (Executive Vice President Finance and Chief Financial Officer) | 300.0K | — | — | — | 252.4K | — | 552.4K | 0.00% | ↗ |
| 22 | 2018 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | — | — | — | 1.30M | — | 2.05M | 0.00% | ↗ |
| 23 | 2018 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | — | — | — | 702.0K | — | 1.23M | 0.00% | ↗ |
| 24 | 2018 | Robert A. Ramirez (Executive Vice President Finance and Chief Financial Officer) | 300.0K | — | — | — | 193.3K | — | 493.3K | 0.00% | ↗ |
| 25 | 2017 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | — | — | — | 1.92M | — | 2.67M | 0.00% | ↗ |
| 26 | 2017 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | — | — | — | 1.03M | — | 1.56M | 0.00% | ↗ |
| 27 | 2017 | Robert A. Ramirez (Executive Vice President Finance and Chief Financial Officer) | 300.0K | — | — | — | 284.9K | — | 584.9K | 0.00% | ↗ |
| 28 | 2016 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | — | — | — | 3.95M | — | 4.70M | 0.00% | ↗ |
| 29 | 2016 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | — | — | — | 2.13M | — | 2.66M | 0.00% | ↗ |
| 30 | 2016 | Robert A. Ramirez (Executive Vice President Finance and Chief Financial Officer) | 300.0K | — | — | — | 548.3K | — | 848.3K | 0.00% | ↗ |
| 31 | 2015 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | — | — | — | 3.05M | — | 3.80M | 0.00% | ↗ |
| 32 | 2015 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | — | — | — | 1.66M | — | 2.19M | 0.00% | ↗ |
| 33 | 2015 | Robert A. Ramirez (Executive Vice President Finance and Chief Financial Officer) | 300.0K | — | — | — | 588.9K | — | 888.9K | 0.00% | ↗ |
| 34 | 2014 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | 1.35M | 957.5K | — | — | — | 3.06M | 31.32% | ↗ |
| 35 | 2014 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | 756.0K | 502.7K | — | — | — | 1.78M | 28.18% | ↗ |
| 36 | 2014 | Robert A. Ramirez (Executive Vice President Finance and Chief Financial Officer) | 300.0K | 230.0K | 230.0K | — | — | — | 760.0K | 30.26% | ↗ |
| 37 | 2013 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | 555.9K | 472.5K | — | — | — | 1.78M | 26.57% | ↗ |
| 38 | 2013 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | 311.3K | 248.1K | — | — | — | 1.08M | 22.88% | ↗ |
| 39 | 2013 | Robert A. Ramirez (Executive Vice President Finance and Chief Financial Officer) | 300.0K | 111.2K | 161.2K | — | — | — | 572.4K | 28.16% | ↗ |
| 40 | 2012 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | 602.9K | 914.7K | — | — | — | 2.78M | 32.90% | ↗ |
| 41 | 2012 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | 337.6K | 480.2K | — | — | — | 1.61M | 29.79% | ↗ |
| 42 | 2012 | Robert A. Ramirez (Executive Vice President Finance and Chief Financial Officer) | 300.0K | 120.6K | 47.8K | — | — | — | 589.0K | 8.12% | ↗ |
| 43 | 2011 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | 1.06M | — | — | — | — | 3.08M | 0.00% | ↗ |
| 44 | 2011 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | 420.0K | — | — | — | — | 1.61M | 0.00% | ↗ |
| 45 | 2011 | Robert A. Ramirez (Executive Vice President, Finance and Chief Financial Officer) | 300.0K | 150.0K | 150.0K | — | — | 3.2K | 603.2K | 24.87% | ↗ |
| 46 | 2011 | Robert A. Ramirez (Executive Vice President Finance and Chief Financial Officer) | 300.0K | 150.0K | — | — | — | — | 600.0K | 0.00% | ↗ |
| 47 | 2010 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | 2.09M | — | — | — | — | 4.28M | 0.00% | ↗ |
| 48 | 2010 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | 1.16M | — | — | — | — | 2.76M | 0.00% | ↗ |
| 49 | 2010 | Robert A. Ramirez (Executive Vice President, Finance and Chief Financial Officer) | 300.0K | 248.0K | 248.0K | — | — | 2.8K | 798.7K | 31.05% | ↗ |
| 50 | 2010 | Robert A. Ramirez (Executive Vice President Finance and Chief Financial Officer) | 300.0K | 248.0K | — | — | — | — | 795.9K | 0.00% | ↗ |
| 51 | 2009 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | — | — | — | — | 2.4K | 752.4K | 0.00% | ↗ |
| 52 | 2009 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | — | — | — | — | 2.1K | 527.1K | 0.00% | ↗ |
| 53 | 2009 | Robert A. Ramirez (Executive Vice President, Finance and Chief Financial Officer) | 275.0K | 60.0K | 60.0K | — | — | 11.3K | 406.3K | 14.77% | ↗ |
| 54 | 2009 | Robert A. Ramirez (Executive Vice President, Finance and Chief | 275.0K | 60.0K | 60.0K | — | — | 9.2K | 404.2K | 14.84% | ↗ |
| 55 | 2008 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | 1.92M | 1.02M | — | — | 2.8K | 3.70M | 27.69% | ↗ |
| 56 | 2008 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | 1.01M | 597.4K | — | — | 2.4K | 2.13M | 28.04% | ↗ |
| 57 | 2008 | Robert A. Ramirez (Executive Vice President, Finance and Chief Financial Officer) | 275.0K | 265.4K | 126.3K | — | — | 2.6K | 669.3K | 18.87% | ↗ |
| 58 | 2008 | Robert A. Ramirez (Executive Vice President, Finance and Chief | 275.0K | 265.4K | 126.3K | — | — | — | 666.7K | 18.94% | ↗ |
| 59 | 2007 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | 750.0K | 1.27M | — | — | — | 2.77M | 45.81% | ↗ |
| 60 | 2007 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | — | 93.0K | — | 750.0K | — | 2.71M | 3.44% | ↗ |
| 61 | 2007 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | 420.0K | 665.7K | — | — | — | 1.61M | 41.33% | ↗ |
| 62 | 2007 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | — | 46.5K | — | 420.0K | — | 1.53M | 3.04% | ↗ |
| 63 | 2007 | Robert A. Ramirez (Executive Vice President, Finance and Chief Financial Officer) | 240.0K | 87.3K | — | — | — | — | 399.5K | 0.00% | ↗ |
| 64 | 2007 | Robert A. Ramirez (Executive Vice President, Finance and Chief Financial Officer) | 240.0K | — | — | — | 87.3K | — | 399.5K | 0.00% | ↗ |
| 65 | 2007 | Robert A. Ramirez (Executive Vice President, Finance and Chief | 240.0K | 87.3K | 68.4K | — | — | — | 395.6K | 17.28% | ↗ |
| 66 | 2007 | Grant Fitzwilliam (Former Executive Vice President, Finance and Chief Financial Officer) | 160.8K | — | 74.00 | — | — | 17.5K | 383.6K | 0.02% | ↗ |
| 67 | 2006 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | — | 208.1K | — | — | — | 1.99M | 10.48% | ↗ |
| 68 | 2006 | Ted A. Fernandez (Chairman, Chief Executive Officer) | 750.0K | — | 208.1K | — | — | — | 1.99M | 10.48% | ↗ |
| 69 | 2006 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | — | 104.1K | — | — | 339.7K | 1.46M | 7.11% | ↗ |
| 70 | 2006 | David N. Dungan (Vice Chairman, Chief Operating Officer) | 525.0K | — | 104.1K | — | — | 339.7K | 1.46M | 7.11% | ↗ |
| 71 | 2006 | Allan R. Frank (Former President) | 122.5K | — | 67.4K | 15.2K | — | 392.8K | 598.0K | 13.82% | ↗ |
| 72 | 2006 | Grant Fitzwilliam (Former Executive Vice President, Finance and Chief Financial Officer) | 275.0K | — | — | — | 25.0K | — | 375.6K | 0.00% | ↗ |
| 73 | 2006 | Grant Fitzwilliam (Executive Vice President, Finance and Chief Financial Officer) | 275.0K | 25.0K | 75.6K | — | — | — | 375.6K | 20.13% | ↗ |
| 74 | 2006 | Robert A. Ramirez (Executive Vice President, Finance and Chief Financial Officer) | 195.0K | — | — | — | 33.5K | — | 271.3K | 0.00% | ↗ |
| 75 | 2006 | Robert A. Ramirez (Executive Vice President, Finance and Chief Financial Officer) | 195.0K | 33.5K | — | — | — | — | 271.3K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Ted A. Fernandez | Co-Founder, Chairman & Chief Executive Officer | 1M | male |
| David N. Dungan | Co-Founder, Vice Chairman & Chief Operating Officer | 850.5K | male |
| Robert A. Ramirez | Chief Financial Officer & Executive Vice President of Finance | 487.5K | male |
| Frank A. Zomerfeld | General Counsel & Secretary | — | male |
| Keith E. Henrich | General Counsel & Secretary | — | male |
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Community Opinion for HCKT
Short-term intention
Target Price Distribution
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.

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