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Houlihan Lokey, Inc. (HLI)
USD141.60
+4.67 (+3.41%)
US NYSE Financial Services Financial - Capital Markets
Address
10250 Constellation Boulevard 90067
Los Angeles, CA, US
Los Angeles, CA, US
CEO
Scott Joseph Adelson
Website
hl.com
IPO
2015-08-13
CIK 1302215 ISIN US4415931009
Description
Houlihan Lokey, Inc. is a prominent global investment banking firm offering a comprehensive suite of financial advisory services. These include expertise in mergers and acquisitions (M&A), capital markets, financial restructuring, and valuation. The company's operations are divided into three core segments: The Corporate Finance division provides broad financial guidance. It assists both public and private entities with strategic buy-side and sell-side transactions and a variety of capital-raising activities, such as leveraged loans, private mezzanine debt, high-yield debt, initial public offerings (IPOs), follow-on offerings, convertibles, equity private placements, and private equity investments. This segment also advises financial sponsors on diverse deal structures and liability management initiatives. The Financial Restructuring segment guides debtors, creditors, and other involved parties through complex recapitalization and deleveraging processes. Its specialized advisory services encompass the design, negotiation, and confirmation of reorganization plans, the structuring and analysis of exchange offers, corporate viability assessments, expert testimony for dispute resolution, and the procurement of debtor-in-possession (DIP) financing. The Financial and Valuation Advisory group specializes in appraising various asset types, including entire businesses, illiquid debt and equity securities, and intellectual property. It delivers critical fairness opinions for M&A and other transactions, as well as solvency opinions for corporate spin-offs and dividend recapitalizations, alongside other financial assessments. This segment further contributes to dispute resolution services. Established in 1972, Houlihan Lokey serves a diverse clientele, including corporations, institutions, and governmental entities. Headquartered in Los Angeles, California, the firm maintains a significant international presence with offices located across the United States, Europe, the Middle East, and the Asia-Pacific region.
News Sentiment (7d)
Based on only 2 articles — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD141.60
+4.67 (+3.41%)
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Volume Profile
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Liquidity & share structure
Average Volume
682.8K
Beta
0.95
Float Shares
69.68M
Free Float %
99.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.63% | +1.26% | -1.77% | -10.23% | -19.32% | -14.55% | -16.31% | +67.81% | +111.52% | +530.72% | +564.51% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (15 ratings, all time)
Buy
Price Targets & DCF
Current price
141.60
Low
160.00
+13.0%
Consensus
188.00
+32.8%
Median
193.00
+36.3%
High
211.00
+49.0%
DCF (Unlevered)
127.73
-9.8%
DCF (Levered)
128.59
-9.2%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
40% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 2 | 0 |
| Hold | 5 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
176.50
+24.6%
|
| Last Quarter | 2 |
176.50
+24.6%
|
| Last Year | 6 |
193.83
+36.9%
|
| All Time | 11 |
161.73
+14.2%
|
Quality scores
Altman Z-Score
5.41
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
8 / 10
Strong MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
★ Strong MOAT
-
Revenue growth Financial - Capital Markets: +19.7%+9.6% Q1'26: -4.6% (vs Q1'25)
-
EPS growth Financial - Capital Markets: +35.3%+6.9% Q1'26: -16.5% (vs Q1'25)
-
FCF margin FCF growth · Financial - Capital Markets: +29.5%+17.8% Q1'26: +34.1% (vs Q1'25)
-
EBIT margin Financial - Capital Markets: +33.5%+21.5% Q1'26: +21.2% (vs Q1'25)
-
ROIC Financial - Capital Markets: +4.0%+26.8% ★ Q1'26: +24.8% (vs Q1'25)
-
Share dilution Financial - Capital Markets: +0.0%-0.3% ★ Q1'26: -1.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×0.81× ★ Q1'26: 0.86× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Mar 2016 actual |
Mar 2017 actual |
Mar 2018 actual |
Mar 2019 actual |
Mar 2020 actual |
Mar 2021 actual |
Mar 2022 actual |
Mar 2023 actual |
Mar 2024 actual |
Mar 2025 actual |
Mar 2026 7 Rev. Ana. 5 EPS Ana. |
Mar 2027 8 Rev. Ana. 5 EPS Ana. |
Mar 2028 7 Rev. Ana. 5 EPS Ana. |
Mar 2029 3 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
693.77M
est: 708.88M (-2.1%)
|
872.09M
est: 818.92M (+6.5%)
|
963.36M
est: 955.46M (+0.8%)
|
1.08B
est: 1.06B (+2.3%)
|
1.16B
est: 1.15B (+1.0%)
|
1.53B
est: 1.41B (+8.4%)
|
2.27B
est: 2.25B (+0.8%)
|
1.81B
est: 1.78B (+1.5%)
|
1.91B
est: 2.01B (-4.8%)
|
2.39B
est: 2.35B (+1.6%)
|
2.66B
2.65B – 2.68B
+13.2% YoY
|
2.95B
2.85B – 3.02B
+10.8% YoY
|
3.34B
3.18B – 3.47B
+13.1% YoY
|
3.58B
3.57B – 3.58B
+7.2% YoY
|
| EBITDA |
133.90M
est: 181.87M (-26.4%)
|
190.85M
est: 162.60M (+17.4%)
|
222.32M
est: 170.54M (+30.4%)
|
233.57M
est: 218.70M (+6.8%)
|
246.89M
est: 204.73M (+20.6%)
|
423.39M
est: 285.20M (+48.5%)
|
661.40M
est: 486.46M (+36.0%)
|
435.03M
est: 458.03M (-5.0%)
|
427.63M
est: 497.50M (-14.0%)
|
597.59M
est: 581.46M (+2.8%)
|
658.17M
655.70M – 663.10M
+13.2% YoY
|
729.18M
705.12M – 746.03M
+10.8% YoY
|
825.01M
786.53M – 858.69M
+13.1% YoY
|
884.56M
883.87M – 885.25M
+7.2% YoY
|
| EBIT |
126.40M
est: 168.30M (-24.9%)
|
182.00M
est: 156.97M (+15.9%)
|
214.41M
est: 162.87M (+31.6%)
|
219.10M
est: 202.64M (+8.1%)
|
229.60M
est: 140.93M (+62.9%)
|
408.16M
est: 268.91M (+51.8%)
|
612.86M
est: 464.26M (+32.0%)
|
376.81M
est: 417.55M (-9.8%)
|
399.10M
est: 456.45M (-12.6%)
|
556.32M
est: 533.48M (+4.3%)
|
603.86M
601.60M – 608.38M
+13.2% YoY
|
669.01M
646.93M – 684.47M
+10.8% YoY
|
756.93M
721.62M – 787.83M
+13.1% YoY
|
811.57M
810.94M – 812.20M
+7.2% YoY
|
| Net Income |
69.74M
est: 102.04M (-31.7%)
|
108.34M
est: 91.48M (+18.4%)
|
172.28M
est: 133.11M (+29.4%)
|
159.11M
est: 141.31M (+12.6%)
|
183.79M
est: 142.64M (+28.9%)
|
312.77M
est: 220.64M (+41.8%)
|
437.75M
est: 337.60M (+29.7%)
|
254.22M
est: 304.12M (-16.4%)
|
280.30M
est: 307.85M (-8.9%)
|
399.71M
est: 408.30M (-2.1%)
|
528.76M
516.83M – 540.69M
+29.5% YoY
|
555.53M
533.49M – 577.57M
+5.1% YoY
|
657.13M
619.88M – 694.37M
+18.3% YoY
|
721.17M
671.34M – 770.99M
+9.7% YoY
|
| SGA |
63.16M
est: 52.97M (+19.2%)
|
57.80M
est: 97.30M (-40.6%)
|
64.16M
est: 86.37M (-25.7%)
|
83.22M
est: 152.58M (-45.5%)
|
93.30M
est: 302.58M (-69.2%)
|
95.56M
est: 120.67M (-20.8%)
|
127.81M
est: 81.55M (+56.7%)
|
142.90M
est: 101.31M (+41.1%)
|
185.32M
est: 125.13M (+48.1%)
|
188.48M
est: 146.25M (+28.9%)
|
165.54M
164.92M – 166.78M
+13.2% YoY
|
183.40M
177.35M – 187.64M
+10.8% YoY
|
207.51M
197.83M – 215.98M
+13.1% YoY
|
222.48M
222.31M – 222.66M
+7.2% YoY
|
| EPS |
1.18
est: 1.49 (-20.6%)
|
1.77
est: 1.74 (+1.6%)
|
2.60
est: 2.32 (+12.0%)
|
2.42
est: 2.70 (-10.4%)
|
2.96
est: 3.02 (-1.9%)
|
4.75
est: 4.24 (+12.0%)
|
6.74
est: 7.00 (-3.7%)
|
4.01
est: 4.36 (-8.1%)
|
4.36
est: 4.76 (-8.4%)
|
6.08
est: 5.98 (+1.6%)
|
7.70
7.55 – 7.90
+28.7% YoY
|
8.16
7.80 – 8.44
+5.9% YoY
|
9.46
9.06 – 10.15
+15.9% YoY
|
10.62
9.81 – 11.27
+12.3% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-07 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
821.35M
OE per share TTM
11.95
Owner's Yield
8.07%
Maintenance CapEx ratio
15.29%
Maint CapEx / Avg PPE
22.3%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
188
Total invested
484.02M
Insider transactions (90d)
0
Beneficial owners (>5%)
19
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ORIX Corporation | 45.07M | 67.30% | — | 45.07M | — | 10.00 | CO | Tokyo, Japan | 2017-08-04 | ↗ |
| 2 | ORIX HLHZ Holding LLC | 45.07M | 67.30% | — | 45.07M | — | 10.00 | OO | Delaware | 2017-08-04 | ↗ |
| 3 | HL Voting Trust | 18.69M | 27.30% | — | 18.69M | — | — | OO | — | 2022-04-22 | ↗ |
| 4 | Irwin N. Gold | 18.69M | 27.30% | — | 18.69M | 1.15M | — | IN, OO | — | 2022-04-22 | ↗ |
| 5 | Scott L. Beiser | 18.69M | 27.30% | — | 18.69M | 885.5K | — | IN, OO | — | 2022-04-22 | ↗ |
| 6 | The Vanguard Group - 23-1945930 | 5.13M | 10.06% | — | 93.4K | 5.00M | 136.3K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 7 | (1) BlackRock, Inc. | 4.50M | 9.00% | 4.31M | — | 4.50M | — | HC | Delaware | 2023-01-25 | ↗ |
| 8 | 13-4064930 | 2.85M | 5.70% | 2.65M | — | 2.83M | — | IA | Delaware | 2023-02-14 | ↗ |
| 9 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 | 1.95M | 5.61% | 1.21M | 733.7K | 1.21M | 733.7K | IA | A California | 2019-02-13 | ↗ |
| 10 | # 02-0712418. | 1.53M | 1.00% | 1.53M | — | 1.53M | — | IA | Delaware | 2018-02-13 | ↗ |
| 11 | 2) | 1.40M | 5.28% | — | 841.6K | — | 892.6K | HC | Minnesota | 2018-02-14 | ↗ |
| 12 | 2. | 1.24M | 5.95% | 915.1K | — | 1.24M | — | IA | Canada | 2017-04-07 | ↗ |
| 13 | 52-2343049 | 1.23M | 9.75% | 1.23M | — | 1.23M | — | IA | New York | 2017-01-09 | ↗ |
| 14 | 1,036,842 | 1.04M | 7.40% | — | — | — | — | IN | United States | 2017-02-14 | ↗ |
| 15 | 10. | 776.2K | 3.60% | — | — | — | — | IN | United States | 2017-02-16 | ↗ |
| 16 | ALLIANZ GLOBAL INVESTORS U.S. HOLDINGS LLC | 664.4K | 2.50% | — | — | — | — | HC, OO | Delaware | 2018-02-15 | ↗ |
| 17 | ALLIANZ GLOBAL INVESTORS U.S. LLC | 654.7K | 2.50% | 629.5K | — | 654.7K | — | IA, OO | Delaware | 2018-02-15 | ↗ |
| 18 | BARCLAYS GLOBAL INVESTORS, NA. | 637.3K | 2.30% | — | — | — | — | BK | MARYLAND | 2016-02-12 | ↗ |
| 19 | NFJ INVESTMENT GROUP LLC | 636.0K | 5.00% | 636.0K | — | 636.0K | — | IA, OO | Delaware | 2017-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
188
-390 vs prev Q
New positions
23
Closed positions
408
Increased
77
Reduced
71
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 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 386.9K +386.9K (+100.0%) | 67.40B +67.4B (+100.0%) | 0.58% +0.581 pp | 0.10% +0.102 pp | USD174.19 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 5.26M -48.4K (-0.9%) | 915.67M -173.6M (-15.9%) | 7.89% -0.120 pp | 0.01% -0.003 pp | USD54.03 +222.4% | 42 qtrs — |
| 3 | BLACKROCK, INC. | 5.24M -269.4K (-4.9%) | 912.99M -218.5M (-19.3%) | 7.87% -0.453 pp | 0.02% -0.004 pp | USD159.16 +9.4% | 6 qtrs — |
| 4 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.77M -149.1K (-5.1%) | 483.00M -116.9M (-19.5%) | 4.16% -0.250 pp | 1.30% -0.166 pp | USD72.73 +139.5% | 33 qtrs — |
| 5 | EARNEST PARTNERS LLC | 2.29M -129.6K (-5.4%) | 399.16M -97.9M (-19.7%) | 3.44% -0.216 pp | 1.71% -0.446 pp | USD60.17 +189.5% | 31 qtrs — |
| 6 | ROYAL BANK OF CANADA | 1.70M +1.3M (+362.1%) | 296.71M +221.0M (+292.0%) | 2.56% +2.000 pp | 0.05% +0.036 pp | USD176.17 -1.1% | 42 qtrs — |
| 7 | STATE STREET CORP | 1.70M -11.7K (-0.7%) | 296.70M -55.4M (-15.7%) | 2.56% -0.033 pp | 0.01% -0.002 pp | USD89.17 +95.3% | 42 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.42M +84.8K (+6.4%) | 247.13M -26.8M (-9.8%) | 2.13% +0.115 pp | 0.02% -0.002 pp | USD110.73 +57.3% | 42 qtrs — |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 1.28M -88.9K (-6.5%) | 223.63M -58.2M (-20.7%) | 1.93% -0.146 pp | 0.04% -0.010 pp | USD103.27 +68.7% | 13 qtrs — |
| 10 | BANK OF MONTREAL /CAN/ | 1.20M +1.2M (+2,723.2%) | 208.93M +200.2M (+2,295.1%) | 1.80% +1.736 pp | 0.07% +0.069 pp | USD173.30 +0.5% | 31 qtrs — |
| 11 | FMR LLC | 1.13M -309.5K (-21.6%) | 196.04M -98.6M (-33.5%) | 1.69% -0.477 pp | 0.01% -0.005 pp | USD101.29 +72.0% | 39 qtrs — |
| 12 | BAMCO INC /NY/ | 1.12M -6.2K (-0.6%) | 195.78M -36.3M (-15.6%) | 1.69% -0.019 pp | 0.53% -0.085 pp | USD46.75 +272.6% | 33 qtrs — |
| 13 | CAPITAL RESEARCH GLOBAL INVESTORS | 962.3K +5.8K (+0.6%) | 167.62M -28.8M (-14.6%) | 1.44% +0.000 pp | 0.03% -0.006 pp | USD174.41 -0.1% | 4 qtrs — |
| 14 | BANK OF AMERICA CORP /DE/ | 953.8K -46.3K (-4.6%) | 166.15M -39.2M (-19.1%) | 1.43% -0.078 pp | 0.01% -0.002 pp | USD68.06 +155.9% | 42 qtrs — |
| 15 | RAYMOND JAMES FINANCIAL INC | 796.4K -45.6K (-5.4%) | 139.78M -33.1M (-19.1%) | 1.20% -0.076 pp | 0.04% -0.012 pp | USD174.25 0.0% | 5 qtrs — |
| 16 | INVESCO LTD. | 761.0K -66.6K (-8.0%) | 132.55M -37.4M (-22.0%) | 1.14% -0.107 pp | 0.02% -0.006 pp | USD152.18 +14.5% | 40 qtrs — |
| 17 | THRIVENT FINANCIAL FOR LUTHERANS | 708.8K -4.6K (-0.7%) | 123.47M -23.0M (-15.7%) | 1.06% -0.013 pp | 0.22% -0.069 pp | USD136.60 +27.5% | 41 qtrs — |
| 18 | FIDUCIARY MANAGEMENT INC /WI/ | 697.3K -50.5K (-6.8%) | 121.46M -32.1M (-20.9%) | 1.05% -0.083 pp | 1.34% -0.218 pp | USD67.45 +158.3% | 25 qtrs — |
| 19 | SEI INVESTMENTS CO | 688.9K -29.0K (-4.0%) | 120.00M -27.4M (-18.6%) | 1.03% -0.050 pp | 0.12% -0.040 pp | USD116.04 +50.1% | 28 qtrs — |
| 20 | NORGES BANK | 662.9K +662.9K (+100.0%) | 115.48M +115.5M (+100.0%) | 0.99% +0.995 pp | 0.01% +0.012 pp | USD174.19 +0.0% | 1 qtrs NEW |
| 21 | NEUBERGER BERMAN GROUP LLC | 628.8K -37.0K (-5.6%) | 109.53M -27.2M (-19.9%) | 0.94% -0.061 pp | 0.08% -0.018 pp | USD41.46 +320.1% | 36 qtrs — |
| 22 | JENNISON ASSOCIATES LLC | 587.8K -1.3K (-0.2%) | 102.38M -18.6M (-15.4%) | 0.88% -0.007 pp | 0.06% -0.009 pp | USD170.63 +2.1% | 28 qtrs — |
| 23 | CLEARBRIDGE INVESTMENTS, LLC | 568.9K -3.9K (-0.7%) | 99.09M -18.5M (-15.7%) | 0.85% -0.011 pp | 0.08% -0.009 pp | USD81.23 +114.4% | 20 qtrs — |
| 24 | MORGAN STANLEY | 550.3K -9.0K (-1.6%) | 95.86M -19.0M (-16.5%) | 0.83% -0.018 pp | 0.01% -0.001 pp | USD100.75 +72.9% | 42 qtrs — |
| 25 | GOLDMAN SACHS GROUP INC | 544.9K +92.5K (+20.4%) | 94.91M +2.0M (+2.2%) | 0.82% +0.135 pp | 0.01% +0.000 pp | USD110.02 +58.3% | 39 qtrs — |
| 26 | DIMENSIONAL FUND ADVISORS LP | 535.3K +13.4K (+2.6%) | 93.25M -13.9M (-13.0%) | 0.80% +0.016 pp | 0.02% -0.003 pp | USD52.94 +229.0% | 36 qtrs — |
| 27 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 533.5K -269.7K (-33.6%) | 92.92M -72.0M (-43.6%) | 0.80% -0.412 pp | 0.06% -0.042 pp | USD79.95 +117.9% | 14 qtrs — |
| 28 | WESTFIELD CAPITAL MANAGEMENT CO LP | 520.0K +113.7K (+28.0%) | 90.58M +7.2M (+8.6%) | 0.78% +0.167 pp | 0.38% +0.027 pp | USD171.50 +1.6% | 4 qtrs — |
| 29 | NORTHERN TRUST CORP | 509.7K -26.8K (-5.0%) | 88.78M -21.4M (-19.4%) | 0.76% -0.045 pp | 0.01% -0.003 pp | USD68.86 +153.0% | 42 qtrs — |
| 30 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 459.1K -52.2K (-10.2%) | 79.97M -25.0M (-23.8%) | 0.69% -0.083 pp | 0.81% +0.018 pp | USD173.69 +0.3% | 4 qtrs — |
| 31 | BANK OF NEW YORK MELLON CORP | 424.3K -64.1K (-13.1%) | 73.90M -26.4M (-26.3%) | 0.64% -0.100 pp | 0.01% -0.006 pp | USD83.44 +108.8% | 42 qtrs — |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 422.3K +4.8K (+1.1%) | 73.57M -12.2M (-14.2%) | 0.63% +0.004 pp | 0.01% -0.002 pp | USD87.90 +98.2% | 41 qtrs — |
| 33 | FIRST TRUST ADVISORS LP | 408.0K +14.9K (+3.8%) | 71.08M -9.6M (-11.9%) | 0.61% +0.019 pp | 0.05% -0.008 pp | USD138.69 +25.6% | 33 qtrs — |
| 34 | WELLS FARGO & COMPANY/MN | 393.9K -14.4K (-3.5%) | 68.61M -15.2M (-18.2%) | 0.59% -0.025 pp | 0.01% -0.003 pp | USD60.40 +188.4% | 42 qtrs — |
| 35 | AQR CAPITAL MANAGEMENT LLC | 379.5K +145.5K (+62.2%) | 66.10M +18.1M (+37.6%) | 0.57% +0.216 pp | 0.03% +0.004 pp | USD181.62 -4.1% | 36 qtrs — |
| 36 | VAN BERKOM & ASSOCIATES INC. | 377.4K +686.0 (+0.2%) | 65.74M -11.6M (-15.0%) | 0.57% -0.002 pp | 1.90% -0.342 pp | USD57.53 +202.8% | 28 qtrs — |
| 37 | GW&K INVESTMENT MANAGEMENT, LLC | 356.3K +13.6K (+4.0%) | 62.06M -8.3M (-11.8%) | 0.53% +0.017 pp | 0.54% -0.086 pp | USD56.83 +206.5% | 30 qtrs — |
| 38 | FIERA CAPITAL CORP | 352.6K +86.8K (+32.6%) | 61.42M +6.8M (+12.5%) | 0.53% +0.128 pp | 0.19% +0.018 pp | USD156.87 +11.0% | 17 qtrs — |
| 39 | ALLIANCEBERNSTEIN L.P. | 352.1K -108.5K (-23.6%) | 61.34M -33.2M (-35.1%) | 0.53% -0.167 pp | 0.02% -0.010 pp | USD71.10 +145.0% | 42 qtrs — |
| 40 | ENVESTNET ASSET MANAGEMENT INC | 343.4K -62.5K (-15.4%) | 59.82M -23.5M (-28.2%) | 0.52% -0.097 pp | 0.02% -0.006 pp | USD90.69 +92.1% | 37 qtrs — |
| 41 | NATIXIS ADVISORS, L.P. | 325.7K +290.0 (+0.1%) | 56.73M -10.1M (-15.1%) | 0.49% -0.002 pp | 0.08% -0.017 pp | USD77.97 +123.4% | 32 qtrs — |
| 42 | HANDELSBANKEN FONDER AB | 313.5K -85.0K (-21.3%) | 54.60M -27.2M (-33.3%) | 0.47% -0.131 pp | 0.17% -0.095 pp | USD168.24 +3.5% | 23 qtrs — |
| 43 | CAPITAL INTERNATIONAL INVESTORS | 313.2K -257.7K (-45.1%) | 54.56M -62.7M (-53.5%) | 0.47% -0.392 pp | 0.01% -0.010 pp | USD106.62 +63.4% | 11 qtrs — |
| 44 | ANCORA ADVISORS, LLC | 280.3K +3.4K (+1.2%) | 48.82M -8.0M (-14.1%) | 0.42% +0.003 pp | 1.01% -0.130 pp | USD68.76 +153.3% | 24 qtrs — |
| 45 | CONGRESS ASSET MANAGEMENT CO /MA | 266.7K -108.6K (-28.9%) | 46.45M -30.6M (-39.7%) | 0.40% -0.166 pp | 0.33% -0.186 pp | USD161.50 +7.9% | 4 qtrs — |
| 46 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 257.5K -2.7K (-1.1%) | 44.85M -8.6M (-16.1%) | 0.39% -0.006 pp | 2.14% -0.381 pp | USD61.26 +184.3% | 23 qtrs — |
| 47 | FRANKLIN RESOURCES INC | 239.7K -26.9K (-10.1%) | 41.75M -13.0M (-23.7%) | 0.36% -0.043 pp | 0.01% -0.003 pp | USD50.25 +246.6% | 42 qtrs — |
| 48 | UBS GROUP AG | 237.2K -45.5K (-16.1%) | 41.32M -16.7M (-28.8%) | 0.36% -0.071 pp | 0.01% -0.002 pp | USD113.87 +53.0% | 42 qtrs — |
| 49 | ARGENT CAPITAL MANAGEMENT LLC | 236.1K -5.6K (-2.3%) | 41.13M -8.5M (-17.1%) | 0.35% -0.011 pp | 1.17% -0.188 pp | USD94.54 +84.3% | 24 qtrs — |
| 50 | EVENTIDE ASSET MANAGEMENT, LLC | 234.4K +14.4K (+6.5%) | 40.88M -4.3M (-9.6%) | 0.35% +0.020 pp | 0.64% -0.105 pp | USD133.43 +30.5% | 10 qtrs — |
| 51 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 234.0K +63.4K (+37.2%) | 40.77M +5.7M (+16.4%) | 0.35% +0.094 pp | 0.07% +0.006 pp | USD193.27 -9.9% | 3 qtrs — |
| 52 | SCHRODER INVESTMENT MANAGEMENT GROUP | 225.4K -17.7K (-7.3%) | 39.63M -10.5M (-20.9%) | 0.34% -0.029 pp | 0.03% -0.009 pp | USD132.82 +31.1% | 34 qtrs — |
| 53 | HIGHTOWER ADVISORS, LLC | 222.9K -24.9K (-10.1%) | 38.82M -12.1M (-23.7%) | 0.33% -0.040 pp | 0.04% -0.015 pp | USD107.94 +61.4% | 30 qtrs — |
| 54 | BARLOW WEALTH PARTNERS, INC. | 204.4K +1.3K (+0.6%) | 37.15M -2.3M (-5.8%) | 0.31% +0.000 pp | 4.01% -0.378 pp | USD127.77 +36.3% | 9 qtrs — |
| 55 | AMERIPRISE FINANCIAL INC | 201.9K +97.3K (+93.0%) | 35.16M +13.7M (+63.7%) | 0.30% +0.145 pp | 0.01% +0.003 pp | USD125.99 +38.3% | 36 qtrs — |
| 56 | RENAISSANCE GROUP LLC | 185.0K -1.2K (-0.6%) | 32.23M -6.0M (-15.7%) | 0.28% -0.003 pp | 1.29% -0.148 pp | USD179.95 -3.2% | 3 qtrs — |
| 57 | QUBE RESEARCH & TECHNOLOGIES LTD | 174.0K -34.5K (-16.5%) | 30.31M -12.5M (-29.2%) | 0.26% -0.054 pp | 0.03% -0.013 pp | USD167.23 +4.2% | 8 qtrs — |
| 58 | FLPUTNAM INVESTMENT MANAGEMENT CO | 171.2K +4.3K (+2.5%) | 29.83M -4.5M (-13.0%) | 0.26% +0.005 pp | 0.43% -0.079 pp | USD68.18 +155.5% | 24 qtrs — |
| 59 | JANUS HENDERSON GROUP PLC | 162.2K +46.1K (+39.8%) | 28.25M +4.4M (+18.5%) | 0.24% +0.068 pp | 0.01% +0.002 pp | USD173.94 +0.1% | 26 qtrs — |
| 60 | PRICE T ROWE ASSOCIATES INC /MD/ | 160.8K -168.6K (-51.2%) | 28.02M -39.6M (-58.6%) | 0.24% -0.256 pp | 0.00% -0.004 pp | USD191.28 -8.9% | 42 qtrs — |
| 61 | JPMORGAN CHASE & CO | 158.5K -16.2K (-9.3%) | 27.61M -8.3M (-23.0%) | 0.24% -0.026 pp | 0.00% 0.000 pp | USD127.61 +36.5% | 41 qtrs — |
| 62 | RHUMBLINE ADVISERS | 157.3K +1.9K (+1.2%) | 27.41M -4.5M (-14.1%) | 0.24% +0.002 pp | 0.02% -0.004 pp | USD89.73 +94.1% | 41 qtrs — |
| 63 | UBS ASSET MANAGEMENT AMERICAS INC | 153.7K +8.5K (+5.9%) | 26.77M -3.0M (-10.2%) | 0.23% +0.012 pp | 0.01% -0.001 pp | USD125.35 +39.0% | 34 qtrs — |
| 64 | D. E. SHAW & CO., INC. | 148.2K +145.1K (+4,691.2%) | 25.82M +25.2M (+3,964.8%) | 0.22% +0.218 pp | 0.01% +0.014 pp | USD173.96 +0.1% | 6 qtrs — |
| 65 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 146.3K +— (+0.0%) | 25.48M -4.6M (-15.2%) | 0.22% -0.001 pp | 0.09% -0.017 pp | USD106.01 +64.3% | 23 qtrs — |
| 66 | BROWN ADVISORY INC | 140.9K -19.8K (-12.3%) | 24.55M -8.5M (-25.6%) | 0.21% -0.031 pp | 0.03% -0.009 pp | USD100.49 +73.3% | 11 qtrs — |
| 67 | TUDOR INVESTMENT CORP ET AL | 127.0K +105.8K (+499.5%) | 22.12M +17.8M (+408.6%) | 0.19% +0.159 pp | 0.04% +0.033 pp | USD175.15 -0.5% | 6 qtrs — |
| 68 | FENIMORE ASSET MANAGEMENT INC | 123.7K +17.2K (+16.2%) | 21.54M -318.6K (-1.5%) | 0.19% +0.025 pp | 0.45% +0.010 pp | USD162.47 +7.2% | 7 qtrs — |
| 69 | BARCLAYS PLC | 122.9K +86.1K (+233.8%) | 21.41M +15.6M (+267.9%) | 0.18% +0.129 pp | 0.01% +0.004 pp | USD167.59 +3.9% | 40 qtrs — |
| 70 | GHP INVESTMENT ADVISORS, INC. | 118.8K -140.0 (-0.1%) | 20.70M -3.7M (-15.3%) | 0.18% -0.001 pp | 0.85% -0.175 pp | USD67.77 +157.0% | 23 qtrs — |
| 71 | NUVEEN, LLC | 118.8K +3.3K (+2.9%) | 20.70M -3.0M (-12.7%) | 0.18% +0.004 pp | 0.01% -0.001 pp | USD164.39 +6.0% | 4 qtrs — |
| 72 | PRINCIPAL FINANCIAL GROUP INC | 117.1K -3.5K (-2.9%) | 20.40M -4.4M (-17.6%) | 0.18% -0.006 pp | 0.01% -0.002 pp | USD117.81 +47.9% | 42 qtrs — |
| 73 | LPL FINANCIAL LLC | 115.5K +10.2K (+9.7%) | 20.11M -1.5M (-6.9%) | 0.17% +0.014 pp | 0.01% -0.001 pp | USD141.93 +22.7% | 25 qtrs — |
| 74 | POINT72 ASSET MANAGEMENT, L.P. | 115.2K +115.2K (+100.0%) | 20.07M +20.1M (+100.0%) | 0.17% +0.173 pp | 0.02% +0.022 pp | USD174.19 +0.0% | 1 qtrs NEW |
| 75 | WALLEYE CAPITAL LLC | 115.1K +110.9K (+2,626.0%) | 20.06M +19.2M (+2,212.7%) | 0.17% +0.166 pp | 0.06% +0.058 pp | USD175.33 -0.7% | 2 qtrs — |
| 76 | MILLENNIUM MANAGEMENT LLC | 108.9K +15.4K (+16.5%) | 18.97M -219.5K (-1.1%) | 0.16% +0.022 pp | 0.01% 0.000 pp | USD163.30 +6.7% | 42 qtrs — |
| 77 | SWISS NATIONAL BANK | 107.2K +3.0K (+2.9%) | 18.68M -2.7M (-12.7%) | 0.16% +0.004 pp | 0.01% -0.001 pp | USD60.19 +189.4% | 41 qtrs — |
| 78 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 103.9K +3.2K (+3.2%) | 18.11M -2.6M (-12.4%) | 0.16% +0.004 pp | 0.01% -0.002 pp | USD68.61 +153.9% | 34 qtrs — |
| 79 | GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 99.6K -69.0K (-40.9%) | 17.35M -17.3M (-49.9%) | 0.15% -0.105 pp | 0.04% -0.053 pp | USD121.85 +43.0% | 14 qtrs — |
| 80 | MONTANARO ASSET MANAGEMENT LTD | 97.7K +8.7K (+9.7%) | 17.01M -1.3M (-6.9%) | 0.15% +0.012 pp | 4.74% +0.177 pp | USD96.60 +80.3% | 21 qtrs — |
| 81 | NEW YORK STATE COMMON RETIREMENT FUND | 95.2K -44.3K (-31.8%) | 16.59M -12.1M (-42.1%) | 0.14% -0.068 pp | 0.02% -0.015 pp | USD91.75 +89.9% | 41 qtrs — |
| 82 | ALPS ADVISORS INC | 92.8K -4.9K (-5.0%) | 16.16M -3.9M (-19.4%) | 0.14% -0.008 pp | 0.09% -0.018 pp | USD127.79 +36.3% | 20 qtrs — |
| 83 | CITIGROUP INC | 88.1K -21.0K (-19.2%) | 15.34M -7.0M (-31.5%) | 0.13% -0.032 pp | 0.01% -0.003 pp | USD172.10 +1.2% | 42 qtrs — |
| 84 | SEGALL BRYANT & HAMILL, LLC | 88.0K +4.0K (+4.7%) | 15.33M -1.9M (-11.2%) | 0.13% +0.005 pp | 0.21% -0.022 pp | USD99.68 +74.7% | 23 qtrs — |
| 85 | ARROWMARK COLORADO HOLDINGS LLC | 86.6K +86.6K (+100.0%) | 15.09M +15.1M (+100.0%) | 0.13% +0.130 pp | 0.33% +0.332 pp | USD174.19 +0.0% | 1 qtrs NEW |
| 86 | LEGAL & GENERAL GROUP PLC | 86.2K -19.7K (-18.6%) | 15.02M -6.7M (-31.0%) | 0.13% -0.031 pp | 0.00% -0.002 pp | USD95.24 +82.9% | 39 qtrs — |
| 87 | INTERVAL PARTNERS, LP | 85.0K +85.0K (+100.0%) | 14.80M +14.8M (+100.0%) | 0.13% +0.128 pp | 0.26% +0.265 pp | USD174.19 +0.0% | 1 qtrs NEW |
| 88 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 78.8K +78.5K (+20,325.4%) | 13.73M +13.7M (+17,284.8%) | 0.12% +0.118 pp | 0.02% +0.016 pp | USD174.22 0.0% | 3 qtrs — |
| 89 | JAIN GLOBAL LLC | 76.5K +76.5K (+100.0%) | 13.32M +13.3M (+100.0%) | 0.11% +0.115 pp | 0.06% +0.064 pp | USD174.19 +0.0% | 1 qtrs NEW |
| 90 | WHITTIER TRUST CO | 70.9K -124.0 (-0.2%) | 13.12M -1.2M (-8.3%) | 0.11% -0.001 pp | 0.14% -0.021 pp | USD99.33 +75.4% | 23 qtrs — |
| 91 | RUSSELL INVESTMENTS GROUP, LTD. | 74.6K +2.8K (+3.9%) | 13.00M -1.7M (-11.8%) | 0.11% +0.004 pp | 0.01% -0.003 pp | USD112.77 +54.5% | 37 qtrs — |
| 92 | STONEPINE ASSET MANAGEMENT INC. | 74.5K +— (+0.0%) | 12.98M -2.3M (-15.2%) | 0.11% -0.001 pp | 0.08% -0.015 pp | USD141.35 +23.2% | 7 qtrs — |
| 93 | STIFEL FINANCIAL CORP | 73.0K -8.2K (-10.1%) | 12.72M -4.0M (-23.7%) | 0.11% -0.013 pp | 0.01% -0.004 pp | USD90.73 +92.0% | 36 qtrs — |
| 94 | ATWOOD & PALMER INC | 70.0K +70.0K (+100.0%) | 12.19M +12.2M (+100.0%) | 0.11% +0.105 pp | 0.69% +0.693 pp | USD174.19 +0.0% | 1 qtrs NEW |
| 95 | CITADEL ADVISORS LLC | 67.1K -5.2K (-7.2%) | 11.69M -3.2M (-21.2%) | 0.10% -0.008 pp | 0.00% -0.001 pp | USD158.35 +10.0% | 19 qtrs — |
| 96 | APTUS CAPITAL ADVISORS, LLC | 65.9K +286.0 (+0.4%) | 11.48M -2.0M (-14.8%) | 0.10% 0.000 pp | 0.08% -0.016 pp | USD168.29 +3.5% | 6 qtrs — |
| 97 | RETIREMENT SYSTEMS OF ALABAMA | 65.4K -309.0 (-0.5%) | 11.40M -2.1M (-15.6%) | 0.10% -0.001 pp | 0.04% -0.008 pp | USD120.90 +44.1% | 9 qtrs — |
| 98 | WEALTH HIGH GOVERNANCE CAPITAL LTDA | 61.0K -11.0K (-15.2%) | 10.63M -4.2M (-28.1%) | 0.09% -0.017 pp | 1.99% -2.257 pp | USD187.84 -7.3% | 3 qtrs — |
| 99 | JANE STREET GROUP, LLC | 57.5K +55.2K (+2,430.6%) | 10.02M +9.6M (+2,046.9%) | 0.09% +0.083 pp | 0.00% +0.001 pp | USD174.39 -0.1% | 16 qtrs — |
| 100 | MAYFLOWER FINANCIAL ADVISORS, LLC | 1.12M +300.0 (+0.0%) | 1.21M +46.3K (+4.0%) | 1.68% -0.010 pp | 0.15% +0.000 pp | USD205.31 -15.2% | 2 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 205 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Virtus KAR Mid-Cap ETF KMID | 3.14% | 1.46M | 0.80% |
| 2 | Argent Focused Small Cap ETF ALIL | 2.70% | 496.9K | 0.74% |
| 3 | Argent Mid Cap ETF AMID | 2.39% | 2.66M | 0.52% |
| 4 | Baron Financials ETF BCFN | 2.05% | 940.9K | 0.80% |
| 5 | State Street SPDR S&P Capital Markets ETF KCE | 1.53% | 6.84M | 0.35% |
| 6 | Hilton Small-MidCap Opportunity ETF SMCO | 1.46% | 1.86M | 0.55% |
| 7 | Opus Small Cap Value ETF OSCV | 1.38% | 9.45M | 0.79% |
| 8 | ALPS O'Shares U.S. Small-Cap Quality Dividend ETF OUSM | 1.24% | 10.87M | 0.48% |
| 9 | Infrastructure Capital Small Cap Income ETF SCAP | 1.23% | 249.5K | 2.20% |
| 10 | Invesco S&P MidCap 400 GARP ETF GRPM | 1.21% | 5.79M | 0.35% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
0.50
Neutral
Buys
1
Sells
2
Shares acquired
500.00
Shares disposed
1.0K
Cash buys
—
Cash sales
1.00
Net activity
-500
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-01 | CRAIN CHRISTOPHER M | Officer | C-Conversion | A | CLASS A COMMON STOCK | 500 | 0.00 | — | 500 | D | ↗ |
| 2026-02-06 | SCHRIESHEIM ROBERT A | Director | S-Sale | D | CLASS A COMMON STOCK | 5,000 | 170.86 | 854.3K | 27,982 | D | ↗ |
| 2026-01-02 | CRAIN CHRISTOPHER M | Officer | C-Conversion | A | CLASS A COMMON STOCK | 500 | 0.00 | — | 500 | D | ↗ |
| 2025-12-05 | GOLD IRWIN | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 5,000 | 0.00 | — | 5,000 | D | ↗ |
| 2025-11-26 | CRAIN CHRISTOPHER M | Officer | C-Conversion | A | CLASS A COMMON STOCK | 1,200 | 0.00 | — | 1,200 | D | ↗ |
| 2025-11-10 | BEISER SCOTT L | Director / Officer / 10% Owner | G-Gift | D | CLASS A COMMON STOCK | 8,000 | 0.00 | — | 0 | D | ↗ |
| 2025-10-01 | Mund Ronald Scott | Director | A-Award | A | Class A Common Stock | 483 | 0.00 | — | 483 | D | ↗ |
| 2025-09-16 | GOLD IRWIN | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 6,811 | 0.00 | — | 6,811 | D | ↗ |
| 2025-09-02 | CRAIN CHRISTOPHER M | Officer | C-Conversion | A | CLASS A COMMON STOCK | 500 | 0.00 | — | 500 | D | ↗ |
| 2025-08-27 | SIEGERT PAUL ERIC | Officer | C-Conversion | A | CLASS A COMMON STOCK | 40,000 | 0.00 | — | 40,000 | D | ↗ |
| 2025-08-05 | Adelson Scott Joseph | Director / Officer | G-Gift | D | CLASS B COMMON STOCK | 57,200 | 0.00 | — | 57,200 | I | ↗ |
| 2025-07-18 | SIEGERT PAUL ERIC | Officer | A-Award | A | CLASS B COMMON STOCK | 2,818 | 0.00 | — | 2,818 | D | ↗ |
| 2025-07-14 | Zucker Gillian Beth | Director | S-Sale | D | CLASS A COMMON STOCK | 200 | 191.65 | 38.3K | 5,533 | D | ↗ |
| 2025-06-30 | GOLD IRWIN | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 5,000 | 0.00 | — | 5,000 | D | ↗ |
| 2025-06-26 | GOLD IRWIN | Director / Officer / 10% Owner | G-Gift | D | CLASS A COMMON STOCK | 5,000 | 0.00 | — | 0 | D | ↗ |
| 2025-06-24 | GOLD IRWIN | Director / Officer / 10% Owner | C-Conversion | D | CLASS B COMMON STOCK | 5,000 | 0.00 | — | 0 | D | ↗ |
| 2025-06-13 | Zucker Gillian Beth | Director | S-Sale | D | CLASS A COMMON STOCK | 200 | 174.37 | 34.9K | 5,733 | D | ↗ |
| 2025-06-02 | CRAIN CHRISTOPHER M | Officer | C-Conversion | D | CLASS B COMMON STOCK | 500 | 0.00 | — | 0 | D | ↗ |
| 2025-05-22 | Zucker Gillian Beth | Director | A-Award | A | CLASS A COMMON STOCK | 732 | 0.00 | — | 5,933 | D | ↗ |
| 2025-05-22 | ZUBER PAUL ANDREW | Director | A-Award | A | CLASS A COMMON STOCK | 563 | 0.00 | — | 6,208 | I | ↗ |
| 2025-05-22 | Walker Cyrus D. | Director | A-Award | A | CLASS A COMMON STOCK | 732 | 0.00 | — | 6,115 | D | ↗ |
| 2025-05-22 | SIEGERT PAUL ERIC | Officer | Z-Trust | D | CLASS B COMMON STOCK | 21,661 | 0.00 | — | 421,839 | I | ↗ |
| 2025-05-22 | SCHRIESHEIM ROBERT A | Director | A-Award | A | CLASS A COMMON STOCK | 845 | 0.00 | — | 32,982 | D | ↗ |
| 2025-05-22 | KOSECOFF JACQUELINE B | Director | A-Award | A | CLASS A COMMON STOCK | 563 | 0.00 | — | 15,316 | D | ↗ |
| 2025-05-22 | GOLD IRWIN | Director / Officer / 10% Owner | Z-Trust | D | CLASS B COMMON STOCK | 4,790 | 0.00 | — | 1,088,196 | I | ↗ |
| 2025-05-22 | Carter Todd J | Director | Z-Trust | D | CLASS B COMMON STOCK | 2,645 | 0.00 | — | 89,905 | I | ↗ |
| 2025-05-22 | CRAIN CHRISTOPHER M | Officer | A-Award | A | CLASS B COMMON STOCK | 1,623 | 0.00 | — | 1,623 | D | ↗ |
| 2025-05-22 | Bassey Ekpedeme M | Director | A-Award | A | CLASS A COMMON STOCK | 563 | 0.00 | — | 5,627 | D | ↗ |
| 2025-05-22 | BEISER SCOTT L | Director / Officer / 10% Owner | Z-Trust | D | CLASS B COMMON STOCK | 5,777 | 0.00 | — | 808,413 | I | ↗ |
| 2025-05-22 | Adelson Scott Joseph | Director / Officer | Z-Trust | D | CLASS B COMMON STOCK | 12,682 | 0.00 | — | 878,921 | I | ↗ |
| 2025-05-22 | ALLEY J LINDSEY | Officer | A-Award | A | CLASS B COMMON STOCK | 2,818 | 0.00 | — | 2,818 | D | ↗ |
| 2025-05-19 | BEISER SCOTT L | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 8,008 | 0.00 | — | 8,008 | D | ↗ |
| 2025-05-15 | SIEGERT PAUL ERIC | Officer | F-InKind | D | CLASS B COMMON STOCK | 13,424 | 0.00 | — | 400,178 | I | ↗ |
| 2025-05-15 | GOLD IRWIN | Director / Officer / 10% Owner | F-InKind | D | CLASS B COMMON STOCK | 6,704 | 0.00 | — | 1,083,406 | I | ↗ |
| 2025-05-15 | Carter Todd J | Director | F-InKind | D | CLASS B COMMON STOCK | 14,229 | 0.00 | — | 87,260 | I | ↗ |
| 2025-05-15 | CRAIN CHRISTOPHER M | Officer | F-InKind | D | CLASS B COMMON STOCK | 1,728 | 0.00 | — | 49,997 | I | ↗ |
| 2025-05-15 | BEISER SCOTT L | Director / Officer / 10% Owner | F-InKind | D | CLASS B COMMON STOCK | 7,881 | 0.00 | — | 825,644 | I | ↗ |
| 2025-05-15 | Adelson Scott Joseph | Director / Officer | F-InKind | D | CLASS B COMMON STOCK | 14,043 | 0.00 | — | 866,239 | I | ↗ |
| 2025-05-15 | ALLEY J LINDSEY | Officer | F-InKind | D | CLASS B COMMON STOCK | 2,542 | 0.00 | — | 64,575 | I | ↗ |
| 2025-05-13 | Zucker Gillian Beth | Director | S-Sale | D | CLASS A COMMON STOCK | 200 | 178.46 | 35.7K | 5,201 | D | ↗ |
| 2025-04-14 | Zucker Gillian Beth | Director | S-Sale | D | CLASS A COMMON STOCK | 200 | 154.41 | 30.9K | 5,401 | D | ↗ |
| 2025-03-13 | Zucker Gillian Beth | Director | S-Sale | D | CLASS A COMMON STOCK | 200 | 158.27 | 31.7K | 5,601 | D | ↗ |
| 2025-02-13 | Zucker Gillian Beth | Director | S-Sale | D | CLASS A COMMON STOCK | 200 | 178.97 | 35.8K | 5,801 | D | ↗ |
| 2025-01-13 | Zucker Gillian Beth | Director | S-Sale | D | CLASS A COMMON STOCK | 200 | 165.63 | 33.1K | 6,001 | D | ↗ |
| 2024-12-13 | Zucker Gillian Beth | Director | S-Sale | D | CLASS A COMMON STOCK | 200 | 180.57 | 36.1K | 6,201 | D | ↗ |
| 2024-11-25 | GOLD IRWIN | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 10,000 | 0.00 | — | 10,000 | D | ↗ |
| 2024-11-13 | Zucker Gillian Beth | Director | S-Sale | D | CLASS A COMMON STOCK | 200 | 187.46 | 37.5K | 6,401 | D | ↗ |
| 2024-11-08 | CRAIN CHRISTOPHER M | Officer | S-Sale | D | CLASS A COMMON STOCK | 2,500 | 185.94 | 464.9K | 0 | D | ↗ |
| 2024-11-07 | ALLEY J LINDSEY | Officer | S-Sale | D | CLASS A COMMON STOCK | 12,500 | 185.49 | 2.32M | 0 | D | ↗ |
| 2024-11-06 | BEISER SCOTT L | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 15,000 | 0.00 | — | 15,000 | D | ↗ |
| 2024-10-14 | Zucker Gillian Beth | Director | S-Sale | D | CLASS A COMMON STOCK | 200 | 168.08 | 33.6K | 6,601 | D | ↗ |
| 2024-09-13 | Zucker Gillian Beth | Director | S-Sale | D | CLASS A COMMON STOCK | 200 | 152.28 | 30.5K | 6,801 | — | ↗ |
| 2024-09-04 | CRAIN CHRISTOPHER M | Officer | C-Conversion | A | CLASS A COMMON STOCK | 40 | 0.00 | — | 40 | — | ↗ |
| 2024-09-03 | CRAIN CHRISTOPHER M | Officer | C-Conversion | A | CLASS A COMMON STOCK | 1,000 | 0.00 | — | 1,000 | — | ↗ |
| 2024-08-20 | Zucker Gillian Beth | Director | S-Sale | D | CLASS A COMMON STOCK | 200 | 152.49 | 30.5K | 7,001 | — | ↗ |
| 2024-08-19 | SIEGERT PAUL ERIC | Officer | C-Conversion | D | CLASS B COMMON STOCK | 675 | 0.00 | — | 0 | — | ↗ |
| 2024-08-16 | BEISER SCOTT L | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 8,317 | 0.00 | — | 8,317 | — | ↗ |
| 2024-06-28 | GOLD IRWIN | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 9,902 | 0.00 | — | 9,902 | — | ↗ |
| 2024-06-10 | SIEGERT PAUL ERIC | Officer | — | I | CLASS B COMMON STOCK | 33,833 | 0.00 | — | 0 | — | ↗ |
| 2024-06-04 | PREISER DAVID A | Director / Officer | C-Conversion | A | CLASS A COMMON STOCK | 20,000 | 0.00 | — | 20,000 | — | ↗ |
| 2024-06-03 | CRAIN CHRISTOPHER M | Officer | C-Conversion | A | CLASS A COMMON STOCK | 1,000 | 0.00 | — | 1,000 | — | ↗ |
| 2024-05-31 | PREISER DAVID A | Director / Officer | G-Gift | D | CLASS A COMMON STOCK | 4,000 | 0.00 | — | 0 | — | ↗ |
| 2024-05-30 | GOLD IRWIN | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 3,000 | 0.00 | — | 3,000 | — | ↗ |
| 2024-05-23 | Zucker Gillian Beth | Director | A-Award | A | CLASS A COMMON STOCK | 961 | 0.00 | — | 7,201 | — | ↗ |
| 2024-05-23 | ZUBER PAUL ANDREW | Director | A-Award | A | CLASS A COMMON STOCK | 739 | 0.00 | — | 5,645 | — | ↗ |
| 2024-05-23 | Walker Cyrus D. | Director | A-Award | A | CLASS A COMMON STOCK | 961 | 0.00 | — | 5,383 | — | ↗ |
| 2024-05-23 | SCHRIESHEIM ROBERT A | Director | A-Award | A | CLASS A COMMON STOCK | 1,109 | 0.00 | — | 32,137 | — | ↗ |
| 2024-05-23 | PREISER DAVID A | Director / Officer | A-Award | A | CLASS B COMMON STOCK | 2,458 | 0.00 | — | 2,458 | — | ↗ |
| 2024-05-23 | KOSECOFF JACQUELINE B | Director | A-Award | A | CLASS A COMMON STOCK | 739 | 0.00 | — | 14,753 | — | ↗ |
| 2024-05-23 | GOLD IRWIN | Director / Officer / 10% Owner | A-Award | A | CLASS B COMMON STOCK | 5,176 | 0.00 | — | 5,176 | — | ↗ |
| 2024-05-23 | Carter Todd J | Director | A-Award | A | CLASS B COMMON STOCK | 11,188 | 0.00 | — | 11,188 | — | ↗ |
| 2024-05-23 | CRAIN CHRISTOPHER M | Officer | Z-Trust | D | CLASS B COMMON STOCK | 1,848 | 0.00 | — | 56,265 | — | ↗ |
| 2024-05-23 | Bassey Ekpedeme M | Director | A-Award | A | CLASS A COMMON STOCK | 739 | 0.00 | — | 5,064 | — | ↗ |
| 2024-05-23 | BEISER SCOTT L | Director / Officer / 10% Owner | Z-Trust | D | CLASS B COMMON STOCK | 7,765 | 0.00 | — | 853,145 | — | ↗ |
| 2024-05-23 | Adelson Scott Joseph | Director / Officer | Z-Trust | D | CLASS B COMMON STOCK | 6,701 | 0.00 | — | 876,585 | — | ↗ |
| 2024-05-23 | ALLEY J LINDSEY | Officer | A-Award | A | CLASS B COMMON STOCK | 3,146 | 0.00 | — | 3,146 | — | ↗ |
| 2024-05-15 | PREISER DAVID A | Director / Officer | F-InKind | D | CLASS B COMMON STOCK | 3,868 | 0.00 | — | 530,598 | — | ↗ |
| 2024-05-15 | GOLD IRWIN | Director / Officer / 10% Owner | F-InKind | D | CLASS B COMMON STOCK | 6,642 | 0.00 | — | 1,104,139 | — | ↗ |
| 2024-05-15 | Carter Todd J | Director | F-InKind | D | CLASS B COMMON STOCK | 13,107 | 0.00 | — | 90,301 | — | ↗ |
| 2024-05-15 | CRAIN CHRISTOPHER M | Officer | F-InKind | D | CLASS B COMMON STOCK | 1,478 | 0.00 | — | 52,509 | — | ↗ |
| 2024-05-15 | BEISER SCOTT L | Director / Officer / 10% Owner | F-InKind | D | CLASS B COMMON STOCK | 8,181 | 0.00 | — | 845,380 | — | ↗ |
| 2024-05-15 | Adelson Scott Joseph | Director / Officer | F-InKind | D | CLASS B COMMON STOCK | 15,035 | 0.00 | — | 869,884 | — | ↗ |
| 2024-05-15 | ALLEY J LINDSEY | Officer | F-InKind | D | CLASS B COMMON STOCK | 2,251 | 0.00 | — | 74,623 | — | ↗ |
| 2024-03-01 | CRAIN CHRISTOPHER M | Officer | C-Conversion | A | CLASS A COMMON STOCK | 1,000 | 0.00 | — | 1,000 | — | ↗ |
| 2023-12-27 | GOLD IRWIN | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2023-12-19 | CRAIN CHRISTOPHER M | Officer | C-Conversion | A | CLASS A COMMON STOCK | 1,500 | 0.00 | — | 1,500 | — | ↗ |
| 2023-12-01 | CRAIN CHRISTOPHER M | Officer | C-Conversion | D | CLASS B COMMON STOCK | 1,000 | 0.00 | — | 0 | — | ↗ |
| 2023-11-30 | ALLEY J LINDSEY | Officer | C-Conversion | A | CLASS A COMMON STOCK | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2023-11-14 | BEISER SCOTT L | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 15,000 | 0.00 | — | 15,000 | — | ↗ |
| 2023-11-03 | BEISER SCOTT L | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 9,084 | 0.00 | — | 9,084 | — | ↗ |
| 2023-08-16 | CRAIN CHRISTOPHER M | Officer | C-Conversion | A | CLASS A COMMON STOCK | 1,000 | 0.00 | — | 1,000 | — | ↗ |
| 2023-06-07 | GOLD IRWIN | Director / Officer / 10% Owner | C-Conversion | D | CLASS B COMMON STOCK | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2023-06-05 | CRAIN CHRISTOPHER M | Officer | C-Conversion | A | CLASS A COMMON STOCK | 1,000 | 0.00 | — | 1,000 | — | ↗ |
| 2023-06-02 | GOLD IRWIN | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 5,389 | 0.00 | — | 5,389 | — | ↗ |
| 2023-05-24 | Zucker Gillian Beth | Director | A-Award | A | CLASS A COMMON STOCK | 1,110 | 0.00 | — | 6,240 | — | ↗ |
| 2023-05-24 | ZUBER PAUL ANDREW | Director | A-Award | A | CLASS A COMMON STOCK | 1,013 | 0.00 | — | 4,906 | — | ↗ |
| 2023-05-24 | Walker Cyrus D. | Director | A-Award | A | CLASS A COMMON STOCK | 1,110 | 0.00 | — | 4,422 | — | ↗ |
| 2023-05-24 | SCHRIESHEIM ROBERT A | Director | A-Award | A | CLASS A COMMON STOCK | 1,350 | 0.00 | — | 31,028 | — | ↗ |
| 2023-05-24 | PREISER DAVID A | Director / Officer | Z-Trust | D | CLASS B COMMON STOCK | 5,417 | 0.00 | — | 534,466 | — | ↗ |
| 2023-05-24 | KOSECOFF JACQUELINE B | Director | A-Award | A | CLASS A COMMON STOCK | 1,013 | 0.00 | — | 14,014 | — | ↗ |
| 2023-05-24 | GOLD IRWIN | Director / Officer / 10% Owner | A-Award | A | CLASS B COMMON STOCK | 8,865 | 0.00 | — | 8,865 | — | ↗ |
| 2023-05-24 | Carter Todd J | Director | Z-Trust | D | CLASS B COMMON STOCK | 12,303 | 0.00 | — | 103,408 | — | ↗ |
| 2023-05-24 | CRAIN CHRISTOPHER M | Officer | A-Award | A | CLASS B COMMON STOCK | 2,904 | 0.00 | — | 2,904 | — | ↗ |
| 2023-05-24 | Bassey Ekpedeme M | Director | A-Award | A | CLASS A COMMON STOCK | 1,013 | 0.00 | — | 4,325 | — | ↗ |
| 2023-05-24 | BEISER SCOTT L | Director / Officer / 10% Owner | Z-Trust | D | CLASS B COMMON STOCK | 12,805 | 0.00 | — | 877,645 | — | ↗ |
| 2023-05-24 | Adelson Scott Joseph | Director / Officer | A-Award | A | CLASS B COMMON STOCK | 13,593 | 0.00 | — | 13,593 | — | ↗ |
| 2023-05-24 | ALLEY J LINDSEY | Officer | A-Award | A | CLASS B COMMON STOCK | 4,649 | 0.00 | — | 4,649 | — | ↗ |
| 2023-05-15 | PREISER DAVID A | Director / Officer | F-InKind | D | CLASS B COMMON STOCK | 4,467 | 0.00 | — | 529,049 | — | ↗ |
| 2023-05-15 | GOLD IRWIN | Director / Officer / 10% Owner | F-InKind | D | CLASS B COMMON STOCK | 7,009 | 0.00 | — | 1,127,305 | — | ↗ |
| 2023-05-15 | Carter Todd J | Director | F-InKind | D | CLASS B COMMON STOCK | 10,531 | 0.00 | — | 91,105 | — | ↗ |
| 2023-05-15 | CRAIN CHRISTOPHER M | Officer | F-InKind | D | CLASS B COMMON STOCK | 1,397 | 0.00 | — | 56,583 | — | ↗ |
| 2023-05-15 | BEISER SCOTT L | Director / Officer / 10% Owner | F-InKind | D | CLASS B COMMON STOCK | 8,936 | 0.00 | — | 864,840 | — | ↗ |
| 2023-05-15 | Adelson Scott Joseph | Director / Officer | F-InKind | D | CLASS B COMMON STOCK | 19,364 | 0.00 | — | 871,326 | — | ↗ |
| 2023-05-15 | ALLEY J LINDSEY | Officer | F-InKind | D | CLASS B COMMON STOCK | 2,125 | 0.00 | — | 82,225 | — | ↗ |
| 2023-02-28 | CRAIN CHRISTOPHER M | Officer | C-Conversion | A | CLASS A COMMON STOCK | 190 | 0.00 | — | 190 | — | ↗ |
| 2023-02-28 | BEISER SCOTT L | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2022-11-25 | GOLD IRWIN | Officer | C-Conversion | A | CLASS A COMMON STOCK | 5,000 | 0.00 | — | 5,000 | — | ↗ |
| 2022-11-23 | GOLD IRWIN | Officer | C-Conversion | A | CLASS A COMMON STOCK | 9,185 | 0.00 | — | 9,185 | — | ↗ |
| 2022-11-22 | GOLD IRWIN | Officer | C-Conversion | A | CLASS A COMMON STOCK | 815 | 0.00 | — | 815 | — | ↗ |
| 2022-11-21 | PREISER DAVID A | Director / Officer | C-Conversion | D | CLASS B COMMON STOCK | 2,500 | 0.00 | — | 0 | — | ↗ |
| 2022-11-11 | GOLD IRWIN | Officer | C-Conversion | A | CLASS A COMMON STOCK | 5,389 | 0.00 | — | 5,389 | — | ↗ |
| 2022-11-07 | BEISER SCOTT L | Officer | C-Conversion | A | CLASS A COMMON STOCK | 16,367 | 0.00 | — | 16,367 | — | ↗ |
| 2022-06-16 | SCHRIESHEIM ROBERT A | Director | P-Purchase | A | CLASS A COMMON STOCK | 192 | 77.43 | 14.9K | 29,678 | — | ↗ |
| 2022-05-31 | Carter Todd J | Director | — | I | CLASS B COMMON STOCK | 101,636 | 0.00 | — | 0 | — | ↗ |
| 2022-05-27 | Zucker Gillian Beth | Director | A-Award | A | CLASS A COMMON STOCK | 1,064 | 0.00 | — | 5,130 | — | ↗ |
| 2022-05-27 | ZUBER PAUL ANDREW | Director | A-Award | A | CLASS A COMMON STOCK | 1,064 | 0.00 | — | 3,893 | — | ↗ |
| 2022-05-27 | Walker Cyrus D. | Director | A-Award | A | CLASS A COMMON STOCK | 1,064 | 0.00 | — | 3,312 | — | ↗ |
| 2022-05-27 | SCHRIESHEIM ROBERT A | Director | A-Award | A | CLASS A COMMON STOCK | 1,419 | 0.00 | — | 29,485 | — | ↗ |
| 2022-05-27 | PREISER DAVID A | Officer | A-Award | A | CLASS B COMMON STOCK | 9,624 | 0.00 | — | 9,624 | — | ↗ |
| 2022-05-27 | KOSECOFF JACQUELINE B | Director | A-Award | A | CLASS A COMMON STOCK | 1,064 | 0.00 | — | 13,001 | — | ↗ |
| 2022-05-27 | GOLD IRWIN | Officer | A-Award | A | CLASS B COMMON STOCK | 13,764 | 0.00 | — | 13,764 | — | ↗ |
| 2022-05-27 | CRAIN CHRISTOPHER M | Officer | Z-Trust | D | CLASS B COMMON STOCK | 5,416 | 0.00 | — | 58,170 | — | ↗ |
| 2022-05-27 | Bassey Ekpedeme M | Director | A-Award | A | CLASS A COMMON STOCK | 1,064 | 0.00 | — | 3,312 | — | ↗ |
| 2022-05-27 | BEISER SCOTT L | Officer | A-Award | A | CLASS B COMMON STOCK | 21,008 | 0.00 | — | 21,008 | — | ↗ |
| 2022-05-27 | Adelson Scott Joseph | Officer | A-Award | A | CLASS B COMMON STOCK | 50,502 | 0.00 | — | 50,502 | — | ↗ |
| 2022-05-27 | ALLEY J LINDSEY | Officer | A-Award | A | CLASS B COMMON STOCK | 7,988 | 0.00 | — | 7,988 | — | ↗ |
| 2022-05-15 | PREISER DAVID A | Officer | F-InKind | D | CLASS B COMMON STOCK | 3,238 | 84.66 | 274.1K | 526,392 | — | ↗ |
| 2022-05-15 | GOLD IRWIN | Officer | F-InKind | D | CLASS B COMMON STOCK | 5,301 | 84.66 | 448.8K | 1,140,939 | — | ↗ |
| 2022-05-15 | CRAIN CHRISTOPHER M | Officer | F-InKind | D | CLASS B COMMON STOCK | 723 | 84.66 | 61.2K | 52,754 | — | ↗ |
| 2022-05-15 | BEISER SCOTT L | Officer | F-InKind | D | CLASS B COMMON STOCK | 6,331 | 84.66 | 536.0K | 879,135 | — | ↗ |
| 2022-05-15 | Adelson Scott Joseph | Officer | F-InKind | D | CLASS B COMMON STOCK | 13,104 | 84.66 | 1.11M | 840,188 | — | ↗ |
| 2022-05-15 | ALLEY J LINDSEY | Officer | F-InKind | D | CLASS B COMMON STOCK | 1,134 | 84.66 | 96.0K | 76,362 | — | ↗ |
| 2022-03-16 | SCHRIESHEIM ROBERT A | Director | P-Purchase | A | CLASS A COMMON STOCK | 121 | 99.34 | 12.0K | 28,066 | — | ↗ |
| 2022-02-25 | ZUBER PAUL ANDREW | Director | S-Sale | D | CLASS A COMMON STOCK | 2,000 | 103.40 | 206.8K | 2,829 | — | ↗ |
| 2022-02-14 | ZUBER PAUL ANDREW | Director | S-Sale | D | CLASS A COMMON STOCK | 1,000 | 109.91 | 109.9K | 4,829 | — | ↗ |
| 2021-12-16 | SCHRIESHEIM ROBERT A | Director | P-Purchase | A | CLASS A COMMON STOCK | 116 | 102.59 | 11.9K | 27,945 | — | ↗ |
| 2021-11-02 | ALLEY J LINDSEY | Officer | C-Conversion | A | CLASS A COMMON STOCK | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2021-09-16 | SCHRIESHEIM ROBERT A | Director | P-Purchase | A | CLASS A COMMON STOCK | 131 | 90.64 | 11.9K | 27,829 | — | ↗ |
| 2021-06-25 | GOLD IRWIN | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 9,000 | 0.00 | — | 9,000 | — | ↗ |
| 2021-06-16 | SCHRIESHEIM ROBERT A | Director | P-Purchase | A | CLASS A COMMON STOCK | 141 | 79.35 | 11.2K | 27,698 | — | ↗ |
| 2021-06-16 | GOLD IRWIN | Director / Officer / 10% Owner | C-Conversion | D | CLASS B COMMON STOCK | 1,000 | 0.00 | — | 0 | — | ↗ |
| 2021-06-15 | PREISER DAVID A | Director / Officer | S-Sale | D | CLASS A COMMON STOCK | 25,000 | 79.39 | 1.98M | 0 | — | ↗ |
| 2021-06-15 | BEISER SCOTT L | Director / Officer / 10% Owner | C-Conversion | D | CLASS B COMMON STOCK | 15,000 | 0.00 | — | 0 | — | ↗ |
| 2021-06-01 | GOLD IRWIN | Director / Officer / 10% Owner | S-Sale | D | CLASS A COMMON STOCK | 10,000 | 75.24 | 752.4K | 0 | — | ↗ |
| 2021-06-01 | Adelson Scott Joseph | Director / Officer | C-Conversion | A | CLASS A COMMON STOCK | 12,383 | 0.00 | — | 12,383 | — | ↗ |
| 2021-05-26 | Zucker Gillian Beth | Director | A-Award | A | CLASS A COMMON STOCK | 1,195 | 0.00 | — | 4,066 | — | ↗ |
| 2021-05-26 | ZUBER PAUL ANDREW | Director | A-Award | A | CLASS A COMMON STOCK | 1,195 | 0.00 | — | 1,981 | — | ↗ |
| 2021-05-26 | Walker Cyrus D. | Director | A-Award | A | CLASS A COMMON STOCK | 661 | 0.00 | — | 2,248 | — | ↗ |
| 2021-05-26 | SCHRIESHEIM ROBERT A | Director | A-Award | A | CLASS A COMMON STOCK | 1,605 | 0.00 | — | 25,659 | — | ↗ |
| 2021-05-26 | PREISER DAVID A | Director / Officer | A-Award | A | CLASS B COMMON STOCK | 8,034 | 0.00 | — | 8,034 | — | ↗ |
| 2021-05-26 | KOSECOFF JACQUELINE B | Director | A-Award | A | CLASS A COMMON STOCK | 1,195 | 0.00 | — | 11,937 | — | ↗ |
| 2021-05-26 | GOLD IRWIN | Director / Officer / 10% Owner | Z-Trust | D | CLASS B COMMON STOCK | 22,551 | 0.00 | — | 1,166,240 | — | ↗ |
| 2021-05-26 | CRAIN CHRISTOPHER M | Officer | Z-Trust | D | CLASS B COMMON STOCK | 2,858 | 0.00 | — | 53,477 | — | ↗ |
| 2021-05-26 | Bassey Ekpedeme M | Director | A-Award | A | CLASS A COMMON STOCK | 661 | 0.00 | — | 2,248 | — | ↗ |
| 2021-05-26 | BEISER SCOTT L | Director / Officer / 10% Owner | Z-Trust | D | CLASS B COMMON STOCK | 18,281 | 0.00 | — | 900,466 | — | ↗ |
| 2021-05-26 | Adelson Scott Joseph | Director / Officer | A-Award | A | CLASS B COMMON STOCK | 38,777 | 0.00 | — | 38,777 | — | ↗ |
| 2021-05-26 | ALLEY J LINDSEY | Officer | A-Award | A | CLASS B COMMON STOCK | 3,866 | 0.00 | — | 3,866 | — | ↗ |
| 2021-05-21 | Adelson Scott Joseph | Director / Officer | C-Conversion | A | CLASS A COMMON STOCK | 540 | 0.00 | — | 540 | — | ↗ |
| 2021-05-19 | CRAIN CHRISTOPHER M | Officer | C-Conversion | A | CLASS A COMMON STOCK | 110 | 0.00 | — | 110 | — | ↗ |
| 2021-05-15 | PREISER DAVID A | Director / Officer | F-InKind | D | CLASS B COMMON STOCK | 3,895 | 0.00 | — | 546,596 | — | ↗ |
| 2021-05-15 | GOLD IRWIN | Director / Officer / 10% Owner | F-InKind | D | CLASS B COMMON STOCK | 4,525 | 0.00 | — | 1,143,689 | — | ↗ |
| 2021-05-15 | CRAIN CHRISTOPHER M | Officer | F-InKind | D | CLASS B COMMON STOCK | 584 | 0.00 | — | 50,729 | — | ↗ |
| 2021-05-15 | BEISER SCOTT L | Director / Officer / 10% Owner | F-InKind | D | CLASS B COMMON STOCK | 6,973 | 0.00 | — | 882,185 | — | ↗ |
| 2021-05-15 | Adelson Scott Joseph | Director / Officer | F-InKind | D | CLASS B COMMON STOCK | 12,713 | 0.00 | — | 827,438 | — | ↗ |
| 2021-05-15 | ALLEY J LINDSEY | Officer | F-InKind | D | CLASS B COMMON STOCK | 1,118 | 0.00 | — | 83,630 | — | ↗ |
| 2021-03-16 | SCHRIESHEIM ROBERT A | Director | P-Purchase | A | CLASS A COMMON STOCK | 125 | 67.99 | 8.5K | 25,952 | — | ↗ |
| 2021-03-08 | BEISER SCOTT L | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2020-12-16 | SCHRIESHEIM ROBERT A | Director | P-Purchase | A | CLASS A COMMON STOCK | 124 | 68.78 | 8.5K | 25,827 | — | ↗ |
| 2020-12-11 | GOLD IRWIN | Director / Officer / 10% Owner | S-Sale | D | CLASS A COMMON STOCK | 10,000 | 70.24 | 702.4K | 0 | — | ↗ |
| 2020-12-02 | CRAIN CHRISTOPHER M | Officer | G-Gift | D | CLASS A COMMON STOCK | 100 | 0.00 | — | 0 | — | ↗ |
| 2020-11-13 | GOLD IRWIN | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 2,435 | 0.00 | — | 2,435 | — | ↗ |
| 2020-11-11 | GOLD IRWIN | Director / Officer / 10% Owner | C-Conversion | D | CLASS B COMMON STOCK | 1,286 | 0.00 | — | 0 | — | ↗ |
| 2020-11-10 | GOLD IRWIN | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 400 | 0.00 | — | 400 | — | ↗ |
| 2020-11-09 | GOLD IRWIN | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 600 | 0.00 | — | 600 | — | ↗ |
| 2020-11-06 | GOLD IRWIN | Director / Officer / 10% Owner | S-Sale | D | CLASS A COMMON STOCK | 200 | 65.02 | 13.0K | 0 | — | ↗ |
| 2020-11-05 | Walker Cyrus D. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-11-05 | GOLD IRWIN | Director / Officer / 10% Owner | S-Sale | D | CLASS A COMMON STOCK | 100 | 65.01 | 6.5K | 0 | — | ↗ |
| 2020-11-05 | Bassey Ekpedeme M | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-10-30 | PREISER DAVID A | Director / Officer | C-Conversion | D | CLASS B COMMON STOCK | 1,600 | 0.00 | — | 0 | — | ↗ |
| 2020-10-27 | GOLD IRWIN | Director / Officer / 10% Owner | C-Conversion | D | CLASS B COMMON STOCK | 4,979 | 0.00 | — | 0 | — | ↗ |
| 2020-09-16 | SCHRIESHEIM ROBERT A | Director | P-Purchase | A | CLASS A COMMON STOCK | 143 | 58.87 | 8.4K | 25,703 | — | ↗ |
| 2020-08-05 | ALLEY J LINDSEY | Officer | C-Conversion | A | CLASS A COMMON STOCK | 4,000 | 0.00 | — | 4,000 | — | ↗ |
| 2020-07-30 | ZUBER PAUL ANDREW | Director | G-Gift | A | CLASS A COMMON STOCK | 3,062 | 0.00 | — | 3,062 | — | ↗ |
| 2020-06-30 | GOLD IRWIN | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2020-06-26 | CRAIN CHRISTOPHER M | Officer | G-Gift | D | CLASS A COMMON STOCK | 175 | 0.00 | — | 0 | — | ↗ |
| 2020-06-17 | GOLD IRWIN | Director / Officer / 10% Owner | C-Conversion | D | CLASS B COMMON STOCK | 8,000 | 0.00 | — | 0 | — | ↗ |
| 2020-06-17 | BEISER SCOTT L | Director / Officer / 10% Owner | S-Sale | D | CLASS A COMMON STOCK | 10,000 | 60.19 | 601.9K | 0 | — | ↗ |
| 2020-06-16 | SCHRIESHEIM ROBERT A | Director | P-Purchase | A | CLASS A COMMON STOCK | 125 | 58.34 | 7.3K | 23,622 | — | ↗ |
| 2020-06-02 | BEISER SCOTT L | Director / Officer / 10% Owner | C-Conversion | A | CLASS A COMMON STOCK | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2020-05-28 | Zucker Gillian Beth | Director | A-Award | A | CLASS A COMMON STOCK | 753 | 0.00 | — | 2,871 | — | ↗ |
Executive team
Top executives
EBIT / Employee
216.2K
Shares Outstanding
69.79M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | P. Eric Siegert Co-Chairman | 450.0K | — | — | — | 14.35M | — | 14.80M | 0.00% | ↗ |
| 2 | 2025 | Scott J. Adelson Chief Executive Officer | 500.0K | — | — | — | 10.50M | 329.0K | 11.33M | 0.00% | ↗ |
| 3 | 2025 | Scott L. Beiser Co-Chairman | 500.0K | — | — | — | 3.50M | — | 4.00M | 0.00% | ↗ |
| 4 | 2025 | J. Lindsey Alley Chief Financial Officer | 500.0K | — | — | — | 3.25M | — | 3.75M | 0.00% | ↗ |
| 5 | 2025 | Irwin N. Gold Executive Chairman | 500.0K | — | — | — | 2.50M | 209.6K | 3.21M | 0.00% | ↗ |
| 6 | 2025 | Christopher M. Crain General Counsel and Secretary | 500.0K | — | — | — | 2.25M | — | 2.75M | 0.00% | ↗ |
| 7 | 2024 | Scott L. Beiser Co-Chairman | 500.0K | — | — | — | 6.50M | — | 7.00M | 0.00% | ↗ |
| 8 | 2024 | Scott L. Beiser Chief Executive Officer | 500.0K | — | — | — | 6.00M | — | 6.50M | 0.00% | ↗ |
| 9 | 2024 | Scott J. Adelson Chief Executive Officer | 500.0K | — | — | — | 4.50M | — | 5.00M | 0.00% | ↗ |
| 10 | 2024 | Irwin N. Gold Executive Chairman | 500.0K | — | — | — | 4.50M | — | 5.00M | 0.00% | ↗ |
| 11 | 2024 | Scott J. Adelson Co‑President and Global Co‑Head of Corporate Finance | 500.0K | — | — | — | 4.00M | — | 4.50M | 0.00% | ↗ |
| 12 | 2024 | J. Lindsey Alley Chief Financial Officer | 400.0K | — | — | — | 2.60M | — | 3.00M | 0.00% | ↗ |
| 13 | 2024 | David A. Preiser Co-President | 500.0K | — | — | — | 1.90M | 78.7K | 2.48M | 0.00% | ↗ |
| 14 | 2023 | Scott J. Adelson Co‑President and Global Co‑Head of Corporate Finance | 500.0K | — | — | — | 6.90M | — | 7.40M | 0.00% | ↗ |
| 15 | 2023 | Scott J. Adelson Chief Executive Officer | 500.0K | — | — | — | 6.90M | — | 7.40M | 0.00% | ↗ |
| 16 | 2023 | Scott L. Beiser Co-Chairman | 500.0K | — | — | — | 6.50M | — | 7.00M | 0.00% | ↗ |
| 17 | 2023 | Scott L. Beiser Chief Executive Officer | 500.0K | — | — | — | 6.50M | — | 7.00M | 0.00% | ↗ |
| 18 | 2023 | Irwin N. Gold Executive Chairman | 500.0K | — | — | — | 4.50M | — | 5.00M | 0.00% | ↗ |
| 19 | 2023 | David A. Preiser Co-President | 500.0K | — | — | — | 2.75M | — | 3.25M | 0.00% | ↗ |
| 20 | 2023 | J. Lindsey Alley Chief Financial Officer | 400.0K | — | — | — | 2.30M | — | 2.70M | 0.00% | ↗ |
| 21 | 2022 | Scott J. Adelson Co‑President and Global Co‑Head of Corporate Finance | 500.0K | — | — | — | 24.40M | — | 24.90M | 0.00% | ↗ |
| 22 | 2022 | Scott L. Beiser Chief Executive Officer | 500.0K | — | — | — | 10.15M | — | 10.65M | 0.00% | ↗ |
| 23 | 2022 | Irwin N. Gold Executive Chairman | 500.0K | — | — | — | 6.65M | — | 7.15M | 0.00% | ↗ |
| 24 | 2022 | David A. Preiser Co-President | 500.0K | — | — | — | 4.65M | — | 5.15M | 0.00% | ↗ |
| 25 | 2022 | J. Lindsey Alley Chief Financial Officer | 400.0K | — | — | — | 3.05M | — | 3.45M | 0.00% | ↗ |
| 26 | 2021 | Scott J. Adelson Co‑President and Global Co‑Head of Corporate Finance | 500.0K | — | — | — | 12.40M | — | 12.90M | 0.00% | ↗ |
| 27 | 2021 | Irwin N. Gold Executive Chairman | 500.0K | — | — | — | 7.65M | — | 8.15M | 0.00% | ↗ |
| 28 | 2021 | Scott L. Beiser Chief Executive Officer | 500.0K | — | — | — | 6.40M | — | 6.90M | 0.00% | ↗ |
| 29 | 2021 | David A. Preiser Co-President | 500.0K | — | — | — | 3.40M | — | 3.90M | 0.00% | ↗ |
| 30 | 2021 | J. Lindsey Alley Chief Financial Officer | 400.0K | — | — | — | 1.50M | — | 1.90M | 0.00% | ↗ |
| 31 | 2020 | Scott J. Adelson Co‑President and Global Co‑Head of Corporate Finance | 500.0K | 595.0K | — | — | 6.53M | — | 7.62M | 0.00% | ↗ |
| 32 | 2020 | Scott L. Beiser Chief Executive Officer | 500.0K | 142.8K | — | — | 3.92M | — | 4.56M | 0.00% | ↗ |
| 33 | 2020 | Irwin N. Gold Executive Chairman | 500.0K | 142.8K | — | — | 2.71M | — | 3.35M | 0.00% | ↗ |
| 34 | 2020 | David A. Preiser Co-President | 500.0K | 142.8K | — | — | 2.41M | — | 3.05M | 0.00% | ↗ |
| 35 | 2020 | J. Lindsey Alley Chief Financial Officer | 400.0K | 33.3K | — | — | 902.9K | — | 1.34M | 0.00% | ↗ |
| 36 | 2019 | Scott J. Adelson Co‑President and Global Co‑Head of Corporate Finance | 400.0K | 595.0K | — | — | 9.21M | — | 10.21M | 0.00% | ↗ |
| 37 | 2019 | Scott L. Beiser Chief Executive Officer | 400.0K | 142.8K | — | — | 4.12M | — | 4.66M | 0.00% | ↗ |
| 38 | 2019 | Irwin N. Gold Executive Chairman | 400.0K | 142.8K | — | — | 2.91M | — | 3.45M | 0.00% | ↗ |
| 39 | 2019 | David A. Preiser Co-President | 400.0K | 142.8K | — | — | 2.60M | — | 3.15M | 0.00% | ↗ |
| 40 | 2019 | J. Lindsey Alley Chief Financial Officer | 375.0K | 33.3K | — | — | 977.2K | — | 1.39M | 0.00% | ↗ |
| 41 | 2018 | Scott J. Adelson Co‑President and Global Co‑Head of Corporate Finance | 400.0K | 595.0K | 1.24M | — | 9.21M | — | 11.45M | 10.84% | ↗ |
| 42 | 2018 | Scott L. Beiser Chief Executive Officer | 400.0K | 142.8K | 816.7K | — | 5.27M | — | 6.63M | 12.32% | ↗ |
| 43 | 2018 | Irwin N. Gold Executive Chairman | 400.0K | 142.8K | 566.7K | — | 3.77M | — | 4.88M | 11.62% | ↗ |
| 44 | 2018 | David A. Preiser Co-President | 400.0K | 142.8K | 504.2K | — | 3.39M | — | 4.44M | 11.36% | ↗ |
| 45 | 2018 | J. Lindsey Alley Chief Financial Officer | 360.0K | 33.3K | 141.3K | — | 1.66M | — | 2.20M | 6.43% | ↗ |
| 46 | 2017 | Scott J. Adelson Co‑President and Global Co‑Head of Corporate Finance | 400.0K | 4.22M | 902.0K | — | — | — | 5.52M | 16.35% | ↗ |
| 47 | 2017 | Scott L. Beiser Chief Executive Officer | 400.0K | 2.59M | 1.14M | — | — | — | 4.13M | 27.60% | ↗ |
| 48 | 2017 | Irwin N. Gold Executive Chairman | 400.0K | 1.84M | 674.3K | — | — | — | 2.92M | 23.12% | ↗ |
| 49 | 2016 | Scott J. Adelson Co‑President and Global Co‑Head of Corporate Finance | 400.0K | 297.5K | 5.70M | — | — | 1.21M | 7.61M | 74.93% | ↗ |
| 50 | 2016 | Scott L. Beiser Chief Executive Officer | 400.0K | 1.66M | 944.8K | — | — | — | 3.01M | 31.40% | ↗ |
| 51 | 2016 | Irwin N. Gold Executive Chairman | 400.0K | 1.13M | 919.8K | — | — | — | 2.45M | 37.54% | ↗ |
| 52 | 2015 | Scott J. Adelson Co‑President and Global Co‑Head of Corporate Finance | 275.0K | 4.70M | 75.0K | — | — | — | 5.05M | 1.49% | ↗ |
| 53 | 2015 | Scott L. Beiser Chief Executive Officer | 275.0K | 3.14M | 75.0K | — | — | — | 3.49M | 2.15% | ↗ |
| 54 | 2015 | Irwin N. Gold Executive Chairman | 275.0K | 2.16M | 75.0K | — | — | — | 2.51M | 2.99% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Paul Eric Siegert | Co-Chairman, Global Co-Head of Financial Restructuring & Director | 15M | male |
| Scott Joseph Adelson | Chief Executive Officer & Director | 11M | male |
| Scott Lee Beiser | Co-Chairman & Director | 4M | male |
| J. Lindsey Alley | MD & Chief Financial Officer | 4M | male |
| Irwin N. Gold | Co-Chairman & Chairman of the Board | 3M | male |
| Christopher Crain | MD, General Counsel & Secretary | 3M | male |
| Jacques Cornet | Investor Relations Professional | — | male |
| Craig E. Tessimond | Managing Director | — | male |
| Charles A. Yamarone | Chief Corporate Governance & Compliance Officer | — | male |
| Nana Kyei | Managing Director of Technology Group | — | male |
ESG Rating
ESG Score History FINANCIAL - CAPITAL MARKETS
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-06-04 | 2025-06-18 | Kelly Louise Morrison | MN03 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-04-09 | 2025-05-14 | Josh Gottheimer | NJ05 | Joint | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2025-01-16 | 2025-02-14 | Michael McCaul | TX10 | Spouse | Sale | $50,001 - $100,000 | ↗ |
| 2024-08-26 | 2024-09-18 | Michael McCaul | TX10 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2024-01-17 | 2024-02-22 | Michael McCaul | TX10 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2023-12-20 | 2024-01-07 | Josh Gottheimer | NJ05 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2023-11-01 | 2023-12-14 | Michael McCaul | TX10 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2023-02-09 | 2023-03-02 | Diana Harshbarger | TN01 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-01-11 | 2023-02-17 | Josh Gottheimer | NJ05 | Joint | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2022-12-14 | 2023-01-20 | Michael McCaul | TX10 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-10-17 | 2022-11-14 | Michael McCaul | TX10 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-03-04 | 2022-04-18 | Michael McCaul | TX10 | Spouse | Sale | $15,001 - $50,000 | ↗ |
| 2022-02-15 | 2022-03-17 | Michael McCaul | TX10 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-01-28 | 2022-02-23 | Michael McCaul | TX10 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2021-12-14 | 2022-01-27 | Michael McCaul | TX10 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2019-10-22 | 2019-11-15 | Gilbert Cisneros | Ca39 | — | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for HLI
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.
