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Heritage Insurance Holdings, Inc. (HRTG)
USD26.46
-1.04 (-3.78%)
US NYSE Financial Services Insurance - Property & Casualty
Address
1401 North Westshore Boulevard 33607
Tampa, FL, US
Tampa, FL, US
CEO
Ernesto Jose Garateix
Website
investors.heritagepci.com
IPO
2014-05-23
CIK 1598665 ISIN US42727J1025
Description
Heritage Insurance Holdings, Inc. (HRTG) operates through its subsidiaries, specializing in providing comprehensive insurance products for both personal and commercial residential properties. For individual policyholders, the company offers personal residential property coverage, which includes policies for single-family homeowners, condominium owners, and rental properties. This extensive personal coverage is available across seventeen U.S. states: Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, South Carolina, and Virginia. Additionally, Heritage provides specific personal residential and wind-only property insurance options. In the commercial sector, Heritage delivers residential insurance solutions tailored for properties located in Florida, New Jersey, and New York. The company also holds a licensing credential in the state of Pennsylvania. Beyond its core insurance offerings, Heritage Insurance Holdings, Inc. also delivers various supplementary services, such as restoration, emergency and recovery operations, property management, and reinsurance services. The distribution of its personal line policies is facilitated through diverse channels, including a network of retail independent agents, wholesale agents, and a dedicated partnership with a direct agency. Furthermore, its market reach indirectly extends to approximately 1,500 retail locations via eight distinct wholesale agency relationships. Both personal and commercial insurance policies are also offered through a network comprising around 70 independent agencies. Established in 2012, Heritage Insurance Holdings, Inc. is headquartered in Tampa, Florida.
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
USD26.46
-1.04 (-3.78%)
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Volume Profile
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Liquidity & share structure
Average Volume
449.4K
Beta
0.88
Float Shares
22.40M
Free Float %
72.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.74% | -19.04% | -12.04% | -9.05% | -22.84% | -21.36% | -8.65% | +395.91% | +170.39% | +62.39% | +100.09% |
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 (9 ratings, all time)
Buy
Price Targets & DCF
Current price
26.46
Low
36.00
+36.1%
Consensus
36.00
+36.1%
Median
36.00
+36.1%
High
36.00
+36.1%
DCF (Unlevered)
226.54
+756.2%
DCF (Levered)
165.62
+525.9%
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)
67% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
39.00
+47.4%
|
| Last Year | 2 |
37.00
+39.8%
|
| All Time | 4 |
24.75
-6.5%
|
Quality scores
Altman Z-Score
1.69
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Insurance - Property & Casualty: +14.1%+3.7% Q1'26: +0.5% (vs Q1'25)
-
EPS growth Insurance - Property & Casualty: +27.5%+214.4% ★ Q1'26: +20.2% (vs Q1'25)
-
FCF margin FCF growth · Insurance - Property & Casualty: +25.6%+20.2% ★ Q1'26: +10.8% (vs Q1'25)
-
EBIT margin Insurance - Property & Casualty: +16.3%+31.5% ★ Q1'26: +23.9% (vs Q1'25)
-
ROIC Insurance - Property & Casualty: +7.9%— Q1'26: +147.8% (vs Q1'25)
-
Share dilution Insurance - Property & Casualty: +0.4%+1.0% Q1'26: -0.1% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Insurance - Property & Casualty: -0.10×0.36× ★ Q1'26: 0.46× (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 |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
394.79M
est: 391.03M (+1.0%)
|
438.96M
est: 440.72M (-0.4%)
|
406.62M
est: 404.87M (+0.4%)
|
480.17M
est: 483.13M (-0.6%)
|
511.31M
est: 495.45M (+3.2%)
|
593.39M
est: 580.40M (+2.2%)
|
631.56M
est: 630.17M (+0.2%)
|
662.46M
est: 645.82M (+2.6%)
|
735.50M
est: 768.14M (-4.2%)
|
816.99M
est: 806.59M (+1.3%)
|
847.33M
est: 844.62M (+0.3%)
|
887.81M
882.94M – 892.69M
+5.1% YoY
|
947.71M
942.50M – 952.91M
+6.7% YoY
|
| EBITDA |
151.64M
est: -5.04M (+3,107.7%)
|
65.74M
est: -5.68M (+1,257.0%)
|
15.06M
est: -5.22M (+388.5%)
|
86.08M
est: -6.23M (+1,481.9%)
|
59.96M
est: 56.18M (+6.7%)
|
18.29M
est: -7.48M (+344.4%)
|
-59.62M
est: -8.12M (-633.7%)
|
-149.00M
est: -873.6K (-16,956.2%)
|
71.90M
est: 502.25M (-85.7%)
|
103.16M
est: 527.39M (-80.4%)
|
279.85M
est: 552.26M (-49.3%)
|
580.50M
577.31M – 583.69M
+5.1% YoY
|
619.66M
616.26M – 623.07M
+6.7% YoY
|
| EBIT |
150.29M
est: -9.98M (+1,605.8%)
|
56.77M
est: -11.25M (+604.6%)
|
7.32M
est: -10.33M (+170.8%)
|
59.01M
est: -12.33M (+578.5%)
|
49.52M
est: -12.65M (+491.6%)
|
10.19M
est: -14.81M (+168.8%)
|
-68.06M
est: -16.08M (-323.2%)
|
-157.36M
est: -16.48M (-854.6%)
|
63.22M
est: 493.16M (-87.2%)
|
93.61M
est: 517.84M (-81.9%)
|
267.15M
est: 542.26M (-50.7%)
|
569.99M
566.86M – 573.12M
+5.1% YoY
|
608.44M
605.10M – 611.78M
+6.7% YoY
|
| Net Income |
92.51M
est: 92.12M (+0.4%)
|
33.87M
est: 33.69M (+0.5%)
|
-1.12M
est: 23.45M (-104.8%)
|
27.16M
est: 27.00M (+0.6%)
|
28.64M
est: 25.57M (+12.0%)
|
9.33M
est: -18.44M (+150.6%)
|
-74.73M
est: -23.24M (-221.5%)
|
-154.36M
est: -24.22M (-537.4%)
|
45.31M
est: 61.12M (-25.9%)
|
61.54M
est: 58.75M (+4.7%)
|
195.59M
est: 180.13M (+8.6%)
|
133.60M
125.07M – 142.13M
-25.8% YoY
|
152.84M
130.60M – 161.07M
+14.4% YoY
|
| SGA |
46.13M
est: 43.62M (+5.7%)
|
58.91M
est: 49.17M (+19.8%)
|
71.71M
est: 45.17M (+58.8%)
|
88.54M
est: 53.90M (+64.3%)
|
80.54M
est: 81.59M (-1.3%)
|
81.54M
est: 64.75M (+25.9%)
|
65.79M
est: 70.30M (-6.4%)
|
70.40M
est: 135.10M (-47.9%)
|
77.78M
est: 81.44M (-4.5%)
|
85.14M
est: 85.52M (-0.4%)
|
92.97M
est: 89.55M (+3.8%)
|
94.13M
93.61M – 94.64M
+5.1% YoY
|
100.48M
99.93M – 101.03M
+6.7% YoY
|
| EPS |
3.08
est: 3.01 (+2.5%)
|
1.14
est: 1.10 (+3.7%)
|
-0.04
est: 0.76 (-105.5%)
|
1.05
est: 0.88 (+19.2%)
|
0.98
est: 0.84 (+16.8%)
|
0.33
est: -0.60 (+154.9%)
|
-2.69
est: -0.76 (-254.8%)
|
-5.86
est: -3.02 (-93.8%)
|
1.73
est: 1.97 (-12.4%)
|
2.01
est: 1.90 (+5.6%)
|
6.33
est: 5.82 (+8.8%)
|
4.32
4.04 – 4.59
-25.8% YoY
|
4.72
4.22 – 5.20
+9.3% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-05-06 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-05-05 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-05-04 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-05-01 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-04-30 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 2/5 |
| 2026-04-29 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-28 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-27 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-24 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-23 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-22 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-21 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-20 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-17 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-16 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
177.66M
OE per share TTM
5.75
Owner's Yield
20.66%
Maintenance CapEx ratio
8.11%
Maint CapEx / Avg PPE
6.4%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
36
Total invested
28.89M
Insider transactions (90d)
2
Beneficial owners (>5%)
15
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Futura Circuits Corp. | 2.84M | 10.71% | — | 460.0K | — | — | CO | U.S. | 2022-08-12 | ↗ |
| 2 | Hyer Family Partnership, LLC | 2.84M | 10.71% | — | 120.0K | — | — | OO | U.S. | 2022-08-12 | ↗ |
| 3 | Kathleen A. Hyer | 2.84M | 10.71% | 100.0K | — | 100.0K | — | IN | U.S. | 2022-08-12 | ↗ |
| 4 | Raymond T. Hyer | 2.84M | 10.71% | 2.09M | 580.0K | 2.09M | — | IN | U.S. | 2022-08-12 | ↗ |
| 5 | Sean W. Poole | 2.84M | 10.71% | 22.0K | 120.0K | 22.0K | — | IN | U.S. | 2022-08-12 | ↗ |
| 6 | Tara Tira | 2.84M | 10.71% | 50.0K | — | 50.0K | — | IN | U.S. | 2022-08-12 | ↗ |
| 7 | (1)Names of reporting persons. BlackRock, Inc. | 2.15M | 7.30% | 2.08M | — | 2.15M | — | HC | Delaware | 2020-02-07 | ↗ |
| 8 | (1) BlackRock, Inc. | 1.92M | 6.30% | 1.89M | — | 1.92M | — | HC | Delaware | 2024-11-08 | ↗ |
| 9 | DRIEHAUS CAPITAL MANAGEMENT LLC | 1.90M | 6.33% | — | 1.90M | — | 1.90M | IA | — | 2024-02-14 | ↗ |
| 10 | 5.4% | 1.60M | 5.40% | 146.2K | 1.45M | 146.2K | 1.45M | IN | United States | 2015-02-27 | ↗ |
| 11 | 30-0447847 | 1.59M | 5.70% | 1.50M | — | 1.59M | — | IA | Delaware Limited Partnership | 2021-02-12 | ↗ |
| 12 | 13G | 1.46M | 5.00% | — | 1.46M | — | 1.46M | HC, CO | Switzerland | 2017-10-18 | ↗ |
| 13 | Polar Capital LLP | 1.30M | 5.30% | 1.30M | — | 1.30M | — | IA | England | 2018-02-14 | ↗ |
| 14 | 13G/A | 886.6K | 3.60% | — | 886.6K | — | 886.6K | HC, CO | Switzerland | 2018-01-08 | ↗ |
| 15 | Tara Hyer Tira | 50.0K | 0.19% | 50.0K | — | 50.0K | — | IN | U.S. | 2022-05-25 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
36
-168 vs prev Q
New positions
7
Closed positions
170
Increased
17
Reduced
9
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 | BLACKROCK, INC. | 2.21M +289.4K (+15.0%) | 64.77M +16.3M (+33.7%) | 7.17% +0.930 pp | 0.00% +0.000 pp | USD14.82 +97.4% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 1.88M +234.3K (+14.2%) | 55.04M +13.6M (+32.7%) | 6.09% +0.752 pp | 0.00% +0.000 pp | USD16.77 +74.5% | 47 qtrs — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.21M -51.7K (-4.1%) | 35.41M +3.6M (+11.4%) | 3.92% -0.172 pp | 0.01% +0.001 pp | USD11.03 +165.3% | 41 qtrs — |
| 4 | AMERICAN CENTURY COMPANIES INC | 926.8K +38.3K (+4.3%) | 27.12M +4.7M (+21.2%) | 3.00% +0.121 pp | 0.01% +0.002 pp | USD14.03 +108.6% | 9 qtrs — |
| 5 | PRUDENTIAL FINANCIAL INC | 834.9K +143.0K (+20.7%) | 24.43M +7.0M (+40.2%) | 2.70% +0.460 pp | 0.03% +0.009 pp | USD24.20 +20.9% | 7 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 665.9K +35.0K (+5.5%) | 19.49M +3.6M (+22.6%) | 2.16% +0.111 pp | 0.00% +0.000 pp | USD13.23 +121.2% | 46 qtrs — |
| 7 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 580.3K -45.9K (-7.3%) | 16.98M +1.2M (+7.7%) | 1.88% -0.151 pp | 0.04% -0.005 pp | USD13.47 +117.2% | 18 qtrs — |
| 8 | MARSHALL WACE, LLP | 527.5K -496.9K (-48.5%) | 15.43M -10.4M (-40.2%) | 1.71% -1.613 pp | 0.01% -0.012 pp | USD16.11 +81.6% | 19 qtrs — |
| 9 | STATE STREET CORP | 507.6K +52.0K (+11.4%) | 14.85M +3.4M (+29.5%) | 1.64% +0.167 pp | 0.00% +0.000 pp | USD13.48 +117.1% | 47 qtrs — |
| 10 | ACADIAN ASSET MANAGEMENT LLC | 469.3K +11.8K (+2.6%) | 13.73M +2.2M (+19.2%) | 1.52% +0.037 pp | 0.02% +0.002 pp | USD8.93 +227.7% | 12 qtrs — |
| 11 | ASSENAGON ASSET MANAGEMENT S.A. | 462.5K +406.0 (+0.1%) | 13.53M +1.9M (+16.3%) | 1.50% -0.001 pp | 0.02% +0.003 pp | USD20.72 +41.2% | 12 qtrs — |
| 12 | AQR CAPITAL MANAGEMENT LLC | 417.4K +17.4K (+4.4%) | 12.21M +2.1M (+21.3%) | 1.35% +0.055 pp | 0.01% +0.000 pp | USD13.52 +116.4% | 6 qtrs — |
| 13 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | 372.0K -87.0K (-19.0%) | 10.88M -672.5K (-5.8%) | 1.20% -0.283 pp | 2.39% -0.151 pp | USD13.59 +115.3% | 37 qtrs — |
| 14 | JACOBS LEVY EQUITY MANAGEMENT, INC | 343.7K -80.3K (-18.9%) | 10.06M -619.2K (-5.8%) | 1.11% -0.262 pp | 0.04% -0.004 pp | USD12.10 +141.8% | 5 qtrs — |
| 15 | UBS GROUP AG | 302.4K +12.6K (+4.3%) | 8.85M +1.6M (+21.2%) | 0.98% +0.040 pp | 0.00% +0.000 pp | USD22.83 +28.2% | 45 qtrs — |
| 16 | QUBE RESEARCH & TECHNOLOGIES LTD | 292.2K +102.7K (+54.2%) | 8.55M +3.8M (+79.1%) | 0.95% +0.332 pp | 0.01% +0.004 pp | USD20.22 +44.7% | 10 qtrs — |
| 17 | MORGAN STANLEY | 272.5K -90.8K (-25.0%) | 7.97M -1.2M (-12.8%) | 0.88% -0.295 pp | 0.00% 0.000 pp | USD12.91 +126.6% | 47 qtrs — |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 255.2K +51.3K (+25.2%) | 7.47M +2.3M (+45.5%) | 0.83% +0.165 pp | 0.00% +0.000 pp | USD21.11 +38.6% | 47 qtrs — |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 248.8K +7.5K (+3.1%) | 7.28M +1.2M (+19.8%) | 0.81% +0.024 pp | 0.15% +0.023 pp | USD8.87 +229.9% | 43 qtrs — |
| 20 | NORTHERN TRUST CORP | 232.3K +14.5K (+6.7%) | 6.80M +1.3M (+24.0%) | 0.75% +0.046 pp | 0.00% +0.000 pp | USD15.20 +92.5% | 46 qtrs — |
| 21 | EAM INVESTORS, LLC | 189.0K +48.6K (+34.7%) | 5.53M +2.0M (+58.4%) | 0.61% +0.157 pp | 0.62% +0.216 pp | USD26.05 +12.3% | 3 qtrs — |
| 22 | QUARTZ PARTNERS, LLC | 187.4K +14.6K (+8.5%) | 5.48M +1.1M (+26.0%) | 0.61% +0.047 pp | 2.04% +0.465 pp | USD17.26 +69.5% | 4 qtrs — |
| 23 | TUDOR INVESTMENT CORP ET AL | 185.5K -914.0 (-0.5%) | 5.43M +733.7K (+15.6%) | 0.60% -0.004 pp | 0.01% +0.002 pp | USD24.94 +17.3% | 3 qtrs — |
| 24 | RENAISSANCE TECHNOLOGIES LLC | 181.7K -90.6K (-33.3%) | 5.32M -1.5M (-22.5%) | 0.59% -0.295 pp | 0.01% -0.001 pp | USD11.67 +150.7% | 30 qtrs — |
| 25 | GOLDMAN SACHS GROUP INC | 173.5K +48.9K (+39.2%) | 5.08M +1.9M (+61.8%) | 0.56% +0.158 pp | 0.00% +0.000 pp | USD20.10 +45.6% | 46 qtrs — |
| 26 | SEGALL BRYANT & HAMILL, LLC | 172.9K -1.6K (-0.9%) | 5.06M +664.7K (+15.1%) | 0.56% -0.006 pp | 0.07% +0.010 pp | USD12.15 +140.8% | 6 qtrs — |
| 27 | HRT FINANCIAL LP | 171.4K +46.4K (+37.1%) | 5.02M +1.9M (+59.4%) | 0.55% +0.150 pp | 0.02% +0.004 pp | USD26.27 +11.4% | 3 qtrs — |
| 28 | NUVEEN, LLC | 169.5K +109.3K (+181.7%) | 4.96M +3.4M (+227.4%) | 0.55% +0.354 pp | 0.00% +0.001 pp | USD24.16 +21.1% | 4 qtrs — |
| 29 | PEAK6 LLC | 159.1K +3.6K (+2.3%) | 4.66M +739.8K (+18.9%) | 0.52% +0.011 pp | 0.01% +0.003 pp | USD25.26 +15.8% | 3 qtrs — |
| 30 | AMERIPRISE FINANCIAL INC | 154.5K +483.0 (+0.3%) | 4.52M +642.4K (+16.6%) | 0.50% +0.001 pp | 0.00% +0.000 pp | USD11.48 +154.9% | 10 qtrs — |
| 31 | TREXQUANT INVESTMENT LP | 154.4K +2.0K (+1.3%) | 4.52M +679.6K (+17.7%) | 0.50% +0.006 pp | 0.04% +0.001 pp | USD15.48 +89.0% | 8 qtrs — |
| 32 | EMPOWERED FUNDS, LLC | 152.3K +9.1K (+6.3%) | 4.45M +850.1K (+23.6%) | 0.49% +0.029 pp | 0.04% -0.001 pp | USD10.53 +177.9% | 11 qtrs — |
| 33 | CITADEL ADVISORS LLC | 149.8K -95.2K (-38.8%) | 4.38M -1.8M (-28.9%) | 0.49% -0.309 pp | 0.00% 0.000 pp | USD17.87 +63.7% | 38 qtrs — |
| 34 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 143.3K -99.6K (-41.0%) | 4.19M -1.9M (-31.4%) | 0.46% -0.323 pp | 0.00% -0.001 pp | USD17.69 +65.4% | 11 qtrs — |
| 35 | ARKADIOS WEALTH ADVISORS | 137.3K +9.0K (+7.0%) | 4.02M +786.2K (+24.3%) | 0.44% +0.029 pp | 0.08% +0.000 pp | USD16.36 +78.9% | 4 qtrs — |
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 112.5K +50.6K (+81.7%) | 3.29M +1.7M (+111.2%) | 0.36% +0.164 pp | 0.00% +0.000 pp | USD21.21 +38.0% | 12 qtrs — |
| 37 | FMR LLC | 110.4K +19.3K (+21.2%) | 3.23M +936.9K (+40.8%) | 0.36% +0.062 pp | 0.00% +0.000 pp | USD15.94 +83.6% | 11 qtrs — |
| 38 | BANK OF NEW YORK MELLON CORP | 108.0K -9.1K (-7.7%) | 3.16M +212.2K (+7.2%) | 0.35% -0.030 pp | 0.00% +0.000 pp | USD9.76 +199.8% | 47 qtrs — |
| 39 | RAYMOND JAMES FINANCIAL INC | 102.8K -1.6K (-1.6%) | 3.01M +378.2K (+14.4%) | 0.33% -0.006 pp | 0.00% +0.000 pp | USD14.41 +103.1% | 5 qtrs — |
| 40 | BANK OF AMERICA CORP /DE/ | 101.1K -45.2K (-30.9%) | 2.96M -726.1K (-19.7%) | 0.33% -0.147 pp | 0.00% +0.000 pp | USD20.27 +44.4% | 47 qtrs — |
| 41 | PRINCIPAL FINANCIAL GROUP INC | 101.1K +36.6K (+56.8%) | 2.96M +1.3M (+82.2%) | 0.33% +0.118 pp | 0.00% +0.001 pp | USD26.61 +10.0% | 3 qtrs — |
| 42 | FRANKLIN RESOURCES INC | 90.9K +9.6K (+11.8%) | 2.66M +613.4K (+30.0%) | 0.29% +0.031 pp | 0.00% +0.000 pp | USD23.37 +25.2% | 8 qtrs — |
| 43 | JANE STREET GROUP, LLC | 87.2K +32.8K (+60.3%) | 2.55M +1.2M (+86.3%) | 0.28% +0.106 pp | 0.00% +0.000 pp | USD23.78 +23.0% | 6 qtrs — |
| 44 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 86.4K +86.4K (+100.0%) | 2.53M +2.5M (+100.0%) | 0.28% +0.280 pp | 0.00% +0.004 pp | USD29.26 +0.0% | 1 qtrs NEW |
| 45 | DENALI ADVISORS LLC | 85.1K +85.1K (+100.0%) | 2.49M +2.5M (+100.0%) | 0.28% +0.276 pp | 0.28% +0.276 pp | USD29.26 +0.0% | 1 qtrs NEW |
| 46 | JPMORGAN CHASE & CO | 84.7K +19.4K (+29.6%) | 2.48M +833.2K (+50.6%) | 0.27% +0.062 pp | 0.00% +0.000 pp | USD25.10 +16.6% | 39 qtrs — |
| 47 | TWO SIGMA INVESTMENTS, LP | 83.3K +3.1K (+3.8%) | 2.44M +417.0K (+20.6%) | 0.27% +0.010 pp | 0.00% +0.000 pp | USD10.25 +185.5% | 23 qtrs — |
| 48 | FIRST TRUST ADVISORS LP | 82.2K +10.1K (+14.1%) | 2.41M +591.0K (+32.6%) | 0.27% +0.033 pp | 0.00% +0.000 pp | USD15.35 +90.6% | 6 qtrs — |
| 49 | INVESCO LTD. | 77.4K +25.7K (+49.7%) | 2.27M +963.3K (+74.0%) | 0.25% +0.083 pp | 0.00% +0.000 pp | USD17.76 +64.8% | 8 qtrs — |
| 50 | ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 76.9K +73.0 (+0.1%) | 2.25M +315.5K (+16.3%) | 0.25% 0.000 pp | 0.43% +0.028 pp | USD23.78 +23.0% | 4 qtrs — |
| 51 | ALLIANCEBERNSTEIN L.P. | 68.5K -5.9K (-7.9%) | 2.00M +132.0K (+7.0%) | 0.22% -0.019 pp | 0.00% +0.000 pp | USD24.94 +17.3% | 3 qtrs — |
| 52 | SANCTUARY ADVISORS, LLC | 67.7K +7.8K (+13.0%) | 1.98M +472.2K (+31.3%) | 0.22% +0.025 pp | 0.01% +0.002 pp | USD25.46 +14.9% | 3 qtrs — |
| 53 | BARCLAYS PLC | 63.6K +22.5K (+54.6%) | 1.86M +1.4M (+269.7%) | 0.21% +0.073 pp | 0.00% +0.000 pp | USD18.52 +58.0% | 47 qtrs — |
| 54 | LOS ANGELES CAPITAL MANAGEMENT LLC | 72.5K +15.4K (+27.1%) | 1.69M +254.9K (+17.8%) | 0.23% +0.050 pp | 0.01% +0.001 pp | USD22.49 +30.1% | 5 qtrs — |
| 55 | INSTRUMENTAL WEALTH, LLC | 60.1K +— (+0.0%) | 1.68M +275.1K (+19.6%) | 0.19% 0.000 pp | 1.01% +0.022 pp | USD16.86 +73.5% | 12 qtrs — |
| 56 | CREATIVE PLANNING | 54.8K +4.9K (+9.8%) | 1.60M +347.5K (+27.6%) | 0.18% +0.016 pp | 0.00% +0.000 pp | USD18.74 +56.1% | 5 qtrs — |
| 57 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 54.8K +54.8K (+100.0%) | 1.60M +1.6M (+100.0%) | 0.18% +0.177 pp | 0.00% +0.002 pp | USD29.26 +0.0% | 1 qtrs NEW |
| 58 | BOSTON PARTNERS | 53.2K -990.0 (-1.8%) | 1.56M +192.3K (+14.1%) | 0.17% -0.003 pp | 0.00% +0.000 pp | USD10.44 +180.3% | 7 qtrs — |
| 59 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 51.5K -2.0K (-3.7%) | 1.51M +159.8K (+11.9%) | 0.17% -0.007 pp | 0.01% +0.001 pp | USD17.04 +71.7% | 11 qtrs — |
| 60 | WELLS FARGO & COMPANY/MN | 49.9K +15.6K (+45.4%) | 1.46M +595.3K (+68.9%) | 0.16% +0.050 pp | 0.00% +0.000 pp | USD21.66 +35.1% | 47 qtrs — |
| 61 | SWISS NATIONAL BANK | 49.0K +49.0K (+100.0%) | 1.43M +1.4M (+100.0%) | 0.16% +0.159 pp | 0.00% +0.001 pp | USD29.26 +0.0% | 1 qtrs NEW |
| 62 | CITIGROUP INC | 48.8K +8.9K (+22.3%) | 1.43M +423.4K (+42.2%) | 0.16% +0.029 pp | 0.00% +0.000 pp | USD22.69 +29.0% | 9 qtrs — |
| 63 | SQUAREPOINT OPS LLC | 47.9K +1.4K (+2.9%) | 1.40M +229.9K (+19.6%) | 0.16% +0.004 pp | 0.00% +0.000 pp | USD25.30 +15.7% | 4 qtrs — |
| 64 | MILLENNIUM MANAGEMENT LLC | 47.6K -204.7K (-81.1%) | 1.39M -5.0M (-78.1%) | 0.15% -0.664 pp | 0.00% -0.002 pp | USD13.02 +124.7% | 44 qtrs — |
| 65 | IEQ CAPITAL, LLC | 43.6K +1.9K (+4.4%) | 1.28M +224.8K (+21.4%) | 0.14% +0.006 pp | 0.00% +0.001 pp | USD16.88 +73.3% | 5 qtrs — |
| 66 | SEI INVESTMENTS CO | 43.4K +15.8K (+57.2%) | 1.27M +575.4K (+82.7%) | 0.14% +0.051 pp | 0.00% +0.001 pp | USD26.55 +10.2% | 3 qtrs — |
| 67 | CERITY PARTNERS LLC | 42.5K +42.5K (+100.0%) | 1.24M +1.2M (+100.0%) | 0.14% +0.138 pp | 0.00% +0.002 pp | USD29.26 +0.0% | 1 qtrs NEW |
| 68 | MARINER, LLC | 41.2K +7.7K (+23.1%) | 1.20M +362.3K (+43.0%) | 0.13% +0.025 pp | 0.00% +0.000 pp | USD20.32 +44.0% | 5 qtrs — |
| 69 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 38.5K +11.0K (+40.0%) | 1.13M +434.6K (+62.7%) | 0.12% +0.036 pp | 0.00% +0.002 pp | USD26.18 +11.8% | 3 qtrs — |
| 70 | ADVISOR GROUP HOLDINGS, INC. | 38.2K -7.2K (-15.8%) | 1.12M +41.3K (+3.8%) | 0.12% -0.023 pp | 0.00% +0.000 pp | USD21.60 +35.5% | 12 qtrs — |
| 71 | TRUIST FINANCIAL CORP | 37.2K -1.1K (-3.0%) | 1.09M +122.9K (+12.7%) | 0.12% -0.004 pp | 0.00% +0.000 pp | USD14.42 +102.9% | 4 qtrs — |
| 72 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 35.1K +— (+0.0%) | 1.03M +143.4K (+16.2%) | 0.11% 0.000 pp | 0.00% +0.000 pp | USD12.10 +141.8% | 5 qtrs — |
| 73 | POINT72 ASSET MANAGEMENT, L.P. | 34.9K +34.9K (+100.0%) | 1.02M +1.0M (+100.0%) | 0.11% +0.113 pp | 0.00% +0.001 pp | USD29.26 +0.0% | 3 qtrs — |
| 74 | INTERVAL PARTNERS, LP | 32.4K +32.4K (+100.0%) | 947.1K +947.1K (+100.0%) | 0.10% +0.105 pp | 0.02% +0.017 pp | USD29.26 +0.0% | 1 qtrs NEW |
| 75 | VICTORY CAPITAL MANAGEMENT INC | 32.3K +— (+0.0%) | 945.1K +131.8K (+16.2%) | 0.10% 0.000 pp | 0.00% +0.000 pp | USD10.09 +190.0% | 33 qtrs — |
| 76 | NAVELLIER & ASSOCIATES INC | 31.3K -11.3K (-26.6%) | 914.6K -157.1K (-14.7%) | 0.10% -0.037 pp | 0.10% -0.006 pp | USD25.02 +16.9% | 3 qtrs — |
| 77 | LPL FINANCIAL LLC | 30.4K +10.8K (+55.0%) | 890.4K +396.1K (+80.1%) | 0.10% +0.035 pp | 0.00% +0.000 pp | USD26.47 +10.5% | 3 qtrs — |
| 78 | RHUMBLINE ADVISERS | 30.1K -3.0K (-9.0%) | 879.4K +48.1K (+5.8%) | 0.10% -0.010 pp | 0.00% +0.000 pp | USD7.46 +292.2% | 11 qtrs — |
| 79 | NEW YORK STATE COMMON RETIREMENT FUND | 29.0K +22.4K (+339.4%) | 848.5K +682.4K (+410.6%) | 0.09% +0.073 pp | 0.00% +0.001 pp | USD26.83 +9.1% | 7 qtrs — |
| 80 | VERDAD ADVISERS, LP | 28.8K +28.8K (+100.0%) | 841.9K +841.9K (+100.0%) | 0.09% +0.093 pp | 0.96% +0.964 pp | USD29.26 +0.0% | 1 qtrs NEW |
| 81 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 27.4K -8.3K (-23.2%) | 802.5K -96.4K (-10.7%) | 0.09% -0.027 pp | 0.00% 0.000 pp | USD24.99 +17.1% | 3 qtrs — |
| 82 | SG AMERICAS SECURITIES, LLC | 27.4K +118.0 (+0.4%) | 802.0K +115.0K (+16.7%) | 0.09% +0.000 pp | 0.00% -0.001 pp | USD21.62 +35.3% | 5 qtrs — |
| 83 | STATE OF WISCONSIN INVESTMENT BOARD | 27.1K -15.3K (-36.1%) | 792.0K -274.7K (-25.7%) | 0.09% -0.050 pp | 0.00% -0.001 pp | USD18.43 +58.8% | 5 qtrs — |
| 84 | STERLING CAPITAL MANAGEMENT LLC | 26.1K +79.0 (+0.3%) | 765.0K +108.7K (+16.6%) | 0.08% +0.000 pp | 0.01% +0.003 pp | USD14.49 +101.9% | 6 qtrs — |
| 85 | KESTRA PRIVATE WEALTH SERVICES, LLC | 25.8K +1.6K (+6.4%) | 755.3K +144.5K (+23.6%) | 0.08% +0.005 pp | 0.01% +0.001 pp | USD25.43 +15.1% | 2 qtrs — |
| 86 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 23.5K +21.8K (+1,317.9%) | 687.5K +645.7K (+1,547.7%) | 0.08% +0.071 pp | 0.00% +0.001 pp | USD27.68 +5.7% | 7 qtrs — |
| 87 | XTX TOPCO LTD | 22.9K +3.0K (+15.0%) | 669.2K +168.3K (+33.6%) | 0.07% +0.010 pp | 0.02% -0.008 pp | USD17.06 +71.5% | 4 qtrs — |
| 88 | CAMBRIA INVESTMENT MANAGEMENT, L.P. | 22.4K +22.4K (+100.0%) | 654.8K +654.8K (+100.0%) | 0.07% +0.072 pp | 0.04% +0.038 pp | USD29.26 +0.0% | 1 qtrs NEW |
| 89 | STRS OHIO | 22.3K -400.0 (-1.8%) | 652.5K +80.9K (+14.2%) | 0.07% -0.001 pp | 0.00% +0.000 pp | USD19.97 +46.5% | 6 qtrs — |
| 90 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 22.1K +22.1K (+100.0%) | 647.1K +647.1K (+100.0%) | 0.07% +0.072 pp | 0.14% +0.139 pp | USD29.26 +0.0% | 4 qtrs — |
| 91 | RUSSELL INVESTMENTS GROUP, LTD. | 22.0K -17.7K (-44.7%) | 642.7K -356.8K (-35.7%) | 0.07% -0.058 pp | 0.00% 0.000 pp | USD23.47 +24.7% | 37 qtrs — |
| 92 | CWM, LLC | 21.9K +1.7K (+8.3%) | 641.0K +132.0K (+25.9%) | 0.07% +0.005 pp | 0.00% +0.000 pp | USD20.01 +46.2% | 6 qtrs — |
| 93 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 20.8K -6.9K (-25.0%) | 610.0K -89.0K (-12.7%) | 0.07% -0.023 pp | 0.14% +0.020 pp | USD25.18 +16.2% | 2 qtrs — |
| 94 | GRAHAM CAPITAL MANAGEMENT, L.P. | 19.4K +789.0 (+4.2%) | 567.0K +98.9K (+21.1%) | 0.06% +0.003 pp | 0.01% +0.006 pp | USD15.42 +89.8% | 6 qtrs — |
| 95 | LEGAL & GENERAL GROUP PLC | 19.3K +16.9K (+705.3%) | 566.0K +505.5K (+835.8%) | 0.06% +0.055 pp | 0.00% +0.000 pp | USD26.88 +8.9% | 7 qtrs — |
| 96 | DEUTSCHE BANK AG\ | 18.8K +2.1K (+12.3%) | 551.1K +128.9K (+30.5%) | 0.06% +0.007 pp | 0.00% +0.000 pp | USD12.17 +140.4% | 7 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 106 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Cambria Value and Momentum ETF VAMO | 1.64% | 1.74M | 0.65% |
| 2 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.80% | 2.09M | 0.65% |
| 3 | First Trust Active Factor Small Cap ETF AFSM | 0.54% | 613.0K | 0.75% |
| 4 | iShares US Small Cap Value Factor ETF SVAL | 0.35% | 697.8K | 0.20% |
| 5 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.34% | 99.0K | 0.60% |
| 6 | Applied Finance IVS US SMID ETF IVSS | 0.23% | 29.1K | 0.59% |
| 7 | Barron's 400SM ETF BFOR | 0.22% | 498.1K | 0.65% |
| 8 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.19% | 3.26M | 0.47% |
| 9 | iShares Micro-Cap ETF IWC | 0.16% | 2.34M | 0.60% |
| 10 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.11% | 1.14M | 0.20% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
8
Shares acquired
—
Shares disposed
68.0K
Cash buys
—
Cash sales
8.00
Net activity
-68,024
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | Binnun Sharon | Officer | S-Sale | D | Common Stock | 9,200 | 28.99 | 266.8K | 123,988 | D | ↗ |
| 2026-04-20 | Garateix Ernie J | Director / Officer | S-Sale | D | Common Stock | 8,034 | 27.52 | 221.1K | 1,061,255 | D | ↗ |
| 2026-04-02 | Moura Timothy | Officer | S-Sale | D | Common Stock | 8,444 | 25.13 | 212.2K | 176,370 | D | ↗ |
| 2026-04-01 | Moura Timothy | Officer | S-Sale | D | Common Stock | 24,619 | 25.78 | 634.6K | 185,916 | D | ↗ |
| 2026-04-01 | Binnun Sharon | Officer | S-Sale | D | Common Stock | 8,700 | 25.69 | 223.5K | 133,688 | D | ↗ |
| 2026-03-20 | Garateix Ernie J | Director / Officer | S-Sale | D | Common Stock | 8,334 | 25.39 | 211.6K | 1,069,289 | D | ↗ |
| 2026-03-19 | Moura Timothy | Officer | S-Sale | D | Common Stock | 28,223 | 26.60 | 750.8K | 211,445 | D | ↗ |
| 2026-03-17 | Binnun Sharon | Officer | S-Sale | D | Common Stock | 7,893 | 28.35 | 223.8K | 142,388 | D | ↗ |
| 2026-03-12 | Moura Timothy | Officer | F-InKind | D | Common Stock | 47,549 | 28.14 | 1.34M | 239,668 | D | ↗ |
| 2026-03-12 | Lusk Kirk | Officer | F-InKind | D | Common Stock | 72,549 | 28.14 | 2.04M | 502,522 | D | ↗ |
| 2026-03-12 | JOHNS TIMOTHY E | Officer | F-InKind | D | Common Stock | 10,588 | 28.14 | 297.9K | 28,938 | D | ↗ |
| 2026-03-12 | Garateix Ernie J | Director / Officer | F-InKind | D | Common Stock | 149,632 | 28.14 | 4.21M | 1,077,623 | D | ↗ |
| 2026-03-12 | Binnun Sharon | Officer | F-InKind | D | Common Stock | 36,274 | 28.14 | 1.02M | 150,281 | D | ↗ |
| 2026-03-05 | Moura Timothy | Officer | A-Award | A | Common Stock | 4,337 | 0.00 | — | 270,955 | D | ↗ |
| 2026-03-05 | Lusk Kirk | Officer | A-Award | A | Common Stock | 27,487 | 0.00 | — | 575,071 | D | ↗ |
| 2026-03-05 | JOHNS TIMOTHY E | Officer | A-Award | A | Common Stock | 764 | 0.00 | — | 37,691 | D | ↗ |
| 2026-03-05 | Garateix Ernie J | Director / Officer | A-Award | A | Common Stock | 81,125 | 0.00 | — | 1,227,255 | D | ↗ |
| 2026-03-05 | Binnun Sharon | Officer | A-Award | A | Common Stock | 3,037 | 0.00 | — | 174,408 | D | ↗ |
| 2026-02-20 | Garateix Ernie J | Director / Officer | S-Sale | D | Common Stock | 8,134 | 24.10 | 196.0K | 1,120,370 | D | ↗ |
| 2026-01-20 | Garateix Ernie J | Director / Officer | S-Sale | D | Common Stock | 8,234 | 26.02 | 214.2K | 1,128,604 | D | ↗ |
| 2025-12-22 | Garateix Ernie J | Director / Officer | S-Sale | D | Common Stock | 8,334 | 29.48 | 245.7K | 1,136,838 | D | ↗ |
| 2025-12-15 | Moura Timothy | Officer | F-InKind | D | Common Stock | 9,516 | 29.57 | 281.4K | 266,618 | D | ↗ |
| 2025-12-15 | Lusk Kirk | Officer | F-InKind | D | Common Stock | 18,112 | 29.57 | 535.6K | 532,313 | D | ↗ |
| 2025-12-15 | JOHNS TIMOTHY E | Officer | F-InKind | D | Common Stock | 2,112 | 29.57 | 62.5K | 36,927 | D | ↗ |
| 2025-12-15 | Garateix Ernie J | Director / Officer | F-InKind | D | Common Stock | 40,634 | 29.57 | 1.20M | 1,145,172 | D | ↗ |
| 2025-12-15 | Binnun Sharon | Officer | F-InKind | D | Common Stock | 4,635 | 29.57 | 137.1K | 171,371 | D | ↗ |
| 2025-12-12 | Garateix Ernie J | Director / Officer | S-Sale | D | Common Stock | 1,709 | 28.85 | 49.3K | 1,185,806 | D | ↗ |
| 2025-12-11 | Garateix Ernie J | Director / Officer | S-Sale | D | Common Stock | 6,291 | 28.42 | 178.8K | 1,187,515 | D | ↗ |
| 2025-12-09 | Garateix Ernie J | Director / Officer | S-Sale | D | Common Stock | 7,000 | 28.36 | 198.5K | 1,193,806 | D | ↗ |
| 2025-12-02 | Lusk Kirk | Officer | S-Sale | D | Common Stock | 8,331 | 28.21 | 235.0K | 550,425 | D | ↗ |
| 2025-11-20 | Garateix Ernie J | Director / Officer | S-Sale | D | Common Stock | 4,360 | 26.27 | 114.5K | 1,204,780 | D | ↗ |
| 2025-11-18 | WIDDICOMBE RICHARD A | Director | S-Sale | D | Common Stock | 50,000 | 29.40 | 1.47M | 449,047 | D | ↗ |
| 2025-11-13 | Garateix Ernie J | Director / Officer | S-Sale | D | Common Stock | 5,000 | 30.77 | 153.8K | 1,209,140 | D | ↗ |
| 2025-11-12 | Garateix Ernie J | Director / Officer | S-Sale | D | Common Stock | 5,000 | 30.39 | 152.0K | 1,214,140 | D | ↗ |
| 2025-11-11 | Garateix Ernie J | Director / Officer | S-Sale | D | Common Stock | 10,000 | 29.10 | 291.0K | 1,219,140 | D | ↗ |
| 2025-11-05 | Lusk Kirk | Officer | S-Sale | D | Common Stock | 19,929 | 24.18 | 481.8K | 558,756 | D | ↗ |
| 2025-11-04 | Lusk Kirk | Officer | S-Sale | D | Common Stock | 71 | 24.00 | 1.7K | 578,685 | D | ↗ |
| 2025-10-20 | Garateix Ernie J | Director / Officer | S-Sale | D | Common Stock | 867 | 23.02 | 20.0K | 1,229,140 | D | ↗ |
| 2025-10-14 | WIDDICOMBE RICHARD A | Director | S-Sale | D | Common Stock | 8,999 | 25.90 | 233.1K | 590,048 | D | ↗ |
| 2025-10-03 | Lusk Kirk | Officer | S-Sale | D | Common Stock | 6,803 | 24.16 | 164.4K | 578,756 | D | ↗ |
| 2025-10-01 | Lusk Kirk | Officer | S-Sale | D | Common Stock | 9,397 | 24.61 | 231.3K | 589,359 | D | ↗ |
| 2025-09-22 | Garateix Ernie J | Director / Officer | S-Sale | D | Common Stock | 7,267 | 27.08 | 196.8K | 1,238,541 | D | ↗ |
| 2025-09-16 | WIDDICOMBE RICHARD A | Director | S-Sale | D | Common Stock | 57,138 | 23.88 | 1.36M | 641,909 | D | ↗ |
| 2025-09-15 | Garateix Ernie J | Director / Officer | S-Sale | D | Common Stock | 25,000 | 24.61 | 615.3K | 1,245,808 | D | ↗ |
| 2025-09-12 | Lusk Kirk | Officer | S-Sale | D | Common Stock | 20,000 | 24.17 | 483.4K | 598,756 | D | ↗ |
| 2025-09-05 | Binnun Sharon | Officer | S-Sale | D | Common Stock | 21,000 | 24.47 | 513.9K | 176,006 | D | ↗ |
| 2025-08-08 | WHITING PAUL L | Director | P-Purchase | A | Common Stock | 2,500 | 20.50 | 51.2K | 87,126 | D | ↗ |
| 2025-06-10 | WIDDICOMBE RICHARD A | Director | A-Award | A | Common Stock | 2,550 | 0.00 | — | 699,047 | D | ↗ |
| 2025-06-10 | WHITING PAUL L | Director | A-Award | A | Common Stock | 2,550 | 0.00 | — | 84,626 | D | ↗ |
| 2025-06-10 | Vattamattam Joseph | Director | A-Award | A | Common Stock | 2,550 | 0.00 | — | 61,060 | D | ↗ |
| 2025-06-10 | Berset Mark S | Director | A-Award | A | Common Stock | 2,550 | 0.00 | — | 276,469 | D | ↗ |
| 2025-06-10 | Barlas Irini | Director | A-Award | A | Common Stock | 2,550 | 0.00 | — | 68,319 | I | ↗ |
| 2025-06-10 | Apostolou Panagiotis | Director | A-Award | A | Common Stock | 2,550 | 0.00 | — | 167,269 | D | ↗ |
| 2025-06-09 | WHITING PAUL L | Director | P-Purchase | A | Common Stock | 2,500 | 22.36 | 55.9K | 82,076 | D | ↗ |
| 2025-05-21 | Walvekar Vijay | Director | S-Sale | D | Common Stock | 34,100 | 23.27 | 793.5K | 203,682 | I | ↗ |
| 2025-05-09 | Apostolou Panagiotis | Director | S-Sale | D | Common Stock | 25,000 | 25.40 | 635.0K | 164,719 | D | ↗ |
| 2025-03-14 | WHITING PAUL L | Director | P-Purchase | A | Common Stock | 10,000 | 13.35 | 133.5K | 79,576 | D | ↗ |
| 2025-03-14 | Lusk Kirk | Officer | P-Purchase | A | Common Stock | 6,000 | 13.85 | 83.1K | 618,756 | D | ↗ |
| 2025-03-14 | Garateix Ernie J | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 12.77 | 63.9K | 1,270,808 | D | ↗ |
| 2025-03-11 | Moura Timothy | Officer | A-Award | A | Common Stock | 8,207 | 0.00 | — | 249,871 | D | ↗ |
| 2025-03-11 | Lusk Kirk | Officer | A-Award | A | Common Stock | 52,020 | 0.00 | — | 612,756 | D | ↗ |
| 2025-03-11 | JOHNS TIMOTHY E. | Officer | A-Award | A | Common Stock | 1,263 | 0.00 | — | 35,251 | D | ↗ |
| 2025-03-11 | Garateix Ernie J | Director / Officer | A-Award | A | Common Stock | 55,271 | 0.00 | — | 1,088,939 | D | ↗ |
| 2025-03-11 | Binnun Sharon | Officer | A-Award | A | Common Stock | 6,761 | 0.00 | — | 169,961 | D | ↗ |
| 2024-12-13 | Moura Timothy | Officer | F-InKind | D | Common Stock | 9,478 | 12.58 | 119.2K | 241,664 | D | ↗ |
| 2024-12-13 | Lusk Kirk | Officer | F-InKind | D | Common Stock | 17,444 | 12.58 | 219.4K | 532,992 | D | ↗ |
| 2024-12-13 | JOHNS TIMOTHY E. | Officer | F-InKind | D | Common Stock | 1,910 | 12.58 | 24.0K | 33,988 | D | ↗ |
| 2024-12-13 | Garateix Ernie J | Director / Officer | F-InKind | D | Common Stock | 42,866 | 12.58 | 539.3K | 1,033,668 | D | ↗ |
| 2024-12-13 | Binnun Sharon | Officer | F-InKind | D | Common Stock | 3,678 | 12.58 | 46.3K | 163,200 | D | ↗ |
| 2024-11-22 | Pappas Nicholas George | Director | S-Sale | D | Common Stock | 4,000 | 12.64 | 50.6K | 76,314 | D | ↗ |
| 2024-11-11 | Garateix Ernie J | Director / Officer | P-Purchase | A | Common Stock | 3,950 | 12.53 | 49.5K | 1,076,534 | D | ↗ |
| 2024-08-16 | WIDDICOMBE RICHARD A | Director | P-Purchase | A | Common Stock | 4,437 | 14.55 | 64.6K | 696,497 | — | ↗ |
| 2024-08-09 | Garateix Ernie J | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 8.59 | 43.0K | 1,072,584 | — | ↗ |
| 2024-06-05 | Walvekar Vijay | Director | A-Award | A | Common Stock | 4,914 | 0.00 | — | 77,901 | — | ↗ |
| 2024-06-05 | WIDDICOMBE RICHARD A | Director | A-Award | A | Common Stock | 4,914 | 0.00 | — | 696,497 | — | ↗ |
| 2024-06-05 | WHITING PAUL L | Director | A-Award | A | Common Stock | 4,914 | 0.00 | — | 69,576 | — | ↗ |
| 2024-06-05 | Vattamattam Joseph | Director | A-Award | A | Common Stock | 4,914 | 0.00 | — | 58,510 | — | ↗ |
| 2024-06-05 | Pappas Nicholas George | Director | A-Award | A | Common Stock | 4,914 | 0.00 | — | 80,314 | — | ↗ |
| 2024-06-05 | Berset Mark S | Director | A-Award | A | Common Stock | 4,914 | 0.00 | — | 273,919 | — | ↗ |
| 2024-06-05 | Barlas Irini | Director | A-Award | A | Common Stock | 4,914 | 0.00 | — | 65,769 | — | ↗ |
| 2024-06-05 | Apostolou Panagiotis | Director | A-Award | A | Common Stock | 4,914 | 0.00 | — | 189,719 | — | ↗ |
| 2024-05-28 | WHITING PAUL L | Director | P-Purchase | A | Common Stock | 5,000 | 7.74 | 38.7K | 64,662 | — | ↗ |
| 2024-05-08 | Pappas Nicholas George | Director | S-Sale | D | Common Stock | 6,000 | 8.56 | 51.4K | 75,400 | — | ↗ |
| 2024-05-06 | WHITING PAUL L | Director | P-Purchase | A | Common Stock | 50,000 | 8.35 | 417.5K | 59,662 | — | ↗ |
| 2024-05-06 | Lusk Kirk | Officer | P-Purchase | A | Common Stock | 5,000 | 8.11 | 40.6K | 550,436 | — | ↗ |
| 2024-05-06 | Garateix Ernie J | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 8.19 | 41.0K | 1,062,584 | — | ↗ |
| 2024-03-26 | Pappas Nicholas George | Director | S-Sale | D | Common Stock | 1,000 | 10.87 | 10.9K | 81,400 | — | ↗ |
| 2024-03-21 | Hyer Raymond T | 10% Owner | G-Gift | D | COMMON STOCK | 500,000 | 0.00 | — | 2,459,263 | — | ↗ |
| 2024-03-14 | WHITING PAUL L | Director | P-Purchase | A | Common Stock | 20,000 | 8.14 | 162.8K | 20,000 | — | ↗ |
| 2024-03-14 | Pappas Nicholas George | Director | S-Sale | D | Common Stock | 1,100 | 7.94 | 8.7K | 82,400 | — | ↗ |
| 2024-02-29 | Pappas Nicholas George | Director | S-Sale | D | Common Stock | 1,300 | 7.06 | 9.2K | 83,500 | — | ↗ |
| 2024-02-26 | Moura Timothy | Officer | A-Award | A | Common Stock | 13,889 | 0.00 | — | 232,623 | — | ↗ |
| 2024-02-26 | Lusk Kirk | Officer | A-Award | A | Common Stock | 45,584 | 0.00 | — | 488,456 | — | ↗ |
| 2024-02-26 | JOHNS TIMOTHY E. | Officer | A-Award | A | Common Stock | 3,205 | 0.00 | — | 35,898 | — | ↗ |
| 2024-02-26 | Garateix Ernie J | Director / Officer | A-Award | A | Common Stock | 90,812 | 0.00 | — | 912,285 | — | ↗ |
| 2024-02-26 | Binnun Sharon | Officer | A-Award | A | Common Stock | 29,915 | 0.00 | — | 166,878 | — | ↗ |
| 2024-02-02 | Pappas Nicholas George | Director | S-Sale | D | Common Stock | 1,500 | 5.93 | 8.9K | 84,800 | — | ↗ |
| 2023-12-28 | Pappas Nicholas George | Director | S-Sale | D | Common Stock | 1,250 | 6.65 | 8.3K | 86,300 | — | ↗ |
| 2023-12-19 | Hyer Raymond T | 10% Owner | P-Purchase | A | COMMON STOCK | 148,148 | 6.75 | 1,000.0K | 2,959,263 | — | ↗ |
| 2023-12-15 | Moura Timothy | Officer | F-InKind | D | Common Stock | 9,018 | 6.51 | 58.7K | 218,734 | — | ↗ |
| 2023-12-15 | Lusk Kirk | Officer | F-InKind | D | Common Stock | 12,816 | 6.51 | 83.4K | 442,872 | — | ↗ |
| 2023-12-15 | JOHNS TIMOTHY E. | Officer | F-InKind | D | Common Stock | 1,307 | 6.51 | 8.5K | 30,556 | — | ↗ |
| 2023-12-15 | Garateix Ernie J | Director / Officer | F-InKind | D | Common Stock | 37,864 | 6.51 | 246.5K | 821,473 | — | ↗ |
| 2023-12-15 | Binnun Sharon | Officer | F-InKind | D | Common Stock | 3,660 | 6.51 | 23.8K | 125,745 | — | ↗ |
| 2023-12-14 | WHITING PAUL L | Director | P-Purchase | A | Common Stock | 40,871 | 7.34 | 300.0K | 40,871 | — | ↗ |
| 2023-12-14 | Garateix Ernie J | Director / Officer | P-Purchase | A | Common Stock | 27,247 | 7.34 | 200.0K | 859,337 | — | ↗ |
| 2023-12-06 | Pappas Nicholas George | Director | S-Sale | D | Common Stock | 1,000 | 8.91 | 8.9K | 87,550 | — | ↗ |
| 2023-11-16 | Moura Timothy | Officer | D-Return | D | Common Stock | 58,790 | 0.00 | — | 227,752 | — | ↗ |
| 2023-11-16 | Lusk Kirk | Officer | D-Return | D | Common Stock | 72,655 | 0.00 | — | 455,688 | — | ↗ |
| 2023-11-16 | Garateix Ernie J | Director / Officer | D-Return | D | Common Stock | 244,688 | 0.00 | — | 859,337 | — | ↗ |
| 2023-11-16 | Binnun Sharon | Officer | D-Return | D | Common Stock | 44,092 | 0.00 | — | 129,405 | — | ↗ |
| 2023-07-11 | Moura Timothy | Officer | A-Award | A | Common Stock | 98,039 | 0.00 | — | 286,542 | — | ↗ |
| 2023-07-11 | Lusk Kirk | Officer | A-Award | A | Common Stock | 73,529 | 0.00 | — | 332,265 | — | ↗ |
| 2023-07-11 | JOHNS TIMOTHY E. | Officer | A-Award | A | Common Stock | 22,059 | 0.00 | — | 31,863 | — | ↗ |
| 2023-07-11 | Garateix Ernie J | Director / Officer | A-Award | A | Common Stock | 202,206 | 0.00 | — | 672,366 | — | ↗ |
| 2023-07-11 | Binnun Sharon | Officer | A-Award | A | Common Stock | 19,608 | 0.00 | — | 75,458 | — | ↗ |
| 2023-06-19 | Walvekar Vijay | Director | A-Award | A | Common Stock | 7,968 | 0.00 | — | 71,293 | — | ↗ |
| 2023-06-19 | WIDDICOMBE RICHARD A | Director | A-Award | A | Common Stock | 7,968 | 0.00 | — | 689,889 | — | ↗ |
| 2023-06-19 | WHITING PAUL L | Director | A-Award | A | Common Stock | 7,968 | 0.00 | — | 7,968 | — | ↗ |
| 2023-06-19 | Vattamattam Joseph | Director | A-Award | A | Common Stock | 7,968 | 0.00 | — | 51,902 | — | ↗ |
| 2023-06-19 | Pappas Nicholas George | Director | A-Award | A | Common Stock | 7,968 | 0.00 | — | 86,856 | — | ↗ |
| 2023-06-19 | Berset Mark S | Director | A-Award | A | Common Stock | 7,968 | 0.00 | — | 267,311 | — | ↗ |
| 2023-06-19 | Barlas Irini | Director | A-Award | A | Common Stock | 7,968 | 0.00 | — | 35,857 | — | ↗ |
| 2023-06-19 | Apostolou Panagiotis | Director | A-Award | A | Common Stock | 7,968 | 0.00 | — | 183,111 | — | ↗ |
| 2023-05-07 | Garateix Ernie J | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 8.21 | 41.1K | 1,067,584 | — | ↗ |
| 2023-03-21 | WIDDICOMBE RICHARD A | Director | P-Purchase | A | Common Stock | 5,000 | 3.01 | 15.1K | 681,921 | — | ↗ |
| 2023-03-17 | Garateix Ernie J | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 3.15 | 3.2K | 470,160 | — | ↗ |
| 2023-03-16 | Garateix Ernie J | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 3.07 | 3.1K | 469,160 | — | ↗ |
| 2023-03-03 | WHITING PAUL L | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-02-13 | Hyer Raymond T | 10% Owner | P-Purchase | A | COMMON STOCK | 202,460 | 1.96 | 396.8K | 2,811,115 | — | ↗ |
| 2023-01-01 | Moura Timothy | Officer | F-InKind | D | Common Stock | 4,200 | 1.80 | 7.6K | 151,738 | — | ↗ |
| 2022-12-21 | Moura Timothy | Officer | F-InKind | D | Common Stock | 1,563 | 1.94 | 3.0K | 155,938 | — | ↗ |
| 2022-12-21 | Garateix Ernie J | Officer | F-InKind | D | Common Stock | 5,913 | 1.94 | 11.5K | 477,336 | — | ↗ |
| 2022-11-30 | Garateix Ernie J | Officer | P-Purchase | A | Common Stock | 2,000 | 1.67 | 3.3K | 483,249 | — | ↗ |
| 2022-11-18 | Garateix Ernie J | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 1.38 | 6.9K | 481,249 | — | ↗ |
| 2022-11-16 | Moura Timothy | Officer | P-Purchase | A | Common Stock | 25,000 | 1.40 | 35.0K | 159,025 | — | ↗ |
| 2022-11-16 | Lusk Kirk | Officer | P-Purchase | A | Common Stock | 25,000 | 1.36 | 34.0K | 258,736 | — | ↗ |
| 2022-11-16 | Garateix Ernie J | Officer | P-Purchase | A | Common Stock | 5,000 | 1.35 | 6.8K | 476,249 | — | ↗ |
| 2022-11-14 | Garateix Ernie J | Officer | P-Purchase | A | Common Stock | 10,250 | 1.39 | 14.2K | 471,249 | — | ↗ |
| 2022-11-11 | Hyer Raymond T | Director | P-Purchase | A | COMMON STOCK | 130,000 | 1.41 | 183.3K | 2,609 | — | ↗ |
| 2022-11-10 | Hyer Raymond T | Director | P-Purchase | A | COMMON STOCK | 158,660 | 1.33 | 211.0K | 2,478,655 | — | ↗ |
| 2022-10-21 | Hyer Raymond T | Director | P-Purchase | A | Common Stock | 229,995 | 1.38 | 317.4K | 2,319,995 | — | ↗ |
| 2022-08-02 | Hyer Raymond T | 10% Owner | — | D | COMMON STOCK | 0 | 0.00 | — | 2,090,000 | — | ↗ |
| 2022-06-30 | WIDDICOMBE RICHARD A | Director | P-Purchase | A | Common Stock | 10,000 | 2.63 | 26.3K | 676,921 | — | ↗ |
| 2022-06-30 | Lusk Kirk | Officer | P-Purchase | A | Common Stock | 10,000 | 2.61 | 26.1K | 233,736 | — | ↗ |
| 2022-06-30 | Garateix Ernie J | Officer | P-Purchase | A | Common Stock | 10,000 | 2.69 | 26.9K | 460,999 | — | ↗ |
| 2022-06-23 | Walvekar Vijay | Director | A-Award | A | Common Stock | 12,422 | 0.00 | — | 63,325 | — | ↗ |
| 2022-06-23 | WIDDICOMBE RICHARD A | Director | A-Award | A | Common Stock | 12,422 | 0.00 | — | 666,921 | — | ↗ |
| 2022-06-23 | Vattamattam Joseph | Director | A-Award | A | Common Stock | 12,422 | 0.00 | — | 43,934 | — | ↗ |
| 2022-06-23 | Pappas Nicholas George | Director | A-Award | A | Common Stock | 12,422 | 0.00 | — | 78,888 | — | ↗ |
| 2022-06-23 | Martindale Steven C. | Director | A-Award | A | Common Stock | 12,422 | 0.00 | — | 22,828 | — | ↗ |
| 2022-06-23 | Berset Mark S | Director | A-Award | A | Common Stock | 12,422 | 0.00 | — | 259,343 | — | ↗ |
| 2022-06-23 | Barlas Irini | Director | A-Award | A | Common Stock | 12,422 | 0.00 | — | 27,889 | — | ↗ |
| 2022-06-23 | Apostolou Panagiotis | Director | A-Award | A | Common Stock | 12,422 | 0.00 | — | 175,143 | — | ↗ |
| 2022-05-10 | Garateix Ernie J | Officer | P-Purchase | A | Common Stock | 3,125 | 3.20 | 10.0K | 450,999 | — | ↗ |
| 2022-03-16 | Moura Timothy | Officer | A-Award | A | Common Stock | 11,161 | 0.00 | — | 104,263 | — | ↗ |
| 2022-03-16 | Lusk Kirk | Officer | A-Award | A | Common Stock | 22,321 | 0.00 | — | 179,093 | — | ↗ |
| 2022-03-16 | Garateix Ernie J | Officer | A-Award | A | Common Stock | 148,810 | 0.00 | — | 447,874 | — | ↗ |
| 2022-03-16 | Binnun Sharon | Officer | A-Award | A | Common Stock | 5,952 | 0.00 | — | 33,529 | — | ↗ |
| 2022-01-01 | Walvekar Vijay | Director | A-Award | A | Common Stock | 2,721 | 0.00 | — | 50,903 | — | ↗ |
| 2022-01-01 | WIDDICOMBE RICHARD A | Director | A-Award | A | Common Stock | 2,721 | 0.00 | — | 654,499 | — | ↗ |
| 2022-01-01 | Vattamattam Joseph | Director | A-Award | A | Common Stock | 2,721 | 0.00 | — | 54,162 | — | ↗ |
| 2022-01-01 | Pappas Nicholas George | Director | A-Award | A | Common Stock | 2,721 | 0.00 | — | 66,466 | — | ↗ |
| 2022-01-01 | Moura Timothy | Officer | F-InKind | D | Common Stock | 4,299 | 5.88 | 25.3K | 93,102 | — | ↗ |
| 2022-01-01 | Martindale Steven C. | Director | A-Award | A | Common Stock | 2,721 | 0.00 | — | 10,406 | — | ↗ |
| 2022-01-01 | Lusk Kirk | Officer | F-InKind | D | Common Stock | 5,500 | 5.88 | 32.3K | 156,772 | — | ↗ |
| 2022-01-01 | Berset Mark S | Director | A-Award | A | Common Stock | 2,721 | 0.00 | — | 246,921 | — | ↗ |
| 2022-01-01 | Barlas Irini | Director | A-Award | A | Common Stock | 2,721 | 0.00 | — | 15,467 | — | ↗ |
| 2022-01-01 | Apostolou Panagiotis | Director | A-Award | A | Common Stock | 2,721 | 0.00 | — | 162,721 | — | ↗ |
| 2021-12-27 | Moura Timothy | Officer | F-InKind | D | Common Stock | 1,645 | 5.89 | 9.7K | 97,401 | — | ↗ |
| 2021-12-27 | Lusk Kirk | Officer | F-InKind | D | Common Stock | 1,727 | 5.89 | 10.2K | 162,272 | — | ↗ |
| 2021-12-27 | Garateix Ernie J | Officer | F-InKind | D | Common Stock | 5,912 | 5.89 | 34.8K | 224,659 | — | ↗ |
| 2021-10-16 | Moura Timothy | Officer | A-Award | A | Common Stock | 10,885 | 0.00 | — | 70,018 | — | ↗ |
| 2021-10-16 | Binnun Sharon | Officer | A-Award | A | Common Stock | 5,806 | 0.00 | — | 5,806 | — | ↗ |
| 2021-09-23 | Martindale Steven C. | Director | P-Purchase | A | Common Stock | 1,235 | 7.16 | 8.8K | 7,685 | — | ↗ |
| 2021-09-17 | WIDDICOMBE RICHARD A | Director | P-Purchase | A | Common Stock | 10,000 | 5.84 | 58.4K | 651,778 | — | ↗ |
| 2021-09-17 | Garateix Ernie J | Officer | P-Purchase | A | Common Stock | 3,000 | 5.68 | 17.0K | 230,571 | — | ↗ |
| 2021-09-16 | Lusk Kirk | Officer | P-Purchase | A | Common Stock | 8,650 | 5.75 | 49.7K | 163,999 | — | ↗ |
| 2021-08-18 | Garateix Ernie J | Officer | P-Purchase | A | Common Stock | 1,000 | 6.76 | 6.8K | 227,571 | — | ↗ |
| 2021-05-26 | Garateix Ernie J | Officer | P-Purchase | A | Common Stock | 500 | 8.30 | 4.2K | 226,571 | — | ↗ |
| 2021-05-14 | Garateix Ernie J | Officer | P-Purchase | A | Common Stock | 1,000 | 8.63 | 8.6K | 226,071 | — | ↗ |
| 2021-04-13 | Lusk Kirk | Officer | A-Award | A | Common Stock | 14,006 | 0.00 | — | 127,337 | — | ↗ |
| 2021-01-04 | Garateix Ernie J | Officer | A-Award | A | Common Stock | 95,878 | 0.00 | — | 225,071 | — | ↗ |
| 2021-01-01 | Moura Timothy | Officer | F-InKind | D | COMMON STOCK | 5,000 | 10.13 | 50.7K | 59,133 | — | ↗ |
| 2021-01-01 | Lusk Kirk | Officer | F-InKind | D | COMMON STOCK | 7,500 | 10.13 | 76.0K | 113,331 | — | ↗ |
| 2020-12-31 | JOHNS TIMOTHY E. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-11-04 | WIDDICOMBE RICHARD A | Director / Officer | D-Return | D | Common Stock | 50,000 | 0.00 | — | 641,778 | — | ↗ |
| 2020-11-04 | Lucas Bruce | Director / Officer | D-Return | D | Common Stock | 150,000 | 0.00 | — | 576,859 | — | ↗ |
| 2020-11-04 | Garateix Ernie J | Officer | D-Return | D | Common Stock | 25,000 | 0.00 | — | 81,254 | — | ↗ |
| 2020-09-02 | Martindale Steven C. | Director | P-Purchase | A | Common Stock | 628 | 13.03 | 8.2K | 6,450 | — | ↗ |
| 2020-04-03 | Moura Timothy | Officer | — | D | COMMON STOCK | 0 | 0.00 | — | 64,133 | — | ↗ |
| 2020-03-12 | Garateix Ernie J | Officer | P-Purchase | A | Common Stock | 1,000 | 9.60 | 9.6K | 106,254 | — | ↗ |
| 2020-03-10 | Garateix Ernie J | Officer | P-Purchase | A | Common Stock | 1,000 | 11.03 | 11.0K | 105,254 | — | ↗ |
| 2020-01-01 | Lusk Kirk | Officer | F-InKind | D | Common Stock | 7,500 | 13.25 | 99.4K | 120,831 | — | ↗ |
| 2019-11-11 | Lucas Bruce | Director / Officer | S-Sale | D | Common Stock | 75,000 | 14.37 | 1.08M | 726,859 | — | ↗ |
| 2019-11-04 | WIDDICOMBE RICHARD A | Director / Officer | D-Return | D | Common Stock | 50,000 | 0.00 | — | 691,778 | — | ↗ |
| 2019-11-04 | Lucas Bruce | Director / Officer | D-Return | D | Common Stock | 150,000 | 0.00 | — | 801,859 | — | ↗ |
| 2019-11-04 | Garateix Ernie J | Officer | D-Return | D | Common Stock | 25,000 | 0.00 | — | 104,254 | — | ↗ |
| 2019-08-07 | Martindale Steven C. | Director | P-Purchase | A | Common Stock | 671 | 13.89 | 9.3K | 5,821 | — | ↗ |
| 2019-07-15 | Berset Mark S | Director | — | I | Common Stock | 0 | 0.00 | — | 316,400 | — | ↗ |
Executive team
Top executives
EBIT / Employee
494.7K
Shares Outstanding
30.72M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Ernie Garateix CEO | 875.5K | — | 2.76M | — | 1.66M | 45.1K | 5.34M | 51.63% | ↗ |
| 2 | 2025 | Kirk Lusk CFO | 824.0K | — | 947.6K | — | 782.8K | 55.5K | 2.61M | 36.31% | ↗ |
| 3 | 2025 | Tim Moura President, NBIC | 650.0K | — | 409.5K | — | 218.9K | 35.4K | 1.31M | 31.17% | ↗ |
| 4 | 2024 | Ernie Garateix CEO | 850.0K | — | 1.66M | — | 1.49M | 336.7K | 4.33M | 38.24% | ↗ |
| 5 | 2024 | Ernie Garateix CEO | 850.0K | — | 1.66M | — | 1.49M | 336.7K | 4.33M | 38.24% | ↗ |
| 6 | 2024 | Kirk Lusk CFO | 800.0K | — | 720.0K | — | 736.0K | 337.6K | 2.59M | 27.76% | ↗ |
| 7 | 2024 | Kirk Lusk CFO | 800.0K | — | 720.0K | — | 736.0K | 337.6K | 2.59M | 27.76% | ↗ |
| 8 | 2024 | Tim Moura President, NBIC | 650.0K | — | 227.5K | — | 247.4K | 62.9K | 1.19M | 19.15% | ↗ |
| 9 | 2024 | Tim Moura President, NBIC | 650.0K | — | 227.5K | — | 247.4K | 62.9K | 1.19M | 19.15% | ↗ |
| 10 | 2023 | Ernie Garateix CEO | 1.00M | — | 2.48M | — | 1.48M | 43.4K | 5.00M | 49.52% | ↗ |
| 11 | 2023 | Kirk Lusk CFO | 950.0K | — | 1.10M | — | 447.0K | 47.8K | 2.54M | 43.23% | ↗ |
| 12 | 2023 | Tim Moura President, NBIC | 950.0K | — | 550.0K | — | 153.8K | 27.4K | 1.68M | 32.72% | ↗ |
| 13 | 2022 | Ernie Garateix CEO | 1.02M | — | 1.00M | — | 306.0K | 36.1K | 2.37M | 42.27% | ↗ |
| 14 | 2022 | Kirk Lusk CFO | 950.0K | — | 375.0K | — | 101.2K | 37.1K | 1.46M | 25.63% | ↗ |
| 15 | 2022 | Tim Moura President, NBIC | 950.0K | — | 175.0K | — | 33.3K | 16.2K | 1.17M | 14.90% | ↗ |
| 16 | 2021 | Ernie Garateix CEO | 1.00M | — | 1.25M | — | 740.0K | 24.3K | 3.01M | 41.47% | ↗ |
| 17 | 2021 | Kirk Lusk, CFO | 950.0K | — | 375.0K | — | 183.0K | 41.1K | 1.55M | 24.21% | ↗ |
| 18 | 2021 | Kirk Lusk CFO | 950.0K | — | 375.0K | — | 183.0K | 41.1K | 1.55M | 24.21% | ↗ |
| 19 | 2021 | Tim Moura President, NBIC | 993.0K | — | 225.0K | — | 102.0K | 17.0K | 1.34M | 16.83% | ↗ |
| 20 | 2021 | Sharon Binnun Chief Accounting Officer | 490.5K | — | 140.0K | — | 74.0K | 24.2K | 728.6K | 19.21% | ↗ |
| 21 | 2021 | Tim Johns President, Zephyr Insurance Company | 300.0K | — | — | — | 125.0K | 29.4K | 454.4K | 0.00% | ↗ |
| 22 | 2020 | Bruce Lucas* Former Chairman and CEO | 2.28M | — | — | — | — | 5.51M | 7.79M | 0.00% | ↗ |
| 23 | 2020 | Richard Widdicombe Former President | 1.93M | — | — | — | — | 2.63M | 4.56M | 0.00% | ↗ |
| 24 | 2020 | Ernie Garateix CEO | 1.00M | — | — | — | 750.0K | 34.5K | 1.78M | 0.00% | ↗ |
| 25 | 2020 | Ernie Garateix* CEO | 1.00M | — | — | — | 750.0K | 34.5K | 1.78M | 0.00% | ↗ |
| 26 | 2020 | Kirk Lusk, CFO | 950.0K | — | — | — | 75.0K | 81.3K | 1.11M | 0.00% | ↗ |
| 27 | 2020 | Tim Moura President, NBIC | 943.0K | — | — | — | 75.0K | 10.9K | 1.03M | 0.00% | ↗ |
| 28 | 2020 | Sharon Binnun Chief Accounting Officer | 475.0K | 50.0K | — | — | — | 26.1K | 551.1K | 0.00% | ↗ |
| 29 | 2020 | Sharon Binnun Chief Accounting Officer | 475.0K | 50.0K | — | — | — | 26.1K | 551.1K | 0.00% | ↗ |
| 30 | 2020 | Tim Johns President, Zephyr Insurance Company | 300.0K | 125.0K | — | — | — | 19.5K | 444.5K | 0.00% | ↗ |
| 31 | 2020 | Tim Johns President, Zephyr Insurance Company | 300.0K | 125.0K | — | — | — | 19.5K | 444.5K | 0.00% | ↗ |
| 32 | 2019 | Bruce Lucas* Former Chairman and CEO | 2.30M | — | — | — | 5.35M | 23.8K | 7.67M | 0.00% | ↗ |
| 33 | 2019 | Bruce Lucas Chairman and CEO | 2.30M | — | — | — | 3.75M | 23.8K | 6.08M | 0.00% | ↗ |
| 34 | 2019 | Richard Widdicombe President | 1.93M | — | — | — | 750.0K | 26.3K | 2.69M | 0.00% | ↗ |
| 35 | 2019 | Richard Widdicombe Former President | 1.93M | — | — | — | 750.0K | 26.3K | 2.69M | 0.00% | ↗ |
| 36 | 2019 | Ernie Garateix* CEO | 900.0K | — | — | — | 500.0K | 23.9K | 1.42M | 0.00% | ↗ |
| 37 | 2019 | Ernie Garateix COO | 900.0K | — | — | — | 500.0K | 23.9K | 1.42M | 0.00% | ↗ |
| 38 | 2019 | Ernie Garateix CEO | 900.0K | — | — | — | 500.0K | 23.9K | 1.42M | 0.00% | ↗ |
| 39 | 2019 | Tim Moura President, NBIC | 870.6K | — | — | — | 50.0K | — | 920.6K | 0.00% | ↗ |
| 40 | 2019 | Tim Moura President, NBIC | 870.6K | — | — | — | 50.0K | — | 920.6K | 0.00% | ↗ |
| 41 | 2019 | Kirk Lusk, CFO | 850.0K | — | — | — | 50.0K | 17.1K | 917.1K | 0.00% | ↗ |
| 42 | 2018 | Bruce Lucas Chairman and CEO | 2.21M | 3.00M | — | — | 6.20M | 30.0K | 11.14M | 0.00% | ↗ |
| 43 | 2018 | Richard Widdicombe President | 1.93M | — | — | — | 750.0K | 40.9K | 2.72M | 0.00% | ↗ |
| 44 | 2018 | Ernie Garateix Chief Operating Officer | 900.0K | — | — | — | 500.0K | 25.8K | 1.43M | 0.00% | ↗ |
| 45 | 2018 | Ernie Garateix COO | 900.0K | — | — | — | 500.0K | 25.8K | 1.43M | 0.00% | ↗ |
| 46 | 2017 | Bruce Lucas Chairman and CEO | 2.06M | — | — | — | 4.63M | 44.9K | 6.74M | 0.00% | ↗ |
| 47 | 2017 | Richard Widdicombe President | 1.80M | 137.0K | — | — | 750.0K | 51.0K | 2.74M | 0.00% | ↗ |
| 48 | 2017 | Ernie Garateix COO | 772.6K | 55.0K | — | — | 400.0K | 36.3K | 1.26M | 0.00% | ↗ |
| 49 | 2017 | Ernie Garateix Chief Operating Officer | 772.6K | 55.0K | — | — | 400.0K | 36.3K | 1.26M | 0.00% | ↗ |
| 50 | 2016 | Bruce Lucas Chairman and CEO | 2.00M | — | — | — | 4.78M | 40.0K | 6.82M | 0.00% | ↗ |
| 51 | 2016 | Richard Widdicombe President | 1.75M | — | — | — | 750.0K | 55.9K | 2.56M | 0.00% | ↗ |
| 52 | 2016 | Ernie Garateix Chief Operating Officer | 750.0K | — | — | — | 150.0K | 157.7K | 1.06M | 0.00% | ↗ |
| 53 | 2015 | Bruce Lucas Chairman and Chief Executive Officer | 750.0K | 10.43M | 16.05M | — | — | 33.1K | 27.26M | 58.87% | ↗ |
| 54 | 2015 | Bruce Lucas Chairman and CEO | 750.0K | 10.43M | 16.05M | — | — | 33.1K | 27.26M | 58.87% | ↗ |
| 55 | 2015 | Richard Widdicombe President | 750.0K | 1.45M | 5.35M | — | — | 35.5K | 7.59M | 70.53% | ↗ |
| 56 | 2015 | Ernie Garateix Chief Operating Officer | 325.0K | 100.0K | 2.68M | — | — | 27.4K | 3.13M | 85.53% | ↗ |
| 57 | 2015 | Ernie Garateix Chief Operating Officer | 325.0K | 100.0K | 2.68M | — | — | 27.4K | 3.13M | 85.53% | ↗ |
| 58 | 2014 | Bruce Lucas Chairman and Chief Executive Officer | 676.1K | 4.60M | — | 1.80M | — | 47.7K | 7.13M | 25.30% | ↗ |
| 59 | 2014 | Richard Widdicombe President | 818.5K | 1.00M | — | 955.7K | — | 41.1K | 2.82M | 33.95% | ↗ |
| 60 | 2014 | Stephen Rohde Chief Financial Officer | 422.4K | 500.0K | — | — | — | 37.0K | 959.4K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Ernesto Jose Garateix CPCU | Chief Executive Officer & Director | 3M | male |
| Kirk Howard Lusk | Chief Financial Officer & Treasurer | 2M | male |
| Stephen Lowell Rohde | Advisory | 959.4K | male |
| Timothy Michael Moura | President of Narragansett Bay Insurance Company | 904.2K | male |
| Sharon Ann Binnun | Chief Accounting Officer | 588.6K | female |
| Timothy E. Johns | President of Zephyr Insurance Company | 454.4K | male |
ESG Rating
ESG Score History INSURANCE - PROPERTY & CASUALTY
Benchmark vs Sector
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Market share among peers
Peer comparison — filtered group (TTM)
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Community Opinion for HRTG
Short-term intention
Target Price Distribution
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