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i3 Verticals, Inc. (IIIV)
USD21.40
+0.53 (+2.55%)
US NASDAQ Technology Software - Infrastructure
Address
40 Burton Hills Boulevard 37215
Nashville, TN, US
Nashville, TN, US
CEO
Gregory S. Daily
Website
i3verticals.com
IPO
2018-06-21
CIK 1728688 ISIN US46571Y1073
Description
i3 Verticals, Inc. (IIIV) delivers comprehensive payment and software solutions, catering to the operational needs of small and medium-sized businesses, as well as various organizations within the education, non-profit, public sector, and healthcare industries across the United States. The company's operations are divided into two primary divisions: Merchant Services, and Proprietary Software and Payments. Through its offerings, i3 Verticals enables clients to seamlessly accept electronic payments. This critical service facilitates the secure and efficient exchange of funds and transaction data among clients, financial institutions, and diverse payment networks. Beyond payment processing, the firm also licenses its proprietary software, provides ongoing technical support, and supplies other solutions integral to point-of-sale operations. Its solutions reach customers via a multi-faceted approach, including a direct sales team, various distribution partners (such as independent software vendors, value-added resellers, and independent sales organizations), and referral channels comprising financial institutions, trade associations, chambers of commerce, and card issuers. Established in 2012, i3 Verticals maintains its headquarters in Nashville, Tennessee.
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
USD21.40
+0.53 (+2.55%)
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Volume Profile
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Liquidity & share structure
Average Volume
439.6K
Beta
0.84
Float Shares
20.94M
Free Float %
94.8%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -6.25% | -15.01% | -8.96% | -10.12% | -35.53% | -24.93% | -25.43% | -11.22% | -37.11% | +3.05% | +3.05% |
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
21.40
Low
22.00
+2.8%
Consensus
29.00
+35.5%
Median
30.00
+40.2%
High
35.00
+63.5%
DCF (Unlevered)
10.81
-49.5%
DCF (Levered)
14.15
-33.9%
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)
83% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 5 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 2 |
26.00
+21.5%
|
| Last Year | 8 |
32.88
+53.6%
|
| All Time | 15 |
30.57
+42.8%
|
Quality scores
Altman Z-Score
2.11
Grey zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
3 / 10
No MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
4 / 5
High
P/E Score
2 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Software - Infrastructure: +13.7%-7.3% Q1'26: -8.8% (vs Q1'25)
-
EPS growth Software - Infrastructure: +28.7%-87.9% Q1'26: +579.0% (vs Q1'25)
-
FCF margin FCF growth · Software - Infrastructure: +32.2%-10.3% Q1'26: +16.7% (vs Q1'25)
-
EBIT margin Software - Infrastructure: +8.8%+6.2% Q1'26: +6.5% (vs Q1'25)
-
ROIC Software - Infrastructure: +6.6%+1.7% Q1'26: +2.4% (vs Q1'25)
-
Share dilution Software - Infrastructure: +0.0%+40.0% Q1'26: +26.7% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Infrastructure: -1.06×0.19× ★ Q1'26: 1.87× (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 |
Sep 2018 actual |
Sep 2019 actual |
Sep 2020 actual |
Sep 2021 actual |
Sep 2022 actual |
Sep 2023 actual |
Sep 2024 actual |
Sep 2025 actual |
Sep 2026 4 Rev. Ana. 4 EPS Ana. |
Sep 2027 4 Rev. Ana. 3 EPS Ana. |
Sep 2028 3 Rev. Ana. 2 EPS Ana. |
Sep 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
323.51M
est: 110.53M (+192.7%)
|
376.31M
est: 135.01M (+178.7%)
|
150.13M
est: 150.43M (-0.2%)
|
224.12M
est: 220.42M (+1.7%)
|
187.75M
est: 312.98M (-40.0%)
|
189.68M
est: 376.87M (-49.7%)
|
229.92M
est: 251.72M (-8.7%)
|
213.16M
est: 212.44M (+0.3%)
|
227.28M
226.62M – 227.65M
+7.0% YoY
|
245.59M
242.71M – 249.48M
+8.1% YoY
|
265.13M
264.51M – 265.75M
+8.0% YoY
|
276.70M
273.90M – 279.64M
+4.4% YoY
|
| EBITDA |
15.71M
est: 16.24M (-3.2%)
|
22.95M
est: 19.84M (+15.7%)
|
23.37M
est: 18.42M (+26.9%)
|
27.00M
est: 28.05M (-3.7%)
|
22.59M
est: 25.37M (-11.0%)
|
33.27M
est: 56.79M (-41.4%)
|
33.23M
est: 37.93M (-12.4%)
|
41.08M
est: 32.01M (+28.3%)
|
34.25M
34.15M – 34.31M
+7.0% YoY
|
37.01M
36.58M – 37.59M
+8.1% YoY
|
39.95M
39.86M – 40.05M
+8.0% YoY
|
41.70M
41.28M – 42.14M
+4.4% YoY
|
| EBIT |
3.87M
est: 4.54M (-14.7%)
|
6.39M
est: 6.56M (-2.5%)
|
5.15M
est: 1.08M (+376.5%)
|
2.58M
est: 159.4K (+1,520.1%)
|
1.02M
est: -4.94M (+120.7%)
|
-3.19M
est: 7.73M (-141.2%)
|
9.33M
est: 5.16M (+80.6%)
|
13.18M
est: 4.36M (+202.5%)
|
4.66M
4.65M – 4.67M
+7.0% YoY
|
5.04M
4.98M – 5.12M
+8.1% YoY
|
5.44M
5.43M – 5.45M
+8.0% YoY
|
5.68M
5.62M – 5.74M
+4.4% YoY
|
| Net Income |
-6.90M
est: 14.04M (-149.1%)
|
-3.05M
est: -3.16M (+3.6%)
|
-419.0K
est: -4.18M (+90.0%)
|
-4.46M
est: -4.46M (+0.1%)
|
-17.10M
est: -10.58M (-61.7%)
|
-811.0K
est: 3.49M (-123.3%)
|
113.34M
est: 22.43M (+405.2%)
|
17.87M
est: 35.67M (-49.9%)
|
38.69M
38.18M – 39.20M
+8.5% YoY
|
42.88M
42.37M – 43.39M
+10.8% YoY
|
46.76M
43.08M – 50.44M
+9.0% YoY
|
55.38M
54.65M – 56.15M
+18.4% YoY
|
| SGA |
40.59M
est: 72.86M (-44.3%)
|
62.86M
est: 65.44M (-3.9%)
|
78.32M
est: 76.86M (+1.9%)
|
132.99M
est: 155.78M (-14.6%)
|
154.57M
est: 173.13M (-10.7%)
|
175.75M
est: 273.95M (-35.8%)
|
173.23M
est: 182.97M (-5.3%)
|
114.66M
est: 154.42M (-25.7%)
|
165.21M
164.73M – 165.48M
+7.0% YoY
|
178.52M
176.43M – 181.34M
+8.1% YoY
|
192.72M
192.27M – 193.17M
+8.0% YoY
|
201.13M
199.10M – 203.27M
+4.4% YoY
|
| EPS |
-0.78
est: 0.56 (-239.3%)
|
-0.29
est: 0.82 (-135.3%)
|
-0.03
est: 0.75 (-104.0%)
|
-0.21
est: 0.91 (-123.0%)
|
-0.77
est: 1.45 (-153.1%)
|
0.08
est: 0.10 (-21.6%)
|
4.84
est: 0.66 (+637.8%)
|
-0.34
est: 1.05 (-132.4%)
|
1.13
1.12 – 1.15
+7.5% YoY
|
1.25
1.24 – 1.27
+10.9% YoY
|
1.37
1.26 – 1.48
+9.5% YoY
|
1.62
1.60 – 1.64
+18.4% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | A- | 4/5 | 4/5 | 3/5 | 3/5 | 4/5 | 2/5 | 4/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 3/5 | 3/5 | 4/5 | 2/5 | 4/5 |
| 2026-05-05 | B+ | 3/5 | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 4/5 |
| 2026-05-04 | B+ | 3/5 | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 4/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 4/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 4/5 |
| 2026-04-29 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 4/5 |
| 2026-04-28 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 4/5 |
| 2026-04-27 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 4/5 |
| 2026-04-24 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 4/5 |
| 2026-04-23 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 4/5 |
| 2026-04-22 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 4/5 |
| 2026-04-21 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 4/5 |
| 2026-04-20 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 4/5 |
| 2026-04-17 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 4/5 |
| 2026-04-16 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
9.52M
OE per share TTM
0.19
Owner's Yield
1.76%
Maintenance CapEx ratio
190.06%
Maint CapEx / Avg PPE
6.7%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
31
Total invested
36.51M
Insider transactions (90d)
1
Beneficial owners (>5%)
24
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Gregory S. Daily | 7.32M | 23.70% | 4.68M | 2.64M | 4.68M | — | IN | — | 2021-01-27 | ↗ |
| 2 | 39-1567956 | 1.80M | 8.20% | — | 1.71M | — | — | IA | Delaware | 2022-02-11 | ↗ |
| 3 | 52-0556948 | 1.55M | 7.00% | 464.7K | — | 1.55M | — | IA | Maryland | 2022-02-14 | ↗ |
| 4 | (1) BlackRock, Inc. | 1.52M | 6.90% | 1.50M | — | 1.52M | — | HC | Delaware | 2022-02-03 | ↗ |
| 5 | The Vanguard Group - 23-1945930 | 1.44M | 6.27% | — | — | — | 55.7K | IA | Pennsylvania For | 2023-02-09 | ↗ |
| 6 | 20-1665304 | 1.40M | 6.90% | 1.40M | — | 1.40M | — | IA | Delaware | 2021-02-12 | ↗ |
| 7 | Hood River Capital Management LLC 46-1294859 | 1.34M | 5.65% | — | — | 1.34M | — | IA | Delaware | 2024-11-14 | ↗ |
| 8 | Israel A. Englander | 1.08M | 4.90% | — | 1.08M | — | 1.08M | IN | — | 2022-02-14 | ↗ |
| 9 | Millennium Group Management LLC | 1.08M | 4.90% | — | 1.08M | — | 1.08M | OO | — | 2022-02-14 | ↗ |
| 10 | Millennium Management LLC | 1.08M | 4.90% | — | 1.08M | — | 1.08M | OO | — | 2022-02-14 | ↗ |
| 11 | Wellington Management Group LLP | 1.06M | 4.80% | — | 1.01M | — | 1.06M | HC | Massachusetts | 2022-02-04 | ↗ |
| 12 | Wellington Group Holdings LLP | 1.00M | 5.30% | — | 1.00M | — | — | HC | Massachusetts | 2021-02-04 | ↗ |
| 13 | Wellington Investment Advisors Holdings LLP | 1.00M | 5.30% | — | 1.00M | — | — | HC | Massachusetts | 2021-02-04 | ↗ |
| 14 | Wellington Management Company LLP | 978.3K | 5.17% | — | 978.3K | — | — | IA | Massachusetts | 2021-02-04 | ↗ |
| 15 | Wellington Trust Company, NA | 978.0K | 4.44% | — | 978.0K | — | — | BK | United States | 2022-02-04 | ↗ |
| 16 | Integrated Core Strategies LLC | 768.4K | 3.50% | — | 768.4K | — | 768.4K | OO | Delaware | 2021-12-17 | ↗ |
| 17 | Integrated Core Strategies (US) LLC | 638.4K | 2.90% | — | 638.4K | — | 638.4K | OO | — | 2022-02-14 | ↗ |
| 18 | Millennium International Management LP | 444.6K | 2.00% | — | 444.6K | — | 444.6K | PN | — | 2022-02-14 | ↗ |
| 19 | Integrated Assets II LLC | 439.6K | 2.00% | — | 439.6K | — | 439.6K | OO | — | 2022-02-14 | ↗ |
| 20 | JPMORGAN CHASE & CO.13-2624428 | 429.7K | 1.90% | 385.0K | — | 429.7K | — | HC | Delaware | 2021-12-07 | ↗ |
| 21 | ICS Opportunities II LLC | 2.1K | 0.00% | — | 2.1K | — | 2.1K | OO | — | 2022-02-14 | ↗ |
| 22 | Integrated Assets, Ltd. | 1.8K | 0.00% | — | 1.8K | — | 1.8K | CO | — | 2022-02-14 | ↗ |
| 23 | ICS Opportunities, Ltd. | 1.2K | 0.00% | — | 1.2K | — | 1.2K | CO | — | 2022-02-14 | ↗ |
| 24 | 2) | — | 0.00% | — | — | — | — | IA | Delaware | 2022-02-11 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
31
-123 vs prev Q
New positions
7
Closed positions
129
Increased
16
Reduced
8
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 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.14M -8.8K (-0.3%) | 79.21M -23.1M (-22.6%) | 13.28% +0.330 pp | 0.05% -0.013 pp | USD27.12 -7.1% | 4 qtrs — |
| 2 | VANGUARD GROUP INC | 1.83M +1.1K (+0.1%) | 46.14M -13.3M (-22.4%) | 7.74% +0.218 pp | 0.00% 0.000 pp | USD26.51 -5.0% | 31 qtrs — |
| 3 | BLACKROCK, INC. | 1.81M +11.2K (+0.6%) | 45.62M -12.8M (-21.9%) | 7.65% +0.257 pp | 0.00% 0.000 pp | USD21.53 +17.0% | 6 qtrs — |
| 4 | GENEVA CAPITAL MANAGEMENT LLC | 1.68M -199.1K (-10.6%) | 42.38M -18.7M (-30.6%) | 7.11% -0.622 pp | 0.80% -0.251 pp | USD25.84 -2.5% | 24 qtrs — |
| 5 | ALTRAVUE CAPITAL, LLC | 1.16M -4.2K (-0.4%) | 29.32M -8.6M (-22.7%) | 4.87% +0.069 pp | 2.42% -0.729 pp | USD23.64 +6.6% | 5 qtrs — |
| 6 | JENNISON ASSOCIATES LLC | 1.09M +154.9K (+16.5%) | 27.55M -2.9M (-9.6%) | 4.57% +0.717 pp | 0.02% -0.001 pp | USD30.70 -17.9% | 3 qtrs — |
| 7 | LONG PATH PARTNERS LP | 1.09M +53.6K (+5.2%) | 27.54M -6.2M (-18.4%) | 4.62% +0.347 pp | 9.42% -2.784 pp | USD22.09 +14.0% | 7 qtrs — |
| 8 | CROSSLINK CAPITAL INC | 951.2K +13.1K (+1.4%) | 23.96M -6.5M (-21.3%) | 4.02% +0.164 pp | 1.86% -0.359 pp | USD22.96 +9.7% | 31 qtrs — |
| 9 | RANGER INVESTMENT MANAGEMENT, L.P. | 930.6K -25.6K (-2.7%) | 23.44M -7.6M (-24.5%) | 3.93% +0.003 pp | 1.61% -0.556 pp | USD21.68 +16.2% | 29 qtrs — |
| 10 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 777.5K +50.0 (+0.0%) | 19.59M -5.7M (-22.4%) | 3.28% +0.091 pp | 1.14% -0.320 pp | USD25.91 -2.8% | 4 qtrs — |
| 11 | THRIVENT FINANCIAL FOR LUTHERANS | 728.5K +73.4K (+11.2%) | 18.35M -2.9M (-13.7%) | 3.05% +0.355 pp | 0.03% -0.009 pp | USD27.42 -8.1% | 4 qtrs — |
| 12 | STATE STREET CORP | 707.3K +29.5K (+4.3%) | 17.82M -4.2M (-19.0%) | 2.99% +0.203 pp | 0.00% 0.000 pp | USD25.68 -1.9% | 30 qtrs — |
| 13 | PORTOLAN CAPITAL MANAGEMENT, LLC | 672.0K -75.7K (-10.1%) | 16.93M -7.3M (-30.3%) | 2.84% -0.233 pp | 0.91% -0.406 pp | USD24.24 +3.9% | 16 qtrs — |
| 14 | 12TH STREET ASSET MANAGEMENT COMPANY, LLC | 595.1K -14.8K (-2.4%) | 14.99M -4.8M (-24.3%) | 2.49% -0.017 pp | 2.47% -0.879 pp | USD30.54 -17.5% | 3 qtrs — |
| 15 | FORAGER CAPITAL MANAGEMENT, LLC | 549.4K -115.6K (-17.4%) | 13.84M -7.7M (-35.9%) | 2.32% -0.411 pp | 6.27% -3.257 pp | USD23.04 +9.3% | 5 qtrs — |
| 16 | DIMENSIONAL FUND ADVISORS LP | 548.3K -17.8K (-3.1%) | 13.81M -4.6M (-24.8%) | 2.32% -0.009 pp | 0.00% -0.001 pp | USD25.34 -0.6% | 28 qtrs — |
| 17 | HEARTLAND ADVISORS INC | 546.6K +1.4K (+0.2%) | 13.77M -3.9M (-22.2%) | 2.31% +0.069 pp | 0.74% -0.193 pp | USD22.11 +13.9% | 14 qtrs — |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | 545.9K -112.5K (-17.1%) | 13.75M -7.6M (-35.7%) | 2.31% -0.399 pp | 0.00% -0.001 pp | USD25.54 -1.4% | 30 qtrs — |
| 19 | RAYMOND JAMES FINANCIAL INC | 514.4K -22.5K (-4.2%) | 13.28M -4.1M (-23.8%) | 2.17% -0.033 pp | 0.00% -0.002 pp | USD23.20 +8.6% | 5 qtrs — |
| 20 | ROYCE & ASSOCIATES LP | 504.7K +35.4K (+7.5%) | 12.71M -2.5M (-16.5%) | 2.13% +0.204 pp | 0.13% -0.023 pp | USD23.22 +8.5% | 8 qtrs — |
| 21 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 386.4K +386.4K (+100.0%) | 9.73M +9.7M (+100.0%) | 1.63% +1.632 pp | 0.03% +0.027 pp | USD25.19 +0.0% | 1 qtrs NEW |
| 22 | UBS GROUP AG | 369.1K +176.2K (+91.3%) | 9.30M +3.0M (+48.5%) | 1.56% +0.767 pp | 0.00% +0.001 pp | USD25.43 -0.9% | 31 qtrs — |
| 23 | NICHOLAS COMPANY, INC. | 331.3K +180.0 (+0.1%) | 8.35M -2.4M (-22.4%) | 1.39% +0.025 pp | 0.15% -0.036 pp | USD23.88 +5.5% | 30 qtrs — |
| 24 | RUSSELL INVESTMENTS GROUP, LTD. | 307.0K +12.7K (+4.3%) | 7.73M -1.8M (-19.0%) | 1.30% +0.088 pp | 0.01% -0.002 pp | USD23.53 +7.1% | 28 qtrs — |
| 25 | LOOMIS SAYLES & CO L P | 268.2K +1.2K (+0.5%) | 6.76M -1.9M (-22.0%) | 1.13% +0.036 pp | 0.01% -0.002 pp | USD28.23 -10.8% | 3 qtrs — |
| 26 | LEGATO CAPITAL MANAGEMENT LLC | 247.4K +— (+0.0%) | 6.23M -1.8M (-22.4%) | 1.03% +0.018 pp | 0.54% -0.338 pp | USD23.47 +7.3% | 5 qtrs — |
| 27 | NORTHERN TRUST CORP | 244.5K -12.5K (-4.9%) | 6.16M -2.2M (-26.2%) | 1.03% -0.023 pp | 0.00% 0.000 pp | USD26.32 -4.3% | 31 qtrs — |
| 28 | WASATCH ADVISORS LP | 242.9K -58.3K (-19.4%) | 6.12M -3.7M (-37.4%) | 1.03% -0.211 pp | 0.04% -0.016 pp | USD27.48 -8.3% | 3 qtrs — |
| 29 | ARROWMARK COLORADO HOLDINGS LLC | 238.0K -16.8K (-6.6%) | 5.99M -2.3M (-27.5%) | 1.01% -0.041 pp | 0.13% -0.022 pp | USD29.34 -14.1% | 3 qtrs — |
| 30 | NEW YORK STATE COMMON RETIREMENT FUND | 233.2K +— (+0.0%) | 5.87M -1.7M (-22.4%) | 0.98% +0.027 pp | 0.01% -0.002 pp | USD23.48 +7.3% | 29 qtrs — |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 181.9K +1.2K (+0.7%) | 4.58M -1.3M (-21.9%) | 0.77% +0.026 pp | 0.00% 0.000 pp | USD29.86 -15.6% | 30 qtrs — |
| 32 | NUVEEN, LLC | 159.6K +15.7K (+10.9%) | 4.02M -650.9K (-13.9%) | 0.67% +0.083 pp | 0.00% 0.000 pp | USD27.20 -7.4% | 4 qtrs — |
| 33 | KENNEDY CAPITAL MANAGEMENT LLC | 136.4K -845.0 (-0.6%) | 3.44M -1.0M (-22.9%) | 0.58% +0.012 pp | 0.07% -0.026 pp | USD23.94 +5.2% | 16 qtrs — |
| 34 | MORGAN STANLEY | 117.9K -9.1K (-7.2%) | 2.97M -1.2M (-28.0%) | 0.50% -0.024 pp | 0.00% 0.000 pp | USD23.38 +7.7% | 31 qtrs — |
| 35 | HARBOR CAPITAL ADVISORS, INC. | 116.6K -11.0K (-8.7%) | 2.94M -1.2M (-29.1%) | 0.49% -0.037 pp | 0.23% -0.094 pp | USD25.80 -2.4% | 4 qtrs — |
| 36 | BANK OF AMERICA CORP /DE/ | 106.8K -1.3K (-1.2%) | 2.69M -818.4K (-23.3%) | 0.45% +0.007 pp | 0.00% +0.000 pp | USD24.84 +1.4% | 30 qtrs — |
| 37 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 104.7K +7.8K (+8.0%) | 2.64M -508.4K (-16.2%) | 0.44% +0.044 pp | 0.03% -0.005 pp | USD31.92 -21.1% | 2 qtrs — |
| 38 | CRAMER ROSENTHAL MCGLYNN LLC | 99.1K -18.3K (-15.6%) | 2.50M -1.3M (-34.5%) | 0.42% -0.064 pp | 0.16% -0.076 pp | USD21.92 +14.9% | 6 qtrs — |
| 39 | TECTONIC ADVISORS LLC | 97.0K +8.2K (+9.2%) | 2.44M -440.0K (-15.3%) | 0.41% +0.041 pp | 0.13% -0.029 pp | USD31.85 -20.9% | 2 qtrs — |
| 40 | OPPENHEIMER ASSET MANAGEMENT INC. | 91.5K -10.3K (-10.1%) | 2.30M -998.2K (-30.2%) | 0.38% -0.035 pp | 0.03% -0.008 pp | USD32.46 -22.4% | 2 qtrs — |
| 41 | ENVESTNET ASSET MANAGEMENT INC | 90.6K -58.3K (-39.1%) | 2.28M -2.6M (-52.8%) | 0.38% -0.229 pp | 0.00% -0.001 pp | USD27.38 -8.0% | 23 qtrs — |
| 42 | BANK OF NEW YORK MELLON CORP | 83.5K -8.0K (-8.7%) | 2.10M -867.1K (-29.2%) | 0.35% -0.023 pp | 0.00% 0.000 pp | USD23.75 +6.1% | 30 qtrs — |
| 43 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 82.1K -16.5K (-16.7%) | 2.07M -1.1M (-35.4%) | 0.34% -0.062 pp | 0.03% -0.015 pp | USD22.64 +11.3% | 30 qtrs — |
| 44 | NORTH REEF CAPITAL MANAGEMENT LP | 75.7K +75.7K (+100.0%) | 1.91M +1.9M (+100.0%) | 0.32% +0.320 pp | 0.08% +0.077 pp | USD25.19 +0.0% | 1 qtrs NEW |
| 45 | CONESTOGA CAPITAL ADVISORS, LLC | 72.9K +3.4K (+4.8%) | 1.84M -421.3K (-18.7%) | 0.30% +0.019 pp | 0.03% -0.005 pp | USD27.67 -9.0% | 20 qtrs — |
| 46 | ATRIA INVESTMENTS, INC | 71.8K +3.5K (+5.1%) | 1.81M -408.8K (-18.4%) | 0.30% +0.020 pp | 0.02% -0.005 pp | USD32.11 -21.6% | 2 qtrs — |
| 47 | GAMCO INVESTORS, INC. ET AL | 70.2K -3.5K (-4.8%) | 1.77M -624.1K (-26.1%) | 0.29% -0.009 pp | 0.02% -0.006 pp | USD25.13 +0.2% | 23 qtrs — |
| 48 | TD ASSET MANAGEMENT INC | 68.1K +1.8K (+2.7%) | 1.72M -437.6K (-20.3%) | 0.29% +0.015 pp | 0.00% 0.000 pp | USD27.48 -8.3% | 3 qtrs — |
| 49 | STIFEL FINANCIAL CORP | 65.9K -14.5K (-18.0%) | 1.66M -948.4K (-36.4%) | 0.28% -0.052 pp | 0.00% -0.001 pp | USD20.99 +20.0% | 31 qtrs — |
| 50 | WESBANCO BANK INC | 64.9K +— (+0.0%) | 1.64M -472.2K (-22.4%) | 0.27% +0.008 pp | 0.05% -0.014 pp | USD22.55 +11.7% | 20 qtrs — |
| 51 | GOLDMAN SACHS GROUP INC | 53.8K +314.0 (+0.6%) | 1.35M -380.8K (-21.9%) | 0.22% +0.005 pp | 0.00% +0.000 pp | USD21.92 +14.9% | 31 qtrs — |
| 52 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 49.7K +34.6K (+228.1%) | 1.25M +760.4K (+154.6%) | 0.21% +0.148 pp | 0.00% +0.001 pp | USD27.41 -8.1% | 2 qtrs — |
| 53 | XTX TOPCO LTD | 49.0K +49.0K (+100.0%) | 1.24M +1.2M (+100.0%) | 0.21% +0.207 pp | 0.03% +0.032 pp | USD25.19 +0.0% | 1 qtrs NEW |
| 54 | KORNITZER CAPITAL MANAGEMENT INC /KS | 48.4K +206.0 (+0.4%) | 1.22M -345.2K (-22.1%) | 0.20% +0.004 pp | 0.03% -0.006 pp | USD23.91 +5.4% | 31 qtrs — |
| 55 | WELLS FARGO & COMPANY/MN | 45.8K +8.2K (+21.9%) | 1.15M -65.9K (-5.4%) | 0.19% +0.039 pp | 0.00% +0.000 pp | USD25.48 -1.1% | 30 qtrs — |
| 56 | SWISS NATIONAL BANK | 45.0K +— (+0.0%) | 1.13M -327.2K (-22.4%) | 0.19% +0.005 pp | 0.00% 0.000 pp | USD29.63 -15.0% | 19 qtrs — |
| 57 | VICTORY CAPITAL MANAGEMENT INC | 44.9K -59.7K (-57.1%) | 1.13M -2.3M (-66.7%) | 0.19% -0.240 pp | 0.00% -0.001 pp | USD25.90 -2.7% | 31 qtrs — |
| 58 | UBS ASSET MANAGEMENT AMERICAS INC | 44.6K +3.4K (+8.2%) | 1.12M -214.3K (-16.0%) | 0.19% +0.019 pp | 0.00% 0.000 pp | USD24.50 +2.8% | 16 qtrs — |
| 59 | MARINER, LLC | 43.7K -12.1K (-21.7%) | 1.10M -713.2K (-39.4%) | 0.18% -0.045 pp | 0.00% -0.001 pp | USD32.46 -22.4% | 12 qtrs — |
| 60 | BARCLAYS PLC | 36.7K -4.4K (-10.7%) | 923.3K +48.9K (+5.6%) | 0.15% -0.014 pp | 0.00% +0.000 pp | USD23.63 +6.6% | 30 qtrs — |
| 61 | EVERSOURCE WEALTH ADVISORS, LLC | 34.5K +17.5K (+102.2%) | 869.8K +315.5K (+56.9%) | 0.15% +0.076 pp | 0.03% +0.010 pp | USD28.63 -12.0% | 17 qtrs — |
| 62 | EQUITABLE TRUST CO | 32.4K +— (+0.0%) | 815.8K -235.4K (-22.4%) | 0.14% +0.002 pp | 0.04% -0.012 pp | USD23.04 +9.3% | 5 qtrs — |
| 63 | INVESCO LTD. | 31.6K +409.0 (+1.3%) | 796.7K -216.7K (-21.4%) | 0.13% +0.005 pp | 0.00% +0.000 pp | USD27.63 -8.8% | 21 qtrs — |
| 64 | RHUMBLINE ADVISERS | 30.4K -5.7K (-15.9%) | 765.1K -407.1K (-34.7%) | 0.13% -0.020 pp | 0.00% 0.000 pp | USD24.31 +3.6% | 29 qtrs — |
| 65 | — | 30.0K -5.0K (-14.3%) | 755.7K -380.4K (-33.5%) | 0.13% -0.018 pp | 0.52% -0.176 pp | USD32.46 -22.4% | 2 qtrs — |
| 66 | CULLEN INVESTMENT GROUP, LTD. | 24.7K -2.2K (-8.1%) | 676.6K -210.0K (-23.7%) | 0.10% -0.007 pp | 0.09% -0.030 pp | USD21.17 +19.0% | 9 qtrs — |
| 67 | CETERA INVESTMENT ADVISERS | 26.0K -5.2K (-16.6%) | 655.5K -356.8K (-35.2%) | 0.11% -0.018 pp | 0.00% -0.001 pp | USD32.46 -22.4% | 2 qtrs — |
| 68 | VIDENT ADVISORY, LLC | 25.2K +580.0 (+2.4%) | 635.8K -164.7K (-20.6%) | 0.11% +0.005 pp | 0.01% -0.002 pp | USD32.29 -22.0% | 2 qtrs — |
| 69 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 24.1K -278.0 (-1.1%) | 607.5K -184.4K (-23.3%) | 0.10% +0.002 pp | 0.00% 0.000 pp | USD21.79 +15.6% | 7 qtrs — |
| 70 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 21.9K +10.0 (+0.0%) | 551.5K -158.8K (-22.4%) | 0.09% +0.003 pp | 0.00% 0.000 pp | USD24.61 +2.4% | 30 qtrs — |
| 71 | ARGENT CAPITAL MANAGEMENT LLC | 21.5K -1.5K (-6.5%) | 540.8K -204.7K (-27.5%) | 0.09% -0.005 pp | 0.02% -0.005 pp | USD22.71 +10.9% | 8 qtrs — |
| 72 | DEUTSCHE BANK AG\ | 21.2K +944.0 (+4.7%) | 534.0K -123.5K (-18.8%) | 0.09% +0.005 pp | 0.00% +0.000 pp | USD24.15 +4.3% | 30 qtrs — |
| 73 | GABELLI FUNDS LLC | 20.0K -2.5K (-11.1%) | 503.8K -226.6K (-31.0%) | 0.08% -0.009 pp | 0.00% -0.002 pp | USD24.46 +3.0% | 30 qtrs — |
| 74 | LPL FINANCIAL LLC | 19.7K -246.0 (-1.2%) | 497.2K -151.5K (-23.4%) | 0.08% +0.001 pp | 0.00% 0.000 pp | USD30.16 -16.5% | 3 qtrs — |
| 75 | ALLIANCEBERNSTEIN L.P. | 18.8K +— (+0.0%) | 474.6K -137.0K (-22.4%) | 0.08% +0.002 pp | 0.00% +0.000 pp | USD24.25 +3.9% | 16 qtrs — |
| 76 | LEGAL & GENERAL GROUP PLC | 18.2K -4.3K (-19.1%) | 458.2K -271.5K (-37.2%) | 0.08% -0.016 pp | 0.00% 0.000 pp | USD23.58 +6.8% | 30 qtrs — |
| 77 | QUANTINNO CAPITAL MANAGEMENT LP | 18.0K +18.0K (+100.0%) | 453.5K +453.5K (+100.0%) | 0.08% +0.076 pp | 0.00% +0.001 pp | USD25.19 +0.0% | 1 qtrs NEW |
| 78 | FRANKLIN RESOURCES INC | 16.4K -7.4K (-31.1%) | 413.4K -359.7K (-46.5%) | 0.07% -0.029 pp | 0.00% 0.000 pp | USD27.53 -8.5% | 4 qtrs — |
| 79 | MCMORGAN & CO LLC | 16.4K -92.6K (-85.0%) | 412.6K -3.1M (-88.3%) | 0.07% -0.379 pp | 0.07% -0.477 pp | USD21.69 +16.1% | 6 qtrs — |
| 80 | CITADEL ADVISORS LLC | 16.3K +16.3K (+100.0%) | 410.6K +410.6K (+100.0%) | 0.07% +0.069 pp | 0.00% +0.000 pp | USD25.19 +0.0% | 24 qtrs — |
| 81 | SG AMERICAS SECURITIES, LLC | 16.2K +1.1K (+7.0%) | 408.0K -83.0K (-16.9%) | 0.07% +0.006 pp | 0.00% -0.001 pp | USD31.99 -21.3% | 14 qtrs — |
| 82 | SEI INVESTMENTS CO | 15.3K -1.3K (-7.8%) | 385.5K -153.0K (-28.4%) | 0.06% -0.004 pp | 0.00% 0.000 pp | USD25.45 -1.0% | 21 qtrs — |
| 83 | ASSENAGON ASSET MANAGEMENT S.A. | 15.0K +— (+0.0%) | 378.3K -109.2K (-22.4%) | 0.06% +0.001 pp | 0.00% 0.000 pp | USD21.29 +18.3% | 10 qtrs — |
| 84 | SIMPLICITY WEALTH,LLC | 14.8K -286.0 (-1.9%) | 373.8K -117.2K (-23.9%) | 0.06% 0.000 pp | 0.02% -0.006 pp | USD32.46 -22.4% | 2 qtrs — |
| 85 | JANNEY MONTGOMERY SCOTT LLC | 14.7K -181.0 (-1.2%) | 371.0K -113.0K (-23.3%) | 0.06% +0.001 pp | 0.00% 0.000 pp | USD27.59 -8.7% | 3 qtrs — |
| 86 | GOTHAM ASSET MANAGEMENT, LLC | 13.7K -4.4K (-24.2%) | 344.8K -241.7K (-41.2%) | 0.06% -0.016 pp | 0.00% -0.001 pp | USD32.46 -22.4% | 2 qtrs — |
| 87 | METLIFE INVESTMENT MANAGEMENT, LLC | 13.5K +— (+0.0%) | 340.1K -98.2K (-22.4%) | 0.06% +0.002 pp | 0.00% -0.001 pp | USD25.82 -2.4% | 27 qtrs — |
| 88 | COYLE FINANCIAL COUNSEL LLC | 13.5K -3.2K (-19.3%) | 339.1K -202.1K (-37.3%) | 0.06% -0.012 pp | 0.07% -0.052 pp | USD32.46 -22.4% | 2 qtrs — |
| 89 | SQUAREPOINT OPS LLC | 13.2K +13.2K (+100.0%) | 332.3K +332.3K (+100.0%) | 0.06% +0.056 pp | 0.00% +0.000 pp | USD25.19 +0.0% | 1 qtrs NEW |
| 90 | PRICE T ROWE ASSOCIATES INC /MD/ | 13.2K +1.1K (+8.7%) | 332.0K -61.0K (-15.5%) | 0.06% +0.006 pp | 0.00% +0.000 pp | USD24.29 +3.7% | 5 qtrs — |
| 91 | TWO SIGMA SECURITIES, LLC | 12.4K +5.6K (+83.8%) | 311.1K +93.0K (+42.6%) | 0.05% +0.025 pp | 0.04% +0.011 pp | USD29.15 -13.6% | 2 qtrs — |
| 92 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 12.3K +2.1K (+20.3%) | 309.9K -22.0K (-6.6%) | 0.05% +0.009 pp | 0.00% +0.000 pp | USD31.23 -19.3% | 2 qtrs — |
| 93 | JPMORGAN CHASE & CO | 12.0K +954.0 (+8.7%) | 301.8K -56.1K (-15.7%) | 0.05% +0.005 pp | 0.00% +0.000 pp | USD25.24 -0.2% | 30 qtrs — |
| 94 | WILEY BROS.-AINTREE CAPITAL, LLC | 12.0K +3.7K (+44.4%) | 297.3K +27.7K (+10.3%) | 0.05% +0.017 pp | 0.00% 0.000 pp | USD30.22 -16.6% | 2 qtrs — |
| 95 | D.A. DAVIDSON & CO. | 11.8K +3.4K (+40.5%) | 297.2K +24.6K (+9.0%) | 0.05% +0.015 pp | 0.00% +0.000 pp | USD24.82 +1.5% | 4 qtrs — |
| 96 | CONCURRENT INVESTMENT ADVISORS, LLC | 11.7K +11.7K (+100.0%) | 295.5K +295.5K (+100.0%) | 0.05% +0.049 pp | 0.00% +0.003 pp | USD25.19 +0.0% | 1 qtrs NEW |
| 97 | VERITION FUND MANAGEMENT LLC | 11.4K -15.3K (-57.4%) | 287.2K -580.5K (-66.9%) | 0.05% -0.062 pp | 0.00% -0.003 pp | USD28.35 -11.1% | 5 qtrs — |
| 98 | EMPOWERED FUNDS, LLC | 11.3K +2.5K (+28.3%) | 285.9K -1.3K (-0.4%) | 0.05% +0.011 pp | 0.00% -0.001 pp | USD27.50 -8.4% | 3 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 83 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Argent Focused Small Cap ETF ALIL | 1.02% | 187.2K | 0.74% |
| 2 | State Street SPDR S&P Software & Services ETF XSW | 0.73% | 3.20M | 0.35% |
| 3 | iShares US Small Cap Value Factor ETF SVAL | 0.23% | 461.8K | 0.20% |
| 4 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.12% | 304.4K | 0.12% |
| 5 | iShares Micro-Cap ETF IWC | 0.10% | 1.56M | 0.60% |
| 6 | iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV | 0.08% | 219.9K | 0.20% |
| 7 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.04% | 438.2K | 0.20% |
| 8 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.04% | 4.7K | 0.29% |
| 9 | WisdomTree U.S. SmallCap Fund EES | 0.03% | 249.0K | 0.38% |
| 10 | iShares Russell 2000 Value ETF IWN | 0.03% | 4.41M | 0.24% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.71
Bullish
Ratio by volume
3.00
Bullish
Buys
12
Sells
7
Shares acquired
984.0K
Shares disposed
29.1K
Cash buys
—
Cash sales
1.00
Net activity
+954,870
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2028-06-25 | BERTKE ROBERT | Officer | J-Other | A | Class B common stock, par value $0.0001 per share | 34,868 | 0.00 | 3.49 | 34,868 | — | ↗ |
| 2026-03-06 | CHRISTIANS PAUL | Officer | S-Sale | D | Class A common stock, par value $0.0001 per share | 6,122 | 23.23 | 142.2K | 31,250 | D | ↗ |
| 2026-02-11 | WHITSON CLAY M | Director / Officer | F-InKind | D | Class A common stock, par value $0.0001 per share | 4,337 | 21.88 | 94.9K | 70,928 | D | ↗ |
| 2026-02-11 | STANFORD FREDERICK | Officer | F-InKind | D | Class A common stock, par value $0.0001 per share | 4,626 | 21.88 | 101.2K | 35,374 | D | ↗ |
| 2026-02-11 | SMITH GEOFFREY C. | Officer | F-InKind | D | Class A common stock, par value $0.0001 per share | 4,338 | 21.88 | 94.9K | 56,295 | D | ↗ |
| 2026-02-11 | MAPLE PAUL | Officer | F-InKind | D | Class A common stock, par value $0.0001 per share | 3,349 | 21.88 | 73.3K | 39,017 | D | ↗ |
| 2026-02-11 | LAISURE CHRISTOPHER | Officer | F-InKind | D | Class A common stock, par value $0.0001 per share | 2,456 | 21.88 | 53.7K | 52,341 | D | ↗ |
| 2026-02-11 | CHRISTIANS PAUL | Officer | F-InKind | D | Class A common stock, par value $0.0001 per share | 3,878 | 21.88 | 84.9K | 37,372 | D | ↗ |
| 2026-02-10 | WILDS DAVID M | Director | A-Award | A | Class A common stock, par value $0.0001 per share | 6,496 | 0.00 | — | 10,372 | D | ↗ |
| 2026-02-10 | WHITSON CLAY M | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 180,000 | 23.09 | 4.16M | 180,000 | D | ↗ |
| 2026-02-10 | STANFORD FREDERICK | Officer | A-Award | A | Stock Option (Right to Buy) | 180,000 | 23.09 | 4.16M | 180,000 | D | ↗ |
| 2026-02-10 | SMITH GEOFFREY C. | Officer | A-Award | A | Stock Option (Right to Buy) | 180,000 | 23.09 | 4.16M | 180,000 | D | ↗ |
| 2026-02-10 | MORGAN DAVID K. | Director | A-Award | A | Class A common stock, par value $0.0001 per share | 6,496 | 0.00 | — | 20,372 | D | ↗ |
| 2026-02-10 | MCKENNA TIMOTHY | Director | A-Award | A | Class A common stock, par value $0.0001 per share | 6,496 | 0.00 | — | 10,372 | D | ↗ |
| 2026-02-10 | MAPLE PAUL | Officer | A-Award | A | Stock Option (Right to Buy) | 135,000 | 23.09 | 3.12M | 135,000 | D | ↗ |
| 2026-02-10 | LAISURE CHRISTOPHER | Officer | A-Award | A | Stock Option (Right to Buy) | 135,000 | 23.09 | 3.12M | 135,000 | D | ↗ |
| 2026-02-10 | Jenkins Decosta | Director | A-Award | A | Class A common stock, par value $0.0001 per share | 6,496 | 0.00 | — | 10,372 | D | ↗ |
| 2026-02-10 | HARRISON JOHN C. | Director | A-Award | A | Class A common stock, par value $0.0001 per share | 6,496 | 0.00 | — | 10,372 | D | ↗ |
| 2026-02-10 | COURTNEY ELIZABETH S. | Director | A-Award | A | Class A common stock, par value $0.0001 per share | 6,496 | 0.00 | — | 10,372 | D | ↗ |
| 2026-02-10 | CHRISTIANS PAUL | Officer | A-Award | A | Stock Option (Right to Buy) | 135,000 | 23.09 | 3.12M | 135,000 | D | ↗ |
| 2025-12-10 | WILDS DAVID M | Director | P-Purchase | A | Common Units | 7,550 | 0.00 | — | 268,207 | D | ↗ |
| 2025-12-03 | CHRISTIANS PAUL | Officer | S-Sale | D | Class A common stock, par value $0.0001 per share | 9,000 | 23.27 | 209.4K | 45,818 | D | ↗ |
| 2025-11-26 | CHRISTIANS PAUL | Officer | S-Sale | D | Class A common stock, par value $0.0001 per share | 3,292 | 23.78 | 78.3K | 54,818 | D | ↗ |
| 2025-11-21 | STANFORD FREDERICK | Officer | S-Sale | D | Class A common stock, par value $0.0001 per share | 11,347 | 24.21 | 274.7K | 43,653 | D | ↗ |
| 2025-11-16 | CHRISTIANS PAUL | Officer | F-InKind | D | Class A common stock, par value $0.0001 per share | 305 | 28.85 | 8.8K | 41,250 | D | ↗ |
| 2025-11-14 | WHITSON CLAY M | Director / Officer | F-InKind | D | Class A common stock, par value $0.0001 per share | 5,903 | 30.75 | 181.5K | 75,265 | D | ↗ |
| 2025-11-14 | STANFORD FREDERICK | Officer | F-InKind | D | Class A common stock, par value $0.0001 per share | 3,653 | 30.75 | 112.3K | 40,000 | D | ↗ |
| 2025-11-14 | SMITH GEOFFREY C. | Officer | A-Award | A | Class A common stock, par value $0.0001 per share | 15,000 | 0.00 | — | 70,000 | D | ↗ |
| 2025-11-14 | MAPLE PAUL | Officer | F-InKind | D | Class A common stock, par value $0.0001 per share | 5,903 | 30.75 | 181.5K | 42,366 | D | ↗ |
| 2025-11-14 | LAISURE CHRISTOPHER | Officer | A-Award | A | Class A common stock, par value $0.0001 per share | 15,000 | 0.00 | — | 60,700 | D | ↗ |
| 2025-11-14 | CHRISTIANS PAUL | Officer | A-Award | A | Class A common stock, par value $0.0001 per share | 15,000 | 0.00 | — | 58,110 | D | ↗ |
| 2025-09-21 | SMITH GEOFFREY C. | Officer | F-InKind | D | Class A common stock, par value $0.0001 per share | 1,964 | 32.07 | 63.0K | 68,036 | D | ↗ |
| 2025-09-11 | MAPLE PAUL | Officer | S-Sale | D | Class A common stock, par value $0.0001 per share | 2,500 | 31.04 | 77.6K | 33,269 | D | ↗ |
| 2025-08-29 | CHRISTIANS PAUL | Officer | S-Sale | D | Class A common stock, par value $0.0001 per share | 1,890 | 31.40 | 59.3K | 43,110 | D | ↗ |
| 2025-08-12 | MCKENNA TIMOTHY | Director | F-InKind | D | Class A common stock, par value $0.0001 per share | 24,064 | 31.58 | 759.9K | 10,758 | D | ↗ |
| 2025-08-06 | DAILY GREGORY S | Director / Officer / 10% Owner | G-Gift | D | Class B common stock, par value $0.0001 per share | 335,511 | 0.00 | — | 4,170,657 | D | ↗ |
| 2025-05-15 | SMITH GEOFFREY C. | Officer | S-Sale | D | Class A common stock, par value $0.0001 per share | 8,404 | 26.56 | 223.2K | 55,000 | D | ↗ |
| 2025-05-13 | WILDS DAVID M | Director | S-Sale | D | Class A common stock, par value $0.0001 per share | 218,400 | 24.81 | 5.42M | 0 | I | ↗ |
| 2025-05-13 | HARVEY ROBERT BURTON | Director | S-Sale | D | Class A common stock, par value $0.0001 per share | 26,980 | 24.82 | 669.6K | 0 | I | ↗ |
| 2025-05-13 | HARRISON JOHN C. | Director | S-Sale | D | Class A common stock, par value $0.0001 per share | 78,597 | 24.81 | 1.95M | 0 | I | ↗ |
| 2025-02-11 | WILDS DAVID M | Director | A-Award | A | Class A common stock, par value $0.0001 per share | 3,876 | 0.00 | — | 3,876 | D | ↗ |
| 2025-02-11 | WHITSON CLAY M | Director / Officer | A-Award | A | Class A common stock, par value $0.0001 per share | 40,000 | 0.00 | — | 66,168 | D | ↗ |
| 2025-02-11 | STANFORD FREDERICK | Officer | A-Award | A | Class A common stock, par value $0.0001 per share | 40,000 | 0.00 | — | 40,000 | D | ↗ |
| 2025-02-11 | SMITH GEOFFREY C. | Officer | A-Award | A | Class A common stock, par value $0.0001 per share | 40,000 | 0.00 | — | 63,404 | D | ↗ |
| 2025-02-11 | MORGAN DAVID K. | Director | A-Award | A | Class A common stock, par value $0.0001 per share | 3,876 | 0.00 | — | 13,876 | D | ↗ |
| 2025-02-11 | MCKENNA TIMOTHY | Director | A-Award | A | Class A common stock, par value $0.0001 per share | 3,876 | 0.00 | — | 3,876 | D | ↗ |
| 2025-02-11 | MAPLE PAUL | Officer | A-Award | A | Class A common stock, par value $0.0001 per share | 30,000 | 0.00 | — | 35,769 | D | ↗ |
| 2025-02-11 | LAISURE CHRISTOPHER | Officer | A-Award | A | Class A common stock, par value $0.0001 per share | 22,000 | 0.00 | — | 45,700 | D | ↗ |
| 2025-02-11 | Jenkins Decosta | Director | A-Award | A | Class A common stock, par value $0.0001 per share | 3,876 | 0.00 | — | 3,876 | D | ↗ |
| 2025-02-11 | HARVEY ROBERT BURTON | Director | A-Award | A | Class A common stock, par value $0.0001 per share | 3,876 | 0.00 | — | 3,876 | D | ↗ |
| 2025-02-11 | HARRISON JOHN C. | Director | A-Award | A | Class A common stock, par value $0.0001 per share | 3,876 | 0.00 | — | 3,876 | D | ↗ |
| 2025-02-11 | COURTNEY ELIZABETH S. | Director | A-Award | A | Class A common stock, par value $0.0001 per share | 3,876 | 0.00 | — | 3,876 | D | ↗ |
| 2025-02-11 | CHRISTIANS PAUL | Officer | A-Award | A | Class A common stock, par value $0.0001 per share | 40,000 | 0.00 | — | 45,000 | D | ↗ |
| 2025-01-23 | WILDS DAVID M | Director | D-Return | D | Class B common stock, par value $0.0001 per share | 289 | 0.00 | — | 7,550 | I | ↗ |
| 2025-01-23 | WHITSON CLAY M | Director / Officer | D-Return | D | Class B common stock, par value $0.0001 per share | 9,708 | 0.00 | — | 253,584 | D | ↗ |
| 2025-01-23 | STANFORD FREDERICK | Officer | D-Return | D | Class B common stock, par value $0.0001 per share | 3,687 | 0.00 | — | 96,313 | D | ↗ |
| 2025-01-23 | MCKENNA TIMOTHY | Director | D-Return | D | Class B common stock, par value $0.0001 per share | 1,422 | 0.00 | — | 37,165 | D | ↗ |
| 2025-01-23 | MAPLE PAUL | Officer | D-Return | D | Class B common stock, par value $0.0001 per share | 1,028 | 0.00 | — | 26,866 | D | ↗ |
| 2025-01-23 | HARVEY ROBERT BURTON | Director | D-Return | D | Class B common stock, par value $0.0001 per share | 431 | 0.00 | — | 11,285 | D | ↗ |
| 2025-01-23 | HARRISON JOHN C. | Director | D-Return | D | Class B common stock, par value $0.0001 per share | 3,009 | 0.00 | — | 78,597 | I | ↗ |
| 2025-01-23 | DAILY GREGORY S | Director / Officer / 10% Owner | D-Return | D | Class B common stock, par value $0.0001 per share | 93,774 | 0.00 | — | 2,449,437 | I | ↗ |
| 2024-11-27 | STANFORD FREDERICK | Officer | C-Conversion | D | Common Units | 17,577 | 0.00 | — | 100,000 | D | ↗ |
| 2024-11-25 | DAILY GREGORY S | Director / Officer / 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 40,000 | 24.06 | 962.4K | 88,544 | D | ↗ |
| 2024-11-22 | DAILY GREGORY S | Director / Officer / 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 48,544 | 23.51 | 1.14M | 48,544 | D | ↗ |
| 2024-11-16 | CHRISTIANS PAUL | Officer | F-InKind | D | Class A common stock, par value $0.0001 per share | 305 | 24.82 | 7.6K | 45,208 | D | ↗ |
| 2024-09-20 | SMITH GEOFFREY C. | Officer | A-Award | A | Class A common stock, par value $0.0001 per share | 15,000 | 0.00 | — | 23,404 | D | ↗ |
| 2024-02-13 | WILDS DAVID M | Director | A-Award | A | Stock Option (Right to Buy) | 11,508 | 19.22 | 221.2K | 11,508 | — | ↗ |
| 2024-02-13 | WHITSON CLAY M | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 100,000 | 19.22 | 1.92M | 100,000 | — | ↗ |
| 2024-02-13 | STANFORD FREDERICK | Officer | A-Award | A | Stock Option (Right to Buy) | 100,000 | 19.22 | 1.92M | 100,000 | — | ↗ |
| 2024-02-13 | SMITH GEOFFREY C. | Officer | A-Award | A | Stock Option (Right to Buy) | 75,000 | 19.22 | 1.44M | 75,000 | — | ↗ |
| 2024-02-13 | PANAGAKIS PETE | Officer | A-Award | A | Stock Option (Right to Buy) | 25,000 | 19.22 | 480.5K | 25,000 | — | ↗ |
| 2024-02-13 | MORGAN DAVID K. | Director | A-Award | A | Stock Option (Right to Buy) | 11,508 | 19.22 | 221.2K | 11,508 | — | ↗ |
| 2024-02-13 | MCKENNA TIMOTHY | Director | A-Award | A | Stock Option (Right to Buy) | 11,508 | 19.22 | 221.2K | 11,508 | — | ↗ |
| 2024-02-13 | MAPLE PAUL | Officer | A-Award | A | Stock Option (Right to Buy) | 75,000 | 19.22 | 1.44M | 75,000 | — | ↗ |
| 2024-02-13 | LAISURE CHRISTOPHER | Officer | A-Award | A | Stock Option (Right to Buy) | 55,000 | 19.22 | 1.06M | 55,000 | — | ↗ |
| 2024-02-13 | Jenkins Decosta | Director | A-Award | A | Stock Option (Right to Buy) | 11,508 | 19.22 | 221.2K | 11,508 | — | ↗ |
| 2024-02-13 | HARVEY ROBERT BURTON | Director | A-Award | A | Stock Option (Right to Buy) | 11,508 | 19.22 | 221.2K | 11,508 | — | ↗ |
| 2024-02-13 | HARRISON JOHN C. | Director | A-Award | A | Stock Option (Right to Buy) | 11,508 | 19.22 | 221.2K | 11,508 | — | ↗ |
| 2024-02-13 | COURTNEY ELIZABETH S. | Director | A-Award | A | Stock Option (Right to Buy) | 11,508 | 19.22 | 221.2K | 11,508 | — | ↗ |
| 2024-02-13 | CHRISTIANS PAUL | Officer | A-Award | A | Stock Option (Right to Buy) | 75,000 | 19.22 | 1.44M | 75,000 | — | ↗ |
| 2023-11-16 | CHRISTIANS PAUL | Officer | F-InKind | D | Class A common stock, par value $0.0001 per share | 305 | 20.30 | 6.2K | 45,513 | D | ↗ |
| 2023-08-18 | MCKENNA TIMOTHY | Director | M-Exempt | A | Class A common stock, par value $0.0001 per share | 10,000 | 13.00 | 130.0K | 10,000 | — | ↗ |
| 2023-05-15 | DAILY GREGORY S | Director / Officer / 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 22,377 | 21.90 | 490.1K | 134,800 | — | ↗ |
| 2023-05-12 | WILDS DAVID M | Director | A-Award | A | Stock Option (Right to Buy) | 10,297 | 21.30 | 219.3K | 10,297 | — | ↗ |
| 2023-05-12 | WHITSON CLAY M | Director / Officer | G-Gift | D | Common Units | 35,570 | 0.00 | — | 0 | — | ↗ |
| 2023-05-12 | MORGAN DAVID K. | Director | A-Award | A | Stock Option (Right to Buy) | 10,297 | 21.30 | 219.3K | 10,297 | — | ↗ |
| 2023-05-12 | MCKENNA TIMOTHY | Director | A-Award | A | Stock Option (Right to Buy) | 10,297 | 21.30 | 219.3K | 10,297 | — | ↗ |
| 2023-05-12 | Jenkins Decosta | Director | A-Award | A | Stock Option (Right to Buy) | 10,297 | 21.30 | 219.3K | 10,297 | — | ↗ |
| 2023-05-12 | HARVEY ROBERT BURTON | Director | A-Award | A | Stock Option (Right to Buy) | 10,297 | 21.30 | 219.3K | 10,297 | — | ↗ |
| 2023-05-12 | HARRISON JOHN C. | Director | A-Award | A | Stock Option (Right to Buy) | 10,297 | 21.30 | 219.3K | 10,297 | — | ↗ |
| 2023-05-12 | DAILY GREGORY S | Director / Officer / 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 27,623 | 21.28 | 587.8K | 112,423 | — | ↗ |
| 2023-05-12 | COURTNEY ELIZABETH S. | Director | A-Award | A | Stock Option (Right to Buy) | 10,297 | 21.30 | 219.3K | 10,297 | — | ↗ |
| 2023-02-13 | WHITSON CLAY M | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 101,076 | 26.31 | 2.66M | 101,076 | — | ↗ |
| 2023-02-13 | STANFORD FREDERICK | Officer | A-Award | A | Stock Option (Right to Buy) | 103,000 | 26.31 | 2.71M | 103,000 | — | ↗ |
| 2023-02-13 | SMITH GEOFFREY C. | Officer | A-Award | A | Stock Option (Right to Buy) | 75,000 | 26.31 | 1.97M | 75,000 | — | ↗ |
| 2023-02-13 | PANAGAKIS PETE | Officer | A-Award | A | Stock Option (Right to Buy) | 25,000 | 26.31 | 657.8K | 25,000 | — | ↗ |
| 2023-02-13 | MAPLE PAUL | Officer | A-Award | A | Stock Option (Right to Buy) | 74,667 | 26.31 | 1.96M | 74,667 | — | ↗ |
| 2023-02-13 | LAISURE CHRISTOPHER | Officer | A-Award | A | Stock Option (Right to Buy) | 55,000 | 26.31 | 1.45M | 55,000 | — | ↗ |
| 2023-02-13 | CHRISTIANS PAUL | Officer | A-Award | A | Stock Option (Right to Buy) | 75,000 | 26.31 | 1.97M | 75,000 | — | ↗ |
| 2022-11-23 | MORGAN DAVID K. | Director | P-Purchase | A | Class A common stock, par value $0.0001 per share | 2,000 | 24.80 | 49.6K | 10,000 | — | ↗ |
| 2022-11-22 | MORGAN DAVID K. | Director | P-Purchase | A | Class A common stock, par value $0.0001 per share | 1,000 | 23.73 | 23.7K | 8,000 | — | ↗ |
| 2022-11-16 | LAISURE CHRISTOPHER | Officer | — | I | Class A common stock, par value $0.0001 per share | 0 | 0.00 | — | 544,714 | — | ↗ |
| 2022-11-16 | CHRISTIANS PAUL | Officer | — | D | Stock Option (Right to Buy) | 25,000 | 26.53 | 663.3K | — | — | ↗ |
| 2022-08-29 | PANAGAKIS PETE | Officer | A-Award | A | Stock Option (Right to Buy) | 50,000 | 0.00 | — | 50,000 | — | ↗ |
| 2022-06-21 | WILDS DAVID M | Director | A-Award | A | Stock Option (Right to Buy) | 9,141 | 23.65 | 216.2K | 9,141 | — | ↗ |
| 2022-06-21 | MORGAN DAVID K. | Director | A-Award | A | Stock Option (Right to Buy) | 9,141 | 0.00 | — | 9,141 | — | ↗ |
| 2022-06-21 | MCKENNA TIMOTHY | Director | A-Award | A | Stock Option (Right to Buy) | 9,141 | 23.65 | 216.2K | 9,141 | — | ↗ |
| 2022-06-21 | Jenkins Decosta | Director | A-Award | A | Stock Option (Right to Buy) | 9,141 | 0.00 | — | 9,141 | — | ↗ |
| 2022-06-21 | HARVEY ROBERT BURTON | Director | A-Award | A | Stock Option (Right to Buy) | 9,141 | 23.65 | 216.2K | 9,141 | — | ↗ |
| 2022-06-21 | HARRISON JOHN C. | Director | A-Award | A | Stock Option (Right to Buy) | 9,141 | 23.65 | 216.2K | 9,141 | — | ↗ |
| 2022-06-21 | COURTNEY ELIZABETH S. | Director | A-Award | A | Stock Option (Right to Buy) | 9,141 | 0.00 | — | 9,141 | — | ↗ |
| 2022-06-08 | BERTKE ROBERT | Officer | M-Exempt | D | Stock Option (Right to Buy) | 7,500 | 0.00 | — | 91,300 | — | ↗ |
| 2022-02-11 | WHITSON CLAY M | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 35,000 | 26.53 | 928.6K | 35,000 | — | ↗ |
| 2022-02-11 | STANFORD FREDERICK | Officer | A-Award | A | Stock Option (Right to Buy) | 35,000 | 26.53 | 928.6K | 35,000 | — | ↗ |
| 2022-02-11 | SMITH GEOFFREY C. | Officer | A-Award | A | Stock Option (Right to Buy) | 30,000 | 26.53 | 795.9K | 30,000 | — | ↗ |
| 2022-02-11 | MAPLE PAUL | Officer | A-Award | A | Stock Option (Right to Buy) | 35,000 | 26.53 | 928.6K | 35,000 | — | ↗ |
| 2022-02-11 | BERTKE ROBERT | Officer | A-Award | A | Stock Option (Right to Buy) | 20,000 | 26.53 | 530.6K | 20,000 | — | ↗ |
| 2021-12-03 | DAILY GREGORY S | Director / Officer / 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 28,717 | 18.94 | 543.9K | 82,087 | — | ↗ |
| 2021-12-02 | DAILY GREGORY S | Director / Officer / 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 15,579 | 19.06 | 296.9K | 53,370 | — | ↗ |
| 2021-11-23 | Jenkins Decosta | Director | A-Award | A | Stock Option (Right to Buy) | 5,968 | 20.65 | 123.2K | 5,968 | — | ↗ |
| 2021-11-22 | STANFORD FREDERICK | Officer | J-Other | D | Class B common stock, par value $0.0001 per share | 15,000 | 0.00 | 1.50 | 117,577 | — | ↗ |
| 2021-10-22 | WILDS DAVID M | Director | G-Gift | D | Common Units | 3,687 | 0.00 | — | 268,475 | I | ↗ |
| 2021-09-24 | MAPLE PAUL | Officer | A-Award | A | Stock Option (Right to Buy) | 20,000 | 25.22 | 504.4K | 20,000 | — | ↗ |
| 2021-06-22 | SMITH GEOFFREY C. | Officer | — | D | Stock Option (Right to Buy) | 10,000 | 23.04 | 230.4K | 0 | — | ↗ |
| 2021-06-21 | WILDS DAVID M | Director | A-Award | A | Stock Option (Right to Buy) | 10,162 | 31.66 | 321.7K | 10,162 | — | ↗ |
| 2021-06-21 | WHITSON CLAY M | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 7,692 | 13.00 | 100.0K | 76,924 | — | ↗ |
| 2021-06-21 | MORGAN DAVID K. | Director | A-Award | A | Stock Option (Right to Buy) | 10,162 | 31.66 | 321.7K | 10,162 | — | ↗ |
| 2021-06-21 | MCKENNA TIMOTHY | Director | A-Award | A | Stock Option (Right to Buy) | 10,162 | 31.66 | 321.7K | 10,162 | — | ↗ |
| 2021-06-21 | HARVEY ROBERT BURTON | Director | A-Award | A | Stock Option (Right to Buy) | 10,162 | 31.66 | 321.7K | 10,162 | — | ↗ |
| 2021-06-21 | HARRISON JOHN C. | Director | A-Award | A | Stock Option (Right to Buy) | 10,162 | 31.66 | 321.7K | 10,162 | — | ↗ |
| 2021-06-21 | COURTNEY ELIZABETH S. | Director | A-Award | A | Stock Option (Right to Buy) | 10,162 | 31.66 | 321.7K | 10,162 | — | ↗ |
| 2021-06-10 | MORGAN DAVID K. | Director | P-Purchase | A | Class A common stock, par value $0.0001 per share | 3,000 | 31.67 | 95.0K | 7,000 | — | ↗ |
| 2021-03-15 | WILDS DAVID M | Director | S-Sale | D | Class A common stock, par value $0.0001 per share | 200,000 | 32.83 | 6.57M | 0 | — | ↗ |
| 2021-03-15 | HARVEY ROBERT BURTON | Director | C-Conversion | D | Common Units | 76,000 | 0.00 | — | 28,012 | — | ↗ |
| 2021-03-15 | HARRISON JOHN C. | Director | C-Conversion | D | Common Units | 200,000 | 0.00 | — | 81,606 | — | ↗ |
| 2021-02-11 | WHITSON CLAY M | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 35,000 | 34.20 | 1.20M | 35,000 | — | ↗ |
| 2021-02-11 | STANFORD FREDERICK | Officer | A-Award | A | Stock Option (Right to Buy) | 35,000 | 34.20 | 1.20M | 35,000 | — | ↗ |
| 2021-02-11 | MERIWETHER DAVID SCOTT | Officer | A-Award | A | Stock Option (Right to Buy) | 35,000 | 34.20 | 1.20M | 35,000 | — | ↗ |
| 2021-02-11 | MAPLE PAUL | Officer | A-Award | A | Stock Option (Right to Buy) | 35,000 | 34.20 | 1.20M | 35,000 | — | ↗ |
| 2021-02-11 | BERTKE ROBERT | Officer | A-Award | A | Stock Option (Right to Buy) | 10,000 | 34.20 | 342.0K | 10,000 | — | ↗ |
| 2020-12-18 | BERTKE ROBERT | Officer | F-InKind | D | Class A common stock, par value $0.0001 per share | 9,162 | 32.80 | 300.5K | 3,149 | — | ↗ |
| 2020-12-16 | WHITSON CLAY M | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 7,692 | 13.00 | 100.0K | 84,616 | — | ↗ |
| 2020-12-10 | WILDS DAVID M | Director | S-Sale | D | Class A common stock, par value $0.0001 per share | 400,000 | 27.10 | 10.84M | 0 | — | ↗ |
| 2020-12-10 | HARVEY ROBERT BURTON | Director | C-Conversion | A | Class A common stock, par value $0.0001 per share | 104,011 | 0.00 | 10.40 | 104,011 | — | ↗ |
| 2020-12-10 | HARRISON JOHN C. | Director | S-Sale | D | Class A common stock, par value $0.0001 per share | 280,000 | 27.10 | 7.59M | 0 | — | ↗ |
| 2020-12-08 | STANFORD FREDERICK | Officer | S-Sale | D | Class A common stock, par value $0.0001 per share | 16,029 | 28.88 | 462.9K | 0 | — | ↗ |
| 2020-12-07 | STANFORD FREDERICK | Officer | C-Conversion | A | Class A common stock, par value $0.0001 per share | 45,000 | 0.00 | 4.50 | 45,000 | — | ↗ |
| 2020-09-15 | WILDS DAVID M | Director | D-Return | D | Common Units | 214,414 | 0.00 | — | 872,162 | — | ↗ |
| 2020-09-15 | HARVEY ROBERT BURTON | Director | D-Return | D | Common Units | 74,692 | 0.00 | — | 303,821 | — | ↗ |
| 2020-09-15 | HARRISON JOHN C. | Director | D-Return | D | Class B common stock, par value $0.0001 per share | 138,066 | 0.00 | 13.81 | 561,606 | — | ↗ |
| 2020-06-22 | WILDS DAVID M | Director | A-Award | A | Stock Option (Right to Buy) | 10,000 | 29.69 | 296.9K | 10,000 | — | ↗ |
| 2020-06-22 | MCKENNA TIMOTHY | Director | A-Award | A | Stock Option (Right to Buy) | 10,000 | 29.69 | 296.9K | 10,000 | — | ↗ |
| 2020-06-22 | HARVEY ROBERT BURTON | Director | A-Award | A | Stock Option (Right to Buy) | 10,000 | 29.69 | 296.9K | 10,000 | — | ↗ |
| 2020-06-22 | HARRISON JOHN C. | Director | A-Award | A | Stock Option (Right to Buy) | 10,000 | 29.69 | 296.9K | 10,000 | — | ↗ |
| 2020-02-13 | WHITSON CLAY M | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 32,000 | 32.25 | 1.03M | 32,000 | — | ↗ |
| 2020-02-13 | STANFORD FREDERICK | Officer | A-Award | A | Stock Option (Right to Buy) | 32,000 | 32.25 | 1.03M | 32,000 | — | ↗ |
| 2020-02-13 | MERIWETHER DAVID SCOTT | Officer | A-Award | A | Stock Option (Right to Buy) | 32,000 | 32.25 | 1.03M | 32,000 | — | ↗ |
| 2020-02-13 | MAPLE PAUL | Officer | A-Award | A | Stock Option (Right to Buy) | 32,000 | 32.25 | 1.03M | 32,000 | — | ↗ |
| 2020-02-13 | BERTKE ROBERT | Officer | A-Award | A | Stock Option (Right to Buy) | 32,000 | 32.25 | 1.03M | 32,000 | — | ↗ |
| 2019-12-09 | MERIWETHER DAVID SCOTT | Officer | S-Sale | D | Class A common stock, par value $0.0001 per share | 3,000 | 27.90 | 83.7K | 56 | — | ↗ |
| 2019-11-26 | MERIWETHER DAVID SCOTT | Officer | A-Award | A | Stock Option (Right to Buy) | 25,000 | 26.91 | 672.8K | 25,000 | — | ↗ |
| 2019-08-13 | MORGAN DAVID K. | Director | P-Purchase | A | Class A common stock, par value $0.0001 per share | 2,000 | 21.35 | 42.7K | 4,000 | — | ↗ |
| 2019-06-26 | WHITSON CLAY M | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 7,692 | 13.00 | 100.0K | 92,308 | — | ↗ |
| 2019-06-20 | WILDS DAVID M | Director | A-Award | A | Stock Option (Right to Buy) | 10,000 | 26.84 | 268.4K | 10,000 | — | ↗ |
| 2019-06-20 | MCKENNA TIMOTHY | Director | A-Award | A | Stock Option (Right to Buy) | 10,000 | 26.84 | 268.4K | 10,000 | — | ↗ |
| 2019-06-20 | HARVEY ROBERT BURTON | Director | A-Award | A | Stock Option (Right to Buy) | 10,000 | 26.84 | 268.4K | 10,000 | — | ↗ |
| 2019-06-20 | HARRISON JOHN C. | Director | A-Award | A | Stock Option (Right to Buy) | 10,000 | 26.84 | 268.4K | 10,000 | — | ↗ |
| 2019-06-11 | DAILY GREGORY S | Director / Officer / 10% Owner | P-Purchase | A | Class A common stock, par value $0.0001 per share | 84,800 | 23.49 | 1.99M | 84,800 | — | ↗ |
| 2019-06-10 | WILDS DAVID M | Director | D-Return | D | Common Units | 1,869,296 | 0.00 | — | 1,234,092 | — | ↗ |
| 2019-06-10 | HARVEY ROBERT BURTON | Director | D-Return | D | Common Units | 392,556 | 0.00 | — | 259,163 | — | ↗ |
| 2019-06-10 | HARRISON JOHN C. | Director | D-Return | D | Common Units | 1,059,806 | 0.00 | — | 699,672 | — | ↗ |
| 2019-06-10 | FRONT STREET EQUITIES, LLC | 10% Owner | D-Return | D | Class B common stock, par value $0.0001 per share | 10,085 | 0.00 | 1.01 | 6,660 | — | ↗ |
| 2019-05-17 | STANFORD FREDERICK | Officer | S-Sale | D | Class A common stock, par value $0.0001 per share | 20,500 | 23.43 | 480.3K | 0 | — | ↗ |
| 2019-05-16 | STANFORD FREDERICK | Officer | S-Sale | D | Class A common stock, par value $0.0001 per share | 4,500 | 23.67 | 106.5K | 20,500 | — | ↗ |
| 2019-05-15 | STANFORD FREDERICK | Officer | J-Other | D | Class B common stock, par value $0.0001 per share | 25,000 | 0.00 | 2.50 | 177,577 | — | ↗ |
| 2019-02-19 | WHITSON CLAY M | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 50,000 | 21.65 | 1.08M | 50,000 | — | ↗ |
| 2019-02-19 | STANFORD FREDERICK | Officer | A-Award | A | Stock Option (Right to Buy) | 50,000 | 21.65 | 1.08M | 50,000 | — | ↗ |
| 2019-02-19 | MERIWETHER DAVID SCOTT | Officer | A-Award | A | Stock Option (Right to Buy) | 33,333 | 21.65 | 721.7K | 33,333 | — | ↗ |
| 2019-02-19 | MAPLE PAUL | Officer | A-Award | A | Stock Option (Right to Buy) | 33,333 | 21.65 | 721.7K | 33,333 | — | ↗ |
| 2019-02-19 | BERTKE ROBERT | Officer | A-Award | A | Stock Option (Right to Buy) | 33,333 | 21.65 | 721.7K | 33,333 | — | ↗ |
| 2018-08-16 | MORGAN DAVID K. | Director | P-Purchase | A | Class A common stock, par value $0.0001 per share | 2,000 | 15.66 | 31.3K | 2,000 | — | ↗ |
| 2018-06-25 | WILDS DAVID M | Director / 10% Owner | J-Other | A | Common Units | 7,839 | 0.00 | — | 7,839 | — | ↗ |
| 2018-06-25 | WHITSON CLAY M | Director / Officer | J-Other | A | Class A common stock, par value $0.0001 per share | 3,092 | 13.00 | 40.2K | 3,092 | — | ↗ |
| 2018-06-25 | STANFORD FREDERICK | Officer | A-Award | A | Stock Option (Right to Buy) | 100,000 | 13.00 | 1.30M | 100,000 | — | ↗ |
| 2018-06-25 | MORGAN DAVID K. | Director | A-Award | A | Stock Option (Right to Buy) | 40,000 | 13.00 | 520.0K | 40,000 | — | ↗ |
| 2018-06-25 | MERIWETHER DAVID SCOTT | Officer | A-Award | A | Stock Option (Right to Buy) | 100,000 | 13.00 | 1.30M | 100,000 | — | ↗ |
| 2018-06-25 | MCKENNA TIMOTHY | Director | J-Other | A | Common Units | 38,587 | 0.00 | — | 38,587 | — | ↗ |
| 2018-06-25 | MAPLE PAUL | Officer | P-Purchase | A | Class A common stock, par value $0.0001 per share | 5,769 | 13.00 | 75.0K | 5,769 | — | ↗ |
| 2018-06-25 | HARVEY ROBERT BURTON | Director | J-Other | A | Class B common stock, par value $0.0001 per share | 951,854 | 0.00 | 95.19 | 951,854 | — | ↗ |
| 2018-06-25 | HARRISON JOHN C. | Director | A-Award | A | Stock Option (Right to Buy) | 10,000 | 13.00 | 130.0K | 10,000 | — | ↗ |
| 2018-06-25 | FRONT STREET EQUITIES, LLC | 10% Owner | — | I | Class B common stock, par value $0.0001 per share | 0 | 0.00 | — | 2,618,260 | — | ↗ |
| 2018-06-25 | DAILY GREGORY S | Director / Officer / 10% Owner | J-Other | A | Class B common stock, par value $0.0001 per share | 2,543,211 | 0.00 | 254.32 | 2,543,211 | — | ↗ |
| 2018-06-25 | COURTNEY ELIZABETH S. | Director | A-Award | A | Stock Option (Right to Buy) | 40,000 | 13.00 | 520.0K | 40,000 | — | ↗ |
| 2018-06-25 | BERTKE ROBERT | Officer | J-Other | A | Common Units | 34,868 | 0.00 | — | 34,868 | — | ↗ |
| 2018-06-20 | WILDS DAVID M | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-06-20 | WHITSON CLAY M | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-06-20 | STANFORD FREDERICK | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-06-20 | MORGAN DAVID K. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-06-20 | MERIWETHER DAVID SCOTT | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-06-20 | MCKENNA TIMOTHY | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
8.9K
Shares Outstanding
22.09M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Paul Christians Chief Revenue Officer | 360.5K | — | 1.19M | — | — | — | 1.55M | 76.70% | ↗ |
| 2 | 2025 | Rick Stanford President | 331.8K | — | 1.19M | — | — | 19.9K | 1.54M | 77.14% | ↗ |
| 3 | 2025 | Clay Whitson Chief Strategy Officer | 270.4K | — | 1.19M | — | — | 20.0K | 1.48M | 80.34% | ↗ |
| 4 | 2025 | Geoff Smith Chief Financial Officer | 260.5K | — | 1.19M | — | — | 23.8K | 1.47M | 80.68% | ↗ |
| 5 | 2025 | Gregory Daily Chief Executive Officer | 341.3K | — | — | — | — | 9.9K | 351.2K | 0.00% | ↗ |
| 6 | 2024 | Rick Stanford President | 322.1K | — | — | 1.05M | — | 18.7K | 1.39M | 75.54% | ↗ |
| 7 | 2024 | Geoff Smith Chief Financial Officer | 235.8K | — | 329.9K | 789.6K | — | 24.0K | 1.38M | 81.16% | ↗ |
| 8 | 2024 | Geoff Smith Chief Financial Officer | 235.8K | — | 329.9K | 789.6K | — | 24.0K | 1.38M | 81.16% | ↗ |
| 9 | 2024 | Clay Whitson Chief Strategy Officer (Former Principal Financial Officer) | 268.4K | — | — | 1.05M | — | 21.2K | 1.34M | 78.42% | ↗ |
| 10 | 2024 | Clay Whitson Chief Strategy Officer | 268.4K | — | — | 1.05M | — | 21.2K | 1.34M | 78.42% | ↗ |
| 11 | 2024 | Paul Christians Chief Revenue Officer | 357.7K | — | — | 789.6K | — | 31.0K | 1.18M | 67.01% | ↗ |
| 12 | 2024 | Paul Christians Chief Operating Officer | 357.7K | — | — | 789.6K | — | 31.0K | 1.18M | 67.01% | ↗ |
| 13 | 2024 | Paul Maple General Counsel Secretary | 281.2K | — | — | 789.6K | — | 25.8K | 1.10M | 72.00% | ↗ |
| 14 | 2024 | Gregory Daily Chief Executive Officer | 341.3K | — | — | — | — | 9.0K | 350.3K | 0.00% | ↗ |
| 15 | 2023 | Rick Stanford President | 311.3K | 15.8K | — | 1.53M | — | 17.1K | 1.87M | 81.64% | ↗ |
| 16 | 2023 | Clay Whitson Chief Strategy Officer (Former Principal Financial Officer) | 259.4K | 13.1K | — | 1.50M | — | 21.0K | 1.79M | 83.65% | ↗ |
| 17 | 2023 | Clay Whitson Chief Financial Officer | 259.4K | 13.1K | — | 1.50M | — | 21.0K | 1.79M | 83.65% | ↗ |
| 18 | 2023 | Paul Christians Chief Operating Officer | 350.0K | 17.5K | 111.4K | 1.12M | — | 4.7K | 1.60M | 76.72% | ↗ |
| 19 | 2023 | Paul Christians Chief Operating Officer | 350.0K | 17.5K | 111.4K | 1.12M | — | 4.7K | 1.60M | 76.72% | ↗ |
| 20 | 2023 | Paul Maple General Counsel Secretary | 267.5K | 13.8K | — | 1.11M | — | 23.7K | 1.42M | 78.45% | ↗ |
| 21 | 2023 | Paul Maple General Counsel Secretary | 267.5K | 13.8K | — | 1.11M | — | 23.7K | 1.42M | 78.45% | ↗ |
| 22 | 2023 | Gregory Daily Chief Executive Officer | 337.2K | — | — | — | — | 8.4K | 345.6K | 0.00% | ↗ |
| 23 | 2022 | Rick Stanford President | 300.0K | 30.0K | 561.3K | 491.7K | — | 8.7K | 1.39M | 75.66% | ↗ |
| 24 | 2022 | Clay Whitson Chief Financial Officer | 250.0K | 25.0K | 561.3K | 491.7K | — | 23.2K | 1.35M | 77.93% | ↗ |
| 25 | 2022 | Gregory Daily Chief Executive Officer | 325.0K | — | — | — | — | 9.1K | 334.1K | 0.00% | ↗ |
| 26 | 2021 | Rick Stanford President | 275.0K | 27.5K | — | 648.8K | — | 8.6K | 959.9K | 67.59% | ↗ |
| 27 | 2021 | Clay Whitson Chief Financial Officer | 225.0K | 22.5K | — | 648.8K | — | 19.1K | 915.4K | 70.87% | ↗ |
| 28 | 2021 | Gregory Daily Chief Executive Officer | 300.0K | — | — | — | — | 8.3K | 308.3K | 0.00% | ↗ |
| 29 | 2020 | Rick Stanford President | 275.0K | — | — | 263.4K | — | 9.2K | 547.6K | 48.10% | ↗ |
| 30 | 2020 | Clay Whitson Chief Financial Officer | 225.0K | — | — | 263.4K | — | 14.4K | 502.8K | 52.39% | ↗ |
| 31 | 2020 | Gregory Daily Chief Executive Officer | 150.0K | — | — | — | — | 4.0K | 154.0K | 0.00% | ↗ |
| 32 | 2019 | Rick Stanford President | 275.0K | 51.6K | — | 342.1K | — | 9.3K | 677.9K | 50.46% | ↗ |
| 33 | 2019 | Clay Whitson Chief Financial Officer | 225.0K | 42.2K | — | 342.1K | — | 12.1K | 621.4K | 55.06% | ↗ |
| 34 | 2019 | Gregory Daily Chief Executive Officer | 155.3K | — | — | — | — | 8.4K | 163.7K | 0.00% | ↗ |
| 35 | 2018 | Rick Stanford President | 249.7K | — | — | 412.7K | — | 10.5K | 672.9K | 61.33% | ↗ |
| 36 | 2018 | Clay Whitson Chief Financial Officer | 206.9K | — | — | 412.7K | — | 9.3K | 629.0K | 65.62% | ↗ |
| 37 | 2018 | Gregory Daily Chief Executive Officer | 11.8K | — | — | — | — | 10.5K | 22.3K | 0.00% | ↗ |
| 38 | 2017 | Rick Stanford President | 240.0K | 60.0K | — | — | — | 10.6K | 310.6K | 0.00% | ↗ |
| 39 | 2017 | Clay Whitson Chief Financial Officer | 200.0K | 50.0K | — | — | — | 9.2K | 259.2K | 0.00% | ↗ |
| 40 | 2017 | Gregory Daily Chief Executive Officer | 5.7K | — | — | — | — | 5.3K | 11.0K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Paul Christians | Chief Revenue Officer | 360.5K | male |
| Frederick Stanford | President | 351.6K | male |
| Gregory S. Daily | Chairman & Chief Executive Officer | 351.2K | male |
| Paul Maple | General Counsel & Secretary | 307.0K | male |
| Clay Whitson | Chief Strategy Officer & Director | 290.4K | male |
| Geoffrey C. Smith | Chief Financial Officer | 284.3K | male |
| Eric Willis | Corporate Executive Vice President of Operations | — | male |
| Hume Miller | Head of i3 Education | — | male |
| Michael O'Keefe | Chief Technology Officer | — | male |
| Amber Murphy | Senior Vice President of Human Resources | — | female |
ESG Rating
ESG Score History SOFTWARE - INFRASTRUCTURE
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for IIIV
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.
