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Innovage Holding Corp. (INNV)

USD11.79 +0.18 (+1.55%)
US NASDAQ Healthcare Medical - Care Facilities
Address 8950 East Lowry Boulevard 80230
Denver, CO, US
CEO Patrick Blair
IPO 2021-03-04
CIK 1834376 ISIN US45784A1043

Explore sections of this company profile

Description

InnovAge Holding Corp. manages and provides a range of medical and ancillary services for seniors in need of care and support to live independently in its homes and communities. It manages its business through Program of All-Inclusive Care for the Elderly (PACE) approach. The company also offers in-home care services consisting of skilled, unskilled, and personal care; in-center services, such as primary care, physical therapy, occupational therapy, speech therapy, dental services, mental health and psychiatric services, meals, and activities; transportation to and from the PACE center and third-party medical appointments; and care management. It serves participants in the United States; and operates PACE centers in Colorado, California, New Mexico, Pennsylvania, Florida, and Virginia. The company was formerly known as TCO Group Holdings, Inc. and changed its name to InnovAge Holding Corp. in January 2021. InnovAge Holding Corp. was founded in 1989 and is headquartered in Denver, Colorado.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD11.79 +0.18 (+1.55%)
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Volume Profile
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Liquidity & share structure
Average Volume
325.5K
Beta
0.45
Float Shares
21.46M
Free Float %
15.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.58% -8.26% -7.93% -9.58% +32.69% +45.47% +98.68% +19.46% -67.17% -68.80% -68.80%
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
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (8 ratings, all time) Hold
Price Targets & DCF
Current price
11.79
Low 5.00 -57.6%
Consensus 6.80 -42.3%
Median 8.00 -32.1%
High 8.00 -32.1%
Ratings Trend (MoM) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 2 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 5
6.80
-42.3%
Quality scores
Altman Z-Score
3.82
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Care Facilities: +10.2%
    +11.8% Q1'26: +15.5% (vs Q1'25)
  • EPS growth Medical - Care Facilities: +19.2%
    -37.5% Q1'26: -161.3% (vs Q1'25)
  • FCF margin FCF growth · Medical - Care Facilities: +32.0%
    +0.8% Q1'26: +5.8% (vs Q1'25)
  • EBIT margin Medical - Care Facilities: +11.3%
    -1.9% Q1'26: +9.0% (vs Q1'25)
  • ROIC Medical - Care Facilities: +6.8%
    -6.3% Q1'26: +42.6% (vs Q1'25)
  • Share dilution Medical - Care Facilities: +0.0%
    -0.4% Q1'26: +0.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Care Facilities: 0.99×
    30.05× Q1'26: 0.85× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.49) × ERP
WACC = 91% × Ke + 9% × Kd (4.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 11.79
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Jun 2021
actual
Jun 2022
actual
Jun 2023
actual
Jun 2024
actual
Jun 2025
actual
Jun 2026
2 Rev. Ana.
1 EPS Ana.
Jun 2027
3 Rev. Ana.
2 EPS Ana.
Jun 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
637.80M
est: 633.89M (+0.6%)
698.64M
est: 698.95M (0.0%)
688.09M
est: 686.11M (+0.3%)
763.86M
est: 756.16M (+1.0%)
853.70M
est: 852.01M (+0.2%)
960.37M
951.78M – 968.96M
+12.7% YoY
1.03B
1.02B – 1.04B
+7.5% YoY
1.11B
1.11B – 1.11B
+7.6% YoY
EBITDA
-5.89M
est: -5.04M (-16.7%)
9.21M
est: -5.56M (+265.6%)
-33.85M
est: -5.46M (-520.0%)
1.15M
est: -6.02M (+119.2%)
3.36M
est: -6.78M (+149.6%)
-7.64M
-7.71M – -7.57M
-12.7% YoY
-8.22M
-8.30M – -8.14M
-7.5% YoY
-8.84M
-8.84M – -8.84M
-7.6% YoY
EBIT
-18.18M
est: -18.90M (+3.8%)
-4.71M
est: -20.84M (+77.4%)
-49.27M
est: -20.46M (-140.9%)
-17.80M
est: -22.54M (+21.1%)
-16.15M
est: -25.40M (+36.4%)
-28.63M
-28.89M – -28.38M
-12.7% YoY
-30.79M
-31.09M – -30.49M
-7.5% YoY
-33.12M
-33.13M – -33.11M
-7.6% YoY
Net Income
-43.99M
est: -32.46M (-35.5%)
-6.52M
est: 7.76M (-184.0%)
-40.67M
est: -35.25M (-15.4%)
-21.34M
est: -22.68M (+5.9%)
-30.31M
est: -23.52M (-28.9%)
40.27M
-6.55M – 49.13M
+271.2% YoY
52.45M
43.87M – 57.58M
+30.2% YoY
60.80M
60.11M – 61.48M
+15.9% YoY
SGA
154.57M
est: 123.42M (+25.2%)
125.85M
est: 136.09M (-7.5%)
135.26M
est: 133.59M (+1.3%)
136.29M
est: 147.23M (-7.4%)
150.28M
est: 165.89M (-9.4%)
186.99M
185.32M – 188.66M
+12.7% YoY
201.07M
199.12M – 203.03M
+7.5% YoY
216.30M
216.21M – 216.39M
+7.6% YoY
EPS
-0.33
est: -0.24 (-37.7%)
-0.05
est: 0.06 (-187.2%)
-0.30
est: -0.26 (-15.2%)
-0.16
est: -0.17 (+7.3%)
-0.22
est: -0.17 (-26.6%)
0.21
-0.05 – 0.36
+218.3% YoY
0.37
0.32 – 0.43
+82.2% YoY
0.45
0.44 – 0.45
+19.9% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-08 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-07 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-06 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-05 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-04 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-01 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-30 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-29 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-28 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-27 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-24 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-23 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-22 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-21 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-20 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-17 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-16 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
67.14M
OE per share TTM
0.49
Owner's Yield
6.55%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
24.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
11
Total invested
4.26M
Insider transactions (90d)
0
Beneficial owners (>5%)
17
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Apax X (Guernsey) USD AIV L.P. 116.52M 85.98% 116.52M 116.52M PN 2022-02-11
2 Apax X EUR L.P. 116.52M 85.98% 116.52M 116.52M PN 2022-02-11
3 Apax X GP Co. Limited 116.52M 85.98% 116.52M 116.52M CO 2022-02-11
4 Apax X USD L.P. 116.52M 85.98% 116.52M 116.52M PN 2022-02-11
5 Ignite Aggregator LP 116.52M 85.98% 116.52M 116.52M PN 2022-02-11
6 Ignite GP Inc. 116.52M 85.98% 116.52M 116.52M CO 2022-02-11
7 TCO Group Holdings, L.P. 116.52M 85.98% 116.52M 116.52M PN 2022-02-11
8 WCAS - Co-Invest Holdco, L.P. 116.52M 85.98% 116.52M 116.52M PN 2022-02-11
9 WCAS Co-Invest Associates LLC 116.52M 85.98% 116.52M 116.52M OO 2022-02-11
10 WCAS Management Corporation 116.52M 85.98% 116.52M 116.52M CO 2022-02-11
11 WCAS XII Associates Cayman, L.P. 116.52M 85.98% 116.52M 116.52M PN 2022-02-11
12 WCAS XII Associates LLC 116.52M 85.98% 116.52M 116.52M OO 2022-02-11
13 WCAS XII Co-Investors LLC 116.52M 85.98% 116.52M 116.52M OO 2022-02-11
14 Welsh, Carson, Anderson & Stowe XII Cayman, L.P. 116.52M 85.98% 116.52M 116.52M PN 2022-02-11
15 Welsh, Carson, Anderson & Stowe XII Delaware II, L.P. 116.52M 85.98% 116.52M 116.52M PN 2022-02-11
16 Welsh, Carson, Anderson & Stowe XII Delaware, L.P. 116.52M 85.98% 116.52M 116.52M PN 2022-02-11
17 Welsh, Carson, Anderson & Stowe XII, L.P. 116.52M 85.98% 116.52M 116.52M PN 2022-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
11
-67 vs prev Q
New positions
3
Closed positions
69
Increased
6
Reduced
3
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. 6.17M +577.6K (+10.3%) 32.01M +3.2M (+11.0%) 4.55% +0.417 pp 0.02% +0.003 pp USD5.61 -7.5% 14 qtrs
2 COLISEUM CAPITAL MANAGEMENT, LLC 2.97M -903.3K (-23.3%) 15.43M -4.6M (-22.9%) 2.19% -0.672 pp 1.26% -0.689 pp USD5.39 -3.7% 17 qtrs
3 BLACKROCK, INC. 1.26M -16.6K (-1.3%) 6.55M -47.8K (-0.7%) 0.93% -0.014 pp 0.00% +0.000 pp USD5.97 -13.1% 6 qtrs
4 VANGUARD GROUP INC 1.14M +15.9K (+1.4%) 5.92M +116.3K (+2.0%) 0.84% +0.010 pp 0.00% +0.000 pp USD21.25 -75.6% 20 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 552.8K -704.0 (-0.1%) 2.87M +12.9K (+0.5%) 0.41% -0.001 pp 0.00% +0.000 pp USD15.21 -65.9% 20 qtrs
6 WELCH CAPITAL PARTNERS LLC/NY 404.1K -42.9K (-9.6%) 2.10M -209.0K (-9.1%) 0.30% -0.032 pp 0.42% -0.055 pp USD4.63 +12.1% 17 qtrs
7 STATE STREET CORP 365.9K +22.6K (+6.6%) 1.90M +127.6K (+7.2%) 0.27% +0.016 pp 0.00% +0.000 pp USD16.11 -67.8% 19 qtrs
8 MARSHALL WACE, LLP 291.3K +291.3K (+100.0%) 1.51M +1.5M (+100.0%) 0.21% +0.215 pp 0.00% +0.001 pp USD5.19 +0.0% 1 qtrs NEW
9 NORTHERN TRUST CORP 259.9K -22.6K (-8.0%) 1.35M -108.7K (-7.5%) 0.19% -0.017 pp 0.00% +0.000 pp USD12.22 -57.5% 19 qtrs
10 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 238.9K +227.4K (+1,978.3%) 1.24M +1.2M (+1,990.4%) 0.18% +0.168 pp 0.01% +0.007 pp USD5.19 +0.0% 2 qtrs
11 RENAISSANCE TECHNOLOGIES LLC 184.7K +33.8K (+22.4%) 958.6K +179.9K (+23.1%) 0.14% +0.025 pp 0.00% +0.001 pp USD6.19 -16.2% 19 qtrs
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 171.5K -133.0 (-0.1%) 890.0K +4.5K (+0.5%) 0.13% 0.000 pp 0.00% +0.000 pp USD12.29 -57.8% 19 qtrs
13 RITHOLTZ WEALTH MANAGEMENT 165.1K +165.1K (+100.0%) 856.7K +856.7K (+100.0%) 0.12% +0.122 pp 0.02% +0.016 pp USD5.19 +0.0% 1 qtrs NEW
14 GOLDMAN SACHS GROUP INC 116.2K +73.3K (+170.8%) 602.8K +381.5K (+172.4%) 0.09% +0.054 pp 0.00% +0.000 pp USD5.05 +2.8% 17 qtrs
15 STRS OHIO 97.4K +34.9K (+55.8%) 505.5K +183.0K (+56.7%) 0.07% +0.026 pp 0.00% +0.001 pp USD5.94 -12.6% 19 qtrs
16 JANE STREET GROUP, LLC 90.9K +48.2K (+112.9%) 471.7K +251.4K (+114.1%) 0.07% +0.035 pp 0.00% +0.000 pp USD4.98 +4.2% 9 qtrs
17 ACADIAN ASSET MANAGEMENT LLC 65.3K +65.3K (+100.0%) 336.0K +336.0K (+100.0%) 0.05% +0.048 pp 0.00% +0.001 pp USD5.19 +0.0% 1 qtrs NEW
18 GWN SECURITIES INC. 57.2K +57.2K (+100.0%) 296.8K +296.8K (+100.0%) 0.04% +0.042 pp 0.06% +0.060 pp USD5.19 +0.0% 1 qtrs NEW
19 MORGAN STANLEY 49.8K +32.9K (+194.6%) 258.5K +171.3K (+196.4%) 0.04% +0.024 pp 0.00% +0.000 pp USD5.50 -5.6% 20 qtrs
20 DIMENSIONAL FUND ADVISORS LP 48.9K +48.9K (+100.0%) 253.9K +253.9K (+100.0%) 0.04% +0.036 pp 0.00% +0.000 pp USD5.19 +0.0% 1 qtrs NEW
21 BANK OF NEW YORK MELLON CORP 45.2K -1.3K (-2.9%) 234.5K -5.5K (-2.3%) 0.03% -0.001 pp 0.00% +0.000 pp USD5.84 -11.1% 19 qtrs
22 NUVEEN, LLC 43.2K +— (+0.0%) 224.4K +1.3K (+0.6%) 0.03% 0.000 pp 0.00% +0.000 pp USD2.98 +74.2% 4 qtrs
23 GSA CAPITAL PARTNERS LLP 38.8K +1.4K (+3.8%) 202.0K +9.0K (+4.7%) 0.03% +0.001 pp 0.02% +0.001 pp USD3.75 +38.4% 3 qtrs
24 ALLIANCEBERNSTEIN L.P. 38.9K +— (+0.0%) 201.9K +1.2K (+0.6%) 0.03% 0.000 pp 0.00% +0.000 pp USD9.56 -45.7% 19 qtrs
25 ASSENAGON ASSET MANAGEMENT S.A. 32.7K +32.7K (+100.0%) 169.6K +169.6K (+100.0%) 0.02% +0.024 pp 0.00% +0.000 pp USD5.19 +0.0% 1 qtrs NEW
26 BARCLAYS PLC 31.6K +6.0K (+23.3%) 164.0K +10.3K (+6.7%) 0.02% +0.004 pp 0.00% +0.000 pp USD4.92 +5.5% 16 qtrs
27 XTX TOPCO LTD 27.8K +27.8K (+100.0%) 144.4K +144.4K (+100.0%) 0.02% +0.021 pp 0.00% +0.004 pp USD5.19 +0.0% 1 qtrs NEW
28 LOS ANGELES CAPITAL MANAGEMENT LLC 29.8K +— (+0.0%) 137.1K -16.4K (-10.7%) 0.02% +0.000 pp 0.00% 0.000 pp USD3.69 +40.7% 3 qtrs
29 STATE OF WISCONSIN INVESTMENT BOARD 26.4K +26.4K (+100.0%) 137.0K +137.0K (+100.0%) 0.02% +0.020 pp 0.00% +0.000 pp USD5.19 +0.0% 1 qtrs NEW
30 SQUAREPOINT OPS LLC 25.8K +25.8K (+100.0%) 133.8K +133.8K (+100.0%) 0.02% +0.019 pp 0.00% +0.000 pp USD5.19 +0.0% 1 qtrs NEW
31 AQR CAPITAL MANAGEMENT LLC 25.7K +3.1K (+13.9%) 133.4K +16.9K (+14.6%) 0.02% +0.002 pp 0.00% +0.000 pp USD4.17 +24.5% 3 qtrs
32 RHUMBLINE ADVISERS 25.7K -4.0K (-13.6%) 133.2K -20.1K (-13.1%) 0.02% -0.003 pp 0.00% +0.000 pp USD10.53 -50.7% 19 qtrs
33 MILLENNIUM MANAGEMENT LLC 24.1K +1.1K (+4.8%) 124.8K +6.4K (+5.4%) 0.02% +0.001 pp 0.00% +0.000 pp USD3.38 +53.6% 4 qtrs
34 WELLS FARGO & COMPANY/MN 22.5K +8.1K (+56.9%) 116.6K +42.7K (+57.8%) 0.02% +0.006 pp 0.00% +0.000 pp USD5.43 -4.4% 17 qtrs
35 BANK OF AMERICA CORP /DE/ 21.3K +6.9K (+48.2%) 110.7K +36.4K (+49.1%) 0.02% +0.005 pp 0.00% +0.000 pp USD5.10 +1.8% 20 qtrs
36 VIRTU FINANCIAL LLC 19.2K +19.2K (+100.0%) 100.0K +100.0K (+100.0%) 0.01% +0.014 pp 0.00% +0.004 pp USD5.19 +0.0% 1 qtrs NEW
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 15.7K -1.8K (-10.1%) 81.4K -8.6K (-9.6%) 0.01% -0.001 pp 0.00% +0.000 pp USD3.39 +53.1% 5 qtrs
38 CITADEL ADVISORS LLC 14.8K -17.6K (-54.3%) 76.8K -90.4K (-54.1%) 0.01% -0.013 pp 0.00% +0.000 pp USD5.16 +0.6% 5 qtrs
39 ALGERT GLOBAL LLC 14.3K +14.3K (+100.0%) 74.0K +74.0K (+100.0%) 0.01% +0.011 pp 0.00% +0.001 pp USD5.19 +0.0% 1 qtrs NEW
40 KATHMERE CAPITAL MANAGEMENT, LLC 13.3K +13.3K (+100.0%) 68.9K +68.9K (+100.0%) 0.01% +0.010 pp 0.00% +0.005 pp USD5.19 +0.0% 1 qtrs NEW
41 DEUTSCHE BANK AG\ 12.8K +1.7K (+15.1%) 66.3K +9.0K (+15.8%) 0.01% +0.001 pp 0.00% +0.000 pp USD13.38 -61.2% 19 qtrs
42 PRICE T ROWE ASSOCIATES INC /MD/ 11.5K +— (+0.0%) 60.0K +— (+0.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD3.76 +38.0% 3 qtrs
43 CIBC ASSET MANAGEMENT INC 11.1K +11.1K (+100.0%) 57.5K +57.5K (+100.0%) 0.01% +0.008 pp 0.00% +0.000 pp USD5.19 +0.0% 1 qtrs NEW
44 INVESCO LTD. 11.1K +11.1K (+100.0%) 57.4K +57.4K (+100.0%) 0.01% +0.008 pp 0.00% +0.000 pp USD5.19 +0.0% 1 qtrs NEW
45 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 9.4K -72.0 (-0.8%) 48.7K -90.0 (-0.2%) 0.01% 0.000 pp 0.00% +0.000 pp USD5.00 +3.8% 7 qtrs
46 JPMORGAN CHASE & CO 8.4K -7.6K (-47.6%) 43.5K -39.0K (-47.3%) 0.01% -0.006 pp 0.00% +0.000 pp USD5.09 +2.0% 20 qtrs
47 NEW YORK STATE COMMON RETIREMENT FUND 8.1K +— (+0.0%) 41.9K +242.0 (+0.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD17.67 -70.6% 19 qtrs
48 STATE OF ALASKA, DEPARTMENT OF REVENUE 6.6K +— (+0.0%) 34.0K +1.0K (+3.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.16 +0.6% 2 qtrs
49 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 5.0K +— (+0.0%) 25.8K +150.0 (+0.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.69 +40.7% 3 qtrs
50 BNP PARIBAS ARBITRAGE, SNC 4.6K +871.0 (+23.1%) 24.1K +4.6K (+23.8%) 0.00% +0.001 pp 0.00% +0.000 pp USD4.38 +18.5% 5 qtrs
51 FEDERATED HERMES, INC. 3.9K +3.9K (+100.0%) 20.2K +20.2K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD5.19 +0.0% 1 qtrs NEW
52 FMR LLC 3.5K +403.0 (+13.2%) 18.0K +2.2K (+13.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.50 +15.3% 16 qtrs
53 RUSSELL INVESTMENTS GROUP, LTD. 2.9K +— (+0.0%) 14.9K +85.0 (+0.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.30 +20.7% 8 qtrs
54 UBS GROUP AG 2.0K -10.4K (-83.7%) 10.6K -53.8K (-83.6%) 0.00% -0.008 pp 0.00% +0.000 pp USD5.94 -12.6% 20 qtrs
55 TOWER RESEARCH CAPITAL LLC (TRC) 2.0K -551.0 (-21.9%) 10.2K -2.8K (-21.5%) 0.00% 0.000 pp 0.00% 0.000 pp USD3.96 +31.1% 19 qtrs
56 CWM, LLC 2.0K +133.0 (+7.2%) 10.0K +1.0K (+11.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.20 +23.6% 7 qtrs
57 LEGAL & GENERAL GROUP PLC 1.8K +— (+0.0%) 9.3K +54.0 (+0.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD13.46 -61.4% 20 qtrs
58 ROYAL BANK OF CANADA 1.8K -9.0 (-0.5%) 9.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.51 +15.1% 20 qtrs
59 AMERITAS INVESTMENT PARTNERS, INC. 1.4K +— (+0.0%) 7.5K +43.0 (+0.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD21.31 -75.6% 19 qtrs
60 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.2K -134.0 (-9.7%) 6.5K -654.0 (-9.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD18.83 -72.4% 19 qtrs
61 STERLING CAPITAL MANAGEMENT LLC 909.00 +32.0 (+3.6%) 4.7K +193.0 (+4.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.41 +17.7% 6 qtrs
62 AMALGAMATED BANK 636.00 +5.0 (+0.8%) 3.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.70 -22.5% 16 qtrs
63 CITIGROUP INC 467.00 -26.0 (-5.3%) 2.4K -120.0 (-4.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.39 -3.7% 19 qtrs
64 ADVISOR GROUP HOLDINGS, INC. 230.00 +180.0 (+360.0%) 1.2K +936.0 (+362.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.71 +10.2% 4 qtrs
65 OPTIVER HOLDING B.V. 208.00 +— (+0.0%) 1.1K +7.0 (+0.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.16 +0.6% 2 qtrs
66 SIMPLEX TRADING, LLC 145.00 +145.0 (+100.0%) 752.00 +752.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.19 +0.0% 1 qtrs NEW
67 GAMMA INVESTING LLC 127.00 +72.0 (+130.9%) 659.00 +375.0 (+132.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.17 +0.4% 2 qtrs
68 ASTER CAPITAL MANAGEMENT (DIFC) LTD 88.00 +88.0 (+100.0%) 457.00 +457.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.18 +0.2% 1 qtrs NEW
69 EVERSOURCE WEALTH ADVISORS, LLC 85.00 +4.0 (+4.9%) 441.00 +23.0 (+5.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.36 +19.0% 4 qtrs
70 NISA INVESTMENT ADVISORS, LLC 74.00 -1.3K (-94.7%) 384.00 -6.8K (-94.7%) 0.00% -0.001 pp 0.00% +0.000 pp USD5.54 -6.3% 16 qtrs
71 PNC FINANCIAL SERVICES GROUP, INC. 50.00 +50.0 (+100.0%) 260.00 +260.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.18 +0.2% 3 qtrs
72 ALLWORTH FINANCIAL LP 11.00 +1.0 (+10.0%) 58.00 +6.0 (+11.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.00 +29.8% 3 qtrs
73 FARTHER FINANCE ADVISORS, LLC 8.00 +8.0 (+100.0%) 42.00 +42.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.13 +1.2% 1 qtrs NEW
74 TRUE WEALTH DESIGN, LLC 6.00 +1.0 (+20.0%) 32.00 +6.0 (+23.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.17 +63.7% 4 qtrs
75 IFP ADVISORS, INC 6.00 +1.0 (+20.0%) 31.00 +5.0 (+19.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +3.8% 5 qtrs
76 SUNBELT SECURITIES, INC. 2.00 +— (+0.0%) 10.00 +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +3.8% 2 qtrs
77 MAI CAPITAL MANAGEMENT 1.00 +1.0 (+100.0%) 6.00 +6.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +3.8% 1 qtrs NEW
78 CLEARSTEAD ADVISORS, LLC -26.0 (-100.0%) -135.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
79 WADDELL & ASSOCIATES, LLC -33.0K (-100.0%) -170.4K (-100.0%) 0.00% -0.024 pp 0.00% -0.015 pp USD 3 qtrs SOLD
80 SRS CAPITAL ADVISORS, INC. -331.0 (-100.0%) -1.7K (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
81 ACCORDANT ADVISORY GROUP INC -100.0K (-100.0%) -516.0K (-100.0%) 0.00% -0.074 pp 0.00% -0.351 pp USD 7 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 52 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Federated Hermes MDT Small Cap Core ETF FSCC 0.42% 692.1K 0.51%
2 KraneShares Man Buyout Beta Index ETF BUYO 0.04% 7.1K 0.89%
3 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.02% 60.5K 0.39%
4 iShares Russell 2000 Growth ETF IWO 0.02% 2.38M 0.24%
5 Avantis U.S. Small Cap Equity ETF AVSC 0.01% 366.8K 0.25%
6 U.S. Micro Cap Portfolio ETF DFMC 0.01% 873.3K 0.43%
7 U.S. Small Cap Growth Portfolio: ETF Class Shares DUSG 0.01% 204.1K 0.33%
8 Dimensional - US Small Cap ETF DFAS 0.01% 1.52M 0.26%
9 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.01% 548.2K 0.30%
10 iShares Morningstar Small-Cap Growth ETF ISCG 0.01% 94.8K 0.06%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
0
Sells
0
Shares acquired
Shares disposed
Cash buys
Cash sales
Net activity
+0
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
2026-01-28 TRAYNOR SEAN Director 0 0.00 0
2026-01-28 MAHESH PAVITHRA Director 0 0.00 0
2025-12-01 BLAIR PATRICK T Officer F-InKind D Common Stock, $0.001 par value 5,054 5.47 27.6K 709,072 D
2025-11-14 SCARBROUGH MICHAEL ANTHONY Officer S-Sale D Common Stock, $0.001 par value 33,000 4.90 161.7K 119,617 D
2025-09-30 Delk Meredith Officer 0 0.00 0
2025-09-01 BLAIR PATRICK T Officer F-InKind D Common Stock, $0.001 par value 5,056 3.83 19.4K 714,126 D
2025-08-15 DAMATO NICOLE Officer F-InKind D Common Stock, $0.001 par value 14,303 3.43 49.1K 319,807 D
2025-07-16 BLAIR PATRICK T Officer A-Award A Common Stock, $0.001 par value 137,299 0.00 719,182 D
2025-07-15 SCARBROUGH MICHAEL ANTHONY Officer A-Award A Common Stock, $0.001 par value 119,617 0.00 152,617 D
2025-07-15 DAMATO NICOLE Officer A-Award A Common Stock, $0.001 par value 125,598 0.00 334,110 D
2025-07-01 ZORETIC RICHARD C Director A-Award A Common Stock, $0.001 par value 25,316 0.00 93,810 D
2025-07-01 TAVENNER MARILYN B Director A-Award A Common Stock, $0.001 par value 25,316 0.00 45,157 D
2025-07-01 Sparks Teresa Director A-Award A Common Stock, $0.001 par value 25,316 0.00 59,126 D
2025-07-01 Kennedy Edward Moore Jr. Director A-Award A Common Stock, $0.001 par value 25,316 0.00 68,157 D
2025-07-01 FONTNEAU PATRICIA Director A-Award A Common Stock, $0.001 par value 25,316 0.00 62,125 D
2025-07-01 CARLSON JAMES G Director A-Award A Common Stock, $0.001 par value 25,316 0.00 87,350 D
2025-07-01 Bush John Ellis Director A-Award A Common Stock, $0.001 par value 25,316 0.00 45,157 D
2025-06-06 DAMATO NICOLE Officer F-InKind D Common Stock, $0.001 par value 8,056 4.02 32.4K 208,512 D
2025-06-06 BLAIR PATRICK T Officer F-InKind D Common Stock, $0.001 par value 10,088 4.02 40.6K 581,883 D
2025-06-05 BLAIR PATRICK T Officer F-InKind D Common Stock, $0.001 par value 11,880 3.97 47.2K 591,971 D
2025-06-04 DAMATO NICOLE Officer F-InKind D Common Stock, $0.001 par value 15,046 3.96 59.6K 216,568 D
2025-06-01 BLAIR PATRICK T Officer F-InKind D Common Stock, $0.001 par value 3,323 4.09 13.6K 603,851 D
2025-05-30 ZORETIC RICHARD C Director P-Purchase A Common Stock, $0.001 par value 8,450 4.08 34.5K 68,494 D
2025-05-29 ZORETIC RICHARD C Director P-Purchase A Common Stock, $0.001 par value 14,265 4.04 57.6K 60,044 D
2025-05-28 ZORETIC RICHARD C Director P-Purchase A Common Stock, $0.001 par value 20,000 4.06 81.2K 45,779 D
2025-05-23 ZORETIC RICHARD C Director P-Purchase A Common Stock, $0.001 par value 1,198 3.93 4.7K 25,779 D
2025-05-22 ZORETIC RICHARD C Director P-Purchase A Common Stock, $0.001 par value 700 4.09 2.9K 24,581 D
2025-05-21 ZORETIC RICHARD C Director P-Purchase A Common Stock, $0.001 par value 1,147 4.13 4.7K 23,881 D
2025-05-20 ZORETIC RICHARD C Director P-Purchase A Common Stock, $0.001 par value 807 4.20 3.4K 22,734 D
2025-05-16 ZORETIC RICHARD C Director P-Purchase A Common Stock, $0.001 par value 2,086 4.28 8.9K 21,927 D
2025-05-13 SCARBROUGH MICHAEL ANTHONY Officer P-Purchase A Common Stock, $0.001 par value 10,000 3.89 38.9K 33,000 D
2025-05-12 SCARBROUGH MICHAEL ANTHONY Officer P-Purchase A Common Stock, $0.001 par value 13,000 3.73 48.5K 23,000 D
2025-05-09 SCARBROUGH MICHAEL ANTHONY Officer P-Purchase A Common Stock, $0.001 par value 10,000 3.55 35.5K 10,000 D
2025-03-01 BLAIR PATRICK T Officer F-InKind D Common Stock, $0.001 par value 3,807 3.25 12.4K 607,174 D
2024-12-01 BLAIR PATRICK T Officer F-InKind D Common Stock, $0.001 par value 5,053 4.87 24.6K 610,981 D
2024-11-06 DAMATO NICOLE Officer S-Sale D Common Stock, $0.001 par value 1,660 6.54 10.9K 231,614 D
2024-11-04 SCARBROUGH MICHAEL ANTHONY Officer 0 0.00 0
2024-09-17 DAMATO NICOLE Officer S-Sale D Common Stock, $0.001 par value 7,521 6.00 45.1K 233,274
2024-09-16 DAMATO NICOLE Officer S-Sale D Common Stock, $0.001 par value 4,372 5.95 26.0K 240,795
2024-09-05 ZORETIC RICHARD C Director A-Award A Common Stock, $0.001 par value 19,841 0.00 19,841
2024-09-05 TAVENNER MARILYN B Director A-Award A Common Stock, $0.001 par value 19,841 0.00 19,841
2024-09-05 Kennedy Edward Moore Jr. Director A-Award A Common Stock, $0.001 par value 19,841 0.00 42,841
2024-09-05 Bush John Ellis Director A-Award A Common Stock, $0.001 par value 19,841 0.00 19,841
2024-09-03 Sparks Teresa Director A-Award A Common Stock, $0.001 par value 16,448 0.00 33,810
2024-09-03 FONTNEAU PATRICIA Director A-Award A Common Stock, $0.001 par value 22,523 0.00 36,809
2024-09-03 CARLSON JAMES G Director A-Award A Common Stock, $0.001 par value 20,161 0.00 48,700
2024-09-01 BLAIR PATRICK T Officer F-InKind D Common Stock, $0.001 par value 5,053 6.36 32.1K 616,034
2024-08-15 Feifer Richard Officer F-InKind D Common Stock, $0.001 par value 14,303 6.22 89.0K 220,908
2024-08-15 DAMATO NICOLE Officer F-InKind D Common Stock, $0.001 par value 14,303 6.22 89.0K 245,167
2024-07-02 DAMATO NICOLE Officer F-InKind D Common Stock, $0.001 par value 7,486 5.03 37.7K 259,470
2024-06-06 Feifer Richard Officer F-InKind D Common Stock, $0.001 par value 8,023 4.83 38.8K 235,211
2024-06-06 DAMATO NICOLE Officer F-InKind D Common Stock, $0.001 par value 8,056 4.83 38.9K 266,956
2024-06-06 BLAIR PATRICK T Officer F-InKind D Common Stock, $0.001 par value 10,088 4.83 48.7K 621,087
2024-06-06 BENT CHRISTINE Officer F-InKind D Common Stock, $0.001 par value 10,187 4.83 49.2K 201,955
2024-06-05 BLAIR PATRICK T Officer A-Award A Common Stock, $0.001 par value 123,967 0.00 631,175
2024-06-04 Feifer Richard Officer A-Award A Common Stock, $0.001 par value 108,226 0.00 243,234
2024-06-04 DAMATO NICOLE Officer A-Award A Common Stock, $0.001 par value 97,403 0.00 275,012
2024-06-04 BENT CHRISTINE Officer A-Award A Common Stock, $0.001 par value 86,581 0.00 212,142
2024-06-01 BLAIR PATRICK T Officer F-InKind D Common Stock, $0.001 par value 3,321 4.44 14.7K 507,208
2024-04-17 BENT CHRISTINE Officer F-InKind D Common Stock, $0.001 par value 8,734 4.00 34.9K 125,561
2024-03-01 BLAIR PATRICK T Officer F-InKind D Common Stock, $0.001 par value 3,566 4.87 17.4K 510,529
2024-02-22 Welsh, Carson, Anderson & Stowe XII, L.P. 10% Owner J-Other D Common Stock, $0.001 par value 3,532,542 0.00 112,988,070
2024-02-22 TCO GROUP HOLDINGS, L.P. 10% Owner J-Other D Common Stock, $0.001 par value 3,532,542 0.00 112,988,070
2024-02-22 IGNITE AGGREGATOR LP 10% Owner J-Other D Common Stock, $0.001 par value 3,532,542 0.00 112,988,070
2023-12-01 BLAIR PATRICK T Officer F-InKind D Common Stock, $0.001 par value 3,322 5.90 19.6K 514,095
2023-09-01 BLAIR PATRICK T Officer F-InKind D Common Stock, $0.001 par value 4,743 5.57 26.4K 517,417
2023-08-30 BLAIR PATRICK T Officer A-Award A Common Stock, $0.001 par value 105,264 0.00 522,160
2023-08-15 Feifer Richard Officer F-InKind D Common Stock, $0.001 par value 9,737 5.60 54.5K 135,008
2023-08-15 DAMATO NICOLE Officer F-InKind D Common Stock, $0.001 par value 9,673 5.60 54.2K 177,609
2023-08-14 Sparks Teresa Director 0 0.00 0
2023-07-18 DAMATO NICOLE Officer S-Sale D Common Stock, $0.001 par value 4,000 7.12 28.5K 187,282
2023-07-17 DAMATO NICOLE Officer S-Sale D Common Stock, $0.001 par value 1,866 7.07 13.2K 191,282
2023-07-13 DAMATO NICOLE Officer S-Sale D Common Stock, $0.001 par value 3,448 7.07 24.4K 193,148
2023-07-12 DAMATO NICOLE Officer S-Sale D Common Stock, $0.001 par value 411 7.08 2.9K 196,596
2023-07-11 DAMATO NICOLE Officer S-Sale D Common Stock, $0.001 par value 892 7.06 6.3K 197,007
2023-07-10 DAMATO NICOLE Officer S-Sale D Common Stock, $0.001 par value 6,422 7.10 45.6K 197,899
2023-07-10 Adams Benjamin C Officer 0 0.00 0
2023-07-06 DAMATO NICOLE Officer S-Sale D Common Stock, $0.001 par value 139 7.01 974.39 204,321
2023-07-05 DAMATO NICOLE Officer S-Sale D Common Stock, $0.001 par value 4,173 7.28 30.4K 204,460
2023-07-03 DAMATO NICOLE Officer S-Sale D Common Stock, $0.001 par value 2,101 7.26 15.3K 208,633
2023-07-02 DAMATO NICOLE Officer F-InKind D Common Stock, $0.001 par value 20,220 7.50 151.7K 210,734
2023-06-06 Feifer Richard Officer A-Award A Common Stock, $0.001 par value 52,152 0.00 144,745
2023-06-06 DAMATO NICOLE Officer A-Award A Common Stock, $0.001 par value 52,152 0.00 230,954
2023-06-06 BENT CHRISTINE Officer A-Award A Common Stock, $0.001 par value 52,152 0.00 134,295
2023-06-01 BLAIR PATRICK T Officer F-InKind D Common Stock, $0.001 par value 3,321 6.73 22.4K 416,896
2023-04-17 FONTNEAU PATRICIA Director A-Award A Common Stock, $0.001 par value 14,286 0.00 14,286
2023-04-17 BENT CHRISTINE Officer A-Award A Common Stock, $0.001 par value 82,143 0.00 82,143
2023-04-11 BLAIR PATRICK T Officer F-InKind D Common Stock, $0.001 par value 3,320 7.70 25.6K 420,217
2023-03-29 FONTNEAU PATRICIA Director 0 0.00 0
2023-03-20 BENT CHRISTINE Officer 0 0.00 0
2022-12-01 BLAIR PATRICK T Officer F-InKind D Common Stock, $0.001 par value 20,062 7.20 144.4K 423,537
2022-09-15 Scully Thomas Director P-Purchase A Common Stock, $0.001 par value 100,000 5.10 509.8K 100,000
2022-08-15 Feifer Richard Officer A-Award A Common Stock, $0.001 par value 92,593 0.00 92,593
2022-08-15 DAMATO NICOLE Officer A-Award A Common Stock, $0.001 par value 92,593 0.00 178,802
2022-07-02 DAMATO NICOLE Officer F-InKind D Common Stock, $0.001 par value 10,707 4.45 47.6K 86,209
2022-06-30 CARLSON JAMES G Director A-Award A Common Stock, $0.001 par value 28,539 0.00 28,539
2022-03-16 DAMATO NICOLE Officer A-Award A Common Stock, $0.001 par value 38,786 0.00 96,916
2022-02-04 DAMATO NICOLE Officer A-Award A Common Stock, $0.001 par value 33,250 0.00 58,130
2021-12-01 BLAIR PATRICK T Officer A-Award A Nonqualified Stock Options (Right to Buy) 1,330,798 7.89 10.50M 1,330,798
2021-09-14 DAMATO NICOLE Officer D Common Stock, $0.001 par value 0 0.00 24,880
2021-03-15 DOERR ROBIN Officer P-Purchase A Common Stock, $0.001 Par value 1,875 25.74 48.3K 1,875
2021-03-12 HEWITT MAUREEN Director / Officer P-Purchase A Common Stock, $0.001 Par value 9,350 26.62 248.9K 9,350
2021-03-12 GUTIERREZ BARBARA Officer P-Purchase A Common Stock, $0.001 Par value 2,000 26.43 52.9K 2,000
2021-03-08 Kennedy Edward Moore Jr. Director P-Purchase A Common Stock, $0.001 par value 23,000 21.00 483.0K 23,000
2021-03-03 ZORETIC RICHARD C Director 0 0.00 0
2021-03-03 Welsh, Carson, Anderson & Stowe XII, L.P. 10% Owner I Common stock, $0.001 par value 0 0.00 116,520,612
2021-03-03 WELCH MELISSA Officer 0 0.00 0
2021-03-03 TRAYNOR SEAN Director 0 0.00 0
2021-03-03 TCO GROUP HOLDINGS, L.P. 10% Owner D Common stock, $0.001 par value 0 0.00 116,520,612
2021-03-03 TAVENNER MARILYN B Director 0 0.00 0
2021-03-03 Scully Thomas Director 0 0.00 0
2021-03-03 MAHESH PAVITHRA Director 0 0.00 0
2021-03-03 LOZZANO MARIA Officer 0 0.00 0
2021-03-03 Kennedy Edward Moore Jr. Director 0 0.00 0
2021-03-03 IGNITE AGGREGATOR LP 10% Owner I Common stock, $0.001 par value 0 0.00 116,520,612
2021-03-03 HEWITT MAUREEN Director / Officer 0 0.00 0
2021-03-03 GUTIERREZ BARBARA Officer 0 0.00 0
2021-03-03 DOERR ROBIN Officer 0 0.00 0
2021-03-03 DECHERT CAROLINE Director 0 0.00 0
2021-03-03 Cavanna Andrew J Director 0 0.00 0
2021-03-03 Bush John Ellis Director 0 0.00 0
2020-01-02 MIRZA ZIAD Director A-Award A Restricted Stock Units 6,742 0.00 38,104
2019-10-01 MIRZA ZIAD Director A-Award A Restricted Stock Units 2,858 0.00 31,362
2019-07-01 MIRZA ZIAD Director A-Award A Restricted Stock Units 3,948 0.00 28,504
2019-07-01 ESBER HENRY JEMIL Director A-Award A Restricted Stock Units 5,922 0.00 34,656
2019-04-01 MIRZA ZIAD Director A-Award A Restricted Stock Units 1,095 0.00 24,556
2019-04-01 ESBER HENRY JEMIL Director A-Award A Restricted Stock Units 1,643 0.00 28,734
2019-01-02 MIRZA ZIAD Director A-Award A Restricted Stock Units 89,552 0.00 2,461,314
2019-01-02 ESBER HENRY JEMIL Director A-Award A Restricted Stock Units 89,552 0.00 2,842,387
2018-10-01 MIRZA ZIAD Director A-Award A Restricted Stock Units 50,000 0.00 2,371,762
2018-10-01 ESBER HENRY JEMIL Director A-Award A Restricted Stock Units 50,000 0.00 2,752,835
2018-07-01 MIRZA ZIAD Director A-Award A Restricted Stock Units 54,545 0.00 2,321,762
2018-07-01 ESBER HENRY JEMIL Director A-Award A Restricted Stock Units 54,545 0.00 2,702,835
2018-04-01 MIRZA ZIAD Director A-Award A Restricted Stock Units 49,059 0.00 2,267,217
2018-04-01 ESBER HENRY JEMIL Director A-Award A Restricted Stock Units 49,059 0.00 2,648,290
2018-02-23 MIRZA ZIAD Director A-Award A Restricted Stock Units 35,928 0.00 1,718,158
2018-02-23 Gutierrez Rauly Officer A-Award A Restricted Stock Unit 500,000 0.00 2,250,000
2018-02-23 ESBER HENRY JEMIL Director A-Award A Restricted Stock Units 500,000 0.00 2,599,231
2017-11-23 ESBER HENRY JEMIL Director P-Purchase A Common Stock 5,000 0.09 470.00 95,000
2017-10-01 MIRZA ZIAD Director A-Award A Restricted Stock Units 32,967 0.00 1,682,230
2017-10-01 ESBER HENRY JEMIL Director A-Award A Restricted Stock Units 65,934 0.00 2,027,375
2017-07-01 MIRZA ZIAD Director A-Award A Restricted Stock Units 26,643 0.00 1,649,263
2017-07-01 ESBER HENRY JEMIL Director A-Award A Restricted Stock Units 53,286 0.00 1,961,441
2017-04-24 Gutierrez Rauly Officer D Restricted Stock Unit 500,000 0.00 0
2017-04-01 MIRZA ZIAD Director A-Award A Restricted Stock Units 27,523 0.00 1,622,620
2017-04-01 ESBER HENRY JEMIL Director A-Award A Restricted Stock Units 55,046 0.00 1,908,155
2017-01-01 MIRZA ZIAD Director A-Award A Restricted Stock Units 15,114 0.00 1,595,097
2017-01-01 ESBER HENRY JEMIL Director A-Award A Restricted Stock Units 30,227 0.00 1,853,109
2016-11-16 MIRZA ZIAD Director A-Award A Restricted Stock Units 416,667 0.00 1,580,937
2016-11-16 ESBER HENRY JEMIL Director A-Award A Restricted Stock Units 416,667 0.00 1,215,208
2016-10-01 MIRZA ZIAD Director A-Award A Restricted Stock Units 11,538 0.00 1,164,270
2016-10-01 ESBER HENRY JEMIL Director A-Award A Restricted Stock Units 23,076 0.00 798,541
2016-07-01 MIRZA ZIAD Director A-Award A Restricted Stock Units 13,825 0.00 1,152,732
2016-04-01 MIRZA ZIAD Director A-Award A Restricted Stock Units 44,709 0.00 1,138,907
2016-04-01 ESBER HENRY JEMIL Director A-Award A Restricted Stock Units 27,650 0.00 775,465
2016-01-29 MIRZA ZIAD Director A-Award A Restricted Stock Unit 416,667 0.00 1,094,198
2016-01-29 ESBER HENRY JEMIL Director A-Award A Restricted Stock Unit 416,667 0.00 658,396
2016-01-04 MIRZA ZIAD Director A-Award A Restricted Stock Unit 42,857 0.00 120,865
2016-01-04 ESBER HENRY JEMIL Director A-Award A Restricted Stock Unit 85,714 0.00 241,729
2015-12-30 ESBER HENRY JEMIL Director G-Gift D Common Stock 2,949,145 0.00 0
2015-10-01 MIRZA ZIAD Director A-Award A Restricted Stock Unit 31,579 0.00 78,008
2015-10-01 ESBER HENRY JEMIL Director A-Award A Restricted Stock Unit 63,158 0.00 156,015
2015-07-02 MIRZA ZIAD Director A-Award A Restricted Stock Unit 25,000 0.00 46,429
2015-07-02 ESBER HENRY JEMIL Director A-Award A Restricted Stock Unit 50,000 0.00 92,857
2015-04-01 MIRZA ZIAD Director A-Award A Restricted Stock Unit 21,429 0.00 21,429
2015-04-01 ESBER HENRY JEMIL Director A-Award A Restricted Stock Unit 42,857 0.00 42,857
2015-03-31 MIRZA ZIAD Director A-Award A Restricted Stock Unit 500,000 0.00 500,000
2015-03-31 ESBER HENRY JEMIL Director A-Award A Restricted Stock Unit 500,000 0.00 500,000
2015-03-31 DILLEN LYNNETTE Officer A-Award A Restricted Stock Unit 2,570,000 0.00 2,570,000
2015-01-21 DILLEN LYNNETTE Officer P-Purchase A Warrants 250,000 0.30 75.0K 250,000
2015-01-02 MIRZA ZIAD Director A-Award A Common Stock 18,750 0.00 474,483
2015-01-02 ESBER HENRY JEMIL Director A-Award A Common Stock 37,500 0.00 1,826,284
2014-10-01 MIRZA ZIAD Director A-Award A Common Stock 8,108 0.00 455,733
2014-10-01 ESBER HENRY JEMIL Director A-Award A Common Stock 16,216 0.00 1,788,784
2014-07-01 MIRZA ZIAD Director A-Award A Common Stock 11,111 0.00 447,625
2014-07-01 ESBER HENRY JEMIL Director A-Award A Common Stock 22,222 0.00 1,772,568
2014-04-01 MIRZA ZIAD Director A-Award A Common Stock 7,317 0.00 436,514
2014-04-01 ESBER HENRY JEMIL Director A-Award A Common Stock 14,634 0.00 1,750,346
2014-02-19 MIRZA ZIAD Director C-Conversion A Common Stock 14,601 0.00 429,197
2014-02-19 ESBER HENRY JEMIL Director C-Conversion A Common Stock 190,304 0.00 1,735,712
2014-02-06 DILLEN LYNNETTE Officer D Common Stock 0 0.00 22,500
2014-02-04 MIRZA ZIAD Director A-Award A Common Stock 7,500 0.00 414,596
2014-02-04 ESBER HENRY JEMIL Director A-Award A Common Stock 15,000 0.00 1,507,444
2013-10-16 MIRZA ZIAD Director A-Award A Common Stock 3,750 0.00 407,096
2013-10-16 ESBER HENRY JEMIL Director A-Award A Common Stock 3,750 0.00 1,492,444

Executive team

Top executives
EBIT / Employee
-6.6K
Shares Outstanding
135.70M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Patrick Blair, Chief Executive Officer 770.0K 770.0K 7.0K 1.55M 0.00%
2 2025 Michael Scarbrough, President and Chief Operating Officer 317.6K 125.8K 786.5K 238.2K 5.6K 1.47M 53.37%
3 2025 Nicole D’Amato, Chief Legal Officer and Corporate Secretary 457.0K 27.8K 274.2K 7.1K 766.1K 0.00%
4 2024 Patrick Blair, Chief Executive Officer 826.5K 150.0K 1.20M 2.01M 750.0K 6.9K 4.94M 64.92%
5 2024 Patrick Blair, President and Chief Executive Officer 826.5K 150.0K 1.20M 2.01M 750.0K 6.9K 4.94M 64.92%
6 2024 Benjamin Adams, Chief Financial Officer 424.3K 50.5K 1.81M 217.5K 7.4K 2.51M 72.16%
7 2024 Nicole D’Amato, Chief Legal Officer and Corporate Secretary 468.9K 63.0K 450.0K 360.0K 261.0K 6.6K 1.61M 50.33%
8 2023 Patrick Blair, President and Chief Executive Officer 750.0K 750.0K 6.6K 1.51M 0.00%
9 2023 Nicole D’Amato, Chief Legal Officer and Corporate Secretary 435.0K 20.0K 800.0K 217.5K 6.3K 1.48M 54.10%
10 2023 Richard Feifer, Chief Medical Officer 351.7K 800.0K 183.0K 4.0K 1.34M 59.76%
11 2022 Patrick Blair, President and Chief Executive Officer 437.5K 1.04M 2.91M 3.28M 6.1K 7.67M 80.70%
12 2022 Maureen Hewitt, Former Chief Executive Officer 575.8K 2.73M 3.31M 0.00%
13 2022 Nicole D’Amato, Chief Legal Officer and Corporate Secretary 410.2K 264.9K 913.0K 8.9K 1.60M 57.17%
14 2022 Barbara Gutierrez, Chief Financial Officer 419.5K 174.0K 32.0K 625.4K 0.00%
15 2021 Maureen Hewitt, Former Chief Executive Officer 817.5K 675.4K 3.67M 445.6K 35.16M 40.89M 8.99%
16 2021 Maureen Hewitt, President and Chief Executive Officer 817.5K 675.4K 3.67M 445.6K 35.16M 40.89M 8.99%
17 2021 Barbara Gutierrez, Chief Financial Officer 393.3K 140.9K 1.47M 111.1K 7.54M 9.68M 15.18%
18 2021 Maria Lozzano , Corporate Chief Operating Officer 376.8K 212.6K 1.71M 108.1K 1.34M 3.76M 45.66%
19 2020 Maureen Hewitt, President and Chief Executive Officer 820.6K 352.3K 430.0K 30.1K 1.65M 0.00%
20 2020 Barbara Gutierrez, Chief Financial Officer 367.5K 190.9K 233.8K 107.8K 29.6K 932.6K 25.07%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-10-23 DEFA14A
2025-10-23 DEF 14A
2024-10-25 DEFA14A
2024-10-25 DEF 14A
2024-10-15 PRE 14A
2023-10-27 DEFA14A
2023-10-27 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-03-17 8-K
2026-02-03 8-K
2026-02-03 10-Q
2026-01-30 3
2026-01-30 3
2026-01-29 8-K
2026-01-12 8-K
2025-12-04 8-K
2025-12-02 4

Executive team

NameTitleCompensationGender
Patrick Blair Chief Executive Officer 2M male
Nicole D'Amato Chief Legal Officer & Corporate Secretary 766.1K female
Benjamin Crowninshield Adams Chief Financial Officer 699.7K male
Edward Moore Kennedy Jr. Independent Director 100.0K male
Marilyn Barbour Tavenner Independent Director 100.0K
Ryan Kubota Director of Investor Relations male
Cara Babachicos Chief Information Officer female
Dustin Lee Chief People Officer male
Meredith Delk Executive Vice President & Chief Administrative Officer female
Olivia Patton Chief Compliance Officer female
ESG Rating
B
MEDICAL - CARE FACILITIES
2026
E (Environmental)
72.8 / 65.7
Company / Sector avg.
S (Social)
82.1 / 69.6
Company / Sector avg.
G (Governance)
68.6 / 68.9
Company / Sector avg.
ESG Total
74.5 / 68.1
Company / Sector avg.
ESG Score History MEDICAL - CARE FACILITIES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend history

Earnings history

Earnings reports

Stock splits