Intapp, Inc. (INTA)
Palo Alto, CA, US
Intapp, Inc., through its subsidiary, Integration Appliance, Inc., provides AI-powered solutions in the United States, the United Kingdom, and internationally. It provides DealCloud that manages client relationships, prospective clients, investments, and current engagements, as well as provides customer relationship management, deal management, experience management, and relationship intelligence solutions. The company also offers compliance products that help firms thoroughly evaluate new business, onboard clients quickly, and monitor relationships for risk throughout their business lifecycle; and time solutions provides AI-enabled software solutions that include time capture, enhance billing, and facilitate compliance with client requirements. In addition, it provides collaboration products that offer intelligent client-centric teamwork with Microsoft 365, Teams, and SharePoint; a unified system for managing emails, documents, chats, and tasks; and Assist, an AI-driven transformation that integrates advanced machine learning and natural language processing into Intapp products, such as Intapp DealCloud and Intapp Terms, as well as streamlines critical workflows, enhances decision-making, and delivers measurable results. Further, the company operates technology platforms, such as cloud-based architecture, low-code configurability and personalized UX, applied AI, and industry-specific data architecture. It serves private capital, investment banking, legal, accounting, and consulting firms, and real assets. The company was formerly known as LegalApp Holdings, Inc. and changed its name to Intapp, Inc. in February 2021. Intapp, Inc. was founded in 2000 and is headquartered in Palo Alto, California.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -4.11% | +0.51% | +16.94% | +1.62% | -44.03% | -48.01% | -57.70% | -45.72% | -14.93% | -14.93% | -14.93% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 3 | -1 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
46.00
+61.4%
|
| Last Quarter | 2 |
40.50
+42.1%
|
| Last Year | 14 |
47.00
+64.9%
|
| All Time | 25 |
46.92
+64.6%
|
-
Revenue growth Software - Application: +13.0%+17.1% ★ Q1'26: +13.1% (vs Q1'25)
-
EPS growth Software - Application: +28.6%+48.9% ★ Q1'26: -442.0% (vs Q1'25)
-
FCF margin FCF growth · Software - Application: +45.3%+5.1% Q1'26: +42.0% (vs Q1'25)
-
EBIT margin Software - Application: +9.4%-5.4% Q1'26: -9.8% (vs Q1'25)
-
ROIC Software - Application: +7.5%-12.3% Q1'26: -30.4% (vs Q1'25)
-
Share dilution Software - Application: +0.0%+10.1% Q1'26: -1.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×-3.47× Q1'26: -0.24× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Jun 2021 actual |
Jun 2022 actual |
Jun 2023 actual |
Jun 2024 actual |
Jun 2025 actual |
Jun 2026 7 Rev. Ana. 6 EPS Ana. |
Jun 2027 7 Rev. Ana. 5 EPS Ana. |
Jun 2028 8 Rev. Ana. 5 EPS Ana. |
Jun 2029 6 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
214.63M
est: 200.85M (+6.9%)
|
272.07M
est: 268.09M (+1.5%)
|
350.87M
est: 349.48M (+0.4%)
|
430.52M
est: 427.84M (+0.6%)
|
504.12M
est: 501.28M (+0.6%)
|
575.00M
574.77M – 575.24M
+14.7% YoY
|
656.36M
650.15M – 671.23M
+14.1% YoY
|
752.46M
752.46M – 752.47M
+14.6% YoY
|
969.69M
963.82M – 981.80M
+28.9% YoY
|
| EBITDA |
-8.32M
est: -20.60M (+59.6%)
|
-82.71M
est: -27.50M (-200.8%)
|
-47.70M
est: -35.84M (-33.1%)
|
-10.71M
est: -43.88M (+75.6%)
|
-4.65M
est: -51.41M (+91.0%)
|
-58.97M
-59.00M – -58.95M
-14.7% YoY
|
-67.32M
-68.84M – -66.68M
-14.1% YoY
|
-77.17M
-77.17M – -77.17M
-14.6% YoY
|
-99.45M
-100.70M – -98.85M
-28.9% YoY
|
| EBIT |
-21.68M
est: -31.67M (+31.5%)
|
-99.46M
est: -42.28M (-135.3%)
|
-67.66M
est: -55.11M (-22.8%)
|
-32.19M
est: -67.47M (+52.3%)
|
-27.36M
est: -79.05M (+65.4%)
|
-90.67M
-90.71M – -90.64M
-14.7% YoY
|
-103.50M
-105.85M – -102.52M
-14.1% YoY
|
-118.66M
-118.66M – -118.66M
-14.6% YoY
|
-152.91M
-154.82M – -151.98M
-28.9% YoY
|
| Net Income |
-46.76M
est: -62.20M (+24.8%)
|
-99.68M
est: -12.31M (-709.7%)
|
-69.43M
est: 6.82M (-1,118.3%)
|
-32.02M
est: 33.97M (-194.3%)
|
-18.22M
est: 71.23M (-125.6%)
|
97.34M
96.15M – 98.53M
+36.7% YoY
|
122.69M
118.57M – 126.80M
+26.0% YoY
|
150.55M
63.02M – 238.08M
+22.7% YoY
|
224.32M
222.56M – 227.97M
+49.0% YoY
|
| SGA |
112.37M
est: 116.63M (-3.7%)
|
198.03M
est: 155.68M (+27.2%)
|
213.22M
est: 202.95M (+5.1%)
|
225.42M
est: 248.45M (-9.3%)
|
262.57M
est: 291.09M (-9.8%)
|
333.91M
333.77M – 334.05M
+14.7% YoY
|
381.15M
377.54M – 389.79M
+14.1% YoY
|
436.96M
436.96M – 436.96M
+14.6% YoY
|
563.10M
559.69M – 570.14M
+28.9% YoY
|
| EPS |
-1.03
est: -0.79 (-30.3%)
|
-1.63
est: -0.16 (-942.2%)
|
-0.45
est: 0.09 (-620.8%)
|
-0.45
est: 0.43 (-204.3%)
|
-0.23
est: 0.90 (-125.6%)
|
1.23
1.22 – 1.25
+36.9% YoY
|
1.55
1.51 – 1.61
+25.7% YoY
|
1.95
0.80 – 3.02
+26.0% YoY
|
2.85
2.83 – 2.90
+46.1% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-23 | UBS | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-08 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-07 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-06 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-05 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-04 | C | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-01 | C | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-30 | C | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-29 | C | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-28 | C | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-27 | C | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-24 | C | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-23 | C | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-22 | C | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-21 | C | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-20 | C | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-17 | C | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-16 | C | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Temasek Holdings (Private) Limited | 22.13M | 37.70% | — | 22.13M | — | 22.13M | HC | — | 2021-07-12 | ↗ |
| 2 | Anderson Investments Pte. Ltd. | 20.21M | 34.40% | — | 20.21M | — | 20.21M | CO | — | 2021-07-12 | ↗ |
| 3 | Tembusu Capital Pte. Ltd. | 20.21M | 34.40% | — | 20.21M | — | 20.21M | HC | — | 2021-07-12 | ↗ |
| 4 | Thomson Capital Pte. Ltd. | 20.21M | 34.40% | — | 20.21M | — | 20.21M | HC | — | 2021-07-12 | ↗ |
| 5 | GHP IV, LLC | 18.18M | 30.90% | — | 18.18M | — | 18.18M | OO | Delaware | 2021-07-12 | ↗ |
| 6 | Great Hill Equity Partners IV, L.P. | 18.18M | 30.90% | — | 18.18M | — | 18.18M | PN | Delaware | 2021-07-12 | ↗ |
| 7 | Great Hill Partners GP IV, L.P. | 18.18M | 30.90% | — | 18.18M | — | 18.18M | PN | Delaware | 2021-07-12 | ↗ |
| 8 | John Hall | 7.38M | 11.60% | 7.38M | — | 7.38M | — | IN | United States | 2022-02-14 | ↗ |
| 9 | Great Hill Investors, LLC | 65.3K | 0.10% | 65.3K | — | 65.3K | — | OO | Massachusetts | 2021-07-12 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | TEMASEK HOLDINGS (PRIVATE) LTD | 17.15M +— (+0.0%) | 785.67M +84.4M (+12.0%) | 21.16% -0.628 pp | 2.49% +0.069 pp | USD28.00 +63.6% | 19 qtrs — |
| 2 | VANGUARD GROUP INC | 6.77M -33.7K (-0.5%) | 310.26M +31.9M (+11.5%) | 8.35% -0.291 pp | 0.00% +0.000 pp | USD38.16 +20.1% | 19 qtrs — |
| 3 | BLACKROCK, INC. | 4.70M +154.8K (+3.4%) | 215.19M +29.4M (+15.8%) | 5.79% +0.025 pp | 0.00% +0.000 pp | USD50.85 -9.9% | 6 qtrs — |
| 4 | FMR LLC | 3.43M +1.1M (+48.6%) | 157.29M +62.8M (+66.5%) | 4.24% +1.300 pp | 0.01% +0.003 pp | USD37.48 +22.3% | 19 qtrs — |
| 5 | BAMCO INC /NY/ | 3.33M +447.0K (+15.5%) | 152.49M +34.7M (+29.4%) | 4.11% +0.446 pp | 0.41% +0.101 pp | USD36.80 +24.5% | 8 qtrs — |
| 6 | CAPITAL WORLD INVESTORS | 2.99M +100.0K (+3.5%) | 137.10M +18.8M (+15.9%) | 3.69% +0.017 pp | 0.02% +0.003 pp | USD52.01 -11.9% | 6 qtrs — |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 1.85M -36.7K (-1.9%) | 84.99M +7.6M (+9.9%) | 2.29% -0.115 pp | 0.01% +0.001 pp | USD41.00 +11.8% | 11 qtrs — |
| 8 | PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC | 1.84M +98.8K (+5.7%) | 84.39M +13.1M (+18.4%) | 2.27% +0.058 pp | 15.63% +1.721 pp | USD41.78 +9.7% | 13 qtrs — |
| 9 | JENNISON ASSOCIATES LLC | 1.83M +65.2K (+3.7%) | 83.93M +11.7M (+16.2%) | 2.26% +0.016 pp | 0.05% +0.008 pp | USD34.42 +33.1% | 19 qtrs — |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | 1.48M +582.4K (+65.0%) | 67.74M +31.1M (+84.9%) | 1.82% +0.686 pp | 0.01% +0.003 pp | USD43.44 +5.5% | 12 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.47M +31.6K (+2.2%) | 67.33M +8.5M (+14.5%) | 1.81% -0.014 pp | 0.00% +0.000 pp | USD40.44 +13.3% | 19 qtrs — |
| 12 | STATE STREET CORP | 1.37M +71.7K (+5.5%) | 62.68M +9.7M (+18.2%) | 1.69% +0.041 pp | 0.00% +0.000 pp | USD39.83 +15.0% | 18 qtrs — |
| 13 | GOLDMAN SACHS GROUP INC | 1.21M +617.6K (+103.9%) | 55.54M +31.2M (+128.4%) | 1.50% +0.740 pp | 0.01% +0.004 pp | USD44.56 +2.8% | 19 qtrs — |
| 14 | LUXOR CAPITAL GROUP, LP | 1.14M -197.4K (-14.8%) | 52.20M -2.5M (-4.5%) | 1.41% -0.293 pp | 4.00% +1.424 pp | USD53.93 -15.0% | 6 qtrs — |
| 15 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.13M +108.9K (+10.6%) | 51.99M +10.0M (+23.9%) | 1.40% +0.097 pp | 0.18% +0.033 pp | USD41.30 +10.9% | 7 qtrs — |
| 16 | BROWN BROTHERS HARRIMAN & CO | 1.11M +— (+0.0%) | 50.80M +5.5M (+12.0%) | 1.37% -0.041 pp | 0.28% +0.001 pp | USD40.90 +12.0% | 2 qtrs — |
| 17 | BARCLAYS PLC | 1.09M +988.2K (+925.5%) | 50.17M +45.1M (+882.4%) | 1.35% +1.215 pp | 0.01% +0.011 pp | USD45.93 -0.2% | 16 qtrs — |
| 18 | GW&K INVESTMENT MANAGEMENT, LLC | 953.7K -143.5K (-13.1%) | 43.70M -1.2M (-2.6%) | 1.18% -0.217 pp | 0.38% -0.019 pp | USD36.67 +25.0% | 10 qtrs — |
| 19 | CLEARBRIDGE INVESTMENTS, LLC | 786.5K -8.0K (-1.0%) | 36.04M +3.5M (+10.9%) | 0.97% -0.039 pp | 0.03% +0.004 pp | USD35.50 +29.1% | 8 qtrs — |
| 20 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 784.7K +250.7K (+47.0%) | 35.95M +14.1M (+64.6%) | 0.97% +0.290 pp | 0.04% -0.015 pp | USD42.48 +7.9% | 3 qtrs — |
| 21 | FRANKLIN RESOURCES INC | 709.1K +60.6K (+9.4%) | 32.49M +6.0M (+22.5%) | 0.87% +0.051 pp | 0.01% +0.001 pp | USD45.44 +0.8% | 12 qtrs — |
| 22 | NORGES BANK | 705.0K +705.0K (+100.0%) | 32.30M +32.3M (+100.0%) | 0.87% +0.870 pp | 0.00% +0.004 pp | USD45.82 +0.0% | 1 qtrs NEW |
| 23 | DIMENSIONAL FUND ADVISORS LP | 643.4K +86.3K (+15.5%) | 29.48M +6.7M (+29.4%) | 0.79% +0.086 pp | 0.01% +0.001 pp | USD39.33 +16.5% | 11 qtrs — |
| 24 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 602.2K +92.0K (+18.0%) | 27.59M +6.7M (+32.2%) | 0.74% +0.095 pp | 0.42% +0.117 pp | USD42.41 +8.0% | 7 qtrs — |
| 25 | BANK OF AMERICA CORP /DE/ | 582.6K -426.3K (-42.3%) | 26.69M -14.6M (-35.3%) | 0.72% -0.563 pp | 0.00% -0.001 pp | USD47.13 -2.8% | 18 qtrs — |
| 26 | NORTHERN TRUST CORP | 509.4K -18.7K (-3.5%) | 23.34M +1.7M (+8.1%) | 0.63% -0.043 pp | 0.00% +0.000 pp | USD41.63 +10.1% | 18 qtrs — |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 497.5K -23.8K (-4.6%) | 22.79M +1.5M (+6.9%) | 0.61% -0.048 pp | 0.00% +0.000 pp | USD40.56 +13.0% | 18 qtrs — |
| 28 | CITADEL ADVISORS LLC | 455.9K +371.9K (+442.3%) | 20.89M +17.5M (+507.6%) | 0.56% +0.456 pp | 0.00% +0.003 pp | USD46.03 -0.5% | 3 qtrs — |
| 29 | NUVEEN, LLC | 430.9K -12.7K (-2.9%) | 19.74M +1.6M (+8.8%) | 0.53% -0.032 pp | 0.01% +0.000 pp | USD58.38 -21.5% | 4 qtrs — |
| 30 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 367.2K -448.6K (-55.0%) | 16.82M -16.5M (-49.6%) | 0.45% -0.583 pp | 0.01% -0.010 pp | USD36.07 +27.0% | 10 qtrs — |
| 31 | ENVESTNET ASSET MANAGEMENT INC | 361.6K +45.2K (+14.3%) | 16.57M +3.6M (+28.0%) | 0.45% +0.044 pp | 0.00% +0.001 pp | USD47.26 -3.0% | 10 qtrs — |
| 32 | D. E. SHAW & CO., INC. | 296.6K -260.6K (-46.8%) | 13.59M -9.2M (-40.4%) | 0.37% -0.342 pp | 0.01% -0.005 pp | USD46.22 -0.9% | 12 qtrs — |
| 33 | BANK OF NEW YORK MELLON CORP | 285.5K -21.8K (-7.1%) | 13.08M +512.9K (+4.1%) | 0.35% -0.038 pp | 0.00% 0.000 pp | USD49.03 -6.5% | 18 qtrs — |
| 34 | AQR CAPITAL MANAGEMENT LLC | 269.8K +220.4K (+446.4%) | 12.36M +10.3M (+512.1%) | 0.33% +0.270 pp | 0.01% +0.005 pp | USD45.76 +0.1% | 11 qtrs — |
| 35 | DEUTSCHE BANK AG\ | 223.6K +53.2K (+31.2%) | 10.24M +3.3M (+47.0%) | 0.28% +0.059 pp | 0.00% +0.001 pp | USD46.73 -1.9% | 18 qtrs — |
| 36 | PANAGORA ASSET MANAGEMENT INC | 216.9K +12.4K (+6.1%) | 9.94M +1.6M (+18.8%) | 0.27% +0.008 pp | 0.04% +0.002 pp | USD49.30 -7.1% | 15 qtrs — |
| 37 | QUBE RESEARCH & TECHNOLOGIES LTD | 200.0K -145.5K (-42.1%) | 9.16M -5.0M (-35.2%) | 0.25% -0.192 pp | 0.01% -0.005 pp | USD53.25 -14.0% | 12 qtrs — |
| 38 | TREXQUANT INVESTMENT LP | 197.7K -117.0K (-37.2%) | 9.06M -3.8M (-29.6%) | 0.24% -0.156 pp | 0.08% -0.052 pp | USD41.43 +10.6% | 13 qtrs — |
| 39 | CADIAN CAPITAL MANAGEMENT, LP | 185.0K +185.0K (+100.0%) | 8.48M +8.5M (+100.0%) | 0.23% +0.228 pp | 0.61% +0.612 pp | USD45.82 +0.0% | 1 qtrs NEW |
| 40 | UBS GROUP AG | 181.0K -132.3K (-42.2%) | 8.29M -4.5M (-35.3%) | 0.22% -0.175 pp | 0.00% -0.001 pp | USD48.14 -4.8% | 19 qtrs — |
| 41 | AMS CAPITAL LTDA | 176.6K +176.6K (+100.0%) | 8.09M +8.1M (+100.0%) | 0.22% +0.218 pp | 3.13% +3.131 pp | USD45.82 +0.0% | 1 qtrs NEW |
| 42 | PALISADES INVESTMENT PARTNERS, LLC | 167.5K +2.4K (+1.5%) | 7.67M +924.1K (+13.7%) | 0.21% -0.003 pp | 2.90% +0.249 pp | USD40.02 +14.5% | 7 qtrs — |
| 43 | MORGAN STANLEY | 165.7K -37.4K (-18.4%) | 7.59M -714.6K (-8.6%) | 0.20% -0.054 pp | 0.00% +0.000 pp | USD43.32 +5.8% | 19 qtrs — |
| 44 | MAN GROUP PLC | 161.5K +13.6K (+9.2%) | 7.40M +1.4M (+22.4%) | 0.20% +0.011 pp | 0.01% +0.002 pp | USD41.32 +10.9% | 2 qtrs — |
| 45 | BROWN CAPITAL MANAGEMENT LLC | 148.7K -65.1K (-30.4%) | 6.81M -1.9M (-22.1%) | 0.18% -0.088 pp | 0.56% +0.199 pp | USD40.90 +12.0% | 2 qtrs — |
| 46 | NICHOLAS COMPANY, INC. | 148.1K +20.4K (+16.0%) | 6.79M +1.6M (+29.9%) | 0.18% +0.021 pp | 0.12% +0.030 pp | USD49.72 -7.8% | 6 qtrs — |
| 47 | ALLIANCEBERNSTEIN L.P. | 136.3K -1.7M (-92.5%) | 6.25M -67.8M (-91.6%) | 0.17% -2.133 pp | 0.00% -0.021 pp | USD39.09 +17.2% | 14 qtrs — |
| 48 | GEORGE KAISER FAMILY FOUNDATION | 133.8K +— (+0.0%) | 6.13M +658.4K (+12.0%) | 0.17% -0.005 pp | 0.82% +0.053 pp | USD37.86 +21.0% | 10 qtrs — |
| 49 | POINT72 ASSET MANAGEMENT, L.P. | 133.0K +128.6K (+2,961.0%) | 6.09M +5.9M (+3,328.9%) | 0.16% +0.159 pp | 0.01% +0.007 pp | USD45.66 +0.4% | 2 qtrs — |
| 50 | UBS ASSET MANAGEMENT AMERICAS INC | 131.9K -5.5K (-4.0%) | 6.04M +422.1K (+7.5%) | 0.16% -0.012 pp | 0.00% +0.000 pp | USD43.32 +5.8% | 12 qtrs — |
| 51 | KORNITZER CAPITAL MANAGEMENT INC /KS | 128.2K +— (+0.0%) | 5.87M +630.6K (+12.0%) | 0.16% -0.005 pp | 0.12% +0.017 pp | USD46.60 -1.7% | 6 qtrs — |
| 52 | JPMORGAN CHASE & CO | 120.0K +24.3K (+25.4%) | 5.50M +1.6M (+40.5%) | 0.15% +0.027 pp | 0.00% +0.000 pp | USD45.00 +1.8% | 18 qtrs — |
| 53 | TWO SIGMA INVESTMENTS, LP | 117.4K -158.1K (-57.4%) | 5.38M -5.9M (-52.3%) | 0.14% -0.205 pp | 0.01% -0.009 pp | USD40.90 +12.0% | 2 qtrs — |
| 54 | SWISS NATIONAL BANK | 112.9K +3.1K (+2.8%) | 5.17M +682.3K (+15.2%) | 0.14% 0.000 pp | 0.00% +0.001 pp | USD36.51 +25.5% | 17 qtrs — |
| 55 | NORDEA INVESTMENT MANAGEMENT AB | 112.4K -17.2K (-13.3%) | 5.15M -165.3K (-3.1%) | 0.14% -0.026 pp | 0.00% 0.000 pp | USD44.91 +2.0% | 11 qtrs — |
| 56 | MILLENNIUM MANAGEMENT LLC | 111.7K -256.9K (-69.7%) | 5.12M -10.0M (-66.0%) | 0.14% -0.331 pp | 0.00% -0.004 pp | USD47.79 -4.1% | 19 qtrs — |
| 57 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 109.1K -205.4K (-65.3%) | 5.00M -7.9M (-61.1%) | 0.13% -0.265 pp | 0.02% -0.026 pp | USD47.84 -4.2% | 12 qtrs — |
| 58 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 106.2K -225.6K (-68.0%) | 4.87M -8.7M (-64.1%) | 0.13% -0.291 pp | 0.00% -0.006 pp | USD60.47 -24.2% | 6 qtrs — |
| 59 | QUANTINNO CAPITAL MANAGEMENT LP | 95.1K +6.0K (+6.7%) | 4.36M +711.5K (+19.5%) | 0.12% +0.004 pp | 0.01% -0.001 pp | USD57.57 -20.4% | 4 qtrs — |
| 60 | JEFFERIES FINANCIAL GROUP INC. | 93.8K +67.8K (+260.8%) | 4.30M +3.2M (+304.3%) | 0.12% +0.083 pp | 0.02% +0.017 pp | USD48.46 -5.4% | 4 qtrs — |
| 61 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 88.2K +82.8K (+1,535.8%) | 4.04M +3.8M (+1,732.6%) | 0.11% +0.102 pp | 0.03% +0.029 pp | USD45.52 +0.7% | 2 qtrs — |
| 62 | CAPITAL FUND MANAGEMENT S.A. | 87.9K +32.1K (+57.6%) | 4.03M +1.7M (+76.6%) | 0.11% +0.038 pp | 0.01% +0.005 pp | USD47.04 -2.6% | 3 qtrs — |
| 63 | NEW YORK STATE COMMON RETIREMENT FUND | 85.5K -186.9K (-68.6%) | 3.92M -7.2M (-64.9%) | 0.11% -0.241 pp | 0.01% -0.009 pp | USD47.35 -3.2% | 18 qtrs — |
| 64 | HRT FINANCIAL LP | 83.4K +83.4K (+100.0%) | 3.82M +3.8M (+100.0%) | 0.10% +0.103 pp | 0.01% +0.012 pp | USD45.82 +0.0% | 1 qtrs NEW |
| 65 | MML INVESTORS SERVICES, LLC | 75.4K +19.0K (+33.7%) | 3.45M +1.1M (+49.8%) | 0.09% +0.021 pp | 0.01% +0.002 pp | USD48.97 -6.4% | 4 qtrs — |
| 66 | STIFEL FINANCIAL CORP | 72.1K +13.1K (+22.3%) | 3.30M +891.0K (+37.0%) | 0.09% +0.014 pp | 0.00% +0.001 pp | USD45.30 +1.1% | 9 qtrs — |
| 67 | RHUMBLINE ADVISERS | 70.5K -11.0K (-13.5%) | 3.23M -104.7K (-3.1%) | 0.09% -0.017 pp | 0.00% 0.000 pp | USD41.88 +9.4% | 16 qtrs — |
| 68 | F/M INVESTMENTS LLC | 68.3K -1.8K (-2.6%) | 3.13M +260.6K (+9.1%) | 0.08% -0.005 pp | 0.12% +0.008 pp | USD36.54 +25.4% | 7 qtrs — |
| 69 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 66.9K +3.1K (+4.9%) | 3.07M +457.1K (+17.5%) | 0.08% +0.002 pp | 0.01% +0.002 pp | USD41.13 +11.4% | 2 qtrs — |
| 70 | WELLS FARGO & COMPANY/MN | 65.6K +27.5K (+72.3%) | 3.01M +1.4M (+93.1%) | 0.08% +0.033 pp | 0.00% +0.000 pp | USD50.72 -9.7% | 18 qtrs — |
| 71 | LEGAL & GENERAL GROUP PLC | 63.0K -4.2K (-6.2%) | 2.89M +139.4K (+5.1%) | 0.08% -0.008 pp | 0.00% +0.000 pp | USD41.94 +9.3% | 19 qtrs — |
| 72 | KENNEDY CAPITAL MANAGEMENT LLC | 59.7K +246.0 (+0.4%) | 2.73M +303.6K (+12.5%) | 0.07% -0.002 pp | 0.06% +0.004 pp | USD54.92 -16.6% | 4 qtrs — |
| 73 | TEACHER RETIREMENT SYSTEM OF TEXAS | 58.6K +9.8K (+20.1%) | 2.69M +689.7K (+34.6%) | 0.07% +0.010 pp | 0.01% +0.001 pp | USD55.04 -16.8% | 6 qtrs — |
| 74 | BALYASNY ASSET MANAGEMENT L.P. | 56.6K +56.6K (+100.0%) | 2.59M +2.6M (+100.0%) | 0.07% +0.070 pp | 0.00% +0.003 pp | USD45.82 +0.0% | 11 qtrs — |
| 75 | SQUAREPOINT OPS LLC | 54.6K +5.6K (+11.4%) | 2.50M +497.0K (+24.8%) | 0.07% +0.005 pp | 0.00% +0.001 pp | USD54.38 -15.7% | 12 qtrs — |
| 76 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 53.9K -22.0 (0.0%) | 2.47M +264.2K (+12.0%) | 0.07% -0.002 pp | 0.00% +0.000 pp | USD36.26 +26.4% | 18 qtrs — |
| 77 | JASPER RIDGE PARTNERS, L.P. | 53.3K -36.7K (-40.8%) | 2.44M -1.2M (-33.6%) | 0.07% -0.049 pp | 0.05% -0.029 pp | USD36.50 +25.5% | 7 qtrs — |
| 78 | INVESCO LTD. | 48.5K -4.1K (-7.7%) | 2.22M +72.3K (+3.4%) | 0.06% -0.007 pp | 0.00% +0.000 pp | USD63.39 -27.7% | 12 qtrs — |
| 79 | HEADLANDS TECHNOLOGIES LLC | 48.0K +1.9K (+4.0%) | 2.20M +312.1K (+16.5%) | 0.06% +0.001 pp | 0.18% +0.033 pp | USD42.17 +8.7% | 3 qtrs — |
| 80 | G2 INVESTMENT PARTNERS MANAGEMENT LLC | 48.0K +48.0K (+100.0%) | 2.20M +2.2M (+100.0%) | 0.06% +0.059 pp | 0.52% +0.523 pp | USD45.82 +0.0% | 1 qtrs NEW |
| 81 | LAZARD ASSET MANAGEMENT LLC | 45.0K +6.7K (+17.6%) | 2.06M +497.0K (+31.8%) | 0.06% +0.007 pp | 0.00% +0.001 pp | USD51.32 -10.7% | 13 qtrs — |
| 82 | LPL FINANCIAL LLC | 44.6K +9.7K (+27.9%) | 2.04M +617.5K (+43.3%) | 0.06% +0.011 pp | 0.00% +0.000 pp | USD45.33 +1.1% | 9 qtrs — |
| 83 | TRUIST FINANCIAL CORP | 40.5K +4.3K (+11.8%) | 1.85M +373.8K (+25.3%) | 0.05% +0.004 pp | 0.00% +0.001 pp | USD50.04 -8.4% | 5 qtrs — |
| 84 | FIRST TRUST ADVISORS LP | 40.4K +7.0K (+20.8%) | 1.85M +483.7K (+35.3%) | 0.05% +0.007 pp | 0.00% +0.000 pp | USD55.55 -17.5% | 12 qtrs — |
| 85 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 37.9K +13.7K (+56.8%) | 1.74M +747.8K (+75.7%) | 0.05% +0.016 pp | 0.10% +0.042 pp | USD49.36 -7.2% | 3 qtrs — |
| 86 | AMERIPRISE FINANCIAL INC | 37.6K +4.0 (+0.0%) | 1.72M +185.3K (+12.0%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD28.24 +62.3% | 19 qtrs — |
| 87 | RAYMOND JAMES FINANCIAL INC | 36.7K -3.3K (-8.1%) | 1.68M +47.3K (+2.9%) | 0.05% -0.006 pp | 0.00% +0.000 pp | USD64.09 -28.5% | 5 qtrs — |
| 88 | ACADIAN ASSET MANAGEMENT LLC | 36.2K -74.6K (-67.3%) | 1.66M -2.9M (-63.4%) | 0.04% -0.096 pp | 0.00% -0.005 pp | USD44.44 +3.1% | 5 qtrs — |
| 89 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35.6K +10.9K (+44.1%) | 1.63M +621.0K (+61.5%) | 0.04% +0.013 pp | 0.00% +0.000 pp | USD40.67 +12.7% | 13 qtrs — |
| 90 | CREATIVE PLANNING | 34.9K +23.8K (+213.6%) | 1.60M +1.1M (+251.3%) | 0.04% +0.029 pp | 0.00% +0.001 pp | USD49.59 -7.6% | 5 qtrs — |
| 91 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 34.6K +2.3K (+7.1%) | 1.58M +263.8K (+20.0%) | 0.04% +0.002 pp | 0.00% +0.000 pp | USD43.32 +5.8% | 3 qtrs — |
| 92 | VERITION FUND MANAGEMENT LLC | 33.7K -23.0K (-40.5%) | 1.54M -773.0K (-33.4%) | 0.04% -0.030 pp | 0.01% -0.004 pp | USD48.87 -6.2% | 8 qtrs — |
| 93 | CITIGROUP INC | 32.9K +19.1K (+138.4%) | 1.51M +942.9K (+167.1%) | 0.04% +0.023 pp | 0.00% +0.000 pp | USD48.57 -5.7% | 18 qtrs — |
| 94 | LEVEL FOUR ADVISORY SERVICES, LLC | 32.8K -8.7K (-20.9%) | 1.50M -193.2K (-11.4%) | 0.04% -0.012 pp | 0.05% -0.009 pp | USD47.56 -3.7% | 3 qtrs — |
| 95 | INTECH INVESTMENT MANAGEMENT LLC | 32.4K +3.1K (+10.5%) | 1.48M +284.8K (+23.7%) | 0.04% +0.003 pp | 0.01% +0.003 pp | USD54.73 -16.3% | 6 qtrs — |
| 96 | METLIFE INVESTMENT MANAGEMENT, LLC | 32.0K -1.2K (-3.7%) | 1.47M +107.7K (+7.9%) | 0.04% -0.003 pp | 0.01% +0.001 pp | USD40.65 +12.7% | 18 qtrs — |
| 97 | JANE STREET GROUP, LLC | 30.9K -2.0K (-6.0%) | 1.41M +70.9K (+5.3%) | 0.04% -0.004 pp | 0.00% +0.000 pp | USD40.90 +12.0% | 2 qtrs — |
| 98 | LOS ANGELES CAPITAL MANAGEMENT LLC | 36.0K +18.5K (+105.2%) | 1.38M +663.1K (+92.3%) | 0.04% +0.022 pp | 0.00% +0.002 pp | USD45.15 +1.5% | 6 qtrs — |
| 99 | REZNY WEALTH MANAGEMENT, INC. | 30.0K +707.0 (+2.4%) | 1.38M +176.7K (+14.7%) | 0.04% 0.000 pp | 0.28% +0.027 pp | USD56.71 -19.2% | 4 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | WisdomTree Cloud Computing UCITS ETF WCLD.L | 1.59% | 4.37M | 0.40% |
| 2 | WisdomTree Cloud Computing Fund WCLD | 1.45% | 3.64M | 0.45% |
| 3 | Fidelity Cloud Computing ETF FCLD | 0.89% | 978.4K | 0.39% |
| 4 | State Street SPDR S&P Software & Services ETF XSW | 0.81% | 3.55M | 0.35% |
| 5 | State Street SPDR FactSet Innovative Technology ETF XITK | 0.64% | 462.8K | 0.45% |
| 6 | VictoryShares Small Cap Free Cash Flow ETF SFLO | 0.41% | 2.62M | 0.56% |
| 7 | Pacer US Small Cap Cash Cows ETF CALF | 0.15% | 5.35M | 0.59% |
| 8 | American Century Small Cap Growth Insights ETF ACSG | 0.15% | 37.9K | 0.49% |
| 9 | Nuveen ESG Small-Cap ETF NUSC | 0.12% | 1.53M | 0.31% |
| 10 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.11% | 96.3K | 0.89% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-20 | Sedgwick Dustin de Forest | Officer | M-Exempt | D | Restricted Share Units | 4,863 | 0.00 | — | 68,075 | D | ↗ |
| 2026-02-20 | Murgel Michele | Officer | M-Exempt | A | Common Stock | 1,674 | 0.00 | — | 242,660 | D | ↗ |
| 2026-02-20 | MORTON DAVID H JR | Officer | M-Exempt | D | Restricted Share Units | 4,548 | 0.00 | — | 27,311 | D | ↗ |
| 2026-02-20 | Jampol Thad | Officer | F-InKind | D | Common Stock | 10,973 | 22.16 | 243.2K | 920,720 | D | ↗ |
| 2026-02-20 | Harrison David Benjamin | Officer | M-Exempt | A | Common Stock | 1,749 | 0.00 | — | 28,711 | D | ↗ |
| 2026-02-20 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 5,948 | 0.00 | — | 5,894,045 | D | ↗ |
| 2026-02-20 | Coleman Donald F. | Officer | M-Exempt | A | Common Stock | 1,899 | 0.00 | — | 526,302 | D | ↗ |
| 2026-02-19 | Sedgwick Dustin de Forest | Officer | A-Award | A | Restricted Share Units | 90,000 | 0.00 | — | 90,000 | D | ↗ |
| 2026-02-19 | Murgel Michele | Officer | A-Award | A | Common Stock | 19,002 | 0.00 | — | 238,221 | D | ↗ |
| 2026-02-19 | MORTON DAVID H JR | Officer | A-Award | A | Restricted Share Units | 100,000 | 0.00 | — | 100,000 | D | ↗ |
| 2026-02-19 | Jampol Thad | Officer | A-Award | A | Common Stock | 24,128 | 0.00 | — | 926,462 | D | ↗ |
| 2026-02-19 | Harrison David Benjamin | Officer | A-Award | A | Common Stock | 22,393 | 0.00 | — | 24,072 | D | ↗ |
| 2026-02-19 | HALL JOHN T | Director / Officer | A-Award | A | Restricted Share Units | 220,000 | 0.00 | — | 220,000 | D | ↗ |
| 2026-02-19 | Coleman Donald F. | Officer | A-Award | A | Restricted Share Units | 90,000 | 0.00 | — | 90,000 | D | ↗ |
| 2026-02-09 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 25,000 | 7.45 | 186.3K | 5,814,808 | D | ↗ |
| 2026-02-06 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 50,000 | 7.45 | 372.5K | 5,789,808 | D | ↗ |
| 2026-01-21 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 28,140 | 7.45 | 209.6K | 5,739,808 | D | ↗ |
| 2025-12-31 | Coleman Donald F. | Officer | M-Exempt | A | Common Stock | 50,000 | 12.00 | 600.0K | 497,613 | D | ↗ |
| 2025-12-30 | Murgel Michele | Officer | M-Exempt | A | Common Stock | 20,000 | 12.00 | 240.0K | 219,219 | D | ↗ |
| 2025-12-29 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 8,000 | 7.45 | 59.6K | 5,719,668 | D | ↗ |
| 2025-12-22 | HALL JOHN T | Director / Officer | S-Sale | D | Common Stock | 1,300 | 46.52 | 60.5K | 5,718,268 | D | ↗ |
| 2025-12-19 | Jampol Thad | Officer | M-Exempt | D | Employee Stock Option (Right to Buy) | 16,787 | 7.45 | 125.1K | 16,788 | D | ↗ |
| 2025-12-15 | Jampol Thad | Officer | G-Gift | D | Common Stock | 1,165 | 0.00 | — | 885,547 | D | ↗ |
| 2025-12-15 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 16,000 | 7.45 | 119.2K | 5,727,668 | D | ↗ |
| 2025-12-10 | Sedgwick Dustin de Forest | Officer | S-Sale | D | Common Stock | 1,774 | 42.58 | 75.5K | 1,775 | D | ↗ |
| 2025-12-08 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 8,000 | 7.45 | 59.6K | 5,719,668 | D | ↗ |
| 2025-12-03 | Harrison David Benjamin | Officer | S-Sale | D | Common Stock | 4,960 | 44.98 | 223.1K | 1,679 | D | ↗ |
| 2025-12-03 | Coleman Donald F. | Officer | S-Sale | D | Common Stock | 1,541 | 45.00 | 69.3K | 447,613 | D | ↗ |
| 2025-12-01 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 8,000 | 7.45 | 59.6K | 5,719,668 | D | ↗ |
| 2025-11-24 | MORTON DAVID H JR | Officer | S-Sale | D | Common Stock | 10,000 | 40.76 | 407.6K | 43,765 | D | ↗ |
| 2025-11-24 | HALL JOHN T | Director / Officer | M-Exempt | D | Employee Stock Option (Right to Buy) | 8,000 | 7.45 | 59.6K | 314,140 | D | ↗ |
| 2025-11-20 | Sedgwick Dustin de Forest | Officer | F-InKind | D | Common Stock | 1,313 | 40.57 | 53.3K | 3,549 | D | ↗ |
| 2025-11-20 | Murgel Michele | Officer | M-Exempt | A | Common Stock | 2,766 | 0.00 | — | 203,572 | D | ↗ |
| 2025-11-20 | MORTON DAVID H JR | Officer | M-Exempt | A | Common Stock | 8,699 | 0.00 | — | 71,220 | D | ↗ |
| 2025-11-20 | Jampol Thad | Officer | M-Exempt | A | Common Stock | 3,257 | 0.00 | — | 892,253 | D | ↗ |
| 2025-11-20 | Harrison David Benjamin | Officer | F-InKind | D | Common Stock | 6,930 | 40.57 | 281.2K | 6,639 | D | ↗ |
| 2025-11-20 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 8,604 | 0.00 | — | 5,740,405 | D | ↗ |
| 2025-11-20 | Coleman Donald F. | Officer | M-Exempt | A | Common Stock | 3,132 | 0.00 | — | 454,582 | D | ↗ |
| 2025-11-19 | Murgel Michele | Officer | A-Award | A | Common Stock | 7,421 | 0.00 | — | 200,806 | D | ↗ |
| 2025-11-19 | MORTON DAVID H JR | Officer | A-Award | A | Common Stock | 18,370 | 0.00 | — | 55,225 | D | ↗ |
| 2025-11-19 | Jampol Thad | Officer | A-Award | A | Common Stock | 9,562 | 0.00 | — | 888,996 | D | ↗ |
| 2025-11-19 | Harrison David Benjamin | Officer | A-Award | A | Common Stock | 8,929 | 0.00 | — | 8,929 | D | ↗ |
| 2025-11-19 | HALL JOHN T | Director / Officer | A-Award | A | Common Stock | 25,696 | 0.00 | — | 5,731,801 | D | ↗ |
| 2025-11-19 | Coleman Donald F. | Officer | A-Award | A | Common Stock | 9,389 | 0.00 | — | 451,450 | D | ↗ |
| 2025-11-18 | Wieck Marie | Director | A-Award | A | Common Stock | 5,025 | 0.00 | — | 52,389 | D | ↗ |
| 2025-11-18 | Neble George R | Director | A-Award | A | Common Stock | 5,025 | 0.00 | — | 33,089 | D | ↗ |
| 2025-11-18 | MORAN CHARLES E | Director | A-Award | A | Common Stock | 5,025 | 0.00 | — | 30,851 | D | ↗ |
| 2025-11-18 | Harris Nancy L | Director | A-Award | A | Common Stock | 5,025 | 0.00 | — | 41,419 | D | ↗ |
| 2025-11-18 | Baxter Ralph | Director | A-Award | A | Common Stock | 5,025 | 0.00 | — | 14,466 | D | ↗ |
| 2025-11-18 | Allen Beverly | Director | A-Award | A | Common Stock | 5,025 | 0.00 | — | 38,237 | D | ↗ |
| 2025-11-17 | Neble George R | Director | S-Sale | D | Common Stock | 1,000 | 42.61 | 42.6K | 28,364 | D | ↗ |
| 2025-11-17 | HALL JOHN T | Director / Officer | S-Sale | D | Common Stock | 2,343 | 41.53 | 97.3K | 5,711,762 | D | ↗ |
| 2025-11-10 | HALL JOHN T | Director / Officer | S-Sale | D | Common Stock | 6,497 | 40.03 | 260.1K | 5,706,105 | D | ↗ |
| 2025-11-05 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 35,600 | 7.45 | 265.2K | 5,706,105 | D | ↗ |
| 2025-10-17 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 9,890 | 7.45 | 73.7K | 5,670,505 | D | ↗ |
| 2025-10-14 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 21,300 | 7.45 | 158.7K | 5,660,615 | D | ↗ |
| 2025-10-06 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 21,150 | 7.45 | 157.6K | 5,639,315 | D | ↗ |
| 2025-09-26 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 19,390 | 7.45 | 144.5K | 5,618,165 | D | ↗ |
| 2025-09-15 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 8,000 | 7.45 | 59.6K | 5,606,775 | D | ↗ |
| 2025-09-12 | Coleman Donald F. | Officer | S-Sale | D | Common Stock | 1,520 | 45.21 | 68.7K | 442,061 | D | ↗ |
| 2025-09-08 | Murgel Michele | Officer | S-Sale | D | Common Stock | 9,752 | 45.13 | 440.1K | 193,385 | D | ↗ |
| 2025-09-08 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 8,000 | 7.45 | 59.6K | 5,606,775 | D | ↗ |
| 2025-09-02 | Sedgwick Dustin de Forest | Officer | A-Award | A | Restricted Share Units | 77,800 | 0.00 | — | 77,800 | D | ↗ |
| 2025-09-02 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 8,000 | 7.45 | 59.6K | 5,606,775 | D | ↗ |
| 2025-08-26 | Harrison David Benjamin | Officer | S-Sale | D | Common Stock | 9,238 | 44.92 | 415.0K | 0 | D | ↗ |
| 2025-08-25 | Sedgwick Dustin de Forest | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-08-25 | HALL JOHN T | Director / Officer | S-Sale | D | Common Stock | 8,000 | 43.46 | 347.6K | 5,598,775 | D | ↗ |
| 2025-08-22 | MORTON DAVID H JR | Officer | S-Sale | D | Common Stock | 5,033 | 43.14 | 217.1K | 36,855 | D | ↗ |
| 2025-08-22 | HALL JOHN T | Director / Officer | S-Sale | D | Common Stock | 400 | 41.78 | 16.7K | 5,617,890 | D | ↗ |
| 2025-08-21 | Murgel Michele | Officer | S-Sale | D | Common Stock | 2,455 | 41.80 | 102.6K | 222,053 | D | ↗ |
| 2025-08-21 | MORTON DAVID H JR | Officer | S-Sale | D | Common Stock | 247 | 42.02 | 10.4K | 46,855 | D | ↗ |
| 2025-08-21 | Jampol Thad | Officer | S-Sale | D | Common Stock | 154 | 42.02 | 6.5K | 879,434 | D | ↗ |
| 2025-08-21 | Harrison David Benjamin | Officer | S-Sale | D | Common Stock | 166 | 42.02 | 7.0K | 9,238 | D | ↗ |
| 2025-08-21 | HALL JOHN T | Director / Officer | S-Sale | D | Common Stock | 6,319 | 41.80 | 264.1K | 5,618,637 | D | ↗ |
| 2025-08-21 | Fitzgerald Scott | Officer | S-Sale | D | Common Stock | 8 | 40.98 | 327.80 | 48,362 | D | ↗ |
| 2025-08-21 | Coleman Donald F. | Officer | S-Sale | D | Common Stock | 2,756 | 41.80 | 115.2K | 443,732 | D | ↗ |
| 2025-08-20 | Murgel Michele | Officer | M-Exempt | A | Common Stock | 2,765 | 0.00 | — | 229,947 | D | ↗ |
| 2025-08-20 | MORTON DAVID H JR | Officer | S-Sale | D | Common Stock | 3,727 | 42.36 | 157.9K | 51,761 | D | ↗ |
| 2025-08-20 | Jampol Thad | Officer | S-Sale | D | Common Stock | 86 | 43.09 | 3.7K | 882,402 | D | ↗ |
| 2025-08-20 | Harrison David Benjamin | Officer | M-Exempt | A | Common Stock | 2,890 | 0.00 | — | 19,137 | D | ↗ |
| 2025-08-20 | HALL JOHN T | Director / Officer | M-Exempt | D | Restricted Share Units | 8,605 | 0.00 | — | 68,880 | D | ↗ |
| 2025-08-20 | Fitzgerald Scott | Officer | M-Exempt | A | Common Stock | 1,599 | 0.00 | — | 51,242 | D | ↗ |
| 2025-08-20 | Coleman Donald F. | Officer | M-Exempt | A | Common Stock | 3,132 | 0.00 | — | 452,597 | D | ↗ |
| 2025-08-19 | Murgel Michele | Officer | A-Award | A | Common Stock | 12,837 | 0.00 | — | 227,182 | D | ↗ |
| 2025-08-19 | MORTON DAVID H JR | Officer | A-Award | A | Restricted Share Units | 33,000 | 0.00 | — | 33,000 | D | ↗ |
| 2025-08-19 | Jampol Thad | Officer | A-Award | A | Common Stock | 14,528 | 0.00 | — | 885,329 | D | ↗ |
| 2025-08-19 | Harrison David Benjamin | Officer | A-Award | A | Restricted Share Units | 21,000 | 0.00 | — | 21,000 | D | ↗ |
| 2025-08-19 | HALL JOHN T | Director / Officer | A-Award | A | Common Stock | 31,590 | 0.00 | — | 5,630,365 | D | ↗ |
| 2025-08-19 | Fitzgerald Scott | Officer | A-Award | A | Restricted Share Units | 11,600 | 0.00 | — | 11,600 | D | ↗ |
| 2025-08-19 | Coleman Donald F. | Officer | A-Award | A | Restricted Share Units | 22,800 | 0.00 | — | 22,800 | D | ↗ |
| 2025-08-18 | HALL JOHN T | Director / Officer | S-Sale | D | Common Stock | 69,776 | 42.56 | 2.97M | 5,607,223 | D | ↗ |
| 2025-08-04 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 47,690 | 7.45 | 355.3K | 5,598,775 | D | ↗ |
| 2025-07-16 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 39,210 | 7.45 | 292.1K | 5,551,085 | D | ↗ |
| 2025-07-03 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 22,180 | 7.45 | 165.2K | 5,511,875 | D | ↗ |
| 2025-06-26 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 23,060 | 7.45 | 171.8K | 5,489,695 | D | ↗ |
| 2025-06-24 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 21,300 | 7.45 | 158.7K | 5,466,635 | D | ↗ |
| 2025-06-09 | HALL JOHN T | Director / Officer | S-Sale | D | Common Stock | 8,000 | 58.20 | 465.6K | 5,445,335 | D | ↗ |
| 2025-06-02 | Jampol Thad | Officer | M-Exempt | A | Common Stock | 5,000 | 12.00 | 60.0K | 875,801 | D | ↗ |
| 2025-06-02 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 8,000 | 7.45 | 59.6K | 5,453,335 | D | ↗ |
| 2025-06-02 | Fitzgerald Scott | Officer | S-Sale | D | Common Stock | 100 | 53.91 | 5.4K | 45,467 | D | ↗ |
| 2025-05-27 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 8,000 | 7.45 | 59.6K | 5,453,335 | D | ↗ |
| 2025-05-23 | MORTON DAVID H JR | Officer | S-Sale | D | Common Stock | 5,948 | 55.22 | 328.4K | 32,739 | D | ↗ |
| 2025-05-23 | Harrison David Benjamin | Officer | S-Sale | D | Common Stock | 8,257 | 55.21 | 455.9K | 0 | D | ↗ |
| 2025-05-23 | HALL JOHN T | Director / Officer | S-Sale | D | Common Stock | 18,069 | 55.21 | 997.6K | 5,445,335 | D | ↗ |
| 2025-05-22 | Murgel Michele | Officer | S-Sale | D | Common Stock | 750 | 57.18 | 42.9K | 214,345 | D | ↗ |
| 2025-05-22 | MORTON DAVID H JR | Officer | S-Sale | D | Common Stock | 1,330 | 57.18 | 76.1K | 42,739 | D | ↗ |
| 2025-05-22 | Jampol Thad | Officer | S-Sale | D | Common Stock | 855 | 57.18 | 48.9K | 870,801 | D | ↗ |
| 2025-05-22 | Harrison David Benjamin | Officer | S-Sale | D | Common Stock | 910 | 57.18 | 52.0K | 14,275 | D | ↗ |
| 2025-05-22 | HALL JOHN T | Director / Officer | S-Sale | D | Common Stock | 1,968 | 57.18 | 112.5K | 5,476,535 | D | ↗ |
| 2025-05-22 | Fitzgerald Scott | Officer | S-Sale | D | Common Stock | 944 | 56.59 | 53.4K | 45,971 | D | ↗ |
| 2025-05-22 | Coleman Donald F. | Officer | S-Sale | D | Common Stock | 1,967 | 56.59 | 111.3K | 435,918 | D | ↗ |
| 2025-05-21 | Murgel Michele | Officer | S-Sale | D | Common Stock | 2,889 | 57.33 | 165.6K | 216,848 | D | ↗ |
| 2025-05-21 | MORTON DAVID H JR | Officer | S-Sale | D | Common Stock | 5,125 | 57.33 | 293.8K | 47,176 | D | ↗ |
| 2025-05-21 | Jampol Thad | Officer | S-Sale | D | Common Stock | 3,294 | 57.33 | 188.9K | 873,653 | D | ↗ |
| 2025-05-21 | Harrison David Benjamin | Officer | S-Sale | D | Common Stock | 3,508 | 57.33 | 201.1K | 17,312 | D | ↗ |
| 2025-05-21 | HALL JOHN T | Director / Officer | S-Sale | D | Common Stock | 5,576 | 56.71 | 316.2K | 5,490,684 | D | ↗ |
| 2025-05-21 | Fitzgerald Scott | Officer | S-Sale | D | Common Stock | 1,555 | 57.33 | 89.2K | 46,915 | D | ↗ |
| 2025-05-21 | Coleman Donald F. | Officer | S-Sale | D | Common Stock | 3,244 | 57.33 | 186.0K | 437,885 | D | ↗ |
| 2025-05-20 | Murgel Michele | Officer | M-Exempt | A | Common Stock | 2,766 | 0.00 | — | 226,788 | D | ↗ |
| 2025-05-20 | MORTON DAVID H JR | Officer | M-Exempt | A | Common Stock | 8,698 | 0.00 | — | 60,262 | D | ↗ |
| 2025-05-20 | Jampol Thad | Officer | M-Exempt | D | Restricted Share Units | 3,257 | 0.00 | — | 29,329 | D | ↗ |
| 2025-05-20 | Harrison David Benjamin | Officer | M-Exempt | D | Restricted Share Units | 2,891 | 0.00 | — | 26,028 | D | ↗ |
| 2025-05-20 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 8,605 | 0.00 | — | 5,509,195 | D | ↗ |
| 2025-05-20 | Fitzgerald Scott | Officer | M-Exempt | A | Common Stock | 1,599 | 0.00 | — | 52,265 | D | ↗ |
| 2025-05-20 | Coleman Donald F. | Officer | S-Sale | D | Common Stock | 5,533 | 56.75 | 314.0K | 443,514 | D | ↗ |
| 2025-05-19 | Murgel Michele | Officer | A-Award | A | Common Stock | 21,560 | 0.00 | — | 224,022 | D | ↗ |
| 2025-05-19 | MORTON DAVID H JR | Officer | A-Award | A | Common Stock | 29,908 | 0.00 | — | 51,564 | D | ↗ |
| 2025-05-19 | Jampol Thad | Officer | A-Award | A | Common Stock | 24,481 | 0.00 | — | 881,731 | D | ↗ |
| 2025-05-19 | Harrison David Benjamin | Officer | A-Award | A | Common Stock | 26,492 | 0.00 | — | 26,492 | D | ↗ |
| 2025-05-19 | HALL JOHN T | Director / Officer | M-Exempt | D | Employee Stock Option (Right to Buy) | 8,000 | 7.45 | 59.6K | 790,910 | D | ↗ |
| 2025-05-19 | Fitzgerald Scott | Officer | A-Award | A | Common Stock | 12,149 | 0.00 | — | 50,666 | D | ↗ |
| 2025-05-19 | Coleman Donald F. | Officer | A-Award | A | Common Stock | 24,182 | 0.00 | — | 445,915 | D | ↗ |
| 2025-05-12 | HALL JOHN T | Director / Officer | M-Exempt | D | Employee Stock Option (Right to Buy) | 138,650 | 7.45 | 1.03M | 798,910 | D | ↗ |
| 2025-05-08 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 33,450 | 7.45 | 249.2K | 5,445,335 | D | ↗ |
| 2025-05-02 | Jampol Thad | Officer | M-Exempt | A | Common Stock | 5,000 | 12.00 | 60.0K | 862,250 | D | ↗ |
| 2025-05-01 | Fitzgerald Scott | Officer | S-Sale | D | Common Stock | 200 | 54.93 | 11.0K | 41,317 | D | ↗ |
| 2025-04-23 | Murgel Michele | Officer | M-Exempt | A | Common Stock | 20,000 | 12.00 | 240.0K | 202,462 | D | ↗ |
| 2025-04-22 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 35,700 | 7.45 | 266.0K | 5,411,885 | D | ↗ |
| 2025-04-09 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 52,640 | 7.45 | 392.2K | 5,376,185 | D | ↗ |
| 2025-04-07 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 20,700 | 7.45 | 154.2K | 5,323,545 | D | ↗ |
| 2025-04-02 | Jampol Thad | Officer | M-Exempt | D | Employee Stock Option (Right to Buy) | 63,730 | 7.45 | 474.8K | 33,575 | D | ↗ |
| 2025-04-01 | Fitzgerald Scott | Officer | S-Sale | D | Common Stock | 1,300 | 58.71 | 76.3K | 43,217 | D | ↗ |
| 2025-03-19 | Murgel Michele | Officer | S-Sale | D | Common Stock | 1,962 | 60.00 | 117.7K | 182,462 | D | ↗ |
| 2025-03-18 | Murgel Michele | Officer | S-Sale | D | Common Stock | 796 | 60.00 | 47.8K | 184,424 | D | ↗ |
| 2025-03-17 | Murgel Michele | Officer | S-Sale | D | Common Stock | 23,404 | 60.13 | 1.41M | 185,220 | D | ↗ |
| 2025-03-14 | Murgel Michele | Officer | S-Sale | D | Common Stock | 4,155 | 60.00 | 249.3K | 208,624 | D | ↗ |
| 2025-03-14 | Harris Nancy L | Director | S-Sale | D | Common Stock | 2,970 | 60.00 | 178.2K | 36,394 | D | ↗ |
| 2025-03-14 | HALL JOHN T | Director / Officer | M-Exempt | D | Employee Stock Option (Right to Buy) | 32,500 | 7.45 | 242.1K | 1,080,050 | D | ↗ |
| 2025-03-13 | Murgel Michele | Officer | S-Sale | D | Common Stock | 1,015 | 60.46 | 61.4K | 212,779 | D | ↗ |
| 2025-03-11 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 33,450 | 7.45 | 249.2K | 5,270,345 | D | ↗ |
| 2025-03-10 | Jampol Thad | Officer | M-Exempt | D | Employee Stock Option (Right to Buy) | 20,000 | 3.99 | 79.8K | 9,198 | D | ↗ |
| 2025-03-10 | HALL JOHN T | Director / Officer | M-Exempt | D | Employee Stock Option (Right to Buy) | 8,000 | 7.45 | 59.6K | 1,146,000 | D | ↗ |
| 2025-03-03 | HALL JOHN T | Director / Officer | S-Sale | D | Common Stock | 260 | 66.18 | 17.2K | 5,236,895 | D | ↗ |
| 2025-03-03 | Fitzgerald Scott | Officer | S-Sale | D | Common Stock | 1,813 | 65.36 | 118.5K | 44,517 | D | ↗ |
| 2025-02-26 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 10,799 | 7.45 | 80.5K | 5,236,895 | D | ↗ |
| 2025-02-25 | MORTON DAVID H JR | Officer | S-Sale | D | Common Stock | 3,228 | 64.62 | 208.6K | 28,328 | D | ↗ |
| 2025-02-25 | Harrison David Benjamin | Officer | S-Sale | D | Common Stock | 19,427 | 65.36 | 1.27M | 0 | D | ↗ |
| 2025-02-25 | HALL JOHN T | Director / Officer | S-Sale | D | Common Stock | 43,966 | 65.36 | 2.87M | 5,150,096 | D | ↗ |
| 2025-02-24 | Murgel Michele | Officer | S-Sale | D | Common Stock | 18 | 61.85 | 1.1K | 218,408 | D | ↗ |
| 2025-02-24 | MORTON DAVID H JR | Officer | S-Sale | D | Common Stock | 13 | 61.85 | 803.99 | 34,992 | D | ↗ |
| 2025-02-24 | Jampol Thad | Officer | S-Sale | D | Common Stock | 37 | 61.85 | 2.3K | 866,542 | D | ↗ |
| 2025-02-24 | Harrison David Benjamin | Officer | S-Sale | D | Common Stock | 1,642 | 64.43 | 105.8K | 31,081 | D | ↗ |
| 2025-02-24 | HALL JOHN T | Director / Officer | S-Sale | D | Common Stock | 2,539 | 62.66 | 159.1K | 5,231,606 | D | ↗ |
| 2025-02-24 | Fitzgerald Scott | Officer | S-Sale | D | Common Stock | 259 | 62.66 | 16.2K | 49,336 | D | ↗ |
| 2025-02-24 | Coleman Donald F. | Officer | S-Sale | D | Common Stock | 1,642 | 66.18 | 108.7K | 421,733 | D | ↗ |
| 2025-02-21 | Murgel Michele | Officer | S-Sale | D | Common Stock | 415 | 65.86 | 27.3K | 223,530 | D | ↗ |
| 2025-02-21 | MORTON DAVID H JR | Officer | S-Sale | D | Common Stock | 1,843 | 66.16 | 121.9K | 36,853 | D | ↗ |
| 2025-02-21 | Jampol Thad | Officer | S-Sale | D | Common Stock | 5,131 | 66.16 | 339.5K | 871,724 | D | ↗ |
| 2025-02-21 | Harrison David Benjamin | Officer | S-Sale | D | Common Stock | 2,949 | 68.56 | 202.2K | 36,261 | D | ↗ |
| 2025-02-21 | HALL JOHN T | Director / Officer | S-Sale | D | Common Stock | 1,201 | 69.18 | 83.1K | 5,234,225 | D | ↗ |
| 2025-02-21 | Fitzgerald Scott | Officer | S-Sale | D | Common Stock | 786 | 68.56 | 53.9K | 49,726 | D | ↗ |
| 2025-02-21 | Coleman Donald F. | Officer | S-Sale | D | Common Stock | 694 | 65.86 | 45.7K | 438,027 | D | ↗ |
| 2025-02-20 | Murgel Michele | Officer | S-Sale | D | Common Stock | 167 | 71.16 | 11.9K | 224,000 | D | ↗ |
| 2025-02-20 | MORTON DAVID H JR | Officer | M-Exempt | A | Common Stock | 8,699 | 0.00 | — | 44,441 | D | ↗ |
| 2025-02-20 | Jampol Thad | Officer | S-Sale | D | Common Stock | 423 | 70.70 | 29.9K | 878,138 | D | ↗ |
| 2025-02-20 | Harrison David Benjamin | Officer | S-Sale | D | Common Stock | 283 | 71.16 | 20.1K | 45,221 | D | ↗ |
| 2025-02-20 | HALL JOHN T | Director / Officer | S-Sale | D | Common Stock | 10,924 | 68.39 | 747.1K | 5,274,293 | D | ↗ |
| 2025-02-20 | Fitzgerald Scott | Officer | M-Exempt | A | Common Stock | 1,600 | 0.00 | — | 55,484 | D | ↗ |
| 2025-02-20 | Coleman Donald F. | Officer | S-Sale | D | Common Stock | 280 | 71.16 | 19.9K | 438,813 | D | ↗ |
| 2025-02-19 | Murgel Michele | Officer | A-Award | A | Common Stock | 33,222 | 0.00 | — | 228,711 | D | ↗ |
| 2025-02-19 | MORTON DAVID H JR | Officer | A-Award | A | Common Stock | 13,863 | 0.00 | — | 31,194 | D | ↗ |
| 2025-02-19 | Jampol Thad | Officer | A-Award | A | Common Stock | 61,397 | 0.00 | — | 889,594 | D | ↗ |
| 2025-02-19 | Harrison David Benjamin | Officer | A-Award | A | Common Stock | 54,965 | 0.00 | — | 54,965 | D | ↗ |
| 2025-02-19 | HALL JOHN T | Director / Officer | A-Award | A | Common Stock | 133,102 | 0.00 | — | 5,283,198 | D | ↗ |
| 2025-02-19 | Fitzgerald Scott | Officer | A-Award | A | Common Stock | 17,672 | 0.00 | — | 53,884 | D | ↗ |
| 2025-02-19 | Coleman Donald F. | Officer | A-Award | A | Common Stock | 54,492 | 0.00 | — | 862,585 | D | ↗ |
| 2025-02-18 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 8,000 | 7.45 | 59.6K | 5,158,096 | D | ↗ |
| 2025-02-10 | Jampol Thad | Officer | M-Exempt | A | Common Stock | 20,000 | 3.99 | 79.8K | 848,197 | D | ↗ |
| 2025-02-10 | HALL JOHN T | Director / Officer | S-Sale | D | Common Stock | 37,672 | 71.33 | 2.69M | 5,150,696 | D | ↗ |
| 2025-02-05 | Jampol Thad | Officer | G-Gift | D | Common Stock | 15,028 | 0.00 | — | 0 | I | ↗ |
| 2025-02-03 | Fitzgerald Scott | Officer | S-Sale | D | Common Stock | 600 | 68.50 | 41.1K | 38,612 | D | ↗ |
| 2025-01-08 | Jampol Thad | Officer | S-Sale | D | Common Stock | 1,892 | 63.25 | 119.7K | 828,197 | D | ↗ |
| 2025-01-08 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 57,350 | 3.99 | 228.8K | 5,150,096 | D | ↗ |
| 2025-01-02 | Fitzgerald Scott | Officer | S-Sale | D | Common Stock | 3,000 | 64.38 | 193.1K | 39,212 | D | ↗ |
| 2024-12-23 | Murgel Michele | Officer | M-Exempt | D | Employee Stock Option (Right to Buy) | 17,150 | 12.00 | 205.8K | 62,133 | D | ↗ |
| 2024-12-23 | Jampol Thad | Officer | M-Exempt | A | Common Stock | 33,575 | 7.45 | 250.1K | 828,197 | D | ↗ |
| 2024-12-20 | Coleman Donald F. | Officer | M-Exempt | D | Employee Stock Option (Right to Buy) | 67,150 | 7.45 | 500.3K | 63,730 | D | ↗ |
| 2024-12-19 | HALL JOHN T | Director / Officer | M-Exempt | D | Employee Stock Option (Right to Buy) | 66,650 | 3.99 | 265.9K | 133,350 | D | ↗ |
| 2024-12-16 | HALL JOHN T | Director / Officer | M-Exempt | A | Common Stock | 66,650 | 7.45 | 496.5K | 5,097,082 | D | ↗ |
| 2024-12-13 | Jampol Thad | Officer | G-Gift | D | Common Stock | 3,600 | 0.00 | — | 794,622 | D | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | John Hall Chief Executive Officer | 501.0K | 533.6K | 13.87M | — | — | 10.5K | 14.92M | 92.99% | ↗ |
| 2 | 2025 | David Morton Chief Financial Officer | 472.5K | 402.6K | 9.11M | — | — | 10.7K | 9.99M | 91.14% | ↗ |
| 3 | 2025 | Thad Jampol Co-Founder and Chief Product Officer | 496.4K | 370.1K | 5.36M | — | — | 10.7K | 6.24M | 85.95% | ↗ |
| 4 | 2025 | Don Coleman Chief Operating Officer | 463.5K | 313.1K | 5.24M | — | — | 21.6K | 6.04M | 86.79% | ↗ |
| 5 | 2025 | David Benjamin Harrison President, Industries | 477.3K | 460.6K | 5.01M | — | — | 21.3K | 5.97M | 83.92% | ↗ |
| 6 | 2024 | David Morton Chief Financial Officer | 405.7K | 333.3K | 10.19M | — | — | 10.7K | 10.94M | 93.15% | ↗ |
| 7 | 2024 | John Hall Chief Executive Officer | 486.4K | 403.7K | 6.81M | — | — | 418.5K | 8.12M | 83.88% | ↗ |
| 8 | 2024 | Thad Jampol Co-Founder and Chief Product Officer | 472.8K | 307.8K | 2.56M | — | — | 23.2K | 3.36M | 76.08% | ↗ |
| 9 | 2024 | Don Coleman Chief Operating Officer | 450.0K | 261.5K | 2.51M | — | — | 23.1K | 3.25M | 77.39% | ↗ |
| 10 | 2024 | David Benjamin Harrison President, Industries | 463.4K | 384.6K | 2.35M | — | — | 11.5K | 3.21M | 73.20% | ↗ |
| 11 | 2024 | Stephen Robertson Former Chief Financial Officer | 226.3K | — | 2.10M | — | — | 229.5K | 2.55M | 82.13% | ↗ |
| 12 | 2023 | John Hall Chief Executive Officer | 474.5K | 404.3K | 2.21M | — | — | 9.8K | 3.10M | 71.30% | ↗ |
| 13 | 2023 | Thad Jampol Co-Founder and Chief Product Officer | 461.3K | 343.9K | 1.32M | — | — | 9.8K | 2.14M | 61.91% | ↗ |
| 14 | 2023 | Don Coleman Chief Operating Officer | 408.5K | 304.5K | 1.32M | — | — | 9.9K | 2.05M | 64.70% | ↗ |
| 15 | 2022 | John Hall Chief Executive Officer | 456.3K | 427.1K | — | — | — | 8.7K | 892.1K | 0.00% | ↗ |
| 16 | 2022 | Thad Jampol Co-Founder and Chief Product Officer | 427.1K | 444.8K | — | — | — | 9.2K | 881.1K | 0.00% | ↗ |
| 17 | 2022 | Don Coleman Chief Operating Officer | 371.5K | 387.2K | — | — | — | 9.2K | 767.9K | 0.00% | ↗ |
| 18 | 2021 | John Hall Chief Executive Officer | 443.0K | — | 28.60M | 1.82M | 460.7K | 8.6K | 31.34M | 97.09% | ↗ |
| 19 | 2021 | Thad Jampol Co-Founder and Chief Product Officer | 414.7K | — | 13.00M | 1.18M | 323.5K | 8.6K | 14.93M | 95.00% | ↗ |
| 20 | 2021 | Don Coleman Chief Operating Officer | 360.6K | — | 11.05M | 1.18M | 328.1K | 9.4K | 12.93M | 94.60% | ↗ |
| 21 | 2020 | John Hall Chief Executive Officer | 405.8K | — | — | — | 162.3K | 158.4K | 726.5K | 0.00% | ↗ |
| 22 | 2020 | Thad Jampol Co-Founder and Chief Product Officer | 350.4K | — | — | — | 84.1K | 8.4K | 442.9K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| John T. Hall | Chairman & Chief Executive Officer | 1M | male |
| David Benjamin Harrison | President of Industries | 959.2K | male |
| David H. Morton Jr. | Chief Financial Officer | 885.8K | male |
| Thad Jampol | Co-Founder & Chief Product Officer | 877.2K | male |
| Donald F. Coleman | Chief Operating Officer | 798.2K | male |
| Steven Todd | SVP, Secretary & General Counsel | — | male |
| Duane Rusten | Senior Vice President of Client Services | — | male |
| David Melvin Trone | Senior Vice President of Investor Relations | — | male |
| Costa Harbilas | Executive Vice President & Chief Revenue Officer | — | male |
| Dustin Sedgwick | Chief Marketing Officer | — | male |
| Michele Murgel | Chief People & Places Officer | — | female |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-11-13 | 2025-12-15 | Gilbert Cisneros | CA31 | — | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2025-08-26 | 2025-09-12 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-08-15 | 2025-09-12 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-04-09 | 2025-05-14 | Josh Gottheimer | NJ05 | Joint | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2024-05-09 | 2024-06-08 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2024-04-15 | 2024-05-15 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2024-03-14 | 2024-04-07 | Josh Gottheimer | NJ05 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2023-12-20 | 2024-01-07 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2023-11-15 | 2023-12-08 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2023-09-18 | 2023-10-15 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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