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JAKKS Pacific, Inc. (JAKK)

USD23.37 +0.57 (+2.49%)
US NASDAQ Consumer Cyclical Leisure
Address 2951 28th Street 90405
Santa Monica, CA, US
CEO Stephen G. Berman
Website jakks.com
IPO 1996-05-02
CIK 1009829 ISIN US47012E4035

Explore sections of this company profile

Description

JAKKS Pacific, Inc. is a global enterprise specializing in the conception, manufacturing, marketing, and distribution of a diverse array of playthings, electronic products, and various consumer goods. The company operates through two primary divisions: Toys/Consumer Products and Costumes. Within the Toys/Consumer Products segment, JAKKS offers a broad portfolio that includes collectible action figures and their accessories, often based on popular intellectual properties; vehicle playsets and related components; and a wide range of dolls (small, large, fashion, baby, infant, and preschool, frequently tied to licenses) with their accompanying accessories. This division also produces private label merchandise, foot-to-floor ride-ons, imaginative play environments like inflatable structures and tents, and wagons. Furthermore, they provide interactive role-playing and dress-up items, along with novelty products for both boys and girls, utilizing both licensed entertainment properties and proprietary brands. Other offerings include children's indoor and outdoor furniture, activity tables, room decor, kiddie pools, seasonal recreational items, outdoor activity toys, and junior sports equipment, such as specialized balls, sport sets, and toy hoops. The Costumes division focuses on Halloween and everyday costumes suitable for various age groups, leveraging licensed and proprietary designs, alongside complementary Halloween accessories. JAKKS Pacific distributes its offerings globally through its internal sales force and independent representatives to an extensive network of retailers, including major toy and mass-market chains, department stores, office supply outlets, drugstores, grocery stores, club warehouses, dollar stores, specialized toy boutiques, and wholesale partners. Founded in 1995, the company maintains its headquarters in Santa Monica, California.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
System TMAX 2002-05-21 View
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
USD23.37 +0.57 (+2.49%)
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Volume Profile
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Liquidity & share structure
Average Volume
54.3K
Beta
1.44
Float Shares
9.06M
Free Float %
79.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.80% -4.95% +0.32% +24.38% +28.92% +29.68% -1.53% -8.10% +145.40% -69.17% -56.22%
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 (16 ratings, all time) Hold
Price Targets & DCF
Current price
23.37
Low 38.00 +62.6%
Consensus 41.67 +78.3%
Median 41.00 +75.5%
High 46.00 +96.9%
DCF (Unlevered) 23.59 +0.9%
DCF (Levered) 17.95 -23.2%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 4
40.50
+73.3%
Quality scores
Altman Z-Score
2.66
Grey zone
Piotroski F-Score
5 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
2 / 5
Medium
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Leisure: +7.6%
    -17.4% Q1'26: -5.8% (vs Q1'25)
  • EPS growth Leisure: +13.2%
    -72.6% Q1'26: -76.2% (vs Q1'25)
  • FCF margin FCF growth · Leisure: +30.4%
    -2.4% Q1'26: +15.1% (vs Q1'25)
  • EBIT margin Leisure: +11.0%
    +2.7% Q1'26: -5.2% (vs Q1'25)
  • ROIC Leisure: +6.9%
    +3.5% Q1'26: -8.2% (vs Q1'25)
  • Share dilution Leisure: +0.0%
    +1.3% Q1'26: +2.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Leisure: -0.39×
    3.65× Q1'26: -3.62× (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 (1.50) × ERP
WACC = 73% × Ke + 27% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 23.39 Current price: 23.37
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 Dec 2007
actual
Dec 2008
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
1 EPS Ana.
Dec 2027
2 Rev. Ana.
1 EPS Ana.
Revenue
857.09M
est: 757.67M (+13.1%)
903.40M
est: 1.90B (-52.4%)
747.27M
est: 665.64M (+12.3%)
677.75M
est: 686.83M (-1.3%)
666.76M
est: 671.58M (-0.7%)
632.93M
est: 526.88M (+20.1%)
810.06M
est: 726.27M (+11.5%)
745.74M
est: 743.42M (+0.3%)
706.60M
est: 699.04M (+1.1%)
613.11M
est: 632.22M (-3.0%)
567.81M
est: 560.70M (+1.3%)
598.65M
est: 596.60M (+0.3%)
515.87M
est: 514.93M (+0.2%)
621.12M
est: 571.50M (+8.7%)
796.19M
est: 759.30M (+4.9%)
711.56M
est: 694.15M (+2.5%)
691.04M
est: 691.37M (0.0%)
570.67M
est: 560.91M (+1.7%)
596.98M
595.80M – 598.15M
+6.4% YoY
648.46M
625.52M – 671.39M
+8.6% YoY
EBITDA
133.66M
est: 125.67M (+6.4%)
118.89M
est: 134.28M (-11.5%)
85.13M
est: 69.12M (+23.2%)
33.59M
est: 44.56M (-24.6%)
15.21M
est: -189.22M (+108.0%)
-17.25M
est: -672.36M (+97.4%)
59.57M
est: 49.94M (+19.3%)
49.39M
est: 58.20M (-15.1%)
40.05M
est: 54.27M (-26.2%)
-50.59M
est: -83.33M (+39.3%)
-12.15M
est: 12.48M (-197.4%)
-19.90M
est: -6.85M (-190.7%)
19.09M
est: -1.35M (+1,516.3%)
18.69M
est: -6.00M (+411.5%)
71.84M
est: 193.37M (-62.9%)
59.98M
est: 44.82M (+33.8%)
50.87M
est: 44.64M (+14.0%)
25.47M
est: 36.22M (-29.7%)
38.55M
38.47M – 38.62M
+6.4% YoY
41.87M
40.39M – 43.35M
+8.6% YoY
EBIT
107.00M
est: 88.00M (+21.6%)
91.32M
est: 74.80M (+22.1%)
56.47M
est: 37.78M (+49.5%)
7.66M
est: 12.89M (-40.6%)
-9.42M
est: -242.79M (+96.1%)
-41.35M
est: -831.50M (+95.0%)
37.69M
est: 24.66M (+52.8%)
30.53M
est: 31.54M (-3.2%)
17.11M
est: 26.17M (-34.6%)
-71.59M
est: -101.76M (+29.6%)
-29.23M
est: -11.35M (-157.6%)
-37.53M
est: -2.87M (-1,208.7%)
8.15M
est: -1.37M (+695.8%)
8.44M
est: 29.88M (-71.7%)
61.26M
est: 156.37M (-60.8%)
51.40M
est: 34.50M (+49.0%)
40.83M
est: 34.37M (+18.8%)
15.24M
est: 27.88M (-45.4%)
29.67M
29.62M – 29.73M
+6.4% YoY
32.23M
31.09M – 33.37M
+8.6% YoY
Net Income
88.99M
est: 71.14M (+25.1%)
76.06M
est: 83.27M (-8.7%)
47.05M
est: 37.86M (+24.3%)
8.47M
est: 15.45M (-45.2%)
-104.80M
est: -982.46M (+89.3%)
-53.91M
est: -886.22M (+93.9%)
21.51M
est: 16.57M (+29.8%)
23.25M
est: 24.55M (-5.3%)
1.24M
est: 7.93M (-84.3%)
-83.09M
est: -129.59M (+35.9%)
-42.37M
est: -20.06M (-111.2%)
-55.55M
est: -36.24M (-53.3%)
-14.27M
est: -30.18M (+52.7%)
-6.01M
est: -38.05M (+84.2%)
91.41M
est: 150.60M (-39.3%)
38.41M
est: 33.32M (+15.3%)
33.92M
est: 43.75M (-22.5%)
9.87M
est: 8.68M (+13.7%)
25.30M
24.06M – 26.55M
+191.4% YoY
34.28M
29.18M – 45.53M
+35.5% YoY
SGA
216.65M
est: 174.48M (+24.2%)
230.06M
est: 311.42M (-26.1%)
182.23M
est: 174.28M (+4.6%)
181.60M
est: 185.76M (-2.2%)
201.68M
est: 154.57M (+30.5%)
188.74M
est: 121.26M (+55.6%)
193.45M
est: 171.03M (+13.1%)
188.74M
est: 181.25M (+4.1%)
195.04M
est: 237.08M (-17.7%)
196.54M
est: 308.34M (-36.3%)
178.57M
est: 181.94M (-1.9%)
154.68M
est: 131.72M (+17.4%)
132.01M
est: 121.90M (+8.3%)
141.78M
est: 197.95M (-28.4%)
148.11M
est: 376.10M (-60.6%)
163.88M
est: 165.80M (-1.2%)
172.95M
est: 165.14M (+4.7%)
170.86M
est: 133.98M (+27.5%)
142.59M
142.31M – 142.87M
+6.4% YoY
154.89M
149.41M – 160.37M
+8.6% YoY
EPS
32.20
est: 1.99 (+1,522.2%)
27.23
est: 3.42 (+697.4%)
15.20
est: 0.90 (+1,598.3%)
3.20
est: 0.62 (+416.1%)
-47.70
est: -0.25 (-18,980.0%)
-24.30
est: 0.24 (-10,225.0%)
7.00
est: -0.13 (+5,700.0%)
12.00
est: 7.36 (+63.0%)
0.80
est: 0.30 (+166.7%)
-38.93
est: -7.73 (-403.9%)
-18.34
est: -14.45 (-26.9%)
-21.32
est: -7.93 (-168.7%)
-4.27
est: -4.75 (+10.1%)
-0.98
est: 1.52 (-164.5%)
9.33
est: 4.37 (+113.5%)
3.70
est: 2.92 (+26.9%)
3.27
est: 3.83 (-14.6%)
0.88
est: 0.76 (+15.8%)
2.22
2.11 – 2.32
+191.4% YoY
3.27
2.55 – 3.99
+47.6% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-01 Small Cap Consumer Research Buy Buy Maintain
2026-04-23 Small Cap Consumer Research Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 3/5 2/5 4/5 3/5 2/5 4/5
2026-05-08 B 3/5 3/5 2/5 4/5 2/5 2/5 4/5
2026-05-07 B 3/5 3/5 2/5 4/5 2/5 2/5 4/5
2026-05-06 B 3/5 3/5 2/5 4/5 2/5 2/5 4/5
2026-05-05 B 3/5 3/5 2/5 4/5 2/5 2/5 4/5
2026-05-04 B 3/5 3/5 2/5 4/5 2/5 2/5 4/5
2026-05-01 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-30 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-29 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-28 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-27 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-24 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-23 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-22 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-21 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-20 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-17 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5
2026-04-16 B+ 3/5 3/5 2/5 4/5 2/5 3/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
8.00M
OE per share TTM
0.66
Owner's Yield
3.10%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
7.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
11
Total invested
921.1K
Insider transactions (90d)
0
Beneficial owners (>5%)
28
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 in Row (9): 13.01M 4.35% 13.01M 13.01M CO Indiana 2019-02-14
2 (Jodie) Lee 2.50M 7.10% 2.50M 2.50M IN of China 2020-01-16
3 Ping-kang Hsiung 2.50M 7.10% 2.50M 2.50M IN of China 2020-01-16
4 of America Inc. 2.50M 7.10% 2.50M 2.50M CO Delaware 2020-01-16
5 NAME(S) (S) ( 1.92M 20.03% 1.92M 1.92M IN United States 2023-01-26
6 BANK OF AMERICA CORP /DE/56-0906609 1.66M 4.70% 1.66M 1.66M HC Delaware 2020-02-14
7 LOGEN ASSET MANAGEMENT GP LLC 1.58M 5.62% 1.58M 1.58M HC, OO Delaware 2018-03-14
8 LOGEN ASSET MANAGEMENT LP 1.58M 5.62% 1.58M 1.58M IA, PN Delaware 2018-03-14
9 STEVEN K. GENDAL 1.58M 5.62% 1.58M 1.58M HC, IN Delaware 2018-03-14
10 Lawrence I. Rosen 1.53M 16.10% 1.53M 1.53M IN United States 2022-02-03
11 ANTHEM, INC. 1.46M 5.23% 1.46M 1.46M CO Delaware 2018-03-14
12 Benefit Street Partners L.L.C. 1.36M 14.40% IA Delaware 2021-08-02
13 Thomas J. Gahan 1.36M 14.40% IN United States 2021-08-02
14 AQR Capital Management, LLC 753.8K 2.72% 753.8K 753.8K IA Delaware, USA 2018-02-14
15 (1) BlackRock, Inc. 567.4K 5.20% 556.9K 567.4K HC Delaware 2024-11-08
16 Divisadero Street Capital Management, LP 528.6K 5.40% 528.6K 528.6K IA, PN Delaware 2023-04-28
17 Divisadero Street Partners GP, LLC 528.6K 5.40% 528.6K 528.6K HC, OO Delaware 2023-04-28
18 Divisadero Street Partners, L.P. 528.6K 5.40% 528.6K 528.6K PN Delaware 2023-04-28
19 William Zolezzi 528.6K 5.40% 528.6K 528.6K HC, IN Delaware 2023-04-28
20 Morgan Stanley 250.7K 2.60% 250.7K 250.7K HC, CO Delaware. 2022-02-09
21 Morgan Stanley Capital Services LLC 250.7K 2.60% 250.7K 250.7K CO Delaware. 2022-02-09
22 13-3127734 138.8K 2.81% 85.3K 138.8K HC Delaware 2021-02-11
23 26-0385758 138.8K 2.81% 85.3K 138.8K IA Delaware 2021-02-11
24 2. 10.00 3.50% 985.7K 985.7K IA, HC, OO Delaware 2018-02-14
25 BRIAN KATZ KLEIN 0.00% HC, IN United States 2018-02-14
26 JAMES MICHAEL JOHNSTON 0.00% HC, IN United States 2018-02-14
27 STEELHEAD PARTNERS, LLC 0.00% IA Delaware 2018-02-14
28 STEELHEAD PATHFINDER MASTER, L.P. 0.00% PN Cayman Islands 2018-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
11
-100 vs prev Q
New positions
3
Closed positions
99
Increased
3
Reduced
5
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 GATE CITY CAPITAL MANAGEMENT, LLC 782.7K +252.3K (+47.6%) 13.21M +3.3M (+33.0%) 7.00% +2.239 pp 5.72% +0.734 pp USD18.13 -6.9% 2 qtrs
2 BLACKROCK, INC. 641.6K -2.2K (-0.3%) 10.83M -1.2M (-10.2%) 5.74% -0.039 pp 0.00% +0.000 pp USD25.12 -32.8% 6 qtrs
3 DIMENSIONAL FUND ADVISORS LP 564.4K -21.4K (-3.7%) 9.53M -1.4M (-13.2%) 5.05% -0.210 pp 0.00% 0.000 pp USD23.57 -28.4% 12 qtrs
4 VANGUARD GROUP INC 532.5K +28.6K (+5.7%) 8.99M -449.0K (-4.8%) 4.76% +0.240 pp 0.00% +0.000 pp USD16.69 +1.1% 22 qtrs
5 PACIFIC RIDGE CAPITAL PARTNERS, LLC 406.3K +65.2K (+19.1%) 6.86M +468.7K (+7.3%) 3.63% +0.572 pp 1.51% +0.101 pp USD22.72 -25.7% 10 qtrs
6 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 359.3K -4.4K (-1.2%) 6.07M -746.9K (-11.0%) 3.21% -0.051 pp 0.02% -0.003 pp USD18.73 -9.9% 13 qtrs
7 THOMPSON SIEGEL & WALMSLEY LLC 325.5K +325.5K (+100.0%) 5.49M +5.5M (+100.0%) 2.91% +2.910 pp 0.09% +0.092 pp USD16.88 +0.0% 1 qtrs NEW
8 GEODE CAPITAL MANAGEMENT, LLC 222.0K +2.2K (+1.0%) 3.75M -370.5K (-9.0%) 1.98% +0.012 pp 0.00% +0.000 pp USD16.78 +0.6% 22 qtrs
9 GRATIA CAPITAL, LLC 179.5K +— (+0.0%) 3.03M -332.1K (-9.9%) 1.61% -0.006 pp 2.26% -0.153 pp USD20.44 -17.4% 3 qtrs
10 STATE STREET CORP 166.7K +8.1K (+5.1%) 2.81M -157.1K (-5.3%) 1.49% +0.067 pp 0.00% +0.000 pp USD23.53 -28.3% 19 qtrs
11 AMERICAN CENTURY COMPANIES INC 162.6K +18.7K (+13.0%) 2.74M +49.5K (+1.8%) 1.45% +0.163 pp 0.00% +0.000 pp USD21.00 -19.6% 14 qtrs
12 RENAISSANCE TECHNOLOGIES LLC 161.5K -31.0K (-16.1%) 2.73M -879.4K (-24.4%) 1.44% -0.283 pp 0.00% -0.001 pp USD16.53 +2.1% 22 qtrs
13 AQR CAPITAL MANAGEMENT LLC 144.5K -19.9K (-12.1%) 2.44M -640.5K (-20.8%) 1.29% -0.183 pp 0.00% -0.001 pp USD22.02 -23.3% 10 qtrs
14 BRIDGEWAY CAPITAL MANAGEMENT, LLC 143.7K -26.0K (-15.3%) 2.43M -752.1K (-23.7%) 1.28% -0.237 pp 0.05% -0.017 pp USD16.57 +1.9% 22 qtrs
15 GABELLI FUNDS LLC 129.0K +129.0K (+100.0%) 2.18M +2.2M (+100.0%) 1.15% +1.154 pp 0.01% +0.015 pp USD16.88 +0.0% 1 qtrs NEW
16 LSV ASSET MANAGEMENT 128.2K +— (+0.0%) 2.16M -237.0K (-9.9%) 1.15% -0.004 pp 0.00% -0.001 pp USD22.86 -26.2% 12 qtrs
17 ANSON FUNDS MANAGEMENT LP 126.7K +169.0 (+0.1%) 2.14M -231.1K (-9.8%) 1.13% -0.002 pp 0.20% -0.013 pp USD20.73 -18.6% 7 qtrs
18 GOLDMAN SACHS GROUP INC 117.9K -5.8K (-4.7%) 1.99M -326.0K (-14.1%) 1.05% -0.055 pp 0.00% +0.000 pp USD22.48 -24.9% 9 qtrs
19 NORTHERN TRUST CORP 93.7K -8.4K (-8.2%) 1.58M -330.0K (-17.3%) 0.84% -0.078 pp 0.00% +0.000 pp USD20.16 -16.3% 18 qtrs
20 CREATIVE PLANNING 83.8K +12.7K (+17.9%) 1.42M +83.3K (+6.3%) 0.75% +0.112 pp 0.00% +0.000 pp USD21.89 -22.9% 7 qtrs
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 61.4K -6.7K (-9.8%) 1.04M -238.2K (-18.7%) 0.55% -0.062 pp 0.00% +0.000 pp USD20.99 -19.6% 11 qtrs
22 QUBE RESEARCH & TECHNOLOGIES LTD 59.4K -47.5K (-44.4%) 1.00M -999.9K (-49.9%) 0.53% -0.428 pp 0.00% -0.001 pp USD23.02 -26.7% 4 qtrs
23 EMPOWERED FUNDS, LLC 58.7K -17.3K (-22.7%) 991.5K -432.0K (-30.3%) 0.53% -0.157 pp 0.01% -0.007 pp USD21.46 -21.3% 11 qtrs
24 GAMCO INVESTORS, INC. ET AL 58.7K +58.7K (+100.0%) 990.2K +990.2K (+100.0%) 0.52% +0.525 pp 0.01% +0.010 pp USD16.88 +0.0% 1 qtrs NEW
25 CI PRIVATE WEALTH, LLC 54.7K +54.7K (+100.0%) 924.0K +924.0K (+100.0%) 0.49% +0.489 pp 0.00% +0.001 pp USD16.88 +0.0% 1 qtrs NEW
26 AMERIPRISE FINANCIAL INC 51.6K -52.9K (-50.6%) 871.8K -1.1M (-55.5%) 0.46% -0.476 pp 0.00% 0.000 pp USD20.36 -17.1% 13 qtrs
27 BANK OF NEW YORK MELLON CORP 47.2K -11.1K (-19.0%) 796.8K -294.9K (-27.0%) 0.42% -0.101 pp 0.00% 0.000 pp USD20.11 -16.1% 17 qtrs
28 MORGAN STANLEY 43.9K +4.5K (+11.4%) 741.4K +2.6K (+0.4%) 0.39% +0.039 pp 0.00% +0.000 pp USD26.07 -35.3% 21 qtrs
29 JACOBS LEVY EQUITY MANAGEMENT, INC 43.4K +26.1K (+151.1%) 732.1K +408.6K (+126.3%) 0.39% +0.233 pp 0.00% +0.002 pp USD19.98 -15.5% 4 qtrs
30 SUMMERHAVEN INVESTMENT MANAGEMENT, LLC 41.5K +— (+0.0%) 700.3K -76.7K (-9.9%) 0.37% -0.001 pp 0.40% -0.055 pp USD18.73 -9.9% 2 qtrs
31 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 40.2K +— (+0.0%) 678.6K -74.4K (-9.9%) 0.36% -0.001 pp 0.00% 0.000 pp USD28.15 -40.0% 5 qtrs
32 BARCLAYS PLC 38.6K +21.5K (+126.4%) 651.1K +216.3K (+49.7%) 0.34% +0.192 pp 0.00% +0.000 pp USD19.90 -15.2% 14 qtrs
33 BANK OF AMERICA CORP /DE/ 37.5K +9.1K (+32.0%) 632.5K +100.8K (+19.0%) 0.34% +0.080 pp 0.00% +0.000 pp USD20.33 -17.0% 14 qtrs
34 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 36.6K +28.6K (+357.2%) 617.4K +467.5K (+312.0%) 0.33% +0.255 pp 0.00% +0.003 pp USD14.66 +15.1% 21 qtrs
35 TWO SIGMA INVESTMENTS, LP 36.0K +10.4K (+40.8%) 606.9K +128.6K (+26.9%) 0.32% +0.092 pp 0.00% +0.000 pp USD20.98 -19.5% 4 qtrs
36 D. E. SHAW & CO., INC. 35.3K -12.2K (-25.7%) 595.2K -293.5K (-33.0%) 0.32% -0.110 pp 0.00% 0.000 pp USD30.17 -44.1% 18 qtrs
37 UBS GROUP AG 32.3K +15.3K (+90.4%) 544.5K +227.2K (+71.6%) 0.29% +0.136 pp 0.00% +0.000 pp USD20.55 -17.9% 22 qtrs
38 NUVEEN, LLC 28.9K +— (+0.0%) 488.3K -53.5K (-9.9%) 0.26% -0.001 pp 0.00% +0.000 pp USD21.59 -21.8% 4 qtrs
39 INVESCO LTD. 26.8K +2.3K (+9.3%) 451.9K -6.9K (-1.5%) 0.24% +0.020 pp 0.00% +0.000 pp USD25.89 -34.8% 5 qtrs
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 25.0K -1.2K (-4.4%) 421.3K -67.9K (-13.9%) 0.22% -0.011 pp 0.00% +0.000 pp USD24.12 -30.0% 5 qtrs
41 KOVACK ADVISORS, INC. 23.2K +8.4K (+56.7%) 392.4K +114.5K (+41.2%) 0.21% +0.075 pp 0.02% -0.008 pp USD18.05 -6.5% 21 qtrs
42 CITADEL ADVISORS LLC 21.8K +5.6K (+34.7%) 368.1K +65.0K (+21.4%) 0.20% +0.050 pp 0.00% +0.000 pp USD22.43 -24.7% 18 qtrs
43 JANNEY MONTGOMERY SCOTT LLC 21.8K -1.3K (-5.6%) 368.0K -65.0K (-15.0%) 0.19% -0.012 pp 0.00% 0.000 pp USD21.57 -21.7% 14 qtrs
44 CORSAIR CAPITAL MANAGEMENT, L.P. 19.9K +2.4K (+13.7%) 336.4K +8.2K (+2.5%) 0.18% +0.021 pp 0.05% -0.002 pp USD22.46 -24.8% 13 qtrs
45 KOSS-OLINGER CONSULTING, LLC 19.9K -2.2K (-10.0%) 336.0K -124.0K (-27.0%) 0.18% -0.021 pp 0.03% -0.012 pp USD19.39 -12.9% 9 qtrs
46 ROCKEFELLER CAPITAL MANAGEMENT L.P. 16.5K +5.0K (+43.5%) 278.5K +63.1K (+29.3%) 0.15% +0.044 pp 0.00% +0.000 pp USD18.17 -7.1% 2 qtrs
47 PROFICIO CAPITAL PARTNERS LLC 16.2K +5.2K (+47.5%) 274.1K +67.8K (+32.9%) 0.15% +0.046 pp 0.02% +0.014 pp USD23.24 -27.4% 5 qtrs
48 SANDIA INVESTMENT MANAGEMENT LP 16.2K +5.2K (+47.5%) 274.1K +67.8K (+32.9%) 0.15% +0.046 pp 0.68% +0.069 pp USD23.76 -29.0% 5 qtrs
49 MAREX GROUP PLC 15.6K +— (+0.0%) 262.6K -28.8K (-9.9%) 0.14% -0.001 pp 0.00% 0.000 pp USD18.73 -9.9% 2 qtrs
50 CAMPBELL & CO INVESTMENT ADVISER LLC 15.3K +15.3K (+100.0%) 259.0K +259.0K (+100.0%) 0.14% +0.137 pp 0.01% +0.012 pp USD16.88 +0.0% 1 qtrs NEW
51 EXCHANGE TRADED CONCEPTS, LLC 14.8K -483.0 (-3.2%) 250.7K -36.5K (-12.7%) 0.13% -0.005 pp 0.00% -0.001 pp USD22.90 -26.3% 4 qtrs
52 PRUDENTIAL FINANCIAL INC 14.0K -17.6K (-55.8%) 236.3K -356.3K (-60.1%) 0.13% -0.159 pp 0.00% 0.000 pp USD18.73 -9.9% 2 qtrs
53 SEI INVESTMENTS CO 13.4K +— (+0.0%) 225.5K -24.7K (-9.9%) 0.12% 0.000 pp 0.00% +0.000 pp USD18.73 -9.9% 2 qtrs
54 WELLS FARGO & COMPANY/MN 13.0K +4.9K (+59.9%) 219.6K +67.3K (+44.2%) 0.12% +0.043 pp 0.00% +0.000 pp USD16.68 +1.2% 22 qtrs
55 METIS GLOBAL PARTNERS, LLC 12.9K +12.9K (+100.0%) 218.2K +218.2K (+100.0%) 0.12% +0.116 pp 0.01% +0.005 pp USD16.88 +0.0% 1 qtrs NEW
56 QUANTINNO CAPITAL MANAGEMENT LP 12.4K +12.4K (+100.0%) 209.9K +209.9K (+100.0%) 0.11% +0.111 pp 0.00% +0.000 pp USD16.88 +0.0% 1 qtrs NEW
57 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 11.2K +982.0 (+9.6%) 189.4K -2.4K (-1.2%) 0.10% +0.009 pp 0.00% +0.000 pp USD23.99 -29.6% 10 qtrs
58 VICTORY CAPITAL MANAGEMENT INC 10.8K +72.0 (+0.7%) 182.2K -18.6K (-9.3%) 0.10% +0.000 pp 0.00% +0.000 pp USD22.53 -25.1% 11 qtrs
59 RHUMBLINE ADVISERS 10.6K -1.6K (-13.2%) 179.6K -50.0K (-21.8%) 0.10% -0.015 pp 0.00% +0.000 pp USD20.61 -18.1% 11 qtrs
60 ALLIANCEBERNSTEIN L.P. 10.2K +— (+0.0%) 172.7K -18.9K (-9.9%) 0.09% 0.000 pp 0.00% +0.000 pp USD24.82 -32.0% 6 qtrs
61 LYNCH ASSET MANAGEMENT, INC. 7.6K +— (+0.0%) 128.3K -14.1K (-9.9%) 0.07% 0.000 pp 0.04% -0.005 pp USD20.78 -18.8% 5 qtrs
62 KESTRA ADVISORY SERVICES, LLC 5.1K +5.1K (+100.0%) 86.1K +86.1K (+100.0%) 0.05% +0.046 pp 0.00% +0.000 pp USD16.88 +0.0% 1 qtrs NEW
63 DEUTSCHE BANK AG\ 4.7K +4.7K (+100.0%) 79.9K +79.9K (+100.0%) 0.04% +0.042 pp 0.00% +0.000 pp USD16.88 +0.0% 13 qtrs
64 SIMPLEX TRADING, LLC 4.5K +838.0 (+23.1%) 75.4K +8.4K (+12.5%) 0.04% +0.007 pp 0.00% +0.000 pp USD18.38 -8.2% 2 qtrs
65 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 4.3K +132.0 (+3.2%) 72.2K -5.4K (-7.0%) 0.04% +0.001 pp 0.00% +0.000 pp USD20.35 -17.1% 7 qtrs
66 METLIFE INVESTMENT MANAGEMENT, LLC 4.3K +— (+0.0%) 72.1K -7.9K (-9.9%) 0.04% 0.000 pp 0.00% +0.000 pp USD19.78 -14.7% 11 qtrs
67 STATE OF WYOMING 4.1K +1.2K (+42.8%) 69.9K +15.6K (+28.7%) 0.04% +0.011 pp 0.01% +0.002 pp USD23.32 -27.6% 11 qtrs
68 QUEST PARTNERS LLC 3.6K +2.4K (+183.5%) 61.5K +37.5K (+155.5%) 0.03% +0.021 pp 0.00% +0.002 pp USD19.63 -14.0% 4 qtrs
69 JPMORGAN CHASE & CO 3.6K -13.7K (-79.2%) 60.8K -263.9K (-81.3%) 0.03% -0.123 pp 0.00% +0.000 pp USD27.38 -38.3% 20 qtrs
70 BNP PARIBAS ARBITRAGE, SNC 3.3K +71.0 (+2.2%) 55.1K -4.7K (-7.9%) 0.03% +0.001 pp 0.00% +0.000 pp USD23.33 -27.6% 5 qtrs
71 FMR LLC 3.0K +1.8K (+146.8%) 50.8K +27.9K (+122.4%) 0.03% +0.016 pp 0.00% +0.000 pp USD18.75 -10.0% 14 qtrs
72 NEW YORK STATE COMMON RETIREMENT FUND 2.5K -5.8K (-70.2%) 41.6K -113.2K (-73.1%) 0.02% -0.052 pp 0.00% 0.000 pp USD19.11 -11.7% 11 qtrs
73 GROUP ONE TRADING, L.P. 2.3K +2.3K (+100.0%) 39.4K +39.4K (+100.0%) 0.02% +0.021 pp 0.00% +0.000 pp USD16.88 +0.0% 1 qtrs NEW
74 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 2.1K +— (+0.0%) 35.9K -3.9K (-9.9%) 0.02% 0.000 pp 0.00% +0.000 pp USD25.49 -33.8% 5 qtrs
75 STATE OF ALASKA, DEPARTMENT OF REVENUE 1.9K +1.9K (+100.0%) 32.0K +32.0K (+100.0%) 0.02% +0.017 pp 0.00% +0.000 pp USD16.88 +0.0% 1 qtrs NEW
76 ACADIAN ASSET MANAGEMENT LLC 1.5K -60.4K (-97.5%) 25.0K -1.1M (-97.8%) 0.01% -0.542 pp 0.00% -0.002 pp USD24.22 -30.3% 4 qtrs
77 HANTZ FINANCIAL SERVICES, INC. 1.3K +20.0 (+1.5%) 22.0K -3.0K (-12.0%) 0.01% +0.000 pp 0.00% 0.000 pp USD18.70 -9.7% 2 qtrs
78 TOWER RESEARCH CAPITAL LLC (TRC) 1.2K +529.0 (+78.8%) 20.3K +7.7K (+61.2%) 0.01% +0.005 pp 0.00% +0.000 pp USD19.51 -13.5% 18 qtrs
79 EMC CAPITAL MANAGEMENT 1.2K -205.0 (-15.0%) 20.0K -6.0K (-23.1%) 0.01% -0.002 pp 0.01% -0.003 pp USD20.78 -18.8% 3 qtrs
80 LEGAL & GENERAL GROUP PLC 806.00 +— (+0.0%) 13.6K -1.5K (-9.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD23.12 -27.0% 11 qtrs
81 MOUNTAIN HILL INVESTMENT PARTNERS CORP. 800.00 +— (+0.0%) 13.5K -1.5K (-9.9%) 0.01% +0.000 pp 0.01% -0.004 pp USD28.15 -40.0% 5 qtrs
82 RUSSELL INVESTMENTS GROUP, LTD. 777.00 -63.0 (-7.5%) 13.1K -2.6K (-16.6%) 0.01% -0.001 pp 0.00% +0.000 pp USD18.81 -10.3% 3 qtrs
83 CWM, LLC 699.00 -1.5K (-68.6%) 12.0K -30.0K (-71.4%) 0.01% -0.014 pp 0.00% 0.000 pp USD23.91 -29.4% 8 qtrs
84 AMERITAS INVESTMENT PARTNERS, INC. 597.00 +— (+0.0%) 10.1K -1.1K (-9.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD19.97 -15.5% 11 qtrs
85 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 553.00 -27.0 (-4.7%) 9.3K -1.5K (-14.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD19.96 -15.4% 11 qtrs
86 STERLING CAPITAL MANAGEMENT LLC 520.00 -95.0 (-15.4%) 8.8K -2.7K (-23.8%) 0.00% -0.001 pp 0.00% +0.000 pp USD21.11 -20.0% 6 qtrs
87 NEWEDGE ADVISORS, LLC 449.00 +17.0 (+3.9%) 7.6K -511.0 (-6.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD24.24 -30.4% 4 qtrs
88 COVESTOR LTD 446.00 -1.0 (-0.2%) 7.0K -1.0K (-12.5%) 0.00% +0.000 pp 0.00% -0.001 pp USD20.97 -19.5% 4 qtrs
89 COMERICA BANK 387.00 +303.0 (+360.7%) 6.5K +5.0K (+315.3%) 0.00% +0.003 pp 0.00% +0.000 pp USD17.25 -2.1% 10 qtrs
90 ADVISOR GROUP HOLDINGS, INC. 321.00 -150.0 (-31.8%) 5.4K -3.5K (-39.4%) 0.00% -0.001 pp 0.00% +0.000 pp USD30.16 -44.0% 9 qtrs
91 CITIGROUP INC 305.00 +98.0 (+47.3%) 5.1K +1.3K (+32.8%) 0.00% +0.001 pp 0.00% +0.000 pp USD23.65 -28.6% 14 qtrs
92 ROYAL BANK OF CANADA 321.00 -6.1K (-95.0%) 5.0K -117.0K (-95.9%) 0.00% -0.055 pp 0.00% +0.000 pp USD22.03 -23.4% 14 qtrs
93 AMALGAMATED BANK 283.00 +39.0 (+16.0%) 5.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD19.54 -13.6% 11 qtrs
94 OPTIVER HOLDING B.V. 164.00 +— (+0.0%) 2.8K -304.0 (-9.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.73 -9.9% 2 qtrs
95 UBS ASSET MANAGEMENT AMERICAS INC 153.00 -2.3K (-93.8%) 2.6K -43.4K (-94.4%) 0.00% -0.021 pp 0.00% +0.000 pp USD18.73 -9.9% 2 qtrs
96 TRUST CO OF TOLEDO NA /OH/ 40.00 +— (+0.0%) 675.00 -74.0 (-9.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD20.78 -18.8% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 58 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Vanguard U.S. Value Factor ETF VFVA 0.09% 711.2K 0.13%
2 Vanguard Global Value Equity Active ETF VVLU.AX 0.08% 675.2K 0.28%
3 Vanguard Global Value Factor ETF VVL.TO 0.08% 425.6K 0.38%
4 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.07% 1.15M 0.47%
5 iShares Micro-Cap ETF IWC 0.05% 702.9K 0.60%
6 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.03% 347.3K 0.20%
7 Franklin U.S. Small Cap Multifactor Index ETF FLQS 0.03% 13.4K 0.35%
8 Dimensional - US Small Cap Value ETF DFSV 0.02% 1.35M 0.30%
9 iShares Russell 2000 Value ETF IWN 0.01% 2.01M 0.24%
10 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.01% 364.0K 0.34%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.89
Neutral
Ratio by volume
1.75
Bullish
Buys
8
Sells
9
Shares acquired
439.6K
Shares disposed
250.7K
Cash buys
Cash sales
Net activity
+188,904
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
2026-01-01 Kimble John Louis Officer M-Exempt A Common Stock 10,805 16.88 182.4K 171,277 D
2026-01-01 BERMAN STEPHEN G Director / Officer F-InKind D Common Stock 35,054 16.88 591.7K 340,050 D
2025-10-25 Kimble John Louis Officer M-Exempt A Common Stock 20,994 19.34 406.0K 136,167 D
2025-10-25 BERMAN STEPHEN G Director / Officer M-Exempt A Common Stock 91,874 19.34 1.78M 282,413 D
2025-09-09 SHOGHI ALEXANDER Director A-Award A Restricted Stock Unit ("RSU") 4,827 0.00 4,827 D
2025-09-09 Moelis Jordan Scott Director A-Award A Restricted Stock Unit ("RSU") 4,827 0.00 4,827 D
2025-09-09 Mahabir-Somai Neilwantie Mrs. Director A-Award A Restricted Stock Unit ("RSU") 4,827 0.00 4,827 D
2025-09-09 MacPherson Lori Director A-Award A Restricted Stock Unit ("RSU") 4,827 0.00 4,827 D
2025-09-09 Liebman Jonathan Roy Director A-Award A Restricted Stock Unit ("RSU") 4,827 0.00 4,827 D
2025-06-20 Moelis Jordan Scott Director 0 0.00 0
2025-06-20 Liebman Jonathan Roy Director 0 0.00 0
2025-05-14 BERMAN STEPHEN G Director / Officer S-Sale D Common Stock 35,000 22.20 777.0K 190,539 D
2025-05-13 BERMAN STEPHEN G Director / Officer S-Sale D Common Stock 40,000 22.87 914.8K 227,042 D
2025-05-12 BERMAN STEPHEN G Director / Officer S-Sale D Common Stock 40,000 22.02 880.8K 267,042 D
2025-03-24 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 159 26.00 4.1K 1,885,831 D
2025-02-18 Kimble John Louis Officer A-Award A Restricted Stock Unit ("RSU") 29,166 0.00 29,166 D
2025-02-18 BERMAN STEPHEN G Director / Officer A-Award A Restricted Stock Unit ("RSU") 83,334 0.00 83,334 D
2025-01-01 Kimble John Louis Officer A-Award A Restricted Stock Unit ("RSU") 32,415 0.00 32,415 D
2025-01-01 BERMAN STEPHEN G Director / Officer F-InKind D Common Stock 17,570 28.15 494.6K 307,042 D
2024-12-06 Mahabir-Somai Neilwantie Mrs. Director 0 0.00 0
2024-11-21 Kimble John Louis Officer S-Sale D Common Stock 48,253 27.62 1.33M 95,544 D
2024-06-21 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 6,000 17.64 105.8K 1,885,672
2024-03-05 Kimble John Louis Officer F-InKind D Common Stock 3,907 25.63 100.1K 143,797
2024-01-01 Kimble John Louis Officer M-Exempt D Restricted Stock Unit ("RSU") 17,743 0.00 17,743
2024-01-01 BERMAN STEPHEN G Director / Officer M-Exempt D Restricted Stock Unit ("RSU") 13,204 0.00 0
2023-11-20 Kimble John Louis Officer M-Exempt A Common Stock 30,060 28.18 847.1K 124,087
2023-11-17 MCGRATH JOHN JOSEPH Officer A-Award A Restricted Stock Unit ("RSU") 4,734 0.00 4,734
2023-01-01 MCGRATH JOHN JOSEPH Officer F-InKind D Common Stock 9,845 17.49 172.2K 75,025
2023-01-01 Kimble John Louis Officer M-Exempt A Common Stock 17,742 17.49 310.3K 87,409
2023-01-01 BERMAN STEPHEN G Officer M-Exempt D Restricted Stock Unit ("RSU") 13,204 17.49 230.9K 13,204
2022-12-31 Rosen Lawrence I 0
2022-11-20 Kimble John Louis Officer F-InKind D Common Stock 7,404 18.54 137.3K 69,667
2022-10-25 Kimble John Louis Officer A-Award D Restricted Stock Unit ("RSU") 41,988 19.32 811.2K 41,988
2022-10-25 BERMAN STEPHEN G Officer A-Award D Restricted Stock Unit ("RSU") 183,748 19.32 3.55M 183,748
2022-08-01 Benefit Street Partners LLC 10% Owner S-Sale D Common Stock 85,000 22.54 1.92M 776,524
2022-07-29 Benefit Street Partners LLC 10% Owner S-Sale D Common Stock 17,516 23.45 410.8K 861,524
2022-07-28 Gahan Thomas Director S-Sale D Common Stock 85,000 22.54 1.92M 776,524
2022-07-28 Benefit Street Partners LLC 10% Owner S-Sale D Common Stock 1,900 23.64 44.9K 1,274,524
2022-06-02 Rosen Lawrence I Director P-Purchase A Common Stock 20,000 13.00 260.0K 1,893,049
2022-04-11 Rosen Lawrence I Director P-Purchase A Common Stock 40,417 13.52 546.2K 1,873,049
2022-03-31 MCGRATH JOHN JOSEPH Officer M-Exempt D Restricted Stock Units (RSU") 7,654 1.47 11.3K 0
2022-03-31 BERMAN STEPHEN G Officer D-Return D Common Stock 20,390 5.15 105.0K 56,296
2022-03-08 Rosen Lawrence I Director P-Purchase A Common Stock 5,799 15.17 87.9K 1,832,632
2022-03-02 Rosen Lawrence I Director P-Purchase A Common Stock 25,000 15.89 397.3K 1,826,833
2022-02-28 Rosen Lawrence I Director P-Purchase A Common Stock 68,958 15.43 1.06M 1,845,785
2022-02-25 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 29,221 14.95 436.8K 1,774,163
2022-02-15 Rosen Lawrence I Director P-Purchase A Common Stock 22,664 13.33 302.1K 1,747,606
2022-02-14 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 724 12.99 9.4K 1,724,942
2022-02-11 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 16,303 12.88 209.9K 1,724,218
2022-02-10 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 1,000 12.39 12.4K 1,707,915
2022-02-09 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 46,895 11.98 561.8K 1,706,915
2022-02-08 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 2,935 11.15 32.7K 1,660,020
2022-02-07 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 10,000 10.17 101.7K 1,657,085
2022-02-04 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 43,804 10.10 442.2K 1,647,085
2022-02-03 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 75,098 9.44 709.1K 1,603,281
2022-02-02 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 7,050 9.40 66.3K 1,528,183
2022-02-01 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 39,919 9.07 361.9K 1,521,133
2022-01-31 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 27,383 8.78 240.4K 1,481,214
2022-01-28 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 28,212 8.14 229.7K 1,453,831
2022-01-26 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 4,000 8.43 33.7K 1,425,619
2022-01-18 BERMAN STEPHEN G Director / Officer S-Sale D Common Stock 3,574 9.01 32.2K 63,655
2022-01-14 BERMAN STEPHEN G Director / Officer S-Sale D Common Stock 12,446 9.07 112.9K 67,229
2022-01-13 BERMAN STEPHEN G Director / Officer S-Sale D Common Stock 14,804 9.19 136.0K 79,675
2022-01-12 BERMAN STEPHEN G Director / Officer S-Sale D Common Stock 7,075 9.29 65.7K 94,479
2022-01-11 BERMAN STEPHEN G Director / Officer S-Sale D Common Stock 7,550 9.45 71.3K 101,554
2022-01-10 BERMAN STEPHEN G Director / Officer S-Sale D Common Stock 8,308 9.20 76.4K 109,104
2022-01-07 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 20,000 9.78 195.5K 1,421,619
2022-01-07 BERMAN STEPHEN G Director / Officer S-Sale D Common Stock 9,100 9.58 87.2K 117,412
2022-01-06 BERMAN STEPHEN G Director / Officer S-Sale D Common Stock 15,602 9.68 151.0K 126,512
2022-01-05 BERMAN STEPHEN G Director / Officer S-Sale D Common Stock 9,704 10.29 99.9K 142,114
2022-01-04 BERMAN STEPHEN G Director / Officer S-Sale D Common Stock 11,469 10.45 119.9K 151,818
2022-01-03 BERMAN STEPHEN G Director / Officer S-Sale D Common Stock 10,368 10.25 106.3K 163,287
2022-01-01 MCGRATH JOHN JOSEPH Officer M-Exempt D RSU 22,578 0.00 22,603
2022-01-01 Kimble John Louis Officer A-Award A Restricted Stock Unit ("RSU") 53,228 0.00 53,228
2022-01-01 BERMAN STEPHEN G Director / Officer M-Exempt A Common Stock 73,262 10.16 744.3K 208,489
2021-12-30 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 16,000 10.48 167.7K 1,401,619
2021-12-27 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 38 11.00 418.00 1,385,619
2021-12-23 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 17,951 10.58 189.9K 1,385,581
2021-12-22 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 19,127 10.28 196.7K 1,367,630
2021-12-21 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 35,856 10.41 373.2K 1,348,503
2021-12-15 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 10,000 9.65 96.5K 1,312,647
2021-12-15 Benefit Street Partners LLC 10% Owner P-Purchase A Series A Senior Preferred Stock 40,965 88.48 3.62M 145,788
2021-12-14 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 5,375 9.50 51.0K 1,302,647
2021-12-13 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 40,857 9.56 390.4K 1,297,272
2021-12-10 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 46,306 9.48 439.0K 1,256,415
2021-12-09 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 7,819 9.66 75.5K 1,210,109
2021-12-08 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 10,000 10.16 101.6K 1,202,290
2021-12-07 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 30,000 9.92 297.5K 1,192,290
2021-11-26 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 10,000 10.77 107.7K 1,162,290
2021-11-22 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 10,000 10.72 107.2K 1,152,290
2021-11-20 Kimble John Louis Officer M-Exempt A Common Stock 3,922 10.93 42.9K 37,606
2021-11-19 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 15,000 10.92 163.8K 1,142,290
2021-11-18 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 2,851 11.04 31.5K 1,127,290
2021-11-16 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 12,500 11.91 148.8K 1,124,439
2021-11-15 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 11,000 12.94 142.4K 1,111,939
2021-11-12 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 3,400 13.49 45.9K 1,100,939
2021-11-11 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 10,903 13.04 142.1K 1,097,539
2021-11-04 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 9,799 12.38 121.3K 1,086,636
2021-10-29 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 17,089 10.88 186.0K 1,076,837
2021-10-28 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 16,094 11.04 177.7K 1,059,748
2021-10-27 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 17,391 11.96 208.0K 1,043,654
2021-10-25 Rosen Lawrence I 10% Owner P-Purchase A Common Stock 20,344 12.62 256.7K 1,026,263
2021-10-21 Rosen Lawrence I 10% Owner D Common Stock, $0.001 par value per share 0 0.00 1,005,919
2021-10-08 Rosen Lawrence I Director S-Sale D Common Stock 5,000 12.06 60.3K 1,005,919
2021-09-27 MacPherson Lori Director 0 0.00 0
2021-09-24 MCGRATH JOHN JOSEPH Officer M-Exempt D Common Stock 100,358 12.30 1.23M 39,061
2021-09-24 BERMAN STEPHEN G Director / Officer J-Other A Restricted Stock Units ("RSU") 330,406 0.00 330,406
2021-08-06 Rosen Lawrence I Director P-Purchase A Common Stock 5,130 14.43 74.0K 1,010,919
2021-08-05 Rosen Lawrence I Director P-Purchase A Common Stock 1,116 14.97 16.7K 1,005,789
2021-07-23 Benefit Street Partners LLC 10% Owner P-Purchase A Common Stock 300,000 10.53 3.16M 1,356,639
2021-07-22 Benefit Street Partners LLC 10% Owner P-Purchase A Common Stock 283,500 10.10 2.86M 1,056,639
2021-07-21 Benefit Street Partners LLC 10% Owner I Common Stock 0 0.00 773,139
2021-07-15 Rosen Lawrence I Director P-Purchase A Common Stock 5,800 10.94 63.5K 1,004,673
2021-07-12 Rosen Lawrence I Director P-Purchase A Common Stock 8,700 11.22 97.6K 998,873
2021-07-09 Rosen Lawrence I Director P-Purchase A Common Stock 10,800 11.36 122.7K 990,173
2021-07-08 Rosen Lawrence I Director P-Purchase A Common Stock 10,058 11.51 115.8K 979,373
2021-07-07 Rosen Lawrence I Director P-Purchase A Common Stock 20,000 12.91 258.2K 969,315
2021-07-06 Rosen Lawrence I Director P-Purchase A Common Stock 47,599 13.45 640.2K 949,315
2021-06-28 Rosen Lawrence I Director P-Purchase A Common Stock 12,000 11.23 134.8K 901,716
2021-06-24 Rosen Lawrence I Director P-Purchase A Common Stock 4,010 11.34 45.5K 889,716
2021-06-18 Rosen Lawrence I Director P-Purchase A Common Stock 35,000 10.83 379.1K 885,706
2021-06-17 Rosen Lawrence I Director P-Purchase A Common Stock 34,700 11.12 385.9K 850,706
2021-06-16 Rosen Lawrence I Director P-Purchase A Common Stock 10,700 12.68 135.7K 816,006
2021-06-15 Rosen Lawrence I Director P-Purchase A Common Stock 10,000 12.74 127.4K 805,306
2021-06-14 Rosen Lawrence I Director P-Purchase A Common Stock 2,500 12.61 31.5K 795,306
2021-06-11 Rosen Lawrence I Director P-Purchase A Common Stock 36,312 12.54 455.4K 792,806
2021-06-09 Rosen Lawrence I Director P-Purchase A Common Stock 5,800 10.45 60.6K 756,494
2021-04-08 Rosen Lawrence I Director P-Purchase A Common Stock 12,150 7.09 86.1K 750,694
2021-03-25 Rosen Lawrence I Director P-Purchase A Common Stock 16,200 7.67 124.3K 738,544
2021-03-24 Rosen Lawrence I Director P-Purchase A Common Stock 13,843 7.97 110.3K 722,344
2021-03-19 Rosen Lawrence I Director P-Purchase A Common Stock 76,755 8.28 635.5K 708,501
2021-03-17 Rosen Lawrence I Director P-Purchase A Common Stock 16,227 8.58 139.2K 631,746
2021-03-12 Rosen Lawrence I Director P-Purchase A Common Stock 44,118 8.90 392.7K 615,519
2021-03-10 Rosen Lawrence I Director P-Purchase A Common Stock 15,300 8.19 125.3K 571,401
2021-03-08 Rosen Lawrence I Director P-Purchase A Common Stock 35,000 7.63 267.1K 556,101
2021-02-26 Rosen Lawrence I Director D Common Stock, $0.001 par value per share 0 0.00 521,101
2021-01-05 MCGRATH JOHN JOSEPH Officer F-InKind D Common Stock 7,250 4.98 36.1K 160,164
2021-01-05 BERMAN STEPHEN G Director / Officer / 10% Owner F-InKind D Common Stock 24,451 4.98 121.8K 538,241
2021-01-01 MCGRATH JOHN JOSEPH Officer D-Return D Common Stock 20,745 4.98 103.3K 139,419
2021-01-01 BERMAN STEPHEN G Director / Officer D-Return D Common Stock 72,608 4.98 361.6K 465,633
2020-11-20 Kimble John Louis Officer A-Award A Restricted Stock Unit ("RSU") 100,200 0.00 100,200
2020-01-02 MCGRATH JOHN JOSEPH Officer F-InKind D Common Stock 26,430 1.03 27.2K 1,389,392
2020-01-02 BERMAN STEPHEN G Director / Officer / 10% Owner F-InKind D Common Stock 125,042 1.03 128.8K 4,772,693
2020-01-01 MCGRATH JOHN JOSEPH Officer A-Award A Common Stock 176,052 1.03 181.3K 1,415,822
2020-01-01 BERMAN STEPHEN G Director / Officer A-Award A RSU 0 0.00 26,408
2019-12-31 MCGRATH JOHN JOSEPH Officer D-Return D Common Stock 58,253 1.03 60.0K 1,239,770
2019-12-31 BERMAN STEPHEN G Director / Officer / 10% Owner D-Return D Common Stock 203,883 1.03 210.0K 4,369,579
2019-11-20 Kimble John Louis Officer A-Award A Restricted Stock Unit (RSU) 297,619 0.00 297,619
2019-09-27 Levine Carole Director 0 0.00 0
2019-08-09 Winkler Matthew T. Director 0 0.00 0
2019-08-09 SKALA MURRAY L D-Return D Common Stock 13,676 1.83 25.0K 252,279
2019-08-09 SITRICK MICHAEL S D-Return D Common Stock 13,676 1.83 25.0K 228,951
2019-08-09 POULSEN REX H Director D-Return D Common Stock 13,676 1.83 25.0K 216,324
2019-08-09 GROSS MICHAEL JONATHAN D-Return D Common Stock 13,676 1.83 25.0K 159,101
2019-08-09 Benefit Street Partners LLC 10% Owner I 2023 Convertible Senior Notes 560,753 5.65 3.17M 0
2019-08-09 Axelrod Andrew Director I Common Stock, par value $0.001 per share 0 0.00 1,141,235
2019-07-03 MCGRATH JOHN JOSEPH Officer A-Award A Common Stock 680,272 1.47 1,000.0K 1,298,023
2019-07-03 BERMAN STEPHEN G Director / Officer / 10% Owner A-Award A Common Stock 2,380,952 1.47 3.50M 4,573,462
2019-04-01 Novak Brent T Officer M-Exempt D Restricted Stock Unit ("RSU") 71,429 0.00 285,714
2019-02-25 BERMAN STEPHEN G Director / Officer F-InKind D Common Stock 6,379 2.05 13.1K 2,192,510
2019-01-07 MCGRATH JOHN JOSEPH Officer F-InKind D Common Stock 25,334 1.47 37.2K 617,751
2019-01-07 BERMAN STEPHEN G Director / Officer F-InKind D Common Stock 112,197 1.47 164.9K 2,198,889
2019-01-01 Zhao Xiaoqiang Director A-Award A Common Stock 54,705 1.83 100.1K 96,285
2019-01-01 SKALA MURRAY L Director A-Award A Common Stock 54,705 1.83 100.1K 211,250
2019-01-01 SITRICK MICHAEL S Director A-Award A Common Stock 54,705 1.83 100.1K 187,922
2019-01-01 SHOGHI ALEXANDER Director A-Award A Common Stock 54,705 1.83 100.1K 125,633
2019-01-01 POULSEN REX H Director A-Award A Common Stock 54,705 1.83 100.1K 175,295
2019-01-01 GROSS MICHAEL JONATHAN Director A-Award A Common Stock 54,705 1.83 100.1K 118,072
2019-01-01 BERMAN STEPHEN G Director / Officer A-Award A RSU 0 0.00 166,669
2018-04-01 Novak Brent T Officer 0 0.00 0
2018-02-23 BERMAN STEPHEN G Director / Officer F-InKind D Common Stock 6,222 2.15 13.4K 2,311,086
2018-01-01 Zhao Xiaoqiang Director A-Award A Common Stock 41,580 2.41 100.0K 41,580
2018-01-01 SKALA MURRAY L Director A-Award A Common Stock 41,580 2.41 100.0K 156,545
2018-01-01 SITRICK MICHAEL S Director A-Award A Common Stock 41,580 2.41 100.0K 133,217
2018-01-01 SHOGHI ALEXANDER Director A-Award A Common Stock 41,580 2.41 100.0K 70,928
2018-01-01 POULSEN REX H Director A-Award A Common Stock 41,580 2.41 100.0K 120,590
2018-01-01 MCGRATH JOHN JOSEPH Officer A-Award A Common Stock 425,532 2.35 1.00M 643,085
2018-01-01 GROSS MICHAEL JONATHAN Director A-Award A Common Stock 41,580 2.41 100.0K 63,367
2018-01-01 BERMAN STEPHEN G Director / Officer A-Award A Common Stock 1,489,362 2.35 3.50M 2,317,308
2017-11-07 Oasis Management Co Ltd. 10% Owner S-Sale D Convertible Senior Notes (the "Existing Notes") 0 8.74 0
2017-08-07 SITRICK MICHAEL S Director P-Purchase A Common Stock 10,000 3.50 35.0K 91,637
2017-08-07 BERMAN STEPHEN G Director / Officer P-Purchase A Common Stock 10,000 3.40 34.0K 864,070
2017-04-27 Zhao Xiaoqiang Director D Common Stock, $.001 Par Value 0 0.00 0
2017-04-27 Meisheng Cultural & Creative Corp., Ltd. 10% Owner I Common Stock, $.001 Par Value 0 0.00 5,239,538
2017-02-20 SHOGHI ALEXANDER Director A-Award A Common Stock 16,806 5.14 86.4K 29,348
2017-01-27 Pine River Capital Management L.P. 10% Owner J-Other D 4.25% Convertible Senior Notes due 2018 0 0.00 0
2017-01-26 Oasis Management Co Ltd. 10% Owner P-Purchase A Convertible Senior Notes 0 8.74 0
2017-01-25 Oasis Management Co Ltd. 10% Owner P-Purchase A Common Stock, par value $0.001 ("Common Stock") 43,143 5.27 227.4K 1,438,977
2017-01-12 Oasis Management Co Ltd. 10% Owner P-Purchase A Convertible Senior Notes 0 8.74 0
2017-01-10 Oasis Management Co Ltd. 10% Owner P-Purchase A Convertible Senior Notes 0 8.74 0
2017-01-01 SKALA MURRAY L Director A-Award A Common Stock 19,324 5.17 99.9K 114,965
2017-01-01 SITRICK MICHAEL S Director A-Award A Common Stock 19,324 5.17 99.9K 81,637
2017-01-01 POULSEN REX H Director A-Award A Common Stock 19,324 5.17 99.9K 79,010
2017-01-01 MCGRATH JOHN JOSEPH Officer A-Award A Common Stock 194,175 5.15 1.00M 217,553
2017-01-01 GROSS MICHAEL JONATHAN Director A-Award A Common Stock 19,324 5.17 99.9K 21,787
2017-01-01 BERMAN STEPHEN G Director / Officer F-InKind D Common Stock 1,127 5.15 5.8K 174,458
2016-12-30 Oasis Management Co Ltd. 10% Owner P-Purchase A Common Stock, par value $0.001 ("Common Stock") 12,837 5.10 65.5K 1,395,834
2016-12-30 MCGRATH JOHN JOSEPH Officer D-Return D Common Stock 143,480 5.15 738.9K 23,378
2016-12-30 BERMAN STEPHEN G Director / Officer D-Return D Common Stock 439,698 5.15 2.26M 175,585
2016-12-29 Oasis Management Co Ltd. 10% Owner P-Purchase A Common Stock 2,947 5.10 15.0K 1,344,392

Executive team

Top executives
EBIT / Employee
22.4K
Shares Outstanding
11.44M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Stephen G. Berman Chief Executive Officer, President and Secretary 1.85M 2.85M 5.23M 29.3K 9.96M 52.55%
2 2025 John L. Kimble Executive Vice President and Chief Financial Officer 608.3K 870.8K 1.52M 67.5K 3.05M 49.81%
3 2024 Stephen G. Berman Chief Executive Officer, President and Secretary 1.83M 2.94M 3.50M 30.8K 8.30M 42.17%
4 2024 John L. Kimble Executive Vice President and Chief Financial Officer 584.9K 757.0K 877.4K 178.8K 2.40M 36.59%
5 2023 Stephen G. Berman Chief Executive Officer, President and Secretary 1.80M 5.17M 3.50M 50.4K 10.52M 33.26%
6 2023 John L. Kimble Executive Vice President and Chief Financial Officer 562.4K 1.00M 843.6K 52.6K 2.46M 34.29%
7 2023 John J. McGrath Chief Operating Officer 520.0K 634.6K 520.0K 118.9K 1.79M 28.99%
8 2022 Stephen G. Berman Chief Executive Officer, President and Secretary 1.74M 5.55M 5.73M 71.5K 13.09M 43.76%
9 2022 John L. Kimble Executive Vice President and Chief Financial Officer 540.8K 753.8K 1.35M 42.0K 2.69M 50.29%
10 2022 John J. McGrath Chief Operating Officer 520.0K 733.0K 520.0K 43.4K 1.82M 28.63%
11 2021 Stephen G. Berman Chief Executive Officer, President and Secretary 1.72M 4.22M 425.4K 62.4K 6.43M 6.61%
12 2021 John J. McGrath Chief Operating Officer 750.0K 780.5K 141.8K 42.7K 1.71M 8.27%
13 2021 John L. Kimble Executive Vice President and Chief Financial Officer 516.7K 785.3K 40.3K 1.34M 0.00%
14 2020 Stephen G. Berman Chief Executive Officer, President and Secretary 1.62M 1.32M 544.0K 24.2K 3.51M 15.52%
15 2020 John L. Kimble Executive Vice President and Chief Financial Officer 468.8K 280.0K 500.0K 20.8K 1.27M 39.38%
16 2020 John J. McGrath Chief Operating Officer 689.1K 260.8K 181.3K 22.2K 1.15M 15.72%
17 2019 Stephen G. Berman Chief Executive Officer, President and Secretary 1.57M 762.5K 1.53M 52.1K 3.92M 39.10%
18 2019 John J. McGrath Chief Operating Officer 710.7K 200.0K 437.5K 36.9K 1.39M 31.59%
19 2019 Brent T. Novak Former Executive Vice President and Chief Financial Officer 507.9K 250.0K 450.0K 29.9K 1.24M 36.35%
20 2019 John L. Kimble Executive Vice President and Chief Financial Officer 57.0K 396.9K 2.6K 456.5K 86.94%
21 2019 Joel M. Bennett Former Executive Vice President and Chief Financial Officer 126.3K 126.3K 0.00%
22 2018 Stephen G. Berman Chief Executive Officer, President and Secretary 1.50M 1.93M 39.0K 3.46M 55.57%
23 2018 John J. McGrath Chief Operating Officer 705.0K 550.0K 28.2K 1.28M 42.86%
24 2018 Brent T. Novak Executive Vice President and Chief Financial Officer 378.8K 525.0K 9.0K 912.8K 57.52%
25 2018 Brent T. Novak Former Executive Vice President and Chief Financial Officer 378.8K 525.0K 9.0K 912.8K 57.52%
26 2018 Joel M. Bennett Former Executive Vice President and Chief Financial Officer 682.1K 28.3K 710.3K 0.00%
27 2017 Stephen G. Berman Chief Executive Officer, President and Secretary 1.48M 750.0K 1.93M 30.0K 4.18M 46.05%
28 2017 John J. McGrath Chief Operating Officer 690.0K 138.0K 550.0K 26.4K 1.40M 39.16%
29 2017 Joel M. Bennett Former Executive Vice President and Chief Financial Officer 505.0K 161.7K 24.0K 690.7K 23.41%
30 2016 Stephen G. Berman Chief Executive Officer, President and Secretary 1.37M 652.5K 30.0K 2.06M 0.00%
31 2016 John J. McGrath Chief Operating Officer 675.0K 26.4K 701.4K 0.00%
32 2016 Joel M. Bennett Executive Vice President and Chief Financial Officer 490.0K 24.0K 514.0K 0.00%
33 2016 Joel M. Bennett Former Executive Vice President and Chief Financial Officer 490.0K 24.0K 514.0K 0.00%
34 2015 Stephen G. Berman Chief Executive Officer, President and Secretary 1.24M 1.24M 262.5K 30.0K 2.77M 9.46%
35 2015 Stephen G. Berman Chairman,Chief Executive Officer, President and Secretary 1.24M 1.24M 262.5K 30.0K 2.77M 9.46%
36 2015 John J. McGrath Chief Operating Officer 660.0K 566.6K 69.4K 26.4K 1.32M 5.25%
37 2015 Joel M. Bennett Executive Vice President and Chief Financial Officer 475.0K 142.5K 24.0K 641.5K 0.00%
38 2014 Stephen G. Berman Chairman,Chief Executive Officer, President and Secretary 1.22M 1.45M 30.0K 2.70M 0.00%
39 2014 Stephen G. Berman Chief Executive Officer, President and Secretary 1.22M 1.45M 30.0K 2.70M 0.00%
40 2014 Stephen G. Berman Chief Executive Officer, President and Secretary 1.22M 1.45M 30.0K 2.70M 0.00%
41 2014 John J. McGrath Chief Operating Officer 645.0K 425.0K 26.4K 1.10M 0.00%
42 2014 John J. McGrath Chief Operating Officer 645.0K 425.0K 26.4K 1.10M 0.00%
43 2014 Joel M. Bennett Executive Vice President and Chief Financial Officer 460.0K 207.0K 24.0K 691.0K 0.00%
44 2014 Joel M. Bennett Executive Vice President and Chief Financial Officer 460.0K 207.0K 24.0K 691.0K 0.00%
45 2013 Stephen G. Berman Chief Executive Officer, President and Secretary 1.19M 30.8K 1.22M 0.00%
46 2013 Stephen G. Berman Chairman,Chief Executive Officer, President and Secretary 1.19M 30.8K 1.22M 0.00%
47 2013 Joel M. Bennett Executive Vice President and Chief Financial Officer 450.0K 24.8K 747.5K 0.00%
48 2013 John J. McGrath Chief Operating Officer 630.0K 27.2K 657.2K 0.00%
49 2013 John J. McGrath Chief Operating Officer 630.0K 27.2K 657.2K 0.00%
50 2013 Joel M. Bennett Executive Vice President and Chief Financial Officer 450.0K 24.8K 474.8K 0.00%
51 2012 Stephen G. Berman Chief Executive Officer, President and Secretary 1.17M 30.5K 1.20M 0.00%
52 2012 John J. McGrath Chief Operating Officer 615.0K 26.9K 641.9K 0.00%
53 2012 Joel M. Bennett Executive Vice President and Chief Financial Officer 435.0K 24.5K 459.5K 0.00%
54 2011 Stephen G. Berman Officer, Secretary 1.14M 34.5K 1.17M 0.00%
55 2011 Stephen G. Berman Chief Executive Officer, President and Secretary 1.14M 34.5K 1.17M 0.00%
56 2011 John J. McGrath Chief Operating Officer 540.0K 29.4K 569.4K 0.00%
57 2011 John J. McGrath Chief Operating Officer 540.0K 29.4K 569.4K 0.00%
58 2011 Joel M. Bennett Executive Vice Financial Officer 420.0K 34.0K 454.0K 0.00%
59 2011 Joel M. Bennett Executive Vice President and Chief Financial Officer 420.0K 34.0K 454.0K 0.00%
60 2010 Stephen G. Berman Chief Executive Officer, President and Secretary 1.12M 1.41M 1.86M 18.0K 4.41M 42.27%
61 2010 Stephen G. Berman Chief Executive Officer, Chief Operating Officer, President and Secretary 1.12M 1.41M 1.86M 18.0K 4.00M 46.59%
62 2010 Stephen G. Berman Officer, Secretary 1.12M 1.41M 1.86M 18.0K 4.00M 46.59%
63 2010 Jack Friedman Chairman and Co-Chief Executive Officer 278.8K 1.45M 4.5K 1.74M 83.70%
64 2010 Joel M. Bennett Executive Vice President and Chief Financial Officer 420.0K 100.0K 12.0K 532.0K 0.00%
65 2010 Joel M. Bennett Executive Vice Financial Officer 420.0K 100.0K 12.0K 532.0K 0.00%
66 2009 Jack Friedman Chairman and Co-Chief Executive Officer 1.09M 30.3K 1.12M 0.00%
67 2009 Stephen G. Berman Officer, Secretary 1.09M 30.3K 1.12M 0.00%
68 2009 Jack Friedman Chairman and Co-Chief Executive Officer 1.09M 30.3K 1.12M 0.00%
69 2009 Stephen G. Berman Chief Executive Officer, Chief Operating Officer, President and Secretary 1.09M 30.3K 1.12M 0.00%
70 2009 Stephen G. Berman Co-Chief Executive Officer, Chief Operating Officer, President and Secretary 1.09M 30.3K 1.12M 0.00%
71 2009 Joel M. Bennett Executive Vice Financial Officer 420.0K 24.3K 444.3K 0.00%
72 2009 Joel M. Bennett Executive Vice President and Chief Financial Officer 420.0K 24.3K 444.3K 0.00%
73 2009 Joel M. Bennett Executive Vice President and Chief Financial Officer 420.0K 24.3K 444.3K 0.00%
74 2008 Jack Friedman Chairman and Chief Executive Officer 1.09M 250.0K 2.83M 33.5K 4.21M 67.35%
75 2008 Jack Friedman Chairman and Co-Chief Executive Officer 1.09M 250.0K 2.83M 33.5K 4.21M 67.35%
76 2008 Jack Friedman Chairman and Co-Chief Executive Officer 1.09M 250.0K 2.83M 33.5K 4.21M 67.35%
77 2008 Stephen G. Berman Chief Executive Officer, Chief Operating Officer, President and Secretary 1.09M 250.0K 2.83M 29.2K 4.20M 67.42%
78 2008 Stephen G. Berman Co-Chief Executive Officer, Chief Operating Officer, President and Secretary 1.09M 250.0K 2.83M 29.2K 4.20M 67.42%
79 2008 Stephen G. Berman Chief Operating Officer, President and Secretary 1.09M 250.0K 2.83M 29.2K 4.20M 67.42%
80 2008 Joel M. Bennett Executive Vice President and Chief Financial Officer 420.0K 125.0K 100.0K 23.5K 668.5K 14.96%
81 2008 Joel M. Bennett Executive Vice President and Chief Financial Officer 420.0K 125.0K 100.0K 23.5K 668.5K 14.96%
82 2007 Jack Friedman Chairman and Chief Executive Officer 1.07M 2.66M 3.42M 28.0K 7.18M 47.67%
83 2007 Stephen G. Berman Chief Operating Officer, President and Secretary 1.07M 2.66M 3.42M 25.5K 7.18M 47.67%
84 2007 Jack Friedman Chairman and Co-Chief Executive Officer 1.07M 2.66M 3.42M 28.0K 7.18M 47.67%
85 2007 Stephen G. Berman Co-Chief Executive Officer, Chief Operating Officer, President and Secretary 1.07M 2.66M 3.42M 25.5K 7.17M 47.69%
86 2007 Joel M. Bennett Executive Vice President and Chief Financial Officer 400.0K 300.0K 464.4K 19.5K 1.18M 39.23%
87 2006 Jack Friedman Chairman and Chief Executive Officer 1.04M 250.0K 1.88M 28.0K 3.20M 58.86%
88 2006 Stephen G. Berman Chief Operating Officer, President and Secretary 1.04M 250.0K 1.88M 25.5K 3.20M 58.90%
89 2006 Joel M. Bennett Executive Vice President and Chief Financial Officer 360.0K 300.0K 14.7K 674.7K 0.00%
90 2005 Jack Friedman Chairman and Chief Executive Officer 1.02M 3.05M 2.65M 9.8K 6.72M 39.46%
91 2005 Stephen G. Berman Chief Operating Officer, President and Secretary 1.02M 3.05M 2.65M 7.0K 6.72M 39.48%
92 2005 Joel M. Bennett Executive Vice President and Chief Financial Officer 340.0K 340.0K 7.0K 687.0K 0.00%
93 2004 Jack Friedman Chairman and Chief Executive Officer 990.0K 1.98M 1.58M 9.8K 4.56M 34.62%
94 2004 Stephen G. Berman Chief Operating Officer, President and Secretary 990.0K 1.98M 1.58M 6.5K 4.55M 34.65%
95 2004 Michael Bianco, Jr. Former Executive Vice President and Chief Merchandising Officer 1.02M 1.26M 6.5K 2.29M 55.05%
96 2004 Joel M. Bennett Executive Vice President and Chief Financial Officer 320.0K 300.0K 6.5K 626.5K 0.00%
97 2003 Jack Friedman Chairman and Chief Executive Officer 965.0K 1.33M 2.52M 9.0K 4.83M 52.32%
98 2003 Stephen G. Berman Chief Operating Officer, President and Secretary 965.0K 1.33M 2.52M 6.0K 4.82M 52.35%
99 2003 Michael Bianco, Jr. Former Executive Vice President and Chief Merchandising Officer 700.0K 1.01M 6.0K 1.72M 58.86%
100 2003 Michael Bianco, Jr. Executive Vice President and Chief Merchandising Officer 700.0K 1.01M 1.71M 59.06%
101 2003 Joel M. Bennett Executive Vice President and Chief Financial Officer 300.0K 1.26M 6.0K 1.57M 80.49%
102 2002 Jack Friedman Chairman and Chief Executive Officer 846.0K 1.43M 8.3K 2.28M 0.00%
103 2002 Stephen G. Berman Chief Operating Officer, President and Secretary 821.0K 1.43M 5.5K 2.26M 0.00%
104 2002 Michael Bianco, Jr. Former Executive Vice President and Chief Merchandising Officer 575.0K 600.0K 5.5K 1.18M 0.00%
105 2002 Michael Bianco, Jr. Executive Vice President and Chief Merchandising Officer 575.0K 600.0K 1.18M 0.00%
106 2002 Joel M. Bennett Executive Vice President and Chief Financial Officer 272.5K 495.0K 5.5K 773.0K 0.00%
107 2001 Jack Friedman Chairman and Chief Executive Officer 821.0K 1.71M 2.53M 0.00%
108 2001 Stephen G. Berman Chief Operating Officer, President and Secretary 796.0K 1.71M 2.50M 0.00%
109 2001 Michael Bianco, Jr. Executive Vice President and Chief Merchandising Officer 550.0K 450.0K 1.00M 0.00%
110 2001 Joel M. Bennett Executive Vice President and Chief Financial Officer 247.5K 160.0K 407.5K 0.00%
111 2000 Jack Friedman Chairman and Chief Executive Officer 771.0K 1.61M 2.38M 0.00%
112 2000 Stephen G. Berman Chief Operating Officer, President and Secretary 746.0K 1.61M 2.36M 0.00%
113 2000 Michael Bianco, Jr. Executive Vice President and Chief Merchandising Officer 450.0K 300.0K 750.0K 0.00%
114 2000 Joel M. Bennett Executive Vice President and Chief Financial Officer 225.0K 140.0K 365.0K 0.00%
115 1999 Jack Friedman Chairman and Chief Executive Officer 521.0K 1.75M 2.27M 0.00%
116 1999 Stephen G. Berman Chief Operating Officer, President and Secretary 496.0K 1.75M 2.25M 0.00%
117 1999 Joel M. Bennett Executive Vice President and Chief Financial Officer 155.0K 130.0K 285.0K 0.00%
118 1999 Michael Bianco, Jr. Executive Vice President and Chief Merchandising Officer 75.0K 75.0K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-22 DEF 14A
2025-05-08 DEF 14A
2024-10-25 DEF 14A
2023-11-03 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 EFFECT
2026-04-30 S-3/A
2026-04-27 SC 13G/A
2026-04-22 DEF 14A
2026-04-09 SC 13G/A
2026-03-27 8-K
2026-03-02 10-K
2026-02-20 8-K
2026-02-17 SC 13G
2026-01-02 4

Executive team

NameTitleCompensationGender
Stephen G. Berman Co-Founder, Chairman, Chief Executive Officer, President & Secretary 5M male
John L. Kimble Executive Vice President & Chief Financial Officer 2M male
John Joseph McGrath President of European Operations 1M male
Tara Hefter President & GM of Disguise female
Daniel Cooney Executive Vice President of International Sales male
Wills Managing Director of Asia male
Elsa Morgan Senior Vice President of Human Resources female
Jon Trent Executive Vice President of Sales male
ESG Rating
C+
LEISURE
2013
E (Environmental)
30.7 / 65.4
Company / Sector avg.
S (Social)
57.3 / 68.9
Company / Sector avg.
G (Governance)
46.6 / 72.3
Company / Sector avg.
ESG Total
44.9 / 68.8
Company / Sector avg.
ESG Score History LEISURE
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 yield history

Dividend history

Earnings history

Earnings reports

Stock splits