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Jefferson Capital, Inc. Common Stock (JCAP)
USD19.08
+0.32 (+1.71%)
US NASDAQ Financial Services Financial - Credit Services
Address
200 14th Ave E 56377
Sartell, MN, US
Sartell, MN, US
CEO
David Burton
Website
jcap.com
IPO
2025-06-25
CIK 2046042 ISIN US47248R1032
Description
Jefferson Capital, Inc. is a company that specializes in financial recovery and debt resolution services, operating across the United States, the United Kingdom, Canada, and Latin America. Its primary business involves acquiring large bundles of consumer debt that have previously been written off by original lenders. These portfolios of defaulted accounts are purchased at significantly reduced prices compared to their original value. The company then works directly with individuals to help them settle their obligations and progress towards financial rehabilitation. The types of consumer debt Jefferson Capital manages include, but are not limited to, credit card balances, both secured and unsecured automotive loans, and outstanding bills from telecommunications and utility providers. Additionally, the company extends its expertise to credit originators, offering loan administration and other portfolio management services specifically for their non-performing loans. Established in 2002, Jefferson Capital, Inc. is headquartered in Sartell, Minnesota.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD19.08
+0.32 (+1.71%)
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Volume Profile
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Liquidity & share structure
Average Volume
299.0K
Beta
-0.11
Float Shares
9.62M
Free Float %
17.4%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.35% | -7.59% | -18.19% | -17.49% | -18.61% | -22.07% | -6.09% | -6.09% | -6.09% | -6.09% | -6.09% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (9 ratings, all time)
Buy
Price Targets & DCF
Current price
19.08
Low
21.00
+10.1%
Consensus
26.00
+36.3%
Median
28.00
+46.7%
High
29.00
+52.0%
DCF (Unlevered)
99.14
+419.6%
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 | 3 | 0 |
| Buy | 2 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
21.00
+10.1%
|
| Last Quarter | 2 |
25.00
+31.0%
|
| Last Year | 5 |
25.80
+35.2%
|
| All Time | 5 |
25.80
+35.2%
|
Quality scores
Altman Z-Score
0.63
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Credit Services: +13.2%+41.5% ★ Q1'26: +13.9% (vs Q1'25)
-
EPS growth Financial - Credit Services: +24.0%+245.9% ★ Q1'26: -21.8% (vs Q1'25)
-
FCF margin FCF growth · Financial - Credit Services: +70.9%+31.5% Q1'26: +22.5% (vs Q1'25)
-
EBIT margin Financial - Credit Services: +28.7%+52.9% ★ Q1'26: +46.3% (vs Q1'25)
-
ROIC Financial - Credit Services: +5.0%+13.0% ★ Q1'26: +13.0% (vs Q1'25)
-
Share dilution Financial - Credit Services: +0.0%-48.5% ★ Q1'26: -4.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×5.20× Q1'26: 4.34× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 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 4 Rev. Ana. 2 EPS Ana. |
Dec 2027 4 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
12.19M
est: 9.53M (+28.0%)
|
31.21M
est: 29.14M (+7.1%)
|
45.09M
est: 36.67M (+23.0%)
|
39.67M
est.
|
45.01M
est.
|
52.75M
est.
|
323.07M
est: 58.02M (+456.8%)
|
433.30M
est: 485.04M (-10.7%)
|
613.29M
est: 610.53M (+0.5%)
|
689.75M
687.87M – 691.62M
+13.0% YoY
|
720.99M
687.55M – 754.43M
+4.5% YoY
|
| EBITDA |
16.15M
est: 7.12M (+126.6%)
|
60.01M
est: 21.79M (+175.3%)
|
59.17M
est: 27.43M (+115.7%)
|
-34.3K
est.
|
-4.58M
est.
|
-10.02M
est.
|
121.22M
est: -11.03M (+1,199.5%)
|
158.06M
est: 317.92M (-50.3%)
|
329.47M
est: 400.17M (-17.7%)
|
452.09M
450.86M – 453.32M
+13.0% YoY
|
472.57M
450.65M – 494.49M
+4.5% YoY
|
| EBIT |
15.61M
est: 1.74M (+799.7%)
|
56.52M
est: 10.37M (+445.2%)
|
52.91M
est: 13.71M (+285.9%)
|
7.52M
est.
|
8.48M
est.
|
9.72M
est.
|
115.94M
est: 10.69M (+984.7%)
|
151.20M
est: 313.96M (-51.8%)
|
324.22M
est: 395.19M (-18.0%)
|
446.47M
445.26M – 447.68M
+13.0% YoY
|
466.69M
445.05M – 488.34M
+4.5% YoY
|
| Net Income |
14.56M
est: 12.47M (+16.7%)
|
54.37M
est: 52.93M (+2.7%)
|
44.41M
est: 40.21M (+10.4%)
|
-17.26M
est.
|
-24.19M
est.
|
-33.24M
est.
|
111.52M
est: -36.56M (+405.0%)
|
105.30M
|
187.97M
est: 96.05M (+95.7%)
|
84.32M
81.72M – 86.92M
-12.2% YoY
|
86.93M
84.24M – 89.61M
+3.1% YoY
|
| SGA |
9.03M
est: 8.30M (+8.8%)
|
14.33M
est: 20.77M (-31.0%)
|
16.61M
est: 23.66M (-29.8%)
|
22.64M
est.
|
25.64M
est.
|
29.97M
est.
|
77.20M
est: 32.97M (+134.2%)
|
96.90M
est: 148.45M (-34.7%)
|
147.40M
est: 186.86M (-21.1%)
|
211.10M
210.53M – 211.68M
+13.0% YoY
|
220.66M
210.43M – 230.90M
+4.5% YoY
|
| EPS |
1.22
est: 0.67 (+82.1%)
|
3.14
est: 0.86 (+265.1%)
|
2.06
est: 0.62 (+235.0%)
|
-0.62
est.
|
-0.80
est.
|
-1.04
est.
|
1.91
est: -1.15 (+266.8%)
|
1.81
|
6.26
est: 3.20 (+95.6%)
|
2.81
2.72 – 2.90
-12.2% YoY
|
2.90
2.81 – 2.99
+3.1% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-19 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-18 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-15 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-14 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-13 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-12 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-11 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-08 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-07 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-06 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-05 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-04 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-01 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-30 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-29 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-28 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-27 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-24 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-23 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-22 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-21 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-20 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-17 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-16 | B | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
230.03M
OE per share TTM
31.10
Owner's Yield
23.77%
Maintenance CapEx ratio
0.40%
Maint CapEx / Avg PPE
0.7%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
55
Total invested
149.06M
Insider transactions (90d)
0
Beneficial owners (>5%)
9
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 46-1722812 | 1.47M | 6.30% | 1.47M | — | 1.47M | 11.00 | CO | — | 2020-04-28 | ↗ |
| 2 | 83-1893371 | 1.47M | 6.30% | 1.47M | — | 1.47M | 11.00 | CO | — | 2020-04-28 | ↗ |
| 3 | 84-2447249 | 1.47M | 6.30% | 1.47M | — | 1.47M | 11.00 | HC | — | 2020-04-28 | ↗ |
| 4 | of 13 Pages | 1.47M | 6.30% | 13.00 | — | 1.47M | — | PN | Delaware | 2020-03-23 | ↗ |
| 5 | (1) BlackRock, Inc. | 1.10M | 7.70% | 1.09M | — | 1.10M | — | HC | Delaware | 2018-02-01 | ↗ |
| 6 | HEARTLAND ADVISORS, INC. | 603.8K | 9.80% | — | 579.0K | — | — | IA | WISCONSIN USA | 2016-02-05 | ↗ |
| 7 | William J. Nasgovitz | 603.8K | 9.80% | — | 579.0K | — | — | IN | WISCONSIN USA | 2016-02-05 | ↗ |
| 8 | Kristi Jernigan | 332.5K | 5.40% | 2.3K | 330.1K | 2.3K | 10.00 | IN | United States | 2015-08-25 | ↗ |
| 9 | W1 Capital, LLC | 330.1K | 5.40% | — | 330.1K | — | 10.00 | OO | Florida | 2015-08-25 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
55
-35 vs prev Q
New positions
18
Closed positions
53
Increased
47
Reduced
6
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 | WELLINGTON MANAGEMENT GROUP LLP | 1.82M +715.3K (+64.9%) | 40.59M +21.6M (+113.5%) | 8.87% +3.490 pp | 0.01% +0.004 pp | USD19.26 +16.0% | 2 qtrs — |
| 2 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.48M +90.0K (+6.5%) | 33.15M +9.1M (+37.8%) | 7.24% +0.439 pp | 0.09% +0.030 pp | USD18.29 +22.1% | 3 qtrs — |
| 3 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.29M +68.3K (+5.6%) | 28.76M +7.7M (+36.7%) | 6.28% +0.334 pp | 0.04% +0.010 pp | USD18.29 +22.1% | 3 qtrs — |
| 4 | PRINCIPAL FINANCIAL GROUP INC | 773.3K +2.2K (+0.3%) | 17.28M +4.0M (+29.8%) | 3.77% +0.011 pp | 0.01% +0.002 pp | USD18.40 +21.4% | 3 qtrs — |
| 5 | BLACKROCK, INC. | 605.4K -65.4K (-9.7%) | 13.52M +1.9M (+16.8%) | 2.95% -0.319 pp | 0.00% +0.000 pp | USD17.26 +29.4% | 2 qtrs — |
| 6 | NANTAHALA CAPITAL MANAGEMENT, LLC | 600.0K +— (+0.0%) | 13.40M +3.0M (+29.4%) | 2.93% +0.000 pp | 0.44% +0.084 pp | USD18.45 +21.1% | 3 qtrs — |
| 7 | GOLDMAN SACHS GROUP INC | 577.9K -108.7K (-15.8%) | 12.91M +1.1M (+8.9%) | 2.82% -0.530 pp | 0.00% +0.000 pp | USD18.45 +21.1% | 3 qtrs — |
| 8 | VANGUARD GROUP INC | 572.7K -1.2K (-0.2%) | 12.79M +2.9M (+29.2%) | 2.79% -0.006 pp | 0.00% +0.000 pp | USD17.42 +28.2% | 3 qtrs — |
| 9 | STATE OF WISCONSIN INVESTMENT BOARD | 350.0K +— (+0.0%) | 7.82M +1.8M (+29.4%) | 1.71% +0.000 pp | 0.02% +0.004 pp | USD18.45 +21.1% | 3 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 260.9K -33.6K (-11.4%) | 5.83M +744.6K (+14.6%) | 1.27% -0.164 pp | 0.00% +0.000 pp | USD17.26 +29.4% | 2 qtrs — |
| 11 | CITADEL ADVISORS LLC | 259.3K -430.3K (-62.4%) | 5.79M -6.1M (-51.3%) | 1.27% -2.100 pp | 0.00% -0.001 pp | USD18.45 +21.1% | 3 qtrs — |
| 12 | DRIEHAUS CAPITAL MANAGEMENT LLC | 247.2K -128.6K (-34.2%) | 5.52M -964.4K (-14.9%) | 1.21% -0.628 pp | 0.04% -0.009 pp | USD18.45 +21.1% | 3 qtrs — |
| 13 | NORTH REEF CAPITAL MANAGEMENT LP | 239.5K -56.1K (-19.0%) | 5.35M +248.5K (+4.9%) | 1.17% -0.274 pp | 0.22% -0.023 pp | USD18.27 +22.3% | 3 qtrs — |
| 14 | CLEARBRIDGE INVESTMENTS, LLC | 236.9K -20.6K (-8.0%) | 5.29M +848.2K (+19.1%) | 1.16% -0.101 pp | 0.00% +0.001 pp | USD18.42 +21.3% | 3 qtrs — |
| 15 | MALTESE CAPITAL MANAGEMENT LLC | 231.6K -124.5K (-35.0%) | 5.17M -972.8K (-15.8%) | 1.13% -0.608 pp | 0.92% -0.013 pp | USD18.22 +22.6% | 3 qtrs — |
| 16 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 200.0K +— (+0.0%) | 4.47M +1.0M (+29.4%) | 0.98% +0.000 pp | 0.01% +0.001 pp | USD18.45 +21.1% | 3 qtrs — |
| 17 | MILLENNIUM MANAGEMENT LLC | 181.9K +152.2K (+512.4%) | 4.06M +3.6M (+692.7%) | 0.89% +0.743 pp | 0.00% +0.002 pp | USD21.70 +2.9% | 3 qtrs — |
| 18 | STATE STREET CORP | 180.0K +64.1K (+55.4%) | 4.02M +2.0M (+101.1%) | 0.88% +0.313 pp | 0.00% +0.000 pp | USD19.07 +17.1% | 2 qtrs — |
| 19 | TWO SIGMA INVESTMENTS, LP | 164.3K -9.4K (-5.4%) | 3.67M +672.4K (+22.4%) | 0.80% -0.046 pp | 0.01% +0.001 pp | USD17.35 +28.8% | 3 qtrs — |
| 20 | ALYESKA INVESTMENT GROUP, L.P. | 150.0K -100.0K (-40.0%) | 3.35M -964.0K (-22.3%) | 0.73% -0.488 pp | 0.01% -0.004 pp | USD18.45 +21.1% | 3 qtrs — |
| 21 | FRANKLIN RESOURCES INC | 145.7K -44.2K (-23.3%) | 3.25M -22.9K (-0.7%) | 0.71% -0.216 pp | 0.00% +0.000 pp | USD18.45 +21.1% | 3 qtrs — |
| 22 | MORGAN STANLEY | 133.7K +95.7K (+252.1%) | 2.99M +2.3M (+355.7%) | 0.65% +0.467 pp | 0.00% +0.000 pp | USD20.95 +6.6% | 3 qtrs — |
| 23 | EJF CAPITAL LLC | 121.0K -14.4K (-10.6%) | 2.70M +365.8K (+15.7%) | 0.59% -0.070 pp | 1.54% +0.178 pp | USD17.26 +29.4% | 2 qtrs — |
| 24 | RENAISSANCE TECHNOLOGIES LLC | 95.6K +31.6K (+49.4%) | 2.14M +1.0M (+93.3%) | 0.47% +0.154 pp | 0.00% +0.002 pp | USD18.94 +18.0% | 2 qtrs — |
| 25 | MYDA ADVISORS LLC | 90.0K -60.0K (-40.0%) | 2.01M -578.4K (-22.3%) | 0.44% -0.293 pp | 0.38% -0.176 pp | USD18.45 +21.1% | 3 qtrs — |
| 26 | JPMORGAN CHASE & CO | 88.7K +84.0K (+1,795.5%) | 1.98M +1.9M (+2,353.4%) | 0.43% +0.410 pp | 0.00% +0.000 pp | USD22.07 +1.2% | 2 qtrs — |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 77.8K -9.3K (-10.7%) | 1.74M +234.9K (+15.6%) | 0.38% -0.045 pp | 0.00% +0.000 pp | USD17.26 +29.4% | 2 qtrs — |
| 28 | JANE STREET GROUP, LLC | 77.5K +77.5K (+100.0%) | 1.73M +1.7M (+100.0%) | 0.38% +0.378 pp | 0.00% +0.000 pp | USD22.34 +0.0% | 3 qtrs — |
| 29 | NORTHERN TRUST CORP | 60.0K -25.1K (-29.5%) | 1.34M -127.8K (-8.7%) | 0.29% -0.122 pp | 0.00% +0.000 pp | USD17.26 +29.4% | 2 qtrs — |
| 30 | VOLEON CAPITAL MANAGEMENT LP | 51.2K +51.2K (+100.0%) | 1.14M +1.1M (+100.0%) | 0.25% +0.250 pp | 0.02% +0.025 pp | USD22.34 +0.0% | 1 qtrs NEW |
| 31 | UBS GROUP AG | 49.0K -51.0K (-51.0%) | 1.09M -631.0K (-36.6%) | 0.24% -0.249 pp | 0.00% 0.000 pp | USD17.29 +29.2% | 3 qtrs — |
| 32 | SCHONFELD STRATEGIC ADVISORS LLC | 44.9K -135.3K (-75.1%) | 1.00M -2.1M (-67.7%) | 0.22% -0.660 pp | 0.00% -0.013 pp | USD18.45 +21.1% | 3 qtrs — |
| 33 | TWO SIGMA ADVISERS, LP | 37.8K -23.1K (-37.9%) | 844.5K -206.7K (-19.7%) | 0.18% -0.113 pp | 0.00% -0.001 pp | USD17.26 +29.4% | 2 qtrs — |
| 34 | GHISALLO CAPITAL MANAGEMENT LLC | 35.0K +— (+0.0%) | 781.9K +177.8K (+29.4%) | 0.17% +0.000 pp | 0.03% +0.015 pp | USD18.45 +21.1% | 3 qtrs — |
| 35 | HRT FINANCIAL LP | 32.4K +32.4K (+100.0%) | 722.0K +722.0K (+100.0%) | 0.16% +0.158 pp | 0.00% +0.002 pp | USD22.34 +0.0% | 3 qtrs — |
| 36 | BANK OF AMERICA CORP /DE/ | 30.0K -10.0K (-25.0%) | 671.2K -20.3K (-2.9%) | 0.15% -0.049 pp | 0.00% +0.000 pp | USD17.94 +24.5% | 3 qtrs — |
| 37 | NORGES BANK | 30.0K +30.0K (+100.0%) | 670.2K +670.2K (+100.0%) | 0.15% +0.146 pp | 0.00% +0.000 pp | USD22.34 +0.0% | 1 qtrs NEW |
| 38 | AMERICAN CENTURY COMPANIES INC | 28.0K +28.0K (+100.0%) | 625.5K +625.5K (+100.0%) | 0.14% +0.137 pp | 0.00% +0.000 pp | USD22.34 +0.0% | 1 qtrs NEW |
| 39 | BANK OF NEW YORK MELLON CORP | 22.4K -774.0 (-3.3%) | 500.8K +100.5K (+25.1%) | 0.11% -0.004 pp | 0.00% +0.000 pp | USD17.26 +29.4% | 2 qtrs — |
| 40 | MAN GROUP PLC | 19.9K -8.0K (-28.7%) | 445.6K -37.0K (-7.7%) | 0.10% -0.039 pp | 0.00% 0.000 pp | USD17.26 +29.4% | 2 qtrs — |
| 41 | SEI INVESTMENTS CO | 19.4K -870.0 (-4.3%) | 434.4K +83.7K (+23.9%) | 0.09% -0.004 pp | 0.00% +0.000 pp | USD18.45 +21.1% | 3 qtrs — |
| 42 | BARCLAYS PLC | 18.6K -1.6K (-7.9%) | 416.1K +67.1K (+19.2%) | 0.09% -0.008 pp | 0.00% +0.000 pp | USD18.08 +23.6% | 3 qtrs — |
| 43 | WALLEYE CAPITAL LLC | 16.5K +6.5K (+64.4%) | 368.6K +195.4K (+112.8%) | 0.08% +0.032 pp | 0.00% +0.001 pp | USD19.25 +16.1% | 2 qtrs — |
| 44 | BNP PARIBAS ARBITRAGE, SNC | 16.5K +13.0K (+370.3%) | 367.8K +307.4K (+508.8%) | 0.08% +0.063 pp | 0.00% +0.000 pp | USD21.26 +5.1% | 2 qtrs — |
| 45 | TREXQUANT INVESTMENT LP | 16.0K +16.0K (+100.0%) | 357.6K +357.6K (+100.0%) | 0.08% +0.078 pp | 0.00% +0.003 pp | USD22.34 +0.0% | 1 qtrs NEW |
| 46 | HSBC HOLDINGS PLC | 15.4K +15.4K (+100.0%) | 344.4K +344.4K (+100.0%) | 0.08% +0.075 pp | 0.00% +0.000 pp | USD22.34 +0.0% | 1 qtrs NEW |
| 47 | EPIQ PARTNERS, LLC | 13.3K +— (+0.0%) | 297.9K +67.7K (+29.4%) | 0.07% +0.000 pp | 0.14% +0.030 pp | USD17.26 +29.4% | 2 qtrs — |
| 48 | BALYASNY ASSET MANAGEMENT L.P. | 12.3K +12.3K (+100.0%) | 275.6K +275.6K (+100.0%) | 0.06% +0.060 pp | 0.00% +0.000 pp | USD22.34 +0.0% | 3 qtrs — |
| 49 | NUVEEN, LLC | 11.2K -2.9K (-20.5%) | 250.5K +7.1K (+2.9%) | 0.05% -0.014 pp | 0.00% +0.000 pp | USD17.26 +29.4% | 2 qtrs — |
| 50 | LPL FINANCIAL LLC | 11.0K -13.0 (-0.1%) | 245.6K +55.6K (+29.3%) | 0.05% 0.000 pp | 0.00% +0.000 pp | USD18.45 +21.1% | 3 qtrs — |
| 51 | VERITION FUND MANAGEMENT LLC | 10.3K -726.0 (-6.6%) | 230.2K +39.8K (+20.9%) | 0.05% -0.004 pp | 0.00% +0.000 pp | USD17.26 +29.4% | 2 qtrs — |
| 52 | QUANTBOT TECHNOLOGIES LP | 9.8K +1.3K (+15.4%) | 217.9K +72.0K (+49.4%) | 0.05% +0.006 pp | 0.01% +0.003 pp | USD17.94 +24.5% | 2 qtrs — |
| 53 | PENSERRA CAPITAL MANAGEMENT LLC | 9.7K +9.7K (+100.0%) | 217.0K +217.0K (+100.0%) | 0.05% +0.048 pp | 0.00% +0.003 pp | USD22.34 +0.0% | 1 qtrs NEW |
| 54 | RHUMBLINE ADVISERS | 8.8K -1.1K (-11.2%) | 196.4K +25.5K (+14.9%) | 0.04% -0.005 pp | 0.00% +0.000 pp | USD17.26 +29.4% | 2 qtrs — |
| 55 | WELLS FARGO & COMPANY/MN | 8.8K +440.0 (+5.3%) | 196.1K +52.2K (+36.3%) | 0.04% +0.002 pp | 0.00% +0.000 pp | USD17.51 +27.6% | 2 qtrs — |
| 56 | METLIFE INVESTMENT MANAGEMENT, LLC | 7.3K +— (+0.0%) | 164.1K +37.3K (+29.4%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD17.26 +29.4% | 2 qtrs — |
| 57 | NEWEDGE ADVISORS, LLC | 7.0K +7.0K (+100.0%) | 156.3K +156.3K (+100.0%) | 0.03% +0.034 pp | 0.00% +0.001 pp | USD22.34 +0.0% | 1 qtrs NEW |
| 58 | SG AMERICAS SECURITIES, LLC | 6.1K +6.1K (+100.0%) | 137.0K +137.0K (+100.0%) | 0.03% +0.030 pp | 0.00% +0.000 pp | USD22.34 +0.0% | 1 qtrs NEW |
| 59 | DEUTSCHE BANK AG\ | 5.7K -2.5K (-30.3%) | 127.9K -14.0K (-9.8%) | 0.03% -0.012 pp | 0.00% +0.000 pp | USD17.26 +29.4% | 2 qtrs — |
| 60 | CITIGROUP INC | 5.6K +5.3K (+2,137.6%) | 125.0K +120.7K (+2,796.2%) | 0.03% +0.026 pp | 0.00% +0.000 pp | USD22.13 +0.9% | 3 qtrs — |
| 61 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 3.6K -1.8K (-32.6%) | 81.3K -11.9K (-12.7%) | 0.02% -0.009 pp | 0.00% +0.000 pp | USD17.26 +29.4% | 2 qtrs — |
| 62 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 3.4K +1.9K (+133.1%) | 75.2K +50.2K (+201.7%) | 0.02% +0.009 pp | 0.00% +0.000 pp | USD20.16 +10.8% | 2 qtrs — |
| 63 | STATE OF WYOMING | 3.2K -256.0 (-7.3%) | 72.5K +12.1K (+20.0%) | 0.02% -0.001 pp | 0.01% +0.001 pp | USD17.26 +29.4% | 2 qtrs — |
| 64 | TOWER RESEARCH CAPITAL LLC (TRC) | 2.5K +1.5K (+145.0%) | 55.4K +38.0K (+217.1%) | 0.01% +0.007 pp | 0.00% +0.001 pp | USD20.27 +10.2% | 2 qtrs — |
| 65 | STRS OHIO | 2.1K +— (+0.0%) | 46.9K +10.7K (+29.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD17.26 +29.4% | 2 qtrs — |
| 66 | ASSETMARK, INC | 2.0K -473.0 (-18.9%) | 45.3K +2.1K (+5.0%) | 0.01% -0.002 pp | 0.00% +0.000 pp | USD18.37 +21.6% | 3 qtrs — |
| 67 | NEW YORK STATE COMMON RETIREMENT FUND | 1.5K +1.5K (+100.0%) | 33.5K +33.5K (+100.0%) | 0.01% +0.007 pp | 0.00% +0.000 pp | USD22.34 +0.0% | 1 qtrs NEW |
| 68 | ROYAL BANK OF CANADA | 1.1K -199.1K (-99.4%) | 24.0K -3.4M (-99.3%) | 0.01% -0.971 pp | 0.00% -0.001 pp | USD17.26 +29.4% | 3 qtrs — |
| 69 | AMERITAS INVESTMENT PARTNERS, INC. | 971.00 +— (+0.0%) | 21.7K +4.9K (+29.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD17.26 +29.4% | 2 qtrs — |
| 70 | ASTER CAPITAL MANAGEMENT (DIFC) LTD | 775.00 +775.0 (+100.0%) | 17.3K +17.3K (+100.0%) | 0.00% +0.004 pp | 0.01% +0.008 pp | USD22.34 +0.0% | 1 qtrs NEW |
| 71 | LEGAL & GENERAL GROUP PLC | 764.00 -332.0 (-30.3%) | 17.1K -1.9K (-9.9%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD18.34 +21.8% | 3 qtrs — |
| 72 | RUSSELL INVESTMENTS GROUP, LTD. | 632.00 -364.0 (-36.5%) | 14.1K -3.1K (-17.9%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD17.26 +29.4% | 2 qtrs — |
| 73 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 485.00 -1.4K (-73.7%) | 10.8K -21.0K (-66.0%) | 0.00% -0.007 pp | 0.00% +0.000 pp | USD17.26 +29.4% | 2 qtrs — |
| 74 | CWM, LLC | 339.00 -5.4K (-94.1%) | 8.0K -91.0K (-91.9%) | 0.00% -0.026 pp | 0.00% 0.000 pp | USD17.26 +29.4% | 2 qtrs — |
| 75 | LOS ANGELES CAPITAL MANAGEMENT LLC | 423.00 +423.0 (+100.0%) | 7.8K +7.8K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD22.34 +0.0% | 1 qtrs NEW |
| 76 | STERLING CAPITAL MANAGEMENT LLC | 333.00 -220.0 (-39.8%) | 7.4K -2.1K (-22.1%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD17.26 +29.4% | 2 qtrs — |
| 77 | AMALGAMATED BANK | 248.00 -128.0 (-34.0%) | 6.0K +— (+0.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD17.25 +29.5% | 2 qtrs — |
| 78 | PNC FINANCIAL SERVICES GROUP, INC. | 185.00 +185.0 (+100.0%) | 4.1K +4.1K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD22.34 +0.0% | 1 qtrs NEW |
| 79 | PRIVATE TRUST CO NA | 173.00 +— (+0.0%) | 3.9K +879.0 (+29.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD17.25 +29.5% | 2 qtrs — |
| 80 | BERNARD WEALTH MANAGEMENT CORP. | 100.00 +— (+0.0%) | 2.2K +508.0 (+29.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD17.26 +29.4% | 2 qtrs — |
| 81 | IFP ADVISORS, INC | 86.00 +86.0 (+100.0%) | 1.9K +1.9K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.34 +0.0% | 1 qtrs NEW |
| 82 | GLOBAL RETIREMENT PARTNERS, LLC | 81.00 +— (+0.0%) | 1.8K +412.0 (+29.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD18.44 +21.1% | 3 qtrs — |
| 83 | FMR LLC | 52.00 +52.0 (+100.0%) | 1.2K +1.2K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.33 +0.0% | 1 qtrs NEW |
| 84 | GAMMA INVESTING LLC | 45.00 +45.0 (+100.0%) | 1.0K +1.0K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.33 +0.0% | 1 qtrs NEW |
| 85 | UBS ASSET MANAGEMENT AMERICAS INC | 44.00 +44.0 (+100.0%) | 983.00 +983.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.32 +0.1% | 1 qtrs NEW |
| 86 | FARTHER FINANCE ADVISORS, LLC | 33.00 +33.0 (+100.0%) | 737.00 +737.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.33 +0.0% | 1 qtrs NEW |
| 87 | WPG ADVISERS, LLC | 16.00 +16.0 (+100.0%) | 357.00 +357.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.31 +0.1% | 1 qtrs NEW |
| 88 | EVERSOURCE WEALTH ADVISORS, LLC | 7.00 +7.0 (+100.0%) | 157.00 +157.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.29 +0.2% | 1 qtrs NEW |
| 89 | ROTHSCHILD INVESTMENT LLC | 5.00 +5.0 (+100.0%) | 112.00 +112.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.20 +0.6% | 1 qtrs NEW |
| 90 | ALLWORTH FINANCIAL LP | 2.00 +2.0 (+100.0%) | 45.00 +45.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.00 +1.5% | 1 qtrs NEW |
| 91 | SIGMA PLANNING CORP | — -20.0K (-100.0%) | — -345.2K (-100.0%) | 0.00% -0.098 pp | 0.00% -0.010 pp | USD— | 2 qtrs SOLD |
| 92 | PHARVISION ADVISERS, LLC | — -13.3K (-100.0%) | — -229.9K (-100.0%) | 0.00% -0.065 pp | 0.00% -0.129 pp | USD— | 2 qtrs SOLD |
| 93 | PRICE T ROWE ASSOCIATES INC /MD/ | — -16.5K (-100.0%) | — -285.0K (-100.0%) | 0.00% -0.080 pp | 0.00% +0.000 pp | USD— | 3 qtrs SOLD |
| 94 | ADVISOR GROUP HOLDINGS, INC. | — -89.0 (-100.0%) | — -1.5K (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 95 | QUARRY LP | — -2.2K (-100.0%) | — -37.7K (-100.0%) | 0.00% -0.011 pp | 0.00% -0.008 pp | USD— | 2 qtrs SOLD |
| 96 | RAYMOND JAMES FINANCIAL INC | — -18.2K (-100.0%) | — -314.1K (-100.0%) | 0.00% -0.089 pp | 0.00% 0.000 pp | USD— | 3 qtrs SOLD |
| 97 | NO STREET GP LP | — -172.6K (-100.0%) | — -3.0M (-100.0%) | 0.00% -0.842 pp | 0.00% -0.196 pp | USD— | 3 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 63 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.29% | 82.7K | 0.60% |
| 2 | Acuitas Small Cap Active ETF AIMS | 0.13% | 93.6K | 0.75% |
| 3 | Fidelity Small-Mid Multifactor ETF FSMD | 0.07% | 1.92M | 0.15% |
| 4 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.05% | 144.5K | 0.39% |
| 5 | KraneShares Man Buyout Beta Index ETF BUYO | 0.05% | 7.5K | 0.89% |
| 6 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.03% | 354.7K | 0.20% |
| 7 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.03% | 14.3K | 0.35% |
| 8 | Avantis U.S. Small Cap Value ETF AVUV | 0.02% | 7.08M | 0.25% |
| 9 | State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETF USSC.L | 0.02% | 207.9K | 0.30% |
| 10 | iShares Russell 2000 Growth ETF IWO | 0.02% | 2.64M | 0.24% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
0.00
Bearish
Buys
2
Sells
2
Shares acquired
37.5K
Shares disposed
11.39M
Cash buys
—
Cash sales
2.00
Net activity
-11,347,500
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-18 | Zellmann Mark Joseph | Officer | A-Award | A | Stock option (right to buy) | 12,500 | 0.00 | — | 12,500 | D | ↗ |
| 2026-03-18 | Pierce James Manfred | Director | — | — | Stock option (right to buy) | 25,000 | 20.13 | 503.3K | 0 | D | ↗ |
| 2026-03-18 | Atkins Susan E. | Director | — | — | Stock option (right to buy) | 25,000 | 20.13 | 503.3K | 0 | D | ↗ |
| 2026-03-11 | OROS JOHN J | Director | A-Award | A | Stock option (right to buy) | 25,000 | 0.00 | — | 25,000 | D | ↗ |
| 2026-01-09 | JCF IV JCAP Holding L.P. | 10% Owner | S-Sale | D | Common Stock | 11,000,000 | 19.63 | 215.92M | 32,721,808 | I | ↗ |
| 2026-01-09 | Burton David M. | Director / Officer | S-Sale | D | Common Stock | 385,000 | 20.50 | 7.89M | 3,392,500 | D | ↗ |
| 2025-08-22 | JCF IV JCAP Holding L.P. | 10% Owner | — | — | Common Stock | 0 | 0.00 | — | 43,721,808 | I | ↗ |
| 2025-08-22 | J.C. Flowers IV L.P. | 10% Owner | J-Other | D | Common Stock | 30,228,952 | 0.00 | — | 0 | I | ↗ |
| 2025-06-27 | J.C. Flowers IV L.P. | 10% Owner | S-Sale | D | Common Stock | 6,021,280 | 15.00 | 90.32M | 30,228,952 | I | ↗ |
| 2025-06-27 | Burton David M. | Director / Officer | S-Sale | D | Common Stock | 424,296 | 15.00 | 6.36M | 3,777,500 | D | ↗ |
| 2025-06-25 | Burton David M. | Director / Officer | A-Award | A | Common Stock | 4,201,796 | 0.00 | — | 4,201,796 | D | ↗ |
| 2020-11-06 | Thie Harry J. | Director | J-Other | D | Common Stock | 2,000 | 17.30 | 34.6K | 0 | — | ↗ |
| 2020-11-06 | SILVER HOWARD A | Director | J-Other | D | Common Stock | 25,386 | 17.30 | 439.2K | 0 | — | ↗ |
| 2020-11-06 | Perry Jonathan L | Officer | J-Other | D | Common Stock | 58,347 | 17.30 | 1.01M | 0 | — | ↗ |
| 2020-11-06 | Owen Rebecca L | Director | J-Other | D | Common Stock | 7,071 | 17.30 | 122.3K | 0 | — | ↗ |
| 2020-11-06 | Good John A | Director / Officer | J-Other | D | Common Stock | 288,571 | 17.30 | 4.99M | 0 | — | ↗ |
| 2020-11-06 | Decker Mark O. | Director | J-Other | D | Common Stock | 29,716 | 17.30 | 514.1K | 0 | — | ↗ |
| 2020-11-06 | DONDERO JAMES D | Director | J-Other | D | Series A Preferred Stock | 18,025 | 0.01 | 180.25 | 0 | — | ↗ |
| 2020-11-06 | Corak David | Officer | J-Other | D | Common Stock | 23,719 | 17.30 | 410.3K | 0 | — | ↗ |
| 2020-10-15 | DONDERO JAMES D | Director | A-Award | A | Series A Preferred Stock | 1,228 | 0.00 | — | 82,094 | — | ↗ |
| 2020-07-15 | DONDERO JAMES D | Director | A-Award | A | Series A Preferred Stock | 270 | 0.00 | — | 17,755 | — | ↗ |
| 2020-06-15 | Good John A | Director / Officer | F-InKind | D | Common Stock | 5,470 | 14.59 | 79.8K | 288,571 | — | ↗ |
| 2020-06-04 | Perry Jonathan L | Officer | F-InKind | D | Common Stock | 3,048 | 14.37 | 43.8K | 58,347 | — | ↗ |
| 2020-05-08 | Thie Harry J. | Director | A-Award | A | Common Stock | 4,725 | 0.00 | — | 28,905 | — | ↗ |
| 2020-05-08 | SILVER HOWARD A | Director | A-Award | A | Common Stock | 4,725 | 0.00 | — | 25,386 | — | ↗ |
| 2020-05-08 | Owen Rebecca L | Director | A-Award | A | Common Stock | 4,725 | 0.00 | — | 7,071 | — | ↗ |
| 2020-05-08 | Decker Mark O. | Director | A-Award | A | Common Stock | 4,725 | 0.00 | — | 29,299 | — | ↗ |
| 2020-05-01 | Perry Jonathan L | Officer | F-InKind | D | Common Stock | 2,033 | 12.59 | 25.6K | 61,395 | — | ↗ |
| 2020-05-01 | Good John A | Director / Officer | F-InKind | D | Common Stock | 4,559 | 12.59 | 57.4K | 297,688 | — | ↗ |
| 2020-04-15 | Decker Mark O. | Director | P-Purchase | A | Common Stock | 280 | 12.31 | 3.4K | 24,430 | — | ↗ |
| 2020-04-15 | DONDERO JAMES D | Director | A-Award | A | Series A Preferred Stock | 1,228 | 0.00 | — | 79,638 | — | ↗ |
| 2020-03-31 | Thie Harry J. | Director | P-Purchase | A | Common Stock | 2,000 | 10.57 | 21.1K | 24,180 | — | ↗ |
| 2020-03-31 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 3,000 | 10.40 | 31.2K | 302,247 | — | ↗ |
| 2020-03-31 | Corak David | Officer | P-Purchase | A | Common Stock | 500 | 10.29 | 5.1K | 23,719 | — | ↗ |
| 2020-03-27 | DONDERO JAMES D | Director | S-Sale | D | Common Stock | 10,576 | 11.01 | 116.4K | 133,150 | — | ↗ |
| 2020-03-26 | DONDERO JAMES D | Director | S-Sale | D | Common Stock | 16,860 | 10.83 | 182.6K | 143,726 | — | ↗ |
| 2020-03-25 | DONDERO JAMES D | Director | S-Sale | D | Common Stock | 20,017 | 10.26 | 205.4K | 160,586 | — | ↗ |
| 2020-03-24 | DONDERO JAMES D | Director | S-Sale | D | Common Stock | 13,404 | 9.37 | 125.6K | 180,603 | — | ↗ |
| 2020-03-23 | DONDERO JAMES D | Director | S-Sale | D | Common Stock | 26,104 | 9.83 | 256.6K | 194,007 | — | ↗ |
| 2020-03-20 | DONDERO JAMES D | Director | S-Sale | D | Common Stock | 18,500 | 10.76 | 199.1K | 220,111 | — | ↗ |
| 2020-03-08 | Corak David | Officer | F-InKind | D | Common Stock | 1,926 | 18.63 | 35.9K | 23,219 | — | ↗ |
| 2020-02-20 | Perry Jonathan L | Officer | A-Award | A | Common Stock | 9,970 | 0.00 | — | 63,428 | — | ↗ |
| 2020-02-20 | Good John A | Director / Officer | P-Purchase | A | OC Units | 179,487 | 0.00 | — | 179,487 | — | ↗ |
| 2020-02-20 | Corak David | Officer | — | D | Common Stock | 0 | 0.00 | — | 20,784 | — | ↗ |
| 2020-02-11 | DONDERO JAMES D | Director | J-Other | D | Series A Preferred Stock | 32,800 | 0.00 | — | 78,410 | — | ↗ |
| 2020-01-15 | Decker Mark O. | Director | L-Small | A | Common Stock | 92 | 19.00 | 1.8K | 23,833 | — | ↗ |
| 2020-01-15 | DONDERO JAMES D | Director | A-Award | A | Series A Preferred Stock | 1,742 | 0.00 | — | 111,210 | — | ↗ |
| 2019-12-19 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 6,900 | 19.93 | 137.5K | 283,046 | — | ↗ |
| 2019-12-19 | Decker Mark O. | Director | P-Purchase | A | Common Stock | 1,500 | 19.61 | 29.4K | 23,741 | — | ↗ |
| 2019-10-16 | Decker Mark O. | Director | P-Purchase | A | Common Stock | 405 | 18.88 | 7.6K | 22,241 | — | ↗ |
| 2019-10-15 | DONDERO JAMES D | Director | A-Award | A | Series A Preferred Stock | 1,742 | 0.00 | — | 109,468 | — | ↗ |
| 2019-07-16 | Decker Mark O. | Director | P-Purchase | A | Common Stock | 367 | 20.50 | 7.5K | 21,836 | — | ↗ |
| 2019-07-15 | DONDERO JAMES D | Director | A-Award | A | Series A Preferred Stock | 383 | 0.00 | — | 23,649 | — | ↗ |
| 2019-06-15 | Good John A | Director / Officer | F-InKind | D | Common Stock | 5,470 | 21.05 | 115.1K | 276,146 | — | ↗ |
| 2019-06-04 | Perry Jonathan L | Officer | F-InKind | D | Common Stock | 3,042 | 20.91 | 63.6K | 53,458 | — | ↗ |
| 2019-05-17 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 2,100 | 20.97 | 44.0K | 281,616 | — | ↗ |
| 2019-05-17 | DONDERO JAMES D | Director | S-Sale | D | Common Stock | 6,163 | 20.91 | 128.9K | 439,264 | — | ↗ |
| 2019-05-16 | DONDERO JAMES D | Director | S-Sale | D | Common Stock | 73,889 | 21.08 | 1.56M | 445,427 | — | ↗ |
| 2019-05-15 | DONDERO JAMES D | Director | S-Sale | D | Common Stock | 14,948 | 21.11 | 315.6K | 519,316 | — | ↗ |
| 2019-05-03 | Good John A | Director / Officer | F-InKind | D | Common Stock | 3,647 | 21.72 | 79.2K | 279,516 | — | ↗ |
| 2019-05-02 | Thie Harry J. | Director | A-Award | A | Common Stock | 2,346 | 0.00 | — | 22,180 | — | ↗ |
| 2019-05-02 | SILVER HOWARD A | Director | A-Award | A | Common Stock | 2,346 | 0.00 | — | 20,661 | — | ↗ |
| 2019-05-02 | Perry Jonathan L | Officer | A-Award | A | Common Stock | 20,000 | 0.00 | — | 56,500 | — | ↗ |
| 2019-05-02 | Owen Rebecca L | Director | A-Award | A | Common Stock | 2,346 | 0.00 | — | 2,346 | — | ↗ |
| 2019-05-02 | Good John A | Director / Officer | A-Award | A | Common Stock | 50,000 | 0.00 | — | 283,163 | — | ↗ |
| 2019-05-02 | Decker Mark O. | Director | A-Award | A | Common Stock | 2,346 | 0.00 | — | 20,845 | — | ↗ |
| 2019-05-02 | CHURCHEY RANDY L | Director | A-Award | A | Common Stock | 2,346 | 0.00 | — | 2,346 | — | ↗ |
| 2019-04-16 | Decker Mark O. | Director | P-Purchase | A | Common Stock | 313 | 21.09 | 6.6K | 21,469 | — | ↗ |
| 2019-04-15 | DONDERO JAMES D | Director | A-Award | A | Series A Preferred Stock | 1,742 | 0.00 | — | 105,984 | — | ↗ |
| 2019-01-16 | Decker Mark O. | Director | L-Small | A | Common Stock | 311 | 20.83 | 6.5K | 21,156 | — | ↗ |
| 2019-01-15 | DONDERO JAMES D | Director | A-Award | A | Series A Preferred Stock | 383 | 0.00 | — | 22,883 | — | ↗ |
| 2018-12-18 | DONDERO JAMES D | Director | P-Purchase | A | Common Stock | 81 | 20.79 | 1.7K | 534,264 | — | ↗ |
| 2018-12-14 | DONDERO JAMES D | Director | S-Sale | D | Common Stock | 19,081 | 21.17 | 403.9K | 534,183 | — | ↗ |
| 2018-12-06 | Owen Rebecca L | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-12-06 | CHURCHEY RANDY L | Director | — | I | Common Stock | 0 | 0.00 | — | 13,085 | — | ↗ |
| 2018-10-16 | Decker Mark O. | Director | P-Purchase | A | Common Stock | 202 | 19.15 | 3.9K | 18,499 | — | ↗ |
| 2018-10-15 | Decker Mark O. | Director | P-Purchase | A | Common Stock | 211 | 19.17 | 4.0K | 18,214 | — | ↗ |
| 2018-10-15 | DONDERO JAMES D | Director | A-Award | A | Common Stock | 89,593 | 0.00 | — | 553,264 | — | ↗ |
| 2018-08-03 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 1,595 | 18.53 | 29.6K | 233,163 | — | ↗ |
| 2018-07-16 | Decker Mark O. | Director | L-Small | A | Common Stock | 199 | 19.06 | 3.8K | 17,960 | — | ↗ |
| 2018-07-13 | DONDERO JAMES D | Director | A-Award | A | Common Stock | 99,868 | 0.00 | — | 463,671 | — | ↗ |
| 2018-06-25 | Decker Mark O. | Director | P-Purchase | A | Common Stock | 1,340 | 18.63 | 25.0K | 17,374 | — | ↗ |
| 2018-06-12 | DONDERO JAMES D | Director | P-Purchase | A | Common Stock | 100,000 | 18.50 | 1.85M | 363,803 | — | ↗ |
| 2018-06-04 | Perry Jonathan L | Officer | A-Award | A | Common Stock | 30,000 | 0.00 | — | 36,500 | — | ↗ |
| 2018-05-07 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 2,110 | 19.15 | 40.4K | 231,568 | — | ↗ |
| 2018-05-03 | Good John A | Director / Officer | F-InKind | D | Common Stock | 3,647 | 19.20 | 70.0K | 229,458 | — | ↗ |
| 2018-05-02 | Thie Harry J. | Director | A-Award | A | Common Stock | 2,611 | 0.00 | — | 19,834 | — | ↗ |
| 2018-05-02 | SILVER HOWARD A | Director | A-Award | A | Common Stock | 2,611 | 0.00 | — | 18,315 | — | ↗ |
| 2018-05-02 | Good John A | Director / Officer | F-InKind | D | Common Stock | 4,103 | 19.15 | 78.6K | 233,105 | — | ↗ |
| 2018-05-02 | Decker Mark O. | Director | A-Award | A | Common Stock | 2,611 | 0.00 | — | 16,034 | — | ↗ |
| 2018-04-16 | Decker Mark O. | Director | L-Small | A | Common Stock | 87 | 17.82 | 1.6K | 17,761 | — | ↗ |
| 2018-04-15 | Decker Mark O. | Director | L-Small | A | Common Stock | 83 | 19.06 | 1.6K | 17,674 | — | ↗ |
| 2018-04-13 | DONDERO JAMES D | Director | A-Award | A | Common Stock | 120,028 | 0.00 | — | 263,803 | — | ↗ |
| 2018-03-05 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 2,900 | 17.48 | 50.7K | 222,208 | — | ↗ |
| 2018-01-16 | Decker Mark O. | Director | L-Small | A | Common Stock | 81 | 18.65 | 1.5K | 17,591 | — | ↗ |
| 2018-01-12 | DONDERO JAMES D | Director | A-Award | A | Common Stock | 2,222 | 0.00 | — | 143,775 | — | ↗ |
| 2017-12-28 | DONDERO JAMES D | Director | S-Sale | D | Common Stock | 23,000 | 19.27 | 443.2K | 141,553 | — | ↗ |
| 2017-11-17 | DONDERO JAMES D | Director | S-Sale | D | Common Stock | 48,900 | 20.21 | 988.4K | 207,379 | — | ↗ |
| 2017-10-13 | DONDERO JAMES D | Director | A-Award | A | Common Stock | 6,703 | 0.00 | — | 164,553 | — | ↗ |
| 2017-08-17 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 600 | 18.84 | 11.3K | 217,908 | — | ↗ |
| 2017-08-11 | SILVER HOWARD A | Director | P-Purchase | A | Common Stock | 2,481 | 20.15 | 50.0K | 15,704 | — | ↗ |
| 2017-08-10 | Thie Harry J. | Director | P-Purchase | A | Common Stock | 600 | 21.24 | 12.7K | 17,223 | — | ↗ |
| 2017-08-08 | Decker Mark O. | Director | P-Purchase | A | Common Stock | 200 | 21.50 | 4.3K | 200 | — | ↗ |
| 2017-08-07 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 21.65 | 108.3K | 217,308 | — | ↗ |
| 2017-06-27 | DONDERO JAMES D | Director | P-Purchase | A | Common Stock | 100,000 | 22.00 | 2.20M | 157,850 | — | ↗ |
| 2017-06-15 | Good John A | Director / Officer | F-InKind | D | Common Stock | 5,470 | 23.43 | 128.2K | 212,308 | — | ↗ |
| 2017-05-03 | Thie Harry J. | Director | A-Award | A | Common Stock | 2,138 | 0.00 | — | 16,623 | — | ↗ |
| 2017-05-03 | SILVER HOWARD A | Director | A-Award | A | Common Stock | 2,138 | 0.00 | — | 13,223 | — | ↗ |
| 2017-05-03 | Good John A | Director / Officer | A-Award | A | Common Stock | 40,000 | 0.00 | — | 217,778 | — | ↗ |
| 2017-05-03 | Decker Mark O. | Director | A-Award | A | Common Stock | 2,138 | 0.00 | — | 12,923 | — | ↗ |
| 2017-04-14 | DONDERO JAMES D | Director | A-Award | A | Common Stock | 16,497 | 22.49 | 371.0K | 57,850 | — | ↗ |
| 2017-03-06 | Decker Mark O. | Director | P-Purchase | A | Common Stock | 500 | 22.62 | 11.3K | 10,785 | — | ↗ |
| 2017-02-15 | DONDERO JAMES D | Director | A-Award | A | Common Stock | 41,353 | 19.89 | 822.5K | 41,353 | — | ↗ |
| 2016-12-13 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 16,578 | 19.00 | 315.0K | 177,778 | — | ↗ |
| 2016-12-13 | Drummond William C. | Officer | P-Purchase | A | Common Stock | 2,500 | 19.00 | 47.5K | 30,312 | — | ↗ |
| 2016-12-13 | DONDERO JAMES D | Director | P-Purchase | A | Common Stock | 79,000 | 19.00 | 1.50M | 256,279 | — | ↗ |
| 2016-11-16 | DONDERO JAMES D | Director | S-Sale | D | Common Stock | 1,114 | 18.50 | 20.6K | 177,279 | — | ↗ |
| 2016-11-07 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 1,200 | 17.90 | 21.5K | 161,200 | — | ↗ |
| 2016-08-26 | Drummond William C. | Officer | P-Purchase | A | Common Stock | 500 | 16.35 | 8.2K | 27,812 | — | ↗ |
| 2016-08-19 | Drummond William C. | Officer | P-Purchase | A | Common Stock | 500 | 16.75 | 8.4K | 27,312 | — | ↗ |
| 2016-08-05 | Good John A | Director / Officer | A-Award | A | Common Stock | 7,700 | 16.99 | 130.8K | 160,000 | — | ↗ |
| 2016-08-04 | DONDERO JAMES D | Director | — | I | Common Stock | 0 | 0.00 | — | 178,393 | — | ↗ |
| 2016-06-10 | Drummond William C. | Officer | P-Purchase | A | Common Stock | 500 | 15.14 | 7.6K | 26,812 | — | ↗ |
| 2016-06-09 | Drummond William C. | Officer | P-Purchase | A | Common Stock | 512 | 15.44 | 7.9K | 26,312 | — | ↗ |
| 2016-05-27 | Thie Harry J. | Director | P-Purchase | A | Common Stock | 300 | 13.78 | 4.1K | 950 | — | ↗ |
| 2016-05-20 | Thie Harry J. | Director | A-Award | A | Common Stock | 3,585 | 13.95 | 50.0K | 14,185 | — | ↗ |
| 2016-05-20 | SILVER HOWARD A | Director | A-Award | A | Common Stock | 3,585 | 0.00 | — | 11,085 | — | ↗ |
| 2016-05-20 | Jenkins Sam J. | Director | A-Award | A | Common Stock | 3,585 | 0.00 | — | 13,085 | — | ↗ |
| 2016-05-20 | Decker Mark O. | Director | A-Award | A | Common Stock | 3,585 | 0.00 | — | 10,285 | — | ↗ |
| 2016-03-22 | Thie Harry J. | Director | P-Purchase | A | Common Stock | 650 | 14.97 | 9.7K | 650 | — | ↗ |
| 2016-03-21 | Thie Harry J. | Director | P-Purchase | A | Common Stock | 200 | 15.00 | 3.0K | 10,600 | — | ↗ |
| 2016-03-15 | Drummond William C. | Officer | P-Purchase | A | Common Stock | 500 | 15.15 | 7.6K | 25,800 | — | ↗ |
| 2016-03-10 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 2,300 | 15.60 | 35.9K | 152,300 | — | ↗ |
| 2016-03-10 | Drummond William C. | Officer | P-Purchase | A | Common Stock | 300 | 15.31 | 4.6K | 25,300 | — | ↗ |
| 2015-12-15 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 338 | 15.35 | 5.2K | 150,000 | — | ↗ |
| 2015-12-15 | Decker Mark O. | Director | P-Purchase | A | Common Stock | 700 | 15.40 | 10.8K | 6,700 | — | ↗ |
| 2015-12-10 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 100 | 14.97 | 1.5K | 149,662 | — | ↗ |
| 2015-12-09 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 1,062 | 14.96 | 15.9K | 149,562 | — | ↗ |
| 2015-12-08 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 500 | 14.98 | 7.5K | 148,500 | — | ↗ |
| 2015-12-04 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 1,050 | 15.09 | 15.8K | 148,000 | — | ↗ |
| 2015-11-16 | Thie Harry J. | Director | P-Purchase | A | Common Stock | 800 | 15.50 | 12.4K | 10,400 | — | ↗ |
| 2015-11-13 | Thie Harry J. | Director | P-Purchase | A | Common Stock | 850 | 16.01 | 13.6K | 9,600 | — | ↗ |
| 2015-11-12 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 10,750 | 16.24 | 174.6K | 146,950 | — | ↗ |
| 2015-11-12 | Decker Mark O. | Director | P-Purchase | A | Common Stock | 1,000 | 16.19 | 16.2K | 6,000 | — | ↗ |
| 2015-09-15 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 2,500 | 17.53 | 43.8K | 136,200 | — | ↗ |
| 2015-09-11 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 200 | 17.25 | 3.5K | 133,700 | — | ↗ |
| 2015-08-14 | Good John A | Director / Officer | P-Purchase | A | Common Stock | 8,500 | 17.88 | 152.0K | 133,500 | — | ↗ |
| 2015-08-11 | Drummond William C. | Officer | A-Award | D | Common Stock | 25,000 | 0.00 | — | 25,000 | — | ↗ |
| 2015-06-15 | Good John A | Director / Officer | A-Award | A | Common Stock | 100,000 | 0.00 | — | 125,000 | — | ↗ |
| 2015-06-05 | Jenkins Sam J. | Director | P-Purchase | A | Common Stock | 2,000 | 21.15 | 42.3K | 9,500 | — | ↗ |
| 2015-06-05 | Decker Mark O. | Director | P-Purchase | A | Common Stock | 2,500 | 21.25 | 53.1K | 5,000 | — | ↗ |
| 2015-05-28 | SILVER HOWARD A | Director | P-Purchase | A | Common Stock | 2,500 | 20.16 | 50.4K | 7,500 | — | ↗ |
| 2015-04-01 | Ward Gregory W. | Officer | P-Purchase | A | Common Stock | 1,250 | 20.00 | 25.0K | 1,250 | — | ↗ |
| 2015-04-01 | Thie Harry J. | Director | P-Purchase | A | Common Stock | 6,250 | 20.00 | 125.0K | 6,250 | — | ↗ |
| 2015-04-01 | SILVER HOWARD A | Director | P-Purchase | A | Common Stock | 2,500 | 20.00 | 50.0K | 2,500 | — | ↗ |
| 2015-04-01 | Jenkins Sam J. | Director | P-Purchase | A | Common Stock | 5,000 | 20.00 | 100.0K | 5,000 | — | ↗ |
| 2015-04-01 | Decker Mark O. | Director | A-Award | A | Common Stock | 2,500 | 0.00 | — | 2,500 | — | ↗ |
| 2015-03-26 | Ward Gregory W. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-03-26 | Thie Harry J. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-03-26 | SILVER HOWARD A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-03-26 | Jenkins Sam J. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-03-26 | Decker Mark O. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
269.1K
Shares Outstanding
55.42M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | David Burton President and Chief Executive Officer | 765.8K | 150.0K | — | — | 382.9K | 2.50M | 3.80M | 0.00% | ↗ |
| 2 | 2025 | Mark Zellmann President of U.S. Business Lines | 325.0K | 50.0K | — | — | 247.2K | 440.0K | 1.06M | 0.00% | ↗ |
| 3 | 2025 | Penelope Person Chief Commercial Officer | 142.0K | — | — | — | 208.9K | 282.2K | 633.1K | 0.00% | ↗ |
| 4 | 2024 | David Burton President and Chief Executive Officer | 765.8K | 125.0K | — | — | 387.8K | 422.0K | 1.70M | 0.00% | ↗ |
| 5 | 2024 | Mark Zellmann President of U.S. Business Lines | 303.9K | 110.0K | — | — | 137.4K | 54.2K | 605.5K | 0.00% | ↗ |
| 6 | 2024 | Penelope Person Chief Commercial Officer | 142.0K | — | — | — | 248.1K | 46.1K | 436.2K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| David Burton | President, CEO & Chairman | 4M | male |
| Mark Zellmann | President of U.S. Business Lines | 1M | male |
| Penelope Campbell Person | Chief Commercial Officer | 633.1K | female |
| Christo Realov | Chief Financial Officer & Treasurer | — | male |
| Matthew Pfohl | Chief Administrative Officer, General Counsel & Secretary | — | male |
| Sue Unterberger | Chief Compliance Officer | — | female |
ESG Rating
ESG Score History FINANCIAL - CREDIT SERVICES
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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Community Opinion for JCAP
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
