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James River Group Holdings, Ltd. (JRVR)

USD4.50 -0.05 (-1.10%)
US NASDAQ Financial Services Insurance - Specialty
Address 1414 Raleigh Road 27517
Chapel Hill, NC, US
CEO Frank N. D'Orazio
Website jrgh.net
IPO 2014-12-12
CIK 1620459 ISIN US46990A1025

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Description

James River Group Holdings, Ltd. operates as an insurance holding company, delivering specialized insurance and reinsurance offerings across the United States through its subsidiary companies. Its business activities are divided into three main operational units: Excess and Surplus Lines, Specialty Admitted Insurance, and Casualty Reinsurance. The Excess and Surplus Lines division is responsible for underwriting commercial liability and property insurance for non-standard or unique risks, with its coverage extending nationwide across all U.S. states and the District of Columbia. The distribution of these insurance products is primarily handled by wholesale insurance brokers. Conversely, the Specialty Admitted Insurance segment focuses on providing workers' compensation protection. This includes serving industries such as construction trades, healthcare professionals, general goods and services, light manufacturing, specialized transportation, and farming. This unit also engages in fronting and program insurance ventures. Finally, the Casualty Reinsurance segment offers both proportional and working layer casualty reinsurance solutions to a range of third-party clients and other insurance providers. James River Group Holdings, Ltd. was established in 2002 and maintains its corporate headquarters in Pembroke, Bermuda.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD4.50 -0.05 (-1.10%)
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Volume Profile
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Liquidity & share structure
Average Volume
433.2K
Beta
-0.19
Float Shares
40.42M
Free Float %
87.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+5.79% -7.28% -32.26% -37.78% -25.27% -33.96% -13.93% -80.48% -86.99% -86.78% -80.24%
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 (14 ratings, all time) Buy
Price Targets & DCF
Current price
4.50
Low 7.00 +55.6%
Consensus 7.00 +55.6%
Median 7.00 +55.6%
High 7.00 +55.6%
DCF (Unlevered) 82.80 +1,740.1%

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) 67% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 1 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
7.00
+55.6%
Last Year 2
7.00
+55.6%
All Time 6
8.50
+88.9%
Quality scores
Altman Z-Score
0.35
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
2 / 5
Medium
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Specialty: +11.0%
    -2.8% Q1'26: -12.1% (vs Q1'25)
  • EPS growth Insurance - Specialty: +18.3%
    +125.8% Q1'26: -276.9% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Specialty: +39.7%
    -1.8% Q1'26: -0.5% (vs Q1'25)
  • EBIT margin Insurance - Specialty: +18.3%
    +10.8% Q1'26: -7.0% (vs Q1'25)
  • ROIC Insurance - Specialty: +10.3%
    +64.6% Q1'26: +5.2% (vs Q1'25)
  • Share dilution Insurance - Specialty: +0.5%
    +55.1% Q1'26: +5.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Specialty: 0.25×
    4.50× Q1'26: -8.15× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (-0.03) × ERP
WACC = 42% × Ke + 58% × Kd (7.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 82.40 Current price: 4.50
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 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
1 Rev. Ana.
1 EPS Ana.
Dec 2027
2 Rev. Ana.
2 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
504.92M
est: 540.81M (-6.6%)
586.23M
est: 632.62M (-7.3%)
817.63M
est: 991.02M (-17.5%)
885.60M
est: 1.15B (-23.1%)
907.13M
est: 1.46B (-37.7%)
668.69M
est: 1.23B (-45.6%)
609.04M
est: 1.13B (-46.0%)
661.51M
est: 759.53M (-12.9%)
812.01M
est: 815.64M (-0.4%)
707.63M
est: 621.10M (+13.9%)
687.61M
est: 606.60M (+13.4%)
592.32M
591.08M – 593.56M
-2.4% YoY
599.15M
595.28M – 603.02M
+1.2% YoY
673.83M
673.83M – 673.83M
+12.5% YoY
EBITDA
68.78M
est: 61.88M (+11.2%)
90.21M
est: 79.28M (+13.8%)
66.24M
est: 60.93M (+8.7%)
86.61M
est: 80.57M (+7.5%)
66.53M
est: 52.25M (+27.3%)
26.99M
est: 14.36M (+87.9%)
-94.49M
est: -1.98B (+95.2%)
68.19M
est: -1.09B (+106.3%)
111.07M
est: 201.18M (-44.8%)
-47.16M
est: 153.19M (-130.8%)
73.36M
est: 149.62M (-51.0%)
146.10M
145.79M – 146.40M
-2.4% YoY
147.78M
146.83M – 148.74M
+1.2% YoY
166.20M
166.20M – 166.20M
+12.5% YoY
EBIT
66.78M
est: 62.34M (+7.1%)
87.79M
est: 80.43M (+9.2%)
64.12M
est: 66.01M (-2.9%)
82.39M
est: 80.60M (+2.2%)
62.46M
est: 52.25M (+19.5%)
21.97M
est: -35.01M (+162.8%)
-99.21M
est: -3.01B (+96.7%)
67.14M
est: -3.32B (+102.0%)
111.54M
est: 207.51M (-46.2%)
-46.45M
est: 158.02M (-129.4%)
74.08M
est: 154.33M (-52.0%)
150.70M
150.38M – 151.01M
-2.4% YoY
152.44M
151.45M – 153.42M
+1.2% YoY
171.44M
171.44M – 171.44M
+12.5% YoY
Net Income
53.50M
est: 49.99M (+7.0%)
74.47M
est: 68.13M (+9.3%)
43.57M
est: 42.08M (+3.5%)
63.83M
est: 62.25M (+2.5%)
38.34M
est: 29.13M (+31.6%)
4.82M
est: 369.9K (+1,204.0%)
-172.80M
est: -1.78B (+90.3%)
30.97M
est: 35.91M (-13.7%)
-107.68M
est: 113.37M (-195.0%)
-81.12M
est: -26.98M (-200.6%)
47.43M
est: 71.15M (-33.3%)
52.53M
52.38M – 52.67M
-26.2% YoY
60.04M
59.88M – 60.21M
+14.3% YoY
83.81M
83.58M – 84.03M
+39.6% YoY
SGA
est: 318.2K (-100.0%)
1.77M
est: 372.2K (+376.4%)
682.0K
est: 583.0K (+17.0%)
1.72M
est: 52.72M (-96.7%)
1.06M
est: 856.3K (+23.2%)
1.97M
est: 723.3K (+171.9%)
est: 664.1K (-100.0%)
est: 446.8K (-100.0%)
— – —
— – —
— – —
EPS
1.87
est: 2.09 (-10.4%)
2.56
est: 2.30 (+11.1%)
1.48
est: 2.15 (-31.0%)
2.14
est: 2.42 (-11.6%)
1.27
est: 1.37 (-7.5%)
0.16
est: 1.26 (-87.3%)
-4.94
est: -3.22 (-53.6%)
0.59
est: 1.82 (-67.6%)
-3.14
est: 1.89 (-266.2%)
-3.06
est: -0.45 (-580.6%)
1.03
est: 1.19 (-13.1%)
0.88
0.87 – 0.88
-26.2% YoY
1.00
1.00 – 1.00
+14.3% YoY
1.40
1.39 – 1.40
+39.6% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-05 Citizens Market Outperform Market Perform Downgrade
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B 3/5 1/5 2/5 4/5 2/5 3/5 4/5
2026-05-08 B 3/5 1/5 2/5 4/5 2/5 3/5 4/5
2026-05-07 B- 3/5 1/5 2/5 4/5 1/5 3/5 4/5
2026-05-06 B- 3/5 1/5 2/5 4/5 1/5 3/5 4/5
2026-05-05 B- 3/5 1/5 2/5 4/5 1/5 3/5 4/5
2026-05-04 B- 3/5 1/5 2/5 4/5 1/5 3/5 4/5
2026-05-01 B+ 3/5 1/5 3/5 5/5 2/5 4/5 4/5
2026-04-30 B+ 3/5 1/5 3/5 5/5 2/5 4/5 4/5
2026-04-29 B+ 3/5 1/5 3/5 5/5 2/5 4/5 4/5
2026-04-28 B+ 3/5 1/5 3/5 5/5 2/5 4/5 4/5
2026-04-27 B+ 3/5 1/5 3/5 5/5 2/5 4/5 4/5
2026-04-24 B+ 3/5 1/5 3/5 5/5 2/5 4/5 4/5
2026-04-23 B+ 3/5 1/5 3/5 5/5 2/5 4/5 4/5
2026-04-22 B+ 3/5 1/5 3/5 5/5 2/5 4/5 4/5
2026-04-21 B+ 3/5 1/5 3/5 5/5 2/5 4/5 4/5
2026-04-20 B+ 3/5 1/5 3/5 5/5 2/5 4/5 4/5
2026-04-17 B+ 3/5 1/5 3/5 5/5 2/5 4/5 4/5
2026-04-16 B+ 3/5 1/5 3/5 5/5 2/5 4/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-23.79M
OE per share TTM
-0.12
Owner's Yield
-13.00%
Maintenance CapEx ratio
6.41%
Maint CapEx / Avg PPE
1.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
18
Total invested
3.44M
Insider transactions (90d)
0
Beneficial owners (>5%)
26
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 GPC Partners II GP LLC 5.64M 13.10% 5.64M 5.64M OO 2023-01-13
2 GPC Partners Investments (Thames) LP 5.64M 13.10% 5.64M 5.64M PN 2023-01-13
3 Gallatin Point Capital LLC 5.64M 13.10% 5.64M 5.64M OO 2023-01-13
4 Lewis A. (Lee) Sachs 5.64M 13.10% 5.64M 5.64M OO 2023-01-13
5 Matthew B. Botein 5.64M 13.10% 5.64M 5.64M OO 2023-01-13
6 85-4328500 3.58M 9.60% 1.27M 3.58M IA Maryland 2023-02-14
7 20-0805088 3.53M 12.10% 3.53M 3.53M OO Delaware 2017-02-14
8 Fuller & Thaler Asset Management, Inc. 2.87M 7.63% 2.82M 2.87M IA California 2024-02-13
9 Wellington Management Company LLP 2.76M 9.22% 2.56M IA Delaware 2019-02-12
10 The Vanguard Group - 23-1945930 2.44M 6.54% 35.9K 2.38M 65.2K IA Pennsylvania For 2022-02-10
11 Principal Global Investors, LLC 2.32M 7.75% 2.32M 2.32M Delaware 2019-02-14
12 52-0556948 2.25M 6.00% 763.5K 2.25M IA Maryland 2022-02-14
13 Morgan Stanley 2.12M 5.60% 2.12M 2.12M HC, CO Delaware. 2024-02-08
14 26-0710908 1.84M 6.30% 1.84M 1.84M OO Delaware 2017-02-14
15 2 1.30M 4.40% 452.5K 1.30M IA DELAWARE 2018-02-07
16 Caraway Jackson Investments LLC 794.8K 2.10% 794.8K 794.8K OO 2022-02-14
17 EMAI Management, LLC 794.8K 2.10% 794.8K 794.8K OO 2022-02-14
18 Eli Samaha 794.8K 2.10% 794.8K 794.8K IN 2022-02-14
19 Madison Avenue GP, LLC 794.8K 2.10% 794.8K 794.8K OO 2022-02-14
20 Madison Avenue International LP 794.8K 2.10% 794.8K 794.8K OO 2022-02-14
21 Madison Avenue Partners, LP 794.8K 2.10% 794.8K 794.8K OO 2022-02-14
22 Wellington Group Holdings LLP 658.8K 1.77% 568.4K HC Delaware 2022-02-04
23 Wellington Investment Advisors Holdings LLP 658.8K 1.77% 568.4K HC Delaware 2022-02-04
24 Wellington Management Group LLP 658.8K 1.77% 568.4K HC Massachusetts 2022-02-04
25 13-3695715 0.00% IA, PN Delaware 2018-05-17
26 David E. Shaw 0.00% IN United States 2018-05-17

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
18
-101 vs prev Q
New positions
1
Closed positions
102
Increased
10
Reduced
1
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 GALLATIN POINT CAPITAL LLC 5.86M +— (+0.0%) 37.27M +4.7M (+14.6%) 12.75% +0.000 pp 12.71% +0.885 pp USD4.87 +30.6% 5 qtrs
2 ZIMMER PARTNERS, LP 4.59M +4.6M (+100.0%) 29.20M +29.2M (+100.0%) 9.99% +9.992 pp 0.77% +0.770 pp USD6.36 +0.0% 1 qtrs NEW
3 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 4.44M -116.5K (-2.6%) 28.24M +3.0M (+11.7%) 9.66% +9.662 pp 0.02% +0.002 pp USD5.55 +14.6% 2 qtrs
4 BLACKROCK, INC. 3.13M +3.1M (+100.0%) 19.93M +19.9M (+100.0%) 6.82% +6.819 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
5 ENSTAR GROUP LTD 2.59M +2.6M (+100.0%) 16.48M +16.5M (+100.0%) 5.64% +5.638 pp 6.37% +6.373 pp USD6.36 +0.0% 1 qtrs NEW
6 VANGUARD GROUP INC 2.26M +2.3M (+100.0%) 14.40M +14.4M (+100.0%) 4.93% +4.927 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
7 DONALD SMITH & CO., INC. 1.67M +1.7M (+100.0%) 10.63M +10.6M (+100.0%) 3.64% +3.637 pp 0.20% +0.199 pp USD6.36 +0.0% 1 qtrs NEW
8 RBF CAPITAL, LLC 1.05M +1.1M (+100.0%) 6.68M +6.7M (+100.0%) 2.28% +2.285 pp 0.30% +0.296 pp USD6.36 +0.0% 1 qtrs NEW
9 GEODE CAPITAL MANAGEMENT, LLC 1.02M +1.0M (+100.0%) 6.46M +6.5M (+100.0%) 2.21% +2.210 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
10 DISCOVERY CAPITAL MANAGEMENT, LLC / CT 819.4K +819.4K (+100.0%) 5.21M +5.2M (+100.0%) 1.78% +1.783 pp 0.28% +0.282 pp USD6.36 +0.0% 1 qtrs NEW
11 BOSTON PARTNERS 813.4K +813.4K (+100.0%) 5.17M +5.2M (+100.0%) 1.77% +1.770 pp 0.01% +0.005 pp USD6.36 +0.0% 1 qtrs NEW
12 STATE STREET CORP 811.9K +811.9K (+100.0%) 5.16M +5.2M (+100.0%) 1.77% +1.767 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
13 PRICE T ROWE ASSOCIATES INC /MD/ 783.3K -263.1K (-25.1%) 4.98M -826.0K (-14.2%) 1.70% +1.704 pp 0.00% 0.000 pp USD5.55 +14.6% 2 qtrs
14 DIMENSIONAL FUND ADVISORS LP 772.0K +772.0K (+100.0%) 4.91M +4.9M (+100.0%) 1.68% +1.680 pp 0.00% +0.001 pp USD6.36 +0.0% 1 qtrs NEW
15 MORGAN STANLEY 593.1K +593.1K (+100.0%) 3.77M +3.8M (+100.0%) 1.29% +1.291 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
16 538.8K +538.8K (+100.0%) 3.43M +3.4M (+100.0%) 1.17% +1.172 pp 2.55% +2.547 pp USD6.36 +0.0% 1 qtrs NEW
17 KENNEDY CAPITAL MANAGEMENT LLC 490.1K -436.0 (-0.1%) 3.12M +394.6K (+14.5%) 1.07% +1.067 pp 0.07% +0.006 pp USD5.55 +14.6% 2 qtrs
18 D. E. SHAW & CO., INC. 427.1K +427.1K (+100.0%) 2.72M +2.7M (+100.0%) 0.93% +0.929 pp 0.00% +0.002 pp USD6.36 +0.0% 1 qtrs NEW
19 AQR CAPITAL MANAGEMENT LLC 382.6K +382.6K (+100.0%) 2.43M +2.4M (+100.0%) 0.83% +0.833 pp 0.00% +0.001 pp USD6.36 +0.0% 1 qtrs NEW
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 362.1K +362.1K (+100.0%) 2.30M +2.3M (+100.0%) 0.79% +0.788 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
21 TWO SIGMA ADVISERS, LP 319.9K +319.9K (+100.0%) 2.03M +2.0M (+100.0%) 0.70% +0.696 pp 0.00% +0.004 pp USD6.36 +0.0% 1 qtrs NEW
22 SEGALL BRYANT & HAMILL, LLC 308.8K +308.8K (+100.0%) 1.96M +2.0M (+100.0%) 0.67% +0.672 pp 0.03% +0.027 pp USD6.36 +0.0% 1 qtrs NEW
23 HILLSDALE INVESTMENT MANAGEMENT INC. 308.5K +308.5K (+100.0%) 1.96M +2.0M (+100.0%) 0.67% +0.671 pp 0.05% +0.054 pp USD6.36 +0.0% 1 qtrs NEW
24 NORTHERN TRUST CORP 299.8K +299.8K (+100.0%) 1.91M +1.9M (+100.0%) 0.65% +0.652 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
25 JACOBS LEVY EQUITY MANAGEMENT, INC 272.8K +272.8K (+100.0%) 1.73M +1.7M (+100.0%) 0.59% +0.594 pp 0.01% +0.007 pp USD6.36 +0.0% 1 qtrs NEW
26 TWO SIGMA INVESTMENTS, LP 266.5K +266.5K (+100.0%) 1.69M +1.7M (+100.0%) 0.58% +0.580 pp 0.00% +0.002 pp USD6.36 +0.0% 1 qtrs NEW
27 AMERICAN CENTURY COMPANIES INC 225.1K +225.1K (+100.0%) 1.43M +1.4M (+100.0%) 0.49% +0.490 pp 0.00% +0.001 pp USD6.36 +0.0% 1 qtrs NEW
28 GOLDMAN SACHS GROUP INC 222.8K +222.8K (+100.0%) 1.42M +1.4M (+100.0%) 0.48% +0.485 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
29 JPMORGAN CHASE & CO 138.1K +138.1K (+100.0%) 878.1K +878.1K (+100.0%) 0.30% +0.300 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
30 BANK OF NEW YORK MELLON CORP 138.0K +138.0K (+100.0%) 877.5K +877.5K (+100.0%) 0.30% +0.300 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
31 BRONTE CAPITAL MANAGEMENT PTY LTD. 123.6K +123.6K (+100.0%) 785.9K +785.9K (+100.0%) 0.27% +0.269 pp 0.08% +0.078 pp USD6.36 +0.0% 1 qtrs NEW
32 QUINN OPPORTUNITY PARTNERS LLC 115.8K +115.8K (+100.0%) 736.3K +736.3K (+100.0%) 0.25% +0.252 pp 0.03% +0.031 pp USD6.36 +0.0% 1 qtrs NEW
33 GSA CAPITAL PARTNERS LLP 89.1K +89.1K (+100.0%) 566.0K +566.0K (+100.0%) 0.19% +0.194 pp 0.05% +0.049 pp USD6.36 +0.0% 1 qtrs NEW
34 NUVEEN, LLC 88.9K +88.9K (+100.0%) 565.1K +565.1K (+100.0%) 0.19% +0.193 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
35 QUANTINNO CAPITAL MANAGEMENT LP 76.7K +76.7K (+100.0%) 487.8K +487.8K (+100.0%) 0.17% +0.167 pp 0.00% +0.001 pp USD6.36 +0.0% 1 qtrs NEW
36 PUBLIC SECTOR PENSION INVESTMENT BOARD 76.0K +76.0K (+100.0%) 483.1K +483.1K (+100.0%) 0.17% +0.165 pp 0.00% +0.002 pp USD6.36 +0.0% 1 qtrs NEW
37 MARSHALL WACE, LLP 69.8K +69.8K (+100.0%) 443.8K +443.8K (+100.0%) 0.15% +0.152 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
38 AMERIPRISE FINANCIAL INC 67.5K +67.5K (+100.0%) 429.5K +429.5K (+100.0%) 0.15% +0.147 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
39 BARCLAYS PLC 60.9K +60.9K (+100.0%) 387.6K +387.6K (+100.0%) 0.13% +0.133 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
40 ALLIANCEBERNSTEIN L.P. 60.2K +60.2K (+100.0%) 382.6K +382.6K (+100.0%) 0.13% +0.131 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
41 SEI INVESTMENTS CO 47.5K +47.5K (+100.0%) 301.8K +301.8K (+100.0%) 0.10% +0.103 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
42 RHUMBLINE ADVISERS 47.0K +47.0K (+100.0%) 299.1K +299.1K (+100.0%) 0.10% +0.102 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
43 THOMPSON SIEGEL & WALMSLEY LLC 45.5K +45.5K (+100.0%) 290.0K +290.0K (+100.0%) 0.10% +0.099 pp 0.00% +0.005 pp USD6.36 +0.0% 1 qtrs NEW
44 FNY INVESTMENT ADVISERS, LLC 44.8K +44.8K (+100.0%) 284.0K +284.0K (+100.0%) 0.10% +0.097 pp 0.08% +0.080 pp USD6.36 +0.0% 1 qtrs NEW
45 WELLS FARGO & COMPANY/MN 43.4K +43.4K (+100.0%) 275.7K +275.7K (+100.0%) 0.09% +0.094 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
46 IEQ CAPITAL, LLC 41.0K +41.0K (+100.0%) 260.8K +260.8K (+100.0%) 0.09% +0.089 pp 0.00% +0.001 pp USD6.36 +0.0% 1 qtrs NEW
47 RUSSELL INVESTMENTS GROUP, LTD. 37.5K +37.5K (+100.0%) 238.7K +238.7K (+100.0%) 0.08% +0.082 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
48 JANE STREET GROUP, LLC 35.2K +35.2K (+100.0%) 224.0K +224.0K (+100.0%) 0.08% +0.077 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
49 BRIDGEWAY CAPITAL MANAGEMENT, LLC 32.8K +32.8K (+100.0%) 208.6K +208.6K (+100.0%) 0.07% +0.071 pp 0.00% +0.004 pp USD6.36 +0.0% 1 qtrs NEW
50 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 31.1K +— (+0.0%) 197.5K +25.2K (+14.6%) 0.07% +0.068 pp 0.00% +0.000 pp USD5.55 +14.6% 2 qtrs
51 BANK OF AMERICA CORP /DE/ 30.1K +30.1K (+100.0%) 191.3K +191.3K (+100.0%) 0.07% +0.066 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
52 OCCUDO QUANTITATIVE STRATEGIES LP 29.7K +29.7K (+100.0%) 188.7K +188.7K (+100.0%) 0.06% +0.065 pp 0.01% +0.013 pp USD6.36 +0.0% 1 qtrs NEW
53 DEUTSCHE BANK AG\ 28.4K +28.4K (+100.0%) 180.6K +180.6K (+100.0%) 0.06% +0.062 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
54 SOWELL FINANCIAL SERVICES LLC 26.5K +26.5K (+100.0%) 168.5K +168.5K (+100.0%) 0.06% +0.058 pp 0.01% +0.006 pp USD6.36 +0.0% 1 qtrs NEW
55 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 26.2K +26.2K (+100.0%) 166.4K +166.4K (+100.0%) 0.06% +0.057 pp 0.00% +0.001 pp USD6.36 +0.0% 1 qtrs NEW
56 RENAISSANCE TECHNOLOGIES LLC 25.9K +25.9K (+100.0%) 164.7K +164.7K (+100.0%) 0.06% +0.056 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
57 SCHONFELD STRATEGIC ADVISORS LLC 21.9K +21.9K (+100.0%) 139.3K +139.3K (+100.0%) 0.05% +0.048 pp 0.00% +0.001 pp USD6.36 +0.0% 1 qtrs NEW
58 CITADEL ADVISORS LLC 21.7K +21.7K (+100.0%) 137.8K +137.8K (+100.0%) 0.05% +0.047 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
59 UBS GROUP AG 19.9K +19.9K (+100.0%) 126.5K +126.5K (+100.0%) 0.04% +0.043 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
60 SUSQUEHANNA INTERNATIONAL GROUP, LLP 19.7K +19.7K (+100.0%) 125.6K +125.6K (+100.0%) 0.04% +0.043 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
61 CWM, LLC 18.6K +18.6K (+100.0%) 118.0K +118.0K (+100.0%) 0.04% +0.040 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
62 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 17.1K +17.1K (+100.0%) 109.0K +109.0K (+100.0%) 0.04% +0.037 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
63 INTECH INVESTMENT MANAGEMENT LLC 16.0K +16.0K (+100.0%) 102.1K +102.1K (+100.0%) 0.03% +0.035 pp 0.00% +0.001 pp USD6.36 +0.0% 1 qtrs NEW
64 R SQUARED LTD 15.7K +15.7K (+100.0%) 99.9K +99.9K (+100.0%) 0.03% +0.034 pp 0.05% +0.047 pp USD6.36 +0.0% 1 qtrs NEW
65 BNP PARIBAS ARBITRAGE, SNC 15.6K +15.6K (+100.0%) 99.4K +99.4K (+100.0%) 0.03% +0.034 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
66 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15.5K +15.5K (+100.0%) 98.3K +98.3K (+100.0%) 0.03% +0.034 pp 0.00% +0.001 pp USD6.36 +0.0% 1 qtrs NEW
67 ROCKEFELLER CAPITAL MANAGEMENT L.P. 15.4K +15.4K (+100.0%) 98.1K +98.1K (+100.0%) 0.03% +0.034 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
68 CERITY PARTNERS LLC 15.4K +15.4K (+100.0%) 97.9K +97.9K (+100.0%) 0.03% +0.034 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
69 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15.1K +15.1K (+100.0%) 93.1K +93.1K (+100.0%) 0.03% +0.033 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
70 METLIFE INVESTMENT MANAGEMENT, LLC 14.0K +14.0K (+100.0%) 88.9K +88.9K (+100.0%) 0.03% +0.030 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
71 CETERA INVESTMENT ADVISERS 12.6K +12.6K (+100.0%) 80.1K +80.1K (+100.0%) 0.03% +0.027 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
72 INVESCO LTD. 12.5K +12.5K (+100.0%) 79.3K +79.3K (+100.0%) 0.03% +0.027 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
73 MANUFACTURERS LIFE INSURANCE COMPANY, THE 12.2K +12.2K (+100.0%) 77.6K +77.6K (+100.0%) 0.03% +0.027 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
74 JUMP FINANCIAL, LLC 12.0K +12.0K (+100.0%) 76.3K +76.3K (+100.0%) 0.03% +0.026 pp 0.00% +0.001 pp USD6.36 +0.0% 1 qtrs NEW
75 HRT FINANCIAL LP 11.7K +11.7K (+100.0%) 74.0K +74.0K (+100.0%) 0.03% +0.025 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
76 PFG INVESTMENTS, LLC 11.2K +11.2K (+100.0%) 71.1K +71.1K (+100.0%) 0.02% +0.024 pp 0.00% +0.003 pp USD6.36 +0.0% 1 qtrs NEW
77 QUADRATURE CAPITAL LTD 10.7K +10.7K (+100.0%) 68.0K +68.0K (+100.0%) 0.02% +0.023 pp 0.00% +0.001 pp USD6.36 +0.0% 1 qtrs NEW
78 CREATIVE PLANNING 10.2K +10.2K (+100.0%) 65.1K +65.1K (+100.0%) 0.02% +0.022 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
79 M&T BANK CORP 10.2K +10.2K (+100.0%) 65.0K +65.0K (+100.0%) 0.02% +0.022 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
80 FMR LLC 9.4K +9.4K (+100.0%) 60.0K +60.0K (+100.0%) 0.02% +0.021 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
81 NEW YORK STATE COMMON RETIREMENT FUND 8.9K +8.9K (+100.0%) 56.7K +56.7K (+100.0%) 0.02% +0.019 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
82 CLEARSTEAD ADVISORS, LLC 7.7K +7.7K (+100.0%) 49.2K +49.2K (+100.0%) 0.02% +0.017 pp 0.00% +0.001 pp USD6.36 +0.0% 1 qtrs NEW
83 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 7.0K +7.0K (+100.0%) 44.7K +44.7K (+100.0%) 0.02% +0.015 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
84 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 7.0K +7.0K (+100.0%) 44.0K +44.0K (+100.0%) 0.02% +0.015 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
85 AMERITAS INVESTMENT PARTNERS, INC. 3.7K +3.7K (+100.0%) 23.4K +23.4K (+100.0%) 0.01% +0.008 pp 0.00% +0.001 pp USD6.36 +0.0% 1 qtrs NEW
86 LEGAL & GENERAL GROUP PLC 3.5K +3.5K (+100.0%) 22.1K +22.1K (+100.0%) 0.01% +0.008 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
87 AMERICAN CAPITAL ADVISORY, LLC 2.6K +2.6K (+100.0%) 16.5K +16.5K (+100.0%) 0.01% +0.006 pp 0.01% +0.007 pp USD6.36 +0.0% 1 qtrs NEW
88 ROYAL BANK OF CANADA 2.4K +2.4K (+100.0%) 15.0K +15.0K (+100.0%) 0.01% +0.005 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
89 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2.3K +2.3K (+100.0%) 14.4K +14.4K (+100.0%) 0.00% +0.005 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
90 STERLING CAPITAL MANAGEMENT LLC 2.1K +2.1K (+100.0%) 13.5K +13.5K (+100.0%) 0.00% +0.005 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
91 TOWER RESEARCH CAPITAL LLC (TRC) 1.8K +1.8K (+100.0%) 11.2K +11.2K (+100.0%) 0.00% +0.004 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
92 GAMMA INVESTING LLC 1.7K +1.7K (+100.0%) 10.5K +10.5K (+100.0%) 0.00% +0.004 pp 0.00% +0.001 pp USD6.36 +0.0% 1 qtrs NEW
93 VERSANT CAPITAL MANAGEMENT, INC 1.6K +1.6K (+100.0%) 10.0K +10.0K (+100.0%) 0.00% +0.003 pp 0.00% +0.001 pp USD6.36 +0.0% 1 qtrs NEW
94 FARTHER FINANCE ADVISORS, LLC 1.4K +1.4K (+100.0%) 8.8K +8.8K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
95 EVERSOURCE WEALTH ADVISORS, LLC 1.3K +1.3K (+100.0%) 8.3K +8.3K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
96 AMALGAMATED BANK 1.2K +1.2K (+100.0%) 7.0K +7.0K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
97 PARALLEL ADVISORS, LLC 975.00 +975.0 (+100.0%) 6.2K +6.2K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
98 SRS CAPITAL ADVISORS, INC. 907.00 +907.0 (+100.0%) 5.8K +5.8K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
99 CITIGROUP INC 835.00 +835.0 (+100.0%) 5.3K +5.3K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD6.36 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 60 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.04% 574.2K 0.60%
2 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.03% 3.5K 0.29%
3 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.03% 274.5K 0.20%
4 iShares Russell 2000 Value ETF IWN 0.01% 1.95M 0.24%
5 WisdomTree U.S. SmallCap Dividend Fund DES 0.01% 216.2K 0.38%
6 Avantis U.S. Small Cap Equity ETF AVSC 0.01% 289.9K 0.25%
7 Vanguard Russell 2000 Value ETF VTWV 0.01% 117.0K 0.06%
8 iShares Russell 2000 BuyWrite ETF IWMW 0.01% 3.7K 0.39%
9 iShares Russell 2000 ETF IWM 0.01% 5.37M 0.19%
10 iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO 0.01% 35.1K 0.36%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.21
Neutral
Ratio by volume
3.00
Bullish
Buys
17
Sells
14
Shares acquired
459.5K
Shares disposed
32.9K
Cash buys
Cash sales
Net activity
+426,681
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
2026-03-05 Miller Jeanette L Officer F-InKind D Common Stock 4,126 6.44 26.6K 84,144 D
2026-03-05 McCoy James Paul Officer F-InKind D Common Stock 4,517 6.44 29.1K 67,926 D
2026-03-05 Hoffmann Michael J. Officer F-InKind D Common Stock 8,939 6.44 57.6K 120,796 D
2026-03-05 Doran Sarah C. Officer F-InKind D Common Stock 8,741 6.44 56.3K 208,172 D
2026-03-05 D'Orazio Frank Director / Officer F-InKind D Common Stock 14,128 6.44 91.0K 546,399 D
2026-03-04 Sutherland Todd Randell Officer A-Award A Common Stock 28,818 0.00 96,230 D
2026-03-04 Miller Jeanette L Officer A-Award A Common Stock 26,714 0.00 88,270 D
2026-03-04 Migliorato Peter B. Director A-Award A Common Stock 14,409 0.00 53,610 D
2026-03-04 McCoy James Paul Officer A-Award A Common Stock 18,912 0.00 72,443 D
2026-03-04 Langwell Dennis J. Director A-Award A Common Stock 14,409 0.00 35,418 D
2026-03-04 LaSala Christine Director A-Award A Common Stock 21,613 0.00 82,371 D
2026-03-04 Hoffmann Michael J. Officer A-Award A Common Stock 32,799 0.00 129,735 D
2026-03-04 Gould Kirstin Director A-Award A Common Stock 14,409 0.00 44,699 D
2026-03-04 Doran Sarah C. Officer A-Award A Common Stock 42,446 0.00 216,913 D
2026-03-04 D'Orazio Frank Director / Officer A-Award A Common Stock 143,461 0.00 560,527 D
2026-03-04 Crow Michael E Officer A-Award A Common Stock 41,686 0.00 101,019 D
2026-03-04 Cavaness Joel D Director A-Award A Common Stock 14,409 0.00 19,888 D
2026-03-04 Brown Thomas Lynn Director A-Award A Common Stock 14,409 0.00 44,549 D
2026-03-02 Miller Jeanette L Officer F-InKind D Common Stock 1,054 7.13 7.5K 61,556 D
2026-03-02 Hoffmann Michael J. Officer F-InKind D Common Stock 1,853 7.13 13.2K 96,936 D
2026-03-02 Doran Sarah C. Officer F-InKind D Common Stock 2,728 7.13 19.5K 174,467 D
2026-03-02 D'Orazio Frank Director / Officer F-InKind D Common Stock 4,793 7.13 34.2K 417,066 D
2026-03-01 Miller Jeanette L Officer F-InKind D Common Stock 482 7.00 3.4K 61,038 D
2026-03-01 McCoy James Paul Officer F-InKind D Common Stock 1,771 7.00 12.4K 53,531 D
2026-03-01 Hoffmann Michael J. Officer F-InKind D Common Stock 1,274 7.00 8.9K 95,899 D
2026-03-01 Doran Sarah C. Officer F-InKind D Common Stock 1,246 7.00 8.7K 172,393 D
2026-03-01 D'Orazio Frank Director / Officer F-InKind D Common Stock 2,332 7.00 16.3K 414,292 D
2026-03-01 Crow Michael E Officer F-InKind D Common Stock 1,111 7.00 7.8K 59,333 D
2025-11-09 McCoy James Paul Officer F-InKind D Common Shares 1,130 5.51 6.2K 55,302 D
2025-08-06 Sutherland Todd Randell Officer A-Award A Common Shares 42,955 0.00 67,412 D
2025-07-24 Cavaness Joel D Director A-Award A Common Shares 5,479 0.00 5,479 D
2025-07-21 Cavaness Joel D Director Common Shares 0 0.00 0 D
2025-06-02 Sutherland Todd Randell Officer P-Purchase A Common Shares 17,000 5.87 99.8K 24,457 D
2025-05-20 Migliorato Peter B. Director P-Purchase A Common Shares 18,500 5.46 101.1K 39,201 D
2025-05-19 LaSala Christine Director P-Purchase A Common Shares 29,125 5.23 152.2K 60,758 D
2025-05-15 D'Orazio Frank Director / Officer P-Purchase A Common Shares 100,000 4.75 474.6K 416,624 D
2025-05-05 Sutherland Todd Randell Officer Common Shares 0 0.00 7,457 D
2025-03-05 Schmitzer Richard Officer A-Award A Common Shares 91,026 0.00 353,522 D
2025-03-05 Miller Jeanette L Officer A-Award A Common Shares 36,684 0.00 61,520 D
2025-03-05 Migliorato Peter B. Director A-Award A Common Shares 13,586 0.00 20,701 D
2025-03-05 McCoy James Paul Officer A-Award A Common Shares 35,665 0.00 56,432 D
2025-03-05 Langwell Dennis J. Director A-Award A Common Shares 13,586 0.00 21,009 D
2025-03-05 LaSala Christine Director A-Award A Common Shares 27,173 0.00 31,633 D
2025-03-05 Hoffmann Michael J. Officer A-Award A Common Shares 60,054 0.00 97,173 D
2025-03-05 Gould Kirstin Director A-Award A Common Shares 13,586 0.00 30,290 D
2025-03-05 Doran Sarah C. Officer A-Award A Common Shares 77,717 0.00 173,639 D
2025-03-05 D'Orazio Frank Director / Officer A-Award A Common Shares 131,334 0.00 316,624 D
2025-03-05 Brown Thomas Lynn Director A-Award A Common Shares 13,586 0.00 30,140 D
2025-03-05 Bowman William K Officer A-Award A Common Shares 40,760 0.00 62,305 D
2025-03-02 Schmitzer Richard Officer F-InKind D Common Shares 3,144 4.95 15.6K 262,496 D
2025-03-02 Miller Jeanette L Officer F-InKind D Common Shares 1,141 4.95 5.6K 24,836 D
2025-03-02 Hoffmann Michael J. Officer F-InKind D Common Shares 2,226 4.95 11.0K 37,119 D
2025-03-02 Doran Sarah C. Officer F-InKind D Common Shares 2,783 4.95 13.8K 95,922 D
2025-03-02 D'Orazio Frank Director / Officer F-InKind D Common Shares 7,490 4.95 37.1K 185,290 D
2025-03-02 Crow Michael E Officer F-InKind D Common Shares 1,111 4.95 5.5K 60,444 D
2025-03-02 Bowman William K Officer F-InKind D Common Shares 567 4.95 2.8K 21,545 D
2025-03-01 Schmitzer Richard Officer F-InKind D Common Shares 1,545 4.95 7.6K 269,650 D
2025-03-01 Miller Jeanette L Officer F-InKind D Common Shares 485 4.95 2.4K 27,539 D
2025-03-01 McCoy James Paul Officer F-InKind D Common Shares 1,755 4.95 8.7K 20,767 D
2025-03-01 Hoffmann Michael J. Officer F-InKind D Common Shares 1,075 4.95 5.3K 42,151 D
2025-03-01 Doran Sarah C. Officer F-InKind D Common Shares 3,308 4.95 16.4K 98,705 D
2025-03-01 D'Orazio Frank Director / Officer F-InKind D Common Shares 5,938 4.95 29.4K 192,780 D
2025-03-01 Crow Michael E Officer F-InKind D Common Shares 915 4.95 4.5K 62,656 D
2025-03-01 Bowman William K Officer F-InKind D Common Shares 1,735 4.95 8.6K 22,112 D
2024-11-11 Gallatin Point Capital LLC Director M-Exempt D Series A Perpetual Cumulative Convertible Preferred Shares 37,500 6.40 240.0K 112,500 I
2024-11-11 Botein Matthew Director M-Exempt A Common Shares 5,859,375 6.40 37.50M 5,859,375 I
2024-11-09 McCoy James Paul Officer F-InKind D Common Shares 1,050 6.55 6.9K 22,522 D
2024-07-25 LaSala Christine Director A-Award A Common Shares 4,460 0.00 4,460
2024-07-05 LaSala Christine Director D Common Shares 0 0.00 0
2024-04-16 Heinlein Daniel Officer D-Return D Common Shares 30,626 8.81 269.8K 29,748
2024-04-01 Heinlein Daniel Officer A-Award A Common Shares 19,181 0.00 60,374
2024-03-02 Schmitzer Richard Officer F-InKind D Common Shares 3,132 9.80 30.7K 271,195
2024-03-02 Miller Jeanette L Officer F-InKind D Common Shares 1,149 9.80 11.3K 28,024
2024-03-02 Hoffmann Michael J. Officer F-InKind D Common Shares 2,188 9.80 21.4K 43,226
2024-03-02 Heinlein Daniel Officer F-InKind D Common Shares 2,472 9.80 24.2K 41,193
2024-03-02 Doran Sarah C. Officer F-InKind D Common Shares 2,824 9.80 27.7K 103,269
2024-03-02 D'Orazio Frank Director / Officer F-InKind D Common Shares 6,666 9.80 65.3K 200,918
2024-03-02 Crow Michael E Officer F-InKind D Common Shares 1,293 9.80 12.7K 63,571
2024-03-02 Bowman William K Officer F-InKind D Common Shares 571 9.80 5.6K 24,357
2024-03-01 Sherman Ollie L. Jr. Director A-Award A Common Shares 10,204 0.00 28,654
2024-03-01 Schmitzer Richard Officer A-Award A Common Shares 34,181 0.00 275,786
2024-03-01 Roberts Patricia H Director A-Award A Common Shares 5,102 0.00 18,002
2024-03-01 Miller Jeanette L Officer A-Award A Common Shares 13,775 0.00 29,662
2024-03-01 Migliorato Peter B. Director A-Award A Common Shares 5,102 0.00 7,115
2024-03-01 McCoy James Paul Officer A-Award A Common Shares 13,392 0.00 23,572
2024-03-01 Langwell Dennis J. Director A-Award A Common Shares 5,102 0.00 7,423
2024-03-01 Hoffmann Michael J. Officer A-Award A Common Shares 22,551 0.00 46,482
2024-03-01 Heinlein Daniel Officer F-InKind D Common Shares 923 9.80 9.0K 43,665
2024-03-01 Gould Kirstin Director A-Award A Common Shares 5,102 0.00 16,704
2024-03-01 Doran Sarah C. Officer F-InKind D Common Shares 1,265 9.80 12.4K 106,093
2024-03-01 D'Orazio Frank Director / Officer A-Award A Common Shares 49,317 0.00 209,837
2024-03-01 Crow Michael E Officer F-InKind D Common Shares 1,127 9.80 11.0K 64,864
2024-03-01 Brown Thomas Lynn Director A-Award A Common Shares 5,102 0.00 16,554
2024-03-01 Bowman William K Officer A-Award A Common Shares 15,306 0.00 25,442
2024-02-17 Schmitzer Richard Officer F-InKind D Common Shares 775 10.61 8.2K 241,605
2024-02-17 Miller Jeanette L Officer F-InKind D Common Shares 228 10.61 2.4K 15,887
2024-02-17 Heinlein Daniel Officer F-InKind D Common Shares 425 10.61 4.5K 44,588
2024-02-17 Doran Sarah C. Officer F-InKind D Common Shares 569 10.61 6.0K 78,175
2024-02-17 Crow Michael E Officer F-InKind D Common Shares 492 10.61 5.2K 65,991
2024-02-17 Bowman William K Officer F-InKind D Common Shares 106 10.61 1.1K 10,136
2024-01-01 McCoy James Paul Officer D Common Shares 0 0.00 10,180
2023-12-19 Langwell Dennis J. Director A-Award A Common Shares 2,321 0.00 2,321
2023-12-05 Bowman William K Officer D Common Shares 0 0.00 10,242
2023-11-02 D'Orazio Frank Director / Officer F-InKind D Common Shares 10,686 14.09 150.6K 160,520
2023-10-28 Doran Sarah C. Officer F-InKind D Common Shares 1,210 13.55 16.4K 78,744
2023-10-26 Gelinne David B Officer F-InKind D Common Shares 2,615 14.05 36.7K 25,267
2023-08-09 Sherman Ollie L. Jr. Director A-Award A Common Shares 3,201 0.00 18,450
2023-04-05 Langwell Dennis J. Director D Common Shares 0 0.00 0
2023-03-02 Schmitzer Richard Officer F-InKind D Common Shares 3,144 24.51 77.1K 242,380
2023-03-02 Miller Jeanette L Officer F-InKind D Common Shares 1,157 24.51 28.4K 16,115
2023-03-02 McCafferty Terence M. Officer F-InKind D Common Shares 1,900 24.51 46.6K 47,780
2023-03-02 Hoffmann Michael J. Officer F-InKind D Common Shares 2,187 24.51 53.6K 23,931
2023-03-02 Heinlein Daniel Officer F-InKind D Common Shares 2,478 24.51 60.7K 45,013
2023-03-02 Doran Sarah C. Officer F-InKind D Common Shares 2,803 24.51 68.7K 79,954
2023-03-02 D'Orazio Frank Director / Officer F-InKind D Common Shares 5,041 24.51 123.6K 171,206
2023-03-02 Crow Michael E Officer F-InKind D Common Shares 1,125 24.51 27.6K 66,483
2023-03-01 Sherman Ollie L. Jr. Director A-Award A Common Shares 2,013 0.00 15,249
2023-03-01 Schmitzer Richard Officer A-Award A Common Shares 13,089 0.00 245,524
2023-03-01 Roberts Patricia H Director A-Award A Common Shares 2,013 0.00 12,900
2023-03-01 Oakes Michael T Director A-Award A Common Shares 2,013 0.00 21,455
2023-03-01 Miller Jeanette L Officer A-Award A Common Shares 4,277 0.00 17,272
2023-03-01 Migliorato Peter B. Director A-Award A Common Shares 2,013 0.00 2,013
2023-03-01 McCafferty Terence M. Officer A-Award A Common Shares 8,457 0.00 49,680
2023-03-01 Hoffmann Michael J. Officer A-Award A Common Shares 8,558 0.00 26,118
2023-03-01 Heinlein Daniel Officer A-Award A Common Shares 7,349 0.00 47,491
2023-03-01 Gould Kirstin Director A-Award A Common Shares 2,013 0.00 11,602
2023-03-01 Doran Sarah C. Officer A-Award A Common Shares 11,075 0.00 82,757
2023-03-01 D'Orazio Frank Director / Officer A-Award A Common Shares 18,626 0.00 176,247
2023-03-01 Crow Michael E Officer A-Award A Common Shares 9,869 0.00 67,608
2023-03-01 Brown Thomas Lynn Director A-Award A Common Shares 2,013 0.00 11,452
2023-02-19 Schmitzer Richard Officer F-InKind D Common Shares 1,270 22.74 28.9K 232,435
2023-02-19 Miller Jeanette L Officer F-InKind D Common Shares 123 22.74 2.8K 12,995
2023-02-19 McCafferty Terence M. Officer F-InKind D Common Shares 921 22.74 20.9K 41,223
2023-02-19 Heinlein Daniel Officer F-InKind D Common Shares 925 22.74 21.0K 40,142
2023-02-19 Doran Sarah C. Officer F-InKind D Common Shares 1,094 22.74 24.9K 71,682
2023-02-19 Crow Michael E Officer F-InKind D Common Shares 555 22.74 12.6K 57,739
2023-02-17 Schmitzer Richard Officer F-InKind D Common Shares 775 22.74 17.6K 233,705
2023-02-17 Miller Jeanette L Officer F-InKind D Common Shares 229 22.74 5.2K 13,118
2023-02-17 McCafferty Terence M. Officer F-InKind D Common Shares 885 22.74 20.1K 42,144
2023-02-17 Heinlein Daniel Officer F-InKind D Common Shares 413 22.74 9.4K 41,067
2023-02-17 Doran Sarah C. Officer F-InKind D Common Shares 573 22.74 13.0K 72,776
2023-02-17 Crow Michael E Officer F-InKind D Common Shares 496 22.74 11.3K 58,294
2023-01-06 Gallatin Point Capital LLC Director I Series A Perpetual Cumulative Convertible Preferred Shares 5,640,158 26.60 150.00M
2023-01-06 Botein Matthew Director I Series A Perpetual Cumulative Convertible Preferred Shares 5,640,158 26.60 150.00M
2022-11-04 Gould Kirstin Director P-Purchase A Common Shares 3,000 23.05 69.1K 9,589
2022-11-04 Brown Thomas Lynn Director P-Purchase A Common Shares 2,000 23.03 46.1K 9,439
2022-11-03 Gelinne David B Officer A-Award A Common Shares 15,230 0.00 27,882
2022-11-02 D'Orazio Frank Officer F-InKind D Common Shares 10,694 23.93 255.9K 157,621
2022-10-28 Doran Sarah C. Officer F-InKind D Common Shares 1,219 24.99 30.5K 73,349
2022-10-26 Gelinne David B Officer F-InKind D Common Shares 2,615 23.15 60.5K 12,652
2022-10-25 Migliorato Peter B. Director D Common Shares 0 0.00 0
2022-03-11 Roberts Patricia H Director P-Purchase A Common Shares 1,105 22.18 24.5K 10,887
2022-03-10 Sherman Ollie L. Jr. Director P-Purchase A Common Shares 4,800 21.49 103.2K 13,236
2022-03-10 Cowell Janet Raye Director P-Purchase A Common Shares 915 21.76 19.9K 10,141
2022-03-04 Schmitzer Richard Officer P-Purchase A Common Shares 12,450 20.31 252.9K 234,480
2022-03-04 Romann Gould Kirstin Director P-Purchase A Common Shares 1,350 21.35 28.8K 6,589
2022-03-04 Doran Sarah C. Officer P-Purchase A Common Shares 4,800 20.16 96.8K 74,568
2022-03-04 Brown Thomas Lynn Director P-Purchase A Common Shares 2,000 19.98 40.0K 7,439
2022-03-03 Srinivasan Sundar Director P-Purchase A Common Shares 6,250 20.72 129.5K 12,020
2022-03-03 Abram J Adam Director P-Purchase A Common Shares 24,000 20.39 489.5K 482,943
2022-03-02 Srinivasan Sundar Director A-Award A Common Shares 2,439 0.00 5,770
2022-03-02 Sherman Ollie L. Jr. Director A-Award A Common Shares 2,439 0.00 8,436
2022-03-02 Schmitzer Richard Officer A-Award A Common Shares 31,336 0.00 222,030
2022-03-02 Romann Gould Kirstin Director A-Award A Common Shares 2,439 0.00 2,439
2022-03-02 Roberts Patricia H Director A-Award A Common Shares 2,439 0.00 9,782
2022-03-02 Oakes Michael T Director A-Award A Common Shares 2,439 0.00 19,442
2022-03-02 Miller Jeanette L Officer A-Award A Common Shares 10,060 0.00 13,347
2022-03-02 McCafferty Terence M. Officer A-Award A Common Shares 19,512 0.00 43,029
2022-03-02 Masters Jerry R Director A-Award A Common Shares 2,439 0.00 26,592
2022-03-02 Hoffmann Michael J. Officer A-Award A Common Shares 17,560 0.00 17,560
2022-03-02 Heinlein Daniel Officer A-Award A Common Shares 19,634 0.00 41,480
2022-03-02 Doran Sarah C. Officer A-Award A Common Shares 28,792 0.00 69,768
2022-03-02 D'Orazio Frank Officer A-Award A Common Shares 62,195 0.00 118,315
2022-03-02 Crow Michael E Officer A-Award A Common Shares 15,474 0.00 58,790
2022-03-02 Cowell Janet Raye Director A-Award A Common Shares 2,439 0.00 9,226
2022-03-02 Brown Thomas Lynn Director A-Award A Common Shares 2,439 0.00 5,439
2022-02-20 Schmitzer Richard Officer F-InKind D Common Shares 1,257 26.96 33.9K 190,694
2022-02-20 Miller Jeanette L Officer F-InKind D Common Shares 128 26.96 3.5K 3,287
2022-02-20 McCafferty Terence M. Officer F-InKind D Common Shares 514 26.96 13.9K 23,517
2022-02-20 Heinlein Daniel Officer F-InKind D Common Shares 951 26.96 25.6K 21,846
2022-02-20 Doran Sarah C. Officer F-InKind D Common Shares 1,050 26.96 28.3K 40,976
2022-02-20 Crow Michael E Officer F-InKind D Common Shares 475 26.96 12.8K 43,316
2022-02-19 Schmitzer Richard Officer F-InKind D Common Shares 1,234 26.96 33.3K 191,951
2022-02-19 Miller Jeanette L Officer F-InKind D Common Shares 123 26.96 3.3K 3,415
2022-02-19 McCafferty Terence M. Officer F-InKind D Common Shares 863 26.96 23.3K 24,031
2022-02-19 Heinlein Daniel Officer F-InKind D Common Shares 944 26.96 25.5K 22,797
2022-02-19 Doran Sarah C. Officer F-InKind D Common Shares 1,052 26.96 28.4K 42,026
2022-02-19 Crow Michael E Officer F-InKind D Common Shares 559 26.96 15.1K 43,791
2022-02-17 Schmitzer Richard Officer F-InKind D Common Shares 774 26.60 20.6K 193,185
2022-02-17 Miller Jeanette L Officer F-InKind D Common Shares 231 26.60 6.1K 3,538
2022-02-17 McCafferty Terence M. Officer F-InKind D Common Shares 891 26.60 23.7K 24,894
2022-02-17 Heinlein Daniel Officer F-InKind D Common Shares 419 26.60 11.1K 23,741
2022-02-17 Doran Sarah C. Officer F-InKind D Common Shares 576 26.60 15.3K 43,078
2022-02-17 Crow Michael E Officer F-InKind D Common Shares 499 26.60 13.3K 44,350
2021-12-07 Crow Michael E Officer M-Exempt A Common Shares 15,097 21.00 317.0K 57,818
2021-11-15 Hoffmann Michael J. Officer D Common Shares 0 0.00 0
2021-11-10 Brown Thomas Lynn Director P-Purchase A Common Share 3,000 29.16 87.5K 3,000
2021-11-06 McCafferty Terence M. Officer F-InKind D Common Shares 892 31.03 27.7K 25,785
2021-11-02 D'Orazio Frank Director / Officer F-InKind D Common Shares 6,549 32.33 211.7K 56,120
2021-10-28 Doran Sarah C. Officer F-InKind D Common Shares 1,230 31.99 39.3K 43,654

Executive team

Top executives
EBIT / Employee
114.9K
Shares Outstanding
45.97M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Frank N. D’Orazio, Chief Executive Officer 966.6K 966.6K 745.3K 30.7K 2.71M 35.68%
2 2024 Richard J. Schmitzer, Former President and Chief Executive Officer, Excess and Surplus Lines segment 670.0K 335.0K 669.9K 395.9K 29.8K 2.10M 31.89%
3 2024 Sarah C. Doran, Chief Financial Officer 572.0K 286.0K 572.0K 441.0K 28.4K 1.90M 30.11%
4 2024 Michael J. Hoffmann, Group Chief Underwriting Officer 442.0K 165.8K 442.0K 255.6K 30.8K 1.34M 33.08%
5 2024 William K. Bowman, Former President and Chief Executive Officer, Specialty Admitted Insurance segment 300.0K 150.0K 300.0K 279.3K 22.7K 1.05M 28.52%
6 2023 Frank N. D’Orazio, Chief Executive Officer 959.3K 925.0K 773.3K 63.1K 2.72M 34.00%
7 2023 Richard J. Schmitzer, President and Chief Executive Officer, Excess and Surplus Lines segment 666.6K 650.0K 556.1K 76.5K 1.95M 33.35%
8 2023 Richard J. Schmitzer, Former President and Chief Executive Officer, Excess and Surplus Lines segment 666.6K 650.0K 556.1K 76.5K 1.95M 33.35%
9 2023 Sarah C. Doran, Chief Financial Officer 568.3K 550.0K 457.6K 41.2K 1.62M 34.01%
10 2023 Terence M. McCafferty, Former President and Chief Executive Officer, Specialty Admitted Insurance segment 397.7K 420.0K 385.3K 143.2K 1.35M 31.20%
11 2023 Daniel J. Heinlein, Former President and Chief Executive Officer, JRG Re 373.7K 365.0K 269.6K 252.0K 1.26M 28.96%
12 2023 Michael J. Hoffmann, Group Chief Underwriting Officer 439.2K 425.0K 265.2K 27.9K 1.16M 36.72%
13 2022 Frank N. D’Orazio, Chief Executive Officer 912.5K 1.27M 881.2K 53.3K 3.12M 40.84%
14 2022 Richard J. Schmitzer, Former President and Chief Executive Officer, Excess and Surplus Lines segment 648.8K 642.4K 618.1K 86.7K 2.00M 32.19%
15 2022 Richard J. Schmitzer, President and Chief Executive Officer, Excess and Surplus Lines segment 648.8K 642.4K 618.1K 86.7K 2.00M 32.19%
16 2022 Sarah C. Doran, Chief Financial Officer 544.2K 590.2K 523.9K 48.7K 1.71M 34.58%
17 2022 Daniel J. Heinlein, President and Chief Executive Officer, Casualty Reinsurance segment 362.5K 402.5K 336.2K 280.3K 1.38M 29.14%
18 2022 Daniel J. Heinlein, Former President and Chief Executive Officer, JRG Re 362.5K 402.5K 336.2K 280.3K 1.38M 29.14%
19 2022 Terence M. McCafferty, Former President and Chief Executive Officer, Specialty Admitted Insurance segment 416.7K 400.0K 404.1K 35.1K 1.26M 31.85%
20 2022 Terence M. McCafferty, President and Chief Executive Officer, Specialty Admitted Insurance segment 416.7K 400.0K 404.1K 35.1K 1.26M 31.85%
21 2021 Richard J. Schmitzer, President and Chief Executive Officer, Excess and Surplus Lines segment 642.5K 312.9K 329.6K 195.4K 1.48M 22.26%
22 2021 Frank N. D’Orazio, Chief Executive Officer 850.0K 425.0K 43.0K 1.32M 0.00%
23 2021 Robert P. Myron Former President and Chief Operating Officer 408.3K 350.0K 469.2K 1.23M 28.51%
24 2021 Terence M. McCafferty, Former President and Chief Executive Officer, Specialty Admitted Insurance segment 397.7K 320.0K 386.2K 36.3K 1.14M 33.87%
25 2021 Terence M. McCafferty, President and Chief Executive Officer, Specialty Admitted Insurance segment 397.7K 320.0K 386.2K 36.3K 1.14M 33.87%
26 2021 Sarah C. Doran, Chief Financial Officer 512.5K 257.5K 250.0K 35.6K 1.06M 23.68%
27 2021 Daniel J. Heinlein, Former President and Chief Executive Officer, JRG Re 348.3K 175.0K 169.9K 226.3K 919.5K 18.48%
28 2021 Daniel J. Heinlein, President and Chief Executive Officer, Casualty Reinsurance segment 348.3K 175.0K 169.9K 226.3K 919.5K 18.48%
29 2020 Frank N. D’Orazio, Chief Executive Officer 141.7K 200.0K 3.00M 113.00 3.34M 89.77%
30 2020 J. Adam Abram, Chairman and Chief Executive Officer 708.3K 708.3K 850.0K 570.2K 2.84M 29.96%
31 2020 Robert P. Myron Former President and Chief Operating Officer 691.7K 350.0K 650.0K 446.6K 2.14M 30.40%
32 2020 Robert P. Myron, President and Chief Operating Officer 691.7K 350.0K 650.0K 446.6K 2.14M 30.40%
33 2020 Sarah C. Doran, Chief Financial Officer 491.7K 250.0K 1.10M 67.3K 1.91M 57.62%
34 2020 Richard J. Schmitzer, President and Chief Executive Officer, Excess and Surplus Lines segment 625.8K 312.9K 542.5K 185.7K 1.67M 32.54%
35 2020 Richard Schmitzer, President and Chief Executive Officer Excess and Surplus Lines segment 625.8K 312.9K 542.5K 185.7K 1.67M 32.54%
36 2020 Terence McCafferty, President and Chief Executive Officer Specialty Admitted Insurance segment 384.4K 288.3K 375.0K 27.1K 1.07M 34.89%
37 2020 Terence M. McCafferty, President and Chief Executive Officer, Specialty Admitted Insurance segment 384.4K 288.3K 375.0K 27.1K 1.07M 34.89%
38 2020 Daniel Heinlein, President and Chief Executive Officer, Casualty Reinsurance segment 338.3K 170.0K 330.0K 222.8K 1.06M 31.10%
39 2020 Daniel J. Heinlein, President and Chief Executive Officer, Casualty Reinsurance segment 338.3K 170.0K 330.0K 222.8K 1.06M 31.10%
40 2019 Robert P. Myron Former President and Chief Operating Officer 709.4K 750.0K 497.0K 1.96M 38.33%
41 2019 Robert P. Myron, President and Chief Operating Officer 709.4K 750.0K 497.0K 1.96M 38.33%
42 2019 J. Adam Abram, Chairman and Chief Executive Officer 348.2K 999.9K 230.3K 1.58M 63.35%
43 2019 Sarah C. Doran, Chief Financial Officer 450.0K 410.0K 450.0K 49.5K 1.36M 33.10%
44 2019 Terence M. McCafferty, President and Chief Executive Officer, Specialty Admitted Insurance segment 375.0K 375.0K 220.0K 308.8K 1.28M 17.20%
45 2019 Terence McCafferty, President and Chief Executive Officer Specialty Admitted Insurance segment 375.0K 375.0K 220.0K 308.8K 1.28M 17.20%
46 2019 Richard J. Schmitzer, President and Chief Executive Officer, Excess and Surplus Lines segment 537.9K 526.8K 211.0K 1.28M 41.29%
47 2019 Richard Schmitzer, President and Chief Executive Officer Excess and Surplus Lines segment 537.9K 526.8K 211.0K 1.28M 41.29%
48 2019 Daniel Heinlein, President and Chief Executive Officer, Casualty Reinsurance segment 328.3K 255.0K 320.0K 232.2K 1.14M 28.18%
49 2019 Daniel J. Heinlein, President and Chief Executive Officer, Casualty Reinsurance segment 328.3K 255.0K 320.0K 232.2K 1.14M 28.18%
50 2018 Robert P. Myron, President and Chief Operating Officer 750.0K 750.0K 3.00M 432.9K 4.93M 60.82%
51 2018 Robert P. Myron, President and Chief Executive Officer 750.0K 750.0K 3.00M 432.9K 4.93M 60.82%
52 2018 Richard Schmitzer, President and Chief Executive Officer Excess and Surplus Lines segment 524.2K 525.0K 511.5K 188.6K 1.75M 29.24%
53 2018 Dennis Johnson, Former President and Chief Executive Officer, Casualty Reinsurance segment (current Chief Underwriting Officer of Specialty Admitted Insurance segment) 436.8K 440.0K 250.0K 154.7K 1.28M 19.51%
54 2018 Daniel Heinlein, President and Chief Executive Officer, Casualty Reinsurance segment 295.0K 320.0K 163.5K 203.8K 982.4K 16.64%
55 2018 Sarah C. Doran, Chief Financial Officer 450.0K 450.0K 52.1K 952.1K 0.00%
56 2018 Steven J. Hartman, Former President and Chief Executive Officer Specialty Admitted Insurance segment 397.2K 400.0K 115.0K 912.2K 43.85%
57 2018 Terence McCafferty, President and Chief Executive Officer Specialty Admitted Insurance segment 75.5K 175.0K 355.0K 24.8K 630.3K 56.32%
58 2017 J. Adam Abram, Chief Executive Officer and Chairman of the Board 844.6K 824.0K 542.5K 2.21M 37.27%
59 2017 J. Adam Abram, Chairman and Chief Executive Officer 844.6K 824.0K 542.5K 2.21M 37.27%
60 2017 Sarah C. Doran, Chief Financial Officer 387.5K 350.0K 1.40M 20.7K 2.16M 64.87%
61 2017 Robert P. Myron, President and Chief Executive Officer 633.5K 618.0K 310.0K 1.56M 39.58%
62 2017 Robert P. Myron, President and Chief Operating Officer 633.5K 618.0K 310.0K 1.56M 39.58%
63 2017 Richard Schmitzer, President and Chief Executive Officer Excess and Surplus Lines segment 509.0K 496.5K 160.5K 1.17M 42.58%
64 2017 Steven J. Hartman, President and Chief Executive Officer Specialty Admitted Insurance segment 480.6K 240.3K 360.0K 18.9K 1.10M 32.73%
65 2017 Steven J. Hartman, Former President and Chief Executive Officer Specialty Admitted Insurance segment 480.6K 240.3K 360.0K 18.9K 1.10M 32.73%
66 2017 Dennis Johnson, Former President and Chief Executive Officer, Casualty Reinsurance segment (current Chief Underwriting Officer of Specialty Admitted Insurance segment) 424.1K 250.0K 199.9K 873.9K 28.61%
67 2017 Dennis Johnson, President and Chief Executive Officer, Casualty Reinsurance Segment 424.1K 250.0K 199.9K 873.9K 28.61%
68 2016 J. Adam Abram, Chief Executive Officer and Chairman of the Board 820.0K 824.0K 800.0K 324.6K 2.77M 28.90%
69 2016 Robert P. Myron, President and Chief Operating Officer 615.0K 618.0K 300.0K 300.0K 241.0K 2.07M 28.94%
70 2016 Robert P. Myron, President and Chief Executive Officer 615.0K 618.0K 300.0K 300.0K 241.0K 2.07M 28.94%
71 2016 Richard Schmitzer, President and Chief Executive Officer Excess and Surplus Lines segment 494.1K 525.0K 241.0K 241.0K 132.4K 1.63M 29.51%
72 2015 J. Adam Abram, Chief Executive Officer and Chairman of the Board 806.7K 800.0K 146.1K 1.75M 0.00%
73 2015 Robert P. Myron, President and Chief Operating Officer 612.7K 600.0K 220.9K 1.43M 0.00%
74 2015 Richard Schmitzer, President and Chief Executive Officer Excess and Surplus Lines segment 479.7K 500.0K 107.7K 1.09M 0.00%
75 2015 Gregg T. Davis, Chief Financial Officer 350.0K 350.0K 15.9K 715.9K 0.00%
76 2014 J. Adam Abram, Chief Executive Officer and Chairman of the Board 1.04M 1.95M 5.00M 1.04M 15.6K 9.05M 66.76%
77 2014 Robert P. Myron, President and Chief Operating Officer (Former Chief Executive Officer) 676.0K 2.36M 521.9K 467.2K 5.02M 10.40%
78 2014 Robert P. Myron, President and Chief Operating Officer 676.0K 2.36M 1,000.0K 521.9K 467.2K 5.02M 30.31%
79 2014 Richard Schmitzer, President and Chief Executive Officer Excess and Surplus Lines segment 468.0K 1.70M 500.0K 391.4K 85.6K 3.14M 28.34%
80 2014 Gregg T. Davis, Chief Financial Officer 390.0K 1.34M 500.0K 221.8K 15.6K 2.47M 29.20%
81 2013 Robert P. Myron, President and Chief Operating Officer (Former Chief Executive Officer) 650.0K 700.0K 413.7K 1.76M 0.00%
82 2013 J. Adam Abram, Chief Executive Officer and Chairman of the Board 1.00M 15.3K 1.02M 0.00%
83 2013 Richard Schmitzer, President and Chief Executive Officer Excess and Surplus Lines segment 450.0K 525.0K 15.3K 990.3K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-09-17 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-04-30 10-K/A
2026-04-14 8-K
2026-03-27 SC 13G/A
2026-03-27 8-K
2026-03-24 SC 13G
2026-03-09 4
2026-03-09 4
2026-03-09 4
2026-03-09 4

Executive team

NameTitleCompensationGender
Frank N. D'Orazio Chief Executive Officer & Director 2M male
Sarah Casey Doran Chief Financial Officer 1M female
Michael J. Hoffmann Senior Vice President & Group Chief Underwriting Officer 894.2K male
Jeanette Miller Chief Legal Officer female
Justin A. Zaharris Group Chief Claims Officer male
Lisa Marie Binnie President of Specialty Admitted Insurance Segment
Michael Edward Crow Principal Accounting Officer male
Angela Jenkins Burnett Group Chief Human Resources Officer female
Valdean Langenburg Group Chief Information Officer male
Bob Zimardo Senior Vice President for Investments & Investor Relations male
James W. Gunson Chief U.S. Claims Officer male
ESG Rating
B-
INSURANCE - SPECIALTY
2026
E (Environmental)
25.3 / 55.5
Company / Sector avg.
S (Social)
30.1 / 59.7
Company / Sector avg.
G (Governance)
42.4 / 65.2
Company / Sector avg.
ESG Total
32.6 / 60.1
Company / Sector avg.
ESG Score History INSURANCE - SPECIALTY
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