James River Group Holdings, Ltd. (JRVR)
Chapel Hill, NC, US
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +5.79% | -7.28% | -32.26% | -37.78% | -25.27% | -33.96% | -13.93% | -80.48% | -86.99% | -86.78% | -80.24% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| 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%
|
-
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)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
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
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-05 | Citizens | Market Outperform | Market Perform | Downgrade |
| 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
Ownership Overview
| # | 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)
| # | 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 |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
| Filing date | Form type | Filing |
|---|---|---|
| 2025-09-17 | DEF 14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for JRVR
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.

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