CS Disco, Inc. (LAW)
Austin, TX, US
CS Disco, Inc. is a legal technology innovator that leverages cloud-native infrastructure and artificial intelligence to deliver advanced solutions. These solutions support electronic discovery, legal document analysis, and comprehensive case management for a broad client base, including corporations, law firms, legal service providers, and governmental entities. Among its key offerings is DISCO Ediscovery, which streamlines the entire e-discovery lifecycle. This platform significantly reduces the manual effort typically involved in gathering, processing, enhancing, searching, examining, interpreting, and presenting critical enterprise data relevant to legal proceedings. Additionally, DISCO Review employs artificial intelligence to consistently provide efficient and accurate document analysis. The suite further includes DISCO Case Builder, a collaborative tool that empowers legal professionals to construct robust cases by centralizing the search, organization, and review of witness depositions, evidence, and other pertinent legal information. These powerful tools find application across diverse legal contexts, such as litigation support, internal investigations, regulatory compliance, and due diligence efforts. Established in Austin, Texas, in 2012, CS Disco, Inc. maintains its headquarters there.
42 articles
- ROSEN, A LEADING INVESTOR RIGHTS LAW FIRM, Encourages PicS N.V. Investors to Secure Counsel Before Important Deadline in Securities Class Action – PICS GlobeNewsWire
- ROSEN, A LEADING INVESTOR RIGHTS LAW FIRM, Encourages BitGo Holdings, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - BTGO Newsfile Corp
- HubSpot vs. CS Disco: Which Technology Stock Is a Better Buy in 2026? The Motley Fool
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.34% | -4.53% | +0.26% | +2.16% | -46.16% | -51.16% | -6.42% | -37.04% | -90.76% | -90.76% | -90.76% |
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 |
10.00
+131.7%
|
| Last Year | 2 |
9.00
+108.6%
|
| All Time | 12 |
22.67
+425.4%
|
-
Revenue growth Software - Application: +13.0%+8.3% Q1'26: +14.3% (vs Q1'25)
-
EPS growth Software - Application: +28.6%+22.6% Q1'26: +21.1% (vs Q1'25)
-
FCF margin FCF growth · Software - Application: +45.3%-27.8% Q1'26: -29.6% (vs Q1'25)
-
EBIT margin Software - Application: +9.4%-27.8% Q1'26: -24.1% (vs Q1'25)
-
ROIC Software - Application: +7.5%-322.9% Q1'26: -193.1% (vs Q1'25)
-
Share dilution Software - Application: +0.0%+2.5% Q1'26: +5.1% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×0.00× Q1'26: 0.00× (vs Q1'25)
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 2 EPS Ana. |
Dec 2027 3 Rev. Ana. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
114.34M
est: 109.13M (+4.8%)
|
135.19M
est: 134.19M (+0.7%)
|
138.09M
est: 142.26M (-2.9%)
|
144.84M
est: 143.88M (+0.7%)
|
156.85M
est: 155.62M (+0.8%)
|
175.24M
173.89M – 177.23M
+12.6% YoY
|
194.24M
191.31M – 198.31M
+10.8% YoY
|
222.20M
220.48M – 224.72M
+14.4% YoY
|
| EBITDA |
-20.99M
est: -35.07M (+40.2%)
|
-67.13M
est: -43.12M (-55.7%)
|
-37.55M
est: -44.97M (+16.5%)
|
-50.96M
est: -45.48M (-12.0%)
|
-43.42M
est: -49.20M (+11.8%)
|
-55.40M
-56.03M – -54.97M
-12.6% YoY
|
-61.40M
-62.69M – -60.48M
-10.8% YoY
|
-70.24M
-71.04M – -69.70M
-14.4% YoY
|
| EBIT |
-23.72M
est: -37.84M (+37.3%)
|
-70.11M
est: -46.52M (-50.7%)
|
-41.54M
est: -47.95M (+13.4%)
|
-54.89M
est: -48.49M (-13.2%)
|
-43.63M
est: -52.45M (+16.8%)
|
-59.06M
-59.73M – -58.61M
-12.6% YoY
|
-65.46M
-66.84M – -64.48M
-10.8% YoY
|
-74.89M
-75.74M – -74.31M
-14.4% YoY
|
| Net Income |
-24.34M
est: -38.10M (+36.1%)
|
-70.77M
est: -55.79M (-26.8%)
|
-42.15M
est: -28.89M (-45.9%)
|
-55.77M
est: -20.16M (-176.7%)
|
-44.37M
est: -12.12M (-266.1%)
|
-10.72M
-10.86M – -10.59M
+11.5% YoY
|
-1.67M
-1.75M – -1.59M
+84.4% YoY
|
5.57M
5.50M – 5.64M
+432.9% YoY
|
| SGA |
72.66M
est: 78.00M (-6.8%)
|
113.58M
est: 95.91M (+18.4%)
|
101.36M
est: 102.75M (-1.4%)
|
102.43M
est: 103.92M (-1.4%)
|
108.95M
est: 112.40M (-3.1%)
|
126.58M
125.59M – 128.01M
+12.6% YoY
|
140.29M
138.18M – 143.24M
+10.8% YoY
|
160.49M
159.25M – 162.31M
+14.4% YoY
|
| EPS |
-0.42
est: -0.63 (+33.6%)
|
-1.20
est: -0.93 (-29.2%)
|
-0.70
est: -0.47 (-49.9%)
|
-0.93
est: -0.33 (-184.8%)
|
-0.72
est: -0.20 (-267.5%)
|
-0.17
-0.18 – -0.17
+11.5% YoY
|
-0.03
-0.03 – -0.03
+84.6% YoY
|
0.09
0.09 – 0.09
+437.5% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-11 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-08 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-07 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-06 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-05 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-04 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-01 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-30 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-29 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-28 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-27 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-24 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-23 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-22 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-21 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-20 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-17 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-16 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
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 | Deer VIII & Co. L.P. | 9.96M | 17.30% | 9.96M | — | 9.96M | — | PN | — | 2022-02-15 | ↗ |
| 2 | Krishna Srinivasan | 8.10M | 14.10% | — | 8.10M | — | — | IN | United States | 2022-02-09 | ↗ |
| 3 | Venu Shamapant | 8.10M | 14.10% | — | 8.10M | — | — | IN | United States | 2022-02-09 | ↗ |
| 4 | Elizabeth Stephens Campbell | 7.80M | 13.20% | — | 7.80M | — | 7.80M | IN | Arkansas, U.S.A | 2023-01-06 | ↗ |
| 5 | SG-Disco, LLC 81-3307576 | 7.80M | 13.20% | — | 7.80M | — | 7.80M | OO | Arkansas, U.S.A | 2023-01-06 | ↗ |
| 6 | The Stephens Group, LLC 20-4948475 | 7.80M | 13.20% | — | 7.80M | — | 7.80M | OO | Arkansas, U.S.A | 2023-01-06 | ↗ |
| 7 | W. R. Stephens, Jr. | 7.80M | 13.20% | — | 7.80M | — | 7.80M | IN | Arkansas, U.S.A | 2023-01-06 | ↗ |
| 8 | Georgian Partners IV GP Inc. | 5.84M | 10.10% | — | 5.84M | — | 5.84M | CO | — | 2022-02-04 | ↗ |
| 9 | Georgian Partners IV GP, LP | 5.84M | 10.10% | — | 5.84M | — | 5.84M | PN | — | 2022-02-04 | ↗ |
| 10 | Bessemer Venture Partners VIII Institutional L.P. | 5.44M | 9.40% | 5.44M | — | 5.44M | — | PN | — | 2022-02-15 | ↗ |
| 11 | LOVP SBIC Management Services, L.L.C. | 4.89M | 8.50% | — | 4.89M | — | — | OO | Delaware | 2022-02-09 | ↗ |
| 12 | LiveOak Venture Partners 1A, L.P. | 4.89M | 8.50% | — | 4.89M | — | — | PN | Delaware | 2022-02-09 | ↗ |
| 13 | Bessemer Venture Partners VIII, L.P. | 4.52M | 7.80% | 4.52M | — | 4.52M | — | PN | — | 2022-02-15 | ↗ |
| 14 | Kiwi Camara | 4.23M | 7.26% | 4.23M | — | 4.23M | — | IN | — | 2022-02-11 | ↗ |
| 15 | Georgian Partners Growth Fund (International) IV, LP | 3.77M | 6.50% | — | 3.77M | — | 3.77M | PN | — | 2022-02-04 | ↗ |
| 16 | Dragoneer Investment Group, LLC | 3.43M | 5.90% | — | 3.43M | — | 3.43M | IA, OO | — | 2022-02-14 | ↗ |
| 17 | Marc Stad | 3.43M | 5.90% | — | 3.43M | — | 3.43M | HC, IN | — | 2022-02-14 | ↗ |
| 18 | SOLEL PARTNERS, LP | 3.34M | 5.50% | 3.34M | — | 3.34M | — | IA | Delaware | 2024-02-14 | ↗ |
| 19 | LOVP Upper Tier GP I, LLC | 3.04M | 5.30% | — | 3.04M | — | — | OO | Delaware | 2022-02-09 | ↗ |
| 20 | Georgian Partners Growth Fund IV, LP | 2.07M | 3.60% | — | 2.07M | — | 2.07M | PN | — | 2022-02-04 | ↗ |
| 21 | LiveOak Venture Partners I, L.P. | 1.71M | 3.00% | — | 1.71M | — | — | PN | Delaware | 2022-02-09 | ↗ |
| 22 | LiveOak I Co-Invest II L.P. | 768.1K | 1.30% | — | 768.1K | — | — | PN | Delaware | 2022-02-09 | ↗ |
| 23 | LiveOak I Co-Invest L.P. | 561.3K | 1.00% | — | 561.3K | — | — | PN | Delaware | 2022-02-09 | ↗ |
| 24 | LiveOak Co-Invest GP, LLC | 172.9K | 0.30% | — | 172.9K | — | — | OO | Delaware | 2022-02-09 | ↗ |
| 25 | LiveOak I Co-Invest IV LP | 172.9K | 0.30% | — | 172.9K | — | — | PN | Delaware | 2022-02-09 | ↗ |
| 26 | Georgian Council II ULC | 83.1K | 0.10% | — | 83.1K | — | 83.1K | OO | — | 2022-02-04 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | DEER MANAGEMENT CO. LLC | 8.65M +— (+0.0%) | 67.15M +11.2M (+20.1%) | 13.94% -0.193 pp | 6.53% +1.525 pp | USD35.75 -78.3% | 17 qtrs — |
| 2 | STEPHENS GROUP, LLC | 7.80M +— (+0.0%) | 60.50M +10.1M (+20.1%) | 12.56% -0.174 pp | 32.63% +5.467 pp | USD35.75 -78.3% | 17 qtrs — |
| 3 | TOPLINE CAPITAL MANAGEMENT, LLC | 3.32M +111.4K (+3.5%) | 25.74M +5.0M (+24.3%) | 5.34% +0.108 pp | 2.33% -1.232 pp | USD4.97 +56.1% | 5 qtrs — |
| 4 | VANGUARD GROUP INC | 1.97M +14.3K (+0.7%) | 15.31M +2.7M (+21.0%) | 3.18% -0.021 pp | 0.00% +0.000 pp | USD30.37 -74.4% | 18 qtrs — |
| 5 | BLACKROCK, INC. | 1.73M +204.0 (+0.0%) | 13.40M +2.2M (+20.1%) | 2.78% -0.038 pp | 0.00% +0.000 pp | USD5.84 +32.9% | 6 qtrs — |
| 6 | LAKEWOOD CAPITAL MANAGEMENT, LP | 1.08M +65.0K (+6.4%) | 8.39M +1.8M (+27.8%) | 1.74% +0.082 pp | 0.56% +0.060 pp | USD7.04 +10.2% | 10 qtrs — |
| 7 | SOLEL PARTNERS LP | 1.04M -60.8K (-5.5%) | 8.10M +965.0K (+13.5%) | 1.68% -0.123 pp | 1.31% -0.063 pp | USD6.99 +11.0% | 12 qtrs — |
| 8 | DIMENSIONAL FUND ADVISORS LP | 758.0K +26.6K (+3.6%) | 5.88M +1.2M (+24.5%) | 1.22% +0.027 pp | 0.00% +0.000 pp | USD6.80 +14.1% | 12 qtrs — |
| 9 | FORMULA GROWTH LTD | 750.0K -70.0K (-8.5%) | 5.82M +522.8K (+9.9%) | 1.21% -0.131 pp | 2.24% +0.358 pp | USD6.14 +26.4% | 12 qtrs — |
| 10 | ARROWMARK COLORADO HOLDINGS LLC | 706.5K -143.5K (-16.9%) | 5.48M -8.6K (-0.2%) | 1.14% -0.250 pp | 0.12% +0.019 pp | USD7.01 +10.7% | 9 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 551.0K +5.6K (+1.0%) | 4.28M +753.6K (+21.4%) | 0.89% -0.003 pp | 0.00% +0.000 pp | USD22.94 -66.2% | 18 qtrs — |
| 12 | NORGES BANK | 547.9K +547.9K (+100.0%) | 4.25M +4.3M (+100.0%) | 0.88% +0.882 pp | 0.00% +0.001 pp | USD7.76 +0.0% | 1 qtrs NEW |
| 13 | ESSEX INVESTMENT MANAGEMENT CO LLC | 529.8K +85.8K (+19.3%) | 4.11M +1.2M (+43.4%) | 0.85% +0.128 pp | 0.63% +0.188 pp | USD6.67 +16.3% | 2 qtrs — |
| 14 | STATE STREET CORP | 521.8K +14.4K (+2.8%) | 4.05M +771.6K (+23.5%) | 0.84% +0.012 pp | 0.00% +0.000 pp | USD27.10 -71.4% | 18 qtrs — |
| 15 | ACADIAN ASSET MANAGEMENT LLC | 395.1K +73.7K (+22.9%) | 3.06M +988.0K (+47.7%) | 0.64% +0.112 pp | 0.01% +0.001 pp | USD6.01 +29.1% | 4 qtrs — |
| 16 | MORGAN STANLEY | 355.2K +78.2K (+28.2%) | 2.76M +967.1K (+54.0%) | 0.57% +0.120 pp | 0.00% +0.000 pp | USD6.98 +11.2% | 18 qtrs — |
| 17 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 328.7K +164.9K (+100.6%) | 2.55M +1.5M (+141.0%) | 0.53% +0.262 pp | 0.00% +0.003 pp | USD7.11 +9.1% | 2 qtrs — |
| 18 | NUVEEN, LLC | 318.7K +207.7K (+187.2%) | 2.47M +1.8M (+245.0%) | 0.51% +0.332 pp | 0.00% +0.001 pp | USD7.00 +10.9% | 4 qtrs — |
| 19 | D. E. SHAW & CO., INC. | 290.7K +52.9K (+22.3%) | 2.26M +719.7K (+46.9%) | 0.47% +0.080 pp | 0.00% +0.000 pp | USD6.39 +21.4% | 14 qtrs — |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 258.7K +— (+0.0%) | 2.01M +336.2K (+20.1%) | 0.42% -0.006 pp | 0.04% +0.006 pp | USD4.32 +79.6% | 4 qtrs — |
| 21 | NORTHERN TRUST CORP | 249.5K +46.2K (+22.7%) | 1.94M +622.6K (+47.4%) | 0.40% +0.070 pp | 0.00% +0.000 pp | USD21.43 -63.8% | 18 qtrs — |
| 22 | CITADEL ADVISORS LLC | 228.5K +30.6K (+15.5%) | 1.77M +494.6K (+38.7%) | 0.37% +0.045 pp | 0.00% +0.000 pp | USD5.14 +51.0% | 18 qtrs — |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 211.2K -116.0 (-0.1%) | 1.64M +273.9K (+20.1%) | 0.34% -0.005 pp | 0.00% +0.000 pp | USD21.29 -63.6% | 18 qtrs — |
| 24 | MILLENNIUM MANAGEMENT LLC | 205.9K -32.1K (-13.5%) | 1.60M +60.1K (+3.9%) | 0.33% -0.057 pp | 0.00% +0.000 pp | USD4.34 +78.8% | 4 qtrs — |
| 25 | MONETA GROUP INVESTMENT ADVISORS LLC | 203.9K +— (+0.0%) | 1.58M +265.1K (+20.1%) | 0.33% -0.005 pp | 0.01% +0.002 pp | USD4.37 +77.6% | 3 qtrs — |
| 26 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 185.6K -13.7K (-6.9%) | 1.44M +152.7K (+11.9%) | 0.30% -0.027 pp | 0.00% 0.000 pp | USD4.93 +57.4% | 8 qtrs — |
| 27 | JPMORGAN CHASE & CO | 176.2K -21.2K (-10.8%) | 1.37M +91.9K (+7.2%) | 0.28% -0.039 pp | 0.00% +0.000 pp | USD6.10 +27.2% | 18 qtrs — |
| 28 | LEGATO CAPITAL MANAGEMENT LLC | 171.3K +42.2K (+32.7%) | 1.33M +495.3K (+59.4%) | 0.28% +0.065 pp | 0.11% +0.024 pp | USD6.78 +14.5% | 2 qtrs — |
| 29 | SEI INVESTMENTS CO | 170.6K +170.6K (+100.0%) | 1.32M +1.3M (+100.0%) | 0.27% +0.275 pp | 0.00% +0.001 pp | USD7.76 +0.0% | 1 qtrs NEW |
| 30 | JACOBS LEVY EQUITY MANAGEMENT, INC | 163.8K -41.6K (-20.2%) | 1.27M -55.7K (-4.2%) | 0.26% -0.072 pp | 0.00% 0.000 pp | USD6.55 +18.5% | 13 qtrs — |
| 31 | TWO SIGMA INVESTMENTS, LP | 158.7K +76.3K (+92.7%) | 1.23M +699.3K (+131.5%) | 0.26% +0.121 pp | 0.00% +0.001 pp | USD7.09 +9.4% | 2 qtrs — |
| 32 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 150.6K +125.9K (+507.8%) | 1.17M +1.0M (+630.1%) | 0.24% +0.202 pp | 0.00% +0.001 pp | USD7.24 +7.2% | 5 qtrs — |
| 33 | EAM INVESTORS, LLC | 139.3K +139.3K (+100.0%) | 1.08M +1.1M (+100.0%) | 0.22% +0.224 pp | 0.12% +0.120 pp | USD7.76 +0.0% | 1 qtrs NEW |
| 34 | GOLDMAN SACHS GROUP INC | 131.4K +9.8K (+8.1%) | 1.02M +234.4K (+29.8%) | 0.21% +0.013 pp | 0.00% +0.000 pp | USD8.70 -10.8% | 18 qtrs — |
| 35 | MATTHEW GOFF INVESTMENT ADVISOR, LLC | 107.0K +— (+0.0%) | 830.5K +139.1K (+20.1%) | 0.17% -0.002 pp | 0.15% +0.029 pp | USD5.10 +52.2% | 6 qtrs — |
| 36 | GSA CAPITAL PARTNERS LLP | 106.8K -14.3K (-11.8%) | 829.0K +47.0K (+6.0%) | 0.17% -0.026 pp | 0.07% +0.006 pp | USD5.31 +46.1% | 12 qtrs — |
| 37 | JANE STREET GROUP, LLC | 94.5K +24.1K (+34.2%) | 733.4K +278.4K (+61.2%) | 0.15% +0.037 pp | 0.00% +0.000 pp | USD6.63 +17.0% | 8 qtrs — |
| 38 | G2 INVESTMENT PARTNERS MANAGEMENT LLC | 85.0K +85.0K (+100.0%) | 659.7K +659.7K (+100.0%) | 0.14% +0.137 pp | 0.16% +0.157 pp | USD7.76 +0.0% | 1 qtrs NEW |
| 39 | ZACKS INVESTMENT MANAGEMENT | 84.3K +22.2K (+35.7%) | 654.1K +252.9K (+63.1%) | 0.14% +0.034 pp | 0.01% +0.002 pp | USD6.80 +14.1% | 2 qtrs — |
| 40 | CAMPBELL & CO INVESTMENT ADVISER LLC | 71.9K +56.9K (+379.6%) | 557.8K +461.0K (+476.1%) | 0.12% +0.091 pp | 0.03% +0.020 pp | USD7.15 +8.5% | 3 qtrs — |
| 41 | AQR CAPITAL MANAGEMENT LLC | 71.1K +6.1K (+9.4%) | 552.0K +132.1K (+31.5%) | 0.11% +0.008 pp | 0.00% +0.000 pp | USD5.35 +45.0% | 3 qtrs — |
| 42 | STRS OHIO | 66.9K +10.1K (+17.8%) | 519.1K +152.2K (+41.5%) | 0.11% +0.015 pp | 0.00% +0.001 pp | USD8.01 -3.1% | 14 qtrs — |
| 43 | TWO SIGMA ADVISERS, LP | 66.4K +25.2K (+61.2%) | 515.3K +249.1K (+93.6%) | 0.11% +0.040 pp | 0.00% +0.001 pp | USD6.95 +11.7% | 2 qtrs — |
| 44 | RENAISSANCE TECHNOLOGIES LLC | 65.2K +21.4K (+48.9%) | 506.0K +223.0K (+78.8%) | 0.11% +0.034 pp | 0.00% +0.000 pp | USD6.40 +21.3% | 3 qtrs — |
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 59.2K +45.0K (+317.6%) | 459.6K +367.9K (+401.6%) | 0.10% +0.072 pp | 0.00% +0.000 pp | USD7.04 +10.2% | 16 qtrs — |
| 46 | BANK OF NEW YORK MELLON CORP | 59.1K -7.3K (-11.0%) | 458.7K +29.7K (+6.9%) | 0.10% -0.013 pp | 0.00% +0.000 pp | USD12.53 -38.1% | 18 qtrs — |
| 47 | ALLIANCEBERNSTEIN L.P. | 57.0K -5.2K (-8.4%) | 442.6K +40.6K (+10.1%) | 0.09% -0.010 pp | 0.00% +0.000 pp | USD8.95 -13.3% | 15 qtrs — |
| 48 | LAZARD ASSET MANAGEMENT LLC | 54.3K +54.3K (+100.0%) | 421.1K +421.1K (+100.0%) | 0.09% +0.087 pp | 0.00% +0.001 pp | USD7.76 +0.0% | 1 qtrs NEW |
| 49 | QUANTINNO CAPITAL MANAGEMENT LP | 50.5K +13.4K (+36.3%) | 391.9K +152.5K (+63.7%) | 0.08% +0.021 pp | 0.00% +0.000 pp | USD6.81 +14.0% | 4 qtrs — |
| 50 | BARCLAYS PLC | 47.4K +6.5K (+15.9%) | 367.9K +127.3K (+52.9%) | 0.08% +0.010 pp | 0.00% +0.000 pp | USD5.72 +35.7% | 16 qtrs — |
| 51 | AMERICAN CENTURY COMPANIES INC | 44.7K +5.1K (+12.9%) | 346.9K +91.0K (+35.6%) | 0.07% +0.007 pp | 0.00% +0.000 pp | USD6.97 +11.3% | 10 qtrs — |
| 52 | XTX TOPCO LTD | 42.6K +31.2K (+274.1%) | 330.7K +257.1K (+349.3%) | 0.07% +0.050 pp | 0.01% +0.005 pp | USD6.85 +13.3% | 3 qtrs — |
| 53 | TREXQUANT INVESTMENT LP | 34.9K +34.9K (+100.0%) | 270.5K +270.5K (+100.0%) | 0.06% +0.056 pp | 0.00% +0.002 pp | USD7.76 +0.0% | 1 qtrs NEW |
| 54 | WELLS FARGO & COMPANY/MN | 33.6K +9.5K (+39.6%) | 260.7K +105.3K (+67.7%) | 0.05% +0.015 pp | 0.00% +0.000 pp | USD9.92 -21.8% | 18 qtrs — |
| 55 | RHUMBLINE ADVISERS | 32.0K -5.6K (-14.8%) | 248.3K +5.6K (+2.3%) | 0.05% -0.010 pp | 0.00% +0.000 pp | USD22.25 -65.1% | 18 qtrs — |
| 56 | RUSSELL INVESTMENTS GROUP, LTD. | 29.5K +13.2K (+80.4%) | 229.1K +123.4K (+116.6%) | 0.05% +0.021 pp | 0.00% +0.000 pp | USD7.03 +10.4% | 13 qtrs — |
| 57 | CI PRIVATE WEALTH, LLC | 25.3K +264.0 (+1.1%) | 196.0K +34.5K (+21.4%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD6.64 +16.9% | 10 qtrs — |
| 58 | ENTRYPOINT CAPITAL, LLC | 24.2K +24.2K (+100.0%) | 188.2K +188.2K (+100.0%) | 0.04% +0.039 pp | 0.07% +0.073 pp | USD7.76 +0.0% | 1 qtrs NEW |
| 59 | POINT72 ASSET MANAGEMENT, L.P. | 24.2K +24.2K (+100.0%) | 187.6K +187.6K (+100.0%) | 0.04% +0.039 pp | 0.00% +0.000 pp | USD7.76 +0.0% | 1 qtrs NEW |
| 60 | POLYMER CAPITAL MANAGEMENT (US) LLC | 24.2K +24.2K (+100.0%) | 187.4K +187.4K (+100.0%) | 0.04% +0.039 pp | 0.02% +0.020 pp | USD7.76 +0.0% | 1 qtrs NEW |
| 61 | AMERIPRISE FINANCIAL INC | 24.1K +5.0 (+0.0%) | 187.2K +31.4K (+20.1%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD6.72 +15.5% | 10 qtrs — |
| 62 | BANK OF AMERICA CORP /DE/ | 23.3K +5.9K (+33.9%) | 180.9K +68.4K (+60.8%) | 0.04% +0.009 pp | 0.00% +0.000 pp | USD8.02 -3.2% | 18 qtrs — |
| 63 | OCCUDO QUANTITATIVE STRATEGIES LP | 23.0K +5.3K (+29.7%) | 178.7K +64.0K (+55.8%) | 0.04% +0.008 pp | 0.01% -0.002 pp | USD5.19 +49.5% | 5 qtrs — |
| 64 | ENGINEERS GATE MANAGER LP | 20.6K -1.5K (-6.9%) | 159.9K +17.0K (+11.9%) | 0.03% -0.003 pp | 0.00% +0.000 pp | USD4.38 +77.2% | 3 qtrs — |
| 65 | PRELUDE CAPITAL MANAGEMENT, LLC | 19.0K +612.0 (+3.3%) | 147.5K +28.7K (+24.1%) | 0.03% +0.001 pp | 0.01% +0.002 pp | USD4.48 +73.2% | 3 qtrs — |
| 66 | BOOTHBAY FUND MANAGEMENT, LLC | 18.3K +18.3K (+100.0%) | 142.4K +142.4K (+100.0%) | 0.03% +0.030 pp | 0.00% +0.002 pp | USD7.76 +0.0% | 1 qtrs NEW |
| 67 | PRICE T ROWE ASSOCIATES INC /MD/ | 15.6K +— (+0.0%) | 121.0K +20.0K (+19.8%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD4.83 +60.7% | 5 qtrs — |
| 68 | UBS GROUP AG | 15.5K -4.6K (-22.8%) | 119.9K -9.3K (-7.2%) | 0.02% -0.008 pp | 0.00% +0.000 pp | USD7.20 +7.8% | 17 qtrs — |
| 69 | PNC FINANCIAL SERVICES GROUP, INC. | 15.2K -246.0 (-1.6%) | 118.2K +18.2K (+18.2%) | 0.02% -0.001 pp | 0.00% +0.000 pp | USD5.76 +34.7% | 7 qtrs — |
| 70 | DEUTSCHE BANK AG\ | 15.2K +5.8K (+61.7%) | 117.6K +57.1K (+94.3%) | 0.02% +0.009 pp | 0.00% +0.000 pp | USD7.46 +4.0% | 18 qtrs — |
| 71 | WILLIAMS & NOVAK, LLC | 14.9K -2.2K (-12.6%) | 116.0K +5.5K (+5.0%) | 0.02% -0.004 pp | 0.09% +0.002 pp | USD4.15 +87.0% | 4 qtrs — |
| 72 | METLIFE INVESTMENT MANAGEMENT, LLC | 14.9K -649.0 (-4.2%) | 115.8K +15.2K (+15.1%) | 0.02% -0.001 pp | 0.00% +0.000 pp | USD6.46 +20.1% | 18 qtrs — |
| 73 | CIBC ASSET MANAGEMENT INC | 13.1K +13.1K (+100.0%) | 101.5K +101.5K (+100.0%) | 0.02% +0.021 pp | 0.00% +0.000 pp | USD7.76 +0.0% | 1 qtrs NEW |
| 74 | MERCER GLOBAL ADVISORS INC /ADV | 12.8K +12.8K (+100.0%) | 99.1K +99.1K (+100.0%) | 0.02% +0.021 pp | 0.00% +0.000 pp | USD7.76 +0.0% | 1 qtrs NEW |
| 75 | VERITION FUND MANAGEMENT LLC | 12.0K -76.0 (-0.6%) | 93.1K +15.1K (+19.4%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD4.37 +77.6% | 3 qtrs — |
| 76 | PDT PARTNERS, LLC | 11.8K -22.0K (-65.0%) | 91.7K -126.6K (-58.0%) | 0.02% -0.036 pp | 0.01% -0.008 pp | USD6.37 +21.8% | 13 qtrs — |
| 77 | R SQUARED LTD | 11.8K -36.5K (-75.6%) | 91.5K -220.7K (-70.7%) | 0.02% -0.060 pp | 0.04% -0.092 pp | USD4.47 +73.6% | 5 qtrs — |
| 78 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11.2K +50.0 (+0.4%) | 87.3K +14.9K (+20.7%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD5.75 +35.0% | 7 qtrs — |
| 79 | MIRABELLA FINANCIAL SERVICES LLP | 11.0K +11.0K (+100.0%) | 85.6K +85.6K (+100.0%) | 0.02% +0.018 pp | 0.01% +0.008 pp | USD7.76 +0.0% | 1 qtrs NEW |
| 80 | CANADA PENSION PLAN INVESTMENT BOARD | 10.5K +10.5K (+100.0%) | 81.5K +81.5K (+100.0%) | 0.02% +0.017 pp | 0.00% +0.000 pp | USD7.76 +0.0% | 1 qtrs NEW |
| 81 | FMR LLC | 9.0K +2.2K (+32.2%) | 70.1K +26.0K (+58.8%) | 0.01% +0.003 pp | 0.00% +0.000 pp | USD5.28 +47.0% | 16 qtrs — |
| 82 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 9.0K +— (+0.0%) | 70.1K +11.7K (+20.1%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD6.64 +16.9% | 10 qtrs — |
| 83 | LOS ANGELES CAPITAL MANAGEMENT LLC | 10.4K -59.4K (-85.1%) | 65.9K -385.0K (-85.4%) | 0.02% -0.097 pp | 0.00% -0.001 pp | USD4.37 +77.6% | 3 qtrs — |
| 84 | BNP PARIBAS ARBITRAGE, SNC | 7.2K -6.2K (-46.4%) | 55.9K -31.0K (-35.6%) | 0.01% -0.010 pp | 0.00% +0.000 pp | USD6.03 +28.7% | 5 qtrs — |
| 85 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 5.9K +— (+0.0%) | 45.9K +7.7K (+20.1%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD4.99 +55.5% | 5 qtrs — |
| 86 | ROYAL BANK OF CANADA | 5.9K +2.6K (+78.5%) | 45.0K +23.0K (+104.5%) | 0.01% +0.004 pp | 0.00% +0.000 pp | USD6.35 +22.2% | 18 qtrs — |
| 87 | CWM, LLC | 5.3K +488.0 (+10.2%) | 41.0K +10.0K (+32.3%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD5.53 +40.3% | 6 qtrs — |
| 88 | NISA INVESTMENT ADVISORS, LLC | 4.7K +43.0 (+0.9%) | 36.1K +6.3K (+21.2%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD4.45 +74.4% | 9 qtrs — |
| 89 | SBI SECURITIES CO., LTD. | 2.8K -86.0 (-3.0%) | 21.4K +3.0K (+16.5%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD4.99 +55.5% | 5 qtrs — |
| 90 | VERSANT CAPITAL MANAGEMENT, INC | 2.4K +— (+0.0%) | 18.6K +3.1K (+20.1%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD6.27 +23.8% | 5 qtrs — |
| 91 | LEGAL & GENERAL GROUP PLC | 2.3K +— (+0.0%) | 18.1K +3.0K (+20.1%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD10.36 -25.1% | 18 qtrs — |
| 92 | FEDERATED HERMES, INC. | 2.0K +220.0 (+12.1%) | 15.8K +4.1K (+34.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.94 +30.6% | 3 qtrs — |
| 93 | AMERITAS INVESTMENT PARTNERS, INC. | 1.7K +— (+0.0%) | 12.9K +2.2K (+20.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD34.58 -77.6% | 18 qtrs — |
| 94 | TOWER RESEARCH CAPITAL LLC (TRC) | 1.6K -2.9K (-64.3%) | 12.5K -16.7K (-57.2%) | 0.00% -0.005 pp | 0.00% -0.001 pp | USD4.67 +66.2% | 18 qtrs — |
| 95 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1.5K +5.0 (+0.3%) | 11.6K +2.0K (+20.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.46 +20.1% | 18 qtrs — |
| 96 | FORTITUDE FAMILY OFFICE, LLC | 1.4K +— (+0.0%) | 10.6K +1.8K (+20.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.37 +77.6% | 3 qtrs — |
| 97 | GROUP ONE TRADING, L.P. | 1.3K -1.3K (-49.7%) | 10.2K -6.7K (-39.5%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD6.46 +20.1% | 10 qtrs — |
| 98 | NEW YORK STATE COMMON RETIREMENT FUND | 1.3K +— (+0.0%) | 10.1K +1.7K (+20.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD34.26 -77.3% | 18 qtrs — |
| 99 | CHAPMAN FINANCIAL GROUP, LLC | 1.0K +— (+0.0%) | 7.8K +1.3K (+20.1%) | 0.00% +0.000 pp | 0.01% +0.001 pp | USD4.37 +77.6% | 3 qtrs — |
| 100 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 990.00 +990.0 (+100.0%) | 7.7K +7.7K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD7.76 +0.0% | 1 qtrs NEW |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.02% | 368.7K | 0.60% |
| 2 | U.S. Micro Cap Portfolio ETF DFMC | 0.01% | 657.7K | 0.43% |
| 3 | iShares Russell 2000 Growth ETF IWO | 0.01% | 783.9K | 0.24% |
| 4 | Avantis U.S. Small Cap Equity ETF AVSC | 0.00% | 147.6K | 0.25% |
| 5 | Vanguard Russell 2000 Growth ETF VTWG | 0.00% | 72.5K | 0.06% |
| 6 | iShares Russell 2000 BuyWrite ETF IWMW | 0.00% | 2.0K | 0.39% |
| 7 | iShares Russell 2000 ETF IWM | 0.00% | 2.95M | 0.19% |
| 8 | iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO | 0.00% | 19.3K | 0.36% |
| 9 | Invesco Russell 2000 UCITS ETF RTYS.L | 0.00% | 11.3K | 0.25% |
| 10 | Global X - Russell 2000 ETF RSSL | 0.00% | 51.1K | 0.08% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | Williams Toby J. | Director | A-Award | A | Common Stock | 67,720 | 0.00 | — | 67,720 | D | ↗ |
| 2026-03-03 | Hill Scott A | Director | P-Purchase | A | Common Stock | 8,918 | 3.73 | 33.3K | 50,000 | I | ↗ |
| 2026-03-02 | Hill Scott A | Director | P-Purchase | A | Common Stock | 41,082 | 3.31 | 136.0K | 41,082 | I | ↗ |
| 2026-03-02 | Herckis Karen | Officer | S-Sale | D | Common Stock | 3,978 | 3.24 | 12.9K | 197,873 | D | ↗ |
| 2026-03-02 | Garcia Susan | Officer | S-Sale | D | Common Stock | 5,956 | 3.24 | 19.3K | 152,921 | D | ↗ |
| 2026-03-02 | Crum Richard Francis | Officer | S-Sale | D | Common Stock | 6,262 | 3.24 | 20.3K | 349,101 | D | ↗ |
| 2026-03-02 | Antoon Melanie | Officer | S-Sale | D | Common Stock | 4,882 | 3.24 | 15.8K | 284,611 | D | ↗ |
| 2026-02-27 | Srinivasan Krishna | Director | P-Purchase | A | Common Stock | 40,000 | 3.25 | 130.0K | 45,000 | D | ↗ |
| 2026-02-27 | GOODMAN ROBERT P | Director | P-Purchase | A | Common Stock | 1,026,700 | 3.19 | 3.28M | 1,038,475 | I | ↗ |
| 2026-02-27 | Friedrichsen Eric | Director / Officer | P-Purchase | A | Common Stock | 15,500 | 2.90 | 45.0K | 1,508,172 | D | ↗ |
| 2026-02-26 | Srinivasan Krishna | Director | P-Purchase | A | Common Stock | 5,000 | 2.77 | 13.9K | 5,000 | D | ↗ |
| 2026-02-20 | Friedrichsen Eric | Director / Officer | A-Award | A | Common Stock | 221,949 | 0.00 | — | 1,492,672 | D | ↗ |
| 2026-02-18 | Herckis Karen | Officer | A-Award | A | Common Stock | 41,726 | 0.00 | — | 173,985 | D | ↗ |
| 2026-02-18 | Garcia Susan | Officer | A-Award | A | Common Stock | 42,910 | 0.00 | — | 117,147 | D | ↗ |
| 2026-02-18 | Friedrichsen Eric | Director / Officer | A-Award | A | Common Stock | 151,695 | 0.00 | — | 1,270,723 | D | ↗ |
| 2026-02-18 | Crum Richard Francis | Officer | A-Award | A | Common Stock | 69,841 | 0.00 | — | 355,363 | D | ↗ |
| 2026-02-18 | Antoon Melanie | Officer | A-Award | A | Common Stock | 42,910 | 0.00 | — | 246,331 | D | ↗ |
| 2026-02-17 | Herckis Karen | Officer | S-Sale | D | Common Stock | 8,171 | 3.07 | 25.1K | 132,259 | D | ↗ |
| 2026-02-17 | Garcia Susan | Officer | S-Sale | D | Common Stock | 3,743 | 3.07 | 11.5K | 74,237 | D | ↗ |
| 2026-02-17 | Crum Richard Francis | Officer | S-Sale | D | Common Stock | 6,508 | 3.07 | 20.0K | 224,412 | D | ↗ |
| 2026-02-17 | Antoon Melanie | Officer | S-Sale | D | Common Stock | 9,289 | 3.07 | 28.5K | 203,421 | D | ↗ |
| 2026-02-16 | Friedrichsen Eric | Director / Officer | F-InKind | D | Common Stock | 35,699 | 3.71 | 132.4K | 1,119,028 | D | ↗ |
| 2026-02-09 | Offerdahl James | Director | P-Purchase | A | Common Stock | 3,000 | 3.99 | 12.0K | 223,652 | D | ↗ |
| 2026-01-12 | Barfoot Aaron Joseph | Officer | A-Award | A | Common Stock | 246,609 | 0.00 | — | 246,609 | D | ↗ |
| 2025-12-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 7.76 | 12.7K | 799,314 | D | ↗ |
| 2025-12-10 | Antoon Melanie | Officer | S-Sale | D | Common Stock | 20,000 | 8.71 | 174.2K | 212,710 | D | ↗ |
| 2025-11-30 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 7.16 | 11.7K | 800,953 | D | ↗ |
| 2025-11-17 | Lafair Michael | Officer | S-Sale | D | Common Stock | 15,214 | 6.59 | 100.3K | 802,592 | D | ↗ |
| 2025-11-17 | Herckis Karen | Officer | S-Sale | D | Common Stock | 5,826 | 6.59 | 38.4K | 140,430 | D | ↗ |
| 2025-11-17 | Garcia Susan | Officer | S-Sale | D | Common Stock | 11,162 | 6.59 | 73.6K | 77,980 | D | ↗ |
| 2025-11-17 | Crum Richard Francis | Officer | S-Sale | D | Common Stock | 4,779 | 6.59 | 31.5K | 229,170 | D | ↗ |
| 2025-11-17 | Antoon Melanie | Officer | S-Sale | D | Common Stock | 7,071 | 6.59 | 46.6K | 232,710 | D | ↗ |
| 2025-11-10 | Friedrichsen Eric | Director / Officer | P-Purchase | A | Common Stock | 6,660 | 6.68 | 44.5K | 1,153,727 | D | ↗ |
| 2025-11-04 | BOGAN THOMAS F | Director | P-Purchase | A | Common Stock | 7,001 | 5.98 | 41.9K | 171,090 | D | ↗ |
| 2025-10-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 6.32 | 10.4K | 817,806 | D | ↗ |
| 2025-10-20 | BOGAN THOMAS F | Director | P-Purchase | A | Common Stock | 6,929 | 5.98 | 41.4K | 164,089 | D | ↗ |
| 2025-10-17 | BOGAN THOMAS F | Director | P-Purchase | A | Common Stock | 17,902 | 5.94 | 106.3K | 157,160 | D | ↗ |
| 2025-10-07 | BOGAN THOMAS F | Director | P-Purchase | A | Common Stock | 13,680 | 5.95 | 81.4K | 139,258 | D | ↗ |
| 2025-09-30 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 6.46 | 10.6K | 819,445 | D | ↗ |
| 2025-09-17 | LOVP SBIC MANAGEMENT SERVICES, LLC | 10% Owner | J-Other | A | Common Stock | 4,612,116 | 0.00 | — | 6,324,973 | I | ↗ |
| 2025-09-16 | BOGAN THOMAS F | Director | P-Purchase | A | Common Stock | 6,500 | 5.99 | 38.9K | 125,578 | D | ↗ |
| 2025-09-15 | BOGAN THOMAS F | Director | P-Purchase | A | Common Stock | 17,988 | 5.98 | 107.6K | 119,078 | D | ↗ |
| 2025-09-12 | BOGAN THOMAS F | Director | P-Purchase | A | Common Stock | 30,000 | 5.80 | 174.0K | 101,090 | D | ↗ |
| 2025-08-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 5.47 | 9.0K | 821,084 | D | ↗ |
| 2025-08-18 | Lafair Michael | Officer | S-Sale | D | Common Stock | 14,844 | 4.82 | 71.5K | 822,723 | D | ↗ |
| 2025-08-18 | Herckis Karen | Officer | S-Sale | D | Common Stock | 5,677 | 4.82 | 27.4K | 146,256 | D | ↗ |
| 2025-08-18 | Crum Richard Francis | Officer | S-Sale | D | Common Stock | 10,552 | 4.82 | 50.9K | 233,949 | D | ↗ |
| 2025-08-18 | Antoon Melanie | Officer | S-Sale | D | Common Stock | 6,898 | 4.82 | 33.2K | 239,781 | D | ↗ |
| 2025-08-14 | Offerdahl James | Director | P-Purchase | A | Common Stock | 6,500 | 4.92 | 32.0K | 220,652 | D | ↗ |
| 2025-08-11 | Friedrichsen Eric | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 4.51 | 45.1K | 1,147,067 | D | ↗ |
| 2025-07-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 3.97 | 6.5K | 837,567 | D | ↗ |
| 2025-06-30 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 4.37 | 7.2K | 838,456 | D | ↗ |
| 2025-06-10 | Offerdahl James | Director | A-Award | A | Common Stock | 34,169 | 0.00 | — | 214,152 | D | ↗ |
| 2025-06-10 | Hill Scott A | Director | A-Award | A | Common Stock | 34,169 | 0.00 | — | 223,230 | D | ↗ |
| 2025-06-10 | Burnette Colette Pierce | Director | A-Award | A | Common Stock | 34,169 | 0.00 | — | 91,774 | D | ↗ |
| 2025-06-10 | Blount Susan L | Director | A-Award | A | Common Stock | 34,169 | 0.00 | — | 94,823 | D | ↗ |
| 2025-05-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 3.94 | 6.5K | 840,095 | D | ↗ |
| 2025-05-19 | Lafair Michael | Officer | S-Sale | D | Common Stock | 15,395 | 3.93 | 60.5K | 841,734 | D | ↗ |
| 2025-05-19 | Herckis Karen | Officer | S-Sale | D | Common Stock | 5,875 | 3.93 | 23.1K | 151,933 | D | ↗ |
| 2025-05-19 | Friedrichsen Eric | Director / Officer | S-Sale | D | Common Stock | 118,054 | 3.93 | 464.0K | 1,136,317 | D | ↗ |
| 2025-05-19 | Antoon Melanie | Officer | S-Sale | D | Common Stock | 7,155 | 3.93 | 28.1K | 246,679 | D | ↗ |
| 2025-04-30 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 3.73 | 6.1K | 857,129 | D | ↗ |
| 2025-03-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 4.09 | 6.7K | 858,768 | D | ↗ |
| 2025-03-13 | BOGAN THOMAS F | Director | A-Award | A | Common Stock | 71,090 | 0.00 | — | 71,090 | D | ↗ |
| 2025-02-28 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 4.82 | 7.9K | 860,407 | D | ↗ |
| 2025-02-26 | Lafair Michael | Officer | S-Sale | D | Common Stock | 3,747 | 5.11 | 19.1K | 862,046 | D | ↗ |
| 2025-02-26 | Herckis Karen | Officer | S-Sale | D | Common Stock | 3,832 | 5.11 | 19.6K | 157,808 | D | ↗ |
| 2025-02-26 | Antoon Melanie | Officer | S-Sale | D | Common Stock | 2,824 | 5.11 | 14.4K | 253,834 | D | ↗ |
| 2025-02-18 | Lafair Michael | Officer | S-Sale | D | Common Stock | 13,146 | 5.19 | 68.2K | 865,793 | D | ↗ |
| 2025-02-18 | Herckis Karen | Officer | S-Sale | D | Common Stock | 4,424 | 5.19 | 23.0K | 161,640 | D | ↗ |
| 2025-02-18 | Friedrichsen Eric | Director / Officer | A-Award | A | Common Stock | 229,841 | 0.00 | — | 1,254,371 | D | ↗ |
| 2025-02-18 | Antoon Melanie | Officer | S-Sale | D | Common Stock | 3,278 | 5.19 | 17.0K | 256,658 | D | ↗ |
| 2025-02-16 | Lafair Michael | Officer | A-Award | A | Common Stock | 28,193 | 0.00 | — | 878,939 | D | ↗ |
| 2025-02-16 | Herckis Karen | Officer | A-Award | A | Common Stock | 42,222 | 0.00 | — | 145,927 | D | ↗ |
| 2025-02-16 | Crum Richard Francis | Officer | A-Award | A | Common Stock | 105,820 | 0.00 | — | 243,751 | D | ↗ |
| 2025-02-16 | Antoon Melanie | Officer | A-Award | A | Common Stock | 28,193 | 0.00 | — | 259,936 | D | ↗ |
| 2025-01-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,860 | 5.04 | 9.4K | 776,672 | D | ↗ |
| 2024-12-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 4.99 | 8.2K | 777,782 | D | ↗ |
| 2024-11-30 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 5.92 | 9.7K | 779,421 | D | ↗ |
| 2024-11-18 | Lafair Michael | Officer | S-Sale | D | Common Stock | 12,042 | 5.40 | 65.0K | 781,060 | D | ↗ |
| 2024-11-18 | Herckis Karen | Officer | S-Sale | D | Common Stock | 3,615 | 5.40 | 19.5K | 103,705 | D | ↗ |
| 2024-11-18 | Antoon Melanie | Officer | S-Sale | D | Common Stock | 2,674 | 5.40 | 14.4K | 166,346 | D | ↗ |
| 2024-10-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 5.88 | 9.6K | 793,102 | D | ↗ |
| 2024-10-29 | Garcia Susan | Officer | A-Award | A | Common Stock | 89,142 | 0.00 | — | 89,142 | D | ↗ |
| 2024-10-14 | Garcia Susan | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-09-30 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 5.88 | 9.6K | 794,741 | D | ↗ |
| 2024-08-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 5.53 | 9.1K | 796,380 | — | ↗ |
| 2024-08-19 | Lafair Michael | Officer | S-Sale | D | Common Stock | 11,552 | 4.73 | 54.6K | 798,019 | — | ↗ |
| 2024-08-19 | Herckis Karen | Officer | S-Sale | D | Common Stock | 4,106 | 4.74 | 19.5K | 107,320 | — | ↗ |
| 2024-08-19 | Antoon Melanie | Officer | S-Sale | D | Common Stock | 3,039 | 4.73 | 14.4K | 169,020 | — | ↗ |
| 2024-08-14 | Hill Scott A | Director | P-Purchase | A | Common Stock | 1,446 | 5.43 | 7.9K | 189,061 | — | ↗ |
| 2024-08-13 | Hill Scott A | Director | P-Purchase | A | Common Stock | 23,554 | 5.39 | 127.0K | 187,615 | — | ↗ |
| 2024-07-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 6.18 | 10.1K | 808,821 | — | ↗ |
| 2024-07-15 | Crum Richard Francis | Officer | A-Award | A | Common Stock | 137,931 | 0.00 | — | 137,931 | — | ↗ |
| 2024-06-30 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 5.96 | 9.8K | 810,460 | — | ↗ |
| 2024-06-13 | Offerdahl James | Director | A-Award | A | Common Stock | 24,958 | 0.00 | — | 179,983 | — | ↗ |
| 2024-06-13 | Hill Scott A | Director | A-Award | A | Common Stock | 24,958 | 0.00 | — | 164,061 | — | ↗ |
| 2024-06-13 | Burnette Colette Pierce | Director | A-Award | A | Common Stock | 24,958 | 0.00 | — | 57,605 | — | ↗ |
| 2024-06-13 | Blount Susan L | Director | A-Award | A | Common Stock | 24,958 | 0.00 | — | 60,654 | — | ↗ |
| 2024-05-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 5.85 | 9.6K | 812,099 | — | ↗ |
| 2024-05-17 | Smith Kevin Joseph | Officer | S-Sale | D | Common Stock | 7,833 | 6.65 | 52.1K | 287,106 | — | ↗ |
| 2024-05-17 | Lafair Michael | Officer | S-Sale | D | Common Stock | 7,690 | 6.65 | 51.1K | 813,738 | — | ↗ |
| 2024-05-17 | Hill Scott A | Director | S-Sale | D | Common Stock | 73,296 | 6.65 | 487.4K | 139,103 | — | ↗ |
| 2024-05-17 | Herckis Karen | Officer | S-Sale | D | Common Stock | 3,807 | 6.65 | 25.3K | 111,426 | — | ↗ |
| 2024-05-17 | Antoon Melanie | Officer | S-Sale | D | Common Stock | 2,759 | 6.65 | 18.3K | 172,059 | — | ↗ |
| 2024-04-30 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 7.55 | 12.4K | 821,428 | — | ↗ |
| 2024-04-29 | Friedrichsen Eric | Director / Officer | A-Award | A | Common Stock | 1,023,780 | 7.75 | 7.93M | 1,023,780 | — | ↗ |
| 2024-03-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 8.13 | 13.3K | 823,067 | — | ↗ |
| 2024-02-29 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 6.66 | 10.9K | 824,706 | — | ↗ |
| 2024-02-28 | Smith Kevin Joseph | Officer | S-Sale | D | Common Stock | 5,765 | 6.82 | 39.3K | 298,089 | — | ↗ |
| 2024-02-28 | Lafair Michael | Officer | S-Sale | D | Common Stock | 8,614 | 6.82 | 58.7K | 826,345 | — | ↗ |
| 2024-02-28 | Antoon Melanie | Officer | S-Sale | D | Common Stock | 2,006 | 6.82 | 13.7K | 174,818 | — | ↗ |
| 2024-02-22 | Smith Kevin Joseph | Officer | A-Award | A | Common Stock | 53,413 | 0.00 | — | 303,854 | — | ↗ |
| 2024-02-22 | Lafair Michael | Officer | A-Award | A | Common Stock | 105,578 | 0.00 | — | 834,959 | — | ↗ |
| 2024-02-22 | Antoon Melanie | Officer | A-Award | A | Common Stock | 24,926 | 0.00 | — | 176,824 | — | ↗ |
| 2024-02-21 | Hill Scott A | Director / Officer | A-Award | A | Common Stock | 218,484 | 0.00 | — | 285,227 | — | ↗ |
| 2024-02-20 | Smith Kevin Joseph | Officer | S-Sale | D | Common Stock | 5,098 | 7.60 | 38.7K | 250,441 | — | ↗ |
| 2024-02-20 | Lafair Michael | Officer | S-Sale | D | Common Stock | 4,756 | 7.61 | 36.2K | 729,381 | — | ↗ |
| 2024-02-20 | Herckis Karen | Officer | S-Sale | D | Common Stock | 3,226 | 7.61 | 24.5K | 115,233 | — | ↗ |
| 2024-02-20 | Antoon Melanie | Officer | S-Sale | D | Common Stock | 4,689 | 7.60 | 35.6K | 151,898 | — | ↗ |
| 2024-02-07 | Smith Kevin Joseph | Officer | A-Award | A | Common Stock | 57,931 | 0.00 | — | 255,539 | — | ↗ |
| 2024-02-07 | Lafair Michael | Officer | A-Award | A | Common Stock | 57,931 | 0.00 | — | 734,137 | — | ↗ |
| 2024-02-07 | Herckis Karen | Officer | A-Award | A | Common Stock | 41,380 | 0.00 | — | 118,459 | — | ↗ |
| 2024-02-07 | Antoon Melanie | Officer | A-Award | A | Common Stock | 57,931 | 0.00 | — | 156,587 | — | ↗ |
| 2024-01-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,860 | 8.18 | 15.2K | 676,206 | — | ↗ |
| 2024-01-18 | Herckis Karen | Officer | — | D | Common Stock | 0 | 0.00 | — | 77,079 | — | ↗ |
| 2024-01-18 | Antoon Melanie | Officer | — | D | Common Stock | 0 | 0.00 | — | 98,656 | — | ↗ |
| 2023-12-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,639 | 7.59 | 12.4K | 677,477 | — | ↗ |
| 2023-11-30 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,073 | 5.95 | 6.4K | 679,116 | — | ↗ |
| 2023-11-17 | Smith Kevin Joseph | Officer | S-Sale | D | Common Stock | 4,070 | 5.40 | 22.0K | 197,608 | — | ↗ |
| 2023-11-17 | Lafair Michael | Officer | S-Sale | D | Common Stock | 4,247 | 5.39 | 22.9K | 680,189 | — | ↗ |
| 2023-10-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,014 | 5.61 | 5.7K | 684,436 | — | ↗ |
| 2023-09-30 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,014 | 6.64 | 6.7K | 685,450 | — | ↗ |
| 2023-09-14 | Offerdahl James | Director | P-Purchase | A | Common Stock | 7,000 | 6.95 | 48.7K | 155,025 | — | ↗ |
| 2023-09-11 | Hill Scott A | Director / Officer | A-Award | A | Common Stock | 32,052 | 0.00 | — | 66,743 | — | ↗ |
| 2023-08-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,014 | 9.50 | 9.6K | 686,464 | — | ↗ |
| 2023-08-17 | Smith Kevin Joseph | Officer | S-Sale | D | Common Stock | 4,118 | 8.94 | 36.8K | 201,678 | — | ↗ |
| 2023-08-17 | Lafair Michael | Officer | S-Sale | D | Common Stock | 4,294 | 8.94 | 38.4K | 687,478 | — | ↗ |
| 2023-07-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,014 | 9.74 | 9.9K | 691,772 | — | ↗ |
| 2023-06-30 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,014 | 8.22 | 8.3K | 692,223 | — | ↗ |
| 2023-06-15 | Offerdahl James | Director | A-Award | A | Common Stock | 18,473 | 0.00 | — | 148,025 | — | ↗ |
| 2023-06-15 | Hill Scott A | Director | A-Award | A | Common Stock | 18,473 | 0.00 | — | 34,691 | — | ↗ |
| 2023-06-15 | Burnette Colette Pierce | Director | A-Award | A | Common Stock | 18,473 | 0.00 | — | 32,647 | — | ↗ |
| 2023-06-15 | Blount Susan L | Director | A-Award | A | Common Stock | 18,473 | 0.00 | — | 35,696 | — | ↗ |
| 2023-05-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,014 | 8.27 | 8.4K | 693,237 | — | ↗ |
| 2023-05-17 | Smith Kevin Joseph | Officer | S-Sale | D | Common Stock | 4,149 | 5.39 | 22.4K | 205,796 | — | ↗ |
| 2023-05-17 | Lafair Michael | Officer | S-Sale | D | Common Stock | 4,371 | 5.39 | 23.6K | 694,251 | — | ↗ |
| 2023-04-30 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,014 | 5.88 | 6.0K | 698,622 | — | ↗ |
| 2023-04-13 | Smith Kevin Joseph | Officer | — | D | Common Stock | 0 | 0.00 | — | 209,945 | — | ↗ |
| 2023-03-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 977 | 6.64 | 6.5K | 699,636 | — | ↗ |
| 2023-02-28 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,235 | 7.00 | 8.6K | 700,613 | — | ↗ |
| 2023-02-06 | Lafair Michael | Officer | A-Award | A | Common Stock | 263,947 | 0.00 | — | 701,848 | — | ↗ |
| 2023-01-03 | Lafair Michael | Officer | S-Sale | D | Common Stock | 1,640 | 6.35 | 10.4K | 436,401 | — | ↗ |
| 2022-12-29 | Lafair Michael | Officer | M-Exempt | A | Employee Stock Option (right to buy) | 49,965 | 0.00 | — | 0 | — | ↗ |
| 2022-12-01 | Lafair Michael | Officer | S-Sale | D | Common Stock | 1,640 | 7.69 | 12.6K | 388,076 | — | ↗ |
| 2022-11-01 | Lafair Michael | Officer | S-Sale | D | Common Stock | 1,640 | 10.64 | 17.4K | 389,716 | — | ↗ |
| 2022-10-03 | Lafair Michael | Officer | S-Sale | D | Common Stock | 1,645 | 10.03 | 16.5K | 391,356 | — | ↗ |
| 2022-09-01 | Zoellner Keith | Officer | S-Sale | D | Common Stock | 5,000 | 13.16 | 65.8K | 458,354 | — | ↗ |
| 2022-09-01 | Lafair Michael | Officer | S-Sale | D | Common Stock | 1,725 | 13.55 | 23.4K | 393,001 | — | ↗ |
| 2022-08-16 | Blount Susan L | Director | P-Purchase | A | Common Stock | 1,735 | 14.39 | 25.0K | 17,223 | — | ↗ |
| 2022-08-15 | Camara Kiwi | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 100,000 | 8.35 | 835.0K | 300,000 | — | ↗ |
| 2022-08-11 | Lafair Michael | Officer | S-Sale | D | Common Stock | 48,761 | 29.53 | 1.44M | 374,726 | — | ↗ |
| 2022-08-01 | Lafair Michael | Officer | S-Sale | D | Common Stock | 1,640 | 24.15 | 39.6K | 391,403 | — | ↗ |
| 2022-07-12 | Offerdahl James | Director | A-Award | A | Common Stock | 6,834 | 0.00 | — | 129,552 | — | ↗ |
| 2022-07-12 | Hill Scott A | Director | A-Award | A | Common Stock | 6,834 | 0.00 | — | 16,218 | — | ↗ |
| 2022-07-12 | Camara Kiwi | Officer | A-Award | A | Employee Stock Option (right to buy) | 4,366,966 | 0.00 | — | 4,366,966 | — | ↗ |
| 2022-07-12 | Burnette Colette Pierce | Director | A-Award | A | Common Stock | 6,834 | 0.00 | — | 14,174 | — | ↗ |
| 2022-07-12 | Blount Susan L | Director | A-Award | A | Common Stock | 6,834 | 0.00 | — | 15,488 | — | ↗ |
| 2022-07-01 | Lafair Michael | Officer | S-Sale | D | Common Stock | 1,230 | 18.01 | 22.2K | 393,043 | — | ↗ |
| 2022-06-02 | Stephens W. R. Jr. | Director | J-Other | D | Common Stock | 141,371 | 23.20 | 3.28M | 7,796,632 | — | ↗ |
| 2022-06-02 | Stephens Group, LLC | 10% Owner | J-Other | D | Common Stock | 141,371 | 23.20 | 3.28M | 7,796,632 | — | ↗ |
| 2022-06-02 | Clark Kenneth Aaron | Director | J-Other | A | Common Stock | 141,371 | 23.20 | 3.28M | 141,371 | — | ↗ |
| 2022-06-01 | Zoellner Keith | Officer | S-Sale | D | Common Stock | 1,473 | 22.71 | 33.5K | 464,417 | — | ↗ |
| 2022-06-01 | Lafair Michael | Officer | S-Sale | D | Common Stock | 1,030 | 24.64 | 25.4K | 394,273 | — | ↗ |
| 2022-06-01 | Deer VIII & Co. Ltd. | Director | J-Other | D | Common Stock | 651,273 | 0.00 | — | 8,652,826 | — | ↗ |
| 2022-06-01 | Bessemer Venture Partners VIII L.P. | 10% Owner | J-Other | D | Common Stock | 651,273 | 0.00 | — | 8,652,826 | — | ↗ |
| 2022-04-30 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,014 | 30.71 | 31.1K | 395,303 | — | ↗ |
| 2022-04-18 | Offerdahl James | Director | M-Exempt | A | Common Stock | 2,000 | 8.80 | 17.6K | 122,718 | — | ↗ |
| 2022-04-08 | Shimek Andrew | Officer | S-Sale | D | Common Stock | 12,100 | 32.17 | 389.3K | 126,574 | — | ↗ |
| 2022-03-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,014 | 33.97 | 34.4K | 396,317 | — | ↗ |
| 2022-03-15 | Stephens W. R. Jr. | Director | J-Other | D | Common Stock | 1,102,381 | 28.19 | 31.08M | 7,938,003 | — | ↗ |
| 2022-03-15 | Stephens Group, LLC | 10% Owner | J-Other | D | Common Stock | 1,102,381 | 28.19 | 31.08M | 7,938,003 | — | ↗ |
| 2022-03-03 | Lafair Michael | Officer | S-Sale | D | Common Stock | 5,509 | 33.56 | 184.9K | 405,822 | — | ↗ |
| 2022-03-03 | Deer VIII & Co. Ltd. | Director | J-Other | D | Common Stock | 651,273 | 0.00 | — | 9,304,099 | — | ↗ |
| 2022-03-03 | Bessemer Venture Partners VIII L.P. | 10% Owner | J-Other | D | Common Stock | 651,273 | 0.00 | — | 9,304,099 | — | ↗ |
| 2022-03-01 | Shimek Andrew | Officer | M-Exempt | A | Common Stock | 25,000 | 1.50 | 37.5K | 166,574 | — | ↗ |
| 2022-02-28 | Zoellner Keith | Officer | F-InKind | D | Common Stock | 3,162 | 37.78 | 119.5K | 468,354 | — | ↗ |
| 2022-02-28 | Offerdahl James | Director | S-Sale | D | Common Stock | 1,000 | 34.51 | 34.5K | 120,718 | — | ↗ |
| 2022-02-28 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,014 | 37.78 | 38.3K | 397,331 | — | ↗ |
| 2022-02-04 | Lafair Michael | Officer | M-Exempt | A | Common Stock | 4,316 | 1.50 | 6.5K | 402,661 | — | ↗ |
| 2022-02-03 | Lafair Michael | Officer | M-Exempt | A | Common Stock | 9,684 | 1.50 | 14.5K | 408,029 | — | ↗ |
| 2022-01-31 | Lafair Michael | Officer | F-InKind | D | Common Stock | 1,184 | 34.32 | 40.6K | 398,345 | — | ↗ |
| 2022-01-04 | Lafair Michael | Officer | M-Exempt | A | Common Stock | 18,000 | 1.50 | 27.0K | 399,529 | — | ↗ |
| 2022-01-03 | Lafair Michael | Officer | S-Sale | D | Common Stock | 5,286 | 35.18 | 186.0K | 383,129 | — | ↗ |
| 2021-12-31 | Lafair Michael | Officer | M-Exempt | A | Common Stock | 4,200 | 1.50 | 6.3K | 385,729 | — | ↗ |
| 2021-12-29 | Lafair Michael | Officer | M-Exempt | A | Common Stock | 15,000 | 1.50 | 22.5K | 381,529 | — | ↗ |
| 2021-12-20 | Lafair Michael | Officer | M-Exempt | A | Common Stock | 30,635 | 1.50 | 46.0K | 397,164 | — | ↗ |
| 2021-12-13 | Zoellner Keith | Officer | S-Sale | D | Common Stock | 18,000 | 37.47 | 674.5K | 471,516 | — | ↗ |
| 2021-11-30 | Zoellner Keith | Officer | F-InKind | D | Common Stock | 4,918 | 36.70 | 180.5K | 526,016 | — | ↗ |
| 2021-11-18 | Camara Kiwi | Director / Officer | S-Sale | D | Common Stock | 1,800 | 52.11 | 93.8K | 3,930,760 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Eric Friedrichsen Chief Executive Officer and Director | 550.0K | — | 2.84M | — | 544.5K | 132.2K | 4.06M | 69.81% | ↗ |
| 2 | 2025 | Richard Crum Executive Vice President, Chief Product, Technology and Strategy Officer | 370.0K | — | 1.31M | — | 219.8K | 12.5K | 1.91M | 68.52% | ↗ |
| 3 | 2025 | Michael S. Lafair Former Executive Vice President, Chief Financial Officer | 410.0K | — | 917.8K | — | 243.5K | 17.4K | 1.59M | 57.77% | ↗ |
| 4 | 2024 | Eric Friedrichsen Chief Executive Officer and Director | 370.9K | — | 7.93M | — | 271.0K | 75.2K | 8.65M | 91.71% | ↗ |
| 5 | 2024 | Scott Hill Chair and Former Chief Executive Officer | 218.5K | — | 1.75M | — | — | 54.5K | 2.03M | 86.53% | ↗ |
| 6 | 2024 | Michael S. Lafair Former Executive Vice President, Chief Financial Officer | 410.0K | — | 764.7K | — | 179.6K | 15.4K | 1.37M | 55.83% | ↗ |
| 7 | 2024 | Michael S. Lafair Executive Vice President, Chief Financial Officer | 410.0K | — | 764.7K | — | 179.6K | 15.4K | 1.37M | 55.83% | ↗ |
| 8 | 2024 | Melanie Antoon Executive Vice President, Chief Customer Officer | 350.0K | — | 764.7K | — | 153.3K | 10.2K | 1.28M | 59.83% | ↗ |
| 9 | 2023 | Michael S. Lafair Executive Vice President, Chief Financial Officer | 410.0K | — | 3.77M | — | 147.6K | 14.1K | 4.34M | 86.82% | ↗ |
| 10 | 2023 | Kevin Smith Executive Vice President, Chief Product Officer | 320.0K | — | 1.91M | — | 76.8K | 11.8K | 2.31M | 82.34% | ↗ |
| 11 | 2023 | Scott Hill Director and Former Chief Executive Officer | 186.5K | — | 603.9K | — | — | 38.6K | 829.0K | 72.84% | ↗ |
| 12 | 2023 | Scott Hill Chair and Former Chief Executive Officer | 186.5K | — | 603.9K | — | — | 38.6K | 829.0K | 72.84% | ↗ |
| 13 | 2023 | Kiwi Camara Former Chief Executive Officer | 344.9K | — | — | — | — | 497.00 | 345.4K | 0.00% | ↗ |
| 14 | 2022 | Kiwi Camara Co-Founder, Chief Executive Officer and Director | 500.0K | — | — | 108.96M | — | 75.6K | 109.53M | 99.47% | ↗ |
| 15 | 2022 | Kiwi Camara Former Chief Executive Officer | 500.0K | — | — | 44.36M | — | 75.6K | 44.94M | 98.72% | ↗ |
| 16 | 2022 | Andrew Shimek Former Executive Vice President, Chief Revenue Officer | 350.0K | — | 2.70M | — | — | 12.2K | 3.06M | 88.17% | ↗ |
| 17 | 2022 | Michael S. Lafair Executive Vice President, Chief Financial Officer | 410.0K | — | 2.02M | — | — | 14.2K | 2.45M | 82.66% | ↗ |
| 18 | 2022 | Keith Zoellner Former Executive Vice President, Chief Technology Officer | 320.0K | — | 1.11M | — | — | 13.8K | 1.45M | 76.93% | ↗ |
| 19 | 2021 | Michael S. Lafair Chief Financial Officer | 340.6K | — | 3.74M | — | 275.7K | 3.2K | 4.36M | 85.79% | ↗ |
| 20 | 2021 | Michael S. Lafair Executive Vice President, Chief Financial Officer | 340.6K | — | 3.74M | — | 275.7K | 3.2K | 4.36M | 85.79% | ↗ |
| 21 | 2021 | Sean Nathaniel Former Chief Operating Officer | 312.7K | — | — | 3.14M | — | 722.00 | 3.45M | 90.93% | ↗ |
| 22 | 2021 | Kiwi Camara Co-Founder, Chief Executive Officer and Director | 413.8K | — | — | — | 493.3K | 30.7K | 937.9K | 0.00% | ↗ |
| 23 | 2021 | Andrew Shimek Chief Revenue Officer | 350.0K | — | — | — | 441.2K | 1.2K | 792.4K | 0.00% | ↗ |
| 24 | 2021 | Andrew Shimek Former Executive Vice President, Chief Revenue Officer | 350.0K | — | — | — | 441.2K | 1.2K | 792.4K | 0.00% | ↗ |
| 25 | 2020 | Andrew Shimek Chief Revenue Officer | 350.0K | — | — | 218.8K | 437.2K | 1.2K | 1.01M | 21.72% | ↗ |
| 26 | 2020 | Kiwi Camara Co-Founder, Chief Executive Officer and Director | 325.0K | — | — | — | 256.1K | 2.8K | 583.9K | 0.00% | ↗ |
| 27 | 2020 | Sean Nathaniel Former Chief Operating Officer | 242.5K | — | — | 150.6K | 141.5K | 530.00 | 535.1K | 28.14% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Eric Friedrichsen | President, Chief Executive Officer & Director | 1M | male |
| Melanie Antoon | Executive Vice President & Chief Customer Officer | 513.5K | female |
| Joe Jacobson | Senior Vice President of Operations | — | male |
| Karen Herckis | Executive Vice President & Chief Human Resources Officer | — | female |
| Kristen Stanley | Director of Accounting | — | — |
| Lauren Caruso | Senior Vice President & Chief Sales Officer | — | female |
| Richard Crum | Chief Product, Technology & Strategy Officer | — | male |
| Susan Garcia | Executive Vice President, General Counsel & Chief Compliance Officer | — | female |
| Aaron Barfoot | Executive VP, CFO & Principal Accounting Officer | — | male |
| Tom Furr | Chief Marketing Officer | — | male |
| Aleksey Lakchakov | Senior Director of Finance & Head of Investor Relations | — | — |
No Senate trading activity found for this company.
No House trading activity found for this company.
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for LAW
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.

MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
