Español 
Deutsch 
Français 
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)
loanDepot, Inc. (LDI)
USD1.13
+0.01 (+0.89%)
US NYSE Financial Services Financial - Mortgages
Address
26642 Towne Centre Drive 92610
Irvine, CA, US
Irvine, CA, US
CEO
Anthony Li Hsieh
Website
loandepot.com
IPO
2021-02-11
CIK 1831631 ISIN US53946R1068
Description
loanDepot, Inc. is a financial services company operating within the United States' residential mortgage industry. It manages the full lifecycle of home loans, from initial origination and financing through their eventual sale and ongoing servicing. The firm offers a comprehensive suite of mortgage products, including conventional agency-conforming loans, prime jumbo mortgages, federal assistance residential loans, and home equity financing. Beyond its lending activities, loanDepot provides various ancillary services, such as proprietary title and escrow settlement solutions, real estate referral programs, and diverse consumer insurance policies, particularly for homeowners. Established in 2010, the company's primary corporate office is situated in Foothill Ranch, California.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary
Loading…
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
USD1.13
+0.01 (+0.89%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
2M
Beta
3.05
Float Shares
235.24M
Free Float %
70.2%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -7.14% | -6.47% | -5.11% | -35.96% | -55.48% | -37.20% | +16.07% | -28.57% | -89.57% | -94.09% | -94.09% |
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From
To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
Loading histogram data…
Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (12 ratings, all time)
Hold
Price Targets & DCF
Current price
1.13
Low
1.75
+54.9%
Consensus
2.08
+84.1%
Median
2.08
+83.6%
High
2.40
+112.4%
Ratings Trend (MoM)
0% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 2 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 1 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 5 |
2.31
+104.4%
|
| All Time | 6 |
2.93
+159.3%
|
Quality scores
Altman Z-Score
-0.31
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Mortgages: +18.2%+37.6% ★ Q1'26: +36.6% (vs Q1'25)
-
EPS growth Financial - Mortgages: +18.3%+43.4% ★ Q1'26: -45.5% (vs Q1'25)
-
FCF margin FCF growth · Financial - Mortgages: +84.8%-9.5% Q1'26: -45.7% (vs Q1'25)
-
EBIT margin Financial - Mortgages: +34.8%+13.2% Q1'26: +6.4% (vs Q1'25)
-
ROIC Financial - Mortgages: +4.9%+4.0% Q1'26: +1.9% (vs Q1'25)
-
Share dilution Financial - Mortgages: 0.0%+13.7% Q1'26: +14.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Mortgages: 7.44×21.96× Q1'26: 41.76× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
3.76B
est: 3.73B (+0.8%)
|
1.41B
est: 1.27B (+10.9%)
|
1.04B
est: 911.64M (+14.5%)
|
1.12B
est: 1.12B (-0.4%)
|
1.54B
est: 1.22B (+26.1%)
|
1.36B
1.36B – 1.36B
+11.6% YoY
|
1.57B
1.57B – 1.58B
+15.6% YoY
|
1.61B
1.61B – 1.62B
+2.5% YoY
|
| EBITDA |
724.67M
est: 360.23M (+101.2%)
|
-627.01M
est: 290.86M (-315.6%)
|
-222.89M
est: -89.45M (-149.2%)
|
-195.73M
est: -110.07M (-77.8%)
|
229.43M
est: -119.59M (+291.8%)
|
-133.47M
-133.93M – -133.00M
-11.6% YoY
|
-154.32M
-154.86M – -153.77M
-15.6% YoY
|
-158.18M
-158.73M – -157.62M
-2.5% YoY
|
| EBIT |
666.52M
est: 14.42M (+4,523.1%)
|
-689.98M
est: -97.55M (-607.3%)
|
-278.31M
est: -120.89M (-130.2%)
|
-242.85M
est: -148.75M (-63.3%)
|
203.21M
est: -161.62M (+225.7%)
|
-180.37M
-181.00M – -179.74M
-11.6% YoY
|
-208.55M
-209.28M – -207.82M
-15.6% YoY
|
-213.77M
-214.52M – -213.01M
-2.5% YoY
|
| Net Income |
113.52M
est: 110.33M (+2.9%)
|
-273.02M
est: -203.70M (-34.0%)
|
-110.14M
est: -129.51M (+15.0%)
|
-98.33M
est: -43.80M (-124.5%)
|
-62.65M
est: -35.67M (-75.6%)
|
-2.64M
-2.65M – -2.63M
+92.6% YoY
|
42.73M
42.54M – 42.93M
+1,720.0% YoY
|
42.20M
42.01M – 42.40M
-1.2% YoY
|
| SGA |
2.61B
est: 2.30B (+13.5%)
|
1.53B
est: 1.01B (+52.0%)
|
918.62M
est: 676.16M (+35.9%)
|
937.39M
est: 832.00M (+12.7%)
|
323.77M
est: 903.98M (-64.2%)
|
1.01B
1.01B – 1.01B
+11.6% YoY
|
1.17B
1.16B – 1.17B
+15.6% YoY
|
1.20B
1.19B – 1.20B
+2.5% YoY
|
| EPS |
0.83
est: 1.82 (-54.5%)
|
-1.75
est: -1.45 (-20.6%)
|
-0.63
est: -0.61 (-2.7%)
|
-0.53
est: -0.21 (-155.4%)
|
-0.30
est: -0.17 (-77.5%)
|
-0.01
-0.01 – -0.01
+92.6% YoY
|
0.20
0.20 – 0.20
+1,720.0% YoY
|
0.20
0.20 – 0.20
-1.2% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-08 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-07 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-06 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-05 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-04 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-30 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-29 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-28 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-27 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-24 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-23 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-22 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-21 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-20 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-17 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-16 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-720.90M
OE per share TTM
-3.28
Owner's Yield
-211.31%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
5.8%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
33
Total invested
9.56M
Insider transactions (90d)
0
Beneficial owners (>5%)
14
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Anthony Hsieh | 132.53M | 57.70% | 3.93M | 128.60M | 3.93M | 10.00 | IN | United States | 2024-12-05 | ↗ |
| 2 | Brian P. Golson | 104.23M | 83.89% | — | 104.23M | — | 104.23M | OO | — | 2022-02-11 | ↗ |
| 3 | David J. Ament | 104.23M | 83.89% | — | 104.23M | — | 104.23M | OO | — | 2022-02-11 | ↗ |
| 4 | PCP Managers GP, LLC | 104.23M | 83.89% | — | 104.23M | — | 104.23M | OO | — | 2022-02-11 | ↗ |
| 5 | 94-3366999 | 4.33M | 5.31% | — | — | 13.00 | 4.33M | IA | USA | 2024-02-13 | ↗ |
| 6 | J. Carlo Cannell | 4.33M | 5.31% | — | — | 13.00 | 4.33M | HC, IN | USA | 2024-02-13 | ↗ |
| 7 | The Vanguard Group - 23-1945930 | 1.50M | 7.47% | — | — | — | — | IA | — | 2022-02-10 | ↗ |
| 8 | Basswood Capital Management, L.L.C. | 1.33M | 6.66% | — | 1.33M | — | — | IA | Delaware | 2022-02-14 | ↗ |
| 9 | Bennett Lindenbaum | 1.33M | 6.66% | — | 1.33M | — | — | HC, IN | United States | 2022-02-14 | ↗ |
| 10 | Matthew Lindenbaum | 1.33M | 6.66% | — | 1.33M | — | — | HC, IN | United States | 2022-02-14 | ↗ |
| 11 | 52-0556948 | 1.20M | 5.90% | — | — | 1.20M | — | IA | Maryland | 2022-02-14 | ↗ |
| 12 | State of Michigan Retirement System | 1.18M | 5.90% | 1.18M | — | 1.18M | — | EP | — | 2022-02-08 | ↗ |
| 13 | 13-3127734 | 1.03M | 5.12% | 762.8K | — | 1.03M | — | HC | Delaware | 2022-02-11 | ↗ |
| 14 | 26-0385758 | 1.03M | 5.12% | 762.8K | — | 1.03M | — | IA | Delaware | 2022-02-11 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
33
-114 vs prev Q
New positions
6
Closed positions
113
Increased
15
Reduced
6
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 129.0K +129.0K (+100.0%) | 267.06M +267.1M (+100.0%) | 0.06% +0.062 pp | 0.11% +0.105 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 7.22M +983.5K (+15.8%) | 14.94M -4.2M (-21.9%) | 3.49% +0.493 pp | 0.00% 0.000 pp | USD1.92 +7.8% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 6.23M +1.7M (+37.6%) | 12.90M -1.0M (-7.2%) | 3.01% +0.837 pp | 0.00% +0.000 pp | USD3.38 -38.8% | 20 qtrs — |
| 4 | JANE STREET GROUP, LLC | 2.69M +1.1M (+66.5%) | 5.56M +608.5K (+12.3%) | 1.30% +0.524 pp | 0.00% +0.000 pp | USD2.67 -22.5% | 6 qtrs — |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.60M +472.2K (+22.2%) | 5.37M -1.1M (-17.6%) | 1.26% +0.234 pp | 0.00% 0.000 pp | USD1.77 +16.9% | 14 qtrs — |
| 6 | MILLENNIUM MANAGEMENT LLC | 2.55M -3.1M (-54.7%) | 5.28M -12.0M (-69.4%) | 1.23% -1.470 pp | 0.00% -0.005 pp | USD2.91 -28.9% | 18 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.19M +148.6K (+7.3%) | 4.54M -1.7M (-27.7%) | 1.06% +0.078 pp | 0.00% 0.000 pp | USD2.08 -0.5% | 20 qtrs — |
| 8 | UBS GROUP AG | 1.77M -247.9K (-12.3%) | 3.67M -2.5M (-40.8%) | 0.86% -0.114 pp | 0.00% 0.000 pp | USD2.93 -29.4% | 20 qtrs — |
| 9 | STATE STREET CORP | 1.64M +5.8K (+0.4%) | 3.40M -1.6M (-32.3%) | 0.79% +0.007 pp | 0.00% 0.000 pp | USD2.40 -13.8% | 19 qtrs — |
| 10 | WASATCH ADVISORS LP | 1.56M +1.6M (+100.0%) | 3.23M +3.2M (+100.0%) | 0.75% +0.755 pp | 0.02% +0.019 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 11 | TWO SIGMA INVESTMENTS, LP | 1.15M +1.1M (+1,184.5%) | 2.38M +2.1M (+766.1%) | 0.56% +0.514 pp | 0.00% +0.003 pp | USD2.15 -3.7% | 2 qtrs — |
| 12 | ALLIANZ ASSET MANAGEMENT GMBH | 970.2K +970.2K (+100.0%) | 2.01M +2.0M (+100.0%) | 0.47% +0.469 pp | 0.00% +0.002 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 13 | WOLVERINE ASSET MANAGEMENT LLC | 887.8K +— (+0.0%) | 1.84M -887.8K (-32.6%) | 0.43% +0.003 pp | 0.01% -0.006 pp | USD2.08 -0.5% | 15 qtrs — |
| 14 | CETERA INVESTMENT ADVISERS | 660.1K +88.2K (+15.4%) | 1.37M -389.4K (-22.2%) | 0.32% +0.044 pp | 0.00% -0.001 pp | USD2.82 -26.6% | 8 qtrs — |
| 15 | NORTHERN TRUST CORP | 639.3K -12.7K (-1.9%) | 1.32M -678.2K (-33.9%) | 0.31% -0.004 pp | 0.00% 0.000 pp | USD1.63 +27.0% | 18 qtrs — |
| 16 | NUVEEN, LLC | 623.1K +487.8K (+360.5%) | 1.29M +874.5K (+210.5%) | 0.30% +0.236 pp | 0.00% +0.000 pp | USD1.98 +4.5% | 3 qtrs — |
| 17 | GOLDMAN SACHS GROUP INC | 569.5K +63.8K (+12.6%) | 1.18M -373.6K (-24.1%) | 0.28% +0.032 pp | 0.00% +0.000 pp | USD2.89 -28.4% | 5 qtrs — |
| 18 | WALLEYE CAPITAL LLC | 516.0K +516.0K (+100.0%) | 1.07M +1.1M (+100.0%) | 0.25% +0.250 pp | 0.00% +0.003 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 19 | GSA CAPITAL PARTNERS LLP | 503.5K +482.2K (+2,266.6%) | 1.04M +977.0K (+1,503.1%) | 0.24% +0.233 pp | 0.09% +0.084 pp | USD2.11 -1.9% | 2 qtrs — |
| 20 | LEISURE CAPITAL MANAGEMENT | 500.0K +— (+0.0%) | 1.04M -500.0K (-32.6%) | 0.24% +0.001 pp | 0.34% -0.183 pp | USD3.07 -32.6% | 2 qtrs — |
| 21 | SQUAREPOINT OPS LLC | 439.5K -264.4K (-37.6%) | 909.7K -1.3M (-57.9%) | 0.21% -0.126 pp | 0.00% -0.001 pp | USD2.95 -29.8% | 9 qtrs — |
| 22 | TUDOR INVESTMENT CORP ET AL | 414.8K -275.2K (-39.9%) | 858.6K -1.3M (-59.5%) | 0.20% -0.131 pp | 0.00% -0.002 pp | USD2.94 -29.6% | 8 qtrs — |
| 23 | SPEARS ABACUS ADVISORS LLC | 379.8K +39.0K (+11.4%) | 786.2K -260.1K (-24.9%) | 0.18% +0.020 pp | 0.01% -0.005 pp | USD2.20 -5.9% | 6 qtrs — |
| 24 | CULLEN CAPITAL MANAGEMENT, LLC | 363.3K -1.6K (-0.4%) | 752.1K -368.2K (-32.9%) | 0.18% +0.000 pp | 0.01% -0.004 pp | USD2.78 -25.5% | 9 qtrs — |
| 25 | INVESCO LTD. | 344.5K -79.7K (-18.8%) | 713.2K -589.3K (-45.2%) | 0.17% -0.037 pp | 0.00% 0.000 pp | USD2.59 -20.1% | 4 qtrs — |
| 26 | TWO SIGMA ADVISERS, LP | 328.5K +328.5K (+100.0%) | 680.0K +680.0K (+100.0%) | 0.16% +0.159 pp | 0.00% +0.001 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 27 | BANK OF AMERICA CORP /DE/ | 318.3K +111.1K (+53.6%) | 658.9K +22.7K (+3.6%) | 0.15% +0.054 pp | 0.00% +0.000 pp | USD2.58 -19.8% | 13 qtrs — |
| 28 | MORGAN STANLEY | 311.1K -85.6K (-21.6%) | 644.0K -574.0K (-47.1%) | 0.15% -0.040 pp | 0.00% +0.000 pp | USD2.33 -11.2% | 20 qtrs — |
| 29 | LOS ANGELES CAPITAL MANAGEMENT LLC | 209.0K +209.0K (+100.0%) | 633.2K +633.2K (+100.0%) | 0.10% +0.101 pp | 0.00% +0.002 pp | USD2.07 +0.0% | 3 qtrs — |
| 30 | CITADEL ADVISORS LLC | 295.7K -719.8K (-70.9%) | 612.1K -2.5M (-80.4%) | 0.14% -0.345 pp | 0.00% 0.000 pp | USD2.94 -29.6% | 17 qtrs — |
| 31 | QUANTBOT TECHNOLOGIES LP | 291.0K +291.0K (+100.0%) | 602.3K +602.3K (+100.0%) | 0.14% +0.141 pp | 0.02% +0.020 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 32 | RENAISSANCE TECHNOLOGIES LLC | 280.3K +198.2K (+241.5%) | 580.3K +328.3K (+130.2%) | 0.14% +0.096 pp | 0.00% +0.001 pp | USD2.51 -17.5% | 18 qtrs — |
| 33 | GRAHAM CAPITAL MANAGEMENT, L.P. | 232.1K +232.1K (+100.0%) | 480.4K +480.4K (+100.0%) | 0.11% +0.112 pp | 0.01% +0.012 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 34 | BARCLAYS PLC | 230.9K -567.3K (-71.1%) | 478.1K -1.7M (-78.1%) | 0.11% -0.272 pp | 0.00% 0.000 pp | USD2.75 -24.7% | 6 qtrs — |
| 35 | BANK OF NEW YORK MELLON CORP | 224.6K +11.1K (+5.2%) | 464.9K -190.6K (-29.1%) | 0.11% +0.006 pp | 0.00% +0.000 pp | USD1.61 +28.6% | 4 qtrs — |
| 36 | POINT72 ASSET MANAGEMENT, L.P. | 212.3K +212.3K (+100.0%) | 439.4K +439.4K (+100.0%) | 0.10% +0.103 pp | 0.00% +0.001 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 37 | QUBE RESEARCH & TECHNOLOGIES LTD | 203.1K +203.1K (+100.0%) | 420.5K +420.5K (+100.0%) | 0.10% +0.098 pp | 0.00% +0.000 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 38 | VIRTU FINANCIAL LLC | 202.6K -58.9K (-22.5%) | 419.0K -384.0K (-47.8%) | 0.10% -0.028 pp | 0.02% -0.029 pp | USD2.89 -28.4% | 3 qtrs — |
| 39 | DIMENSIONAL FUND ADVISORS LP | 161.7K +1.7K (+1.1%) | 334.5K -157.2K (-32.0%) | 0.08% +0.001 pp | 0.00% +0.000 pp | USD1.92 +7.8% | 8 qtrs — |
| 40 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 153.8K -529.4K (-77.5%) | 318.4K -1.8M (-84.8%) | 0.07% -0.254 pp | 0.00% 0.000 pp | USD3.00 -31.0% | 12 qtrs — |
| 41 | ENGINEERS GATE MANAGER LP | 153.4K +153.4K (+100.0%) | 317.5K +317.5K (+100.0%) | 0.07% +0.074 pp | 0.00% +0.004 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 42 | AQR CAPITAL MANAGEMENT LLC | 151.3K +785.0 (+0.5%) | 313.2K -148.9K (-32.2%) | 0.07% +0.001 pp | 0.00% 0.000 pp | USD3.06 -32.4% | 2 qtrs — |
| 43 | IMC-CHICAGO, LLC | 129.4K +9.5K (+7.9%) | 267.9K -100.4K (-27.3%) | 0.06% +0.005 pp | 0.00% +0.000 pp | USD3.00 -31.0% | 2 qtrs — |
| 44 | BUCKINGHAM STRATEGIC PARTNERS | 120.5K +120.5K (+100.0%) | 249.5K +249.5K (+100.0%) | 0.06% +0.058 pp | 0.00% +0.003 pp | USD2.07 +0.0% | 6 qtrs — |
| 45 | SHAY CAPITAL LLC | 115.0K +15.0K (+15.0%) | 238.1K -69.0K (-22.5%) | 0.06% +0.008 pp | 0.02% -0.002 pp | USD2.94 -29.6% | 2 qtrs — |
| 46 | CERITY PARTNERS LLC | 108.7K -957.0 (-0.9%) | 225.1K -111.7K (-33.2%) | 0.05% 0.000 pp | 0.00% 0.000 pp | USD1.58 +31.0% | 3 qtrs — |
| 47 | XTX TOPCO LTD | 108.6K +108.6K (+100.0%) | 224.8K +224.8K (+100.0%) | 0.05% +0.053 pp | 0.01% +0.006 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 48 | WELLS FARGO & COMPANY/MN | 105.3K +38.8K (+58.3%) | 218.1K +13.8K (+6.7%) | 0.05% +0.019 pp | 0.00% +0.000 pp | USD1.78 +16.3% | 20 qtrs — |
| 49 | CREATIVE PLANNING | 103.4K +88.3K (+585.2%) | 214.1K +167.8K (+362.0%) | 0.05% +0.043 pp | 0.00% +0.000 pp | USD2.22 -6.8% | 2 qtrs — |
| 50 | SIMPLEX TRADING, LLC | 87.0K +82.4K (+1,793.6%) | 180.1K +166.1K (+1,186.5%) | 0.04% +0.040 pp | 0.00% +0.000 pp | USD2.03 +2.0% | 17 qtrs — |
| 51 | DEUTSCHE BANK AG\ | 84.3K +3.1K (+3.8%) | 174.5K -74.7K (-30.0%) | 0.04% +0.002 pp | 0.00% +0.000 pp | USD1.30 +59.2% | 3 qtrs — |
| 52 | LPL FINANCIAL LLC | 82.0K +6.3K (+8.3%) | 169.8K -62.6K (-26.9%) | 0.04% +0.003 pp | 0.00% +0.000 pp | USD1.58 +31.0% | 16 qtrs — |
| 53 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 74.3K +74.3K (+100.0%) | 153.8K +153.8K (+100.0%) | 0.04% +0.036 pp | 0.04% +0.037 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 54 | RHUMBLINE ADVISERS | 67.5K -13.5K (-16.7%) | 139.7K -108.9K (-43.8%) | 0.03% -0.006 pp | 0.00% 0.000 pp | USD1.29 +60.5% | 3 qtrs — |
| 55 | STATE OF WYOMING | 64.8K +64.8K (+100.0%) | 134.2K +134.2K (+100.0%) | 0.03% +0.031 pp | 0.01% +0.015 pp | USD2.07 +0.0% | 12 qtrs — |
| 56 | REQUISITE CAPITAL MANAGEMENT, LLC | 60.0K -100.0K (-62.5%) | 124.2K -127.6K (-50.7%) | 0.03% -0.048 pp | 0.02% -0.019 pp | USD2.96 -30.1% | 6 qtrs — |
| 57 | SCHONFELD STRATEGIC ADVISORS LLC | 58.5K +25.1K (+75.0%) | 121.0K +18.5K (+18.0%) | 0.03% +0.012 pp | 0.00% +0.000 pp | USD2.64 -21.6% | 2 qtrs — |
| 58 | D. E. SHAW & CO., INC. | 53.2K -79.4K (-59.9%) | 110.1K -297.1K (-73.0%) | 0.03% -0.038 pp | 0.00% 0.000 pp | USD3.07 -32.6% | 2 qtrs — |
| 59 | PRICE T ROWE ASSOCIATES INC /MD/ | 52.3K +11.0K (+26.7%) | 109.0K -18.0K (-14.2%) | 0.03% +0.005 pp | 0.00% +0.000 pp | USD1.44 +43.8% | 3 qtrs — |
| 60 | METLIFE INVESTMENT MANAGEMENT, LLC | 52.1K +— (+0.0%) | 107.8K -52.1K (-32.6%) | 0.03% +0.000 pp | 0.00% 0.000 pp | USD3.07 -32.6% | 2 qtrs — |
| 61 | VERITION FUND MANAGEMENT LLC | 49.7K +1.8K (+3.8%) | 102.8K -44.0K (-30.0%) | 0.02% +0.001 pp | 0.00% 0.000 pp | USD2.26 -8.4% | 7 qtrs — |
| 62 | TFC FINANCIAL MANAGEMENT, INC. | 49.6K +— (+0.0%) | 102.6K -49.6K (-32.6%) | 0.02% +0.000 pp | 0.01% -0.007 pp | USD6.53 -68.3% | 19 qtrs — |
| 63 | BALYASNY ASSET MANAGEMENT L.P. | 49.4K +34.3K (+227.5%) | 102.2K +55.9K (+120.9%) | 0.02% +0.017 pp | 0.00% +0.000 pp | USD2.38 -13.0% | 4 qtrs — |
| 64 | ROYAL BANK OF CANADA | 48.1K -22.3K (-31.7%) | 99.0K -116.0K (-54.0%) | 0.02% -0.011 pp | 0.00% +0.000 pp | USD2.51 -17.5% | 18 qtrs — |
| 65 | QUADRATURE CAPITAL LTD | 43.5K +43.5K (+100.0%) | 90.1K +90.1K (+100.0%) | 0.02% +0.021 pp | 0.00% +0.001 pp | USD2.07 +0.0% | 7 qtrs — |
| 66 | MAI CAPITAL MANAGEMENT | 42.0K +— (+0.0%) | 86.9K -42.0K (-32.6%) | 0.02% +0.000 pp | 0.00% 0.000 pp | USD1.27 +63.0% | 3 qtrs — |
| 67 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 41.4K +3.6K (+9.4%) | 85.8K -30.5K (-26.2%) | 0.02% +0.002 pp | 0.00% 0.000 pp | USD1.34 +54.5% | 3 qtrs — |
| 68 | CITIZENS FINANCIAL GROUP INC/RI | 39.5K +25.5K (+182.8%) | 81.7K +38.8K (+90.7%) | 0.02% +0.012 pp | 0.00% +0.001 pp | USD2.42 -14.5% | 2 qtrs — |
| 69 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 39.4K -846.0 (-2.1%) | 81.6K -42.0K (-34.0%) | 0.02% 0.000 pp | 0.00% -0.001 pp | USD1.37 +51.1% | 4 qtrs — |
| 70 | CONCURRENT INVESTMENT ADVISORS, LLC | 39.1K +39.1K (+100.0%) | 80.9K +80.9K (+100.0%) | 0.02% +0.019 pp | 0.00% +0.001 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 71 | JUMP FINANCIAL, LLC | 38.2K +38.2K (+100.0%) | 79.1K +79.1K (+100.0%) | 0.02% +0.019 pp | 0.00% +0.001 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 72 | IEQ CAPITAL, LLC | 37.3K -12.7K (-25.4%) | 77.2K -76.3K (-49.7%) | 0.02% -0.006 pp | 0.00% 0.000 pp | USD1.51 +37.1% | 3 qtrs — |
| 73 | INTECH INVESTMENT MANAGEMENT LLC | 36.8K +— (+0.0%) | 76.3K -36.8K (-32.6%) | 0.02% +0.000 pp | 0.00% 0.000 pp | USD1.27 +63.0% | 3 qtrs — |
| 74 | JPMORGAN CHASE & CO | 35.7K +2.2K (+6.6%) | 73.8K -28.9K (-28.1%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD2.34 -11.5% | 8 qtrs — |
| 75 | B. RILEY WEALTH ADVISORS, INC. | 32.1K +8.6K (+36.6%) | 66.4K -5.7K (-7.9%) | 0.02% +0.004 pp | 0.00% 0.000 pp | USD2.80 -26.1% | 2 qtrs — |
| 76 | ENVESTNET ASSET MANAGEMENT INC | 31.2K -3.8K (-11.0%) | 64.6K -43.0K (-40.0%) | 0.02% -0.002 pp | 0.00% +0.000 pp | USD2.22 -6.8% | 9 qtrs — |
| 77 | SEI INVESTMENTS CO | 28.5K +— (+0.0%) | 59.0K -28.5K (-32.6%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD3.07 -32.6% | 2 qtrs — |
| 78 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 28.1K +507.0 (+1.8%) | 58.2K -26.5K (-31.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD3.05 -32.1% | 2 qtrs — |
| 79 | RAYMOND JAMES FINANCIAL INC | 27.7K -941.0 (-3.3%) | 57.3K -30.6K (-34.8%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD2.64 -21.6% | 3 qtrs — |
| 80 | NEW YORK STATE COMMON RETIREMENT FUND | 26.2K +— (+0.0%) | 54.2K -26.2K (-32.6%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD1.27 +63.0% | 3 qtrs — |
| 81 | MARINER, LLC | 23.8K +23.8K (+100.0%) | 49.3K +49.3K (+100.0%) | 0.01% +0.012 pp | 0.00% +0.000 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 82 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 22.7K +— (+0.0%) | 46.9K -22.7K (-32.6%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD3.07 -32.6% | 2 qtrs — |
| 83 | KATHMERE CAPITAL MANAGEMENT, LLC | 22.2K +22.2K (+100.0%) | 46.0K +46.0K (+100.0%) | 0.01% +0.011 pp | 0.00% +0.003 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 84 | ATRIA INVESTMENTS, INC | 20.4K -410.0 (-2.0%) | 42.3K -21.7K (-33.9%) | 0.01% 0.000 pp | 0.00% 0.000 pp | USD1.96 +5.6% | 7 qtrs — |
| 85 | BNP PARIBAS ARBITRAGE, SNC | 20.3K +852.0 (+4.4%) | 42.0K -17.7K (-29.6%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD2.41 -14.1% | 3 qtrs — |
| 86 | SCIENTECH RESEARCH LLC | 20.0K +20.0K (+100.0%) | 41.3K +41.3K (+100.0%) | 0.01% +0.010 pp | 0.03% +0.026 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 87 | TWO SIGMA SECURITIES, LLC | 19.4K +19.4K (+100.0%) | 40.2K +40.2K (+100.0%) | 0.01% +0.009 pp | 0.01% +0.006 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 88 | INSIGNEO ADVISORY SERVICES, LLC | 18.8K +18.8K (+100.0%) | 39.0K +39.0K (+100.0%) | 0.01% +0.009 pp | 0.00% +0.003 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 89 | BANK OF MONTREAL /CAN/ | 18.2K +18.2K (+100.0%) | 37.7K +37.7K (+100.0%) | 0.01% +0.009 pp | 0.00% +0.000 pp | USD2.07 +0.0% | 1 qtrs NEW |
| 90 | ADVISOR GROUP HOLDINGS, INC. | 17.7K +4.3K (+32.3%) | 36.6K -2.5K (-6.4%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD3.42 -39.5% | 20 qtrs — |
| 91 | HARBOUR INVESTMENTS, INC. | 17.5K +8.5K (+94.7%) | 36.3K +8.6K (+31.3%) | 0.01% +0.004 pp | 0.00% +0.000 pp | USD1.75 +18.3% | 15 qtrs — |
| 92 | PEAK6 LLC | 16.8K -147.2K (-89.8%) | 34.8K -468.7K (-93.1%) | 0.01% -0.071 pp | 0.00% -0.001 pp | USD3.07 -32.6% | 2 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 53 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Vanguard U.S. Momentum Factor ETF VFMO | 0.05% | 808.6K | 0.13% |
| 2 | iShares Micro-Cap ETF IWC | 0.03% | 428.7K | 0.60% |
| 3 | Invesco RAFI US 1500 Small-Mid ETF PRFZ | 0.02% | 497.8K | 0.34% |
| 4 | Schwab Fundamental U.S. Small Company Index ETF FNDA | 0.02% | 1.53M | 0.25% |
| 5 | iShares Russell 2000 Value ETF IWN | 0.01% | 1.30M | 0.24% |
| 6 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 104.0K | 0.06% |
| 7 | iShares Russell 2000 BuyWrite ETF IWMW | 0.00% | 2.4K | 0.39% |
| 8 | iShares Russell 2000 ETF IWM | 0.00% | 3.54M | 0.19% |
| 9 | iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO | 0.00% | 23.1K | 0.36% |
| 10 | Global X - Russell 2000 ETF RSSL | 0.00% | 59.7K | 0.08% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
0.77
Neutral
Buys
10
Sells
20
Shares acquired
581.6K
Shares disposed
760.0K
Cash buys
—
Cash sales
—
Net activity
-178,482
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | Smallwood Gregory | Officer | M-Exempt | D | Performance Share Units | 46,099 | 0.00 | — | 46,099 | D | ↗ |
| 2026-04-15 | Hayes David R | Officer | M-Exempt | D | Performance Share Units | 117,021 | 0.00 | — | 117,021 | D | ↗ |
| 2026-04-15 | Grassi Joseph J III | Officer | F-InKind | D | Class A Common Stock | 13,876 | 1.55 | 21.5K | 274,105 | D | ↗ |
| 2026-04-15 | Graeler Darren | Officer | F-InKind | D | Class A Common Stock | 4,881 | 1.55 | 7.6K | 247,696 | D | ↗ |
| 2026-04-15 | DerGurahian Jeffrey Michael | Officer | M-Exempt | A | Class A Common Stock | 70,922 | 0.00 | — | 1,334,954 | D | ↗ |
| 2026-03-16 | Smallwood Gregory | Officer | M-Exempt | A | Class A Common Stock | 118,613 | 0.00 | — | 330,202 | D | ↗ |
| 2026-03-16 | Marchetti Dominick Edilio | Officer | A-Award | A | Performance Share Units | 393,081 | 0.00 | — | 393,081 | D | ↗ |
| 2026-03-16 | Hayes David R | Officer | F-InKind | D | Class A Common Stock | 74,906 | 1.56 | 116.9K | 565,629 | D | ↗ |
| 2026-03-16 | Grassi Joseph J III | Officer | A-Award | A | Performance Share Units | 102,201 | 0.00 | — | 102,201 | D | ↗ |
| 2026-03-16 | Graeler Darren | Officer | A-Award | A | Restricted Stock Units | 70,754 | 0.00 | — | 70,754 | D | ↗ |
| 2026-03-16 | DerGurahian Jeffrey Michael | Officer | M-Exempt | A | Class A Common Stock | 182,482 | 0.00 | — | 1,257,177 | D | ↗ |
| 2026-02-27 | PATENAUDE PAMELA H. | Director | M-Exempt | D | Restricted Stock Units | 24,606 | 0.00 | — | 24,607 | D | ↗ |
| 2026-02-27 | OZONIAN STEVEN | Director | M-Exempt | D | Restricted Stock Units | 24,606 | 0.00 | — | 24,607 | D | ↗ |
| 2026-02-27 | LEPORE DAWN G | Director | M-Exempt | A | Class A Common Stock | 24,606 | 0.00 | — | 208,351 | D | ↗ |
| 2026-02-11 | PCP MANAGERS GP, LLC | Director / 10% Owner | C-Conversion | A | Class A Common Stock | 97,026,671 | 0.00 | — | 103,458,646 | I | ↗ |
| 2026-02-11 | LEPORE DAWN G | Director | C-Conversion | A | Class B Common Stock | 147,130 | 0.00 | — | 147,130 | I | ↗ |
| 2026-02-11 | Hsieh Anthony Li | Director / Officer / 10% Owner | C-Conversion | A | Class B Common Stock | 66,404,880 | 0.00 | — | 66,404,880 | I | ↗ |
| 2026-02-11 | DerGurahian Jeffrey Michael | Officer | C-Conversion | A | Class B Common Stock | 1,598,390 | 0.00 | — | 1,598,390 | I | ↗ |
| 2026-01-15 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 884,495 | 2.70 | 2.38M | 0 | I | ↗ |
| 2026-01-14 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 415,505 | 2.66 | 1.10M | 884,495 | I | ↗ |
| 2025-12-21 | Hsieh Anthony Li | Director / Officer / 10% Owner | J-Other | D | Class C Common Stock | 1,300,000 | 0.00 | — | 24,945,633 | I | ↗ |
| 2025-12-19 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 217,774 | 2.28 | 496.0K | 0 | I | ↗ |
| 2025-12-18 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 223,488 | 2.32 | 519.1K | 217,774 | I | ↗ |
| 2025-12-17 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 308,379 | 2.29 | 707.0K | 441,262 | I | ↗ |
| 2025-12-16 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 290,108 | 2.41 | 698.8K | 749,641 | I | ↗ |
| 2025-12-15 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 260,251 | 2.49 | 648.2K | 1,039,749 | I | ↗ |
| 2025-12-15 | Graeler Darren | Officer | M-Exempt | A | Class A Common Stock | 18,601 | 0.00 | — | 238,472 | D | ↗ |
| 2025-12-10 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 230,815 | 2.70 | 622.0K | 1,300,000 | I | ↗ |
| 2025-12-09 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 399,919 | 2.67 | 1.07M | 1,530,815 | I | ↗ |
| 2025-12-08 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 369,266 | 2.81 | 1.04M | 1,930,734 | I | ↗ |
| 2025-12-02 | LEPORE DAWN G | Director | S-Sale | D | Class A Common Stock | 9,403 | 2.74 | 25.7K | 183,745 | D | ↗ |
| 2025-11-28 | PCP MANAGERS GP, LLC | Director / 10% Owner | M-Exempt | A | Class A Common Stock | 49,212 | 0.00 | — | 6,431,975 | I | ↗ |
| 2025-11-28 | PATENAUDE PAMELA H. | Director | M-Exempt | D | Restricted Stock Units | 24,606 | 0.00 | — | 49,213 | D | ↗ |
| 2025-11-28 | OZONIAN STEVEN | Director | M-Exempt | D | Restricted Stock Units | 24,606 | 0.00 | — | 49,213 | D | ↗ |
| 2025-11-28 | Lee John Hoon | Director | M-Exempt | A | Class A Common Stock | 24,606 | 0.00 | — | 211,387 | D | ↗ |
| 2025-11-28 | LEPORE DAWN G | Director | M-Exempt | D | Restricted Stock Units | 24,606 | 0.00 | — | 49,213 | D | ↗ |
| 2025-11-28 | Hsieh Anthony Li | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 24,606 | 0.00 | — | 49,213 | D | ↗ |
| 2025-11-25 | DerGurahian Jeffrey Michael | Officer | S-Sale | D | Class A Common Stock | 250,000 | 3.01 | 753.5K | 1,074,695 | D | ↗ |
| 2025-11-19 | Hsieh Anthony Li | Director / Officer / 10% Owner | J-Other | D | Class C Common Stock | 2,300,000 | 0.00 | — | 26,245,633 | I | ↗ |
| 2025-11-17 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 178,501 | 2.51 | 447.1K | 0 | I | ↗ |
| 2025-11-14 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 1,121,499 | 2.50 | 2.80M | 178,501 | I | ↗ |
| 2025-11-12 | LEPORE DAWN G | Director | S-Sale | D | Class A Common Stock | 30,624 | 2.89 | 88.5K | 168,542 | D | ↗ |
| 2025-11-12 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 700,000 | 2.87 | 2.01M | 1,300,000 | I | ↗ |
| 2025-11-10 | LEPORE DAWN G | Director | S-Sale | D | Class A Common Stock | 50,038 | 2.85 | 142.6K | 199,166 | D | ↗ |
| 2025-10-20 | Hsieh Anthony Li | Director / Officer / 10% Owner | J-Other | D | Class C Common Stock | 2,000,000 | 0.00 | — | 28,545,633 | I | ↗ |
| 2025-10-14 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 1,300,000 | 2.87 | 3.73M | 0 | I | ↗ |
| 2025-09-22 | PCP MANAGERS GP, LLC | Director / 10% Owner | C-Conversion | A | Class A Common Stock | 3,388,886 | 0.00 | — | 6,382,763 | I | ↗ |
| 2025-09-19 | Hsieh Anthony Li | Director / Officer / 10% Owner | J-Other | D | Class C Common Stock | 1,300,000 | 0.00 | — | 30,545,633 | I | ↗ |
| 2025-09-16 | PCP MANAGERS GP, LLC | Director / 10% Owner | S-Sale | D | Class A Common Stock | 604,979 | 4.49 | 2.72M | 2,993,877 | I | ↗ |
| 2025-09-15 | Smallwood Gregory | Officer | M-Exempt | D | Restricted Stock Units | 62,500 | 0.00 | — | 62,500 | D | ↗ |
| 2025-09-15 | PCP MANAGERS GP, LLC | Director / 10% Owner | S-Sale | D | Class A Common Stock | 717,287 | 4.53 | 3.25M | 3,598,856 | I | ↗ |
| 2025-09-15 | Marchetti Dominick Edilio | Officer | A-Award | A | Performance Share Units | 2,000,000 | 0.00 | — | 2,000,000 | D | ↗ |
| 2025-09-15 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 1,350,000 | 4.61 | 6.23M | 0 | I | ↗ |
| 2025-09-15 | DerGurahian Jeffrey Michael | Officer | M-Exempt | D | Stock Option | 1,000,000 | 1.57 | 1.57M | 0 | D | ↗ |
| 2025-09-12 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 1,300,000 | 4.10 | 5.33M | 1,350,000 | I | ↗ |
| 2025-09-12 | Grassi Joseph J III | Officer | M-Exempt | A | Class A Common Stock | 31,250 | 0.00 | — | 139,382 | D | ↗ |
| 2025-09-11 | Graeler Darren | Officer | S-Sale | D | Class A Common Stock | 100,000 | 4.30 | 430.0K | 219,871 | D | ↗ |
| 2025-09-11 | DerGurahian Jeffrey Michael | Officer | M-Exempt | A | Class A Common Stock | 1,000,000 | 1.57 | 1.57M | 1,527,018 | D | ↗ |
| 2025-09-09 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 2,043,712 | 3.25 | 6.65M | 2,650,000 | I | ↗ |
| 2025-09-05 | Walsh Jeff Alexander | Officer | M-Exempt | D | Performance Share Units | 141,844 | 0.00 | — | 0 | D | ↗ |
| 2025-09-05 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 3,046,005 | 2.64 | 8.05M | 4,693,712 | I | ↗ |
| 2025-09-04 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 1,110,454 | 2.17 | 2.41M | 7,739,717 | I | ↗ |
| 2025-09-03 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 201,967 | 2.03 | 409.1K | 8,850,171 | I | ↗ |
| 2025-09-02 | Walsh Jeff Alexander | Officer | S-Sale | D | Class A Common Stock | 70,000 | 2.03 | 142.3K | 3,861,502 | D | ↗ |
| 2025-09-02 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 87,190 | 2.04 | 177.7K | 9,052,138 | I | ↗ |
| 2025-08-29 | Walsh Jeff Alexander | Officer | S-Sale | D | Class A Common Stock | 70,000 | 2.06 | 144.1K | 3,931,502 | D | ↗ |
| 2025-08-29 | PCP MANAGERS GP, LLC | Director / 10% Owner | A-Award | A | Class A Common Stock | 49,212 | 0.00 | — | 4,316,143 | I | ↗ |
| 2025-08-29 | PATENAUDE PAMELA H. | Director | M-Exempt | A | Class A Common Stock | 24,606 | 0.00 | — | 269,081 | D | ↗ |
| 2025-08-29 | OZONIAN STEVEN | Director | M-Exempt | D | Restricted Stock Units | 24,606 | 0.00 | — | 73,819 | D | ↗ |
| 2025-08-29 | Lee John Hoon | Director | M-Exempt | A | Class A Common Stock | 24,606 | 0.00 | — | 186,781 | D | ↗ |
| 2025-08-29 | LEPORE DAWN G | Director | M-Exempt | D | Restricted Stock Units | 24,606 | 0.00 | — | 73,819 | D | ↗ |
| 2025-08-29 | Hsieh Anthony Li | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 24,606 | 0.00 | — | 143,677 | D | ↗ |
| 2025-08-28 | Walsh Jeff Alexander | Officer | S-Sale | D | Class A Common Stock | 70,000 | 2.03 | 142.1K | 4,001,502 | D | ↗ |
| 2025-08-28 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 250,000 | 2.03 | 507.8K | 9,350,407 | I | ↗ |
| 2025-08-27 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 807,385 | 2.06 | 1.66M | 9,600,407 | I | ↗ |
| 2025-08-26 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 173,124 | 2.03 | 350.6K | 10,407,792 | I | ↗ |
| 2025-08-25 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 1,017,198 | 2.04 | 2.08M | 10,580,916 | I | ↗ |
| 2025-08-22 | Hsieh Anthony Li | Director / Officer / 10% Owner | J-Other | D | Class C Common Stock | 4,000,000 | 0.00 | — | 31,845,633 | I | ↗ |
| 2025-08-20 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 243 | 2.00 | 486.00 | 8,782,222 | I | ↗ |
| 2025-08-18 | Graeler Darren | Officer | M-Exempt | A | Class A Common Stock | 39,308 | 0.00 | — | 339,046 | D | ↗ |
| 2025-08-15 | Walsh Jeff Alexander | Officer | S-Sale | D | Class A Common Stock | 11,757 | 2.00 | 23.6K | 4,071,502 | D | ↗ |
| 2025-08-15 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 81,604 | 2.01 | 164.2K | 8,782,465 | I | ↗ |
| 2025-08-14 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 25,507 | 2.00 | 51.0K | 8,864,069 | I | ↗ |
| 2025-08-13 | Walsh Jeff Alexander | Officer | S-Sale | D | Class A Common Stock | 49,431 | 2.01 | 99.2K | 4,083,259 | D | ↗ |
| 2025-08-13 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 183,195 | 2.01 | 367.5K | 8,889,576 | I | ↗ |
| 2025-08-05 | Marchetti Dominick Edilio | Officer | — | — | Class A Common Stock | 0 | 0.00 | — | 144 | D | ↗ |
| 2025-07-28 | Walsh Jeff Alexander | Officer | M-Exempt | A | Class A Common Stock | 18,437 | 0.00 | — | 4,139,287 | D | ↗ |
| 2025-07-28 | DerGurahian Jeffrey Michael | Officer | M-Exempt | A | Class A Common Stock | 16,901 | 0.00 | — | 531,134 | D | ↗ |
| 2025-07-24 | Walsh Jeff Alexander | Officer | C-Conversion | D | Common Units | 17,613 | 0.00 | — | 0 | I | ↗ |
| 2025-07-23 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 267,326 | 2.01 | 536.8K | 9,072,771 | I | ↗ |
| 2025-07-22 | Walsh Jeff Alexander | Officer | S-Sale | D | Class A Common Stock | 37,514 | 2.00 | 75.1K | 4,103,237 | D | ↗ |
| 2025-07-22 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 121,597 | 2.00 | 243.4K | 9,340,097 | I | ↗ |
| 2025-07-21 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 672,865 | 2.02 | 1.36M | 9,461,694 | I | ↗ |
| 2025-07-18 | Hsieh Anthony Li | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 9,153 | 2.00 | 18.3K | 10,134,559 | I | ↗ |
| 2025-07-10 | Binowitz Dan | Director / Officer | M-Exempt | D | Restricted Stock Units | 43,790 | 0.00 | — | 43,790 | D | ↗ |
| 2025-07-03 | Hayes David R | Officer | M-Exempt | A | Class A Common Stock | 194,575 | 0.00 | — | 512,954 | D | ↗ |
| 2025-06-05 | PCP MANAGERS GP, LLC | Director / 10% Owner | A-Award | A | Restricted Stock Units | 196,850 | 0.00 | — | 196,850 | I | ↗ |
| 2025-06-05 | PATENAUDE PAMELA H. | Director | A-Award | A | Restricted Stock Units | 98,425 | 0.00 | — | 98,425 | D | ↗ |
| 2025-06-05 | OZONIAN STEVEN | Director | A-Award | A | Restricted Stock Units | 98,425 | 0.00 | — | 98,425 | D | ↗ |
| 2025-06-05 | Lee John Hoon | Director | A-Award | A | Restricted Stock Units | 98,425 | 0.00 | — | 98,425 | D | ↗ |
| 2025-06-05 | LEPORE DAWN G | Director | A-Award | A | Restricted Stock Units | 98,425 | 0.00 | — | 98,425 | D | ↗ |
| 2025-06-05 | Hsieh Anthony Li | Director / Officer / 10% Owner | A-Award | A | Restricted Stock Units | 98,425 | 0.00 | — | 98,425 | D | ↗ |
| 2025-06-04 | Martell Frank | Director / Officer | M-Exempt | A | Class A Common Stock | 624,114 | 0.00 | — | 1,537,367 | D | ↗ |
| 2025-06-03 | Walsh Jeff Alexander | Officer | J-Other | D | Class C Common Stock | 17,763 | 0.00 | — | 17,613 | I | ↗ |
| 2025-06-02 | PCP MANAGERS GP, LLC | Director / 10% Owner | M-Exempt | D | Restricted Stock Units | 30,194 | 0.00 | — | 0 | I | ↗ |
| 2025-06-02 | PATENAUDE PAMELA H. | Director | M-Exempt | D | Restricted Stock Units | 15,097 | 0.00 | — | 0 | D | ↗ |
| 2025-06-02 | OZONIAN STEVEN | Director | M-Exempt | D | Restricted Stock Units | 15,097 | 0.00 | — | 0 | D | ↗ |
| 2025-06-02 | Lee John Hoon | Director | M-Exempt | D | Restricted Stock Units | 15,097 | 0.00 | — | 0 | D | ↗ |
| 2025-06-02 | LEPORE DAWN G | Director | M-Exempt | D | Restricted Stock Units | 15,097 | 0.00 | — | 0 | D | ↗ |
| 2025-06-02 | Hsieh Anthony Li | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 15,097 | 0.00 | — | 0 | D | ↗ |
| 2025-04-28 | Martell Frank | Director / Officer | M-Exempt | A | Class A Common Stock | 250,000 | 0.00 | — | 1,040,203 | D | ↗ |
| 2025-04-17 | Walsh Jeff Alexander | Officer | C-Conversion | D | Common Units | 88,815 | 0.00 | — | 35,376 | I | ↗ |
| 2025-04-15 | Walsh Jeff Alexander | Officer | M-Exempt | D | Restricted Stock Units | 70,921 | 0.00 | — | 141,844 | D | ↗ |
| 2025-04-15 | Smallwood Gregory | Officer | F-InKind | D | Class A Common Stock | 11,226 | 1.12 | 12.6K | 164,308 | D | ↗ |
| 2025-04-15 | Martell Frank | Director / Officer | M-Exempt | D | Restricted Stock Units | 312,056 | 0.00 | — | 624,114 | D | ↗ |
| 2025-04-15 | Hayes David R | Officer | M-Exempt | D | Restricted Stock Units | 117,021 | 0.00 | — | 234,042 | D | ↗ |
| 2025-04-15 | Grassi Joseph J III | Officer | M-Exempt | D | Restricted Stock Units | 46,099 | 0.00 | — | 92,198 | D | ↗ |
| 2025-04-15 | Graeler Darren | Officer | M-Exempt | D | Restricted Stock Units | 10,638 | 0.00 | — | 21,276 | D | ↗ |
| 2025-04-15 | DerGurahian Jeffrey Michael | Officer | M-Exempt | A | Class A Common Stock | 70,921 | 0.00 | — | 531,503 | D | ↗ |
| 2025-04-15 | Binowitz Dan | Director / Officer | F-InKind | D | Class A Common Stock | 25,376 | 1.12 | 28.4K | 1,023,347 | D | ↗ |
| 2025-03-18 | Hsieh Anthony Li | Director / 10% Owner | C-Conversion | D | Common Units | 4,050,000 | 0.00 | — | 35,845,633 | I | ↗ |
| 2025-03-17 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 436,248 | 1.50 | 654.4K | 6,093,712 | I | ↗ |
| 2025-03-17 | Hayes David R | Officer | M-Exempt | A | Class A Common Stock | 66,666 | 0.00 | — | 267,083 | D | ↗ |
| 2025-03-14 | Walsh Jeff Alexander | Officer | A-Award | A | Restricted Stock Units | 364,964 | 0.00 | — | 364,964 | D | ↗ |
| 2025-03-14 | Smallwood Gregory | Officer | A-Award | A | Restricted Stock Units | 355,839 | 0.00 | — | 355,839 | D | ↗ |
| 2025-03-14 | Hsieh Anthony Li | Director / 10% Owner | A-Award | A | Performance Share Units | 1,500,000 | 0.00 | — | 1,500,000 | D | ↗ |
| 2025-03-14 | Hayes David R | Officer | A-Award | A | Restricted Stock Units | 602,190 | 0.00 | — | 602,190 | D | ↗ |
| 2025-03-14 | Grassi Joseph J III | Officer | A-Award | A | Restricted Stock Units | 355,839 | 0.00 | — | 355,839 | D | ↗ |
| 2025-03-14 | Graeler Darren | Officer | A-Award | A | Restricted Stock Units | 82,117 | 0.00 | — | 82,117 | D | ↗ |
| 2025-03-14 | DerGurahian Jeffrey Michael | Officer | A-Award | A | Restricted Stock Units | 547,446 | 0.00 | — | 547,446 | D | ↗ |
| 2025-03-14 | Binowitz Dan | Director / Officer | A-Award | A | Restricted Stock Units | 547,446 | 0.00 | — | 547,446 | D | ↗ |
| 2025-03-13 | Binowitz Dan | Director / Officer | C-Conversion | A | Class A Common Stock | 92,605 | 0.00 | — | 977,802 | D | ↗ |
| 2025-02-28 | PCP MANAGERS GP, LLC | Director / 10% Owner | M-Exempt | D | Restricted Stock Units | 30,194 | 0.00 | — | 30,194 | I | ↗ |
| 2025-02-28 | PATENAUDE PAMELA H. | Director | M-Exempt | D | Restricted Stock Units | 15,097 | 0.00 | — | 15,097 | D | ↗ |
| 2025-02-28 | OZONIAN STEVEN | Director | M-Exempt | D | Restricted Stock Units | 15,097 | 0.00 | — | 15,097 | D | ↗ |
| 2025-02-28 | Lee John Hoon | Director | M-Exempt | D | Restricted Stock Units | 15,097 | 0.00 | — | 15,097 | D | ↗ |
| 2025-02-28 | LEPORE DAWN G | Director | M-Exempt | D | Restricted Stock Units | 15,097 | 0.00 | — | 15,097 | D | ↗ |
| 2025-02-28 | Hsieh Anthony Li | Director / 10% Owner | M-Exempt | A | Class A Common Stock | 15,097 | 0.00 | — | 103,974 | D | ↗ |
| 2024-12-31 | Martell Frank | Director / Officer | M-Exempt | D | Performance Share Units | 312,290 | 0.00 | — | 936,872 | D | ↗ |
| 2024-12-18 | Hsieh Anthony Li | Director / 10% Owner | J-Other | D | Class C Common Stock | 4,050,000 | 0.00 | — | 39,895,633 | I | ↗ |
| 2024-12-16 | LEPORE DAWN G | Director | S-Sale | D | Class A Common Stock | 11,161 | 2.11 | 23.5K | 194,404 | D | ↗ |
| 2024-12-16 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 444,618 | 2.11 | 939.0K | 2,479,960 | I | ↗ |
| 2024-12-16 | Graeler Darren | Officer | M-Exempt | A | Class A Common Stock | 18,601 | 0.00 | — | 300,927 | D | ↗ |
| 2024-12-13 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 374,516 | 2.08 | 779.4K | 2,924,578 | I | ↗ |
| 2024-12-12 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 126,927 | 2.12 | 269.1K | 3,299,094 | I | ↗ |
| 2024-12-11 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 134,563 | 2.14 | 288.0K | 3,426,021 | I | ↗ |
| 2024-12-10 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 106,784 | 2.17 | 231.3K | 3,560,584 | I | ↗ |
| 2024-12-09 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 116,243 | 2.25 | 261.4K | 3,667,368 | I | ↗ |
| 2024-12-06 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 53,278 | 2.25 | 119.9K | 3,783,611 | I | ↗ |
| 2024-12-05 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 85,613 | 2.27 | 194.3K | 3,836,889 | I | ↗ |
| 2024-12-04 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 901,488 | 2.29 | 2.07M | 3,922,502 | I | ↗ |
| 2024-12-03 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 523,667 | 2.20 | 1.15M | 4,823,990 | I | ↗ |
| 2024-12-02 | PCP MANAGERS GP, LLC | Director / 10% Owner | M-Exempt | D | Restricted Stock Units | 30,192 | 0.00 | — | 60,388 | I | ↗ |
| 2024-12-02 | PATENAUDE PAMELA H. | Director | M-Exempt | D | Restricted Stock Units | 15,096 | 0.00 | — | 30,194 | D | ↗ |
| 2024-12-02 | OZONIAN STEVEN | Director | M-Exempt | D | Restricted Stock Units | 15,096 | 0.00 | — | 30,194 | D | ↗ |
| 2024-12-02 | Lee John Hoon | Director | M-Exempt | D | Restricted Stock Units | 15,096 | 0.00 | — | 30,194 | D | ↗ |
| 2024-12-02 | LEPORE DAWN G | Director | M-Exempt | D | Restricted Stock Units | 15,096 | 0.00 | — | 30,194 | D | ↗ |
| 2024-12-02 | Hsieh Anthony Li | Director / 10% Owner | M-Exempt | D | Restricted Stock Units | 15,096 | 0.00 | — | 30,194 | D | ↗ |
| 2024-11-29 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 59,484 | 2.27 | 135.0K | 5,476,853 | I | ↗ |
| 2024-11-27 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 147,891 | 2.29 | 338.1K | 5,536,337 | I | ↗ |
| 2024-11-26 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 83,667 | 2.34 | 195.6K | 5,684,228 | I | ↗ |
| 2024-11-25 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 359,666 | 2.46 | 883.0K | 5,767,895 | I | ↗ |
| 2024-11-22 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 198,197 | 2.38 | 471.6K | 6,127,561 | I | ↗ |
| 2024-11-21 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 279,692 | 2.35 | 656.7K | 6,325,758 | I | ↗ |
| 2024-11-20 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 240,150 | 2.27 | 546.1K | 6,605,450 | I | ↗ |
| 2024-11-19 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 164,377 | 2.33 | 383.3K | 6,845,600 | I | ↗ |
| 2024-11-18 | Walsh Jeff Alexander | Officer | C-Conversion | D | Common Units | 88,815 | 0.00 | — | 124,191 | I | ↗ |
| 2024-11-18 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 200,152 | 2.40 | 480.4K | 7,009,977 | I | ↗ |
| 2024-11-15 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 123,759 | 2.47 | 305.7K | 7,210,129 | I | ↗ |
| 2024-11-14 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 146,072 | 2.52 | 368.1K | 7,333,888 | I | ↗ |
| 2024-11-06 | Walsh Jeff Alexander | Officer | S-Sale | D | Class A Common Stock | 66,666 | 2.53 | 168.7K | 3,938,792 | D | ↗ |
| 2024-11-06 | Smallwood Gregory | Officer | A-Award | A | Performance Share Units | 92,198 | 0.00 | — | 92,198 | D | ↗ |
| 2024-11-06 | Martell Frank | Director / Officer | A-Award | A | Class A Common Stock | 312,056 | 0.00 | — | 640,739 | D | ↗ |
| 2024-11-06 | Hayes David R | Officer | A-Award | A | Performance Share Units | 234,042 | 0.00 | — | 234,042 | D | ↗ |
| 2024-11-06 | Grassi Joseph J III | Officer | F-InKind | D | Class A Common Stock | 13,876 | 2.57 | 35.7K | 75,909 | D | ↗ |
| 2024-11-06 | Graeler Darren | Officer | A-Award | A | Performance Share Units | 21,276 | 0.00 | — | 21,276 | D | ↗ |
| 2024-11-06 | DerGurahian Jeffrey Michael | Officer | A-Award | A | Performance Share Units | 141,844 | 0.00 | — | 141,844 | D | ↗ |
| 2024-11-06 | Binowitz Dan | Director / Officer | A-Award | A | Class A Common Stock | 70,921 | 0.00 | — | 910,502 | D | ↗ |
| 2024-11-01 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 192,298 | 2.08 | 400.2K | 7,479,960 | I | ↗ |
| 2024-10-31 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 255,428 | 2.11 | 539.2K | 7,672,258 | I | ↗ |
| 2024-10-17 | Hsieh Anthony Li | Director / 10% Owner | J-Other | D | Class C Common Stock | 5,000,000 | 0.00 | — | 43,945,633 | I | ↗ |
| 2024-10-16 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 18,806 | 2.06 | 38.7K | 2,927,686 | I | ↗ |
| 2024-10-15 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 207,761 | 2.07 | 429.1K | 2,946,492 | I | ↗ |
| 2024-10-14 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 242,355 | 2.04 | 495.1K | 3,154,253 | I | ↗ |
| 2024-10-02 | Walsh Jeff Alexander | Officer | S-Sale | D | Class A Common Stock | 29,859 | 2.68 | 80.0K | 4,005,458 | D | ↗ |
| 2024-10-01 | Walsh Jeff Alexander | Officer | S-Sale | D | Class A Common Stock | 36,811 | 2.66 | 97.9K | 4,035,317 | D | ↗ |
| 2024-09-18 | Hsieh Anthony Li | Director / 10% Owner | C-Conversion | A | Class A Common Stock | 1,500,000 | 0.00 | — | 3,365,727 | I | ↗ |
| 2024-09-16 | Smallwood Gregory | Officer | M-Exempt | A | Class A Common Stock | 62,500 | 0.00 | — | 109,781 | — | ↗ |
| 2024-09-13 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 2,000 | 2.56 | 5.1K | 1,873,868 | — | ↗ |
| 2024-09-12 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 50,000 | 2.26 | 113.1K | 2,413,356 | — | ↗ |
| 2024-09-12 | Grassi Joseph J III | Officer | M-Exempt | D | Restricted Stock Units | 31,250 | 0.00 | — | 62,500 | — | ↗ |
| 2024-09-11 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 425,445 | 2.32 | 985.4K | 2,463,356 | — | ↗ |
| 2024-09-10 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 39,846 | 2.45 | 97.7K | 3,180,511 | — | ↗ |
| 2024-09-09 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 27,713 | 2.52 | 69.8K | 3,220,357 | — | ↗ |
| 2024-09-06 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 239,729 | 2.44 | 585.3K | 3,248,070 | — | ↗ |
| 2024-09-05 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 107,674 | 2.57 | 276.6K | 3,487,799 | — | ↗ |
| 2024-09-04 | Hsieh Anthony Li | Director / 10% Owner | S-Sale | D | Class A Common Stock | 61,747 | 2.65 | 163.4K | 3,595,473 | — | ↗ |
| 2024-09-03 | PCP MANAGERS GP, LLC | Director / 10% Owner | M-Exempt | A | Class A Common Stock | 30,192 | 0.00 | — | 4,176,351 | — | ↗ |
| 2024-09-03 | PATENAUDE PAMELA H. | Director | M-Exempt | A | Class A Common Stock | 15,096 | 0.00 | — | 199,044 | — | ↗ |
| 2024-09-03 | OZONIAN STEVEN | Director | M-Exempt | A | Class A Common Stock | 15,096 | 0.00 | — | 73,781 | — | ↗ |
Executive team
Top executives
EBIT / Employee
41.5K
Shares Outstanding
335.03M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Dominick Marchetti Chief Digital Officer | 218.9K | 1.15M | 9.03M | — | — | 171.5K | 10.57M | 85.42% | ↗ |
| 2 | 2025 | David Hayes Chief Financial Officer | 500.0K | 550.0K | 1.65M | — | — | 10.5K | 2.71M | 60.87% | ↗ |
| 3 | 2025 | Frank Martell Former Chief Executive Officer and President | 363.1K | 458.6K | 75.0K | — | — | 1.62M | 2.52M | 2.98% | ↗ |
| 4 | 2025 | Anthony Hsieh Executive Chairman, Chief Executive Officer and President | 1.00 | — | 905.0K | — | — | 1.18M | 2.08M | 43.46% | ↗ |
| 5 | 2024 | Frank Martell President and Chief Executive Officer | 800.0K | 1.17M | 4.40M | — | — | 10.4K | 6.38M | 68.96% | ↗ |
| 6 | 2024 | Frank Martell Former Chief Executive Officer and President | 800.0K | 1.17M | 4.40M | — | — | 10.4K | 6.38M | 68.96% | ↗ |
| 7 | 2024 | David Hayes Chief Financial Officer | 500.0K | 550.0K | 2.08M | — | — | 10.4K | 3.14M | 66.21% | ↗ |
| 8 | 2024 | Jeff Walsh President, LDI Mortgage | 750.0K | 850.0K | 1,000.0K | — | — | 10.4K | 2.61M | 38.31% | ↗ |
| 9 | 2023 | Frank Martell President and Chief Executive Officer | 800.0K | 1.10M | 6.36M | — | — | 9.9K | 8.27M | 76.89% | ↗ |
| 10 | 2023 | Jeff Walsh President, LDI Mortgage | 750.0K | 2.20M | — | — | — | 2.6K | 2.95M | 0.00% | ↗ |
| 11 | 2023 | Jeff DerGurahian Chief Capital Markets Officer and Head Economist | 600.0K | 1.90M | — | — | — | — | 2.50M | 0.00% | ↗ |
| 12 | 2022 | Frank Martell President and Chief Executive Officer | 532.3K | 900.0K | 13.21M | 1.77M | — | — | 16.41M | 91.27% | ↗ |
| 13 | 2022 | Jeff Walsh President, LDI Mortgage | 750.0K | 1.38M | 2.40M | 1.98M | — | 377.5K | 6.89M | 63.65% | ↗ |
| 14 | 2022 | Jeff DerGurahian Chief Capital Markets Officer and Head Economist | 600.0K | 1.23M | 2.28M | 1.98M | — | 304.3K | 6.39M | 66.67% | ↗ |
| 15 | 2022 | Anthony Hsieh Former Executive Chairman; Former Chief Executive Officer | 850.0K | 900.0K | 2.50M | — | — | 7.9K | 4.26M | 58.70% | ↗ |
| 16 | 2021 | Anthony Hsieh Executive Chairman; Former Chief Executive Officer | 801.5K | 2.15M | 28.02M | — | — | — | 30.98M | 90.47% | ↗ |
| 17 | 2021 | Anthony Hsieh Former Executive Chairman; Former Chief Executive Officer | 801.5K | 2.15M | 28.02M | — | — | — | 30.98M | 90.47% | ↗ |
| 18 | 2021 | Jeff Walsh President, LDI Mortgage | 715.4K | 1.50M | 4.90M | — | — | 8.7K | 7.12M | 68.78% | ↗ |
| 19 | 2021 | Jeff Walsh EVP, Chief Revenue Officer | 715.4K | 1.50M | 4.90M | — | — | 8.7K | 7.12M | 68.78% | ↗ |
| 20 | 2021 | Jeff DerGurahian EVP, Capital Markets | 568.8K | 900.0K | 4.38M | — | — | 8.0K | 5.86M | 74.80% | ↗ |
| 21 | 2021 | Jeff DerGurahian Chief Capital Markets Officer and Head Economist | 568.8K | 900.0K | 4.38M | — | — | 8.0K | 5.86M | 74.80% | ↗ |
| 22 | 2020 | Anthony Hsieh Executive Chairman; Former Chief Executive Officer | 409.0K | 42.50M | — | — | 7.50M | 28.0K | 50.44M | 0.00% | ↗ |
| 23 | 2020 | Jeff Walsh EVP, Chief Revenue Officer | 601.4K | 9.00M | 2.84M | — | 6.00M | 9.0K | 18.45M | 15.41% | ↗ |
| 24 | 2020 | Jeff DerGurahian EVP, Capital Markets | 450.0K | 12.60M | 797.8K | — | 2.40M | 2.6K | 16.25M | 4.91% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jeffrey Michael DerGurahian | Executive Vice President, Chief Investment Officer & Head Economist | 3M | male |
| Dominick E. Marchetti | Chief Digital Officer | 2M | male |
| Anthony Li Hsieh | Founder, Chief Executive Officer, Chairman & President | 1M | male |
| David R. Hayes | Chief Financial Officer | 1M | male |
| Debora Wilson | Senior Vice President of Operations | — | female |
| Elijah Pallante | Senior VP & Chief Data Officer | — | male |
| George Brady | Executive Vice President & Chief Information Officer | — | male |
| Gerhard Erdelji | Senior Vice President of Investor Relations | — | male |
| Gregory Smallwood | Chief Legal Officer & Corporate Secretary | — | male |
| Jess Smith | Vice President of Sales | — | male |
| Karin J. Lockovitch | Executive VP & Chief Risk Officer | — | female |
| Melanie Graper | Chief Human Resources Officer | — | female |
ESG Rating
ESG Score History FINANCIAL - MORTGAGES
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for LDI
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.
