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Leslie's, Inc. (LESL)

USD3.03 -0.28 (-8.33%)
US NASDAQ Consumer Cyclical Home Improvement
Address 2005 East Indian School Road 85016
Phoenix, AZ, US
CEO Jason McDonell
IPO 2020-10-29
CIK 1821806 ISIN US5270642086

Explore sections of this company profile

Description

Leslie's, Inc. operates as a leading direct-to-consumer brand specializing in comprehensive pool and spa care throughout the United States. The company actively markets and sells a vast array of supplies, equipment, and related services to ensure optimal pool and spa maintenance for its diverse clientele, which includes residential homeowners, pool and spa professionals, and commercial consumers. Their extensive product offerings encompass essential pool chemicals like chlorine, sanitizers, water balancers, specialty chemicals, and algae control solutions. They also provide various pool covers (e.g., winter, solar, safety options, leaf nets, reels) and critical pool equipment such as cleaners, pumps, filters, heating systems, and lighting. For those looking to set up a pool, Leslie's stocks diverse pool types—ranging from above-ground and soft-side models to liners, essential equipment, ladders, rails, and diving boards. Beyond initial setup, the company supplies a full spectrum of maintenance products, including seasonal opening and closing kits, filter cartridges, chemical dispensers, and cleaning accessories (like hoses and attachments). A wide selection of replacement parts is available for automatic pool cleaners, filters, pumps, and heating systems. Additionally, Leslie's offers safety, recreational, and fitness-related products for an enhanced pool and spa experience. Complementing its product lines, Leslie's also provides vital pool equipment repair services. The company reaches its customers through a significant network of 952 company-operated locations spread across 38 states, further supported by robust e-commerce platforms. Founded in 1963, Leslie's, Inc. maintains its corporate headquarters in Phoenix, Arizona.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD3.03 -0.28 (-8.33%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
1.95
Float Shares
9.08M
Free Float %
97.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.03% -1.31% +16.15% +26.89% -51.91% -8.48% -90.50% -99.26% -99.71% -99.65% -99.65%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (14 ratings, all time) Hold
Price Targets & DCF
Current price
3.03
Low 1.00 -66.9%
Consensus 2.58 -14.7%
Median 3.00 -0.8%
High 3.75 +24.0%
DCF (Unlevered) 16.40 +442.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 25% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
1.00
-66.9%
Last Year 7
3.54
+17.0%
All Time 20
7.33
+142.3%
Quality scores
Altman Z-Score
-0.22
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
5 / 5
High
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Home Improvement: +3.5%
    -6.6% Q2'26: +4.3% (vs Q1'25)
  • EPS growth Home Improvement: +2.9%
    -881.2% Q2'26: -0.5% (vs Q1'25)
  • FCF margin FCF growth · Home Improvement: +33.5%
    -17.1% Q2'26: -32.8% (vs Q1'25)
  • EBIT margin Home Improvement: +5.8%
    -13.7% Q2'26: +0.0% (vs Q1'25)
  • ROIC Home Improvement: +4.8%
    -31.5% Q2'26: +0.0% (vs Q1'25)
  • Share dilution Home Improvement: +0.0%
    +0.6% Q2'26: +0.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Home Improvement: 2.28×
    -7.42× Q2'26: -1.53× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.52) × ERP
WACC = 1% × Ke + 99% × Kd (6.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 16.32 Current price: 3.03
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Oct 2020
actual
Oct 2021
actual
Oct 2022
actual
Oct 2023
actual
Oct 2024
actual
Oct 2025
actual
Oct 2026
2 Rev. Ana.
2 EPS Ana.
Oct 2027
2 Rev. Ana.
2 EPS Ana.
Oct 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
1.11B
est: 1.11B (+0.3%)
1.34B
est: 1.32B (+1.7%)
1.56B
est: 1.56B (+0.3%)
1.45B
est: 1.41B (+3.2%)
1.33B
est: 1.34B (-0.5%)
1.24B
est: 1.22B (+1.4%)
1.16B
1.13B – 1.17B
-5.6% YoY
1.18B
1.16B – 1.19B
+2.0% YoY
1.19B
1.19B – 1.19B
+0.9% YoY
EBITDA
176.81M
est: 146.30M (+20.9%)
224.09M
est: 231.86M (-3.4%)
269.13M
est: 259.61M (+3.7%)
136.32M
est: 109.96M (+24.0%)
90.20M
est: 104.60M (-13.8%)
-136.39M
est: 95.75M (-242.4%)
90.34M
88.68M – 91.52M
-5.6% YoY
92.18M
90.49M – 93.38M
+2.0% YoY
92.99M
92.99M – 92.99M
+0.9% YoY
EBIT
145.29M
est: 120.54M (+20.5%)
197.54M
est: 205.76M (-4.0%)
238.36M
est: 227.24M (+4.9%)
102.18M
est: 77.68M (+31.5%)
57.12M
est: 73.89M (-22.7%)
-169.86M
est: 67.64M (-351.1%)
63.82M
62.65M – 64.65M
-5.6% YoY
65.12M
63.92M – 65.97M
+2.0% YoY
65.69M
65.69M – 65.69M
+0.9% YoY
Net Income
58.56M
est: 55.74M (+5.1%)
126.63M
est: 125.53M (+0.9%)
159.03M
est: 147.00M (+8.2%)
27.24M
est: 768.9K (+3,443.2%)
-23.38M
est: 14.96M (-256.3%)
-236.97M
est: -40.43M (-486.2%)
-21.85M
-22.27M – -21.42M
+46.0% YoY
-4.71M
-13.71M – 4.29M
+78.5% YoY
-13.70M
-13.98M – -13.42M
-191.1% YoY
SGA
314.34M
est: 324.59M (-3.2%)
386.08M
est: 422.32M (-8.6%)
434.99M
est: 459.44M (-5.3%)
446.04M
est: 428.54M (+4.1%)
409.71M
est: 407.62M (+0.5%)
425.68M
est: 373.16M (+14.1%)
352.08M
345.60M – 356.67M
-5.6% YoY
359.25M
352.64M – 363.93M
+2.0% YoY
362.40M
362.40M – 362.40M
+0.9% YoY
EPS
6.20
est: 6.00 (+3.3%)
13.60
est: 16.65 (-18.3%)
17.20
est: 18.42 (-6.6%)
2.96
est: 0.08 (+3,555.5%)
-2.53
est: 1.61 (-257.1%)
-25.51
est: -4.36 (-484.9%)
-2.36
-2.40 – -2.31
+46.0% YoY
-0.51
-1.48 – 0.46
+78.5% YoY
-1.48
-1.51 – -1.44
-192.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-08 Mizuho Neutral Neutral Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 C 2/5 2/5 5/5 1/5 1/5 1/5 1/5
2026-05-11 C 2/5 2/5 5/5 1/5 1/5 1/5 1/5
2026-05-08 C 2/5 2/5 5/5 1/5 1/5 1/5 1/5
2026-05-07 C 2/5 2/5 5/5 1/5 1/5 1/5 1/5
2026-05-06 C 2/5 2/5 5/5 1/5 1/5 1/5 1/5
2026-05-05 C 2/5 2/5 5/5 1/5 1/5 1/5 1/5
2026-05-04 C 2/5 2/5 5/5 1/5 1/5 1/5 1/5
2026-05-01 C 2/5 2/5 5/5 1/5 1/5 1/5 1/5
2026-04-30 C 2/5 2/5 5/5 1/5 1/5 1/5 1/5
2026-04-29 C 2/5 2/5 5/5 1/5 1/5 1/5 1/5
2026-04-28 C 2/5 2/5 5/5 1/5 1/5 1/5 1/5
2026-04-27 C 2/5 2/5 5/5 1/5 1/5 1/5 1/5
2026-04-24 C 2/5 2/5 5/5 1/5 1/5 1/5 1/5
2026-04-23 C 2/5 2/5 5/5 1/5 1/5 1/5 1/5
2026-04-22 C 2/5 2/5 5/5 1/5 1/5 1/5 1/5
2026-04-21 C 2/5 2/5 5/5 1/5 1/5 1/5 1/5
2026-04-20 C 2/5 2/5 5/5 1/5 1/5 1/5 1/5
2026-04-17 C 2/5 2/5 5/5 1/5 1/5 1/5 1/5
2026-04-16 C 2/5 2/5 5/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-18.28M
OE per share TTM
-1.94
Owner's Yield
-130.20%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
22.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
17
Total invested
1.59M
Insider transactions (90d)
0
Beneficial owners (>5%)
11
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 J. Michael Chu 74.88M 4.00% 74.88M IN United States 2021-02-16
2 Scott A. Dahnke 74.88M 4.00% 74.88M IN United States 2021-02-16
3 Bubbles Investor Aggregator, L.P. 43.48M 4.00% 43.48M 43.48M PN United States 2021-06-21
4 # 02-0712418. 20.00M 20.00% 18.10M 20.00M IA 2023-08-10
5 (1) BlackRock, Inc. 19.43M 10.60% 19.16M 19.43M HC Delaware 2022-10-07
6 The Vanguard Group - 23-1945930 13.34M 7.31% 75.6K 13.15M 189.8K IA Pennsylvania For 2022-02-10
7 Explorer Investment Pte. Ltd. 10.98M 5.80% 10.98M 10.98M CO 2022-02-11
8 GIC Private Limited 10.98M 5.80% 10.98M 10.98M CO 2022-02-11
9 GIC Special Investments Private Limited 10.98M 5.80% 10.98M 10.98M CO 2022-02-11
10 William Blair Investment Management, LLC 10.98M 6.00% 9.74M 10.98M IA Delaware 2022-02-10
11 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 9.66M 5.08% 5.77M 2.68M 6.98M 2.68M IA A California 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
17
-34 vs prev Q
New positions
8
Closed positions
41
Increased
11
Reduced
1
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 ARIEL INVESTMENTS, LLC 2.84M -107.6K (-3.7%) 4.68M -11.5M (-71.1%) 30.55% -1.228 pp 0.05% -0.123 pp USD5.50 -70.0% 2 qtrs
2 LIND VALUE II APS 454.6K +— (+0.0%) 750.1K -1.8M (-70.0%) 4.89% -0.014 pp 0.24% -0.701 pp USD5.50 -70.0% 2 qtrs
3 VANGUARD GROUP INC 335.3K -30.7K (-8.4%) 553.2K -1.5M (-72.5%) 3.61% -0.344 pp 0.00% +0.000 pp USD5.50 -70.0% 2 qtrs
4 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 262.5K +262.5K (+100.0%) 433.1K +433.1K (+100.0%) 2.83% +2.827 pp 0.04% +0.040 pp USD1.65 +0.0% 1 qtrs NEW
5 ARBITER PARTNERS CAPITAL MANAGEMENT LLC 237.6K +237.6K (+100.0%) 392.1K +392.1K (+100.0%) 2.56% +2.560 pp 0.19% +0.191 pp USD1.65 +0.0% 1 qtrs NEW
6 BLACKROCK, INC. 198.2K +17.7K (+9.8%) 327.1K -665.8K (-67.1%) 2.13% +0.183 pp 0.00% +0.000 pp USD5.16 -68.0% 2 qtrs
7 CLEARFIELD CAPITAL MANAGEMENT LP 191.6K +160.7K (+520.5%) 316.1K +146.3K (+86.2%) 2.06% +1.730 pp 0.14% +0.040 pp USD2.27 -27.3% 2 qtrs
8 GSA CAPITAL PARTNERS LLP 184.6K +11.9K (+6.9%) 305.0K -645.0K (-67.9%) 1.99% +0.124 pp 0.03% -0.053 pp USD5.25 -68.6% 2 qtrs
9 PRIVATE MANAGEMENT GROUP INC 148.2K +148.2K (+100.0%) 244.5K +244.5K (+100.0%) 1.60% +1.597 pp 0.01% +0.007 pp USD1.65 +0.0% 1 qtrs NEW
10 MILLENNIUM MANAGEMENT LLC 132.4K -26.9K (-16.9%) 218.5K -657.7K (-75.1%) 1.42% -0.295 pp 0.00% 0.000 pp USD5.50 -70.0% 2 qtrs
11 PERFORMA LTD (US), LLC 116.1K +103.2K (+796.5%) 191.6K +120.3K (+169.0%) 1.25% +1.111 pp 0.05% +0.030 pp USD2.08 -20.7% 2 qtrs
12 GOLDMAN SACHS GROUP INC 102.4K +14.8K (+16.9%) 169.0K -312.7K (-64.9%) 1.10% +0.156 pp 0.00% +0.000 pp USD4.94 -66.6% 2 qtrs
13 BANK OF AMERICA CORP /DE/ 86.8K -260.0K (-75.0%) 143.1K -1.8M (-92.5%) 0.93% -2.811 pp 0.00% 0.000 pp USD5.50 -70.0% 2 qtrs
14 GEODE CAPITAL MANAGEMENT, LLC 85.8K -8.9K (-9.4%) 141.7K -379.9K (-72.8%) 0.92% -0.100 pp 0.00% +0.000 pp USD5.50 -70.0% 2 qtrs
15 PRIMECAP MANAGEMENT CO/CA/ 65.6K +— (+0.0%) 108.2K -252.4K (-70.0%) 0.71% -0.002 pp 0.00% 0.000 pp USD5.50 -70.0% 2 qtrs
16 TWO SIGMA INVESTMENTS, LP 65.0K -28.2K (-30.2%) 107.3K -405.3K (-79.1%) 0.70% -0.307 pp 0.00% -0.001 pp USD5.50 -70.0% 2 qtrs
17 COLONY GROUP, LLC 62.0K +62.0K (+100.0%) 102.3K +102.3K (+100.0%) 0.67% +0.668 pp 0.00% +0.000 pp USD1.65 +0.0% 1 qtrs NEW
18 STATE STREET CORP 44.6K -58.0 (-0.1%) 73.6K -172.1K (-70.0%) 0.48% -0.002 pp 0.00% +0.000 pp USD5.50 -70.0% 2 qtrs
19 MARSHALL WACE, LLP 42.3K -3.8K (-8.2%) 69.9K -183.9K (-72.5%) 0.46% -0.043 pp 0.00% 0.000 pp USD5.50 -70.0% 2 qtrs
20 POINT72 ASSET MANAGEMENT, L.P. 33.6K +33.6K (+100.0%) 55.5K +55.5K (+100.0%) 0.36% +0.362 pp 0.00% +0.000 pp USD1.65 +0.0% 1 qtrs NEW
21 32.8K +32.8K (+100.0%) 54.1K +54.1K (+100.0%) 0.35% +0.353 pp 0.03% +0.030 pp USD1.65 +0.0% 1 qtrs NEW
22 INVESCO LTD. 25.2K +1.9K (+8.3%) 41.5K -86.3K (-67.5%) 0.27% +0.020 pp 0.00% +0.000 pp USD5.20 -68.3% 2 qtrs
23 KERRISDALE ADVISERS, LLC 23.8K +— (+0.0%) 39.3K -91.7K (-70.0%) 0.26% -0.001 pp 0.02% -0.049 pp USD5.50 -70.0% 2 qtrs
24 BANK OF NEW YORK MELLON CORP 22.5K -10.0 (0.0%) 37.1K -86.5K (-70.0%) 0.24% -0.001 pp 0.00% +0.000 pp USD5.50 -70.0% 2 qtrs
25 BARCLAYS PLC 21.3K +21.3K (+100.0%) 35.2K +35.2K (+100.0%) 0.23% +0.229 pp 0.00% +0.000 pp USD1.65 +0.0% 1 qtrs NEW
26 QUADRATURE CAPITAL LTD 20.8K +20.8K (+100.0%) 34.2K +34.2K (+100.0%) 0.22% +0.223 pp 0.00% +0.000 pp USD1.65 +0.0% 1 qtrs NEW
27 CITADEL ADVISORS LLC 20.1K +20.1K (+100.0%) 33.1K +33.1K (+100.0%) 0.22% +0.216 pp 0.00% +0.000 pp USD1.65 +0.0% 1 qtrs NEW
28 SG AMERICAS SECURITIES, LLC 17.3K +17.3K (+100.0%) 29.0K +29.0K (+100.0%) 0.19% +0.186 pp 0.00% +0.000 pp USD1.65 +0.0% 1 qtrs NEW
29 TWO SIGMA ADVISERS, LP 16.5K -70.3K (-81.0%) 27.3K -450.3K (-94.3%) 0.18% -0.760 pp 0.00% -0.001 pp USD5.50 -70.0% 2 qtrs
30 JANE STREET GROUP, LLC 13.6K +13.6K (+100.0%) 22.4K +22.4K (+100.0%) 0.15% +0.146 pp 0.00% +0.000 pp USD1.65 +0.0% 1 qtrs NEW
31 CENTIVA CAPITAL, LP 10.8K +10.8K (+100.0%) 17.8K +17.8K (+100.0%) 0.12% +0.116 pp 0.00% +0.000 pp USD1.65 +0.0% 1 qtrs NEW
32 NORTHERN TRUST CORP 10.2K -6.9K (-40.1%) 16.9K -77.1K (-82.0%) 0.11% -0.074 pp 0.00% +0.000 pp USD5.50 -70.0% 2 qtrs
33 UBS GROUP AG 3.1K -2.2K (-41.8%) 5.1K -23.9K (-82.5%) 0.03% -0.024 pp 0.00% +0.000 pp USD5.50 -70.0% 2 qtrs
34 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2.3K -4.0K (-63.9%) 3.7K -30.8K (-89.2%) 0.02% -0.043 pp 0.00% 0.000 pp USD5.50 -70.0% 2 qtrs
35 BFSG, LLC 613.00 -1.7K (-73.9%) 1.0K -11.9K (-92.2%) 0.01% -0.019 pp 0.00% -0.001 pp USD5.50 -70.0% 2 qtrs
36 CWM, LLC 578.00 -1.2K (-67.9%) 1.0K -9.0K (-90.0%) 0.01% -0.013 pp 0.00% +0.000 pp USD5.50 -70.0% 2 qtrs
37 OPTIVER HOLDING B.V. 207.00 +— (+0.0%) 342.00 -796.0 (-69.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.50 -70.0% 2 qtrs
38 MORGAN STANLEY 187.00 -6.2K (-97.1%) 309.00 -34.8K (-99.1%) 0.00% -0.067 pp 0.00% +0.000 pp USD5.50 -70.0% 2 qtrs
39 RHUMBLINE ADVISERS 138.00 +— (+0.0%) 230.00 -536.0 (-70.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.50 -70.0% 2 qtrs
40 BNP PARIBAS ARBITRAGE, SNC 103.00 +1.0 (+1.0%) 170.00 -391.0 (-69.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.46 -69.8% 2 qtrs
41 SRS CAPITAL ADVISORS, INC. 100.00 -21.0 (-17.4%) 165.00 -500.0 (-75.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD5.49 -69.9% 2 qtrs
42 ROCKEFELLER CAPITAL MANAGEMENT L.P. 83.00 -1.0 (-1.2%) 137.00 -325.0 (-70.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.49 -69.9% 2 qtrs
43 GROUP ONE TRADING, L.P. 55.00 -4.2K (-98.7%) 91.00 -23.3K (-99.6%) 0.00% -0.045 pp 0.00% +0.000 pp USD5.49 -69.9% 2 qtrs
44 WELLS FARGO & COMPANY/MN 31.00 +— (+0.0%) 51.00 -120.0 (-70.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.48 -69.9% 2 qtrs
45 JONES FINANCIAL COMPANIES LLLP 17.00 +17.0 (+100.0%) 28.00 +28.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.65 +0.0% 1 qtrs NEW
46 ALLWORTH FINANCIAL LP 16.00 +— (+0.0%) 27.00 -61.0 (-69.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.50 -70.0% 2 qtrs
47 NEWEDGE ADVISORS, LLC 11.00 +— (+0.0%) 18.00 -41.0 (-69.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.45 -69.7% 2 qtrs
48 SBI SECURITIES CO., LTD. 9.00 +— (+0.0%) 15.00 -35.0 (-70.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.44 -69.7% 2 qtrs
49 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1.00 +1.0 (+100.0%) 2.00 +2.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.00 +65.0% 1 qtrs NEW
50 FMR LLC -1.2K (-100.0%) -6.3K (-100.0%) 0.00% -0.012 pp 0.00% +0.000 pp USD 2 qtrs SOLD
51 EVERSOURCE WEALTH ADVISORS, LLC -19.0 (-100.0%) -105.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
52 DIMENSIONAL FUND ADVISORS LP -23.0K (-100.0%) -126.3K (-100.0%) 0.00% -0.248 pp 0.00% +0.000 pp USD 2 qtrs SOLD
53 QUBE RESEARCH & TECHNOLOGIES LTD -12.7K (-100.0%) -69.6K (-100.0%) 0.00% -0.137 pp 0.00% 0.000 pp USD 2 qtrs SOLD
54 RENAISSANCE TECHNOLOGIES LLC -12.0K (-100.0%) -65.7K (-100.0%) 0.00% -0.129 pp 0.00% 0.000 pp USD 2 qtrs SOLD
55 OASIS MANAGEMENT CO LTD. -107.5K (-100.0%) -591.1K (-100.0%) 0.00% -1.160 pp 0.00% -0.057 pp USD 2 qtrs SOLD
56 NORTH STAR INVESTMENT MANAGEMENT CORP. -70.0 (-100.0%) -385.0 (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 2 qtrs SOLD
57 ROYAL BANK OF CANADA -3.9K (-100.0%) -21.0K (-100.0%) 0.00% -0.042 pp 0.00% +0.000 pp USD 2 qtrs SOLD
58 RUSSELL INVESTMENTS GROUP, LTD. -5.1K (-100.0%) -28.3K (-100.0%) 0.00% -0.056 pp 0.00% +0.000 pp USD 2 qtrs SOLD
59 CITIGROUP INC -1.4K (-100.0%) -7.9K (-100.0%) 0.00% -0.015 pp 0.00% +0.000 pp USD 2 qtrs SOLD
60 CANADA PENSION PLAN INVESTMENT BOARD -34.2K (-100.0%) -188.2K (-100.0%) 0.00% -0.370 pp 0.00% 0.000 pp USD 2 qtrs SOLD
61 SUNBELT SECURITIES, INC. -1.0 (-100.0%) -6.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
62 TRUE WEALTH DESIGN, LLC -17.0 (-100.0%) -94.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
63 TUDOR INVESTMENT CORP ET AL -12.9K (-100.0%) -70.7K (-100.0%) 0.00% -0.139 pp 0.00% 0.000 pp USD 2 qtrs SOLD
64 JPMORGAN CHASE & CO -2.9K (-100.0%) -15.9K (-100.0%) 0.00% -0.031 pp 0.00% +0.000 pp USD 2 qtrs SOLD
65 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP -56.6K (-100.0%) -311.3K (-100.0%) 0.00% -0.611 pp 0.00% 0.000 pp USD 2 qtrs SOLD
66 TWO SIGMA SECURITIES, LLC -11.7K (-100.0%) -64.4K (-100.0%) 0.00% -0.126 pp 0.00% -0.010 pp USD 2 qtrs SOLD
67 AQR CAPITAL MANAGEMENT LLC -45.8K (-100.0%) -252.0K (-100.0%) 0.00% -0.495 pp 0.00% 0.000 pp USD 2 qtrs SOLD
68 AMERIPRISE FINANCIAL INC -13.6K (-100.0%) -74.6K (-100.0%) 0.00% -0.146 pp 0.00% +0.000 pp USD 2 qtrs SOLD
69 LARSON FINANCIAL GROUP LLC -375.0 (-100.0%) -2.1K (-100.0%) 0.00% -0.004 pp 0.00% 0.000 pp USD 2 qtrs SOLD
70 JACOBS LEVY EQUITY MANAGEMENT, INC -89.1K (-100.0%) -489.9K (-100.0%) 0.00% -0.962 pp 0.00% -0.002 pp USD 2 qtrs SOLD
71 MACKENZIE FINANCIAL CORP -100.6K (-100.0%) -553.1K (-100.0%) 0.00% -1.086 pp 0.00% -0.001 pp USD 2 qtrs SOLD
72 IFP ADVISORS, INC -289.0 (-100.0%) -88.0 (-100.0%) 0.00% -0.003 pp 0.00% +0.000 pp USD 5 qtrs SOLD
73 ADVISOR GROUP HOLDINGS, INC. -898.0 (-100.0%) -296.0 (-100.0%) 0.00% -0.010 pp 0.00% +0.000 pp USD 21 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 13 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.00% 74.2K 0.34%
2 Vanguard Consumer Discretionary ETF VCR 0.00% 141.2K 0.09%
3 Vanguard Extended Market ETF VXF 0.00% 304.6K 0.05%
4 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 297.07 0.17%
5 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 1.5K 0.03%
6 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 4.0K 0.17%
7 Vanguard Total Stock Market ETF VTI 0.00% 687.2K 0.03%
8 Vanguard All-Equity ETF Portfolio VEQT.TO 0.00% 1.5K 0.22%
9 Vanguard Growth ETF Portfolio VGRO.TO 0.00% 819.94 0.22%
10 Vanguard Balanced ETF Portfolio VBAL.TO 0.00% 331.15 0.22%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
2.00
Bullish
Ratio by volume
3.00
Bullish
Buys
18
Sells
9
Shares acquired
93.4K
Shares disposed
30.3K
Cash buys
Cash sales
Net activity
+63,082
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
2026-04-03 McDonell Jason Director / Officer M-Exempt A Common Stock, par value $0.001 per share 1,382 0.00 4,960 D
2026-04-03 Lindquist Benjamin Officer M-Exempt A Common Stock, par value $0.001 per share 83 0.00 1,616 D
2026-04-03 Cramer Naomi Officer M-Exempt A Common Stock, par value $0.001 per share 128 0.00 9,135 D
2026-03-24 Strain John Director M-Exempt A Restricted Stock Units 4,500 0.00 4,500 D
2026-03-24 Spofford Claire Director M-Exempt A Restricted Stock Units 4,500 0.00 4,500 D
2026-03-24 OFarrell Susan C Director M-Exempt A Restricted Stock Units 4,500 0.00 4,500 D
2026-03-24 Naylor Maile Director M-Exempt A Restricted Stock Units 4,500 0.00 4,500 D
2026-03-24 Nagler Lorna Director M-Exempt A Restricted Stock Units 4,500 0.00 4,500 D
2026-03-24 Hartmann John R. Director M-Exempt A Restricted Stock Units 4,500 0.00 4,500 D
2026-03-24 Estep Jonathan S Director M-Exempt A Restricted Stock Units 4,500 0.00 4,500 D
2026-03-24 Daniel Yolanda Director M-Exempt A Restricted Stock Units 4,500 0.00 4,500 D
2026-03-14 Cramer Naomi Officer F-InKind D Common Stock, par value $0.001 per share 1,583 1.18 1.9K 8,031 D
2026-03-12 Strain John Director M-Exempt A Common Stock, par value $0.001 per share 7,281 0.00 12,627 D
2026-03-12 Spofford Claire Director M-Exempt D Restricted Stock Units 7,281 0.00 0 D
2026-03-12 Naylor Maile Director M-Exempt D Restricted Stock Units 7,281 0.00 0 D
2026-03-12 Nagler Lorna Director M-Exempt D Restricted Stock Units 7,281 0.00 0 D
2026-03-12 Daniel Yolanda Director M-Exempt A Restricted Stock Units 7,281 0.00 0 D
2026-01-27 Lindquist Benjamin Officer M-Exempt A Common Stock, par value $0.001 per share 19 0.00 1,540 D
2026-01-07 Hartmann John R. 0 0.00 0
2025-12-23 White Jeffrey Justin Officer A-Award A Restricted Stock Units 13,875 0.00 35,625 D
2025-12-23 McDonell Jason Director / Officer A-Award A Restricted Stock Units 46,449 0.00 61,319 D
2025-12-23 Lindquist Benjamin Officer A-Award A Restricted Stock Units 6,010 0.00 8,627 D
2025-12-23 Cramer Naomi Officer A-Award A Restricted Stock Units 8,914 0.00 32,865 D
2025-12-23 College Amy Officer A-Award A Restricted Stock Units 8,914 0.00 24,198 D
2025-12-15 Lindquist Benjamin Officer M-Exempt A Common Stock, par value $0.001 per share 21 0.00 1,689 D
2025-12-15 Cramer Naomi Officer M-Exempt A Restricted Stock 115 0.00 23,951 D
2025-12-14 Lindquist Benjamin Officer M-Exempt A Restricted Stock Units 470 0.00 2,638 D
2025-12-14 Cramer Naomi Officer M-Exempt A Common Stock, par value $0.001 per share 726 0.00 4,404 D
2025-12-07 Lindquist Benjamin Officer F-InKind D Common Stock, par value $0.001 per share 18 2.63 47.34 1,330 D
2025-12-07 Cramer Naomi Officer F-InKind D Common Stock, par value $0.001 per share 68 2.63 178.84 3,678 D
2025-10-05 White Jeffrey Justin Officer A-Award A Restricted Stock Units 21,750 0.00 21,750 D
2025-09-12 White Jeffrey Justin Officer Common Stock, par value $0.001 per share 0 0.00 26,285 D
2025-09-09 McDonell Jason Director / Officer M-Exempt D Restricted Stock Units 99,138 0.00 297,414 D
2025-08-26 Lindquist Benjamin Officer M-Exempt D Restricted Stock Units 20,000 0.00 63,424 D
2025-08-26 Cramer Naomi Officer M-Exempt D Restricted Stock Units 20,000 0.00 509,477 D
2025-08-14 College Amy 0 0.00 0
2025-07-16 LaBode Moyo Officer F-InKind D Common Stock, par value $0.001 per share 10,181 0.43 4.4K 117,994 D
2025-07-15 LaBode Moyo Officer M-Exempt D Restricted Stock Units 40,000 0.00 0 D
2025-07-11 College Amy Officer Common Stock, par value $0.001 per share 0 0.00 0 D
2025-05-27 Lindquist Benjamin Officer F-InKind D Common Stock, par value $0.001 per share 1,170 0.82 959.40 7,477 D
2025-05-23 Lindquist Benjamin Officer M-Exempt D Restricted Stock Units 3,424 0.00 83,424 D
2025-05-19 LaBode Moyo Officer F-InKind D Common Stock, par value $0.001 per share 2,952 0.91 2.7K 88,175 D
2025-05-19 Cramer Naomi Officer F-InKind D Common Stock, par value $0.001 per share 2,952 0.91 2.7K 36,821 D
2025-05-18 LaBode Moyo Officer M-Exempt D Restricted Stock Units 11,596 0.00 144,067 D
2025-05-18 Cramer Naomi Officer M-Exempt D Restricted Stock Units 11,596 0.00 529,477 D
2025-05-13 Strain John Director P-Purchase A Common Stock, par value $0.001 per share 150,000 0.79 118.5K 270,000 I
2025-05-13 OFarrell Susan C Director P-Purchase A Common Stock, par value $0.001 per share 31,500 0.80 25.2K 75,763 D
2025-05-13 Naylor Maile Director P-Purchase A Common Stock, par value $0.001 per share 12,000 0.83 10.0K 40,357 D
2025-05-13 Iskander Anthony A Officer P-Purchase A Common Stock, par value $0.001 per share 63,995 0.78 49.9K 65,995 D
2025-05-12 LaBode Moyo Officer M-Exempt A Common Stock, par value $0.001 per share 16,250 0.00 84,675 D
2025-03-14 Iskander Anthony A Officer Common Stock, par value $0.001 per share 0 0.00 2,000 D
2025-03-14 Cramer Naomi Officer A-Award A Restricted Stock Units 300,000 0.00 541,073 D
2025-03-14 Bowman Scott Justin Officer M-Exempt A Common Stock, par value $0.001 per share 40,000 0.00 163,809 D
2025-03-12 Strain John Director / Officer A-Award A Restricted Stock Units 145,620 0.00 145,620 D
2025-03-12 Spofford Claire Director A-Award A Restricted Stock Units 145,620 0.00 145,620 D
2025-03-12 OFarrell Susan C Director A-Award A Restricted Stock Units 145,620 0.00 145,620 D
2025-03-12 Naylor Maile Director A-Award A Restricted Stock Units 145,620 0.00 145,620 D
2025-03-12 Nagler Lorna Director A-Award A Restricted Stock Units 145,620 0.00 145,620 D
2025-03-12 Estep Jonathan S Director A-Award A Restricted Stock Units 145,620 0.00 145,620 D
2025-03-12 Daniel Yolanda Director A-Award A Restricted Stock Units 145,620 0.00 145,620 D
2025-03-11 Strain John Director / Officer M-Exempt A Common Stock, par value $0.001 per share 18,248 0.00 106,926 D
2025-03-11 Spofford Claire Director M-Exempt A Common Stock, par value $0.001 per share 18,248 0.00 74,055 D
2025-03-11 OFarrell Susan C Director M-Exempt D Restricted Stock Units 18,248 0.00 0 D
2025-03-11 Naylor Maile Director M-Exempt D Restricted Stock Units 20,057 0.00 0 D
2025-03-11 Nagler Lorna Director M-Exempt A Common Stock, par value $0.001 per share 29,029 0.00 29,029 D
2025-03-11 Estep Jonathan S Director M-Exempt D Restricted Stock Units 18,248 0.00 0 D
2025-03-11 Daniel Yolanda Director M-Exempt D Restricted Stock Units 18,248 0.00 0 D
2025-01-27 Lindquist Benjamin Officer F-InKind D Common Stock, par value $0.001 per share 133 2.13 283.29 5,223 D
2025-01-27 LaBode Moyo Officer M-Exempt D Restricted Stock Units 5,814 0.00 171,913 D
2024-12-15 Lindquist Benjamin Officer M-Exempt A Common Stock, par value $0.001 per share 415 0.00 5,683 D
2024-12-15 LaBode Moyo Officer F-InKind D Common Stock, par value $0.001 per share 1,111 2.44 2.7K 64,452 D
2024-12-15 Cramer Naomi Officer F-InKind D Common Stock, par value $0.001 per share 2,114 2.44 5.2K 26,474 D
2024-12-14 Lindquist Benjamin Officer A-Award A Restricted Stock Units 28,176 0.00 87,650 D
2024-12-14 LaBode Moyo Officer A-Award A Restricted Stock Units 43,545 0.00 182,089 D
2024-12-14 Cramer Naomi Officer A-Award A Restricted Stock Units 43,585 0.00 165,979 D
2024-12-14 Caspers Dave Officer A-Award A Restricted Stock Units 43,545 0.00 148,606 D
2024-12-14 Bowman Scott Justin Officer A-Award A Restricted Stock Units 84,529 0.00 220,335 D
2024-12-07 Lindquist Benjamin Officer M-Exempt A Common Stock, par value $0.001 per share 1,253 0.00 5,619 D
2024-12-07 LaBode Moyo Officer F-InKind D Common Stock, par value $0.001 per share 1,934 2.36 4.6K 61,201 D
2024-12-07 Cramer Naomi Officer M-Exempt A Common Stock, par value $0.001 per share 5,295 0.00 21,630 D
2024-12-07 Caspers Dave Officer F-InKind D Common Stock, par value $0.001 per share 1,114 2.36 2.6K 16,167 D
2024-12-07 Bowman Scott Justin Officer M-Exempt A Common Stock, par value $0.001 per share 12,893 0.00 127,091 D
2024-09-09 McDonell Jason Director / Officer A-Award A Restricted Stock Units 396,552 0.00 396,552
2024-09-06 Daniel Yolanda Director P-Purchase A Common Stock, par value $0.001 per share 6,000 3.09 18.5K 32,015
2024-09-03 Estep Jonathan S Director P-Purchase A Common Stock, par value $0.001 per share 17,200 2.90 49.9K 24,680
2024-08-30 Naylor Maile Director P-Purchase A Common Stock, par value $0.001 per share 8,300 3.00 24.9K 8,300
2024-08-29 Strain John Director / Officer P-Purchase A Common Stock, par value $0.001 per share 120,000 2.53 303.6K 120,000
2024-08-29 Spofford Claire Director P-Purchase A Common Stock, par value $0.001 per share 39,600 2.52 99.8K 55,807
2024-08-29 Bowman Scott Justin Officer P-Purchase A Common Stock, par value $0.001 per share 100,000 2.58 258.0K 114,198
2024-08-26 Lindquist Benjamin Officer A-Award A Restricted Stock Units 40,000 0.00 60,727
2024-08-26 LaBode Moyo Officer A-Award A Restricted Stock Units 40,000 0.00 146,142
2024-08-26 Cramer Naomi Officer A-Award A Restricted Stock Units 40,000 0.00 127,739
2024-08-26 Caspers Dave Officer A-Award A Restricted Stock Units 40,000 0.00 109,440
2024-08-26 Bowman Scott Justin Officer A-Award A Restricted Stock Units 40,000 0.00 148,703
2024-08-14 Caspers Dave Officer M-Exempt D Restricted Stock Units 17,313 0.00 69,440
2024-08-14 Bowman Scott Justin Officer M-Exempt D Restricted Stock Units 19,045 0.00 108,699
2024-08-13 Nagler Lorna Director A-Award A Restricted Stock Units 29,029 0.00 29,029
2024-06-19 Nagler Lorna 0 0.00 0
2024-05-23 Naylor Maile Director A-Award A Restricted Stock Units 20,057 0.00 20,057
2024-05-23 Lindquist Benjamin Officer A-Award A Restricted Stock Units 13,696 0.00 20,727
2024-05-20 LaBode Moyo Officer F-InKind D Common Stock, par value $0.001 per share 2,952 5.06 14.9K 55,537
2024-05-20 Cramer Naomi Officer F-InKind D Common Stock, par value $0.001 per share 3,156 5.06 16.0K 16,335
2024-05-20 Africa Mike Officer F-InKind D Common Stock, par value $0.001 per share 2,952 5.06 14.9K 30,647
2024-05-18 LaBode Moyo Officer M-Exempt A Common Stock, par value $0.001 per share 11,596 0.00 58,489
2024-05-18 Cramer Naomi Officer M-Exempt D Restricted Stock Units 11,596 0.00 87,738
2024-05-18 Africa Mike Officer M-Exempt D Restricted Stock Units 11,596 0.00 96,174
2024-05-15 Naylor Maile 0 0.00 0
2024-05-13 LaBode Moyo Officer F-InKind D Common Stock, par value $0.001 per share 4,136 4.76 19.7K 46,893
2024-05-12 LaBode Moyo Officer M-Exempt D Restricted Stock Units 16,250 0.00 117,735
2024-04-16 Lindquist Benjamin Officer D Options to purchase shares 14,706 17.00 250.0K 0
2024-03-14 Strain John Director M-Exempt D Restricted Stock Units 10,357 0.00 0
2024-03-14 Spofford Claire Director M-Exempt A Common Stock, par value $0.001 per share 10,357 0.00 16,207
2024-03-14 Ortega Steven L Director M-Exempt D Restricted Stock Units 10,357 0.00 0
2024-03-14 OFarrell Susan C Director M-Exempt D Restricted Stock Units 10,357 0.00 0
2024-03-14 KUFEL ERIC J Director M-Exempt A Common Stock, par value $0.001 per share 10,357 0.00 10,357
2024-03-14 Estep Jonathan S Director M-Exempt D Restricted Stock Units 7,480 0.00 0
2024-03-14 Daniel Yolanda Director M-Exempt D Restricted Stock Units 10,357 0.00 0
2024-02-04 Egeck Michael R. Director / Officer M-Exempt D Restricted Stock Units 205,546 0.00 259,188
2024-01-27 LaBode Moyo Officer M-Exempt A Common Stock, par value $0.001 per share 5,814 0.00 36,620
2024-01-27 Gazaway Brad Officer M-Exempt D Restricted Stock Units Holding 2,584 0.00 87,318
2024-01-27 Africa Mike Officer M-Exempt A Common Stock, par value $0.001 per share 5,814 0.00 23,844
2023-12-16 Africa Mike Officer M-Exempt D Restricted Stock Units 7,282 0.00 113,584
2023-12-15 LaBode Moyo Officer F-InKind D Common Stock, par value $0.001 per share 1,111 6.63 7.4K 30,806
2023-12-15 Gazaway Brad Officer F-InKind D Common Stock, par value $0.001 per share 926 6.63 6.1K 134,935
2023-12-15 Egeck Michael R. Director / Officer F-InKind D Common Stock, par value $0.001 per share 12,781 6.63 84.7K 18,367
2023-12-15 Cramer Naomi Officer M-Exempt D Restricted Stock Units 2,285 0.00 99,334
2023-12-15 Africa Mike Officer M-Exempt D Restricted Stock Units 4,673 0.00 120,866
2023-12-07 LaBode Moyo Officer A-Award A Restricted Stock Units 30,387 0.00 144,162
2023-12-07 Gazaway Brad Officer A-Award A Restricted Stock Units 24,862 0.00 93,537
2023-12-07 Egeck Michael R. Director / Officer A-Award A Restricted Stock Units 165,746 0.00 495,882
2023-12-07 Cramer Naomi Officer A-Award A Restricted Stock Units 21,179 0.00 109,925
2023-12-07 Caspers Dave Officer A-Award A Restricted Stock Units 17,496 0.00 86,749
2023-12-07 Bowman Scott Justin Officer A-Award A Restricted Stock Units 51,566 0.00 127,744
2023-12-07 Africa Mike Officer A-Award A Restricted Stock Units 21,179 0.00 125,539
2023-11-15 Estep Jonathan S Director A-Award A Restricted Stock Units 7,480 0.00 7,480
2023-11-14 Estep Jonathan S Director 0 0.00 0
2023-11-14 Africa Mike Officer D Common Stock, par value $0.001 per share 0 0.00 9,119
2023-10-01 Cramer Naomi Officer D Restricted Stock Units 88,746 0.00 0
2023-10-01 Caspers Dave Officer D Restricted Stock Units 69,253 0.00 0
2023-10-01 Africa Mike Officer D Common Stock, par value $0.001 per share 0 0.00 8,986
2023-08-14 Bowman Scott Justin Officer A-Award A Restricted Stock Units 76,178 0.00 76,178
2023-08-07 Weddell Steven M Officer P-Purchase A Common Stock, par value $0.001 per share 25,000 6.92 173.1K 1,436,377
2023-08-07 Egeck Michael R. Director / Officer P-Purchase A Common Stock, par value $0.001 per share 50,000 6.93 346.4K 2,391,814
2023-08-04 Egeck Michael R. Director / Officer M-Exempt A Common Stock, par value $0.001 per share 205,546 0.00 205,546
2023-07-17 Bowman Scott Justin Officer 0 0.00 0
2023-05-18 LaBode Moyo Officer A-Award A Restricted Stock Units 46,383 0.00 113,775
2023-05-18 Gazaway Brad Officer A-Award A Restricted Stock Units 46,383 0.00 68,675
2023-05-12 LaBode Moyo Officer M-Exempt D Restricted Stock Units 16,250 0.00 67,392
2023-03-15 Strain John Director A-Award A Restricted Stock Units 10,357 0.00 10,357
2023-03-15 Spofford Claire Director A-Award A Restricted Stock Units 10,357 0.00 10,357
2023-03-15 Ray James R Jr Director A-Award A Restricted Stock Units 10,357 0.00 10,357
2023-03-15 Ortega Steven L Director M-Exempt A Common Stock, par value $0.001 per share 6,098 0.00 363,137
2023-03-15 OFarrell Susan C Director M-Exempt A Common Stock, par value $0.001 per share 6,098 0.00 15,658
2023-03-15 Magliacano Marc M-Exempt A Common Stock, par value $0.001 per share 6,098 0.00 15,658
2023-03-15 Kozlak Jodee A Director M-Exempt A Common Stock, par value $0.001 per share 6,098 0.00 15,658
2023-03-15 KUFEL ERIC J Director M-Exempt D Restricted Stock Units 6,098 0.00 0
2023-03-15 Daniel Yolanda Director M-Exempt D Restricted Stock Units 6,098 0.00 0
2023-02-04 Egeck Michael R. Director / Officer M-Exempt D Restricted Stock Units 205,546 0.00 535,682
2023-01-27 LaBode Moyo Officer F-InKind D Common Stock, par value $0.001 per share 1,928 14.44 27.8K 15,440
2023-01-27 Gazaway Brad Officer M-Exempt A Common Stock, par value $0.001 per share 2,584 0.00 133,031
2023-01-01 KUFEL ERIC J Director M-Exempt A Common Stock, par value $0.001 per share 12,221 0.00 68,424
2022-12-15 Weddell Steven M Officer A-Award A Restricted Stock Units 28,660 0.00 28,660
2022-12-15 LaBode Moyo Officer A-Award A Restricted Stock Units 17,450 0.00 89,456
2022-12-15 Gazaway Brad Officer A-Award A Restricted Stock Units 14,540 0.00 24,876
2022-12-15 Egeck Michael R. Officer A-Award A Restricted Stock Units 124,590 0.00 741,228
2022-12-15 Baker Paula Officer A-Award A Restricted Stock Units 13,710 0.00 84,216
2022-12-12 Bubbles Investor Aggregator, L.P. Director S-Sale D Common Stock, par value $0.001 per share 9,343,499 12.02 112.31M 8,776,904
2022-11-21 Baker Paula Officer M-Exempt A Common Stock, par value $0.001 per share 70,506 0.00 267,026
2022-09-26 Gazaway Brad Officer S-Sale D Common Stock, par value $0.001 per share 3,335 14.82 49.4K 130,447
2022-09-24 Strain John Director M-Exempt A Common Stock, par value $0.001 per share 12,221 0.00 72,223
2022-09-24 Gazaway Brad Officer M-Exempt A Common Stock, par value $0.001 per share 12,221 0.00 133,782
2022-08-13 Ray James R Jr Director M-Exempt A Common Stock, par value $0.001 per share 5,179 0.00 5,179
2022-08-04 Egeck Michael R. Officer M-Exempt A Common Stock, par value $0.001 per share 205,546 0.00 2,221,477
2022-05-18 Spofford Claire Director A-Award D Restricted Stock Units 5,850 0.00 5,850
2022-05-12 LaBode Moyo Officer M-Exempt A Common Stock, par value $0.001 per share 16,250 0.00 16,250
2022-03-16 Strain John Director A-Award A Restricted Stock Units 6,098 0.00 18,319
2022-03-16 Ortega Steven L Director M-Exempt D Restricted Stock Units 2,207 0.00 0
2022-03-16 OFarrell Susan C Director A-Award A Restricted Stock Units 6,098 0.00 6,098
2022-03-16 Magliacano Marc Director M-Exempt A Common Stock, par value $0.001 per share 2,207 0.00 9,560
2022-03-16 Kozlak Jodee A Director M-Exempt A Common Stock, par value $0.001 per share 2,207 0.00 9,560
2022-03-16 KUFEL ERIC J Director M-Exempt A Common Stock, par value $0.001 per share 2,207 0.00 56,203
2022-03-16 Daniel Yolanda Director M-Exempt D Restricted Stock Units 2,207 0.00 0
2022-02-08 Weddell Steven M Officer P-Purchase A Common Stock, par value $0.001 per share 25,000 19.80 495.0K 1,411,377
2022-02-08 Egeck Michael R. Director / Officer P-Purchase A Common Stock, par value $0.001 per share 101,700 19.66 2.00M 2,015,931
2022-02-04 Egeck Michael R. Director / Officer M-Exempt D Restricted Stock Units 205,546 0.00 822,184
2022-01-27 LaBode Moyo Officer A-Award A Restricted Stock Units 23,256 0.00 88,256
2022-01-27 Gazaway Brad Officer A-Award A Restricted Stock Units 10,336 0.00 22,557
2022-01-01 LaBode Moyo Officer D Restricted Stock Units 65,000 0.00 0
2022-01-01 KUFEL ERIC J Director M-Exempt A Common Stock, par value $0.001 per share 12,221 0.00 53,996
2022-01-01 Gazaway Brad Officer D Common Stock, par value $0.001 per share 0 0.00 121,561
2021-12-16 LaBode Moyo Officer D Options to purchase shares 45,833 26.11 1.20M 0
2021-12-16 Gazaway Brad Officer D Options to purchase shares 16,667 22.27 371.2K 0
2021-12-16 GIC Private Ltd 10% Owner S-Sale D Common Stock 2,828,465 20.25 57.28M 10,980,229
2021-12-16 Bubbles Investor Aggregator, L.P. 10% Owner S-Sale D Common Stock, par value $0.001 per share 13,625,310 20.25 275.91M 18,120,403
2021-11-22 Baker Paula Officer S-Sale D Common Stock, par value $0.001 per share 25,156 20.70 520.7K 196,520
2021-11-21 Baker Paula Officer M-Exempt D Restricted Stock Units 70,505 0.00 141,012
2021-11-02 Strain John Director M-Exempt D Restricted Stock Units 7,353 0.00 12,221
2021-11-02 Ortega Steven L Director M-Exempt D Restricted Stock Units 7,353 0.00 0
2021-11-02 OFarrell Susan C Director M-Exempt D Restricted Stock Units 7,353 0.00 0
2021-11-02 Magliacano Marc Director M-Exempt D Restricted Stock Units 7,353 0.00 0

Executive team

Top executives
EBIT / Employee
-44.1K
Shares Outstanding
9.32M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Jason McDonell Chief Executive Officer 850.0K 173.8K 1.15M 21.4K 2.20M 52.39%
2 2025 Scott Bowman Former Chief Financial Officer 401.5K 412.5K 827.7K 1.44M 28.73%
3 2025 Naomi Cramer Chief People Officer 494.0K 69.8K 530.4K 28.3K 1.02M 52.19%
4 2025 Moyo LaBode Former Chief Merchandising Officer 401.6K 212.5K 198.9K 607.7K 34.97%
5 2025 Tony Iskander Former Interim Chief Financial Officer 324.7K 206.3K 530.9K 0.00%
6 2024 Michael R. Egeck Former Chief Executive Officer 965.9K 1.80M 526.7K 3.29M 54.67%
7 2024 Jason McDonell Chief Executive Officer 44.9K 350.0K 1.15M 34.7K 1.58M 72.80%
8 2024 Scott Bowman Former Chief Financial Officer 550.0K 200.0K 683.7K 12.4K 1.45M 47.28%
9 2024 Scott Bowman Executive Vice President and Chief Financial Officer 550.0K 200.0K 683.7K 12.4K 1.45M 47.28%
10 2024 Moyo LaBode Former Chief Merchandising Officer 425.0K 453.7K 25.9K 904.5K 50.15%
11 2024 Moyo LaBode Chief Merchandising Officer 425.0K 453.6K 25.9K 904.5K 50.15%
12 2024 Naomi Cramer Chief People Officer 400.0K 353.6K 20.5K 774.1K 45.68%
13 2024 Dave Caspers Chief Stores Officer 410.6K 313.7K 12.4K 736.7K 42.58%
14 2024 John Strain Interim Chief Executive Officer 44.0K 125.0K 149.0K 318.0K 39.30%
15 2023 Michael R. Egeck Former Chief Executive Officer 1.03M 3.00M 16.8K 4.04M 74.22%
16 2023 Michael R. Egeck Chief Executive Officer 1.03M 3.00M 16.8K 4.04M 74.22%
17 2023 Moyo LaBode Former Chief Merchandising Officer 419.2K 920.2K 22.9K 1.36M 67.55%
18 2023 Moyo LaBode Chief Merchandising & Supply Chain Officer 419.2K 920.2K 22.3K 1.36M 67.58%
19 2023 Moyo LaBode Chief Merchandising Officer 419.2K 920.2K 22.3K 1.36M 67.58%
20 2023 Brad Gazaway Chief Legal, Real Estate & Sustainability Officer 419.2K 850.1K 13.5K 1.28M 66.27%
21 2023 Steven M. Weddell Former Executive Vice President and Chief Financial Officer 570.0K 690.1K 22.3K 1.28M 53.82%
22 2023 Scott Bowman Former Chief Financial Officer 116.3K 300.0K 550.0K 120.5K 1.09M 50.61%
23 2023 Scott Bowman Executive Vice President and Chief Financial Officer 116.3K 300.0K 550.0K 120.5K 1.09M 50.61%
24 2023 Paula F. Baker Former Chief Revenue Officer 419.2K 330.1K 48.5K 797.9K 41.38%
25 2022 Michael R. Egeck Chief Executive Officer 1.03M 1.55M 761.6K 5.8K 3.34M 46.33%
26 2022 Michael R. Egeck Former Chief Executive Officer 1.03M 1.55M 761.6K 5.8K 3.34M 46.33%
27 2022 Steven M. Weddell Executive Vice President and Chief Financial Officer 570.0K 966.9K 423.5K 5.8K 1.97M 49.18%
28 2022 Steven M. Weddell Former Executive Vice President and Chief Financial Officer 570.0K 966.9K 423.5K 5.8K 1.97M 49.18%
29 2022 Moyo LaBode Chief Merchandising Officer 400.0K 450.0K 361.6K 148.6K 1.36M 59.67%
30 2022 Moyo LaBode Chief Merchandising & Supply Chain Officer 400.0K 450.0K 361.6K 148.6K 1.36M 59.67%
31 2022 Brad Gazaway Chief Legal Officer 350.0K 200.0K 219.4K 130.0K 5.8K 905.2K 46.33%
32 2022 Brad Gazaway Chief Legal, Real Estate & Sustainability Officer 350.0K 200.0K 219.4K 130.0K 5.8K 905.2K 46.33%
33 2022 Paula F. Baker Former Chief Revenue Officer 400.0K 154.7K 148.6K 5.8K 709.1K 21.82%
34 2022 Paula F. Baker Chief Revenue Officer 400.0K 154.7K 148.6K 5.8K 709.1K 21.82%
35 2021 Michael R. Egeck Chief Executive Officer 1.02M 550.0K 4.80M 1.53M 7.91M 60.72%
36 2021 Steven M. Weddell Executive Vice President and Chief Financial Officer 560.8K 550.0K 3.00M 840.2K 5.7K 4.96M 60.54%
37 2021 Steven M. Weddell Former Executive Vice President and Chief Financial Officer 560.8K 550.0K 3.00M 840.2K 5.7K 4.96M 60.54%
38 2021 Steven L. Ortega Former Chief Executive Officer and current Chairman 82.4K 600.5K 3.31M 3.99M 15.05%
39 2021 Paula F. Baker Former Chief Revenue Officer 400.0K 480.4K 300.0K 5.7K 1.19M 40.50%
40 2021 Paula F. Baker Chief Revenue Officer 400.0K 480.4K 300.0K 5.7K 1.19M 40.50%
41 2020 Michael R. Egeck Chief Executive Officer 655.0K 7.18M 1.46M 95.1K 9.39M 76.45%
42 2020 Steven L. Ortega Former Chief Executive Officer and current Chairman 1.00M 700.0K 71.7K 1.77M 0.00%
43 2020 Paula F. Baker Chief Revenue Officer 327.2K 75.0K 633.8K 327.2K 127.3K 1.49M 42.52%
44 2020 Steven M. Weddell Executive Vice President and Chief Financial Officer 450.0K 900.0K 39.7K 1.39M 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-02-03 DEFA14A
2026-02-02 DEFA14A
2026-02-02 DEF 14A
2026-01-21 PRE 14A
2025-07-28 DEF 14A
2025-07-17 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-07 4
2026-04-07 4
2026-04-07 4
2026-03-26 4
2026-03-26 4
2026-03-26 4
2026-03-26 4
2026-03-26 4
2026-03-26 4
2026-03-26 4

Executive team

NameTitleCompensationGender
Jason McDonell Chief Executive Officer & Director 1M male
Naomi Cramer Chief Retail Operations & Talent Officer 592.1K female
Amy College Chief Merchandising & Supply Chain Officer 450.9K female
Benjamin Lindquist Senior Vice President, General Counsel & Corporate Secretary male
Jeffrey Justin White Chief Financial Officer & Treasurer male
Maryann Byrdak Senior Vice President & Chief Information Officer female
ESG Rating
B-
HOME IMPROVEMENT
Rank: 7 out of 8
2026
E (Environmental)
77.6 / 81.0
Company / Sector avg.
S (Social)
54.9 / 71.6
Company / Sector avg.
G (Governance)
66.7 / 54.1
Company / Sector avg.
ESG Total
66.4 / 68.9
Company / Sector avg.
ESG Score History HOME IMPROVEMENT
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2022-11-30 2022-12-29 Susie Lee NV03 Joint Sale (Full) $1,001 - $15,000
2021-02-18 2021-03-11 Susie Lee NV03 Joint Purchase $1,001 - $15,000
2021-02-11 2021-03-11 Susie Lee NV03 Joint Purchase $1,001 - $15,000
2021-01-13 2021-02-10 Susie Lee NV03 Joint Purchase $1,001 - $15,000
2021-01-12 2021-02-10 Susie Lee NV03 Joint Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits