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El Pollo Loco Holdings, Inc. (LOCO)
USD16.66
+0.10 (+0.60%)
US NASDAQ Consumer Cyclical Restaurants
Address
3535 Harbor Boulevard 92626
Costa Mesa, CA, US
Costa Mesa, CA, US
CEO
Elizabeth Goodwin Williams
Website
elpolloloco.com
IPO
2014-07-25
CIK 1606366 ISIN US2686031079
Description
El Pollo Loco Holdings, Inc., primarily operating through its El Pollo Loco, Inc. subsidiary, is engaged in the development, franchising, licensing, and direct management of quick-service restaurants under the El Pollo Loco brand. By May 4, 2022, its network encompassed 480 establishments: 189 company-owned locations and 291 franchised outlets situated across California, Nevada, Arizona, Texas, Utah, and Louisiana. The company also licenses a single restaurant operating in the Philippines. Founded in 1975 and headquartered in Costa Mesa, California, the company adopted its current name, El Pollo Loco Holdings, Inc., in April 2014, having previously been known as Chicken Acquisition Corp.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| 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
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Price Chart
USD16.66
+0.10 (+0.60%)
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Volume Profile
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Liquidity & share structure
Average Volume
334.8K
Beta
0.69
Float Shares
24.57M
Free Float %
82.0%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.95% | +1.42% | -2.45% | +30.44% | +23.88% | +29.45% | +43.58% | +43.74% | -20.82% | +20.89% | -43.65% |
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
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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 (13 ratings, all time)
Hold
Price Targets & DCF
Current price
16.66
Low
13.50
-19.0%
Consensus
14.25
-14.5%
Median
14.25
-14.5%
High
15.00
-10.0%
DCF (Unlevered)
10.98
-34.1%
DCF (Levered)
12.47
-25.2%
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)
60% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 3 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
11.00
-34.0%
|
| Last Year | 2 |
12.25
-26.5%
|
| All Time | 4 |
13.63
-18.2%
|
Quality scores
Altman Z-Score
1.92
Grey zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Restaurants: +7.4%+3.6% Q2'26: +5.9% (vs Q1'25)
-
EPS growth Restaurants: +14.8%+4.7% Q2'26: +42.1% (vs Q1'25)
-
FCF margin FCF growth · Restaurants: +21.6%+5.2% Q2'26: +2.2% (vs Q1'25)
-
EBIT margin Restaurants: +6.1%+8.7% ★ Q2'26: +9.8% (vs Q1'25)
-
ROIC Restaurants: +6.2%+5.7% Q2'26: +6.6% (vs Q1'25)
-
Share dilution Restaurants: +0.0%-1.8% ★ Q2'26: +1.2% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Restaurants: 0.72×4.10× Q2'26: 3.48× (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 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 2 EPS Ana. |
Dec 2027 3 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
355.06M
est: 356.82M (-0.5%)
|
380.12M
est: 379.41M (+0.2%)
|
401.70M
est: 401.75M (0.0%)
|
435.83M
est: 434.08M (+0.4%)
|
442.33M
est: 440.83M (+0.3%)
|
426.09M
est: 425.82M (+0.1%)
|
454.36M
est: 453.98M (+0.1%)
|
469.96M
est: 469.40M (+0.1%)
|
468.66M
est: 470.29M (-0.3%)
|
473.01M
est: 471.90M (+0.2%)
|
490.05M
est: 489.03M (+0.2%)
|
503.76M
501.41M – 505.75M
+3.0% YoY
|
524.22M
521.78M – 526.29M
+4.1% YoY
|
| EBITDA |
61.92M
est: 41.09M (+50.7%)
|
50.36M
est: 43.70M (+15.2%)
|
30.55M
est: 46.27M (-34.0%)
|
9.14M
est: 49.99M (-81.7%)
|
59.54M
est: 50.77M (+17.3%)
|
50.30M
est: 49.04M (+2.6%)
|
56.45M
est: 52.28M (+8.0%)
|
44.97M
est: 54.06M (-16.8%)
|
55.09M
est: 54.27M (+1.5%)
|
56.91M
est: 54.46M (+4.5%)
|
58.43M
est: 56.44M (+3.5%)
|
58.14M
57.87M – 58.37M
+3.0% YoY
|
60.50M
60.22M – 60.74M
+4.1% YoY
|
| EBIT |
48.67M
est: 29.00M (+67.8%)
|
34.31M
est: 30.84M (+11.2%)
|
39.60M
est: 32.66M (+21.3%)
|
-8.69M
est: 35.28M (-124.6%)
|
41.68M
est: 35.83M (+16.3%)
|
33.42M
est: 34.61M (-3.5%)
|
41.28M
est: 36.90M (+11.9%)
|
30.56M
est: 38.15M (-19.9%)
|
39.69M
est: 39.00M (+1.8%)
|
41.19M
est: 39.13M (+5.3%)
|
42.46M
est: 40.55M (+4.7%)
|
41.78M
41.58M – 41.94M
+3.0% YoY
|
43.47M
43.27M – 43.64M
+4.1% YoY
|
| Net Income |
24.05M
est: 20.50M (+17.3%)
|
18.34M
est: 20.22M (-9.3%)
|
8.62M
est: 18.42M (-53.2%)
|
-8.99M
est: 21.75M (-141.4%)
|
24.90M
est: 21.99M (+13.3%)
|
24.47M
est: 22.95M (+6.7%)
|
29.12M
est: 24.57M (+18.5%)
|
20.80M
est: 16.58M (+25.5%)
|
25.55M
est: 23.83M (+7.2%)
|
25.68M
est: 24.33M (+5.6%)
|
26.49M
est: 27.60M (-4.0%)
|
28.46M
28.39M – 28.83M
+3.1% YoY
|
31.92M
31.70M – 32.15M
+12.2% YoY
|
| SGA |
29.00M
est: 31.59M (-8.2%)
|
34.66M
est: 33.59M (+3.2%)
|
38.52M
est: 35.57M (+8.3%)
|
50.26M
est: 38.43M (+30.8%)
|
37.21M
est: 39.03M (-4.7%)
|
35.92M
est: 37.70M (-4.7%)
|
39.85M
est: 40.19M (-0.9%)
|
39.09M
est: 41.56M (-5.9%)
|
42.03M
est: 43.36M (-3.1%)
|
46.27M
est: 43.50M (+6.4%)
|
50.26M
est: 45.08M (+11.5%)
|
46.44M
46.22M – 46.62M
+3.0% YoY
|
48.33M
48.10M – 48.52M
+4.1% YoY
|
| EPS |
0.63
est: 0.68 (-7.7%)
|
0.48
est: 0.67 (-28.7%)
|
0.22
est: 0.61 (-64.1%)
|
-0.23
est: 0.72 (-131.8%)
|
0.68
est: 0.73 (-7.1%)
|
0.70
est: 0.76 (-8.4%)
|
0.81
est: 0.82 (-1.0%)
|
0.57
est: 0.55 (+3.3%)
|
0.75
est: 0.81 (-7.1%)
|
0.86
est: 0.83 (+3.9%)
|
0.91
est: 0.93 (-2.5%)
|
0.97
0.96 – 0.98
+4.1% YoY
|
1.08
1.07 – 1.09
+11.5% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-20 | Benchmark | Buy | Buy | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-05 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-04 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-29 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-28 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-27 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-24 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-23 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-22 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-21 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-20 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-17 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-16 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 1/5 | 4/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
33.63M
OE per share TTM
1.14
Owner's Yield
8.46%
Maintenance CapEx ratio
67.10%
Maint CapEx / Avg PPE
48.1%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
18
Total invested
5.41M
Insider transactions (90d)
0
Beneficial owners (>5%)
36
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Dean C. Kehler | 22.15M | 59.90% | — | 22.15M | — | — | IN | United States | 2015-02-11 | ↗ |
| 2 | Jay R. Bloom | 22.15M | 59.90% | — | 22.15M | — | — | IN | United States | 2015-02-11 | ↗ |
| 3 | Trimaran Capital, L.L.C. | 22.15M | 59.90% | — | 22.15M | — | — | OO | Delaware | 2015-02-11 | ↗ |
| 4 | Trimaran Pollo Partners, L.L.C. | 22.15M | 59.90% | — | 22.15M | — | — | OO | Delaware | 2015-02-11 | ↗ |
| 5 | John M. Roth | 5.56M | 15.00% | 27.0K | 5.53M | 27.0K | 5.53M | IN | — | 2022-09-02 | ↗ |
| 6 | FS Capital Partners V, LLC | 5.53M | 15.00% | — | 5.53M | — | 5.53M | OO | — | 2022-09-02 | ↗ |
| 7 | FS Equity Partners V, L.P. | 5.46M | 14.80% | — | 5.46M | — | 5.46M | PN | — | 2022-09-02 | ↗ |
| 8 | Biglari Capital Corp. | 3.28M | 9.10% | — | — | 3.28M | — | OO | United States | 2023-07-28 | ↗ |
| 9 | Sardar Biglari | 3.28M | 9.10% | — | — | 3.28M | — | IN | United States | 2023-07-28 | ↗ |
| 10 | The Lion Fund II, L.P. | 3.28M | 9.10% | — | — | 3.28M | — | PN | United States | 2023-07-28 | ↗ |
| 11 | (1) BlackRock, Inc. | 3.13M | 8.60% | 3.09M | — | 3.13M | — | HC | Delaware | 2021-01-29 | ↗ |
| 12 | CIBC Employee Private Equity Fund (Canada) I, L.P. | 2.10M | 5.78% | — | 2.10M | — | 2.10M | PN | Ontario (Canada) | 2023-04-07 | ↗ |
| 13 | CIBC Employee Private Equity Fund (Trimaran) Partners | 2.10M | 5.78% | — | 2.10M | — | 2.10M | PN | New York | 2023-04-07 | ↗ |
| 14 | CIBC Employee Private Equity Fund (US) I, L.P. | 2.10M | 5.78% | — | 2.10M | — | 2.10M | PN | Delaware | 2023-04-07 | ↗ |
| 15 | CIBC Employee Private Equity Fund (World) I, L.P. | 2.10M | 5.78% | — | 2.10M | — | 2.10M | PN | Delaware | 2023-04-07 | ↗ |
| 16 | ESC (Canada) USLP, L.P. | 2.10M | 5.78% | — | 2.10M | — | 2.10M | PN | Delaware | 2023-04-07 | ↗ |
| 17 | ESC (World) USLP I, L.P. | 2.10M | 5.78% | — | 2.10M | — | 2.10M | PN | Delaware | 2023-04-07 | ↗ |
| 18 | ESC Fund Management (Canada), Inc. | 2.10M | 5.78% | — | 2.10M | — | 2.10M | CO | Nova Scotia (Canada) | 2023-04-07 | ↗ |
| 19 | ESC Fund Management Co. (U.S.) Inc. | 2.10M | 5.78% | — | 2.10M | — | 2.10M | CO | Delaware | 2023-04-07 | ↗ |
| 20 | ESC Fund Management Co. (World), Inc. | 2.10M | 5.78% | — | 2.10M | — | 2.10M | CO | Delaware | 2023-04-07 | ↗ |
| 21 | Fund 1 Investments, LLC | 2.08M | 6.95% | — | 2.08M | — | — | OO | Delaware | 2024-11-14 | ↗ |
| 22 | (. | 2.04M | 5.21% | 1.96M | — | 2.04M | — | IA | Delaware | 2019-02-08 | ↗ |
| 23 | 30-0447847 | 2.03M | 5.50% | 1.98M | — | 2.03M | — | IA | Delaware Limited Partnership | 2023-02-10 | ↗ |
| 24 | 13-4064930 | 1.76M | 4.80% | 1.46M | — | 1.76M | — | IA | Delaware | 2021-02-08 | ↗ |
| 25 | The Vanguard Group - 23-1945930 | 1.70M | 4.65% | — | 15.5K | 1.67M | 29.6K | IA | Pennsylvania | 2022-02-09 | ↗ |
| 26 | Richard Fitzgerald | 1.57M | 5.00% | — | 1.54M | — | 1.54M | IN | Delaware | 2024-02-09 | ↗ |
| 27 | FS Affiliates V, L.P. | 73.1K | 0.20% | — | 73.1K | — | 73.1K | PN | — | 2022-09-02 | ↗ |
| 28 | BTO Holdings Manager – NQ L.L.C. | — | 0.00% | — | — | — | — | OO | Delaware | 2023-04-07 | ↗ |
| 29 | BTO TCP L.P. | — | 0.00% | — | — | — | — | PN | Delaware | 2023-04-07 | ↗ |
| 30 | BTOA – NQ L.L.C. | — | 0.00% | — | — | — | — | OO | Delaware | 2023-04-07 | ↗ |
| 31 | Blackstone Group Management L.L.C. | — | 0.00% | — | — | — | — | OO | Delaware | 2023-04-07 | ↗ |
| 32 | Blackstone Holdings I/II GP L.L.C. | — | 0.00% | — | — | — | — | OO | Delaware | 2023-04-07 | ↗ |
| 33 | Blackstone Holdings II L.P. | — | 0.00% | — | — | — | — | PN | Delaware | 2023-04-07 | ↗ |
| 34 | Blackstone Inc. | — | 0.00% | — | — | — | — | CO | Delaware | 2023-04-07 | ↗ |
| 35 | Blackstone Tactical Opportunities Associates – NQ L.L.C. | — | 0.00% | — | — | — | — | OO | Delaware | 2023-04-07 | ↗ |
| 36 | Stephen A. Schwarzman | — | 0.00% | — | — | — | — | IN | Delaware | 2023-04-07 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
18
-125 vs prev Q
New positions
0
Closed positions
125
Increased
5
Reduced
9
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 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 91.0K +91.0K (+100.0%) | 952.00M +952.0M (+100.0%) | 0.31% +0.311 pp | 0.00% +0.001 pp | USD10.46 +0.0% | 1 qtrs NEW |
| 2 | BIGLARI CAPITAL CORP. | 4.00M +— (+0.0%) | 41.84M +3.0M (+7.8%) | 13.69% -0.057 pp | 4.49% +0.237 pp | USD8.93 +17.1% | 11 qtrs — |
| 3 | BLACKROCK, INC. | 2.20M -131.7K (-5.6%) | 23.01M +394.3K (+1.7%) | 7.53% -0.484 pp | 0.00% +0.000 pp | USD13.56 -22.9% | 6 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 2.00M -16.1K (-0.8%) | 20.93M +1.4M (+7.0%) | 6.85% -0.084 pp | 0.00% +0.000 pp | USD11.21 -6.7% | 40 qtrs — |
| 5 | LSV ASSET MANAGEMENT | 1.46M -32.2K (-2.2%) | 15.24M +795.0K (+5.5%) | 4.99% -0.132 pp | 0.03% +0.001 pp | USD12.53 -16.5% | 7 qtrs — |
| 6 | VANGUARD GROUP INC | 1.46M +55.3K (+4.0%) | 15.22M +1.6M (+12.1%) | 4.98% +0.169 pp | 0.00% +0.000 pp | USD13.65 -23.4% | 46 qtrs — |
| 7 | GOLDMAN SACHS GROUP INC | 1.04M +502.4K (+93.9%) | 10.85M +5.7M (+109.1%) | 3.55% +1.712 pp | 0.00% +0.001 pp | USD10.24 +2.1% | 46 qtrs — |
| 8 | TIETON CAPITAL MANAGEMENT, LLC | 852.6K -615.0 (-0.1%) | 8.92M +642.0K (+7.8%) | 2.92% -0.014 pp | 3.05% +0.178 pp | USD10.24 +2.1% | 4 qtrs — |
| 9 | FUND 1 INVESTMENTS, LLC | 745.1K +491.2K (+193.4%) | 7.79M +5.3M (+216.4%) | 2.55% +1.677 pp | 0.95% +0.680 pp | USD10.27 +1.9% | 9 qtrs — |
| 10 | DIVISADERO STREET CAPITAL MANAGEMENT, LP | 692.7K -145.0K (-17.3%) | 7.25M -879.9K (-10.8%) | 2.37% -0.508 pp | 0.34% -0.016 pp | USD10.77 -2.9% | 8 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 654.0K +26.0K (+4.1%) | 6.84M +749.5K (+12.3%) | 2.24% +0.080 pp | 0.00% +0.000 pp | USD12.60 -17.0% | 46 qtrs — |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 652.4K +21.5K (+3.4%) | 6.82M +704.7K (+11.5%) | 2.23% +0.065 pp | 0.02% +0.002 pp | USD10.62 -1.5% | 17 qtrs — |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 596.4K +6.4K (+1.1%) | 6.24M +515.0K (+9.0%) | 2.04% +0.013 pp | 0.00% +0.000 pp | USD10.06 +4.0% | 17 qtrs — |
| 14 | STATE STREET CORP | 574.4K +14.1K (+2.5%) | 6.01M +572.9K (+10.5%) | 1.97% +0.040 pp | 0.00% +0.000 pp | USD13.01 -19.6% | 46 qtrs — |
| 15 | HILLSDALE INVESTMENT MANAGEMENT INC. | 571.3K +211.9K (+59.0%) | 5.98M +2.5M (+71.4%) | 1.96% +0.720 pp | 0.16% +0.060 pp | USD10.68 -2.1% | 7 qtrs — |
| 16 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 547.8K -194.0K (-26.2%) | 5.73M -1.5M (-20.4%) | 1.87% -0.675 pp | 0.01% -0.003 pp | USD10.90 -4.0% | 9 qtrs — |
| 17 | BIGLARI, SARDAR | 489.2K +— (+0.0%) | 5.12M +371.8K (+7.8%) | 1.67% -0.007 pp | 10.59% +1.028 pp | USD12.53 -16.5% | 10 qtrs — |
| 18 | PRUDENTIAL FINANCIAL INC | 432.1K +59.0K (+15.8%) | 4.52M +900.8K (+24.9%) | 1.48% +0.197 pp | 0.01% +0.001 pp | USD10.53 -0.7% | 38 qtrs — |
| 19 | NUVEEN, LLC | 417.9K -43.0K (-9.3%) | 4.37M -99.3K (-2.2%) | 1.43% -0.154 pp | 0.00% +0.000 pp | USD10.30 +1.6% | 4 qtrs — |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 115.0K +114.0K (+11,403.7%) | 4.34M +4.3M (+44,669.6%) | 0.39% +0.390 pp | 0.00% +0.003 pp | USD10.46 +0.0% | 3 qtrs — |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 372.2K -19.7K (-5.0%) | 3.89M +91.4K (+2.4%) | 1.27% -0.073 pp | 0.08% +0.001 pp | USD9.47 +10.5% | 14 qtrs — |
| 22 | RODGERS BROTHERS INC. | 357.1K +11.9K (+3.5%) | 3.74M +387.1K (+11.6%) | 1.22% +0.036 pp | 0.45% +0.035 pp | USD11.86 -11.8% | 43 qtrs — |
| 23 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 329.2K -842.0K (-71.9%) | 3.44M -7.9M (-69.7%) | 1.13% -2.899 pp | 0.01% -0.020 pp | USD16.21 -35.5% | 19 qtrs — |
| 24 | RENAISSANCE TECHNOLOGIES LLC | 314.6K -40.4K (-11.4%) | 3.29M -152.8K (-4.4%) | 1.08% -0.143 pp | 0.01% +0.001 pp | USD11.16 -6.3% | 40 qtrs — |
| 25 | BANK OF AMERICA CORP /DE/ | 231.0K +16.3K (+7.6%) | 2.42M +334.0K (+16.0%) | 0.79% +0.053 pp | 0.00% +0.000 pp | USD10.57 -1.0% | 46 qtrs — |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 217.6K +3.3K (+1.5%) | 2.28M +196.9K (+9.5%) | 0.74% +0.008 pp | 0.00% +0.000 pp | USD12.27 -14.8% | 46 qtrs — |
| 27 | EMPOWERED FUNDS, LLC | 213.9K -19.7K (-8.4%) | 2.24M -28.9K (-1.3%) | 0.73% -0.071 pp | 0.02% -0.005 pp | USD9.62 +8.7% | 11 qtrs — |
| 28 | SEI INVESTMENTS CO | 209.1K +188.7K (+924.6%) | 2.19M +2.0M (+1,004.9%) | 0.72% +0.646 pp | 0.00% +0.002 pp | USD10.53 -0.7% | 17 qtrs — |
| 29 | TWO SIGMA INVESTMENTS, LP | 204.5K -9.6K (-4.5%) | 2.14M +62.5K (+3.0%) | 0.70% -0.036 pp | 0.00% 0.000 pp | USD9.62 +8.7% | 19 qtrs — |
| 30 | MORGAN STANLEY | 204.2K -175.9K (-46.3%) | 2.14M -1.6M (-42.1%) | 0.70% -0.607 pp | 0.00% 0.000 pp | USD9.92 +5.4% | 46 qtrs — |
| 31 | MONIMUS CAPITAL MANAGEMENT, LP | 202.1K +13.5K (+7.2%) | 2.11M +284.9K (+15.6%) | 0.69% +0.044 pp | 1.39% +0.267 pp | USD10.55 -0.9% | 5 qtrs — |
| 32 | NORTHERN TRUST CORP | 193.0K -10.2K (-5.0%) | 2.02M +47.8K (+2.4%) | 0.66% -0.038 pp | 0.00% +0.000 pp | USD14.08 -25.7% | 46 qtrs — |
| 33 | ARCHON CAPITAL MANAGEMENT LLC | 179.5K +39.0K (+27.8%) | 1.88M +514.8K (+37.8%) | 0.61% +0.132 pp | 1.07% +0.257 pp | USD9.87 +6.0% | 2 qtrs — |
| 34 | JANE STREET GROUP, LLC | 158.9K +92.3K (+138.5%) | 1.66M +1.0M (+157.1%) | 0.54% +0.315 pp | 0.00% +0.000 pp | USD10.14 +3.2% | 9 qtrs — |
| 35 | AQR CAPITAL MANAGEMENT LLC | 154.6K +6.1K (+4.1%) | 1.62M +176.2K (+12.2%) | 0.53% +0.019 pp | 0.00% 0.000 pp | USD9.35 +11.9% | 22 qtrs — |
| 36 | D. E. SHAW & CO., INC. | 151.1K -23.1K (-13.2%) | 1.58M -108.8K (-6.4%) | 0.52% -0.081 pp | 0.00% 0.000 pp | USD10.16 +3.0% | 16 qtrs — |
| 37 | TREXQUANT INVESTMENT LP | 118.4K +41.8K (+54.5%) | 1.24M +495.2K (+66.6%) | 0.41% +0.142 pp | 0.01% +0.003 pp | USD9.97 +4.9% | 4 qtrs — |
| 38 | LAZARD ASSET MANAGEMENT LLC | 109.8K +4.0K (+3.8%) | 1.15M +122.5K (+11.9%) | 0.38% +0.012 pp | 0.00% +0.001 pp | USD10.38 +0.8% | 9 qtrs — |
| 39 | AMERIPRISE FINANCIAL INC | 102.1K -64.5K (-38.7%) | 1.07M -548.5K (-33.9%) | 0.35% -0.223 pp | 0.00% 0.000 pp | USD14.54 -28.1% | 38 qtrs — |
| 40 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 99.3K +— (+0.0%) | 1.04M +75.5K (+7.8%) | 0.34% -0.001 pp | 0.00% +0.000 pp | USD11.54 -9.4% | 5 qtrs — |
| 41 | BANK OF NEW YORK MELLON CORP | 98.7K +8.2K (+9.0%) | 1.03M +154.3K (+17.6%) | 0.34% +0.027 pp | 0.00% +0.000 pp | USD10.66 -1.9% | 46 qtrs — |
| 42 | CAMPBELL & CO INVESTMENT ADVISER LLC | 96.3K +21.8K (+29.2%) | 1.01M +284.4K (+39.4%) | 0.33% +0.074 pp | 0.05% -0.006 pp | USD10.18 +2.8% | 12 qtrs — |
| 43 | CI PRIVATE WEALTH, LLC | 90.3K +90.3K (+100.0%) | 944.7K +944.7K (+100.0%) | 0.31% +0.309 pp | 0.00% +0.001 pp | USD10.46 +0.0% | 1 qtrs NEW |
| 44 | TWO SIGMA ADVISERS, LP | 86.2K +3.4K (+4.1%) | 901.7K +98.5K (+12.3%) | 0.30% +0.011 pp | 0.00% +0.000 pp | USD9.64 +8.5% | 19 qtrs — |
| 45 | BARCLAYS PLC | 79.2K +13.3K (+20.2%) | 828.1K -74.0K (-8.2%) | 0.27% +0.045 pp | 0.00% +0.000 pp | USD11.50 -9.0% | 45 qtrs — |
| 46 | UBS GROUP AG | 77.1K -15.6K (-16.8%) | 806.5K -92.3K (-10.3%) | 0.26% -0.055 pp | 0.00% +0.000 pp | USD10.60 -1.3% | 45 qtrs — |
| 47 | SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 76.4K +— (+0.0%) | 798.8K +58.0K (+7.8%) | 0.26% -0.001 pp | 0.45% +0.022 pp | USD9.70 +7.8% | 2 qtrs — |
| 48 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 74.2K +74.2K (+100.0%) | 776.0K +776.0K (+100.0%) | 0.25% +0.254 pp | 0.00% +0.001 pp | USD10.46 +0.0% | 1 qtrs NEW |
| 49 | CREATIVE PLANNING | 73.3K +45.6K (+164.4%) | 766.9K +498.0K (+185.2%) | 0.25% +0.156 pp | 0.00% +0.000 pp | USD10.56 -0.9% | 5 qtrs — |
| 50 | JANNEY MONTGOMERY SCOTT LLC | 71.1K -10.4K (-12.7%) | 744.0K -47.0K (-5.9%) | 0.24% -0.037 pp | 0.00% 0.000 pp | USD11.27 -7.2% | 7 qtrs — |
| 51 | AMERICAN CENTURY COMPANIES INC | 57.3K -124.0 (-0.2%) | 598.9K +42.3K (+7.6%) | 0.20% -0.001 pp | 0.00% +0.000 pp | USD10.25 +2.0% | 11 qtrs — |
| 52 | STIFEL FINANCIAL CORP | 56.7K -5.9K (-9.4%) | 592.6K -13.9K (-2.3%) | 0.19% -0.021 pp | 0.00% +0.000 pp | USD9.10 +14.9% | 11 qtrs — |
| 53 | BOSTON PARTNERS | 56.2K -1.1K (-1.9%) | 588.1K +32.1K (+5.8%) | 0.19% -0.005 pp | 0.00% +0.000 pp | USD10.84 -3.5% | 8 qtrs — |
| 54 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 55.8K +55.8K (+100.0%) | 583.4K +583.4K (+100.0%) | 0.19% +0.191 pp | 0.00% +0.005 pp | USD10.46 +0.0% | 5 qtrs — |
| 55 | INVESCO LTD. | 54.0K -3.5K (-6.1%) | 564.3K +7.2K (+1.3%) | 0.18% -0.013 pp | 0.00% +0.000 pp | USD9.80 +6.7% | 38 qtrs — |
| 56 | QUEST PARTNERS LLC | 53.8K +7.0 (+0.0%) | 562.4K +40.9K (+7.8%) | 0.18% -0.001 pp | 0.03% -0.003 pp | USD11.15 -6.2% | 9 qtrs — |
| 57 | ADVISORSHARES INVESTMENTS LLC | 47.4K -2.2K (-4.4%) | 495.4K +14.9K (+3.1%) | 0.16% -0.008 pp | 0.08% +0.004 pp | USD9.59 +9.1% | 19 qtrs — |
| 58 | GABELLI FUNDS LLC | 47.1K +— (+0.0%) | 492.7K +35.8K (+7.8%) | 0.16% -0.001 pp | 0.00% +0.000 pp | USD11.01 -5.0% | 3 qtrs — |
| 59 | WATERSHED ASSET MANAGEMENT, L.L.C. | 47.1K +47.1K (+100.0%) | 492.6K +492.6K (+100.0%) | 0.16% +0.161 pp | 0.46% +0.460 pp | USD10.46 +0.0% | 1 qtrs NEW |
| 60 | WELLS FARGO & COMPANY/MN | 45.3K +14.3K (+46.2%) | 473.8K +173.2K (+57.6%) | 0.16% +0.049 pp | 0.00% +0.000 pp | USD11.58 -9.7% | 46 qtrs — |
| 61 | CARLSON CAPITAL L P | 40.0K -52.0K (-56.5%) | 418.4K -474.0K (-53.1%) | 0.14% -0.179 pp | 0.15% -0.181 pp | USD10.57 -1.0% | 3 qtrs — |
| 62 | FULLER & THALER ASSET MANAGEMENT, INC. | 38.8K +— (+0.0%) | 405.8K +29.5K (+7.8%) | 0.13% -0.001 pp | 0.00% +0.000 pp | USD11.02 -5.1% | 7 qtrs — |
| 63 | VERITION FUND MANAGEMENT LLC | 37.4K -100.0 (-0.3%) | 391.4K +27.5K (+7.5%) | 0.13% -0.001 pp | 0.00% +0.000 pp | USD10.30 +1.6% | 4 qtrs — |
| 64 | PANAGORA ASSET MANAGEMENT INC | 35.5K +2.2K (+6.7%) | 371.2K +48.4K (+15.0%) | 0.12% +0.007 pp | 0.00% +0.000 pp | USD10.31 +1.5% | 4 qtrs — |
| 65 | STATE OF WISCONSIN INVESTMENT BOARD | 35.5K -200.0 (-0.6%) | 370.9K +25.0K (+7.2%) | 0.12% -0.001 pp | 0.00% +0.000 pp | USD10.77 -2.9% | 16 qtrs — |
| 66 | RHUMBLINE ADVISERS | 35.1K -3.0K (-7.8%) | 367.6K -2.1K (-0.6%) | 0.12% -0.011 pp | 0.00% +0.000 pp | USD12.56 -16.7% | 43 qtrs — |
| 67 | SQUAREPOINT OPS LLC | 34.4K +34.4K (+100.0%) | 360.1K +360.1K (+100.0%) | 0.12% +0.118 pp | 0.00% +0.000 pp | USD10.46 +0.0% | 5 qtrs — |
| 68 | QUANTINNO CAPITAL MANAGEMENT LP | 33.6K +20.0K (+147.8%) | 351.3K +219.8K (+167.2%) | 0.11% +0.068 pp | 0.00% +0.000 pp | USD10.15 +3.1% | 2 qtrs — |
| 69 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 28.4K -26.4K (-48.2%) | 296.6K -234.9K (-44.2%) | 0.10% -0.091 pp | 0.00% 0.000 pp | USD12.98 -19.4% | 20 qtrs — |
| 70 | FEDERATED HERMES, INC. | 27.5K +25.2K (+1,064.8%) | 287.9K +265.0K (+1,156.1%) | 0.09% +0.086 pp | 0.00% +0.000 pp | USD10.74 -2.6% | 6 qtrs — |
| 71 | ALLIANCEBERNSTEIN L.P. | 27.4K +— (+0.0%) | 286.9K +20.8K (+7.8%) | 0.09% 0.000 pp | 0.00% +0.000 pp | USD11.47 -8.8% | 44 qtrs — |
| 72 | ASSENAGON ASSET MANAGEMENT S.A. | 20.4K +20.4K (+100.0%) | 213.6K +213.6K (+100.0%) | 0.07% +0.070 pp | 0.00% +0.000 pp | USD10.46 +0.0% | 19 qtrs — |
| 73 | BAILARD, INC. | 20.1K -3.6K (-15.2%) | 210.3K -19.6K (-8.5%) | 0.07% -0.013 pp | 0.00% 0.000 pp | USD10.95 -4.5% | 5 qtrs — |
| 74 | HSBC HOLDINGS PLC | 19.9K -1.9K (-8.6%) | 208.7K -3.5K (-1.6%) | 0.07% -0.007 pp | 0.00% +0.000 pp | USD10.07 +3.9% | 19 qtrs — |
| 75 | AQUATIC CAPITAL MANAGEMENT LLC | 19.3K -16.2K (-45.7%) | 201.6K -142.7K (-41.4%) | 0.07% -0.056 pp | 0.01% -0.001 pp | USD9.71 +7.7% | 8 qtrs — |
| 76 | DEUTSCHE BANK AG\ | 18.8K +18.8K (+100.0%) | 196.8K +196.8K (+100.0%) | 0.06% +0.064 pp | 0.00% +0.000 pp | USD10.46 +0.0% | 46 qtrs — |
| 77 | FRANKLIN RESOURCES INC | 17.2K +17.2K (+100.0%) | 179.6K +179.6K (+100.0%) | 0.06% +0.059 pp | 0.00% +0.000 pp | USD10.46 +0.0% | 1 qtrs NEW |
| 78 | CANADA PENSION PLAN INVESTMENT BOARD | 16.6K +16.6K (+100.0%) | 173.6K +173.6K (+100.0%) | 0.06% +0.057 pp | 0.00% +0.000 pp | USD10.46 +0.0% | 1 qtrs NEW |
| 79 | METLIFE INVESTMENT MANAGEMENT, LLC | 15.7K +6.0K (+61.2%) | 164.2K +69.7K (+73.8%) | 0.05% +0.020 pp | 0.00% +0.000 pp | USD10.25 +2.0% | 30 qtrs — |
| 80 | ZACKS INVESTMENT MANAGEMENT | 14.2K +14.2K (+100.0%) | 148.5K +148.5K (+100.0%) | 0.05% +0.049 pp | 0.00% +0.001 pp | USD10.46 +0.0% | 1 qtrs NEW |
| 81 | PRICE T ROWE ASSOCIATES INC /MD/ | 14.0K +— (+0.0%) | 147.0K +11.0K (+8.1%) | 0.05% 0.000 pp | 0.00% +0.000 pp | USD10.32 +1.4% | 4 qtrs — |
| 82 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.7K +— (+0.0%) | 143.3K +10.4K (+7.8%) | 0.05% 0.000 pp | 0.00% +0.000 pp | USD9.70 +7.8% | 2 qtrs — |
| 83 | LEVEL FOUR ADVISORY SERVICES, LLC | 13.6K -4.3K (-23.8%) | 142.5K -31.0K (-17.9%) | 0.05% -0.015 pp | 0.00% -0.001 pp | USD9.08 +15.2% | 14 qtrs — |
| 84 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 13.0K +451.0 (+3.6%) | 136.3K +14.3K (+11.7%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD11.01 -5.0% | 7 qtrs — |
| 85 | PHARVISION ADVISERS, LLC | 12.8K +12.8K (+100.0%) | 133.4K +133.4K (+100.0%) | 0.04% +0.044 pp | 0.07% +0.068 pp | USD10.46 +0.0% | 1 qtrs NEW |
| 86 | JPMORGAN CHASE & CO | 12.6K +1.9K (+17.7%) | 131.3K +27.8K (+26.9%) | 0.04% +0.006 pp | 0.00% +0.000 pp | USD11.33 -7.7% | 41 qtrs — |
| 87 | SG AMERICAS SECURITIES, LLC | 12.2K +1.2K (+11.1%) | 128.0K +21.0K (+19.6%) | 0.04% +0.004 pp | 0.00% 0.000 pp | USD9.78 +7.0% | 2 qtrs — |
| 88 | OXFORD ASSET MANAGEMENT LLP | 11.7K +11.7K (+100.0%) | 122.6K +122.6K (+100.0%) | 0.04% +0.040 pp | 0.05% +0.050 pp | USD10.46 +0.0% | 1 qtrs NEW |
| 89 | QUANTBOT TECHNOLOGIES LP | 11.6K +10.4K (+901.6%) | 120.9K +109.7K (+980.1%) | 0.04% +0.036 pp | 0.00% +0.004 pp | USD10.38 +0.8% | 5 qtrs — |
| 90 | FMR LLC | 11.1K +9.8K (+768.7%) | 115.9K +103.6K (+836.7%) | 0.04% +0.034 pp | 0.00% +0.000 pp | USD10.67 -2.0% | 23 qtrs — |
| 91 | XTX TOPCO LTD | 10.7K +10.7K (+100.0%) | 112.0K +112.0K (+100.0%) | 0.04% +0.037 pp | 0.00% +0.003 pp | USD10.46 +0.0% | 1 qtrs NEW |
| 92 | COLONY GROUP, LLC | 11.1K +906.0 (+8.9%) | 108.5K -9.5K (-8.0%) | 0.04% +0.003 pp | 0.00% 0.000 pp | USD13.36 -21.7% | 6 qtrs — |
| 93 | EVERGREEN CAPITAL MANAGEMENT LLC | 10.3K +10.3K (+100.0%) | 107.7K +107.7K (+100.0%) | 0.04% +0.035 pp | 0.00% +0.002 pp | USD10.46 +0.0% | 1 qtrs NEW |
| 94 | AXQ CAPITAL, LP | 10.2K +10.2K (+100.0%) | 106.9K +106.9K (+100.0%) | 0.04% +0.035 pp | 0.02% +0.024 pp | USD10.46 +0.0% | 1 qtrs NEW |
| 95 | DIVERSIFIED TRUST CO | 10.1K +10.1K (+100.0%) | 106.1K +106.1K (+100.0%) | 0.03% +0.035 pp | 0.00% +0.002 pp | USD10.46 +0.0% | 1 qtrs NEW |
| 96 | QUINN OPPORTUNITY PARTNERS LLC | 10.0K +— (+0.0%) | 104.6K +7.6K (+7.8%) | 0.03% 0.000 pp | 0.00% -0.003 pp | USD9.70 +7.8% | 2 qtrs — |
| 97 | RONALD BLUE TRUST, INC. | 7.0K -257.0 (-3.5%) | 73.1K +2.8K (+4.0%) | 0.02% -0.001 pp | 0.00% +0.000 pp | USD9.81 +6.6% | 15 qtrs — |
| 98 | NEW YORK STATE COMMON RETIREMENT FUND | 6.5K +— (+0.0%) | 68.4K +5.0K (+7.8%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD11.55 -9.4% | 43 qtrs — |
| 99 | BNP PARIBAS ARBITRAGE, SNC | 6.4K +1.1K (+21.6%) | 67.1K +16.0K (+31.2%) | 0.02% +0.004 pp | 0.00% +0.000 pp | USD10.10 +3.6% | 44 qtrs — |
| 100 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 6.2K +— (+0.0%) | 65.2K +4.7K (+7.8%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD11.54 -9.4% | 5 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 65 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares US Small Cap Value Factor ETF SVAL | 0.46% | 921.3K | 0.20% |
| 2 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.33% | 95.3K | 0.60% |
| 3 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.21% | 530.9K | 0.12% |
| 4 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.16% | 2.77M | 0.47% |
| 5 | iShares Micro-Cap ETF IWC | 0.11% | 1.61M | 0.60% |
| 6 | Vanguard U.S. Value Factor ETF VFVA | 0.08% | 663.5K | 0.13% |
| 7 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.06% | 7.1K | 0.29% |
| 8 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.06% | 578.1K | 0.20% |
| 9 | WisdomTree U.S. SmallCap Fund EES | 0.05% | 365.8K | 0.38% |
| 10 | Dimensional - US Small Cap Value ETF DFSV | 0.04% | 2.79M | 0.30% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
5.50
Bullish
Ratio by volume
3.00
Bullish
Buys
11
Sells
2
Shares acquired
279.9K
Shares disposed
14.6K
Cash buys
—
Cash sales
—
Net activity
+265,348
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-17 | Wright Robert D. | Director | A-Award | A | Common Stock | 8,258 | 0.00 | — | 8,258 | D | ↗ |
| 2026-03-17 | Williams Elizabeth Goodman | Director / Officer | A-Award | A | Non-Qualified Stock Options | 116,911 | 13.32 | 1.56M | 116,911 | D | ↗ |
| 2026-03-17 | Taylor Joseph G | Director | A-Award | A | Common Stock | 8,258 | 0.00 | — | 16,895 | D | ↗ |
| 2026-03-17 | Gonzalez Deborah | Director | A-Award | A | Common Stock | 8,258 | 0.00 | — | 41,126 | D | ↗ |
| 2026-03-17 | GARRIDO FRANK | Director | A-Award | A | Common Stock | 8,258 | 0.00 | — | 8,258 | D | ↗ |
| 2026-03-17 | Fils Ira | Officer | A-Award | A | Non-Qualified Stock Option | 32,626 | 13.32 | 434.6K | 32,626 | D | ↗ |
| 2026-03-17 | Faginas Cody Nancy | Director | A-Award | A | Common Stock | 8,258 | 0.00 | — | 41,126 | D | ↗ |
| 2026-03-17 | DAVILA TANA | Director | A-Award | A | Common Stock | 8,258 | 0.00 | — | 8,258 | D | ↗ |
| 2026-03-17 | BABB DOUGLAS J | Director | A-Award | A | Common Stock | 12,012 | 0.00 | — | 63,635 | D | ↗ |
| 2026-03-11 | Williams Elizabeth Goodman | Director / Officer | F-InKind | D | Common Stock | 12,272 | 11.10 | 136.2K | 204,810 | D | ↗ |
| 2026-03-11 | Fils Ira | Officer | F-InKind | D | COMMON STOCK | 2,296 | 11.10 | 25.5K | 112,418 | D | ↗ |
| 2026-03-01 | GARRIDO FRANK | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-01-01 | Wright Robert D. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-01-01 | DAVILA TANA | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-31 | Williams Elizabeth Goodman | Director / Officer | A-Award | A | Common Stock | 42,818 | 0.00 | — | 224,764 | D | ↗ |
| 2025-08-23 | Fils Ira | Officer | F-InKind | D | COMMON STOCK | 4,784 | 10.68 | 51.1K | 115,837 | D | ↗ |
| 2025-06-06 | Buller Mark | Director | S-Sale | D | Common Stock | 11,363 | 11.00 | 125.0K | 38,801 | D | ↗ |
| 2025-05-29 | Williams Elizabeth Goodman | Director / Officer | F-InKind | D | Common Stock | 10,924 | 9.90 | 108.1K | 224,764 | D | ↗ |
| 2025-05-29 | Hollandsworth Maria | Officer | F-InKind | D | Common Stock | 2,780 | 9.90 | 27.5K | 106,025 | D | ↗ |
| 2025-05-29 | Fils Ira | Officer | F-InKind | D | COMMON STOCK | 2,139 | 9.90 | 21.2K | 120,621 | D | ↗ |
| 2025-05-15 | Hollandsworth Maria | Officer | F-InKind | D | Common Stock | 8,095 | 9.50 | 76.9K | 108,805 | D | ↗ |
| 2025-05-09 | Hollandsworth Maria | Officer | F-InKind | D | Common Stock | 1,235 | 9.01 | 11.1K | 116,900 | D | ↗ |
| 2025-05-09 | Fils Ira | Officer | F-InKind | D | COMMON STOCK | 2,469 | 9.01 | 22.2K | 122,760 | D | ↗ |
| 2025-03-11 | Williams Elizabeth Goodman | Director / Officer | F-InKind | D | Common Stock | 4,033 | 10.42 | 42.0K | 235,688 | D | ↗ |
| 2025-03-11 | Taylor Joseph G | Director | A-Award | A | Common Stock | 8,637 | 0.00 | — | 8,637 | D | ↗ |
| 2025-03-11 | Hollandsworth Maria | Officer | A-Award | A | Common Stock | 11,996 | 10.42 | 125.0K | 118,135 | D | ↗ |
| 2025-03-11 | Gonzalez Deborah | Director | A-Award | A | Common Stock | 8,637 | 0.00 | — | 32,868 | D | ↗ |
| 2025-03-11 | Fils Ira | Officer | A-Award | A | Common Stock | 19,194 | 0.00 | — | 125,229 | D | ↗ |
| 2025-03-11 | Faginas Cody Nancy | Director | A-Award | A | Common Stock | 8,637 | 0.00 | — | 32,868 | D | ↗ |
| 2025-03-11 | FLOYD WILLIAM R | Director | A-Award | A | Common Stock | 13,436 | 0.00 | — | 74,209 | D | ↗ |
| 2025-03-11 | Buller Mark | Director | A-Award | A | Common Stock | 8,637 | 0.00 | — | 51,043 | D | ↗ |
| 2025-03-11 | Borgese Samuel N. | Director | A-Award | A | Common Stock | 8,637 | 0.00 | — | 40,261 | D | ↗ |
| 2025-03-11 | BABB DOUGLAS J | Director | A-Award | A | Common Stock | 8,637 | 0.00 | — | 51,623 | D | ↗ |
| 2025-03-07 | Williams Elizabeth Goodman | Director / Officer | A-Award | A | Common Stock | 45,381 | 0.00 | — | 176,519 | D | ↗ |
| 2025-01-13 | Taylor Joseph G | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-11-07 | Hollandsworth Maria | Officer | F-InKind | D | Common Stock | 9,126 | 12.91 | 117.8K | 106,139 | D | ↗ |
| 2024-11-07 | Fils Ira | Officer | F-InKind | D | COMMON STOCK | 6,659 | 12.91 | 86.0K | 106,035 | D | ↗ |
| 2024-08-23 | Fils Ira | Officer | F-InKind | D | COMMON STOCK | 4,731 | 13.36 | 63.2K | 112,694 | — | ↗ |
| 2024-08-22 | BIGLARI, SARDAR | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 per share | 4,516 | 13.48 | 60.9K | 369,247 | — | ↗ |
| 2024-08-21 | BIGLARI, SARDAR | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 per share | 43,161 | 13.59 | 586.6K | 364,731 | — | ↗ |
| 2024-08-20 | BIGLARI, SARDAR | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 per share | 100,000 | 13.42 | 1.34M | 321,570 | — | ↗ |
| 2024-08-19 | BIGLARI, SARDAR | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 per share | 62,329 | 13.46 | 838.9K | 221,570 | — | ↗ |
| 2024-08-16 | BIGLARI, SARDAR | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 per share | 21,325 | 13.13 | 280.0K | 159,241 | — | ↗ |
| 2024-08-15 | BIGLARI, SARDAR | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 per share | 50,554 | 13.00 | 657.2K | 137,916 | — | ↗ |
| 2024-08-14 | BIGLARI, SARDAR | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 per share | 62,362 | 12.47 | 777.7K | 87,362 | — | ↗ |
| 2024-08-13 | Biglari Reinsurance Ltd. | Other | — | D | Common Stock, par value $0.01 per share | 0 | 0.00 | — | 25,000 | — | ↗ |
| 2024-08-08 | Buller Mark | Director | S-Sale | D | Common Stock | 10,500 | 11.76 | 123.5K | 51,043 | D | ↗ |
| 2024-05-29 | Williams Elizabeth Goodman | Director / Officer | A-Award | A | Common Stock | 86,042 | 0.00 | — | 131,138 | — | ↗ |
| 2024-05-29 | Hollandsworth Maria | Officer | A-Award | A | Common Stock | 31,071 | 0.00 | — | 115,265 | — | ↗ |
| 2024-05-29 | Gonzalez Deborah | Director | A-Award | A | Common Stock | 8,604 | 0.00 | — | 24,231 | — | ↗ |
| 2024-05-29 | Fils Ira | Officer | A-Award | A | Common Stock | 23,901 | 0.00 | — | 117,425 | — | ↗ |
| 2024-05-29 | Faginas Cody Nancy | Director | A-Award | A | Common Stock | 8,604 | 0.00 | — | 24,231 | — | ↗ |
| 2024-05-29 | FLOYD WILLIAM R | Director | A-Award | A | Common Stock | 13,384 | 0.00 | — | 60,773 | — | ↗ |
| 2024-05-29 | Buller Mark | Director | A-Award | A | Common Stock | 8,604 | 0.00 | — | 44,302 | — | ↗ |
| 2024-05-29 | Borgese Samuel N. | Director | A-Award | A | Common Stock | 8,604 | 0.00 | — | 50,239 | — | ↗ |
| 2024-05-29 | BABB DOUGLAS J | Director | A-Award | A | Common Stock | 8,604 | 0.00 | — | 42,986 | — | ↗ |
| 2024-05-15 | Hollandsworth Maria | Officer | A-Award | A | Common Stock | 45,249 | 0.00 | — | 84,194 | — | ↗ |
| 2024-05-15 | Borgese Samuel N. | Director | S-Sale | D | Common Stock | 1,140 | 11.01 | 12.6K | 20,250 | D | ↗ |
| 2024-05-13 | Borgese Samuel N. | Director | S-Sale | D | Common Stock | 1,898 | 10.96 | 20.8K | 21,390 | D | ↗ |
| 2024-05-09 | Hollandsworth Maria | Officer | F-InKind | D | Common Stock | 1,416 | 10.35 | 14.7K | 38,945 | — | ↗ |
| 2024-05-09 | Fils Ira | Officer | F-InKind | D | Common Stock | 2,352 | 10.35 | 24.3K | 93,524 | — | ↗ |
| 2024-05-09 | Borgese Samuel N. | Director | S-Sale | D | Common Stock | 9,934 | 10.48 | 104.1K | 23,288 | D | ↗ |
| 2024-05-08 | Borgese Samuel N. | Director | S-Sale | D | Common Stock | 1,000 | 10.19 | 10.2K | 33,222 | D | ↗ |
| 2024-05-07 | Williams Elizabeth Goodman | Director / Officer | A-Award | A | Common Stock | 45,096 | 0.00 | — | 45,096 | — | ↗ |
| 2024-03-11 | Williams Elizabeth Goodman | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-11-08 | Hollandsworth Maria | Officer | F-InKind | D | Common Stock | 1,573 | 8.41 | 13.2K | 40,361 | — | ↗ |
| 2023-11-07 | Hollandsworth Maria | Officer | A-Award | A | Common Stock | 23,641 | 0.00 | — | 41,934 | — | ↗ |
| 2023-11-07 | Fils Ira | Officer | A-Award | A | Non-Qualified Stock Options | 38,272 | 8.46 | 323.8K | 95,876 | — | ↗ |
| 2023-08-23 | Fils Ira | Officer | F-InKind | D | Common Stock | 4,639 | 9.83 | 45.6K | 76,431 | — | ↗ |
| 2023-08-17 | BIGLARI, SARDAR | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 per share | 20,000 | 10.08 | 201.6K | 120,000 | — | ↗ |
| 2023-08-16 | BIGLARI, SARDAR | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 per share | 54,300 | 10.20 | 553.9K | 100,000 | — | ↗ |
| 2023-08-15 | BIGLARI, SARDAR | 10% Owner | — | I | Common Stock, par value $0.01 per share | 0 | 0.00 | — | 45,700 | — | ↗ |
| 2023-08-08 | Roberts Laurance | Director / Officer | A-Award | A | Common Stock | 28,222 | 0.00 | — | 219,969 | — | ↗ |
| 2023-08-08 | BIGLARI, SARDAR | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 per share | 106,760 | 10.84 | 1.16M | 4,000,000 | — | ↗ |
| 2023-08-07 | ROTH JOHN M | Director | S-Sale | D | Common Stock | 2,467,000 | 10.63 | 26.22M | 2,994,251 | — | ↗ |
| 2023-08-07 | FS Capital Partners V, LLC | — | S-Sale | D | Common Stock | 2,467,000 | 10.63 | 26.22M | 2,994,251 | — | ↗ |
| 2023-08-07 | BIGLARI, SARDAR | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 per share | 100,560 | 10.63 | 1.07M | 3,893,240 | — | ↗ |
| 2023-08-04 | BIGLARI, SARDAR | 10% Owner | — | I | Common Stock, par value $0.01 per share | 0 | 0.00 | — | 3,792,680 | — | ↗ |
| 2023-06-22 | Roberts Laurance | Director / Officer | M-Exempt | A | Common Stock | 24,621 | 4.34 | 106.9K | 251,697 | — | ↗ |
| 2023-05-26 | Borgese Samuel N. | Director | S-Sale | D | Common Stock | 4,643 | 9.30 | 43.2K | 34,222 | D | ↗ |
| 2023-05-19 | Roberts Laurance | Director / Officer | S-Sale | D | Common Stock | 60,000 | 9.62 | 577.2K | 191,747 | — | ↗ |
| 2023-05-12 | Roberts Laurance | Director / Officer | F-InKind | D | Common Stock | 1,231 | 9.25 | 11.4K | 191,747 | — | ↗ |
| 2023-05-10 | Roberts Laurance | Director / Officer | F-InKind | D | Common Stock | 4,100 | 9.19 | 37.7K | 192,978 | — | ↗ |
| 2023-05-09 | Roth John M. | Director | A-Award | A | Common Stock | 9,934 | 0.00 | — | 36,974 | — | ↗ |
| 2023-05-09 | Roberts Laurance | Director / Officer | A-Award | A | Non-Qualified Stock Options | 115,207 | 9.06 | 1.04M | 115,207 | — | ↗ |
| 2023-05-09 | Maselli Michael G. | Director | A-Award | A | Common Stock | 9,934 | 0.00 | — | 120,698 | — | ↗ |
| 2023-05-09 | Lynton Carol | Director | A-Award | A | Common Stock | 9,934 | 0.00 | — | 41,870 | — | ↗ |
| 2023-05-09 | Hollandsworth Maria | Officer | A-Award | A | Common Stock | 13,797 | 0.00 | — | 18,293 | — | ↗ |
| 2023-05-09 | Gonzalez Deborah | Director | A-Award | A | Common Stock | 9,934 | 0.00 | — | 15,627 | — | ↗ |
| 2023-05-09 | Fils Ira | Officer | A-Award | A | Non-Qualified Stock Options | 57,604 | 9.06 | 521.9K | 57,604 | — | ↗ |
| 2023-05-09 | Faginas Cody Nancy | Director | A-Award | A | Common Stock | 9,934 | 0.00 | — | 15,627 | — | ↗ |
| 2023-05-09 | FLOYD WILLIAM R | Director | A-Award | A | Common Stock | 15,453 | 0.00 | — | 47,389 | — | ↗ |
| 2023-05-09 | Buller Mark | Director | A-Award | A | Common Stock | 9,934 | 0.00 | — | 44,302 | — | ↗ |
| 2023-05-09 | Borgese Samuel N. | Director | A-Award | A | Common Stock | 9,934 | 0.00 | — | 41,635 | — | ↗ |
| 2023-05-09 | BABB DOUGLAS J | Director | A-Award | A | Common Stock | 9,934 | 0.00 | — | 34,382 | — | ↗ |
| 2023-05-08 | Roberts Laurance | Director / Officer | F-InKind | D | Common Stock | 1,884 | 9.35 | 17.6K | 141,890 | — | ↗ |
| 2023-05-06 | Roberts Laurance | Director / Officer | F-InKind | D | Common Stock | 3,469 | 9.35 | 32.4K | 143,774 | — | ↗ |
| 2023-04-24 | Roberts Laurance | Director / Officer | M-Exempt | A | Common Stock | 24,621 | 4.34 | 106.9K | 171,864 | — | ↗ |
| 2023-03-28 | Maselli Michael G. | Director | J-Other | A | Common Stock | 75,926 | 0.00 | — | 110,764 | — | ↗ |
| 2023-03-28 | Kehler Dean C | 10% Owner | J-Other | A | Common Stock | 5,182,564 | 0.00 | — | 5,182,564 | — | ↗ |
| 2023-01-18 | Borgese Samuel N. | Director | S-Sale | D | Common Stock | 20,011 | 11.06 | 221.3K | 38,865 | D | ↗ |
| 2022-11-08 | Hollandsworth Maria | Director / Officer | A-Award | A | Common Stock | 4,496 | 11.12 | 50.0K | 4,496 | — | ↗ |
| 2022-10-31 | Hollandsworth Maria | — | — | — | — | — | — | — | 0 | — | ↗ |
| 2022-10-15 | Roberts Laurance | Director | F-InKind | D | Common Stock | 4,590 | 10.54 | 48.4K | 147,243 | — | ↗ |
| 2022-08-31 | Trimaran Pollo Partners, L.L.C. | 10% Owner | J-Other | D | Common Stock | 5,534,303 | 0.00 | — | 11,212,241 | — | ↗ |
| 2022-08-31 | Roth John M. | Director | J-Other | A | Common Stock | 73,052 | 0.00 | — | 73,052 | — | ↗ |
| 2022-08-31 | Kehler Dean C | Director | J-Other | D | Common Stock | 5,534,303 | 0.00 | — | 11,212,241 | — | ↗ |
| 2022-08-31 | FS Capital Partners V, LLC | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 73,052 | — | ↗ |
| 2022-08-23 | Fils Ira | Director / Officer | A-Award | A | COMMON STOCK | 53,476 | 9.35 | 500.0K | 53,476 | — | ↗ |
| 2022-08-08 | Roberts Laurance | Director | F-InKind | D | Common Stock | 1,905 | 9.32 | 17.8K | 151,833 | — | ↗ |
| 2022-06-27 | Fils Ira | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-05-12 | Roberts Laurance | Director | F-InKind | D | Common Stock | 1,203 | 10.14 | 12.2K | 153,738 | — | ↗ |
| 2022-05-12 | Lozano Miguel | Director / Officer | F-InKind | D | Common Stock | 1,231 | 10.14 | 12.5K | 85,788 | — | ↗ |
| 2022-05-10 | Roth John M. | Director | A-Award | A | Common Stock | 5,693 | 0.00 | — | 27,040 | — | ↗ |
| 2022-05-10 | Roberts Laurance | Director | A-Award | A | Non-Qualified Stock Options | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-05-10 | Maselli Michael G. | Director | A-Award | A | Common Stock | 10,436 | 0.00 | — | 34,838 | — | ↗ |
| 2022-05-10 | Lynton Carol | Director | A-Award | A | Common Stock | 5,693 | 0.00 | — | 31,936 | — | ↗ |
| 2022-05-10 | Lozano Miguel | Director / Officer | A-Award | A | Non-Qualified Stock Options | 51,020 | 0.00 | — | 51,020 | — | ↗ |
| 2022-05-10 | Kehler Dean C | Director | A-Award | A | Common Stock | 5,693 | 0.00 | — | 24,448 | — | ↗ |
| 2022-05-10 | Gonzalez Deborah | Director | A-Award | A | Common Stock | 5,693 | 0.00 | — | 5,693 | — | ↗ |
| 2022-05-10 | Faginas Cody Nancy | Director | A-Award | A | Common Stock | 5,693 | 0.00 | — | 5,693 | — | ↗ |
| 2022-05-10 | FLOYD WILLIAM R | Director | A-Award | A | Common Stock | 5,693 | 0.00 | — | 31,936 | — | ↗ |
| 2022-05-10 | Buller Mark | Director | A-Award | A | Common Stock | 5,693 | 0.00 | — | 34,368 | — | ↗ |
| 2022-05-10 | Borgese Samuel N. | Director | A-Award | A | Common Stock | 5,693 | 0.00 | — | 31,701 | — | ↗ |
| 2022-05-10 | BABB DOUGLAS J | Director | A-Award | A | Common Stock | 5,693 | 0.00 | — | 24,448 | — | ↗ |
| 2022-05-06 | Roberts Laurance | Officer | F-InKind | D | Common Stock | 4,121 | 10.94 | 45.1K | 109,520 | — | ↗ |
| 2022-05-06 | Lozano Miguel | Officer | F-InKind | D | Common Stock | 5,150 | 10.94 | 56.3K | 65,140 | — | ↗ |
| 2022-02-04 | Lozano Miguel | Officer | S-Sale | D | Common Stock | 8,548 | 12.87 | 110.0K | 86,980 | — | ↗ |
| 2021-12-08 | Gonzalez Deborah | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-08 | Faginas Cody Nancy | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-11-09 | Roberts Laurance | Officer | A-Award | A | Common Stock | 13,123 | 0.00 | — | 113,641 | — | ↗ |
| 2021-08-08 | Roberts Laurance | Officer | F-InKind | D | Common Stock | 1,872 | 18.49 | 34.6K | 100,518 | — | ↗ |
| 2021-06-24 | Roberts Laurance | Officer | M-Exempt | D | Stock Options (right to buy) | 5,000 | 5.84 | 29.2K | 179,950 | — | ↗ |
| 2021-06-10 | Roberts Laurance | Officer | M-Exempt | A | Common Stock | 12,017 | 5.84 | 70.2K | 114,407 | — | ↗ |
| 2021-05-12 | Roth John M. | Director | A-Award | A | Common Stock | 3,419 | 0.00 | — | 21,347 | — | ↗ |
| 2021-05-12 | Roberts Laurance | Officer | A-Award | A | Non-Qualified Stock Options | 30,864 | 17.55 | 541.7K | 30,864 | — | ↗ |
| 2021-05-12 | Maselli Michael G. | Director | A-Award | A | Common Stock | 6,268 | 0.00 | — | 24,402 | — | ↗ |
| 2021-05-12 | Lynton Carol | Director | A-Award | A | Common Stock | 3,419 | 0.00 | — | 26,243 | — | ↗ |
| 2021-05-12 | Lozano Miguel | Officer | A-Award | A | Common Stock | 14,245 | 0.00 | — | 86,980 | — | ↗ |
| 2021-05-12 | Kehler Dean C | Director / 10% Owner | A-Award | A | Common Stock | 3,419 | 0.00 | — | 18,755 | — | ↗ |
| 2021-05-12 | FLOYD WILLIAM R | Director | A-Award | A | Common Stock | 3,419 | 0.00 | — | 26,243 | — | ↗ |
| 2021-05-12 | Buller Mark | Director | A-Award | A | Common Stock | 3,419 | 0.00 | — | 28,675 | — | ↗ |
| 2021-05-12 | Borgese Samuel N. | Director | A-Award | A | Common Stock | 3,419 | 0.00 | — | 26,008 | — | ↗ |
| 2021-05-12 | BABB DOUGLAS J | Director | A-Award | A | Common Stock | 3,419 | 0.00 | — | 18,755 | — | ↗ |
| 2021-05-12 | Acoca Bernard | Director / Officer | A-Award | A | Non-Qualified Stock Options | 61,728 | 17.55 | 1.08M | 61,728 | — | ↗ |
| 2021-05-10 | Roberts Laurance | Officer | F-InKind | D | Common Stock | 1,550 | 17.75 | 27.5K | 88,145 | — | ↗ |
| 2021-05-09 | Acoca Bernard | Director / Officer | F-InKind | D | Common Stock | 8,312 | 17.75 | 147.5K | 239,210 | — | ↗ |
| 2021-05-08 | Roberts Laurance | Officer | F-InKind | D | Common Stock | 1,884 | 17.75 | 33.4K | 89,695 | — | ↗ |
| 2021-05-08 | Lozano Miguel | Officer | F-InKind | D | Common Stock | 1,884 | 17.75 | 33.4K | 72,735 | — | ↗ |
| 2021-05-08 | Acoca Bernard | Director / Officer | F-InKind | D | Common Stock | 3,768 | 17.75 | 66.9K | 247,522 | — | ↗ |
| 2021-05-06 | Roberts Laurance | Officer | F-InKind | D | Common Stock | 3,469 | 0.00 | — | 91,579 | — | ↗ |
| 2021-05-06 | Lozano Miguel | Officer | F-InKind | D | Common Stock | 5,146 | 17.03 | 87.6K | 74,619 | — | ↗ |
| 2021-05-06 | Acoca Bernard | Director / Officer | F-InKind | D | Common Stock | 7,406 | 17.03 | 126.1K | 251,290 | — | ↗ |
| 2021-03-11 | Roberts Laurance | Officer | M-Exempt | A | Common Stock | 18,600 | 4.09 | 76.1K | 113,648 | — | ↗ |
| 2020-10-12 | Roberts Laurance | Officer | M-Exempt | A | Common Stock | 5,000 | 4.09 | 20.5K | 100,048 | — | ↗ |
| 2020-10-01 | Roberts Laurance | Officer | F-InKind | D | Common Stock | 448 | 17.42 | 7.8K | 95,048 | — | ↗ |
| 2020-09-10 | Roberts Laurance | Officer | M-Exempt | D | Stock Options (right to buy) | 13,600 | 4.09 | 55.6K | 25,183 | — | ↗ |
| 2020-09-01 | Maselli Michael G. | Director | A-Award | A | Common Stock | 2,798 | 0.00 | — | 18,134 | — | ↗ |
| 2020-08-08 | Roberts Laurance | Officer | F-InKind | D | Common Stock | 1,905 | 17.42 | 33.2K | 95,496 | — | ↗ |
| 2020-07-31 | Roberts Laurance | Officer | M-Exempt | A | Common Stock | 10,000 | 4.09 | 40.9K | 107,401 | — | ↗ |
| 2020-06-11 | Roberts Laurance | Officer | M-Exempt | A | Common Stock | 13,600 | 4.09 | 55.6K | 111,001 | — | ↗ |
| 2020-06-05 | Borgese Samuel N. | Director | S-Sale | D | Common Stock | 6,000 | 16.00 | 96.0K | 22,589 | — | ↗ |
| 2020-05-10 | Roberts Laurance | Officer | F-InKind | D | Common Stock | 1,530 | 13.87 | 21.2K | 97,401 | — | ↗ |
| 2020-05-09 | Acoca Bernard | Director / Officer | F-InKind | D | Common Stock | 8,280 | 13.87 | 114.8K | 258,696 | — | ↗ |
| 2020-05-08 | Roberts Laurance | Officer | F-InKind | D | Common Stock | 2,026 | 13.87 | 28.1K | 98,931 | — | ↗ |
| 2020-05-08 | Lozano Miguel | Officer | F-InKind | D | Common Stock | 2,227 | 13.87 | 30.9K | 79,765 | — | ↗ |
| 2020-05-08 | Acoca Bernard | Director / Officer | F-InKind | D | Common Stock | 4,349 | 13.87 | 60.3K | 266,976 | — | ↗ |
| 2020-05-06 | Roth John M. | Director | A-Award | A | Common Stock | 4,818 | 0.00 | — | 17,928 | — | ↗ |
| 2020-05-06 | Roberts Laurance | Officer | A-Award | A | Common Stock | 40,128 | 0.00 | — | 100,957 | — | ↗ |
| 2020-05-06 | Maselli Michael G. | Director | A-Award | A | Common Stock | 4,818 | 0.00 | — | 15,336 | — | ↗ |
| 2020-05-06 | Lynton Carol | Director | A-Award | A | Common Stock | 4,818 | 0.00 | — | 22,824 | — | ↗ |
| 2020-05-06 | Lozano Miguel | Officer | A-Award | A | Common Stock | 60,196 | 0.00 | — | 81,992 | — | ↗ |
| 2020-05-06 | Kehler Dean C | Director / 10% Owner | A-Award | A | Common Stock | 4,818 | 0.00 | — | 15,336 | — | ↗ |
| 2020-05-06 | FLOYD WILLIAM R | Director | A-Award | A | Common Stock | 4,818 | 0.00 | — | 22,824 | — | ↗ |
| 2020-05-06 | Buller Mark | Director | A-Award | A | Common Stock | 4,818 | 0.00 | — | 25,256 | — | ↗ |
| 2020-05-06 | Borgese Samuel N. | Director | A-Award | A | Common Stock | 4,818 | 0.00 | — | 28,589 | — | ↗ |
| 2020-05-06 | BABB DOUGLAS J | Director | A-Award | A | Common Stock | 4,818 | 0.00 | — | 15,336 | — | ↗ |
| 2020-05-06 | Acoca Bernard | Director / Officer | A-Award | A | Common Stock | 80,260 | 0.00 | — | 271,325 | — | ↗ |
| 2020-04-09 | Roberts Laurance | Officer | M-Exempt | A | Common Stock | 13,600 | 4.09 | 55.6K | 74,429 | — | ↗ |
| 2019-12-04 | Munoz Hector A. | Officer | F-InKind | D | Common Stock | 1,474 | 15.98 | 23.6K | 45,590 | — | ↗ |
| 2019-08-10 | Roberts Laurance | Officer | F-InKind | D | Common Stock | 430 | 10.72 | 4.6K | 60,829 | — | ↗ |
| 2019-08-08 | Roberts Laurance | Officer | F-InKind | D | Common Stock | 1,825 | 11.10 | 20.3K | 61,259 | — | ↗ |
| 2019-05-10 | Roberts Laurance | Officer | F-InKind | D | Common Stock | 1,832 | 11.89 | 21.8K | 63,084 | — | ↗ |
| 2019-05-09 | Acoca Bernard | Director / Officer | F-InKind | D | Common Stock | 11,946 | 11.74 | 140.2K | 191,065 | — | ↗ |
| 2019-05-08 | Roth John M. | Director | A-Award | A | Common Stock | 5,232 | 0.00 | — | 13,110 | — | ↗ |
| 2019-05-08 | Roberts Laurance | Officer | A-Award | A | Common Stock | 21,796 | 0.00 | — | 64,916 | — | ↗ |
| 2019-05-08 | Munoz Hector A. | Officer | A-Award | A | Common Stock | 30,516 | 0.00 | — | 47,064 | — | ↗ |
| 2019-05-08 | Maselli Michael G. | Director | A-Award | A | Common Stock | 5,232 | 0.00 | — | 10,518 | — | ↗ |
| 2019-05-08 | Lynton Carol | Director | A-Award | A | Common Stock | 5,232 | 0.00 | — | 18,006 | — | ↗ |
| 2019-05-08 | Lozano Miguel | Officer | A-Award | A | Common Stock | 21,796 | 0.00 | — | 21,796 | — | ↗ |
| 2019-05-08 | Kehler Dean C | Director / 10% Owner | A-Award | A | Common Stock | 5,232 | 0.00 | — | 10,518 | — | ↗ |
| 2019-05-08 | FLOYD WILLIAM R | Director | A-Award | A | Common Stock | 5,232 | 0.00 | — | 18,006 | — | ↗ |
| 2019-05-08 | Buller Mark | Director | A-Award | A | Common Stock | 5,232 | 0.00 | — | 20,438 | — | ↗ |
| 2019-05-08 | Borgese Samuel N. | Director | A-Award | A | Common Stock | 5,232 | 0.00 | — | 23,771 | — | ↗ |
| 2019-05-08 | BABB DOUGLAS J | Director | A-Award | A | Common Stock | 5,232 | 0.00 | — | 10,518 | — | ↗ |
| 2019-05-08 | Acoca Bernard | Director / Officer | A-Award | A | Common Stock | 43,592 | 0.00 | — | 211,864 | — | ↗ |
| 2019-04-01 | Lozano Miguel | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-12-17 | Siade Gustavo | Officer | F-InKind | D | Common Stock | 691 | 10.15 | 7.0K | 13,985 | — | ↗ |
| 2018-12-17 | Roberts Laurance | Officer | F-InKind | D | Common Stock | 1,574 | 10.15 | 16.0K | 43,556 | — | ↗ |
| 2018-12-04 | Munoz Hector A. | Officer | A-Award | A | Common Stock | 16,548 | 0.00 | — | 16,548 | — | ↗ |
Executive team
Top executives
EBIT / Employee
10.6K
Shares Outstanding
29.96M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Elizabeth Williams Chief Executive Officer | 751.0K | — | 1.43M | 717.0K | 581.2K | 56.2K | 3.54M | 60.77% | ↗ |
| 2 | 2025 | Ira Fils Chief Financial Officer | 438.8K | — | 400.0K | 200.0K | 253.9K | 55.8K | 1.35M | 44.50% | ↗ |
| 3 | 2025 | Maria Hollandsworth Former President and Chief Operating Officer | 517.8K | — | 250.0K | 125.0K | 266.7K | 45.4K | 1.20M | 31.12% | ↗ |
| 4 | 2024 | Elizabeth Williams Chief Executive Officer | 580.0K | 200.0K | 1.70M | 1.30M | 888.3K | 44.6K | 4.71M | 63.66% | ↗ |
| 5 | 2024 | Maria Hollandsworth President and Chief Operating Officer | 450.0K | 75.0K | 825.0K | 325.0K | 357.6K | 37.2K | 2.07M | 55.56% | ↗ |
| 6 | 2024 | Maria Hollandsworth Former President and Chief Operating Officer | 450.0K | 75.0K | 825.0K | 325.0K | 357.6K | 37.2K | 2.07M | 55.56% | ↗ |
| 7 | 2024 | Ira Fils Chief Financial Officer | 416.0K | — | 250.0K | 250.0K | 398.2K | 49.5K | 1.36M | 36.67% | ↗ |
| 8 | 2023 | Laurance Roberts Former President and Chief Executive Officer | 594.2K | — | 800.0K | 800.0K | 186.2K | 780.8K | 3.16M | 50.61% | ↗ |
| 9 | 2023 | Ira Fils Chief Financial Officer | 416.0K | — | 405.0K | 405.0K | 101.7K | 32.1K | 1.36M | 59.57% | ↗ |
| 10 | 2023 | Maria Hollandsworth Interim President & Chief Executive Officer | 348.9K | 75.0K | 325.0K | 125.0K | 80.7K | 28.8K | 983.4K | 45.76% | ↗ |
| 11 | 2023 | Maria Hollandsworth Former President and Chief Operating Officer | 348.9K | 75.0K | 325.0K | 125.0K | 80.7K | 28.8K | 983.4K | 45.76% | ↗ |
| 12 | 2023 | Maria Hollandsworth President and Chief Operating Officer | 348.9K | 75.0K | 325.0K | 125.0K | 80.7K | 28.8K | 983.4K | 45.76% | ↗ |
| 13 | 2022 | Laurance Roberts President & Chief Executive Officer | 582.7K | — | 500.0K | 500.0K | — | 162.2K | 1.74M | 57.31% | ↗ |
| 14 | 2022 | Laurance Roberts Former President and Chief Executive Officer | 582.7K | — | 500.0K | 500.0K | — | 162.2K | 1.74M | 57.31% | ↗ |
| 15 | 2022 | Miguel Lozano Former Chief Operating Officer | 343.6K | — | 250.0K | 250.0K | 24.1K | 223.2K | 1.09M | 45.83% | ↗ |
| 16 | 2022 | Ira Fils Chief Financial Officer | 205.0K | — | 500.0K | — | 76.2K | 94.4K | 875.6K | 57.10% | ↗ |
| 17 | 2022 | Maria Hollandsworth Chief Operating Officer | 56.6K | — | 50.0K | — | — | 4.8K | 111.3K | 44.92% | ↗ |
| 18 | 2022 | Maria Hollandsworth President and Chief Operating Officer | 56.6K | — | 50.0K | — | — | 4.8K | 111.3K | 44.92% | ↗ |
| 19 | 2022 | Maria Hollandsworth Interim President & Chief Executive Officer | 56.6K | — | 50.0K | — | — | 4.8K | 111.3K | 44.92% | ↗ |
| 20 | 2021 | Bernard Acoca Former President & Chief Executive Officer | 555.8K | — | 500.0K | 500.0K | — | 182.7K | 1.74M | 57.52% | ↗ |
| 21 | 2021 | Laurance Roberts President & Chief Executive Officer | 420.1K | — | 450.0K | 250.0K | 348.4K | 31.3K | 1.50M | 46.67% | ↗ |
| 22 | 2021 | Laurance Roberts Former President and Chief Executive Officer | 420.1K | — | 450.0K | 250.0K | 348.4K | 31.3K | 1.50M | 46.67% | ↗ |
| 23 | 2021 | Miguel Lozano Chief Operating Officer | 344.8K | — | 250.0K | 250.0K | 227.7K | 35.1K | 1.11M | 45.14% | ↗ |
| 24 | 2021 | Miguel Lozano Former Chief Operating Officer | 344.8K | — | 250.0K | 250.0K | 227.7K | 35.1K | 1.11M | 45.14% | ↗ |
| 25 | 2020 | Bernard Acoca President & Chief Executive Officer | 650.0K | — | 1.00M | — | 326.0K | 35.2K | 2.01M | 49.72% | ↗ |
| 26 | 2020 | Bernard Acoca Former President & Chief Executive Officer | 650.0K | — | 1.00M | — | 326.0K | 35.2K | 2.01M | 49.72% | ↗ |
| 27 | 2020 | Miguel Lozano Chief Operating Officer | 334.8K | — | 750.0K | — | 125.9K | 36.1K | 1.25M | 60.16% | ↗ |
| 28 | 2020 | Miguel Lozano Former Chief Operating Officer | 334.8K | — | 750.0K | — | 125.9K | 36.1K | 1.25M | 60.16% | ↗ |
| 29 | 2020 | Laurance Roberts President & Chief Executive Officer | 388.2K | — | 500.0K | — | 146.0K | 32.4K | 1.07M | 46.88% | ↗ |
| 30 | 2020 | Laurance Roberts Chief Financial Officer | 388.2K | — | 500.0K | — | 146.0K | 32.4K | 1.07M | 46.88% | ↗ |
| 31 | 2019 | Bernard Acoca Former President & Chief Executive Officer | 597.0K | — | 500.0K | 327.9K | 488.6K | 28.5K | 1.94M | 42.63% | ↗ |
| 32 | 2019 | Bernard Acoca President & Chief Executive Officer | 597.0K | — | 500.0K | 327.9K | 488.6K | 28.5K | 1.94M | 42.63% | ↗ |
| 33 | 2019 | Hector Muñoz Former Chief Marketing Officer | 375.0K | — | 350.0K | 163.9K | 146.5K | 155.2K | 1.19M | 43.17% | ↗ |
| 34 | 2019 | Laurance Roberts President & Chief Executive Officer | 378.8K | — | 250.0K | 163.9K | 211.3K | 34.5K | 1.04M | 39.86% | ↗ |
| 35 | 2019 | Laurance Roberts Chief Financial Officer | 378.8K | — | 250.0K | 163.9K | 211.3K | 34.5K | 1.04M | 39.86% | ↗ |
| 36 | 2019 | Miguel Lozano Chief Operating Officer | 241.3K | 20.0K | 250.0K | 65.6K | 146.9K | 27.8K | 751.5K | 41.99% | ↗ |
| 37 | 2018 | Bernard Acoca President & Chief Executive Officer | 437.9K | 250.0K | 1.40M | 431.8K | 319.1K | 115.2K | 2.95M | 62.00% | ↗ |
| 38 | 2018 | Stephen J. Sather Former President & Chief Executive Officer | 198.3K | — | — | 841.3K | — | 12.8K | 1.05M | 79.94% | ↗ |
| 39 | 2018 | Laurance Roberts Chief Financial Officer | 360.4K | — | 250.0K | 155.3K | 200.8K | 25.9K | 992.4K | 40.84% | ↗ |
| 40 | 2018 | Gustavo Siade SVP, Operations | 280.0K | — | 75.0K | 46.6K | 100.6K | 29.4K | 531.7K | 22.87% | ↗ |
| 41 | 2017 | Laurance Roberts Chief Financial Officer | 351.6K | — | 250.0K | 129.3K | 130.1K | 25.4K | 886.4K | 42.80% | ↗ |
| 42 | 2017 | Edward Valle Chief Marketing Officer | 351.2K | — | 250.0K | 129.3K | 129.9K | 22.0K | 882.5K | 42.98% | ↗ |
| 43 | 2017 | Stephen J. Sather Former President & Chief Executive Officer | 500.7K | — | — | — | 184.0K | 27.2K | 711.9K | 0.00% | ↗ |
| 44 | 2017 | Stephen J. Sather President & Chief Executive Officer | 500.7K | — | — | — | 184.0K | 27.2K | 711.9K | 0.00% | ↗ |
| 45 | 2016 | Stephen J. Sather President & Chief Executive Officer | 500.8K | — | — | 459.9K | 69.8K | 26.8K | 1.06M | 43.50% | ↗ |
| 46 | 2016 | Laurance Roberts Chief Financial Officer | 343.2K | — | 70.0K | 301.2K | 48.2K | 24.7K | 787.3K | 47.15% | ↗ |
| 47 | 2016 | Edward Valle Chief Marketing Officer | 342.8K | — | 70.0K | 287.4K | 48.1K | 21.4K | 769.8K | 46.44% | ↗ |
| 48 | 2015 | Stephen J. Sather President & Chief Executive Officer | 499.4K | — | — | — | 255.0K | 26.6K | 781.0K | 0.00% | ↗ |
| 49 | 2015 | Laurance Roberts Chief Financial Officer | 333.1K | — | — | — | 171.3K | 26.6K | 531.0K | 0.00% | ↗ |
| 50 | 2015 | Edward Valle Chief Marketing Officer | 331.1K | — | — | — | 171.3K | 23.7K | 526.2K | 0.00% | ↗ |
| 51 | 2015 | Ed Valle Chief Marketing Officer | 331.1K | — | — | — | 171.3K | 23.7K | 526.2K | 0.00% | ↗ |
| 52 | 2014 | Stephen J. Sather President & Chief Executive Officer | 466.6K | — | — | — | 365.9K | 30.0K | 862.4K | 0.00% | ↗ |
| 53 | 2014 | Laurance Roberts Chief Financial Officer | 322.8K | — | — | — | 250.0K | 159.7K | 732.5K | 0.00% | ↗ |
| 54 | 2014 | Ed Valle Chief Marketing Officer | 317.4K | — | — | — | 243.9K | 25.0K | 586.3K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Elizabeth Goodwin Williams | Chief Executive Officer & Director | 1M | female |
| Ira Fils | Chief Financial Officer | 748.4K | male |
| Clark Matthews | Chief Information Officer | — | male |
| Brian Carmichall | Chief Development Officer | — | male |
| Jason Weintraub | Chief Legal & People Officer | — | male |
| Jill Adams | Chief Marketing Officer | — | female |
| Tim Welsh | Chief Development Officer | — | male |
ESG Rating
ESG Score History RESTAURANTS
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for LOCO
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.
