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Open Lending Corporation (LPRO)

USD3.12 +0.00 (+0.08%)
US NASDAQ Financial Services Financial - Credit Services
Address 1501 South Mopac Expressway 78746
Austin, TX, US
CEO Jessica Elizabeth Buss
IPO 2018-03-26
CIK 1806201 ISIN US68373J1043

Explore sections of this company profile

Description

Based in Austin, Texas, and established in 2000, Open Lending Corporation delivers specialized solutions for empowering lending operations and conducting risk analysis. Their services are utilized by a diverse range of financial institutions throughout the United States, including credit unions, regional banks, independent auto finance companies, and the captive finance arms of original equipment manufacturers. A key offering is their Software as a Service (SaaS) platform, known as the Lenders Protection Program (LPP). This innovative platform assists external lenders by streamlining the process of making loan decisions and automating underwriting. It also facilitates the provision of credit default insurance through affiliated insurance providers. The LPP suite incorporates functionalities such as in-depth loan data analysis, dynamic risk-adjusted pricing for loans, sophisticated risk forecasting models, and intelligent automated decision-making tools, all tailored for the automotive lending industry.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Nebula NEBU 2020-03-18 View
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
USD3.12 +0.00 (+0.08%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
2.20
Float Shares
101.45M
Free Float %
85.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.00% +9.47% +20.13% +36.03% +14.20% +19.35% -7.50% -80.79% -94.54% -80.83% -80.83%
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 (12 ratings, all time) Hold
Price Targets & DCF
Current price
3.12
Low 4.00 +28.2%
Consensus 4.00 +28.2%
Median 4.00 +28.2%
High 4.00 +28.2%
DCF (Unlevered) 1.62 -47.9%
DCF (Levered) 3.16 +1.2%

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) 29% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 5 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
4.00
+28.2%
Last Year 1
4.00
+28.2%
All Time 7
19.00
+509.0%
Quality scores
Altman Z-Score
0.06
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Credit Services: +13.2%
    +288.0% Q1'26: -16.0% (vs Q1'25)
  • EPS growth Financial - Credit Services: +24.0%
    +96.8% Q1'26: -175.0% (vs Q1'25)
  • FCF margin FCF growth · Financial - Credit Services: +70.9%
    -10.6% Q1'26: -2.7% (vs Q1'25)
  • EBIT margin Financial - Credit Services: +28.7%
    +6.4% Q1'26: -3.1% (vs Q1'25)
  • ROIC Financial - Credit Services: +5.0%
    Q1'26: +10.1% (vs Q1'25)
  • Share dilution Financial - Credit Services: +0.0%
    -0.5% Q1'26: -1.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×
    10.48× Q1'26: 924.75× (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 (2.20) × ERP
WACC = 69% × Ke + 31% × Kd (11.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 1.62 Current price: 3.12
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 Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
5 Rev. Ana.
3 EPS Ana.
Dec 2027
4 Rev. Ana.
2 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
108.89M
est: 103.29M (+5.4%)
215.66M
est: 206.98M (+4.2%)
179.59M
est: 186.52M (-3.7%)
117.46M
est: 98.42M (+19.3%)
24.02M
est: 104.67M (-77.0%)
93.22M
est: 95.84M (-2.7%)
101.95M
99.59M – 107.18M
+6.4% YoY
116.58M
113.88M – 122.55M
+14.3% YoY
123.69M
120.82M – 130.02M
+6.1% YoY
EBITDA
-77.62M
est: 2.34M (-3,418.6%)
197.55M
est: 4.69M (+4,115.0%)
100.29M
est: 4.22M (+2,274.5%)
41.30M
est: 18.03M (+129.0%)
-51.61M
est: 19.18M (-369.1%)
8.40M
est: 17.56M (-52.1%)
18.68M
18.25M – 19.64M
+6.4% YoY
21.36M
20.87M – 22.46M
+14.3% YoY
22.66M
22.14M – 23.83M
+6.1% YoY
EBIT
-79.39M
est: 1.54M (-5,271.5%)
197.03M
est: 3.08M (+6,305.0%)
99.37M
est: 2.77M (+3,484.8%)
39.52M
est: 17.08M (+131.4%)
-53.29M
est: 18.16M (-393.4%)
5.99M
est: 16.63M (-64.0%)
17.69M
17.28M – 18.60M
+6.4% YoY
20.23M
19.76M – 21.27M
+14.3% YoY
21.46M
20.97M – 22.56M
+6.1% YoY
Net Income
-97.56M
est: -131.72M (+25.9%)
146.08M
est: 129.79M (+12.6%)
66.62M
est: 44.25M (+50.6%)
22.07M
est: 6.15M (+258.9%)
-135.01M
est: 10.70M (-1,361.3%)
-4.24M
est: -3.35M (-26.4%)
12.94M
12.16M – 13.37M
+486.2% YoY
19.28M
18.98M – 20.87M
+49.0% YoY
35.02M
33.36M – 36.69M
+81.7% YoY
SGA
40.43M
est: 81.09M (-50.1%)
42.39M
est: 162.49M (-73.9%)
53.81M
est: 64.39M (-16.4%)
60.53M
est: 86.30M (-29.9%)
61.09M
est: 91.78M (-33.4%)
77.41M
est: 84.05M (-7.9%)
89.40M
87.33M – 93.98M
+6.4% YoY
102.23M
99.86M – 107.47M
+14.3% YoY
108.46M
105.95M – 114.02M
+6.1% YoY
EPS
-1.18
est: -1.11 (-6.8%)
1.16
est: 1.09 (+6.5%)
0.53
est: 0.66 (-20.0%)
0.18
est: 0.05 (+249.5%)
-1.13
est: 0.10 (-1,289.5%)
-0.04
est: -0.03 (-26.3%)
0.11
0.10 – 0.11
+474.1% YoY
0.17
0.16 – 0.18
+56.1% YoY
0.29
0.28 – 0.31
+75.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C 2/5 4/5 1/5 1/5 2/5 1/5 1/5
2026-05-06 C 2/5 4/5 1/5 1/5 2/5 1/5 1/5
2026-05-05 C 2/5 4/5 1/5 1/5 2/5 1/5 1/5
2026-05-04 C 2/5 4/5 1/5 1/5 2/5 1/5 1/5
2026-05-01 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-04-30 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-04-29 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-04-28 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-04-27 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-04-24 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-23 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-22 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-21 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-15 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
2.87M
OE per share TTM
0.02
Owner's Yield
1.51%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
4.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
28
Total invested
17.32M
Insider transactions (90d)
0
Beneficial owners (>5%)
15
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Nebula Holdings, LLC 15.38M 16.70% 15.38M 15.38M OO Delaware 2020-06-22
2 52-0556948 11.03M 8.70% 4.29M 11.03M IA Maryland 2023-02-14
3 Wasatch Advisors, Inc. 87-0319391 9.88M 7.70% 9.88M 9.88M IA 2021-02-09
4 The Vanguard Group - 23-1945930 9.05M 7.17% 193.7K 8.77M 278.3K IA Pennsylvania For 2022-02-10
5 Adam H. Clammer 7.55M 5.98% 7.55M 7.55M IN 2021-04-06
6 James H. Greene, Jr. 7.55M 5.98% 7.55M 7.55M IN 2021-04-06
7 True Wind Capital GP, LLC 7.55M 5.98% 7.55M 7.55M OO 2021-04-06
8 True Wind Capital, L.P. 7.55M 5.98% 7.55M 7.55M PN 2021-04-06
9 (1)Names of reporting persons. BlackRock, Inc. 6.68M 5.30% 6.60M 6.68M HC Delaware 2022-02-04
10 Kenneth Chan 6.43M 5.30% 6.43M 6.43M IN United Kingdom 2023-09-25
11 Working Capital Advisors (UK) Ltd. 6.43M 5.30% 6.43M 6.43M FI United Kingdom 2023-09-25
12 Working Capital Management Pte. Ltd. 6.43M 5.30% 6.43M 6.43M FI United Kingdom 2023-09-25
13 Park S. Park 0.00% IN Delaware 2021-02-16
14 Park West Asset Management LLC 0.00% IA Delaware 2021-02-16
15 Park West Investors Master Fund, Limited 0.00% CO Delaware 2021-02-16

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
28
-110 vs prev Q
New positions
4
Closed positions
112
Increased
14
Reduced
5
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 VERADACE CAPITAL MANAGEMENT LLC 1.53M +1.5M (+100.0%) 2.37B +2.4B (+100.0%) 1.29% +1.295 pp 1.45% +1.449 pp USD1.55 +0.0% 1 qtrs NEW
2 TRUE WIND CAPITAL MANAGEMENT, L.P. 7.55M +— (+0.0%) 11.69M -4.2M (-26.5%) 6.38% +0.053 pp 4.47% -1.366 pp USD22.48 -93.1% 17 qtrs
3 BLACKROCK, INC. 7.48M -18.4K (-0.2%) 11.59M -4.2M (-26.7%) 6.33% +0.037 pp 0.00% 0.000 pp USD6.05 -74.4% 6 qtrs
4 WASATCH ADVISORS LP 6.34M -69.2K (-1.1%) 9.82M -3.7M (-27.3%) 5.36% -0.014 pp 0.06% -0.014 pp USD25.10 -93.8% 23 qtrs
5 WHETSTONE CAPITAL ADVISORS, LLC 6.01M +1.5M (+34.0%) 9.32M -148.5K (-1.6%) 5.09% +1.323 pp 2.91% +0.286 pp USD1.84 -15.8% 3 qtrs
6 VANGUARD GROUP INC 5.79M -18.4K (-0.3%) 8.98M -3.3M (-26.8%) 4.90% +0.025 pp 0.00% 0.000 pp USD24.30 -93.6% 22 qtrs
7 LB PARTNERS LLC 5.25M +200.0K (+4.0%) 8.14M -2.5M (-23.6%) 4.44% +0.205 pp 7.51% +0.671 pp USD1.93 -19.7% 3 qtrs
8 PORTOLAN CAPITAL MANAGEMENT, LLC 4.74M +1.1M (+28.9%) 7.34M -410.1K (-5.3%) 4.01% +0.925 pp 0.39% -0.026 pp USD1.98 -21.7% 2 qtrs
9 PALOGIC VALUE MANAGEMENT, L.P. 4.32M +284.6K (+7.1%) 6.70M -1.8M (-21.4%) 3.66% +0.269 pp 2.79% -0.631 pp USD2.52 -38.5% 13 qtrs
10 ETHOS FINANCIAL GROUP, LLC 3.46M -565.0 (0.0%) 5.37M -1.9M (-26.6%) 2.93% +0.024 pp 0.40% -0.177 pp USD2.62 -40.8% 4 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 2.53M -61.5K (-2.4%) 3.92M -1.5M (-28.3%) 2.14% -0.034 pp 0.00% 0.000 pp USD26.70 -94.2% 22 qtrs
12 STATE STREET CORP 2.16M -44.0 (0.0%) 3.35M -1.2M (-26.5%) 1.83% +0.015 pp 0.00% +0.000 pp USD30.73 -95.0% 22 qtrs
13 D. E. SHAW & CO., INC. 1.83M +215.8K (+13.4%) 2.83M -568.8K (-16.7%) 1.55% +0.194 pp 0.00% 0.000 pp USD2.03 -23.6% 15 qtrs
14 MORGAN STANLEY 1.55M -160.7K (-9.4%) 2.41M -1.2M (-33.4%) 1.32% -0.124 pp 0.00% 0.000 pp USD3.75 -58.7% 23 qtrs
15 TWO SIGMA ADVISERS, LP 1.03M -80.9K (-7.3%) 1.59M -746.6K (-31.9%) 0.87% -0.061 pp 0.00% -0.002 pp USD6.03 -74.3% 20 qtrs
16 TWO SIGMA INVESTMENTS, LP 981.1K -28.5K (-2.8%) 1.52M -609.5K (-28.6%) 0.83% -0.017 pp 0.00% -0.001 pp USD3.95 -60.8% 21 qtrs
17 DIMENSIONAL FUND ADVISORS LP 848.3K -189.0K (-18.2%) 1.31M -874.5K (-39.9%) 0.72% -0.153 pp 0.00% 0.000 pp USD10.85 -85.7% 18 qtrs
18 AQR CAPITAL MANAGEMENT LLC 842.3K -385.6K (-31.4%) 1.31M -1.3M (-49.6%) 0.71% -0.318 pp 0.00% -0.001 pp USD1.98 -21.7% 6 qtrs
19 JACOBS LEVY EQUITY MANAGEMENT, INC 768.2K +768.2K (+100.0%) 1.19M +1.2M (+100.0%) 0.65% +0.650 pp 0.00% +0.005 pp USD1.55 +0.0% 1 qtrs NEW
20 RENAISSANCE TECHNOLOGIES LLC 745.2K -227.0K (-23.3%) 1.16M -896.2K (-43.7%) 0.63% -0.185 pp 0.00% -0.001 pp USD5.97 -74.0% 22 qtrs
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 741.3K -151.1K (-16.9%) 1.15M -733.9K (-39.0%) 0.63% -0.122 pp 0.00% 0.000 pp USD25.08 -93.8% 22 qtrs
22 NORTHERN TRUST CORP 731.3K -66.5K (-8.3%) 1.13M -549.8K (-32.7%) 0.62% -0.051 pp 0.00% 0.000 pp USD34.85 -95.6% 22 qtrs
23 GSA CAPITAL PARTNERS LLP 696.6K +20.5K (+3.0%) 1.08M -347.0K (-24.3%) 0.59% +0.022 pp 0.09% -0.026 pp USD1.94 -20.1% 3 qtrs
24 GOLDMAN SACHS GROUP INC 544.4K -258.1K (-32.2%) 843.8K -849.5K (-50.2%) 0.46% -0.213 pp 0.00% 0.000 pp USD4.07 -61.9% 23 qtrs
25 BANK OF AMERICA CORP /DE/ 544.1K -149.3K (-21.5%) 843.3K -619.7K (-42.4%) 0.46% -0.122 pp 0.00% +0.000 pp USD3.58 -56.7% 23 qtrs
26 XTX TOPCO LTD 530.0K -144.9K (-21.5%) 821.5K -602.5K (-42.3%) 0.45% -0.118 pp 0.02% -0.052 pp USD1.97 -21.3% 4 qtrs
27 MARSHALL WACE, LLP 421.0K -83.0K (-16.5%) 652.5K -411.0K (-38.6%) 0.36% -0.067 pp 0.00% -0.001 pp USD2.11 -26.5% 4 qtrs
28 AXXCESS WEALTH MANAGEMENT, LLC 352.8K +— (+0.0%) 546.8K -197.6K (-26.5%) 0.30% +0.003 pp 0.01% -0.010 pp USD22.48 -93.1% 17 qtrs
29 BANK OF NEW YORK MELLON CORP 333.3K -4.4K (-1.3%) 516.5K -196.0K (-27.5%) 0.28% -0.001 pp 0.00% +0.000 pp USD24.78 -93.7% 22 qtrs
30 JANE STREET GROUP, LLC 333.2K -226.1K (-40.4%) 516.5K -663.8K (-56.2%) 0.28% -0.188 pp 0.00% 0.000 pp USD2.42 -36.0% 11 qtrs
31 CRESSET ASSET MANAGEMENT, LLC 322.9K -100.0K (-23.6%) 500.4K -391.8K (-43.9%) 0.27% -0.082 pp 0.00% -0.002 pp USD12.06 -87.1% 17 qtrs
32 WALLEYE CAPITAL LLC 300.9K -253.1K (-45.7%) 466.3K -702.5K (-60.1%) 0.25% -0.210 pp 0.00% -0.003 pp USD2.17 -28.6% 4 qtrs
33 INVESCO LTD. 285.1K +18.1K (+6.8%) 442.0K -121.5K (-21.6%) 0.24% +0.017 pp 0.00% +0.000 pp USD3.97 -61.0% 20 qtrs
34 MAN GROUP PLC 237.3K +14.0K (+6.3%) 367.8K -103.3K (-21.9%) 0.20% +0.013 pp 0.00% 0.000 pp USD1.96 -20.9% 4 qtrs
35 NUVEEN, LLC 228.8K +— (+0.0%) 354.7K -128.2K (-26.5%) 0.19% +0.002 pp 0.00% +0.000 pp USD2.76 -43.8% 4 qtrs
36 CETERA TRUST COMPANY, N.A 220.0K -87.5K (-28.5%) 341.0K -307.8K (-47.4%) 0.19% -0.072 pp 0.18% -0.181 pp USD8.51 -81.8% 9 qtrs
37 KESTRA ADVISORY SERVICES, LLC 198.5K +— (+0.0%) 307.6K -111.1K (-26.5%) 0.17% +0.001 pp 0.00% -0.001 pp USD7.32 -78.8% 10 qtrs
38 ALLIANCEBERNSTEIN L.P. 194.2K +— (+0.0%) 301.0K -108.8K (-26.5%) 0.16% +0.001 pp 0.00% +0.000 pp USD20.39 -92.4% 19 qtrs
39 FMR LLC 184.4K +4.7K (+2.6%) 285.9K -93.4K (-24.6%) 0.16% +0.005 pp 0.00% +0.000 pp USD17.33 -91.1% 22 qtrs
40 TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 175.8K +120.3K (+216.7%) 272.4K +155.3K (+132.6%) 0.15% +0.102 pp 0.02% +0.006 pp USD3.64 -57.4% 22 qtrs
41 UBS GROUP AG 169.2K +10.0K (+6.3%) 262.3K -73.6K (-21.9%) 0.14% +0.010 pp 0.00% +0.000 pp USD5.97 -74.0% 23 qtrs
42 PATHSTONE HOLDINGS, LLC 167.7K +707.0 (+0.4%) 260.0K -92.4K (-26.2%) 0.14% +0.002 pp 0.00% 0.000 pp USD5.57 -72.2% 9 qtrs
43 BARCLAYS PLC 157.4K -11.6K (-6.9%) 243.9K -790.5K (-76.4%) 0.13% -0.009 pp 0.00% 0.000 pp USD5.59 -72.3% 16 qtrs
44 IEQ CAPITAL, LLC 153.9K -57.7K (-27.3%) 238.5K -207.8K (-46.6%) 0.13% -0.047 pp 0.00% -0.001 pp USD1.94 -20.1% 3 qtrs
45 RAYMOND JAMES FINANCIAL INC 152.1K -31.3K (-17.1%) 235.7K -151.2K (-39.1%) 0.13% -0.025 pp 0.00% 0.000 pp USD5.97 -74.0% 5 qtrs
46 SKYVIEW INVESTMENT ADVISORS, LLC 150.4K +30.5K (+25.5%) 233.0K -20.0K (-7.9%) 0.13% +0.027 pp 0.03% -0.003 pp USD4.28 -63.8% 8 qtrs
47 CITADEL ADVISORS LLC 146.8K -183.5K (-55.6%) 227.5K -469.5K (-67.4%) 0.12% -0.153 pp 0.00% 0.000 pp USD3.29 -52.9% 21 qtrs
48 RHUMBLINE ADVISERS 142.2K -14.3K (-9.1%) 220.4K -109.8K (-33.2%) 0.12% -0.011 pp 0.00% 0.000 pp USD29.47 -94.7% 19 qtrs
49 RUSSELL INVESTMENTS GROUP, LTD. 129.0K +2.2K (+1.8%) 200.0K -67.5K (-25.2%) 0.11% +0.003 pp 0.00% 0.000 pp USD2.05 -24.4% 10 qtrs
50 AMERIPRISE FINANCIAL INC 128.3K +128.3K (+100.0%) 198.9K +198.9K (+100.0%) 0.11% +0.109 pp 0.00% +0.000 pp USD1.55 +0.0% 1 qtrs NEW
51 JPMORGAN CHASE & CO 124.1K -319.7K (-72.0%) 192.3K -744.0K (-79.5%) 0.11% -0.267 pp 0.00% +0.000 pp USD2.38 -34.9% 21 qtrs
52 WELLS FARGO & COMPANY/MN 114.6K +34.8K (+43.6%) 177.6K +9.3K (+5.5%) 0.10% +0.030 pp 0.00% +0.000 pp USD5.98 -74.1% 23 qtrs
53 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 111.9K -5.8K (-5.0%) 173.4K -75.0K (-30.2%) 0.09% -0.004 pp 0.00% 0.000 pp USD5.57 -72.2% 7 qtrs
54 CHICAGO PARTNERS INVESTMENT GROUP LLC 90.2K -219.0 (-0.2%) 170.5K +7.7K (+4.7%) 0.08% +0.000 pp 0.00% 0.000 pp USD4.93 -68.6% 18 qtrs
55 ALGERT GLOBAL LLC 103.7K +— (+0.0%) 161.0K -58.0K (-26.5%) 0.09% +0.001 pp 0.00% -0.001 pp USD3.91 -60.4% 11 qtrs
56 STATE OF WYOMING 101.5K +20.7K (+25.6%) 157.3K -13.2K (-7.8%) 0.09% +0.018 pp 0.02% -0.002 pp USD3.79 -59.1% 18 qtrs
57 TRUIST FINANCIAL CORP 100.0K +— (+0.0%) 155.0K -56.0K (-26.5%) 0.08% +0.001 pp 0.00% 0.000 pp USD1.94 -20.1% 3 qtrs
58 CANADA PENSION PLAN INVESTMENT BOARD 92.4K +92.4K (+100.0%) 143.2K +143.2K (+100.0%) 0.08% +0.078 pp 0.00% +0.000 pp USD1.55 +0.0% 1 qtrs NEW
59 SQUAREPOINT OPS LLC 86.5K +31.7K (+57.8%) 134.1K +18.4K (+15.9%) 0.07% +0.027 pp 0.00% +0.000 pp USD2.20 -29.5% 4 qtrs
60 DEUTSCHE BANK AG\ 75.0K +5.3K (+7.5%) 116.2K -30.9K (-21.0%) 0.06% +0.005 pp 0.00% +0.000 pp USD12.54 -87.6% 21 qtrs
61 COMMONWEALTH EQUITY SERVICES, LLC 70.1K +— (+0.0%) 108.7K -39.3K (-26.6%) 0.06% +0.001 pp 0.00% +0.000 pp USD5.71 -72.9% 8 qtrs
62 CWM, LLC 67.0K -20.3K (-23.3%) 104.0K -80.0K (-43.5%) 0.06% -0.017 pp 0.00% 0.000 pp USD1.99 -22.1% 7 qtrs
63 QUADRATURE CAPITAL LTD 65.4K +45.2K (+223.5%) 101.3K +58.9K (+138.8%) 0.06% +0.038 pp 0.00% +0.001 pp USD1.72 -9.9% 2 qtrs
64 RESOURCES INVESTMENT ADVISORS, LLC. 64.9K +1.0K (+1.6%) 100.6K -34.2K (-25.4%) 0.05% +0.001 pp 0.00% 0.000 pp USD5.37 -71.1% 5 qtrs
65 METLIFE INVESTMENT MANAGEMENT, LLC 63.9K -586.0 (-0.9%) 99.0K -37.0K (-27.2%) 0.05% +0.000 pp 0.00% 0.000 pp USD28.64 -94.6% 19 qtrs
66 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 51.9K -12.9K (-19.9%) 91.3K -39.5K (-30.2%) 0.04% -0.010 pp 0.00% 0.000 pp USD1.94 -20.1% 3 qtrs
67 PRICE T ROWE ASSOCIATES INC /MD/ 53.9K +— (+0.0%) 84.0K -30.0K (-26.3%) 0.05% +0.000 pp 0.00% +0.000 pp USD10.48 -85.2% 22 qtrs
68 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 50.1K +50.1K (+100.0%) 77.7K +77.7K (+100.0%) 0.04% +0.042 pp 0.00% +0.000 pp USD1.55 +0.0% 1 qtrs NEW
69 B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT 50.1K -36.6K (-42.3%) 77.6K -105.3K (-57.6%) 0.04% -0.030 pp 0.01% -0.018 pp USD17.39 -91.1% 23 qtrs
70 GILBERT & COOK, INC. 46.4K +— (+0.0%) 71.9K -26.0K (-26.5%) 0.04% +0.000 pp 0.01% -0.004 pp USD4.95 -68.7% 6 qtrs
71 INTECH INVESTMENT MANAGEMENT LLC 44.7K +— (+0.0%) 69.3K -25.0K (-26.5%) 0.04% +0.000 pp 0.00% 0.000 pp USD4.05 -61.7% 6 qtrs
72 CANNELL CAPITAL LLC 40.7K -2.6M (-98.4%) 63.1K -5.5M (-98.9%) 0.03% -2.164 pp 0.03% -0.812 pp USD6.38 -75.7% 16 qtrs
73 BNP PARIBAS ARBITRAGE, SNC 37.1K +7.3K (+24.6%) 57.4K -5.3K (-8.5%) 0.03% +0.006 pp 0.00% +0.000 pp USD3.18 -51.3% 5 qtrs
74 MANUFACTURERS LIFE INSURANCE COMPANY, THE 34.2K -3.3K (-8.9%) 53.1K -26.2K (-33.1%) 0.03% -0.003 pp 0.00% +0.000 pp USD28.84 -94.6% 19 qtrs
75 GRAHAM CAPITAL MANAGEMENT, L.P. 32.3K -48.2K (-59.9%) 50.1K -119.9K (-70.5%) 0.03% -0.040 pp 0.00% -0.002 pp USD2.07 -25.1% 3 qtrs
76 POINT72 ASSET MANAGEMENT, L.P. 30.2K +30.2K (+100.0%) 46.8K +46.8K (+100.0%) 0.03% +0.026 pp 0.00% +0.000 pp USD1.55 +0.0% 1 qtrs NEW
77 R SQUARED LTD 28.6K +7.0K (+32.7%) 44.3K -1.1K (-2.5%) 0.02% +0.006 pp 0.02% +0.001 pp USD1.89 -18.0% 5 qtrs
78 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 28.4K +— (+0.0%) 44.0K -15.9K (-26.5%) 0.02% +0.000 pp 0.00% +0.000 pp USD6.90 -77.5% 13 qtrs
79 MERIT FINANCIAL GROUP, LLC 26.2K -4.0K (-13.2%) 40.7K -23.1K (-36.2%) 0.02% -0.003 pp 0.00% 0.000 pp USD1.94 -20.1% 3 qtrs
80 CUSTOS FAMILY OFFICE, LLC 25.9K +— (+0.0%) 40.1K -14.5K (-26.5%) 0.02% +0.000 pp 0.03% -0.004 pp USD22.48 -93.1% 17 qtrs
81 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 24.9K +— (+0.0%) 38.6K -14.0K (-26.5%) 0.02% +0.000 pp 0.00% 0.000 pp USD5.97 -74.0% 5 qtrs
82 SUSQUEHANNA INTERNATIONAL GROUP, LLP 24.0K -37.0K (-60.6%) 37.2K -91.5K (-71.1%) 0.02% -0.031 pp 0.00% +0.000 pp USD3.22 -51.9% 21 qtrs
83 NEW YORK STATE COMMON RETIREMENT FUND 23.1K +— (+0.0%) 35.9K -13.0K (-26.5%) 0.02% +0.000 pp 0.00% +0.000 pp USD33.04 -95.3% 20 qtrs
84 MILLENNIUM MANAGEMENT LLC 22.6K -37.9K (-62.6%) 35.0K -92.6K (-72.6%) 0.02% -0.032 pp 0.00% +0.000 pp USD2.14 -27.6% 4 qtrs
85 HARRELL INVESTMENT PARTNERS, LLC 22.4K +— (+0.0%) 34.7K -12.5K (-26.5%) 0.02% +0.000 pp 0.01% -0.003 pp USD2.76 -43.8% 22 qtrs
86 MARINER, LLC 21.4K -6.2K (-22.6%) 33.1K -25.2K (-43.2%) 0.02% -0.005 pp 0.00% +0.000 pp USD1.96 -20.9% 3 qtrs
87 BALLENTINE PARTNERS, LLC 20.5K +— (+0.0%) 31.7K -11.5K (-26.5%) 0.02% +0.000 pp 0.00% 0.000 pp USD1.94 -20.1% 3 qtrs
88 VOYA INVESTMENT MANAGEMENT LLC 20.4K +— (+0.0%) 31.5K -11.4K (-26.5%) 0.02% +0.000 pp 0.00% +0.000 pp USD24.90 -93.8% 19 qtrs
89 BLAIR WILLIAM & CO/IL 20.0K +— (+0.0%) 31.0K -11.2K (-26.5%) 0.02% +0.000 pp 0.00% +0.000 pp USD1.94 -20.1% 3 qtrs
90 STATE OF WISCONSIN INVESTMENT BOARD 19.3K -159.9K (-89.3%) 29.8K -348.1K (-92.1%) 0.02% -0.134 pp 0.00% -0.001 pp USD12.71 -87.8% 17 qtrs
91 CERITY PARTNERS LLC 18.5K -1.0K (-5.2%) 28.7K -12.5K (-30.3%) 0.02% -0.001 pp 0.00% +0.000 pp USD1.94 -20.1% 3 qtrs
92 PROSHARE ADVISORS LLC 18.5K +951.0 (+5.4%) 28.6K -8.3K (-22.6%) 0.02% +0.001 pp 0.00% +0.000 pp USD13.55 -88.6% 19 qtrs
93 D.A. DAVIDSON & CO. 18.3K +18.3K (+100.0%) 28.4K +28.4K (+100.0%) 0.02% +0.016 pp 0.00% +0.000 pp USD1.55 +0.0% 1 qtrs NEW
94 CAPTRUST FINANCIAL ADVISORS 17.5K -4.7K (-21.0%) 27.1K -19.6K (-42.0%) 0.01% -0.004 pp 0.00% +0.000 pp USD1.94 -20.1% 3 qtrs
95 AUSTIN WEALTH MANAGEMENT, LLC 15.6K +— (+0.0%) 26.7K -933.0 (-3.4%) 0.01% +0.000 pp 0.00% 0.000 pp USD7.32 -78.8% 10 qtrs
96 PALLAS CAPITAL ADVISORS LLC 14.6K -6.7K (-31.3%) 22.7K -22.3K (-49.6%) 0.01% -0.006 pp 0.00% -0.001 pp USD1.94 -20.1% 3 qtrs
97 STATE OF ALASKA, DEPARTMENT OF REVENUE 14.7K +14.7K (+100.0%) 22.0K +22.0K (+100.0%) 0.01% +0.013 pp 0.00% +0.000 pp USD1.55 +0.0% 1 qtrs NEW
98 BUCKINGHAM STRATEGIC PARTNERS 13.1K +771.0 (+6.3%) 20.3K -2.4K (-10.6%) 0.01% +0.001 pp 0.00% +0.000 pp USD1.92 -19.3% 3 qtrs
99 MERCER GLOBAL ADVISORS INC /ADV 12.8K -3.7K (-22.4%) 19.9K -15.0K (-43.0%) 0.01% -0.003 pp 0.00% +0.000 pp USD1.97 -21.3% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 59 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Acquirers Small and Micro Deep Value ETF DEEP 1.42% 387.5K 0.80%
2 Franklin Small Cap Enhanced ETF FSML 0.31% 454.7K 0.45%
3 iShares Micro-Cap ETF IWC 0.07% 1.10M 0.60%
4 Sequoia Global Value ETF SFGV 0.03% 348.3K 0.38%
5 iShares Russell 2000 Value ETF IWN 0.01% 2.02M 0.24%
6 Vanguard Russell 2000 Value ETF VTWV 0.01% 182.0K 0.06%
7 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.01% 345.9K 0.34%
8 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.01% 665.0K 0.30%
9 iShares Russell 2000 BuyWrite ETF IWMW 0.01% 6.0K 0.39%
10 iShares Russell 2000 ETF IWM 0.01% 8.80M 0.19%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.82
Neutral
Ratio by volume
0.95
Neutral
Buys
14
Sells
17
Shares acquired
1.59M
Shares disposed
1.68M
Cash buys
Cash sales
Net activity
-83,435
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
2026-03-15 Sather Matthew Officer M-Exempt D Restricted Stock Units 6,633 0.00 185,293 D
2026-03-15 Massey Ben Officer M-Exempt A Common Stock, par value $0.01 per share 13,966 0.00 32,872 D
2026-03-15 Glasl Michelle Officer F-InKind D Common Stock, par value $0.01 per share 2,880 1.45 4.2K 6,120 D
2026-02-18 Sather Matthew Officer A-Award A Restricted Stock Units 102,028 0.00 191,926 D
2026-02-18 Monaco Massimo Officer A-Award A Restricted Stock Units 171,428 0.00 428,938 D
2026-02-18 Massey Ben Officer A-Award A Restricted Stock Units 92,857 0.00 176,513 D
2026-02-18 Glasl Michelle Officer A-Award A Restricted Stock Units 118,142 0.00 190,142 D
2026-02-18 Capizzano Anthony Officer A-Award A Restricted Stock Units 101,785 0.00 101,785 D
2026-01-19 Buss Jessica E Director / Officer D-Return D Stock Options 1,592,000 2.50 3.98M 3,184,000 D
2025-11-21 Chaudhary Abhijit Director A-Award A Restricted Stock Units 14,943 0.00 14,943 D
2025-11-19 Sather Matthew Officer P-Purchase A Common Stock, par value $0.01 per share 40,000 1.52 60.8K 44,363 D
2025-11-07 Massey Ben Officer Common Stock, par value $0.01 per share 0 0.00 10,757 D
2025-11-06 Sather Matthew Officer Common Stock, par value $0.01 per share 0 0.00 4,363 D
2025-10-19 Stark Matthew Officer M-Exempt D Restricted Stock Units 18,301 0.00 138,555 D
2025-09-25 Monaco Massimo Officer A-Award A Restricted Stock Units 257,510 0.00 257,510 D
2025-09-25 Hart Todd C Director A-Award A Restricted Stock Units 13,933 0.00 13,933 D
2025-08-18 Monaco Massimo Officer 0 0.00 0
2025-07-30 Stark Matthew Officer A-Award A Stock Options 114,379 2.50 285.9K 114,379 D
2025-07-30 Glasl Michelle Officer A-Award A Restricted Stock Units 36,000 0.00 72,000 D
2025-06-29 Jehl Charles D Director M-Exempt A Common Stock, par value $0.01 per share 210,084 0.00 672,794 D
2025-05-21 RAO SHUBHI SURYAJI Director M-Exempt A Common Stock, par value $0.01 per share 23,455 0.00 41,806 D
2025-05-21 FELDSTEIN ERIC A Director A-Award A Restricted Stock Units 76,530 0.00 76,530 D
2025-05-21 Buss Jessica E Director / Officer M-Exempt A Common Stock, par value $0.01 per share 39,093 0.00 85,539 D
2025-05-12 Buss Jessica E Director / Officer P-Purchase A Common Stock, par value $0.01 per share 25 1.93 48.17 46,446 D
2025-05-06 Jehl Charles D Director / Officer F-InKind D Common Stock, par value $0.01 per share 9,131 1.36 12.4K 379,639 D
2025-05-01 Stark Matthew Officer A-Award A Restricted Stock Units 35,000 0.00 121,856 D
2025-05-01 Roe Matthew Officer A-Award A Restricted Stock Units 35,000 0.00 86,238 D
2025-05-01 Glasl Michelle Officer A-Award A Restricted Stock Units 36,000 0.00 36,000 D
2025-04-12 Jehl Charles D Director / Officer M-Exempt D Restricted Stock Units 4,655 0.00 580,815 D
2025-04-11 Snyder Jessica E Director / Officer A-Award A Stock Options 4,776,000 2.50 11.94M 4,776,000 D
2025-03-31 Glasl Michelle Officer 0 0.00 0
2025-03-22 Jehl Charles D Director / Officer M-Exempt A Common Stock, par value $0.01 per share 70,028 0.00 364,799 D
2025-03-15 Stark Matthew Officer F-InKind D Common Stock, par value $0.01 per share 2,764 4.31 11.9K 53,571 D
2025-03-15 Roe Matthew Officer M-Exempt D Restricted Stock Units 7,738 0.00 51,238 D
2025-03-15 Lackey Sarah Officer F-InKind D Common Stock, par value $0.01 per share 1,668 4.31 7.2K 85,535 D
2025-03-15 Jehl Charles D Director / Officer F-InKind D Common Stock, par value $0.01 per share 6,427 4.31 27.7K 294,771 D
2025-01-04 Stark Matthew Officer M-Exempt A Common Stock, par value $0.01 per share 3,974 0.00 45,980 D
2025-01-04 Roe Matthew Officer F-InKind D Common Stock, par value $0.01 per share 1,359 5.84 7.9K 139,328 D
2025-01-04 Lackey Sarah Officer M-Exempt A Common Stock, par value $0.01 per share 3,612 0.00 72,854 D
2024-10-19 Stark Matthew Officer F-InKind D Common Stock, par value $0.01 per share 4,456 5.71 25.4K 42,006 D
2024-10-19 Lackey Sarah Officer M-Exempt A Common Stock, par value $0.01 per share 9,151 0.00 71,470 D
2024-10-19 Jehl Charles D Director / Officer F-InKind D Common Stock, par value $0.01 per share 43,210 5.71 246.7K 263,542 D
2024-08-05 Roe Matthew Officer M-Exempt A Common Stock, par value $0.01 per share 499 0.00 136,223
2024-08-05 Lackey Sarah Officer M-Exempt D Restricted Stock Units 303 0.00 96,690
2024-08-05 Jehl Charles D Officer M-Exempt D Restricted Stock Units 1,128 0.00 806,587
2024-05-22 Snyder Jessica E Director A-Award A Restricted Stock Units 39,093 0.00 39,093
2024-05-22 RAO SHUBHI SURYAJI Director M-Exempt D Restricted Stock Units 10,162 0.00 0
2024-05-22 Flynn John Joseph Director M-Exempt A Common Stock, par value $0.01 per share 10,162 0.00 2,003,924
2024-05-22 FELDSTEIN ERIC A Director M-Exempt D Restricted Stock Units 10,162 0.00 0
2024-05-06 Jehl Charles D Officer M-Exempt D Restricted Stock Units 37,500 0.00 807,715
2024-05-05 Roe Matthew Officer M-Exempt A Common Stock, par value $0.01 per share 498 0.00 135,845
2024-05-05 Lackey Sarah Officer M-Exempt D Restricted Stock Units 302 0.00 96,993
2024-05-05 Jehl Charles D Officer M-Exempt D Restricted Stock Units 1,127 0.00 845,215
2024-04-12 Jehl Charles D Officer M-Exempt A Common Stock, par value $0.01 per share 4,655 0.00 172,545
2024-04-05 Stark Matthew Officer A-Award A Restricted Stock Units 30,952 0.00 128,403
2024-04-05 Shelor Shawna Kelley Officer A-Award A Restricted Stock Units 27,857 0.00 27,857
2024-04-05 Roe Matthew Officer A-Award A Restricted Stock Units 30,952 0.00 76,277
2024-04-05 Nguyen Thinh Officer A-Award A Restricted Stock Units 27,857 0.00 68,819
2024-04-05 Lackey Sarah Officer A-Award A Restricted Stock Units 27,414 0.00 97,295
2024-04-05 Jehl Charles D Officer A-Award A Restricted Stock Units 105,592 0.00 850,997
2024-04-05 Camarillo Cecilia Officer A-Award A Restricted Stock Units 26,530 0.00 89,922
2024-03-22 Jehl Charles D Officer A-Award A Restricted Stock Units 280,112 0.00 745,405
2024-03-21 Flynn John Joseph Director S-Sale D Common Stock, par value $0.01 per share 50,000 7.35 367.3K 1,993,762
2024-03-15 Stark Matthew Officer F-InKind D Common Stock, par value $0.01 per share 2,808 6.67 18.7K 28,160
2024-03-15 Roe Matthew Officer M-Exempt D Restricted Stock Units 11,718 0.00 45,325
2024-03-15 Nguyen Thinh Officer M-Exempt A Common Stock, par value $0.01 per share 11,718 0.00 13,103
2024-03-15 Lackey Sarah Officer M-Exempt A Common Stock, par value $0.01 per share 11,532 0.00 64,668
2024-03-15 Jezek Keith Director / Officer F-InKind D Common Stock, par value $0.01 per share 23,421 6.67 156.2K 412,427
2024-03-15 Jehl Charles D Officer F-InKind D Common Stock, par value $0.01 per share 3,622 6.67 24.2K 167,890
2024-03-15 Camarillo Cecilia Officer F-InKind D Common Stock, par value $0.01 per share 2,717 6.67 18.1K 19,572
2024-03-07 Jezek Keith Director / Officer M-Exempt D Restricted Stock Units 17,187 0.00 770,908
2024-02-28 Roe Matthew Officer F-InKind D Common Stock, par value $0.01 per share 791 7.33 5.8K 126,481
2024-02-28 Lackey Sarah Officer F-InKind D Common Stock, par value $0.01 per share 480 7.33 3.5K 53,136
2024-02-28 Jehl Charles D Officer F-InKind D Common Stock, par value $0.01 per share 1,791 7.33 13.1K 156,632
2024-02-28 Flynn John Joseph Director A-Award A Common Stock, par value $0.01 per share 14,096 0.00 2,043,762
2024-02-21 Flynn John Joseph Director S-Sale D Common Stock, par value $0.01 per share 50,000 7.96 398.0K 2,029,666
2024-02-07 Jezek Keith Director / Officer M-Exempt D Restricted Stock Units 17,188 0.00 788,095
2024-02-07 Flynn John Joseph Director S-Sale D Common Stock, par value $0.01 per share 50,000 7.25 362.7K 2,079,666
2024-02-05 Roe Matthew Officer M-Exempt A Common Stock, par value $0.01 per share 499 0.00 124,748
2024-02-05 Lackey Sarah Officer M-Exempt A Common Stock, par value $0.01 per share 302 0.00 52,086
2024-02-05 Jehl Charles D Officer F-InKind D Common Stock, par value $0.01 per share 334 6.78 2.3K 152,382
2024-01-22 Flynn John Joseph Director S-Sale D Common Stock, par value $0.01 per share 50,000 7.60 379.8K 2,129,666
2024-01-08 Flynn John Joseph Director S-Sale D Common Stock, par value $0.01 per share 50,000 7.83 391.3K 2,179,666
2024-01-07 Jezek Keith Director / Officer M-Exempt D Restricted Stock Units 17,187 0.00 805,283
2024-01-04 Stark Matthew Officer F-InKind D Common Stock, par value $0.01 per share 1,178 7.85 9.2K 19,436
2024-01-04 Roe Matthew Officer M-Exempt D Restricted Stock Units 4,585 0.00 57,542
2024-01-04 Lackey Sarah Officer M-Exempt A Common Stock, par value $0.01 per share 3,613 0.00 52,855
2024-01-04 Camarillo Cecilia Officer F-InKind D Common Stock, par value $0.01 per share 1,178 7.85 9.2K 11,129
2023-12-21 Flynn John Joseph Director S-Sale D Common Stock, par value $0.01 per share 50,000 8.31 415.3K 2,229,666
2023-12-07 Jezek Keith Director / Officer M-Exempt D Restricted Stock Units 17,188 0.00 822,470
2023-11-08 Nguyen Thinh Officer M-Exempt A Common Stock, par value $0.01 per share 1,934 0.00 1,934
2023-11-07 Jezek Keith Director / Officer M-Exempt D Restricted Stock Units 17,187 0.00 839,658
2023-11-05 Roe Matthew Officer M-Exempt A Common Stock, par value $0.01 per share 498 0.00 121,144
2023-11-05 Lackey Sarah Officer M-Exempt A Common Stock, par value $0.01 per share 302 0.00 49,315
2023-11-05 Jehl Charles D Officer F-InKind D Common Stock, par value $0.01 per share 618 6.35 3.9K 151,589
2023-10-19 Stark Matthew Officer F-InKind D Common Stock, par value $0.01 per share 4,456 6.44 28.7K 16,640
2023-10-19 Lackey Sarah Officer F-InKind D Common Stock, par value $0.01 per share 2,228 6.44 14.3K 49,013
2023-10-19 Jehl Charles D Officer M-Exempt A Common Stock, par value $0.01 per share 109,809 0.00 186,127
2023-10-19 Camarillo Cecilia Officer F-InKind D Common Stock, par value $0.01 per share 1,782 6.44 11.5K 8,333
2023-10-09 Shelor Shawna Kelley Officer 0 0.00 0
2023-10-09 Flynn John Joseph Director S-Sale D Common Stock, par value $0.01 per share 50,000 7.05 352.6K 2,279,666
2023-10-07 Jezek Keith Director / Officer F-InKind D Common Stock, par value $0.01 per share 81,159 7.06 573.0K 325,091 D
2023-09-21 Flynn John Joseph Director S-Sale D Common Stock, par value $0.01 per share 50,000 7.19 359.4K 2,329,666
2023-09-07 Flynn John Joseph Director S-Sale D Common Stock, par value $0.01 per share 50,000 8.07 403.7K 2,379,666
2023-08-21 Flynn John Joseph Director S-Sale D Common Stock, par value $0.01 per share 50,000 8.37 418.4K 2,429,666
2023-08-07 Flynn John Joseph Director S-Sale D Common Stock, par value $0.01 per share 50,000 10.30 515.2K 2,479,666
2023-08-05 Roe Matthew Officer M-Exempt A Common Stock, par value $0.01 per share 499 0.00 120,767
2023-08-05 Lackey Sarah Officer M-Exempt D Restricted Stock Units 302 0.00 94,780
2023-08-05 Jehl Charles D Officer M-Exempt D Restricted Stock Units 1,572 0.00 592,683
2023-07-27 Snyder Jessica E Director A-Award A Restricted Stock Units 20,088 0.00 30,250
2023-07-21 Flynn John Joseph Director S-Sale D Common Stock, par value $0.01 per share 50,000 11.21 560.4K 2,529,666
2023-07-14 Hegge Thomas K Director D Common Stock, par value $0.01 per share 0 0.00 318
2023-07-07 Flynn John Joseph Director S-Sale D Common Stock, par value $0.01 per share 50,000 10.03 501.4K 2,579,666
2023-06-21 Flynn John Joseph Director S-Sale D Common Stock, par value $0.01 per share 50,000 10.34 516.9K 2,629,666
2023-06-13 RAO SHUBHI SURYAJI Director S-Sale D Common Stock, par value $0.01 per share 4,150 10.83 44.9K 8,389
2023-05-24 Snyder Jessica E Director A-Award A Restricted Stock Units 10,162 0.00 10,162
2023-05-24 RAO SHUBHI SURYAJI Director M-Exempt D Restricted Stock Units 9,569 0.00 0
2023-05-24 Flynn John Joseph Director M-Exempt A Common Stock, par value $0.01 per share 13,495 0.00 2,679,666
2023-05-24 FELDSTEIN ERIC A Director M-Exempt D Restricted Stock Units 9,569 0.00 0
2023-05-06 Jehl Charles D Officer F-InKind D Common Stock, par value $0.01 per share 18,262 7.31 133.5K 75,128
2023-05-05 Roe Matthew Officer M-Exempt D Restricted Stock Units 498 0.00 63,124
2023-05-05 Lackey Sarah Officer F-InKind D Common Stock, par value $0.01 per share 89 7.31 650.59 41,862
2023-05-05 Jehl Charles D Officer M-Exempt D Restricted Stock Units 1,572 0.00 669,255
2023-04-12 Jehl Charles D Officer M-Exempt D Restricted Stock Units 4,655 0.00 670,827
2023-03-15 Stark Matthew Officer A-Award A Restricted Stock Units 46,130 0.00 131,258
2023-03-15 Roe Matthew Officer A-Award A Restricted Stock Units 46,875 0.00 63,622
2023-03-15 Nguyen Thinh Officer A-Award A Restricted Stock Units 46,875 0.00 54,614
2023-03-15 Lackey Sarah Officer A-Award A Restricted Stock Units 46,130 0.00 95,384
2023-03-15 Jezek Keith Director / Officer A-Award A Restricted Stock Units 238,095 0.00 1,063,095
2023-03-15 Jehl Charles D Officer A-Award A Restricted Stock Units 59,523 0.00 675,482
2023-03-15 Fillarini Simona Officer A-Award A Restricted Stock Units 48,846 0.00 103,157
2023-03-15 Camarillo Cecilia Officer A-Award A Restricted Stock Units 44,642 0.00 85,846
2023-02-05 Roe Matthew Officer M-Exempt A Common Stock, par value $0.01 per share 499 0.00 120,037
2023-02-05 Lackey Sarah Officer M-Exempt D Restricted Stock Units 302 0.00 49,254
2023-02-05 Jehl Charles D Officer M-Exempt D Restricted Stock Units 1,574 0.00 615,959
2023-01-04 Stark Matthew Officer F-InKind D Common Stock, par value $0.01 per share 1,178 7.08 8.3K 2,795
2023-01-04 Roe Matthew Officer M-Exempt D Restricted Stock Units 4,585 0.00 17,246
2023-01-04 Lackey Sarah Officer F-InKind D Common Stock, par value $0.01 per share 1,071 7.08 7.6K 41,437
2023-01-04 Camarillo Cecilia Officer M-Exempt A Common Stock, par value $0.01 per share 3,973 0.00 3,973
2022-12-30 Stark Matthew Officer D Restricted Stock Units 89,101 0.00
2022-12-30 Roe Matthew Officer D Restricted Stock Units 21,831 0.00
2022-12-30 Nguyen Thinh Officer D Restricted Stock Units 7,739 0.00
2022-12-30 Lackey Sarah Officer D Restricted Stock Units 53,168 0.00
2022-12-30 Fillarini Simona Officer D Restricted Stock Units 54,311 0.00
2022-12-30 Camarillo Cecilia Officer D Restricted Stock Units 45,177 0.00
2022-11-05 Jehl Charles D Officer M-Exempt D Restricted Stock Units 1,572 0.00 617,533
2022-10-27 Flynn John Joseph Director F-InKind D Common Stock, par value $0.01 per share 15,704 7.16 112.4K 2,666,171
2022-10-19 Jehl Charles D Officer A-Award A Restricted Stock Units 439,238 0.00 619,105
2022-10-07 Jezek Keith Officer A-Award A Restricted Stock Units 825,000 0.00 825,000
2022-10-07 Flynn John Joseph Officer A-Award A Restricted Stock Units 13,495 0.00 77,990
2022-09-09 Synder Jessica E. Director A-Award A Restricted Stock Units 9,569 0.00 9,569
2022-09-09 RAO SHUBHI SURYAJI Director A-Award A Restricted Stock Units 9,569 0.00 9,569
2022-09-09 FELDSTEIN ERIC A Director A-Award A Restricted Stock Units 9,569 0.00 9,569
2022-08-05 Jessup Ross M. Officer M-Exempt D Restricted Stock Units 1,878 0.00 46,068
2022-08-05 Jehl Charles D Officer F-InKind D Common Stock 382 10.91 4.2K 11,343
2022-08-05 Flynn John Joseph Officer M-Exempt D Restricted Stock Units 2,631 0.00 64,495
2022-05-31 Synder Jessica E. Director M-Exempt A Common Stock 1,198 0.00 2,970
2022-05-31 RAO SHUBHI SURYAJI Director M-Exempt A Common Stock 1,198 0.00 2,970
2022-05-31 FELDSTEIN ERIC A Director M-Exempt D Restricted Stock Units 1,198 0.00 0
2022-05-05 Jessup Ross M. Officer M-Exempt D Restricted Stock Units 1,879 0.00 47,946
2022-05-05 Jehl Charles D Officer M-Exempt A Common Stock 1,574 0.00 10,535
2022-05-05 Flynn John Joseph Director / Officer M-Exempt A Common Stock 2,630 0.00 2,616,029
2022-04-29 Jessup Ross M. Officer W-Will A Common Stock, par value $0.01 per share 1,000 0.00 3,541,860
2022-04-12 Jessup Ross M. Officer A-Award A Restricted Stock Units 31,036 0.00 49,825
2022-04-12 Jehl Charles D Officer A-Award A Restricted Stock Units 18,621 0.00 183,013
2022-04-12 Flynn John Joseph Officer A-Award A Restricted Stock Units 43,451 0.00 69,756
2022-02-05 Jessup Ross M. Director / Officer M-Exempt A Common Stock 1,879 0.00 3,538,574
2022-02-05 Jehl Charles D Officer F-InKind D Common Stock 465 18.06 8.4K 8,961
2022-02-05 Flynn John Joseph Director / Officer M-Exempt A Common Stock 2,630 0.00 2,614,178
2021-11-18 Flynn John Joseph Director / Officer S-Sale D Common Stock 82 29.79 2.4K 2,611,548
2021-11-12 Jehl Charles D Officer P-Purchase A Common Stock 3,400 29.30 99.6K 7,854
2021-11-09 Flynn John Joseph Director / Officer S-Sale D Common Stock 40 34.14 1.4K 2,641,548
2021-11-05 Synder Jessica E. Director M-Exempt D Restricted Stock Units 1,772 0.00 1,198
2021-11-05 RAO SHUBHI SURYAJI Director M-Exempt A Common Stock 1,772 0.00 1,772
2021-11-05 Jessup Ross M. Director / Officer M-Exempt D Restricted Stock Units 6,889 0.00 20,668
2021-11-05 Jehl Charles D Officer F-InKind D Common Stock 1,433 33.94 48.6K 4,454
2021-11-05 Flynn John Joseph Director / Officer M-Exempt D Restricted Stock Units 9,645 0.00 28,935
2021-11-05 FELDSTEIN ERIC A Director M-Exempt D Restricted Stock Units 1,772 0.00 1,198
2021-10-20 Flynn John Joseph Director / Officer S-Sale D Common Stock 30,000 35.31 1.06M 2,665,020
2021-10-11 Flynn John Joseph Director / Officer S-Sale D Common Stock 30,000 33.22 996.7K 2,695,020
2021-10-01 Jessup Ross M. Director / Officer S-Sale D Common Stock 9,600 35.22 338.1K 3,537,489
2021-09-20 Flynn John Joseph Director / Officer S-Sale D Common Stock 30,000 38.55 1.16M 2,725,020
2021-09-09 Yoon Gene Director / 10% Owner S-Sale D Common Stock 221,626 41.60 9.22M 7,564,566
2021-09-09 Greenberg Blair J. Director / 10% Owner S-Sale D Common Stock 221,626 41.60 9.22M 7,564,566
2021-09-09 Bregal Sagemount I, L.P. 10% Owner S-Sale D Common Stock 221,626 41.60 9.22M 7,564,566
2021-09-08 Yoon Gene Director / 10% Owner S-Sale D Common Stock 250,000 41.23 10.31M 7,786,192
2021-09-08 Greenberg Blair J. Director / 10% Owner S-Sale D Common Stock 250,000 41.23 10.31M 7,786,192
2021-09-08 Bregal Sagemount I, L.P. 10% Owner S-Sale D Common Stock 250,000 41.23 10.31M 7,786,192
2021-09-07 Yoon Gene Director / 10% Owner S-Sale D Common Stock 250,000 41.96 10.49M 8,036,192
2021-09-07 Greenberg Blair J. Director / 10% Owner S-Sale D Common Stock 250,000 41.96 10.49M 8,036,192
2021-09-07 Bregal Sagemount I, L.P. 10% Owner S-Sale D Common Stock 250,000 41.96 10.49M 8,036,192
2021-08-24 Yoon Gene Director / 10% Owner S-Sale D Common Stock 170,000 34.75 5.91M 8,268,192
2021-08-24 Greenberg Blair J. Director / 10% Owner S-Sale D Common Stock 170,000 34.75 5.91M 8,268,192
2021-08-24 Bregal Sagemount I, L.P. 10% Owner S-Sale D Common Stock 170,000 34.75 5.91M 8,268,192
2021-08-20 Yoon Gene Director / 10% Owner S-Sale D Common Stock 65,220 33.33 2.17M 8,438,192 I
2021-08-20 Greenberg Blair J. Director / 10% Owner S-Sale D Common Stock 264,780 31.50 8.34M 8,503,412 I
2021-08-20 Bregal Sagemount I, L.P. 10% Owner S-Sale D Common Stock 264,780 31.50 8.34M 8,503,412 D
2021-08-19 Yoon Gene Director / 10% Owner S-Sale D Common Stock 500,000 31.40 15.70M 8,786,192
2021-08-19 Greenberg Blair J. Director / 10% Owner S-Sale D Common Stock 500,000 31.40 15.70M 8,786,192
2021-08-19 Bregal Sagemount I, L.P. 10% Owner S-Sale D Common Stock 500,000 31.40 15.70M 8,786,192

Executive team

Top executives
EBIT / Employee
29.2K
Shares Outstanding
118.22M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Jessica Buss Chief Executive Officer 661.8K 400.0K 9.12M 892.8K 93.8K 11.17M 81.66%
2 2025 Charles D. Jehl Former Chief Executive Officer and Former Chief Financial Officer 286.7K 1.09M 1.37M 0.00%
3 2025 Michelle Glasl Chief Operating Officer 314.1K 100.0K 131.8K 178.2K 446.4K 65.5K 1.24M 25.08%
4 2025 Massimo Monaco Chief Financial Officer 153.6K 300.0K 600.0K 165.9K 2.1K 1.22M 49.12%
5 2025 Matthew Sather Chief Underwriting Officer 347.8K 133.6K 173.2K 183.8K 10.5K 848.9K 36.14%
6 2025 Ben Massey General Counsel and Corporate Secretary 306.6K 112.3K 161.9K 9.2K 590.0K 19.03%
7 2024 Charles D. Jehl Former Chief Executive Officer and Former Chief Financial Officer 556.1K 500.0K 3.78M 224.5K 10.4K 5.07M 74.55%
8 2023 Charles D. Jehl Former Chief Executive Officer and Former Chief Financial Officer 510.9K 1.23M 255.6K 9.9K 2.01M 61.36%
9 2020 John J. Flynn, Chief Executive Officer 417.7K 2.33M 1.09M 532.2K 34.3K 4.40M 24.74%
10 2020 Ross M. Jessup, President and Chief Operating Officer 417.7K 2.29M 777.1K 569.7K 27.3K 4.08M 19.05%
11 2020 Charles D. Jehl 136.4K 125.0K 616.2K 427.2K 142.1K 1.45M 42.59%
12 2019 John J. Flynn, Chief Executive Officer 400.0K 141.7K 220.0K 25.2K 786.9K 0.00%
13 2019 Ross M. Jessup, President and Chief Operating Officer 400.0K 141.7K 220.0K 25.2K 786.9K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-20 DEFA14A
2026-04-20 DEF 14A
2026-04-09 PRE 14A
2025-04-10 DEFA14A
2025-04-10 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-01 SC 13G/A
2026-04-20 DEFA14A
2026-04-20 DEF 14A
2026-04-20 ARS
2026-04-09 PRE 14A
2026-03-17 4
2026-03-17 4
2026-03-17 4
2026-03-12 8-K

Executive team

NameTitleCompensationGender
Jessica Elizabeth Buss Chairman & Chief Executive Officer 2M female
Michelle Lynn Glasl Chief Operating Officer 926.1K female
Massimo Monaco Chief Financial Officer 621.5K male
Matthew Sather Chief Underwriting Officer 542.1K male
Ben Massey General Counsel & Corporate Secretary 477.8K male
Richard F. Watkins Founder male
Kevin Filan Senior Vice President of Marketing male
Anthony Capizzano Chief Growth Officer male
ESG Rating
B
FINANCIAL - CREDIT SERVICES
2026
E (Environmental)
56.9 / 60.0
Company / Sector avg.
S (Social)
95.5 / 63.1
Company / Sector avg.
G (Governance)
71.1 / 59.1
Company / Sector avg.
ESG Total
74.5 / 60.7
Company / Sector avg.
ESG Score History FINANCIAL - CREDIT SERVICES
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
2021-04-05 2021-05-07 Josh Gottheimer NJ05 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