Stride, Inc. (LRN)
Reston, VA, US
Stride, Inc. is an ed-tech company that specializes in providing a variety of online learning tools and services. The firm delivers personalized educational experiences to students, primarily from kindergarten through twelfth grade (K-12), across the United States and internationally, leveraging both its proprietary content and third-party resources, including curriculum, software platforms, and support services. The company's digital solutions empower its clients to efficiently attract, enroll, instruct, monitor the academic progress of, and provide comprehensive assistance to their student populations. For the K-12 segment, Stride offers all-encompassing integrated packages—including systems, services, and expert guidance—to facilitate the operation of virtual or blended public schools. It also provides individual online courses, supplementary educational materials, and general education resources covering core subjects like mathematics, English language arts, science, and history for K-12 students. Beyond K-12, Stride expands into career-focused education, helping individuals develop essential skills for industries such as information technology, healthcare, and business. This includes specialized post-secondary career development programs for adult learners, offered under brands like Galvanize, Tech Elevator, and MedCerts, which provide skills training in fields like software engineering, healthcare, and various medical professions. Additionally, Stride offers staffing and talent development services to businesses. Stride, Inc. caters to a broad spectrum of clients, including public and private schools, school districts, charter boards, individual consumers, corporations, and government entities. Originally established in 2000 as K12 Inc., the company changed its name to Stride, Inc. in December 2020 and maintains its headquarters in Reston, Virginia.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.45% | +4.88% | -4.92% | +9.48% | +45.41% | +42.28% | -38.98% | +130.37% | +235.07% | +678.26% | +276.29% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 4 |
128.00
+55.4%
|
| All Time | 13 |
96.08
+16.7%
|
-
Revenue growth Education & Training Services: +8.8%+17.9% ★ Q1'26: +2.7% (vs Q1'25)
-
EPS growth Education & Training Services: +23.7%+26.9% ★ Q1'26: -4.5% (vs Q1'25)
-
FCF margin FCF growth · Education & Training Services: +33.4%+11.1% ★ Q1'26: +32.1% (vs Q1'25)
-
EBIT margin Education & Training Services: +14.0%+16.4% ★ Q1'26: +19.6% (vs Q1'25)
-
ROIC Education & Training Services: +8.8%+28.5% ★ Q1'26: +26.4% (vs Q1'25)
-
Share dilution Education & Training Services: +0.0%+11.2% Q1'26: -3.2% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Education & Training Services: -0.27×1.08× ★ Q1'26: 0.88× (vs Q1'25)
* 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.
| Metric |
Jun 2014 actual |
Jun 2015 actual |
Jun 2016 actual |
Jun 2017 actual |
Jun 2018 actual |
Jun 2019 actual |
Jun 2020 actual |
Jun 2021 actual |
Jun 2022 actual |
Jun 2023 actual |
Jun 2024 actual |
Jun 2025 actual |
Jun 2026 3 Rev. Ana. 3 EPS Ana. |
Jun 2027 3 Rev. Ana. 3 EPS Ana. |
Jun 2028 1 Rev. Ana. 1 EPS Ana. |
Jun 2029 1 Rev. Ana. 1 EPS Ana. |
Jun 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
919.55M
est: 696.93M (+31.9%)
|
948.29M
est: 944.11M (+0.4%)
|
872.70M
est: 861.53M (+1.3%)
|
888.52M
est: 890.91M (-0.3%)
|
917.73M
est: 907.60M (+1.1%)
|
1.02B
est: 1.01B (+0.8%)
|
1.04B
est: 1.03B (+0.7%)
|
1.54B
est: 1.53B (+0.6%)
|
1.69B
est: 1.67B (+0.9%)
|
1.84B
est: 1.82B (+1.1%)
|
2.04B
est: 2.03B (+0.4%)
|
2.41B
est: 2.38B (+1.1%)
|
2.51B
2.50B – 2.53B
+5.5% YoY
|
2.65B
2.62B – 2.71B
+5.5% YoY
|
2.75B
2.74B – 2.77B
+4.0% YoY
|
2.99B
2.98B – 3.02B
+8.8% YoY
|
3.13B
3.11B – 3.15B
+4.5% YoY
|
| EBITDA |
115.53M
est: 79.79M (+44.8%)
|
98.71M
est: 115.39M (-14.5%)
|
82.14M
est: 70.80M (+16.0%)
|
87.41M
est: 82.35M (+6.1%)
|
100.81M
est: 57.81M (+74.4%)
|
116.89M
est: 118.51M (-1.4%)
|
104.55M
est: 119.65M (-12.6%)
|
203.36M
est: 196.24M (+3.6%)
|
253.27M
est: 149.44M (+69.5%)
|
291.31M
est: 217.35M (+34.0%)
|
386.18M
est: 342.17M (+12.9%)
|
508.39M
est: 400.36M (+27.0%)
|
422.24M
420.56M – 425.60M
+5.5% YoY
|
445.27M
440.22M – 457.03M
+5.5% YoY
|
463.20M
460.96M – 466.88M
+4.0% YoY
|
503.82M
501.38M – 507.82M
+8.8% YoY
|
526.41M
523.86M – 530.60M
+4.5% YoY
|
| EBIT |
29.26M
est: -2.38M (+1,330.3%)
|
18.43M
est: 41.35M (-55.4%)
|
13.91M
est: 7.17M (+94.1%)
|
13.13M
est: 11.78M (+11.5%)
|
25.55M
est: -1.59M (+1,710.3%)
|
45.49M
est: 42.66M (+6.6%)
|
32.46M
est: 40.14M (-19.1%)
|
113.29M
est: 86.93M (+30.3%)
|
155.35M
est: 74.58M (+108.3%)
|
180.95M
est: 126.46M (+43.1%)
|
276.50M
est: 229.09M (+20.7%)
|
393.72M
est: 268.05M (+46.9%)
|
282.70M
281.57M – 284.94M
+5.5% YoY
|
298.11M
294.74M – 305.99M
+5.5% YoY
|
310.12M
308.62M – 312.58M
+4.0% YoY
|
337.32M
335.68M – 340.00M
+8.8% YoY
|
352.44M
350.73M – 355.24M
+4.5% YoY
|
| Net Income |
19.60M
est: 1.93M (+913.5%)
|
10.99M
est: 30.05M (-63.4%)
|
9.04M
est: 2.83M (+218.9%)
|
451.0K
est: 8.01M (-94.4%)
|
27.62M
est: 501.9K (+5,402.6%)
|
37.21M
est: 33.26M (+11.9%)
|
24.51M
est: 34.47M (-28.9%)
|
71.45M
est: 69.00M (+3.6%)
|
107.13M
est: 47.43M (+125.9%)
|
126.87M
est: 154.42M (-17.8%)
|
204.18M
est: 219.69M (-7.1%)
|
287.94M
est: 334.47M (-13.9%)
|
342.03M
338.50M – 345.56M
+2.3% YoY
|
360.44M
355.20M – 365.68M
+5.4% YoY
|
392.46M
389.20M – 395.71M
+8.9% YoY
|
437.18M
434.42M – 441.69M
+11.4% YoY
|
467.68M
464.73M – 472.51M
+7.0% YoY
|
| SGA |
313.26M
est: 282.87M (+10.7%)
|
307.73M
est: 295.74M (+4.1%)
|
302.21M
est: 248.28M (+21.7%)
|
305.62M
est: 303.06M (+0.8%)
|
299.69M
est: 257.91M (+16.2%)
|
306.83M
est: 315.00M (-2.6%)
|
315.08M
est: 315.45M (-0.1%)
|
424.44M
est: 590.88M (-28.2%)
|
439.85M
est: 365.36M (+20.4%)
|
481.57M
est: 430.93M (+11.8%)
|
514.00M
est: 515.89M (-0.4%)
|
524.35M
est: 603.62M (-13.1%)
|
636.61M
634.08M – 641.67M
+5.5% YoY
|
671.32M
663.72M – 689.06M
+5.5% YoY
|
698.37M
694.98M – 703.91M
+4.0% YoY
|
759.61M
755.93M – 765.64M
+8.8% YoY
|
793.67M
789.82M – 799.97M
+4.5% YoY
|
| EPS |
0.50
est: 0.36 (+40.8%)
|
0.29
est: 0.70 (-58.8%)
|
0.24
est: 0.39 (-37.9%)
|
0.01
est: 0.41 (-97.6%)
|
0.70
est: 0.58 (+21.4%)
|
0.96
est: 0.84 (+14.3%)
|
0.62
est: 0.52 (+19.2%)
|
1.78
est: 1.61 (+10.4%)
|
2.58
est: 2.53 (+2.0%)
|
3.00
est: 2.83 (+5.9%)
|
4.79
est: 4.53 (+5.8%)
|
6.69
est: 6.89 (-2.9%)
|
7.04
6.99 – 7.14
+2.3% YoY
|
7.44
7.34 – 7.55
+5.6% YoY
|
8.09
8.04 – 8.17
+8.8% YoY
|
9.03
8.97 – 9.12
+11.6% YoY
|
9.66
9.60 – 9.76
+7.0% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-16 | Barrington Research | Outperform | Outperform | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-27 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-26 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-22 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-21 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-20 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-19 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-18 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-15 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-14 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-13 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-12 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-11 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-08 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-07 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-06 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-05 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-04 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-01 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-30 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-29 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-28 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-27 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-24 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-23 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-22 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-21 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-20 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-17 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-16 | A+ | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 7.22M | 16.90% | 6.96M | — | 7.22M | — | HC | Delaware | 2022-08-09 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 4.29M | 10.02% | — | 42.0K | 4.21M | 76.7K | IA | Pennsylvania | 2022-05-10 | ↗ |
| 3 | 9.6%** | 3.69M | 9.60% | — | 3.69M | — | 3.69M | HC, IN | Massachusetts | 2015-02-17 | ↗ |
| 4 | (. | 3.43M | 8.55% | 3.30M | — | 3.43M | — | IA | Delaware | 2019-02-08 | ↗ |
| 5 | 30-0447847 | 2.82M | 6.60% | 2.77M | — | 2.82M | — | IA | Delaware Limited Partnership | 2022-02-08 | ↗ |
| 6 | 1,922,525** | 1.92M | 5.00% | — | 1.92M | — | 1.92M | HC, CO | Massachusetts | 2015-02-17 | ↗ |
| 7 | of 14 | 1.55M | 3.80% | — | 1.55M | — | 1.55M | IA, PN | Delaware | 2017-02-10 | ↗ |
| 8 | 1,477,468** | 1.48M | 3.90% | — | 1.48M | — | 1.48M | HC, OO | Massachusetts | 2015-02-17 | ↗ |
| 9 | 10 | 288.1K | 0.80% | — | 288.1K | — | 288.1K | IA, PN | Massachusetts | 2015-02-17 | ↗ |
| 10 | 1.82% | 698.00 | 1.82% | 698.00 | — | 698.00 | — | IA | Sydney, New South Wales Australia | 2014-11-10 | ↗ |
| 11 | 10. | 698.00 | 1.82% | — | — | — | — | HC | Sydney, New South Wales Australia | 2014-11-10 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 6.54M -72.3K (-1.1%) | 424.76M -560.3M (-56.9%) | 15.13% -0.232 pp | 0.01% -0.010 pp | USD86.00 -24.5% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 4.88M +340.8K (+7.5%) | 317.09M -359.5M (-53.1%) | 11.30% +0.744 pp | 0.00% -0.006 pp | USD31.27 +107.6% | 21 qtrs — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.66M +408.6K (+32.7%) | 107.77M -78.6M (-42.2%) | 3.84% +0.933 pp | 0.02% -0.017 pp | USD33.59 +93.3% | 21 qtrs — |
| 4 | STATE STREET CORP | 1.65M +46.0K (+2.9%) | 107.03M -131.6M (-55.2%) | 3.81% +0.091 pp | 0.00% -0.005 pp | USD39.44 +64.6% | 21 qtrs — |
| 5 | MORGAN STANLEY | 1.63M +808.1K (+98.1%) | 105.94M -16.7M (-13.6%) | 3.77% +1.862 pp | 0.01% -0.001 pp | USD47.72 +36.1% | 21 qtrs — |
| 6 | JANUS HENDERSON GROUP PLC | 1.41M +21.9K (+1.6%) | 91.85M -115.6M (-55.7%) | 3.27% +0.037 pp | 0.04% -0.054 pp | USD44.36 +46.4% | 21 qtrs — |
| 7 | NORGES BANK | 1.12M +1.1M (+100.0%) | 72.87M +72.9M (+100.0%) | 2.60% +2.597 pp | 0.01% +0.008 pp | USD64.93 +0.0% | 1 qtrs NEW |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.05M +8.9K (+0.9%) | 68.36M -87.1M (-56.0%) | 2.44% +0.010 pp | 0.00% -0.006 pp | USD40.06 +62.1% | 21 qtrs — |
| 9 | INVESCO LTD. | 978.6K -826.9K (-45.8%) | 63.54M -205.4M (-76.4%) | 2.26% -1.931 pp | 0.01% -0.033 pp | USD65.12 -0.3% | 21 qtrs — |
| 10 | SWEDBANK AB | 972.9K +— (+0.0%) | 63.17M -81.7M (-56.4%) | 2.25% -0.010 pp | 0.06% -0.086 pp | USD59.96 +8.3% | 14 qtrs — |
| 11 | TWO SIGMA INVESTMENTS, LP | 848.8K +776.6K (+1,076.1%) | 55.11M +44.4M (+412.7%) | 1.96% +1.796 pp | 0.08% +0.062 pp | USD69.47 -6.5% | 12 qtrs — |
| 12 | MILLENNIUM MANAGEMENT LLC | 784.5K +635.2K (+425.5%) | 50.94M +28.7M (+129.1%) | 1.82% +1.468 pp | 0.02% +0.012 pp | USD76.63 -15.3% | 21 qtrs — |
| 13 | PRINCIPAL FINANCIAL GROUP INC | 734.3K +17.8K (+2.5%) | 47.68M -59.0M (-55.3%) | 1.70% +0.034 pp | 0.02% -0.030 pp | USD87.69 -26.0% | 17 qtrs — |
| 14 | DEUTSCHE BANK AG\ | 695.9K +118.8K (+20.6%) | 45.18M -40.8M (-47.4%) | 1.61% +0.269 pp | 0.01% -0.014 pp | USD42.60 +52.4% | 21 qtrs — |
| 15 | BARCLAYS PLC | 688.2K +225.6K (+48.8%) | 44.69M +5.2M (+13.2%) | 1.59% +0.517 pp | 0.01% +0.001 pp | USD79.95 -18.8% | 16 qtrs — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 633.6K +18.8K (+3.1%) | 41.14M -50.4M (-55.1%) | 1.47% +0.038 pp | 0.01% -0.008 pp | USD53.84 +20.6% | 21 qtrs — |
| 17 | BANK OF AMERICA CORP /DE/ | 596.1K +297.0K (+99.3%) | 38.70M -5.8M (-13.1%) | 1.38% +0.684 pp | 0.00% 0.000 pp | USD51.74 +25.5% | 21 qtrs — |
| 18 | UBS GROUP AG | 590.0K +24.2K (+4.3%) | 38.31M -46.0M (-54.5%) | 1.37% +0.051 pp | 0.01% -0.007 pp | USD123.24 -47.3% | 21 qtrs — |
| 19 | PRICE T ROWE ASSOCIATES INC /MD/ | 578.9K -387.7K (-40.1%) | 37.59M -106.4M (-73.9%) | 1.34% -0.906 pp | 0.00% -0.011 pp | USD98.55 -34.1% | 21 qtrs — |
| 20 | VICTORY CAPITAL MANAGEMENT INC | 562.3K +490.4K (+682.1%) | 36.51M +25.8M (+241.0%) | 1.30% +1.134 pp | 0.02% +0.014 pp | USD66.43 -2.3% | 21 qtrs — |
| 21 | SG AMERICAS SECURITIES, LLC | 556.5K +555.5K (+59,862.5%) | 36.13M +36.0M (+26,081.2%) | 1.29% +1.285 pp | 0.05% +0.046 pp | USD65.02 -0.1% | 20 qtrs — |
| 22 | OPHIR ASSET MANAGEMENT PTY LTD | 537.9K +334.9K (+165.0%) | 34.93M +4.7M (+15.5%) | 1.24% +0.773 pp | 3.92% +0.183 pp | USD81.96 -20.8% | 20 qtrs — |
| 23 | NEARWATER CAPITAL MARKETS, LTD | 488.0K +488.0K (+100.0%) | 31.69M +31.7M (+100.0%) | 1.13% +1.129 pp | 0.54% +0.542 pp | USD64.93 +0.0% | 1 qtrs NEW |
| 24 | AMERICAN CENTURY COMPANIES INC | 458.5K -869.9K (-65.5%) | 29.77M -168.1M (-85.0%) | 1.06% -2.026 pp | 0.02% -0.086 pp | USD83.59 -22.3% | 15 qtrs — |
| 25 | BNP PARIBAS ARBITRAGE, SNC | 454.9K +348.3K (+326.8%) | 29.54M +13.7M (+86.1%) | 1.05% +0.805 pp | 0.01% +0.005 pp | USD77.87 -16.6% | 5 qtrs — |
| 26 | JANE STREET GROUP, LLC | 448.2K +400.6K (+840.1%) | 29.10M +22.0M (+309.8%) | 1.04% +0.926 pp | 0.00% +0.003 pp | USD70.93 -8.5% | 21 qtrs — |
| 27 | RICE HALL JAMES & ASSOCIATES, LLC | 427.8K +122.4K (+40.1%) | 27.78M -17.7M (-38.9%) | 0.99% +0.280 pp | 1.53% -0.951 pp | USD35.58 +82.5% | 21 qtrs — |
| 28 | NORTHERN TRUST CORP | 423.6K -35.7K (-7.8%) | 27.51M -40.9M (-59.8%) | 0.98% -0.087 pp | 0.00% -0.005 pp | USD34.50 +88.2% | 21 qtrs — |
| 29 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 403.6K +666.0 (+0.2%) | 26.20M -33.8M (-56.3%) | 0.93% -0.002 pp | 0.05% -0.070 pp | USD49.55 +31.0% | 21 qtrs — |
| 30 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 369.9K +137.8K (+59.3%) | 24.02M -10.6M (-30.5%) | 0.86% +0.317 pp | 0.13% -0.059 pp | USD82.49 -21.3% | 7 qtrs — |
| 31 | TWO SIGMA ADVISERS, LP | 369.7K +369.7K (+100.0%) | 24.00M +24.0M (+100.0%) | 0.86% +0.855 pp | 0.05% +0.047 pp | USD64.93 +0.0% | 4 qtrs — |
| 32 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 367.1K +367.1K (+100.0%) | 23.84M +23.8M (+100.0%) | 0.85% +0.849 pp | 0.04% +0.040 pp | USD64.93 +0.0% | 1 qtrs NEW |
| 33 | KHROM CAPITAL MANAGEMENT LLC | 358.2K +358.2K (+100.0%) | 23.26M +23.3M (+100.0%) | 0.83% +0.829 pp | 2.42% +2.418 pp | USD64.93 +0.0% | 1 qtrs NEW |
| 34 | FMR LLC | 332.2K -302.5K (-47.7%) | 21.57M -73.0M (-77.2%) | 0.77% -0.706 pp | 0.00% -0.004 pp | USD147.11 -55.9% | 21 qtrs — |
| 35 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 329.4K +10.8K (+3.4%) | 21.39M -26.1M (-54.9%) | 0.76% +0.022 pp | 0.50% -0.650 pp | USD25.78 +151.9% | 21 qtrs — |
| 36 | POINT72 ASSET MANAGEMENT, L.P. | 314.2K +124.2K (+65.4%) | 20.40M -7.9M (-27.9%) | 0.73% +0.286 pp | 0.02% -0.025 pp | USD113.77 -42.9% | 12 qtrs — |
| 37 | GOLDMAN SACHS GROUP INC | 309.6K -72.8K (-19.0%) | 20.11M -36.9M (-64.7%) | 0.72% -0.172 pp | 0.00% -0.005 pp | USD52.30 +24.1% | 21 qtrs — |
| 38 | FIERA CAPITAL CORP | 294.1K +68.2K (+30.2%) | 19.10M -14.6M (-43.3%) | 0.68% +0.156 pp | 0.06% -0.048 pp | USD112.23 -42.1% | 4 qtrs — |
| 39 | BANK OF NEW YORK MELLON CORP | 284.1K +3.9K (+1.4%) | 18.45M -23.3M (-55.8%) | 0.66% +0.006 pp | 0.00% -0.005 pp | USD33.22 +95.5% | 21 qtrs — |
| 40 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 262.8K +190.3K (+262.5%) | 17.07M +6.3M (+58.0%) | 0.61% +0.440 pp | 0.06% +0.024 pp | USD88.10 -26.3% | 2 qtrs — |
| 41 | BREACH INLET CAPITAL MANAGEMENT, LLC | 247.3K +21.0K (+9.3%) | 16.06M -17.6M (-52.4%) | 0.57% +0.046 pp | 7.56% -9.079 pp | USD141.80 -54.2% | 8 qtrs — |
| 42 | GW&K INVESTMENT MANAGEMENT, LLC | 232.1K +116.1K (+100.1%) | 15.07M -2.2M (-12.8%) | 0.54% +0.268 pp | 0.13% -0.023 pp | USD106.92 -39.3% | 2 qtrs — |
| 43 | CITADEL ADVISORS LLC | 228.8K +80.1K (+53.8%) | 14.86M -7.3M (-32.9%) | 0.53% +0.184 pp | 0.00% -0.001 pp | USD107.58 -39.6% | 21 qtrs — |
| 44 | TOROSO INVESTMENTS, LLC | 224.5K +32.4K (+16.8%) | 14.58M -14.0M (-49.1%) | 0.52% +0.073 pp | 0.03% -0.023 pp | USD97.88 -33.7% | 7 qtrs — |
| 45 | NUVEEN, LLC | 224.5K -93.0K (-29.3%) | 14.58M -32.7M (-69.2%) | 0.52% -0.218 pp | 0.00% -0.009 pp | USD127.23 -49.0% | 4 qtrs — |
| 46 | M&G PLC | 215.5K +215.5K (+100.0%) | 14.01M +14.0M (+100.0%) | 0.50% +0.499 pp | 0.07% +0.072 pp | USD64.93 +0.0% | 1 qtrs NEW |
| 47 | MAN GROUP PLC | 210.7K +136.1K (+182.3%) | 13.68M +2.6M (+23.1%) | 0.49% +0.314 pp | 0.02% +0.004 pp | USD88.32 -26.5% | 5 qtrs — |
| 48 | WELLINGTON MANAGEMENT GROUP LLP | 207.8K -304.0K (-59.4%) | 13.49M -62.7M (-82.3%) | 0.48% -0.708 pp | 0.00% -0.011 pp | USD105.12 -38.2% | 12 qtrs — |
| 49 | TUDOR INVESTMENT CORP ET AL | 205.0K +111.6K (+119.5%) | 13.31M -597.6K (-4.3%) | 0.47% +0.257 pp | 0.02% +0.001 pp | USD99.75 -34.9% | 4 qtrs — |
| 50 | CAT ROCK CAPITAL MANAGEMENT LP | 195.7K -8.0K (-3.9%) | 12.70M -17.6M (-58.1%) | 0.45% -0.020 pp | 1.82% -1.921 pp | USD112.28 -42.2% | 5 qtrs — |
| 51 | PACER ADVISORS, INC. | 188.7K +187.2K (+12,051.4%) | 12.25M +12.0M (+5,197.4%) | 0.44% +0.433 pp | 0.03% +0.031 pp | USD65.59 -1.0% | 3 qtrs — |
| 52 | QUBE RESEARCH & TECHNOLOGIES LTD | 185.3K +185.3K (+100.0%) | 12.03M +12.0M (+100.0%) | 0.43% +0.429 pp | 0.01% +0.012 pp | USD64.93 +0.0% | 12 qtrs — |
| 53 | ENGINEERS GATE MANAGER LP | 179.2K +140.9K (+367.2%) | 11.64M +5.9M (+103.7%) | 0.41% +0.326 pp | 0.14% +0.073 pp | USD78.83 -17.6% | 16 qtrs — |
| 54 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 178.3K -7.3K (-3.9%) | 11.58M -16.1M (-58.1%) | 0.41% -0.019 pp | 0.04% -0.063 pp | USD91.46 -29.0% | 14 qtrs — |
| 55 | KENNEDY CAPITAL MANAGEMENT LLC | 177.2K +97.6K (+122.6%) | 11.51M -352.9K (-3.0%) | 0.41% +0.225 pp | 0.24% -0.019 pp | USD85.08 -23.7% | 7 qtrs — |
| 56 | FRONTIER CAPITAL MANAGEMENT CO LLC | 160.7K +66.0K (+69.7%) | 10.43M -3.7M (-26.0%) | 0.37% +0.152 pp | 0.11% -0.016 pp | USD96.59 -32.8% | 6 qtrs — |
| 57 | CERITY PARTNERS LLC | 160.6K +158.9K (+9,295.4%) | 10.43M +10.2M (+3,995.9%) | 0.37% +0.368 pp | 0.02% +0.015 pp | USD64.92 +0.0% | 8 qtrs — |
| 58 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 147.9K -19.0K (-11.4%) | 9.60M -15.3M (-61.4%) | 0.34% -0.046 pp | 0.00% -0.002 pp | USD90.02 -27.9% | 21 qtrs — |
| 59 | VOSS CAPITAL, LLC | 138.3K +138.3K (+100.0%) | 8.98M +9.0M (+100.0%) | 0.32% +0.320 pp | 0.43% +0.431 pp | USD64.93 +0.0% | 1 qtrs NEW |
| 60 | PRAETORIAN PR LLC | 130.0K +130.0K (+100.0%) | 8.44M +8.4M (+100.0%) | 0.30% +0.301 pp | 4.09% +4.090 pp | USD64.93 +0.0% | 1 qtrs NEW |
| 61 | BRIDGEWATER ASSOCIATES, LP | 129.0K +89.5K (+226.2%) | 8.38M +2.5M (+42.2%) | 0.30% +0.207 pp | 0.03% +0.008 pp | USD78.97 -17.8% | 19 qtrs — |
| 62 | RHUMBLINE ADVISERS | 119.2K -993.0 (-0.8%) | 7.74M -10.2M (-56.8%) | 0.28% -0.004 pp | 0.01% -0.008 pp | USD37.73 +72.1% | 21 qtrs — |
| 63 | NEW YORK STATE COMMON RETIREMENT FUND | 113.1K -10.5K (-8.5%) | 7.34M -11.1M (-60.1%) | 0.26% -0.025 pp | 0.01% -0.014 pp | USD50.69 +28.1% | 21 qtrs — |
| 64 | LEGAL & GENERAL GROUP PLC | 112.1K -20.7K (-15.6%) | 7.28M -12.5M (-63.2%) | 0.26% -0.049 pp | 0.00% -0.003 pp | USD57.30 +13.3% | 21 qtrs — |
| 65 | MONTANARO ASSET MANAGEMENT LTD | 108.0K -24.2K (-18.3%) | 7.01M -12.7M (-64.4%) | 0.25% -0.057 pp | 1.95% -2.963 pp | USD83.39 -22.1% | 7 qtrs — |
| 66 | NORDEA INVESTMENT MANAGEMENT AB | 105.0K -15.8K (-13.1%) | 6.85M -11.1M (-61.9%) | 0.24% -0.038 pp | 0.01% -0.010 pp | USD60.00 +8.2% | 10 qtrs — |
| 67 | ALGERT GLOBAL LLC | 104.6K -24.7K (-19.1%) | 6.79M -12.5M (-64.7%) | 0.24% -0.058 pp | 0.11% -0.216 pp | USD117.02 -44.5% | 9 qtrs — |
| 68 | KIRR MARBACH & CO LLC /IN/ | 101.9K -679.0 (-0.7%) | 6.62M -8.7M (-56.7%) | 0.24% -0.003 pp | 1.27% -1.494 pp | USD36.35 +78.6% | 19 qtrs — |
| 69 | PALISADE CAPITAL MANAGEMENT, LP | 101.7K -41.1K (-28.8%) | 6.60M -14.7M (-69.0%) | 0.24% -0.097 pp | 0.20% -0.382 pp | USD27.15 +139.2% | 21 qtrs — |
| 70 | UBS ASSET MANAGEMENT AMERICAS INC | 98.9K +1.6K (+1.6%) | 6.42M -8.1M (-55.7%) | 0.23% +0.003 pp | 0.00% -0.002 pp | USD90.15 -28.0% | 21 qtrs — |
| 71 | DEKABANK DEUTSCHE GIROZENTRALE | 86.2K +— (+0.0%) | 6.42M -6.4M (-50.1%) | 0.20% -0.001 pp | 0.01% -0.011 pp | USD63.00 +3.1% | 8 qtrs — |
| 72 | WELLS FARGO & COMPANY/MN | 92.0K -44.7K (-32.7%) | 5.97M -14.4M (-70.7%) | 0.21% -0.105 pp | 0.00% -0.003 pp | USD108.45 -40.1% | 21 qtrs — |
| 73 | SQUAREPOINT OPS LLC | 91.8K -739.0K (-88.9%) | 5.96M -117.8M (-95.2%) | 0.21% -1.718 pp | 0.01% -0.118 pp | USD131.25 -50.5% | 10 qtrs — |
| 74 | AQUATIC CAPITAL MANAGEMENT LLC | 91.6K +64.7K (+239.6%) | 5.95M +1.9M (+48.1%) | 0.21% +0.149 pp | 0.17% +0.094 pp | USD83.34 -22.1% | 7 qtrs — |
| 75 | ENVESTNET ASSET MANAGEMENT INC | 91.3K -83.9K (-47.9%) | 5.93M -20.2M (-77.3%) | 0.21% -0.196 pp | 0.00% -0.006 pp | USD72.42 -10.3% | 15 qtrs — |
| 76 | JPMORGAN CHASE & CO | 90.9K -287.0K (-75.9%) | 5.90M -50.4M (-89.5%) | 0.21% -0.668 pp | 0.00% -0.003 pp | USD94.86 -31.6% | 21 qtrs — |
| 77 | FINDELL CAPITAL MANAGEMENT LLC | 90.0K +90.0K (+100.0%) | 5.84M +5.8M (+100.0%) | 0.21% +0.208 pp | 1.68% +1.680 pp | USD64.93 +0.0% | 1 qtrs NEW |
| 78 | RAYMOND JAMES FINANCIAL INC | 88.7K -41.1K (-31.7%) | 5.76M -13.6M (-70.2%) | 0.21% -0.096 pp | 0.00% -0.004 pp | USD122.57 -47.0% | 5 qtrs — |
| 79 | SWISS NATIONAL BANK | 86.1K +1.7K (+2.0%) | 5.59M -7.0M (-55.5%) | 0.20% +0.003 pp | 0.00% -0.004 pp | USD31.24 +107.8% | 21 qtrs — |
| 80 | AMERIPRISE FINANCIAL INC | 81.9K -152.1K (-65.0%) | 5.32M -29.5M (-84.7%) | 0.19% -0.354 pp | 0.00% -0.007 pp | USD89.15 -27.2% | 21 qtrs — |
| 81 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 77.7K +5.3K (+7.3%) | 5.04M -5.7M (-53.2%) | 0.18% +0.012 pp | 0.00% -0.004 pp | USD143.19 -54.7% | 2 qtrs — |
| 82 | NEO IVY CAPITAL MANAGEMENT | 76.5K +76.5K (+100.0%) | 4.97M +5.0M (+100.0%) | 0.18% +0.177 pp | 0.78% +0.785 pp | USD64.93 +0.0% | 1 qtrs NEW |
| 83 | EDGESTREAM PARTNERS, L.P. | 70.1K +70.1K (+100.0%) | 4.55M +4.6M (+100.0%) | 0.16% +0.162 pp | 0.13% +0.128 pp | USD64.93 +0.0% | 4 qtrs — |
| 84 | LAZARD ASSET MANAGEMENT LLC | 70.0K +70.0K (+100.0%) | 4.55M +4.5M (+100.0%) | 0.16% +0.162 pp | 0.01% +0.008 pp | USD64.93 +0.0% | 1 qtrs NEW |
| 85 | LPL FINANCIAL LLC | 69.1K -69.6K (-50.2%) | 4.49M -16.2M (-78.3%) | 0.16% -0.163 pp | 0.00% -0.005 pp | USD109.97 -41.0% | 21 qtrs — |
| 86 | HSBC HOLDINGS PLC | 66.1K +64.4K (+3,811.3%) | 4.31M +4.1M (+1,612.3%) | 0.15% +0.149 pp | 0.00% +0.002 pp | USD65.80 -1.3% | 8 qtrs — |
| 87 | AQR CAPITAL MANAGEMENT LLC | 62.2K +44.7K (+255.0%) | 4.04M +1.4M (+54.8%) | 0.14% +0.103 pp | 0.00% +0.000 pp | USD73.93 -12.2% | 16 qtrs — |
| 88 | BESSEMER GROUP INC | 60.1K +59.9K (+27,232.3%) | 3.90M +3.9M (+11,730.3%) | 0.14% +0.139 pp | 0.01% +0.006 pp | USD65.01 -0.1% | 12 qtrs — |
| 89 | RENAISSANCE GROUP LLC | 60.1K -9.1K (-13.2%) | 3.90M -6.4M (-62.2%) | 0.14% -0.022 pp | 0.16% -0.232 pp | USD81.45 -20.3% | 8 qtrs — |
| 90 | KERRISDALE ADVISERS, LLC | 59.7K +59.7K (+100.0%) | 3.87M +3.9M (+100.0%) | 0.14% +0.138 pp | 1.82% +1.825 pp | USD64.93 +0.0% | 1 qtrs NEW |
| 91 | ROYCE & ASSOCIATES LP | 58.2K +37.9K (+186.3%) | 3.78M +751.7K (+24.8%) | 0.13% +0.088 pp | 0.04% +0.008 pp | USD54.83 +18.4% | 13 qtrs — |
| 92 | TWINBEECH CAPITAL LP | 56.2K +52.3K (+1,326.8%) | 3.65M +3.1M (+522.0%) | 0.13% +0.121 pp | 0.26% +0.236 pp | USD70.56 -8.0% | 3 qtrs — |
| 93 | SOUTH STREET ADVISORS LLC | 55.7K -27.7K (-33.2%) | 3.61M -8.8M (-70.9%) | 0.13% -0.065 pp | 0.51% -1.119 pp | USD35.48 +83.0% | 13 qtrs — |
| 94 | SPEARS ABACUS ADVISORS LLC | 55.6K +55.6K (+100.0%) | 3.61M +3.6M (+100.0%) | 0.13% +0.129 pp | 0.07% +0.068 pp | USD64.93 +0.0% | 1 qtrs NEW |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Rockefeller U.S. Small-Mid Cap ETF RSMC | 2.29% | 16.53M | 0.75% |
| 2 | Euclidean Fundamental Value ETF ECML | 1.72% | 2.35M | 0.95% |
| 3 | Invesco S&P SmallCap Consumer Discretionary ETF PSCD | 1.51% | 354.4K | 0.29% |
| 4 | Pacer US Small Cap Cash Cows Growth Leaders ETF CAFG | 1.36% | 408.4K | 0.59% |
| 5 | Invesco Dorsey Wright Consumer Staples Momentum ETF PSL | 1.09% | 921.8K | 0.74% |
| 6 | First Trust Small Cap BuyWrite Income ETF FTKI | 1.05% | 263.7K | 0.86% |
| 7 | Invesco S&P SmallCap Quality ETF XSHQ | 0.75% | 1.89M | 0.29% |
| 8 | OneAscent Small Cap Core ETF OASC | 0.70% | 590.2K | 0.64% |
| 9 | Applied Finance IVS US SMID ETF IVSS | 0.61% | 77.7K | 0.59% |
| 10 | Distillate Small/Mid Cash Flow ETF DSMC | 0.57% | 750.4K | 0.55% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-15 | McMullen Greerson Greene | Officer | F-InKind | D | Common Stock | 363 | 84.36 | 30.6K | 12,644 | D | ↗ |
| 2026-02-19 | Rhyu James Jeaho | Director / Officer | G-Gift | D | Common Stock | 1,350 | 0.00 | — | 733,227 | D | ↗ |
| 2026-02-18 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 9,282 | 84.25 | 782.0K | 734,577 | D | ↗ |
| 2026-02-18 | Goldthwaite Todd | Director / Officer | F-InKind | D | Common Stock | 354 | 84.25 | 29.8K | 93,506 | D | ↗ |
| 2026-02-18 | Blackman Donna | Officer | F-InKind | D | Common Stock | 2,235 | 84.25 | 188.3K | 128,247 | D | ↗ |
| 2026-02-09 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 6,527 | 87.51 | 571.2K | 743,859 | D | ↗ |
| 2026-02-09 | Goldthwaite Todd | Director / Officer | F-InKind | D | Common Stock | 88 | 87.51 | 7.7K | 93,860 | D | ↗ |
| 2026-02-09 | Blackman Donna | Officer | F-InKind | D | Common Stock | 1,109 | 87.51 | 97.0K | 130,482 | D | ↗ |
| 2026-02-08 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 1,623 | 87.83 | 142.5K | 750,386 | D | ↗ |
| 2026-02-08 | McMullen Greerson Greene | Officer | F-InKind | D | Common Stock | 95 | 87.83 | 8.3K | 13,007 | D | ↗ |
| 2026-02-08 | Goldthwaite Todd | Director / Officer | F-InKind | D | Common Stock | 98 | 87.83 | 8.6K | 93,948 | D | ↗ |
| 2026-02-08 | Blackman Donna | Officer | F-InKind | D | Common Stock | 394 | 87.83 | 34.6K | 131,591 | D | ↗ |
| 2025-12-04 | Verbrugge Joseph A | Director | A-Award | A | Deferred Stock Unit | 4,097 | 0.00 | — | 16,955 | D | ↗ |
| 2025-12-04 | SMITH RALPH R | Director | A-Award | A | Deferred Stock Unit | 4,097 | 0.00 | — | 12,333 | D | ↗ |
| 2025-12-04 | McFadden Eliza | Director | A-Award | A | Common Stock | 4,097 | 0.00 | — | 6,359 | D | ↗ |
| 2025-12-04 | Lawrence Allison | Director | A-Award | A | Deferred Stock Unit | 4,097 | 0.00 | — | 13,218 | D | ↗ |
| 2025-12-04 | KNOWLING ROBERT E JR | Director | A-Award | A | Common Stock | 4,097 | 0.00 | — | 6,551 | D | ↗ |
| 2025-12-04 | FINK STEVEN B | Director | A-Award | A | Common Stock | 4,097 | 0.00 | — | 175,607 | I | ↗ |
| 2025-12-04 | ALVAREZ AIDA | Director | A-Award | A | Common Stock | 4,097 | 0.00 | — | 42,201 | D | ↗ |
| 2025-11-19 | Rhyu James Jeaho | Director / Officer | G-Gift | D | Common Stock | 25,177 | 0.00 | — | 752,009 | D | ↗ |
| 2025-10-17 | SMITH RALPH R | Director | A-Award | A | Deferred Stock Unit | 15 | 0.00 | — | 8,236 | D | ↗ |
| 2025-09-18 | Rhyu James Jeaho | Director / Officer | A-Award | A | Common Stock | 58,395 | 0.00 | — | 823,143 | D | ↗ |
| 2025-09-17 | Goldthwaite Todd | Director / Officer | M-Exempt | D | Restricted Stock Right | 3,335 | 0.00 | — | 0 | D | ↗ |
| 2025-09-17 | Blackman Donna | Officer | M-Exempt | D | Restricted Stock Right | 20,855 | 0.00 | — | 0 | D | ↗ |
| 2025-09-16 | KNOWLING ROBERT E JR | Director | — | — | Common Stock | 0 | 0.00 | — | 2,454 | D | ↗ |
| 2025-09-15 | McMullen Greerson Greene | Officer | F-InKind | D | Common Stock | 324 | 139.76 | 45.3K | 13,102 | D | ↗ |
| 2025-08-19 | Rhyu James Jeaho | Director / Officer | S-Sale | D | Common Stock | 13,961 | 162.66 | 2.27M | 706,353 | D | ↗ |
| 2025-08-18 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 9,282 | 162.63 | 1.51M | 720,314 | D | ↗ |
| 2025-08-18 | Goldthwaite Todd | Director / Officer | F-InKind | D | Common Stock | 453 | 162.63 | 73.7K | 90,441 | D | ↗ |
| 2025-08-18 | Blackman Donna | Officer | F-InKind | D | Common Stock | 3,102 | 162.63 | 504.5K | 109,087 | D | ↗ |
| 2025-08-12 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 6,128 | 157.38 | 964.4K | 729,596 | D | ↗ |
| 2025-08-12 | Goldthwaite Todd | Director / Officer | F-InKind | D | Common Stock | 410 | 157.38 | 64.5K | 90,894 | D | ↗ |
| 2025-08-12 | Blackman Donna | Officer | F-InKind | D | Common Stock | 2,508 | 157.38 | 394.7K | 112,189 | D | ↗ |
| 2025-08-09 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 3,264 | 149.45 | 487.8K | 735,724 | D | ↗ |
| 2025-08-09 | Goldthwaite Todd | Director / Officer | F-InKind | D | Common Stock | 56 | 149.45 | 8.4K | 91,304 | D | ↗ |
| 2025-08-09 | Blackman Donna | Officer | F-InKind | D | Common Stock | 825 | 149.45 | 123.3K | 114,697 | D | ↗ |
| 2025-08-08 | Rhyu James Jeaho | Director / Officer | A-Award | A | Restricted Stock Right | 23,419 | 0.00 | — | 23,419 | D | ↗ |
| 2025-08-08 | McMullen Greerson Greene | Officer | A-Award | A | Restricted Stock Right | 1,004 | 0.00 | — | 1,004 | D | ↗ |
| 2025-08-08 | Goldthwaite Todd | Director / Officer | A-Award | A | Restricted Stock Right | 402 | 0.00 | — | 402 | D | ↗ |
| 2025-08-08 | Blackman Donna | Officer | A-Award | A | Restricted Stock Right | 4,266 | 0.00 | — | 4,266 | D | ↗ |
| 2025-07-31 | Rhyu James Jeaho | Director / Officer | A-Award | A | Common Stock | 116,790 | 0.00 | — | 744,798 | D | ↗ |
| 2025-07-30 | Goldthwaite Todd | Director / Officer | F-InKind | D | Common Stock | 2,379 | 129.15 | 307.2K | 88,684 | D | ↗ |
| 2025-07-30 | Blackman Donna | Officer | F-InKind | D | Common Stock | 17,650 | 129.15 | 2.28M | 104,147 | D | ↗ |
| 2025-07-25 | SMITH RALPH R | Director | A-Award | A | Deferred Stock Unit | 18 | 0.00 | — | 8,221 | D | ↗ |
| 2025-04-18 | SMITH RALPH R | Director | A-Award | A | Deferred Stock Unit | 16 | 0.00 | — | 8,203 | D | ↗ |
| 2025-03-03 | McMullen Greerson Greene | Officer | A-Award | A | Common Stock | 10,750 | 0.00 | — | 10,750 | D | ↗ |
| 2025-02-18 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 9,282 | 142.14 | 1.32M | 628,008 | D | ↗ |
| 2025-02-18 | Goldthwaite Todd | Director / Officer | F-InKind | D | Common Stock | 304 | 142.14 | 43.2K | 84,393 | D | ↗ |
| 2025-02-18 | Blackman Donna | Officer | F-InKind | D | Common Stock | 3,102 | 142.14 | 440.9K | 80,087 | D | ↗ |
| 2025-02-14 | Rhyu James Jeaho | Director / Officer | G-Gift | D | Common Stock | 700 | 0.00 | — | 637,290 | D | ↗ |
| 2025-02-12 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 6,128 | 140.47 | 860.8K | 637,990 | D | ↗ |
| 2025-02-12 | Goldthwaite Todd | Director / Officer | F-InKind | D | Common Stock | 317 | 140.47 | 44.5K | 84,697 | D | ↗ |
| 2025-02-12 | Blackman Donna | Officer | F-InKind | D | Common Stock | 1,674 | 140.47 | 235.1K | 83,189 | D | ↗ |
| 2025-02-09 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 3,286 | 142.28 | 467.5K | 644,118 | D | ↗ |
| 2025-02-09 | Goldthwaite Todd | Director / Officer | F-InKind | D | Common Stock | 44 | 142.28 | 6.3K | 85,014 | D | ↗ |
| 2025-02-09 | Blackman Donna | Officer | F-InKind | D | Common Stock | 589 | 142.28 | 83.8K | 84,863 | D | ↗ |
| 2025-01-24 | SMITH RALPH R | Director | A-Award | A | Deferred Stock Unit | 19 | 0.00 | — | 8,187 | D | ↗ |
| 2024-12-05 | Verbrugge Joseph A | Director | A-Award | A | Deferred Stock Unit | 2,262 | 0.00 | — | 12,858 | D | ↗ |
| 2024-12-05 | SMITH RALPH R | Director | A-Award | A | Deferred Stock Unit | 1,697 | 0.00 | — | 8,168 | D | ↗ |
| 2024-12-05 | McFadden Eliza | Director | A-Award | A | Common Stock | 2,262 | 0.00 | — | 2,262 | D | ↗ |
| 2024-12-05 | Lawrence Allison | Director | A-Award | A | Deferred Stock Unit | 2,262 | 0.00 | — | 9,121 | D | ↗ |
| 2024-12-05 | KNOWLING ROBERT E JR | Director | A-Award | A | Common Stock | 2,262 | 0.00 | — | 5,586 | D | ↗ |
| 2024-12-05 | FINK STEVEN B | Director | A-Award | A | Common Stock | 2,262 | 0.00 | — | 171,510 | I | ↗ |
| 2024-12-05 | ALVAREZ AIDA | Director | A-Award | A | Common Stock | 2,262 | 0.00 | — | 38,104 | D | ↗ |
| 2024-11-07 | Rhyu James Jeaho | Director / Officer | S-Sale | D | Common Stock | 5,683 | 98.72 | 561.0K | 657,408 | D | ↗ |
| 2024-11-06 | Rhyu James Jeaho | Director / Officer | S-Sale | D | Common Stock | 23,187 | 97.29 | 2.26M | 663,091 | D | ↗ |
| 2024-10-25 | SMITH RALPH R | Director | A-Award | A | Deferred Stock Unit | 165 | 0.00 | — | 6,471 | D | ↗ |
| 2024-10-25 | Goldthwaite Todd | Director / Officer | S-Sale | D | Common Stock | 8,028 | 91.54 | 734.9K | 85,058 | D | ↗ |
| 2024-09-26 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 28,999 | 83.80 | 2.43M | 686,278 | D | ↗ |
| 2024-09-25 | Mathis Vincent | Officer | A-Award | A | Common Stock | 13,156 | 0.00 | — | 66,304 | D | ↗ |
| 2024-09-25 | Goldthwaite Todd | Director / Officer | A-Award | A | Common Stock | 2,273 | 0.00 | — | 94,728 | D | ↗ |
| 2024-09-25 | Blackman Donna | Officer | M-Exempt | D | Restricted Stock Right | 5,263 | 0.00 | — | 0 | D | ↗ |
| 2024-08-18 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 4,641 | 82.53 | 383.0K | 641,584 | — | ↗ |
| 2024-08-18 | Mathis Vincent | Officer | F-InKind | D | Common Stock | 709 | 82.53 | 58.5K | 47,885 | — | ↗ |
| 2024-08-18 | Goldthwaite Todd | Director / Officer | F-InKind | D | Common Stock | 152 | 82.53 | 12.5K | 89,425 | — | ↗ |
| 2024-08-18 | Blackman Donna | Officer | F-InKind | D | Common Stock | 1,551 | 82.53 | 128.0K | 83,397 | — | ↗ |
| 2024-08-13 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 4,419 | 82.36 | 363.9K | 646,225 | — | ↗ |
| 2024-08-13 | Mathis Vincent | Officer | F-InKind | D | Common Stock | 845 | 82.36 | 69.6K | 48,594 | — | ↗ |
| 2024-08-13 | Goldthwaite Todd | Director / Officer | F-InKind | D | Common Stock | 251 | 82.36 | 20.7K | 89,577 | — | ↗ |
| 2024-08-13 | Blackman Donna | Officer | F-InKind | D | Common Stock | 135 | 82.36 | 11.1K | 84,948 | — | ↗ |
| 2024-08-12 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 6,128 | 79.79 | 489.0K | 650,644 | — | ↗ |
| 2024-08-12 | Mathis Vincent | Officer | F-InKind | D | Common Stock | 1,505 | 79.79 | 120.1K | 49,439 | — | ↗ |
| 2024-08-12 | Goldthwaite Todd | Director / Officer | F-InKind | D | Common Stock | 275 | 79.79 | 21.9K | 89,828 | — | ↗ |
| 2024-08-12 | Blackman Donna | Officer | F-InKind | D | Common Stock | 2,508 | 79.79 | 200.1K | 85,083 | — | ↗ |
| 2024-08-09 | Rhyu James Jeaho | Director / Officer | A-Award | A | Common Stock | 82,930 | 0.00 | — | 656,772 | — | ↗ |
| 2024-08-09 | Mathis Vincent | Officer | A-Award | A | Common Stock | 8,290 | 0.00 | — | 50,944 | — | ↗ |
| 2024-08-09 | Goldthwaite Todd | Director / Officer | A-Award | A | Common Stock | 1,210 | 0.00 | — | 90,103 | — | ↗ |
| 2024-08-09 | Blackman Donna | Officer | A-Award | A | Restricted Stock Right | 3,430 | 0.00 | — | 3,430 | — | ↗ |
| 2024-07-31 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 11,600 | 75.98 | 881.4K | 573,842 | — | ↗ |
| 2024-07-30 | Mathis Vincent | Officer | A-Award | A | Common Stock | 7,368 | 0.00 | — | 45,977 | — | ↗ |
| 2024-07-30 | Goldthwaite Todd | Director / Officer | A-Award | A | Common Stock | 2,121 | 0.00 | — | 89,550 | — | ↗ |
| 2024-07-30 | Blackman Donna | Officer | A-Award | A | Common Stock | 1,176 | 0.00 | — | 69,832 | — | ↗ |
| 2024-07-19 | SMITH RALPH R | Director | A-Award | A | Deferred Stock Unit | 200 | 0.00 | — | 6,306 | — | ↗ |
| 2024-04-19 | SMITH RALPH R | Director | A-Award | A | Deferred Stock Unit | 247 | 0.00 | — | 6,106 | — | ↗ |
| 2024-02-18 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 4,641 | 57.08 | 264.9K | 555,965 | — | ↗ |
| 2024-02-18 | Ottolenghi Les | Officer | F-InKind | D | Common Stock | 844 | 57.08 | 48.2K | 54,547 | — | ↗ |
| 2024-02-18 | Mathis Vincent | Officer | F-InKind | D | Common Stock | 709 | 57.08 | 40.5K | 38,609 | — | ↗ |
| 2024-02-18 | Goldthwaite Todd | Director / Officer | F-InKind | D | Common Stock | 178 | 57.08 | 10.2K | 87,429 | — | ↗ |
| 2024-02-18 | Blackman Donna | Officer | F-InKind | D | Common Stock | 1,036 | 57.08 | 59.1K | 68,656 | — | ↗ |
| 2024-02-13 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 4,419 | 60.49 | 267.3K | 560,606 | — | ↗ |
| 2024-02-13 | Ottolenghi Les | Officer | F-InKind | D | Common Stock | 827 | 60.49 | 50.0K | 55,391 | — | ↗ |
| 2024-02-13 | Mathis Vincent | Officer | F-InKind | D | Common Stock | 1,266 | 60.49 | 76.6K | 39,318 | — | ↗ |
| 2024-02-13 | Goldthwaite Todd | Director / Officer | F-InKind | D | Common Stock | 293 | 60.49 | 17.7K | 87,607 | — | ↗ |
| 2024-02-13 | Blackman Donna | Officer | F-InKind | D | Common Stock | 135 | 60.49 | 8.2K | 69,692 | — | ↗ |
| 2024-02-12 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 6,128 | 61.70 | 378.1K | 565,025 | — | ↗ |
| 2024-02-12 | Ottolenghi Les | Officer | F-InKind | D | Common Stock | 1,329 | 61.70 | 82.0K | 56,218 | — | ↗ |
| 2024-02-12 | Mathis Vincent | Officer | F-InKind | D | Common Stock | 1,609 | 61.70 | 99.3K | 40,584 | — | ↗ |
| 2024-02-12 | Goldthwaite Todd | Director / Officer | F-InKind | D | Common Stock | 322 | 61.70 | 19.9K | 87,900 | — | ↗ |
| 2024-02-12 | Blackman Donna | Officer | F-InKind | D | Common Stock | 1,778 | 61.70 | 109.7K | 69,827 | — | ↗ |
| 2024-01-26 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 7,794 | 60.25 | 469.6K | 571,153 | — | ↗ |
| 2023-12-15 | Ottolenghi Les | Officer | F-InKind | D | Common Stock | 3,210 | 60.00 | 192.6K | 57,547 | — | ↗ |
| 2023-12-11 | COHEN ROBERT | Director | S-Sale | D | Common Stock | 4,362 | 60.56 | 264.2K | 9,495 | — | ↗ |
| 2023-12-07 | Verbrugge Joseph A | Director | A-Award | A | Deferred Stock Unit | 3,324 | 0.00 | — | 10,596 | — | ↗ |
| 2023-12-07 | SMITH RALPH R | Director | A-Award | A | Common Stock | 831 | 0.00 | — | 1,715 | — | ↗ |
| 2023-12-07 | McFadden Eliza | Director | A-Award | A | Deferred Stock Unit | 3,324 | 0.00 | — | 28,274 | — | ↗ |
| 2023-12-07 | Lawrence Allison | Director | A-Award | A | Deferred Stock Unit | 3,324 | 0.00 | — | 6,859 | — | ↗ |
| 2023-12-07 | KNOWLING ROBERT E JR | Director | A-Award | A | Common Stock | 3,324 | 0.00 | — | 3,324 | — | ↗ |
| 2023-12-07 | Goldthwaite Todd | Director / Officer | — | D | Restricted Stock Right | 1,840 | 0.00 | — | 0 | — | ↗ |
| 2023-12-07 | FINK STEVEN B | Director | A-Award | A | Common Stock | 3,324 | 0.00 | — | 169,248 | — | ↗ |
| 2023-12-07 | COHEN ROBERT | Director | A-Award | A | Common Stock | 3,324 | 0.00 | — | 13,857 | — | ↗ |
| 2023-12-07 | BARRETT CRAIG R | Director | A-Award | A | Common Stock | 3,324 | 0.00 | — | 77,452 | — | ↗ |
| 2023-12-07 | ALVAREZ AIDA | Director | A-Award | A | Common Stock | 3,324 | 0.00 | — | 35,842 | — | ↗ |
| 2023-11-21 | McFadden Eliza | Director | S-Sale | D | Common Stock | 11,977 | 57.70 | 691.1K | 0 | — | ↗ |
| 2023-11-07 | Ottolenghi Les | Officer | S-Sale | D | Common Stock | 6,150 | 56.42 | 347.0K | 60,757 | — | ↗ |
| 2023-11-01 | Rhyu James Jeaho | Director / Officer | G-Gift | D | Common Stock | 8,528 | 0.00 | — | 578,947 | — | ↗ |
| 2023-10-27 | Mathis Vincent | Officer | S-Sale | D | Common Stock | 10,587 | 53.81 | 569.7K | 42,193 | — | ↗ |
| 2023-10-25 | Rhyu James Jeaho | Director / Officer | S-Sale | D | Common Stock | 25,000 | 50.56 | 1.26M | 587,475 | — | ↗ |
| 2023-10-13 | SMITH RALPH R | Director | A-Award | A | Deferred Stock Unit | 207 | 0.00 | — | 3,366 | — | ↗ |
| 2023-08-18 | Rhyu James Jeaho | Director / Officer | A-Award | A | Restricted Stock Right | 44,220 | 0.00 | — | 44,220 | — | ↗ |
| 2023-08-18 | Ottolenghi Les | Officer | A-Award | A | Restricted Stock Right | 6,440 | 0.00 | — | 6,440 | — | ↗ |
| 2023-08-18 | Mathis Vincent | Officer | A-Award | A | Restricted Stock Right | 5,890 | 0.00 | — | 5,890 | — | ↗ |
| 2023-08-18 | Blackman Donna | Officer | A-Award | A | Restricted Stock Right | 12,890 | 0.00 | — | 12,890 | — | ↗ |
| 2023-08-13 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 4,419 | 39.59 | 174.9K | 494,545 | — | ↗ |
| 2023-08-13 | Ottolenghi Les | Officer | F-InKind | D | Common Stock | 493 | 39.59 | 19.5K | 49,717 | — | ↗ |
| 2023-08-13 | Mathis Vincent | Officer | F-InKind | D | Common Stock | 1,266 | 39.59 | 50.1K | 37,060 | — | ↗ |
| 2023-08-13 | Blackman Donna | Officer | F-InKind | D | Common Stock | 203 | 39.59 | 8.0K | 37,215 | — | ↗ |
| 2023-08-12 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 3,938 | 39.59 | 155.9K | 498,964 | — | ↗ |
| 2023-08-12 | Ottolenghi Les | Officer | F-InKind | D | Common Stock | 339 | 39.59 | 13.4K | 50,210 | — | ↗ |
| 2023-08-12 | Mathis Vincent | Officer | F-InKind | D | Common Stock | 1,554 | 39.59 | 61.5K | 38,326 | — | ↗ |
| 2023-08-12 | Blackman Donna | Officer | F-InKind | D | Common Stock | 1,254 | 39.59 | 49.6K | 37,418 | — | ↗ |
| 2023-08-06 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 1,936 | 39.27 | 76.0K | 502,902 | — | ↗ |
| 2023-08-05 | Mathis Vincent | Officer | F-InKind | D | Common Stock | 1,775 | 39.27 | 69.7K | 39,880 | — | ↗ |
| 2023-07-26 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 2,390 | 37.92 | 90.6K | 504,838 | — | ↗ |
| 2023-07-14 | SMITH RALPH R | Director | A-Award | A | Deferred Stock Unit | 252 | 0.00 | — | 3,159 | — | ↗ |
| 2023-06-15 | Ottolenghi Les | Officer | F-InKind | D | Common Stock | 1,765 | 38.88 | 68.6K | 50,549 | — | ↗ |
| 2023-06-15 | Blackman Donna | Officer | F-InKind | D | Common Stock | 2,016 | 38.88 | 78.4K | 38,672 | — | ↗ |
| 2023-04-11 | SMITH RALPH R | Director | A-Award | A | Deferred Stock Unit | 256 | 0.00 | — | 2,907 | — | ↗ |
| 2023-03-27 | SMITH RALPH R | Director | A-Award | A | Deferred Stock Unit | 2,651 | 0.00 | — | 2,651 | — | ↗ |
| 2023-03-27 | Lawrence Allison | Director | A-Award | A | Deferred Stock Unit | 3,535 | 0.00 | — | 3,535 | — | ↗ |
| 2023-02-13 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 4,419 | 42.66 | 188.5K | 507,228 | — | ↗ |
| 2023-02-13 | Ottolenghi Les | Officer | F-InKind | D | Common Stock | 429 | 42.66 | 18.3K | 52,314 | — | ↗ |
| 2023-02-13 | Mathis Vincent | Officer | F-InKind | D | Common Stock | 1,415 | 42.66 | 60.4K | 41,655 | — | ↗ |
| 2023-02-13 | Blackman Donna | Officer | F-InKind | D | Common Stock | 226 | 42.66 | 9.6K | 40,688 | — | ↗ |
| 2023-02-12 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 4,273 | 41.60 | 177.8K | 511,647 | — | ↗ |
| 2023-02-12 | Ottolenghi Les | Officer | F-InKind | D | Common Stock | 413 | 41.60 | 17.2K | 52,743 | — | ↗ |
| 2023-02-12 | Mathis Vincent | Officer | F-InKind | D | Common Stock | 1,736 | 41.60 | 72.2K | 43,070 | — | ↗ |
| 2023-02-12 | Blackman Donna | Officer | F-InKind | D | Common Stock | 1,402 | 41.60 | 58.3K | 40,914 | — | ↗ |
| 2023-01-26 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 7,799 | 40.11 | 312.8K | 551,451 | — | ↗ |
| 2023-01-25 | Mathis Vincent | Director | S-Sale | D | Common Stock | 8,160 | 40.65 | 331.7K | 44,806 | — | ↗ |
| 2022-12-23 | Rhyu James Jeaho | Director / Officer | G-Gift | D | Common Stock | 3,113 | 0.00 | — | 559,250 | — | ↗ |
| 2022-12-20 | Rhyu James Jeaho | Director / Officer | G-Gift | D | Common Stock | 6,276 | 0.00 | — | 562,363 | — | ↗ |
| 2022-12-15 | Ottolenghi Les | Director / Officer | F-InKind | D | Common Stock | 2,878 | 32.93 | 94.8K | 53,156 | — | ↗ |
| 2022-12-15 | Blackman Donna | Director / Officer | F-InKind | D | Common Stock | 1,204 | 32.93 | 39.6K | 42,316 | — | ↗ |
| 2022-12-09 | Verbrugge Joseph A | Director | A-Award | A | Deferred Stock Unit | 6,171 | 0.00 | — | 7,272 | — | ↗ |
| 2022-12-09 | McFadden Eliza | Director | A-Award | A | Deferred Stock Unit | 6,171 | 0.00 | — | 24,950 | — | ↗ |
| 2022-12-09 | KNOWLING ROBERT E JR | Director | A-Award | A | Deferred Stock Unit | 6,171 | 0.00 | — | 34,446 | — | ↗ |
| 2022-12-09 | FINK STEVEN B | Director | A-Award | A | Common Stock | 6,171 | 0.00 | — | 165,924 | — | ↗ |
| 2022-12-09 | COHEN ROBERT | Director | A-Award | A | Common Stock | 6,171 | 0.00 | — | 10,533 | — | ↗ |
| 2022-12-09 | BARRETT CRAIG R | Director | A-Award | A | Common Stock | 6,171 | 0.00 | — | 74,128 | — | ↗ |
| 2022-12-09 | ALVAREZ AIDA | Director | A-Award | A | Common Stock | 6,171 | 0.00 | — | 32,518 | — | ↗ |
| 2022-09-06 | Rhyu James Jeaho | Director / Officer | A-Award | A | Restricted Stock Right | 29,198 | 0.00 | — | 29,198 | — | ↗ |
| 2022-09-06 | Ottolenghi Les | Director / Officer | A-Award | A | Restricted Stock Right | 5,213 | 0.00 | — | 5,213 | — | ↗ |
| 2022-09-06 | Mathis Vincent | Director | A-Award | A | Restricted Stock Right | 6,255 | 0.00 | — | 6,255 | — | ↗ |
| 2022-09-06 | Blackman Donna | Director / Officer | A-Award | A | Restricted Stock Right | 10,428 | 0.00 | — | 10,428 | — | ↗ |
| 2022-08-30 | Verbrugge Joseph A | Director | A-Award | A | Deferred Stock Unit | 1,101 | 0.00 | — | 1,101 | — | ↗ |
| 2022-08-15 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 3,232 | 35.93 | 116.1K | 568,639 | — | ↗ |
| 2022-08-14 | DAVIS NATHANIEL A | Director | F-InKind | D | Common Stock | 112,576 | 35.93 | 4.04M | 907,622 | — | ↗ |
| 2022-08-13 | Mathis Vincent | Officer | F-InKind | D | Common Stock | 423 | 35.96 | 15.2K | 53,721 | — | ↗ |
| 2022-08-12 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 1,001 | 35.96 | 36.0K | 574,403 | — | ↗ |
| 2022-08-12 | Ottolenghi Les | Director / Officer | F-InKind | D | Common Stock | 332 | 35.96 | 11.9K | 56,034 | — | ↗ |
| 2022-08-12 | Mathis Vincent | Officer | F-InKind | D | Common Stock | 535 | 35.96 | 19.2K | 54,144 | — | ↗ |
| 2022-08-12 | Blackman Donna | Director / Officer | F-InKind | D | Common Stock | 68 | 35.96 | 2.4K | 43,520 | — | ↗ |
| 2022-08-10 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 5,895 | 37.32 | 220.0K | 497,544 | — | ↗ |
| 2022-08-10 | Mathis Vincent | Director | F-InKind | D | Common Stock | 1,378 | 37.32 | 51.4K | 37,999 | — | ↗ |
| 2022-08-10 | DAVIS NATHANIEL A | Director | F-InKind | D | Common Stock | 8,841 | 37.32 | 329.9K | 1,023,156 | — | ↗ |
| 2022-08-06 | Rhyu James Jeaho | Officer | F-InKind | D | Common Stock | 2,219 | 43.46 | 96.4K | 503,439 | — | ↗ |
| 2022-08-05 | Verbrugge Joseph A | Director | A-Award | A | Common Stock | 1,358 | 0.00 | — | 1,358 | — | ↗ |
| 2022-08-05 | Mathis Vincent | Officer | F-InKind | D | Common Stock | 1,185 | 43.46 | 51.5K | 39,377 | — | ↗ |
| 2022-08-04 | DAVIS NATHANIEL A | Officer | A-Award | A | Common Stock | 238,863 | 0.00 | — | 1,038,553 | — | ↗ |
| 2022-07-26 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 2,739 | 42.80 | 117.2K | 505,658 | — | ↗ |
| 2022-07-01 | DAVIS NATHANIEL A | Director | F-InKind | D | Common Stock | 12,660 | 41.32 | 523.1K | 799,690 | — | ↗ |
| 2022-07-01 | Blackman Donna | Officer | — | D | Common Stock | 0 | 0.00 | — | 15,788 | — | ↗ |
| 2022-06-15 | Ottolenghi Les | Director / Officer | F-InKind | D | Common Stock | 1,407 | 34.58 | 48.7K | 42,466 | — | ↗ |
| 2022-05-25 | Rhyu James Jeaho | Director / Officer | S-Sale | D | Common Stock | 43,423 | 38.81 | 1.69M | 508,397 | — | ↗ |
| 2022-05-23 | Mathis Vincent | Director | S-Sale | D | Common Stock | 53,506 | 36.78 | 1.97M | 40,562 | — | ↗ |
| 2022-04-28 | DAVIS NATHANIEL A | Director | S-Sale | D | Common Stock | 57,017 | 39.06 | 2.23M | 170,786 | — | ↗ |
| 2022-04-15 | Medina Timothy | Director / Officer | F-InKind | D | Common Stock | 3,113 | 34.54 | 107.5K | 88,464 | — | ↗ |
| 2022-02-15 | Rhyu James Jeaho | Director / Officer | F-InKind | D | Common Stock | 3,232 | 34.23 | 110.6K | 551,820 | — | ↗ |
| 2022-02-15 | Mathis Vincent | Officer | F-InKind | D | Common Stock | 733 | 34.23 | 25.1K | 94,068 | — | ↗ |
| 2022-02-15 | DAVIS NATHANIEL A | Director / Officer | F-InKind | D | Common Stock | 4,848 | 34.23 | 165.9K | 812,350 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | James J. Rhyu Chief Executive Officer | 1.00M | — | 16.86M | — | 3.62M | 15.8K | 21.50M | 78.44% | ↗ |
| 2 | 2025 | Donna Blackman Chief Financial Officer | 625.0K | — | 3.72M | — | 1.70M | 12.8K | 6.05M | 61.44% | ↗ |
| 3 | 2025 | Greerson G. McMullen, Sr., Executive Vice President, General Counsel and Secretary | 146.2K | 100.0K | 1.50M | — | 210.2K | 8.4K | 1.96M | 76.33% | ↗ |
| 4 | 2025 | Vincent W. Mathis Former Executive Vice President, General Counsel and Secretary | 191.8K | — | 1.69M | — | — | 5.0K | 1.88M | 89.55% | ↗ |
| 5 | 2025 | Todd Goldthwaite Managing Director, Portfolio Companies | 400.0K | — | 1.33M | — | — | 15.6K | 1.75M | 76.25% | ↗ |
| 6 | 2024 | James J. Rhyu Chief Executive Officer | 1.00M | — | 12.01M | — | 2.60M | 15.5K | 15.62M | 76.88% | ↗ |
| 7 | 2024 | Donna Blackman Chief Financial Officer | 625.0K | — | 3.81M | — | 1.08M | 12.4K | 5.53M | 68.93% | ↗ |
| 8 | 2024 | Vincent W. Mathis Former Executive Vice President, General Counsel and Secretary | 525.0K | — | 1.86M | — | 727.0K | 17.3K | 3.13M | 59.45% | ↗ |
| 9 | 2024 | Todd Goldthwaite Managing Director, Portfolio Companies | 400.0K | — | 759.9K | — | 346.2K | 15.4K | 1.52M | 49.94% | ↗ |
| 10 | 2023 | James J. Rhyu Chief Executive Officer | 880.8K | — | 7.15M | — | 1.70M | 14.9K | 9.74M | 73.39% | ↗ |
| 11 | 2023 | Donna Blackman Chief Financial Officer | 534.4K | — | 2.55M | — | 698.3K | 13.2K | 3.80M | 67.19% | ↗ |
| 12 | 2023 | Vincent W. Mathis Former Executive Vice President, General Counsel and Secretary | 518.1K | — | 1.53M | — | 532.0K | 15.8K | 2.60M | 58.95% | ↗ |
| 13 | 2009 | Ronald J. Packard Chief Executive Officer | 475.0K | — | — | 831.1K | 309.0K | 116.4K | 1.73M | 48.00% | ↗ |
| 14 | 2009 | John F. Baule Chief Operating Officer and Chief Financial Officer | 351.9K | — | — | 201.1K | 123.2K | 5.9K | 682.1K | 29.49% | ↗ |
| 15 | 2009 | Celia M. Stokes Executive Vice President and Chief Marketing Officer | 300.3K | — | — | 148.7K | 78.1K | 5.5K | 532.6K | 27.92% | ↗ |
| 16 | 2009 | George B. Hughes, Jr. Executive Vice President of School Services | 300.2K | — | — | 145.5K | 78.1K | 4.8K | 528.6K | 27.52% | ↗ |
| 17 | 2009 | Bruce J. Davis Executive Vice President of Worldwide Business Development | 309.0K | — | — | 98.9K | 80.3K | 7.8K | 496.1K | 19.94% | ↗ |
| 18 | 2008 | Ronald J. Packard Chief Executive Officer | 425.0K | — | — | 729.7K | 525.0K | 7.2K | 1.69M | 43.26% | ↗ |
| 19 | 2008 | John F. Baule Chief Operating Officer and Chief Financial Officer | 340.0K | — | — | 133.8K | 238.0K | 4.9K | 716.7K | 18.67% | ↗ |
| 20 | 2008 | Bruce J. Davis Executive Vice President of Worldwide Business Development | 300.0K | — | — | 38.3K | 120.0K | 6.5K | 464.8K | 8.24% | ↗ |
| 21 | 2008 | Bror V. H. Saxberg Chief Learning Officer | 325.0K | — | — | 34.1K | 97.5K | 7.2K | 463.8K | 7.35% | ↗ |
| 22 | 2008 | George B. Hughes, Jr. Executive Vice President of School Services | 253.1K | — | — | 66.9K | 109.0K | 1.3K | 430.3K | 15.55% | ↗ |
| 23 | 2008 | Celia M. Stokes Executive Vice President and Chief Marketing Officer | 245.0K | — | — | 38.3K | 110.0K | 4.6K | 397.9K | 9.62% | ↗ |
| 24 | 2007 | Ronald J. Packard Chief Executive Officer | 410.0K | — | — | 168.0K | 410.0K | 2.1K | 990.0K | 16.97% | ↗ |
| 25 | 2007 | John F. Baule Chief Operating Officer and Chief Financial Officer | 300.0K | — | — | — | 210.0K | 1.6K | 511.6K | 0.00% | ↗ |
| 26 | 2007 | Bror V. H. Saxberg Chief Learning Officer | 310.0K | — | — | — | 93.0K | 2.7K | 405.7K | 0.00% | ↗ |
| 27 | 2007 | Celia M. Stokes Executive Vice President and Chief Marketing Officer | 221.1K | — | — | — | 80.0K | 1.8K | 302.9K | 0.00% | ↗ |
| 28 | 2007 | Bruce J. Davis Executive Vice President of Worldwide Business Development | 144.4K | 120.0K | — | 12.8K | — | — | 277.2K | 4.60% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| James J. Rhyu | Chair of the Board & Chief Executive Officer | 5M | male |
| Donna Blackman | Executive Vice President & Chief Financial Officer | 2M | female |
| Greerson G. McMullen | Executive Vice President, General Counsel & Secretary | 464.7K | male |
| Todd Goldthwaite | Managing Director of Portfolio Companies | 415.6K | male |
| Timothy Casey | Vice President of Investor Relations | — | male |
| Charles A. Bennett | President of Schools | — | — |
| Valerie Maddy | Senior Vice President & Chief Human Resources Officer | — | female |
| Deborah S. Hannah | Chief Marketing Officer | — | female |
| Elisabeth Azzarello | Senior Vice President of Career Learning | — | female |
| Emily Riordan | Director of Corporate Communications | — | female |
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-02-04 | 2026-03-02 | Markwayne Mullin | OK | Joint | Purchase | $15,001 - $50,000 | ↗ |
| 2026-01-05 | 2026-02-04 | Markwayne Mullin | OK | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| 2025-12-18 | 2026-01-13 | Markwayne Mullin | OK | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-12-18 | 2026-01-14 | Markwayne Mullin | OK | Self | Sale | $1,001 - $15,000 | ↗ |
| 2025-02-03 | 2025-02-27 | Markwayne Mullin | OK | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2025-01-02 | 2025-01-31 | Markwayne Mullin | OK | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| 2024-12-18 | 2024-12-31 | Markwayne Mullin | OK | Spouse | Sale (Full) | $15,001 - $50,000 | ↗ |
| 2024-12-18 | 2024-12-31 | Markwayne Mullin | OK | Self | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2024-07-30 | 2024-11-08 | Markwayne Mullin | OK | Self | Purchase | $1,001 - $15,000 | ↗ |
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Community Opinion for LRN
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.

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