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LegalZoom.com, Inc. (LZ)
USD7.89
+0.42 (+5.60%)
US NASDAQ Technology Software - Application
Address
101 North Brand Boulevard 91203
Glendale, CA, US
Glendale, CA, US
CEO
Jeffrey Stibel
Website
legalzoom.com
IPO
2021-06-30
CIK 1286139 ISIN US52466B1035
Description
LegalZoom.com, Inc. offers a digital platform that provides legal and regulatory services across the United States. This web-based portal is designed to support both individuals and small businesses, offering a broad spectrum of solutions. Its comprehensive services encompass everything from assisting with new business formation and drafting estate planning documents, such as wills and trusts, to protecting intellectual property and completing various legal forms and contracts. Furthermore, the company facilitates connections to independent legal counsel and links clients with expert professionals for their tax preparation and bookkeeping needs. LegalZoom.com, Inc. was founded in 1999 and operates from its headquarters in Glendale, California.
News Sentiment (7d)
Based on only 1 article — low confidence
- LZ or GWW: Which Is the Better Value Stock Right Now? Zacks Investment Research
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD7.89
+0.42 (+5.60%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
1.31
Float Shares
117.58M
Free Float %
68.0%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.98% | +1.48% | +4.23% | -10.33% | -38.21% | -37.97% | -35.23% | -42.16% | -83.73% | -83.73% | -83.73% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (12 ratings, all time)
Buy
Price Targets & DCF
Current price
7.89
Low
6.50
-17.6%
Consensus
8.17
+3.6%
Median
8.00
+1.4%
High
10.00
+26.8%
DCF (Unlevered)
0.79
-90.0%
DCF (Levered)
8.99
+14.0%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
40% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 3 | 0 |
| Hold | 4 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 1 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 4 |
8.38
+6.2%
|
| Last Year | 5 |
9.10
+15.4%
|
| All Time | 12 |
10.38
+31.6%
|
Quality scores
Altman Z-Score
0.01
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Software - Application: +13.0%+10.9% Q1'26: +12.9% (vs Q1'25)
-
EPS growth Software - Application: +28.6%-50.0% Q1'26: -78.2% (vs Q1'25)
-
FCF margin FCF growth · Software - Application: +45.3%+5.5% Q1'26: +19.8% (vs Q1'25)
-
EBIT margin Software - Application: +9.4%+4.5% Q1'26: +1.6% (vs Q1'25)
-
ROIC Software - Application: +7.5%— Q1'26: -38.9% (vs Q1'25)
-
Share dilution Software - Application: +0.0%+1.0% Q1'26: -2.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×0.30× ★ Q1'26: 0.25× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 7 Rev. Ana. 6 EPS Ana. |
Dec 2027 7 Rev. Ana. 6 EPS Ana. |
Dec 2028 4 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
575.08M
est: 576.61M (-0.3%)
|
619.98M
est: 618.46M (+0.2%)
|
660.73M
est: 677.51M (-2.5%)
|
681.88M
est: 680.94M (+0.1%)
|
756.04M
est: 750.44M (+0.7%)
|
820.47M
816.42M – 824.87M
+9.3% YoY
|
874.35M
871.51M – 877.22M
+6.6% YoY
|
913.95M
913.92M – 913.98M
+4.5% YoY
|
| EBITDA |
-74.88M
est: 22.32M (-435.5%)
|
-23.62M
est: 23.94M (-198.7%)
|
60.06M
est: 20.07M (+199.3%)
|
80.59M
est: 20.17M (+299.6%)
|
81.14M
est: 22.23M (+265.0%)
|
24.30M
24.18M – 24.43M
+9.3% YoY
|
25.90M
25.81M – 25.98M
+6.6% YoY
|
27.07M
27.07M – 27.07M
+4.5% YoY
|
| EBIT |
-91.57M
est: -1.54M (-5,831.6%)
|
-47.41M
est: -1.66M (-2,763.4%)
|
31.99M
est: -10.68M (+399.4%)
|
43.53M
est: -10.74M (+505.4%)
|
33.73M
est: -11.83M (+385.1%)
|
-12.94M
-13.01M – -12.87M
-9.3% YoY
|
-13.79M
-13.83M – -13.74M
-6.6% YoY
|
-14.41M
-14.41M – -14.41M
-4.5% YoY
|
| Net Income |
-108.66M
est: -17.41M (-524.3%)
|
-48.73M
est: 23.10M (-311.0%)
|
13.95M
est: 20.62M (-32.3%)
|
29.96M
est: 96.10M (-68.8%)
|
15.43M
est: 121.52M (-87.3%)
|
137.32M
119.25M – 155.39M
+13.0% YoY
|
155.27M
136.08M – 174.46M
+13.1% YoY
|
161.20M
131.90M – 190.50M
+3.8% YoY
|
| SGA |
385.87M
est: 311.46M (+23.9%)
|
379.94M
est: 334.07M (+13.7%)
|
317.22M
est: 374.61M (-15.3%)
|
316.62M
est: 376.51M (-15.9%)
|
405.50M
est: 414.94M (-2.3%)
|
453.66M
451.41M – 456.09M
+9.3% YoY
|
483.45M
481.88M – 485.03M
+6.6% YoY
|
505.34M
505.33M – 505.36M
+4.5% YoY
|
| EPS |
-0.55
est: -0.10 (-477.8%)
|
-0.25
est: 0.13 (-298.2%)
|
0.07
est: 0.11 (-34.3%)
|
0.17
est: 0.52 (-67.0%)
|
0.09
est: 0.64 (-86.5%)
|
0.73
0.65 – 0.84
+14.9% YoY
|
0.83
0.74 – 0.94
+13.3% YoY
|
0.89
0.71 – 1.03
+7.1% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | B- | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-11 | B- | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-08 | B- | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-07 | B- | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-06 | B- | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-05 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-01 | B- | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-30 | B- | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-29 | B- | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-28 | B- | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-27 | B- | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-24 | B- | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-23 | B- | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-22 | B- | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-21 | B- | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-20 | B- | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-17 | B- | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-16 | B- | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
156.00M
OE per share TTM
0.86
Owner's Yield
14.21%
Maintenance CapEx ratio
368.10%
Maint CapEx / Avg PPE
9.5%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
53
Total invested
29.52M
Insider transactions (90d)
0
Beneficial owners (>5%)
22
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | LucasZoom, LLC | 38.01M | 19.30% | — | 38.01M | — | 38.01M | OO | Delaware | 2022-02-15 | ↗ |
| 2 | Lucazoom S.a.r.l. | 38.01M | 19.30% | — | 38.01M | — | 38.01M | OO | Delaware | 2022-02-15 | ↗ |
| 3 | Permira V GP L.P. | 38.01M | 19.30% | — | 38.01M | — | — | PN | Delaware | 2022-02-15 | ↗ |
| 4 | Permira V GP Limited | 38.01M | 19.30% | — | 38.01M | — | 38.01M | CO | Delaware | 2022-02-15 | ↗ |
| 5 | Permira V L.P.2 | 38.01M | 19.30% | — | 38.01M | — | 38.01M | PN | Delaware | 2022-02-15 | ↗ |
| 6 | Francisco Partners GP V Management, LLC | 28.63M | 14.50% | — | 28.63M | — | — | OO | Cayman Islands | 2022-02-14 | ↗ |
| 7 | Francisco Partners GP V, L.P. | 28.63M | 14.50% | — | 28.63M | — | — | PN | Cayman Islands | 2022-02-14 | ↗ |
| 8 | Francisco Partners Management, L.P. | 28.63M | 14.50% | — | 28.63M | — | — | PN | Cayman Islands | 2022-02-14 | ↗ |
| 9 | FPLZ I, L.P. | 23.85M | 12.10% | — | 23.85M | — | — | PN | Cayman Islands | 2022-02-14 | ↗ |
| 10 | The Vanguard Group - 23-1945930 | 15.78M | 8.40% | — | 214.8K | 15.45M | 331.7K | IA | Pennsylvania | 2024-02-13 | ↗ |
| 11 | Technology Crossover Management IX, Ltd. | 14.30M | 7.30% | 14.30M | — | 14.30M | — | OO | Cayman Islands | 2022-02-14 | ↗ |
| 12 | Institutional Venture Partners XIII, L.P. | 12.94M | 6.60% | — | 12.94M | — | 12.94M | PN | United States America | 2022-02-14 | ↗ |
| 13 | T. ROWE PRICE ASSOCIATES, INC. | 11.40M | 5.70% | 3.50M | — | 11.40M | — | IA | Maryland | 2022-02-14 | ↗ |
| 14 | Bryant Stibel Growth, LLC | 10.63M | 5.40% | — | 10.63M | — | 10.63M | CO | Delaware | 2022-02-22 | ↗ |
| 15 | (1)Names of reporting persons. BlackRock, Inc. | 10.62M | 5.70% | 10.50M | — | 10.62M | — | HC | Delaware | 2024-02-02 | ↗ |
| 16 | (1) BlackRock, Inc. | 10.20M | 5.80% | — | — | 10.20M | — | HC | Delaware | 2024-10-24 | ↗ |
| 17 | TCV IX, L.P. | 10.12M | 5.10% | 10.12M | — | 10.12M | — | PN | Cayman Islands | 2022-02-14 | ↗ |
| 18 | FPLZ II, L.P. | 4.77M | 2.40% | — | 4.77M | — | — | PN | Cayman Islands | 2022-02-14 | ↗ |
| 19 | TCV IX (A), L.P. | 1.71M | 0.90% | 1.71M | — | 1.71M | — | PN | Cayman Islands | 2022-02-14 | ↗ |
| 20 | TCV IX (A) Opportunities, L.P. | 1.14M | 0.60% | 1.14M | — | 1.14M | — | PN | Cayman Islands | 2022-02-14 | ↗ |
| 21 | TCV Member Fund, L.P. | 782.8K | 0.40% | 782.8K | — | 782.8K | — | PN | Cayman Islands | 2022-02-14 | ↗ |
| 22 | TCV IX (B), L.P. | 540.6K | 0.30% | 540.6K | — | 540.6K | — | PN | Cayman Islands | 2022-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
53
-190 vs prev Q
New positions
15
Closed positions
196
Increased
25
Reduced
19
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 | FRANCISCO PARTNERS MANAGEMENT, LP | 28.63M +— (+0.0%) | 284.25M -12.9M (-4.3%) | 15.90% +0.072 pp | 61.66% +9.851 pp | USD37.85 -73.8% | 19 qtrs — |
| 2 | VANGUARD GROUP INC | 18.35M -1.7M (-8.6%) | 182.17M -26.2M (-12.6%) | 10.19% -0.908 pp | 0.00% -0.001 pp | USD11.56 -14.1% | 19 qtrs — |
| 3 | TECHNOLOGY CROSSOVER MANAGEMENT IX, LTD. | 16.40M +— (+0.0%) | 162.82M -7.4M (-4.3%) | 9.11% +0.041 pp | 14.44% +1.020 pp | USD26.72 -62.8% | 19 qtrs — |
| 4 | BLACKROCK, INC. | 11.43M +186.3K (+1.7%) | 113.47M -3.2M (-2.7%) | 6.35% +0.132 pp | 0.00% 0.000 pp | USD6.91 +43.7% | 6 qtrs — |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 5.05M -258.3K (-4.9%) | 50.16M -5.0M (-9.0%) | 2.81% -0.130 pp | 0.08% +0.005 pp | USD9.08 +9.4% | 17 qtrs — |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4.38M -23.4K (-0.5%) | 43.54M -2.2M (-4.8%) | 2.44% -0.002 pp | 0.03% -0.003 pp | USD8.81 +12.7% | 9 qtrs — |
| 7 | GOLDMAN SACHS GROUP INC | 3.73M +2.3M (+165.3%) | 37.04M +22.4M (+153.8%) | 2.07% +1.295 pp | 0.00% +0.003 pp | USD9.39 +5.8% | 19 qtrs — |
| 8 | BOSTON PARTNERS | 3.62M +1.6M (+81.0%) | 36.05M +15.4M (+74.3%) | 2.01% +0.905 pp | 0.04% +0.016 pp | USD10.18 -2.5% | 2 qtrs — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 3.02M +340.8K (+12.7%) | 30.01M +2.2M (+7.8%) | 1.68% +0.196 pp | 0.01% +0.000 pp | USD9.95 -0.2% | 11 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 3.00M +110.0K (+3.8%) | 29.81M -208.1K (-0.7%) | 1.67% +0.068 pp | 0.00% 0.000 pp | USD12.82 -22.5% | 19 qtrs — |
| 11 | FRANKLIN RESOURCES INC | 2.75M -574.9K (-17.3%) | 27.33M -7.2M (-20.9%) | 1.53% -0.311 pp | 0.01% -0.002 pp | USD14.38 -30.9% | 18 qtrs — |
| 12 | MORGAN STANLEY | 2.72M +520.8K (+23.7%) | 26.96M +4.2M (+18.4%) | 1.51% +0.295 pp | 0.00% +0.000 pp | USD9.27 +7.1% | 19 qtrs — |
| 13 | STATE STREET CORP | 2.66M +43.8K (+1.7%) | 26.40M -741.5K (-2.7%) | 1.48% +0.031 pp | 0.00% 0.000 pp | USD12.30 -19.3% | 18 qtrs — |
| 14 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2.63M +500.8K (+23.6%) | 26.09M +4.0M (+18.2%) | 1.46% +0.284 pp | 1.52% +0.244 pp | USD9.31 +6.7% | 4 qtrs — |
| 15 | AQR CAPITAL MANAGEMENT LLC | 2.58M +491.1K (+23.5%) | 25.64M +3.9M (+18.1%) | 1.43% +0.278 pp | 0.01% -0.001 pp | USD9.32 +6.5% | 13 qtrs — |
| 16 | ARARAT CAPITAL MANAGEMENT LP | 1.88M +159.9K (+9.3%) | 18.62M +815.9K (+4.6%) | 1.04% +0.093 pp | 9.17% -0.372 pp | USD9.89 +0.4% | 16 qtrs — |
| 17 | TABOR ASSET MANAGEMENT, LP | 1.76M +528.7K (+42.8%) | 17.51M +4.7M (+36.6%) | 0.98% +0.297 pp | 7.07% -0.666 pp | USD10.05 -1.2% | 11 qtrs — |
| 18 | PRICE T ROWE ASSOCIATES INC /MD/ | 1.75M -704.9K (-28.8%) | 17.33M -8.1M (-31.9%) | 0.97% -0.385 pp | 0.00% -0.001 pp | USD10.44 -4.9% | 19 qtrs — |
| 19 | NUVEEN, LLC | 1.70M +242.8K (+16.6%) | 16.93M +1.8M (+11.6%) | 0.95% +0.139 pp | 0.00% +0.000 pp | USD8.80 +12.8% | 4 qtrs — |
| 20 | QUBE RESEARCH & TECHNOLOGIES LTD | 1.60M -479.0K (-23.0%) | 15.89M -5.7M (-26.4%) | 0.89% -0.261 pp | 0.02% -0.006 pp | USD9.02 +10.1% | 4 qtrs — |
| 21 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 1.60M -146.9K (-8.4%) | 15.86M -2.2M (-12.4%) | 0.89% -0.077 pp | 1.31% -0.171 pp | USD10.38 -4.3% | 2 qtrs — |
| 22 | INVENOMIC CAPITAL MANAGEMENT LP | 1.59M +305.3K (+23.8%) | 15.76M +2.5M (+18.4%) | 0.88% +0.173 pp | 0.73% +0.090 pp | USD9.30 +6.8% | 4 qtrs — |
| 23 | ACADIAN ASSET MANAGEMENT LLC | 1.57M -405.0K (-20.5%) | 15.56M -4.9M (-24.0%) | 0.87% -0.220 pp | 0.03% -0.010 pp | USD9.23 +7.6% | 11 qtrs — |
| 24 | JPMORGAN CHASE & CO | 1.30M -874.8K (-40.3%) | 12.86M -9.7M (-42.9%) | 0.72% -0.480 pp | 0.00% -0.001 pp | USD9.42 +5.4% | 19 qtrs — |
| 25 | D. E. SHAW & CO., INC. | 1.18M -547.0K (-31.6%) | 11.74M -6.2M (-34.6%) | 0.66% -0.299 pp | 0.01% -0.004 pp | USD10.32 -3.8% | 13 qtrs — |
| 26 | MAN GROUP PLC | 1.16M +153.0K (+15.2%) | 11.49M +1.1M (+10.2%) | 0.64% +0.088 pp | 0.02% +0.001 pp | USD10.06 -1.3% | 18 qtrs — |
| 27 | NORTHERN TRUST CORP | 1.09M +9.3K (+0.9%) | 10.78M -391.8K (-3.5%) | 0.60% +0.008 pp | 0.00% 0.000 pp | USD11.86 -16.3% | 18 qtrs — |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.07M -51.1K (-4.6%) | 10.58M -1.0M (-8.7%) | 0.59% -0.026 pp | 0.00% 0.000 pp | USD11.21 -11.4% | 18 qtrs — |
| 29 | NORGES BANK | 1.06M +1.1M (+100.0%) | 10.53M +10.5M (+100.0%) | 0.59% +0.589 pp | 0.00% +0.001 pp | USD9.93 +0.0% | 1 qtrs NEW |
| 30 | COASTAL BRIDGE ADVISORS, LLC | 1.06M -60.0K (-5.4%) | 10.48M -1.1M (-9.5%) | 0.59% -0.031 pp | 0.78% -0.096 pp | USD14.09 -29.5% | 17 qtrs — |
| 31 | HILLMAN CO | 917.3K -289.9K (-24.0%) | 9.11M -3.4M (-27.3%) | 0.51% -0.158 pp | 3.16% -0.710 pp | USD16.07 -38.2% | 17 qtrs — |
| 32 | BANK OF AMERICA CORP /DE/ | 873.4K +111.7K (+14.7%) | 8.67M +766.5K (+9.7%) | 0.49% +0.064 pp | 0.00% +0.000 pp | USD9.40 +5.6% | 18 qtrs — |
| 33 | ALLIANZ ASSET MANAGEMENT GMBH | 783.7K +718.2K (+1,096.4%) | 7.78M +7.1M (+1,044.5%) | 0.44% +0.399 pp | 0.01% +0.007 pp | USD9.71 +2.3% | 6 qtrs — |
| 34 | FIRST TRUST ADVISORS LP | 742.1K +394.9K (+113.8%) | 7.37M +3.8M (+104.5%) | 0.41% +0.220 pp | 0.01% +0.003 pp | USD9.64 +3.0% | 4 qtrs — |
| 35 | HILLSDALE INVESTMENT MANAGEMENT INC. | 718.3K +51.3K (+7.7%) | 7.13M +209.2K (+3.0%) | 0.40% +0.030 pp | 0.20% -0.012 pp | USD10.20 -2.6% | 10 qtrs — |
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 709.5K +121.0K (+20.6%) | 7.05M +936.7K (+15.3%) | 0.39% +0.069 pp | 0.00% +0.000 pp | USD10.44 -4.9% | 18 qtrs — |
| 37 | ALGERT GLOBAL LLC | 686.8K -438.7K (-39.0%) | 6.82M -4.9M (-41.6%) | 0.38% -0.241 pp | 0.11% -0.089 pp | USD9.00 +10.3% | 12 qtrs — |
| 38 | UBS GROUP AG | 613.5K +287.1K (+87.9%) | 6.09M +2.7M (+79.8%) | 0.34% +0.160 pp | 0.00% +0.001 pp | USD9.07 +9.5% | 18 qtrs — |
| 39 | PACER ADVISORS, INC. | 603.2K +48.9K (+8.8%) | 5.99M +236.1K (+4.1%) | 0.34% +0.029 pp | 0.02% +0.001 pp | USD8.99 +10.5% | 3 qtrs — |
| 40 | DEUTSCHE BANK AG\ | 586.8K -384.6K (-39.6%) | 5.83M -4.3M (-42.2%) | 0.33% -0.211 pp | 0.00% -0.002 pp | USD9.09 +9.2% | 15 qtrs — |
| 41 | TREXQUANT INVESTMENT LP | 553.4K -240.8K (-30.3%) | 5.50M -2.7M (-33.3%) | 0.31% -0.132 pp | 0.05% -0.036 pp | USD9.75 +1.8% | 17 qtrs — |
| 42 | VICTORY CAPITAL MANAGEMENT INC | 552.5K +85.4K (+18.3%) | 5.49M +637.4K (+13.1%) | 0.31% +0.049 pp | 0.00% +0.000 pp | USD8.99 +10.5% | 9 qtrs — |
| 43 | CITIZENS FINANCIAL GROUP INC/RI | 547.2K +642.0 (+0.1%) | 5.43M -239.6K (-4.2%) | 0.30% +0.002 pp | 0.07% -0.005 pp | USD8.91 +11.4% | 6 qtrs — |
| 44 | SG AMERICAS SECURITIES, LLC | 534.1K +534.1K (+100.0%) | 5.30M +5.3M (+100.0%) | 0.30% +0.297 pp | 0.01% +0.007 pp | USD9.93 +0.0% | 15 qtrs — |
| 45 | IEQ CAPITAL, LLC | 525.3K +53.1K (+11.2%) | 5.22M +314.5K (+6.4%) | 0.29% +0.031 pp | 0.02% +0.001 pp | USD10.85 -8.5% | 17 qtrs — |
| 46 | LAZARD ASSET MANAGEMENT LLC | 513.2K -610.1K (-54.3%) | 5.10M -6.6M (-56.3%) | 0.29% -0.336 pp | 0.01% -0.007 pp | USD8.90 +11.6% | 13 qtrs — |
| 47 | VOYA INVESTMENT MANAGEMENT LLC | 503.4K +96.6K (+23.7%) | 5.00M +776.1K (+18.4%) | 0.28% +0.055 pp | 0.00% +0.001 pp | USD10.15 -2.2% | 15 qtrs — |
| 48 | MAVERICK CAPITAL LTD | 496.0K +496.0K (+100.0%) | 4.93M +4.9M (+100.0%) | 0.28% +0.276 pp | 0.05% +0.053 pp | USD9.93 +0.0% | 1 qtrs NEW |
| 49 | JACOBS LEVY EQUITY MANAGEMENT, INC | 495.6K -348.3K (-41.3%) | 4.92M -3.8M (-43.8%) | 0.28% -0.191 pp | 0.02% -0.016 pp | USD9.29 +6.9% | 13 qtrs — |
| 50 | HAWK RIDGE CAPITAL MANAGEMENT LP | 494.8K +— (+0.0%) | 4.91M -222.7K (-4.3%) | 0.27% +0.001 pp | 0.23% -0.018 pp | USD12.12 -18.1% | 17 qtrs — |
| 51 | POINT72 ASSET MANAGEMENT, L.P. | 462.1K +462.1K (+100.0%) | 4.59M +4.6M (+100.0%) | 0.26% +0.257 pp | 0.01% +0.005 pp | USD9.93 +0.0% | 1 qtrs NEW |
| 52 | BANK OF NEW YORK MELLON CORP | 453.0K -2.4K (-0.5%) | 4.50M -228.7K (-4.8%) | 0.25% 0.000 pp | 0.00% 0.000 pp | USD12.76 -22.2% | 18 qtrs — |
| 53 | AMERICAN CENTURY COMPANIES INC | 432.5K -85.1K (-16.4%) | 4.30M -1.1M (-20.1%) | 0.24% -0.046 pp | 0.00% -0.001 pp | USD9.58 +3.7% | 10 qtrs — |
| 54 | CAPITAL FUND MANAGEMENT S.A. | 403.9K +403.9K (+100.0%) | 4.01M +4.0M (+100.0%) | 0.22% +0.224 pp | 0.01% +0.011 pp | USD9.93 +0.0% | 1 qtrs NEW |
| 55 | JANUS HENDERSON GROUP PLC | 402.5K -793.4K (-66.3%) | 4.00M -8.4M (-67.8%) | 0.22% -0.438 pp | 0.00% -0.004 pp | USD10.17 -2.4% | 11 qtrs — |
| 56 | HARBOR CAPITAL ADVISORS, INC. | 389.7K +50.0K (+14.7%) | 3.87M +343.0K (+9.7%) | 0.22% +0.029 pp | 0.30% +0.026 pp | USD8.90 +11.6% | 4 qtrs — |
| 57 | AMERIPRISE FINANCIAL INC | 386.1K -503.3K (-56.6%) | 3.83M -5.4M (-58.5%) | 0.21% -0.277 pp | 0.00% -0.001 pp | USD9.04 +9.8% | 19 qtrs — |
| 58 | SEI INVESTMENTS CO | 369.6K +45.4K (+14.0%) | 3.67M +305.3K (+9.1%) | 0.21% +0.026 pp | 0.00% +0.000 pp | USD8.89 +11.7% | 5 qtrs — |
| 59 | AVORY & COMPANY, LLC | 358.3K -18.1K (-4.8%) | 3.56M -349.2K (-8.9%) | 0.20% -0.009 pp | 2.28% -0.077 pp | USD8.62 +15.2% | 4 qtrs — |
| 60 | BALYASNY ASSET MANAGEMENT L.P. | 348.3K +334.9K (+2,496.4%) | 3.46M +3.3M (+2,383.8%) | 0.19% +0.186 pp | 0.00% +0.004 pp | USD9.95 -0.2% | 13 qtrs — |
| 61 | Y-INTERCEPT (HONG KONG) LTD | 331.4K +44.9K (+15.7%) | 3.29M +317.1K (+10.7%) | 0.18% +0.026 pp | 0.07% +0.002 pp | USD9.05 +9.7% | 11 qtrs — |
| 62 | RICE HALL JAMES & ASSOCIATES, LLC | 325.2K -2.0K (-0.6%) | 3.23M -167.0K (-4.9%) | 0.18% 0.000 pp | 0.18% -0.007 pp | USD10.38 -4.3% | 2 qtrs — |
| 63 | BRIDGEWATER ASSOCIATES, LP | 284.4K +123.7K (+77.0%) | 2.82M +1.2M (+69.3%) | 0.16% +0.069 pp | 0.01% +0.004 pp | USD10.18 -2.5% | 2 qtrs — |
| 64 | ESSEX INVESTMENT MANAGEMENT CO LLC | 267.9K -6.5K (-2.4%) | 2.66M -188.1K (-6.6%) | 0.15% -0.003 pp | 0.41% -0.030 pp | USD8.96 +10.8% | 3 qtrs — |
| 65 | BARCLAYS PLC | 261.0K +36.2K (+16.1%) | 2.59M +1.2M (+81.6%) | 0.14% +0.021 pp | 0.00% +0.000 pp | USD8.21 +21.0% | 19 qtrs — |
| 66 | JUPITER ASSET MANAGEMENT LTD | 231.8K +166.6K (+255.5%) | 2.30M +1.6M (+240.1%) | 0.13% +0.093 pp | 0.02% +0.013 pp | USD10.06 -1.3% | 2 qtrs — |
| 67 | SWISS NATIONAL BANK | 231.0K +2.7K (+1.2%) | 2.29M -75.9K (-3.2%) | 0.13% +0.002 pp | 0.00% +0.000 pp | USD11.72 -15.3% | 11 qtrs — |
| 68 | SQUAREPOINT OPS LLC | 230.9K +230.9K (+100.0%) | 2.29M +2.3M (+100.0%) | 0.13% +0.128 pp | 0.00% +0.002 pp | USD9.93 +0.0% | 1 qtrs NEW |
| 69 | MAINSTREAM CAPITAL MANAGEMENT LLC | 225.0K +— (+0.0%) | 2.23M -101.3K (-4.3%) | 0.13% +0.001 pp | 1.46% -0.090 pp | USD6.35 +56.4% | 6 qtrs — |
| 70 | INVESCO LTD. | 224.6K +33.5K (+17.6%) | 2.23M +247.1K (+12.5%) | 0.12% +0.019 pp | 0.00% +0.000 pp | USD10.33 -3.9% | 18 qtrs — |
| 71 | CITADEL ADVISORS LLC | 216.7K -5.3K (-2.4%) | 2.15M -152.5K (-6.6%) | 0.12% -0.002 pp | 0.00% +0.000 pp | USD10.37 -4.2% | 18 qtrs — |
| 72 | RUSSELL INVESTMENTS GROUP, LTD. | 213.2K -78.3K (-26.9%) | 2.13M -954.6K (-30.9%) | 0.12% -0.043 pp | 0.00% -0.001 pp | USD9.16 +8.4% | 13 qtrs — |
| 73 | MACKENZIE FINANCIAL CORP | 206.5K +33.7K (+19.5%) | 2.08M +288.1K (+16.1%) | 0.11% +0.019 pp | 0.00% +0.000 pp | USD8.26 +20.2% | 6 qtrs — |
| 74 | EDGESTREAM PARTNERS, L.P. | 207.2K +175.7K (+558.2%) | 2.06M +1.7M (+529.7%) | 0.12% +0.098 pp | 0.06% +0.048 pp | USD10.00 -0.7% | 2 qtrs — |
| 75 | BEACON POINTE ADVISORS, LLC | 206.5K +206.5K (+100.0%) | 2.05M +2.1M (+100.0%) | 0.11% +0.115 pp | 0.01% +0.014 pp | USD9.93 +0.0% | 1 qtrs NEW |
| 76 | UBS ASSET MANAGEMENT AMERICAS INC | 202.0K -8.6K (-4.1%) | 2.01M -180.6K (-8.3%) | 0.11% -0.004 pp | 0.00% 0.000 pp | USD9.51 +4.4% | 10 qtrs — |
| 77 | TUDOR INVESTMENT CORP ET AL | 196.3K -299.0K (-60.4%) | 1.95M -3.2M (-62.1%) | 0.11% -0.165 pp | 0.00% -0.005 pp | USD8.68 +14.4% | 4 qtrs — |
| 78 | JANE STREET GROUP, LLC | 189.5K -2.5M (-93.0%) | 1.88M -26.4M (-93.3%) | 0.11% -1.401 pp | 0.00% -0.004 pp | USD10.40 -4.5% | 19 qtrs — |
| 79 | RHUMBLINE ADVISERS | 180.9K -20.6K (-10.2%) | 1.80M -295.1K (-14.1%) | 0.10% -0.011 pp | 0.00% 0.000 pp | USD11.69 -15.1% | 18 qtrs — |
| 80 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 166.2K +90.8K (+120.4%) | 1.65M +867.3K (+110.8%) | 0.09% +0.051 pp | 0.00% +0.001 pp | USD9.27 +7.1% | 5 qtrs — |
| 81 | ROUND ROCK ADVISORS, LLC | 159.6K +61.4K (+62.6%) | 1.58M +561.6K (+54.9%) | 0.09% +0.034 pp | 0.24% +0.076 pp | USD10.21 -2.7% | 2 qtrs — |
| 82 | CWM, LLC | 154.9K +34.9K (+29.0%) | 1.54M +292.0K (+23.4%) | 0.09% +0.020 pp | 0.00% +0.000 pp | USD9.29 +6.9% | 13 qtrs — |
| 83 | PRINCIPAL FINANCIAL GROUP INC | 148.9K +46.1K (+44.9%) | 1.48M +412.0K (+38.6%) | 0.08% +0.026 pp | 0.00% +0.000 pp | USD9.33 +6.4% | 15 qtrs — |
| 84 | ALLIANCEBERNSTEIN L.P. | 148.5K -275.1K (-64.9%) | 1.47M -2.9M (-66.5%) | 0.08% -0.152 pp | 0.00% -0.001 pp | USD10.59 -6.2% | 17 qtrs — |
| 85 | VERITION FUND MANAGEMENT LLC | 148.0K -70.0K (-32.1%) | 1.47M -793.6K (-35.1%) | 0.08% -0.038 pp | 0.01% -0.004 pp | USD8.84 +12.3% | 11 qtrs — |
| 86 | CAPTRUST FINANCIAL ADVISORS | 141.4K +88.6K (+167.4%) | 1.40M +855.6K (+155.8%) | 0.08% +0.049 pp | 0.00% +0.002 pp | USD9.51 +4.4% | 4 qtrs — |
| 87 | LEGAL & GENERAL GROUP PLC | 140.5K -2.7K (-1.9%) | 1.39M -90.9K (-6.1%) | 0.08% -0.001 pp | 0.00% +0.000 pp | USD10.82 -8.2% | 19 qtrs — |
| 88 | WELLS FARGO & COMPANY/MN | 139.5K +45.8K (+49.0%) | 1.38M +413.0K (+42.5%) | 0.08% +0.026 pp | 0.00% +0.000 pp | USD10.37 -4.2% | 19 qtrs — |
| 89 | MARINER, LLC | 133.9K +44.8K (+50.3%) | 1.33M +407.2K (+44.0%) | 0.07% +0.025 pp | 0.00% +0.000 pp | USD8.63 +15.1% | 11 qtrs — |
| 90 | CANADA PENSION PLAN INVESTMENT BOARD | 122.9K +117.7K (+2,263.5%) | 1.22M +1.2M (+2,161.0%) | 0.07% +0.065 pp | 0.00% +0.001 pp | USD9.89 +0.4% | 6 qtrs — |
| 91 | TWO SIGMA ADVISERS, LP | 120.1K +800.0 (+0.7%) | 1.19M -45.7K (-3.7%) | 0.07% +0.001 pp | 0.00% 0.000 pp | USD7.45 +33.3% | 17 qtrs — |
| 92 | QUANTINNO CAPITAL MANAGEMENT LP | 118.6K +29.7K (+33.4%) | 1.18M +254.6K (+27.6%) | 0.07% +0.017 pp | 0.00% 0.000 pp | USD9.25 +7.4% | 4 qtrs — |
| 93 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 110.9K +929.0 (+0.8%) | 1.10M -40.3K (-3.5%) | 0.06% +0.001 pp | 0.00% 0.000 pp | USD12.75 -22.1% | 18 qtrs — |
| 94 | CERITY PARTNERS LLC | 108.6K +18.1K (+19.9%) | 1.08M +138.6K (+14.7%) | 0.06% +0.010 pp | 0.00% +0.000 pp | USD9.05 +9.7% | 5 qtrs — |
| 95 | WALLEYE CAPITAL LLC | 108.1K -972.3K (-90.0%) | 1.07M -10.1M (-90.4%) | 0.06% -0.537 pp | 0.00% -0.039 pp | USD10.07 -1.4% | 11 qtrs — |
| 96 | HUSSMAN STRATEGIC ADVISORS, INC. | 105.0K +105.0K (+100.0%) | 1.04M +1.0M (+100.0%) | 0.06% +0.058 pp | 0.25% +0.252 pp | USD9.93 +0.0% | 1 qtrs NEW |
| 97 | OAK HARVEST INVESTMENT SERVICES | 100.0K +— (+0.0%) | 993.0K -45.0K (-4.3%) | 0.06% +0.000 pp | 0.11% -0.013 pp | USD7.79 +27.5% | 5 qtrs — |
| 98 | RBF CAPITAL, LLC | 100.0K +— (+0.0%) | 993.0K -45.0K (-4.3%) | 0.06% +0.000 pp | 0.04% -0.002 pp | USD6.59 +50.7% | 14 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 130 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Avory Foundational ETF AVRY | 2.84% | 1.54M | 0.89% |
| 2 | Xtrackers - MSCI Pakistan Swap UCITS ETF XBAK.L | 1.47% | 340.5K | 0.85% |
| 3 | VictoryShares Small Cap Free Cash Flow ETF SFLO | 0.67% | 4.25M | 0.56% |
| 4 | Pacer US Small Cap Cash Cows Growth Leaders ETF CAFG | 0.52% | 158.2K | 0.59% |
| 5 | Invesco S&P SmallCap Industrials ETF PSCI | 0.26% | 483.1K | 0.29% |
| 6 | Pacer US Small Cap Cash Cows ETF CALF | 0.18% | 6.41M | 0.59% |
| 7 | Harbor Human Capital Factor US Small Cap ETF HAPS | 0.16% | 270.8K | 0.61% |
| 8 | Principal U.S. Small-Cap Multi-Factor ETF PSC | 0.14% | 1.78M | 0.38% |
| 9 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.13% | 68.7K | 0.35% |
| 10 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.12% | 1.25M | 0.20% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.33
Bearish
Ratio by volume
0.07
Bearish
Buys
2
Sells
6
Shares acquired
15.0K
Shares disposed
217.2K
Cash buys
—
Cash sales
2.00
Net activity
-202,258
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-07 | Watson Noel Bertram | Officer | A-Award | A | Common Stock | 656,488 | 0.00 | — | 2,137,348 | D | ↗ |
| 2026-03-07 | Thomas Charles C. | Officer | A-Award | A | Common Stock | 39,694 | 0.00 | — | 155,857 | D | ↗ |
| 2026-03-07 | Stibel Jeffrey M | Director / Officer | A-Award | A | Common Stock | 622,900 | 0.00 | — | 2,830,609 | D | ↗ |
| 2026-03-07 | Miller Nicole | Officer | A-Award | A | Common Stock | 372,137 | 0.00 | — | 1,185,170 | D | ↗ |
| 2026-02-26 | Miller Nicole | Officer | S-Sale | D | Common Stock | 23,325 | 6.63 | 154.6K | 813,033 | D | ↗ |
| 2026-02-18 | Watson Noel Bertram | Officer | S-Sale | D | Common Stock | 15,000 | 6.96 | 104.4K | 1,480,860 | D | ↗ |
| 2026-02-15 | Watson Noel Bertram | Officer | F-InKind | D | Common Stock | 55,722 | 6.87 | 382.8K | 1,495,860 | D | ↗ |
| 2026-02-15 | Thomas Charles C. | Officer | F-InKind | D | Common Stock | 12,549 | 6.87 | 86.2K | 116,163 | D | ↗ |
| 2026-02-15 | Stibel Jeffrey M | Director / Officer | F-InKind | D | Common Stock | 78,357 | 6.87 | 538.3K | 2,207,709 | D | ↗ |
| 2026-02-15 | Miller Nicole | Officer | F-InKind | D | Common Stock | 32,269 | 6.87 | 221.7K | 836,358 | D | ↗ |
| 2026-01-15 | Murphy John Francis | Director | A-Award | A | Common Stock | 8,297 | 10.12 | 84.0K | 78,250 | D | ↗ |
| 2026-01-15 | Gooden Nathan | Director | A-Award | A | Common Stock | 6,667 | 10.12 | 67.5K | 77,151 | D | ↗ |
| 2025-11-18 | Watson Noel Bertram | Officer | S-Sale | D | Common Stock | 15,000 | 9.56 | 143.5K | 1,551,582 | D | ↗ |
| 2025-11-18 | Miller Nicole | Officer | S-Sale | D | Common Stock | 23,506 | 9.63 | 226.4K | 868,627 | D | ↗ |
| 2025-11-15 | Watson Noel Bertram | Officer | F-InKind | D | Common Stock | 318,901 | 10.01 | 3.19M | 1,566,582 | D | ↗ |
| 2025-11-15 | Stibel Jeffrey M | Director / Officer | F-InKind | D | Common Stock | 656,196 | 10.01 | 6.57M | 2,286,066 | D | ↗ |
| 2025-11-15 | Miller Nicole | Officer | F-InKind | D | Common Stock | 203,571 | 10.01 | 2.04M | 892,133 | D | ↗ |
| 2025-09-17 | Watson Noel Bertram | Officer | A-Award | A | Common Stock | 208,031 | 0.00 | — | 1,884,457 | D | ↗ |
| 2025-09-17 | Stibel Jeffrey M | Director / Officer | M-Exempt | A | Common Stock | 455,861 | 0.00 | — | 2,942,262 | D | ↗ |
| 2025-09-17 | Miller Nicole | Officer | M-Exempt | A | Common Stock | 135,672 | 0.00 | — | 1,095,704 | D | ↗ |
| 2025-08-25 | Watson Noel Bertram | Officer | S-Sale | D | Common Stock | 27,319 | 11.07 | 302.5K | 1,676,426 | D | ↗ |
| 2025-08-22 | Watson Noel Bertram | Officer | S-Sale | D | Common Stock | 18,136 | 11.03 | 200.1K | 1,703,745 | D | ↗ |
| 2025-08-19 | Miller Nicole | Officer | S-Sale | D | Common Stock | 25,154 | 10.82 | 272.2K | 960,032 | D | ↗ |
| 2025-08-18 | Watson Noel Bertram | Officer | S-Sale | D | Common Stock | 15,000 | 10.81 | 162.1K | 1,721,881 | D | ↗ |
| 2025-08-15 | Watson Noel Bertram | Officer | F-InKind | D | Common Stock | 56,216 | 10.72 | 602.6K | 1,736,881 | D | ↗ |
| 2025-08-15 | Stibel Jeffrey M | Director / Officer | F-InKind | D | Common Stock | 77,479 | 10.72 | 830.6K | 2,486,401 | D | ↗ |
| 2025-08-15 | Miller Nicole | Officer | F-InKind | D | Common Stock | 33,035 | 10.72 | 354.1K | 985,186 | D | ↗ |
| 2025-08-12 | Murphy John Francis | Director | S-Sale | D | Common Stock | 24,250 | 10.57 | 256.4K | 69,953 | D | ↗ |
| 2025-07-09 | Watson Noel Bertram | Officer | F-InKind | D | Common Stock | 48,516 | 8.97 | 435.2K | 1,793,097 | D | ↗ |
| 2025-07-09 | Miller Nicole | Officer | F-InKind | D | Common Stock | 48,516 | 8.97 | 435.2K | 1,018,221 | D | ↗ |
| 2025-06-03 | Whiteley Sivan | Director | A-Award | A | Common Stock | 22,831 | 0.00 | — | 96,380 | D | ↗ |
| 2025-06-03 | Murphy John Francis | Director | A-Award | A | Common Stock | 22,831 | 0.00 | — | 94,203 | D | ↗ |
| 2025-06-03 | Hamren Elizabeth | Director | A-Award | A | Common Stock | 22,831 | 0.00 | — | 90,080 | D | ↗ |
| 2025-06-03 | Gooden Nathan | Director | A-Award | A | Common Stock | 22,831 | 0.00 | — | 70,484 | D | ↗ |
| 2025-05-15 | Watson Noel Bertram | Officer | F-InKind | D | Common Stock | 56,213 | 9.20 | 517.2K | 1,841,613 | D | ↗ |
| 2025-05-15 | Stibel Jeffrey M | Director / Officer | F-InKind | D | Common Stock | 77,479 | 9.20 | 712.8K | 2,563,880 | D | ↗ |
| 2025-05-15 | Miller Nicole | Officer | F-InKind | D | Common Stock | 33,035 | 9.20 | 303.9K | 1,066,737 | D | ↗ |
| 2025-03-06 | Thomas Charles C. | Officer | A-Award | A | Common Stock | 128,712 | 0.00 | — | 128,712 | D | ↗ |
| 2025-02-23 | Watson Noel Bertram | Officer | M-Exempt | A | Common Stock | 312,047 | 0.00 | — | 1,895,826 | D | ↗ |
| 2025-02-23 | Stibel Jeffrey M | Director / Officer | M-Exempt | D | Performance Rights (November 2024) | 683,791 | 0.00 | — | 2,963,095 | D | ↗ |
| 2025-02-23 | Miller Nicole | Officer | M-Exempt | A | Common Stock | 203,508 | 0.00 | — | 1,099,772 | D | ↗ |
| 2025-02-15 | Watson Noel Bertram | Officer | F-InKind | D | Common Stock | 25,908 | 9.18 | 237.8K | 1,583,779 | D | ↗ |
| 2025-02-15 | Stibel Jeffrey M | Director / Officer | F-InKind | D | Common Stock | 16,981 | 9.18 | 155.9K | 1,955,568 | D | ↗ |
| 2025-02-15 | Miller Nicole | Officer | F-InKind | D | Common Stock | 14,474 | 9.18 | 132.9K | 896,264 | D | ↗ |
| 2025-02-06 | Watson Noel Bertram | Officer | A-Award | A | Common Stock | 300,120 | 0.00 | — | 1,661,147 | D | ↗ |
| 2025-02-06 | Stibel Jeffrey M | Director / Officer | A-Award | A | Common Stock | 821,808 | 0.00 | — | 2,112,263 | D | ↗ |
| 2025-02-06 | Miller Nicole | Officer | F-InKind | D | Common Stock | 28,999 | 9.23 | 267.7K | 910,738 | D | ↗ |
| 2025-02-03 | Thomas Charles C. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-01-15 | Murphy John Francis | Director | A-Award | A | Common Stock | 9,785 | 7.82 | 76.5K | 71,372 | D | ↗ |
| 2025-01-15 | Gooden Nathan | Director | A-Award | A | Common Stock | 6,715 | 7.82 | 52.5K | 47,653 | D | ↗ |
| 2024-11-19 | Gooden Nathan | Director | A-Award | A | Common Stock | 14,255 | 0.00 | — | 40,938 | D | ↗ |
| 2024-11-15 | Watson Noel Bertram | Officer | A-Award | A | Performance Rights (November 2024) | 416,063 | 0.00 | — | 416,063 | D | ↗ |
| 2024-11-15 | Stibel Jeffrey M | Director / Officer | F-InKind | D | Common Stock | 16,947 | 7.73 | 131.0K | 682,641 | D | ↗ |
| 2024-11-15 | Miller Nicole | Officer | A-Award | A | Performance Rights (November 2024) | 271,345 | 0.00 | — | 271,345 | D | ↗ |
| 2024-08-29 | Stibel Jeffrey M | Director / Officer | M-Exempt | A | Common Stock | 62,112 | 0.34 | 21.3K | 6,049,906 | — | ↗ |
| 2024-08-19 | Watson Noel Bertram | Officer | A-Award | A | Common Stock | 86,206 | 0.00 | — | 986,947 | — | ↗ |
| 2024-08-15 | Watson Noel Bertram | Officer | F-InKind | D | Common Stock | 39,253 | 5.66 | 222.2K | 900,741 | — | ↗ |
| 2024-08-15 | Radhakrishna Shrisha | Officer | F-InKind | D | Common Stock | 40,113 | 5.66 | 227.0K | 1,100,200 | — | ↗ |
| 2024-08-15 | Miller Nicole | Officer | F-InKind | D | Common Stock | 14,446 | 5.66 | 81.8K | 515,592 | — | ↗ |
| 2024-07-09 | Watson Noel Bertram | Officer | A-Award | A | Common Stock | 191,082 | 0.00 | — | 939,994 | — | ↗ |
| 2024-07-09 | Stibel Jeffrey M | Director / Officer | A-Award | A | Common Stock | 5,350,318 | 0.00 | — | 5,452,763 | — | ↗ |
| 2024-07-09 | Radhakrishna Shrisha | Officer | A-Award | A | Common Stock | 191,082 | 0.00 | — | 1,140,313 | — | ↗ |
| 2024-07-09 | Miller Nicole | Officer | A-Award | A | Common Stock | 191,082 | 0.00 | — | 530,038 | — | ↗ |
| 2024-06-06 | Whiteley Sivan | Director | A-Award | A | Common Stock | 21,080 | 0.00 | — | 73,549 | — | ↗ |
| 2024-06-06 | Murphy John Francis | Director | A-Award | A | Common Stock | 21,080 | 0.00 | — | 61,587 | — | ↗ |
| 2024-06-06 | Hamren Elizabeth | Director | A-Award | A | Common Stock | 21,080 | 0.00 | — | 67,249 | — | ↗ |
| 2024-05-17 | Miller Nicole | Officer | S-Sale | D | Common Stock | 13,727 | 9.17 | 125.9K | 338,956 | — | ↗ |
| 2024-05-16 | Watson Noel Bertram | Officer | S-Sale | D | Common Stock | 25,000 | 9.44 | 236.0K | 748,912 | — | ↗ |
| 2024-05-15 | Wernikoff Daniel A | Director / Officer | F-InKind | D | Common Stock | 42,549 | 9.49 | 403.8K | 1,119,993 | — | ↗ |
| 2024-05-15 | Watson Noel Bertram | Officer | F-InKind | D | Common Stock | 39,253 | 9.49 | 372.5K | 771,912 | — | ↗ |
| 2024-05-15 | Radhakrishna Shrisha | Officer | F-InKind | D | Common Stock | 40,112 | 9.49 | 380.7K | 949,231 | — | ↗ |
| 2024-05-15 | Miller Nicole | Officer | F-InKind | D | Common Stock | 19,285 | 9.49 | 183.0K | 352,683 | — | ↗ |
| 2024-03-15 | Preece Richard | Officer | S-Sale | D | Common Stock | 9,462 | 13.17 | 124.6K | 498,519 | — | ↗ |
| 2024-03-08 | Wernikoff Daniel A | Director / Officer | A-Award | A | Common Stock | 365,853 | 0.00 | — | 1,160,542 | — | ↗ |
| 2024-03-08 | Watson Noel Bertram | Officer | A-Award | A | Common Stock | 206,881 | 0.00 | — | 811,165 | — | ↗ |
| 2024-03-08 | Radhakrishna Shrisha | Officer | A-Award | A | Common Stock | 304,878 | 0.00 | — | 987,343 | — | ↗ |
| 2024-03-08 | Miller Nicole | Officer | A-Award | A | Common Stock | 163,327 | 0.00 | — | 371,968 | — | ↗ |
| 2024-03-01 | Murphy John Francis | Director | S-Sale | D | Common Stock | 10,000 | 12.47 | 124.7K | 40,507 | — | ↗ |
| 2024-02-22 | Miller Nicole | Officer | S-Sale | D | Common Stock | 24,557 | 9.75 | 239.4K | 208,641 | — | ↗ |
| 2024-02-16 | Miller Nicole | Officer | S-Sale | D | Common Stock | 16,536 | 10.64 | 175.9K | 233,198 | — | ↗ |
| 2024-02-15 | Wernikoff Daniel A | Director / Officer | F-InKind | D | Common Stock | 83,691 | 10.76 | 900.5K | 794,689 | — | ↗ |
| 2024-02-15 | Watson Noel Bertram | Officer | F-InKind | D | Common Stock | 56,411 | 10.76 | 607.0K | 604,284 | — | ↗ |
| 2024-02-15 | Radhakrishna Shrisha | Officer | F-InKind | D | Common Stock | 57,090 | 10.76 | 614.3K | 682,465 | — | ↗ |
| 2024-02-15 | Preece Richard | Officer | F-InKind | D | Common Stock | 39,214 | 10.76 | 421.9K | 507,981 | — | ↗ |
| 2024-02-15 | Miller Nicole | Officer | F-InKind | D | Common Stock | 26,231 | 10.76 | 282.2K | 249,734 | — | ↗ |
| 2023-12-29 | Preece Richard | Officer | S-Sale | D | Common Stock | 9,462 | 12.00 | 113.5K | 547,195 | — | ↗ |
| 2023-12-11 | Miller Nicole | Officer | S-Sale | D | Common Stock | 21,528 | 10.74 | 231.2K | 275,965 | — | ↗ |
| 2023-11-29 | Preece Richard | Officer | S-Sale | D | Common Stock | 9,462 | 12.00 | 113.5K | 556,657 | — | ↗ |
| 2023-11-16 | Watson Noel Bertram | Officer | S-Sale | D | Common Stock | 25,000 | 11.17 | 279.3K | 660,695 | — | ↗ |
| 2023-11-15 | Wernikoff Daniel A | Director / Officer | F-InKind | D | Common Stock | 13,221 | 11.31 | 149.5K | 878,380 | — | ↗ |
| 2023-11-15 | Watson Noel Bertram | Officer | F-InKind | D | Common Stock | 24,403 | 11.31 | 276.0K | 685,695 | — | ↗ |
| 2023-11-15 | Radhakrishna Shrisha | Officer | F-InKind | D | Common Stock | 21,259 | 11.31 | 240.4K | 739,555 | — | ↗ |
| 2023-11-15 | Preece Richard | Officer | F-InKind | D | Common Stock | 14,951 | 11.31 | 169.1K | 566,119 | — | ↗ |
| 2023-11-15 | Miller Nicole | Officer | F-InKind | D | Common Stock | 10,011 | 11.31 | 113.2K | 297,493 | — | ↗ |
| 2023-11-13 | Patel Dipan | Director | S-Sale | D | Common Stock | 15,099,993 | 10.84 | 163.68M | 0 | — | ↗ |
| 2023-11-13 | LucasZoom LLC | Director | S-Sale | D | Common Stock | 15,099,993 | 10.84 | 163.68M | 0 | — | ↗ |
| 2023-10-19 | Patel Dipan | Director | S-Sale | D | Common Stock | 2,094,240 | 9.55 | 20.00M | 15,099,993 | — | ↗ |
| 2023-10-19 | LucasZoom LLC | Director | S-Sale | D | Common Stock | 2,094,240 | 9.55 | 20.00M | 15,099,993 | — | ↗ |
| 2023-09-11 | Patel Dipan | Director | S-Sale | D | Common Stock | 20,818,755 | 9.55 | 198.82M | 17,194,233 | — | ↗ |
| 2023-09-11 | LucasZoom LLC | Director | S-Sale | D | Common Stock | 20,818,755 | 9.55 | 198.82M | 17,194,233 | — | ↗ |
| 2023-08-15 | Wernikoff Daniel A | Director / Officer | F-InKind | D | Common Stock | 13,221 | 12.46 | 164.7K | 890,975 | — | ↗ |
| 2023-08-15 | Watson Noel Bertram | Officer | F-InKind | D | Common Stock | 31,705 | 12.46 | 395.0K | 710,098 | — | ↗ |
| 2023-08-15 | Radhakrishna Shrisha | Officer | F-InKind | D | Common Stock | 28,561 | 12.46 | 355.9K | 760,188 | — | ↗ |
| 2023-08-15 | Preece Richard | Officer | F-InKind | D | Common Stock | 22,253 | 12.46 | 277.3K | 581,070 | — | ↗ |
| 2023-08-15 | Miller Nicole | Officer | F-InKind | D | Common Stock | 11,836 | 12.46 | 147.5K | 307,504 | — | ↗ |
| 2023-06-06 | Whiteley Sivan | Director | A-Award | A | Common Stock | 20,010 | 0.00 | — | 52,469 | — | ↗ |
| 2023-06-06 | Murphy John Francis | Director | A-Award | A | Common Stock | 20,010 | 0.00 | — | 50,507 | — | ↗ |
| 2023-06-06 | Hamren Elizabeth | Director | A-Award | A | Common Stock | 20,010 | 0.00 | — | 46,169 | — | ↗ |
| 2023-05-15 | Wernikoff Daniel A | Director / Officer | F-InKind | D | Common Stock | 13,222 | 10.65 | 140.8K | 904,196 | — | ↗ |
| 2023-05-15 | Watson Noel Bertram | Officer | F-InKind | D | Common Stock | 21,968 | 10.65 | 234.0K | 741,803 | — | ↗ |
| 2023-05-15 | Radhakrishna Shrisha | Officer | F-InKind | D | Common Stock | 18,825 | 10.65 | 200.5K | 788,749 | — | ↗ |
| 2023-05-15 | Preece Richard | Officer | F-InKind | D | Common Stock | 12,516 | 10.65 | 133.3K | 603,323 | — | ↗ |
| 2023-05-15 | Miller Nicole | Officer | F-InKind | D | Common Stock | 9,402 | 10.65 | 100.1K | 319,340 | — | ↗ |
| 2023-03-18 | Wernikoff Daniel A | Director / Officer | A-Award | A | Common Stock | 550,795 | 0.00 | — | 915,418 | — | ↗ |
| 2023-03-18 | Watson Noel Bertram | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 611,995 | 8.39 | 5.13M | 611,995 | — | ↗ |
| 2023-03-18 | Radhakrishna Shrisha | Officer | A-Award | A | Common Stock | 275,397 | 0.00 | — | 805,574 | — | ↗ |
| 2023-03-18 | Preece Richard | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 573,745 | 8.39 | 4.81M | 573,745 | — | ↗ |
| 2023-03-18 | Miller Nicole | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 305,997 | 8.39 | 2.57M | 305,997 | — | ↗ |
| 2023-03-06 | Wernikoff Daniel A | Director / Officer | S-Sale | D | Common Stock | 39,558 | 8.62 | 340.9K | 364,623 | — | ↗ |
| 2023-03-03 | Wernikoff Daniel A | Director / Officer | S-Sale | D | Common Stock | 4,243 | 8.42 | 35.7K | 404,181 | — | ↗ |
| 2023-03-03 | Watson Noel Bertram | Officer | S-Sale | D | Common Stock | 38,893 | 8.42 | 327.4K | 516,973 | — | ↗ |
| 2023-03-02 | Radhakrishna Shrisha | Officer | S-Sale | D | Common Stock | 13,636 | 8.17 | 111.4K | 530,177 | — | ↗ |
| 2023-03-01 | Radhakrishna Shrisha | Officer | S-Sale | D | Common Stock | 23,329 | 8.09 | 188.8K | 543,813 | — | ↗ |
| 2023-03-01 | Preece Richard | Officer | S-Sale | D | Common Stock | 30,201 | 8.09 | 244.4K | 384,341 | — | ↗ |
| 2023-02-28 | Miller Nicole | Officer | S-Sale | D | Common Stock | 20,621 | 8.21 | 169.2K | 206,343 | — | ↗ |
| 2022-11-17 | Wernikoff Daniel A | Officer | S-Sale | D | Common Stock | 3,959 | 9.01 | 35.7K | 408,424 | — | ↗ |
| 2022-11-17 | Watson Noel Bertram | Officer | S-Sale | D | Common Stock | 18,876 | 9.01 | 170.1K | 555,866 | — | ↗ |
| 2022-11-17 | Radhakrishna Shrisha | Officer | S-Sale | D | Common Stock | 15,416 | 9.01 | 138.9K | 567,142 | — | ↗ |
| 2022-11-17 | Preece Richard | Officer | S-Sale | D | Common Stock | 8,477 | 9.01 | 76.4K | 414,542 | — | ↗ |
| 2022-11-17 | Miller Nicole | Officer | S-Sale | D | Common Stock | 7,037 | 9.01 | 63.4K | 226,964 | — | ↗ |
| 2022-08-17 | Wernikoff Daniel A | Officer | S-Sale | D | Common Stock | 15,977 | 11.47 | 183.2K | 441,159 | — | ↗ |
| 2022-08-17 | Watson Noel Bertram | Officer | S-Sale | D | Common Stock | 23,643 | 11.47 | 271.1K | 496,188 | — | ↗ |
| 2022-08-17 | Radhakrishna Shrisha | Officer | S-Sale | D | Common Stock | 20,188 | 11.47 | 231.5K | 504,004 | — | ↗ |
| 2022-08-17 | Preece Richard | Officer | A-Award | A | Common Stock | 78,554 | 0.00 | — | 423,019 | — | ↗ |
| 2022-08-17 | Miller Nicole | Officer | S-Sale | D | Common Stock | 12,632 | 11.47 | 144.8K | 214,363 | — | ↗ |
| 2022-06-08 | Whiteley Sivan | Director | A-Award | A | Common Stock (RSUs) | 16,213 | 0.00 | — | 32,459 | — | ↗ |
| 2022-06-08 | Murphy John Francis | Director | A-Award | A | Common Stock (RSUs) | 16,213 | 0.00 | — | 30,497 | — | ↗ |
| 2022-06-08 | Hamren Elizabeth | Director | A-Award | A | Common Stock (RSUs) | 16,213 | 0.00 | — | 26,159 | — | ↗ |
| 2022-06-07 | Stibel Jeffrey M | Director | J-Other | D | Common Stock | 10,839,532 | 0.00 | — | 0 | — | ↗ |
| 2022-05-18 | Watson Noel Bertram | Officer | S-Sale | D | Common Stock | 14,199 | 11.36 | 161.3K | 537,454 | — | ↗ |
| 2022-05-18 | Radhakrishna Shrisha | Officer | S-Sale | D | Common Stock | 13,280 | 11.36 | 150.9K | 524,192 | — | ↗ |
| 2022-05-18 | Preece Richard | Officer | S-Sale | D | Common Stock | 1,470 | 11.36 | 16.7K | 360,395 | — | ↗ |
| 2022-05-18 | Miller Nicole | Officer | S-Sale | D | Common Stock | 6,073 | 11.65 | 70.8K | 226,995 | — | ↗ |
| 2022-03-26 | Wernikoff Daniel A | Director / Officer | A-Award | A | Employee Stock Option (Right to Buy) | 776,397 | 14.15 | 10.99M | 776,397 | — | ↗ |
| 2022-03-26 | Watson Noel Bertram | Officer | A-Award | A | Common Stock (RSUs) | 155,279 | 0.00 | — | 549,794 | — | ↗ |
| 2022-03-26 | Radhakrishna Shrisha | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 388,197 | 0.00 | — | 388,197 | — | ↗ |
| 2022-03-26 | Preece Richard | Officer | A-Award | A | Common Stock (RSUs) | 155,279 | 0.00 | — | 304,209 | — | ↗ |
| 2022-03-26 | Miller Nicole | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 242,622 | 0.00 | — | 242,622 | — | ↗ |
| 2022-03-18 | Whiteley Sivan | Director | A-Award | A | Common Stock (RSUs) | 2,769 | 0.00 | — | 16,246 | — | ↗ |
| 2022-02-22 | Watson Noel Bertram | Officer | S-Sale | D | Common Stock | 19,800 | 14.98 | 296.5K | 395,182 | — | ↗ |
| 2022-02-22 | Miller Nicole | Officer | S-Sale | D | Common Stock | 5,712 | 14.84 | 84.8K | 139,493 | — | ↗ |
| 2022-02-18 | Watson Noel Bertram | Officer | S-Sale | D | Common Stock | 12,023 | 16.00 | 192.4K | 414,982 | — | ↗ |
| 2022-02-18 | Radhakrishna Shrisha | Officer | S-Sale | D | Common Stock | 13,842 | 16.00 | 221.5K | 381,001 | — | ↗ |
| 2022-02-18 | Preece Richard | Officer | S-Sale | D | Common Stock | 4,461 | 16.00 | 71.4K | 205,394 | — | ↗ |
| 2022-02-18 | Miller Nicole | Officer | S-Sale | D | Common Stock | 3,835 | 16.00 | 61.4K | 145,205 | — | ↗ |
| 2021-12-16 | Miller Nicole | Officer | S-Sale | D | Common Stock | 34,678 | 15.84 | 549.2K | 149,040 | — | ↗ |
| 2021-12-15 | Watson Noel Bertram | Officer | S-Sale | D | Common Stock | 69,466 | 15.65 | 1.09M | 427,005 | — | ↗ |
| 2021-12-06 | Radhakrishna Shrisha | Officer | S-Sale | D | Common Stock | 57,977 | 17.26 | 1.00M | 394,843 | — | ↗ |
| 2021-12-06 | Preece Richard | Officer | S-Sale | D | Common Stock | 11,459 | 17.26 | 197.8K | 209,855 | — | ↗ |
| 2021-12-06 | Miller Nicole | Officer | S-Sale | D | Common Stock | 8,751 | 17.26 | 151.0K | 183,718 | — | ↗ |
| 2021-12-02 | Watson Noel Bertram | Officer | S-Sale | D | Common Stock | 57,825 | 17.93 | 1.04M | 495,804 | — | ↗ |
| 2021-12-02 | Preece Richard | Officer | S-Sale | D | Common Stock | 27,928 | 17.93 | 500.6K | 220,647 | — | ↗ |
| 2021-12-02 | Miller Nicole | Officer | S-Sale | D | Common Stock | 13,851 | 17.93 | 248.3K | 192,469 | — | ↗ |
| 2021-08-02 | Hamren Elizabeth | Director | A-Award | A | Common Stock (RSUs) | 5,401 | 0.00 | — | 5,401 | — | ↗ |
| 2021-07-02 | Ruder Brian | Director / 10% Owner | C-Conversion | D | Series A Redeemable Convertible Preferred Stock | 18,268,844 | 0.00 | — | 0 | — | ↗ |
| 2021-07-02 | Patel Dipan | Director / 10% Owner | C-Conversion | D | Series A Redeemable Convertible Preferred Stock | 18,268,844 | 0.00 | — | 0 | — | ↗ |
| 2021-07-02 | LucasZoom LLC | Director / 10% Owner | C-Conversion | D | Series A Redeemable Convertible Preferred Stock | 18,268,844 | 0.00 | — | 0 | — | ↗ |
| 2021-06-29 | Yuan David | Director | — | D | No securities are beneficially owned. | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-29 | Wernikoff Daniel A | Director / Officer | — | D | Employee Stock Option (Right to Buy) | 3,627,936 | 9.82 | 35.63M | 0 | — | ↗ |
| 2021-06-29 | Watson Noel Bertram | Officer | — | D | Common Stock (RSUs) | 0 | 0.00 | — | 509,165 | — | ↗ |
| 2021-06-29 | Stibel Jeffrey M | Director | — | D | Common Stock | 0 | 0.00 | — | 56,448 | — | ↗ |
| 2021-06-29 | Ruder Brian | Director / 10% Owner | — | I | Series A Redeemable Convertible Preferred Stock | 36,537,688 | 0.00 | — | 0 | — | ↗ |
| 2021-06-29 | Radhakrishna Shrisha | Officer | — | D | Common Stock (RSUs) | 0 | 0.00 | — | 407,332 | — | ↗ |
| 2021-06-29 | Preece Richard | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 178,570 | 28.00 | 5.00M | 178,570 | — | ↗ |
| 2021-06-29 | Patel Dipan | Director / 10% Owner | — | I | Series A Redeemable Convertible Preferred Stock | 36,537,688 | 0.00 | — | 0 | — | ↗ |
| 2021-06-29 | Murphy John Francis | Director | A-Award | A | Common Stock (RSUs) | 7,142 | 0.00 | — | 14,284 | — | ↗ |
| 2021-06-29 | Miller Nicole | Officer | — | D | Common Stock (RSUs) | 0 | 0.00 | — | 152,749 | — | ↗ |
| 2021-06-29 | LucasZoom LLC | Director / 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 1,475,300 | — | ↗ |
| 2021-06-29 | Ha Khai | Director | — | I | Common Stock | 0 | 0.00 | — | 9,541,916 | — | ↗ |
| 2021-06-29 | Francisco Partners Management, LP | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 28,625,744 | — | ↗ |
| 2021-06-29 | DEB DIPANJAN | Director | — | I | Common Stock | 0 | 0.00 | — | 28,625,744 | — | ↗ |
| 2011-09-16 | Valentine Brian A | Officer | I-Discretionary | D | Common Shares | 1,886 | 135.00 | 254.6K | 0 | — | ↗ |
| 2011-09-16 | Sheets Daniel L | Officer | D-Return | D | Nonqualified Stock Option (Right to Buy) | 3,100 | 78.18 | 242.4K | 0 | — | ↗ |
| 2011-09-16 | SWEETNAM JAMES E | Director | D-Return | D | Common Shares | 5,109 | 135.00 | 689.7K | 0 | — | ↗ |
| 2011-09-16 | PILEGGI DOMINIC J | Director | D-Return | D | Common Shares | 9,540 | 135.00 | 1.29M | 0 | — | ↗ |
| 2011-09-16 | KIRK STEPHEN F | Officer | I-Discretionary | D | Common Shares | 672 | 135.00 | 90.7K | 0 | — | ↗ |
| 2011-09-16 | HARNETT GORDON D | Director | D-Return | D | Common Shares | 27,340 | 135.00 | 3.69M | 0 | — | ↗ |
| 2011-09-16 | Graff Michael J | Director | D-Return | D | Common Shares | 3,132 | 135.00 | 422.8K | 0 | — | ↗ |
| 2011-09-16 | Emerick W Scott | Officer | I-Discretionary | D | Common Shares | 20 | 135.00 | 2.7K | 0 | — | ↗ |
| 2011-09-16 | COOLEY CHARLES P | Officer | D-Return | D | Nonqualified Stock Option (Right to Buy) | 8,500 | 109.35 | 929.5K | 0 | — | ↗ |
| 2011-09-16 | ABERNATHY ROBERT E | Director | D-Return | D | Common Shares | 7,838 | 135.00 | 1.06M | 0 | — | ↗ |
| 2011-09-15 | Sheets Daniel L | Officer | I-Discretionary | D | Common Shares | 80 | 134.99 | 10.8K | 4,106 | — | ↗ |
| 2011-09-15 | Emerick W Scott | Officer | I-Discretionary | D | Common Shares | 6,735 | 134.99 | 909.2K | 109 | — | ↗ |
| 2011-06-29 | KIRK STEPHEN F | Officer | G-Gift | D | Common Shares | 14,815 | 0.00 | — | 65,784 | — | ↗ |
| 2011-02-22 | Valentine Brian A | Officer | F-InKind | D | Common Shares | 245 | 109.35 | 26.8K | 1,250 | — | ↗ |
| 2011-02-22 | Sheets Daniel L | Officer | A-Award | A | Nonqualified Stock Option (Right to Buy) | 3,600 | 109.35 | 393.7K | 3,600 | — | ↗ |
| 2011-02-22 | KIRK STEPHEN F | Officer | A-Award | A | Nonqualified Stock Option (Right to Buy) | 8,100 | 109.35 | 885.7K | 8,100 | — | ↗ |
| 2011-02-22 | Emerick W Scott | Officer | A-Award | A | Common Shares | 3,440 | 0.00 | — | 7,039 | — | ↗ |
| 2011-02-22 | COOLEY CHARLES P | Officer | S-Sale | D | Common Shares | 7,175 | 112.40 | 806.5K | 24,582 | — | ↗ |
| 2011-02-02 | HARNETT GORDON D | Director | M-Exempt | D | Non-Qualified Stock Option (Right to Buy) | 5,000 | 30.40 | 152.0K | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
35.0K
Shares Outstanding
172.92M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Jeffrey Stibel Chief Executive Officer & | 575.0K | — | — | — | 745.8K | 14.0K | 1.33M | 0.00% | ↗ |
| 2 | 2025 | Noel Watson Chief Operating Officer & Chief Financial Officer | 500.0K | — | — | — | 486.4K | 14.0K | 1.00M | 0.00% | ↗ |
| 3 | 2025 | Nicole Miller Chief Legal Officer and Secretary | 450.0K | — | — | — | 437.7K | — | 887.7K | 0.00% | ↗ |
| 4 | 2024 | Jeffrey Stibel Chief Executive Officer and Chair of the Board | 252.1K | — | 60.70M | — | 221.9K | 9.9K | 61.18M | 99.21% | ↗ |
| 5 | 2024 | Jeffrey Stibel Chief Executive Officer & | 252.1K | — | 60.70M | — | 221.9K | 9.9K | 61.18M | 99.21% | ↗ |
| 6 | 2024 | Noel Watson Chief Operating Officer & Chief Financial Officer | 494.2K | — | 20.59M | — | 326.2K | 13.1K | 21.42M | 96.11% | ↗ |
| 7 | 2024 | Noel Watson Chief Operating Officer & Chief Financial Officer | 494.2K | — | 20.59M | — | 326.2K | 13.1K | 21.42M | 96.11% | ↗ |
| 8 | 2024 | Nicole Miller Chief Legal Officer and Secretary | 443.3K | — | 14.11M | — | 277.9K | — | 14.83M | 95.14% | ↗ |
| 9 | 2024 | Nicole Miller Chief Legal Officer and Secretary | 443.3K | — | 14.11M | — | 277.9K | — | 14.83M | 95.14% | ↗ |
| 10 | 2024 | Dan Wernikoff Former Chief Executive Officer | 326.9K | — | 11.24M | — | 287.7K | 588.8K | 12.44M | 90.33% | ↗ |
| 11 | 2024 | Shrisha Radhakrishna Former Chief Technology Officer and Chief Product Officer | 460.1K | — | 9.81M | — | — | 13.2K | 10.28M | 95.40% | ↗ |
| 12 | 2024 | Rich Preece Former Chief Operating Officer | 129.8K | — | — | — | — | 462.6K | 592.4K | 0.00% | ↗ |
| 13 | 2023 | Dan Wernikoff Former Chief Executive Officer | 538.5K | — | 8.97M | 5.95M | 484.6K | 13.2K | 15.95M | 93.50% | ↗ |
| 14 | 2023 | Dan Wernikoff Chief Executive Officer and Director | 538.5K | — | 8.97M | 5.95M | 484.6K | 13.2K | 15.95M | 93.50% | ↗ |
| 15 | 2023 | Shrisha Radhakrishna Former Chief Technology Officer and Chief Product Officer | 438.5K | — | 4.21M | 2.97M | 333.0K | 13.2K | 7.97M | 90.16% | ↗ |
| 16 | 2023 | Shrisha Radhakrishna Chief Technology Officer and Chief Product Officer | 438.5K | — | 4.21M | 2.97M | 333.0K | 13.2K | 7.97M | 90.16% | ↗ |
| 17 | 2023 | Noel Watson Chief Operating Officer & Chief Financial Officer | 465.4K | — | 3.68M | 2.64M | 325.9K | 13.2K | 7.13M | 88.72% | ↗ |
| 18 | 2023 | Noel Watson Chief Financial Officer | 465.4K | — | 3.68M | 2.64M | 325.9K | 13.2K | 7.13M | 88.72% | ↗ |
| 19 | 2023 | Noel Watson Chief Operating Officer & Chief Financial Officer | 465.4K | — | 3.68M | 2.64M | 325.9K | 13.2K | 7.13M | 88.72% | ↗ |
| 20 | 2023 | Rich Preece Chief Operating Officer | 438.5K | — | 3.56M | 2.48M | 277.5K | 11.8K | 6.76M | 89.24% | ↗ |
| 21 | 2023 | Rich Preece Former Chief Operating Officer | 438.5K | — | 3.56M | 2.48M | 277.5K | 11.8K | 6.76M | 89.24% | ↗ |
| 22 | 2023 | Nicole Miller Chief Legal Officer and Secretary | 411.5K | — | 2.11M | 1.32M | 208.3K | — | 4.06M | 84.71% | ↗ |
| 23 | 2023 | Nicole Miller Chief Legal Officer and Secretary | 411.5K | — | 2.11M | 1.32M | 208.3K | — | 4.06M | 84.71% | ↗ |
| 24 | 2022 | Dan Wernikoff Former Chief Executive Officer | 500.0K | — | 4.39M | 5.13M | 360.0K | 12.2K | 10.40M | 91.61% | ↗ |
| 25 | 2022 | Dan Wernikoff Chief Executive Officer and Director | 500.0K | — | 4.39M | 5.13M | 360.0K | 12.2K | 10.40M | 91.61% | ↗ |
| 26 | 2022 | Noel Watson Chief Operating Officer & Chief Financial Officer | 450.0K | — | 3.11M | 2.57M | 230.4K | 12.2K | 6.36M | 89.12% | ↗ |
| 27 | 2022 | Noel Watson Chief Financial Officer | 450.0K | — | 3.11M | 2.57M | 230.4K | 12.2K | 6.36M | 89.12% | ↗ |
| 28 | 2022 | Shrisha Radhakrishna Former Chief Technology Officer and Chief Product Officer | 400.0K | — | 3.11M | 2.57M | 255.6K | 12.2K | 6.34M | 89.47% | ↗ |
| 29 | 2022 | Shrisha Radhakrishna Chief Technology Officer and Chief Product Officer | 400.0K | — | 3.11M | 2.57M | 255.6K | 12.2K | 6.34M | 89.47% | ↗ |
| 30 | 2022 | Rich Preece Chief Operating Officer | 384.6K | — | 3.11M | 2.57M | 185.0K | 12.2K | 6.25M | 90.70% | ↗ |
| 31 | 2022 | Rich Preece Former Chief Operating Officer | 384.6K | — | 3.11M | 2.57M | 185.0K | 12.2K | 6.25M | 90.70% | ↗ |
| 32 | 2022 | Nicole Miller Executive Vice President, General Counsel and Secretary | 400.0K | — | 1.60M | 1.60M | 144.0K | 1.2K | 3.75M | 85.46% | ↗ |
| 33 | 2022 | Nicole Miller Chief Legal Officer and Secretary | 400.0K | — | 1.60M | 1.60M | 144.0K | 1.2K | 3.75M | 85.46% | ↗ |
| 34 | 2021 | Rich Preece Chief Operating Officer | 301.2K | — | 6.52M | 24.38M | 300.0K | 6.6K | 31.50M | 98.07% | ↗ |
| 35 | 2021 | Noel Watson Chief Financial Officer | 451.7K | — | 14.23M | 14.48M | 275.0K | 6.7K | 29.45M | 97.51% | ↗ |
| 36 | 2021 | Shrisha Radhakrishna Chief Technology Officer and Chief Product Officer | 401.5K | — | 11.64M | 14.48M | 250.0K | — | 26.77M | 97.57% | ↗ |
| 37 | 2021 | Dan Wernikoff Chief Executive Officer and Director | 649.6K | — | 3.25M | 14.77M | 187.5K | — | 18.86M | 95.56% | ↗ |
| 38 | 2020 | Noel Watson Chief Financial Officer | 57.1K | 300.0K | 5.00M | — | — | — | 5.36M | 93.33% | ↗ |
| 39 | 2020 | Dan Wernikoff Chief Executive Officer and Director | 800.0K | 250.0K | — | 3.40M | — | — | 4.45M | 76.41% | ↗ |
| 40 | 2020 | Shrisha Radhakrishna Chief Technology Officer and Chief Product Officer | 136.9K | 93.0K | 4.00M | — | — | — | 4.22M | 94.72% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jeffrey Stibel | Chief Executive Officer & Chairman | 1M | male |
| Noel Watson | Chief Financial Officer & Chief Operating Officer | 1M | male |
| Nicole Miller | Chief Legal Officer & Secretary | 887.7K | female |
| Kathy Tsitovich | Chief Corporate Development & Partnerships Officer | — | female |
| Madeleine Crane | Head of Investor Relations | — | female |
| Aaron Stibel | Chief Business & Customer Officer | — | male |
| Sheily Chhabria Panchal | Chief People Officer | — | female |
| Charles C. Thomas | Chief Accounting Officer | — | male |
| Daniel Lysaught | Chief Marketing Officer | — | male |
ESG Rating
ESG Score History SPECIALTY BUSINESS 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 |
|---|---|---|---|---|---|---|---|
| 2021-11-11 | 2021-11-28 | Alan S. Lowenthal | CA47 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2021-08-16 | 2021-08-30 | Alan S. Lowenthal | CA47 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2021-08-13 | 2021-08-30 | Alan S. Lowenthal | CA47 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for LZ
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.
