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Main Street Capital Corporation (MAIN)

USD53.11 +0.60 (+1.14%)
US NYSE Financial Services Asset Management
Address 1300 Post Oak Boulevard 77056
Houston, TX, US
CEO Dwayne Louis Hyzak
IPO 2007-10-09
CIK 1396440 ISIN US56035L1044

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Also trades on London Stock Exchange · 0JXQ.L (USD) New York Stock Exchange · MAIN (USD)
Description

Main Street Capital Corporation functions as a Business Development Company (BDC), providing diverse capital solutions across different market segments. Primarily, the firm supplies equity capital to lower middle market companies. These investments support various strategic objectives, including recapitalizations, management buyouts, refinancing, family estate planning, industry consolidation, and growth initiatives for both mature and later-stage emerging businesses. Main Street actively seeks to forge partnerships with entrepreneurs, business owners, and management teams, frequently offering comprehensive, "one-stop" financing alternatives for its lower middle market portfolio. Companies targeted for equity investment in this segment typically have annual revenues between $5 million and $300 million, with individual equity investments generally ranging from $2 million to $75 million, and an enterprise value for the target company usually falling between $3 million and $20 million. The firm is prepared to take stakes from a 5% minority position up to a 50% majority interest. In addition to its equity offerings, Main Street also extends debt capital to middle market companies. These funds are allocated to finance activities such as acquisitions, management buyouts, growth strategies, recapitalizations, and refinancing. Debt transactions in the middle market typically range from $5 million to $50 million per deal, targeting businesses with annual EBITDA between $1 million and $20 million. It is important to note that these middle market debt recipients are generally larger in scale than the companies within Main Street's lower middle market equity portfolio. The firm demonstrates a wide investment scope, engaging with numerous industries. These include, but are not limited to: air freight and logistics, auto components, building products, chemicals, commercial services, computing, construction and engineering, consumer finance and services, electronic equipment, energy (equipment, services, and consumables), financial services, healthcare (equipment and providers), hospitality, internet software and services, IT services, machinery, paper and forest products, professional and industrial services, road and rail transportation, software, specialty retail, and telecommunications. Broadly, this covers sectors within consumer discretionary, energy, materials, technology, and transportation. Main Street Capital Corporation was established in 2007, with its main operations based in Houston, Texas, and an additional office located in Chojnów, Poland.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD53.11 +0.60 (+1.14%)
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Volume Profile
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Liquidity & share structure
Average Volume
710.2K
Beta
0.73
Float Shares
86.40M
Free Float %
95.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.19% -5.08% -1.93% -10.97% -10.15% -12.37% -1.95% +33.87% +34.01% +66.62% +252.80%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (14 ratings, all time) Hold
Price Targets & DCF
Current price
53.11
Low 65.00 +22.4%
Consensus 67.00 +26.2%
Median 66.00 +24.3%
High 70.00 +31.8%
DCF (Unlevered) 151.33 +184.9%

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

Ratings Trend (MoM) 29% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 0 0
Hold 5 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 5
65.60
+23.5%
All Time 8
56.75
+6.9%
Quality scores
Altman Z-Score
1.44
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    -11.1% Q1'26: -4.2% (vs Q1'25)
  • EPS growth Asset Management: +22.7%
    -5.6% Q1'26: -58.8% (vs Q1'25)
  • FCF margin FCF growth · Asset Management: +27.7%
    +77.1% Q1'26: +27.9% (vs Q1'25)
  • EBIT margin Asset Management: +50.6%
    +80.7% Q1'26: +54.6% (vs Q1'25)
  • ROIC Asset Management: +6.5%
    +9.1% Q1'26: +5.6% (vs Q1'25)
  • Share dilution Asset Management: +0.0%
    +0.9% Q1'26: +2.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    4.67× Q1'26: 7.11× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.77) × ERP
WACC = 67% × Ke + 33% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 149.35 Current price: 53.11
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
5 Rev. Ana.
4 EPS Ana.
Dec 2027
4 Rev. Ana.
4 EPS Ana.
Revenue
130.31M
est: 106.76M (+22.1%)
163.19M
est: 128.41M (+27.1%)
154.14M
est: 165.58M (-6.9%)
201.15M
est: 177.56M (+13.3%)
264.47M
est: 203.12M (+30.2%)
252.68M
est: 233.40M (+8.3%)
218.06M
est: 242.18M (-10.0%)
100.59M
est: 215.18M (-53.3%)
470.01M
est: 279.23M (+68.3%)
396.46M
est: 370.35M (+7.1%)
612.46M
est: 516.31M (+18.6%)
724.68M
est: 541.99M (+33.7%)
644.50M
est: 564.04M (+14.3%)
594.08M
591.14M – 599.56M
+5.3% YoY
623.44M
614.83M – 632.04M
+4.9% YoY
EBITDA
96.82M
est: 65.75M (+47.3%)
107.04M
est: 79.09M (+35.3%)
95.75M
est: 127.39M (-24.8%)
137.67M
est: 167.50M (-17.8%)
195.09M
est: 125.10M (+56.0%)
174.37M
est: 208.33M (-16.3%)
130.81M
est: 178.13M (-26.6%)
15.84M
est: -33.69M (+147.0%)
363.63M
est: 258.84M (+40.5%)
264.93M
est: 245.83M (+7.8%)
451.09M
est: 386.10M (+16.8%)
538.71M
est: 405.30M (+32.9%)
526.71M
est: 421.79M (+24.9%)
444.26M
442.06M – 448.36M
+5.3% YoY
466.21M
459.78M – 472.64M
+4.9% YoY
EBIT
96.82M
est: 65.75M (+47.3%)
107.04M
est: 79.09M (+35.3%)
95.75M
est: 101.97M (-6.1%)
137.67M
est: 109.35M (+25.9%)
195.09M
est: 125.10M (+56.0%)
174.37M
est: 143.74M (+21.3%)
130.81M
est: 149.15M (-12.3%)
15.84M
est: 132.52M (-88.0%)
363.63M
est: -3.06M (+11,981.4%)
264.93M
est: -3.37M (+7,969.6%)
451.09M
est: 385.05M (+17.1%)
538.71M
est: 404.21M (+33.3%)
520.20M
est: 420.65M (+23.7%)
443.05M
440.87M – 447.14M
+5.3% YoY
464.95M
458.53M – 471.37M
+4.9% YoY
Net Income
96.86M
est: 96.92M (-0.1%)
100.75M
est: 100.98M (-0.2%)
104.44M
est: 103.99M (+0.4%)
138.90M
est: 135.68M (+2.4%)
170.62M
est: 160.95M (+6.0%)
168.21M
est: 161.39M (+4.2%)
129.57M
est: 127.62M (+1.5%)
29.38M
est: 28.98M (+1.4%)
330.76M
est: 295.90M (+11.8%)
241.61M
est: 285.69M (-15.4%)
428.45M
est: 477.03M (-10.2%)
508.08M
est: 371.01M (+36.9%)
493.40M
est: 360.00M (+37.1%)
361.19M
352.22M – 370.15M
+0.3% YoY
366.16M
357.07M – 375.25M
+1.4% YoY
SGA
4.88M
est: 17.71M (-72.5%)
5.09M
est: 23.35M (-78.2%)
4.29M
est: 29.59M (-85.5%)
4.20M
est: 33.36M (-87.4%)
5.30M
est: 38.11M (-86.1%)
5.10M
est: 37.85M (-86.5%)
5.87M
est: 41.69M (-85.9%)
5.27M
est: 40.39M (-86.9%)
2.22M
est: 11.21M (-80.2%)
3.09M
est: 21.27M (-85.5%)
-4.01M
est: 11.90M (-133.7%)
-3.74M
est: 12.49M (-130.0%)
73.75M
est: 13.00M (+467.4%)
13.69M
13.62M – 13.82M
+5.3% YoY
14.37M
14.17M – 14.56M
+4.9% YoY
EPS
2.65
est: 2.03 (+30.5%)
2.31
est: 2.19 (+5.5%)
2.13
est: 2.18 (-2.5%)
2.67
est: 2.22 (+20.3%)
3.01
est: 2.38 (+26.4%)
2.80
est: 2.54 (+10.1%)
2.06
est: 2.49 (-17.2%)
0.45
est: 2.06 (-78.1%)
4.80
est: 2.61 (+84.1%)
3.24
est: 3.22 (+0.5%)
5.23
est: 5.34 (-2.1%)
5.85
est: 4.15 (+40.9%)
5.52
est: 4.03 (+37.0%)
4.04
3.94 – 4.14
+0.4% YoY
4.10
4.00 – 4.20
+1.4% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-22 Citizens Market Outperform Market Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 B+ 3/5 1/5 5/5 5/5 2/5 3/5 2/5
2026-05-06 B+ 3/5 1/5 5/5 5/5 2/5 3/5 2/5
2026-05-05 B+ 3/5 1/5 5/5 5/5 2/5 3/5 2/5
2026-05-04 B+ 3/5 1/5 5/5 5/5 2/5 3/5 2/5
2026-05-01 B+ 3/5 1/5 5/5 5/5 2/5 3/5 2/5
2026-04-30 B+ 3/5 1/5 5/5 5/5 2/5 3/5 2/5
2026-04-29 B+ 3/5 1/5 5/5 5/5 2/5 3/5 2/5
2026-04-28 B+ 3/5 1/5 5/5 5/5 2/5 3/5 2/5
2026-04-27 B+ 3/5 1/5 5/5 5/5 2/5 3/5 2/5
2026-04-24 B+ 3/5 1/5 5/5 5/5 2/5 3/5 2/5
2026-04-23 B+ 3/5 1/5 5/5 5/5 2/5 3/5 2/5
2026-04-22 B+ 3/5 1/5 5/5 5/5 2/5 3/5 2/5
2026-04-21 B+ 3/5 1/5 5/5 5/5 2/5 3/5 2/5
2026-04-20 B+ 3/5 1/5 5/5 5/5 2/5 3/5 2/5
2026-04-17 B+ 3/5 1/5 5/5 5/5 2/5 3/5 2/5
2026-04-16 B+ 3/5 1/5 5/5 5/5 2/5 3/5 2/5
2026-04-15 B 3/5 1/5 5/5 5/5 1/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
9.07M
OE per share TTM
0.05
Owner's Yield
0.18%
Maintenance CapEx ratio
0.07%
Maint CapEx / Avg PPE
-0.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
208
Total invested
387.61M
Insider transactions (90d)
6
Beneficial owners (>5%)
11
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Robert M. Shuford 15.28M 43.60% 15.28M 10.00 IN United States 2013-08-16
2 Main Street Capital Corporation 7.71M 21.50% 7.65M 66.1K 7.65M 10.00 CO Maryland 2014-12-31
3 Sandra and Norman Pessin JTWROS 7.04M 19.60% 7.04M 7.04M 10.00 IN USA 2014-12-31
4 Vincent D. Foster 1.23M 11.00% 1.21M 15.6K 1.21M 15.6K IN United States of America 2012-02-08
5 Don A. Sanders 1.05M 5.77% 265.5K 96.6K 265.5K 784.8K IN United States 2010-08-23
6 A. Sanders 953.6K 4.00% IN United States 2011-02-07
7 Todd A. Reppert 699.0K 11.00% 539.1K 160.0K 539.1K 160.0K IN United States of America 2011-02-09
8 Brian Pessin 603.0K 1.70% 603.0K 603.0K 10.00 IN USA 2014-12-31
9 2 10.00 12.00% IN United States 2012-01-31
10 Christopher M. Atkins 0.00% 10.00 IN USA 2014-12-31
11 GP Investment Holdings, LLC 0.00% 10.00 OO Delaware 2014-12-31

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
208
-227 vs prev Q
New positions
25
Closed positions
244
Increased
94
Reduced
51
Put/Call ratio
175.00
Calls held
200.00
Puts held
35.0K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 PRICE T ROWE ASSOCIATES INC /MD/ 2.73M +162.6K (+6.3%) 165.14M +1.6M (+1.0%) 3.07% +0.184 pp 0.02% +0.000 pp USD39.91 +51.3% 52 qtrs
2 VAN ECK ASSOCIATES CORP 1.13M -1.3M (-53.7%) 68.38M -87.3M (-56.1%) 1.27% -1.473 pp 0.06% -0.088 pp USD53.47 +12.9% 52 qtrs
3 CI PRIVATE WEALTH, LLC 890.5K +868.1K (+3,880.8%) 53.77M +52.4M (+3,680.4%) 1.00% +0.973 pp 0.07% +0.070 pp USD60.13 +0.4% 13 qtrs
4 MORGAN STANLEY 867.9K -118.6K (-12.0%) 52.41M -10.3M (-16.4%) 0.97% -0.132 pp 0.00% -0.001 pp USD40.70 +48.4% 51 qtrs
5 LEGAL & GENERAL GROUP PLC 720.0K +95.2K (+15.2%) 43.48M +3.8M (+9.5%) 0.81% +0.107 pp 0.01% +0.001 pp USD41.02 +47.2% 65 qtrs
6 UBS GROUP AG 611.9K -255.0K (-29.4%) 36.95M -18.2M (-33.0%) 0.69% -0.285 pp 0.01% -0.003 pp USD60.14 +0.4% 45 qtrs
7 CITIGROUP INC 500.0K +— (+0.0%) 30.20M -1.6M (-5.0%) 0.56% +0.000 pp 0.01% -0.001 pp USD58.42 +3.4% 5 qtrs
8 ADELL HARRIMAN & CARPENTER INC 478.4K +23.9K (+5.3%) 28.89M -8.5K (0.0%) 0.54% +0.027 pp 1.73% -0.030 pp USD44.43 +35.9% 13 qtrs
9 MUZINICH & CO., INC. 440.0K +72.9K (+19.8%) 26.57M +3.2M (+13.8%) 0.49% +0.082 pp 8.36% -0.666 pp USD49.35 +22.4% 45 qtrs
10 INVESCO LTD. 419.8K -24.9K (-5.6%) 25.35M -2.9M (-10.3%) 0.47% -0.028 pp 0.00% -0.001 pp USD56.04 +7.8% 57 qtrs
11 GOLDMAN SACHS GROUP INC 356.8K +308.4K (+637.3%) 21.55M +18.5M (+600.2%) 0.40% +0.346 pp 0.00% +0.002 pp USD60.42 0.0% 10 qtrs
12 SOUND INCOME STRATEGIES, LLC 336.0K -801.0 (-0.2%) 21.49M +2.3M (+11.8%) 0.38% -0.001 pp 1.02% -0.034 pp USD39.03 +54.7% 33 qtrs
13 SUMITOMO MITSUI TRUST HOLDINGS, INC. 355.5K +21.0K (+6.3%) 21.47M +198.0K (+0.9%) 0.40% +0.024 pp 0.01% +0.000 pp USD38.84 +55.5% 24 qtrs
14 LPL FINANCIAL LLC 348.4K -33.9K (-8.9%) 21.04M -3.3M (-13.5%) 0.39% -0.038 pp 0.01% -0.001 pp USD45.00 +34.2% 51 qtrs
15 JANE STREET GROUP, LLC 314.6K +314.6K (+100.0%) 19.00M +19.0M (+100.0%) 0.35% +0.353 pp 0.00% +0.003 pp USD60.39 +0.0% 3 qtrs
16 FRANKLIN RESOURCES INC 301.7K -20.9K (-6.5%) 18.22M -2.3M (-11.2%) 0.34% -0.023 pp 0.00% -0.001 pp USD51.53 +17.2% 8 qtrs
17 CHILDRESS CAPITAL ADVISORS, LLC 293.7K +183.0K (+165.2%) 17.74M +10.7M (+151.9%) 0.33% +0.205 pp 2.85% +1.559 pp USD49.78 +21.3% 21 qtrs
18 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 280.2K +— (+0.0%) 16.92M -897.0K (-5.0%) 0.31% +0.000 pp 0.06% -0.003 pp USD63.59 -5.0% 2 qtrs
19 D. E. SHAW & CO., INC. 278.5K +176.3K (+172.3%) 16.82M +10.3M (+158.6%) 0.31% +0.198 pp 0.01% +0.006 pp USD60.30 +0.1% 6 qtrs
20 RAYMOND JAMES FINANCIAL INC 252.8K +46.9K (+22.7%) 15.26M +2.2M (+16.5%) 0.28% +0.053 pp 0.00% +0.001 pp USD59.62 +1.3% 5 qtrs
21 TUDOR INVESTMENT CORP ET AL 238.9K +238.9K (+100.0%) 14.42M +14.4M (+100.0%) 0.27% +0.268 pp 0.03% +0.027 pp USD60.39 +0.0% 1 qtrs NEW
22 JPMORGAN CHASE & CO 221.2K -161.3K (-42.2%) 13.36M -11.0M (-45.1%) 0.25% -0.181 pp 0.00% -0.001 pp USD55.11 +9.6% 41 qtrs
23 BLACKROCK, INC. 210.1K -7.9K (-3.6%) 12.69M -1.2M (-8.5%) 0.24% -0.009 pp 0.00% +0.000 pp USD53.39 +13.1% 6 qtrs
24 TRINITY LEGACY PARTNERS, LLC 191.5K +498.0 (+0.3%) 11.56M +692.9K (+6.4%) 0.21% +0.001 pp 2.65% +0.151 pp USD39.22 +54.0% 29 qtrs
25 QUBE RESEARCH & TECHNOLOGIES LTD 189.9K +130.6K (+220.1%) 11.47M +7.7M (+204.0%) 0.21% +0.146 pp 0.01% +0.008 pp USD59.43 +1.6% 6 qtrs
26 PRIVATE ADVISOR GROUP, LLC 173.2K +472.0 (+0.3%) 10.46M -524.3K (-4.8%) 0.19% +0.001 pp 0.05% -0.005 pp USD45.78 +31.9% 49 qtrs
27 ADVISOR GROUP HOLDINGS, INC. 170.7K +86.0 (+0.1%) 10.31M -737.3K (-6.7%) 0.19% +0.000 pp 0.02% 0.000 pp USD32.06 +88.4% 24 qtrs
28 BENJAMIN EDWARDS INC 156.9K +756.0 (+0.5%) 9.47M -453.9K (-4.6%) 0.18% +0.001 pp 0.10% -0.007 pp USD48.93 +23.4% 28 qtrs
29 FIRST TRUST ADVISORS LP 155.9K +44.4K (+39.8%) 9.42M +2.3M (+32.7%) 0.17% +0.050 pp 0.01% +0.002 pp USD58.49 +3.2% 5 qtrs
30 AMERIPRISE FINANCIAL INC 153.6K +30.8K (+25.1%) 9.28M +1.5M (+18.8%) 0.17% +0.035 pp 0.00% +0.000 pp USD49.41 +22.2% 55 qtrs
31 ROYAL BANK OF CANADA 149.5K -5.2K (-3.4%) 9.03M -811.0K (-8.2%) 0.17% -0.006 pp 0.00% 0.000 pp USD40.78 +48.1% 51 qtrs
32 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 148.2K -2.5K (-1.6%) 8.95M -631.0K (-6.6%) 0.17% -0.003 pp 0.02% -0.003 pp USD38.04 +58.8% 50 qtrs
33 MILLENNIUM MANAGEMENT LLC 141.9K +— (+0.0%) 8.57M -454.1K (-5.0%) 0.16% +0.000 pp 0.00% 0.000 pp USD59.53 +1.4% 5 qtrs
34 U.S. CAPITAL WEALTH ADVISORS, LLC 138.8K +2.0 (+0.0%) 8.38M -444.0K (-5.0%) 0.16% +0.000 pp 0.22% -0.019 pp USD43.25 +39.6% 18 qtrs
35 JOEL ISAACSON & CO., LLC 128.8K +171.0 (+0.1%) 7.78M -401.4K (-4.9%) 0.14% +0.000 pp 0.26% -0.038 pp USD50.21 +20.3% 7 qtrs
36 TCTC HOLDINGS, LLC 126.8K +3.0K (+2.4%) 7.66M -215.0K (-2.7%) 0.14% +0.004 pp 0.23% -0.005 pp USD44.89 +34.5% 9 qtrs
37 HOURGLASS CAPITAL, LLC 124.9K +2.5K (+2.0%) 7.54M -241.8K (-3.1%) 0.14% +0.003 pp 1.63% -0.121 pp USD39.97 +51.1% 20 qtrs
38 SEGMENT WEALTH MANAGEMENT, LLC 120.2K +420.0 (+0.4%) 7.26M -358.1K (-4.7%) 0.13% +0.001 pp 0.42% -0.036 pp USD48.03 +25.7% 29 qtrs
39 HAMILTON POINT INVESTMENT ADVISORS, LLC 114.0K -970.0 (-0.8%) 6.88M -426.5K (-5.8%) 0.13% -0.001 pp 1.05% -0.095 pp USD38.83 +55.5% 46 qtrs
40 BALYASNY ASSET MANAGEMENT L.P. 113.4K +48.0K (+73.3%) 6.85M +2.7M (+64.6%) 0.13% +0.054 pp 0.01% +0.003 pp USD61.71 -2.1% 3 qtrs
41 ADVISORS ASSET MANAGEMENT, INC. 112.0K -27.1K (-19.5%) 6.76M -2.1M (-23.5%) 0.13% -0.030 pp 0.11% -0.037 pp USD53.82 +12.2% 26 qtrs
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 107.0K +9.6K (+9.9%) 6.46M +268.1K (+4.3%) 0.12% +0.011 pp 0.00% +0.000 pp USD58.73 +2.8% 51 qtrs
43 DENALI ADVISORS LLC 106.3K -13.4K (-11.2%) 6.42M -1.2M (-15.7%) 0.12% -0.015 pp 0.71% -0.148 pp USD50.14 +20.4% 6 qtrs
44 HRT FINANCIAL LP 106.0K -127.5K (-54.6%) 6.40M -8.4M (-56.9%) 0.12% -0.143 pp 0.02% -0.034 pp USD53.70 +12.5% 11 qtrs
45 BANK OF AMERICA CORP /DE/ 101.4K +18.4K (+22.2%) 6.12M +847.9K (+16.1%) 0.11% +0.021 pp 0.00% +0.000 pp USD53.59 +12.7% 52 qtrs
46 WELLS FARGO & COMPANY/MN 100.3K -22.0K (-18.0%) 6.06M -1.7M (-22.1%) 0.11% -0.025 pp 0.00% 0.000 pp USD42.52 +42.0% 57 qtrs
47 INTEGRATED WEALTH CONCEPTS LLC 98.8K -54.0 (-0.1%) 5.97M -319.7K (-5.1%) 0.11% +0.000 pp 0.07% +0.015 pp USD47.39 +27.4% 8 qtrs
48 J.W. COLE ADVISORS, INC. 108.5K +5.6K (+5.4%) 5.94M -607.6K (-9.3%) 0.12% +0.006 pp 0.14% +0.019 pp USD54.66 +10.5% 22 qtrs
49 MERIDIAN WEALTH MANAGEMENT, LLC 98.3K +927.0 (+1.0%) 5.94M -255.6K (-4.1%) 0.11% +0.001 pp 0.21% -0.028 pp USD50.63 +19.3% 18 qtrs
50 BNP PARIBAS ARBITRAGE, SNC 97.9K -30.8K (-24.0%) 5.91M -2.3M (-27.8%) 0.11% -0.035 pp 0.00% -0.002 pp USD57.34 +5.3% 43 qtrs
51 CONFLUENCE INVESTMENT MANAGEMENT LLC 97.1K -4.6K (-4.5%) 5.86M -600.1K (-9.3%) 0.11% -0.005 pp 0.09% -0.004 pp USD31.64 +90.9% 64 qtrs
52 MGO ONE SEVEN LLC 95.1K +90.1K (+1,795.3%) 5.74M +5.4M (+1,700.0%) 0.11% +0.101 pp 0.12% +0.110 pp USD60.29 +0.2% 5 qtrs
53 HIGHTOWER ADVISORS, LLC 94.4K +1.2K (+1.2%) 5.70M -228.9K (-3.9%) 0.11% +0.001 pp 0.01% -0.001 pp USD41.52 +45.4% 47 qtrs
54 ALBION FINANCIAL GROUP /UT 86.8K -8.0K (-8.5%) 5.24M -788.4K (-13.1%) 0.10% -0.009 pp 0.33% -0.038 pp USD41.10 +46.9% 19 qtrs
55 TEXAS YALE CAPITAL CORP. 80.4K -515.0 (-0.6%) 4.86M -290.0K (-5.6%) 0.09% -0.001 pp 0.15% -0.015 pp USD38.28 +57.8% 41 qtrs
56 CREATIVE PLANNING 77.5K -644.0 (-0.8%) 4.68M -288.9K (-5.8%) 0.09% -0.001 pp 0.00% 0.000 pp USD44.56 +35.5% 56 qtrs
57 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 76.4K +61.5K (+411.6%) 4.62M +3.7M (+385.9%) 0.09% +0.069 pp 0.16% +0.120 pp USD60.62 -0.4% 5 qtrs
58 CORECAP ADVISORS, LLC 75.5K +10.5K (+16.2%) 4.56M +428.6K (+10.4%) 0.08% +0.012 pp 0.16% +0.009 pp USD59.25 +1.9% 8 qtrs
59 CETERA INVESTMENT ADVISERS 74.6K +6.4K (+9.4%) 4.51M +167.2K (+3.9%) 0.08% +0.007 pp 0.00% 0.000 pp USD52.61 +14.8% 8 qtrs
60 NAVITER WEALTH, LLC 74.0K -7.8K (-9.5%) 4.47M -730.3K (-14.1%) 0.08% -0.009 pp 0.58% -0.023 pp USD50.86 +18.7% 8 qtrs
61 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 73.4K -7.6K (-9.4%) 4.43M -720.4K (-14.0%) 0.08% -0.009 pp 2.16% -0.132 pp USD58.58 +3.1% 5 qtrs
62 TWO SIGMA INVESTMENTS, LP 72.4K -56.6K (-43.9%) 4.37M -3.8M (-46.7%) 0.08% -0.063 pp 0.01% -0.006 pp USD52.78 +14.4% 24 qtrs
63 COMMONWEALTH EQUITY SERVICES, LLC 70.8K -3.7K (-5.0%) 4.28M -464.0K (-9.8%) 0.08% -0.004 pp 0.01% 0.000 pp USD47.94 +26.0% 8 qtrs
64 PEMBROKE MANAGEMENT, LTD 64.5K +1.1K (+1.8%) 3.90M -134.9K (-3.3%) 0.07% +0.001 pp 0.40% +0.003 pp USD48.06 +25.7% 8 qtrs
65 BAKER AVENUE ASSET MANAGEMENT, LP 63.1K +4.4K (+7.6%) 3.81M +80.0K (+2.1%) 0.07% +0.005 pp 0.09% -0.001 pp USD42.39 +42.5% 18 qtrs
66 XTX TOPCO LTD 61.5K +50.4K (+454.9%) 3.71M +3.0M (+427.0%) 0.07% +0.057 pp 0.10% +0.061 pp USD60.97 -1.0% 2 qtrs
67 LARSON FINANCIAL GROUP LLC 58.3K -1.1K (-1.8%) 3.52M -254.1K (-6.7%) 0.07% -0.001 pp 0.12% -0.015 pp USD41.18 +46.6% 15 qtrs
68 KESTRA ADVISORY SERVICES, LLC 58.2K +3.1K (+5.5%) 3.52M +7.8K (+0.2%) 0.07% +0.004 pp 0.01% -0.002 pp USD52.70 +14.6% 22 qtrs
69 IHT WEALTH MANAGEMENT, LLC 56.7K +281.0 (+0.5%) 3.42M -163.5K (-4.6%) 0.06% +0.000 pp 0.08% -0.008 pp USD30.00 +101.3% 37 qtrs
70 55.8K +55.8K (+100.0%) 3.37M +3.4M (+100.0%) 0.06% +0.063 pp 3.09% +3.093 pp USD60.39 +0.0% 1 qtrs NEW
71 BEACON POINTE ADVISORS, LLC 55.3K -453.0 (-0.8%) 3.34M -205.7K (-5.8%) 0.06% -0.001 pp 0.02% -0.007 pp USD63.59 -5.0% 2 qtrs
72 MGB WEALTH MANAGEMENT, LLC 55.2K +2.0K (+3.7%) 3.33M -51.1K (-1.5%) 0.06% +0.002 pp 0.95% -0.003 pp USD51.88 +16.4% 9 qtrs
73 ROCKEFELLER CAPITAL MANAGEMENT L.P. 54.6K -19.7K (-26.5%) 3.30M -1.4M (-30.2%) 0.06% -0.022 pp 0.01% -0.003 pp USD58.05 +4.0% 5 qtrs
74 EXODUSPOINT CAPITAL MANAGEMENT, LP 53.5K +53.5K (+100.0%) 3.23M +3.2M (+100.0%) 0.06% +0.060 pp 0.03% +0.025 pp USD60.39 +0.0% 1 qtrs NEW
75 TAYLOR FRIGON CAPITAL MANAGEMENT LLC 53.2K +1.5K (+2.9%) 3.21M -74.1K (-2.3%) 0.06% +0.002 pp 1.62% -0.008 pp USD42.45 +42.3% 27 qtrs
76 MIDWEST PROFESSIONAL PLANNERS, LTD. 51.9K -3.9K (-7.1%) 3.14M -417.3K (-11.7%) 0.06% -0.004 pp 0.74% -0.124 pp USD54.61 +10.6% 8 qtrs
77 M&T BANK CORP 51.4K +28.0 (+0.1%) 3.10M -162.6K (-5.0%) 0.06% +0.000 pp 0.01% -0.001 pp USD39.13 +54.3% 36 qtrs
78 CWM, LLC 50.9K -14.4K (-22.0%) 3.07M -1.1M (-26.0%) 0.06% -0.016 pp 0.01% -0.004 pp USD61.23 -1.4% 17 qtrs
79 CAPITAL INVESTMENT ADVISORS, LLC 49.9K -285.0 (-0.6%) 3.02M -177.9K (-5.6%) 0.06% 0.000 pp 0.05% -0.007 pp USD37.07 +62.9% 41 qtrs
80 PROSPERA FINANCIAL SERVICES INC 48.2K +194.0 (+0.4%) 2.91M -142.0K (-4.6%) 0.05% +0.000 pp 0.05% -0.004 pp USD41.96 +43.9% 16 qtrs
81 CITADEL ADVISORS LLC 48.1K +600.0 (+1.3%) 2.90M -115.8K (-3.8%) 0.05% +0.001 pp 0.00% +0.000 pp USD55.07 +9.7% 24 qtrs
82 QUANTBOT TECHNOLOGIES LP 47.7K -6.5K (-12.0%) 2.88M -565.3K (-16.4%) 0.05% -0.007 pp 0.10% +0.002 pp USD58.77 +2.8% 16 qtrs
83 ENVESTNET ASSET MANAGEMENT INC 47.6K -75.3K (-61.3%) 2.88M -4.9M (-63.2%) 0.05% -0.084 pp 0.00% -0.001 pp USD47.87 +26.2% 30 qtrs
84 KING LUTHER CAPITAL MANAGEMENT CORP 42.4K +— (+0.0%) 2.56M -135.7K (-5.0%) 0.05% +0.000 pp 0.01% -0.001 pp USD33.14 +82.2% 52 qtrs
85 BANK OF NEW YORK MELLON CORP 41.1K +4.0K (+10.8%) 2.48M +123.1K (+5.2%) 0.05% +0.005 pp 0.00% +0.000 pp USD49.89 +21.0% 33 qtrs
86 FIRST FINANCIAL BANKSHARES INC 41.0K +1.1K (+2.8%) 2.47M -59.5K (-2.3%) 0.05% +0.001 pp 0.05% -0.002 pp USD43.70 +38.2% 9 qtrs
87 NORTHERN TRUST CORP 40.3K -4.7K (-10.3%) 2.44M -425.0K (-14.9%) 0.05% -0.005 pp 0.00% 0.000 pp USD58.70 +2.9% 39 qtrs
88 FOCUS FINANCIAL NETWORK, INC. 38.8K +1.6K (+4.4%) 2.34M -20.9K (-0.9%) 0.04% +0.002 pp 0.08% -0.003 pp USD52.17 +15.8% 8 qtrs
89 BLAIR WILLIAM & CO/IL 38.8K -2.3K (-5.5%) 2.34M -268.9K (-10.3%) 0.04% -0.003 pp 0.01% -0.001 pp USD38.64 +56.3% 36 qtrs
90 FOUNDATIONS INVESTMENT ADVISORS, LLC 37.6K -1.3K (-3.5%) 2.27M -205.8K (-8.3%) 0.04% -0.002 pp 0.03% -0.006 pp USD51.56 +17.1% 13 qtrs
91 ADVISORY SERVICES NETWORK, LLC 37.2K +142.0 (+0.4%) 2.24M -109.9K (-4.7%) 0.04% +0.000 pp 0.03% -0.003 pp USD38.39 +57.3% 36 qtrs
92 DNB ASSET MANAGEMENT AS 37.1K -36.1K (-49.3%) 2.24M -2.4M (-51.9%) 0.04% -0.040 pp 0.01% -0.010 pp USD47.06 +28.3% 10 qtrs
93 SIGMA PLANNING CORP 36.6K -1.5K (-3.9%) 2.21M -211.1K (-8.7%) 0.04% -0.002 pp 0.06% -0.008 pp USD45.77 +31.9% 45 qtrs
94 COLDSTREAM CAPITAL MANAGEMENT INC 36.1K -933.0 (-2.5%) 2.18M -174.8K (-7.4%) 0.04% -0.001 pp 0.03% -0.004 pp USD45.34 +33.2% 9 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
5.00
Bullish
Ratio by volume
2.86
Bullish
Buys
35
Sells
7
Shares acquired
283.4K
Shares disposed
99.2K
Cash buys
Cash sales
Net activity
+184,227
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
2026-05-04 SOLCHER STEPHEN B Director A-Award A Common Stock 448 55.76 25.0K 51,774 D
2026-05-04 SHIVE DUNIA A Director A-Award A Common Stock 1,435 55.76 80.0K 27,038 D
2026-05-04 Lane Brian E. Director A-Award A Common Stock 538 0.00 50,651 D
2026-05-04 JACKSON JOHN EARL Director A-Award A Common Stock 538 0.00 82,706 D
2026-05-04 Griffin Jon Kevin Director A-Award A Common Stock 538 0.00 72,161 D
2026-05-04 FOSTER VINCENT D Director A-Award A Common Stock 538 0.00 1,742,295 D
2026-04-15 SOLCHER STEPHEN B Director J-Other A Common Stock 179 57.83 10.3K 50,788 D
2026-04-15 SHIVE DUNIA A Director J-Other A Common Stock 88 57.83 5.1K 25,066 D
2026-04-15 McHugh Ryan Officer J-Other A Common Stock 31 56.39 1.8K 19,789 D
2026-04-15 Magdol David L. Officer J-Other A Common Stock 58 56.39 3.3K 440,555 D
2026-04-15 Lane Brian E. Director J-Other A Common Stock 62 56.39 3.5K 49,952 D
2026-04-15 JACKSON JOHN EARL Director J-Other A Common Stock 213 57.83 12.3K 82,168 D
2026-04-15 Hyzak Dwayne L. Director / Officer J-Other A Common Stock 408 56.39 23.0K 506,391 D
2026-04-15 Griffin Jon Kevin Director J-Other A Common Stock 20 56.39 1.1K 71,404 D
2026-04-15 FOSTER VINCENT D Director J-Other A Common Stock 13 56.39 731.49 1,740,372 D
2026-04-15 Beauvais Jason B Officer J-Other A Common Stock 99 56.38 5.6K 202,905 D
2026-04-01 NELSON RYAN ROBERT Officer F-InKind D Common Stock 2,352 52.96 124.6K 30,535 D
2026-04-01 Morris Jesse E Director / Officer F-InKind D Common Stock 22,536 52.96 1.19M 267,568 D
2026-04-01 Meserve Nicholas Director / Officer F-InKind D Common Stock 7,700 52.96 407.8K 96,445 D
2026-04-01 McHugh Ryan Officer F-InKind D Common Stock 780 52.96 41.3K 19,721 D
2026-04-01 Magdol David L. Officer F-InKind D Common Stock 23,596 52.96 1.25M 440,437 D
2026-04-01 Hyzak Dwayne L. Director / Officer F-InKind D Common Stock 29,202 52.96 1.55M 505,983 D
2026-04-01 Beauvais Jason B Officer F-InKind D Common Stock 13,004 52.96 688.7K 202,806 D
2026-03-27 SOLCHER STEPHEN B Director J-Other A Common Stock 230 51.53 11.8K 50,609 D
2026-03-27 SHIVE DUNIA A Director J-Other A Common Stock 113 51.53 5.8K 24,978 D
2026-03-27 McHugh Ryan Officer J-Other A Common Stock 31 52.92 1.7K 13,247 D
2026-03-27 Magdol David L. Officer J-Other A Common Stock 71 52.92 3.7K 405,093 D
2026-03-27 Lane Brian E. Director J-Other A Common Stock 208 51.53 10.7K 49,890 D
2026-03-27 JACKSON JOHN EARL Director J-Other A Common Stock 104 52.92 5.5K 81,595 D
2026-03-27 Hyzak Dwayne L. Director / Officer J-Other A Common Stock 499 52.92 26.4K 453,576 D
2026-03-27 Griffin Jon Kevin Director J-Other A Common Stock 25 52.92 1.3K 71,102 D
2026-03-27 FOSTER VINCENT D Director J-Other A Common Stock 16 52.92 838.78 1,738,666 D
2026-03-27 Beauvais Jason B Officer J-Other A Common Stock 121 52.92 6.4K 182,260 D
2026-03-13 SOLCHER STEPHEN B Director J-Other A Common Stock 186 54.89 10.2K 50,379 D
2026-03-13 SHIVE DUNIA A Director J-Other A Common Stock 92 54.89 5.0K 24,864 D
2026-03-13 McHugh Ryan Officer J-Other A Common Stock 23 54.66 1.2K 13,162 D
2026-03-13 Magdol David L. Officer J-Other A Common Stock 59 54.66 3.2K 405,023 D
2026-03-13 Lane Brian E. Director J-Other A Common Stock 63 54.66 3.5K 49,438 D
2026-03-13 JACKSON JOHN EARL Director J-Other A Common Stock 9 55.08 495.72 2,007 I
2026-03-13 Hyzak Dwayne L. Director / Officer J-Other A Common Stock 417 54.66 22.8K 453,076 D
2026-03-13 Griffin Jon Kevin Director J-Other A Common Stock 21 54.66 1.1K 70,849 D
2026-03-13 FOSTER VINCENT D Director J-Other A Common Stock 13 54.66 723.70 1,737,236 D
2026-03-13 Beauvais Jason B Officer J-Other A Common Stock 101 54.66 5.5K 182,139 D
2026-02-13 SOLCHER STEPHEN B Director J-Other A Common Stock 171 59.44 10.2K 50,193 D
2026-02-13 SHIVE DUNIA A Director J-Other A Common Stock 84 59.44 5.0K 24,773 D
2026-02-13 McHugh Ryan Officer J-Other A Common Stock 19 60.89 1.1K 13,116 D
2026-02-13 Magdol David L. Officer J-Other A Common Stock 57 59.58 3.4K 404,848 D
2026-02-13 Lane Brian E. Director J-Other A Common Stock 57 60.89 3.5K 49,220 D
2026-02-13 JACKSON JOHN EARL Director J-Other A Common Stock 78 60.89 4.7K 80,976 D
2026-02-13 Hyzak Dwayne L. Director / Officer J-Other A Common Stock 373 60.89 22.7K 452,659 D
2026-02-13 Griffin Jon Kevin Director J-Other A Common Stock 18 60.89 1.1K 70,618 D
2026-02-13 FOSTER VINCENT D Director J-Other A Common Stock 1,264 60.89 77.0K 1,737,223 D
2026-02-13 Beauvais Jason B Officer J-Other A Common Stock 103 60.89 6.3K 182,038 D
2026-01-15 SOLCHER STEPHEN B Director J-Other A Common Stock 158 64.20 10.1K 50,022 D
2026-01-15 SHIVE DUNIA A Director J-Other A Common Stock 78 64.20 5.0K 24,688 D
2026-01-15 McHugh Ryan Officer J-Other A Common Stock 18 62.27 1.1K 13,075 D
2026-01-15 Magdol David L. Officer J-Other A Common Stock 53 63.79 3.4K 404,739 D
2026-01-15 Lane Brian E. Director J-Other A Common Stock 55 62.27 3.4K 49,021 D
2026-01-15 JACKSON JOHN EARL Director J-Other A Common Stock 8 62.90 503.16 1,990 I
2026-01-15 Hyzak Dwayne L. Director / Officer J-Other A Common Stock 363 62.27 22.6K 452,287 D
2026-01-15 Griffin Jon Kevin Director J-Other A Common Stock 18 62.27 1.1K 70,406 D
2026-01-15 FOSTER VINCENT D Director J-Other A Common Stock 1,231 62.27 76.6K 1,735,948 D
2026-01-15 Beauvais Jason B Officer J-Other A Common Stock 100 62.27 6.2K 181,936 D
2025-12-29 SOLCHER STEPHEN B Director J-Other A Common Stock 195 59.75 11.6K 49,864 D
2025-12-29 SHIVE DUNIA A Director J-Other A Common Stock 96 59.75 5.7K 24,611 D
2025-12-29 McHugh Ryan Officer J-Other A Common Stock 33 60.77 2.0K 13,030 D
2025-12-29 Magdol David L. Officer J-Other A Common Stock 61 60.77 3.7K 404,686 D
2025-12-29 Lane Brian E. Director J-Other A Common Stock 176 59.75 10.5K 48,966 D
2025-12-29 JACKSON JOHN EARL Director J-Other A Common Stock 89 60.77 5.4K 80,401 D
2025-12-29 Hyzak Dwayne L. Director / Officer J-Other A Common Stock 427 60.77 26.0K 451,924 D
2025-12-29 Griffin Jon Kevin Director J-Other A Common Stock 239 59.75 14.3K 70,388 D
2025-12-29 FOSTER VINCENT D Director J-Other A Common Stock 14 60.77 824.16 1,733,257 D
2025-12-29 Beauvais Jason B Officer J-Other A Common Stock 118 60.77 7.2K 181,835 D
2025-12-15 SOLCHER STEPHEN B Director J-Other A Common Stock 162 60.77 9.8K 49,669 D
2025-12-15 SHIVE DUNIA A Director J-Other A Common Stock 80 60.77 4.9K 24,515 D
2025-12-15 McHugh Ryan Officer J-Other A Common Stock 28 62.05 1.7K 12,975 D
2025-12-15 Magdol David L. Officer J-Other A Common Stock 55 60.31 3.3K 404,576 D
2025-12-15 Lane Brian E. Director J-Other A Common Stock 54 62.05 3.3K 48,579 D
2025-12-15 JACKSON JOHN EARL Director J-Other A Common Stock 74 62.05 4.6K 80,118 D
2025-12-15 Hyzak Dwayne L. Director / Officer J-Other A Common Stock 354 62.05 22.0K 451,497 D
2025-12-15 Griffin Jon Kevin Director J-Other A Common Stock 199 60.77 12.1K 70,129 D
2025-12-15 FOSTER VINCENT D Director J-Other A Common Stock 1,200 62.05 74.5K 1,733,244 D
2025-12-15 Beauvais Jason B Officer J-Other A Common Stock 98 62.05 6.1K 181,718 D
2025-11-14 SOLCHER STEPHEN B Director J-Other A Common Stock 168 58.42 9.8K 49,507 D
2025-11-14 SHIVE DUNIA A Director J-Other A Common Stock 83 58.42 4.8K 24,435 D
2025-11-14 McHugh Ryan Officer J-Other A Common Stock 29 58.90 1.7K 12,924 D
2025-11-14 Magdol David L. Officer J-Other A Common Stock 56 58.58 3.3K 404,468 D
2025-11-14 Lane Brian E. Director J-Other A Common Stock 56 58.90 3.3K 48,373 D
2025-11-14 JACKSON JOHN EARL Director J-Other A Common Stock 8 58.00 464.00 1,974 I
2025-11-14 Hyzak Dwayne L. Director / Officer J-Other A Common Stock 371 58.90 21.9K 451,143 D
2025-11-14 Griffin Jon Kevin Director J-Other A Common Stock 18 58.90 1.1K 69,707 D
2025-11-14 FOSTER VINCENT D Director J-Other A Common Stock 12 58.90 694.68 1,730,773 D
2025-11-14 Beauvais Jason B Officer J-Other A Common Stock 102 58.90 6.0K 181,620 D
2025-10-15 SOLCHER STEPHEN B Director J-Other A Common Stock 168 58.13 9.8K 49,339 D
2025-10-15 SHIVE DUNIA A Director J-Other A Common Stock 83 58.13 4.8K 24,352 D
2025-10-15 McHugh Ryan Officer J-Other A Common Stock 29 58.38 1.7K 12,871 D
2025-10-15 Magdol David L. Officer J-Other A Common Stock 56 58.63 3.3K 404,359 D
2025-10-15 Lane Brian E. Director J-Other A Common Stock 57 58.38 3.3K 48,165 D
2025-10-15 JACKSON JOHN EARL Director J-Other A Common Stock 201 58.13 11.7K 79,766 D
2025-10-15 Hyzak Dwayne L. Director / Officer J-Other A Common Stock 373 58.38 21.8K 450,771 D
2025-10-15 Griffin Jon Kevin Director J-Other A Common Stock 18 58.38 1.1K 69,482 D
2025-10-15 FOSTER VINCENT D Director J-Other A Common Stock 12 58.38 691.63 1,729,497 D
2025-10-15 Beauvais Jason B Officer J-Other A Common Stock 103 58.38 6.0K 181,518 D
2025-09-26 SOLCHER STEPHEN B Director J-Other A Common Stock 179 63.75 11.4K 49,171 D
2025-09-26 SHIVE DUNIA A Director J-Other A Common Stock 88 63.75 5.6K 24,269 D
2025-09-26 McHugh Ryan Officer J-Other A Common Stock 31 63.72 2.0K 12,817 D
2025-09-26 Magdol David L. Officer J-Other A Common Stock 57 63.72 3.6K 404,302 D
2025-09-26 Lane Brian E. Director J-Other A Common Stock 61 63.72 3.9K 47,947 D
2025-09-26 JACKSON JOHN EARL Director J-Other A Common Stock 84 63.72 5.3K 79,273 D
2025-09-26 Hyzak Dwayne L. Director / Officer J-Other A Common Stock 400 63.72 25.5K 450,398 D
2025-09-26 Griffin Jon Kevin Director J-Other A Common Stock 20 63.72 1.3K 69,244 D
2025-09-26 FOSTER VINCENT D Director J-Other A Common Stock 13 63.72 809.34 1,728,128 D
2025-09-26 Beauvais Jason B Officer J-Other A Common Stock 110 63.72 7.0K 181,415 D
2025-09-15 SOLCHER STEPHEN B Director J-Other A Common Stock 149 65.17 9.7K 48,992 D
2025-09-15 SHIVE DUNIA A Director J-Other A Common Stock 73 65.17 4.8K 24,181 D
2025-09-15 McHugh Ryan Officer J-Other A Common Stock 20 66.98 1.4K 12,786 D
2025-09-15 Magdol David L. Officer J-Other A Common Stock 49 66.86 3.3K 404,200 D
2025-09-15 Lane Brian E. Director J-Other A Common Stock 134 65.17 8.7K 47,886 D
2025-09-15 JACKSON JOHN EARL Director J-Other A Common Stock 7 66.87 468.09 1,958 I
2025-09-15 Hyzak Dwayne L. Director / Officer J-Other A Common Stock 322 66.98 21.6K 449,998 D
2025-09-15 Griffin Jon Kevin Director J-Other A Common Stock 182 65.17 11.9K 69,225 D
2025-09-15 FOSTER VINCENT D Director J-Other A Common Stock 10 66.98 685.81 1,727,022 D
2025-09-15 Beauvais Jason B Officer J-Other A Common Stock 89 66.98 6.0K 181,304 D
2025-09-02 Beauvais Jason B Officer G-Gift D Common Stock 115 0.00 181,215 D
2025-08-29 Magdol David L. Officer G-Gift D Common Stock 2,182 0.00 404,057 D
2025-08-15 SOLCHER STEPHEN B Director J-Other A Common Stock 146 66.10 9.6K 48,843 D
2025-08-15 SHIVE DUNIA A Director J-Other A Common Stock 72 66.10 4.8K 24,108 D
2025-08-15 McHugh Ryan Officer J-Other A Common Stock 25 67.15 1.7K 12,720 D
2025-08-15 Magdol David L. Officer J-Other A Common Stock 45 67.15 3.0K 404,102 D
2025-08-15 Lane Brian E. Director J-Other A Common Stock 49 67.15 3.3K 47,571 D
2025-08-15 JACKSON JOHN EARL Director J-Other A Common Stock 67 67.15 4.5K 78,770 D
2025-08-15 Hyzak Dwayne L. Director / Officer J-Other A Common Stock 320 67.15 21.5K 449,676 D
2025-08-15 Griffin Jon Kevin Director J-Other A Common Stock 179 66.10 11.8K 69,026 D
2025-08-15 FOSTER VINCENT D Director J-Other A Common Stock 1,465 67.15 98.3K 1,727,012 D
2025-08-15 Beauvais Jason B Officer J-Other A Common Stock 90 67.15 6.1K 181,330 D
2025-08-14 Meserve Nicholas Director / Officer G-Gift D Common Stock 1,000 0.00 96,383 D
2025-08-14 Griffin Jon Kevin Director G-Gift D Common Stock 1,505 0.00 68,832 D
2025-08-14 Beauvais Jason B Officer G-Gift D Common Stock 500 0.00 181,240 D
2025-07-15 SOLCHER STEPHEN B Director J-Other A Common Stock 151 63.50 9.6K 48,697 D
2025-07-15 SHIVE DUNIA A Director J-Other A Common Stock 75 63.50 4.7K 24,036 D
2025-07-15 McHugh Ryan Officer J-Other A Common Stock 26 63.57 1.7K 12,674 D
2025-07-15 Magdol David L. Officer J-Other A Common Stock 48 63.57 3.0K 406,188 D
2025-07-15 Lane Brian E. Director J-Other A Common Stock 51 63.57 3.3K 47,386 D
2025-07-15 JACKSON JOHN EARL Director J-Other A Common Stock 7 63.55 444.85 1,944 I
2025-07-15 Hyzak Dwayne L. Director / Officer J-Other A Common Stock 337 63.57 21.4K 449,355 D
2025-07-15 Griffin Jon Kevin Director J-Other A Common Stock 17 63.57 1.1K 70,151 D
2025-07-15 FOSTER VINCENT D Director J-Other A Common Stock 11 63.57 680.49 1,723,996 D
2025-07-15 Beauvais Jason B Officer J-Other A Common Stock 95 63.57 6.0K 181,740 D
2025-06-27 SOLCHER STEPHEN B Director J-Other A Common Stock 191 58.96 11.2K 48,546 D
2025-06-27 SHIVE DUNIA A Director J-Other A Common Stock 94 58.96 5.5K 23,961 D
2025-06-27 Morris Jesse E Director / Officer S-Sale D Common Stock 10,242 59.04 604.7K 235,698 D
2025-06-27 McHugh Ryan Officer J-Other A Common Stock 27 59.32 1.6K 12,615 D
2025-06-27 Magdol David L. Officer J-Other A Common Stock 60 59.32 3.6K 406,140 D
2025-06-27 Lane Brian E. Director J-Other A Common Stock 64 59.32 3.8K 47,162 D
2025-06-27 JACKSON JOHN EARL Director J-Other A Common Stock 228 58.96 13.4K 78,451 D
2025-06-27 Hyzak Dwayne L. Director / Officer J-Other A Common Stock 423 59.32 25.1K 449,018 D
2025-06-27 Griffin Jon Kevin Director J-Other A Common Stock 234 58.96 13.8K 70,135 D
2025-06-27 FOSTER VINCENT D Director J-Other A Common Stock 1,933 59.32 114.7K 1,723,985 D
2025-06-27 Beauvais Jason B Officer J-Other A Common Stock 119 59.32 7.1K 181,645 D
2025-06-13 SOLCHER STEPHEN B Director J-Other A Common Stock 161 57.76 9.3K 48,356 D
2025-06-13 SHIVE DUNIA A Director J-Other A Common Stock 80 57.76 4.6K 23,867 D
2025-06-13 McHugh Ryan Officer J-Other A Common Stock 28 58.23 1.6K 12,589 D
2025-06-13 Magdol David L. Officer J-Other A Common Stock 55 57.86 3.2K 406,029 D
2025-06-13 Lane Brian E. Director J-Other A Common Stock 146 57.76 8.4K 47,098 D
2025-06-13 JACKSON JOHN EARL Director J-Other A Common Stock 8 57.82 462.52 1,937 I
2025-06-13 Hyzak Dwayne L. Director / Officer J-Other A Common Stock 357 58.23 20.8K 448,595 D
2025-06-13 Griffin Jon Kevin Director J-Other A Common Stock 18 58.23 1.0K 69,682 D
2025-06-13 FOSTER VINCENT D Director J-Other A Common Stock 11 58.23 660.95 1,720,405 D
2025-06-13 Beauvais Jason B Officer J-Other A Common Stock 101 58.23 5.9K 195,190 D
2025-05-16 McHugh Ryan Officer P-Purchase A Common Stock 4,590 54.44 249.9K 12,538 D
2025-05-15 SOLCHER STEPHEN B Director J-Other A Common Stock 172 53.99 9.3K 48,194 D
2025-05-15 SHIVE DUNIA A Director J-Other A Common Stock 85 53.99 4.6K 23,788 D
2025-05-15 Magdol David L. Officer J-Other A Common Stock 59 53.32 3.2K 405,919 D
2025-05-15 Lane Brian E. Director J-Other A Common Stock 59 53.17 3.1K 46,743 D
2025-05-15 JACKSON JOHN EARL Director J-Other A Common Stock 9 53.32 479.87 1,929 I
2025-05-15 Hyzak Dwayne L. Director / Officer J-Other A Common Stock 390 53.17 20.7K 448,238 D
2025-05-15 Griffin Jon Kevin Director J-Other A Common Stock 211 53.99 11.4K 69,665 D
2025-05-15 FOSTER VINCENT D Director J-Other A Common Stock 1,781 53.17 94.7K 1,720,394 D
2025-05-15 Beauvais Jason B Officer J-Other A Common Stock 110 53.17 5.8K 195,089 D
2025-05-05 SOLCHER STEPHEN B Director A-Award A Common Stock 565 0.00 47,551 D
2025-05-05 SHIVE DUNIA A Director A-Award A Common Stock 565 0.00 22,008 D
2025-05-05 Lane Brian E. Director A-Award A Common Stock 565 0.00 45,083 D
2025-05-05 JACKSON JOHN EARL Director A-Award A Common Stock 565 0.00 76,074 D
2025-05-05 Griffin Jon Kevin Director A-Award A Common Stock 565 0.00 67,834 D
2025-05-05 FOSTER VINCENT D Director A-Award A Common Stock 565 0.00 1,718,601 D
2025-04-15 SOLCHER STEPHEN B Director J-Other A Common Stock 170 53.68 9.1K 46,986 D
2025-04-15 SHIVE DUNIA A Director J-Other A Common Stock 77 53.68 4.1K 21,443 D
2025-04-15 Magdol David L. Officer J-Other A Common Stock 55 53.11 2.9K 405,860 D
2025-04-15 Lane Brian E. Director J-Other A Common Stock 56 53.11 3.0K 44,370 D
2025-04-15 JACKSON JOHN EARL Director J-Other A Common Stock 199 53.68 10.7K 75,509 D
2025-04-15 Hyzak Dwayne L. Director / Officer J-Other A Common Stock 388 53.11 20.6K 447,848 D
2025-04-15 Griffin Jon Kevin Director J-Other A Common Stock 204 53.68 10.9K 67,269 D
2025-04-15 FOSTER VINCENT D Director J-Other A Common Stock 12 53.11 654.79 1,716,261 D
2025-04-15 Beauvais Jason B Officer J-Other A Common Stock 109 53.11 5.8K 194,980 D
2025-04-01 NELSON RYAN ROBERT Officer A-Award A Common Stock 6,985 0.00 20,698 D
2025-04-01 Morris Jesse E Director / Officer F-InKind D Common Stock 24,333 56.56 1.38M 270,698 D
2025-04-01 Meserve Nicholas Director / Officer A-Award A Common Stock 18,336 0.00 105,003 D
2025-04-01 McHugh Ryan Officer F-InKind D Common Stock 206 56.56 11.7K 7,948 D
2025-04-01 Magdol David L. Officer A-Award A Common Stock 53,697 0.00 430,879 D
2025-04-01 Hyzak Dwayne L. Director / Officer A-Award A Common Stock 74,216 0.00 476,587 D

Executive team

Top executives
EBIT / Employee
5.00M
Shares Outstanding
90.10M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Dwayne L. Hyzak Member of the Board and Chief Executive Officer 726.3K 3.75M 3.66M 42.8K 8.18M 44.77%
2 2024 David L. Magdol President and Chief Investment Officer 618.8K 2.70M 2.93M 20.6K 6.27M 46.70%
3 2024 Jesse E. Morris Executive Vice President and Chief Operating Officer 603.8K 2.55M 2.80M 20.6K 5.97M 46.85%
4 2024 Jason B. Beauvais Executive Vice President, General Counsel and Secretary 525.0K 1.75M 1.60M 20.6K 3.90M 41.12%
5 2024 Ryan R. Nelson Chief Financial Officer and Treasurer 365.9K 400.0K 476.4K 15.5K 1.26M 37.87%
6 2023 Dwayne L. Hyzak Member of the Board and Chief Executive Officer 691.3K 3.60M 3.22M 249.2K 7.76M 41.48%
7 2023 David L. Magdol President and Chief Investment Officer 592.5K 2.90M 2.79M 20.0K 6.30M 44.25%
8 2023 Jesse E. Morris Executive Vice President and Chief Operating Officer 577.5K 2.75M 2.66M 20.0K 6.01M 44.29%
9 2023 Jason B. Beauvais Executive Vice President, General Counsel and Secretary 501.3K 1.60M 1.55M 20.0K 3.67M 42.15%
10 2022 Dwayne L. Hyzak Member of the Board and Chief Executive Officer 657.5K 3.18M 3.23M 18.8K 7.08M 45.61%
11 2022 David L. Magdol President and Chief Investment Officer 562.5K 2.75M 2.82M 18.8K 6.15M 45.84%
12 2022 Jesse E. Morris Executive Vice President and Chief Operating Officer 547.5K 2.63M 2.77M 18.8K 5.96M 46.45%
13 2022 Jesse E. Morris Executive Vice President, Chief Operating Officer and Chief Financial Officer 547.5K 2.63M 2.77M 18.8K 5.96M 46.45%
14 2022 Jason B. Beauvais Executive Vice President, General Counsel, Chief Compliance Officer and Secretary 468.8K 1.53M 1.44M 18.8K 3.45M 41.63%
15 2022 Jason B. Beauvais Executive Vice President, General Counsel and Secretary 468.8K 1.53M 1.44M 18.8K 3.45M 41.63%
16 2021 Dwayne L. Hyzak Member of the Board and Chief Executive Officer 632.5K 2.60M 1.77M 23.3K 5.03M 35.26%
17 2021 David L. Magdol President and Chief Investment Officer 535.0K 2.28M 1.36M 14.6K 4.18M 32.43%
18 2021 Jesse E. Morris Executive Vice President, Chief Operating Officer and Chief Financial Officer 518.8K 2.05M 1.15M 26.6K 3.74M 30.65%
19 2021 Jason B. Beauvais Executive Vice President, General Counsel, Chief Compliance Officer and Secretary 442.5K 1.15M 1.03M 14.6K 2.64M 39.10%
20 2021 Brent D. Smith Former Chief Financial Officer and Treasurer 248.5K 350.0K 521.5K 13.1K 1.13M 46.02%
21 2020 Dwayne L. Hyzak Member of the Board and Chief Executive Officer 625.0K 300.0K 768.7K 12.8K 1.71M 45.05%
22 2020 David L. Magdol President and Chief Investment Officer 515.0K 260.0K 691.8K 12.8K 1.48M 46.76%
23 2020 Jesse E. Morris Executive Vice President and Chief Operating Officer 495.0K 250.0K 615.0K 12.8K 1.37M 44.80%
24 2020 Jesse E. Morris Executive Vice President, Chief Operating Officer and Chief Financial Officer 495.0K 250.0K 615.0K 12.8K 1.37M 44.80%
25 2020 Jason B. Beauvais Senior Vice President, General Counsel, Chief Compliance Officer and Secretary 416.3K 350.0K 461.2K 12.8K 1.24M 37.19%
26 2020 Jason B. Beauvais Executive Vice President, General Counsel, Chief Compliance Officer and Secretary 416.3K 350.0K 461.2K 12.8K 1.24M 37.19%
27 2020 Brent D. Smith Former Chief Financial Officer and Treasurer 361.3K 100.0K 461.2K 12.8K 935.3K 49.31%
28 2020 Brent D. Smith Chief Financial Officer and Treasurer 361.3K 100.0K 461.2K 12.8K 935.3K 49.31%
29 2019 David L. Magdol President and Chief Investment Officer 500.0K 650.0K 2.51M 12.6K 3.67M 68.36%
30 2019 David L. Magdol President, Chief Investment Officer and Senior Managing Director 500.0K 650.0K 2.51M 12.6K 3.67M 68.36%
31 2019 Dwayne L. Hyzak Member of the Board, Chief Executive Officer and Senior Managing Director 625.0K 650.0K 1.39M 12.6K 2.68M 51.98%
32 2019 Dwayne L. Hyzak Member of the Board and Chief Executive Officer 625.0K 650.0K 1.39M 12.6K 2.68M 51.98%
33 2019 Vincent D. Foster Executive Chairman of the Board 500.0K 575.0K 1.18M 12.6K 2.26M 51.94%
34 2019 Jesse E. Morris Executive Vice President and Chief Operating Officer 205.5K 500.0K 1.50M 2.21M 68.05%
35 2019 Jason B. Beauvais Senior Vice President, General Counsel, Chief Compliance Officer and Secretary 401.3K 550.0K 597.4K 12.6K 1.56M 38.26%
36 2019 Brent D. Smith Chief Financial Officer and Treasurer 346.3K 450.0K 597.4K 12.6K 1.41M 42.48%
37 2018 Vincent D. Foster Executive Chairman of the Board 613.1K 1.50M 1.91M 12.4K 4.03M 47.28%
38 2018 Dwayne L. Hyzak Member of the Board and Chief Executive Officer 557.2K 1.40M 1.27M 12.4K 3.24M 39.26%
39 2018 Dwayne L. Hyzak Member of the Board, Chief Executive Officer and Senior Managing Director 557.2K 1.40M 1.27M 12.4K 3.24M 39.26%
40 2018 David L. Magdol President and Chief Investment Officer 415.0K 1.00M 848.6K 12.4K 2.28M 37.29%
41 2018 David L. Magdol President, Chief Investment Officer and Senior Managing Director 415.0K 1.00M 848.6K 12.4K 2.28M 37.29%
42 2018 Jason B. Beauvais Senior Vice President, General Counsel, Chief Compliance Officer and Secretary 386.3K 575.0K 549.1K 12.4K 1.52M 36.06%
43 2018 Nicholas T. Meserve Managing Director 321.3K 550.0K 549.1K 12.4K 1.43M 38.32%
44 2018 Brent D. Smith Chief Financial Officer and Treasurer 331.3K 500.0K 549.1K 12.4K 1.39M 39.43%
45 2017 Vincent D. Foster Chairman of the Board and Chief Executive Officer 608.8K 1.50M 1.78M 12.2K 3.90M 45.65%
46 2017 Vincent D. Foster Executive Chairman of the Board 608.8K 1.50M 1.78M 12.2K 3.90M 45.65%
47 2017 Dwayne L. Hyzak Member of the Board, Chief Executive Officer and Senior Managing Director 530.0K 1.20M 1.25M 12.2K 2.99M 41.72%
48 2017 Dwayne L. Hyzak Member of the Board, President, Chief Operating Officer and Senior Managing Director 530.0K 1.20M 1.25M 12.2K 2.99M 41.72%
49 2017 David L. Magdol President, Chief Investment Officer and Senior Managing Director 381.3K 900.0K 857.2K 12.2K 2.15M 39.86%
50 2017 David L. Magdol Vice Chairman, Chief Investment Officer and Senior Managing Director 381.3K 900.0K 857.2K 12.2K 2.15M 39.86%
51 2017 Curtis L. Hartman Vice Chairman, Chief Credit Officer and Senior Managing Director 381.3K 180.0K 857.2K 12.2K 1.43M 59.92%
52 2017 Brent D. Smith Chief Financial Officer and Treasurer 316.3K 450.0K 533.8K 12.2K 1.31M 40.68%
53 2016 Vincent D. Foster Chairman of the Board and Chief Executive Officer 586.3K 1.33M 1.61M 11.9K 3.53M 45.50%
54 2016 Vincent D. Foster Executive Chairman of the Board 586.3K 1.33M 1.61M 11.9K 3.53M 45.50%
55 2016 Vincent D. Foster Chairman and Chief Executive Officer 586.3K 1.33M 1.61M 11.9K 3.53M 45.50%
56 2016 Dwayne L. Hyzak Member of the Board, Chief Executive Officer and Senior Managing Director 498.8K 1.00M 1.17M 11.9K 2.68M 43.69%
57 2016 Dwayne L. Hyzak President, Chief Operating Officer and Senior Managing Director 498.8K 1.00M 1.17M 11.9K 2.68M 43.69%
58 2016 Dwayne L. Hyzak Member of the Board, President, Chief Operating Officer and Senior Managing Director 498.8K 1.00M 1.17M 11.9K 2.68M 43.69%
59 2016 David L. Magdol Vice Chairman, Chief Investment Officer and Senior Managing Director 361.3K 575.0K 815.4K 11.9K 1.76M 46.24%
60 2016 David L. Magdol President, Chief Investment Officer and Senior Managing Director 361.3K 575.0K 815.4K 11.9K 1.76M 46.24%
61 2016 Curtis L. Hartman Vice Chairman, Chief Credit Officer and Senior Managing Director 361.3K 525.0K 815.4K 11.9K 1.71M 47.58%
62 2016 Brent D. Smith Chief Financial Officer and Treasurer 300.0K 415.0K 509.6K 11.9K 1.24M 41.21%
63 2015 Vincent D. Foster Chairman and Chief Executive Officer 568.8K 1.30M 1.56M 11.9K 3.44M 45.29%
64 2015 Vincent D. Foster Chairman of the Board and Chief Executive Officer 568.8K 1.30M 1.56M 11.9K 3.44M 45.29%
65 2015 Dwayne L. Hyzak Member of the Board, President, Chief Operating Officer and Senior Managing Director 435.0K 850.0K 1.15M 11.9K 2.45M 47.10%
66 2015 Dwayne L. Hyzak President, Chief Operating Officer and Senior Managing Director 435.0K 850.0K 1.15M 11.9K 2.45M 47.10%
67 2015 Curtis L. Hartman Vice Chairman, Chief Credit Officer and Senior Managing Director 332.5K 625.0K 803.4K 11.9K 1.77M 45.32%
68 2015 David L. Magdol Vice Chairman, Chief Investment Officer and Senior Managing Director 332.5K 575.0K 753.2K 11.9K 1.67M 45.03%
69 2015 Brent D. Smith Chief Financial Officer and Treasurer 282.5K 400.0K 11.9K 694.4K 0.00%
70 2014 Vincent D. Foster Chairman and Chief Executive Officer 536.3K 1.10M 1.41M 11.7K 3.06M 46.09%
71 2014 Vincent D. Foster Chairman, President and Chief Executive Officer 536.3K 1.10M 1.41M 11.7K 3.06M 46.09%
72 2014 Dwayne L. Hyzak President, Chief Operating Officer and Senior Managing Director 377.5K 675.0K 1.06M 11.7K 2.12M 49.82%
73 2014 Dwayne L. Hyzak Chief Operating Officer and Senior Managing Director 377.5K 675.0K 1.06M 11.7K 2.12M 49.82%
74 2014 David L. Magdol Chief Investment Officer and Senior Managing Director 318.8K 440.0K 905.6K 11.7K 1.68M 54.03%
75 2014 David L. Magdol Vice Chairman, Chief Investment Officer and Senior Managing Director 318.8K 440.0K 905.6K 11.7K 1.68M 54.03%
76 2014 Curtis L. Hartman Vice Chairman, Chief Credit Officer and Senior Managing Director 318.8K 510.0K 603.8K 11.7K 1.44M 41.81%
77 2014 Curtis L. Hartman Chief Credit Officer and Senior Managing Director 318.8K 510.0K 603.8K 11.7K 1.44M 41.81%
78 2014 Jason B. Beauvais Senior Vice President, General Counsel, Chief Compliance Officer and Secretary 294.4K 350.0K 402.5K 11.7K 1.06M 38.02%
79 2014 Brent D. Smith Chief Financial Officer and Treasurer 97.0K 150.0K 434.8K 4.8K 686.6K 63.33%
80 2013 Vincent D. Foster Chairman and Chief Executive Officer 490.0K 1.00M 1.23M 11.5K 2.73M 45.09%
81 2013 Vincent D. Foster Chairman, President and Chief Executive Officer 490.0K 1.00M 1.23M 11.5K 2.73M 45.09%
82 2013 Dwayne L. Hyzak Chief Operating Officer and Senior Managing Director 332.5K 545.0K 972.1K 11.5K 1.86M 52.23%
83 2013 Dwayne L. Hyzak President, Chief Operating Officer and Senior Managing Director 332.5K 545.0K 972.1K 11.5K 1.86M 52.23%
84 2013 Dwayne L. Hyzak Chief Financial Officer and Senior Managing Director 332.5K 545.0K 972.1K 11.5K 1.86M 52.23%
85 2013 David L. Magdol Chief Investment Officer and Senior Managing Director 296.3K 440.0K 853.5K 11.5K 1.60M 53.30%
86 2013 David L. Magdol Vice Chairman, Chief Investment Officer and Senior Managing Director 296.3K 440.0K 853.5K 11.5K 1.60M 53.30%
87 2013 Curtis L. Hartman Vice Chairman, Chief Credit Officer and Senior Managing Director 296.3K 365.0K 777.6K 11.5K 1.45M 53.62%
88 2013 Curtis L. Hartman Chief Credit Officer and Senior Managing Director 296.3K 365.0K 777.6K 11.5K 1.45M 53.62%
89 2013 Todd A. Reppert Former Executive Vice Chairman 123.2K 744.5K 197.0K 1.06M 69.93%
90 2013 Jason B. Beauvais Senior Vice President, General Counsel, Chief Compliance Officer and Secretary 280.0K 320.0K 331.9K 11.5K 943.4K 35.18%
91 2013 Jason B. Beauvais Senior Vice President, General Counsel, Chief Compliance Officer and Secretary 280.0K 320.0K 331.9K 11.5K 943.4K 35.18%
92 2012 Vincent D. Foster Chairman, President and Chief Executive Officer 470.5K 1.00M 574.7K 11.3K 2.06M 27.95%
93 2012 Todd A. Reppert Executive Vice Chairman 313.6K 600.0K 416.7K 11.3K 1.34M 31.06%
94 2012 Todd A. Reppert Former Executive Vice Chairman 313.6K 600.0K 416.7K 11.3K 1.34M 31.06%
95 2012 Dwayne L. Hyzak Chief Operating Officer and Senior Managing Director 307.5K 600.0K 377.4K 11.3K 1.30M 29.12%
96 2012 Dwayne L. Hyzak Chief Financial Officer and Senior Managing Director 307.5K 600.0K 377.4K 11.3K 1.30M 29.12%
97 2012 David L. Magdol Chief Investment Officer and Senior Managing Director 282.5K 425.0K 304.4K 11.3K 1.02M 29.75%
98 2012 Curtis L. Hartman Chief Credit Officer and Senior Managing Director 282.5K 425.0K 304.4K 11.3K 1.02M 29.75%
99 2011 Vincent D. Foster Chairman and Chief Executive Officer 453.1K 793.5K 438.8K 115.9K 1.80M 24.36%
100 2011 Vincent D. Foster Chairman, President and Chief Executive Officer 453.1K 793.5K 438.8K 11.0K 1.70M 25.87%
101 2011 Todd A. Reppert President 336.1K 558.2K 296.0K 91.5K 1.28M 23.09%
102 2011 Todd A. Reppert Executive Vice Chairman 336.1K 558.2K 296.0K 11.0K 1.20M 24.64%
103 2011 Todd A. Reppert Former Executive Vice Chairman 336.1K 558.2K 296.0K 11.0K 1.20M 24.64%
104 2011 Rodger A. Stout Chief Compliance Officer, Senior Vice President—Finance and 240.0K 470.3K 204.0K 68.9K 983.1K 20.75%
105 2011 Dwayne L. Hyzak Chief Financial Officer and Senior Managing Director 259.3K 464.3K 218.9K 11.0K 953.4K 22.96%
106 2011 Curtis L. Hartman Chief Credit Officer and Senior Managing Director 251.0K 409.8K 218.9K 10.8K 890.3K 24.58%
107 2011 David L. Magdol Chief Investment Officer and Senior Managing Director 251.0K 371.3K 218.9K 10.8K 851.8K 25.69%
108 2010 Vincent D. Foster Chairman and Chief Executive Officer 419.5K 210.0K 453.5K 99.3K 1.18M 38.36%
109 2010 Vincent D. Foster Chairman and Chief Executive Officer 419.5K 210.0K 453.5K 99.3K 1.18M 38.36%
110 2010 Vincent D. Foster Chairman, President and Chief Executive Officer 419.5K 210.0K 453.5K 11.0K 1.09M 41.46%
111 2010 Todd A. Reppert President 324.7K 160.0K 399.5K 77.7K 962.0K 41.53%
112 2010 Todd A. Reppert President 324.7K 160.0K 399.5K 77.7K 962.0K 41.53%
113 2010 David L. Magdol Chief Investment Officer and Senior Managing Director 231.8K 140.0K 264.7K 61.9K 698.4K 37.89%
114 2010 Dwayne L. Hyzak Chief Financial Officer and Senior Managing Director 231.8K 130.0K 264.7K 67.0K 693.5K 38.16%
115 2010 Curtis L. Hartman Chief Credit Officer and Senior Managing Director 231.8K 110.0K 264.7K 61.9K 668.4K 39.60%
116 2010 Rodger A. Stout Chief Compliance Officer, Senior Vice President—Finance and 231.8K 115.0K 251.1K 64.1K 662.1K 37.93%
117 2010 Rodger A. Stout 231.8K 115.0K 251.1K 64.1K 662.1K 37.93%
118 2010 David L. Magdol Chief Investment Officer and Senior Managing Director 231.8K 140.0K 264.7K 10.0K 646.5K 40.94%
119 2010 Dwayne L. Hyzak Chief Financial Officer and Senior Managing Director 231.8K 130.0K 264.7K 10.0K 636.5K 41.58%
120 2010 Curtis L. Hartman Chief Credit Officer and Senior Managing Director 231.8K 110.0K 264.7K 10.0K 616.5K 42.93%
121 2009 Vincent D. Foster Chairman and Chief Executive Officer 353.9K 445.4K 79.9K 879.3K 50.66%
122 2009 Todd A. Reppert President 316.4K 237.3K 70.7K 624.4K 38.00%
123 2009 Dwayne L. Hyzak Chief Financial Officer and Senior Managing Director 223.2K 142.1K 73.1K 438.4K 32.41%
124 2009 Dwayne L. Hyzak Chief Financial Officer and Senior Managing Director 223.2K 142.1K 73.1K 438.4K 32.41%
125 2009 Rodger A. Stout Chief Compliance Officer, Senior Vice President—Finance and 223.2K 113.0K 71.8K 408.0K 27.69%
126 2009 Rodger A. Stout 223.2K 113.0K 71.8K 408.0K 27.69%
127 2009 David L. Magdol Chief Investment Officer and Senior Managing Director 223.2K 113.0K 68.5K 404.7K 27.91%
128 2009 David L. Magdol Chief Investment Officer and Senior Managing Director 223.2K 113.0K 68.5K 404.7K 27.91%
129 2009 Curtis L. Hartman Chief Credit Officer and Senior Managing Director 223.2K 113.0K 68.5K 404.7K 27.91%
130 2009 Curtis L. Hartman Chief Credit Officer and Senior Managing Director 223.2K 113.0K 68.5K 404.7K 27.91%
131 2007 Chairman Chief Executive Officer 87.2K 89.7K 0.00%
132 2007 President Chief Financial Officer 77.8K 80.3K 0.00%
133 2007 Senior Vice President 52.5K 55.0K 0.00%
134 2007 Chief Compliance Officer, Senior Vice President — Finance and Administration, Treasurer and Secretary 52.5K 54.9K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-23 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-06 8-K
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-05-06 4

Executive team

NameTitleCompensationGender
Dwayne Louis Hyzak CEO, Senior MD & Member of the Board 5M male
David L. Magdol President, Senior MD & Chief Investment Officer 3M male
Jesse Enrique Morris Executive Vice President, Chief Operating Officer & Senior MD 3M male
Jason Beauvais Executive Vice President, General Counsel & Secretary 2M male
Ryan Robert Nelson Chief Financial Officer & Treasurer 952.0K male
Kenneth Colton Braud Managing Director 883.6K male
Vincent D. Foster Chairman of Board of Directors 380.0K male
Kristin Rininger Chief Compliance Officer & Deputy General Counsel female
Mark Piazza MD of Asset Management Business, Head of Investor Relations & Private Capital Formation male
Ryan H. McHugh Vice President & Chief Accounting Officer male
Cory Elvan Gilbert Chief Financial Officer & Treasurer of Asset Management Business male
Brooke Oliver Chief Human Resources Officer female
ESG Rating
B
ASSET MANAGEMENT
2024
E (Environmental)
62.3 / 67.2
Company / Sector avg.
S (Social)
70.2 / 77.3
Company / Sector avg.
G (Governance)
72.1 / 74.6
Company / Sector avg.
ESG Total
68.2 / 73.0
Company / Sector avg.
ESG Score History ASSET MANAGEMENT
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
2021-11-15 2021-12-13 David Cheston Rouzer NC07 Sale (Full) $15,001 - $50,000
2019-02-28 2019-07-26 David Cheston Rouzer NC07 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits