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TPG Mortgage Investment Trust Inc (MITT)

USD7.75 +0.03 (+0.43%)
US NYSE Real Estate REIT - Mortgage
Address 245 Park Avenue 10167
New York City, NY, US
CEO Thomas J. Durkin
IPO 2011-06-30
CIK 1514281 ISIN US0012285013

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Also trades on New York Stock Exchange · MITP (USD) New York Stock Exchange · MITT (USD) New York Stock Exchange · MITT-PA (USD) New York Stock Exchange · MITT-PB (USD) New York Stock Exchange · MITT-PC (USD)
Description

TPG Mortgage Investment Trust Inc (MITT) operates as a U.S.-based real estate investment trust (REIT) primarily concentrated on residential mortgages. Its diverse portfolio includes various residential assets such as non-conforming mortgage loans, non-owner occupied loans backed by government-sponsored entities, both re-performing and non-performing loans, land development financing, and agency residential mortgage-backed securities. The company also maintains a portion of its investments in commercial properties. MITT is structured as a REIT for federal income tax purposes, which typically allows it to bypass federal corporate income taxes if it disperses at least 90% of its taxable earnings to its shareholders. The firm was established in 2011 and is headquartered in New York City.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Western Asset Mortgage Capital Corporation WMC 2023-09-01 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD7.75 +0.03 (+0.43%)
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Volume Profile
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Liquidity & share structure
Average Volume
199.7K
Beta
1.69
Float Shares
30.71M
Free Float %
96.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.52% -1.02% -1.77% -9.95% -0.13% -8.69% +10.35% +43.81% -33.67% -81.13% -86.80%
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 (18 ratings, all time) Buy
Price Targets & DCF
Current price
7.75
Low 9.25 +19.4%
Consensus 9.63 +24.3%
Median 9.63 +24.3%
High 10.00 +29.1%
DCF (Unlevered) 1,475.58 +18,952.1%
DCF (Levered) 158.56 +1,947.2%

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

Ratings Trend (MoM) 67% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 2 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 4
8.94
+15.4%
All Time 7
8.54
+10.3%
Quality scores
Altman Z-Score
0.02
Distress
Piotroski F-Score
5 / 9
Average
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
4 / 5
High
Operational MOAT
  • Revenue growth
    +14.4% Q1'26: +2.1% (vs Q1'25)
  • EPS growth
    -26.8% Q1'26: -228.6% (vs Q1'25)
  • FCF margin
    Q1'26: +18.5% (vs Q1'25)
  • EBIT margin
    Q1'26: -3.1% (vs Q1'25)
  • ROIC
    Q1'26: -0.2% (vs Q1'25)
  • Share dilution
    +5.3% Q1'26: +6.9% (vs Q1'25)
  • Debt / EBITDA
    17.87× Q1'26: -569.27× (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 (1.71) × ERP
WACC = 3% × Ke + 97% × Kd (5.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 1,475.87 Current price: 7.75
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
3 Rev. Ana.
3 EPS Ana.
Dec 2027
3 Rev. Ana.
3 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
13.10M
est: 154.30M (-91.5%)
153.26M
est: 133.28M (+15.0%)
119.09M
est: 106.04M (+12.3%)
124.18M
est: 89.50M (+38.7%)
114.75M
est: 83.10M (+38.1%)
127.41M
est: 102.30M (+24.5%)
147.30M
est: 107.96M (+36.4%)
-181.26M
est: 67.91M (-366.9%)
67.52M
est: 61.28M (+10.2%)
256.77M
est: 48.52M (+429.2%)
274.71M
est: 70.19M (+291.4%)
413.19M
est: 78.17M (+428.6%)
472.69M
est: 83.83M (+463.9%)
89.40M
86.80M – 91.79M
+6.6% YoY
101.86M
98.90M – 104.59M
+13.9% YoY
106.84M
106.84M – 106.84M
+4.9% YoY
EBITDA
-2.98M
est: -5.85M (+49.0%)
135.81M
est: 127.43M (+6.6%)
45.05M
est: 46.37M (-2.8%)
97.47M
162.28M
74.01M
est: 61.50M (+20.3%)
187.45M
-384.64M
131.44M
65.82M
est: -333.78M (+119.7%)
266.28M
est: 58.82M (+352.7%)
398.45M
est: 64.86M (+514.3%)
453.35M
est: 69.57M (+551.7%)
74.19M
72.03M – 76.17M
+6.6% YoY
84.53M
82.07M – 86.79M
+13.9% YoY
88.66M
88.66M – 88.66M
+4.9% YoY
EBIT
-2.98M
est: -3.45M (+13.6%)
135.81M
45.05M
97.47M
162.28M
est: -5.05M (+3,316.0%)
74.01M
187.45M
-384.64M
131.44M
65.82M
266.28M
est: 58.25M (+357.2%)
398.45M
est: 64.86M (+514.3%)
453.35M
est: 69.57M (+551.7%)
74.19M
72.03M – 76.17M
+6.6% YoY
84.53M
82.07M – 86.79M
+13.9% YoY
88.66M
88.66M – 88.66M
+4.9% YoY
Net Income
-31.58M
est: -34.25M (+7.8%)
109.40M
est: 102.69M (+6.5%)
13.82M
est: 13.89M (-0.5%)
63.68M
est: 58.53M (+8.8%)
118.56M
est: 114.64M (+3.4%)
1.57M
est: -7.25M (+121.6%)
92.92M
est: 93.67M (-0.8%)
-420.92M
est: -1.34B (+68.6%)
104.19M
est: 38.92M (+167.7%)
-53.10M
est: -1.18B (+95.5%)
53.78M
est: 58.97M (-8.8%)
55.74M
est: 24.33M (+129.0%)
48.67M
est: 26.57M (+83.2%)
33.76M
32.53M – 34.99M
+27.1% YoY
38.95M
37.53M – 40.36M
+15.4% YoY
46.03M
43.34M – 46.61M
+18.2% YoY
SGA
est: 10.79M (-100.0%)
est: 9.70M (-100.0%)
est: 10.48M (-100.0%)
est: 9.51M (-100.0%)
est: 9.91M (-100.0%)
est: 10.06M (-100.0%)
est: 11.76M (-100.0%)
est: -2.60M (+100.0%)
6.81M
est: -2.34M (+390.8%)
8.10M
est: 24.18M (-66.5%)
7.71M
est: 63.6K (+12,026.9%)
7.53M
est: 2.87M (+162.9%)
2.14M
est: 3.07M (-30.3%)
3.28M
3.18M – 3.36M
+6.6% YoY
3.73M
3.63M – 3.83M
+13.9% YoY
3.92M
3.92M – 3.92M
+4.9% YoY
EPS
-3.39
est: 2.74 (-223.7%)
10.14
est: 2.20 (+360.9%)
0.03
est: 6.71 (-99.6%)
5.40
est: 5.54 (-2.6%)
11.31
est: 5.70 (+98.4%)
-1.26
est: 6.68 (-118.9%)
7.16
est: 5.12 (+39.8%)
-36.73
est: -45.42 (+19.1%)
5.29
est: 1.32 (+301.2%)
-3.12
est: 0.11 (-3,067.5%)
1.68
est: 1.89 (-11.0%)
1.23
est: 0.78 (+56.8%)
0.90
est: 0.86 (+5.1%)
1.09
1.05 – 1.13
+27.1% YoY
1.26
1.21 – 1.30
+15.4% YoY
1.45
1.40 – 1.50
+15.5% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-01 Keefe, Bruyette & Woods Market Perform Market Perform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B 3/5 2/5 3/5 3/5 1/5 4/5 4/5
2026-05-08 B+ 3/5 2/5 3/5 3/5 1/5 4/5 5/5
2026-05-07 B+ 3/5 2/5 3/5 3/5 1/5 4/5 5/5
2026-05-06 B+ 3/5 2/5 3/5 3/5 1/5 4/5 5/5
2026-05-05 B+ 3/5 3/5 3/5 3/5 1/5 4/5 5/5
2026-05-04 B+ 3/5 3/5 3/5 3/5 1/5 4/5 5/5
2026-05-01 B+ 3/5 3/5 3/5 3/5 1/5 4/5 5/5
2026-04-30 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-29 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-28 B+ 3/5 3/5 4/5 3/5 1/5 4/5 4/5
2026-04-27 B+ 3/5 3/5 4/5 3/5 1/5 4/5 4/5
2026-04-24 A- 4/5 3/5 4/5 4/5 1/5 4/5 4/5
2026-04-23 A- 4/5 3/5 3/5 4/5 1/5 4/5 5/5
2026-04-22 A- 4/5 3/5 3/5 4/5 1/5 4/5 5/5
2026-04-21 A- 4/5 3/5 4/5 4/5 1/5 4/5 4/5
2026-04-20 A- 4/5 3/5 4/5 4/5 1/5 4/5 4/5
2026-04-17 A- 4/5 3/5 4/5 4/5 1/5 4/5 4/5
2026-04-16 A- 4/5 3/5 4/5 4/5 1/5 4/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-388.71M
OE per share TTM
-13.17
Owner's Yield
-158.13%
Maintenance CapEx ratio
811.92%
Maint CapEx / Avg PPE
-321.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
20
Total invested
3.03M
Insider transactions (90d)
5
Beneficial owners (>5%)
21
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Beach Point Capital Management LP ("Beach Point Capital") 2.37M 10.53% 2.37M 2.37M IA Delaware 2022-09-12
2 Beach Point GP LLC ("Beach Point GP") 2.37M 10.53% 2.37M 2.37M HC Delaware 2022-09-12
3 Andrew W. Olson 2.06M 8.60% 2.06M 10.00 HC, IN United States 2022-04-12
4 Hill Country Asset Management, LP 2.06M 8.60% 2.06M 10.00 IA, PN Delaware 2022-04-12
5 Hill Country Special Opportunities Master Fund, LP 2.06M 8.60% 2.06M 2.06M 10.00 FI, PN Cayman Islands 2022-04-12
6 Steven L. Kuhn 2.06M 8.60% 2.06M 10.00 HC, IN United States 2022-04-12
7 (1) BlackRock, Inc. 2.04M 6.90% 2.01M HC Delaware 2024-11-08
8 Fuller & Thaler Asset Management, Inc. 1.72M 5.26% 1.69M 1.72M IA California 2020-02-14
9 The Vanguard Group - 23-1945930 1.53M 5.24% 1.52M 12.3K IA Pennsylvania 2024-02-13
10 Legg Mason Investment Counsel, LLC26-0103189 1.14M 4.02% 799.3K 1.14M IA Maryland 2014-02-14
11 Adi Wolf 1.09M 6.10% 44.2K 1.44M 39.3K IN Pennsylvania 2014-02-10
12 Terra Capital Partners, LLC 1.05M 5.20% 1.05M 1.05M CO Delaware, United States 2023-07-25
13 Terra Fund Advisors, LLC 1.05M 5.20% 1.05M 1.05M IA Delaware, United States 2023-07-25
14 Terra Property Trust, Inc. 1.05M 5.20% 1.05M 1.05M CO Maryland, United States 2023-07-25
15 Legg Mason Investment Counsel & Trust Co., N.A.52-2194681 53.4K 0.19% 53.4K 53.4K BK Maryland 2014-02-14
16 EJF Capital LLC 0.00% IA Delaware 2022-02-11
17 EJF Debt Opportunities GP, LLC 0.00% OO Delaware 2022-02-11
18 EJF Debt Opportunities II GP, LLC 0.00% OO 2021-02-11
19 EJF Debt Opportunities Master Fund II, LP 0.00% PN 2021-02-11
20 EJF Debt Opportunities Master Fund, L.P. 0.00% PN Delaware 2022-02-11
21 Emanuel J. Friedman 0.00% IN Delaware 2022-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
20
-90 vs prev Q
New positions
4
Closed positions
93
Increased
7
Reduced
7
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 BLACKROCK, INC. 2.44M +110.1K (+4.7%) 20.81M +3.9M (+23.2%) 7.86% +0.010 pp 0.00% +0.000 pp USD7.42 +14.8% 6 qtrs
2 ANGELO GORDON & CO., L.P. 2.32M +— (+0.0%) 19.73M +3.0M (+17.7%) 7.46% -0.343 pp 1.86% -0.188 pp USD7.64 +11.5% 18 qtrs
3 VANGUARD GROUP INC 1.62M +50.8K (+3.2%) 13.76M +2.4M (+21.5%) 5.20% -0.068 pp 0.00% +0.000 pp USD8.49 +0.4% 18 qtrs
4 GEODE CAPITAL MANAGEMENT, LLC 710.9K +11.7K (+1.7%) 6.06M +996.0K (+19.7%) 2.29% -0.066 pp 0.00% +0.000 pp USD7.31 +16.6% 18 qtrs
5 STATE STREET CORP 576.1K +12.6K (+2.2%) 5.04M +842.1K (+20.1%) 1.86% -0.043 pp 0.00% +0.000 pp USD7.28 +17.0% 18 qtrs
6 LSV ASSET MANAGEMENT 306.3K +— (+0.0%) 2.61M +393.0K (+17.7%) 0.99% -0.045 pp 0.01% +0.001 pp USD7.03 +21.2% 7 qtrs
7 RENAISSANCE TECHNOLOGIES LLC 295.7K -50.6K (-14.6%) 2.52M +12.2K (+0.5%) 0.95% -0.214 pp 0.00% +0.001 pp USD7.10 +20.0% 18 qtrs
8 PRUDENTIAL FINANCIAL INC 243.0K -9.1K (-3.6%) 2.07M +244.8K (+13.4%) 0.78% -0.067 pp 0.00% +0.000 pp USD7.14 +19.3% 7 qtrs
9 NORTHERN TRUST CORP 238.6K -11.6K (-4.6%) 2.03M +221.5K (+12.2%) 0.77% -0.074 pp 0.00% +0.000 pp USD7.63 +11.7% 18 qtrs
10 MILLENNIUM MANAGEMENT LLC 235.0K +235.0K (+100.0%) 2.00M +2.0M (+100.0%) 0.76% +0.757 pp 0.00% +0.001 pp USD8.52 +0.0% 18 qtrs
11 JANNEY MONTGOMERY SCOTT LLC 193.4K +5.0K (+2.7%) 1.65M +284.0K (+20.8%) 0.62% -0.012 pp 0.00% +0.001 pp USD6.41 +32.9% 8 qtrs
12 UBS GROUP AG 188.5K -18.7K (-9.0%) 1.61M +106.3K (+7.1%) 0.61% -0.091 pp 0.00% +0.000 pp USD6.85 +24.4% 18 qtrs
13 ACADIAN ASSET MANAGEMENT LLC 161.2K +24.6K (+18.0%) 1.37M +384.0K (+38.9%) 0.52% +0.059 pp 0.00% +0.001 pp USD7.49 +13.8% 7 qtrs
14 GOLDMAN SACHS GROUP INC 152.9K +38.2K (+33.3%) 1.30M +472.3K (+56.8%) 0.49% +0.106 pp 0.00% +0.000 pp USD7.63 +11.7% 18 qtrs
15 PENSERRA CAPITAL MANAGEMENT LLC 145.1K -9.7K (-6.3%) 1.24M +116.0K (+10.4%) 0.47% -0.054 pp 0.01% +0.001 pp USD7.54 +13.0% 3 qtrs
16 MORGAN STANLEY 137.9K +22.1K (+19.1%) 1.18M +336.8K (+40.2%) 0.44% +0.054 pp 0.00% +0.000 pp USD7.15 +19.2% 18 qtrs
17 AQR CAPITAL MANAGEMENT LLC 124.7K +28.4K (+29.5%) 1.06M +365.4K (+52.4%) 0.40% +0.077 pp 0.00% +0.000 pp USD7.61 +12.0% 3 qtrs
18 BRIDGEWAY CAPITAL MANAGEMENT, LLC 104.1K +— (+0.0%) 887.2K +133.3K (+17.7%) 0.34% -0.015 pp 0.02% +0.003 pp USD6.30 +35.2% 9 qtrs
19 JACOBS LEVY EQUITY MANAGEMENT, INC 91.4K +24.8K (+37.2%) 778.5K +296.3K (+61.4%) 0.29% +0.070 pp 0.00% +0.001 pp USD7.69 +10.8% 3 qtrs
20 VOYA INVESTMENT MANAGEMENT LLC 89.5K +1.8K (+2.0%) 762.1K +127.4K (+20.1%) 0.29% -0.007 pp 0.00% +0.000 pp USD7.41 +15.0% 6 qtrs
21 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 87.0K +70.0K (+412.3%) 741.0K +618.0K (+502.4%) 0.28% +0.223 pp 0.00% +0.002 pp USD8.27 +3.0% 2 qtrs
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 84.5K +3.2K (+4.0%) 720.1K +131.7K (+22.4%) 0.27% -0.002 pp 0.00% +0.000 pp USD7.07 +20.5% 16 qtrs
23 INVESCO LTD. 84.1K -2.7K (-3.1%) 716.8K +88.4K (+14.1%) 0.27% -0.021 pp 0.00% +0.000 pp USD7.09 +20.2% 18 qtrs
24 BANK OF NEW YORK MELLON CORP 69.2K -573.0 (-0.8%) 589.8K +84.5K (+16.7%) 0.22% -0.012 pp 0.00% +0.000 pp USD6.68 +27.5% 18 qtrs
25 BARCLAYS PLC 64.1K +15.3K (+31.4%) 546.2K +179.9K (+49.1%) 0.21% +0.042 pp 0.00% +0.000 pp USD7.43 +14.7% 16 qtrs
26 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 58.8K -37.9K (-39.2%) 501.1K -199.1K (-28.4%) 0.19% -0.136 pp 0.00% -0.001 pp USD6.77 +25.8% 10 qtrs
27 QUBE RESEARCH & TECHNOLOGIES LTD 57.9K +57.9K (+100.0%) 493.4K +493.4K (+100.0%) 0.19% +0.187 pp 0.00% +0.001 pp USD8.52 +0.0% 1 qtrs NEW
28 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 56.4K +35.0K (+163.0%) 480.7K +325.4K (+209.5%) 0.18% +0.109 pp 0.00% +0.002 pp USD8.03 +6.1% 2 qtrs
29 TWO SIGMA INVESTMENTS, LP 53.6K +6.6K (+14.0%) 456.4K +116.2K (+34.2%) 0.17% +0.014 pp 0.00% +0.000 pp USD6.63 +28.5% 12 qtrs
30 AMERIPRISE FINANCIAL INC 50.6K +40.1K (+379.9%) 431.2K +354.8K (+464.5%) 0.16% +0.128 pp 0.00% +0.000 pp USD8.25 +3.3% 2 qtrs
31 JANE STREET GROUP, LLC 49.4K +49.4K (+100.0%) 420.9K +420.9K (+100.0%) 0.16% +0.159 pp 0.00% +0.000 pp USD8.52 +0.0% 1 qtrs NEW
32 PRICE T ROWE ASSOCIATES INC /MD/ 48.7K +— (+0.0%) 415.0K +62.0K (+17.6%) 0.16% -0.007 pp 0.00% +0.000 pp USD8.12 +4.9% 18 qtrs
33 NUVEEN, LLC 48.0K +— (+0.0%) 409.2K +61.5K (+17.7%) 0.15% -0.007 pp 0.00% +0.000 pp USD7.30 +16.7% 4 qtrs
34 BAILARD, INC. 46.2K +46.2K (+100.0%) 393.6K +393.6K (+100.0%) 0.15% +0.149 pp 0.01% +0.009 pp USD8.52 +0.0% 4 qtrs
35 DEUTSCHE BANK AG\ 44.4K +— (+0.0%) 378.7K +56.9K (+17.7%) 0.14% -0.007 pp 0.00% +0.000 pp USD7.49 +13.8% 3 qtrs
36 LPL FINANCIAL LLC 42.6K +3.1K (+7.8%) 362.6K +76.7K (+26.8%) 0.14% +0.004 pp 0.00% +0.000 pp USD7.25 +17.5% 7 qtrs
37 RITHOLTZ WEALTH MANAGEMENT 38.8K +24.9K (+180.3%) 330.2K +230.1K (+229.9%) 0.12% +0.078 pp 0.01% +0.004 pp USD8.06 +5.7% 2 qtrs
38 EXODUSPOINT CAPITAL MANAGEMENT, LP 37.8K +37.8K (+100.0%) 322.0K +322.0K (+100.0%) 0.12% +0.122 pp 0.00% +0.003 pp USD8.52 +0.0% 1 qtrs NEW
39 RHUMBLINE ADVISERS 35.6K -6.2K (-14.9%) 303.7K +527.0 (+0.2%) 0.11% -0.026 pp 0.00% +0.000 pp USD6.66 +27.9% 11 qtrs
40 WILEY BROS.-AINTREE CAPITAL, LLC 35.1K +— (+0.0%) 299.1K +44.9K (+17.7%) 0.11% -0.005 pp 0.00% 0.000 pp USD6.42 +32.7% 9 qtrs
41 BANK OF AMERICA CORP /DE/ 34.6K +16.3K (+89.6%) 294.6K +162.5K (+123.1%) 0.11% +0.050 pp 0.00% +0.000 pp USD7.59 +12.3% 18 qtrs
42 WELLS FARGO & COMPANY/MN 32.7K +10.7K (+48.6%) 278.2K +119.1K (+74.9%) 0.11% +0.031 pp 0.00% +0.000 pp USD7.44 +14.5% 18 qtrs
43 CETERA INVESTMENT ADVISERS 31.3K +1.7K (+5.9%) 266.6K +52.6K (+24.6%) 0.10% +0.001 pp 0.00% +0.000 pp USD7.47 +14.1% 4 qtrs
44 GSA CAPITAL PARTNERS LLP 23.0K +23.0K (+100.0%) 196.0K +196.0K (+100.0%) 0.07% +0.074 pp 0.02% +0.017 pp USD8.52 +0.0% 1 qtrs NEW
45 IEQ CAPITAL, LLC 21.5K +3.8K (+21.7%) 183.3K +55.3K (+43.2%) 0.07% +0.010 pp 0.00% +0.000 pp USD7.47 +14.1% 4 qtrs
46 ALLIANCEBERNSTEIN L.P. 20.3K +— (+0.0%) 172.7K +25.9K (+17.7%) 0.07% -0.003 pp 0.00% +0.000 pp USD7.49 +13.8% 3 qtrs
47 19.7K +19.7K (+100.0%) 167.8K +167.8K (+100.0%) 0.06% +0.063 pp 0.12% +0.121 pp USD8.52 +0.0% 1 qtrs NEW
48 QUEST PARTNERS LLC 17.3K +8.0K (+85.5%) 147.4K +79.9K (+118.3%) 0.06% +0.024 pp 0.01% +0.004 pp USD7.83 +8.8% 4 qtrs
49 MOORS & CABOT, INC. 16.6K +— (+0.0%) 141.4K +21.3K (+17.7%) 0.05% -0.003 pp 0.01% +0.001 pp USD7.24 +17.7% 2 qtrs
50 SUSQUEHANNA INTERNATIONAL GROUP, LLP 16.2K +16.2K (+100.0%) 137.9K +137.9K (+100.0%) 0.05% +0.052 pp 0.00% +0.000 pp USD8.52 +0.0% 18 qtrs
51 VERUS CAPITAL PARTNERS, LLC 16.0K +— (+0.0%) 136.3K +20.5K (+17.7%) 0.05% -0.002 pp 0.01% +0.000 pp USD7.24 +17.7% 2 qtrs
52 MML INVESTORS SERVICES, LLC 14.4K +14.4K (+100.0%) 122.9K +122.9K (+100.0%) 0.05% +0.046 pp 0.00% +0.000 pp USD8.52 +0.0% 1 qtrs NEW
53 CITADEL ADVISORS LLC 14.4K -500.0 (-3.4%) 122.7K +14.8K (+13.7%) 0.05% -0.004 pp 0.00% +0.000 pp USD7.33 +16.2% 18 qtrs
54 HIGHTOWER ADVISORS, LLC 14.3K +14.3K (+100.0%) 122.0K +122.0K (+100.0%) 0.05% +0.046 pp 0.00% +0.000 pp USD8.52 +0.0% 1 qtrs NEW
55 RMB CAPITAL MANAGEMENT, LLC 14.1K +128.0 (+0.9%) 120.6K +19.1K (+18.8%) 0.05% -0.002 pp 0.00% +0.000 pp USD7.52 +13.3% 6 qtrs
56 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 13.4K +318.0 (+2.4%) 114.6K +19.5K (+20.5%) 0.04% -0.001 pp 0.00% +0.000 pp USD7.49 +13.8% 6 qtrs
57 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13.2K +13.2K (+100.0%) 112.5K +112.5K (+100.0%) 0.04% +0.043 pp 0.00% +0.000 pp USD8.52 +0.0% 1 qtrs NEW
58 PROSPERA FINANCIAL SERVICES INC 12.4K +354.0 (+3.0%) 105.3K +18.4K (+21.2%) 0.04% -0.001 pp 0.00% +0.000 pp USD7.28 +17.0% 2 qtrs
59 JPMORGAN CHASE & CO 11.4K +182.0 (+1.6%) 97.3K +15.9K (+19.6%) 0.04% -0.001 pp 0.00% +0.000 pp USD6.29 +35.5% 18 qtrs
60 INTECH INVESTMENT MANAGEMENT LLC 11.1K -2.0K (-15.6%) 94.6K -618.0 (-0.6%) 0.04% -0.009 pp 0.00% +0.000 pp USD6.80 +25.3% 5 qtrs
61 METLIFE INVESTMENT MANAGEMENT, LLC 10.9K -5.2K (-32.4%) 92.8K -23.8K (-20.4%) 0.04% -0.019 pp 0.00% 0.000 pp USD7.24 +17.7% 7 qtrs
62 VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC 10.9K +10.9K (+100.0%) 92.5K +92.5K (+100.0%) 0.04% +0.035 pp 0.00% +0.001 pp USD8.52 +0.0% 1 qtrs NEW
63 VERITION FUND MANAGEMENT LLC 10.8K +— (+0.0%) 91.7K +13.8K (+17.7%) 0.03% -0.002 pp 0.00% +0.000 pp USD7.55 +12.8% 5 qtrs
64 CERITY PARTNERS LLC 10.5K +10.5K (+100.0%) 89.7K +89.7K (+100.0%) 0.03% +0.034 pp 0.00% +0.000 pp USD8.52 +0.0% 1 qtrs NEW
65 SEI INVESTMENTS CO 10.4K +— (+0.0%) 88.7K +13.3K (+17.7%) 0.03% -0.002 pp 0.00% +0.000 pp USD7.55 +12.8% 3 qtrs
66 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 9.6K +600.0 (+6.7%) 81.5K +16.6K (+25.6%) 0.03% +0.001 pp 0.00% +0.000 pp USD7.40 +15.1% 3 qtrs
67 RUSSELL INVESTMENTS GROUP, LTD. 9.4K +2.3K (+32.9%) 80.3K +29.0K (+56.4%) 0.03% +0.007 pp 0.00% +0.000 pp USD7.50 +13.6% 6 qtrs
68 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 8.2K +— (+0.0%) 70.1K +10.5K (+17.7%) 0.03% -0.001 pp 0.00% +0.000 pp USD6.83 +24.7% 5 qtrs
69 ADVISOR GROUP HOLDINGS, INC. 7.3K -1.4K (-16.4%) 62.2K -3.7K (-5.6%) 0.02% -0.006 pp 0.00% +0.000 pp USD7.63 +11.7% 18 qtrs
70 BNP PARIBAS ARBITRAGE, SNC 6.5K +1.1K (+19.9%) 55.3K +16.1K (+41.1%) 0.02% +0.003 pp 0.00% +0.000 pp USD7.21 +18.2% 5 qtrs
71 CWM, LLC 6.4K +970.0 (+17.8%) 55.0K +16.0K (+41.0%) 0.02% +0.002 pp 0.00% +0.000 pp USD7.51 +13.4% 6 qtrs
72 STRS OHIO 5.4K +— (+0.0%) 46.0K +6.9K (+17.7%) 0.02% -0.001 pp 0.00% +0.000 pp USD6.56 +29.9% 7 qtrs
73 NATIONAL BANK OF CANADA /FI/ 5.1K +— (+0.0%) 43.5K +6.6K (+17.8%) 0.02% -0.001 pp 0.00% +0.000 pp USD8.43 +1.1% 17 qtrs
74 KEMNAY ADVISORY SERVICES INC. 4.7K +4.7K (+100.0%) 40.4K +40.4K (+100.0%) 0.02% +0.015 pp 0.01% +0.006 pp USD8.52 +0.0% 1 qtrs NEW
75 FMR LLC 4.6K +2.0K (+74.9%) 39.3K +20.2K (+105.7%) 0.01% +0.006 pp 0.00% +0.000 pp USD7.85 +8.5% 14 qtrs
76 GROUP ONE TRADING, L.P. 4.2K +1.8K (+75.1%) 35.8K +18.4K (+106.1%) 0.01% +0.005 pp 0.00% +0.000 pp USD7.79 +9.4% 6 qtrs
77 NISA INVESTMENT ADVISORS, LLC 2.8K -1.9K (-40.2%) 24.8K -10.2K (-29.1%) 0.01% -0.007 pp 0.00% 0.000 pp USD7.76 +9.8% 19 qtrs
78 AMERITAS INVESTMENT PARTNERS, INC. 2.8K +— (+0.0%) 24.0K +3.6K (+17.7%) 0.01% 0.000 pp 0.00% +0.000 pp USD6.56 +29.9% 7 qtrs
79 CITIGROUP INC 2.6K +2.2K (+688.3%) 21.8K +19.5K (+827.7%) 0.01% +0.007 pp 0.00% +0.000 pp USD8.22 +3.6% 9 qtrs
80 LEGAL & GENERAL GROUP PLC 2.4K +— (+0.0%) 20.5K +3.1K (+17.7%) 0.01% 0.000 pp 0.00% +0.000 pp USD6.56 +29.9% 7 qtrs
81 UBS ASSET MANAGEMENT AMERICAS INC 2.2K +2.2K (+100.0%) 18.4K +18.4K (+100.0%) 0.01% +0.007 pp 0.00% +0.000 pp USD8.52 +0.0% 1 qtrs NEW
82 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.8K -327.0 (-15.7%) 15.0K -115.0 (-0.8%) 0.01% -0.001 pp 0.00% +0.000 pp USD6.56 +29.9% 7 qtrs
83 NEW YORK STATE COMMON RETIREMENT FUND 1.7K +— (+0.0%) 14.5K +2.2K (+17.7%) 0.01% 0.000 pp 0.00% +0.000 pp USD6.56 +29.9% 7 qtrs
84 STERLING CAPITAL MANAGEMENT LLC 1.6K -276.0 (-14.3%) 14.0K +112.0 (+0.8%) 0.01% -0.001 pp 0.00% +0.000 pp USD7.50 +13.6% 6 qtrs
85 ROCKEFELLER CAPITAL MANAGEMENT L.P. 1.5K +591.0 (+68.4%) 12.4K +6.1K (+98.2%) 0.00% +0.002 pp 0.00% +0.000 pp USD7.76 +9.8% 2 qtrs
86 TOWER RESEARCH CAPITAL LLC (TRC) 1.4K -1.2K (-46.8%) 12.0K -7.2K (-37.4%) 0.00% -0.004 pp 0.00% 0.000 pp USD7.33 +16.2% 18 qtrs
87 AMALGAMATED BANK 899.00 -97.0 (-9.7%) 8.0K +1.0K (+14.3%) 0.00% -0.001 pp 0.00% +0.000 pp USD6.56 +29.9% 7 qtrs
88 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 810.00 +810.0 (+100.0%) 6.9K +6.9K (+100.0%) 0.00% +0.003 pp 0.00% +0.001 pp USD8.52 +0.0% 1 qtrs NEW
89 FLAGSHIP HARBOR ADVISORS, LLC 758.00 +758.0 (+100.0%) 6.5K +6.5K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD8.52 +0.0% 1 qtrs NEW
90 ROYAL BANK OF CANADA 794.00 -454.0 (-36.4%) 6.0K -3.0K (-33.3%) 0.00% -0.002 pp 0.00% +0.000 pp USD6.80 +25.3% 17 qtrs
91 GEN-WEALTH PARTNERS INC 694.00 +694.0 (+100.0%) 5.9K +5.9K (+100.0%) 0.00% +0.002 pp 0.00% +0.002 pp USD8.52 +0.0% 1 qtrs NEW
92 QUARRY LP 602.00 +602.0 (+100.0%) 5.1K +5.1K (+100.0%) 0.00% +0.002 pp 0.00% +0.001 pp USD8.52 +0.0% 1 qtrs NEW
93 GABLES CAPITAL MANAGEMENT INC. 516.00 +— (+0.0%) 4.4K +660.0 (+17.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD11.43 -25.5% 18 qtrs
94 OPTIVER HOLDING B.V. 514.00 +— (+0.0%) 4.4K +658.0 (+17.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD7.24 +17.7% 2 qtrs
95 EVERSOURCE WEALTH ADVISORS, LLC 509.00 -59.0 (-10.4%) 4.3K +224.0 (+5.4%) 0.00% 0.000 pp 0.00% +0.000 pp USD7.20 +18.3% 7 qtrs
96 GENEOS WEALTH MANAGEMENT INC. 366.00 +— (+0.0%) 3.1K +468.0 (+17.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD5.31 +60.5% 13 qtrs
97 CLEARSTEAD ADVISORS, LLC 353.00 +350.0 (+11,666.7%) 3.0K +3.0K (+13,572.7%) 0.00% +0.001 pp 0.00% +0.000 pp USD8.51 +0.1% 2 qtrs
98 GAMMA INVESTING LLC 346.00 +37.0 (+12.0%) 2.9K +711.0 (+31.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.98 +22.1% 7 qtrs
99 ALLWORTH FINANCIAL LP 275.00 +22.0 (+8.7%) 2.3K +511.0 (+27.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.37 +15.6% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 42 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Hoya Capital High Dividend Yield ETF RIET 1.19% 1.27M 0.50%
2 iShares Mortgage Real Estate ETF REM 0.48% 2.67M 0.48%
3 iShares Micro-Cap ETF IWC 0.05% 769.9K 0.60%
4 Franklin U.S. Small Cap Multifactor Index ETF FLQS 0.02% 12.8K 0.35%
5 iShares Russell 2000 Value ETF IWN 0.01% 2.11M 0.24%
6 Vanguard Russell 2000 Value ETF VTWV 0.01% 169.0K 0.06%
7 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.01% 226.9K 0.34%
8 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.01% 219.3K 0.30%
9 Global X - Russell 2000 ETF RSSL 0.01% 108.2K 0.08%
10 Invesco Russell 2000 UCITS ETF RTYS.L 0.01% 23.5K 0.25%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
9
Sells
0
Shares acquired
68.0K
Shares disposed
Cash buys
Cash sales
Net activity
+68,018
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
2026-04-30 MITCHELL M CHRISTIAN Director J-Other A Restricted Stock Units 0 0.00 16,817 D
2026-04-29 MITCHELL M CHRISTIAN Director A-Award A Common Stock 12,979 0.00 69,429 D
2026-04-29 Jozoff Matthew Director A-Award A Common Stock 12,979 0.00 100,186 D
2026-04-29 Hurley Dianne Director A-Award A Common Stock 12,979 0.00 72,987 D
2026-04-29 HESS DEBRA ANN Director A-Award A Common Stock 16,931 0.00 107,204 D
2026-04-01 MITCHELL M CHRISTIAN Director A-Award A Common Stock 2,777 0.00 56,450 D
2026-04-01 Jozoff Matthew Director A-Award A Common Stock 2,777 0.00 87,207 D
2026-04-01 Hurley Dianne Director A-Award A Common Stock 2,777 0.00 60,008 D
2026-04-01 HESS DEBRA ANN Director A-Award A Common Stock 3,819 0.00 90,273 D
2026-01-30 MITCHELL M CHRISTIAN Director J-Other A Restricted Stock Units 0 0.00 16,308 D
2026-01-13 Rossiello Anthony William Officer F-InKind D Common Stock 6,933 8.86 61.4K 106,401 D
2026-01-13 Neslin Jenny B Officer F-InKind D Common Stock 7,640 8.86 67.7K 92,360 D
2026-01-02 MITCHELL M CHRISTIAN Director A-Award A Common Stock 2,328 0.00 53,673 D
2026-01-02 Jozoff Matthew Director A-Award A Common Stock 2,328 0.00 84,430 D
2026-01-02 Hurley Dianne Director A-Award A Common Stock 2,328 0.00 57,231 D
2026-01-02 HESS DEBRA ANN Director A-Award A Common Stock 3,201 0.00 86,454 D
2025-10-31 MITCHELL M CHRISTIAN Director J-Other A Restricted Stock Units 459 0.00 15,900 D
2025-10-01 MITCHELL M CHRISTIAN Director A-Award A Common Stock 2,747 0.00 51,345 D
2025-10-01 Jozoff Matthew Director A-Award A Common Stock 2,747 0.00 82,102 D
2025-10-01 Hurley Dianne Director A-Award A Common Stock 2,747 0.00 54,903 D
2025-10-01 HESS DEBRA ANN Director A-Award A Common Stock 3,777 0.00 83,253 D
2025-08-21 Jozoff Matthew Director P-Purchase A Common Stock 34,000 7.31 248.6K 79,355 D
2025-08-20 Jozoff Matthew Director P-Purchase A Common Stock 4,000 7.35 29.4K 79,355 D
2025-07-31 MITCHELL M CHRISTIAN Director J-Other A Restricted Stock Units 411 0.00 15,441 D
2025-07-01 MITCHELL M CHRISTIAN Director A-Award A Common Stock 2,628 0.00 48,598 D
2025-07-01 Jozoff Matthew Director A-Award A Common Stock 2,628 0.00 79,355 D
2025-07-01 Hurley Dianne Director A-Award A Common Stock 2,628 0.00 52,156 D
2025-07-01 HESS DEBRA ANN Director A-Award A Common Stock 3,613 0.00 79,476 D
2025-05-05 Quateman Lisa G Director M-Exempt A Common Stock 15,030 0.00 55,096 I
2025-04-30 Quateman Lisa G Director J-Other A Restricted Stock Units 445 0.00 15,030 I
2025-04-30 MITCHELL M CHRISTIAN Director J-Other A Restricted Stock Units 445 0.00 15,030 D
2025-04-01 Quateman Lisa G Director A-Award A Common Stock 2,747 0.00 40,066 I
2025-04-01 MITCHELL M CHRISTIAN Director A-Award A Common Stock 2,747 0.00 45,970 D
2025-04-01 LINNEMAN PETER Director A-Award A Common Stock 2,747 0.00 69,013 D
2025-04-01 Jozoff Matthew Director A-Award A Common Stock 2,747 0.00 76,727 D
2025-04-01 Hurley Dianne Director A-Award A Common Stock 2,747 0.00 49,528 D
2025-04-01 HESS DEBRA ANN Director A-Award A Common Stock 3,777 0.00 75,863 D
2025-01-31 Quateman Lisa G Director J-Other A Restricted Stock Units 399 0.00 14,585 I
2025-01-31 MITCHELL M CHRISTIAN Director J-Other A Restricted Stock Units 399 0.00 14,585 D
2025-01-02 Quateman Lisa G Director A-Award A Common Stock 2,985 0.00 37,319 I
2025-01-02 MITCHELL M CHRISTIAN Director A-Award A Common Stock 2,985 0.00 43,223 D
2025-01-02 LINNEMAN PETER Director A-Award A Common Stock 2,985 0.00 66,266 D
2025-01-02 Jozoff Matthew Director A-Award A Common Stock 2,985 0.00 73,980 D
2025-01-02 Hurley Dianne Director A-Award A Common Stock 2,985 0.00 46,781 D
2025-01-02 HESS DEBRA ANN Director A-Award A Common Stock 4,104 0.00 72,086 D
2024-12-18 Rossiello Anthony William Officer A-Award A Common Stock 50,000 0.00 113,334 D
2024-12-18 Neslin Jenny B Officer A-Award A Common Stock 50,000 0.00 100,000 D
2024-10-31 Quateman Lisa G Director J-Other A Restricted Stock Units 356 0.00 14,186 I
2024-10-31 MITCHELL M CHRISTIAN Director J-Other A Restricted Stock Units 356 0.00 14,186 D
2024-10-01 Quateman Lisa G Director A-Award A Common Stock 2,638 0.00 34,334 I
2024-10-01 MITCHELL M CHRISTIAN Director A-Award A Common Stock 2,638 0.00 40,238 D
2024-10-01 LINNEMAN PETER Director A-Award A Common Stock 2,638 0.00 63,281 D
2024-10-01 Jozoff Matthew Director A-Award A Common Stock 2,638 0.00 70,995 D
2024-10-01 Hurley Dianne Director A-Award A Common Stock 2,638 0.00 43,796 D
2024-10-01 HESS DEBRA ANN Director A-Award A Common Stock 3,627 0.00 67,982 D
2024-07-31 Quateman Lisa G Director J-Other A Restricted Stock Units 329 0.00 13,830
2024-07-31 MITCHELL M CHRISTIAN Director J-Other A Restricted Stock Units 329 0.00 13,830
2024-07-01 Quateman Lisa G Director A-Award A Common Stock 3,021 0.00 31,696
2024-07-01 MITCHELL M CHRISTIAN Director A-Award A Common Stock 3,021 0.00 37,600
2024-07-01 LINNEMAN PETER Director A-Award A Common Stock 3,021 0.00 60,643
2024-07-01 Jozoff Matthew Director A-Award A Common Stock 3,021 0.00 68,357
2024-07-01 Hurley Dianne Director A-Award A Common Stock 3,021 0.00 41,158
2024-07-01 HESS DEBRA ANN Director A-Award A Common Stock 4,154 0.00 64,355
2024-04-30 Quateman Lisa G Director J-Other A Restricted Stock Units 417 0.00 13,501
2024-04-30 MITCHELL M CHRISTIAN Director J-Other A Restricted Stock Units 417 0.00 13,501
2024-04-01 Quateman Lisa G Director A-Award A Common Stock 3,311 0.00 28,675
2024-04-01 MITCHELL M CHRISTIAN Director A-Award A Common Stock 3,311 0.00 34,579
2024-04-01 LINNEMAN PETER Director A-Award A Common Stock 3,311 0.00 57,622
2024-04-01 Jozoff Matthew Director A-Award A Common Stock 3,311 0.00 65,336
2024-04-01 Hurley Dianne Director A-Award A Common Stock 3,311 0.00 38,137
2024-04-01 HESS DEBRA ANN Director A-Award A Common Stock 4,552 0.00 60,201
2024-02-28 Quateman Lisa G Director P-Purchase A Common Stock 4,000 6.03 24.1K 25,364
2024-02-23 Durkin Thomas Director / Officer P-Purchase A Common Stock 50,000 6.12 306.2K 372,832
2024-01-31 Quateman Lisa G Director J-Other A Restricted Stock Units 103 0.00 13,084
2024-01-31 MITCHELL M CHRISTIAN Director J-Other A Restricted Stock Units 103 0.00 13,084
2024-01-02 Quateman Lisa G Director A-Award A Common Stock 894 0.00 21,364
2024-01-02 MITCHELL M CHRISTIAN Director A-Award A Common Stock 894 0.00 31,268
2024-01-02 LINNEMAN PETER Director A-Award A Common Stock 3,164 0.00 54,311
2024-01-02 Jozoff Matthew Director A-Award A Common Stock 3,164 0.00 62,025
2024-01-02 Hurley Dianne Director A-Award A Common Stock 3,164 0.00 34,826
2024-01-02 HESS DEBRA ANN Director A-Award A Common Stock 4,351 0.00 55,649
2023-12-06 Quateman Lisa G Director J-Other A Common Stock 20,470 0.00 20,470
2023-12-06 MITCHELL M CHRISTIAN Director J-Other A Common Stock 30,374 0.00 30,374
2023-10-02 LINNEMAN PETER Director A-Award A Common Stock 3,597 0.00 51,147
2023-10-02 Jozoff Matthew Director A-Award A Common Stock 3,597 0.00 58,861
2023-10-02 Hurley Dianne Director A-Award A Common Stock 3,597 0.00 31,662
2023-10-02 HESS DEBRA ANN Director A-Award A Common Stock 4,946 0.00 51,298
2023-07-03 LINNEMAN PETER Director A-Award A Common Stock 3,257 0.00 47,550
2023-07-03 Jozoff Matthew Director A-Award A Common Stock 3,257 0.00 55,264
2023-07-03 Hurley Dianne Director A-Award A Common Stock 3,257 0.00 28,065
2023-07-03 HESS DEBRA ANN Director A-Award A Common Stock 4,478 0.00 46,352
2023-04-03 LINNEMAN PETER Director A-Award A Common Stock 3,508 0.00 44,293
2023-04-03 Jozoff Matthew Director A-Award A Common Stock 3,508 0.00 52,007
2023-04-03 Hurley Dianne Director A-Award A Common Stock 3,508 0.00 24,808
2023-04-03 HESS DEBRA ANN Director A-Award A Common Stock 4,824 0.00 41,874
2023-01-31 Rossiello Anthony William Officer J-Other A Common Stock 30,000 0.00 63,334
2023-01-31 Durkin Thomas Director / Officer J-Other A Common Stock 50,000 0.00 322,832
2023-01-03 LINNEMAN PETER Director A-Award A Common Stock 3,752 5.33 20.0K 40,785
2023-01-03 Jozoff Matthew Director A-Award A Common Stock 3,752 5.33 20.0K 48,499
2023-01-03 Hurley Dianne Director A-Award A Common Stock 3,752 5.33 20.0K 21,300
2023-01-03 HESS DEBRA ANN Director A-Award A Common Stock 5,159 5.33 27.5K 37,050
2022-10-03 LINNEMAN PETER Director A-Award A Common Stock 4,739 0.00 37,033
2022-10-03 Jozoff Matthew Director A-Award A Common Stock 4,739 0.00 44,747
2022-10-03 Hurley Dianne Director A-Award A Common Stock 4,739 0.00 17,548
2022-10-03 HESS DEBRA ANN Director A-Award A Common Stock 4,739 0.00 31,891
2022-08-05 Jozoff Matthew Director P-Purchase A Common Stock 8,000 7.41 59.3K 40,008
2022-07-01 LINNEMAN PETER Director A-Award A Common Stock 2,980 0.00 32,294
2022-07-01 Jozoff Matthew Director A-Award A Common Stock 2,008 0.00 32,008
2022-07-01 Hurley Dianne Director A-Award A Common Stock 2,980 0.00 12,809
2022-07-01 HESS DEBRA ANN Director A-Award A Common Stock 2,980 0.00 27,152
2022-05-10 Jozoff Matthew Director P-Purchase A Common Stock 30,000 7.42 222.5K 30,000
2022-05-02 Jozoff Matthew Director 0 0.00 0
2022-04-01 LaManna Joseph Director A-Award A Common Stock 2,178 0.00 49,110
2022-04-01 LINNEMAN PETER Director A-Award A Common Stock 2,178 0.00 29,314
2022-04-01 Hurley Dianne Director A-Award A Common Stock 2,178 0.00 9,829
2022-04-01 HESS DEBRA ANN Director A-Award A Common Stock 2,178 0.00 24,172
2022-01-31 Rossiello Anthony William Officer J-Other A Common Stock 33,334 0.00 33,334
2022-01-31 ROBERTS DAVID N Director / Officer J-Other A Common Stock 66,666 0.00 451,034
2022-01-31 Durkin Thomas Director / Officer J-Other A Common Stock 250,000 0.00 272,832
2022-01-03 LaManna Joseph Director A-Award A Common Stock 1,945 0.00 46,932
2022-01-03 LINNEMAN PETER Director A-Award A Common Stock 1,945 0.00 27,136
2022-01-03 Hurley Dianne Director A-Award A Common Stock 1,945 0.00 7,651
2022-01-03 HESS DEBRA ANN Director A-Award A Common Stock 1,945 0.00 21,994
2021-11-29 LaManna Joseph Director P-Purchase A Common Stock 5,000 10.35 51.8K 44,987
2021-11-22 ROBERTS DAVID N Director / Officer P-Purchase A Common Stock 200,000 10.25 2.05M 384,368
2021-10-01 LaManna Joseph Director A-Award A Common Stock 1,765 0.00 34,987
2021-10-01 LINNEMAN PETER Director A-Award A Common Stock 1,765 0.00 25,191
2021-10-01 Hurley Dianne Director A-Award A Common Stock 1,765 0.00 5,706
2021-10-01 HESS DEBRA ANN Director A-Award A Common Stock 1,765 0.00 20,049
2021-07-19 Smith Nicholas P Officer J-Other A Common Stock 200,000 0.00 200,000
2021-07-19 ROBERTS DAVID N Director / Officer J-Other A Common Stock 200,000 0.00 552,216
2021-07-19 Neslin Jenny B Officer J-Other A Common Stock 150,000 0.00 150,000
2021-07-01 LaManna Joseph Director A-Award A Common Stock 4,728 0.00 99,669
2021-07-01 LINNEMAN PETER Director A-Award A Common Stock 4,728 0.00 70,280
2021-07-01 Hurley Dianne Director A-Award A Common Stock 4,728 0.00 11,824
2021-07-01 HESS DEBRA ANN Director A-Award A Common Stock 4,728 0.00 54,854
2021-05-12 LaManna Joseph Director P-Purchase A Common Stock 10,000 3.71 37.1K 94,941
2021-04-12 Smith Nicholas P Officer 0 0.00 0
2021-04-05 Neslin Jenny B Officer 0 0.00 0
2021-04-01 LaManna Joseph Director A-Award A Common Stock 4,830 0.00 74,941
2021-04-01 LINNEMAN PETER Director A-Award A Common Stock 4,830 0.00 65,552
2021-04-01 Hurley Dianne Director A-Award A Common Stock 4,830 0.00 7,096
2021-04-01 HESS DEBRA ANN Director A-Award A Common Stock 4,830 0.00 50,126
2021-01-04 LaManna Joseph Director A-Award A Common Stock 6,688 0.00 70,111
2021-01-04 LINNEMAN PETER Director A-Award A Common Stock 6,688 0.00 60,722
2021-01-04 Hurley Dianne Director A-Award A No securities beneficially owned 2,266 0.00 2,266
2021-01-04 HESS DEBRA ANN Director A-Award A Common Stock 6,688 0.00 45,296
2021-01-01 Rossiello Anthony William Officer D No securities beneficially owned 0 0.00 0
2020-12-01 Hurley Dianne Director D No securities beneficially owned 0 0.00 0
2020-10-01 LaManna Joseph Director A-Award A Common Stock 7,142 0.00 63,423
2020-10-01 LINNEMAN PETER Director A-Award A Common Stock 7,142 0.00 54,034
2020-10-01 HESS DEBRA ANN Director A-Award A Common Stock 7,142 0.00 38,608
2020-07-02 Sigman Brian C. Officer M-Exempt A Common Stock 667 0.00 45,500
2020-07-02 ROBERTS DAVID N Director / Officer M-Exempt D Restricted Stock Units 1,667 0.00 0
2020-07-02 Moreno Raul Enrique Officer M-Exempt A Common Stock 1,334 0.00 5,407
2020-07-02 LaManna Joseph Director A-Award A Common Stock 6,230 0.00 56,281
2020-07-02 LINNEMAN PETER Director A-Award A Common Stock 6,230 0.00 46,892
2020-07-02 Halpern Alison Officer M-Exempt D Restricted Stock Units 334 0.00 0
2020-07-02 HESS DEBRA ANN Director A-Award A Common Stock 6,230 0.00 31,466
2020-07-02 Durkin Thomas Director / Officer M-Exempt D Restricted Stock Units 3,334 0.00 0
2020-04-17 LaManna Joseph Director A-Award A Common Stock 16,414 2.87 47.1K 50,051
2020-04-17 LINNEMAN PETER Director A-Award A Common Stock 14,808 2.87 42.5K 40,662
2020-04-17 HESS DEBRA ANN Director A-Award A Common Stock 16,114 2.87 46.2K 25,236
2020-04-17 BERGER ANDREW L Director A-Award A Common Stock 13,518 2.87 38.8K 43,155
2020-04-17 AINSBERG ARTHUR S Director A-Award A Common Stock 13,937 2.87 40.0K 34,016
2020-03-12 ROBERTS DAVID N Director / Officer P-Purchase A Common Stock 50,000 10.68 534.0K 350,549
2020-03-12 Durkin Thomas Director / Officer P-Purchase A Common Stock 10,000 10.84 108.4K 65,166
2020-01-02 LaManna Joseph Director A-Award A Common Stock 1,293 0.00 33,637
2020-01-02 LINNEMAN PETER Director A-Award A Common Stock 1,293 0.00 25,854
2020-01-02 HESS DEBRA ANN Director A-Award A Common Stock 1,293 0.00 9,122
2020-01-02 BERGER ANDREW L Director A-Award A Common Stock 1,293 0.00 29,637
2020-01-02 AINSBERG ARTHUR S Director A-Award A Common Stock 1,293 0.00 20,079
2019-12-13 Halpern Alison Officer D Common Stock 0 0.00 2,833
2019-10-01 LaManna Joseph Director A-Award A Common Stock 1,317 0.00 32,344
2019-10-01 LINNEMAN PETER Director A-Award A Common Stock 1,317 0.00 24,561
2019-10-01 HESS DEBRA ANN Director A-Award A Common Stock 1,317 0.00 7,829
2019-10-01 BERGER ANDREW L Director A-Award A Common Stock 1,317 0.00 28,344
2019-10-01 AINSBERG ARTHUR S Director A-Award A Common Stock 1,317 0.00 18,786
2019-07-01 Sigman Brian C. Director / Officer M-Exempt A Common Stock 667 0.00 44,833
2019-07-01 ROBERTS DAVID N Director / Officer M-Exempt D Restricted Stock Units 1,667 0.00 1,667
2019-07-01 Moreno Raul Enrique Officer M-Exempt D Restricted Stock Units 1,333 0.00 1,334
2019-07-01 LaManna Joseph Director A-Award A Common Stock 1,255 0.00 31,027
2019-07-01 LINNEMAN PETER Director A-Award A Common Stock 1,255 0.00 23,244
2019-07-01 HESS DEBRA ANN Director A-Award A Common Stock 1,255 0.00 6,512
2019-07-01 Durkin Thomas Director / Officer M-Exempt D Restricted Stock Units 3,333 0.00 3,334
2019-07-01 BERGER ANDREW L Director A-Award A Common Stock 1,255 0.00 27,027
2019-07-01 AINSBERG ARTHUR S Director A-Award A Common Stock 1,255 0.00 17,469
2019-05-09 ROBERTS DAVID N Director / Officer P-Purchase A Common Stock 50,000 16.53 826.5K 298,882
2019-04-01 LaManna Joseph Director A-Award A Common Stock 1,191 0.00 29,772
2019-04-01 LINNEMAN PETER Director A-Award A Common Stock 1,191 0.00 21,989
2019-04-01 HESS DEBRA ANN Director A-Award A Common Stock 1,191 0.00 5,257
2019-04-01 BERGER ANDREW L Director A-Award A Common Stock 1,191 0.00 25,772
2019-04-01 AINSBERG ARTHUR S Director A-Award A Common Stock 1,191 0.00 16,214
2019-02-11 Sigman Brian C. Director / Officer P-Purchase A Common Stock 5,000 17.05 85.3K 44,166
2019-02-11 ROBERTS DAVID N Director / Officer P-Purchase A Common Stock 50,000 17.05 852.5K 248,882
2019-02-11 Durkin Thomas Director / Officer P-Purchase A Common Stock 10,000 17.05 170.5K 51,833
2019-01-01 LaManna Joseph Director A-Award A Common Stock 1,243 0.00 28,581
2019-01-01 LINNEMAN PETER Director A-Award A Common Stock 1,243 0.00 20,798
2019-01-01 HESS DEBRA ANN Director A-Award A Common Stock 1,243 0.00 4,066
2019-01-01 BERGER ANDREW L Director A-Award A Common Stock 1,243 0.00 24,581

Executive team

Top executives
Shares Outstanding
31.74M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-16 DEFA14A
2026-03-16 DEF 14A
2025-03-21 DEFA14A
2025-03-21 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-01 10-Q
2026-04-30 4
2026-04-30 4
2026-04-30 4
2026-04-30 4
2026-04-29 8-K
2026-04-02 4
2026-04-02 4
2026-04-02 4
2026-04-02 4

Executive team

NameTitleCompensationGender
Andrew Parks Chief Risk Officer 202.2K male
Anthony W. Rossiello Chief Financial Officer, Treasurer & Principal Accounting Officer male
Durkin President, CEO, Head of Structured Credit & Specialty Finance and Director male
Emily Flynn Controller female
Jenny Neslin General Counsel & Secretary female
Karen Werbel Investor Relations
Nicholas Smith Chief Investment Officer & Director male
Thomas Durkin President, CEO, Head of Structured Credit & Specialty Finance and Director male
ESG Rating
B
REIT - MORTGAGE
2024
E (Environmental)
50.0 / 72.2
Company / Sector avg.
S (Social)
80.2 / 79.0
Company / Sector avg.
G (Governance)
64.3 / 75.2
Company / Sector avg.
ESG Total
64.8 / 75.4
Company / Sector avg.
ESG Score History REIT - MORTGAGE
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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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.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits