Marcus & Millichap, Inc. (MMI)
Calabasas, CA, US
Marcus & Millichap, Inc. (MMI) is a prominent investment brokerage firm specializing in commercial real estate. Operating across the United States and Canada, the company furnishes comprehensive investment brokerage and financing solutions for both buyers and sellers in the commercial property market. Their core service portfolio spans commercial real estate sales, financial arrangements, in-depth market research, and strategic advisory. These services cater to a diverse array of commercial asset classes, including multifamily dwellings, retail spaces, office buildings, industrial properties, single-tenant net leased assets, seniors' housing, self-storage facilities, hospitality venues, medical offices, and manufactured housing communities. Beyond direct brokerage, MMI functions as a crucial financial intermediary, providing sophisticated capital markets solutions for commercial real estate. This includes structuring various debt types (senior and mezzanine), facilitating joint ventures, arranging preferred equity, executing loan sales, and offering specialized consultative and due diligence expertise to property owners, developers, investors, and capital sources. Furthermore, the company offers a range of supplementary services, encompassing detailed research, advisory, and consulting. These are provided to a broad client base, including developers, lenders, property owners, Real Estate Investment Trusts (REITs), high-net-worth individuals, pension fund advisors, and other institutional entities. Marcus & Millichap, Inc. was established in 1971 and maintains its corporate headquarters in Calabasas, California.
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2011-01-03 | — | Active |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.50% | +5.25% | +14.81% | +20.27% | -0.79% | +10.22% | -1.76% | +8.99% | -17.61% | +19.32% | +124.14% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 1 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 1 |
26.00
-16.9%
|
-
Revenue growth Real Estate - Services: +11.2%+8.5% Q1'26: +18.2% (vs Q1'25)
-
EPS growth Real Estate - Services: +25.9%+84.7% ★ Q1'26: +27.3% (vs Q1'25)
-
FCF margin FCF growth · Real Estate - Services: +32.2%+1.0% Q1'26: -17.8% (vs Q1'25)
-
EBIT margin Real Estate - Services: +23.7%+0.5% Q1'26: -1.2% (vs Q1'25)
-
ROIC Real Estate - Services: +4.3%+0.5% Q1'26: -1.8% (vs Q1'25)
-
Share dilution Real Estate - Services: +0.0%+0.7% Q1'26: -1.9% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Real Estate - Services: 1.88×4.92× ★ Q1'26: 49.63× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
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 1 Rev. Ana. 2 EPS Ana. |
Dec 2027 2 Rev. Ana. 2 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
689.06M
est: 673.74M (+2.3%)
|
717.45M
est: 714.84M (+0.4%)
|
719.70M
est: 706.01M (+1.9%)
|
814.82M
est: 794.33M (+2.6%)
|
806.43M
est: 784.27M (+2.8%)
|
716.91M
est: 616.60M (+16.3%)
|
1.30B
est: 1.17B (+10.6%)
|
1.30B
est: 1.30B (+0.1%)
|
645.93M
est: 650.90M (-0.8%)
|
696.06M
est: 655.70M (+6.2%)
|
755.16M
est: 740.65M (+2.0%)
|
849.65M
836.86M – 862.44M
+14.7% YoY
|
941.65M
915.00M – 968.30M
+10.8% YoY
|
1.10B
1.08B – 1.11B
+16.6% YoY
|
| EBITDA |
118.40M
est: 46.35M (+155.4%)
|
113.02M
est: 49.18M (+129.8%)
|
106.09M
est: 48.58M (+118.4%)
|
124.92M
est: 105.02M (+18.9%)
|
116.92M
est: 126.06M (-7.3%)
|
71.16M
est: 113.49M (-37.3%)
|
205.60M
est: 80.64M (+155.0%)
|
156.14M
est: 198.86M (-21.5%)
|
-25.89M
est: 231.90M (-111.2%)
|
4.37M
est: 34.86M (-87.5%)
|
15.89M
est: 39.37M (-59.6%)
|
45.17M
44.49M – 45.85M
+14.7% YoY
|
50.06M
48.64M – 51.47M
+10.8% YoY
|
58.37M
57.49M – 59.25M
+16.6% YoY
|
| EBIT |
115.09M
est: 35.65M (+222.9%)
|
108.64M
est: 37.82M (+187.2%)
|
100.72M
est: 37.35M (+169.6%)
|
118.62M
est: 94.30M (+25.8%)
|
108.90M
est: 88.73M (+22.7%)
|
60.26M
est: 62.86M (-4.1%)
|
193.88M
est: 62.01M (+212.6%)
|
142.74M
est: 165.69M (-13.9%)
|
-39.51M
est: 191.79M (-120.6%)
|
-12.22M
est: 24.33M (-150.2%)
|
3.79M
est: 27.48M (-86.2%)
|
31.52M
31.05M – 32.00M
+14.7% YoY
|
34.94M
33.95M – 35.92M
+10.8% YoY
|
40.74M
40.12M – 41.35M
+16.6% YoY
|
| Net Income |
66.35M
est: 63.05M (+5.2%)
|
64.66M
est: 63.31M (+2.1%)
|
51.52M
est: 57.72M (-10.7%)
|
87.26M
est: 73.16M (+19.3%)
|
76.93M
est: 70.96M (+8.4%)
|
42.84M
est: 51.62M (-17.0%)
|
142.47M
est: 114.49M (+24.4%)
|
104.23M
est: 125.51M (-17.0%)
|
-34.04M
est: 145.55M (-123.4%)
|
-12.36M
est: -21.81M (+43.3%)
|
-1.91M
est: -6.82M (+72.0%)
|
17.52M
13.04M – 22.01M
+357.1% YoY
|
35.83M
28.66M – 42.99M
+104.4% YoY
|
63.87M
62.62M – 65.12M
+78.3% YoY
|
| SGA |
147.71M
est: 209.85M (-29.6%)
|
161.79M
est: 222.66M (-27.3%)
|
171.65M
est: 219.91M (-21.9%)
|
193.35M
est: 168.08M (+15.0%)
|
203.11M
est: 196.13M (+3.6%)
|
204.51M
est: 256.79M (-20.4%)
|
255.15M
est: 365.08M (-30.1%)
|
300.01M
est: 277.17M (+8.2%)
|
285.02M
est: 323.74M (-12.0%)
|
280.91M
est: 166.83M (+68.4%)
|
—
est: 188.44M (-100.0%)
|
216.17M
212.92M – 219.43M
+14.7% YoY
|
239.58M
232.80M – 246.36M
+10.8% YoY
|
279.36M
275.15M – 283.56M
+16.6% YoY
|
| EPS |
1.71
est: 1.63 (+4.9%)
|
1.66
est: 1.64 (+1.4%)
|
1.32
est: 1.49 (-11.6%)
|
2.23
est: 2.08 (+7.4%)
|
1.95
est: 1.90 (+2.5%)
|
1.08
est: 0.60 (+80.0%)
|
3.57
est: 2.96 (+20.6%)
|
2.61
est: 2.57 (+1.4%)
|
-0.88
est: -0.89 (+1.1%)
|
-0.32
est: -0.56 (+42.9%)
|
-0.05
est: -0.18 (+72.0%)
|
0.45
0.33 – 0.57
+357.1% YoY
|
0.92
0.74 – 1.10
+104.4% YoY
|
1.64
1.61 – 1.67
+78.3% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-06 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-05 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-04 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-01 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-30 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-29 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-28 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-27 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-24 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-23 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-22 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-21 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-20 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-17 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-16 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | George M. Marcus | 15.15M | 38.40% | 22.6K | 15.13M | 22.6K | 15.13M | IN | — | 2021-04-20 | ↗ |
| 2 | Ionian Investments Manager LLC | 14.29M | 36.20% | — | 14.29M | — | 14.29M | CO | — | 2021-04-20 | ↗ |
| 3 | Phoenix Investments Holdings LLC | 14.29M | 36.20% | — | 14.29M | — | 14.29M | CO | — | 2021-04-20 | ↗ |
| 4 | (1) BlackRock, Inc. | 3.88M | 10.00% | 3.81M | — | 3.88M | — | HC | Delaware | 2024-08-07 | ↗ |
| 5 | 52-2343049 | 2.53M | 6.71% | 2.53M | — | 2.53M | — | IA | New York | 2017-01-11 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 3.87M -45.7K (-1.2%) | 105.59M -9.3M (-8.1%) | 9.94% -0.111 pp | 0.00% 0.000 pp | USD39.30 -30.6% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 3.82M +86.6K (+2.3%) | 104.16M -5.3M (-4.9%) | 9.80% +0.228 pp | 0.00% 0.000 pp | USD36.41 -25.0% | 49 qtrs — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.44M -66.5K (-4.4%) | 39.26M -4.9M (-11.1%) | 3.69% -0.175 pp | 0.01% -0.001 pp | USD33.76 -19.2% | 44 qtrs — |
| 4 | STATE STREET CORP | 951.0K +27.3K (+3.0%) | 25.95M -1.4M (-5.1%) | 2.44% +0.072 pp | 0.00% 0.000 pp | USD33.92 -19.5% | 49 qtrs — |
| 5 | ROYCE & ASSOCIATES LP | 683.2K -879.0K (-56.3%) | 18.64M -27.2M (-59.3%) | 1.75% -2.258 pp | 0.19% -0.268 pp | USD30.67 -11.0% | 48 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 628.3K -662.0 (-0.1%) | 17.15M -1.3M (-7.1%) | 1.61% -0.001 pp | 0.00% 0.000 pp | USD34.32 -20.5% | 49 qtrs — |
| 7 | PZENA INVESTMENT MANAGEMENT LLC | 614.3K -17.0K (-2.7%) | 16.76M -1.8M (-9.5%) | 1.57% -0.046 pp | 0.05% -0.010 pp | USD35.08 -22.2% | 10 qtrs — |
| 8 | TRIBUTARY CAPITAL MANAGEMENT, LLC | 612.5K -57.1K (-8.5%) | 16.71M -2.9M (-14.9%) | 1.57% -0.148 pp | 1.65% -0.132 pp | USD31.55 -13.5% | 35 qtrs — |
| 9 | SCHRODER INVESTMENT MANAGEMENT GROUP | 604.6K -7.6K (-1.2%) | 16.55M -1.6M (-8.7%) | 1.55% -0.018 pp | 0.01% -0.002 pp | USD31.92 -14.5% | 11 qtrs — |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 385.1K +3.5K (+0.9%) | 10.51M -689.2K (-6.2%) | 0.99% +0.010 pp | 0.00% 0.000 pp | USD34.85 -21.7% | 49 qtrs — |
| 11 | LORD, ABBETT & CO. LLC | 383.1K -257.8K (-40.2%) | 10.46M -8.4M (-44.4%) | 0.98% -0.663 pp | 0.03% -0.024 pp | USD33.83 -19.3% | 29 qtrs — |
| 12 | CITADEL ADVISORS LLC | 361.7K +309.0K (+586.0%) | 9.87M +8.3M (+537.8%) | 0.93% +0.793 pp | 0.00% +0.001 pp | USD28.34 -3.7% | 27 qtrs — |
| 13 | QUBE RESEARCH & TECHNOLOGIES LTD | 320.5K +242.7K (+312.0%) | 8.75M +6.5M (+283.1%) | 0.82% +0.623 pp | 0.01% +0.007 pp | USD28.49 -4.2% | 8 qtrs — |
| 14 | JENNISON ASSOCIATES LLC | 280.7K -5.4K (-1.9%) | 7.66M -736.8K (-8.8%) | 0.72% -0.015 pp | 0.00% 0.000 pp | USD36.51 -25.3% | 10 qtrs — |
| 15 | JANE STREET GROUP, LLC | 269.7K +227.7K (+542.1%) | 7.36M +6.1M (+497.1%) | 0.69% +0.585 pp | 0.00% +0.001 pp | USD28.04 -2.7% | 14 qtrs — |
| 16 | DEPRINCE RACE & ZOLLO INC | 264.5K +31.4K (+13.5%) | 7.22M +376.1K (+5.5%) | 0.68% +0.080 pp | 0.14% +0.001 pp | USD34.90 -21.8% | 7 qtrs — |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 260.2K +230.4K (+773.2%) | 7.10M +6.2M (+711.9%) | 0.67% +0.592 pp | 0.01% +0.010 pp | USD27.97 -2.4% | 4 qtrs — |
| 18 | NORTHERN TRUST CORP | 232.7K -19.5K (-7.7%) | 6.35M -1.1M (-14.2%) | 0.60% -0.050 pp | 0.00% 0.000 pp | USD33.79 -19.2% | 49 qtrs — |
| 19 | TUDOR INVESTMENT CORP ET AL | 229.4K +138.6K (+152.6%) | 6.26M +3.6M (+134.8%) | 0.59% +0.356 pp | 0.01% +0.007 pp | USD29.25 -6.7% | 5 qtrs — |
| 20 | MORGAN STANLEY | 215.7K +54.9K (+34.2%) | 5.89M +1.2M (+24.7%) | 0.55% +0.141 pp | 0.00% +0.000 pp | USD31.99 -14.7% | 49 qtrs — |
| 21 | TWO SIGMA INVESTMENTS, LP | 213.6K +213.6K (+100.0%) | 5.83M +5.8M (+100.0%) | 0.55% +0.548 pp | 0.01% +0.008 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 22 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 213.4K +7.1K (+3.5%) | 5.82M -230.3K (-3.8%) | 0.55% +0.019 pp | 0.02% -0.001 pp | USD33.59 -18.8% | 4 qtrs — |
| 23 | RUSSELL INVESTMENTS GROUP, LTD. | 201.1K +17.6K (+9.6%) | 5.49M +103.8K (+1.9%) | 0.52% +0.046 pp | 0.01% 0.000 pp | USD35.10 -22.3% | 37 qtrs — |
| 24 | MARSHALL WACE, LLP | 195.5K +195.5K (+100.0%) | 5.33M +5.3M (+100.0%) | 0.50% +0.502 pp | 0.00% +0.005 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 25 | D. E. SHAW & CO., INC. | 192.1K +135.7K (+240.7%) | 5.24M +3.6M (+216.8%) | 0.49% +0.349 pp | 0.00% +0.002 pp | USD28.56 -4.4% | 4 qtrs — |
| 26 | POINT72 ASSET MANAGEMENT, L.P. | 177.2K +177.2K (+100.0%) | 4.84M +4.8M (+100.0%) | 0.46% +0.455 pp | 0.01% +0.005 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 27 | ALGERT GLOBAL LLC | 171.5K +159.4K (+1,323.2%) | 4.68M +4.3M (+1,222.0%) | 0.44% +0.409 pp | 0.07% +0.067 pp | USD27.43 -0.5% | 2 qtrs — |
| 28 | SPROTT INC. | 170.0K +— (+0.0%) | 4.64M -350.2K (-7.0%) | 0.44% -0.001 pp | 0.16% -0.018 pp | USD30.29 -9.9% | 36 qtrs — |
| 29 | BANK OF NEW YORK MELLON CORP | 158.4K -17.5K (-10.0%) | 4.32M -841.1K (-16.3%) | 0.41% -0.046 pp | 0.00% 0.000 pp | USD32.45 -15.9% | 49 qtrs — |
| 30 | GOLDMAN SACHS GROUP INC | 148.4K +54.9K (+58.6%) | 4.05M +1.3M (+47.5%) | 0.38% +0.141 pp | 0.00% +0.000 pp | USD30.69 -11.1% | 35 qtrs — |
| 31 | TREXQUANT INVESTMENT LP | 143.1K +104.3K (+269.3%) | 3.90M +2.8M (+243.4%) | 0.37% +0.268 pp | 0.03% +0.023 pp | USD28.22 -3.3% | 3 qtrs — |
| 32 | ENVESTNET ASSET MANAGEMENT INC | 138.7K -64.1K (-31.6%) | 3.79M -2.2M (-36.4%) | 0.36% -0.164 pp | 0.00% -0.001 pp | USD31.78 -14.1% | 39 qtrs — |
| 33 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 134.7K +125.9K (+1,433.3%) | 3.68M +3.4M (+1,325.7%) | 0.35% +0.323 pp | 0.00% +0.003 pp | USD27.42 -0.5% | 2 qtrs — |
| 34 | PRINCIPAL FINANCIAL GROUP INC | 115.0K -1.7K (-1.5%) | 3.14M -287.7K (-8.4%) | 0.29% -0.005 pp | 0.00% 0.000 pp | USD34.93 -21.9% | 31 qtrs — |
| 35 | WELLS FARGO & COMPANY/MN | 92.2K -2.7K (-2.8%) | 2.51M -268.0K (-9.6%) | 0.24% -0.007 pp | 0.00% 0.000 pp | USD32.81 -16.8% | 49 qtrs — |
| 36 | NUVEEN, LLC | 90.1K +36.9K (+69.3%) | 2.46M +896.9K (+57.4%) | 0.23% +0.095 pp | 0.00% +0.000 pp | USD31.52 -13.4% | 4 qtrs — |
| 37 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 83.8K -10.5K (-11.1%) | 2.29M -480.2K (-17.4%) | 0.22% -0.027 pp | 0.01% -0.003 pp | USD35.93 -24.0% | 29 qtrs — |
| 38 | SEI INVESTMENTS CO | 82.0K +74.6K (+1,003.9%) | 2.24M +2.0M (+926.4%) | 0.21% +0.192 pp | 0.00% +0.002 pp | USD27.48 -0.7% | 4 qtrs — |
| 39 | BARCLAYS PLC | 78.4K +18.0K (+29.8%) | 2.14M -254.6K (-10.6%) | 0.20% +0.046 pp | 0.00% 0.000 pp | USD33.44 -18.4% | 49 qtrs — |
| 40 | JPMORGAN CHASE & CO | 77.1K +19.7K (+34.3%) | 2.10M +419.2K (+24.9%) | 0.20% +0.050 pp | 0.00% +0.000 pp | USD31.47 -13.3% | 33 qtrs — |
| 41 | JACOBS LEVY EQUITY MANAGEMENT, INC | 74.1K +74.1K (+100.0%) | 2.02M +2.0M (+100.0%) | 0.19% +0.190 pp | 0.01% +0.008 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 42 | INVESCO LTD. | 73.5K -55.0K (-42.8%) | 2.00M -1.8M (-46.8%) | 0.19% -0.141 pp | 0.00% 0.000 pp | USD32.35 -15.6% | 39 qtrs — |
| 43 | AMERICAN CENTURY COMPANIES INC | 71.2K +2.1K (+3.0%) | 1.94M -85.7K (-4.2%) | 0.18% +0.005 pp | 0.00% 0.000 pp | USD38.40 -28.9% | 19 qtrs — |
| 44 | AMERIPRISE FINANCIAL INC | 70.8K +1.3K (+1.8%) | 1.93M -108.6K (-5.3%) | 0.18% +0.003 pp | 0.00% +0.000 pp | USD34.25 -20.3% | 31 qtrs — |
| 45 | RHUMBLINE ADVISERS | 69.6K -5.1K (-6.8%) | 1.90M -292.1K (-13.3%) | 0.18% -0.013 pp | 0.00% 0.000 pp | USD34.56 -21.0% | 44 qtrs — |
| 46 | TWO SIGMA ADVISERS, LP | 69.5K +69.5K (+100.0%) | 1.90M +1.9M (+100.0%) | 0.18% +0.179 pp | 0.00% +0.004 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 47 | UBS ASSET MANAGEMENT AMERICAS INC | 67.6K +2.7K (+4.1%) | 1.85M -60.9K (-3.2%) | 0.17% +0.007 pp | 0.00% +0.000 pp | USD31.91 -14.5% | 34 qtrs — |
| 48 | MILLENNIUM MANAGEMENT LLC | 67.4K -104.9K (-60.9%) | 1.84M -3.2M (-63.6%) | 0.17% -0.269 pp | 0.00% -0.001 pp | USD29.77 -8.3% | 21 qtrs — |
| 49 | BNP PARIBAS ARBITRAGE, SNC | 66.7K +61.0K (+1,059.4%) | 1.82M +1.7M (+978.1%) | 0.17% +0.157 pp | 0.00% +0.001 pp | USD27.79 -1.8% | 46 qtrs — |
| 50 | LEGAL & GENERAL GROUP PLC | 62.7K -1.2K (-1.9%) | 1.71M -164.8K (-8.8%) | 0.16% -0.003 pp | 0.00% +0.000 pp | USD34.96 -21.9% | 44 qtrs — |
| 51 | XTX TOPCO LTD | 62.2K +46.7K (+302.3%) | 1.70M +1.2M (+274.0%) | 0.16% +0.120 pp | 0.04% +0.021 pp | USD28.14 -3.0% | 3 qtrs — |
| 52 | AQR CAPITAL MANAGEMENT LLC | 55.5K -5.4K (-8.8%) | 1.52M -271.7K (-15.2%) | 0.14% -0.014 pp | 0.00% 0.000 pp | USD31.34 -12.9% | 6 qtrs — |
| 53 | DEUTSCHE BANK AG\ | 55.4K +36.0K (+186.5%) | 1.51M +943.7K (+166.4%) | 0.14% +0.092 pp | 0.00% +0.000 pp | USD29.20 -6.5% | 49 qtrs — |
| 54 | MARINER, LLC | 49.9K +49.9K (+100.0%) | 1.36M +1.4M (+100.0%) | 0.13% +0.128 pp | 0.00% +0.002 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 55 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 49.6K +13.8K (+38.5%) | 1.35M +302.3K (+28.8%) | 0.13% +0.035 pp | 0.01% 0.000 pp | USD29.17 -6.4% | 11 qtrs — |
| 56 | SWISS NATIONAL BANK | 49.3K +— (+0.0%) | 1.35M -101.6K (-7.0%) | 0.13% 0.000 pp | 0.00% +0.000 pp | USD34.74 -21.4% | 45 qtrs — |
| 57 | QUEST PARTNERS LLC | 46.8K +35.1K (+301.4%) | 1.28M +934.3K (+273.3%) | 0.12% +0.090 pp | 0.07% +0.049 pp | USD28.30 -3.6% | 8 qtrs — |
| 58 | BANK OF AMERICA CORP /DE/ | 45.6K +19.2K (+73.0%) | 1.24M +470.5K (+60.9%) | 0.12% +0.049 pp | 0.00% +0.000 pp | USD30.97 -11.9% | 48 qtrs — |
| 59 | SQUAREPOINT OPS LLC | 42.8K +21.8K (+103.6%) | 1.17M +550.4K (+89.3%) | 0.11% +0.056 pp | 0.00% +0.001 pp | USD29.02 -6.0% | 12 qtrs — |
| 60 | HRT FINANCIAL LP | 42.5K +34.1K (+405.5%) | 1.16M +914.0K (+371.5%) | 0.11% +0.088 pp | 0.00% +0.003 pp | USD27.70 -1.5% | 2 qtrs — |
| 61 | CAMBIAR INVESTORS LLC | 41.5K -231.0 (-0.6%) | 1.13M -92.2K (-7.5%) | 0.11% -0.001 pp | 0.05% -0.005 pp | USD35.14 -22.3% | 33 qtrs — |
| 62 | UBS GROUP AG | 40.8K +9.8K (+31.6%) | 1.11M +203.6K (+22.4%) | 0.10% +0.025 pp | 0.00% +0.000 pp | USD34.71 -21.4% | 45 qtrs — |
| 63 | WINTON GROUP LTD | 39.1K +4.1K (+11.7%) | 1.07M +39.5K (+3.8%) | 0.10% +0.010 pp | 0.04% -0.002 pp | USD31.08 -12.2% | 31 qtrs — |
| 64 | HSBC HOLDINGS PLC | 39.2K -6.6K (-14.3%) | 1.07M -269.0K (-20.2%) | 0.10% -0.017 pp | 0.00% 0.000 pp | USD31.36 -13.0% | 7 qtrs — |
| 65 | DARK FOREST CAPITAL MANAGEMENT LP | 38.1K +38.1K (+100.0%) | 1.04M +1.0M (+100.0%) | 0.10% +0.098 pp | 0.05% +0.047 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 66 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 34.4K +— (+0.0%) | 940.0K -71.0K (-7.0%) | 0.09% +0.000 pp | 0.03% -0.002 pp | USD29.35 -7.0% | 2 qtrs — |
| 67 | ENGINEERS GATE MANAGER LP | 31.2K +31.2K (+100.0%) | 851.8K +851.8K (+100.0%) | 0.08% +0.080 pp | 0.01% +0.010 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 68 | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | 31.1K +580.0 (+1.9%) | 850.0K -54.0K (-6.0%) | 0.08% +0.001 pp | 0.20% -0.004 pp | USD32.42 -15.8% | 13 qtrs — |
| 69 | ALLIANCEBERNSTEIN L.P. | 30.9K -2.6K (-7.7%) | 843.1K -139.7K (-14.2%) | 0.08% -0.007 pp | 0.00% +0.000 pp | USD40.85 -33.2% | 46 qtrs — |
| 70 | PANAGORA ASSET MANAGEMENT INC | 29.9K +29.9K (+100.0%) | 814.7K +814.7K (+100.0%) | 0.08% +0.077 pp | 0.00% +0.003 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 71 | ROYAL BANK OF CANADA | 29.6K -83.0K (-73.7%) | 807.0K -2.5M (-75.6%) | 0.08% -0.213 pp | 0.00% 0.000 pp | USD30.87 -11.6% | 45 qtrs — |
| 72 | AIGEN INVESTMENT MANAGEMENT, LP | 28.0K +28.0K (+100.0%) | 764.6K +764.6K (+100.0%) | 0.07% +0.072 pp | 0.18% +0.177 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 73 | PDT PARTNERS, LLC | 27.6K +3.6K (+14.9%) | 752.5K +48.4K (+6.9%) | 0.07% +0.009 pp | 0.05% +0.004 pp | USD29.08 -6.2% | 2 qtrs — |
| 74 | QUANTBOT TECHNOLOGIES LP | 27.2K +27.2K (+100.0%) | 741.4K +741.4K (+100.0%) | 0.07% +0.070 pp | 0.02% +0.025 pp | USD27.29 +0.0% | 3 qtrs — |
| 75 | PRUDENTIAL FINANCIAL INC | 26.7K -7.7K (-22.4%) | 729.7K -281.0K (-27.8%) | 0.07% -0.020 pp | 0.00% 0.000 pp | USD35.16 -22.4% | 44 qtrs — |
| 76 | LPL FINANCIAL LLC | 26.1K -118.0 (-0.5%) | 711.9K -57.2K (-7.4%) | 0.07% 0.000 pp | 0.00% +0.000 pp | USD37.73 -27.7% | 17 qtrs — |
| 77 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 25.8K +25.8K (+100.0%) | 705.3K +705.3K (+100.0%) | 0.07% +0.066 pp | 0.01% +0.011 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 78 | Y-INTERCEPT (HONG KONG) LTD | 25.7K +11.5K (+80.5%) | 701.0K +283.3K (+67.8%) | 0.07% +0.029 pp | 0.02% +0.006 pp | USD28.43 -4.0% | 2 qtrs — |
| 79 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 25.1K +1.9K (+8.1%) | 684.8K +3.8K (+0.6%) | 0.06% +0.005 pp | 0.00% +0.000 pp | USD31.12 -12.3% | 49 qtrs — |
| 80 | STATE OF WISCONSIN INVESTMENT BOARD | 24.0K -1.6K (-6.2%) | 654.7K -95.7K (-12.8%) | 0.06% -0.004 pp | 0.00% 0.000 pp | USD34.04 -19.8% | 9 qtrs — |
| 81 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 23.7K +2.3K (+10.9%) | 648.0K +20.0K (+3.2%) | 0.06% +0.006 pp | 0.00% +0.000 pp | USD35.01 -22.1% | 43 qtrs — |
| 82 | JUMP FINANCIAL, LLC | 23.1K +23.1K (+100.0%) | 630.0K +630.0K (+100.0%) | 0.06% +0.059 pp | 0.01% +0.008 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 83 | NATIXIS ADVISORS, L.P. | 22.6K -11.0K (-32.8%) | 616.0K -370.0K (-37.5%) | 0.06% -0.028 pp | 0.00% -0.001 pp | USD32.59 -16.3% | 11 qtrs — |
| 84 | DIAMETRIC CAPITAL, LP | 22.4K +22.4K (+100.0%) | 611.1K +611.1K (+100.0%) | 0.06% +0.058 pp | 0.16% +0.164 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 85 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 20.7K +— (+0.0%) | 565.0K -49.0K (-8.0%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD35.05 -22.1% | 43 qtrs — |
| 86 | FIRST NATIONAL BANK OF OMAHA | 20.5K -442.0 (-2.1%) | 559.0K -55.2K (-9.0%) | 0.05% -0.001 pp | 0.02% -0.022 pp | USD29.44 -7.3% | 35 qtrs — |
| 87 | ENTRYPOINT CAPITAL, LLC | 19.2K +19.2K (+100.0%) | 523.2K +523.2K (+100.0%) | 0.05% +0.049 pp | 0.20% +0.204 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 88 | QUADRATURE CAPITAL LTD | 19.1K +19.1K (+100.0%) | 520.7K +520.7K (+100.0%) | 0.05% +0.049 pp | 0.01% +0.005 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 89 | OCCUDO QUANTITATIVE STRATEGIES LP | 18.5K +18.5K (+100.0%) | 504.1K +504.1K (+100.0%) | 0.05% +0.047 pp | 0.03% +0.034 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 90 | BALYASNY ASSET MANAGEMENT L.P. | 17.3K +17.3K (+100.0%) | 472.7K +472.7K (+100.0%) | 0.04% +0.045 pp | 0.00% +0.001 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 91 | INSPIRE INVESTING, LLC | 17.2K +1.6K (+10.6%) | 468.1K +12.8K (+2.8%) | 0.04% +0.004 pp | 0.04% -0.002 pp | USD35.39 -22.9% | 6 qtrs — |
| 92 | CENTIVA CAPITAL, LP | 17.1K +17.1K (+100.0%) | 467.8K +467.8K (+100.0%) | 0.04% +0.044 pp | 0.00% +0.004 pp | USD27.29 +0.0% | 3 qtrs — |
| 93 | THRIVENT FINANCIAL FOR LUTHERANS | 16.6K -860.0 (-4.9%) | 452.0K -60.0K (-11.7%) | 0.04% -0.002 pp | 0.00% 0.000 pp | USD34.79 -21.6% | 29 qtrs — |
| 94 | LEGATO CAPITAL MANAGEMENT LLC | 16.1K +16.1K (+100.0%) | 439.0K +439.0K (+100.0%) | 0.04% +0.041 pp | 0.04% +0.038 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 95 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 16.1K +16.1K (+100.0%) | 439.0K +439.0K (+100.0%) | 0.04% +0.041 pp | 0.09% +0.094 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 96 | CREATIVE PLANNING | 15.8K -7.3K (-31.6%) | 431.6K -247.3K (-36.4%) | 0.04% -0.019 pp | 0.00% 0.000 pp | USD32.29 -15.5% | 7 qtrs — |
| 97 | SG AMERICAS SECURITIES, LLC | 15.1K +8.8K (+141.1%) | 412.0K +228.0K (+123.9%) | 0.04% +0.023 pp | 0.00% 0.000 pp | USD28.74 -5.0% | 29 qtrs — |
| 98 | METLIFE INVESTMENT MANAGEMENT, LLC | 14.3K +— (+0.0%) | 389.6K -29.4K (-7.0%) | 0.04% +0.000 pp | 0.00% 0.000 pp | USD38.69 -29.5% | 33 qtrs — |
| 99 | POLYMER CAPITAL MANAGEMENT (US) LLC | 14.2K +14.2K (+100.0%) | 387.9K +387.9K (+100.0%) | 0.04% +0.037 pp | 0.04% +0.041 pp | USD27.29 +0.0% | 1 qtrs NEW |
| 100 | ILLINOIS MUNICIPAL RETIREMENT FUND | 13.8K +1.0K (+7.9%) | 377.3K +1.4K (+0.4%) | 0.04% +0.003 pp | 0.00% 0.000 pp | USD29.64 -7.9% | 10 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | OneAscent Small Cap Core ETF OASC | 0.49% | 419.0K | 0.64% |
| 2 | Inspire Small/Mid Cap ETF ISMD | 0.20% | 654.0K | 0.53% |
| 3 | Invesco S&P SmallCap Financials ETF PSCF | 0.16% | 42.1K | 0.29% |
| 4 | Franklin Small Cap Enhanced ETF FSML | 0.10% | 148.3K | 0.45% |
| 5 | U.S. Micro Cap Portfolio ETF DFMC | 0.08% | 6.45M | 0.43% |
| 6 | Vanguard S&P Small-Cap 600 Value ETF VIOV | 0.08% | 1.49M | 0.10% |
| 7 | iShares S&P Small-Cap 600 Value ETF IJS | 0.08% | 6.28M | 0.18% |
| 8 | State Street SPDR S&P 600 Small Cap Value ETF SLYV | 0.08% | 3.74M | 0.15% |
| 9 | Dimensional - US Small Cap Value ETF DFSV | 0.06% | 4.46M | 0.30% |
| 10 | Fidelity MSCI Real Estate Index ETF FREL | 0.06% | 797.5K | 0.08% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | Parker John David | Officer | A-Award | A | Restricted Stock Units | 20,000 | 0.00 | — | 20,000 | D | ↗ |
| 2026-05-04 | De Bosschere Fabrice | Officer | A-Award | A | Restricted Stock Units | 7,500 | 0.00 | — | 7,500 | D | ↗ |
| 2026-04-30 | Watters Don C. | Director | A-Award | A | Common Stock | 2,698 | 27.79 | 75.0K | 15,902 | D | ↗ |
| 2026-04-30 | SHAHEEN GEORGE T | Director | A-Award | A | Common Stock | 2,698 | 27.79 | 75.0K | 27,439 | D | ↗ |
| 2026-04-30 | McClanahan Nicholas F. | Director | A-Award | A | Common Stock | 2,698 | 27.79 | 75.0K | 7,472 | D | ↗ |
| 2026-04-30 | MARTIN LAURALEE | Director | A-Award | A | Common Stock | 2,698 | 27.79 | 75.0K | 20,426 | D | ↗ |
| 2026-04-30 | MARCUS GEORGE M | Director / 10% Owner | A-Award | A | Common Stock | 2,698 | 27.79 | 75.0K | 36,239 | D | ↗ |
| 2026-04-30 | Lawrence Norma J. | Director | A-Award | A | Common Stock | 2,698 | 27.79 | 75.0K | 5,169 | D | ↗ |
| 2026-04-30 | English Dixon Collete | Director | A-Award | A | Common Stock | 2,698 | 27.79 | 75.0K | 12,422 | D | ↗ |
| 2026-03-13 | Nadji Hessam | Director / Officer | S-Sale | D | Common Stock | 1,300 | 25.60 | 33.3K | 480 | I | ↗ |
| 2026-03-12 | Nadji Hessam | Director / Officer | G-Gift | D | Common Stock | 1,300 | 0.00 | — | 305,427 | D | ↗ |
| 2026-03-11 | Nadji Hessam | Director / Officer | G-Gift | D | Common Stock | 5,700 | 0.00 | — | 306,727 | D | ↗ |
| 2026-03-10 | Parker John David | Officer | M-Exempt | A | Common Stock | 11,756 | 0.00 | — | 43,701 | D | ↗ |
| 2026-03-10 | Nadji Hessam | Director / Officer | M-Exempt | D | Restricted Stock Units | 18,400 | 0.00 | — | 0 | D | ↗ |
| 2026-03-10 | LaBerge Gregory A. | Officer | F-InKind | D | Common Stock | 472 | 26.43 | 12.5K | 6,231 | D | ↗ |
| 2026-03-10 | DeGennaro Steven F. | Officer | F-InKind | D | Common Stock | 764 | 26.43 | 20.2K | 32,220 | D | ↗ |
| 2026-03-10 | De Bosschere Fabrice | Officer | F-InKind | D | Common Stock | 87 | 26.43 | 2.3K | 1,335 | D | ↗ |
| 2026-02-10 | Parker John David | Officer | A-Award | A | Restricted Stock Units | 19,218 | 0.00 | — | 19,218 | D | ↗ |
| 2026-02-10 | Nadji Hessam | Director / Officer | A-Award | A | Restricted Stock Units | 46,000 | 0.00 | — | 46,000 | D | ↗ |
| 2026-02-10 | LaBerge Gregory A. | Officer | A-Award | A | Restricted Stock Units | 4,546 | 0.00 | — | 4,546 | D | ↗ |
| 2026-02-10 | DeGennaro Steven F. | Officer | A-Award | A | Restricted Stock Units | 16,026 | 0.00 | — | 16,026 | D | ↗ |
| 2026-02-10 | De Bosschere Fabrice | Officer | A-Award | A | Restricted Stock Units | 422 | 0.00 | — | 422 | D | ↗ |
| 2025-12-12 | Nadji Hessam | Director / Officer | G-Gift | D | Common Stock | 500 | 0.00 | — | 272,424 | D | ↗ |
| 2025-12-10 | Nadji Hessam | Director / Officer | G-Gift | D | Common Stock | 125 | 0.00 | — | 272,924 | D | ↗ |
| 2025-12-05 | Nadji Hessam | Director / Officer | G-Gift | D | Common Stock | 2,450 | 0.00 | — | 273,049 | D | ↗ |
| 2025-11-04 | De Bosschere Fabrice | Officer | A-Award | A | Restricted Stock Units | 3,400 | 0.00 | — | 3,400 | D | ↗ |
| 2025-09-10 | Nadji Hessam | Director / Officer | M-Exempt | A | Common Stock | 30,000 | 0.00 | — | 290,703 | D | ↗ |
| 2025-09-08 | Nadji Hessam | Director / Officer | G-Gift | D | Common Stock | 500 | 0.00 | — | 260,703 | D | ↗ |
| 2025-08-27 | Nadji Hessam | Director / Officer | G-Gift | D | Common Stock | 750 | 0.00 | — | 261,203 | D | ↗ |
| 2025-08-26 | Nadji Hessam | Director / Officer | G-Gift | D | Common Stock | 750 | 0.00 | — | 261,953 | D | ↗ |
| 2025-08-11 | MARTIN LAURALEE | Director | P-Purchase | A | Common Stock | 1,721 | 29.34 | 50.5K | 17,748 | D | ↗ |
| 2025-08-10 | DeGennaro Steven F. | Officer | M-Exempt | D | Restricted Stock Unit | 1,500 | 0.00 | — | 1,500 | D | ↗ |
| 2025-08-08 | DeGennaro Steven F. | Officer | M-Exempt | A | Common Stock | 1,500 | 0.00 | — | 30,250 | D | ↗ |
| 2025-07-31 | Parker John David | Officer | A-Award | A | Restricted Stock Units | 11,232 | 0.00 | — | 11,232 | D | ↗ |
| 2025-05-10 | Parker John David | Officer | M-Exempt | A | Common Stock | 2,000 | 0.00 | — | 28,679 | D | ↗ |
| 2025-05-10 | LaBerge Gregory A. | Officer | M-Exempt | A | Common Stock | 1,000 | 0.00 | — | 7,123 | D | ↗ |
| 2025-05-01 | Watters Don C. | Director | A-Award | A | Common Stock | 2,471 | 30.35 | 75.0K | 13,204 | D | ↗ |
| 2025-05-01 | SHAHEEN GEORGE T | Director | A-Award | A | Common Stock | 2,471 | 30.35 | 75.0K | 24,741 | D | ↗ |
| 2025-05-01 | McClanahan Nicholas F. | Director | A-Award | A | Common Stock | 2,471 | 30.35 | 75.0K | 4,774 | D | ↗ |
| 2025-05-01 | MARTIN LAURALEE | Director | A-Award | A | Common Stock | 2,471 | 30.35 | 75.0K | 16,027 | D | ↗ |
| 2025-05-01 | MARCUS GEORGE M | Director / 10% Owner | A-Award | A | Common Stock | 2,471 | 30.35 | 75.0K | 33,541 | D | ↗ |
| 2025-05-01 | Lawrence Norma J. | Director | A-Award | A | Common Stock | 2,471 | 30.35 | 75.0K | 4,774 | D | ↗ |
| 2025-05-01 | English Dixon Collete | Director | A-Award | A | Common Stock | 2,471 | 30.35 | 75.0K | 9,724 | D | ↗ |
| 2025-03-25 | De Bosschere Fabrice | Officer | — | — | Common Stock | 0 | 0.00 | — | 1,210 | D | ↗ |
| 2025-03-11 | LaBerge Gregory A. | Officer | S-Sale | D | Common Stock | 2,915 | 34.78 | 101.4K | 2,307 | I | ↗ |
| 2025-03-10 | Schwarz Kurt Henry | Officer | M-Exempt | D | Restricted Stock Units | 147 | 0.00 | — | 0 | D | ↗ |
| 2025-03-10 | Parker John David | Officer | M-Exempt | D | Restricted Stock Units | 3,490 | 0.00 | — | 13,968 | D | ↗ |
| 2025-03-10 | Nadji Hessam | Director / Officer | F-InKind | D | Common Stock | 9,326 | 35.47 | 330.8K | 256,726 | D | ↗ |
| 2025-03-10 | Matricaria Richard D. | Officer | M-Exempt | A | Common Stock | 1,878 | 0.00 | — | 9,573 | D | ↗ |
| 2025-03-10 | LaBerge Gregory A. | Officer | M-Exempt | A | Common Stock | 1,238 | 0.00 | — | 6,565 | D | ↗ |
| 2025-03-10 | DeGennaro Steven F. | Officer | M-Exempt | A | Common Stock | 8,854 | 0.00 | — | 29,035 | D | ↗ |
| 2025-03-04 | Nadji Hessam | Director / Officer | G-Gift | D | Common Stock | 500 | 0.00 | — | 220,430 | D | ↗ |
| 2025-03-04 | LaBerge Gregory A. | Officer | S-Sale | D | Common Stock | 828 | 38.26 | 31.7K | 5,222 | I | ↗ |
| 2025-02-06 | Schwarz Kurt Henry | Officer | A-Award | A | Restricted Stock Units | 421 | 0.00 | — | 421 | D | ↗ |
| 2025-02-06 | Parker John David | Officer | A-Award | A | Restricted Stock Units | 8,679 | 0.00 | — | 8,679 | D | ↗ |
| 2025-02-06 | Nadji Hessam | Director / Officer | A-Award | A | Restricted Stock Units | 92,000 | 0.00 | — | 92,000 | D | ↗ |
| 2025-02-06 | Matricaria Richard D. | Officer | A-Award | A | Restricted Stock Units | 6,509 | 0.00 | — | 6,509 | D | ↗ |
| 2025-02-06 | LaBerge Gregory A. | Officer | A-Award | A | Restricted Stock Units | 3,079 | 0.00 | — | 3,079 | D | ↗ |
| 2025-02-06 | DeGennaro Steven F. | Officer | A-Award | A | Restricted Stock Units | 5,319 | 0.00 | — | 5,319 | D | ↗ |
| 2024-12-12 | Nadji Hessam | Director / Officer | G-Gift | D | Common Stock | 500 | 0.00 | — | 220,930 | D | ↗ |
| 2024-11-26 | Nadji Hessam | Director / Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 221,430 | D | ↗ |
| 2024-09-18 | Nadji Hessam | Director / Officer | G-Gift | D | Common Stock | 469 | 0.00 | — | 222,430 | — | ↗ |
| 2024-09-13 | Nadji Hessam | Director / Officer | G-Gift | D | Common Stock | 520 | 0.00 | — | 222,899 | — | ↗ |
| 2024-09-13 | Lawrence Norma J. | Director | S-Sale | D | Common Stock | 1,123 | 40.00 | 44.9K | 24,971 | — | ↗ |
| 2024-09-11 | Nadji Hessam | Director / Officer | G-Gift | D | Common Stock | 500 | 0.00 | — | 223,419 | — | ↗ |
| 2024-09-10 | Nadji Hessam | Director / Officer | M-Exempt | A | Common Stock | 30,000 | 0.00 | — | 239,123 | — | ↗ |
| 2024-08-26 | Nadji Hessam | Director / Officer | S-Sale | D | Common Stock | 659 | 40.33 | 26.6K | 209,123 | — | ↗ |
| 2024-08-23 | Nadji Hessam | Director / Officer | S-Sale | D | Common Stock | 13,241 | 40.18 | 532.0K | 209,782 | — | ↗ |
| 2024-08-10 | DeGennaro Steven F. | Officer | M-Exempt | D | Restricted Stock Unit | 1,500 | 0.00 | — | 3,000 | — | ↗ |
| 2024-08-08 | DeGennaro Steven F. | Officer | F-InKind | D | Common Stock | 761 | 38.09 | 29.0K | 30,844 | D | ↗ |
| 2024-07-26 | Nadji Hessam | Director / Officer | S-Sale | D | Common Stock | 300 | 40.06 | 12.0K | 223,023 | — | ↗ |
| 2024-07-25 | Nadji Hessam | Director / Officer | S-Sale | D | Common Stock | 800 | 40.03 | 32.0K | 223,323 | — | ↗ |
| 2024-07-12 | Nadji Hessam | Director / Officer | S-Sale | D | Common Stock | 15,000 | 35.27 | 529.0K | 224,123 | — | ↗ |
| 2024-06-14 | Nadji Hessam | Director / Officer | G-Gift | D | Common Stock | 580 | 0.00 | — | 239,123 | — | ↗ |
| 2024-06-04 | Nadji Hessam | Director / Officer | G-Gift | D | Common Stock | 1,136 | 0.00 | — | 239,703 | — | ↗ |
| 2024-05-28 | LaBerge Gregory A. | Officer | S-Sale | D | Common Stock | 1,000 | 32.68 | 32.7K | 6,050 | — | ↗ |
| 2024-05-17 | Parker John David | Officer | S-Sale | D | Common Stock | 1,835 | 35.29 | 64.8K | 13,373 | — | ↗ |
| 2024-05-17 | Matricaria Richard D. | Officer | S-Sale | D | Common Stock | 1,848 | 35.30 | 65.2K | 7,695 | — | ↗ |
| 2024-05-10 | Parker John David | Officer | M-Exempt | D | Restricted Stock Units | 3,000 | 0.00 | — | 0 | — | ↗ |
| 2024-05-10 | Matricaria Richard D. | Officer | M-Exempt | D | Restricted Stock Units | 3,000 | 0.00 | — | 0 | — | ↗ |
| 2024-05-10 | LaBerge Gregory A. | Officer | F-InKind | D | Common Stock | 357 | 33.68 | 12.0K | 6,222 | — | ↗ |
| 2024-05-02 | Watters Don C. | Director | A-Award | A | Common Stock | 2,303 | 32.56 | 75.0K | 10,733 | — | ↗ |
| 2024-05-02 | Schwarz Kurt Henry | Officer | A-Award | A | Restricted Stock Units | 557 | 0.00 | — | 557 | — | ↗ |
| 2024-05-02 | SHAHEEN GEORGE T | Director | A-Award | A | Common Stock | 2,303 | 32.56 | 75.0K | 22,270 | — | ↗ |
| 2024-05-02 | Parker John David | Officer | A-Award | A | Restricted Stock Units | 17,460 | 0.00 | — | 17,460 | — | ↗ |
| 2024-05-02 | Nadji Hessam | Director / Officer | A-Award | A | Restricted Stock Units | 72,000 | 0.00 | — | 72,000 | — | ↗ |
| 2024-05-02 | McClanahan Nicholas F. | Director | A-Award | A | Common Stock | 2,303 | 32.56 | 75.0K | 4,780 | — | ↗ |
| 2024-05-02 | Matricaria Richard D. | Officer | A-Award | A | Restricted Stock Units | 8,730 | 0.00 | — | 8,730 | — | ↗ |
| 2024-05-02 | MARTIN LAURALEE | Director | A-Award | A | Common Stock | 2,303 | 32.56 | 75.0K | 13,556 | — | ↗ |
| 2024-05-02 | MARCUS GEORGE M | Director / 10% Owner | A-Award | A | Common Stock | 2,303 | 32.56 | 75.0K | 31,070 | — | ↗ |
| 2024-05-02 | Lawrence Norma J. | Director | A-Award | A | Common Stock | 2,303 | 32.56 | 75.0K | 4,780 | — | ↗ |
| 2024-05-02 | LaBerge Gregory A. | Officer | A-Award | A | Restricted Stock Units | 6,195 | 0.00 | — | 6,195 | — | ↗ |
| 2024-05-02 | English Dixon Collete | Director | A-Award | A | Common Stock | 2,303 | 32.56 | 75.0K | 7,253 | — | ↗ |
| 2024-05-02 | DeGennaro Steven F. | Officer | A-Award | A | Restricted Stock Units | 10,701 | 0.00 | — | 10,701 | — | ↗ |
| 2024-03-14 | Parker John David | Officer | S-Sale | D | Common Stock | 9,716 | 32.83 | 319.0K | 12,376 | — | ↗ |
| 2024-03-13 | LaBerge Gregory A. | Officer | S-Sale | D | Common Stock | 4,184 | 33.52 | 140.2K | 828 | — | ↗ |
| 2024-03-12 | Matricaria Richard D. | Officer | S-Sale | D | Common Stock | 9,500 | 33.32 | 316.5K | 7,078 | — | ↗ |
| 2024-03-10 | Schwarz Kurt Henry | Officer | M-Exempt | D | Restricted Stock Units | 117 | 0.00 | — | 469 | — | ↗ |
| 2024-03-10 | Parker John David | Officer | M-Exempt | A | Common Stock | 4,130 | 0.00 | — | 23,450 | — | ↗ |
| 2024-03-10 | Nadji Hessam | Director / Officer | M-Exempt | D | Restricted Stock Units | 18,400 | 0.00 | — | 36,800 | — | ↗ |
| 2024-03-10 | Matricaria Richard D. | Officer | M-Exempt | A | Common Stock | 1,376 | 0.00 | — | 4,939 | — | ↗ |
| 2024-03-10 | LaBerge Gregory A. | Officer | M-Exempt | A | Common Stock | 5,352 | 0.00 | — | 6,645 | — | ↗ |
| 2024-03-10 | DeGennaro Steven F. | Officer | M-Exempt | D | Restricted Stock Units | 2,500 | 0.00 | — | 10,008 | — | ↗ |
| 2024-03-07 | Nadji Hessam | Director / Officer | G-Gift | D | Common Stock | 550 | 0.00 | — | 194,640 | — | ↗ |
| 2023-11-07 | Matricaria Richard D. | Officer | S-Sale | D | Common Stock | 8,445 | 31.59 | 266.8K | 3,563 | — | ↗ |
| 2023-09-12 | LaBerge Gregory A. | Officer | S-Sale | D | Common Stock | 8,201 | 32.09 | 263.1K | 5,012 | — | ↗ |
| 2023-08-23 | Watters Don C. | Director | S-Sale | D | Common Stock | 12,000 | 31.89 | 382.7K | 8,337 | — | ↗ |
| 2023-08-11 | Nadji Hessam | Director / Officer | A-Award | A | Restricted Stock Units | 150,000 | 0.00 | — | 150,000 | — | ↗ |
| 2023-08-10 | DeGennaro Steven F. | Officer | M-Exempt | D | Restricted Stock Units | 1,500 | 0.00 | — | 3,000 | — | ↗ |
| 2023-05-10 | Parker John David | Officer | M-Exempt | D | Restricted Stock Units | 3,000 | 0.00 | — | 3,000 | — | ↗ |
| 2023-05-10 | Matricaria Richard D. | Officer | M-Exempt | D | Restricted Stock Units | 3,000 | 0.00 | — | 3,000 | — | ↗ |
| 2023-05-10 | LaBerge Gregory A. | Officer | M-Exempt | D | Restricted Stock Units | 1,000 | 0.00 | — | 2,000 | — | ↗ |
| 2023-05-02 | Watters Don C. | Director | A-Award | A | Common Stock | 2,477 | 30.27 | 75.0K | 8,430 | — | ↗ |
| 2023-05-02 | SHAHEEN GEORGE T | Director | A-Award | A | Common Stock | 2,477 | 30.27 | 75.0K | 19,967 | — | ↗ |
| 2023-05-02 | McClanahan Nicholas F. | Director | A-Award | A | Common Stock | 2,477 | 30.27 | 75.0K | 4,119 | — | ↗ |
| 2023-05-02 | MARTIN LAURALEE | Director | A-Award | A | Common Stock | 2,477 | 30.27 | 75.0K | 11,253 | — | ↗ |
| 2023-05-02 | MARCUS GEORGE M | Director / 10% Owner | A-Award | A | Common Stock | 2,477 | 30.27 | 75.0K | 28,767 | — | ↗ |
| 2023-05-02 | Lawrence Norma J. | Director | A-Award | A | Common Stock | 2,477 | 30.27 | 75.0K | 4,119 | — | ↗ |
| 2023-05-02 | English Dixon Collete | Director | A-Award | A | Common Stock | 2,477 | 30.27 | 75.0K | 4,950 | — | ↗ |
| 2023-04-10 | Nadji Hessam | Director / Officer | M-Exempt | A | Common Stock | 3,000 | 0.00 | — | 196,678 | — | ↗ |
| 2023-03-14 | Parker John David | Officer | S-Sale | D | Common Stock | 4,974 | 30.96 | 154.0K | 5,932 | — | ↗ |
| 2023-03-10 | Schwarz Kurt Henry | Officer | M-Exempt | A | Common Stock | 147 | 0.00 | — | 6,820 | — | ↗ |
| 2023-03-10 | Parker John David | Officer | F-InKind | D | Common Stock | 1,352 | 32.15 | 43.5K | 4,873 | — | ↗ |
| 2023-03-10 | Nadji Hessam | Director / Officer | F-InKind | D | Common Stock | 9,123 | 32.15 | 293.3K | 193,678 | — | ↗ |
| 2023-03-10 | Matricaria Richard D. | Officer | M-Exempt | D | Restricted Stock Units | 11,756 | 0.00 | — | 47,032 | — | ↗ |
| 2023-03-10 | LaBerge Gregory A. | Officer | M-Exempt | D | Restricted Stock Units | 505 | 0.00 | — | 0 | — | ↗ |
| 2023-03-10 | DeGennaro Steven F. | Officer | F-InKind | D | Common Stock | 3,916 | 32.15 | 125.9K | 7,968 | — | ↗ |
| 2023-02-09 | Schwarz Kurt Henry | Officer | A-Award | A | Restricted Stock Units | 586 | 0.00 | — | 586 | — | ↗ |
| 2023-02-09 | Parker John David | Officer | A-Award | A | Restricted Stock Units | 20,657 | 0.00 | — | 20,657 | — | ↗ |
| 2023-02-09 | Nadji Hessam | Director / Officer | A-Award | A | Restricted Stock Units | 92,000 | 0.00 | — | 92,000 | — | ↗ |
| 2023-02-09 | Matricaria Richard D. | Officer | A-Award | A | Restricted Stock Units | 20,362 | 0.00 | — | 20,362 | — | ↗ |
| 2023-02-09 | LaBerge Gregory A. | Officer | A-Award | A | Restricted Stock Units | 6,590 | 0.00 | — | 6,590 | — | ↗ |
| 2023-02-09 | DeGennaro Steven F. | Officer | A-Award | A | Restricted Stock Units | 12,508 | 0.00 | — | 12,508 | — | ↗ |
| 2023-01-04 | Nadji Hessam | Officer | S-Sale | D | Common Stock | 563 | 35.25 | 19.8K | 156,570 | — | ↗ |
| 2023-01-03 | Nadji Hessam | Officer | S-Sale | D | Common Stock | 5,428 | 35.03 | 190.2K | 157,133 | — | ↗ |
| 2022-12-29 | Nadji Hessam | Officer | S-Sale | D | Common Stock | 4,009 | 35.08 | 140.7K | 162,561 | — | ↗ |
| 2022-12-13 | LaBerge Gregory A. | Officer | S-Sale | D | Common Stock | 1,500 | 36.15 | 54.2K | 7,415 | — | ↗ |
| 2022-11-10 | Matricaria Richard D. | Officer | M-Exempt | D | Restricted Stock Units | 175 | 0.00 | — | 0 | — | ↗ |
| 2022-11-10 | LaBerge Gregory A. | Officer | S-Sale | D | Common Stock | 1,257 | 36.75 | 46.2K | 8,915 | — | ↗ |
| 2022-08-16 | LaBerge Gregory A. | Officer | S-Sale | D | Common Stock | 2,155 | 40.45 | 87.2K | 10,172 | — | ↗ |
| 2022-08-10 | DeGennaro Steven F. | Officer | F-InKind | D | Common Stock | 1,488 | 39.46 | 58.7K | 2,899 | — | ↗ |
| 2022-05-27 | Matricaria Richard D. | Officer | S-Sale | D | Common Stock | 6,695 | 41.79 | 279.8K | 0 | — | ↗ |
| 2022-05-23 | Parker John David | Officer | S-Sale | D | Common Stock | 2,447 | 41.00 | 100.3K | 645 | — | ↗ |
| 2022-05-20 | LaBerge Gregory A. | Officer | S-Sale | D | Common Stock | 2,374 | 40.07 | 95.1K | 12,327 | — | ↗ |
| 2022-05-10 | Parker John David | Officer | M-Exempt | D | Restricted Stock Units | 2,000 | 0.00 | — | 8,000 | — | ↗ |
| 2022-05-10 | Matricaria Richard D. | Officer | F-InKind | D | Common Stock | 992 | 41.13 | 40.8K | 6,695 | — | ↗ |
| 2022-05-10 | LaBerge Gregory A. | Officer | M-Exempt | D | Restricted Stock Units | 1,000 | 0.00 | — | 3,000 | — | ↗ |
| 2022-05-03 | Watters Don C. | Director | A-Award | A | Common Stock | 1,642 | 45.65 | 75.0K | 26,290 | — | ↗ |
| 2022-05-03 | SHAHEEN GEORGE T | Director | A-Award | A | Common Stock | 1,642 | 45.65 | 75.0K | 16,959 | — | ↗ |
| 2022-05-03 | McClanahan Nicholas F. | Director | A-Award | A | Common Stock | 1,642 | 45.65 | 75.0K | 3,724 | — | ↗ |
| 2022-05-03 | MARTIN LAURALEE | Director | A-Award | A | Common Stock | 1,642 | 45.65 | 75.0K | 8,776 | — | ↗ |
| 2022-05-03 | MARCUS GEORGE M | Director | A-Award | A | Common Stock | 1,642 | 45.65 | 75.0K | 26,290 | — | ↗ |
| 2022-05-03 | Lawrence Norma J. | Director | A-Award | A | Common Stock | 1,642 | 45.65 | 75.0K | 3,724 | — | ↗ |
| 2022-05-03 | English Dixon Collete | Director | A-Award | A | Common Stock | 1,642 | 45.65 | 75.0K | 2,473 | — | ↗ |
| 2022-04-10 | Nadji Hessam | Officer | M-Exempt | A | Common Stock | 3,000 | 0.00 | — | 168,058 | — | ↗ |
| 2022-04-01 | Nadji Hessam | Officer | S-Sale | D | Common Stock | 10,000 | 55.34 | 553.4K | 165,058 | — | ↗ |
| 2022-03-29 | Nadji Hessam | Officer | S-Sale | D | Common Stock | 10,000 | 50.27 | 502.7K | 175,058 | — | ↗ |
| 2022-03-10 | Schwarz Kurt Henry | Officer | M-Exempt | D | Restricted Stock Units | 404 | 0.00 | — | 814 | — | ↗ |
| 2022-03-10 | Parker John David | Officer | M-Exempt | A | Common Stock | 2,648 | 0.00 | — | 7,366 | — | ↗ |
| 2022-03-10 | Nadji Hessam | Director / Officer | F-InKind | D | Common Stock | 9,123 | 45.16 | 412.0K | 166,504 | — | ↗ |
| 2022-03-10 | Matricaria Richard D. | Officer | M-Exempt | A | Common Stock | 2,364 | 0.00 | — | 5,350 | — | ↗ |
| 2022-03-10 | LaBerge Gregory A. | Officer | M-Exempt | D | Restricted Stock Units | 498 | 0.00 | — | 505 | — | ↗ |
| 2022-02-25 | Nadji Hessam | Director / Officer | S-Sale | D | Common Stock | 1,214 | 50.02 | 60.7K | 157,227 | — | ↗ |
| 2022-02-24 | Nadji Hessam | Director / Officer | S-Sale | D | Common Stock | 3,621 | 47.01 | 170.2K | 158,441 | — | ↗ |
| 2022-02-23 | Nadji Hessam | Director / Officer | S-Sale | D | Common Stock | 221 | 49.87 | 11.0K | 164,562 | — | ↗ |
| 2022-02-16 | Schwarz Kurt Henry | Officer | F-InKind | D | Common Stock | 54 | 48.12 | 2.6K | 5,842 | — | ↗ |
| 2022-02-16 | Parker John David | Officer | M-Exempt | A | Common Stock | 2,364 | — | — | 2,514 | — | ↗ |
| 2022-02-16 | Matricaria Richard D. | Officer | F-InKind | D | Common Stock | 410 | 48.12 | 19.7K | 700 | — | ↗ |
| 2022-02-16 | LaBerge Gregory A. | Officer | M-Exempt | A | Common Stock | 437 | 0.00 | — | 12,587 | — | ↗ |
| 2022-02-10 | Schwarz Kurt Henry | Officer | A-Award | A | Restricted Stock Units | 951 | 0.00 | — | 951 | — | ↗ |
| 2022-02-10 | Parker John David | Officer | A-Award | A | Restricted Stock Units | 58,788 | 0.00 | — | 58,788 | — | ↗ |
| 2022-02-10 | Nadji Hessam | Officer | A-Award | A | Restricted Stock Units | 92,000 | 0.00 | — | 92,000 | — | ↗ |
| 2022-02-10 | Matricaria Richard D. | Officer | A-Award | A | Restricted Stock Units | 58,788 | 0.00 | — | 58,788 | — | ↗ |
| 2022-02-10 | LaBerge Gregory A. | Officer | A-Award | A | Restricted Stock Units | 26,766 | 0.00 | — | 26,766 | — | ↗ |
| 2022-02-10 | DeGennaro Steven F. | Officer | A-Award | A | Restricted Stock Units | 44,272 | 0.00 | — | 44,272 | — | ↗ |
| 2021-11-10 | Matricaria Richard D. | Officer | M-Exempt | A | Common Stock | 174 | 0.00 | — | 174 | — | ↗ |
| 2021-11-02 | English Dixon Collete | Director | A-Award | A | Common Stock | 831 | 0.00 | — | 831 | — | ↗ |
| 2021-09-22 | Nadji Hessam | Director / Officer | G-Gift | D | Common Stock | 644 | 0.00 | — | 178,541 | — | ↗ |
| 2021-09-13 | Parker John David | Officer | S-Sale | D | Common Stock | 6,358 | 39.82 | 253.2K | 150 | — | ↗ |
| 2021-08-16 | Matricaria Richard D. | Officer | S-Sale | D | Common Stock | 2,739 | 39.74 | 108.8K | 0 | — | ↗ |
| 2021-08-13 | Parker John David | Officer | S-Sale | D | Common Stock | 2,498 | 40.00 | 99.9K | 6,508 | — | ↗ |
| 2021-08-10 | DeGennaro Steven F. | Officer | M-Exempt | D | Restricted Stock Units | 1,500 | 0.00 | — | 6,000 | — | ↗ |
| 2021-08-03 | DeGennaro Steven F. | Officer | A-Award | A | Restricted Stock Units | 7,500 | 0.00 | — | 7,500 | — | ↗ |
| 2021-07-16 | Phoenix Investments Holdings LLC | 10% Owner | J-Other | D | Common Stock | 157,212 | 0.00 | — | 14,128,075 | — | ↗ |
| 2021-07-16 | MARCUS GEORGE M | Director / 10% Owner | J-Other | D | Common Stock | 157,212 | 0.00 | — | 14,128,075 | — | ↗ |
| 2021-06-25 | Nadji Hessam | Director / Officer | S-Sale | D | Common Stock | 9,184 | 40.22 | 369.4K | 180,198 | — | ↗ |
| 2021-06-24 | Nadji Hessam | Director / Officer | S-Sale | D | Common Stock | 10,816 | 40.11 | 433.8K | 189,382 | — | ↗ |
| 2021-06-02 | Matricaria Richard D. | Officer | S-Sale | D | Common Stock | 3,812 | 39.75 | 151.5K | 2,739 | — | ↗ |
| 2021-06-01 | Lawrence Norma J. | Director | S-Sale | D | Common Stock | 1,402 | 39.91 | 55.9K | 19,893 | — | ↗ |
| 2021-05-21 | Nadji Hessam | Director / Officer | S-Sale | D | Common Stock | 6,096 | 38.17 | 232.7K | 200,198 | — | ↗ |
| 2021-05-20 | Nadji Hessam | Director / Officer | S-Sale | D | Common Stock | 5,404 | 38.04 | 205.6K | 206,294 | — | ↗ |
| 2021-05-10 | LaBerge Gregory A. | Officer | M-Exempt | D | Restricted Stock Units | 1,000 | 0.00 | — | 4,000 | — | ↗ |
| 2021-05-04 | Watters Don C. | Director | A-Award | A | Common Stock | 2,082 | 36.01 | 75.0K | 24,648 | — | ↗ |
| 2021-05-04 | SHAHEEN GEORGE T | Director | A-Award | A | Common Stock | 2,082 | 36.01 | 75.0K | 15,317 | — | ↗ |
| 2021-05-04 | Parker John David | Officer | — | D | Restricted Stock Units | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2021-05-04 | McClanahan Nicholas F. | Director | A-Award | A | Common Stock | 2,082 | 36.01 | 75.0K | 11,692 | — | ↗ |
| 2021-05-04 | Matricaria Richard D. | Officer | — | D | Restricted Stock Units | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2021-05-04 | MARTIN LAURALEE | Director | A-Award | A | Common Stock | 2,082 | 36.01 | 75.0K | 7,134 | — | ↗ |
| 2021-05-04 | MARCUS GEORGE M | Director | A-Award | A | Common Stock | 2,082 | 36.01 | 75.0K | 24,648 | — | ↗ |
| 2021-05-04 | Lawrence Norma J. | Director | A-Award | A | Common Stock | 2,082 | 36.01 | 75.0K | 7,406 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Hessam Nadji President and Chief Executive Officer | 700.0K | — | 3.50M | — | 1.75M | 327.8K | 6.27M | 55.73% | ↗ |
| 2 | 2025 | John David Parker Executive Vice President and Chief Operating Officer | 466.7K | — | 1.36M | — | 958.7K | 7.1K | 2.79M | 48.68% | ↗ |
| 3 | 2025 | Steven F. DeGennaro Executive Vice President and Chief Financial Officer | 491.7K | — | 803.7K | — | 645.5K | 192.9K | 2.13M | 37.67% | ↗ |
| 4 | 2025 | Richard Matricaria Senior Vice President and Chief Growth Officer | 400.0K | — | 494.0K | — | 250.0K | 58.9K | 1.20M | 41.07% | ↗ |
| 5 | 2025 | Gregory A. LaBerge Senior Vice President, Chief Client Officer | 350.0K | — | 233.7K | — | 324.2K | 19.0K | 926.9K | 25.21% | ↗ |
| 6 | 2024 | Hessam Nadji President and Chief Executive Officer | 700.0K | — | 2.34M | — | 1.24M | 296.9K | 4.58M | 51.17% | ↗ |
| 7 | 2024 | Hessam Nadji President and CEO | 700.0K | — | 2.34M | — | 1.24M | 296.9K | 4.58M | 51.17% | ↗ |
| 8 | 2024 | John David Parker Executive Vice President and Chief Operating Officer | 400.0K | — | 568.5K | — | 746.4K | 8.6K | 1.72M | 32.99% | ↗ |
| 9 | 2024 | John David Parker Executive Vice President and Chief Operating Officer, Eastern Division | 400.0K | — | 568.5K | — | 746.4K | 8.6K | 1.72M | 32.99% | ↗ |
| 10 | 2024 | Steven F. DeGennaro Executive Vice President and Chief Financial Officer | 400.0K | — | 348.4K | — | 515.2K | 126.0K | 1.39M | 25.07% | ↗ |
| 11 | 2024 | Richard Matricaria Executive Vice President and Chief Operating Officer, Western Division | 400.0K | — | 284.2K | — | 685.1K | 9.8K | 1.38M | 20.61% | ↗ |
| 12 | 2024 | Richard Matricaria Senior Vice President and Chief Growth Officer | 400.0K | — | 284.2K | — | 685.1K | 9.8K | 1.38M | 20.61% | ↗ |
| 13 | 2024 | Gregory A. LaBerge Senior Vice President, Chief Administrative Officer | 350.0K | — | 709.00 | — | 273.5K | 30.3K | 855.4K | 0.08% | ↗ |
| 14 | 2024 | Gregory A. LaBerge Senior Vice President, Chief Client Officer | 350.0K | — | 709.00 | — | 273.5K | 30.3K | 855.4K | 0.08% | ↗ |
| 15 | 2023 | Hessam Nadji President and CEO | 700.0K | — | 8.65M | — | 811.9K | 249.0K | 10.41M | 83.08% | ↗ |
| 16 | 2023 | Hessam Nadji President and Chief Executive Officer | 700.0K | — | 8.65M | — | 811.9K | 249.0K | 10.41M | 83.08% | ↗ |
| 17 | 2023 | John David Parker Executive Vice President and Chief Operating Officer | 400.0K | — | 739.1K | — | 545.6K | 4.6K | 1.69M | 43.75% | ↗ |
| 18 | 2023 | John David Parker Executive Vice President and Chief Operating Officer, Eastern Division | 400.0K | — | 739.1K | — | 545.6K | 4.6K | 1.69M | 43.75% | ↗ |
| 19 | 2023 | Richard Matricaria Executive Vice President and Chief Operating Officer, Western Division | 400.0K | — | 728.6K | — | 423.7K | 12.6K | 1.56M | 46.56% | ↗ |
| 20 | 2023 | Richard Matricaria Senior Vice President and Chief Growth Officer | 400.0K | — | 728.6K | — | 423.7K | 12.6K | 1.56M | 46.56% | ↗ |
| 21 | 2023 | Steven F. DeGennaro Executive Vice President and Chief Financial Officer | 400.0K | — | 447.5K | — | 414.3K | 8.5K | 1.27M | 35.23% | ↗ |
| 22 | 2023 | Gregory A. LaBerge Senior Vice President, Chief Administrative Officer | 350.0K | — | 235.8K | — | 255.0K | 7.8K | 848.6K | 27.79% | ↗ |
| 23 | 2023 | Gregory A. LaBerge Senior Vice President, Chief Client Officer | 350.0K | — | 235.8K | — | 255.0K | 7.8K | 848.6K | 27.79% | ↗ |
| 24 | 2022 | Hessam Nadji President and CEO | 675.0K | — | 4.35M | — | 2.34M | 167.5K | 7.53M | 57.76% | ↗ |
| 25 | 2022 | Hessam Nadji President and Chief Executive Officer | 675.0K | — | 4.35M | — | 2.34M | 167.5K | 7.53M | 57.76% | ↗ |
| 26 | 2022 | John David Parker Executive Vice President and Chief Operating Officer, Eastern Division | 387.5K | — | 2.78M | — | 1.48M | 5.6K | 4.65M | 59.77% | ↗ |
| 27 | 2022 | Richard Matricaria Executive Vice President and Chief Operating Officer, Western Division | 387.5K | — | 2.78M | — | 1.46M | 14.9K | 4.64M | 59.92% | ↗ |
| 28 | 2022 | Steven F. DeGennaro Executive Vice President and Chief Financial Officer | 400.0K | — | 2.09M | — | 895.1K | 22.0K | 3.41M | 61.38% | ↗ |
| 29 | 2022 | Gregory A. LaBerge Senior Vice President, Chief Administrative Officer | 337.5K | — | 1.27M | — | 471.6K | 19.0K | 2.09M | 60.45% | ↗ |
| 30 | 2021 | Hessam Nadji President and Chief Executive Officer | 562.5K | 437.5K | 3.60M | — | 3.50M | 127.6K | 8.22M | 43.74% | ↗ |
| 31 | 2021 | Hessam Nadji President and CEO | 562.5K | 437.5K | 3.60M | — | 3.50M | 127.6K | 8.22M | 43.74% | ↗ |
| 32 | 2021 | John David Parker Executive Vice President and Chief Operating Officer, Eastern Division | 350.0K | 250.0K | 878.0K | — | 2.00M | 7.2K | 3.49M | 25.19% | ↗ |
| 33 | 2021 | Richard Matricaria Executive Vice President and Chief Operating Officer, Western Division | 350.0K | 250.0K | 822.3K | — | 2.00M | 11.0K | 3.43M | 23.95% | ↗ |
| 34 | 2021 | Steven F. DeGennaro Executive Vice President and Chief Financial Officer | 400.0K | 150.0K | 294.6K | — | 1.20M | 17.5K | 2.06M | 14.29% | ↗ |
| 35 | 2021 | Gregory A. LaBerge Senior Vice President, Chief Administrative Officer | 298.1K | — | 198.2K | — | 800.0K | 15.0K | 1.31M | 15.11% | ↗ |
| 36 | 2020 | Hessam Nadji President and Chief Executive Officer | 501.7K | — | 3.38M | — | 1.21M | 174.4K | 5.26M | 64.22% | ↗ |
| 37 | 2020 | Martin E. Louie Senior Vice President and Director of Corporate Initiatives | 304.1K | — | 92.1K | — | 236.1K | 150.0K | 782.3K | 11.78% | ↗ |
| 38 | 2020 | Gregory A. LaBerge Vice President, Chief Administrative Officer | 260.7K | — | 246.5K | — | 251.1K | 20.4K | 778.7K | 31.65% | ↗ |
| 39 | 2020 | Gregory A. LaBerge Senior Vice President, Chief Administrative Officer | 260.7K | — | 246.5K | — | 251.1K | 20.4K | 778.7K | 31.65% | ↗ |
| 40 | 2020 | Steven F. DeGennaro Executive Vice President and Chief Financial Officer | 131.1K | 250.0K | 201.1K | — | — | — | 582.2K | 34.54% | ↗ |
| 41 | 2019 | Hessam Nadji President and Chief Executive Officer | 600.0K | — | 3.63M | — | 1.36M | 195.5K | 5.79M | 62.71% | ↗ |
| 42 | 2019 | Mitchell R. LaBar Executive Vice President and Chief Operating Officer | 437.5K | — | 250.0K | — | 247.5K | 30.1K | 965.0K | 25.90% | ↗ |
| 43 | 2019 | Martin E. Louie Senior Vice President Chief Financial Officer | 350.0K | — | — | — | 460.7K | 38.2K | 848.9K | 0.00% | ↗ |
| 44 | 2019 | Martin E. Louie Senior Vice President and Director of Corporate Initiatives | 350.0K | — | — | — | 460.7K | 38.2K | 848.9K | 0.00% | ↗ |
| 45 | 2019 | Gregory A. LaBerge Senior Vice President, Chief Administrative Officer | 250.0K | — | 77.2K | — | 279.9K | 86.9K | 694.0K | 11.12% | ↗ |
| 46 | 2019 | Gregory A. LaBerge Vice President, Chief Administrative Officer | 250.0K | — | 77.2K | — | 279.9K | 86.9K | 694.0K | 11.12% | ↗ |
| 47 | 2018 | Hessam Nadji President and Chief Executive Officer | 600.0K | — | 538.2K | — | 1.75M | 182.0K | 3.07M | 17.53% | ↗ |
| 48 | 2018 | Mitchell R. LaBar Executive Vice President and Chief Operating Officer | 500.0K | — | 250.0K | — | 1.24M | 35.5K | 2.03M | 12.33% | ↗ |
| 49 | 2018 | Martin E. Louie Senior Vice President Chief Financial Officer | 350.0K | — | — | — | 592.6K | 40.4K | 983.0K | 0.00% | ↗ |
| 50 | 2018 | Martin E. Louie Senior Vice President and Director of Corporate Initiatives | 350.0K | — | — | — | 592.6K | 40.4K | 983.0K | 0.00% | ↗ |
| 51 | 2018 | Martin E. Louie Senior Vice President and Chief Financial Officer | 350.0K | — | — | — | 592.6K | 40.4K | 983.0K | 0.00% | ↗ |
| 52 | 2018 | William E. Hughes, Jr. Former Senior Vice President, Marcus and Millichap Capital Corporation | 218.8K | — | — | — | 200.0K | 227.5K | 646.2K | 0.00% | ↗ |
| 53 | 2017 | Mitchell R. LaBar Executive Vice President and Chief Operating Officer | 487.5K | — | 1,000.0K | — | 990.0K | 35.4K | 2.51M | 39.79% | ↗ |
| 54 | 2017 | Hessam Nadji President and Chief Executive Officer | 600.0K | — | — | — | 1.35M | 169.8K | 2.12M | 0.00% | ↗ |
| 55 | 2017 | Martin E. Louie Senior Vice President Chief Financial Officer | 350.0K | — | — | — | 500.0K | 72.9K | 922.9K | 0.00% | ↗ |
| 56 | 2017 | Martin E. Louie Senior Vice President and Chief Financial Officer | 350.0K | — | — | — | 500.0K | 72.9K | 922.9K | 0.00% | ↗ |
| 57 | 2016 | Hessam Nadji President and Chief Executive Officer | 575.0K | — | — | — | 1.16M | 164.9K | 1.90M | 0.00% | ↗ |
| 58 | 2016 | Mitchell R. LaBar Executive Vice President and Chief Operating Officer | 339.2K | — | 761.7K | — | 613.5K | 148.8K | 1.86M | 40.88% | ↗ |
| 59 | 2016 | John J. Kerin Former President and Chief Executive Officer | 170.0K | — | — | — | — | 1.05M | 1.22M | 0.00% | ↗ |
| 60 | 2016 | Gene A. Berman Former Executive Vice President | 400.0K | — | — | — | 325.0K | 224.5K | 949.5K | 0.00% | ↗ |
| 61 | 2016 | Martin E. Louie Senior Vice President and Chief Financial Officer | 350.0K | — | — | — | 473.6K | 33.6K | 857.1K | 0.00% | ↗ |
| 62 | 2015 | Hessam Nadji Senior Executive Vice President | 441.7K | — | 1.31M | — | 1.49M | 152.7K | 3.40M | 38.64% | ↗ |
| 63 | 2015 | Hessam Nadji President and Chief Executive Officer | 441.7K | — | 1.31M | — | 1.49M | 152.7K | 3.40M | 38.64% | ↗ |
| 64 | 2015 | John J. Kerin Former President and Chief Executive Officer | 680.0K | — | — | — | 1.97M | 362.8K | 3.01M | 0.00% | ↗ |
| 65 | 2015 | John J. Kerin President and Chief Executive Officer | 680.0K | — | — | — | 1.97M | 362.8K | 3.01M | 0.00% | ↗ |
| 66 | 2015 | Martin E. Louie Senior Vice President and Chief Financial Officer | 350.0K | — | 656.8K | — | 550.0K | 32.4K | 1.59M | 41.33% | ↗ |
| 67 | 2014 | John J. Kerin President and Chief Executive Officer | 680.0K | — | — | — | 2.72M | 29.1K | 3.98M | 0.00% | ↗ |
| 68 | 2014 | John J. Kerin President and Chief Executive Officer | 680.0K | — | — | — | 2.72M | 575.9K | 3.98M | 0.00% | ↗ |
| 69 | 2014 | Gene A. Berman Executive Vice President | 400.0K | — | — | — | 1.48M | 30.6K | 2.02M | 0.00% | ↗ |
| 70 | 2014 | Hessam Nadji Senior Executive Vice President | 400.0K | — | — | — | 1.20M | 174.7K | 1.77M | 0.00% | ↗ |
| 71 | 2014 | Hessam Nadji Chief Strategy Officer | 400.0K | — | — | — | 1.20M | 30.0K | 1.77M | 0.00% | ↗ |
| 72 | 2013 | Gene A. Berman Executive Vice President | 300.0K | 900.0K | 5.19M | — | — | 30.0K | 6.72M | 77.32% | ↗ |
| 73 | 2013 | John J. Kerin President and Chief Executive Officer | 400.0K | 1.60M | 3.77M | — | — | 37.4K | 6.08M | 61.98% | ↗ |
| 74 | 2013 | Hessam Nadji Chief Strategy Officer | 250.0K | 762.5K | 1.56M | — | — | 47.8K | 2.64M | 58.89% | ↗ |
| 75 | 2012 | John J. Kerin President and Chief Executive Officer | 400.0K | 1.50M | — | — | — | 36.0K | 3.29M | 0.00% | ↗ |
| 76 | 2012 | Gene A. Berman Executive Vice President | 300.0K | 843.5K | — | — | — | 30.0K | 1.85M | 0.00% | ↗ |
| 77 | 2012 | Hessam Nadji Chief Strategy Officer | 250.0K | 625.0K | — | — | — | 41.9K | 1.38M | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Hessam Nadji | President, Chief Executive Officer & Director | 2M | male |
| John David Parker | Executive Vice President & Chief Operating Officer | 1M | male |
| Steven F. DeGennaro | Executive Vice President & Chief Financial Officer | 1M | male |
| Richard D. Matricaria | Senior Vice President & Chief Growth Officer | 708.9K | male |
| Gregory A. LaBerge | SVP, Chief Client Off, Natl Dir of Hospitality Div and Interim Natl Dir of Retail & Net Lease Div | 693.2K | male |
| George Marcus | Founder & Chairman | 65.0K | male |
| Tyler Theobald | Senior Vice President, General Counsel & Chief Compliance Officer | — | male |
| Evan Wayne | Senior Vice President & Chief Information Officer | — | male |
| Fabrice De Bosschere | First VP, Corporate Controller & Chief Accounting Officer | — | male |
| Janice Y. Coonley SPHR | Senior VP & Chief People | — | female |
| Tim Speck | Executive MD & Divisional Chief Revenue Officer of Southwest/Mountain/Northwest | — | male |
| Andrew Strockis | Senior Vice President & Chief Marketing Officer | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for MMI
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
