Español 
Deutsch 
Français 
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)
Marqeta, Inc. (MQ)
USD17.20
+1.07 (+6.64%)
US NASDAQ Technology Software - Infrastructure
Address
180 Grand Avenue 94612
Oakland, CA, US
Oakland, CA, US
CEO
Michael Milotich
Website
marqeta.com
IPO
2021-06-09
CIK 1522540 ISIN US57142B2034
Description
Marqeta, Inc. engages in the creation of digital payment technology. The firm develops a modern card issuing platform, providing infrastructure and tools for building configurable payment cards. It provides its customers issuer processor services and also acts as a card program manager. The company was founded by Jason M. Gardner in 2010 and is headquartered in Oakland, CA.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary
Loading…
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
USD17.20
+1.07 (+6.64%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
4M
Beta
1.32
Float Shares
370.94M
Free Float %
87.3%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.60% | -4.55% | -0.99% | +1.79% | -19.56% | -16.00% | -17.39% | -14.74% | -86.93% | -86.93% | -86.93% |
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From
To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
Loading histogram data…
Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (22 ratings, all time)
Hold
Price Targets & DCF
Current price
17.20
Low
4.50
-73.8%
Consensus
4.75
-72.4%
Median
4.75
-72.4%
High
5.00
-70.9%
DCF (Levered)
4.05
-76.4%
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)
21% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 1 | 0 |
| Hold | 10 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
4.75
-72.4%
|
| Last Quarter | 2 |
4.88
-71.6%
|
| Last Year | 4 |
4.81
-72.0%
|
| All Time | 25 |
10.35
-39.8%
|
Quality scores
Altman Z-Score
1.43
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Software - Infrastructure: +13.7%+23.3% ★ Q1'26: +19.2% (vs Q1'25)
-
EPS growth Software - Infrastructure: +28.7%-157.0% Q1'26: +209.7% (vs Q1'25)
-
FCF margin FCF growth · Software - Infrastructure: +32.2%+8.6% ★ Q1'26: -2.8% (vs Q1'25)
-
EBIT margin Software - Infrastructure: +8.8%-2.1% Q1'26: +2.2% (vs Q1'25)
-
ROIC Software - Infrastructure: +6.6%— Q1'26: -6.1% (vs Q1'25)
-
Share dilution Software - Infrastructure: +0.0%-10.9% ★ Q1'26: -13.5% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Infrastructure: -1.06×1.58× ★ Q1'26: 0.30× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 10 Rev. Ana. 6 EPS Ana. |
Dec 2027 11 Rev. Ana. 6 EPS Ana. |
Dec 2028 7 Rev. Ana. 6 EPS Ana. |
Dec 2029 3 Rev. Ana. 4 EPS Ana. |
Dec 2030 6 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
517.18M
est: 499.68M (+3.5%)
|
748.21M
est: 746.34M (+0.2%)
|
676.17M
est: 576.80M (+17.2%)
|
507.00M
est: 503.54M (+0.7%)
|
624.88M
est: 620.31M (+0.7%)
|
708.16M
706.95M – 710.64M
+14.2% YoY
|
829.62M
803.97M – 859.22M
+17.2% YoY
|
962.99M
958.18M – 967.80M
+16.1% YoY
|
1.22B
1.19B – 1.26B
+26.4% YoY
|
1.46B
1.43B – 1.52B
+20.0% YoY
|
| EBITDA |
-158.47M
est: -114.76M (-38.1%)
|
-205.96M
est: -171.41M (-20.2%)
|
-272.27M
est: -112.59M (-141.8%)
|
-7.01M
est: -98.30M (+92.9%)
|
13.83M
est: -121.09M (+111.4%)
|
-138.24M
-138.72M – -138.00M
-14.2% YoY
|
-161.95M
-167.73M – -156.94M
-17.2% YoY
|
-187.98M
-188.92M – -187.04M
-16.1% YoY
|
-237.59M
-246.46M – -232.37M
-26.4% YoY
|
-285.10M
-295.75M – -278.84M
-20.0% YoY
|
| EBIT |
-162.01M
est: -122.19M (-32.6%)
|
-209.81M
est: -182.51M (-15.0%)
|
-283.02M
est: -124.80M (-126.8%)
|
-24.47M
est: -108.95M (+77.5%)
|
-13.33M
est: -134.21M (+90.1%)
|
-153.22M
-153.75M – -152.96M
-14.2% YoY
|
-179.50M
-185.90M – -173.95M
-17.2% YoY
|
-208.35M
-209.40M – -207.31M
-16.1% YoY
|
-263.33M
-273.17M – -257.55M
-26.4% YoY
|
-316.00M
-327.80M – -309.06M
-20.0% YoY
|
| Net Income |
-163.93M
est: -241.21M (+32.0%)
|
-184.78M
est: -199.73M (+7.5%)
|
-222.96M
est: -168.70M (-32.2%)
|
27.29M
est: 23.15M (+17.9%)
|
-13.93M
est: -15.86M (+12.2%)
|
15.15M
-26.15M – 34.87M
+195.5% YoY
|
40.88M
29.01M – 92.82M
+169.9% YoY
|
74.60M
49.77M – 122.17M
+82.5% YoY
|
64.70M
62.85M – 67.85M
-13.3% YoY
|
115.54M
112.25M – 121.15M
+78.6% YoY
|
| SGA |
343.02M
est: 308.88M (+11.1%)
|
447.08M
est: 461.36M (-3.1%)
|
528.20M
est: 317.98M (+66.1%)
|
282.02M
est: 277.59M (+1.6%)
|
98.84M
est: 341.97M (-71.1%)
|
390.40M
389.73M – 391.76M
+14.2% YoY
|
457.35M
443.21M – 473.67M
+17.2% YoY
|
530.88M
528.22M – 533.53M
+16.1% YoY
|
670.96M
656.23M – 696.02M
+26.4% YoY
|
805.14M
787.47M – 835.22M
+20.0% YoY
|
| EPS |
-0.30
est: -0.46 (+35.5%)
|
-0.34
est: -0.38 (+11.7%)
|
-0.42
est: -0.36 (-16.4%)
|
0.05
est: 0.05 (-2.3%)
|
-0.03
est: -0.03 (+12.6%)
|
0.04
-0.06 – 0.08
+210.0% YoY
|
0.11
0.06 – 0.20
+199.4% YoY
|
0.17
0.11 – 0.26
+50.5% YoY
|
0.14
0.14 – 0.15
-17.7% YoY
|
0.25
0.24 – 0.26
+78.6% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-06 | UBS | Neutral | Neutral | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 | 1/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-04 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 | 1/5 | 3/5 |
| 2026-05-01 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-30 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-29 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-28 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-27 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-24 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-23 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-22 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-21 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-20 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-17 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-16 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
120.09M
OE per share TTM
0.26
Owner's Yield
7.02%
Maintenance CapEx ratio
5.05%
Maint CapEx / Avg PPE
6.3%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
61
Total invested
39.71M
Insider transactions (90d)
5
Beneficial owners (>5%)
31
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Jacqueline Berterretche | 54.38M | 18.99% | — | 54.26M | — | 54.26M | IN | — | 2022-02-11 | ↗ |
| 2 | Standish O’Grady | 54.38M | 18.99% | — | 54.26M | — | 54.26M | IN | — | 2022-02-11 | ↗ |
| 3 | Christopher McKay | 54.38M | 18.96% | — | 54.38M | — | 54.38M | IN | — | 2022-02-11 | ↗ |
| 4 | Granite Management II, LLC (“GM II”) | 54.26M | 18.99% | 54.26M | — | 54.26M | — | OO | — | 2022-02-11 | ↗ |
| 5 | Granite Ventures II, L.P. (“GV II”) | 53.83M | 18.80% | 53.83M | — | 53.83M | — | PN | — | 2022-02-11 | ↗ |
| 6 | Jason Gardner | 51.61M | 10.90% | 468.5K | 40.24M | 2.91M | — | IN | United States of America | 2022-02-10 | ↗ |
| 7 | 15.4% (3) | 42.39M | 15.40% | — | — | 42.39M | — | IN | — | 2022-02-14 | ↗ |
| 8 | Divesh Makan | 42.39M | 15.40% | 42.39M | — | 42.39M | — | IN | Cayman Islands | 2022-04-28 | ↗ |
| 9 | ICONIQ Strategic Partners III GP, L.P. | 42.39M | 15.40% | 42.39M | — | 42.39M | — | PN | Cayman Islands | 2022-04-28 | ↗ |
| 10 | ICONIQ Strategic Partners III TT GP, Ltd. | 42.39M | 15.40% | 42.39M | — | 42.39M | — | CO | Cayman Islands | 2022-04-28 | ↗ |
| 11 | William J.G. Griffith | 42.39M | 15.40% | 42.39M | — | 42.39M | — | IN | Cayman Islands | 2022-04-28 | ↗ |
| 12 | (1) BlackRock, Inc. | 35.82M | 7.30% | 34.71M | — | 35.82M | — | HC | Delaware | 2023-02-03 | ↗ |
| 13 | Abigail P. Johnson | 29.96M | 6.41% | — | — | 29.96M | — | IN | Delaware | 2024-02-09 | ↗ |
| 14 | FMR LLC | 29.96M | 6.41% | 29.96M | — | 29.96M | — | HC | Delaware | 2024-02-09 | ↗ |
| 15 | LLC | 26.24M | 6.20% | — | 26.24M | — | 26.24M | CO | Delaware | 2022-02-11 | ↗ |
| 16 | Services | 26.24M | 6.20% | — | 26.24M | — | 26.24M | CO | Delaware | 2022-02-11 | ↗ |
| 17 | HMI Capital Fund GP, LLC | 23.77M | 9.70% | — | 23.77M | — | — | HC | Delaware | 2022-02-15 | ↗ |
| 18 | HMI Capital Management, L.P. | 23.77M | 9.70% | — | 23.77M | — | — | IA | Delaware | 2022-02-15 | ↗ |
| 19 | Justin C. Nyweide | 23.77M | 9.70% | — | 23.77M | — | — | IN | United States | 2022-02-15 | ↗ |
| 20 | Marco W. Hellman | 23.77M | 9.70% | — | 23.77M | — | — | IN | United States | 2022-02-15 | ↗ |
| 21 | Members GP, LLC | 23.77M | 9.70% | — | 23.77M | — | — | HC | Delaware | 2022-02-15 | ↗ |
| 22 | Radhakrishnan Raman Mahendran | 23.77M | 9.70% | — | 23.77M | — | — | IN | United States | 2022-02-15 | ↗ |
| 23 | Sean M. Barrett | 23.77M | 9.70% | — | 23.77M | — | — | IN | United States | 2022-02-15 | ↗ |
| 24 | HMI Capital Partners, L.P. | 22.46M | 9.10% | — | 22.46M | — | — | PN | Delaware | 2022-02-15 | ↗ |
| 25 | 8.6% (3) | 21.90M | 8.60% | — | — | 21.90M | — | PN | — | 2022-02-14 | ↗ |
| 26 | III-B, | 21.90M | 8.00% | 21.90M | — | 21.90M | — | PN | Cayman Islands | 2022-04-28 | ↗ |
| 27 | 8.1% (3) | 20.49M | 8.10% | — | — | 20.49M | — | PN | — | 2022-02-14 | ↗ |
| 28 | ICONIQ Strategic Partners III, L.P. | 20.49M | 7.50% | 20.49M | — | 20.49M | — | PN | Cayman Islands | 2022-04-28 | ↗ |
| 29 | 2. | 5.92M | 1.30% | 5.84M | — | 5.92M | — | HC | New York | 2022-09-09 | ↗ |
| 30 | Granite Ventures Entrepreneurs Fund II, L.P. (“GV EF II”) | 433.8K | 0.19% | 433.8K | — | 433.8K | — | PN | — | 2022-02-11 | ↗ |
| 31 | 95-1411037 | 13.00 | 13.90% | 32.23M | — | 32.23M | — | IA | Delaware | 2022-02-10 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
61
-201 vs prev Q
New positions
9
Closed positions
201
Increased
25
Reduced
18
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 | — | 972.7K +972.7K (+100.0%) | 4.62B +4.6B (+100.0%) | 0.22% +0.217 pp | 0.86% +0.855 pp | USD4.75 +0.0% | 1 qtrs NEW |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | 56.03M -29.3K (-0.1%) | 266.16M -29.9M (-10.1%) | 12.49% +0.340 pp | 0.03% -0.003 pp | USD4.53 +4.9% | 19 qtrs — |
| 3 | VANGUARD GROUP INC | 37.52M -1.8M (-4.7%) | 178.20M -29.6M (-14.2%) | 8.36% -0.165 pp | 0.00% -0.001 pp | USD10.61 -55.2% | 19 qtrs — |
| 4 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 29.18M -888.7K (-3.0%) | 138.61M -20.2M (-12.7%) | 6.50% -0.012 pp | 0.09% -0.010 pp | USD4.50 +5.6% | 5 qtrs — |
| 5 | BLACKROCK, INC. | 27.70M -891.7K (-3.1%) | 131.57M -19.4M (-12.8%) | 6.17% -0.022 pp | 0.00% 0.000 pp | USD4.88 -2.7% | 6 qtrs — |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 13.93M +2.1M (+18.0%) | 66.16M +3.9M (+6.2%) | 3.10% +0.548 pp | 0.01% +0.001 pp | USD4.76 -0.2% | 5 qtrs — |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 11.34M -2.2M (-16.2%) | 53.88M -17.6M (-24.6%) | 2.53% -0.404 pp | 0.08% -0.011 pp | USD6.39 -25.7% | 16 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 9.49M -496.1K (-5.0%) | 45.07M -7.6M (-14.5%) | 2.11% -0.049 pp | 0.00% -0.001 pp | USD9.20 -48.4% | 19 qtrs — |
| 9 | STATE STREET CORP | 9.38M -179.8K (-1.9%) | 44.56M -5.9M (-11.7%) | 2.09% +0.019 pp | 0.00% 0.000 pp | USD7.99 -40.6% | 18 qtrs — |
| 10 | INVESCO LTD. | 8.22M +1.7M (+26.8%) | 39.04M +4.8M (+14.1%) | 1.83% +0.427 pp | 0.01% +0.001 pp | USD5.11 -7.0% | 19 qtrs — |
| 11 | DIMENSIONAL FUND ADVISORS LP | 8.21M -239.1K (-2.8%) | 39.01M -5.6M (-12.6%) | 1.83% -0.001 pp | 0.01% -0.001 pp | USD6.05 -21.5% | 16 qtrs — |
| 12 | VITRUVIAN PARTNERS LLP | 6.85M +— (+0.0%) | 32.55M -3.6M (-10.0%) | 1.53% +0.042 pp | 23.39% -1.702 pp | USD28.06 -83.1% | 19 qtrs — |
| 13 | CAPITAL WORLD INVESTORS | 6.13M +6.1M (+100.0%) | 29.11M +29.1M (+100.0%) | 1.37% +1.366 pp | 0.00% +0.004 pp | USD4.75 +0.0% | 1 qtrs NEW |
| 14 | NORTH REEF CAPITAL MANAGEMENT LP | 6.00M +1.4M (+29.0%) | 28.50M +3.9M (+16.1%) | 1.34% +0.330 pp | 1.15% -0.001 pp | USD4.75 +0.0% | 10 qtrs — |
| 15 | JACOBS LEVY EQUITY MANAGEMENT, INC | 5.88M -4.7M (-44.4%) | 27.95M -27.9M (-50.0%) | 1.31% -0.981 pp | 0.11% -0.114 pp | USD5.61 -15.3% | 4 qtrs — |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.57M -4.6M (-56.6%) | 16.94M -26.4M (-60.9%) | 0.79% -0.985 pp | 0.01% -0.017 pp | USD5.79 -18.0% | 3 qtrs — |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.18M -94.3K (-2.9%) | 15.09M -2.2M (-12.6%) | 0.71% -0.001 pp | 0.00% 0.000 pp | USD10.21 -53.5% | 18 qtrs — |
| 18 | NORTHERN TRUST CORP | 3.17M -391.0K (-11.0%) | 15.04M -3.7M (-19.9%) | 0.71% -0.065 pp | 0.00% -0.001 pp | USD8.69 -45.3% | 18 qtrs — |
| 19 | MORGAN STANLEY | 2.90M -44.3K (-1.5%) | 13.77M -1.8M (-11.4%) | 0.65% +0.008 pp | 0.00% 0.000 pp | USD10.12 -53.1% | 19 qtrs — |
| 20 | GOLDMAN SACHS GROUP INC | 2.82M -1.6M (-36.4%) | 13.40M -10.0M (-42.8%) | 0.63% -0.332 pp | 0.00% -0.001 pp | USD5.85 -18.8% | 19 qtrs — |
| 21 | ARNHOLD LLC | 2.38M +— (+0.0%) | 11.30M -1.3M (-10.0%) | 0.53% +0.015 pp | 0.86% -0.194 pp | USD4.05 +17.3% | 5 qtrs — |
| 22 | NORDEA INVESTMENT MANAGEMENT AB | 2.07M -287.8K (-12.2%) | 9.90M -2.6M (-20.9%) | 0.46% -0.050 pp | 0.01% -0.003 pp | USD5.06 -6.1% | 7 qtrs — |
| 23 | BANK OF AMERICA CORP /DE/ | 1.99M -142.0K (-6.7%) | 9.44M -1.8M (-16.0%) | 0.44% -0.019 pp | 0.00% 0.000 pp | USD4.59 +3.5% | 19 qtrs — |
| 24 | ZWJ INVESTMENT COUNSEL INC | 1.80M -141.3K (-7.3%) | 8.54M -1.7M (-16.6%) | 0.40% -0.020 pp | 0.31% -0.054 pp | USD5.94 -20.0% | 16 qtrs — |
| 25 | POINT72 ASSET MANAGEMENT, L.P. | 1.68M +1.7M (+100.0%) | 7.96M +8.0M (+100.0%) | 0.37% +0.374 pp | 0.01% +0.009 pp | USD4.75 +0.0% | 1 qtrs NEW |
| 26 | JPMORGAN CHASE & CO | 1.53M +194.2K (+14.5%) | 7.27M +214.8K (+3.0%) | 0.34% +0.052 pp | 0.00% +0.000 pp | USD5.03 -5.6% | 18 qtrs — |
| 27 | CITADEL ADVISORS LLC | 1.51M +506.6K (+50.5%) | 7.17M +1.9M (+35.4%) | 0.34% +0.119 pp | 0.00% +0.000 pp | USD5.01 -5.2% | 19 qtrs — |
| 28 | SQUAREPOINT OPS LLC | 1.30M +863.1K (+198.7%) | 6.16M +3.9M (+168.7%) | 0.29% +0.195 pp | 0.01% +0.004 pp | USD4.93 -3.7% | 16 qtrs — |
| 29 | MILLENNIUM MANAGEMENT LLC | 1.26M +246.4K (+24.4%) | 5.96M +635.7K (+11.9%) | 0.28% +0.061 pp | 0.00% +0.000 pp | USD4.87 -2.5% | 19 qtrs — |
| 30 | JANE STREET GROUP, LLC | 1.12M -1.6M (-58.3%) | 5.34M -8.9M (-62.5%) | 0.25% -0.334 pp | 0.00% -0.001 pp | USD5.39 -11.9% | 19 qtrs — |
| 31 | BANK OF NEW YORK MELLON CORP | 1.10M -144.7K (-11.6%) | 5.23M -1.3M (-20.5%) | 0.25% -0.025 pp | 0.00% 0.000 pp | USD8.22 -42.2% | 19 qtrs — |
| 32 | SG AMERICAS SECURITIES, LLC | 1.10M +940.0K (+603.5%) | 5.21M +4.4M (+533.2%) | 0.24% +0.211 pp | 0.01% +0.004 pp | USD4.80 -1.0% | 17 qtrs — |
| 33 | BARCLAYS PLC | 1.10M +233.7K (+27.1%) | 5.20M +963.7K (+22.7%) | 0.24% +0.057 pp | 0.00% +0.000 pp | USD5.27 -9.9% | 16 qtrs — |
| 34 | CONGRESS ASSET MANAGEMENT CO /MA | 1.09M +30.8K (+2.9%) | 5.15M -412.2K (-7.4%) | 0.24% +0.013 pp | 0.04% -0.001 pp | USD5.23 -9.2% | 7 qtrs — |
| 35 | LAVACA CAPITAL LLC | 1.07M +— (+0.0%) | 5.06M -565.1K (-10.0%) | 0.24% +0.007 pp | 0.82% -0.152 pp | USD9.89 -52.0% | 17 qtrs — |
| 36 | PRINCIPAL FINANCIAL GROUP INC | 1.06M +342.0K (+47.6%) | 5.04M +1.2M (+32.7%) | 0.24% +0.081 pp | 0.00% +0.001 pp | USD5.18 -8.3% | 16 qtrs — |
| 37 | TWO SIGMA INVESTMENTS, LP | 1.05M +595.8K (+130.2%) | 5.00M +2.6M (+107.1%) | 0.23% +0.136 pp | 0.01% +0.004 pp | USD5.52 -13.9% | 19 qtrs — |
| 38 | OPTIMUS PRIME FUND MANAGEMENT CO., LTD. | 1.00M +255.0K (+34.2%) | 4.75M +816.4K (+20.8%) | 0.22% +0.061 pp | 0.38% +0.034 pp | USD8.10 -41.4% | 18 qtrs — |
| 39 | PERIGON WEALTH MANAGEMENT, LLC | 971.7K +334.0 (+0.0%) | 4.62M -513.3K (-10.0%) | 0.22% +0.006 pp | 0.08% -0.022 pp | USD17.11 -72.2% | 17 qtrs — |
| 40 | AMERICAN CENTURY COMPANIES INC | 943.6K -130.1K (-12.1%) | 4.48M -1.2M (-20.9%) | 0.21% -0.022 pp | 0.00% -0.001 pp | USD5.05 -5.9% | 14 qtrs — |
| 41 | NUVEEN, LLC | 930.5K -38.8K (-4.0%) | 4.42M -697.8K (-13.6%) | 0.21% -0.003 pp | 0.00% 0.000 pp | USD4.12 +15.3% | 4 qtrs — |
| 42 | TWO SIGMA ADVISERS, LP | 795.2K +705.4K (+785.5%) | 3.78M +3.3M (+696.6%) | 0.18% +0.158 pp | 0.01% +0.006 pp | USD4.87 -2.5% | 17 qtrs — |
| 43 | FIRST TRUST ADVISORS LP | 773.7K +687.4K (+796.6%) | 3.67M +3.2M (+706.6%) | 0.17% +0.154 pp | 0.00% +0.002 pp | USD4.68 +1.5% | 6 qtrs — |
| 44 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 768.8K +18.8K (+2.5%) | 3.65M -308.3K (-7.8%) | 0.17% +0.009 pp | 0.01% -0.001 pp | USD14.16 -66.5% | 19 qtrs — |
| 45 | SWISS NATIONAL BANK | 736.5K -22.6K (-3.0%) | 3.50M -509.7K (-12.7%) | 0.16% 0.000 pp | 0.00% 0.000 pp | USD7.58 -37.3% | 15 qtrs — |
| 46 | CPV PARTNERS, LLC | 716.1K +— (+0.0%) | 3.40M -379.5K (-10.0%) | 0.16% +0.004 pp | 1.46% -0.172 pp | USD11.04 -57.0% | 16 qtrs — |
| 47 | TREXQUANT INVESTMENT LP | 704.0K +704.0K (+100.0%) | 3.34M +3.3M (+100.0%) | 0.16% +0.157 pp | 0.03% +0.030 pp | USD4.75 +0.0% | 1 qtrs NEW |
| 48 | UBS ASSET MANAGEMENT AMERICAS INC | 702.4K -27.2K (-3.7%) | 3.34M -515.7K (-13.4%) | 0.16% -0.002 pp | 0.00% 0.000 pp | USD7.09 -33.0% | 19 qtrs — |
| 49 | UBS GROUP AG | 686.5K -451.0K (-39.7%) | 3.26M -2.7M (-45.7%) | 0.15% -0.094 pp | 0.00% 0.000 pp | USD4.83 -1.7% | 19 qtrs — |
| 50 | JUMP FINANCIAL, LLC | 684.0K +575.6K (+531.3%) | 3.25M +2.7M (+467.9%) | 0.15% +0.129 pp | 0.04% +0.033 pp | USD4.71 +0.8% | 13 qtrs — |
| 51 | RUSSELL INVESTMENTS GROUP, LTD. | 629.1K -1.3M (-68.1%) | 2.99M -7.4M (-71.3%) | 0.14% -0.287 pp | 0.00% -0.009 pp | USD5.69 -16.5% | 14 qtrs — |
| 52 | TD ASSET MANAGEMENT INC | 622.8K +— (+0.0%) | 2.96M -330.1K (-10.0%) | 0.14% +0.004 pp | 0.00% 0.000 pp | USD4.59 +3.5% | 5 qtrs — |
| 53 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 613.4K -1.9M (-75.2%) | 2.91M -10.1M (-77.7%) | 0.14% -0.399 pp | 0.01% -0.034 pp | USD5.47 -13.2% | 8 qtrs — |
| 54 | BRIDGEWATER ASSOCIATES, LP | 543.4K +495.3K (+1,030.2%) | 2.58M +2.3M (+916.8%) | 0.12% +0.111 pp | 0.01% +0.008 pp | USD4.80 -1.0% | 2 qtrs — |
| 55 | PRIMECAP MANAGEMENT CO/CA/ | 533.6K +230.0K (+75.8%) | 2.53M +931.6K (+58.1%) | 0.12% +0.053 pp | 0.00% +0.001 pp | USD6.10 -22.1% | 18 qtrs — |
| 56 | ALLIANCEBERNSTEIN L.P. | 524.5K +4.9K (+0.9%) | 2.49M -252.0K (-9.2%) | 0.12% +0.004 pp | 0.00% 0.000 pp | USD8.57 -44.6% | 16 qtrs — |
| 57 | WERBA RUBIN PAPIER WEALTH MANAGEMENT | 493.1K +— (+0.0%) | 2.34M -261.4K (-10.0%) | 0.11% +0.003 pp | 0.63% +0.214 pp | USD6.11 -22.3% | 13 qtrs — |
| 58 | RHUMBLINE ADVISERS | 481.8K -109.3K (-18.5%) | 2.29M -832.7K (-26.7%) | 0.11% -0.021 pp | 0.00% -0.001 pp | USD6.96 -31.8% | 15 qtrs — |
| 59 | LEGAL & GENERAL GROUP PLC | 468.7K -11.2K (-2.3%) | 2.23M -307.6K (-12.1%) | 0.10% +0.001 pp | 0.00% 0.000 pp | USD6.95 -31.7% | 19 qtrs — |
| 60 | NOVO HOLDINGS A/S | 441.6K +— (+0.0%) | 2.10M -234.0K (-10.0%) | 0.10% +0.003 pp | 0.16% +0.013 pp | USD17.17 -72.3% | 17 qtrs — |
| 61 | D. E. SHAW & CO., INC. | 441.3K +28.3K (+6.9%) | 2.10M -84.4K (-3.9%) | 0.10% +0.009 pp | 0.00% 0.000 pp | USD5.45 -12.8% | 16 qtrs — |
| 62 | PALOGIC VALUE MANAGEMENT, L.P. | 425.0K +125.0K (+41.7%) | 2.02M +434.8K (+27.4%) | 0.09% +0.030 pp | 0.84% +0.205 pp | USD4.82 -1.5% | 13 qtrs — |
| 63 | MARSHALL WACE, LLP | 408.0K -1.9M (-82.6%) | 1.94M -10.4M (-84.3%) | 0.09% -0.416 pp | 0.00% -0.011 pp | USD5.15 -7.8% | 9 qtrs — |
| 64 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 354.4K -14.1K (-3.8%) | 1.68M -262.2K (-13.5%) | 0.08% -0.001 pp | 0.00% 0.000 pp | USD7.84 -39.4% | 15 qtrs — |
| 65 | PENSERRA CAPITAL MANAGEMENT LLC | 351.8K -40.9K (-10.4%) | 1.67M -402.0K (-19.4%) | 0.08% -0.007 pp | 0.02% -0.005 pp | USD5.40 -12.0% | 8 qtrs — |
| 66 | DEUTSCHE BANK AG\ | 335.1K -138.2K (-29.2%) | 1.59M -907.1K (-36.3%) | 0.07% -0.028 pp | 0.00% 0.000 pp | USD6.46 -26.5% | 16 qtrs — |
| 67 | AMERIPRISE FINANCIAL INC | 323.5K -121.3K (-27.3%) | 1.54M -811.8K (-34.6%) | 0.07% -0.024 pp | 0.00% 0.000 pp | USD4.11 +15.6% | 5 qtrs — |
| 68 | CREATIVE PLANNING | 316.3K +82.1K (+35.0%) | 1.50M +265.7K (+21.5%) | 0.07% +0.020 pp | 0.00% +0.000 pp | USD4.30 +10.5% | 12 qtrs — |
| 69 | CERITY PARTNERS LLC | 292.6K -2.4K (-0.8%) | 1.39M -167.9K (-10.8%) | 0.07% +0.001 pp | 0.00% -0.001 pp | USD4.93 -3.7% | 6 qtrs — |
| 70 | SCHWAB CHARITABLE FUND | 264.7K +264.7K (+100.0%) | 1.26M +1.3M (+100.0%) | 0.06% +0.059 pp | 0.03% +0.028 pp | USD4.75 +0.0% | 1 qtrs NEW |
| 71 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 243.8K +139.1K (+133.0%) | 1.16M +605.5K (+109.6%) | 0.05% +0.032 pp | 0.01% +0.003 pp | USD4.47 +6.3% | 13 qtrs — |
| 72 | FMR LLC | 242.0K -316.9K (-56.7%) | 1.15M -1.8M (-61.0%) | 0.05% -0.067 pp | 0.00% 0.000 pp | USD5.45 -12.8% | 19 qtrs — |
| 73 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 229.5K -45.5K (-16.5%) | 1.09M -361.8K (-24.9%) | 0.05% -0.008 pp | 0.00% -0.001 pp | USD10.95 -56.6% | 17 qtrs — |
| 74 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 227.4K +47.9K (+26.7%) | 1.08M +132.6K (+14.0%) | 0.05% +0.012 pp | 0.00% +0.000 pp | USD4.23 +12.3% | 19 qtrs — |
| 75 | MILITIA CAPITAL PARTNERS, LP | 219.9K +999.0 (+0.5%) | 1.04M -111.3K (-9.6%) | 0.05% +0.002 pp | 0.39% -0.147 pp | USD5.28 -10.0% | 2 qtrs — |
| 76 | SUMMIT TRAIL ADVISORS, LLC | 219.9K +4.7K (+2.2%) | 1.04M -91.6K (-8.1%) | 0.05% +0.002 pp | 0.02% +0.002 pp | USD7.97 -40.4% | 17 qtrs — |
| 77 | QUBE RESEARCH & TECHNOLOGIES LTD | 207.5K -98.6K (-32.2%) | 985.7K -630.8K (-39.0%) | 0.05% -0.020 pp | 0.00% -0.001 pp | USD5.28 -10.0% | 9 qtrs — |
| 78 | SBI SECURITIES CO., LTD. | 203.7K -11.4K (-5.3%) | 967.8K -168.1K (-14.8%) | 0.05% -0.001 pp | 0.02% -0.004 pp | USD3.79 +25.3% | 5 qtrs — |
| 79 | GSA CAPITAL PARTNERS LLP | 203.3K +22.2K (+12.2%) | 966.0K +9.0K (+0.9%) | 0.05% +0.006 pp | 0.08% +0.003 pp | USD5.26 -9.7% | 11 qtrs — |
| 80 | METLIFE INVESTMENT MANAGEMENT, LLC | 197.5K -24.8K (-11.2%) | 938.2K -235.8K (-20.1%) | 0.04% -0.004 pp | 0.00% -0.001 pp | USD7.33 -35.2% | 15 qtrs — |
| 81 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 195.7K -86.6K (-30.7%) | 929.8K -560.9K (-37.6%) | 0.04% -0.018 pp | 0.00% -0.002 pp | USD5.64 -15.8% | 4 qtrs — |
| 82 | INTECH INVESTMENT MANAGEMENT LLC | 193.3K +— (+0.0%) | 918.2K -102.5K (-10.0%) | 0.04% +0.001 pp | 0.01% -0.001 pp | USD4.19 +13.4% | 6 qtrs — |
| 83 | JANUS HENDERSON GROUP PLC | 187.2K +— (+0.0%) | 888.3K -101.1K (-10.2%) | 0.04% +0.001 pp | 0.00% 0.000 pp | USD15.97 -70.3% | 19 qtrs — |
| 84 | WELLS FARGO & COMPANY/MN | 186.5K +186.5K (+100.0%) | 885.9K +885.9K (+100.0%) | 0.04% +0.042 pp | 0.00% +0.000 pp | USD4.75 +0.0% | 1 qtrs NEW |
| 85 | STRS OHIO | 170.2K +9.3K (+5.8%) | 808.5K -41.1K (-4.8%) | 0.04% +0.003 pp | 0.00% 0.000 pp | USD7.17 -33.8% | 15 qtrs — |
| 86 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 169.6K -9.1K (-5.1%) | 805.8K -138.0K (-14.6%) | 0.04% -0.001 pp | 0.00% 0.000 pp | USD5.37 -11.5% | 7 qtrs — |
| 87 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 169.5K -17.7K (-9.5%) | 805.3K -183.5K (-18.6%) | 0.04% -0.003 pp | 0.00% 0.000 pp | USD7.21 -34.1% | 18 qtrs — |
| 88 | IMC-CHICAGO, LLC | 155.8K +56.6K (+57.0%) | 740.2K +216.2K (+41.3%) | 0.03% +0.013 pp | 0.00% +0.000 pp | USD5.09 -6.7% | 7 qtrs — |
| 89 | GRAHAM CAPITAL MANAGEMENT, L.P. | 152.1K -97.6K (-39.1%) | 722.6K -595.7K (-45.2%) | 0.03% -0.020 pp | 0.02% -0.004 pp | USD4.29 +10.7% | 7 qtrs — |
| 90 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 139.9K -358.8K (-71.9%) | 664.7K -2.0M (-74.8%) | 0.03% -0.077 pp | 0.00% -0.003 pp | USD6.20 -23.4% | 15 qtrs — |
| 91 | UBER TECHNOLOGIES, INC | 135.0K +— (+0.0%) | 641.5K -71.6K (-10.0%) | 0.03% +0.001 pp | 0.02% +0.002 pp | USD5.83 -18.5% | 3 qtrs — |
| 92 | AQR CAPITAL MANAGEMENT LLC | 133.5K +42.6K (+46.9%) | 633.9K +154.3K (+32.2%) | 0.03% +0.010 pp | 0.00% +0.000 pp | USD5.25 -9.5% | 4 qtrs — |
| 93 | STATE OF WISCONSIN INVESTMENT BOARD | 133.4K +26.2K (+24.5%) | 633.6K +67.7K (+12.0%) | 0.03% +0.007 pp | 0.00% +0.000 pp | USD5.29 -10.2% | 15 qtrs — |
| 94 | CI PRIVATE WEALTH, LLC | 132.0K +6.4K (+5.1%) | 626.8K -36.1K (-5.5%) | 0.03% +0.002 pp | 0.00% 0.000 pp | USD4.15 +14.5% | 12 qtrs — |
| 95 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 129.4K -37.9K (-22.7%) | 614.8K -268.9K (-30.4%) | 0.03% -0.007 pp | 0.00% -0.001 pp | USD5.42 -12.4% | 4 qtrs — |
| 96 | ENGINEERS GATE MANAGER LP | 127.8K -240.4K (-65.3%) | 607.0K -1.3M (-68.8%) | 0.03% -0.051 pp | 0.01% -0.015 pp | USD5.28 -10.0% | 2 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 99 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco KBW NASDAQ Fintech UCITS ETF FTEK.L | 1.89% | 862.3K | 0.49% |
| 2 | Amplify Digital Payments ETF IPAY | 0.62% | 948.5K | 0.75% |
| 3 | Research Affiliates Deletions ETF NIXT | 0.40% | 139.4K | 0.09% |
| 4 | Harbor Human Capital Factor US Small Cap ETF HAPS | 0.32% | 551.1K | 0.61% |
| 5 | T. Rowe Price Innovation Leaders ETF TNXT | 0.28% | 51.5K | 0.49% |
| 6 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.21% | 59.6K | 0.60% |
| 7 | Inspire Small/Mid Cap ETF ISMD | 0.20% | 648.8K | 0.53% |
| 8 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.14% | 385.0K | 0.39% |
| 9 | Vanguard U.S. Quality Factor ETF VFQY | 0.11% | 495.1K | 0.13% |
| 10 | Avantis U.S. Small Cap Equity ETF AVSC | 0.10% | 2.99M | 0.25% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.43
Bearish
Ratio by volume
0.74
Neutral
Buys
3
Sells
7
Shares acquired
100.7K
Shares disposed
135.3K
Cash buys
—
Cash sales
4.00
Net activity
-34,620
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | Paul Elaine | Director | S-Sale | D | Class A Common Stock | 17,452 | 4.47 | 78.0K | 17,453 | D | ↗ |
| 2026-04-20 | Atkinson Najuma | Director | S-Sale | D | Class A Common Stock | 9,259 | 4.44 | 41.1K | 153,009 | D | ↗ |
| 2026-04-18 | Thomas Wendy | Director | M-Exempt | D | Restricted Stock Units | 34,905 | 0.00 | — | 69,807 | D | ↗ |
| 2026-04-18 | Paul Elaine | Director | M-Exempt | D | Restricted Stock Units | 34,905 | 0.00 | — | 69,807 | D | ↗ |
| 2026-04-17 | Atkinson Najuma | Director | M-Exempt | A | Class A Common Stock | 30,863 | 0.00 | — | 162,268 | D | ↗ |
| 2026-04-15 | Sumner Crystal | Officer | S-Sale | D | Class A Common Stock | 5,056 | 4.12 | 20.8K | 512,264 | D | ↗ |
| 2026-04-15 | Cummings Martha | Director | S-Sale | D | Class A Common Stock | 2,853 | 4.12 | 11.8K | 33,263 | D | ↗ |
| 2026-03-16 | Sumner Crystal | Officer | A-Award | A | Performance Stock Units (Rule of 40) | 297,324 | 0.00 | — | 297,324 | D | ↗ |
| 2026-03-16 | Pollak Todd | Officer | A-Award | A | Restricted Stock Units | 693,756 | 0.00 | — | 693,756 | D | ↗ |
| 2026-03-16 | Milotich Michael | Director / Officer | A-Award | A | Performance Stock Units (Rule of 40) | 616,947 | 0.00 | — | 616,947 | D | ↗ |
| 2026-03-16 | Kangwankij Patti | Officer | A-Award | A | Performance Stock Units (Rule of 40) | 631,813 | 0.00 | — | 631,813 | D | ↗ |
| 2026-03-16 | Cummings Martha | Director | S-Sale | D | Class A Common Stock | 2,853 | 3.98 | 11.4K | 36,116 | D | ↗ |
| 2026-03-16 | Barkema Sarah | Officer | A-Award | A | Restricted Stock Units | 406,589 | 0.00 | — | 406,589 | D | ↗ |
| 2026-03-09 | Sumner Crystal | Officer | F-InKind | D | Class A Common Stock | 140,095 | 4.08 | 571.6K | 522,375 | D | ↗ |
| 2026-03-09 | Pollak Todd | Officer | F-InKind | D | Class A Common Stock | 140,095 | 4.08 | 571.6K | 717,754 | D | ↗ |
| 2026-03-09 | Milotich Michael | Director / Officer | M-Exempt | D | Restricted Stock Units | 254,958 | 0.00 | — | 0 | D | ↗ |
| 2026-03-01 | Sumner Crystal | Officer | F-InKind | D | Class A Common Stock | 21,418 | 3.89 | 83.3K | 358,539 | D | ↗ |
| 2026-03-01 | Pollak Todd | Officer | M-Exempt | D | Performance Stock Units (Adjusted EBITDA) | 18,074 | 0.00 | — | 36,148 | D | ↗ |
| 2026-03-01 | Milotich Michael | Director / Officer | M-Exempt | D | Restricted Stock Units | 23,756 | 0.00 | — | 0 | D | ↗ |
| 2026-03-01 | Barkema Sarah | Officer | F-InKind | D | Class A Common Stock | 3,001 | 3.89 | 11.7K | 139,735 | D | ↗ |
| 2026-02-27 | Linville Judson C | Director | P-Purchase | A | Class A Common Stock | 25,570 | 3.93 | 100.4K | 104,220 | D | ↗ |
| 2026-02-17 | Sumner Crystal | Officer | S-Sale | D | Class A Common Stock | 5,056 | 4.00 | 20.2K | 311,948 | D | ↗ |
| 2026-02-17 | Cummings Martha | Director | S-Sale | D | Class A Common Stock | 2,853 | 4.00 | 11.4K | 38,969 | D | ↗ |
| 2026-02-09 | Kangwankij Patti | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-01-15 | Sumner Crystal | Officer | S-Sale | D | Class A Common Stock | 5,055 | 4.41 | 22.3K | 317,004 | D | ↗ |
| 2026-01-15 | Cummings Martha | Director | S-Sale | D | Class A Common Stock | 2,853 | 4.41 | 12.6K | 41,822 | D | ↗ |
| 2025-12-19 | Gardner Jason M. | Director / 10% Owner | S-Sale | D | Class A Common Stock | 62,390 | 5.00 | 312.0K | 14,225,373 | I | ↗ |
| 2025-12-18 | Gardner Jason M. | Director / 10% Owner | S-Sale | D | Class A Common Stock | 32,620 | 5.00 | 163.1K | 14,287,763 | I | ↗ |
| 2025-12-17 | Gardner Jason M. | Director / 10% Owner | S-Sale | D | Class A Common Stock | 10,927 | 5.00 | 54.7K | 303,467 | I | ↗ |
| 2025-12-15 | Sumner Crystal | Officer | S-Sale | D | Class A Common Stock | 5,056 | 4.85 | 24.5K | 322,059 | D | ↗ |
| 2025-12-12 | Gardner Jason M. | Director / 10% Owner | G-Gift | D | Class A Common Stock | 502,000 | 0.00 | — | 14,422,822 | I | ↗ |
| 2025-12-12 | Atkinson Najuma | Director | S-Sale | D | Class A Common Stock | 10,000 | 5.00 | 50.0K | 131,405 | D | ↗ |
| 2025-12-11 | Cummings Martha | Director | S-Sale | D | Class A Common Stock | 12,712 | 4.95 | 62.9K | 44,675 | D | ↗ |
| 2025-12-01 | Sumner Crystal | Officer | F-InKind | D | Class A Common Stock | 3,340 | 4.74 | 15.8K | 327,115 | D | ↗ |
| 2025-12-01 | Pollak Todd | Officer | F-InKind | D | Class A Common Stock | 27,551 | 4.74 | 130.5K | 454,445 | D | ↗ |
| 2025-12-01 | Milotich Michael | Director / Officer | M-Exempt | A | Class A Common Stock | 49,759 | 0.00 | — | 861,442 | D | ↗ |
| 2025-12-01 | Barkema Sarah | Officer | M-Exempt | D | Restricted Stock Units | 25,166 | 0.00 | — | 176,163 | D | ↗ |
| 2025-11-14 | Sumner Crystal | Officer | S-Sale | D | Class A Common Stock | 5,055 | 4.92 | 24.9K | 272,643 | D | ↗ |
| 2025-10-21 | Barkema Sarah | Officer | — | — | Class A Common Stock | 0 | 0.00 | — | 82,618 | D | ↗ |
| 2025-10-15 | Sumner Crystal | Officer | S-Sale | D | Class A Common Stock | 5,056 | 4.79 | 24.2K | 277,698 | D | ↗ |
| 2025-09-15 | Milotich Michael | Director / Officer | A-Award | A | Restricted Stock Units | 817,260 | 0.00 | — | 817,260 | D | ↗ |
| 2025-09-14 | Prasad Srikiran | Director | M-Exempt | D | Restricted Stock Units | 15,903 | 0.00 | — | 0 | D | ↗ |
| 2025-09-12 | Gardner Jason M. | Director / 10% Owner | C-Conversion | D | Class B Common Stock | 320,000 | 0.00 | — | 7,680,000 | I | ↗ |
| 2025-09-11 | Gardner Jason M. | Director / 10% Owner | G-Gift | D | Class A Common Stock | 390,000 | 0.00 | — | 14,977,373 | I | ↗ |
| 2025-09-09 | Sumner Crystal | Officer | S-Sale | D | Class A Common Stock | 45,500 | 6.00 | 272.9K | 282,754 | D | ↗ |
| 2025-09-02 | Gardner Jason M. | Director / 10% Owner | S-Sale | D | Class A Common Stock | 31,627 | 6.26 | 197.9K | 15,367,373 | I | ↗ |
| 2025-09-01 | Sumner Crystal | Officer | M-Exempt | D | Restricted Stock Units | 36,859 | 0.00 | — | 221,152 | D | ↗ |
| 2025-09-01 | Pollak Todd | Officer | M-Exempt | D | Performance Stock Units (Gross Profit) | 9,675 | 0.00 | — | 184,571 | D | ↗ |
| 2025-09-01 | Milotich Michael | Officer | F-InKind | D | Class A Common Stock | 22,881 | 6.17 | 141.2K | 766,011 | D | ↗ |
| 2025-08-15 | Pollak Todd | Officer | S-Sale | D | Class A Common Stock | 116,493 | 6.19 | 720.9K | 364,525 | D | ↗ |
| 2025-08-07 | Gardner Jason M. | Director / 10% Owner | S-Sale | D | Class A Common Stock | 2,250,000 | 6.63 | 14.93M | 15,399,000 | I | ↗ |
| 2025-07-19 | Graf R. Mark | Director | M-Exempt | D | Restricted Stock Units | 25,791 | 0.00 | — | 51,578 | D | ↗ |
| 2025-06-13 | CHOKSHI ALPESH | Director | M-Exempt | A | Class A Common Stock | 25,593 | 0.00 | — | 25,593 | D | ↗ |
| 2025-06-12 | Thomas Wendy | Director | A-Award | A | Restricted Stock Units | 36,297 | 0.00 | — | 36,297 | D | ↗ |
| 2025-06-12 | SULLIVAN GODFREY | Director | M-Exempt | D | Restricted Stock Units | 38,387 | 0.00 | — | 0 | D | ↗ |
| 2025-06-12 | Riley Helen | Director | M-Exempt | D | Restricted Stock Units | 38,387 | 0.00 | — | 0 | D | ↗ |
| 2025-06-12 | Prasad Srikiran | Director | M-Exempt | D | Restricted Stock Units | 38,387 | 0.00 | — | 0 | D | ↗ |
| 2025-06-12 | Paul Elaine | Director | A-Award | A | Restricted Stock Units | 36,297 | 0.00 | — | 36,297 | D | ↗ |
| 2025-06-12 | Linville Judson C | Director | M-Exempt | D | Restricted Stock Units | 47,984 | 0.00 | — | 0 | D | ↗ |
| 2025-06-12 | Graf R. Mark | Director | A-Award | A | Restricted Stock Units | 36,297 | 0.00 | — | 36,297 | D | ↗ |
| 2025-06-12 | Cummings Martha | Director | A-Award | A | Restricted Stock Units | 36,297 | 0.00 | — | 36,297 | D | ↗ |
| 2025-06-12 | CHOKSHI ALPESH | Director | M-Exempt | A | Restricted Stock Units | 36,297 | 0.00 | — | 36,297 | D | ↗ |
| 2025-06-12 | Atkinson Najuma | Director | A-Award | A | Restricted Stock Units | 36,297 | 0.00 | — | 36,297 | D | ↗ |
| 2025-06-01 | Sumner Crystal | Officer | M-Exempt | D | Restricted Stock Units | 39,040 | 0.00 | — | 429,447 | D | ↗ |
| 2025-06-01 | Pollak Todd | Officer | M-Exempt | D | Restricted Stock Units | 32,251 | 0.00 | — | 225,759 | D | ↗ |
| 2025-06-01 | Milotich Michael | Officer | F-InKind | D | Class A Common Stock | 13,873 | 5.24 | 72.7K | 626,437 | D | ↗ |
| 2025-05-23 | Gardner Jason M. | Director / 10% Owner | G-Gift | D | Class B Common Stock | 1,968,537 | 0.00 | — | 0 | I | ↗ |
| 2025-04-18 | Thomas Wendy | Director | A-Award | A | Restricted Stock Units | 104,712 | 0.00 | — | 104,712 | D | ↗ |
| 2025-04-18 | Paul Elaine | Director | A-Award | A | Restricted Stock Units | 104,712 | 0.00 | — | 104,712 | D | ↗ |
| 2025-04-17 | Atkinson Najuma | Director | M-Exempt | A | Class A Common Stock | 30,864 | 0.00 | — | 103,018 | D | ↗ |
| 2025-03-17 | Pollak Todd | Officer | A-Award | A | Performance Stock Units (Adjusted EBITDA) | 54,222 | 0.00 | — | 87,394 | D | ↗ |
| 2025-03-15 | Sumner Crystal | Officer | A-Award | A | Restricted Stock Units | 468,487 | 0.00 | — | 468,487 | D | ↗ |
| 2025-03-15 | Pollak Todd | Officer | A-Award | A | Performance Stock Units (Gross Profit) | 126,518 | 0.00 | — | 203,921 | D | ↗ |
| 2025-03-15 | Milotich Michael | Officer | A-Award | A | Performance Stock Units (Adjusted EBITDA) | 64,548 | 0.00 | — | 115,728 | D | ↗ |
| 2025-03-10 | Gardner Jason M. | Director / 10% Owner | G-Gift | D | Class A Common Stock | 61,000 | 0.00 | — | 17,649,000 | I | ↗ |
| 2025-03-01 | Sumner Crystal | Officer | M-Exempt | A | Class A Common Stock | 24,471 | 0.00 | — | 232,626 | D | ↗ |
| 2025-03-01 | Pollak Todd | Officer | F-InKind | D | Class A Common Stock | 11,702 | 4.13 | 48.3K | 413,817 | D | ↗ |
| 2025-03-01 | Milotich Michael | Officer | M-Exempt | D | Restricted Stock Units | 28,670 | 0.00 | — | 114,679 | D | ↗ |
| 2024-12-01 | Sumner Crystal | Officer | M-Exempt | D | Restricted Stock Units | 27,318 | 0.00 | — | 245,867 | D | ↗ |
| 2024-12-01 | Pollak Todd | Officer | F-InKind | D | Class A Common Stock | 8,588 | 3.90 | 33.5K | 327,362 | D | ↗ |
| 2024-12-01 | Milotich Michael | Officer | M-Exempt | D | Restricted Stock Units | 25,406 | 0.00 | — | 127,033 | D | ↗ |
| 2024-12-01 | Khalaf Simon | Director / Officer | M-Exempt | D | Restricted Stock Units | 96,605 | 0.00 | — | 483,023 | D | ↗ |
| 2024-09-14 | Prasad Srikiran | Director | M-Exempt | A | Class A Common Stock | 15,903 | 0.00 | — | 72,047 | — | ↗ |
| 2024-09-01 | Sumner Crystal | Officer | M-Exempt | A | Class A Common Stock | 27,319 | 0.00 | — | 125,145 | — | ↗ |
| 2024-09-01 | Pollak Todd | Officer | F-InKind | D | Class A Common Stock | 8,027 | 5.11 | 41.0K | 281,152 | — | ↗ |
| 2024-09-01 | Milotich Michael | Officer | M-Exempt | D | Restricted Stock Units | 28,670 | 0.00 | — | 172,018 | — | ↗ |
| 2024-09-01 | Khalaf Simon | Director / Officer | M-Exempt | A | Class A Common Stock | 44,390 | 0.00 | — | 568,917 | — | ↗ |
| 2024-09-01 | Kern Randall F. | Officer | M-Exempt | D | Restricted Stock Units | 38,702 | 0.00 | — | 387,015 | — | ↗ |
| 2024-07-19 | Graf R. Mark | Director | A-Award | A | Restricted Stock Units | 77,369 | 0.00 | — | 77,369 | — | ↗ |
| 2024-06-25 | Cummings Martha | Director | S-Sale | D | Class A Common Stock | 40,241 | 5.47 | 219.9K | 19,000 | — | ↗ |
| 2024-06-13 | SULLIVAN GODFREY | Director | M-Exempt | A | Class A Common Stock | 40,241 | 0.00 | — | 61,612 | — | ↗ |
| 2024-06-13 | Riley Helen | Director | A-Award | A | Restricted Stock Units | 38,387 | 0.00 | — | 38,387 | — | ↗ |
| 2024-06-13 | Prasad Srikiran | Director | M-Exempt | A | Class A Common Stock | 40,241 | 0.00 | — | 56,144 | — | ↗ |
| 2024-06-13 | Linville Judson C | Director | M-Exempt | D | Restricted Stock Units | 50,301 | 0.00 | — | 0 | — | ↗ |
| 2024-06-13 | Elliott Geraldine | Director | M-Exempt | A | Class A Common Stock | 40,241 | 0.00 | — | 61,612 | — | ↗ |
| 2024-06-13 | Dinur Arnon | Director | F-InKind | D | Class A Common Stock | 2,415 | 5.21 | 12.6K | 37,826 | — | ↗ |
| 2024-06-13 | Cummings Martha | Director | A-Award | A | Restricted Stock Units | 38,387 | 0.00 | — | 38,387 | — | ↗ |
| 2024-06-13 | CHOKSHI ALPESH | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-13 | Atkinson Najuma | Director | M-Exempt | D | Restricted Stock Units | 40,241 | 0.00 | — | 0 | — | ↗ |
| 2024-06-03 | Sumner Crystal | Officer | F-InKind | D | Class A Common Stock | 13,845 | 5.44 | 75.3K | 79,648 | — | ↗ |
| 2024-06-03 | Pollak Todd | Officer | F-InKind | D | Class A Common Stock | 11,973 | 5.44 | 65.1K | 248,502 | — | ↗ |
| 2024-06-03 | Milotich Michael | Officer | M-Exempt | D | Restricted Stock Units | 49,759 | 0.00 | — | 547,350 | — | ↗ |
| 2024-06-03 | Khalaf Simon | Director / Officer | M-Exempt | D | Restricted Stock Units | 96,604 | 0.00 | — | 676,233 | — | ↗ |
| 2024-06-03 | Kern Randall F. | Officer | F-InKind | D | Class A Common Stock | 13,809 | 5.44 | 75.1K | 87,206 | — | ↗ |
| 2024-05-06 | Gardner Jason M. | Director / Officer / 10% Owner | C-Conversion | A | Class A Common Stock | 17,710,000 | 0.00 | — | 17,710,000 | — | ↗ |
| 2024-04-30 | Atkinson Najuma | Director | M-Exempt | A | Class A Common Stock | 30,865 | 0.00 | — | 31,913 | — | ↗ |
| 2024-03-15 | Sumner Crystal | Officer | A-Award | A | Performance Stock Units (Adjusted EBITDA) | 56,868 | 0.00 | — | 56,868 | — | ↗ |
| 2024-03-15 | Pollak Todd | Officer | A-Award | A | Performance Stock Units (Adjusted EBITDA) | 49,759 | 0.00 | — | 49,759 | — | ↗ |
| 2024-03-15 | Milotich Michael | Officer | A-Award | A | Performance Stock Units (Adjusted EBITDA) | 76,771 | 0.00 | — | 76,771 | — | ↗ |
| 2024-03-15 | Khalaf Simon | Director / Officer | A-Award | A | Performance Stock Units (Adjusted EBITDA) | 156,386 | 0.00 | — | 156,386 | — | ↗ |
| 2024-03-15 | Kern Randall F. | Officer | A-Award | A | Performance Stock Units (Gross Profit) | 139,325 | 0.00 | — | 139,325 | — | ↗ |
| 2024-03-14 | Gardner Jason M. | Director / Officer / 10% Owner | G-Gift | A | Class B Common Stock | 787,193 | 0.00 | — | 1,255,730 | — | ↗ |
| 2024-03-01 | Sumner Crystal | Officer | M-Exempt | D | Restricted Stock Units | 109,274 | 0.00 | — | 327,822 | — | ↗ |
| 2024-03-01 | Pollak Todd | Officer | F-InKind | D | Class A Common Stock | 22,603 | 6.40 | 144.7K | 188,826 | — | ↗ |
| 2024-03-01 | Milotich Michael | Officer | M-Exempt | D | Restricted Stock Units | 25,407 | 0.00 | — | 203,252 | — | ↗ |
| 2024-03-01 | Khalaf Simon | Director / Officer | F-InKind | D | Class A Common Stock | 15,839 | 6.40 | 101.4K | 350,087 | — | ↗ |
| 2024-03-01 | Kern Randall F. | Officer | M-Exempt | D | Restricted Stock Units | 39,592 | 0.00 | — | 316,736 | — | ↗ |
| 2023-12-12 | Cummings Martha | Director | C-Conversion | A | Class A Common Stock | 19,000 | 0.00 | — | 19,000 | — | ↗ |
| 2023-12-04 | Kern Randall F. | Officer | M-Exempt | A | Class A Common Stock | 25,958 | 4.07 | 105.6K | 53,367 | — | ↗ |
| 2023-12-01 | Pollak Todd | Officer | M-Exempt | A | Class A Common Stock | 201,467 | 0.00 | — | 201,467 | — | ↗ |
| 2023-12-01 | Milotich Michael | Officer | M-Exempt | D | Restricted Stock Units | 23,755 | 0.00 | — | 213,797 | — | ↗ |
| 2023-12-01 | Khalaf Simon | Director / Officer | F-InKind | D | Class A Common Stock | 47,897 | 6.37 | 305.1K | 321,536 | — | ↗ |
| 2023-12-01 | Kern Randall F. | Officer | M-Exempt | D | Restricted Stock Units | 39,592 | 0.00 | — | 356,328 | — | ↗ |
| 2023-09-14 | Prasad Srikiran | Director | M-Exempt | D | Restricted Stock Units | 15,903 | 0.00 | — | 31,806 | — | ↗ |
| 2023-09-01 | Milotich Michael | Officer | F-InKind | D | Class A Common Stock | 12,597 | 6.26 | 78.9K | 208,011 | — | ↗ |
| 2023-09-01 | Khalaf Simon | Director / Officer | F-InKind | D | Class A Common Stock | 22,009 | 6.26 | 137.8K | 201,740 | — | ↗ |
| 2023-09-01 | Kern Randall F. | Officer | M-Exempt | A | Class A Common Stock | 39,592 | 0.00 | — | 106,021 | — | ↗ |
| 2023-08-15 | SULLIVAN GODFREY | Director | P-Purchase | A | Class A Common Stock | 200,000 | 5.88 | 1.18M | 200,000 | — | ↗ |
| 2023-08-15 | Linville Judson C | Director | P-Purchase | A | Class A Common Stock | 34,000 | 5.86 | 199.4K | 78,650 | — | ↗ |
| 2023-06-22 | SULLIVAN GODFREY | Director | A-Award | A | Restricted Stock Units | 40,241 | 0.00 | — | 40,241 | — | ↗ |
| 2023-06-22 | Riley Helen | Director | A-Award | A | Restricted Stock Units | 40,241 | 0.00 | — | 40,241 | — | ↗ |
| 2023-06-22 | Prasad Srikiran | Director | A-Award | A | Restricted Stock Units | 40,241 | 0.00 | — | 87,950 | — | ↗ |
| 2023-06-22 | Linville Judson C | Director | A-Award | A | Restricted Stock Units | 50,301 | 0.00 | — | 50,301 | — | ↗ |
| 2023-06-22 | Elliott Geraldine | Director | A-Award | A | Restricted Stock Units | 40,241 | 0.00 | — | 40,241 | — | ↗ |
| 2023-06-22 | Dinur Arnon | Director | A-Award | A | Restricted Stock Units | 40,241 | 0.00 | — | 40,241 | — | ↗ |
| 2023-06-22 | Cummings Martha | Director | A-Award | A | Restricted Stock Units | 40,241 | 0.00 | — | 40,241 | — | ↗ |
| 2023-06-22 | Atkinson Najuma | Director | A-Award | A | Restricted Stock Units | 40,241 | 0.00 | — | 132,833 | — | ↗ |
| 2023-06-20 | Cummings Martha | Director | S-Sale | D | Class A Common Stock | 21,371 | 5.16 | 110.3K | 0 | — | ↗ |
| 2023-06-16 | SULLIVAN GODFREY | Director | M-Exempt | D | Restricted Stock Units | 21,371 | 0.00 | — | 0 | — | ↗ |
| 2023-06-16 | Riley Helen | Director | M-Exempt | A | Class A Common Stock | 21,371 | 0.00 | — | 21,371 | — | ↗ |
| 2023-06-16 | Linville Judson C | Director | M-Exempt | D | Restricted Stock Units | 21,371 | 0.00 | — | 0 | — | ↗ |
| 2023-06-16 | Elliott Geraldine | Director | M-Exempt | D | Restricted Stock Units | 21,371 | 0.00 | — | 0 | — | ↗ |
| 2023-06-16 | Cummings Martha | Director | M-Exempt | D | Restricted Stock Units | 21,371 | 0.00 | — | 0 | — | ↗ |
| 2023-06-01 | Milotich Michael | Officer | F-InKind | D | Class A Common Stock | 14,215 | 4.78 | 67.9K | 155,960 | — | ↗ |
| 2023-06-01 | Khalaf Simon | Director / Officer | M-Exempt | A | Class A Common Stock | 177,562 | 0.00 | — | 177,562 | — | ↗ |
| 2023-06-01 | Kern Randall F. | Officer | F-InKind | D | Class A Common Stock | 3,061 | 4.78 | 14.6K | 34,738 | — | ↗ |
| 2023-05-22 | Atkinson Najuma | Director | P-Purchase | A | Class A Common Stock | 1,048 | 4.77 | 5.0K | 1,048 | — | ↗ |
| 2023-05-17 | Linville Judson C | Director | P-Purchase | A | Class A Common Stock | 44,650 | 4.46 | 199.2K | 44,650 | — | ↗ |
| 2023-04-17 | Atkinson Najuma | Director | A-Award | A | Restricted Stock Units | 92,592 | 0.00 | — | 92,592 | — | ↗ |
| 2023-03-15 | Sumner Crystal | Officer | A-Award | A | Restricted Stock Units | 437,096 | 0.00 | — | 437,096 | — | ↗ |
| 2023-03-15 | Milotich Michael | Officer | A-Award | A | Restricted Stock Units | 285,062 | 0.00 | — | 933,976 | — | ↗ |
| 2023-03-15 | Kern Randall F. | Officer | A-Award | A | Stock Option (Right to Buy) | 934,474 | 4.07 | 3.80M | 934,474 | — | ↗ |
| 2023-03-15 | Gardner Jason M. | Director / Officer / 10% Owner | G-Gift | A | Class B Common Stock | 468,537 | 0.00 | — | 468,537 | — | ↗ |
| 2023-03-01 | Milotich Michael | Officer | M-Exempt | D | Restricted Stock Units | 216,305 | 0.00 | — | 648,914 | — | ↗ |
| 2023-03-01 | Kern Randall F. | Officer | M-Exempt | A | Class A Common Stock | 8,851 | 0.00 | — | 32,010 | — | ↗ |
| 2023-02-15 | Pollak Todd | Officer | A-Award | A | Restricted Stock Units | 190,041 | 0.00 | — | 995,907 | — | ↗ |
| 2023-02-15 | Khalaf Simon | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 1,809,272 | 6.38 | 11.54M | 1,809,272 | — | ↗ |
| 2023-02-13 | Sumner Crystal | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-01-31 | Pollak Todd | Officer | — | D | Restricted Stock Units | 805,866 | 0.00 | — | 0 | — | ↗ |
| 2023-01-31 | Khalaf Simon | Director / Officer | — | D | Stock Option (Right to Buy) | 1,169,004 | 9.59 | 11.21M | 0 | — | ↗ |
| 2022-12-31 | Gardner Jason M. | Director / Officer / 10% Owner | G-Gift | A | Class B Common Stock | 1,500,000 | 0.00 | — | 1,500,000 | — | ↗ |
| 2022-12-01 | Weissman Seth R | Officer | M-Exempt | A | Class A Common Stock | 4,707 | 0.00 | — | 13,236 | — | ↗ |
| 2022-12-01 | Kern Randall F. | Officer | M-Exempt | D | Restricted Stock Units | 8,851 | 0.00 | — | 106,210 | — | ↗ |
| 2022-11-30 | Gardner Jason M. | Director / Officer / 10% Owner | G-Gift | D | Class B Common Stock | 3,000,000 | 0.00 | — | 37,135,479 | — | ↗ |
| 2022-09-14 | Prasad Srikiran | Director | A-Award | A | Restricted Stock Units | 47,709 | 0.00 | — | 47,709 | — | ↗ |
| 2022-09-01 | Weissman Seth R | Officer | F-InKind | D | Class A Common Stock | 2,334 | 7.34 | 17.1K | 8,529 | — | ↗ |
| 2022-09-01 | Peters Vidya | Officer | F-InKind | D | Class A Common Stock | 4,627 | 7.34 | 34.0K | 14,158 | — | ↗ |
| 2022-09-01 | Kern Randall F. | Officer | F-InKind | D | Class A Common Stock | 3,061 | 7.34 | 22.5K | 17,369 | — | ↗ |
| 2022-08-19 | Gardner Jason M. | Officer | C-Conversion | D | Class B Common Stock | 100,000 | 0.00 | — | 40,135,479 | — | ↗ |
| 2022-06-16 | SULLIVAN GODFREY | Director | A-Award | A | Restricted Stock Units | 21,371 | 0.00 | — | 21,371 | — | ↗ |
| 2022-06-16 | Riley Helen | Director | A-Award | A | Restricted Stock Units | 21,371 | 0.00 | — | 21,371 | — | ↗ |
| 2022-06-16 | Linville Judson C | Director | A-Award | A | Restricted Stock Units | 21,371 | 0.00 | — | 21,371 | — | ↗ |
| 2022-06-16 | Elliott Geraldine | Director | A-Award | A | Restricted Stock Units | 21,371 | 0.00 | — | 21,371 | — | ↗ |
| 2022-06-16 | Cummings Martha | Director | A-Award | A | Restricted Stock Units | 21,371 | 0.00 | — | 21,371 | — | ↗ |
| 2022-06-16 | Chang Amy | Director | A-Award | A | Restricted Stock Units | 21,371 | 0.00 | — | 21,371 | — | ↗ |
| 2022-06-15 | Weissman Seth R | Officer | C-Conversion | D | Class B Common Stock | 100,000 | 0.00 | — | 68,493 | — | ↗ |
| 2022-06-01 | Weissman Seth R | Officer | F-InKind | D | Class A Common Stock | 1,628 | 10.43 | 17.0K | 6,157 | — | ↗ |
| 2022-06-01 | Peters Vidya | Officer | M-Exempt | D | Restricted Stock Units | 9,346 | 0.00 | — | 130,850 | — | ↗ |
| 2022-06-01 | Kern Randall F. | Officer | F-InKind | D | Class A Common Stock | 3,061 | 10.43 | 31.9K | 11,579 | — | ↗ |
| 2022-05-26 | McKay Christopher | Director | J-Other | A | Class A Common Stock | 21,035 | 0.00 | — | 21,035 | — | ↗ |
| 2022-05-26 | Berterretche Jacqueline | Director | C-Conversion | D | Class B Common | 433,818 | 0.00 | — | 0 | — | ↗ |
| 2022-05-21 | Milotich Michael | Officer | A-Award | A | Restricted Stock Units | 406,504 | 0.00 | — | 406,504 | — | ↗ |
| 2022-03-21 | Weissman Seth R | Officer | M-Exempt | D | Restricted Stock Units | 4,706 | 0.00 | — | 70,600 | — | ↗ |
| 2022-03-21 | Peters Vidya | Officer | F-InKind | D | Class A Common Stock | 4,627 | 11.03 | 51.0K | 4,719 | — | ↗ |
| 2022-03-21 | Kern Randall F. | Officer | M-Exempt | A | Class A Common Stock | 8,850 | 0.00 | — | 8,850 | — | ↗ |
| 2022-03-15 | Weissman Seth R | Officer | A-Award | A | Stock Option (Right to Buy) | 207,968 | 0.00 | — | 207,968 | — | ↗ |
| 2022-03-15 | Peters Vidya | Officer | A-Award | A | Stock Option (Right to Buy) | 412,983 | 0.00 | — | 412,983 | — | ↗ |
| 2022-03-15 | Milotich Michael | Officer | A-Award | A | Restricted Stock Units | 458,715 | 0.00 | — | 458,715 | — | ↗ |
| 2022-03-15 | Kern Randall F. | Officer | A-Award | A | Stock Option (Right to Buy) | 391,086 | 0.00 | — | 391,086 | — | ↗ |
| 2022-02-22 | Milotich Michael | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-01-03 | Caine Renata | Officer | M-Exempt | A | Class B Common Stock | 3,125 | 0.00 | — | 491,430 | — | ↗ |
| 2021-12-31 | Kieley Brian | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 12,917 | — | ↗ |
| 2021-12-29 | Faix Philip | Officer | M-Exempt | D | Stock Option (Right to Buy) | 8,000 | 0.40 | 3.2K | 2,591,190 | — | ↗ |
| 2021-12-06 | Gardner Jason M. | Director / Officer / 10% Owner | G-Gift | D | Class B Common Stock | 156,463 | 0.00 | — | 468,537 | — | ↗ |
| 2021-11-29 | Weissman Seth R | Officer | C-Conversion | D | Class B Common Stock | 70,000 | 0.00 | — | 68,493 | — | ↗ |
| 2021-11-18 | Caine Renata | Officer | C-Conversion | D | Class B Common Stock | 2,044 | 0.00 | — | 488,305 | — | ↗ |
| 2021-11-12 | 83North II Limited Partnership | 10% Owner | C-Conversion | A | Class A Common Stock | 13,572,401 | 0.00 | — | 13,572,401 | — | ↗ |
| 2021-10-19 | McKay Christopher | Director / 10% Owner | C-Conversion | A | Class A Common Stock | 120,538 | 0.00 | — | 120,538 | — | ↗ |
| 2021-10-01 | Caine Renata | Officer | F-InKind | D | Class B Common Stock | 1,081 | 0.00 | — | 490,349 | — | ↗ |
| 2021-07-01 | Caine Renata | Officer | M-Exempt | A | Class B Common Stock | 3,125 | 0.00 | — | 488,228 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-14.2K
Shares Outstanding
424.88M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Simon Khalaf Former Chief Executive Officer | 595.8K | — | 10.32M | — | 504.6K | 23.9K | 11.45M | 90.18% | ↗ |
| 2 | 2024 | Mike Milotich Chief Financial Officer | 487.5K | — | 5.07M | — | 309.1K | 18.0K | 5.88M | 86.15% | ↗ |
| 3 | 2024 | Crystal Sumner Chief Administrative Officer and Secretary | 456.7K | — | 3.75M | — | 359.1K | 17.8K | 4.59M | 81.83% | ↗ |
| 4 | 2024 | Randy Kern Former Chief Product and Technology Officer | 472.5K | — | 3.94M | — | — | 16.5K | 4.43M | 88.96% | ↗ |
| 5 | 2024 | Todd Pollak Chief Revenue Officer | 433.3K | — | 3.28M | — | 425.0K | 17.6K | 4.16M | 78.94% | ↗ |
| 6 | 2023 | Simon Khalaf Chief Executive Officer | 571.5K | — | 7.40M | 7.62M | 690.0K | 16.7K | 16.29M | 92.16% | ↗ |
| 7 | 2023 | Simon Khalaf Former Chief Executive Officer | 571.5K | — | 7.40M | 7.62M | 690.0K | 16.7K | 16.29M | 92.16% | ↗ |
| 8 | 2023 | Todd Pollak Chief Revenue Officer | 400.0K | — | 6.52M | 6.25M | 400.0K | 13.6K | 13.58M | 94.01% | ↗ |
| 9 | 2023 | Randy Kern Former Chief Product and Technology Officer | 460.0K | — | 1.93M | 2.50M | 414.0K | 12.9K | 5.32M | 83.33% | ↗ |
| 10 | 2023 | Randy Kern Chief Product and Technology Officer | 460.0K | — | 1.93M | 2.50M | 414.0K | 12.9K | 5.32M | 83.33% | ↗ |
| 11 | 2023 | Mike Milotich Chief Executive Officer Chief Executive Officer | 390.1K | 85.0K | 1.78M | 2.30M | 476.0K | 14.2K | 5.04M | 80.86% | ↗ |
| 12 | 2023 | Crystal Sumner Chief Administrative Officer and Secretary | 390.1K | 85.0K | 1.78M | 2.30M | 476.0K | 14.2K | 5.04M | 80.86% | ↗ |
| 13 | 2023 | Mike Milotich Chief Financial Officer | 475.0K | — | 1.16M | 1.50M | 428.0K | 14.3K | 3.58M | 74.35% | ↗ |
| 14 | 2023 | Jason Gardner Executive Chairman | 349.9K | — | — | — | 247.5K | 3.4K | 600.8K | 0.00% | ↗ |
| 15 | 2022 | Mike Milotich Chief Financial Officer | 292.2K | 100.0K | 8.00M | 8.00M | 413.0K | 17.0K | 16.82M | 95.11% | ↗ |
| 16 | 2022 | Randy Kern Former Chief Product and Technology Officer | 430.0K | — | 1.23M | 1.91M | 355.0K | 14.1K | 3.95M | 79.75% | ↗ |
| 17 | 2022 | Randy Kern Chief Product and Technology Officer | 430.0K | — | 1.23M | 1.91M | 355.0K | 14.1K | 3.95M | 79.75% | ↗ |
| 18 | 2022 | Jason Gardner Executive Chairman | 580.0K | — | — | — | 592.0K | 8.6K | 1.18M | 0.00% | ↗ |
| 19 | 2021 | Jason Gardner Executive Chairman | 350.0K | — | — | 223.77M | 258.1K | 4.8K | 224.39M | 99.73% | ↗ |
| 20 | 2021 | Randy Kern Chief Product and Technology Officer | 204.2K | — | — | 23.02M | 120.3K | 8.1K | 23.35M | 98.58% | ↗ |
| 21 | 2021 | Former Chief Operating Officer | — | — | — | — | — | — | — | — | ↗ |
| 22 | 2020 | Former Chief Operating Officer | — | — | — | — | — | — | — | — | ↗ |
| 23 | 2020 | Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Michael Milotich | Chief Executive Officer & Director | 2M | male |
| Todd Pollak | Chief Revenue Officer | 2M | male |
| Crystal Sumner | Chief Administrative Officer & Corporate Secretary | 2M | female |
| Jason Gardner | Founder & Non Executive Director | 300.0K | male |
| Patti Kangwankij | Chief Financial Officer | — | female |
| Sarah Barkema | Principal Accounting Officer | — | female |
| Stacey Finerman | Vice President of Investor Relations | — | female |
| Heather Gantt-Evans | Chief Information Security Officer | — | female |
| Alan Richard Carlisle | Chief Compliance Officer | — | male |
| Karna Crawford | Chief Marketing Officer | — | female |
ESG Rating
ESG Score History SOFTWARE - INFRASTRUCTURE
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
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for MQ
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.
