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FiscalNote Holdings, Inc. (NOTE)
USD0.10
+0.00 (+2.77%)
US OTC Technology Information Technology Services
Address
1201 Pennsylvania Avenue, N.W. 20004
Washington, DC, US
Washington, DC, US
CEO
Joshua W. Resnik
Website
fiscalnote.com
IPO
2020-12-07
CIK 1823466 ISIN US3376553026
Also trades on
New York Stock Exchange · NOTE-WT (USD)
Other OTC · NOTE (USD)
Description
FiscalNote Holdings Inc. operates as a premier technology and data firm, specializing in the global provision of vital legal data and actionable insights. They achieve this by integrating advanced artificial intelligence, machine learning, and other proprietary technologies with robust analytics, practical workflow tools, and specialized expert research. This comprehensive intelligence is then delivered via their suite of public policy and issues management solutions, along with powerful platforms for optimizing workflows, orchestrating advocacy campaigns, and nurturing constituent relationships. FiscalNote caters to a diverse clientele, including Fortune 100 corporations, governmental agencies, law firms, professional service providers, industry trade groups, and non-profit organizations. The company's operations are headquartered in Washington, D.C.
Market Cap & Enterprise Value
Merger & Acquisition History
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| Duddell Street Acquisition Corp. | DSACU | 2021-12-03 | View |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD0.10
+0.00 (+2.77%)
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Volume Profile
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Liquidity & share structure
Average Volume
283.8K
Beta
0.81
Float Shares
10.65M
Free Float %
75.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.00% | +1.01% | -22.78% | -82.76% | -93.46% | -86.39% | -97.36% | -99.00% | -99.83% | -99.83% | -99.83% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (8 ratings, all time)
Buy
Price Targets & DCF
Current price
0.10
Low
3.50
+3,400.0%
Consensus
7.25
+7,150.0%
Median
7.25
+7,150.0%
High
11.00
+10,900.0%
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 3 | -1 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 3 |
6.50
+6,400.0%
|
Quality scores
Altman Z-Score
-7.46
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Information Technology Services: +10.1%-20.7% Q1'26: -27.2% (vs Q1'25)
-
EPS growth Information Technology Services: +16.7%-660.2% Q1'26: -602.9% (vs Q1'25)
-
FCF margin FCF growth · Information Technology Services: +32.8%-59.7% Q1'26: +6.8% (vs Q1'25)
-
EBIT margin Information Technology Services: +9.0%-38.9% Q1'26: +0.0% (vs Q1'25)
-
ROIC Information Technology Services: +9.5%-0.1% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Information Technology Services: +0.0%+22.6% Q1'26: +44.7% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Information Technology Services: -0.83×-1,641.87× Q1'26: -0.78× (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 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 2 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
Dec 2028 1 Rev. Ana. |
|---|---|---|---|---|---|---|---|
| Revenue |
113.77M
est: 113.80M (0.0%)
|
132.65M
est: 129.63M (+2.3%)
|
120.27M
est: 119.80M (+0.4%)
|
95.41M
est: 95.62M (-0.2%)
|
86.19M
85.04M – 87.34M
-9.9% YoY
|
89.99M
89.17M – 90.71M
+4.4% YoY
|
112.29M
111.27M – 113.18M
+24.8% YoY
|
| EBITDA |
-104.99M
est: -33.75M (-211.1%)
|
-56.58M
est: -39.95M (-41.6%)
|
53.51M
est: -36.92M (+244.9%)
|
-19.15M
est: -29.47M (+35.0%)
|
-26.56M
-26.92M – -26.21M
+9.9% YoY
|
-27.73M
-27.96M – -27.48M
-4.4% YoY
|
-34.61M
-34.88M – -34.29M
-24.8% YoY
|
| EBIT |
-125.77M
est: -52.71M (-138.6%)
|
-85.30M
est: -61.85M (-37.9%)
|
33.64M
est: -57.16M (+158.9%)
|
-37.13M
est: -45.62M (+18.6%)
|
-41.13M
-41.67M – -40.58M
+9.9% YoY
|
-42.94M
-43.28M – -42.55M
-4.4% YoY
|
-53.58M
-54.01M – -53.09M
-24.8% YoY
|
| Net Income |
-218.26M
est: -355.84M (+38.7%)
|
-115.46M
est: -2.93M (-3,841.0%)
|
9.52M
est: 11.00M (-13.5%)
|
-65.25M
est: -51.23M (-27.4%)
|
-27.83M
-28.34M – -22.62M
+45.7% YoY
|
-14.16M
-14.31M – -14.00M
+49.1% YoY
|
—
— – —
+100.0% YoY
|
| SGA |
120.48M
est: 91.68M (+31.4%)
|
111.27M
est: 109.00M (+2.1%)
|
85.29M
est: 100.74M (-15.3%)
|
78.76M
est: 80.40M (-2.0%)
|
72.47M
71.51M – 73.44M
-9.9% YoY
|
75.67M
74.98M – 76.27M
+4.4% YoY
|
94.42M
93.56M – 95.17M
+24.8% YoY
|
| EPS |
-44.17
est: -31.23 (-41.4%)
|
-10.54
est: -0.21 (-4,942.1%)
|
0.83
est: 0.84 (-1.2%)
|
-4.65
est: -3.62 (-28.3%)
|
-1.82
-2.02 – -1.61
+49.9% YoY
|
-1.01
-1.02 – -1.00
+44.4% YoY
|
—
— – —
+100.0% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-06 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-05 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-04 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-27 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-24 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-23 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-22 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-21 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-20 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-17 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-16 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-754.16M
OE per share TTM
-49.27
Owner's Yield
-20,667.19%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
2,651.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
1
Total invested
73.00
Insider transactions (90d)
3
Beneficial owners (>5%)
20
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Manoj Jain | 43.11M | 30.00% | — | 43.11M | — | 43.11M | IN | United Kingdom | 2022-08-08 | ↗ |
| 2 | Sohit Khurana | 43.11M | 30.00% | — | 43.11M | — | 43.11M | IN | United Kingdom | 2022-08-08 | ↗ |
| 3 | Maso Capital Partners Limited | 38.73M | 31.90% | 38.73M | — | 38.73M | — | OO | Hong Kong | 2022-08-08 | ↗ |
| 4 | Blackwell Partners LLC – Series A | 23.88M | 19.70% | 23.88M | — | 23.88M | — | OO | Delaware | 2022-08-08 | ↗ |
| 5 | Star V Partners LLC | 9.47M | 7.80% | 9.47M | — | 9.47M | — | OO | Tennessee | 2022-08-08 | ↗ |
| 6 | Hwang | 9.23M | 7.50% | 179.83M | — | 9.23M | — | IN | — | 2022-08-08 | ↗ |
| 7 | Revocable Trust, originally dated January 10, 2019 | 9.23M | 7.50% | 179.83M | — | 9.23M | — | OO | — | 2022-08-08 | ↗ |
| 8 | 2 | 7.78M | 6.40% | — | 7.78M | — | 7.78M | IA | Delaware, USA | 2022-08-12 | ↗ |
| 9 | Maso Capital Investments Limited | 5.38M | 4.40% | 5.38M | — | 5.38M | — | OO | Cayman Islands | 2022-08-08 | ↗ |
| 10 | Duddell Street Holdings Limited | 4.33M | 3.60% | 4.33M | — | 4.33M | — | OO | Cayman Islands | 2022-08-08 | ↗ |
| 11 | Israel A. Englander | 1.53M | 8.70% | — | 1.53M | — | 1.53M | IN | — | 2020-11-05 | ↗ |
| 12 | Millennium Group Management LLC | 1.53M | 8.70% | — | 1.53M | — | 1.53M | OO | — | 2020-11-05 | ↗ |
| 13 | Millennium Management LLC | 1.53M | 8.70% | — | 1.53M | — | 1.53M | OO | — | 2020-11-05 | ↗ |
| 14 | Integrated Core Strategies (US) LLC | 1.00M | 5.70% | — | 1.00M | — | 1.00M | OO | — | 2020-11-05 | ↗ |
| 15 | Nine Masts Capital Limited | 1.00M | 5.70% | 1.00M | — | 1.00M | — | OO | Hong Kong | 2020-12-02 | ↗ |
| 16 | Boaz R. Weinstein | 949.6K | 5.40% | — | 949.6K | — | 949.6K | IN | Delaware | 2021-09-03 | ↗ |
| 17 | Saba Capital Management GP, LLC | 949.6K | 5.40% | — | 949.6K | — | 949.6K | OO | Delaware | 2021-09-03 | ↗ |
| 18 | Saba Capital Management, L.P. | 949.6K | 5.40% | — | 949.6K | — | 949.6K | IA, PN | Delaware | 2021-09-03 | ↗ |
| 19 | ICS Opportunities, Ltd. | 525.0K | 3.00% | — | 525.0K | — | 525.0K | CO | — | 2020-11-05 | ↗ |
| 20 | Millennium International Management LP | 525.0K | 3.00% | — | 525.0K | — | 525.0K | PN | — | 2020-11-05 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
1
-53 vs prev Q
New positions
0
Closed positions
49
Increased
0
Reduced
0
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 | — | 49.6K +49.6K (+100.0%) | 72.89M +72.9M (+100.0%) | 0.37% +0.374 pp | 0.07% +0.071 pp | USD1.47 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 412.9K +61.6K (+17.5%) | 606.9K -1.0M (-62.7%) | 3.11% +0.465 pp | 0.00% +0.000 pp | USD4.16 -64.7% | 2 qtrs — |
| 3 | STONEHILL CAPITAL MANAGEMENT LLC | 221.1K +79.3K (+55.9%) | 325.0K -331.0K (-50.5%) | 1.67% +0.598 pp | 0.10% -0.137 pp | USD3.50 -58.0% | 2 qtrs — |
| 4 | COLONY GROUP, LLC | 67.0K +323.0 (+0.5%) | 309.1K +475.0 (+0.2%) | 0.51% +0.002 pp | 0.00% 0.000 pp | USD4.61 -68.1% | 2 qtrs — |
| 5 | MORGAN STANLEY | 187.9K -2.9K (-1.5%) | 276.3K -607.3K (-68.7%) | 1.42% -0.022 pp | 0.00% +0.000 pp | USD4.63 -68.3% | 2 qtrs — |
| 6 | TWO SIGMA INVESTMENTS, LP | 118.8K +104.9K (+755.4%) | 174.6K +110.3K (+171.6%) | 0.90% +0.791 pp | 0.00% +0.000 pp | USD1.84 -20.1% | 2 qtrs — |
| 7 | JANE STREET GROUP, LLC | 99.1K +51.1K (+106.6%) | 145.7K -76.4K (-34.4%) | 0.75% +0.386 pp | 0.00% +0.000 pp | USD3.00 -51.0% | 2 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 94.3K +4.0K (+4.4%) | 138.7K -279.5K (-66.8%) | 0.71% +0.030 pp | 0.00% +0.000 pp | USD4.50 -67.3% | 2 qtrs — |
| 9 | NEWEDGE ADVISORS, LLC | 84.3K +41.1K (+95.2%) | 123.9K -76.0K (-38.0%) | 0.64% +0.310 pp | 0.00% -0.001 pp | USD3.09 -52.4% | 2 qtrs — |
| 10 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | 84.2K +— (+0.0%) | 123.8K -266.2K (-68.3%) | 0.64% +0.000 pp | 0.00% -0.007 pp | USD4.63 -68.3% | 2 qtrs — |
| 11 | BLACKROCK, INC. | 81.2K -642.0 (-0.8%) | 119.3K -259.5K (-68.5%) | 0.61% -0.005 pp | 0.00% +0.000 pp | USD4.63 -68.3% | 2 qtrs — |
| 12 | TWO SIGMA ADVISERS, LP | 77.4K +77.4K (+100.0%) | 113.8K +113.8K (+100.0%) | 0.58% +0.584 pp | 0.00% +0.000 pp | USD1.47 +0.0% | 1 qtrs NEW |
| 13 | BROWN ADVISORY INC | 65.3K +— (+0.0%) | 96.0K -206.3K (-68.3%) | 0.49% +0.000 pp | 0.00% 0.000 pp | USD4.63 -68.3% | 2 qtrs — |
| 14 | RAYMOND JAMES FINANCIAL INC | 53.8K +38.8K (+258.3%) | 79.0K +9.6K (+13.8%) | 0.41% +0.292 pp | 0.00% +0.000 pp | USD2.35 -37.4% | 2 qtrs — |
| 15 | MAREX GROUP PLC | 48.1K +10.0K (+26.2%) | 70.8K -105.8K (-59.9%) | 0.36% +0.075 pp | 0.00% -0.001 pp | USD3.97 -63.0% | 2 qtrs — |
| 16 | MILLENNIUM MANAGEMENT LLC | 47.7K -22.0K (-31.6%) | 70.2K -252.8K (-78.3%) | 0.36% -0.166 pp | 0.00% 0.000 pp | USD4.63 -68.3% | 2 qtrs — |
| 17 | TWO SIGMA SECURITIES, LLC | 41.2K +41.2K (+100.0%) | 60.6K +60.6K (+100.0%) | 0.31% +0.311 pp | 0.01% +0.008 pp | USD1.47 +0.0% | 1 qtrs NEW |
| 18 | GOLDMAN SACHS GROUP INC | 40.4K -26.9K (-40.0%) | 59.3K -251.9K (-80.9%) | 0.30% -0.203 pp | 0.00% +0.000 pp | USD4.63 -68.3% | 2 qtrs — |
| 19 | XTX TOPCO LTD | 35.5K +20.2K (+131.4%) | 52.2K -18.9K (-26.5%) | 0.27% +0.152 pp | 0.00% -0.002 pp | USD2.84 -48.2% | 2 qtrs — |
| 20 | GSA CAPITAL PARTNERS LLP | 33.5K +33.5K (+100.0%) | 49.0K +49.0K (+100.0%) | 0.25% +0.253 pp | 0.00% +0.004 pp | USD1.47 +0.0% | 1 qtrs NEW |
| 21 | CITADEL ADVISORS LLC | 33.0K +19.7K (+148.2%) | 48.5K -13.0K (-21.2%) | 0.25% +0.149 pp | 0.00% +0.000 pp | USD2.74 -46.4% | 2 qtrs — |
| 22 | STATE STREET CORP | 32.9K +— (+0.0%) | 48.4K -104.0K (-68.3%) | 0.25% +0.000 pp | 0.00% +0.000 pp | USD4.63 -68.3% | 2 qtrs — |
| 23 | PRICE T ROWE ASSOCIATES INC /MD/ | 24.3K +24.3K (+100.0%) | 36.0K +36.0K (+100.0%) | 0.18% +0.183 pp | 0.00% +0.000 pp | USD1.47 +0.0% | 1 qtrs NEW |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20.0K -90.5K (-81.9%) | 29.4K -482.2K (-94.3%) | 0.15% -0.683 pp | 0.00% 0.000 pp | USD4.63 -68.3% | 2 qtrs — |
| 25 | R SQUARED LTD | 15.7K +15.7K (+100.0%) | 23.1K +23.1K (+100.0%) | 0.12% +0.118 pp | 0.01% +0.011 pp | USD1.47 +0.0% | 1 qtrs NEW |
| 26 | NORTHERN TRUST CORP | 14.9K +— (+0.0%) | 21.9K -47.1K (-68.3%) | 0.11% +0.000 pp | 0.00% +0.000 pp | USD4.63 -68.3% | 2 qtrs — |
| 27 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 13.0K -1.9K (-12.8%) | 19.1K -49.9K (-72.3%) | 0.10% -0.014 pp | 0.00% -0.001 pp | USD4.63 -68.3% | 2 qtrs — |
| 28 | UBS GROUP AG | 12.5K -81.0K (-86.6%) | 18.4K -414.4K (-95.8%) | 0.09% -0.611 pp | 0.00% 0.000 pp | USD4.63 -68.3% | 2 qtrs — |
| 29 | HRT FINANCIAL LP | 10.2K +10.2K (+100.0%) | 14.0K +14.0K (+100.0%) | 0.08% +0.077 pp | 0.00% +0.000 pp | USD1.47 +0.0% | 1 qtrs NEW |
| 30 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4.8K +4.8K (+100.0%) | 7.0K +7.0K (+100.0%) | 0.04% +0.036 pp | 0.00% +0.001 pp | USD1.47 +0.0% | 1 qtrs NEW |
| 31 | SIMPLEX TRADING, LLC | 2.8K -8.4K (-74.7%) | 4.2K -47.8K (-92.0%) | 0.02% -0.064 pp | 0.00% +0.000 pp | USD4.63 -68.3% | 2 qtrs — |
| 32 | WELLS FARGO & COMPANY/MN | 2.0K +— (+0.0%) | 2.9K -6.3K (-68.3%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD4.63 -68.3% | 2 qtrs — |
| 33 | TIDEMARK, LLC | 654.00 +— (+0.0%) | 962.00 -2.1K (-68.2%) | 0.00% +0.000 pp | 0.00% -0.001 pp | USD4.63 -68.3% | 2 qtrs — |
| 34 | GROUP ONE TRADING, L.P. | 514.00 +514.0 (+100.0%) | 756.00 +756.0 (+100.0%) | 0.00% +0.004 pp | 0.00% +0.000 pp | USD1.47 +0.0% | 1 qtrs NEW |
| 35 | ATLANTIC UNION BANKSHARES CORP | 462.00 +— (+0.0%) | 679.00 -1.5K (-68.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.63 -68.3% | 2 qtrs — |
| 36 | LIMESTONE INVESTMENT ADVISORS LP | 19.7K +— (+0.0%) | 601.00 -699.0 (-53.8%) | 0.15% +0.000 pp | 0.00% +0.000 pp | USD4.63 -68.3% | 2 qtrs — |
| 37 | TOWER RESEARCH CAPITAL LLC (TRC) | 355.00 -7.2K (-95.3%) | 522.00 -34.3K (-98.5%) | 0.00% -0.054 pp | 0.00% -0.001 pp | USD4.63 -68.3% | 2 qtrs — |
| 38 | CORECAP ADVISORS, LLC | 285.00 +— (+0.0%) | 419.00 -901.0 (-68.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.63 -68.3% | 2 qtrs — |
| 39 | SBI SECURITIES CO., LTD. | 142.00 +142.0 (+100.0%) | 209.00 +209.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD1.46 +0.7% | 1 qtrs NEW |
| 40 | BANK OF AMERICA CORP /DE/ | 106.00 +11.0 (+11.6%) | 156.00 -283.0 (-64.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.29 -65.7% | 2 qtrs — |
| 41 | MAI CAPITAL MANAGEMENT | 98.00 +— (+0.0%) | 145.00 -309.0 (-68.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.62 -68.2% | 2 qtrs — |
| 42 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 83.00 -616.0 (-88.1%) | 122.00 -3.1K (-96.2%) | 0.00% -0.005 pp | 0.00% +0.000 pp | USD4.63 -68.3% | 2 qtrs — |
| 43 | BNP PARIBAS ARBITRAGE, SNC | 36.00 +3.0 (+9.1%) | 53.00 -100.0 (-65.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.33 -66.1% | 2 qtrs — |
| 44 | NATIONAL BANK OF CANADA /FI/ | 33.00 +33.0 (+100.0%) | 48.00 +48.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD1.45 +1.4% | 1 qtrs NEW |
| 45 | LRI INVESTMENTS, LLC | 25.00 +— (+0.0%) | 37.00 -79.0 (-68.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.60 -68.0% | 2 qtrs — |
| 46 | FRONT ROW ADVISORS LLC | 12.00 +9.0 (+300.0%) | 18.00 +4.0 (+28.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.17 -32.3% | 2 qtrs — |
| 47 | OPTIVER HOLDING B.V. | 1.00 +— (+0.0%) | 1.00 -4.0 (-80.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.00 -63.3% | 2 qtrs — |
| 48 | DANSKE BANK A/S | 1.00 +— (+0.0%) | 1.00 -4.0 (-80.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.00 -63.3% | 2 qtrs — |
| 49 | ROYAL BANK OF CANADA | — -20.5K (-100.0%) | — -95.0K (-100.0%) | 0.00% -0.154 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 50 | MARSHALL WACE, LLP | — -41.9K (-100.0%) | — -193.9K (-100.0%) | 0.00% -0.316 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 51 | IFP ADVISORS, INC | — -21.0 (-100.0%) | — -9.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 5 qtrs SOLD |
| 52 | JUMP FINANCIAL, LLC | — -27.0K (-100.0%) | — -125.0K (-100.0%) | 0.00% -0.204 pp | 0.00% -0.002 pp | USD— | 2 qtrs SOLD |
| 53 | TRADEWINDS CAPITAL MANAGEMENT, LLC | — -258.0 (-100.0%) | — -1.2K (-100.0%) | 0.00% -0.002 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 54 | FEDERATED HERMES, INC. | — -174.0 (-100.0%) | — -806.0 (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 55 | CITIGROUP INC | — -5.0 (-100.0%) | — -23.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 56 | BARCLAYS PLC | — -86.3K (-100.0%) | — -110.4K (-100.0%) | 0.00% -0.651 pp | 0.00% +0.000 pp | USD— | 12 qtrs SOLD |
| 57 | YORKVILLE ADVISORS GLOBAL, LP | — -95.0K (-100.0%) | — -439.9K (-100.0%) | 0.00% -0.717 pp | 0.00% -0.170 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
This company is not held by any ETF in our universe.
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.33
Bearish
Ratio by volume
3.00
Bullish
Buys
1
Sells
3
Shares acquired
431.4K
Shares disposed
3.6K
Cash buys
—
Cash sales
—
Net activity
+427,782
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | Compton Key | Director | J-Other | A | Class A Common Stock | 431,394 | 0.00 | — | 446,729 | I | ↗ |
| 2026-04-17 | Resnik Josh | Officer | F-InKind | D | Class A Common Stock | 1,059 | 0.26 | 275.34 | 210,795 | D | ↗ |
| 2026-04-17 | Aman Todd | Officer | F-InKind | D | Class A Common Stock | 317 | 0.26 | 82.42 | 77,150 | D | ↗ |
| 2026-04-09 | Aman Todd | Officer | F-InKind | D | Class A Common Stock | 2,236 | 0.26 | 581.36 | 77,467 | D | ↗ |
| 2026-02-12 | Resnik Josh | Officer | F-InKind | D | Class A Common Stock | 1,371 | 0.88 | 1.2K | 216,155 | D | ↗ |
| 2026-02-12 | Donnell Paul | Officer | F-InKind | D | Class A Common Stock | 233 | 1.15 | 267.95 | 34,078 | D | ↗ |
| 2026-02-09 | Yao Gerald | Director | F-InKind | D | Class A Common Stock | 42 | 1.22 | 51.24 | 37,727 | I | ↗ |
| 2026-02-09 | Donnell Paul | Officer | F-InKind | D | Class A Common Stock | 44 | 1.22 | 53.68 | 34,311 | D | ↗ |
| 2026-02-09 | Aman Todd | Officer | F-InKind | D | Class A Common Stock | 67 | 1.22 | 81.74 | 79,703 | D | ↗ |
| 2026-02-02 | Hwang Tim | Director / 10% Owner | S-Sale | D | Class A Common Stock | 3,082 | 1.20 | 3.7K | 196,407 | I | ↗ |
| 2026-01-20 | Yao Gerald | Director | F-InKind | D | Class A Common Stock | 353 | 1.57 | 554.21 | 37,769 | I | ↗ |
| 2026-01-20 | Slabaugh Jon | Officer | F-InKind | D | Class A Common Stock | 1,621 | 1.57 | 2.5K | 107,582 | D | ↗ |
| 2026-01-20 | Resnik Josh | Officer | F-InKind | D | Class A Common Stock | 850 | 1.57 | 1.3K | 217,526 | D | ↗ |
| 2026-01-20 | Aman Todd | Officer | F-InKind | D | Class A Common Stock | 317 | 1.57 | 497.69 | 79,770 | D | ↗ |
| 2026-01-02 | Slabaugh Jon | Officer | F-InKind | D | Class A Common Stock | 6,235 | 1.59 | 9.9K | 109,203 | D | ↗ |
| 2026-01-02 | Resnik Josh | Officer | F-InKind | D | Class A Common Stock | 159 | 1.59 | 252.81 | 215,000 | D | ↗ |
| 2026-01-02 | Hwang Tim | Director / 10% Owner | S-Sale | D | Class A Common Stock | 1,293 | 1.61 | 2.1K | 199,912 | I | ↗ |
| 2026-01-02 | Aman Todd | Officer | F-InKind | D | Class A Common Stock | 8,331 | 1.59 | 13.2K | 80,087 | D | ↗ |
| 2025-12-31 | Resnik Josh | Officer | A-Award | A | Class A Common Stock | 3,376 | 1.25 | 4.2K | 218,376 | D | ↗ |
| 2025-12-02 | Resnik Josh | Officer | F-InKind | D | Class A Common Stock | 277 | 2.19 | 606.63 | 215,159 | D | ↗ |
| 2025-12-02 | Hwang Tim | Director / 10% Owner | S-Sale | D | Class A Common Stock | 1,377 | 1.91 | 2.6K | 201,205 | I | ↗ |
| 2025-12-01 | Sweeney Brandon | Director | A-Award | A | Class A Common Stock | 5,136 | 0.00 | — | 57,499 | D | ↗ |
| 2025-12-01 | Sedgley Anna | Director | A-Award | A | Class A Common Stock | 6,278 | 0.00 | — | 59,998 | D | ↗ |
| 2025-12-01 | Nilsson Keith | Director | A-Award | A | Class A Common Stock | 3,424 | 0.00 | — | 90,713 | D | ↗ |
| 2025-12-01 | Jain Manoj | Director / 10% Owner | A-Award | A | Class A Common Stock | 3,424 | 0.00 | — | 51,281 | D | ↗ |
| 2025-11-12 | Resnik Josh | Officer | F-InKind | D | Class A Common Stock | 4,739 | 2.72 | 12.9K | 223,931 | D | ↗ |
| 2025-11-06 | Hwang Tim | Director / 10% Owner | S-Sale | D | Class A Common Stock | 5,799 | 2.59 | 15.0K | 208,691 | I | ↗ |
| 2025-10-31 | Resnik Josh | Officer | F-InKind | D | Class A Common Stock | 277 | 4.10 | 1.1K | 228,670 | D | ↗ |
| 2025-10-17 | Yao Gerald | Director | F-InKind | D | Class A Common Stock | 305 | 4.25 | 1.3K | 38,122 | I | ↗ |
| 2025-10-17 | Slabaugh Jon | Officer | F-InKind | D | Class A Common Stock | 1,464 | 4.25 | 6.2K | 115,438 | D | ↗ |
| 2025-10-17 | Resnik Josh | Officer | F-InKind | D | Class A Common Stock | 736 | 4.25 | 3.1K | 228,947 | D | ↗ |
| 2025-10-17 | Donnell Paul | Officer | F-InKind | D | Class A Common Stock | 202 | 4.25 | 858.50 | 34,355 | D | ↗ |
| 2025-10-17 | Aman Todd | Officer | F-InKind | D | Class A Common Stock | 269 | 4.25 | 1.1K | 88,418 | D | ↗ |
| 2025-10-01 | Hwang Tim | Director / 10% Owner | S-Sale | D | Class A Common Stock | 3,591 | 4.80 | 17.2K | 215,665 | I | ↗ |
| 2025-09-30 | Resnik Josh | Officer | F-InKind | D | Class A Common Stock | 277 | 4.63 | 1.3K | 229,683 | D | ↗ |
| 2025-09-03 | Sweeney Brandon | Director | A-Award | A | Class A Common Stock | 2,218 | 0.00 | — | 52,363 | D | ↗ |
| 2025-09-03 | Sedgley Anna | Director | A-Award | A | Class A Common Stock | 2,712 | 0.00 | — | 53,720 | D | ↗ |
| 2025-09-03 | Resnik Josh | Officer | F-InKind | D | Class A Common Stock | 270 | 5.07 | 1.4K | 229,960 | D | ↗ |
| 2025-09-03 | Nilsson Keith | Director | A-Award | A | Class A Common Stock | 1,479 | 0.00 | — | 87,289 | D | ↗ |
| 2025-09-03 | Jain Manoj | Director / 10% Owner | A-Award | A | Class A Common Stock | 1,479 | 0.00 | — | 47,857 | D | ↗ |
| 2025-09-03 | Hwang Tim | Director / 10% Owner | S-Sale | D | Class A Common Stock | 1,438 | 4.24 | 6.1K | 219,256 | I | ↗ |
| 2025-08-15 | Aman Todd | Officer | F-InKind | D | Class A Common Stock | 439 | 0.52 | 229.16 | 1,064,248 | D | ↗ |
| 2025-08-07 | Yao Gerald | Director | F-InKind | D | Class A Common Stock | 416 | 0.63 | 262.25 | 461,601 | I | ↗ |
| 2025-08-07 | Donnell Paul | Officer | F-InKind | D | Class A Common Stock | 441 | 0.63 | 278.01 | 405,572 | D | ↗ |
| 2025-08-07 | Aman Todd | Officer | F-InKind | D | Class A Common Stock | 658 | 0.63 | 414.80 | 1,064,687 | D | ↗ |
| 2025-08-01 | Hwang Tim | Director / 10% Owner | S-Sale | D | Class A Common Stock | 42,226 | 0.58 | 24.6K | 2,714,335 | I | ↗ |
| 2025-07-31 | Resnik Josh | Officer | F-InKind | D | Class A Common Stock | 3,151 | 0.57 | 1.8K | 2,738,972 | D | ↗ |
| 2025-07-17 | Yao Gerald | Director | F-InKind | D | Class A Common Stock | 13,927 | 0.65 | 9.1K | 462,017 | I | ↗ |
| 2025-07-17 | Slabaugh Jon | Officer | F-InKind | D | Class A Common Stock | 68,600 | 0.65 | 44.6K | 1,402,832 | D | ↗ |
| 2025-07-17 | Resnik Josh | Officer | F-InKind | D | Class A Common Stock | 34,045 | 0.65 | 22.1K | 2,742,123 | D | ↗ |
| 2025-07-17 | Donnell Paul | Officer | F-InKind | D | Class A Common Stock | 9,426 | 0.65 | 6.1K | 406,013 | D | ↗ |
| 2025-07-17 | Aman Todd | Officer | F-InKind | D | Class A Common Stock | 12,557 | 0.65 | 8.2K | 1,065,345 | D | ↗ |
| 2025-07-07 | Donnell Paul | Officer | F-InKind | D | Class A Common Stock | 506 | 0.71 | 361.33 | 415,439 | D | ↗ |
| 2025-07-01 | Resnik Josh | Officer | F-InKind | D | Class A Common Stock | 2,590 | 0.65 | 1.7K | 2,776,728 | D | ↗ |
| 2025-07-01 | Hwang Tim | Director / 10% Owner | S-Sale | D | Class A Common Stock | 27,952 | 0.65 | 18.2K | 2,765,810 | I | ↗ |
| 2025-06-02 | Sweeney Brandon | Director | A-Award | A | Class A Common Stock | 16,909 | 0.00 | — | 601,747 | D | ↗ |
| 2025-06-02 | Sedgley Anna | Director | A-Award | A | Class A Common Stock | 20,667 | 0.00 | — | 612,099 | D | ↗ |
| 2025-06-02 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 3,876 | 0.64 | 2.5K | 2,779,318 | D | ↗ |
| 2025-06-02 | Nilsson Keith | Director | A-Award | A | Class A Common Stock | 15,030 | 0.00 | — | 1,029,731 | D | ↗ |
| 2025-06-02 | Jain Manoj | Director / 10% Owner | A-Award | A | Class A Common Stock | 11,273 | 0.00 | — | 556,546 | D | ↗ |
| 2025-06-02 | Hwang Tim | Director / 10% Owner | S-Sale | D | Class A Common Stock | 30,895 | 0.64 | 19.9K | 2,803,865 | I | ↗ |
| 2025-05-28 | Yao Gerald | Director / Officer | A-Award | A | Class A Common Stock | 280,854 | 0.00 | — | 475,944 | I | ↗ |
| 2025-05-28 | Sweeney Brandon | Director | A-Award | A | Class A Common Stock | 280,854 | 0.00 | — | 584,838 | D | ↗ |
| 2025-05-28 | Sedgley Anna | Director | A-Award | A | Class A Common Stock | 280,854 | 0.00 | — | 591,432 | D | ↗ |
| 2025-05-28 | Nilsson Keith | Director | A-Award | A | Class A Common Stock | 280,854 | 0.00 | — | 1,014,701 | D | ↗ |
| 2025-05-28 | Jain Manoj | Director / 10% Owner | A-Award | A | Class A Common Stock | 280,854 | 0.00 | — | 545,273 | D | ↗ |
| 2025-05-28 | Hwang Tim | Director / 10% Owner | A-Award | A | Class A Common Stock | 280,854 | 0.00 | — | 2,834,760 | I | ↗ |
| 2025-05-28 | Compton Key | Director | A-Award | A | Class A Common Stock | 280,854 | 0.00 | — | 555,169 | D | ↗ |
| 2025-05-28 | CALLAHAN MICHAEL JOHN | Director | A-Award | A | Class A Common Stock | 280,854 | 0.00 | — | 555,169 | D | ↗ |
| 2025-05-19 | Aman Todd | Officer | S-Sale | D | Class A Common Stock | 528 | 0.69 | 363.11 | 1,077,902 | D | ↗ |
| 2025-05-07 | Yao Gerald | Director | F-InKind | D | Class A Common Stock | 40 | 7.63 | 305.20 | 16,217 | I | ↗ |
| 2025-05-07 | Hwang Tim | Director / 10% Owner | S-Sale | D | Class A Common Stock | 9,515 | 0.64 | 6.1K | 2,553,906 | I | ↗ |
| 2025-05-07 | Donnell Paul | Officer | S-Sale | D | Class A Common Stock | 517 | 0.64 | 329.54 | 415,945 | D | ↗ |
| 2025-05-07 | Aman Todd | Officer | S-Sale | D | Class A Common Stock | 790 | 0.64 | 503.55 | 1,078,430 | D | ↗ |
| 2025-05-01 | Hwang Tim | Director / 10% Owner | S-Sale | D | Class A Common Stock | 29,105 | 0.64 | 18.5K | 2,592,767 | I | ↗ |
| 2025-05-01 | Donnell Paul | Officer | A-Award | A | Class A Common Stock | 310,811 | 0.00 | — | 416,462 | D | ↗ |
| 2025-04-30 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 3,691 | 0.62 | 2.3K | 2,783,194 | D | ↗ |
| 2025-04-07 | Donnell Paul | Officer | S-Sale | D | Class A Common Stock | 491 | 0.75 | 366.19 | 105,651 | D | ↗ |
| 2025-04-03 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 4,435 | 0.68 | 3.0K | 2,786,885 | D | ↗ |
| 2025-04-03 | Hwang Tim | Director / 10% Owner | S-Sale | D | Class A Common Stock | 34,120 | 0.68 | 23.3K | 2,621,872 | I | ↗ |
| 2025-03-03 | Sweeney Brandon | Director | A-Award | A | Class A Common Stock | 9,955 | 0.00 | — | 303,984 | D | ↗ |
| 2025-03-03 | Sedgley Anna | Director | A-Award | A | Class A Common Stock | 12,168 | 0.00 | — | 310,578 | D | ↗ |
| 2025-03-03 | Nilsson Keith | Director | A-Award | A | Class A Common Stock | 8,849 | 0.00 | — | 733,847 | D | ↗ |
| 2025-03-03 | McChrystal Stanley A | Director | A-Award | A | Class A Common Stock | 6,637 | 0.00 | — | 425,989 | D | ↗ |
| 2025-03-03 | Jain Manoj | Director / 10% Owner | A-Award | A | Class A Common Stock | 6,637 | 0.00 | — | 264,419 | D | ↗ |
| 2025-03-03 | Hwang Tim | Director / 10% Owner | S-Sale | D | Class A Common Stock | 30,830 | 1.10 | 33.8K | 2,676,299 | I | ↗ |
| 2025-02-28 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 3,799 | 1.22 | 4.6K | 2,791,320 | D | ↗ |
| 2025-02-21 | Slabaugh Jon | Officer | A-Award | A | Class A Common Stock | 908,843 | 0.00 | — | 1,471,432 | D | ↗ |
| 2025-02-21 | Resnik Josh | Officer | A-Award | A | Class A Common Stock | 1,568,966 | 0.00 | — | 2,795,119 | D | ↗ |
| 2025-02-21 | Hwang Tim | Director / 10% Owner | A-Award | A | Class A Common Stock | 470,000 | 0.00 | — | 2,707,129 | I | ↗ |
| 2025-02-21 | Aman Todd | Officer | A-Award | A | Class A Common Stock | 908,843 | 0.00 | — | 1,079,220 | D | ↗ |
| 2025-02-18 | Aman Todd | Officer | S-Sale | D | Class A Common Stock | 551 | 1.70 | 936.70 | 170,377 | D | ↗ |
| 2025-02-07 | Yao Gerald | Director / Officer | F-InKind | D | Class A Common Stock | 483 | 1.28 | 618.24 | 195,090 | I | ↗ |
| 2025-02-07 | Donnell Paul | Officer | S-Sale | D | Class A Common Stock | 512 | 1.30 | 667.65 | 106,142 | D | ↗ |
| 2025-02-07 | Aman Todd | Officer | S-Sale | D | Class A Common Stock | 783 | 1.30 | 1.0K | 170,928 | D | ↗ |
| 2025-02-03 | Hwang Tim | Director / 10% Owner | S-Sale | D | Class A Common Stock | 31,795 | 1.24 | 39.5K | 2,262,129 | I | ↗ |
| 2025-01-31 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 4,030 | 1.16 | 4.7K | 1,226,153 | D | ↗ |
| 2025-01-21 | Yao Gerald | Director / Officer | S-Sale | D | Class A Common Stock | 2,750 | 1.50 | 4.1K | 190,289 | I | ↗ |
| 2025-01-06 | Donnell Paul | Officer | S-Sale | D | Class A Common Stock | 40 | 17.19 | 687.60 | 8,847 | D | ↗ |
| 2025-01-02 | Hwang Tim | Director / 10% Owner | S-Sale | D | Class A Common Stock | 34,149 | 1.06 | 36.1K | 2,318,924 | I | ↗ |
| 2024-12-31 | Yao Gerald | Director / Officer | A-Award | A | Class A Common Stock | 5,284 | 0.91 | 4.8K | 195,573 | I | ↗ |
| 2024-12-31 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 3,411 | 1.02 | 3.5K | 1,230,183 | D | ↗ |
| 2024-12-31 | Aman Todd | Officer | A-Award | A | Class A Common Stock | 3,300 | 0.91 | 3.0K | 171,711 | D | ↗ |
| 2024-12-18 | Yao Gerald | Director / Officer | S-Sale | D | Class A Common Stock | 2,750 | 1.50 | 4.1K | 193,039 | I | ↗ |
| 2024-12-02 | Yiu Conrad | Director | A-Award | A | Class A Common Stock | 7,142 | 0.00 | — | 287,457 | D | ↗ |
| 2024-12-02 | Sweeney Brandon | Director | A-Award | A | Class A Common Stock | 10,714 | 0.00 | — | 294,029 | D | ↗ |
| 2024-12-02 | Sedgley Anna | Director | A-Award | A | Class A Common Stock | 13,095 | 0.00 | — | 298,410 | D | ↗ |
| 2024-12-02 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 3,540 | 0.96 | 3.4K | 733,594 | D | ↗ |
| 2024-12-02 | Nilsson Keith | Director | A-Award | A | Class A Common Stock | 9,523 | 0.00 | — | 724,998 | D | ↗ |
| 2024-12-02 | McChrystal Stanley A | Director | A-Award | A | Class A Common Stock | 7,142 | 0.00 | — | 419,352 | D | ↗ |
| 2024-12-02 | Jain Manoj | Director / 10% Owner | A-Award | A | Class A Common Stock | 7,142 | 0.00 | — | 257,782 | D | ↗ |
| 2024-12-02 | Hwang Tim | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 25,000 | 1.04 | 25.9K | 2,353,073 | I | ↗ |
| 2024-11-25 | Hwang Tim | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 100 | 1.00 | 100.00 | 2,425,512 | I | ↗ |
| 2024-11-15 | Aman Todd | Officer | S-Sale | D | Class A Common Stock | 447 | 0.81 | 362.07 | 168,411 | D | ↗ |
| 2024-11-12 | Resnik Josh | Officer | A-Award | A | Class A Common Stock | 500,000 | 0.00 | — | 1,233,594 | D | ↗ |
| 2024-11-07 | Yao Gerald | Director / Officer | F-InKind | D | Class A Common Stock | 914 | 0.95 | 868.30 | 195,789 | I | ↗ |
| 2024-11-07 | Slabaugh Jon | Officer | S-Sale | D | Class A Common Stock | 827 | 0.95 | 788.30 | 562,589 | D | ↗ |
| 2024-11-07 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 802 | 0.95 | 764.47 | 737,134 | D | ↗ |
| 2024-11-07 | Donnell Paul | Officer | S-Sale | D | Class A Common Stock | 451 | 0.95 | 429.89 | 106,654 | D | ↗ |
| 2024-11-07 | Aman Todd | Officer | S-Sale | D | Class A Common Stock | 676 | 0.95 | 644.36 | 168,858 | D | ↗ |
| 2024-11-01 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 3,529 | 0.83 | 2.9K | 737,936 | D | ↗ |
| 2024-11-01 | Hwang Tim | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 46,255 | 0.83 | 38.6K | 2,425,612 | I | ↗ |
| 2024-10-07 | Yao Gerald | Director / Officer | F-InKind | D | Class A Common Stock | 914 | 1.17 | 1.1K | 197,120 | I | ↗ |
| 2024-10-07 | Slabaugh Jon | Officer | S-Sale | D | Class A Common Stock | 843 | 1.15 | 969.03 | 563,416 | D | ↗ |
| 2024-10-07 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 817 | 1.15 | 939.14 | 741,465 | D | ↗ |
| 2024-10-07 | Donnell Paul | Officer | S-Sale | D | Class A Common Stock | 447 | 1.15 | 513.83 | 107,105 | D | ↗ |
| 2024-10-03 | Hwang Tim | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 22,186 | 1.18 | 26.3K | 2,471,867 | I | ↗ |
| 2024-10-02 | Hwang Tim | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 22,460 | 1.19 | 26.7K | 2,494,053 | I | ↗ |
| 2024-10-01 | Hwang Tim | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 25,000 | 1.24 | 30.9K | 2,516,513 | I | ↗ |
| 2024-09-30 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 3,314 | 1.25 | 4.1K | 742,282 | D | ↗ |
| 2024-09-09 | Yao Gerald | Director / Officer | F-InKind | D | Class A Common Stock | 1,059 | 1.19 | 1.3K | 198,034 | — | ↗ |
| 2024-09-09 | Slabaugh Jon | Officer | S-Sale | D | Class A Common Stock | 928 | 1.18 | 1.1K | 564,259 | — | ↗ |
| 2024-09-09 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 940 | 1.18 | 1.1K | 745,596 | — | ↗ |
| 2024-09-04 | Yiu Conrad | Director | A-Award | A | Class A Common Stock | 6,000 | 0.00 | — | 280,315 | — | ↗ |
| 2024-09-04 | Sweeney Brandon | Director | A-Award | A | Class A Common Stock | 9,000 | 0.00 | — | 283,315 | — | ↗ |
| 2024-09-04 | Sedgley Anna | Director | A-Award | A | Class A Common Stock | 11,000 | 0.00 | — | 285,315 | — | ↗ |
| 2024-09-04 | Nilsson Keith | Director | A-Award | A | Class A Common Stock | 8,000 | 0.00 | — | 715,475 | — | ↗ |
| 2024-09-04 | McChrystal Stanley A | Director | A-Award | A | Class A Common Stock | 6,000 | 0.00 | — | 412,210 | — | ↗ |
| 2024-09-04 | Jain Manoj | Director / 10% Owner | A-Award | A | Class A Common Stock | 6,000 | 0.00 | — | 250,640 | — | ↗ |
| 2024-09-03 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 3,707 | 1.27 | 4.7K | 746,536 | — | ↗ |
| 2024-09-03 | Hwang Tim | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 25,000 | 1.28 | 31.9K | 2,541,513 | — | ↗ |
| 2024-08-15 | Aman Todd | Officer | S-Sale | D | Class A Common Stock | 530 | 1.23 | 654.02 | 169,534 | — | ↗ |
| 2024-08-07 | Yao Gerald | Director / Officer | F-InKind | D | Class A Common Stock | 483 | 1.39 | 671.37 | 200,152 | — | ↗ |
| 2024-08-07 | Slabaugh Jon | Officer | S-Sale | D | Class A Common Stock | 913 | 1.40 | 1.3K | 565,187 | — | ↗ |
| 2024-08-07 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 923 | 1.40 | 1.3K | 750,243 | — | ↗ |
| 2024-08-07 | Donnell Paul | Officer | S-Sale | D | Class A Common Stock | 517 | 1.40 | 723.70 | 107,552 | — | ↗ |
| 2024-08-07 | Aman Todd | Officer | S-Sale | D | Class A Common Stock | 793 | 1.40 | 1.1K | 170,064 | — | ↗ |
| 2024-08-06 | Yao Gerald | Director / Officer | G-Gift | A | Class B Common Stock | 68,305 | 0.00 | — | 1,182,298 | — | ↗ |
| 2024-08-01 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 4,146 | 1.39 | 5.7K | 751,166 | — | ↗ |
| 2024-08-01 | Hwang Tim | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 31,319 | 1.39 | 43.4K | 2,630,724 | — | ↗ |
| 2024-07-18 | Yao Gerald | Director / Officer | S-Sale | D | Class A Common Stock | 2,750 | 1.94 | 5.3K | 72,064 | — | ↗ |
| 2024-07-17 | Yao Gerald | Director / Officer | A-Award | A | Stock Options (Right to Buy) | 85,714 | 1.97 | 168.9K | 85,714 | — | ↗ |
| 2024-07-17 | Slabaugh Jon | Officer | A-Award | A | Stock Options (Right to Buy) | 285,714 | 1.97 | 562.9K | 285,714 | — | ↗ |
| 2024-07-17 | Resnik Josh | Officer | A-Award | A | Class A Common Stock | 310,000 | 0.00 | — | 755,312 | — | ↗ |
| 2024-07-17 | Donnell Paul | Officer | A-Award | A | Stock Options (Right to Buy) | 55,179 | 1.97 | 108.7K | 55,179 | — | ↗ |
| 2024-07-17 | Aman Todd | Officer | A-Award | A | Class A Common Stock | 128,571 | 0.00 | — | 170,857 | — | ↗ |
| 2024-07-08 | Yao Gerald | Director / Officer | F-InKind | D | Class A Common Stock | 1,059 | 1.79 | 1.9K | 74,814 | — | ↗ |
| 2024-07-08 | Slabaugh Jon | Officer | S-Sale | D | Class A Common Stock | 933 | 1.77 | 1.6K | 137,529 | — | ↗ |
| 2024-07-08 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 943 | 1.77 | 1.7K | 445,312 | — | ↗ |
| 2024-07-05 | Donnell Paul | Officer | S-Sale | D | Class A Common Stock | 505 | 1.84 | 931.62 | 25,301 | — | ↗ |
| 2024-07-01 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 3,680 | 1.44 | 5.3K | 446,255 | — | ↗ |
| 2024-07-01 | Hwang Tim | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 29,329 | 1.44 | 42.2K | 2,662,043 | — | ↗ |
| 2024-06-24 | Yao Gerald | Director / Officer | S-Sale | D | Class A Common Stock | 2,750 | 1.50 | 4.1K | 75,873 | — | ↗ |
| 2024-06-07 | Yao Gerald | Director / Officer | F-InKind | D | Class A Common Stock | 1,059 | 1.14 | 1.2K | 78,623 | — | ↗ |
| 2024-06-07 | Slabaugh Jon | Officer | S-Sale | D | Class A Common Stock | 928 | 1.13 | 1.0K | 138,462 | — | ↗ |
| 2024-06-07 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 939 | 1.13 | 1.1K | 449,935 | — | ↗ |
| 2024-06-03 | Hwang Tim | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 31,028 | 1.19 | 36.8K | 2,716,372 | — | ↗ |
| 2024-05-31 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 3,818 | 1.26 | 4.8K | 450,874 | — | ↗ |
| 2024-05-29 | Yiu Conrad | Director | A-Award | A | Class A Common Stock | 134,615 | 0.00 | — | 274,315 | — | ↗ |
| 2024-05-29 | Sweeney Brandon | Director | A-Award | A | Class A Common Stock | 134,615 | 0.00 | — | 274,315 | — | ↗ |
| 2024-05-29 | Sedgley Anna | Director | A-Award | A | Class A Common Stock | 134,615 | 0.00 | — | 274,315 | — | ↗ |
| 2024-05-29 | Nilsson Keith | Director | A-Award | A | Class A Common Stock | 134,615 | 0.00 | — | 707,475 | — | ↗ |
| 2024-05-29 | McChrystal Stanley A | Director | A-Award | A | Class A Common Stock | 134,615 | 0.00 | — | 406,210 | — | ↗ |
| 2024-05-29 | Maso Capital Partners Ltd | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-29 | Jain Manoj | Director / 10% Owner | A-Award | A | Class A Common Stock | 134,615 | 0.00 | — | 244,640 | — | ↗ |
| 2024-05-29 | Compton Key | Director | A-Award | A | Class A Common Stock | 134,615 | 0.00 | — | 274,315 | — | ↗ |
| 2024-05-29 | CALLAHAN MICHAEL JOHN | Director | A-Award | A | Class A Common Stock | 134,615 | 0.00 | — | 274,315 | — | ↗ |
| 2024-05-15 | Aman Todd | Officer | S-Sale | D | Class A Common Stock | 532 | 1.48 | 788.69 | 42,286 | — | ↗ |
| 2024-05-07 | Yao Gerald | Director / Officer | F-InKind | D | Class A Common Stock | 1,059 | 1.30 | 1.4K | 79,682 | — | ↗ |
| 2024-05-07 | Slabaugh Jon | Officer | S-Sale | D | Class A Common Stock | 987 | 1.21 | 1.2K | 139,390 | — | ↗ |
| 2024-05-07 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 999 | 1.21 | 1.2K | 454,692 | — | ↗ |
| 2024-05-07 | Eidelman Vlad | Officer | F-InKind | D | Class A Common Stock | 933 | 1.30 | 1.2K | 308,735 | — | ↗ |
| 2024-05-07 | Donnell Paul | Officer | S-Sale | D | Class A Common Stock | 560 | 1.21 | 677.66 | 25,806 | — | ↗ |
| 2024-05-07 | Aman Todd | Officer | S-Sale | D | Class A Common Stock | 858 | 1.21 | 1.0K | 42,818 | — | ↗ |
| 2024-05-01 | Hwang Tim | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 30,168 | 1.33 | 40.1K | 2,747,400 | — | ↗ |
| 2024-04-30 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 3,751 | 1.36 | 5.1K | 455,691 | — | ↗ |
| 2024-04-08 | Yao Gerald | Director / Officer | F-InKind | D | Class A Common Stock | 1,059 | 1.40 | 1.5K | 81,224 | — | ↗ |
| 2024-04-08 | Slabaugh Jon | Officer | S-Sale | D | Class A Common Stock | 928 | 1.39 | 1.3K | 140,377 | — | ↗ |
| 2024-04-08 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 938 | 1.39 | 1.3K | 459,442 | — | ↗ |
| 2024-04-08 | Eidelman Vlad | Officer | F-InKind | D | Class A Common Stock | 933 | 1.40 | 1.3K | 310,827 | — | ↗ |
| 2024-04-05 | Donnell Paul | Officer | S-Sale | D | Class A Common Stock | 500 | 1.33 | 667.45 | 26,366 | — | ↗ |
| 2024-04-03 | Henderson Richard | Officer | S-Sale | D | Class A Common Stock | 3,349 | 1.22 | 4.1K | 90,819 | — | ↗ |
| 2024-04-01 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 3,943 | 1.19 | 4.7K | 460,380 | — | ↗ |
| 2024-04-01 | Hwang Tim | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 31,431 | 1.19 | 37.4K | 2,777,568 | — | ↗ |
| 2024-03-20 | Compton Key | Director | S-Sale | D | Class A Common Stock | 29,399 | 0.00 | — | 1,466 | — | ↗ |
| 2024-03-18 | Yao Gerald | Director / Officer | S-Sale | D | Class A Common Stock | 4,000 | 1.80 | 7.2K | 82,283 | — | ↗ |
| 2024-03-18 | Eidelman Vlad | Officer | F-InKind | D | Class A Common Stock | 576 | 1.75 | 1.0K | 311,760 | — | ↗ |
| 2024-03-07 | Yao Gerald | Director / Officer | F-InKind | D | Class A Common Stock | 1,059 | 2.06 | 2.2K | 86,283 | — | ↗ |
| 2024-03-07 | Slabaugh Jon | Officer | S-Sale | D | Class A Common Stock | 866 | 2.19 | 1.9K | 141,305 | — | ↗ |
| 2024-03-07 | Resnik Josh | Officer | S-Sale | D | Class A Common Stock | 875 | 2.19 | 1.9K | 464,323 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-66.9K
Shares Outstanding
14.03M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Joshua W. Resnik | President & CEO | 665.7K | male |
| Jon A. Slabaugh | Chief Financial Officer, Chief Investment Officer & Senior Vice President of Corporate Development | 536.8K | male |
| Frank Musso | Chief Revenue Officer | 453.5K | male |
| Todd Aman | Chief Legal & Administrative Officer | 446.2K | male |
| Timothy Hwang | Co-Founder & Executive Chairman | 411.1K | male |
| Gerald Yao | Co- Founder, Chief Strategy Officer & Director | 20.0K | male |
| Yojin Yoon | Vice President of Operations | — | female |
| Can Babaoglu | Chief Product Officer | — | male |
| Greg Alexander | Senior Vice President of Technology & Engineering | — | male |
| Paul Donnell | Chief Accounting Officer | — | male |
| Taryn McKinnon | Vice President of Marketing | — | female |
| Becki Miltenberger | Senior Vice President of Sales | — | female |
ESG Rating
ESG Score History INFORMATION TECHNOLOGY SERVICES
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for NOTE
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.
