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National Research Corporation (NRC)

USD21.63 -0.36 (-1.62%)
US NASDAQ Healthcare Medical - Healthcare Information Services
Address 1245 Q Street 68508
Lincoln, NE, US
CEO Trent Green
IPO 2013-05-23
CIK 70487 ISIN US6373722023

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Description

National Research Corporation (NRC) empowers healthcare organizations across the United States and Canada with data-driven analytics and actionable insights to enhance both patient and employee experiences. Through a comprehensive suite of subscription-based solutions, NRC supplies crucial information and analysis, addressing vital aspects such as the overall patient journey, service recovery initiatives, effective transitions of care, health risk assessments, fostering employee engagement, and enhancing reputation management and brand loyalty. Beyond these, NRC provides market intelligence to help organizations understand brand awareness, public perception, and competitive positioning. They offer advanced segmentation tools to analyze community needs, wants, and behaviors in real-time. Specialized health risk assessment tools are available to help clients pinpoint and support high-risk populations, fostering preventative care strategies and wellness initiatives. Similarly, transition management solutions assist in identifying and managing at-risk patients during care changes, aiming to reduce readmissions and ensure smooth, satisfactory transitions. NRC also offers transparency tools, empowering healthcare providers to present clear organizational information to consumers, thereby supporting informed decision-making. Furthermore, governance solutions are tailored for the leadership of non-profit hospitals and health systems, including boards of directors, executives, and physician leaders. Their clientele includes integrated health systems, post-acute care providers, and healthcare payer organizations. Established in 1981, National Research Corporation maintains its headquarters in Lincoln, Nebraska.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD21.63 -0.36 (-1.62%)
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Volume Profile
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Liquidity & share structure
Average Volume
122.0K
Beta
0.40
Float Shares
12.85M
Free Float %
57.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.21% +5.17% +13.53% +45.83% +21.26% -0.32% +35.09% -55.92% -61.42% +33.64% -6.45%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
21.63
DCF (Unlevered) 14.33 -33.8%
DCF (Levered) 15.63 -27.7%

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) 0% Bullish
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
3.26
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Healthcare Information Services: +14.2%
    -4.0% Q1'26: +3.7% (vs Q1'25)
  • EPS growth Medical - Healthcare Information Services: +43.1%
    -50.0% Q1'26: -44.0% (vs Q1'25)
  • FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%
    +9.1% Q1'26: +15.4% (vs Q1'25)
  • EBIT margin Medical - Healthcare Information Services: +8.8%
    +16.5% Q1'26: +16.0% (vs Q1'25)
  • ROIC Medical - Healthcare Information Services: +5.2%
    +16.5% Q1'26: +18.4% (vs Q1'25)
  • Share dilution Medical - Healthcare Information Services: -0.1%
    -5.7% Q1'26: -4.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×
    2.61× Q1'26: 2.52× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.34) × ERP
WACC = 84% × Ke + 16% × Kd (6.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 14.33 Current price: 21.63
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
102.34M
est: 103.01M (-0.6%)
109.38M
est: 109.73M (-0.3%)
117.56M
est: 103.01M (+14.1%)
119.69M
est: 109.73M (+9.1%)
127.98M
est: 118.30M (+8.2%)
133.28M
est: 127.00M (+4.9%)
147.95M
est: 129.30M (+14.4%)
151.57M
est: 264.04M (-42.6%)
148.58M
est: 290.44M (-48.8%)
118.30M
118.30M – 118.30M
-59.3% YoY
127.00M
127.00M – 127.00M
+7.4% YoY
129.30M
129.30M – 129.30M
+1.8% YoY
EBITDA
31.69M
est: 34.77M (-8.8%)
35.77M
est: 41.68M (-14.2%)
38.95M
est: 48.91M (-20.4%)
41.69M
est: 37.04M (+12.6%)
48.57M
est: 49.08M (-1.0%)
50.79M
est: 55.74M (-8.9%)
56.66M
est: 65.82M (-13.9%)
49.30M
est: 78.11M (-36.9%)
45.99M
est: 85.92M (-46.5%)
36.12M
36.12M – 36.12M
-58.0% YoY
38.77M
38.77M – 38.77M
+7.4% YoY
39.48M
39.48M – 39.48M
+1.8% YoY
EBIT
26.45M
est: 30.32M (-12.8%)
31.20M
est: 36.35M (-14.2%)
34.22M
est: 42.88M (-20.2%)
35.28M
est: 32.29M (+9.2%)
43.04M
est: 43.20M (-0.4%)
43.28M
est: 49.15M (-11.9%)
50.29M
est: 58.10M (-13.5%)
44.02M
est: 69.02M (-36.2%)
40.09M
est: 75.92M (-47.2%)
31.03M
31.03M – 31.03M
-59.1% YoY
33.31M
33.31M – 33.31M
+7.4% YoY
33.91M
33.91M – 33.91M
+1.8% YoY
Net Income
17.61M
est: 15.91M (+10.7%)
20.52M
est: 23.51M (-12.7%)
22.94M
est: 28.75M (-20.2%)
30.05M
est: 19.23M (+56.2%)
32.41M
est: 30.83M (+5.1%)
37.26M
est: 35.40M (+5.3%)
37.47M
est: 41.96M (-10.7%)
31.80M
est: 49.97M (-36.4%)
30.97M
est: 54.97M (-43.7%)
19.71M
19.71M – 19.71M
-64.1% YoY
24.86M
24.86M – 24.86M
+26.1% YoY
25.98M
25.98M – 25.98M
+4.5% YoY
SGA
27.18M
est: 29.48M (-7.8%)
28.39M
est: 32.87M (-13.6%)
29.69M
est: 38.03M (-21.9%)
31.37M
est: 31.40M (-0.1%)
32.97M
est: 38.75M (-14.9%)
34.44M
est: 43.23M (-20.3%)
38.96M
est: 50.64M (-23.1%)
42.70M
est: 59.62M (-28.4%)
46.58M
est: 65.58M (-29.0%)
37.18M
37.18M – 37.18M
-43.3% YoY
39.91M
39.91M – 39.91M
+7.4% YoY
40.64M
40.64M – 40.64M
+1.8% YoY
EPS
0.42
est: 0.67 (-37.3%)
0.49
est: 0.81 (-39.5%)
0.54
est: 0.67 (-19.4%)
1.11
est: 0.81 (+37.0%)
1.30
est: 0.88 (+47.7%)
1.48
est: 1.11 (+33.3%)
1.47
est: 1.16 (+26.7%)
1.28
est: 1.88 (-31.7%)
1.26
est: 2.07 (-39.1%)
0.88
0.88 – 0.88
-57.5% YoY
1.11
1.11 – 1.11
+26.1% YoY
1.16
1.16 – 1.16
+4.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-05-08 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-05-07 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-05-06 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-05-05 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-04 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-01 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-30 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-29 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-28 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-27 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-24 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-23 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-22 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-21 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-20 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-17 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-16 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
16.97M
OE per share TTM
0.77
Owner's Yield
4.16%
Maintenance CapEx ratio
50.25%
Maint CapEx / Avg PPE
17.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
24
Total invested
12.85M
Insider transactions (90d)
0
Beneficial owners (>5%)
23
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Amandla MK Trust 7.38M 30.00% 7.38M 7.38M 10.00 OO Delaware 2018-04-25
2 Patrick E. Beans, as the Special Holdings Direction Adviser under the Amandla MK Trust 7.38M 30.00% 7.38M 7.38M 10.00 IN United States 2018-04-25
3 SCHEDULE 13D/A 6.03M 23.70% IN 2021-12-08
4 Kent E. Endacott, as the Special Holdings Direction Adviser under the Michael and Karen Hays Grandch 5.77M 27.80% 5.77M 5.77M IN United States 2013-06-14
5 Michael and Karen Hays Grandchildren’s Trust dated March 9, 2009 5.77M 27.80% 5.77M 5.77M OO Delaware 2013-06-14
6 SCHEDULE 13D 4.77M 18.80% 4.77M 4.77M IN 2021-03-22
7 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 3.32M 13.03% 551.1K 2.70M 619.9K 2.70M IA 2022-02-11
8 Virtus Investment Advisers, Inc.04-2453743 2.70M 10.59% 2.70M 2.70M IA 2022-02-11
9 Virtus Equity Trust, on behalf of Virtus KAR Small Cap Growth Fund 2.41M 9.47% 2.41M 2.41M IV 2022-02-11
10 2010 Two-Year GRAT Agreement dated February 8, 2010 1.25M 18.80% 1.25M 1.25M IN United States 2010-02-23
11 February 8, 2010 1.25M 18.80% 1.25M 1.25M OO United States 2010-02-23
12 S. Hays 1.25M 18.80% 1.25M 1.25M IN United States 2010-02-23
13 Jeffery T. Peetz 283.7K 4.30% 283.7K 283.7K IN United States 2010-12-17
14 Trust created under the Michael D. Hays 2009 Two-Year GRAT Agreement dated March 9, 2009 283.7K 4.30% 283.7K 283.7K OO United States 2010-12-17
15 Conestoga Capital Advisors LLC 233.0K 6.58% 205.8K 233.0K IA Delaware 2017-01-05
16 Abdiel Capital Advisors, LLC 203.9K 5.90% 203.9K 203.9K OO Cayman Islands 2013-06-10
17 Abdiel Capital Management, LLC 203.9K 5.90% 203.9K 203.9K OO Cayman Islands 2013-06-10
18 Colin T. Moran 203.9K 5.90% 203.9K 203.9K IN Cayman Islands 2013-06-10
19 Abdiel Qualified Master Fund, L.P. 188.3K 5.40% 188.3K 188.3K PN Cayman Islands 2013-06-10
20 Michael D. Hays 4.5K 0.10% 4.3K 137.00 4.3K IN United States 2018-02-22
21 13-3435435 3.0K 11.00% 13.00 3.0K BD Delaware 2010-01-21
22 Trust created under the Karen S. Hays 2010 Two-Year GRAT Agreement dated February 8, 2010 0.00% OO United States 2010-12-17
23 Trust created under the Michael D. Hays 2010 Two-Year GRAT Agreement dated February 8, 2010 0.00% OO United States 2010-12-17

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
24
-92 vs prev Q
New positions
4
Closed positions
95
Increased
10
Reduced
6
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 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2.66M -92.7K (-3.4%) 49.89M +14.7M (+41.9%) 11.87% -0.265 pp 0.13% +0.048 pp USD28.15 -33.3% 51 qtrs
2 BLACKROCK, INC. 1.01M -59.8K (-5.6%) 18.87M +5.3M (+38.6%) 4.49% -0.209 pp 0.00% +0.000 pp USD22.33 -15.9% 6 qtrs
3 MORGAN STANLEY 1.00M +146.1K (+17.0%) 18.84M +7.9M (+71.9%) 4.48% +0.699 pp 0.00% +0.001 pp USD34.30 -45.3% 49 qtrs
4 VANGUARD GROUP INC 831.4K -90.0K (-9.8%) 15.60M +3.8M (+32.5%) 3.71% -0.352 pp 0.00% +0.000 pp USD37.58 -50.1% 51 qtrs
5 DIMENSIONAL FUND ADVISORS LP 494.5K -19.3K (-3.8%) 9.28M +2.7M (+41.3%) 2.27% +0.002 pp 0.00% +0.001 pp USD21.72 -13.6% 51 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 383.5K -20.9K (-5.2%) 7.20M +2.0M (+39.3%) 1.71% -0.071 pp 0.00% +0.000 pp USD35.21 -46.7% 51 qtrs
7 QV INVESTORS INC. 381.3K +— (+0.0%) 7.16M +2.3M (+46.9%) 1.70% +0.021 pp 0.59% +0.164 pp USD37.13 -49.4% 16 qtrs
8 RENAISSANCE TECHNOLOGIES LLC 351.1K -24.0K (-6.4%) 6.59M +1.8M (+37.5%) 1.57% -0.087 pp 0.01% +0.004 pp USD32.42 -42.1% 51 qtrs
9 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 342.4K +50.0K (+17.1%) 6.43M +2.7M (+72.0%) 1.53% +0.239 pp 0.02% +0.008 pp USD19.31 -2.8% 6 qtrs
10 STATE STREET CORP 309.6K -26.8K (-8.0%) 5.86M +1.5M (+35.1%) 1.38% -0.101 pp 0.00% +0.000 pp USD33.45 -43.9% 51 qtrs
11 BANK OF NEW YORK MELLON CORP 241.0K +40.3K (+20.1%) 4.52M +2.0M (+76.4%) 1.11% +0.220 pp 0.00% +0.000 pp USD24.82 -24.4% 51 qtrs
12 NORTHERN TRUST CORP 224.1K -15.9K (-6.6%) 4.21M +1.1M (+37.1%) 1.03% -0.031 pp 0.00% +0.000 pp USD31.70 -40.8% 51 qtrs
13 AQR CAPITAL MANAGEMENT LLC 216.8K -49.0K (-18.5%) 4.07M +671.7K (+19.8%) 1.00% -0.178 pp 0.00% +0.000 pp USD16.71 +12.3% 26 qtrs
14 IA GLOBAL ASSET MANAGEMENT INC. 187.5K +— (+0.0%) 3.52M +1.1M (+46.9%) 0.84% +0.010 pp 0.04% +0.012 pp USD44.37 -57.7% 10 qtrs
15 WILLIS INVESTMENT COUNSEL 183.2K +2.9K (+1.6%) 3.44M +1.1M (+49.2%) 0.82% +0.023 pp 0.18% +0.052 pp USD21.38 -12.2% 40 qtrs
16 NORTHWEST & ETHICAL INVESTMENTS L.P. 129.2K +— (+0.0%) 2.43M +773.9K (+46.9%) 0.58% +0.007 pp 0.05% +0.016 pp USD39.65 -52.7% 16 qtrs
17 WELLS FARGO & COMPANY/MN 126.3K -29.0K (-18.7%) 2.37M +385.7K (+19.4%) 0.56% -0.121 pp 0.00% +0.000 pp USD34.89 -46.2% 51 qtrs
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 115.0K +18.1K (+18.6%) 2.16M +919.5K (+74.3%) 0.53% +0.100 pp 0.00% +0.000 pp USD33.67 -44.3% 51 qtrs
19 BANK OF AMERICA CORP /DE/ 109.1K -10.1K (-8.5%) 2.05M +524.9K (+34.4%) 0.49% -0.039 pp 0.00% +0.000 pp USD40.76 -53.9% 44 qtrs
20 JANE STREET GROUP, LLC 101.8K +33.2K (+48.5%) 1.91M +1.0M (+118.0%) 0.45% +0.152 pp 0.00% +0.000 pp USD15.80 +18.8% 12 qtrs
21 TWO SIGMA INVESTMENTS, LP 91.1K +30.2K (+49.5%) 1.71M +930.9K (+119.6%) 0.41% +0.138 pp 0.00% +0.001 pp USD17.84 +5.2% 9 qtrs
22 COMERICA BANK 89.9K -2.4K (-2.6%) 1.69M +508.0K (+43.1%) 0.40% -0.006 pp 0.01% +0.002 pp USD44.35 -57.7% 10 qtrs
23 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 88.2K +10.3K (+13.2%) 1.66M +660.1K (+66.3%) 0.39% +0.050 pp 0.01% +0.002 pp USD40.56 -53.7% 20 qtrs
24 GOLDMAN SACHS GROUP INC 85.3K -8.3K (-8.9%) 1.60M +404.8K (+33.8%) 0.38% -0.032 pp 0.00% +0.000 pp USD26.45 -29.0% 39 qtrs
25 SEI INVESTMENTS CO 66.9K -9.4K (-12.3%) 1.26M +280.4K (+28.8%) 0.31% -0.030 pp 0.00% +0.000 pp USD36.02 -47.9% 23 qtrs
26 HEARTLAND ADVISORS INC 50.0K +50.0K (+100.0%) 938.5K +938.5K (+100.0%) 0.23% +0.230 pp 0.05% +0.051 pp USD18.77 +0.0% 1 qtrs NEW
27 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 49.1K +— (+0.0%) 921.2K +294.0K (+46.9%) 0.22% +0.003 pp 0.00% +0.000 pp USD14.21 +32.1% 3 qtrs
28 BESSEMER GROUP INC 47.1K +— (+0.0%) 884.0K +282.0K (+46.8%) 0.21% +0.003 pp 0.00% +0.000 pp USD26.82 -30.0% 51 qtrs
29 CREATIVE PLANNING 45.1K -28.4K (-38.6%) 846.6K -93.0K (-9.9%) 0.21% -0.117 pp 0.00% 0.000 pp USD18.07 +3.9% 10 qtrs
30 AMERIPRISE FINANCIAL INC 42.0K +2.8K (+7.1%) 787.7K +287.0K (+57.3%) 0.19% +0.020 pp 0.00% +0.000 pp USD19.21 -2.3% 51 qtrs
31 AMERICAN CENTURY COMPANIES INC 41.9K +898.0 (+2.2%) 785.8K +262.2K (+50.1%) 0.19% +0.006 pp 0.00% +0.000 pp USD33.00 -43.1% 13 qtrs
32 WILLIAMS JONES WEALTH MANAGEMENT, LLC. 41.8K -198.0 (-0.5%) 784.6K +247.9K (+46.2%) 0.19% +0.001 pp 0.01% +0.003 pp USD38.28 -51.0% 15 qtrs
33 D. E. SHAW & CO., INC. 41.7K +41.7K (+100.0%) 782.7K +782.7K (+100.0%) 0.19% +0.191 pp 0.00% +0.000 pp USD18.77 +0.0% 1 qtrs NEW
34 ALPS ADVISORS INC 40.6K +— (+0.0%) 761.9K +243.1K (+46.9%) 0.19% +0.007 pp 0.00% +0.002 pp USD22.68 -17.2% 6 qtrs
35 QUANTINNO CAPITAL MANAGEMENT LP 38.6K -16.5K (-30.0%) 725.4K +20.1K (+2.9%) 0.18% -0.066 pp 0.00% -0.001 pp USD14.68 +27.9% 3 qtrs
36 US BANCORP \DE\ 34.5K -1.5K (-4.2%) 647.9K +187.3K (+40.7%) 0.15% -0.005 pp 0.00% +0.000 pp USD38.19 -50.9% 37 qtrs
37 ENVESTNET ASSET MANAGEMENT INC 30.3K -31.6K (-51.0%) 569.3K -222.5K (-28.1%) 0.14% -0.138 pp 0.00% 0.000 pp USD35.42 -47.0% 23 qtrs
38 UBS GROUP AG 28.5K -11.2K (-28.2%) 534.3K +27.5K (+5.4%) 0.13% -0.048 pp 0.00% +0.000 pp USD17.78 +5.6% 45 qtrs
39 NUVEEN, LLC 27.3K -6.3K (-18.7%) 513.1K +83.2K (+19.4%) 0.12% -0.026 pp 0.00% +0.000 pp USD12.80 +46.6% 4 qtrs
40 LINDEN THOMAS ADVISORY SERVICES, LLC 27.2K -557.0 (-2.0%) 509.9K +155.6K (+43.9%) 0.12% -0.001 pp 0.05% +0.016 pp USD42.00 -55.3% 11 qtrs
41 BARCLAYS PLC 24.7K -26.6K (-51.9%) 463.7K -709.7K (-60.5%) 0.11% -0.116 pp 0.00% 0.000 pp USD22.37 -16.1% 38 qtrs
42 DAIWA SECURITIES GROUP INC. 22.2K -2.9K (-11.4%) 417.0K +96.0K (+29.9%) 0.10% -0.009 pp 0.00% +0.000 pp USD48.83 -61.6% 25 qtrs
43 INVESCO LTD. 21.6K +2.8K (+14.9%) 405.4K +165.1K (+68.7%) 0.10% +0.014 pp 0.00% +0.000 pp USD33.55 -44.1% 28 qtrs
44 IEQ CAPITAL, LLC 20.4K -4.9K (-19.5%) 382.0K +58.7K (+18.2%) 0.09% -0.018 pp 0.00% +0.000 pp USD15.41 +21.8% 3 qtrs
45 LOS ANGELES CAPITAL MANAGEMENT LLC 25.1K +2.5K (+11.2%) 329.1K +40.3K (+14.0%) 0.12% +0.016 pp 0.00% +0.000 pp USD17.00 +10.4% 3 qtrs
46 ALLIANCEBERNSTEIN L.P. 17.4K -1.1K (-5.9%) 326.6K +90.2K (+38.1%) 0.08% -0.004 pp 0.00% +0.000 pp USD28.38 -33.9% 51 qtrs
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 17.1K +17.1K (+100.0%) 320.9K +320.9K (+100.0%) 0.08% +0.076 pp 0.00% +0.000 pp USD18.77 +0.0% 5 qtrs
48 SQUAREPOINT OPS LLC 16.6K +16.6K (+100.0%) 310.9K +310.9K (+100.0%) 0.08% +0.076 pp 0.00% +0.000 pp USD18.77 +0.0% 1 qtrs NEW
49 GRAHAM CAPITAL MANAGEMENT, L.P. 16.4K -4.3K (-20.7%) 308.3K +43.7K (+16.5%) 0.07% -0.018 pp 0.01% +0.003 pp USD12.78 +46.9% 2 qtrs
50 RHUMBLINE ADVISERS 15.9K -4.8K (-23.3%) 297.9K +33.6K (+12.7%) 0.07% -0.020 pp 0.00% +0.000 pp USD34.13 -45.0% 44 qtrs
51 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 15.7K +15.7K (+100.0%) 296.4K +296.4K (+100.0%) 0.07% +0.070 pp 0.14% +0.144 pp USD18.77 +0.0% 1 qtrs NEW
52 DGS CAPITAL MANAGEMENT, LLC 14.6K +14.6K (+100.0%) 274.0K +274.0K (+100.0%) 0.07% +0.065 pp 0.05% +0.047 pp USD18.77 +0.0% 1 qtrs NEW
53 VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC 14.3K -2.2K (-13.2%) 267.5K +57.8K (+27.6%) 0.06% -0.009 pp 0.00% +0.001 pp USD16.80 +11.7% 3 qtrs
54 EXCHANGE TRADED CONCEPTS, LLC 13.5K -5.2K (-27.9%) 252.5K +14.2K (+6.0%) 0.06% -0.022 pp 0.00% 0.000 pp USD19.69 -4.7% 7 qtrs
55 13.4K +13.4K (+100.0%) 252.1K +252.1K (+100.0%) 0.06% +0.060 pp 0.05% +0.054 pp USD18.77 +0.0% 1 qtrs NEW
56 CITADEL ADVISORS LLC 12.2K +12.2K (+100.0%) 229.0K +229.0K (+100.0%) 0.05% +0.055 pp 0.00% +0.000 pp USD18.77 +0.0% 1 qtrs NEW
57 TWO SIGMA ADVISERS, LP 11.5K +11.5K (+100.0%) 215.9K +215.9K (+100.0%) 0.05% +0.051 pp 0.00% +0.000 pp USD18.77 +0.0% 1 qtrs NEW
58 STIFEL FINANCIAL CORP 10.7K -4.9K (-31.5%) 200.3K +1.1K (+0.5%) 0.05% -0.020 pp 0.00% +0.000 pp USD39.41 -52.4% 16 qtrs
59 CWM, LLC 9.2K -2.9K (-24.0%) 172.0K +18.0K (+11.7%) 0.04% -0.012 pp 0.00% +0.000 pp USD15.49 +21.2% 9 qtrs
60 METLIFE INVESTMENT MANAGEMENT, LLC 7.0K -4.7K (-40.0%) 131.0K -17.6K (-11.9%) 0.03% -0.019 pp 0.00% 0.000 pp USD34.31 -45.3% 33 qtrs
61 JPMORGAN CHASE & CO 6.0K -458.0 (-7.0%) 113.5K +30.4K (+36.5%) 0.03% -0.002 pp 0.00% +0.000 pp USD25.52 -26.4% 39 qtrs
62 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 5.5K -388.0 (-6.6%) 103.5K +28.1K (+37.2%) 0.03% -0.001 pp 0.00% +0.000 pp USD22.35 -16.0% 7 qtrs
63 NEW YORK STATE COMMON RETIREMENT FUND 4.4K -1.4K (-24.1%) 83.0K +8.6K (+11.5%) 0.02% -0.005 pp 0.00% +0.000 pp USD32.96 -43.1% 43 qtrs
64 ROYAL BANK OF CANADA 4.4K -20.5K (-82.4%) 82.0K -235.0K (-74.1%) 0.02% -0.090 pp 0.00% +0.000 pp USD19.80 -5.2% 45 qtrs
65 COPELAND CAPITAL MANAGEMENT, LLC 3.5K +3.5K (+100.0%) 65.0K +65.0K (+100.0%) 0.02% +0.016 pp 0.00% +0.002 pp USD18.77 +0.0% 1 qtrs NEW
66 GREAT WEST LIFE ASSURANCE CO /CAN/ 3.2K +3.2K (+100.0%) 60.0K +60.0K (+100.0%) 0.01% +0.014 pp 0.00% +0.000 pp USD18.77 +0.0% 1 qtrs NEW
67 AVISO FINANCIAL INC. 3.1K +73.0 (+2.4%) 58.6K +19.6K (+50.4%) 0.01% +0.001 pp 0.00% +0.001 pp USD20.02 -6.2% 7 qtrs
68 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 3.0K +— (+0.0%) 56.5K +18.0K (+46.9%) 0.01% +0.001 pp 0.00% +0.000 pp USD17.64 +6.4% 5 qtrs
69 MEEDER ASSET MANAGEMENT INC 2.9K -4.1K (-58.6%) 54.1K -34.9K (-39.2%) 0.01% -0.018 pp 0.00% -0.002 pp USD22.86 -17.9% 6 qtrs
70 BNP PARIBAS ARBITRAGE, SNC 2.6K +129.0 (+5.2%) 49.3K +17.4K (+54.5%) 0.01% +0.001 pp 0.00% +0.000 pp USD19.07 -1.6% 49 qtrs
71 QUADRANT CAPITAL GROUP LLC 2.6K +2.0K (+315.9%) 48.5K +40.5K (+510.8%) 0.01% +0.009 pp 0.00% +0.001 pp USD17.33 +8.3% 7 qtrs
72 RUSSELL INVESTMENTS GROUP, LTD. 2.2K +211.0 (+10.6%) 41.4K +15.9K (+62.4%) 0.01% +0.001 pp 0.00% +0.000 pp USD18.79 -0.1% 12 qtrs
73 SIMPLEX TRADING, LLC 2.0K +2.0K (+100.0%) 36.7K +36.7K (+100.0%) 0.01% +0.009 pp 0.00% +0.000 pp USD18.77 +0.0% 1 qtrs NEW
74 VESTCOR INC 1.8K +— (+0.0%) 34.0K +11.0K (+47.8%) 0.01% +0.000 pp 0.00% +0.000 pp USD41.89 -55.2% 13 qtrs
75 HUNTINGTON NATIONAL BANK 1.4K +308.0 (+27.4%) 26.9K +12.5K (+87.0%) 0.01% +0.001 pp 0.00% +0.000 pp USD28.92 -35.1% 19 qtrs
76 FMR LLC 1.3K -12.0K (-89.9%) 25.2K -145.0K (-85.2%) 0.01% -0.053 pp 0.00% +0.000 pp USD17.69 +6.1% 30 qtrs
77 PARALLEL ADVISORS, LLC 1.3K +354.0 (+38.8%) 23.8K +12.1K (+103.8%) 0.01% +0.002 pp 0.00% +0.000 pp USD18.62 +0.8% 12 qtrs
78 STATE OF ALASKA, DEPARTMENT OF REVENUE 1.3K +— (+0.0%) 23.0K +7.0K (+43.8%) 0.01% +0.000 pp 0.00% +0.000 pp USD12.78 +46.9% 2 qtrs
79 LEGAL & GENERAL GROUP PLC 1.1K -262.0 (-18.7%) 21.3K +3.5K (+19.4%) 0.01% -0.001 pp 0.00% +0.000 pp USD35.28 -46.8% 37 qtrs
80 EVERSOURCE WEALTH ADVISORS, LLC 1.1K -162.0 (-12.9%) 20.6K +4.5K (+28.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD16.78 +11.9% 5 qtrs
81 WEALTHCOLLAB, LLC 1.1K +36.0 (+3.5%) 20.1K +6.9K (+52.0%) 0.00% +0.000 pp 0.01% +0.002 pp USD18.61 +0.9% 9 qtrs
82 GAMMA INVESTING LLC 1.0K +300.0 (+42.0%) 19.0K +9.9K (+108.6%) 0.00% +0.001 pp 0.00% +0.001 pp USD14.64 +28.2% 7 qtrs
83 AMERITAS INVESTMENT PARTNERS, INC. 982.00 -430.0 (-30.5%) 18.4K +387.0 (+2.1%) 0.00% -0.002 pp 0.00% +0.000 pp USD36.57 -48.7% 36 qtrs
84 SIGNATUREFD, LLC 937.00 -403.0 (-30.1%) 17.6K +462.0 (+2.7%) 0.00% -0.002 pp 0.00% +0.000 pp USD18.83 -0.3% 23 qtrs
85 PNC FINANCIAL SERVICES GROUP, INC. 879.00 -229.0 (-20.7%) 16.5K +2.3K (+16.5%) 0.00% -0.001 pp 0.00% +0.000 pp USD16.93 +10.9% 8 qtrs
86 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 732.00 -379.0 (-34.1%) 13.7K -459.0 (-3.2%) 0.00% -0.002 pp 0.00% +0.000 pp USD28.45 -34.0% 51 qtrs
87 TOWER RESEARCH CAPITAL LLC (TRC) 651.00 -358.0 (-35.5%) 12.2K -676.0 (-5.2%) 0.00% -0.002 pp 0.00% 0.000 pp USD18.98 -1.1% 23 qtrs
88 ADVISOR GROUP HOLDINGS, INC. 600.00 -149.0 (-19.9%) 11.3K +454.0 (+4.2%) 0.00% -0.001 pp 0.00% +0.000 pp USD28.81 -34.8% 24 qtrs
89 PINNACLE WEALTH PLANNING SERVICES, INC. 564.00 +564.0 (+100.0%) 10.6K +10.6K (+100.0%) 0.00% +0.003 pp 0.00% +0.001 pp USD18.77 +0.0% 1 qtrs NEW
90 IFP ADVISORS, INC 436.00 -144.0 (-24.8%) 8.2K +772.0 (+10.4%) 0.00% -0.001 pp 0.00% +0.000 pp USD40.36 -53.5% 26 qtrs
91 FARTHER FINANCE ADVISORS, LLC 376.00 +145.0 (+62.8%) 7.1K +4.1K (+139.1%) 0.00% +0.001 pp 0.00% +0.000 pp USD18.75 +0.1% 13 qtrs
92 AMALGAMATED BANK 373.00 -109.0 (-22.6%) 7.0K +1.0K (+16.7%) 0.00% -0.001 pp 0.00% +0.000 pp USD40.04 -53.1% 16 qtrs
93 ALLWORTH FINANCIAL LP 368.00 -872.0 (-70.3%) 6.9K -8.9K (-56.4%) 0.00% -0.004 pp 0.00% +0.000 pp USD14.13 +32.8% 8 qtrs
94 DEUTSCHE BANK AG\ 306.00 -10.7K (-97.2%) 5.7K -135.5K (-95.9%) 0.00% -0.047 pp 0.00% +0.000 pp USD31.17 -39.8% 50 qtrs
95 CITIGROUP INC 305.00 -2.3K (-88.4%) 5.7K -28.0K (-83.0%) 0.00% -0.010 pp 0.00% +0.000 pp USD30.15 -37.7% 51 qtrs
96 OPTIVER HOLDING B.V. 224.00 +— (+0.0%) 4.2K +1.3K (+46.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD12.78 +46.9% 2 qtrs
97 VERSANT CAPITAL MANAGEMENT, INC 186.00 -1.7K (-89.9%) 3.5K -20.1K (-85.2%) 0.00% -0.007 pp 0.00% -0.003 pp USD16.26 +15.4% 5 qtrs
98 MASSMUTUAL TRUST CO FSB/ADV 184.00 -186.0 (-50.3%) 3.5K -1.3K (-27.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD17.17 +9.3% 7 qtrs
99 NISA INVESTMENT ADVISORS, LLC 139.00 -598.0 (-81.1%) 2.6K -6.9K (-72.3%) 0.00% -0.003 pp 0.00% +0.000 pp USD23.18 -19.0% 13 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 82 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 ALPS Dynamic US Dividend Advantage ETF RFDA 1.16% 1.02M 0.52%
2 Acquirers Small and Micro Deep Value ETF DEEP 0.99% 271.2K 0.80%
3 Hartford Multifactor Small Cap ETF ROSC 0.42% 259.1K 0.34%
4 Acuitas Small Cap Active ETF AIMS 0.26% 195.0K 0.75%
5 WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS 0.25% 971.6K 0.38%
6 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.13% 322.6K 0.12%
7 WisdomTree U.S. SmallCap Dividend Fund DES 0.12% 2.55M 0.38%
8 iShares Micro-Cap ETF IWC 0.06% 862.6K 0.60%
9 Franklin U.S. Small Cap Multifactor Index ETF FLQS 0.04% 21.4K 0.35%
10 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.04% 420.1K 0.20%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
6.00
Bullish
Ratio by volume
3.00
Bullish
Buys
6
Sells
1
Shares acquired
194.8K
Shares disposed
9.1K
Cash buys
1.00
Cash sales
Net activity
+185,638
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
2026-03-12 Rau Jason Russell Officer A-Award A Common Stock 60,000 0.00 60,000 D
2026-02-17 HARRISON SHANE R Officer P-Purchase A Common Stock 8,000 12.27 98.2K 8,000 I
2026-01-22 Lockhart Stephen H Director A-Award A Director Stock Option (Right to Buy) 8,819 22.01 194.1K 8,819 D
2026-01-22 Bhandari Parul Director A-Award A Director Stock Option (Right to Buy) 8,819 22.01 194.1K 8,819 D
2026-01-05 Hays Michael D. Director / Officer M-Exempt A Common Stock 9,145 15.23 139.3K 20,154 D
2026-01-05 Burik David Officer A-Award A Common Stock 100,000 0.00 100,000 D
2025-12-29 HARRISON SHANE R Officer F-InKind D Common Stock 21,271 18.66 396.9K 150,729 D
2025-12-15 Hrdy Helen Officer F-InKind D Common Stock 11,244 17.64 198.3K 140,518 D
2025-10-17 Wheeler Penny Ann Director A-Award A Director Stock Option (Right to Buy) 22,625 11.61 262.7K 22,625 D
2025-10-17 NUNNELLY JOHN N Director A-Award A Director Stock Option (Right to Buy) 22,625 11.61 262.7K 22,625 D
2025-10-17 Berwick Donald M Director A-Award A Director Stock Option (Right to Buy) 22,625 11.61 262.7K 22,625 D
2025-10-15 Rau Jason Russell 0 0.00 0
2025-09-29 HARRISON SHANE R Officer A-Award A Common Stock 172,000 0.00 172,000 D
2025-07-31 Freeman Jordan Nicole Officer P-Purchase A Common Stock 771 12.97 10.0K 771 D
2025-06-01 Green Trent S Director / Officer A-Award A Common Stock 500,000 0.00 500,000 D
2025-05-12 BEANS PATRICK E 10% Owner P-Purchase A Common Stock 2,500 13.59 34.0K 35,003 D
2025-05-07 Wheeler Penny Ann Director A-Award A Director Stock Option (Right to Buy) 34,917 13.09 457.1K 34,917 D
2025-05-07 NUNNELLY JOHN N Director A-Award A Director Stock Option (Right to Buy) 34,917 13.09 457.1K 34,917 D
2025-05-07 Lockhart Stephen H Director A-Award A Director Stock Option (Right to Buy) 34,917 13.09 457.1K 34,917 D
2025-05-07 Bhandari Parul Director A-Award A Director Stock Option (Right to Buy) 34,917 13.09 457.1K 34,917 D
2025-05-07 Berwick Donald M Director A-Award A Director Stock Option (Right to Buy) 34,917 13.09 457.1K 34,917 D
2025-04-18 Freeman Jordan Nicole 0 0.00 0
2025-04-07 Monnich Andrew Officer A-Award A Common Stock 100,000 0.00 100,000 D
2025-04-07 Hrdy Helen Officer A-Award A Common Stock 100,000 0.00 139,416 D
2025-02-26 Stacy Linda 0 0.00 0
2025-01-10 Hays Michael D. Director / Officer A-Award A Employee Stock Option (right to buy) 11,021 17.34 191.1K 11,021 D
2025-01-03 RAASCH JONA S Officer D Employee Stock Option (right to buy) 6,839 65.80 450.0K 0
2025-01-03 Hrdy Helen Officer D Employee Stock Option (right to buy) 5,699 65.80 375.0K 0
2025-01-02 Hays Michael D. Director / Officer M-Exempt D Employee Stock Option (right to buy) 10,014 13.17 131.9K 0 D
2024-12-31 Common Property Trust 10% Owner G-Gift A Common Stock 4,755,317 0.00 4,755,317 I
2024-12-31 Amandla MK Trust 10% Owner G-Gift D Common Stock 4,755,317 0.00 0 I
2024-05-08 Wheeler Penny Ann Director A-Award A Director Stock Option (Right to Buy) 10,906 29.76 324.6K 10,906
2024-05-08 NUNNELLY JOHN N Director A-Award A Director Stock Option (Right to Buy) 10,906 29.76 324.6K 10,906
2024-05-08 Lockhart Stephen H Director A-Award A Director Stock Option (Right to Buy) 10,906 29.76 324.6K 10,906
2024-05-08 Bhandari Parul Director A-Award A Director Stock Option (Right to Buy) 10,906 29.76 324.6K 10,906
2024-05-08 Berwick Donald M Director A-Award A Director Stock Option (Right to Buy) 10,906 29.76 324.6K 10,906
2024-03-31 Stacy Linda 0 0.00 0
2024-03-27 NUNNELLY JOHN N Director F-InKind D Common Stock 3,487 39.70 138.4K 32,666
2024-03-01 Common Property Trust 10% Owner S-Sale D Common Stock 598,653 40.54 24.27M 3,854,284
2024-01-16 Monnich Andrew 0 0.00 0
2024-01-16 Louvion Christophe 0 0.00 0
2024-01-16 Hahn Jason 0 0.00 0
2024-01-05 Amandla MK Trust 10% Owner S-Sale D Common Stock 2,614 40.20 105.1K 3,831,362
2024-01-04 Amandla MK Trust 10% Owner S-Sale D Common Stock 4,600 41.22 189.6K 3,833,976
2024-01-03 RAASCH JONA S Officer D Employee Stock Option (right to buy) 11,749 38.30 450.0K 0
2024-01-03 Hrdy Helen Officer D Employee Stock Option (right to buy) 8,420 38.30 322.5K 0
2024-01-03 Common Property Trust 10% Owner S-Sale D Common Stock 364,625 41.53 15.14M 4,452,937
2024-01-03 Amandla MK Trust 10% Owner S-Sale D Common Stock 120,139 41.77 5.02M 3,838,576
2024-01-02 Hays Michael D. Director / Officer M-Exempt A Common Stock 2,904 18.80 54.6K 2,904
2024-01-02 Amandla MK Trust 10% Owner S-Sale D Common Stock 180,500 40.21 7.26M 3,979,315
2023-12-14 Amandla MK Trust 10% Owner S-Sale D Common Stock 600 41.59 25.0K 4,159,815
2023-12-13 Amandla MK Trust 10% Owner S-Sale D Common Stock 3,779 41.55 157.0K 4,160,415
2023-12-12 Amandla MK Trust 10% Owner S-Sale D Common Stock 21,884 41.55 909.3K 4,164,194
2023-12-11 Amandla MK Trust 10% Owner S-Sale D Common Stock 37,638 41.56 1.56M 4,186,078
2023-12-08 Amandla MK Trust 10% Owner S-Sale D Common Stock 12,328 41.55 512.2K 4,223,716
2023-12-07 Amandla MK Trust 10% Owner S-Sale D Common Stock 4,738 41.56 196.9K 4,236,044
2023-12-06 Amandla MK Trust 10% Owner S-Sale D Common Stock 952 41.60 39.6K 4,240,782
2023-12-05 Amandla MK Trust 10% Owner S-Sale D Common Stock 1,498 41.60 62.3K 4,241,734
2023-12-04 Amandla MK Trust 10% Owner S-Sale D Common Stock 100 41.60 4.2K 4,243,232
2023-11-22 Amandla MK Trust 10% Owner S-Sale D Common Stock 627 42.08 26.4K 4,243,332
2023-11-21 Amandla MK Trust 10% Owner S-Sale D Common Stock 100 42.05 4.2K 4,243,959
2023-11-20 Amandla MK Trust 10% Owner S-Sale D Common Stock 57 42.10 2.4K 4,244,059
2023-11-15 Amandla MK Trust 10% Owner S-Sale D Common Stock 403 42.10 17.0K 4,244,116
2023-10-11 Amandla MK Trust 10% Owner S-Sale D Common Stock 1,601 44.91 71.9K 4,244,519
2023-06-26 Amandla MK Trust 10% Owner S-Sale D Common Stock 200 45.19 9.0K 4,246,120
2023-06-23 Amandla MK Trust 10% Owner S-Sale D Common Stock 1,891 45.04 85.2K 4,246,320
2023-06-21 Amandla MK Trust 10% Owner S-Sale D Common Stock 400 45.00 18.0K 4,248,211
2023-06-20 Amandla MK Trust 10% Owner S-Sale D Common Stock 18,946 45.01 852.7K 4,248,611
2023-06-16 Amandla MK Trust 10% Owner S-Sale D Common Stock 29,227 45.04 1.32M 4,267,557
2023-06-15 Amandla MK Trust 10% Owner S-Sale D Common Stock 800 45.08 36.1K 4,296,784
2023-06-14 Amandla MK Trust 10% Owner S-Sale D Common Stock 3,000 45.05 135.2K 4,297,584
2023-06-13 Amandla MK Trust 10% Owner S-Sale D Common Stock 200 45.02 9.0K 4,300,584
2023-06-12 Amandla MK Trust 10% Owner S-Sale D Common Stock 1,800 45.05 81.1K 4,300,784
2023-06-09 Amandla MK Trust 10% Owner S-Sale D Common Stock 5,288 45.04 238.2K 4,302,584
2023-06-08 Amandla MK Trust 10% Owner S-Sale D Common Stock 5,638 45.38 255.9K 4,309,572
2023-06-07 Amandla MK Trust 10% Owner S-Sale D Common Stock 4,780 45.52 217.6K 4,326,774
2023-06-06 Amandla MK Trust 10% Owner S-Sale D Common Stock 21,085 45.53 959.9K 4,331,554
2023-06-05 Amandla MK Trust 10% Owner S-Sale D Common Stock 1,200 45.11 54.1K 4,352,639
2023-06-02 Amandla MK Trust 10% Owner S-Sale D Common Stock 12,255 45.39 556.2K 4,353,839
2023-06-01 Amandla MK Trust 10% Owner S-Sale D Common Stock 5,424 45.00 244.1K 4,366,094
2023-05-31 Amandla MK Trust 10% Owner S-Sale D Common Stock 3,416 45.14 154.2K 4,371,518
2023-05-23 Amandla MK Trust 10% Owner S-Sale D Common Stock 29,000 45.00 1.31M 4,374,934
2023-05-11 Wheeler Penny Ann Director A-Award A Director Stock Option (Right to Buy) 7,386 43.15 318.7K 7,386
2023-05-11 NUNNELLY JOHN N Director A-Award A Director Stock Option (Right to Buy) 7,386 43.15 318.7K 7,386
2023-05-11 Lockhart Stephen H Director A-Award A Director Stock Option (Right to Buy) 7,386 43.15 318.7K 7,386
2023-05-11 Bhandari Parul Director A-Award A Director Stock Option (Right to Buy) 7,386 43.15 318.7K 7,386
2023-05-11 Berwick Donald M Director A-Award A Director Stock Option (Right to Buy) 7,386 43.15 318.7K 7,386
2023-04-24 Amandla MK Trust 10% Owner S-Sale D Common Stock 400 45.07 18.0K 4,403,934
2023-04-21 Amandla MK Trust 10% Owner S-Sale D Common Stock 900 45.01 40.5K 4,404,334
2023-04-03 RAASCH JONA S Officer S-Sale D Common Stock 6,288 44.10 277.3K 1,688
2023-03-31 RAASCH JONA S Officer S-Sale D Common Stock 17,643 43.43 766.2K 7,976
2023-03-30 RAASCH JONA S Officer S-Sale D Common Stock 15,000 42.95 644.3K 25,619
2023-03-29 RAASCH JONA S Officer S-Sale D Common Stock 10,000 44.30 443.0K 40,619
2023-03-27 Hays Michael D. Director / Officer G-Gift D Common Stock 45,040 0.00 0
2023-03-27 Common Property Trust 10% Owner G-Gift A Common Stock 45,040 0.00 4,817,562
2023-02-28 Karas Kevin R Officer S-Sale D Common Stock 2,319 45.34 105.1K 5,384
2023-02-27 Karas Kevin R Officer S-Sale D Common Stock 2,437 45.51 110.9K 7,703
2023-02-24 Karas Kevin R Officer S-Sale D Common Stock 7,156 45.84 328.0K 10,140
2023-02-17 Amandla MK Trust 10% Owner S-Sale D Common Stock 4,253 47.04 200.0K 4,405,234
2023-02-16 Amandla MK Trust 10% Owner S-Sale D Common Stock 1,952 47.02 91.8K 4,409,487
2023-02-07 Amandla MK Trust 10% Owner S-Sale D Common Stock 100 47.03 4.7K 4,411,439
2023-02-02 Amandla MK Trust 10% Owner S-Sale D Common Stock 100 47.34 4.7K 4,411,539
2023-01-09 Amandla MK Trust Director S-Sale D Common Stock 6,370 40.72 259.4K 4,411,639
2023-01-04 RAASCH JONA S Officer A-Award A Employee Stock Option (Right to Buy) 11,559 0.00 11,559
2023-01-04 Karas Kevin R Officer A-Award A Employee Stock Option (Right to Buy) 10,981 0.00 10,981
2023-01-04 Hrdy Helen Officer A-Award A Employee Stock Option (right to buy) 10,981 0.00 10,981
2023-01-04 Hays Michael D. Officer A-Award A Employee Stock Option (right to buy) 4,909 0.00 4,909
2023-01-03 RAASCH JONA S Officer D Employee Stock Option (right to buy) 12,228 36.80 450.0K 0
2023-01-03 Hrdy Helen Officer D Employee Stock Option (right to buy) 8,764 36.80 322.5K 0
2023-01-03 Hays Michael D. Officer M-Exempt D Employee Stock Option (right to buy) 10,938 0.00 0
2022-11-11 Amandla MK Trust Director S-Sale D Common Stock 207 40.54 8.4K 4,418,009
2022-11-01 Amandla MK Trust Director S-Sale D Common Stock 2,321 40.54 94.1K 4,418,216
2022-10-31 Amandla MK Trust Director S-Sale D Common Stock 45,195 40.57 1.83M 4,420,537
2022-10-28 Amandla MK Trust Director S-Sale D Common Stock 14,872 40.98 609.5K 4,465,732
2022-10-27 Amandla MK Trust Director S-Sale D Common Stock 23,038 40.55 934.2K 4,480,604
2022-10-26 Amandla MK Trust Director S-Sale D Common Stock 9,498 40.61 385.7K 4,503,642
2022-10-25 Amandla MK Trust Director S-Sale D Common Stock 4,188 40.61 170.1K 4,513,140
2022-10-24 Amandla MK Trust Director S-Sale D Common Stock 9,874 40.61 400.9K 4,517,328
2022-10-21 Amandla MK Trust Director S-Sale D Common Stock 8,755 40.59 355.4K 4,527,202
2022-10-20 Amandla MK Trust Director S-Sale D Common Stock 5,815 40.55 235.8K 4,535,957
2022-10-19 Amandla MK Trust Director S-Sale D Common Stock 9,089 40.85 371.3K 4,541,772
2022-10-18 Amandla MK Trust Director S-Sale D Common Stock 13,332 41.01 546.7K 4,551,604
2022-10-17 Amandla MK Trust Director S-Sale D Common Stock 9,720 40.63 394.9K 4,564,936
2022-10-14 Amandla MK Trust Director S-Sale D Common Stock 6,039 40.65 245.5K 4,574,656
2022-10-13 Amandla MK Trust Director S-Sale D Common Stock 36,137 40.85 1.48M 4,580,695
2022-10-12 Amandla MK Trust Director S-Sale D Common Stock 1,600 40.51 64.8K 4,616,832
2022-10-04 Amandla MK Trust Director S-Sale D Common Stock 11,294 40.74 460.1K 4,618,432
2022-10-03 Amandla MK Trust Director S-Sale D Common Stock 31,118 40.53 1.26M 4,629,726
2022-09-30 Amandla MK Trust Director S-Sale D Common Stock 795 40.59 32.3K 4,660,844
2022-09-29 RAASCH JONA S Officer F-InKind D Common Stock 12,318 40.66 500.8K 11,263
2022-09-14 Amandla MK Trust 10% Owner S-Sale D Common Stock 100,000 38.59 3.86M 4,661,639
2022-08-19 Hays Michael D. Director / Officer G-Gift D Common Stock 7,000 0.00 76,095
2022-06-09 Amandla MK Trust Director S-Sale D Common Stock 246,378 36.00 8.87M 4,761,639
2022-05-20 Hays Michael D. Director / Officer G-Gift D Common Stock 19,000 0.00 83,095
2022-05-18 Wheeler Penny Ann Director A-Award A Director Stock Option (Right to Buy) 12,078 0.00 12,078
2022-05-18 NUNNELLY JOHN N Director A-Award A Director Stock Option (Right to Buy) 12,078 0.00 12,078
2022-05-18 Lockhart Stephen H Director A-Award A Director Stock Option (Right to Buy) 12,078 0.00 12,078
2022-05-18 Bhandari Parul Director A-Award A Director Stock Option (Right to Buy) 12,078 0.00 12,078
2022-05-18 Berwick Donald M Director A-Award A Director Stock Option (Right to Buy) 12,078 32.46 392.1K 12,078
2022-04-21 Amandla MK Trust Director S-Sale D Common Stock 100 39.87 4.0K 5,931,972
2022-04-19 Amandla MK Trust Director S-Sale D Common Stock 1,322 39.90 52.7K 5,934,272
2022-04-07 Amandla MK Trust Director S-Sale D Common Stock 1,800 40.48 72.9K 5,936,194
2022-04-06 Amandla MK Trust Director S-Sale D Common Stock 8,137 40.71 331.3K 5,937,994
2022-04-04 Amandla MK Trust Director S-Sale D Common Stock 5,627 40.39 227.3K 5,946,131
2022-01-04 RAASCH JONA S Officer A-Award A Employee Stock Option (Right to Buy) 10,651 42.25 450.0K 10,651
2022-01-04 Karas Kevin R Officer A-Award A Employee Stock Option (Right to Buy) 10,118 42.25 427.5K 10,118
2022-01-04 Hrdy Helen Officer D Employee Stock Option (right to buy) 12,619 18.80 237.2K 0
2022-01-04 Hays Michael D. Director / Officer A-Award A Employee Stock Option (right to buy) 4,523 42.25 191.1K 4,523
2021-12-31 Hays Michael D. Director / Officer 0 0.00 0
2021-12-28 Hrdy Helen Officer M-Exempt A Common Stock 13,520 13.17 178.1K 46,345
2021-12-28 Amandla MK Trust 10% Owner S-Sale D Common Stock 4,886 42.76 208.9K 5,954,258
2021-12-27 Amandla MK Trust 10% Owner S-Sale D Common Stock 164 42.50 7.0K 5,959,144
2021-12-22 Hays Michael D. Director / Officer M-Exempt D Employee Stock Option (right to buy) 14,949 10.75 160.7K 0
2021-12-17 Amandla MK Trust 10% Owner S-Sale D Common Stock 5,845 42.57 248.8K 5,959,308
2021-12-13 Amandla MK Trust 10% Owner S-Sale D Common Stock 18,386 42.66 784.4K 5,965,153
2021-12-10 Amandla MK Trust 10% Owner S-Sale D Common Stock 45,183 42.60 1.92M 5,983,539
2021-12-07 Amandla MK Trust 10% Owner S-Sale D Common Stock 8,640 43.33 374.4K 6,028,722
2021-12-06 Amandla MK Trust 10% Owner S-Sale D Common Stock 11,343 43.01 487.8K 6,037,362
2021-12-03 Amandla MK Trust 10% Owner S-Sale D Common Stock 118,631 42.44 5.04M 6,048,705
2021-11-05 Amandla MK Trust 10% Owner S-Sale D Common Stock 100 49.00 4.9K 6,167,336
2021-11-03 Amandla MK Trust 10% Owner S-Sale D Common Stock 50,000 50.06 2.50M 6,167,436
2021-09-02 Amandla MK Trust 10% Owner S-Sale D Common Stock 11,997 54.16 649.8K 6,217,436
2021-09-01 Amandla MK Trust 10% Owner S-Sale D Common Stock 4,157 54.03 224.6K 6,229,433
2021-08-31 Amandla MK Trust 10% Owner S-Sale D Common Stock 3,029 54.00 163.6K 6,233,590
2021-08-30 Amandla MK Trust 10% Owner S-Sale D Common Stock 817 54.15 44.2K 6,236,619
2021-08-09 Karas Kevin R Officer S-Sale D Common Stock 5,000 53.16 265.8K 17,296
2021-07-12 Hays Michael D. Director / Officer G-Gift D Common Stock 10,500 0.00 128,595
2021-06-29 Wheeler Penny Ann Director A-Award A Director Stock Option (Right to Buy) 7,289 46.32 337.6K 7,289
2021-06-29 NUNNELLY JOHN N Director A-Award A Director Stock Option (Right to Buy) 7,289 46.32 337.6K 7,289
2021-06-29 MARTIN JOANN M Director A-Award A Director Stock Option (Right to Buy) 7,289 46.32 337.6K 7,289
2021-06-29 Lockhart Stephen H Director A-Award A Director Stock Option (Right to Buy) 7,289 46.32 337.6K 7,289
2021-06-29 Berwick Donald M Director A-Award A Director Stock Option (Right to Buy) 7,289 46.32 337.6K 7,289
2021-05-25 Amandla MK Trust 10% Owner S-Sale D Common Stock 10,647 50.01 532.5K 6,237,436
2021-05-24 Amandla MK Trust 10% Owner S-Sale D Common Stock 5,638 49.98 281.8K 6,248,083
2021-05-21 Amandla MK Trust 10% Owner S-Sale D Common Stock 11,334 50.96 577.6K 6,253,721
2021-05-18 Wheeler Penny Ann Director A-Award A Director Stock Option (Right to Buy) 6,822 48.97 334.1K 6,822
2021-05-18 Lockhart Stephen H Director A-Award A Director Stock Option (Right to Buy) 6,822 48.97 334.1K 6,822
2021-05-11 Wheeler Penny Ann Director 0 0.00 0
2021-05-11 Lockhart Stephen H Director 0 0.00 0
2021-05-04 Amandla MK Trust 10% Owner S-Sale D Common Stock 1,233 51.14 63.1K 6,265,055
2021-05-03 Amandla MK Trust 10% Owner S-Sale D Common Stock 1,548 51.95 80.4K 6,266,288
2021-04-30 Amandla MK Trust 10% Owner S-Sale D Common Stock 14,742 51.07 752.9K 6,267,836
2021-04-29 Amandla MK Trust 10% Owner S-Sale D Common Stock 30,700 50.38 1.55M 6,282,578
2021-04-28 Amandla MK Trust 10% Owner S-Sale D Common Stock 50,000 49.36 2.47M 6,313,278
2021-03-23 Karas Kevin R Officer M-Exempt A Common Stock 19,313 13.17 254.4K 35,031
2021-03-11 K/I/E Trust Under Agreement 10/24/18 10% Owner S-Sale D Common Stock 4,751,522 51.00 242.33M 0
2021-03-11 Common Property Trust 10% Owner I Common Stock 0 0.00 4,772,522
2021-03-03 Amandla MK Trust 10% Owner S-Sale D Common Stock 740 54.06 40.0K 6,363,278
2021-03-02 Amandla MK Trust 10% Owner S-Sale D Common Stock 57,527 54.18 3.12M 6,364,018
2021-02-12 MARTIN JOANN M Director S-Sale D Common Stock 5,000 50.66 253.3K 138,955
2021-01-08 MARTIN JOANN M Director G-Gift D Common Stock 28,000 0.00 143,955
2021-01-05 RAASCH JONA S Officer D Employee Stock Option (right to buy) 21,535 15.23 328.0K 0
2021-01-05 Karas Kevin R Officer A-Award D Employee Stock Option (Right to Buy) 9,960 42.92 427.5K 9,960
2021-01-05 Hrdy Helen Officer A-Award A Employee Stock Option (right to buy) 9,960 42.92 427.5K 9,960
2021-01-05 Hays Michael D. Director / Officer A-Award A Employee Stock Option (right to buy) 4,452 42.92 191.1K 4,452
2021-01-04 Hays Michael D. Director / Officer M-Exempt A Common Stock 17,745 9.14 162.2K 57,749
2020-12-31 MARTIN JOANN M Director 0 0.00 0
2020-12-31 Hays Michael D. Director / Officer I Common Stock 0 0.00 139,095
2020-11-18 MARTIN JOANN M Director M-Exempt D Director Stock Option (Right to Buy) 36,000 16.89 608.0K 0
2020-11-17 RAASCH JONA S Officer I Common Stock 0 0.00 50,619

Executive team

Top executives
EBIT / Employee
61.4K
Shares Outstanding
22.54M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Christophe Louvion Former Chief Product Technology Officer 376.9K 350.0K 1.14M 7.6K 1.87M 60.77%
2 2024 Helen L. Hrdy Chief Operating Officer 397.8K 3.5K 1.14M 6.6K 1.55M 73.61%
3 2024 Jason Hahn Former Chief Revenue Officer 384.6K 1.14M 4.2K 1.53M 74.53%
4 2024 Kevin R. Karas Former Senior Vice President- Finance, Chief Financial Officer, Treasurer, and Secretary 76.7K 347.9K 424.6K 0.00%
5 2024 Linda Stacy Former Principal Accounting Officer, Principal Financial Officer, and Secretary and Current Principal Financial Officer 245.4K 7.5K 252.9K 0.00%
6 2024 Michael D. Hays Chief Executive Officer, President 127.4K 55.0K 2.5K 184.9K 29.75%
7 2023 Kevin R. Karas Former Senior Vice President- Finance, Chief Financial Officer, Treasurer, and Secretary 285.0K 144.2K 7.4K 436.6K 33.02%
8 2023 Helen L. Hrdy Chief Customer Officer 285.0K 144.2K 6.5K 435.7K 33.09%
9 2023 Helen L. Hrdy Chief Operating Officer 285.0K 144.2K 6.5K 435.7K 33.09%
10 2023 Jona S. Raasch Former Chief Operating Officer 253.8K 151.8K 6.6K 412.2K 36.82%
11 2023 Michael D. Hays Chief Executive Officer, President 127.4K 64.5K 3.7K 195.6K 32.96%
12 2023 Michael D. Hays Chief Executive Officer President 127.4K 64.5K 3.7K 195.6K 32.96%
13 2022 Jona S. Raasch Former Chief Operating Officer 300.0K 116.6K 8.0K 424.6K 27.47%
14 2022 Jona S. Raasch Chief Operating Officer 300.0K 116.6K 8.0K 424.6K 27.47%
15 2022 Kevin R. Karas Senior Vice President Finance, Chief Financial Officer, Treasurer and Secretary 285.0K 110.8K 7.8K 403.6K 27.45%
16 2022 Kevin R. Karas Former Senior Vice President- Finance, Chief Financial Officer, Treasurer, and Secretary 285.0K 110.8K 7.8K 403.6K 27.45%
17 2022 Helen L. Hrdy Chief Growth Officer 285.0K 110.8K 6.3K 402.1K 27.55%
18 2022 Helen L. Hrdy Chief Operating Officer 285.0K 110.8K 6.3K 402.1K 27.55%
19 2022 Helen L. Hrdy Chief Customer Officer 285.0K 110.8K 6.3K 402.1K 27.55%
20 2022 Michael D. Hays Chief Executive Officer President 127.4K 49.5K 4.2K 181.2K 27.34%
21 2022 Michael D. Hays Chief Executive Officer, President 127.4K 49.5K 4.2K 181.2K 27.34%
22 2021 Jona S. Raasch Chief Operating Officer 300.0K 116.8K 84.0K 5.4K 506.2K 23.08%
23 2021 Jona S. Raasch Former Chief Operating Officer 300.0K 116.8K 84.0K 5.4K 506.2K 23.08%
24 2021 Helen L. Hrdy Chief Growth Officer 285.0K 111.0K 79.8K 6.9K 482.7K 22.99%
25 2021 Helen L. Hrdy Chief Customer Officer 285.0K 111.0K 79.8K 6.9K 482.7K 22.99%
26 2021 Kevin R. Karas Former Senior Vice President- Finance, Chief Financial Officer, Treasurer, and Secretary 285.0K 111.0K 79.8K 6.8K 482.6K 22.99%
27 2021 Kevin R. Karas Senior Vice President Finance, Chief Financial Officer, Treasurer and Secretary 285.0K 111.0K 79.8K 6.8K 482.6K 22.99%
28 2021 Michael D. Hays Chief Executive Officer President 127.4K 49.6K 35.7K 4.4K 217.1K 22.84%
29 2021 Michael D. Hays Chief Executive Officer and President 127.4K 49.6K 35.7K 4.4K 217.1K 22.84%
30 2020 Jona S. Raasch Chief Operating Officer 300.0K 141.9K 147.0K 6.9K 595.8K 23.82%
31 2020 Kevin R. Karas Senior Vice President Finance, Chief Financial Officer, Treasurer and Secretary 285.0K 134.8K 139.7K 6.9K 566.3K 23.80%
32 2020 Helen L. Hrdy Chief Growth Officer 285.0K 118.3K 139.7K 5.4K 548.3K 21.57%
33 2020 Steven D. Jackson Former President 225.0K 141.9K 20.4K 387.3K 36.64%
34 2020 Michael D. Hays Chief Executive Officer and President 127.4K 60.3K 62.4K 4.4K 254.5K 23.68%
35 2020 Michael D. Hays Chief Executive Officer President 127.4K 60.3K 62.4K 4.4K 254.5K 23.68%
36 2019 Steven D. Jackson President 300.0K 129.2K 111.3K 5.1K 545.6K 23.69%
37 2019 Steven D. Jackson Former President 300.0K 129.2K 111.3K 5.1K 545.6K 23.69%
38 2019 Kevin R. Karas Senior Vice President Finance, Chief Financial Officer, Treasurer and Secretary 285.0K 122.8K 105.7K 6.5K 520.0K 23.61%
39 2019 Michael D. Hays Chief Executive Officer President 127.4K 54.9K 47.3K 4.3K 233.9K 23.47%
40 2019 Michael D. Hays Chief Executive Officer and President 127.4K 54.9K 47.3K 4.3K 233.9K 23.47%
41 2019 Michael D. Hays Chief Executive Officer 127.4K 54.9K 47.3K 4.3K 233.9K 23.47%
42 2018 Steven D. Jackson President 300.0K 125.6K 246.0K 5.0K 676.6K 18.56%
43 2018 Steven D. Jackson Former President 300.0K 125.6K 246.0K 5.0K 676.6K 18.56%
44 2018 Kevin R. Karas Senior Vice President Finance, Chief Financial Officer, Treasurer and Secretary 285.0K 119.3K 233.7K 6.6K 644.6K 18.51%
45 2018 Michael D. Hays Chief Executive Officer President 127.4K 53.3K 104.5K 4.3K 289.5K 18.42%
46 2018 Michael D. Hays Chief Executive Officer 127.4K 53.3K 104.5K 4.3K 289.5K 18.42%
47 2017 Steven D. Jackson President 300.0K 98.9K 144.9K 4.8K 548.6K 18.03%
48 2017 Kevin R. Karas Senior Vice President Finance, Chief Financial Officer, Treasurer and Secretary 285.0K 94.0K 137.7K 5.7K 522.3K 18.00%
49 2017 Michael D. Hays Chief Executive Officer 127.4K 42.0K 61.5K 4.8K 235.8K 17.81%
50 2016 Steven D. Jackson President 300.0K 104.2K 175.8K 400.8K 980.9K 10.63%
51 2016 Financial Officer, Treasurer and Secretary Steven D. Jackson 300.0K 104.2K 175.8K 400.8K 980.9K 10.63%
52 2016 Kevin R. Karas Senior Vice President Finance, Chief Financial Officer, Treasurer and Secretary 283.6K 99.0K 167.0K 4.7K 554.4K 17.86%
53 2016 Kevin R. Karas Senior Vice President 283.6K 99.0K 167.0K 4.7K 554.4K 17.86%
54 2016 Michael D. Hays Chief Executive Officer 127.4K 44.3K 74.7K 2.1K 248.4K 17.82%
55 2015 Steven D. Jackson President 300.0K 1.05M 26.4K 3.9K 1.38M 76.07%
56 2015 Kevin R. Karas Senior Vice President Finance, Chief Financial Officer, Treasurer and Secretary 245.7K 91.9K 21.6K 2.9K 362.1K 25.37%
57 2015 Michael D. Hays Chief Executive Officer 127.4K 47.6K 11.2K 3.2K 189.4K 25.15%
58 2014 Kevin R. Karas Senior Vice President Finance, Chief Financial Officer, Treasurer and Secretary 234.0K 34.9K 155.1K 3.3K 439.0K 7.96%
59 2014 Kevin R. Karas Senior Vice President Finance, Chief 234.0K 34.9K 155.1K 3.3K 439.0K 7.96%
60 2014 Finance, Chief 234.0K 34.9K 155.1K 3.3K 439.0K 7.96%
61 2014 Michael D. Hays Chief Executive Officer 127.4K 19.0K 84.5K 2.6K 233.5K 8.14%
62 2014 Michael D. Hays Chief Executive Officer 127.4K 19.0K 84.5K 2.6K 233.5K 8.14%
63 2014 Susan L. Henricks President and Chief Operating Officer 96.2K 46.6K 3.4K 146.2K 31.87%
64 2013 Susan L. Henricks President and Chief Operating Officer 312.0K 92.2K 111.7K 4.7K 520.6K 17.71%
65 2013 Kevin R. Karas Senior Vice President Finance, Chief Financial Officer, Treasurer and Secretary 234.0K 69.1K 83.7K 5.8K 392.6K 17.61%
66 2013 Kevin R. Karas Senior Vice President Finance, Chief Financial Officer, Treasurer and Secretary 234.0K 69.1K 83.7K 5.8K 392.6K 17.61%
67 2013 Kevin R. Karas Senior Vice President Finance, Chief 234.0K 69.1K 83.7K 5.8K 392.6K 17.61%
68 2013 Michael D. Hays Chief Executive Officer 127.4K 37.6K 45.6K 3.2K 213.8K 17.61%
69 2013 Michael D. Hays Chief Executive Officer 127.4K 37.6K 45.6K 3.2K 213.8K 17.61%
70 2012 Susan L. Henricks President and Chief Operating Officer 300.0K 300.0K 333.3K 3.1K 936.4K 32.04%
71 2012 Kevin R. Karas Senior Vice President Finance, Chief 225.0K 57.7K 250.0K 5.6K 538.3K 10.72%
72 2012 Kevin R. Karas Senior Vice President Finance, Chief Financial Officer, Treasurer and Secretary 225.0K 57.7K 250.0K 5.6K 538.3K 10.72%
73 2012 Michael D. Hays Chief Executive Officer 127.4K 141.5K 3.1K 304.7K 0.00%
74 2011 Kevin R. Karas Senior Vice President Finance, Chief Financial Officer, Treasurer and Secretary 225.0K 223.5K 171.7K 59.7K 679.8K 32.87%
75 2011 Kevin R. Karas Senior Vice President Finance, Chief Financial Officer, Treasurer and Secretary 225.0K 223.5K 171.7K 59.7K 679.8K 32.87%
76 2011 Susan L. Henricks President and Chief Operating Officer 143.1K 361.5K 114.5K 1.3K 620.4K 58.27%
77 2011 Susan L. Henricks President and Chief Operating Officer 143.1K 38.9K 114.5K 1.3K 620.4K 6.27%
78 2011 Michael D. Hays Chief Executive Officer 127.4K 97.2K 2.4K 271.6K 0.00%
79 2010 Patrick E. Beans Vice President, Treasurer, Chief Financial Officer and Secretary 175.0K 53.5K 20.9K 4.1K 276.5K 19.34%
80 2010 Michael D. Hays Chief Executive Officer and President 127.4K 38.9K 3.0K 201.3K 19.34%
81 2009 Patrick E. Beans Treasurer, Chief and Secretary 175.0K 52.2K 118.6K 2.9K 348.7K 14.97%
82 2009 Patrick E. Beans Vice President, Treasurer, Chief Financial Officer and Secretary 175.0K 52.2K 43.9K 2.9K 348.7K 14.97%
83 2009 Michael D. Hays Chief Executive Officer and President 127.4K 38.0K 32.0K 2.1K 253.8K 14.97%
84 2009 Michael D. Hays Officer and President 127.4K 38.0K 86.3K 2.1K 253.8K 14.97%
85 2009 Jona S. Raasch Governance Institute, a Research Corporation 173.0K 51.6K 2.6K 227.2K 22.71%
86 2008 Jona S. Raasch President of The Governance Institute, a 173.0K 150.0K 108.6K 19.4K 52.9K 504.0K 21.56%
87 2008 Joseph W. Carmichael President 176.7K 222.4K 71.3K 15.6K 2.1K 488.2K 60.17%
88 2008 Jona S. Raasch Governance Institute, a Research Corporation 173.0K 150.0K 58.6K 19.4K 52.9K 453.9K 12.90%
89 2008 Patrick E. Beans Vice President, Treasurer, Chief Financial Officer 175.0K 101.4K 28.7K 3.0K 308.1K 32.91%
90 2008 Patrick E. Beans Treasurer, Chief and Secretary 175.0K 59.2K 28.7K 3.0K 265.9K 22.28%
91 2008 Patrick E. Beans Vice President, Treasurer, Chief Financial Officer and Secretary 175.0K 59.2K 118.6K 3.0K 265.9K 22.28%
92 2008 Michael D. Hays Chief Executive Officer 127.4K 91.5K 20.9K 1.8K 241.6K 37.86%
93 2008 Michael D. Hays Chief Executive Officer and President 127.4K 43.1K 86.3K 1.8K 193.2K 22.31%
94 2008 Michael D. Hays Officer and President 127.4K 43.1K 20.9K 1.8K 193.2K 22.31%
95 2007 Joseph W. Carmichael President 176.7K 246.3K 80.2K 29.3K 3.3K 535.8K 60.94%
96 2007 Joseph W. Carmichael President 176.7K 246.3K 80.2K 29.3K 3.3K 535.8K 60.94%
97 2007 Jona S. Raasch Vice President, Treasurer, Chief Financial Officer and Secretary 158.0K 65.3K 3.0K 344.9K 0.00%
98 2007 Jona S. Raasch President of The Governance Institute, a 158.0K 118.6K 65.3K 3.0K 344.9K 34.37%
99 2007 Patrick E. Beans Vice President, Treasurer, Chief Financial Officer 167.2K 109.4K 24.9K 3.0K 304.5K 35.94%
100 2007 Jona S. Raasch Governance Institute, a Research Corporation 158.0K 73.4K 65.3K 3.0K 299.7K 24.48%
101 2007 Patrick E. Beans Treasurer, Chief and Secretary 167.2K 69.8K 24.9K 3.0K 264.9K 26.34%
102 2007 Michael D. Hays Chief Executive Officer 127.4K 107.1K 21.1K 2.4K 258.0K 41.52%
103 2007 Michael D. Hays Chief Executive Officer 127.4K 21.1K 2.4K 258.0K 0.00%
104 2006 Joseph W. Carmichael President 176.7K 247.4K 53.0K 3.3K 544.4K 45.44%
105 2006 Jona S. Raasch President of The Governance Institute, a 158.0K 104.2K 47.4K 3.1K 312.7K 33.33%
106 2006 Patrick E. Beans Vice President, Treasurer, Chief Financial Officer 150.3K 95.8K 45.0K 3.0K 294.1K 32.57%
107 2006 Michael D. Hays Chief Executive Officer 127.4K 95.6K 38.2K 2.6K 263.8K 36.25%
108 2003 Michael D. Hays President and Chief Vice President and Chief Operations Officer 161.2K 29.1K 1.5K 191.8K 0.00%
109 2003 Patrick E. Beans Vice President, Treasurer, Chief Financial Officer and Secretary 125.9K 24.9K 150.8K 0.00%
110 2002 Michael D. Hays President and Chief Vice President and Chief Operations Officer 140.0K 1.5K 141.5K 0.00%
111 2002 Joseph W. Carmichael Senior Vice President 125.0K 125.0K 0.00%
112 2002 Patrick E. Beans Vice President, Treasurer, Chief Financial Officer and Secretary 120.0K 120.0K 0.00%
113 2001 Michael D. Hays President and Chief Vice President and Chief Operations Officer 140.0K 26.3K 1.5K 167.8K 0.00%
114 2001 Joseph W. Carmichael Senior Vice President 120.0K 22.5K 142.5K 0.00%
115 2001 Patrick E. Beans Vice President, Treasurer, Chief Financial Officer and Secretary 100.0K 16.9K 116.9K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-28 PRE 14A
2025-04-10 DEF 14A
2024-04-11 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-28 PRE 14A
2026-04-28 8-K
2026-04-28 8-K
2026-04-28 10-K/A
2026-04-20 8-K
2026-03-27 SC 13D/A
2026-03-13 4
2026-03-05 S-8
2026-03-05 8-K
2026-03-05 10-K

Executive team

NameTitleCompensationGender
Helen L. Hrdy Chief Operating Officer 407.9K female
Michael D. Hays Founder, President, Principal Executive Officer & Chairman of the Board 308.2K male
Jason Rau Executive Vice President male
Jennifer Baron Chief Experience Officer female
Jordan N. Freeman Chief Accounting Officer female
Shane R. Harrison Chief Financial Officer male
Trent Green Chief Executive Officer & Director male
Andrew Monnich Chief Corporate Development Officer male
Vinitha Ramnathan Chief Product Officer female
David Burik Executive Vice President of Strategic Insights male
ESG Rating
C+
MEDICAL - HEALTHCARE INFORMATION SERVICES
2012
E (Environmental)
78.9 / 63.0
Company / Sector avg.
S (Social)
63.7 / 69.8
Company / Sector avg.
G (Governance)
65.7 / 68.0
Company / Sector avg.
ESG Total
69.4 / 66.9
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE INFORMATION 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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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits