National Research Corporation (NRC)
Lincoln, NE, US
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.21% | +5.17% | +13.53% | +45.83% | +21.26% | -0.32% | +35.09% | -55.92% | -61.42% | +33.64% | -6.45% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
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)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 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
|
| 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
Ownership Overview
| # | 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)
| # | 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 — |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for NRC
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.

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