NexPoint Residential Trust, Inc. (NXRT)
Dallas, TX, US
NexPoint Residential Trust (NXRT) is a Real Estate Investment Trust publicly traded on the New York Stock Exchange, specializing in the acquisition, ownership, and operation of well-located apartment communities designed for middle-income residents. The company seeks properties offering opportunities for value enhancement in major metropolitan areas and their surrounding suburbs, predominantly situated in the Southeastern and Southwestern United States. NXRT receives external advisory services from NexPoint Real Estate Advisors, L.P., an associate of NexPoint Advisors, L.P., an investment advisor registered with the SEC that possesses extensive experience in the real estate sector.
Based on only 1 article — low confidence
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.89% | -2.35% | +0.59% | +3.09% | -8.65% | -3.46% | -14.25% | -29.19% | -45.26% | +105.52% | +100.41% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 0 | 0 |
| Hold | 5 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
27.00
-1.1%
|
| Last Year | 2 |
28.50
+4.4%
|
| All Time | 10 |
44.80
+64.1%
|
-
Revenue growth-3.2% Q1'26: +0.5% (vs Q1'25)
-
EPS growth-3,078.7% Q1'26: +0.0% (vs Q1'25)
-
FCF margin— Q1'26: +36.7% (vs Q1'25)
-
EBIT margin— Q1'26: +19.9% (vs Q1'25)
-
ROIC— Q1'26: +2.8% (vs Q1'25)
-
Share dilution-3.3% Q1'26: -0.2% (vs Q1'25)
-
Debt / EBITDA12.51× Q1'26: 10.61× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 2 EPS Ana. |
Dec 2027 4 Rev. Ana. 2 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. |
Dec 2030 1 Rev. Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
117.66M
est: 110.06M (+6.9%)
|
132.85M
est: 133.78M (-0.7%)
|
144.24M
est: 145.77M (-1.1%)
|
146.60M
est: 140.96M (+4.0%)
|
181.07M
est: 178.66M (+1.3%)
|
204.80M
est: 204.66M (+0.1%)
|
219.24M
est: 218.04M (+0.5%)
|
263.95M
est: 261.63M (+0.9%)
|
277.53M
est: 270.84M (+2.5%)
|
259.70M
est: 259.65M (+0.0%)
|
251.28M
est: 252.32M (-0.4%)
|
253.14M
252.61M – 253.66M
+0.3% YoY
|
260.41M
257.07M – 263.74M
+2.9% YoY
|
266.25M
263.88M – 268.63M
+2.2% YoY
|
268.39M
265.15M – 273.33M
+0.8% YoY
|
275.21M
271.89M – 280.27M
+2.5% YoY
|
| EBITDA |
48.28M
est: 79.51M (-39.3%)
|
57.49M
est: 96.65M (-40.5%)
|
62.04M
est: 105.32M (-41.1%)
|
64.26M
est: 101.84M (-36.9%)
|
205.91M
est: 129.08M (+59.5%)
|
159.11M
est: 147.86M (+7.6%)
|
137.39M
est: 121.57M (+13.0%)
|
138.94M
est: 143.68M (-3.3%)
|
250.01M
est: 180.43M (+38.6%)
|
202.99M
est: 172.97M (+17.4%)
|
124.46M
est: 168.09M (-26.0%)
|
168.64M
168.28M – 168.98M
+0.3% YoY
|
173.48M
171.26M – 175.70M
+2.9% YoY
|
177.37M
175.79M – 178.95M
+2.2% YoY
|
178.79M
176.63M – 182.08M
+0.8% YoY
|
183.34M
181.13M – 186.71M
+2.5% YoY
|
| EBIT |
7.48M
est: 37.96M (-80.3%)
|
21.85M
est: 46.14M (-52.7%)
|
13.29M
est: 98.39M (-86.5%)
|
16.79M
est: 109.66M (-84.7%)
|
136.82M
est: 115.74M (+18.2%)
|
76.70M
est: 196.11M (-60.9%)
|
50.51M
est: 55.49M (-9.0%)
|
41.30M
est: 62.97M (-34.4%)
|
154.83M
est: 79.31M (+95.2%)
|
105.23M
est: 76.04M (+38.4%)
|
28.71M
est: 73.89M (-61.1%)
|
74.13M
73.97M – 74.28M
+0.3% YoY
|
76.26M
75.28M – 77.23M
+2.9% YoY
|
77.97M
77.27M – 78.66M
+2.2% YoY
|
78.59M
77.64M – 80.04M
+0.8% YoY
|
80.59M
79.62M – 82.07M
+2.5% YoY
|
| Net Income |
-10.83M
est: -11.81M (+8.3%)
|
21.88M
est: 27.43M (-20.2%)
|
53.37M
est: 880.04M (-93.9%)
|
-1.61M
est: -102.70M (+98.4%)
|
99.14M
est: 52.40M (+89.2%)
|
44.02M
est: 137.21M (-67.9%)
|
23.04M
est: 18.07M (+27.5%)
|
-9.26M
est: 19.63M (-147.2%)
|
44.26M
est: 88.99M (-50.3%)
|
1.11M
est: 21.20M (-94.8%)
|
-32.03M
est: -30.46M (-5.1%)
|
-39.37M
-40.69M – -37.69M
-29.2% YoY
|
-47.87M
-47.92M – -44.40M
-21.6% YoY
|
-32.89M
-33.54M – -32.24M
+31.3% YoY
|
—
— – —
+100.0% YoY
|
—
— – —
|
| SGA |
11.52M
est: 6.51M (+77.0%)
|
14.80M
est: 7.91M (+87.1%)
|
18.02M
est: 8.62M (+109.1%)
|
19.66M
est: 8.33M (+135.9%)
|
9.61M
est: 134.81M (-92.9%)
|
10.04M
est: 58.18M (-82.8%)
|
11.97M
est: 23.50M (-49.1%)
|
14.67M
est: 26.88M (-45.4%)
|
17.15M
est: 18.72M (-8.4%)
|
19.40M
est: 17.95M (+8.1%)
|
24.89M
est: 17.44M (+42.7%)
|
17.50M
17.46M – 17.54M
+0.3% YoY
|
18.00M
17.77M – 18.23M
+2.9% YoY
|
18.41M
18.24M – 18.57M
+2.2% YoY
|
18.56M
18.33M – 18.90M
+0.8% YoY
|
19.03M
18.80M – 19.38M
+2.5% YoY
|
| EPS |
-0.51
est: -0.45 (-13.3%)
|
1.03
est: 1.05 (-1.4%)
|
2.53
est: 2.64 (-4.2%)
|
-0.08
est: 0.20 (-138.4%)
|
4.11
est: 4.45 (-7.7%)
|
1.78
est: 1.74 (+2.6%)
|
0.92
est: -0.86 (+207.4%)
|
-0.36
est: 1.11 (-132.3%)
|
1.73
est: 3.47 (-50.1%)
|
0.04
est: 0.83 (-94.8%)
|
-1.26
est: -1.19 (-5.5%)
|
-1.53
-1.60 – -1.48
-27.7% YoY
|
-1.81
-1.89 – -1.75
-18.8% YoY
|
-1.29
-1.32 – -1.27
+28.9% YoY
|
—
— – —
+100.0% YoY
|
—
— – —
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-27 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-26 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-22 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-21 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-20 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-19 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-18 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-15 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-14 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-13 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-12 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-08 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-07 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-06 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-05 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-04 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-01 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-30 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-29 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-28 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-24 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-23 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-22 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-21 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-20 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-17 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-16 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
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 | (1) BlackRock, Inc. | 4.13M | 16.40% | 3.96M | — | 4.13M | — | HC | Delaware | 2022-01-27 | ↗ |
| 2 | James D. Dondero | 2.70M | 10.51% | 91.7K | 2.60M | 91.7K | 10.00 | HC, IN | — | 2022-07-13 | ↗ |
| 3 | The Vanguard Group - 23-1945930 | 2.65M | 10.51% | — | 44.4K | 2.59M | 62.3K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 4 | Nancy Marie Dondero | 2.13M | 8.30% | 2.10M | 31.4K | 2.10M | 10.00 | IN | — | 2022-07-13 | ↗ |
| 5 | Wellington Group Holdings LLP | 1.78M | 7.56% | — | 1.55M | — | — | HC | Massachusetts | 2019-02-12 | ↗ |
| 6 | Wellington Investment Advisors Holdings LLP | 1.78M | 7.56% | — | 1.55M | — | — | HC | Massachusetts | 2019-02-12 | ↗ |
| 7 | Wellington Management Group LLP | 1.78M | 7.56% | — | 1.55M | — | — | HC | Massachusetts | 2019-02-12 | ↗ |
| 8 | Wellington Management Company LLP | 1.70M | 7.25% | — | 1.55M | — | — | IA | Massachusetts | 2019-02-12 | ↗ |
| 9 | STATE STREET CORPORATION | 1.43M | 5.59% | — | 1.11M | — | 1.43M | HC | BOSTON, MASSACHUSETTS | 2023-02-03 | ↗ |
| 10 | 13-3127734 | 1.24M | 4.97% | 1.21M | — | 1.24M | 3.9K | HC | Delaware | 2020-02-13 | ↗ |
| 11 | 26-0385758 | 1.24M | 4.97% | 1.21M | — | 1.24M | 3.9K | IA | Delaware | 2020-02-13 | ↗ |
| 12 | 2 Market Capital Advisory Corp | 1.18M | 5.52% | 1.18M | — | 1.18M | — | IA | U.S. | 2016-07-05 | ↗ |
| 13 | Highland Capital Management Fund Advisors, L.P. | 348.6K | 1.36% | — | 348.6K | — | 10.00 | IA, PN | — | 2022-07-13 | ↗ |
| 14 | NexPoint Advisors, L.P. | 146.7K | 0.57% | — | 146.7K | — | 10.00 | IA, PN | — | 2022-07-13 | ↗ |
| 15 | BANK OF AMERICA CORP /DE/ | 1.4K | 100.00% | 21.7K | — | 1.86M | 20.4K | HC | Pennsylvania | 2017-02-10 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 15.4K +15.4K (+100.0%) | 463.00M +463.0M (+100.0%) | 0.06% +0.061 pp | 0.00% +0.001 pp | USD30.10 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 4.32M +108.9K (+2.6%) | 130.08M -5.7M (-4.2%) | 17.02% +0.441 pp | 0.00% 0.000 pp | USD43.64 -31.0% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 2.44M +70.3K (+3.0%) | 73.32M -2.9M (-3.8%) | 9.59% +0.283 pp | 0.00% 0.000 pp | USD29.93 +0.6% | 43 qtrs — |
| 4 | STATE STREET CORP | 1.30M +12.4K (+1.0%) | 39.08M -2.4M (-5.7%) | 5.11% +0.053 pp | 0.00% 0.000 pp | USD37.69 -20.1% | 43 qtrs — |
| 5 | STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. | 989.4K +158.8K (+19.1%) | 29.78M +3.0M (+11.3%) | 3.90% +0.627 pp | 14.83% -0.342 pp | USD36.97 -18.6% | 8 qtrs — |
| 6 | NEXPOINT ASSET MANAGEMENT, L.P. | 934.8K +— (+0.0%) | 28.14M -2.0M (-6.6%) | 3.68% +0.003 pp | 1.96% -0.656 pp | USD43.17 -30.3% | 26 qtrs — |
| 7 | LONG POND CAPITAL, LP | 842.9K +298.8K (+54.9%) | 25.37M +7.8M (+44.7%) | 3.32% +1.178 pp | 2.98% +1.711 pp | USD31.47 -4.4% | 2 qtrs — |
| 8 | GOLDMAN SACHS GROUP INC | 827.1K +272.4K (+49.1%) | 24.89M +7.0M (+39.3%) | 3.26% +1.074 pp | 0.00% +0.001 pp | USD36.19 -16.8% | 43 qtrs — |
| 9 | COPELAND CAPITAL MANAGEMENT, LLC | 732.0K -53.4K (-6.8%) | 22.03M -3.3M (-12.9%) | 2.88% -0.208 pp | 0.49% -0.035 pp | USD38.31 -21.4% | 29 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 584.1K +9.1K (+1.6%) | 17.58M -944.8K (-5.1%) | 2.30% +0.038 pp | 0.00% 0.000 pp | USD32.47 -7.3% | 43 qtrs — |
| 11 | NORTHERN TRUST CORP | 360.8K -14.5K (-3.9%) | 10.86M -1.2M (-10.2%) | 1.42% -0.056 pp | 0.00% 0.000 pp | USD31.20 -3.5% | 43 qtrs — |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 351.5K -3.5K (-1.0%) | 10.58M -856.4K (-7.5%) | 1.38% -0.013 pp | 0.00% 0.000 pp | USD37.54 -19.8% | 43 qtrs — |
| 13 | INVESCO LTD. | 341.1K -18.3K (-5.1%) | 10.27M -1.3M (-11.3%) | 1.34% -0.071 pp | 0.00% 0.000 pp | USD37.98 -20.7% | 36 qtrs — |
| 14 | DIMENSIONAL FUND ADVISORS LP | 318.1K +4.6K (+1.5%) | 9.58M -526.9K (-5.2%) | 1.25% +0.019 pp | 0.00% 0.000 pp | USD31.52 -4.5% | 39 qtrs — |
| 15 | MORGAN STANLEY | 284.3K -34.5K (-10.8%) | 8.56M -1.7M (-16.7%) | 1.12% -0.135 pp | 0.00% 0.000 pp | USD47.73 -36.9% | 43 qtrs — |
| 16 | PROSHARE ADVISORS LLC | 204.1K +20.5K (+11.2%) | 6.14M +228.4K (+3.9%) | 0.80% +0.081 pp | 0.01% -0.002 pp | USD42.23 -28.7% | 6 qtrs — |
| 17 | DIGITALBRIDGE GROUP, INC. | 174.5K -56.5K (-24.5%) | 5.25M -1.0M (-16.6%) | 0.69% -0.222 pp | 0.40% -0.102 pp | USD32.22 -6.6% | 2 qtrs — |
| 18 | — | 173.4K +173.4K (+100.0%) | 5.22M +5.2M (+100.0%) | 0.68% +0.683 pp | 2.53% +2.533 pp | USD30.10 +0.0% | 1 qtrs NEW |
| 19 | STATE OF NEW JERSEY COMMON PENSION FUND D | 149.3K +4.1K (+2.8%) | 4.49M -184.6K (-3.9%) | 0.59% +0.017 pp | 0.02% -0.001 pp | USD37.23 -19.2% | 40 qtrs — |
| 20 | RENAISSANCE TECHNOLOGIES LLC | 148.5K -30.7K (-17.1%) | 4.47M -1.3M (-22.6%) | 0.58% -0.120 pp | 0.01% -0.001 pp | USD29.87 +0.8% | 41 qtrs — |
| 21 | BARCLAYS PLC | 148.5K +81.7K (+122.2%) | 4.47M +1.5M (+52.0%) | 0.58% +0.322 pp | 0.00% +0.000 pp | USD33.98 -11.4% | 43 qtrs — |
| 22 | BANK OF NEW YORK MELLON CORP | 148.2K -41.6K (-21.9%) | 4.46M -1.7M (-27.1%) | 0.58% -0.163 pp | 0.00% 0.000 pp | USD27.38 +9.9% | 43 qtrs — |
| 23 | STRS OHIO | 146.9K +28.5K (+24.1%) | 4.42M +606.8K (+15.9%) | 0.58% +0.113 pp | 0.02% +0.003 pp | USD32.08 -6.2% | 43 qtrs — |
| 24 | LEGAL & GENERAL GROUP PLC | 142.0K +7.1K (+5.2%) | 4.27M -72.8K (-1.7%) | 0.56% +0.028 pp | 0.00% +0.000 pp | USD40.66 -26.0% | 42 qtrs — |
| 25 | CSM ADVISORS, LLC | 132.5K -35.9K (-21.3%) | 3.99M -1.4M (-26.5%) | 0.52% -0.141 pp | 0.11% -0.043 pp | USD33.19 -9.3% | 3 qtrs — |
| 26 | TUDOR INVESTMENT CORP ET AL | 130.4K +1.3K (+1.0%) | 3.92M -236.0K (-5.7%) | 0.51% +0.005 pp | 0.01% +0.000 pp | USD32.87 -8.4% | 3 qtrs — |
| 27 | MILLENNIUM MANAGEMENT LLC | 120.6K -188.4K (-61.0%) | 3.63M -6.3M (-63.5%) | 0.47% -0.741 pp | 0.00% -0.003 pp | USD41.59 -27.6% | 43 qtrs — |
| 28 | UBS GROUP AG | 115.6K +35.7K (+44.7%) | 3.48M +904.7K (+35.2%) | 0.46% +0.141 pp | 0.00% +0.000 pp | USD36.91 -18.5% | 43 qtrs — |
| 29 | UBS ASSET MANAGEMENT AMERICAS INC | 112.4K -11.9K (-9.6%) | 3.38M -621.4K (-15.5%) | 0.44% -0.047 pp | 0.00% 0.000 pp | USD34.56 -12.9% | 32 qtrs — |
| 30 | NICHOLAS COMPANY, INC. | 111.0K +— (+0.0%) | 3.34M -235.2K (-6.6%) | 0.44% +0.000 pp | 0.06% -0.002 pp | USD41.29 -27.1% | 28 qtrs — |
| 31 | ENVESTNET ASSET MANAGEMENT INC | 106.6K -18.0K (-14.5%) | 3.21M -806.3K (-20.1%) | 0.42% -0.071 pp | 0.00% 0.000 pp | USD37.74 -20.2% | 28 qtrs — |
| 32 | TCW GROUP INC | 105.1K +22.1K (+26.6%) | 3.16M +488.0K (+18.2%) | 0.41% +0.087 pp | 0.02% +0.000 pp | USD32.75 -8.1% | 8 qtrs — |
| 33 | PRINCIPAL FINANCIAL GROUP INC | 104.1K -1.3K (-1.3%) | 3.13M -263.6K (-7.8%) | 0.41% -0.005 pp | 0.00% 0.000 pp | USD31.86 -5.5% | 29 qtrs — |
| 34 | ALGERT GLOBAL LLC | 98.0K +10.0K (+11.4%) | 2.95M +114.0K (+4.0%) | 0.39% +0.040 pp | 0.05% -0.002 pp | USD47.31 -36.4% | 19 qtrs — |
| 35 | JACOBS LEVY EQUITY MANAGEMENT, INC | 97.1K -2.9K (-2.9%) | 2.92M -298.6K (-9.3%) | 0.38% -0.011 pp | 0.01% -0.002 pp | USD33.32 -9.7% | 4 qtrs — |
| 36 | BANK OF AMERICA CORP /DE/ | 78.9K -5.0K (-5.9%) | 2.37M -327.2K (-12.1%) | 0.31% -0.019 pp | 0.00% +0.000 pp | USD40.77 -26.2% | 43 qtrs — |
| 37 | HSBC HOLDINGS PLC | 77.0K +22.0K (+40.0%) | 2.32M +551.8K (+31.2%) | 0.30% +0.087 pp | 0.00% +0.000 pp | USD37.76 -20.3% | 26 qtrs — |
| 38 | GRAYBILL WEALTH MANAGEMENT, LTD. | 76.2K +1.7K (+2.2%) | 2.29M -107.6K (-4.5%) | 0.30% +0.007 pp | 0.68% -0.061 pp | USD39.02 -22.9% | 4 qtrs — |
| 39 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 75.6K -9.5K (-11.1%) | 2.27M -465.3K (-17.0%) | 0.30% -0.037 pp | 0.01% -0.002 pp | USD36.45 -17.4% | 24 qtrs — |
| 40 | AMERIPRISE FINANCIAL INC | 73.8K -5.8K (-7.3%) | 2.23M -336.1K (-13.1%) | 0.29% -0.023 pp | 0.00% 0.000 pp | USD28.65 +5.1% | 43 qtrs — |
| 41 | PARALEL ADVISORS LLC | 72.1K +— (+0.0%) | 2.17M -152.8K (-6.6%) | 0.28% +0.000 pp | 0.08% -0.006 pp | USD38.40 -21.6% | 9 qtrs — |
| 42 | RHUMBLINE ADVISERS | 69.0K -4.8K (-6.5%) | 2.08M -301.6K (-12.7%) | 0.27% -0.019 pp | 0.00% 0.000 pp | USD31.69 -5.0% | 43 qtrs — |
| 43 | JPMORGAN CHASE & CO | 68.0K -22.6K (-24.9%) | 2.05M -871.6K (-29.9%) | 0.27% -0.089 pp | 0.00% +0.000 pp | USD46.10 -34.7% | 43 qtrs — |
| 44 | DARK FOREST CAPITAL MANAGEMENT LP | 62.1K -222.0 (-0.4%) | 1.87M -138.9K (-6.9%) | 0.24% -0.001 pp | 0.09% +0.025 pp | USD34.86 -13.7% | 5 qtrs — |
| 45 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 58.6K -55.8K (-48.8%) | 1.76M -1.9M (-52.2%) | 0.23% -0.219 pp | 0.00% -0.001 pp | USD34.86 -13.7% | 6 qtrs — |
| 46 | NUVEEN, LLC | 56.4K -844.0 (-1.5%) | 1.70M -146.7K (-8.0%) | 0.22% -0.003 pp | 0.00% +0.000 pp | USD39.53 -23.9% | 4 qtrs — |
| 47 | POINT72 ASSET MANAGEMENT, L.P. | 55.9K +55.9K (+100.0%) | 1.68M +1.7M (+100.0%) | 0.22% +0.220 pp | 0.00% +0.002 pp | USD30.10 +0.0% | 3 qtrs — |
| 48 | QUANTINNO CAPITAL MANAGEMENT LP | 54.6K +11.1K (+25.5%) | 1.64M +241.9K (+17.3%) | 0.22% +0.044 pp | 0.00% -0.001 pp | USD33.08 -9.0% | 7 qtrs — |
| 49 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 53.7K +421.0 (+0.8%) | 1.62M -71.0K (-4.2%) | 0.21% +0.002 pp | 0.00% +0.000 pp | USD37.53 -19.8% | 39 qtrs — |
| 50 | AQR CAPITAL MANAGEMENT LLC | 48.8K -1.4K (-2.9%) | 1.47M -149.8K (-9.3%) | 0.19% -0.006 pp | 0.00% 0.000 pp | USD34.77 -13.4% | 19 qtrs — |
| 51 | ROYAL BANK OF CANADA | 47.2K -5.3K (-10.1%) | 1.42M -272.0K (-16.1%) | 0.19% -0.021 pp | 0.00% +0.000 pp | USD40.60 -25.9% | 43 qtrs — |
| 52 | STIFEL FINANCIAL CORP | 47.0K -4.5K (-8.7%) | 1.41M -244.1K (-14.7%) | 0.18% -0.018 pp | 0.00% 0.000 pp | USD42.25 -28.8% | 28 qtrs — |
| 53 | SEI INVESTMENTS CO | 45.3K -2.3K (-4.8%) | 1.36M -171.9K (-11.2%) | 0.18% -0.009 pp | 0.00% 0.000 pp | USD49.22 -38.8% | 32 qtrs — |
| 54 | TEACHER RETIREMENT SYSTEM OF TEXAS | 43.3K -1.2K (-2.8%) | 1.30M -131.7K (-9.2%) | 0.17% -0.005 pp | 0.00% -0.001 pp | USD39.93 -24.6% | 6 qtrs — |
| 55 | RUSSELL INVESTMENTS GROUP, LTD. | 43.0K -1.7K (-3.7%) | 1.29M -144.8K (-10.1%) | 0.17% -0.006 pp | 0.00% 0.000 pp | USD41.54 -27.5% | 37 qtrs — |
| 56 | SWISS NATIONAL BANK | 42.6K +1.0K (+2.4%) | 1.28M -58.1K (-4.3%) | 0.17% +0.004 pp | 0.00% +0.000 pp | USD34.83 -13.6% | 37 qtrs — |
| 57 | WELLS FARGO & COMPANY/MN | 41.9K +2.7K (+6.8%) | 1.26M -2.4K (-0.2%) | 0.17% +0.011 pp | 0.00% +0.000 pp | USD38.56 -21.9% | 43 qtrs — |
| 58 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 41.0K -709.0 (-1.7%) | 1.23M -109.8K (-8.2%) | 0.16% -0.003 pp | 0.00% 0.000 pp | USD51.85 -41.9% | 23 qtrs — |
| 59 | NARWHAL CAPITAL MANAGEMENT | 37.2K -6.5K (-14.8%) | 1.12M -287.5K (-20.4%) | 0.15% -0.025 pp | 0.08% -0.023 pp | USD33.87 -11.1% | 40 qtrs — |
| 60 | PASADENA PRIVATE WEALTH, LLC | 37.2K -685.0 (-1.8%) | 1.12M -100.9K (-8.3%) | 0.15% -0.003 pp | 0.15% -0.023 pp | USD33.83 -11.0% | 9 qtrs — |
| 61 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 33.6K -100.0 (-0.3%) | 1.01M -74.0K (-6.8%) | 0.13% 0.000 pp | 0.00% 0.000 pp | USD36.15 -16.7% | 25 qtrs — |
| 62 | LANDMARK INVESTMENT PARTNERS, L.P. | 33.2K -215.7K (-86.7%) | 998.5K -7.0M (-87.5%) | 0.13% -0.849 pp | 0.47% -1.981 pp | USD37.36 -19.4% | 4 qtrs — |
| 63 | Y-INTERCEPT (HONG KONG) LTD | 33.0K +33.0K (+100.0%) | 993.2K +993.2K (+100.0%) | 0.13% +0.130 pp | 0.02% +0.022 pp | USD30.10 +0.0% | 3 qtrs — |
| 64 | PRELUDE CAPITAL MANAGEMENT, LLC | 32.7K +798.0 (+2.5%) | 984.3K -43.6K (-4.2%) | 0.13% +0.003 pp | 0.07% -0.008 pp | USD32.17 -6.4% | 8 qtrs — |
| 65 | NOMURA ASSET MANAGEMENT CO LTD | 32.0K +1.0K (+3.2%) | 963.2K -35.6K (-3.6%) | 0.13% +0.004 pp | 0.00% 0.000 pp | USD34.89 -13.7% | 43 qtrs — |
| 66 | DEUTSCHE BANK AG\ | 31.3K +2.4K (+8.4%) | 942.9K +11.8K (+1.3%) | 0.12% +0.010 pp | 0.00% +0.000 pp | USD40.58 -25.8% | 43 qtrs — |
| 67 | MACQUARIE GROUP LTD | 30.9K +— (+0.0%) | 929.8K -65.3K (-6.6%) | 0.12% +0.000 pp | 0.00% +0.003 pp | USD42.62 -29.4% | 30 qtrs — |
| 68 | CITIGROUP INC | 30.6K -79.9K (-72.3%) | 920.9K -2.6M (-74.1%) | 0.12% -0.314 pp | 0.00% -0.001 pp | USD36.04 -16.5% | 43 qtrs — |
| 69 | ASSET MANAGEMENT ONE CO., LTD. | 31.2K +— (+0.0%) | 914.3K -92.2K (-9.2%) | 0.12% +0.000 pp | 0.00% 0.000 pp | USD37.94 -20.7% | 43 qtrs — |
| 70 | ALLIANCEBERNSTEIN L.P. | 30.1K +74.0 (+0.2%) | 906.0K -61.4K (-6.3%) | 0.12% +0.000 pp | 0.00% +0.000 pp | USD36.95 -18.5% | 38 qtrs — |
| 71 | VICTORY CAPITAL MANAGEMENT INC | 28.0K +3.8K (+15.7%) | 842.8K +63.1K (+8.1%) | 0.11% +0.015 pp | 0.00% +0.000 pp | USD36.53 -17.6% | 38 qtrs — |
| 72 | CITADEL ADVISORS LLC | 27.8K +27.8K (+100.0%) | 836.3K +836.3K (+100.0%) | 0.11% +0.109 pp | 0.00% +0.000 pp | USD30.10 +0.0% | 1 qtrs NEW |
| 73 | QSV EQUITY INVESTORS LLC | 26.2K -11.9K (-31.2%) | 787.6K -438.1K (-35.7%) | 0.10% -0.047 pp | 1.16% -0.088 pp | USD34.64 -13.1% | 9 qtrs — |
| 74 | THRIVENT FINANCIAL FOR LUTHERANS | 25.2K +9.4K (+59.8%) | 757.0K +250.0K (+49.3%) | 0.10% +0.037 pp | 0.00% +0.000 pp | USD33.15 -9.2% | 24 qtrs — |
| 75 | LEGATO CAPITAL MANAGEMENT LLC | 24.7K +24.7K (+100.0%) | 742.2K +742.2K (+100.0%) | 0.10% +0.097 pp | 0.06% +0.064 pp | USD30.10 +0.0% | 1 qtrs NEW |
| 76 | SIMPLEX TRADING, LLC | 24.4K +24.4K (+100.0%) | 735.2K +735.2K (+100.0%) | 0.10% +0.096 pp | 0.00% +0.000 pp | USD30.10 +0.0% | 1 qtrs NEW |
| 77 | QUBE RESEARCH & TECHNOLOGIES LTD | 24.0K +24.0K (+100.0%) | 723.6K +723.6K (+100.0%) | 0.09% +0.095 pp | 0.00% +0.001 pp | USD30.10 +0.0% | 10 qtrs — |
| 78 | BURFORD BROTHERS, INC. | 23.9K -200.0 (-0.8%) | 718.5K -57.0K (-7.4%) | 0.09% -0.001 pp | 0.30% -0.035 pp | USD34.43 -12.6% | 9 qtrs — |
| 79 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 23.5K -235.0 (-1.0%) | 707.9K -57.4K (-7.5%) | 0.09% -0.001 pp | 0.00% +0.000 pp | USD32.34 -6.9% | 43 qtrs — |
| 80 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 23.4K +146.0 (+0.6%) | 702.0K -44.0K (-5.9%) | 0.09% +0.001 pp | 0.01% 0.000 pp | USD35.03 -14.1% | 30 qtrs — |
| 81 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 21.1K -21.0 (-0.1%) | 634.6K -45.4K (-6.7%) | 0.08% +0.000 pp | 0.00% 0.000 pp | USD22.00 +36.8% | 43 qtrs — |
| 82 | PRUDENTIAL FINANCIAL INC | 20.5K -1.6K (-7.1%) | 616.5K -93.8K (-13.2%) | 0.08% -0.006 pp | 0.00% 0.000 pp | USD41.58 -27.6% | 38 qtrs — |
| 83 | FMR LLC | 19.5K +117.0 (+0.6%) | 586.5K -37.6K (-6.0%) | 0.08% +0.001 pp | 0.00% +0.000 pp | USD33.61 -10.4% | 30 qtrs — |
| 84 | HIGHTOWER ADVISORS, LLC | 17.4K -410.0 (-2.3%) | 523.9K -50.1K (-8.7%) | 0.07% -0.002 pp | 0.00% 0.000 pp | USD55.33 -45.6% | 16 qtrs — |
| 85 | PENSERRA CAPITAL MANAGEMENT LLC | 16.5K +1.9K (+13.3%) | 495.0K +27.0K (+5.8%) | 0.06% +0.008 pp | 0.01% +0.000 pp | USD39.74 -24.3% | 21 qtrs — |
| 86 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 16.7K +— (+0.0%) | 494.8K -44.3K (-8.2%) | 0.07% +0.000 pp | 0.00% 0.000 pp | USD39.34 -23.5% | 43 qtrs — |
| 87 | CAPITAL INVESTMENT ADVISORS, LLC | 16.4K -372.0 (-2.2%) | 492.9K -46.7K (-8.7%) | 0.06% -0.001 pp | 0.01% -0.001 pp | USD14.12 +113.2% | 43 qtrs — |
| 88 | HORST & GRABEN WEALTH MANAGEMENT LLC | 16.2K +— (+0.0%) | 487.2K -34.3K (-6.6%) | 0.06% +0.000 pp | 0.07% -0.006 pp | USD25.41 +18.5% | 24 qtrs — |
| 89 | INSPIRE INVESTING, LLC | 15.6K +1.5K (+10.7%) | 469.0K +15.7K (+3.5%) | 0.06% +0.006 pp | 0.04% -0.002 pp | USD33.48 -10.1% | 10 qtrs — |
| 90 | BNP PARIBAS ARBITRAGE, SNC | 15.4K +2.0K (+15.1%) | 464.3K +32.5K (+7.5%) | 0.06% +0.008 pp | 0.00% +0.000 pp | USD36.82 -18.3% | 43 qtrs — |
| 91 | METLIFE INVESTMENT MANAGEMENT, LLC | 14.9K +218.0 (+1.5%) | 448.6K -24.6K (-5.2%) | 0.06% +0.001 pp | 0.00% 0.000 pp | USD47.33 -36.4% | 33 qtrs — |
| 92 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 13.5K +5.5K (+68.6%) | 406.7K +148.4K (+57.5%) | 0.05% +0.022 pp | 0.00% +0.000 pp | USD32.00 -5.9% | 3 qtrs — |
| 93 | AMUNDI | 13.4K +2.5K (+23.3%) | 402.8K +64.7K (+19.1%) | 0.05% +0.010 pp | 0.00% +0.000 pp | USD51.39 -41.4% | 19 qtrs — |
| 94 | VERSOR INVESTMENTS LP | 13.2K +13.2K (+100.0%) | 397.2K +397.2K (+100.0%) | 0.05% +0.052 pp | 0.06% +0.062 pp | USD30.10 +0.0% | 1 qtrs NEW |
| 95 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 13.0K +69.0 (+0.5%) | 392.6K -25.4K (-6.1%) | 0.05% +0.000 pp | 0.00% 0.000 pp | USD41.17 -26.9% | 24 qtrs — |
| 96 | ILLINOIS MUNICIPAL RETIREMENT FUND | 12.9K +741.0 (+6.1%) | 387.9K -3.4K (-0.9%) | 0.05% +0.003 pp | 0.00% 0.000 pp | USD34.15 -11.9% | 9 qtrs — |
| 97 | PRICE T ROWE ASSOCIATES INC /MD/ | 12.8K +942.0 (+7.9%) | 386.0K +4.0K (+1.0%) | 0.05% +0.004 pp | 0.00% +0.000 pp | USD34.03 -11.5% | 8 qtrs — |
| 98 | TOROSO INVESTMENTS, LLC | 12.0K +12.0K (+100.0%) | 361.5K +361.5K (+100.0%) | 0.05% +0.047 pp | 0.00% +0.001 pp | USD30.10 +0.0% | 6 qtrs — |
| 99 | BROOKWOOD INVESTMENT GROUP LLC | 11.2K +1.5K (+15.9%) | 337.7K +25.7K (+8.2%) | 0.04% +0.006 pp | 0.04% +0.000 pp | USD32.67 -7.9% | 3 qtrs — |
| 100 | RAYMOND JAMES FINANCIAL INC | 11.1K -2.7K (-19.3%) | 335.4K -109.5K (-24.6%) | 0.04% -0.011 pp | 0.00% +0.000 pp | USD40.98 -26.5% | 5 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | SRH REIT Covered Call ETF SRHR | 3.70% | 1.76M | 0.75% |
| 2 | Invesco KBW Premium Yield Equity REIT ETF KBWY | 3.16% | 9.93M | 0.35% |
| 3 | ALPS REIT Dividend Dogs ETF RDOG | 2.17% | 246.2K | 0.35% |
| 4 | Hoya Capital Housing ETF HOMZ | 1.29% | 449.2K | 0.30% |
| 5 | Hoya Capital High Dividend Yield ETF RIET | 1.08% | 1.16M | 0.50% |
| 6 | ProShares - Russell 2000 Dividend Growers ETF SMDV | 0.93% | 6.42M | 0.40% |
| 7 | Invesco S&P SmallCap Low Volatility ETF XSLV | 0.64% | 1.57M | 0.25% |
| 8 | Nuveen Short-Term REIT NURE | 0.50% | 177.9K | 0.35% |
| 9 | Inspire Small/Mid Cap ETF ISMD | 0.20% | 651.3K | 0.53% |
| 10 | Invesco S&P SmallCap Financials ETF PSCF | 0.13% | 35.1K | 0.29% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-22 | Wood Catherine D. | Director | M-Exempt | A | Common Stock | 3,429 | 0.00 | — | 16,903 | D | ↗ |
| 2026-05-22 | Swain Carol | Director | M-Exempt | A | Common Stock | 3,429 | 0.00 | — | 10,340 | D | ↗ |
| 2026-05-22 | Sauter Dennis Charles Jr | Officer | M-Exempt | D | Restricted Stock Units | 2,143 | 0.00 | — | 8,572 | D | ↗ |
| 2026-05-22 | Richards Paul | Officer | M-Exempt | D | Restricted Stock Units | 2,143 | 0.00 | — | 8,572 | D | ↗ |
| 2026-05-22 | Mitts Brian | Director | D-Return | D | Common Stock | 1,714 | 0.00 | — | 60,289 | D | ↗ |
| 2026-05-22 | McGraner Matt | Officer | M-Exempt | D | Restricted Stock Units | 19,577 | 0.00 | — | 78,306 | D | ↗ |
| 2026-05-22 | LAFFER ARTHUR B | Director | M-Exempt | D | Restricted Stock Units | 3,429 | 0.00 | — | 0 | D | ↗ |
| 2026-05-22 | KAVANAUGH SCOTT F | Director | M-Exempt | A | Common Stock | 3,429 | 0.00 | — | 33,792 | D | ↗ |
| 2026-05-22 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 19,577 | 0.00 | — | 78,306 | D | ↗ |
| 2026-05-22 | Constantino Edward N. | Director | M-Exempt | A | Common Stock | 3,429 | 0.00 | — | 49,756 | D | ↗ |
| 2026-04-02 | Wood Catherine D. | Director | A-Award | A | Restricted Stock Units | 4,800 | 0.00 | — | 4,800 | D | ↗ |
| 2026-04-02 | Swain Carol | Director | A-Award | A | Restricted Stock Units | 4,800 | 0.00 | — | 4,800 | D | ↗ |
| 2026-04-02 | Sauter Dennis Charles Jr | Officer | A-Award | A | Restricted Stock Units | 16,800 | 0.00 | — | 16,800 | D | ↗ |
| 2026-04-02 | Richards Paul | Officer | A-Award | A | Restricted Stock Units | 31,900 | 0.00 | — | 31,900 | D | ↗ |
| 2026-04-02 | Mitts Brian | Director | A-Award | A | Restricted Stock Units | 4,800 | 0.00 | — | 4,800 | D | ↗ |
| 2026-04-02 | McGraner Matt | Officer | M-Exempt | A | Restricted Stock Units | 123,900 | 0.00 | — | 123,900 | D | ↗ |
| 2026-04-02 | LAFFER ARTHUR B | Director | A-Award | A | Restricted Stock Units | 4,800 | 0.00 | — | 4,800 | D | ↗ |
| 2026-04-02 | KAVANAUGH SCOTT F | Director | A-Award | A | Restricted Stock Units | 4,800 | 0.00 | — | 4,800 | D | ↗ |
| 2026-04-02 | DONDERO JAMES D | Director / Officer / 10% Owner | A-Award | A | Restricted Stock Units | 123,900 | 0.00 | — | 123,900 | D | ↗ |
| 2026-04-02 | Constantino Edward N. | Director | A-Award | A | Restricted Stock Units | 4,800 | 0.00 | — | 4,800 | D | ↗ |
| 2026-03-28 | Sauter Dennis Charles Jr | Officer | M-Exempt | D | Restricted Stock Units | 2,073 | 0.00 | — | 4,144 | D | ↗ |
| 2026-03-28 | Richards Paul | Officer | M-Exempt | A | Common Stock | 948 | 0.00 | — | 31,507 | D | ↗ |
| 2026-03-28 | Mitts Brian | Director | M-Exempt | D | Restricted Stock Units | 3,730 | 0.00 | — | 7,460 | D | ↗ |
| 2026-03-28 | McGraner Matt | Officer | M-Exempt | D | Restricted Stock Units | 15,870 | 0.00 | — | 31,740 | D | ↗ |
| 2026-03-28 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 16,506 | 0.00 | — | 33,012 | D | ↗ |
| 2026-03-20 | Richards Paul | Officer | P-Purchase | A | Common Stock | 200 | 24.11 | 4.8K | 30,559 | D | ↗ |
| 2026-03-20 | McGraner Matt | Officer | P-Purchase | A | Common Stock | 2,000 | 24.37 | 48.7K | 331,334 | D | ↗ |
| 2026-03-19 | Richards Paul | Officer | P-Purchase | A | Common Stock | 1,500 | 24.81 | 37.2K | 30,359 | D | ↗ |
| 2026-03-13 | Sauter Dennis Charles Jr | Officer | M-Exempt | D | Restricted Stock Units | 2,478 | 0.00 | — | 7,433 | D | ↗ |
| 2026-03-13 | Richards Paul | Officer | F-InKind | D | Common Stock | 743 | 25.73 | 19.1K | 28,859 | D | ↗ |
| 2026-03-13 | Mitts Brian | Director | M-Exempt | D | Restricted Stock Units | 3,540 | 0.00 | — | 10,619 | D | ↗ |
| 2026-03-13 | McGraner Matt | Officer | M-Exempt | D | Restricted Stock Units | 22,350 | 0.00 | — | 67,050 | D | ↗ |
| 2026-03-13 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | A | Common Stock | 22,350 | 0.00 | — | 682,339 | D | ↗ |
| 2026-03-11 | McGraner Matt | Officer | P-Purchase | A | Common Stock | 1,000 | 26.14 | 26.1K | 316,821 | D | ↗ |
| 2026-03-09 | Richards Paul | Officer | P-Purchase | A | Common Stock | 2,000 | 26.34 | 52.7K | 28,186 | D | ↗ |
| 2026-03-09 | McGraner Matt | Officer | P-Purchase | A | Common Stock | 1,000 | 26.39 | 26.4K | 315,821 | D | ↗ |
| 2026-03-06 | Richards Paul | Officer | P-Purchase | A | Common Stock | 1,000 | 27.33 | 27.3K | 26,186 | D | ↗ |
| 2026-03-06 | McGraner Matt | Officer | P-Purchase | A | Common Stock | 1,000 | 27.36 | 27.4K | 314,821 | D | ↗ |
| 2026-03-05 | McGraner Matt | Officer | P-Purchase | A | Common Stock | 1,000 | 27.79 | 27.8K | 313,821 | D | ↗ |
| 2026-02-18 | Sauter Dennis Charles Jr | Officer | M-Exempt | A | Common Stock | 1,436 | 0.00 | — | 19,334 | D | ↗ |
| 2026-02-18 | Richards Paul | Officer | M-Exempt | D | Restricted Stock Units | 692 | 0.00 | — | 0 | D | ↗ |
| 2026-02-18 | Mitts Brian | Director | F-InKind | D | Common Stock | 1,317 | 29.93 | 39.4K | 54,246 | D | ↗ |
| 2026-02-18 | McGraner Matt | Officer | F-InKind | D | Common Stock | 4,764 | 29.93 | 142.6K | 312,821 | D | ↗ |
| 2026-02-18 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | A | Common Stock | 11,939 | 0.00 | — | 659,989 | D | ↗ |
| 2026-02-17 | Sauter Dennis Charles Jr | Officer | M-Exempt | A | Common Stock | 995 | 0.00 | — | 18,264 | D | ↗ |
| 2026-02-17 | Richards Paul | Officer | M-Exempt | D | Restricted Stock Units | 455 | 0.00 | — | 464 | D | ↗ |
| 2026-02-17 | Mitts Brian | Director | M-Exempt | D | Restricted Stock Units | 1,989 | 0.00 | — | 1,989 | D | ↗ |
| 2026-02-17 | McGraner Matt | Officer | M-Exempt | D | Restricted Stock Units | 8,810 | 0.00 | — | 8,810 | D | ↗ |
| 2026-02-17 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 11,939 | 0.00 | — | 0 | D | ↗ |
| 2025-12-19 | Mitts Brian | Director | S-Sale | D | Common Stock | 8,452 | 28.05 | 237.1K | 52,448 | D | ↗ |
| 2025-12-18 | Mitts Brian | Director | S-Sale | D | Common Stock | 24,296 | 28.85 | 700.9K | 0 | I | ↗ |
| 2025-10-31 | Mitts Brian | Director | S-Sale | D | Common Stock | 5,000 | 30.52 | 152.6K | 60,900 | D | ↗ |
| 2025-08-15 | Mitts Brian | Director | S-Sale | D | Common Stock | 5,000 | 30.92 | 154.6K | 65,900 | D | ↗ |
| 2025-06-25 | Richards Paul | Officer | P-Purchase | A | Common Stock | 5,000 | 32.92 | 164.6K | 24,689 | D | ↗ |
| 2025-05-23 | Richards Paul | Officer | P-Purchase | A | Common Stock | 1,000 | 33.18 | 33.2K | 19,869 | D | ↗ |
| 2025-05-22 | Wood Catherine D. | Director | A-Award | A | Restricted Stock Units | 3,429 | 0.00 | — | 3,429 | D | ↗ |
| 2025-05-22 | Swain Carol | Director | A-Award | A | Restricted Stock Units | 3,429 | 0.00 | — | 3,429 | D | ↗ |
| 2025-05-22 | Sauter Dennis Charles Jr | Officer | A-Award | A | Restricted Stock Units | 10,715 | 0.00 | — | 10,715 | D | ↗ |
| 2025-05-22 | Richards Paul | Officer | A-Award | A | Restricted Stock Units | 10,715 | 0.00 | — | 10,715 | D | ↗ |
| 2025-05-22 | Mitts Brian | Director | A-Award | A | Restricted Stock Units | 3,429 | 0.00 | — | 3,429 | D | ↗ |
| 2025-05-22 | McGraner Matt | Officer | A-Award | A | Restricted Stock Units | 97,883 | 0.00 | — | 97,883 | D | ↗ |
| 2025-05-22 | LAFFER ARTHUR B | Director | A-Award | A | Restricted Stock Units | 3,429 | 0.00 | — | 3,429 | D | ↗ |
| 2025-05-22 | KAVANAUGH SCOTT F | Director | A-Award | A | Restricted Stock Units | 3,429 | 0.00 | — | 3,429 | D | ↗ |
| 2025-05-22 | DONDERO JAMES D | Director / Officer / 10% Owner | A-Award | A | Restricted Stock Units | 97,883 | 0.00 | — | 97,883 | D | ↗ |
| 2025-05-22 | Constantino Edward N. | Director | A-Award | A | Restricted Stock Units | 3,429 | 0.00 | — | 3,429 | D | ↗ |
| 2025-05-11 | Sauter Dennis Charles Jr | Officer | M-Exempt | D | Restricted Stock Units | 350 | 0.00 | — | 0 | D | ↗ |
| 2025-05-11 | Richards Paul | Officer | M-Exempt | D | Restricted Stock Units | 368 | 0.00 | — | 0 | D | ↗ |
| 2025-05-11 | Mitts Brian | Director | M-Exempt | A | Common Stock | 1,010 | 0.00 | — | 74,100 | D | ↗ |
| 2025-05-11 | McGraner Matt | Officer | M-Exempt | D | Restricted Stock Units | 8,647 | 0.00 | — | 0 | D | ↗ |
| 2025-05-11 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | A | Common Stock | 6,779 | 0.00 | — | 499,783 | D | ↗ |
| 2025-05-07 | Mitts Brian | Director | S-Sale | D | Common Stock | 2,500 | 37.55 | 93.9K | 70,900 | D | ↗ |
| 2025-04-07 | Richards Paul | Officer | P-Purchase | A | Common Stock | 800 | 34.14 | 27.3K | 18,493 | D | ↗ |
| 2025-03-28 | Sauter Dennis Charles Jr | Officer | M-Exempt | D | Restricted Stock Units | 2,073 | 0.00 | — | 6,217 | D | ↗ |
| 2025-03-28 | Richards Paul | Officer | M-Exempt | D | Restricted Stock Unit | 948 | 0.00 | — | 2,842 | D | ↗ |
| 2025-03-28 | Mitts Brian | Director | M-Exempt | D | Restricted Stock Units | 3,730 | 0.00 | — | 11,190 | D | ↗ |
| 2025-03-28 | McGraner Matt | Officer | F-InKind | D | Common Stock | 6,838 | 39.08 | 267.2K | 292,073 | D | ↗ |
| 2025-03-28 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 16,506 | 0.00 | — | 49,518 | D | ↗ |
| 2025-03-13 | Wood Catherine D. | Director | M-Exempt | D | Restricted Share Units | 4,117 | 0.00 | — | 0 | D | ↗ |
| 2025-03-13 | Swain Carol | Director | M-Exempt | D | Restricted Stock Units | 4,117 | 0.00 | — | 0 | D | ↗ |
| 2025-03-13 | Sauter Dennis Charles Jr | Officer | F-InKind | D | Common Stock | 691 | 38.69 | 26.7K | 15,503 | D | ↗ |
| 2025-03-13 | Richards Paul | Officer | M-Exempt | A | Common Stock | 1,416 | 0.00 | — | 12,862 | D | ↗ |
| 2025-03-13 | Mitts Brian | Director | M-Exempt | D | Restricted Stock Units | 3,540 | 0.00 | — | 14,159 | D | ↗ |
| 2025-03-13 | McGraner Matt | Officer | M-Exempt | A | Common Stock | 22,352 | 0.00 | — | 292,384 | D | ↗ |
| 2025-03-13 | LAFFER ARTHUR B | Director | M-Exempt | A | Common Stock | 4,117 | 0.00 | — | 20,652 | D | ↗ |
| 2025-03-13 | KAVANAUGH SCOTT F | Director | M-Exempt | D | Restricted Stock Units | 4,117 | 0.00 | — | 0 | D | ↗ |
| 2025-03-13 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | A | Common Stock | 22,352 | 0.00 | — | 475,233 | D | ↗ |
| 2025-03-13 | Constantino Edward N. | Director | M-Exempt | D | Restricted Stock Units | 4,117 | 0.00 | — | 0 | D | ↗ |
| 2025-02-20 | Sauter Dennis Charles Jr | Officer | M-Exempt | D | Restricted Stock Units | 504 | 0.00 | — | 0 | D | ↗ |
| 2025-02-20 | Richards Paul | Officer | M-Exempt | D | Restricted Stock Unit | 588 | 0.00 | — | 0 | D | ↗ |
| 2025-02-20 | Mitts Brian | Director | M-Exempt | D | Restricted Stock Units | 1,597 | 0.00 | — | 0 | D | ↗ |
| 2025-02-20 | McGraner Matt | Officer | M-Exempt | D | Restricted Stock Units | 12,445 | 0.00 | — | 0 | D | ↗ |
| 2025-02-20 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 9,756 | 0.00 | — | 0 | D | ↗ |
| 2025-02-18 | Sauter Dennis Charles Jr | Officer | F-InKind | D | Common Stock | 496 | 39.71 | 19.7K | 13,391 | D | ↗ |
| 2025-02-18 | Richards Paul | Officer | M-Exempt | D | Restricted Stock Units | 694 | 0.00 | — | 692 | D | ↗ |
| 2025-02-18 | Mitts Brian | Director | M-Exempt | D | Restricted Stock Units | 2,216 | 0.00 | — | 2,214 | D | ↗ |
| 2025-02-18 | McGraner Matt | Officer | M-Exempt | D | Restricted Stock Units | 15,182 | 0.00 | — | 15,182 | D | ↗ |
| 2025-02-18 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | A | Common Stock | 11,941 | 0.00 | — | 668,974 | D | ↗ |
| 2025-02-17 | Sauter Dennis Charles Jr | Officer | M-Exempt | D | Restricted Stock Units | 995 | 0.00 | — | 1,989 | D | ↗ |
| 2025-02-17 | Richards Paul | Officer | M-Exempt | D | Restricted Stock Units | 455 | 0.00 | — | 909 | D | ↗ |
| 2025-02-17 | Mitts Brian | Director | M-Exempt | D | Restricted Stock Units | 1,989 | 0.00 | — | 3,978 | D | ↗ |
| 2025-02-17 | McGraner Matt | Officer | M-Exempt | D | Restricted Stock Units | 8,810 | 0.00 | — | 17,620 | D | ↗ |
| 2025-02-17 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | A | Common Stock | 8,810 | 0.00 | — | 657,033 | D | ↗ |
| 2025-01-01 | Richards Paul | Officer | — | — | Restricted Stock Units | 7,080 | 0.00 | — | 0 | D | ↗ |
| 2024-06-28 | Mitts Brian | Director / Officer | S-Sale | D | Common Stock | 2,000 | 39.40 | 78.8K | 65,696 | — | ↗ |
| 2024-05-11 | Sauter Dennis Charles Jr | Officer | F-InKind | D | Common Stock | 96 | 35.88 | 3.4K | 11,789 | — | ↗ |
| 2024-05-11 | Mitts Brian | Director / Officer | M-Exempt | A | Common Stock | 1,010 | 0.00 | — | 67,957 | — | ↗ |
| 2024-05-11 | McGraner Matt | Officer | M-Exempt | D | Restricted Stock Units | 8,647 | 0.00 | — | 8,647 | — | ↗ |
| 2024-05-11 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 6,779 | 0.00 | — | 6,779 | — | ↗ |
| 2024-05-02 | Mitts Brian | Director / Officer | S-Sale | D | Common Stock | 5,000 | 34.25 | 171.3K | 66,947 | — | ↗ |
| 2024-03-28 | Wood Catherine D. | Director | M-Exempt | A | Common Stock | 2,794 | 0.00 | — | 9,357 | — | ↗ |
| 2024-03-28 | Swain Carol | Director | M-Exempt | D | Restricted Stock Units | 2,794 | 0.00 | — | 0 | — | ↗ |
| 2024-03-28 | Sauter Dennis Charles Jr | Officer | F-InKind | D | Common Stock | 639 | 32.19 | 20.6K | 11,535 | — | ↗ |
| 2024-03-28 | Mitts Brian | Director / Officer | F-InKind | D | Common Stock | 959 | 32.19 | 30.9K | 71,974 | — | ↗ |
| 2024-03-28 | McGraner Matt | Officer | M-Exempt | D | Restricted Stock Units | 15,870 | 0.00 | — | 63,480 | — | ↗ |
| 2024-03-28 | LAFFER ARTHUR B | Director | M-Exempt | D | Restricted Stock Units | 2,794 | 0.00 | — | 0 | — | ↗ |
| 2024-03-28 | KAVANAUGH SCOTT F | Director | M-Exempt | D | Restricted Stock Units | 2,794 | 0.00 | — | 0 | — | ↗ |
| 2024-03-28 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 16,506 | 0.00 | — | 66,024 | — | ↗ |
| 2024-03-28 | Constantino Edward N. | Director | M-Exempt | A | Common Stock | 2,794 | 0.00 | — | 45,666 | — | ↗ |
| 2024-03-13 | Wood Catherine D. | Director | A-Award | A | Restricted Stock Units | 4,117 | 0.00 | — | 4,117 | — | ↗ |
| 2024-03-13 | Swain Carol | Director | A-Award | A | Restricted Stock Units | 4,117 | 0.00 | — | 4,117 | — | ↗ |
| 2024-03-13 | Sauter Dennis Charles Jr | Officer | A-Award | A | Restricted Stock Units | 12,389 | 0.00 | — | 12,389 | — | ↗ |
| 2024-03-13 | Mitts Brian | Director / Officer | A-Award | A | Restricted Stock Units | 17,699 | 0.00 | — | 17,699 | — | ↗ |
| 2024-03-13 | McGraner Matt | Officer | A-Award | A | Restricted Stock Units | 111,752 | 0.00 | — | 111,752 | — | ↗ |
| 2024-03-13 | LAFFER ARTHUR B | Director | A-Award | A | Restricted Stock Units | 4,117 | 0.00 | — | 4,117 | — | ↗ |
| 2024-03-13 | KAVANAUGH SCOTT F | Director | A-Award | A | Restricted Stock Units | 4,117 | 0.00 | — | 4,117 | — | ↗ |
| 2024-03-13 | DONDERO JAMES D | Director / Officer / 10% Owner | A-Award | A | Restricted Stock Units | 111,752 | 0.00 | — | 111,752 | — | ↗ |
| 2024-03-13 | Constantino Edward N. | Director | A-Award | A | Restricted Stock Units | 4,117 | 0.00 | — | 4,117 | — | ↗ |
| 2024-02-21 | Mitts Brian | Director / Officer | M-Exempt | D | Restricted Stock Units | 3,472 | 0.00 | — | 0 | — | ↗ |
| 2024-02-21 | McGraner Matt | Officer | M-Exempt | A | Common Stock | 13,067 | 0.00 | — | 239,263 | — | ↗ |
| 2024-02-21 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | A | Common Stock | 8,904 | 0.00 | — | 396,491 | — | ↗ |
| 2024-02-20 | Sauter Dennis Charles Jr | Officer | M-Exempt | D | Restricted Stock Unit | 504 | 0.00 | — | 504 | — | ↗ |
| 2024-02-20 | Mitts Brian | Director / Officer | M-Exempt | D | Restricted Stock Units | 1,597 | 0.00 | — | 1,598 | — | ↗ |
| 2024-02-20 | McGraner Matt | Officer | F-InKind | D | Common Stock | 5,105 | 29.24 | 149.3K | 226,196 | — | ↗ |
| 2024-02-20 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 9,756 | 0.00 | — | 9,757 | — | ↗ |
| 2024-02-18 | Sauter Dennis Charles Jr | Officer | M-Exempt | A | Common Stock | 1,436 | 0.00 | — | 10,267 | — | ↗ |
| 2024-02-18 | Mitts Brian | Director / Officer | F-InKind | D | Common Stock | 756 | 31.08 | 23.5K | 65,681 | — | ↗ |
| 2024-02-18 | McGraner Matt | Officer | F-InKind | D | Common Stock | 4,254 | 31.08 | 132.2K | 218,856 | — | ↗ |
| 2024-02-18 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 11,941 | 0.00 | — | 23,880 | — | ↗ |
| 2024-02-17 | Sauter Dennis Charles Jr | Officer | M-Exempt | A | Common Stock | 995 | 0.00 | — | 9,157 | — | ↗ |
| 2024-02-17 | Mitts Brian | Director / Officer | M-Exempt | D | Restricted Stock Units | 1,990 | 0.00 | — | 5,967 | — | ↗ |
| 2024-02-17 | McGraner Matt | Officer | M-Exempt | D | Restricted Stock Units | 8,810 | 0.00 | — | 26,430 | — | ↗ |
| 2024-02-17 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 8,810 | 0.00 | — | 26,430 | — | ↗ |
| 2024-01-08 | Mitts Brian | Director / Officer | S-Sale | D | Common Stock | 5,000 | 33.74 | 168.7K | 62,883 | — | ↗ |
| 2023-05-11 | Sauter Dennis Charles Jr | Officer | M-Exempt | D | Restricted Stock Unit | 350 | 0.00 | — | 700 | — | ↗ |
| 2023-05-11 | Mitts Brian | Director / Officer | M-Exempt | D | Restricted Stock Units | 1,010 | 0.00 | — | 2,020 | — | ↗ |
| 2023-05-11 | McGraner Matt | Officer | F-InKind | D | Common Stock | 3,754 | 42.12 | 158.1K | 201,768 | — | ↗ |
| 2023-05-11 | Goetz Matthew | Officer | M-Exempt | D | Restricted Stock Units | 584 | 0.00 | — | 1,169 | — | ↗ |
| 2023-05-11 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 6,779 | 0.00 | — | 13,558 | — | ↗ |
| 2023-03-28 | Wood Catherine D. | Director | A-Award | A | Restricted Stock Units | 2,794 | 0.00 | — | 2,794 | — | ↗ |
| 2023-03-28 | Swain Carol | Director | A-Award | A | Restricted Stock Units | 2,794 | 0.00 | — | 2,794 | — | ↗ |
| 2023-03-28 | Sauter Dennis Charles Jr | Officer | A-Award | A | Restricted Stock Unit | 10,363 | 0.00 | — | 10,363 | — | ↗ |
| 2023-03-28 | Mitts Brian | Director / Officer | A-Award | A | Restricted Stock Units | 18,652 | 0.00 | — | 18,652 | — | ↗ |
| 2023-03-28 | McGraner Matt | Officer | A-Award | A | Restricted Stock Units | 79,350 | 0.00 | — | 79,350 | — | ↗ |
| 2023-03-28 | LAFFER ARTHUR B | Director | A-Award | A | Restricted Stock Units | 2,794 | 0.00 | — | 2,794 | — | ↗ |
| 2023-03-28 | KAVANAUGH SCOTT F | Director | A-Award | A | Restricted Stock Units | 2,794 | 0.00 | — | 2,794 | — | ↗ |
| 2023-03-28 | Goetz Matthew | Officer | A-Award | A | Restricted Stock Units | 6,795 | 0.00 | — | 6,795 | — | ↗ |
| 2023-03-28 | DONDERO JAMES D | Director / Officer / 10% Owner | A-Award | A | Restricted Stock Units | 82,530 | 0.00 | — | 82,530 | — | ↗ |
| 2023-03-28 | Constantino Edward N. | Director | A-Award | A | Restricted Stock Units | 2,794 | 0.00 | — | 2,794 | — | ↗ |
| 2023-02-21 | Mitts Brian | Director / Officer | M-Exempt | D | Restricted Stock Units | 3,472 | 0.00 | — | 3,472 | — | ↗ |
| 2023-02-21 | McGraner Matt | Officer | M-Exempt | D | Restricted Stock Units | 13,067 | 0.00 | — | 13,067 | — | ↗ |
| 2023-02-21 | Goetz Matthew | Officer | M-Exempt | D | Restricted Stock Units | 3,136 | 0.00 | — | 3,136 | — | ↗ |
| 2023-02-21 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | A | Common Stock | 8,904 | 0.00 | — | 46,676 | — | ↗ |
| 2023-02-20 | Sauter Dennis Charles Jr | Officer | M-Exempt | A | Common Stock | 504 | 0.00 | — | 7,974 | — | ↗ |
| 2023-02-20 | Mitts Brian | Director / Officer | M-Exempt | A | Common Stock | 1,598 | 0.00 | — | 64,875 | — | ↗ |
| 2023-02-20 | McGraner Matt | Officer | M-Exempt | A | Common Stock | 12,445 | 0.00 | — | 194,841 | — | ↗ |
| 2023-02-20 | Goetz Matthew | Officer | M-Exempt | D | Restricted Stock Units | 841 | 0.00 | — | 1,682 | — | ↗ |
| 2023-02-20 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 9,756 | 0.00 | — | 19,513 | — | ↗ |
| 2023-02-18 | Sauter Dennis Charles Jr | Officer | F-InKind | D | Common Stock | 452 | 48.61 | 22.0K | 7,470 | — | ↗ |
| 2023-02-18 | Mitts Brian | Director / Officer | M-Exempt | A | Common Stock | 2,216 | 0.00 | — | 63,908 | — | ↗ |
| 2023-02-18 | McGraner Matt | Officer | M-Exempt | A | Common Stock | 15,182 | 0.00 | — | 187,013 | — | ↗ |
| 2023-02-18 | Goetz Matthew | Officer | M-Exempt | D | Restricted Stock Units | 1,026 | 0.00 | — | 3,077 | — | ↗ |
| 2023-02-18 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | A | Common Stock | 11,941 | 0.00 | — | 27,893 | — | ↗ |
| 2023-02-17 | Wood Catherine D. | Director | M-Exempt | A | Common Stock | 1,599 | 0.00 | — | 6,563 | — | ↗ |
| 2023-02-17 | Sauter Dennis Charles Jr | Officer | F-InKind | D | Common Stock | 304 | 48.61 | 14.8K | 6,486 | — | ↗ |
| 2023-02-17 | Mitts Brian | Director / Officer | F-InKind | D | Common Stock | 609 | 48.61 | 29.6K | 61,692 | — | ↗ |
| 2023-02-17 | McGraner Matt | Officer | M-Exempt | D | Restricted Stock Units | 8,811 | 0.00 | — | 35,240 | — | ↗ |
| 2023-02-17 | LAFFER ARTHUR B | Director | M-Exempt | A | Common Stock | 1,599 | 0.00 | — | 13,741 | — | ↗ |
| 2023-02-17 | KAVANAUGH SCOTT F | Director | M-Exempt | A | Common Stock | 1,599 | 0.00 | — | 23,452 | — | ↗ |
| 2023-02-17 | Goetz Matthew | Officer | M-Exempt | A | Common Stock | 768 | 0.00 | — | 90,442 | — | ↗ |
| 2023-02-17 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 8,811 | 0.00 | — | 35,240 | — | ↗ |
| 2023-02-17 | Constantino Edward N. | Director | M-Exempt | A | Common Stock | 1,599 | 0.00 | — | 42,872 | — | ↗ |
| 2022-11-04 | Sauter Dennis Charles Jr | Officer | P-Purchase | A | Common Stock | 1,111 | 44.59 | 49.5K | 5,795 | — | ↗ |
| 2022-11-04 | DONDERO JAMES D | Officer | P-Purchase | A | Common Stock | 28,488 | 44.78 | 1.28M | 350,712 | — | ↗ |
| 2022-08-31 | LAFFER ARTHUR B | Director | P-Purchase | A | Common Stock | 4,701 | 52.92 | 248.8K | 34,304 | — | ↗ |
| 2022-08-02 | Swain Carol | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-06-16 | DONDERO JAMES D | Officer | P-Purchase | A | Common Stock | 17,050 | 59.01 | 1.01M | 2,033,188 | — | ↗ |
| 2022-05-11 | Sauter Dennis Charles Jr | Director | M-Exempt | A | Common Stock | 351 | 0.00 | — | 3,572 | — | ↗ |
| 2022-05-11 | Mitts Brian | Director / Officer | M-Exempt | A | Common Stock | 1,010 | 0.00 | — | 60,311 | — | ↗ |
| 2022-05-11 | McGraner Matt | Officer | M-Exempt | D | Restricted Stock Units | 8,648 | 0.00 | — | 25,941 | — | ↗ |
| 2022-05-11 | Goetz Matthew | Officer | M-Exempt | D | Restricted Stock Units | 584 | 0.00 | — | 1,753 | — | ↗ |
| 2022-05-11 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | D | Restricted Stock Units | 6,779 | 0.00 | — | 20,337 | — | ↗ |
| 2022-03-29 | Mitts Brian | Officer | S-Sale | D | Common Stock | 1,100 | 90.80 | 99.9K | 59,301 | — | ↗ |
| 2022-03-16 | Mitts Brian | Officer | S-Sale | D | Common Stock | 1,000 | 87.58 | 87.6K | 60,401 | — | ↗ |
| 2022-02-21 | Mitts Brian | Director / Officer | M-Exempt | D | Restricted Stock Units | 3,472 | 0.00 | — | 6,944 | — | ↗ |
| 2022-02-21 | McGraner Matt | Officer | M-Exempt | D | Restricted Stock Units | 13,067 | 0.00 | — | 26,134 | — | ↗ |
| 2022-02-21 | Goetz Matthew | Officer | M-Exempt | D | Restricted Stock Units | 3,136 | 0.00 | — | 6,272 | — | ↗ |
| 2022-02-21 | DONDERO JAMES D | Director / Officer / 10% Owner | M-Exempt | A | Common Stock | 8,904 | 0.00 | — | 84,367 | — | ↗ |
| 2022-02-20 | Sauter Dennis Charles Jr | Director | M-Exempt | A | Common Stock | 505 | 0.00 | — | 3,221 | — | ↗ |
| 2022-02-20 | Mitts Brian | Director / Officer | M-Exempt | A | Common Stock | 1,598 | 0.00 | — | 57,779 | — | ↗ |
| 2022-02-20 | McGraner Matt | Officer | M-Exempt | A | Common Stock | 12,446 | 0.00 | — | 157,186 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Matt McGraner Executive VP and Chief Investment Officer | — | — | 3.45M | — | — | — | 3.45M | 100.00% | ↗ |
| 2 | 2024 | James Dondero President and Chairman | — | — | 3.45M | — | — | — | 3.45M | 100.00% | ↗ |
| 3 | 2024 | Brian Mitts Former Chief Financial Officer, Executive VP- Finance, Secretary and Treasurer and Director | — | — | 546.7K | — | — | — | 546.7K | 100.00% | ↗ |
| 4 | 2024 | D. C. Sauter General Counsel and Secretary | — | — | 382.7K | — | — | — | 382.7K | 100.00% | ↗ |
| 5 | 2023 | James Dondero President and Chairman | — | — | 3.27M | — | — | — | 3.27M | 100.00% | ↗ |
| 6 | 2023 | Matt McGraner Executive VP and Chief Investment Officer | — | — | 3.15M | — | — | — | 3.15M | 100.00% | ↗ |
| 7 | 2023 | Brian Mitts Chief Financial Officer, Executive VP-Finance, Secretary and Treasurer and Director | — | — | 739.4K | — | — | — | 739.4K | 100.00% | ↗ |
| 8 | 2023 | Brian Mitts Former Chief Financial Officer, Executive VP- Finance, Secretary and Treasurer and Director | — | — | 739.4K | — | — | — | 739.4K | 100.00% | ↗ |
| 9 | 2023 | Matthew Goetz Former Senior VP-Investments and Asset Management | — | — | 515.3K | — | — | — | 515.3K | 100.00% | ↗ |
| 10 | 2023 | D. C. Sauter General Counsel and Secretary | — | — | 410.8K | — | — | — | 410.8K | 100.00% | ↗ |
| 11 | 2023 | D. C. Sauter General Counsel | — | — | 410.8K | — | — | — | 410.8K | 100.00% | ↗ |
| 12 | 2022 | Matt McGraner Executive VP and Chief Investment Officer | — | — | 3.69M | — | — | — | 3.69M | 100.00% | ↗ |
| 13 | 2022 | James Dondero President and Chairman | — | — | 3.69M | — | — | — | 3.69M | 100.00% | ↗ |
| 14 | 2022 | Brian Mitts Former Chief Financial Officer, Executive VP- Finance, Secretary and Treasurer and Director | — | — | 834.4K | — | — | — | 834.4K | 100.00% | ↗ |
| 15 | 2022 | Brian Mitts Chief Financial Officer, Executive VP-Finance, Secretary and Treasurer and Director | — | — | 834.4K | — | — | — | 834.4K | 100.00% | ↗ |
| 16 | 2022 | D. C. Sauter General Counsel and Secretary | — | — | 417.2K | — | — | — | 417.2K | 100.00% | ↗ |
| 17 | 2022 | D.D. C. Sauter General Counsel | — | — | 417.2K | — | — | — | 417.2K | 100.00% | ↗ |
| 18 | 2022 | D. C. Sauter General Counsel | — | — | 417.2K | — | — | — | 417.2K | 100.00% | ↗ |
| 19 | 2022 | Matthew Goetz Senior VP-Investments and Asset Management | — | — | 321.8K | — | — | — | 321.8K | 100.00% | ↗ |
| 20 | 2022 | Matthew Goetz Former Senior VP-Investments and Asset Management | — | — | 321.8K | — | — | — | 321.8K | 100.00% | ↗ |
| 21 | 2021 | Matt McGraner Executive VP and Chief Investment Officer | — | — | 3.14M | — | — | — | 3.14M | 100.00% | ↗ |
| 22 | 2021 | James Dondero President and Chairman | — | — | 2.47M | — | — | — | 2.47M | 100.00% | ↗ |
| 23 | 2021 | Brian Mitts Chief Financial Officer, Executive VP-Finance, Secretary and Treasurer and Director | — | — | 459.0K | — | — | — | 459.0K | 100.00% | ↗ |
| 24 | 2021 | D.D. C. Sauter General Counsel | — | — | 297.5K | — | — | — | 297.5K | 100.00% | ↗ |
| 25 | 2021 | D. C. Sauter General Counsel | — | — | 297.5K | — | — | — | 297.5K | 100.00% | ↗ |
| 26 | 2021 | D.C. Sauter General Counsel | — | — | 297.5K | — | — | — | 297.5K | 100.00% | ↗ |
| 27 | 2021 | Matthew Goetz Former Senior VP-Investments and Asset Management | — | — | 212.5K | — | — | — | 212.5K | 100.00% | ↗ |
| 28 | 2021 | Matthew Goetz Senior VP-Investments and Asset Management | — | — | 212.5K | — | — | — | 212.5K | 100.00% | ↗ |
| 29 | 2020 | Matt McGraner Executive VP and Chief Investment Officer | — | — | 4.49M | — | — | — | 4.49M | 100.00% | ↗ |
| 30 | 2020 | James Dondero President and Chairman | — | — | 3.52M | — | — | — | 3.52M | 100.00% | ↗ |
| 31 | 2020 | Brian Mitts Chief Financial Officer, Executive VP-Finance, Secretary and Treasurer and Director | — | — | 560.3K | — | — | — | 560.3K | 100.00% | ↗ |
| 32 | 2020 | Matthew Goetz Senior VP-Investments and Asset Management | — | — | 303.0K | — | — | — | 303.0K | 100.00% | ↗ |
| 33 | 2020 | D.C. Sauter General Counsel | — | — | 181.8K | — | — | — | 181.8K | 100.00% | ↗ |
| 34 | 2020 | D.D. C. Sauter General Counsel | — | — | 181.8K | — | — | — | 181.8K | 100.00% | ↗ |
| 35 | 2019 | Matt McGraner Executive VP and Chief Investment Officer | — | — | 2.45M | — | — | — | 2.45M | 100.00% | ↗ |
| 36 | 2019 | James Dondero President | — | — | 1.67M | — | — | — | 1.67M | 100.00% | ↗ |
| 37 | 2019 | James Dondero President and Chairman | — | — | 1.67M | — | — | — | 1.67M | 100.00% | ↗ |
| 38 | 2019 | Brian Mitts Chief Financial Officer, Executive VP-Finance, Secretary and Treasurer | — | — | 651.0K | — | — | — | 651.0K | 100.00% | ↗ |
| 39 | 2019 | Brian Mitts Chief Financial Officer, Executive VP-Finance, Secretary and Treasurer and Director | — | — | 651.0K | — | — | — | 651.0K | 100.00% | ↗ |
| 40 | 2019 | Matthew Goetz Senior VP-Investments and Asset Management | — | — | 588.0K | — | — | — | 588.0K | 100.00% | ↗ |
| 41 | 2018 | Matt McGraner Executive VP and Chief Investment Officer | — | — | 2.31M | — | — | — | 2.31M | 100.00% | ↗ |
| 42 | 2018 | James Dondero President | — | — | 1.55M | — | — | — | 1.55M | 100.00% | ↗ |
| 43 | 2018 | James Dondero President and Chairman | — | — | 1.55M | — | — | — | 1.55M | 100.00% | ↗ |
| 44 | 2018 | Matthew Goetz Senior VP-Investments and Asset Management | — | — | 604.5K | — | — | — | 604.5K | 100.00% | ↗ |
| 45 | 2018 | Brian Mitts Chief Financial Officer, Executive VP-Finance, Secretary and Treasurer and Director | — | — | 546.0K | — | — | — | 546.0K | 100.00% | ↗ |
| 46 | 2018 | Brian Mitts Chief Financial Officer, Executive VP-Finance, Secretary and Treasurer | — | — | 546.0K | — | — | — | 546.0K | 100.00% | ↗ |
| 47 | 2017 | Matt McGraner Executive VP and Chief Investment Officer | — | — | 1.81M | — | — | — | 1.81M | 100.00% | ↗ |
| 48 | 2017 | James Dondero President | — | — | 1.21M | — | — | — | 1.21M | 100.00% | ↗ |
| 49 | 2017 | Matthew Goetz Senior VP-Investments and Asset Management | — | — | 603.3K | — | — | — | 603.3K | 100.00% | ↗ |
| 50 | 2017 | Brian Mitts Chief Financial Officer, Executive VP-Finance, Secretary and Treasurer | — | — | 544.0K | — | — | — | 544.0K | 100.00% | ↗ |
No CEO compensation history available.
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Bonner McDermett | Vice President of Asset Investment Management | — | — |
| David Ernest Willmore | Chief Accounting Officer, Assistant Treasurer & Assistant Secretary | — | male |
| Dennis Charles Sauter Jr. | General Counsel & Secretary | — | male |
| James David Dondero | Chairman, President & Chief Executive Officer | — | male |
| Matthew Ryan McGraner | Chief Investment Officer & Executive Vice President | — | male |
| Matthew X. Goetz | Senior Vice President of Investments & Asset Management | — | male |
| Paul Richards | CFO, Executive VP-Finance, Treasurer & Assistant Secretary | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2023-07-12 | 2023-08-13 | Daniel Goldman | NY10 | — | Sale | $1,001 - $15,000 | ↗ |
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Community Opinion for NXRT
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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