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Oklo Inc. (OKLO)

USD45.81 -3.04 (-6.22%)
US NYSE Industrials Industrial - Machinery
Address 3190 Coronado Drive 95054
Santa Clara, CA, US
CEO Jacob DeWitte
Website oklo.com
IPO 2021-07-08
CIK 1849056 ISIN US02156V1098

Explore sections of this company profile

Also trades on New York Stock Exchange · ALCC (USD) New York Stock Exchange · OKLO (USD)
Description

Oklo Inc. develops advanced fission power plants to provide clean, reliable, and affordable energy at scale to customers in the United States. The company’s primary offering is the Aurora powerhouse, which is designed to produce between 15 and up to 75 megawatts of electricity. The company is also commercializing nuclear fuel recycling, fuel fabrication technology that can convert used nuclear fuel into usable fuel for its reactors, and the production of radioisotopes. The company has a strategic partnership with Blykalla AB for the development of advanced nuclear reactor technology and its commercialization. The company was formerly known as AltC Acquisition Corp. and changed its name to Oklo Inc. in May 2024. Oklo Inc. was founded in 2013 and is headquartered in Santa Clara, California.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD45.81 -3.04 (-6.22%)
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Volume Profile
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Liquidity & share structure
Average Volume
14M
Beta
1.11
Float Shares
142.23M
Free Float %
81.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-5.39% -5.48% +29.14% +6.04% -31.46% -2.93% +117.48% +369.72% +369.72% +369.72% +369.72%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (13 ratings, all time) Buy
Price Targets & DCF
Current price
45.81
Low 82.00 +79.0%
Consensus 113.43 +147.6%
Median 106.00 +131.4%
High 150.00 +227.4%
DCF (Unlevered) 5.38 -88.3%
DCF (Levered) 5.38 -88.3%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 68% Bullish
Rating 2026-05 Change
Strong Buy 5 0
Buy 10 0
Hold 6 +1
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month 2
113.00
+146.7%
Last Quarter 3
102.67
+124.1%
Last Year 13
110.00
+140.1%
All Time 14
102.86
+124.5%
Quality scores
Altman Z-Score
118.81
Safe zone
Piotroski F-Score
2 / 9
Weak
MOAT Score
3 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
5 / 5
High
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Industrial - Machinery: +7.4%
  • EPS growth Industrial - Machinery: +15.6%
    +3.3% Q1'26: -167.6% (vs Q1'25)
  • FCF margin FCF growth · Industrial - Machinery: +38.2%
  • EBIT margin Industrial - Machinery: +10.0%
  • ROIC Industrial - Machinery: +6.8%
    -55.8% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Industrial - Machinery: +0.0%
    +48.0% Q1'26: +23.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×
    -0.01× Q1'26: -0.01× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.18) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 5.38 Current price: 45.81
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2024
actual
Dec 2025
actual
Dec 2026
9 Rev. Ana.
14 EPS Ana.
Dec 2027
8 Rev. Ana.
13 EPS Ana.
Dec 2028
10 Rev. Ana.
11 EPS Ana.
Dec 2029
5 Rev. Ana.
4 EPS Ana.
Dec 2030
5 Rev. Ana.
4 EPS Ana.
Revenue
2.02M
2.02M – 2.02M
8.21M
8.21M – 8.21M
+305.2% YoY
70.70M
70.70M – 70.70M
+761.6% YoY
176.28M
176.28M – 176.28M
+149.4% YoY
315.34M
315.34M – 315.34M
+78.9% YoY
EBITDA
-52.53M
-138.77M
— – —
— – —
— – —
— – —
— – —
EBIT
-52.80M
-139.29M
— – —
— – —
— – —
— – —
— – —
Net Income
-73.62M
est: -532.81M (+86.2%)
-105.66M
est: -91.54M (-15.4%)
-124.05M
-185.69M – -59.80M
-35.5% YoY
-149.90M
-162.39M – -89.78M
-20.8% YoY
-147.53M
-202.44M – -60.89M
+1.6% YoY
-67.78M
-67.78M – -67.78M
+54.1% YoY
68.98M
68.98M – 68.98M
+201.8% YoY
SGA
26.32M
80.44M
— – —
— – —
— – —
— – —
— – —
EPS
-0.74
est: -5.39 (+86.2%)
-0.72
est: -0.61 (-17.9%)
-0.81
-1.27 – -0.41
-32.1% YoY
-0.92
-1.11 – -0.61
-14.1% YoY
-0.94
-1.38 – -0.42
-2.5% YoY
-0.46
-0.46 – -0.46
+50.9% YoY
0.47
0.47 – 0.47
+201.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C+ 2/5 3/5 1/5 1/5 5/5 1/5 1/5
2026-05-08 C 2/5 3/5 1/5 1/5 4/5 1/5 1/5
2026-05-07 C 2/5 3/5 1/5 1/5 4/5 1/5 1/5
2026-05-06 C 2/5 3/5 1/5 1/5 4/5 1/5 1/5
2026-05-05 C 2/5 3/5 1/5 1/5 4/5 1/5 1/5
2026-05-04 C 2/5 3/5 1/5 1/5 4/5 1/5 1/5
2026-05-01 C 2/5 3/5 1/5 1/5 4/5 1/5 1/5
2026-04-30 C 2/5 3/5 1/5 1/5 4/5 1/5 1/5
2026-04-29 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-04-28 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-04-27 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-04-24 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-04-23 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-22 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-21 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-20 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-17 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-16 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-15 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history)

Owner's Earnings history not available.

Owner alignment
Owner's Earnings TTM
OE per share TTM
Owner's Yield
Maintenance CapEx ratio
Maint CapEx / Avg PPE

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
285
Total invested
354.89M
Insider transactions (90d)
4
Beneficial owners (>5%)
26
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Caroline Cochran 22.10M 18.10% 22.10M 22.10M IN United States 2024-05-16
2 Jacob DeWitte 22.10M 18.10% 22.10M 22.10M IN 2024-05-16
3 Matthew Ocko (“Ocko”) 7.03M 5.80% 7.03M 7.03M IN Delaware 2024-05-20
4 Zachary Bogue (“Bogue”) 7.03M 5.80% 7.03M 7.03M IN Delaware 2024-05-20
5 Data Collective IV GP, LLC (“DCVC IV GP”) 6.92M 5.70% 6.92M 6.92M OO Delaware 2024-05-20
6 Data Collective IV, L.P. (“DCVC IV”) 6.92M 5.70% 6.92M 6.92M PN Delaware 2024-05-20
7 Ajay Royan 6.51M 5.30% 6.51M 6.51M IN Delaware 2024-05-20
8 Mithril II GP LP 6.51M 5.30% 6.51M 6.51M PN Delaware 2024-05-20
9 Mithril II LP 6.51M 5.30% 6.51M 6.51M PN Delaware 2024-05-20
10 Mithril II UGP LLC 6.51M 5.30% 6.51M 6.51M OO Delaware 2024-05-20
11 Peter Thiel 6.51M 5.30% 6.51M 6.51M IN Delaware 2024-05-20
12 Encompass Capital Advisors LLC 6.16M 5.05% 6.16M IA Delaware 2024-08-09
13 Todd J. Kantor 6.16M 5.05% 6.16M HC, IN Delaware 2024-08-09
14 Fort Baker Capital Management LP 2.52M 5.85% 2.52M IA 2024-02-14
15 Fort Baker Capital, LLC 2.52M 5.85% 2.52M HC DELAWARE 2024-02-14
16 Steven Patrick Pigott 2.52M 5.85% 2.52M IN 2024-02-14
17 Meteora Capital, LLC 2.32M 7.59% 2.32M IA Delaware 2024-02-14
18 Vik Mittal 2.32M 7.59% 2.32M IN United States 2024-02-14
19 Road”) 110.3K 0.10% 110.3K 110.3K OO Delaware 2024-05-20
20 ZNM Capital Management, LLC (“ZNM”) 110.3K 0.10% 110.3K 110.3K OO Delaware 2024-05-20
21 Jennifer Just 0.00% IN United States 2024-03-21
22 Matthew Hulsizer 0.00% IN Delaware 2024-03-21
23 PEAK6 Capital Management LLC 0.00% BD Delaware 2024-03-21
24 PEAK6 Group LLC 0.00% HC Delaware 2024-03-21
25 PEAK6 Investments LLC 0.00% HC Delaware 2024-03-21
26 PEAK6 LLC 0.00% HC Delaware 2024-03-21

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
285
-466 vs prev Q
New positions
47
Closed positions
462
Increased
161
Reduced
68
Put/Call ratio
0.85
Calls held
149.8K
Puts held
126.5K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 174.2K +174.2K (+100.0%) 12.50B +12.5B (+100.0%) 0.12% +0.116 pp 0.21% +0.207 pp USD71.76 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 14.82M +6.2M (+72.0%) 1.06B +101.8M (+10.6%) 9.86% +3.706 pp 0.02% +0.001 pp USD62.81 +14.2% 6 qtrs
3 VANGUARD GROUP INC 11.64M +44.0K (+0.4%) 835.11M -459.1M (-35.5%) 7.74% -0.537 pp 0.01% -0.007 pp USD54.28 +32.2% 7 qtrs
4 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 7.82M +721.0K (+10.2%) 561.40M -231.4M (-29.2%) 5.20% +0.133 pp 0.84% -0.429 pp USD53.36 +34.5% 6 qtrs
5 JANE STREET GROUP, LLC 5.27M +1.2M (+30.5%) 377.95M -72.6M (-16.1%) 3.50% +0.621 pp 0.06% -0.012 pp USD81.69 -12.2% 6 qtrs
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 4.49M -775.3K (-14.7%) 322.37M -265.7M (-45.2%) 2.99% -0.773 pp 0.04% -0.030 pp USD66.37 +8.1% 8 qtrs
7 CITADEL ADVISORS LLC 4.34M -445.4K (-9.3%) 311.22M -222.6M (-41.7%) 2.88% -0.530 pp 0.05% -0.035 pp USD78.64 -8.7% 7 qtrs
8 VAN ECK ASSOCIATES CORP 3.96M +481.3K (+13.9%) 283.90M -104.0M (-26.8%) 2.63% +0.151 pp 0.23% -0.126 pp USD54.62 +31.4% 6 qtrs
9 STATE STREET CORP 3.06M +584.2K (+23.6%) 219.60M -56.8M (-20.5%) 2.04% +0.268 pp 0.01% -0.002 pp USD59.43 +20.7% 8 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 2.82M +185.3K (+7.0%) 201.67M -92.0M (-31.3%) 1.87% -0.005 pp 0.01% -0.006 pp USD51.78 +38.6% 7 qtrs
11 MORGAN STANLEY 1.88M -411.3K (-17.9%) 135.20M -121.0M (-47.2%) 1.25% -0.386 pp 0.01% -0.007 pp USD60.58 +18.5% 10 qtrs
12 D. E. SHAW & CO., INC. 1.52M -2.9K (-0.2%) 108.80M -60.8M (-35.8%) 1.01% -0.076 pp 0.06% -0.036 pp USD49.35 +45.4% 4 qtrs
13 NOMURA HOLDINGS INC 1.27M +1.1M (+662.0%) 91.48M +72.8M (+389.8%) 0.85% +0.728 pp 0.12% +0.093 pp USD76.99 -6.8% 2 qtrs
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.16M +90.2K (+8.4%) 83.26M -36.2M (-30.3%) 0.77% +0.008 pp 0.01% -0.006 pp USD54.53 +31.6% 7 qtrs
15 NORGES BANK 1.03M +1.0M (+100.0%) 73.79M +73.8M (+100.0%) 0.68% +0.684 pp 0.01% +0.008 pp USD71.76 +0.0% 1 qtrs NEW
16 NORTHERN TRUST CORP 1.02M +52.8K (+5.5%) 73.14M -34.7M (-32.2%) 0.68% -0.012 pp 0.01% -0.005 pp USD57.46 +24.9% 7 qtrs
17 UBS GROUP AG 1.00M -1.5M (-60.3%) 71.98M -209.7M (-74.4%) 0.67% -1.134 pp 0.01% -0.033 pp USD62.52 +14.8% 11 qtrs
18 CLEAR STREET GROUP INC. 842.2K +442.2K (+110.5%) 60.43M +15.8M (+35.3%) 0.56% +0.275 pp 0.22% +0.072 pp USD90.70 -20.9% 2 qtrs
19 MAREX GROUP PLC 788.1K +133.4K (+20.4%) 56.55M -19.4M (-25.5%) 0.52% +0.057 pp 0.36% -0.181 pp USD83.13 -13.7% 3 qtrs
20 CANTOR FITZGERALD, L. P. 660.0K +69.4K (+11.8%) 47.36M -18.6M (-28.2%) 0.44% +0.017 pp 0.72% +0.078 pp USD107.44 -33.2% 2 qtrs
21 SELECT EQUITY GROUP, L.P. 640.6K +640.6K (+100.0%) 45.97M +46.0M (+100.0%) 0.43% +0.426 pp 0.20% +0.198 pp USD71.76 +0.0% 1 qtrs NEW
22 BANK OF MONTREAL /CAN/ 631.1K +269.0K (+74.3%) 45.29M +4.9M (+12.0%) 0.42% +0.161 pp 0.02% +0.000 pp USD94.64 -24.2% 2 qtrs
23 PORTLAND INVESTMENT COUNSEL INC. 622.8K -143.7K (-18.7%) 44.63M -40.9M (-47.8%) 0.41% -0.133 pp 13.44% -9.979 pp USD8.17 +778.3% 7 qtrs
24 BANK OF NEW YORK MELLON CORP 510.9K +132.4K (+35.0%) 36.67M -5.6M (-13.2%) 0.34% +0.070 pp 0.01% -0.002 pp USD67.39 +6.5% 4 qtrs
25 CAPITAL WORLD INVESTORS 505.9K +24.9K (+5.2%) 36.31M -17.4M (-32.4%) 0.34% -0.007 pp 0.00% -0.002 pp USD109.67 -34.6% 2 qtrs
26 LPL FINANCIAL LLC 501.6K +14.1K (+2.9%) 36.00M -18.4M (-33.9%) 0.33% -0.014 pp 0.01% -0.006 pp USD38.87 +84.6% 6 qtrs
27 WALLEYE TRADING LLC 420.7K +114.0K (+37.2%) 30.19M -4.0M (-11.8%) 0.28% +0.061 pp 0.04% -0.009 pp USD46.38 +54.7% 5 qtrs
28 UBS ASSET MANAGEMENT AMERICAS INC 414.8K +197.5K (+90.9%) 29.76M +5.5M (+22.7%) 0.28% +0.121 pp 0.01% +0.001 pp USD54.53 +31.6% 6 qtrs
29 PEAK6 LLC 404.0K -351.2K (-46.5%) 28.99M -55.3M (-65.6%) 0.27% -0.270 pp 0.05% -0.070 pp USD62.30 +15.2% 5 qtrs
30 BARCLAYS PLC 400.8K +393.5K (+5,427.9%) 28.76M +28.7M (+48,933.2%) 0.27% +0.261 pp 0.01% +0.007 pp USD71.46 +0.4% 7 qtrs
31 BANK OF AMERICA CORP /DE/ 399.3K -63.0K (-13.6%) 28.65M -22.9M (-44.5%) 0.27% -0.064 pp 0.00% -0.001 pp USD80.71 -11.1% 8 qtrs
32 CAPITAL FUND MANAGEMENT S.A. 386.0K -20.5K (-5.0%) 27.70M -17.7M (-39.0%) 0.26% -0.034 pp 0.08% -0.042 pp USD21.59 +232.4% 5 qtrs
33 WELLS FARGO & COMPANY/MN 357.2K +22.9K (+6.8%) 25.63M -11.7M (-31.3%) 0.24% -0.001 pp 0.00% -0.002 pp USD55.66 +28.9% 7 qtrs
34 DEUTSCHE BANK AG\ 352.1K +268.4K (+320.5%) 25.27M +15.9M (+170.3%) 0.23% +0.174 pp 0.01% +0.005 pp USD70.54 +1.7% 5 qtrs
35 MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 345.2K +180.4K (+109.4%) 24.77M +6.4M (+34.6%) 0.23% +0.112 pp 0.07% +0.011 pp USD71.11 +0.9% 6 qtrs
36 GOLDMAN SACHS GROUP INC 344.4K +344.4K (+100.0%) 24.71M +24.7M (+100.0%) 0.23% +0.229 pp 0.00% +0.003 pp USD71.76 +0.0% 7 qtrs
37 NUVEEN, LLC 339.4K +71.4K (+26.6%) 24.36M -5.6M (-18.6%) 0.23% +0.034 pp 0.01% -0.002 pp USD64.50 +11.3% 3 qtrs
38 MAN GROUP PLC 336.8K +336.8K (+100.0%) 24.17M +24.2M (+100.0%) 0.22% +0.224 pp 0.04% +0.041 pp USD71.76 +0.0% 1 qtrs NEW
39 RAYMOND JAMES FINANCIAL INC 318.6K -13.3K (-4.0%) 22.86M -14.2M (-38.3%) 0.21% -0.025 pp 0.01% -0.005 pp USD23.80 +201.5% 5 qtrs
40 JPMORGAN CHASE & CO 303.7K -728.0K (-70.6%) 21.79M -93.4M (-81.1%) 0.20% -0.535 pp 0.00% -0.006 pp USD87.75 -18.2% 12 qtrs
41 SWISS NATIONAL BANK 303.5K +103.5K (+51.8%) 21.78M -546.8K (-2.4%) 0.20% +0.059 pp 0.01% +0.000 pp USD66.68 +7.6% 6 qtrs
42 LEGAL & GENERAL GROUP PLC 298.6K +177.4K (+146.3%) 21.43M +7.9M (+58.3%) 0.20% +0.112 pp 0.00% +0.002 pp USD69.78 +2.8% 6 qtrs
43 FMR LLC 264.2K +109.8K (+71.1%) 18.96M +1.7M (+10.0%) 0.18% +0.066 pp 0.00% +0.000 pp USD79.42 -9.6% 5 qtrs
44 EXCHANGE TRADED CONCEPTS, LLC 259.7K +49.0K (+23.2%) 18.64M -4.9M (-20.8%) 0.17% +0.022 pp 0.14% -0.058 pp USD40.00 +79.4% 8 qtrs
45 WELLINGTON MANAGEMENT GROUP LLP 254.3K -196.4K (-43.6%) 18.25M -32.1M (-63.7%) 0.17% -0.153 pp 0.00% -0.006 pp USD55.99 +28.2% 3 qtrs
46 LAKEWOOD CAPITAL MANAGEMENT, LP 240.0K +230.0K (+2,300.0%) 17.22M +16.1M (+1,442.8%) 0.16% +0.153 pp 1.14% +1.056 pp USD73.42 -2.3% 2 qtrs
47 QUANTBOT TECHNOLOGIES LP 234.8K +234.8K (+100.0%) 16.85M +16.8M (+100.0%) 0.16% +0.156 pp 0.56% +0.560 pp USD71.76 +0.0% 1 qtrs NEW
48 CARDIFF PARK ADVISORS, LLC 223.3K +100.0 (+0.0%) 16.03M -8.9M (-35.7%) 0.15% -0.011 pp 1.32% -0.594 pp USD9.36 +666.7% 7 qtrs
49 ARK INVESTMENT MANAGEMENT LLC 223.0K +66.6K (+42.5%) 16.01M -1.5M (-8.4%) 0.15% +0.037 pp 0.11% +0.002 pp USD27.09 +164.9% 6 qtrs
50 SUMITOMO MITSUI TRUST HOLDINGS, INC. 222.5K +222.5K (+100.0%) 15.97M +16.0M (+100.0%) 0.15% +0.148 pp 0.01% +0.009 pp USD71.76 +0.0% 1 qtrs NEW
51 DIMENSIONAL FUND ADVISORS LP 220.7K +165.2K (+298.1%) 15.83M +9.6M (+155.0%) 0.15% +0.107 pp 0.00% +0.002 pp USD81.77 -12.2% 2 qtrs
52 SCULPTOR CAPITAL LP 210.8K +— (+0.0%) 15.13M -8.4M (-35.7%) 0.14% -0.010 pp 0.16% -0.122 pp USD21.42 +235.0% 5 qtrs
53 POINT72 ASSET MANAGEMENT, L.P. 207.7K +207.7K (+100.0%) 14.90M +14.9M (+100.0%) 0.14% +0.138 pp 0.02% +0.017 pp USD71.76 +0.0% 1 qtrs NEW
54 CI PRIVATE WEALTH, LLC 206.1K -17.7K (-7.9%) 14.79M -10.2M (-40.8%) 0.14% -0.023 pp 0.02% -0.020 pp USD8.00 +797.0% 7 qtrs
55 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 189.4K +10.2K (+5.7%) 13.59M -6.4M (-32.1%) 0.13% -0.002 pp 0.01% -0.004 pp USD109.48 -34.5% 2 qtrs
56 CITIGROUP INC 185.0K +87.3K (+89.4%) 13.28M +2.4M (+21.7%) 0.12% +0.053 pp 0.01% +0.001 pp USD62.91 +14.1% 10 qtrs
57 JUMP FINANCIAL, LLC 181.4K +162.2K (+846.4%) 13.02M +10.9M (+508.4%) 0.12% +0.107 pp 0.16% +0.134 pp USD75.97 -5.5% 4 qtrs
58 ROYAL BANK OF CANADA 181.1K -101.1K (-35.8%) 13.00M -18.5M (-58.7%) 0.12% -0.081 pp 0.00% -0.003 pp USD57.35 +25.1% 16 qtrs
59 ROCKEFELLER CAPITAL MANAGEMENT L.P. 171.1K +138.7K (+427.1%) 12.28M +8.7M (+238.8%) 0.11% +0.091 pp 0.02% +0.015 pp USD62.25 +15.3% 4 qtrs
60 CLOUDALPHA CAPITAL MANAGEMENT LIMITED/HONG KONG 164.3K +164.3K (+100.0%) 11.79M +11.8M (+100.0%) 0.11% +0.109 pp 0.56% +0.555 pp USD71.76 +0.0% 4 qtrs
61 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 151.2K +131.7K (+675.5%) 11.77M +9.6M (+440.5%) 0.10% +0.087 pp 0.01% +0.006 pp USD76.90 -6.7% 2 qtrs
62 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 160.5K -465.0K (-74.3%) 11.52M -58.3M (-83.5%) 0.11% -0.340 pp 0.01% -0.035 pp USD111.63 -35.7% 2 qtrs
63 RHUMBLINE ADVISERS 156.3K -9.0K (-5.5%) 11.22M -7.2M (-39.2%) 0.10% -0.014 pp 0.01% -0.006 pp USD57.27 +25.3% 4 qtrs
64 PRIVATE ADVISOR GROUP, LLC 147.5K +3.4K (+2.4%) 10.58M -5.5M (-34.2%) 0.10% -0.005 pp 0.05% -0.029 pp USD29.88 +140.2% 6 qtrs
65 BNP PARIBAS ARBITRAGE, SNC 133.8K +58.7K (+78.1%) 9.60M +1.2M (+14.5%) 0.09% +0.035 pp 0.00% 0.000 pp USD48.71 +47.3% 5 qtrs
66 CAPROCK GROUP, LLC 133.3K +423.0 (+0.3%) 9.56M -219.4K (-2.2%) 0.09% -0.006 pp 0.20% -0.039 pp USD111.50 -35.6% 2 qtrs
67 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 132.1K +34.4K (+35.3%) 9.48M -1.4M (-13.1%) 0.09% +0.018 pp 0.01% -0.002 pp USD65.13 +10.2% 6 qtrs
68 CETERA INVESTMENT ADVISERS 128.6K +11.5K (+9.8%) 9.23M -3.8M (-29.4%) 0.09% +0.002 pp 0.01% -0.005 pp USD31.46 +128.1% 6 qtrs
69 PICTET ASSET MANAGEMENT HOLDING SA 128.1K +73.0K (+132.6%) 9.19M +3.0M (+49.5%) 0.09% +0.046 pp 0.01% +0.003 pp USD64.42 +11.4% 6 qtrs
70 PARALLAX VOLATILITY ADVISERS, L.P. 126.1K -5.4K (-4.1%) 9.05M -5.6M (-38.4%) 0.08% -0.010 pp 0.02% -0.004 pp USD86.24 -16.8% 3 qtrs
71 COLONY GROUP, LLC 125.1K +9.3K (+8.0%) 8.98M -3.9M (-30.5%) 0.08% +0.001 pp 0.01% -0.011 pp USD22.08 +225.0% 6 qtrs
72 ALLIANCEBERNSTEIN L.P. 123.0K -45.8K (-27.1%) 8.83M -10.0M (-53.2%) 0.08% -0.039 pp 0.00% -0.003 pp USD55.99 +28.2% 5 qtrs
73 SG AMERICAS SECURITIES, LLC 120.8K +97.5K (+419.7%) 8.67M +6.1M (+234.0%) 0.08% +0.064 pp 0.01% +0.002 pp USD67.60 +6.2% 4 qtrs
74 JAIN GLOBAL LLC 117.6K +117.6K (+100.0%) 8.44M +8.4M (+100.0%) 0.08% +0.078 pp 0.04% +0.041 pp USD71.76 +0.0% 1 qtrs NEW
75 INVESCO LTD. 113.6K -105.4K (-48.1%) 8.15M -16.3M (-66.7%) 0.08% -0.081 pp 0.00% -0.003 pp USD76.73 -6.5% 3 qtrs
76 VIRTU FINANCIAL LLC 113.5K +20.2K (+21.7%) 8.15M -2.3M (-21.8%) 0.08% +0.009 pp 0.32% -0.266 pp USD104.52 -31.3% 4 qtrs
77 HSBC HOLDINGS PLC 112.4K +103.6K (+1,184.4%) 8.06M +7.1M (+729.0%) 0.07% +0.069 pp 0.00% +0.004 pp USD70.53 +1.7% 3 qtrs
78 ADVISOR GROUP HOLDINGS, INC. 112.0K -53.9K (-32.5%) 8.03M -6.6M (-44.9%) 0.07% -0.044 pp 0.01% -0.009 pp USD41.81 +71.6% 8 qtrs
79 DG CAPITAL MANAGEMENT, LLC 111.5K +111.5K (+100.0%) 8.00M +8.0M (+100.0%) 0.07% +0.074 pp 3.51% +3.510 pp USD71.76 +0.0% 1 qtrs NEW
80 PRICE T ROWE ASSOCIATES INC /MD/ 107.9K -177.4K (-62.2%) 7.74M -24.1M (-75.7%) 0.07% -0.132 pp 0.00% -0.003 pp USD87.86 -18.3% 4 qtrs
81 TWO SIGMA INVESTMENTS, LP 104.9K -575.0 (-0.5%) 7.52M -4.2M (-36.1%) 0.07% -0.006 pp 0.01% -0.007 pp USD43.18 +66.2% 9 qtrs
82 AMUNDI 103.7K +103.7K (+100.0%) 7.44M +7.4M (+100.0%) 0.07% +0.069 pp 0.00% +0.002 pp USD71.76 +0.0% 1 qtrs NEW
83 HITE HEDGE ASSET MANAGEMENT LLC 103.6K -45.0K (-30.3%) 7.44M -9.2M (-55.2%) 0.07% -0.037 pp 0.47% -0.426 pp USD39.19 +83.1% 10 qtrs
84 FORA CAPITAL, LLC 103.4K +97.5K (+1,661.0%) 5.81M +5.2M (+786.1%) 0.07% +0.065 pp 0.70% +0.586 pp USD68.91 +4.1% 4 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.21
Bearish
Ratio by volume
0.07
Bearish
Buys
8
Sells
38
Shares acquired
63.0K
Shares disposed
876.8K
Cash buys
Cash sales
34.00
Net activity
-813,762
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-04 Bealmear Richard Craig Officer M-Exempt D Stock Options 5,880 3.18 18.7K 802,403 D
2026-05-01 DeWitte Jacob Director / Officer / 10% Owner S-Sale D Class A Common Stock 60,000 70.19 4.21M 598,039 I
2026-05-01 Cochran Caroline Director / Officer / 10% Owner S-Sale D Class A Common Stock 60,000 70.19 4.21M 598,039 D
2026-05-01 Bealmear Richard Craig Officer M-Exempt D Stock Options 16,216 3.18 51.6K 808,283 D
2026-04-10 Peters Mark T Director Class A Common Stock 0 0.00 100 I
2026-04-10 Park David G Director A-Award A Restricted Stock Units 4,699 0.00 4,699 D
2026-04-10 Kan Derek T. Director A-Award A Restricted Stock Units 4,699 0.00 4,699 D
2026-04-10 CHRISTIAN DAVID A Director 0 0.00 0
2026-04-02 Bealmear Richard Craig Officer M-Exempt D Stock Options 5,754 3.18 18.3K 824,499 D
2026-04-01 DeWitte Jacob Director / Officer / 10% Owner S-Sale D Class A Common Stock 26,943 51.20 1.38M 658,039 I
2026-04-01 Cochran Caroline Director / Officer / 10% Owner S-Sale D Class A Common Stock 40,000 50.50 2.02M 656,483 I
2026-04-01 Bealmear Richard Craig Officer M-Exempt D Stock Options 16,342 3.18 52.0K 830,253 D
2026-03-31 DeWitte Jacob Director / Officer / 10% Owner J-Other A Class A Common Stock 506,807 0.00 506,807 I
2026-03-31 Cochran Caroline Director / Officer / 10% Owner J-Other A Class A Common Stock 506,807 0.00 506,807 I
2026-03-30 DeWitte Jacob Director / Officer / 10% Owner J-Other A Class A Common Stock 506,807 0.00 7,851,901 I
2026-03-30 Cochran Caroline Director / Officer / 10% Owner J-Other A Class A Common Stock 506,807 0.00 7,851,901 I
2026-03-27 Kinzley Richard Director G-Gift D Class A Common Stock 900 0.00 15,754 I
2026-03-27 Jansen John M Director S-Sale D Class A Common Stock 10,500 51.52 541.0K 12,354 D
2026-03-25 Schweiger Patrick Joseph Officer S-Sale D Class A Common Stock 5,561 56.48 314.1K 19,430 D
2026-03-25 Goodwin William Carroll Murphy Officer S-Sale D Class A Common Stock 10,639 56.48 600.9K 26,037 D
2026-03-24 Schweiger Patrick Joseph Officer M-Exempt A Class A Common Stock 12,882 0.00 24,991 D
2026-03-24 Goodwin William Carroll Murphy Officer M-Exempt D Restricted Stock Units 20,685 0.00 166,758 D
2026-03-13 DeWitte Jacob Director / Officer / 10% Owner S-Sale D Class A Common Stock 72,960 60.00 4.38M 751,533 D
2026-03-13 Cochran Caroline Director / Officer / 10% Owner S-Sale D Class A Common Stock 72,960 60.00 4.38M 751,533 I
2026-03-13 Bealmear Richard Craig Officer S-Sale D Class A Common Stock 72,090 60.00 4.33M 386,008 D
2026-03-12 DeWitte Jacob Director / Officer / 10% Owner M-Exempt A Class A Common Stock 23,937 59.59 1.43M 824,493 D
2026-03-12 Cochran Caroline Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 5,191 0.00 10,383 D
2026-03-12 Bealmear Richard Craig Officer M-Exempt A Class A Common Stock 80,000 59.59 4.77M 374,255 D
2026-03-10 Kinzley Richard Director J-Other A Class A Common Stock 16,854 0.00 16,854 I
2026-03-09 Goodwin William Carroll Murphy Officer S-Sale D Class A Common Stock 2,820 56.69 159.9K 15,991 D
2026-03-06 Schweiger Patrick Joseph Officer F-InKind D Class A Common Stock 1,280 58.26 74.6K 12,109 D
2026-03-06 Kinzley Richard Director M-Exempt A Class A Common Stock 16,854 58.25 981.7K 20,654 D
2026-03-06 Jansen John M Director M-Exempt D Restricted Stock Units 16,854 0.00 0 D
2026-03-06 Goodwin William Carroll Murphy Officer M-Exempt A Class A Common Stock 5,191 0.00 18,811 D
2026-03-03 Bealmear Richard Craig Officer M-Exempt D Stock Options 5,839 3.18 18.6K 846,595 D
2026-03-02 DeWitte Jacob Director / Officer / 10% Owner S-Sale D Class A Common Stock 9,329 62.50 583.1K 716,247 D
2026-03-02 Cochran Caroline Director / Officer / 10% Owner S-Sale D Class A Common Stock 3,840 64.06 246.0K 688,196 I
2026-03-02 Bealmear Richard Craig Officer M-Exempt A Class A Common Stock 16,257 3.18 51.7K 310,512 D
2026-02-03 Bealmear Richard Craig Officer M-Exempt D Stock Options 97,342 3.18 309.5K 868,691 D
2026-02-02 DeWitte Jacob Director / Officer / 10% Owner S-Sale D Class A Common Stock 43,819 74.69 3.27M 748,197 D
2026-02-02 Cochran Caroline Director / Officer / 10% Owner S-Sale D Class A Common Stock 43,819 74.69 3.27M 748,197 I
2026-02-02 Bealmear Richard Craig Officer S-Sale D Class A Common Stock 9,726 76.93 748.2K 196,913 D
2026-01-09 DeWitte Jacob Director / Officer / 10% Owner S-Sale D Class A Common Stock 12,977 112.32 1.46M 1,396,097 I
2026-01-09 Cochran Caroline Director / Officer / 10% Owner S-Sale D Class A Common Stock 12,977 112.32 1.46M 1,396,096 I
2026-01-08 DeWitte Jacob Director / Officer / 10% Owner S-Sale D Class A Common Stock 1,255 100.00 125.5K 825,764 I
2026-01-08 Cochran Caroline Director / Officer / 10% Owner S-Sale D Class A Common Stock 1,255 100.00 125.5K 825,764 D
2026-01-07 DeWitte Jacob Director / Officer / 10% Owner S-Sale D Class A Common Stock 35,498 98.75 3.51M 843,789 D
2026-01-07 Cochran Caroline Director / Officer / 10% Owner S-Sale D Class A Common Stock 1,214 94.52 114.7K 923,862 I
2026-01-05 DeWitte Jacob Director / Officer / 10% Owner S-Sale D Class A Common Stock 100,000 90.29 9.03M 1,480,000 I
2026-01-05 Cochran Caroline Director / Officer / 10% Owner S-Sale D Class A Common Stock 100,000 90.29 9.03M 1,480,000 I
2025-12-24 DeWitte Jacob Director / Officer / 10% Owner G-Gift D Class A Common Stock 7,851,901 0.00 928,197 D
2025-12-24 Cochran Caroline Director / Officer / 10% Owner G-Gift D Class A Common Stock 7,851,901 0.00 928,197 I
2025-12-22 Schweiger Patrick Joseph Officer A-Award A Restricted Stock Units 8,652 0.00 8,652 D
2025-12-22 Goodwin William Carroll Murphy Officer A-Award A Restricted Stock Units 15,574 0.00 15,574 D
2025-12-22 DeWitte Jacob Director / Officer / 10% Owner S-Sale D Class A Common Stock 11,089 84.55 937.6K 1,581,644 I
2025-12-22 Cochran Caroline Director / Officer / 10% Owner A-Award A Restricted Stock Units 15,574 0.00 15,574 D
2025-12-22 Bealmear Richard Craig Officer A-Award A Restricted Stock Units 15,574 0.00 15,574 D
2025-12-18 Bealmear Richard Craig Officer S-Sale D Class A Common Stock 5,159 76.97 397.1K 196,913 D
2025-12-17 Bealmear Richard Craig Officer M-Exempt A Class A Common Stock 150,000 3.18 477.0K 271,913 D
2025-12-01 Goodwin William Carroll Murphy Officer S-Sale D Class A Common Stock 5,864 88.42 518.5K 13,620 D
2025-11-28 Goodwin William Carroll Murphy Officer M-Exempt D Restricted Stock Units 10,000 0.00 0 D
2025-11-19 Goodwin William Carroll Murphy Officer S-Sale D Class A Common Stock 11,936 101.84 1.22M 8,750 D
2025-11-18 Goodwin William Carroll Murphy Officer M-Exempt A Class A Common Stock 20,686 0.00 20,686 D
2025-09-30 DeWitte Jacob Director / Officer / 10% Owner S-Sale D Class A Common Stock 17,927 114.07 2.04M 9,808,970 D
2025-09-30 Cochran Caroline Director / Officer / 10% Owner S-Sale D Class A Common Stock 21,792 115.21 2.51M 9,509,188 D
2025-09-22 Klein Michael Stuart Director / 10% Owner S-Sale D Common Stock, par value $0.0001 per share 10,000 135.20 1.35M 150,000 I
2025-09-22 DeWitte Jacob Director / Officer / 10% Owner G-Gift D Class A Common Stock 25,000 121.84 3.05M 10,080,098 D
2025-09-22 Cochran Caroline Director / Officer / 10% Owner G-Gift D Class A Common Stock 25,000 121.84 3.05M 10,080,098 I
2025-09-18 Bealmear Richard Craig Officer S-Sale D Class A Common Stock 7,622 101.44 773.2K 121,913 D
2025-09-17 Bealmear Richard Craig Officer M-Exempt D Stock Options 100,000 3.18 318.0K 1,225,759 D
2025-09-05 Goodwin William Carroll Murphy Officer S-Sale D Class A Common Stock 41,387 70.09 2.90M 0 D
2025-08-14 Goodwin William Carroll Murphy Officer F-InKind D Class A Common Stock 41,356 76.80 3.18M 41,387 D
2025-08-06 Schweiger Patrick Joseph Officer Restricted Stock Units 38,648 0.00 0 D
2025-08-06 Goodwin William Carroll Murphy Officer Restricted Stock Units 2,202 0.00 0 D
2025-06-30 DeWitte Jacob Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,636 56.95 150.1K 9,802,108 I
2025-06-30 Cochran Caroline Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,636 56.95 150.1K 9,802,108 D
2025-06-24 DeWitte Jacob Director / Officer / 10% Owner G-Gift D Class A Common Stock 300,000 0.00 10,405,098 D
2025-06-24 Cochran Caroline Director / Officer / 10% Owner G-Gift D Class A Common Stock 300,000 0.00 10,405,098 I
2025-06-23 Klein Michael Stuart Director S-Sale D Common Stock, par value $0.0001 per share 12,100 53.71 649.8K 212,900 I
2025-06-20 Klein Michael Stuart Director S-Sale D Common Stock, par value $0.0001 per share 150,000 62.74 9.41M 250,000 I
2025-06-18 Klein Michael Stuart Director S-Sale D Common Stock, par value $0.0001 per share 100,000 63.53 6.35M 400,000 I
2025-05-29 DeWitte Jacob Director / Officer / 10% Owner G-Gift D Class A Common Stock 100,000 0.00 10,705,098 D
2025-05-29 Cochran Caroline Director / Officer / 10% Owner G-Gift D Class A Common Stock 100,000 0.00 10,705,098 I
2025-05-21 Kinzley Richard Director G-Gift D Class A Common Stock 1,200 0.00 3,800 D
2025-03-31 DeWitte Jacob Director / Officer / 10% Owner S-Sale D Class A Common Stock 41,000 21.80 893.9K 10,852,926 D
2025-03-31 Cochran Caroline Director / Officer / 10% Owner G-Gift D Class A Common Stock 75,000 0.00 10,777,926 I
2025-03-28 DeWitte Jacob Director / Officer / 10% Owner S-Sale D Class A Common Stock 104,404 22.64 2.36M 10,929,157 D
2025-03-28 Cochran Caroline Director / Officer / 10% Owner S-Sale D Class A Common Stock 35,231 23.58 830.8K 10,893,926 I
2025-03-27 Jansen John M Director P-Purchase A Class A Common Stock 6,000 24.57 147.4K 6,000 D
2025-03-27 DeWitte Jacob Director / Officer / 10% Owner S-Sale D Class A Common Stock 20,730 24.54 508.7K 11,048,196 D
2025-03-27 Cochran Caroline Director / Officer / 10% Owner S-Sale D Class A Common Stock 20,730 24.54 508.7K 11,048,196 I
2025-03-13 DeWitte Jacob Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 39,326 0.00 196,629 I
2025-03-13 Cochran Caroline Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 56,180 0.00 280,899 I
2025-03-13 Bealmear Richard Craig Officer M-Exempt D Restricted Stock Units 39,326 0.00 196,629 D
2025-03-06 PONEMAN DANIEL B Director A-Award A Restricted Stock Units 3,446 0.00 3,446 D
2025-03-04 Thompson Michael N. Jr. Director A-Award A Restricted Stock Units 3,446 0.00 3,446 D
2025-02-07 Bealmear Richard Craig Officer A-Award A Restricted Stock Units 80,000 0.00 80,000 D
2024-12-30 DeWitte Jacob Director / Officer / 10% Owner G-Gift D Class A Common Stock 35,000 0.00 13,068,926 D
2024-12-30 Cochran Caroline Director / Officer / 10% Owner G-Gift D Class A Common Stock 35,000 0.00 13,068,926 I
2024-12-23 Kinzley Richard Director P-Purchase A Class A Common Stock 5,000 19.95 99.8K 5,000 D
2024-12-20 DeWitte Jacob Director / Officer / 10% Owner S-Sale D Class A Common Stock 228,248 21.63 4.94M 12,543,085 I
2024-12-20 Cochran Caroline Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,321 20.24 47.0K 12,771,333 D
2024-11-19 DeWitte Jacob Director / Officer / 10% Owner M-Exempt A Class A Common Stock 1,913,474 0.00 13,103,926 D
2024-11-19 Cochran Caroline Director / Officer / 10% Owner M-Exempt A Class A Common Stock 1,913,474 0.00 13,103,926 I
2024-11-19 Altman Samuel H. Director M-Exempt A Class A Common Stock 581,100 0.00 3,732,479 I
2024-11-14 Klein Michael Stuart Director / 10% Owner J-Other D Common Stock, par value $0.0001 per share 13,450,000 0.00 500,000 I
2024-07-10 Wright Christopher A Director A-Award A Restricted Stock Units 16,854 0.00 16,854
2024-07-10 Kinzley Richard Director A-Award A Restricted Stock Units 16,854 0.00 16,854
2024-07-10 Jansen John M Director A-Award A Restricted Stock Units 16,854 0.00 16,854
2024-07-10 DeWitte Jacob Director / Officer / 10% Owner A-Award A Restricted Stock Units 235,955 0.00 235,955
2024-07-10 Cochran Caroline Director / Officer / 10% Owner A-Award A Restricted Stock Units 235,955 0.00 235,955
2024-07-10 Bealmear Richard Craig Officer A-Award A Restricted Stock Units 235,955 0.00 235,955
2024-05-09 Wright Christopher A Director 0 0.00 0
2024-05-09 Klein Michael Stuart Director / 10% Owner M-Exempt D Class B Common Stock, par value $0.0001 per share 12,500,000 0.00 0
2024-05-09 Kinzley Richard Director 0 0.00 0
2024-05-09 Jansen John M Director 0 0.00 0
2024-05-09 DeWitte Jacob Director / Officer 0 0.00 0
2024-05-09 Cochran Caroline Director / Officer / 10% Owner A-Award A Earnout Rights 2,063,583 0.00 2,063,583
2024-05-09 Bealmear Richard Craig Officer A-Award A Stock Option 1,325,759 3.18 4.22M 1,325,759
2024-05-09 Altman Samuel H. Director A-Award A Earnout Rights 581,131 0.00 581,131
2021-07-12 Klein Michael Stuart Director / Officer / 10% Owner A-Award A Class A common stock, par value $0.0001 per share 1,450,000 10.00 14.50M 1,450,000

Executive team

Top executives
Shares Outstanding
173.57M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Jacob DeWitte Chief Executive Officer 625.0K 406.3K 5.99M 14.0K 7.04M 85.15%
2 2025 R. Craig Bealmear Chief Financial Officer 440.0K 440.0K 4.97M 14.0K 5.87M 84.76%
3 2025 Caroline DeWitte Chief Operating Officer 440.0K 286.0K 1.30M 14.0K 2.04M 63.72%
4 2024 Jacob DeWitte Chief Executive Officer 425.1K 587.5K 2.62M 13.8K 3.65M 71.87%
5 2024 R. Craig Bealmear Chief Financial Officer 362.3K 281.2K 1.84M 13.3K 2.49M 73.65%
6 2024 Caroline DeWitte Chief Operating Officer 358.0K 279.0K 1.84M 13.7K 2.49M 73.83%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-21 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 4
2026-05-04 ARS
2026-05-04 4
2026-05-04 4
2026-05-01 144
2026-05-01 144
2026-05-01 144
2026-04-30 4
2026-04-30 3
2026-04-21 SC 13D/A

Executive team

NameTitleCompensationGender
Jacob Dewitte Co-Founder, Chief Executive Officer & Chairman 1M male
Richard Craig Bealmear Chief Financial Officer 894.0K male
Caroline DeWitte Co-Founder, COO & Director 740.0K
Caroline Cochrane Founder, Chief Operating Officer & Director 650.7K
Sam Doane Senior Director of Investor Relations
Alexandra Renner Chief Product Officer female
Stephanie Holmes Chief People & Culture Officer female
Bill Goodwin Chief Legal & Strategy Officer male
Bonita Chester Head of Communications & Media
Patrick Schweiger Chief Technology Officer male
ESG Rating
B
REGULATED ELECTRIC
Rank: 123 out of 127
2025
E (Environmental)
62.5 / 67.6
Company / Sector avg.
S (Social)
63.6 / 71.4
Company / Sector avg.
G (Governance)
61.1 / 69.3
Company / Sector avg.
ESG Total
62.4 / 69.4
Company / Sector avg.
ESG Score History REGULATED ELECTRIC
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits