Español 
Deutsch 
Français 
MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
OppFi Inc. (OPFI)
USD9.34
+0.14 (+1.52%)
US NYSE Technology Software - Application
Address
130 East Randolph Street 60601
Chicago, IL, US
Chicago, IL, US
CEO
Todd G. Schwartz
Website
oppfi.com
IPO
2020-11-20
CIK 1818502 ISIN US68386H1032
Also trades on
New York Stock Exchange · OPFI (USD)
New York Stock Exchange · OPFI-WT (USD)
Description
OppFi Inc. provides a financial technology platform that enables banks to extend various lending solutions. This platform notably features several distinct financial instruments: the OppLoan, a standard installment loan; SalaryTap, an installment loan secured via payroll deduction; and the OppFi Card, a dedicated credit card. OppFi's headquarters are situated in Chicago, Illinois.
News Sentiment (7d)
Based on only 1 article — low confidence
- Best Value Stocks to Buy for July 6th Zacks Investment Research
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary
Loading…
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
USD9.34
+0.14 (+1.52%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
695.9K
Beta
1.81
Float Shares
77.55M
Free Float %
90.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.43% | -8.92% | +13.29% | +5.45% | -5.59% | -11.19% | -23.60% | +338.21% | -7.47% | -5.69% | -5.69% |
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From
To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
Loading histogram data…
Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (6 ratings, all time)
Buy
Price Targets & DCF
Current price
9.34
Low
11.00
+17.8%
Consensus
11.00
+17.8%
Median
11.00
+17.8%
High
11.00
+17.8%
DCF (Unlevered)
29.40
+214.8%
DCF (Levered)
288.81
+2,992.2%
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)
67% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 4 |
7.25
-22.4%
|
Quality scores
Altman Z-Score
2.89
Grey zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Software - Application: +13.0%+13.5% ★ Q1'26: +8.3% (vs Q1'25)
-
EPS growth Software - Application: +28.6%+175.0% ★ Q1'26: +216.7% (vs Q1'25)
-
FCF margin FCF growth · Software - Application: +45.3%+24.3% Q1'26: +0.0% (vs Q1'25)
-
EBIT margin Software - Application: +9.4%+32.7% ★ Q1'26: +43.8% (vs Q1'25)
-
ROIC Software - Application: +7.5%+30.9% ★ Q1'26: +42.7% (vs Q1'25)
-
Share dilution Software - Application: +0.0%+31.6% Q1'26: +263.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×1.66× Q1'26: 1.12× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 2 EPS Ana. |
Dec 2027 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|
| Revenue |
350.57M
est: 354.31M (-1.1%)
|
452.86M
est: 442.56M (+2.3%)
|
508.95M
est: 244.37M (+108.3%)
|
525.96M
est: 523.76M (+0.4%)
|
597.05M
est: 597.60M (-0.1%)
|
660.46M
660.41M – 660.51M
+10.5% YoY
|
773.30M
757.36M – 796.56M
+17.1% YoY
|
| EBITDA |
100.53M
est: 165.86M (-39.4%)
|
244.77M
est: 207.17M (+18.1%)
|
290.51M
est: 113.43M (+156.1%)
|
308.60M
est: 243.12M (+26.9%)
|
200.66M
est: 277.39M (-27.7%)
|
306.57M
306.55M – 306.59M
+10.5% YoY
|
358.94M
351.55M – 369.74M
+17.1% YoY
|
| EBIT |
90.24M
est: 156.94M (-42.5%)
|
231.19M
est: 196.04M (+17.9%)
|
277.77M
est: 107.99M (+157.2%)
|
298.98M
est: 231.46M (+29.2%)
|
195.50M
est: 264.09M (-26.0%)
|
291.87M
291.85M – 291.89M
+10.5% YoY
|
341.73M
334.69M – 352.02M
+17.1% YoY
|
| Net Income |
25.55M
est: 15.71M (+62.6%)
|
7.10M
est: -453.5K (+1,665.2%)
|
-1.01M
est: 7.53M (-113.4%)
|
7.26M
est: 23.02M (-68.5%)
|
26.33M
est: 41.94M (-37.2%)
|
47.87M
46.30M – 49.44M
+14.1% YoY
|
57.07M
55.20M – 58.94M
+19.2% YoY
|
| SGA |
88.94M
est: 65.13M (+36.6%)
|
87.54M
est: 81.35M (+7.6%)
|
86.66M
est: 45.69M (+89.7%)
|
89.87M
est: 97.93M (-8.2%)
|
87.58M
est: 111.73M (-21.6%)
|
123.49M
123.48M – 123.50M
+10.5% YoY
|
144.58M
141.60M – 148.93M
+17.1% YoY
|
| EPS |
1.93
est: 0.78 (+147.4%)
|
0.51
est: -0.02 (+2,366.7%)
|
-0.06
est: 0.28 (-121.7%)
|
0.36
est: 0.86 (-58.3%)
|
0.99
est: 1.57 (-37.0%)
|
1.80
1.75 – 1.87
+14.1% YoY
|
2.14
2.08 – 2.22
+19.2% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-17 | Citizens | Market Outperform | Market Outperform | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | B | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 2/5 |
| 2026-05-06 | B | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 2/5 |
| 2026-05-05 | B | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 2/5 |
| 2026-05-04 | B | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 2/5 |
| 2026-05-01 | B | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-30 | B | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-29 | B | 3/5 | 1/5 | 5/5 | 3/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-28 | B | 3/5 | 1/5 | 5/5 | 3/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-27 | B | 3/5 | 1/5 | 5/5 | 3/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-24 | B | 3/5 | 1/5 | 5/5 | 3/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-23 | B | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-22 | B | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-21 | B | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-20 | B | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-17 | B | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-16 | B | 3/5 | 1/5 | 5/5 | 4/5 | 1/5 | 4/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
398.80M
OE per share TTM
12.71
Owner's Yield
152.13%
Maintenance CapEx ratio
9.38%
Maint CapEx / Avg PPE
5.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
31
Total invested
12.02M
Insider transactions (90d)
8
Beneficial owners (>5%)
35
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Todd Schwartz Capital Group LP | 33.68M | 30.60% | — | 33.68M | — | 10.00 | PN | Delaware | 2021-07-30 | ↗ |
| 2 | Blackstone Aqua Master Sub-Fund, a sub-fund of Blackstone Global Master Fund ICAV | 1.68M | 12.00% | — | 1.68M | — | 1.68M | CO | Ireland | 2021-08-13 | ↗ |
| 3 | (1) BlackRock, Inc. | 1.13M | 5.60% | 1.12M | — | 1.13M | — | HC | Delaware | 2024-11-08 | ↗ |
| 4 | LP | 1.09M | 7.50% | — | 1.09M | — | 1.09M | IA, PN | China (Hong Kong) and USA | 2022-01-27 | ↗ |
| 5 | WONG | 1.09M | 7.50% | — | 1.09M | — | 1.09M | HC, IN | China (Hong Kong) and USA | 2022-01-27 | ↗ |
| 6 | LINDEN CAPITAL L.P. | 1.01M | 6.90% | — | 1.01M | — | 1.01M | PN | China (Hong Kong) and USA | 2022-01-27 | ↗ |
| 7 | LLC | 1.01M | 6.90% | — | 1.01M | — | 1.01M | HC | China (Hong Kong) and USA | 2022-01-27 | ↗ |
| 8 | Walleye Capital LLC | 858.1K | 5.59% | 858.1K | — | 858.1K | — | IA | Minnesota | 2023-02-15 | ↗ |
| 9 | Ben Levine | 817.5K | 5.70% | — | 817.5K | — | 817.5K | HC, IN | Cayman Islands | 2022-04-12 | ↗ |
| 10 | LMR Partners AG | 817.5K | 5.70% | — | 817.5K | — | 817.5K | IA, CO | Cayman Islands | 2022-04-12 | ↗ |
| 11 | LMR Partners LLC | 817.5K | 5.70% | — | 817.5K | — | 817.5K | IA, OO | Cayman Islands | 2022-04-12 | ↗ |
| 12 | LMR Partners LLP | 817.5K | 5.70% | — | 817.5K | — | 817.5K | IA, PN | Cayman Islands | 2022-04-12 | ↗ |
| 13 | LMR Partners Limited | 817.5K | 5.70% | — | 817.5K | — | 817.5K | IA, CO | Cayman Islands | 2022-04-12 | ↗ |
| 14 | Stefan Renold | 817.5K | 5.70% | — | 817.5K | — | 817.5K | HC, IN | Cayman Islands | 2022-04-12 | ↗ |
| 15 | LMR CCSA Master Fund Ltd | 408.8K | 2.90% | — | 408.8K | — | 408.8K | CO | Cayman Islands | 2022-04-12 | ↗ |
| 16 | LMR Master Fund Ltd | 408.7K | 2.90% | — | 408.7K | — | 408.7K | CO | Cayman Islands | 2022-04-12 | ↗ |
| 17 | Gilder, Gagnon, Howe & Co. LLC | 219.5K | 1.60% | — | — | — | 219.5K | BD | New York | 2022-02-14 | ↗ |
| 18 | Blackstone Alternative Solutions L.L.C. | — | 0.00% | — | — | — | — | IA, OO | Delaware | 2021-11-18 | ↗ |
| 19 | Blackstone Group Management L.L.C. | — | 0.00% | — | — | — | — | OO | Delaware | 2021-11-18 | ↗ |
| 20 | Blackstone Holdings I L.P. | — | 0.00% | — | — | — | — | PN | Delaware | 2021-11-18 | ↗ |
| 21 | Blackstone Holdings I/II GP L.L.C. | — | 0.00% | — | — | — | — | OO | Delaware | 2021-11-18 | ↗ |
| 22 | Blackstone Inc. | — | 0.00% | — | — | — | — | CO | Delaware | 2021-11-18 | ↗ |
| 23 | Corsair Capital Investors, Ltd | — | 0.00% | — | — | — | — | CO | — | 2022-02-11 | ↗ |
| 24 | Corsair Capital Management, L.P. | — | 0.00% | — | — | — | — | IA, PN | — | 2022-02-11 | ↗ |
| 25 | Corsair Capital Partners 100, L.P.. | — | 0.00% | — | — | — | — | PN | — | 2022-02-11 | ↗ |
| 26 | Corsair Capital Partners, L.P. | — | 0.00% | — | — | — | — | PN | — | 2022-02-11 | ↗ |
| 27 | Corsair Select 100, L.P. | — | 0.00% | — | — | — | — | PN | — | 2022-02-11 | ↗ |
| 28 | Corsair Select Master Fund, Ltd | — | 0.00% | — | — | — | — | CO | — | 2022-02-11 | ↗ |
| 29 | Corsair Select, L.P. | — | 0.00% | — | — | — | — | PN | — | 2022-02-11 | ↗ |
| 30 | Glazer Capital, LLC | — | 0.00% | — | — | — | — | IA, OO | State of Delaware | 2022-02-14 | ↗ |
| 31 | Jay Petschek | — | 0.00% | — | — | — | — | IN | — | 2022-02-11 | ↗ |
| 32 | Paul J. Glazer | — | 0.00% | — | — | — | — | IN | United States | 2022-02-14 | ↗ |
| 33 | Stephen A. Schwarzman | — | 0.00% | — | — | — | — | IN | Delaware | 2021-11-18 | ↗ |
| 34 | Steven Major | — | 0.00% | — | — | — | — | IN | — | 2022-02-11 | ↗ |
| 35 | sub-fund | — | 0.00% | — | — | — | — | CO | Delaware | 2021-11-18 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
31
-120 vs prev Q
New positions
7
Closed positions
120
Increased
14
Reduced
5
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | 2.47M +1.6M (+193.3%) | 25.88M +16.3M (+170.7%) | 9.30% +6.127 pp | 0.00% +0.003 pp | USD10.76 -2.8% | 2 qtrs — |
| 2 | BLACKROCK, INC. | 1.99M +176.0K (+9.7%) | 20.80M +264.4K (+1.3%) | 7.47% +0.662 pp | 0.00% +0.000 pp | USD7.62 +37.3% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 1.63M +48.8K (+3.1%) | 17.08M -867.0K (-4.8%) | 6.14% +0.184 pp | 0.00% +0.000 pp | USD7.26 +44.1% | 18 qtrs — |
| 4 | UBS GROUP AG | 1.14M +337.2K (+42.2%) | 11.89M +2.8M (+31.3%) | 4.27% +1.267 pp | 0.00% +0.001 pp | USD10.70 -2.2% | 16 qtrs — |
| 5 | MORGAN STANLEY | 900.7K +61.4K (+7.3%) | 9.42M -88.2K (-0.9%) | 3.38% +0.231 pp | 0.00% +0.000 pp | USD8.67 +20.6% | 18 qtrs — |
| 6 | NUVEEN, LLC | 754.0K +263.7K (+53.8%) | 7.89M +2.3M (+42.0%) | 2.83% +0.991 pp | 0.00% +0.001 pp | USD10.83 -3.4% | 4 qtrs — |
| 7 | JPMORGAN CHASE & CO | 738.3K -42.0K (-5.4%) | 7.72M -1.1M (-12.6%) | 2.77% -0.158 pp | 0.00% +0.000 pp | USD12.26 -14.7% | 18 qtrs — |
| 8 | TWO SIGMA INVESTMENTS, LP | 644.5K -1.6K (-0.2%) | 6.74M -578.9K (-7.9%) | 2.42% -0.006 pp | 0.01% -0.001 pp | USD8.46 +23.6% | 9 qtrs — |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 616.2K -37.6K (-5.8%) | 6.45M -962.2K (-13.0%) | 2.32% -0.141 pp | 0.01% +0.000 pp | USD5.57 +87.8% | 16 qtrs — |
| 10 | MILLENNIUM MANAGEMENT LLC | 610.4K -466.7K (-43.3%) | 6.38M -5.8M (-47.7%) | 2.29% -1.754 pp | 0.00% -0.003 pp | USD9.90 +5.7% | 11 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 604.3K +35.1K (+6.2%) | 6.32M -127.9K (-2.0%) | 2.27% +0.132 pp | 0.00% +0.000 pp | USD6.53 +60.2% | 17 qtrs — |
| 12 | TWO SIGMA ADVISERS, LP | 552.5K -16.1K (-2.8%) | 5.78M -663.1K (-10.3%) | 2.08% -0.061 pp | 0.01% -0.002 pp | USD7.54 +38.7% | 9 qtrs — |
| 13 | STATE STREET CORP | 533.3K +60.8K (+12.9%) | 5.58M +225.2K (+4.2%) | 2.00% +0.229 pp | 0.00% +0.000 pp | USD7.66 +36.6% | 18 qtrs — |
| 14 | TUDOR INVESTMENT CORP ET AL | 522.1K -1.2K (-0.2%) | 5.46M -467.5K (-7.9%) | 1.96% -0.004 pp | 0.01% 0.000 pp | USD11.11 -5.9% | 8 qtrs — |
| 15 | LB PARTNERS LLC | 500.0K +— (+0.0%) | 5.23M -435.0K (-7.7%) | 1.88% +0.000 pp | 4.83% +1.191 pp | USD3.42 +205.8% | 9 qtrs — |
| 16 | GOLDMAN SACHS GROUP INC | 492.6K -179.6K (-26.7%) | 5.15M -2.5M (-32.3%) | 1.85% -0.675 pp | 0.00% 0.000 pp | USD10.90 -4.0% | 11 qtrs — |
| 17 | TREXQUANT INVESTMENT LP | 440.2K +76.5K (+21.0%) | 4.60M +483.4K (+11.7%) | 1.65% +0.287 pp | 0.04% -0.001 pp | USD10.30 +1.6% | 5 qtrs — |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 334.6K -201.2K (-37.6%) | 3.50M -2.6M (-42.3%) | 1.26% -0.756 pp | 0.00% 0.000 pp | USD10.29 +1.7% | 18 qtrs — |
| 19 | GLOBEFLEX CAPITAL L P | 334.4K +— (+0.0%) | 3.50M -291.0K (-7.7%) | 1.26% +0.000 pp | 0.54% -0.048 pp | USD9.87 +6.0% | 6 qtrs — |
| 20 | PDT PARTNERS, LLC | 326.3K +76.0K (+30.4%) | 3.41M +577.2K (+20.4%) | 1.23% +0.286 pp | 0.22% +0.043 pp | USD11.41 -8.3% | 3 qtrs — |
| 21 | DIMENSIONAL FUND ADVISORS LP | 284.1K +202.8K (+249.3%) | 2.97M +2.1M (+222.2%) | 1.07% +0.762 pp | 0.00% +0.000 pp | USD9.76 +7.2% | 6 qtrs — |
| 22 | PRINCIPAL FINANCIAL GROUP INC | 267.7K +98.9K (+58.6%) | 2.80M +887.6K (+46.4%) | 1.01% +0.372 pp | 0.00% +0.001 pp | USD12.69 -17.6% | 3 qtrs — |
| 23 | BANK OF AMERICA CORP /DE/ | 252.6K +176.9K (+233.8%) | 2.64M +1.8M (+208.2%) | 0.95% +0.665 pp | 0.00% +0.000 pp | USD10.80 -3.1% | 18 qtrs — |
| 24 | CITADEL ADVISORS LLC | 211.7K +119.0K (+128.4%) | 2.21M +1.2M (+110.8%) | 0.80% +0.447 pp | 0.00% +0.000 pp | USD9.25 +13.1% | 18 qtrs — |
| 25 | POINT72 ASSET MANAGEMENT, L.P. | 209.8K +209.8K (+100.0%) | 2.19M +2.2M (+100.0%) | 0.79% +0.789 pp | 0.00% +0.003 pp | USD10.46 +0.0% | 1 qtrs NEW |
| 26 | LPL FINANCIAL LLC | 206.3K +6.9K (+3.4%) | 2.16M -101.8K (-4.5%) | 0.78% +0.026 pp | 0.00% 0.000 pp | USD5.88 +77.9% | 9 qtrs — |
| 27 | NORTHERN TRUST CORP | 190.4K -7.8K (-3.9%) | 1.99M -254.3K (-11.3%) | 0.72% -0.029 pp | 0.00% +0.000 pp | USD6.47 +61.7% | 18 qtrs — |
| 28 | VICTORY CAPITAL MANAGEMENT INC | 168.2K -82.6K (-32.9%) | 1.76M -1.1M (-38.1%) | 0.63% -0.311 pp | 0.00% -0.001 pp | USD9.91 +5.5% | 5 qtrs — |
| 29 | SQUAREPOINT OPS LLC | 161.2K -129.9K (-44.6%) | 1.69M -1.6M (-48.9%) | 0.61% -0.488 pp | 0.00% -0.002 pp | USD11.25 -7.0% | 5 qtrs — |
| 30 | DEUTSCHE BANK AG\ | 128.3K +109.1K (+567.1%) | 1.34M +1.1M (+515.9%) | 0.48% +0.410 pp | 0.00% +0.000 pp | USD10.12 +3.4% | 5 qtrs — |
| 31 | JANE STREET GROUP, LLC | 123.0K -14.1K (-10.3%) | 1.29M -266.8K (-17.2%) | 0.46% -0.053 pp | 0.00% +0.000 pp | USD9.30 +12.5% | 4 qtrs — |
| 32 | KESTRA ADVISORY SERVICES, LLC | 115.0K +10.0K (+9.5%) | 1.20M +13.0K (+1.1%) | 0.43% +0.038 pp | 0.01% -0.001 pp | USD11.25 -7.0% | 2 qtrs — |
| 33 | WCG WEALTH ADVISORS LLC | 115.0K +58.2K (+102.5%) | 1.20M +559.3K (+86.9%) | 0.43% +0.219 pp | 0.03% -0.007 pp | USD10.89 -3.9% | 2 qtrs — |
| 34 | PEAK6 LLC | 104.9K +104.9K (+100.0%) | 1.10M +1.1M (+100.0%) | 0.39% +0.394 pp | 0.00% +0.002 pp | USD10.46 +0.0% | 4 qtrs — |
| 35 | LOS ANGELES CAPITAL MANAGEMENT LLC | 112.7K +22.7K (+25.3%) | 1.08M +65.0K (+6.4%) | 0.42% +0.086 pp | 0.00% +0.000 pp | USD11.15 -6.2% | 2 qtrs — |
| 36 | AMERIPRISE FINANCIAL INC | 95.6K +95.6K (+100.0%) | 999.6K +999.6K (+100.0%) | 0.36% +0.359 pp | 0.00% +0.000 pp | USD10.46 +0.0% | 6 qtrs — |
| 37 | DAVENPORT & CO LLC | 90.8K -24.2K (-21.1%) | 949.8K -353.7K (-27.1%) | 0.34% -0.091 pp | 0.01% -0.002 pp | USD11.57 -9.6% | 4 qtrs — |
| 38 | FIRST TRUST ADVISORS LP | 87.5K -238.0 (-0.3%) | 915.0K -78.8K (-7.9%) | 0.33% -0.001 pp | 0.00% 0.000 pp | USD11.33 -7.7% | 2 qtrs — |
| 39 | RAYMOND JAMES FINANCIAL INC | 85.2K -23.2K (-21.4%) | 890.9K -336.8K (-27.4%) | 0.32% -0.087 pp | 0.00% 0.000 pp | USD10.94 -4.4% | 5 qtrs — |
| 40 | MACKENZIE FINANCIAL CORP | 82.0K +13.0K (+18.8%) | 886.7K +104.1K (+13.3%) | 0.31% +0.049 pp | 0.00% +0.000 pp | USD11.19 -6.5% | 2 qtrs — |
| 41 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 83.3K +4.5K (+5.7%) | 871.6K -21.8K (-2.4%) | 0.31% +0.017 pp | 0.00% +0.000 pp | USD6.69 +56.4% | 15 qtrs — |
| 42 | FEDERATED HERMES, INC. | 82.9K +52.4K (+171.8%) | 867.2K +521.6K (+150.9%) | 0.31% +0.197 pp | 0.00% +0.001 pp | USD11.22 -6.8% | 6 qtrs — |
| 43 | BANK OF NEW YORK MELLON CORP | 82.8K +31.1K (+60.1%) | 866.6K +280.2K (+47.8%) | 0.31% +0.117 pp | 0.00% +0.000 pp | USD8.17 +28.0% | 15 qtrs — |
| 44 | CITIGROUP INC | 78.0K +74.4K (+2,033.7%) | 816.2K +774.8K (+1,869.9%) | 0.29% +0.280 pp | 0.00% +0.000 pp | USD10.20 +2.5% | 16 qtrs — |
| 45 | BARCLAYS PLC | 76.7K +34.6K (+82.1%) | 802.5K +603.2K (+302.6%) | 0.29% +0.130 pp | 0.00% +0.000 pp | USD10.11 +3.5% | 15 qtrs — |
| 46 | JUMP FINANCIAL, LLC | 70.3K -199.5K (-73.9%) | 735.3K -2.3M (-75.9%) | 0.26% -0.750 pp | 0.01% -0.028 pp | USD11.33 -7.7% | 5 qtrs — |
| 47 | VIDENT ADVISORY, LLC | 69.8K +69.8K (+100.0%) | 730.4K +730.4K (+100.0%) | 0.26% +0.262 pp | 0.01% +0.007 pp | USD10.46 +0.0% | 3 qtrs — |
| 48 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 68.7K -92.0K (-57.2%) | 718.6K -1.1M (-60.5%) | 0.26% -0.346 pp | 0.00% -0.001 pp | USD11.13 -6.0% | 6 qtrs — |
| 49 | BNP PARIBAS ARBITRAGE, SNC | 67.8K -96.8K (-58.8%) | 708.7K -1.2M (-62.0%) | 0.25% -0.364 pp | 0.00% -0.001 pp | USD11.53 -9.3% | 5 qtrs — |
| 50 | RUSSELL INVESTMENTS GROUP, LTD. | 66.0K -2.0K (-3.0%) | 690.0K -80.3K (-10.4%) | 0.25% -0.008 pp | 0.00% 0.000 pp | USD11.41 -8.3% | 6 qtrs — |
| 51 | AMERICAN CENTURY COMPANIES INC | 63.6K -1.9K (-2.9%) | 665.1K -76.7K (-10.3%) | 0.24% -0.007 pp | 0.00% +0.000 pp | USD7.76 +34.8% | 8 qtrs — |
| 52 | CREDIT AGRICOLE S A | 62.2K +— (+0.0%) | 650.5K -54.1K (-7.7%) | 0.23% +0.000 pp | 0.00% 0.000 pp | USD11.33 -7.7% | 2 qtrs — |
| 53 | WELLS FARGO & COMPANY/MN | 62.1K +12.8K (+26.0%) | 649.6K +91.2K (+16.3%) | 0.23% +0.048 pp | 0.00% +0.000 pp | USD9.79 +6.8% | 12 qtrs — |
| 54 | DIVERSIFY ADVISORY SERVICES, LLC | 65.0K -256.6K (-79.8%) | 644.5K -2.6M (-80.1%) | 0.24% -0.964 pp | 0.02% -0.088 pp | USD11.85 -11.7% | 4 qtrs — |
| 55 | ENGINEERS GATE MANAGER LP | 56.0K -107.1K (-65.6%) | 586.0K -1.3M (-68.3%) | 0.21% -0.402 pp | 0.01% -0.014 pp | USD11.47 -8.8% | 5 qtrs — |
| 56 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 56.9K +21.5K (+60.9%) | 585.8K +185.4K (+46.3%) | 0.21% +0.081 pp | 0.00% +0.000 pp | USD12.65 -17.3% | 3 qtrs — |
| 57 | CANADA PENSION PLAN INVESTMENT BOARD | 53.1K +53.1K (+100.0%) | 555.4K +555.4K (+100.0%) | 0.20% +0.200 pp | 0.00% +0.000 pp | USD10.46 +0.0% | 1 qtrs NEW |
| 58 | INVESCO LTD. | 48.6K +11.3K (+30.4%) | 508.1K +86.2K (+20.4%) | 0.18% +0.043 pp | 0.00% +0.000 pp | USD9.06 +15.5% | 15 qtrs — |
| 59 | GRAHAM CAPITAL MANAGEMENT, L.P. | 48.2K -11.6K (-19.4%) | 504.6K -173.2K (-25.6%) | 0.18% -0.044 pp | 0.01% +0.001 pp | USD13.99 -25.2% | 3 qtrs — |
| 60 | ADVISOR GROUP HOLDINGS, INC. | 47.3K -9.4K (-16.6%) | 494.5K -100.2K (-16.8%) | 0.18% -0.035 pp | 0.00% 0.000 pp | USD10.55 -0.9% | 18 qtrs — |
| 61 | DARK FOREST CAPITAL MANAGEMENT LP | 45.1K +13.6K (+43.2%) | 471.4K +114.8K (+32.2%) | 0.17% +0.051 pp | 0.02% +0.011 pp | USD12.87 -18.7% | 3 qtrs — |
| 62 | AQR CAPITAL MANAGEMENT LLC | 44.0K -9.1K (-17.1%) | 460.4K -141.4K (-23.5%) | 0.17% -0.034 pp | 0.00% 0.000 pp | USD5.17 +102.3% | 8 qtrs — |
| 63 | OPTIMIZE FINANCIAL INC | 43.8K +628.0 (+1.5%) | 458.0K -31.0K (-6.3%) | 0.16% +0.002 pp | 0.23% -0.024 pp | USD11.32 -7.6% | 2 qtrs — |
| 64 | POLEN CAPITAL MANAGEMENT LLC | 40.5K -20.5K (-33.6%) | 423.3K -267.6K (-38.7%) | 0.15% -0.077 pp | 0.00% 0.000 pp | USD13.98 -25.2% | 3 qtrs — |
| 65 | STATE OF WYOMING | 39.6K +35.5K (+859.3%) | 414.2K +367.4K (+785.6%) | 0.15% +0.133 pp | 0.05% +0.040 pp | USD10.17 +2.9% | 5 qtrs — |
| 66 | ZACKS INVESTMENT MANAGEMENT | 38.6K -2.0K (-4.9%) | 403.6K -56.2K (-12.2%) | 0.15% -0.008 pp | 0.00% -0.001 pp | USD2.94 +255.8% | 8 qtrs — |
| 67 | D. E. SHAW & CO., INC. | 36.9K -93.2K (-71.6%) | 386.0K -1.1M (-73.8%) | 0.14% -0.350 pp | 0.00% -0.001 pp | USD13.99 -25.2% | 3 qtrs — |
| 68 | STATE OF WISCONSIN INVESTMENT BOARD | 33.6K +16.3K (+94.1%) | 351.8K +155.4K (+79.2%) | 0.13% +0.061 pp | 0.00% +0.000 pp | USD7.86 +33.1% | 8 qtrs — |
| 69 | XTX TOPCO LTD | 33.5K +33.5K (+100.0%) | 350.1K +350.1K (+100.0%) | 0.13% +0.126 pp | 0.01% +0.009 pp | USD10.46 +0.0% | 6 qtrs — |
| 70 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 32.9K +3.4K (+11.5%) | 345.0K +10.0K (+3.0%) | 0.12% +0.013 pp | 0.00% +0.000 pp | USD12.36 -15.4% | 5 qtrs — |
| 71 | SIMPLEX TRADING, LLC | 31.3K +31.3K (+100.0%) | 327.0K +327.0K (+100.0%) | 0.12% +0.118 pp | 0.00% +0.000 pp | USD10.46 +0.0% | 1 qtrs NEW |
| 72 | RHUMBLINE ADVISERS | 31.1K -2.6K (-7.8%) | 324.9K -56.9K (-14.9%) | 0.12% -0.010 pp | 0.00% +0.000 pp | USD8.58 +21.9% | 15 qtrs — |
| 73 | CORNERSTONE INVESTMENT PARTNERS, LLC | 30.8K +19.0 (+0.1%) | 321.7K -26.5K (-7.6%) | 0.12% +0.000 pp | 0.01% -0.002 pp | USD4.79 +118.4% | 6 qtrs — |
| 74 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 30.3K +30.3K (+100.0%) | 317.0K +317.0K (+100.0%) | 0.11% +0.114 pp | 0.00% +0.004 pp | USD10.46 +0.0% | 3 qtrs — |
| 75 | HIGHTOWER ADVISORS, LLC | 28.1K -54.8K (-66.1%) | 293.9K -645.3K (-68.7%) | 0.11% -0.206 pp | 0.00% -0.001 pp | USD13.16 -20.5% | 3 qtrs — |
| 76 | MAN GROUP PLC | 26.6K +3.4K (+14.7%) | 278.3K +15.5K (+5.9%) | 0.10% +0.013 pp | 0.00% +0.000 pp | USD11.22 -6.8% | 2 qtrs — |
| 77 | ALLIANCEBERNSTEIN L.P. | 26.2K +— (+0.0%) | 273.9K -22.8K (-7.7%) | 0.10% +0.000 pp | 0.00% +0.000 pp | USD5.12 +104.3% | 7 qtrs — |
| 78 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 24.9K +4.8K (+23.6%) | 269.8K +41.5K (+18.2%) | 0.09% +0.018 pp | 0.00% +0.000 pp | USD11.16 -6.3% | 2 qtrs — |
| 79 | QUANTBOT TECHNOLOGIES LP | 24.7K -110.7K (-81.7%) | 258.6K -1.3M (-83.1%) | 0.09% -0.416 pp | 0.01% -0.033 pp | USD11.23 -6.9% | 5 qtrs — |
| 80 | CETERA INVESTMENT ADVISERS | 24.5K +3.9K (+18.8%) | 255.8K +22.6K (+9.7%) | 0.09% +0.015 pp | 0.00% +0.000 pp | USD12.79 -18.2% | 3 qtrs — |
| 81 | MARTINGALE ASSET MANAGEMENT L P | 23.7K +10.2K (+76.0%) | 247.8K +95.3K (+62.5%) | 0.09% +0.038 pp | 0.01% +0.003 pp | USD12.46 -16.1% | 3 qtrs — |
| 82 | GREAT VALLEY ADVISOR GROUP, INC. | 22.7K -1.4K (-5.7%) | 237.5K -35.4K (-13.0%) | 0.09% -0.005 pp | 0.00% -0.001 pp | USD8.79 +19.0% | 5 qtrs — |
| 83 | NORTHCREST ASSET MANANGEMENT, LLC | 20.5K -1.3K (-6.0%) | 214.7K -5.6K (-2.5%) | 0.08% -0.005 pp | 0.00% -0.001 pp | USD9.90 +5.7% | 4 qtrs — |
| 84 | CSS LLC/IL | 20.2K +— (+0.0%) | 211.3K -17.6K (-7.7%) | 0.08% +0.000 pp | 0.01% -0.001 pp | USD11.33 -7.7% | 2 qtrs — |
| 85 | R SQUARED LTD | 19.6K +19.6K (+100.0%) | 205.3K +205.3K (+100.0%) | 0.07% +0.074 pp | 0.10% +0.096 pp | USD10.46 +0.0% | 1 qtrs NEW |
| 86 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 16.5K +16.5K (+100.0%) | 172.0K +172.0K (+100.0%) | 0.06% +0.062 pp | 0.00% +0.002 pp | USD10.46 +0.0% | 1 qtrs NEW |
| 87 | SHERBROOKE PARK ADVISERS LLC | 16.3K -1.5K (-8.3%) | 170.4K -30.8K (-15.3%) | 0.06% -0.006 pp | 0.44% +0.347 pp | USD11.33 -7.7% | 2 qtrs — |
| 88 | AXQ CAPITAL, LP | 15.1K +2.5K (+19.5%) | 158.1K +14.8K (+10.4%) | 0.06% +0.009 pp | 0.04% -0.019 pp | USD11.19 -6.5% | 2 qtrs — |
| 89 | TCFG WEALTH MANAGEMENT, LLC | 15.0K +50.0 (+0.3%) | 157.2K -12.5K (-7.4%) | 0.06% +0.000 pp | 0.06% -0.005 pp | USD9.89 +5.8% | 4 qtrs — |
| 90 | PRICE T ROWE ASSOCIATES INC /MD/ | 14.9K +2.7K (+22.6%) | 156.0K +18.0K (+13.0%) | 0.06% +0.010 pp | 0.00% +0.000 pp | USD13.34 -21.6% | 3 qtrs — |
| 91 | JONES FINANCIAL COMPANIES LLLP | 14.5K +11.7K (+412.7%) | 152.0K +117.7K (+343.2%) | 0.05% +0.044 pp | 0.00% +0.000 pp | USD11.00 -4.9% | 3 qtrs — |
| 92 | CENTIVA CAPITAL, LP | 14.5K +14.5K (+100.0%) | 151.9K +151.9K (+100.0%) | 0.05% +0.055 pp | 0.00% +0.001 pp | USD10.46 +0.0% | 1 qtrs NEW |
| 93 | METLIFE INVESTMENT MANAGEMENT, LLC | 14.3K +— (+0.0%) | 150.1K -12.5K (-7.7%) | 0.05% +0.000 pp | 0.00% 0.000 pp | USD8.36 +25.1% | 5 qtrs — |
| 94 | QUADRATURE CAPITAL LTD | 14.3K +14.3K (+100.0%) | 149.3K +149.3K (+100.0%) | 0.05% +0.054 pp | 0.00% +0.002 pp | USD10.46 +0.0% | 6 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 57 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.42% | 1.10M | 0.65% |
| 2 | Optimize Strategy Index ETF OPTZ | 0.21% | 496.3K | 0.25% |
| 3 | VictoryShares Small Cap Free Cash Flow ETF SFLO | 0.18% | 1.13M | 0.56% |
| 4 | Applied Finance IVS US SMID ETF IVSS | 0.09% | 11.1K | 0.59% |
| 5 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.07% | 8.1K | 0.29% |
| 6 | iShares Micro-Cap ETF IWC | 0.06% | 825.1K | 0.60% |
| 7 | Xtrackers CSI300 Swap UCITS ETF XCHA.L | 0.05% | 1.01M | 0.50% |
| 8 | WisdomTree U.S. SmallCap Fund EES | 0.04% | 297.1K | 0.38% |
| 9 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.04% | 401.8K | 0.20% |
| 10 | U.S. Small Cap Growth Portfolio: ETF Class Shares DUSG | 0.02% | 418.0K | 0.33% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.43
Bearish
Ratio by volume
0.72
Neutral
Buys
9
Sells
21
Shares acquired
50.39M
Shares disposed
69.95M
Cash buys
—
Cash sales
1.00
Net activity
-19,560,218
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 | Vennettilli David | Director | S-Sale | D | Class A Common Stock | 10,000 | 10.00 | 100.0K | 132,389 | D | ↗ |
| 2026-05-04 | McKay Christopher J. | Officer | F-InKind | D | Class A Common Stock | 357 | 9.51 | 3.4K | 1,536,746 | D | ↗ |
| 2026-05-04 | Johnson Pamela D. | Officer | F-InKind | D | Class A Common Stock | 469 | 9.51 | 4.5K | 163,874 | D | ↗ |
| 2026-04-28 | Vennettilli David | Director | M-Exempt | D | Class A Common Units | 284,501 | 0.00 | — | 0 | I | ↗ |
| 2026-04-28 | Schwartz Todd G. | Director / Officer / 10% Owner | M-Exempt | D | Class A Common Units | 1,949,309 | 0.00 | — | 0 | I | ↗ |
| 2026-04-28 | SCHWARTZ THEODORE G | Director / 10% Owner | D-Return | D | Class V Common Stock | 3,000,000 | 0.00 | — | 0 | I | ↗ |
| 2026-04-28 | McKay Christopher J. | Officer | D-Return | D | Class A Common Units | 1,350,000 | 0.00 | — | 0 | I | ↗ |
| 2026-04-20 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 50,000 | 0.00 | — | 58,638,241 | I | ↗ |
| 2026-04-02 | Schwartz Todd G. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 17,987 | 7.71 | 138.7K | 308,850 | D | ↗ |
| 2026-04-02 | McKay Christopher J. | Officer | F-InKind | D | Class A Common Stock | 1,369 | 7.71 | 10.6K | 188,686 | D | ↗ |
| 2026-04-02 | Johnson Pamela D. | Officer | F-InKind | D | Class A Common Stock | 1,984 | 7.71 | 15.3K | 164,343 | D | ↗ |
| 2026-04-01 | Schwartz Todd G. | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 208,053 | 0.00 | — | 329,480 | D | ↗ |
| 2026-04-01 | McKay Christopher J. | Officer | A-Award | A | Class A Common Stock | 26,007 | 0.00 | — | 192,025 | D | ↗ |
| 2026-04-01 | Johnson Pamela D. | Officer | A-Award | A | Class A Common Stock | 27,073 | 0.00 | — | 170,016 | D | ↗ |
| 2026-03-12 | Moore Jocelyn | Director | S-Sale | D | Class A Common Stock | 8,190 | 8.53 | 69.9K | 39,076 | D | ↗ |
| 2026-02-27 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 10,000 | 0.00 | — | 58,688,241 | I | ↗ |
| 2026-02-03 | McKay Christopher J. | Officer | F-InKind | D | Class A Common Stock | 363 | 9.73 | 3.5K | 166,018 | D | ↗ |
| 2026-02-03 | Johnson Pamela D. | Officer | F-InKind | D | Class A Common Stock | 541 | 9.73 | 5.3K | 142,943 | D | ↗ |
| 2026-01-05 | Johnson Pamela D. | Officer | S-Sale | D | Class A Common Stock | 5,084 | 10.24 | 52.1K | 143,484 | D | ↗ |
| 2026-01-02 | Schwartz Todd G. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 3,048 | 10.30 | 31.4K | 121,427 | D | ↗ |
| 2026-01-02 | McKay Christopher J. | Officer | F-InKind | D | Class A Common Stock | 2,398 | 10.30 | 24.7K | 168,048 | D | ↗ |
| 2026-01-02 | Johnson Pamela D. | Officer | F-InKind | D | Class A Common Stock | 2,330 | 10.30 | 24.0K | 150,593 | D | ↗ |
| 2025-12-12 | SCHWARTZ THEODORE G | Director / 10% Owner | G-Gift | D | Class A Common Stock | 186,737 | 0.00 | — | 12,907 | D | ↗ |
| 2025-12-11 | Moore Jocelyn | Director | S-Sale | D | Class A Common Stock | 4,464 | 10.91 | 48.7K | 47,266 | D | ↗ |
| 2025-11-21 | Moore Jocelyn | Director | S-Sale | D | Class A Common Stock | 20,200 | 9.23 | 186.4K | 51,730 | D | ↗ |
| 2025-11-03 | McKay Christopher J. | Officer | S-Sale | D | Class A Common Stock | 1,107 | 9.85 | 10.9K | 171,022 | D | ↗ |
| 2025-11-03 | Johnson Pamela D. | Officer | F-InKind | D | Class A Common Stock | 469 | 10.05 | 4.7K | 152,923 | D | ↗ |
| 2025-10-02 | McKay Christopher J. | Officer | S-Sale | D | Class A Common Stock | 9,030 | 11.21 | 101.2K | 172,129 | D | ↗ |
| 2025-10-02 | Johnson Pamela D. | Officer | S-Sale | D | Class A Common Stock | 5,497 | 11.21 | 61.6K | 154,521 | D | ↗ |
| 2025-10-01 | Schwartz Todd G. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 2,643 | 11.33 | 29.9K | 124,475 | D | ↗ |
| 2025-10-01 | McKay Christopher J. | Officer | F-InKind | D | Class A Common Stock | 1,202 | 11.33 | 13.6K | 186,553 | D | ↗ |
| 2025-10-01 | Johnson Pamela D. | Officer | F-InKind | D | Class A Common Stock | 306 | 11.33 | 3.5K | 163,707 | D | ↗ |
| 2025-09-15 | Vennettilli David | Director | J-Other | A | Class A Common Units | 283,501 | 0.00 | — | 284,501 | I | ↗ |
| 2025-09-15 | Schwartz Todd G. | Director / Officer / 10% Owner | J-Other | D | Class A Common Units | 249,051 | 0.00 | — | 24,656,083 | I | ↗ |
| 2025-08-13 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 44,716 | 0.00 | — | 58,698,241 | I | ↗ |
| 2025-08-13 | SCHWARTZ THEODORE G | Director / 10% Owner | M-Exempt | D | Class A Common Units | 14,907 | 0.00 | — | 3,000,000 | I | ↗ |
| 2025-08-12 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 102,325 | 0.00 | — | 58,742,957 | I | ↗ |
| 2025-08-12 | SCHWARTZ THEODORE G | Director / 10% Owner | S-Sale | D | Class A Common Stock | 34,112 | 10.80 | 368.3K | 0 | I | ↗ |
| 2025-08-11 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 102,959 | 0.00 | — | 58,845,282 | I | ↗ |
| 2025-08-11 | SCHWARTZ THEODORE G | Director / 10% Owner | M-Exempt | A | Class A Common Stock | 34,322 | 0.00 | — | 34,322 | I | ↗ |
| 2025-08-04 | McKay Christopher J. | Officer | S-Sale | D | Class A Common Stock | 1,106 | 10.43 | 11.5K | 184,260 | D | ↗ |
| 2025-08-04 | Johnson Pamela D. | Officer | S-Sale | D | Class A Common Stock | 1,130 | 10.43 | 11.8K | 163,440 | D | ↗ |
| 2025-07-16 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 1,301 | 0.00 | — | 58,948,241 | I | ↗ |
| 2025-07-14 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 128,188 | 0.00 | — | 58,949,542 | I | ↗ |
| 2025-07-14 | SCHWARTZ THEODORE G | Director / 10% Owner | S-Sale | D | Class A Common Stock | 42,721 | 12.05 | 514.6K | 0 | I | ↗ |
| 2025-07-11 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 121,812 | 0.00 | — | 59,077,730 | I | ↗ |
| 2025-07-11 | SCHWARTZ THEODORE G | Director / 10% Owner | S-Sale | D | Class A Common Stock | 1,070 | 13.30 | 14.2K | 0 | I | ↗ |
| 2025-07-02 | McKay Christopher J. | Officer | S-Sale | D | Class A Common Stock | 9,030 | 13.41 | 121.1K | 185,366 | D | ↗ |
| 2025-07-02 | Johnson Pamela D. | Officer | S-Sale | D | Class A Common Stock | 5,495 | 13.41 | 73.7K | 164,570 | D | ↗ |
| 2025-07-01 | Schwartz Todd G. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 2,643 | 13.99 | 37.0K | 127,118 | D | ↗ |
| 2025-07-01 | McKay Christopher J. | Officer | M-Exempt | A | Class A Common Stock | 3,850 | 0.00 | — | 198,673 | D | ↗ |
| 2025-07-01 | Johnson Pamela D. | Officer | M-Exempt | D | Restricted Stock Unit | 1,041 | 0.00 | — | 1,042 | D | ↗ |
| 2025-06-30 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 70,000 | 0.00 | — | 59,199,542 | I | ↗ |
| 2025-06-18 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 35,032 | 0.00 | — | 59,269,542 | I | ↗ |
| 2025-06-17 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 122,531 | 0.00 | — | 59,304,574 | I | ↗ |
| 2025-06-17 | SCHWARTZ THEODORE G | Director / 10% Owner | D-Return | D | Class V Common Stock | 81,687 | 0.00 | — | 22,428,203 | I | ↗ |
| 2025-06-16 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 90,172 | 0.00 | — | 59,427,105 | I | ↗ |
| 2025-06-16 | SCHWARTZ THEODORE G | Director / 10% Owner | M-Exempt | A | Class A Common Stock | 30,058 | 0.00 | — | 30,058 | I | ↗ |
| 2025-06-13 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 96,948 | 0.00 | — | 59,517,277 | I | ↗ |
| 2025-06-13 | SCHWARTZ THEODORE G | Director / 10% Owner | M-Exempt | A | Class A Common Stock | 64,632 | 0.00 | — | 64,632 | I | ↗ |
| 2025-06-12 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 190,349 | 0.00 | — | 59,614,225 | I | ↗ |
| 2025-06-12 | SCHWARTZ THEODORE G | Director / 10% Owner | S-Sale | D | Class A Common Stock | 1,717 | 13.57 | 23.3K | 0 | I | ↗ |
| 2025-06-11 | Zeeman Gregory T | Director | S-Sale | D | Class A Common Stock | 50,000 | 13.98 | 698.8K | 149,644 | D | ↗ |
| 2025-06-11 | Johnson Pamela D. | Officer | S-Sale | D | Class A Common Stock | 35,890 | 13.97 | 501.5K | 173,018 | D | ↗ |
| 2025-06-10 | Zeeman Gregory T | Director | A-Award | A | Class A Common Stock | 12,907 | 0.00 | — | 199,644 | D | ↗ |
| 2025-06-10 | Vennettilli David | Director | A-Award | A | Class A Common Stock | 51,627 | 0.00 | — | 142,389 | D | ↗ |
| 2025-06-10 | SCHWARTZ THEODORE G | Director / 10% Owner | A-Award | A | Class A Common Stock | 12,907 | 0.00 | — | 199,644 | D | ↗ |
| 2025-06-10 | Moore Jocelyn | Director | A-Award | A | Class A Common Stock | 12,907 | 0.00 | — | 71,930 | D | ↗ |
| 2025-06-10 | Favilla Christina M | Director | A-Award | A | Class A Common Stock | 12,907 | 0.00 | — | 199,644 | D | ↗ |
| 2025-06-09 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 50,000 | 0.00 | — | 59,804,574 | I | ↗ |
| 2025-06-06 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 81,007 | 0.00 | — | 59,854,574 | I | ↗ |
| 2025-06-06 | Moore Jocelyn | Director | S-Sale | D | Class A Common Stock | 24,664 | 13.71 | 338.1K | 74,408 | D | ↗ |
| 2025-05-27 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 14,546 | 0.00 | — | 59,935,581 | I | ↗ |
| 2025-05-27 | McKay Christopher J. | Officer | S-Sale | D | Class A Common Stock | 35,001 | 12.93 | 452.5K | 93,334 | D | ↗ |
| 2025-05-23 | McKay Christopher J. | Officer | S-Sale | D | Class A Common Stock | 66,488 | 12.09 | 803.7K | 128,335 | D | ↗ |
| 2025-05-21 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 101,489 | 0.00 | — | 59,950,127 | I | ↗ |
| 2025-05-21 | McKay Christopher J. | Officer | D-Return | D | Class V Common Stock | 101,489 | 0.00 | — | 1,350,000 | I | ↗ |
| 2025-05-20 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 53,336 | 0.00 | — | 60,051,616 | I | ↗ |
| 2025-05-15 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 185,086 | 0.00 | — | 60,104,952 | I | ↗ |
| 2025-05-15 | SCHWARTZ THEODORE G | Director / 10% Owner | M-Exempt | D | Class A Common Units | 61,696 | 0.00 | — | 333,333 | I | ↗ |
| 2025-05-14 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 90,104 | 0.00 | — | 60,290,038 | I | ↗ |
| 2025-05-14 | SCHWARTZ THEODORE G | Director / 10% Owner | S-Sale | D | Class A Common Stock | 30,035 | 12.18 | 365.9K | 0 | I | ↗ |
| 2025-05-13 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 110,335 | 0.00 | — | 60,380,142 | I | ↗ |
| 2025-05-13 | SCHWARTZ THEODORE G | Director / 10% Owner | M-Exempt | A | Class A Common Stock | 36,778 | 0.00 | — | 36,778 | I | ↗ |
| 2025-05-12 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 114,475 | 0.00 | — | 60,490,477 | I | ↗ |
| 2025-05-12 | SCHWARTZ THEODORE G | Director / 10% Owner | D-Return | D | Class V Common Stock | 38,158 | 0.00 | — | 23,272,884 | I | ↗ |
| 2025-05-09 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 30,000 | 0.00 | — | 60,604,952 | I | ↗ |
| 2025-05-05 | McKay Christopher J. | Officer | F-InKind | D | Class A Common Stock | 357 | 9.93 | 3.5K | 194,823 | D | ↗ |
| 2025-05-05 | Johnson Pamela D. | Officer | F-InKind | D | Class A Common Stock | 469 | 9.93 | 4.7K | 208,908 | D | ↗ |
| 2025-05-02 | McKay Christopher J. | Officer | S-Sale | D | Class A Common Stock | 1,107 | 9.55 | 10.6K | 195,180 | D | ↗ |
| 2025-04-24 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 76,184 | 0.00 | — | 60,634,952 | I | ↗ |
| 2025-04-24 | SCHWARTZ THEODORE G | Director / 10% Owner | M-Exempt | D | Class A Common Units | 25,395 | 0.00 | — | 500,000 | I | ↗ |
| 2025-04-23 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 111,157 | 0.00 | — | 60,711,136 | I | ↗ |
| 2025-04-23 | SCHWARTZ THEODORE G | Director / 10% Owner | S-Sale | D | Class A Common Stock | 37,053 | 8.84 | 327.5K | 0 | I | ↗ |
| 2025-04-22 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 43,903 | 0.00 | — | 60,822,293 | I | ↗ |
| 2025-04-22 | SCHWARTZ THEODORE G | Director / 10% Owner | M-Exempt | D | Class A Common Units | 29,269 | 0.00 | — | 23,012,252 | I | ↗ |
| 2025-04-21 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 50,896 | 0.00 | — | 60,866,196 | I | ↗ |
| 2025-04-21 | SCHWARTZ THEODORE G | Director / 10% Owner | M-Exempt | D | Class A Common Units | 33,931 | 0.00 | — | 23,041,521 | I | ↗ |
| 2025-04-17 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 37,520 | 0.00 | — | 60,917,092 | I | ↗ |
| 2025-04-17 | SCHWARTZ THEODORE G | Director / 10% Owner | S-Sale | D | Class A Common Stock | 12,507 | 8.34 | 104.3K | 0 | I | ↗ |
| 2025-04-16 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 34,941 | 0.00 | — | 60,954,612 | I | ↗ |
| 2025-04-16 | SCHWARTZ THEODORE G | Director / 10% Owner | M-Exempt | D | Class A Common Units | 23,294 | 0.00 | — | 23,100,465 | I | ↗ |
| 2025-04-15 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 34,293 | 0.00 | — | 60,989,553 | I | ↗ |
| 2025-04-15 | SCHWARTZ THEODORE G | Director / 10% Owner | M-Exempt | D | Class A Common Units | 22,862 | 0.00 | — | 23,123,759 | I | ↗ |
| 2025-04-14 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 49,799 | 0.00 | — | 61,023,846 | I | ↗ |
| 2025-04-14 | SCHWARTZ THEODORE G | Director / 10% Owner | D-Return | D | Class V Common Stock | 16,600 | 0.00 | — | 23,776,253 | I | ↗ |
| 2025-04-11 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 61,307 | 0.00 | — | 61,073,645 | I | ↗ |
| 2025-04-11 | SCHWARTZ THEODORE G | Director / 10% Owner | M-Exempt | D | Class A Common Units | 40,872 | 0.00 | — | 23,179,820 | I | ↗ |
| 2025-04-10 | McKay Christopher J. | Officer | S-Sale | D | Class A Common Stock | 10,380 | 8.40 | 87.2K | 196,287 | D | ↗ |
| 2025-04-09 | McKay Christopher J. | Officer | S-Sale | D | Class A Common Stock | 10,377 | 7.83 | 81.3K | 206,667 | D | ↗ |
| 2025-04-08 | McKay Christopher J. | Officer | S-Sale | D | Class A Common Stock | 10,377 | 8.29 | 86.0K | 217,044 | D | ↗ |
| 2025-04-07 | McKay Christopher J. | Officer | S-Sale | D | Class A Common Stock | 10,377 | 7.54 | 78.2K | 227,421 | D | ↗ |
| 2025-04-04 | McKay Christopher J. | Officer | S-Sale | D | Class A Common Stock | 10,377 | 7.74 | 80.3K | 237,798 | D | ↗ |
| 2025-04-03 | McKay Christopher J. | Officer | S-Sale | D | Class A Common Stock | 10,377 | 9.00 | 93.4K | 248,175 | D | ↗ |
| 2025-04-02 | Schwartz Todd G. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 11,003 | 9.33 | 102.7K | 129,761 | D | ↗ |
| 2025-04-02 | McKay Christopher J. | Officer | F-InKind | D | Class A Common Stock | 5,474 | 9.33 | 51.1K | 258,552 | D | ↗ |
| 2025-04-02 | Johnson Pamela D. | Officer | F-InKind | D | Class A Common Stock | 6,856 | 9.33 | 64.0K | 209,377 | D | ↗ |
| 2025-04-01 | Schwartz Todd G. | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 122,280 | 0.00 | — | 140,764 | D | ↗ |
| 2025-04-01 | McKay Christopher J. | Officer | F-InKind | D | Class A Common Stock | 1,970 | 9.33 | 18.4K | 174,114 | D | ↗ |
| 2025-04-01 | Johnson Pamela D. | Officer | M-Exempt | D | Restricted Stock Unit | 1,041 | 0.00 | — | 2,083 | D | ↗ |
| 2025-03-27 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 124,788 | 0.00 | — | 61,134,952 | I | ↗ |
| 2025-03-27 | SCHWARTZ THEODORE G | Director / 10% Owner | D-Return | D | Class V Common Stock | 41,596 | 0.00 | — | 23,887,359 | I | ↗ |
| 2025-03-26 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 125,654 | 0.00 | — | 61,259,740 | I | ↗ |
| 2025-03-26 | SCHWARTZ THEODORE G | Director / 10% Owner | M-Exempt | D | Class A Common Units | 83,770 | 0.00 | — | 23,303,884 | I | ↗ |
| 2025-03-25 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 103,437 | 0.00 | — | 61,385,394 | I | ↗ |
| 2025-03-25 | SCHWARTZ THEODORE G | Director / 10% Owner | M-Exempt | D | Class A Common Units | 68,958 | 0.00 | — | 23,387,654 | I | ↗ |
| 2025-03-24 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 165,174 | 0.00 | — | 61,488,831 | I | ↗ |
| 2025-03-24 | SCHWARTZ THEODORE G | Director / 10% Owner | M-Exempt | D | Class A Common Units | 55,058 | 0.00 | — | 784,626 | I | ↗ |
| 2025-03-21 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 58,764 | 0.00 | — | 61,654,005 | I | ↗ |
| 2025-03-21 | SCHWARTZ THEODORE G | Director / 10% Owner | M-Exempt | D | Class A Common Units | 19,588 | 0.00 | — | 839,684 | I | ↗ |
| 2025-03-20 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 102,910 | 0.00 | — | 61,712,769 | I | ↗ |
| 2025-03-20 | SCHWARTZ THEODORE G | Director / 10% Owner | M-Exempt | A | Class A Common Stock | 34,304 | 0.00 | — | 34,304 | I | ↗ |
| 2025-03-19 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 105,606 | 0.00 | — | 61,815,679 | I | ↗ |
| 2025-03-19 | SCHWARTZ THEODORE G | Director / 10% Owner | D-Return | D | Class V Common Stock | 70,404 | 0.00 | — | 24,603,288 | I | ↗ |
| 2025-03-18 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 54,346 | 0.00 | — | 61,921,285 | I | ↗ |
| 2025-03-18 | SCHWARTZ THEODORE G | Director / 10% Owner | D-Return | D | Class V Common Stock | 18,116 | 0.00 | — | 24,673,692 | I | ↗ |
| 2025-03-17 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 79,559 | 0.00 | — | 61,975,631 | I | ↗ |
| 2025-03-17 | SCHWARTZ THEODORE G | Director / 10% Owner | D-Return | D | Class V Common Stock | 26,519 | 0.00 | — | 24,728,038 | I | ↗ |
| 2025-03-14 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 79,762 | 0.00 | — | 62,055,190 | I | ↗ |
| 2025-03-14 | SCHWARTZ THEODORE G | Director / 10% Owner | D-Return | D | Class V Common Stock | 26,587 | 0.00 | — | 24,807,597 | I | ↗ |
| 2025-03-11 | Vennettilli David | Director | S-Sale | D | Class A Common Stock | 30,762 | 9.09 | 279.8K | 90,762 | D | ↗ |
| 2025-03-07 | Vennettilli David | Director | D-Return | D | Class V Common Stock | 43,238 | 0.00 | — | 1,000 | I | ↗ |
| 2025-03-07 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 43,238 | 0.00 | — | 62,134,952 | I | ↗ |
| 2025-03-04 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 64,865 | 0.00 | — | 62,178,190 | I | ↗ |
| 2025-02-28 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 35,000 | 0.00 | — | 62,243,055 | I | ↗ |
| 2025-02-11 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 472,774 | 0.00 | — | 62,278,055 | I | ↗ |
| 2025-02-07 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 395,102 | 0.00 | — | 62,750,829 | I | ↗ |
| 2025-02-03 | McKay Christopher J. | Officer | F-InKind | D | Class A Common Stock | 434 | 13.77 | 6.0K | 173,171 | D | ↗ |
| 2025-02-03 | Johnson Pamela D. | Officer | F-InKind | D | Class A Common Stock | 554 | 13.77 | 7.6K | 123,874 | D | ↗ |
| 2025-01-31 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 5,000 | 0.00 | — | 63,145,931 | I | ↗ |
| 2025-01-29 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 60,000 | 0.00 | — | 63,150,931 | I | ↗ |
| 2025-01-24 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 298,479 | 0.00 | — | 63,210,931 | I | ↗ |
| 2025-01-15 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 12,751 | 0.00 | — | 63,509,410 | I | ↗ |
| 2025-01-13 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 607,273 | 0.00 | — | 63,522,161 | I | ↗ |
| 2025-01-08 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 5,000 | 0.00 | — | 64,129,434 | I | ↗ |
| 2025-01-06 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 55,000 | 0.00 | — | 64,134,434 | I | ↗ |
| 2025-01-02 | McKay Christopher J. | Officer | F-InKind | D | Class A Common Stock | 1,142 | 8.08 | 9.2K | 176,003 | D | ↗ |
| 2025-01-02 | Johnson Pamela D. | Officer | F-InKind | D | Class A Common Stock | 2,330 | 8.08 | 18.8K | 124,428 | D | ↗ |
| 2024-12-30 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 10,000 | 0.00 | — | 64,189,434 | I | ↗ |
| 2024-12-18 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 100,000 | 0.00 | — | 64,199,434 | I | ↗ |
| 2024-12-04 | SCHWARTZ THEODORE G | Director / 10% Owner | G-Gift | D | Class A Common Stock | 527,199 | 0.00 | — | 0 | I | ↗ |
| 2024-12-02 | Vennettilli David | Director | S-Sale | D | Class A Common Stock | 22,301 | 7.68 | 171.3K | 121,524 | D | ↗ |
| 2024-12-02 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 233,750 | 0.00 | — | 64,299,434 | I | ↗ |
| 2024-11-21 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 130,111 | 0.00 | — | 64,533,184 | I | ↗ |
| 2024-11-14 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 100,000 | 0.00 | — | 64,663,295 | I | ↗ |
| 2024-11-11 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 132,820 | 0.00 | — | 64,763,295 | I | ↗ |
| 2024-11-11 | Moore Jocelyn | Director | S-Sale | D | Class A Common Stock | 23,149 | 6.70 | 155.0K | 99,072 | D | ↗ |
| 2024-11-08 | Vennettilli David | Director | M-Exempt | D | Class A Common Units | 100,000 | 0.00 | — | 44,238 | I | ↗ |
| 2024-11-08 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 100,000 | 0.00 | — | 64,896,115 | I | ↗ |
| 2024-11-01 | McKay Christopher J. | Officer | F-InKind | D | Class A Common Stock | 357 | 5.12 | 1.8K | 173,294 | D | ↗ |
| 2024-11-01 | Johnson Pamela D. | Officer | F-InKind | D | Class A Common Stock | 469 | 5.12 | 2.4K | 126,078 | D | ↗ |
| 2024-10-31 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 100,000 | 0.00 | — | 64,996,115 | I | ↗ |
| 2024-10-22 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 259,329 | 0.00 | — | 65,096,115 | I | ↗ |
| 2024-10-16 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 17,066 | 0.00 | — | 65,355,444 | I | ↗ |
| 2024-10-08 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 20,447 | 0.00 | — | 65,372,510 | I | ↗ |
| 2024-10-02 | McKay Christopher J. | Officer | M-Exempt | D | Restricted Stock Unit | 3,851 | 0.00 | — | 15,404 | D | ↗ |
| 2024-10-02 | Johnson Pamela D. | Officer | M-Exempt | A | Class A Common Stock | 1,042 | 0.00 | — | 128,827 | D | ↗ |
| 2024-10-01 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 100,000 | 0.00 | — | 65,392,957 | I | ↗ |
| 2024-09-30 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 60,000 | 0.00 | — | 65,492,957 | I | ↗ |
| 2024-09-10 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 24,879 | 0.00 | — | 65,552,957 | — | ↗ |
| 2024-08-28 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 105,000 | 0.00 | — | 65,577,836 | — | ↗ |
| 2024-08-20 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 86,000 | 0.00 | — | 65,682,836 | — | ↗ |
| 2024-08-19 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 78,182 | 0.00 | — | 65,768,836 | — | ↗ |
| 2024-08-12 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 154,655 | 0.00 | — | 65,847,018 | — | ↗ |
| 2024-08-09 | Vennettilli David | Director | S-Sale | D | Class A Common Stock | 38,886 | 4.34 | 168.6K | 94,497 | — | ↗ |
| 2024-08-02 | McKay Christopher J. | Officer | F-InKind | D | Class A Common Stock | 357 | 3.67 | 1.3K | 172,708 | — | ↗ |
| 2024-08-02 | Johnson Pamela D. | Officer | F-InKind | D | Class A Common Stock | 469 | 3.67 | 1.7K | 127,785 | — | ↗ |
| 2024-07-31 | Schwartz Todd G. | Director / Officer / 10% Owner | A-Award | A | Class V Common Stock | 734,851 | 0.00 | — | 66,001,673 | — | ↗ |
| 2024-07-30 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 10,000 | 0.00 | — | 65,266,822 | — | ↗ |
| 2024-07-26 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 163,644 | 0.00 | — | 65,276,822 | — | ↗ |
| 2024-07-22 | McKay Christopher J. | Officer | F-InKind | D | Class A Common Stock | 938 | 3.82 | 3.6K | 175,034 | — | ↗ |
| 2024-07-22 | Johnson Pamela D. | Officer | M-Exempt | A | Class A Common Stock | 1,041 | 0.00 | — | 130,534 | — | ↗ |
| 2024-07-21 | Vennettilli David | Director | D-Return | D | Class V Common Stock | 51,448 | 0.00 | — | 144,238 | — | ↗ |
| 2024-07-21 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class A Common Units | 695,296 | 0.00 | — | 1,949,309 | — | ↗ |
| 2024-07-21 | SCHWARTZ THEODORE G | Director / 10% Owner | D-Return | D | Class A Common Units | 8,877,023 | 0.00 | — | 24,887,359 | — | ↗ |
| 2024-07-21 | McKay Christopher J. | Officer | D-Return | D | Class V Common Stock | 517,729 | 0.00 | — | 1,451,489 | — | ↗ |
| 2024-07-18 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 226,500 | 0.00 | — | 90,940,466 | — | ↗ |
| 2024-07-16 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 100,000 | 0.00 | — | 91,166,966 | — | ↗ |
| 2024-07-08 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 20,000 | 0.00 | — | 91,266,966 | — | ↗ |
| 2024-06-11 | Schwartz Todd G. | Director / Officer / 10% Owner | D-Return | D | Class V Common Stock | 4,687 | 0.00 | — | 91,286,966 | — | ↗ |
Executive team
Top executives
EBIT / Employee
439.3K
Shares Outstanding
86.11M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Christopher McKay | Chief Risk & Analytics Officer | 629.8K | male |
| Pamela D. Johnson | Chief Financial Officer & Chief Accounting Officer | 567.6K | female |
| Todd G. Schwartz | Founder, Executive Chairman & Chief Executive Officer | 462.5K | male |
| Theodore G. Schwartz | Co-Founder & Director | 50.0K | male |
| Shaun Smolarz | Head of Investor Relations | — | male |
| Stephanie Metzger | Chief Marketing & Product Officer | — | — |
| Carrie Hagner | Chief Compliance Officer | — | — |
| Yuri Ter-Saakyants | Chief Technology Officer | — | male |
| John Kakos | Senior Vice President & Controller | — | — |
| Manuel Chagas | Chief Operating Officer | — | male |
| Marv Gurevich | General Counsel & Secretary | — | male |
ESG Rating
ESG Score History SOFTWARE - APPLICATION
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
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for OPFI
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.
