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Oportun Financial Corporation (OPRT)
USD5.90
+0.12 (+2.10%)
US NASDAQ Financial Services Financial - Credit Services
Address
2 Circle Star Way 94070
San Carlos, CA, US
San Carlos, CA, US
CEO
Kathleen I. Layton
Website
oportun.com
IPO
2019-09-26
CIK 1538716 ISIN US68376D1046
Description
This financial institution specializes in providing a range of monetary services, encompassing personal loans, vehicle financing, and credit card options. Customers can access their offerings through diverse channels, including digital platforms, over the phone, or by visiting their physical retail locations. The company's operations span 24 states across the United States, with its footprint reaching areas such as Arkansas, Delaware, Indiana, Kentucky, Mississippi, Montana, North Dakota, New Hampshire, Oregon, South Carolina, South Dakota, and Virginia. Founded in 2005, its corporate headquarters are located in San Carlos, California.
News Sentiment (7d)
Based on only 2 articles — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| 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
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Price Chart
USD5.90
+0.12 (+2.10%)
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Volume Profile
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Liquidity & share structure
Average Volume
503.9K
Beta
1.23
Float Shares
26.57M
Free Float %
58.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -4.79% | -6.17% | +11.41% | +11.18% | +13.02% | +3.40% | -18.96% | +7.25% | -72.30% | -66.17% | -66.17% |
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
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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 (8 ratings, all time)
Hold
Price Targets & DCF
Current price
5.90
Low
3.50
-40.7%
Consensus
10.88
+84.4%
Median
8.00
+35.6%
High
24.00
+306.7%
DCF (Levered)
133.76
+2,166.6%
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)
50% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 3 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 4 |
10.88
+84.4%
|
Quality scores
Altman Z-Score
0.27
Distress
Piotroski F-Score
8 / 9
Strong
MOAT Score
3 / 10
No MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Credit Services: +13.2%+19.5% ★ Q1'26: -12.5% (vs Q1'25)
-
EPS growth Financial - Credit Services: +24.0%+127.2% ★ Q1'26: -76.2% (vs Q1'25)
-
FCF margin FCF growth · Financial - Credit Services: +70.9%-30.0% Q1'26: +72.6% (vs Q1'25)
-
EBIT margin Financial - Credit Services: +28.7%+6.9% Q1'26: +2.5% (vs Q1'25)
-
ROIC Financial - Credit Services: +5.0%+0.9% Q1'26: +0.3% (vs Q1'25)
-
Share dilution Financial - Credit Services: +0.0%+18.6% Q1'26: +3.1% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×32.88× Q1'26: 54.01× (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 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 5 Rev. Ana. 5 EPS Ana. |
Dec 2027 5 Rev. Ana. 5 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
502.91M
est: 521.18M (-3.5%)
|
393.43M
est: 581.24M (-32.3%)
|
578.15M
est: 617.33M (-6.3%)
|
733.70M
est: 950.27M (-22.8%)
|
460.08M
est: 824.04M (-44.2%)
|
533.36M
est: 998.73M (-46.6%)
|
637.34M
est: 952.06M (-33.1%)
|
941.69M
934.71M – 947.13M
-1.1% YoY
|
987.40M
976.79M – 1.00B
+4.9% YoY
|
1.05B
1.04B – 1.06B
+6.4% YoY
|
| EBITDA |
98.53M
est: -55.31M (+278.1%)
|
-37.87M
est: -238.86M (+84.1%)
|
89.90M
est: 237.84M (-62.2%)
|
-27.75M
est: 146.98M (-118.9%)
|
-198.77M
est: -49.48M (-301.7%)
|
-64.02M
est: -59.97M (-6.7%)
|
85.49M
est: -57.17M (+249.5%)
|
-56.55M
-56.88M – -56.13M
+1.1% YoY
|
-59.29M
-60.22M – -58.66M
-4.9% YoY
|
-63.06M
-63.62M – -62.50M
-6.4% YoY
|
| EBIT |
84.43M
est: -94.74M (+189.1%)
|
-58.09M
est: -105.66M (+45.0%)
|
62.79M
est: 51.32M (+22.3%)
|
-75.29M
est: 158.48M (-147.5%)
|
-253.65M
est: -114.07M (-122.4%)
|
-115.18M
est: -138.25M (+16.7%)
|
44.08M
est: -131.79M (+133.4%)
|
-130.35M
-131.11M – -129.39M
+1.1% YoY
|
-136.68M
-138.81M – -135.21M
-4.9% YoY
|
-145.37M
-146.66M – -144.08M
-6.4% YoY
|
| Net Income |
61.60M
est: 88.62M (-30.5%)
|
-45.08M
est: -528.22M (+91.5%)
|
47.41M
est: 70.21M (-32.5%)
|
-77.74M
est: -231.24M (+66.4%)
|
-179.95M
est: -148.47M (-21.2%)
|
-78.68M
est: 14.11M (-657.5%)
|
25.25M
est: 64.35M (-60.8%)
|
74.93M
69.86M – 79.99M
+16.4% YoY
|
77.47M
74.77M – 105.08M
+3.4% YoY
|
110.74M
108.83M – 112.65M
+42.9% YoY
|
| SGA |
203.19M
est: 253.59M (-19.9%)
|
216.29M
est: 282.82M (-23.5%)
|
270.20M
est: 300.38M (-10.0%)
|
323.72M
est: 391.36M (-17.3%)
|
269.51M
est: 358.07M (-24.7%)
|
207.36M
est: 433.98M (-52.2%)
|
184.53M
est: 413.70M (-55.4%)
|
409.19M
406.16M – 411.56M
-1.1% YoY
|
429.06M
424.45M – 435.73M
+4.9% YoY
|
456.32M
452.27M – 460.37M
+6.4% YoY
|
| EPS |
0.46
est: 2.20 (-79.1%)
|
-1.65
est: -1.04 (-58.0%)
|
1.68
est: 2.48 (-32.3%)
|
-2.37
est: 2.18 (-208.9%)
|
-4.88
est: -3.10 (-57.6%)
|
-1.95
est: 0.29 (-771.5%)
|
0.53
est: 1.35 (-60.7%)
|
1.56
1.46 – 1.67
+15.2% YoY
|
1.85
1.56 – 2.20
+18.9% YoY
|
2.31
2.27 – 2.35
+25.0% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-06 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-04 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-01 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-30 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-29 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-28 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-27 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
419.47M
OE per share TTM
8.70
Owner's Yield
150.42%
Maintenance CapEx ratio
196.09%
Maint CapEx / Avg PPE
7.2%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
20
Total invested
4.84M
Insider transactions (90d)
1
Beneficial owners (>5%)
40
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 | 3.34M | 11.78% | 578.5K | 2.68M | 661.7K | 2.68M | IA | A California | 2022-02-14 | ↗ |
| 2 | BRIAN A. FINN | 2.94M | 8.50% | — | — | — | 2.94M | IN | — | 2024-04-23 | ↗ |
| 3 | FINDELL CAPITAL MANAGEMENT LLC | 2.94M | 8.50% | — | — | — | 2.94M | OO | — | 2024-04-23 | ↗ |
| 4 | FINN MANAGEMENT GP LLC | 2.94M | 8.50% | — | — | — | 2.94M | OO | — | 2024-04-23 | ↗ |
| 5 | ELLINGTON MANAGEMENT GROUP, L.L.C. | 2.73M | 8.20% | — | 2.73M | — | 2.73M | IA | Delaware | 2023-03-27 | ↗ |
| 6 | EMG HOLDINGS, L.P. | 2.73M | 8.20% | — | 2.73M | — | 2.73M | HC, PN | Delaware | 2023-03-27 | ↗ |
| 7 | MICHAEL W. VRANOS | 2.73M | 8.20% | — | 2.73M | — | 2.73M | HC, IN | Delaware | 2023-03-27 | ↗ |
| 8 | VC INVESTMENTS, L.L.C. | 2.73M | 8.20% | — | 2.73M | — | 2.73M | HC, OO | Delaware | 2023-03-27 | ↗ |
| 9 | Virtus Investment Advisers, Inc.04-2453743 | 2.68M | 9.45% | — | 2.68M | — | 2.68M | IA | A California | 2022-02-14 | ↗ |
| 10 | Virtus Equity Trust, on behalf of Virtus KAR Small Cap Growth Fund | 2.64M | 9.29% | — | 2.64M | — | 2.64M | IV | A California | 2022-02-14 | ↗ |
| 11 | Wellington Group Holdings LLP | 2.58M | 7.97% | — | 2.55M | — | — | HC | Delaware | 2022-02-04 | ↗ |
| 12 | Wellington Investment Advisors Holdings LLP | 2.58M | 7.97% | — | 2.55M | — | — | HC | Delaware | 2022-02-04 | ↗ |
| 13 | Wellington Management Group LLP | 2.58M | 7.97% | — | 2.55M | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 14 | Wellington Management Company LLP | 2.56M | 7.89% | — | 2.52M | — | — | IA | Delaware | 2022-02-04 | ↗ |
| 15 | CL VI Ventures Offshore, L.P. | 2.43M | 6.30% | — | 2.43M | — | 2.43M | HC, PN | Delaware | 2024-11-21 | ↗ |
| 16 | Castlelake VI GP, L.P. | 2.43M | 6.30% | — | 2.43M | — | 2.43M | HC, PN | Delaware | 2024-11-21 | ↗ |
| 17 | Castlelake, L.P. | 2.43M | 6.30% | — | 2.43M | — | 2.43M | HC, PN | Delaware | 2024-11-21 | ↗ |
| 18 | Evan Carruthers | 2.43M | 6.30% | — | 2.43M | — | 2.43M | HC, IN | Delaware | 2024-11-21 | ↗ |
| 19 | McLaren Harbor, LLC | 2.43M | 6.30% | — | 2.43M | — | 2.43M | CO | Delaware | 2024-11-21 | ↗ |
| 20 | Rory O’Neill | 2.43M | 6.30% | — | 2.43M | — | 2.43M | HC, IN | Delaware | 2024-11-21 | ↗ |
| 21 | (1) BlackRock, Inc. | 2.25M | 7.90% | 2.22M | — | 2.25M | — | HC | Delaware | 2022-02-03 | ↗ |
| 22 | FINDELL CAPITAL PARTNERS, LP | 2.02M | 5.90% | — | — | — | 2.02M | PN | — | 2024-04-23 | ↗ |
| 23 | 46-2772035 | 1.74M | 5.00% | — | 1.74M | — | 1.74M | IA | DELAWARE, USA | 2024-04-17 | ↗ |
| 24 | JOHN B. HELMERS | 1.74M | 5.00% | — | 1.74M | — | 1.74M | IN | DELAWARE, USA | 2024-04-17 | ↗ |
| 25 | Capital Management, Inc. | 1.69M | 5.97% | 1.69M | — | 1.69M | — | IA | Delaware | 2022-02-14 | ↗ |
| 26 | Madrone Partners, L.P. | 1.54M | 5.60% | 1.54M | — | 1.54M | — | PN | Delaware | 2021-02-16 | ↗ |
| 27 | Madrone Capital Partners, LLC | 1.54M | 5.60% | — | 1.54M | — | — | OO | Delaware | 2021-02-16 | ↗ |
| 28 | Aneel Bhusri | 1.48M | 5.22% | — | 1.48M | — | 1.48M | IN | — | 2022-02-11 | ↗ |
| 29 | Greylock XII GP LLC | 1.48M | 5.22% | — | 1.48M | — | 1.48M | PN | — | 2022-02-11 | ↗ |
| 30 | William W. Helman | 1.48M | 5.22% | — | 1.48M | — | 1.48M | IN | — | 2022-02-11 | ↗ |
| 31 | Greylock XII Limited Partnership | 1.33M | 4.70% | — | 1.33M | — | 1.33M | PN | — | 2022-02-11 | ↗ |
| 32 | Greg Penner | 933.0K | 3.30% | — | 933.0K | — | — | IN | United States | 2022-02-04 | ↗ |
| 33 | Jameson McJunkin | 933.0K | 3.30% | — | 933.0K | — | — | IN | United States | 2022-02-04 | ↗ |
| 34 | Thomas Patterson | 933.0K | 3.30% | — | 933.0K | — | — | IN | United States | 2022-02-04 | ↗ |
| 35 | 47-3021161 | 596.1K | 1.70% | — | 596.1K | — | 596.1K | OO | DELAWARE, USA | 2024-04-17 | ↗ |
| 36 | A. GLENN HELMERS | 596.1K | 1.70% | — | 596.1K | — | 596.1K | IN | DELAWARE, USA | 2024-04-17 | ↗ |
| 37 | XII-A | 148.2K | 0.52% | — | 148.2K | — | 148.2K | PN | — | 2022-02-11 | ↗ |
| 38 | DAVID TOMLINSON | 128.0K | 1.00% | — | — | 128.0K | — | IN | — | 2024-04-23 | ↗ |
| 39 | SCOTT PARKER | 20.0K | 1.00% | — | — | 20.0K | — | IN | — | 2024-04-23 | ↗ |
| 40 | SUSAN EHRLICH | 4.5K | 1.00% | — | — | 4.5K | — | IN | — | 2024-04-23 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
20
-101 vs prev Q
New positions
8
Closed positions
106
Increased
11
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 | — | 795.5K +795.5K (+100.0%) | 4.21B +4.2B (+100.0%) | 1.70% +1.703 pp | 3.96% +3.962 pp | USD5.29 +0.0% | 1 qtrs NEW |
| 2 | DAG VENTURES, LLC | 38.5K +38.5K (+100.0%) | 203.41M +203.4M (+100.0%) | 0.08% +0.082 pp | 0.11% +0.108 pp | USD5.29 +0.0% | 1 qtrs NEW |
| 3 | NVERSES CAPITAL, LLC | 15.2K +15.2K (+100.0%) | 80.47M +80.5M (+100.0%) | 0.03% +0.033 pp | 0.18% +0.180 pp | USD5.29 +0.0% | 1 qtrs NEW |
| 4 | NEUBERGER BERMAN GROUP LLC | 3.94M +— (+0.0%) | 20.83M -3.5M (-14.3%) | 8.43% -0.025 pp | 0.02% -0.002 pp | USD7.16 -26.1% | 3 qtrs — |
| 5 | BLACKROCK, INC. | 3.11M +130.7K (+4.4%) | 16.43M -1.9M (-10.5%) | 6.65% +0.261 pp | 0.00% +0.000 pp | USD5.74 -7.8% | 6 qtrs — |
| 6 | FINDELL CAPITAL MANAGEMENT LLC | 2.57M +— (+0.0%) | 13.59M -2.3M (-14.3%) | 5.50% -0.016 pp | 3.91% -2.348 pp | USD3.39 +56.0% | 9 qtrs — |
| 7 | FORAGER CAPITAL MANAGEMENT, LLC | 2.38M +422.4K (+21.6%) | 12.59M +511.9K (+4.2%) | 5.10% +0.892 pp | 5.70% +0.372 pp | USD6.01 -12.0% | 2 qtrs — |
| 8 | VANGUARD GROUP INC | 2.26M +156.6K (+7.4%) | 11.97M -1.0M (-7.9%) | 4.85% +0.322 pp | 0.00% +0.000 pp | USD9.78 -45.9% | 26 qtrs — |
| 9 | MILLENNIUM MANAGEMENT LLC | 1.90M +667.3K (+54.1%) | 10.05M +2.4M (+32.2%) | 4.07% +1.421 pp | 0.00% +0.001 pp | USD5.28 +0.2% | 17 qtrs — |
| 10 | LONG FOCUS CAPITAL MANAGEMENT, LLC | 1.52M +— (+0.0%) | 8.02M -1.3M (-14.3%) | 3.25% -0.010 pp | 0.21% -0.098 pp | USD3.91 +35.3% | 12 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.27M +89.5K (+7.6%) | 6.70M -561.5K (-7.7%) | 2.71% +0.184 pp | 0.00% +0.000 pp | USD7.95 -33.5% | 25 qtrs — |
| 12 | DIMENSIONAL FUND ADVISORS LP | 1.13M +117.0K (+11.6%) | 5.97M -272.0K (-4.4%) | 2.42% +0.244 pp | 0.00% 0.000 pp | USD6.69 -20.9% | 19 qtrs — |
| 13 | BOOTHBAY FUND MANAGEMENT, LLC | 778.3K -3.1K (-0.4%) | 4.12M -703.8K (-14.6%) | 1.67% -0.012 pp | 0.06% -0.009 pp | USD2.54 +108.3% | 10 qtrs — |
| 14 | STATE STREET CORP | 743.5K +24.2K (+3.4%) | 3.93M -505.0K (-11.4%) | 1.59% +0.047 pp | 0.00% +0.000 pp | USD7.63 -30.7% | 25 qtrs — |
| 15 | SEGALL BRYANT & HAMILL, LLC | 651.6K +457.9K (+236.4%) | 3.45M +2.3M (+188.4%) | 1.39% +0.979 pp | 0.05% +0.031 pp | USD5.55 -4.7% | 2 qtrs — |
| 16 | TWO SIGMA ADVISERS, LP | 642.1K -2.2K (-0.3%) | 3.40M -578.6K (-14.6%) | 1.37% -0.009 pp | 0.01% -0.001 pp | USD4.60 +15.0% | 10 qtrs — |
| 17 | TWO SIGMA INVESTMENTS, LP | 625.4K +68.3K (+12.3%) | 3.31M -128.7K (-3.7%) | 1.34% +0.143 pp | 0.00% -0.001 pp | USD5.30 -0.2% | 17 qtrs — |
| 18 | BOSTON PARTNERS | 597.3K +66.0K (+12.4%) | 3.16M -118.7K (-3.6%) | 1.28% +0.138 pp | 0.00% 0.000 pp | USD5.52 -4.2% | 4 qtrs — |
| 19 | GLYNN CAPITAL MANAGEMENT LLC | 588.2K +— (+0.0%) | 3.11M -517.6K (-14.3%) | 1.26% -0.004 pp | 1.07% -0.077 pp | USD10.55 -49.9% | 24 qtrs — |
| 20 | ACADIAN ASSET MANAGEMENT LLC | 541.5K -440.3K (-44.8%) | 2.86M -3.2M (-52.7%) | 1.16% -0.949 pp | 0.00% -0.006 pp | USD5.93 -10.8% | 20 qtrs — |
| 21 | GOLDMAN SACHS GROUP INC | 402.9K +140.8K (+53.7%) | 2.13M +513.9K (+31.8%) | 0.86% +0.300 pp | 0.00% +0.000 pp | USD5.57 -5.0% | 26 qtrs — |
| 22 | SUMMA CORP. | 396.8K -53.2K (-11.8%) | 2.10M -677.0K (-24.4%) | 0.85% -0.117 pp | 0.90% -0.321 pp | USD3.93 +34.6% | 9 qtrs — |
| 23 | BNP PARIBAS ARBITRAGE, SNC | 357.2K +145.5K (+68.7%) | 1.89M +583.1K (+44.6%) | 0.76% +0.310 pp | 0.00% +0.000 pp | USD6.03 -12.3% | 5 qtrs — |
| 24 | AMERICAN CENTURY COMPANIES INC | 356.5K +176.7K (+98.3%) | 1.89M +776.7K (+70.0%) | 0.76% +0.377 pp | 0.00% +0.000 pp | USD5.57 -5.0% | 14 qtrs — |
| 25 | MORGAN STANLEY | 347.2K +37.7K (+12.2%) | 1.84M -73.2K (-3.8%) | 0.74% +0.079 pp | 0.00% +0.000 pp | USD6.05 -12.6% | 25 qtrs — |
| 26 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 317.2K +36.4K (+12.9%) | 1.68M -54.9K (-3.2%) | 0.68% +0.076 pp | 0.04% -0.002 pp | USD6.99 -24.3% | 21 qtrs — |
| 27 | NORTHERN TRUST CORP | 278.6K -19.2K (-6.5%) | 1.47M -363.9K (-19.8%) | 0.60% -0.043 pp | 0.00% +0.000 pp | USD7.72 -31.5% | 25 qtrs — |
| 28 | CITADEL ADVISORS LLC | 272.4K -291.5K (-51.7%) | 1.44M -2.0M (-58.6%) | 0.58% -0.628 pp | 0.00% 0.000 pp | USD5.50 -3.8% | 19 qtrs — |
| 29 | BANK OF NEW YORK MELLON CORP | 227.4K +139.4K (+158.4%) | 1.20M +660.0K (+121.6%) | 0.49% +0.298 pp | 0.00% +0.000 pp | USD5.97 -11.4% | 3 qtrs — |
| 30 | POINT72 ASSET MANAGEMENT, L.P. | 202.3K +202.3K (+100.0%) | 1.07M +1.1M (+100.0%) | 0.43% +0.433 pp | 0.00% +0.001 pp | USD5.29 +0.0% | 1 qtrs NEW |
| 31 | BERGER FINANCIAL GROUP, INC | 196.5K +— (+0.0%) | 1.04M -173.0K (-14.3%) | 0.42% -0.001 pp | 0.06% -0.012 pp | USD6.45 -18.0% | 10 qtrs — |
| 32 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 172.9K -119.1K (-40.8%) | 914.7K -886.9K (-49.2%) | 0.37% -0.257 pp | 0.00% -0.003 pp | USD5.01 +5.6% | 10 qtrs — |
| 33 | EMPOWERED FUNDS, LLC | 172.0K +17.3K (+11.2%) | 910.1K -44.3K (-4.6%) | 0.37% +0.036 pp | 0.01% -0.002 pp | USD5.71 -7.4% | 11 qtrs — |
| 34 | JPMORGAN CHASE & CO | 160.8K -59.4K (-27.0%) | 850.7K -508.2K (-37.4%) | 0.34% -0.129 pp | 0.00% +0.000 pp | USD5.15 +2.7% | 26 qtrs — |
| 35 | SQUAREPOINT OPS LLC | 155.3K +102.8K (+195.5%) | 821.7K +497.4K (+153.4%) | 0.33% +0.220 pp | 0.00% +0.001 pp | USD5.40 -2.0% | 17 qtrs — |
| 36 | RUSSELL INVESTMENTS GROUP, LTD. | 150.5K +147.2K (+4,474.6%) | 795.9K +775.6K (+3,822.2%) | 0.32% +0.315 pp | 0.00% +0.001 pp | USD5.31 -0.4% | 2 qtrs — |
| 37 | BARCLAYS PLC | 149.9K +130.6K (+675.5%) | 793.1K +738.8K (+1,359.9%) | 0.32% +0.279 pp | 0.00% +0.000 pp | USD5.45 -2.9% | 16 qtrs — |
| 38 | ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 141.1K +141.1K (+100.0%) | 746.5K +746.5K (+100.0%) | 0.30% +0.302 pp | 0.36% +0.364 pp | USD5.29 +0.0% | 1 qtrs NEW |
| 39 | EMG HOLDINGS, L.P. | 139.2K +— (+0.0%) | 736.2K -122.5K (-14.3%) | 0.30% -0.001 pp | 0.54% +0.222 pp | USD4.27 +23.9% | 13 qtrs — |
| 40 | RENAISSANCE TECHNOLOGIES LLC | 132.2K -76.0K (-36.5%) | 699.2K -585.2K (-45.6%) | 0.28% -0.164 pp | 0.00% -0.001 pp | USD4.36 +21.3% | 17 qtrs — |
| 41 | WINTON GROUP LTD | 131.9K -48.8K (-27.0%) | 697.9K -417.5K (-37.4%) | 0.28% -0.106 pp | 0.02% -0.018 pp | USD6.17 -14.3% | 4 qtrs — |
| 42 | TREXQUANT INVESTMENT LP | 128.2K +87.0K (+211.0%) | 678.4K +424.0K (+166.7%) | 0.27% +0.186 pp | 0.01% +0.003 pp | USD5.57 -5.0% | 2 qtrs — |
| 43 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 125.0K +92.8K (+288.0%) | 661.5K +462.6K (+232.7%) | 0.27% +0.199 pp | 0.14% +0.086 pp | USD5.77 -8.3% | 3 qtrs — |
| 44 | MARSHALL WACE, LLP | 121.0K -270.4K (-69.1%) | 640.1K -1.8M (-73.5%) | 0.26% -0.581 pp | 0.00% -0.002 pp | USD5.12 +3.3% | 11 qtrs — |
| 45 | BANK OF AMERICA CORP /DE/ | 115.6K +66.7K (+136.7%) | 611.3K +310.1K (+102.9%) | 0.25% +0.143 pp | 0.00% +0.000 pp | USD5.30 -0.2% | 26 qtrs — |
| 46 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 113.7K -5.0 (0.0%) | 601.6K -100.1K (-14.3%) | 0.24% -0.001 pp | 0.00% +0.000 pp | USD6.81 -22.3% | 4 qtrs — |
| 47 | GLOBEFLEX CAPITAL L P | 102.9K +— (+0.0%) | 544.3K -90.6K (-14.3%) | 0.22% -0.001 pp | 0.08% -0.014 pp | USD5.08 +4.1% | 12 qtrs — |
| 48 | INVESCO LTD. | 100.1K -5.3K (-5.0%) | 529.7K -120.9K (-18.6%) | 0.21% -0.012 pp | 0.00% +0.000 pp | USD6.88 -23.1% | 24 qtrs — |
| 49 | AQR CAPITAL MANAGEMENT LLC | 99.8K +57.2K (+134.1%) | 527.9K +264.9K (+100.7%) | 0.21% +0.122 pp | 0.00% +0.000 pp | USD5.67 -6.7% | 2 qtrs — |
| 50 | UBS GROUP AG | 96.6K +11.6K (+13.7%) | 510.8K -13.1K (-2.5%) | 0.21% +0.024 pp | 0.00% +0.000 pp | USD6.02 -12.1% | 26 qtrs — |
| 51 | PRINCIPAL FINANCIAL GROUP INC | 92.7K +29.7K (+47.1%) | 490.5K +101.7K (+26.1%) | 0.20% +0.063 pp | 0.00% +0.000 pp | USD5.89 -10.2% | 2 qtrs — |
| 52 | STATE OF WYOMING | 85.3K -218.0 (-0.3%) | 451.1K -76.4K (-14.5%) | 0.18% -0.001 pp | 0.05% -0.011 pp | USD7.16 -26.1% | 3 qtrs — |
| 53 | LEGATO CAPITAL MANAGEMENT LLC | 84.3K +84.3K (+100.0%) | 446.1K +446.1K (+100.0%) | 0.18% +0.181 pp | 0.04% +0.038 pp | USD5.29 +0.0% | 1 qtrs NEW |
| 54 | JUMP FINANCIAL, LLC | 73.6K -72.4K (-49.6%) | 389.3K -511.6K (-56.8%) | 0.16% -0.156 pp | 0.00% -0.006 pp | USD6.42 -17.6% | 4 qtrs — |
| 55 | CAMPBELL & CO INVESTMENT ADVISER LLC | 73.5K +40.7K (+124.5%) | 388.6K +186.7K (+92.5%) | 0.16% +0.087 pp | 0.02% +0.003 pp | USD5.68 -6.9% | 2 qtrs — |
| 56 | NUVEEN, LLC | 71.5K +27.9K (+64.2%) | 378.0K +109.5K (+40.8%) | 0.15% +0.060 pp | 0.00% +0.000 pp | USD6.43 -17.7% | 3 qtrs — |
| 57 | MACKENZIE FINANCIAL CORP | 68.4K +11.9K (+21.1%) | 365.0K +16.6K (+4.8%) | 0.15% +0.025 pp | 0.00% +0.000 pp | USD6.75 -21.6% | 3 qtrs — |
| 58 | PDT PARTNERS, LLC | 68.3K +13.3K (+24.3%) | 361.6K +22.2K (+6.5%) | 0.15% +0.028 pp | 0.02% +0.002 pp | USD6.05 -12.6% | 11 qtrs — |
| 59 | PANAGORA ASSET MANAGEMENT INC | 66.9K +— (+0.0%) | 354.1K -58.9K (-14.3%) | 0.14% 0.000 pp | 0.00% 0.000 pp | USD7.16 -26.1% | 3 qtrs — |
| 60 | HSBC HOLDINGS PLC | 59.0K +37.6K (+176.5%) | 314.4K +185.1K (+143.2%) | 0.13% +0.081 pp | 0.00% +0.000 pp | USD5.98 -11.5% | 16 qtrs — |
| 61 | MARTINGALE ASSET MANAGEMENT L P | 59.2K -4.0 (0.0%) | 313.0K -52.1K (-14.3%) | 0.13% 0.000 pp | 0.01% -0.001 pp | USD6.64 -20.3% | 3 qtrs — |
| 62 | PRUDENTIAL FINANCIAL INC | 59.0K +3.6K (+6.4%) | 311.9K -29.9K (-8.7%) | 0.13% +0.007 pp | 0.00% +0.000 pp | USD6.12 -13.6% | 2 qtrs — |
| 63 | MAN GROUP PLC | 49.8K +49.8K (+100.0%) | 263.3K +263.3K (+100.0%) | 0.11% +0.107 pp | 0.00% +0.000 pp | USD5.29 +0.0% | 1 qtrs NEW |
| 64 | RHUMBLINE ADVISERS | 47.3K -4.2K (-8.2%) | 250.0K -67.6K (-21.3%) | 0.10% -0.009 pp | 0.00% 0.000 pp | USD7.11 -25.6% | 3 qtrs — |
| 65 | XTX TOPCO LTD | 46.8K -9.0K (-16.1%) | 247.5K -96.6K (-28.1%) | 0.10% -0.020 pp | 0.01% -0.011 pp | USD5.50 -3.8% | 11 qtrs — |
| 66 | WELLS FARGO & COMPANY/MN | 45.4K +15.4K (+51.2%) | 240.2K +54.9K (+29.6%) | 0.10% +0.033 pp | 0.00% +0.000 pp | USD6.34 -16.6% | 26 qtrs — |
| 67 | STATE OF WISCONSIN INVESTMENT BOARD | 44.0K -9.7K (-18.0%) | 232.9K -98.5K (-29.7%) | 0.09% -0.021 pp | 0.00% 0.000 pp | USD6.17 -14.3% | 2 qtrs — |
| 68 | VERITION FUND MANAGEMENT LLC | 43.9K +— (+0.0%) | 232.3K -38.6K (-14.3%) | 0.09% 0.000 pp | 0.00% 0.000 pp | USD5.49 -3.6% | 4 qtrs — |
| 69 | VOYA INVESTMENT MANAGEMENT LLC | 42.9K +10.7K (+33.2%) | 226.8K +28.2K (+14.2%) | 0.09% +0.023 pp | 0.00% +0.000 pp | USD5.95 -11.1% | 2 qtrs — |
| 70 | GRAHAM CAPITAL MANAGEMENT, L.P. | 40.2K -830.0 (-2.0%) | 212.5K -40.5K (-16.0%) | 0.09% -0.002 pp | 0.01% +0.001 pp | USD6.57 -19.5% | 3 qtrs — |
| 71 | FEDERATED HERMES, INC. | 40.0K +19.7K (+96.9%) | 211.6K +86.3K (+68.8%) | 0.09% +0.042 pp | 0.00% +0.000 pp | USD4.56 +16.0% | 26 qtrs — |
| 72 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 39.3K +1.5K (+4.1%) | 208.0K -25.0K (-10.7%) | 0.08% +0.003 pp | 0.05% +0.008 pp | USD6.14 -13.8% | 2 qtrs — |
| 73 | SEI INVESTMENTS CO | 28.1K +28.1K (+100.0%) | 148.5K +148.5K (+100.0%) | 0.06% +0.060 pp | 0.00% +0.000 pp | USD5.29 +0.0% | 1 qtrs NEW |
| 74 | STATE OF TENNESSEE, TREASURY DEPARTMENT | 26.8K +26.8K (+100.0%) | 145.3K +145.3K (+100.0%) | 0.06% +0.057 pp | 0.00% +0.001 pp | USD5.29 +0.0% | 1 qtrs NEW |
| 75 | HERON BAY CAPITAL MANAGEMENT | 25.8K +1.1K (+4.6%) | 136.3K -15.7K (-10.3%) | 0.06% +0.002 pp | 0.03% -0.002 pp | USD4.51 +17.3% | 6 qtrs — |
| 76 | CERITY PARTNERS LLC | 24.3K +— (+0.0%) | 128.4K -21.4K (-14.3%) | 0.05% 0.000 pp | 0.00% 0.000 pp | USD2.81 +88.3% | 6 qtrs — |
| 77 | PRICE T ROWE ASSOCIATES INC /MD/ | 24.0K +— (+0.0%) | 127.0K -21.0K (-14.2%) | 0.05% 0.000 pp | 0.00% +0.000 pp | USD6.86 -22.9% | 3 qtrs — |
| 78 | GSA CAPITAL PARTNERS LLP | 23.1K -28.2K (-55.0%) | 122.0K -194.0K (-61.4%) | 0.05% -0.061 pp | 0.01% -0.016 pp | USD4.52 +17.0% | 12 qtrs — |
| 79 | CITIGROUP INC | 22.8K +412.0 (+1.8%) | 120.9K -17.6K (-12.7%) | 0.05% +0.001 pp | 0.00% +0.000 pp | USD6.36 -16.8% | 25 qtrs — |
| 80 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 18.7K +494.0 (+2.7%) | 98.9K -13.4K (-11.9%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD7.11 -25.6% | 3 qtrs — |
| 81 | INTECH INVESTMENT MANAGEMENT LLC | 17.1K +— (+0.0%) | 90.5K -15.1K (-14.3%) | 0.04% 0.000 pp | 0.00% 0.000 pp | USD7.05 -25.0% | 3 qtrs — |
| 82 | R SQUARED LTD | 16.9K +16.9K (+100.0%) | 89.6K +89.6K (+100.0%) | 0.04% +0.036 pp | 0.04% +0.042 pp | USD5.29 +0.0% | 1 qtrs NEW |
| 83 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.6K +16.6K (+100.0%) | 87.8K +87.8K (+100.0%) | 0.04% +0.036 pp | 0.00% +0.000 pp | USD5.29 +0.0% | 5 qtrs — |
| 84 | ZACKS INVESTMENT MANAGEMENT | 16.1K -6.5K (-28.8%) | 85.0K -54.3K (-39.0%) | 0.03% -0.014 pp | 0.00% 0.000 pp | USD6.17 -14.3% | 2 qtrs — |
| 85 | FLAHARTY ASSET MANAGEMENT, LLC | 16.0K +3.0K (+23.1%) | 84.6K +4.4K (+5.5%) | 0.03% +0.006 pp | 0.01% +0.000 pp | USD6.01 -12.0% | 10 qtrs — |
| 86 | ENGINEERS GATE MANAGER LP | 15.5K -10.0K (-39.2%) | 82.0K -75.2K (-47.8%) | 0.03% -0.022 pp | 0.00% -0.001 pp | USD5.77 -8.3% | 4 qtrs — |
| 87 | JANE STREET GROUP, LLC | 14.4K +14.4K (+100.0%) | 76.2K +76.2K (+100.0%) | 0.03% +0.031 pp | 0.00% +0.000 pp | USD5.29 +0.0% | 1 qtrs NEW |
| 88 | CENTIVA CAPITAL, LP | 14.0K +— (+0.0%) | 74.1K -12.3K (-14.3%) | 0.03% 0.000 pp | 0.00% 0.000 pp | USD6.17 -14.3% | 2 qtrs — |
| 89 | NEW YORK STATE COMMON RETIREMENT FUND | 13.5K +— (+0.0%) | 71.4K -11.9K (-14.3%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD7.16 -26.1% | 3 qtrs — |
| 90 | METLIFE INVESTMENT MANAGEMENT, LLC | 12.8K -9.4K (-42.2%) | 67.9K -69.1K (-50.4%) | 0.03% -0.020 pp | 0.00% 0.000 pp | USD7.09 -25.4% | 3 qtrs — |
| 91 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12.6K +819.0 (+7.0%) | 66.6K -6.0K (-8.3%) | 0.03% +0.002 pp | 0.00% +0.000 pp | USD7.04 -24.9% | 3 qtrs — |
| 92 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 11.0K +11.0K (+100.0%) | 58.0K +58.0K (+100.0%) | 0.02% +0.024 pp | 0.00% +0.001 pp | USD5.29 +0.0% | 1 qtrs NEW |
| 93 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 10.4K +— (+0.0%) | 55.0K -9.2K (-14.3%) | 0.02% 0.000 pp | 0.00% 0.000 pp | USD6.89 -23.2% | 3 qtrs — |
| 94 | CLEARSTEAD ADVISORS, LLC | 5.6K +3.7K (+192.9%) | 29.5K +17.7K (+151.1%) | 0.01% +0.008 pp | 0.00% +0.000 pp | USD5.93 -10.8% | 3 qtrs — |
| 95 | KEMNAY ADVISORY SERVICES INC. | 5.2K +5.2K (+100.0%) | 27.6K +27.6K (+100.0%) | 0.01% +0.011 pp | 0.00% +0.004 pp | USD5.29 +0.0% | 1 qtrs NEW |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 59 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Vanguard U.S. Value Factor ETF VFVA | 0.08% | 641.8K | 0.13% |
| 2 | iShares Micro-Cap ETF IWC | 0.06% | 843.9K | 0.60% |
| 3 | Vanguard Global Value Equity Active ETF VVLU.AX | 0.06% | 494.9K | 0.28% |
| 4 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.05% | 896.9K | 0.47% |
| 5 | WisdomTree U.S. SmallCap Fund EES | 0.05% | 371.1K | 0.38% |
| 6 | Harbor Human Capital Factor US Small Cap ETF HAPS | 0.05% | 79.7K | 0.61% |
| 7 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.04% | 438.2K | 0.20% |
| 8 | iShares Russell 2000 Value ETF IWN | 0.02% | 2.30M | 0.24% |
| 9 | Avantis U.S. Small Cap Value ETF AVUV | 0.01% | 4.22M | 0.25% |
| 10 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 182.0K | 0.06% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
0
Sells
0
Shares acquired
—
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+0
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | Bland Douglas K | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-04-04 | Rana Gaurav | Officer | — | — | Common Stock | 0 | 0.00 | — | 180,031 | D | ↗ |
| 2026-03-10 | Vazquez Raul | Director / Officer | F-InKind | D | Common Stock | 21,094 | 0.00 | — | 1,379,345 | D | ↗ |
| 2026-03-10 | Layton Kathleen I. | Officer | A-Award | A | Performance Stock Units | 35,179 | 0.00 | — | 35,179 | D | ↗ |
| 2026-03-10 | Kirscht Patrick | Officer | S-Sale | D | Common Stock | 19,362 | 4.90 | 94.9K | 439,618 | D | ↗ |
| 2025-12-31 | Schueller Joseph Andrew | Officer | A-Award | A | Common Stock | 45,890 | 0.00 | — | 73,980 | D | ↗ |
| 2025-12-31 | Layton Kathleen I. | Officer | A-Award | A | Common Stock | 86,043 | 0.00 | — | 245,227 | D | ↗ |
| 2025-12-31 | Kirscht Patrick | Officer | A-Award | A | Common Stock | 95,603 | 0.00 | — | 493,917 | D | ↗ |
| 2025-09-10 | Schueller Joseph Andrew | Officer | A-Award | A | Common Stock | 28,090 | 0.00 | — | 28,090 | D | ↗ |
| 2025-09-10 | Layton Kathleen I. | Officer | S-Sale | D | Common Stock | 4,214 | 6.64 | 28.0K | 159,184 | D | ↗ |
| 2025-08-21 | Miramontes Louis | Director | A-Award | A | Common Stock | 3,644 | 0.00 | — | 93,930 | D | ↗ |
| 2025-08-19 | WILCOX WARREN | Director | A-Award | A | Common Stock | 18,041 | 0.00 | — | 18,041 | D | ↗ |
| 2025-07-22 | Schueller Joseph Andrew | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-19 | WILCOX WARREN | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-18 | Tambor Richard N. | Director | A-Award | A | Common Stock | 18,090 | 0.00 | — | 76,777 | D | ↗ |
| 2025-07-18 | Smith Sandra Adele | Director | A-Award | A | Common Stock | 18,090 | 0.00 | — | 80,740 | D | ↗ |
| 2025-07-18 | Miramontes Louis | Director | A-Award | A | Common Stock | 18,090 | 0.00 | — | 90,286 | D | ↗ |
| 2025-07-18 | Minetti Carlos | Director | A-Award | A | Common Stock | 18,090 | 0.00 | — | 67,594 | D | ↗ |
| 2025-07-18 | Lee Ginny | Director | A-Award | A | Common Stock | 18,090 | 0.00 | — | 100,518 | D | ↗ |
| 2025-07-18 | Daswani Mohit | Director | A-Award | A | Common Stock | 18,090 | 0.00 | — | 60,014 | D | ↗ |
| 2025-07-18 | Barefoot Jo Ann | Director | A-Award | A | Common Stock | 18,090 | 0.00 | — | 95,643 | D | ↗ |
| 2025-04-02 | Vazquez Raul | Director / Officer | A-Award | A | Performance Stock Units | 225,000 | 0.00 | — | 225,000 | D | ↗ |
| 2025-04-02 | Layton Kathleen I. | Officer | A-Award | A | Performance Stock Units | 49,020 | 0.00 | — | 49,020 | D | ↗ |
| 2025-04-02 | Kirscht Patrick | Officer | A-Award | A | Performance Stock Units | 73,530 | 0.00 | — | 73,530 | D | ↗ |
| 2025-03-10 | Vazquez Raul | Director / Officer | F-InKind | D | Common Stock | 4,092 | 0.00 | — | 1,253,236 | D | ↗ |
| 2025-03-10 | Mueller Casey | Officer | S-Sale | D | Common Stock | 1,489 | 5.99 | 8.9K | 171,693 | D | ↗ |
| 2025-03-10 | Layton Kathleen I. | Officer | S-Sale | D | Common Stock | 1,473 | 5.99 | 8.8K | 100,627 | D | ↗ |
| 2025-03-10 | Kirscht Patrick | Officer | S-Sale | D | Common Stock | 17,409 | 5.99 | 104.3K | 288,019 | D | ↗ |
| 2025-03-10 | COBLENTZ JONATHAN AARON | Officer | F-InKind | D | Common Stock | 2,577 | 0.00 | — | 220,509 | D | ↗ |
| 2024-12-13 | Minetti Carlos | Director | P-Purchase | A | Common Stock | 15,000 | 3.89 | 58.4K | 49,504 | D | ↗ |
| 2024-12-13 | Daswani Mohit | Director | P-Purchase | A | Common Stock | 7,420 | 3.90 | 28.9K | 41,924 | D | ↗ |
| 2024-12-11 | Williams R Neil | Director | P-Purchase | A | Common Stock | 25,000 | 3.87 | 96.8K | 140,338 | D | ↗ |
| 2024-12-10 | Kirscht Patrick | Officer | S-Sale | D | Common Stock | 8,403 | 3.80 | 31.9K | 333,360 | D | ↗ |
| 2024-12-09 | Mueller Casey | Officer | S-Sale | D | Common Stock | 2,962 | 4.01 | 11.9K | 197,940 | D | ↗ |
| 2024-11-29 | COBLENTZ JONATHAN AARON | Officer | P-Purchase | A | Common Stock | 800 | 3.88 | 3.1K | 298,280 | I | ↗ |
| 2024-11-27 | Vazquez Raul | Director / Officer | P-Purchase | A | Common Stock | 8,844 | 3.86 | 34.1K | 1,257,328 | D | ↗ |
| 2024-11-27 | COBLENTZ JONATHAN AARON | Officer | P-Purchase | A | Common Stock | 24,700 | 3.91 | 96.6K | 297,480 | I | ↗ |
| 2024-09-10 | Vazquez Raul | Director / Officer | F-InKind | D | Common Stock | 11,231 | 0.00 | — | 1,248,484 | — | ↗ |
| 2024-09-10 | Mueller Casey | Officer | S-Sale | D | Common Stock | 373 | 2.45 | 913.85 | 200,902 | — | ↗ |
| 2024-09-10 | Layton Kathleen I. | Officer | S-Sale | D | Common Stock | 750 | 2.45 | 1.8K | 107,123 | — | ↗ |
| 2024-09-10 | Kirscht Patrick | Officer | S-Sale | D | Common Stock | 7,787 | 2.45 | 19.1K | 341,763 | — | ↗ |
| 2024-09-10 | COBLENTZ JONATHAN AARON | Officer | F-InKind | D | Common Stock | 3,706 | 0.00 | — | 232,482 | — | ↗ |
| 2024-06-26 | Williams R Neil | Director | A-Award | A | Common Stock | 33,359 | 0.00 | — | 115,338 | — | ↗ |
| 2024-06-26 | Tambor Richard N. | Director | — | D | Common Stock | 0 | 0.00 | — | 32,000 | — | ↗ |
| 2024-06-26 | Smith Sandra Adele | Director | A-Award | A | Common Stock | 26,687 | 0.00 | — | 62,650 | — | ↗ |
| 2024-06-26 | PARKER SCOTT T | Director | A-Award | A | Common Stock | 26,687 | 0.00 | — | 50,104 | — | ↗ |
| 2024-06-26 | Miramontes Louis | Director | A-Award | A | Common Stock | 26,687 | 0.00 | — | 72,196 | — | ↗ |
| 2024-06-26 | Minetti Carlos | Director | A-Award | A | Common Stock | 26,687 | 0.00 | — | 34,504 | — | ↗ |
| 2024-06-26 | Lee Ginny | Director | A-Award | A | Common Stock | 26,687 | 0.00 | — | 82,428 | — | ↗ |
| 2024-06-26 | Daswani Mohit | Director | A-Award | A | Common Stock | 26,687 | 0.00 | — | 34,504 | — | ↗ |
| 2024-06-26 | Barefoot Jo Ann | Director | A-Award | A | Common Stock | 26,687 | 0.00 | — | 77,553 | — | ↗ |
| 2024-06-14 | Vazquez Raul | Director / Officer | A-Award | A | Performance Stock Units | 152,672 | 0.00 | — | 152,672 | — | ↗ |
| 2024-06-14 | PARKER SCOTT T | Director | A-Award | A | Common Stock | 3,417 | 0.00 | — | 23,417 | — | ↗ |
| 2024-06-14 | Mueller Casey | Officer | A-Award | A | Common Stock | 16,540 | 0.00 | — | 201,275 | — | ↗ |
| 2024-06-14 | Layton Kathleen I. | Officer | A-Award | A | Performance Stock Units | 30,535 | 0.00 | — | 30,535 | — | ↗ |
| 2024-06-14 | Kirscht Patrick | Officer | A-Award | A | Performance Stock Units | 80,726 | 0.00 | — | 80,726 | — | ↗ |
| 2024-06-14 | COBLENTZ JONATHAN AARON | Officer | A-Award | A | Performance Stock Units | 24,667 | 0.00 | — | 24,667 | — | ↗ |
| 2024-04-19 | PARKER SCOTT T | Director | — | D | Common Stock | 0 | 0.00 | — | 20,000 | — | ↗ |
| 2024-03-15 | Vazquez Raul | Director / Officer | M-Exempt | A | Common Stock | 23,027 | 0.00 | — | 1,157,970 | — | ↗ |
| 2024-03-15 | Mueller Casey | Officer | F-InKind | D | Common Stock | 717 | 3.03 | 2.2K | 188,303 | — | ↗ |
| 2024-03-15 | Layton Kathleen I. | Officer | F-InKind | D | Common Stock | 5,652 | 3.03 | 17.1K | 77,338 | — | ↗ |
| 2024-03-15 | Kirscht Patrick | Officer | M-Exempt | A | Common Stock | 9,869 | 0.00 | — | 302,248 | — | ↗ |
| 2024-03-15 | COBLENTZ JONATHAN AARON | Officer | F-InKind | D | Common Stock | 3,236 | 3.52 | 11.4K | 221,512 | — | ↗ |
| 2024-02-07 | Minetti Carlos | Director | A-Award | A | Common Stock | 7,817 | 0.00 | — | 7,817 | — | ↗ |
| 2024-02-07 | Daswani Mohit | Director | A-Award | A | Common Stock | 7,817 | 0.00 | — | 7,817 | — | ↗ |
| 2023-12-31 | Williams R Neil | Director | A-Award | A | Common Stock | 3,886 | 0.00 | — | 81,979 | — | ↗ |
| 2023-12-31 | PASCARELLA CARL | Director | A-Award | A | Common Stock | 1,589 | 0.00 | — | 200,829 | — | ↗ |
| 2023-12-31 | Lee Ginny | Director | A-Award | A | Common Stock | 2,982 | 0.00 | — | 55,741 | — | ↗ |
| 2023-12-06 | Vazquez Raul | Director / Officer | A-Award | A | Performance Stock Units | 176,361 | 0.00 | — | 176,361 | — | ↗ |
| 2023-12-06 | Kirscht Patrick | Officer | A-Award | A | Performance Stock Units | 49,339 | 0.00 | — | 49,339 | — | ↗ |
| 2023-12-06 | Jenkins Matthew Wayne | Officer | A-Award | A | Common Stock | 46,233 | 0.00 | — | 213,260 | — | ↗ |
| 2023-12-06 | COBLENTZ JONATHAN AARON | Officer | A-Award | A | Common Stock | 20,101 | 0.00 | — | 216,853 | — | ↗ |
| 2023-10-25 | Mueller Casey | Officer | A-Award | A | Common Stock | 16,000 | 0.00 | — | 189,020 | — | ↗ |
| 2023-10-25 | Layton Kathleen I. | Officer | A-Award | A | Common Stock | 18,700 | 0.00 | — | 85,700 | — | ↗ |
| 2023-10-20 | Mueller Casey | Officer | A-Award | A | Common Stock | 16,000 | 0.00 | — | 189,020 | — | ↗ |
| 2023-10-20 | Layton Kathleen I. | Officer | A-Award | A | Common Stock | 18,700 | 0.00 | — | 85,700 | — | ↗ |
| 2023-09-30 | Williams R Neil | Director | A-Award | A | Common Stock | 2,961 | 0.00 | — | 78,093 | — | ↗ |
| 2023-09-30 | PASCARELLA CARL | Director | A-Award | A | Common Stock | 3,838 | 0.00 | — | 217,466 | — | ↗ |
| 2023-09-30 | Lee Ginny | Director | A-Award | A | Common Stock | 2,742 | 0.00 | — | 52,759 | — | ↗ |
| 2023-09-10 | Vazquez Raul | Director / Officer | F-InKind | D | Common Stock | 15,606 | 7.51 | 117.2K | 958,582 | — | ↗ |
| 2023-09-10 | Mueller Casey | Officer | F-InKind | D | Common Stock | 347 | 7.51 | 2.6K | 173,020 | — | ↗ |
| 2023-09-10 | Layton Kathleen I. | Officer | A-Award | A | Common Stock | 36,102 | 0.00 | — | 67,000 | — | ↗ |
| 2023-09-10 | Kirscht Patrick | Officer | F-InKind | D | Common Stock | 7,231 | 7.51 | 54.3K | 243,040 | — | ↗ |
| 2023-09-10 | Jenkins Matthew Wayne | Officer | F-InKind | D | Common Stock | 2,409 | 7.51 | 18.1K | 167,027 | — | ↗ |
| 2023-09-10 | COBLENTZ JONATHAN AARON | Officer | F-InKind | D | Common Stock | 3,732 | 7.51 | 28.0K | 196,752 | — | ↗ |
| 2023-09-05 | Institutional Venture Management XIV, LLC | 10% Owner | S-Sale | D | Common Stock | 50,000 | 7.31 | 365.5K | 3,358,691 | — | ↗ |
| 2023-07-21 | Layton Kathleen I. | Officer | — | D | Stock Option (Right to Buy) | 5,857 | 21.26 | 124.5K | 0 | — | ↗ |
| 2023-07-20 | COBLENTZ JONATHAN AARON | Officer | M-Exempt | D | Stock Option (Right to Buy) | 4,545 | 4.40 | 20.0K | 0 | — | ↗ |
| 2023-07-14 | Aristei Joan | Officer | F-InKind | D | Common Stock | 2,333 | 5.66 | 13.2K | 114,114 | — | ↗ |
| 2023-06-30 | Williams R Neil | Director | A-Award | A | Common Stock | 3,215 | 0.00 | — | 75,132 | — | ↗ |
| 2023-06-30 | Welts Frederic | Director | A-Award | A | Common Stock | 2,192 | 0.00 | — | 30,601 | — | ↗ |
| 2023-06-30 | STROHM DAVID N | Director | A-Award | A | Common Stock | 1,666 | 0.00 | — | 51,342 | — | ↗ |
| 2023-06-30 | PASCARELLA CARL | Director | A-Award | A | Common Stock | 3,908 | 0.00 | — | 213,628 | — | ↗ |
| 2023-06-30 | Lee Ginny | Director | A-Award | A | Common Stock | 2,977 | 0.00 | — | 50,017 | — | ↗ |
| 2023-06-14 | Vazquez Raul | Director / Officer | F-InKind | D | Common Stock | 79,230 | 5.86 | 464.3K | 974,188 | — | ↗ |
| 2023-06-14 | Kirscht Patrick | Officer | F-InKind | D | Common Stock | 40,521 | 5.86 | 237.5K | 250,271 | — | ↗ |
| 2023-06-06 | Williams R Neil | Director | A-Award | A | Common Stock | 19,441 | 0.00 | — | 71,917 | — | ↗ |
| 2023-06-06 | Smith Sandra Adele | Director | A-Award | A | Common Stock | 19,441 | 0.00 | — | 35,963 | — | ↗ |
| 2023-06-06 | PASCARELLA CARL | Director | A-Award | A | Common Stock | 24,301 | 0.00 | — | 209,720 | — | ↗ |
| 2023-06-06 | Miramontes Louis | Director | A-Award | A | Common Stock | 19,441 | 0.00 | — | 45,509 | — | ↗ |
| 2023-06-06 | Lee Ginny | Director | A-Award | A | Common Stock | 19,441 | 0.00 | — | 47,040 | — | ↗ |
| 2023-06-06 | Barefoot Jo Ann | Director | A-Award | A | Common Stock | 19,441 | 0.00 | — | 50,866 | — | ↗ |
| 2023-06-06 | Banks Roy | Director | A-Award | A | Common Stock | 19,441 | 0.00 | — | 35,963 | — | ↗ |
| 2023-03-31 | Williams R Neil | Director | A-Award | A | Common Stock | 2,794 | 0.00 | — | 52,476 | — | ↗ |
| 2023-03-31 | Welts Frederic | Director | A-Award | A | Common Stock | 2,587 | 0.00 | — | 28,409 | — | ↗ |
| 2023-03-31 | STROHM DAVID N | Director | A-Award | A | Common Stock | 2,191 | 0.00 | — | 49,676 | — | ↗ |
| 2023-03-31 | PASCARELLA CARL | Director | A-Award | A | Common Stock | 3,312 | 0.00 | — | 185,419 | — | ↗ |
| 2023-03-31 | Lee Ginny | Director | A-Award | A | Common Stock | 2,587 | 0.00 | — | 27,599 | — | ↗ |
| 2023-03-20 | COBLENTZ JONATHAN AARON | Officer | P-Purchase | A | Common Stock | 40,000 | 3.62 | 144.8K | 195,939 | — | ↗ |
| 2023-03-17 | COBLENTZ JONATHAN AARON | Officer | P-Purchase | A | Common Stock | 50,000 | 3.10 | 155.0K | 155,939 | — | ↗ |
| 2023-03-16 | COBLENTZ JONATHAN AARON | Officer | P-Purchase | A | Common Stock | 10,000 | 2.63 | 26.3K | 105,939 | — | ↗ |
| 2023-03-10 | Vazquez Raul | Director / Officer | M-Exempt | A | Common Stock | 23,026 | 0.00 | — | 988,463 | — | ↗ |
| 2023-03-10 | Mueller Casey | Officer | A-Award | A | Common Stock | 155,521 | 0.00 | — | 174,444 | — | ↗ |
| 2023-03-10 | Kirscht Patrick | Officer | M-Exempt | D | Restricted Stock Units | 9,868 | 0.00 | — | 9,869 | — | ↗ |
| 2023-03-10 | Jenkins Matthew Wayne | Officer | F-InKind | D | Common Stock | 887 | 4.32 | 3.8K | 173,151 | — | ↗ |
| 2023-03-10 | COBLENTZ JONATHAN AARON | Officer | F-InKind | D | Common Stock | 1,335 | 4.32 | 5.8K | 101,248 | — | ↗ |
| 2023-03-10 | Aristei Joan | Officer | F-InKind | D | Common Stock | 3,977 | 4.32 | 17.2K | 116,447 | — | ↗ |
| 2023-03-03 | Vazquez Raul | Director / Officer | M-Exempt | D | Restricted Stock Units | 17,849 | 0.00 | — | 0 | — | ↗ |
| 2023-03-03 | Kirscht Patrick | Officer | M-Exempt | D | Restricted Stock Units | 8,925 | 0.00 | — | 0 | — | ↗ |
| 2023-03-03 | Jenkins Matthew Wayne | Officer | F-InKind | D | Common Stock | 1,765 | 6.00 | 10.6K | 168,947 | — | ↗ |
| 2023-03-03 | COBLENTZ JONATHAN AARON | Officer | M-Exempt | D | Restricted Stock Units | 5,950 | 0.00 | — | 0 | — | ↗ |
| 2023-03-03 | Aristei Joan | Officer | M-Exempt | D | Restricted Stock Units | 4,462 | 0.00 | — | 0 | — | ↗ |
| 2022-12-31 | Williams R Neil | Director | A-Award | A | Common Stock | 3,063 | 0.00 | — | 49,682 | — | ↗ |
| 2022-12-31 | Welts Frederic | Director | A-Award | A | Common Stock | 2,836 | 0.00 | — | 25,822 | — | ↗ |
| 2022-12-31 | STROHM DAVID N | Director | A-Award | A | Common Stock | 2,496 | 0.00 | — | 47,485 | — | ↗ |
| 2022-12-31 | PASCARELLA CARL | Director | A-Award | A | Common Stock | 3,630 | 0.00 | — | 182,107 | — | ↗ |
| 2022-12-31 | Lee Ginny | Director | A-Award | A | Common Stock | 2,722 | 0.00 | — | 25,012 | — | ↗ |
| 2022-12-13 | COBLENTZ JONATHAN AARON | Officer | G-Gift | A | Common Stock | 53,262 | 0.00 | — | 272,780 | — | ↗ |
| 2022-11-28 | Kirscht Patrick | Officer | M-Exempt | D | Stock Option (Right to Buy) | 2,761 | 1.87 | 5.2K | 0 | — | ↗ |
| 2022-11-11 | Vazquez Raul | Officer | P-Purchase | A | Common Stock | 20,577 | 6.77 | 139.3K | 233,709 | — | ↗ |
| 2022-11-11 | COBLENTZ JONATHAN AARON | Officer | P-Purchase | A | Common Stock | 8,575 | 6.74 | 57.8K | 147,647 | — | ↗ |
| 2022-11-10 | Vazquez Raul | Officer | P-Purchase | A | Common Stock | 32,320 | 6.46 | 208.9K | 213,132 | — | ↗ |
| 2022-11-10 | COBLENTZ JONATHAN AARON | Officer | P-Purchase | A | Common Stock | 29,574 | 6.42 | 189.8K | 139,072 | — | ↗ |
| 2022-09-30 | Williams R Neil | Director | A-Award | A | Common Stock | 3,862 | 0.00 | — | 46,619 | — | ↗ |
| 2022-09-30 | Welts Frederic | Director | A-Award | A | Common Stock | 3,576 | 0.00 | — | 22,986 | — | ↗ |
| 2022-09-30 | STROHM DAVID N | Director | A-Award | A | Common Stock | 3,147 | 0.00 | — | 44,989 | — | ↗ |
| 2022-09-30 | PASCARELLA CARL | Director | A-Award | A | Common Stock | 4,577 | 0.00 | — | 178,477 | — | ↗ |
| 2022-09-30 | Lee Ginny | Director | A-Award | A | Common Stock | 3,147 | 0.00 | — | 22,290 | — | ↗ |
| 2022-09-12 | Vazquez Raul | Director / Officer | F-InKind | D | Common Stock | 15,606 | 5.85 | 91.3K | 953,969 | — | ↗ |
| 2022-09-12 | Mueller Casey | Officer | F-InKind | D | Common Stock | 347 | 5.85 | 2.0K | 18,923 | — | ↗ |
| 2022-09-12 | Kirscht Patrick | Officer | F-InKind | D | Common Stock | 7,231 | 5.85 | 42.3K | 242,693 | — | ↗ |
| 2022-09-12 | Jenkins Matthew Wayne | Officer | F-InKind | D | Common Stock | 2,409 | 5.85 | 14.1K | 164,762 | — | ↗ |
| 2022-09-12 | COBLENTZ JONATHAN AARON | Officer | F-InKind | D | Common Stock | 5,351 | 5.85 | 31.3K | 109,498 | — | ↗ |
| 2022-09-12 | Aristei Joan | Officer | F-InKind | D | Common Stock | 2,333 | 5.85 | 13.6K | 115,761 | — | ↗ |
| 2022-08-31 | Aristei Joan | Officer | F-InKind | D | Common Stock | 2,176 | 5.33 | 11.6K | 118,094 | — | ↗ |
| 2022-08-30 | Vazquez Raul | Officer | G-Gift | A | Common Stock | 7,948 | 0.00 | — | 180,812 | — | ↗ |
| 2022-08-30 | Kirscht Patrick | Officer | G-Gift | D | Common Stock | 2,900 | 0.00 | — | 244,332 | — | ↗ |
| 2022-08-30 | Jenkins Matthew Wayne | Officer | M-Exempt | D | Restricted Stock Units | 10,483 | 0.00 | — | 0 | — | ↗ |
| 2022-08-30 | COBLENTZ JONATHAN AARON | Officer | M-Exempt | D | Restricted Stock Units | 9,225 | 0.00 | — | 0 | — | ↗ |
| 2022-06-30 | Williams R Neil | Director | A-Award | A | Common Stock | 2,041 | 0.00 | — | 42,757 | — | ↗ |
| 2022-06-30 | Welts Frederic | Director | A-Award | A | Common Stock | 1,890 | 0.00 | — | 19,410 | — | ↗ |
| 2022-06-30 | STROHM DAVID N | Director | A-Award | A | Common Stock | 1,663 | 0.00 | — | 41,842 | — | ↗ |
| 2022-06-30 | PASCARELLA CARL | Director | A-Award | A | Common Stock | 2,419 | 0.00 | — | 173,900 | — | ↗ |
| 2022-06-30 | Lee Ginny | Director | A-Award | A | Common Stock | 1,663 | 0.00 | — | 19,143 | — | ↗ |
| 2022-06-14 | Williams R Neil | Director | A-Award | A | Common Stock | 12,551 | 0.00 | — | 40,716 | — | ↗ |
| 2022-06-14 | Welts Frederic | Director | A-Award | A | Common Stock | 12,551 | 0.00 | — | 17,520 | — | ↗ |
| 2022-06-14 | Smith Sandra Adele | Director | A-Award | A | Common Stock | 12,551 | 0.00 | — | 16,522 | — | ↗ |
| 2022-06-14 | STROHM DAVID N | Director | A-Award | A | Common Stock | 12,551 | 0.00 | — | 40,179 | — | ↗ |
| 2022-06-14 | PASCARELLA CARL | Director | A-Award | A | Common Stock | 15,688 | 0.00 | — | 171,481 | — | ↗ |
| 2022-06-14 | Miramontes Louis | Director | A-Award | A | Common Stock | 12,551 | 0.00 | — | 26,068 | — | ↗ |
| 2022-06-14 | Lee Ginny | Director | A-Award | A | Common Stock | 12,551 | 0.00 | — | 17,480 | — | ↗ |
| 2022-06-14 | Kirscht Patrick | Officer | G-Gift | D | Common Stock | 2,900 | 0.00 | — | 247,232 | — | ↗ |
| 2022-06-14 | Barefoot Jo Ann | Director | A-Award | A | Common Stock | 12,551 | 0.00 | — | 31,425 | — | ↗ |
| 2022-06-14 | Banks Roy | Director | A-Award | A | Common Stock | 12,551 | 0.00 | — | 16,522 | — | ↗ |
| 2022-06-14 | ALVAREZ AIDA | Director | A-Award | A | Common Stock | 12,551 | 0.00 | — | 31,425 | — | ↗ |
| 2022-06-02 | ALVAREZ AIDA | Director | M-Exempt | A | Common Stock | 18,181 | 1.32 | 24.0K | 37,055 | — | ↗ |
| 2022-04-15 | Mueller Casey | Officer | — | D | Stock Option (Right to Buy) | 9,371 | 23.65 | 221.6K | 0 | — | ↗ |
| 2022-03-31 | Williams R Neil | Director | A-Award | A | Common Stock | 1,176 | 0.00 | — | 28,165 | — | ↗ |
| 2022-03-31 | Welts Frederic | Director | A-Award | A | Common Stock | 998 | 0.00 | — | 4,969 | — | ↗ |
| 2022-03-31 | STROHM DAVID N | Director | A-Award | A | Common Stock | 1,043 | 0.00 | — | 27,628 | — | ↗ |
| 2022-03-31 | PASCARELLA CARL | Director | A-Award | A | Common Stock | 1,479 | 0.00 | — | 155,793 | — | ↗ |
| 2022-03-31 | Lee Ginny | Director | A-Award | A | Common Stock | 958 | 0.00 | — | 4,929 | — | ↗ |
| 2022-03-25 | Vazquez Raul | Officer | A-Award | A | Stock Option (Right to Buy) | 111,548 | 13.39 | 1.49M | 111,548 | — | ↗ |
| 2022-03-25 | Kirscht Patrick | Officer | A-Award | A | Stock Option (Right to Buy) | 47,807 | 13.39 | 640.1K | 47,807 | — | ↗ |
| 2022-03-25 | Jenkins Matthew Wayne | Officer | A-Award | A | Stock Option (Right to Buy) | 35,058 | 13.39 | 469.4K | 35,058 | — | ↗ |
| 2022-03-25 | COBLENTZ JONATHAN AARON | Officer | G-Gift | A | Common Stock | 70,095 | 0.00 | — | 219,518 | — | ↗ |
| 2022-03-25 | Aristei Joan | Officer | A-Award | A | Common Stock | 42,421 | 0.00 | — | 113,980 | — | ↗ |
| 2022-03-14 | Miramontes Louis | Director | S-Sale | D | Common Stock | 5,357 | 13.76 | 73.7K | 13,517 | — | ↗ |
| 2022-03-11 | Needham David Anthony | Officer | M-Exempt | A | Common Stock | 22,727 | 4.40 | 100.0K | 111,733 | — | ↗ |
| 2022-03-11 | Kirscht Patrick | Officer | M-Exempt | A | Common Stock | 8,617 | 1.87 | 16.1K | 165,290 | — | ↗ |
| 2022-03-10 | Vazquez Raul | Officer | F-InKind | D | Common Stock | 5,102 | 13.26 | 67.7K | 756,812 | — | ↗ |
| 2022-03-10 | Needham David Anthony | Officer | M-Exempt | D | Stock Option (Right to Buy) | 22,727 | 4.40 | 100.0K | 0 | — | ↗ |
| 2022-03-10 | Kirscht Patrick | Officer | F-InKind | D | Common Stock | 3,105 | 13.26 | 41.2K | 158,023 | — | ↗ |
| 2022-03-10 | Jenkins Matthew Wayne | Officer | F-InKind | D | Common Stock | 788 | 13.26 | 10.4K | 97,023 | — | ↗ |
| 2022-03-10 | COBLENTZ JONATHAN AARON | Officer | M-Exempt | D | Restricted Stock Units | 7,895 | 0.00 | — | 15,790 | — | ↗ |
| 2022-03-10 | Aristei Joan | Officer | F-InKind | D | Common Stock | 1,707 | 13.26 | 22.6K | 72,322 | — | ↗ |
| 2022-03-09 | Vazquez Raul | Director / Officer | F-InKind | D | Common Stock | 423,170 | 13.58 | 5.75M | 758,252 | — | ↗ |
| 2022-03-09 | PASCARELLA CARL | Director | M-Exempt | A | Common Stock | 8,522 | 1.32 | 11.2K | 154,314 | — | ↗ |
| 2022-03-08 | COBLENTZ JONATHAN AARON | Officer | M-Exempt | A | Common Stock | 20,000 | 1.32 | 26.4K | 70,092 | — | ↗ |
| 2022-03-03 | Vazquez Raul | Officer | M-Exempt | D | Restricted Stock Units | 17,848 | 0.00 | — | 17,849 | — | ↗ |
| 2022-03-03 | Needham David Anthony | Officer | F-InKind | D | Common Stock | 1,829 | 15.71 | 28.7K | 50,212 | — | ↗ |
| 2022-03-03 | Kirscht Patrick | Officer | M-Exempt | D | Restricted Stock Units | 8,924 | 0.00 | — | 8,925 | — | ↗ |
| 2022-03-03 | Jenkins Matthew Wayne | Officer | F-InKind | D | Common Stock | 1,666 | 15.71 | 26.2K | 92,337 | — | ↗ |
| 2022-03-03 | COBLENTZ JONATHAN AARON | Officer | M-Exempt | A | Common Stock | 5,949 | 0.00 | — | 81,805 | — | ↗ |
| 2022-03-03 | Aristei Joan | Officer | M-Exempt | D | Restricted Stock Units | 4,462 | 0.00 | — | 4,462 | — | ↗ |
| 2021-12-31 | Williams R Neil | Director | A-Award | A | Common Stock | 834 | 0.00 | — | 26,989 | — | ↗ |
| 2021-12-31 | STROHM DAVID N | Director | A-Award | A | Common Stock | 772 | 0.00 | — | 26,585 | — | ↗ |
| 2021-12-31 | PASCARELLA CARL | Director | A-Award | A | Common Stock | 1,081 | 0.00 | — | 145,792 | — | ↗ |
| 2021-12-02 | COBLENTZ JONATHAN AARON | Officer | M-Exempt | D | Stock Option (Right to Buy) | 15,000 | 1.32 | 19.8K | 78,770 | — | ↗ |
| 2021-11-12 | COBLENTZ JONATHAN AARON | Officer | S-Sale | D | Common Stock | 9,197 | 27.50 | 252.9K | 60,856 | D | ↗ |
Executive team
Top executives
EBIT / Employee
19.1K
Shares Outstanding
45.74M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
| Filing date | Form type | Filing |
|---|---|---|
| 2025-07-09 | DEFA14A | ↗ |
| 2025-07-08 | DEFA14A | ↗ |
| 2025-07-07 | DEFA14A | ↗ |
| 2025-07-01 | DEFA14A | ↗ |
| 2025-06-27 | DEFA14A | ↗ |
| 2025-06-26 | DEFA14A | ↗ |
| 2025-06-23 | DEFA14A | ↗ |
| 2025-06-23 | DEFA14A | ↗ |
| 2025-06-20 | DEFA14A | ↗ |
| 2025-06-18 | DEFA14A | ↗ |
| 2025-06-18 | DEFA14A | ↗ |
| 2025-06-12 | DEFA14A | ↗ |
| 2025-06-12 | DEFA14A | ↗ |
| 2025-06-02 | DEFA14A | ↗ |
| 2025-06-02 | DEFA14A | ↗ |
| 2025-06-02 | DEFA14A | ↗ |
| 2025-06-02 | DEFA14A | ↗ |
| 2025-05-08 | DEFA14A | ↗ |
| 2025-04-25 | DEFA14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Raul Vazquez | Advisor | 1M | male |
| Patrick Kirscht | Chief Credit Officer | 873.5K | male |
| Kathleen I. Layton | Chief Legal Officer & Corporate Secretary | 647.5K | female |
| Ezra C. Garrett | Senior Vice President of Public Affairs & Impact | — | male |
| Gaurav Rana | Senior VP & GM of Lending | — | male |
| Deepak Rao | Chief Technology Officer | — | male |
| Joseph A. Schueller | Principal Financial Officer & Principal Accounting Officer | — | male |
| Paul Appleton | Treasurer & Head of Capital Markets | — | male |
| Gonzalo Palacio | Chief Marketing Officer | — | male |
| Dorian Hare | Senior Vice President of Investor Relations | — | male |
| Doug Bland | CEO & Director | — | male |
ESG Rating
ESG Score History FINANCIAL - CREDIT SERVICES
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for OPRT
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.
