Oscar Health, Inc. (OSCR)
New York City, NY, US
Oscar Health, Inc. operates as a health insurance provider across the United States. Its offerings include various health plans such as those for individuals and families, small businesses, and Medicare Advantage options. The company also features "+Oscar," a proprietary technology platform designed to facilitate engagement between healthcare providers, payers, and their members or patients. Additionally, Oscar Health provides reinsurance solutions. Originally established as Mulberry Health Inc., the firm officially changed its name to Oscar Health, Inc. in January 2021. It was founded in 2012 and maintains its main office in New York, New York.
Based on only 2 articles — low confidence
- Oscar Health, Inc. (OSCR) Outpaces Stock Market Gains: What You Should Know Zacks Investment Research
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +7.89% | +13.11% | +53.29% | +76.83% | +70.11% | +65.14% | +40.25% | +230.50% | +15.70% | -31.81% | -31.81% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 0 | 0 |
| Hold | 7 | +1 |
| Sell | 1 | -1 |
| Strong Sell | 1 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
16.00
-49.4%
|
| Last Quarter | 3 |
16.33
-48.3%
|
| Last Year | 8 |
16.00
-49.4%
|
| All Time | 17 |
16.41
-48.1%
|
-
Revenue growth Medical - Healthcare Plans: +11.8%+27.5% ★ Q1'26: +52.6% (vs Q1'25)
-
EPS growth Medical - Healthcare Plans: -1.4%-1,865.9% Q1'26: +125.0% (vs Q1'25)
-
FCF margin FCF growth · Medical - Healthcare Plans: +15.1%+8.7% ★ Q1'26: +56.2% (vs Q1'25)
-
EBIT margin Medical - Healthcare Plans: +3.3%-3.6% Q1'26: +15.2% (vs Q1'25)
-
ROIC Medical - Healthcare Plans: +6.7%— Q1'26: -58.2% (vs Q1'25)
-
Share dilution Medical - Healthcare Plans: +2.1%-1.3% Q1'26: +7.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Plans: 0.93×-1.10× Q1'26: 0.15× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 7 Rev. Ana. 6 EPS Ana. |
Dec 2027 7 Rev. Ana. 6 EPS Ana. |
Dec 2028 6 Rev. Ana. 4 EPS Ana. |
Dec 2029 5 Rev. Ana. 2 EPS Ana. |
Dec 2030 3 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.92B
est: 2.08B (-7.8%)
|
4.13B
est: 4.68B (-11.8%)
|
5.86B
est: 6.53B (-10.3%)
|
9.18B
est: 9.23B (-0.6%)
|
11.70B
est: 11.97B (-2.3%)
|
18.71B
18.54B – 18.88B
+56.2% YoY
|
19.94B
19.14B – 20.74B
+6.6% YoY
|
22.25B
22.19B – 22.30B
+11.6% YoY
|
25.31B
23.49B – 26.30B
+13.8% YoY
|
28.23B
26.20B – 29.33B
+11.5% YoY
|
| EBITDA |
-551.26M
est: -475.36M (-16.0%)
|
-572.17M
est: -506.27M (-13.0%)
|
-212.00M
est: -634.45M (+66.6%)
|
89.31M
est: -896.30M (+110.0%)
|
-391.05M
est: -1.16B (+66.4%)
|
-1.82B
-1.83B – -1.80B
-56.2% YoY
|
-1.94B
-2.01B – -1.86B
-6.6% YoY
|
-2.16B
-2.17B – -2.15B
-11.6% YoY
|
-2.46B
-2.55B – -2.28B
-13.8% YoY
|
-2.74B
-2.85B – -2.54B
-11.5% YoY
|
| EBIT |
-565.86M
est: -586.77M (+3.6%)
|
-587.45M
est: -782.41M (+24.9%)
|
-242.70M
est: -663.87M (+63.4%)
|
57.16M
est: -937.87M (+106.1%)
|
-419.70M
est: -1.22B (+65.5%)
|
-1.90B
-1.92B – -1.88B
-56.2% YoY
|
-2.03B
-2.11B – -1.94B
-6.6% YoY
|
-2.26B
-2.27B – -2.25B
-11.6% YoY
|
-2.57B
-2.67B – -2.39B
-13.8% YoY
|
-2.87B
-2.98B – -2.66B
-11.5% YoY
|
| Net Income |
-572.61M
est: -493.90M (-15.9%)
|
-606.28M
est: -525.51M (-15.4%)
|
-270.73M
est: -61.15M (-342.7%)
|
25.43M
est: 123.34M (-79.4%)
|
-443.15M
est: -333.38M (-32.9%)
|
349.03M
-236.37M – 485.86M
+204.7% YoY
|
506.99M
12.24M – 612.03M
+45.3% YoY
|
467.92M
308.60M – 627.24M
-7.7% YoY
|
582.50M
528.02M – 611.97M
+24.5% YoY
|
739.93M
670.72M – 777.36M
+27.0% YoY
|
| SGA |
265.08M
est: 244.98M (+8.2%)
|
1.42B
est: 267.34M (+430.9%)
|
—
est: 858.84M (-100.0%)
|
—
est: 1.21B (-100.0%)
|
2.05B
est: 1.57B (+30.2%)
|
2.46B
2.44B – 2.48B
+56.2% YoY
|
2.62B
2.52B – 2.73B
+6.6% YoY
|
2.92B
2.92B – 2.93B
+11.6% YoY
|
3.33B
3.09B – 3.46B
+13.8% YoY
|
3.71B
3.44B – 3.86B
+11.5% YoY
|
| EPS |
-3.19
est: -2.98 (-7.1%)
|
-2.85
est: -2.90 (+1.8%)
|
-1.22
est: -0.24 (-412.9%)
|
0.11
est: 0.08 (+36.2%)
|
-1.69
est: -1.27 (-33.0%)
|
0.85
-0.90 – 1.85
+167.0% YoY
|
1.28
0.05 – 2.33
+50.8% YoY
|
1.98
1.18 – 2.39
+54.0% YoY
|
2.22
2.01 – 2.33
+12.3% YoY
|
2.82
2.56 – 2.96
+27.0% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-20 | Jefferies | Underperform | Hold | Upgrade |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-11 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-08 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-07 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-06 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-05 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-04 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-01 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-30 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-29 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-28 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-27 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-24 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-23 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-22 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-21 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-20 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-17 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-16 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-15 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Alphabet Inc. | 24.04M | 13.80% | 24.04M | — | 24.04M | — | CO | Delaware | 2022-02-14 | ↗ |
| 2 | Alphabet Holdings LLC | 23.79M | 13.60% | 23.79M | — | 23.79M | — | OO | Delaware | 2022-02-14 | ↗ |
| 3 | David P. Fialkow | 14.46M | 8.30% | — | 14.46M | — | 14.46M | IN | USA | 2022-02-15 | ↗ |
| 4 | General Catalyst GP VI, LLC | 14.46M | 8.30% | — | 14.46M | — | 14.46M | OO | USA | 2022-02-15 | ↗ |
| 5 | General Catalyst GP X – Growth Venture, LLC | 14.46M | 8.30% | — | 14.46M | — | 14.46M | OO | USA | 2022-02-15 | ↗ |
| 6 | General Catalyst Group Management Holdings GP, LLC | 14.46M | 8.30% | — | 14.46M | — | 14.46M | OO | USA | 2022-02-15 | ↗ |
| 7 | General Catalyst Group Management Holdings, L.P. | 14.46M | 8.30% | — | 14.46M | — | 14.46M | PN | USA | 2022-02-15 | ↗ |
| 8 | General Catalyst Group Management, LLC | 14.46M | 8.30% | — | 14.46M | — | 14.46M | OO | USA | 2022-02-15 | ↗ |
| 9 | General Catalyst Group VI, L.P. | 14.46M | 8.30% | — | 14.46M | — | 14.46M | PN | USA | 2022-02-15 | ↗ |
| 10 | General Catalyst Group X – Growth Venture, L.P. | 14.46M | 8.30% | — | 14.46M | — | 14.46M | PN | USA | 2022-02-15 | ↗ |
| 11 | General Catalyst Partners VI, L.P. | 14.46M | 8.30% | — | 14.46M | — | 14.46M | PN | USA | 2022-02-15 | ↗ |
| 12 | General Catalyst Partners X – Growth Venture, L.P. | 14.46M | 8.30% | — | 14.46M | — | 14.46M | PN | USA | 2022-02-15 | ↗ |
| 13 | Hemant Taneja | 14.46M | 8.30% | — | 14.46M | — | 14.46M | IN | USA | 2022-02-15 | ↗ |
| 14 | Joel E. Cutler | 14.46M | 8.30% | — | 14.46M | — | 14.46M | IN | USA | 2022-02-15 | ↗ |
| 15 | Kenneth Chenault | 14.46M | 8.30% | — | 14.46M | — | 14.46M | IN | USA | 2022-02-15 | ↗ |
| 16 | Dragoneer Investment Group, LLC | 12.73M | 6.70% | — | 12.73M | — | 12.73M | IA, OO | United States | 2024-02-14 | ↗ |
| 17 | Marc Stad | 12.73M | 6.70% | — | 12.73M | — | 12.73M | HC, IN | United States | 2024-02-14 | ↗ |
| 18 | Baillie Gifford & Co (Scottish partnership) | 12.46M | 11.00% | — | — | — | — | IA | SCOTLAND UK | 2022-11-07 | ↗ |
| 19 | (1) BlackRock, Inc. | 12.26M | 6.80% | 11.51M | — | 12.26M | — | HC | Delaware | 2023-02-03 | ↗ |
| 20 | VK Services, LLC | 11.70M | 6.70% | — | 11.70M | — | 11.70M | OO | — | 2022-02-14 | ↗ |
| 21 | Vinod Khosla | 11.70M | 6.70% | — | 11.70M | — | 11.70M | IN | — | 2022-02-14 | ↗ |
| 22 | 85-4328500 | 11.66M | 5.60% | 11.64M | — | 11.66M | — | IA | Maryland | 2024-11-14 | ↗ |
| 23 | Deerfield Management Company, L.P. | 10.54M | 5.52% | — | 10.54M | — | — | PN | Delaware | 2023-12-01 | ↗ |
| 24 | Deerfield Mgmt, L.P. | 10.54M | 5.52% | — | 10.54M | — | — | PN | Delaware | 2023-12-01 | ↗ |
| 25 | Deerfield Partners, L.P. | 10.54M | 5.52% | — | 10.54M | — | — | PN | Delaware | 2023-12-01 | ↗ |
| 26 | James E. Flynn | 10.54M | 5.52% | — | 10.54M | — | — | IN | United States | 2023-12-01 | ↗ |
| 27 | Khosla Ventures Associates IV, LLC | 9.71M | 5.60% | — | 9.71M | — | 9.71M | OO | — | 2022-02-14 | ↗ |
| 28 | The Vanguard Group - 23-1945930 | 9.30M | 5.33% | — | 17.3K | — | 49.5K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 29 | Khosla Ventures IV, LP | 9.13M | 5.20% | — | 9.13M | — | 9.13M | PN | — | 2022-02-14 | ↗ |
| 30 | CapitalG 2015 GP LLC | 1.71M | 1.00% | 1.71M | — | 1.71M | — | OO | Delaware | 2022-02-14 | ↗ |
| 31 | CapitalG 2015 LP | 1.71M | 1.00% | 1.71M | — | 1.71M | — | PN | Delaware | 2022-02-14 | ↗ |
| 32 | Khosla Ventures Associates VI, LLC | 1.48M | 0.80% | — | 1.48M | — | 1.48M | OO | — | 2022-02-14 | ↗ |
| 33 | Khosla Ventures VI, LP | 1.48M | 0.80% | — | 1.48M | — | 1.48M | PN | — | 2022-02-14 | ↗ |
| 34 | Khosla Ventures IV (CF), LP | 583.6K | 0.30% | — | 583.6K | — | 583.6K | PN | — | 2022-02-14 | ↗ |
| 35 | Khosla Ventures Opportunity Associates I, LLC | 515.8K | 0.30% | — | 515.8K | — | 515.8K | OO | — | 2022-02-14 | ↗ |
| 36 | Khosla Ventures Opportunity I, LP | 515.8K | 0.30% | — | 515.8K | — | 515.8K | PN | — | 2022-02-14 | ↗ |
| 37 | GV 2014 GP, L.L.C. | 482.0K | 0.30% | 482.0K | — | 482.0K | — | OO | Delaware | 2022-02-14 | ↗ |
| 38 | GV 2014, L.P. | 482.0K | 0.30% | 482.0K | — | 482.0K | — | PN | Delaware | 2022-02-14 | ↗ |
| 39 | CapitalG GP LLC | 255.1K | 0.10% | 255.1K | — | 255.1K | — | OO | Delaware | 2022-02-14 | ↗ |
| 40 | CapitalG LP | 255.1K | 0.10% | 255.1K | — | 255.1K | — | PN | Delaware | 2022-02-14 | ↗ |
| 41 | Verily Life Sciences LLC | 255.1K | 0.10% | 255.1K | — | 255.1K | — | OO | Delaware | 2022-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 20.70M +540.9K (+2.7%) | 297.48M -84.2M (-22.1%) | 7.89% -0.066 pp | 0.00% -0.001 pp | USD12.80 +12.3% | 20 qtrs — |
| 2 | BLACKROCK, INC. | 17.26M +1.1M (+6.6%) | 247.97M -58.4M (-19.1%) | 6.58% +0.189 pp | 0.00% -0.001 pp | USD20.24 -29.0% | 6 qtrs — |
| 3 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 9.22M +910.3K (+11.0%) | 132.46M -24.8M (-15.8%) | 3.51% +0.235 pp | 0.08% -0.013 pp | USD15.40 -6.7% | 8 qtrs — |
| 4 | MORGAN STANLEY | 6.81M +2.0M (+42.8%) | 97.92M +7.6M (+8.4%) | 2.60% +0.715 pp | 0.01% +0.000 pp | USD17.20 -16.5% | 20 qtrs — |
| 5 | THRIVE CAPITAL MANAGEMENT, LLC | 6.34M +— (+0.0%) | 91.16M -28.9M (-24.1%) | 2.45% -0.057 pp | 25.89% +0.883 pp | USD23.51 -38.9% | 20 qtrs — |
| 6 | AMERICAN CENTURY COMPANIES INC | 6.30M +999.8K (+18.9%) | 90.50M -9.8M (-9.8%) | 2.40% +0.310 pp | 0.05% -0.006 pp | USD17.27 -16.8% | 14 qtrs — |
| 7 | BIT CAPITAL GMBH | 6.19M +5.2M (+545.0%) | 88.90M +70.7M (+389.6%) | 2.36% +1.979 pp | 3.27% +2.649 pp | USD14.23 +1.0% | 8 qtrs — |
| 8 | D. E. SHAW & CO., INC. | 6.09M +4.5M (+283.6%) | 87.48M +57.4M (+191.2%) | 2.32% +1.694 pp | 0.05% +0.031 pp | USD15.59 -7.8% | 16 qtrs — |
| 9 | STATE STREET CORP | 5.19M +54.7K (+1.1%) | 74.53M -22.6M (-23.3%) | 1.98% -0.048 pp | 0.00% -0.001 pp | USD9.70 +48.1% | 19 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 4.80M +116.4K (+2.5%) | 68.96M -19.7M (-22.2%) | 1.83% -0.019 pp | 0.00% -0.001 pp | USD10.52 +36.6% | 19 qtrs — |
| 11 | TWO SIGMA INVESTMENTS, LP | 4.20M +3.9M (+1,415.2%) | 60.39M +55.1M (+1,050.2%) | 1.60% +1.492 pp | 0.09% +0.077 pp | USD14.33 +0.3% | 17 qtrs — |
| 12 | DIMENSIONAL FUND ADVISORS LP | 3.43M -285.8K (-7.7%) | 49.33M -21.1M (-29.9%) | 1.31% -0.159 pp | 0.01% -0.005 pp | USD10.06 +42.8% | 15 qtrs — |
| 13 | POINT72 ASSET MANAGEMENT, L.P. | 2.86M +2.4M (+569.4%) | 41.10M +33.0M (+408.1%) | 1.09% +0.922 pp | 0.05% +0.032 pp | USD15.05 -4.5% | 2 qtrs — |
| 14 | CITADEL ADVISORS LLC | 2.82M -599.7K (-17.5%) | 40.49M -24.2M (-37.4%) | 1.07% -0.275 pp | 0.01% -0.004 pp | USD19.88 -27.7% | 20 qtrs — |
| 15 | PRICE T ROWE ASSOCIATES INC /MD/ | 2.76M -238.9K (-8.0%) | 39.67M -17.1M (-30.1%) | 1.05% -0.132 pp | 0.00% -0.002 pp | USD17.65 -18.6% | 20 qtrs — |
| 16 | GLYNN CAPITAL MANAGEMENT LLC | 2.74M -115.4K (-4.0%) | 39.38M -14.7M (-27.2%) | 1.06% -0.070 pp | 13.53% -3.537 pp | USD15.83 -9.2% | 18 qtrs — |
| 17 | TWO SIGMA ADVISERS, LP | 2.47M +2.5M (+100.0%) | 35.53M +35.5M (+100.0%) | 0.94% +0.942 pp | 0.07% +0.069 pp | USD14.37 +0.0% | 20 qtrs — |
| 18 | FMR LLC | 1.93M +1.9M (+5,025.0%) | 27.72M +27.0M (+3,790.5%) | 0.74% +0.720 pp | 0.00% +0.001 pp | USD14.39 -0.1% | 20 qtrs — |
| 19 | NORTHERN TRUST CORP | 1.81M -28.2K (-1.5%) | 25.97M -8.8M (-25.3%) | 0.69% -0.036 pp | 0.00% -0.001 pp | USD10.27 +39.9% | 19 qtrs — |
| 20 | JANE STREET GROUP, LLC | 1.79M +361.8K (+25.3%) | 25.72M -1.3M (-4.9%) | 0.69% +0.127 pp | 0.00% 0.000 pp | USD18.90 -24.0% | 6 qtrs — |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.76M +38.0K (+2.2%) | 25.25M -7.3M (-22.4%) | 0.67% -0.009 pp | 0.00% -0.001 pp | USD11.42 +25.8% | 19 qtrs — |
| 22 | WALLEYE TRADING LLC | 1.66M -445.3K (-21.1%) | 23.91M -16.0M (-40.1%) | 0.63% -0.198 pp | 0.03% -0.027 pp | USD18.22 -21.1% | 8 qtrs — |
| 23 | TUDOR INVESTMENT CORP ET AL | 1.61M -56.1K (-3.4%) | 23.18M -8.4M (-26.6%) | 0.61% -0.044 pp | 0.04% -0.012 pp | USD19.83 -27.5% | 20 qtrs — |
| 24 | MILLENNIUM MANAGEMENT LLC | 1.59M +963.0K (+153.8%) | 22.83M +11.0M (+92.7%) | 0.61% +0.359 pp | 0.01% +0.005 pp | USD12.47 +15.2% | 20 qtrs — |
| 25 | STATE OF MICHIGAN RETIREMENT SYSTEM | 1.45M +— (+0.0%) | 20.84M -6.6M (-24.1%) | 0.56% -0.013 pp | 0.10% -0.031 pp | USD18.93 -24.1% | 2 qtrs — |
| 26 | BLACKBARN CAPITAL PARTNERS LP | 1.30M +50.0K (+4.0%) | 18.68M -5.0M (-21.1%) | 0.50% +0.002 pp | 1.23% -0.465 pp | USD18.75 -23.4% | 2 qtrs — |
| 27 | UBS GROUP AG | 1.23M -1.3M (-50.8%) | 17.73M -29.8M (-62.7%) | 0.47% -0.520 pp | 0.00% -0.005 pp | USD15.42 -6.8% | 19 qtrs — |
| 28 | NUVEEN, LLC | 1.19M +339.0K (+40.1%) | 17.03M +1.0M (+6.3%) | 0.45% +0.118 pp | 0.00% +0.000 pp | USD13.47 +6.7% | 4 qtrs — |
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.15M -801.5K (-41.1%) | 16.48M -20.4M (-55.3%) | 0.44% -0.332 pp | 0.00% -0.002 pp | USD18.56 -22.6% | 20 qtrs — |
| 30 | GILDER GAGNON HOWE & CO LLC | 1.11M -312.8K (-22.0%) | 15.93M -11.0M (-40.8%) | 0.42% -0.138 pp | 0.17% -0.106 pp | USD11.49 +25.1% | 17 qtrs — |
| 31 | CAPTION MANAGEMENT, LLC | 1.08M -280.3K (-20.6%) | 15.51M -10.2M (-39.7%) | 0.41% -0.125 pp | 0.11% -0.094 pp | USD16.60 -13.4% | 9 qtrs — |
| 32 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.06M +756.8K (+249.3%) | 15.24M +9.5M (+165.1%) | 0.40% +0.284 pp | 0.06% +0.036 pp | USD15.04 -4.5% | 15 qtrs — |
| 33 | MARSHALL WACE, LLP | 1.04M -102.7K (-9.0%) | 14.88M -6.7M (-30.9%) | 0.39% -0.055 pp | 0.01% -0.008 pp | USD18.99 -24.3% | 9 qtrs — |
| 34 | WOLVERINE ASSET MANAGEMENT LLC | 1.01M +1.0M (+100.0%) | 14.52M +14.5M (+100.0%) | 0.39% +0.385 pp | 0.11% +0.114 pp | USD14.37 +0.0% | 1 qtrs NEW |
| 35 | BANK OF AMERICA CORP /DE/ | 937.6K -257.0K (-21.5%) | 13.47M -9.1M (-40.4%) | 0.36% -0.114 pp | 0.00% -0.001 pp | USD15.96 -10.0% | 20 qtrs — |
| 36 | SG AMERICAS SECURITIES, LLC | 921.3K +827.9K (+886.8%) | 13.24M +11.5M (+649.2%) | 0.36% +0.319 pp | 0.02% +0.011 pp | USD14.88 -3.4% | 3 qtrs — |
| 37 | GOLDMAN SACHS GROUP INC | 865.0K -447.3K (-34.1%) | 12.43M -12.4M (-50.0%) | 0.33% -0.184 pp | 0.00% -0.002 pp | USD18.93 -24.1% | 2 qtrs — |
| 38 | RPG INVESTMENT ADVISORY, LLC | 794.0K +24.0K (+3.1%) | 11.41M -3.2M (-21.7%) | 0.31% +0.002 pp | 1.29% -0.427 pp | USD18.79 -23.5% | 2 qtrs — |
| 39 | JPMORGAN CHASE & CO | 761.9K -1.7M (-69.2%) | 10.95M -35.9M (-76.6%) | 0.29% -0.683 pp | 0.00% -0.002 pp | USD13.80 +4.1% | 19 qtrs — |
| 40 | BNP PARIBAS ARBITRAGE, SNC | 728.9K +663.7K (+1,016.9%) | 10.47M +9.2M (+747.9%) | 0.28% +0.252 pp | 0.00% +0.004 pp | USD14.67 -2.0% | 5 qtrs — |
| 41 | GROUP ONE TRADING, L.P. | 673.7K +16.6K (+2.5%) | 9.68M -2.8M (-22.2%) | 0.26% -0.003 pp | 0.02% -0.005 pp | USD18.62 -22.8% | 5 qtrs — |
| 42 | BARCLAYS PLC | 666.7K +340.9K (+104.6%) | 9.58M +2.7M (+38.6%) | 0.25% +0.126 pp | 0.00% +0.001 pp | USD16.07 -10.6% | 16 qtrs — |
| 43 | DRAGONEER INVESTMENT GROUP, LLC | 657.4K -688.7K (-51.2%) | 9.45M -16.0M (-62.9%) | 0.25% -0.281 pp | 0.21% -0.357 pp | USD9.68 +48.5% | 20 qtrs — |
| 44 | FIDUCIARY ALLIANCE LLC | 650.8K +47.9K (+7.9%) | 9.35M -2.1M (-18.1%) | 0.25% +0.013 pp | 0.61% -0.153 pp | USD20.19 -28.8% | 4 qtrs — |
| 45 | ASSENAGON ASSET MANAGEMENT S.A. | 640.8K +640.8K (+100.0%) | 9.21M +9.2M (+100.0%) | 0.25% +0.247 pp | 0.01% +0.013 pp | USD14.37 +0.0% | 13 qtrs — |
| 46 | CAPITAL FUND MANAGEMENT S.A. | 640.5K +468.2K (+271.7%) | 9.20M +5.9M (+182.2%) | 0.24% +0.176 pp | 0.03% +0.017 pp | USD15.82 -9.2% | 7 qtrs — |
| 47 | SIMPLEX TRADING, LLC | 639.2K +218.4K (+51.9%) | 9.19M +1.2M (+15.3%) | 0.24% +0.078 pp | 0.01% +0.001 pp | USD18.20 -21.0% | 3 qtrs — |
| 48 | WELLS FARGO & COMPANY/MN | 624.5K +450.9K (+259.6%) | 8.97M +5.7M (+173.0%) | 0.24% +0.170 pp | 0.00% +0.001 pp | USD14.83 -3.1% | 20 qtrs — |
| 49 | BANK OF NEW YORK MELLON CORP | 549.3K -45.2K (-7.6%) | 7.89M -3.4M (-29.9%) | 0.21% -0.025 pp | 0.00% -0.001 pp | USD13.10 +9.7% | 19 qtrs — |
| 50 | FREESTONE GROVE PARTNERS LP | 508.9K +508.9K (+100.0%) | 7.31M +7.3M (+100.0%) | 0.19% +0.194 pp | 0.05% +0.053 pp | USD14.37 +0.0% | 1 qtrs NEW |
| 51 | SESSA CAPITAL IM, L.P. | 500.0K +— (+0.0%) | 7.19M -2.3M (-24.1%) | 0.19% -0.007 pp | 0.13% -0.090 pp | USD21.44 -33.0% | 3 qtrs — |
| 52 | PFM HEALTH SCIENCES, LP | 499.8K -320.8K (-39.1%) | 7.18M -8.4M (-53.8%) | 0.19% -0.133 pp | 0.72% -0.478 pp | USD12.81 +12.2% | 11 qtrs — |
| 53 | SQUAREPOINT OPS LLC | 483.0K +483.0K (+100.0%) | 6.94M +6.9M (+100.0%) | 0.18% +0.184 pp | 0.01% +0.007 pp | USD14.37 +0.0% | 13 qtrs — |
| 54 | ALPHABET INC. | 482.0K +— (+0.0%) | 6.93M -2.2M (-24.1%) | 0.18% -0.007 pp | 0.27% -0.110 pp | USD26.88 -46.5% | 20 qtrs — |
| 55 | CREDIT AGRICOLE S A | 468.0K +302.0K (+181.9%) | 6.72M +3.6M (+114.0%) | 0.18% +0.113 pp | 0.02% +0.007 pp | USD15.99 -10.1% | 2 qtrs — |
| 56 | RBF CAPITAL, LLC | 449.6K +— (+0.0%) | 6.46M -2.1M (-24.1%) | 0.17% -0.004 pp | 0.29% -0.093 pp | USD2.46 +484.1% | 13 qtrs — |
| 57 | NEO IVY CAPITAL MANAGEMENT | 431.2K +264.8K (+159.2%) | 6.20M +3.0M (+96.7%) | 0.16% +0.099 pp | 0.98% +0.211 pp | USD16.65 -13.7% | 6 qtrs — |
| 58 | RAYMOND JAMES FINANCIAL INC | 401.7K -226.7K (-36.1%) | 5.77M -6.1M (-51.5%) | 0.15% -0.095 pp | 0.00% -0.002 pp | USD14.95 -3.9% | 5 qtrs — |
| 59 | UBS ASSET MANAGEMENT AMERICAS INC | 401.1K +33.7K (+9.2%) | 5.76M -1.2M (-17.1%) | 0.15% +0.008 pp | 0.00% 0.000 pp | USD15.38 -6.6% | 17 qtrs — |
| 60 | SWISS NATIONAL BANK | 395.8K +13.4K (+3.5%) | 5.69M -1.6M (-21.4%) | 0.15% 0.000 pp | 0.00% -0.001 pp | USD11.54 +24.5% | 17 qtrs — |
| 61 | HALTER FERGUSON FINANCIAL INC. | 389.4K +4.1K (+1.1%) | 5.60M -1.7M (-23.3%) | 0.15% -0.002 pp | 1.23% -0.438 pp | USD20.25 -29.0% | 3 qtrs — |
| 62 | QUANTBOT TECHNOLOGIES LP | 380.2K +319.8K (+529.5%) | 5.46M +4.3M (+377.8%) | 0.15% +0.123 pp | 0.18% +0.151 pp | USD15.09 -4.8% | 11 qtrs — |
| 63 | HRT FINANCIAL LP | 378.0K -1.1M (-75.1%) | 5.43M -23.3M (-81.1%) | 0.14% -0.455 pp | 0.02% -0.089 pp | USD19.64 -26.8% | 4 qtrs — |
| 64 | WELLINGTON MANAGEMENT GROUP LLP | 374.0K +14.6K (+4.1%) | 5.37M -1.4M (-21.0%) | 0.14% +0.001 pp | 0.00% 0.000 pp | USD18.75 -23.4% | 2 qtrs — |
| 65 | IMC-CHICAGO, LLC | 371.6K +60.7K (+19.5%) | 5.34M -545.7K (-9.3%) | 0.14% +0.019 pp | 0.00% 0.000 pp | USD17.23 -16.6% | 8 qtrs — |
| 66 | ENGINEERS GATE MANAGER LP | 346.9K -46.0K (-11.7%) | 4.99M -2.5M (-33.0%) | 0.13% -0.023 pp | 0.06% -0.026 pp | USD17.71 -18.9% | 16 qtrs — |
| 67 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 343.6K +201.2K (+141.3%) | 4.94M +2.2M (+83.2%) | 0.13% +0.075 pp | 0.04% +0.011 pp | USD16.10 -10.7% | 5 qtrs — |
| 68 | AMERIPRISE FINANCIAL INC | 342.3K +280.6K (+455.2%) | 4.92M +3.8M (+333.1%) | 0.13% +0.106 pp | 0.00% +0.001 pp | USD14.19 +1.3% | 14 qtrs — |
| 69 | TORONTO DOMINION BANK | 341.2K +341.2K (+100.0%) | 4.90M +4.9M (+100.0%) | 0.13% +0.130 pp | 0.01% +0.007 pp | USD14.37 +0.0% | 1 qtrs NEW |
| 70 | BALYASNY ASSET MANAGEMENT L.P. | 340.4K -247.2K (-42.1%) | 4.89M -6.2M (-56.0%) | 0.13% -0.102 pp | 0.01% -0.008 pp | USD18.93 -24.1% | 2 qtrs — |
| 71 | BCS PRIVATE WEALTH MANAGEMENT, INC. | 337.4K -20.3K (-5.7%) | 4.85M -1.9M (-28.4%) | 0.13% -0.011 pp | 1.66% -0.767 pp | USD21.44 -33.0% | 3 qtrs — |
| 72 | SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 306.7K +239.1K (+353.6%) | 4.41M +3.1M (+244.2%) | 0.12% +0.090 pp | 0.02% +0.013 pp | USD14.77 -2.7% | 4 qtrs — |
| 73 | FIRST TRUST ADVISORS LP | 304.5K -7.1K (-2.3%) | 4.38M -1.5M (-25.8%) | 0.12% -0.007 pp | 0.00% -0.001 pp | USD14.19 +1.3% | 9 qtrs — |
| 74 | INVESCO LTD. | 303.4K +38.2K (+14.4%) | 4.36M -661.2K (-13.2%) | 0.12% +0.011 pp | 0.00% 0.000 pp | USD14.45 -0.6% | 16 qtrs — |
| 75 | TREXQUANT INVESTMENT LP | 296.0K +251.3K (+562.5%) | 4.25M +3.4M (+402.9%) | 0.11% +0.095 pp | 0.04% +0.029 pp | USD14.32 +0.3% | 11 qtrs — |
| 76 | BANK OF MONTREAL /CAN/ | 269.1K +27.5K (+11.4%) | 3.87M -705.9K (-15.4%) | 0.10% +0.007 pp | 0.00% 0.000 pp | USD18.46 -22.2% | 2 qtrs — |
| 77 | FARALLON CAPITAL MANAGEMENT LLC | 264.0K -3.4M (-92.7%) | 3.79M -65.1M (-94.5%) | 0.10% -1.335 pp | 0.02% -0.264 pp | USD19.93 -27.9% | 8 qtrs — |
| 78 | PEAK6 LLC | 263.3K +263.3K (+100.0%) | 3.78M +3.8M (+100.0%) | 0.10% +0.102 pp | 0.01% +0.007 pp | USD14.37 +0.0% | 5 qtrs — |
| 79 | CLEAR STREET GROUP INC. | 260.3K +153.4K (+143.5%) | 3.74M +1.7M (+84.9%) | 0.10% +0.057 pp | 0.01% +0.007 pp | USD16.24 -11.5% | 2 qtrs — |
| 80 | RHENMAN & PARTNERS ASSET MANAGEMENT AB | 260.0K +260.0K (+100.0%) | 3.74M +3.7M (+100.0%) | 0.10% +0.099 pp | 0.35% +0.349 pp | USD14.37 +0.0% | 10 qtrs — |
| 81 | VERITION FUND MANAGEMENT LLC | 258.0K -108.8K (-29.7%) | 3.71M -3.2M (-46.6%) | 0.10% -0.046 pp | 0.01% -0.014 pp | USD21.42 -32.9% | 11 qtrs — |
| 82 | CANTOR FITZGERALD, L. P. | 246.8K +121.7K (+97.2%) | 3.55M +1.2M (+49.7%) | 0.09% +0.045 pp | 0.05% +0.031 pp | USD17.43 -17.6% | 4 qtrs — |
| 83 | RENAISSANCE TECHNOLOGIES LLC | 246.1K +246.1K (+100.0%) | 3.54M +3.5M (+100.0%) | 0.09% +0.094 pp | 0.01% +0.006 pp | USD14.37 +0.0% | 19 qtrs — |
| 84 | FRED ALGER MANAGEMENT, LLC | 245.7K -966.7K (-79.7%) | 3.53M -19.4M (-84.6%) | 0.09% -0.385 pp | 0.01% -0.076 pp | USD17.09 -15.9% | 11 qtrs — |
| 85 | GENERAL EQUITY HOLDINGS LP | 245.0K -15.0K (-5.8%) | 3.52M -1.4M (-28.5%) | 0.09% -0.009 pp | 2.20% -0.795 pp | USD20.06 -28.4% | 6 qtrs — |
| 86 | ADVISOR GROUP HOLDINGS, INC. | 244.0K -199.0 (-0.1%) | 3.51M -1.1M (-24.3%) | 0.09% -0.003 pp | 0.01% -0.001 pp | USD19.31 -25.6% | 20 qtrs — |
| 87 | MAREX GROUP PLC | 242.5K +216.7K (+841.7%) | 3.48M +3.0M (+614.9%) | 0.09% +0.082 pp | 0.02% +0.019 pp | USD14.98 -4.1% | 3 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | Sankaran Sid | Director | A-Award | A | Deferred Stock Unit | 1,203 | 0.00 | — | 1,203 | D | ↗ |
| 2026-04-09 | Plouffe David | Director | A-Award | A | Deferred Stock Unit | 1,461 | 0.00 | — | 6,854 | D | ↗ |
| 2026-04-09 | Gassen William | Director | A-Award | A | Deferred Stock Unit | 1,418 | 0.00 | — | 6,387 | D | ↗ |
| 2026-04-09 | BOYD JEFFERY H | Director | A-Award | A | Deferred Stock Unit | 3,610 | 0.00 | — | 69,858 | D | ↗ |
| 2026-04-06 | Bertolini Mark T | Director / Officer | P-Purchase | A | Class A Common Stock | 1,000,000 | 11.92 | 11.92M | 10,196,876 | D | ↗ |
| 2026-04-03 | Bertolini Mark T | Director / Officer | M-Exempt | A | Class A Common Stock | 5,733,334 | 0.00 | — | 10,196,877 | D | ↗ |
| 2026-03-12 | Blackley Richard Scott | Officer | G-Gift | D | Class A Common Stock | 75,000 | 0.00 | — | 1,391,660 | D | ↗ |
| 2026-03-02 | Schlosser Mario | Director / Officer | S-Sale | D | Class A Common Stock | 24,335 | 13.39 | 325.8K | 514,986 | D | ↗ |
| 2026-03-02 | McAnaney Adam | Officer | S-Sale | D | Class A Common Stock | 18,710 | 13.39 | 250.5K | 227,955 | D | ↗ |
| 2026-03-02 | Liang Janet | Officer | S-Sale | D | Class A Common Stock | 7,453 | 13.39 | 99.8K | 271,532 | D | ↗ |
| 2026-03-02 | Blackley Richard Scott | Officer | S-Sale | D | Class A Common Stock | 19,221 | 13.39 | 257.4K | 1,466,660 | D | ↗ |
| 2026-03-02 | Bertolini Mark T | Director / Officer | A-Award | A | Class A Common Stock | 1,596,877 | 0.00 | — | 4,463,543 | D | ↗ |
| 2026-03-02 | Baltrus Victoria | Officer | A-Award | A | Class A Common Stock | 17,300 | 0.00 | — | 220,750 | D | ↗ |
| 2026-01-08 | Schlosser Mario | Director / Officer | C-Conversion | D | Class B Common Stock | 23,038 | 0.00 | — | 1,432,293 | D | ↗ |
| 2026-01-08 | Plouffe David | Director | A-Award | A | Deferred Stock Unit | 1,257 | 0.00 | — | 5,393 | D | ↗ |
| 2026-01-08 | Gassen William | Director | A-Award | A | Deferred Stock Unit | 1,220 | 0.00 | — | 4,969 | D | ↗ |
| 2026-01-08 | BOYD JEFFERY H | Director | A-Award | A | Deferred Stock Unit | 3,106 | 0.00 | — | 66,248 | D | ↗ |
| 2026-01-06 | Schlosser Mario | Director / Officer | C-Conversion | D | Class B Common Stock | 76,962 | 0.00 | — | 1,455,331 | D | ↗ |
| 2026-01-05 | Schlosser Mario | Director / Officer | S-Sale | D | Class A Common Stock | 96,928 | 15.64 | 1.52M | 350,180 | D | ↗ |
| 2026-01-02 | Schlosser Mario | Director / Officer | S-Sale | D | Class A Common Stock | 137,933 | 15.02 | 2.07M | 360,215 | D | ↗ |
| 2025-12-24 | Schlosser Mario | Director / Officer | S-Sale | D | Class A Common Stock | 38,835 | 15.00 | 582.5K | 438,348 | D | ↗ |
| 2025-12-02 | Schlosser Mario | Director / Officer | S-Sale | D | Class A Common Stock | 23,965 | 16.59 | 397.6K | 477,183 | D | ↗ |
| 2025-12-02 | McAnaney Adam | Officer | S-Sale | D | Class A Common Stock | 1,852 | 16.59 | 30.7K | 179,241 | D | ↗ |
| 2025-12-02 | Liang Janet | Officer | S-Sale | D | Class A Common Stock | 7,338 | 16.59 | 121.7K | 172,527 | D | ↗ |
| 2025-12-02 | Blackley Richard Scott | Officer | S-Sale | D | Class A Common Stock | 25,135 | 16.59 | 417.0K | 1,351,034 | D | ↗ |
| 2025-12-02 | Baltrus Victoria | Officer | S-Sale | D | Class A Common Stock | 4,149 | 16.59 | 68.8K | 203,450 | D | ↗ |
| 2025-11-12 | Schlosser Mario | Director / Officer | C-Conversion | D | Class B Common Stock | 105,300 | 0.00 | — | 1,678,986 | D | ↗ |
| 2025-11-11 | Schlosser Mario | Director / Officer | C-Conversion | D | Class B Common Stock | 286,182 | 0.00 | — | 1,642,956 | D | ↗ |
| 2025-10-09 | Plouffe David | Director | A-Award | A | Deferred Stock Unit | 1,034 | 0.00 | — | 4,136 | D | ↗ |
| 2025-10-09 | Gassen William | Director | A-Award | A | Deferred Stock Unit | 1,004 | 0.00 | — | 3,749 | D | ↗ |
| 2025-10-09 | BOYD JEFFERY H | Director | A-Award | A | Deferred Stock Unit | 2,555 | 0.00 | — | 63,142 | D | ↗ |
| 2025-09-22 | Schlosser Mario | Director / Officer | S-Sale | D | Class A Common Stock | 395,000 | 18.43 | 7.28M | 501,148 | D | ↗ |
| 2025-09-02 | Schlosser Mario | Director / Officer | F-InKind | D | Class A Common Stock | 23,879 | 16.66 | 397.8K | 501,148 | D | ↗ |
| 2025-09-02 | McAnaney Adam | Officer | F-InKind | D | Class A Common Stock | 1,845 | 16.66 | 30.7K | 181,093 | D | ↗ |
| 2025-09-02 | Liang Janet | Officer | F-InKind | D | Class A Common Stock | 7,303 | 16.66 | 121.7K | 179,865 | D | ↗ |
| 2025-09-02 | Blackley Richard Scott | Officer | F-InKind | D | Class A Common Stock | 28,166 | 16.66 | 469.2K | 1,376,169 | D | ↗ |
| 2025-09-02 | Baltrus Victoria | Officer | F-InKind | D | Class A Common Stock | 6,266 | 16.66 | 104.4K | 207,599 | D | ↗ |
| 2025-07-10 | Plouffe David | Director | A-Award | A | Deferred Stock Unit | 1,368 | 0.00 | — | 3,102 | D | ↗ |
| 2025-07-10 | Gassen William | Director | A-Award | A | Deferred Stock Unit | 1,215 | 0.00 | — | 2,745 | D | ↗ |
| 2025-07-10 | BOYD JEFFERY H | Director | A-Award | A | Deferred Stock Unit | 3,380 | 0.00 | — | 60,587 | D | ↗ |
| 2025-06-04 | WITTMAN VANESSA AMES | Director | A-Award | A | Class A Common Stock | 14,134 | 0.00 | — | 128,646 | D | ↗ |
| 2025-06-04 | Sankaran Sid | Director | A-Award | A | Class A Common Stock | 14,134 | 0.00 | — | 14,134 | D | ↗ |
| 2025-06-04 | Plouffe David | Director | A-Award | A | Class A Common Stock | 14,134 | 0.00 | — | 128,646 | D | ↗ |
| 2025-06-04 | Lang Laura W | Director | A-Award | A | Class A Common Stock | 14,134 | 0.00 | — | 74,365 | D | ↗ |
| 2025-06-04 | Gassen William | Director | A-Award | A | Class A Common Stock | 14,134 | 0.00 | — | 74,365 | D | ↗ |
| 2025-06-04 | BOYD JEFFERY H | Director | A-Award | A | Class A Common Stock | 14,134 | 0.00 | — | 705,673 | D | ↗ |
| 2025-06-02 | Schlosser Mario | Director / Officer | F-InKind | D | Class A Common Stock | 23,879 | 13.80 | 329.5K | 525,027 | D | ↗ |
| 2025-06-02 | McAnaney Adam | Officer | F-InKind | D | Class A Common Stock | 1,847 | 13.80 | 25.5K | 182,938 | D | ↗ |
| 2025-06-02 | Liang Janet | Officer | F-InKind | D | Class A Common Stock | 7,196 | 13.80 | 99.3K | 187,168 | D | ↗ |
| 2025-06-02 | Blackley Richard Scott | Officer | F-InKind | D | Class A Common Stock | 28,185 | 13.80 | 389.0K | 1,404,335 | D | ↗ |
| 2025-06-02 | Baltrus Victoria | Officer | F-InKind | D | Class A Common Stock | 6,265 | 13.80 | 86.5K | 213,865 | D | ↗ |
| 2025-05-12 | Robinson Elbert O. Jr. | Director | S-Sale | D | Class A Common Stock | 25,000 | 16.43 | 410.8K | 64,512 | D | ↗ |
| 2025-04-10 | Plouffe David | Director | A-Award | A | Deferred Stock Unit | 1,734 | 0.00 | — | 1,734 | D | ↗ |
| 2025-04-10 | Gassen William | Director | A-Award | A | Deferred Stock Unit | 1,530 | 0.00 | — | 1,530 | D | ↗ |
| 2025-04-10 | BOYD JEFFERY H | Director | A-Award | A | Deferred Stock Unit | 4,285 | 0.00 | — | 57,207 | D | ↗ |
| 2025-04-03 | Bertolini Mark T | Director / Officer | M-Exempt | A | Class A Common Stock | 955,556 | 0.00 | — | 2,866,666 | D | ↗ |
| 2025-03-05 | Schlosser Mario | Director / Officer | A-Award | A | Class A Common Stock | 172,269 | 0.00 | — | 375,966 | D | ↗ |
| 2025-03-05 | McAnaney Adam | Officer | A-Award | A | Class A Common Stock | 61,409 | 0.00 | — | 184,785 | D | ↗ |
| 2025-03-05 | Liang Janet | Officer | A-Award | A | Class A Common Stock | 96,962 | 0.00 | — | 194,364 | D | ↗ |
| 2025-03-05 | Blackley Richard Scott | Officer | A-Award | A | Class A Common Stock | 103,426 | 0.00 | — | 1,432,520 | D | ↗ |
| 2025-03-05 | Baltrus Victoria | Officer | A-Award | A | Class A Common Stock | 10,611 | 0.00 | — | 220,130 | D | ↗ |
| 2025-03-01 | Schlosser Mario | Director / Officer | F-InKind | D | Class A Common Stock | 7,970 | 14.61 | 116.4K | 203,697 | D | ↗ |
| 2025-03-01 | Blackley Richard Scott | Officer | F-InKind | D | Class A Common Stock | 22,428 | 14.61 | 327.7K | 1,329,094 | D | ↗ |
| 2025-03-01 | Baltrus Victoria | Officer | F-InKind | D | Class A Common Stock | 5,084 | 14.61 | 74.3K | 209,519 | D | ↗ |
| 2025-02-24 | McAnaney Adam | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-02-24 | Liang Janet | Officer | A-Award | A | Stock Options (Right to buy) | 147,637 | 15.27 | 2.25M | 147,637 | D | ↗ |
| 2025-02-07 | Sankaran Sid | Director | G-Gift | A | Class A Common Stock | 295,687 | 0.00 | — | 795,686 | I | ↗ |
| 2025-01-09 | BOYD JEFFERY H | Director | A-Award | A | Deferred Stock Unit | 2,043 | 0.00 | — | 52,922 | D | ↗ |
| 2024-12-06 | Quane Alessandrea C. | Officer | S-Sale | D | Class A Common Stock | 10,385 | 15.93 | 165.4K | 436,624 | D | ↗ |
| 2024-12-06 | Blackley Richard Scott | Officer | S-Sale | D | Class A Common Stock | 18,516 | 15.93 | 295.0K | 925,825 | D | ↗ |
| 2024-12-05 | Quane Alessandrea C. | Officer | M-Exempt | D | Restricted Stock Units | 31,250 | 0.00 | — | 0 | D | ↗ |
| 2024-12-05 | Blackley Richard Scott | Officer | M-Exempt | D | Restricted Stock Units | 62,500 | 0.00 | — | 0 | D | ↗ |
| 2024-12-02 | Wolin Steven | Officer | S-Sale | D | Class A Common Stock | 353 | 18.48 | 6.5K | 102,598 | D | ↗ |
| 2024-12-02 | Schlosser Mario | Director / Officer | S-Sale | D | Class A Common Stock | 117 | 18.48 | 2.2K | 81,962 | D | ↗ |
| 2024-12-02 | Quane Alessandrea C. | Officer | S-Sale | D | Class A Common Stock | 26,411 | 18.07 | 477.2K | 416,243 | D | ↗ |
| 2024-12-02 | Bopitiya Ranmali | Officer | S-Sale | D | Class A Common Stock | 345 | 18.48 | 6.4K | 241,488 | D | ↗ |
| 2024-12-02 | Blackley Richard Scott | Officer | S-Sale | D | Class A Common Stock | 24,823 | 18.07 | 448.6K | 882,297 | D | ↗ |
| 2024-12-02 | Baltrus Victoria | Officer | S-Sale | D | Class A Common Stock | 145 | 18.48 | 2.7K | 146,036 | D | ↗ |
| 2024-12-01 | Wolin Steven | Officer | M-Exempt | D | Restricted Stock Units | 24,671 | 0.00 | — | 123,356 | D | ↗ |
| 2024-12-01 | Schlosser Mario | Director / Officer | M-Exempt | A | Class A Common Stock | 14,412 | 0.00 | — | 88,478 | D | ↗ |
| 2024-12-01 | Quane Alessandrea C. | Officer | M-Exempt | A | Class A Common Stock | 7,015 | 0.00 | — | 399,622 | D | ↗ |
| 2024-12-01 | Bopitiya Ranmali | Officer | M-Exempt | A | Class A Common Stock | 4,867 | 0.00 | — | 260,645 | D | ↗ |
| 2024-12-01 | Blackley Richard Scott | Officer | M-Exempt | A | Class A Common Stock | 8,653 | 0.00 | — | 907,120 | D | ↗ |
| 2024-12-01 | Baltrus Victoria | Officer | M-Exempt | A | Class A Common Stock | 4,120 | 0.00 | — | 145,726 | D | ↗ |
| 2024-11-21 | Thrive Partners VII Growth GP, LLC | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 100,000 | 16.86 | 1.69M | 6,343,617 | I | ↗ |
| 2024-11-21 | Kushner Joshua | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 100,000 | 16.86 | 1.69M | 6,343,617 | I | ↗ |
| 2024-11-20 | Thrive Partners VII Growth GP, LLC | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 88,395 | 16.97 | 1.50M | 6,243,617 | I | ↗ |
| 2024-11-20 | Robinson Elbert O. Jr. | Director | S-Sale | D | Class A Common Stock | 25,000 | 17.05 | 426.3K | 89,512 | D | ↗ |
| 2024-11-20 | Kushner Joshua | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 88,395 | 16.97 | 1.50M | 6,243,617 | I | ↗ |
| 2024-11-14 | Thrive Partners VII Growth GP, LLC | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 185,790 | 15.97 | 2.97M | 6,155,222 | I | ↗ |
| 2024-11-14 | Kushner Joshua | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 185,790 | 15.97 | 2.97M | 6,155,222 | I | ↗ |
| 2024-11-13 | Thrive Partners VII Growth GP, LLC | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 358,619 | 13.74 | 4.93M | 5,810,700 | I | ↗ |
| 2024-11-13 | Kushner Joshua | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 358,619 | 13.74 | 4.93M | 5,810,700 | I | ↗ |
| 2024-11-12 | Thrive Partners VII Growth GP, LLC | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 420,819 | 13.68 | 5.76M | 5,452,081 | I | ↗ |
| 2024-11-12 | Kushner Joshua | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 420,819 | 13.68 | 5.76M | 5,452,081 | I | ↗ |
| 2024-11-12 | BOYD JEFFERY H | Director | M-Exempt | A | Class A Common Stock | 577,027 | 4.29 | 2.48M | 691,539 | D | ↗ |
| 2024-11-11 | Thrive Partners VII Growth GP, LLC | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 276,040 | 13.58 | 3.75M | 5,031,262 | I | ↗ |
| 2024-11-11 | Kushner Joshua | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 276,040 | 13.58 | 3.75M | 5,031,262 | I | ↗ |
| 2024-10-10 | BOYD JEFFERY H | Director | A-Award | A | Deferred Stock Unit | 1,802 | 0.00 | — | 50,879 | D | ↗ |
| 2024-09-06 | Quane Alessandrea C. | Officer | S-Sale | D | Class A Common Stock | 16,793 | 17.06 | 286.5K | 392,607 | — | ↗ |
| 2024-09-06 | Blackley Richard Scott | Officer | S-Sale | D | Class A Common Stock | 29,957 | 17.06 | 511.1K | 853,875 | — | ↗ |
| 2024-09-05 | Quane Alessandrea C. | Officer | M-Exempt | A | Class A Common Stock | 31,250 | 0.00 | — | 409,400 | — | ↗ |
| 2024-09-05 | Blackley Richard Scott | Officer | M-Exempt | A | Class A Common Stock | 62,500 | 0.00 | — | 883,832 | — | ↗ |
| 2024-09-04 | Wolin Steven | Officer | S-Sale | D | Class A Common Stock | 5,141 | 17.46 | 89.8K | 87,910 | — | ↗ |
| 2024-09-04 | Schlosser Mario | Director / Officer | S-Sale | D | Class A Common Stock | 1,311 | 17.85 | 23.4K | 74,066 | — | ↗ |
| 2024-09-04 | Quane Alessandrea C. | Officer | S-Sale | D | Class A Common Stock | 31,616 | 17.85 | 564.3K | 378,150 | — | ↗ |
| 2024-09-04 | Bopitiya Ranmali | Officer | S-Sale | D | Class A Common Stock | 14,820 | 17.85 | 264.5K | 218,907 | — | ↗ |
| 2024-09-04 | Blackley Richard Scott | Officer | S-Sale | D | Class A Common Stock | 28,257 | 17.85 | 504.4K | 821,332 | — | ↗ |
| 2024-09-04 | Baltrus Victoria | Officer | S-Sale | D | Class A Common Stock | 1,731 | 17.85 | 30.9K | 136,796 | — | ↗ |
| 2024-09-03 | Wolin Steven | Officer | S-Sale | D | Class A Common Stock | 10,242 | 17.99 | 184.3K | 93,051 | — | ↗ |
| 2024-09-03 | Schlosser Mario | Director / Officer | S-Sale | D | Class A Common Stock | 3,198 | 17.99 | 57.5K | 76,982 | — | ↗ |
| 2024-09-03 | Quane Alessandrea C. | Officer | S-Sale | D | Class A Common Stock | 77,181 | 17.99 | 1.39M | 448,506 | — | ↗ |
| 2024-09-03 | Bopitiya Ranmali | Officer | S-Sale | D | Class A Common Stock | 36,175 | 17.99 | 650.8K | 251,885 | — | ↗ |
| 2024-09-03 | Blackley Richard Scott | Officer | S-Sale | D | Class A Common Stock | 68,978 | 17.99 | 1.24M | 884,213 | — | ↗ |
| 2024-09-03 | Baltrus Victoria | Officer | S-Sale | D | Class A Common Stock | 4,226 | 17.99 | 76.0K | 140,648 | — | ↗ |
| 2024-09-01 | Wolin Steven | Officer | M-Exempt | D | Restricted Stock Units | 1,482 | 0.00 | — | 2,966 | — | ↗ |
| 2024-09-01 | Schlosser Mario | Director / Officer | M-Exempt | D | Restricted Stock Unit | 14,412 | 0.00 | — | 144,117 | — | ↗ |
| 2024-09-01 | Quane Alessandrea C. | Officer | M-Exempt | A | Class A Common Stock | 8,652 | 0.00 | — | 525,687 | — | ↗ |
| 2024-09-01 | Bopitiya Ranmali | Officer | M-Exempt | A | Class A Common Stock | 16,448 | 0.00 | — | 174,261 | — | ↗ |
| 2024-09-01 | Blackley Richard Scott | Officer | M-Exempt | A | Class A Common Stock | 7,016 | 0.00 | — | 682,458 | — | ↗ |
| 2024-09-01 | Baltrus Victoria | Officer | M-Exempt | A | Class A Common Stock | 888 | 0.00 | — | 144,874 | — | ↗ |
| 2024-07-11 | BOYD JEFFERY H | Director | A-Award | A | Deferred Stock Unit | 1,883 | 0.00 | — | 49,077 | — | ↗ |
| 2024-06-06 | WITTMAN VANESSA AMES | Director | A-Award | A | Class A Common Stock | 8,974 | 0.00 | — | 114,512 | — | ↗ |
| 2024-06-06 | Robinson Elbert O. Jr. | Director | A-Award | A | Class A Common Stock | 8,974 | 0.00 | — | 114,512 | — | ↗ |
| 2024-06-06 | Quane Alessandrea C. | Officer | S-Sale | D | Class A Common Stock | 16,793 | 19.58 | 328.8K | 251,136 | — | ↗ |
| 2024-06-06 | Plouffe David | Director | A-Award | A | Class A Common Stock | 8,974 | 0.00 | — | 114,512 | — | ↗ |
| 2024-06-06 | Lang Laura W | Director | A-Award | A | Class A Common Stock | 8,974 | 0.00 | — | 60,231 | — | ↗ |
| 2024-06-06 | Gassen William | Director | A-Award | A | Class A Common Stock | 8,974 | 0.00 | — | 60,231 | — | ↗ |
| 2024-06-06 | Blackley Richard Scott | Officer | S-Sale | D | Class A Common Stock | 29,978 | 19.58 | 587.0K | 675,442 | — | ↗ |
| 2024-06-06 | BOYD JEFFERY H | Director | A-Award | A | Class A Common Stock | 8,974 | 0.00 | — | 114,512 | — | ↗ |
| 2024-06-05 | Quane Alessandrea C. | Officer | M-Exempt | A | Class A Common Stock | 31,250 | 0.00 | — | 267,929 | — | ↗ |
| 2024-06-05 | Blackley Richard Scott | Officer | M-Exempt | A | Class A Common Stock | 62,500 | 0.00 | — | 705,420 | — | ↗ |
| 2024-06-04 | Wolin Steven | Officer | S-Sale | D | Class A Common Stock | 486 | 19.09 | 9.3K | 64,830 | — | ↗ |
| 2024-06-04 | Schlosser Mario | Director / Officer | S-Sale | D | Class A Common Stock | 152 | 19.09 | 2.9K | 65,768 | — | ↗ |
| 2024-06-04 | Quane Alessandrea C. | Officer | S-Sale | D | Class A Common Stock | 668 | 19.09 | 12.8K | 236,679 | — | ↗ |
| 2024-06-04 | Bopitiya Ranmali | Officer | S-Sale | D | Class A Common Stock | 447 | 19.09 | 8.5K | 137,388 | — | ↗ |
| 2024-06-04 | Blackley Richard Scott | Officer | S-Sale | D | Class A Common Stock | 626 | 19.09 | 12.0K | 642,920 | — | ↗ |
| 2024-06-04 | Baltrus Victoria | Officer | S-Sale | D | Class A Common Stock | 199 | 19.09 | 3.8K | 127,555 | — | ↗ |
| 2024-06-03 | Wolin Steven | Officer | S-Sale | D | Class A Common Stock | 18,607 | 19.46 | 362.1K | 65,316 | — | ↗ |
| 2024-06-03 | Schlosser Mario | Director / Officer | S-Sale | D | Class A Common Stock | 5,808 | 19.46 | 113.0K | 65,920 | — | ↗ |
| 2024-06-03 | Quane Alessandrea C. | Officer | S-Sale | D | Class A Common Stock | 25,550 | 19.46 | 497.2K | 237,347 | — | ↗ |
| 2024-06-03 | Bopitiya Ranmali | Officer | S-Sale | D | Class A Common Stock | 17,168 | 19.46 | 334.1K | 137,835 | — | ↗ |
| 2024-06-03 | Blackley Richard Scott | Officer | S-Sale | D | Class A Common Stock | 24,016 | 19.46 | 467.4K | 643,546 | — | ↗ |
| 2024-06-03 | Baltrus Victoria | Officer | S-Sale | D | Class A Common Stock | 7,674 | 19.46 | 149.3K | 127,754 | — | ↗ |
| 2024-06-01 | Wolin Steven | Officer | M-Exempt | A | Class A Common Stock | 2,920 | 0.00 | — | 82,463 | — | ↗ |
| 2024-06-01 | Schlosser Mario | Director / Officer | M-Exempt | A | Class A Common Stock | 14,411 | 0.00 | — | 71,728 | — | ↗ |
| 2024-06-01 | Quane Alessandrea C. | Officer | M-Exempt | A | Class A Common Stock | 34,379 | 0.00 | — | 254,245 | — | ↗ |
| 2024-06-01 | Bopitiya Ranmali | Officer | M-Exempt | D | Restricted Stock Units | 4,867 | 0.00 | — | 53,537 | — | ↗ |
| 2024-06-01 | Blackley Richard Scott | Officer | M-Exempt | A | Class A Common Stock | 8,652 | 0.00 | — | 667,562 | — | ↗ |
| 2024-06-01 | Baltrus Victoria | Officer | M-Exempt | A | Class A Common Stock | 887 | 0.00 | — | 135,428 | — | ↗ |
| 2024-05-03 | Wolin Steven | Officer | A-Award | A | Restricted Stock Units | 17,521 | 0.00 | — | 17,521 | — | ↗ |
| 2024-05-02 | Wolin Steven | Officer | — | D | Stock Option (Right to Buy) | 167,466 | 8.13 | 1.36M | 0 | — | ↗ |
| 2024-04-11 | BOYD JEFFERY H | Director | A-Award | A | Deferred Stock Unit | 2,080 | 0.00 | — | 47,194 | — | ↗ |
| 2024-04-03 | Bertolini Mark T | Director / Officer | M-Exempt | D | Restricted Stock Units | 955,555 | 0.00 | — | 1,911,111 | — | ↗ |
| 2024-03-10 | Schlosser Mario | Director / Officer | A-Award | A | Class A Common Stock | 172,940 | 0.00 | — | 172,940 | — | ↗ |
| 2024-03-10 | Quane Alessandrea C. | Officer | A-Award | A | Restricted Stock Units | 103,829 | 0.00 | — | 103,829 | — | ↗ |
| 2024-03-10 | Bopitiya Ranmali | Officer | A-Award | A | Restricted Stock Units | 58,404 | 0.00 | — | 58,404 | — | ↗ |
| 2024-03-10 | Blackley Richard Scott | Officer | A-Award | A | Restricted Stock Units | 103,829 | 0.00 | — | 103,829 | — | ↗ |
| 2024-03-10 | Baltrus Victoria | Officer | A-Award | A | Restricted Stock Units | 10,652 | 0.00 | — | 10,652 | — | ↗ |
| 2024-03-06 | Quane Alessandrea C. | Officer | S-Sale | D | Class A Common Stock | 13,233 | 14.12 | 186.8K | 212,850 | — | ↗ |
| 2024-03-06 | Blackley Richard Scott | Officer | S-Sale | D | Class A Common Stock | 27,043 | 14.12 | 381.8K | 614,316 | — | ↗ |
| 2024-03-05 | Quane Alessandrea C. | Officer | M-Exempt | A | Class A Common Stock | 31,250 | 0.00 | — | 226,083 | — | ↗ |
| 2024-03-05 | Blackley Richard Scott | Officer | M-Exempt | A | Class A Common Stock | 62,500 | 0.00 | — | 641,359 | — | ↗ |
| 2024-03-04 | Quane Alessandrea C. | Officer | S-Sale | D | Class A Common Stock | 15,928 | 15.88 | 252.9K | 194,833 | — | ↗ |
| 2024-03-04 | Bopitiya Ranmali | Officer | S-Sale | D | Class A Common Stock | 11,426 | 15.88 | 181.4K | 113,264 | — | ↗ |
| 2024-03-04 | Blackley Richard Scott | Officer | S-Sale | D | Class A Common Stock | 14,346 | 15.88 | 227.8K | 578,859 | — | ↗ |
| 2024-03-04 | Baltrus Victoria | Officer | S-Sale | D | Class A Common Stock | 33,707 | 15.88 | 535.3K | 118,111 | — | ↗ |
| 2024-03-01 | Quane Alessandrea C. | Officer | M-Exempt | D | Restricted Stock Units | 7,015 | 0.00 | — | 42,095 | — | ↗ |
| 2024-03-01 | Bopitiya Ranmali | Officer | M-Exempt | A | Class A Common Stock | 20,425 | 0.00 | — | 108,243 | — | ↗ |
| 2024-03-01 | Blackley Richard Scott | Officer | M-Exempt | D | Restricted Stock Units | 7,015 | 0.00 | — | 42,095 | — | ↗ |
| 2024-03-01 | Baltrus Victoria | Officer | M-Exempt | D | Restricted Stock Units | 7,500 | 0.00 | — | 59,997 | — | ↗ |
| 2024-02-16 | Quane Alessandrea C. | Officer | S-Sale | D | Class A Common Stock | 55,000 | 18.02 | 991.1K | 169,366 | — | ↗ |
| 2024-02-16 | Bopitiya Ranmali | Officer | S-Sale | D | Class A Common Stock | 42,865 | 18.03 | 772.9K | 87,818 | — | ↗ |
| 2024-01-11 | BOYD JEFFERY H | Director | A-Award | A | Deferred Stock Unit | 2,800 | 0.00 | — | 45,114 | — | ↗ |
| 2023-12-06 | Quane Alessandrea C. | Officer | S-Sale | D | Class A Common Stock | 16,793 | 8.16 | 137.0K | 301,223 | — | ↗ |
| 2023-12-06 | Blackley Richard Scott | Officer | S-Sale | D | Class A Common Stock | 30,029 | 8.16 | 245.0K | 548,613 | — | ↗ |
| 2023-12-05 | Quane Alessandrea C. | Officer | M-Exempt | D | Restricted Stock Units | 31,250 | 0.00 | — | 125,000 | — | ↗ |
| 2023-12-05 | Blackley Richard Scott | Officer | M-Exempt | A | Class A Common Stock | 62,500 | 0.00 | — | 578,642 | — | ↗ |
| 2023-12-04 | Quane Alessandrea C. | Officer | S-Sale | D | Class A Common Stock | 22,246 | 8.34 | 185.5K | 286,766 | — | ↗ |
| 2023-12-04 | Bopitiya Ranmali | Officer | S-Sale | D | Class A Common Stock | 12,625 | 8.34 | 105.3K | 130,683 | — | ↗ |
| 2023-12-04 | Blackley Richard Scott | Officer | S-Sale | D | Class A Common Stock | 21,171 | 8.34 | 176.6K | 516,142 | — | ↗ |
| 2023-12-04 | Baltrus Victoria | Officer | S-Sale | D | Class A Common Stock | 5,068 | 8.34 | 42.3K | 59,743 | — | ↗ |
| 2023-12-01 | Quane Alessandrea C. | Officer | M-Exempt | A | Class A Common Stock | 7,016 | 0.00 | — | 274,633 | — | ↗ |
| 2023-12-01 | Bopitiya Ranmali | Officer | M-Exempt | D | Restricted Stock Units | 20,425 | 0.00 | — | 183,824 | — | ↗ |
| 2023-12-01 | Blackley Richard Scott | Officer | M-Exempt | D | Restricted Stock Units | 7,016 | 0.00 | — | 49,110 | — | ↗ |
| 2023-12-01 | Baltrus Victoria | Officer | M-Exempt | A | Class A Common Stock | 7,499 | 0.00 | — | 64,811 | — | ↗ |
| 2023-11-16 | Schlosser Mario | Director / Officer | M-Exempt | A | Class B Common Stock | 608,430 | 0.00 | — | 1,745,543 | — | ↗ |
| 2023-10-13 | BOYD JEFFERY H | Director | A-Award | A | Deferred Stock Unit | 6,338 | 0.00 | — | 42,314 | — | ↗ |
| 2023-09-06 | Quane Alessandrea C. | Officer | S-Sale | D | Class A Common Stock | 16,793 | 6.26 | 105.2K | 267,617 | — | ↗ |
| 2023-09-06 | Blackley Richard Scott | Officer | S-Sale | D | Class A Common Stock | 30,061 | 6.26 | 188.3K | 492,719 | — | ↗ |
| 2023-09-05 | Sankaran Sid | Director | S-Sale | D | Class A Common Stock | 139,635 | 6.25 | 872.7K | 295,687 | — | ↗ |
| 2023-09-05 | Quane Alessandrea C. | Officer | S-Sale | D | Class A Common Stock | 21,025 | 6.25 | 131.4K | 253,160 | — | ↗ |
| 2023-09-05 | Bopitiya Ranmali | Officer | S-Sale | D | Class A Common Stock | 11,749 | 6.25 | 73.4K | 106,435 | — | ↗ |
| 2023-09-05 | Blackley Richard Scott | Officer | S-Sale | D | Class A Common Stock | 22,289 | 6.25 | 139.3K | 460,280 | — | ↗ |
| 2023-09-05 | Baltrus Victoria | Officer | S-Sale | D | Class A Common Stock | 5,337 | 6.25 | 33.4K | 48,382 | — | ↗ |
| 2023-09-01 | Sankaran Sid | Director | M-Exempt | A | Class A Common Stock | 227,848 | 0.00 | — | 435,322 | — | ↗ |
| 2023-09-01 | Quane Alessandrea C. | Officer | M-Exempt | A | Class A Common Stock | 7,016 | 0.00 | — | 239,805 | — | ↗ |
| 2023-09-01 | Bopitiya Ranmali | Officer | M-Exempt | A | Class A Common Stock | 20,424 | 0.00 | — | 101,737 | — | ↗ |
| 2023-09-01 | Blackley Richard Scott | Officer | M-Exempt | D | Restricted Stock Units | 7,016 | 0.00 | — | 56,126 | — | ↗ |
| 2023-09-01 | Baltrus Victoria | Officer | M-Exempt | D | Restricted Stock Units | 4,120 | 0.00 | — | 24,722 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Janet Liang President of Oscar Insurance | 512.5K | 2.80M | 4.94M | 1.50M | 465.2K | 179.9K | 10.40M | 61.95% | ↗ |
| 2 | 2025 | Mario Schlosser President of Technology and Chief Technology Officer | 600.0K | — | 6.14M | — | 546.0K | 28.9K | 7.31M | 83.94% | ↗ |
| 3 | 2025 | Adam McAnaney Chief Legal Officer | 512.5K | 335.0K | 4.07M | 1.90M | 279.1K | 29.9K | 7.13M | 83.78% | ↗ |
| 4 | 2025 | Scott Blackley Chief Financial Officer | 600.0K | — | 3.69M | — | 436.8K | 29.9K | 4.75M | 77.56% | ↗ |
| 5 | 2025 | Mark T. Bertolini Chief Executive Officer | 619.2K | — | — | — | 169.0K | 361.1K | 1.15M | 0.00% | ↗ |
| 6 | 2024 | Mario Schlosser President of Technology and Chief Technology Officer | 600.0K | — | 9.19M | — | 1.05M | 6.0K | 10.85M | 84.73% | ↗ |
| 7 | 2024 | Scott Blackley Chief Financial Officer | 600.0K | — | 4.00M | — | 840.0K | 6.9K | 5.45M | 73.43% | ↗ |
| 8 | 2024 | Alessandrea Quane Chief Insurance Officer | 600.0K | — | 4.00M | — | 840.0K | 6.9K | 5.45M | 73.43% | ↗ |
| 9 | 2024 | R. Scott Blackley Chief Financial Officer | 600.0K | — | 4.00M | — | 840.0K | 6.9K | 5.45M | 73.43% | ↗ |
| 10 | 2024 | Ranmali Bopitiya Chief Legal Officer | 600.0K | — | 2.25M | — | 315.0K | 6.9K | 3.17M | 70.93% | ↗ |
| 11 | 2024 | Mark Bertolini Chief Executive Officer | 600.0K | — | — | — | 315.0K | — | 915.0K | 0.00% | ↗ |
| 12 | 2024 | Mark T. Bertolini Chief Executive Officer | 600.0K | — | — | — | 315.0K | — | 915.0K | 0.00% | ↗ |
| 13 | 2023 | Mark T. Bertolini Chief Executive Officer | 450.0K | — | 43.91M | — | 182.3K | — | 44.54M | 98.58% | ↗ |
| 14 | 2023 | Mark Bertolini Chief Executive Officer | 450.0K | — | 43.91M | — | 182.3K | — | 44.54M | 98.58% | ↗ |
| 15 | 2023 | R. Scott Blackley Chief Financial Officer | 600.0K | — | 3.98M | 1.37M | 243.0K | 6.6K | 6.20M | 86.30% | ↗ |
| 16 | 2023 | Scott Blackley Chief Financial Officer | 600.0K | — | 3.98M | 1.37M | 243.0K | 6.6K | 6.20M | 86.30% | ↗ |
| 17 | 2023 | R. Scott Blackley Chief Financial Officer and Former Chief Transformation Officer | 600.0K | — | 3.98M | 1.37M | 243.0K | 6.6K | 6.20M | 86.30% | ↗ |
| 18 | 2023 | Alessandrea Quane Chief Insurance Officer | 600.0K | — | 3.64M | 1.25M | 243.0K | 6.6K | 5.75M | 85.21% | ↗ |
| 19 | 2023 | Ranmali Bopitiya Chief Legal Officer | 600.0K | — | 1.74M | 600.0K | 243.0K | 6.6K | 3.19M | 73.38% | ↗ |
| 20 | 2023 | Mario Schlosser President of Technology and Chief Technology Officer | 600.0K | — | — | — | 243.0K | 11.0K | 854.0K | 0.00% | ↗ |
| 21 | 2023 | Mario Schlosser President of Technology and Chief Technology Officer, and Former Chief Executive Officer | 600.0K | — | — | — | 243.0K | 11.0K | 854.0K | 0.00% | ↗ |
| 22 | 2022 | Siddhartha Sankaran Former Interim Chief Financial Officer | — | — | 2.14M | — | — | — | 2.14M | 100.00% | ↗ |
| 23 | 2022 | Siddhartha Sankaran Interim Chief Financial Officer | — | — | 2.14M | — | — | — | 2.14M | 100.00% | ↗ |
| 24 | 2022 | Ranmali Bopitiya Chief Legal Officer | 552.3K | 250.0K | — | — | 147.6K | 6.1K | 956.0K | 0.00% | ↗ |
| 25 | 2022 | Dennis Weaver Former Chief Clinical Officer | 680.0K | — | — | — | 167.3K | 5.7K | 852.9K | 0.00% | ↗ |
| 26 | 2022 | Alessandrea Quane Chief Insurance Officer | 600.0K | — | — | — | 147.6K | 6.1K | 753.7K | 0.00% | ↗ |
| 27 | 2022 | R. Scott Blackley Chief Financial Officer and Former Chief Transformation Officer | 600.0K | — | — | — | 147.6K | 2.5K | 750.1K | 0.00% | ↗ |
| 28 | 2022 | R. Scott Blackley Chief Transformation Officer and Former Chief Financial Officer | 600.0K | — | — | — | 147.6K | 2.5K | 750.1K | 0.00% | ↗ |
| 29 | 2022 | R. Scott Blackley Chief Financial Officer | 600.0K | — | — | — | 147.6K | 2.5K | 750.1K | 0.00% | ↗ |
| 30 | 2022 | Mario Schlosser Former Chief Executive Officer | 495.7K | — | — | — | 147.6K | 9.1K | 652.4K | 0.00% | ↗ |
| 31 | 2022 | Mario Schlosser President of Technology and Chief Technology Officer, and Former Chief Executive Officer | 495.7K | — | — | — | 147.6K | 9.1K | 652.4K | 0.00% | ↗ |
| 32 | 2022 | Mario Schlosser President of Technology and Chief Technology Officer | 495.7K | — | — | — | 147.6K | 9.1K | 652.4K | 0.00% | ↗ |
| 33 | 2021 | Mario Schlosser Former Chief Executive Officer | 430.0K | 42.5K | 60.16M | — | 127.4K | 52.9K | 60.81M | 98.93% | ↗ |
| 34 | 2021 | Mario Schlosser Chief Executive Officer | 430.0K | 42.5K | 60.16M | — | 127.4K | 52.9K | 60.81M | 98.93% | ↗ |
| 35 | 2021 | Mario Schlosser President of Technology and Chief Technology Officer, and Former Chief Executive Officer | 430.0K | 42.5K | 60.16M | — | 127.4K | 52.9K | 60.81M | 98.93% | ↗ |
| 36 | 2021 | Joshua Kushner Vice Chairman | — | — | 30.08M | — | — | — | 30.08M | 100.00% | ↗ |
| 37 | 2021 | Meghan Joyce Chief Operating Officer | 600.0K | 42.5K | 6.43M | 1.75M | 127.4K | 500.00 | 8.95M | 91.39% | ↗ |
| 38 | 2021 | Alessandrea Quane Chief Insurance Officer | 500.0K | 35.6K | 5.25M | 1.75M | 106.8K | 1.5K | 7.64M | 91.58% | ↗ |
| 39 | 2021 | R. Scott Blackley Chief Transformation Officer and Former Chief Financial Officer | 490.6K | 34.9K | 5.25M | 1.75M | 104.8K | — | 7.63M | 91.74% | ↗ |
| 40 | 2021 | R. Scott Blackley Chief Financial Officer | 490.6K | 34.9K | 5.25M | 1.75M | 104.8K | — | 7.63M | 91.74% | ↗ |
| 41 | 2021 | R. Scott Blackley Chief Financial Officer and Former Chief Transformation Officer | 490.6K | 34.9K | 5.25M | 1.75M | 104.8K | — | 7.63M | 91.74% | ↗ |
| 42 | 2021 | Siddhartha Sankaran Interim Chief Financial Officer | 125.0K | — | 527.00 | — | — | 2.5K | 128.0K | 0.41% | ↗ |
| 43 | 2021 | Siddhartha Sankaran Former Chief Financial Officer | 125.0K | — | 527.00 | — | — | 2.5K | 128.0K | 0.41% | ↗ |
| 44 | 2021 | Siddhartha Sankaran Former Interim Chief Financial Officer | 125.0K | — | 527.00 | — | — | 2.5K | 128.0K | 0.41% | ↗ |
| 45 | 2020 | Meghan Joyce Chief Operating Officer | 600.0K | — | — | 1.60M | — | 14.2K | 2.21M | 72.24% | ↗ |
| 46 | 2020 | Mario Schlosser Chief Executive Officer | 493.8K | — | — | — | — | 70.7K | 564.4K | 0.00% | ↗ |
| 47 | 2020 | Mario Schlosser Former Chief Executive Officer | 493.8K | — | — | — | — | 70.7K | 564.4K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Janet Ann Liang | EVP & President of Oscar Insurance | 4M | female |
| Richard Scott Blackley | Chief Financial Officer | 1M | male |
| Mario Tobias Schlosser | Co-Founder, Chief Technology Officer, President of Technology & Director | 1M | male |
| Adam McAnaney | EVP & Chief Legal Officer | 1M | male |
| Mark Thomas Bertolini | Chief Executive Officer & Director | 1M | male |
| Joel I. Klein | Senior Advisor | 575.0K | male |
| Chris Potochar | Vice President of Treasury & Investor Relations | — | — |
| Okiki Louis | President of Oscar Medical Group | — | — |
| Rebecca Krouse | Chief People Officer | — | female |
| Chelsea Cooper | Chief Growth Officer of +Oscar | — | female |
| Steven Kelmar | Executive VP & Chief of Staff to the CEO | — | male |
| Jesse Horowitz | Senior Vice President of Member Experience | — | male |
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No House trading activity found for this company.
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Community Opinion for OSCR
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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