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CPI Card Group Inc. (PMTS)

USD19.09 +0.33 (+1.76%)
US NASDAQ Financial Services Financial - Credit Services
Address 10368 West Centennial Road 80127
Littleton, CO, US
CEO John D. Lowe
IPO 2015-10-08
CIK 1641614 ISIN US12634H2004

Explore sections of this company profile

Also trades on NASDAQ Global Market · PMTS (USD) Toronto Stock Exchange · PMTS.TO (CAD)
Description

CPI Card Group Inc., along with its affiliated entities, specializes in the full spectrum of financial payment card services. This includes everything from the initial design and manufacturing to the personalized data integration, secure packaging, and final distribution of these cards. The company operates through two primary divisions: Debit and Credit, and Prepaid Debit. The Debit and Credit segment is responsible for producing various financial payment cards, such as those adhering to Europay, Mastercard, and Visa (EMV) standards, as well as non-EMV cards, premium metal cards, and custom private label credit cards. It also delivers extensive card-related services to financial institutions that issue cards. These services encompass on-demand solutions, individualizing cards with specific user data, managing fulfillment processes, and offering immediate card issuance capabilities. The Prepaid Debit segment focuses on providing integrated card services, notably secure, tamper-evident packaging, to suppliers of prepaid debit cards. Furthermore, this division manufactures financial payment cards that are issued under the major payment network brands. CPI Card Group serves a broad range of clients across the United States. Its customers include issuers of both debit and credit cards, administrators of Prepaid Debit Card programs, local community banks, credit unions, collective service providers, and companies involved in processing card transactions. Originally established in 2007, the company was known as CPI Holdings I, Inc. It subsequently adopted its current name, CPI Card Group Inc., in August 2015. The corporate headquarters are situated in Littleton, Colorado.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD19.09 +0.33 (+1.76%)
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Volume Profile
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Liquidity & share structure
Average Volume
48.3K
Beta
1.06
Float Shares
5.99M
Free Float %
52.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+3.53% +5.67% -9.18% +40.21% +12.83% +7.83% -22.71% -40.69% -9.65% -21.05% -68.34%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (11 ratings, all time) Buy
Price Targets & DCF
Current price
19.09
Low 25.00 +31.0%
Consensus 26.00 +36.2%
Median 26.00 +36.2%
High 27.00 +41.4%
DCF (Unlevered) 53.82 +181.9%
DCF (Levered) 24.40 +27.8%

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) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 4 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 2
26.00
+36.2%
Last Quarter 2
26.00
+36.2%
Last Year 5
27.40
+43.5%
All Time 10
30.00
+57.2%
Quality scores
Altman Z-Score
2.84
Grey zone
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Credit Services: +13.2%
    +13.1% Q1'26: +19.8% (vs Q1'25)
  • EPS growth Financial - Credit Services: +24.0%
    -23.8% Q1'26: -57.5% (vs Q1'25)
  • FCF margin FCF growth · Financial - Credit Services: +70.9%
    +5.0% Q1'26: +6.9% (vs Q1'25)
  • EBIT margin Financial - Credit Services: +28.7%
    +10.1% Q1'26: +7.5% (vs Q1'25)
  • ROIC Financial - Credit Services: +5.0%
    +12.7% Q1'26: +11.3% (vs Q1'25)
  • Share dilution Financial - Credit Services: +0.0%
    +0.4% Q1'26: -1.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×
    4.37× Q1'26: 4.42× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.09) × ERP
WACC = 36% × Ke + 64% × Kd (9.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 53.58 Current price: 19.09
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
2 EPS Ana.
Dec 2027
3 Rev. Ana.
2 EPS Ana.
Revenue
374.11M
est: 372.34M (+0.5%)
308.70M
est: 302.28M (+2.1%)
223.74M
est: 252.23M (-11.3%)
255.81M
est: 254.88M (+0.4%)
278.07M
est: 274.83M (+1.2%)
312.19M
est: 285.27M (+9.4%)
375.12M
est: 376.31M (-0.3%)
475.75M
est: 452.60M (+5.1%)
444.55M
est: 439.49M (+1.2%)
480.60M
est: 475.73M (+1.0%)
543.53M
est: 535.71M (+1.5%)
592.86M
592.00M – 593.73M
+10.7% YoY
645.09M
621.92M – 668.25M
+8.8% YoY
EBITDA
84.40M
est: 67.83M (+24.4%)
48.61M
est: 55.07M (-11.7%)
-1.85M
est: 45.95M (-104.0%)
22.70M
est: 46.43M (-51.1%)
40.62M
est: 50.07M (-18.9%)
55.11M
est: 51.97M (+6.0%)
74.56M
est: 68.55M (+8.8%)
93.65M
est: 100.25M (-6.6%)
77.31M
est: 77.05M (+0.3%)
79.21M
est: 83.40M (-5.0%)
77.30M
est: 93.92M (-17.7%)
103.94M
103.78M – 104.09M
+10.7% YoY
113.09M
109.03M – 117.15M
+8.8% YoY
EBIT
68.40M
est: 53.28M (+28.4%)
31.68M
est: 43.25M (-26.7%)
-18.77M
est: 36.09M (-152.0%)
4.29M
est: 36.47M (-88.2%)
23.37M
est: 39.32M (-40.6%)
38.28M
est: 40.82M (-6.2%)
59.46M
est: 53.84M (+10.4%)
78.76M
est: 86.18M (-8.6%)
61.38M
est: 60.97M (+0.7%)
62.79M
est: 66.00M (-4.9%)
54.84M
est: 74.32M (-26.2%)
82.25M
82.13M – 82.37M
+10.7% YoY
89.50M
86.28M – 92.71M
+8.8% YoY
Net Income
30.86M
est: 54.05M (-42.9%)
5.40M
est: 15.07M (-64.2%)
-22.01M
est: -2.85M (-672.1%)
-37.46M
est: -5.46M (-585.6%)
-5.12M
est: -5.58M (+8.3%)
16.13M
est: -2.61M (+717.2%)
15.94M
36.54M
est: 41.78M (-12.5%)
23.99M
est: 19.11M (+25.5%)
19.52M
est: 28.91M (-32.5%)
14.95M
est: 21.76M (-31.3%)
23.23M
20.94M – 34.48M
+6.7% YoY
33.21M
32.05M – 40.77M
+43.0% YoY
SGA
61.12M
est: 75.74M (-19.3%)
64.01M
est: 61.49M (+4.1%)
62.21M
est: 51.31M (+21.2%)
68.01M
est: 51.85M (+31.2%)
66.33M
est: 55.90M (+18.7%)
65.79M
est: 58.03M (+13.4%)
75.70M
est: 76.55M (-1.1%)
90.78M
est: 143.74M (-36.8%)
88.26M
est: 89.51M (-1.4%)
103.40M
est: 96.89M (+6.7%)
115.26M
est: 109.11M (+5.6%)
120.75M
120.57M – 120.92M
+10.7% YoY
131.38M
126.67M – 136.10M
+8.8% YoY
EPS
-0.20
est: 4.55 (-104.4%)
0.50
est: 1.27 (-60.6%)
-1.98
est: -0.24 (-725.0%)
-3.36
est: -0.46 (-630.4%)
-0.40
est: -0.47 (+14.9%)
1.44
est: -0.22 (+754.5%)
1.42
3.24
est: 3.68 (-11.8%)
2.10
est: 1.60 (+31.5%)
1.75
est: 2.43 (-27.8%)
1.32
est: 1.83 (-28.0%)
2.33
1.76 – 2.89
+27.1% YoY
3.06
2.69 – 3.42
+31.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B- 2/5 4/5 1/5 5/5 1/5 2/5 1/5
2026-05-08 B- 2/5 4/5 1/5 5/5 1/5 2/5 1/5
2026-05-07 B- 2/5 4/5 1/5 5/5 1/5 2/5 1/5
2026-05-06 B- 2/5 4/5 1/5 5/5 1/5 2/5 1/5
2026-05-05 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-04 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-05-01 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-04-30 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-04-29 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-04-28 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-04-27 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-04-24 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-04-23 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-04-22 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-04-21 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-04-20 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-04-17 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5
2026-04-16 B- 3/5 4/5 1/5 5/5 1/5 3/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
61.15M
OE per share TTM
5.16
Owner's Yield
33.72%
Maintenance CapEx ratio
173.20%
Maint CapEx / Avg PPE
14.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
12
Total invested
726.6K
Insider transactions (90d)
0
Beneficial owners (>5%)
2
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Parsa Kiai 573.2K 5.00% 573.2K 573.2K HC, IN 2022-12-16
2 Steamboat Capital Partners, LLC 45-5206506 573.2K 5.00% 573.2K 573.2K IA, OO 2022-12-16

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
12
-63 vs prev Q
New positions
3
Closed positions
66
Increased
9
Reduced
3
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 POTOMAC CAPITAL MANAGEMENT, INC. 23.0K +23.0K (+100.0%) 336.99M +337.0M (+100.0%) 0.20% +0.202 pp 0.27% +0.271 pp USD14.68 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 513.5K +15.4K (+3.1%) 7.54M -3.0K (0.0%) 4.52% +0.114 pp 0.00% +0.000 pp USD28.25 -48.0% 18 qtrs
3 PACIFIC RIDGE CAPITAL PARTNERS, LLC 442.5K +51.1K (+13.1%) 6.50M +570.7K (+9.6%) 3.90% +0.434 pp 1.43% +0.124 pp USD21.38 -31.3% 5 qtrs
4 BLACKROCK, INC. 376.6K +7.5K (+2.0%) 5.53M -59.1K (-1.1%) 3.32% +0.050 pp 0.00% +0.000 pp USD27.38 -46.4% 6 qtrs
5 UBS GROUP AG 213.2K -13.9K (-6.1%) 3.13M -309.2K (-9.0%) 1.88% -0.133 pp 0.00% +0.000 pp USD25.53 -42.5% 18 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 145.5K +7.2K (+5.2%) 2.14M +42.6K (+2.0%) 1.28% +0.058 pp 0.00% +0.000 pp USD22.80 -35.6% 18 qtrs
7 PEMBROKE MANAGEMENT, LTD 99.6K +— (+0.0%) 1.46M -45.8K (-3.0%) 0.88% -0.004 pp 0.15% +0.001 pp USD22.77 -35.5% 13 qtrs
8 STATE STREET CORP 72.7K -3.2K (-4.3%) 1.07M -82.5K (-7.2%) 0.64% -0.032 pp 0.00% +0.000 pp USD25.96 -43.5% 18 qtrs
9 MONIMUS CAPITAL MANAGEMENT, LP 67.3K +38.2K (+131.2%) 987.3K +547.0K (+124.2%) 0.59% +0.335 pp 0.65% +0.380 pp USD14.88 -1.3% 2 qtrs
10 NORTHERN TRUST CORP 62.3K -3.1K (-4.7%) 913.9K -75.1K (-7.6%) 0.55% -0.030 pp 0.00% +0.000 pp USD26.06 -43.7% 13 qtrs
11 KERRISDALE ADVISERS, LLC 60.8K +— (+0.0%) 892.5K -28.0K (-3.0%) 0.54% -0.003 pp 0.42% -0.057 pp USD20.79 -29.4% 11 qtrs
12 ROYAL BANK OF CANADA 53.7K +6.3K (+13.2%) 789.0K +71.0K (+9.9%) 0.47% +0.053 pp 0.00% +0.000 pp USD15.63 -6.1% 17 qtrs
13 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 49.5K -3.0K (-5.6%) 726.9K -67.6K (-8.5%) 0.44% -0.028 pp 0.00% 0.000 pp USD27.52 -46.7% 12 qtrs
14 DIMENSIONAL FUND ADVISORS LP 45.5K -13.2K (-22.4%) 668.3K -220.0K (-24.8%) 0.40% -0.118 pp 0.00% 0.000 pp USD27.63 -46.9% 14 qtrs
15 ANCORA ADVISORS, LLC 42.4K -31.9K (-42.9%) 622.3K -501.9K (-44.6%) 0.37% -0.284 pp 0.01% -0.010 pp USD26.79 -45.2% 5 qtrs
16 ARISTEIA CAPITAL LLC 40.7K +40.7K (+100.0%) 597.0K +597.0K (+100.0%) 0.36% +0.358 pp 0.01% +0.013 pp USD14.68 +0.0% 1 qtrs NEW
17 BANK OF NEW YORK MELLON CORP 38.1K +8.7K (+29.5%) 558.6K +113.6K (+25.5%) 0.34% +0.075 pp 0.00% +0.000 pp USD19.67 -25.4% 17 qtrs
18 SUMMERHAVEN INVESTMENT MANAGEMENT, LLC 37.3K +— (+0.0%) 546.9K -17.1K (-3.0%) 0.33% -0.002 pp 0.31% -0.018 pp USD15.14 -3.0% 2 qtrs
19 KORNITZER CAPITAL MANAGEMENT INC /KS 35.1K +149.0 (+0.4%) 516.0K -13.9K (-2.6%) 0.31% 0.000 pp 0.01% +0.000 pp USD29.83 -50.8% 5 qtrs
20 TREXQUANT INVESTMENT LP 33.0K +17.9K (+118.4%) 484.3K +255.6K (+111.8%) 0.29% +0.157 pp 0.00% +0.002 pp USD21.52 -31.8% 5 qtrs
21 FREESTONE CAPITAL HOLDINGS, LLC 31.0K -1.0K (-3.1%) 455.1K -29.4K (-6.1%) 0.27% -0.010 pp 0.01% -0.001 pp USD45.01 -67.4% 12 qtrs
22 30.0K +30.0K (+100.0%) 440.4K +440.4K (+100.0%) 0.26% +0.264 pp 0.31% +0.307 pp USD14.68 +0.0% 1 qtrs NEW
23 TWO SIGMA INVESTMENTS, LP 27.0K -9.0K (-24.9%) 396.9K -147.9K (-27.2%) 0.24% -0.080 pp 0.00% 0.000 pp USD28.11 -47.8% 12 qtrs
24 TWO SIGMA ADVISERS, LP 26.7K -10.4K (-28.1%) 391.4K -170.3K (-30.3%) 0.23% -0.094 pp 0.00% 0.000 pp USD27.05 -45.7% 12 qtrs
25 JACOBS LEVY EQUITY MANAGEMENT, INC 22.8K -34.0K (-59.8%) 334.6K -524.5K (-61.0%) 0.20% -0.302 pp 0.00% -0.002 pp USD26.73 -45.1% 7 qtrs
26 MILLENNIUM MANAGEMENT LLC 22.5K -10.3K (-31.4%) 329.9K -165.8K (-33.4%) 0.20% -0.092 pp 0.00% 0.000 pp USD22.20 -33.9% 7 qtrs
27 NUVEEN, LLC 21.4K +— (+0.0%) 314.3K -9.8K (-3.0%) 0.19% -0.001 pp 0.00% +0.000 pp USD29.17 -49.7% 4 qtrs
28 FIRST TRUST ADVISORS LP 19.8K +566.0 (+2.9%) 290.7K -539.0 (-0.2%) 0.17% +0.004 pp 0.00% +0.000 pp USD24.57 -40.3% 6 qtrs
29 MORGAN STANLEY 17.4K +6.4K (+58.0%) 255.2K +88.6K (+53.2%) 0.15% +0.056 pp 0.00% +0.000 pp USD24.84 -40.9% 18 qtrs
30 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 16.7K +169.0 (+1.0%) 245.1K -5.1K (-2.0%) 0.15% +0.001 pp 0.00% +0.000 pp USD23.72 -38.1% 11 qtrs
31 EXCHANGE TRADED CONCEPTS, LLC 15.8K -1.9K (-10.6%) 232.0K -35.5K (-13.3%) 0.14% -0.017 pp 0.00% -0.001 pp USD23.24 -36.8% 9 qtrs
32 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14.3K -13.0K (-47.7%) 209.2K -203.7K (-49.3%) 0.13% -0.116 pp 0.00% -0.001 pp USD29.86 -50.8% 13 qtrs
33 BRIDGEWAY CAPITAL MANAGEMENT, LLC 13.9K +— (+0.0%) 204.1K -6.4K (-3.0%) 0.12% -0.001 pp 0.00% 0.000 pp USD27.24 -46.1% 7 qtrs
34 STATE OF WISCONSIN INVESTMENT BOARD 13.6K +13.6K (+100.0%) 199.6K +199.6K (+100.0%) 0.12% +0.120 pp 0.00% +0.000 pp USD14.68 +0.0% 4 qtrs
35 JANNEY MONTGOMERY SCOTT LLC 13.4K -1.7K (-11.2%) 197.0K -31.0K (-13.6%) 0.12% -0.016 pp 0.00% 0.000 pp USD23.47 -37.5% 3 qtrs
36 GOLDMAN SACHS GROUP INC 10.6K +10.6K (+100.0%) 154.9K +154.9K (+100.0%) 0.09% +0.093 pp 0.00% +0.000 pp USD14.68 +0.0% 8 qtrs
37 JANE STREET GROUP, LLC 10.2K +10.2K (+100.0%) 149.5K +149.5K (+100.0%) 0.09% +0.090 pp 0.00% +0.000 pp USD14.68 +0.0% 1 qtrs NEW
38 BARCLAYS PLC 9.2K +1.9K (+25.6%) 135.2K -68.8K (-33.7%) 0.08% +0.016 pp 0.00% +0.000 pp USD23.04 -36.3% 16 qtrs
39 CANADA PENSION PLAN INVESTMENT BOARD 8.4K +8.4K (+100.0%) 123.3K +123.3K (+100.0%) 0.07% +0.074 pp 0.00% +0.000 pp USD14.68 +0.0% 1 qtrs NEW
40 RHUMBLINE ADVISERS 7.3K -480.0 (-6.2%) 106.4K -10.6K (-9.1%) 0.06% -0.005 pp 0.00% +0.000 pp USD24.35 -39.7% 11 qtrs
41 WELLS FARGO & COMPANY/MN 6.8K +2.9K (+73.1%) 99.4K +40.2K (+67.9%) 0.06% +0.025 pp 0.00% +0.000 pp USD19.69 -25.4% 13 qtrs
42 DEUTSCHE BANK AG\ 5.6K -217.0 (-3.8%) 81.7K -5.8K (-6.7%) 0.05% -0.002 pp 0.00% +0.000 pp USD25.86 -43.2% 10 qtrs
43 IFP ADVISORS, INC 5.5K -503.0 (-8.4%) 80.2K -10.1K (-11.2%) 0.05% -0.005 pp 0.00% -0.001 pp USD23.83 -38.4% 6 qtrs
44 BANK OF AMERICA CORP /DE/ 4.5K -2.2K (-32.4%) 66.6K -34.9K (-34.4%) 0.04% -0.019 pp 0.00% +0.000 pp USD21.72 -32.4% 18 qtrs
45 LOS ANGELES CAPITAL MANAGEMENT LLC 3.3K +3.3K (+100.0%) 52.5K +52.5K (+100.0%) 0.03% +0.029 pp 0.00% +0.000 pp USD14.68 +0.0% 1 qtrs NEW
46 NEW YORK STATE COMMON RETIREMENT FUND 3.3K +— (+0.0%) 49.0K -1.5K (-3.0%) 0.03% 0.000 pp 0.00% +0.000 pp USD23.21 -36.8% 11 qtrs
47 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 2.8K +88.0 (+3.2%) 41.3K +39.0 (+0.1%) 0.02% +0.001 pp 0.00% +0.000 pp USD26.81 -45.2% 7 qtrs
48 JPMORGAN CHASE & CO 2.4K +13.0 (+0.5%) 36.0K -930.0 (-2.5%) 0.02% +0.000 pp 0.00% +0.000 pp USD29.94 -51.0% 12 qtrs
49 RUSSELL INVESTMENTS GROUP, LTD. 2.4K +16.0 (+0.7%) 35.4K -868.0 (-2.4%) 0.02% +0.000 pp 0.00% +0.000 pp USD29.28 -49.9% 9 qtrs
50 KESTRA ADVISORY SERVICES, LLC 2.0K +2.0K (+100.0%) 29.4K +29.4K (+100.0%) 0.02% +0.018 pp 0.00% +0.000 pp USD14.68 +0.0% 1 qtrs NEW
51 BNP PARIBAS ARBITRAGE, SNC 1.3K +59.0 (+4.9%) 18.5K +313.0 (+1.7%) 0.01% +0.001 pp 0.00% +0.000 pp USD21.65 -32.2% 12 qtrs
52 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 1.0K +— (+0.0%) 14.8K -463.0 (-3.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD29.89 -50.9% 5 qtrs
53 FMR LLC 701.00 +370.0 (+111.8%) 10.3K +5.3K (+105.4%) 0.01% +0.003 pp 0.00% +0.000 pp USD19.30 -23.9% 11 qtrs
54 TOWER RESEARCH CAPITAL LLC (TRC) 696.00 -1.2K (-62.4%) 10.2K -17.8K (-63.5%) 0.01% -0.010 pp 0.00% -0.001 pp USD20.69 -29.0% 12 qtrs
55 LEGAL & GENERAL GROUP PLC 641.00 +— (+0.0%) 9.4K -296.0 (-3.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD23.35 -37.1% 11 qtrs
56 CITIGROUP INC 487.00 +237.0 (+94.8%) 7.1K +3.4K (+88.9%) 0.00% +0.002 pp 0.00% +0.000 pp USD20.67 -29.0% 14 qtrs
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 364.00 +1.0 (+0.3%) 5.3K -152.0 (-2.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD23.20 -36.7% 11 qtrs
58 AMERITAS INVESTMENT PARTNERS, INC. 351.00 +— (+0.0%) 5.2K -161.0 (-3.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD23.25 -36.9% 11 qtrs
59 JONES FINANCIAL COMPANIES LLLP 324.00 +324.0 (+100.0%) 4.8K +4.8K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD14.68 +0.0% 1 qtrs NEW
60 AMALGAMATED BANK 186.00 +43.0 (+30.1%) 3.0K +1.0K (+50.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD21.26 -31.0% 11 qtrs
61 CWM, LLC 165.00 +96.0 (+139.1%) 2.0K +1.0K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD18.71 -21.5% 4 qtrs
62 HARBOR CAPITAL ADVISORS, INC. 123.00 -2.0 (-1.6%) 2.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.19 -47.9% 6 qtrs
63 OPTIVER HOLDING B.V. 98.00 +— (+0.0%) 1.4K -45.0 (-3.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.13 -3.0% 2 qtrs
64 USA FINANCIAL PORTFORMULAS CORP 61.00 +61.0 (+100.0%) 895.00 +895.0 (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD14.67 +0.1% 1 qtrs NEW
65 COMERICA BANK 50.00 +— (+0.0%) 734.00 -23.0 (-3.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD23.70 -38.1% 3 qtrs
66 GAMMA INVESTING LLC 49.00 +49.0 (+100.0%) 719.00 +719.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.67 +0.1% 8 qtrs
67 NATIONAL BANK OF CANADA /FI/ 48.00 +— (+0.0%) 700.00 -23.0 (-3.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD27.81 -47.2% 6 qtrs
68 KINGDOM FINANCIAL GROUP LLC. 46.00 +46.0 (+100.0%) 675.00 +675.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.67 +0.1% 1 qtrs NEW
69 STERLING CAPITAL MANAGEMENT LLC 38.00 +24.0 (+171.4%) 558.00 +346.0 (+163.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.05 -18.7% 6 qtrs
70 EVERSOURCE WEALTH ADVISORS, LLC 22.00 +21.0 (+2,100.0%) 323.00 +308.0 (+2,053.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.09 -2.7% 4 qtrs
71 ALLWORTH FINANCIAL LP 16.00 +16.0 (+100.0%) 235.00 +235.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.63 +0.3% 1 qtrs NEW
72 FARTHER FINANCE ADVISORS, LLC 12.00 +12.0 (+100.0%) 176.00 +176.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.67 +0.1% 1 qtrs NEW
73 PNC FINANCIAL SERVICES GROUP, INC. 10.00 +10.0 (+100.0%) 147.00 +147.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.60 +0.5% 3 qtrs
74 TRUE WEALTH DESIGN, LLC 10.00 +10.0 (+100.0%) 147.00 +147.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.60 +0.5% 1 qtrs NEW
75 ROTHSCHILD INVESTMENT LLC 4.00 +4.0 (+100.0%) 59.00 +59.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.50 +1.2% 1 qtrs NEW
76 ABOUND WEALTH MANAGEMENT -11.0 (-100.0%) -167.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 6 qtrs SOLD
77 GSA CAPITAL PARTNERS LLP -19.8K (-100.0%) -300.0K (-100.0%) 0.00% -0.176 pp 0.00% -0.025 pp USD 4 qtrs SOLD
78 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. -14.1K (-100.0%) -214.0K (-100.0%) 0.00% -0.125 pp 0.00% -0.001 pp USD 12 qtrs SOLD
79 ADVISOR GROUP HOLDINGS, INC. -127.0 (-100.0%) -2.0K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 18 qtrs SOLD
80 ACADIAN ASSET MANAGEMENT LLC -21.6K (-100.0%) -327.0K (-100.0%) 0.00% -0.192 pp 0.00% -0.001 pp USD 4 qtrs SOLD
81 RENAISSANCE TECHNOLOGIES LLC -19.6K (-100.0%) -296.5K (-100.0%) 0.00% -0.173 pp 0.00% 0.000 pp USD 6 qtrs SOLD
82 QUBE RESEARCH & TECHNOLOGIES LTD -34.9K (-100.0%) -528.1K (-100.0%) 0.00% -0.309 pp 0.00% -0.001 pp USD 4 qtrs SOLD
83 STATE OF TENNESSEE, TREASURY DEPARTMENT -10.8K (-100.0%) -163.0K (-100.0%) 0.00% -0.095 pp 0.00% -0.001 pp USD 3 qtrs SOLD
84 MARSHALL WACE, LLP -59.3K (-100.0%) -897.5K (-100.0%) 0.00% -0.525 pp 0.00% -0.001 pp USD 12 qtrs SOLD
85 MAN GROUP PLC -13.1K (-100.0%) -198.8K (-100.0%) 0.00% -0.116 pp 0.00% 0.000 pp USD 5 qtrs SOLD
86 LPL FINANCIAL LLC -14.7K (-100.0%) -221.8K (-100.0%) 0.00% -0.130 pp 0.00% 0.000 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 46 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust Dow Jones Select MicroCap Index Fund FDM 0.16% 409.1K 0.65%
2 Applied Finance IVS US SMID ETF IVSS 0.14% 17.3K 0.59%
3 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.05% 5.6K 0.29%
4 WisdomTree U.S. SmallCap Fund EES 0.04% 290.1K 0.38%
5 iShares Micro-Cap ETF IWC 0.04% 524.4K 0.60%
6 iShares Russell 2000 Growth ETF IWO 0.01% 1.47M 0.24%
7 Vanguard Russell 2000 Growth ETF VTWG 0.01% 121.4K 0.06%
8 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.01% 149.0K 0.30%
9 iShares Russell 2000 BuyWrite ETF IWMW 0.01% 2.9K 0.39%
10 iShares Russell 2000 ETF IWM 0.01% 4.18M 0.19%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.26
Neutral
Ratio by volume
3.00
Bullish
Buys
49
Sells
39
Shares acquired
293.5K
Shares disposed
32.3K
Cash buys
Cash sales
Net activity
+261,183
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
2026-03-31 VOLLMER SONYA Officer M-Exempt D Restricted Stock Units 355 0.00 708 D
2026-03-31 Thompson Anntoinette Officer F-InKind D Common Stock 186 14.51 2.7K 8,666 D
2026-03-31 Soranno Keating Valerie Director M-Exempt A Common Stock 1,072 0.00 33,426 D
2026-03-31 SHEINBAUM MARC Director M-Exempt D Restricted Stock Units 1,072 0.00 0 D
2026-03-31 Riley H Sanford Director M-Exempt A Common Stock 1,072 0.00 253,438 D
2026-03-31 Peters Nicholas Director M-Exempt A Common Stock 1,072 0.00 44,629 D
2026-03-31 Oleson Lisa Director M-Exempt A Common Stock 1,072 0.00 5,452 D
2026-03-31 O'LEARY MARGARET Officer M-Exempt D Restricted Stock Units 633 0.00 1,264 D
2026-03-31 Mallela Ravi Director M-Exempt A Common Stock 1,072 0.00 8,130 D
2026-03-31 LOWE JOHN Director / Officer F-InKind D Common Stock 2,108 14.51 30.6K 61,606 D
2026-03-31 Grantham Terra Lee Officer M-Exempt D Restricted Stock Units 296 0.00 588 D
2026-03-31 FUREY THOMAS Director M-Exempt D Restricted Stock Units 1,072 0.00 0 D
2026-03-31 Dragovich Darren Officer A-Award A Phantom Stock 9,527 0.00 9,527 D
2026-03-31 Dixon Robert Michael Officer A-Award A Restricted Stock Units 2,596 0.00 2,596 D
2026-03-31 Carmignani Donna Abbey Officer M-Exempt A Common Stock 231 0.00 10,415 D
2026-03-31 Boada Ernesto Officer F-InKind D Common Stock 166 14.51 2.4K 4,161 D
2026-03-29 VOLLMER SONYA Officer F-InKind D Common Stock 126 14.19 1.8K 7,712 D
2026-03-29 Thompson Anntoinette Officer F-InKind D Common Stock 211 14.19 3.0K 8,219 D
2026-03-29 O'LEARY MARGARET Officer F-InKind D Common Stock 279 14.19 4.0K 27,132 D
2026-03-29 LOWE JOHN Director / Officer M-Exempt D Restricted Stock Units 6,469 0.00 6,469 D
2026-03-29 Grantham Terra Lee Officer M-Exempt A Common Stock 404 0.00 15,068 D
2026-03-29 Dixon Robert Michael Officer F-InKind D Common Stock 73 14.19 1.0K 7,717 D
2026-03-29 Carmignani Donna Abbey Officer M-Exempt A Common Stock 371 0.00 10,288 D
2026-02-13 Grantham Terra Lee Officer Stock Option (Right to Buy) 368 26.61 9.8K 0 D
2026-02-13 Dixon Robert Michael Officer Restricted Stock Units 1,870 0.00 0 D
2025-12-04 Tricor PMT25 Holdings Inc. 10% Owner Common Stock 0 0.00 2,176,056 I
2025-12-04 Riley H Sanford Director P-Purchase A Common Stock 200,000 13.51 2.70M 252,366 D
2025-12-04 Parallel49 Equity, ULC 10% Owner S-Sale D Common Stock 2,126,056 13.51 28.72M 2,687,921 D
2025-11-30 VOLLMER SONYA Officer M-Exempt D Restricted Stock Units 553 0.00 0 D
2025-11-30 Thompson Anntoinette Officer M-Exempt D Restricted Stock Units 1,041 0.00 0 D
2025-11-30 O'LEARY MARGARET Officer M-Exempt D Restricted Stock Units 3,703 0.00 3,703 D
2025-11-30 LOWE JOHN Director / Officer F-InKind D Common Stock 3,184 13.51 43.0K 55,298 D
2025-11-30 Hochstadt Jeffrey Officer M-Exempt D Restricted Stock Units 1,488 0.00 0 D
2025-11-30 Carmignani Donna Abbey Officer M-Exempt D Restricted Stock Units 535 0.00 0 D
2025-11-29 VOLLMER SONYA Officer M-Exempt D Restricted Stock Unit 326 0.00 648 D
2025-11-29 Thompson Anntoinette Officer M-Exempt D Restricted Stock Units 611 0.00 1,216 D
2025-11-29 Soranno Keating Valerie Director M-Exempt D Restricted Stock Units 909 0.00 0 D
2025-11-29 SHEINBAUM MARC Director M-Exempt A Common Stock 909 0.00 17,436 D
2025-11-29 Riley H Sanford Director M-Exempt A Common Stock 909 0.00 52,366 D
2025-11-29 Peters Nicholas Director M-Exempt D Restricted Stock Units 909 0.00 0 D
2025-11-29 Oleson Lisa Director M-Exempt A Common Stock 909 0.00 4,380 D
2025-11-29 O'LEARY MARGARET Officer F-InKind D Common Stock 176 13.51 2.4K 23,062 D
2025-11-29 Mallela Ravi Director M-Exempt A Common Stock 909 0.00 7,058 D
2025-11-29 LOWE JOHN Director / Officer M-Exempt D Restricted Stock Units 4,064 0.00 8,122 D
2025-11-29 Hochstadt Jeffrey Officer M-Exempt A Common Stock 1,022 0.00 21,403 D
2025-11-29 FUREY THOMAS Director M-Exempt D Restricted Stock Units 909 0.00 0 D
2025-11-29 Dragovich Darren Officer M-Exempt A Common Stock 458 0.00 2,943 D
2025-11-29 Carmignani Donna Abbey Officer M-Exempt A Common Stock 234 0.00 9,604 D
2025-11-29 Boada Ernesto Officer M-Exempt D Restricted Stock Units 611 0.00 1,216 D
2025-11-28 VOLLMER SONYA Officer A-Award A Restricted Stock Units 2,307 0.00 2,307 D
2025-11-28 Thompson Anntoinette Officer A-Award A Restricted Stock Units 4,115 0.00 4,115 D
2025-11-28 Soranno Keating Valerie Director A-Award A Restricted Stock Units 2,326 0.00 2,326 D
2025-11-28 SHEINBAUM MARC Director A-Award A Restricted Stock Units 2,326 0.00 2,326 D
2025-11-28 Riley H Sanford Director A-Award A Restricted Stock Units 2,326 0.00 2,326 D
2025-11-28 Peters Nicholas Director A-Award A Restricted Stock Units 2,326 0.00 2,326 D
2025-11-28 Oleson Lisa Director A-Award A Restricted Stock Units 2,326 0.00 2,326 D
2025-11-28 O'LEARY MARGARET Officer A-Award A Restricted Stock Units 4,115 0.00 4,115 D
2025-11-28 Mallela Ravi Director A-Award A Restricted Stock Units 2,326 0.00 2,326 D
2025-11-28 LOWE JOHN Director / Officer A-Award A Restricted Stock Units 31,180 0.00 31,180 D
2025-11-28 Hochstadt Jeffrey Officer A-Award A Restricted Stock Units 7,172 0.00 7,172 D
2025-11-28 FUREY THOMAS Director A-Award A Restricted Stock Units 2,326 0.00 2,326 D
2025-11-28 Dragovich Darren Officer A-Award A Restricted Stock Units 2,806 0.00 2,806 D
2025-11-28 Carmignani Donna Abbey Officer A-Award A Restricted Stock Units 1,491 0.00 1,491 D
2025-11-28 Boada Ernesto Officer A-Award A Restricted Stock Units 3,741 0.00 3,741 D
2025-11-06 Riley H Sanford Director P-Purchase A Common Stock 10,000 14.20 142.0K 51,457 D
2025-10-31 Dragovich Darren Officer F-InKind D Common Stock 1,004 15.64 15.7K 2,485 D
2025-10-31 Boada Ernesto Officer F-InKind D Common Stock 1,338 15.64 20.9K 3,315 D
2025-08-31 VOLLMER SONYA Officer M-Exempt A Common Stock 1,764 0.00 5,734 D
2025-08-31 Thompson Anntoinette Officer M-Exempt D Restricted Stock Units 3,174 0.00 0 D
2025-08-31 O'LEARY MARGARET Officer M-Exempt D Restricted Stock Units 729 0.00 0 D
2025-08-31 LOWE JOHN Director / Officer M-Exempt A Common Stock 5,067 0.00 51,197 D
2025-08-31 Hochstadt Jeffrey Officer M-Exempt D Restricted Stock Units 1,041 0.00 0 D
2025-08-31 Carmignani Donna Abbey Officer F-InKind D Common Stock 108 15.58 1.7K 9,370 D
2025-08-30 VOLLMER SONYA Officer M-Exempt A Common Stock 331 0.00 4,076 D
2025-08-30 Thompson Anntoinette Officer M-Exempt D Restricted Stock Units 621 0.00 1,238 D
2025-08-30 Soranno Keating Valerie Director M-Exempt D Restricted Stock Units 924 0.00 0 D
2025-08-30 SHEINBAUM MARC Director M-Exempt A Common Stock 924 0.00 16,527 D
2025-08-30 Riley H Sanford Director M-Exempt A Common Stock 924 0.00 41,457 D
2025-08-30 Peters Nicholas Director M-Exempt A Common Stock 924 0.00 42,648 D
2025-08-30 Oleson Lisa Director M-Exempt A Common Stock 924 0.00 3,471 D
2025-08-30 O'LEARY MARGARET Officer M-Exempt A Common Stock 621 0.00 20,441 D
2025-08-30 Mallela Ravi Director M-Exempt A Common Stock 924 0.00 6,149 D
2025-08-30 LOWE JOHN Director / Officer F-InKind D Common Stock 1,818 15.58 28.3K 46,130 D
2025-08-30 Hochstadt Jeffrey Officer M-Exempt D Restricted Stock Units 1,040 0.00 2,076 D
2025-08-30 FUREY THOMAS Director M-Exempt D Restricted Stock Units 924 0.00 0 D
2025-08-30 Carmignani Donna Abbey Officer M-Exempt D Restricted Stock Units 238 0.00 474 D
2025-08-29 VOLLMER SONYA Officer A-Award A Restricted Stock Units 1,931 0.00 1,931 D
2025-08-29 Thompson Anntoinette Officer A-Award A Restricted Stock Units 3,446 0.00 3,446 D
2025-08-29 Soranno Keating Valerie Director A-Award A Restricted Stock Units 1,948 0.00 1,948 D
2025-08-29 SHEINBAUM MARC Director A-Award A Restricted Stock Units 1,948 0.00 1,948 D
2025-08-29 Riley H Sanford Director A-Award A Restricted Stock Units 1,948 0.00 1,948 D
2025-08-29 Peters Nicholas Director A-Award A Restricted Stock Units 1,948 0.00 1,948 D
2025-08-29 Oleson Lisa Director A-Award A Restricted Stock Units 1,948 0.00 1,948 D
2025-08-29 O'LEARY MARGARET Officer A-Award A Restricted Stock Units 3,446 0.00 3,446 D
2025-08-29 Mallela Ravi Director A-Award A Restricted Stock Units 1,948 0.00 1,948 D
2025-08-29 LOWE JOHN Director / Officer A-Award A Restricted Stock Units 26,106 0.00 26,106 D
2025-08-29 Hochstadt Jeffrey Officer A-Award A Restricted Stock Units 6,005 0.00 6,005 D
2025-08-29 FUREY THOMAS Director A-Award A Restricted Stock Units 1,948 0.00 1,948 D
2025-08-29 Dragovich Darren Officer A-Award A Restricted Stock Units 2,349 0.00 2,349 D
2025-08-29 Carmignani Donna Abbey Officer A-Award A Restricted Stock Units 1,248 0.00 1,248 D
2025-08-29 Boada Ernesto Officer A-Award A Restricted Stock Units 3,132 0.00 3,132 D
2025-08-14 Mallela Ravi Director P-Purchase A Common Stock 623 16.11 10.0K 5,225 D
2025-08-12 Riley H Sanford Director P-Purchase A Common Stock 10,000 15.75 157.5K 31,033 D
2025-06-30 Carmignani Donna Abbey Officer A-Award A Performance Stock Units 750 0.00 750 D
2025-06-09 VOLLMER SONYA Officer M-Exempt D Restricted Stock Units 1,184 0.00 1,184 D
2025-06-09 O'LEARY MARGARET Officer M-Exempt D Restricted Stock Units 2,229 0.00 2,229 D
2025-06-09 LOWE JOHN Director / Officer M-Exempt D Restricted Stock Units 3,401 0.00 3,401 D
2025-06-09 Hochstadt Jeffrey Officer M-Exempt D Restricted Stock Units 2,123 0.00 2,123 D
2025-05-31 VOLLMER SONYA Officer M-Exempt A Common Stock 669 0.00 3,104 D
2025-05-31 Thompson Anntoinette Officer M-Exempt A Common Stock 531 0.00 4,020 D
2025-05-31 Soranno Keating Valerie Director M-Exempt A Common Stock 1,067 0.00 30,521 D
2025-05-31 SHEINBAUM MARC Director M-Exempt A Common Stock 1,067 0.00 15,603 D
2025-05-31 Riley H Sanford Director M-Exempt A Common Stock 1,067 0.00 21,033 D
2025-05-31 Peters Nicholas Director M-Exempt D Restricted Stock Units 1,067 0.00 0 D
2025-05-31 Oleson Lisa Director M-Exempt D Restricted Stock Units 1,067 0.00 0 D
2025-05-31 O'LEARY MARGARET Officer M-Exempt A Common Stock 1,254 0.00 18,593 D
2025-05-31 Mallela Ravi Director M-Exempt A Common Stock 1,067 0.00 4,602 D
2025-05-31 LOWE JOHN Director / Officer M-Exempt D Restricted Stock Units 821 0.00 0 D
2025-05-31 Hochstadt Jeffrey Officer M-Exempt A Common Stock 1,967 0.00 16,196 D
2025-05-31 FUREY THOMAS Director M-Exempt D Restricted Stock Units 1,067 0.00 0 D
2025-05-31 Carmignani Donna Abbey Officer M-Exempt A Common Stock 552 0.00 9,094 D
2025-05-30 VOLLMER SONYA Officer A-Award A Restricted Stock Units 1,381 0.00 1,381 D
2025-05-30 Thompson Anntoinette Officer A-Award A Restricted Stock Units 2,464 0.00 2,464 D
2025-05-30 Soranno Keating Valerie Director A-Award A Restricted Stock Units 1,393 0.00 1,393 D
2025-05-30 SHEINBAUM MARC Director A-Award A Restricted Stock Units 1,393 0.00 1,393 D
2025-05-30 Riley H Sanford Director A-Award A Restricted Stock Units 1,393 0.00 1,393 D
2025-05-30 Peters Nicholas Director A-Award A Restricted Stock Units 1,393 0.00 1,393 D
2025-05-30 Oleson Lisa Director A-Award A Restricted Stock Units 1,393 0.00 1,393 D
2025-05-30 O'LEARY MARGARET Officer A-Award A Restricted Stock Units 2,464 0.00 2,464 D
2025-05-30 Mallela Ravi Director A-Award A Restricted Stock Units 1,393 0.00 1,393 D
2025-05-30 LOWE JOHN Director / Officer A-Award A Restricted Stock Units 18,669 0.00 18,669 D
2025-05-30 Hochstadt Jeffrey Officer A-Award A Restricted Stock Units 4,294 0.00 4,294 D
2025-05-30 FUREY THOMAS Director A-Award A Restricted Stock Units 1,393 0.00 1,393 D
2025-05-30 Dragovich Darren Officer A-Award A Restricted Stock Units 1,680 0.00 1,680 D
2025-05-30 Carmignani Donna Abbey Officer A-Award A Restricted Stock Units 893 0.00 893 D
2025-05-30 Boada Ernesto Officer A-Award A Restricted Stock Units 2,240 0.00 2,240 D
2025-05-23 LOWE JOHN Director / Officer P-Purchase A Common Stock 3,500 19.97 69.9K 38,781 D
2025-05-22 LOWE JOHN Director / Officer P-Purchase A Common Stock 9,000 20.14 181.3K 35,281 D
2025-05-15 Oleson Lisa Director P-Purchase A Common Stock 895 22.56 20.2K 1,480 D
2025-05-15 Hochstadt Jeffrey Officer M-Exempt D Restricted Stock Units 3,467 0.00 0 D
2025-05-15 Carmignani Donna Abbey Officer M-Exempt A Common Stock 3,698 0.00 9,606 D
2025-05-12 Mallela Ravi Director P-Purchase A Common Stock 500 19.80 9.9K 3,535 D
2025-05-09 Riley H Sanford Director P-Purchase A Common Stock 15,000 21.51 322.7K 19,966 D
2025-03-31 VOLLMER SONYA Officer M-Exempt A Common Stock 218 0.00 2,491 D
2025-03-31 Thompson Anntoinette Officer A-Award A Restricted Stock Units 1,897 0.00 1,897 D
2025-03-31 Soranno Keating Valerie Director A-Award A Restricted Stock Units 1,072 0.00 1,072 D
2025-03-31 SHEINBAUM MARC Director A-Award A Restricted Stock Units 1,072 0.00 1,072 D
2025-03-31 Riley H Sanford Director A-Award A Restricted Stock Units 1,072 0.00 1,072 D
2025-03-31 Peters Nicholas Director A-Award A Restricted Stock Units 1,072 0.00 1,072 D
2025-03-31 Oleson Lisa Director A-Award A Restricted Stock Units 1,072 0.00 1,072 D
2025-03-31 O'LEARY MARGARET Officer F-InKind D Common Stock 119 29.17 3.5K 17,339 D
2025-03-31 Mallela Ravi Director A-Award A Restricted Stock Units 1,072 0.00 1,072 D
2025-03-31 LOWE JOHN Director / Officer A-Award A Restricted Stock Units 14,375 0.00 14,375 D
2025-03-31 Hochstadt Jeffrey Officer A-Award A Restricted Stock Units 3,306 0.00 3,306 D
2025-03-31 FUREY THOMAS Director A-Award A Restricted Stock Units 1,072 0.00 1,072 D
2025-03-31 Dragovich Darren Officer A-Award A Restricted Stock Units 1,293 0.00 1,293 D
2025-03-31 Carmignani Donna Abbey Officer M-Exempt A Common Stock 211 0.00 5,968 D
2025-03-31 Boada Ernesto Officer A-Award A Restricted Stock Units 1,725 0.00 1,725 D
2025-03-29 VOLLMER SONYA Officer M-Exempt A Common Stock 518 0.00 2,427 D
2025-03-29 Thompson Anntoinette Officer M-Exempt D Restricted Stock Units 720 0.00 1,434 D
2025-03-29 Soranno Keating Valerie Director M-Exempt A Common Stock 1,448 0.00 29,454 D
2025-03-29 SHEINBAUM MARC Director M-Exempt D Restricted Stock Units 1,448 0.00 0 D
2025-03-29 Riley H Sanford Director M-Exempt D Restricted Stock Units 1,448 0.00 0 D
2025-03-29 Peters Nicholas Director M-Exempt A Common Stock 1,448 0.00 40,657 D
2025-03-29 O'LEARY MARGARET Officer F-InKind D Common Stock 280 28.80 8.1K 17,047 D
2025-03-29 Mallela Ravi Director M-Exempt D Restricted Stock Units 1,448 0.00 0 D
2025-03-29 LOWE JOHN Director / Officer M-Exempt A Common Stock 6,471 0.00 28,776 D
2025-03-29 Hochstadt Jeffrey Officer M-Exempt A Common Stock 1,629 0.00 12,228 D
2025-03-29 FUREY THOMAS Director M-Exempt A Common Stock 1,448 0.00 10,657 D
2025-03-29 Carmignani Donna Abbey Officer M-Exempt A Common Stock 374 0.00 5,862 D
2024-12-02 Riley H Sanford Director P-Purchase A Common Stock 2,000 32.51 65.0K 9,500 I
2024-11-30 Williams Sarah Elizabeth Officer M-Exempt D Restricted Stock Units 2,823 0.00 5,642 D
2024-11-30 Vollmer Sonya Officer M-Exempt A Common Stock 2,524 0.00 2,524 D
2024-11-30 Thompson Anntoinette Officer 0 0.00 0
2024-11-30 Soranno Keating Valerie Director M-Exempt D Restricted Stock Units 1,587 0.00 0 D
2024-11-30 SHEINBAUM MARC Director M-Exempt A Common Stock 1,587 0.00 13,088 D
2024-11-30 Riley H Sanford Director M-Exempt A Common Stock 1,587 0.00 3,518 D
2024-11-30 Peters Nicholas A Director M-Exempt D Restricted Stock Units 1,587 0.00 0 D
2024-11-30 O'Leary Margaret Elizabeth Officer M-Exempt A Common Stock 4,746 0.00 17,721 D
2024-11-30 Mallela Ravi Director M-Exempt A Common Stock 1,587 0.00 1,587 D
2024-11-30 Lowe John Daniel Director / Officer M-Exempt D Restricted Stock Units 1,589 0.00 1,589 D
2024-11-30 Hochstadt Jeffrey A. Officer M-Exempt A Common Stock 5,017 0.00 12,042 D
2024-11-30 Furey Thomas M Director M-Exempt A Common Stock 1,587 0.00 9,209 D
2024-11-30 Carmignani Donna Abbey Officer M-Exempt A Common Stock 536 0.00 5,643 D
2024-11-29 Williams Sarah Elizabeth Officer A-Award A Restricted Stock Units 773 0.00 773 D
2024-11-29 Vollmer Sonya Officer A-Award A Restricted Stock Units 974 0.00 974 D
2024-11-29 Thompson Anntoinette Officer A-Award A Restricted Stock Units 1,827 0.00 1,827 D
2024-11-29 Soranno Keating Valerie Director A-Award A Restricted Stock Units 909 0.00 909 D
2024-11-29 SHEINBAUM MARC Director A-Award A Restricted Stock Units 909 0.00 909 D
2024-11-29 Riley H Sanford Director A-Award A Restricted Stock Units 909 0.00 909 D
2024-11-29 Peters Nicholas A Director A-Award A Restricted Stock Units 909 0.00 909 D
2024-11-29 Oleson Lisa Director A-Award A Restricted Stock Units 909 0.00 909 D
2024-11-29 O'Leary Margaret Elizabeth Officer A-Award A Restricted Stock Units 1,827 0.00 1,827 D
2024-11-29 Mallela Ravi Director A-Award A Restricted Stock Units 909 0.00 909 D
2024-11-29 Lowe John Daniel Director / Officer A-Award A Restricted Stock Units 12,186 0.00 12,186 D
2024-11-29 Hochstadt Jeffrey A. Officer A-Award A Restricted Stock Units 3,064 0.00 3,064 D
2024-11-29 Furey Thomas M Director A-Award A Restricted Stock Units 909 0.00 909 D
2024-11-29 Dragovich Darren Officer A-Award A Restricted Stock Units 1,370 0.00 1,370 D
2024-11-29 Carmignani Donna Abbey Officer A-Award A Restricted Stock Units 700 0.00 700 D
2024-11-29 Boada Ernesto Officer A-Award A Restricted Stock Units 1,827 0.00 1,827 D

Executive team

Top executives
EBIT / Employee
36.6K
Shares Outstanding
11.46M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 John Lowe, President, Chief Executive Officer and Director ​ 648.4K 2.61M 520.0K 14.0K 3.79M 68.84%
2 2025 Jeffrey Hochstadt, Former Chief Financial Officer ​ 440.9K 621.2K 291.2K 12.4K 1.37M 45.48%
3 2025 Toni Thompson, Chief Operating Officer ​ 484.8K 324.8K 244.8K 14.0K 1.07M 30.40%
4 2024 Scott Scheirman, Former President, Chief Executive Officer and Director ​ 134.6K 5.10M 5.24M 0.00%
5 2024 John Lowe, President, Chief Executive Officer and Director ​ 621.2K 3.10M 783.1K 38.5K 4.55M 68.26%
6 2024 Jeffrey Hochstadt, Chief Financial Officer 423.9K 371.7K 438.6K 9.3K 1.24M 29.89%
7 2024 Jeffrey Hochstadt, Former Chief Financial Officer ​ 423.9K 371.7K 438.6K 9.3K 1.24M 29.89%
8 2024 Lane Dubin, Former EVP and Chief Development and Digital Officer ​ 318.8K 68.1K 163.2K 549.4K 1.10M 6.20%
9 2024 Sarah Kilgore, Former Chief Legal and Compliance Officer and Corporate Secretary 312.3K 280.9K 42.5K 211.4K 214.7K 1.06M 30.46%
10 2024 Toni Thompson, EVP Debit and Credit Solutions 464.5K 193.6K 356.5K 14.0K 1.03M 18.82%
11 2024 Toni Thompson, Chief Operating Officer ​ 464.5K 193.6K 356.5K 14.0K 1.03M 18.82%
12 2023 Scott Scheirman, Former President, Chief Executive Officer and Director ​ 695.2K 3.37M 1.31M 682.2K 13.2K 6.07M 77.10%
13 2023 John Lowe, President, Chief Executive Officer and Director ​ 500.0K 984.7K 66.6K 197.8K 13.2K 1.76M 59.66%
14 2023 Lane Dubin, Former EVP and Chief Development and Digital Officer ​ 605.0K 697.0K 47.2K 201.7K 13.2K 1.56M 47.58%
15 2022 Scott Scheirman, President, Chief Executive Officer and Director ​ 659.6K 2.76M 12.2K 3.43M 0.00%
16 2022 Lane Dubin, EVP and Chief Development and Digital Officer ​ 500.5K 815.4K 12.2K 1.33M 0.00%
17 2022 John Lowe, EVP, End-to-End Solutions ​ 420.0K 714.0K 12.2K 1.15M 0.00%
18 2021 Scott Scheirman, President, Chief Executive Officer and Director ​ 609.2K 574.8K 573.2K 2.52M 11.6K 4.29M 26.77%
19 2021 Lane Dubin, EVP and Chief Development and Digital Officer ​ 468.1K 156.1K 155.6K 764.0K 11.6K 1.56M 20.04%
20 2021 Lane Dubin, SVP and GM, PPD, Perso II 468.1K 156.1K 155.6K 764.0K 11.6K 1.56M 20.04%
21 2021 John Lowe, SVP and GM, Secure Card ​ 372.5K 142.3K 142.0K 631.7K 2.1K 1.29M 22.03%
22 2021 John Lowe, EVP, End-to-End Solutions ​ 372.5K 142.3K 142.0K 631.7K 2.1K 1.29M 22.03%
23 2020 Scott Scheirman, President, Chief Executive Officer and Director ​ 615.0K 562.2K 116.1K 2.02M 11.4K 3.32M 3.49%
24 2020 Guy DiMaggio, SVP and GM, Secure Card ​ 389.4K 221.7K 29.2K 508.5K 11.4K 1.16M 2.52%
25 2020 John Lowe, SVP and GM, Secure Card ​ 356.8K 254.8K 27.8K 481.1K 11.4K 1.13M 2.46%
26 2020 John Lowe, Chief Financial Officer 356.8K 254.8K 27.8K 481.1K 11.4K 1.13M 2.46%
27 2019 Scott Scheirman, President, Chief Executive Officer and Director 588.3K 710.7K 3.05M 0.00%
28 2019 Scott Scheirman, President, Chief Executive Officer and Director ​ 588.3K 710.7K 1.75M 4.4K 3.05M 0.00%
29 2019 Lane Dubin, SVP and GM, Card@Once, Personalization and Prepaid 359.6K 404.2K 1.21M 0.00%
30 2019 Guy DiMaggio, SVP and GM, Secure Card ​ 330.8K 305.7K 400.3K 10.7K 1.05M 0.00%
31 2019 Guy DiMaggio, SVP and GM, Secure Card 330.8K 305.7K 1.05M 0.00%
32 2018 Scott Scheirman, President and Chief Executive Officer 575.0K 690.0K 2.36M 0.00%
33 2018 Lane Dubin, SVP and GM, Prepaid and Instant Issuance 341.7K 231.9K 992.8K 0.00%
34 2018 Jason Bohrer, SVP and GM, Secure Card 316.7K 199.5K 820.2K 0.00%
35 2017 Lillian Etzkorn, Chief Financial Officer 394.2K 261.2K 153.7K 261.7K 42.1K 1.11M 37.33%
36 2017 Scott Scheirman, President and Chief Executive Officer 132.7K 50.0K 501.7K 154.8K 79.0K 918.2K 60.09%
37 2017 Steven Montross Former President and Chief Executive Officer 607.1K 87.7K 694.8K 0.00%
38 2017 Lane Dubin, SVP and General Manager, Prepaid and Instant Issuance 328.3K 58.9K 39.8K 101.0K 10.8K 538.8K 26.13%
39 2016 Steven Montross President and Chief Executive Officer 520.2K 300.0K 396.0K 29.4K 1.25M 55.88%
40 2016 Steven Montross Former President and Chief Executive Officer 520.2K 300.0K 396.0K 29.4K 1.25M 55.88%
41 2016 David Brush former Chief Financial Officer 450.0K 185.0K 117.9K 17.7K 770.6K 39.31%
42 2016 Jason Bohrer, Senior Vice President US Operations 178.8K 147.6K 165.1K 491.6K 30.02%
43 2015 David Brush former Chief Financial Officer 241.9K 1.40M 323.5K 39.5K 9.6K 2.01M 85.53%
44 2015 David Brush Chief Financial Officer 241.9K 1.40M 323.5K 39.5K 9.6K 2.01M 85.53%
45 2015 Steven Montross President and Chief Executive Officer 484.7K 1.05M 82.0K 22.6K 1.64M 64.11%
46 2015 Lisa Jacoba Chief Human Resources Officer 129.0K 416.0K 105.6K 24.1K 2.4K 677.1K 77.03%
47 2014 Steven Montross President and Chief Executive Officer 415.7K 207.9K 207.9K 22.8K 854.2K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-08 DEFA14A
2026-04-08 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-04-08 DEFA14A
2026-04-08 DEF 14A
2026-04-08 ARS
2026-04-02 4
2026-04-02 4
2026-04-02 4
2026-04-02 4
2026-04-02 4

Executive team

NameTitleCompensationGender
John D. Lowe President, Chief Executive Officer & Director 1M male
Jeffrey A. Hochstadt Advisor 744.5K male
Toni Thompson Chief Operating Officer 743.6K female
Ernesto Boada Chief Technology Officer male
Donna Abbey Carmignani Chief Accounting Officer & Controller female
Diane Felton Chief of Staff female
Margaret O'Leary Chief Commercial Officer female
Rob Dixon Chief Digital Officer male
Sonya Vollmer Chief Human Resources Officer female
Terra Grantham Senior VP of Enterprise Strategy & Growth and Interim CFO female
Darren A. Dragovich Chief Legal & Compliance Officer and Secretary male
ESG Rating
B-
FINANCIAL - CREDIT SERVICES
2026
E (Environmental)
38.5 / 60.0
Company / Sector avg.
S (Social)
69.6 / 63.1
Company / Sector avg.
G (Governance)
60.1 / 59.1
Company / Sector avg.
ESG Total
56.1 / 60.7
Company / Sector avg.
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)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits