CPI Card Group Inc. (PMTS)
Littleton, CO, US
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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.53% | +5.67% | -9.18% | +40.21% | +12.83% | +7.83% | -22.71% | -40.69% | -9.65% | -21.05% | -68.34% |
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 | 0 | 0 |
| Buy | 4 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| 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%
|
-
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)
* 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 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
|
| 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
Ownership Overview
| # | 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)
| # | 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 |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for PMTS
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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