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Priority Technology Holdings, Inc. (PRTH)

USD7.13 -0.01 (-0.21%)
US NASDAQ Technology Software - Infrastructure
Address 2001 Westside Parkway 30004
Alpharetta, GA, US
CEO Thomas Charles Priore
Website prth.com
IPO 2016-12-06
CIK 1653558 ISIN US74275G1076

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Also trades on NASDAQ Capital Market · PRTH (USD) Other OTC · PRTHU (USD) Other OTC · PRTHW (USD)
Description

Priority Technology Holdings, Inc. operates as a payment technology firm primarily within the United States. Its operations are organized into three distinct divisions: payments for small and medium-sized businesses (SMB), business-to-business (B2B) transactions, and enterprise-level payment solutions. The company offers the MX product suite, which encompasses MX Connect and a range of MX Merchant tools, including MX Insights, MX Storefront, MX Retail, MX Invoice, MX B2B, and ACH.com, among others. These products deliver a flexible and adaptable set of business applications designed to assist merchant clients and resellers in managing crucial business functions and enhancing revenue performance, all by leveraging core payment processing. Additionally, Priority Technology Holdings presents CPX, a platform that streamlines accounts payable processes. This solution integrates various payment methods such as virtual cards, purchase cards, advanced ACH, dynamic discounting, and traditional checks. Beyond its core offerings, the company extends tailored managed services and a comprehensive suite of integrated accounts payable automation solutions to financial institutions and card networks. It also develops payment-adjacent technologies aimed at simplifying the acceptance of electronic payments from customers. For its enterprise clientele, Priority delivers embedded payment and banking solutions, helping them modernize legacy systems and enabling software partners to more effectively monetize their payment services. The company further provides specialized managed service programs for institutional partners and other third parties, alongside offering consulting and development expertise. Priority Technology Holdings serves a diverse customer base, including SMBs, large enterprises, and a broad network of distribution partners, such as retail and wholesale independent sales organizations, financial institutions, and independent software vendors. Established in 2005, Priority Technology Holdings, Inc. is headquartered in Alpharetta, Georgia.

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
USD7.13 -0.01 (-0.21%)
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Volume Profile
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Liquidity & share structure
Average Volume
361.6K
Beta
1.56
Float Shares
28.84M
Free Float %
35.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+5.69% +12.08% +27.74% +11.86% +2.77% +8.99% -18.41% +65.00% -4.96% -39.39% -39.39%
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 (5 ratings, all time) Buy
Price Targets & DCF
Current price
7.13
Low 11.00 +54.4%
Consensus 12.00 +68.4%
Median 12.00 +68.4%
High 13.00 +82.5%
DCF (Unlevered) 40.81 +472.7%
DCF (Levered) 43.91 +516.3%

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) 80% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 4 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
11.00
+54.4%
All Time 2
12.00
+68.4%
Quality scores
Altman Z-Score
0.66
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Software - Infrastructure: +13.7%
    +8.3% Q1'26: +11.1% (vs Q1'25)
  • EPS growth Software - Infrastructure: +28.7%
    +319.4% Q1'26: +20.0% (vs Q1'25)
  • FCF margin FCF growth · Software - Infrastructure: +32.2%
    +7.4% Q1'26: +7.3% (vs Q1'25)
  • EBIT margin Software - Infrastructure: +8.8%
    +14.8% Q1'26: +0.0% (vs Q1'25)
  • ROIC Software - Infrastructure: +6.6%
    +16.1% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Software - Infrastructure: +0.0%
    +4.5% Q1'26: +4.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Infrastructure: -1.06×
    5.12× Q1'26: 0.01× (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 (1.49) × ERP
WACC = 32% × Ke + 68% × Kd (8.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 40.81 Current price: 7.13
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 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.
3 EPS Ana.
Dec 2027
3 Rev. Ana.
3 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
371.85M
est: 427.70M (-13.1%)
404.34M
est: 404.30M (+0.0%)
514.90M
est: 514.93M (0.0%)
663.64M
est: 651.34M (+1.9%)
755.61M
est: 813.88M (-7.2%)
879.70M
est: 879.61M (+0.0%)
953.01M
est: 953.90M (-0.1%)
1.03B
1.02B – 1.03B
+7.5% YoY
1.10B
1.09B – 1.10B
+6.8% YoY
1.18B
1.18B – 1.18B
+7.7% YoY
EBITDA
46.99M
est: 100.64M (-53.3%)
167.57M
est: 95.13M (+76.1%)
82.31M
est: 121.16M (-32.1%)
127.44M
est: 153.26M (-16.8%)
151.66M
est: 222.65M (-31.9%)
184.27M
est: 240.64M (-23.4%)
204.43M
est: 260.96M (-21.7%)
280.50M
279.69M – 281.15M
+7.5% YoY
299.65M
298.78M – 300.34M
+6.8% YoY
322.87M
322.87M – 322.87M
+7.7% YoY
EBIT
7.89M
est: 61.26M (-87.1%)
126.80M
est: 57.91M (+119.0%)
32.62M
est: 73.75M (-55.8%)
56.75M
est: 93.29M (-39.2%)
83.26M
est: 203.75M (-59.1%)
126.23M
est: 220.20M (-42.7%)
141.25M
est: 238.80M (-40.9%)
256.68M
255.94M – 257.27M
+7.5% YoY
274.20M
273.41M – 274.84M
+6.8% YoY
295.45M
295.45M – 295.45M
+7.7% YoY
Net Income
-33.59M
est: -26.52M (-26.7%)
25.66M
est: 49.14M (-47.8%)
1.39M
est: -16.12M (+108.6%)
-2.15M
est: -32.74M (+93.4%)
-1.31M
est: -52.67M (+97.5%)
24.02M
est: -11.13M (+315.8%)
55.68M
est: 80.31M (-30.7%)
77.64M
77.38M – 77.91M
-3.3% YoY
91.94M
91.63M – 92.25M
+18.4% YoY
113.20M
112.82M – 113.58M
+23.1% YoY
SGA
73.01M
est: 66.19M (+10.3%)
65.33M
est: 62.57M (+4.4%)
72.23M
est: 79.69M (-9.4%)
100.04M
est: 100.81M (-0.8%)
125.39M
est: 128.74M (-2.6%)
136.62M
est: 139.14M (-1.8%)
170.27M
est: 150.89M (+12.8%)
162.19M
161.72M – 162.57M
+7.5% YoY
173.26M
172.76M – 173.66M
+6.8% YoY
186.69M
186.69M – 186.69M
+7.7% YoY
EPS
-0.50
est: -0.34 (-47.1%)
1.06
est: 0.63 (+68.3%)
-0.34
est: -0.21 (-64.5%)
-0.50
est: -0.42 (-19.0%)
-0.63
est: -0.65 (+2.6%)
-0.31
est: -0.14 (-126.8%)
0.70
est: 0.99 (-29.0%)
0.95
0.95 – 0.96
-3.3% YoY
1.13
1.12 – 1.13
+18.4% YoY
1.39
1.38 – 1.39
+23.1% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B- 3/5 5/5 1/5 3/5 1/5 4/5 1/5
2026-05-08 B- 3/5 5/5 1/5 3/5 1/5 4/5 1/5
2026-05-07 B- 3/5 5/5 1/5 3/5 1/5 4/5 1/5
2026-05-06 B- 3/5 5/5 1/5 3/5 1/5 4/5 1/5
2026-05-05 B- 3/5 5/5 1/5 3/5 1/5 4/5 1/5
2026-05-04 B- 3/5 5/5 1/5 3/5 1/5 4/5 1/5
2026-05-01 B- 3/5 5/5 1/5 3/5 1/5 4/5 1/5
2026-04-30 B- 3/5 5/5 1/5 3/5 1/5 4/5 1/5
2026-04-29 B- 3/5 5/5 1/5 3/5 1/5 4/5 1/5
2026-04-28 B- 3/5 5/5 1/5 3/5 1/5 4/5 1/5
2026-04-27 B- 3/5 5/5 1/5 3/5 1/5 4/5 1/5
2026-04-24 B- 3/5 5/5 1/5 3/5 1/5 4/5 1/5
2026-04-23 B- 3/5 5/5 1/5 3/5 1/5 4/5 1/5
2026-04-22 B- 3/5 5/5 1/5 3/5 1/5 4/5 1/5
2026-04-21 B- 3/5 5/5 1/5 3/5 1/5 4/5 1/5
2026-04-20 B- 3/5 5/5 1/5 3/5 1/5 4/5 1/5
2026-04-17 B- 3/5 5/5 1/5 3/5 1/5 4/5 1/5
2026-04-16 B- 3/5 5/5 1/5 3/5 1/5 4/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
93.11M
OE per share TTM
1.13
Owner's Yield
19.26%
Maintenance CapEx ratio
41.85%
Maint CapEx / Avg PPE
5.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
19
Total invested
1.63M
Insider transactions (90d)
0
Beneficial owners (>5%)
31
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Thomas C. Priore 46.73M 69.70% 33.61M 13.12M 33.61M 13.12M IN United States 2019-11-19
2 Blackstone Management Associates (Cayman) III L.P. 14.81M 9.50% 1.14M 1.14M OO Delaware 2017-02-27
3 Thomas Priore 2019 GRAT 10.00M 14.90% 10.00M 10.00M OO New York 2019-11-19
4 AESV CreditCard Consulting LLC 9.35M 14.00% 9.35M 10.00 OO Delaware 2018-08-03
5 John V. Priore 9.35M 14.00% 9.35M 10.00 IN United States 2018-08-03
6 Stone Point Capital LLC 5.19M 6.78% 5.19M OO Cayman Islands 2022-02-14
7 Trident Capital VII, L.P. 5.19M 6.78% 5.19M 5.19M PN Cayman Islands 2022-02-14
8 Trident Finxera Holdings GP LLC 5.19M 6.78% 5.19M 5.19M OO Cayman Islands 2022-02-14
9 Trident Finxera Holdings LP 5.19M 6.78% 5.19M 5.19M PN Cayman Islands 2022-02-14
10 Trident VII, L.P. 5.19M 6.78% 5.19M 5.19M PN Cayman Islands 2022-02-14
11 Polar Asset Management Partners Inc. 843.0K 1.24% 843.0K 843.0K IA Canada 2019-02-13
12 Daniel Gosselin 807.3K 1.19% 807.3K 807.3K IN CANADA 2019-02-13
13 K2 & ASSOCIATES INVESTMENT MANAGEMENT INC. 807.3K 1.19% 807.3K 807.3K CO ONTARIO, CANADA 2019-02-13
14 K2 GENPAR 2009 Inc. 807.3K 1.19% 807.3K 807.3K CO Ontario, CANADA 2019-02-13
15 K2 GenPar L.P. 807.3K 1.19% 807.3K 807.3K PN Ontario, CANADA 2019-02-13
16 L.P. 807.3K 1.19% 807.3K 807.3K PN Ontario, CANADA 2019-02-13
17 SHAWN KIMEL INVESTMENTS, INC. 807.3K 1.19% 807.3K 807.3K CO ONTARIO, CANADA 2019-02-13
18 Hudson Bay Capital Management LP 750.0K 10.96% 750.0K PN Delaware 2016-10-06
19 Sander Gerber 750.0K 10.96% 750.0K IN Delaware 2016-10-06
20 Inc. 705.0K 9.99% 705.0K 705.0K IA Canada 2018-02-09
21 Priority Incentive Equity Holdings, LLC 620.8K 0.90% 620.8K 620.8K OO Delaware 2019-11-19
22 Hybrid GP, LLC 600.0K 9.00% 600.0K 600.0K OO United States 2016-09-23
23 Bulldog Investors LLC, 403.4K 5.72% 150.5K 252.9K 150.5K 252.9K IA Delaware 2018-02-08
24 Hazelbrook Investors (Bermuda) L.P. 354.6K 5.04% 354.6K PN Bermuda 2018-06-25
25 Notes). 245.6K 3.48% 245.6K 245.6K IA DELAWARE 2018-02-14
26 AQR Capital Management Holdings, LLC 206.0K 2.93% 206.0K HC Delaware USA 2018-02-14
27 AQR Capital Management, LLC 206.0K 2.93% 206.0K IA Delaware USA 2018-02-14
28 CNH Partners, LLC 206.0K 2.93% 206.0K IA Delaware USA 2018-02-14
29 Absolute Return Strategies LP 0.00% PN Delaware 2019-02-14
30 Fund Management, LLC 0.00% OO Delaware 2019-02-14
31 Glass 0.00% HC States 2019-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
19
-98 vs prev Q
New positions
5
Closed positions
103
Increased
9
Reduced
4
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 1.79M +1.8M (+100.0%) 9.75B +9.7B (+100.0%) 2.23% +2.227 pp 6.86% +6.860 pp USD5.45 +0.0% 1 qtrs NEW
2 POTOMAC CAPITAL MANAGEMENT, INC. 98.9K +98.9K (+100.0%) 539.21M +539.2M (+100.0%) 0.12% +0.123 pp 0.43% +0.433 pp USD5.45 +0.0% 1 qtrs NEW
3 CRESSET ASSET MANAGEMENT, LLC 4.01M +4.0M (+100.0%) 21.85M +21.8M (+100.0%) 4.99% +4.991 pp 0.09% +0.092 pp USD5.45 +0.0% 1 qtrs NEW
4 BLACKROCK, INC. 1.74M -381.0K (-17.9%) 9.50M -5.1M (-34.9%) 2.17% -0.519 pp 0.00% 0.000 pp USD7.13 -23.6% 6 qtrs
5 STEAMBOAT CAPITAL PARTNERS, LLC 1.58M +187.9K (+13.5%) 8.59M -948.1K (-9.9%) 1.96% +0.205 pp 2.36% -0.126 pp USD8.10 -32.7% 5 qtrs
6 VANGUARD GROUP INC 1.52M +27.5K (+1.8%) 8.26M -2.0M (-19.2%) 1.89% +0.003 pp 0.00% +0.000 pp USD6.14 -11.2% 27 qtrs
7 DIVISADERO STREET CAPITAL MANAGEMENT, LP 1.06M -433.3K (-29.1%) 5.77M -4.5M (-43.7%) 1.32% -0.571 pp 0.27% -0.177 pp USD7.22 -24.5% 5 qtrs
8 WELLS FARGO & COMPANY/MN 711.1K +675.8K (+1,912.7%) 3.88M +3.6M (+1,496.7%) 0.89% +0.841 pp 0.00% +0.001 pp USD5.52 -1.3% 26 qtrs
9 PRELUDE CAPITAL MANAGEMENT, LLC 690.7K +267.9K (+63.4%) 3.76M +859.9K (+29.6%) 0.86% +0.325 pp 0.28% +0.050 pp USD6.55 -16.8% 4 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 660.5K +53.3K (+8.8%) 3.60M -571.1K (-13.7%) 0.82% +0.054 pp 0.00% +0.000 pp USD5.90 -7.6% 27 qtrs
11 NORWOOD INVESTMENT PARTNERS, LP 629.9K +629.9K (+100.0%) 3.43M +3.4M (+100.0%) 0.78% +0.784 pp 3.87% +3.865 pp USD5.45 +0.0% 1 qtrs NEW
12 STATE STREET CORP 454.2K +25.3K (+5.9%) 2.48M -471.2K (-16.0%) 0.57% +0.022 pp 0.00% +0.000 pp USD5.61 -2.9% 27 qtrs
13 BANK OF AMERICA CORP /DE/ 416.3K +108.0K (+35.0%) 2.27M +150.9K (+7.1%) 0.52% +0.128 pp 0.00% +0.000 pp USD6.88 -20.8% 28 qtrs
14 REBALANCE, LLC 404.1K +— (+0.0%) 2.20M -573.8K (-20.7%) 0.50% -0.009 pp 0.13% -0.039 pp USD6.83 -20.2% 6 qtrs
15 DIMENSIONAL FUND ADVISORS LP 396.9K +93.3K (+30.7%) 2.16M +77.4K (+3.7%) 0.49% +0.110 pp 0.00% +0.000 pp USD7.26 -24.9% 5 qtrs
16 FOURWORLD CAPITAL MANAGEMENT LLC 368.3K +368.3K (+100.0%) 2.01M +2.0M (+100.0%) 0.46% +0.459 pp 1.63% +1.628 pp USD5.45 +0.0% 1 qtrs NEW
17 ACADIAN ASSET MANAGEMENT LLC 336.3K -429.1K (-56.1%) 1.83M -3.4M (-65.2%) 0.42% -0.550 pp 0.00% -0.006 pp USD7.38 -26.2% 5 qtrs
18 BOOTHBAY FUND MANAGEMENT, LLC 297.1K +137.6K (+86.3%) 1.62M +523.4K (+47.8%) 0.37% +0.168 pp 0.02% +0.008 pp USD6.31 -13.6% 4 qtrs
19 ATOM INVESTORS LP 293.3K +293.3K (+100.0%) 1.60M +1.6M (+100.0%) 0.37% +0.365 pp 0.13% +0.127 pp USD5.45 +0.0% 1 qtrs NEW
20 AQR CAPITAL MANAGEMENT LLC 285.7K -431.4K (-60.2%) 1.56M -3.4M (-68.4%) 0.36% -0.552 pp 0.00% -0.002 pp USD7.15 -23.8% 4 qtrs
21 NORTHERN TRUST CORP 225.8K -11.6K (-4.9%) 1.23M -400.3K (-24.5%) 0.28% -0.020 pp 0.00% 0.000 pp USD5.58 -2.3% 26 qtrs
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 224.7K +6.3K (+2.9%) 1.22M -275.6K (-18.4%) 0.28% +0.003 pp 0.00% +0.000 pp USD6.65 -18.0% 27 qtrs
23 UBS GROUP AG 201.6K +89.6K (+80.0%) 1.10M +329.3K (+42.8%) 0.25% +0.109 pp 0.00% +0.000 pp USD6.29 -13.4% 29 qtrs
24 RUSSELL INVESTMENTS GROUP, LTD. 187.3K +26.5K (+16.5%) 1.02M -83.7K (-7.6%) 0.23% +0.030 pp 0.00% 0.000 pp USD7.28 -25.1% 7 qtrs
25 QUARRY LP 169.8K +81.7K (+92.7%) 925.5K +320.1K (+52.9%) 0.21% +0.100 pp 0.14% +0.012 pp USD6.25 -12.8% 4 qtrs
26 INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 167.2K +10.3K (+6.6%) 911.2K -166.6K (-15.5%) 0.21% +0.010 pp 0.38% -0.082 pp USD6.98 -21.9% 4 qtrs
27 JACOBS LEVY EQUITY MANAGEMENT, INC 160.4K +29.3K (+22.4%) 874.1K -26.3K (-2.9%) 0.20% +0.034 pp 0.00% 0.000 pp USD6.57 -17.0% 4 qtrs
28 JANE STREET GROUP, LLC 140.5K +10.9K (+8.4%) 765.9K -124.5K (-14.0%) 0.18% +0.011 pp 0.00% +0.000 pp USD6.76 -19.4% 2 qtrs
29 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 136.1K -55.8K (-29.1%) 741.7K -576.4K (-43.7%) 0.17% -0.074 pp 0.00% -0.002 pp USD8.71 -37.4% 6 qtrs
30 EXODUSPOINT CAPITAL MANAGEMENT, LP 133.6K +133.6K (+100.0%) 728.3K +728.3K (+100.0%) 0.17% +0.166 pp 0.01% +0.006 pp USD5.45 +0.0% 1 qtrs NEW
31 LPL FINANCIAL LLC 111.8K +21.1K (+23.2%) 609.6K -14.1K (-2.3%) 0.14% +0.024 pp 0.00% +0.000 pp USD5.81 -6.2% 7 qtrs
32 HSBC HOLDINGS PLC 107.2K +107.2K (+100.0%) 584.5K +584.5K (+100.0%) 0.13% +0.134 pp 0.00% +0.000 pp USD5.45 +0.0% 1 qtrs NEW
33 KOVACK ADVISORS, INC. 103.3K +32.3K (+45.4%) 562.7K +74.9K (+15.4%) 0.13% +0.039 pp 0.03% -0.020 pp USD6.05 -9.9% 15 qtrs
34 MORGAN STANLEY 101.4K -254.1K (-71.5%) 552.9K -1.9M (-77.4%) 0.13% -0.324 pp 0.00% 0.000 pp USD6.88 -20.8% 26 qtrs
35 GOLDMAN SACHS GROUP INC 99.2K -247.2K (-71.4%) 540.7K -1.8M (-77.3%) 0.12% -0.315 pp 0.00% 0.000 pp USD7.74 -29.6% 10 qtrs
36 TWO SIGMA INVESTMENTS, LP 94.5K -217.3K (-69.7%) 515.0K -1.6M (-76.0%) 0.12% -0.277 pp 0.00% -0.003 pp USD8.12 -32.9% 5 qtrs
37 CORSAIR CAPITAL MANAGEMENT, L.P. 90.4K -43.0K (-32.2%) 492.9K -423.7K (-46.2%) 0.11% -0.056 pp 0.08% -0.075 pp USD6.10 -10.7% 7 qtrs
38 BANK OF NEW YORK MELLON CORP 87.5K +32.8K (+59.8%) 477.1K +100.8K (+26.8%) 0.11% +0.040 pp 0.00% +0.000 pp USD6.02 -9.5% 27 qtrs
39 FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 70.5K +70.5K (+100.0%) 383.5K +383.5K (+100.0%) 0.09% +0.088 pp 0.02% +0.018 pp USD5.45 +0.0% 1 qtrs NEW
40 RANGELEY CAPITAL, LLC 61.0K +61.0K (+100.0%) 332.5K +332.5K (+100.0%) 0.08% +0.076 pp 0.28% +0.276 pp USD5.45 +0.0% 1 qtrs NEW
41 DIAMETRIC CAPITAL, LP 60.0K +60.0K (+100.0%) 327.0K +327.0K (+100.0%) 0.07% +0.075 pp 0.09% +0.088 pp USD5.45 +0.0% 1 qtrs NEW
42 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 54.6K -41.4K (-43.2%) 297.3K -362.0K (-54.9%) 0.07% -0.054 pp 0.00% -0.002 pp USD7.83 -30.4% 6 qtrs
43 QUANTINNO CAPITAL MANAGEMENT LP 52.0K +35.7K (+218.0%) 283.6K +171.2K (+152.3%) 0.06% +0.044 pp 0.00% +0.000 pp USD5.90 -7.6% 2 qtrs
44 LEGAL & GENERAL GROUP PLC 49.5K +23.9K (+93.5%) 270.0K +94.1K (+53.5%) 0.06% +0.029 pp 0.00% +0.000 pp USD6.54 -16.7% 27 qtrs
45 SEGALL BRYANT & HAMILL, LLC 47.2K -88.0K (-65.1%) 257.2K -671.8K (-72.3%) 0.06% -0.113 pp 0.00% -0.009 pp USD6.87 -20.7% 2 qtrs
46 QUEST PARTNERS LLC 46.9K -27.9K (-37.3%) 255.5K -258.6K (-50.3%) 0.06% -0.036 pp 0.01% -0.019 pp USD7.18 -24.1% 4 qtrs
47 COVESTOR LTD 44.4K +39.0K (+712.9%) 243.0K +205.0K (+539.5%) 0.06% +0.048 pp 0.13% +0.106 pp USD5.63 -3.2% 4 qtrs
48 PEKIN HARDY STRAUSS, INC. 44.3K -51.2K (-53.6%) 241.2K -414.2K (-63.2%) 0.06% -0.066 pp 0.02% -0.043 pp USD6.03 -9.6% 7 qtrs
49 RITHOLTZ WEALTH MANAGEMENT 44.2K -14.8K (-25.1%) 240.9K -164.3K (-40.6%) 0.06% -0.020 pp 0.00% -0.004 pp USD7.84 -30.5% 6 qtrs
50 BARCLAYS PLC 42.7K +16.6K (+63.8%) 232.7K +54.7K (+30.7%) 0.05% +0.020 pp 0.00% +0.000 pp USD6.44 -15.4% 27 qtrs
51 AMERIPRISE FINANCIAL INC 42.1K -12.3K (-22.6%) 229.6K -144.2K (-38.6%) 0.05% -0.016 pp 0.00% +0.000 pp USD7.20 -24.3% 6 qtrs
52 STATE OF WYOMING 39.2K -8.0K (-17.0%) 213.8K -110.8K (-34.1%) 0.05% -0.011 pp 0.02% -0.014 pp USD7.06 -22.8% 4 qtrs
53 VERITION FUND MANAGEMENT LLC 37.1K -11.4K (-23.5%) 202.4K -131.2K (-39.3%) 0.05% -0.015 pp 0.00% -0.001 pp USD8.91 -38.8% 5 qtrs
54 CANADA PENSION PLAN INVESTMENT BOARD 36.7K +36.7K (+100.0%) 200.0K +200.0K (+100.0%) 0.05% +0.046 pp 0.00% +0.000 pp USD5.45 +0.0% 1 qtrs NEW
55 GRAHAM CAPITAL MANAGEMENT, L.P. 34.9K +6.5K (+22.9%) 190.0K -4.9K (-2.5%) 0.04% +0.008 pp 0.00% +0.002 pp USD6.61 -17.5% 2 qtrs
56 BOSTON PARTNERS 34.6K +6.3K (+22.0%) 188.8K -6.2K (-3.2%) 0.04% +0.007 pp 0.00% +0.000 pp USD7.36 -26.0% 3 qtrs
57 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 33.0K +5.3K (+19.2%) 181.2K -8.7K (-4.6%) 0.04% +0.006 pp 0.00% +0.000 pp USD6.64 -17.9% 2 qtrs
58 LOS ANGELES CAPITAL MANAGEMENT LLC 25.9K -32.6K (-55.7%) 177.5K -224.8K (-55.9%) 0.03% -0.042 pp 0.00% -0.001 pp USD6.87 -20.7% 2 qtrs
59 NUVEEN, LLC 32.4K +— (+0.0%) 176.8K -46.1K (-20.7%) 0.04% -0.001 pp 0.00% +0.000 pp USD7.04 -22.6% 4 qtrs
60 RHUMBLINE ADVISERS 32.4K -2.8K (-8.0%) 176.6K -65.4K (-27.0%) 0.04% -0.004 pp 0.00% 0.000 pp USD5.33 +2.3% 15 qtrs
61 JUMP FINANCIAL, LLC 30.4K +30.4K (+100.0%) 165.9K +165.9K (+100.0%) 0.04% +0.038 pp 0.00% +0.002 pp USD5.45 +0.0% 1 qtrs NEW
62 ENGINEERS GATE MANAGER LP 25.3K -13.2K (-34.3%) 137.9K -126.8K (-47.9%) 0.03% -0.017 pp 0.00% -0.001 pp USD7.55 -27.8% 3 qtrs
63 PRUDENTIAL FINANCIAL INC 24.7K +1.3K (+5.7%) 134.8K -25.9K (-16.1%) 0.03% +0.001 pp 0.00% +0.000 pp USD6.87 -20.7% 4 qtrs
64 MILLENNIUM MANAGEMENT LLC 23.2K -19.4K (-45.6%) 126.2K -166.0K (-56.8%) 0.03% -0.025 pp 0.00% 0.000 pp USD7.40 -26.4% 11 qtrs
65 CREATIVE PLANNING 21.5K -4.1K (-16.0%) 117.3K -58.8K (-33.4%) 0.03% -0.006 pp 0.00% 0.000 pp USD7.48 -27.1% 5 qtrs
66 ALLIANCEBERNSTEIN L.P. 21.2K -4.3K (-16.9%) 115.3K -59.6K (-34.1%) 0.03% -0.006 pp 0.00% +0.000 pp USD7.67 -28.9% 3 qtrs
67 JPMORGAN CHASE & CO 21.1K +11.0K (+109.7%) 114.9K +45.9K (+66.4%) 0.03% +0.014 pp 0.00% +0.000 pp USD7.18 -24.1% 30 qtrs
68 JAIN GLOBAL LLC 20.4K +20.4K (+100.0%) 111.2K +111.2K (+100.0%) 0.03% +0.025 pp 0.00% +0.001 pp USD5.45 +0.0% 1 qtrs NEW
69 QUANTBOT TECHNOLOGIES LP 18.3K -6.5K (-26.2%) 100.0K -70.9K (-41.5%) 0.02% -0.009 pp 0.00% -0.001 pp USD7.43 -26.6% 5 qtrs
70 BLAIR WILLIAM & CO/IL 17.5K +17.5K (+100.0%) 95.2K +95.2K (+100.0%) 0.02% +0.022 pp 0.00% +0.000 pp USD5.45 +0.0% 1 qtrs NEW
71 ALPINE GLOBAL MANAGEMENT, LLC 16.2K +16.2K (+100.0%) 88.1K +88.1K (+100.0%) 0.02% +0.020 pp 0.02% +0.016 pp USD5.45 +0.0% 1 qtrs NEW
72 METLIFE INVESTMENT MANAGEMENT, LLC 15.9K +10.6K (+200.6%) 86.5K +50.2K (+138.5%) 0.02% +0.013 pp 0.00% +0.000 pp USD6.81 -20.0% 5 qtrs
73 DEUTSCHE BANK AG\ 15.3K +1.2K (+8.5%) 83.4K -13.5K (-13.9%) 0.02% +0.001 pp 0.00% +0.000 pp USD8.36 -34.8% 5 qtrs
74 ROYAL BANK OF CANADA 15.3K +14.2K (+1,353.0%) 83.0K +75.0K (+937.5%) 0.02% +0.018 pp 0.00% +0.000 pp USD5.54 -1.6% 24 qtrs
75 CWM, LLC 15.1K -15.4K (-50.5%) 82.0K -128.0K (-61.0%) 0.02% -0.020 pp 0.00% 0.000 pp USD7.15 -23.8% 5 qtrs
76 AXQ CAPITAL, LP 14.7K +14.7K (+100.0%) 80.0K +80.0K (+100.0%) 0.02% +0.018 pp 0.02% +0.018 pp USD5.45 +0.0% 1 qtrs NEW
77 IEQ CAPITAL, LLC 14.7K -54.1K (-78.7%) 79.9K -392.2K (-83.1%) 0.02% -0.069 pp 0.00% -0.001 pp USD7.14 -23.7% 4 qtrs
78 ZACKS INVESTMENT MANAGEMENT 14.1K +— (+0.0%) 76.8K -20.0K (-20.7%) 0.02% 0.000 pp 0.00% 0.000 pp USD11.75 -53.6% 5 qtrs
79 PRICE T ROWE ASSOCIATES INC /MD/ 12.7K +— (+0.0%) 70.0K -18.0K (-20.5%) 0.02% 0.000 pp 0.00% +0.000 pp USD7.68 -29.0% 3 qtrs
80 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 12.8K +1.4K (+12.7%) 69.6K -8.2K (-10.6%) 0.02% +0.002 pp 0.00% +0.000 pp USD5.54 -1.6% 7 qtrs
81 INVESCO LTD. 10.6K +10.6K (+100.0%) 57.8K +57.8K (+100.0%) 0.01% +0.013 pp 0.00% +0.000 pp USD5.45 +0.0% 1 qtrs NEW
82 CSS LLC/IL 10.0K +10.0K (+100.0%) 54.5K +54.5K (+100.0%) 0.01% +0.012 pp 0.00% +0.002 pp USD5.45 +0.0% 1 qtrs NEW
83 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 8.7K +— (+0.0%) 47.5K -12.4K (-20.7%) 0.01% 0.000 pp 0.00% 0.000 pp USD9.41 -42.1% 5 qtrs
84 CITIGROUP INC 8.4K +7.3K (+684.8%) 45.9K +38.5K (+522.5%) 0.01% +0.009 pp 0.00% +0.000 pp USD5.60 -2.7% 27 qtrs
85 STRS OHIO 6.8K +— (+0.0%) 37.1K -9.7K (-20.7%) 0.01% 0.000 pp 0.00% +0.000 pp USD10.01 -45.6% 5 qtrs
86 BNP PARIBAS ARBITRAGE, SNC 6.1K +1.0K (+19.8%) 33.4K -1.7K (-4.9%) 0.01% +0.001 pp 0.00% +0.000 pp USD6.50 -16.2% 27 qtrs
87 IFP ADVISORS, INC 5.2K +1.3K (+33.3%) 28.4K +1.6K (+5.8%) 0.01% +0.002 pp 0.00% 0.000 pp USD7.01 -22.3% 3 qtrs
88 NEW YORK STATE COMMON RETIREMENT FUND 5.1K +— (+0.0%) 28.0K -7.3K (-20.7%) 0.01% 0.000 pp 0.00% +0.000 pp USD7.12 -23.5% 27 qtrs
89 TOWER RESEARCH CAPITAL LLC (TRC) 4.8K +625.0 (+15.0%) 26.1K -2.5K (-8.8%) 0.01% +0.001 pp 0.00% 0.000 pp USD6.88 -20.8% 23 qtrs
90 NEWEDGE ADVISORS, LLC 4.7K -10.8K (-69.7%) 25.7K -81.2K (-76.0%) 0.01% -0.014 pp 0.00% 0.000 pp USD7.22 -24.5% 5 qtrs
91 STATE OF ALASKA, DEPARTMENT OF REVENUE 3.3K +— (+0.0%) 18.0K -4.0K (-18.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD6.87 -20.7% 2 qtrs
92 FMR LLC 2.7K +1.4K (+117.2%) 14.5K +6.1K (+72.3%) 0.00% +0.002 pp 0.00% +0.000 pp USD5.89 -7.5% 21 qtrs
93 AMERITAS INVESTMENT PARTNERS, INC. 1.9K +— (+0.0%) 10.5K -2.7K (-20.7%) 0.00% +0.000 pp 0.00% 0.000 pp USD10.50 -48.1% 27 qtrs
94 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.7K +136.0 (+8.8%) 9.2K -1.5K (-13.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.02 -9.5% 27 qtrs
95 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 1.7K +1.7K (+100.0%) 9.1K +9.1K (+100.0%) 0.00% +0.002 pp 0.00% +0.002 pp USD5.45 +0.0% 4 qtrs
96 VERSANT CAPITAL MANAGEMENT, INC 1.6K +1.6K (+100.0%) 8.8K +8.8K (+100.0%) 0.00% +0.002 pp 0.00% +0.001 pp USD5.45 +0.0% 1 qtrs NEW
97 AMALGAMATED BANK 863.00 +98.0 (+12.8%) 5.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.79 -5.9% 16 qtrs
98 QUADRANT CAPITAL GROUP LLC 558.00 +558.0 (+100.0%) 3.0K +3.0K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD5.45 +0.0% 1 qtrs NEW
99 ALLWORTH FINANCIAL LP 497.00 -492.0 (-49.7%) 2.7K -4.1K (-60.1%) 0.00% -0.001 pp 0.00% +0.000 pp USD7.17 -24.0% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 51 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Global X - FinTech ETF FINX 0.11% 181.1K 0.68%
2 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.08% 9.6K 0.29%
3 iShares Micro-Cap ETF IWC 0.06% 820.7K 0.60%
4 WisdomTree U.S. SmallCap Fund EES 0.03% 189.9K 0.38%
5 iShares Russell 2000 Growth ETF IWO 0.01% 2.07M 0.24%
6 Vanguard Russell 2000 Growth ETF VTWG 0.01% 172.0K 0.06%
7 U.S. Micro Cap Portfolio ETF DFMC 0.01% 722.8K 0.43%
8 iShares Russell 2000 BuyWrite ETF IWMW 0.01% 4.8K 0.39%
9 iShares Russell 2000 ETF IWM 0.01% 7.05M 0.19%
10 iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO 0.01% 46.0K 0.36%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.63
Neutral
Ratio by volume
0.86
Neutral
Buys
5
Sells
8
Shares acquired
21.5K
Shares disposed
25.0K
Cash buys
Cash sales
Net activity
-3,565
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-01 Passilla Michael Director M-Exempt D Restricted Stock Unit 4,296 0.00 12,886 D
2026-04-01 Main Clayton James Director M-Exempt D Restricted Stock Unit 4,296 0.00 12,886 D
2026-04-01 Favilla Christina M Director M-Exempt A Common Stock 4,296 0.00 134,755 D
2026-04-01 Davis Marietta Director D-Return D Common Stock 1,168 4.72 5.5K 83,548 D
2026-04-01 CRISAFULLI MARC A Director M-Exempt D Restricted Stock Unit 4,296 0.00 12,886 D
2026-02-18 Sun Yi Officer M-Exempt A Common Stock 17,949 0.00 17,949 D
2026-02-18 Ram Ranjana Officer M-Exempt A Common Stock 23,077 0.00 709,466 D
2026-02-18 O'Leary Tim Officer M-Exempt A Common Stock 46,154 0.00 263,415 D
2026-02-18 MILLER BRADLEY J Officer M-Exempt D Restricted Stock Unit 20,513 0.00 41,026 D
2026-02-18 Kumar Rajiv Officer M-Exempt D Restricted Stock Unit 4,296 0.00 8,591 D
2026-02-18 Kiewiet Sean Officer M-Exempt A Common Stock 20,513 0.00 732,366 D
2026-02-08 Priore Thomas Charles Director / Officer / 10% Owner M-Exempt A Common Stock 63,898 0.00 34,066,776 D
2026-02-05 Ram Ranjana Officer A-Award A Restricted Stock Unit 77,320 0.00 77,320 D
2026-02-05 Priore Thomas Charles Director / Officer / 10% Owner M-Exempt A Common Stock 19,494 0.00 34,002,878 D
2026-02-05 Passilla Michael Director A-Award A Restricted Stock Unit 17,182 0.00 17,182 D
2026-02-05 O'Leary Tim Officer A-Award A Restricted Stock Unit 154,639 0.00 154,639 D
2026-02-05 Main Clayton James Director A-Award A Restricted Stock Unit 17,182 0.00 17,182 D
2026-02-05 MILLER BRADLEY J Officer A-Award A Restricted Stock Unit 68,729 0.00 68,729 D
2026-02-05 Kumar Rajiv Officer A-Award A Restricted Stock Unit 12,887 0.00 12,887 D
2026-02-05 Kiewiet Sean Officer A-Award A Restricted Stock Unit 68,729 0.00 68,729 D
2026-02-05 Favilla Christina M Director A-Award A Restricted Stock Unit 17,182 0.00 17,182 D
2026-02-05 Davis Marietta Director A-Award A Restricted Stock Unit 17,182 0.00 17,182 D
2026-02-05 CRISAFULLI MARC A Director A-Award A Restricted Stock Unit 17,182 0.00 17,182 D
2026-01-05 Kumar Rajiv Officer D-Return D Common Stock 11,571 5.32 61.6K 56,074 D
2026-01-01 Passilla Michael Director M-Exempt A Common Stock 2,437 0.00 131,863 D
2026-01-01 Favilla Christina M Director M-Exempt A Common Stock 2,437 0.00 131,156 D
2026-01-01 Davis Marietta Director M-Exempt D Restricted Stock Unit 2,437 0.00 0 D
2026-01-01 CRISAFULLI MARC A Director M-Exempt A Common Stock 2,437 0.00 87,806 D
2025-11-21 Sun Yi Officer A-Award A Restricted Stock Unit 53,846 0.00 53,846 D
2025-11-21 Ram Ranjana Officer A-Award A Restricted Stock Unit 69,231 0.00 0 D
2025-11-21 O'Leary Tim Officer A-Award A Restricted Stock Unit 138,462 0.00 0 D
2025-11-21 MILLER BRADLEY J Officer A-Award A Restricted Stock Unit 61,539 0.00 0 D
2025-11-21 Kumar Rajiv Officer A-Award A Restricted Stock Unit 11,539 0.00 0 D
2025-11-21 Kiewiet Sean Officer A-Award A Restricted Stock Unit 61,539 0.00 0 D
2025-10-01 Passilla Michael Director M-Exempt D Restricted Stock Unit 2,437 0.00 2,437 D
2025-10-01 Favilla Christina M Director D-Return D Common Stock 697 6.87 4.8K 128,719 D
2025-10-01 Davis Marietta Director D-Return D Common Stock 667 6.87 4.6K 78,646 D
2025-10-01 CRISAFULLI MARC A Director M-Exempt D Restricted Stock Unit 2,437 0.00 2,437 D
2025-09-19 O'Leary Tim Officer M-Exempt D Restricted Stock Unit 49,751 0.00 0 D
2025-08-21 Kumar Rajiv Officer S-Sale D Common Stock 10,000 8.00 80.0K 46,074 D
2025-07-01 Passilla Michael Director M-Exempt D Restricted Stock Unit 2,437 0.00 4,874 D
2025-07-01 Favilla Christina M Director M-Exempt D Restricted Stock Unit 2,437 0.00 4,874 D
2025-07-01 Davis Marietta Director M-Exempt D Restricted Stock Unit 2,437 0.00 4,874 D
2025-07-01 CRISAFULLI MARC A Director M-Exempt D Restricted Stock Unit 2,437 0.00 4,874 D
2025-06-11 MILLER BRADLEY J Officer S-Sale D Common Stock 100,000 8.55 855.0K 243,620 D
2025-06-06 MILLER BRADLEY J Officer M-Exempt A Common Stock 52,301 0.00 363,447 D
2025-05-22 Davis Marietta Director S-Sale D Common Stock 9,433 7.22 68.1K 75,136 D
2025-04-01 Passilla Michael Director M-Exempt D Restricted Stock Unit 2,436 0.00 7,311 D
2025-04-01 Favilla Christina M Director M-Exempt D Restricted Stock Unit 2,436 0.00 7,311 D
2025-04-01 Davis Marietta Director M-Exempt A Common Stock 2,436 0.00 85,236 D
2025-04-01 CRISAFULLI MARC A Director M-Exempt D Restricted Stock Unit 2,436 0.00 7,311 D
2025-02-17 MILLER BRADLEY J Officer M-Exempt D Restricted Stock Unit 66,667 0.00 0 D
2025-02-08 Priore Thomas Charles Director / Officer / 10% Owner M-Exempt A Common Stock 63,898 0.00 33,983,384 D
2025-02-05 Priore Thomas Charles Director / Officer / 10% Owner A-Award A Restricted Stock Unit 58,480 0.00 0 D
2025-02-05 Passilla Michael Director A-Award A Restricted Stock Unit 9,747 0.00 0 D
2025-02-05 Favilla Christina M Director A-Award A Restricted Stock Unit 9,747 0.00 0 D
2025-02-05 Davis Marietta Director A-Award A Restricted Stock Unit 9,747 0.00 0 D
2025-02-05 CRISAFULLI MARC A Director A-Award A Restricted Stock Unit 9,747 0.00 0 D
2025-01-21 Ram Ranjana Officer S-Sale D Common Stock 6,615 7.44 49.2K 686,389 D
2025-01-21 Priore Thomas Charles Director / Officer / 10% Owner S-Sale D Common Stock 105,833 7.44 787.4K 33,919,486 D
2025-01-21 Priore John Vito Director / 10% Owner S-Sale D Common Stock 1,242,856 7.44 9.25M 4,071,574 D
2025-01-17 Ram Ranjana Officer S-Sale D Common Stock 18,385 7.44 136.8K 693,004 D
2025-01-17 Priore Thomas Charles Director / Officer / 10% Owner S-Sale D Common Stock 294,167 7.44 2.19M 34,025,319 D
2025-01-17 Priore John Vito Director / 10% Owner S-Sale D Common Stock 3,454,575 7.44 25.70M 5,314,430 D
2025-01-06 Kumar Rajiv Officer M-Exempt A Common Stock 8,333 0.00 32,420 D
2025-01-02 Priore John Vito Director / 10% Owner M-Exempt A Common Stock 7,985 0.00 8,771,560 D
2025-01-02 Passilla Michael Director D-Return D Common Stock 2,195 11.75 25.8K 124,117 D
2025-01-02 Favilla Christina M Director M-Exempt D Restricted Stock Unit 0 0.00 7,985 D
2025-01-02 Davis Marietta Director M-Exempt A Common Stock 7,985 11.75 93.8K 82,800 D
2025-01-02 CRISAFULLI MARC A Director M-Exempt D Restricted Stock Unit 0 0.00 7,985 D
2024-12-24 Kiewiet Sean Officer S-Sale D Common Stock 170,596 10.60 1.81M 711,853 D
2024-12-17 Kiewiet Sean Officer S-Sale D Common Stock 100 10.00 1.0K 882,449 D
2024-12-11 Kiewiet Sean Officer S-Sale D Common Stock 100 10.00 1.0K 882,549 D
2024-12-05 Kiewiet Sean Officer S-Sale D Common Stock 3,764 10.01 37.7K 882,649 D
2024-12-04 Kiewiet Sean Officer S-Sale D Common Stock 488 10.01 4.9K 886,413 D
2024-12-03 Kiewiet Sean Officer S-Sale D Common Stock 1,707 10.01 17.1K 886,901 D
2024-12-02 Kiewiet Sean Officer S-Sale D Common Stock 21,286 9.68 206.0K 888,608 D
2024-11-29 Kiewiet Sean Officer S-Sale D Common Stock 6,467 10.10 65.3K 909,894 D
2024-11-27 Kiewiet Sean Officer S-Sale D Common Stock 93,314 10.08 940.6K 916,361 D
2024-11-26 Kiewiet Sean Officer S-Sale D Common Stock 22,178 10.01 222.0K 1,009,675 D
2024-11-05 Kiewiet Sean Officer S-Sale D Common Stock 10,000 5.41 54.1K 1,045,158 D
2024-11-04 Kiewiet Sean Officer S-Sale D Common Stock 5,700 5.11 29.1K 1,055,158 D
2024-11-01 Kiewiet Sean Officer S-Sale D Common Stock 4,300 5.30 22.8K 1,060,858 D
2024-10-03 Kiewiet Sean Officer S-Sale D Common Stock 4,483 6.00 26.9K 1,065,158 D
2024-10-02 Kiewiet Sean Officer S-Sale D Common Stock 3,853 6.00 23.1K 1,069,641 D
2024-10-01 Priore John Vito Director / 10% Owner M-Exempt A Common Stock 7,988 0.00 8,766,131 D
2024-10-01 Passilla Michael Director D-Return D Common Stock 2,196 6.83 15.0K 118,327 D
2024-10-01 Kiewiet Sean Officer S-Sale D Common Stock 11,664 6.61 77.1K 1,073,494 D
2024-10-01 Favilla Christina M Director M-Exempt A Common Stock 7,988 0.00 120,084 D
2024-10-01 Davis Marietta Director M-Exempt D Restricted Stock Unit 7,988 0.00 7,985 D
2024-10-01 CRISAFULLI MARC A Director M-Exempt D Restricted Stock Unit 7,988 0.00 7,985 D
2024-09-19 O'Leary Tim Officer D-Return D Common Stock 18,420 6.35 117.0K 103,061 D
2024-09-13 Kumar Rajiv Officer S-Sale D Common Stock 10,000 6.13 61.3K 11,587
2024-09-05 Kiewiet Sean Officer S-Sale D Common Stock 4,954 5.41 26.8K 1,085,158
2024-09-04 Kiewiet Sean Officer S-Sale D Common Stock 4,540 5.79 26.3K 1,090,112
2024-09-03 Kiewiet Sean Officer S-Sale D Common Stock 7,201 5.90 42.5K 1,094,652
2024-08-23 Priore Thomas Charles Director / Officer / 10% Owner S-Sale D Common Stock 16,000 5.04 80.6K 34,301,608
2024-08-22 Priore Thomas Charles Director / Officer / 10% Owner S-Sale D Common Stock 1,672 5.00 8.4K 34,317,608
2024-08-21 Priore Thomas Charles Director / Officer / 10% Owner S-Sale D Common Stock 196 5.00 980.00 34,319,280
2024-08-07 Kiewiet Sean Officer S-Sale D Common Stock 10,000 5.02 50.2K 1,101,853
2024-08-02 Kiewiet Sean Officer S-Sale D Common Stock 3,010 4.91 14.8K 1,111,853
2024-08-01 Kiewiet Sean Officer S-Sale D Common Stock 6,990 5.29 37.0K 1,114,863
2024-07-12 Kiewiet Sean Officer S-Sale D Common Stock 6,258 5.04 31.5K 1,121,853
2024-07-11 Kiewiet Sean Officer S-Sale D Common Stock 5,933 5.02 29.8K 1,128,111
2024-07-10 Kiewiet Sean Officer S-Sale D Common Stock 4,722 5.08 24.0K 1,134,044
2024-07-09 Kiewiet Sean Officer S-Sale D Common Stock 37,795 5.13 193.9K 1,138,766
2024-07-08 Kiewiet Sean Officer S-Sale D Common Stock 7,519 5.05 38.0K 1,176,561
2024-07-05 Kiewiet Sean Officer S-Sale D Common Stock 875 5.01 4.4K 1,184,080
2024-07-03 Kiewiet Sean Officer S-Sale D Common Stock 1,365 5.00 6.8K 1,184,955
2024-07-02 Kiewiet Sean Officer S-Sale D Common Stock 7,196 4.86 35.0K 1,186,320
2024-07-01 Priore John Vito Director / 10% Owner D-Return D Common Stock 2,556 5.28 13.5K 8,758,143
2024-07-01 Passilla Michael Director M-Exempt A Common Stock 7,988 0.00 114,731
2024-07-01 Kiewiet Sean Officer S-Sale D Common Stock 2,804 5.00 14.0K 1,193,516
2024-07-01 Favilla Christina M Director D-Return D Common Stock 2,285 5.28 12.1K 112,096
2024-07-01 Davis Marietta Director M-Exempt D Restricted Stock Unit 7,988 0.00 15,973
2024-07-01 CRISAFULLI MARC A Director M-Exempt D Restricted Stock Unit 7,988 0.00 15,973
2024-06-28 Kiewiet Sean Officer S-Sale D Common Stock 28,501 5.18 147.6K 1,196,320
2024-06-14 Priore Thomas Charles Director / Officer / 10% Owner P-Purchase A Common Stock 598,187 3.56 2.13M 34,319,476
2024-06-14 Priore John Vito Director / 10% Owner S-Sale D Common Stock 598,187 3.56 2.13M 8,752,711
2024-06-05 Ram Ranjana Officer J-Other A Common Stock 408,013 0.00 788,782
2024-06-04 O'Leary Tim Officer P-Purchase A Common Stock 10,000 4.10 41.0K 59,752
2024-06-04 Kiewiet Sean Officer S-Sale D Common Stock 2,020 4.41 8.9K 1,224,821
2024-06-03 Kiewiet Sean Officer S-Sale D Common Stock 7,980 4.59 36.6K 1,226,841
2024-05-30 Kiewiet Sean Officer S-Sale D Common Stock 1,952 5.05 9.9K 1,234,821
2024-05-29 Kiewiet Sean Officer S-Sale D Common Stock 5,080 5.03 25.6K 1,236,773
2024-05-24 Kiewiet Sean Officer S-Sale D Common Stock 9,852 4.51 44.4K 1,241,853
2024-05-23 Kiewiet Sean Officer S-Sale D Common Stock 40,000 3.76 150.4K 1,251,705
2024-05-22 Kiewiet Sean Officer S-Sale D Common Stock 9,875 3.45 34.1K 1,291,705
2024-05-21 Kiewiet Sean Officer S-Sale D Common Stock 1,000 3.52 3.5K 1,301,580
2024-05-20 Kiewiet Sean Officer S-Sale D Common Stock 21,100 3.48 73.4K 1,302,580
2024-05-17 Kiewiet Sean Officer S-Sale D Common Stock 2,506 3.45 8.6K 1,323,680
2024-05-16 Kiewiet Sean Officer S-Sale D Common Stock 8,061 3.46 27.9K 1,326,186
2024-05-15 Kiewiet Sean Officer S-Sale D Common Stock 1,605 3.50 5.6K 1,334,247
2024-05-14 Kiewiet Sean Officer S-Sale D Common Stock 6,001 3.54 21.2K 1,335,852
2024-05-02 Kiewiet Sean Officer S-Sale D Common Stock 8,695 3.20 27.8K 1,341,853
2024-05-01 Kiewiet Sean Officer S-Sale D Common Stock 1,305 3.18 4.1K 1,350,548
2024-04-19 Ram Ranjana Officer M-Exempt A Common Stock 83,333 0.00 380,769
2024-04-01 Priore John Vito Director / 10% Owner M-Exempt D Restricted Stock Unit 7,988 0.00 23,961
2024-04-01 Passilla Michael Director M-Exempt D Restricted Stock Unit 7,988 0.00 23,961
2024-04-01 Kiewiet Sean Officer S-Sale D Common Stock 10,000 3.30 33.0K 1,351,853
2024-04-01 Favilla Christina M Director M-Exempt D Restricted Stock Unit 7,988 0.00 23,961
2024-04-01 Davis Marietta Director M-Exempt D Restricted Stock Unit 7,988 0.00 23,961
2024-04-01 CRISAFULLI MARC A Director M-Exempt D Restricted Stock Unit 7,988 0.00 23,961
2024-03-22 Priore Thomas Charles Director / Officer / 10% Owner M-Exempt D Restricted Stock Unit 25,979 0.00 52,089
2024-03-05 Kiewiet Sean Officer S-Sale D Common Stock 2,063 3.20 6.6K 1,361,853
2024-03-04 Kiewiet Sean Officer S-Sale D Common Stock 4,495 3.18 14.3K 1,363,916
2024-03-01 Kiewiet Sean Officer S-Sale D Common Stock 3,442 3.19 11.0K 1,368,411
2024-02-17 MILLER BRADLEY J Officer D-Return D Common Stock 19,894 3.37 67.0K 244,479
2024-02-09 Kiewiet Sean Officer S-Sale D Common Stock 1,617 3.17 5.1K 1,371,853
2024-02-08 Priore John Vito Director / 10% Owner A-Award A Restricted Stock Unit 31,949 0.00 31,949
2024-02-08 Passilla Michael Director A-Award A Restricted Stock Unit 31,949 0.00 31,949
2024-02-08 Kiewiet Sean Officer S-Sale D Common Stock 2,026 3.16 6.4K 1,373,470
2024-02-08 Favilla Christina M Director A-Award A Restricted Stock Unit 31,949 0.00 31,949
2024-02-08 Davis Marietta Director A-Award A Restricted Stock Unit 31,949 0.00 31,949
2024-02-08 CRISAFULLI MARC A Director A-Award A Restricted Stock Unit 31,949 0.00 31,949
2024-02-07 Kiewiet Sean Officer S-Sale D Common Stock 790 3.23 2.6K 1,375,496
2024-02-06 Kiewiet Sean Officer S-Sale D Common Stock 1,505 3.20 4.8K 1,376,286
2024-02-05 Kiewiet Sean Officer S-Sale D Common Stock 3,206 3.24 10.4K 1,377,791
2024-02-02 Kiewiet Sean Officer S-Sale D Common Stock 550 3.35 1.8K 1,380,997
2024-02-01 Kiewiet Sean Officer S-Sale D Common Stock 306 3.50 1.1K 1,381,547
2024-01-30 Ram Ranjana Officer U-Tender D Common Stock 413,081 0.00 297,436
2024-01-30 Priore Thomas Charles Director / Officer / 10% Owner U-Tender D Common Stock 605,623 0.00 33,695,310
2024-01-05 Kumar Rajiv Officer D-Return D Common Stock 7,322 3.43 25.1K 21,587
2024-01-02 Kiewiet Sean Officer S-Sale D Common Stock 10,000 3.50 35.0K 1,381,853
2024-01-01 Priore John Vito Director / 10% Owner M-Exempt D Restricted Stock Unit 6,527 0.00 0
2024-01-01 Passilla Michael Director M-Exempt D Restricted Stock Unit 6,527 0.00 0
2024-01-01 Favilla Christina M Director D-Return D Common Stock 1,867 3.56 6.6K 100,690
2024-01-01 Davis Marietta Director M-Exempt D Restricted Stock Unit 6,527 0.00 0
2024-01-01 CRISAFULLI MARC A Director M-Exempt D Restricted Stock Unit 6,527 0.00 0
2023-12-01 Kiewiet Sean Officer S-Sale D Common Stock 10,000 3.06 30.6K 1,391,853
2023-11-09 Kiewiet Sean Officer S-Sale D Common Stock 451 3.22 1.5K 1,401,853
2023-11-08 Kiewiet Sean Officer S-Sale D Common Stock 607 3.23 2.0K 1,402,304
2023-11-07 Kiewiet Sean Officer S-Sale D Common Stock 2,827 3.48 9.8K 1,402,911
2023-11-06 Kiewiet Sean Officer S-Sale D Common Stock 691 3.58 2.5K 1,405,738
2023-11-03 Kiewiet Sean Officer S-Sale D Common Stock 2,711 3.52 9.5K 1,406,429
2023-11-02 Kiewiet Sean Officer S-Sale D Common Stock 602 3.48 2.1K 1,409,140
2023-11-01 Kiewiet Sean Officer S-Sale D Common Stock 2,111 3.54 7.5K 1,409,742
2023-10-03 Kiewiet Sean Officer S-Sale D Common Stock 8,800 3.14 27.6K 1,411,853
2023-10-02 Kiewiet Sean Officer S-Sale D Common Stock 1,200 3.17 3.8K 1,420,653
2023-10-01 Priore John Vito Director / 10% Owner M-Exempt D Restricted Stock Unit 6,527 0.00 6,527
2023-10-01 Passilla Michael Director D-Return D Common Stock 3,622 3.09 11.2K 96,235
2023-10-01 Favilla Christina M Director D-Return D Common Stock 3,733 3.09 11.5K 96,030
2023-10-01 Davis Marietta Director D-Return D Common Stock 3,622 3.09 11.2K 46,135
2023-10-01 CRISAFULLI MARC A Director M-Exempt D Restricted Stock Unit 6,527 0.00 6,527
2023-09-21 Kiewiet Sean Officer S-Sale D Common Stock 3,101 3.09 9.6K 1,421,853
2023-09-20 Kiewiet Sean Officer S-Sale D Common Stock 6,110 3.15 19.2K 1,424,954
2023-09-19 O'Leary Tim Officer M-Exempt A Common Stock 49,752 0.00 49,752
2023-09-19 Kiewiet Sean Officer S-Sale D Common Stock 4,400 3.21 14.1K 1,431,064
2023-09-18 Kiewiet Sean Officer S-Sale D Common Stock 1,589 3.25 5.2K 1,435,464
2023-09-15 Kiewiet Sean Officer S-Sale D Common Stock 2,300 3.39 7.8K 1,437,053
2023-09-14 Kiewiet Sean Officer S-Sale D Common Stock 2,500 3.49 8.7K 1,439,353
2023-07-01 Priore John Vito Director / 10% Owner M-Exempt D Restricted Stock Unit 6,528 0.00 13,054
2023-07-01 Passilla Michael Director M-Exempt A Common Stock 6,528 0.00 95,142
2023-07-01 Favilla Christina M Director M-Exempt D Restricted Stock Unit 6,528 0.00 13,054
2023-07-01 Davis Marietta Director M-Exempt A Common Stock 6,528 0.00 43,230
2023-07-01 CRISAFULLI MARC A Director M-Exempt D Restricted Stock Unit 6,528 0.00 13,054
2023-06-15 Kiewiet Sean Officer S-Sale D Common Stock 8,675 3.76 32.6K 1,441,853
2023-06-13 Kiewiet Sean Officer S-Sale D Common Stock 10 4.05 40.50 1,450,528
2023-06-12 Kiewiet Sean Officer S-Sale D Common Stock 1,445 4.00 5.8K 1,450,538
2023-06-07 Kiewiet Sean Officer S-Sale D Common Stock 19,757 4.01 79.2K 1,451,983

Executive team

Top executives
EBIT / Employee
140.5K
Shares Outstanding
82.29M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Thomas Priore Chief Executive Officer and Chairman 1.20M 1.37M 3.00M 2.44M 8.00M 37.44%
2 2025 Timothy O'Leary Chief Financial Officer 400.0K 260.0K 1.80M 14.0K 2.47M 72.76%
3 2025 Bradley Miller General Counsel and Chief Risk Officer 375.0K 165.0K 1.24M 14.0K 1.79M 69.08%
4 2024 Thomas Priore Chief Executive Officer and Chairman 1.20M 1.37M 600.0K 1.83M 5.00M 11.99%
5 2024 Thomas Priore Chief Executive Officer, and Chairman 1.20M 1.37M 600.0K 1.83M 5.00M 11.99%
6 2024 Ranjana Ram Chief Operating Officer 375.0K 187.5K 1.86M 13.8K 2.44M 76.38%
7 2024 Timothy O'Leary Chief Financial Officer 400.0K 260.0K 600.0K 13.8K 1.27M 47.10%
8 2024 Bradley Miller General Counsel and Chief Risk Officer 375.0K 187.5K 13.8K 576.3K 0.00%
9 2023 Thomas Priore Chief Executive Officer, and Chairman 1.20M 1.38M 299.0K 301.0K 1.83M 5.01M 5.97%
10 2023 Thomas Priore President, Chief Executive Officer, and Chairman 1.20M 1.38M 299.0K 327.4K 27.8K 3.23M 9.25%
11 2023 Timothy O'Leary Chief Financial Officer 400.0K 260.0K 600.0K 13.2K 1.27M 47.13%
12 2023 Ranjana Ram Chief Operating Officer 375.0K 187.5K 13.2K 575.7K 0.00%
13 2023 Bradley Miller General Counsel and Chief Risk Officer 375.0K 187.5K 13.2K 575.7K 0.00%
14 2022 Thomas Priore President, Chief Executive Officer, and Chairman 975.0K 1.14M 23.3K 2.14M 0.00%
15 2022 Bradley Miller General Counsel and Chief Risk Officer 359.6K 178.1K 1.07M 12.2K 1.62M 66.09%
16 2022 Timothy O'Leary Chief Financial Officer 107.7K 69.7K 611.9K 789.3K 77.53%
17 2022 Michael Vollkommer Chief Financial Officer 310.6K 127.7K 12.2K 450.5K 0.00%
18 2021 Thomas Priore President, Chief Executive Officer, and Chairman 900.0K 2.00M 20.9K 2.92M 0.00%
19 2021 Michael Vollkommer Chief Financial Officer 425.0K 212.5K 750.0K 11.6K 1.40M 53.61%
20 2021 Bradley Miller General Counsel and Chief Risk Officer 323.5K 162.5K 10.6K 496.6K 0.00%
21 2021 Ranjana Ram, Executive Vice President, Mergers and Acquisions 271.2K 140.0K 1.75M 11.6K 15,053.42%
22 2020 Thomas Priore President, Chief Executive Officer, and Chairman 737.5K 874.6K 874.6K 400.0K 2.89M 30.30%
23 2020 Bradley Miller General Counsel, Chief Risk Officer, and Corporate Secretary 273.7K 157.5K 431.2K 36.53%
24 2020 Ranjana Ram, Executive Vice President, Mergers and Acquisions 230.0K 190.0K 420.0K 0.00%
25 2020 Michael Vollkommer Chief Financial Officer 425.0K 287.5K 750.0K 11.4K 6,578.95%
26 2019 Michael Vollkommer Chief Financial Officer 425.0K 253.9K 678.9K 37.40%
27 2019 Thomas Priore President, Chief Executive Officer, and Chairman 500.0K 500.0K 0.00%
28 2019 Afshin Yazdian President of Core Acquiring 400.0K 11.2K 411.2K 0.00%
29 2018 Thomas Priore President, Chief Executive Officer, and Chairman 500.0K 400.0K 900.0K 0.00%
30 2018 Thomas Priore Executive Chairman 500.0K 400.0K 900.0K 0.00%
31 2018 Michael Vollkommer Chief Financial Officer 16.3K 750.0K 766.3K 97.87%
32 2018 Afshin Yazdian President of Core Acquiring 400.0K 180.0K 21.1K 601.1K 0.00%
33 2018 John Priore President and CEO 513.6K 50.0K 22.1K 585.7K 0.00%
34 2017 John Priore President and CEO 467.2K 350.0K 20.5K 837.7K 0.00%
35 2017 Thomas Priore Executive Chairman 500.0K 250.0K 750.0K 0.00%
36 2017 Afshin Yazdian President of Core Acquiring 381.9K 232.5K 20.7K 635.2K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-28 DEF 14A
2026-04-10 PRE 14A
2025-05-05 DEFA14A
2025-04-30 DEF 14A
2025-04-11 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 8-K
2026-05-11 10-Q
2026-04-28 DEF 14A
2026-04-10 PRE 14A
2026-04-09 4/A
2026-04-09 4/A
2026-04-03 4
2026-04-03 4
2026-04-03 4
2026-04-03 4

Executive team

NameTitleCompensationGender
Thomas Charles Priore Executive Chairman, President & Chief Executive Officer 5M male
Timothy O'Leary Chief Financial Officer 674.0K male
Ranjana Ram Chief Operating Officer 576.3K female
Bradley J. Miller General Counsel, Chief Risk Officer & Corporate Secretary 554.0K male
Pamela Tefft Senior Vice President of Finance female
Rajiv Kumar Executive VP & Chief Accounting Officer male
Sean Kiewiet Chief Strategy Officer male
Anthony Martin Bonventre Executive Vice President of Operations male
Yi Sun Chief Technology Officer male
David Faupel Chief Marketing Officer male
Eliot Buchanan President of Priority Tech Ventures male
Jennifer Hand Chief People Officer female
ESG Rating
B
SOFTWARE - INFRASTRUCTURE
2026
E (Environmental)
56.8 / 65.1
Company / Sector avg.
S (Social)
63.8 / 63.5
Company / Sector avg.
G (Governance)
71.8 / 65.6
Company / Sector avg.
ESG Total
64.1 / 64.7
Company / Sector avg.
ESG Score History SOFTWARE - INFRASTRUCTURE
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 history

Earnings history

Earnings reports

Stock splits