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Privia Health Group, Inc. (PRVA)
USD28.31
+0.28 (+1.00%)
US NASDAQ Healthcare Medical - Healthcare Information Services
Address
950 North Glebe Road 22203
Arlington, VA, US
Arlington, VA, US
CEO
Parth Mehrotra
Website
priviahealth.com
IPO
2021-04-28
CIK 1759655 ISIN US74276R1023
Description
Privia Health Group, Inc. functions as a national entity focused on empowering physicians throughout the United States. It partners with medical groups, health plans, and health systems, with the primary objective of optimizing physician practices, enhancing patient experiences, and appropriately compensating clinicians for care delivered both virtually and in person. To achieve this, Privia offers a comprehensive suite of services. These include technology and population health tools designed to streamline independent providers' workflows; a Management Services Organization (MSO) that alleviates administrative tasks, freeing providers to focus on clinical care; a single-TIN medical group, which bolsters payer negotiations, facilitates clinical integration, and aligns financial incentives; an Accountable Care Organization (ACO) designed to engage patients, reduce inefficient utilization, and improve care coordination and patient quality metrics, thereby advancing value-based care; and a network connecting providers with new patient populations and enabling custom contracts with purchasers and payers. Founded in 2007, the company's headquarters are located in Arlington, Virginia. Privia Health Group, Inc. was formerly a subsidiary of Brighton Health Group Holdings, LLC.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD28.31
+0.28 (+1.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
0.87
Float Shares
111.02M
Free Float %
88.4%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.30% | -0.91% | +1.74% | +5.86% | -6.03% | -4.01% | -9.18% | -13.79% | -24.49% | -1.04% | -1.04% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (22 ratings, all time)
Buy
Price Targets & DCF
Current price
28.31
Low
26.00
-8.2%
Consensus
31.67
+11.9%
Median
31.50
+11.3%
High
36.00
+27.2%
DCF (Unlevered)
46.43
+64.0%
DCF (Levered)
46.24
+63.4%
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)
90% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 5 | 0 |
| Buy | 14 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
26.00
-8.2%
|
| Last Quarter | 3 |
31.33
+10.7%
|
| Last Year | 8 |
30.25
+6.9%
|
| All Time | 29 |
33.69
+19.0%
|
Quality scores
Altman Z-Score
0.16
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Medical - Healthcare Information Services: +14.2%+22.3% ★ Q1'26: +25.8% (vs Q1'25)
-
EPS growth Medical - Healthcare Information Services: +43.1%+63.6% ★ Q1'26: -22.0% (vs Q1'25)
-
FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%+3.4% ★ Q1'26: -8.2% (vs Q1'25)
-
EBIT margin Medical - Healthcare Information Services: +8.8%+1.6% Q1'26: +1.2% (vs Q1'25)
-
ROIC Medical - Healthcare Information Services: +5.2%+7.2% ★ Q1'26: +0.0% (vs Q1'25)
-
Share dilution Medical - Healthcare Information Services: -0.1%+2.6% Q1'26: +2.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×0.22× ★ Q1'26: 210.71× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 11 Rev. Ana. 10 EPS Ana. |
Dec 2027 11 Rev. Ana. 10 EPS Ana. |
Dec 2028 6 Rev. Ana. 4 EPS Ana. |
Dec 2029 5 Rev. Ana. 2 EPS Ana. |
Dec 2030 3 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
966.22M
est: 917.73M (+5.3%)
|
1.36B
est: 1.33B (+2.3%)
|
1.66B
est: 1.70B (-2.2%)
|
1.74B
est: 1.70B (+2.3%)
|
2.12B
est: 2.10B (+1.2%)
|
2.41B
2.39B – 2.42B
+14.9% YoY
|
2.65B
2.61B – 2.75B
+10.1% YoY
|
2.93B
2.91B – 2.95B
+10.4% YoY
|
3.10B
3.03B – 3.23B
+6.0% YoY
|
3.41B
3.33B – 3.55B
+9.8% YoY
|
| EBITDA |
-214.97M
est: -31.12M (-590.8%)
|
-14.55M
est: -44.95M (+67.6%)
|
27.18M
est: 382.04M (-92.9%)
|
24.25M
est: 382.42M (-93.7%)
|
44.14M
est: 472.65M (-90.7%)
|
542.86M
538.30M – 545.14M
+14.9% YoY
|
597.74M
588.58M – 620.65M
+10.1% YoY
|
660.05M
655.21M – 664.88M
+10.4% YoY
|
699.43M
683.77M – 728.71M
+6.0% YoY
|
768.15M
750.94M – 800.30M
+9.8% YoY
|
| EBIT |
-217.44M
est: -34.11M (-537.5%)
|
-19.12M
est: -49.27M (+61.2%)
|
20.65M
est: 371.65M (-94.4%)
|
16.98M
est: 372.01M (-95.4%)
|
34.24M
est: 459.80M (-92.6%)
|
528.09M
523.65M – 530.31M
+14.9% YoY
|
581.49M
572.57M – 603.76M
+10.1% YoY
|
642.09M
637.39M – 646.80M
+10.4% YoY
|
680.41M
665.17M – 708.88M
+6.0% YoY
|
747.25M
730.52M – 778.53M
+9.8% YoY
|
| Net Income |
-188.23M
est: -227.61M (+17.3%)
|
-8.59M
est: -31.68M (+72.9%)
|
23.08M
est: 16.46M (+40.2%)
|
14.39M
est: 14.84M (-3.1%)
|
22.92M
est: 21.76M (+5.3%)
|
33.45M
25.40M – 44.21M
+53.7% YoY
|
56.02M
43.36M – 72.26M
+67.5% YoY
|
86.42M
65.50M – 96.99M
+54.3% YoY
|
96.67M
93.85M – 101.93M
+11.9% YoY
|
116.00M
112.62M – 122.31M
+20.0% YoY
|
| SGA |
278.63M
est: 116.57M (+139.0%)
|
149.33M
est: 168.40M (-11.3%)
|
134.32M
est: 218.82M (-38.6%)
|
152.60M
est: 219.03M (-30.3%)
|
165.29M
est: 270.72M (-38.9%)
|
310.93M
308.32M – 312.24M
+14.9% YoY
|
342.37M
337.12M – 355.48M
+10.1% YoY
|
378.05M
375.28M – 380.82M
+10.4% YoY
|
400.61M
391.64M – 417.38M
+6.0% YoY
|
439.97M
430.11M – 458.38M
+9.8% YoY
|
| EPS |
-1.77
est: -1.81 (+2.3%)
|
-0.08
est: -0.25 (+69.3%)
|
0.20
est: 0.13 (+58.6%)
|
0.12
est: 0.13 (-8.1%)
|
0.19
est: 0.13 (+44.3%)
|
0.26
0.20 – 0.34
+99.6% YoY
|
0.41
0.34 – 0.56
+57.6% YoY
|
0.60
0.51 – 0.75
+45.5% YoY
|
0.75
0.73 – 0.79
+24.5% YoY
|
0.90
0.87 – 0.95
+20.0% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | A | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 | 4/5 | 5/5 |
| 2026-05-06 | B | 3/5 | 5/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-05 | B | 3/5 | 5/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-04 | B | 3/5 | 5/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-01 | B | 3/5 | 5/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-30 | B | 3/5 | 5/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-29 | B | 3/5 | 5/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-28 | B | 3/5 | 5/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-27 | B | 3/5 | 5/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-24 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-21 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-20 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-17 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-16 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-49.28B
OE per share TTM
-376.49
Owner's Yield
-1,654.42%
Maintenance CapEx ratio
25.81%
Maint CapEx / Avg PPE
0.6%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
75
Total invested
209.36M
Insider transactions (90d)
4
Beneficial owners (>5%)
34
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS & CO. LLC | 28.01M | 26.40% | — | 28.01M | — | 28.01M | BD, IA, OO | — | 2022-02-14 | ↗ |
| 2 | THE GOLDMAN SACHS GROUP, INC. | 28.01M | 26.40% | — | 28.01M | — | 28.01M | HC, CO | — | 2022-02-14 | ↗ |
| 3 | Broad Street Principal Investments, L.L.C. | 23.91M | 22.50% | — | 23.91M | — | 23.91M | OO | — | 2022-02-14 | ↗ |
| 4 | Alexander M. Knaster | 20.02M | 18.80% | — | 20.02M | — | — | IN | United Kingdom | 2022-02-14 | ↗ |
| 5 | C. Halsted | 20.02M | 18.80% | — | 20.02M | — | — | IN | States | 2022-04-29 | ↗ |
| 6 | Capital Management LLC | 20.02M | 18.80% | — | 20.02M | — | — | OO | Delaware | 2022-04-29 | ↗ |
| 7 | Capital Management LLP | 20.02M | 18.80% | — | 20.02M | — | — | PN | Kingdom | 2022-04-29 | ↗ |
| 8 | Capital Partners III, L.P. | 20.02M | 18.80% | — | 20.02M | — | 20.02M | PN | Islands | 2022-04-29 | ↗ |
| 9 | Equity Advisors III Ltd. | 20.02M | 18.80% | — | 20.02M | — | — | CO | Islands | 2022-04-29 | ↗ |
| 10 | Equity Carryco Advisors III, Ltd. | 20.02M | 18.80% | — | 20.02M | — | — | CO | Islands | 2022-04-29 | ↗ |
| 11 | John C. Halsted | 20.02M | 18.80% | — | 20.02M | — | — | IN | United States | 2022-02-14 | ↗ |
| 12 | M. Knaster | 20.02M | 18.80% | — | 20.02M | — | — | IN | Kingdom | 2022-04-29 | ↗ |
| 13 | PE Investments II, Ltd. | 20.02M | 18.80% | — | 20.02M | — | — | CO | Islands | 2022-04-29 | ↗ |
| 14 | PE Investments Malta Limited | 20.02M | 18.80% | — | 20.02M | — | — | CO | Malta | 2022-04-29 | ↗ |
| 15 | Pamplona Capital Management (PE) SL | 20.02M | 18.80% | — | 20.02M | — | — | OO | Spain | 2022-02-14 | ↗ |
| 16 | Pamplona Capital Management LLC | 20.02M | 18.80% | — | 20.02M | — | — | OO | Delaware | 2022-02-14 | ↗ |
| 17 | Pamplona Capital Management LLP | 20.02M | 18.80% | — | 20.02M | — | — | PN | United Kingdom | 2022-02-14 | ↗ |
| 18 | Pamplona Capital Partners III, L.P. | 20.02M | 18.80% | — | 20.02M | — | — | PN | Cayman Islands | 2022-02-14 | ↗ |
| 19 | Pamplona Equity Advisors III Ltd. | 20.02M | 18.80% | — | 20.02M | — | — | CO | Cayman Islands | 2022-02-14 | ↗ |
| 20 | Pamplona PE Investments Malta Limited | 20.02M | 18.80% | — | 20.02M | — | — | CO | Malta | 2022-02-14 | ↗ |
| 21 | Private Equity Carryco III, L.P. | 20.02M | 18.80% | — | 20.02M | — | — | PN | Islands | 2022-04-29 | ↗ |
| 22 | (1) BlackRock, Inc. | 13.94M | 12.10% | 13.69M | — | 13.94M | — | HC | Delaware | 2023-07-07 | ↗ |
| 23 | Durable Capital Partners LP | 9.09M | 7.90% | 9.09M | — | 9.09M | — | IA, PN | Delaware | 2023-05-15 | ↗ |
| 24 | Sullivan | 5.86M | 5.10% | 5.86M | — | 5.86M | — | IN | — | 2023-02-14 | ↗ |
| 25 | LLC | 5.85M | 5.10% | 5.85M | — | 5.85M | — | OO | — | 2023-02-14 | ↗ |
| 26 | Bridge Street 2013 Holdings, L.P. | 2.97M | 2.80% | — | 2.97M | — | 2.97M | PN | — | 2022-02-14 | ↗ |
| 27 | Bridge Street Opportunity Advisors, L.L.C. | 2.97M | 2.80% | — | 2.97M | — | 2.97M | OO | — | 2022-02-14 | ↗ |
| 28 | Bridge Street 2013, L.P. | 2.41M | 2.30% | — | 2.41M | — | 2.41M | PN | — | 2022-02-14 | ↗ |
| 29 | MBD 2013 Holdings, L.P. | 1.13M | 1.10% | — | 1.13M | — | 1.13M | PN | — | 2022-02-14 | ↗ |
| 30 | MBD Advisors, L.L.C. | 1.13M | 1.10% | — | 1.13M | — | 1.13M | OO | — | 2022-02-14 | ↗ |
| 31 | MBD 2013, L.P. | 766.0K | 0.70% | — | 766.0K | — | 766.0K | PN | — | 2022-02-14 | ↗ |
| 32 | Bridge Street 2013 Offshore, L.P. | 555.0K | 0.50% | — | 555.0K | — | 555.0K | PN | — | 2022-02-14 | ↗ |
| 33 | MBD 2013 Offshore, L.P. | 361.8K | 0.30% | — | 361.8K | — | 361.8K | PN | — | 2022-02-14 | ↗ |
| 34 | Capital Management (PE) SL | — | 0.00% | — | — | — | — | OO | Spain | 2022-04-29 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
75
-201 vs prev Q
New positions
11
Closed positions
211
Increased
27
Reduced
27
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 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 90.9K +90.9K (+100.0%) | 2.16B +2.2B (+100.0%) | 0.07% +0.074 pp | 0.00% +0.003 pp | USD23.71 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 18.96M -562.0K (-2.9%) | 449.64M -36.6M (-7.5%) | 15.45% -0.541 pp | 0.01% -0.001 pp | USD18.62 +27.3% | 6 qtrs — |
| 3 | DURABLE CAPITAL PARTNERS LP | 12.09M +396.2K (+3.4%) | 286.60M -4.5M (-1.6%) | 9.85% +0.273 pp | 2.71% +0.555 pp | USD24.49 -3.2% | 11 qtrs — |
| 4 | FMR LLC | 12.05M -414.5K (-3.3%) | 285.71M -24.7M (-7.9%) | 9.82% -0.391 pp | 0.01% -0.002 pp | USD25.40 -6.7% | 19 qtrs — |
| 5 | VANGUARD GROUP INC | 12.00M -103.0K (-0.9%) | 284.42M -16.8M (-5.6%) | 9.77% -0.135 pp | 0.00% 0.000 pp | USD30.83 -23.1% | 19 qtrs — |
| 6 | RUBICON FOUNDERS LLC | 5.77M +— (+0.0%) | 136.89M -6.9M (-4.8%) | 4.70% -0.025 pp | 85.47% +10.973 pp | USD22.45 +5.6% | 9 qtrs — |
| 7 | RIVERBRIDGE PARTNERS LLC | 4.58M -50.3K (-1.1%) | 108.68M -6.7M (-5.8%) | 3.73% -0.061 pp | 2.04% +0.090 pp | USD24.02 -1.3% | 17 qtrs — |
| 8 | STATE STREET CORP | 4.27M -83.0K (-1.9%) | 101.25M -7.1M (-6.6%) | 3.48% -0.086 pp | 0.00% 0.000 pp | USD26.36 -10.1% | 19 qtrs — |
| 9 | VAN BERKOM & ASSOCIATES INC. | 3.84M +69.7K (+1.8%) | 91.15M -2.8M (-3.0%) | 3.13% +0.041 pp | 2.63% -0.090 pp | USD23.16 +2.4% | 4 qtrs — |
| 10 | BANK OF NEW YORK MELLON CORP | 3.05M -28.0K (-0.9%) | 72.21M -4.3M (-5.6%) | 2.48% -0.036 pp | 0.01% -0.002 pp | USD28.56 -17.0% | 19 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 2.81M +31.2K (+1.1%) | 66.74M -2.6M (-3.7%) | 2.29% +0.014 pp | 0.00% 0.000 pp | USD27.65 -14.2% | 19 qtrs — |
| 12 | PRINCIPAL FINANCIAL GROUP INC | 2.79M +43.6K (+1.6%) | 66.10M -2.2M (-3.3%) | 2.27% +0.024 pp | 0.03% -0.001 pp | USD30.56 -22.4% | 19 qtrs — |
| 13 | DIMENSIONAL FUND ADVISORS LP | 2.26M +128.4K (+6.0%) | 53.68M +509.6K (+1.0%) | 1.84% +0.096 pp | 0.01% 0.000 pp | USD22.30 +6.3% | 13 qtrs — |
| 14 | UBS ASSET MANAGEMENT AMERICAS INC | 2.09M -76.3K (-3.5%) | 49.53M -4.4M (-8.1%) | 1.70% -0.071 pp | 0.01% -0.001 pp | USD21.20 +11.8% | 16 qtrs — |
| 15 | FRANKLIN RESOURCES INC | 1.49M -105.5K (-6.6%) | 35.35M -4.4M (-11.1%) | 1.21% -0.093 pp | 0.01% -0.001 pp | USD30.11 -21.3% | 19 qtrs — |
| 16 | POINT72 ASSET MANAGEMENT, L.P. | 1.48M +185.0K (+14.3%) | 35.10M +2.8M (+8.8%) | 1.21% +0.145 pp | 0.04% -0.015 pp | USD24.75 -4.2% | 2 qtrs — |
| 17 | BANK OF AMERICA CORP /DE/ | 1.41M +133.5K (+10.4%) | 33.52M +1.6M (+5.1%) | 1.15% +0.103 pp | 0.00% +0.000 pp | USD23.01 +3.0% | 19 qtrs — |
| 18 | BLACKBARN CAPITAL PARTNERS LP | 1.30M +209.6K (+19.2%) | 30.82M +3.7M (+13.5%) | 1.06% +0.166 pp | 2.03% +0.084 pp | USD21.77 +8.9% | 9 qtrs — |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.28M +2.0K (+0.2%) | 30.33M -1.5M (-4.6%) | 1.04% -0.004 pp | 0.00% 0.000 pp | USD26.57 -10.8% | 19 qtrs — |
| 20 | NORTHERN TRUST CORP | 1.27M -102.2K (-7.4%) | 30.15M -4.1M (-11.9%) | 1.04% -0.089 pp | 0.00% -0.001 pp | USD26.92 -11.9% | 19 qtrs — |
| 21 | FREESTONE GROVE PARTNERS LP | 1.21M +350.2K (+40.6%) | 28.77M +7.3M (+33.9%) | 0.99% +0.282 pp | 0.21% +0.048 pp | USD23.71 +0.0% | 3 qtrs — |
| 22 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.16M -102.3K (-8.1%) | 27.45M -3.9M (-12.5%) | 0.94% -0.089 pp | 0.19% -0.019 pp | USD22.77 +4.1% | 4 qtrs — |
| 23 | NUVEEN, LLC | 1.10M -91.3K (-7.7%) | 26.11M -3.6M (-12.1%) | 0.90% -0.079 pp | 0.01% -0.001 pp | USD22.54 +5.2% | 4 qtrs — |
| 24 | MORGAN STANLEY | 1.10M +116.3K (+11.8%) | 26.06M +1.6M (+6.5%) | 0.90% +0.091 pp | 0.00% +0.000 pp | USD25.40 -6.7% | 19 qtrs — |
| 25 | LOOMIS SAYLES & CO L P | 1.07M -65.0K (-5.7%) | 25.35M -2.9M (-10.2%) | 0.87% -0.058 pp | 0.03% -0.003 pp | USD22.51 +5.3% | 11 qtrs — |
| 26 | GOLDMAN SACHS GROUP INC | 894.7K +258.4K (+40.6%) | 21.21M +5.4M (+33.9%) | 0.73% +0.208 pp | 0.00% +0.001 pp | USD21.30 +11.3% | 19 qtrs — |
| 27 | ARROWMARK COLORADO HOLDINGS LLC | 841.3K +489.9K (+139.4%) | 19.95M +11.2M (+128.0%) | 0.69% +0.398 pp | 0.44% +0.276 pp | USD24.21 -2.1% | 2 qtrs — |
| 28 | CITADEL ADVISORS LLC | 742.2K +703.2K (+1,806.3%) | 17.60M +16.6M (+1,715.2%) | 0.60% +0.573 pp | 0.00% +0.003 pp | USD23.53 +0.8% | 19 qtrs — |
| 29 | EVENTIDE ASSET MANAGEMENT, LLC | 737.7K +— (+0.0%) | 17.49M -877.9K (-4.8%) | 0.60% -0.003 pp | 0.27% -0.029 pp | USD18.94 +25.2% | 15 qtrs — |
| 30 | MILLENNIUM MANAGEMENT LLC | 702.7K +112.4K (+19.0%) | 16.66M +2.0M (+13.4%) | 0.57% +0.089 pp | 0.01% +0.001 pp | USD21.17 +12.0% | 19 qtrs — |
| 31 | ENVESTNET ASSET MANAGEMENT INC | 655.9K +108.1K (+19.7%) | 15.55M +1.9M (+14.0%) | 0.53% +0.086 pp | 0.00% +0.001 pp | USD24.34 -2.6% | 19 qtrs — |
| 32 | C WORLDWIDE GROUP HOLDING A/S | 610.0K +— (+0.0%) | 14.46M -726.0K (-4.8%) | 0.50% -0.003 pp | 0.25% +0.018 pp | USD28.97 -18.2% | 18 qtrs — |
| 33 | ROYCE & ASSOCIATES LP | 595.6K -11.6K (-1.9%) | 14.12M -996.4K (-6.6%) | 0.49% -0.012 pp | 0.14% -0.008 pp | USD23.40 +1.3% | 4 qtrs — |
| 34 | RENAISSANCE TECHNOLOGIES LLC | 514.0K -62.3K (-10.8%) | 12.19M -2.2M (-15.1%) | 0.42% -0.053 pp | 0.02% +0.000 pp | USD21.01 +12.9% | 7 qtrs — |
| 35 | SEI INVESTMENTS CO | 460.7K -102.7K (-18.2%) | 10.92M -3.1M (-22.1%) | 0.38% -0.086 pp | 0.01% -0.004 pp | USD23.29 +1.8% | 19 qtrs — |
| 36 | OMERS ADMINISTRATION CORP | 452.6K +— (+0.0%) | 10.73M -538.6K (-4.8%) | 0.37% -0.002 pp | 0.08% -0.004 pp | USD26.79 -11.5% | 12 qtrs — |
| 37 | BELLEVUE GROUP AG | 448.2K -218.0K (-32.7%) | 10.63M -6.0M (-35.9%) | 0.37% -0.180 pp | 0.20% -0.143 pp | USD32.90 -27.9% | 19 qtrs — |
| 38 | INVESCO LTD. | 427.6K +20.7K (+5.1%) | 10.14M +5.4K (+0.1%) | 0.35% +0.015 pp | 0.00% +0.000 pp | USD27.99 -15.3% | 19 qtrs — |
| 39 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 399.9K -50.2K (-11.1%) | 9.48M -1.7M (-15.4%) | 0.33% -0.043 pp | 0.03% -0.009 pp | USD23.61 +0.4% | 11 qtrs — |
| 40 | FIRST TRUST ADVISORS LP | 393.1K +75.9K (+23.9%) | 9.32M +1.4M (+18.0%) | 0.32% +0.060 pp | 0.01% +0.001 pp | USD23.25 +2.0% | 15 qtrs — |
| 41 | CLEARBRIDGE INVESTMENTS, LLC | 369.4K -31.6K (-7.9%) | 8.76M -1.2M (-12.3%) | 0.30% -0.028 pp | 0.01% -0.001 pp | USD22.91 +3.5% | 4 qtrs — |
| 42 | PIER CAPITAL, LLC | 355.3K -1.9K (-0.5%) | 8.42M -470.2K (-5.3%) | 0.29% -0.003 pp | 1.34% -0.045 pp | USD23.30 +1.8% | 13 qtrs — |
| 43 | PEREGRINE CAPITAL MANAGEMENT LLC | 330.3K -4.2K (-1.3%) | 7.83M -498.8K (-6.0%) | 0.27% -0.005 pp | 0.24% -0.011 pp | USD30.43 -22.1% | 19 qtrs — |
| 44 | RENAISSANCE GROUP LLC | 328.0K +328.0K (+100.0%) | 7.78M +7.8M (+100.0%) | 0.27% +0.267 pp | 0.31% +0.312 pp | USD23.71 +0.0% | 1 qtrs NEW |
| 45 | RHUMBLINE ADVISERS | 308.9K -19.6K (-6.0%) | 7.32M -855.3K (-10.5%) | 0.25% -0.017 pp | 0.01% -0.001 pp | USD26.11 -9.2% | 19 qtrs — |
| 46 | RESOURCES INVESTMENT ADVISORS, LLC. | 300.8K -29.7K (-9.0%) | 7.13M -1.1M (-13.3%) | 0.25% -0.026 pp | 0.07% -0.015 pp | USD29.09 -18.5% | 15 qtrs — |
| 47 | QUBE RESEARCH & TECHNOLOGIES LTD | 275.8K +213.2K (+340.4%) | 6.54M +5.0M (+319.4%) | 0.22% +0.173 pp | 0.01% +0.005 pp | USD23.00 +3.1% | 8 qtrs — |
| 48 | LEGAL & GENERAL GROUP PLC | 275.1K -17.9K (-6.1%) | 6.52M -771.8K (-10.6%) | 0.22% -0.016 pp | 0.00% 0.000 pp | USD26.80 -11.5% | 19 qtrs — |
| 49 | OPPENHEIMER ASSET MANAGEMENT INC. | 273.4K +29.9K (+12.3%) | 6.48M +420.0K (+6.9%) | 0.22% +0.023 pp | 0.08% +0.013 pp | USD23.86 -0.6% | 17 qtrs — |
| 50 | UBS GROUP AG | 265.3K -49.4K (-15.7%) | 6.29M -1.5M (-19.7%) | 0.22% -0.042 pp | 0.00% 0.000 pp | USD22.87 +3.7% | 19 qtrs — |
| 51 | BARCLAYS PLC | 254.8K +30.8K (+13.8%) | 6.04M +2.0M (+48.1%) | 0.21% +0.024 pp | 0.00% +0.000 pp | USD21.43 +10.6% | 16 qtrs — |
| 52 | ROYAL BANK OF CANADA | 251.0K -16.0K (-6.0%) | 5.95M -695.0K (-10.5%) | 0.20% -0.014 pp | 0.00% 0.000 pp | USD24.10 -1.6% | 19 qtrs — |
| 53 | WOODLINE PARTNERS LP | 240.1K +240.1K (+100.0%) | 5.69M +5.7M (+100.0%) | 0.20% +0.196 pp | 0.02% +0.022 pp | USD23.71 +0.0% | 1 qtrs NEW |
| 54 | WELLINGTON MANAGEMENT GROUP LLP | 233.4K +8.5K (+3.8%) | 5.54M -65.4K (-1.2%) | 0.19% +0.006 pp | 0.00% +0.000 pp | USD24.37 -2.7% | 11 qtrs — |
| 55 | ALGERT GLOBAL LLC | 224.5K -259.8K (-53.6%) | 5.32M -6.7M (-55.9%) | 0.18% -0.214 pp | 0.08% -0.119 pp | USD23.78 -0.3% | 17 qtrs — |
| 56 | PDT PARTNERS, LLC | 222.0K +3.3K (+1.5%) | 5.26M -182.0K (-3.3%) | 0.18% +0.002 pp | 0.34% -0.002 pp | USD22.80 +4.0% | 4 qtrs — |
| 57 | BRIDGEWATER ASSOCIATES, LP | 210.0K +160.0K (+319.8%) | 4.98M +3.7M (+299.8%) | 0.17% +0.130 pp | 0.02% +0.013 pp | USD23.99 -1.2% | 2 qtrs — |
| 58 | AMERIPRISE FINANCIAL INC | 204.2K -11.7K (-5.4%) | 4.84M -535.1K (-10.0%) | 0.17% -0.011 pp | 0.00% 0.000 pp | USD26.10 -9.2% | 19 qtrs — |
| 59 | COLONY GROUP, LLC | 201.1K -2.1K (-1.1%) | 4.77M -291.4K (-5.8%) | 0.16% -0.003 pp | 0.01% -0.003 pp | USD23.99 -1.2% | 3 qtrs — |
| 60 | DEUTSCHE BANK AG\ | 196.2K -73.4K (-27.2%) | 4.65M -2.1M (-30.7%) | 0.16% -0.061 pp | 0.00% -0.001 pp | USD24.99 -5.1% | 19 qtrs — |
| 61 | SWISS NATIONAL BANK | 193.6K +4.5K (+2.4%) | 4.59M -118.3K (-2.5%) | 0.16% +0.003 pp | 0.00% +0.000 pp | USD26.32 -9.9% | 17 qtrs — |
| 62 | STIFEL FINANCIAL CORP | 170.6K +49.9K (+41.4%) | 4.05M +1.0M (+34.6%) | 0.14% +0.040 pp | 0.00% +0.001 pp | USD24.58 -3.5% | 11 qtrs — |
| 63 | WELLS FARGO & COMPANY/MN | 152.5K +56.5K (+58.8%) | 3.62M +1.2M (+51.3%) | 0.12% +0.046 pp | 0.00% +0.000 pp | USD23.65 +0.3% | 19 qtrs — |
| 64 | ALLIANCEBERNSTEIN L.P. | 146.1K +5.4K (+3.9%) | 3.46M -38.8K (-1.1%) | 0.12% +0.004 pp | 0.00% +0.000 pp | USD28.22 -16.0% | 19 qtrs — |
| 65 | SCHRODER INVESTMENT MANAGEMENT GROUP | 140.0K +1.1K (+0.8%) | 3.34M -51.0K (-1.5%) | 0.11% +0.000 pp | 0.00% 0.000 pp | USD29.59 -19.9% | 19 qtrs — |
| 66 | BNP PARIBAS ARBITRAGE, SNC | 130.1K +41.2K (+46.4%) | 3.08M +871.7K (+39.4%) | 0.11% +0.033 pp | 0.00% +0.000 pp | USD20.87 +13.6% | 5 qtrs — |
| 67 | AQR CAPITAL MANAGEMENT LLC | 127.5K +11.7K (+10.1%) | 3.02M +140.0K (+4.9%) | 0.10% +0.009 pp | 0.00% 0.000 pp | USD24.02 -1.3% | 14 qtrs — |
| 68 | GREAT LAKES ADVISORS, LLC | 125.3K -54.9K (-30.5%) | 2.97M -1.5M (-33.8%) | 0.10% -0.046 pp | 0.02% -0.013 pp | USD24.90 -4.8% | 2 qtrs — |
| 69 | RHENMAN & PARTNERS ASSET MANAGEMENT AB | 125.0K -69.2K (-35.6%) | 2.96M -1.9M (-38.7%) | 0.10% -0.057 pp | 0.28% -0.258 pp | USD24.32 -2.5% | 18 qtrs — |
| 70 | KORNITZER CAPITAL MANAGEMENT INC /KS | 124.5K +— (+0.0%) | 2.95M -148.2K (-4.8%) | 0.10% -0.001 pp | 0.06% -0.001 pp | USD29.27 -19.0% | 19 qtrs — |
| 71 | JPMORGAN CHASE & CO | 122.0K -26.7K (-17.9%) | 2.89M -809.8K (-21.9%) | 0.10% -0.022 pp | 0.00% +0.000 pp | USD22.57 +5.1% | 19 qtrs — |
| 72 | CARTESIAN GROWTH CORP | 112.6K -12.0 (0.0%) | 2.67M -134.3K (-4.8%) | 0.09% -0.001 pp | 0.06% -0.009 pp | USD23.03 +3.0% | 9 qtrs — |
| 73 | CETERA INVESTMENT ADVISERS | 110.7K +37.2K (+50.5%) | 2.62M +793.4K (+43.3%) | 0.09% +0.030 pp | 0.00% +0.001 pp | USD21.39 +10.8% | 8 qtrs — |
| 74 | PRICE T ROWE ASSOCIATES INC /MD/ | 110.6K +9.1K (+9.0%) | 2.62M +95.0K (+3.8%) | 0.09% +0.007 pp | 0.00% +0.000 pp | USD23.64 +0.3% | 19 qtrs — |
| 75 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 108.9K -7.9K (-6.7%) | 2.58M -325.9K (-11.2%) | 0.09% -0.007 pp | 0.00% -0.001 pp | USD17.27 +37.3% | 7 qtrs — |
| 76 | PRUDENTIAL FINANCIAL INC | 108.3K -7.7K (-6.6%) | 2.57M -320.8K (-11.1%) | 0.09% -0.007 pp | 0.00% 0.000 pp | USD25.74 -7.9% | 11 qtrs — |
| 77 | STERLING CAPITAL MANAGEMENT LLC | 103.4K +494.0 (+0.5%) | 2.45M -110.8K (-4.3%) | 0.08% +0.000 pp | 0.04% +0.002 pp | USD23.34 +1.6% | 6 qtrs — |
| 78 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 95.9K +6.3K (+7.0%) | 2.27M +42.4K (+1.9%) | 0.08% +0.005 pp | 0.00% +0.000 pp | USD27.75 -14.6% | 19 qtrs — |
| 79 | STATE OF NEW JERSEY COMMON PENSION FUND D | 93.2K -6.5K (-6.5%) | 2.21M -272.1K (-11.0%) | 0.08% -0.006 pp | 0.01% -0.001 pp | USD22.91 +3.5% | 4 qtrs — |
| 80 | HSBC HOLDINGS PLC | 84.3K -3.0K (-3.4%) | 2.00M -147.0K (-6.8%) | 0.07% -0.003 pp | 0.00% 0.000 pp | USD20.94 +13.2% | 8 qtrs — |
| 81 | CREATIVE PLANNING | 82.2K +4.5K (+5.8%) | 1.95M +14.9K (+0.8%) | 0.07% +0.003 pp | 0.00% 0.000 pp | USD21.32 +11.2% | 8 qtrs — |
| 82 | THRIVENT FINANCIAL FOR LUTHERANS | 79.4K -3.8K (-4.5%) | 1.88M -188.0K (-9.1%) | 0.06% -0.003 pp | 0.00% -0.001 pp | USD25.67 -7.6% | 11 qtrs — |
| 83 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 74.3K -378.9K (-83.6%) | 1.76M -9.5M (-84.4%) | 0.06% -0.311 pp | 0.00% -0.015 pp | USD24.90 -4.8% | 2 qtrs — |
| 84 | METLIFE INVESTMENT MANAGEMENT, LLC | 66.5K -2.4K (-3.5%) | 1.58M -139.4K (-8.1%) | 0.05% -0.002 pp | 0.01% -0.001 pp | USD26.46 -10.4% | 19 qtrs — |
| 85 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 65.7K +823.0 (+1.3%) | 1.56M -58.0K (-3.6%) | 0.05% +0.000 pp | 0.02% +0.000 pp | USD25.69 -7.7% | 11 qtrs — |
| 86 | JANNEY MONTGOMERY SCOTT LLC | 64.2K +14.2K (+28.4%) | 1.52M +277.0K (+22.2%) | 0.05% +0.011 pp | 0.00% +0.001 pp | USD22.70 +4.4% | 11 qtrs — |
| 87 | ILLINOIS MUNICIPAL RETIREMENT FUND | 62.9K +7.4K (+13.4%) | 1.49M +109.8K (+7.9%) | 0.05% +0.006 pp | 0.02% +0.001 pp | USD22.79 +4.0% | 10 qtrs — |
| 88 | GLENMEDE TRUST CO NA | 58.7K +58.7K (+100.0%) | 1.39M +1.4M (+100.0%) | 0.05% +0.048 pp | 0.01% +0.007 pp | USD23.71 +0.0% | 1 qtrs NEW |
| 89 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 57.1K +— (+0.0%) | 1.35M -68.0K (-4.8%) | 0.05% 0.000 pp | 0.00% 0.000 pp | USD25.32 -6.4% | 11 qtrs — |
| 90 | FEDERATED HERMES, INC. | 55.9K +26.7K (+91.2%) | 1.33M +597.6K (+82.0%) | 0.05% +0.022 pp | 0.00% +0.001 pp | USD26.21 -9.5% | 14 qtrs — |
| 91 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 55.2K +8.4K (+17.9%) | 1.31M +142.7K (+12.2%) | 0.05% +0.007 pp | 0.28% -0.050 pp | USD23.11 +2.6% | 3 qtrs — |
| 92 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 53.9K -1.6K (-2.9%) | 1.28M -103.5K (-7.5%) | 0.04% -0.002 pp | 0.00% 0.000 pp | USD27.12 -12.6% | 19 qtrs — |
| 93 | LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM | 53.0K +— (+0.0%) | 1.26M -63.1K (-4.8%) | 0.04% 0.000 pp | 0.02% -0.001 pp | USD25.61 -7.4% | 11 qtrs — |
| 94 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 51.8K +— (+0.0%) | 1.23M -61.6K (-4.8%) | 0.04% 0.000 pp | 0.00% 0.000 pp | USD24.90 -4.8% | 2 qtrs — |
| 95 | VOYA INVESTMENT MANAGEMENT LLC | 49.6K +545.0 (+1.1%) | 1.18M -45.5K (-3.7%) | 0.04% +0.000 pp | 0.00% 0.000 pp | USD21.66 +9.5% | 19 qtrs — |
| 96 | CANADA PENSION PLAN INVESTMENT BOARD | 45.9K +20.8K (+82.9%) | 1.09M +463.3K (+74.1%) | 0.04% +0.017 pp | 0.00% +0.000 pp | USD24.18 -1.9% | 7 qtrs — |
| 97 | FUTURE FUND LLC | 44.3K +44.3K (+100.0%) | 1.05M +1.1M (+100.0%) | 0.04% +0.036 pp | 0.33% +0.332 pp | USD23.71 +0.0% | 1 qtrs NEW |
| 98 | ONE CAPITAL MANAGEMENT, LLC | 44.3K +44.3K (+100.0%) | 1.05M +1.1M (+100.0%) | 0.04% +0.036 pp | 0.03% +0.032 pp | USD23.71 +0.0% | 1 qtrs NEW |
| 99 | LPL FINANCIAL LLC | 44.2K +11.8K (+36.2%) | 1.05M +240.2K (+29.7%) | 0.04% +0.009 pp | 0.00% +0.000 pp | USD22.54 +5.2% | 5 qtrs — |
| 100 | JANUS HENDERSON GROUP PLC | 44.1K +— (+0.0%) | 1.05M -52.7K (-4.8%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD37.20 -36.3% | 19 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 145 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Global X HealthTech ETF HEAL | 2.72% | 815.7K | 0.50% |
| 2 | State Street SPDR S&P Health Care Services ETF XHS | 1.93% | 3.93M | 0.35% |
| 3 | Fidelity Disruptive Medicine ETF FMED | 1.59% | 740.0K | 0.50% |
| 4 | Invesco S&P SmallCap Health Care ETF PSCH | 1.42% | 2.33M | 0.29% |
| 5 | Invesco S&P SmallCap 600 Revenue ETF RZG | 0.57% | 812.2K | 0.35% |
| 6 | Harbor Human Capital Factor US Small Cap ETF HAPS | 0.54% | 925.5K | 0.61% |
| 7 | ETC 6 Meridian Low Beta Equity ETF SIXL | 0.48% | 889.5K | 0.47% |
| 8 | iShares U.S. Healthcare Providers ETF IHF | 0.48% | 5.70M | 0.38% |
| 9 | iShares S&P Small-Cap 600 Growth ETF IJT | 0.36% | 30.33M | 0.18% |
| 10 | State Street SPDR S&P 600 Small Cap Growth ETF SLYG | 0.36% | 18.48M | 0.15% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.27
Bearish
Ratio by volume
0.45
Bearish
Buys
4
Sells
15
Shares acquired
26.5K
Shares disposed
58.6K
Cash buys
—
Cash sales
5.00
Net activity
-32,064
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | Mountcastle David | Officer | M-Exempt | A | Common Stock, par value $0.01 per share | 1,206 | 2.00 | 2.4K | 216,053 | D | ↗ |
| 2026-05-04 | Morris Matthew Shawn | Director | S-Sale | D | Common Stock, par value $0.01 per share | 1,017 | 24.96 | 25.4K | 68,188 | D | ↗ |
| 2026-05-01 | Mountcastle David | Officer | M-Exempt | A | Common Stock, par value $0.01 per share | 7,179 | 2.00 | 14.4K | 222,026 | D | ↗ |
| 2026-05-01 | Morris Matthew Shawn | Director | M-Exempt | D | Stock Option (Right to Purchase) | 17,096 | 2.00 | 34.2K | 3,675,218 | D | ↗ |
| 2026-04-02 | Mountcastle David | Officer | S-Sale | D | Common Stock, par value $0.01 per share | 5,566 | 20.85 | 116.1K | 214,847 | D | ↗ |
| 2026-03-16 | Mountcastle David | Officer | S-Sale | D | Common Stock, par value $0.01 per share | 6,391 | 22.11 | 141.3K | 220,413 | D | ↗ |
| 2026-03-16 | Mehrotra Parth | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 26,509 | 22.11 | 586.1K | 555,443 | D | ↗ |
| 2026-03-13 | Mountcastle David | Officer | S-Sale | D | Common Stock, par value $0.01 per share | 6,565 | 21.52 | 141.3K | 226,804 | D | ↗ |
| 2026-03-13 | Mehrotra Parth | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 27,229 | 21.52 | 586.0K | 581,952 | D | ↗ |
| 2026-03-12 | Mountcastle David | Officer | S-Sale | D | Common Stock, par value $0.01 per share | 6,453 | 21.90 | 141.3K | 233,369 | D | ↗ |
| 2026-03-12 | Mehrotra Parth | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 26,763 | 21.90 | 586.1K | 609,181 | D | ↗ |
| 2026-03-11 | Mountcastle David | Officer | A-Award | A | Common Stock, par value $0.01 per share | 42,584 | 0.00 | — | 239,822 | D | ↗ |
| 2026-03-11 | Mehrotra Parth | Director / Officer | A-Award | A | Common Stock, $0.01 par value per share | 171,904 | 0.00 | — | 635,944 | D | ↗ |
| 2026-03-10 | Mountcastle David | Officer | A-Award | A | Common Stock, par value $0.01 per share | 35,335 | 0.00 | — | 197,238 | D | ↗ |
| 2026-03-10 | Mehrotra Parth | Director / Officer | A-Award | A | Common Stock, $0.01 par value per share | 141,342 | 0.00 | — | 464,040 | D | ↗ |
| 2026-03-10 | Fargis Edward C | Officer | A-Award | A | Common Stock, $0.01 par value per share | 28,268 | 0.00 | — | 111,979 | D | ↗ |
| 2026-03-09 | Mountcastle David | Officer | S-Sale | D | Common Stock, par value $0.01 per share | 5,829 | 22.84 | 133.1K | 161,903 | D | ↗ |
| 2026-03-09 | Mehrotra Parth | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 1,219 | 23.37 | 28.5K | 362,660 | D | ↗ |
| 2026-03-09 | Fargis Edward C | Officer | S-Sale | D | Common Stock, $0.01 par value per share | 4,949 | 22.84 | 113.0K | 83,711 | D | ↗ |
| 2026-03-06 | Mountcastle David | Officer | S-Sale | D | Common Stock, par value $0.01 per share | 5,177 | 23.15 | 119.8K | 167,732 | D | ↗ |
| 2026-03-06 | Mehrotra Parth | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 21,440 | 23.15 | 496.3K | 385,794 | D | ↗ |
| 2026-03-06 | Fargis Edward C | Officer | S-Sale | D | Common Stock, $0.01 par value per share | 4,394 | 23.15 | 101.7K | 88,660 | D | ↗ |
| 2026-02-27 | Mountcastle David | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 3,428 | 2.00 | 6.9K | 12,499 | D | ↗ |
| 2026-02-27 | Morris Matthew Shawn | Director | M-Exempt | D | Stock Option (Right to Purchase) | 16,550 | 2.00 | 33.1K | 3,692,314 | D | ↗ |
| 2026-02-26 | Mountcastle David | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 700 | 2.00 | 1.4K | 2,166 | D | ↗ |
| 2026-02-26 | Morris Matthew Shawn | Director | M-Exempt | A | Common Stock, par value $0.01 per share | 7,788 | 2.00 | 15.6K | 75,976 | D | ↗ |
| 2025-12-12 | Mountcastle David | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 7,698 | 2.00 | 15.4K | 17,820 | D | ↗ |
| 2025-12-12 | Morris Matthew Shawn | Director | S-Sale | D | Common Stock, par value $0.01 per share | 13,647 | 25.01 | 341.3K | 68,188 | D | ↗ |
| 2025-07-15 | BERBERIAN LANCE | Director | A-Award | A | Common Stock, $0.01 par value per share | 7,668 | 0.00 | — | 7,668 | D | ↗ |
| 2025-05-21 | WICHMANN DAVID S | Director | A-Award | A | Common Stock, par value $0.01 per share | 8,396 | 0.00 | — | 25,709 | D | ↗ |
| 2025-05-21 | Ryu Jaewon | Director | A-Award | A | Common Stock, $0.01 par value per share | 8,396 | 0.00 | — | 38,647 | D | ↗ |
| 2025-05-21 | Morris Matthew Shawn | Director | A-Award | A | Common Stock, par value $0.01 per share | 8,396 | 0.00 | — | 68,188 | D | ↗ |
| 2025-05-21 | McCarthy Thomas A | Director | A-Award | A | Common Stock, $0.01 par value per share | 8,396 | 0.00 | — | 19,520 | D | ↗ |
| 2025-05-21 | Maryland Patricia Anne | Director | A-Award | A | Common Stock, $0.01 par value per share | 8,396 | 0.00 | — | 42,312 | D | ↗ |
| 2025-05-21 | Kimmet Pamela O | Director | A-Award | A | Common Stock, par value $0.01 per share | 8,396 | 0.00 | — | 25,709 | D | ↗ |
| 2025-05-21 | KING DAVID P | Director | A-Award | A | Common Stock, $0.01 par value per share | 8,396 | 0.00 | — | 42,312 | D | ↗ |
| 2025-05-21 | COCOZZA NANCY G | Director | A-Award | A | Common Stock, $0.01 par value per share | 8,396 | 0.00 | — | 34,351 | D | ↗ |
| 2025-05-13 | Mehrotra Parth | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 15,909 | 24.52 | 390.1K | 407,234 | D | ↗ |
| 2025-05-12 | Mountcastle David | Officer | S-Sale | D | Common Stock, par value $0.01 per share | 3,322 | 24.99 | 83.0K | 172,909 | D | ↗ |
| 2025-05-12 | Mehrotra Parth | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 13,773 | 24.99 | 344.2K | 423,143 | D | ↗ |
| 2025-05-01 | Mehrotra Parth | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 17,365 | 23.08 | 400.8K | 436,916 | D | ↗ |
| 2025-04-30 | Mountcastle David | Officer | S-Sale | D | Common Stock, par value $0.01 per share | 3,445 | 23.33 | 80.4K | 176,231 | D | ↗ |
| 2025-04-30 | Morris Matthew Shawn | Director | S-Sale | D | Common Stock, par value $0.01 per share | 10,309 | 23.33 | 240.5K | 59,792 | D | ↗ |
| 2025-04-30 | Mehrotra Parth | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 15,100 | 23.33 | 352.3K | 454,281 | D | ↗ |
| 2025-04-02 | Mountcastle David | Officer | S-Sale | D | Common Stock, par value $0.01 per share | 5,630 | 22.38 | 126.0K | 179,676 | D | ↗ |
| 2025-03-12 | Mehrotra Parth | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 10,514 | 24.03 | 252.7K | 469,381 | D | ↗ |
| 2025-03-11 | Mountcastle David | Officer | S-Sale | D | Common Stock, par value $0.01 per share | 2,872 | 23.88 | 68.6K | 185,306 | D | ↗ |
| 2025-03-11 | Mehrotra Parth | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 9,294 | 23.88 | 221.9K | 479,895 | D | ↗ |
| 2025-03-11 | Fargis Edward C | Officer | S-Sale | D | Common Stock, $0.01 par value per share | 2,438 | 23.88 | 58.2K | 93,054 | D | ↗ |
| 2025-03-10 | Mountcastle David | Officer | S-Sale | D | Common Stock, par value $0.01 per share | 2,979 | 24.53 | 73.1K | 188,178 | D | ↗ |
| 2025-03-10 | Mehrotra Parth | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 9,640 | 24.53 | 236.5K | 489,189 | D | ↗ |
| 2025-03-10 | Fargis Edward C | Officer | S-Sale | D | Common Stock, $0.01 par value per share | 2,529 | 24.53 | 62.0K | 95,492 | D | ↗ |
| 2025-03-05 | Mountcastle David | Officer | A-Award | A | Common Stock, par value $0.01 per share | 33,430 | 0.00 | — | 191,157 | D | ↗ |
| 2025-03-05 | Mehrotra Parth | Director / Officer | A-Award | A | Common Stock, $0.01 par value per share | 133,723 | 0.00 | — | 498,829 | D | ↗ |
| 2025-03-05 | Fargis Edward C | Officer | A-Award | A | Common Stock, $0.01 par value per share | 25,073 | 0.00 | — | 98,021 | D | ↗ |
| 2025-02-14 | Mountcastle David | Officer | S-Sale | D | Common Stock, par value $0.01 per share | 100,000 | 25.15 | 2.52M | 157,727 | D | ↗ |
| 2024-09-11 | Mehrotra Parth | Director / Officer | M-Exempt | A | Common Stock, $0.01 par value per share | 48,645 | 2.00 | 97.3K | 296,416 | — | ↗ |
| 2024-09-10 | Mehrotra Parth | Director / Officer | M-Exempt | A | Common Stock, $0.01 par value per share | 60,520 | 2.00 | 121.0K | 364,318 | — | ↗ |
| 2024-08-21 | Morris Matthew Shawn | Director | G-Gift | D | Common Stock, par value $0.01 per share | 11,998 | 0.00 | — | 12,487 | — | ↗ |
| 2024-08-21 | McCarthy Thomas A | Director | G-Gift | D | Common Stock, $0.01 par value per share | 41,487 | 0.00 | — | 11,124 | — | ↗ |
| 2024-06-11 | Boehler Adam | Director | P-Purchase | A | Common Stock, $0.01 par value per share | 364 | 16.50 | 6.0K | 5,773,522 | — | ↗ |
| 2024-05-29 | Boehler Adam | Director | P-Purchase | A | Common Stock, $0.01 par value per share | 5,306 | 16.50 | 87.5K | 5,773,158 | — | ↗ |
| 2024-05-24 | Boehler Adam | Director | P-Purchase | A | Common Stock, $0.01 par value per share | 4,280 | 16.49 | 70.6K | 5,767,852 | — | ↗ |
| 2024-05-23 | McCarthy Thomas A | Director | P-Purchase | A | Common Stock, $0.01 par value per share | 10,000 | 16.37 | 163.7K | 52,611 | — | ↗ |
| 2024-05-23 | Boehler Adam | Director | P-Purchase | A | Common Stock, $0.01 par value per share | 172,642 | 16.28 | 2.81M | 5,763,572 | — | ↗ |
| 2024-05-22 | WICHMANN DAVID S | Director | A-Award | A | Common Stock, par value $0.01 per share | 11,124 | 0.00 | — | 17,313 | — | ↗ |
| 2024-05-22 | Sullivan William M | Director | A-Award | A | Common Stock, $0.01 par value per share | 11,124 | 0.00 | — | 33,916 | — | ↗ |
| 2024-05-22 | Ryu Jaewon | Director | A-Award | A | Common Stock, $0.01 par value per share | 11,124 | 0.00 | — | 30,251 | — | ↗ |
| 2024-05-22 | McCarthy Thomas A | Director | A-Award | A | Common Stock, $0.01 par value per share | 11,124 | 0.00 | — | 42,611 | — | ↗ |
| 2024-05-22 | Maryland Patricia Anne | Director | A-Award | A | Common Stock, $0.01 par value per share | 11,124 | 0.00 | — | 33,916 | — | ↗ |
| 2024-05-22 | Kimmet Pamela O | Director | A-Award | A | Common Stock, par value $0.01 per share | 11,124 | 0.00 | — | 17,313 | — | ↗ |
| 2024-05-22 | KING DAVID P | Director | A-Award | A | Common Stock, $0.01 par value per share | 11,124 | 0.00 | — | 33,916 | — | ↗ |
| 2024-05-22 | COCOZZA NANCY G | Director | A-Award | A | Common Stock, $0.01 par value per share | 11,124 | 0.00 | — | 25,955 | — | ↗ |
| 2024-05-22 | Boehler Adam | Director | P-Purchase | A | Common Stock, $0.01 par value per share | 102,229 | 16.43 | 1.68M | 5,590,930 | — | ↗ |
| 2024-05-21 | Boehler Adam | Director | P-Purchase | A | Common Stock, $0.01 par value per share | 277,565 | 16.17 | 4.49M | 5,488,701 | — | ↗ |
| 2024-05-10 | Mountcastle David | Officer | S-Sale | D | Common Stock, par value $0.01 per share | 2,232 | 17.88 | 39.9K | 257,727 | — | ↗ |
| 2024-05-10 | Mehrotra Parth | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 13,869 | 17.88 | 248.0K | 247,771 | — | ↗ |
| 2024-05-10 | Bartrum Thomas | Other | S-Sale | D | Common Stock, $0.01 par value per share | 1,506 | 17.88 | 26.9K | 102,356 | — | ↗ |
| 2024-04-30 | Mountcastle David | Officer | S-Sale | D | Common Stock, par value $0.01 per share | 2,320 | 18.42 | 42.7K | 259,959 | — | ↗ |
| 2024-04-30 | Morris Matthew Shawn | Director | S-Sale | D | Common Stock, par value $0.01 per share | 11,059 | 18.42 | 203.7K | 70,101 | — | ↗ |
| 2024-04-30 | Mehrotra Parth | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 12,219 | 18.42 | 225.1K | 261,640 | — | ↗ |
| 2024-04-30 | Bartrum Thomas | Other | S-Sale | D | Common Stock, $0.01 par value per share | 2,252 | 18.42 | 41.5K | 103,862 | — | ↗ |
| 2024-04-02 | Mountcastle David | Officer | S-Sale | D | Common Stock, par value $0.01 per share | 3,933 | 17.77 | 69.9K | 262,279 | — | ↗ |
| 2024-03-11 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 400 | 23.02 | 9.2K | 5,445,018 | — | ↗ |
| 2024-03-08 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 7,115 | 23.03 | 163.9K | 5,445,418 | — | ↗ |
| 2024-03-08 | Mountcastle David | Officer | A-Award | A | Common Stock, par value $0.01 per share | 38,058 | 0.00 | — | 210,596 | — | ↗ |
| 2024-03-08 | Mehrotra Parth | Director / Officer | A-Award | A | Common Stock, $0.01 par value per share | 119,885 | 0.00 | — | 273,859 | — | ↗ |
| 2024-03-08 | Fargis Edward C | Officer | A-Award | A | Common Stock, $0.01 par value per share | 28,544 | 0.00 | — | 72,948 | — | ↗ |
| 2024-01-29 | Fargis Edward C | Officer | A-Award | A | Common Stock, $0.01 par value per share | 44,404 | 0.00 | — | 44,404 | — | ↗ |
| 2024-01-25 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 12,000 | 23.13 | 277.6K | 5,452,533 | — | ↗ |
| 2024-01-24 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 9,951 | 23.03 | 229.2K | 5,464,533 | — | ↗ |
| 2023-12-28 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 12,000 | 23.97 | 287.6K | 5,474,484 | — | ↗ |
| 2023-12-15 | Morris Matthew Shawn | Director | G-Gift | D | Stock Option (Right to Purchase) | 154,676 | 2.00 | 309.4K | 315,666 | — | ↗ |
| 2023-12-14 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 12,000 | 24.00 | 288.0K | 5,486,484 | — | ↗ |
| 2023-12-13 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 12,000 | 23.08 | 277.0K | 5,498,484 | — | ↗ |
| 2023-09-15 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 5,233 | 24.40 | 127.7K | 5,523,404 | — | ↗ |
| 2023-09-05 | Bartrum Thomas | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 4,287 | 2.00 | 8.6K | 17,149 | — | ↗ |
| 2023-09-01 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 18,153 | 26.46 | 480.3K | 5,528,637 | — | ↗ |
| 2023-08-18 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 18,153 | 25.06 | 454.9K | 5,546,790 | — | ↗ |
| 2023-08-04 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 4,150 | 26.49 | 109.9K | 5,578,946 | — | ↗ |
| 2023-08-03 | Bartrum Thomas | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 15,000 | 2.00 | 30.0K | 80,784 | — | ↗ |
| 2023-08-01 | WICHMANN DAVID S | Director | A-Award | A | Common Stock, par value $0.01 per share | 6,189 | 0.00 | — | 6,189 | — | ↗ |
| 2023-08-01 | Kimmet Pamela O | Director | A-Award | A | Common Stock, par value $0.01 per share | 6,189 | 0.00 | — | 6,189 | — | ↗ |
| 2023-07-31 | Mehrotra Parth | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 31,744 | 28.03 | 889.8K | 153,974 | — | ↗ |
| 2023-07-21 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 18,153 | 26.82 | 486.9K | 5,583,096 | — | ↗ |
| 2023-07-19 | Mehrotra Parth | Director / Officer | M-Exempt | A | Common Stock, $0.01 par value per share | 12,414 | 2.00 | 24.8K | 166,388 | — | ↗ |
| 2023-07-07 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 17,553 | 24.99 | 438.6K | 5,601,849 | — | ↗ |
| 2023-07-03 | Bartrum Thomas | Officer | S-Sale | D | Common Stock, $0.01 par value per share | 15,000 | 25.68 | 385.2K | 106,114 | — | ↗ |
| 2023-07-01 | Sullivan William M | Director | A-Award | A | Common Stock, $0.01 par value per share | 7,758 | 0.00 | — | 22,792 | — | ↗ |
| 2023-07-01 | Ryu Jaewon | Director | A-Award | A | Common Stock, $0.01 par value per share | 7,758 | 0.00 | — | 19,127 | — | ↗ |
| 2023-07-01 | Mehrotra Parth | Officer | A-Award | A | Common Stock, $0.01 par value per share | 15,517 | 0.00 | — | 153,974 | — | ↗ |
| 2023-07-01 | McCarthy Thomas A | Director | A-Award | A | Common Stock, $0.01 par value per share | 7,758 | 0.00 | — | 31,487 | — | ↗ |
| 2023-07-01 | Maryland Patricia Anne | Director | A-Award | A | Common Stock, $0.01 par value per share | 7,758 | 0.00 | — | 22,792 | — | ↗ |
| 2023-07-01 | KING DAVID P | Director | A-Award | A | Common Stock, $0.01 par value per share | 7,758 | 0.00 | — | 22,792 | — | ↗ |
| 2023-07-01 | COCOZZA NANCY G | Director | A-Award | A | Common Stock, $0.01 par value per share | 7,758 | 0.00 | — | 14,831 | — | ↗ |
| 2023-07-01 | Boehler Adam | Director | — | I | Common Stock, $0.01 par value per share | 0 | 0.00 | — | 5,211,136 | — | ↗ |
| 2023-06-27 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 5,638 | 25.08 | 141.4K | 5,619,402 | — | ↗ |
| 2023-06-26 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 400 | 25.01 | 10.0K | 5,625,040 | — | ↗ |
| 2023-06-23 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 12,115 | 24.55 | 297.4K | 5,625,440 | — | ↗ |
| 2023-06-13 | Morris Matthew Shawn | Director / Officer | M-Exempt | D | Stock Option (Right to Purchase) | 173,633 | 2.00 | 347.3K | 4,045,965 | — | ↗ |
| 2023-06-12 | Morris Matthew Shawn | Director / Officer | M-Exempt | D | Stock Option (Right to Purchase) | 162,168 | 2.00 | 324.3K | 4,219,598 | — | ↗ |
| 2023-06-09 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 18,153 | 28.35 | 514.6K | 5,637,555 | — | ↗ |
| 2023-06-09 | Mehrotra Parth | Officer | M-Exempt | A | Common Stock, $0.01 par value per share | 91,605 | 2.00 | 183.2K | 230,062 | — | ↗ |
| 2023-06-08 | Mehrotra Parth | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 8,395 | 2.00 | 16.8K | 240,435 | — | ↗ |
| 2023-06-07 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 985 | 25.04 | 24.7K | 5,655,708 | — | ↗ |
| 2023-06-07 | Bartrum Thomas | Officer | M-Exempt | A | Common Stock, $0.01 par value per share | 15,000 | 2.00 | 30.0K | 121,114 | — | ↗ |
| 2023-05-31 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 5,053 | 25.01 | 126.4K | 5,656,693 | — | ↗ |
| 2023-05-26 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 12,115 | 24.44 | 296.1K | 5,661,746 | — | ↗ |
| 2023-05-15 | Mehrotra Parth | Officer | G-Gift | D | Stock Option (Right to Purchase) | 437,481 | 23.00 | 10.06M | 0 | — | ↗ |
| 2023-05-12 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 18,153 | 26.54 | 481.8K | 5,673,861 | — | ↗ |
| 2023-05-11 | Mehrotra Parth | Officer | M-Exempt | A | Common Stock, $0.01 par value per share | 225 | 2.00 | 450.00 | 138,682 | — | ↗ |
| 2023-05-09 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 1,300 | 30.07 | 39.1K | 5,692,014 | — | ↗ |
| 2023-05-09 | Mountcastle David | Officer | A-Award | A | Common Stock, par value $0.01 per share | 22,058 | 0.00 | — | 172,538 | — | ↗ |
| 2023-05-09 | Mehrotra Parth | Officer | A-Award | A | Common Stock, $0.01 par value per share | 73,529 | 0.00 | — | 138,457 | — | ↗ |
| 2023-05-09 | Bartrum Thomas | Officer | M-Exempt | A | Common Stock, $0.01 par value per share | 68 | 2.00 | 136.00 | 87,800 | — | ↗ |
| 2023-05-08 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 6,545 | 30.01 | 196.4K | 5,693,314 | — | ↗ |
| 2023-05-08 | Pamplona Capital Partners III, L.P. | 10% Owner | S-Sale | D | Common Stock | 17,741,723 | 21.62 | 383.49M | 0 | — | ↗ |
| 2023-05-08 | MBD Advisors, L.L.C. | 10% Owner | S-Sale | D | Common Stock | 24,819,473 | 21.62 | 536.47M | 110,337 | — | ↗ |
| 2023-05-08 | GOLDMAN SACHS GROUP INC | 10% Owner | S-Sale | D | Common Stock | 24,819,473 | 21.62 | 536.47M | 110,337 | — | ↗ |
| 2023-05-08 | Bartrum Thomas | Officer | M-Exempt | A | Common Stock, $0.01 par value per share | 5,376 | 2.00 | 10.8K | 93,108 | — | ↗ |
| 2023-05-08 | BERNSTEIN JEFFREY DANIEL | Director | S-Sale | D | Common Stock | 24,819,473 | 21.62 | 536.47M | 110,337 | — | ↗ |
| 2023-05-05 | Mehrotra Parth | Officer | S-Sale | D | Common Stock, $0.01 par value per share | 8,724 | 29.04 | 253.3K | 64,928 | — | ↗ |
| 2023-05-03 | Bartrum Thomas | Officer | M-Exempt | A | Common Stock, $0.01 par value per share | 15,000 | 2.00 | 30.0K | 102,732 | — | ↗ |
| 2023-05-02 | Mountcastle David | Officer | S-Sale | D | Common Stock, par value $0.01 per share | 1,740 | 27.26 | 47.4K | 150,480 | — | ↗ |
| 2023-05-02 | Morris Matthew Shawn | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 8,094 | 27.26 | 220.6K | 105,645 | — | ↗ |
| 2023-05-02 | Mehrotra Parth | Officer | S-Sale | D | Common Stock, $0.01 par value per share | 7,625 | 27.26 | 207.9K | 82,229 | — | ↗ |
| 2023-05-02 | Bartrum Thomas | Officer | S-Sale | D | Common Stock, $0.01 par value per share | 1,822 | 27.26 | 49.7K | 87,732 | — | ↗ |
| 2023-05-01 | Mountcastle David | Officer | S-Sale | D | Common Stock, par value $0.01 per share | 1,720 | 27.58 | 47.4K | 152,220 | — | ↗ |
| 2023-05-01 | Morris Matthew Shawn | Director / Officer | M-Exempt | A | Common Stock, $0.01 par value per share | 17,185 | 2.00 | 34.4K | 138,924 | — | ↗ |
| 2023-05-01 | Mehrotra Parth | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 11,699 | 2.00 | 23.4K | 34,739 | — | ↗ |
| 2023-05-01 | Bartrum Thomas | Officer | S-Sale | D | Common Stock, $0.01 par value per share | 1,801 | 27.58 | 49.7K | 89,554 | — | ↗ |
| 2023-04-28 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 8,452 | 27.06 | 228.7K | 5,709,560 | — | ↗ |
| 2023-04-27 | Mehrotra Parth | Officer | M-Exempt | A | Common Stock, $0.01 par value per share | 1,102 | 2.00 | 2.2K | 98,493 | — | ↗ |
| 2023-04-14 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 18,153 | 25.14 | 456.4K | 5,718,012 | — | ↗ |
| 2023-04-12 | Morris Matthew Shawn | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 1,000 | 28.08 | 28.1K | 121,739 | — | ↗ |
| 2023-04-12 | Mehrotra Parth | Officer | M-Exempt | A | Common Stock, $0.01 par value per share | 1,500 | 2.00 | 3.0K | 98,891 | — | ↗ |
| 2023-04-11 | Morris Matthew Shawn | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 25,056 | 28.11 | 704.3K | 121,739 | — | ↗ |
| 2023-04-11 | Mehrotra Parth | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 19,242 | 2.00 | 38.5K | 49,040 | — | ↗ |
| 2023-04-10 | Mehrotra Parth | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 290 | 2.00 | 580.00 | 212,323 | — | ↗ |
| 2023-04-05 | Mehrotra Parth | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 22,604 | 2.00 | 45.2K | 212,613 | — | ↗ |
| 2023-04-04 | Morris Matthew Shawn | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 7,076 | 28.06 | 198.6K | 121,739 | — | ↗ |
| 2023-04-04 | Mehrotra Parth | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 22,700 | 2.00 | 45.4K | 235,217 | — | ↗ |
| 2023-04-03 | Mountcastle David | Officer | S-Sale | D | Common Stock, par value $0.01 per share | 5,506 | 27.62 | 152.1K | 153,940 | — | ↗ |
| 2023-04-03 | Mehrotra Parth | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 399 | 2.00 | 798.00 | 257,917 | — | ↗ |
| 2023-04-03 | Bartrum Thomas | Officer | M-Exempt | A | Common Stock, $0.01 par value per share | 15,000 | 2.00 | 30.0K | 106,355 | — | ↗ |
| 2023-03-29 | Mehrotra Parth | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 2,554 | 2.00 | 5.1K | 258,316 | — | ↗ |
| 2023-03-28 | Mehrotra Parth | Officer | S-Sale | D | Common Stock, $0.01 par value per share | 5,140 | 28.04 | 144.1K | 97,391 | — | ↗ |
| 2023-03-27 | Mehrotra Parth | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 6,887 | 2.00 | 13.8K | 273,559 | — | ↗ |
| 2023-03-17 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 18,153 | 27.07 | 491.4K | 5,736,165 | — | ↗ |
| 2023-03-10 | Mehrotra Parth | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 70 | 2.00 | 140.00 | 280,446 | — | ↗ |
| 2023-03-09 | Mehrotra Parth | Officer | M-Exempt | A | Common Stock, $0.01 par value per share | 20,101 | 2.00 | 40.2K | 117,492 | — | ↗ |
| 2023-03-07 | Morris Matthew Shawn | Director / Officer | S-Sale | D | Common Stock, $0.01 par value per share | 44,340 | 28.48 | 1.26M | 121,739 | — | ↗ |
| 2023-03-06 | Morris Matthew Shawn | Director / Officer | M-Exempt | A | Common Stock, $0.01 par value per share | 37,092 | 2.00 | 74.2K | 158,831 | — | ↗ |
| 2023-03-03 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 6,435 | 28.90 | 186.0K | 5,754,318 | — | ↗ |
| 2023-03-03 | Mehrotra Parth | Officer | M-Exempt | A | Common Stock, $0.01 par value per share | 51,527 | 2.00 | 103.1K | 148,918 | — | ↗ |
| 2023-03-03 | Bartrum Thomas | Officer | S-Sale | D | Common Stock, $0.01 par value per share | 3,792 | 28.95 | 109.8K | 91,355 | — | ↗ |
| 2023-03-02 | Mehrotra Parth | Officer | S-Sale | D | Common Stock, $0.01 par value per share | 48,473 | 28.35 | 1.37M | 97,391 | — | ↗ |
| 2023-03-01 | Mehrotra Parth | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 46,440 | 2.00 | 92.9K | 400,617 | — | ↗ |
| 2023-02-28 | Mehrotra Parth | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 53,560 | 2.00 | 107.1K | 447,057 | — | ↗ |
| 2023-02-17 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 18,153 | 28.00 | 508.3K | 5,772,471 | — | ↗ |
| 2023-02-17 | Mehrotra Parth | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 100,000 | 2.00 | 200.0K | 500,617 | — | ↗ |
| 2023-02-14 | Mehrotra Parth | Officer | M-Exempt | A | Common Stock, $0.01 par value per share | 5,034 | 2.00 | 10.1K | 102,425 | — | ↗ |
| 2023-02-03 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 5,555 | 27.21 | 151.2K | 5,790,624 | — | ↗ |
| 2023-02-03 | Bartrum Thomas | Officer | M-Exempt | A | Common Stock, $0.01 par value per share | 15,000 | 2.00 | 30.0K | 106,355 | — | ↗ |
| 2023-01-20 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 18,153 | 25.36 | 460.4K | 5,808,777 | — | ↗ |
| 2023-01-12 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 6,038 | 25.02 | 151.1K | 5,826,930 | — | ↗ |
| 2023-01-12 | Bartrum Thomas | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 15,000 | 2.00 | 30.0K | 191,228 | — | ↗ |
| 2023-01-06 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 12,115 | 21.24 | 257.3K | 5,832,968 | — | ↗ |
| 2022-12-23 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 12,115 | 23.39 | 283.4K | 5,845,083 | — | ↗ |
| 2022-12-13 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 6,038 | 25.04 | 151.2K | 5,857,198 | — | ↗ |
| 2022-12-09 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 12,115 | 23.22 | 281.3K | 5,863,236 | — | ↗ |
| 2022-11-25 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 12,115 | 22.76 | 275.7K | 5,875,351 | — | ↗ |
| 2022-11-21 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 285,027 | 22.56 | 6.43M | 5,887,466 | — | ↗ |
| 2022-11-21 | Pamplona Capital Partners III, L.P. | Director | S-Sale | D | Common Stock | 2,278,085 | 22.56 | 51.39M | 17,741,723 | — | ↗ |
| 2022-11-21 | Mountcastle David | Officer | M-Exempt | D | Stock Option (Right to Purchase) | 17,244 | 2.00 | 34.5K | 17,244 | — | ↗ |
| 2022-11-21 | MBD Advisors, L.L.C. | Director | S-Sale | D | Common Stock | 3,186,888 | 22.56 | 71.90M | 24,826,071 | — | ↗ |
| 2022-11-21 | GOLDMAN SACHS GROUP INC | Director | S-Sale | D | Common Stock | 3,186,888 | 22.56 | 71.90M | 24,826,071 | — | ↗ |
| 2022-11-21 | BERNSTEIN JEFFREY DANIEL | Director | S-Sale | D | Common Stock | 3,186,888 | 22.56 | 71.90M | 24,826,071 | — | ↗ |
| 2022-11-15 | Morris Matthew Shawn | Officer | M-Exempt | A | Common Stock, $0.01 par value per share | 1,200 | 2.00 | 2.4K | 122,939 | — | ↗ |
| 2022-11-11 | Sullivan William M | Director | S-Sale | D | Common Stock, $0.01 par value per share | 12,583 | 27.32 | 343.8K | 6,178,063 | — | ↗ |
Executive team
Top executives
EBIT / Employee
30.0K
Shares Outstanding
125.62M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Parth Mehrotra Chief Executive Officer | 650.0K | — | 8.59M | — | 1.22M | 15.6K | 10.47M | 82.01% | ↗ |
| 2 | 2025 | David Mountcastle Executive Vice President and Chief Financial Officer | 390.0K | — | 2.15M | — | 468.0K | 15.6K | 3.02M | 71.08% | ↗ |
| 3 | 2025 | Edward C. Fargis Executive Vice President and General Counsel | 385.0K | — | 1.61M | — | 346.5K | 15.6K | 2.36M | 68.31% | ↗ |
| 4 | 2024 | Parth Mehrotra Chief Executive Officer | 600.0K | — | 6.87M | — | 714.0K | 15.4K | 8.20M | 83.79% | ↗ |
| 5 | 2024 | Edward C. Fargis Executive Vice President and General Counsel | 339.8K | — | 2.59M | — | 267.8K | 15.4K | 3.22M | 80.63% | ↗ |
| 6 | 2024 | Edward Fargis Executive Vice President and General Counsel | 339.8K | — | 2.59M | — | 267.8K | 15.4K | 3.22M | 80.63% | ↗ |
| 7 | 2024 | David Mountcastle Executive Vice President and Chief Financial Officer | 380.0K | — | 2.18M | — | 361.8K | 15.4K | 2.94M | 74.23% | ↗ |
| 8 | 2024 | Thomas Bartrum Former Executive Vice President and General Counsel | 149.4K | — | — | — | — | 2.26M | 2.41M | 0.00% | ↗ |
| 9 | 2023 | Parth Mehrotra Chief Executive Officer | 541.7K | — | 15.89M | — | 630.0K | 14.5K | 17.07M | 93.05% | ↗ |
| 10 | 2023 | David Mountcastle Executive Vice President and Chief Financial Officer | 380.0K | — | 1.60M | — | 319.2K | 14.5K | 2.32M | 69.18% | ↗ |
| 11 | 2023 | Thomas Bartrum Former Executive Vice President and General Counsel | 340.0K | — | 1.33M | — | 178.5K | 14.5K | 1.87M | 71.47% | ↗ |
| 12 | 2023 | Thomas Bartrum Executive Vice President and General Counsel | 340.0K | — | 1.33M | — | 178.5K | 14.5K | 1.87M | 71.47% | ↗ |
| 13 | 2023 | Shawn Morris Former Chief Executive Officer | 312.5K | — | — | — | 315.0K | 52.0K | 679.5K | 0.00% | ↗ |
| 14 | 2022 | Jeff Sherman Former Executive Vice President and Chief Financial Officer | 149.9K | — | 1.53M | 2.92M | — | — | 4.61M | 96.75% | ↗ |
| 15 | 2022 | David Mountcastle Executive Vice President and Chief Financial Officer | 340.7K | 90.2K | 1.34M | 800.0K | 348.7K | 13.5K | 2.93M | 72.95% | ↗ |
| 16 | 2022 | Thomas Bartrum Executive Vice President and General Counsel | 323.3K | 49.1K | 1.53M | — | 222.9K | 13.5K | 2.14M | 71.57% | ↗ |
| 17 | 2022 | Thomas Bartrum Former Executive Vice President and General Counsel | 323.3K | 49.1K | 1.53M | — | 222.9K | 13.5K | 2.14M | 71.57% | ↗ |
| 18 | 2022 | Shawn Morris Chief Executive Officer | 600.0K | 263.4K | — | — | 786.6K | 13.5K | 1.66M | 0.00% | ↗ |
| 19 | 2022 | Shawn Morris Former Chief Executive Officer | 600.0K | 263.4K | — | — | 786.6K | 13.5K | 1.66M | 0.00% | ↗ |
| 20 | 2022 | Parth Mehrotra Chief Executive Officer | 475.0K | 256.0K | — | — | 622.7K | 13.5K | 1.37M | 0.00% | ↗ |
| 21 | 2022 | Parth Mehrotra President and Chief Operating Officer | 475.0K | 256.0K | — | — | 622.7K | 13.5K | 1.37M | 0.00% | ↗ |
| 22 | 2021 | Shawn Morris Former Chief Executive Officer | 600.0K | — | 2.80M | 99.37M | 850.0K | 13.1K | 103.64M | 98.59% | ↗ |
| 23 | 2021 | Shawn Morris Chief Executive Officer | 600.0K | — | 2.80M | 99.37M | 850.0K | 13.1K | 103.64M | 98.59% | ↗ |
| 24 | 2021 | Parth Mehrotra Chief Executive Officer | 475.0K | — | 2.24M | 48.55M | 725.0K | 13.1K | 52.00M | 97.67% | ↗ |
| 25 | 2021 | Parth Mehrotra President and Chief Operating Officer | 475.0K | — | 2.24M | 48.55M | 725.0K | 13.1K | 52.00M | 97.67% | ↗ |
| 26 | 2021 | Thomas Bartrum Executive Vice President and General Counsel | 300.0K | — | 630.0K | 8.73M | 225.0K | 13.1K | 9.89M | 94.56% | ↗ |
| 27 | 2020 | Shawn Morris Chief Executive Officer | 500.0K | — | — | — | 921.3K | 12.5K | 1.43M | 0.00% | ↗ |
| 28 | 2020 | Parth Mehrotra President and Chief Operating Officer | 412.0K | — | — | 45.2K | 885.5K | 12.5K | 1.36M | 3.33% | ↗ |
| 29 | 2020 | Thomas Bartrum Executive Vice President and General Counsel | 300.0K | — | — | 7.7K | 295.0K | 12.5K | 615.2K | 1.25% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Parth Mehrotra | Chief Executive Officer & Director | 2M | male |
| David Mountcastle | Executive VP & CFO | 873.6K | male |
| Edward Christopher Fargis | Executive Vice President, General Counsel, Chief Legal Officer & Corporate Secretary | 747.1K | male |
| Greg Kuzma | Executive VP & Chief Healthcare Economics Officer | — | male |
| Jay Stevens | Senior Vice President & Chief Growth Officer | — | male |
| Jenny Harding | Chief People Officer | — | female |
| Keith Fernandez | Executive Vice President & Chief Clinical Officer | — | — |
| Konda Mullapudi | Executive Vice President & Chief Technology Officer | — | male |
| Mike Flammini | Chief Business Development Officer | — | male |
| Paul Shenenberger | Senior VP of IT Operations & Chief Information Security Officer | — | male |
| Robert Borchert | Senior Vice President of Investor Relations & Corporation Communications | — | male |
| Chris Voigt | Executive Vice President & Chief Technology Officer | — | male |
ESG Rating
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for PRVA
Short-term intention
Target Price Distribution
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