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Portillo's Inc. (PTLO)
USD4.74
+0.22 (+4.76%)
US NASDAQ Consumer Cyclical Restaurants
Address
2001 Spring Road 60523
Oak Brook, IL, US
Oak Brook, IL, US
CEO
Brett A. Patterson
Website
portillos.com
IPO
2021-10-21
CIK 1871509 ISIN US73642K1060
Description
Portillo's Inc., along with its affiliated companies, owns and operates a network of quick-service and fast-casual restaurants throughout the United States. The company's diverse menu prominently features classic Chicago-style hot dogs and sausages, savory Italian beef sandwiches, flame-grilled burgers, crisp chopped salads, signature crinkle-cut French fries, and celebrated homemade chocolate cakes and chocolate cake shakes. By March 10, 2022, Portillo's had expanded its presence to 70 locations across nine states. Customers can also conveniently order its offerings through its official website. The company, established in 1963, maintains its corporate headquarters in Oak Brook, Illinois.
News Sentiment (7d)
3 articles
- INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Portillo's Inc. - PTLO PRNewsWire
- INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Portillo’s Inc. - PTLO Globe News Wire
- INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Portillo's Inc. - PTLO GlobeNewsWire
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
USD4.74
+0.22 (+4.76%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.60
Float Shares
68.51M
Free Float %
94.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.70% | -8.58% | -24.72% | -25.00% | -14.92% | -10.79% | -67.07% | -80.58% | -86.08% | -86.08% | -86.08% |
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 (12 ratings, all time)
Hold
Price Targets & DCF
Current price
4.74
Low
5.25
+10.9%
Consensus
6.63
+40.0%
Median
6.50
+37.3%
High
8.00
+69.0%
DCF (Levered)
44.18
+833.0%
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)
36% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 4 | 0 |
| Hold | 9 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 3 |
7.42
+56.7%
|
| Last Quarter | 3 |
7.42
+56.7%
|
| Last Year | 14 |
7.38
+55.9%
|
| All Time | 23 |
10.53
+122.4%
|
Quality scores
Altman Z-Score
0.64
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Restaurants: +7.4%+3.0% Q1'26: +3.5% (vs Q1'25)
-
EPS growth Restaurants: +14.8%-41.3% Q1'26: -111.2% (vs Q1'25)
-
FCF margin FCF growth · Restaurants: +21.6%+4.6% Q1'26: -0.5% (vs Q1'25)
-
EBIT margin Restaurants: +6.1%+6.4% ★ Q1'26: +2.5% (vs Q1'25)
-
ROIC Restaurants: +6.2%+2.8% Q1'26: +1.2% (vs Q1'25)
-
Share dilution Restaurants: +0.0%+11.1% Q1'26: +8.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Restaurants: 0.72×13.15× Q1'26: 13.85× (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 10 Rev. Ana. 6 EPS Ana. |
Dec 2027 10 Rev. Ana. 6 EPS Ana. |
Dec 2028 4 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
534.95M
est: 535.48M (-0.1%)
|
587.10M
est: 591.57M (-0.8%)
|
679.91M
est: 689.68M (-1.4%)
|
710.55M
est: 711.03M (-0.1%)
|
732.07M
est: 731.84M (+0.0%)
|
777.36M
767.78M – 791.02M
+6.2% YoY
|
811.78M
781.61M – 827.56M
+4.4% YoY
|
863.10M
863.10M – 863.10M
+6.3% YoY
|
| EBITDA |
46.06M
est: 67.66M (-31.9%)
|
67.53M
est: 74.74M (-9.6%)
|
79.85M
est: 89.92M (-11.2%)
|
94.79M
est: 92.71M (+2.2%)
|
76.01M
est: 95.42M (-20.3%)
|
101.36M
100.11M – 103.14M
+6.2% YoY
|
105.84M
101.91M – 107.90M
+4.4% YoY
|
112.53M
112.53M – 112.53M
+6.3% YoY
|
| EBIT |
22.75M
est: 45.45M (-50.0%)
|
46.62M
est: 50.21M (-7.1%)
|
55.54M
est: 64.06M (-13.3%)
|
67.49M
est: 66.04M (+2.2%)
|
46.90M
est: 67.98M (-31.0%)
|
72.21M
71.32M – 73.47M
+6.2% YoY
|
75.40M
72.60M – 76.87M
+4.4% YoY
|
80.17M
80.17M – 80.17M
+6.3% YoY
|
| Net Income |
5.99M
est: -15.09M (+139.7%)
|
10.85M
est: 13.68M (-20.7%)
|
18.42M
est: 30.25M (-39.1%)
|
29.52M
est: 23.75M (+24.3%)
|
19.35M
est: 17.75M (+9.0%)
|
15.18M
11.26M – 17.52M
-14.5% YoY
|
17.51M
14.72M – 21.12M
+15.3% YoY
|
31.09M
21.00M – 32.23M
+77.6% YoY
|
| SGA |
115.15M
est: 90.59M (+27.1%)
|
97.55M
est: 100.08M (-2.5%)
|
112.19M
est: 111.59M (+0.5%)
|
111.72M
est: 122.94M (-9.1%)
|
117.77M
est: 126.54M (-6.9%)
|
134.41M
132.75M – 136.77M
+6.2% YoY
|
140.36M
135.14M – 143.09M
+4.4% YoY
|
149.23M
149.23M – 149.23M
+6.3% YoY
|
| EPS |
-0.42
est: -0.24 (-78.1%)
|
0.28
est: 0.21 (+31.0%)
|
0.34
est: 0.42 (-19.3%)
|
0.48
est: 0.33 (+43.6%)
|
0.28
est: 0.25 (+12.1%)
|
0.19
0.16 – 0.25
-22.5% YoY
|
0.24
0.21 – 0.30
+25.6% YoY
|
0.37
0.30 – 0.45
+54.0% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-07 | Guggenheim | Buy | Neutral | Downgrade |
| 2026-05-06 | Morgan Stanley | Equal Weight | Equal Weight | Maintain |
| 2026-05-05 | Stephens & Co. | Equal Weight | Equal Weight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-08 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-07 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-06 | B | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 2/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 2/5 | 4/5 | 1/5 | 3/5 | 5/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
2.37M
OE per share TTM
0.04
Owner's Yield
0.81%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
64.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
41
Total invested
5.26M
Insider transactions (90d)
5
Beneficial owners (>5%)
18
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BPSP, L.P. | 45.55M | 66.00% | — | 45.55M | — | — | PN | Delaware | 2022-02-14 | ↗ |
| 2 | Berkshire Partners Holdings LLC | 45.55M | 66.00% | — | 45.55M | — | — | OO | Delaware | 2022-02-14 | ↗ |
| 3 | Berkshire Partners LLC | 45.55M | 66.00% | — | 45.55M | — | — | IA | Massachusetts | 2022-02-14 | ↗ |
| 4 | Berkshire Fund VIII, L.P. | 29.71M | 45.30% | — | 29.71M | — | — | PN | Delaware | 2022-02-14 | ↗ |
| 5 | Berkshire Fund VIII-A, L.P. | 12.34M | 34.50% | — | 12.34M | — | — | PN | Delaware | 2022-02-14 | ↗ |
| 6 | Engaged Capital Holdings, LLC | 6.11M | 9.90% | — | — | — | 6.11M | OO | — | 2024-08-15 | ↗ |
| 7 | Engaged Capital, LLC | 6.11M | 9.90% | — | — | — | 6.11M | IA, OO | — | 2024-08-15 | ↗ |
| 8 | Glenn W. Welling | 6.11M | 9.90% | — | — | — | 6.11M | IN | — | 2024-08-15 | ↗ |
| 9 | Engaged Capital Flagship Master Fund, LP | 4.42M | 7.20% | — | — | — | 4.42M | PN | — | 2024-08-15 | ↗ |
| 10 | George S. Loening | 4.00M | 11.90% | — | 4.00M | — | — | HC, IN | Delaware | 2021-10-29 | ↗ |
| 11 | Select Equity Group, L.P. | 4.00M | 11.90% | — | 4.00M | — | — | IA | Delaware | 2021-10-29 | ↗ |
| 12 | (1) BlackRock, Inc. | 3.43M | 6.20% | 3.38M | — | 3.43M | — | HC | Delaware | 2024-01-29 | ↗ |
| 13 | Berkshire Investors IV LLC | 2.69M | 7.00% | — | 2.69M | — | — | OO | Delaware | 2022-02-14 | ↗ |
| 14 | SEG Partners II, L.P. | 2.39M | 7.10% | — | 2.39M | — | — | PN | Delaware | 2021-10-29 | ↗ |
| 15 | The Vanguard Group - 23-1945930 | 1.82M | 5.09% | — | 32.4K | 1.78M | 39.7K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 16 | Engaged Capital Co-Invest XVII, LP | 1.69M | 2.70% | — | — | — | 1.69M | PN | — | 2024-08-15 | ↗ |
| 17 | Berkshire Investors III LLC | 816.4K | 2.20% | — | 816.4K | — | — | OO | Massachusetts | 2022-02-14 | ↗ |
| 18 | Orbis Investment Management Limited ("OIML"); Allan Gray Australia Pty Limited ("AGAPL") | 7.5K | 9.60% | 4.65M | — | 4.65M | — | FI | — | 2023-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
41
-161 vs prev Q
New positions
8
Closed positions
156
Increased
18
Reduced
9
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 | ORBIS ALLAN GRAY LTD | 6.99M +155.2K (+2.3%) | 31.76M -12.4M (-28.0%) | 9.73% -0.391 pp | 0.13% -0.056 pp | USD16.56 -72.6% | 14 qtrs — |
| 2 | ALLIANCEBERNSTEIN L.P. | 5.28M -270.6K (-4.9%) | 23.97M -11.8M (-33.0%) | 7.34% -0.869 pp | 0.01% -0.004 pp | USD11.91 -61.9% | 17 qtrs — |
| 3 | BLACKROCK, INC. | 5.04M +404.9K (+8.7%) | 22.89M -7.0M (-23.5%) | 7.01% +0.152 pp | 0.00% 0.000 pp | USD11.78 -61.5% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 3.98M -1.2M (-23.3%) | 18.09M -15.4M (-46.0%) | 5.54% -2.147 pp | 0.00% 0.000 pp | USD23.31 -80.5% | 17 qtrs — |
| 5 | GOLDMAN SACHS GROUP INC | 2.73M +1.6M (+153.4%) | 12.37M +5.4M (+78.4%) | 3.79% +2.199 pp | 0.00% +0.001 pp | USD7.71 -41.1% | 16 qtrs — |
| 6 | MILLENNIUM MANAGEMENT LLC | 2.28M +2.3M (+100.0%) | 10.35M +10.4M (+100.0%) | 3.17% +3.171 pp | 0.00% +0.004 pp | USD4.54 +0.0% | 15 qtrs — |
| 7 | ZUCKERMAN INVESTMENT GROUP, LLC | 1.96M +114.5K (+6.2%) | 8.92M -3.0M (-25.3%) | 2.73% -0.005 pp | 0.80% -0.308 pp | USD13.86 -67.2% | 13 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.68M +124.0K (+8.0%) | 7.61M -2.4M (-24.0%) | 2.33% +0.035 pp | 0.00% 0.000 pp | USD18.81 -75.9% | 17 qtrs — |
| 9 | ENGAGED CAPITAL LLC | 1.53M -3.5M (-69.7%) | 6.97M -25.7M (-78.7%) | 2.13% -5.365 pp | 1.78% -6.244 pp | USD12.78 -64.5% | 8 qtrs — |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1.39M -744.0K (-34.9%) | 6.30M -7.4M (-54.2%) | 1.93% -1.224 pp | 0.00% -0.002 pp | USD11.69 -61.2% | 11 qtrs — |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 1.20M +688.8K (+133.5%) | 5.47M +2.1M (+64.3%) | 1.68% +0.912 pp | 0.01% +0.004 pp | USD6.79 -33.1% | 5 qtrs — |
| 12 | STATE STREET CORP | 1.20M -51.9K (-4.2%) | 5.44M -2.6M (-32.5%) | 1.67% -0.183 pp | 0.00% 0.000 pp | USD22.59 -79.9% | 17 qtrs — |
| 13 | SELECT EQUITY GROUP, L.P. | 1.14M +164.3K (+16.8%) | 5.18M -1.1M (-17.8%) | 1.59% +0.142 pp | 0.02% -0.004 pp | USD12.05 -62.3% | 17 qtrs — |
| 14 | JANE STREET GROUP, LLC | 1.13M +968.6K (+594.3%) | 5.14M +4.1M (+388.7%) | 1.57% +1.333 pp | 0.00% +0.001 pp | USD5.59 -18.8% | 17 qtrs — |
| 15 | FRANKLIN RESOURCES INC | 1.12M -219.3K (-16.4%) | 5.08M -3.5M (-41.2%) | 1.56% -0.424 pp | 0.00% -0.001 pp | USD25.73 -82.4% | 17 qtrs — |
| 16 | MORGAN STANLEY | 1.09M +316.4K (+40.7%) | 4.96M -46.8K (-0.9%) | 1.52% +0.371 pp | 0.00% +0.000 pp | USD10.82 -58.0% | 17 qtrs — |
| 17 | BERKSHIRE PARTNERS LLC | 1.05M +— (+0.0%) | 4.75M -2.0M (-29.6%) | 1.45% -0.093 pp | 100.00% +0.000 pp | USD37.54 -87.9% | 17 qtrs — |
| 18 | BLAIR WILLIAM & CO/IL | 985.0K -278.9K (-22.1%) | 4.47M -3.7M (-45.1%) | 1.37% -0.500 pp | 0.01% -0.010 pp | USD18.86 -75.9% | 17 qtrs — |
| 19 | SQUAREPOINT OPS LLC | 806.1K +303.6K (+60.4%) | 3.66M +418.9K (+12.9%) | 1.12% +0.378 pp | 0.00% +0.001 pp | USD6.46 -29.7% | 17 qtrs — |
| 20 | BANK OF AMERICA CORP /DE/ | 681.9K +435.0K (+176.2%) | 3.10M +1.5M (+94.4%) | 0.95% +0.583 pp | 0.00% +0.000 pp | USD7.42 -38.8% | 17 qtrs — |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 643.3K +148.4K (+30.0%) | 2.92M -271.6K (-8.5%) | 0.89% +0.162 pp | 0.00% 0.000 pp | USD17.93 -74.7% | 17 qtrs — |
| 22 | POINT72 ASSET MANAGEMENT, L.P. | 615.7K +394.6K (+178.5%) | 2.80M +1.4M (+96.0%) | 0.86% +0.529 pp | 0.00% +0.001 pp | USD5.23 -13.2% | 4 qtrs — |
| 23 | UBS GROUP AG | 597.5K -377.0K (-38.7%) | 2.71M -3.6M (-56.8%) | 0.83% -0.611 pp | 0.00% -0.001 pp | USD10.76 -57.8% | 17 qtrs — |
| 24 | NORTHERN TRUST CORP | 560.1K -46.1K (-7.6%) | 2.54M -1.4M (-35.0%) | 0.78% -0.118 pp | 0.00% 0.000 pp | USD21.48 -78.9% | 17 qtrs — |
| 25 | CITADEL ADVISORS LLC | 524.6K -239.9K (-31.4%) | 2.38M -2.5M (-51.7%) | 0.73% -0.402 pp | 0.00% 0.000 pp | USD11.10 -59.1% | 17 qtrs — |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 432.7K -279.6K (-39.3%) | 1.96M -2.6M (-57.2%) | 0.60% -0.452 pp | 0.00% 0.000 pp | USD10.13 -55.2% | 17 qtrs — |
| 27 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 400.7K -3.8K (-0.9%) | 1.82M -790.1K (-30.3%) | 0.56% -0.041 pp | 0.04% -0.018 pp | USD6.45 -29.6% | 2 qtrs — |
| 28 | CITIGROUP INC | 388.1K +377.0K (+3,391.1%) | 1.76M +1.7M (+2,357.3%) | 0.54% +0.523 pp | 0.00% +0.001 pp | USD4.77 -4.8% | 17 qtrs — |
| 29 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 260.9K +205.0 (+0.1%) | 1.57M +110.7K (+7.6%) | 0.36% -0.023 pp | 0.04% +0.001 pp | USD9.40 -51.7% | 5 qtrs — |
| 30 | JPMORGAN CHASE & CO | 325.1K +264.4K (+435.4%) | 1.48M +1.1M (+276.9%) | 0.45% +0.362 pp | 0.00% +0.000 pp | USD5.97 -24.0% | 17 qtrs — |
| 31 | BALYASNY ASSET MANAGEMENT L.P. | 263.1K -156.2K (-37.3%) | 1.19M -1.5M (-55.8%) | 0.37% -0.254 pp | 0.00% -0.002 pp | USD6.45 -29.6% | 4 qtrs — |
| 32 | IMC-CHICAGO, LLC | 230.2K -6.4K (-2.7%) | 1.05M -481.1K (-31.5%) | 0.32% -0.030 pp | 0.00% 0.000 pp | USD7.55 -39.9% | 5 qtrs — |
| 33 | EMPOWERED FUNDS, LLC | 227.5K +23.0K (+11.2%) | 1.03M -286.4K (-21.7%) | 0.32% +0.014 pp | 0.01% -0.005 pp | USD6.26 -27.5% | 2 qtrs — |
| 34 | FIRST TRUST ADVISORS LP | 227.4K +5.6K (+2.5%) | 1.03M -398.3K (-27.8%) | 0.32% -0.012 pp | 0.00% 0.000 pp | USD12.19 -62.8% | 6 qtrs — |
| 35 | INVESCO LTD. | 224.2K +77.9K (+53.2%) | 1.02M +73.9K (+7.8%) | 0.31% +0.095 pp | 0.00% +0.000 pp | USD8.69 -47.8% | 17 qtrs — |
| 36 | CAPTION MANAGEMENT, LLC | 200.0K +— (+0.0%) | 908.0K -382.0K (-29.6%) | 0.28% -0.018 pp | 0.01% -0.004 pp | USD6.45 -29.6% | 2 qtrs — |
| 37 | BANK OF NEW YORK MELLON CORP | 191.0K -14.9K (-7.2%) | 867.2K -461.0K (-34.7%) | 0.27% -0.039 pp | 0.00% 0.000 pp | USD19.78 -77.0% | 17 qtrs — |
| 38 | QUANTINNO CAPITAL MANAGEMENT LP | 186.8K +165.7K (+785.7%) | 848.2K +712.2K (+523.4%) | 0.26% +0.229 pp | 0.00% +0.001 pp | USD4.76 -4.6% | 2 qtrs — |
| 39 | CENTERSTAR ASSET MANAGEMENT, LLC | 180.0K +15.0K (+9.1%) | 818.1K -247.0K (-23.2%) | 0.25% +0.006 pp | 0.23% +0.002 pp | USD7.67 -40.8% | 17 qtrs — |
| 40 | PEAK6 LLC | 179.5K +— (+0.0%) | 814.9K -342.8K (-29.6%) | 0.25% -0.016 pp | 0.00% 0.000 pp | USD6.45 -29.6% | 5 qtrs — |
| 41 | WALLEYE CAPITAL LLC | 158.4K +86.8K (+121.2%) | 719.1K +257.3K (+55.7%) | 0.22% +0.114 pp | 0.00% +0.001 pp | USD5.85 -22.4% | 9 qtrs — |
| 42 | HRT FINANCIAL LP | 156.8K +31.8K (+25.4%) | 712.0K -94.0K (-11.7%) | 0.22% +0.033 pp | 0.00% -0.001 pp | USD6.06 -25.1% | 2 qtrs — |
| 43 | RAYMOND JAMES FINANCIAL INC | 153.5K -14.6K (-8.7%) | 697.0K -387.4K (-35.7%) | 0.21% -0.035 pp | 0.00% 0.000 pp | USD7.71 -41.1% | 5 qtrs — |
| 44 | QUADRATURE CAPITAL LTD | 146.7K +146.7K (+100.0%) | 666.1K +666.1K (+100.0%) | 0.20% +0.204 pp | 0.01% +0.007 pp | USD4.54 +0.0% | 1 qtrs NEW |
| 45 | NUVEEN, LLC | 140.5K +29.9K (+27.0%) | 638.0K -75.9K (-10.6%) | 0.20% +0.032 pp | 0.00% +0.000 pp | USD10.33 -56.1% | 4 qtrs — |
| 46 | LAKEWOOD ASSET MANAGEMENT LLC | 135.5K -1.6K (-1.1%) | 615.2K -268.9K (-30.4%) | 0.19% -0.014 pp | 0.36% -0.173 pp | USD14.94 -69.6% | 13 qtrs — |
| 47 | SOUTHEAST ASSET ADVISORS INC. | 130.3K +— (+0.0%) | 591.3K -248.8K (-29.6%) | 0.18% -0.012 pp | 0.06% -0.035 pp | USD6.45 -29.6% | 2 qtrs — |
| 48 | BARCLAYS PLC | 104.7K -12.8K (-10.9%) | 475.1K -1.1M (-70.0%) | 0.15% -0.028 pp | 0.00% 0.000 pp | USD15.06 -69.9% | 16 qtrs — |
| 49 | ADVISOR GROUP HOLDINGS, INC. | 103.6K +2.8K (+2.8%) | 470.2K -240.1K (-33.8%) | 0.14% -0.005 pp | 0.00% 0.000 pp | USD15.91 -71.5% | 17 qtrs — |
| 50 | CREATIVE PLANNING | 101.5K +83.2K (+455.9%) | 460.7K +343.0K (+291.3%) | 0.14% +0.114 pp | 0.00% +0.000 pp | USD4.88 -7.0% | 2 qtrs — |
| 51 | LPL FINANCIAL LLC | 98.5K -4.5K (-4.4%) | 447.0K -217.1K (-32.7%) | 0.14% -0.015 pp | 0.00% 0.000 pp | USD13.49 -66.3% | 15 qtrs — |
| 52 | D. E. SHAW & CO., INC. | 96.7K +96.7K (+100.0%) | 439.0K +439.0K (+100.0%) | 0.13% +0.135 pp | 0.00% +0.000 pp | USD4.54 +0.0% | 1 qtrs NEW |
| 53 | AMERICAN CENTURY COMPANIES INC | 93.3K -18.8K (-16.7%) | 423.7K -299.3K (-41.4%) | 0.13% -0.036 pp | 0.00% 0.000 pp | USD10.88 -58.3% | 4 qtrs — |
| 54 | SIMPLEX TRADING, LLC | 91.8K -70.2K (-43.3%) | 417.0K -628.0K (-60.1%) | 0.13% -0.112 pp | 0.00% 0.000 pp | USD6.75 -32.7% | 10 qtrs — |
| 55 | 4WEALTH ADVISORS, INC. | 85.2K +362.0 (+0.4%) | 386.9K -160.5K (-29.3%) | 0.12% -0.007 pp | 0.33% -0.159 pp | USD8.29 -45.2% | 5 qtrs — |
| 56 | WELLS FARGO & COMPANY/MN | 83.3K +26.7K (+47.2%) | 378.2K +13.2K (+3.6%) | 0.12% +0.032 pp | 0.00% +0.000 pp | USD10.20 -55.5% | 17 qtrs — |
| 57 | JONES FINANCIAL COMPANIES LLLP | 80.2K +71.0K (+771.5%) | 364.1K +306.0K (+526.1%) | 0.11% +0.098 pp | 0.00% +0.000 pp | USD5.16 -12.0% | 9 qtrs — |
| 58 | WALLEYE TRADING LLC | 79.4K +63.1K (+387.1%) | 360.5K +255.3K (+242.9%) | 0.11% +0.086 pp | 0.00% +0.000 pp | USD5.09 -10.8% | 3 qtrs — |
| 59 | RHUMBLINE ADVISERS | 76.5K -7.9K (-9.3%) | 347.3K -196.8K (-36.2%) | 0.11% -0.018 pp | 0.00% 0.000 pp | USD20.84 -78.2% | 17 qtrs — |
| 60 | CANADA PENSION PLAN INVESTMENT BOARD | 75.3K +30.4K (+67.7%) | 341.9K +52.3K (+18.0%) | 0.10% +0.038 pp | 0.00% +0.000 pp | USD5.68 -20.1% | 4 qtrs — |
| 61 | SKOPOS LABS, INC. | 60.1K +60.1K (+100.0%) | 279.7K +279.7K (+100.0%) | 0.08% +0.084 pp | 0.01% +0.013 pp | USD4.54 +0.0% | 1 qtrs NEW |
| 62 | CAPSTONE FINANCIAL ADVISORS, INC. | 58.7K +— (+0.0%) | 266.7K -112.2K (-29.6%) | 0.08% -0.005 pp | 0.01% -0.006 pp | USD12.83 -64.6% | 17 qtrs — |
| 63 | AQR CAPITAL MANAGEMENT LLC | 57.3K +31.4K (+121.0%) | 260.2K +93.0K (+55.6%) | 0.08% +0.041 pp | 0.00% +0.000 pp | USD6.86 -33.8% | 4 qtrs — |
| 64 | SIG BROKERAGE, LP | 49.4K +49.4K (+100.0%) | 224.4K +224.4K (+100.0%) | 0.07% +0.069 pp | 0.01% +0.007 pp | USD4.54 +0.0% | 1 qtrs NEW |
| 65 | MAREX GROUP PLC | 45.0K +45.0K (+100.0%) | 204.3K +204.3K (+100.0%) | 0.06% +0.063 pp | 0.00% +0.001 pp | USD4.54 +0.0% | 1 qtrs NEW |
| 66 | AXQ CAPITAL, LP | 43.8K +43.8K (+100.0%) | 199.0K +199.0K (+100.0%) | 0.06% +0.061 pp | 0.04% +0.045 pp | USD4.54 +0.0% | 1 qtrs NEW |
| 67 | ARISTIDES CAPITAL LLC | 43.4K +43.4K (+100.0%) | 197.0K +197.0K (+100.0%) | 0.06% +0.060 pp | 0.03% +0.035 pp | USD4.54 +0.0% | 1 qtrs NEW |
| 68 | DEUTSCHE BANK AG\ | 42.5K -732.0 (-1.7%) | 192.8K -85.8K (-30.8%) | 0.06% -0.005 pp | 0.00% +0.000 pp | USD14.69 -69.1% | 17 qtrs — |
| 69 | VIRTU FINANCIAL LLC | 42.3K +42.3K (+100.0%) | 192.0K +192.0K (+100.0%) | 0.06% +0.059 pp | 0.01% +0.007 pp | USD4.54 +0.0% | 4 qtrs — |
| 70 | FIFTH THIRD BANCORP | 40.0K -200.0 (-0.5%) | 181.6K -77.7K (-30.0%) | 0.06% -0.004 pp | 0.00% 0.000 pp | USD10.76 -57.8% | 17 qtrs — |
| 71 | METLIFE INVESTMENT MANAGEMENT, LLC | 36.2K +8.1K (+28.9%) | 164.2K -16.8K (-9.3%) | 0.05% +0.009 pp | 0.00% 0.000 pp | USD17.69 -74.3% | 17 qtrs — |
| 72 | PRICE T ROWE ASSOCIATES INC /MD/ | 34.8K +5.1K (+17.2%) | 158.0K -34.0K (-17.7%) | 0.05% +0.005 pp | 0.00% +0.000 pp | USD11.28 -59.8% | 10 qtrs — |
| 73 | MILLER FINANCIAL SERVICES LLC | 34.8K -18.6K (-34.8%) | 157.9K -186.4K (-54.1%) | 0.05% -0.031 pp | 0.19% -0.213 pp | USD9.58 -52.6% | 5 qtrs — |
| 74 | CI PRIVATE WEALTH, LLC | 34.1K +695.0 (+2.1%) | 155.0K -60.6K (-28.1%) | 0.05% -0.002 pp | 0.00% 0.000 pp | USD11.52 -60.6% | 9 qtrs — |
| 75 | VERITION FUND MANAGEMENT LLC | 32.5K -1.1K (-3.2%) | 147.6K -69.0K (-31.9%) | 0.05% -0.005 pp | 0.00% 0.000 pp | USD11.89 -61.8% | 12 qtrs — |
| 76 | CLEAR HARBOR ASSET MANAGEMENT, LLC | 31.5K +31.5K (+100.0%) | 143.0K +143.0K (+100.0%) | 0.04% +0.044 pp | 0.01% +0.010 pp | USD4.54 +0.0% | 1 qtrs NEW |
| 77 | BOOTHBAY FUND MANAGEMENT, LLC | 31.0K +31.0K (+100.0%) | 140.9K +140.9K (+100.0%) | 0.04% +0.043 pp | 0.00% +0.002 pp | USD4.54 +0.0% | 1 qtrs NEW |
| 78 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 31.0K +3.5K (+12.5%) | 140.8K -37.0K (-20.8%) | 0.04% +0.002 pp | 0.00% 0.000 pp | USD9.76 -53.5% | 7 qtrs — |
| 79 | SEI INVESTMENTS CO | 30.4K +30.4K (+100.0%) | 138.1K +138.1K (+100.0%) | 0.04% +0.042 pp | 0.00% +0.000 pp | USD4.54 +0.0% | 1 qtrs NEW |
| 80 | AIGEN INVESTMENT MANAGEMENT, LP | 29.5K +15.5K (+111.4%) | 133.8K +43.9K (+48.8%) | 0.04% +0.020 pp | 0.03% +0.017 pp | USD7.91 -42.6% | 3 qtrs — |
| 81 | QUEST PARTNERS LLC | 29.0K +— (+0.0%) | 131.6K -55.4K (-29.6%) | 0.04% -0.003 pp | 0.01% -0.005 pp | USD12.12 -62.5% | 9 qtrs — |
| 82 | HIGHPOINT ADVISOR GROUP LLC | 28.8K -11.8K (-29.1%) | 130.8K -131.3K (-50.1%) | 0.04% -0.020 pp | 0.01% -0.006 pp | USD14.26 -68.2% | 9 qtrs — |
| 83 | ENGINEERS GATE MANAGER LP | 27.8K +27.8K (+100.0%) | 126.4K +126.4K (+100.0%) | 0.04% +0.039 pp | 0.00% +0.002 pp | USD4.54 +0.0% | 3 qtrs — |
| 84 | CETERA INVESTMENT ADVISERS | 26.5K +8.9K (+50.7%) | 120.1K +6.9K (+6.1%) | 0.04% +0.011 pp | 0.00% +0.000 pp | USD8.26 -45.0% | 3 qtrs — |
| 85 | XTX TOPCO LTD | 26.1K -13.4K (-34.0%) | 118.6K -136.6K (-53.5%) | 0.04% -0.022 pp | 0.00% -0.010 pp | USD11.67 -61.1% | 5 qtrs — |
| 86 | QUANTBOT TECHNOLOGIES LP | 25.7K -48.3K (-65.3%) | 116.6K -360.8K (-75.6%) | 0.04% -0.074 pp | 0.00% -0.009 pp | USD6.45 -29.6% | 4 qtrs — |
| 87 | ATOM INVESTORS LP | 25.3K +25.3K (+100.0%) | 115.0K +115.0K (+100.0%) | 0.04% +0.035 pp | 0.01% +0.009 pp | USD4.54 +0.0% | 4 qtrs — |
| 88 | INSIGHT 2811, INC. | 24.9K +24.9K (+100.0%) | 113.1K +113.1K (+100.0%) | 0.03% +0.035 pp | 0.05% +0.050 pp | USD4.54 +0.0% | 1 qtrs NEW |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 60 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.42% | 1.10M | 0.65% |
| 2 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.05% | 911.2K | 0.47% |
| 3 | Invesco RAFI US 1500 Small-Mid ETF PRFZ | 0.04% | 1.10M | 0.34% |
| 4 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.04% | 18.9K | 0.35% |
| 5 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.03% | 3.2K | 0.29% |
| 6 | iShares Russell 2000 Value ETF IWN | 0.02% | 2.62M | 0.24% |
| 7 | Vanguard Russell 2000 Value ETF VTWV | 0.02% | 234.0K | 0.06% |
| 8 | Vanguard Consumer Discretionary ETF VCR | 0.02% | 1.11M | 0.09% |
| 9 | Avantis U.S. Small Cap Equity ETF AVSC | 0.01% | 422.5K | 0.25% |
| 10 | State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L | 0.01% | 617.4K | 0.30% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
3.00
Bullish
Buys
10
Sells
10
Shares acquired
625.1K
Shares disposed
20.5K
Cash buys
—
Cash sales
—
Net activity
+604,667
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-02 | Waite Jill Francine | Officer | F-InKind | D | Class A common stock | 1,840 | 6.49 | 11.9K | 132,178 | D | ↗ |
| 2026-05-02 | Kaiser Kelly M | Officer | F-InKind | D | Class A common stock | 1,840 | 6.49 | 11.9K | 142,288 | D | ↗ |
| 2026-05-02 | Hook Michelle Greig | Officer | F-InKind | D | Class A common stock | 3,992 | 6.49 | 25.9K | 301,322 | D | ↗ |
| 2026-05-02 | Correia Keith M | Officer | F-InKind | D | Class A common stock | 1,226 | 6.49 | 8.0K | 86,983 | D | ↗ |
| 2026-04-22 | Correia Keith M | Officer | F-InKind | D | Class A common stock | 601 | 6.50 | 3.9K | 88,209 | D | ↗ |
| 2026-04-15 | Waite Jill Francine | Officer | F-InKind | D | Class A common stock | 1,818 | 5.52 | 10.0K | 134,018 | D | ↗ |
| 2026-04-15 | Pecoraro-Striepling Jennifer | Officer | A-Award | A | Class A common stock | 40,760 | 0.00 | — | 40,760 | D | ↗ |
| 2026-04-15 | Patterson Brett | Director / Officer | A-Award | A | Class A common stock | 271,739 | 0.00 | — | 340,823 | D | ↗ |
| 2026-04-15 | Lauer Denise Peggy | Officer | A-Award | A | Class A common stock | 40,760 | 0.00 | — | 107,785 | D | ↗ |
| 2026-04-15 | LEE EUGENE I JR | Director | A-Award | A | Class A common stock | 12,681 | 0.00 | — | 73,479 | D | ↗ |
| 2026-04-15 | Kaiser Kelly M | Officer | F-InKind | D | Class A common stock | 1,805 | 5.52 | 10.0K | 144,128 | D | ↗ |
| 2026-04-15 | Hook Michelle Greig | Officer | A-Award | A | Class A common stock | 90,579 | 0.00 | — | 309,259 | D | ↗ |
| 2026-04-15 | DARDEN TONY J | Officer | F-InKind | D | Class A common stock | 2,182 | 5.52 | 12.0K | 158,501 | D | ↗ |
| 2026-04-15 | Correia Keith M | Officer | F-InKind | D | Class A common stock | 1,206 | 5.52 | 6.7K | 88,810 | D | ↗ |
| 2026-04-14 | DARDEN TONY J | Officer | A-Award | A | Class A common stock | 1,034 | 0.00 | — | 101,807 | D | ↗ |
| 2026-03-16 | Pecoraro-Striepling Jennifer | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-13 | LEE EUGENE I JR | Director | P-Purchase | A | Class A common stock | 286,000 | 5.18 | 1.48M | 416,250 | I | ↗ |
| 2026-03-13 | Hart Gerard Johan | Director | M-Exempt | A | Class A common stock | 50,070 | 5.33 | 266.9K | 107,965 | D | ↗ |
| 2026-03-13 | Bordelon Ann G. | Director | C-Conversion | A | Class A common stock | 17,789 | 0.00 | — | 76,216 | D | ↗ |
| 2026-03-02 | Miles Michael | Director | A-Award | A | Class A common stock | 47,004 | 0.00 | — | 446,917 | D | ↗ |
| 2026-02-28 | Waite Jill Francine | Officer | A-Award | A | Class A common stock | 404 | 4.81 | 1.9K | 95,089 | D | ↗ |
| 2026-02-28 | Kaiser Kelly M | Officer | A-Award | A | Class A common stock | 730 | 4.81 | 3.5K | 105,198 | D | ↗ |
| 2026-02-28 | Hook Michelle Greig | Officer | A-Award | A | Class A common stock | 1,501 | 4.81 | 7.2K | 218,730 | D | ↗ |
| 2026-02-28 | Correia Keith M | Officer | A-Award | A | Class A common stock | 28 | 4.81 | 134.68 | 62,843 | D | ↗ |
| 2026-02-23 | Patterson Brett | Director / Officer | — | — | Class A common stock | 0 | 0.00 | — | 69,084 | D | ↗ |
| 2026-02-02 | Miles Michael | Director / Officer | A-Award | A | Class A common stock | 70,796 | 0.00 | — | 399,913 | D | ↗ |
| 2026-01-02 | Miles Michael | Director / Officer | A-Award | A | Class A common stock | 87,145 | 0.00 | — | 329,117 | D | ↗ |
| 2026-01-02 | Lutzker Joshua Adam | Director | A-Award | A | Class A Common Stock | 46,840 | 0.00 | — | 110,890 | I | ↗ |
| 2026-01-02 | LEE EUGENE I JR | Director | A-Award | A | Class A common stock | 49,019 | 0.00 | — | 60,798 | D | ↗ |
| 2026-01-02 | Hartung Jack | Director | A-Award | A | Class A common stock | 43,572 | 0.00 | — | 132,628 | D | ↗ |
| 2026-01-02 | Hart Gerard Johan | Director | A-Award | A | Class A common stock | 26,143 | 0.00 | — | 57,895 | D | ↗ |
| 2026-01-02 | Glass Noah H. | Director | A-Award | A | Class A common stock | 26,143 | 0.00 | — | 63,872 | D | ↗ |
| 2026-01-02 | Dodson Paulette R. | Director | A-Award | A | Class A common stock | 26,143 | 0.00 | — | 62,806 | D | ↗ |
| 2026-01-02 | Bordelon Ann G. | Director | A-Award | A | Class A common stock | 26,143 | 0.00 | — | 58,427 | D | ↗ |
| 2025-12-31 | Miles Michael | Director / Officer | F-InKind | D | Class A common stock | 3,441 | 4.54 | 15.6K | 241,972 | D | ↗ |
| 2025-12-23 | DARDEN TONY J | Officer | F-InKind | D | Class A common stock | 3,780 | 4.64 | 17.5K | 100,773 | D | ↗ |
| 2025-11-30 | Waite Jill Francine | Officer | A-Award | A | Class A common stock | 481 | 4.70 | 2.3K | 94,699 | D | ↗ |
| 2025-11-30 | Kaiser Kelly M | Officer | A-Award | A | Class A common stock | 95 | 4.70 | 446.50 | 104,470 | D | ↗ |
| 2025-11-30 | Correia Keith M | Officer | A-Award | A | Class A common stock | 204 | 4.70 | 958.80 | 62,820 | D | ↗ |
| 2025-10-31 | Waite Jill Francine | Officer | A-Award | A | Class A common stock | 39,282 | 0.00 | — | 94,218 | D | ↗ |
| 2025-10-31 | Kaiser Kelly M | Officer | A-Award | A | Class A common stock | 35,514 | 0.00 | — | 104,375 | D | ↗ |
| 2025-10-31 | Hook Michelle Greig | Officer | A-Award | A | Class A common stock | 43,824 | 0.00 | — | 217,229 | D | ↗ |
| 2025-10-31 | Ellis Michael K | Officer | F-InKind | D | Class A common stock | 3,040 | 5.35 | 16.3K | 45,529 | D | ↗ |
| 2025-10-31 | DARDEN TONY J | Officer | A-Award | A | Class A common stock | 43,457 | 0.00 | — | 104,553 | D | ↗ |
| 2025-10-31 | Correia Keith M | Officer | A-Award | A | Class A common stock | 33,177 | 0.00 | — | 62,616 | D | ↗ |
| 2025-10-15 | Miles Michael | Director / Officer | A-Award | A | Class A common stock | 199,005 | 0.00 | — | 245,413 | D | ↗ |
| 2025-10-15 | LEE EUGENE I JR | Director | A-Award | A | Class A common stock | 2,073 | 0.00 | — | 11,779 | D | ↗ |
| 2025-09-22 | Lauer Denise Peggy | Officer | — | — | Class A common stock | 0 | 0.00 | — | 67,025 | D | ↗ |
| 2025-09-05 | Kaiser Kelly M | Officer | F-InKind | D | Class A common stock | 437 | 6.82 | 3.0K | 68,861 | D | ↗ |
| 2025-08-31 | Waite Jill Francine | Officer | F-InKind | D | Class A common stock | 8 | 6.37 | 50.96 | 54,936 | D | ↗ |
| 2025-08-31 | Kaiser Kelly M | Officer | F-InKind | D | Class A common stock | 24 | 6.37 | 152.88 | 69,298 | D | ↗ |
| 2025-08-31 | Ellis Michael K | Officer | F-InKind | D | Class A common stock | 5 | 6.37 | 31.85 | 48,569 | D | ↗ |
| 2025-08-31 | Correia Keith M | Officer | F-InKind | D | Class A common stock | 3 | 6.37 | 19.11 | 29,439 | D | ↗ |
| 2025-08-29 | Ellis Michael K | Officer | F-InKind | D | Class A common stock | 1,133 | 7.08 | 8.0K | 48,328 | D | ↗ |
| 2025-08-11 | Osanloo Michael | Director / Officer | P-Purchase | A | Class A common stock | 2,000 | 8.00 | 16.0K | 65,317 | D | ↗ |
| 2025-08-08 | Osanloo Michael | Director / Officer | P-Purchase | A | Class A common stock | 11,320 | 7.42 | 84.0K | 63,317 | D | ↗ |
| 2025-08-07 | LEE EUGENE I JR | Director | P-Purchase | A | Class A common stock | 130,250 | 7.68 | 1.00M | 130,250 | I | ↗ |
| 2025-08-07 | Kaiser Kelly M | Officer | P-Purchase | A | Class A common stock | 27,000 | 7.68 | 207.4K | 68,495 | D | ↗ |
| 2025-08-07 | Hook Michelle Greig | Officer | P-Purchase | A | Class A common stock | 40,000 | 7.67 | 306.8K | 173,405 | D | ↗ |
| 2025-06-16 | LEE EUGENE I JR | Director | — | — | Class A common stock | 0 | 0.00 | — | 9,706 | D | ↗ |
| 2025-05-31 | Waite Jill Francine | Officer | F-InKind | D | Class A common stock | 15 | 10.80 | 162.00 | 54,639 | D | ↗ |
| 2025-05-31 | Osanloo Michael | Director / Officer | A-Award | A | Class A common stock | 383 | 10.80 | 4.1K | 52,008 | D | ↗ |
| 2025-05-31 | Kaiser Kelly M | Officer | F-InKind | D | Class A common stock | 42 | 10.80 | 453.60 | 41,495 | D | ↗ |
| 2025-05-31 | Hook Michelle Greig | Officer | F-InKind | D | Class A common stock | 47 | 10.80 | 507.60 | 133,405 | D | ↗ |
| 2025-05-31 | Ellis Michael K | Officer | F-InKind | D | Class A common stock | 9 | 10.80 | 97.20 | 49,461 | D | ↗ |
| 2025-05-19 | Berkshire Partners LLC | Director / 10% Owner | C-Conversion | A | Class A Common Stock | 179,210 | 0.00 | — | 179,210 | I | ↗ |
| 2025-05-02 | Waite Jill Francine | Officer | F-InKind | D | Class A common stock | 1,840 | 10.45 | 19.2K | 54,115 | D | ↗ |
| 2025-05-02 | Kaiser Kelly M | Officer | F-InKind | D | Class A common stock | 1,840 | 10.45 | 19.2K | 40,076 | D | ↗ |
| 2025-05-02 | Hook Michelle Greig | Officer | F-InKind | D | Class A common stock | 6,085 | 10.45 | 63.6K | 131,783 | D | ↗ |
| 2025-05-02 | Ellis Michael K | Officer | F-InKind | D | Class A common stock | 1,529 | 10.45 | 16.0K | 49,087 | D | ↗ |
| 2025-05-02 | Correia Keith M | Officer | F-InKind | D | Class A common stock | 1,226 | 10.45 | 12.8K | 29,314 | D | ↗ |
| 2025-04-22 | Correia Keith M | Officer | F-InKind | D | Class A common stock | 601 | 10.84 | 6.5K | 30,540 | D | ↗ |
| 2025-04-15 | Waite Jill Francine | Officer | A-Award | A | Class A common stock | 18,626 | 0.00 | — | 55,955 | D | ↗ |
| 2025-04-15 | Osanloo Michael | Director / Officer | A-Award | A | Stock Option (right to buy) | 307,692 | 12.08 | 3.72M | 307,692 | D | ↗ |
| 2025-04-15 | Miles Michael | Director | A-Award | A | Class A common stock | 9,933 | 0.00 | — | 46,408 | D | ↗ |
| 2025-04-15 | Lutzker Joshua Adam | Director | A-Award | A | Class A Common Stock | 17,798 | 0.00 | — | 54,537 | I | ↗ |
| 2025-04-15 | Kaiser Kelly M | Officer | A-Award | A | Class A common stock | 18,626 | 0.00 | — | 41,916 | D | ↗ |
| 2025-04-15 | Hook Michelle Greig | Officer | A-Award | A | Class A common stock | 41,391 | 0.00 | — | 137,868 | D | ↗ |
| 2025-04-15 | Hartung Jack | Director | A-Award | A | Class A common stock | 16,556 | 0.00 | — | 89,056 | D | ↗ |
| 2025-04-15 | Hart Gerard Johan | Director | A-Award | A | Class A common stock | 9,933 | 0.00 | — | 31,752 | D | ↗ |
| 2025-04-15 | Glass Noah H. | Director | A-Award | A | Class A common stock | 9,933 | 0.00 | — | 37,729 | D | ↗ |
| 2025-04-15 | Ellis Michael K | Officer | A-Award | A | Class A common stock | 18,626 | 0.00 | — | 50,616 | D | ↗ |
| 2025-04-15 | Dodson Paulette R. | Director | A-Award | A | Class A common stock | 9,933 | 0.00 | — | 36,663 | D | ↗ |
| 2025-04-15 | DARDEN TONY J | Officer | A-Award | A | Class A common stock | 25,869 | 0.00 | — | 61,096 | D | ↗ |
| 2025-04-15 | Correia Keith M | Officer | A-Award | A | Class A common stock | 12,417 | 0.00 | — | 31,141 | D | ↗ |
| 2025-04-15 | Bordelon Ann G. | Director | A-Award | A | Class A common stock | 9,933 | 0.00 | — | 32,284 | D | ↗ |
| 2025-04-15 | Berkshire Partners LLC | Director / 10% Owner | A-Award | A | Class A Common Stock | 17,798 | 0.00 | — | 64,050 | I | ↗ |
| 2025-03-13 | Hartung Jack | Director | P-Purchase | A | Class A common stock | 72,500 | 12.82 | 929.5K | 72,500 | D | ↗ |
| 2025-02-28 | Waite Jill Francine | Officer | F-InKind | D | Class A common stock | 5 | 12.57 | 62.85 | 37,329 | D | ↗ |
| 2025-02-28 | Osanloo Michael | Director / Officer | F-InKind | D | Class A common stock | 59 | 12.57 | 741.63 | 51,625 | D | ↗ |
| 2025-02-28 | Kaiser Kelly M | Officer | A-Award | A | Class A common stock | 418 | 12.57 | 5.3K | 23,304 | D | ↗ |
| 2025-02-28 | Hook Michelle Greig | Officer | F-InKind | D | Class A common stock | 19 | 12.57 | 238.83 | 96,477 | D | ↗ |
| 2025-02-28 | Ellis Michael K | Officer | F-InKind | D | Class A common stock | 3 | 12.57 | 37.71 | 31,990 | D | ↗ |
| 2025-01-09 | Hartung Jack | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-23 | DARDEN TONY J | Officer | — | — | Class A common stock | 0 | 0.00 | — | 22,727 | D | ↗ |
| 2024-12-06 | Scarpino Nicholas Anthony | Officer | F-InKind | D | Class A common stock | 1,738 | 10.49 | 18.2K | 25,220 | D | ↗ |
| 2024-11-30 | Waite Jill Francine | Officer | F-InKind | D | Class A common stock | 6 | 11.55 | 69.30 | 37,180 | D | ↗ |
| 2024-11-30 | Scarpino Nicholas Anthony | Officer | F-InKind | D | Class A common stock | 2 | 11.55 | 23.10 | 26,958 | D | ↗ |
| 2024-11-30 | Ellis Michael K | Officer | F-InKind | D | Class A common stock | 4 | 11.55 | 46.20 | 31,869 | D | ↗ |
| 2024-10-21 | Waite Jill Francine | Officer | F-InKind | D | Class A common stock | 3,233 | 12.57 | 40.6K | 36,968 | D | ↗ |
| 2024-10-21 | Scarpino Nicholas Anthony | Officer | F-InKind | D | Class A common stock | 1,580 | 12.57 | 19.9K | 26,870 | D | ↗ |
| 2024-10-21 | Osanloo Michael | Director / Officer | F-InKind | D | Class A common stock | 29,075 | 12.57 | 365.5K | 49,966 | D | ↗ |
| 2024-10-21 | Hook Michelle Greig | Officer | F-InKind | D | Class A common stock | 10,900 | 12.57 | 137.0K | 95,923 | D | ↗ |
| 2024-09-13 | Hart Gerard Johan | Director | C-Conversion | A | Class A common stock | 50,072 | 0.00 | — | 50,072 | — | ↗ |
| 2024-09-05 | Kaiser Kelly M | Officer | F-InKind | D | Class A common stock | 437 | 11.95 | 5.2K | 22,886 | — | ↗ |
| 2024-08-31 | Waite Jill Francine | Officer | F-InKind | D | Class A common stock | 5 | 11.08 | 55.40 | 40,201 | — | ↗ |
| 2024-08-31 | Ellis Michael K | Officer | A-Award | A | Class A common stock | 140 | 11.08 | 1.6K | 31,700 | — | ↗ |
| 2024-08-29 | Ellis Michael K | Officer | F-InKind | D | Class A common stock | 1,133 | 12.27 | 13.9K | 31,560 | — | ↗ |
| 2024-08-15 | Scarpino Nicholas Anthony | Officer | M-Exempt | D | Stock Option (right to buy) | 18,373 | 5.45 | 100.1K | 0 | — | ↗ |
| 2024-08-09 | Osanloo Michael | Director / Officer | S-Sale | D | Class A common stock | 66,052 | 10.29 | 679.7K | 79,041 | — | ↗ |
| 2024-05-31 | Waite Jill Francine | Officer | A-Award | A | Class A common stock | 825 | 9.02 | 7.4K | 40,055 | — | ↗ |
| 2024-05-31 | Pratt Derrick Lee | Officer | A-Award | A | Class A common stock | 1,913 | 9.02 | 17.3K | 51,921 | — | ↗ |
| 2024-05-31 | Osanloo Michael | Director / Officer | F-InKind | D | Class A common stock | 20 | 9.02 | 180.40 | 145,093 | — | ↗ |
| 2024-05-31 | Hook Michelle Greig | Officer | A-Award | A | Class A common stock | 1,996 | 9.02 | 18.0K | 106,880 | — | ↗ |
| 2024-05-02 | Waite Jill Francine | Officer | A-Award | A | Class A common stock | 18,844 | 0.00 | — | 39,230 | — | ↗ |
| 2024-05-02 | Scarpino Nicholas Anthony | Officer | A-Award | A | Class A common stock | 17,797 | 0.00 | — | 28,450 | — | ↗ |
| 2024-05-02 | Pratt Derrick Lee | Officer | A-Award | A | Class A common stock | 26,172 | 0.00 | — | 50,008 | — | ↗ |
| 2024-05-02 | Osanloo Michael | Director / Officer | A-Award | A | Stock Option (right to buy) | 311,042 | 11.94 | 3.71M | 311,042 | — | ↗ |
| 2024-05-02 | MILES MICHAEL | Director | A-Award | A | Class A common stock | 24,706 | 0.00 | — | 36,475 | — | ↗ |
| 2024-05-02 | Lutzker Joshua Adam | Director | A-Award | A | Class A Common Stock | 18,006 | 0.00 | — | 36,739 | — | ↗ |
| 2024-05-02 | Kaiser Kelly M | Officer | A-Award | A | Class A common stock | 18,844 | 0.00 | — | 23,323 | — | ↗ |
| 2024-05-02 | Hook Michelle Greig | Officer | A-Award | A | Class A common stock | 41,876 | 0.00 | — | 104,884 | — | ↗ |
| 2024-05-02 | Hart Gerard Johan | Director | A-Award | A | Class A common stock | 10,050 | 0.00 | — | 21,819 | — | ↗ |
| 2024-05-02 | Glass Noah H. | Director | A-Award | A | Class A common stock | 10,050 | 0.00 | — | 27,796 | — | ↗ |
| 2024-05-02 | Ellis Michael K | Officer | A-Award | A | Class A common stock | 18,844 | 11.94 | 225.0K | 32,693 | — | ↗ |
| 2024-05-02 | Dodson Paulette R. | Director | A-Award | A | Class A common stock | 10,050 | 11.94 | 120.0K | 26,730 | — | ↗ |
| 2024-05-02 | Correia Keith M | Officer | A-Award | A | Class A common stock | 12,562 | 0.00 | — | 18,724 | — | ↗ |
| 2024-05-02 | Bordelon Ann G. | Director | A-Award | A | Class A common stock | 10,050 | 0.00 | — | 22,351 | — | ↗ |
| 2024-05-02 | Berkshire Partners LLC | Director / 10% Owner | A-Award | A | Class A Common Stock | 18,006 | 0.00 | — | 46,252 | — | ↗ |
| 2024-04-22 | Correia Keith M | Officer | — | D | Stock Option (right to buy) | 625,000 | 12.17 | 7.61M | 0 | — | ↗ |
| 2024-03-04 | Lutzker Joshua Adam | Director | D-Return | D | Class A common stock | 2,167,629 | 14.37 | 31.15M | 3,755,165 | — | ↗ |
| 2024-03-04 | Berkshire Partners LLC | Director / 10% Owner | D-Return | D | LLC Units of PHD Group Holdings LLC | 5,216,808 | 0.00 | — | 9,037,513 | — | ↗ |
| 2024-02-29 | Waite Jill Francine | Officer | A-Award | A | Class A common stock | 142 | 13.08 | 1.9K | 20,391 | — | ↗ |
| 2024-02-29 | Shelton Susan Beth | Officer | F-InKind | D | Class A common stock | 2 | 13.08 | 26.16 | 14,306 | — | ↗ |
| 2024-02-29 | Pratt Derrick Lee | Officer | F-InKind | D | Class A common stock | 9 | 13.08 | 117.72 | 23,836 | — | ↗ |
| 2024-02-29 | Osanloo Michael | Director / Officer | F-InKind | D | Class A common stock | 61 | 13.08 | 797.88 | 144,643 | — | ↗ |
| 2024-02-29 | Hook Michelle Greig | Officer | F-InKind | D | Class A common stock | 25 | 13.08 | 327.00 | 63,008 | — | ↗ |
| 2024-01-04 | Pratt Derrick Lee | Officer | S-Sale | D | Class A common stock | 1,827 | 14.94 | 27.3K | 23,599 | — | ↗ |
| 2023-12-07 | Osanloo Michael | Director / Officer | S-Sale | D | Class A common stock | 1,558 | 15.99 | 24.9K | 143,116 | — | ↗ |
| 2023-11-30 | Waite Jill Francine | Officer | A-Award | A | Class A common stock | 156 | 13.99 | 2.2K | 20,253 | — | ↗ |
| 2023-11-30 | Shelton Susan Beth | Officer | F-InKind | D | Class A common stock | 2 | 13.99 | 27.98 | 14,244 | — | ↗ |
| 2023-11-30 | Pratt Derrick Lee | Officer | A-Award | A | Class A common stock | 269 | 13.99 | 3.8K | 25,433 | — | ↗ |
| 2023-11-07 | Osanloo Michael | Director / Officer | S-Sale | D | Class A common stock | 10,000 | 15.22 | 152.2K | 144,674 | — | ↗ |
| 2023-10-21 | Waite Jill Francine | Officer | F-InKind | D | Class A common stock | 3,233 | 14.73 | 47.6K | 20,097 | — | ↗ |
| 2023-10-21 | Shelton Susan Beth | Officer | F-InKind | D | Class A common stock | 2,215 | 14.73 | 32.6K | 14,177 | — | ↗ |
| 2023-10-21 | Scarpino Nicholas Anthony | Officer | F-InKind | D | Class A common stock | 1,580 | 14.73 | 23.3K | 10,653 | — | ↗ |
| 2023-10-21 | Pratt Derrick Lee | Officer | F-InKind | D | Class A common stock | 6,104 | 14.73 | 89.9K | 54,621 | — | ↗ |
| 2023-10-21 | Osanloo Michael | Director / Officer | F-InKind | D | Class A common stock | 29,075 | 14.73 | 428.3K | 154,674 | — | ↗ |
| 2023-10-21 | Hook Michelle Greig | Officer | F-InKind | D | Class A common stock | 10,900 | 14.73 | 160.6K | 62,364 | — | ↗ |
| 2023-10-21 | Cook George Richard III | Officer | F-InKind | D | Class A common stock | 1,103 | 14.73 | 16.2K | 9,100 | — | ↗ |
| 2023-09-05 | Kaiser Kelly M | Officer | — | D | Class A common stock | 0 | 0.00 | — | 4,479 | — | ↗ |
| 2023-08-31 | Waite Jill Francine | Officer | F-InKind | D | Class A common stock | 4 | 16.51 | 66.04 | 23,330 | — | ↗ |
| 2023-08-31 | Shelton Susan Beth | Officer | F-InKind | D | Class A common stock | 2 | 16.51 | 33.02 | 16,392 | — | ↗ |
| 2023-08-31 | Pratt Derrick Lee | Officer | F-InKind | D | Class A common stock | 6 | 16.51 | 99.06 | 60,725 | — | ↗ |
| 2023-08-31 | Hook Michelle Greig | Officer | F-InKind | D | Class A common stock | 6 | 16.51 | 99.06 | 73,264 | — | ↗ |
| 2023-08-31 | Cook George Richard III | Officer | A-Award | A | Class A common stock | 148 | 16.51 | 2.4K | 10,208 | — | ↗ |
| 2023-08-29 | Ellis Michael K | Officer | F-InKind | D | Class A common stock | 1,134 | 18.46 | 20.9K | 13,849 | — | ↗ |
| 2023-05-31 | Waite Jill Francine | Officer | F-InKind | D | Class A common stock | 4 | 20.07 | 80.28 | 23,221 | — | ↗ |
| 2023-05-31 | Pratt Derrick Lee | Officer | F-InKind | D | Class A common stock | 6 | 20.07 | 120.42 | 60,537 | — | ↗ |
| 2023-05-31 | Osanloo Michael | Director / Officer | A-Award | A | Class A common stock | 258 | 20.07 | 5.2K | 183,757 | — | ↗ |
| 2023-05-31 | Hook Michelle Greig | Officer | F-InKind | D | Class A common stock | 20 | 20.07 | 401.40 | 73,071 | — | ↗ |
| 2023-05-31 | Cook George Richard III | Officer | F-InKind | D | Class A common stock | 5 | 20.07 | 100.35 | 10,060 | — | ↗ |
| 2023-04-05 | Lutzker Joshua Adam | Director | D-Return | D | LLC Units of PHD Group Holdings LLC | 388,377 | 0.00 | — | 14,254,321 | — | ↗ |
| 2023-04-05 | LUBIN RICHARD K | Director | D-Return | D | LLC Units of PHD Group Holdings LLC | 10,673 | 0.00 | — | 391,746 | — | ↗ |
| 2023-04-05 | Berkshire Partners LLC | Director / 10% Owner | D-Return | D | LLC Units of PHD Group Holdings LLC | 388,377 | 0.00 | — | 14,254,321 | — | ↗ |
| 2023-04-04 | MILES MICHAEL | Director | A-Award | A | Class A common stock | 5,769 | 20.80 | 120.0K | 11,769 | — | ↗ |
| 2023-04-04 | Lutzker Joshua Adam | Director | A-Award | A | Class A common stock | 10,336 | 20.80 | 215.0K | 18,733 | — | ↗ |
| 2023-04-04 | LUBIN RICHARD K | Director | A-Award | A | Class A common stock | 9,615 | 20.80 | 200.0K | 17,746 | — | ↗ |
| 2023-04-04 | Hart Gerard Johan | Director | A-Award | A | Class A common stock | 5,769 | 20.80 | 120.0K | 11,769 | — | ↗ |
| 2023-04-04 | Glass Noah H. | Director | A-Award | A | Class A common stock | 9,615 | 20.80 | 200.0K | 17,746 | — | ↗ |
| 2023-04-04 | Dodson Paulette R. | Director | A-Award | A | Class A common stock | 9,615 | 20.80 | 200.0K | 16,680 | — | ↗ |
| 2023-04-04 | Bordelon Ann G. | Director | A-Award | A | Class A common stock | 5,769 | 20.80 | 120.0K | 12,301 | — | ↗ |
| 2023-04-04 | Berkshire Partners LLC | Director / 10% Owner | A-Award | A | Class A common stock | 19,951 | 20.80 | 415.0K | 36,479 | — | ↗ |
| 2023-03-10 | Lutzker Joshua Adam | Director | D-Return | D | LLC Units of PHD Group Holdings LLC | 137,608 | 0.00 | — | 402,419 | — | ↗ |
| 2023-03-10 | LUBIN RICHARD K | Director | D-Return | D | LLC Units of PHD Group Holdings LLC | 137,608 | 0.00 | — | 402,419 | — | ↗ |
| 2023-03-10 | Cook George Richard III | Officer | S-Sale | D | Class A common stock | 16,000 | 18.96 | 303.4K | 9,907 | — | ↗ |
| 2023-03-10 | Berkshire Partners LLC | Director / 10% Owner | D-Return | D | LLC Units of PHD Group Holdings LLC | 137,608 | 0.00 | — | 402,419 | — | ↗ |
| 2023-02-28 | Waite Jill Francine | Officer | F-InKind | D | Class A common stock | 4 | 20.45 | 81.80 | 23,105 | — | ↗ |
| 2023-02-28 | Pratt Derrick Lee | Officer | F-InKind | D | Class A common stock | 6 | 20.45 | 122.70 | 60,336 | — | ↗ |
| 2023-02-28 | Osanloo Michael | Director / Officer | F-InKind | D | Class A common stock | 37 | 20.45 | 756.65 | 183,499 | — | ↗ |
| 2023-02-28 | Hook Michelle Greig | Officer | F-InKind | D | Class A common stock | 17 | 20.45 | 347.65 | 72,415 | — | ↗ |
| 2023-02-28 | Cook George Richard III | Officer | F-InKind | D | Class A common stock | 5 | 20.45 | 102.25 | 12,569 | — | ↗ |
| 2022-12-23 | Waite Jill Francine | Officer | F-InKind | D | Class A common stock | 2,527 | 17.19 | 43.4K | 23,020 | — | ↗ |
| 2022-12-23 | Shelton Susan Beth | Officer | F-InKind | D | Class A common stock | 2,235 | 17.19 | 38.4K | 16,345 | — | ↗ |
| 2022-12-23 | Scarpino Nicholas Anthony | Officer | A-Award | A | Class A common stock | 4,628 | 17.19 | 79.6K | 14,283 | — | ↗ |
| 2022-12-23 | Pratt Derrick Lee | Officer | F-InKind | D | Class A common stock | 2,906 | 17.19 | 50.0K | 60,189 | — | ↗ |
| 2022-12-23 | Osanloo Michael | Officer | F-InKind | D | Class A common stock | 10,662 | 17.19 | 183.3K | 182,493 | — | ↗ |
| 2022-12-23 | Hook Michelle Greig | Officer | F-InKind | D | Class A common stock | 2,802 | 17.19 | 48.2K | 71,933 | — | ↗ |
| 2022-12-23 | Ellis Michael K | Officer | A-Award | A | Class A common stock | 1,575 | 17.19 | 27.1K | 15,544 | — | ↗ |
| 2022-12-23 | Cook George Richard III | Officer | F-InKind | D | Class A common stock | 1,708 | 17.19 | 29.4K | 12,454 | — | ↗ |
| 2022-11-30 | Waite Jill Francine | Officer | P-Purchase | A | Class A common stock | 80 | 18.17 | 1.5K | 19,841 | — | ↗ |
| 2022-11-30 | Pratt Derrick Lee | Officer | A-Award | A | Class A common stock | 139 | 18.17 | 2.5K | 56,534 | — | ↗ |
| 2022-11-30 | Osanloo Michael | Officer | P-Purchase | A | Class A common stock | 1,262 | 18.17 | 22.9K | 169,086 | — | ↗ |
| 2022-11-30 | Hook Michelle Greig | Officer | A-Award | A | Class A common stock | 458 | 18.17 | 8.3K | 68,307 | — | ↗ |
| 2022-11-30 | Cook George Richard III | Officer | A-Award | A | Class A common stock | 109 | 18.17 | 2.0K | 10,305 | — | ↗ |
| 2022-11-17 | Lutzker Joshua Adam | Director | D-Return | D | LLC Units of PHD Group Holdings LLC | 453,232 | 22.69 | 10.28M | 1,778,591 | — | ↗ |
| 2022-11-17 | LUBIN RICHARD K | Director | D-Return | D | LLC Units of PHD Group Holdings LLC | 453,232 | 22.69 | 10.28M | 1,778,591 | — | ↗ |
| 2022-11-17 | Berkshire Partners LLC | Director | D-Return | D | LLC Units of PHD Group Holdings LLC | 137,608 | 22.69 | 3.12M | 540,027 | — | ↗ |
| 2022-11-11 | Scarpino Nicholas Anthony | Officer | M-Exempt | D | Stock Option (right to buy) | 21,500 | 0.00 | — | 78,349 | — | ↗ |
| 2022-10-21 | Waite Jill Francine | Officer | F-InKind | D | Class A common stock | 2,139 | 20.79 | 44.5K | 19,761 | — | ↗ |
Executive team
Top executives
EBIT / Employee
5.5K
Shares Outstanding
72.16M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Michael Osanloo Former President and Chief Executive Officer | 684.0K | — | 2.00M | 4.35M | — | 290.9K | 7.33M | 86.69% | ↗ |
| 2 | 2025 | Michelle Hook, Chief Financial Officer and Treasurer | 468.9K | — | 1.23M | — | — | 48.4K | 1.75M | 70.47% | ↗ |
| 3 | 2025 | Michael A. Miles, Jr. Interim President and Chief Executive Officer | 16.3K | — | 1.32M | — | — | 131.4K | 1.47M | 89.94% | ↗ |
| 4 | 2025 | Tony Darden, Chief Operating Officer | 465.0K | — | 857.5K | — | — | 21.6K | 1.34M | 63.80% | ↗ |
| 5 | 2025 | Jill Waite, Chief People Officer | 420.3K | — | 660.2K | — | — | 47.4K | 1.13M | 58.53% | ↗ |
| 6 | 2025 | Kelly Kaiser, General Counsel and Secretary | 380.0K | — | 640.0K | — | — | 7.6K | 1.03M | 62.28% | ↗ |
| 7 | 2024 | Michael Osanloo Former President and Chief Executive Officer | 929.8K | — | 2.00M | 2.00M | 857.8K | 83.8K | 5.87M | 68.13% | ↗ |
| 8 | 2024 | Michael Osanloo, President and Chief Executive Officer | 929.8K | — | 2.00M | 2.00M | 857.8K | 83.8K | 5.87M | 68.13% | ↗ |
| 9 | 2024 | Michelle Hook, Chief Financial Officer and Treasurer | 466.5K | — | 1.00M | — | 247.9K | 47.1K | 1.76M | 56.77% | ↗ |
| 10 | 2024 | Derrick Pratt , Former Chief Operating Officer | 236.2K | — | 625.0K | 175.2K | 94.6K | 256.3K | 1.39M | 57.68% | ↗ |
| 11 | 2024 | Jill Waite, Chief People Officer | 417.5K | — | 450.0K | — | 177.8K | 91.6K | 1.14M | 39.58% | ↗ |
| 12 | 2024 | Kelly Kaiser, General Counsel and Secretary | 379.1K | — | 450.0K | — | 160.7K | 4.7K | 994.6K | 45.24% | ↗ |
| 13 | 2024 | Mike Ellis, Chief Development Officer | 336.3K | — | 450.0K | — | 116.2K | 17.7K | 920.3K | 48.90% | ↗ |
| 14 | 2023 | Michael Osanloo, President and Chief Executive Officer | 898.6K | — | — | — | 1.09M | 58.2K | 2.05M | 0.00% | ↗ |
| 15 | 2023 | Michael Osanloo Former President and Chief Executive Officer | 898.6K | — | — | — | 1.09M | 58.2K | 2.05M | 0.00% | ↗ |
| 16 | 2023 | Derrick Pratt, Chief Operating Officer | 462.1K | — | — | — | 446.8K | 34.9K | 943.8K | 0.00% | ↗ |
| 17 | 2023 | Derrick Pratt , Former Chief Operating Officer | 462.1K | — | — | — | 446.8K | 34.9K | 943.8K | 0.00% | ↗ |
| 18 | 2023 | Michelle Hook, Chief Financial Officer and Treasurer | 452.7K | — | — | — | 437.7K | 49.8K | 940.2K | 0.00% | ↗ |
| 19 | 2023 | Jill Waite, Chief People Officer | 401.9K | — | — | — | 259.1K | 54.4K | 715.3K | 0.00% | ↗ |
| 20 | 2023 | Susan Shelton, General Counsel | 355.4K | — | — | 34.7K | 229.1K | 27.6K | 646.8K | 5.37% | ↗ |
| 21 | 2022 | Michael Osanloo, President and Chief Executive Officer | 821.4K | — | 413.7K | — | — | 53.7K | 1.29M | 32.10% | ↗ |
| 22 | 2022 | Sherri Abruscato, Former Chief Development and Supply Chain Officer | 334.3K | 83.1K | — | 192.1K | — | 11.2K | 620.8K | 30.95% | ↗ |
| 23 | 2022 | Michelle Hook, Chief Financial Officer and Treasurer | 438.7K | — | 110.5K | — | — | 42.5K | 591.7K | 18.67% | ↗ |
| 24 | 2022 | Derrick Pratt, Chief Operating Officer | 448.6K | — | 112.8K | — | — | 28.9K | 590.3K | 19.10% | ↗ |
| 25 | 2022 | Derrick Pratt , Former Chief Operating Officer | 448.6K | — | 112.8K | — | — | 28.9K | 590.3K | 19.10% | ↗ |
| 26 | 2021 | Michael Osanloo, President and Chief Executive Officer | 791.2K | 1.72M | 3.94M | 23.73M | 1.02M | 49.4K | 31.24M | 88.55% | ↗ |
| 27 | 2021 | Sherri Abruscato, Chief Development and Supply Chain Officer | 385.0K | 474.6K | 264.0K | 4.88M | 247.8K | 12.9K | 6.26M | 82.11% | ↗ |
| 28 | 2021 | Sherri Abruscato, Former Chief Development and Supply Chain Officer | 385.0K | 474.6K | 264.0K | 4.88M | 247.8K | 12.9K | 6.26M | 82.11% | ↗ |
| 29 | 2021 | Michelle Hook, Chief Financial Officer and Treasurer | 370.1K | 103.1K | 1.50M | 2.99M | 242.7K | 41.3K | 5.24M | 85.56% | ↗ |
| 30 | 2020 | Michael Osanloo, President and Chief Executive Officer | 769.0K | 77.3K | — | — | 672.1K | 48.4K | 1.57M | 0.00% | ↗ |
| 31 | 2020 | Sherri Abruscato, Chief Development and Supply Chain Officer | 374.3K | 18.8K | — | — | 163.5K | 13.1K | 569.7K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Brett A. Patterson | President, Chief Executive Officer & Director | 2M | male |
| Michelle Greig Hook | Chief Financial Officer & Treasurer | 517.3K | female |
| Tony Darden | Chief Operating Officer | 486.6K | male |
| Jennifer Pecoraro-Striepling | Chief Development Officer | 470.3K | female |
| Jill Francine Waite | Chief Human Resources Officer | 467.7K | female |
| Kelly Kaiser | General Counsel & Corporate Secretary | 387.6K | female |
| Keith Correia | Chief Information Officer | — | male |
| Denise Lauer | Chief Marketing Officer | — | female |
ESG Rating
ESG Score History RESTAURANTS
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)
Your opinion
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Community Opinion for PTLO
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
