RE/MAX Holdings, Inc. (RMAX)
Denver, CO, US
RE/MAX Holdings, Inc. operates as a franchisor of real estate brokerage services in the United States, Canada, and internationally. The company operates through three segments: Real Estate, Mortgage, and Marketing Funds. The Real Estate segment comprises real estate brokerage franchising services under the RE/MAX brand name, along with corporate-wide shared services. The Mortgage segment includes brokerage franchising services to real estate brokers, real estate professionals, mortgage professionals, and other investors under the Motto Mortgage brand name; and mortgage loan processing software and services under the wemlo brand name. The Marketing Funds segment manages marketing campaigns and agent marketing technology. The company also provides the BoldTrail platform, which integrates a suite of digital products that enables agents, brokers, and teams to establish, manage, and grow client relationships; and the RE/MAX University platform, a learning hub designed to help each agent with their professional expertise. The company was founded in 1973 and is headquartered in Denver, Colorado.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.73% | -10.58% | +67.48% | +38.36% | +24.90% | +26.88% | +21.44% | -48.91% | -72.26% | -74.92% | -64.33% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 1 | -2 |
| Sell | 0 | 0 |
| Strong Sell | 0 | -1 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 3 |
16.67
+49.9%
|
-
Revenue growth Real Estate - Services: +11.2%-5.2% Q1'26: -5.7% (vs Q1'25)
-
EPS growth Real Estate - Services: +25.9%+8.1% Q1'26: -380.0% (vs Q1'25)
-
FCF margin FCF growth · Real Estate - Services: +32.2%+5.7% Q1'26: -6.4% (vs Q1'25)
-
EBIT margin Real Estate - Services: +23.7%+17.6% Q1'26: -9.9% (vs Q1'25)
-
ROIC Real Estate - Services: +4.3%+11.3% ★ Q1'26: +21.7% (vs Q1'25)
-
Share dilution Real Estate - Services: +0.0%+5.7% Q1'26: +6.2% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Real Estate - Services: 1.88×5.95× Q1'26: -4.95× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 2 EPS Ana. |
Dec 2027 3 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
176.87M
est: 174.78M (+1.2%)
|
176.30M
est: 174.31M (+1.1%)
|
195.93M
est: 196.45M (-0.3%)
|
212.63M
est: 212.45M (+0.1%)
|
282.29M
est: 282.49M (-0.1%)
|
266.00M
est: 264.64M (+0.5%)
|
329.70M
est: 329.54M (+0.0%)
|
353.39M
est: 356.43M (-0.9%)
|
325.67M
est: 314.56M (+3.5%)
|
307.69M
est: 309.89M (-0.7%)
|
291.60M
est: 291.88M (-0.1%)
|
293.41M
285.33M – 301.43M
+0.5% YoY
|
291.63M
280.90M – 302.36M
-0.6% YoY
|
| EBITDA |
89.54M
est: 49.66M (+80.3%)
|
89.60M
est: 56.33M (+59.1%)
|
95.44M
est: 32.77M (+191.2%)
|
98.89M
est: 70.00M (+41.3%)
|
92.32M
est: 66.31M (+39.2%)
|
65.04M
est: 55.14M (+18.0%)
|
20.52M
est: 24.34M (-15.7%)
|
74.80M
est: 40.69M (+83.9%)
|
26.62M
est: 135.78M (-80.4%)
|
72.02M
est: 133.76M (-46.2%)
|
77.18M
est: 125.99M (-38.7%)
|
126.65M
123.16M – 130.11M
+0.5% YoY
|
125.88M
121.25M – 130.51M
-0.6% YoY
|
| EBIT |
73.22M
est: 67.67M (+8.2%)
|
70.61M
est: 65.17M (+8.3%)
|
98.86M
est: 13.52M (+631.1%)
|
71.77M
est: 72.22M (-0.6%)
|
70.53M
est: 64.06M (+10.1%)
|
38.93M
est: 37.50M (+3.8%)
|
-10.82M
est: -10.90M (+0.7%)
|
39.03M
est: -1.97M (+2,081.2%)
|
-5.80M
est: 111.00M (-105.2%)
|
42.46M
est: 109.36M (-61.2%)
|
51.33M
est: 103.00M (-50.2%)
|
103.54M
100.69M – 106.37M
+0.5% YoY
|
102.91M
99.13M – 106.70M
-0.6% YoY
|
| Net Income |
16.66M
est: 15.20M (+9.6%)
|
22.74M
est: 20.52M (+10.8%)
|
12.82M
est: 36.90M (-65.3%)
|
27.04M
est: 24.98M (+8.2%)
|
25.28M
est: 23.37M (+8.2%)
|
11.25M
est: 10.82M (+3.9%)
|
-15.62M
est: -14.60M (-6.9%)
|
6.11M
est: -14.06M (+143.5%)
|
-69.02M
est: -77.46M (+10.9%)
|
7.12M
est: 26.06M (-72.7%)
|
8.15M
est: 26.21M (-68.9%)
|
26.25M
25.53M – 26.98M
+0.2% YoY
|
26.76M
25.68M – 27.84M
+1.9% YoY
|
| SGA |
90.99M
est: 97.77M (-6.9%)
|
87.63M
est: 92.38M (-5.1%)
|
107.27M
est: 99.92M (+7.4%)
|
120.18M
est: 127.57M (-5.8%)
|
119.23M
est: 134.20M (-11.2%)
|
129.00M
est: 191.28M (-32.6%)
|
179.49M
est: 155.65M (+15.3%)
|
173.98M
est: 182.41M (-4.6%)
|
171.55M
est: 161.15M (+6.5%)
|
152.26M
est: 158.75M (-4.1%)
|
146.70M
est: 149.52M (-1.9%)
|
150.31M
146.17M – 154.42M
+0.5% YoY
|
149.40M
143.90M – 154.89M
-0.6% YoY
|
| EPS |
1.31
est: 1.62 (-18.9%)
|
1.29
est: 1.70 (-24.1%)
|
0.72
est: 1.91 (-62.4%)
|
1.52
est: 2.25 (-32.4%)
|
2.63
est: 2.19 (+20.2%)
|
0.62
est: 1.85 (-66.5%)
|
-0.84
est: 2.36 (-135.6%)
|
0.33
est: 2.21 (-85.0%)
|
-3.81
est: -3.80 (-0.3%)
|
0.38
est: 1.28 (-70.4%)
|
0.41
est: 1.28 (-68.1%)
|
1.29
1.25 – 1.32
+0.6% YoY
|
1.32
1.26 – 1.36
+1.9% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-27 | Jones Trading | Hold | Buy | Upgrade |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | B+ | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 2/5 | 5/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 2/5 | 5/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 2/5 | 5/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 2/5 | 5/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 2/5 | 4/5 | 2/5 | 2/5 | 5/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 2/5 | 4/5 | 2/5 | 2/5 | 5/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 2/5 | 4/5 | 2/5 | 2/5 | 5/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 2/5 | 4/5 | 2/5 | 2/5 | 5/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 2/5 | 4/5 | 2/5 | 3/5 | 5/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 2/5 | 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 | 2/5 | 5/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 2/5 | 5/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 2/5 | 5/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 2/5 | 5/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 26-1080669 | 2.40M | 20.70% | 347.6K | — | 2.40M | — | HC | Delaware | 2015-02-17 | ↗ |
| 2 | 04-3542621 | 2.05M | 17.60% | 31.1K | — | 2.05M | — | IA | Delaware | 2015-02-17 | ↗ |
| 3 | Van Berkom & Associates Inc. | 1.77M | 9.95% | 1.77M | — | 1.77M | — | IA | Canada | 2019-02-11 | ↗ |
| 4 | 52-0556948 | 1.71M | 9.60% | 350.4K | — | 1.71M | — | IA | Maryland | 2018-02-12 | ↗ |
| 5 | 2. | 1.66M | 9.35% | 1.18M | — | 1.66M | — | IA | Canada | 2019-02-13 | ↗ |
| 6 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 | 1.63M | 9.20% | 1.10M | 537.0K | 1.10M | 537.0K | IA | California | 2019-02-11 | ↗ |
| 7 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC800937145 | 1.55M | 8.79% | 1.19M | 361.6K | 1.19M | 361.6K | IA | California | 2017-02-09 | ↗ |
| 8 | (1) BlackRock, Inc. | 1.45M | 8.00% | 1.41M | — | 1.45M | — | HC | Delaware | 2023-10-06 | ↗ |
| 9 | 30-0447847 | 1.39M | 7.60% | 1.36M | — | 1.39M | — | IA | Delaware Limited Partnership | 2023-02-10 | ↗ |
| 10 | Hotchkis and Wiley Capital Management, LLC | 1.06M | 5.80% | 908.9K | — | 1.06M | — | IA | Delaware | 2024-02-13 | ↗ |
| 11 | 13-3127734 | 1.03M | 5.48% | 1.03M | — | 1.03M | — | HC | Delaware | 2022-02-11 | ↗ |
| 12 | Ahmet H. Okumus | 994.4K | 5.30% | — | 994.4K | — | 994.4K | IN | Delaware | 2021-11-02 | ↗ |
| 13 | RPD Fund Management LLC | 994.4K | 5.30% | — | 994.4K | — | 994.4K | OO | Delaware | 2021-11-02 | ↗ |
| 14 | RPD Opportunity Fund LP | 994.4K | 5.30% | — | 994.4K | — | 994.4K | PN | Delaware | 2021-11-02 | ↗ |
| 15 | RPD Opportunity LLC | 994.4K | 5.30% | — | 994.4K | — | 994.4K | OO | Delaware | 2021-11-02 | ↗ |
| 16 | (. | 906.6K | 5.08% | 869.6K | — | 906.6K | — | IA | Delaware Limited Partnership | 2020-02-12 | ↗ |
| 17 | BARCLAYS GLOBAL INVESTORS, NA. | 424.1K | 2.32% | 19.7K | 1.4K | 907.6K | 19.5K | BK | Pennsylvania | 2018-02-09 | ↗ |
| 18 | Kornitzer Capital Management, Inc. | — | 0.00% | 952.1K | — | 952.1K | — | IA | Delaware | 2017-02-14 | ↗ |
| 19 | Management Ltd. | — | 0.00% | — | — | — | — | IA | Canada | 2022-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MAGNOLIA GROUP, LLC | 2.87M +— (+0.0%) | 21.76M -5.3M (-19.5%) | 14.31% -0.054 pp | 3.59% -0.698 pp | USD21.89 -65.3% | 16 qtrs — |
| 2 | CAPITAL WORLD INVESTORS | 1.50M +— (+0.0%) | 11.39M -2.8M (-19.5%) | 7.48% -0.028 pp | 0.00% 0.000 pp | USD10.88 -30.2% | 6 qtrs — |
| 3 | BLACKROCK, INC. | 1.43M +26.6K (+1.9%) | 10.89M -2.4M (-18.0%) | 7.16% +0.106 pp | 0.00% +0.000 pp | USD12.36 -38.6% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 1.13M +5.7K (+0.5%) | 8.56M -2.0M (-19.1%) | 5.62% +0.007 pp | 0.00% +0.000 pp | USD36.59 -79.3% | 49 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 896.2K -65.7K (-6.8%) | 6.80M -2.3M (-25.0%) | 4.47% -0.346 pp | 0.00% -0.001 pp | USD27.48 -72.4% | 42 qtrs — |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 738.3K -48.1K (-6.1%) | 5.60M -1.8M (-24.4%) | 3.68% -0.255 pp | 0.01% -0.001 pp | USD36.89 -79.4% | 44 qtrs — |
| 7 | HILLSDALE INVESTMENT MANAGEMENT INC. | 568.8K -21.6K (-3.7%) | 4.32M -1.3M (-22.5%) | 2.84% -0.119 pp | 0.12% -0.049 pp | USD8.57 -11.4% | 5 qtrs — |
| 8 | D. E. SHAW & CO., INC. | 566.2K -8.8K (-1.5%) | 4.30M -1.1M (-20.7%) | 2.83% -0.055 pp | 0.00% -0.001 pp | USD10.09 -24.8% | 10 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 462.7K +12.4K (+2.7%) | 3.51M -735.0K (-17.3%) | 2.31% +0.053 pp | 0.00% 0.000 pp | USD30.86 -75.4% | 49 qtrs — |
| 10 | STATE STREET CORP | 406.4K +356.0 (+0.1%) | 3.08M -744.4K (-19.4%) | 2.03% -0.006 pp | 0.00% +0.000 pp | USD32.92 -76.9% | 49 qtrs — |
| 11 | JPMORGAN CHASE & CO | 371.4K -161.8K (-30.4%) | 2.82M -2.2M (-43.9%) | 1.85% -0.818 pp | 0.00% 0.000 pp | USD9.73 -22.0% | 49 qtrs — |
| 12 | NUVEEN, LLC | 307.8K +57.8K (+23.1%) | 2.34M -21.6K (-0.9%) | 1.54% +0.283 pp | 0.00% +0.000 pp | USD8.17 -7.1% | 4 qtrs — |
| 13 | PRUDENTIAL FINANCIAL INC | 299.0K +31.2K (+11.6%) | 2.27M -256.0K (-10.1%) | 1.49% +0.151 pp | 0.00% 0.000 pp | USD13.54 -43.9% | 47 qtrs — |
| 14 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 283.2K -363.0 (-0.1%) | 2.15M -524.6K (-19.6%) | 1.41% -0.007 pp | 0.05% -0.012 pp | USD16.14 -53.0% | 23 qtrs — |
| 15 | AQR CAPITAL MANAGEMENT LLC | 239.4K +18.0K (+8.1%) | 1.82M -270.7K (-13.0%) | 1.19% +0.086 pp | 0.00% 0.000 pp | USD10.73 -29.3% | 16 qtrs — |
| 16 | JANE STREET GROUP, LLC | 234.8K +159.0K (+209.6%) | 1.78M +1.1M (+149.2%) | 1.17% +0.792 pp | 0.00% +0.000 pp | USD8.12 -6.5% | 10 qtrs — |
| 17 | INVENOMIC CAPITAL MANAGEMENT LP | 207.0K -4.7K (-2.2%) | 1.57M -425.2K (-21.3%) | 1.03% -0.028 pp | 0.07% -0.024 pp | USD8.33 -8.9% | 4 qtrs — |
| 18 | EMPOWERED FUNDS, LLC | 170.3K +16.0K (+10.4%) | 1.29M -162.2K (-11.1%) | 0.85% +0.077 pp | 0.01% -0.004 pp | USD11.97 -36.6% | 11 qtrs — |
| 19 | TWO SIGMA INVESTMENTS, LP | 157.0K +72.2K (+85.2%) | 1.19M +392.1K (+49.0%) | 0.78% +0.359 pp | 0.00% +0.001 pp | USD8.58 -11.5% | 10 qtrs — |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 154.5K -15.1K (-8.9%) | 1.17M -426.8K (-26.7%) | 0.77% -0.079 pp | 0.00% 0.000 pp | USD27.92 -72.8% | 49 qtrs — |
| 21 | NORTHERN TRUST CORP | 152.5K -5.8K (-3.6%) | 1.16M -334.9K (-22.4%) | 0.76% -0.032 pp | 0.00% +0.000 pp | USD34.26 -77.8% | 49 qtrs — |
| 22 | MILLENNIUM MANAGEMENT LLC | 152.4K +27.1K (+21.7%) | 1.16M -24.5K (-2.1%) | 0.76% +0.133 pp | 0.00% +0.000 pp | USD8.62 -11.9% | 33 qtrs — |
| 23 | GOLDMAN SACHS GROUP INC | 147.8K -2.3K (-1.5%) | 1.12M -293.4K (-20.7%) | 0.74% -0.014 pp | 0.00% +0.000 pp | USD9.67 -21.5% | 44 qtrs — |
| 24 | MORGAN STANLEY | 124.9K -26.3K (-17.4%) | 947.9K -477.4K (-33.5%) | 0.62% -0.134 pp | 0.00% +0.000 pp | USD16.35 -53.6% | 49 qtrs — |
| 25 | CITADEL ADVISORS LLC | 124.3K +111.7K (+887.6%) | 943.6K +824.9K (+694.9%) | 0.62% +0.557 pp | 0.00% +0.000 pp | USD7.67 -1.0% | 10 qtrs — |
| 26 | BLAIR WILLIAM & CO/IL | 107.9K +1.0 (+0.0%) | 818.8K -198.5K (-19.5%) | 0.54% -0.002 pp | 0.00% -0.001 pp | USD8.77 -13.5% | 9 qtrs — |
| 27 | JACOBS LEVY EQUITY MANAGEMENT, INC | 103.7K -1.5K (-1.5%) | 787.1K -205.4K (-20.7%) | 0.52% -0.010 pp | 0.00% -0.001 pp | USD10.26 -26.0% | 9 qtrs — |
| 28 | QUANTINNO CAPITAL MANAGEMENT LP | 101.0K +56.3K (+125.7%) | 766.6K +344.6K (+81.7%) | 0.50% +0.280 pp | 0.00% +0.000 pp | USD8.65 -12.3% | 6 qtrs — |
| 29 | MARTINGALE ASSET MANAGEMENT L P | 96.5K -16.0 (0.0%) | 732.4K -177.7K (-19.5%) | 0.48% -0.002 pp | 0.02% -0.004 pp | USD8.97 -15.4% | 5 qtrs — |
| 30 | BANK OF NEW YORK MELLON CORP | 86.7K +12.8K (+17.3%) | 658.2K -38.9K (-5.6%) | 0.43% +0.062 pp | 0.00% +0.000 pp | USD24.69 -69.3% | 49 qtrs — |
| 31 | TREXQUANT INVESTMENT LP | 86.3K +86.3K (+100.0%) | 654.9K +654.9K (+100.0%) | 0.43% +0.431 pp | 0.01% +0.006 pp | USD7.59 +0.0% | 7 qtrs — |
| 32 | PANAGORA ASSET MANAGEMENT INC | 82.3K -606.0 (-0.7%) | 625.0K -157.2K (-20.1%) | 0.41% -0.005 pp | 0.00% -0.001 pp | USD9.25 -17.9% | 5 qtrs — |
| 33 | ALGERT GLOBAL LLC | 75.2K +410.0 (+0.5%) | 571.0K -135.0K (-19.1%) | 0.38% +0.001 pp | 0.01% -0.003 pp | USD9.42 -19.4% | 2 qtrs — |
| 34 | POINT72 ASSET MANAGEMENT, L.P. | 63.7K +63.7K (+100.0%) | 483.4K +483.4K (+100.0%) | 0.32% +0.318 pp | 0.00% +0.001 pp | USD7.59 +0.0% | 1 qtrs NEW |
| 35 | FIRST TRUST ADVISORS LP | 63.4K +1.4K (+2.3%) | 481.3K -103.0K (-17.6%) | 0.32% +0.006 pp | 0.00% 0.000 pp | USD9.39 -19.2% | 2 qtrs — |
| 36 | MARSHALL WACE, LLP | 60.3K +9.8K (+19.3%) | 457.7K -18.8K (-3.9%) | 0.30% +0.048 pp | 0.00% 0.000 pp | USD10.72 -29.2% | 10 qtrs — |
| 37 | FMR LLC | 54.7K +10.8K (+24.5%) | 415.5K +762.0 (+0.2%) | 0.27% +0.053 pp | 0.00% +0.000 pp | USD9.14 -17.0% | 20 qtrs — |
| 38 | VOYA INVESTMENT MANAGEMENT LLC | 51.4K +10.5K (+25.8%) | 389.8K +4.9K (+1.3%) | 0.26% +0.052 pp | 0.00% +0.000 pp | USD9.08 -16.4% | 5 qtrs — |
| 39 | TUDOR INVESTMENT CORP ET AL | 50.0K +50.0K (+100.0%) | 379.5K +379.5K (+100.0%) | 0.25% +0.250 pp | 0.00% +0.001 pp | USD7.59 +0.0% | 6 qtrs — |
| 40 | TWO SIGMA ADVISERS, LP | 44.2K +10.6K (+31.5%) | 335.5K +18.6K (+5.9%) | 0.22% +0.052 pp | 0.00% +0.000 pp | USD12.85 -40.9% | 33 qtrs — |
| 41 | BANK OF AMERICA CORP /DE/ | 43.1K +14.4K (+50.3%) | 327.1K +56.6K (+20.9%) | 0.22% +0.071 pp | 0.00% +0.000 pp | USD13.37 -43.2% | 49 qtrs — |
| 42 | ALLIANCEBERNSTEIN L.P. | 39.4K +1.5K (+4.0%) | 299.0K -58.4K (-16.3%) | 0.20% +0.007 pp | 0.00% +0.000 pp | USD17.80 -57.4% | 39 qtrs — |
| 43 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 39.1K +— (+0.0%) | 296.7K -71.9K (-19.5%) | 0.20% -0.001 pp | 0.00% 0.000 pp | USD30.49 -75.1% | 17 qtrs — |
| 44 | INVESCO LTD. | 38.8K -5.8K (-13.0%) | 294.5K -125.9K (-29.9%) | 0.19% -0.030 pp | 0.00% +0.000 pp | USD13.76 -44.8% | 44 qtrs — |
| 45 | QUBE RESEARCH & TECHNOLOGIES LTD | 38.6K +5.9K (+18.0%) | 293.1K -15.4K (-5.0%) | 0.19% +0.029 pp | 0.00% +0.000 pp | USD9.26 -18.0% | 10 qtrs — |
| 46 | WALLEYE CAPITAL LLC | 38.6K +20.1K (+108.2%) | 293.0K +118.1K (+67.6%) | 0.19% +0.100 pp | 0.00% +0.000 pp | USD8.47 -10.4% | 2 qtrs — |
| 47 | RUSSELL INVESTMENTS GROUP, LTD. | 33.9K -364.8K (-91.5%) | 257.4K -3.5M (-93.2%) | 0.17% -1.828 pp | 0.00% -0.004 pp | USD10.60 -28.4% | 9 qtrs — |
| 48 | RBF CAPITAL, LLC | 31.6K +— (+0.0%) | 239.5K -58.1K (-19.5%) | 0.16% -0.001 pp | 0.01% -0.003 pp | USD13.33 -43.1% | 9 qtrs — |
| 49 | PRICE T ROWE ASSOCIATES INC /MD/ | 31.5K +— (+0.0%) | 239.0K -58.0K (-19.5%) | 0.16% -0.001 pp | 0.00% +0.000 pp | USD20.60 -63.2% | 49 qtrs — |
| 50 | MEEDER ASSET MANAGEMENT INC | 29.0K +— (+0.0%) | 220.2K -53.4K (-19.5%) | 0.14% -0.001 pp | 0.01% -0.004 pp | USD9.62 -21.1% | 9 qtrs — |
| 51 | BARCLAYS PLC | 28.5K +2.6K (+9.9%) | 216.3K -106.5K (-33.0%) | 0.14% +0.012 pp | 0.00% +0.000 pp | USD10.84 -30.0% | 49 qtrs — |
| 52 | CAMPBELL & CO INVESTMENT ADVISER LLC | 25.8K +1.8K (+7.5%) | 195.5K -30.5K (-13.5%) | 0.13% +0.009 pp | 0.01% -0.008 pp | USD8.16 -7.0% | 3 qtrs — |
| 53 | AMERICAN CENTURY COMPANIES INC | 24.7K -42.9K (-63.4%) | 187.7K -450.1K (-70.6%) | 0.12% -0.215 pp | 0.00% 0.000 pp | USD20.32 -62.6% | 24 qtrs — |
| 54 | METIS GLOBAL PARTNERS, LLC | 24.6K +12.1K (+96.3%) | 186.5K +68.5K (+58.0%) | 0.12% +0.060 pp | 0.00% +0.002 pp | USD10.07 -24.6% | 6 qtrs — |
| 55 | AMERIPRISE FINANCIAL INC | 24.4K -330.0 (-1.3%) | 185.2K -48.0K (-20.6%) | 0.12% -0.002 pp | 0.00% +0.000 pp | USD18.18 -58.3% | 40 qtrs — |
| 56 | RHUMBLINE ADVISERS | 24.0K -4.9K (-17.0%) | 182.1K -90.4K (-33.2%) | 0.12% -0.025 pp | 0.00% 0.000 pp | USD34.29 -77.9% | 49 qtrs — |
| 57 | UBS GROUP AG | 22.3K +3.7K (+19.8%) | 169.5K -6.2K (-3.5%) | 0.11% +0.018 pp | 0.00% +0.000 pp | USD9.88 -23.2% | 14 qtrs — |
| 58 | XTX TOPCO LTD | 21.3K +21.3K (+100.0%) | 161.3K +161.3K (+100.0%) | 0.11% +0.106 pp | 0.00% +0.004 pp | USD7.59 +0.0% | 3 qtrs — |
| 59 | WELLS FARGO & COMPANY/MN | 20.6K +6.5K (+45.9%) | 156.6K +23.2K (+17.4%) | 0.10% +0.032 pp | 0.00% +0.000 pp | USD11.62 -34.7% | 49 qtrs — |
| 60 | DGS CAPITAL MANAGEMENT, LLC | 19.8K -1.7K (-8.1%) | 150.5K -52.9K (-26.0%) | 0.10% -0.009 pp | 0.03% -0.011 pp | USD8.44 -10.1% | 4 qtrs — |
| 61 | JUMP FINANCIAL, LLC | 19.7K +19.7K (+100.0%) | 149.2K +149.2K (+100.0%) | 0.10% +0.098 pp | 0.00% +0.002 pp | USD7.59 +0.0% | 1 qtrs NEW |
| 62 | OCCUDO QUANTITATIVE STRATEGIES LP | 19.5K -5.1K (-20.7%) | 147.9K -83.7K (-36.1%) | 0.10% -0.026 pp | 0.01% -0.018 pp | USD9.43 -19.5% | 2 qtrs — |
| 63 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 15.9K +15.9K (+100.0%) | 120.7K +120.7K (+100.0%) | 0.08% +0.079 pp | 0.00% +0.000 pp | USD7.59 +0.0% | 1 qtrs NEW |
| 64 | SG AMERICAS SECURITIES, LLC | 15.2K +3.6K (+31.2%) | 115.0K +6.0K (+5.5%) | 0.08% +0.018 pp | 0.00% 0.000 pp | USD10.20 -25.6% | 12 qtrs — |
| 65 | CANADA PENSION PLAN INVESTMENT BOARD | 14.9K +14.9K (+100.0%) | 113.1K +113.1K (+100.0%) | 0.07% +0.074 pp | 0.00% +0.000 pp | USD7.59 +0.0% | 1 qtrs NEW |
| 66 | VERITION FUND MANAGEMENT LLC | 14.0K +14.0K (+100.0%) | 106.3K +106.3K (+100.0%) | 0.07% +0.070 pp | 0.00% +0.000 pp | USD7.59 +0.0% | 1 qtrs NEW |
| 67 | B. RILEY WEALTH ADVISORS, INC. | 13.4K +— (+0.0%) | 101.9K -24.7K (-19.5%) | 0.07% 0.000 pp | 0.00% -0.001 pp | USD8.18 -7.2% | 3 qtrs — |
| 68 | CAMBIAR INVESTORS LLC | 12.9K +12.9K (+100.0%) | 98.0K +98.0K (+100.0%) | 0.06% +0.064 pp | 0.00% +0.004 pp | USD7.59 +0.0% | 1 qtrs NEW |
| 69 | IEQ CAPITAL, LLC | 12.8K -12.8K (-50.2%) | 96.8K -144.6K (-59.9%) | 0.06% -0.065 pp | 0.00% 0.000 pp | USD9.43 -19.5% | 2 qtrs — |
| 70 | MARINER, LLC | 11.6K -4.9K (-29.8%) | 88.3K -68.0K (-43.5%) | 0.06% -0.025 pp | 0.00% 0.000 pp | USD9.00 -15.7% | 7 qtrs — |
| 71 | ENGINEERS GATE MANAGER LP | 11.6K +813.0 (+7.5%) | 87.9K -13.6K (-13.4%) | 0.06% +0.004 pp | 0.00% 0.000 pp | USD9.67 -21.5% | 5 qtrs — |
| 72 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 11.5K +1.4K (+13.9%) | 87.0K -7.9K (-8.3%) | 0.06% +0.007 pp | 0.00% 0.000 pp | USD9.21 -17.6% | 2 qtrs — |
| 73 | DEUTSCHE BANK AG\ | 11.3K +— (+0.0%) | 86.1K -20.9K (-19.5%) | 0.06% 0.000 pp | 0.00% +0.000 pp | USD20.87 -63.6% | 49 qtrs — |
| 74 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11.2K +— (+0.0%) | 85.3K -20.7K (-19.5%) | 0.06% 0.000 pp | 0.00% 0.000 pp | USD11.84 -35.9% | 9 qtrs — |
| 75 | — | 10.1K +10.1K (+100.0%) | 76.0K +76.0K (+100.0%) | 0.05% +0.050 pp | 0.08% +0.075 pp | USD7.59 +0.0% | 1 qtrs NEW |
| 76 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 8.7K -45.0 (-0.5%) | 66.1K -16.5K (-19.9%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD8.92 -14.9% | 7 qtrs — |
| 77 | HARBOR CAPITAL ADVISORS, INC. | 7.7K +1.3K (+20.6%) | 58.0K -2.0K (-3.3%) | 0.04% +0.006 pp | 0.00% 0.000 pp | USD13.54 -43.9% | 11 qtrs — |
| 78 | CWM, LLC | 7.2K -5.2K (-41.9%) | 54.0K -62.0K (-53.4%) | 0.04% -0.026 pp | 0.00% 0.000 pp | USD9.45 -19.7% | 17 qtrs — |
| 79 | ADVISOR GROUP HOLDINGS, INC. | 5.3K +4.4K (+475.3%) | 40.2K +31.5K (+363.2%) | 0.03% +0.022 pp | 0.00% +0.000 pp | USD8.40 -9.6% | 24 qtrs — |
| 80 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 5.3K +— (+0.0%) | 39.9K -9.7K (-19.5%) | 0.03% 0.000 pp | 0.00% 0.000 pp | USD10.67 -28.9% | 5 qtrs — |
| 81 | BNP PARIBAS ARBITRAGE, SNC | 4.5K -19.3K (-80.9%) | 34.5K -190.0K (-84.6%) | 0.02% -0.097 pp | 0.00% 0.000 pp | USD11.48 -33.9% | 49 qtrs — |
| 82 | NEW YORK STATE COMMON RETIREMENT FUND | 4.3K +— (+0.0%) | 33.0K -8.0K (-19.5%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD34.93 -78.3% | 44 qtrs — |
| 83 | STRS OHIO | 3.6K +— (+0.0%) | 27.3K -6.6K (-19.5%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD36.33 -79.1% | 21 qtrs — |
| 84 | TOWER RESEARCH CAPITAL LLC (TRC) | 3.3K +1.8K (+117.0%) | 24.7K +10.6K (+74.7%) | 0.02% +0.009 pp | 0.00% +0.000 pp | USD8.29 -8.4% | 28 qtrs — |
| 85 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.0K +— (+0.0%) | 22.8K -5.5K (-19.5%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD31.71 -76.1% | 19 qtrs — |
| 86 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 3.0K +3.0K (+100.0%) | 22.0K +22.0K (+100.0%) | 0.02% +0.015 pp | 0.00% +0.000 pp | USD7.59 +0.0% | 1 qtrs NEW |
| 87 | WEALTHCOLLAB, LLC | 2.2K +584.0 (+37.1%) | 16.4K +1.5K (+10.4%) | 0.01% +0.003 pp | 0.01% 0.000 pp | USD8.55 -11.2% | 5 qtrs — |
| 88 | CENTER FOR FINANCIAL PLANNING, INC. | 2.0K +— (+0.0%) | 15.2K -3.7K (-19.5%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD8.12 -6.5% | 25 qtrs — |
| 89 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 1.8K +— (+0.0%) | 14.0K -3.0K (-17.6%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD32.97 -77.0% | 43 qtrs — |
| 90 | LEGAL & GENERAL GROUP PLC | 1.8K +— (+0.0%) | 13.3K -3.2K (-19.5%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD36.31 -79.1% | 46 qtrs — |
| 91 | CITIGROUP INC | 1.7K +232.0 (+15.5%) | 13.1K -996.0 (-7.1%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD14.59 -48.0% | 49 qtrs — |
| 92 | PINNACLE WEALTH PLANNING SERVICES, INC. | 1.7K +1.7K (+100.0%) | 13.1K +13.1K (+100.0%) | 0.01% +0.009 pp | 0.00% +0.001 pp | USD7.59 +0.0% | 1 qtrs NEW |
| 93 | EVERSOURCE WEALTH ADVISORS, LLC | 1.6K +1.0K (+177.9%) | 12.0K +6.7K (+123.7%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD8.86 -14.3% | 15 qtrs — |
| 94 | AMERITAS INVESTMENT PARTNERS, INC. | 1.6K +— (+0.0%) | 11.9K -2.9K (-19.5%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD59.06 -87.1% | 36 qtrs — |
| 95 | VERSANT CAPITAL MANAGEMENT, INC | 1.4K +356.0 (+34.5%) | 10.5K +805.0 (+8.3%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD9.19 -17.4% | 36 qtrs — |
| 96 | COVESTOR LTD | 1.1K -30.0 (-2.6%) | 9.0K -2.0K (-18.2%) | 0.01% 0.000 pp | 0.00% -0.001 pp | USD9.31 -18.5% | 3 qtrs — |
| 97 | GAMMA INVESTING LLC | 1.2K +528.0 (+83.5%) | 8.8K +2.8K (+47.7%) | 0.01% +0.003 pp | 0.00% +0.000 pp | USD8.59 -11.6% | 7 qtrs — |
| 98 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1.1K -172.0 (-13.3%) | 8.5K -3.7K (-30.2%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD35.05 -78.3% | 49 qtrs — |
| 99 | STERLING CAPITAL MANAGEMENT LLC | 1.1K -208.0 (-16.5%) | 8.0K -3.9K (-32.8%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD9.58 -20.8% | 6 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | OneAscent Small Cap Core ETF OASC | 0.35% | 296.3K | 0.64% |
| 2 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.29% | 745.2K | 0.65% |
| 3 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.07% | 1.16M | 0.47% |
| 4 | iShares Micro-Cap ETF IWC | 0.04% | 663.9K | 0.60% |
| 5 | WisdomTree U.S. SmallCap Fund EES | 0.04% | 288.6K | 0.38% |
| 6 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.04% | 4.7K | 0.29% |
| 7 | Harbor Human Capital Factor US Small Cap ETF HAPS | 0.04% | 63.6K | 0.61% |
| 8 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.03% | 324.5K | 0.20% |
| 9 | Dimensional - US Small Cap Value ETF DFSV | 0.02% | 1.20M | 0.30% |
| 10 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.01% | 7.3K | 0.35% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | Peterson Adam K | Other | S-Sale | D | Common Stock | 216,281 | 11.10 | 2.40M | 982,440 | D | ↗ |
| 2026-04-28 | Peterson Adam K | Other | S-Sale | D | Common Stock | 493,006 | 10.97 | 5.41M | 1,198,721 | D | ↗ |
| 2026-04-27 | Peterson Adam K | Other | S-Sale | D | Common Stock | 632,091 | 9.84 | 6.22M | 1,691,727 | D | ↗ |
| 2026-04-20 | Peterson Adam K | 10% Owner | J-Other | D | Common Stock | 280,825 | 0.00 | — | 2,323,818 | D | ↗ |
| 2026-04-01 | Peterson Adam K | 10% Owner | S-Sale | D | Common Stock | 61,000 | 5.71 | 348.3K | 2,604,643 | D | ↗ |
| 2026-03-31 | Peterson Adam K | 10% Owner | S-Sale | D | Common Stock | 81,693 | 5.80 | 473.8K | 2,665,643 | D | ↗ |
| 2026-03-02 | Winders Susan L | Officer | F-InKind | D | Class A Common Stock | 10,253 | 6.29 | 64.5K | 302,572 | D | ↗ |
| 2026-03-02 | Lombardo Victor Stephen | Officer | F-InKind | D | Class A Common Stock | 7,187 | 6.29 | 45.2K | 219,700 | D | ↗ |
| 2026-03-02 | Lim Christopher Inwhan | Officer | F-InKind | D | Class A Common Stock | 4,820 | 6.29 | 30.3K | 225,706 | D | ↗ |
| 2026-03-02 | Jenkins Leah R | Officer | F-InKind | D | Class A Common Stock | 2,910 | 6.29 | 18.3K | 72,640 | D | ↗ |
| 2026-03-02 | Carlson Erik | Director / Officer | F-InKind | D | Class A Common Stock | 60,808 | 6.29 | 382.5K | 1,774,099 | D | ↗ |
| 2026-03-02 | Callahan Karri R. | Officer | F-InKind | D | Class A Common Stock | 18,414 | 6.29 | 115.8K | 524,314 | D | ↗ |
| 2026-03-01 | Winders Susan L | Officer | A-Award | A | Class A Common Stock | 59,619 | 0.00 | — | 253,206 | D | ↗ |
| 2026-03-01 | Lombardo Victor Stephen | Officer | A-Award | A | Class A Common Stock | 69,901 | 0.00 | — | 156,986 | D | ↗ |
| 2026-03-01 | Lim Christopher Inwhan | Officer | A-Award | A | Class A Common Stock | 67,568 | 0.00 | — | 230,526 | D | ↗ |
| 2026-03-01 | Jenkins Leah R | Officer | A-Award | A | Class A Common Stock | 14,626 | 0.00 | — | 75,550 | D | ↗ |
| 2026-03-01 | Carlson Erik | Director / Officer | A-Award | A | Class A Common Stock | 357,711 | 0.00 | — | 1,477,196 | D | ↗ |
| 2026-03-01 | Callahan Karri R. | Officer | A-Award | A | Class A Common Stock | 81,876 | 0.00 | — | 542,728 | D | ↗ |
| 2026-02-27 | Winders Susan L | Officer | F-InKind | D | Class A Common Stock | 4,260 | 6.45 | 27.5K | 196,189 | D | ↗ |
| 2026-02-27 | Lombardo Victor Stephen | Officer | F-InKind | D | Class A Common Stock | 4,888 | 6.45 | 31.5K | 87,085 | D | ↗ |
| 2026-02-27 | Lim Christopher Inwhan | Officer | F-InKind | D | Class A Common Stock | 2,456 | 6.45 | 15.8K | 95,390 | D | ↗ |
| 2026-02-27 | Jenkins Leah R | Officer | A-Award | A | Class A Common Stock | 5,305 | 0.00 | — | 48,702 | D | ↗ |
| 2026-02-27 | Carlson Erik | Director / Officer | F-InKind | D | Class A Common Stock | 17,861 | 6.45 | 115.2K | 1,119,485 | D | ↗ |
| 2026-02-27 | Callahan Karri R. | Officer | A-Award | A | Class A Common Stock | 23,894 | 0.00 | — | 393,758 | D | ↗ |
| 2026-02-19 | Peterson Adam K | 10% Owner | S-Sale | D | Common Stock | 67,500 | 6.84 | 461.7K | 0 | D | ↗ |
| 2026-02-18 | Peterson Adam K | 10% Owner | S-Sale | D | Common Stock | 52,362 | 6.90 | 361.3K | 0 | D | ↗ |
| 2026-02-17 | Lim Christopher Inwhan | Officer | — | — | Class A Common Stock | 0 | 0.00 | — | 89,561 | D | ↗ |
| 2026-01-23 | Liniger Gail A. | 10% Owner | G-Gift | D | Class A Common Stock | 1,000 | 0.00 | — | 0 | I | ↗ |
| 2026-01-23 | Liniger David L. | Director / 10% Owner | G-Gift | D | Class A Common Stock | 1,000 | 0.00 | — | 0 | D | ↗ |
| 2026-01-16 | Winders Susan L | Officer | F-InKind | D | Class A Common Stock | 3,339 | 8.15 | 27.2K | 186,675 | D | ↗ |
| 2026-01-16 | Callahan Karri R. | Officer | F-InKind | D | Class A Common Stock | 4,462 | 8.15 | 36.4K | 369,864 | D | ↗ |
| 2025-12-26 | Liniger Gail A. | 10% Owner | W-Will | A | Class A Common Stock | 1,000 | 0.00 | — | 1,000 | I | ↗ |
| 2025-12-26 | Liniger David L. | Director / 10% Owner | W-Will | A | Class A Common Stock | 1,000 | 0.00 | — | 1,000 | D | ↗ |
| 2025-09-30 | Dow Roger J. | Director | S-Sale | D | Class A Common Stock | 9,100 | 9.37 | 85.3K | 55,961 | D | ↗ |
| 2025-08-18 | Lombardo Victor Stephen | Officer | — | — | Class A Common Stock | 0 | 0.00 | — | 50 | D | ↗ |
| 2025-07-15 | Peterson Adam K | 10% Owner | J-Other | D | Common Stock | 380,731 | 0.00 | — | 2,867,198 | D | ↗ |
| 2025-05-16 | Lee Abigail C. | Officer | S-Sale | D | Class A Common Stock | 10,000 | 7.78 | 77.8K | 151,874 | D | ↗ |
| 2025-05-14 | Van De Bogart Teresa S | Director | A-Award | A | Class A Common Stock | 13,090 | 0.00 | — | 46,977 | D | ↗ |
| 2025-05-14 | Scherping Katherine Lee | Director | A-Award | A | Class A Common Stock | 13,090 | 0.00 | — | 31,101 | D | ↗ |
| 2025-05-14 | Riordan Christine M. | Director | A-Award | A | Class A Common Stock | 13,090 | 0.00 | — | 48,688 | D | ↗ |
| 2025-05-14 | RAFFAELI C CATHLEEN | Director | A-Award | A | Class A Common Stock | 13,090 | 0.00 | — | 17,636 | D | ↗ |
| 2025-05-14 | Menogan Annita M | Director | A-Award | A | Class A Common Stock | 13,090 | 0.00 | — | 32,339 | D | ↗ |
| 2025-05-14 | Jenkins Norman K. | Director | A-Award | A | Class A Common Stock | 13,090 | 0.00 | — | 28,511 | D | ↗ |
| 2025-05-14 | Dow Roger J. | Director | A-Award | A | Class A Common Stock | 13,090 | 0.00 | — | 65,061 | D | ↗ |
| 2025-03-01 | Winders Susan L | Officer | A-Award | A | Class A Common Stock | 39,415 | 0.00 | — | 192,354 | D | ↗ |
| 2025-03-01 | Morrison Ward M. | Officer | F-InKind | D | Class A Common Stock | 10,126 | 8.88 | 89.9K | 212,556 | D | ↗ |
| 2025-03-01 | Ligon William Grady | Officer | A-Award | A | Class A Common Stock | 41,386 | 0.00 | — | 190,500 | D | ↗ |
| 2025-03-01 | Lee Abigail C. | Officer | A-Award | A | Class A Common Stock | 39,415 | 0.00 | — | 127,906 | D | ↗ |
| 2025-03-01 | Jenkins Leah R | Officer | A-Award | A | Class A Common Stock | 9,962 | 0.00 | — | 35,295 | D | ↗ |
| 2025-03-01 | Fuchs Robert Michael | Officer | F-InKind | D | Class A Common Stock | 3,631 | 8.88 | 32.2K | 151,038 | D | ↗ |
| 2025-03-01 | Carlson Erik | Director / Officer | A-Award | A | Class A Common Stock | 255,913 | 0.00 | — | 847,064 | D | ↗ |
| 2025-03-01 | Callahan Karri R. | Officer | A-Award | A | Class A Common Stock | 56,307 | 0.00 | — | 325,308 | D | ↗ |
| 2025-02-27 | Jenkins Leah R | Officer | S-Sale | D | Class A Common Stock | 3,303 | 9.28 | 30.7K | 25,333 | D | ↗ |
| 2025-02-25 | Winders Susan L | Officer | F-InKind | D | Class A Common Stock | 2,806 | 8.93 | 25.1K | 114,022 | D | ↗ |
| 2025-02-25 | Morrison Ward M. | Officer | A-Award | A | Class A Common Stock | 15,901 | 0.00 | — | 229,497 | D | ↗ |
| 2025-02-25 | Ligon William Grady | Officer | A-Award | A | Class A Common Stock | 13,190 | 0.00 | — | 153,018 | D | ↗ |
| 2025-02-25 | Lee Abigail C. | Officer | A-Award | A | Class A Common Stock | 7,917 | 0.00 | — | 91,903 | D | ↗ |
| 2025-02-25 | Jenkins Leah R | Officer | A-Award | A | Class A Common Stock | 5,008 | 0.00 | — | 30,341 | D | ↗ |
| 2025-02-25 | Fuchs Robert Michael | Officer | A-Award | A | Class A Common Stock | 5,111 | 0.00 | — | 77,579 | D | ↗ |
| 2025-02-25 | Carlson Erik | Director / Officer | A-Award | A | Class A Common Stock | 54,430 | 0.00 | — | 606,799 | D | ↗ |
| 2025-02-25 | Callahan Karri R. | Officer | A-Award | A | Class A Common Stock | 17,550 | 0.00 | — | 276,520 | D | ↗ |
| 2025-01-10 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 11,798 | 9.64 | 113.7K | 3,247,929 | D | ↗ |
| 2025-01-02 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 15,000 | 10.30 | 154.5K | 3,236,131 | D | ↗ |
| 2024-12-30 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 13,636 | 10.45 | 142.5K | 3,221,131 | D | ↗ |
| 2024-12-18 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 29,455 | 10.82 | 318.7K | 3,207,495 | D | ↗ |
| 2024-11-18 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 27,366 | 10.96 | 299.9K | 3,178,040 | D | ↗ |
| 2024-11-13 | Carlson Erik | Director / Officer | F-InKind | D | Class A Common Stock | 29,594 | 11.68 | 345.7K | 552,369 | D | ↗ |
| 2024-09-10 | RAFFAELI C CATHLEEN | Director | A-Award | A | Class A Common Stock | 4,546 | 0.00 | — | 4,546 | — | ↗ |
| 2024-08-19 | RAFFAELI C CATHLEEN | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-07-02 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 522 | 7.92 | 4.1K | 3,150,674 | — | ↗ |
| 2024-07-01 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 26,000 | 8.03 | 208.8K | 3,150,152 | — | ↗ |
| 2024-06-28 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 23,500 | 8.27 | 194.3K | 3,124,152 | — | ↗ |
| 2024-06-26 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 2,180 | 8.03 | 17.5K | 3,100,652 | — | ↗ |
| 2024-06-21 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 12,000 | 8.34 | 100.1K | 3,098,472 | — | ↗ |
| 2024-06-20 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 8.35 | 16.7K | 3,086,472 | — | ↗ |
| 2024-06-18 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 46,629 | 8.30 | 387.0K | 3,084,472 | — | ↗ |
| 2024-06-03 | Fuchs Robert Michael | Officer | A-Award | A | Class A Common Stock | 36,234 | 0.00 | — | 72,468 | — | ↗ |
| 2024-05-29 | Lee Abigail C. | Officer | S-Sale | D | Class A Common Stock | 5,243 | 8.05 | 42.2K | 83,986 | — | ↗ |
| 2024-05-22 | Van De Bogart Teresa S | Director | A-Award | A | Class A Common Stock | 11,364 | 0.00 | — | 33,887 | — | ↗ |
| 2024-05-22 | Scherping Katherine Lee | Director | A-Award | A | Class A Common Stock | 11,364 | 0.00 | — | 18,011 | — | ↗ |
| 2024-05-22 | Riordan Christine M. | Director | A-Award | A | Class A Common Stock | 11,364 | 0.00 | — | 35,598 | — | ↗ |
| 2024-05-22 | Menogan Annita M | Director | A-Award | A | Class A Common Stock | 11,364 | 0.00 | — | 19,249 | — | ↗ |
| 2024-05-22 | Joyce Stephen P | Director | A-Award | A | Class A Common Stock | 11,364 | 0.00 | — | 31,416 | — | ↗ |
| 2024-05-22 | Jenkins Norman K. | Director | A-Award | A | Class A Common Stock | 11,364 | 0.00 | — | 15,421 | — | ↗ |
| 2024-05-22 | Dow Roger J. | Director | A-Award | A | Class A Common Stock | 11,364 | 0.00 | — | 51,971 | — | ↗ |
| 2024-05-22 | CUNNINGHAM KATHLEEN J | Director | A-Award | A | Class A Common Stock | 5,682 | 0.00 | — | 32,389 | — | ↗ |
| 2024-05-14 | Jenkins Leah R | Officer | S-Sale | D | Class A Common Stock | 3,682 | 9.76 | 35.9K | 25,333 | — | ↗ |
| 2024-03-18 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 54,000 | 7.64 | 412.6K | 3,037,843 | — | ↗ |
| 2024-03-14 | Winders Susan L | Officer | S-Sale | D | Class A Common Stock | 4,299 | 8.42 | 36.2K | 108,251 | — | ↗ |
| 2024-03-13 | Lee Abigail C. | Officer | S-Sale | D | Class A Common Stock | 4,500 | 8.51 | 38.3K | 89,229 | — | ↗ |
| 2024-03-01 | Winders Susan L | Officer | A-Award | A | Class A Common Stock | 34,850 | 0.00 | — | 79,444 | — | ↗ |
| 2024-03-01 | Smith Serene M. | Officer | A-Award | A | Class A Common Stock | 57,534 | 0.00 | — | 185,061 | — | ↗ |
| 2024-03-01 | Morrison Ward M. | Officer | A-Award | A | Class A Common Stock | 1,879 | 0.00 | — | 222,943 | — | ↗ |
| 2024-03-01 | Ligon William Grady | Officer | A-Award | A | Class A Common Stock | 35,000 | 0.00 | — | 142,085 | — | ↗ |
| 2024-03-01 | Lee Abigail C. | Officer | F-InKind | D | Class A Common Stock | 2,836 | 0.00 | — | 93,729 | — | ↗ |
| 2024-03-01 | Keith-Lessinger Amy M. | Officer | A-Award | A | Class A Common Stock | 461 | 0.00 | — | 117,075 | — | ↗ |
| 2024-03-01 | Jenkins Leah R | Officer | A-Award | A | Class A Common Stock | 10,525 | 0.00 | — | 30,047 | — | ↗ |
| 2024-03-01 | Callahan Karri R. | Officer | A-Award | A | Class A Common Stock | 2,067 | 0.00 | — | 269,960 | — | ↗ |
| 2024-03-01 | Bailey Nicholas R | Officer | A-Award | A | Class A Common Stock | 2,083 | 0.00 | — | 133,829 | — | ↗ |
| 2024-02-23 | Winders Susan L | Officer | F-InKind | D | Class A Common Stock | 2,263 | 0.00 | — | 44,594 | — | ↗ |
| 2024-02-23 | Smith Serene M. | Officer | F-InKind | D | Class A Common Stock | 2,970 | 0.00 | — | 127,527 | — | ↗ |
| 2024-02-23 | Morrison Ward M. | Officer | F-InKind | D | Class A Common Stock | 2,720 | 0.00 | — | 115,582 | — | ↗ |
| 2024-02-23 | Ligon William Grady | Officer | F-InKind | D | Class A Common Stock | 2,410 | 0.00 | — | 54,585 | — | ↗ |
| 2024-02-23 | Lee Abigail C. | Officer | F-InKind | D | Class A Common Stock | 1,779 | 0.00 | — | 31,617 | — | ↗ |
| 2024-02-23 | Keith-Lessinger Amy M. | Officer | F-InKind | D | Class A Common Stock | 1,958 | 0.00 | — | 40,480 | — | ↗ |
| 2024-02-23 | Jenkins Leah R | Officer | F-InKind | D | Class A Common Stock | 884 | 0.00 | — | 8,997 | — | ↗ |
| 2024-02-23 | Carlson W. Erik | Director / Officer | A-Award | A | Class A Common Stock | 6,068 | 0.00 | — | 583,755 | — | ↗ |
| 2024-02-23 | Callahan Karri R. | Officer | F-InKind | D | Class A Common Stock | 4,087 | 0.00 | — | 151,471 | — | ↗ |
| 2024-02-23 | Bailey Nicholas R | Officer | F-InKind | D | Class A Common Stock | 4,280 | 0.00 | — | 131,746 | — | ↗ |
| 2024-02-22 | Lee Abigail C. | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 28,237 | — | ↗ |
| 2024-02-22 | Keith-Lessinger Amy M. | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 36,760 | — | ↗ |
| 2023-11-30 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 12,345 | 8.88 | 109.6K | 2,983,843 | — | ↗ |
| 2023-11-28 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 24,342 | 8.84 | 215.2K | 2,971,498 | — | ↗ |
| 2023-11-13 | Joyce Stephen P | Director | F-InKind | D | Class A Common Stock | 5,681 | 8.98 | 51.0K | 20,052 | — | ↗ |
| 2023-11-13 | Carlson W. Erik | Director / Officer | A-Award | A | Class A Common Stock | 290,323 | 0.00 | — | 577,687 | — | ↗ |
| 2023-11-01 | Joyce Stephen P | Director / Officer | A-Award | A | Class A Common Stock | 8,819 | 0.00 | — | 25,733 | — | ↗ |
| 2023-10-18 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 15,000 | 10.74 | 161.1K | 2,907,522 | — | ↗ |
| 2023-10-16 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 51,850 | 10.86 | 563.1K | 2,892,522 | — | ↗ |
| 2023-10-03 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 192,500 | 12.45 | 2.40M | 2,840,672 | — | ↗ |
| 2023-10-02 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 23,065 | 12.81 | 295.5K | 2,648,172 | — | ↗ |
| 2023-10-01 | Joyce Stephen P | Director / Officer | A-Award | A | Class A Common Stock | 7,728 | 0.00 | — | 16,914 | — | ↗ |
| 2023-09-07 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 23,003 | 14.33 | 329.6K | 2,625,107 | — | ↗ |
| 2023-09-07 | Joyce Stephen P | Director / Officer | A-Award | A | Class A Common Stock | 6,789 | 0.00 | — | 9,186 | — | ↗ |
| 2023-09-07 | Jenkins Leah R | Officer | A-Award | A | Class A Common Stock | 2,324 | 0.00 | — | 2,324 | — | ↗ |
| 2023-09-06 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 522 | 14.43 | 7.5K | 2,602,104 | — | ↗ |
| 2023-08-18 | Jenkins Leah R | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 4,992 | — | ↗ |
| 2023-06-15 | CUNNINGHAM KATHLEEN J | Director | S-Sale | D | Class A Common Stock | 3,000 | 18.27 | 54.8K | 26,707 | — | ↗ |
| 2023-06-14 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 16,000 | 18.97 | 303.5K | 2,601,582 | — | ↗ |
| 2023-06-13 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 411 | 18.97 | 7.8K | 2,585,582 | — | ↗ |
| 2023-05-24 | Van De Bogart Teresa S | Director | A-Award | A | Class A Common Stock | 5,409 | 0.00 | — | 22,523 | — | ↗ |
| 2023-05-24 | Smith Serene M. | Officer | A-Award | A | Class A Common Stock | 16,928 | 0.00 | — | 115,776 | — | ↗ |
| 2023-05-24 | Scherping Katherine Lee | Director | A-Award | A | Class A Common Stock | 5,409 | 0.00 | — | 6,647 | — | ↗ |
| 2023-05-24 | Riordan Christine M. | Director | A-Award | A | Class A Common Stock | 5,409 | 0.00 | — | 24,234 | — | ↗ |
| 2023-05-24 | Morrison Ward M. | Officer | A-Award | A | Class A Common Stock | 4,898 | 0.00 | — | 109,558 | — | ↗ |
| 2023-05-24 | Menogan Annita M | Director | A-Award | A | Class A Common Stock | 5,409 | 0.00 | — | 7,885 | — | ↗ |
| 2023-05-24 | Ligon William Grady | Officer | A-Award | A | Class A Common Stock | 23,170 | 0.00 | — | 32,622 | — | ↗ |
| 2023-05-24 | Kelly Laura G. | Director | A-Award | A | Class A Common Stock | 5,409 | 0.00 | — | 13,656 | — | ↗ |
| 2023-05-24 | Jenkins Norman K. | Director | A-Award | A | Class A Common Stock | 4,057 | 0.00 | — | 4,057 | — | ↗ |
| 2023-05-24 | Harrison Ronald E. | Director | A-Award | A | Class A Common Stock | 2,705 | 0.00 | — | 22,803 | — | ↗ |
| 2023-05-24 | Dow Roger J. | Director | A-Award | A | Class A Common Stock | 5,409 | 0.00 | — | 40,607 | — | ↗ |
| 2023-05-24 | Callahan Karri R. | Officer | A-Award | A | Class A Common Stock | 30,828 | 0.00 | — | 115,352 | — | ↗ |
| 2023-05-24 | CUNNINGHAM KATHLEEN J | Director | A-Award | A | Class A Common Stock | 5,409 | 0.00 | — | 29,707 | — | ↗ |
| 2023-05-24 | Bailey Nicholas R | Officer | A-Award | A | Class A Common Stock | 27,507 | 0.00 | — | 97,314 | — | ↗ |
| 2023-04-19 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 265 | 18.64 | 4.9K | 2,585,171 | — | ↗ |
| 2023-04-18 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 29,067 | 18.68 | 543.0K | 2,584,906 | — | ↗ |
| 2023-03-23 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 63,755 | 17.34 | 1.11M | 2,555,839 | — | ↗ |
| 2023-03-17 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 15,000 | 16.96 | 254.4K | 2,492,084 | — | ↗ |
| 2023-03-14 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 33,000 | 17.61 | 581.1K | 2,477,084 | — | ↗ |
| 2023-03-14 | Grosshans Adam W | Officer | S-Sale | D | Class A Common Stock | 2,295 | 17.48 | 40.1K | 13,084 | — | ↗ |
| 2023-03-10 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 16,000 | 17.05 | 272.8K | 2,444,084 | — | ↗ |
| 2023-03-07 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 27,000 | 17.75 | 479.3K | 2,428,084 | — | ↗ |
| 2023-03-06 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 18,000 | 18.15 | 326.7K | 2,401,084 | — | ↗ |
| 2023-03-01 | Winders Susan L | Officer | A-Award | A | Class A Common Stock | 10,141 | 0.00 | — | 31,509 | — | ↗ |
| 2023-03-01 | Smith Serene M. | Officer | F-InKind | D | Class A Common Stock | 5,534 | 18.49 | 102.3K | 73,457 | — | ↗ |
| 2023-03-01 | Morrison Ward M. | Officer | F-InKind | D | Class A Common Stock | 4,751 | 18.49 | 87.8K | 63,516 | — | ↗ |
| 2023-03-01 | Ligon William Grady | Officer | F-InKind | D | Class A Common Stock | 389 | 18.49 | 7.2K | 9,452 | — | ↗ |
| 2023-03-01 | Joyce Stephen P | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 157,003 | 18.58 | 2.92M | 310,830 | — | ↗ |
| 2023-03-01 | Grosshans Adam W | Officer | A-Award | A | Class A Common Stock | 4,685 | 0.00 | — | 15,961 | — | ↗ |
| 2023-03-01 | Callahan Karri R. | Officer | F-InKind | D | Class A Common Stock | 5,862 | 18.49 | 108.4K | 84,524 | — | ↗ |
| 2023-03-01 | Bailey Nicholas R | Officer | F-InKind | D | Class A Common Stock | 5,882 | 18.49 | 108.8K | 69,807 | — | ↗ |
| 2023-02-24 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 12,033 | 18.58 | 223.6K | 2,383,084 | — | ↗ |
| 2023-02-23 | Winders Susan L | Officer | F-InKind | D | Class A Common Stock | 938 | 0.00 | — | 22,046 | — | ↗ |
| 2023-02-23 | Smith Serene M. | Officer | F-InKind | D | Class A Common Stock | 847 | 0.00 | — | 82,491 | — | ↗ |
| 2023-02-23 | Morrison Ward M. | Officer | A-Award | A | Class A Common Stock | 2,421 | 0.00 | — | 71,922 | — | ↗ |
| 2023-02-23 | Ligon William Grady | Officer | F-InKind | D | Class A Common Stock | 673 | 0.00 | — | 9,841 | — | ↗ |
| 2023-02-23 | Grosshans Adam W | Officer | F-InKind | D | Class A Common Stock | 600 | 0.00 | — | 6,591 | — | ↗ |
| 2023-02-23 | Callahan Karri R. | Officer | F-InKind | D | Class A Common Stock | 906 | 0.00 | — | 94,091 | — | ↗ |
| 2023-02-23 | Bailey Nicholas R | Officer | F-InKind | D | Class A Common Stock | 918 | 0.00 | — | 79,394 | — | ↗ |
| 2022-12-29 | Peterson Adam K | Director | P-Purchase | A | Common Stock | 39,368 | 18.24 | 718.1K | 2,371,051 | — | ↗ |
| 2022-12-28 | Peterson Adam K | Director | P-Purchase | A | Common Stock | 15,000 | 17.78 | 266.7K | 2,331,683 | — | ↗ |
| 2022-12-21 | Peterson Adam K | Director | P-Purchase | A | Common Stock | 15,000 | 18.62 | 279.3K | 2,316,683 | — | ↗ |
| 2022-12-20 | Peterson Adam K | Director | P-Purchase | A | Common Stock | 1,464 | 18.98 | 27.8K | 2,301,683 | — | ↗ |
| 2022-12-12 | Scherping Katherine Lee | Director | A-Award | A | Class A Common Stock | 1,238 | 0.00 | — | 1,238 | — | ↗ |
| 2022-12-12 | Menogan Annita M | Director | A-Award | A | Class A Common Stock | 2,476 | 0.00 | — | 2,476 | — | ↗ |
| 2022-12-12 | Kelly Laura G. | Director | A-Award | A | Class A Common Stock | 2,476 | 0.00 | — | 8,247 | — | ↗ |
| 2022-12-06 | Scherping Katherine Lee | — | — | — | — | — | — | — | 0 | — | ↗ |
| 2022-12-05 | Ligon William Grady | Officer | A-Award | A | Class A Common Stock | 4,121 | 0.00 | — | 4,121 | — | ↗ |
| 2022-11-17 | Peterson Adam K | Director | P-Purchase | A | Common Stock | 1,061 | 18.76 | 19.9K | 2,300,219 | — | ↗ |
| 2022-11-16 | Peterson Adam K | Director | P-Purchase | A | Common Stock | 20,000 | 18.90 | 378.0K | 2,299,158 | — | ↗ |
| 2022-11-15 | Peterson Adam K | Director | P-Purchase | A | Common Stock | 45,000 | 19.44 | 874.8K | 2,279,158 | — | ↗ |
| 2022-11-10 | Harrison Ronald E. | Director | S-Sale | D | Class A Common Stock | 6,000 | 19.00 | 114.0K | 20,098 | — | ↗ |
| 2022-11-09 | Peterson Adam K | Director | P-Purchase | A | Common Stock | 6,560 | 17.38 | 114.0K | 2,234,158 | — | ↗ |
| 2022-11-08 | Peterson Adam K | Director | P-Purchase | A | Common Stock | 4,913 | 17.46 | 85.8K | 2,227,598 | — | ↗ |
| 2022-11-07 | Peterson Adam K | Director | P-Purchase | A | Common Stock | 2,726 | 17.44 | 47.5K | 2,222,685 | — | ↗ |
| 2022-10-24 | Peterson Adam K | Director | P-Purchase | A | Common Stock | 4,830 | 18.57 | 89.7K | 2,219,959 | — | ↗ |
| 2022-10-19 | Peterson Adam K | Director | P-Purchase | A | Common Stock | 18,934 | 18.20 | 344.6K | 2,215,129 | — | ↗ |
| 2022-09-29 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 40,000 | 18.38 | 735.2K | 2,196,195 | — | ↗ |
| 2022-09-29 | MAGNOLIA GROUP, LLC | Director | P-Purchase | A | Common Stock | 40,000 | 18.38 | 735.2K | 2,196,195 | — | ↗ |
| 2022-09-27 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 19,048 | 18.37 | 349.9K | 2,156,195 | — | ↗ |
| 2022-09-26 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 16,342 | 18.38 | 300.4K | 2,137,147 | — | ↗ |
| 2022-09-07 | Winders Susan L | Officer | A-Award | A | Class A Common Stock | 397 | 0.00 | — | 20,227 | — | ↗ |
| 2022-09-07 | Joyce Stephen P | Officer | A-Award | A | Stock Option (Right to Buy) | 62,000 | 0.00 | — | 153,827 | — | ↗ |
| 2022-07-18 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 12,000 | 24.37 | 292.4K | 2,120,805 | — | ↗ |
| 2022-07-15 | Winders Susan L | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 19,433 | — | ↗ |
| 2022-07-14 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 20,196 | 23.51 | 474.8K | 2,108,805 | — | ↗ |
| 2022-07-14 | MAGNOLIA GROUP, LLC | Director | P-Purchase | A | Common Stock | 12,000 | 24.37 | 292.4K | 2,120,805 | — | ↗ |
| 2022-06-30 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 24,500 | 24.26 | 594.4K | 2,088,609 | — | ↗ |
| 2022-06-28 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 22,515 | 23.90 | 538.1K | 2,064,109 | — | ↗ |
| 2022-06-28 | MAGNOLIA GROUP, LLC | Director | P-Purchase | A | Common Stock | 22,515 | 23.90 | 538.1K | 2,064,109 | — | ↗ |
| 2022-06-24 | Peterson Adam K | 10% Owner | P-Purchase | A | Common Stock | 28,667 | 24.65 | 706.6K | 2,041,594 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Ward M. Morrison, President and CEO, Motto Mortgage and wemlo | 430.4K | 430.4K | 913.5K | — | 284.0K | 58.8K | 2.12M | 43.15% | ↗ |
| 2 | 2024 | Karri R. Callahan, Chief Financial Officer | 475.0K | — | 1.01M | — | 313.4K | 59.6K | 1.86M | 54.32% | ↗ |
| 3 | 2024 | Erik Carlson, CEO | 825.0K | — | — | — | 972.1K | 15.3K | 1.81M | 0.00% | ↗ |
| 4 | 2024 | William G. Ligon, Chief Information Officer | 357.0K | 357.0K | 757.8K | — | 235.6K | 17.4K | 1.72M | 43.94% | ↗ |
| 5 | 2024 | Serene M. Smith, Former Chief of Staff and Chief Operating Officer | 238.8K | 391.2K | 830.4K | — | 119.5K | 56.3K | 1.64M | 50.75% | ↗ |
| 6 | 2024 | Susan L. Winders, Executive Vice President, General Counsel | 321.4K | 300.0K | 603.6K | — | 153.2K | 27.9K | 1.41M | 42.93% | ↗ |
| 7 | 2023 | Erik Carlson, CEO | 112.6K | 108.5K | 4.32M | — | — | — | 4.54M | 95.13% | ↗ |
| 8 | 2023 | Erik Carlson, CEO | 112.6K | 108.5K | 4.32M | — | — | — | 4.54M | 95.13% | ↗ |
| 9 | 2023 | Stephen P. Joyce, Former CEO | 1.14M | — | 1.24M | — | — | — | 2.37M | 52.11% | ↗ |
| 10 | 2023 | Karri R. Callahan, Chief Financial Officer | 462.2K | — | 1.09M | — | 255.1K | 58.3K | 1.87M | 58.51% | ↗ |
| 11 | 2023 | Karri R. Callahan, Chief Financial Officer | 462.2K | — | 1.09M | — | 255.1K | 58.3K | 1.87M | 58.51% | ↗ |
| 12 | 2023 | Nicholas R. Bailey, Former President and CEO of RE/MAX, LLC | 436.5K | — | 988.6K | — | 266.7K | 58.2K | 1.75M | 56.49% | ↗ |
| 13 | 2023 | Serene M. Smith, Former Chief of Staff and Chief Operating Officer | 388.1K | — | 912.6K | — | 173.1K | 55.6K | 1.53M | 59.67% | ↗ |
| 14 | 2023 | Serene M. Smith, Chief of Staff and Chief Operating Officer | 388.1K | — | 912.6K | — | 173.1K | 55.6K | 1.53M | 59.67% | ↗ |
| 15 | 2023 | Ward M. Morrison, President and CEO, Motto Mortgage and wemlo | 391.9K | — | 887.2K | — | 156.3K | 52.1K | 1.49M | 59.64% | ↗ |
| 16 | 2023 | Ward M. Morrison, President and CEO, Motto Mortgage and wemlo | 391.9K | — | 887.2K | — | 156.3K | 52.1K | 1.49M | 59.64% | ↗ |
| 17 | 2022 | Stephen P. Joyce, Former CEO | 1.00M | 100.0K | 1.54M | — | — | — | 2.64M | 58.29% | ↗ |
| 18 | 2022 | Stephen P. Joyce, CEO | 1.00M | 100.0K | 1.54M | — | — | — | 2.64M | 58.29% | ↗ |
| 19 | 2022 | Adam M. Contos, Former CEO | 187.5K | 187.5K | 872.4K | — | — | 695.8K | 1.94M | 44.90% | ↗ |
| 20 | 2022 | Karri R. Callahan, Chief Financial Officer | 396.2K | 333.0K | 797.0K | — | 99.6K | 35.3K | 1.66M | 47.98% | ↗ |
| 21 | 2022 | Karri R. Callahan, Chief Financial Officer | 396.2K | 333.0K | 797.0K | — | 99.6K | 35.3K | 1.66M | 47.98% | ↗ |
| 22 | 2022 | Nicholas R. Bailey, President and CEO of RE/MAX, LLC | 401.4K | 312.0K | 807.3K | — | 100.9K | 18.4K | 1.64M | 49.22% | ↗ |
| 23 | 2022 | Nicholas R. Bailey, Former President and CEO of RE/MAX, LLC | 401.4K | 312.0K | 807.3K | — | 100.9K | 18.4K | 1.64M | 49.22% | ↗ |
| 24 | 2022 | Serene M. Smith, Chief of Staff and Chief Operating Officer | 370.5K | 288.0K | 745.2K | — | 93.2K | 33.9K | 1.53M | 48.68% | ↗ |
| 25 | 2022 | Serene M. Smith, Former Chief of Staff and Chief Operating Officer | 370.5K | 288.0K | 745.2K | — | 93.2K | 33.9K | 1.53M | 48.68% | ↗ |
| 26 | 2022 | Ward M. Morrison, President and CEO, Motto Mortgage and wemlo | 360.2K | 280.0K | 724.5K | — | 90.6K | 28.2K | 1.48M | 48.84% | ↗ |
| 27 | 2022 | Ward M. Morrison, President and CEO, Motto Mortgage and wemlo | 360.2K | 280.0K | 724.5K | — | 90.6K | 28.2K | 1.48M | 48.84% | ↗ |
| 28 | 2021 | Adam M. Contos, CEO | 741.7K | — | 2.28M | — | 1.37M | 52.5K | 4.44M | 51.24% | ↗ |
| 29 | 2021 | Adam M. Contos, Former CEO | 741.7K | — | 2.28M | — | 1.37M | 52.5K | 4.44M | 51.24% | ↗ |
| 30 | 2021 | Karri R. Callahan, Chief Financial Officer | 380.8K | — | 770.0K | — | 351.9K | 13.5K | 1.52M | 50.78% | ↗ |
| 31 | 2021 | Nicholas R. Bailey, Former President and CEO of RE/MAX, LLC | 377.3K | — | 762.5K | — | 356.4K | 7.8K | 1.50M | 50.70% | ↗ |
| 32 | 2021 | Nicholas R. Bailey, President and CEO of RE/MAX, LLC | 377.3K | — | 762.5K | — | 356.4K | 7.8K | 1.50M | 50.70% | ↗ |
| 33 | 2021 | Serene M. Smith, Chief of Staff and Chief Operating Officer | 356.7K | — | 720.0K | — | 329.0K | 14.2K | 1.42M | 50.71% | ↗ |
| 34 | 2021 | Ward M. Morrison, President and CEO, Motto Mortgage and wemlo | 337.5K | — | 700.0K | — | 319.9K | 11.8K | 1.37M | 51.13% | ↗ |
| 35 | 2020 | Adam M. Contos, CEO | 700.0K | 440.0K | 1.25M | — | — | 9.1K | 2.39M | 52.00% | ↗ |
| 36 | 2020 | Adam M. Contos, Former CEO | 700.0K | 440.0K | 1.25M | — | — | 9.1K | 2.39M | 52.00% | ↗ |
| 37 | 2020 | Karri R. Callahan, Chief Financial Officer | 358.3K | 115.0K | 731.8K | — | — | 14.6K | 1.22M | 60.00% | ↗ |
| 38 | 2020 | Nicholas R. Bailey, President and CEO of RE/MAX, LLC | 358.3K | 115.0K | 731.8K | — | — | 3.9K | 1.21M | 60.53% | ↗ |
| 39 | 2020 | Nicholas R. Bailey, Chief Customer Officer | 358.3K | 115.0K | 731.8K | — | — | 3.9K | 1.21M | 60.53% | ↗ |
| 40 | 2020 | Serene M. Smith, Chief of Staff and Chief Operating Officer | 338.3K | 108.8K | 691.2K | — | — | 10.0K | 1.15M | 60.20% | ↗ |
| 41 | 2020 | Ward M. Morrison, President, Motto Mortgage | 270.8K | 88.4K | 559.0K | — | — | 16.1K | 934.4K | 59.83% | ↗ |
| 42 | 2020 | Ward M. Morrison, President and CEO, Motto Mortgage and wemlo | 270.8K | 88.4K | 559.0K | — | — | 16.1K | 934.4K | 59.83% | ↗ |
| 43 | 2019 | Adam M. Contos, CEO | — | — | — | — | — | — | 2.06M | 0.00% | ↗ |
| 44 | 2019 | Adam M. Contos, CEO | 650.0K | — | 1.01M | — | 378.0K | 27.4K | 2.06M | 48.82% | ↗ |
| 45 | 2019 | Karri R. Callahan, Chief Financial Officer | 342.5K | — | 542.1K | — | 170.0K | 15.3K | 1.07M | 50.67% | ↗ |
| 46 | 2019 | Karri R. Callahan, Chief Financial Officer | — | — | — | — | — | — | 1.07M | 0.00% | ↗ |
| 47 | 2019 | Serene M. Smith, Chief of Staff and Chief Operating Officer | 327.5K | — | 511.2K | — | 160.0K | 14.8K | 1.01M | 50.44% | ↗ |
| 48 | 2019 | Serene M. Smith, Chief of Staff and Chief Operating Officer | — | — | — | — | — | — | 1.01M | 0.00% | ↗ |
| 49 | 2019 | Nicholas R. Bailey, Chief Customer Officer | 114.2K | — | 100.0K | — | 170.0K | — | 384.2K | 26.03% | ↗ |
| 50 | 2019 | Nicholas R. Bailey, President and CEO of RE/MAX, LLC | 114.2K | — | 100.0K | — | 170.0K | — | 384.2K | 26.03% | ↗ |
| 51 | 2019 | Nicholas R. Bailey, Chief Customer Officer | — | — | — | — | — | — | 384.2K | 0.00% | ↗ |
| 52 | 2018 | Adam M. Contos, CEO | 620.7K | 48.8K | 1.49M | — | 234.0K | 12.2K | 2.41M | 61.93% | ↗ |
| 53 | 2018 | Adam M. Contos, CEO | 620.7K | 48.8K | 1.49M | — | 234.0K | 12.2K | 2.41M | 61.93% | ↗ |
| 54 | 2018 | Geoffrey D. Lewis, Former President | 250.0K | — | — | — | — | 1.68M | 1.93M | 0.00% | ↗ |
| 55 | 2018 | Karri R. Callahan, Chief Financial Officer | 320.0K | 74.0K | 415.5K | — | 96.0K | 16.1K | 921.6K | 45.09% | ↗ |
| 56 | 2018 | Karri R. Callahan, Chief Financial Officer | 320.0K | 74.0K | 415.5K | — | 96.0K | 16.1K | 921.6K | 45.09% | ↗ |
| 57 | 2018 | Serene M. Smith, Chief of Staff and Chief Operating Officer | 316.7K | 39.0K | 412.8K | — | 96.0K | 15.6K | 880.1K | 46.90% | ↗ |
| 58 | 2018 | Serene M. Smith, Chief of Staff and Chief Operating Officer | 316.7K | 39.0K | 412.8K | — | 96.0K | 15.6K | 880.1K | 46.90% | ↗ |
| 59 | 2018 | David L. Liniger, Chair, Co-Founder, and Former Co-CEO | — | — | — | — | — | — | — | — | ↗ |
| 60 | 2017 | Adam M. Contos, CEO | 381.8K | — | 390.0K | — | 70.0K | 73.4K | 915.3K | 42.61% | ↗ |
| 61 | 2017 | Geoffrey D. Lewis, Former President | 500.0K | — | 256.7K | — | 65.4K | 52.1K | 874.2K | 29.36% | ↗ |
| 62 | 2017 | Karri R. Callahan, Chief Financial Officer | 316.7K | 12.5K | 328.5K | — | 64.0K | 25.4K | 747.0K | 43.97% | ↗ |
| 63 | 2017 | Serene M. Smith, Chief of Staff and Chief Operating Officer | 279.6K | — | 205.3K | — | 75.0K | 44.1K | 604.0K | 34.00% | ↗ |
| 64 | 2017 | Serene M. Smith, Chief Operating Officer | — | — | — | — | — | — | 604.0K | 0.00% | ↗ |
| 65 | 2017 | David L. Liniger, Chair, Co-Founder, and Former Co-CEO | — | — | — | — | — | — | — | — | ↗ |
| 66 | 2016 | David M. Metzger Former Chief Financial Officer | — | — | — | — | — | — | 1.18M | 0.00% | ↗ |
| 67 | 2016 | Adam M. Contos, CEO | 317.7K | — | 250.0K | — | 169.0K | 224.8K | 961.5K | 26.00% | ↗ |
| 68 | 2016 | Geoffrey D. Lewis President | — | — | — | — | — | — | 958.8K | 0.00% | ↗ |
| 69 | 2016 | Geoffrey D. Lewis, Former President | 500.0K | — | 250.0K | — | 184.8K | 24.0K | 958.8K | 26.08% | ↗ |
| 70 | 2016 | Adam M. Contos, Chief Operating Officer | — | — | — | — | — | — | 839.8K | 0.00% | ↗ |
| 71 | 2016 | Karri R. Callahan, Chief Financial Officer | 295.5K | 70.0K | 200.0K | — | 158.4K | 34.0K | 757.9K | 26.39% | ↗ |
| 72 | 2016 | David L. Liniger Chief Executive Officer, Chairman, and Co-Founder | — | — | — | — | — | — | — | — | ↗ |
| 73 | 2016 | David L. Liniger, Chair, Co-Founder, and Former Co-CEO | — | — | — | — | — | — | — | — | ↗ |
| 74 | 2015 | David M. Metzger Co-Chief Financial Officer | — | — | — | — | — | — | 1.29M | 0.00% | ↗ |
| 75 | 2015 | David M. Metzger Former Chief Financial Officer | — | — | — | — | — | — | 1.29M | 0.00% | ↗ |
| 76 | 2015 | Geoffrey D. Lewis President | — | — | — | — | — | — | 1.18M | 0.00% | ↗ |
| 77 | 2015 | Vincent J. Tracey Former President | — | — | — | — | — | — | 1.16M | 0.00% | ↗ |
| 78 | 2015 | David L. Liniger Chief Executive Officer, Chairman, and Co-Founder | — | — | — | — | — | — | — | — | ↗ |
| 79 | 2014 | Margaret M. Kelly Former Chief Executive Officer and Former Director | 770.0K | — | 1.04M | — | 231.0K | 2.42M | 4.46M | 23.28% | ↗ |
| 80 | 2014 | David M. Metzger Co-Chief Financial Officer | — | — | — | — | — | — | 760.8K | 0.00% | ↗ |
| 81 | 2014 | David M. Metzger Executive Vice President, Chief Operating Officer and Chief Financial Officer | 575.0K | — | — | — | 172.5K | 13.3K | 760.8K | 0.00% | ↗ |
| 82 | 2014 | Vincent J. Tracey President | 503.9K | — | — | — | 75.6K | 12.7K | 592.2K | 0.00% | ↗ |
| 83 | 2014 | Vincent J. Tracey Former President | — | — | — | — | — | — | 592.2K | 0.00% | ↗ |
| 84 | 2014 | Geoffrey D. Lewis President | — | — | — | — | — | — | 558.3K | 0.00% | ↗ |
| 85 | 2014 | David L. Liniger Chief Executive Officer, Chairman and Co-Founder | — | — | — | — | — | — | — | — | ↗ |
| 86 | 2014 | David L. Liniger Chief Executive Officer, Chairman, and Co-Founder | — | — | — | — | — | — | — | — | ↗ |
| 87 | 2013 | Margaret M. Kelly Chief Executive Officer and Director | 770.0K | — | 1.26M | — | 46.0K | 11.5K | 2.50M | 50.33% | ↗ |
| 88 | 2013 | Margaret M. Kelly Former Chief Executive Officer and Former Director | 770.0K | — | 1.26M | — | 460.5K | 11.5K | 2.50M | 50.33% | ↗ |
| 89 | 2013 | David L. Liniger Chief Executive Officer, Chairman and Co-Founder | 1.58M | — | — | — | — | — | 1.58M | 0.00% | ↗ |
| 90 | 2013 | David Liniger Chairman and Co-Founder | 1.58M | — | — | — | — | — | 1.58M | 0.00% | ↗ |
| 91 | 2013 | David M. Metzger Chief Operating Officer and Chief Financial Officer | 575.0K | — | 508.6K | — | 44.4K | 11.5K | 1.54M | 33.05% | ↗ |
| 92 | 2013 | David M. Metzger Executive Vice President, Chief Operating Officer and Chief Financial Officer | 575.0K | — | 508.6K | — | 443.9K | 11.5K | 1.54M | 33.05% | ↗ |
| 93 | 2013 | Geoffrey D. Lewis Executive Vice President, Chief Legal and Compliance Officer | 473.8K | — | 580.9K | — | 18.7K | 11.5K | 1.25M | 46.37% | ↗ |
| 94 | 2013 | Vincent J. Tracey President | 489.3K | — | 336.2K | — | 154.3K | 11.5K | 991.2K | 33.92% | ↗ |
| 95 | 2012 | Margaret M. Kelly Chief Executive Officer and Director | 732.3K | — | — | 1.19M | 421.5K | 5.6K | 2.35M | 50.72% | ↗ |
| 96 | 2012 | David Liniger Chairman and Co-Founder | 2.10M | — | — | — | — | — | 2.10M | 0.00% | ↗ |
| 97 | 2012 | David M. Metzger Chief Operating Officer and Chief Financial Officer | 540.9K | — | — | 596.7K | 335.9K | 5.6K | 1.48M | 40.34% | ↗ |
| 98 | 2012 | Geoffrey D. Lewis Executive Vice President, Chief Legal and Compliance Officer | 473.8K | — | — | — | 65.5K | 5.6K | 545.0K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| W. Erik Carlson | Chief Executive Officer & Director | 2M | male |
| Karri R. Callahan | Chief Financial Officer | 848.0K | female |
| Susan Winders | Chief Legal Officer, Chief Compliance Officer&Secretary | 802.5K | female |
| David L. Liniger | Co Founder & Non-Executive Chairman | — | male |
| Gail A. Liniger | Co-Founder, Vice Chair Emerita & Director Emerita | — | female |
| Jerry Modes | Senior Vice President of Information Technology | — | male |
| Joe Schwartz | Senior Vice President of Finance & Investor Relations | — | male |
| Abby Lee | Chief Marketing Officer | — | female |
| Leah Jenkins | Vice President & Chief Accounting Officer | — | female |
| Robert Fuchs | Chief Human Resources Officer | — | male |
| Roy E. Schwalm | Senior Vice President of Finance & Strategy | — | male |
| Travis Saxton | Executive Vice President of Strategy | — | male |
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Community Opinion for RMAX
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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