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RE/MAX Holdings, Inc. (RMAX)

USD11.12 +0.40 (+3.73%)
US NYSE Real Estate Real Estate - Services
Address 5075 South Syracuse Street 80237
Denver, CO, US
CEO Erik Carlson
IPO 2013-10-02
CIK 1581091 ISIN US75524W1080

Explore sections of this company profile

Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD11.12 +0.40 (+3.73%)
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Volume Profile
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Liquidity & share structure
Average Volume
721.0K
Beta
1.84
Float Shares
15.32M
Free Float %
76.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.73% -10.58% +67.48% +38.36% +24.90% +26.88% +21.44% -48.91% -72.26% -74.92% -64.33%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (14 ratings, all time) Hold
Price Targets & DCF
Current price
11.12
Low 7.00 -37.1%
Consensus 16.67 +49.9%
Median 9.00 -19.1%
High 34.00 +205.8%
DCF (Unlevered) 71.09 +539.3%
DCF (Levered) 17.57 +58.0%

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) 50% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 1 -2
Sell 0 0
Strong Sell 0 -1
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 3
16.67
+49.9%
Quality scores
Altman Z-Score
0.75
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.90) × ERP
WACC = 32% × Ke + 68% × Kd (6.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 71.09 Current price: 11.12
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 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
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-27 Jones Trading Hold Buy Upgrade
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
23.02M
OE per share TTM
1.11
Owner's Yield
10.82%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
12.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
37
Total invested
26.19M
Insider transactions (90d)
4
Beneficial owners (>5%)
19
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
37
-86 vs prev Q
New positions
5
Closed positions
91
Increased
11
Reduced
14
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 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 58 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
5
Shares acquired
Shares disposed
1.68M
Cash buys
Cash sales
4.00
Net activity
-1,683,203
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-29 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

Top executives
EBIT / Employee
98.9K
Shares Outstanding
20.14M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEFA14A
2026-04-28 DEFA14A
2026-04-28 DEFA14A
2026-04-27 DEFA14A
2026-04-27 DEFA14A
2026-04-27 DEFA14A
2026-04-27 DEFA14A
2026-04-27 DEFA14A
2025-04-03 DEFA14A
2025-04-03 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-08 8-K
2026-05-08 10-Q
2026-05-07 425
2026-05-06 SC 13G/A
2026-05-05 425
2026-04-30 DEFA14A
2026-04-30 10-K/A
2026-04-29 4
2026-04-28 DEFA14A
2026-04-28 DEFA14A

Executive team

NameTitleCompensationGender
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
ESG Rating
B
REAL ESTATE - SERVICES
2025
E (Environmental)
66.4 / 63.8
Company / Sector avg.
S (Social)
69.1 / 72.7
Company / Sector avg.
G (Governance)
63.2 / 65.5
Company / Sector avg.
ESG Total
66.2 / 67.3
Company / Sector avg.
ESG Score History REAL ESTATE - SERVICES
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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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits