Root, Inc. (ROOT)
Columbus, OH, US
Root, Inc. operates within the United States, concentrating on delivering a range of insurance solutions, including policies for automobiles, residential properties, and rental occupancy. The company employs a direct-to-consumer business model, primarily connecting with its customers via user-friendly mobile applications and its official website. Its comprehensive distribution network also incorporates various other digital platforms, media campaigns, referral initiatives, and collaborations with external partners and independent agencies. Established in 2015, the firm's corporate headquarters are situated in Columbus, Ohio.
3 articles
- Root and Jerry Partner to Deliver Fully Embedded, End-to-End Car Insurance Experience GlobeNewsWire
- Dollar Tree's Turnaround Is Starting to Take Root MarketBeat
- Root, Inc. (ROOT) Just Overtook the 200-Day Moving Average Zacks Investment Research
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.39% | -10.04% | +28.70% | -4.81% | -35.70% | -21.60% | -62.76% | +1,032.60% | -65.27% | -88.35% | -88.35% |
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
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
75.00
+27.8%
|
| All Time | 7 |
102.85
+75.3%
|
-
Revenue growth Insurance - Property & Casualty: +14.1%+29.0% ★ Q1'26: +12.6% (vs Q1'25)
-
EPS growth Insurance - Property & Casualty: +27.5%+22.4% Q1'26: +86.0% (vs Q1'25)
-
FCF margin FCF growth · Insurance - Property & Casualty: +25.6%+6.6% Q1'26: +2.4% (vs Q1'25)
-
EBIT margin Insurance - Property & Casualty: +16.3%+4.1% Q1'26: +10.4% (vs Q1'25)
-
ROIC Insurance - Property & Casualty: +7.9%— Q1'26: +555.3% (vs Q1'25)
-
Share dilution Insurance - Property & Casualty: +0.4%+1.8% Q1'26: +0.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Insurance - Property & Casualty: -0.10×2.74× ★ Q1'26: 1.14× (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 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 2 EPS Ana. |
Dec 2027 6 Rev. Ana. 2 EPS Ana. |
Dec 2028 3 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
346.80M
est: 619.77M (-44.0%)
|
345.40M
est: 728.28M (-52.6%)
|
310.80M
est: 617.55M (-49.7%)
|
455.00M
est: 854.20M (-46.7%)
|
1.18B
est: 1.14B (+3.6%)
|
1.52B
est: 1.50B (+1.2%)
|
1.64B
1.58B – 1.70B
+9.5% YoY
|
1.81B
1.62B – 1.97B
+10.2% YoY
|
1.94B
1.93B – 1.95B
+7.2% YoY
|
| EBITDA |
-269.70M
est: -334.67M (+19.4%)
|
-484.50M
est: -620.20M (+21.9%)
|
-249.30M
est: -775.41M (+67.8%)
|
-88.70M
est: -320.11M (+72.3%)
|
88.00M
est: -425.63M (+120.7%)
|
73.60M
est: -561.84M (+113.1%)
|
-615.17M
-636.45M – -591.22M
-9.5% YoY
|
-677.69M
-739.82M – -607.75M
-10.2% YoY
|
-726.45M
-730.14M – -722.77M
-7.2% YoY
|
| EBIT |
-285.30M
est: -350.75M (+18.7%)
|
-501.10M
est: -586.28M (+14.5%)
|
-263.10M
est: -741.65M (+64.5%)
|
-101.30M
est: -335.92M (+69.8%)
|
73.10M
est: -446.65M (+116.4%)
|
61.80M
est: -589.58M (+110.5%)
|
-645.55M
-667.89M – -620.42M
-9.5% YoY
|
-711.15M
-776.36M – -637.77M
-10.2% YoY
|
-762.33M
-766.20M – -758.46M
-7.2% YoY
|
| Net Income |
-363.00M
est: -1.60B (+77.3%)
|
-521.10M
est: -522.32M (+0.2%)
|
-297.70M
est: -451.53M (+34.1%)
|
-147.40M
est: -98.11M (-50.2%)
|
30.90M
est: -962.2K (+3,311.4%)
|
40.30M
est: 34.47M (+16.9%)
|
44.01M
41.90M – 46.12M
+27.7% YoY
|
43.35M
43.11M – 47.45M
-1.5% YoY
|
46.50M
22.75M – 70.24M
+7.3% YoY
|
| SGA |
218.20M
est: 337.69M (-35.4%)
|
367.80M
est: 429.60M (-14.4%)
|
175.40M
est: 396.07M (-55.7%)
|
132.60M
est: 388.53M (-65.9%)
|
205.30M
est: 516.59M (-60.3%)
|
271.70M
est: 681.91M (-60.2%)
|
746.65M
717.58M – 772.48M
+9.5% YoY
|
822.52M
737.64M – 897.94M
+10.2% YoY
|
881.71M
877.24M – 886.19M
+7.2% YoY
|
| EPS |
-86.43
est: -94.61 (+8.7%)
|
-37.62
est: -38.42 (+2.1%)
|
-21.11
est: -21.54 (+2.0%)
|
-10.24
est: -5.72 (-79.0%)
|
1.96
est: -0.06 (+3,593.8%)
|
2.49
est: 2.01 (+23.9%)
|
2.57
2.44 – 2.68
+27.7% YoY
|
2.64
2.51 – 2.76
+2.9% YoY
|
2.70
1.32 – 4.08
+2.4% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | B | 3/5 | 1/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-05 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-04 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-01 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-30 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-29 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-28 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-27 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-24 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-23 | B- | 2/5 | 1/5 | 4/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-22 | B- | 2/5 | 1/5 | 4/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-21 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-20 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-17 | B- | 3/5 | 1/5 | 4/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-16 | B- | 3/5 | 1/5 | 4/5 | 5/5 | 2/5 | 2/5 | 1/5 |
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 | Meyer Malka (“Malka”) | 35.49M | 38.10% | 35.49M | 35.49M | 35.49M | 35.49M | IN | United States | 2021-02-16 | ↗ |
| 2 | Ribbit Capital GP IV, L.P. (“GP IV”) | 33.73M | 36.20% | 33.73M | 33.73M | 33.73M | 33.73M | PN | Cayman Islands | 2021-02-16 | ↗ |
| 3 | Ribbit Capital GP IV, Ltd. (“UGP IV”) | 33.73M | 36.20% | 33.73M | 33.73M | 33.73M | 33.73M | OO | Cayman Islands | 2021-02-16 | ↗ |
| 4 | Chris Olsen (“Olsen”) | 29.01M | 18.00% | 25.98M | 3.03M | 25.98M | — | IN | United States | 2022-02-15 | ↗ |
| 5 | Ribbit Capital IV, L.P. ("Fund IV") | 28.93M | 32.70% | 28.93M | 28.93M | 28.93M | 28.93M | PN | Cayman Islands | 2021-02-16 | ↗ |
| 6 | DC I Investment LLC (“DC I Investment”) | 25.98M | 16.40% | 25.98M | 25.98M | 25.98M | — | OO | Delaware | 2022-02-15 | ↗ |
| 7 | Alexander E. Timm | 19.02M | 11.74% | 19.02M | — | 19.02M | — | IN | United States | 2022-02-14 | ↗ |
| 8 | Redpoint Omega Associates II, LLC | 15.14M | 6.00% | — | 15.14M | — | — | OO | Delaware | 2021-02-16 | ↗ |
| 9 | Redpoint Omega II, L.P. | 15.14M | 6.00% | — | 15.14M | — | — | PN | Delaware | 2021-02-16 | ↗ |
| 10 | Daniel C. Manges | 12.81M | 17.73% | 12.81M | — | 12.81M | — | IN | United States | 2021-05-04 | ↗ |
| 11 | Manges Trust dated January 27, 2016 | 11.07M | 15.70% | 11.07M | — | 11.07M | — | OO | United States | 2021-05-04 | ↗ |
| 12 | The Vanguard Group - 23-1945930 | 9.38M | 7.08% | — | 24.8K | — | — | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 13 | SCHUSTERMAN INTERESTS, LLC | 8.75M | 7.70% | 8.75M | — | 8.75M | — | OO | Delaware | 2021-10-12 | ↗ |
| 14 | HHLR Advisors, Ltd. | 7.09M | 5.20% | — | 7.09M | — | — | IA | Cayman Islands | 2022-02-14 | ↗ |
| 15 | Hillhouse Capital Management, Ltd. | 7.09M | 5.20% | — | 7.09M | — | — | IA | Cayman Islands | 2022-02-14 | ↗ |
| 16 | Hillhouse Capital Advisors, Ltd. | 4.47M | 7.29% | — | 4.47M | — | — | IA | Cayman Islands | 2021-02-16 | ↗ |
| 17 | RT-E Ribbit Opportunity IV, LLC ("RT-E") | 4.24M | 6.70% | 4.24M | 4.24M | 4.24M | 4.24M | OO | Delaware | 2021-02-16 | ↗ |
| 18 | Carvana Co. | 3.14M | 26.00% | — | 3.14M | — | 10.00 | CO | Delaware | 2022-09-06 | ↗ |
| 19 | Carvana Co. Sub LLC | 3.14M | 26.00% | — | 3.14M | — | 10.00 | OO | Delaware | 2022-09-06 | ↗ |
| 20 | Carvana Group, LLC | 3.14M | 26.00% | — | 3.14M | — | 10.00 | OO | Delaware | 2022-09-06 | ↗ |
| 21 | Drive Capital Overdrive Fund I (GP), LLC (“DCOF I GP”) | 3.03M | 2.20% | 2.02M | 2.02M | 2.02M | 2.02M | OO | Delaware | 2022-02-15 | ↗ |
| 22 | Drive Capital, LLC (“DC”) | 3.03M | 2.20% | 2.02M | 2.02M | — | — | OO | Delaware | 2022-02-15 | ↗ |
| 23 | Mark Kvamme (“Kvamme”) | 3.03M | 2.20% | — | 3.03M | — | — | IN | United States | 2022-02-15 | ↗ |
| 24 | Dragoneer Investment Group, LLC | 2.78M | 2.10% | — | 2.78M | — | 2.78M | IA, OO | — | 2022-02-14 | ↗ |
| 25 | Marc Stad | 2.78M | 2.10% | — | 2.78M | — | 2.78M | HC, IN | — | 2022-02-14 | ↗ |
| 26 | Drive Capital Overdrive Fund I, L.P. (“DCOF I”) | 2.02M | 1.50% | 2.02M | 2.02M | 2.02M | — | PN | Delaware | 2022-02-15 | ↗ |
| 27 | Timm 2020 GRAT | 1.92M | 1.33% | 1.92M | — | 1.92M | — | OO | USA | 2022-02-14 | ↗ |
| 28 | Bullfrog Capital GP, L.P. (“BF GP”) | 1.75M | 3.00% | 1.75M | 1.75M | 1.75M | 1.75M | PN | Cayman Islands | 2021-02-16 | ↗ |
| 29 | Bullfrog Capital GP, Ltd. (“BF UGP”) | 1.75M | 3.00% | 1.75M | 1.75M | 1.75M | 1.75M | OO | Cayman Islands | 2021-02-16 | ↗ |
| 30 | Bullfrog Capital, L.P. ("BF Fund") | 1.73M | 2.90% | 1.73M | 1.73M | 1.73M | 1.73M | PN | Cayman Islands | 2021-02-16 | ↗ |
| 31 | Drive Capital Overdrive Fund I (TE), L.P. (“DCOF I TE”) | 978.9K | 0.70% | 978.9K | 978.9K | 978.9K | — | PN | Delaware | 2022-02-15 | ↗ |
| 32 | SVB Capital Management, LLC | 783.0K | 8.20% | — | — | — | — | IA | — | 2024-02-14 | ↗ |
| 33 | 94-3366999 | 717.0K | 7.47% | — | — | 13.00 | 717.0K | IA | USA | 2024-02-13 | ↗ |
| 34 | J. Carlo Cannell | 717.0K | 7.47% | — | — | 13.00 | 717.0K | HC, IN | USA | 2024-02-13 | ↗ |
| 35 | (1) BlackRock, Inc. | 654.5K | 6.20% | 645.6K | — | 645.6K | — | HC | Delaware | 2024-11-08 | ↗ |
| 36 | Ribbit Founder Fund IV, L.P. (“FF IV”) | 560.8K | 0.90% | 560.8K | 560.8K | 560.8K | 560.8K | PN | Cayman Islands | 2021-02-16 | ↗ |
| 37 | Drive Capital Overdrive Ignition Fund I, L.P. (“DCOIF I”) | 28.7K | 0.00% | 28.7K | 28.7K | 28.7K | 28.7K | PN | Delaware | 2022-02-15 | ↗ |
| 38 | Bullfrog Founder Fund, L.P. (“BF FF”) | 21.7K | 0.00% | 21.7K | 21.7K | 21.7K | 21.7K | PN | Cayman Islands | 2021-02-16 | ↗ |
| 39 | AnglePoint Asset Management, Ltd. | — | 0.00% | — | — | — | — | IA | Cayman Islands | 2022-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 110.2K +110.2K (+100.0%) | 7.96B +8.0B (+100.0%) | 0.72% +0.716 pp | 5.60% +5.603 pp | USD72.23 +0.0% | 1 qtrs NEW |
| 2 | RIBBIT MANAGEMENT COMPANY, LLC | 1.23M +— (+0.0%) | 93.11M -17.2M (-15.6%) | 8.00% +0.000 pp | 4.62% -0.623 pp | USD11.51 +527.5% | 9 qtrs — |
| 3 | BLACKROCK, INC. | 1.05M +124.3K (+13.5%) | 75.60M -7.0M (-8.4%) | 6.80% +0.807 pp | 0.00% 0.000 pp | USD60.28 +19.8% | 6 qtrs — |
| 4 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 946.6K +74.4K (+8.5%) | 68.38M -9.7M (-12.4%) | 6.15% +0.483 pp | 0.04% -0.005 pp | USD98.69 -26.8% | 8 qtrs — |
| 5 | VANGUARD GROUP INC | 723.1K -1.4K (-0.2%) | 52.23M -12.6M (-19.5%) | 4.70% -0.009 pp | 0.00% 0.000 pp | USD43.33 +66.7% | 14 qtrs — |
| 6 | CAPITAL RESEARCH GLOBAL INVESTORS | 654.3K +157.7K (+31.7%) | 47.26M +2.8M (+6.3%) | 4.25% +1.024 pp | 0.01% +0.000 pp | USD117.62 -38.6% | 4 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 311.0K +12.2K (+4.1%) | 22.47M -4.3M (-16.0%) | 2.02% +0.080 pp | 0.00% 0.000 pp | USD59.32 +21.8% | 14 qtrs — |
| 8 | STATE STREET CORP | 258.2K +12.3K (+5.0%) | 18.65M -3.4M (-15.3%) | 1.68% +0.080 pp | 0.00% 0.000 pp | USD60.10 +20.2% | 14 qtrs — |
| 9 | GALILEO (PTC) LTD | 252.7K +— (+0.0%) | 18.25M -4.4M (-19.3%) | 1.64% +0.000 pp | 1.33% -0.709 pp | USD7.88 +816.6% | 14 qtrs — |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 252.0K -81.6K (-24.5%) | 18.20M -11.7M (-39.1%) | 1.64% -0.530 pp | 0.03% -0.011 pp | USD69.13 +4.5% | 14 qtrs — |
| 11 | FINDELL CAPITAL MANAGEMENT LLC | 235.0K +175.0K (+291.7%) | 16.97M +11.6M (+216.1%) | 1.53% +1.136 pp | 4.88% +2.761 pp | USD86.46 -16.5% | 3 qtrs — |
| 12 | MILLENNIUM MANAGEMENT LLC | 220.8K +195.7K (+780.1%) | 15.95M +13.7M (+610.2%) | 1.43% +1.271 pp | 0.01% +0.006 pp | USD74.99 -3.7% | 11 qtrs — |
| 13 | INVESCO LTD. | 210.6K -5.2K (-2.4%) | 15.21M -4.1M (-21.3%) | 1.37% -0.034 pp | 0.00% -0.001 pp | USD132.37 -45.4% | 14 qtrs — |
| 14 | DIMENSIONAL FUND ADVISORS LP | 172.6K +4.2K (+2.5%) | 12.47M -2.6M (-17.3%) | 1.12% +0.027 pp | 0.00% -0.001 pp | USD98.73 -26.8% | 11 qtrs — |
| 15 | GOLDMAN SACHS GROUP INC | 170.5K +97.1K (+132.5%) | 12.31M +5.7M (+87.6%) | 1.11% +0.631 pp | 0.00% +0.001 pp | USD84.28 -14.3% | 10 qtrs — |
| 16 | TAIREN CAPITAL LTD | 160.8K +— (+0.0%) | 11.61M -2.8M (-19.3%) | 1.04% +0.000 pp | 1.21% -0.347 pp | USD129.89 -44.4% | 4 qtrs — |
| 17 | MORGAN STANLEY | 159.0K -66.5K (-29.5%) | 11.49M -8.7M (-43.1%) | 1.03% -0.432 pp | 0.00% -0.001 pp | USD88.79 -18.7% | 14 qtrs — |
| 18 | DRAGONEER INVESTMENT GROUP, LLC | 154.3K +— (+0.0%) | 11.15M -2.7M (-19.3%) | 1.00% +0.000 pp | 0.24% -0.062 pp | USD7.88 +816.6% | 14 qtrs — |
| 19 | BANK OF AMERICA CORP /DE/ | 139.6K +46.3K (+49.7%) | 10.09M +1.7M (+20.8%) | 0.91% +0.301 pp | 0.00% +0.000 pp | USD77.58 -6.9% | 14 qtrs — |
| 20 | UBS GROUP AG | 137.8K -90.9K (-39.7%) | 9.96M -10.5M (-51.4%) | 0.90% -0.590 pp | 0.00% -0.002 pp | USD87.65 -17.6% | 14 qtrs — |
| 21 | PRICE T ROWE ASSOCIATES INC /MD/ | 127.4K +17.1K (+15.5%) | 9.21M -673.0K (-6.8%) | 0.83% +0.111 pp | 0.00% 0.000 pp | USD87.51 -17.5% | 8 qtrs — |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 111.3K +2.0K (+1.8%) | 8.04M -1.7M (-17.8%) | 0.72% +0.013 pp | 0.00% 0.000 pp | USD83.73 -13.7% | 8 qtrs — |
| 23 | MARSHALL WACE, LLP | 107.6K +57.9K (+116.3%) | 7.77M +3.3M (+74.6%) | 0.70% +0.376 pp | 0.01% +0.003 pp | USD78.69 -8.2% | 10 qtrs — |
| 24 | NORTHERN TRUST CORP | 106.1K -850.0 (-0.8%) | 7.66M -1.9M (-19.9%) | 0.69% -0.006 pp | 0.00% 0.000 pp | USD57.12 +26.5% | 14 qtrs — |
| 25 | BOOTHBAY FUND MANAGEMENT, LLC | 90.8K +82.3K (+967.8%) | 6.56M +5.8M (+761.7%) | 0.59% +0.534 pp | 0.10% +0.087 pp | USD77.45 -6.7% | 3 qtrs — |
| 26 | PALISADES INVESTMENT PARTNERS, LLC | 83.3K +1.6K (+1.9%) | 6.02M -1.3M (-17.7%) | 0.54% +0.010 pp | 2.27% -0.599 pp | USD89.18 -19.0% | 2 qtrs — |
| 27 | JANE STREET GROUP, LLC | 82.7K +42.3K (+104.7%) | 5.97M +2.4M (+65.2%) | 0.54% +0.275 pp | 0.00% +0.000 pp | USD85.99 -16.0% | 6 qtrs — |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 78.4K -134.2K (-63.1%) | 5.66M -13.4M (-70.2%) | 0.51% -0.871 pp | 0.00% -0.002 pp | USD88.05 -18.0% | 14 qtrs — |
| 29 | X-SQUARE CAPITAL, LLC | 77.1K +77.1K (+100.0%) | 5.57M +5.6M (+100.0%) | 0.50% +0.501 pp | 1.83% +1.825 pp | USD72.23 +0.0% | 1 qtrs NEW |
| 30 | BNP PARIBAS ARBITRAGE, SNC | 74.4K +59.5K (+399.8%) | 5.37M +4.0M (+303.3%) | 0.48% +0.387 pp | 0.00% +0.002 pp | USD74.49 -3.0% | 5 qtrs — |
| 31 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 73.5K +— (+0.0%) | 5.31M -1.3M (-19.3%) | 0.48% +0.000 pp | 0.36% -0.061 pp | USD115.68 -37.6% | 8 qtrs — |
| 32 | CITADEL ADVISORS LLC | 71.5K -35.5K (-33.2%) | 5.16M -4.4M (-46.1%) | 0.46% -0.230 pp | 0.00% -0.001 pp | USD48.76 +48.1% | 14 qtrs — |
| 33 | PRINCIPAL FINANCIAL GROUP INC | 66.9K +23.3K (+53.5%) | 4.83M +932.4K (+23.9%) | 0.43% +0.152 pp | 0.00% +0.001 pp | USD104.15 -30.6% | 3 qtrs — |
| 34 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 66.4K +91.0 (+0.1%) | 4.80M -1.1M (-19.2%) | 0.43% +0.001 pp | 0.00% -0.001 pp | USD122.66 -41.1% | 7 qtrs — |
| 35 | NORGES BANK | 65.0K +65.0K (+100.0%) | 4.70M +4.7M (+100.0%) | 0.42% +0.422 pp | 0.00% +0.001 pp | USD72.23 +0.0% | 1 qtrs NEW |
| 36 | MAVERICK CAPITAL LTD | 63.2K +63.2K (+100.0%) | 4.57M +4.6M (+100.0%) | 0.41% +0.411 pp | 0.05% +0.049 pp | USD72.23 +0.0% | 1 qtrs NEW |
| 37 | TREXQUANT INVESTMENT LP | 62.6K +60.1K (+2,401.4%) | 4.52M +4.3M (+1,918.5%) | 0.41% +0.390 pp | 0.04% +0.038 pp | USD72.65 -0.6% | 14 qtrs — |
| 38 | CITIGROUP INC | 62.1K +620.0 (+1.0%) | 4.49M -1.0M (-18.5%) | 0.40% +0.004 pp | 0.00% -0.001 pp | USD106.11 -31.9% | 14 qtrs — |
| 39 | FEDERATED HERMES, INC. | 60.1K +15.4K (+34.5%) | 4.34M +341.0K (+8.5%) | 0.39% +0.100 pp | 0.01% +0.000 pp | USD108.65 -33.5% | 14 qtrs — |
| 40 | QUINN OPPORTUNITY PARTNERS LLC | 57.9K +17.9K (+44.9%) | 4.19M +605.0K (+16.9%) | 0.38% +0.117 pp | 0.18% -0.077 pp | USD84.16 -14.2% | 5 qtrs — |
| 41 | HENNESSY ADVISORS INC | 48.7K -3.2K (-6.2%) | 3.52M -1.1M (-24.3%) | 0.32% -0.021 pp | 0.12% -0.036 pp | USD127.97 -43.6% | 3 qtrs — |
| 42 | SQUAREPOINT OPS LLC | 47.5K -6.9K (-12.6%) | 3.43M -1.4M (-29.5%) | 0.31% -0.045 pp | 0.00% -0.001 pp | USD94.90 -23.9% | 13 qtrs — |
| 43 | FIRST TRUST ADVISORS LP | 45.6K +20.0K (+78.4%) | 3.30M +1.0M (+43.9%) | 0.30% +0.130 pp | 0.00% +0.001 pp | USD81.92 -11.8% | 2 qtrs — |
| 44 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 44.1K +44.1K (+100.0%) | 3.19M +3.2M (+100.0%) | 0.29% +0.286 pp | 0.01% +0.005 pp | USD72.23 +0.0% | 1 qtrs NEW |
| 45 | BANK OF NEW YORK MELLON CORP | 41.6K +4.6K (+12.4%) | 3.01M -308.2K (-9.3%) | 0.27% +0.030 pp | 0.00% 0.000 pp | USD78.33 -7.8% | 7 qtrs — |
| 46 | NEW YORK STATE COMMON RETIREMENT FUND | 36.8K +— (+0.0%) | 2.65M -635.0K (-19.3%) | 0.24% +0.000 pp | 0.00% -0.001 pp | USD87.55 -17.5% | 7 qtrs — |
| 47 | JEFFERIES FINANCIAL GROUP INC. | 36.2K +36.2K (+100.0%) | 2.61M +2.6M (+100.0%) | 0.24% +0.235 pp | 0.01% +0.013 pp | USD72.23 +0.0% | 1 qtrs NEW |
| 48 | BARCLAYS PLC | 33.2K +19.2K (+136.8%) | 2.40M +1.9M (+352.8%) | 0.22% +0.125 pp | 0.00% +0.000 pp | USD80.08 -9.8% | 14 qtrs — |
| 49 | RAYMOND JAMES FINANCIAL INC | 32.3K -963.0 (-2.9%) | 2.34M -645.1K (-21.6%) | 0.21% -0.006 pp | 0.00% 0.000 pp | USD76.53 -5.6% | 5 qtrs — |
| 50 | SG AMERICAS SECURITIES, LLC | 30.2K +27.9K (+1,254.2%) | 2.18M +2.0M (+994.5%) | 0.20% +0.181 pp | 0.00% +0.002 pp | USD76.35 -5.4% | 3 qtrs — |
| 51 | VOLEON CAPITAL MANAGEMENT LP | 26.2K +26.2K (+100.0%) | 1.89M +1.9M (+100.0%) | 0.17% +0.170 pp | 0.04% +0.041 pp | USD72.23 +0.0% | 1 qtrs NEW |
| 52 | KNOLLWOOD INVESTMENT ADVISORY, LLC | 25.1K +— (+0.0%) | 1.81M -433.9K (-19.3%) | 0.16% +0.000 pp | 0.17% -0.032 pp | USD133.44 -45.9% | 4 qtrs — |
| 53 | NUVEEN, LLC | 23.3K -5.2K (-18.4%) | 1.68M -870.1K (-34.1%) | 0.15% -0.034 pp | 0.00% 0.000 pp | USD132.31 -45.4% | 4 qtrs — |
| 54 | AMERICAN CENTURY COMPANIES INC | 23.0K -282.0K (-92.5%) | 1.66M -25.6M (-93.9%) | 0.15% -1.832 pp | 0.00% -0.013 pp | USD131.50 -45.1% | 4 qtrs — |
| 55 | PROSPERITAS FINANCIAL LLC | 22.1K +22.1K (+100.0%) | 1.59M +1.6M (+100.0%) | 0.14% +0.143 pp | 0.62% +0.620 pp | USD72.23 +0.0% | 1 qtrs NEW |
| 56 | SWISS NATIONAL BANK | 21.5K +500.0 (+2.4%) | 1.55M -326.8K (-17.4%) | 0.14% +0.003 pp | 0.00% 0.000 pp | USD66.07 +9.3% | 7 qtrs — |
| 57 | HB WEALTH MANAGEMENT, LLC | 21.3K +3.0 (+0.0%) | 1.54M -367.1K (-19.3%) | 0.14% +0.000 pp | 0.01% -0.003 pp | USD133.43 -45.9% | 4 qtrs — |
| 58 | NORDEA INVESTMENT MANAGEMENT AB | 19.0K -3.0K (-13.7%) | 1.40M -564.5K (-28.8%) | 0.12% -0.020 pp | 0.00% -0.001 pp | USD46.36 +55.8% | 6 qtrs — |
| 59 | TD ASSET MANAGEMENT INC | 19.3K +1.2K (+6.6%) | 1.39M -225.9K (-14.0%) | 0.13% +0.008 pp | 0.00% 0.000 pp | USD112.88 -36.0% | 5 qtrs — |
| 60 | CAPITAL FUND MANAGEMENT S.A. | 18.7K +18.7K (+100.0%) | 1.35M +1.4M (+100.0%) | 0.12% +0.121 pp | 0.00% +0.004 pp | USD72.23 +0.0% | 3 qtrs — |
| 61 | BLOOMBERGSEN INC. | 17.6K +17.6K (+100.0%) | 1.27M +1.3M (+100.0%) | 0.11% +0.114 pp | 0.09% +0.093 pp | USD72.23 +0.0% | 1 qtrs NEW |
| 62 | CYNOSURE GROUP, LLC | 17.4K +— (+0.0%) | 1.26M -300.5K (-19.3%) | 0.11% +0.000 pp | 0.13% -0.041 pp | USD133.41 -45.9% | 4 qtrs — |
| 63 | IMC-CHICAGO, LLC | 17.0K -39.9K (-70.1%) | 1.23M -3.9M (-75.9%) | 0.11% -0.259 pp | 0.00% -0.001 pp | USD107.19 -32.6% | 6 qtrs — |
| 64 | CAMPBELL & CO INVESTMENT ADVISER LLC | 15.2K +15.2K (+100.0%) | 1.10M +1.1M (+100.0%) | 0.10% +0.099 pp | 0.05% +0.053 pp | USD72.23 +0.0% | 1 qtrs NEW |
| 65 | RBF CAPITAL, LLC | 14.6K +— (+0.0%) | 1.05M -252.3K (-19.3%) | 0.09% +0.000 pp | 0.05% -0.012 pp | USD60.52 +19.3% | 8 qtrs — |
| 66 | RHUMBLINE ADVISERS | 14.5K -1.4K (-8.5%) | 1.04M -370.7K (-26.2%) | 0.09% -0.009 pp | 0.00% 0.000 pp | USD70.88 +1.9% | 14 qtrs — |
| 67 | WALLEYE TRADING LLC | 14.2K +3.8K (+36.3%) | 1.02M +92.6K (+10.0%) | 0.09% +0.025 pp | 0.00% +0.000 pp | USD84.91 -14.9% | 2 qtrs — |
| 68 | TWINBEECH CAPITAL LP | 14.1K +14.1K (+100.0%) | 1.02M +1.0M (+100.0%) | 0.09% +0.092 pp | 0.07% +0.072 pp | USD72.23 +0.0% | 3 qtrs — |
| 69 | QUANTBOT TECHNOLOGIES LP | 14.0K -331.0 (-2.3%) | 1.01M -272.2K (-21.2%) | 0.09% -0.002 pp | 0.03% -0.001 pp | USD89.51 -19.3% | 2 qtrs — |
| 70 | BALYASNY ASSET MANAGEMENT L.P. | 13.8K +8.4K (+155.6%) | 996.8K +513.4K (+106.2%) | 0.09% +0.055 pp | 0.00% +0.001 pp | USD78.99 -8.6% | 2 qtrs — |
| 71 | RUSSELL INVESTMENTS GROUP, LTD. | 13.7K -159.0 (-1.1%) | 990.5K -251.2K (-20.2%) | 0.09% -0.001 pp | 0.00% 0.000 pp | USD91.04 -20.7% | 11 qtrs — |
| 72 | WELLS FARGO & COMPANY/MN | 13.6K +1.5K (+12.0%) | 983.2K -105.0K (-9.6%) | 0.09% +0.009 pp | 0.00% +0.000 pp | USD87.46 -17.4% | 14 qtrs — |
| 73 | DIAMETRIC CAPITAL, LP | 13.1K +13.1K (+100.0%) | 944.4K +944.4K (+100.0%) | 0.08% +0.085 pp | 0.25% +0.253 pp | USD72.23 +0.0% | 1 qtrs NEW |
| 74 | TUDOR INVESTMENT CORP ET AL | 12.8K +9.4K (+276.5%) | 924.5K +620.2K (+203.8%) | 0.08% +0.061 pp | 0.00% +0.001 pp | USD83.67 -13.7% | 5 qtrs — |
| 75 | D. E. SHAW & CO., INC. | 12.7K -4.9K (-27.8%) | 917.3K -658.1K (-41.8%) | 0.08% -0.032 pp | 0.00% 0.000 pp | USD85.55 -15.6% | 8 qtrs — |
| 76 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 12.9K +— (+0.0%) | 916.6K -240.6K (-20.8%) | 0.08% +0.000 pp | 0.00% 0.000 pp | USD98.62 -26.8% | 5 qtrs — |
| 77 | UBS ASSET MANAGEMENT AMERICAS INC | 12.3K +3.2K (+35.0%) | 886.9K +72.7K (+8.9%) | 0.08% +0.021 pp | 0.00% +0.000 pp | USD89.46 -19.3% | 7 qtrs — |
| 78 | LOS ANGELES CAPITAL MANAGEMENT LLC | 11.4K +5.9K (+109.3%) | 881.2K +394.5K (+81.0%) | 0.07% +0.039 pp | 0.00% +0.001 pp | USD98.86 -26.9% | 5 qtrs — |
| 79 | LEGAL & GENERAL GROUP PLC | 11.9K +48.0 (+0.4%) | 861.8K -201.9K (-19.0%) | 0.08% +0.000 pp | 0.00% +0.000 pp | USD73.95 -2.3% | 7 qtrs — |
| 80 | ALLIANCEBERNSTEIN L.P. | 11.8K -205.0 (-1.7%) | 852.3K -222.3K (-20.7%) | 0.08% -0.001 pp | 0.00% 0.000 pp | USD60.02 +20.3% | 7 qtrs — |
| 81 | GSA CAPITAL PARTNERS LLP | 11.4K +11.4K (+100.0%) | 820.0K +820.0K (+100.0%) | 0.07% +0.074 pp | 0.07% +0.071 pp | USD72.23 +0.0% | 3 qtrs — |
| 82 | TWO SIGMA ADVISERS, LP | 11.0K +1.1K (+11.1%) | 792.1K -91.0K (-10.3%) | 0.07% +0.007 pp | 0.00% 0.000 pp | USD60.09 +20.2% | 8 qtrs — |
| 83 | HUSSMAN STRATEGIC ADVISORS, INC. | 10.5K +10.5K (+100.0%) | 758.4K +758.4K (+100.0%) | 0.07% +0.068 pp | 0.18% +0.183 pp | USD72.23 +0.0% | 1 qtrs NEW |
| 84 | AQR CAPITAL MANAGEMENT LLC | 10.3K -1.9K (-15.8%) | 742.7K -350.3K (-32.0%) | 0.07% -0.013 pp | 0.00% 0.000 pp | USD96.30 -25.0% | 6 qtrs — |
| 85 | DEUTSCHE BANK AG\ | 10.2K +1.2K (+13.1%) | 738.3K -71.0K (-8.8%) | 0.07% +0.008 pp | 0.00% +0.000 pp | USD62.41 +15.7% | 14 qtrs — |
| 86 | IEQ CAPITAL, LLC | 10.0K +— (+0.0%) | 720.4K -172.3K (-19.3%) | 0.06% +0.000 pp | 0.00% -0.001 pp | USD59.83 +20.7% | 8 qtrs — |
| 87 | NEUBERGER BERMAN GROUP LLC | 9.9K +20.0 (+0.2%) | 716.3K -169.6K (-19.1%) | 0.06% +0.000 pp | 0.00% 0.000 pp | USD132.36 -45.4% | 4 qtrs — |
| 88 | PEAK6 LLC | 9.5K +9.5K (+100.0%) | 683.5K +683.5K (+100.0%) | 0.06% +0.061 pp | 0.00% +0.001 pp | USD72.23 +0.0% | 1 qtrs NEW |
| 89 | ENGINEERS GATE MANAGER LP | 9.2K -12.5K (-57.5%) | 665.9K -1.3M (-65.7%) | 0.06% -0.081 pp | 0.01% -0.014 pp | USD112.51 -35.8% | 6 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Distillate Small/Mid Cash Flow ETF DSMC | 0.57% | 748.7K | 0.55% |
| 2 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.13% | 1.36M | 0.20% |
| 3 | iShares U.S. Insurance ETF IAK | 0.12% | 545.1K | 0.38% |
| 4 | iShares U.S. Small-Cap Equity Factor ETF SMLF | 0.06% | 2.33M | 0.15% |
| 5 | iShares Russell 2000 Growth ETF IWO | 0.05% | 7.81M | 0.24% |
| 6 | Motley Fool Next Index ETF TMFX | 0.04% | 13.4K | 0.50% |
| 7 | Avantis U.S. Small Cap Equity ETF AVSC | 0.04% | 1.13M | 0.25% |
| 8 | Vanguard Russell 2000 Growth ETF VTWG | 0.03% | 593.4K | 0.06% |
| 9 | WisdomTree U.S. SmallCap Fund EES | 0.03% | 197.4K | 0.38% |
| 10 | State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L | 0.03% | 1.51M | 0.30% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | Forish Ryan | Officer | F-InKind | D | Class A Common Stock | 82 | 55.05 | 4.5K | 25,451 | D | ↗ |
| 2026-04-07 | Allison Jonathan | Officer | S-Sale | D | Class A Common Stock | 1,706 | 44.35 | 75.7K | 71,668 | D | ↗ |
| 2026-04-02 | Allison Jonathan | Officer | S-Sale | D | Class A Common Stock | 4,112 | 42.33 | 174.1K | 73,374 | D | ↗ |
| 2026-04-01 | Timm Alexander E. | Director / Officer / 10% Owner | M-Exempt | D | Performance-Based Restricted Stock Units | 62,969 | 0.00 | — | 83,958 | D | ↗ |
| 2026-04-01 | Bonakdarpour Mahtiyar | Officer | M-Exempt | D | Performance-Based Restricted Stock Units | 43,043 | 0.00 | — | 57,390 | D | ↗ |
| 2026-04-01 | Binkley Megan | Officer | M-Exempt | D | Performance-Based Restricted Stock Units | 4,777 | 0.00 | — | 6,369 | D | ↗ |
| 2026-04-01 | Allison Jonathan | Officer | M-Exempt | D | Performance-Based Restricted Stock Units | 6,442 | 0.00 | — | 8,589 | D | ↗ |
| 2026-03-20 | Forish Ryan | Officer | F-InKind | D | Class A Common Stock | 294 | 45.59 | 13.4K | 25,533 | D | ↗ |
| 2026-03-20 | Allison Jonathan | Officer | S-Sale | D | Class A Common Stock | 3,990 | 44.78 | 178.7K | 81,999 | D | ↗ |
| 2026-03-17 | Allison Jonathan | Officer | S-Sale | D | Class A Common Stock | 3,990 | 45.00 | 179.6K | 85,989 | D | ↗ |
| 2026-03-16 | Forish Ryan | Officer | F-InKind | D | Class A Common Stock | 489 | 44.30 | 21.7K | 25,827 | D | ↗ |
| 2026-03-12 | Allison Jonathan | Officer | S-Sale | D | Class A Common Stock | 3,900 | 43.61 | 170.1K | 89,979 | D | ↗ |
| 2026-03-11 | Forish Ryan | Officer | A-Award | A | Class A Common Stock | 6,620 | 0.00 | — | 26,316 | D | ↗ |
| 2026-03-05 | Allison Jonathan | Officer | S-Sale | D | Class A Common Stock | 3,900 | 48.05 | 187.4K | 97,779 | D | ↗ |
| 2026-03-03 | Allison Jonathan | Officer | S-Sale | D | Class A Common Stock | 3,900 | 47.88 | 186.7K | 101,679 | D | ↗ |
| 2026-02-19 | Timm Alexander E. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 10,508 | 61.59 | 647.2K | 254,563 | D | ↗ |
| 2026-02-19 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 2,622 | 61.59 | 161.5K | 361,198 | D | ↗ |
| 2026-02-19 | Binkley Megan | Officer | F-InKind | D | Class A Common Stock | 4,373 | 61.59 | 269.3K | 116,700 | D | ↗ |
| 2026-02-19 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 4,167 | 61.59 | 256.6K | 103,099 | D | ↗ |
| 2026-02-18 | Timm Alexander E. | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 8,736 | 0.00 | — | 263,299 | D | ↗ |
| 2026-02-18 | Bonakdarpour Mahtiyar | Officer | A-Award | A | Class A Common Stock | 5,877 | 0.00 | — | 363,820 | D | ↗ |
| 2026-02-18 | Binkley Megan | Officer | A-Award | A | Class A Common Stock | 57,868 | 0.00 | — | 121,073 | D | ↗ |
| 2026-02-18 | Allison Jonathan | Officer | A-Award | A | Class A Common Stock | 55,116 | 0.00 | — | 107,266 | D | ↗ |
| 2026-01-02 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 1,253 | 70.90 | 88.8K | 265,554 | D | ↗ |
| 2025-12-31 | KRAMER NANCY J | Director | — | — | Class A Common Stock | 0 | 0.00 | — | 17,616 | D | ↗ |
| 2025-12-22 | Forish Ryan | Officer | F-InKind | D | Class A Common Stock | 299 | 74.63 | 22.3K | 19,696 | D | ↗ |
| 2025-12-15 | Forish Ryan | Officer | F-InKind | D | Class A Common Stock | 499 | 81.14 | 40.5K | 19,995 | D | ↗ |
| 2025-12-10 | Timm Alexander E. | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 6,336 | 83.00 | 525.9K | 151,412 | D | ↗ |
| 2025-12-10 | Bonakdarpour Mahtiyar | Officer | S-Sale | D | Class A Common Stock | 5,750 | 83.00 | 477.3K | 266,807 | D | ↗ |
| 2025-12-01 | Ulman Doug | Director | G-Gift | D | Class A Common Stock | 2,505 | 0.00 | — | 7,896 | I | ↗ |
| 2025-11-03 | Forish Ryan | Officer | F-InKind | D | Class A Common Stock | 83 | 80.79 | 6.7K | 20,494 | D | ↗ |
| 2025-10-01 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 1,669 | 88.04 | 146.9K | 272,557 | D | ↗ |
| 2025-09-22 | Forish Ryan | Officer | F-InKind | D | Class A Common Stock | 1,195 | 102.88 | 122.9K | 20,577 | D | ↗ |
| 2025-09-15 | Forish Ryan | Officer | F-InKind | D | Class A Common Stock | 499 | 100.20 | 50.0K | 21,772 | D | ↗ |
| 2025-09-02 | Timm Alexander E. | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 2,722 | 89.43 | 243.4K | 158,770 | D | ↗ |
| 2025-09-02 | Bonakdarpour Mahtiyar | Officer | S-Sale | D | Class A Common Stock | 5,750 | 89.74 | 516.0K | 274,226 | D | ↗ |
| 2025-07-01 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 1,669 | 125.28 | 209.1K | 279,976 | D | ↗ |
| 2025-06-30 | Hilsheimer Lawrence A. | Director | J-Other | D | Stock Option (Right to Buy) | 258 | 194.76 | 50.2K | 0 | D | ↗ |
| 2025-06-30 | DEVARD JERRI | Director | J-Other | D | Stock Option (Right to Buy) | 258 | 194.76 | 50.2K | 0 | D | ↗ |
| 2025-06-16 | Forish Ryan | Officer | F-InKind | D | Class A Common Stock | 499 | 145.41 | 72.6K | 22,271 | D | ↗ |
| 2025-06-16 | Allison Jonathan | Officer | S-Sale | D | Class A Common Stock | 2,500 | 149.16 | 372.9K | 52,150 | D | ↗ |
| 2025-06-11 | Szudarek Julie | Director | S-Sale | D | Class A Common Stock | 1,500 | 155.00 | 232.5K | 11,832 | D | ↗ |
| 2025-06-05 | Szudarek Julie | Director | S-Sale | D | Class A Common Stock | 2,790 | 133.80 | 373.3K | 13,332 | D | ↗ |
| 2025-06-05 | DEVARD JERRI | Director | S-Sale | D | Class A Common Stock | 1,895 | 141.50 | 268.1K | 18,532 | D | ↗ |
| 2025-06-05 | Birnbaum Beth A | Director | S-Sale | D | Class A Common Stock | 99 | 132.84 | 13.2K | 17,033 | D | ↗ |
| 2025-06-04 | Ulman Doug | Director | A-Award | A | Class A Common Stock | 1,119 | 0.00 | — | 7,320 | D | ↗ |
| 2025-06-04 | Szudarek Julie | Director | A-Award | A | Class A Common Stock | 1,119 | 0.00 | — | 16,122 | D | ↗ |
| 2025-06-04 | KRAMER NANCY J | Director | A-Award | A | Class A Common Stock | 1,119 | 0.00 | — | 22,196 | D | ↗ |
| 2025-06-04 | Hilsheimer Lawrence A. | Director | A-Award | A | Class A Common Stock | 1,119 | 0.00 | — | 40,995 | D | ↗ |
| 2025-06-04 | Dorsey Donna | Director | A-Award | A | Class A Common Stock | 1,119 | 0.00 | — | 9,956 | D | ↗ |
| 2025-06-04 | DEVARD JERRI | Director | A-Award | A | Class A Common Stock | 1,119 | 0.00 | — | 20,427 | D | ↗ |
| 2025-06-04 | Birnbaum Beth A | Director | A-Award | A | Class A Common Stock | 1,119 | 0.00 | — | 17,132 | D | ↗ |
| 2025-06-02 | Timm Alexander E. | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 2,860 | 130.60 | 373.5K | 168,609 | D | ↗ |
| 2025-06-02 | Bonakdarpour Mahtiyar | Officer | S-Sale | D | Class A Common Stock | 5,256 | 130.60 | 686.4K | 281,645 | D | ↗ |
| 2025-05-21 | Olsen Christopher | 10% Owner | C-Conversion | A | Class A Common Stock | 1,443,376 | 0.00 | — | 1,443,376 | I | ↗ |
| 2025-05-21 | KRAMER NANCY J | Director | J-Other | A | Class A Common Stock | 4,580 | 0.00 | — | 21,077 | D | ↗ |
| 2025-05-21 | Forish Ryan | Officer | A-Award | A | Class A Common Stock | 1,588 | 0.00 | — | 22,770 | D | ↗ |
| 2025-05-21 | DRIVE CAPITAL OVERDRIVE FUND I, L.P. | 10% Owner | C-Conversion | A | Class A Common Stock | 1,443,376 | 0.00 | — | 1,443,376 | I | ↗ |
| 2025-05-01 | Forish Ryan | Officer | F-InKind | D | Class A Common Stock | 166 | 136.63 | 22.7K | 21,182 | D | ↗ |
| 2025-04-30 | Malka Meyer | 10% Owner | S-Sale | D | Class A Common Stock | 223,978 | 135.80 | 30.42M | 504,822 | I | ↗ |
| 2025-04-28 | Malka Meyer | 10% Owner | C-Conversion | A | Class A Common Stock | 728,800 | 0.00 | — | 728,800 | I | ↗ |
| 2025-04-04 | Hilsheimer Lawrence A. | Director | M-Exempt | A | Class A Common Stock | 258 | 21.42 | 5.5K | 39,927 | D | ↗ |
| 2025-04-02 | Timm Alexander E. | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 7,353 | 124.78 | 917.5K | 176,899 | D | ↗ |
| 2025-04-02 | Bonakdarpour Mahtiyar | Officer | S-Sale | D | Class A Common Stock | 5,515 | 124.78 | 688.2K | 286,901 | D | ↗ |
| 2025-04-01 | Timm Alexander E. | Director / Officer / 10% Owner | M-Exempt | D | Performance-Based Restricted Stock Units | 41,979 | 0.00 | — | 146,927 | D | ↗ |
| 2025-04-01 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 7,271 | 128.60 | 935.1K | 276,735 | D | ↗ |
| 2025-04-01 | Binkley Megan | Officer | M-Exempt | D | Performance-Based Restricted Stock Units | 3,184 | 0.00 | — | 11,146 | D | ↗ |
| 2025-04-01 | Allison Jonathan | Officer | M-Exempt | D | Performance-Based Restricted Stock Units | 4,295 | 0.00 | — | 15,031 | D | ↗ |
| 2025-03-24 | Ulman Doug | Director | S-Sale | D | Class A Common Stock | 2,000 | 175.00 | 350.0K | 6,201 | D | ↗ |
| 2025-03-17 | Forish Ryan | Officer | F-InKind | D | Class A Common Stock | 499 | 152.34 | 76.0K | 21,348 | D | ↗ |
| 2025-03-13 | Ulman Doug | Director | M-Exempt | D | Stock Option (Right to Buy) | 4,000 | 0.65 | 2.6K | 35,352 | D | ↗ |
| 2025-03-10 | DEVARD JERRI | Director | M-Exempt | D | Stock Option (Right to Buy) | 258 | 8.94 | 2.3K | 0 | D | ↗ |
| 2025-02-18 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 15 | 128.33 | 1.9K | 60,165 | D | ↗ |
| 2025-02-03 | Timm Alexander E. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 580 | 106.20 | 61.6K | 175,042 | D | ↗ |
| 2025-02-03 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 45 | 106.20 | 4.8K | 285,894 | D | ↗ |
| 2025-02-03 | Binkley Megan | Officer | F-InKind | D | Class A Common Stock | 33 | 106.20 | 3.5K | 69,639 | D | ↗ |
| 2025-02-03 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 216 | 106.20 | 22.9K | 60,180 | D | ↗ |
| 2025-01-16 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 15 | 88.33 | 1.3K | 60,542 | D | ↗ |
| 2025-01-02 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 1,242 | 73.43 | 91.2K | 285,939 | D | ↗ |
| 2024-12-16 | Forish Ryan | Officer | F-InKind | D | Class A Common Stock | 1,994 | 76.35 | 152.2K | 21,847 | D | ↗ |
| 2024-12-16 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 14 | 76.35 | 1.1K | 60,557 | D | ↗ |
| 2024-12-12 | Ulman Doug | Director | G-Gift | D | Class A Common Stock | 1,250 | 0.00 | — | 6,201 | D | ↗ |
| 2024-11-19 | Allison Jonathan | Officer | S-Sale | D | Class A Common Stock | 4,000 | 100.00 | 400.0K | 60,571 | D | ↗ |
| 2024-11-18 | Szudarek Julie | Director | S-Sale | D | Class A Common Stock | 2,000 | 96.33 | 192.7K | 15,003 | D | ↗ |
| 2024-11-18 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 14 | 95.49 | 1.3K | 64,571 | D | ↗ |
| 2024-11-11 | Malka Meyer | 10% Owner | S-Sale | D | Class A Common Stock | 16,418 | 83.54 | 1.37M | 37,091 | I | ↗ |
| 2024-11-08 | Malka Meyer | 10% Owner | S-Sale | D | Class A Common Stock | 1,200 | 85.31 | 102.4K | 43,107 | I | ↗ |
| 2024-11-07 | Malka Meyer | 10% Owner | S-Sale | D | Class A Common Stock | 33,185 | 81.38 | 2.70M | 56,893 | I | ↗ |
| 2024-11-07 | Allison Jonathan | Officer | S-Sale | D | Class A Common Stock | 5,500 | 78.70 | 432.8K | 64,585 | D | ↗ |
| 2024-11-01 | Timm Alexander E. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 796 | 71.01 | 56.5K | 175,622 | D | ↗ |
| 2024-11-01 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 83 | 71.01 | 5.9K | 287,181 | D | ↗ |
| 2024-11-01 | Binkley Megan | Officer | F-InKind | D | Class A Common Stock | 42 | 71.01 | 3.0K | 69,672 | D | ↗ |
| 2024-11-01 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 194 | 71.01 | 13.8K | 70,085 | D | ↗ |
| 2024-10-31 | Malka Meyer | 10% Owner | S-Sale | D | Class A Common Stock | 7,653 | 76.91 | 588.6K | 64,724 | I | ↗ |
| 2024-10-16 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 14 | 42.69 | 597.66 | 70,410 | D | ↗ |
| 2024-10-01 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 1,670 | 37.74 | 63.0K | 287,576 | D | ↗ |
| 2024-09-20 | Forish Ryan | Officer | A-Award | A | Class A Common Stock | 5,327 | 0.00 | — | 23,841 | D | ↗ |
| 2024-09-16 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 14 | 40.19 | 562.66 | 70,424 | — | ↗ |
| 2024-08-16 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 14 | 49.00 | 686.00 | 70,438 | — | ↗ |
| 2024-08-01 | Timm Alexander E. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 796 | 57.74 | 46.0K | 176,418 | — | ↗ |
| 2024-08-01 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 83 | 57.74 | 4.8K | 289,246 | — | ↗ |
| 2024-08-01 | Binkley Megan | Officer | F-InKind | D | Class A Common Stock | 42 | 57.74 | 2.4K | 69,714 | — | ↗ |
| 2024-08-01 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 193 | 57.74 | 11.1K | 70,452 | — | ↗ |
| 2024-07-16 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 14 | 80.97 | 1.1K | 70,776 | — | ↗ |
| 2024-07-01 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 1,669 | 51.48 | 85.9K | 289,642 | — | ↗ |
| 2024-06-17 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 14 | 45.61 | 638.54 | 70,790 | — | ↗ |
| 2024-06-13 | Birnbaum Beth A | Director | S-Sale | D | Class A Common Stock | 1,735 | 43.67 | 75.8K | 16,013 | — | ↗ |
| 2024-06-05 | Ulman Doug | Director | A-Award | A | Class A Common Stock | 2,305 | 0.00 | — | 17,852 | — | ↗ |
| 2024-06-05 | Szudarek Julie | Director | A-Award | A | Class A Common Stock | 2,305 | 0.00 | — | 17,003 | — | ↗ |
| 2024-06-05 | KRAMER NANCY J | Director | A-Award | A | Class A Common Stock | 2,305 | 0.00 | — | 16,497 | — | ↗ |
| 2024-06-05 | Hilsheimer Lawrence A. | Director | A-Award | A | Class A Common Stock | 2,305 | 0.00 | — | 39,433 | — | ↗ |
| 2024-06-05 | Dorsey Donna | Director | A-Award | A | Class A Common Stock | 2,305 | 0.00 | — | 8,837 | — | ↗ |
| 2024-06-05 | DEVARD JERRI | Director | A-Award | A | Class A Common Stock | 2,305 | 0.00 | — | 18,792 | — | ↗ |
| 2024-06-05 | Birnbaum Beth A | Director | A-Award | A | Class A Common Stock | 2,305 | 0.00 | — | 17,748 | — | ↗ |
| 2024-05-16 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 14 | 61.81 | 865.34 | 70,804 | — | ↗ |
| 2024-05-02 | Malka Meyer | 10% Owner | C-Conversion | D | Class B Common Stock | 13,300 | 0.00 | — | 1,860,720 | — | ↗ |
| 2024-05-01 | Timm Alexander E. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 795 | 69.91 | 55.6K | 177,214 | — | ↗ |
| 2024-05-01 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 67 | 69.91 | 4.7K | 291,639 | — | ↗ |
| 2024-05-01 | Binkley Megan | Officer | F-InKind | D | Class A Common Stock | 42 | 69.91 | 2.9K | 69,756 | — | ↗ |
| 2024-05-01 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 194 | 69.91 | 13.6K | 70,818 | — | ↗ |
| 2024-04-30 | Forish Ryan | Officer | A-Award | A | Class A Common Stock | 738 | 0.00 | — | 18,514 | — | ↗ |
| 2024-04-16 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 14 | 61.84 | 865.76 | 71,143 | — | ↗ |
| 2024-04-15 | Forish Ryan | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 17,776 | — | ↗ |
| 2024-04-02 | Timm Alexander E. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 9,676 | 62.08 | 600.7K | 178,009 | — | ↗ |
| 2024-04-02 | Bonakdarpour Mahtiyar | Officer | M-Exempt | A | Class A Common Stock | 14,348 | 0.00 | — | 298,213 | — | ↗ |
| 2024-04-02 | Binkley Megan | Officer | M-Exempt | A | Class A Common Stock | 1,592 | 0.00 | — | 70,520 | — | ↗ |
| 2024-04-02 | Allison Jonathan | Officer | M-Exempt | A | Class A Common Stock | 2,147 | 0.00 | — | 72,131 | — | ↗ |
| 2024-04-01 | Timm Alexander E. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 3,550 | 60.52 | 214.8K | 151,351 | — | ↗ |
| 2024-04-01 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 1,669 | 60.52 | 101.0K | 288,787 | — | ↗ |
| 2024-04-01 | Binkley Megan | Officer | F-InKind | D | Class A Common Stock | 245 | 60.52 | 14.8K | 76,477 | — | ↗ |
| 2024-04-01 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 4,573 | 60.52 | 276.8K | 69,984 | — | ↗ |
| 2024-03-18 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 14 | 59.13 | 827.82 | 75,623 | — | ↗ |
| 2024-03-01 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 5,035 | 39.11 | 196.9K | 290,456 | — | ↗ |
| 2024-02-16 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 11 | 8.91 | 98.01 | 75,637 | — | ↗ |
| 2024-02-01 | Timm Alexander E. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 539 | 8.20 | 4.4K | 154,901 | — | ↗ |
| 2024-02-01 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 45 | 8.20 | 369.00 | 295,710 | — | ↗ |
| 2024-02-01 | Binkley Megan | Officer | F-InKind | D | Class A Common Stock | 28 | 8.20 | 229.60 | 76,722 | — | ↗ |
| 2024-02-01 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 152 | 8.20 | 1.2K | 75,648 | — | ↗ |
| 2024-01-16 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 11 | 9.09 | 99.99 | 75,903 | — | ↗ |
| 2024-01-02 | Timm Alexander E. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 2,802 | 10.47 | 29.3K | 155,440 | — | ↗ |
| 2024-01-02 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 1,312 | 10.47 | 13.7K | 299,608 | — | ↗ |
| 2024-01-02 | Binkley Megan | Officer | F-InKind | D | Class A Common Stock | 164 | 10.47 | 1.7K | 76,750 | — | ↗ |
| 2024-01-02 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 838 | 10.47 | 8.8K | 75,914 | — | ↗ |
| 2023-12-18 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 14 | 10.41 | 145.74 | 76,752 | — | ↗ |
| 2023-12-05 | Allison Jonathan | Officer | S-Sale | D | Class A Common Stock | 4,000 | 14.18 | 56.7K | 76,766 | — | ↗ |
| 2023-12-04 | Allison Jonathan | Officer | S-Sale | D | Class A Common Stock | 4,000 | 11.10 | 44.4K | 80,766 | D | ↗ |
| 2023-12-01 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 5,035 | 10.55 | 53.1K | 300,920 | — | ↗ |
| 2023-12-01 | Allison Jonathan | Officer | S-Sale | D | Class A Common Stock | 4,000 | 11.10 | 44.4K | 80,766 | — | ↗ |
| 2023-11-16 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 14 | 9.47 | 132.58 | 84,766 | — | ↗ |
| 2023-11-15 | Allison Jonathan | Officer | S-Sale | D | Class A Common Stock | 8,000 | 9.88 | 79.0K | 84,780 | — | ↗ |
| 2023-11-14 | Bonakdarpour Mahtiyar | Officer | P-Purchase | A | Class A Common Stock | 11,342 | 9.89 | 112.2K | 305,955 | — | ↗ |
| 2023-11-13 | Bonakdarpour Mahtiyar | Officer | P-Purchase | A | Class A Common Stock | 6,158 | 10.33 | 63.6K | 294,613 | — | ↗ |
| 2023-11-01 | Timm Alexander E. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 795 | 8.85 | 7.0K | 158,242 | — | ↗ |
| 2023-11-01 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 83 | 8.85 | 734.55 | 288,455 | — | ↗ |
| 2023-11-01 | Binkley Megan | Officer | F-InKind | D | Class A Common Stock | 28 | 8.85 | 247.80 | 76,914 | — | ↗ |
| 2023-11-01 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 194 | 8.85 | 1.7K | 92,780 | — | ↗ |
| 2023-10-26 | Dorsey Donna | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-16 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 14 | 10.11 | 141.54 | 93,105 | — | ↗ |
| 2023-10-02 | Timm Alexander E. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 3,550 | 8.83 | 31.3K | 159,037 | — | ↗ |
| 2023-10-02 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 4,922 | 8.83 | 43.5K | 288,851 | — | ↗ |
| 2023-10-02 | Binkley Megan | Officer | F-InKind | D | Class A Common Stock | 164 | 8.83 | 1.4K | 76,942 | — | ↗ |
| 2023-10-02 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 1,066 | 8.83 | 9.4K | 93,119 | — | ↗ |
| 2023-09-18 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 13 | 10.58 | 137.54 | 94,185 | — | ↗ |
| 2023-09-01 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 5,035 | 11.80 | 59.4K | 295,442 | — | ↗ |
| 2023-08-24 | Bonakdarpour Mahtiyar | Officer | P-Purchase | A | Class A Common Stock | 713 | 9.83 | 7.0K | 300,477 | — | ↗ |
| 2023-08-23 | Bonakdarpour Mahtiyar | Officer | P-Purchase | A | Class A Common Stock | 7,214 | 9.78 | 70.6K | 299,764 | — | ↗ |
| 2023-08-22 | Bonakdarpour Mahtiyar | Officer | P-Purchase | A | Class A Common Stock | 9,485 | 8.99 | 85.2K | 292,550 | — | ↗ |
| 2023-08-16 | Ulman Doug | Director | A-Award | A | Class A Common Stock | 7,792 | 0.00 | — | 15,547 | — | ↗ |
| 2023-08-16 | Szudarek Julie | Director | A-Award | A | Class A Common Stock | 7,792 | 0.00 | — | 14,698 | — | ↗ |
| 2023-08-16 | KRAMER NANCY J | Director | A-Award | A | Class A Common Stock | 7,792 | 0.00 | — | 14,192 | — | ↗ |
| 2023-08-16 | Hilsheimer Lawrence A. | Director | A-Award | A | Class A Common Stock | 7,792 | 0.00 | — | 37,128 | — | ↗ |
| 2023-08-16 | DEVARD JERRI | Director | A-Award | A | Class A Common Stock | 7,792 | 0.00 | — | 16,487 | — | ↗ |
| 2023-08-16 | Birnbaum Beth A | Director | A-Award | A | Class A Common Stock | 7,792 | 0.00 | — | 15,443 | — | ↗ |
| 2023-08-16 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 14 | 9.16 | 128.24 | 94,198 | — | ↗ |
| 2023-08-09 | Timm Alexander E. | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 97,239 | 0.00 | — | 162,587 | — | ↗ |
| 2023-08-09 | Bonakdarpour Mahtiyar | Officer | A-Award | A | Performance-Based Restricted Stock Units | 143,476 | 0.00 | — | 143,476 | — | ↗ |
| 2023-08-09 | Binkley Megan | Officer | A-Award | A | Performance-Based Restricted Stock Units | 15,922 | 0.00 | — | 15,922 | — | ↗ |
| 2023-08-09 | Allison Jonathan | Officer | A-Award | A | Performance-Based Restricted Stock Units | 21,473 | 0.00 | — | 21,473 | — | ↗ |
| 2023-08-01 | Timm Alexander E. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 796 | 10.93 | 8.7K | 65,348 | — | ↗ |
| 2023-08-01 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 67 | 10.93 | 732.31 | 211,077 | — | ↗ |
| 2023-08-01 | Binkley Megan | Officer | F-InKind | D | Class A Common Stock | 28 | 10.93 | 306.04 | 6,202 | — | ↗ |
| 2023-08-01 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 131 | 10.93 | 1.4K | 30,753 | — | ↗ |
| 2023-07-17 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 14 | 10.45 | 146.30 | 30,884 | — | ↗ |
| 2023-07-03 | Timm Alexander E. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 3,549 | 10.08 | 35.8K | 66,144 | — | ↗ |
| 2023-07-03 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 1,669 | 10.08 | 16.8K | 216,066 | — | ↗ |
| 2023-07-03 | Binkley Megan | Officer | F-InKind | D | Class A Common Stock | 164 | 10.08 | 1.7K | 6,230 | — | ↗ |
| 2023-07-03 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 1,066 | 10.08 | 10.7K | 30,898 | — | ↗ |
| 2023-06-30 | Hilsheimer Lawrence A. | Director | A-Award | A | Class A Common Stock | 5,378 | 5.58 | 30.0K | 29,336 | — | ↗ |
| 2023-06-30 | DEVARD JERRI | Director | A-Award | A | Stock Option (Right to Buy) | 258 | 8.94 | 2.3K | 258 | — | ↗ |
| 2023-06-16 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 14 | 6.35 | 88.90 | 31,964 | — | ↗ |
| 2023-06-15 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 8,795 | 6.41 | 56.4K | 217,735 | — | ↗ |
| 2023-06-15 | Binkley Megan | Officer | F-InKind | D | Class A Common Stock | 612 | 6.41 | 3.9K | 6,394 | — | ↗ |
| 2023-06-15 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 6,361 | 6.41 | 40.8K | 31,978 | — | ↗ |
| 2023-06-01 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 5,035 | 4.76 | 24.0K | 226,530 | — | ↗ |
| 2023-05-16 | Allison Jonathan | Officer | F-InKind | D | Class A Common Stock | 14 | 4.56 | 63.84 | 38,339 | — | ↗ |
| 2023-05-12 | Allison Jonathan | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 38,353 | — | ↗ |
| 2023-05-01 | Timm Alexander E. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 796 | 4.24 | 3.4K | 69,693 | — | ↗ |
| 2023-05-01 | Bonakdarpour Mahtiyar | Officer | F-InKind | D | Class A Common Stock | 246 | 4.24 | 1.0K | 231,565 | — | ↗ |
| 2023-05-01 | Binkley Megan | Officer | F-InKind | D | Class A Common Stock | 28 | 4.24 | 118.72 | 7,006 | — | ↗ |
| 2023-04-03 | Timm Alexander E. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 14,196 | 4.36 | 61.9K | 70,489 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Alexander Timm Chief Executive Officer | 750.0K | — | 5.50M | — | 1.69M | 226.0K | 8.16M | 67.37% | ↗ |
| 2 | 2025 | Mahtiyar Bonakdarpour President & Chief Technology Officer | 550.0K | — | 3.70M | — | 825.0K | 10.7K | 5.09M | 72.75% | ↗ |
| 3 | 2025 | Jonathan Allison Chief Administrative Officer | 520.0K | — | 2.40M | — | 780.0K | 10.7K | 3.71M | 64.68% | ↗ |
| 4 | 2025 | Megan Binkley Chief Financial Officer | 484.7K | — | 2.62M | — | 562.5K | 10.7K | 3.68M | 71.28% | ↗ |
| 5 | 2024 | Alexander Timm Chief Executive Officer | 750.0K | — | 6.50M | — | 3.38M | 23.5K | 10.65M | 61.06% | ↗ |
| 6 | 2024 | Mahtiyar Bonakdarpour President Chief Technology Officer | 541.3K | — | 5.00M | — | 1.65M | 5.8K | 7.20M | 69.48% | ↗ |
| 7 | 2024 | Mahtiyar Bonakdarpour President & Chief Technology Officer | 541.3K | — | 5.00M | — | 1.65M | 5.8K | 7.20M | 69.48% | ↗ |
| 8 | 2024 | Jonathan Allison Chief Administrative Officer | 514.6K | — | 2.70M | — | 1.56M | 22.6K | 4.80M | 56.32% | ↗ |
| 9 | 2024 | Megan Binkley Chief Financial Officer | 449.8K | — | 2.84M | — | 1.03M | 10.4K | 4.33M | 65.53% | ↗ |
| 10 | 2023 | Alexander Timm Chief Executive Officer | 750.0K | 2.60M | 2.12M | — | 3.21M | 10.1K | 8.69M | 24.42% | ↗ |
| 11 | 2023 | Mahtiyar Bonakdarpour President & Chief Technology Officer | 500.0K | 1.28M | 1.50M | — | 900.0K | 10.1K | 4.19M | 35.89% | ↗ |
| 12 | 2023 | Mahtiyar Bonakdarpour President Chief Technology Officer | 500.0K | 1.28M | 1.50M | — | 900.0K | 10.1K | 4.19M | 35.89% | ↗ |
| 13 | 2023 | Mahtiyar Bonakdarpour President and Chief Technology Officer | 500.0K | 1.28M | 1.50M | — | 900.0K | 10.1K | 4.19M | 35.89% | ↗ |
| 14 | 2023 | Jonathan Allison Chief Administrative Officer | 488.8K | 600.0K | 703.6K | — | 1.43M | 36.1K | 3.25M | 21.63% | ↗ |
| 15 | 2022 | Mahtiyar Bonakdarpour Chief Technology Officer | 500.0K | 500.0K | 8.05M | — | 594.0K | 9.3K | 9.66M | 83.40% | ↗ |
| 16 | 2022 | Mahtiyar Bonakdarpour President Chief Technology Officer | 500.0K | 500.0K | 8.05M | — | 594.0K | 9.3K | 9.66M | 83.40% | ↗ |
| 17 | 2022 | Mahtiyar Bonakdarpour President and Chief Technology Officer | 500.0K | 500.0K | 8.05M | — | 594.0K | 9.3K | 9.66M | 83.40% | ↗ |
| 18 | 2022 | Daniel Rosenthal Former Chief Revenue and Operations Officer and Chief Financial Officer | 500.0K | 5.48M | 2.31M | — | 750.0K | 9.3K | 9.05M | 25.53% | ↗ |
| 19 | 2022 | Alexander Timm Chief Executive Officer | 750.0K | — | 2.12M | — | 2.25M | 9.3K | 5.13M | 41.30% | ↗ |
| 20 | 2022 | Robert Bateman Former Chief Financial Officer | 346.2K | — | 1.18M | — | — | 19.1K | 1.54M | 76.31% | ↗ |
| 21 | 2022 | Hemal Shah Former Chief Product Officer | 92.3K | — | — | — | — | 9.2K | 101.5K | 0.00% | ↗ |
| 22 | 2021 | Anirban Kundu Former Chief Technology Officer | 182.7K | — | 23.08M | — | — | 4.1K | 23.27M | 99.20% | ↗ |
| 23 | 2021 | Hemal Shah Former Chief Product Officer | 373.5K | 1.00M | 7.06M | — | 220.0K | 8.9K | 8.67M | 81.51% | ↗ |
| 24 | 2021 | Alexander Timm Chief Executive Officer | 709.6K | — | 5.07M | — | — | 8.9K | 5.78M | 87.58% | ↗ |
| 25 | 2021 | Daniel Rosenthal Chief Revenue and Operations Officer and Former Chief Financial Officer | 478.8K | — | 2.92M | — | 468.8K | 8.9K | 3.88M | 75.34% | ↗ |
| 26 | 2021 | Daniel Rosenthal Former Chief Revenue and Operations Officer and Chief Financial Officer | 478.8K | — | 2.92M | — | 468.8K | 8.9K | 3.88M | 75.34% | ↗ |
| 27 | 2021 | Daniel Manges Former Chief Technology Officer | 240.4K | — | 2.92M | — | — | 68.8K | 3.23M | 90.43% | ↗ |
| 28 | 2020 | Alexander Timm Chief Executive Officer | 600.0K | — | — | — | 541.5K | 2.71M | 3.86M | 0.00% | ↗ |
| 29 | 2020 | Alexander Timm Chief Executive Officer | 600.0K | 541.5K | — | — | — | 2.71M | 3.86M | 0.00% | ↗ |
| 30 | 2020 | Daniel Manges Former Chief Technology Officer | 375.0K | — | — | — | 179.9K | 1.81M | 2.37M | 0.00% | ↗ |
| 31 | 2020 | Daniel Manges Chief Technology Officer | 375.0K | — | — | — | — | 1.81M | 2.37M | 0.00% | ↗ |
| 32 | 2020 | Daniel Rosenthal Chief Financial Officer | 475.0K | 687.7K | — | — | — | 776.7K | 1.94M | 0.00% | ↗ |
| 33 | 2020 | Daniel Rosenthal Former Chief Revenue and Operations Officer and Chief Financial Officer | 475.0K | — | — | — | 687.7K | 776.7K | 1.94M | 0.00% | ↗ |
| 34 | 2020 | Daniel Rosenthal Chief Revenue and Operations Officer and Former Chief Financial Officer | 475.0K | — | — | — | 687.7K | 776.7K | 1.94M | 0.00% | ↗ |
| 35 | 2019 | Daniel Rosenthal Chief Revenue and Operations Officer and Former Chief Financial Officer | 168.8K | — | — | 1.51M | 230.1K | — | 1.91M | 79.07% | ↗ |
| 36 | 2019 | Alexander Timm Chief Executive Officer | 298.3K | 795.0K | — | — | — | — | 1.09M | 0.00% | ↗ |
| 37 | 2019 | Alexander Timm Chief Executive Officer | 298.3K | — | — | — | 795.0K | — | 1.09M | 0.00% | ↗ |
| 38 | 2019 | Daniel Manges Chief Technology Officer | 250.0K | 180.0K | — | — | — | — | 430.0K | 0.00% | ↗ |
| 39 | 2019 | Daniel Manges Former Chief Technology Officer | 250.0K | — | — | — | 180.0K | — | 430.0K | 0.00% | ↗ |
| 40 | 2019 | Daniel Rosenthal Chief Financial Officer | 168.8K | 230.1K | — | — | — | — | 398.9K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Alexander Edward Timm | Founder, Chief Executive Officer & Chairman | 3M | male |
| Mahtiyar Bonakdarpour | President & Chief Technology Officer | 1M | male |
| Jonathan Alexander Allison | Chief Administrative Officer | 1M | male |
| Megan Nicole Binkley | Chief Financial Officer | 1M | female |
| Jason Shapiro | Senior Vice President of Business Development | — | male |
| Matthew Patrick LaMalva | Head of Investor Relations | — | male |
| Ryan William Forish | Chief Accounting Officer | — | male |
| Jodi Emmert Baker | Vice President, General Counsel & Secretary | — | male |
| Srini Srinivasan | Chief Information Security Officer & Head of IT | — | male |
| Kelly Ruoff | Chief Communications Officer | — | female |
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No House trading activity found for this company.
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Community Opinion for ROOT
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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