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SailPoint, Inc. (SAIL)

USD15.55 -2.14 (-12.10%)
US NASDAQ Technology Software - Infrastructure
Address 11120 Four Points Drive 78726
Austin, TX, US
CEO Mark D. McClain
IPO 2025-02-13
CIK 2030781 ISIN US78781J1097

Explore sections of this company profile

Description

SailPoint, Inc. delivers comprehensive enterprise identity security platforms to organizations across the Americas, Europe, the Middle East, Africa, and Asia-Pacific regions. The company's solutions effectively manage and secure a diverse range of identities, from human users (including employees and non-employees) to machine identities, while also governing access to sensitive data and critical applications. These offerings empower businesses to make smarter access decisions, optimize operational processes, and achieve a deeper understanding of their entire identity and access landscape. SailPoint's primary products are Identity Security Cloud, a cloud-native, SaaS-based platform designed for managing and securing access to vital data and applications for all enterprise identities, and IdentityIQ, a powerful identity security solution hosted directly by the customer. The company was founded in Austin, Texas, in 2005.

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
USD15.55 -2.14 (-12.10%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
2.01
Float Shares
76.05M
Free Float %
13.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.39% -19.71% +23.79% -5.37% -30.48% -27.73% -35.34% -33.55% -33.55% -33.55% -33.55%
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 (33 ratings, all time) Buy
Price Targets & DCF
Current price
15.55
Low 16.00 +2.9%
Consensus 18.91 +21.6%
Median 19.00 +22.2%
High 23.00 +47.9%
Ratings Trend (MoM) 88% Bullish
Rating 2026-05 Change
Strong Buy 6 0
Buy 15 +1
Hold 2 -1
Sell 1 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 11
18.73
+20.5%
Last Quarter 11
18.73
+20.5%
Last Year 26
21.73
+39.7%
All Time 43
29.58
+90.2%
Quality scores
Altman Z-Score
7.22
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
5 / 5
High
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Software - Infrastructure: +13.7%
    +24.4% Q2'26: +21.6% (vs Q2'25)
  • EPS growth Software - Infrastructure: +28.7%
    +73.7% Q2'26: +69.0% (vs Q2'25)
  • FCF margin FCF growth · Software - Infrastructure: +32.2%
    -18.1% Q2'26: +11.6% (vs Q2'25)
  • EBIT margin Software - Infrastructure: +8.8%
    -28.1% Q2'26: -28.5% (vs Q2'25)
  • ROIC Software - Infrastructure: +6.6%
    -4.6% Q2'26: -4.6% (vs Q2'25)
  • Share dilution Software - Infrastructure: +0.0%
    +2.8% Q2'26: +12.9% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Infrastructure: -1.06×
    -0.20× Q2'26: -0.05× (vs Q2'25)
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 (2.01) × ERP
WACC = 100% × Ke + 0% × Kd (136.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 15.55
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-06-12 B of A Securities Buy Neutral Downgrade
2026-06-10 RBC Capital Outperform Outperform Maintain
2026-06-09 BTIG Buy Buy Maintain
2026-06-02 Barclays Overweight Overweight Maintain
2026-05-21 Wells Fargo Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-06-12 B+ 3/5 5/5 1/5 1/5 5/5 1/5 5/5
2026-06-11 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-06-10 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-06-09 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-06-08 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-06-05 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-06-04 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-06-03 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-06-02 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-06-01 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-05-28 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-05-27 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-05-26 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-05-22 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-05-21 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-05-20 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-05-19 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-05-18 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-05-15 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-05-14 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-05-13 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-05-12 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-05-11 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-05-08 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-05-07 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-05-06 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-05-05 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-05-04 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-05-01 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-04-30 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-04-29 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-04-28 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-04-27 B 3/5 5/5 1/5 1/5 4/5 1/5 4/5
2026-04-24 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-23 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-22 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-21 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-20 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-17 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-16 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
64.92M
OE per share TTM
0.10
Owner's Yield
0.79%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
6.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
227
Total invested
7.35B
Insider transactions (90d)
0
Beneficial owners (>5%)
9
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 of 13 Pages 33.01M 37.90% 13.00 33.01M 33.01M PN Delaware 2018-02-13
2 (1) BlackRock, Inc. 11.70M 12.50% 11.53M 11.70M HC Delaware 2022-01-27
3 JPMORGAN CHASE & CO13-2624428 7.36M 8.30% 6.94M 7.35M 933.00 HC Delaware 2019-01-14
4 Vanguard Group - 23-1945930 6.65M 7.58% 142.3K 8.6K 6.51M 145.0K EP, IN Pennsylvania 2019-02-12
5 HMI Capital Management, L.P. 5.57M 6.13% 5.57M 5.57M IA Delaware 2021-02-17
6 HMI Capital, LLC 5.54M 6.11% 5.54M 5.54M IA Delaware 2020-11-02
7 SoMa Equity Partners, LP 5.25M 5.63% 5.25M 5.25M IA Delaware 2022-02-11
8 HMI Capital Partners, L.P. 5.12M 5.64% 5.12M 5.12M PN Delaware 2021-02-17
9 13-4064930 114.9K 0.10% 114.9K 111.1K IA Delaware 2020-02-18

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
227
+13 vs prev Q
New positions
59
Closed positions
48
Increased
143
Reduced
54
Put/Call ratio
0.46
Calls held
227.0K
Puts held
104.6K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 THOMA BRAVO, L.P. 479.84M +— (+0.0%) 9.71B -887.7M (-8.4%) 86.07% -9.896 pp 95.40% +4.590 pp USD18.75 +7.9% 4 qtrs
2 CYPRESS POINT INVESTMENT MANAGEMENT LP 276.2K +276.2K (+100.0%) 5.60B +5.6B (+100.0%) 0.05% +0.050 pp 1.20% +1.204 pp USD20.23 +0.0% 1 qtrs NEW
3 NORGES BANK 11.60M +11.6M (+100.0%) 234.68M +234.7M (+100.0%) 2.08% +2.081 pp 0.03% +0.025 pp USD20.23 +0.0% 1 qtrs NEW
4 DRAGONEER INVESTMENT GROUP, LLC 8.00M +— (+0.0%) 161.84M -14.8M (-8.4%) 1.43% -0.165 pp 3.53% -0.371 pp USD18.75 +7.9% 4 qtrs
5 VOYA INVESTMENT MANAGEMENT LLC 5.32M +1.0M (+23.5%) 107.62M +12.5M (+13.1%) 0.95% +0.092 pp 0.11% +0.011 pp USD20.09 +0.7% 4 qtrs
6 VANGUARD GROUP INC 5.19M -131.4K (-2.5%) 104.92M -12.5M (-10.6%) 0.93% -0.133 pp 0.00% 0.000 pp USD18.95 +6.8% 4 qtrs
7 UBS GROUP AG 3.91M -214.3K (-5.2%) 79.17M -12.0M (-13.1%) 0.70% -0.124 pp 0.01% -0.001 pp USD21.47 -5.8% 4 qtrs
8 BLACKROCK, INC. 3.59M +681.5K (+23.4%) 72.61M +8.4M (+13.1%) 0.64% +0.062 pp 0.00% +0.000 pp USD19.32 +4.7% 4 qtrs
9 GW&K INVESTMENT MANAGEMENT, LLC 3.22M -177.5K (-5.2%) 65.10M -9.9M (-13.2%) 0.58% -0.102 pp 0.56% -0.100 pp USD22.52 -10.2% 4 qtrs
10 LUNATE CAPITAL LTD 3.00M +— (+0.0%) 60.69M -5.6M (-8.4%) 0.54% -0.062 pp 22.97% +12.983 pp USD18.75 +7.9% 4 qtrs
11 ALLIANCEBERNSTEIN L.P. 2.43M -249.5K (-9.3%) 49.17M -10.0M (-16.9%) 0.44% -0.100 pp 0.02% -0.003 pp USD19.33 +4.7% 4 qtrs
12 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 2.43M -443.6K (-15.5%) 49.08M -14.3M (-22.5%) 0.44% -0.139 pp 0.07% -0.028 pp USD22.85 -11.5% 3 qtrs
13 NZS CAPITAL, LLC 1.96M +212.5K (+12.2%) 39.64M +1.1M (+2.8%) 0.35% +0.002 pp 1.22% +0.035 pp USD21.93 -7.8% 4 qtrs
14 STEPHENS INVESTMENT MANAGEMENT GROUP LLC 1.92M +237.8K (+14.2%) 38.79M +1.7M (+4.6%) 0.34% +0.008 pp 0.51% +0.024 pp USD19.81 +2.1% 4 qtrs
15 ARTISAN PARTNERS LIMITED PARTNERSHIP 1.74M +1.7M (+100.0%) 35.20M +35.2M (+100.0%) 0.31% +0.312 pp 0.05% +0.053 pp USD20.23 +0.0% 1 qtrs NEW
16 AMERIPRISE FINANCIAL INC 1.69M +93.3K (+5.9%) 34.15M -1.1M (-3.0%) 0.30% -0.016 pp 0.01% 0.000 pp USD20.84 -2.9% 4 qtrs
17 CITADEL ADVISORS LLC 1.65M +1.4M (+716.7%) 33.42M +29.0M (+648.3%) 0.30% +0.256 pp 0.01% +0.004 pp USD20.05 +0.9% 4 qtrs
18 CLEARBRIDGE INVESTMENTS, LLC 1.64M -8.3K (-0.5%) 33.11M -3.2M (-8.8%) 0.29% -0.035 pp 0.03% -0.001 pp USD18.77 +7.8% 4 qtrs
19 GEODE CAPITAL MANAGEMENT, LLC 1.55M +6.0K (+0.4%) 31.41M -2.7M (-8.0%) 0.28% -0.031 pp 0.00% 0.000 pp USD19.87 +1.8% 4 qtrs
20 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 1.41M +255.7K (+22.1%) 26.77M +403.6K (+1.5%) 0.25% +0.022 pp 0.04% +0.001 pp USD21.75 -7.0% 2 qtrs
21 BANK OF AMERICA CORP /DE/ 1.26M +144.4K (+12.9%) 25.49M +857.0K (+3.5%) 0.23% +0.003 pp 0.00% +0.000 pp USD20.91 -3.3% 4 qtrs
22 STATE STREET CORP 1.22M +198.8K (+19.4%) 24.76M +2.1M (+9.4%) 0.22% +0.015 pp 0.00% +0.000 pp USD21.44 -5.6% 4 qtrs
23 POINT72 ASSET MANAGEMENT, L.P. 1.08M +285.1K (+35.8%) 21.86M +4.3M (+24.5%) 0.19% +0.035 pp 0.02% -0.005 pp USD19.14 +5.7% 4 qtrs
24 BARCLAYS PLC 1.05M +461.7K (+78.4%) 21.26M +8.2M (+63.4%) 0.19% +0.071 pp 0.01% +0.002 pp USD20.72 -2.4% 4 qtrs
25 SCHONFELD STRATEGIC ADVISORS LLC 1.03M +1.0M (+100.0%) 20.78M +20.8M (+100.0%) 0.18% +0.184 pp 0.09% +0.092 pp USD20.23 +0.0% 1 qtrs NEW
26 MAVERICK CAPITAL LTD 966.1K +— (+0.0%) 19.54M -1.8M (-8.4%) 0.17% -0.020 pp 0.21% -0.075 pp USD18.75 +7.9% 4 qtrs
27 DAVENTRY GROUP, LP 933.6K +93.6K (+11.1%) 18.89M +338.6K (+1.8%) 0.17% -0.001 pp 12.56% -0.567 pp USD21.89 -7.6% 2 qtrs
28 BAMCO INC /NY/ 898.8K -207.8K (-18.8%) 18.18M -6.3M (-25.6%) 0.16% -0.060 pp 0.05% -0.016 pp USD19.55 +3.5% 4 qtrs
29 BANK OF NEW YORK MELLON CORP 814.3K +151.1K (+22.8%) 16.47M +1.8M (+12.5%) 0.15% +0.013 pp 0.00% +0.000 pp USD22.12 -8.5% 4 qtrs
30 BROWN ADVISORY INC 793.1K +349.5K (+78.8%) 16.04M +6.2M (+63.8%) 0.14% +0.054 pp 0.02% +0.010 pp USD21.26 -4.8% 2 qtrs
31 OFI INVEST ASSET MANAGEMENT 905.7K +401.4K (+79.6%) 15.60M +6.1M (+64.6%) 0.16% +0.062 pp 0.22% +0.023 pp USD21.26 -4.8% 2 qtrs
32 GOLDMAN SACHS GROUP INC 732.3K -32.2K (-4.2%) 14.81M -2.1M (-12.2%) 0.13% -0.022 pp 0.00% 0.000 pp USD20.84 -2.9% 4 qtrs
33 FRANKLIN RESOURCES INC 715.3K -581.8K (-44.9%) 14.47M -14.2M (-49.5%) 0.13% -0.131 pp 0.00% -0.004 pp USD18.75 +7.9% 4 qtrs
34 APERTURE INVESTORS, LLC 577.4K -151.4K (-20.8%) 11.68M -4.4M (-27.4%) 0.10% -0.042 pp 1.33% -0.870 pp USD21.15 -4.3% 4 qtrs
35 PRICE T ROWE ASSOCIATES INC /MD/ 537.5K +5.9K (+1.1%) 10.88M -863.0K (-7.4%) 0.10% -0.010 pp 0.00% 0.000 pp USD18.77 +7.8% 4 qtrs
36 BALYASNY ASSET MANAGEMENT L.P. 535.5K +299.4K (+126.8%) 10.83M +5.6M (+107.8%) 0.10% +0.049 pp 0.01% +0.007 pp USD20.64 -2.0% 4 qtrs
37 FREESTONE GROVE PARTNERS LP 500.0K +205.6K (+69.8%) 10.12M +3.6M (+55.6%) 0.09% +0.031 pp 0.07% +0.025 pp USD19.36 +4.5% 4 qtrs
38 SEVEN GRAND MANAGERS, LLC 500.0K +— (+0.0%) 10.12M -925.0K (-8.4%) 0.09% -0.010 pp 0.77% -0.126 pp USD18.75 +7.9% 4 qtrs
39 BURKEHILL GLOBAL MANAGEMENT, LP 450.0K +— (+0.0%) 9.10M -832.5K (-8.4%) 0.08% -0.009 pp 0.60% +0.035 pp USD18.75 +7.9% 4 qtrs
40 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 433.8K +4.4K (+1.0%) 8.78M -706.4K (-7.4%) 0.08% -0.008 pp 0.00% 0.000 pp USD19.23 +5.2% 4 qtrs
41 WOODLINE PARTNERS LP 428.4K +— (+0.0%) 8.67M -792.5K (-8.4%) 0.08% -0.009 pp 0.03% -0.011 pp USD18.75 +7.9% 4 qtrs
42 SOROS FUND MANAGEMENT LLC 425.0K -871.4K (-67.2%) 8.60M -20.0M (-70.0%) 0.08% -0.183 pp 0.10% -0.308 pp USD19.72 +2.6% 4 qtrs
43 ODDO BHF ASSET MANAGEMENT SAS 397.5K +397.5K (+100.0%) 8.04M +8.0M (+100.0%) 0.07% +0.071 pp 0.30% +0.301 pp USD20.23 +0.0% 1 qtrs NEW
44 NEW YORK STATE COMMON RETIREMENT FUND 382.9K +351.3K (+1,111.7%) 7.75M +7.0M (+1,010.2%) 0.07% +0.062 pp 0.01% +0.009 pp USD20.43 -1.0% 3 qtrs
45 SEI INVESTMENTS CO 343.6K +106.9K (+45.1%) 6.95M +1.7M (+33.0%) 0.06% +0.014 pp 0.01% +0.001 pp USD21.50 -5.9% 2 qtrs
46 MORGAN STANLEY 334.0K -2.5K (-0.7%) 6.76M -673.2K (-9.1%) 0.06% -0.007 pp 0.00% +0.000 pp USD21.83 -7.3% 4 qtrs
47 WALLEYE CAPITAL LLC 333.5K +155.5K (+87.4%) 6.75M +2.8M (+71.7%) 0.06% +0.024 pp 0.02% +0.006 pp USD20.73 -2.4% 4 qtrs
48 ENVESTNET ASSET MANAGEMENT INC 324.7K -71.1K (-18.0%) 6.57M -2.2M (-24.8%) 0.06% -0.021 pp 0.00% -0.001 pp USD19.52 +3.6% 4 qtrs
49 PICTON MAHONEY ASSET MANAGEMENT 285.9K +285.9K (+100.0%) 5.78M +5.8M (+100.0%) 0.05% +0.051 pp 0.04% +0.045 pp USD20.23 +0.0% 4 qtrs
50 NORTHERN TRUST CORP 259.8K -11.7K (-4.3%) 5.26M -738.3K (-12.3%) 0.05% -0.008 pp 0.00% 0.000 pp USD20.98 -3.6% 4 qtrs
51 259.5K +259.5K (+100.0%) 5.25M +5.3M (+100.0%) 0.05% +0.047 pp 0.04% +0.039 pp USD20.23 +0.0% 1 qtrs NEW
52 HODGES CAPITAL MANAGEMENT INC. 251.4K +12.1K (+5.1%) 5.09M -197.0K (-3.7%) 0.05% -0.003 pp 0.44% -0.015 pp USD21.99 -8.0% 2 qtrs
53 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 200.0K +200.0K (+100.0%) 4.05M +4.0M (+100.0%) 0.04% +0.036 pp 0.08% +0.084 pp USD20.23 +0.0% 1 qtrs NEW
54 HUDSON BAY CAPITAL MANAGEMENT LP 198.9K +17.9K (+9.9%) 4.02M +26.7K (+0.7%) 0.04% -0.001 pp 0.01% +0.000 pp USD18.88 +7.2% 4 qtrs
55 ALLIANZ ASSET MANAGEMENT GMBH 189.9K +3.5K (+1.9%) 3.84M -274.5K (-6.7%) 0.03% -0.003 pp 0.00% -0.001 pp USD18.78 +7.7% 4 qtrs
56 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 202.3K +— (+0.0%) 3.83M -633.1K (-14.2%) 0.04% -0.004 pp 0.00% -0.001 pp USD22.08 -8.4% 2 qtrs
57 RAYMOND JAMES FINANCIAL INC 187.5K -28.5K (-13.2%) 3.79M -975.6K (-20.5%) 0.03% -0.010 pp 0.00% 0.000 pp USD19.43 +4.1% 4 qtrs
58 FIRST TRUST ADVISORS LP 179.9K +33.2K (+22.6%) 3.64M +400.3K (+12.4%) 0.03% +0.003 pp 0.00% +0.000 pp USD22.37 -9.6% 3 qtrs
59 SUSQUEHANNA INTERNATIONAL GROUP, LLP 176.9K +62.9K (+55.1%) 3.58M +1.1M (+42.1%) 0.03% +0.009 pp 0.00% +0.000 pp USD21.42 -5.6% 2 qtrs
60 NUVEEN, LLC 169.6K -882.0 (-0.5%) 3.43M -333.3K (-8.9%) 0.03% -0.004 pp 0.00% 0.000 pp USD20.76 -2.6% 4 qtrs
61 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 167.0K +— (+0.0%) 3.40M -285.8K (-7.7%) 0.03% -0.003 pp 0.01% -0.001 pp USD20.29 -0.3% 4 qtrs
62 QUANTBOT TECHNOLOGIES LP 164.6K +164.6K (+100.0%) 3.33M +3.3M (+100.0%) 0.03% +0.030 pp 0.11% +0.111 pp USD20.23 +0.0% 3 qtrs
63 KEENAN CAPITAL, LLC 164.5K +— (+0.0%) 3.33M -304.4K (-8.4%) 0.03% -0.003 pp 0.61% -0.103 pp USD18.75 +7.9% 4 qtrs
64 GHISALLO CAPITAL MANAGEMENT LLC 150.0K -300.0K (-66.7%) 3.03M -6.9M (-69.5%) 0.03% -0.063 pp 0.14% -0.190 pp USD18.75 +7.9% 4 qtrs
65 NATIXIS ADVISORS, L.P. 137.0K -7.5K (-5.2%) 2.77M -418.0K (-13.1%) 0.02% -0.004 pp 0.00% -0.001 pp USD21.36 -5.3% 4 qtrs
66 ROYAL BANK OF CANADA 115.9K -193.3K (-62.5%) 2.35M -4.5M (-65.6%) 0.02% -0.041 pp 0.00% -0.001 pp USD21.97 -7.9% 4 qtrs
67 CERITY PARTNERS LLC 115.6K +923.0 (+0.8%) 2.34M -193.5K (-7.6%) 0.02% -0.002 pp 0.00% -0.001 pp USD22.64 -10.6% 3 qtrs
68 ONE8ZERO8, LLC 105.6K +2.1K (+2.0%) 2.14M -150.0K (-6.6%) 0.02% -0.002 pp 0.47% -0.028 pp USD22.42 -9.8% 3 qtrs
69 MAIN MANAGEMENT ETF ADVISORS, LLC 102.6K +1.0K (+1.0%) 2.08M -167.0K (-7.4%) 0.02% -0.002 pp 0.07% -0.009 pp USD22.06 -8.3% 2 qtrs
70 MILLENNIUM MANAGEMENT LLC 100.0K +100.0K (+100.0%) 2.02M +2.0M (+100.0%) 0.02% +0.018 pp 0.00% +0.001 pp USD20.23 +0.0% 1 qtrs NEW
71 STIFEL FINANCIAL CORP 99.9K +71.0 (+0.1%) 2.02M -183.2K (-8.3%) 0.02% -0.002 pp 0.00% 0.000 pp USD22.08 -8.4% 4 qtrs
72 MARIDEA WEALTH MANAGEMENT LLC 89.8K +89.8K (+100.0%) 1.82M +1.8M (+100.0%) 0.02% +0.016 pp 0.27% +0.273 pp USD20.23 +0.0% 1 qtrs NEW
73 VERITION FUND MANAGEMENT LLC 87.1K -25.3K (-22.5%) 1.76M -719.0K (-29.0%) 0.02% -0.007 pp 0.01% -0.003 pp USD22.54 -10.2% 3 qtrs
74 JPMORGAN CHASE & CO 85.9K -9.7K (-10.1%) 1.74M -373.0K (-17.7%) 0.02% -0.004 pp 0.00% +0.000 pp USD22.33 -9.4% 3 qtrs
75 MARSHALL WACE, LLP 85.2K +22.9K (+36.9%) 1.72M +349.1K (+25.4%) 0.02% +0.003 pp 0.00% +0.000 pp USD22.15 -8.7% 3 qtrs
76 PERSISTENT ASSET PARTNERS LTD 69.2K +— (+0.0%) 1.40M -127.9K (-8.4%) 0.01% -0.001 pp 0.63% -0.421 pp USD22.08 -8.4% 2 qtrs
77 STATE OF WISCONSIN INVESTMENT BOARD 65.5K +45.1K (+220.8%) 1.33M +874.8K (+193.9%) 0.01% +0.008 pp 0.00% +0.002 pp USD19.77 +2.3% 4 qtrs
78 BRINKER CAPITAL INVESTMENTS, LLC 59.3K -13.6K (-18.6%) 1.20M -409.3K (-25.4%) 0.01% -0.004 pp 0.01% -0.004 pp USD22.63 -10.6% 3 qtrs
79 INVESCO LTD. 57.9K -1.4K (-2.4%) 1.17M -138.2K (-10.6%) 0.01% -0.002 pp 0.00% +0.000 pp USD22.79 -11.2% 3 qtrs
80 VIDENT ADVISORY, LLC 55.8K +3.4K (+6.4%) 1.13M -28.9K (-2.5%) 0.01% -0.001 pp 0.01% -0.001 pp USD20.13 +0.5% 4 qtrs
81 OPPENHEIMER ASSET MANAGEMENT INC. 54.8K -5.8K (-9.6%) 1.11M -230.2K (-17.2%) 0.01% -0.002 pp 0.01% -0.001 pp USD19.61 +3.2% 4 qtrs
82 AXQ CAPITAL, LP 53.7K +18.2K (+51.2%) 1.09M +301.9K (+38.5%) 0.01% +0.003 pp 0.24% -0.055 pp USD21.45 -5.7% 2 qtrs
83 RHUMBLINE ADVISERS 50.6K +5.9K (+13.1%) 1.02M +35.7K (+3.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD22.56 -10.3% 3 qtrs
84 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 45.0K +45.0K (+100.0%) 909.9K +909.9K (+100.0%) 0.01% +0.008 pp 0.00% +0.002 pp USD20.23 +0.0% 1 qtrs NEW
85 AQR CAPITAL MANAGEMENT LLC 44.5K +35.1K (+370.3%) 900.8K +691.7K (+330.9%) 0.01% +0.006 pp 0.00% +0.000 pp USD20.62 -1.9% 2 qtrs
86 WELLS FARGO & COMPANY/MN 43.5K +23.3K (+116.0%) 879.2K +435.0K (+97.9%) 0.01% +0.004 pp 0.00% +0.000 pp USD20.40 -0.8% 4 qtrs
87 CITIGROUP INC 42.9K +14.4K (+50.4%) 867.5K +237.8K (+37.8%) 0.01% +0.002 pp 0.00% +0.000 pp USD21.40 -5.5% 4 qtrs
88 TRUIST FINANCIAL CORP 42.0K -137.1K (-76.6%) 849.2K -3.1M (-78.5%) 0.01% -0.028 pp 0.00% -0.004 pp USD19.88 +1.8% 4 qtrs
89 MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 40.1K -5.6K (-12.3%) 812.0K -198.3K (-19.6%) 0.01% -0.002 pp 0.00% -0.001 pp USD22.60 -10.5% 3 qtrs
90 QUANTINNO CAPITAL MANAGEMENT LP 39.8K -679.0 (-1.7%) 806.1K -88.7K (-9.9%) 0.01% -0.001 pp 0.00% -0.001 pp USD22.08 -8.4% 2 qtrs
91 LPL FINANCIAL LLC 39.6K +8.5K (+27.4%) 801.5K +114.7K (+16.7%) 0.01% +0.001 pp 0.00% +0.000 pp USD20.97 -3.5% 4 qtrs
92 ALPS ADVISORS INC 39.0K -2.7K (-6.4%) 789.5K -131.3K (-14.3%) 0.01% -0.001 pp 0.00% -0.001 pp USD22.08 -8.4% 2 qtrs
93 RENAISSANCE CAPITAL LLC 38.3K -38.1K (-49.9%) 774.3K -912.3K (-54.1%) 0.01% -0.008 pp 0.56% -0.387 pp USD20.03 +1.0% 4 qtrs
94 MANUFACTURERS LIFE INSURANCE COMPANY, THE 37.9K -3.2K (-7.8%) 766.6K -141.1K (-15.5%) 0.01% -0.001 pp 0.00% 0.000 pp USD22.08 -8.4% 2 qtrs
95 AMI ASSET MANAGEMENT CORP 36.7K +15.2K (+70.9%) 743.3K +268.5K (+56.6%) 0.01% +0.002 pp 0.04% +0.016 pp USD21.31 -5.1% 2 qtrs
96 SG AMERICAS SECURITIES, LLC 31.2K +2.6K (+9.0%) 631.0K -1.0K (-0.2%) 0.01% 0.000 pp 0.00% -0.001 pp USD21.93 -7.8% 2 qtrs
97 WALLEYE TRADING LLC 30.7K +28.1K (+1,080.8%) 621.1K +563.7K (+981.8%) 0.01% +0.005 pp 0.00% +0.001 pp USD20.44 -1.0% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 96 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Global X - Cybersecurity UCITS ETF BUG.L 4.05% 3.02M 0.50%
2 Global X - Cybersecurity ETF BUG 3.70% 45.23M 0.50%
3 WisdomTree Cybersecurity UCITS ETF - USD Acc WCBR.L 3.21% 14.47M 0.45%
4 WisdomTree Cybersecurity Fund WCBR 3.19% 3.41M 0.45%
5 WisdomTree Cloud Computing Fund WCLD 1.42% 3.57M 0.45%
6 WisdomTree Cloud Computing UCITS ETF WCLD.L 1.36% 3.75M 0.40%
7 iShares Cybersecurity and Tech ETF IHAK 1.27% 12.57M 0.47%
8 State Street SPDR S&P Kensho Future Security ETF FITE 1.21% 1.80M 0.45%
9 ALPS Disruptive Technologies ETF DTEC 1.00% 709.0K 0.50%
10 Goldman Sachs Small Cap Equity ETF GSC 0.71% 2.04M 0.80%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
13
Shares acquired
Shares disposed
601.8K
Cash buys
Cash sales
Net activity
-601,787
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
2022-08-16 Summers Grady Officer D-Return D Common Stock 227,279 0.00 0
2022-08-16 Sullivan Michael J Director D-Return D Common Stock 17,734 0.00 0
2022-08-16 Schmitt Christopher Officer D-Return D Stock Option (right to buy) 29,646 0.00 0
2022-08-16 Ramakrishna Sudhakar Director D-Return D Common Stock 6,517 0.00 0
2022-08-16 Pflaging James Michael Director D-Return D Common Stock 27,285 0.00 0
2022-08-16 Newell Tracey Director D-Return D Common Stock 19,492 0.00 0
2022-08-16 Mills Matt Officer D-Return D Stock Option (right to buy) 50,279 0.00 0
2022-08-16 Melin Heidi M Director D-Return D Common Stock 16,145 0.00 0
2022-08-16 McMartin James Cameron Director D-Return D Stock Option (right to buy) 47,917 12.00 575.0K 0
2022-08-16 McClain Mark D. Director / Officer D-Return D Common Stock 48,000 0.00 0
2022-08-16 Healy Colleen Officer D-Return D Common Stock 126,903 0.00 0
2022-08-16 Green Ronald J Director D-Return D Common Stock 5,914 0.00 0
2022-08-16 BOCK WILLIAM G Director D-Return D Common Stock 81,081 0.00 0
2022-05-28 Summers Grady Officer F-InKind D Common Stock 6,171 63.17 389.8K 229,173
2022-05-28 Mills Matt Officer F-InKind D Common Stock 816 63.17 51.5K 161,318
2022-04-28 Sullivan Michael J Director A-Award A Common Stock 3,220 0.00 17,734
2022-04-28 Ramakrishna Sudhakar Director A-Award A Common Stock 3,220 0.00 6,517
2022-04-28 Pflaging James Michael Director A-Award A Common Stock 3,220 0.00 27,285
2022-04-28 Newell Tracey Director A-Award A Common Stock 3,220 0.00 19,492
2022-04-28 Melin Heidi M Director A-Award A Common Stock 3,220 0.00 16,145
2022-04-28 Green Ronald J Director A-Award A Common Stock 3,220 0.00 5,914
2022-04-28 BOCK WILLIAM G Director A-Award A Common Stock 3,220 0.00 81,081
2022-03-16 Healy Colleen Officer D Common Stock 0 0.00 126,903
2022-03-15 Schmitt Christopher Officer S-Sale D Common Stock 1,100 41.22 45.3K 59,919
2022-03-15 McClain Mark D. Director / Officer S-Sale D Common Stock 25,000 40.80 1.02M 720,192
2022-03-02 Mills Matt Officer S-Sale D Common Stock 4,063 44.90 182.4K 162,134
2022-03-01 Newell Tracey Director S-Sale D Common Stock 1,750 44.51 77.9K 16,272
2022-02-28 Summers Grady Officer F-InKind D Common Stock 612 41.37 25.3K 235,344
2022-02-28 Schmitt Christopher Officer F-InKind D Common Stock 257 41.37 10.6K 62,125
2022-02-28 Mills Matt Officer F-InKind D Common Stock 711 41.37 29.4K 166,795
2022-02-28 McMartin James Cameron Director / Officer F-InKind D Common Stock 855 41.37 35.4K 48,506
2022-02-28 McClain Mark D. Director / Officer F-InKind D Common Stock 2,871 41.37 118.8K 746,848
2022-02-18 Summers Grady Officer S-Sale D Common Stock 9,000 39.27 353.4K 239,949
2022-02-15 Schmitt Christopher Officer M-Exempt A Common Stock 1,370 12.00 16.4K 65,713
2022-02-15 McClain Mark D. Director / Officer S-Sale D Common Stock 5,000 40.21 201.1K 260,994
2022-02-15 BOCK WILLIAM G Director S-Sale D Common Stock 2,500 40.23 100.6K 77,861
2022-02-10 Summers Grady Officer A-Award A Stock Option (right to buy) 46,587 39.75 1.85M 46,587
2022-02-10 Schmitt Christopher Officer A-Award A Common Stock 27,529 0.00 64,343
2022-02-10 Mills Matt Officer A-Award A Stock Option (right to buy) 67,763 39.75 2.69M 67,763
2022-02-10 McClain Mark D. Director / Officer A-Award A Stock Option (right to buy) 118,586 39.75 4.71M 118,586
2022-01-28 McMartin James Cameron Director / Officer F-InKind D Common Stock 1,010 36.45 36.8K 49,361
2022-01-18 Schmitt Christopher Officer M-Exempt D Stock Option (right to buy) 1,375 12.00 16.5K 16,466
2022-01-18 McClain Mark D. Director / Officer S-Sale D Common Stock 15,000 41.28 619.2K 265,994
2022-01-10 Mills Matt Officer S-Sale D Common Stock 2,975 43.03 128.0K 107,839
2021-12-28 McMartin James Cameron Director / Officer F-InKind D Common Stock 855 48.46 41.4K 50,371
2021-12-15 Schmitt Christopher Officer S-Sale D Common Stock 1,259 46.72 58.8K 39,536
2021-12-15 McClain Mark D. Director / Officer S-Sale D Common Stock 5,000 46.44 232.2K 280,994
2021-12-07 McClain Mark D. Director / Officer G-Gift A Common Stock 20,000 0.00 48,000
2021-12-01 Newell Tracey Director S-Sale D Common Stock 1,750 52.48 91.8K 18,022
2021-12-01 Domagalski Eric Officer S-Sale D Common Stock 1,192 53.23 63.5K 31,486
2021-11-28 Summers Grady Officer F-InKind D Common Stock 6,162 51.89 319.7K 206,434
2021-11-28 Schmitt Christopher Officer F-InKind D Common Stock 414 51.89 21.5K 40,795
2021-11-28 Mills Matt Officer F-InKind D Common Stock 1,149 51.89 59.6K 110,814
2021-11-28 McMartin James Cameron Director / Officer F-InKind D Common Stock 855 51.89 44.4K 51,226
2021-11-28 McClain Mark D. Director / Officer F-InKind D Common Stock 1,656 51.89 85.9K 859,152
2021-11-28 Domagalski Eric Officer F-InKind D Common Stock 88 51.89 4.6K 32,678
2021-11-20 Schmitt Christopher Officer F-InKind D Common Stock 2,870 56.91 163.3K 41,784
2021-11-20 McClain Mark D. Director / Officer F-InKind D Common Stock 9,838 56.91 559.9K 863,679
2021-11-19 Summers Grady Officer S-Sale D Common Stock 9,000 57.76 519.9K 212,596
2021-11-15 Schmitt Christopher Officer M-Exempt D Stock Option (right to buy) 3,070 12.00 36.8K 19,211
2021-11-15 McMartin James Cameron Director / Officer S-Sale D Common Stock 1,750 59.54 104.2K 52,081
2021-11-15 McClain Mark D. Director / Officer S-Sale D Common Stock 5,000 59.66 298.3K 285,994
2021-11-15 BOCK WILLIAM G Director S-Sale D Common Stock 2,500 59.64 149.1K 80,361
2021-11-11 Mills Matt Officer M-Exempt D Stock Option (right to buy) 9,102 21.97 200.0K 140,186
2021-10-28 McMartin James Cameron Director / Officer F-InKind D Common Stock 855 47.62 40.7K 57,081
2021-10-15 Schmitt Christopher Officer M-Exempt D Stock Option (right to buy) 3,075 12.00 36.9K 22,281
2021-10-15 McClain Mark D. Director / Officer S-Sale D Common Stock 25,000 46.75 1.17M 898,517
2021-10-01 Melin Heidi M Director S-Sale D Common Stock 2,389 43.12 103.0K 12,925
2021-09-28 McMartin James Cameron Director / Officer F-InKind D Common Stock 879 43.86 38.6K 57,936
2021-09-15 Schmitt Christopher Officer M-Exempt A Common Stock 165 12.00 2.0K 46,341
2021-09-15 McMartin James Cameron Director / Officer S-Sale D Common Stock 5,000 46.80 234.0K 58,815
2021-09-15 McClain Mark D. Director / Officer S-Sale D Common Stock 5,000 47.11 235.6K 305,994
2021-09-01 Newell Tracey Director S-Sale D Common Stock 1,750 46.87 82.0K 19,772
2021-09-01 Domagalski Eric Officer S-Sale D Common Stock 1,191 47.10 56.1K 33,063
2021-08-30 Mills Matt Officer S-Sale D Common Stock 1,769 47.02 83.2K 103,827
2021-08-30 McMartin James Cameron Director / Officer A-Award A Common Stock 21,052 0.00 63,815
2021-08-30 Domagalski Eric Officer A-Award A Common Stock 8,421 0.00 34,254
2021-08-28 Summers Grady Officer F-InKind D Common Stock 6,162 48.65 299.8K 222,340
2021-08-28 Schmitt Christopher Officer F-InKind D Common Stock 414 48.65 20.1K 46,176
2021-08-28 Ream Jason Officer F-InKind D Common Stock 690 48.65 33.6K 107,216
2021-08-28 Mills Matt Officer F-InKind D Common Stock 966 48.65 47.0K 105,596
2021-08-28 McClain Mark D. Director / Officer F-InKind D Common Stock 1,656 48.65 80.6K 948,517
2021-08-28 Domagalski Eric Officer F-InKind D Common Stock 88 48.65 4.3K 25,833
2021-08-27 Summers Grady Officer F-InKind D Common Stock 744 48.65 36.2K 221,596
2021-08-24 Domagalski Eric Officer S-Sale D Common Stock 1,613 44.75 72.2K 26,218
2021-08-23 Mills Matt Officer S-Sale D Common Stock 11,317 43.76 495.2K 107,711
2021-08-20 Mills Matt Officer F-InKind D Common Stock 7,344 43.09 316.5K 119,028
2021-08-20 Domagalski Eric Officer F-InKind D Common Stock 520 43.09 22.4K 27,831
2021-08-16 Schmitt Christopher Officer M-Exempt A Common Stock 3,655 3.17 11.6K 50,820
2021-08-16 McClain Mark D. Director / Officer S-Sale D Common Stock 25,000 44.12 1.10M 953,044
2021-08-16 BOCK WILLIAM G Director S-Sale D Common Stock 2,500 43.61 109.0K 82,861
2021-07-27 Green Ronald J Director A-Award A Common Stock 2,694 0.00 2,694
2021-07-15 Schmitt Christopher Officer S-Sale D Common Stock 300 47.45 14.2K 47,165
2021-07-15 McClain Mark D. Director / Officer S-Sale D Common Stock 45,000 46.96 2.11M 315,994
2021-06-30 Domagalski Eric Officer S-Sale D Common Stock 1,855 52.74 97.8K 22,570
2021-06-24 Sullivan Michael J Director S-Sale D Common Stock 8,255 53.19 439.1K 14,514
2021-06-15 McMartin James Cameron Director S-Sale D Common Stock 5,000 46.63 233.1K 42,763
2021-06-15 McClain Mark D. Director / Officer S-Sale D Common Stock 2,000 47.03 94.1K 30,000
2021-06-14 Ramakrishna Sudhakar Director A-Award A Common Stock 3,297 0.00 3,297
2021-06-14 BOCK WILLIAM G Director S-Sale D Common Stock 2,500 47.10 117.8K 85,361
2021-06-02 Melin Heidi M Director S-Sale D Common Stock 3,000 45.97 137.9K 15,314
2021-06-01 Ream Jason Officer M-Exempt A Common Stock 3,673 17.56 64.5K 124,055
2021-06-01 Mills Matt Officer S-Sale D Common Stock 1,769 45.56 80.6K 126,372
2021-06-01 Melin Heidi M Director S-Sale D Common Stock 3,000 45.97 137.9K 15,314
2021-05-28 Summers Grady Officer F-InKind D Common Stock 744 46.53 34.6K 237,502
2021-05-28 Schmitt Christopher Officer F-InKind D Common Stock 256 46.53 11.9K 47,165
2021-05-28 Ream Jason Officer F-InKind D Common Stock 1,148 46.53 53.4K 121,072
2021-05-28 Mills Matt Officer F-InKind D Common Stock 966 46.53 44.9K 128,141
2021-05-28 McClain Mark D. Director / Officer F-InKind D Common Stock 1,656 46.53 77.1K 1,018,044
2021-05-28 Domagalski Eric Officer F-InKind D Common Stock 171 46.53 8.0K 24,065
2021-05-20 Ream Jason Officer F-InKind D Common Stock 5,890 44.65 263.0K 122,220
2021-05-17 McClain Mark D. Director / Officer S-Sale D Common Stock 2,000 44.65 89.3K 32,000
2021-04-29 Sullivan Michael J Director A-Award A Common Stock 3,566 0.00 22,769
2021-04-29 Pflaging James Michael Director A-Award A Common Stock 3,566 0.00 24,065
2021-04-29 Newell Tracey Director A-Award A Common Stock 3,566 0.00 21,522
2021-04-29 Melin Heidi M Director A-Award A Common Stock 3,566 0.00 18,314
2021-04-29 McMartin James Cameron Director A-Award A Common Stock 3,566 0.00 47,763
2021-04-29 BOCK WILLIAM G Director A-Award A Common Stock 3,566 0.00 87,861
2021-04-28 Domagalski Eric Officer A-Award A Common Stock 5,781 0.00 28,351
2021-04-15 McClain Mark D. Director / Officer S-Sale D Common Stock 45,000 49.80 2.24M 420,994
2021-03-16 Schmitt Christopher Officer M-Exempt D Stock Option (right to buy) 730 3.17 2.3K 25,604
2021-03-15 McMartin James Cameron Director S-Sale D Common Stock 4,600 54.43 250.4K 44,597
2021-03-15 McClain Mark D. Director / Officer S-Sale D Common Stock 20,000 55.47 1.11M 1,062,571
2021-03-03 Schmitt Christopher Officer S-Sale D Common Stock 1,700 54.48 92.6K 47,777
2021-03-03 Domagalski Eric Officer S-Sale D Common Stock 271 54.50 14.8K 24,362
2021-03-01 Ream Jason Officer M-Exempt D Stock Option (right to buy) 15,000 17.56 263.4K 89,731
2021-03-01 Mills Matt Officer S-Sale D Common Stock 8,192 60.14 492.7K 130,255
2021-02-28 Ream Jason Officer F-InKind D Common Stock 2,843 56.38 160.3K 128,110
2021-02-28 Mills Matt Officer F-InKind D Common Stock 3,480 56.38 196.2K 138,447
2021-02-28 McClain Mark D. Director / Officer F-InKind D Common Stock 11,483 56.38 647.4K 1,087,197
2021-02-28 Domagalski Eric Officer F-InKind D Common Stock 500 56.38 28.2K 25,920
2021-02-17 Summers Grady Officer A-Award A Common Stock 28,041 0.00 260,464
2021-02-17 Schmitt Christopher Officer A-Award A Common Stock 16,824 0.00 56,691
2021-02-17 Ream Jason Officer A-Award A Common Stock 28,041 0.00 130,953
2021-02-17 Mills Matt Officer A-Award A Common Stock 39,257 0.00 141,927
2021-02-17 McClain Mark D. Director / Officer A-Award A Common Stock 67,299 0.00 1,098,680
2021-02-17 Domagalski Eric Officer A-Award A Common Stock 11,216 0.00 26,420
2021-02-16 Schmitt Christopher Officer S-Sale D Common Stock 729 62.55 45.6K 39,867
2021-02-16 McClain Mark D. Director / Officer S-Sale D Common Stock 2,000 62.55 125.1K 38,000
2021-02-16 BOCK WILLIAM G Director S-Sale D Common Stock 4,000 62.55 250.2K 84,295
2021-02-01 Melin Heidi M Director S-Sale D Common Stock 1,211 56.24 68.1K 14,748
2021-01-19 Schmitt Christopher Officer M-Exempt A Common Stock 729 3.17 2.3K 40,596
2021-01-15 McClain Mark D. Director / Officer S-Sale D Common Stock 20,000 56.65 1.13M 1,105,381
2021-01-11 Domagalski Eric Officer S-Sale D Common Stock 100 55.72 5.6K 16,723
2020-12-31 McMartin James Cameron Director S-Sale D Common Stock 500 53.73 26.9K 49,197
2020-12-31 McClain Mark D. Director / Officer I Common Stock 0 0.00 570,994
2020-12-18 Sullivan Michael J Director S-Sale D Common Stock 1,289 55.52 71.6K 21,614
2020-12-16 Schmitt Christopher Officer M-Exempt D Stock Option (right to buy) 729 3.17 2.3K 27,792
2020-12-15 McClain Mark D. Director / Officer S-Sale D Common Stock 20,000 50.21 1.00M 1,125,381
2020-12-11 Ream Jason Officer M-Exempt A Common Stock 15,000 17.56 263.4K 117,912
2020-12-09 McClain Mark D. Director / Officer G-Gift D Common Stock 75,175 0.00 1,145,381
2020-11-23 Schmitt Christopher Officer S-Sale D Common Stock 6,791 43.11 292.7K 39,868
2020-11-20 McClain Mark D. Director / Officer F-InKind D Common Stock 8,342 43.83 365.6K 1,220,556
2020-11-16 Schmitt Christopher Officer S-Sale D Common Stock 499 42.51 21.2K 46,659
2020-11-16 McClain Mark D. Director / Officer S-Sale D Common Stock 20,000 42.51 850.2K 1,228,898
2020-11-16 BOCK WILLIAM G Director S-Sale D Common Stock 4,000 42.51 170.0K 88,295
2020-10-15 McClain Mark D. Director / Officer S-Sale D Common Stock 20,000 45.02 900.4K 1,248,898
2020-10-09 Mills Matt Officer S-Sale D Common Stock 14,018 44.63 625.6K 102,769
2020-10-01 Melin Heidi M Director S-Sale D Common Stock 3,400 44.50 151.3K 15,959
2020-09-15 McClain Mark D. Director / Officer S-Sale D Common Stock 30,000 38.33 1.15M 675,994
2020-09-08 McMartin James Cameron Director S-Sale D Common Stock 8,465 37.48 317.3K 67,732
2020-08-20 Mills Matt Officer F-InKind D Common Stock 4,544 38.55 175.2K 116,787
2020-08-20 Domagalski Eric Officer F-InKind D Common Stock 514 38.55 19.8K 16,246
2020-08-17 McClain Mark D. Director / Officer S-Sale D Common Stock 20,000 36.25 725.0K 1,288,898
2020-08-17 BOCK WILLIAM G Director S-Sale D Common Stock 4,000 36.25 145.0K 92,295
2020-08-07 McMartin James Cameron Director S-Sale D Common Stock 8,782 36.34 319.1K 82,415
2020-07-30 Schmitt Christopher Officer D Stock Option (right to buy) 25,521 12.00 306.3K 0
2020-07-15 McClain Mark D. Director / Officer S-Sale D Common Stock 20,000 28.46 569.2K 1,308,898
2020-07-13 BOCK WILLIAM G Director S-Sale D Common Stock 4,000 28.86 115.4K 96,295
2020-07-10 Rizkallah Juliette Officer M-Exempt D Stock Option (right to buy) 5,500 2.42 13.3K 68,350
2020-07-07 McMartin James Cameron Director S-Sale D Common Stock 15,000 28.24 423.6K 91,197
2020-06-17 Rizkallah Juliette Officer S-Sale D Common Stock 2,273 25.00 56.8K 52,093
2020-06-15 McClain Mark D. Director / Officer S-Sale D Common Stock 2,000 22.10 44.2K 36,000
2020-06-10 Rizkallah Juliette Officer M-Exempt D Stock Option (right to buy) 5,500 2.42 13.3K 73,850
2020-06-08 Rizkallah Juliette Officer S-Sale D Common Stock 400 24.00 9.6K 60,664
2020-06-08 McMartin James Cameron Director S-Sale D Common Stock 14,700 23.73 348.9K 106,497
2020-05-26 Pflaging James Michael Director S-Sale D Common Stock 5,941 23.00 136.6K 144,448
2020-05-20 Ream Jason Officer F-InKind D Common Stock 3,640 22.34 81.3K 102,912
2020-05-20 Pflaging James Michael Director S-Sale D Common Stock 6,625 22.00 145.8K 150,389
2020-05-15 McClain Mark D. Director / Officer S-Sale D Common Stock 2,000 20.29 40.6K 38,000
2020-05-11 Rizkallah Juliette Officer M-Exempt D Stock Option (right to buy) 5,500 2.42 13.3K 79,350
2020-05-07 McMartin James Cameron Director S-Sale D Common Stock 14,636 19.74 288.9K 121,561
2020-05-07 McClain Mark D. Director / Officer S-Sale D Common Stock 15,000 20.00 300.0K 840,994
2020-05-05 Sullivan Michael J Director A-Award A Common Stock 10,948 0.00 31,203
2020-05-05 Pflaging James Michael Director A-Award A Common Stock 10,948 0.00 20,499
2020-05-05 Newell Tracey Director A-Award A Common Stock 10,948 0.00 17,956
2020-05-05 Melin Heidi M Director A-Award A Common Stock 10,948 0.00 19,359
2020-05-05 McMartin James Cameron Director A-Award A Common Stock 10,948 0.00 136,197
2020-05-05 BOCK WILLIAM G Director A-Award A Common Stock 10,948 0.00 100,295
2020-04-29 Rizkallah Juliette Officer M-Exempt D Stock Option (right to buy) 4,600 2.42 11.1K 84,850
2020-04-29 McMartin James Cameron Director S-Sale D Common Stock 14,400 18.05 259.9K 125,249
2020-04-28 Rizkallah Juliette Officer M-Exempt D Stock Option (right to buy) 900 2.42 2.2K 89,450
2020-04-28 McMartin James Cameron Director S-Sale D Common Stock 600 18.00 10.8K 139,649
2020-04-15 McClain Mark D. Director / Officer S-Sale D Common Stock 30,000 16.16 484.8K 855,994
2020-04-13 Summers Grady Officer 0 0.00 0
2020-03-16 McClain Mark D. Director / Officer S-Sale D Common Stock 714 16.90 12.1K 43,286
2020-03-13 McMartin James Cameron Director M-Exempt A Common Stock 52,083 12.00 625.0K 235,660
2020-03-09 McMartin James Cameron Director S-Sale D Common Stock 15,000 19.80 297.0K 183,577
2020-02-28 Rizkallah Juliette Officer F-InKind D Common Stock 805 25.32 20.4K 61,064
2020-02-28 McClain Mark D. Director / Officer F-InKind D Common Stock 3,460 25.32 87.6K 1,408,898

Executive team

Top executives
EBIT / Employee
-110.1K
Shares Outstanding
567.22M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2021 Mark McClain Chief Executive Officer 475.0K 4.09M 2.15M 712.6K 4.4K 7.43M 83.96%
2 2021 Matt Mills President, Worldwide Field Operations 425.0K 2.39M 1.25M 637.6K 4.70M 77.40%
3 2021 Jason Ream Former Chief Financial Officer 402.5K 1.70M 895.1K 362.3K 4.4K 3.37M 77.17%
4 2021 Grady Summers EVP, Product 402.5K 1.70M 895.1K 362.3K 4.4K 3.37M 77.17%
5 2021 Chris Schmitt EVP and General Counsel 335.0K 1.02M 537.0K 301.5K 4.4K 2.10M 74.25%
6 2021 Cam McMartin Former Interim Chief Financial Officer 243.2K 1.18M 225.6K 1.45M 81.27%
7 2020 Mark McClain, Chief Executive Officer 425.0K 200.0K 2.97M 1.73M 637.5K 5.96M 78.80%
8 2020 Mark McClain Chief Executive Officer 425.0K 200.0K 2.97M 1.73M 637.5K 5.96M 78.80%
9 2020 Grady Summers EVP, Product 273.5K 3.93M 245.8K 4.44M 88.32%
10 2020 Matt Mills President, Worldwide Field Operations 387.5K 1.19M 690.7K 581.3K 2.85M 65.96%
11 2020 Jason Ream Former Chief Financial Officer 365.0K 59.0K 1.19M 690.7K 328.5K 2.63M 71.39%
12 2020 Jason Ream Chief Financial Officer 365.0K 59.0K 1.19M 690.7K 328.5K 2.63M 71.39%
13 2020 Juliette Rizkallah Chief Marketing Officer 303.0K 57.2K 593.4K 345.4K 193.8K 1.49M 62.89%
14 2020 Chris Schmitt EVP and General Counsel 305.0K 593.4K 345.4K 195.0K 1.44M 65.25%
15 2020 Chris Schmitt EVP, General Counsel 305.0K 593.4K 345.4K 195.0K 1.44M 65.25%
16 2019 Mark McClain Chief Executive Officer 400.0K 1.70M 1.46M 3.56M 88.76%
17 2019 Mark McClain, Chief Executive Officer 400.0K 1.70M 1.46M 3.56M 88.76%
18 2019 Cam McMartin, Chief Operating Officer 366.4K 849.8K 729.6K 1.25M 3.20M 49.42%
19 2019 Matt Mills Chief Revenue Officer 123.4K 1.64M 1.31M 62.5K 3.14M 94.07%
20 2019 Matt Mills President, Worldwide Field Operations 123.4K 1.64M 1.31M 62.5K 3.14M 94.07%
21 2019 Howard Greenfield, Former Chief Revenue Officer 204.2K 623.2K 535.0K 121.3K 1.10M 2.58M 44.83%
22 2019 Jason Ream Former Chief Financial Officer 196.9K 1.05M 872.8K 2.12M 90.72%
23 2019 Jason Ream Chief Financial Officer 196.9K 1.05M 872.8K 2.12M 90.72%
24 2019 Andrew Kahl Chief Customer Officer 295.5K 40.0K 821.4K 705.3K 1.86M 81.99%
25 2018 Howard Greenfield, Former Chief Revenue Officer 350.0K 10.6K 283.8K 644.4K 0.00%
26 2018 Howard Greenfield, Chief Revenue Officer 350.0K 10.6K 283.8K 644.4K 0.00%
27 2018 Mark McClain, Chief Executive Officer 375.0K 228.9K 603.9K 0.00%
28 2018 Cam McMartin, Chief Financial Officer 325.0K 135.1K 460.1K 0.00%
29 2018 Cam McMartin, Chief Operating Officer 325.0K 135.1K 460.1K 0.00%
30 2017 Mark McClain, Chief Executive Officer 330.0K 3.25M 1.08M 214.9K 4.87M 88.82%
31 2017 Kevin Cunningham, President 310.0K 2.05M 159.5K 2.55M 80.43%
32 2017 Cam McMartin, Chief Operating Officer 287.5K 100.0K 1.41M 538.0K 158.4K 2.50M 78.12%
33 2017 Cam McMartin, Chief Financial Officer 287.5K 100.0K 1.41M 538.0K 158.4K 2.50M 78.12%
34 2017 Howard Greenfield, Chief Revenue Officer 300.0K 1.27M 600.9K 295.9K 2.46M 75.81%
35 2017 Howard Greenfield, Former Chief Revenue Officer 300.0K 1.27M 600.9K 295.9K 2.46M 75.81%
36 2016 Howard Greenfield, Chief Revenue Officer 235.0K 25.1K 32.7K 32.7K 240.2K 565.6K 11.55%
37 2016 Kevin Cunningham, President 307.5K 22.6K 96.8K 426.8K 0.00%
38 2016 Mark McClain, Chief Executive Officer 307.5K 22.6K 96.8K 426.8K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2022-06-22 DEFA14A
2022-06-01 DEFA14A
2022-05-17 DEFA14A
2022-04-11 DEFA14A
2022-04-11 DEFA14A
2022-03-18 DEFA14A
2022-03-18 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2022-08-30 15-12G
2022-08-16 S-8 POS
2022-08-16 8-K
2022-08-16 4
2022-08-16 4
2022-08-16 4
2022-08-16 4
2022-08-16 4
2022-08-16 4
2022-08-16 4

Executive team

NameTitleCompensationGender
Mark D. McClain TTEE Founder, Chief Executive Officer & Director 1M male
Matthew Mills President 1M male
Brian Carolan Chief Financial Officer 834.9K male
Christopher G. Schmitt Executive Vice President, General Counsel & Secretary 681.3K male
Abby Payne Chief People Officer 630.0K female
Gary Nafus Chief Commercial Officer male
Chandra Gnanasambandam Executive Vice President of Product and Chief Technology Officer male
Mitra Rezvan Chief Accounting Officer female
Samantha Person Senior Manager of Corporate Communications female
Scott Schmitz Senior Vice President of Investor Relations male
Sreeveni Kancharla Chief Information Officer female
Wendy Wu Chief Marketing Officer female
ESG Rating
B
SOFTWARE - INFRASTRUCTURE
2022
E (Environmental)
73.8 / 65.1
Company / Sector avg.
S (Social)
73.6 / 63.5
Company / Sector avg.
G (Governance)
72.7 / 65.6
Company / Sector avg.
ESG Total
73.3 / 64.7
Company / Sector avg.
ESG Score History SOFTWARE - INFRASTRUCTURE
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)
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Dividend history

Earnings history

Earnings reports

Stock splits