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Silvercrest Asset Management Group Inc. (SAMG)
USD10.87
-0.13 (-1.18%)
US NASDAQ Financial Services Asset Management
Address
1330 Avenue of the Americas 10019
New York City, NY, US
New York City, NY, US
CEO
Richard R. Hough
Website
silvercrestgroup.com
IPO
2013-06-27
CIK 1549966 ISIN US8283591092
Description
Silvercrest Asset Management Group Inc. is a financial services organization primarily focused on wealth management. This firm delivers financial advisory services and comprehensive family office solutions to clients throughout the United States. Its clientele includes ultra-high-net-worth individuals and their families, as well as their trusts, endowments, foundations, and various other institutional investors. Beyond advisory, Silvercrest also manages multi-manager investment funds (funds of funds) and a range of other investment vehicles. Founded in 2002, the company maintains its headquarters in New York City.
News Sentiment (7d)
Based on only 1 article — low confidence
- New Strong Sell Stocks for July 10th Zacks Investment Research
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD10.87
-0.13 (-1.18%)
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Volume Profile
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Liquidity & share structure
Average Volume
44.9K
Beta
0.67
Float Shares
7.34M
Free Float %
95.8%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.53% | -0.75% | +1.53% | -10.53% | -6.22% | -12.71% | -8.17% | -26.62% | -2.36% | +4.08% | +12.09% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (3 ratings, all time)
Buy
Price Targets & DCF
Current price
10.87
DCF (Unlevered)
30.85
+183.8%
DCF (Levered)
58.93
+442.2%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
2.90
Grey zone
Piotroski F-Score
6 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
2 / 5
Medium
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+1.4% Q1'26: +0.0% (vs Q1'25)
-
EPS growth Asset Management: +22.7%-44.0% Q1'26: -88.5% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+13.0% ★ Q1'26: -97.8% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+8.9% Q1'26: +0.0% (vs Q1'25)
-
ROIC Asset Management: +6.5%+17.3% ★ Q1'26: +0.0% (vs Q1'25)
-
Share dilution Asset Management: +0.0%-7.8% ★ Q1'26: -19.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×1.76× ★ Q1'26: 0.00× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
Dec 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
75.14M
est: 74.60M (+0.7%)
|
80.26M
est: 80.00M (+0.3%)
|
91.36M
est: 90.50M (+0.9%)
|
98.67M
est: 100.00M (-1.3%)
|
102.15M
est: 104.08M (-1.8%)
|
107.98M
est: 107.87M (+0.1%)
|
131.60M
est: 131.93M (-0.2%)
|
123.22M
est: 122.76M (+0.4%)
|
117.41M
est: 119.51M (-1.8%)
|
123.65M
est: 123.70M (0.0%)
|
125.32M
est: 125.41M (-0.1%)
|
129.65M
129.65M – 129.65M
+3.4% YoY
|
144.37M
144.37M – 144.37M
+11.4% YoY
|
143.00M
143.00M – 143.00M
-1.0% YoY
|
152.97M
152.97M – 152.97M
+7.0% YoY
|
163.68M
163.68M – 163.68M
+7.0% YoY
|
| EBITDA |
20.67M
est: 18.73M (+10.4%)
|
17.56M
est: 20.08M (-12.6%)
|
29.18M
est: 22.72M (+28.4%)
|
25.32M
est: 25.10M (+0.9%)
|
24.26M
est: 26.13M (-7.1%)
|
27.40M
est: 27.08M (+1.2%)
|
36.18M
est: 33.12M (+9.2%)
|
42.70M
est: 30.82M (+38.6%)
|
23.93M
est: 26.53M (-9.8%)
|
21.79M
est: 27.46M (-20.7%)
|
13.61M
est: 27.84M (-51.1%)
|
28.78M
28.78M – 28.78M
+3.4% YoY
|
32.05M
32.05M – 32.05M
+11.4% YoY
|
31.74M
31.74M – 31.74M
-1.0% YoY
|
33.96M
33.96M – 33.96M
+7.0% YoY
|
36.34M
36.34M – 36.34M
+7.0% YoY
|
| EBIT |
18.32M
est: 16.25M (+12.7%)
|
14.90M
est: 17.43M (-14.5%)
|
26.38M
est: 19.72M (+33.8%)
|
22.89M
est: 21.79M (+5.1%)
|
21.07M
est: 22.68M (-7.1%)
|
23.44M
est: 23.50M (-0.3%)
|
32.25M
est: 28.74M (+12.2%)
|
38.82M
est: 26.75M (+45.1%)
|
19.91M
est: 22.98M (-13.4%)
|
17.64M
est: 23.79M (-25.9%)
|
11.19M
est: 24.12M (-53.6%)
|
24.94M
24.94M – 24.94M
+3.4% YoY
|
27.77M
27.77M – 27.77M
+11.4% YoY
|
27.50M
27.50M – 27.50M
-1.0% YoY
|
29.42M
29.42M – 29.42M
+7.0% YoY
|
31.48M
31.48M – 31.48M
+7.0% YoY
|
| Net Income |
5.32M
est: 7.82M (-31.9%)
|
5.02M
est: 6.86M (-26.9%)
|
5.34M
est: 8.77M (-39.1%)
|
9.63M
est: 11.63M (-17.2%)
|
8.65M
est: 12.77M (-32.3%)
|
9.96M
est: 12.61M (-21.0%)
|
14.69M
est: 16.09M (-8.7%)
|
18.83M
est: 14.24M (+32.3%)
|
9.09M
est: 7.90M (+15.1%)
|
9.54M
est: 10.32M (-7.6%)
|
4.89M
est: 7.59M (-35.6%)
|
6.99M
6.99M – 6.99M
-7.9% YoY
|
10.64M
10.64M – 10.64M
+52.2% YoY
|
11.87M
11.87M – 11.87M
+11.6% YoY
|
15.04M
15.04M – 15.04M
+26.7% YoY
|
17.85M
17.85M – 17.85M
+18.7% YoY
|
| SGA |
15.33M
est: 14.88M (+3.0%)
|
16.62M
est: 15.96M (+4.1%)
|
16.85M
est: 18.05M (-6.7%)
|
19.58M
est: 19.94M (-1.8%)
|
23.24M
est: 20.76M (+12.0%)
|
23.32M
est: 21.51M (+8.4%)
|
28.52M
est: 26.31M (+8.4%)
|
13.05M
est: 24.48M (-46.7%)
|
25.97M
est: 24.79M (+4.8%)
|
29.36M
est: 25.65M (+14.5%)
|
32.05M
est: 26.01M (+23.2%)
|
26.89M
26.89M – 26.89M
+3.4% YoY
|
29.94M
29.94M – 29.94M
+11.4% YoY
|
29.66M
29.66M – 29.66M
-1.0% YoY
|
31.73M
31.73M – 31.73M
+7.0% YoY
|
33.95M
33.95M – 33.95M
+7.0% YoY
|
| EPS |
0.68
est: 0.82 (-17.1%)
|
0.62
est: 0.72 (-13.9%)
|
0.66
est: 0.92 (-28.3%)
|
1.16
est: 1.22 (-4.9%)
|
1.75
est: 1.34 (+30.6%)
|
1.84
est: 1.32 (+39.0%)
|
1.52
est: 1.69 (-9.9%)
|
1.92
est: 1.49 (+28.6%)
|
0.96
est: 0.90 (+6.9%)
|
1.00
est: 1.17 (-14.8%)
|
0.56
est: 0.86 (-35.1%)
|
0.80
0.80 – 0.80
-7.9% YoY
|
1.21
1.21 – 1.21
+52.2% YoY
|
1.35
1.35 – 1.35
+11.6% YoY
|
1.71
1.71 – 1.71
+26.7% YoY
|
2.03
2.03 – 2.03
+18.7% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B- | 2/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | B | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-07 | B | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-06 | B | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-05 | B | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-04 | B | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-01 | B | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-30 | B | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-29 | B | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-28 | B | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-27 | B | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-24 | B | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
9.51M
OE per share TTM
0.77
Owner's Yield
9.34%
Maintenance CapEx ratio
0.71%
Maint CapEx / Avg PPE
27.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
36
Total invested
15.58M
Insider transactions (90d)
3
Beneficial owners (>5%)
27
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 1,005,103 | 1.01M | 12.40% | — | 1.01M | — | 1.01M | IN | Connecticut | 2017-04-25 | ↗ |
| 2 | (1) BlackRock, Inc. | 831.3K | 8.70% | 792.8K | — | — | — | HC | Delaware | 2024-11-08 | ↗ |
| 3 | The Capital Management Corporation Tax id 54-1048352 CRD 112242 | 822.3K | 8.60% | 793.1K | — | 822.3K | — | IA | Virginia, USA | 2022-02-23 | ↗ |
| 4 | 52-2343049 | 743.6K | 7.70% | 743.6K | — | 743.6K | — | IA | New York | 2022-01-25 | ↗ |
| 5 | RMB Capital Holdings, LLC | 620.6K | 7.44% | — | 620.6K | — | — | OO | Delaware | 2019-02-14 | ↗ |
| 6 | RMB Capital Management, LLC | 620.6K | 7.44% | — | 620.6K | — | — | IA | Delaware | 2019-02-14 | ↗ |
| 7 | Boston Partners | 569.1K | 5.90% | 569.1K | — | 569.1K | — | IA | Delaware | 2022-02-11 | ↗ |
| 8 | Wellington Management Company LLP | 565.9K | 6.16% | — | 565.9K | — | — | IA | Massachusetts | 2020-01-28 | ↗ |
| 9 | 10 | 532.5K | 5.80% | — | 532.5K | — | 532.5K | IN | U.S. | 2020-02-14 | ↗ |
| 10 | The Vanguard Group - 23-1945930 | 517.4K | 5.54% | — | 15.4K | 498.5K | — | IA | Pennsylvania | 2024-02-13 | ↗ |
| 11 | Mendon Capital Advisors Corp. | 514.3K | 6.16% | — | 514.3K | — | — | IA | Delaware | 2019-02-14 | ↗ |
| 12 | Brian Nelson | 484.6K | 5.01% | — | 484.6K | — | 484.6K | HC, IN | Delaware | 2022-08-01 | ↗ |
| 13 | Long Path Fund GP, LLC | 484.6K | 5.01% | — | 484.6K | — | 484.6K | IA, OO | Delaware | 2022-08-01 | ↗ |
| 14 | Long Path Holdings LLC | 484.6K | 5.01% | — | 484.6K | — | 484.6K | HC, OO | Delaware | 2022-08-01 | ↗ |
| 15 | Long Path Partners, LP | 484.6K | 5.01% | — | 484.6K | — | 484.6K | IA, PN | Delaware | 2022-08-01 | ↗ |
| 16 | Long Path Smaller Companies Fund, LP. | 484.6K | 5.01% | — | 484.6K | — | 484.6K | PN | Delaware | 2022-08-01 | ↗ |
| 17 | William Brennan | 484.6K | 5.01% | — | 484.6K | — | 484.6K | HC, IN | Delaware | 2022-08-01 | ↗ |
| 18 | Wellington Group Holdings LLP | 371.9K | 3.90% | — | 371.9K | — | — | HC | Massachusetts | 2021-02-04 | ↗ |
| 19 | Wellington Investment Advisors Holdings LLP | 371.9K | 3.90% | — | 371.9K | — | — | HC | Massachusetts | 2021-02-04 | ↗ |
| 20 | Wellington Management Group LLP | 371.9K | 3.90% | — | 371.9K | — | — | HC | Massachusetts | 2021-02-04 | ↗ |
| 21 | Wellington Trust Company, NA | 371.9K | 3.90% | — | 371.9K | — | — | BK | United States | 2021-02-03 | ↗ |
| 22 | BANC FUND VIII L.P.26-2334080 | 356.0K | 2.50% | 356.0K | — | 356.0K | — | PN | USA | 2018-02-13 | ↗ |
| 23 | Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity P | 313.5K | 3.28% | — | 313.5K | — | — | OO | Massachusetts | 2021-02-03 | ↗ |
| 24 | BANC FUND IX L.P.37-1755531 | 209.7K | 1.50% | 209.7K | — | 209.7K | — | PN | USA | 2018-02-13 | ↗ |
| 25 | BANC FUND VII L.P.20-1818049 | 191.6K | 1.30% | 191.6K | — | 191.6K | — | PN | USA | 2018-02-13 | ↗ |
| 26 | RMB Mendon Managers, LLC | 77.6K | 0.93% | — | 77.6K | — | — | OO | Delaware | 2019-02-14 | ↗ |
| 27 | Iron Road Capital Partners LLC | 28.7K | 0.34% | — | 28.7K | — | — | OO | Delaware | 2019-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
36
-44 vs prev Q
New positions
10
Closed positions
54
Increased
14
Reduced
11
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 964.9K -9.0K (-0.9%) | 14.66M -682.2K (-4.4%) | 11.53% +0.827 pp | 0.00% +0.000 pp | USD17.01 -10.7% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 495.3K -42.8K (-8.0%) | 7.52M -952.1K (-11.2%) | 5.92% +0.005 pp | 0.00% +0.000 pp | USD14.84 +2.4% | 50 qtrs — |
| 3 | ROYCE & ASSOCIATES LP | 350.9K -34.1K (-8.9%) | 5.33M -733.2K (-12.1%) | 4.19% -0.038 pp | 0.05% -0.006 pp | USD14.80 +2.6% | 50 qtrs — |
| 4 | BOSTON PARTNERS | 232.3K +19.8K (+9.3%) | 3.53M +181.0K (+5.4%) | 2.78% +0.440 pp | 0.00% +0.000 pp | USD14.37 +5.7% | 50 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 206.1K -7.0K (-3.3%) | 3.13M -225.1K (-6.7%) | 2.46% +0.121 pp | 0.00% 0.000 pp | USD15.87 -4.3% | 48 qtrs — |
| 6 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | 205.9K -6.2K (-2.9%) | 3.13M -213.6K (-6.4%) | 2.46% +0.129 pp | 0.69% -0.048 pp | USD13.32 +14.0% | 37 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 192.5K -13.4K (-6.5%) | 2.93M -319.1K (-9.8%) | 2.30% +0.037 pp | 0.00% +0.000 pp | USD15.82 -4.0% | 50 qtrs — |
| 8 | STATE STREET CORP | 190.6K -2.1K (-1.1%) | 2.90M -139.7K (-4.6%) | 2.28% +0.160 pp | 0.00% +0.000 pp | USD16.69 -9.0% | 39 qtrs — |
| 9 | DIAMOND HILL CAPITAL MANAGEMENT INC | 189.1K +17.1K (+9.9%) | 2.87M +162.7K (+6.0%) | 2.26% +0.369 pp | 0.01% +0.002 pp | USD17.24 -11.9% | 12 qtrs — |
| 10 | GABELLI FUNDS LLC | 184.9K +— (+0.0%) | 2.81M -103.5K (-3.6%) | 2.21% +0.178 pp | 0.02% -0.001 pp | USD15.98 -4.9% | 10 qtrs — |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 157.0K -22.1K (-12.3%) | 2.39M -435.8K (-15.4%) | 1.88% -0.092 pp | 0.00% +0.000 pp | USD14.51 +4.7% | 48 qtrs — |
| 12 | SENTINUS, LLC | 128.4K +128.4K (+100.0%) | 1.95M +2.0M (+100.0%) | 1.53% +1.535 pp | 0.19% +0.187 pp | USD15.19 +0.0% | 1 qtrs NEW |
| 13 | PERRITT CAPITAL MANAGEMENT INC | 128.4K +— (+0.0%) | 1.95M -71.9K (-3.6%) | 1.53% +0.123 pp | 3.26% +2.303 pp | USD13.20 +15.1% | 50 qtrs — |
| 14 | GOLDMAN SACHS GROUP INC | 99.1K +19.2K (+24.0%) | 1.50M +246.7K (+19.6%) | 1.18% +0.306 pp | 0.00% +0.000 pp | USD16.05 -5.4% | 25 qtrs — |
| 15 | MORGAN STANLEY | 91.5K -24.4K (-21.0%) | 1.39M -434.9K (-23.8%) | 1.09% -0.180 pp | 0.00% +0.000 pp | USD16.36 -7.2% | 50 qtrs — |
| 16 | HSBC HOLDINGS PLC | 68.0K +2.6K (+4.0%) | 1.05M +18.2K (+1.8%) | 0.81% +0.094 pp | 0.00% +0.000 pp | USD15.78 -3.7% | 7 qtrs — |
| 17 | ANCORA ADVISORS, LLC | 57.3K -98.0K (-63.1%) | 869.7K -1.6M (-64.4%) | 0.68% -1.022 pp | 0.02% -0.031 pp | USD17.10 -11.2% | 17 qtrs — |
| 18 | — | 54.0K -1.0K (-1.8%) | 820.3K -46.0K (-5.3%) | 0.65% +0.041 pp | 0.57% +0.035 pp | USD15.75 -3.6% | 2 qtrs — |
| 19 | NORTHERN TRUST CORP | 49.8K -13.1K (-20.9%) | 755.9K -234.4K (-23.7%) | 0.59% -0.096 pp | 0.00% +0.000 pp | USD15.89 -4.4% | 39 qtrs — |
| 20 | BARCLAYS PLC | 45.9K +15.1K (+48.9%) | 697.1K +165.8K (+31.2%) | 0.55% +0.210 pp | 0.00% +0.000 pp | USD15.89 -4.4% | 35 qtrs — |
| 21 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 41.0K -989.0 (-2.4%) | 623.0K -38.5K (-5.8%) | 0.49% +0.029 pp | 0.00% 0.000 pp | USD16.75 -9.3% | 15 qtrs — |
| 22 | MARSHALL WACE, LLP | 40.9K +6.4K (+18.5%) | 620.5K +77.4K (+14.2%) | 0.49% +0.109 pp | 0.00% +0.000 pp | USD15.76 -3.6% | 3 qtrs — |
| 23 | TWO SIGMA ADVISERS, LP | 40.1K -28.4K (-41.5%) | 609.1K -469.8K (-43.5%) | 0.48% -0.274 pp | 0.00% -0.001 pp | USD15.97 -4.9% | 18 qtrs — |
| 24 | APPLETON PARTNERS INC/MA | 31.7K +— (+0.0%) | 481.0K -17.0K (-3.4%) | 0.38% +0.030 pp | 0.03% -0.002 pp | USD18.18 -16.4% | 12 qtrs — |
| 25 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 29.9K +2.4K (+8.6%) | 454.7K +20.4K (+4.7%) | 0.36% +0.055 pp | 0.00% 0.000 pp | USD15.89 -4.4% | 7 qtrs — |
| 26 | TWO SIGMA INVESTMENTS, LP | 29.6K -28.6K (-49.2%) | 448.9K -466.9K (-51.0%) | 0.35% -0.286 pp | 0.00% -0.001 pp | USD16.13 -5.8% | 18 qtrs — |
| 27 | BANK OF AMERICA CORP /DE/ | 28.5K +3.0K (+11.9%) | 433.4K +31.9K (+8.0%) | 0.34% +0.061 pp | 0.00% +0.000 pp | USD15.87 -4.3% | 39 qtrs — |
| 28 | MARTINGALE ASSET MANAGEMENT L P | 28.3K -8.0 (0.0%) | 429.2K -15.9K (-3.6%) | 0.34% +0.027 pp | 0.01% 0.000 pp | USD16.51 -8.0% | 7 qtrs — |
| 29 | R SQUARED LTD | 26.9K +5.4K (+25.0%) | 409.3K +69.9K (+20.6%) | 0.32% +0.085 pp | 0.19% +0.045 pp | USD16.37 -7.2% | 5 qtrs — |
| 30 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 26.4K +6.4K (+32.3%) | 400.7K +86.8K (+27.6%) | 0.32% +0.096 pp | 0.00% +0.000 pp | USD15.70 -3.2% | 3 qtrs — |
| 31 | GAMCO INVESTORS, INC. ET AL | 25.3K -781.0 (-3.0%) | 384.3K -26.5K (-6.4%) | 0.30% +0.016 pp | 0.00% 0.000 pp | USD16.87 -10.0% | 6 qtrs — |
| 32 | CLEARSTEAD ADVISORS, LLC | 24.0K +1.3K (+5.6%) | 364.4K +6.7K (+1.9%) | 0.29% +0.037 pp | 0.00% 0.000 pp | USD15.96 -4.8% | 7 qtrs — |
| 33 | RITHOLTZ WEALTH MANAGEMENT | 22.5K +3.3K (+17.3%) | 341.2K +39.7K (+13.2%) | 0.27% +0.058 pp | 0.01% +0.000 pp | USD15.76 -3.6% | 3 qtrs — |
| 34 | JANE STREET GROUP, LLC | 21.6K -6.5K (-23.3%) | 327.5K -115.1K (-26.0%) | 0.26% -0.051 pp | 0.00% +0.000 pp | USD15.75 -3.6% | 7 qtrs — |
| 35 | UBS GROUP AG | 20.7K +14.2K (+219.4%) | 313.9K +212.0K (+208.0%) | 0.25% +0.176 pp | 0.00% +0.000 pp | USD15.67 -3.1% | 41 qtrs — |
| 36 | BANK OF NEW YORK MELLON CORP | 20.4K -4.0K (-16.4%) | 309.5K -74.5K (-19.4%) | 0.24% -0.025 pp | 0.00% +0.000 pp | USD15.31 -0.8% | 47 qtrs — |
| 37 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 20.4K -2.4K (-10.4%) | 309.3K -48.6K (-13.6%) | 0.24% -0.006 pp | 0.00% +0.000 pp | USD16.53 -8.1% | 15 qtrs — |
| 38 | ROBERTS GLORE & CO INC /IL/ | 18.0K -740.0 (-3.9%) | 273.7K -21.7K (-7.4%) | 0.22% +0.009 pp | 0.07% -0.008 pp | USD13.36 +13.7% | 25 qtrs — |
| 39 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 17.7K +— (+0.0%) | 268.9K -9.9K (-3.6%) | 0.21% +0.017 pp | 0.01% 0.000 pp | USD13.48 +12.7% | 47 qtrs — |
| 40 | NUVEEN, LLC | 15.7K +— (+0.0%) | 238.3K -8.8K (-3.6%) | 0.19% +0.015 pp | 0.00% +0.000 pp | USD16.36 -7.2% | 4 qtrs — |
| 41 | RAYMOND JAMES FINANCIAL INC | 15.6K +13.0 (+0.1%) | 236.7K -8.5K (-3.5%) | 0.19% +0.015 pp | 0.00% +0.000 pp | USD15.86 -4.2% | 3 qtrs — |
| 42 | BNP PARIBAS ARBITRAGE, SNC | 14.1K +4.2K (+42.7%) | 213.8K +58.4K (+37.6%) | 0.17% +0.060 pp | 0.00% +0.000 pp | USD15.67 -3.1% | 39 qtrs — |
| 43 | TREXQUANT INVESTMENT LP | 11.6K -3.5K (-23.2%) | 176.9K -61.9K (-25.9%) | 0.14% -0.028 pp | 0.00% -0.001 pp | USD15.86 -4.2% | 3 qtrs — |
| 44 | RHUMBLINE ADVISERS | 11.4K -1.8K (-13.4%) | 173.8K -34.3K (-16.5%) | 0.14% -0.009 pp | 0.00% +0.000 pp | USD16.26 -6.6% | 15 qtrs — |
| 45 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 10.8K +800.0 (+8.0%) | 164.1K +6.6K (+4.2%) | 0.13% +0.019 pp | 0.00% +0.000 pp | USD16.27 -6.6% | 4 qtrs — |
| 46 | JPMORGAN CHASE & CO | 10.7K -4.9K (-31.3%) | 162.0K -82.5K (-33.8%) | 0.13% -0.043 pp | 0.00% +0.000 pp | USD17.31 -12.2% | 33 qtrs — |
| 47 | MILLENNIUM MANAGEMENT LLC | 10.0K -19.9K (-66.5%) | 152.1K -319.2K (-67.7%) | 0.12% -0.209 pp | 0.00% 0.000 pp | USD15.84 -4.1% | 3 qtrs — |
| 48 | ACADIAN ASSET MANAGEMENT LLC | 8.9K +6.8K (+335.7%) | 133.0K +101.0K (+315.6%) | 0.11% +0.084 pp | 0.00% +0.000 pp | USD15.32 -0.8% | 2 qtrs — |
| 49 | WELLS FARGO & COMPANY/MN | 7.7K +1.7K (+28.2%) | 117.4K +22.5K (+23.7%) | 0.09% +0.026 pp | 0.00% +0.000 pp | USD16.73 -9.2% | 50 qtrs — |
| 50 | HM PAYSON & CO | 6.6K -1.5K (-18.5%) | 100.3K -27.3K (-21.4%) | 0.08% -0.010 pp | 0.00% 0.000 pp | USD15.14 +0.3% | 27 qtrs — |
| 51 | DEUTSCHE BANK AG\ | 6.5K +— (+0.0%) | 98.6K -3.6K (-3.6%) | 0.08% +0.006 pp | 0.00% +0.000 pp | USD17.22 -11.8% | 15 qtrs — |
| 52 | ADVISOR GROUP HOLDINGS, INC. | 3.7K -1.3K (-25.5%) | 55.8K -25.0K (-31.0%) | 0.04% -0.010 pp | 0.00% +0.000 pp | USD17.55 -13.4% | 22 qtrs — |
| 53 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 3.3K -425.0 (-11.4%) | 50.3K -8.5K (-14.5%) | 0.04% -0.002 pp | 0.00% +0.000 pp | USD15.51 -2.1% | 7 qtrs — |
| 54 | CITIGROUP INC | 2.3K -58.4K (-96.2%) | 34.8K -920.3K (-96.4%) | 0.03% -0.639 pp | 0.00% 0.000 pp | USD16.80 -9.6% | 16 qtrs — |
| 55 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 2.1K +— (+0.0%) | 32.6K -1.2K (-3.6%) | 0.03% +0.002 pp | 0.00% +0.000 pp | USD15.86 -4.2% | 3 qtrs — |
| 56 | RUSSELL INVESTMENTS GROUP, LTD. | 2.0K +798.0 (+64.8%) | 30.8K +11.4K (+58.9%) | 0.02% +0.011 pp | 0.00% +0.000 pp | USD15.75 -3.6% | 12 qtrs — |
| 57 | NEW YORK STATE COMMON RETIREMENT FUND | 1.9K +— (+0.0%) | 28.6K -1.1K (-3.6%) | 0.02% +0.002 pp | 0.00% +0.000 pp | USD16.41 -7.4% | 15 qtrs — |
| 58 | PRESTIGE WEALTH MANAGEMENT GROUP LLC | 1.8K +— (+0.0%) | 27.3K -1.0K (-3.6%) | 0.02% +0.002 pp | 0.01% 0.000 pp | USD13.23 +14.8% | 29 qtrs — |
| 59 | MEEDER ASSET MANAGEMENT INC | 1.4K +— (+0.0%) | 21.2K -782.0 (-3.6%) | 0.02% +0.001 pp | 0.00% 0.000 pp | USD17.24 -11.9% | 6 qtrs — |
| 60 | STRATEGIC ADVOCATES LLC | 1.0K +15.0 (+1.5%) | 15.8K -233.0 (-1.5%) | 0.01% +0.001 pp | 0.00% 0.000 pp | USD15.74 -3.5% | 2 qtrs — |
| 61 | FMR LLC | 807.00 +323.0 (+66.7%) | 12.3K +4.6K (+60.8%) | 0.01% +0.004 pp | 0.00% +0.000 pp | USD15.75 -3.6% | 14 qtrs — |
| 62 | AMERITAS INVESTMENT PARTNERS, INC. | 744.00 +— (+0.0%) | 11.3K -417.0 (-3.6%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD16.41 -7.4% | 15 qtrs — |
| 63 | LEGAL & GENERAL GROUP PLC | 702.00 +— (+0.0%) | 10.7K -394.0 (-3.6%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD16.37 -7.2% | 15 qtrs — |
| 64 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 600.00 +— (+0.0%) | 9.1K -336.0 (-3.6%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD15.75 -3.6% | 2 qtrs — |
| 65 | TOWER RESEARCH CAPITAL LLC (TRC) | 598.00 -329.0 (-35.5%) | 9.1K -5.5K (-37.8%) | 0.01% -0.003 pp | 0.00% 0.000 pp | USD16.40 -7.4% | 16 qtrs — |
| 66 | HARBOR CAPITAL ADVISORS, INC. | 477.00 -8.0 (-1.6%) | 7.0K -1.0K (-12.5%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD15.75 -3.6% | 2 qtrs — |
| 67 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 423.00 -267.0 (-38.7%) | 6.4K -4.4K (-40.9%) | 0.01% -0.003 pp | 0.00% +0.000 pp | USD16.40 -7.4% | 15 qtrs — |
| 68 | STERLING CAPITAL MANAGEMENT LLC | 397.00 -145.0 (-26.8%) | 6.0K -2.5K (-29.4%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD16.53 -8.1% | 6 qtrs — |
| 69 | CWM, LLC | 301.00 -26.0 (-8.0%) | 5.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD16.30 -6.8% | 6 qtrs — |
| 70 | SPIRE WEALTH MANAGEMENT | 211.00 +3.0 (+1.4%) | 3.2K -74.0 (-2.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD18.04 -15.8% | 12 qtrs — |
| 71 | AMALGAMATED BANK | 217.00 -127.0 (-36.9%) | 3.0K -2.0K (-40.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD16.76 -9.4% | 15 qtrs — |
| 72 | ROYAL BANK OF CANADA | 193.00 -764.0 (-79.8%) | 3.0K -12.0K (-80.0%) | 0.00% -0.008 pp | 0.00% +0.000 pp | USD16.22 -6.4% | 15 qtrs — |
| 73 | OPTIVER HOLDING B.V. | 150.00 +— (+0.0%) | 2.3K -84.0 (-3.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.75 -3.6% | 2 qtrs — |
| 74 | PISCATAQUA SAVINGS BANK | 125.00 +— (+0.0%) | 1.9K -70.0 (-3.6%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD20.25 -25.0% | 11 qtrs — |
| 75 | FARTHER FINANCE ADVISORS, LLC | 113.00 -95.0 (-45.7%) | 1.7K -1.6K (-47.6%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD15.85 -4.2% | 3 qtrs — |
| 76 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 60.00 +60.0 (+100.0%) | 911.00 +911.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD15.18 +0.1% | 1 qtrs NEW |
| 77 | EVERSOURCE WEALTH ADVISORS, LLC | 17.00 -25.0 (-59.5%) | 258.00 -404.0 (-61.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD15.82 -4.0% | 4 qtrs — |
| 78 | UBS ASSET MANAGEMENT AMERICAS INC | 15.00 +15.0 (+100.0%) | 228.00 +228.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.13 +0.4% | 1 qtrs NEW |
| 79 | SBI SECURITIES CO., LTD. | 14.00 -2.0 (-12.5%) | 213.00 -39.0 (-15.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD17.64 -13.9% | 5 qtrs — |
| 80 | IFP ADVISORS, INC | 13.00 +4.0 (+44.4%) | 197.00 +55.0 (+38.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.46 -1.7% | 2 qtrs — |
| 81 | ALLWORTH FINANCIAL LP | — -1.0 (-100.0%) | — -16.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 82 | MASSMUTUAL TRUST CO FSB/ADV | — -36.0 (-100.0%) | — -567.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 3 qtrs SOLD |
| 83 | JONES FINANCIAL COMPANIES LLLP | — -25.0 (-100.0%) | — -394.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 3 qtrs SOLD |
| 84 | GLOBEFLEX CAPITAL L P | — -63.5K (-100.0%) | — -1.0M (-100.0%) | 0.00% -0.698 pp | 0.00% -0.154 pp | USD— | 19 qtrs SOLD |
| 85 | GAMMA INVESTING LLC | — -45.0 (-100.0%) | — -709.0 (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 4 qtrs SOLD |
| 86 | SIMPLEX TRADING, LLC | — -179.0 (-100.0%) | — -2.0K (-100.0%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD— | 3 qtrs SOLD |
| 87 | SRS CAPITAL ADVISORS, INC. | — -190.0 (-100.0%) | — -3.0K (-100.0%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 88 | TRUE WEALTH DESIGN, LLC | — -2.0 (-100.0%) | — -32.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 89 | BAILARD, INC. | — -17.0K (-100.0%) | — -267.3K (-100.0%) | 0.00% -0.187 pp | 0.00% -0.006 pp | USD— | 3 qtrs SOLD |
| 90 | WEALTHSPIRE ADVISORS, LLC | — -269.0 (-100.0%) | — -4.2K (-100.0%) | 0.00% -0.003 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 48 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Acuitas Small Cap Active ETF AIMS | 0.08% | 57.6K | 0.75% |
| 2 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.04% | 4.5K | 0.29% |
| 3 | iShares Micro-Cap ETF IWC | 0.02% | 238.2K | 0.60% |
| 4 | iShares Russell 2000 Value ETF IWN | 0.01% | 1.20M | 0.24% |
| 5 | U.S. Small Cap Growth Portfolio: ETF Class Shares DUSG | 0.01% | 119.0K | 0.33% |
| 6 | WisdomTree U.S. SmallCap Fund EES | 0.01% | 37.6K | 0.38% |
| 7 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 65.0K | 0.06% |
| 8 | iShares Russell 2000 BuyWrite ETF IWMW | 0.00% | 2.0K | 0.39% |
| 9 | U.S. Micro Cap Portfolio ETF DFMC | 0.00% | 272.2K | 0.43% |
| 10 | iShares Russell 2000 ETF IWM | 0.00% | 2.86M | 0.19% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
3
Sells
0
Shares acquired
19.1K
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+19,076
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | Romfo Darla | Director | A-Award | A | Class A common stock, par value $0.01 | 4,322 | 0.00 | — | 17,738 | D | ↗ |
| 2026-05-06 | Dunn Brian D | Director | A-Award | A | Class A common stock, par value $0.01 | 10,432 | 0.00 | — | 63,699 | D | ↗ |
| 2026-05-06 | Burns Richard Jonathan | Director | A-Award | A | Class A common stock, par value $0.01 | 4,322 | 0.00 | — | 19,333 | D | ↗ |
| 2025-12-17 | Dewey Dean | Other | — | — | Class B Common Stock, par value $0.01 | 0 | 0.00 | — | 7,199 | D | ↗ |
| 2025-12-10 | HOUGH RICHARD R III | Director / Officer | A-Award | A | Employee Stock Option (Right to Buy) | 509,481 | 15.29 | 7.79M | 509,481 | D | ↗ |
| 2025-12-03 | GERARD SCOTT A | Officer | A-Award | A | Class B Common Stock, par value $0.01 | 10,922 | 0.00 | — | 161,658 | D | ↗ |
| 2025-12-01 | Gray John Allen | Director / Officer | P-Purchase | A | Class A Common Stock, par value $0.01 | 1,285 | 13.85 | 17.8K | 42,895 | D | ↗ |
| 2025-11-28 | Gray John Allen | Director / Officer | P-Purchase | A | Class A Common Stock, par value $0.01 | 5,500 | 13.83 | 76.1K | 41,610 | D | ↗ |
| 2025-11-26 | Gray John Allen | Director / Officer | P-Purchase | A | Class A Common Stock, par value $0.01 | 15,000 | 13.66 | 204.9K | 36,110 | D | ↗ |
| 2025-05-05 | Romfo Darla | Director | A-Award | A | Class A common stock, par value $0.01 | 3,155 | 0.00 | — | 13,416 | D | ↗ |
| 2025-05-05 | Dunn Brian D | Director | A-Award | A | Class A common stock, par value $0.01 | 7,571 | 0.00 | — | 53,267 | D | ↗ |
| 2025-05-05 | Burns Richard Jonathan | Director | A-Award | A | Class A common stock, par value $0.01 | 3,155 | 0.00 | — | 15,011 | D | ↗ |
| 2024-05-01 | Romfo Darla | Director | A-Award | A | Class A common stock, par value $0.01 | 3,413 | 0.00 | — | 10,261 | — | ↗ |
| 2024-05-01 | HOUGH RICHARD R III | Director / Officer | A-Award | A | Employee Stock Option (Right to Buy) | 279,529 | 14.65 | 4.10M | 279,529 | — | ↗ |
| 2024-05-01 | Gray John Allen | Director / Officer | A-Award | A | Class B Units | 3,413 | 0.00 | — | 125,196 | — | ↗ |
| 2024-05-01 | GERARD SCOTT A | Officer | A-Award | A | Class B Units | 13,652 | 0.00 | — | 150,736 | — | ↗ |
| 2024-05-01 | Dunn Brian D | Director | A-Award | A | Class A common stock, par value $0.01 | 8,191 | 0.00 | — | 45,696 | — | ↗ |
| 2024-05-01 | CAMPBELL DAVID J | Officer | A-Award | A | Class B Common Stock, par value $0.01 | 2,707 | 0.00 | — | 77,484 | — | ↗ |
| 2024-05-01 | Burns Richard Jonathan | Director | A-Award | A | Class A common stock, par value $0.01 | 3,413 | 0.00 | — | 11,856 | — | ↗ |
| 2024-05-01 | Arpano Matthew | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 321,159 | — | ↗ |
| 2024-04-30 | Long Path Smaller Companies Fund, LP | 10% Owner | P-Purchase | A | Class A Common Stock, $0.01 par value per share | 5,112 | 15.05 | 76.9K | 940,798 | — | ↗ |
| 2024-04-30 | HOUGH RICHARD R III | Director / Officer | M-Exempt | A | Class B Units | 60,742 | 0.00 | — | 668,910 | — | ↗ |
| 2024-04-29 | Long Path Smaller Companies Fund, LP | 10% Owner | — | D | Class A Common Stock, $0.01 par value per share | 0 | 0.00 | — | 935,686 | — | ↗ |
| 2024-03-13 | Gray John Allen | Director / Officer | P-Purchase | A | Class A common stock, par value $0.01 | 3,135 | 15.84 | 49.7K | 21,110 | — | ↗ |
| 2023-09-13 | HOUGH RICHARD R III | Director / Officer | F-InKind | D | Class B Units | 83,328 | 0.00 | — | 608,168 | — | ↗ |
| 2023-05-02 | Romfo Darla | Director | A-Award | A | Class A common stock, par value $0.01 | 2,687 | 0.00 | — | 6,848 | — | ↗ |
| 2023-05-02 | Dunn Brian D | Director | A-Award | A | Class A common stock, par value $0.01 | 6,448 | 0.00 | — | 37,505 | — | ↗ |
| 2023-05-02 | Burns Richard Jonathan | Director | A-Award | A | Class A common stock, par value $0.01 | 2,687 | 0.00 | — | 8,443 | — | ↗ |
| 2023-04-03 | HOUGH RICHARD R III | Director / Officer | A-Award | A | Class B Units | 82,508 | 0.00 | — | 586,098 | — | ↗ |
| 2023-04-03 | Gray John Allen | Director / Officer | A-Award | A | Class B Units | 5,501 | 0.00 | — | 121,783 | — | ↗ |
| 2023-04-03 | GERARD SCOTT A | Officer | A-Award | A | Class B Units | 11,001 | 0.00 | — | 137,084 | — | ↗ |
| 2023-04-03 | CAMPBELL DAVID J | Officer | A-Award | A | Class B Common Stock, par value $0.01 | 2,182 | 0.00 | — | 74,777 | — | ↗ |
| 2022-11-01 | HOUGH RICHARD R III | Officer | A-Award | A | Class B Units | 78,929 | 0.00 | — | 78,929 | — | ↗ |
| 2022-11-01 | Gray John Allen | Director / Officer | A-Award | A | Class B Common Stock, par value $0.01 | 13,165 | 0.00 | — | 116,282 | — | ↗ |
| 2022-05-03 | Romfo Darla | Director | A-Award | A | Class A common stock, par value $0.01 | 2,334 | 0.00 | — | 4,161 | — | ↗ |
| 2022-05-03 | Dunn Brian D | Director | A-Award | A | Class A common stock, par value $0.01 | 5,602 | 0.00 | — | 31,057 | — | ↗ |
| 2022-05-03 | Burns Richard Jonathan | Director | A-Award | A | Class A common stock, par value $0.01 | 2,334 | 0.00 | — | 5,756 | — | ↗ |
| 2021-08-02 | Romfo Darla | Director | A-Award | A | Class A common stock, par value $0.01 | 1,827 | 0.00 | — | 1,827 | — | ↗ |
| 2021-06-02 | Romfo Darla | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-05-04 | Dunn Brian D | Director | A-Award | A | Class A common stock, par value $0.01 | 8,213 | 0.00 | — | 25,455 | — | ↗ |
| 2021-05-04 | CONRAD WINTHROP B JR | Director | A-Award | A | Class A common stock, par value $0.01 | 856 | 0.00 | — | 4,856 | — | ↗ |
| 2021-05-04 | Burns Richard Jonathan | Director | A-Award | A | Class A common stock, par value $0.01 | 3,422 | 0.00 | — | 3,422 | — | ↗ |
| 2021-05-03 | HOUGH RICHARD R III | Director / Officer | A-Award | A | Class B Units | 86,269 | 0.00 | — | 424,661 | — | ↗ |
| 2021-05-03 | Gray John Allen | Director / Officer | A-Award | A | Class B Units | 17,973 | 0.00 | — | 103,117 | — | ↗ |
| 2021-05-03 | GERARD SCOTT A | Officer | A-Award | A | Class B Units | 10,784 | 0.00 | — | 126,083 | — | ↗ |
| 2021-05-03 | CAMPBELL DAVID J | Officer | A-Award | A | Class B Common Stock, par value $0.01 | 1,797 | 0.00 | — | 72,595 | — | ↗ |
| 2020-05-01 | HOUGH RICHARD R III | Director / Officer | A-Award | A | Class B Units | 49,116 | 0.00 | — | 338,392 | — | ↗ |
| 2020-04-20 | HOUGH RICHARD R III | Director / Officer | P-Purchase | A | Class A common stock, par value $0.01 | 36 | 9.45 | 340.20 | 9,586 | — | ↗ |
| 2020-04-17 | HOUGH RICHARD R III | Director / Officer | P-Purchase | A | Class A common stock, par value $0.01 | 5,350 | 9.28 | 49.6K | 9,550 | — | ↗ |
| 2020-04-15 | Gray John Allen | Director / Officer | P-Purchase | A | Class A common stock, par value $0.01 | 43 | 9.21 | 396.03 | 17,975 | — | ↗ |
| 2020-04-14 | Gray John Allen | Director / Officer | P-Purchase | A | Class A common stock, par value $0.01 | 7,730 | 9.57 | 74.0K | 17,932 | — | ↗ |
| 2020-04-13 | Gray John Allen | Director / Officer | P-Purchase | A | Class A common stock, par value $0.01 | 2,702 | 9.48 | 25.6K | 10,202 | — | ↗ |
| 2020-03-03 | Dunn Brian D | Director | A-Award | A | Class A common stock, par value $0.01 | 8,242 | 0.00 | — | 17,242 | — | ↗ |
| 2019-12-19 | Gray John Allen | Director / Officer | — | D | Class B common stock, par value $0.01 | 0 | 0.00 | — | 85,144 | — | ↗ |
| 2019-11-12 | CAMPBELL DAVID J | Officer | C-Conversion | A | Class B Units | 5,228 | 0.00 | — | 70,798 | — | ↗ |
| 2019-10-18 | Burns Richard Jonathan | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-08-28 | MESSINA AL | Director | J-Other | D | Class B common stock, par value $0.01 | 2,841 | 0.00 | — | 182,318 | — | ↗ |
| 2019-08-27 | MESSINA AL | Director | J-Other | D | Class B common stock, par value $0.01 | 2,900 | 0.00 | — | 185,159 | — | ↗ |
| 2019-08-26 | MESSINA AL | Director | C-Conversion | A | Class B Units | 8,859 | 0.00 | — | 188,059 | — | ↗ |
| 2019-08-23 | MESSINA AL | Director | C-Conversion | A | Class B Units | 5,400 | 0.00 | — | 196,918 | — | ↗ |
| 2019-05-10 | CAMPBELL DAVID J | Officer | J-Other | D | Class B common stock, par value $0.01 | 65,568 | 0.00 | — | 76,026 | — | ↗ |
| 2019-05-01 | HOUGH RICHARD R III | Director / Officer | A-Award | A | Class B Common Stock, par value $0.01 | 34,388 | 0.00 | — | 289,276 | — | ↗ |
| 2018-10-01 | HOUGH RICHARD R III | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 105,398 | 13.97 | 1.47M | 105,398 | — | ↗ |
| 2018-09-18 | Dunn Brian D | Director | P-Purchase | A | Class A common stock, par value $0.01 | 2,100 | 15.17 | 31.9K | 9,000 | — | ↗ |
| 2018-09-17 | Dunn Brian D | Director | P-Purchase | A | Class A common stock, par value $0.01 | 1,900 | 15.23 | 28.9K | 6,900 | — | ↗ |
| 2018-08-08 | MESSINA AL | Director | C-Conversion | A | Class B Units | 3,160 | 0.00 | — | 202,318 | — | ↗ |
| 2018-08-07 | MESSINA AL | Director | J-Other | D | Class B common stock, par value $0.01 | 6,840 | 0.00 | — | 205,478 | — | ↗ |
| 2018-05-21 | MESSINA AL | Director | J-Other | D | Class B common stock, par value $0.01 | 1,002 | 0.00 | — | 193,307 | — | ↗ |
| 2018-05-18 | MESSINA AL | Director | C-Conversion | A | Class A common stock, par value $0.01 | 1,500 | 0.00 | — | 1,500 | — | ↗ |
| 2018-05-17 | MESSINA AL | Director | C-Conversion | A | Class A common stock, par value $0.01 | 2,775 | 0.00 | — | 2,775 | — | ↗ |
| 2018-05-16 | MESSINA AL | Director | S-Sale | D | Class A common stock, par value $0.01 | 276 | 15.54 | 4.3K | 0 | — | ↗ |
| 2018-05-14 | MESSINA AL | Director | S-Sale | D | Class A common stock, par value $0.01 | 504 | 15.51 | 7.8K | 0 | — | ↗ |
| 2018-05-11 | MESSINA AL | Director | J-Other | D | Class B common stock, par value $0.01 | 219 | 0.00 | — | 199,364 | — | ↗ |
| 2018-05-10 | MESSINA AL | Director | S-Sale | D | Class A common stock, par value $0.01 | 1,125 | 15.57 | 17.5K | 0 | — | ↗ |
| 2018-05-09 | MESSINA AL | Director | J-Other | D | Class B common stock, par value $0.01 | 2,599 | 0.00 | — | 200,708 | — | ↗ |
| 2018-05-02 | MESSINA AL | Director | C-Conversion | A | Class B Units | 1,234 | 0.00 | — | 203,307 | — | ↗ |
| 2018-05-01 | MESSINA AL | Director | C-Conversion | A | Class B Units | 1,436 | 0.00 | — | 204,541 | — | ↗ |
| 2018-05-01 | HOUGH RICHARD R III | Director / Officer | P-Purchase | A | Class A common stock, par value $0.01 | 1,805 | 15.48 | 27.9K | 4,200 | — | ↗ |
| 2018-04-30 | HOUGH RICHARD R III | Director / Officer | P-Purchase | A | Class A common stock, par value $0.01 | 2,195 | 15.35 | 33.7K | 2,395 | — | ↗ |
| 2018-04-26 | MESSINA AL | Director | J-Other | D | Class B common stock, par value $0.01 | 3,317 | 0.00 | — | 205,977 | — | ↗ |
| 2018-04-25 | MESSINA AL | Director | J-Other | D | Class B common stock, par value $0.01 | 2,989 | 0.00 | — | 209,294 | — | ↗ |
| 2018-04-24 | MESSINA AL | Director | C-Conversion | A | Class A common stock, par value $0.01 | 2,694 | 0.00 | — | 2,694 | — | ↗ |
| 2018-04-23 | MESSINA AL | Director | C-Conversion | A | Class B Units | 100 | 0.00 | — | 214,977 | — | ↗ |
| 2018-04-20 | MESSINA AL | Director | S-Sale | D | Class A common stock, par value $0.01 | 289 | 15.55 | 4.5K | 0 | — | ↗ |
| 2018-04-19 | MESSINA AL | Director | C-Conversion | A | Class A common stock, par value $0.01 | 500 | 0.00 | — | 500 | — | ↗ |
| 2018-04-18 | MESSINA AL | Director | S-Sale | D | Class A common stock, par value $0.01 | 3,866 | 15.55 | 60.1K | 0 | — | ↗ |
| 2018-04-17 | MESSINA AL | Director | J-Other | D | Class B common stock, par value $0.01 | 1,975 | 0.00 | — | 219,732 | — | ↗ |
| 2018-04-16 | MESSINA AL | Director | J-Other | D | Class B common stock, par value $0.01 | 1,600 | 0.00 | — | 221,707 | — | ↗ |
| 2018-01-09 | Marital Trust Under Article 7th of the Will of G. Moffett Cochran | 10% Owner | S-Sale | D | Class A common stock, par value $0.01 | 250,000 | 15.00 | 3.75M | 648,153 | — | ↗ |
| 2017-10-24 | Marital Trust Under Article 7th of the Will of G. Moffett Cochran | 10% Owner | S-Sale | D | Class A common stock, par value $0.01 | 5,950 | 15.61 | 92.9K | 898,153 | — | ↗ |
| 2017-10-23 | Marital Trust Under Article 7th of the Will of G. Moffett Cochran | 10% Owner | S-Sale | D | Class A common stock, par value $0.01 | 9,200 | 14.50 | 133.4K | 904,103 | — | ↗ |
| 2017-10-20 | Marital Trust Under Article 7th of the Will of G. Moffett Cochran | 10% Owner | S-Sale | D | Class A common stock, par value $0.01 | 11,200 | 14.52 | 162.6K | 913,303 | — | ↗ |
| 2017-10-19 | Marital Trust Under Article 7th of the Will of G. Moffett Cochran | 10% Owner | S-Sale | D | Class A common stock, par value $0.01 | 2,500 | 14.51 | 36.3K | 924,503 | — | ↗ |
| 2017-10-18 | Marital Trust Under Article 7th of the Will of G. Moffett Cochran | 10% Owner | S-Sale | D | Class A common stock, par value $0.01 | 8,000 | 14.51 | 116.1K | 927,003 | — | ↗ |
| 2017-10-17 | Marital Trust Under Article 7th of the Will of G. Moffett Cochran | 10% Owner | S-Sale | D | Class A common stock, par value $0.01 | 5,600 | 14.50 | 81.2K | 935,003 | — | ↗ |
| 2017-10-16 | Marital Trust Under Article 7th of the Will of G. Moffett Cochran | 10% Owner | S-Sale | D | Class A common stock, par value $0.01 | 8,300 | 14.55 | 120.7K | 940,603 | — | ↗ |
| 2017-10-13 | Marital Trust Under Article 7th of the Will of G. Moffett Cochran | 10% Owner | S-Sale | D | Class A common stock, par value $0.01 | 4,400 | 14.51 | 63.9K | 948,903 | — | ↗ |
| 2017-10-12 | Marital Trust Under Article 7th of the Will of G. Moffett Cochran | 10% Owner | S-Sale | D | Class A common stock, par value $0.01 | 3,700 | 14.53 | 53.8K | 953,303 | — | ↗ |
| 2017-10-11 | Marital Trust Under Article 7th of the Will of G. Moffett Cochran | 10% Owner | S-Sale | D | Class A common stock, par value $0.01 | 5,600 | 14.64 | 82.0K | 957,003 | — | ↗ |
| 2017-10-10 | Marital Trust Under Article 7th of the Will of G. Moffett Cochran | 10% Owner | S-Sale | D | Class A common stock, par value $0.01 | 22,500 | 14.90 | 335.2K | 962,603 | — | ↗ |
| 2017-09-11 | Dunn Brian D | Director | P-Purchase | A | Class A common stock, par value $0.01 | 5,000 | 13.28 | 66.4K | 5,000 | — | ↗ |
| 2017-04-21 | Dunn Brian D | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2017-04-18 | NonMarital Trust Under Article 8th of the Will of G. Moffett Cochran | — | — | D | Class A common stock, par value $0.01 | 0 | 0.00 | — | 20,000 | — | ↗ |
| 2017-04-18 | Marital Trust Under Article 7th of the Will of G. Moffett Cochran | 10% Owner | — | D | Class A common stock, par value $0.01 | 0 | 0.00 | — | 985,103 | — | ↗ |
| 2017-04-18 | JAMES HAMILTON E | 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2017-04-18 | ESTATE OF G. MOFFETT COCHRAN | 10% Owner | J-Other | D | Class A common stock, par value $0.01 | 1,005,103 | 0.00 | — | 0 | — | ↗ |
| 2017-04-18 | Cochran H C Stuart | 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2017-04-18 | Blackford Leo Price | 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-06-10 | PECHTER RICHARD SCOTT | Director | P-Purchase | A | Class A common stock, par value $0.01 | 900 | 12.00 | 10.8K | 45,438 | — | ↗ |
| 2016-05-03 | PECHTER RICHARD SCOTT | Director | A-Award | A | Class A common stock, par value $0.01 | 1,000 | 0.00 | — | 44,538 | — | ↗ |
| 2016-05-03 | KIDD WILMOT H | Director | A-Award | A | Class A common stock, par value $0.01 | 1,000 | 0.00 | — | 26,000 | — | ↗ |
| 2016-05-03 | CONRAD WINTHROP B JR | Director | A-Award | A | Class A common stock, par value $0.01 | 1,000 | 0.00 | — | 4,000 | — | ↗ |
| 2016-03-18 | PECHTER RICHARD SCOTT | Director | P-Purchase | A | Class A common stock, par value $0.01 | 900 | 11.25 | 10.1K | 43,538 | — | ↗ |
| 2016-03-17 | PECHTER RICHARD SCOTT | Director | P-Purchase | A | Class A common stock, par value $0.01 | 2,638 | 11.25 | 29.7K | 42,638 | — | ↗ |
| 2016-02-29 | HOUGH RICHARD R III | Director / Officer | A-Award | A | Class B units | 3,276 | 0.00 | — | 182,645 | — | ↗ |
| 2016-02-29 | GERARD SCOTT A | Officer | A-Award | A | Class B units | 1,090 | 0.00 | — | 66,630 | — | ↗ |
| 2016-02-29 | CAMPBELL DAVID J | Officer | A-Award | A | Class B Common Stock, par value $0.01 | 545 | 0.00 | — | 99,769 | — | ↗ |
| 2015-08-06 | MESSINA AL | Director | A-Award | A | Class B Common Stock, par value $0.01 | 38,023 | 0.00 | — | 202,318 | — | ↗ |
| 2015-08-06 | HOUGH RICHARD R III | Director / Officer | A-Award | A | Class B units | 72,243 | 0.00 | — | 254,888 | — | ↗ |
| 2015-08-06 | GERARD SCOTT A | Officer | A-Award | A | Restricted Stock Units | 48,669 | 0.00 | — | 48,669 | — | ↗ |
| 2015-08-06 | CAMPBELL DAVID J | Officer | A-Award | A | Restricted Stock Units | 41,825 | 0.00 | — | 41,825 | — | ↗ |
| 2015-06-02 | PECHTER RICHARD SCOTT | Director | P-Purchase | A | Class A common stock, par value $0.01 | 17,100 | 12.96 | 221.6K | 40,000 | — | ↗ |
| 2015-03-31 | PECHTER RICHARD SCOTT | Director | P-Purchase | A | Class A common stock, par value $0.01 | 5,400 | 14.11 | 76.2K | 22,900 | — | ↗ |
| 2015-02-28 | MESSINA AL | Director | J-Other | A | Class B Common Stock, par value $0.01 | 7,198 | 0.00 | — | 204,295 | — | ↗ |
| 2015-02-28 | HOUGH RICHARD R III | Director / Officer | J-Other | A | Class B units | 7,931 | 0.00 | — | 179,369 | — | ↗ |
| 2015-02-28 | GERARD SCOTT A | Officer | J-Other | A | Class B Common Stock, par value $0.01 | 5,215 | 0.00 | — | 65,540 | — | ↗ |
| 2015-02-28 | ESTATE OF G. MOFFETT COCHRAN | 10% Owner | J-Other | D | Class B Common Stock, par value $0.01 | 11,246 | 0.00 | — | 0 | — | ↗ |
| 2015-02-28 | CAMPBELL DAVID J | Officer | J-Other | A | Class B units | 4,155 | 0.00 | — | 99,224 | — | ↗ |
| 2014-11-18 | JAFFE MARTIN | 10% Owner | J-Other | D | Class B common stock, par value $0.01 | 100,000 | 0.00 | — | 826,914 | — | ↗ |
| 2014-09-19 | PECHTER RICHARD SCOTT | Director | P-Purchase | A | Class A common stock, par value $0.01 | 2,500 | 14.90 | 37.3K | 17,500 | — | ↗ |
| 2014-08-19 | PECHTER RICHARD SCOTT | Director | P-Purchase | A | Class A common stock, par value $0.01 | 5,000 | 16.50 | 82.5K | 15,000 | — | ↗ |
| 2014-07-23 | ESTATE OF G. MOFFETT COCHRAN | 10% Owner | S-Sale | D | Class A common stock, par value $0.01 | 900,000 | 15.90 | 14.31M | 993,857 | — | ↗ |
| 2014-03-20 | PECHTER RICHARD SCOTT | Director | P-Purchase | A | Class A common stock, par value $0.01 | 5,000 | 17.50 | 87.5K | 10,000 | — | ↗ |
| 2014-03-19 | PECHTER RICHARD SCOTT | Director | P-Purchase | A | Class A common stock, par value $0.01 | 5,000 | 17.48 | 87.4K | 5,000 | — | ↗ |
| 2014-03-19 | MESSINA AL | Director | J-Other | A | Class B common stock, par value $0.01 | 18,408 | 0.00 | — | 197,097 | — | ↗ |
| 2014-03-19 | HOUGH RICHARD R III | Director / Officer | J-Other | A | Class B units | 15,641 | 0.00 | — | 171,438 | — | ↗ |
| 2014-03-19 | GERARD SCOTT A | Officer | J-Other | A | Class B units | 2,465 | 0.00 | — | 60,325 | — | ↗ |
| 2014-03-19 | CAMPBELL DAVID J | Officer | J-Other | A | Class B units | 7,155 | 0.00 | — | 95,069 | — | ↗ |
| 2014-02-13 | ESTATE OF G. MOFFETT COCHRAN | 10% Owner | — | D | Class A common stock, par value $0.01 | 0 | 0.00 | — | 1,893,857 | — | ↗ |
| 2013-11-18 | COCHRAN GEORGE MOFFETT | 10% Owner | J-Other | A | Class A common stock, par value $0.01 | 1,856,844 | 0.00 | — | 1,856,854 | — | ↗ |
| 2013-07-02 | VULCAN WEALTH MANAGEMENT LLC | 10% Owner | S-Sale | D | Class B common stock, par value $0.01 | 2,678,657 | 0.01 | 26.8K | 0 | — | ↗ |
| 2013-07-02 | MESSINA AL | — | S-Sale | D | Class B common stock, par value $0.01 | 17,679 | 0.01 | 176.79 | 178,689 | — | ↗ |
| 2013-07-02 | KIDD WILMOT H | Director | P-Purchase | A | Class A common stock, par value $0.01 | 25,000 | 11.00 | 275.0K | 25,000 | — | ↗ |
| 2013-07-02 | JAFFE MARTIN | 10% Owner | S-Sale | D | Class B Units | 463,468 | 0.00 | — | 926,914 | — | ↗ |
| 2013-07-02 | HOUGH RICHARD R III | Director / Officer | P-Purchase | A | Class A common stock, par value $0.01 | 200 | 11.00 | 2.2K | 200 | — | ↗ |
| 2013-07-02 | GERARD SCOTT A | Officer | P-Purchase | A | Class A common stock, par value $0.01 | 100 | 11.00 | 1.1K | 100 | — | ↗ |
| 2013-07-02 | CONRAD WINTHROP B JR | Director | P-Purchase | A | Class A common stock, par value $0.01 | 3,000 | 11.00 | 33.0K | 3,000 | — | ↗ |
| 2013-07-02 | COCHRAN GEORGE MOFFETT | Director / Officer / 10% Owner | S-Sale | D | Class B Units | 206,295 | 0.00 | — | 1,856,844 | — | ↗ |
| 2013-07-02 | CAMPBELL DAVID J | Officer | P-Purchase | A | Class A common stock, par value $0.01 | 100 | 11.00 | 1.1K | 100 | — | ↗ |
| 2013-06-26 | VULCAN WEALTH MANAGEMENT LLC | 10% Owner | — | I | Class B common stock, par value $0.01 | 0 | 0.00 | — | 2,678,657 | — | ↗ |
| 2013-06-26 | PECHTER RICHARD SCOTT | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2013-06-26 | MESSINA AL | Officer | — | D | Class B Units | 196,368 | 0.00 | — | 0 | — | ↗ |
| 2013-06-26 | KIDD WILMOT H | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2013-06-26 | JAFFE MARTIN | 10% Owner | — | D | Class B Units | 1,390,382 | 0.00 | — | 0 | — | ↗ |
| 2013-06-26 | HOUGH RICHARD R III | Director / Officer | — | D | Class B Units | 155,797 | 0.00 | — | 0 | — | ↗ |
| 2013-06-26 | GERARD SCOTT A | Officer | — | D | Class B common stock, par value $0.01 | 0 | 0.00 | — | 57,860 | — | ↗ |
| 2013-06-26 | CONRAD WINTHROP B JR | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2013-06-26 | COCHRAN GEORGE MOFFETT | Director / Officer / 10% Owner | — | D | Class B Units | 1,856,844 | 0.00 | — | 0 | — | ↗ |
| 2013-06-26 | CAMPBELL DAVID J | Officer | — | D | Class B Units | 87,914 | 0.00 | — | 0 | — | ↗ |
| 2012-11-13 | PECHTER RICHARD SCOTT | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2012-11-13 | KIDD WILMOT H | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2012-11-13 | HOUGH RICHARD R III | Director / Officer | — | D | Class B Units | 144,298 | 0.00 | — | 0 | — | ↗ |
| 2012-11-13 | GERARD SCOTT A | Officer | — | D | Class B Units | 54,241 | 0.00 | — | 0 | — | ↗ |
| 2012-11-13 | CONRAD WINTHROP B JR | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2012-11-13 | COCHRAN GEORGE MOFFETT | Director / Officer / 10% Owner | — | I | Class B Units | 165,744 | 0.00 | — | 0 | — | ↗ |
| 2012-11-13 | CAMPBELL DAVID J | Officer | — | D | Class B Units | 82,608 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
69.9K
Shares Outstanding
7.67M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Richard R. Hough, Chief Executive Officer and President | 900.0K | 1.40M | — | 1.60M | — | 139.6K | 4.04M | 39.61% | ↗ |
| 2 | 2025 | Matthew Arpano, Managing Director and Portfolio Manager | 375.0K | 3.11M | — | — | — | 56.4K | 3.55M | 0.00% | ↗ |
| 3 | 2025 | J. Allen Gray, Managing Director – Institutional Business | 500.0K | 1.27M | — | — | — | 33.0K | 1.80M | 0.00% | ↗ |
| 4 | 2025 | Scott A. Gerard, Chief Financial Officer | 391.7K | 1.16M | 158.2K | — | — | 62.1K | 1.77M | 8.94% | ↗ |
| 5 | 2025 | David J. Campbell, General Counsel and Secretary | 391.7K | 875.0K | — | — | — | 14.8K | 1.28M | 0.00% | ↗ |
| 6 | 2024 | Richard R. Hough, Chief Executive Officer and President | 900.0K | 1.40M | 500.0K | 1.00M | — | 189.0K | 3.99M | 37.60% | ↗ |
| 7 | 2024 | Matthew Arpano, Managing Director and Portfolio Manager | 325.0K | 3.09M | — | — | — | 45.3K | 3.46M | 0.00% | ↗ |
| 8 | 2024 | J. Allen Gray, Managing Director – Institutional Business | 500.0K | 1.68M | 50.0K | — | — | 42.8K | 2.27M | 2.20% | ↗ |
| 9 | 2024 | Scott A. Gerard, Chief Financial Officer | 375.0K | 1.00M | 200.0K | — | — | 51.7K | 1.63M | 12.29% | ↗ |
| 10 | 2024 | David J. Campbell, General Counsel and Secretary | 375.0K | 874.6K | 39.7K | — | — | 14.3K | 1.30M | 3.04% | ↗ |
| 11 | 2023 | Richard R. Hough, Chief Executive Officer and President | 875.0K | 1.50M | 1.50M | — | — | 1.77M | 5.64M | 26.59% | ↗ |
| 12 | 2023 | J. Allen Gray, Managing Director – Institutional Business | 500.0K | 1.85M | 100.0K | — | — | 33.2K | 2.48M | 4.03% | ↗ |
| 13 | 2023 | Scott A. Gerard, Chief Financial Officer | 375.0K | 903.0K | — | — | — | 35.8K | 1.31M | 0.00% | ↗ |
| 14 | 2023 | David J. Campbell, General Counsel and Secretary | 375.0K | 793.3K | — | — | — | 11.9K | 1.18M | 0.00% | ↗ |
| 15 | 2023 | Albert S. Messina, Managing Director and Portfolio Manager | 320.8K | 574.8K | — | — | — | 44.3K | 939.9K | 0.00% | ↗ |
| 16 | 2022 | Richard R. Hough, Chief Executive Officer and President | 741.7K | 1.65M | 1.50M | — | — | 134.6K | 4.03M | 37.26% | ↗ |
| 17 | 2022 | J. Allen Gray, Managing Director – Institutional Business | 466.7K | 1.96M | 100.0K | — | — | 31.0K | 2.56M | 3.91% | ↗ |
| 18 | 2022 | Scott A. Gerard, Chief Financial Officer | 375.0K | 903.0K | — | — | — | 38.0K | 1.32M | 0.00% | ↗ |
| 19 | 2022 | David J. Campbell, General Counsel and Secretary | 375.0K | 793.3K | — | — | — | 13.2K | 1.18M | 0.00% | ↗ |
| 20 | 2022 | Albert S. Messina, Managing Director and Portfolio Manager | 300.0K | 765.8K | — | — | — | 46.1K | 1.11M | 0.00% | ↗ |
| 21 | 2021 | Richard R. Hough, Chief Executive Officer and President | 700.0K | 1.00M | 1.50M | — | — | 125.0K | 3.33M | 45.11% | ↗ |
| 22 | 2021 | J. Allen Gray, Managing Director – Institutional Business | 300.0K | 2.12M | 250.0K | — | — | 21.2K | 2.69M | 9.28% | ↗ |
| 23 | 2021 | Scott A. Gerard, Chief Financial Officer | 375.0K | 1.05M | 150.0K | — | — | 32.2K | 1.61M | 9.33% | ↗ |
| 24 | 2021 | Albert S. Messina, Managing Director and Portfolio Manager | 300.0K | 910.0K | — | — | — | 49.8K | 1.26M | 0.00% | ↗ |
| 25 | 2021 | David J. Campbell, General Counsel and Secretary | 375.0K | 793.3K | 25.0K | — | — | 1.4K | 1.19M | 2.09% | ↗ |
| 26 | 2020 | Richard R. Hough, Chief Executive Officer and President | 700.0K | 900.0K | 500.0K | 500.0K | — | 67.5K | 2.67M | 37.49% | ↗ |
| 27 | 2020 | J. Allen Gray, Managing Director – Institutional Business | 300.0K | 1.67M | — | — | — | — | 1.97M | 0.00% | ↗ |
| 28 | 2020 | Scott A. Gerard, Chief Financial Officer | 375.0K | 750.0K | — | — | — | 21.1K | 1.15M | 0.00% | ↗ |
| 29 | 2020 | David J. Campbell, General Counsel and Secretary | 375.0K | 696.2K | — | — | — | 17.8K | 1.09M | 0.00% | ↗ |
| 30 | 2020 | Albert S. Messina, Managing Director and Portfolio Manager | 300.0K | 469.9K | — | — | — | 33.1K | 803.0K | 0.00% | ↗ |
| 31 | 2019 | Richard R. Hough, Chief Executive Officer and President | 700.0K | 1.00M | 844.4K | — | — | — | 2.54M | 33.19% | ↗ |
| 32 | 2019 | J. Allen Gray, Managing Director – Institutional Business | 300.0K | 1.95M | 18.1K | — | — | — | 2.26M | 0.80% | ↗ |
| 33 | 2019 | Scott A. Gerard, Chief Financial Officer | 375.0K | 867.0K | 12.4K | — | — | 19.5K | 1.27M | 0.98% | ↗ |
| 34 | 2019 | David J. Campbell, General Counsel and Secretary | 375.0K | 696.2K | 12.6K | — | — | — | 1.08M | 1.16% | ↗ |
| 35 | 2019 | Albert S. Messina, Managing Director and Portfolio Manager | 300.0K | 522.1K | 9.6K | — | — | 34.0K | 865.7K | 1.11% | ↗ |
| 36 | 2018 | Richard R. Hough, Chief Executive Officer and President | 700.0K | 1.50M | 535.6K | — | — | — | 2.74M | 19.58% | ↗ |
| 37 | 2018 | J. Allen Gray, Managing Director – Institutional Business | 300.0K | 2.08M | 35.0K | — | — | — | 2.41M | 1.45% | ↗ |
| 38 | 2018 | Scott A. Gerard, Chief Financial Officer | 375.0K | 826.0K | 24.0K | — | — | 18.7K | 1.24M | 1.93% | ↗ |
| 39 | 2018 | David J. Campbell, General Counsel and Secretary | 375.0K | 663.0K | 20.6K | — | — | — | 1.06M | 1.95% | ↗ |
| 40 | 2018 | Albert S. Messina, Managing Director and Portfolio Manager | 300.0K | 584.3K | 19.1K | — | — | 34.6K | 938.0K | 2.04% | ↗ |
| 41 | 2017 | Richard R. Hough, Chief Executive Officer and President | 700.0K | 1.50M | 39.6K | — | — | — | 2.24M | 1.77% | ↗ |
| 42 | 2017 | J. Allen Gray, Managing Director – Institutional Business | 300.0K | 1.84M | 38.9K | — | — | — | 2.18M | 1.79% | ↗ |
| 43 | 2017 | Scott A. Gerard, Chief Financial Officer | 375.0K | 739.0K | 26.7K | — | — | — | 1.14M | 2.34% | ↗ |
| 44 | 2017 | David J. Campbell, General Counsel and Secretary | 375.0K | 593.0K | 22.9K | — | — | — | 990.9K | 2.31% | ↗ |
| 45 | 2017 | Albert S. Messina, Managing Director and Portfolio Manager | 300.0K | 507.0K | 20.8K | — | — | 28.4K | 856.2K | 2.43% | ↗ |
| 46 | 2016 | Richard R. Hough, Chief Executive Officer and President | 700.0K | 725.0K | — | — | — | — | 1.48M | 0.00% | ↗ |
| 47 | 2016 | Scott A. Gerard, Chief Financial Officer | 375.0K | 564.0K | — | — | — | — | 976.4K | 0.00% | ↗ |
| 48 | 2016 | David J. Campbell, General Counsel and Secretary | 375.0K | 443.0K | — | — | — | — | 850.1K | 0.00% | ↗ |
| 49 | 2016 | Albert S. Messina, Managing Director and Portfolio Manager | 300.0K | 461.2K | — | — | — | 22.3K | 812.6K | 0.00% | ↗ |
| 50 | 2015 | Richard R. Hough, Chief Executive Officer and President | 700.0K | 725.0K | 955.8K | — | — | — | 2.40M | 39.83% | ↗ |
| 51 | 2015 | Scott A. Gerard, Chief Financial Officer | 375.0K | 564.0K | 643.9K | — | — | — | 1.59M | 40.41% | ↗ |
| 52 | 2015 | David J. Campbell, General Counsel and Secretary | 375.0K | 443.0K | 553.3K | — | — | — | 1.38M | 40.08% | ↗ |
| 53 | 2015 | Albert S. Messina, Managing Director and Portfolio Manager | 300.0K | 522.3K | 503.0K | — | — | 18.1K | 1.35M | 37.20% | ↗ |
| 54 | 2014 | Richard R. Hough, Chief Executive Officer and President | 650.0K | 725.0K | — | — | — | — | 1.38M | 0.00% | ↗ |
| 55 | 2014 | Richard R. Hough, Chief Executive Officer and President | 650.0K | 725.0K | — | — | — | — | 1.38M | 0.00% | ↗ |
| 56 | 2014 | Scott A. Gerard, Chief Financial Officer | 375.0K | 564.0K | — | — | — | — | 943.0K | 0.00% | ↗ |
| 57 | 2014 | Scott A. Gerard, Chief Financial Officer | 375.0K | 564.0K | — | — | — | — | 943.0K | 0.00% | ↗ |
| 58 | 2014 | David J. Campbell, General Counsel and Secretary | 375.0K | 443.0K | — | — | — | — | 820.9K | 0.00% | ↗ |
| 59 | 2014 | David J. Campbell, General Counsel and Secretary | 375.0K | 443.0K | — | — | — | — | 820.9K | 0.00% | ↗ |
| 60 | 2014 | Albert S. Messina, Managing Director and Portfolio Manager | 300.0K | 319.0K | — | — | — | 18.0K | 641.4K | 0.00% | ↗ |
| 61 | 2014 | Albert S. Messina, Managing Director and Portfolio Manager | 300.0K | 319.0K | — | — | — | 18.0K | 641.4K | 0.00% | ↗ |
| 62 | 2013 | Richard R. Hough, Chief Executive Officer and President | 500.0K | 599.4K | — | — | — | — | 1.15M | 0.00% | ↗ |
| 63 | 2013 | Richard R. Hough, Chief Executive Officer and President | 500.0K | 599.4K | — | — | — | — | 1.15M | 0.00% | ↗ |
| 64 | 2013 | G. Moffett Cochran, former Chairman and Chief Executive Officer | 662.4K | — | — | — | — | 301.8K | 1.02M | 0.00% | ↗ |
| 65 | 2013 | Scott A. Gerard, Chief Financial Officer | 375.0K | 490.0K | — | — | — | — | 881.2K | 0.00% | ↗ |
| 66 | 2013 | Scott A. Gerard, Chief Financial Officer | 375.0K | 490.0K | — | — | — | — | 881.2K | 0.00% | ↗ |
| 67 | 2013 | David J. Campbell, General Counsel and Secretary | 375.0K | 385.0K | — | — | — | — | 782.7K | 0.00% | ↗ |
| 68 | 2013 | David J. Campbell, General Counsel and Secretary | 375.0K | 385.0K | — | — | — | — | 782.7K | 0.00% | ↗ |
| 69 | 2013 | Albert S. Messina, Managing Director and Portfolio Manager | 300.0K | 306.0K | — | — | — | 21.4K | 673.0K | 0.00% | ↗ |
| 70 | 2013 | Albert S. Messina, Managing Director and Portfolio Manager | 300.0K | 306.0K | — | — | — | 21.4K | 673.0K | 0.00% | ↗ |
| 71 | 2012 | Richard R. Hough, Chief Executive Officer and President | 455.7K | 425.0K | 207.8K | — | — | — | 1.10M | 18.81% | ↗ |
| 72 | 2012 | Richard R. Hough, Chief Executive Officer and President | 455.7K | 425.0K | 207.8K | — | — | — | 1.10M | 18.81% | ↗ |
| 73 | 2012 | G. Moffett Cochran, former Chairman and Chief Executive Officer | 708.3K | — | — | — | — | 248.4K | 973.4K | 0.00% | ↗ |
| 74 | 2012 | Scott A. Gerard, Chief Financial Officer | 339.1K | 350.0K | 69.2K | — | — | — | 763.0K | 9.06% | ↗ |
| 75 | 2012 | Scott A. Gerard, Chief Financial Officer | 339.1K | 350.0K | 69.2K | — | — | — | 763.0K | 9.06% | ↗ |
| 76 | 2012 | Albert S. Messina, Managing Director and Portfolio Manager | 300.0K | 381.5K | — | — | — | — | 701.1K | 0.00% | ↗ |
| 77 | 2012 | Albert S. Messina, Managing Director and Portfolio Manager | 300.0K | 381.5K | — | — | — | — | 701.1K | 0.00% | ↗ |
| 78 | 2012 | David J. Campbell, General Counsel and Secretary | 339.1K | 275.0K | 34.6K | — | — | — | 656.1K | 5.27% | ↗ |
| 79 | 2012 | David J. Campbell, General Counsel and Secretary | 339.1K | 275.0K | 34.6K | — | — | — | 656.1K | 5.27% | ↗ |
| 80 | 2011 | G. Moffett Cochran, former Chairman and Chief Executive Officer | 500.0K | — | 396.8K | — | — | 230.5K | 1.14M | 34.85% | ↗ |
| 81 | 2011 | Albert S. Messina, Managing Director and Portfolio Manager | 300.0K | 391.0K | 125.6K | — | — | — | 832.4K | 15.09% | ↗ |
| 82 | 2011 | Richard R. Hough, Chief Executive Officer and President | 400.0K | 225.0K | 74.5K | — | — | — | 708.1K | 10.52% | ↗ |
| 83 | 2011 | Scott A. Gerard, Chief Financial Officer | 325.0K | 200.0K | 66.0K | — | — | — | 593.0K | 11.13% | ↗ |
| 84 | 2011 | David J. Campbell, General Counsel and Secretary | 325.0K | 175.0K | 57.8K | — | — | — | 562.9K | 10.26% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Matthew Arpano | MD and Portfolio Manager of Equity & Fixed-Income Portfolios | 4M | male |
| Richard R. Hough | Chief Executive Officer, President & Chairman | 2M | male |
| John Allen Gray | MD, Head of Institutional Business & Non-Independent Director | 2M | male |
| Scott Andrew Gerard | Chief Financial Officer | 1M | male |
| David John Campbell | General Counsel & Secretary | 1M | male |
| Robert H. Bucher | Managing Director & Portfolio Manager | 939.9K | male |
| Rohan Kalyanpur | Chief Technology Officer & Director | — | male |
| Tabitha Albright | Head of Human Resources | — | female |
| Evan Kwiatkowski | Managing Director & Senior Tax Manager | — | male |
| Kate Burns | Partner | — | female |
| Kim Campione | MD & Head of Operations | — | female |
| Lorena Cardenas | Partner, Director & Deputy Chief Compliance Officer | — | female |
ESG Rating
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for SAMG
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.
