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Stellus Capital Investment Corporation (SCM)
USD8.48
+0.13 (+1.51%)
US NYSE Financial Services Asset Management
Address
4400 Post Oak Parkway 77027
Houston, TX, US
Houston, TX, US
CEO
William Todd Huskinson
IPO
2012-11-08
CIK 1551901 ISIN US8585681088
Description
Stellus Capital Investment Corporation operates as a Business Development Company (BDC), allocating capital to privately-held, mid-sized enterprises. The firm employs various financing structures, including senior secured (first lien), junior secured (second lien), blended (unitranche), and hybrid (mezzanine) debt, frequently complemented by an equity stake. Its geographic investment focus is primarily on opportunities within the United States and Canada. Stellus Capital targets businesses that generate annual Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) ranging from $5 million to $50 million.
News Sentiment (7d)
Based on only 1 article — low confidence
- Dividend Power: 6 'Safer' Ideal Dogs To Buy In July Seeking Alpha
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
USD8.48
+0.13 (+1.51%)
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Volume Profile
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Liquidity & share structure
Average Volume
172.9K
Beta
0.63
Float Shares
27.72M
Free Float %
95.8%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.87% | -2.77% | +1.28% | -17.58% | -21.54% | -25.32% | -28.15% | -35.58% | -23.63% | -5.30% | -37.20% |
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 (8 ratings, all time)
Hold
Price Targets & DCF
Current price
8.48
Low
13.25
+56.3%
Consensus
13.25
+56.3%
Median
13.25
+56.3%
High
13.25
+56.3%
DCF (Unlevered)
12.63
+49.0%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
20% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 1 |
13.25
+56.3%
|
Quality scores
Altman Z-Score
-0.11
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
2 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%-19.1% Q1'26: +166,792,873.7% (vs Q1'25)
-
EPS growth Asset Management: +22.7%-46.9% Q1'26: +44.4% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%-13.1% Q1'26: +97.9% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+42.8% Q1'26: +0.0% (vs Q1'25)
-
ROIC Asset Management: +6.5%+2.7% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Asset Management: +0.0%+10.8% Q1'26: +4.9% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×22.77×
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 3 Rev. Ana. 4 EPS Ana. |
Dec 2027 3 Rev. Ana. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
10.38M
est: 34.83M (-70.2%)
|
26.45M
est: 38.96M (-32.1%)
|
27.26M
est: 41.03M (-33.6%)
|
31.06M
est: 51.95M (-40.2%)
|
46.66M
est: 58.96M (-20.9%)
|
41.83M
est: 56.93M (-26.5%)
|
61.38M
est: 62.52M (-1.8%)
|
45.42M
est: 73.20M (-38.0%)
|
53.24M
est: 107.77M (-50.6%)
|
82.72M
est: 105.77M (-21.8%)
|
66.96M
est: 103.25M (-35.2%)
|
98.87M
98.64M – 99.09M
-4.2% YoY
|
98.39M
96.57M – 100.20M
-0.5% YoY
|
81.75M
79.79M – 85.54M
-16.9% YoY
|
| EBITDA |
22.08M
est: 16.27M (+35.7%)
|
25.30M
est: 18.19M (+39.1%)
|
30.46M
est: 19.16M (+59.0%)
|
34.91M
est: 24.26M (+43.9%)
|
27.41M
est: 27.54M (-0.5%)
|
21.19M
est: 26.59M (-20.3%)
|
37.12M
est: 29.20M (+27.1%)
|
15.87M
est: 34.19M (-53.6%)
|
16.01M
est: 52.63M (-69.6%)
|
47.46M
est: 47.72M (-0.5%)
|
28.63M
est: 46.59M (-38.6%)
|
44.61M
44.51M – 44.71M
-4.2% YoY
|
44.40M
43.57M – 45.21M
-0.5% YoY
|
36.89M
36.00M – 38.60M
-16.9% YoY
|
| EBIT |
13.94M
est: 16.27M (-14.3%)
|
30.82M
est: 18.19M (+69.4%)
|
30.46M
est: 19.16M (+59.0%)
|
38.81M
est: 24.26M (+60.0%)
|
27.41M
est: 27.54M (-0.5%)
|
21.19M
est: 26.59M (-20.3%)
|
37.12M
est: 29.20M (+27.1%)
|
15.87M
est: 34.19M (-53.6%)
|
16.01M
est: 52.63M (-69.6%)
|
47.46M
est: 47.72M (-0.5%)
|
28.63M
est: 46.59M (-38.6%)
|
44.61M
44.51M – 44.71M
-4.2% YoY
|
44.40M
43.57M – 45.21M
-0.5% YoY
|
36.89M
36.00M – 38.60M
-16.9% YoY
|
| Net Income |
7.67M
est: 32.41M (-76.3%)
|
23.20M
est: 34.77M (-33.3%)
|
22.61M
est: 31.84M (-29.0%)
|
26.19M
est: 34.94M (-25.0%)
|
26.44M
est: 31.33M (-15.6%)
|
20.19M
est: 28.92M (-30.2%)
|
33.57M
est: 29.08M (+15.5%)
|
14.49M
est: 31.91M (-54.6%)
|
17.53M
est: 32.33M (-45.8%)
|
45.84M
est: 48.35M (-5.2%)
|
27.05M
est: 37.33M (-27.5%)
|
29.57M
28.20M – 30.88M
-20.8% YoY
|
29.92M
27.83M – 32.01M
+1.2% YoY
|
27.80M
26.93M – 29.47M
-7.1% YoY
|
| SGA |
3.26M
est: 3.32M (-1.7%)
|
3.63M
est: 3.71M (-2.3%)
|
4.24M
est: 3.91M (+8.3%)
|
4.25M
est: 4.95M (-14.2%)
|
4.28M
est: 5.62M (-23.9%)
|
4.69M
est: 5.43M (-13.5%)
|
5.00M
est: 5.96M (-16.1%)
|
5.08M
est: 6.98M (-27.2%)
|
5.53M
est: 657.25M (-99.2%)
|
5.57M
est: 9.76M (-42.9%)
|
6.47M
est: 9.52M (-32.1%)
|
9.12M
9.10M – 9.14M
-4.2% YoY
|
9.08M
8.91M – 9.24M
-0.5% YoY
|
7.54M
7.36M – 7.89M
-16.9% YoY
|
| EPS |
0.61
est: 1.27 (-51.8%)
|
1.86
est: 1.36 (+36.9%)
|
1.52
est: 1.24 (+22.2%)
|
1.64
est: 1.37 (+20.1%)
|
1.45
est: 1.22 (+18.5%)
|
1.04
est: 1.13 (-8.0%)
|
1.72
est: 1.14 (+51.4%)
|
0.74
est: 1.25 (-40.6%)
|
0.80
est: 1.12 (-28.8%)
|
1.79
est: 1.70 (+5.0%)
|
0.95
est: 1.31 (-27.5%)
|
1.03
0.99 – 1.09
-21.3% YoY
|
1.05
0.98 – 1.13
+1.7% YoY
|
0.98
0.95 – 1.04
-6.7% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 | 2/5 | 5/5 |
| 2026-05-08 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-07 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-06 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-05 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-29 | B | 3/5 | 4/5 | 2/5 | 3/5 | 1/5 | 2/5 | 5/5 |
| 2026-04-28 | B | 3/5 | 4/5 | 2/5 | 3/5 | 1/5 | 2/5 | 5/5 |
| 2026-04-27 | B | 3/5 | 4/5 | 2/5 | 3/5 | 1/5 | 2/5 | 5/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 2/5 | 3/5 | 1/5 | 2/5 | 5/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 2/5 | 3/5 | 1/5 | 2/5 | 5/5 |
| 2026-04-22 | B | 3/5 | 4/5 | 2/5 | 3/5 | 1/5 | 2/5 | 5/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 2/5 | 3/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 2/5 | 3/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 2/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 2/5 | 4/5 | 1/5 | 3/5 | 5/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-36.95T
OE per share TTM
-1,338,634.86
Owner's Yield
-13,478,805.62%
Maintenance CapEx ratio
244,396.76%
Maint CapEx / Avg PPE
0.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
20
Total invested
12.91M
Insider transactions (90d)
0
Beneficial owners (>5%)
5
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 13-3695715 | 1.88M | 15.00% | — | 1.88M | — | 1.88M | IA, PN | Delaware | 2015-02-17 | ↗ |
| 2 | 26-2474928 | 1.88M | 15.00% | — | 1.88M | — | 1.88M | OO | Delaware | 2015-02-17 | ↗ |
| 3 | 45-2958319 | 1.88M | 15.00% | — | 1.88M | — | 1.88M | OO | Delaware | 2015-02-17 | ↗ |
| 4 | David E. Shaw | 1.88M | 15.00% | — | 1.88M | — | 1.88M | IN | United States | 2015-02-17 | ↗ |
| 5 | 20-0532180 | 613.6K | 4.92% | 613.6K | — | 613.6K | — | BD | Delaware, U.S.A. | 2017-04-10 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
20
-47 vs prev Q
New positions
5
Closed positions
50
Increased
10
Reduced
3
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 | LPL FINANCIAL LLC | 309.0K +270.2K (+695.6%) | 3.92M +3.4M (+672.4%) | 1.09% +0.948 pp | 0.00% +0.001 pp | USD12.73 -0.4% | 26 qtrs — |
| 2 | TWO SIGMA INVESTMENTS, LP | 284.1K +58.8K (+26.1%) | 3.60M +660.5K (+22.5%) | 1.00% +0.205 pp | 0.01% +0.001 pp | USD13.33 -4.9% | 49 qtrs — |
| 3 | CI PRIVATE WEALTH, LLC | 281.2K +7.1K (+2.6%) | 3.57M -14.6K (-0.4%) | 0.99% +0.023 pp | 0.00% -0.001 pp | USD13.58 -6.6% | 8 qtrs — |
| 4 | TWO SIGMA ADVISERS, LP | 265.2K -20.6K (-7.2%) | 3.36M -369.4K (-9.9%) | 0.93% -0.075 pp | 0.01% -0.001 pp | USD13.62 -6.9% | 23 qtrs — |
| 5 | MUZINICH & CO., INC. | 253.5K +46.6K (+22.5%) | 3.21M +512.8K (+19.0%) | 0.89% +0.162 pp | 1.01% -0.033 pp | USD13.20 -3.9% | 45 qtrs — |
| 6 | RAYMOND JAMES FINANCIAL INC | 226.2K -5.1K (-2.2%) | 2.87M -152.2K (-5.0%) | 0.79% -0.020 pp | 0.00% 0.000 pp | USD13.77 -7.9% | 5 qtrs — |
| 7 | CONDOR CAPITAL MANAGEMENT | 214.4K +11.6K (+5.7%) | 2.72M +69.9K (+2.6%) | 0.75% +0.039 pp | 0.22% +0.003 pp | USD13.10 -3.2% | 14 qtrs — |
| 8 | LEGAL & GENERAL GROUP PLC | 204.3K +32.7K (+19.0%) | 2.59M +351.0K (+15.7%) | 0.72% +0.113 pp | 0.00% +0.000 pp | USD12.42 +2.1% | 25 qtrs — |
| 9 | ETHOS FINANCIAL GROUP, LLC | 197.8K -7.4K (-3.6%) | 2.51M -171.5K (-6.4%) | 0.69% -0.028 pp | 0.19% -0.025 pp | USD13.96 -9.2% | 4 qtrs — |
| 10 | BLACKROCK, INC. | 195.5K -6.9K (-3.4%) | 2.48M -164.6K (-6.2%) | 0.69% -0.026 pp | 0.00% +0.000 pp | USD13.62 -6.9% | 6 qtrs — |
| 11 | ADVISORS ASSET MANAGEMENT, INC. | 183.1K +38.7K (+26.8%) | 2.32M +436.3K (+23.1%) | 0.64% +0.135 pp | 0.04% +0.007 pp | USD13.05 -2.8% | 51 qtrs — |
| 12 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 156.1K +— (+0.0%) | 1.98M -59.3K (-2.9%) | 0.55% -0.001 pp | 0.00% +0.000 pp | USD11.25 +12.7% | 24 qtrs — |
| 13 | SUNBELT SECURITIES, INC. | 154.6K +8.4K (+5.8%) | 1.96M +51.5K (+2.7%) | 0.54% +0.028 pp | 0.13% -0.001 pp | USD12.99 -2.4% | 17 qtrs — |
| 14 | ICON WEALTH ADVISORS, LLC | 135.5K +139.0 (+0.1%) | 1.72M -49.7K (-2.8%) | 0.48% -0.001 pp | 0.11% -0.005 pp | USD12.88 -1.6% | 9 qtrs — |
| 15 | INSPIRE ADVISORS, LLC | 107.8K +1.5K (+1.4%) | 1.37M -21.0K (-1.5%) | 0.38% +0.005 pp | 0.13% -0.007 pp | USD13.58 -6.6% | 4 qtrs — |
| 16 | PFG INVESTMENTS, LLC | 69.6K +404.0 (+0.6%) | 883.1K -21.2K (-2.3%) | 0.24% +0.001 pp | 0.04% -0.005 pp | USD13.01 -2.5% | 8 qtrs — |
| 17 | GABLES CAPITAL MANAGEMENT INC. | 67.1K -500.0 (-0.7%) | 851.1K -32.0K (-3.6%) | 0.24% -0.002 pp | 0.36% -0.019 pp | USD11.72 +8.2% | 32 qtrs — |
| 18 | VIRTUS INVESTMENT ADVISERS, INC. | 60.0K +1.8K (+3.0%) | 761.4K +89.0 (+0.0%) | 0.21% +0.006 pp | 0.21% -0.011 pp | USD13.96 -9.2% | 4 qtrs — |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49.8K +29.9K (+150.3%) | 631.5K +371.6K (+143.0%) | 0.17% +0.105 pp | 0.00% +0.000 pp | USD13.16 -3.6% | 11 qtrs — |
| 20 | TREXQUANT INVESTMENT LP | 39.3K -13.1K (-25.0%) | 498.8K -186.2K (-27.2%) | 0.14% -0.047 pp | 0.00% -0.003 pp | USD13.06 -2.9% | 12 qtrs — |
| 21 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 36.1K +70.0 (+0.2%) | 459.0K -11.0K (-2.3%) | 0.13% 0.000 pp | 0.00% +0.000 pp | USD12.76 -0.6% | 32 qtrs — |
| 22 | JANE STREET GROUP, LLC | 34.9K +9.9K (+39.5%) | 442.9K +116.0K (+35.5%) | 0.12% +0.035 pp | 0.00% +0.000 pp | USD12.95 -2.1% | 4 qtrs — |
| 23 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 33.1K +20.4K (+161.0%) | 419.1K +253.7K (+153.4%) | 0.12% +0.072 pp | 0.00% +0.004 pp | USD13.12 -3.4% | 3 qtrs — |
| 24 | ADVISOR GROUP HOLDINGS, INC. | 31.8K -2.2K (-6.5%) | 403.8K -47.6K (-10.5%) | 0.11% -0.008 pp | 0.00% +0.000 pp | USD13.86 -8.5% | 24 qtrs — |
| 25 | BANK OF AMERICA CORP /DE/ | 28.0K +26.6K (+1,972.7%) | 354.8K +337.2K (+1,912.4%) | 0.10% +0.094 pp | 0.00% +0.000 pp | USD12.71 -0.2% | 3 qtrs — |
| 26 | UBS GROUP AG | 25.3K +10.5K (+70.7%) | 320.8K +127.2K (+65.8%) | 0.09% +0.037 pp | 0.00% +0.000 pp | USD13.10 -3.2% | 45 qtrs — |
| 27 | TRUEMARK INVESTMENTS, LLC | 24.8K +24.8K (+100.0%) | 314.8K +314.8K (+100.0%) | 0.09% +0.087 pp | 0.06% +0.060 pp | USD12.68 +0.0% | 1 qtrs NEW |
| 28 | CITADEL ADVISORS LLC | 23.8K -26.1K (-52.3%) | 302.3K -350.4K (-53.7%) | 0.08% -0.092 pp | 0.00% 0.000 pp | USD13.38 -5.2% | 15 qtrs — |
| 29 | NORTHERN TRUST CORP | 21.9K -1.6K (-6.6%) | 278.1K -28.7K (-9.3%) | 0.08% -0.006 pp | 0.00% +0.000 pp | USD13.79 -8.0% | 6 qtrs — |
| 30 | ROYAL BANK OF CANADA | 20.1K -3.1K (-13.3%) | 255.0K -48.0K (-15.8%) | 0.07% -0.011 pp | 0.00% +0.000 pp | USD13.12 -3.4% | 44 qtrs — |
| 31 | BNP PARIBAS ARBITRAGE, SNC | 18.4K +15.1K (+457.6%) | 232.8K +189.8K (+441.4%) | 0.06% +0.053 pp | 0.00% +0.000 pp | USD12.91 -1.8% | 3 qtrs — |
| 32 | MORGAN STANLEY | 18.0K -7.8K (-30.1%) | 228.2K -108.3K (-32.2%) | 0.06% -0.028 pp | 0.00% +0.000 pp | USD13.69 -7.4% | 51 qtrs — |
| 33 | SIMPLEX TRADING, LLC | 17.2K +5.9K (+51.9%) | 218.4K +70.4K (+47.6%) | 0.06% +0.021 pp | 0.00% +0.000 pp | USD13.29 -4.6% | 3 qtrs — |
| 34 | OPPENHEIMER & CO INC | 16.0K -1.2K (-7.1%) | 203.4K -22.1K (-9.8%) | 0.06% -0.004 pp | 0.00% +0.000 pp | USD13.63 -7.0% | 10 qtrs — |
| 35 | CONCURRENT INVESTMENT ADVISORS, LLC | 15.5K +2.5K (+19.0%) | 196.0K +26.4K (+15.6%) | 0.05% +0.009 pp | 0.00% -0.001 pp | USD13.61 -6.8% | 7 qtrs — |
| 36 | WELLS FARGO & COMPANY/MN | 13.4K -99.0 (-0.7%) | 169.7K -6.4K (-3.6%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD13.90 -8.8% | 45 qtrs — |
| 37 | PNC FINANCIAL SERVICES GROUP, INC. | 13.0K +— (+0.0%) | 164.8K -4.9K (-2.9%) | 0.05% 0.000 pp | 0.00% +0.000 pp | USD14.04 -9.7% | 48 qtrs — |
| 38 | AQUATIC CAPITAL MANAGEMENT LLC | 11.9K -6.3K (-34.6%) | 150.8K -86.5K (-36.5%) | 0.04% -0.022 pp | 0.00% 0.000 pp | USD13.20 -3.9% | 11 qtrs — |
| 39 | U.S. CAPITAL WEALTH ADVISORS, LLC | 11.0K +— (+0.0%) | 139.9K -4.2K (-2.9%) | 0.04% 0.000 pp | 0.00% 0.000 pp | USD13.18 -3.8% | 18 qtrs — |
| 40 | FARTHER FINANCE ADVISORS, LLC | 10.2K -2.9K (-21.8%) | 129.9K -41.3K (-24.1%) | 0.04% -0.010 pp | 0.00% -0.001 pp | USD13.78 -8.0% | 7 qtrs — |
| 41 | PRIVATE ADVISOR GROUP, LLC | 10.0K +— (+0.0%) | 126.8K -3.8K (-2.9%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD12.97 -2.2% | 8 qtrs — |
| 42 | CHILTON CAPITAL MANAGEMENT LLC | 7.6K +— (+0.0%) | 96.4K -2.9K (-2.9%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD14.04 -9.7% | 12 qtrs — |
| 43 | KESTRA ADVISORY SERVICES, LLC | 4.9K +4.9K (+100.0%) | 61.5K +61.5K (+100.0%) | 0.02% +0.017 pp | 0.00% +0.000 pp | USD12.68 +0.0% | 1 qtrs NEW |
| 44 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 3.1K +99.0 (+3.3%) | 39.7K +101.0 (+0.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD13.05 -2.8% | 2 qtrs — |
| 45 | ORG PARTNERS LLC | 2.1K +— (+0.0%) | 26.8K -802.0 (-2.9%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD13.76 -7.8% | 5 qtrs — |
| 46 | LAUREL WEALTH ADVISORS LLC | 2.1K +2.1K (+100.0%) | 26.4K +26.4K (+100.0%) | 0.01% +0.007 pp | 0.00% +0.004 pp | USD12.68 +0.0% | 3 qtrs — |
| 47 | ASSETMARK, INC | 1.2K +— (+0.0%) | 15.2K -456.0 (-2.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.06 -2.9% | 2 qtrs — |
| 48 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 1.2K +— (+0.0%) | 14.0K -1.0K (-6.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.06 -2.9% | 2 qtrs — |
| 49 | PRIVATE TRUST CO NA | 1.1K +— (+0.0%) | 13.9K -417.0 (-2.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.76 -7.8% | 5 qtrs — |
| 50 | GROUP ONE TRADING, L.P. | 902.00 -3.3K (-78.5%) | 11.4K -43.4K (-79.1%) | 0.00% -0.012 pp | 0.00% 0.000 pp | USD13.97 -9.2% | 9 qtrs — |
| 51 | CREWE ADVISORS LLC | 833.00 +63.0 (+8.2%) | 10.6K +506.0 (+5.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.66 -7.2% | 5 qtrs — |
| 52 | EMPOWERED FUNDS, LLC | 619.00 +619.0 (+100.0%) | 7.8K +7.8K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD12.68 +0.0% | 1 qtrs NEW |
| 53 | KEY FINANCIAL INC | 500.00 +— (+0.0%) | 6.3K -140.0 (-2.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD11.13 +13.9% | 15 qtrs — |
| 54 | JONES FINANCIAL COMPANIES LLLP | 500.00 +— (+0.0%) | 6.3K -320.0 (-4.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.80 -8.1% | 7 qtrs — |
| 55 | — | 472.00 +— (+0.0%) | 6.0K -179.0 (-2.9%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD13.76 -7.8% | 5 qtrs — |
| 56 | CWM, LLC | 400.00 +— (+0.0%) | 5.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD11.93 +6.3% | 14 qtrs — |
| 57 | HARBOR ASSET PLANNING, INC. | 300.00 +— (+0.0%) | 3.8K -114.0 (-2.9%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD13.94 -9.0% | 3 qtrs — |
| 58 | SMITHFIELD TRUST CO | 119.00 +119.0 (+100.0%) | 2.0K +2.0K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD12.67 +0.1% | 1 qtrs NEW |
| 59 | VALLEY NATIONAL ADVISERS INC | 200.00 +— (+0.0%) | 2.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD12.70 -0.2% | 20 qtrs — |
| 60 | RONALD BLUE TRUST, INC. | 125.00 +— (+0.0%) | 1.6K -48.0 (-2.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.06 -2.9% | 2 qtrs — |
| 61 | JPMORGAN CHASE & CO | 75.00 -2.1K (-96.5%) | 951.00 -27.2K (-96.6%) | 0.00% -0.007 pp | 0.00% +0.000 pp | USD13.05 -2.8% | 12 qtrs — |
| 62 | PARALLEL ADVISORS, LLC | 8.00 +— (+0.0%) | 101.00 -3.0 (-2.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.75 -7.8% | 5 qtrs — |
| 63 | DANSKE BANK A/S | 4.00 +2.0 (+100.0%) | 51.00 +25.0 (+96.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD12.75 -0.5% | 3 qtrs — |
| 64 | ADVISORY SERVICES NETWORK, LLC | — -663.0 (-100.0%) | — -8.7K (-100.0%) | 0.00% -0.002 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 65 | QUANTBOT TECHNOLOGIES LP | — -239.0 (-100.0%) | — -3.1K (-100.0%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD— | 4 qtrs SOLD |
| 66 | HIGHTOWER ADVISORS, LLC | — -13.5K (-100.0%) | — -176.7K (-100.0%) | 0.00% -0.048 pp | 0.00% 0.000 pp | USD— | 5 qtrs SOLD |
| 67 | JANNEY MONTGOMERY SCOTT LLC | — -44.2K (-100.0%) | — -577.0K (-100.0%) | 0.00% -0.155 pp | 0.00% -0.001 pp | USD— | 15 qtrs SOLD |
| 68 | GENEOS WEALTH MANAGEMENT INC. | — -1.8K (-100.0%) | — -23.5K (-100.0%) | 0.00% -0.006 pp | 0.00% -0.001 pp | USD— | 3 qtrs SOLD |
| 69 | GALLAGHER CAPITAL ADVISORS, LLC | — -34.0K (-100.0%) | — -405.8K (-100.0%) | 0.00% -0.120 pp | 0.00% -0.234 pp | USD— | 2 qtrs SOLD |
| 70 | HRT FINANCIAL LP | — -10.9K (-100.0%) | — -142.0K (-100.0%) | 0.00% -0.038 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 71 | QUADRATURE CAPITAL LTD | — -11.4K (-100.0%) | — -148.7K (-100.0%) | 0.00% -0.040 pp | 0.00% -0.002 pp | USD— | 2 qtrs SOLD |
| 72 | AMERITAS ADVISORY SERVICES, LLC | — -2.4K (-100.0%) | — -31.8K (-100.0%) | 0.00% -0.009 pp | 0.00% -0.002 pp | USD— | 3 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 3 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Virtus Private Credit Strategy ETF VPC | 1.68% | 510.6K | 10.60% |
| 2 | iShares Listed Private Equity UCITS ETF IDPE.L | 0.10% | 761.2K | 0.75% |
| 3 | iShares Listed Private Equity UCITS ETF IPRA.AS | 0.10% | 84.7K | 0.75% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
7
Sells
0
Shares acquired
87.9K
Shares disposed
—
Cash buys
7.00
Cash sales
—
Net activity
+87,890
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-16 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 1,700 | 8.45 | 14.4K | 669,635 | D | ↗ |
| 2026-03-13 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 35,000 | 8.70 | 304.5K | 667,935 | D | ↗ |
| 2026-03-13 | Huskinson W. Todd | Officer | P-Purchase | A | Common Stock | 5,700 | 8.79 | 50.1K | 54,297 | D | ↗ |
| 2026-03-13 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 4,600 | 8.75 | 40.3K | 228,055 | D | ↗ |
| 2022-06-17 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 17,543 | 11.35 | 199.1K | 182,565 | — | ↗ |
| 2022-06-16 | Ladd Robert T. | Officer | P-Purchase | A | Common Stock | 1,000 | 11.48 | 11.5K | 628,592 | — | ↗ |
| 2022-06-16 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 2,500 | 11.38 | 28.5K | 196,682 | — | ↗ |
| 2022-05-16 | Ladd Robert T. | Officer | P-Purchase | A | Common Stock | 30 | 12.70 | 381.00 | 624,581 | — | ↗ |
| 2021-12-17 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 1,600 | 12.66 | 20.3K | 190,903 | — | ↗ |
| 2021-12-13 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 1,167 | 12.85 | 15.0K | 189,303 | — | ↗ |
| 2020-12-16 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 5,000 | 10.85 | 54.3K | 184,515 | — | ↗ |
| 2020-09-23 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 8.09 | 16.2K | 616,654 | — | ↗ |
| 2020-09-01 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 5,000 | 8.12 | 40.6K | 178,218 | — | ↗ |
| 2020-08-06 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 8.03 | 16.1K | 606,654 | — | ↗ |
| 2020-08-04 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 8.00 | 16.0K | 582,654 | — | ↗ |
| 2020-06-11 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 5,000 | 7.50 | 37.5K | 171,664 | — | ↗ |
| 2020-05-19 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 7.05 | 14.1K | 565,637 | — | ↗ |
| 2020-03-23 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 5.79 | 11.6K | 561,630 | — | ↗ |
| 2020-03-23 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 17,360 | 5.75 | 99.8K | 165,022 | — | ↗ |
| 2020-03-23 | Arnoult J Tim | Director | P-Purchase | A | Common Stock | 9,000 | 5.77 | 51.9K | 40,869 | — | ↗ |
| 2020-03-19 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 4.87 | 9.7K | 557,630 | — | ↗ |
| 2020-03-19 | Davis Joshua T. | Director | P-Purchase | A | Common Stock | 3,081 | 4.18 | 12.9K | 321,584 | — | ↗ |
| 2020-03-19 | Arnoult J Tim | Director | P-Purchase | A | Common Stock | 1,000 | 5.80 | 5.8K | 31,869 | — | ↗ |
| 2020-03-18 | Davis Joshua T. | Director | P-Purchase | A | Common Stock | 16,833 | 5.43 | 91.4K | 305,931 | — | ↗ |
| 2020-03-18 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 14,700 | 6.75 | 99.2K | 147,662 | — | ↗ |
| 2020-03-17 | Davis Joshua T. | Director | P-Purchase | A | Common Stock | 20,787 | 7.50 | 155.8K | 289,098 | — | ↗ |
| 2020-03-16 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 7.89 | 15.8K | 551,640 | — | ↗ |
| 2020-03-16 | Davis Joshua T. | Director | P-Purchase | A | Common Stock | 13,958 | 7.97 | 111.2K | 268,311 | — | ↗ |
| 2020-03-13 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 11,111 | 9.00 | 100.0K | 132,962 | — | ↗ |
| 2020-03-13 | Arnoult J Tim | Director | P-Purchase | A | Common Stock | 10,000 | 9.09 | 90.9K | 30,869 | — | ↗ |
| 2020-03-12 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 8.63 | 43.2K | 547,640 | — | ↗ |
| 2020-03-12 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 5,000 | 9.13 | 45.6K | 166,041 | — | ↗ |
| 2020-03-12 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 20,000 | 9.92 | 198.4K | 121,851 | — | ↗ |
| 2020-03-11 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 9,524 | 10.50 | 100.0K | 101,851 | — | ↗ |
| 2020-03-09 | Arnoult J Tim | Director | P-Purchase | A | Common Stock | 10,000 | 10.74 | 107.4K | 20,869 | — | ↗ |
| 2018-12-24 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 11.95 | 23.9K | 478,776 | — | ↗ |
| 2018-12-21 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 4,000 | 11.76 | 47.0K | 476,776 | — | ↗ |
| 2018-12-21 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 8,000 | 11.94 | 95.5K | 92,327 | — | ↗ |
| 2018-12-20 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 11.92 | 23.8K | 472,776 | — | ↗ |
| 2018-12-19 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 3,000 | 12.26 | 36.8K | 470,012 | — | ↗ |
| 2018-12-19 | Huskinson W. Todd | Officer | P-Purchase | A | Common Stock | 4,600 | 12.59 | 57.9K | 21,731 | — | ↗ |
| 2018-12-18 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 8,000 | 12.60 | 100.8K | 84,327 | — | ↗ |
| 2018-12-17 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 34,000 | 12.66 | 430.4K | 467,012 | — | ↗ |
| 2018-11-12 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 6,500 | 12.87 | 83.7K | 426,582 | — | ↗ |
| 2018-06-01 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 3,000 | 12.62 | 37.9K | 402,864 | — | ↗ |
| 2018-05-31 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 12.72 | 25.4K | 399,864 | — | ↗ |
| 2018-05-30 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 12.79 | 127.9K | 397,864 | — | ↗ |
| 2018-03-16 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 3,000 | 11.78 | 35.3K | 379,773 | — | ↗ |
| 2018-03-15 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 7,000 | 11.64 | 81.5K | 372,773 | — | ↗ |
| 2018-03-15 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 5,000 | 11.62 | 58.1K | 138,620 | — | ↗ |
| 2018-03-12 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 7,000 | 11.90 | 83.3K | 367,829 | — | ↗ |
| 2018-03-08 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 33,000 | 11.63 | 383.8K | 360,829 | — | ↗ |
| 2018-03-08 | Davis Joshua T. | Director | P-Purchase | A | Common Stock | 5,000 | 11.65 | 58.3K | 210,324 | — | ↗ |
| 2017-12-08 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 5,000 | 12.19 | 60.9K | 133,620 | — | ↗ |
| 2017-12-08 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 8,039 | 12.20 | 98.1K | 76,327 | — | ↗ |
| 2017-12-07 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 400 | 12.39 | 5.0K | 123,320 | — | ↗ |
| 2017-11-16 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 400 | 12.25 | 4.9K | 319,471 | — | ↗ |
| 2017-11-16 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 9,013 | 12.34 | 111.2K | 68,288 | — | ↗ |
| 2017-11-15 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 22,000 | 12.24 | 269.3K | 319,071 | — | ↗ |
| 2017-11-15 | Davis Joshua T. | Director | P-Purchase | A | Common Stock | 30,000 | 12.27 | 368.1K | 198,497 | — | ↗ |
| 2017-11-14 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 41,693 | 12.49 | 520.7K | 297,071 | — | ↗ |
| 2017-11-14 | Davis Joshua T. | Director | P-Purchase | A | Common Stock | 20,000 | 12.46 | 249.2K | 168,497 | — | ↗ |
| 2017-11-14 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 200 | 12.52 | 2.5K | 120,112 | — | ↗ |
| 2017-09-14 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 3,000 | 13.51 | 40.5K | 108,267 | — | ↗ |
| 2017-09-13 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 2,000 | 13.46 | 26.9K | 105,267 | — | ↗ |
| 2017-09-11 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 13.27 | 26.5K | 235,707 | — | ↗ |
| 2017-09-08 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 12,000 | 13.34 | 160.1K | 233,707 | — | ↗ |
| 2017-06-20 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 7,400 | 13.22 | 97.8K | 217,152 | — | ↗ |
| 2017-06-20 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 1,500 | 13.33 | 20.0K | 101,322 | — | ↗ |
| 2017-06-13 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 13.29 | 66.5K | 209,058 | — | ↗ |
| 2017-06-13 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 5,000 | 13.29 | 66.5K | 99,822 | — | ↗ |
| 2017-06-09 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 9,000 | 13.50 | 121.5K | 204,058 | — | ↗ |
| 2017-06-09 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 1,500 | 13.56 | 20.3K | 94,822 | — | ↗ |
| 2017-05-10 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 6,000 | 13.52 | 81.1K | 193,552 | — | ↗ |
| 2017-03-14 | Bilger Bruce R | Director | S-Sale | D | Common Stock | 8,344 | 14.05 | 117.2K | 58,817 | — | ↗ |
| 2016-11-09 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 3,000 | 11.03 | 33.1K | 178,109 | — | ↗ |
| 2015-12-22 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 100 | 9.90 | 990.00 | 58,708 | — | ↗ |
| 2015-12-21 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 4,876 | 9.88 | 48.2K | 58,608 | — | ↗ |
| 2015-12-18 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 100 | 9.70 | 970.00 | 81,077 | — | ↗ |
| 2015-12-18 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 8,863 | 9.88 | 87.6K | 53,732 | — | ↗ |
| 2015-12-15 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 882 | 9.74 | 8.6K | 155,329 | — | ↗ |
| 2015-12-14 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 7,782 | 9.97 | 77.6K | 154,086 | — | ↗ |
| 2015-12-14 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 3,000 | 9.95 | 29.9K | 80,244 | — | ↗ |
| 2015-12-11 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 3,787 | 10.00 | 37.9K | 146,304 | — | ↗ |
| 2015-11-18 | Ladd Robert T. | Director / 10% Owner | P-Purchase | A | Common Stock | 3,010 | 10.12 | 30.5K | 142,517 | — | ↗ |
| 2015-09-23 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 900 | 10.74 | 9.7K | 43,717 | — | ↗ |
| 2015-09-02 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 950 | 11.00 | 10.5K | 75,200 | — | ↗ |
| 2015-08-24 | LADD ROBERT | Director / Officer | P-Purchase | A | Common Stock | 7,000 | 9.91 | 69.4K | 135,072 | — | ↗ |
| 2015-08-24 | Davis Joshua T. | Director | P-Purchase | A | Common Stock | 10,000 | 9.87 | 98.7K | 114,930 | — | ↗ |
| 2015-08-18 | LADD ROBERT | Director / Officer | P-Purchase | A | Common Stock | 5,130 | 10.30 | 52.8K | 127,260 | — | ↗ |
| 2015-08-13 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 2,500 | 10.15 | 25.4K | 73,567 | — | ↗ |
| 2015-08-12 | Ladd Robert T. | Officer | P-Purchase | A | Common Stock | 7,955 | 10.13 | 80.6K | 121,698 | — | ↗ |
| 2015-08-12 | Davis Joshua T. | Director | P-Purchase | A | Common Stock | 200 | 10.00 | 2.0K | 103,796 | — | ↗ |
| 2015-08-12 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 2,500 | 10.15 | 25.4K | 71,067 | — | ↗ |
| 2015-08-12 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 100 | 10.05 | 1.0K | 42,448 | — | ↗ |
| 2015-06-19 | Keglevic Paul | Director | P-Purchase | A | Common Stock | 6,000 | 12.47 | 74.8K | 8,165 | — | ↗ |
| 2015-05-28 | DC Funding SPV 2, L.L.C. | — | S-Sale | D | Common Stock, par value $0.001 per share | 58 | 12.12 | 702.96 | 0 | — | ↗ |
| 2015-05-27 | DC Funding SPV 2, L.L.C. | — | S-Sale | D | Common Stock, par value $0.001 per share | 1,875,000 | 11.87 | 22.26M | 58 | — | ↗ |
| 2014-12-16 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 750 | 12.08 | 9.1K | 65,910 | — | ↗ |
| 2014-12-08 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 1,000 | 12.70 | 12.7K | 64,633 | — | ↗ |
| 2014-12-05 | Davis Joshua T. | Director | P-Purchase | A | Common Stock | 6,000 | 13.16 | 79.0K | 96,258 | — | ↗ |
| 2014-12-04 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 750 | 13.05 | 9.8K | 63,633 | — | ↗ |
| 2014-09-23 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 750 | 14.20 | 10.7K | 61,932 | — | ↗ |
| 2014-09-16 | Davis Joshua T. | Director | P-Purchase | A | Common Stock | 12,072 | 13.92 | 168.0K | 88,759 | — | ↗ |
| 2014-09-15 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 1,375 | 13.76 | 18.9K | 103,208 | — | ↗ |
| 2014-08-14 | DC Funding SPV 2, L.L.C. | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 300 | 14.18 | 4.3K | 1,875,058 | — | ↗ |
| 2014-08-13 | DC Funding SPV 2, L.L.C. | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 500 | 14.18 | 7.1K | 1,875,358 | — | ↗ |
| 2014-06-13 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 1,899 | 14.28 | 27.1K | 99,496 | — | ↗ |
| 2014-06-11 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 177 | 13.99 | 2.5K | 89,796 | — | ↗ |
| 2014-06-10 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 100 | 14.23 | 1.4K | 81,196 | — | ↗ |
| 2014-06-10 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 750 | 14.20 | 10.6K | 58,224 | — | ↗ |
| 2014-03-19 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 3,100 | 14.40 | 44.6K | 77,877 | — | ↗ |
| 2014-03-19 | Davis Joshua T. | Director | P-Purchase | A | Common Stock | 5,000 | 14.40 | 72.0K | 72,617 | — | ↗ |
| 2014-03-19 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 1,000 | 14.47 | 14.5K | 56,573 | — | ↗ |
| 2014-03-19 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 313 | 14.55 | 4.6K | 38,439 | — | ↗ |
| 2014-03-18 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 1,000 | 14.56 | 14.6K | 55,573 | — | ↗ |
| 2014-03-18 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 54 | 14.53 | 784.62 | 34,552 | — | ↗ |
| 2014-03-17 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 100 | 14.63 | 1.5K | 69,553 | — | ↗ |
| 2014-03-14 | D'Angelo Dean | Director | P-Purchase | A | Common Stock | 1,000 | 14.60 | 14.6K | 54,573 | — | ↗ |
| 2014-03-13 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 200 | 14.41 | 2.9K | 64,453 | — | ↗ |
| 2014-03-13 | Davis Joshua T. | Director | P-Purchase | A | Common Stock | 3,072 | 14.40 | 44.2K | 67,618 | — | ↗ |
| 2014-03-13 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 900 | 14.50 | 13.1K | 26,391 | — | ↗ |
| 2014-03-11 | Ladd Robert T. | Director / Officer | P-Purchase | A | Common Stock | 4,381 | 14.50 | 63.5K | 69,253 | — | ↗ |
| 2014-03-11 | Davis Joshua T. | Director | P-Purchase | A | Common Stock | 6,000 | 14.52 | 87.1K | 59,547 | — | ↗ |
| 2014-03-11 | Bilger Bruce R | Director | P-Purchase | A | Common Stock | 1,300 | 14.53 | 18.9K | 14,197 | — | ↗ |
| 2013-09-12 | DC Funding SPV 2, L.L.C. | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 1,500 | 15.00 | 22.5K | 1,875,858 | — | ↗ |
| 2013-09-11 | DC Funding SPV 2, L.L.C. | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 17,977 | 15.02 | 270.0K | 1,877,358 | — | ↗ |
| 2013-09-10 | DC Funding SPV 2, L.L.C. | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 13,036 | 15.03 | 195.9K | 1,895,335 | — | ↗ |
| 2013-09-05 | DC Funding SPV 2, L.L.C. | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 6,320 | 14.95 | 94.5K | 1,908,371 | — | ↗ |
| 2013-08-30 | DC Funding SPV 2, L.L.C. | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 9,500 | 15.08 | 143.3K | 1,914,691 | — | ↗ |
| 2013-08-29 | DC Funding SPV 2, L.L.C. | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 5,100 | 14.99 | 76.5K | 1,924,191 | — | ↗ |
| 2013-08-27 | DC Funding SPV 2, L.L.C. | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 11,189 | 14.88 | 166.5K | 1,929,291 | — | ↗ |
| 2013-08-26 | DC Funding SPV 2, L.L.C. | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 931 | 15.07 | 14.0K | 1,940,480 | — | ↗ |
| 2013-08-23 | DC Funding SPV 2, L.L.C. | 10% Owner | S-Sale | D | Common Stock, par value $0.001 per share | 2,532 | 15.07 | 38.1K | 1,941,411 | — | ↗ |
| 2012-11-07 | Repko William C | Director | — | D | Common Stock | 0 | 0.00 | — | 10,000 | — | ↗ |
| 2012-11-07 | Ladd Robert T. | Director / Officer | — | I | Common Stock | 0 | 0.00 | — | 33,334 | — | ↗ |
| 2012-11-07 | Keglevic Paul | Director | — | D | Common Stock | 0 | 0.00 | — | 1,667 | — | ↗ |
| 2012-11-07 | Huskinson W. Todd | Officer | — | I | Common Stock | 0 | 0.00 | — | 33,334 | — | ↗ |
| 2012-11-07 | Davis Joshua T. | Director | — | I | Common Stock | 0 | 0.00 | — | 33,334 | — | ↗ |
| 2012-11-07 | DC Funding SPV 2, L.L.C. | 10% Owner | — | D | Common Stock, $0.001 par value per share | 0 | 0.00 | — | 1,943,943 | — | ↗ |
| 2012-11-07 | D'Angelo Dean | Director | — | I | Common Stock | 0 | 0.00 | — | 33,334 | — | ↗ |
| 2012-11-07 | Bilger Bruce R | Director | — | D | Common Stock | 0 | 0.00 | — | 6,667 | — | ↗ |
| 2012-11-07 | Arnoult J Tim | Director | — | D | Common Stock | 0 | 0.00 | — | 10,000 | — | ↗ |
Executive team
Top executives
Shares Outstanding
28.95M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Robert T. Ladd | Chairman, President & Chief Executive Officer | — | male |
| William Todd Huskinson | Chief Financial Officer, Treasurer, Secretary & Chief Compliance Officer | — | male |
ESG Rating
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for SCM
Short-term intention
Target Price Distribution
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