Shenandoah Telecommunications Company (SHEN)
Edinburg, VA, US
Shenandoah Telecommunications Company, or Shentel, delivers a comprehensive array of broadband communication services and manages cell tower facilities throughout the Mid-Atlantic United States. Its operations span Virginia, West Virginia, Maryland, Pennsylvania, and Kentucky. The company's Broadband division furnishes internet, video, and voice services to residential and commercial customers. These services are offered through various channels: hybrid fiber coaxial cable under the Shentel brand, advanced fiber optic technology via Glo Fiber, and fixed wireless connections marketed as Beam. This segment also includes fiber leasing and provides specialized Ethernet and wavelength fiber optic solutions, in addition to traditional voice and digital subscriber line (DSL) telephone services. Separately, the Tower segment possesses 220 cell towers, on which it leases colocation space to other telecommunications providers. Shenandoah Telecommunications Company, established in 1902, is headquartered in Edinburg, Virginia.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.56% | -3.65% | +2.97% | +21.99% | +44.22% | +34.86% | +29.59% | -19.26% | -68.07% | -49.23% | +811.70% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
29.00
+135.2%
|
| Last Year | 1 |
29.00
+135.2%
|
| All Time | 2 |
27.00
+119.0%
|
-
Revenue growth Telecommunications Services: +7.0%+9.1% ★ Q1'26: +4.8% (vs Q1'25)
-
EPS growth Telecommunications Services: +15.8%-120.1% Q1'26: -63.2% (vs Q1'25)
-
FCF margin FCF growth · Telecommunications Services: +29.4%-8.4% Q1'26: -56.3% (vs Q1'25)
-
EBIT margin Telecommunications Services: +14.7%-4.6% Q1'26: -8.7% (vs Q1'25)
-
ROIC Telecommunications Services: +6.4%-1.0% Q1'26: -1.6% (vs Q1'25)
-
Share dilution Telecommunications Services: +0.0%+2.6% Q1'26: +1.1% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Telecommunications Services: 1.26×5.57× Q1'26: 6.56× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
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. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
288.08M
est: 443.33M (-35.0%)
|
308.94M
est: 214.96M (+43.7%)
|
326.95M
est: 322.13M (+1.5%)
|
342.49M
est: 345.12M (-0.8%)
|
535.29M
est: 535.61M (-0.1%)
|
611.99M
est: 614.19M (-0.4%)
|
630.85M
est: 627.11M (+0.6%)
|
206.86M
est: 634.53M (-67.4%)
|
220.78M
est: 220.50M (+0.1%)
|
245.24M
est: 245.33M (0.0%)
|
248.91M
est: 265.01M (-6.1%)
|
287.38M
est: 308.62M (-6.9%)
|
328.06M
est: 332.30M (-1.3%)
|
357.85M
est: 356.26M (+0.4%)
|
373.94M
370.63M – 377.26M
+5.0% YoY
|
394.66M
391.16M – 398.16M
+5.5% YoY
|
394.50M
391.00M – 397.99M
0.0% YoY
|
| EBITDA |
100.56M
est: 102.61M (-2.0%)
|
120.32M
est: 93.49M (+28.7%)
|
127.83M
est: 127.54M (+0.2%)
|
148.33M
est: 140.08M (+5.9%)
|
187.66M
est: 127.13M (+47.6%)
|
230.82M
est: 145.78M (+58.3%)
|
263.64M
est: 228.43M (+15.4%)
|
45.85M
est: 273.62M (-83.2%)
|
46.44M
est: 156.58M (-70.3%)
|
60.91M
est: 58.23M (+4.6%)
|
55.52M
est: 62.90M (-11.7%)
|
78.27M
est: 80.13M (-2.3%)
|
76.32M
est: 86.27M (-11.5%)
|
115.13M
est: 92.49M (+24.5%)
|
97.09M
96.23M – 97.95M
+5.0% YoY
|
102.47M
101.56M – 103.37M
+5.5% YoY
|
102.42M
101.51M – 103.33M
0.0% YoY
|
| EBIT |
36.46M
est: 33.49M (+8.9%)
|
57.93M
est: 44.00M (+31.7%)
|
64.18M
est: 60.76M (+5.6%)
|
77.63M
est: 70.03M (+10.9%)
|
29.21M
est: -3.18M (+1,019.9%)
|
52.28M
est: -3.64M (+1,535.7%)
|
-2.97M
est: 76.87M (-103.9%)
|
-1.34M
est: 101.98M (-101.3%)
|
-2.60M
est: 47.35M (-105.5%)
|
5.28M
est: -17.20M (+130.7%)
|
-3.56M
est: -21.46M (+83.4%)
|
12.18M
est: -3.95M (+408.6%)
|
-22.13M
est: -4.25M (-420.9%)
|
-16.48M
est: -4.55M (-261.9%)
|
-4.78M
-4.82M – -4.74M
-5.0% YoY
|
-5.05M
-5.09M – -5.00M
-5.5% YoY
|
-5.04M
-5.09M – -5.00M
+0.0% YoY
|
| Net Income |
16.30M
est: 15.04M (+8.4%)
|
29.59M
est: 23.66M (+25.0%)
|
33.88M
est: 33.23M (+2.0%)
|
40.86M
est: 38.53M (+6.1%)
|
-895.0K
est: -3.96M (+77.4%)
|
66.39M
est: 8.49M (+682.3%)
|
46.60M
est: 37.20M (+25.3%)
|
55.50M
est: 57.81M (-4.0%)
|
125.67M
est: 89.23M (+40.8%)
|
998.83M
est: 2.50B (-60.1%)
|
-8.38M
est: 2.71B (-100.3%)
|
8.04M
est: -8.73M (+192.1%)
|
190.39M
est: -31.41M (+706.2%)
|
-39.39M
est: -40.52M (+2.8%)
|
-38.57M
-39.01M – -38.13M
+4.8% YoY
|
-50.69M
-51.28M – -50.11M
-31.4% YoY
|
-18.27M
-18.39M – -17.97M
+64.0% YoY
|
| SGA |
60.65M
est: 131.64M (-53.9%)
|
67.67M
est: 100.62M (-32.7%)
|
69.37M
est: 132.45M (-47.6%)
|
76.37M
est: 142.13M (-46.3%)
|
133.33M
est: 192.72M (-30.8%)
|
165.94M
est: 221.00M (-24.9%)
|
113.22M
est: 248.13M (-54.4%)
|
77.85M
est: 286.15M (-72.8%)
|
85.02M
est: 119.71M (-29.0%)
|
82.45M
est: 177.06M (-53.4%)
|
91.11M
est: 227.03M (-59.9%)
|
103.63M
est: 107.66M (-3.7%)
|
115.19M
est: 115.92M (-0.6%)
|
118.19M
est: 124.28M (-4.9%)
|
130.45M
129.29M – 131.61M
+5.0% YoY
|
137.68M
136.46M – 138.90M
+5.5% YoY
|
137.62M
136.40M – 138.84M
0.0% YoY
|
| EPS |
0.00
est: 0.40 (-99.2%)
|
0.62
est: 0.34 (+82.4%)
|
0.70
est: 0.69 (+1.4%)
|
0.84
est: 0.80 (+5.0%)
|
-0.02
est: -0.07 (+75.2%)
|
1.35
est: 0.16 (+754.6%)
|
0.94
est: 0.90 (+4.1%)
|
1.12
est: 1.13 (-1.0%)
|
0.05
est: 2.39 (-97.8%)
|
0.16
est: 0.28 (-41.8%)
|
-0.17
est: -0.17 (-1.6%)
|
0.16
est: -0.16 (+201.0%)
|
3.54
est: -0.57 (+721.1%)
|
-0.71
est: -0.74 (+4.1%)
|
-0.70
-0.71 – -0.69
+5.4% YoY
|
-0.92
-0.93 – -0.91
-31.4% YoY
|
-0.33
-0.33 – -0.33
+64.1% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-04 | BWS Financial | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-08 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-07 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-06 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-05 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-04 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-27 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-24 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-23 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-22 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-21 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-20 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-17 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-16 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 7.85M | 15.70% | 7.77M | — | 7.85M | — | HC | Delaware | 2022-01-27 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 5.03M | 10.07% | — | 57.1K | 4.93M | 100.7K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 3 | GCM Grosvenor Holdings, LLC | 4.10M | 7.50% | — | — | — | 4.10M | OO | — | 2024-05-17 | ↗ |
| 4 | GCM Grosvenor Inc. | 4.10M | 7.50% | — | — | — | 4.10M | CO | — | 2024-05-17 | ↗ |
| 5 | GCM Investments GP, LLC | 4.10M | 7.50% | — | — | — | 4.10M | OO | — | 2024-05-17 | ↗ |
| 6 | GCM V, L.L.C. | 4.10M | 7.50% | — | — | — | 4.10M | OO | — | 2024-05-17 | ↗ |
| 7 | Grosvenor Capital Management Holdings, LLLP | 4.10M | 7.50% | — | — | — | 4.10M | PN | — | 2024-05-17 | ↗ |
| 8 | LIF AIV 1, L.P. | 4.10M | 7.50% | — | — | — | 4.10M | PN | — | 2024-05-17 | ↗ |
| 9 | LIF Vista, LLC | 4.10M | 7.50% | — | — | — | 4.10M | OO | — | 2024-05-17 | ↗ |
| 10 | Labor Impact Fund, L.P. | 4.10M | 7.50% | — | — | — | 4.10M | PN | — | 2024-05-17 | ↗ |
| 11 | Michael J. Sacks | 4.10M | 7.50% | — | — | — | 4.10M | IN | — | 2024-05-17 | ↗ |
| 12 | (. | 1.33M | 5.51% | 1.26M | — | 1.33M | — | IA | Delaware Limited Partnership | 2015-02-05 | ↗ |
| 13 | ###-##-#### | 306.7K | 3.99% | 306.7K | — | 306.7K | — | IN | US | 2006-01-12 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 7.02M +92.9K (+1.3%) | 81.12M -11.8M (-12.7%) | 12.72% +0.158 pp | 0.00% 0.000 pp | USD14.05 -17.7% | 6 qtrs — |
| 2 | GCM GROSVENOR HOLDINGS, LLC | 4.11M +— (+0.0%) | 47.46M -7.6M (-13.9%) | 7.44% -0.006 pp | 6.73% -1.641 pp | USD16.92 -31.7% | 7 qtrs — |
| 3 | ECP CONTROLCO, LLC | 3.46M +79.9K (+2.4%) | 39.96M -5.4M (-11.8%) | 6.27% +0.140 pp | 19.50% -2.581 pp | USD20.48 -43.6% | 16 qtrs — |
| 4 | VANGUARD GROUP INC | 3.43M -962.4K (-21.9%) | 39.63M -19.3M (-32.7%) | 6.22% -1.752 pp | 0.00% 0.000 pp | USD25.21 -54.1% | 84 qtrs — |
| 5 | SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 2.94M +492.1K (+20.1%) | 33.99M +1.1M (+3.5%) | 5.33% +0.888 pp | 1.51% -0.163 pp | USD12.96 -10.8% | 4 qtrs — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 2.49M -152.2K (-5.8%) | 28.75M -6.7M (-18.8%) | 4.51% -0.280 pp | 0.01% -0.002 pp | USD15.98 -27.7% | 51 qtrs — |
| 7 | STATE STREET CORP | 1.93M +31.4K (+1.7%) | 22.28M -3.2M (-12.4%) | 3.49% +0.054 pp | 0.00% 0.000 pp | USD24.22 -52.3% | 51 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.21M -45.4K (-3.6%) | 13.95M -2.9M (-17.0%) | 2.19% -0.084 pp | 0.00% 0.000 pp | USD26.53 -56.4% | 78 qtrs — |
| 9 | MILLENNIUM MANAGEMENT LLC | 1.09M +997.9K (+1,116.6%) | 12.57M +11.4M (+948.0%) | 1.97% +1.809 pp | 0.01% +0.005 pp | USD11.71 -1.3% | 11 qtrs — |
| 10 | AMERICAN CENTURY COMPANIES INC | 1.09M +153.4K (+16.5%) | 12.55M +39.4K (+0.3%) | 1.97% +0.277 pp | 0.01% 0.000 pp | USD15.50 -25.4% | 29 qtrs — |
| 11 | COOPER INVESTORS PTY LTD | 951.0K +425.6K (+81.0%) | 10.99M +3.9M (+55.9%) | 1.72% +0.771 pp | 3.65% +1.728 pp | USD12.59 -8.2% | 2 qtrs — |
| 12 | BROAD RUN INVESTMENT MANAGEMENT, LLC | 891.1K -6.4K (-0.7%) | 10.30M -1.7M (-14.5%) | 1.62% -0.013 pp | 1.91% -0.058 pp | USD20.15 -42.6% | 15 qtrs — |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 796.1K +59.4K (+8.1%) | 9.20M -683.0K (-6.9%) | 1.44% +0.107 pp | 0.00% 0.000 pp | USD21.29 -45.7% | 73 qtrs — |
| 14 | CERITY PARTNERS LLC | 643.2K +13.3K (+2.1%) | 7.44M -1.0M (-12.0%) | 1.17% +0.023 pp | 0.01% -0.003 pp | USD15.79 -26.8% | 13 qtrs — |
| 15 | INVESCO LTD. | 607.6K +154.1K (+34.0%) | 7.02M +938.1K (+15.4%) | 1.10% +0.279 pp | 0.00% +0.000 pp | USD18.00 -35.8% | 57 qtrs — |
| 16 | NORTHERN TRUST CORP | 457.0K -65.2K (-12.5%) | 5.28M -1.7M (-24.6%) | 0.83% -0.119 pp | 0.00% 0.000 pp | USD14.59 -20.8% | 51 qtrs — |
| 17 | WHITEBARK INVESTORS LP | 423.1K +423.1K (+100.0%) | 4.89M +4.9M (+100.0%) | 0.77% +0.767 pp | 2.95% +2.946 pp | USD11.56 +0.0% | 1 qtrs NEW |
| 18 | MORGAN STANLEY | 372.7K -81.9K (-18.0%) | 4.31M -1.8M (-29.4%) | 0.68% -0.149 pp | 0.00% 0.000 pp | USD22.50 -48.6% | 51 qtrs — |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 353.1K +22.2K (+6.7%) | 4.08M -358.3K (-8.1%) | 0.64% +0.040 pp | 0.09% -0.009 pp | USD13.38 -13.6% | 3 qtrs — |
| 20 | FMR LLC | 289.3K +174.6K (+152.2%) | 3.34M +1.8M (+117.3%) | 0.52% +0.317 pp | 0.00% +0.000 pp | USD12.72 -9.1% | 51 qtrs — |
| 21 | BANK OF NEW YORK MELLON CORP | 277.7K -168.6K (-37.8%) | 3.21M -2.8M (-46.4%) | 0.50% -0.306 pp | 0.00% -0.001 pp | USD31.47 -63.3% | 66 qtrs — |
| 22 | GAMCO INVESTORS, INC. ET AL | 263.1K +— (+0.0%) | 3.04M -489.4K (-13.9%) | 0.48% 0.000 pp | 0.03% -0.005 pp | USD11.95 -3.3% | 55 qtrs — |
| 23 | TWO SIGMA INVESTMENTS, LP | 252.2K +46.1K (+22.4%) | 2.92M +150.0K (+5.4%) | 0.46% +0.083 pp | 0.00% +0.000 pp | USD12.97 -10.9% | 5 qtrs — |
| 24 | EMPOWERED FUNDS, LLC | 228.1K +22.2K (+10.8%) | 2.64M -125.8K (-4.6%) | 0.41% +0.040 pp | 0.02% -0.007 pp | USD13.36 -13.5% | 3 qtrs — |
| 25 | PRINCIPAL FINANCIAL GROUP INC | 217.4K -3.0K (-1.4%) | 2.51M -444.7K (-15.0%) | 0.39% -0.006 pp | 0.00% 0.000 pp | USD39.99 -71.1% | 30 qtrs — |
| 26 | GABELLI FUNDS LLC | 198.5K +47.1K (+31.1%) | 2.30M +262.8K (+12.9%) | 0.36% +0.085 pp | 0.02% +0.002 pp | USD14.66 -21.1% | 56 qtrs — |
| 27 | GOLDMAN SACHS GROUP INC | 190.5K -294.0K (-60.7%) | 2.20M -4.3M (-66.1%) | 0.35% -0.534 pp | 0.00% -0.001 pp | USD15.00 -22.9% | 73 qtrs — |
| 28 | HRT FINANCIAL LP | 166.2K +113.3K (+214.2%) | 1.92M +1.2M (+170.9%) | 0.30% +0.205 pp | 0.01% +0.004 pp | USD12.15 -4.9% | 6 qtrs — |
| 29 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 157.9K -19.8K (-11.2%) | 1.83M -559.7K (-23.5%) | 0.29% -0.036 pp | 0.01% -0.003 pp | USD23.66 -51.1% | 25 qtrs — |
| 30 | UBS GROUP AG | 145.1K +23.4K (+19.3%) | 1.68M +44.5K (+2.7%) | 0.26% +0.042 pp | 0.00% +0.000 pp | USD13.76 -16.0% | 44 qtrs — |
| 31 | RHUMBLINE ADVISERS | 141.3K -6.2K (-4.2%) | 1.63M -346.6K (-17.5%) | 0.26% -0.012 pp | 0.00% 0.000 pp | USD30.40 -62.0% | 52 qtrs — |
| 32 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 134.1K -5.1K (-3.7%) | 1.55M -317.8K (-17.0%) | 0.24% -0.010 pp | 0.01% -0.002 pp | USD13.59 -14.9% | 3 qtrs — |
| 33 | UBS ASSET MANAGEMENT AMERICAS INC | 128.3K -5.5K (-4.1%) | 1.48M -312.7K (-17.4%) | 0.23% -0.010 pp | 0.00% 0.000 pp | USD22.03 -47.5% | 43 qtrs — |
| 34 | SQUAREPOINT OPS LLC | 125.6K +104.5K (+496.2%) | 1.45M +1.2M (+413.6%) | 0.23% +0.190 pp | 0.00% +0.001 pp | USD11.89 -2.8% | 6 qtrs — |
| 35 | ADVISER INVESTMENTS LLC | 119.5K +— (+0.0%) | 1.38M -222.2K (-13.9%) | 0.22% 0.000 pp | 0.02% -0.003 pp | USD21.62 -46.5% | 9 qtrs — |
| 36 | LEGAL & GENERAL GROUP PLC | 118.7K -5.1K (-4.1%) | 1.37M -289.0K (-17.4%) | 0.22% -0.009 pp | 0.00% 0.000 pp | USD38.03 -69.6% | 46 qtrs — |
| 37 | NUVEEN, LLC | 109.2K +— (+0.0%) | 1.26M -203.1K (-13.9%) | 0.20% 0.000 pp | 0.00% 0.000 pp | USD12.57 -8.0% | 4 qtrs — |
| 38 | QUANTINNO CAPITAL MANAGEMENT LP | 95.7K +76.9K (+409.6%) | 1.11M +854.0K (+338.9%) | 0.17% +0.139 pp | 0.00% +0.002 pp | USD11.96 -3.3% | 5 qtrs — |
| 39 | SWISS NATIONAL BANK | 92.1K +3.0K (+3.4%) | 1.06M -131.0K (-11.0%) | 0.17% +0.005 pp | 0.00% 0.000 pp | USD23.81 -51.4% | 51 qtrs — |
| 40 | BARCLAYS PLC | 79.2K -931.0 (-1.2%) | 915.8K -215.1K (-19.0%) | 0.14% -0.002 pp | 0.00% 0.000 pp | USD15.11 -23.5% | 51 qtrs — |
| 41 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 76.7K -29.0K (-27.4%) | 886.6K -531.2K (-37.5%) | 0.14% -0.053 pp | 0.01% -0.008 pp | USD14.69 -21.3% | 9 qtrs — |
| 42 | AMERIPRISE FINANCIAL INC | 75.6K -13.1K (-14.7%) | 873.5K -315.7K (-26.5%) | 0.14% -0.024 pp | 0.00% 0.000 pp | USD31.56 -63.4% | 55 qtrs — |
| 43 | CWM, LLC | 73.3K -212.0 (-0.3%) | 847.0K -139.0K (-14.1%) | 0.13% -0.001 pp | 0.00% -0.001 pp | USD21.80 -47.0% | 17 qtrs — |
| 44 | JANE STREET GROUP, LLC | 70.7K +948.0 (+1.4%) | 817.7K -118.9K (-12.7%) | 0.13% +0.002 pp | 0.00% +0.000 pp | USD14.54 -20.5% | 17 qtrs — |
| 45 | CREATIVE PLANNING | 68.8K -7.5K (-9.8%) | 795.1K -228.1K (-22.3%) | 0.12% -0.014 pp | 0.00% 0.000 pp | USD28.79 -59.8% | 38 qtrs — |
| 46 | PRICE T ROWE ASSOCIATES INC /MD/ | 68.1K +6.8K (+11.1%) | 788.0K -35.0K (-4.3%) | 0.12% +0.012 pp | 0.00% +0.000 pp | USD22.99 -49.7% | 52 qtrs — |
| 47 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 67.4K +— (+0.0%) | 780.0K -125.0K (-13.8%) | 0.12% 0.000 pp | 0.00% 0.000 pp | USD46.04 -74.9% | 25 qtrs — |
| 48 | RENAISSANCE TECHNOLOGIES LLC | 65.1K -50.6K (-43.7%) | 752.6K -800.1K (-51.5%) | 0.12% -0.092 pp | 0.00% -0.001 pp | USD22.23 -48.0% | 58 qtrs — |
| 49 | NATURAL INVESTMENTS, LLC | 62.4K +— (+0.0%) | 721.0K -116.0K (-13.9%) | 0.11% 0.000 pp | 0.18% -0.028 pp | USD12.61 -8.3% | 5 qtrs — |
| 50 | BANK OF AMERICA CORP /DE/ | 62.1K +23.3K (+60.1%) | 718.4K +197.5K (+37.9%) | 0.11% +0.042 pp | 0.00% +0.000 pp | USD17.24 -32.9% | 52 qtrs — |
| 51 | ALLIANCEBERNSTEIN L.P. | 60.1K +— (+0.0%) | 694.6K -111.8K (-13.9%) | 0.11% 0.000 pp | 0.00% +0.000 pp | USD35.59 -67.5% | 61 qtrs — |
| 52 | WELLS FARGO & COMPANY/MN | 58.2K -62.2K (-51.7%) | 673.0K -943.4K (-58.4%) | 0.11% -0.113 pp | 0.00% 0.000 pp | USD15.52 -25.5% | 57 qtrs — |
| 53 | FIRST TRUST ADVISORS LP | 57.8K +9.0K (+18.4%) | 668.6K +12.9K (+2.0%) | 0.10% +0.016 pp | 0.00% +0.000 pp | USD13.67 -15.4% | 7 qtrs — |
| 54 | TWO SIGMA ADVISERS, LP | 54.7K +17.6K (+47.4%) | 632.3K +134.5K (+27.0%) | 0.10% +0.032 pp | 0.00% +0.000 pp | USD12.73 -9.2% | 4 qtrs — |
| 55 | PATHSTONE HOLDINGS, LLC | 45.0K +87.0 (+0.2%) | 520.0K -82.5K (-13.7%) | 0.08% +0.000 pp | 0.00% 0.000 pp | USD19.64 -41.1% | 9 qtrs — |
| 56 | JPMORGAN CHASE & CO | 44.2K -358.0 (-0.8%) | 510.9K -87.0K (-14.6%) | 0.08% -0.001 pp | 0.00% +0.000 pp | USD25.41 -54.5% | 41 qtrs — |
| 57 | PRUDENTIAL FINANCIAL INC | 43.3K -3.6K (-7.6%) | 500.2K -128.4K (-20.4%) | 0.08% -0.007 pp | 0.00% 0.000 pp | USD37.21 -68.9% | 34 qtrs — |
| 58 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43.1K -35.0 (-0.1%) | 498.4K -80.7K (-13.9%) | 0.08% 0.000 pp | 0.00% 0.000 pp | USD12.88 -10.2% | 52 qtrs — |
| 59 | QUEST PARTNERS LLC | 42.5K +28.6K (+206.8%) | 491.3K +305.4K (+164.3%) | 0.08% +0.052 pp | 0.03% +0.015 pp | USD12.36 -6.5% | 9 qtrs — |
| 60 | DEUTSCHE BANK AG\ | 42.0K +1.8K (+4.6%) | 485.8K -53.5K (-9.9%) | 0.08% +0.003 pp | 0.00% +0.000 pp | USD20.40 -43.3% | 50 qtrs — |
| 61 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 41.7K +— (+0.0%) | 481.9K -77.5K (-13.9%) | 0.08% 0.000 pp | 0.07% -0.015 pp | USD43.29 -73.3% | 25 qtrs — |
| 62 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 41.0K +8.0K (+24.2%) | 474.0K +31.1K (+7.0%) | 0.07% +0.015 pp | 0.03% -0.002 pp | USD12.39 -6.7% | 5 qtrs — |
| 63 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 38.7K -18.0K (-31.7%) | 447.0K -305.0K (-40.6%) | 0.07% -0.033 pp | 0.00% 0.000 pp | USD29.81 -61.2% | 47 qtrs — |
| 64 | BEACON INVESTMENT ADVISORS LLC | 37.3K -775.0 (-2.0%) | 431.7K -79.9K (-15.6%) | 0.07% -0.002 pp | 0.17% -0.036 pp | USD15.90 -27.3% | 13 qtrs — |
| 65 | LPL FINANCIAL LLC | 36.7K -2.2K (-5.6%) | 424.8K -97.4K (-18.7%) | 0.07% -0.004 pp | 0.00% +0.000 pp | USD29.14 -60.3% | 39 qtrs — |
| 66 | ROYCE & ASSOCIATES LP | 36.5K +— (+0.0%) | 422.2K -67.9K (-13.9%) | 0.07% 0.000 pp | 0.00% -0.001 pp | USD13.54 -14.6% | 3 qtrs — |
| 67 | CORNERSTONE ADVISORY, LLC | 35.3K -35.0 (-0.1%) | 408.1K -66.1K (-13.9%) | 0.06% 0.000 pp | 0.04% -0.008 pp | USD16.93 -31.7% | 7 qtrs — |
| 68 | FULLER & THALER ASSET MANAGEMENT, INC. | 33.9K +— (+0.0%) | 391.4K -63.0K (-13.9%) | 0.06% 0.000 pp | 0.00% 0.000 pp | USD12.61 -8.3% | 5 qtrs — |
| 69 | THRIVENT FINANCIAL FOR LUTHERANS | 31.3K -1.6K (-4.8%) | 362.0K -79.0K (-17.9%) | 0.06% -0.003 pp | 0.00% 0.000 pp | USD42.20 -72.6% | 25 qtrs — |
| 70 | JANNEY MONTGOMERY SCOTT LLC | 30.8K +— (+0.0%) | 356.0K -57.0K (-13.8%) | 0.06% +0.000 pp | 0.00% 0.000 pp | USD22.20 -47.9% | 18 qtrs — |
| 71 | TREK FINANCIAL, LLC | 29.9K +— (+0.0%) | 345.6K -55.6K (-13.9%) | 0.05% +0.000 pp | 0.02% -0.004 pp | USD30.15 -61.7% | 18 qtrs — |
| 72 | ROYAL BANK OF CANADA | 28.9K -85.0K (-74.6%) | 334.0K -1.2M (-78.2%) | 0.05% -0.154 pp | 0.00% 0.000 pp | USD16.95 -31.8% | 43 qtrs — |
| 73 | METLIFE INVESTMENT MANAGEMENT, LLC | 27.7K -975.0 (-3.4%) | 320.6K -64.7K (-16.8%) | 0.05% -0.002 pp | 0.00% 0.000 pp | USD28.68 -59.7% | 33 qtrs — |
| 74 | AQUATIC CAPITAL MANAGEMENT LLC | 27.7K -7.0K (-20.3%) | 319.8K -145.8K (-31.3%) | 0.05% -0.013 pp | 0.01% +0.000 pp | USD14.84 -22.1% | 9 qtrs — |
| 75 | DAVENPORT & CO LLC | 24.5K -641.1K (-96.3%) | 282.9K -8.6M (-96.8%) | 0.04% -1.164 pp | 0.00% -0.046 pp | USD29.98 -61.4% | 19 qtrs — |
| 76 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 24.5K -100.0 (-0.4%) | 282.0K -47.0K (-14.3%) | 0.04% 0.000 pp | 0.00% 0.000 pp | USD38.88 -70.3% | 25 qtrs — |
| 77 | VISIONARY WEALTH ADVISORS | 24.3K -11.1K (-31.4%) | 280.6K -194.0K (-40.9%) | 0.04% -0.020 pp | 0.01% -0.010 pp | USD28.48 -59.4% | 25 qtrs — |
| 78 | ILLINOIS MUNICIPAL RETIREMENT FUND | 23.8K -324.0 (-1.3%) | 275.0K -48.6K (-15.0%) | 0.04% -0.001 pp | 0.00% -0.001 pp | USD19.37 -40.3% | 10 qtrs — |
| 79 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 23.6K -301.0 (-1.3%) | 272.5K -47.9K (-14.9%) | 0.04% -0.001 pp | 0.00% 0.000 pp | USD16.36 -29.3% | 7 qtrs — |
| 80 | GUGGENHEIM CAPITAL LLC | 22.8K +22.8K (+100.0%) | 264.0K +264.0K (+100.0%) | 0.04% +0.041 pp | 0.00% +0.002 pp | USD11.56 +0.0% | 1 qtrs NEW |
| 81 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 22.6K -11.4K (-33.5%) | 261.6K -194.8K (-42.7%) | 0.04% -0.021 pp | 0.00% +0.001 pp | USD12.95 -10.7% | 4 qtrs — |
| 82 | CITADEL ADVISORS LLC | 22.4K +22.4K (+100.0%) | 258.9K +258.9K (+100.0%) | 0.04% +0.041 pp | 0.00% +0.000 pp | USD11.56 +0.0% | 7 qtrs — |
| 83 | SG AMERICAS SECURITIES, LLC | 22.1K +12.2K (+124.1%) | 255.0K +123.0K (+93.2%) | 0.04% +0.022 pp | 0.00% 0.000 pp | USD12.39 -6.7% | 8 qtrs — |
| 84 | GRAVES LIGHT LENHART WEALTH, INC. | 21.7K -2.8K (-11.4%) | 250.4K -77.8K (-23.7%) | 0.04% -0.005 pp | 0.03% -0.010 pp | USD42.28 -72.7% | 29 qtrs — |
| 85 | VERITION FUND MANAGEMENT LLC | 20.9K -13.0 (-0.1%) | 241.9K -39.1K (-13.9%) | 0.04% 0.000 pp | 0.00% 0.000 pp | USD13.66 -15.4% | 3 qtrs — |
| 86 | JANUS HENDERSON GROUP PLC | 20.9K +— (+0.0%) | 241.7K -38.9K (-13.9%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD19.02 -39.2% | 12 qtrs — |
| 87 | LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM | 20.9K +— (+0.0%) | 241.6K -38.9K (-13.9%) | 0.04% +0.000 pp | 0.00% -0.001 pp | USD39.16 -70.5% | 25 qtrs — |
| 88 | PNC FINANCIAL SERVICES GROUP, INC. | 20.1K -8.3K (-29.2%) | 232.7K -149.0K (-39.0%) | 0.04% -0.015 pp | 0.00% 0.000 pp | USD21.33 -45.8% | 29 qtrs — |
| 89 | KESTRA ADVISORY SERVICES, LLC | 19.9K +27.0 (+0.1%) | 230.3K -36.7K (-13.7%) | 0.04% +0.000 pp | 0.00% 0.000 pp | USD18.23 -36.6% | 12 qtrs — |
| 90 | INTECH INVESTMENT MANAGEMENT LLC | 19.6K -22.2K (-53.1%) | 226.8K -334.1K (-59.6%) | 0.04% -0.040 pp | 0.00% -0.003 pp | USD14.10 -18.0% | 6 qtrs — |
| 91 | INCEPTIONR LLC | 19.1K +19.1K (+100.0%) | 220.8K +220.8K (+100.0%) | 0.03% +0.035 pp | 0.06% +0.061 pp | USD11.56 +0.0% | 1 qtrs NEW |
| 92 | SALVUS WEALTH MANAGEMENT, LLC | 19.1K +438.0 (+2.4%) | 220.4K -29.6K (-11.8%) | 0.03% +0.001 pp | 0.12% -0.017 pp | USD21.85 -47.1% | 15 qtrs — |
| 93 | CITIGROUP INC | 18.8K +2.7K (+16.9%) | 217.2K +1.6K (+0.7%) | 0.03% +0.005 pp | 0.00% +0.000 pp | USD18.35 -37.0% | 54 qtrs — |
| 94 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18.0K -7.9K (-30.5%) | 207.7K -139.2K (-40.1%) | 0.03% -0.014 pp | 0.00% +0.000 pp | USD14.53 -20.4% | 14 qtrs — |
| 95 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15.7K -1.6K (-9.3%) | 182.1K -51.1K (-21.9%) | 0.03% -0.003 pp | 0.00% +0.000 pp | USD26.69 -56.7% | 51 qtrs — |
| 96 | GRAHAM CAPITAL MANAGEMENT, L.P. | 15.3K +15.3K (+100.0%) | 177.1K +177.1K (+100.0%) | 0.03% +0.028 pp | 0.00% +0.004 pp | USD11.56 +0.0% | 1 qtrs NEW |
| 97 | CAXTON ASSOCIATES LLP | 14.6K -13.2K (-47.5%) | 168.2K -203.6K (-54.8%) | 0.03% -0.024 pp | 0.00% -0.006 pp | USD13.42 -13.9% | 4 qtrs — |
| 98 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 14.0K +— (+0.0%) | 162.4K -26.1K (-13.9%) | 0.03% +0.000 pp | 0.00% 0.000 pp | USD12.76 -9.4% | 5 qtrs — |
| 99 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 13.9K +— (+0.0%) | 160.3K -25.8K (-13.9%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD19.03 -39.3% | 51 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco S&P SmallCap Utilities & Communication Services ETF PSCU | 0.59% | 102.2K | 0.29% |
| 2 | State Street SPDR S&P Telecom ETF XTL | 0.46% | 2.89M | 0.35% |
| 3 | Invesco S&P SmallCap 600 Pure Value ETF RZV | 0.38% | 1.07M | 0.35% |
| 4 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.14% | 2.42M | 0.47% |
| 5 | iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV | 0.12% | 355.9K | 0.20% |
| 6 | JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE | 0.09% | 504.7K | 0.29% |
| 7 | Vanguard S&P Small-Cap 600 Value ETF VIOV | 0.08% | 1.61M | 0.10% |
| 8 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.07% | 59.0K | 0.89% |
| 9 | State Street SPDR S&P 600 Small Cap Value ETF SLYV | 0.07% | 3.16M | 0.15% |
| 10 | iShares S&P Small-Cap 600 Value ETF IJS | 0.06% | 5.07M | 0.18% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | John W Flora | Director | M-Exempt | A | Common Stock | 9,863 | 0.00 | — | 66,060 | D | ↗ |
| 2026-04-21 | Fitzsimmons Tracy | Director | M-Exempt | A | Common Stock | 9,863 | 0.00 | — | 63,053 | D | ↗ |
| 2026-04-02 | SCHULTZ LEIGH ANN | Director | A-Award | A | Common Stock | 43 | 15.42 | 666.67 | 34,174 | D | ↗ |
| 2026-04-02 | Rhymes Michael Anthony | Director | A-Award | A | Common Stock | 32 | 15.42 | 500.00 | 11,778 | D | ↗ |
| 2026-04-02 | QUAGLIO KENNETH L | Director | A-Award | A | Common Stock | 41 | 15.42 | 625.00 | 34,621 | D | ↗ |
| 2026-04-02 | Koontz Richard L Jr | Director | A-Award | A | Common Stock | 32 | 15.42 | 500.00 | 71,675 | D | ↗ |
| 2026-04-02 | Fitzsimmons Tracy | Director | A-Award | A | Common Stock | 68 | 15.42 | 1.0K | 53,190 | D | ↗ |
| 2026-04-02 | Beckett Thomas | Director | A-Award | A | Common | 26 | 15.42 | 400.00 | 30,825 | D | ↗ |
| 2026-04-02 | BARNES VICTOR CHRISTOPHER | Director | A-Award | A | Common Stock | 53 | 15.42 | 816.67 | 24,438 | D | ↗ |
| 2026-03-02 | SCHULTZ LEIGH ANN | Director | A-Award | A | Common Stock | 49 | 13.63 | 666.67 | 34,131 | D | ↗ |
| 2026-03-02 | Rhymes Michael Anthony | Director | A-Award | A | Common Stock | 37 | 13.63 | 500.00 | 11,746 | D | ↗ |
| 2026-03-02 | QUAGLIO KENNETH L | Director | A-Award | A | Common Stock | 46 | 13.63 | 625.00 | 34,581 | D | ↗ |
| 2026-03-02 | Koontz Richard L Jr | Director | A-Award | A | Common Stock | 37 | 13.63 | 500.00 | 71,643 | D | ↗ |
| 2026-03-02 | Fitzsimmons Tracy | Director | A-Award | A | Common Stock | 76 | 13.63 | 1.0K | 53,122 | D | ↗ |
| 2026-03-02 | FRENCH CHRISTOPHER E | Officer | J-Other | D | Common Stock | 2,249 | 0.00 | — | 125,387 | I | ↗ |
| 2026-03-02 | Beckett Thomas | Director | A-Award | A | Common | 29 | 13.63 | 400.00 | 30,799 | D | ↗ |
| 2026-03-02 | BARNES VICTOR CHRISTOPHER | Director | A-Award | A | Common Stock | 60 | 13.63 | 816.67 | 24,385 | D | ↗ |
| 2026-02-19 | Willis Tracy | Officer | F-InKind | D | Common Stock | 799 | 13.18 | 10.5K | 1,638 | D | ↗ |
| 2026-02-19 | VOLK JAMES J | Officer | A-Award | A | Restricted Stock Unit | 31,950 | 0.00 | — | 70,071 | D | ↗ |
| 2026-02-19 | TORMEY HEATHER K | Officer | M-Exempt | D | Restricted Stock Unit | 1,739 | 0.00 | — | 24,049 | D | ↗ |
| 2026-02-19 | SCHULTZ LEIGH ANN | Director | A-Award | A | Restricted Stock Unit | 9,863 | 0.00 | — | 9,863 | D | ↗ |
| 2026-02-19 | Rhymes Michael Anthony | Director | A-Award | A | Restricted Stock Unit | 9,863 | 0.00 | — | 9,863 | D | ↗ |
| 2026-02-19 | QUAGLIO KENNETH L | Director | A-Award | A | Restricted Stock Unit | 9,863 | 0.00 | — | 9,863 | D | ↗ |
| 2026-02-19 | Olsen Angela M | Officer | F-InKind | D | Common Stock | 443 | 13.18 | 5.8K | 809 | D | ↗ |
| 2026-02-19 | McKay Edward H | Officer | A-Award | A | Restricted Stock Unit | 64,492 | 0.00 | — | 108,971 | D | ↗ |
| 2026-02-19 | MASON RICHARD W JR | Officer | M-Exempt | D | Restricted Stock Unit | 2,282 | 0.00 | — | 31,868 | D | ↗ |
| 2026-02-19 | Lytle Glenn E Jr | Officer | M-Exempt | A | Common Stock | 5,079 | 0.00 | — | 8,956 | D | ↗ |
| 2026-02-19 | LESLIE DARA | Officer | M-Exempt | D | Restricted Stock Unit | 756 | 0.00 | — | 23,804 | D | ↗ |
| 2026-02-19 | Koontz Richard L Jr | Director | A-Award | A | Restricted Stock Unit | 9,863 | 0.00 | — | 9,863 | D | ↗ |
| 2026-02-19 | John W Flora | Director | A-Award | A | Restricted Stock Unit | 9,863 | 0.00 | — | 9,863 | D | ↗ |
| 2026-02-19 | GCM Grosvenor Inc. | Director | A-Award | D | Restricted Stock Unit | 9,863 | 0.00 | — | 9,863 | I | ↗ |
| 2026-02-19 | Fitzsimmons Tracy | Director | A-Award | A | Restricted Stock Unit | 9,863 | 0.00 | — | 9,863 | D | ↗ |
| 2026-02-19 | FRENCH CHRISTOPHER E | Officer | M-Exempt | D | Restricted Stock Unit | 18,427 | 0.00 | — | 86,873 | D | ↗ |
| 2026-02-19 | Energy Capital Partners Management, LP | Other | A-Award | A | Restricted Stock Units | 9,863 | 0.00 | — | 9,863 | D | ↗ |
| 2026-02-19 | DiMola James F | Director | A-Award | A | Restricted Stock Unit | 9,863 | 0.00 | — | 9,863 | D | ↗ |
| 2026-02-19 | CHENG ELAINE | Officer | M-Exempt | D | Restricted Stock Unit | 4,469 | 0.00 | — | 21,147 | D | ↗ |
| 2026-02-19 | Beckett Thomas | Director | A-Award | A | Restricted Stock Unit | 9,863 | 0.00 | — | 9,863 | D | ↗ |
| 2026-02-19 | BARNES VICTOR CHRISTOPHER | Director | A-Award | A | Restricted Stock Unit | 9,863 | 0.00 | — | 9,863 | D | ↗ |
| 2026-02-18 | SCHULTZ LEIGH ANN | Director | F-InKind | D | Common Stock | 3,031 | 13.01 | 39.4K | 34,082 | D | ↗ |
| 2026-02-18 | Rhymes Michael Anthony | Director | F-InKind | D | Common Stock | 2,403 | 13.01 | 31.3K | 11,709 | D | ↗ |
| 2026-02-18 | QUAGLIO KENNETH L | Director | M-Exempt | A | Common Stock | 10,924 | 0.00 | — | 37,566 | D | ↗ |
| 2026-02-18 | Koontz Richard L Jr | Director | M-Exempt | A | Common Stock | 10,924 | 0.00 | — | 71,606 | D | ↗ |
| 2026-02-18 | John W Flora | Director | M-Exempt | D | Restricted Stock Unit | 10,924 | 0.00 | — | 0 | D | ↗ |
| 2026-02-18 | GCM Grosvenor Inc. | Director | D-Return | D | Restricted Stock Unit | 10,924 | 0.00 | — | 0 | I | ↗ |
| 2026-02-18 | Fitzsimmons Tracy | Director | M-Exempt | A | Common Stock | 10,924 | 0.00 | — | 56,077 | D | ↗ |
| 2026-02-18 | Energy Capital Partners Management, LP | Other | M-Exempt | A | Common Stock | 10,924 | 0.00 | — | 15,675 | D | ↗ |
| 2026-02-18 | DiMola James F | Director | M-Exempt | A | Common Stock | 10,924 | 0.00 | — | 10,924 | D | ↗ |
| 2026-02-18 | Beckett Thomas | Director | M-Exempt | A | Common Stock | 10,924 | 0.00 | — | 33,801 | D | ↗ |
| 2026-02-18 | BARNES VICTOR CHRISTOPHER | Director | M-Exempt | A | Common Stock | 10,924 | 0.00 | — | 27,296 | D | ↗ |
| 2026-02-02 | VOLK JAMES J | Officer | A-Award | A | Common Stock | 2,053 | 0.00 | — | 72,980 | D | ↗ |
| 2026-02-02 | TORMEY HEATHER K | Officer | F-InKind | D | Common Stock | 1,983 | 11.87 | 23.5K | 19,320 | D | ↗ |
| 2026-02-02 | SCHULTZ LEIGH ANN | Director | A-Award | A | Common Stock | 56 | 11.87 | 666.67 | 26,189 | D | ↗ |
| 2026-02-02 | Rhymes Michael Anthony | Director | A-Award | A | Common Stock | 42 | 11.87 | 500.00 | 3,188 | D | ↗ |
| 2026-02-02 | QUAGLIO KENNETH L | Director | A-Award | A | Common Stock | 53 | 11.87 | 625.00 | 26,642 | D | ↗ |
| 2026-02-02 | McKay Edward H | Officer | A-Award | A | Common Stock | 10,037 | 0.00 | — | 124,418 | D | ↗ |
| 2026-02-02 | MASON RICHARD W JR | Officer | A-Award | A | Common Stock | 4,824 | 0.00 | — | 42,705 | D | ↗ |
| 2026-02-02 | LESLIE DARA | Officer | A-Award | A | Common Stock | 2,450 | 0.00 | — | 12,932 | D | ↗ |
| 2026-02-02 | Koontz Richard L Jr | Director | A-Award | A | Common Stock | 42 | 11.87 | 500.00 | 60,682 | D | ↗ |
| 2026-02-02 | Fitzsimmons Tracy | Director | A-Award | A | Common Stock | 88 | 11.87 | 1.0K | 45,153 | D | ↗ |
| 2026-02-02 | FRENCH CHRISTOPHER E | Officer | A-Award | A | Common Stock | 25,571 | 0.00 | — | 436,088 | D | ↗ |
| 2026-02-02 | CHENG ELAINE | Officer | A-Award | A | Common Stock | 6,262 | 0.00 | — | 30,134 | D | ↗ |
| 2026-02-02 | Beckett Thomas | Director | A-Award | A | Common | 34 | 11.87 | 400.00 | 22,877 | D | ↗ |
| 2026-02-02 | BARNES VICTOR CHRISTOPHER | Director | A-Award | A | Common Stock | 69 | 11.87 | 816.67 | 16,372 | D | ↗ |
| 2026-01-05 | SCHULTZ LEIGH ANN | Director | A-Award | A | Common Stock | 58 | 11.56 | 666.67 | 26,171 | D | ↗ |
| 2026-01-05 | Rhymes Michael Anthony | Director | A-Award | A | Common Stock | 43 | 11.56 | 500.00 | 3,146 | D | ↗ |
| 2026-01-05 | QUAGLIO KENNETH L | Director | A-Award | A | Common Stock | 54 | 11.56 | 625.00 | 26,589 | D | ↗ |
| 2026-01-05 | Koontz Richard L Jr | Director | A-Award | A | Common Stock | 43 | 11.56 | 500.00 | 60,640 | D | ↗ |
| 2026-01-05 | Fitzsimmons Tracy | Director | A-Award | A | Common Stock | 90 | 11.56 | 1.0K | 45,065 | D | ↗ |
| 2026-01-05 | Beckett Thomas | Director | A-Award | A | Common | 35 | 11.56 | 400.00 | 22,843 | D | ↗ |
| 2026-01-05 | BARNES VICTOR CHRISTOPHER | Director | A-Award | A | Common Stock | 71 | 11.56 | 816.67 | 16,303 | D | ↗ |
| 2025-12-01 | SCHULTZ LEIGH ANN | Director | A-Award | A | Common Stock | 61 | 10.93 | 666.67 | 26,075 | D | ↗ |
| 2025-12-01 | Rhymes Michael Anthony | Director | A-Award | A | Common Stock | 46 | 10.93 | 500.00 | 3,103 | D | ↗ |
| 2025-12-01 | QUAGLIO KENNETH L | Director | A-Award | A | Common Stock | 57 | 10.93 | 625.00 | 26,535 | D | ↗ |
| 2025-12-01 | Koontz Richard L Jr | Director | A-Award | A | Common Stock | 46 | 10.93 | 500.00 | 60,008 | D | ↗ |
| 2025-12-01 | Fitzsimmons Tracy | Director | A-Award | A | Common Stock | 95 | 10.93 | 1.0K | 44,975 | D | ↗ |
| 2025-12-01 | Beckett Thomas | Director | A-Award | A | Common | 37 | 10.93 | 400.00 | 22,809 | D | ↗ |
| 2025-12-01 | BARNES VICTOR CHRISTOPHER | Director | A-Award | A | Common Stock | 75 | 10.93 | 816.67 | 16,232 | D | ↗ |
| 2025-11-03 | SCHULTZ LEIGH ANN | Director | A-Award | A | Common Stock | 54 | 12.32 | 666.67 | 26,014 | D | ↗ |
| 2025-11-03 | Rhymes Michael Anthony | Director | A-Award | A | Common Stock | 41 | 12.32 | 500.00 | 3,057 | D | ↗ |
| 2025-11-03 | QUAGLIO KENNETH L | Director | A-Award | A | Common Stock | 51 | 12.32 | 625.00 | 26,478 | D | ↗ |
| 2025-11-03 | Koontz Richard L Jr | Director | A-Award | A | Common Stock | 41 | 12.32 | 500.00 | 59,962 | D | ↗ |
| 2025-11-03 | Fitzsimmons Tracy | Director | A-Award | A | Common Stock | 85 | 12.32 | 1.0K | 44,879 | D | ↗ |
| 2025-11-03 | Beckett Thomas | Director | A-Award | A | Common | 32 | 12.32 | 400.00 | 22,772 | D | ↗ |
| 2025-11-03 | BARNES VICTOR CHRISTOPHER | Director | A-Award | A | Common Stock | 66 | 12.32 | 816.67 | 16,157 | D | ↗ |
| 2025-10-27 | Olsen Angela M | Officer | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-10-01 | SCHULTZ LEIGH ANN | Director | A-Award | A | Common Stock | 50 | 13.42 | 666.67 | 25,960 | D | ↗ |
| 2025-10-01 | Rhymes Michael Anthony | Director | A-Award | A | Common Stock | 37 | 13.42 | 500.00 | 3,016 | D | ↗ |
| 2025-10-01 | QUAGLIO KENNETH L | Director | A-Award | A | Common Stock | 47 | 13.42 | 625.00 | 26,427 | D | ↗ |
| 2025-10-01 | Koontz Richard L Jr | Director | A-Award | A | Common Stock | 37 | 13.42 | 500.00 | 59,921 | D | ↗ |
| 2025-10-01 | Fitzsimmons Tracy | Director | A-Award | A | Common Stock | 78 | 13.42 | 1.0K | 44,795 | D | ↗ |
| 2025-10-01 | Beckett Thomas | Director | A-Award | A | Common | 30 | 13.42 | 400.00 | 22,710 | D | ↗ |
| 2025-10-01 | BARNES VICTOR CHRISTOPHER | Director | A-Award | A | Common Stock | 61 | 13.42 | 816.67 | 16,091 | D | ↗ |
| 2025-09-11 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 1,803 | 13.34 | 24.1K | 3,457,105 | I | ↗ |
| 2025-09-11 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 1,803 | 13.34 | 24.1K | 3,457,105 | I | ↗ |
| 2025-09-10 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 13,541 | 13.29 | 179.9K | 3,455,302 | I | ↗ |
| 2025-09-10 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 13,541 | 13.29 | 179.9K | 3,455,302 | I | ↗ |
| 2025-09-09 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 362 | 13.39 | 4.8K | 3,441,761 | I | ↗ |
| 2025-09-09 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 362 | 13.39 | 4.8K | 3,441,761 | I | ↗ |
| 2025-09-08 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 147 | 13.46 | 2.0K | 3,441,399 | I | ↗ |
| 2025-09-08 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 147 | 13.46 | 2.0K | 3,441,399 | I | ↗ |
| 2025-09-05 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 3,000 | 13.45 | 40.4K | 3,441,252 | I | ↗ |
| 2025-09-05 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 3,000 | 13.45 | 40.4K | 3,441,252 | I | ↗ |
| 2025-09-04 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 2,068 | 12.96 | 26.8K | 3,438,252 | I | ↗ |
| 2025-09-04 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 2,068 | 12.96 | 26.8K | 3,438,252 | I | ↗ |
| 2025-09-03 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 30,000 | 12.79 | 383.8K | 3,436,184 | I | ↗ |
| 2025-09-03 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 30,000 | 12.79 | 383.8K | 3,436,184 | I | ↗ |
| 2025-09-02 | SCHULTZ LEIGH ANN | Director | A-Award | A | Common Stock | 50 | 13.25 | 666.67 | 25,911 | D | ↗ |
| 2025-09-02 | Rhymes Michael Anthony | Director | A-Award | A | Common Stock | 38 | 13.25 | 500.00 | 2,979 | D | ↗ |
| 2025-09-02 | QUAGLIO KENNETH L | Director | A-Award | A | Common Stock | 47 | 13.25 | 625.00 | 26,381 | D | ↗ |
| 2025-09-02 | Koontz Richard L Jr | Director | A-Award | A | Common Stock | 38 | 13.25 | 500.00 | 59,884 | D | ↗ |
| 2025-09-02 | Fitzsimmons Tracy | Director | A-Award | A | Common Stock | 79 | 13.25 | 1.0K | 44,717 | D | ↗ |
| 2025-09-02 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 28,951 | 13.01 | 376.6K | 3,406,184 | I | ↗ |
| 2025-09-02 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 28,951 | 13.01 | 376.6K | 3,406,184 | I | ↗ |
| 2025-09-02 | Beckett Thomas | Director | A-Award | A | Common | 30 | 13.25 | 400.00 | 22,710 | D | ↗ |
| 2025-09-02 | BARNES VICTOR CHRISTOPHER | Director | A-Award | A | Common Stock | 62 | 13.25 | 816.67 | 16,030 | D | ↗ |
| 2025-08-29 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 12,000 | 13.25 | 159.0K | 3,377,233 | I | ↗ |
| 2025-08-29 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 12,000 | 13.25 | 159.0K | 3,377,233 | I | ↗ |
| 2025-08-28 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 14,358 | 13.26 | 190.4K | 3,365,233 | I | ↗ |
| 2025-08-28 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 14,358 | 13.26 | 190.4K | 3,365,233 | I | ↗ |
| 2025-08-27 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 200 | 13.35 | 2.7K | 3,350,875 | I | ↗ |
| 2025-08-27 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 200 | 13.35 | 2.7K | 3,350,875 | I | ↗ |
| 2025-08-26 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 7,053 | 13.27 | 93.6K | 3,350,675 | I | ↗ |
| 2025-08-26 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 7,053 | 13.27 | 93.6K | 3,350,675 | I | ↗ |
| 2025-08-25 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 1,500 | 13.10 | 19.6K | 3,343,622 | I | ↗ |
| 2025-08-25 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 1,500 | 13.10 | 19.6K | 3,343,622 | I | ↗ |
| 2025-08-22 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 4,000 | 13.09 | 52.4K | 3,342,122 | I | ↗ |
| 2025-08-22 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 4,000 | 13.09 | 52.4K | 3,342,122 | I | ↗ |
| 2025-08-21 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 9,059 | 12.66 | 114.7K | 3,338,122 | I | ↗ |
| 2025-08-21 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 9,059 | 12.66 | 114.7K | 3,338,122 | I | ↗ |
| 2025-08-20 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 15,433 | 12.52 | 193.2K | 3,329,063 | I | ↗ |
| 2025-08-20 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 15,433 | 12.52 | 193.2K | 3,329,063 | I | ↗ |
| 2025-08-19 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 10,560 | 12.54 | 132.4K | 3,313,630 | I | ↗ |
| 2025-08-19 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 10,560 | 12.54 | 132.4K | 3,313,630 | I | ↗ |
| 2025-08-18 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 20,047 | 12.52 | 250.9K | 3,303,070 | I | ↗ |
| 2025-08-18 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 20,047 | 12.52 | 250.9K | 3,303,070 | I | ↗ |
| 2025-08-13 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 1,473 | 12.87 | 19.0K | 3,283,023 | I | ↗ |
| 2025-08-13 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 1,473 | 12.87 | 19.0K | 3,283,023 | I | ↗ |
| 2025-08-12 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 30,000 | 12.59 | 377.8K | 3,281,550 | I | ↗ |
| 2025-08-12 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 30,000 | 12.59 | 377.8K | 3,281,550 | I | ↗ |
| 2025-08-11 | FRENCH CHRISTOPHER E | Officer | P-Purchase | A | Common Stock | 16,800 | 11.83 | 198.7K | 410,517 | D | ↗ |
| 2025-08-11 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 30,000 | 11.88 | 356.5K | 3,251,550 | I | ↗ |
| 2025-08-11 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 30,000 | 11.88 | 356.5K | 3,251,550 | I | ↗ |
| 2025-08-08 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 30,000 | 12.52 | 375.5K | 3,221,550 | I | ↗ |
| 2025-08-08 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 30,000 | 12.52 | 375.5K | 3,221,550 | I | ↗ |
| 2025-08-07 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 25,104 | 12.71 | 319.1K | 3,191,550 | I | ↗ |
| 2025-08-07 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 25,104 | 12.71 | 319.1K | 3,191,550 | I | ↗ |
| 2025-08-06 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 22,085 | 13.01 | 287.4K | 3,166,446 | I | ↗ |
| 2025-08-06 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 22,085 | 13.01 | 287.4K | 3,166,446 | I | ↗ |
| 2025-08-05 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 26,117 | 13.12 | 342.6K | 3,144,361 | I | ↗ |
| 2025-08-05 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 26,117 | 13.12 | 342.6K | 3,144,361 | I | ↗ |
| 2025-08-04 | SCHULTZ LEIGH ANN | Director | A-Award | A | Common Stock | 45 | 14.68 | 666.67 | 25,860 | D | ↗ |
| 2025-08-04 | Rhymes Michael Anthony | Director | A-Award | A | Common Stock | 34 | 14.69 | 500.34 | 2,941 | D | ↗ |
| 2025-08-04 | QUAGLIO KENNETH L | Director | A-Award | A | Common Stock | 43 | 14.69 | 625.43 | 26,334 | D | ↗ |
| 2025-08-04 | Koontz Richard L Jr | Director | A-Award | A | Common Stock | 34 | 14.69 | 500.34 | 59,846 | D | ↗ |
| 2025-08-04 | Fitzsimmons Tracy | Director | A-Award | A | Common Stock | 71 | 14.69 | 1.0K | 44,639 | D | ↗ |
| 2025-08-04 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 23,703 | 13.00 | 308.0K | 3,118,244 | I | ↗ |
| 2025-08-04 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 23,703 | 13.00 | 308.0K | 3,118,244 | I | ↗ |
| 2025-08-04 | Beckett Thomas | Director | A-Award | A | Common | 27 | 14.69 | 400.27 | 22,680 | D | ↗ |
| 2025-08-04 | BARNES VICTOR CHRISTOPHER | Director | A-Award | A | Common Stock | 56 | 14.69 | 817.23 | 15,969 | D | ↗ |
| 2025-08-01 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 8,585 | 12.93 | 111.0K | 3,073,126 | I | ↗ |
| 2025-08-01 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 8,585 | 12.93 | 111.0K | 3,073,126 | I | ↗ |
| 2025-07-31 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 22,847 | 14.74 | 336.7K | 3,064,541 | I | ↗ |
| 2025-07-31 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 22,847 | 14.74 | 336.7K | 3,064,541 | I | ↗ |
| 2025-07-30 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 17,303 | 14.88 | 257.5K | 3,041,694 | I | ↗ |
| 2025-07-30 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 17,303 | 14.88 | 257.5K | 3,041,694 | I | ↗ |
| 2025-07-29 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 19,852 | 14.88 | 295.5K | 3,024,391 | I | ↗ |
| 2025-07-29 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 19,852 | 14.88 | 295.5K | 3,024,391 | I | ↗ |
| 2025-07-28 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 11,934 | 15.06 | 179.7K | 3,004,539 | I | ↗ |
| 2025-07-28 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 11,934 | 15.06 | 179.7K | 3,004,539 | I | ↗ |
| 2025-07-25 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 10,264 | 15.22 | 156.3K | 2,992,605 | I | ↗ |
| 2025-07-25 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 10,264 | 15.22 | 156.3K | 2,992,605 | I | ↗ |
| 2025-07-24 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 8,980 | 15.52 | 139.3K | 2,982,341 | I | ↗ |
| 2025-07-24 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 8,980 | 15.52 | 139.3K | 2,982,341 | I | ↗ |
| 2025-07-23 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 15,801 | 15.64 | 247.2K | 2,973,361 | I | ↗ |
| 2025-07-23 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 15,801 | 15.64 | 247.2K | 2,973,361 | I | ↗ |
| 2025-07-22 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 17,583 | 15.40 | 270.8K | 2,957,560 | I | ↗ |
| 2025-07-22 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 17,583 | 15.40 | 270.8K | 2,957,560 | I | ↗ |
| 2025-07-21 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 16,467 | 15.02 | 247.4K | 2,939,977 | I | ↗ |
| 2025-07-21 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 16,467 | 15.02 | 247.4K | 2,939,977 | I | ↗ |
| 2025-07-18 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 20,004 | 14.83 | 296.7K | 2,923,510 | I | ↗ |
| 2025-07-18 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 20,004 | 14.83 | 296.7K | 2,923,510 | I | ↗ |
| 2025-07-17 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 30,000 | 14.62 | 438.7K | 2,903,506 | I | ↗ |
| 2025-07-17 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 30,000 | 14.62 | 438.7K | 2,903,506 | I | ↗ |
| 2025-07-16 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 22,402 | 14.59 | 326.8K | 2,873,506 | I | ↗ |
| 2025-07-16 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 22,402 | 14.59 | 326.8K | 2,873,506 | I | ↗ |
| 2025-07-15 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 28,952 | 14.69 | 425.4K | 2,851,104 | I | ↗ |
| 2025-07-15 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 28,952 | 14.69 | 425.4K | 2,851,104 | I | ↗ |
| 2025-07-14 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 21,137 | 15.28 | 322.9K | 2,822,152 | I | ↗ |
| 2025-07-14 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 21,137 | 15.28 | 322.9K | 2,822,152 | I | ↗ |
| 2025-07-11 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 8,000 | 14.76 | 118.1K | 2,801,015 | I | ↗ |
| 2025-07-11 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 8,000 | 14.76 | 118.1K | 2,801,015 | I | ↗ |
| 2025-07-10 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 16,943 | 14.89 | 252.3K | 2,793,015 | I | ↗ |
| 2025-07-10 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 16,943 | 14.89 | 252.3K | 2,793,015 | I | ↗ |
| 2025-07-09 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 17,687 | 14.54 | 257.2K | 2,776,072 | I | ↗ |
| 2025-07-09 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 17,687 | 14.54 | 257.2K | 2,776,072 | I | ↗ |
| 2025-07-08 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 28,700 | 14.67 | 421.0K | 2,758,385 | I | ↗ |
| 2025-07-08 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 28,700 | 14.67 | 421.0K | 2,758,385 | I | ↗ |
| 2025-07-07 | ECP Fiber Holdings GP, LLC | 10% Owner | P-Purchase | A | Common Stock | 15,314 | 14.40 | 220.5K | 2,729,685 | I | ↗ |
| 2025-07-07 | ECP ControlCo, LLC | 10% Owner | P-Purchase | A | Common Stock | 15,314 | 14.40 | 220.5K | 2,729,685 | I | ↗ |
| 2025-07-01 | SCHULTZ LEIGH ANN | Director | A-Award | A | Common Stock | 49 | 13.66 | 666.67 | 25,815 | D | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2005 | Christopher E. French President | 268.9K | 87.5K | — | 2.0K | — | 15.2K | 371.6K | 0.55% | ↗ |
| 2 | 2005 | Earle A. MacKenzie Executive Vice President and Chief Financial Officer | 209.6K | 55.0K | — | — | — | 14.0K | 278.6K | 0.00% | ↗ |
| 3 | 2005 | Jonathan R. Spencer Vice President and General Counsel | 156.5K | 44.9K | — | — | — | 8.1K | 209.6K | 0.00% | ↗ |
| 4 | 2005 | David E. Ferguson Vice President, Customer Services | 158.5K | 33.6K | — | 1.2K | — | 12.3K | 204.4K | 0.59% | ↗ |
| 5 | 2005 | William L. Pirtle Vice President, Sales | 159.1K | 29.9K | — | 1.2K | — | 10.7K | 199.7K | 0.60% | ↗ |
| 6 | 2004 | Christopher E. French President | 254.1K | 70.9K | — | 1.8K | — | 13.7K | 338.6K | 0.53% | ↗ |
| 7 | 2004 | Earle A. MacKenzie Executive Vice President and Chief Financial Officer | 195.1K | 45.9K | — | — | — | 9.7K | 250.7K | 0.00% | ↗ |
| 8 | 2004 | David E. Ferguson Vice President, Customer Services | 149.1K | 29.7K | — | 1.1K | — | 11.9K | 190.7K | 0.58% | ↗ |
| 9 | 2004 | William L. Pirtle Vice President, Sales | 148.9K | 30.0K | — | 1.1K | — | 9.7K | 188.5K | 0.58% | ↗ |
| 10 | 2004 | Jonathan R. Spencer Vice President and General Counsel | 59.4K | 24.7K | — | 10.0K | — | 1.3K | 85.4K | 11.71% | ↗ |
| 11 | 2003 | Christopher E. French President | 223.6K | 39.6K | — | 1.6K | — | 9.5K | 272.6K | 0.60% | ↗ |
| 12 | 2003 | Earle A. MacKenzie Executive Vice President and Chief Financial Officer | 100.9K | 114.6K | — | 20.0K | — | 3.1K | 218.7K | 9.15% | ↗ |
| 13 | 2003 | David E. Ferguson Vice President, Customer Services | 135.4K | 15.4K | — | 1.0K | — | 10.7K | 161.5K | 0.63% | ↗ |
| 14 | 2003 | William L. Pirtle Vice President, Sales | 133.8K | 15.9K | — | 994.00 | — | 8.6K | 158.3K | 0.63% | ↗ |
| 15 | 2003 | Jonathan R. Spencer Vice President and General Counsel | — | — | — | — | — | — | — | — | ↗ |
No CEO compensation history available.
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Christopher E. French | Executive Chairman of the Board | 1M | male |
| Edward H. McKay | President & Chief Executive Officer | 902.0K | male |
| James J. Volk | Senior Vice President of Finance & Chief Financial Officer | 715.9K | male |
| Richard W. Mason Jr. | Senior Vice President of Engineering & Operations | 537.6K | male |
| Elaine Cheng | Senior Vice President & Chief Information Officer | 532.8K | female |
| Heather K. Tormey | Vice President & Chief Human Resources Officer | 487.6K | female |
| Tracy L. Willis | Vice President & Chief Accounting Officer | — | female |
| Dara Leslie | Senior Vice President of Sales & Marketing | — | female |
| Glenn E. Lytle | Senior Vice President of Commercial Sales | — | male |
| Kirk Andrews | Director of FP&A | — | male |
| Lucas Binder | Vice President of Corporate Finance | — | male |
| Angela Olsen | Vice President of Legal, Company Secretary & General Counsel | — | female |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for SHEN
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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