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Shoals Technologies Group, Inc. (SHLS)

USD9.92 +0.52 (+5.48%)
US NASDAQ Energy Solar
Address 1400 Shoals Way 37148
Portland, TN, US
CEO Brandon Moss
Website shoals.com
IPO 2021-01-28
CIK 1831651 ISIN US82489W1071

Explore sections of this company profile

Description

Shoals Technologies Group, Inc. provides Electrical Balance of System (EBOS) solutions designed for solar power projects throughout the United States. The company manufactures a wide array of EBOS components, including various cable assemblies, inline fuses, combiners, disconnects, recombiners, wireless monitoring systems, junction boxes, specialized transition enclosures, splice boxes, wire management solutions, and IV curve benchmarking devices. Additionally, Shoals offers EV Charging solutions for both public and fleet electric vehicle charging infrastructure, alongside its core EBOS systems. Its primary customers are engineering, procurement, and construction (EPC) firms responsible for developing solar energy installations and deploying electric vehicle charging stations. Shoals Technologies Group, Inc. was founded in 1996 and maintains its headquarters in Portland, Tennessee.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD9.92 +0.52 (+5.48%)
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Volume Profile
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Liquidity & share structure
Average Volume
6M
Beta
1.88
Float Shares
166.41M
Free Float %
99.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.69% +8.84% +23.93% -15.75% -12.86% -4.35% +116.22% -57.12% -72.03% -73.76% -73.76%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (23 ratings, all time) Buy
Price Targets & DCF
Current price
9.92
Low 8.00 -19.3%
Consensus 8.75 -11.7%
Median 8.75 -11.7%
High 9.50 -4.2%
DCF (Unlevered) 5.71 -42.5%
DCF (Levered) 6.27 -36.8%

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) 68% Bullish
Rating 2026-05 Change
Strong Buy 4 0
Buy 9 -1
Hold 6 -1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
9.00
-9.2%
Last Year 7
9.81
-1.1%
All Time 29
15.73
+58.6%
Quality scores
Altman Z-Score
2.98
Grey zone
Piotroski F-Score
3 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Solar: +18.1%
    +19.1% Q1'26: +74.9% (vs Q1'25)
  • EPS growth Solar: +43.7%
    +42.9% Q1'26: -5.9% (vs Q1'25)
  • FCF margin FCF growth · Solar: +87.8%
    -5.5% Q1'26: -34.9% (vs Q1'25)
  • EBIT margin Solar: +4.0%
    +12.3% Q1'26: +0.0% (vs Q1'25)
  • ROIC Solar: +1.3%
    +5.3% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Solar: 0.0%
    -0.2% Q1'26: +0.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Solar: 0.12×
    2.61× Q1'26: -65.89× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.74) × ERP
WACC = 89% × Ke + 11% × Kd (5.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 5.73 Current price: 9.92
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
13 Rev. Ana.
10 EPS Ana.
Dec 2027
13 Rev. Ana.
10 EPS Ana.
Dec 2028
11 Rev. Ana.
5 EPS Ana.
Dec 2029
5 Rev. Ana.
1 EPS Ana.
Dec 2030
5 Rev. Ana.
1 EPS Ana.
Revenue
175.52M
est: 175.10M (+0.2%)
213.21M
est: 211.36M (+0.9%)
326.94M
est: 318.33M (+2.7%)
488.94M
est: 454.70M (+7.5%)
399.21M
est: 394.51M (+1.2%)
475.33M
est: 471.53M (+0.8%)
585.99M
577.65M – 595.03M
+24.3% YoY
652.33M
643.47M – 661.29M
+11.3% YoY
740.65M
717.94M – 766.80M
+13.5% YoY
810.73M
785.88M – 839.36M
+9.5% YoY
755.50M
732.34M – 782.18M
-6.8% YoY
EBITDA
46.68M
est: 45.47M (+2.7%)
28.63M
est: 54.88M (-47.8%)
181.05M
est: 82.66M (+119.0%)
89.56M
est: 106.72M (-16.1%)
64.32M
est: 92.59M (-30.5%)
67.11M
est: 110.67M (-39.4%)
137.53M
135.58M – 139.66M
+24.3% YoY
153.11M
151.03M – 155.21M
+11.3% YoY
173.83M
168.50M – 179.97M
+13.5% YoY
190.28M
184.45M – 197.00M
+9.5% YoY
177.32M
171.88M – 183.58M
-6.8% YoY
EBIT
37.28M
est: 38.95M (-4.3%)
18.58M
est: 47.02M (-60.5%)
170.54M
est: 70.81M (+140.8%)
79.04M
est: 93.03M (-15.0%)
51.69M
est: 80.71M (-36.0%)
58.51M
est: 96.47M (-39.3%)
119.89M
118.19M – 121.74M
+24.3% YoY
133.46M
131.65M – 135.30M
+11.3% YoY
151.53M
146.89M – 156.88M
+13.5% YoY
165.87M
160.79M – 171.73M
+9.5% YoY
154.57M
149.83M – 160.03M
-6.8% YoY
Net Income
33.77M
est: 63.89M (-47.1%)
2.35M
est: 41.12M (-94.3%)
127.61M
est: 51.79M (+146.4%)
39.97M
est: 23.33M (+71.3%)
24.13M
est: 58.57M (-58.8%)
33.57M
est: 64.77M (-48.2%)
68.04M
59.75M – 76.34M
+5.1% YoY
70.60M
69.71M – 102.98M
+3.8% YoY
96.35M
92.00M – 127.67M
+36.5% YoY
126.28M
121.25M – 132.08M
+31.1% YoY
110.01M
105.62M – 115.06M
-12.9% YoY
SGA
21.01M
est: 29.40M (-28.5%)
37.89M
est: 35.49M (+6.8%)
55.91M
est: 53.45M (+4.6%)
80.72M
est: 84.89M (-4.9%)
82.25M
est: 73.65M (+11.7%)
101.52M
est: 88.03M (+15.3%)
109.40M
107.84M – 111.09M
+24.3% YoY
121.78M
120.13M – 123.46M
+11.3% YoY
138.27M
134.03M – 143.15M
+13.5% YoY
151.36M
146.72M – 156.70M
+9.5% YoY
141.04M
136.72M – 146.02M
-6.8% YoY
EPS
0.21
est: 0.38 (-44.5%)
0.02
est: 0.24 (-91.4%)
1.11
est: 0.31 (+256.0%)
0.24
est: 0.14 (+75.0%)
0.14
est: 0.36 (-60.9%)
0.20
est: 0.39 (-48.7%)
0.40
0.35 – 0.45
+3.7% YoY
0.51
0.41 – 0.61
+25.7% YoY
0.64
0.55 – 0.76
+25.6% YoY
0.75
0.72 – 0.78
+17.6% YoY
0.65
0.63 – 0.68
-12.9% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-16 JP Morgan Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-05 B 3/5 3/5 3/5 4/5 2/5 1/5 3/5
2026-05-04 B 3/5 3/5 3/5 4/5 3/5 1/5 2/5
2026-05-01 B- 3/5 3/5 3/5 4/5 2/5 1/5 2/5
2026-04-30 B- 3/5 3/5 3/5 4/5 2/5 1/5 2/5
2026-04-29 B- 3/5 3/5 3/5 4/5 2/5 1/5 2/5
2026-04-28 B- 3/5 3/5 3/5 4/5 2/5 1/5 2/5
2026-04-27 B- 3/5 3/5 3/5 4/5 2/5 1/5 2/5
2026-04-24 B 3/5 4/5 3/5 5/5 2/5 1/5 2/5
2026-04-23 B 3/5 4/5 3/5 5/5 1/5 1/5 2/5
2026-04-22 B 3/5 4/5 3/5 5/5 1/5 1/5 2/5
2026-04-21 B 3/5 4/5 3/5 5/5 1/5 1/5 2/5
2026-04-20 B 3/5 4/5 3/5 5/5 1/5 1/5 2/5
2026-04-17 B 3/5 4/5 3/5 5/5 1/5 1/5 2/5
2026-04-16 B 3/5 4/5 3/5 5/5 1/5 1/5 2/5
2026-04-15 B 3/5 4/5 3/5 5/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-63.66M
OE per share TTM
-0.38
Owner's Yield
-4.67%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
9.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
52
Total invested
64.36M
Insider transactions (90d)
7
Beneficial owners (>5%)
23
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Partners Limited 68.06M 5.00% 68.06M 4.98M HC 2021-02-05
2 Solon Holdco I, GP 58.08M 34.90% 58.08M PN 2021-07-21
3 Solon Holdco II, GP 58.08M 34.90% 58.08M PN 2021-07-21
4 Solon Holdco III, LLC 58.08M 34.90% 58.08M OO 2021-07-21
5 Dean Solon 58.08M 5.00% 58.08M IN 2021-07-21
6 (1) BlackRock, Inc. 19.88M 19.10% 19.57M 19.88M HC Delaware 2022-01-27
7 Wellington Group Holdings LLP 12.91M 7.59% 10.84M HC Delaware 2024-02-08
8 Wellington Investment Advisors Holdings LLP 12.91M 7.59% 10.84M HC Delaware 2024-02-08
9 Wellington Management Group LLP 12.91M 7.59% 10.84M HC Massachusetts 2024-02-08
10 Wellington Management Company LLP 12.26M 7.21% 10.80M IA Delaware 2024-02-08
11 Abigail P. Johnson 11.35M 12.27% 11.35M IN United States of America 2021-02-10
12 FMR LLC 11.35M 12.27% 2.03M 11.35M HC 2021-02-10
13 The Vanguard Group - 23-1945930 9.20M 8.84% IA Pennsylvania For 2022-02-10
14 Joho Partners, LP 9.12M 5.35% 8.63M OO United States 2024-05-17
15 Mujo Partners, LP 9.12M 5.35% 495.3K OO United States 2024-05-17
16 Steven A. Cohen 9.03M 5.40% 9.03M IN Delaware 2024-10-21
17 ClearBridge Investments, LLC 8.98M 5.30% 4.00 4.00 4.00 4.00 IA, OO Delaware 2024-02-09
18 Point72 Asset Management, L.P. 8.42M 5.10% 8.42M PN Delaware 2024-10-21
19 Point72 Capital Advisors, Inc. 8.42M 5.10% 8.42M CO Delaware 2024-10-21
20 98-0557567 7.01M 6.70% 6.87M 7.01M IA, HC Bermuda 2022-02-14
21 52-0556948 3.42M 3.00% 1.50M 3.42M IA Maryland 2022-08-10
22 Point72 Europe (London) LLP 607.4K 0.40% 607.4K OO Delaware 2024-10-21
23 95-1411037 13.00 8.50% 8.89M 8.89M IA Delaware 2022-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
52
-233 vs prev Q
New positions
9
Closed positions
227
Increased
24
Reduced
16
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 MACQUARIE MANAGEMENT HOLDINGS, INC. 216.0K +216.0K (+100.0%) 1.84B +1.8B (+100.0%) 0.13% +0.127 pp 0.00% +0.003 pp USD8.50 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 22.62M -5.1M (-18.3%) 192.29M -13.0M (-6.3%) 13.33% -3.231 pp 0.00% 0.000 pp USD5.60 +51.8% 6 qtrs
3 VANGUARD GROUP INC 13.59M +404.1K (+3.1%) 115.55M +17.8M (+18.2%) 8.01% +0.126 pp 0.00% +0.000 pp USD24.28 -65.0% 20 qtrs
4 PRICE T ROWE ASSOCIATES INC /MD/ 12.75M +7.7M (+151.6%) 108.41M +70.9M (+188.7%) 7.52% +4.486 pp 0.01% +0.008 pp USD8.25 +3.0% 20 qtrs
5 FIRST TRUST ADVISORS LP 6.33M +5.9M (+1,493.0%) 53.82M +50.9M (+1,727.4%) 3.73% +3.494 pp 0.04% +0.037 pp USD8.70 -2.3% 19 qtrs
6 UBS GROUP AG 6.14M +2.9M (+87.6%) 52.19M +27.9M (+115.2%) 3.62% +1.662 pp 0.01% +0.005 pp USD7.75 +9.7% 20 qtrs
7 STATE STREET CORP 6.02M +229.9K (+4.0%) 51.16M +8.3M (+19.3%) 3.55% +0.086 pp 0.00% +0.000 pp USD19.46 -56.3% 20 qtrs
8 INVESCO LTD. 5.88M +323.8K (+5.8%) 49.96M +8.8M (+21.4%) 3.46% +0.144 pp 0.01% +0.001 pp USD19.45 -56.3% 20 qtrs
9 AMUNDI 5.78M +3.7M (+175.2%) 49.08M +33.2M (+210.0%) 3.40% +2.149 pp 0.01% +0.008 pp USD8.58 -0.9% 18 qtrs
10 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 5.09M -699.9K (-12.1%) 43.25M +361.0K (+0.8%) 3.00% -0.462 pp 0.05% -0.062 pp USD4.25 +100.0% 5 qtrs
11 ENCOMPASS CAPITAL ADVISORS LLC 4.82M -7.0M (-59.3%) 41.00M -46.9M (-53.4%) 2.84% -4.250 pp 1.67% -1.421 pp USD4.25 +100.0% 20 qtrs
12 PICTET ASSET MANAGEMENT HOLDING SA 4.73M -510.5K (-9.7%) 40.23M +1.4M (+3.5%) 2.79% -0.345 pp 0.04% +0.002 pp USD11.54 -26.3% 10 qtrs
13 CASTLE HOOK PARTNERS LP 4.72M +4.7M (+100.0%) 40.10M +40.1M (+100.0%) 2.78% +2.780 pp 0.17% +0.167 pp USD8.50 +0.0% 1 qtrs NEW
14 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 4.40M -366.0K (-7.7%) 37.36M +2.1M (+5.9%) 2.59% -0.256 pp 0.02% +0.002 pp USD3.85 +120.8% 4 qtrs
15 GEODE CAPITAL MANAGEMENT, LLC 4.23M +33.4K (+0.8%) 35.94M +4.9M (+15.6%) 2.49% -0.016 pp 0.00% +0.000 pp USD22.82 -62.8% 20 qtrs
16 ERSTE ASSET MANAGEMENT GMBH 3.76M -760.7K (-16.8%) 33.59M -278.3K (-0.8%) 2.21% -0.487 pp 0.28% -0.045 pp USD13.79 -38.4% 19 qtrs
17 CITADEL ADVISORS LLC 3.76M -455.6K (-10.8%) 31.95M +721.6K (+2.3%) 2.22% -0.304 pp 0.00% +0.000 pp USD6.63 +28.2% 20 qtrs
18 DIMENSIONAL FUND ADVISORS LP 3.25M +721.4K (+28.5%) 27.64M +8.9M (+47.4%) 1.92% +0.404 pp 0.01% +0.002 pp USD9.05 -6.1% 14 qtrs
19 AMERICAN CENTURY COMPANIES INC 2.55M -697.9K (-21.5%) 21.65M -2.4M (-10.0%) 1.50% -0.439 pp 0.01% -0.001 pp USD4.59 +85.2% 8 qtrs
20 SCHRODER INVESTMENT MANAGEMENT GROUP 2.53M -880.1K (-25.8%) 21.49M -3.8M (-14.9%) 1.49% -0.548 pp 0.02% -0.003 pp USD5.68 +49.6% 3 qtrs
21 REDWOOD GROVE CAPITAL, LLC 2.53M -360.0K (-12.5%) 21.47M +86.2K (+0.4%) 1.49% -0.237 pp 6.12% +0.001 pp USD6.21 +36.9% 8 qtrs
22 AMERIPRISE FINANCIAL INC 2.32M +24.2K (+1.1%) 19.74M +2.7M (+15.9%) 1.37% -0.005 pp 0.00% +0.001 pp USD5.38 +58.0% 20 qtrs
23 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2.15M +1.3M (+156.5%) 18.30M +12.1M (+194.2%) 1.27% +0.767 pp 0.01% +0.007 pp USD8.08 +5.2% 2 qtrs
24 VOYA INVESTMENT MANAGEMENT LLC 2.00M +1.0M (+108.0%) 17.04M +9.9M (+138.6%) 1.18% +0.605 pp 0.02% +0.010 pp USD8.31 +2.3% 20 qtrs
25 GOLDMAN SACHS GROUP INC 1.98M -333.0K (-14.4%) 16.87M -304.8K (-1.8%) 1.17% -0.216 pp 0.00% +0.000 pp USD8.68 -2.1% 20 qtrs
26 NORTHERN TRUST CORP 1.83M -148.8K (-7.5%) 15.57M +894.1K (+6.1%) 1.08% -0.105 pp 0.00% +0.000 pp USD19.46 -56.3% 20 qtrs
27 HANDELSBANKEN FONDER AB 1.75M -1.1M (-38.5%) 14.89M -6.2M (-29.5%) 1.03% -0.672 pp 0.05% -0.022 pp USD8.44 +0.7% 17 qtrs
28 MORGAN STANLEY 1.63M -174.3K (-9.6%) 13.88M +488.0K (+3.6%) 0.96% -0.118 pp 0.00% +0.000 pp USD7.91 +7.5% 20 qtrs
29 FRANKLIN RESOURCES INC 1.62M -164.5K (-9.2%) 13.81M +552.1K (+4.2%) 0.96% -0.112 pp 0.00% +0.000 pp USD12.54 -32.2% 20 qtrs
30 YAUPON CAPITAL MANAGEMENT LP 1.56M -1.7M (-51.6%) 13.25M -10.6M (-44.5%) 0.92% -1.006 pp 0.48% -0.434 pp USD6.58 +29.2% 3 qtrs
31 TELEMARK ASSET MANAGEMENT, LLC 1.50M +500.0K (+50.0%) 12.75M +5.3M (+72.1%) 0.88% +0.286 pp 1.27% +0.570 pp USD6.72 +26.5% 3 qtrs
32 DRIEHAUS CAPITAL MANAGEMENT LLC 1.40M +1.4M (+100.0%) 11.91M +11.9M (+100.0%) 0.83% +0.826 pp 0.08% +0.081 pp USD8.50 +0.0% 1 qtrs NEW
33 NUVEEN, LLC 1.39M +800.0K (+135.1%) 11.83M +7.4M (+169.6%) 0.82% +0.466 pp 0.00% +0.002 pp USD6.30 +34.9% 4 qtrs
34 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.39M -10.0K (-0.7%) 11.81M +1.4M (+13.9%) 0.82% -0.018 pp 0.00% +0.000 pp USD22.36 -62.0% 20 qtrs
35 ROYCE & ASSOCIATES LP 1.35M -16.3K (-1.2%) 11.51M +1.4M (+13.3%) 0.80% -0.021 pp 0.12% +0.016 pp USD4.00 +112.5% 5 qtrs
36 RAYMOND JAMES FINANCIAL INC 1.32M +1.3M (+100.0%) 11.33M +11.3M (+100.0%) 0.78% +0.780 pp 0.00% +0.004 pp USD8.50 +0.0% 3 qtrs
37 JUPITER ASSET MANAGEMENT LTD 1.16M +1.2M (+100.0%) 9.82M +9.8M (+100.0%) 0.68% +0.681 pp 0.08% +0.079 pp USD8.50 +0.0% 1 qtrs NEW
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.15M +68.3K (+6.3%) 9.77M +1.8M (+22.0%) 0.68% +0.031 pp 0.00% +0.000 pp USD7.92 +7.3% 20 qtrs
39 VERITION FUND MANAGEMENT LLC 1.12M +913.9K (+434.7%) 9.56M +8.0M (+513.3%) 0.66% +0.537 pp 0.04% +0.031 pp USD7.87 +8.0% 11 qtrs
40 NISHKAMA CAPITAL, LLC 1.09M +1.1M (+100.0%) 9.24M +9.2M (+100.0%) 0.64% +0.640 pp 0.37% +0.370 pp USD8.50 +0.0% 1 qtrs NEW
41 SWEDBANK AB 1.02M +227.1K (+28.5%) 8.71M +2.8M (+47.4%) 0.60% +0.127 pp 0.01% +0.002 pp USD11.14 -23.7% 16 qtrs
42 BARCLAYS PLC 1.01M +716.2K (+245.9%) 8.56M +6.9M (+424.1%) 0.59% +0.420 pp 0.00% +0.002 pp USD7.43 +14.4% 16 qtrs
43 CENTERBOOK PARTNERS LP 999.4K +999.4K (+100.0%) 8.49M +8.5M (+100.0%) 0.59% +0.589 pp 0.42% +0.415 pp USD8.50 +0.0% 4 qtrs
44 FMR LLC 939.3K +927.2K (+7,668.3%) 7.98M +7.9M (+8,811.1%) 0.55% +0.546 pp 0.00% +0.000 pp USD8.46 +0.5% 20 qtrs
45 CREDIT AGRICOLE S A 879.8K +879.8K (+100.0%) 7.48M +7.5M (+100.0%) 0.52% +0.519 pp 0.02% +0.017 pp USD8.50 +0.0% 1 qtrs NEW
46 BANK OF AMERICA CORP /DE/ 875.0K -61.2K (-6.5%) 7.44M +500.6K (+7.2%) 0.52% -0.044 pp 0.00% +0.000 pp USD7.25 +17.2% 20 qtrs
47 CENTIVA CAPITAL, LP 829.8K +829.8K (+100.0%) 7.05M +7.1M (+100.0%) 0.49% +0.489 pp 0.06% +0.057 pp USD8.50 +0.0% 10 qtrs
48 HEL VED CAPITAL MANAGEMENT LTD 807.1K +807.1K (+100.0%) 6.86M +6.9M (+100.0%) 0.48% +0.476 pp 1.84% +1.844 pp USD8.50 +0.0% 1 qtrs NEW
49 PEREGRINE CAPITAL MANAGEMENT LLC 778.9K +778.9K (+100.0%) 6.62M +6.6M (+100.0%) 0.46% +0.459 pp 0.20% +0.203 pp USD8.50 +0.0% 1 qtrs NEW
50 AQR CAPITAL MANAGEMENT LLC 736.1K +33.2K (+4.7%) 6.26M +1.0M (+20.1%) 0.43% +0.014 pp 0.00% 0.000 pp USD4.77 +78.2% 13 qtrs
51 SG AMERICAS SECURITIES, LLC 732.6K +637.4K (+668.9%) 6.23M +5.5M (+782.2%) 0.43% +0.375 pp 0.01% +0.006 pp USD8.26 +2.9% 20 qtrs
52 RAIFFEISEN BANK INTERNATIONAL AG 600.0K +— (+0.0%) 5.14M +642.0K (+14.3%) 0.35% -0.005 pp 0.07% +0.007 pp USD4.89 +73.8% 5 qtrs
53 BANK OF NEW YORK MELLON CORP 561.1K -54.4K (-8.8%) 4.77M +208.4K (+4.6%) 0.33% -0.037 pp 0.00% +0.000 pp USD22.88 -62.8% 20 qtrs
54 DNB ASSET MANAGEMENT AS 524.3K -63.3K (-10.8%) 4.46M +102.1K (+2.3%) 0.31% -0.042 pp 0.02% -0.001 pp USD5.85 +45.3% 6 qtrs
55 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 508.6K +251.2K (+97.6%) 4.32M +2.4M (+126.6%) 0.30% +0.146 pp 0.01% +0.005 pp USD7.13 +19.2% 3 qtrs
56 CORECOMMODITY MANAGEMENT, LLC 477.3K -181.8K (-27.6%) 4.06M -826.9K (-16.9%) 0.28% -0.113 pp 0.85% -0.035 pp USD4.31 +97.2% 11 qtrs
57 WALLEYE CAPITAL LLC 432.6K +398.5K (+1,165.2%) 3.68M +3.4M (+1,351.3%) 0.25% +0.235 pp 0.01% +0.010 pp USD8.23 +3.3% 10 qtrs
58 PEAK6 LLC 430.1K +85.5K (+24.8%) 3.66M +1.1M (+43.2%) 0.25% +0.048 pp 0.01% +0.003 pp USD5.09 +67.0% 3 qtrs
59 PIER CAPITAL, LLC 426.3K +426.3K (+100.0%) 3.62M +3.6M (+100.0%) 0.25% +0.251 pp 0.58% +0.579 pp USD8.50 +0.0% 1 qtrs NEW
60 NORGES BANK 414.8K +414.8K (+100.0%) 3.53M +3.5M (+100.0%) 0.24% +0.244 pp 0.00% +0.000 pp USD8.50 +0.0% 1 qtrs NEW
61 ASSENAGON ASSET MANAGEMENT S.A. 414.5K +247.7K (+148.5%) 3.52M +2.3M (+185.0%) 0.24% +0.145 pp 0.00% +0.003 pp USD7.84 +8.4% 13 qtrs
62 JANE STREET GROUP, LLC 394.2K -123.2K (-23.8%) 3.35M -483.2K (-12.6%) 0.23% -0.077 pp 0.00% 0.000 pp USD7.41 +14.7% 6 qtrs
63 PRINCIPAL FINANCIAL GROUP INC 392.2K +134.5K (+52.2%) 3.33M +1.4M (+74.6%) 0.23% +0.077 pp 0.00% +0.001 pp USD6.12 +38.9% 20 qtrs
64 JPMORGAN CHASE & CO 384.7K +245.3K (+175.8%) 3.27M +2.2M (+216.4%) 0.23% +0.143 pp 0.00% +0.000 pp USD12.20 -30.3% 20 qtrs
65 TUDOR INVESTMENT CORP ET AL 380.2K -645.6K (-62.9%) 3.23M -4.4M (-57.5%) 0.22% -0.389 pp 0.01% -0.007 pp USD5.69 +49.4% 7 qtrs
66 TWO SIGMA INVESTMENTS, LP 373.8K +7.9K (+2.2%) 3.18M +466.1K (+17.2%) 0.22% +0.002 pp 0.00% +0.000 pp USD4.95 +71.7% 7 qtrs
67 GRANAHAN INVESTMENT MANAGEMENT, LLC 363.5K +349.4K (+2,481.9%) 3.09M +3.0M (+2,861.7%) 0.21% +0.206 pp 0.13% +0.128 pp USD8.46 +0.5% 2 qtrs
68 SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) 341.3K +341.3K (+100.0%) 2.90M +2.9M (+100.0%) 0.20% +0.201 pp 0.01% +0.012 pp USD8.50 +0.0% 1 qtrs NEW
69 UBS ASSET MANAGEMENT AMERICAS INC 341.0K -14.9K (-4.2%) 2.90M +261.4K (+9.9%) 0.20% -0.012 pp 0.00% +0.000 pp USD15.88 -46.5% 19 qtrs
70 SWISS NATIONAL BANK 330.0K +7.0K (+2.2%) 2.81M +411.6K (+17.2%) 0.19% +0.001 pp 0.00% +0.000 pp USD29.12 -70.8% 19 qtrs
71 ELECTRON CAPITAL PARTNERS, LLC 301.2K -16.5K (-5.2%) 2.56M +206.2K (+8.8%) 0.18% -0.012 pp 0.12% +0.012 pp USD4.75 +78.9% 10 qtrs
72 JEFFERIES FINANCIAL GROUP INC. 300.0K +300.0K (+100.0%) 2.55M +2.6M (+100.0%) 0.18% +0.177 pp 0.01% +0.013 pp USD8.50 +0.0% 1 qtrs NEW
73 PALO DURO INVESTMENT PARTNERS, LP 294.1K -272.4K (-48.1%) 2.50M -1.7M (-40.4%) 0.17% -0.165 pp 0.75% -0.582 pp USD7.41 +14.7% 2 qtrs
74 BAIRD FINANCIAL GROUP, INC. 288.8K +288.8K (+100.0%) 2.46M +2.5M (+100.0%) 0.17% +0.170 pp 0.00% +0.004 pp USD8.50 +0.0% 1 qtrs NEW
75 GREAT LAKES ADVISORS, LLC 271.1K +62.5K (+30.0%) 2.30M +758.8K (+49.1%) 0.16% +0.035 pp 0.02% +0.006 pp USD7.66 +11.0% 2 qtrs
76 SEI INVESTMENTS CO 264.9K +239.0K (+923.3%) 2.25M +2.1M (+1,073.3%) 0.16% +0.141 pp 0.00% +0.002 pp USD9.10 -6.6% 20 qtrs
77 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 264.6K -62.5K (-19.1%) 2.25M -175.0K (-7.2%) 0.16% -0.040 pp 0.00% 0.000 pp USD9.54 -10.9% 19 qtrs
78 WELLS FARGO & COMPANY/MN 260.2K +124.0K (+91.0%) 2.21M +1.2M (+119.1%) 0.15% +0.072 pp 0.00% +0.000 pp USD12.33 -31.1% 20 qtrs
79 HUSSMAN STRATEGIC ADVISORS, INC. 252.0K +147.0K (+140.0%) 2.14M +1.4M (+175.3%) 0.15% +0.086 pp 0.52% +0.349 pp USD8.05 +5.6% 2 qtrs
80 D. E. SHAW & CO., INC. 242.0K -483.4K (-66.6%) 2.06M -3.3M (-61.7%) 0.14% -0.291 pp 0.00% -0.002 pp USD5.09 +67.0% 20 qtrs
81 WESTWOOD HOLDINGS GROUP INC 241.5K +241.5K (+100.0%) 2.05M +2.1M (+100.0%) 0.14% +0.142 pp 0.02% +0.017 pp USD8.50 +0.0% 1 qtrs NEW
82 RHUMBLINE ADVISERS 238.5K -24.9K (-9.4%) 2.03M +75.8K (+3.9%) 0.14% -0.017 pp 0.00% +0.000 pp USD21.71 -60.8% 20 qtrs
83 ALPS ADVISORS INC 235.3K -15.4K (-6.1%) 2.00M +142.7K (+7.7%) 0.14% -0.011 pp 0.01% +0.001 pp USD25.60 -66.8% 19 qtrs
84 CAXTON ASSOCIATES LLP 199.3K +9.5K (+5.0%) 1.69M +287.5K (+20.4%) 0.12% +0.004 pp 0.03% 0.000 pp USD7.46 +13.9% 4 qtrs
85 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 196.4K +196.4K (+100.0%) 1.67M +1.7M (+100.0%) 0.12% +0.116 pp 0.00% +0.003 pp USD8.50 +0.0% 1 qtrs NEW
86 WALLEYE TRADING LLC 189.2K +52.0K (+37.9%) 1.61M +591.5K (+58.2%) 0.11% +0.030 pp 0.00% +0.001 pp USD7.30 +16.4% 18 qtrs
87 COOKSON PEIRCE & CO INC 186.0K +30.3K (+19.5%) 1.58M +427.6K (+37.1%) 0.11% +0.017 pp 0.07% +0.018 pp USD7.59 +12.0% 2 qtrs
88 179.2K -250.0 (-0.1%) 1.52M +193.5K (+14.6%) 0.11% -0.002 pp 0.53% +0.138 pp USD7.41 +14.7% 2 qtrs
89 LEGAL & GENERAL GROUP PLC 172.0K -19.1K (-10.0%) 1.46M +46.2K (+3.3%) 0.10% -0.013 pp 0.00% +0.000 pp USD22.64 -62.5% 20 qtrs
90 MARSHALL WACE, LLP 168.2K +168.2K (+100.0%) 1.43M +1.4M (+100.0%) 0.10% +0.099 pp 0.00% +0.001 pp USD8.50 +0.0% 10 qtrs
91 ALLIANCEBERNSTEIN L.P. 166.8K -77.0 (0.0%) 1.42M +181.3K (+14.7%) 0.10% -0.002 pp 0.00% +0.000 pp USD16.40 -48.2% 20 qtrs
92 FEDERATED HERMES, INC. 165.3K +1.8K (+1.1%) 1.40M +193.6K (+16.0%) 0.10% 0.000 pp 0.00% +0.000 pp USD5.90 +44.1% 8 qtrs
93 DEUTSCHE BANK AG\ 165.1K +2.6K (+1.6%) 1.40M +199.3K (+16.6%) 0.10% +0.000 pp 0.00% +0.000 pp USD13.23 -35.8% 20 qtrs
94 ROUND ROCK ADVISORS, LLC 162.2K +106.4K (+190.8%) 1.38M +965.4K (+233.6%) 0.10% +0.062 pp 0.21% +0.142 pp USD8.13 +4.6% 2 qtrs
95 COHEN & STEERS, INC. 161.4K -28.3K (-14.9%) 1.37M -34.0K (-2.4%) 0.10% -0.018 pp 0.00% 0.000 pp USD4.34 +95.9% 4 qtrs
96 INTERVAL PARTNERS, LP 159.7K +159.7K (+100.0%) 1.36M +1.4M (+100.0%) 0.09% +0.094 pp 0.02% +0.024 pp USD8.50 +0.0% 1 qtrs NEW
97 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 153.4K +14.7K (+10.6%) 1.30M +276.1K (+26.9%) 0.09% +0.008 pp 0.00% +0.000 pp USD6.32 +34.5% 7 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
7
Sells
0
Shares acquired
171.3K
Shares disposed
Cash buys
Cash sales
Net activity
+171,291
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
2026-04-30 Volpe Toni Director A-Award A Class A Common Stock 22,671 0.00 122,452 D
2026-04-30 Sundberg Lori S Director A-Award A Class A Common Stock 22,671 0.00 122,452 D
2026-04-30 Ramdev Niharika Director A-Award A Class A Common Stock 22,671 0.00 96,011 D
2026-04-30 MILLS JEANNETTE M Director A-Award A Class A Common Stock 22,671 0.00 104,096 D
2026-04-30 JULIAN ROBERT K. Director A-Award A Class A Common Stock 22,671 0.00 104,096 D
2026-04-30 Forth John Bradford Director A-Award A Class A Common Stock 35,265 0.00 599,255 D
2026-04-30 Daul Ty P. Director A-Award A Class A Common Stock 22,671 0.00 127,952 D
2026-04-01 Moen Kirsten Officer Class A Common Stock 0 0.00 98,441 D
2026-04-01 Hart James Ryan Officer Class A Common Stock 0 0.00 108,652 D
2026-03-04 TOLNAR JEFFERY Officer F-InKind D Class A Common Stock 23,206 6.14 142.5K 282,430 D
2026-03-04 MOSS BRANDON Director / Officer F-InKind D Class A Common Stock 92,738 6.14 569.4K 1,155,001 D
2026-03-04 Bardos Dominic Officer F-InKind D Class A Common Stock 27,114 6.14 166.5K 449,428 D
2026-02-17 Van Bibber David Sean Officer A-Award A Class A Common Stock 10,515 0.00 10,515 D
2026-02-17 TOLNAR JEFFERY Officer A-Award A Class A Common Stock 56,075 0.00 305,636 D
2026-02-17 MOSS BRANDON Director / Officer A-Award A Class A Common Stock 205,608 0.00 1,247,739 D
2026-02-17 King Bobbie Lee Jr Officer A-Award A Class A Common Stock 28,038 0.00 121,672 D
2026-02-17 Bardos Dominic Officer A-Award A Class A Common Stock 64,253 0.00 476,542 D
2025-12-05 TOLNAR JEFFERY Officer S-Sale D Class A Common Stock 2,450 7.85 19.2K 249,561 D
2025-12-05 Bardos Dominic Officer S-Sale D Class A Common Stock 4,170 7.83 32.7K 412,289 D
2025-11-10 Van Bibber David Sean Officer 0 0.00 0
2025-10-17 Bardos Dominic Officer F-InKind D Class A Common Stock 1,758 9.95 17.5K 416,459 D
2025-07-17 MOSS BRANDON Director / Officer F-InKind D Class A Common Stock 9,172 5.70 52.3K 1,042,131 D
2025-06-16 King Bobbie Lee Jr Officer A-Award A Class A Common Stock 93,634 0.00 93,634 D
2025-05-01 Volpe Toni Director A-Award A Class A Common Stock 47,746 0.00 99,781 D
2025-05-01 Sundberg Lori S Director A-Award A Class A Common Stock 47,746 0.00 99,781 D
2025-05-01 Ramdev Niharika Director A-Award A Class A Common Stock 47,746 0.00 73,340 D
2025-05-01 MILLS JEANNETTE M Director A-Award A Class A Common Stock 47,746 0.00 81,425 D
2025-05-01 JULIAN ROBERT K. Director A-Award A Class A Common Stock 47,746 0.00 81,425 D
2025-05-01 Forth John Bradford Director A-Award A Class A Common Stock 74,271 0.00 563,990 D
2025-05-01 Daul Ty P. Director A-Award A Class A Common Stock 47,746 0.00 105,281 D
2025-03-31 TOLNAR JEFFERY Officer F-InKind D Class A Common Stock 1,415 3.32 4.7K 252,011 D
2025-03-12 Bardos Dominic Officer P-Purchase A Class A Common Stock 35,000 2.80 98.0K 418,217 D
2025-03-10 TOLNAR JEFFERY Officer S-Sale D Class A Common Stock 2,700 2.88 7.8K 253,426 D
2025-03-10 Lund Inez Officer S-Sale D Class A Common Stock 1,900 2.92 5.5K 61,134 D
2025-03-05 TOLNAR JEFFERY Officer S-Sale D Class A Common Stock 5,800 3.07 17.8K 256,126 D
2025-03-05 MOSS BRANDON Director / Officer S-Sale D Class A Common Stock 21,700 3.07 66.6K 1,051,303 D
2025-03-05 Lund Inez Officer S-Sale D Class A Common Stock 1,025 3.11 3.2K 63,034 D
2025-03-05 Bardos Dominic Officer S-Sale D Class A Common Stock 7,450 3.09 23.0K 383,217 D
2025-02-20 TOLNAR JEFFERY Officer A-Award A Class A Common Stock 130,719 0.00 261,926 D
2025-02-20 MOSS BRANDON Director / Officer A-Award A Class A Common Stock 479,303 0.00 1,073,003 D
2025-02-20 Lund Inez Officer A-Award A Class A Common Stock 27,234 0.00 64,059 D
2025-02-20 Bardos Dominic Officer A-Award A Class A Common Stock 149,783 0.00 390,667 D
2025-02-18 TOLNAR JEFFERY Officer F-InKind D Class A Common Stock 5,450 4.08 22.2K 131,207 D
2025-02-18 Bardos Dominic Officer A-Award A Class A Common Stock 8,628 0.00 244,737 D
2024-12-05 TOLNAR JEFFERY Officer S-Sale D Class A Common Stock 1,310 4.65 6.1K 124,451 D
2024-12-05 Lund Inez Officer S-Sale D Class A Common Stock 850 4.72 4.0K 36,825 D
2024-12-05 Bardos Dominic Officer S-Sale D Class A Common Stock 4,300 4.69 20.2K 236,109 D
2024-11-22 Bardos Dominic Officer P-Purchase A Class A Common Stock 15,000 4.71 70.7K 240,409 D
2024-11-21 MOSS BRANDON Director / Officer P-Purchase A Class A Common Stock 22,300 4.55 101.5K 593,700 D
2024-10-17 Bardos Dominic Officer F-InKind D Class A Common Stock 1,758 4.94 8.7K 225,409 D
2024-09-16 TOLNAR JEFFERY Officer S-Sale D Class A Common Stock 2,110 6.34 13.4K 125,761
2024-09-16 Lund Inez Officer S-Sale D Class A Common Stock 350 6.33 2.2K 37,675
2024-08-09 Ramdev Niharika Director A-Award A Class A Common Stock 25,594 0.00 25,594
2024-08-01 MOSS BRANDON Director / Officer A-Award A Class A Common Stock 353,130 0.00 571,400
2024-07-17 MOSS BRANDON Director / Officer F-InKind D Class A Common Stock 27,639 6.81 188.2K 218,270
2024-07-16 Bardos Dominic Officer F-InKind D Class A Common Stock 5,800 7.06 40.9K 227,167
2024-07-08 TOLNAR JEFFERY Officer A-Award A Class A Common Stock 32,895 0.00 127,871
2024-07-08 Peetz Mehgan Officer A-Award A Class A Common Stock 32,895 0.00 138,096
2024-07-08 Lund Inez Officer A-Award A Class A Common Stock 16,448 0.00 38,025
2024-07-08 Bardos Dominic Officer A-Award A Class A Common Stock 115,132 0.00 232,967
2024-05-02 WILVER PETER M Director A-Award A Class A Common Stock 20,619 0.00 53,496
2024-05-02 Volpe Toni Director A-Award A Class A Common Stock 20,619 0.00 52,035
2024-05-02 Sundberg Lori S Director A-Award A Class A Common Stock 20,619 0.00 52,035
2024-05-02 MILLS JEANNETTE M Director A-Award A Class A Common Stock 20,619 0.00 33,679
2024-05-02 JULIAN ROBERT K. Director A-Award A Class A Common Stock 20,619 0.00 33,679
2024-05-02 Forth John Bradford Director A-Award A Class A Common Stock 32,074 0.00 489,719
2024-05-02 Daul Ty P. Director A-Award A Class A Common Stock 20,619 0.00 57,535
2024-03-31 TOLNAR JEFFERY Officer F-InKind D Class A Common Stock 1,415 11.18 15.8K 94,976
2024-03-08 TOLNAR JEFFERY Officer S-Sale D Class A Common Stock 2,750 13.04 35.9K 96,391
2024-03-08 Peetz Mehgan Officer S-Sale D Class A Common Stock 3,160 13.04 41.2K 105,201
2024-03-08 Lund Inez Officer S-Sale D Class A Common Stock 1,940 13.05 25.3K 21,577
2024-02-27 TOLNAR JEFFERY Officer A-Award A Class A Common Stock 38,987 0.00 99,141
2024-02-27 Peetz Mehgan Officer A-Award A Class A Common Stock 35,121 0.00 108,361
2024-02-27 MOSS BRANDON Officer A-Award A Class A Common Stock 142,950 0.00 245,909
2024-02-27 Lund Inez Officer D Class A Common Stock 0 0.00 16,856
2024-02-27 Bardos Dominic Officer A-Award A Class A Common Stock 50,910 0.00 117,835
2024-01-29 Peetz Mehgan Officer F-InKind D Class A Common Stock 4,835 13.86 67.0K 73,240
2023-12-05 TOLNAR JEFFERY Officer S-Sale D Class A Common Stock 2,500 14.15 35.4K 60,154
2023-12-05 Peetz Mehgan Officer S-Sale D Class A Common Stock 3,310 14.21 47.0K 78,075
2023-12-05 Bardos Dominic Officer S-Sale D Class A Common Stock 4,200 14.24 59.8K 66,925
2023-10-18 Bardos Dominic Officer F-InKind D Class A Common Stock 1,758 16.07 28.3K 71,125
2023-09-14 TOLNAR JEFFERY Officer S-Sale D Class A Common Stock 1,975 21.66 42.8K 62,654
2023-09-14 Peetz Mehgan Officer S-Sale D Class A Common Stock 1,990 21.58 42.9K 81,385
2023-07-17 MOSS BRANDON Officer A-Award A Class A Common Stock 102,959 0.00 102,959
2023-07-17 Bardos Dominic Officer F-InKind D Class A Common Stock 8,699 25.35 220.5K 72,883
2023-06-16 Peetz Mehgan Officer S-Sale D Class A Common Stock 7,279 24.78 180.4K 83,375
2023-05-04 WILVER PETER M Director A-Award A Class A Common Stock 8,325 0.00 32,877
2023-05-04 Volpe Toni Director A-Award A Class A Common Stock 8,325 0.00 31,416
2023-05-04 Sundberg Lori S Director A-Award A Class A Common Stock 8,325 0.00 31,416
2023-05-04 MILLS JEANNETTE M Director A-Award A Class A Common Stock 8,325 0.00 13,060
2023-05-04 JULIAN ROBERT K. Director A-Award A Class A Common Stock 8,325 0.00 13,060
2023-05-04 Forth John Bradford Director A-Award A Class A Common Stock 23,414 0.00 457,645
2023-05-04 Daul Ty P. Director A-Award A Class A Common Stock 8,325 0.00 36,916
2023-04-03 TOLNAR JEFFERY Officer S-Sale D Class A Common Stock 1,415 22.79 32.2K 64,629
2023-03-15 Whitaker Jason R A-Award A Class A Common Stock 53,144 0.00 500,068
2023-03-15 TOLNAR JEFFERY Officer S-Sale D Class A Common Stock 3,575 21.12 75.5K 66,044
2023-03-14 Whitaker Jason R S-Sale D Class A Common Stock 181,541 21.16 3.84M 634,637
2023-03-14 Peetz Mehgan Officer S-Sale D Class A Common Stock 3,954 21.09 83.4K 90,654
2023-03-10 Whitaker Jason R Director / Officer C-Conversion A Class A Common Stock 816,178 0.00 816,178
2023-03-10 Solon Dean 10% Owner S-Sale D Class A Common Stock 24,501,650 24.25 594.17M 3,675,247
2023-03-07 Solon Dean 10% Owner C-Conversion A Class A Common Stock 28,176,897 0.00 28,176,897
2023-03-03 Whitaker Jason R Director / Officer S-Sale D Class A Common Stock 15,040 25.08 377.2K 446,924
2023-03-02 Whitaker Jason R Director / Officer S-Sale D Class A Common Stock 3,008 24.59 74.0K 461,964
2023-02-13 Whitaker Jason R Director / Officer S-Sale D Class A Common Stock 12,039 25.07 301.8K 464,972
2023-02-10 Whitaker Jason R Director / Officer S-Sale D Class A Common Stock 3,008 23.87 71.8K 480,012
2023-02-02 Whitaker Jason R Director / Officer S-Sale D Class A Common Stock 12,032 28.28 340.3K 483,020
2023-02-01 Whitaker Jason R Director / Officer S-Sale D Class A Common Stock 10,831 27.61 299.0K 496,253
2023-02-01 Peetz Mehgan Officer F-InKind D Class A Common Stock 4,533 27.70 125.6K 94,608
2023-01-25 Whitaker Jason R Officer S-Sale D Class A Common Stock 5,532 27.43 151.7K 513,584
2023-01-24 Whitaker Jason R Officer S-Sale D Class A Common Stock 12,032 28.66 344.8K 519,116
2023-01-18 Whitaker Jason R Officer S-Sale D Class A Common Stock 12,032 28.81 346.6K 531,148
2023-01-18 TOLNAR JEFFERY Officer A-Award A Class A Common Stock 18,169 0.00 69,619
2023-01-18 Peetz Mehgan Officer A-Award A Class A Common Stock 24,746 0.00 99,141
2023-01-18 Bardos Dominic Officer A-Award A Class A Common Stock 31,341 0.00 81,582
2023-01-17 Whitaker Jason R Officer S-Sale D Class A Common Stock 12,054 28.58 344.6K 543,180
2022-12-19 TOLNAR JEFFERY Officer D Class A Common Stock 0 0.00 51,450
2022-12-14 Whitaker Jason R Officer S-Sale D Class A Common Stock 8,333 26.50 220.9K 555,234
2022-12-13 Whitaker Jason R Officer S-Sale D Class A Common Stock 13,020 25.37 330.4K 563,567
2022-12-06 Solon Dean Director S-Sale D Class A Common Stock 564,668 21.47 12.12M 62,500
2022-12-02 Solon Dean Director C-Conversion D Common Units 3,900,000 0.00 28,176,897
2022-12-01 Solon Dean Director C-Conversion A Class A Common Stock 17,495,332 0.00 23,435,332
2022-11-18 Whitaker Jason R Officer S-Sale D Class A Common Stock 26,052 31.13 811.0K 576,587
2022-11-17 Whitaker Jason R Officer S-Sale D Class A Common Stock 11,257 27.67 311.4K 657,057
2022-10-17 Bardos Dominic Officer A-Award A Class A Common Stock 50,241 0.00 50,241
2022-09-14 Whitaker Jason R Director / Officer S-Sale D Class A Common Stock 20,514 24.94 511.6K 668,314
2022-09-14 Peetz Mehgan Officer S-Sale D Class A Common Stock 2,034 24.87 50.6K 90,395
2022-09-13 Whitaker Jason R Director / Officer S-Sale D Class A Common Stock 8,333 25.22 210.1K 688,828
2022-08-22 Peetz Mehgan Officer S-Sale D Class A Common Stock 3,703 25.24 93.5K 97,106
2022-08-19 Whitaker Jason R Officer S-Sale D Class A Common Stock 8,333 26.05 217.1K 699,285
2022-08-18 Whitaker Jason R Officer S-Sale D Class A Common Stock 125,003 26.84 3.36M 707,618
2022-08-18 Forth John Bradford Director A-Award A Class A Common Stock 12,127 0.00 434,231
2022-08-15 MILLS JEANNETTE M Director 0 0.00 0
2022-08-15 JULIAN ROBERT K. Director A-Award A Class A Common Stock 4,735 0.00 4,735
2022-06-16 Daul Ty P. Director P-Purchase A Class A Common Stock 5,500 17.60 96.8K 28,591
2022-05-23 Peetz Mehgan Officer S-Sale D Class A Common Stock 4,940 15.17 74.9K 84,809
2022-05-05 WILVER PETER M Director A-Award A Class A Common Stock 12,935 0.00 24,552
2022-05-05 Volpe Toni Director A-Award A Class A Common Stock 12,935 0.00 23,091
2022-05-05 Sundberg Lori S Director A-Award A Class A Common Stock 12,935 0.00 23,091
2022-05-05 Jonna Peter Joseph Director A-Award A Class A Common Stock 12,935 0.00 20,552
2022-05-05 Forth John Bradford Director A-Award A Class A Common Stock 24,253 0.00 422,104
2022-05-05 Daul Ty P. Director A-Award A Class A Common Stock 12,935 0.00 23,091
2022-04-25 Whitaker Jason R Officer A-Award A Class A Common Stock 132,677 0.00 832,621
2022-04-18 Peetz Mehgan Officer 0 0.00 0
2022-03-23 Garton Philip A Officer S-Sale D Class A Common Stock 100,000 22.00 2.20M 27,842
2022-03-14 Whitaker Jason R Director / Officer F-InKind D Class A Common Stock 2,124 17.10 36.3K 697,161
2022-03-14 Peetz Mehgan Officer F-InKind D Class A Common Stock 1,591 17.10 27.2K 92,429
2022-02-24 Whitaker Jason R Director / Officer A-Award A Class A Common Stock 8,117 17.23 139.9K 699,944
2022-02-24 Solon Dean Director / 10% Owner A-Award A Class A Common Stock 5,598 17.23 96.5K 5,598
2022-02-01 White John Joseph JR Officer A-Award A Class A Common Stock 2,333 17.23 40.2K 98,621
2022-02-01 Peetz Mehgan Officer A-Award A Class A Common Stock 6,531 17.23 112.5K 65,836
2022-02-01 Neal Alan D Officer A-Award A Class A Common Stock 4,353 17.23 75.0K 8,026
2022-02-01 Garton Philip A Officer A-Award D Class A Common Stock 5,598 17.23 96.5K 127,842
2022-01-31 Peetz Mehgan Officer F-InKind D Class A Common Stock 3,086 14.43 44.5K 94,020
2022-01-26 Solon Dean Director G-Gift A Class A Common Stock 62,500 0.00 126,438
2021-12-17 White John Joseph JR Officer S-Sale D Class A Common Stock 11,237 25.51 286.7K 129,369
2021-12-17 Garton Philip A Officer S-Sale D Class A Common Stock 32,179 25.62 824.4K 190,065
2021-12-07 White John Joseph JR Officer C-Conversion D Class B Common Stock 132,954 0.00 221,595
2021-12-07 Whitaker Jason R Director / Officer C-Conversion D Common Units 600,000 0.00 816,180
2021-12-07 Solon Dean Director / 10% Owner C-Conversion D Class B Common Stock 6,000,000 0.00 50,072,959
2021-12-07 Garton Philip A Officer C-Conversion A Class A Common Stock 210,000 0.00 222,244
2021-11-08 White John Joseph JR Officer A-Award A Class A Common Stock 7,652 0.00 7,652
2021-11-08 Whitaker Jason R Director / Officer A-Award A Class A Common Stock 91,827 0.00 91,827
2021-11-08 Peetz Mehgan Officer A-Award A Class A Common Stock 15,305 0.00 59,305
2021-11-08 Neal Alan D Officer A-Award A Class A Common Stock 3,673 0.00 3,673
2021-11-08 Garton Philip A Officer A-Award A Class A Common Stock 12,244 0.00 12,244
2021-08-19 WILVER PETER M Director A-Award A Class A Common Stock 2,539 0.00 6,539
2021-08-19 Volpe Toni Director A-Award A Class A Common Stock 1,693 0.00 1,693
2021-08-19 Sundberg Lori S Director A-Award A Class A Common Stock 1,693 0.00 1,693
2021-08-19 Jonna Peter Joseph Director A-Award A Class A Common Stock 2,539 0.00 2,539
2021-08-19 Forth John Bradford Director A-Award A Class A Common Stock 7,617 0.00 382,617
2021-08-19 Daul Ty P. Director A-Award A Class A Common Stock 1,693 0.00 1,693
2021-07-23 Solon Dean Director / 10% Owner D-Return D Class B Common Stock, par value $0.00001 per share 2,007,623 0.00 20.08 56,072,959
2021-07-19 White John Joseph JR Officer D-Return D Common Units 190,910 0.00 0
2021-07-19 Whitaker Jason R Director / Officer D-Return D Common Units 762,556 0.00 0
2021-07-19 Solon Dean Director / 10% Owner D-Return D Common Units 5,000,000 0.00 58,080,582
2021-07-19 Peetz Mehgan Officer S-Sale D Class A Common Stock, par value $0.00001 per share 11,941 27.02 322.6K 44,000
2021-07-19 Oaktree Power Opportunities Fund IV (Delaware) Holdings, L.P. 10% Owner S-Sale D Class A Common Stock, par value $0.00001 per share 4,977,751 0.00 49.78 0
2021-07-19 Lee Jason J. Director 0 0.00 0
2021-07-19 Garton Philip A Officer D-Return D Class B Common Stock, par value $0.00001 per share 457,534 0.00 4.58 0
2021-07-19 Forth John Bradford Director D-Return D Class B Common Stock, par value $0.00001 per share 181,820 0.00 1.82 0
2021-07-19 Cannova Frank R. Director 0 0.00 0
2021-03-22 Volpe Toni Director 0 0.00 0
2021-03-22 Sundberg Lori S Director 0 0.00 0
2021-03-22 Daul Ty P. Director 0 0.00 0
2021-01-29 White John Joseph JR Officer J-Other A Common Units 549,189 0.00 549,189
2021-01-29 Whitaker Jason R Director / Officer J-Other A Common Units 2,150,950 0.00 2,150,950
2021-01-29 WILVER PETER M Director A-Award A Class A Common Stock, par value $0.00001 per share 4,000 0.00 4,000
2021-01-29 Solon Holdco III, LLC 10% Owner I Common Units 68,314,792 0.00 0
2021-01-29 Solon Dean Director / 10% Owner D-Return D Class B Common Stock, par value $0.00001 per share 5,234,210 23.75 124.31M 63,080,582
2021-01-29 Peetz Mehgan Officer F-InKind D Class A Common Stock, par value $0.00001 per share 4,059 33.93 137.7K 55,941
2021-01-29 Oaktree Power Opportunities Fund IV (Delaware) Holdings, L.P. 10% Owner J-Other D Class A Common Stock, par value $0.00001 per share 77,000,000 23.75 1.83B 4,977,751
2021-01-29 Garton Philip A Officer A-Award A Class B Common Stock, par value $0.00001 per share 1,290,570 0.00 12.91 1,290,570
2021-01-29 Forth John Bradford Director A-Award A Class B Common Stock, par value $0.00001 per share 183,063 0.00 1.83 183,063
2021-01-28 Oaktree Power Opportunities Fund IV (Delaware) Holdings, L.P. 10% Owner J-Other D Common Stock, par value $0.01 per share 1,000 0.00 0
2021-01-26 White John Joseph JR Officer 0 0.00 0
2021-01-26 Whitaker Jason R Director / Officer 0 0.00 0
2021-01-26 WILVER PETER M Director 0 0.00 0
2021-01-26 Solon Dean Director 0 0.00 0
2021-01-26 Peetz Mehgan Officer 0 0.00 0
2021-01-26 Oaktree Power Opportunities Fund IV (Delaware) Holdings, L.P. 10% Owner D Common Stock, par value $0.01 per share 0 0.00 1,000

Executive team

Top executives
EBIT / Employee
45.4K
Shares Outstanding
167.77M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Brandon Moss Chief Executive Officer 791.7K 4.40M 699.2K 70.4K 5.96M 73.81%
2 2025 Dominic Bardos Chief Financial Officer 494.8K 1.37M 268.5K 67.6K 2.21M 62.33%
3 2025 Jeffery Tolnar President 440.0K 1.20M 259.4K 17.1K 1.92M 62.61%
4 2025 Bobbie L. King Jr. , Chief Legal Officer & Corporate Secretary 216.7K 800.0K 176.6K 16.7K 1.21M 66.11%
5 2025 Inez Lund Former Chief Accounting Officer 128.4K 250.0K 8.6K 387.0K 64.60%
6 2024 Brandon Moss Chief Executive Officer 752.7K 250.0K 6.60M 453.1K 52.6K 8.11M 81.40%
7 2024 Dominic Bardos Chief Financial Officer 475.0K 2.27M 186.5K 21.8K 2.95M 76.84%
8 2024 Jeffery Tolnar President 434.8K 1.40M 154.4K 16.7K 2.01M 69.79%
9 2024 Jeffery Tolnar President, Former Interim Chief Executive Officer 434.8K 1.40M 154.4K 16.7K 2.01M 69.79%
10 2024 Mehgan Peetz Former Chief Legal Officer, Corporate Secretary 292.0K 1.28M 9.7K 1.58M 80.94%
11 2024 Inez Lund Former Chief Accounting Officer 293.6K 305.0K 76.4K 28.2K 703.2K 43.38%
12 2024 Inez Lund , Chief Accounting Officer 293.6K 305.0K 76.4K 28.2K 703.2K 43.38%
13 2023 Brandon Moss Chief Executive Officer 332.3K 250.0K 4.40M 560.7K 17.0K 5.56M 79.14%
14 2023 Jason Whitaker Former Chief Executive Officer 116.7K 4.36M 4.48M 0.00%
15 2023 Dominic Bardos Chief Financial Officer 452.9K 1.77M 573.2K 13.0K 2.81M 63.03%
16 2023 Jeffery Tolnar President 490.0K 90.0K 1.03M 597.2K 13.2K 2.22M 46.31%
17 2023 Jeffery Tolnar President, Former Interim Chief Executive Officer 490.0K 90.0K 1.03M 597.2K 13.2K 2.22M 46.31%
18 2023 Mehgan Peetz Chief Legal Officer, Corporate Secretary 398.8K 1.40M 394.8K 21.5K 2.21M 63.18%
19 2023 Mehgan Peetz Former Chief Legal Officer, Corporate Secretary 398.8K 1.40M 394.8K 21.5K 2.21M 63.18%
20 2022 Jason Whitaker Former Chief Executive Officer 510.0K 3.60M 571.4K 34.7K 4.71M 76.32%
21 2022 Dominic Bardos Chief Financial Officer 104.9K 137.3K 1.45M 1.69M 85.67%
22 2022 Mehgan Peetz Chief Legal Officer, Corporate Secretary 365.6K 865.8K 244.1K 3.6K 1.48M 58.53%
23 2022 Mehgan Peetz Former Chief Legal Officer, Corporate Secretary 365.6K 865.8K 244.1K 3.6K 1.48M 58.53%
24 2022 Jeffery Tolnar President, Former Interim Chief Executive Officer 286.3K 687.1K 201.8K 11.0K 1.19M 57.92%
25 2022 Jeffery Tolnar Interim Chief Executive Officer, President 286.3K 687.1K 201.8K 11.0K 1.19M 57.92%
26 2022 Dr. Philip Garton Former Chief Financial Officer 117.2K 400.0K 6.4K 523.6K 76.40%
27 2022 Kevin Hubbard Former Interim Chief Financial Officer 493.0K 493.0K 0.00%
28 2021 Jason Whitaker Former Chief Executive Officer 435.0K 149.9K 3.00M 99.9K 3.68M 81.42%
29 2021 Jason Whitaker (Chief Executive Officer) 435.0K 149.9K 3.00M 99.9K 3.68M 81.42%
30 2021 Mehgan Peetz Chief Legal Officer, Corporate Secretary 350.0K 122.5K 2.00M 2.47M 80.89%
31 2021 Mehgan Peetz (Chief Legal Officer, Secretary) 350.0K 122.5K 2.00M 2.47M 80.89%
32 2021 Jeffrey Tolnar (SVP, Electric Vehicle Solutions) 206.9K 100.0K 809.1K 107.1K 1.22M 66.15%
33 2021 Jeffery Tolnar Interim Chief Executive Officer, President 206.9K 100.0K 809.1K 107.1K 1.22M 66.15%
34 2021 Jeffery Tolnar President, Former Interim Chief Executive Officer 206.9K 100.0K 809.1K 107.1K 1.22M 66.15%
35 2020 Jason Whitaker (Chief Executive Officer) 98.8K 249.6K 1.85M 19.9K 2.22M 83.21%
36 2020 Jason Whitaker Former Chief Executive Officer 98.8K 249.6K 1.85M 19.9K 2.22M 83.40%
37 2020 Mehgan Peetz (Chief Legal Officer, Secretary) 200.0K 200.0K 0.00%
38 2020 Mehgan Peetz Chief Legal Officer, Corporate Secretary 200.0K 200.0K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-10 DEFA14A
2026-03-20 DEFA14A
2026-03-20 DEF 14A
2025-03-20 DEFA14A
2025-03-20 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-05-01 8-K
2026-05-01 4
2026-05-01 4
2026-05-01 4
2026-05-01 4
2026-05-01 4
2026-05-01 4
2026-05-01 4

Executive team

NameTitleCompensationGender
Brandon Moss Chief Executive Officer & Director 2M male
Dominic Bardos Chief Financial Officer 830.9K male
Jeffery Tolnar President 716.5K male
Bobbie L. King Jr. Chief Legal Officer & Corporate Secretary 593.3K male
David Sean Van Bibber Chief Accounting Officer 456.9K male
Alex Stucker Senior Vice President of Sales & Business Development male
Matthew Tractenberg Vice President of Finance & Investor Relations male
James Hart Chief People Officer male
Karen Bazela Vice President of Sales female
Kirsten Moen Chief Operations Officer female
Lindsey Williams Vice President of Marketing female
ESG Rating
B
SOLAR
2026
E (Environmental)
65.6 / 67.8
Company / Sector avg.
S (Social)
55.3 / 75.3
Company / Sector avg.
G (Governance)
57.8 / 63.0
Company / Sector avg.
ESG Total
59.5 / 68.7
Company / Sector avg.
ESG Score History SOLAR
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2024-07-19 2024-08-15 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
2024-06-18 2024-07-09 Josh Gottheimer NJ05 Joint Sale (Full) $1,001 - $15,000
2024-04-15 2024-05-15 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
2024-03-14 2024-04-07 Josh Gottheimer NJ05 Joint Sale (Full) $1,001 - $15,000
2024-01-11 2024-02-15 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
2023-12-11 2024-01-07 Josh Gottheimer NJ05 Joint Sale $1,001 - $15,000
2023-10-16 2023-11-11 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
2023-09-15 2023-10-15 Josh Gottheimer NJ05 Joint Sale $1,001 - $15,000
2023-04-10 2023-05-19 Daniel Goldman NY10 Sale $1,001 - $15,000
2022-12-06 2023-01-13 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits