Español 
Deutsch 
Français 
MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
Shoulder Innovations, Inc. (SI)
USD22.74
+1.15 (+5.33%)
US NYSE Healthcare Medical - Specialties
Address
4250 Executive Square, Suite 300 92037
Grand Rapids, CA, US
Grand Rapids, CA, US
CEO
Robert Joseph Ball
Website
shoulderinnovations.com
IPO
2025-07-31
CIK 1699350 ISIN US82537J1088
Description
Shoulder Innovations, Inc. manufactures medical devices. It has developed a shoulder replacement system. The company was founded by Stephen B. Gunther and Michael DeVries in 2009 and is headquartered in Grand Rapids, MI.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary
Loading…
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
USD22.74
+1.15 (+5.33%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
103.3K
Beta
-1.07
Float Shares
18.11M
Free Float %
87.4%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.20% | +4.88% | -8.64% | +3.60% | -7.96% | -5.38% | -10.10% | -10.10% | -10.10% | -10.10% | -10.10% |
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From
To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
Loading histogram data…
Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (3 ratings, all time)
Buy
Price Targets & DCF
Current price
22.74
Low
19.00
-16.4%
Consensus
21.00
-7.7%
Median
21.00
-7.7%
High
23.00
+1.1%
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 3 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
19.00
-16.4%
|
| Last Quarter | 1 |
19.00
-16.4%
|
| Last Year | 6 |
19.50
-14.2%
|
| All Time | 31 |
48.00
+111.1%
|
Quality scores
Altman Z-Score
10.70
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Medical - Specialties: +8.3%+49.6% ★ Q1'26: +64.9% (vs Q1'25)
-
EPS growth Medical - Specialties: +10.1%+99.4% ★ Q1'26: -78.3% (vs Q1'25)
-
FCF margin FCF growth · Medical - Specialties: +51.3%-55.7% Q1'26: -90.3% (vs Q1'25)
-
EBIT margin Medical - Specialties: +12.6%+0.0% Q1'26: +0.0% (vs Q1'25)
-
ROIC Medical - Specialties: +6.6%+0.0% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Medical - Specialties: 0.0%+42,775.9% Q1'26: +2.1% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Specialties: -0.39×-0.57× Q1'26: -0.42× (vs Q1'25)
Valuation Multiples
From
To
Consensus Estimates
| Metric |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 2 EPS Ana. |
Dec 2027 3 Rev. Ana. 2 EPS Ana. |
Dec 2028 4 Rev. Ana. 4 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
62.12M
est.
|
169.04M
est.
|
199.69M
est.
|
19.27M
est: 233.90M (-91.8%)
|
47.32M
est: 45.57M (+3.8%)
|
64.12M
63.86M – 64.54M
+40.7% YoY
|
84.24M
83.91M – 84.79M
+31.4% YoY
|
104.66M
104.66M – 104.67M
+24.2% YoY
|
| EBITDA |
27.33M
est.
|
83.00M
est.
|
130.65M
est.
|
-10.25M
est: 155.90M (-106.6%)
|
-26.30M
est: -22.34M (-17.7%)
|
-31.43M
-31.64M – -31.31M
-40.7% YoY
|
-41.30M
-41.57M – -41.13M
-31.4% YoY
|
-51.31M
-51.31M – -51.30M
-24.2% YoY
|
| EBIT |
-33.22M
est.
|
-90.38M
est.
|
-106.77M
est.
|
-11.89M
est: -125.07M (+90.5%)
|
—
est: -18.79M (+100.0%)
|
-26.44M
-26.62M – -26.34M
-40.7% YoY
|
-34.74M
-34.97M – -34.60M
-31.4% YoY
|
-43.16M
-43.17M – -43.16M
-24.2% YoY
|
| Net Income |
16.02M
est.
|
73.34M
est.
|
86.50M
est.
|
-12.66M
est: 101.69M (-112.4%)
|
-40.36M
est: -18.55B (+99.8%)
|
-13.64B
-13.74B – -13.55B
+26.5% YoY
|
-12.06B
-12.15B – -11.98B
+11.6% YoY
|
-11.18B
-13.69B – -8.67B
+7.3% YoY
|
| SGA |
29.20M
est.
|
68.92M
est.
|
74.88M
est.
|
23.11M
est: 87.83M (-73.7%)
|
54.77M
est: 52.37M (+4.6%)
|
73.69M
73.40M – 74.17M
+40.7% YoY
|
96.82M
96.43M – 97.45M
+31.4% YoY
|
120.29M
120.28M – 120.29M
+24.2% YoY
|
| EPS |
0.62
est.
|
2.25
est.
|
2.25
est.
|
-0.63
est: 2.60 (-124.3%)
|
0.00
est: -2.14 (+99.8%)
|
-1.57
-1.58 – -1.56
+26.5% YoY
|
-1.39
-1.40 – -1.38
+11.6% YoY
|
-1.19
-1.58 – -1.00
+14.2% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-08 | Piper Sandler | Overweight | Overweight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-12 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-11 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-08 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-07 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-06 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-05 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-04 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-01 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-30 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-29 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-28 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-27 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-24 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-22 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-21 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-20 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-17 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-16 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-38.69M
OE per share TTM
-1.46
Owner's Yield
-13.85%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
26.4%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
21
Total invested
18.38M
Insider transactions (90d)
2
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
21
-28 vs prev Q
New positions
10
Closed positions
38
Increased
17
Reduced
0
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 | FMR LLC | 3.85M +— (+0.0%) | 55.04M +6.7M (+13.9%) | 2.83% +0.000 pp | 0.00% +0.000 pp | USD12.55 +13.9% | 2 qtrs — |
| 2 | SECTORAL ASSET MANAGEMENT INC | 492.4K +62.2K (+14.4%) | 7.04M +1.6M (+30.4%) | 0.36% +0.046 pp | 5.64% +2.312 pp | USD12.77 +12.0% | 2 qtrs — |
| 3 | BLACKROCK, INC. | 311.4K +34.0K (+12.3%) | 4.45M +971.3K (+27.9%) | 0.23% +0.025 pp | 0.00% +0.000 pp | USD12.74 +12.2% | 2 qtrs — |
| 4 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 289.9K -92.5K (-24.2%) | 4.14M -653.9K (-13.6%) | 0.21% -0.068 pp | 0.06% -0.006 pp | USD12.55 +13.9% | 2 qtrs — |
| 5 | ALYESKA INVESTMENT GROUP, L.P. | 233.0K -218.6K (-48.4%) | 3.33M -2.3M (-41.2%) | 0.17% -0.161 pp | 0.01% -0.008 pp | USD12.55 +13.9% | 2 qtrs — |
| 6 | SIO CAPITAL MANAGEMENT, LLC | 228.0K -122.0K (-34.9%) | 3.26M -1.1M (-25.8%) | 0.17% -0.090 pp | 0.51% -0.599 pp | USD12.55 +13.9% | 2 qtrs — |
| 7 | VANGUARD GROUP INC | 220.4K +74.2K (+50.7%) | 3.15M +1.3M (+71.7%) | 0.16% +0.055 pp | 0.00% +0.000 pp | USD13.14 +8.8% | 2 qtrs — |
| 8 | ROUBAIX CAPITAL, LLC | 158.8K +158.8K (+100.0%) | 2.27M +2.3M (+100.0%) | 0.12% +0.117 pp | 0.97% +0.968 pp | USD14.30 +0.0% | 1 qtrs NEW |
| 9 | MORGAN STANLEY | 150.8K +36.0K (+31.3%) | 2.16M +715.3K (+49.6%) | 0.11% +0.026 pp | 0.00% +0.000 pp | USD12.97 +10.3% | 2 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 110.3K +16.3K (+17.3%) | 1.58M +397.7K (+33.7%) | 0.08% +0.012 pp | 0.00% +0.000 pp | USD12.81 +11.6% | 2 qtrs — |
| 11 | WALLEYE CAPITAL LLC | 93.4K +21.6K (+30.1%) | 1.34M +434.8K (+48.2%) | 0.07% +0.016 pp | 0.00% +0.001 pp | USD12.95 +10.4% | 2 qtrs — |
| 12 | MILLENNIUM MANAGEMENT LLC | 92.0K +92.0K (+100.0%) | 1.32M +1.3M (+100.0%) | 0.07% +0.068 pp | 0.00% +0.001 pp | USD14.30 +0.0% | 1 qtrs NEW |
| 13 | FEDERATED HERMES, INC. | 87.7K -112.3K (-56.1%) | 1.25M -1.3M (-50.0%) | 0.06% -0.083 pp | 0.00% -0.002 pp | USD12.55 +13.9% | 2 qtrs — |
| 14 | STATE STREET CORP | 58.4K +19.6K (+50.6%) | 835.4K +348.7K (+71.7%) | 0.04% +0.014 pp | 0.00% +0.000 pp | USD13.14 +8.8% | 2 qtrs — |
| 15 | READYSTATE ASSET MANAGEMENT LP | 39.4K -1.3K (-3.2%) | 563.9K +52.5K (+10.3%) | 0.03% -0.001 pp | 0.02% +0.001 pp | USD12.55 +13.9% | 2 qtrs — |
| 16 | NORTHERN TRUST CORP | 35.7K -2.4K (-6.4%) | 510.4K +31.8K (+6.6%) | 0.03% -0.002 pp | 0.00% +0.000 pp | USD12.55 +13.9% | 2 qtrs — |
| 17 | CM MANAGEMENT, LLC | 25.0K +25.0K (+100.0%) | 357.5K +357.5K (+100.0%) | 0.02% +0.018 pp | 0.30% +0.301 pp | USD14.30 +0.0% | 1 qtrs NEW |
| 18 | GSA CAPITAL PARTNERS LLP | 22.8K +22.8K (+100.0%) | 325.0K +325.0K (+100.0%) | 0.02% +0.017 pp | 0.03% +0.028 pp | USD14.30 +0.0% | 1 qtrs NEW |
| 19 | CITADEL ADVISORS LLC | 18.8K -31.2K (-62.4%) | 268.6K -358.9K (-57.2%) | 0.01% -0.023 pp | 0.00% 0.000 pp | USD12.55 +13.9% | 2 qtrs — |
| 20 | BANK OF AMERICA CORP /DE/ | 18.8K -6.9K (-26.8%) | 268.5K -53.6K (-16.6%) | 0.01% -0.005 pp | 0.00% +0.000 pp | USD12.55 +13.9% | 2 qtrs — |
| 21 | JANE STREET GROUP, LLC | 16.4K +16.4K (+100.0%) | 234.0K +234.0K (+100.0%) | 0.01% +0.012 pp | 0.00% +0.000 pp | USD14.30 +0.0% | 1 qtrs NEW |
| 22 | BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | 13.5K +— (+0.0%) | 193.4K +23.7K (+13.9%) | 0.01% +0.000 pp | 0.04% +0.019 pp | USD12.55 +13.9% | 2 qtrs — |
| 23 | RENAISSANCE TECHNOLOGIES LLC | 12.3K +12.3K (+100.0%) | 175.9K +175.9K (+100.0%) | 0.01% +0.009 pp | 0.00% +0.000 pp | USD14.30 +0.0% | 1 qtrs NEW |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11.8K +— (+0.0%) | 168.4K +20.6K (+13.9%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD12.55 +13.9% | 2 qtrs — |
| 25 | BARCLAYS PLC | 7.5K +722.0 (+10.7%) | 106.6K +22.1K (+26.2%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD12.72 +12.4% | 2 qtrs — |
| 26 | CITIGROUP INC | 5.6K +5.4K (+3,478.8%) | 79.8K +77.9K (+3,977.5%) | 0.00% +0.004 pp | 0.00% +0.000 pp | USD14.25 +0.4% | 2 qtrs — |
| 27 | WELLS FARGO & COMPANY/MN | 5.3K +2.1K (+66.3%) | 75.1K +35.5K (+89.5%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD13.25 +7.9% | 2 qtrs — |
| 28 | DEUTSCHE BANK AG\ | 4.1K -3.6K (-46.6%) | 59.1K -38.0K (-39.1%) | 0.00% -0.003 pp | 0.00% +0.000 pp | USD12.55 +13.9% | 2 qtrs — |
| 29 | RHUMBLINE ADVISERS | 3.1K -1.2K (-26.9%) | 44.8K -9.0K (-16.8%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD12.55 +13.9% | 2 qtrs — |
| 30 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.3K +88.0 (+4.0%) | 32.9K +5.1K (+18.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD12.62 +13.3% | 2 qtrs — |
| 31 | JPMORGAN CHASE & CO | 1.9K -2.0 (-0.1%) | 27.4K +3.3K (+13.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD12.55 +13.9% | 2 qtrs — |
| 32 | NEW YORK STATE COMMON RETIREMENT FUND | 1.8K +— (+0.0%) | 25.7K +3.2K (+13.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD12.55 +13.9% | 2 qtrs — |
| 33 | UBS GROUP AG | 1.6K -15.5K (-90.8%) | 22.4K -191.3K (-89.5%) | 0.00% -0.011 pp | 0.00% +0.000 pp | USD12.55 +13.9% | 2 qtrs — |
| 34 | ADVISOR GROUP HOLDINGS, INC. | 1.5K +1.5K (+100.0%) | 21.1K +21.1K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD14.30 +0.0% | 1 qtrs NEW |
| 35 | BNP PARIBAS ARBITRAGE, SNC | 1.0K -652.0 (-38.4%) | 15.0K -6.3K (-29.8%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD12.55 +13.9% | 2 qtrs — |
| 36 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 1.0K +— (+0.0%) | 14.3K +1.8K (+13.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD12.55 +13.9% | 2 qtrs — |
| 37 | ROYAL BANK OF CANADA | 754.00 -316.0 (-29.5%) | 11.0K -2.0K (-15.4%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD12.55 +13.9% | 2 qtrs — |
| 38 | TOWER RESEARCH CAPITAL LLC (TRC) | 702.00 -2.1K (-74.5%) | 10.0K -24.5K (-71.0%) | 0.00% -0.002 pp | 0.00% -0.001 pp | USD12.55 +13.9% | 2 qtrs — |
| 39 | LEGAL & GENERAL GROUP PLC | 462.00 +— (+0.0%) | 6.6K +795.0 (+13.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD12.55 +13.9% | 2 qtrs — |
| 40 | RUSSELL INVESTMENTS GROUP, LTD. | 408.00 +— (+0.0%) | 5.8K +714.0 (+13.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD12.55 +13.9% | 2 qtrs — |
| 41 | AMERITAS INVESTMENT PARTNERS, INC. | 400.00 +— (+0.0%) | 5.7K +700.0 (+13.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD12.55 +13.9% | 2 qtrs — |
| 42 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 293.00 +293.0 (+100.0%) | 4.2K +4.2K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD14.30 +0.0% | 1 qtrs NEW |
| 43 | CWM, LLC | 151.00 +151.0 (+100.0%) | 2.0K +2.0K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD14.30 +0.0% | 1 qtrs NEW |
| 44 | AMALGAMATED BANK | 150.00 -4.0 (-2.6%) | 2.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD12.54 +14.0% | 2 qtrs — |
| 45 | STERLING CAPITAL MANAGEMENT LLC | 126.00 +13.0 (+11.5%) | 1.8K +384.0 (+27.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD12.72 +12.4% | 2 qtrs — |
| 46 | NATIONAL BANK OF CANADA /FI/ | 27.00 +— (+0.0%) | 386.00 +47.0 (+13.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD12.52 +14.2% | 2 qtrs — |
| 47 | EVERSOURCE WEALTH ADVISORS, LLC | 7.00 +7.0 (+100.0%) | 100.00 +100.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD14.29 +0.1% | 1 qtrs NEW |
| 48 | TRUE WEALTH DESIGN, LLC | 1.00 +1.0 (+100.0%) | 15.00 +15.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD14.00 +2.1% | 1 qtrs NEW |
| 49 | IFP ADVISORS, INC | 1.00 +1.0 (+100.0%) | 14.00 +14.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD14.00 +2.1% | 1 qtrs NEW |
| 50 | MONASHEE INVESTMENT MANAGEMENT LLC | — -40.0K (-100.0%) | — -502.0K (-100.0%) | 0.00% -0.029 pp | 0.00% -0.250 pp | USD— | 2 qtrs SOLD |
| 51 | DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | — -482.6K (-100.0%) | — -6.1M (-100.0%) | 0.00% -0.355 pp | 0.00% -0.093 pp | USD— | 2 qtrs SOLD |
| 52 | STRS OHIO | — -900.0 (-100.0%) | — -11.3K (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 53 | OXFORD ASSET MANAGEMENT LLP | — -21.6K (-100.0%) | — -271.5K (-100.0%) | 0.00% -0.016 pp | 0.00% -0.092 pp | USD— | 2 qtrs SOLD |
| 54 | MARSHALL WACE, LLP | — -132.9K (-100.0%) | — -1.7M (-100.0%) | 0.00% -0.098 pp | 0.00% -0.002 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 45 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.05% | 711.6K | 0.60% |
| 2 | State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM | 0.05% | 24.9K | 0.30% |
| 3 | John Hancock Multifactor Emerging Markets ETF JHEM | 0.02% | 231.2K | 0.58% |
| 4 | State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF EEMX | 0.02% | 34.5K | 0.30% |
| 5 | State Street SPDR Portfolio Emerging Markets ETF SPEM | 0.01% | 2.14M | 0.07% |
| 6 | iShares Russell 2000 Value ETF IWN | 0.01% | 1.75M | 0.24% |
| 7 | Invesco Russell 2000 UCITS ETF RTYS.L | 0.01% | 21.5K | 0.25% |
| 8 | Global X - Russell 2000 ETF RSSL | 0.01% | 99.2K | 0.08% |
| 9 | Xtrackers Russell 2000 UCITS ETF 1C XRSU.L | 0.01% | 189.4K | 0.30% |
| 10 | iShares Russell 2000 BuyWrite ETF IWMW | 0.01% | 3.7K | 0.39% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
1.00
Neutral
Buys
3
Sells
3
Shares acquired
31.7K
Shares disposed
31.7K
Cash buys
—
Cash sales
—
Net activity
+0
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 | Ball Robert Joseph | Director / Officer | M-Exempt | D | Stock Option | 10,000 | 2.48 | 24.8K | 309,756 | D | ↗ |
| 2026-04-20 | Ahearn Matthew Fraser | Director / Officer | M-Exempt | A | Common Stock | 14,243 | 2.86 | 40.8K | 286,765 | D | ↗ |
| 2026-03-13 | Points Jeffrey S. | Officer | M-Exempt | D | Stock Option | 13,264 | 2.48 | 32.9K | 42,004 | D | ↗ |
| 2026-03-13 | Buchholz Richard | Director | P-Purchase | A | Common Stock | 1,000 | 14.84 | 14.8K | 13,666 | D | ↗ |
| 2026-03-13 | Ball Robert Joseph | Director / Officer | P-Purchase | A | Common Stock | 2,200 | 15.18 | 33.4K | 278,866 | D | ↗ |
| 2026-03-13 | BUCKMAN PAUL | Director | F-InKind | D | Common Stock | 3,714 | 14.82 | 55.0K | 58,704 | D | ↗ |
| 2026-02-26 | Hykes Andrew | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-02-06 | Ball Robert Joseph | Director / Officer | M-Exempt | A | Common Stock | 2,062 | 2.10 | 4.3K | 276,666 | D | ↗ |
| 2026-01-30 | Points Jeffrey S. | Officer | A-Award | A | Stock Option | 126,357 | 14.16 | 1.79M | 126,357 | D | ↗ |
| 2026-01-30 | Blue David Lawrence | Officer | A-Award | A | Stock Option | 88,450 | 14.16 | 1.25M | 88,450 | D | ↗ |
| 2026-01-30 | Ball Robert Joseph | Director / Officer | A-Award | A | Stock Option | 265,351 | 14.16 | 3.76M | 265,351 | D | ↗ |
| 2026-01-30 | Ahearn Matthew Fraser | Director / Officer | A-Award | A | Stock Option | 88,450 | 14.16 | 1.25M | 88,450 | D | ↗ |
| 2025-12-31 | Points Jeffrey S. | Officer | A-Award | A | Common Stock | 1,076 | 12.16 | 13.1K | 55,521 | D | ↗ |
| 2025-12-31 | Blue David Lawrence | Officer | A-Award | A | Common Stock | 1,041 | 12.16 | 12.7K | 139,372 | D | ↗ |
| 2025-12-31 | Ball Robert Joseph | Director / Officer | A-Award | A | Common Stock | 1,661 | 12.16 | 20.2K | 120,118 | D | ↗ |
| 2025-12-31 | Ahearn Matthew Fraser | Director / Officer | A-Award | A | Common Stock | 477 | 12.16 | 5.8K | 215,856 | D | ↗ |
| 2025-12-12 | Points Jeffrey S. | Officer | P-Purchase | A | Common Stock | 1,005 | 14.98 | 15.1K | 54,445 | D | ↗ |
| 2025-12-12 | Ball Robert Joseph | Director / Officer | P-Purchase | A | Common Stock | 3,900 | 14.89 | 58.1K | 118,457 | D | ↗ |
| 2025-12-11 | Points Jeffrey S. | Officer | P-Purchase | A | Common Stock | 995 | 14.65 | 14.6K | 53,440 | D | ↗ |
| 2025-12-11 | Ball Robert Joseph | Director / Officer | P-Purchase | A | Common Stock | 3,300 | 14.83 | 48.9K | 114,557 | D | ↗ |
| 2023-11-19 | Fraher Kathleen | Officer | M-Exempt | A | Class A Common Stock | 1,203 | 0.00 | — | 12,571 | — | ↗ |
| 2023-06-10 | Reed Scott A. | Director | M-Exempt | A | Class A Common Stock | 1,013 | 0.00 | — | 23,850 | — | ↗ |
| 2023-06-10 | Lempres Michael | Director | M-Exempt | A | Class A Common Stock | 1,013 | 0.00 | — | 6,076 | — | ↗ |
| 2023-06-10 | Gupta Aanchal | Director | M-Exempt | A | Class A Common Stock | 1,013 | 0.00 | — | 1,687 | — | ↗ |
| 2023-06-10 | DIRCKS THOMAS C | Director | A-Award | D | Restricted Stock Units | 1,013 | 0.00 | — | 0 | — | ↗ |
| 2023-06-10 | Colucci Paul D. | Director | M-Exempt | D | Restricted Stock Units | 1,013 | 0.00 | — | 0 | — | ↗ |
| 2023-06-10 | Brassfield Karen F. | Director | M-Exempt | D | Restricted Stock Units | 1,013 | 0.00 | — | 0 | — | ↗ |
| 2023-02-26 | Reynolds Ben | Officer | M-Exempt | D | Restricted Stock Units | 359 | 0.00 | — | 359 | — | ↗ |
| 2023-02-26 | Martino Antonio | Officer | M-Exempt | D | Restricted Stock Units | 293 | 0.00 | — | 294 | — | ↗ |
| 2023-02-26 | LANE ALAN J | Director / Officer | M-Exempt | D | Restricted Stock Units | 1,085 | 0.00 | — | 1,084 | — | ↗ |
| 2023-02-26 | Fraher Kathleen | Officer | M-Exempt | D | Restricted Stock Units | 293 | 0.00 | — | 294 | — | ↗ |
| 2023-02-26 | Bonino John M. | Officer | M-Exempt | D | Restricted Stock Units | 195 | 0.00 | — | 196 | — | ↗ |
| 2023-02-22 | Reynolds Ben | Officer | M-Exempt | A | Restricted Stock Units | 601 | 0.00 | — | 1,203 | — | ↗ |
| 2023-02-22 | Martino Antonio | Officer | F-InKind | D | Class A Common Stock | 184 | 15.77 | 2.9K | 6,149 | — | ↗ |
| 2023-02-22 | LANE ALAN J | Director / Officer | M-Exempt | A | Class A Common Stock | 1,992 | 0.00 | — | 3,390 | — | ↗ |
| 2023-02-22 | Fraher Kathleen | Officer | M-Exempt | D | Restricted Stock Units | 526 | 0.00 | — | 1,052 | — | ↗ |
| 2023-02-22 | Bonino John M. | Officer | M-Exempt | D | Restricted Stock Units | 301 | 0.00 | — | 601 | — | ↗ |
| 2022-11-19 | Martino Antonio | Officer | M-Exempt | D | Restricted Stock Units | 1,165 | 0.00 | — | 1,165 | — | ↗ |
| 2022-11-19 | LANE ALAN J | Director / Officer | F-InKind | D | Class A Common Stock | 1,375 | 24.90 | 34.2K | 1,398 | — | ↗ |
| 2022-07-21 | LANE ALAN J | Director / Officer | M-Exempt | D | Non-Qualified Stock Options | 16,314 | 16.09 | 262.5K | 16,314 | — | ↗ |
| 2022-06-11 | Reed Scott A. | Director | M-Exempt | A | Class A Common Stock | 674 | 0.00 | — | 22,837 | — | ↗ |
| 2022-06-11 | Lempres Michael | Director | M-Exempt | A | Class A Common Stock | 674 | 0.00 | — | 5,063 | — | ↗ |
| 2022-06-11 | DIRCKS THOMAS C | Director | M-Exempt | A | Class A Common Stock | 674 | 0.00 | — | 15,495 | — | ↗ |
| 2022-06-11 | Colucci Paul D. | Director | M-Exempt | A | Class A Common Stock | 674 | 0.00 | — | 45,208 | — | ↗ |
| 2022-06-11 | Brassfield Karen F. | Director | M-Exempt | A | Class A Common Stock | 674 | 0.00 | — | 13,972 | — | ↗ |
| 2022-06-10 | Rettig Rebecca | Director | A-Award | A | Restricted Stock Units | 1,013 | 0.00 | — | 1,013 | — | ↗ |
| 2022-06-10 | Reed Scott A. | Director | M-Exempt | D | Restricted Stock Units | 674 | 0.00 | — | 0 | — | ↗ |
| 2022-06-10 | Lempres Michael | Director | A-Award | A | Restricted Stock Units | 1,013 | 0.00 | — | 1,013 | — | ↗ |
| 2022-06-10 | Gupta Aanchal | Director | M-Exempt | D | Restricted Stock Units | 674 | 0.00 | — | 0 | — | ↗ |
| 2022-06-10 | FRANK DENNIS S | Director | M-Exempt | D | Restricted Stock Units | 674 | 0.00 | — | 0 | — | ↗ |
| 2022-06-10 | DIRCKS THOMAS C | Director | M-Exempt | D | Restricted Stock Units | 674 | 0.00 | — | 0 | — | ↗ |
| 2022-06-10 | Colucci Paul D. | Director | M-Exempt | D | Restricted Stock Units | 674 | 0.00 | — | 0 | — | ↗ |
| 2022-06-10 | Campbell Robert Charles | Director | M-Exempt | A | Class A Common Stock | 674 | 0.00 | — | 674 | — | ↗ |
| 2022-06-10 | Brassfield Karen F. | Director | M-Exempt | D | Restricted Stock Units | 674 | 0.00 | — | 0 | — | ↗ |
| 2022-05-06 | LANE ALAN J | Director / Officer | J-Other | D | Class A Common Stock | 709 | 0.00 | — | 0 | — | ↗ |
| 2022-04-21 | Fraher Kathleen | Officer | S-Sale | D | Class A Common Stock | 750 | 130.44 | 97.8K | 10,847 | — | ↗ |
| 2022-03-11 | Rettig Rebecca | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-02-26 | Reynolds Ben | Officer | F-InKind | D | Class A Common Stock | 125 | 120.49 | 15.1K | 2,275 | — | ↗ |
| 2022-02-26 | Paik Son-Jai | Officer | F-InKind | D | Class A Common Stock | 81 | 120.49 | 9.8K | 158 | — | ↗ |
| 2022-02-26 | Martino Antonio | Officer | M-Exempt | A | Class A Common Stock | 294 | 0.00 | — | 5,222 | — | ↗ |
| 2022-02-26 | LANE ALAN J | Director / Officer | A-Award | A | Class A Common Stock | 375 | 120.49 | 45.2K | 709 | — | ↗ |
| 2022-02-26 | Fraher Kathleen | Officer | M-Exempt | D | Restricted Stock Units | 294 | 0.00 | — | 587 | — | ↗ |
| 2022-02-26 | Eisele Derek J. | Officer | M-Exempt | A | Class A Common Stock | 104 | 0.00 | — | 104 | — | ↗ |
| 2022-02-26 | Bonino John M. | Officer | M-Exempt | D | Restricted Stock Units | 196 | 0.00 | — | 391 | — | ↗ |
| 2022-02-22 | Reynolds Ben | Officer | A-Award | A | Non-Qualified Stock Options | 4,169 | 110.84 | 462.1K | 4,169 | — | ↗ |
| 2022-02-22 | Paik Son-Jai | Officer | A-Award | A | Non-Qualified Stock Options | 1,408 | 110.84 | 156.1K | 1,408 | — | ↗ |
| 2022-02-22 | Martino Antonio | Officer | A-Award | A | Restricted Stock Units | 1,353 | 0.00 | — | 1,353 | — | ↗ |
| 2022-02-22 | LANE ALAN J | Director / Officer | A-Award | A | Restricted Stock Units | 5,977 | 0.00 | — | 5,977 | — | ↗ |
| 2022-02-22 | Fraher Kathleen | Officer | A-Award | A | Restricted Stock Units | 1,578 | 0.00 | — | 1,578 | — | ↗ |
| 2022-02-22 | Eisele Derek J. | Officer | A-Award | A | Non-Qualified Stock Options | 871 | 110.84 | 96.5K | 871 | — | ↗ |
| 2022-02-22 | Brassfield Karen F. | Director | S-Sale | D | Class A Common Stock | 3,000 | 113.34 | 340.0K | 13,298 | — | ↗ |
| 2022-02-22 | Bonino John M. | Officer | A-Award | A | Restricted Stock Units | 902 | 0.00 | — | 902 | — | ↗ |
| 2022-02-04 | Lempres Michael | Director | P-Purchase | A | Class A Common Stock | 500 | 112.20 | 56.1K | 4,389 | — | ↗ |
| 2022-01-18 | LANE ALAN J | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-01-13 | Eisele Derek J. | Officer | G-Gift | A | Class A Common Stock | 459 | 0.00 | — | 103,905 | — | ↗ |
| 2021-12-31 | LANE ALAN J | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-31 | Eisele Derek J. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-11-19 | Reynolds Ben | Officer | M-Exempt | A | Class A Common Stock | 583 | 0.00 | — | 2,331 | — | ↗ |
| 2021-11-19 | Martino Antonio | Officer | M-Exempt | A | Class A Common Stock | 1,165 | 0.00 | — | 5,331 | — | ↗ |
| 2021-11-19 | LANE ALAN J | Director / Officer | M-Exempt | D | Restricted Stock Units | 2,773 | 0.00 | — | 5,546 | — | ↗ |
| 2021-11-19 | Fraher Kathleen | Officer | M-Exempt | D | Non-Qualified Stock Options | 3,539 | 16.09 | 56.9K | 7,077 | — | ↗ |
| 2021-11-19 | Eisele Derek J. | Officer | F-InKind | D | Class A Common Stock | 452 | 219.75 | 99.3K | 459 | — | ↗ |
| 2021-11-19 | Bonino John M. | Officer | M-Exempt | A | Class A Common Stock | 769 | 0.00 | — | 30,365 | — | ↗ |
| 2021-11-08 | Paik Son-Jai | Officer | S-Sale | D | Class A Common Stock | 5,000 | 219.38 | 1.10M | 6,110 | — | ↗ |
| 2021-11-08 | FRANK DENNIS S | Director | S-Sale | D | Class A Common Stock | 11,177 | 220.73 | 2.47M | 52,412 | — | ↗ |
| 2021-11-05 | Reynolds Ben | Officer | S-Sale | D | Class A Common Stock | 3,000 | 220.00 | 660.0K | 34 | — | ↗ |
| 2021-11-03 | FRANK DENNIS S | Director | S-Sale | D | Class A Common Stock | 4,663 | 201.24 | 938.4K | 79,063 | — | ↗ |
| 2021-11-03 | Eisele Derek J. | Officer | S-Sale | D | Class A Common Stock | 400 | 202.36 | 80.9K | 277 | — | ↗ |
| 2021-11-03 | Colucci Paul D. | Director | S-Sale | D | Class A Common Stock | 2,497 | 205.45 | 513.0K | 0 | — | ↗ |
| 2021-11-01 | Reed Scott A. | Director | S-Sale | D | Class A Common Stock | 2,600 | 170.48 | 443.2K | 47,400 | — | ↗ |
| 2021-10-25 | Reed Scott A. | Director | S-Sale | D | Class A Common Stock | 7,522 | 150.11 | 1.13M | 50,000 | — | ↗ |
| 2021-10-25 | Eisele Derek J. | Officer | M-Exempt | A | Class A Common Stock | 40,000 | 4.42 | 176.8K | 40,000 | — | ↗ |
| 2021-10-21 | Reed Scott A. | Director | S-Sale | D | Class A Common Stock | 5,498 | 150.02 | 824.8K | 57,522 | — | ↗ |
| 2021-10-21 | DIRCKS THOMAS C | Director | S-Sale | D | Class A Common Stock | 7,500 | 149.68 | 1.12M | 15,683 | — | ↗ |
| 2021-09-16 | Fraher Kathleen | Officer | G-Gift | D | Class A Common Stock | 455 | 0.00 | — | 10,779 | — | ↗ |
| 2021-09-14 | Fraher Kathleen | Officer | G-Gift | D | Class A Common Stock | 450 | 0.00 | — | 11,234 | — | ↗ |
| 2021-09-13 | FRANK DENNIS S | Director | S-Sale | D | Class A Common Stock | 4,851 | 107.43 | 521.1K | 95,149 | — | ↗ |
| 2021-09-13 | Colucci Paul D. | Director | S-Sale | D | Class A Common Stock | 4,521 | 108.28 | 489.5K | 16,080 | — | ↗ |
| 2021-09-09 | FRANK DENNIS S | Director | S-Sale | D | Class A Common Stock | 1,476 | 113.44 | 167.4K | 123,524 | — | ↗ |
| 2021-09-07 | Reed Scott A. | Director | S-Sale | D | Class A Common Stock | 102 | 125.55 | 12.8K | 63,020 | — | ↗ |
| 2021-09-03 | Reed Scott A. | Director | S-Sale | D | Class A Common Stock | 300 | 121.36 | 36.4K | 63,622 | — | ↗ |
| 2021-08-27 | Fraher Kathleen | Officer | S-Sale | D | Class A Common Stock | 2,200 | 114.61 | 252.1K | 11,684 | — | ↗ |
| 2021-08-13 | FRANK DENNIS S | Director | S-Sale | D | Class A Common Stock | 933 | 122.80 | 114.6K | 125,000 | — | ↗ |
| 2021-08-13 | Eisele Derek J. | Officer | S-Sale | D | Class A Common Stock | 500 | 111.71 | 55.9K | 103,696 | — | ↗ |
| 2021-08-12 | FRANK DENNIS S | Director | S-Sale | D | Class A Common Stock | 6,261 | 114.17 | 714.8K | 152,429 | — | ↗ |
| 2021-08-06 | Eisele Derek J. | Officer | S-Sale | D | Class A Common Stock | 7,235 | 112.95 | 817.2K | 110,596 | — | ↗ |
| 2021-08-05 | Reed Scott A. | Director | S-Sale | D | Class A Common Stock | 2,500 | 105.16 | 262.9K | 71,122 | — | ↗ |
| 2021-08-05 | Campbell Robert Charles | Director | S-Sale | D | Class A Common Stock | 5,408 | 106.01 | 573.3K | 0 | — | ↗ |
| 2021-08-04 | Reynolds Ben | Officer | S-Sale | D | Class A Common Stock | 2,451 | 105.47 | 258.5K | 3,034 | — | ↗ |
| 2021-08-04 | Fraher Kathleen | Officer | S-Sale | D | Class A Common Stock | 1,200 | 103.02 | 123.6K | 13,884 | — | ↗ |
| 2021-08-02 | Reed Scott A. | Director | S-Sale | D | Class A Common Stock | 100 | 105.66 | 10.6K | 73,622 | — | ↗ |
| 2021-08-02 | Fraher Kathleen | Officer | M-Exempt | D | Non-Qualified Stock Options | 8,750 | 12.00 | 105.0K | 0 | — | ↗ |
| 2021-08-02 | FRANK DENNIS S | Director | S-Sale | D | Class A Common Stock | 7,169 | 103.70 | 743.4K | 2,941 | — | ↗ |
| 2021-08-02 | Colucci Paul D. | Director | S-Sale | D | Class A Common Stock | 1,607 | 105.80 | 170.0K | 20,601 | — | ↗ |
| 2021-07-20 | Sullivan Colleen | Director | M-Exempt | A | Class A Common Stock | 1,960 | 0.00 | — | 2,421 | — | ↗ |
| 2021-06-11 | Sullivan Colleen | Director | A-Award | A | Restricted Stock Units | 674 | 0.00 | — | 2,634 | — | ↗ |
| 2021-06-11 | Reed Scott A. | Director | A-Award | A | Restricted Stock Units | 674 | 0.00 | — | 674 | — | ↗ |
| 2021-06-11 | Lempres Michael | Director | A-Award | A | Restricted Stock Units | 674 | 0.00 | — | 674 | — | ↗ |
| 2021-06-11 | Gupta Aanchal | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-11 | FRANK DENNIS S | Director | A-Award | A | Restricted Stock Units | 674 | 0.00 | — | 674 | — | ↗ |
| 2021-06-11 | DIRCKS THOMAS C | Director | A-Award | A | Restricted Stock Units | 674 | 0.00 | — | 674 | — | ↗ |
| 2021-06-11 | Colucci Paul D. | Director | A-Award | A | Restricted Stock Units | 674 | 0.00 | — | 674 | — | ↗ |
| 2021-06-11 | Campbell Robert Charles | Director | A-Award | A | Restricted Stock Units | 674 | 0.00 | — | 674 | — | ↗ |
| 2021-06-11 | Brassfield Karen F. | Director | A-Award | A | Restricted Stock Units | 674 | 0.00 | — | 674 | — | ↗ |
| 2021-06-10 | LANE ALAN J | Director / Officer | M-Exempt | D | Non-Qualified Stock Options | 22,363 | 4.20 | 93.9K | 0 | — | ↗ |
| 2021-06-09 | LANE ALAN J | Director / Officer | M-Exempt | D | Non-Qualified Stock Options | 75,000 | 4.20 | 315.0K | 22,363 | — | ↗ |
| 2021-06-08 | LANE ALAN J | Director / Officer | M-Exempt | D | Non-Qualified Stock Options | 75,000 | 4.20 | 315.0K | 97,363 | — | ↗ |
| 2021-06-01 | Brassfield Karen F. | Director | S-Sale | D | Class A Common Stock | 4,000 | 117.30 | 469.2K | 16,298 | — | ↗ |
| 2021-05-29 | Reed Scott A. | Director | M-Exempt | D | Restricted Stock Units | 2,056 | 0.00 | — | 0 | — | ↗ |
| 2021-05-29 | Lempres Michael | Director | M-Exempt | D | Restricted Stock Units | 2,056 | 0.00 | — | 0 | — | ↗ |
| 2021-05-29 | FRANK DENNIS S | Director | M-Exempt | A | Class A Common Stock | 2,056 | 0.00 | — | 193,690 | — | ↗ |
| 2021-05-29 | DIRCKS THOMAS C | Director | M-Exempt | D | Restricted Stock Units | 2,056 | 0.00 | — | 0 | — | ↗ |
| 2021-05-29 | Colucci Paul D. | Director | M-Exempt | D | Restricted Stock Units | 2,056 | 0.00 | — | 0 | — | ↗ |
| 2021-05-29 | Campbell Robert Charles | Director | M-Exempt | D | Restricted Stock Units | 2,056 | 0.00 | — | 0 | — | ↗ |
| 2021-05-29 | Brassfield Karen F. | Director | M-Exempt | D | Restricted Stock Units | 2,056 | 0.00 | — | 0 | — | ↗ |
| 2021-05-27 | Reed Scott A. | Director | S-Sale | D | Class A Common Stock | 8,110 | 115.30 | 935.1K | 75,956 | — | ↗ |
| 2021-05-27 | DIRCKS THOMAS C | Director | S-Sale | D | Class A Common Stock | 6,528 | 114.75 | 749.1K | 71,100 | — | ↗ |
| 2021-05-26 | DIRCKS THOMAS C | Director | S-Sale | D | Class A Common Stock | 116 | 112.87 | 13.1K | 85,900 | — | ↗ |
| 2021-05-17 | Brassfield Karen F. | Director | S-Sale | D | Class A Common Stock | 10,000 | 88.53 | 885.3K | 18,242 | — | ↗ |
| 2021-04-22 | Reed Scott A. | Director | J-Other | A | Class A Common Stock | 81,566 | 0.00 | — | 84,066 | — | ↗ |
| 2021-03-12 | Reed Scott A. | Director | S-Sale | D | Class A Common Stock | 19,900 | 137.79 | 2.74M | 940,100 | — | ↗ |
| 2021-03-12 | FRANK DENNIS S | Director | S-Sale | D | Class A Common Stock | 5,852 | 139.97 | 819.1K | 17,607 | — | ↗ |
| 2021-03-11 | Reed Scott A. | Director | S-Sale | D | Class A Common Stock | 2,819 | 130.45 | 367.7K | 987,181 | — | ↗ |
| 2021-03-11 | Eisele Derek J. | Officer | G-Gift | A | Class A Common Stock | 11,227 | 0.00 | — | 121,196 | — | ↗ |
| 2021-02-26 | Reynolds Ben | Officer | A-Award | A | Restricted Stock Units | 1,077 | 0.00 | — | 1,077 | — | ↗ |
| 2021-02-26 | Paik Son-Jai | Officer | A-Award | A | Restricted Stock Units | 718 | 0.00 | — | 718 | — | ↗ |
| 2021-02-26 | Martino Antonio | Officer | A-Award | A | Restricted Stock Units | 881 | 0.00 | — | 881 | — | ↗ |
| 2021-02-26 | LANE ALAN J | Director / Officer | A-Award | A | Non-Qualified Stock Options | 7,838 | 127.56 | 999.8K | 7,838 | — | ↗ |
| 2021-02-26 | Fraher Kathleen | Officer | A-Award | A | Restricted Stock Units | 881 | 0.00 | — | 881 | — | ↗ |
| 2021-02-26 | Eisele Derek J. | Officer | A-Award | A | Non-Qualified Stock Options | 755 | 127.56 | 96.3K | 755 | — | ↗ |
| 2021-02-26 | Bonino John M. | Officer | A-Award | A | Restricted Stock Units | 587 | 0.00 | — | 587 | — | ↗ |
| 2021-02-25 | Eisele Derek J. | Officer | S-Sale | D | Class A Common Stock | 207 | 141.39 | 29.3K | 1,054 | — | ↗ |
| 2021-02-24 | Reed Scott A. | Director | S-Sale | D | Class A Common Stock | 5,000 | 140.00 | 700.0K | 990,000 | — | ↗ |
| 2021-02-24 | Eisele Derek J. | Officer | M-Exempt | D | Non-Qualified Stock Options | 28,836 | 4.09 | 117.9K | 31,164 | — | ↗ |
| 2021-02-22 | Reed Scott A. | Director | S-Sale | D | Class A Common Stock | 5,000 | 165.00 | 825.0K | 995,000 | — | ↗ |
| 2021-02-22 | Brassfield Karen F. | Director | S-Sale | D | Class A Common Stock | 4,500 | 160.74 | 723.3K | 28,242 | — | ↗ |
| 2021-01-27 | LANE ALAN J | Director / Officer | I-Discretionary | A | Class A Common Stock | 619 | 80.76 | 50.0K | 1,758 | — | ↗ |
| 2021-01-27 | Bonino John M. | Officer | I-Discretionary | A | Class A Common Stock | 715 | 80.76 | 57.8K | 1,762 | — | ↗ |
| 2021-01-22 | Bonino John M. | Officer | M-Exempt | D | Non-Qualified Stock Options | 2,263 | 16.09 | 36.4K | 6,789 | — | ↗ |
| 2021-01-08 | Brassfield Karen F. | Director | M-Exempt | A | Class A Common Stock | 27,500 | 4.09 | 112.5K | 43,731 | — | ↗ |
| 2020-12-31 | Eisele Derek J. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-12-23 | Bonino John M. | Officer | M-Exempt | D | Non-Qualified Stock Options | 10,000 | 4.09 | 40.9K | 20,000 | — | ↗ |
| 2020-12-22 | DIRCKS THOMAS C | Director | G-Gift | A | Class A Common Stock | 46,299 | 0.00 | — | 46,299 | — | ↗ |
| 2020-12-14 | Reed Scott A. | Director | S-Sale | D | Class A Common Stock | 426,488 | 40.00 | 17.06M | 1,000,000 | — | ↗ |
| 2020-12-11 | Paik Son-Jai | Officer | I-Discretionary | A | Class A Common Stock | 168 | 39.69 | 6.7K | 168 | — | ↗ |
| 2020-12-11 | Bonino John M. | Officer | I-Discretionary | A | Class A Common Stock | 1,047 | 39.69 | 41.6K | 1,047 | — | ↗ |
| 2020-12-10 | LANE ALAN J | Director / Officer | I-Discretionary | A | Class A Common Stock | 1,139 | 40.82 | 46.5K | 1,139 | — | ↗ |
| 2020-12-08 | DIRCKS THOMAS C | Director | S-Sale | D | Class A Common Stock | 83 | 42.51 | 3.5K | 23,183 | — | ↗ |
| 2020-12-07 | LANE ALAN J | Director / Officer | J-Other | A | Class A Common Stock | 58,230 | 0.00 | — | 140,725 | — | ↗ |
| 2020-12-07 | Eisele Derek J. | Officer | S-Sale | D | Class A Common Stock | 595 | 44.55 | 26.5K | 109,374 | — | ↗ |
| 2020-12-02 | Eisele Derek J. | Officer | S-Sale | D | Class A Common Stock | 5,000 | 39.30 | 196.5K | 109,969 | — | ↗ |
| 2020-12-01 | Brassfield Karen F. | Director | S-Sale | D | Class A Common Stock | 2,500 | 36.00 | 90.0K | 16,231 | — | ↗ |
| 2020-11-30 | Fraher Kathleen | Officer | S-Sale | D | Class A Common Stock | 565 | 35.86 | 20.3K | 20,084 | — | ↗ |
| 2020-11-27 | LANE ALAN J | Director / Officer | M-Exempt | A | Class A Common Stock | 119,964 | 4.02 | 482.3K | 121,778 | — | ↗ |
| 2020-11-24 | Fraher Kathleen | Officer | M-Exempt | D | Non-Qualified Stock Options | 3,539 | 16.09 | 56.9K | 10,616 | — | ↗ |
| 2020-11-23 | DIRCKS THOMAS C | Director | G-Gift | D | Class A Common Stock | 33,183 | 0.00 | — | 59,064 | — | ↗ |
| 2020-11-19 | Reynolds Ben | Officer | M-Exempt | D | Restricted Stock Units | 583 | 0.00 | — | 1,747 | — | ↗ |
| 2020-11-19 | Reed Scott A. | Director | M-Exempt | A | Class A Common Stock | 2,500 | 0.00 | — | 2,500 | — | ↗ |
| 2020-11-19 | Martino Antonio | Officer | M-Exempt | D | Restricted Stock Units | 1,166 | 0.00 | — | 3,495 | — | ↗ |
| 2020-11-19 | Lempres Michael | Director | M-Exempt | A | Class A Common Stock | 833 | 0.00 | — | 1,833 | — | ↗ |
| 2020-11-19 | LANE ALAN J | Director / Officer | F-InKind | D | Class A Common Stock | 960 | 30.87 | 29.6K | 1,814 | — | ↗ |
| 2020-11-19 | Fraher Kathleen | Officer | F-InKind | D | Class A Common Stock | 416 | 30.87 | 12.8K | 787 | — | ↗ |
| 2020-11-19 | FRANK DENNIS S | Director | M-Exempt | A | Class A Common Stock | 2,500 | 0.00 | — | 191,634 | — | ↗ |
| 2020-11-19 | Eisele Derek J. | Officer | F-InKind | D | Class A Common Stock | 316 | 30.87 | 9.8K | 595 | — | ↗ |
| 2020-11-19 | DIRCKS THOMAS C | Director | M-Exempt | D | Restricted Stock Units | 2,500 | 0.00 | — | 0 | — | ↗ |
| 2020-11-19 | Colucci Paul D. | Director | M-Exempt | A | Class A Common Stock | 2,500 | 0.00 | — | 44,978 | — | ↗ |
| 2020-11-19 | Campbell Robert Charles | Director | M-Exempt | D | Restricted Stock Units | 2,500 | 0.00 | — | 0 | — | ↗ |
| 2020-11-19 | Brassfield Karen F. | Director | M-Exempt | A | Class A Common Stock | 2,500 | 0.00 | — | 18,731 | — | ↗ |
| 2020-11-19 | Bonino John M. | Officer | M-Exempt | A | Class A Common Stock | 770 | 0.00 | — | 9,219 | — | ↗ |
| 2020-11-18 | Colucci Paul D. | Director | S-Sale | D | Class A Common Stock | 10,000 | 30.08 | 300.8K | 42,478 | — | ↗ |
| 2020-09-03 | Paik Son-Jai | Officer | P-Purchase | A | Class A Common Stock | 2,151 | 15.22 | 32.7K | 11,110 | — | ↗ |
| 2020-08-27 | Eisele Derek J. | Officer | S-Sale | D | Class A Common Stock | 5,000 | 15.21 | 76.0K | 114,969 | — | ↗ |
| 2020-08-26 | Brassfield Karen F. | Director | M-Exempt | D | Non-Qualified Stock Options | 20,000 | 4.09 | 81.8K | 27,500 | — | ↗ |
| 2020-08-06 | FRANK DENNIS S | Director | S-Sale | D | Class A Common Stock | 75,000 | 14.19 | 1.06M | 189,134 | — | ↗ |
| 2020-08-05 | FRANK DENNIS S | Director | S-Sale | D | Class A Common Stock | 75,000 | 14.04 | 1.05M | 264,134 | — | ↗ |
| 2020-07-20 | Sullivan Colleen | Director | A-Award | A | Restricted Stock Units | 1,960 | 0.00 | — | 1,960 | — | ↗ |
| 2020-07-15 | Sullivan Colleen | Director | — | D | Class A Common Stock | 0 | 0.00 | — | 461 | — | ↗ |
| 2020-06-11 | Reed Scott A. | Director | P-Purchase | A | Class A Common Stock | 550 | 13.80 | 7.6K | 550 | — | ↗ |
| 2020-06-09 | Campbell Robert Charles | Director | S-Sale | D | Class A Common Stock | 1,947 | 14.86 | 28.9K | 1,052 | — | ↗ |
| 2020-06-08 | Campbell Robert Charles | Director | S-Sale | D | Class A Common Stock | 1,812 | 15.02 | 27.2K | 22,699 | — | ↗ |
Executive team
Top executives
Shares Outstanding
20.73M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Robert Ball Chief Executive Officer | 467.9K | — | — | 494.1K | 224.6K | 15.8K | 1.20M | 41.09% | ↗ |
| 2 | 2025 | David L. Blue Chief Customer Experience Officer | 364.5K | — | — | 148.2K | 247.1K | 19.0K | 778.8K | 19.03% | ↗ |
| 3 | 2025 | Jeffrey Points Chief Financial Officer | 378.1K | 50.0K | — | 98.8K | 181.5K | 11.3K | 719.8K | 13.73% | ↗ |
| 4 | 2024 | Robert Ball Chief Executive Officer | 449.6K | — | — | — | 164.7K | 13.8K | 628.1K | 0.00% | ↗ |
| 5 | 2024 | Jeffrey Points Chief Financial Officer | 363.4K | — | — | — | 134.9K | 9.5K | 507.8K | 0.00% | ↗ |
| 6 | 2024 | David L. Blue Chief Customer Experience Officer | 349.9K | — | — | — | 133.5K | 13.8K | 497.3K | 0.00% | ↗ |
| 7 | 2021 | Alan J. Lane Chief Executive Officer and President of the Company and Chief Executive Officer of the Bank | 520.0K | — | 415.0K | 413.7K | 489.8K | 46.0K | 1.88M | 43.97% | ↗ |
| 8 | 2021 | Benjamin C. Reynolds Chief Strategy Officer of the Company and the Bank | 340.0K | — | 637.2K | 137.1K | 241.8K | 32.2K | 1.39M | 55.77% | ↗ |
| 9 | 2021 | Kathleen M. Fraher Chief Operating Officer of the Company and the Bank | 350.0K | — | 112.4K | 112.1K | 241.8K | 31.8K | 848.0K | 26.47% | ↗ |
| 10 | 2020 | Alan J. Lane Chief Executive Officer and President of the Company and Chief Executive Officer of the Bank | 492.0K | 411.4K | — | — | — | 48.8K | 952.3K | 0.00% | ↗ |
| 11 | 2020 | Benjamin C. Reynolds Chief Strategy Officer of the Company and the Bank | 275.2K | 116.7K | — | — | 202.5K | 29.6K | 624.1K | 0.00% | ↗ |
| 12 | 2020 | Kathleen M. Fraher Chief Operating Officer of the Company and the Bank | 345.0K | 166.9K | — | — | — | 30.5K | 542.4K | 0.00% | ↗ |
| 13 | 2020 | Kathleen M. Fraher Chief Operating Officer of the Company and the Bank | 345.0K | 166.9K | — | — | — | 30.5K | 542.4K | 0.00% | ↗ |
| 14 | 2019 | Alan J. Lane Chief Executive Officer and President of the Company and Chief Executive Officer of the Bank | 450.0K | 311.7K | 178.5K | 177.1K | — | 50.8K | 1.17M | 30.44% | ↗ |
| 15 | 2019 | Benjamin C. Reynolds Chief Strategy Officer of the Company and the Bank | 128.8K | — | 37.5K | 37.2K | 869.5K | 19.1K | 1.09M | 6.84% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Alan J. Lane | Chief Executive Officer & Director | 1M | male |
| Kathleen Fraher | Executive Vice President & Chief Risk Officer | 623.5K | female |
| Benjamin C. Reynolds | Pres | 614.0K | male |
| Elaine Batlis | Executive Vice President & Mang. of Warehouse Lending Division | — | female |
| Hunter Stenback | Head of Investor Relations | — | — |
| John Bonino | Chief Legal Officer | — | male |
| Judith Knowles | Sec. | — | female |
| Son-Jai Paik | Chief HR Officer | — | male |
| Alaric Eby | Chief Product Devel. Officer | — | male |
| Antonio R. Martino | Chief Financial Officer | — | male |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for SI
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.
