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Slide Insurance Holdings, Inc. Common Stock (SLDE)

USD21.48 +0.10 (+0.47%)
US NASDAQ Financial Services Insurance - Property & Casualty
Address 4221 W Boy Scout Blvd, Suite 200 33607
Tampa, FL, US
CEO Bruce Thomas Lucas
IPO 2025-06-18
CIK 1886428 ISIN US8313491057

Explore sections of this company profile

Description

Slide Insurance Holdings, Inc. operates as a parent organization. Through its affiliated companies, its main business is providing property and casualty insurance, particularly for residential properties such as detached homes and condominiums.

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
USD21.48 +0.10 (+0.47%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
-0.01
Float Shares
69.39M
Free Float %
60.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.11% +0.81% +0.87% -4.41% +10.24% -4.36% -8.00% -8.00% -8.00% -8.00% -8.00%
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 (4 ratings, all time) Buy
Price Targets & DCF
Current price
21.48
Low 31.00 +44.3%
Consensus 31.00 +44.3%
Median 31.00 +44.3%
High 31.00 +44.3%
DCF (Unlevered) 213.40 +893.5%
DCF (Levered) 273.20 +1,171.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 5 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
31.00
+44.3%
Last Quarter 1
31.00
+44.3%
Last Year 6
23.00
+7.1%
All Time 6
23.00
+7.1%
Quality scores
Altman Z-Score
2.50
Grey zone
Piotroski F-Score
8 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Property & Casualty: +14.1%
    +36.5% Q1'26: +38.2% (vs Q1'25)
  • EPS growth Insurance - Property & Casualty: +27.5%
    +108.7% Q1'26: +37.8% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Property & Casualty: +25.6%
    +73.1% Q1'26: +74.2% (vs Q1'25)
  • EBIT margin Insurance - Property & Casualty: +16.3%
    +51.3% Q1'26: +47.7% (vs Q1'25)
  • ROIC Insurance - Property & Casualty: +7.9%
    Q1'26: -500.9% (vs Q1'25)
  • Share dilution Insurance - Property & Casualty: +0.4%
    +10.7% Q1'26: +9.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Property & Casualty: -0.10×
    0.00× Q1'26: 0.06× (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 (0.22) × ERP
WACC = 100% × Ke + 0% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 213.40 Current price: 21.48
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 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
3 EPS Ana.
Dec 2027
2 Rev. Ana.
3 EPS Ana.
Dec 2028
2 Rev. Ana.
1 EPS Ana.
Revenue
846.81M
est: 981.76M (-13.7%)
1.16B
est: 1.49B (-22.6%)
1.68B
1.53B – 1.84B
+12.2% YoY
1.68B
1.53B – 1.83B
+0.1% YoY
1.59B
1.44B – 1.74B
-4.9% YoY
EBITDA
284.04M
est: 780.37M (-63.6%)
589.83M
est: 1.19B (-50.3%)
1.33B
1.21B – 1.46B
+12.2% YoY
1.33B
1.22B – 1.46B
+0.1% YoY
1.27B
1.14B – 1.39B
-4.9% YoY
EBIT
273.73M
est: 792.03M (-65.4%)
592.87M
est: 1.20B (-50.8%)
1.35B
1.23B – 1.48B
+12.2% YoY
1.35B
1.24B – 1.48B
+0.1% YoY
1.29B
1.16B – 1.41B
-4.9% YoY
Net Income
201.13M
est: 595.76M (-66.2%)
443.96M
est: 414.76M (+7.0%)
517.28M
487.14M – 547.42M
+24.7% YoY
487.61M
482.14M – 493.09M
-5.7% YoY
490.70M
429.13M – 552.28M
+0.6% YoY
SGA
136.32M
est: 153.58M (-11.2%)
134.37M
est: 233.55M (-42.5%)
262.05M
238.56M – 287.35M
+12.2% YoY
262.32M
239.74M – 286.64M
+0.1% YoY
249.45M
224.64M – 272.58M
-4.9% YoY
EPS
1.61
est: 4.33 (-62.8%)
4.75
est: 3.00 (+58.3%)
3.53
3.52 – 3.96
+17.8% YoY
3.53
3.49 – 3.57
-0.2% YoY
3.57
3.10 – 3.99
+1.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-29 Barclays Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-22 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-05-21 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-05-20 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-05-19 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-05-18 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-05-15 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-05-14 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-05-13 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-05-12 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-05-11 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-05-08 A 4/5 4/5 5/5 5/5 3/5 4/5 1/5
2026-05-07 A 4/5 4/5 5/5 5/5 3/5 4/5 1/5
2026-05-06 A 4/5 4/5 5/5 5/5 3/5 4/5 1/5
2026-05-05 A 4/5 4/5 5/5 5/5 4/5 4/5 1/5
2026-05-04 A 4/5 4/5 5/5 5/5 4/5 4/5 1/5
2026-05-01 A 4/5 4/5 5/5 5/5 3/5 4/5 1/5
2026-04-30 A 4/5 4/5 5/5 5/5 3/5 4/5 1/5
2026-04-29 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-28 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-04-27 C+ 2/5 4/5 1/5 1/5 1/5 4/5 1/5
2026-04-24 C+ 2/5 4/5 1/5 1/5 1/5 4/5 1/5
2026-04-23 C+ 2/5 4/5 1/5 1/5 1/5 4/5 1/5
2026-04-22 C+ 2/5 4/5 1/5 1/5 1/5 4/5 1/5
2026-04-21 C+ 2/5 4/5 1/5 1/5 1/5 4/5 1/5
2026-04-20 C+ 2/5 4/5 1/5 1/5 1/5 4/5 1/5
2026-04-17 C+ 2/5 4/5 1/5 1/5 1/5 4/5 1/5
2026-04-16 C+ 2/5 4/5 1/5 1/5 1/5 4/5 1/5
2026-04-15 C+ 2/5 4/5 1/5 1/5 1/5 4/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
993.00M
OE per share TTM
7.38
Owner's Yield
43.21%
Maintenance CapEx ratio
0.86%
Maint CapEx / Avg PPE
1.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
193
Total invested
956.48M
Insider transactions (90d)
43
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
193
+23 vs prev Q
New positions
58
Closed positions
34
Increased
126
Reduced
43
Put/Call ratio
0.30
Calls held
469.4K
Puts held
140.0K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 299.5K +299.5K (+100.0%) 5.83B +5.8B (+100.0%) 0.24% +0.239 pp 1.99% +1.991 pp USD19.48 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 5.17M +1.2M (+31.1%) 100.79M +38.5M (+61.8%) 4.13% -1.779 pp 0.00% +0.001 pp USD20.07 -2.9% 3 qtrs
3 CAPITAL WORLD INVESTORS 4.48M +— (+0.0%) 87.33M +16.6M (+23.4%) 3.58% -3.135 pp 0.01% +0.002 pp USD19.72 -1.2% 3 qtrs
4 VANGUARD GROUP INC 2.76M +354.3K (+14.7%) 53.80M +15.8M (+41.6%) 2.21% -1.400 pp 0.00% +0.000 pp USD20.35 -4.3% 3 qtrs
5 AMERICAN CENTURY COMPANIES INC 2.25M +112.0K (+5.2%) 43.83M +10.1M (+29.9%) 1.80% -1.406 pp 0.02% +0.005 pp USD21.55 -9.6% 3 qtrs
6 CITADEL ADVISORS LLC 2.06M +1.4M (+212.3%) 40.20M +29.8M (+285.3%) 1.65% +0.658 pp 0.01% +0.004 pp USD20.18 -3.5% 3 qtrs
7 BALYASNY ASSET MANAGEMENT L.P. 1.76M +380.2K (+27.6%) 34.25M +12.5M (+57.5%) 1.40% -0.660 pp 0.04% +0.016 pp USD17.70 +10.1% 3 qtrs
8 DME CAPITAL MANAGEMENT, LP 1.15M +1.1M (+100.0%) 22.40M +22.4M (+100.0%) 0.92% +0.918 pp 0.79% +0.786 pp USD19.48 +0.0% 1 qtrs NEW
9 HOOD RIVER CAPITAL MANAGEMENT LLC 1.07M -13.2K (-1.2%) 20.87M +3.8M (+21.9%) 0.86% -0.769 pp 0.23% +0.027 pp USD21.66 -10.1% 3 qtrs
10 FREESTONE GROVE PARTNERS LP 986.5K +330.2K (+50.3%) 19.22M +8.9M (+85.5%) 0.79% -0.195 pp 0.14% +0.062 pp USD18.24 +6.8% 3 qtrs
11 MILLENNIUM MANAGEMENT LLC 896.8K +173.9K (+24.1%) 17.47M +6.1M (+53.1%) 0.72% -0.367 pp 0.01% +0.003 pp USD17.50 +11.3% 3 qtrs
12 HB WEALTH MANAGEMENT, LLC 892.6K +832.1K (+1,375.7%) 17.39M +16.4M (+1,721.2%) 0.71% +0.622 pp 0.11% +0.106 pp USD19.23 +1.3% 2 qtrs
13 GOLDMAN SACHS GROUP INC 876.1K +48.0K (+5.8%) 17.07M +4.0M (+30.6%) 0.70% -0.541 pp 0.00% +0.001 pp USD20.13 -3.2% 3 qtrs
14 GEODE CAPITAL MANAGEMENT, LLC 688.6K +10.7K (+1.6%) 13.42M +2.7M (+25.4%) 0.55% -0.465 pp 0.00% +0.000 pp USD16.73 +16.4% 3 qtrs
15 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 675.4K +675.4K (+100.0%) 13.16M +13.2M (+100.0%) 0.54% +0.539 pp 0.01% +0.008 pp USD19.48 +0.0% 1 qtrs NEW
16 LAZARD ASSET MANAGEMENT LLC 668.2K +668.2K (+100.0%) 13.02M +13.0M (+100.0%) 0.53% +0.534 pp 0.02% +0.022 pp USD19.48 +0.0% 1 qtrs NEW
17 MERIT FINANCIAL GROUP, LLC 550.5K +550.5K (+100.0%) 10.72M +10.7M (+100.0%) 0.44% +0.440 pp 0.09% +0.086 pp USD19.48 +0.0% 1 qtrs NEW
18 STATE STREET CORP 546.4K +40.7K (+8.0%) 10.64M +2.7M (+33.3%) 0.44% -0.321 pp 0.00% +0.000 pp USD16.06 +21.3% 2 qtrs
19 POINT72 ASSET MANAGEMENT, L.P. 546.4K +13.0K (+2.4%) 10.64M +2.2M (+26.4%) 0.44% -0.363 pp 0.01% -0.002 pp USD17.37 +12.1% 3 qtrs
20 MARSHALL WACE, LLP 526.8K +16.5K (+3.2%) 10.26M +2.2M (+27.3%) 0.42% -0.344 pp 0.01% +0.001 pp USD16.45 +18.4% 3 qtrs
21 BANK OF AMERICA CORP /DE/ 517.5K +359.4K (+227.4%) 10.08M +7.6M (+304.0%) 0.41% +0.176 pp 0.00% +0.001 pp USD20.15 -3.3% 3 qtrs
22 FEDERATED HERMES, INC. 501.0K -99.0K (-16.5%) 9.76M +287.9K (+3.0%) 0.40% -0.499 pp 0.02% 0.000 pp USD15.79 +23.4% 2 qtrs
23 NUVEEN, LLC 498.0K +466.8K (+1,496.9%) 9.70M +9.2M (+1,870.8%) 0.40% +0.351 pp 0.00% +0.002 pp USD19.25 +1.2% 2 qtrs
24 WALLEYE CAPITAL LLC 452.9K +287.5K (+173.8%) 8.82M +6.2M (+237.9%) 0.36% +0.114 pp 0.03% +0.017 pp USD18.77 +3.8% 3 qtrs
25 MORGAN STANLEY 447.2K +133.8K (+42.7%) 8.71M +3.8M (+76.1%) 0.36% -0.112 pp 0.00% +0.000 pp USD18.46 +5.5% 3 qtrs
26 JPMORGAN CHASE & CO 427.9K +416.9K (+3,799.6%) 8.34M +8.2M (+4,712.4%) 0.34% +0.325 pp 0.00% +0.001 pp USD19.39 +0.5% 2 qtrs
27 BURKEHILL GLOBAL MANAGEMENT, LP 400.0K +— (+0.0%) 7.79M +1.5M (+23.4%) 0.32% -0.280 pp 0.51% +0.155 pp USD21.66 -10.1% 3 qtrs
28 GHISALLO CAPITAL MANAGEMENT LLC 400.0K +— (+0.0%) 7.79M +1.5M (+23.4%) 0.32% -0.280 pp 0.35% +0.141 pp USD21.66 -10.1% 3 qtrs
29 FIFTH THIRD BANCORP 381.5K +381.5K (+529,826.4%) 7.43M +7.4M (+653,597.1%) 0.30% +0.305 pp 0.02% +0.024 pp USD19.48 +0.0% 2 qtrs
30 EMERALD MUTUAL FUND ADVISERS TRUST 368.2K +165.5K (+81.6%) 7.17M +4.0M (+124.1%) 0.29% -0.010 pp 0.35% +0.184 pp USD20.68 -5.8% 3 qtrs
31 FIRST AMERICAN BANK 363.4K +363.4K (+100.0%) 7.08M +7.1M (+100.0%) 0.29% +0.290 pp 0.43% +0.429 pp USD19.48 +0.0% 1 qtrs NEW
32 SEI INVESTMENTS CO 315.8K +96.5K (+44.0%) 6.15M +2.7M (+77.7%) 0.25% -0.076 pp 0.01% +0.002 pp USD17.79 +9.5% 3 qtrs
33 ALLWORTH FINANCIAL LP 306.7K +306.7K (+100.0%) 5.98M +6.0M (+100.0%) 0.24% +0.245 pp 0.02% +0.025 pp USD19.48 +0.0% 1 qtrs NEW
34 BARCLAYS PLC 305.0K +267.2K (+708.1%) 5.94M +5.3M (+897.3%) 0.24% +0.187 pp 0.00% +0.001 pp USD19.26 +1.1% 3 qtrs
35 FOURTHOUGHT FINANCIAL PARTNERS, LLC 302.5K +302.5K (+100.0%) 5.89M +5.9M (+100.0%) 0.24% +0.242 pp 0.50% +0.498 pp USD19.48 +0.0% 1 qtrs NEW
36 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 300.0K +— (+0.0%) 5.84M +1.1M (+23.4%) 0.24% -0.210 pp 0.01% +0.001 pp USD21.66 -10.1% 3 qtrs
37 VOYA INVESTMENT MANAGEMENT LLC 267.1K +267.1K (+100.0%) 5.20M +5.2M (+100.0%) 0.21% +0.213 pp 0.01% +0.005 pp USD19.48 +0.0% 3 qtrs
38 ALYESKA INVESTMENT GROUP, L.P. 259.0K -300.0K (-53.7%) 5.04M -3.8M (-42.8%) 0.21% -0.630 pp 0.01% -0.012 pp USD17.81 +9.4% 3 qtrs
39 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 252.1K +38.7K (+18.1%) 4.91M +1.5M (+45.8%) 0.20% -0.118 pp 0.00% +0.000 pp USD16.36 +19.1% 2 qtrs
40 WOODLINE PARTNERS LP 229.8K +229.8K (+100.0%) 4.48M +4.5M (+100.0%) 0.18% +0.184 pp 0.02% +0.017 pp USD19.48 +0.0% 3 qtrs
41 GREAT LAKES ADVISORS, LLC 212.7K +15.4K (+7.8%) 4.14M +1.0M (+33.1%) 0.17% -0.126 pp 0.03% +0.008 pp USD16.06 +21.3% 2 qtrs
42 NORTHERN TRUST CORP 197.0K -3.6K (-1.8%) 3.84M +670.6K (+21.2%) 0.16% -0.143 pp 0.00% +0.000 pp USD15.79 +23.4% 2 qtrs
43 QUANTBOT TECHNOLOGIES LP 192.5K +137.3K (+248.9%) 3.75M +2.9M (+330.6%) 0.15% +0.071 pp 0.12% +0.101 pp USD18.42 +5.8% 2 qtrs
44 COUNTERPOINT MUTUAL FUNDS LLC 189.6K +189.6K (+100.0%) 3.69M +3.7M (+100.0%) 0.15% +0.151 pp 0.27% +0.274 pp USD19.48 +0.0% 1 qtrs NEW
45 TREXQUANT INVESTMENT LP 173.5K +173.5K (+100.0%) 3.38M +3.4M (+100.0%) 0.14% +0.139 pp 0.03% +0.030 pp USD19.48 +0.0% 1 qtrs NEW
46 APOLLON WEALTH MANAGEMENT, LLC 171.5K +171.5K (+100.0%) 3.34M +3.3M (+100.0%) 0.14% +0.137 pp 0.06% +0.058 pp USD19.48 +0.0% 1 qtrs NEW
47 AVANTAX PLANNING PARTNERS, INC. 168.4K +149.9K (+812.6%) 3.28M +3.0M (+1,026.2%) 0.13% +0.107 pp 0.09% +0.083 pp USD19.08 +2.1% 2 qtrs
48 RAYMOND JAMES FINANCIAL INC 163.0K -1.3M (-88.6%) 3.17M -19.3M (-85.9%) 0.13% -2.004 pp 0.00% -0.006 pp USD21.66 -10.1% 3 qtrs
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 159.4K +7.3K (+4.8%) 3.11M +703.5K (+29.3%) 0.13% -0.101 pp 0.00% +0.000 pp USD15.96 +22.1% 2 qtrs
50 JANE STREET GROUP, LLC 151.9K +151.9K (+100.0%) 2.96M +3.0M (+100.0%) 0.12% +0.121 pp 0.00% +0.000 pp USD19.48 +0.0% 1 qtrs NEW
51 TWO SIGMA INVESTMENTS, LP 139.9K -221.0K (-61.2%) 2.73M -3.0M (-52.2%) 0.11% -0.429 pp 0.00% -0.005 pp USD15.99 +21.8% 3 qtrs
52 TUDOR INVESTMENT CORP ET AL 137.9K +137.9K (+100.0%) 2.69M +2.7M (+100.0%) 0.11% +0.110 pp 0.01% +0.005 pp USD19.48 +0.0% 3 qtrs
53 PRUDENTIAL FINANCIAL INC 131.0K +131.0K (+100.0%) 2.55M +2.6M (+100.0%) 0.10% +0.105 pp 0.00% +0.003 pp USD19.48 +0.0% 1 qtrs NEW
54 ALDEN GLOBAL CAPITAL LLC 130.0K +130.0K (+100.0%) 2.53M +2.5M (+100.0%) 0.10% +0.104 pp 1.19% +1.192 pp USD19.48 +0.0% 1 qtrs NEW
55 ANCORA ADVISORS, LLC 121.0K +121.0K (+100.0%) 2.36M +2.4M (+100.0%) 0.10% +0.097 pp 0.05% +0.049 pp USD19.48 +0.0% 1 qtrs NEW
56 CYNDEO WEALTH PARTNERS, LLC 114.7K +114.7K (+100.0%) 2.23M +2.2M (+100.0%) 0.09% +0.092 pp 0.12% +0.121 pp USD19.48 +0.0% 1 qtrs NEW
57 UBS GROUP AG 108.9K -37.8K (-25.8%) 2.12M -194.3K (-8.4%) 0.09% -0.133 pp 0.00% +0.000 pp USD19.88 -2.0% 3 qtrs
58 JACOBS LEVY EQUITY MANAGEMENT, INC 106.4K +43.5K (+69.3%) 2.07M +1.1M (+108.9%) 0.08% -0.009 pp 0.01% +0.004 pp USD17.30 +12.6% 2 qtrs
59 AXIS WEALTH PARTNERS, LLC 101.8K +101.8K (+100.0%) 1.98M +2.0M (+100.0%) 0.08% +0.081 pp 1.09% +1.095 pp USD19.48 +0.0% 1 qtrs NEW
60 VESTMARK ADVISORY SOLUTIONS, INC. 100.8K +100.8K (+100.0%) 1.96M +2.0M (+100.0%) 0.08% +0.081 pp 0.03% +0.027 pp USD19.48 +0.0% 1 qtrs NEW
61 PENSIONMARK FINANCIAL GROUP, LLC 100.8K +100.8K (+100.0%) 1.96M +2.0M (+100.0%) 0.08% +0.081 pp 0.03% +0.032 pp USD19.48 +0.0% 1 qtrs NEW
62 LPL FINANCIAL LLC 97.4K -3.0K (-3.0%) 1.90M +313.0K (+19.7%) 0.08% -0.073 pp 0.00% +0.000 pp USD21.66 -10.1% 3 qtrs
63 BLACKHAWK CAPITAL PARTNERS LLC. 93.5K +93.5K (+100.0%) 1.82M +1.8M (+100.0%) 0.07% +0.075 pp 0.68% +0.684 pp USD19.48 +0.0% 1 qtrs NEW
64 SUNCOAST EQUITY MANAGEMENT 91.5K +91.5K (+100.0%) 1.78M +1.8M (+100.0%) 0.07% +0.073 pp 0.18% +0.180 pp USD19.48 +0.0% 1 qtrs NEW
65 ZIMMER PARTNERS, LP 90.7K -46.8K (-34.1%) 1.77M -404.3K (-18.6%) 0.07% -0.134 pp 0.05% 0.000 pp USD21.66 -10.1% 3 qtrs
66 WAVERLY ADVISORS, LLC 85.1K +85.1K (+100.0%) 1.66M +1.7M (+100.0%) 0.07% +0.068 pp 0.01% +0.013 pp USD19.48 +0.0% 1 qtrs NEW
67 CERTUITY, LLC 79.7K +79.7K (+100.0%) 1.55M +1.6M (+100.0%) 0.06% +0.064 pp 0.10% +0.098 pp USD19.48 +0.0% 1 qtrs NEW
68 HRT FINANCIAL LP 74.7K +74.7K (+100.0%) 1.45M +1.5M (+100.0%) 0.06% +0.060 pp 0.00% +0.005 pp USD19.48 +0.0% 1 qtrs NEW
69 INTERVAL PARTNERS, LP 72.2K -13.6K (-15.8%) 1.41M +52.3K (+3.9%) 0.06% -0.071 pp 0.03% +0.003 pp USD21.66 -10.1% 3 qtrs
70 SHAY CAPITAL LLC 67.5K -25.0K (-27.0%) 1.31M -145.2K (-9.9%) 0.05% -0.085 pp 0.14% +0.009 pp USD15.79 +23.4% 2 qtrs
71 NEWEDGE ADVISORS, LLC 65.5K +65.5K (+100.0%) 1.28M +1.3M (+100.0%) 0.05% +0.052 pp 0.00% +0.005 pp USD19.48 +0.0% 1 qtrs NEW
72 LONGAEVA PARTNERS L.P. 63.0K -18.1K (-22.3%) 1.23M -52.7K (-4.1%) 0.05% -0.071 pp 0.10% -0.082 pp USD19.08 +2.1% 3 qtrs
73 MAN GROUP PLC 61.8K +30.4K (+96.8%) 1.20M +708.1K (+142.9%) 0.05% +0.002 pp 0.00% +0.001 pp USD18.53 +5.1% 3 qtrs
74 EMERALD ADVISERS, LLC 61.1K +22.8K (+59.4%) 1.19M +585.7K (+96.7%) 0.05% -0.009 pp 0.04% +0.017 pp USD20.30 -4.0% 3 qtrs
75 BANK OF NEW YORK MELLON CORP 60.3K +7.8K (+14.8%) 1.18M +345.9K (+41.7%) 0.05% -0.031 pp 0.00% +0.000 pp USD16.27 +19.7% 2 qtrs
76 NEW VERNON INVESTMENT MANAGEMENT LLC 56.4K +56.4K (+100.0%) 1.10M +1.1M (+100.0%) 0.05% +0.045 pp 1.07% +1.069 pp USD19.48 +0.0% 1 qtrs NEW
77 FLAHARTY ASSET MANAGEMENT, LLC 53.9K +53.9K (+100.0%) 1.05M +1.1M (+100.0%) 0.04% +0.043 pp 0.13% +0.131 pp USD19.48 +0.0% 1 qtrs NEW
78 RENAISSANCE TECHNOLOGIES LLC 51.1K -88.8K (-63.5%) 995.6K -1.2M (-54.9%) 0.04% -0.169 pp 0.00% -0.001 pp USD15.79 +23.4% 2 qtrs
79 STATE OF WISCONSIN INVESTMENT BOARD 51.0K +51.0K (+100.0%) 993.6K +993.6K (+100.0%) 0.04% +0.041 pp 0.00% +0.002 pp USD19.48 +0.0% 1 qtrs NEW
80 SWISS NATIONAL BANK 49.6K +49.6K (+100.0%) 966.2K +966.2K (+100.0%) 0.04% +0.040 pp 0.00% +0.001 pp USD19.48 +0.0% 1 qtrs NEW
81 AQR CAPITAL MANAGEMENT LLC 47.6K +47.6K (+100.0%) 927.4K +927.4K (+100.0%) 0.04% +0.038 pp 0.00% +0.001 pp USD19.48 +0.0% 1 qtrs NEW
82 VIDENT ADVISORY, LLC 44.1K +44.1K (+100.0%) 859.0K +859.0K (+100.0%) 0.04% +0.035 pp 0.01% +0.008 pp USD19.48 +0.0% 1 qtrs NEW
83 PRELUDE CAPITAL MANAGEMENT, LLC 41.5K +41.5K (+100.0%) 808.8K +808.8K (+100.0%) 0.03% +0.033 pp 0.06% +0.060 pp USD19.48 +0.0% 1 qtrs NEW
84 CONCURRENT INVESTMENT ADVISORS, LLC 40.5K +40.5K (+100.0%) 788.9K +788.9K (+100.0%) 0.03% +0.032 pp 0.01% +0.009 pp USD19.48 +0.0% 1 qtrs NEW
85 NORGES BANK 40.0K +40.0K (+100.0%) 779.2K +779.2K (+100.0%) 0.03% +0.032 pp 0.00% +0.000 pp USD19.48 +0.0% 1 qtrs NEW
86 CAPROCK GROUP, LLC 39.1K +39.1K (+100.0%) 762.3K +762.3K (+100.0%) 0.03% +0.031 pp 0.02% +0.016 pp USD19.48 +0.0% 1 qtrs NEW
87 PDS PLANNING, INC 36.7K +36.7K (+100.0%) 714.2K +714.2K (+100.0%) 0.03% +0.029 pp 0.05% +0.048 pp USD19.48 +0.0% 1 qtrs NEW
88 VERITION FUND MANAGEMENT LLC 36.3K -17.4K (-32.3%) 706.9K -139.8K (-16.5%) 0.03% -0.051 pp 0.00% -0.001 pp USD15.79 +23.4% 2 qtrs
89 AQUATIC CAPITAL MANAGEMENT LLC 35.5K +35.5K (+100.0%) 690.6K +690.6K (+100.0%) 0.03% +0.028 pp 0.02% +0.020 pp USD19.48 +0.0% 1 qtrs NEW
90 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 35.4K +35.4K (+100.0%) 690.4K +690.4K (+100.0%) 0.03% +0.028 pp 0.00% +0.001 pp USD19.48 +0.0% 3 qtrs
91 RUSSELL INVESTMENTS GROUP, LTD. 34.0K -18.1K (-34.7%) 662.9K -160.3K (-19.5%) 0.03% -0.051 pp 0.00% 0.000 pp USD21.66 -10.1% 3 qtrs
92 STRS OHIO 33.3K +28.4K (+579.6%) 648.7K +571.3K (+738.7%) 0.03% +0.019 pp 0.00% +0.002 pp USD18.94 +2.9% 2 qtrs
93 JUMP FINANCIAL, LLC 33.2K +33.2K (+100.0%) 646.0K +646.0K (+100.0%) 0.03% +0.027 pp 0.01% +0.008 pp USD19.48 +0.0% 1 qtrs NEW
94 WELLS FARGO & COMPANY/MN 29.8K +10.7K (+56.4%) 580.6K +279.7K (+93.0%) 0.02% -0.005 pp 0.00% +0.000 pp USD17.12 +13.8% 2 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.21
Bearish
Ratio by volume
0.06
Bearish
Buys
16
Sells
75
Shares acquired
241.8K
Shares disposed
4.17M
Cash buys
Cash sales
58.00
Net activity
-3,924,556
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-20 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 18,279 18.78 343.3K 1,165,021 I
2026-05-20 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 184,817 18.78 3.47M 34,971,348 I
2026-05-19 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 27,000 18.97 512.2K 1,183,300 I
2026-05-19 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 273,000 18.97 5.18M 35,156,165 I
2026-05-18 Wright Andrew Pardo Director S-Sale D Common Stock 10,086 19.00 191.6K 80,000 I
2026-05-18 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 45,000 19.06 857.7K 1,210,300 I
2026-05-18 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 455,000 19.06 8.67M 35,429,165 I
2026-05-18 LARSON MATTHEW PAUL Officer M-Exempt D Stock Option (Right to Buy) 16,250 0.79 12.8K 22,748 D
2026-05-15 Wright Andrew Pardo Director S-Sale D Common Stock 10,000 18.75 187.5K 90,086 I
2026-05-15 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 26,692 18.84 502.9K 1,255,300 I
2026-05-15 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 269,881 18.84 5.08M 35,884,165 I
2026-05-11 ROHDE STEPHEN L Director M-Exempt A Common Stock 5,000 0.00 9.00 5,000 D
2026-05-11 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 9,000 18.76 168.8K 1,281,992 I
2026-05-11 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 91,000 18.76 1.71M 36,154,046 I
2026-05-11 LARSON MATTHEW PAUL Officer M-Exempt A Common Stock 11,250 0.79 8.9K 11,250 D
2026-05-07 Wright Andrew Pardo Director S-Sale D Common Stock 6,316 18.90 119.4K 100,086 I
2026-05-07 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 17,141 18.81 322.4K 1,290,992 I
2026-05-07 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 173,317 18.81 3.26M 36,245,046 I
2026-05-06 Gries Robert JR Director S-Sale D Common Stock 28,212 18.70 527.6K 1,861,993 I
2026-05-05 Gries Robert JR Director S-Sale D Common Stock 28,212 18.55 523.3K 1,890,205 I
2026-05-04 Omiridis Anastasios Officer S-Sale D Common Stock 9,000 18.55 167.0K 330 D
2026-05-04 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 6,647 18.88 125.5K 1,308,133 I
2026-05-04 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 67,205 18.88 1.27M 36,418,363 I
2026-05-04 LARSON MATTHEW PAUL Officer M-Exempt A Common Stock 5,000 0.79 4.0K 5,000 D
2026-05-01 Wright Andrew Pardo Director S-Sale D Common Stock 15,000 18.75 281.3K 206,837 I
2026-05-01 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 8,450 18.77 158.6K 1,314,780 I
2026-05-01 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 85,436 18.77 1.60M 36,485,568 I
2026-04-30 Omiridis Anastasios Officer M-Exempt A Common Stock 15,384 0.00 15,384 D
2026-04-30 Lucas Shannon Director / Officer / 10% Owner M-Exempt D Restricted Stock Unit 22,918 0.00 185,307 I
2026-04-30 Lucas Bruce Director / Officer / 10% Owner M-Exempt D Restricted Stock Unit 22,918 0.00 185,307 I
2026-04-29 POWELL CHARLES WILLIAM Officer S-Sale D Common Stock 18,723 20.03 375.0K 2,080 D
2026-04-29 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 18,917 19.24 364.0K 1,323,230 I
2026-04-29 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 191,276 19.24 3.68M 36,571,004 I
2026-04-29 LARSON MATTHEW PAUL Officer M-Exempt D Stock Option (Right to Buy) 44,752 0.79 35.4K 55,248 D
2026-04-28 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 15,251 18.94 288.9K 1,342,147 I
2026-04-28 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 154,207 18.94 2.92M 36,762,280 I
2026-04-27 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 13,500 18.75 253.1K 1,357,398 I
2026-04-27 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 136,500 18.75 2.56M 36,916,487 I
2026-04-27 LARSON MATTHEW PAUL Officer M-Exempt A Common Stock 1,250 0.79 987.50 1,250 D
2026-04-20 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 11,676 19.55 228.3K 1,370,898 I
2026-04-20 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 118,055 19.55 2.31M 37,052,987 I
2026-04-20 LARSON MATTHEW PAUL Officer M-Exempt A Common Stock 11,250 0.79 8.9K 11,250 D
2026-04-16 LARSON MATTHEW PAUL Officer M-Exempt D Stock Option (Right to Buy) 8,750 0.79 6.9K 12,500 D
2026-04-14 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 18,874 18.04 340.5K 1,382,574 I
2026-04-14 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 190,836 18.04 3.44M 37,171,042 I
2026-04-13 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 25,621 18.05 462.5K 1,401,448 I
2026-04-13 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 259,055 18.05 4.68M 37,361,878 I
2026-04-13 LARSON MATTHEW PAUL Officer M-Exempt D Stock Option (Right to Buy) 10,000 0.79 7.9K 21,250 D
2026-04-09 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 27,069 18.11 490.2K 1,427,069 I
2026-04-09 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 273,702 18.11 4.96M 37,620,933 I
2026-04-08 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 12,008 18.01 216.3K 1,454,138 I
2026-04-08 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 121,414 18.01 2.19M 37,894,635 I
2026-04-07 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 11,283 18.00 203.1K 1,466,146 I
2026-04-07 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 114,077 18.00 2.05M 38,016,049 I
2026-04-07 Gries Robert JR Director S-Sale D Common Stock 28,212 18.02 508.4K 1,918,417 I
2026-04-06 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 13,500 18.09 244.2K 1,477,429 I
2026-04-06 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 136,500 18.09 2.47M 38,130,126 I
2026-04-06 LARSON MATTHEW PAUL Officer S-Sale D Common Stock 11,250 18.00 202.5K 0 D
2026-04-06 Gries Robert JR Director S-Sale D Common Stock 28,212 18.06 509.5K 1,946,629 I
2026-04-01 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 868 18.01 15.6K 1,490,929 I
2026-04-01 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 8,771 18.01 158.0K 38,266,626 I
2026-03-31 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 24,429 18.10 442.2K 1,491,797 I
2026-03-31 Lucas Bruce Director / Officer / 10% Owner M-Exempt D Restricted Stock Unit 22,919 0.00 208,225 I
2026-03-30 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 13,389 18.09 242.2K 1,516,226 I
2026-03-30 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 135,376 18.09 2.45M 38,522,405 I
2026-03-30 LARSON MATTHEW PAUL Officer M-Exempt A Common Stock 11,250 0.79 8.9K 11,250 D
2026-03-26 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 17,677 18.04 318.9K 1,529,615 I
2026-03-26 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 178,733 18.04 3.22M 38,657,781 I
2026-03-24 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 5,816 18.00 104.7K 1,547,292 I
2026-03-24 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 58,803 18.00 1.06M 38,836,514 I
2026-03-24 LARSON MATTHEW PAUL Officer M-Exempt D Stock Option (Right to Buy) 11,250 0.79 8.9K 53,750 D
2026-03-18 Gries Robert JR Director S-Sale D Common Stock 28,212 17.85 503.6K 1,974,841 I
2026-03-17 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 9,763 18.44 180.0K 1,553,108 I
2026-03-17 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 98,716 18.44 1.82M 38,895,317 I
2026-03-17 Gries Robert JR Director S-Sale D Common Stock 28,212 18.35 517.7K 2,003,053 I
2026-03-16 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 22,500 18.13 407.9K 1,562,871 I
2026-03-16 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 227,500 18.13 4.12M 38,994,033 I
2026-03-16 LARSON MATTHEW PAUL Officer M-Exempt D Stock Option (Right to Buy) 11,250 0.79 8.9K 65,000 D
2026-03-13 ROHDE STEPHEN L Director M-Exempt D Stock Option (Right to Buy) 10,000 0.00 18.00 7,500 D
2026-03-11 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 270 17.42 4.7K 1,585,371 I
2026-03-11 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 2,730 17.42 47.6K 39,221,533 I
2026-03-10 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 11,700 17.80 208.3K 1,585,641 I
2026-03-10 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 118,300 17.80 2.11M 39,224,263 I
2026-03-09 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 11,700 18.23 213.3K 1,597,341 I
2026-03-09 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 118,300 18.23 2.16M 39,342,563 I
2026-03-06 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 23,884 18.59 444.0K 1,609,041 I
2026-03-06 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 241,493 18.59 4.49M 39,460,863 I
2026-03-05 Lucas Shannon Director / Officer / 10% Owner S-Sale D Common Stock 17,075 19.37 330.7K 1,632,925 I
2026-03-05 Lucas Bruce Director / Officer / 10% Owner S-Sale D Common Stock 172,644 19.37 3.34M 39,702,356 I
2026-03-04 ROHDE STEPHEN L Director M-Exempt A Common Stock 5,000 0.00 9.00 5,000 D
2026-03-03 ROHDE STEPHEN L Director M-Exempt D Stock Option (Right to Buy) 5,000 0.00 9.00 22,500 D
2026-03-03 LARSON MATTHEW PAUL Officer M-Exempt D Stock Option (Right to Buy) 11,250 0.79 8.9K 76,250 D
2026-03-01 POWELL CHARLES WILLIAM Officer Common Stock 0 0.00 20,803 D
2026-03-01 LARSON MATTHEW PAUL Officer Stock Option (Right to Buy) 252,500 1.38 348.5K 0 D
2026-02-28 Lucas Shannon Director / Officer / 10% Owner F-InKind D Common Stock 9,019 19.00 171.4K 194,201 D
2026-02-28 Lucas Bruce Director / Officer / 10% Owner M-Exempt A Common Stock 22,919 0.00 194,201 I
2026-02-27 ROHDE STEPHEN L Director S-Sale D Common Stock 9,335 18.83 175.8K 0 D
2026-02-27 Bruce Beth Witte Director S-Sale D Common Stock 25,000 18.94 473.5K 226,645 I
2026-02-25 Omiridis Anastasios Officer A-Award A Restricted Stock Unit 15,384 0.00 15,384 D
2026-02-23 Wright Andrew Pardo Director J-Other D Common Stock 100,435 0.00 106,402 I
2026-01-31 Lucas Shannon Director / Officer / 10% Owner F-InKind D Common Stock 9,407 17.23 162.1K 180,302 D
2026-01-31 Lucas Bruce Director / Officer / 10% Owner F-InKind D Common Stock 9,352 17.23 161.1K 1,109,747 D
2025-12-31 Lucas Shannon Director / Officer / 10% Owner M-Exempt D Restricted Stock Unit 22,918 0.00 276,981 I
2025-12-31 Lucas Bruce Director / Officer / 10% Owner M-Exempt A Common Stock 22,918 0.00 166,790 I
2025-12-31 Gries Robert JR Director M-Exempt D Restricted Stock Unit 1,565 0.00 0 D
2025-12-01 Omiridis Anastasios 0 0.00 0
2025-11-30 Lucas Shannon Director / Officer / 10% Owner M-Exempt A Common Stock 22,918 0.00 252,100 D
2025-11-30 Lucas Bruce Director / Officer / 10% Owner M-Exempt A Common Stock 22,918 0.00 252,100 I
2025-11-30 Gries Robert JR Director M-Exempt D Restricted Stock Unit 1,567 0.00 1,565 D
2025-10-31 Lucas Shannon Director / Officer / 10% Owner M-Exempt A Common Stock 22,918 0.00 1,158,572 I
2025-10-31 Lucas Bruce Director / Officer / 10% Owner M-Exempt A Common Stock 22,918 0.00 1,158,572 D
2025-10-31 Gries Robert JR Director M-Exempt A Common Stock 1,567 0.00 840,672 D
2025-09-30 Lucas Shannon Director / Officer / 10% Owner M-Exempt D Restricted Stock Unit 22,918 0.00 345,735 I
2025-09-30 Lucas Bruce Director / Officer / 10% Owner M-Exempt A Common Stock 22,918 0.00 1,135,654 D
2025-09-30 Gries Robert JR Director M-Exempt D Restricted Stock Unit 1,567 0.00 4,699 D

Executive team

Top executives
EBIT / Employee
1.51M
Shares Outstanding
114.56M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Bruce Lucas Chairman and Chief Executive Officer 952.8K 3.00M 36.7K 3.99M 0.00%
2 2025 Shannon Lucas President and Chief Operating Officer 714.6K 1.60M 28.7K 2.34M 0.00%
3 2025 Jesse Schalk Former Chief Financial Officer 617.4K 47.1K 664.5K 0.00%
4 2025 Andy Omiridis Chief Financial Officer 37.5K 350.0K 387.5K 0.00%
5 2024 Bruce Lucas Chairman and Chief Executive Officer 898.9K 14.42M 5.85M 16.5K 21.19M 27.61%
6 2024 Shannon Lucas President and Chief Operating Officer 674.2K 10.00M 5.85M 16.2K 16.54M 35.38%
7 2024 Jesse Schalk Former Chief Financial Officer 630.0K 1.50M 1.17M 16.6K 3.32M 35.28%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-28 DEFA14A
2026-04-28 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-22 4
2026-05-22 4
2026-05-19 4
2026-05-19 4
2026-05-19 4
2026-05-19 4
2026-05-13 4
2026-05-13 4
2026-05-11 4
2026-05-11 4

Executive team

NameTitleCompensationGender
Bruce Thomas Lucas Founder, Chief Executive Officer & Chairman 4M male
Shannon Elizabeth Lucas Co-Founder, Chief Operating Officer, President & Director 2M female
Anastasios George Omiridis Chief Financial Officer 800.0K male
Gauthaman Krishnamurthy Chief Information Officer male
John C. Devoe Chief Claim Officer male
John Russell McCollough FCAS MAAA Chief Actuary male
Matt Larson Chief Risk Officer male
Rachel Carr Chief Marketing Officer female
Shannon Gougis Chief People Officer female
Vern Kirchhoff Senior Vice President of Data Analytics male
Charles Powell Chief Revenue Officer male
Chas Powell Chief Revenue Officer male
ESG Rating
A+
INSURANCE - PROPERTY & CASUALTY
Rank: 1 out of 67
2026
E (Environmental)
95.9 / 49.4
Company / Sector avg.
S (Social)
98.3 / 57.3
Company / Sector avg.
G (Governance)
83.0 / 59.8
Company / Sector avg.
ESG Total
92.4 / 55.5
Company / Sector avg.
ESG Score History INSURANCE - PROPERTY & CASUALTY
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits