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SelectQuote, Inc. (SLQT)

USD0.78 +0.04 (+4.92%)
US NYSE Financial Services Insurance - Brokers
Address 6800 West 115th Street 66211
Overland Park, KS, US
CEO Timothy Robert Danker
IPO 2020-05-21
CIK 1794783 ISIN US8163073005

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Description

SelectQuote, Inc. operates as a tech-driven, direct-to-consumer marketplace, offering a wide spectrum of insurance products to individuals throughout the United States. These policies are underwritten by a variety of insurance carriers. The company structures its operations across three core divisions: Senior, Life, and Auto & Home. Within its Senior segment, SelectQuote provides access to a comprehensive suite of health policies, including Medicare Advantage, Medicare Supplement, and Medicare Part D plans. This segment also features ancillary coverages such as prescription drug plans, dental, vision, and hearing benefits. The Life division concentrates on term life insurance offerings, while the Auto & Home segment delivers personal automobile, homeowners', and general casualty insurance solutions. Established in 1999, SelectQuote, Inc. is headquartered in Overland Park, Kansas.

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
USD0.78 +0.04 (+4.92%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.61
Float Shares
137.22M
Free Float %
77.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.88% -16.53% +54.06% +19.85% -37.65% -28.37% -57.02% -32.67% -95.39% -96.26% -96.26%
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 (11 ratings, all time) Hold
Price Targets & DCF
Current price
0.78
Low 3.00 +285.3%
Consensus 4.00 +413.7%
Median 4.00 +413.7%
High 5.00 +542.1%
Ratings Trend (MoM) 50% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
4.00
+413.7%
All Time 5
2.90
+272.4%
Quality scores
Altman Z-Score
1.68
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
A+
Overall Score
5 / 5
High
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Brokers: +8.0%
    +15.5% Q1'26: +5.6% (vs Q1'25)
  • EPS growth Insurance - Brokers: +30.1%
    +106.7% Q1'26: -8.3% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Brokers: +26.6%
    -0.4% Q1'26: +11.2% (vs Q1'25)
  • EBIT margin Insurance - Brokers: +19.1%
    +8.4% Q1'26: +8.5% (vs Q1'25)
  • ROIC Insurance - Brokers: +6.4%
    +13.1% Q1'26: +12.9% (vs Q1'25)
  • Share dilution Insurance - Brokers: -0.6%
    +7.9% Q1'26: +9.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Brokers: -0.02×
    2.80× Q1'26: 2.46× (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 (1.61) × ERP
WACC = 31% × Ke + 69% × Kd (19.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 0.78
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 Jun 2020
actual
Jun 2021
actual
Jun 2022
actual
Jun 2023
actual
Jun 2024
actual
Jun 2025
actual
Jun 2026
3 Rev. Ana.
1 EPS Ana.
Jun 2027
3 Rev. Ana.
1 EPS Ana.
Revenue
529.34M
est: 509.77M (+3.8%)
929.98M
est: 936.97M (-0.7%)
764.05M
est: 829.36M (-7.9%)
1.00B
est: 965.36M (+3.9%)
1.32B
est: 1.29B (+2.7%)
1.53B
est: 1.52B (+0.7%)
1.65B
1.61B – 1.67B
+8.9% YoY
1.74B
1.70B – 1.76B
+5.3% YoY
EBITDA
136.57M
est: 218.0K (+62,537.1%)
203.48M
est: 400.8K (+50,672.8%)
-321.49M
est: -552.31M (+41.8%)
39.34M
est: -556.35M (+107.1%)
89.48M
est: 550.7K (+16,148.6%)
148.36M
est: 648.2K (+22,787.7%)
705.7K
690.3K – 714.5K
+8.9% YoY
743.4K
727.2K – 752.7K
+5.3% YoY
EBIT
128.58M
est: -10.98M (+1,271.1%)
187.34M
est: -20.18M (+1,028.3%)
-346.21M
est: -518.43M (+33.2%)
11.46M
est: -537.92M (+102.1%)
64.49M
est: -27.73M (+332.5%)
127.90M
est: -32.64M (+491.8%)
-35.53M
-35.98M – -34.76M
-8.9% YoY
-37.43M
-37.90M – -36.62M
-5.3% YoY
Net Income
79.48M
est: 83.74M (-5.1%)
124.86M
est: 152.56M (-18.2%)
-297.50M
est: -433.80M (+31.4%)
-58.54M
est: -47.11M (-24.3%)
-34.13M
est: -31.64M (-7.8%)
47.58M
est: -7.68M (+719.2%)
-9.49M
-9.71M – -9.28M
-23.5% YoY
-27.57M
-28.19M – -26.96M
-190.5% YoY
SGA
219.44M
est: 242.61M (-9.6%)
448.41M
est: 445.92M (+0.6%)
585.03M
est: 394.71M (+48.2%)
437.76M
est: 459.43M (-4.7%)
499.90M
est: 612.77M (-18.4%)
483.95M
est: 721.24M (-32.9%)
785.17M
768.09M – 795.03M
+8.9% YoY
827.13M
809.14M – 837.51M
+5.3% YoY
EPS
0.49
est: 0.46 (+6.4%)
0.77
est: 0.84 (-8.2%)
-1.81
est: -1.32 (-37.5%)
-0.35
est: -0.35 (+0.8%)
-0.20
est: -0.18 (-14.3%)
0.14
est: -0.04 (+429.4%)
-0.05
-0.05 – -0.05
-23.5% YoY
-0.15
-0.15 – -0.15
-190.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A+ 5/5 5/5 4/5 5/5 2/5 4/5 5/5
2026-05-08 S- 5/5 5/5 4/5 5/5 2/5 5/5 5/5
2026-05-07 A- 4/5 5/5 5/5 5/5 3/5 1/5 1/5
2026-05-06 A- 4/5 5/5 5/5 5/5 3/5 1/5 1/5
2026-05-05 A- 4/5 5/5 5/5 5/5 3/5 1/5 1/5
2026-05-04 A+ 4/5 5/5 4/5 5/5 2/5 4/5 4/5
2026-05-01 A+ 4/5 5/5 4/5 5/5 2/5 4/5 4/5
2026-04-30 A+ 4/5 5/5 4/5 5/5 2/5 4/5 4/5
2026-04-29 A+ 4/5 5/5 4/5 5/5 2/5 4/5 4/5
2026-04-28 A+ 4/5 5/5 4/5 5/5 2/5 4/5 4/5
2026-04-27 A+ 4/5 5/5 4/5 5/5 2/5 4/5 4/5
2026-04-24 A+ 4/5 5/5 4/5 5/5 2/5 4/5 4/5
2026-04-23 A+ 4/5 5/5 4/5 5/5 2/5 4/5 4/5
2026-04-22 A+ 4/5 5/5 4/5 5/5 2/5 4/5 4/5
2026-04-21 A+ 4/5 5/5 4/5 5/5 2/5 4/5 4/5
2026-04-20 A+ 4/5 5/5 4/5 5/5 2/5 4/5 4/5
2026-04-17 A+ 4/5 5/5 4/5 5/5 2/5 4/5 4/5
2026-04-16 A+ 4/5 5/5 4/5 5/5 2/5 4/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
16.04M
OE per share TTM
0.12
Owner's Yield
8.55%
Maintenance CapEx ratio
6.43%
Maint CapEx / Avg PPE
4.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
30
Total invested
1.58M
Insider transactions (90d)
0
Beneficial owners (>5%)
12
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 19.31M 11.80% 19.19M 19.31M HC Delaware 2022-01-27
2 s 17.68M 10.80% 17.68M 17.68M 17.68M 17.68M OO Delaware 2022-01-14
3 Abrams Bison Investments, L.L.C. 12.00M 7.30% 12.00M 12.00M IA Delaware 2021-12-03
4 Abrams Bison Partners, L.P. 12.00M 7.30% 12.00M 12.00M PN Delaware 2021-12-03
5 Gavin Abrams 12.00M 7.30% 12.00M 12.00M HC, IN USA 2021-12-03
6 BEP III LLC 11.29M 6.90% 8.79M 5.00 8.79M 7.00 OO Delaware 2021-02-02
7 III LLC 8.88M 5.40% 8.88M 8.88M 8.88M 8.88M OO Delaware 2022-01-14
8 JPMORGAN CHASE & CO.13-2624428 8.70M 5.30% 8.24M 64.2K 8.63M 65.3K HC Delaware 2021-01-15
9 The Vanguard Group - 23-1945930 8.57M 5.27% 42.9K IA Pennsylvania For 2021-02-10
10 BEP III Co-Invest LLC 6.91M 4.20% 6.91M 6.91M 6.91M 6.91M OO Delaware 2022-01-14
11 SQ Co-investors LLC 1.89M 1.20% 1.89M 1.89M 1.89M 1.89M OO Delaware 2022-01-14
12 Charan J. Singh 10.00 7.00% 11.39M 11.39M IN USA 2021-02-26

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
30
-127 vs prev Q
New positions
5
Closed positions
129
Increased
12
Reduced
5
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 BLACKROCK, INC. 10.63M +425.2K (+4.2%) 14.99M -5.0M (-25.1%) 5.72% -0.073 pp 0.00% 0.000 pp USD2.22 -36.5% 6 qtrs
2 VANGUARD GROUP INC 8.09M -96.6K (-1.2%) 11.41M -4.6M (-28.9%) 4.36% -0.294 pp 0.00% 0.000 pp USD15.86 -91.1% 23 qtrs
3 ABRAMS BISON INVESTMENTS, LLC 7.91M +— (+0.0%) 11.15M -4.4M (-28.1%) 4.26% -0.234 pp 0.83% -0.389 pp USD11.02 -87.2% 18 qtrs
4 MARINER, LLC 6.36M -10.6K (-0.2%) 8.97M -3.5M (-28.2%) 3.42% -0.194 pp 0.01% -0.006 pp USD8.14 -82.7% 22 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 3.37M +39.6K (+1.2%) 4.75M -1.8M (-27.2%) 1.81% -0.077 pp 0.00% 0.000 pp USD13.60 -89.6% 22 qtrs
6 STATE STREET CORP 2.97M +7.0K (+0.2%) 4.19M -1.6M (-27.9%) 1.60% -0.084 pp 0.00% 0.000 pp USD15.82 -91.1% 22 qtrs
7 CAPTRUST FINANCIAL ADVISORS 2.08M +554.6K (+36.3%) 2.93M -57.6K (-1.9%) 1.12% +0.253 pp 0.01% -0.001 pp USD1.22 +15.6% 20 qtrs
8 DIMENSIONAL FUND ADVISORS LP 2.02M -278.2K (-12.1%) 2.85M -1.7M (-36.8%) 1.09% -0.218 pp 0.00% 0.000 pp USD2.99 -52.8% 18 qtrs
9 MILLENNIUM MANAGEMENT LLC 1.64M +1.4M (+530.1%) 2.31M +1.8M (+353.3%) 0.88% +0.734 pp 0.00% +0.001 pp USD1.53 -7.8% 23 qtrs
10 DIAMETRIC CAPITAL, LP 1.46M +789.0K (+116.9%) 2.06M +741.4K (+56.1%) 0.79% +0.405 pp 0.55% +0.063 pp USD1.77 -20.3% 8 qtrs
11 GUGGENHEIM CAPITAL LLC 1.20M +— (+0.0%) 1.69M -660.7K (-28.1%) 0.65% -0.036 pp 0.01% -0.005 pp USD25.26 -94.4% 23 qtrs
12 JPMORGAN CHASE & CO 1.14M +303.1K (+36.1%) 1.61M -34.9K (-2.1%) 0.62% +0.138 pp 0.00% +0.000 pp USD3.13 -55.0% 23 qtrs
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.12M -141.5K (-11.3%) 1.57M -890.9K (-36.2%) 0.60% -0.113 pp 0.00% 0.000 pp USD13.32 -89.4% 22 qtrs
14 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 1.11M -167.4K (-13.1%) 1.57M -941.3K (-37.5%) 0.60% -0.128 pp 0.00% -0.004 pp USD2.75 -48.7% 12 qtrs
15 NORTHERN TRUST CORP 1.06M -44.0K (-4.0%) 1.50M -670.2K (-30.9%) 0.57% -0.056 pp 0.00% 0.000 pp USD21.42 -93.4% 22 qtrs
16 TRIAGEN WEALTH MANAGEMENT LLC 1.06M +— (+0.0%) 1.49M -580.5K (-28.1%) 0.57% -0.031 pp 0.39% -0.155 pp USD2.36 -40.3% 15 qtrs
17 TUDOR INVESTMENT CORP ET AL 981.3K -53.4K (-5.2%) 1.38M -644.3K (-31.8%) 0.53% -0.059 pp 0.00% -0.001 pp USD3.01 -53.2% 7 qtrs
18 MORGAN STANLEY 944.2K -302.0K (-24.2%) 1.33M -1.1M (-45.5%) 0.51% -0.199 pp 0.00% 0.000 pp USD3.10 -54.5% 23 qtrs
19 CAPTION MANAGEMENT, LLC 862.3K +— (+0.0%) 1.22M -474.3K (-28.1%) 0.46% -0.026 pp 0.01% -0.005 pp USD1.96 -28.1% 2 qtrs
20 BRIDGEWAY CAPITAL MANAGEMENT, LLC 841.3K +841.3K (+100.0%) 1.19M +1.2M (+100.0%) 0.45% +0.453 pp 0.02% +0.025 pp USD1.41 +0.0% 1 qtrs NEW
21 AMERICAN CENTURY COMPANIES INC 724.2K -960.9K (-57.0%) 1.02M -2.3M (-69.1%) 0.39% -0.567 pp 0.00% -0.001 pp USD2.80 -49.6% 11 qtrs
22 FMR LLC 720.0K +118.4K (+19.7%) 1.02M -163.9K (-13.9%) 0.39% +0.046 pp 0.00% +0.000 pp USD2.88 -51.0% 23 qtrs
23 LOS ANGELES CAPITAL MANAGEMENT LLC 394.5K -98.2K (-19.9%) 812.6K -153.0K (-15.8%) 0.21% -0.067 pp 0.00% -0.001 pp USD2.32 -39.2% 12 qtrs
24 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 575.0K -1.2M (-68.3%) 810.7K -2.7M (-77.2%) 0.31% -0.720 pp 0.00% -0.002 pp USD2.77 -49.1% 6 qtrs
25 JACOBS LEVY EQUITY MANAGEMENT, INC 567.3K -530.7K (-48.3%) 799.9K -1.4M (-62.8%) 0.31% -0.318 pp 0.00% -0.006 pp USD2.08 -32.2% 15 qtrs
26 PANAGORA ASSET MANAGEMENT INC 537.6K -323.0 (-0.1%) 758.0K -296.3K (-28.1%) 0.29% -0.016 pp 0.00% -0.002 pp USD2.19 -35.6% 15 qtrs
27 GOLDMAN SACHS GROUP INC 519.6K +24.4K (+4.9%) 732.7K -237.9K (-24.5%) 0.28% -0.002 pp 0.00% +0.000 pp USD4.17 -66.2% 20 qtrs
28 EMPOWERED FUNDS, LLC 445.3K +445.3K (+100.0%) 627.9K +627.9K (+100.0%) 0.24% +0.240 pp 0.01% +0.005 pp USD1.41 +0.0% 1 qtrs NEW
29 BANK OF AMERICA CORP /DE/ 426.7K -6.0K (-1.4%) 601.6K -246.5K (-29.1%) 0.23% -0.016 pp 0.00% +0.000 pp USD2.99 -52.8% 23 qtrs
30 KAVAR CAPITAL PARTNERS GROUP, LLC 391.3K +— (+0.0%) 551.8K -215.2K (-28.1%) 0.21% -0.012 pp 0.08% -0.026 pp USD1.64 -14.0% 21 qtrs
31 BANK OF NEW YORK MELLON CORP 384.9K +1.8K (+0.5%) 542.7K -208.1K (-27.7%) 0.21% -0.010 pp 0.00% +0.000 pp USD19.01 -92.6% 22 qtrs
32 JANE STREET GROUP, LLC 384.7K -50.9K (-11.7%) 542.5K -311.4K (-36.5%) 0.21% -0.040 pp 0.00% +0.000 pp USD1.96 -28.1% 9 qtrs
33 QUBE RESEARCH & TECHNOLOGIES LTD 379.6K -148.3K (-28.1%) 535.3K -499.4K (-48.3%) 0.20% -0.095 pp 0.00% -0.001 pp USD2.53 -44.3% 4 qtrs
34 EVERSEPT PARTNERS, LP 357.7K +357.7K (+100.0%) 504.3K +504.3K (+100.0%) 0.19% +0.193 pp 0.03% +0.025 pp USD1.41 +0.0% 1 qtrs NEW
35 SG AMERICAS SECURITIES, LLC 347.6K +27.8K (+8.7%) 490.0K -137.0K (-21.9%) 0.19% +0.006 pp 0.00% -0.002 pp USD2.25 -37.3% 21 qtrs
36 BRYN MAWR CAPITAL MANAGEMENT, LLC 322.6K +— (+0.0%) 454.8K -177.4K (-28.1%) 0.17% -0.010 pp 0.02% -0.010 pp USD20.74 -93.2% 21 qtrs
37 NUVEEN, LLC 308.0K +— (+0.0%) 434.3K -169.4K (-28.1%) 0.17% -0.009 pp 0.00% +0.000 pp USD3.34 -57.8% 4 qtrs
38 CITADEL ADVISORS LLC 291.4K -130.5K (-30.9%) 410.9K -416.1K (-50.3%) 0.16% -0.083 pp 0.00% 0.000 pp USD1.96 -28.1% 23 qtrs
39 AQR CAPITAL MANAGEMENT LLC 285.6K -321.4K (-52.9%) 402.8K -787.1K (-66.1%) 0.15% -0.191 pp 0.00% -0.001 pp USD2.39 -41.0% 11 qtrs
40 INVESCO LTD. 265.7K +28.4K (+12.0%) 374.6K -90.4K (-19.4%) 0.14% +0.008 pp 0.00% +0.000 pp USD4.03 -65.0% 23 qtrs
41 EMPOWER ADVISORY GROUP, LLC 257.3K +— (+0.0%) 362.9K -141.5K (-28.1%) 0.14% -0.008 pp 0.00% 0.000 pp USD2.17 -35.0% 12 qtrs
42 BARCLAYS PLC 252.7K +54.4K (+27.4%) 356.3K -74.1K (-17.2%) 0.14% +0.023 pp 0.00% +0.000 pp USD2.07 -31.9% 16 qtrs
43 WELLS FARGO & COMPANY/MN 244.9K +64.3K (+35.6%) 345.4K -8.6K (-2.4%) 0.13% +0.029 pp 0.00% +0.000 pp USD6.59 -78.6% 23 qtrs
44 PRELUDE CAPITAL MANAGEMENT, LLC 234.3K +47.7K (+25.6%) 330.4K -35.4K (-9.7%) 0.13% +0.020 pp 0.02% -0.004 pp USD2.63 -46.4% 8 qtrs
45 UBS GROUP AG 217.8K +124.4K (+133.2%) 307.1K +124.1K (+67.8%) 0.12% +0.064 pp 0.00% +0.000 pp USD1.88 -25.0% 23 qtrs
46 210.2K +24.8K (+13.3%) 296.4K -67.1K (-18.5%) 0.11% +0.008 pp 0.15% -0.057 pp USD3.28 -57.0% 5 qtrs
47 UMB BANK, N.A. 200.0K +— (+0.0%) 282.0K -110.0K (-28.1%) 0.11% -0.006 pp 0.00% -0.002 pp USD6.72 -79.0% 19 qtrs
48 GSA CAPITAL PARTNERS LLP 196.4K +158.3K (+414.9%) 277.0K +202.0K (+269.3%) 0.11% +0.084 pp 0.02% +0.018 pp USD1.56 -9.6% 3 qtrs
49 BNP PARIBAS ARBITRAGE, SNC 172.9K +104.9K (+154.1%) 243.8K +110.5K (+82.8%) 0.09% +0.054 pp 0.00% +0.000 pp USD2.14 -34.1% 5 qtrs
50 CREATIVE PLANNING 170.1K -42.3K (-19.9%) 239.9K -176.4K (-42.4%) 0.09% -0.029 pp 0.00% 0.000 pp USD2.60 -45.8% 21 qtrs
51 RHUMBLINE ADVISERS 169.8K -25.9K (-13.2%) 239.5K -144.1K (-37.6%) 0.09% -0.020 pp 0.00% 0.000 pp USD16.63 -91.5% 22 qtrs
52 ENTRYPOINT CAPITAL, LLC 162.2K +110.7K (+215.2%) 228.7K +127.8K (+126.7%) 0.09% +0.058 pp 0.09% +0.050 pp USD2.01 -29.9% 6 qtrs
53 ALLIANCEBERNSTEIN L.P. 145.1K -574.7K (-79.8%) 204.7K -1.2M (-85.5%) 0.08% -0.331 pp 0.00% 0.000 pp USD5.90 -76.1% 23 qtrs
54 SUSQUEHANNA INTERNATIONAL GROUP, LLP 139.7K +50.2K (+56.0%) 197.0K +21.5K (+12.2%) 0.08% +0.024 pp 0.00% +0.000 pp USD2.24 -37.1% 22 qtrs
55 SMH CAPITAL ADVISORS INC 117.9K -327.0 (-0.3%) 166.3K -79.7K (-32.4%) 0.06% -0.004 pp 0.34% -0.163 pp USD1.96 -28.1% 2 qtrs
56 RENAISSANCE TECHNOLOGIES LLC 111.3K -94.4K (-45.9%) 156.9K -246.2K (-61.1%) 0.06% -0.057 pp 0.00% 0.000 pp USD2.41 -41.5% 14 qtrs
57 WALLEYE TRADING LLC 109.2K +7.9K (+7.8%) 154.0K -44.6K (-22.5%) 0.06% +0.001 pp 0.00% 0.000 pp USD2.38 -40.8% 4 qtrs
58 PRUDENTIAL FINANCIAL INC 108.6K -33.4K (-23.5%) 153.1K -125.2K (-45.0%) 0.06% -0.022 pp 0.00% 0.000 pp USD2.41 -41.5% 22 qtrs
59 VOLEON CAPITAL MANAGEMENT LP 107.2K +107.2K (+100.0%) 151.1K +151.1K (+100.0%) 0.06% +0.058 pp 0.00% +0.003 pp USD1.41 +0.0% 1 qtrs NEW
60 KAZAZIAN ASSET MANAGEMENT, LLC 106.3K +50.0K (+88.8%) 149.9K +39.5K (+35.8%) 0.06% +0.025 pp 0.16% +0.025 pp USD2.62 -46.2% 5 qtrs
61 DEUTSCHE BANK AG\ 105.6K +6.7K (+6.8%) 148.9K -45.0K (-23.2%) 0.06% +0.001 pp 0.00% +0.000 pp USD8.49 -83.4% 22 qtrs
62 BANK OF MONTREAL /CAN/ 100.0K +— (+0.0%) 141.0K -55.0K (-28.1%) 0.05% -0.003 pp 0.00% +0.000 pp USD3.07 -54.1% 7 qtrs
63 FAS WEALTH PARTNERS, INC. 97.5K +— (+0.0%) 137.5K -53.6K (-28.1%) 0.05% -0.003 pp 0.01% -0.004 pp USD9.49 -85.1% 21 qtrs
64 CWM, LLC 87.2K -27.2K (-23.8%) 123.0K -101.0K (-45.1%) 0.05% -0.018 pp 0.00% 0.000 pp USD5.83 -75.8% 17 qtrs
65 TWO SIGMA INVESTMENTS, LP 80.2K -406.5K (-83.5%) 113.1K -840.9K (-88.1%) 0.04% -0.233 pp 0.00% -0.001 pp USD2.11 -33.2% 23 qtrs
66 MONETA GROUP INVESTMENT ADVISORS LLC 78.5K +— (+0.0%) 110.7K -43.2K (-28.1%) 0.04% -0.002 pp 0.00% 0.000 pp USD5.68 -75.2% 21 qtrs
67 ARISTIDES CAPITAL LLC 76.7K +76.7K (+100.0%) 108.1K +108.1K (+100.0%) 0.04% +0.041 pp 0.02% +0.019 pp USD1.41 +0.0% 1 qtrs NEW
68 PRICE T ROWE ASSOCIATES INC /MD/ 72.5K +— (+0.0%) 103.0K -40.0K (-28.0%) 0.04% -0.002 pp 0.00% +0.000 pp USD9.19 -84.7% 23 qtrs
69 ENGINEERS GATE MANAGER LP 69.0K -43.3K (-38.6%) 97.2K -122.8K (-55.8%) 0.04% -0.027 pp 0.00% -0.001 pp USD2.41 -41.5% 6 qtrs
70 RUSSELL INVESTMENTS GROUP, LTD. 68.4K -60.6K (-47.0%) 96.4K -156.3K (-61.9%) 0.04% -0.036 pp 0.00% 0.000 pp USD2.08 -32.2% 4 qtrs
71 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 65.4K +835.0 (+1.3%) 92.2K -34.3K (-27.1%) 0.04% -0.002 pp 0.00% 0.000 pp USD3.04 -53.6% 7 qtrs
72 AMERIPRISE FINANCIAL INC 61.5K +— (+0.0%) 86.7K -33.8K (-28.1%) 0.03% -0.002 pp 0.00% +0.000 pp USD2.49 -43.4% 23 qtrs
73 OPES WEALTH MANAGEMENT LLC 59.5K +— (+0.0%) 83.9K -32.7K (-28.1%) 0.03% -0.002 pp 0.01% -0.007 pp USD2.17 -35.0% 12 qtrs
74 INTECH INVESTMENT MANAGEMENT LLC 55.8K -6.3K (-10.2%) 78.6K -43.0K (-35.4%) 0.03% -0.005 pp 0.00% 0.000 pp USD2.70 -47.8% 6 qtrs
75 BLAIR WILLIAM & CO/IL 55.0K -2.1K (-3.7%) 77.6K -34.4K (-30.7%) 0.03% -0.003 pp 0.00% 0.000 pp USD0.72 +95.8% 13 qtrs
76 CENTIVA CAPITAL, LP 53.1K +53.1K (+100.0%) 74.9K +74.9K (+100.0%) 0.03% +0.029 pp 0.00% +0.001 pp USD1.41 +0.0% 1 qtrs NEW
77 FINANCIAL PARTNERS GROUP, INC 51.5K -3.1K (-5.7%) 73.1K -33.9K (-31.7%) 0.03% -0.003 pp 0.01% -0.005 pp USD7.22 -80.5% 21 qtrs
78 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 51.6K +47.5K (+1,166.2%) 72.8K +64.8K (+810.9%) 0.03% +0.026 pp 0.02% +0.012 pp USD1.45 -2.8% 5 qtrs
79 GRAHAM CAPITAL MANAGEMENT, L.P. 51.1K -47.0K (-47.9%) 72.1K -120.3K (-62.5%) 0.03% -0.028 pp 0.00% -0.001 pp USD2.72 -48.2% 6 qtrs
80 CNO FINANCIAL GROUP, INC. 50.5K +— (+0.0%) 71.2K -27.8K (-28.1%) 0.03% -0.002 pp 0.04% -0.025 pp USD3.34 -57.8% 4 qtrs
81 AQUATIC CAPITAL MANAGEMENT LLC 48.3K +33.4K (+224.2%) 68.1K +38.9K (+133.2%) 0.03% +0.018 pp 0.00% +0.001 pp USD1.58 -10.8% 4 qtrs
82 STATE OF WYOMING 46.9K +46.9K (+100.0%) 66.1K +66.1K (+100.0%) 0.03% +0.025 pp 0.01% +0.007 pp USD1.41 +0.0% 6 qtrs
83 MANUFACTURERS LIFE INSURANCE COMPANY, THE 45.8K -2.6K (-5.3%) 64.6K -30.2K (-31.9%) 0.02% -0.003 pp 0.00% +0.000 pp USD13.97 -89.9% 23 qtrs
84 CREATIVEONE WEALTH, LLC 43.7K +— (+0.0%) 61.6K -24.0K (-28.1%) 0.02% -0.001 pp 0.00% -0.001 pp USD3.29 -57.1% 20 qtrs
85 ADVISOR GROUP HOLDINGS, INC. 43.5K -5.9K (-12.0%) 61.4K -38.4K (-38.5%) 0.02% -0.005 pp 0.00% +0.000 pp USD3.08 -54.2% 23 qtrs
86 LPL FINANCIAL LLC 41.7K -10.1K (-19.5%) 58.7K -42.7K (-42.1%) 0.02% -0.007 pp 0.00% +0.000 pp USD1.96 -28.1% 12 qtrs
87 IHT WEALTH MANAGEMENT, LLC 41.6K -58.0K (-58.2%) 58.7K -136.6K (-70.0%) 0.02% -0.034 pp 0.00% -0.004 pp USD2.68 -47.4% 11 qtrs
88 D. E. SHAW & CO., INC. 41.2K -105.3K (-71.9%) 58.1K -229.1K (-79.8%) 0.02% -0.061 pp 0.00% 0.000 pp USD2.38 -40.8% 3 qtrs
89 QUINN OPPORTUNITY PARTNERS LLC 40.0K +— (+0.0%) 56.4K -22.0K (-28.1%) 0.02% -0.001 pp 0.00% -0.003 pp USD2.38 -40.8% 3 qtrs
90 NEW YORK STATE COMMON RETIREMENT FUND 36.4K +— (+0.0%) 51.3K -20.0K (-28.1%) 0.02% -0.001 pp 0.00% +0.000 pp USD24.58 -94.3% 23 qtrs
91 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 36.3K +— (+0.0%) 51.1K -19.9K (-28.1%) 0.02% -0.001 pp 0.00% 0.000 pp USD2.58 -45.3% 15 qtrs
92 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 34.4K +— (+0.0%) 48.5K -18.9K (-28.1%) 0.02% -0.001 pp 0.00% 0.000 pp USD3.42 -58.8% 5 qtrs
93 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 31.5K +12.0K (+61.5%) 44.4K +6.2K (+16.2%) 0.02% +0.006 pp 0.00% +0.000 pp USD2.30 -38.7% 4 qtrs
94 XTX TOPCO LTD 31.0K +31.0K (+100.0%) 43.7K +43.7K (+100.0%) 0.02% +0.017 pp 0.00% +0.001 pp USD1.41 +0.0% 3 qtrs
95 ROYAL BANK OF CANADA 29.9K -1.3K (-4.2%) 43.0K -18.0K (-29.5%) 0.02% -0.002 pp 0.00% +0.000 pp USD15.60 -91.0% 23 qtrs
96 PFG INVESTMENTS, LLC 29.8K +— (+0.0%) 42.0K -16.4K (-28.1%) 0.02% -0.001 pp 0.00% -0.001 pp USD2.38 -40.8% 3 qtrs
97 MAYFLOWER FINANCIAL ADVISORS, LLC 28.5K -15.7K (-35.6%) 40.2K -46.5K (-53.7%) 0.02% -0.010 pp 0.00% -0.006 pp USD21.05 -93.3% 21 qtrs
98 BREVAN HOWARD CAPITAL MANAGEMENT LP 28.0K +28.0K (+100.0%) 39.4K +39.4K (+100.0%) 0.02% +0.015 pp 0.00% +0.000 pp USD1.41 +0.0% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 34 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.01% 157.8K 0.47%
2 Fidelity Enhanced Small Cap ETF FESM 0.01% 520.2K 0.28%
3 Vanguard Russell 2000 Growth ETF VTWG 0.01% 95.1K 0.06%
4 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.00% 132.9K 0.34%
5 Vanguard Russell 2000 ETF VTWO 0.00% 708.2K 0.06%
6 Schwab U.S. Small-Cap ETF SCHA 0.00% 519.7K 0.03%
7 Vanguard Russell 2000 Value ETF VTWV 0.00% 26.0K 0.06%
8 Vanguard Financials ETF VFH 0.00% 242.1K 0.09%
9 Vanguard Extended Market ETF VXF 0.00% 1.65M 0.05%
10 Dimensional - US Small Cap ETF DFAS 0.00% 202.7K 0.26%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.40
Neutral
Ratio by volume
3.00
Bullish
Buys
7
Sells
5
Shares acquired
165.0K
Shares disposed
34.6K
Cash buys
3.00
Cash sales
Net activity
+130,355
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-01 Clement Ryan Moore Officer M-Exempt D Restricted Stock Units 6,234 0.00 0 D
2026-02-28 Wolfe Chris Director M-Exempt D Restricted Stock Units 9,502 0.00 19,006 D
2026-02-28 Vukovic Srdjan Director M-Exempt D Restricted Stock Units 9,502 0.00 19,006 D
2026-02-28 Clement Ryan Moore Officer F-InKind D Common Stock, par value $0.01 per share 7,219 0.86 6.2K 318,320 D
2026-02-11 Grant Robert Clay Officer P-Purchase A Common Stock, par value $0.01 per share 40,021 0.88 35.0K 101,421 I
2025-11-11 Wolfe Chris Director A-Award A Restricted Stock Units 106,250 0.00 106,250 D
2025-11-11 Weldon Raymond F Director M-Exempt D Restricted Stock Units 52,631 0.00 0 D
2025-11-11 Vukovic Srdjan Director A-Award A Restricted Stock Units 106,250 0.00 106,250 D
2025-11-11 Patel Kavita Director M-Exempt D Restricted Stock Units 52,631 0.00 0 D
2025-11-11 Hawks Donald L III Director M-Exempt A Common Stock, par value $0.01 per share 52,631 0.00 513,214 D
2025-11-11 Devine Denise L Director A-Award A Restricted Stock Units 106,250 0.00 106,250 D
2025-11-11 DEVANNY EARL H III Director M-Exempt D Restricted Stock Units 52,631 0.00 0 D
2025-08-02 Grant William Thomas III Officer F-InKind D Common Stock, par value $0.01 per share 183,016 1.74 318.4K 3,037,808 D
2025-08-02 Grant Robert Clay Officer F-InKind D Common Stock, par value $0.01 per share 204,163 1.74 355.2K 2,891,334 D
2025-08-02 Fisher Stephanie D. Officer F-InKind D Common Stock, par value $0.01 per share 25,266 1.74 44.0K 104,582 D
2025-08-02 Danker Timothy Robert Director / Officer F-InKind D Common Stock, par value $0.01 per share 199,215 1.74 346.6K 2,624,594 D
2025-08-02 Clement Ryan Moore Officer F-InKind D Common Stock, par value $0.01 per share 62,002 1.74 107.9K 304,705 D
2025-08-02 Boulware Daniel Allen Officer F-InKind D Common Stock, par value $0.01 per share 93,583 1.74 162.8K 289,672 D
2025-08-02 Anderson Sarah Taylor Officer F-InKind D Common Stock, par value $0.01 per share 18,327 1.74 31.9K 51,625 D
2025-08-01 Matthews Joshua Brandon Officer M-Exempt D Restricted Stock Units 21,695 0.00 0 D
2025-08-01 Grant William Thomas III Officer M-Exempt A Common Stock, par value $0.01 per share 222,222 0.00 2,995,495 D
2025-08-01 Grant Robert Clay Officer M-Exempt A Common Stock, par value $0.01 per share 63,889 0.00 3,022,728 D
2025-08-01 Fisher Stephanie D. Officer M-Exempt A Common Stock, par value $0.01 per share 9,518 0.00 114,668 D
2025-08-01 Danker Timothy Robert Director / Officer M-Exempt A Common Stock, par value $0.01 per share 127,795 0.00 2,681,209 D
2025-08-01 Clement Ryan Moore Officer A-Award A Restricted Stock Units 270,000 0.00 270,000 D
2025-08-01 Boulware Daniel Allen Officer M-Exempt D Restricted Stock Units 35,583 0.00 0 D
2025-08-01 Anderson Sarah Taylor Officer M-Exempt A Common Stock, par value $0.01 per share 14,561 0.00 57,040 D
2025-07-01 Grant William Thomas III Officer W-Will A Common Stock, par value $0.01 per share 448,474 0.00 2,672,050 D
2025-07-01 Grant Robert Clay Officer W-Will A Common Stock, par value $0.01 per share 448,474 0.00 2,464,408 D
2025-03-14 Devine Denise L Director P-Purchase A Common Stock, par value $0.01 per share 4,000 3.62 14.5K 318,583 D
2025-03-01 Clement Ryan Moore Officer F-InKind D Common Stock, par value $0.01 per share 2,766 4.56 12.6K 155,467 D
2025-02-28 Wolfe Chris 0 0.00 0
2025-02-28 Vukovic Srdjan Director A-Award A Restricted Stock Units 28,508 0.00 28,508 D
2025-02-28 Clement Ryan Moore Officer F-InKind D Common Stock, par value $0.01 per share 9,240 4.56 42.1K 151,998 D
2025-02-26 Souan Ryan Officer M-Exempt A Common Stock, par value $0.01 per share 9,722 0.01 97.22 127,759 D
2025-02-26 Matthews Joshua Brandon Officer M-Exempt D Price-Vested Restricted Stock Units 26,250 0.00 131,250 D
2025-02-26 Grant William Thomas III Officer M-Exempt A Common Stock, par value $0.01 per share 111,111 0.01 1.1K 2,258,367 D
2025-02-26 Grant Robert Clay Officer M-Exempt D Price-Vested Restricted Stock Units 127,778 0.00 638,888 D
2025-02-26 Fisher Stephanie D. Officer F-InKind D Common Stock, par value $0.01 per share 9,356 4.59 42.9K 70,197 D
2025-02-26 Danker Timothy Robert Director / Officer M-Exempt A Common Stock, par value $0.01 per share 133,333 0.01 1.3K 2,205,357 D
2025-02-26 Clement Ryan Moore Officer M-Exempt A Common Stock, par value $0.01 per share 19,634 0.01 196.34 149,113 D
2025-02-26 Boulware Daniel Allen Officer M-Exempt D Price-Vested Restricted Stock Units 43,065 0.00 215,269 D
2025-02-26 Anderson Sarah Taylor Officer F-InKind D Common Stock, par value $0.01 per share 3,369 4.59 15.5K 7,519 D
2025-02-20 Anderson Sarah Taylor Officer M-Exempt D Employee Stock Options 15,000 1.88 28.1K 2,000 D
2024-11-12 Weldon Raymond F Director M-Exempt D Restricted Stock Units 94,890 0.00 0 D
2024-11-12 Patel Kavita Director M-Exempt D Restricted Stock Units 94,890 0.00 0 D
2024-11-12 Hawks Donald L III Director A-Award A Restricted Stock Units 52,631 0.00 52,631 D
2024-11-12 GRANT W THOMAS II Director M-Exempt D Restricted Stock Units 94,890 0.00 0 D
2024-11-12 Devine Denise L Director M-Exempt A Common Stock, par value $0.01 per share 94,890 0.00 314,583 D
2024-11-12 DEVANNY EARL H III Director M-Exempt D Restricted Stock Units 94,890 0.00 0 D
2024-10-28 Souan Ryan Officer A-Award A Restricted Stock Units 39,501 0.00 39,501 D
2024-10-28 Matthews Joshua Brandon Officer A-Award A Price-Vested Restricted Stock Units 95,847 0.00 95,847 D
2024-10-28 Grant William Thomas III Officer A-Award A Price-Vested Restricted Stock Units 319,489 0.00 319,489 D
2024-10-28 Grant Robert Clay Officer A-Award A Price-Vested Restricted Stock Units 367,412 0.00 367,412 D
2024-10-28 Fisher Stephanie D. Officer A-Award A Restricted Stock Units 28,556 0.00 28,556 D
2024-10-28 Danker Timothy Robert Director / Officer A-Award A Restricted Stock Units 383,387 0.00 383,387 D
2024-10-28 Clement Ryan Moore Officer A-Award A Restricted Stock Units 191,693 0.00 191,693 D
2024-10-28 Boulware Daniel Allen Officer A-Award A Restricted Stock Units 135,783 0.00 135,783 D
2024-10-28 Anderson Sarah Taylor Officer A-Award A Price-Vested Restricted Stock Units 43,685 0.00 43,685 D
2024-08-03 Fisher Stephanie D. Officer M-Exempt D Restricted Stock Units 658 0.00 0
2024-08-01 Souan Ryan Officer M-Exempt D Restricted Stock Units 23,986 0.00 47,972
2024-08-01 Matthews Joshua Brandon Officer M-Exempt D Restricted Stock Units 1,903 0.00 1,902
2024-08-01 Grant William Thomas III Officer M-Exempt A Common Stock, par value $0.01 per share 91,827 0.00 2,022,467
2024-08-01 Grant Robert Clay Officer M-Exempt D Restricted Stock Units 10,804 0.00 10,804
2024-08-01 Fisher Stephanie D. Officer M-Exempt D Restricted Stock Units 1,213 0.00 1,212
2024-08-01 Danker Timothy Robert Director / Officer M-Exempt D Restricted Stock Units 7,394 0.00 0
2024-08-01 Clement Ryan Moore Officer M-Exempt D Restricted Stock Units 16,226 0.00 16,227
2024-08-01 Boulware Daniel Allen Officer M-Exempt D Price-Vested Restricted Stock Units 11,111 0.00 122,222
2024-08-01 Anderson Sarah Taylor Officer F-InKind D Common Stock, par value $0.01 per share 11,386 4.01 45.7K 36,166
2024-05-09 Fisher Stephanie D. Officer M-Exempt A Common Stock, par value $0.01 per share 11,751 2.51 29.5K 33,190
2024-03-01 Clement Ryan Moore Officer M-Exempt A Common Stock, par value $0.01 per share 6,234 0.00 47,367
2024-02-28 Clement Ryan Moore Officer M-Exempt D Restricted Stock Units 20,833 0.00 41,667
2023-11-14 Weldon Raymond F Director M-Exempt D Restricted Stock Units 203,125 0.00 0
2023-11-14 Patel Kavita Director M-Exempt D Restricted Stock Units 203,125 0.00 0
2023-11-14 Hawks Donald L III Director M-Exempt D Restricted Stock Units 203,125 0.00 0
2023-11-14 GRANT W THOMAS II Director M-Exempt A Common Stock, par value $0.01 per share 203,125 0.00 2,596,594
2023-11-14 Devine Denise L Director A-Award A Restricted Stock Units 94,890 0.00 94,890
2023-11-14 DEVANNY EARL H III Director M-Exempt A Common Stock, par value $0.01 per share 203,125 0.00 215,693
2023-09-18 Matthews Joshua Brandon Officer P-Purchase A Common Stock, par value $0.01 per share 97,500 1.16 113.3K 400,937
2023-09-15 Grant William Thomas III Officer P-Purchase A Common Stock, par value $0.01 per share 150,000 1.20 179.3K 1,913,851
2023-09-15 Grant Robert Clay Officer P-Purchase A Common Stock, par value $0.01 per share 61,400 1.14 70.0K 61,400
2023-09-15 GRANT W THOMAS II Director P-Purchase A Common Stock, par value $0.01 per share 220,100 1.17 256.6K 220,100
2023-09-13 Souan Ryan Officer M-Exempt A Common Stock, par value $0.01 per share 209 0.00 92,566
2023-09-13 Matthews Joshua Brandon Officer F-InKind D Common Stock, par value $0.01 per share 193 1.14 220.02 303,437
2023-09-13 Grant William Thomas III Officer M-Exempt A Common Stock, par value $0.01 per share 3,845 0.00 1,765,018
2023-09-13 Grant Robert Clay Officer A-Award A Price-Vested Restricted Stock Units 383,333 0.00 383,333
2023-09-13 Fisher Stephanie D. Officer A-Award A Price-Vested Restricted Stock Units 26,272 0.00 26,272
2023-09-13 Danker Timothy Robert Director / Officer A-Award A Price-Vested Restricted Stock Units 400,000 0.00 400,000
2023-09-13 Clement Ryan Moore Officer A-Award A Price-Vested Restricted Stock Units 133,333 0.00 133,333
2023-09-13 Boulware Daniel Allen Officer F-InKind D Common Stock, par value $0.01 per share 240 1.14 273.60 33,327
2023-08-09 Matthews Joshua Brandon Officer D Employee Stock Options 30,440 17.80 541.8K 0
2023-08-09 Anderson Sarah Taylor Officer D Common Stock, par value $0.01 per share 0 0.00 8,614
2023-08-03 Fisher Stephanie D. Officer M-Exempt D Restricted Stock Units 659 0.00 658
2023-08-01 Souan Ryan Officer M-Exempt A Common Stock, par value $0.01 per share 8,035 0.00 95,477
2023-08-01 May Floyd O'Lander III Officer M-Exempt D Restricted Stock Units 1,527 0.00 3,053
2023-08-01 Gunter Matthew Scott Officer M-Exempt A Common Stock, par value $0.01 per share 10,101 0.00 434,953
2023-08-01 Grant William Thomas III Officer M-Exempt D Restricted Stock Units 7,394 0.00 7,394
2023-08-01 Grant Robert Clay Officer M-Exempt D Restricted Stock Units 7,394 0.00 7,394
2023-08-01 Fisher Stephanie D. Officer M-Exempt A Common Stock, par value $0.01 per share 1,212 0.00 5,213
2023-08-01 Danker Timothy Robert Director / Officer M-Exempt A Common Stock, par value $0.01 per share 110,193 0.00 1,793,244
2023-08-01 Clement Ryan Moore Officer M-Exempt D Restricted Stock Units 16,226 0.00 32,453
2023-08-01 Boulware Daniel Allen Officer M-Exempt D Restricted Stock Units 35,583 0.00 71,166
2023-05-20 Grant William Thomas III Officer M-Exempt A Common Stock, par value $0.01 per share 33,334 0.00 1,652,557
2023-05-20 Grant Robert Clay Officer M-Exempt D Restricted Stock Units 16,668 0.00 0
2023-05-16 Weldon Raymond F Director P-Purchase A Common Stock, par value $0.01 per share 100,000 1.20 120.0K 162,568
2023-05-16 Hawks Donald L III Director P-Purchase A Common Stock, par value $0.01 per share 100,000 1.16 115.7K 162,568
2023-05-16 Grant Robert Clay Officer P-Purchase A Common Stock, par value $0.01 per share 200,000 1.28 256.0K 1,517,272
2023-05-16 GRANT W THOMAS II Director P-Purchase A Common Stock, par value $0.01 per share 425,000 1.28 544.0K 2,393,469
2023-05-16 Danker Timothy Robert Director / Officer P-Purchase A Common Stock, par value $0.01 per share 100,000 1.23 123.0K 1,664,383
2023-03-07 Gunter Matthew Scott Officer M-Exempt A Common Stock, par value $0.01 per share 22,700 1.88 42.6K 423,349
2023-03-01 Clement Ryan Moore Officer M-Exempt D Restricted Stock Units 6,235 0.00 18,703
2023-02-28 Clement Ryan Moore Officer A-Award A Restricted Stock Units 62,500 0.00 62,500
2022-11-15 Weldon Raymond F Director M-Exempt D Restricted Stock Units 7,849 0.00 0
2022-11-15 Patel Kavita Director M-Exempt A Common Stock, par value $0.01 per share 7,849 0.00 12,568
2022-11-15 Hawks Donald L III Director A-Award A Restricted Stock Units 203,125 0.00 203,125
2022-11-15 GRANT W THOMAS II Director M-Exempt A Common Stock, par value $0.01 per share 7,849 0.00 1,968,469
2022-11-15 Devine Denise L Director M-Exempt D Restricted Stock Units 7,849 0.00 0
2022-11-15 DEVANNY EARL H III Director M-Exempt A Common Stock, par value $0.01 per share 7,849 0.00 12,568
2022-09-02 Gunter Matthew Scott Officer P-Purchase A Common Stock, par value $0.01 per share 24,300 1.04 25.2K 400,649
2022-09-02 GRANT W THOMAS II Director M-Exempt D Employee Stock Options 1,116,624 0.00 0
2022-08-03 Fisher Stephanie D. Officer M-Exempt D Restricted Stock Units 658 0.00 1,317
2022-08-01 Souan Ryan Officer A-Award A Restricted Stock Units 24,105 0.00 24,105
2022-08-01 May Floyd O'Lander III Officer A-Award A Price-Vested Restricted Stock Units 115,000 0.00 115,000
2022-08-01 Gunter Matthew Scott Officer A-Award A Price-Vested Restricted Stock Units 73,334 0.00 73,334
2022-08-01 Grant William Thomas III Officer M-Exempt A Common Stock, par value $0.01 per share 9,395 0.00 1,619,223
2022-08-01 Grant Robert Clay Officer A-Award A Price-Vested Restricted Stock Units 766,666 0.00 766,666
2022-08-01 Gibbar Kristin Officer D Restricted Stock Units 3,035 0.00 0
2022-08-01 Fisher Stephanie D. Officer A-Award A Price-Vested Restricted Stock Units 117,804 0.00 117,804
2022-08-01 Danker Timothy Robert Director / Officer M-Exempt A Common Stock, par value $0.01 per share 11,274 0.00 1,564,383
2022-08-01 Clement Ryan Moore Officer A-Award A Price-Vested Restricted Stock Units 117,804 0.00 117,804
2022-08-01 Boulware Daniel Allen Officer F-InKind D Common Stock, par value $0.01 per share 1,350 0.00 4,367
2022-06-01 Fisher Stephanie D. Officer D Restricted Stock Units 1,975 0.00 0
2022-06-01 Clement Ryan Moore Officer D Employee Stock Options 88,834 2.80 248.7K 0
2022-05-20 Grant William Thomas III Officer M-Exempt A Common Stock, par value $0.01 per share 33,333 0.00 1,602,433
2022-05-20 Grant Robert Clay Officer M-Exempt D Restricted Stock Units 16,666 0.00 16,668
2022-03-10 Souan Ryan Officer A-Award A Employee Stock Options 37,000 0.00 37,000
2022-03-10 May Floyd O'Lander III Officer A-Award A Employee Stock Options 18,501 0.00 18,501
2022-03-10 Gibbar Kristin Officer A-Award A Employee Stock Options 9,501 0.00 9,501
2022-03-10 Boulware Daniel Allen Officer A-Award A Employee Stock Options 47,000 0.00 47,000
2021-12-09 Weldon Raymond F Director M-Exempt D Restricted Stock Units 4,719 0.00 0
2021-12-09 Patel Kavita Director M-Exempt A Common Stock, par value $0.01 per share 4,719 0.00 4,719
2021-12-09 Hawks Donald L III Director M-Exempt D Restricted Stock Units 4,719 0.00 0
2021-12-09 GRANT W THOMAS II Director M-Exempt D Restricted Stock Units 4,719 0.00 0
2021-12-09 Devine Denise L Director M-Exempt A Common Stock, par value $0.01 per share 4,719 0.00 8,719
2021-12-09 DEVANNY EARL H III Director M-Exempt D Restricted Stock Units 4,719 0.00 0
2021-12-01 Gibbar Kristin Officer D Common Stock, par value $0.01 per share 0 0.00 375
2021-11-15 Weldon Raymond F Director A-Award A Restricted Stock Units 7,849 0.00 7,849
2021-11-15 Patel Kavita Director A-Award A Restricted Stock Units 7,849 0.00 7,849
2021-11-15 Hawks Donald L III Director A-Award A Restricted Stock Units 7,849 0.00 7,849
2021-11-15 GRANT W THOMAS II Director A-Award A Restricted Stock Units 7,849 0.00 7,849
2021-11-15 Devine Denise L Director A-Award A Restricted Stock Units 7,849 0.00 7,849
2021-11-15 DEVANNY EARL H III Director A-Award A Restricted Stock Units 7,849 0.00 7,849
2021-09-13 Hawks Donald L III Director P-Purchase A Common Stock, par value $0.01 per share 9,000 13.28 119.5K 50,000
2021-09-10 Weldon Raymond F Director P-Purchase A Common Stock, par value $0.01 per share 10,000 13.34 133.4K 50,000
2021-09-10 Hawks Donald L III Director P-Purchase A Common Stock, par value $0.01 per share 1,000 12.98 13.0K 41,000
2021-09-10 GRANT W THOMAS II Director P-Purchase A Common Stock, par value $0.01 per share 61,533 13.00 799.9K 839,277
2021-09-09 DEVANNY EARL H III Director P-Purchase A Common Stock, par value $0.01 per share 1,000 12.75 12.8K 13,500
2021-09-08 GRANT W THOMAS II Director P-Purchase A Common Stock, par value $0.01 per share 83,000 11.98 994.6K 777,744
2021-09-02 Devine Denise L Director P-Purchase A Common Stock, par value $0.01 per share 1,500 11.14 16.7K 4,000
2021-08-31 Sadun Raffaele Officer P-Purchase A Common Stock, par value $0.01 per share 4,965 9.40 46.7K 927,418
2021-08-30 Souan Ryan Officer M-Exempt D Employee Stock Options 56,000 1.38 77.0K 20,000
2021-08-30 Sadun Raffaele Officer P-Purchase A Common Stock, par value $0.01 per share 95,000 8.90 845.5K 922,453
2021-08-30 Gunter Matthew Scott Officer M-Exempt D Employee Stock Options 36,688 1.88 68.8K 0
2021-08-30 Grant William Thomas III Officer P-Purchase A Common Stock, par value $0.01 per share 230,000 8.85 2.04M 1,569,100
2021-08-30 Grant Robert Clay Officer P-Purchase A Common Stock, par value $0.01 per share 230,000 8.79 2.02M 1,279,658
2021-08-30 Danker Timothy Robert Director / Officer M-Exempt D Employee Stock Options 29,577 17.89 529.1K 88,731
2021-08-02 Souan Ryan Officer F-InKind D Common Stock, par value $0.01 per share 140 17.80 2.5K 29,263
2021-08-02 Sadun Raffaele Officer M-Exempt A Common Stock, par value $0.01 per share 17,596 17.89 314.8K 827,453
2021-08-02 May Floyd O'Lander III Officer F-InKind D Common Stock, par value $0.01 per share 301 17.80 5.4K 804
2021-08-02 Gregory Paul L Officer F-InKind D Common Stock, par value $0.01 per share 152 17.80 2.7K 199,658
2021-08-02 Boulware Daniel Allen Officer F-InKind D Common Stock, par value $0.01 per share 447 17.80 8.0K 1,120
2021-08-01 Souan Ryan Officer A-Award A Restricted Stock Units 2,748 0.00 3,955
2021-08-01 Sadun Raffaele Officer M-Exempt A Common Stock, par value $0.01 per share 4,399 0.01 43.99 809,857
2021-08-01 May Floyd O'Lander III Officer A-Award A Employee Stock Options 24,428 17.80 434.8K 24,428
2021-08-01 Gunter Matthew Scott Officer A-Award A Employee Stock Options 15,036 17.80 267.6K 15,036
2021-08-01 Gregory Paul L Officer M-Exempt A Common Stock, par value $0.01 per share 438 0.01 4.38 199,810
2021-08-01 Grant William Thomas III Officer A-Award A Employee Stock Options 150,320 17.80 2.68M 150,320
2021-08-01 Grant Robert Clay Officer M-Exempt D Restricted Stock Units 7,394 0.00 22,183
2021-08-01 Danker Timothy Robert Director / Officer A-Award A Employee Stock Options 180,384 17.80 3.21M 180,384
2021-08-01 Boulware Daniel Allen Officer M-Exempt D Restricted Stock Units 1,567 0.00 4,700
2021-06-30 Weldon Raymond F Director D Common Stock, par value $0.01 per share 0 0.00 40,000
2021-06-30 Hawks Donald L III Director D Common Stock, par value $0.01 per share 0 0.00 40,000
2021-06-21 Gunter Matthew Scott Officer M-Exempt A Common Stock, par value $0.01 per share 2,000 1.38 2.8K 305,836
2021-05-20 Grant William Thomas III Officer M-Exempt A Restricted Stock Units 100,000 0.01 1.0K 66,667
2021-05-20 Grant Robert Clay Officer M-Exempt A Common Stock, par value $0.01 per share 35,552 1.88 66.7K 1,042,264
2021-04-06 Souan Ryan Officer S-Sale D Common Stock, par value $0.01 per share 5,000 32.00 160.0K 29,000
2021-03-31 Souan Ryan Officer S-Sale D Common Stock, par value $0.01 per share 5,000 30.00 150.0K 34,000
2021-03-29 Souan Ryan Officer S-Sale D Common Stock, par value $0.01 per share 5,000 28.13 140.7K 39,000
2021-03-08 Souan Ryan Officer D Common Stock, par value $0.01 per share 0 0.00 44,000
2021-03-08 SQ Co-investors LLC S-Sale D Common Stock, par value $0.01 per share 513,530 26.47 13.59M 1,889,285
2021-03-08 GRANT W THOMAS II Director S-Sale D Common Stock, par value $0.01 per share 2,000,000 27.50 55.00M 694,744
2021-03-08 BEP III LLC S-Sale D Common Stock, par value $0.01 per share 1,878,656 26.47 49.73M 6,911,600
2021-03-08 BEP III Co-Invest LLC S-Sale D Common Stock, par value $0.01 per share 1,878,656 26.47 49.73M 6,911,600
2021-02-25 Grant William Thomas III Officer S-Sale D Common Stock, par value $0.01 per share 24,028 30.58 734.7K 1,298,373
2021-02-25 Grant Robert Clay Officer S-Sale D Common Stock, par value $0.01 per share 14,004 30.55 427.9K 990,046
2021-02-25 GRANT W THOMAS II Director S-Sale D Common Stock, par value $0.01 per share 63,981 30.41 1.95M 1,345,424
2021-02-25 Danker Timothy Robert Director / Officer S-Sale D Common Stock, par value $0.01 per share 13,604 30.56 415.8K 1,391,743
2021-02-24 Grant William Thomas III Officer S-Sale D Common Stock, par value $0.01 per share 24,560 30.90 758.9K 368,146
2021-02-24 Grant Robert Clay Officer S-Sale D Common Stock, par value $0.01 per share 53,264 30.95 1.65M 1,242,000
2021-02-24 GRANT W THOMAS II Director S-Sale D Common Stock, par value $0.01 per share 73,419 30.90 2.27M 1,409,405

Executive team

Top executives
EBIT / Employee
29.8K
Shares Outstanding
176.29M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Timothy R. Danker Chief Executive Officer 557.0K 629.00 2.21M 701.8K 16.0K 3.49M 63.43%
2 2025 Robert Grant President 477.4K 629.00 2.12M 451.1K 14.7K 3.06M 69.19%
3 2025 William Grant Chief Operating Officer 440.3K 640.00 1.84M 424.3K 15.3K 2.72M 67.67%
4 2024 Timothy R. Danker Chief Executive Officer 540.8K 495.00 1.57M 898.1K 11.8K 3.02M 51.90%
5 2024 Robert Grant President 463.5K 495.00 1.37M 577.3K 11.1K 2.43M 56.63%
6 2024 William Grant Chief Operating Officer 427.5K 503.00 1.20M 532.4K 11.0K 2.17M 55.16%
7 2023 Timothy R. Danker Chief Executive Officer 525.0K 256.00 1.57M 542.5K 8.8K 2.65M 59.37%
8 2023 Robert Grant President 450.0K 358.00 1.51M 465.0K 9.0K 2.43M 61.99%
9 2023 William Grant III Chief Operating Officer 415.0K 259.00 1.31M 428.8K 7.7K 2.16M 60.61%
10 2022 Timothy R. Danker Chief Executive Officer 525.0K 256.00 1.61M 1.00M 21.8K 3.15M 82.66%
11 2022 Robert Grant President 450.0K 358.00 1.54M 960.1K 84.4K 29.6K 3.06M 81.57%
12 2022 William Grant III Chief Operating Officer 415.0K 259.00 1.34M 834.9K 77.8K 26.5K 2.69M 80.70%
13 2022 William T. Grant III Chief Operating Officer 415.0K 259.00 1.34M 834.9K 77.8K 26.5K 2.69M 80.70%
14 2022 Raffaele Sadun Former Chief Financial Officer 380.4K 154.00 936.5K 584.4K 61.9K 1.96M 77.46%
15 2022 Daniel A. Boulware General Counsel and Secretary 375.0K 154.00 431.5K 320.8K 46.9K 22.8K 1.20M 62.84%
16 2022 Ryan M. Clement Interim Chief Financial Officer 111.5K 30.0K 69.8K 107.2K 8.6K 625.00 327.8K 54.01%
17 2021 Timothy R. Danker Chief Executive Officer 500.0K 256.00 1.06M 535.4K 489.2K 10.5K 2.59M 61.45%
18 2021 Robert Grant President, Senior Division 400.0K 256.00 1.06M 535.4K 407.2K 10.3K 2.41M 66.09%
19 2021 Robert Grant President 400.0K 256.00 1.06M 535.4K 407.2K 10.3K 2.41M 66.09%
20 2021 William T. Grant III Chief Operating Officer 400.0K 259.00 1.06M 535.4K 391.4K 9.3K 2.39M 66.55%
21 2021 William Grant III Chief Operating Officer 400.0K 259.00 1.06M 535.4K 391.4K 9.3K 2.39M 66.55%
22 2021 Raffaele Sadun Chief Financial Officer 400.0K 154.00 629.6K 318.5K 391.4K 11.3K 1.75M 54.15%
23 2021 Raffaele Sadun Former Chief Financial Officer 400.0K 154.00 629.6K 318.5K 391.4K 11.3K 1.75M 54.15%
24 2021 Daniel A. Boulware General Counsel Secretary 310.0K 128.00 224.2K 113.4K 202.2K 11.4K 861.4K 39.20%
25 2021 Daniel A. Boulware General Counsel and Secretary 310.0K 128.00 224.2K 113.4K 202.2K 11.4K 861.4K 39.20%
26 2020 Tim Danker Chief Executive Officer 326.1K 256.00 137.3K 3.85M 4.31M 0.00%
27 2020 Timothy R. Danker Chief Executive Officer 326.1K 256.00 137.3K 3.85M 4.31M 0.00%
28 2020 William Grant III Chief Operating Officer 266.3K 259.00 2.00M 111.8K 1.89M 4.27M 46.86%
29 2020 William T. Grant III Chief Operating Officer 266.3K 259.00 2.00M 111.8K 1.89M 4.27M 46.86%
30 2020 Raffaele Sadun Chief Financial Officer 310.8K 50.2K 127.5K 2.36M 2.85M 0.00%
31 2020 Raffaele Sadun Former Chief Financial Officer 300.0K 50.2K 127.5K 2.36M 2.84M 0.00%
32 2019 Timothy R. Danker Chief Executive Officer 305.0K 256.00 126.8K 12.9K 444.9K 0.00%
33 2019 Tim Danker Chief Executive Officer 305.0K 256.00 126.8K 12.9K 444.9K 0.00%
34 2019 Raffaele Sadun Chief Financial Officer 300.0K 128.00 124.7K 12.1K 436.9K 0.00%
35 2019 William Grant III Chief Operating Officer 250.0K 256.00 103.9K 7.9K 362.1K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-10-02 DEFA14A
2025-10-02 DEF 14A
2024-10-02 DEFA14A
2024-10-02 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-03-25 8-K
2026-03-03 4
2026-03-03 4
2026-03-03 4
2026-02-19 4
2026-02-13 SC 13G/A
2026-02-05 8-K
2026-02-05 10-Q

Executive team

NameTitleCompensationGender
Timothy Robert Danker Chief Executive Officer & Director 1M male
Ryan Clement Chief Financial Officer 1M male
Robert Clay Grant President 943.9K male
William Thomas Grant Chief Operating Officer 880.5K male
Daniel A. Boulware General Counsel & Corporate Secretary 830.9K male
Ryan Souan Chief Marketing Officer male
Joshua Brandon Matthews President of SelectQuote Senior male
Alan Marc Muney Chief Medical Officer & Member of Healthcare Advisory Board
Sarah Taylor Anderson Executive Vice President of Healthcare Pharmacy Services female
Stephanie D. Fisher Chief Accounting Officer female
ESG Rating
B
INSURANCE - BROKERS
2026
E (Environmental)
80.7 / 62.1
Company / Sector avg.
S (Social)
60.8 / 65.4
Company / Sector avg.
G (Governance)
60.5 / 63.7
Company / Sector avg.
ESG Total
67.3 / 63.7
Company / Sector avg.
ESG Score History INSURANCE - BROKERS
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