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SEACOR Marine Holdings Inc. (SMHI)

USD8.24 -0.07 (-0.78%)
US NYSE Industrials Marine Shipping
Address 12121 Wickchester Lane 77079
Houston, TX, US
CEO John Gellert
IPO 2017-06-02
CIK 1690334 ISIN US78413P1012

Explore sections of this company profile

Description

SEACOR Marine Holdings Inc. offers a global array of marine and logistical support services, primarily catering to offshore operations in the oil, natural gas, and wind energy sectors. Its fleet of specialized vessels performs a wide array of critical tasks: transporting essential cargo and personnel to offshore installations, including wind farms; managing complex anchor and mooring systems for drilling rigs, facilitating their precise positioning and relocation between different regions; and offering comprehensive support for construction, well work-over, routine maintenance, and decommissioning projects. The company also handles the deployment and recovery of underwater equipment vital for drilling, well installation, maintenance, inspection, and repair. Beyond operational functions, SEACOR Marine furnishes accommodations for technicians and specialists, alongside crucial safety support and emergency response capabilities. As of December 31, 2021, the company operated a fleet of 81 support and specialty vessels, comprising 60 owned or leased units, 20 joint-ventured vessels, and one managed on behalf of third parties. Its diverse client portfolio includes integrated oil companies, large and emerging independent oil and natural gas exploration and production firms, and contractors involved in windfarm operations and installation. SEACOR Marine Holdings Inc. was founded in 1989 and maintains its corporate headquarters in Houston, Texas.

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
USD8.24 -0.07 (-0.78%)
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Volume Profile
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Liquidity & share structure
Average Volume
106.3K
Beta
1.11
Float Shares
21.20M
Free Float %
78.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.33% +4.14% -0.66% -1.44% +6.04% +25.42% +40.07% -5.98% +65.21% -63.33% -63.33%
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 (1 ratings, all time) Hold
Price Targets & DCF
Current price
8.24
DCF (Unlevered) 18.23 +121.4%

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 0 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
0.63
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
1 / 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
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Marine Shipping: +2.8%
    -16.0% Q1'26: -20.2% (vs Q1'25)
  • EPS growth Marine Shipping: -1.4%
    +62.4% Q1'26: -8.9% (vs Q1'25)
  • FCF margin FCF growth · Marine Shipping: +26.4%
    +5.0% Q1'26: -47.9% (vs Q1'25)
  • EBIT margin Marine Shipping: +23.2%
    +7.5% Q1'26: -12.2% (vs Q1'25)
  • ROIC Marine Shipping: +6.9%
    +3.2% Q1'26: -4.0% (vs Q1'25)
  • Share dilution Marine Shipping: +0.0%
    -5.2% Q1'26: -7.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Marine Shipping: 1.05×
    5.24× Q1'26: 16.68× (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 (1.13) × ERP
WACC = 37% × Ke + 63% × Kd (10.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 18.23 Current price: 8.24
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 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
Dec 2029
1 Rev. Ana.
Dec 2030
1 Rev. Ana.
Revenue
123.42M
est: 172.50M (-28.5%)
179.16M
est: 251.00M (-28.6%)
174.45M
est: 226.00M (-22.8%)
141.84M
est: 172.00M (-17.5%)
170.94M
est: 169.00M (+1.1%)
217.33M
est: 218.00M (-0.3%)
279.51M
est: 266.00M (+5.1%)
271.36M
est: 274.57M (-1.2%)
227.83M
est: 231.30M (-1.5%)
203.95M
203.95M – 203.95M
-11.8% YoY
225.45M
225.45M – 225.45M
+10.5% YoY
257.00M
257.00M – 257.00M
+14.0% YoY
249.00M
249.00M – 249.00M
-3.1% YoY
247.00M
247.00M – 247.00M
-0.8% YoY
EBITDA
-41.44M
est: 30.52M (-235.8%)
-4.29M
est: 44.40M (-109.7%)
1.65M
est: 39.98M (-95.9%)
-10.25M
est: 30.43M (-133.7%)
92.13M
est: 29.90M (+208.2%)
15.59M
est: 38.57M (-59.6%)
87.25M
est: 47.06M (+85.4%)
9.21M
est: 67.98M (-86.5%)
64.06M
est: 57.27M (+11.9%)
50.50M
50.50M – 50.50M
-11.8% YoY
55.82M
55.82M – 55.82M
+10.5% YoY
63.63M
63.63M – 63.63M
+14.0% YoY
61.65M
61.65M – 61.65M
-3.1% YoY
61.15M
61.15M – 61.15M
-0.8% YoY
EBIT
-101.75M
est: -17.06M (-496.3%)
-65.71M
est: -24.83M (-164.7%)
-55.52M
est: -22.35M (-148.4%)
-67.42M
est: -17.01M (-296.3%)
34.74M
est: -16.72M (+307.8%)
-40.37M
est: -21.56M (-87.2%)
33.43M
est: -26.31M (+227.1%)
-42.42M
est: 3.04M (-1,497.2%)
16.99M
est: 2.56M (+564.1%)
2.26M
2.26M – 2.26M
-11.8% YoY
2.49M
2.49M – 2.49M
+10.5% YoY
2.84M
2.84M – 2.84M
+14.0% YoY
2.75M
2.75M – 2.75M
-3.1% YoY
2.73M
2.73M – 2.73M
-0.8% YoY
Net Income
-32.90M
est: -113.39M (+71.0%)
-77.61M
est: -107.30M (+27.7%)
-92.84M
est: -93.20M (+0.4%)
-78.92M
est: -63.61M (-24.1%)
33.14M
est: -78.54M (+142.2%)
-71.65M
est: -60.84M (-17.8%)
-9.31M
est: -29.04M (+67.9%)
-78.12M
est: -64.12M (-21.8%)
-27.84M
est: -29.37M (+5.2%)
-85.23M
-85.23M – -85.23M
-190.2% YoY
-67.39M
-67.39M – -67.39M
+20.9% YoY
— – —
+100.0% YoY
— – —
— – —
SGA
49.87M
est: 35.59M (+40.1%)
41.62M
est: 51.78M (-19.6%)
39.79M
est: 46.63M (-14.7%)
40.05M
est: 35.49M (+12.9%)
37.64M
est: 34.87M (+8.0%)
40.91M
est: 44.98M (-9.0%)
49.18M
est: 54.88M (-10.4%)
44.71M
est: 52.58M (-15.0%)
47.48M
est: 44.30M (+7.2%)
39.06M
39.06M – 39.06M
-11.8% YoY
43.18M
43.18M – 43.18M
+10.5% YoY
49.22M
49.22M – 49.22M
+14.0% YoY
47.69M
47.69M – 47.69M
-3.1% YoY
47.30M
47.30M – 47.30M
-0.8% YoY
EPS
-1.87
est: -4.10 (+54.4%)
-3.71
est: -3.88 (+4.4%)
-3.19
est: -3.37 (+5.3%)
-3.03
est: -2.30 (-31.7%)
-0.19
est: -2.84 (+93.3%)
-2.95
est: -2.20 (-34.1%)
-0.34
est: -1.05 (+67.6%)
-2.82
est: -2.45 (-15.3%)
-1.06
est: -1.12 (+5.4%)
-3.25
-3.25 – -3.25
-190.2% YoY
-2.57
-2.57 – -2.57
+20.9% YoY
— – —
+100.0% YoY
— – —
— – —
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-27 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-26 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-22 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-21 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-20 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-19 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-18 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-15 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-14 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-13 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-12 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-11 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-08 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-07 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-06 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-05 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-04 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-01 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-30 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-29 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-28 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-27 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-24 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-23 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-22 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-21 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-20 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-17 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-16 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-217.52M
OE per share TTM
-8.39
Owner's Yield
-111.73%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
302.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
90
Total invested
84.21M
Insider transactions (90d)
0
Beneficial owners (>5%)
11
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 52-0556948 4.13M 16.90% 1.40M 4.13M IA Maryland 2022-02-14
2 Wellington Group Holdings LLP 2.01M 11.36% 1.46M HC Massachusetts 2018-02-08
3 Wellington Investment Advisors Holdings LLP 2.01M 11.36% 1.46M HC Massachusetts 2018-02-08
4 Wellington Management Group LLP 2.01M 11.36% 1.46M HC Massachusetts 2018-02-08
5 Wellington Management Company LLP 2.00M 11.30% 1.45M IA Massachusetts 2018-02-08
6 (1) BlackRock, Inc. 1.72M 6.40% 1.69M 1.72M HC Delaware 2024-01-29
7 FF Hybrid, LP 1.55M 6.00% 1.55M 1.55M PN Delaware 2022-01-19
8 (. 1.31M 7.43% 1.27M 1.31M IA Delaware Limited Partnership 2018-02-09
9 30-0447847 952.2K 4.10% 885.6K 952.2K IA Delaware Limited Partnership 2021-02-12
10 Private Management Group, Inc. 869.0K 4.25% 869.0K 869.0K IA State of California 2019-01-23
11 ING Pilgrim Capital Corporation, LLC 0.00% HC MARYLAND 2017-07-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
90
+9 vs prev Q
New positions
21
Closed positions
12
Increased
41
Reduced
31
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. 1.56M +19.1K (+1.2%) 9.40M -609.4K (-6.1%) 6.08% +0.081 pp 0.00% +0.000 pp USD9.59 -37.2% 6 qtrs
2 DIMENSIONAL FUND ADVISORS LP 1.28M -75.2K (-5.5%) 7.73M -1.1M (-12.4%) 5.00% -0.287 pp 0.00% 0.000 pp USD15.89 -62.1% 35 qtrs
3 VANGUARD GROUP INC 1.27M +39.5K (+3.2%) 7.67M -342.5K (-4.3%) 4.97% +0.159 pp 0.00% +0.000 pp USD11.89 -49.4% 35 qtrs
4 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 1.11M -24.0K (-2.1%) 6.69M -678.2K (-9.2%) 4.33% -0.089 pp 0.01% -0.002 pp USD9.42 -36.1% 8 qtrs
5 ROBOTTI ROBERT 842.9K +1.0K (+0.1%) 5.07M -389.5K (-7.1%) 3.29% +0.008 pp 0.91% -0.037 pp USD6.65 -9.5% 35 qtrs
6 OPPENHEIMER & CLOSE, LLC 553.8K +2.9K (+0.5%) 3.33M -241.4K (-6.8%) 2.16% +0.014 pp 2.27% -0.143 pp USD7.92 -24.0% 35 qtrs
7 STATE STREET CORP 533.4K +1.2K (+0.2%) 3.21M -242.8K (-7.0%) 2.08% +0.007 pp 0.00% +0.000 pp USD10.63 -43.4% 35 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 485.7K +5.1K (+1.1%) 2.92M -195.2K (-6.3%) 1.89% +0.022 pp 0.00% +0.000 pp USD12.73 -52.7% 35 qtrs
9 CERITY PARTNERS LLC 435.1K +549.0 (+0.1%) 2.62M -200.9K (-7.1%) 1.70% +0.004 pp 0.00% -0.001 pp USD7.95 -24.3% 12 qtrs
10 FIRST MANHATTAN CO. LLC. 378.7K -21.8K (-5.4%) 2.28M -319.2K (-12.3%) 1.48% -0.083 pp 0.01% -0.001 pp USD6.40 -5.9% 28 qtrs
11 MORGAN STANLEY 247.8K -33.0K (-11.8%) 1.49M -330.6K (-18.1%) 0.97% -0.127 pp 0.00% +0.000 pp USD7.33 -17.9% 35 qtrs
12 OPPENHEIMER & CO INC 220.5K +13.0K (+6.3%) 1.33M -19.3K (-1.4%) 0.86% +0.052 pp 0.02% +0.002 pp USD6.12 -1.6% 5 qtrs
13 SEMPER AUGUSTUS INVESTMENTS GROUP LLC 208.2K -3.3K (-1.6%) 1.25M -119.3K (-8.7%) 0.81% -0.012 pp 0.14% -0.027 pp USD15.55 -61.3% 35 qtrs
14 GLENORCHY CAPITAL LTD 192.8K +8.0K (+4.3%) 1.16M -39.0K (-3.3%) 0.75% +0.032 pp 0.07% -0.106 pp USD8.85 -32.0% 6 qtrs
15 NORTHERN TRUST CORP 183.0K -9.8K (-5.1%) 1.10M -149.9K (-12.0%) 0.71% -0.038 pp 0.00% +0.000 pp USD12.49 -51.8% 35 qtrs
16 JPMORGAN CHASE & CO 170.1K -1.3K (-0.8%) 1.02M -88.4K (-8.0%) 0.66% -0.004 pp 0.00% +0.000 pp USD10.29 -41.5% 12 qtrs
17 EPACRIA CAPITAL PARTNERS, LLC 155.2K +— (+0.0%) 934.5K -73.0K (-7.2%) 0.61% +0.001 pp 0.74% -0.077 pp USD8.17 -26.3% 13 qtrs
18 HIGHTOWER ADVISORS, LLC 129.6K +— (+0.0%) 780.2K -60.9K (-7.2%) 0.51% +0.001 pp 0.00% 0.000 pp USD10.00 -39.8% 35 qtrs
19 RENAISSANCE TECHNOLOGIES LLC 118.3K -60.2K (-33.7%) 712.2K -446.3K (-38.5%) 0.46% -0.234 pp 0.00% 0.000 pp USD8.34 -27.8% 27 qtrs
20 GOLDMAN SACHS GROUP INC 110.5K +12.0K (+12.2%) 665.1K +26.2K (+4.1%) 0.43% +0.047 pp 0.00% +0.000 pp USD8.90 -32.4% 12 qtrs
21 BRIDGEWAY CAPITAL MANAGEMENT, LLC 78.1K +— (+0.0%) 470.0K -36.7K (-7.2%) 0.30% +0.000 pp 0.01% -0.001 pp USD6.77 -11.1% 35 qtrs
22 NUVEEN, LLC 69.7K +— (+0.0%) 419.7K -32.8K (-7.2%) 0.27% +0.000 pp 0.00% +0.000 pp USD5.06 +19.0% 4 qtrs
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 61.5K -5.0 (0.0%) 369.9K -28.9K (-7.2%) 0.24% +0.000 pp 0.00% +0.000 pp USD11.10 -45.8% 16 qtrs
24 BANK OF AMERICA CORP /DE/ 60.6K -3.9K (-6.0%) 364.8K -53.6K (-12.8%) 0.24% -0.015 pp 0.00% +0.000 pp USD9.29 -35.2% 35 qtrs
25 BARCLAYS PLC 58.2K +9.5K (+19.4%) 350.3K -119.9K (-25.5%) 0.23% +0.037 pp 0.00% +0.000 pp USD8.39 -28.2% 12 qtrs
26 D. E. SHAW & CO., INC. 55.5K +23.9K (+75.4%) 334.2K +128.8K (+62.7%) 0.22% +0.093 pp 0.00% +0.000 pp USD6.29 -4.3% 8 qtrs
27 BANK OF NEW YORK MELLON CORP 49.6K -3.7K (-6.9%) 298.7K -47.2K (-13.6%) 0.19% -0.014 pp 0.00% +0.000 pp USD10.78 -44.2% 35 qtrs
28 AMERICAN CENTURY COMPANIES INC 48.0K -873.0 (-1.8%) 289.2K -28.2K (-8.9%) 0.19% -0.003 pp 0.00% +0.000 pp USD11.29 -46.7% 9 qtrs
29 PERENNIAL ADVISORS, LLC 46.0K +— (+0.0%) 277.1K -21.6K (-7.2%) 0.18% +0.000 pp 0.05% -0.005 pp USD6.56 -8.2% 5 qtrs
30 CITADEL ADVISORS LLC 45.4K +45.4K (+100.0%) 273.2K +273.2K (+100.0%) 0.18% +0.177 pp 0.00% +0.000 pp USD6.02 +0.0% 1 qtrs NEW
31 JANE STREET GROUP, LLC 45.0K -23.3K (-34.1%) 270.6K -172.3K (-38.9%) 0.18% -0.091 pp 0.00% +0.000 pp USD8.61 -30.1% 9 qtrs
32 EMPOWERED FUNDS, LLC 42.7K +— (+0.0%) 256.9K -20.1K (-7.2%) 0.17% +0.000 pp 0.00% -0.001 pp USD11.45 -47.4% 11 qtrs
33 BRYN MAWR TRUST CO 38.6K +— (+0.0%) 232.2K -18.1K (-7.2%) 0.15% +0.000 pp 0.01% 0.000 pp USD9.65 -37.6% 6 qtrs
34 GSA CAPITAL PARTNERS LLP 35.7K -10.6K (-22.8%) 215.0K -85.0K (-28.3%) 0.14% -0.041 pp 0.02% -0.007 pp USD5.96 +1.0% 3 qtrs
35 INVESCO LTD. 29.6K -9.2K (-23.7%) 178.1K -73.6K (-29.2%) 0.12% -0.036 pp 0.00% +0.000 pp USD13.75 -56.2% 10 qtrs
36 RHUMBLINE ADVISERS 29.0K -4.3K (-12.9%) 174.6K -41.5K (-19.2%) 0.11% -0.017 pp 0.00% +0.000 pp USD10.79 -44.2% 11 qtrs
37 WELLS FARGO & COMPANY/MN 24.5K +8.7K (+55.4%) 147.4K +45.2K (+44.2%) 0.10% +0.034 pp 0.00% +0.000 pp USD8.10 -25.7% 35 qtrs
38 STEPHENS INC /AR/ 23.5K +— (+0.0%) 141.7K -11.1K (-7.2%) 0.09% +0.000 pp 0.00% 0.000 pp USD9.84 -38.8% 12 qtrs
39 WELLINGTON MANAGEMENT GROUP LLP 21.0K +— (+0.0%) 126.7K -9.9K (-7.2%) 0.08% +0.000 pp 0.00% +0.000 pp USD12.29 -51.0% 8 qtrs
40 NEW YORK STATE COMMON RETIREMENT FUND 19.9K +— (+0.0%) 119.8K -9.4K (-7.2%) 0.08% +0.000 pp 0.00% +0.000 pp USD10.59 -43.2% 11 qtrs
41 ALLIANCEBERNSTEIN L.P. 17.9K +— (+0.0%) 107.7K -8.4K (-7.2%) 0.07% +0.000 pp 0.00% +0.000 pp USD10.75 -44.0% 7 qtrs
42 NEUBERGER BERMAN GROUP LLC 16.4K +749.0 (+4.8%) 98.8K -2.9K (-2.8%) 0.06% +0.003 pp 0.00% +0.000 pp USD9.32 -35.4% 11 qtrs
43 DEUTSCHE BANK AG\ 13.5K -17.2K (-55.9%) 81.3K -117.7K (-59.1%) 0.05% -0.067 pp 0.00% +0.000 pp USD6.49 -7.2% 2 qtrs
44 HSBC HOLDINGS PLC 13.5K -7.2K (-34.6%) 80.7K -51.7K (-39.1%) 0.05% -0.028 pp 0.00% +0.000 pp USD8.14 -26.0% 6 qtrs
45 PRICE T ROWE ASSOCIATES INC /MD/ 12.8K +— (+0.0%) 77.0K -6.0K (-7.2%) 0.05% +0.000 pp 0.00% +0.000 pp USD5.07 +18.7% 4 qtrs
46 PATHSTONE HOLDINGS, LLC 10.8K -218.0 (-2.0%) 65.2K -6.5K (-9.1%) 0.04% -0.001 pp 0.00% +0.000 pp USD5.09 +18.3% 4 qtrs
47 CALLAN FAMILY OFFICE, LLC 10.3K +10.3K (+100.0%) 62.0K +62.0K (+100.0%) 0.04% +0.040 pp 0.00% +0.001 pp USD6.02 +0.0% 1 qtrs NEW
48 UBS GROUP AG 10.2K -8.3K (-44.8%) 61.4K -58.5K (-48.8%) 0.04% -0.032 pp 0.00% +0.000 pp USD9.04 -33.4% 20 qtrs
49 LEVIN CAPITAL STRATEGIES, L.P. 10.0K -7.0K (-41.2%) 60.2K -50.1K (-45.4%) 0.04% -0.027 pp 0.01% -0.005 pp USD5.06 +19.0% 4 qtrs
50 VALEO FINANCIAL ADVISORS, LLC 10.0K +10.0K (+100.0%) 60.2K +60.2K (+100.0%) 0.04% +0.039 pp 0.00% +0.001 pp USD6.02 +0.0% 1 qtrs NEW
51 FMR LLC 10.0K +4.8K (+90.8%) 60.1K +26.2K (+77.0%) 0.04% +0.019 pp 0.00% +0.000 pp USD6.58 -8.5% 16 qtrs
52 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 9.9K +308.0 (+3.2%) 59.9K -2.7K (-4.3%) 0.04% +0.001 pp 0.00% +0.000 pp USD12.44 -51.6% 7 qtrs
53 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 4.9K +— (+0.0%) 29.4K -2.3K (-7.2%) 0.02% +0.000 pp 0.00% +0.000 pp USD6.56 -8.2% 5 qtrs
54 BNP PARIBAS ARBITRAGE, SNC 4.8K +841.0 (+21.2%) 28.9K +3.2K (+12.4%) 0.02% +0.003 pp 0.00% +0.000 pp USD8.31 -27.6% 35 qtrs
55 ACADIAN ASSET MANAGEMENT LLC 3.5K +3.5K (+100.0%) 21.0K +21.0K (+100.0%) 0.01% +0.014 pp 0.00% +0.000 pp USD6.02 +0.0% 1 qtrs NEW
56 AMERITAS INVESTMENT PARTNERS, INC. 2.0K +— (+0.0%) 12.0K -935.0 (-7.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD11.43 -47.3% 11 qtrs
57 LEGAL & GENERAL GROUP PLC 1.9K +— (+0.0%) 11.4K -888.0 (-7.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD11.20 -46.3% 11 qtrs
58 PNC FINANCIAL SERVICES GROUP, INC. 1.9K -3.6K (-66.1%) 11.3K -24.5K (-68.5%) 0.01% -0.014 pp 0.00% +0.000 pp USD5.85 +2.9% 23 qtrs
59 TOWER RESEARCH CAPITAL LLC (TRC) 1.9K -345.0 (-15.6%) 11.2K -3.1K (-21.7%) 0.01% -0.001 pp 0.00% 0.000 pp USD6.50 -7.4% 34 qtrs
60 RUSSELL INVESTMENTS GROUP, LTD. 1.8K +— (+0.0%) 10.6K -830.0 (-7.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD6.49 -7.2% 7 qtrs
61 CITIGROUP INC 1.6K -307.0 (-16.2%) 9.6K -2.7K (-22.3%) 0.01% -0.001 pp 0.00% +0.000 pp USD10.45 -42.4% 13 qtrs
62 ROYAL LONDON ASSET MANAGEMENT LTD 1.6K +— (+0.0%) 9.3K -729.0 (-7.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD2.71 +122.1% 21 qtrs
63 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.3K -426.0 (-24.1%) 8.1K -3.4K (-29.6%) 0.01% -0.002 pp 0.00% +0.000 pp USD11.43 -47.3% 11 qtrs
64 STERLING CAPITAL MANAGEMENT LLC 1.3K -159.0 (-11.2%) 7.6K -1.6K (-17.6%) 0.00% -0.001 pp 0.00% +0.000 pp USD6.35 -5.2% 6 qtrs
65 MV CAPITAL MANAGEMENT, INC. 1.1K +— (+0.0%) 6.8K -532.0 (-7.2%) 0.00% +0.000 pp 0.00% 0.000 pp USD4.38 +37.4% 24 qtrs
66 NISA INVESTMENT ADVISORS, LLC 1.0K -51.0 (-4.8%) 6.1K -804.0 (-11.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD5.16 +16.7% 8 qtrs
67 SIMPLEX TRADING, LLC 814.00 -9.5K (-92.1%) 4.9K -62.1K (-92.7%) 0.00% -0.037 pp 0.00% +0.000 pp USD6.49 -7.2% 2 qtrs
68 AMALGAMATED BANK 686.00 -126.0 (-15.5%) 4.0K -1.0K (-20.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD11.43 -47.3% 11 qtrs
69 ROYAL BANK OF CANADA 649.00 -46.4K (-98.6%) 4.0K -301.0K (-98.7%) 0.00% -0.181 pp 0.00% +0.000 pp USD5.62 +7.1% 14 qtrs
70 ORG PARTNERS LLC 600.00 +— (+0.0%) 3.6K -282.0 (-7.2%) 0.00% +0.000 pp 0.00% 0.000 pp USD6.62 -9.1% 6 qtrs
71 CWM, LLC 494.00 -19.0 (-3.7%) 3.0K +— (+0.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD7.00 -14.0% 6 qtrs
72 GROUP ONE TRADING, L.P. 435.00 +— (+0.0%) 2.6K -204.0 (-7.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.49 -7.2% 2 qtrs
73 OPTIVER HOLDING B.V. 394.00 +— (+0.0%) 2.4K -185.0 (-7.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.49 -7.2% 2 qtrs
74 ADVISOR GROUP HOLDINGS, INC. 292.00 +— (+0.0%) 1.8K -143.0 (-7.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.33 -35.5% 7 qtrs
75 GAMMA INVESTING LLC 247.00 -243.0 (-49.6%) 1.5K -1.7K (-53.2%) 0.00% -0.001 pp 0.00% 0.000 pp USD5.37 +12.1% 6 qtrs
76 PRIVATE WEALTH MANAGEMENT GROUP, LLC 208.00 +— (+0.0%) 1.3K -97.0 (-7.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.10 +18.0% 3 qtrs
77 PARKSIDE FINANCIAL BANK & TRUST 175.00 +— (+0.0%) 1.1K -82.0 (-7.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.33 +12.9% 20 qtrs
78 SBI SECURITIES CO., LTD. 152.00 -1.0 (-0.7%) 915.00 -78.0 (-7.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.57 +8.1% 5 qtrs
79 NEWEDGE ADVISORS, LLC 127.00 -2.9K (-95.8%) 765.00 -18.7K (-96.1%) 0.00% -0.011 pp 0.00% 0.000 pp USD6.80 -11.5% 10 qtrs
80 110.00 +110.0 (+100.0%) 662.00 +662.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.001 pp USD6.02 +0.0% 1 qtrs NEW
81 TRUE WEALTH DESIGN, LLC 20.00 +— (+0.0%) 121.00 -9.0 (-6.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.00 +20.4% 4 qtrs
82 STEWARD PARTNERS INVESTMENT ADVISORY, LLC -742.0 (-100.0%) -4.8K (-100.0%) 0.00% -0.003 pp 0.00% +0.000 pp USD 4 qtrs SOLD
83 SUSQUEHANNA INTERNATIONAL GROUP, LLP -12.1K (-100.0%) -78.5K (-100.0%) 0.00% -0.047 pp 0.00% +0.000 pp USD 23 qtrs SOLD
84 SRS CAPITAL ADVISORS, INC. -96.0 (-100.0%) -623.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
85 TRANSAMERICA FINANCIAL ADVISORS, INC. -8.0 (-100.0%) -52.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
86 TREXQUANT INVESTMENT LP -29.5K (-100.0%) -191.6K (-100.0%) 0.00% -0.115 pp 0.00% -0.002 pp USD 8 qtrs SOLD
87 INTECH INVESTMENT MANAGEMENT LLC -10.2K (-100.0%) -66.4K (-100.0%) 0.00% -0.040 pp 0.00% -0.001 pp USD 5 qtrs SOLD
88 US BANCORP \DE\ -1.6K (-100.0%) -10.7K (-100.0%) 0.00% -0.006 pp 0.00% +0.000 pp USD 34 qtrs SOLD
89 MAI CAPITAL MANAGEMENT -29.4K (-100.0%) -190.6K (-100.0%) 0.00% -0.114 pp 0.00% -0.001 pp USD 5 qtrs SOLD
90 BARINGTON CAPITAL GROUP, L.P. -25.0K (-100.0%) -162.3K (-100.0%) 0.00% -0.097 pp 0.00% -0.122 pp USD 2 qtrs SOLD
91 METLIFE INVESTMENT MANAGEMENT, LLC -12.2K (-100.0%) -79.0K (-100.0%) 0.00% -0.047 pp 0.00% 0.000 pp USD 11 qtrs SOLD
92 MILLENNIUM MANAGEMENT LLC -13.5K (-100.0%) -87.4K (-100.0%) 0.00% -0.053 pp 0.00% +0.000 pp USD 13 qtrs SOLD
93 WHITTIER TRUST CO -52.0 (-100.0%) -323.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
94 HRT FINANCIAL LP -19.8K (-100.0%) -128.0K (-100.0%) 0.00% -0.077 pp 0.00% -0.001 pp USD 3 qtrs SOLD
95 RAYMOND JAMES FINANCIAL INC -15.1K (-100.0%) -97.8K (-100.0%) 0.00% -0.059 pp 0.00% +0.000 pp USD 5 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 60 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.04% 579.5K 0.60%
2 Avantis U.S. Small Cap Equity ETF AVSC 0.01% 356.2K 0.25%
3 iShares Russell 2000 Value ETF IWN 0.01% 1.47M 0.24%
4 Vanguard Russell 2000 Value ETF VTWV 0.01% 130.0K 0.06%
5 Dimensional - US Small Cap Value ETF DFSV 0.01% 796.7K 0.30%
6 U.S. Micro Cap Portfolio ETF DFMC 0.01% 712.9K 0.43%
7 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.01% 122.0K 0.47%
8 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.01% 162.2K 0.30%
9 Invesco Russell 2000 UCITS ETF RTYS.L 0.01% 17.7K 0.25%
10 Global X - Russell 2000 ETF RSSL 0.01% 81.2K 0.08%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
2.00
Bullish
Ratio by volume
1.77
Bullish
Buys
8
Sells
4
Shares acquired
339.9K
Shares disposed
192.6K
Cash buys
Cash sales
Net activity
+147,360
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
2026-03-07 Rossmiller Gregory Scott Officer M-Exempt A Common Stock 3,719 0.00 296,205 D
2026-03-07 Llorca Jesus Officer M-Exempt A Common Stock 7,703 0.00 542,195 D
2026-03-07 Gellert John M Director / Officer M-Exempt A Common Stock 9,562 0.00 1,057,215 D
2026-03-07 Everett Andrew H II Officer M-Exempt A Common Stock 3,984 0.00 295,633 D
2026-03-04 Rossmiller Gregory Scott Officer F-InKind D Common Stock 24,933 7.63 190.2K 292,486 D
2026-03-04 Llorca Jesus Officer F-InKind D Common Stock 66,997 7.63 511.2K 534,492 D
2026-03-04 Gellert John M Director / Officer F-InKind D Common Stock 65,932 7.63 503.1K 1,047,653 D
2026-03-04 Everett Andrew H II Officer F-InKind D Common Stock 34,723 7.63 264.9K 291,649 D
2026-02-27 Rossmiller Gregory Scott Officer A-Award A Common Stock 34,215 0.00 317,419 D
2026-02-27 Llorca Jesus Officer A-Award A Common Stock 70,865 0.00 601,489 D
2026-02-27 Gellert John M Director / Officer A-Award A Common Stock 87,965 0.00 1,113,585 D
2026-02-27 Everett Andrew H II Officer A-Award A Common Stock 36,655 0.00 326,372 D
2025-11-12 Regan Robert Christopher Director G-Gift D Common Stock 13,515 0.00 48,485 I
2025-11-11 Persily Julie Director S-Sale D Common Stock 7,000 7.45 52.2K 85,476 D
2025-06-03 Young Lisa P Director A-Award A Common Stock 25,600 0.00 31,678 D
2025-06-03 Regan Robert Christopher Director A-Award A Common Stock 26,637 0.00 78,662 D
2025-06-03 Persily Julie Director A-Award A Common Stock 23,525 0.00 92,476 D
2025-06-03 Miguel Bejos Alfredo Director A-Award A Common Stock 18,337 0.00 139,883 D
2025-06-03 MORSE ANDREW R Director A-Award A Common Stock 31,824 0.00 172,964 D
2025-03-11 Rossmiller Gregory Scott Officer M-Exempt D Performance Restricted Stock Units 20,080 0.00 0 D
2025-03-11 Llorca Jesus Officer M-Exempt A Common Stock 45,515 0.00 553,860 D
2025-03-11 Gellert John M Director / Officer M-Exempt D Performance Restricted Stock Units 58,905 0.00 0 D
2025-03-11 Everett Andrew H II Officer M-Exempt D Performance Restricted Stock Units 20,080 0.00 0 D
2025-03-07 Gellert John M Director / Officer G-Gift A Common Stock 7,027 0.00 7,027 I
2025-03-04 Rossmiller Gregory Scott Officer F-InKind D Common Stock 25,076 5.26 131.9K 271,026 D
2025-03-04 Llorca Jesus Officer F-InKind D Common Stock 69,782 5.26 367.1K 508,345 D
2025-03-04 Gellert John M Director / Officer F-InKind D Common Stock 65,205 5.26 343.0K 992,575 D
2025-03-04 Everett Andrew H II Officer F-InKind D Common Stock 30,847 5.26 162.3K 278,945 D
2025-02-28 Rossmiller Gregory Scott Officer A-Award A Common Stock 71,205 0.00 296,102 D
2025-02-28 Llorca Jesus Officer A-Award A Performance Restricted Stock Units 64,675 0.00 64,675 D
2025-02-28 Gellert John M Director / Officer A-Award A Common Stock 183,084 0.00 1,057,780 D
2025-02-28 Everett Andrew H II Officer A-Award A Performance Restricted Stock Units 33,455 0.00 33,455 D
2024-09-23 Miguel Bejos Alfredo Director J-Other D Common Stock 1,000,000 9.86 9.86M 0 I
2024-09-19 Young Lisa P Director A-Award A Common Stock 6,078 0.00 6,078 D
2024-08-26 MORSE ANDREW R Director G-Gift D Common Stock 2,700 0.00 141,140
2024-08-22 MORSE ANDREW R Director G-Gift D Common Stock 4,500 0.00 143,840
2024-07-16 Rossmiller Gregory Scott Officer S-Sale D Common Stock 8,617 15.02 129.4K 224,897
2024-07-16 Llorca Jesus Officer S-Sale D Common Stock 14,168 15.00 212.5K 430,638
2024-07-16 Everett Andrew H II Officer S-Sale D Common Stock 4,646 15.01 69.7K 233,502
2024-06-04 Regan Robert Christopher Director A-Award A Common Stock 9,736 0.00 52,025
2024-06-04 Persily Julie Director A-Award A Common Stock 8,599 0.00 68,951
2024-06-04 Miguel Bejos Alfredo Director F-InKind D Common Stock 3,274 11.98 39.2K 121,546
2024-06-04 MORSE ANDREW R Director A-Award A Common Stock 12,390 0.00 148,340
2024-05-09 Persily Julie Director S-Sale D Common Stock 7,500 13.26 99.5K 60,352
2024-03-13 MORSE ANDREW R Director G-Gift D Common Stock 3,990 0.00 135,950
2024-03-12 Rossmiller Gregory Scott Officer M-Exempt D Performance Restricted Stock Units 15,790 0.00 0
2024-03-12 Llorca Jesus Officer M-Exempt D Performance Restricted Stock Units 34,210 0.00 0
2024-03-12 Gellert John M Director / Officer F-InKind D Common Stock 22,579 12.54 283.1K 874,696
2024-03-12 Everett Andrew H II Officer M-Exempt D Performance Restricted Stock Units 15,790 0.00 0
2024-03-07 Gellert John M Director / Officer G-Gift A Common Stock 5,607 0.00 10,153
2024-03-04 Rossmiller Gregory Scott Officer A-Award A Common Stock 61,953 0.00 251,390
2024-03-04 Llorca Jesus Officer A-Award A Common Stock 128,328 0.00 504,625
2024-03-04 Gellert John M Director / Officer A-Award A Performance Restricted Stock Units 62,655 0.00 62,655
2024-03-04 Everett Andrew H II Officer A-Award A Common Stock 66,378 0.00 262,556
2024-02-29 Gellert John M Director / Officer G-Gift A Common Stock 4,546 0.00 4,546
2023-12-31 Regan Robert Christopher Director I Common Stock 0 0.00 62,000
2023-12-31 Gellert John M Director / Officer D Common Stock 0 0.00 759,150
2023-11-03 Regan Robert Christopher Director S-Sale D Common Stock 20,000 13.32 266.4K 46,874
2023-11-03 Persily Julie Director S-Sale D Common Stock 20,000 13.45 269.0K 67,852
2023-10-20 Llorca Jesus Officer S-Sale D Common Stock 1,987 15.18 30.2K 376,297
2023-10-20 Everett Andrew H II Officer S-Sale D Common Stock 1,647 15.18 25.0K 196,178
2023-10-19 Llorca Jesus Officer S-Sale D Common Stock 11,138 15.09 168.1K 378,284
2023-10-19 Everett Andrew H II Officer S-Sale D Common Stock 10,497 15.09 158.4K 197,825
2023-09-13 MORSE ANDREW R Director G-Gift D Common Stock 7,700 0.00 139,940
2023-09-12 Rossmiller Gregory Scott Officer S-Sale D Common Stock 13,236 14.03 185.7K 189,437
2023-09-12 Llorca Jesus Officer S-Sale D Common Stock 15,872 14.03 222.7K 389,422
2023-09-11 Rossmiller Gregory Scott Officer S-Sale D Common Stock 602 14.00 8.4K 202,673
2023-09-11 Llorca Jesus Officer S-Sale D Common Stock 899 14.00 12.6K 405,294
2023-09-07 Llorca Jesus Officer S-Sale D Common Stock 1,770 13.08 23.2K 406,193
2023-09-06 Llorca Jesus Officer S-Sale D Common Stock 2,543 13.02 33.1K 407,963
2023-09-05 Llorca Jesus Officer S-Sale D Common Stock 5,687 13.01 74.0K 410,506
2023-07-24 Llorca Jesus Officer S-Sale D Common Stock 2,392 12.09 28.9K 416,193
2023-07-21 Llorca Jesus Officer S-Sale D Common Stock 3,511 12.00 42.1K 418,585
2023-07-19 Llorca Jesus Officer S-Sale D Common Stock 700 12.00 8.4K 422,096
2023-07-18 Llorca Jesus Officer S-Sale D Common Stock 328 12.00 3.9K 422,796
2023-07-13 Llorca Jesus Officer S-Sale D Common Stock 3,069 12.01 36.8K 423,124
2023-06-07 Miguel Bejos Alfredo Director F-InKind D Common Stock 3,266 9.74 31.8K 118,119
2023-06-06 Regan Robert Christopher Director A-Award A Common Stock 15,852 0.00 66,874
2023-06-06 Persily Julie Director A-Award A Common Stock 14,000 0.00 87,852
2023-06-06 Miguel Bejos Alfredo Director A-Award A Common Stock 10,912 0.00 121,385
2023-06-06 MORSE ANDREW R Director A-Award A Common Stock 20,174 0.00 147,640
2023-06-05 Regan Robert Christopher Director S-Sale D Common Stock 16,000 9.13 146.1K 51,022
2023-03-08 Rossmiller Gregory Scott Officer F-InKind D Common Stock 25,611 10.29 263.5K 203,275
2023-03-08 Regan Robert Christopher Director S-Sale D Common Stock 21,666 10.21 221.2K 67,022
2023-03-08 Llorca Jesus Officer F-InKind D Common Stock 64,194 10.29 660.6K 426,193
2023-03-08 Gellert John M Director / Officer F-InKind D Common Stock 63,984 10.29 658.4K 759,150
2023-03-08 Everett Andrew H II Officer F-InKind D Common Stock 26,741 10.29 275.2K 208,322
2023-03-07 Rossmiller Gregory Scott Officer A-Award A Common Stock 56,913 0.00 228,886
2023-03-07 Llorca Jesus Officer A-Award A Common Stock 117,888 0.00 490,387
2023-03-07 Gellert John M Director / Officer A-Award A Performance Restricted Stock Units 47,810 0.00 47,810
2023-03-07 Everett Andrew H II Officer A-Award A Common Stock 60,978 0.00 235,063
2023-02-23 Gellert John M Director / Officer G-Gift A Common Stock 8,534 0.00 8,534
2022-06-09 Regan Robert Christopher Director A-Award A Common Stock 15,813 0.00 88,688
2022-06-09 Persily Julie Director A-Award A Common Stock 13,965 0.00 73,852
2022-06-09 MORSE ANDREW R Director A-Award A Common Stock 20,124 0.00 127,466
2022-06-08 Miguel Bejos Alfredo Director A-Award A Common Stock 10,885 0.00 110,473
2022-03-11 Rossmiller Gregory Scott Officer A-Award A Common Stock 72,291 0.00 171,973
2022-03-11 Llorca Jesus Officer F-InKind D Common Stock 38,214 5.88 224.7K 208,642
2022-03-11 Gellert John M Officer F-InKind D Common Stock 13,786 5.88 81.1K 458,508
2022-03-11 Everett Andrew H II Officer A-Award A Performance Restricted Stock Units 20,080 0.00 20,080
2022-01-27 Llorca Jesus Officer J-Other A Common Stock 9,174 0.00 246,856
2022-01-27 Gellert John M Director / Officer J-Other A Common Stock 22,353 4.16 93.0K 109,109
2022-01-12 Gellert John M Director / Officer J-Other A Common Stock 26,557 4.07 108.1K 26,557
2021-06-08 Regan Robert Christopher Director A-Award A Common Stock 27,184 0.00 51,209
2021-06-08 Persily Julie Director A-Award A Common Stock 21,666 0.00 59,887
2021-06-08 Miguel Bejos Alfredo Director A-Award A Common Stock 14,444 0.00 84,422
2021-06-08 MORSE ANDREW R Director A-Award A Common Stock 21,666 0.00 107,342
2021-03-23 FABRIKANT CHARLES Director P-Purchase A Common Stock 1,500 5.05 7.6K 501,630
2021-03-19 FABRIKANT CHARLES Director P-Purchase A Common Stock 2,498 5.12 12.8K 500,130
2021-03-18 FABRIKANT CHARLES Director P-Purchase A Common Stock 12,400 5.51 68.4K 497,632
2021-03-12 Rossmiller Gregory Scott Officer A-Award A Common Stock 76,434 0.00 109,522
2021-03-12 Llorca Jesus Officer A-Award A Common Stock 165,606 0.00 237,682
2021-03-12 Gellert John M Director / Officer A-Award A Common Stock 248,409 0.00 472,294
2021-03-12 Everett Andrew H II Officer A-Award A Common Stock 76,434 0.00 115,099
2021-03-04 Llorca Jesus Officer F-InKind D Common Stock 619 4.15 2.6K 84,458
2020-09-01 Miguel Bejos Alfredo Director X-InTheMoney D Warrant (right to buy) 255,307 0.01 2.6K 0
2020-08-14 Abendschein Robert D. Director P-Purchase A Common Stock 62,432 3.32 207.1K 89,506
2020-08-13 Abendschein Robert D. Director P-Purchase A Common Stock 12,571 3.12 39.2K 27,074
2020-08-10 Gellert John M Director / Officer P-Purchase A Common Stock 27,000 2.90 78.3K 223,885
2020-08-10 FABRIKANT CHARLES Director P-Purchase A Common Stock 10,000 2.65 26.5K 485,232
2020-06-09 Weller Anthony Officer A-Award A Common Stock 17,502 0.00 56,112
2020-06-09 Rossmiller Gregory Scott Officer A-Award A Stock Options (right to buy) 11,250 4.39 49.4K 11,250
2020-06-09 Regan Robert Christopher Director A-Award A Stock Options (right to buy) 15,996 4.39 70.2K 15,996
2020-06-09 Persily Julie Director A-Award A Stock Options (right to buy) 15,996 4.39 70.2K 15,996
2020-06-09 Miguel Bejos Alfredo Director A-Award A Common Stock 6,507 0.00 70,178
2020-06-09 MORSE ANDREW R Director A-Award A Stock Options (right to buy) 15,996 4.39 70.2K 15,996
2020-06-09 Llorca Jesus Officer A-Award A Stock Options (right to buy) 18,750 4.39 82.3K 18,750
2020-06-09 Gellert John M Director / Officer A-Award A Stock Options (right to buy) 26,250 4.39 115.2K 26,250
2020-06-09 FABRIKANT CHARLES Director A-Award A Common Stock 13,014 0.00 475,232
2020-06-09 Everett Andrew H II Officer A-Award A Stock Options (right to buy) 11,250 4.39 49.4K 11,250
2020-06-09 Abendschein Robert D. Director A-Award A Stock Options (right to buy) 15,996 4.39 70.2K 15,996
2020-03-23 FABRIKANT CHARLES Director P-Purchase A Common Stock 15,000 4.05 60.7K 35,422
2020-03-18 FABRIKANT CHARLES Director P-Purchase A Common Stock 5,422 4.54 24.6K 20,422
2020-03-11 Weller Anthony Officer P-Purchase A Common Stock 1,500 6.18 9.3K 38,610
2020-03-11 Regan Robert Christopher Director P-Purchase A Common Stock 13,221 5.84 77.2K 62,000
2020-03-10 Regan Robert Christopher Director P-Purchase A Common Stock 48,779 5.69 277.6K 48,779
2020-03-10 FABRIKANT CHARLES Director P-Purchase A Common Stock 5,000 5.48 27.4K 15,000
2020-03-09 Gellert John M Director / Officer P-Purchase A Common Stock 11,593 5.86 67.9K 86,756
2020-03-09 FABRIKANT CHARLES Director P-Purchase A Common Stock 10,000 5.90 59.0K 10,000
2020-03-06 Gellert John M Director / Officer P-Purchase A Common Stock 13,407 7.10 95.1K 75,163
2020-03-05 Rossmiller Gregory Scott Officer A-Award A Stock Options (right to buy) 3,750 6.97 26.1K 3,750
2020-03-05 Llorca Jesus Officer A-Award A Common Stock 45,000 0.00 85,077
2020-03-05 Gellert John M Director / Officer A-Award A Performance Restricted Stock Units 47,200 0.00 47,200
2020-03-05 Everett Andrew H II Officer A-Award A Performance Restricted Stock Units 14,000 0.00 14,000
2020-03-04 Llorca Jesus Officer F-InKind D Common Stock 952 8.00 7.6K 46,670
2020-01-06 Miguel Bejos Alfredo Director S-Sale D Common Stock 6,640 14.01 93.0K 63,671
2020-01-03 Miguel Bejos Alfredo Director S-Sale D Common Stock 6,260 14.03 87.8K 70,311
2019-12-26 Miguel Bejos Alfredo Director S-Sale D Common Stock 400 14.22 5.7K 76,571
2019-12-24 Miguel Bejos Alfredo Director S-Sale D Common Stock 1,200 14.15 17.0K 76,971
2019-12-23 Miguel Bejos Alfredo Director S-Sale D Common Stock 1,576 14.04 22.1K 78,171
2019-12-23 Llorca Jesus Officer S-Sale D Common Stock 4,500 14.00 63.0K 47,622
2019-12-16 Weller Anthony Officer A-Award A Stock Options (right to buy) 1,875 13.22 24.8K 1,875
2019-12-16 Rossmiller Gregory Scott Officer A-Award A Stock Options (right to buy) 3,750 13.22 49.6K 3,750
2019-12-16 Miguel Bejos Alfredo Director S-Sale D Common Stock 13,000 13.20 171.6K 79,747
2019-12-16 Llorca Jesus Officer S-Sale D Common Stock 1,127 13.26 14.9K 52,122
2019-12-16 Gellert John M Director / Officer A-Award A Stock Options (right to buy) 8,750 13.22 115.7K 8,750
2019-12-16 Everett Andrew H II Officer A-Award A Stock Options (right to buy) 3,750 13.22 49.6K 3,750
2019-12-13 Miguel Bejos Alfredo Director S-Sale D Common Stock 1,400 12.93 18.1K 92,747
2019-12-13 Llorca Jesus Officer S-Sale D Common Stock 2,000 13.13 26.3K 53,249
2019-12-12 Miguel Bejos Alfredo Director S-Sale D Common Stock 1,600 12.82 20.5K 94,147
2019-12-11 Miguel Bejos Alfredo Director S-Sale D Common Stock 1,113 12.55 14.0K 95,747
2019-12-10 Miguel Bejos Alfredo Director S-Sale D Common Stock 4,187 12.25 51.3K 96,860
2019-12-09 Miguel Bejos Alfredo Director S-Sale D Common Stock 2,700 12.42 33.5K 101,047
2019-12-06 Miguel Bejos Alfredo Director S-Sale D Common Stock 3,779 12.18 46.0K 103,747
2019-11-26 Miguel Bejos Alfredo Director S-Sale D Common Stock 40 12.00 480.00 107,526
2019-11-20 Miguel Bejos Alfredo Director S-Sale D Common Stock 3,633 12.07 43.9K 107,566
2019-11-19 Miguel Bejos Alfredo Director S-Sale D Common Stock 4,652 12.15 56.5K 111,199
2019-11-18 Miguel Bejos Alfredo Director S-Sale D Common Stock 4,505 12.19 54.9K 115,851
2019-11-15 Miguel Bejos Alfredo Director S-Sale D Common Stock 6,658 12.24 81.5K 120,356
2019-11-14 Miguel Bejos Alfredo Director S-Sale D Common Stock 5,500 12.19 67.0K 127,014
2019-11-14 Gellert John M Director / Officer P-Purchase A Common Stock 500 11.81 5.9K 61,756
2019-11-13 Miguel Bejos Alfredo Director S-Sale D Common Stock 6,167 12.60 77.7K 132,314
2019-11-13 Gellert John M Director / Officer P-Purchase A Common Stock 15,385 12.72 195.8K 61,256
2019-11-12 Miguel Bejos Alfredo Director S-Sale D Common Stock 5,934 13.20 78.3K 138,481
2019-11-11 Miguel Bejos Alfredo Director S-Sale D Common Stock 1,869 13.63 25.5K 144,415
2019-11-08 Miguel Bejos Alfredo Director S-Sale D Common Stock 2,618 13.76 36.0K 146,284
2019-11-07 Miguel Bejos Alfredo Director S-Sale D Common Stock 1,000 13.67 13.7K 148,902
2019-11-06 Miguel Bejos Alfredo Director S-Sale D Common Stock 2,551 13.87 35.4K 149,902
2019-11-05 Miguel Bejos Alfredo Director S-Sale D Common Stock 2,007 13.89 27.9K 152,453
2019-11-04 Miguel Bejos Alfredo Director S-Sale D Common Stock 2,145 13.75 29.5K 154,460
2019-11-01 Miguel Bejos Alfredo Director S-Sale D Common Stock 3,471 13.15 45.6K 156,605
2019-10-31 Miguel Bejos Alfredo Director S-Sale D Common Stock 3,820 13.06 49.9K 160,076
2019-10-30 Miguel Bejos Alfredo Director S-Sale D Common Stock 4,718 13.34 63.0K 163,896
2019-10-29 Miguel Bejos Alfredo Director S-Sale D Common Stock 5,081 13.77 70.0K 168,614
2019-10-28 Miguel Bejos Alfredo Director S-Sale D Common Stock 4,401 13.84 60.9K 173,695
2019-10-25 Miguel Bejos Alfredo Director S-Sale D Common Stock 1,600 13.67 21.9K 178,096
2019-10-24 Miguel Bejos Alfredo Director S-Sale D Common Stock 3,440 13.67 47.0K 179,696
2019-10-23 Miguel Bejos Alfredo Director S-Sale D Common Stock 8,007 13.96 111.8K 183,136
2019-10-22 Miguel Bejos Alfredo Director S-Sale D Common Stock 4,600 13.75 63.3K 191,143
2019-10-21 Miguel Bejos Alfredo Director S-Sale D Common Stock 6,147 13.55 83.3K 195,743
2019-10-18 Miguel Bejos Alfredo Director S-Sale D Common Stock 5,228 13.27 69.4K 201,890
2019-10-17 Miguel Bejos Alfredo Director S-Sale D Common Stock 8,675 13.51 117.2K 207,118
2019-10-16 Miguel Bejos Alfredo Director S-Sale D Common Stock 4,350 13.42 58.4K 215,793
2019-10-15 Miguel Bejos Alfredo Director S-Sale D Common Stock 18,881 13.45 253.9K 212,286
2019-10-14 Miguel Bejos Alfredo Director S-Sale D Common Stock 7,857 13.32 104.7K 231,167
2019-09-15 Weller Anthony Officer A-Award A Stock Options (right to buy) 1,875 13.98 26.2K 1,875
2019-09-15 Rossmiller Gregory Scott Officer A-Award A Stock Options (right to buy) 3,750 13.98 52.4K 3,750
2019-09-15 Llorca Jesus Officer A-Award A Stock Options (right to buy) 6,250 13.98 87.4K 6,250
2019-09-15 Gellert John M Director / Officer A-Award A Stock Options (right to buy) 8,750 13.98 122.3K 8,750
2019-09-15 Everett Andrew H II Officer A-Award A Stock Options (right to buy) 3,750 13.98 52.4K 3,750

Executive team

Top executives
EBIT / Employee
13.7K
Shares Outstanding
27.06M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 John Gellert President and Chief Executive Officer 600.0K 750.0K 1.36M 14.0K 2.72M 49.93%
2 2025 Jesús Llorca Executive Vice President and Chief Financial Officer 375.0K 625.0K 1.10M 14.0K 2.11M 51.94%
3 2025 Andrew H. Everett II Senior Vice President, General Counsel and Secretary 325.0K 525.0K 566.8K 14.0K 1.43M 39.62%
4 2025 Gregory Rossmiller Senior Vice President and Chief Accounting Officer 325.0K 450.0K 529.1K 14.0K 1.32M 40.14%
5 2024 John Gellert President and Chief Executive Officer 600.0K 600.0K 2.54M 13.8K 3.76M 67.70%
6 2024 Jesús Llorca Executive Vice President and Chief Financial Officer 375.0K 500.0K 2.05M 13.8K 2.94M 69.75%
7 2024 Andrew H. Everett II Senior Vice President, General Counsel and Secretary 325.0K 420.0K 1.06M 13.8K 1.82M 58.29%
8 2024 Gregory Rossmiller Senior Vice President and Chief Accounting Officer 325.0K 360.0K 989.6K 13.8K 1.69M 58.61%
9 2023 John Gellert President and Chief Executive Officer 600.0K 750.0K 1.89M 13.2K 3.25M 58.10%
10 2023 Jesús Llorca Executive Vice President and Chief Financial Officer 375.0K 625.0K 1.52M 13.2K 2.54M 60.04%
11 2023 Andrew H. Everett II Senior Vice President, General Counsel and Secretary 325.0K 525.0K 787.5K 13.2K 1.65M 47.71%
12 2023 Gregory Rossmiller Senior Vice President and Chief Accounting Officer 325.0K 450.0K 735.0K 13.2K 1.52M 48.26%
13 2022 John Gellert President and Chief Executive Officer 600.0K 600.0K 1.54M 10.7K 2.76M 56.06%
14 2022 Jesús Llorca Executive Vice President and Chief Financial Officer 375.0K 500.0K 1.19M 10.7K 2.08M 57.41%
15 2022 Andrew H. Everett II Senior Vice President, General Counsel and Secretary 325.0K 400.0K 526.7K 10.7K 1.26M 41.72%
16 2022 Gregory Rossmiller Senior Vice President and Chief Accounting Officer 325.0K 350.0K 526.7K 10.7K 1.21M 43.44%
17 2021 John Gellert President and Chief Executive Officer 450.0K 450.0K 1.70M 5.8K 2.60M 65.20%
18 2021 Jesús Llorca Executive Vice President and Chief Financial Officer 300.0K 400.0K 1.13M 5.8K 1.84M 61.58%
19 2021 Andrew H. Everett II Senior Vice President, General Counsel and Secretary 275.0K 350.0K 522.2K 5.8K 1.15M 45.29%
20 2021 Gregory Rossmiller Senior Vice President and Chief Accounting Officer 292.0K 300.0K 522.2K 5.8K 1.12M 46.62%
21 2020 John Gellert President and Chief Executive Officer 450.0K 400.0K 614.3K 128.7K 5.7K 1.60M 46.47%
22 2020 Jesús Llorca Executive Vice President and Chief Financial Officer 300.0K 350.0K 390.5K 91.9K 5.7K 1.14M 42.38%
23 2020 Gregory Rossmiller Senior Vice President and Chief Accounting Officer 292.0K 275.0K 182.2K 55.1K 5.7K 810.1K 29.30%
24 2020 Andrew H. Everett II Senior Vice President, General Counsel and Secretary 275.0K 275.0K 182.2K 55.1K 5.7K 793.1K 29.93%
25 2019 John Gellert President and Chief Executive Officer 450.0K 75.0K 807.0K 305.8K 1.4K 1.64M 67.89%
26 2019 Jesús Llorca Executive Vice President and Chief Financial Officer 300.0K 125.0K 576.4K 218.4K 2.4K 1.22M 65.03%
27 2019 Gregory Rossmiller Senior Vice President and Chief Accounting Officer 280.0K 50.0K 230.6K 131.0K 12.6K 704.2K 51.35%
28 2018 John Gellert President and Chief Executive Officer 450.0K 551.0K 400.1K 7.2K 1.41M 67.54%
29 2018 Andrew H. Everett II Senior Vice President, General Counsel and Secretary 275.0K 291.6K 386.7K 953.3K 71.15%
30 2018 Jesús Llorca Executive Vice President and Chief Financial Officer 300.0K 396.7K 250.1K 840.00 947.6K 68.25%
31 2018 Robert Clemons Executive Vice President and Chief Operating Officer 290.0K 396.7K 250.1K 1.2K 938.0K 68.96%
32 2018 Gregory Rossmiller Senior Vice President and Chief Accounting Officer 280.0K 28.0K 110.2K 279.0K 8.5K 705.7K 55.15%
33 2017 John Gellert President and Chief Executive Officer 450.0K 873.0K 962.3K 3.4K 2.29M 80.19%
34 2017 Robert Clemons Executive Vice President and Chief Operating Officer 250.0K 258.6K 481.1K 570.00 990.3K 74.70%
35 2017 Jesús Llorca Executive Vice President and Chief Financial Officer 240.0K 258.6K 481.1K 399.00 980.2K 75.47%
36 2017 Matthew R. Cenac Former Executive Vice President and Chief Financial Officer 325.0K 481.1K 806.1K 59.68%
37 2016 John Gellert President and Chief Executive Officer 450.0K 508.3K 171.0K 5.8K 1.14M 59.84%
38 2016 Robert Clemons Executive Vice President and Chief Operating Officer 250.0K 127.1K 85.5K 1.6K 464.1K 45.80%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-16 DEF 14A
2025-04-23 DEF 14A
2024-04-18 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-21 8-K
2026-05-20 SC 13G/A
2026-04-29 8-K
2026-04-29 10-Q
2026-04-21 SC 13G
2026-04-16 DEF 14A
2026-04-16 ARS
2026-03-10 4
2026-03-10 4
2026-03-10 4

Executive team

NameTitleCompensationGender
John Gellert President, Chief Executive Officer & Director 1M male
Jesús Llorca Executive Vice President & Chief Financial Officer 1M male
Andrew H. Everett Senior Vice President, General Counsel, Secretary & Compliance Officer 864.0K male
Gregory S. Rossmiller Senior Vice President & Chief Accounting Officer 789.0K male
Monty Dames Jr. Vice President of Global Operations male
ESG Rating
B
MARINE SHIPPING
Rank: 13 out of 43
2026
E (Environmental)
79.4 / 61.4
Company / Sector avg.
S (Social)
56.7 / 63.0
Company / Sector avg.
G (Governance)
70.0 / 68.2
Company / Sector avg.
ESG Total
68.7 / 64.2
Company / Sector avg.
ESG Score History MARINE SHIPPING
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