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Sonida Senior Living, Inc. (SNDA)

USD40.11 +0.09 (+0.22%)
US NYSE Healthcare Medical - Care Facilities
Address 16301 Quorum Drive 75001
Dallas, TX, US
CEO Brandon Ribar
IPO 1997-10-31
CIK 1043000 ISIN US1404752032

Explore sections of this company profile

Also trades on New York Stock Exchange · CSU (USD) New York Stock Exchange · SNDA (USD)
Description

Sonida Senior Living, Inc. is a company dedicated to the senior housing sector within the United States, actively involved in the development, ownership, management, and operation of various communities. Their independent living options provide residents with a comprehensive suite of amenities, including daily meal service, scheduled transportation, social and recreational programs, laundry and housekeeping, and continuous on-site staff. Residents also have access to health screenings, periodic specialized offerings, nutritional guidance, and exercise classes. For those requiring more assistance, Sonida offers assisted living programs. These encompass personal care support for daily activities such as mobility, bathing, dressing, eating, grooming, maintaining personal hygiene, and medication management. Essential support services like meals, assistance with social and leisure activities, laundry, general maintenance, property upkeep, and transport are also provided. Additionally, optional supplemental services are available, covering extra transportation, personal maintenance requests, additional laundry, and specialized care for residents experiencing various forms of dementia. The company further extends its offerings to include dedicated memory care facilities and facilitates access to home care services through external partners. As of December 31, 2021, Sonida managed and operated 75 senior living communities across 18 states, providing accommodation for approximately 9,500 residents. Established in 1990 and headquartered in Addison, Texas, the company was formerly known as Capital Senior Living Corporation, adopting its current name, Sonida Senior Living, Inc., in November 2021.

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
USD40.11 +0.09 (+0.22%)
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Volume Profile
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Liquidity & share structure
Average Volume
729.2K
Beta
0.78
Float Shares
19.09M
Free Float %
95.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.42% -0.27% +13.44% +8.74% +15.32% +13.34% +36.23% +468.62% -20.96% -86.96% -85.29%
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 (3 ratings, all time) Hold
Price Targets & DCF
Current price
40.11
Low 28.00 -30.2%
Consensus 34.67 -13.6%
Median 37.00 -7.8%
High 39.00 -2.8%
DCF (Unlevered) 120.26 +199.8%

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

Ratings Trend (MoM) 50% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 1 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
37.00
-7.8%
Last Quarter 2
38.00
-5.3%
Last Year 4
34.75
-13.4%
All Time 6
28.67
-28.5%
Quality scores
Altman Z-Score
-0.11
Distress
Piotroski F-Score
1 / 9
Weak
MOAT Score
2 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Care Facilities: +10.2%
    +25.2% Q1'26: +33.4% (vs Q1'25)
  • EPS growth Medical - Care Facilities: +19.2%
    -681.5% Q1'26: -210.4% (vs Q1'25)
  • FCF margin FCF growth · Medical - Care Facilities: +32.0%
    -9.5% Q1'26: -34.8% (vs Q1'25)
  • EBIT margin Medical - Care Facilities: +11.3%
    -8.8% Q1'26: +0.0% (vs Q1'25)
  • ROIC Medical - Care Facilities: +6.8%
    -4.6% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Medical - Care Facilities: +0.0%
    +28.2% Q1'26: +0.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Care Facilities: 0.99×
    29.68× Q1'26: -7.45× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.82) × ERP
WACC = 49% × Ke + 51% × Kd (5.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 120.26 Current price: 40.11
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 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
2 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
2 EPS Ana.
Revenue
412.18M
est: 411.39M (+0.2%)
447.45M
est: 445.78M (+0.4%)
467.00M
est: 468.54M (-0.3%)
460.02M
est: 460.90M (-0.2%)
447.10M
est: 447.80M (-0.2%)
383.86M
est: 395.09M (-2.8%)
234.72M
est: 255.86M (-8.3%)
304.33M
est: 262.46M (+15.9%)
381.14M
est: 337.93M (+12.8%)
490.75M
377.77M – 603.73M
+45.2% YoY
540.65M
416.19M – 665.12M
+10.2% YoY
396.89M
396.89M – 396.89M
-26.6% YoY
EBITDA
71.85M
est: 74.59M (-3.7%)
74.79M
est: 80.83M (-7.5%)
87.00M
est: 84.96M (+2.4%)
65.33M
est: 83.57M (-21.8%)
78.41M
est: 81.20M (-3.4%)
-190.11M
est: 71.64M (-365.4%)
201.29M
est: 46.39M (+333.9%)
78.00M
est: 76.79M (+1.6%)
23.24M
est: 98.87M (-76.5%)
143.58M
110.53M – 176.63M
+45.2% YoY
158.18M
121.76M – 194.59M
+10.2% YoY
116.12M
116.12M – 116.12M
-26.6% YoY
EBIT
22.35M
est: 10.36M (+115.7%)
14.63M
est: 11.23M (+30.2%)
7.80M
est: 11.80M (-33.9%)
-4.82M
est: 11.61M (-141.6%)
14.22M
est: 11.28M (+26.1%)
-250.42M
est: 9.95M (-2,616.1%)
163.42M
est: 6.45M (+2,435.6%)
33.95M
est: 36.24M (-6.3%)
-33.53M
est: 46.66M (-171.9%)
67.76M
52.16M – 83.36M
+45.2% YoY
74.65M
57.46M – 91.83M
+10.2% YoY
54.80M
54.80M – 54.80M
-26.6% YoY
Net Income
-14.28M
est: 3.96M (-460.5%)
-28.02M
est: -157.69M (+82.2%)
-44.17M
est: -298.34M (+85.2%)
-53.60M
est: -241.19M (+77.8%)
-36.03M
est: -412.05M (+91.3%)
-295.37M
est: -1.89B (+84.4%)
125.61M
est: 731.55M (-82.8%)
-2.06M
est: -21.34M (+90.4%)
-70.78M
est: -76.42M (+7.4%)
-56.91M
-66.98M – -36.12M
+25.5% YoY
-13.75M
-17.86M – -9.63M
+75.8% YoY
-7.33M
-22.97M – 8.32M
+46.7% YoY
SGA
90.40M
est: 55.35M (+63.3%)
97.03M
est: 59.97M (+61.8%)
87.69M
est: 63.04M (+39.1%)
91.94M
est: 62.01M (+48.3%)
87.05M
est: 60.25M (+44.5%)
57.74M
est: 53.16M (+8.6%)
32.33M
est: 34.42M (-6.1%)
40.00M
est: 32.90M (+21.6%)
39.85M
est: 42.37M (-5.9%)
61.52M
47.36M – 75.69M
+45.2% YoY
67.78M
52.18M – 83.39M
+10.2% YoY
49.76M
49.76M – 49.76M
-26.6% YoY
EPS
-7.50
est: 0.28 (-2,770.8%)
-14.55
est: -11.18 (-30.2%)
-22.50
est: -21.15 (-6.4%)
-26.97
est: -17.09 (-57.8%)
-16.72
est: -29.20 (+42.7%)
-134.87
est: -133.86 (-0.8%)
38.24
est: 51.85 (-26.2%)
-0.54
est: -1.18 (+54.2%)
-4.22
est: -3.74 (-12.8%)
-2.85
-3.70 – -2.00
+23.8% YoY
-0.76
-0.99 – -0.53
+73.3% YoY
-0.41
-1.27 – 0.46
+46.7% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-24 Baird Neutral Neutral Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-08 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-07 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-06 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-05 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-04 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-01 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-30 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-29 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-28 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-27 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-24 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-23 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-22 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-21 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-20 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
143.11M
OE per share TTM
7.91
Owner's Yield
21.39%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
229.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
100
Total invested
48.27M
Insider transactions (90d)
5
Beneficial owners (>5%)
32
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Conversant Capital LLC 5.05M 59.40% 5.05M 5.05M PN 2021-11-12
2 Conversant GP Holdings LLC 5.05M 59.40% 5.05M 5.05M PN 2021-11-12
3 Michael J. Simanovsky 5.05M 59.40% 5.05M 5.05M PN 2021-11-12
4 Conversant Dallas Parkway (A) LP 4.74M 55.80% 4.74M 4.74M PN 2021-11-12
5 Jeffrey Bronchick 3.15M 10.13% 15.0K 2.82M 15.0K 3.14M IN United States of America 2019-04-10
6 IDENTIFICATION NOS. OF ABOVE PERSONS ( 3.14M 10.08% 2.82M 3.14M IA DELAWARE 2019-04-10
7 (1) BlackRock, Inc. 682.6K 2.20% 682.6K 682.6K HC Delaware 2019-07-10
8 Seymour Pluchenik 342.8K 15.65% 342.8K 342.8K IN United States of America 2021-08-17
9 1271 Associates, LLC 325.9K 14.88% 325.9K 325.9K OO Delaware 2021-08-17
10 Sam Levinson 325.9K 14.88% 325.9K 325.9K IN United States of America 2021-08-17
11 Siget NY Partners, L.P. 325.9K 14.88% 325.9K 325.9K PN Delaware 2021-08-17
12 Siget, LLC 325.9K 14.88% 325.9K 325.9K OO Delaware 2021-08-17
13 Silk Partners, LP 325.9K 14.88% 325.9K 325.9K PN New York 2021-08-17
14 Simon Glick 325.9K 14.88% 325.9K 325.9K IN United States of America 2021-08-17
15 Conversant Dallas Parkway (B) LP 307.0K 3.60% 307.0K 307.0K PN 2021-11-12
16 Ortelius Advisors, L.P. 118.8K 5.70% 118.8K 118.8K IA Delaware 2021-03-25
17 Pangaea Ventures, L.P. 118.8K 5.70% 118.8K 118.8K PN Delaware 2021-03-25
18 Peter DeSorcy 118.8K 5.70% 118.8K 118.8K HC, IN New York 2021-03-25
19 13-3127734 73.3K 1.14% 73.3K 73.3K HC Delaware 2022-02-11
20 26-0385758 73.3K 1.14% 73.3K 73.3K IA Delaware 2022-02-11
21 Ashley Lebowitz 52.5K 0.00% 240.0K 1.21M 240.0K 1.58M IN United States 2019-12-20
22 PF Investors, LLC 16.9K 0.77% 16.9K 16.9K OO New York 2021-08-17
23 CLAYTON PARTNERS LLC 2.0K 0.00% 2.0K 2.0K IA DELAWARE 2022-02-04
24 Amanda Lebowitz 0.00% IN United States 2022-02-08
25 David Lebowitz 0.00% IN United States 2022-02-08
26 Deborah P. Lebowitz 0.00% IN United States 2022-02-08
27 Kathryn Lebowitz Silverberg 0.00% IN United States 2022-02-08
28 Lauren Lebowitz Salem 0.00% IN United States 2022-02-08
29 Leonard S. Pearlstein 0.00% IN United States 2022-02-08
30 Robert Lebowitz 0.00% IN United States 2022-02-08
31 Steven D. Lebowitz 0.00% IN United States 2022-02-08
32 The Lebowitz Family Stock, LLC 0.00% OO United States 2022-02-08

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
100
+32 vs prev Q
New positions
84
Closed positions
52
Increased
90
Reduced
3
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
1 194.6K +194.6K (+100.0%) 6.34B +6.3B (+100.0%) 1.07% +1.075 pp 6.10% +6.102 pp USD32.61 +0.0% 1 qtrs NEW
2 CONVERSANT CAPITAL LLC 9.26M +— (+0.0%) 302.12M +45.3M (+17.6%) 51.18% -0.028 pp 57.38% +13.859 pp USD26.03 +25.3% 17 qtrs
3 HAZELVIEW SECURITIES INC. 777.0K -113.0K (-12.7%) 24.81M +138.1K (+0.6%) 4.29% -0.627 pp 4.78% +0.129 pp USD23.08 +41.3% 5 qtrs
4 TYRO CAPITAL MANAGEMENT LLC 561.0K +561.0K (+100.0%) 18.29M +18.3M (+100.0%) 3.10% +3.099 pp 3.27% +3.273 pp USD32.61 +0.0% 1 qtrs NEW
5 SOLAS CAPITAL MANAGEMENT, LLC 455.5K -12.2K (-2.6%) 14.86M +1.9M (+14.6%) 2.52% -0.069 pp 8.43% +0.516 pp USD24.79 +31.5% 18 qtrs
6 BLACKROCK, INC. 444.1K +6.8K (+1.6%) 14.48M +2.4M (+19.5%) 2.45% +0.036 pp 0.00% +0.000 pp USD25.64 +27.2% 6 qtrs
7 VANGUARD GROUP INC 373.6K -56.0K (-13.0%) 12.18M +273.5K (+2.3%) 2.06% -0.311 pp 0.00% +0.000 pp USD23.33 +39.8% 21 qtrs
8 ALYESKA INVESTMENT GROUP, L.P. 288.9K -220.0K (-43.2%) 9.42M -4.7M (-33.2%) 1.60% -1.217 pp 0.03% -0.016 pp USD25.94 +25.7% 6 qtrs
9 CLAYTON PARTNERS LLC 278.8K -33.9K (-10.8%) 9.09M +424.1K (+4.9%) 1.54% -0.188 pp 6.57% -0.007 pp USD24.51 +33.0% 6 qtrs
10 EMMETT INVESTMENT MANAGEMENT, LP 210.8K +9.8K (+4.9%) 6.73M +1.2M (+21.2%) 1.16% +0.054 pp 5.19% +1.086 pp USD23.98 +36.0% 5 qtrs
11 MAKENA CAPITAL MANAGEMENT LLC 185.0K +— (+0.0%) 6.03M +904.7K (+17.6%) 1.02% -0.001 pp 0.72% +0.194 pp USD26.74 +22.0% 6 qtrs
12 ARBITER PARTNERS CAPITAL MANAGEMENT LLC 182.8K -36.0K (-16.5%) 5.91M -159.5K (-2.6%) 1.01% -0.200 pp 2.88% -0.744 pp USD20.74 +57.2% 21 qtrs
13 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 166.7K +166.7K (+100.0%) 5.43M +5.4M (+100.0%) 0.92% +0.921 pp 0.09% +0.086 pp USD32.61 +0.0% 1 qtrs NEW
14 J. GOLDMAN & CO LP 166.5K +166.5K (+100.0%) 5.43M +5.4M (+100.0%) 0.92% +0.920 pp 0.14% +0.143 pp USD32.61 +0.0% 1 qtrs NEW
15 GEODE CAPITAL MANAGEMENT, LLC 154.7K -6.2K (-3.9%) 5.05M +584.3K (+13.1%) 0.85% -0.035 pp 0.00% +0.000 pp USD25.08 +30.0% 21 qtrs
16 RENAISSANCE TECHNOLOGIES LLC 127.2K +34.6K (+37.4%) 4.15M +1.6M (+61.6%) 0.70% +0.191 pp 0.01% +0.003 pp USD23.78 +37.1% 21 qtrs
17 PRUDENTIAL FINANCIAL INC 112.0K -240.0 (-0.2%) 3.65M +540.8K (+17.4%) 0.62% -0.002 pp 0.00% +0.001 pp USD26.73 +22.0% 6 qtrs
18 IRENIC CAPITAL MANAGEMENT LP 106.1K +106.1K (+100.0%) 3.46M +3.5M (+100.0%) 0.59% +0.586 pp 0.23% +0.233 pp USD32.61 +0.0% 1 qtrs NEW
19 STATE STREET CORP 85.9K +9.5K (+12.4%) 2.80M +681.8K (+32.2%) 0.47% +0.052 pp 0.00% +0.000 pp USD29.49 +10.6% 19 qtrs
20 NORTHERN TRUST CORP 53.8K -3.2K (-5.6%) 1.76M +175.1K (+11.1%) 0.30% -0.018 pp 0.00% +0.000 pp USD26.38 +23.6% 8 qtrs
21 GOLDMAN SACHS GROUP INC 40.7K +24.5K (+150.5%) 1.33M +877.3K (+194.7%) 0.22% +0.135 pp 0.00% +0.000 pp USD30.66 +6.4% 2 qtrs
22 CITADEL ADVISORS LLC 34.8K +27.4K (+373.1%) 1.13M +930.4K (+456.6%) 0.19% +0.152 pp 0.00% +0.000 pp USD31.58 +3.3% 6 qtrs
23 MILITIA CAPITAL PARTNERS, LP 30.0K +4.2K (+16.3%) 976.8K +262.9K (+36.8%) 0.17% +0.023 pp 0.36% +0.032 pp USD25.21 +29.4% 5 qtrs
24 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 17.6K +— (+0.0%) 574.1K +86.1K (+17.6%) 0.10% 0.000 pp 0.05% +0.002 pp USD6.79 +380.3% 12 qtrs
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 17.6K -1.0 (0.0%) 574.0K +86.0K (+17.6%) 0.10% 0.000 pp 0.00% +0.000 pp USD25.78 +26.5% 7 qtrs
26 BANK OF NEW YORK MELLON CORP 17.4K +37.0 (+0.2%) 568.9K +86.3K (+17.9%) 0.10% +0.000 pp 0.00% +0.000 pp USD27.56 +18.3% 8 qtrs
27 MORGAN STANLEY 16.7K -10.4K (-38.4%) 545.2K -207.5K (-27.6%) 0.09% -0.058 pp 0.00% +0.000 pp USD26.28 +24.1% 21 qtrs
28 UBS GROUP AG 14.0K +8.9K (+172.1%) 457.1K +314.3K (+220.1%) 0.08% +0.049 pp 0.00% +0.000 pp USD29.62 +10.1% 18 qtrs
29 PROFICIO CAPITAL PARTNERS LLC 12.6K +— (+0.0%) 411.3K +61.7K (+17.6%) 0.07% +0.000 pp 0.03% +0.020 pp USD23.08 +41.3% 5 qtrs
30 SANDIA INVESTMENT MANAGEMENT LP 12.6K +— (+0.0%) 411.3K +61.7K (+17.6%) 0.07% +0.000 pp 1.03% -0.016 pp USD26.25 +24.2% 6 qtrs
31 HRT FINANCIAL LP 10.1K +10.1K (+100.0%) 329.0K +329.0K (+100.0%) 0.06% +0.056 pp 0.00% +0.001 pp USD32.61 +0.0% 1 qtrs NEW
32 BARCLAYS PLC 8.6K +3.8K (+78.4%) 279.6K +151.1K (+117.5%) 0.05% +0.021 pp 0.00% +0.000 pp USD28.59 +14.1% 8 qtrs
33 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7.9K +7.9K (+100.0%) 257.5K +257.5K (+100.0%) 0.04% +0.044 pp 0.00% +0.001 pp USD32.61 +0.0% 1 qtrs NEW
34 NUVEEN, LLC 7.2K +7.2K (+100.0%) 233.6K +233.6K (+100.0%) 0.04% +0.040 pp 0.00% +0.000 pp USD32.61 +0.0% 1 qtrs NEW
35 GSA CAPITAL PARTNERS LLP 7.1K +7.1K (+100.0%) 233.0K +233.0K (+100.0%) 0.04% +0.040 pp 0.02% +0.020 pp USD32.61 +0.0% 1 qtrs NEW
36 RHUMBLINE ADVISERS 6.4K -479.0 (-7.0%) 207.8K +17.9K (+9.4%) 0.04% -0.003 pp 0.00% +0.000 pp USD25.90 +25.9% 7 qtrs
37 WELLS FARGO & COMPANY/MN 6.1K +2.4K (+64.7%) 197.7K +95.6K (+93.7%) 0.03% +0.013 pp 0.00% +0.000 pp USD28.74 +13.5% 20 qtrs
38 BANK OF AMERICA CORP /DE/ 5.6K +1.7K (+42.5%) 181.1K +73.1K (+67.6%) 0.03% +0.009 pp 0.00% +0.000 pp USD24.37 +33.8% 21 qtrs
39 DEUTSCHE BANK AG\ 3.7K +86.0 (+2.4%) 120.3K +20.4K (+20.4%) 0.02% +0.001 pp 0.00% +0.000 pp USD23.51 +38.7% 4 qtrs
40 COVESTOR LTD 3.6K +156.0 (+4.5%) 119.0K +23.0K (+24.0%) 0.02% +0.001 pp 0.06% +0.009 pp USD26.63 +22.5% 7 qtrs
41 METLIFE INVESTMENT MANAGEMENT, LLC 3.4K -54.0 (-1.6%) 109.9K +15.0K (+15.8%) 0.02% 0.000 pp 0.00% +0.000 pp USD24.95 +30.7% 3 qtrs
42 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 2.5K -28.0 (-1.1%) 82.8K +11.6K (+16.4%) 0.01% 0.000 pp 0.00% +0.000 pp USD25.52 +27.8% 6 qtrs
43 JPMORGAN CHASE & CO 2.2K -73.0 (-3.2%) 71.5K +8.7K (+13.9%) 0.01% 0.000 pp 0.00% +0.000 pp USD26.66 +22.3% 10 qtrs
44 RUSSELL INVESTMENTS GROUP, LTD. 2.2K -2.3K (-51.5%) 70.9K -53.3K (-42.9%) 0.01% -0.013 pp 0.00% 0.000 pp USD25.73 +26.7% 6 qtrs
45 BNP PARIBAS ARBITRAGE, SNC 1.1K +52.0 (+4.8%) 37.1K +7.0K (+23.3%) 0.01% +0.000 pp 0.00% +0.000 pp USD26.28 +24.1% 5 qtrs
46 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 1.1K +— (+0.0%) 34.3K +5.1K (+17.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD23.29 +40.0% 4 qtrs
47 STATE OF ALASKA, DEPARTMENT OF REVENUE 1.0K +— (+0.0%) 33.0K +5.0K (+17.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD27.72 +17.6% 2 qtrs
48 NEW YORK STATE COMMON RETIREMENT FUND 800.00 +— (+0.0%) 26.1K +3.9K (+17.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.60 +14.0% 7 qtrs
49 ROYAL BANK OF CANADA 762.00 -361.0 (-32.1%) 26.0K -5.0K (-16.1%) 0.00% -0.002 pp 0.00% +0.000 pp USD26.84 +21.5% 11 qtrs
50 FMR LLC 753.00 +330.0 (+78.0%) 24.6K +12.8K (+109.4%) 0.00% +0.002 pp 0.00% +0.000 pp USD28.33 +15.1% 8 qtrs
51 LEGAL & GENERAL GROUP PLC 536.00 -31.0 (-5.5%) 17.5K +1.8K (+11.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD26.52 +23.0% 7 qtrs
52 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 338.00 -13.0 (-3.7%) 11.0K +1.3K (+13.3%) 0.00% 0.000 pp 0.00% +0.000 pp USD26.99 +20.8% 7 qtrs
53 AMERITAS INVESTMENT PARTNERS, INC. 335.00 +— (+0.0%) 10.9K +1.6K (+17.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD28.60 +14.0% 7 qtrs
54 TOWER RESEARCH CAPITAL LLC (TRC) 275.00 -194.0 (-41.4%) 9.0K -4.0K (-31.0%) 0.00% -0.001 pp 0.00% 0.000 pp USD24.93 +30.8% 21 qtrs
55 CWM, LLC 258.00 +7.0 (+2.8%) 8.0K +1.0K (+14.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD27.14 +20.2% 4 qtrs
56 AMALGAMATED BANK 173.00 +11.0 (+6.8%) 6.0K +2.0K (+50.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD27.49 +18.6% 7 qtrs
57 STERLING CAPITAL MANAGEMENT LLC 162.00 +15.0 (+10.2%) 5.3K +1.2K (+29.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.71 +22.1% 6 qtrs
58 CITIGROUP INC 124.00 -13.8K (-99.1%) 4.0K -382.1K (-99.0%) 0.00% -0.076 pp 0.00% 0.000 pp USD27.60 +18.2% 7 qtrs
59 ADVISOR GROUP HOLDINGS, INC. 106.00 +— (+0.0%) 3.5K +529.0 (+18.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD24.94 +30.8% 5 qtrs
60 JONES FINANCIAL COMPANIES LLLP 85.00 +85.0 (+100.0%) 2.8K +2.8K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD32.60 +0.0% 1 qtrs NEW
61 OPTIVER HOLDING B.V. 82.00 +— (+0.0%) 2.7K +401.0 (+17.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD27.72 +17.6% 2 qtrs
62 GAMMA INVESTING LLC 33.00 +— (+0.0%) 1.1K +161.0 (+17.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD23.09 +41.2% 5 qtrs
63 SAGEVIEW ADVISORY GROUP, LLC 12.00 +12.0 (+100.0%) 392.00 +392.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD32.58 +0.1% 1 qtrs NEW
64 PNC FINANCIAL SERVICES GROUP, INC. 11.00 +5.0 (+83.3%) 359.00 +193.0 (+116.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD29.91 +9.0% 2 qtrs
65 GROUP ONE TRADING, L.P. 6.00 +— (+0.0%) 196.00 +30.0 (+18.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD12.50 +160.9% 13 qtrs
66 NISA INVESTMENT ADVISORS, LLC 4.00 +— (+0.0%) 130.00 +19.0 (+17.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD23.25 +40.3% 6 qtrs
67 ROTHSCHILD INVESTMENT LLC 1.00 +1.0 (+100.0%) 33.00 +33.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD32.00 +1.9% 1 qtrs NEW
68 ALLWORTH FINANCIAL LP 1.00 +— (+0.0%) 33.00 +5.0 (+17.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD27.00 +20.8% 2 qtrs
69 SRS CAPITAL ADVISORS, INC. -31.0 (-100.0%) -859.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
70 GLOBAL RETIREMENT PARTNERS, LLC -100.0 (-100.0%) -2.8K (-100.0%) 0.00% -0.001 pp 0.00% 0.000 pp USD 2 qtrs SOLD
71 HILLTOP NATIONAL BANK -31.0 (-100.0%) -859.0 (-100.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD 3 qtrs SOLD
72 TRANSAMERICA FINANCIAL ADVISORS, INC. -14.0 (-100.0%) -388.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
73 DIMENSIONAL FUND ADVISORS LP -7.4K (-100.0%) -204.2K (-100.0%) 0.00% -0.041 pp 0.00% +0.000 pp USD 4 qtrs SOLD
74 JANE STREET GROUP, LLC -12.9K (-100.0%) -358.6K (-100.0%) 0.00% -0.072 pp 0.00% 0.000 pp USD 2 qtrs SOLD
75 R SQUARED LTD -11.1K (-100.0%) -308.0K (-100.0%) 0.00% -0.061 pp 0.00% -0.133 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 62 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 State Street SPDR S&P Health Care Services ETF XHS 1.82% 3.70M 0.35%
2 Texas Capital Texas Equity Index ETF TXS 0.46% 155.3K 0.49%
3 Global X - Aging Population ETF AGNG 0.37% 316.4K 0.50%
4 Franklin U.S. Small Cap Multifactor Index ETF FLQS 0.08% 43.3K 0.35%
5 iShares Russell 2000 Value ETF IWN 0.08% 10.80M 0.24%
6 JPMorgan BetaBuilders U.S. Small Cap Equity ETF BBSC 0.05% 318.3K 0.09%
7 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.04% 426.1K 0.20%
8 iShares Morningstar Small Cap Value ETF ISCV 0.04% 268.6K 0.06%
9 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.04% 2.15M 0.30%
10 Global X - Russell 2000 ETF RSSL 0.04% 545.8K 0.08%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
13
Sells
0
Shares acquired
6.48M
Shares disposed
Cash buys
4.00
Cash sales
Net activity
+6,481,449
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-17 Ribar Brandon Director / Officer A-Award A Common Stock 23,023 0.00 306,898 D
2026-04-17 Levy Max Officer A-Award A Common Stock 8,482 0.00 103,487 D
2026-04-17 Detz Kevin Officer A-Award A Common Stock 12,723 0.00 188,375 D
2026-04-17 Cober Timothy Officer A-Award A Common Stock 3,635 0.00 41,312 D
2026-04-17 Bailey Tabitha Officer A-Award A Common Stock 4,847 0.00 19,760 D
2026-04-05 Ribar Brandon Director / Officer F-InKind D Common Stock 7,010 32.18 225.6K 283,875 D
2026-04-05 Detz Kevin Officer F-InKind D Common Stock 4,461 32.18 143.6K 175,652 D
2026-04-05 Cober Timothy Officer F-InKind D Common Stock 593 32.18 19.1K 37,677 D
2026-03-11 Simanovsky Michael Director / 10% Owner A-Award A Series A Convertible Preferred Stock 38,742 32.00 1.24M 38,742 I
2026-03-11 Mauldin Stephen H Director Common Stock 0 0.00 808 D
2026-03-11 Martin J Chandler 0 0.00 0
2026-03-11 CPIF Sparti SAF, L.P. Director Common Stock 0 0.00 1,834,951 D
2026-03-11 CPIF K Co-Invest SPT A, L.P. Director Common Stock 0 0.00 224,829 D
2026-03-09 Ribar Brandon Director / Officer F-InKind D Common Stock 6,472 36.64 237.1K 290,885 D
2026-03-09 Detz Kevin Officer F-InKind D Common Stock 2,917 36.64 106.9K 180,113 D
2026-03-09 Cober Timothy Officer F-InKind D Common Stock 547 36.64 20.0K 38,270 D
2026-02-23 Ribar Brandon Director / Officer A-Award A Performance Units 275,000 0.00 275,000 D
2026-02-23 Levy Max Officer A-Award A Performance Units 130,000 0.00 130,000 D
2026-02-23 Detz Kevin Officer A-Award A Performance Units 185,000 0.00 185,000 D
2026-02-23 Cober Timothy Officer A-Award A Performance Units 55,000 0.00 55,000 D
2026-02-23 Bailey Tabitha Officer A-Award A Performance Units 55,000 0.00 55,000 D
2025-12-09 Bailey Tabitha Officer F-InKind D Common Stock 402 30.43 12.2K 14,913 D
2025-09-05 Ribar Brandon Director / Officer F-InKind D Common Stock 809 25.80 20.9K 326,367 D
2025-07-21 Cober Timothy Officer F-InKind D Common Stock 187 24.83 4.6K 40,774 D
2025-06-10 Zibel Elliot R Director A-Award A Common Stock 2,985 0.00 11,608 D
2025-06-10 Lieberman Shmuel Director A-Award A Common Stock 2,985 0.00 12,608 D
2025-06-10 KRUEGER JILL M Director A-Award A Common Stock 2,985 0.00 18,742 D
2025-06-10 Johnson David William Director A-Award A Common Stock 2,985 0.00 11,608 D
2025-06-10 Harris Benjamin P Director A-Award A Common Stock 2,985 0.00 11,682 D
2025-06-10 Donohue Lilly Director A-Award A Common Stock 2,985 0.00 5,695 D
2025-06-10 Beren Noah Director A-Award A Common Stock 2,985 0.00 25,171 D
2025-05-30 Levy Max Officer F-InKind D Common Stock 1,687 24.40 41.2K 95,005 D
2025-05-21 Ribar Brandon Director / Officer 0 0.00 0
2025-05-19 Ribar Brandon Director / Officer A-Award A Common Stock 23,384 0.00 323,176 D
2025-05-19 Levy Max Officer A-Award A Common Stock 11,692 0.00 96,692 D
2025-05-19 Detz Kevin Officer A-Award A Common Stock 14,881 0.00 192,164 D
2025-05-19 Cober Timothy Officer A-Award A Common Stock 4,252 0.00 40,961 D
2025-05-19 Bailey Tabitha Officer A-Award A Common Stock 5,315 0.00 15,315 D
2025-05-12 Detz Kevin Officer F-InKind D Common Stock 655 24.70 16.2K 177,283 D
2025-04-05 Ribar Brandon Director / Officer F-InKind D Common Stock 4,853 21.74 105.5K 299,792 D
2025-04-05 Karicher Michael Officer F-InKind D Common Stock 523 21.74 11.4K 46,442 D
2025-04-05 Detz Kevin Officer F-InKind D Common Stock 2,678 21.74 58.2K 177,938 D
2025-04-05 Cober Timothy Officer F-InKind D Common Stock 570 21.74 12.4K 36,709 D
2025-03-12 Ribar Brandon Director / Officer D-Return D Common Stock 14,657 0.00 311,710 D
2025-03-12 Detz Kevin Officer D-Return D Common Stock 12,092 0.00 180,616 D
2025-03-12 Cober Timothy Officer D-Return D Common Stock 3,512 0.00 37,279 D
2025-01-17 Fryar Michael Officer F-InKind D Common Stock 2,247 22.36 50.2K 85,266 D
2025-01-10 Simanovsky Michael Director / 10% Owner P-Purchase A Common Stock 27,111 21.31 577.7K 1,607,592 I
2025-01-08 Simanovsky Michael Director / 10% Owner P-Purchase A Common Stock 15,000 21.34 320.1K 1,580,481 I
2025-01-01 Bailey Tabitha Officer Common Stock 0 0.00 5,000 D
2024-12-31 BRICKMAN DAVID R Officer F-InKind D Common Stock 1,671 22.74 38.0K 114,298 D
2024-12-06 Harris Benjamin P Director S-Sale D Common Stock 3,000 24.00 72.0K 8,697 D
2024-11-18 Detz Kevin Officer P-Purchase A Common Stock 4,166 21.63 90.1K 192,708 D
2024-11-18 Beren Noah Director P-Purchase A Common Stock 500 21.40 10.7K 22,186 I
2024-11-15 Ribar Brandon Director / Officer P-Purchase A Common Stock 4,000 22.68 90.7K 315,469 D
2024-11-15 Karicher Michael Officer P-Purchase A Common Stock 2,000 22.00 44.0K 46,965 D
2024-11-15 Detz Kevin Officer P-Purchase A Common Stock 85 23.34 2.0K 85 I
2024-11-15 Cober Timothy Officer S-Sale D Common Stock 1,797 22.70 40.8K 40,791 D
2024-11-15 Beren Noah Director P-Purchase A Common Stock 700 22.85 16.0K 21,686 I
2024-10-23 Simanovsky Michael Director / 10% Owner P-Purchase A Common Stock 127,218 24.75 3.15M 1,565,481 I
2024-10-16 Simanovsky Michael Director / 10% Owner P-Purchase A Common Stock 8,957 25.46 228.0K 1,438,293 I
2024-10-15 Simanovsky Michael Director / 10% Owner P-Purchase A Common Stock 15,927 23.95 381.5K 1,429,306 I
2024-10-14 Simanovsky Michael Director / 10% Owner P-Purchase A Common Stock 9,564 22.96 219.6K 1,413,379 I
2024-10-10 Simanovsky Michael Director / 10% Owner J-Other D Common Stock 648,942 0.00 709,744 I
2024-10-10 Conversant Dallas Parkway (F) LP Director Common Stock 0 0.00 648,942 D
2024-09-09 Ribar Brandon Director / Officer F-InKind D Common Stock 786 26.92 21.2K 311,469
2024-08-19 Simanovsky Michael Director / 10% Owner A-Award A Common Stock 234,358 27.00 6.33M 5,266,159
2024-08-19 Conversant Private GP LLC Director I Common Stock 0 0.00 1,403,815
2024-08-15 Levinson Sam 10% Owner P-Purchase A Common Stock 250,000 27.00 6.75M 2,699,593
2024-08-15 Beren Noah Director P-Purchase A Common Stock 3,700 27.00 99.9K 16,686
2024-07-22 Cober Timothy Officer F-InKind D Common Stock 171 29.41 5.0K 42,588
2024-06-12 Ribar Brandon Director / Officer P-Purchase A Common Stock 4,200 23.85 100.2K 312,255
2024-06-04 Zibel Elliot R Director A-Award A Common Stock 2,710 0.00 8,623
2024-06-04 Lieberman Shmuel Director A-Award A Common Stock 2,710 0.00 9,623
2024-06-04 KRUEGER JILL M Director A-Award A Common Stock 2,710 0.00 15,757
2024-06-04 Johnson David William Director A-Award A Common Stock 2,710 0.00 8,623
2024-06-04 Harris Benjamin P Director A-Award A Common Stock 2,710 0.00 11,697
2024-06-04 Grove Robert T. 0 0.00 0
2024-06-04 Donohue Lilly Director A-Award A Common Stock 2,710 0.00 2,710
2024-06-04 Beren Noah Director A-Award A Common Stock 2,710 0.00 12,986
2024-06-02 Levy Max Officer A-Award A Common Stock 55,000 0.00 85,000
2024-05-13 Detz Kevin Officer F-InKind D Common Stock 655 32.27 21.1K 188,542
2024-05-10 Donohue Lilly 0 0.00 0
2024-04-18 Clark Reanae Officer P-Purchase A Common Stock 3,347 30.11 100.8K 34,431
2024-04-17 Ribar Brandon Director / Officer P-Purchase A Common Stock 3,000 28.72 86.2K 308,055
2024-04-09 Fryar Michael Officer S-Sale D Common Stock 1,296 27.76 36.0K 87,513
2024-04-08 Fryar Michael Officer S-Sale D Common Stock 7,898 28.29 223.4K 88,809
2024-04-05 Ribar Brandon Director / Officer F-InKind D Common Stock 1,652 29.41 48.6K 305,055
2024-04-05 Karicher Michael Officer A-Award A Common Stock 5,542 0.00 39,542
2024-04-05 Fryar Michael Officer A-Award A Common Stock 11,453 0.00 97,458
2024-04-05 Detz Kevin Officer A-Award A Common Stock 25,863 0.00 164,017
2024-04-05 Cober Timothy Officer A-Award A Common Stock 5,542 0.00 37,395
2024-04-05 Clark Reanae Officer A-Award A Common Stock 5,542 0.00 25,542
2024-04-05 BRICKMAN DAVID R Officer A-Award A Common Stock 12,562 0.00 104,063
2024-03-27 Ribar Brandon Director / Officer F-InKind D Common Stock 3,302 29.41 97.1K 225,425
2024-03-27 Fryar Michael Officer F-InKind D Common Stock 2,107 29.41 62.0K 74,551
2024-03-27 BRICKMAN DAVID R Officer F-InKind D Common Stock 1,841 29.41 54.1K 91,501
2024-03-22 Simanovsky Michael Director / 10% Owner A-Award A Common Stock 15,189 9.50 144.3K 1,146,859
2024-03-22 Levinson Sam 10% Owner P-Purchase A Common Stock 526,316 9.50 5.00M 2,449,593
2024-03-22 Conversant Dallas Parkway (D) LP Director D Common Stock 0 0.00 1,032,216
2024-02-01 Simanovsky Michael Director / 10% Owner A-Award A Common Stock 1,261,638 9.50 11.99M 5,026,574
2024-02-01 Levinson Sam 10% Owner P-Purchase A Common Stock 1,052,632 9.50 10.00M 1,923,277
2023-12-21 Ortelius Advisors, L.P. 10% Owner S-Sale D Common Stock 268,630 10.00 2.69M 679,580
2023-11-01 Simanovsky Michael Director / 10% Owner M-Exempt A Common Stock 360,097 10.00 3.60M 3,764,936
2023-09-07 Cober Timothy Officer P-Purchase A Common Stock 3,430 7.42 25.5K 3,430
2023-07-03 Simanovsky Michael Director / 10% Owner M-Exempt A Common Stock 59,855 10.00 598.6K 248,142
2023-06-29 Simanovsky Michael Director / 10% Owner A-Award A Common Stock 60,766 10.00 607.7K 2,864,694
2023-06-15 Zibel Elliot R Director A-Award A Common Stock 3,000 0.00 5,913
2023-06-15 Lieberman Shmuel Director A-Award A Common Stock 3,000 0.00 6,913
2023-06-15 KRUEGER JILL M Director A-Award A Common Stock 3,000 0.00 13,047
2023-06-15 Johnson David William Director A-Award A Common Stock 3,000 0.00 5,913
2023-06-15 Harris Benjamin P Director A-Award A Common Stock 3,000 0.00 8,987
2023-06-15 Beren Noah Director A-Award A Common Stock 3,000 0.00 10,276
2023-06-14 Clark Reanae Officer A-Award A Common Stock 20,000 0.00 20,000
2023-05-22 Levinson Sam 10% Owner P-Purchase A Common Stock 4,049 6.94 28.1K 870,645
2023-05-19 Levinson Sam 10% Owner P-Purchase A Common Stock 3,800 6.66 25.3K 866,596
2023-05-18 Levinson Sam 10% Owner P-Purchase A Common Stock 25 6.50 162.50 862,796
2023-05-01 Clark Reanae Officer 0 0.00 0
2023-04-05 Ribar Brandon Director / Officer F-InKind D Common Stock 855 7.20 6.2K 228,727
2023-04-05 Levinson Sam 10% Owner P-Purchase A Common Stock 826 6.99 5.8K 862,771
2023-04-05 Karicher Michael Officer P-Purchase A Common Stock 6,592 7.20 47.5K 34,000
2023-04-05 Fryar Michael Officer F-InKind D Common Stock 435 7.20 3.1K 76,658
2023-04-05 BRICKMAN DAVID R Officer F-InKind D Common Stock 382 7.20 2.8K 93,342
2023-04-04 Ribar Brandon Director / Officer A-Award A Common Stock 30,800 0.00 229,582
2023-04-04 Karicher Michael Officer A-Award A Common Stock 1,200 0.00 21,200
2023-04-04 Fryar Michael Officer A-Award A Common Stock 8,680 0.00 77,093
2023-04-04 Detz Kevin Officer A-Award A Common Stock 8,400 0.00 118,554
2023-04-04 Cober Timothy Officer A-Award A Common Stock 4,200 0.00 31,853
2023-04-04 BRICKMAN DAVID R Officer A-Award A Common Stock 4,080 0.00 84,204
2023-04-03 Lieberman Shmuel Director P-Purchase A Common Stock 1,000 6.90 6.9K 3,913
2023-04-03 Levinson Sam 10% Owner P-Purchase A Common Stock 6,197 6.97 43.2K 861,945
2023-04-03 Beren Noah Director P-Purchase A Common Stock 3,500 6.99 24.5K 7,276
2023-03-29 Ortelius Advisors, L.P. 10% Owner P-Purchase A Common Stock 2,802 10.54 29.5K 679,580
2023-03-24 Ribar Brandon Director / Officer F-InKind D Common Stock 571 10.39 5.9K 185,582
2023-03-24 Fryar Michael Officer F-InKind D Common Stock 444 10.39 4.6K 64,693
2023-03-24 BRICKMAN DAVID R Officer F-InKind D Common Stock 403 10.39 4.2K 80,124
2023-03-01 Karicher Michael Officer A-Award A Common Stock 20,000 0.00 20,000
2023-01-30 Karicher Michael Officer 0 0.00 0
2023-01-26 Ribar Brandon Officer A-Award A Common Stock 76,450 0.00 186,153
2023-01-26 Fryar Michael Officer A-Award A Common Stock 19,300 0.00 65,137
2023-01-26 Detz Kevin Officer A-Award A Common Stock 60,000 0.00 110,154
2023-01-26 Cober Timothy Officer A-Award A Common Stock 10,000 0.00 25,853
2023-01-26 BRICKMAN DAVID R Officer A-Award A Common Stock 19,300 0.00 80,527
2023-01-23 Ortelius Advisors, L.P. Director P-Purchase A Common Stock 5,000 15.48 77.4K 676,778
2023-01-20 Ortelius Advisors, L.P. Director P-Purchase A Common Stock 973 15.25 14.8K 671,778
2023-01-13 Ortelius Advisors, L.P. Director L-Small A Common Stock 621 14.85 9.2K 670,805
2023-01-12 Ortelius Advisors, L.P. Director I Common Stock 0 0.00 408,148
2022-09-10 Ribar Brandon Director / Officer F-InKind D Common Stock 139 20.91 2.9K 109,703
2022-09-07 Ribar Brandon Officer A-Award A Common Stock 9,771 0.00 95,185
2022-07-22 Cober Timothy Officer A-Award A Common Stock 3,512 0.00 5,853
2022-07-01 Cober Timothy Officer 0 0.00 0
2022-06-08 Zibel Elliot R Director A-Award A Common Stock 2,913 0.00 2,913
2022-06-08 Lieberman Shmuel Director A-Award A Common Stock 2,913 0.00 2,913
2022-06-08 KRUEGER JILL M Director A-Award A Common Stock 2,913 0.00 10,047
2022-06-08 Johnson David William Director A-Award A Common Stock 2,913 0.00 2,913
2022-06-08 Harris Benjamin P Director A-Award A Common Stock 2,913 0.00 5,987
2022-06-08 Brooks Philip A Director A-Award A Common Stock 2,913 0.00 9,722
2022-06-08 Beren Noah Director A-Award A Common Stock 2,913 0.00 3,776
2022-05-17 Fryar Michael Officer F-InKind D Common Stock 501 27.50 13.8K 45,837
2022-05-17 Falke Jeremy Officer F-InKind D Common Stock 345 27.50 9.5K 46,280
2022-05-17 BRICKMAN DAVID R Officer F-InKind D Common Stock 677 27.50 18.6K 61,227
2022-05-12 Garfield Howard Steven Officer A-Award A Common Stock 3,023 0.00 5,038
2022-05-12 Detz Kevin Officer A-Award A Common Stock 30,000 0.00 50,154
2022-05-01 Garfield Howard Steven Officer 0 0.00 0
2022-05-01 Detz Kevin Officer 0 0.00 0
2022-04-05 Ribar Brandon Officer A-Award A Common Stock 10,824 0.00 85,414
2022-04-05 HERMAN KIMBERLY Officer A-Award A Common Stock 26,615 0.00 160,456
2022-04-05 Fryar Michael Officer A-Award A Common Stock 5,501 0.00 46,338
2022-04-05 Falke Jeremy Officer A-Award A Common Stock 3,667 0.00 41,124
2022-04-05 BRICKMAN DAVID R Officer A-Award A Common Stock 4,022 0.00 55,871
2022-03-24 Ribar Brandon Officer F-InKind D Common Stock 593 33.38 19.8K 67,374
2022-03-24 HERMAN KIMBERLY Officer F-InKind D Common Stock 1,457 33.38 48.6K 116,097
2022-03-24 Fryar Michael Officer F-InKind D Common Stock 444 33.38 14.8K 37,170
2022-03-24 Falke Jeremy Officer F-InKind D Common Stock 367 33.38 12.3K 37,457
2022-03-24 BRICKMAN DAVID R Officer F-InKind D Common Stock 403 33.38 13.5K 51,849
2022-02-25 Fryar Michael Officer F-InKind D Common Stock 70 33.30 2.3K 37,614
2022-01-10 Levinson Sam 10% Owner P-Purchase A Common Stock 4,800 27.45 131.8K 855,748
2022-01-07 Ribar Brandon Officer F-InKind D Common Stock 890 27.18 24.2K 67,967
2022-01-07 Levinson Sam 10% Owner P-Purchase A Common Stock 3,103 27.45 85.2K 850,948
2022-01-07 HERMAN KIMBERLY Director / Officer F-InKind D Common Stock 3,468 27.18 94.3K 114,237
2022-01-06 Levinson Sam 10% Owner P-Purchase A Common Stock 4,114 27.16 111.7K 847,845
2022-01-03 HERMAN KIMBERLY Director / Officer A-Award A Common Stock 30,039 0.00 120,620
2021-12-31 HERMAN KIMBERLY Director / Officer D-Return D Common Stock 30,039 0.00 90,581
2021-12-29 Beren Noah Director P-Purchase A Common Stock 863 29.50 25.5K 863
2021-12-20 Levinson Sam 10% Owner P-Purchase A Common Stock 1,430 27.00 38.6K 843,731
2021-12-20 Harris Benjamin P Director P-Purchase A Common Stock 2,200 26.85 59.1K 3,074
2021-12-17 Levinson Sam 10% Owner P-Purchase A Common Stock 556 25.98 14.4K 841,384
2021-12-17 Harris Benjamin P Director P-Purchase A Common Stock 874 26.95 23.6K 874
2021-12-06 Levinson Sam 10% Owner P-Purchase A Common Stock 5,603 30.26 169.5K 840,828
2021-12-02 Levinson Sam 10% Owner P-Purchase A Common Stock 1,703 28.42 48.4K 835,225
2021-12-01 Levinson Sam 10% Owner P-Purchase A Common Stock 14,454 28.71 415.0K 833,522
2021-11-30 Levinson Sam 10% Owner P-Purchase A Common Stock 3,137 28.97 90.9K 819,068
2021-11-29 Levinson Sam 10% Owner P-Purchase A Common Stock 10,000 30.17 301.7K 788,045
2021-11-22 Levinson Sam 10% Owner P-Purchase A Common Stock 44 30.01 1.3K 778,045
2021-11-19 Levinson Sam 10% Owner P-Purchase A Common Stock 2,334 29.99 70.0K 778,001
2021-11-17 Levinson Sam 10% Owner P-Purchase A Common Stock 30 29.99 899.70 775,667
2021-11-15 Ribar Brandon Officer A-Award A Common Stock 38,550 0.00 68,857
2021-11-15 HERMAN KIMBERLY Director / Officer A-Award A Common Stock 51,400 0.00 120,620
2021-11-15 Fryar Michael Officer A-Award A Common Stock 25,700 0.00 37,684
2021-11-15 Falke Jeremy Officer A-Award A Common Stock 25,700 0.00 37,824

Executive team

Top executives
EBIT / Employee
-9.8K
Shares Outstanding
20.00M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Brandon M. Ribar, President and Chief Executive Officer 550.0K 1.22M 430.8K 2.20M 55.50%
2 2025 Kevin J. Detz, Executive Vice President and Chief Financial Officer 475.0K 778.6K 306.4K 1.56M 49.91%
3 2025 Max J. Levy, Senior Vice President, Chief Investment Officer 387.5K 611.7K 215.6K 2.2K 1.22M 50.26%
4 2024 Brandon M. Ribar, President and Chief Executive Officer 474.8K 2.36M 359.9K 3.20M 73.88%
5 2024 Kevin J. Detz, Executive Vice President and Chief Financial Officer 417.4K 1.50M 292.7K 2.21M 67.91%
6 2023 Brandon M. Ribar, President and Chief Executive Officer 461.9K 967.8K 339.2K 1.77M 54.73%
7 2023 Kevin J. Detz, Executive Vice President and Chief Financial Officer 405.2K 75.0K 713.6K 275.9K 1.47M 48.55%
8 2023 David R. Brickman, Senior Vice President, General Counsel and Secretary 358.4K 261.8K 171.4K 791.7K 33.07%
9 2022 Kimberly S. Lody, Former President and Chief Executive Officer 508.4K 813.5K 2.07M 400.00 3.40M 61.06%
10 2022 Brandon M. Ribar, President and Chief Executive Officer 424.6K 300.0K 1.09M 99.8K 600.00 1.91M 56.88%
11 2022 Kevin J. Detz, Executive Vice President and Chief Financial Officer 266.7K 1.06M 54.2K 350.00 1.38M 76.68%
12 2022 David R. Brickman, Senior Vice President, General Counsel and Secretary 351.4K 170.6K 323.8K 51.4K 600.00 897.8K 36.06%
13 2021 Kimberly S. Lody, President and Chief Executive Officer 738.9K 1.58M 2.10M 391.7K 600.00 4.82M 43.63%
14 2021 Kimberly S. Lody, Former President and Chief Executive Officer 738.9K 1.58M 2.10M 391.7K 600.00 4.82M 43.63%
15 2021 Brandon M. Ribar, Executive Vice President and Chief Operating Officer 402.5K 725.0K 1.50M 137.5K 600.00 2.76M 54.22%
16 2021 Brandon M. Ribar, President and Chief Executive Officer 402.5K 725.0K 1.50M 137.5K 600.00 2.76M 54.22%
17 2021 David R. Brickman, Senior Vice President, General Counsel and Secretary 344.5K 533.1K 917.6K 83.8K 600.00 1.88M 48.82%
18 2020 Kimberly S. Lody, President and Chief Executive Officer 725.0K 362.5K 299.1K 3.5K 1.39M 0.00%
19 2020 Carey P. Hendrickson, Former Executive Vice President and Chief Financial Officer 381.6K 510.9K 47.6K 940.1K 0.00%
20 2020 David R. Brickman, Senior Vice President, General Counsel and Secretary 341.2K 394.7K 57.6K 5.2K 798.6K 0.00%
21 2020 Brandon M. Ribar, Executive Vice President and Chief Operating Officer 400.0K 200.0K 63.0K 663.0K 0.00%
22 2019 Kimberly S. Lody, President and Chief Executive Officer 714.3K 1.38M 438.8K 398.8K 1.01M 3.94M 46.19%
23 2019 Carey P. Hendrickson, Executive Vice President and Chief Financial Officer 438.7K 142.9K 388.4K 61.1K 5.9K 1.04M 37.45%
24 2019 Carey P. Hendrickson, Former Executive Vice President and Chief Financial Officer 438.7K 142.9K 388.4K 61.1K 5.9K 1.04M 37.45%
25 2019 David R. Brickman, Senior Vice President, General Counsel and Secretary 341.2K 110.4K 212.7K 35.3K 5.0K 704.4K 30.19%
26 2018 Lawrence A. Cohen, Former Vice Chairman of the Board and Chief Executive Officer 788.2K 1.96M 11.3K 2.76M 71.05%
27 2018 Brett D. Lee, Former Executive Vice President and Chief Operating Officer 454.5K 948.0K 1.40M 67.59%
28 2018 Carey P. Hendrickson, Executive Vice President and Chief Financial Officer 430.1K 868.0K 5.3K 1.30M 66.59%
29 2018 David R. Brickman, Senior Vice President, General Counsel and Secretary 334.5K 716.0K 4.7K 1.06M 67.85%
30 2018 Jeremy D. Falke, 259.2K 160.0K 419.2K 38.17%
31 2017 Lawrence A. Cohen, Vice Chairman of the Board and Chief Executive Officer 772.7K 1.76M 489.5K 11.3K 3.03M 58.03%
32 2017 Lawrence A. Cohen, Former Vice Chairman of the Board and Chief Executive Officer 772.7K 1.76M 489.5K 11.3K 3.03M 58.03%
33 2017 Carey P. Hendrickson, Executive Vice President and Chief Financial Officer 421.7K 867.6K 164.8K 5.3K 1.46M 59.45%
34 2017 Carey P. Hendrickson, Senior Vice President and Chief Financial Officer 421.7K 867.6K 164.8K 5.3K 1.46M 59.45%
35 2017 Brett D. Lee, Executive 172.2K 947.8K 110.2K 1.23M 77.04%
36 2017 Brett D. Lee, Former Executive Vice President and Chief Operating Officer 172.2K 947.8K 110.2K 1.23M 77.04%
37 2017 David R. Brickman, Senior Vice President, General Counsel and Secretary 327.9K 131.2K 715.5K 4.6K 1.18M 60.67%
38 2017 David W. Beathard Senior Vice President — Operations 217.4K 29.7K 48.3K 4.0K 299.4K 16.13%
39 2016 Lawrence A. Cohen, Vice Chairman of the Board and Chief Executive Officer 757.6K 2.45M 489.5K 11.3K 3.70M 66.03%
40 2016 Lawrence A. Cohen, Former Vice Chairman of the Board and Chief Executive Officer 757.6K 2.45M 489.5K 11.3K 3.70M 66.03%
41 2016 Keith N. Johannessen, Former President and Chief Operating Officer 390.9K 1.96M 1.35M 3.70M 52.88%
42 2016 Carey P. Hendrickson, Senior Vice President and Chief Financial Officer 413.4K 1.22M 164.1K 5.3K 1.81M 67.72%
43 2016 Carey P. Hendrickson, Senior Vice President and Chief Financial Officer 413.4K 1.22M 164.1K 5.3K 1.81M 67.72%
44 2016 Carey P. Hendrickson, Executive Vice President and Chief Financial Officer 413.4K 1.22M 164.1K 5.3K 1.81M 67.72%
45 2016 David R. Brickman, Senior Vice President, General Counsel and Secretary 321.5K 127.5K 733.6K 4.6K 1.19M 61.80%
46 2016 Joseph G. Solari, Vice President — Corporate Development 200.3K 122.3K 120.7K 4.0K 447.2K 27.34%
47 2016 David W. Beathard Senior Vice President — Operations 213.1K 54.0K 73.4K 4.0K 344.4K 21.30%
48 2016 David W. Beathard Senior Vice President — Operations 213.1K 54.0K 73.4K 4.0K 344.4K 21.30%
49 2015 Lawrence A. Cohen, Vice Chairman of the Board and Chief Executive Officer 742.7K 2.43M 742.7K 6.0K 3.92M 61.94%
50 2015 Keith N. Johannessen, President and Chief Operating Officer 433.4K 1.94M 306.9K 4.9K 2.69M 72.26%
51 2015 Keith N. Johannessen, Former President and Chief Operating Officer 433.4K 1.94M 306.9K 4.9K 2.69M 72.26%
52 2015 Carey P. Hendrickson, Senior Vice President and Chief Financial Officer 405.0K 1.21M 243.0K 3.7K 1.87M 65.06%
53 2015 David R. Brickman, Senior Vice President, General Counsel and Secretary 315.2K 125.0K 728.1K 4.6K 1.17M 62.08%
54 2015 Joseph G. Solari, Vice President — Corporate Development 196.4K 121.4K 148.5K 3.9K 470.2K 25.81%
55 2014 Lawrence A. Cohen, Vice Chairman of the Board and Chief Executive Officer 725.2K 2.63M 721.2K 6.0K 4.08M 64.42%
56 2014 Lawrence A. Cohen, Vice Chairman of the Board and Chief Executive Officer 725.2K 2.63M 721.2K 6.0K 4.08M 64.42%
57 2014 Keith N. Johannessen, President and Chief Operating Officer 427.8K 2.10M 298.3K 4.9K 2.84M 74.21%
58 2014 Keith N. Johannessen, Former President and Chief Operating Officer 427.8K 2.10M 298.3K 4.9K 2.84M 74.21%
59 2014 Keith N. Johannessen, President and Chief Operating Officer 427.8K 2.10M 298.3K 4.9K 2.84M 74.21%
60 2014 Carey P. Hendrickson, Senior Vice President and Chief Financial Officer 260.8K 828.7K 157.2K 1.25M 66.47%
61 2014 Carey P. Hendrickson, Senior Vice President and Chief Financial Officer 260.8K 828.7K 157.2K 1.25M 66.47%
62 2014 David R. Brickman, Senior Vice President, General Counsel and Secretary 309.0K 114.0K 789.0K 4.4K 1.22M 64.86%
63 2014 David R. Brickman, Senior Vice President, General Counsel and Secretary 309.0K 114.0K 789.0K 4.4K 1.22M 64.86%
64 2014 Ralph A. Beattie, Former Executive Vice President and Chief Financial Officer 246.2K 234.6K 263.2K 743.9K 31.53%
65 2014 Joseph G. Solari, Vice President — Corporate Development 192.5K 131.5K 55.7K 3.5K 383.2K 34.31%
66 2014 Joseph G. Solari, Vice President — Acquisitions 192.5K 131.5K 55.7K 3.5K 383.2K 34.31%
67 2013 Lawrence A. Cohen, Vice Chairman of the Board and Chief Executive Officer 704.1K 2.41M 768.8K 6.0K 3.89M 61.94%
68 2013 Lawrence A. Cohen, Vice Chairman of the Board and Chief Executive Officer 704.1K 2.41M 768.8K 6.0K 3.89M 61.94%
69 2013 Keith N. Johannessen, President and Chief Operating Officer 414.9K 1.93M 317.1K 4.9K 2.66M 72.32%
70 2013 Keith N. Johannessen, President and Chief Operating Officer 414.9K 1.93M 317.1K 4.9K 2.66M 72.32%
71 2013 Ralph A. Beattie, Former Executive Vice President and Chief Financial Officer 387.4K 1.20M 254.0K 4.9K 1.85M 65.06%
72 2013 Ralph A. Beattie, Executive Vice President and Chief Financial Officer 387.4K 1.20M 254.0K 4.9K 1.85M 65.06%
73 2013 David R. Brickman, Senior Vice President, General Counsel and Secretary 292.8K 110.0K 722.1K 4.4K 1.13M 63.95%
74 2013 David R. Brickman, Senior Vice President, General Counsel and Secretary 292.8K 110.0K 722.1K 4.4K 1.13M 63.95%
75 2013 Joseph G. Solari, Vice President — Acquisitions 187.5K 120.4K 130.0K 3.8K 441.6K 27.25%
76 2013 Joseph G. Solari, Vice President — Corporate Development 187.5K 120.4K 130.0K 3.8K 441.6K 27.25%
77 2012 Lawrence A. Cohen, Vice Chairman of the Board and Chief Executive Officer 683.6K 839.7K 581.1K 6.0K 2.11M 39.79%
78 2012 Keith N. Johannessen, President and Chief Operating Officer 402.9K 721.7K 282.0K 4.9K 1.41M 51.13%
79 2012 Ralph A. Beattie, Executive Vice President and Chief Financial Officer 376.1K 412.5K 225.7K 5.1K 1.02M 40.46%
80 2012 Ralph A. Beattie, Former Executive Vice President and Chief Financial Officer 376.1K 412.5K 225.7K 5.1K 1.02M 40.46%
81 2012 David R. Brickman, Senior Vice President, General Counsel and Secretary 254.4K 100.0K 268.8K 4.1K 627.3K 42.85%
82 2012 Joseph G. Solari, Vice President — Acquisitions 182.1K 137.8K 3.8K 323.7K 0.00%
83 2011 Lawrence A. Cohen, Vice Chairman of the Board and Chief Executive Officer 663.7K 905.7K 426.1K 6.0K 2.00M 45.25%
84 2011 Keith N. Johannessen, President and Chief Operating Officer 391.1K 697.7K 196.3K 4.9K 1.29M 54.08%
85 2011 Ralph A. Beattie, Executive Vice President and Chief Financial Officer 365.1K 445.5K 183.3K 4.9K 998.8K 44.60%
86 2011 David R. Brickman, Senior Vice President, General Counsel and Secretary 250.0K 75.0K 250.2K 4.2K 579.4K 43.19%
87 2011 David R. Brickman, Vice President — General Counsel and Secretary 250.0K 75.0K 250.2K 4.2K 579.4K 43.19%
88 2011 Joseph G. Solari, Vice President — Acquisitions 176.8K 126.0K 37.5K 340.2K 37.03%
89 2010 Lawrence A. Cohen, Vice Chairman of the Board and Chief Executive Officer 645.6K 23.2K 368.0K 6.0K 1.04M 2.23%
90 2010 Lawrence A. Cohen, Vice Chairman of the Board and Chief Executive Officer 645.6K 23.2K 368.0K 6.0K 1.04M 2.23%
91 2010 Keith N. Johannessen, President and Chief Operating Officer 380.5K 9.9K 171.2K 8.3K 569.8K 1.74%
92 2010 Keith N. Johannessen, President and Chief Operating Officer 380.5K 9.9K 171.2K 8.3K 569.8K 1.74%
93 2010 Ralph A. Beattie, Executive Vice President and Chief Financial Officer 355.2K 9.2K 152.7K 9.7K 526.9K 1.75%
94 2010 Ralph A. Beattie, Executive Vice President and Chief Financial Officer 355.2K 9.2K 152.7K 9.7K 526.9K 1.75%
95 2010 David R. Brickman, Vice President — General Counsel and Secretary 209.6K 60.0K 4.2K 273.7K 0.00%
96 2010 David R. Brickman, Senior Vice President, General Counsel and Secretary 209.6K 60.0K 4.2K 273.7K 0.00%
97 2010 David R. Brickman, Vice President — General Counsel and Secretary 209.6K 60.0K 4.2K 273.7K 0.00%
98 2010 Robert L. Goodpaster, Vice President — National Marketing 158.1K 22.0K 1.2K 181.3K 0.00%
99 2009 Lawrence A. Cohen, Vice Chairman of the Board and Chief Executive Officer 436.6K 300.3K 406.2K 6.0K 1.14M 26.27%
100 2009 Lawrence A. Cohen, Vice Chairman of the Board and Chief Executive Officer 436.6K 300.3K 406.2K 6.0K 1.14M 26.27%
101 2009 Keith N. Johannessen, President and Chief Operating Officer 278.5K 300.3K 209.0K 7.4K 795.2K 37.76%
102 2009 Keith N. Johannessen, President and Chief Operating Officer 278.5K 300.3K 209.0K 7.4K 795.2K 37.76%
103 2009 Ralph A. Beattie, Executive Vice President and Chief Financial Officer 260.1K 115.5K 183.7K 7.3K 566.5K 20.39%
104 2009 Ralph A. Beattie, Executive Vice President and Chief Financial Officer 260.1K 115.5K 183.7K 7.3K 566.5K 20.39%
105 2009 David R. Brickman, Vice President — General Counsel and Secretary 203.6K 45.0K 69.3K 4.1K 322.0K 21.52%
106 2009 David R. Brickman, Vice President — General Counsel and Secretary 203.6K 45.0K 69.3K 4.1K 322.0K 21.52%
107 2009 Rob L. Goodpaster, Vice President — National Marketing 153.6K 20.0K 27.7K 1.2K 202.5K 13.69%
108 2009 Robert L. Goodpaster, Vice President — National Marketing 153.6K 20.0K 27.7K 1.2K 202.5K 13.69%
109 2008 Lawrence A. Cohen, Vice Chairman of the Board and Chief Executive Officer 422.2K 189.1K 6.0K 617.2K 0.00%
110 2008 Keith N. Johannessen, President and Chief Operating Officer 269.4K 103.5K 7.8K 380.5K 0.00%
111 2008 Ralph A. Beattie, Executive Vice President and Chief Financial Officer 251.5K 119.5K 7.0K 378.0K 0.00%
112 2008 David R. Brickman, Vice President — General Counsel and Secretary 196.5K 45.0K 3.9K 245.4K 0.00%
113 2008 James A. Stroud, Chairman of the Board
114 2007 Lawrence A. Cohen, Vice Chairman of the Board and Chief Executive Officer 405.3K 129.6K 219.4K 6.0K 760.2K 17.04%
115 2007 Lawrence A. Cohen, Vice Chairman of the Board and Chief Executive Officer 405.3K 219.4K 6.0K 630.6K 0.00%
116 2007 Keith N. Johannessen, President and Chief Operating Officer 258.6K 129.6K 130.1K 7.8K 526.0K 24.63%
117 2007 James A. Stroud, Chairman and Chairman of the Board 337.7K 131.7K 11.8K 481.3K 0.00%
118 2007 Ralph A. Beattie, Executive Vice President and Chief Financial Officer 241.4K 49.8K 122.5K 4.8K 418.6K 11.90%
119 2007 Keith N. Johannessen, President and Chief Operating Officer 258.6K 130.1K 7.8K 396.5K 0.00%
120 2007 Ralph A. Beattie, Executive Vice President and Chief Financial Officer 241.4K 122.5K 4.8K 368.7K 0.00%
121 2007 David R. Brickman, Vice President — General Counsel and Secretary 189.0K 50.0K 29.9K 3.8K 272.7K 10.96%
122 2007 David R. Brickman, Vice President — General Counsel and Secretary 189.0K 50.0K 3.8K 242.8K 0.00%
123 2007 James A. Stroud, Chairman of the Board
124 2006 Lawrence A. Cohen, Vice Chairman of the Board and Chief Executive Officer 390.3K 129.6K 302.3K 822.2K 15.76%
125 2006 Keith N. Johannessen, President and Chief Operating Officer 249.0K 129.6K 146.2K 7.5K 532.3K 24.34%
126 2006 James A. Stroud, Chairman and Secretary and Chairman of the Board 325.3K 183.0K 8.1K 516.3K 0.00%
127 2006 Ralph A. Beattie, Executive Vice President and Chief Financial Officer 232.5K 49.8K 132.8K 7.6K 422.7K 11.79%
128 2006 David R. Brickman, Vice President — General Counsel 182.1K 48.0K 29.9K 3.6K 263.7K 11.34%
129 2006 David R. Brickman, Vice President — General Counsel and Secretary
130 2006 Keith N. Johannessen, President and Chief Operating Officer
131 2006 Lawrence A. Cohen, Vice Chairman of the Board and Chief Executive Officer
132 2006 Ralph A. Beattie, Executive Vice President and Chief Financial Officer
133 2005 Lawrence A. Cohen Chief Executive Officer and Vice Chairman of the Board 381.4K 228.4K 454.4K 6.0K 1.07M 42.46%
134 2005 Keith N. Johannessen President and Chief Operating Officer 243.4K 116.5K 454.4K 7.0K 821.2K 55.33%
135 2005 Ralph A. Beattie Executive Vice President and Chief Financial Officer 227.2K 103.3K 174.8K 6.5K 511.8K 34.15%
136 2005 James A. Stroud Chairman and Secretary of the Company and Chairman 317.9K 126.9K 10.8K 455.5K 0.00%
137 2005 David R. Brickman Vice President — General Counsel 181.0K 40.0K 104.9K 3.5K 329.3K 31.84%
138 2004 Lawrence A. Cohen Chief Executive Officer and Vice Chairman of the Board 366.8K 317.6K 6.0K 690.4K 0.00%
139 2004 James A. Stroud Chairman and Secretary of the Company and Chairman 305.6K 216.1K 10.0K 531.8K 0.00%
140 2004 James A. Stroud Chairman and Secretary of the Company and Chairman of the Board 305.6K 216.1K 10.0K 531.8K 0.00%
141 2004 Keith N. Johannessen President and Chief Operating Officer 234.0K 167.1K 6.5K 407.6K 0.00%
142 2004 Ralph A. Beattie Executive Vice President and Chief Financial Officer 218.5K 159.1K 7.5K 385.1K 0.00%
143 2004 David R. Brickman Vice President — General Counsel 174.4K 45.0K 3.3K 222.7K 0.00%
144 2003 Lawrence A. Cohen Chief Executive Officer and Vice Chairman of the Board 352.6K 254.3K 6.0K 612.9K 0.00%
145 2003 James A. Stroud Chairman and Secretary of the Company and Chairman of the Board 293.9K 197.8K 8.2K 499.8K 0.00%
146 2003 James A. Stroud Chairman and Secretary of the Company and Chairman 293.9K 197.8K 8.2K 499.8K 0.00%
147 2003 Keith N. Johannessen President and Chief Operating Officer 225.0K 151.5K 6.0K 382.5K 0.00%
148 2003 Ralph A. Beattie Executive Vice President and Chief Financial Officer 210.1K 138.8K 6.0K 354.9K 0.00%
149 2003 David R. Brickman Vice President — General Counsel 168.5K 30.0K 3.0K 201.6K 0.00%
150 2002 Lawrence A. Cohen Chief Executive Officer and Vice Chairman of the Board 339.1K 187.4K 6.0K 532.5K 0.00%
151 2002 James A. Stroud Chairman and Secretary of the Company and Chairman of the Board 282.6K 144.2K 5.2K 432.0K 0.00%
152 2002 Ralph A. Beattie Executive Vice President and Chief Financial Officer 202.0K 111.7K 5.5K 319.1K 0.00%
153 2002 Keith N. Johannessen President and Chief Operating Officer 202.0K 111.7K 5.5K 319.1K 0.00%
154 2002 David R. Brickman Vice President — General Counsel 162.1K 30.0K 1.5K 193.6K 0.00%
155 2001 Lawrence A. Cohen Chief Executive Officer and Vice Chairman of the Board 339.1K 129.3K 6.0K 474.4K 0.00%
156 2001 James A. Stroud Chairman and Secretary of the Company and Chairman of the Board 282.6K 148.4K 5.0K 436.0K 0.00%
157 2001 Ralph A. Beattie Executive Vice President and Chief Financial Officer 195.2K 80.0K 3.3K 278.5K 0.00%
158 2001 Keith N. Johannessen President and Chief Operating Officer 195.2K 77.6K 5.3K 278.0K 0.00%
159 2001 David R. Brickman Vice President — General Counsel 146.6K 30.0K 2.8K 179.4K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-28 DEFA14A
2026-04-27 DEFA14A
2026-04-27 DEF 14A
2025-04-29 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 8-K
2026-05-11 10-Q
2026-04-28 DEFA14A
2026-04-27 DEFA14A
2026-04-27 DEF 14A
2026-04-27 ARS
2026-04-22 8-K
2026-04-22 4
2026-04-22 4
2026-04-21 4

Executive team

NameTitleCompensationGender
Brandon Ribar President, Chief Executive Officer & Director 980.8K male
Kevin J. Detz Executive Vice President & Chief Financial Officer 781.4K male
Max J. Levy Chief Investment Officer 605.4K male
David R. Brickman Executive Officer 552.3K male
Jay Reed Chief Technology Officer male
Lance Kobza Chief Digital Officer male
Tabitha Obenour Vice President & Chief Clinical Officer female
Tabitha Thomas Bailey Senior Vice President & Chief Legal Officer female
Tiffany L. Dutton Consultant female
Angie Noel Chief Human Resources Officer female
Timothy Cober Vice President & Chief Accounting Officer male
Dawn Mount Pinnacle Division President female
ESG Rating
B
MEDICAL - CARE FACILITIES
2015
E (Environmental)
65.0 / 65.7
Company / Sector avg.
S (Social)
66.5 / 69.6
Company / Sector avg.
G (Governance)
68.5 / 68.9
Company / Sector avg.
ESG Total
66.7 / 68.1
Company / Sector avg.
ESG Score History MEDICAL - CARE FACILITIES
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
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